The SouthernSO

13F holders, Q4 2024 (December 31)
2,122holders +114
110new positions
125sold out
9famous investors
$82.31avg. 13F price*

At the end of Q4 2024, 2,122 institutions reported holding The Southern Co. (SO) in their 13F filings, up 114 from Q3 2024. 110 opened new positions and 125 sold out. The largest holders were Vanguard Group Inc. ($8.5B), BlackRock, Inc. ($6.9B) and State Street Corp. ($4.7B). 9 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions110$205.8M
Exits125$147.3M

All 13F filers, Q3 2024 → Q4 2024: 31,066,271 shares bought and 28,427,940 shares sold, net +2,638,331 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,122 holders

Vanguard Group Inc. 0.15% Add +0.7% 102,790,453 $8.5B
BlackRock, Inc. 0.14% Add +4.0% 83,741,812 $6.9B
State Street Corp. 0.19% Reduce -2.2% 57,646,249 $4.7B
JPMorgan Chase & Co. 0.36% Add +2.0% 55,807,575 $4.6B
FMR LLC 0.14% Reduce -4.0% 28,215,976 $2.3B
Capital International Investors 0.42% Reduce -4.5% 27,244,117 $2.2B
Geode Capital Management, LLC 0.16% Add +2.2% 25,050,209 $2.1B
Massachusetts Financial Services Co. 0.57% Reduce -12.9% 21,920,407 $1.8B
T. Rowe Price Associates Inc. 0.15% Reduce -11.9% 15,876,440 $1.3B
GQG Partners LLC 1.81% Reduce -10.6% 14,802,254 $1.2B
Franklin Resources Inc. 0.33% Reduce -0.4% 14,099,428 $1.2B
Morgan Stanley 0.07% Add +2.0% 11,491,827 $946.0M
Northern Trust Corp. 0.13% Add +4.5% 10,805,269 $889.5M
Norges Bank 0.11% Reduce -5.3% 10,301,496 $848.0M
Ameriprise Financial Inc. 0.20% Reduce -2.4% 9,269,678 $763.1M
Royal Bank of Canada 0.15% Add +14.5% 8,475,998 $697.7M
Goldman Sachs Group Inc. 0.13% Add +11.4% 8,427,741 $693.8M
Legal & General Group Plc 0.18% Add +1.9% 8,308,053 $683.9M
Bank of New York Mellon Corp 0.12% Add +9.3% 7,633,606 $628.4M
Bank of America Corp. 0.05% Reduce -15.3% 7,197,835 $592.5M
Charles Schwab Investment Management Inc. 0.10% Add +3.0% 6,599,710 $543.3M
Nuveen Asset Management, LLC 0.13% Reduce -11.4% 5,489,536 $451.9M
UBS Group AG 0.10% Add +12.9% 5,365,096 $441.7M
Invesco Ltd. 0.08% Add +16.3% 5,325,294 $438.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.10% Add +23.2% 5,208,872 $428.8M
California Public Employees Retirement System 0.28% Reduce -0.6% 5,008,039 $412.3M
Marshall Wace, LLP 0.45% Add +325.7% 4,322,931 $355.9M
Raymond James Financial Inc. 0.12% — 3,830,060 $315.3M
Wells Fargo & Company 0.07% Reduce -0.1% 3,683,136 $303.2M
Swiss National Bank 0.17% Reduce -4.7% 3,092,200 $254.5M
Wellington Management Group LLP 0.05% Reduce -1.4% 2,984,209 $245.7M
Ensign Peak Advisors, Inc 0.43% Reduce -4.8% 2,928,531 $241.1M
Federated Hermes, Inc. 0.53% Reduce -0.9% 2,925,477 $240.8M
Amundi 0.08% Add +11.4% 2,780,137 $230.8M
Pictet Asset Management Holding SA 0.24% Reduce -8.3% 2,679,802 $220.6M
Qube Research & Technologies Ltd 0.35% Add +430.1% 2,634,793 $216.9M
National Pension Service 0.20% Add +7.4% 2,600,074 $214.0M
Sumitomo Mitsui Trust Group, Inc. 0.14% Reduce -1.0% 2,594,755 $213.6M
Dimensional Fund Advisors LP 0.05% Add +2.7% 2,440,982 $200.9M
Envestnet Asset Management Inc. 0.06% Add +3.1% 2,439,594 $200.8M
LPL Financial LLC 0.07% Add +6.1% 2,199,185 $181.0M
Bank of Montreal 0.09% Add +2.8% 2,153,528 $177.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1.06% Reduce -0.4% 2,075,518 $170.9M
Rhumbline Advisers 0.15% Reduce -1.1% 2,045,207 $168.4M
HSBC Holdings PLC 0.10% Add +0.0% 1,980,161 $162.8M
Deutsche Bank AG 0.06% Reduce -3.4% 1,876,274 $154.5M
Barclays PLC 0.07% Reduce -22.0% 1,799,838 $148.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.14% Add +6.5% 1,715,968 $141.3M
BNP Paribas Financial Markets 0.11% Add +25.9% 1,705,772 $140.4M
Synovus Financial Corp. 1.78% Reduce -44.7% 1,700,776 $140.0M
Confluence Investment Management LLC 1.88% Reduce -1.4% 1,648,438 $135.7M
Jennison Associates LLC 0.08% Reduce -1.5% 1,538,512 $126.7M
HighTower Advisors, LLC 0.17% Add +44.8% 1,504,693 $123.9M
Citigroup Inc. 0.12% Add +50.7% 1,492,171 $122.8M
Empower Advisory Group, LLC 0.39% Add +2.6% 1,401,664 $115.4M
Renaissance Technologies 0.17% Add +562.9% 1,368,788 $112.7M
Manufacturers Life Insurance Company, The 0.10% Reduce -3.1% 1,367,500 $112.6M
Duff & Phelps Investment Management Co. 1.35% Reduce -14.7% 1,365,574 $112.4M
Principal Financial Group Inc. 0.06% Reduce -0.4% 1,346,189 $110.8M
California State Teachers Retirement System 0.13% Reduce -3.6% 1,309,713 $107.8M
Focus Partners Wealth 0.28% Add +30.2% 1,299,832 $107.0M
Zacks Investment Management 0.98% Reduce -10.0% 1,284,501 $105.7M
Russell Investments Group, Ltd. 0.14% Add +3.1% 1,220,503 $100.5M
New York State Common Retirement Fund 0.13% No change 1,186,701 $97.7M
Canada Pension Plan Investment Board 0.09% Reduce -35.0% 1,141,302 $94.0M
Cohen & Steers, Inc. 0.17% Reduce -29.0% 1,116,096 $91.9M
State Board of Administration of Florida Retirement System 0.17% Reduce -4.6% 1,107,002 $91.1M
Alliancebernstein L.P. 0.03% Reduce -1.3% 1,093,204 $90.0M
Energy Income Partners, LLC 1.80% Add +214.1% 1,066,197 $87.8M
Commonwealth Equity Services, LLC 0.13% Add +2.1% 1,058,825 $87.2M
Natixis Advisors, LLC 0.16% Add +0.7% 1,029,318 $84.7M
Clark Capital Management Group, Inc. 0.59% Add +1.0% 1,028,945 $84.7M
Stifel Financial Corp. 0.08% Add +2.5% 987,659 $81.3M
Macquarie Group Ltd. 0.10% Reduce -1.2% 998,275 $78.7M
Mawer Investment Management Ltd. 0.34% Reduce -15.6% 917,274 $75.5M
Stonegate Investment Group, LLC 2.01% Add +1.0% 915,908 $75.4M
New York State Teachers Retirement System 0.16% Reduce -3.5% 907,871 $74.7M
Westwood Holdings Group Inc. 0.57% Add +1747.3% 896,323 $73.8M
Capital Advisors Inc. 1.46% Add +1.8% 890,267 $73.3M
National Bank of Canada 0.09% Reduce -5.2% 885,993 $73.0M
Korea Investment CORP 0.16% Add +4.2% 844,558 $69.5M
Mitsubishi UFJ Trust & Banking Corp 0.15% Reduce -6.3% 791,614 $65.2M
Welch Group, LLC 2.90% Reduce -0.7% 780,346 $64.3M
First Trust Advisors LP 0.06% Add +20.8% 778,774 $64.1M
1832 Asset Management L.P. 0.11% Reduce -12.9% 773,548 $63.7M
Truist Financial Corp. 0.10% Add +3.6% 766,953 $63.1M
Old Republic International Corp. 2.48% No change 766,000 $63.1M
Mackenzie Financial Corp. 0.08% Reduce -0.2% 730,489 $60.1M
Victory Capital Management Inc. 0.06% Reduce -6.8% 674,529 $55.5M
Fort Washington Investment Advisors Inc. 0.31% New 626,879 $51.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.10% — 617,672 $50.8M
Brandywine Global Investment Management, LLC 0.37% Add +89.4% 607,903 $50.0M
State of Wisconsin Investment Board 0.13% Reduce -3.0% 605,646 $49.9M
Prudential Financial Inc. 0.07% Reduce -14.6% 599,533 $49.4M
Adage Capital Partners Gp, L.L.C. 0.09% Add +68.3% 598,700 $49.3M
Chevy Chase Trust Holdings, LLC 0.15% Reduce -1.9% 580,134 $47.8M
Capital Investment Advisors, LLC 0.97% Add +1.4% 576,435 $47.5M
Vaughan David Investments LLC 1.11% Add +0.4% 570,716 $47.0M
CANADA LIFE ASSURANCE Co 0.08% Reduce -4.7% 561,597 $46.2M
Allspring Global Investments Holdings, LLC 0.07% Add +34.7% 545,083 $44.7M
Cetera Investment Advisers 0.09% Add +3.3% 537,664 $44.3M
Wealth Enhancement Advisory Services, LLC 0.08% Add +35.2% 525,485 $43.3M
PNC Financial Services Group, Inc. 0.03% Add +0.9% 518,712 $42.7M
Osaic Holdings, Inc. 0.10% Add +1.2% 534,227 $42.5M
Schroder Investment Management Group 0.04% Reduce -8.4% 501,404 $41.3M
Asset Management One Co., Ltd. 0.14% Reduce -0.4% 485,514 $40.4M
DNB Asset Management AS 0.17% Add +2.5% 483,267 $39.8M
Treasurer of the State of North Carolina 0.15% Add +0.6% 481,774 $39.7M
Ceredex Value Advisors LLC 0.80% Reduce -8.4% 480,745 $39.6M
Public Employees Retirement System of Ohio 0.13% Reduce -4.8% 471,753 $38.8M
D. E. Shaw & Co. 0.05% Add +58.9% 470,148 $38.7M
Aberdeen Group plc 0.07% Add +2.8% 436,642 $35.7M
Gabelli Funds LLC 0.26% Reduce -0.7% 419,450 $34.5M
Susquehanna International Group, LLP 0.05% Add +122.3% 418,024 $34.4M
US Bancorp \de 0.04% Reduce -0.8% 416,899 $34.3M
Resona Asset Management Co.,Ltd. 0.20% Reduce -3.8% 416,107 $34.3M
Sanctuary Advisors, LLC 0.22% Reduce -0.8% 400,608 $34.0M
State of Tennessee, Department of Treasury 0.12% Reduce -4.3% 403,181 $33.2M
State of New Jersey Common Pension Fund D 0.13% No change 400,318 $33.0M
Sei Investments Co. 0.04% Reduce -16.9% 399,638 $32.9M
Cambridge Investment Research Advisors, Inc. 0.11% Add +4.2% 398,624 $32.8M
TD Asset Management Inc 0.03% Add +0.0% 391,292 $32.2M
Toronto Dominion Bank 0.06% Reduce -20.3% 385,288 $31.7M
Creative Planning 0.03% Add +4.2% 384,228 $31.6M
Mariner, LLC 0.05% Add +1.8% 384,075 $31.6M
Bollard Group LLC 0.87% Reduce -10.2% 382,213 $31.5M
Janney Montgomery Scott LLC 0.09% Add +0.6% 381,347 $31.4M
GW Henssler & Associates Ltd. 1.74% Reduce -1.4% 337,109 $30.4M
Liberty One Investment Management, LLC 3.28% Reduce -0.2% 367,480 $30.3M
Teacher Retirement System of Texas 0.11% Add +76.8% 360,696 $29.7M
Boston Partners 0.04% Add +3.1% 355,997 $29.3M
MML Investors Services, LLC 0.10% Add +3.4% 353,593 $29.1M
Nomura Asset Management Co. Ltd. 0.09% Reduce -35.6% 353,358 $29.1M
Voya Investment Management LLC 0.04% Reduce -2.0% 352,887 $29.0M
Van Eck Associates Corp. 0.04% Add +14.4% 347,051 $28.6M
EP Wealth Advisors, LLC 0.23% Reduce -3.2% 343,633 $28.3M
STRS Ohio 0.11% Reduce -0.6% 339,284 $27.9M
Magellan Asset Management Ltd 0.30% Reduce -17.9% 330,621 $27.2M
Eventide Asset Management, LLC 0.49% Add +26.0% 330,045 $27.2M
First Horizon Advisors, Inc. 0.74% Add +2.4% 322,067 $26.5M
Arizona State Retirement System 0.16% Add +0.7% 315,818 $26.0M
APG Asset Management N.V. 0.07% Reduce -9.0% 326,612 $26.0M
IFM Investors Pty Ltd 0.26% Reduce -5.8% 310,363 $25.5M
Aptus Capital Advisors, LLC 0.30% Add +15.7% 309,304 $25.5M
iA Global Asset Management Inc. 0.45% Reduce -4.8% 308,529 $25.4M
Captrust Financial Advisors 0.07% Add +4.1% 298,324 $24.6M
State of Michigan Retirement System 0.13% Reduce -0.1% 297,423 $24.5M
Credit Agricole S A 0.08% Add +788.4% 295,954 $24.4M
Hennessy Advisors Inc. 0.72% Add +9.4% 292,700 $24.1M
Illinois Municipal Retirement Fund 0.34% Add +0.3% 291,227 $24.0M
MetLife Investment Management, LLC 0.13% Add +2.0% 289,999 $23.9M
Public Sector Pension Investment Board 0.10% Add +49.1% 284,261 $23.4M
Baird Financial Group, Inc. 0.04% Reduce -2.9% 282,375 $23.2M
American Century Companies Inc. 0.01% Reduce -14.5% 278,719 $22.9M
Cahaba Wealth Management, Inc. 1.90% Add +2.6% 278,453 $22.9M
Jacobs Levy Equity Management, Inc. 0.08% Reduce -6.2% 270,787 $22.3M
Orion Porfolio Solutions, LLC 0.22% Add +4.4% 270,267 $22.2M
Orion Portfolio Solutions, LLC 0.22% Add +4.4% 270,267 $22.2M
AQR Capital Management 0.03% Add +57.3% 267,878 $22.1M
CIBC Asset Management Inc 0.07% Add +2.7% 267,799 $22.0M
Advisors Capital Management, LLC 0.34% Add +9.9% 265,062 $21.8M
Kestra Advisory Services, LLC 0.12% Reduce -10.7% 262,999 $21.7M
FIL Ltd 0.02% Reduce -27.2% 262,808 $21.6M
DDD Partners, LLC 2.63% Reduce -2.6% 260,029 $21.4M
Crossmark Global Holdings, Inc. 0.39% Add +1.4% 256,249 $21.1M
Crawford Investment Counsel Inc. 0.38% Reduce -2.1% 256,160 $21.1M
Sabal Trust CO 1.20% Reduce -1.3% 253,096 $20.8M
Corebridge Financial, Inc. 0.11% Reduce -4.4% 251,822 $20.7M
Comerica Bank 0.08% Reduce -3.9% 251,191 $20.7M
Forsta Ap-Fonden 0.15% Reduce -1.0% 249,200 $20.5M
Corient Private Wealth LP 0.03% Reduce -10.4% 250,083 $20.4M
Financial Counselors Inc. 0.29% Reduce -0.9% 242,251 $19.9M
Czech National Bank 0.18% Add +6.7% 237,566 $19.6M
Retirement Systems of Alabama 0.07% Reduce -0.7% 237,226 $19.5M
Mercer Global Advisors Inc. 0.05% Reduce -8.1% 235,600 $19.4M
Connor, Clark & Lunn Investment Management Ltd. 0.09% Add +151.6% 235,458 $19.4M
FUKOKU MUTUAL LIFE INSURANCE Co 1.38% Add +0.5% 232,479 $19.1M
NewEdge Advisors, LLC 0.11% Add +5.2% 229,905 $18.9M
Savant Capital, LLC 0.15% Add +1.8% 228,380 $18.8M
Norris Perne & French LLP 1.36% Reduce -0.9% 228,378 $18.8M
Citadel Advisors 0.02% Reduce -68.2% 226,776 $18.7M
Davidson Investment Advisors 0.90% Reduce -3.4% 223,840 $18.4M
Florida Trust Wealth Management Co 0.59% Reduce -2.6% 223,768 $18.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +4.2% 223,020 $18.4M
Richard C. Young & CO., LTD. 1.99% Add +0.3% 222,149 $18.3M
Regions Financial Corp. 0.13% Add +1.5% 221,170 $18.2M
Waverly Advisors, LLC 0.28% Add +31.5% 219,362 $18.1M
Calamos Wealth Management LLC 0.91% Add +41.8% 218,031 $17.9M
Tiaa Trust, National Association 0.05% Add +2.5% 216,208 $17.8M
Amalgamated Bank 0.15% Reduce -1.4% 214,700 $17.7M
Capital International, Inc. 0.21% Reduce -60.2% 213,948 $17.6M
Becker Capital Management Inc. 0.57% Add +8.6% 212,366 $17.5M
Calamos Advisors LLC 0.12% Add +1.0% 211,879 $17.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.10% Add +14.9% 209,608 $17.3M
MAI Capital Management 0.13% Add +15.1% 209,009 $17.2M
Gotham Asset Management 0.16% Add +371.0% 208,519 $17.2M
CWA Asset Management Group, LLC 0.87% Reduce -3.8% 208,270 $17.1M
Swiss Life Asset Management Ltd 0.13% Reduce -57.2% 207,870 $17.1M
Daiwa Securities Group Inc. 0.08% Add +0.3% 203,518 $16.8M
Verity & Verity, LLC 1.52% Add +2.8% 201,971 $16.6M
Huntington National Bank 0.16% Add +7.5% 201,316 $16.6M
Edgar Lomax Co. 1.07% Reduce -1.9% 201,020 $16.5M
Cerity Partners LLC 0.03% Reduce -0.7% 190,015 $15.9M
O'shaughnessy Asset Management, LLC 0.13% Add +12.4% 190,609 $15.7M
ProShare Advisors LLC 0.04% Add +19.0% 190,418 $15.7M
Northwestern Mutual Wealth Management Co. 0.01% Add +0.1% 189,118 $15.6M
Nichols & Pratt Advisers LLP 1.03% Reduce -1.9% 187,568 $15.4M
Cwm, LLC 0.06% Add +4.1% 185,720 $15.3M
DekaBank Deutsche Girozentrale 0.03% No change 184,531 $15.2M
Graham Capital Management, L.P. 0.74% Add +133.4% 182,761 $15.0M
Leavell Investment Management, Inc. 0.74% Reduce -1.8% 182,606 $15.0M
Kayne Anderson Rudnick Investment Management LLC 0.03% Reduce -0.4% 181,821 $15.0M
Eagle Ridge Investment Management 1.31% Reduce -1.5% 181,773 $15.0M
Utah Retirement Systems 0.16% Add +0.3% 181,672 $15.0M
Andra AP-fonden 0.23% Add +413.6% 177,700 $14.6M
Verition Fund Management LLC 0.08% Reduce -26.4% 175,425 $14.4M
USS Investment Management Ltd 0.10% Reduce -6.9% 175,403 $14.4M
Daiichi Life Insurance Co., Ltd. 0.40% Add +30.9% 175,356 $14.4M
HB Wealth Management, LLC 0.15% Add +3.5% 174,866 $14.4M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.37% Add +91.4% 173,610 $14.3M
Cibc World Markets Corp. 0.08% Add +16.5% 172,816 $14.2M
Dakota Wealth Management 0.32% Reduce -2.1% 168,809 $13.9M
Caisse de depot et placement du Quebec 0.03% Add +4825.1% 166,813 $13.7M
Rockefeller Capital Management L.P. 0.04% Reduce -1.9% 166,795 $13.7M
M&T Bank Corp 0.05% Add +1.1% 164,768 $13.6M
Robeco Institutional Asset Management B.V. 0.03% Add +18.6% 164,265 $13.5M
Yousif Capital Management, LLC 0.15% Reduce -1.8% 161,125 $13.3M
Bank of Nova Scotia 0.02% Add +15.1% 161,073 $13.3M
Police & Firemen's Retirement System of New Jersey 0.13% — 159,658 $13.1M
Steward Partners Investment Advisory, LLC 0.12% Add +7.6% 158,974 $13.1M
Ilmarinen Mutual Pension Insurance Co 0.11% Add +40.8% 157,000 $12.9M
Benjamin Edwards Inc. 0.18% Add +2.3% 156,186 $12.9M
Nisa Investment Advisors, LLC 0.05% Add +7.0% 155,968 $12.8M
Commerce Bank 0.08% Add +2.9% 155,310 $12.8M
Xponance LLC 0.12% Add +3.8% 154,537 $12.7M
Cibc World Market Inc. 0.03% Add +165.3% 152,739 $12.6M
Allworth Financial LP 0.07% Add +363.6% 152,335 $12.6M
Bragg Financial Advisors, Inc 0.50% Reduce -0.1% 149,724 $12.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.13% Add +4.1% 148,752 $12.2M
New York Life Investment Management LLC 0.12% Add +1.0% 146,798 $12.1M
Public Employees Retirement Association of Colorado 0.05% Reduce -3.1% 146,672 $12.1M
Foundations Investment Advisors, LLC 0.23% Add +39.6% 146,632 $12.1M
Moody LYNN Lieberson & Walker, LLC 0.74% Reduce -9.4% 146,326 $12.0M
BI Asset Management Fondsmaeglerselskab A/S 0.13% Add +367.6% 145,808 $12.0M
Vestcor Inc 0.39% Add +9.5% 143,869 $11.8M
Envestnet Portfolio Solutions, Inc. 0.04% Add +4.4% 143,761 $11.8M
Stephens Inc. 0.16% Reduce -45.7% 140,754 $11.6M
CCM Investment Advisers LLC 1.28% Reduce -0.1% 140,419 $11.6M
Independent Advisor Alliance 0.15% Add +4.3% 139,919 $11.5M
Klingenstein Fields & Co. LP 0.46% Add +0.0% 139,400 $11.5M
CIBC Private Wealth Group LLC 0.02% Reduce -2.3% 137,823 $11.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +630.2% 136,531 $11.2M
Capital & Planning, LLC 8.16% — 135,538 $11.2M
Nissay Asset Management Corp. /Japan 0.07% Add +0.6% 133,854 $11.1M
Wealthfront Advisers LLC 0.03% Add +26.5% 133,543 $11.0M
Biondo Investment Advisors, LLC 1.51% Add +0.9% 133,358 $11.0M
Sagefield Capital LP 1.19% Add +13.2% 132,820 $10.9M
Janus Henderson Group PLC 0.01% Add +8.6% 131,814 $10.9M
Pathstone Holdings, LLC 0.05% Add +1.9% 131,677 $10.8M
Rockland Trust Co. 0.55% Reduce -1.7% 131,619 $10.8M
Allianz Asset Management GmbH 0.02% Add +28.1% 131,307 $10.8M
Mutual of America Capital Management LLC 0.12% Reduce -2.5% 131,239 $10.8M
Pinnacle Financial Partners Inc 0.22% Reduce -16.9% 129,537 $10.8M
ING Groep NV 0.07% Add +4858.0% 128,907 $10.6M
Advisory Services Network, LLC 0.20% Add +4.5% 128,123 $10.5M
Jamison Private Wealth Management, Inc. 1.55% Add +1.4% 127,388 $10.5M
QRG Capital Management, Inc. 0.11% Add +2.6% 127,025 $10.5M
Keybank National Association 0.04% Reduce -0.2% 125,996 $10.4M
State of Alaska, Department of Revenue 0.12% Reduce -13.0% 124,949 $10.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +15.3% 123,466 $10.2M
Pinnacle Associates Ltd. 0.14% Add +3.2% 123,370 $10.2M
Rafferty Asset Management, LLC 0.04% Reduce -2.4% 123,011 $10.1M
Squarepoint Ops LLC 0.03% Reduce -26.9% 122,440 $10.1M
Atria Investments, Inc 0.12% Reduce -3.0% 121,902 $10.0M
Bell Bank 0.75% Add +12.1% 121,812 $10.0M
Exchange Traded Concepts, LLC 0.20% Add +5.8% 121,098 $10.0M
RWC Asset Management LLP 0.60% New 120,483 $9.9M
Signature Wealth Management Group 3.97% Reduce -3.4% 120,074 $9.9M
Alerus Financial NA 0.75% Add +0.1% 119,153 $9.8M
Fairvoy Private Wealth, LLC 2.58% — 117,822 $9.7M
Aventail Capital Group, LP 0.51% Add +135.4% 117,692 $9.7M
Hudson Bay Capital Management LP 0.07% Reduce -55.3% 116,137 $9.6M
&partners 0.11% Add +52.1% 114,083 $9.4M
Fisher Asset Management 0.00% Add +5.5% 114,289 $9.4M
Atria Wealth Solutions, Inc. 0.10% Add +7.0% 113,338 $9.3M
Tudor Investment Corporation 0.10% New 113,145 $9.3M
King Luther Capital Management Corp. 0.04% Add +7.6% 113,108 $9.3M
Kanawha Capital Management LLC 0.73% Add +2.3% 112,934 $9.3M
Ossiam 0.16% New 112,562 $9.3M
Private Advisor Group, LLC 0.05% Add +0.3% 110,887 $9.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.10% Add +3.4% 110,199 $9.1M
Vanguard Personalized Indexing Management, LLC 0.14% Add +6.0% 110,759 $9.1M
Pacer Advisors, Inc. 0.02% Reduce -12.4% 110,558 $9.1M
Voloridge Investment Management, LLC 0.03% New 109,417 $9.0M
Employees Retirement System of Texas 0.09% Reduce -9.9% 109,404 $9.0M
AustralianSuper Pty Ltd 0.04% New 109,130 $9.0M
Arkadios Wealth Advisors 0.49% Add +4.8% 109,008 $9.0M
Capital Fund Management S.A. 0.09% New 108,405 $8.9M
RFG Advisory, LLC 0.25% Reduce -2.9% 107,741 $8.9M
Fifth Third Bancorp 0.03% Add +0.2% 107,487 $8.8M
Thompson Siegel & Walmsley LLC 0.14% Reduce -0.7% 107,449 $8.8M
Core Alternative Capital 1.83% Reduce -4.6% 106,304 $8.8M
TCTC Holdings, LLC 0.31% Reduce -0.2% 105,732 $8.7M
Mizuho Securities USA LLC 0.16% Add +46.5% 103,846 $8.5M
Blair William & Co. 0.02% Reduce -1.0% 103,227 $8.5M
Principle Wealth Partners LLC 0.59% Add +3.9% 102,907 $8.5M
Executive Wealth Management, LLC 0.66% Add +28.9% 102,859 $8.5M
Azimuth Capital Investment Management LLC 0.32% Add +1.6% 100,415 $8.3M
Lockheed Martin Investment Management Co. 0.33% Reduce -16.0% 100,050 $8.2M
Mizuho Markets Americas LLC 0.16% New 100,000 $8.2M
Advisors Management Group Inc. 1.94% Reduce -1.1% 99,677 $8.2M
Fiduciary Group, LLC 0.82% Reduce -3.0% 99,467 $8.2M
IFG Advisory, LLC 0.46% Add +5.4% 99,360 $8.2M
NorthCoast Asset Management LLC 0.04% Add +3.9% 99,153 $8.2M
Visionary Wealth Advisors 0.48% Add +0.4% 98,732 $8.1M
Rothschild Investment LLC 0.53% Reduce -0.3% 98,380 $8.1M
Associated Banc-Corp 0.24% Reduce -0.6% 98,029 $8.1M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +19.9% 121,904 $8.1M
Avantax Advisory Services, Inc. 0.05% Reduce -1.7% 97,989 $8.1M
Guggenheim Capital LLC 0.07% Reduce -17.7% 97,191 $8.0M
StoneX Group Inc. 0.44% Add +50.7% 96,766 $8.0M
ARS Wealth Advisors Group, LLC 1.09% Reduce -0.3% 96,545 $7.9M
Cornerstone Wealth Group, LLC 0.65% Add +3.3% 96,068 $7.9M
Keel Point, LLC 0.63% Add +0.9% 95,699 $7.9M
Blue Trust, Inc. 0.10% Add +87.0% 94,995 $7.8M
Quantinno Capital Management LP 0.08% Add +25.9% 94,493 $7.8M
Sound View Wealth Advisors Group, LLC 0.62% Add +2.3% 94,033 $7.7M
Oregon Public Employees Retirement Fund 0.14% Add +0.3% 93,910 $7.7M
Hantz Financial Services, Inc. 0.13% Reduce -4.8% 93,157 $7.7M
Advocate Group LLC 1.44% Reduce -1.5% 93,007 $7.7M
Jones Financial Companies LLLP 0.01% Add +61.5% 92,175 $7.6M
DAVENPORT & Co LLC 0.04% Add +4.8% 90,260 $7.4M
Am Investment Strategies LLC 1.79% Add +10.2% 89,441 $7.4M
Glenmede Trust Co. NA 0.04% Add +24.8% 89,388 $7.4M
Windle Wealth, LLC 4.02% Add +1.9% 88,301 $7.3M
Thomasville National Bank 0.52% Reduce -3.6% 87,224 $7.2M
Gulf International Bank (UK) Ltd 0.18% Reduce -0.8% 87,155 $7.2M
Thrivent Financial for Lutherans 0.01% Add +6.6% 85,566 $7.2M
Edgemoor Investment Advisors, Inc. 0.63% Reduce -3.3% 86,809 $7.1M
KBC Group NV 0.02% Add +1.4% 86,766 $7.1M
Beacon Pointe Advisors, LLC 0.08% Reduce -1.0% 86,590 $7.1M
First PREMIER Bank 1.80% Reduce -0.9% 85,687 $7.1M
Baltimore-Washington Financial Advisors, Inc. 0.37% Add +3.7% 85,624 $7.0M
Intech Investment Management LLC 0.07% Add +89.1% 85,441 $7.0M
Chronos Wealth Management, LLC 3.59% Add +1.2% 85,436 $7.0M
Brookstone Capital Management 0.10% Reduce -9.8% 85,140 $7.0M
MassMutual Private Wealth & Trust, FSB 0.19% Reduce -3.5% 84,049 $6.9M
Prospera Financial Services Inc 0.16% Add +5.4% 83,506 $6.9M
CENTRAL TRUST Co 0.17% Add +3.4% 83,336 $6.9M
Elo Mutual Pension Insurance Co 0.14% New 82,122 $6.8M
Metis Global Partners, LLC 0.20% Add +4.8% 81,991 $6.7M
Sky Investment Group LLC 1.26% Add +0.9% 81,749 $6.7M
Teachers Retirement System of the State of Kentucky 0.06% Reduce -0.3% 80,976 $6.7M
Trustmark Bank Trust Department 0.49% Reduce -5.4% 80,293 $6.6M
Cornerstone Advisors, LLC 0.26% No change 80,000 $6.6M
Neuberger Berman Group LLC 0.01% Add +10.4% 79,928 $6.6M
United Capital Financial Advisors, LLC 0.06% Reduce -5.3% 79,854 $6.6M
Aull & Monroe Investment Management Corp 3.35% Reduce -4.2% 79,669 $6.6M
GLOBALT Investments LLC / GA 0.25% Reduce -1.5% 79,510 $6.5M
Prudential PLC 0.03% Add +65.7% 79,505 $6.5M
GF Fund Management Co. LTD. 0.14% — 79,471 $6.5M
MainStreet Investment Advisors LLC 0.91% Reduce -1.5% 79,044 $6.5M
Foster Victor Wealth Advisors, LLC 0.50% Add +4.8% 77,493 $6.5M
TD Waterhouse Canada Inc. 0.05% Add +4.8% 78,697 $6.5M
Weiss Asset Management LP 0.20% New 78,610 $6.5M
Albion Financial Group 0.44% Reduce -1.0% 78,310 $6.4M
Lido Advisors, LLC 0.04% Add +1.3% 78,139 $6.4M
Royal London Asset Management Ltd. 0.02% No change 78,028 $6.4M
Towne Trust Company, N.A 2.22% Add +0.2% 77,003 $6.3M
Cullinan Associates Inc. 0.41% Reduce -41.7% 76,814 $6.3M
Anchor Investment Management, LLC 0.59% Reduce -0.8% 76,321 $6.3M
Millennium Management 0.01% Add +63.8% 75,460 $6.2M
Quantitative Investment Management, LLC 0.47% New 75,446 $6.2M
Kentucky Retirement Systems 0.18% Reduce -1.4% 75,139 $6.2M
Americana Partners, LLC 0.25% Add +5.3% 74,484 $6.1M
Coston, McIsaac & Partners 1.81% Reduce -2.5% 74,386 $6.1M
B. Riley Wealth Advisors, Inc. 0.20% Reduce -4.8% 74,315 $6.1M
Coldstream Capital Management Inc. 0.13% Add +0.5% 73,999 $6.1M
Naples Global Advisors, LLC 0.57% Add +0.1% 73,869 $6.1M
Carret Asset Management, LLC 0.66% Reduce -0.2% 73,724 $6.1M
Morgan Dempsey Capital Management LLC 2.43% Reduce -9.1% 73,373 $6.0M
Apollon Wealth Management, LLC 0.14% Add +28.6% 72,895 $6.0M
UniSuper Management Pty Ltd 0.04% Add +30.1% 72,752 $6.0M
Bfsg, LLC 0.70% Reduce -1.6% 72,621 $6.0M
Spirepoint Private Client, LLC 0.75% Add +7.4% 72,543 $6.0M
Capital Investment Counsel, LLC 1.00% Reduce -0.9% 72,452 $6.0M
Jackson Hole Capital Partners, LLC 1.20% Reduce -0.9% 72,397 $6.0M
D.A. Davidson & Co. 0.05% Add +0.3% 70,807 $5.8M
South Dakota Investment Council 0.12% No change 70,483 $5.8M
Tower Research Capital LLC (TRC) 0.11% Add +9.7% 69,986 $5.8M
Simmons Bank 0.42% Add +3.0% 69,850 $5.8M
Integrated Wealth Concepts LLC 0.07% Add +9.6% 69,845 $5.7M
Oppenheimer & Co. Inc. 0.09% Reduce -0.8% 69,608 $5.7M
City Holding Co. 0.81% Add +0.7% 69,428 $5.7M
Carson Advisory Inc. 3.97% Reduce -1.8% 69,406 $5.7M
Capital Research Global Investors 0.00% Reduce -97.1% 69,126 $5.7M
Voleon Capital Management LP 0.42% — 68,129 $5.6M
Telos Capital Management, Inc. 0.60% Add +2.0% 68,055 $5.6M
Hartford Investment Management Co. 0.18% Reduce -1.6% 67,767 $5.6M
Mitchell McLeod Pugh & Williams Inc. 1.17% Add +3.4% 67,682 $5.6M
NEOS Investment Management LLC 0.13% Add +31.6% 67,000 $5.5M
Great Valley Advisor Group, Inc. 0.12% Add +5.4% 66,948 $5.5M
Community Bank & Trust, Waco, Texas 1.24% Reduce -0.2% 66,229 $5.5M
Woodline Partners LP 0.04% New 65,800 $5.4M
Concurrent Investment Advisors, LLC 0.15% Reduce -17.9% 65,734 $5.4M
Sequoia Financial Advisors, LLC 0.05% Add +20.3% 65,182 $5.4M
Moors & Cabot, Inc. 0.25% Add +2.2% 64,456 $5.3M
UMB Bank, n.a. 0.08% Reduce -1.7% 64,348 $5.3M
Lifeworks Advisors, LLC 0.96% Add +1057.6% 64,326 $5.3M
Equitable Holdings, Inc. 0.05% Add +21.9% 64,084 $5.3M
Cornerstone Capital, Inc. 0.55% Reduce -6.7% 63,964 $5.3M
Schaper Benz & Wise Investment Counsel Inc. 0.42% Add +1.6% 63,906 $5.3M
Buckhead Capital Management LLC 1.67% Reduce -0.3% 63,374 $5.2M
Lumbard & Kellner, LLC 2.23% Reduce -4.4% 63,035 $5.2M
Kestra Private Wealth Services, LLC 0.09% Add +13.2% 62,752 $5.2M
Vident Advisory, LLC 0.09% Add +118.0% 62,130 $5.1M
B. Metzler seel. Sohn & Co. AG 0.05% Add +4.1% 61,821 $5.1M
Parkside Investments, LLC 0.76% Add +27.9% 61,755 $5.1M
American Trust Investment Advisors, LLC 2.07% Add +3.0% 61,299 $5.0M
Shilanski & Associates, Inc. 1.62% Add +0.1% 61,266 $5.0M
Man Group plc 0.02% Reduce -68.2% 61,004 $5.0M
Goelzer Investment Management, Inc. 0.29% Reduce -2.8% 60,552 $5.0M
Merit Financial Group, LLC 0.09% Add +45.1% 60,532 $5.0M
Schnieders Capital Management LLC 0.99% Add +0.5% 60,524 $5.0M
Baugh & Associates, LLC 2.54% Reduce 0.0% 61,490 $4.9M
Sagespring Wealth Partners, LLC 0.13% — 59,436 $4.9M
Profund Advisors LLC 0.18% Reduce -10.3% 59,179 $4.9M
Stratos Wealth Partners, LTD. 0.07% Reduce -10.2% 58,941 $4.9M
Bridge Creek Capital Management LLC 1.49% Reduce -0.6% 58,913 $4.8M
Louisiana State Employees Retirement System 0.09% Reduce -4.4% 58,900 $4.8M
Securian Asset Management, Inc. 0.14% Reduce -2.6% 58,888 $4.8M
Nordea Investment Management AB 0.01% Add +3.2% 58,881 $4.8M
Maryland State Retirement & Pension System 0.10% Reduce -7.1% 58,699 $4.8M
Resolution Capital Ltd 0.09% Add +17.0% 58,652 $4.8M
Trinity Legacy Partners, LLC 1.24% Add +6.5% 58,601 $4.8M
Railway Pension Investments Ltd 0.06% No change 57,700 $4.7M
Summit Financial, LLC 0.17% Add +12.7% 57,668 $4.7M
Virginia Wealth Management Group, Inc. 2.91% Add +0.6% 57,079 $4.7M
Csenge Advisory Group 0.25% Add +0.1% 56,901 $4.7M
Panagora Asset Management Inc. 0.02% Add +39.6% 56,899 $4.7M
Zions Bancorporation, N.A. 0.29% Add +12.3% 56,344 $4.6M
First Citizens Bank & Trust Co. 0.08% Reduce -2.5% 56,121 $4.6M
Sigma Planning Corp 0.14% Reduce -5.5% 56,012 $4.6M
Clearbridge Investments, LLC 0.00% Reduce -3.4% 55,980 $4.6M
United Bank 1.94% Add +7.8% 55,656 $4.6M
Griffith & Werner, Inc. 3.01% — 55,463 $4.6M
Clearstead Advisors, LLC 0.07% Reduce -1.4% 55,431 $4.6M
Trajan Wealth LLC 0.25% Add +2.4% 54,494 $4.5M
Hennion & Walsh Asset Management, Inc. 0.20% Add +1.7% 54,218 $4.5M
Wealthcare Advisory Partners LLC 0.12% Reduce -2.3% 53,852 $4.4M
Global Wealth Management Investment Advisory, Inc. 0.90% Add +1.9% 53,294 $4.4M
Kentucky Trust Co 2.55% — 52,617 $4.3M
Meridian Wealth Management, LLC 0.20% Add +1.4% 52,259 $4.3M
Ieq Capital, LLC 0.04% Reduce -23.4% 52,181 $4.3M
New Mexico Educational Retirement Board 0.14% Reduce -2.6% 52,087 $4.3M
Wesbanco Bank Inc. 0.15% Add +0.5% 52,025 $4.3M
Money Concepts Capital Corp. 0.31% Add +1.1% 50,824 $4.2M
Montag A & Associates Inc. 0.20% Add +0.9% 50,363 $4.1M
Greatmark Investment Partners, Inc. 0.56% Add +5.4% 50,224 $4.1M
Pathway Financial Advisers, LLC 1.39% Reduce -1.8% 50,185 $4.1M
All Terrain Financial Advisors, LLC 1.58% Add +1.9% 49,436 $4.1M
Advisors Asset Management, Inc. 0.07% Add +3.4% 49,401 $4.1M
Tokio Marine Asset Management Co. Ltd. 0.14% Add +0.8% 49,253 $4.1M
Alpine Woods Capital Investors, LLC 0.77% Add +19.2% 49,187 $4.0M
Laurel Wealth Advisors LLC 0.63% Add +1.9% 49,156 $4.0M
Bremer Bank National Association 0.80% Reduce -3.0% 48,973 $4.0M
Prime Capital Investment Advisors, LLC 0.06% Reduce -17.0% 48,947 $4.0M
First Bank & Trust 0.77% Reduce -8.9% 48,894 $4.0M
Birmingham Capital Management Co. Inc. 1.49% Reduce -3.8% 48,775 $4.0M
Signaturefd, LLC 0.08% Add +0.2% 48,760 $4.0M
Farmers Trust Co. 0.74% Add +31.6% 48,383 $4.0M
Sugarloaf Wealth Management, LLC 0.75% Reduce -2.6% 48,376 $4.0M
Nepsis Inc. 0.99% Reduce -2.2% 48,089 $4.0M
AE Wealth Management LLC 0.03% Reduce -6.3% 47,956 $3.9M
Shorepoint Capital Partners LLC 0.90% Add +3.5% 47,761 $3.9M
Brown Advisory Inc. 0.01% Add +5.5% 47,517 $3.9M
Woodley Farra Manion Portfolio Management Inc. 0.19% Add +1.1% 46,710 $3.8M
Bessemer Group Inc. 0.01% Add +1.7% 46,501 $3.8M
Hengehold Capital Management LLC 0.36% Add +0.1% 46,479 $3.8M
Main Street Financial Solutions, LLC 0.37% Reduce -14.3% 46,118 $3.8M
Level Four Advisory Services, LLC 0.15% Add +1.3% 45,845 $3.8M
Apollon Financial, LLC 0.94% New 45,817 $3.8M
Morton Community Bank 0.99% Add +1.1% 45,740 $3.8M
OMERS ADMINISTRATION Corp 0.03% Add +20.5% 45,661 $3.8M
Palisade Asset Management, LLC 0.38% No change 45,394 $3.7M
Neo Ivy Capital Management 0.75% New 45,360 $3.7M
Intact Investment Management Inc. 0.13% Reduce -68.3% 45,300 $3.7M
Red Cedar Investment Management, LLC 0.46% No change 44,897 $3.7M
Rench Wealth Management, Inc. 1.25% Add +0.1% 44,425 $3.7M
L & S Advisors Inc 0.45% Add +69.9% 44,155 $3.6M
Patrick Mauro Investment Advisor, INC. 2.08% Add +10.6% 44,136 $3.6M
FORA Capital, LLC 0.41% New 43,918 $3.6M
MTM Investment Management, LLC 1.39% Reduce -0.1% 43,911 $3.6M
Waters Parkerson & Co., LLC 0.19% No change 43,904 $3.6M
Bailard, Inc. 0.09% Add +11.2% 43,501 $3.6M
Norinchukin Bank, The 0.07% Add +2.8% 42,857 $3.5M
SG Americas Securities, LLC 0.02% Reduce -85.2% 42,301 $3.5M
Choreo, LLC 0.05% Reduce -4.0% 42,178 $3.5M
Essex Financial Services, Inc. 0.25% Add +3.9% 42,188 $3.5M
Great Lakes Advisors, LLC 0.03% Add +3.2% 42,094 $3.5M
Ameritas Investment Partners, Inc. 0.11% Reduce -0.8% 42,015 $3.5M
Woodstock Corp. 0.33% Add +5.1% 41,823 $3.4M
Capital Group Private Client Services, Inc. 0.03% Reduce -73.0% 41,761 $3.4M
Reaves W H & Co. Inc. 0.09% Reduce -0.1% 41,745 $3.4M
OneDigital Investment Advisors LLC 0.04% Reduce -1.9% 41,731 $3.4M
Park Avenue Securities LLC 0.04% Reduce -23.4% 41,401 $3.4M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.36% Add +0.0% 41,330 $3.4M
Mainstay Capital Management LLC 0.52% Add +1.3% 41,217 $3.4M
Providence Capital Advisors, LLC 0.69% Add +0.3% 41,073 $3.4M
Canandaigua National Bank & Trust Co. 0.33% Reduce -2.2% 41,062 $3.4M
TrueWealth Advisors, LLC 1.12% Reduce -0.3% 40,897 $3.4M
LongView Wealth Management 1.02% Add +0.0% 40,678 $3.3M
Concord Wealth Partners 0.54% Add +5.4% 40,161 $3.3M
Cary Street Partners Financial LLC 0.11% — 39,785 $3.3M
OneAscent Wealth Management LLC 1.34% Add +30.5% 39,448 $3.2M
Sovereign Financial Group, Inc. 0.74% Reduce -1.4% 39,372 $3.2M
HighPoint Advisor Group LLC 0.18% Reduce -1.4% 37,338 $3.2M
Argent Trust Co 0.13% Reduce -0.6% 39,156 $3.2M
Peapack Gladstone Financial Corp. 0.05% Reduce -0.0% 39,072 $3.2M
SteelPeak Wealth, LLC 0.13% Reduce -60.0% 38,758 $3.2M
Alberta Investment Management Corp 0.02% No change 38,700 $3.2M
Avantax Planning Partners, Inc. 0.11% Add +4.1% 38,619 $3.2M
Wills Financial Group, Inc. 1.36% Add +27.8% 38,365 $3.2M
JPL Wealth Management, LLC 0.90% — 38,350 $3.2M
Dearborn Partners LLC 0.13% Reduce -0.5% 38,184 $3.1M
Bank Julius Baer & Co. Ltd, Zurich 0.01% New 38,000 $3.1M
First National Bank of Omaha 0.20% Reduce -5.2% 37,735 $3.1M
Eisler Capital Management Ltd. 0.10% — 37,608 $3.1M
Two Sigma Advisers, LP 0.01% New 37,400 $3.1M
Daymark Wealth Partners, LLC 0.13% Add +1.0% 37,292 $3.1M
First National Advisers, LLC 0.50% Add +6.5% 37,193 $3.1M
Empirical Finance, LLC 0.18% Reduce -1.3% 36,920 $3.0M
Concord Asset Management, LLC 0.66% Add +8.9% 36,693 $3.0M
Family Legacy, Inc. 1.02% Reduce -0.1% 36,338 $3.0M
Entropy Technologies, LP 0.31% Add +388.7% 36,549 $3.0M
Nomura Holdings Inc. 0.02% Add +1496.1% 36,104 $3.0M
CreativeOne Wealth, LLC 0.09% Add +13.0% 35,968 $3.0M
Bokf, NA 0.05% Reduce -0.7% 36,404 $3.0M
Woodmont Investment Counsel LLC 0.22% Reduce -0.5% 35,656 $2.9M
Forte Capital LLC 0.33% Add +0.8% 35,546 $2.9M
Lantz Financial LLC 0.78% Add +0.1% 35,393 $2.9M
Praxis Investment Management Inc. 0.19% Reduce -16.5% 34,801 $2.9M
Northwestern Mutual Investment Management Company, LLC 0.06% Add +0.4% 34,790 $2.9M
McRae Capital Management Inc. 0.56% Reduce -1.4% 34,632 $2.9M
Greenland Capital Management LP 0.58% New 34,600 $2.8M
IMC-Chicago, LLC 0.08% New 34,371 $2.8M
Kingsview Wealth Management, LLC 0.06% Add +3.3% 34,362 $2.8M
Johnson Investment Counsel Inc. 0.03% Add +3.1% 33,544 $2.8M
First National Trust Co 0.10% Add +0.0% 33,506 $2.8M
Waterloo Capital, L.P. 0.29% Reduce -1.3% 33,435 $2.8M
Mutual Advisors, LLC 0.08% Add +15.7% 32,783 $2.8M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.18% Reduce -26.7% 33,000 $2.7M
Pettyjohn, Wood & White, Inc. 0.50% Reduce -5.1% 32,996 $2.7M
Adalta Capital Management LLC 1.41% Add +11.8% 32,794 $2.7M
Bank Ozk 1.12% Add +7.2% 32,756 $2.7M
Nicholas Hoffman & Company, LLC. 0.11% Reduce -0.7% 32,694 $2.7M
GWN Securities Inc. 0.72% — 32,202 $2.7M
Allstate Corp. 0.08% New 32,614 $2.7M
Coastal Bridge Advisors, LLC 0.67% Add +0.4% 32,508 $2.7M
Harbour Investments, Inc. 0.08% Add +0.6% 32,452 $2.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 32,400 $2.7M
U.S. Capital Wealth Advisors, LLC 0.08% Add +17.1% 32,360 $2.7M
Robbins Farley 1.30% Reduce -2.3% 32,335 $2.7M
Hartford Financial Management Inc. 0.54% Reduce -0.6% 32,200 $2.7M
Murphy, Middleton, Hinkle & Parker, Inc. 1.49% Reduce -6.6% 32,042 $2.6M
FCG Investment Co 1.60% Add +18.9% 32,001 $2.6M
New Age Alpha Advisors, LLC 0.11% Add +16464.3% 31,969 $2.6M
Great Lakes Retirement, Inc. 0.34% Reduce -0.2% 31,966 $2.6M
Rockline Wealth Management, LLC 0.70% Add +6.1% 31,727 $2.6M
Leelyn Smith, LLC 0.46% Reduce -1.1% 31,673 $2.6M
Oakworth Capital, Inc. 0.18% Reduce -34.9% 31,633 $2.6M
Campbell & CO Investment Adviser LLC 0.20% New 31,582 $2.6M
CoreCap Advisors, LLC 0.12% Add +232.3% 31,321 $2.6M
KCM Investment Advisors LLC 0.09% Reduce -7.5% 31,226 $2.6M
Bank of Hawaii 0.14% Reduce -0.6% 31,178 $2.6M
Texas Yale Capital Corp. 0.10% Reduce -1.0% 30,970 $2.5M
Holderness Investments Co. 0.56% Reduce -0.2% 30,951 $2.5M
apricus wealth, LLC 1.65% Reduce -1.4% 30,840 $2.5M
Biltmore Family Office, LLC 0.43% Add +0.2% 30,772 $2.5M
Hayek Kallen Investment Management 0.92% Reduce -2.2% 30,638 $2.5M
J.W. Cole Advisors, Inc. 0.10% Add +1.3% 30,602 $2.5M
Callan Family Office, LLC 0.16% Add +559.5% 30,543 $2.5M
Focus Partners Advisor Solutions, LLC 0.04% Add +27.0% 30,541 $2.5M
XTX Topco Ltd 0.21% New 30,480 $2.5M
SouthState Bank Corp 0.16% Add +0.3% 30,446 $2.5M
Rahlfs Capital, LLC 2.47% — 30,295 $2.5M
Pinnacle Wealth Management Advisory Group, LLC 0.23% Add +1.0% 30,270 $2.5M
Sowell Financial Services LLC 0.13% Add +15.3% 30,209 $2.5M
Townsquare Capital LLC 0.03% Add +13.7% 30,166 $2.5M
Regal Investment Advisors LLC 0.19% Add +5.9% 30,117 $2.5M
Courier Capital LLC 0.17% Reduce -7.3% 30,020 $2.5M
Systematic Alpha Investments, LLC 0.09% No change 30,000 $2.5M
Clarkston Capital Partners, LLC 0.05% No change 30,000 $2.5M
Fulton Bank, N.A. 0.09% Add +0.9% 29,903 $2.5M
Old Port Advisors 0.71% Add +3.3% 29,830 $2.5M
Naviter Wealth, LLC 0.30% Add +21.8% 29,820 $2.5M
Marshall Financial Group, LLC 0.59% Reduce -4.4% 29,810 $2.5M
Pullen Investment Management, LLC 1.59% Reduce -1.0% 29,662 $2.4M
Shoker Investment Counsel, Inc. 0.82% Add +3.5% 29,381 $2.4M
Broadwater Capital Management LLC 1.85% Reduce -0.3% 29,358 $2.4M
Diversified Enterprises, LLC 0.23% Add +0.7% 29,186 $2.4M
Harbor Capital Advisors, Inc. 0.10% Add +3.1% 29,063 $2.4M
Leo Wealth, LLC 0.21% Add +13.3% 28,949 $2.4M
Empowered Funds, LLC 0.03% Add +25.6% 28,936 $2.4M
Concourse Financial Group Securities, Inc. 0.13% Reduce -0.7% 28,766 $2.4M
Greenleaf Trust 0.02% Reduce -4.8% 28,704 $2.4M
Mechanics Bank Trust Department 0.31% Reduce -1.2% 28,575 $2.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.35% Add +0.3% 28,570 $2.4M
Harbour Trust & Investment Management Co 0.27% Reduce -4.3% 28,462 $2.3M
TFG Advisers LLC 0.84% Add +0.6% 28,360 $2.3M
Hilltop National Bank 0.69% Add +1.9% 28,074 $2.3M
FAS Wealth Partners, Inc. 0.19% Add +4.0% 27,962 $2.3M
Jacobi Capital Management LLC 0.17% Add +0.5% 27,737 $2.3M
Equitable Trust Co. 0.13% No change 27,492 $2.3M
Centaurus Financial, Inc. 0.14% Reduce -1.9% 27,491 $2.3M
EverSource Wealth Advisors, LLC 0.13% Add +2.0% 27,468 $2.3M
Meiji Yasuda Asset Management Co Ltd. 0.09% Reduce -4.7% 27,390 $2.3M
Allen Mooney & Barnes Investment Advisors LLC 0.38% Add +1.1% 27,340 $2.3M
Smith Chas P & Associates Pa Cpas 0.13% Add +0.8% 27,268 $2.2M
Stamos Capital Partners, L.P. 0.53% Add +20.0% 27,260 $2.2M
PFG Investments, LLC 0.14% Reduce -1.3% 27,163 $2.2M
Caprock Group, LLC 0.07% Add +5.6% 27,043 $2.2M
Kavar Capital Partners Group, LLC 0.37% No change 26,943 $2.2M
Ethic Inc. 0.04% Add +40.1% 26,576 $2.2M
Tyche Wealth Partners LLC 0.46% Reduce -1.2% 26,576 $2.2M
Fiduciary Alliance LLC 0.22% Add +153.4% 26,548 $2.2M
Miller Howard Investments Inc. 0.07% Add +1.2% 26,409 $2.2M
TD Private Client Wealth LLC 0.06% Reduce -1.7% 26,401 $2.2M
Argyle Capital Management, LLC 0.85% Add +3.2% 26,271 $2.2M
Vectors Research Management, LLC 0.73% Add +5.7% 26,207 $2.2M
John G Ullman & Associates Inc. 0.32% Add +0.4% 26,194 $2.2M
Barometer Capital Management Inc. 0.86% Reduce -28.8% 27,640 $2.1M
United Services Automobile Association 0.07% No change 25,835 $2.1M
Advanced Asset Management Advisors Inc 0.56% No change 25,805 $2.1M
Perigon Wealth Management, LLC 0.05% Reduce -1.8% 25,256 $2.1M
IHT Wealth Management, LLC 0.07% Reduce -9.1% 25,495 $2.1M
Bleakley Financial Group, LLC 0.06% Add +8.5% 25,362 $2.1M
Ascent Wealth Partners, LLC 0.28% Add +1.2% 25,193 $2.1M
Capital Square, LLC 1.18% Add +4.0% 24,800 $2.1M
Verdence Capital Advisors LLC 0.17% Add +4.4% 25,013 $2.1M
Farther Finance Advisors, LLC 0.07% Add +13.0% 25,007 $2.1M
American Assets Investment Management, LLC 0.17% No change 25,000 $2.1M
Old North State Trust, LLC 1.31% Add +12.0% 24,984 $2.1M
S.E.E.D. Planning Group LLC 0.69% Reduce -0.2% 24,951 $2.1M
Mgo One Seven LLC 0.08% Add +2.2% 24,912 $2.1M
Measured Risk Portfolios, Inc. 2.28% — 24,898 $2.0M
Gladstone Institutional Advisory LLC 0.09% Reduce -10.2% 24,688 $2.0M
Baillie Gifford & Co. 0.00% Add +10.8% 24,639 $2.0M
Essex LLC 0.43% Reduce -8.4% 24,624 $2.0M
Principal Securities, Inc. 0.05% Add +5.5% 24,544 $2.0M
Stolper Co 0.67% Add +1.0% 24,510 $2.0M
Trust Co. of Vermont 0.10% Reduce -0.0% 24,437 $2.0M
Assenagon Asset Management S.A. 0.00% Reduce -88.3% 24,326 $2.0M
Diversified Trust Co. 0.05% Reduce -5.1% 24,226 $2.0M
Siemens Fonds Invest GmbH 0.21% Add +175.0% 24,186 $2.0M
Aigen Investment Management, LP 0.35% New 23,980 $2.0M
Inman Jager Wealth Management, LLC 1.53% — 23,914 $2.0M
Private Trust Co. NA 0.20% Reduce -2.7% 23,883 $2.0M
Linden Thomas Advisory Services, LLC 0.25% Add +0.1% 23,725 $2.0M
ZWJ Investment Counsel Inc. 0.08% Add +9.7% 23,688 $1.9M
LBMC Investment Advisors, LLC 0.15% Add +0.0% 23,528 $1.9M
Citizens National Bank Trust Department 0.41% Reduce -0.5% 23,509 $1.9M
D L Carlson Investment Group Inc. 0.34% Reduce -0.2% 23,367 $1.9M
Southeast Asset Advisors, LLC 0.23% Add +6.7% 23,097 $1.9M
NBT Bank, N.A. 0.13% Reduce -2.7% 23,088 $1.9M
Cape Investment Advisory, Inc. 0.74% Add +5.6% 22,957 $1.9M
Raleigh Capital Management Inc. 0.73% Reduce -1.7% 22,873 $1.9M
First City Capital Management, Inc. 1.00% Reduce -0.4% 22,778 $1.9M
Smartleaf Asset Management LLC 0.19% Add +30.0% 22,551 $1.9M
Brown Brothers Harriman & Co. 0.01% Add +2.6% 22,558 $1.9M
Kingswood Wealth Advisors, LLC 0.14% Reduce -63.2% 22,480 $1.9M
Westpac Banking Corp. 0.12% Add +13.7% 22,437 $1.8M
NTV Asset Management LLC 0.24% Reduce -1.4% 22,375 $1.8M
Claro Advisors Inc. 0.25% Reduce -14.8% 22,354 $1.8M
HHM Wealth Advisors, LLC 0.25% Add +1.1% 22,310 $1.8M
Aquatic Capital Management LLC 0.05% New 22,191 $1.8M
HF Advisory Group, LLC 0.84% Reduce -3.2% 22,175 $1.8M
Forvis Mazars Wealth Advisors, LLC 0.04% Add +0.5% 22,123 $1.8M
Columbus Macro, LLC 0.25% Add +84.0% 22,109 $1.8M
Stock Yards Bank & Trust Co. 0.06% Reduce -0.8% 22,079 $1.8M
Farmers & Merchants Trust Co of Chambersburg PA 0.69% Add +14.4% 22,072 $1.8M
Schechter Investment Advisors, LLC 0.14% Reduce -4.7% 21,935 $1.8M
Cohen Klingenstein LLC 0.06% No change 21,800 $1.8M
Armor Investment Advisors, LLC 0.74% Reduce -6.0% 21,790 $1.8M
Jump Financial, LLC 0.04% Reduce -31.0% 21,743 $1.8M
Bangor Savings Bank 0.17% Add +0.9% 21,522 $1.8M
Cullen Investment Group, LTD. 0.26% Add +26.0% 21,467 $1.8M
World Investment Advisors 0.05% Add +93.4% 21,430 $1.8M
Ranch Capital Advisors Inc. 0.83% Add +5.2% 21,359 $1.8M
Wedbush Securities Inc. 0.06% Add +2.4% 21,280 $1.8M
First United Bank & Trust 0.64% Add +4.1% 21,241 $1.7M
Western Wealth Management, LLC 0.09% Add +0.2% 21,228 $1.7M
Mayfair Advisory Group, LLC 1.02% Add +5.2% 21,132 $1.7M
Nicholson Wealth Management Group, LLC 1.16% No change 21,122 $1.7M
Allen Capital Group, LLC 0.21% Add +17.0% 21,075 $1.7M
RDA Financial Network 0.50% Add +8.9% 20,961 $1.7M
Patten & Patten Inc. 0.11% Reduce -0.2% 20,899 $1.7M
Smith, Moore & Co. 0.16% Add +3.1% 20,896 $1.7M
Benedict Financial Advisors Inc. 0.41% Add +15.3% 20,671 $1.7M
Tidal Investments LLC 0.01% Reduce -13.5% 20,607 $1.7M
Global Retirement Partners, LLC 0.05% Add +6.9% 20,607 $1.7M
Horizon Investments, LLC 0.05% Add +3.3% 20,572 $1.7M
Citizens Financial Group Inc. 0.03% Reduce -1.0% 20,512 $1.7M
Donaldson Capital Management, LLC 0.06% Reduce -3.7% 20,476 $1.7M
Parsons Capital Management Inc. 0.09% Reduce -1.0% 20,440 $1.7M
Capital Investment Advisory Services, LLC 0.16% Reduce -2.1% 20,415 $1.7M
Shelton Capital Management 0.04% Reduce -15.4% 20,348 $1.7M
Orange Investment Advisors, Inc. 0.19% No change 20,280 $1.7M
MSH Capital Advisors LLC 0.52% Add +3.9% 20,251 $1.7M
Wealthspire Advisors, LLC 0.02% Add +1.3% 20,223 $1.7M
Compound Planning, Inc. 0.08% Add +0.1% 20,196 $1.7M
CPC Advisors, LLC 0.23% Add +2.7% 20,193 $1.7M
Bison Wealth, LLC 0.36% Reduce -36.2% 20,103 $1.7M
Geneos Wealth Management Inc. 0.06% Add +4.0% 20,091 $1.7M
Federation des caisses Desjardins du Quebec 0.01% Add +24.8% 20,048 $1.7M
Canal Insurance CO 0.43% No change 20,000 $1.6M
Mystic Asset Management, Inc. 0.44% Add +4.2% 19,911 $1.6M
Weaver Capital Management LLC 0.46% Add +3.0% 19,885 $1.6M
Good Life Advisors, LLC 0.12% Reduce -3.8% 19,872 $1.6M
Meeder Advisory Services, Inc. 0.10% Reduce -2.3% 19,765 $1.6M
LMG Wealth Partners, LLC 0.35% Add +0.3% 19,707 $1.6M
SevenBridge Financial Group, LLC 0.31% Reduce -0.7% 18,753 $1.6M
Wilmington Savings Fund Society, FSB 0.03% Reduce -24.9% 19,670 $1.6M
Peoples Financial Services Corp. 0.75% Reduce -0.2% 19,551 $1.6M
Caldwell Trust Co 0.17% Add +21.1% 19,530 $1.6M
Vontobel Holding Ltd. 0.01% New 19,255 $1.6M
Stonebridge Financial Group, LLC 0.17% — 19,144 $1.6M
Pacific Wealth Strategies Group, Inc. 1.10% Add +4.6% 19,133 $1.6M
Salem Investment Counselors Inc. 0.05% Reduce -0.0% 19,076 $1.6M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.81% Add +139.0% 19,000 $1.6M
Cohen Capital Management, Inc. 0.26% No change 19,000 $1.6M
SBI Securities Co., Ltd. 0.05% — 18,965 $1.6M
Venture Visionary Partners LLC 0.07% Add +0.1% 18,953 $1.6M
Brooks, Moore & Associates, Inc. 0.92% Reduce -0.5% 18,923 $1.6M
Romano Brothers and Company 0.19% Reduce -5.6% 18,685 $1.5M
LVW Advisors, LLC 0.19% Add +10.4% 18,566 $1.5M
Eagle Rock Investment Company, LLC 0.25% Reduce -1.0% 18,534 $1.5M
Hancock Whitney Corp. 0.05% Reduce -30.9% 18,517 $1.5M
Primoris Wealth Advisors, LLC 1.16% No change 18,494 $1.5M
Providence First Trust Co 0.57% Add +641.4% 18,461 $1.5M
NorthRock Partners, LLC 0.05% Add +1.5% 18,449 $1.5M
Adapt Wealth Advisors, LLC 0.75% Add +0.0% 18,431 $1.5M
Glenview Trust Co 0.03% Reduce -8.2% 18,408 $1.5M
Arete Wealth Advisors, LLC 0.11% Add +1.3% 18,451 $1.5M
ICW Investment Advisors LLC 0.63% Add +1.8% 18,380 $1.5M
SWAN Capital LLC 0.74% Reduce -0.3% 18,379 $1.5M
RFP Financial Group LLC 0.59% Reduce -50.0% 18,341 $1.5M
Cordgrass Capital Advisors, LLC 0.44% Add +0.1% 18,329 $1.5M
LVZ, Inc. 0.19% Add +11.9% 18,268 $1.5M
Regent Peak Wealth Advisors LLC 0.34% Add +0.3% 18,185 $1.5M
Cornell Pochily Investment Advisors, Inc. 0.52% Add +4.3% 18,151 $1.5M
Frank, Rimerman Advisors LLC 0.11% Add +0.0% 18,081 $1.5M
Bristlecone Advisors, LLC 0.12% Add +0.1% 18,075 $1.5M
Monte Financial Group, LLC 0.64% No change 18,065 $1.5M
Danske Bank A/S 0.00% Add +92.9% 18,063 $1.5M
Y-Intercept (Hong Kong) Ltd 0.10% Add +129.9% 18,042 $1.5M
AssuredPartners Investment Advisors, LLC 0.29% — 18,006 $1.5M
Sumitomo Life Insurance Co. 0.03% Reduce -3.1% 17,975 $1.5M
Aviva PLC 0.00% No change 17,943 $1.5M
Ashton Thomas Private Wealth, LLC 0.06% Reduce -7.3% 17,853 $1.5M
Vise Technologies, Inc. 0.12% Add +139.0% 17,810 $1.5M
Rollins Financial Advisors, LLC 0.23% Add +31.5% 17,784 $1.5M
Earnest Partners LLC 0.01% Reduce -2.0% 17,762 $1.5M
Smith Thornton Advisors LLC 0.92% Add +6.2% 17,760 $1.5M
Vinva Investment Management Ltd 0.06% Add +47.1% 17,611 $1.5M
CW Advisors, LLC 0.02% Reduce -49.1% 17,597 $1.4M
Cresset Asset Management, LLC 0.01% Reduce -74.4% 17,598 $1.4M
Koshinski Asset Management, Inc. 0.12% Add +1.7% 17,571 $1.4M
Twin Capital Management Inc. 0.16% Reduce -2.1% 17,530 $1.4M
Sheaff Brock Investment Advisors, LLC 0.13% Add +3.4% 17,526 $1.4M
Accurate Wealth Management, LLC 0.28% Add +1.6% 17,665 $1.4M
Canada Post Corp Registered Pension Plan 0.08% — 17,432 $1.4M
Jeppson Wealth Management, LLC 0.52% Add +0.5% 17,382 $1.4M
L.M. Kohn & Company 0.37% Reduce -2.0% 17,340 $1.4M
Wellington Shields & Co., LLC 0.44% No change 17,334 $1.4M
Burns J W & Co. Inc. 0.18% Reduce -3.0% 17,311 $1.4M
GAMMA Investing LLC 0.12% Reduce -0.8% 17,248 $1.4M
SeaCrest Wealth Management, LLC 0.15% Add +3.8% 17,086 $1.4M
High Net Worth Advisory Group LLC 0.39% No change 17,070 $1.4M
Empire Financial Management Company, LLC 0.44% Add +24.6% 17,033 $1.4M
NJ State Employees Deferred Compensation Plan 0.17% No change 17,000 $1.4M
EPG Wealth Management LLC 0.37% Reduce -1.1% 16,947 $1.4M
Axxcess Wealth Management, LLC 0.03% Reduce -3.5% 16,858 $1.4M
Gleason Group, Inc. 0.24% Add +0.8% 16,844 $1.4M
Assetmark, Inc. 0.00% Add +12.9% 16,749 $1.4M
Centennial Bank 0.65% Reduce -0.5% 16,660 $1.4M
Walleye Capital LLC 0.01% Reduce -75.4% 16,578 $1.4M
Valeo Financial Advisors, LLC 0.04% Add +1.4% 16,548 $1.4M
Generali Investments CEE, investicni spolecnost, a.s. 0.14% — 16,400 $1.4M
First County Bank 0.75% Reduce -13.3% 16,381 $1.3M
Investor's Fiduciary Advisor Network, LLC 0.51% — 16,251 $1.3M
Lineweaver Wealth Advisors, LLC 0.25% Add +10.0% 16,194 $1.3M
Farmers National Bank 0.39% — 16,194 $1.3M
Mufg Securities Americas Inc. 0.18% — 16,174 $1.3M
Kovack Advisors, Inc. 0.13% Add +0.6% 16,165 $1.3M
Ipswich Investment Management Co., Inc. 0.32% Reduce -1.8% 16,121 $1.3M
Focus Financial Network, Inc. 0.05% Add +2.0% 16,050 $1.3M
Symphony Financial, Ltd. Co. 0.21% Reduce -21.5% 15,761 $1.3M
Wedmont Private Capital 0.07% Add +10.9% 16,203 $1.3M
Asset Advisors Investment Management, LLC 0.14% Add +5.0% 16,002 $1.3M
Advisor OS, LLC 0.15% Reduce -1.5% 15,979 $1.3M
Adirondack Trust Co. 0.50% Reduce -0.5% 15,970 $1.3M
Stokes Family Office, LLC 0.14% Add +0.6% 15,954 $1.3M
Fullerton Fund Management Co Ltd. 0.05% Add +16.6% 15,889 $1.3M
CapWealth Advisors, LLC 0.14% Reduce -1.5% 15,878 $1.3M
International Assets Investment Management, LLC 0.11% Reduce -4.5% 15,913 $1.3M
Composition Wealth, LLC 0.03% Add +6.4% 15,818 $1.3M
Clifford Swan Investment Counsel LLC 0.05% Reduce -1.6% 15,800 $1.3M
Strategic Blueprint, LLC 0.08% Add +1.4% 15,767 $1.3M
Venturi Wealth Management, LLC 0.06% Add +44.9% 15,761 $1.3M
Burke & Herbert Bank & Trust Co. 0.31% Reduce -2.0% 15,741 $1.3M
Laird Norton Wetherby Wealth Management, LLC 0.06% Reduce -14.7% 15,741 $1.3M
Huber Capital Management LLC 0.26% Reduce -32.9% 15,700 $1.3M
Snowden Capital Advisors LLC 0.04% Reduce -38.5% 15,652 $1.3M
TrinityPoint Wealth, LLC 0.18% Reduce -0.4% 15,617 $1.3M
Two Sigma Investments, LP 0.00% New 15,600 $1.3M
Kentucky Retirement Systems Insurance Trust Fund 0.22% Reduce -3.5% 31,225 $1.3M
Sandy Spring Bank 0.05% Reduce -2.0% 15,569 $1.3M
Jane Street Group, LLC 0.00% Reduce -88.6% 15,530 $1.3M
Vest Financial, LLC 0.02% Add +42.6% 15,470 $1.3M
Sherbrooke Park Advisers LLC 0.40% Add +158.2% 15,398 $1.3M
XML Financial, LLC 0.12% Add +7.5% 15,315 $1.3M
Highline Wealth Partners LLC 0.41% Add +0.7% 15,308 $1.3M
TCW Group Inc. 0.01% Add +2.5% 15,305 $1.3M
Ignite Planners, LLC 0.28% Add +0.2% 15,279 $1.3M
Old National Bancorp 0.03% Add +6.2% 15,239 $1.3M
Powers Advisory Group, LLC 0.63% Add +0.6% 15,238 $1.3M
Confluence Wealth Services, Inc. 0.08% Reduce -8.2% 15,234 $1.3M
Schonfeld Strategic Advisors LLC 0.01% Reduce -20.6% 15,175 $1.2M
Dynamic Technology Lab Private Ltd 0.20% New 14,990 $1.2M
Silver Oak Securities, Incorporated 0.11% Add +20.8% 14,931 $1.2M
WMG Financial Advisors, LLC 0.53% Add +298.9% 14,915 $1.2M
Sculati Wealth Management, LLC 0.49% Reduce -5.7% 14,910 $1.2M
Yeomans Consulting Group, Inc. 0.46% Reduce -18.9% 14,866 $1.2M
Hilltop Holdings Inc. 0.08% Reduce -28.0% 14,795 $1.2M
Silvercrest Asset Management Group LLC 0.01% Reduce -2.3% 14,741 $1.2M
Delta Asset Management LLC 0.11% Reduce -1.9% 14,729 $1.2M
Ninepoint Partners LP 0.19% Add +24.8% 14,710 $1.2M
SVB Wealth LLC 0.02% New 14,636 $1.2M
Spreng Capital Management, Inc. 0.54% Reduce -0.4% 14,617 $1.2M
Fca Corp. 0.37% Add +0.2% 14,584 $1.2M
Bank & Trust Co 1.01% Reduce -2.5% 14,573 $1.2M
Bahl & Gaynor LLC 0.01% Reduce -0.9% 14,490 $1.2M
Glen Eagle Advisors, LLC 0.20% Add +103.1% 14,488 $1.2M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.30% Reduce -5.7% 14,481 $1.2M
Philadelphia Trust Co. 0.09% No change 14,470 $1.2M
Griffin Asset Management, Inc. 0.14% Reduce -7.2% 14,458 $1.2M
Qtron Investments LLC 0.17% No change 14,394 $1.2M
Plan Group Financial, LLC 0.63% Add +9.1% 14,377 $1.2M
DMC Group, LLC 0.96% Add +1.0% 14,374 $1.2M
Register Financial Advisors LLC 0.59% Add +0.2% 14,354 $1.2M
Chatham Capital Group, Inc. 0.19% No change 14,294 $1.2M
Cadence Bank 0.08% Reduce -8.9% 14,210 $1.2M
Occudo Quantitative Strategies LP 0.21% New 14,201 $1.2M
Ti-Trust, Inc. 0.78% Reduce -0.3% 14,160 $1.2M
Retirement Planning Co of New England, Inc. 0.56% Reduce -1.1% 14,143 $1.2M
IFP Advisors, Inc 0.04% Add +6.8% 14,020 $1.2M
Farmers & Merchants Investments Inc. 0.04% Reduce -0.0% 14,075 $1.2M
Red Door Wealth Management, LLC 0.18% Reduce -3.1% 14,009 $1.2M
Meiji Yasuda Life Insurance Co 0.02% Reduce -15.4% 14,007 $1.2M
Means Investment Co., Inc. 0.12% Add +2.8% 13,991 $1.2M
Kiker Wealth Management, LLC 0.93% — 13,991 $1.2M
Berkeley Capital Partners, LLC 0.32% Reduce -1.6% 13,938 $1.1M
Detalus Advisors, LLC 0.38% Add +0.4% 13,935 $1.1M
ForthRight Wealth Management, LLC 0.38% Add +0.4% 13,907 $1.1M
Jackson Thornton Wealth Management, LLC 0.14% Add +30.4% 13,903 $1.1M
GMO 0.00% Add +14.5% 13,886 $1.1M
Personal Cfo Solutions, LLC 0.22% Reduce -3.9% 13,827 $1.1M
West Bancorporation Inc. 0.75% No change 13,820 $1.1M
Archford Capital Strategies, LLC 0.17% Reduce -0.1% 13,754 $1.1M
Sheets Smith Wealth Management 0.14% Add +0.4% 13,722 $1.1M
Cannon Financial Strategists, Inc. 0.19% Add +2.8% 13,711 $1.1M
Impact Partnership Wealth, LLC 0.23% Add +331.0% 13,664 $1.1M
Mesirow Financial Investment Management, Inc. 0.02% Reduce -0.4% 13,661 $1.1M
Ritholtz Wealth Management 0.03% Reduce -1.1% 13,510 $1.1M
Lebenthal Global Advisors, LLC 0.20% Add +6.5% 13,508 $1.1M
Checchi Capital Advisers, LLC 0.08% Add +2.0% 13,488 $1.1M
Spire Wealth Management 0.03% Reduce -35.9% 13,426 $1.1M
Wiser Wealth Management, Inc 0.31% Add +1.2% 13,275 $1.1M
United Bank 0.13% Add +0.2% 13,275 $1.1M
Mission Wealth Management, LP 0.03% Add +5.2% 13,257 $1.1M
Mitchell Sinkler & Starr 0.29% Reduce -25.3% 13,237 $1.1M
Brighton Jones LLC 0.03% Reduce -2.6% 13,200 $1.1M
SignalPoint Asset Management, LLC 0.26% Reduce -3.3% 13,193 $1.1M
Belpointe Asset Management LLC 0.07% Add +1.8% 12,560 $1.1M
Strategic Wealth Partners, Ltd. 0.09% Add +23.3% 12,419 $1.1M
Lombard Odier Asset Management (Switzerland) SA 0.08% Reduce -50.3% 13,074 $1.1M
GoalVest Advisory LLC 0.29% Reduce -0.9% 13,054 $1.1M
Keystone Financial Group 0.11% Add +18.5% 13,042 $1.1M
Guardian Wealth Advisors, LLC / NC 0.09% Add +5.6% 13,024 $1.1M
Trust Point Inc. 0.07% Add +2.1% 12,959 $1.1M
Country Club Bank 0.07% Reduce -0.1% 12,845 $1.1M
Asset Planning,Inc 0.81% — 12,849 $1.1M
Patton Albertson Miller Group, LLC 0.14% No change 12,834 $1.1M
1834 Investment Advisors Co. 0.13% Reduce -1.7% 12,797 $1.1M
Burney Co./ 0.04% Reduce -1.7% 12,785 $1.1M
Fidelis Capital Partners, LLC 0.11% Add +20.2% 12,524 $1.1M
Flputnam Investment Management Co. 0.02% Reduce -7.8% 12,752 $1.0M
Stiles Financial Services Inc 0.38% Add +12.1% 12,698 $1.0M
Parallel Advisors, LLC 0.02% Add +9.9% 12,685 $1.0M
Fourpath Capital Management, LLC 0.19% Reduce -0.5% 12,678 $1.0M
Waterfront Wealth Inc. 0.25% Add +1.7% 12,617 $1.0M
Baldwin Investment Management, LLC 0.13% Add +3.8% 12,527 $1.0M
SRH Advisors, LLC 0.31% No change 12,525 $1.0M
Bard Financial Services, Inc. 0.12% No change 12,520 $1.0M
Rowlandmiller & Partners.adv 0.21% Reduce -0.5% 12,484 $1.0M
Evercore Wealth Management, LLC 0.02% Reduce -0.9% 12,444 $1.0M
Firethorn Wealth Partners, LLC 0.51% Add +0.4% 12,406 $1.0M
Integrated Advisors Network LLC 0.05% Reduce -2.9% 12,406 $1.0M
Prosperity Consulting Group, LLC 0.08% Add +10.5% 12,394 $1.0M
Financial Security Advisor, Inc. 0.26% Add +1.3% 12,272 $1.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Reduce -16.2% 12,266 $1.0M
Marino, Stram & Associates LLC 0.22% Add +0.0% 12,261 $1.0M
Nicholas Wealth, LLC. 0.55% Add +1.2% 12,303 $1.0M
Essential Planning, LLC. 0.01% New 11,477 $1.0M
Davis Capital Management 0.82% Reduce -43.7% 12,201 $1.0M
Mosley Wealth Management 0.62% Add +13.1% 12,100 $1.0M
Johnson Financial Group, Inc. 0.05% Add +216.1% 11,884 $998K
Chemung Canal Trust Co. 0.21% Reduce -2.1% 12,116 $997K
Aft, Forsyth & Company, Inc. 0.48% No change 11,998 $988K
Second Line Capital, LLC 0.27% Add +12.7% 11,973 $986K
Cassaday & Co Wealth Management LLC 0.03% Reduce -4.7% 11,949 $984K
Allegheny Financial Group 0.25% Add +0.3% 11,942 $983K
CFS Investment Advisory Services, LLC 0.09% Add +1.9% 11,940 $983K
CWS Financial Advisors, LLC 0.32% Add +0.5% 11,927 $982K
Balboa Wealth Partners 0.22% Add +5.7% 11,915 $981K
Modera Wealth Management, LLC 0.01% Add +33.3% 11,913 $981K
Columbia Asset Management 0.19% Reduce -4.4% 11,885 $978K
Ables, Iannone, Moore & Associates, Inc. 0.60% Reduce -2.7% 11,874 $977K
Widmann Financial Services, Inc. 0.76% Reduce -1.2% 11,863 $977K
Cobblestone Capital Advisors LLC 0.05% Add +0.1% 11,844 $975K
Quadrant Capital Group LLC 0.07% Add +7.4% 11,828 $974K
Tradewinds, LLC. 0.27% Add +0.2% 11,358 $972K
Busey Bank 0.03% Add +1.0% 11,766 $969K
Stableford Capital II LLC 0.38% Reduce -1.7% 11,742 $967K
BIP Wealth, LLC 0.06% Add +14.4% 11,720 $965K
Jaffetilchin Investment Partners, LLC 0.07% Add +0.1% 11,710 $964K
Blue Fin Capital, Inc. 0.18% Add +1.6% 11,685 $962K
RS Crum Inc. 0.24% Reduce -0.8% 11,683 $962K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% Add +8.0% 11,643 $958K
Marietta Wealth Management, LLC 0.14% Add +0.5% 11,642 $958K
Grey Ledge Advisors, LLC 0.25% Add +0.1% 11,603 $955K
Bush Investment Group, LLC 0.74% No change 11,594 $954K
CI Investments Inc. 0.00% Reduce -29.7% 11,585 $954K
Hills Bank & Trust Co 0.07% No change 11,579 $953K
NovaPoint Capital, LLC 0.29% Add +2.9% 11,570 $952K
Ascentis Independent Advisors 0.18% Reduce -9.5% 11,539 $950K
Little House Capital LLC 0.27% New 11,515 $948K
Magnolia Capital Advisors LLC 0.25% New 11,508 $947K
First Hawaiian Bank 0.03% Reduce -1.9% 11,486 $946K
Ami Asset Management Corp. 0.05% Reduce -2.7% 11,465 $944K
Rogco, LP 0.38% Reduce -3.9% 11,459 $943K
Nicollet Investment Management, Inc. 0.32% No change 11,461 $943K
Nwam LLC 0.06% Reduce -0.0% 11,448 $942K
Valmark Advisers, Inc. 0.01% Reduce -2.9% 11,407 $939K
South Plains Financial, Inc. 0.72% — 11,374 $936K
Aprio Wealth Management, LLC 0.14% Add +42.2% 11,340 $933K
1620 Investment Advisors, Inc. 0.72% Add +1.4% 11,251 $926K
Resources Management Corp. /CT/ 0.13% Reduce -3.0% 11,220 $924K
Constitution Capital LLC 0.52% Add +13.7% 11,220 $924K
Cigna Investments Inc. 0.16% Reduce -0.7% 11,200 $922K
Shepherd Financial Partners LLC 0.11% No change 11,142 $917K
LaFleur & Godfrey LLC 0.12% Add +0.1% 11,063 $911K
Cherokee Insurance Co 0.41% — 11,000 $906K
Kuhn & Co Investment Counsel 0.77% Add +0.6% 10,999 $905K
Field & Main Bank 0.32% Add +7.2% 10,990 $905K
HUB Investment Partners, LLC 0.04% Add +61.8% 10,973 $903K
Linscomb Wealth, Inc. 0.04% Add +18.4% 10,955 $902K
Freedom Investment Management, Inc. 0.07% Add +3.8% 10,939 $900K
Brooklyn Investment Group 0.27% Add +9.7% 10,913 $898K
Beam Wealth Advisors, Inc. 0.28% Add +4.2% 10,869 $895K
Altfest L J & Co. Inc. 0.11% Add +136.6% 10,857 $894K
Texas Bank & Trust Co 0.37% — 10,788 $888K
Lazard Asset Management LLC 0.00% No change 10,800 $888K
Walter & Keenan Wealth Management LLC /in/ 0.27% Add +0.5% 10,763 $886K
Wealth Alliance, LLC 0.11% Reduce -0.1% 10,698 $881K
Silverlake Wealth Management LLC 0.34% Reduce -0.2% 10,694 $880K
Retirement Guys Formula LLC 0.44% Add +8.9% 10,658 $877K
Procyon Advisors, LLC 0.06% Reduce -2.0% 10,641 $876K
Everstar Asset Management, LLC 0.62% New 10,584 $871K
Jefferies Financial Group Inc. 0.01% Reduce -81.8% 10,544 $868K
Chesley Taft & Associates LLC 0.04% No change 10,515 $866K
Members Trust Co 0.03% Reduce -0.7% 10,507 $865K
Morningstar Investment Management LLC 0.07% No change 10,492 $864K
Gilbert & Cook, Inc. 0.12% Add +2.9% 10,463 $861K
Trustco Bank Corp. N Y 0.93% Reduce -7.1% 10,457 $861K
HBK Sorce Advisory LLC 0.03% Add +1.7% 10,424 $858K
Essex Bank 0.21% Reduce -1.9% 10,394 $856K
Bedell Frazier Investment Counselling, LLC 0.21% Reduce -0.1% 10,375 $854K
Boston Financial Mangement LLC 0.03% Reduce -1.0% 10,315 $849K
Investment Partners Asset Management, Inc. 0.66% Reduce -1.2% 10,270 $845K
Roundview Capital LLC 0.06% Add +7.0% 10,250 $844K
Plimoth Trust Co. LLC 0.22% Reduce -1.3% 10,247 $844K
RIA Advisory Group LLC 0.29% Reduce -7.5% 10,237 $843K
Sunburst Financial Group, LLC 0.21% Reduce -2.2% 10,234 $842K
White Lighthouse Investment Management Inc. 0.15% No change 10,229 $842K
Larson Financial Group LLC 0.04% Add +29.5% 10,194 $839K
Thoroughbred Financial Services, LLC 0.05% Add +0.6% 10,168 $837K
Viawealth, LLC 0.51% Reduce -10.2% 10,163 $837K
Mendel Money Management 0.37% Reduce -0.3% 10,156 $836K
Edge Financial Advisors LLC 0.75% Add +0.6% 10,136 $834K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -2.2% 10,112 $832K
Marco Investment Management LLC 0.07% Reduce -0.2% 10,103 $832K
Fifth Third Wealth Advisors LLC 0.04% Add +1.4% 10,085 $830K
Acorn Wealth Advisors, LLC 0.34% Add +0.6% 10,058 $828K
Bradley Foster & Sargent Inc. 0.01% Add +8.2% 10,053 $828K
Legacy Wealth Asset Management, LLC 0.22% Reduce -1.3% 10,033 $826K
WCG Wealth Advisors LLC 0.05% New 10,002 $823K
Home Federal Bank of Tennessee 0.24% No change 9,990 $822K
Certified Advisory Corp 0.09% Reduce -0.1% 9,985 $822K
Arrow Financial Corp 0.08% No change 9,960 $820K
Keudell/Morrison Wealth Management 0.21% Reduce -3.5% 9,922 $817K
Visionary Horizons, LLC 0.54% Reduce -3.2% 9,909 $816K
Secure Asset Management, LLC 0.12% Add +5.2% 9,880 $813K
Excalibur Management Corp. 0.32% Reduce -0.6% 9,850 $811K
Intrust Bank NA 0.08% Reduce -5.5% 9,721 $800K
Bryn Mawr Trust Advisors, LLC 0.04% Reduce -1.8% 9,710 $799K
GTS Securities LLC 0.04% Reduce -44.3% 9,670 $796K
BlueChip Wealth Advisors LLC 0.44% Add +22.4% 9,654 $795K
Diversify Advisory Services, LLC 0.04% Reduce -12.9% 9,772 $795K
Beaumont Financial Advisors, LLC 0.06% Add +0.3% 9,650 $794K
Cookson Peirce & Co. Inc. 0.04% Add +0.9% 9,642 $794K
Trueblood Wealth Management, LLC 0.39% Reduce -0.3% 9,638 $793K
Monetary Management Group Inc. 0.21% No change 9,607 $791K
Garner Asset Management Corp 0.36% Add +0.0% 9,593 $790K
Pine Valley Investments Ltd Liability Co 0.05% No change 9,544 $786K
Marex Group Ltd 0.01% Add +19.5% 9,500 $782K
Clear Creek Financial Management, LLC 0.08% Add +6.6% 9,494 $782K
Ancora Advisors LLC 0.02% Reduce -13.5% 9,489 $781K
Financial Advocates Investment Management 0.04% Reduce -8.4% 9,487 $781K
Chicago Partners Investment Group LLC 0.03% Add +1.7% 9,407 $781K
Journey Advisory Group, LLC 0.09% No change 10,033 $778K
Eagle Strategies LLC 0.13% Add +0.6% 9,451 $778K
Commerzbank Aktiengesellschaft 0.02% Add +55.8% 9,423 $777K
West Family Investments, Inc. 0.27% Add +0.5% 9,431 $776K
Buck Wealth Strategies, LLC 0.16% Add +67.5% 9,421 $776K
Graves Light Lenhart Wealth, Inc. 0.10% No change 9,402 $774K
Cornerstone Planning, LLC 0.30% — 9,402 $774K
HBW Advisory Services LLC 0.08% Add +4.8% 9,400 $774K
Montecito Bank & Trust 0.13% Add +5.7% 9,380 $772K
Meketa Investment Group Inc. 1.72% — 9,323 $767K
Affinity Wealth Management LLC 0.14% No change 9,309 $766K
Edge Capital Group, LLC 0.03% Reduce -99.8% 18 $763K
MADDEN SECURITIES Corp 0.30% Reduce -0.5% 9,250 $761K
Aberdeen Wealth Management LLC 0.52% Reduce -7.8% 9,167 $755K
CHICAGO TRUST Co NA 0.14% Add +15.2% 9,159 $754K
Mainsail Asset Management, LLC 0.53% Add +19.9% 9,153 $753K
KPP Advisory Services LLC 0.18% Add +5.6% 9,131 $752K
St. Johns Investment Management Company, LLC 0.35% Reduce -7.0% 9,122 $751K
Rehmann Capital Advisory Group 0.05% Add +0.9% 9,115 $750K
Verity Asset Management, Inc. 0.42% Reduce -51.6% 9,105 $750K
World Equity Group, Inc. 0.16% Add +101.3% 9,054 $746K
Wells Trecaso Financial Group, LLC 0.24% No change 9,055 $745K
Insight Inv LLC 0.52% Add +8.4% 9,030 $743K
First Command Advisory Services, Inc. 0.01% Reduce -4.3% 9,012 $742K
Smith Salley Wealth Management 0.05% Reduce -2.2% 9,012 $742K
Court Place Advisors, LLC 0.24% Reduce -12.4% 9,000 $741K
JT Stratford LLC 0.12% Reduce -1.9% 8,984 $740K
Robertson Stephens Wealth Management, LLC 0.03% Add +49.2% 8,963 $738K
Richards, Merrill & Peterson, Inc. 0.39% — 8,962 $738K
Temasek Holdings (Private) Ltd 0.00% Reduce -75.3% 8,960 $738K
Community Bank of Raymore 0.58% No change 8,950 $737K
Modern Wealth Management, LLC 0.03% Add +193.9% 8,949 $737K
one8zero8, LLC 0.16% — 8,927 $735K
Moneco Advisors, LLC 0.08% Add +3.6% 8,909 $733K
Gables Capital Management Inc. 0.35% Add +1.1% 8,896 $732K
North Star Investment Management Corp. 0.05% Reduce -9.8% 8,885 $731K
Legacy Advisors, LLC 0.07% Add +9.4% 8,883 $731K
Mechanics Financial Corp 0.33% Reduce -0.6% 8,848 $728K
HM Payson & Co. 0.01% Reduce -3.8% 8,838 $728K
First National Corp. /Ma/ 0.16% Reduce -0.6% 8,838 $728K
Exencial Wealth Advisors, LLC 0.03% Reduce -2.1% 8,819 $726K
Shulman DeMeo Asset Management LLC 0.20% Reduce -0.1% 8,814 $726K
Mather Group, Llc. 0.01% Reduce -3.2% 8,793 $724K
Carnegie Investment Counsel 0.02% Reduce -25.3% 8,782 $723K
Xcel Wealth Management, LLC 0.20% Add +1.7% 8,776 $722K
Leisure Capital Management 0.28% Reduce -28.2% 8,730 $719K
Howard Capital Management Group, LLC 0.05% No change 8,698 $716K
Kennedy Investment Group, Inc. 0.32% Reduce -0.6% 8,692 $716K
Infrastructure Capital Advisors, LLC 0.12% New 8,690 $715K
Vista Capital Partners, Inc. 0.08% Add +0.1% 8,653 $712K
Rwa Wealth Partners, LLC 0.01% Reduce -37.1% 8,614 $709K
Roberts Glore & Co. Inc. 0.21% No change 8,577 $706K
Agf Management Ltd. 0.00% Reduce -46.3% 8,536 $703K
Wagner Wealth Management, LLC 0.18% Add +11.1% 8,529 $702K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.69% — 8,528 $702K
William Allan Corp 0.43% Add +0.3% 8,508 $700K
Allred Capital Management, LLC 0.27% Add +0.1% 8,482 $698K
Midland Wealth Advisors, LLC 0.04% Reduce -4.5% 8,465 $697K
McGlone Suttner Wealth Management, Inc. 0.12% Add +6.6% 8,449 $696K
Capstone Investment Advisors, LLC 0.01% Add +258.7% 8,448 $695K
Haverford Trust Co 0.01% Add +26.5% 8,438 $695K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -15.2% 8,380 $690K
Shell Asset Management Co. 0.03% Add +52.1% 8,366 $689K
Triad Wealth Partners, LLC 0.25% New 8,358 $688K
Rodgers Brothers Inc. 0.09% No change 8,343 $687K
Park National Corp. 0.03% Reduce -5.9% 8,334 $686K
Park Square Financial Group, LLC 0.47% — 8,322 $685K
Element Wealth, LLC 0.36% Reduce -2.0% 8,317 $685K
Successful Portfolios LLC 0.46% Add +0.0% 8,314 $684K
Valley Brook Capital Group, Inc. 0.51% Reduce -4.0% 8,304 $684K
Oxford Asset Management LLP 0.31% New 8,302 $683K
Aviance Capital Partners, LLC 0.09% Add +0.1% 8,298 $683K
ProVise Management Group, LLC 0.06% Reduce -11.1% 8,266 $680K
Atlantic Union Bankshares Corp 0.04% No change 8,234 $678K
Northstar Advisory Group, LLC 0.34% Add +6.5% 8,206 $676K
Baker Avenue Asset Management, LP 0.02% Add +2.1% 8,202 $675K
Franklin Street Advisors Inc. 0.04% Add +0.1% 8,191 $674K
Autumn Glory Partners, LLC 0.33% Reduce -51.9% 8,185 $674K
Benin Management CORP 0.18% Reduce -4.3% 8,125 $669K
Norden Group LLC 0.08% Add +3.8% 8,124 $669K
Private Capital Management, LLC 0.07% No change 8,122 $669K
Beacon Financial Group 0.07% Reduce -0.4% 8,104 $667K
Groesbeck Investment Management Corp. 0.87% New 8,100 $667K
Lakeshore Financial Planning, Inc. 0.28% Add +0.6% 8,064 $664K
Engineers Gate Manager LP 0.01% Add +110.0% 8,036 $662K
Geometric Wealth Advisors 0.12% Add +0.2% 8,021 $660K
Archer Investment Corp 0.18% No change 8,007 $659K
OneAscent Financial Services LLC 0.06% Add +25.0% 7,990 $658K
Fiduciary Trust Co 0.01% Add +5.3% 7,968 $656K
W Advisors, LLC 0.41% Reduce -0.3% 7,968 $656K
Cullen/Frost Bankers, Inc. 0.01% Add +4.8% 7,955 $655K
AdvisorNet Financial, Inc 0.05% Add +9.0% 7,949 $654K
St Germain D J Co. Inc. 0.03% Add +85.5% 7,920 $652K
Wealth Dimensions Group, Ltd. 0.16% Add +1.0% 7,908 $651K
McLean Asset Management Corp 0.19% Add +0.0% 7,857 $647K
SageOak Financial, LLC 0.59% — 7,844 $646K
FourThought Financial Partners, LLC 0.07% New 7,833 $645K
Delta Financial Group, Inc. 0.15% New 7,821 $644K
Three Magnolias Financial Advisors, LLC 0.68% — 7,815 $643K
Faithward Advisors, LLC 0.11% Add +0.3% 7,802 $642K
Centre Asset Management, LLC 0.15% Add +7.7% 7,798 $642K
Prairie Sky Financial Group LLC 0.39% No change 7,745 $638K
Grove Bank & Trust 0.09% Add +0.7% 7,723 $636K
Golden State Wealth Management, LLC 0.10% — 7,713 $635K
Baker Boyer National Bank 0.22% Reduce -4.3% 7,691 $633K
Banco Santander, S.A. 0.01% New 7,683 $632K
Blalock Williams, LLC 0.73% — 7,585 $624K
Sard Wealth Management Group, LLC 0.42% Add +0.8% 7,575 $624K
Dogwood Wealth Management LLC 0.33% Add +40.0% 7,545 $621K
Bath Savings Trust Co 0.06% No change 7,534 $620K
Richwood Investment Advisors, LLC 0.52% Reduce -2.5% 7,533 $620K
Skyline Advisors, Inc. 0.24% Add +0.1% 7,517 $619K
First Business Financial Services, Inc. 0.06% New 7,490 $617K
Sound Income Strategies, LLC 0.04% Add +7.5% 7,476 $615K
CX Institutional 0.02% Add +16.3% 7,475 $615K
Howard Capital Management, LLC 0.01% Add +4.8% 7,470 $615K
Breakwater Capital Group 0.12% Add +7.3% 7,458 $614K
Los Angeles Capital Management LLC 0.00% Reduce -60.9% 7,450 $613K
YHB Investment Advisors, Inc. 0.05% Add +172.4% 7,440 $612K
Aventura Private Wealth, LLC 0.33% — 7,429 $612K
Destination Wealth Management 0.02% Add +40.0% 7,423 $611K
Arlington Trust Co LLC 0.13% Add +21.5% 7,418 $611K
Moloney Securities Asset Management, LLC 0.08% Add +17.9% 7,398 $609K
111 Capital 0.13% — 7,387 $608K
Wilkins Miller Wealth Management, LLC 0.63% — 7,369 $607K
Wulff, Hansen & Co. 0.57% Reduce -0.2% 7,348 $605K
Cidel Asset Management Inc. 0.04% No change 7,346 $605K
Sonora Investment Management Group, LLC 0.05% Add +0.2% 7,272 $599K
iSAM Funds (UK) Ltd 0.44% New 7,253 $597K
Asset Planning Corporation 0.37% Reduce -2.2% 7,235 $596K
David J Yvars Group 0.36% Add +1.0% 7,229 $595K
Tritonpoint Wealth, LLC 0.05% Add +4.7% 7,227 $595K
Edgestream Partners, L.P. 0.03% Reduce -91.8% 7,225 $595K
Beaumont Asset Management, L.L.C. 0.34% Reduce -2.9% 7,198 $593K
Abound Wealth Management 0.19% Add +13.9% 7,198 $593K
City State Bank 0.21% Add +2.4% 7,187 $592K
Berger Financial Group, Inc 0.04% No change 7,171 $590K
Congress Asset Management Co. 0.00% Add +7.7% 7,158 $589K
Moneta Group Investment Advisors LLC 0.01% Add +9.9% 7,153 $589K
Country Trust Bank 0.01% No change 7,138 $588K
Formidable Asset Management, LLC 0.10% No change 7,135 $587K
Machina Capital S.A.S. 0.25% New 7,131 $587K
Lathrop Investment Management Co. 0.11% Add +0.2% 7,123 $586K
Patten Group, Inc. 0.13% Add +2.6% 7,106 $585K
Conning Inc. 0.02% Reduce -3.8% 7,094 $584K
Peninsula Asset Management Inc. 0.31% No change 7,090 $584K
Eastern Bank 0.01% Reduce -3.4% 7,070 $582K
AlphaQuest LLC 0.08% Reduce -68.8% 7,068 $582K
Ameritas Advisory Services, LLC 0.02% Reduce -7.5% 7,060 $581K
First Dallas Securities Inc. 0.24% No change 7,020 $578K
Angeles Investment Advisors, LLC 0.03% No change 7,019 $578K
Greenup Street Wealth Management LLC 0.11% New 6,995 $576K
Chicago Capital, LLC 0.02% Add +0.7% 6,991 $575K
Beacon Investment Advisors LLC 0.27% Reduce -1.7% 6,984 $575K
Perpetual Ltd 0.01% No change 6,984 $575K
Baldwin Wealth Partners LLC 0.04% Add +0.9% 6,964 $573K
Client 1ST Advisory Group, LLC 0.22% No change 6,961 $573K
Clearstead Trust, LLC 0.12% Add +0.5% 6,939 $571K
Capstone Wealth Management, LLC 0.56% — 6,937 $571K
Mraz, Amerine & Associates, Inc. 0.10% No change 6,890 $567K
Wealth Alliance Advisory Group, LLC 0.12% No change 6,884 $567K
Flow Traders U.S. LLC 0.02% New 6,864 $565K
Abel Hall, LLC 0.36% Add +0.5% 6,863 $565K
Finward Bancorp 0.49% — 6,856 $564K
Northstar Financial Companies, Inc. 0.53% — 6,851 $564K
Islay Capital Management, LLC 0.39% Reduce -0.1% 6,809 $561K
Union Savings Bank 0.28% No change 6,796 $559K
LGT Fund Management Co Ltd. 0.05% Add +47.9% 6,795 $559K
Stokes Capital Advisors, LLC 0.14% No change 6,794 $559K
Tradition Wealth Management, LLC 0.05% Add +3.4% 6,788 $559K
Welch & Forbes LLC 0.01% Add +2.4% 6,778 $558K
River Wealth Advisors LLC 0.07% Add +0.3% 6,774 $558K
Van Hulzen Asset Management, LLC 0.04% No change 6,770 $557K
Lake Street Advisors Group, LLC 0.03% Add +2.9% 6,768 $557K
Flagship Harbor Advisors, LLC 0.03% Add +21.5% 6,763 $557K
NorthCrest Asset Manangement, LLC 0.02% Add +10.3% 6,748 $555K
Tower Bridge Advisors 0.06% New 6,744 $555K
Smith Anglin Financial, LLC 0.05% Add +49.8% 6,741 $555K
Beta Wealth Group, Inc. 0.24% Add +1.6% 6,719 $553K
Novare Capital Management LLC 0.05% Add +2.4% 6,681 $550K
Builder Investment Group Inc. 0.15% Reduce -1.0% 6,662 $548K
Values First Advisors, Inc. 0.30% Add +83.7% 6,646 $547K
Brady Family Wealth, LLC 0.17% No change 6,580 $542K
Pinion Investment Advisors, LLC 0.21% Add +0.7% 6,564 $540K
Wealthspire Retirement, LLC 0.04% Add +0.3% 6,548 $539K
Cyndeo Wealth Partners, LLC 0.04% Add +0.3% 6,541 $538K
Clarius Group, LLC 0.04% Add +0.2% 6,541 $538K
BCR Wealth Strategies, LLC 0.25% Add +1.8% 6,536 $538K
Lowe Brockenbrough & Co. Inc. 0.03% Reduce -7.1% 6,519 $537K
Evergreen Capital Management LLC 0.02% Add +0.3% 6,510 $536K
Hexagon Capital Partners LLC 0.10% Reduce -3.4% 6,510 $536K
CVFG LLC 0.49% — 6,500 $535K
Prosperity Financial Group, Inc. 0.27% Add +0.5% 6,464 $532K
Thrive Wealth Management, LLC 0.10% Reduce -1.7% 6,451 $531K
Goldstone Financial Group, LLC 0.08% Add +7.8% 6,447 $531K
Marble Harbor Investment Counsel, LLC 0.06% No change 6,443 $530K
Atlas Wealth Partners, LLC 0.67% Add +5.8% 6,422 $529K
R Squared Ltd 0.51% — 6,420 $528K
Mosaic Family Wealth Partners, LLC 0.08% Reduce -1.7% 6,403 $527K
Heritage Wealth Advisors 0.03% Add +2.5% 6,327 $521K
Broyhill Asset Management, LLC 0.46% — 6,317 $520K
Moseley Investment Management Inc. 0.20% Add +0.3% 6,295 $518K
Avestar Capital, LLC 0.05% Add +10.3% 6,292 $518K
TCV Trust & Wealth Management, Inc. 0.05% No change 6,288 $518K
GeoWealth Management, LLC 0.02% Reduce -19.1% 6,284 $517K
OmniStar Financial Group, Inc. 0.41% Add +98.0% 6,263 $516K
Nebula Research & Development LLC 0.06% New 6,254 $515K
2UniFi Bank 0.34% — 6,236 $513K
Elwood & Goetz Wealth Advisory Group, LLC 0.12% Add +6.0% 6,211 $511K
Elevate Wealth Advisory, Inc. 0.38% Add +2.0% 6,200 $510K
Partners Wealth Management, LLC 0.58% — 6,200 $510K
Novak & Powell Financial Services, Inc. 0.30% Reduce -16.6% 6,198 $510K
Nilsine Partners, LLC 0.05% Add +6.6% 6,156 $507K
Sfmg, LLC 0.04% No change 6,153 $507K
Cordatus Wealth Management LLC 0.13% Add +4.5% 6,152 $506K
Reliant Investment Partners, LLC 0.45% — 6,115 $503K
Howe & Rusling Inc. 0.04% Reduce -15.4% 6,112 $503K
Atlas Brown,Inc. 0.17% Add +0.3% 6,104 $502K
Probity Advisors, Inc. 0.10% Reduce -1.6% 6,100 $502K
Summitry LLC 0.02% No change 6,100 $502K
Apella Capital, LLC 0.02% Add +3.4% 6,091 $501K
EntryPoint Capital, LLC 0.21% Add +52.2% 6,085 $501K
Capula Management Ltd 0.00% New 6,074 $500K
TBH Global Asset Management, LLC 0.12% Add +2.5% 6,072 $500K
Cranbrook Wealth Management, LLC 0.12% No change 6,036 $497K
Integras Partners LLC 0.44% — 6,024 $496K
PSI Advisors, LLC 0.15% No change 6,021 $496K
LCNB Corp. 0.18% Add +0.9% 6,017 $495K
Nations Financial Group Inc, /Ia/ 0.04% Reduce -13.3% 6,013 $495K
Orion Investment Co 0.20% No change 6,011 $495K
Schulhoff & Co. Inc. 0.18% No change 6,000 $494K
Stratos Wealth Advisors, LLC 0.02% Reduce -7.8% 5,999 $494K
PFW Advisors LLC 0.15% — 5,998 $494K
Legacy Financial Strategies, LLC 0.11% New 6,009 $493K
BankPlus Trust Department 0.16% — 5,979 $492K
GPS Wealth Strategies Group, LLC 0.06% No change 5,976 $492K
Aaron Wealth Advisors LLC 0.06% Add +10.6% 5,972 $492K
Red Wave Investments LLC 0.17% Add +0.1% 5,971 $492K
Astoria Portfolio Advisors LLC. 0.17% Add +1.6% 5,975 $490K
Diligent Investors, LLC 0.11% Add +0.1% 5,952 $490K
Kapstone Financial Advisors LLC 0.26% No change 5,886 $488K
Financial Partners Group, LLC 0.20% Add +102.9% 5,913 $487K
AlphaCore Capital LLC 0.10% Add +6.7% 5,895 $485K
Capital Wealth Planning, LLC 0.00% Reduce -33.7% 5,879 $484K
Verus Financial Partners, Inc. 0.05% No change 5,950 $484K
OMC Financial Services LTD 0.21% No change 5,867 $483K
Pinnacle Wealth Planning Services, Inc. 0.07% Reduce -26.1% 5,867 $483K
Lindbrook Capital, LLC 0.04% Add +19.6% 5,849 $481K
Cross Staff Investments Inc 0.33% No change 5,835 $480K
Optimum Investment Advisors 0.21% Reduce -9.3% 5,833 $480K
Bill Few Associates, Inc. 0.17% Reduce -0.7% 5,824 $479K
Ballew Advisors, Inc 0.31% Add +0.1% 5,849 $479K
Walkner Condon Financial Advisors LLC 0.10% Add +2.5% 5,812 $478K
Gratus Wealth Advisors, LLC 0.08% Reduce -13.8% 5,809 $478K
Cypress Capital Group 0.06% Reduce -35.2% 5,808 $478K
Bar Harbor Wealth Management 0.03% Reduce -3.3% 5,807 $478K
Cornerstone Advisory, LLC 0.05% Add +3.3% 5,583 $478K
Intrua Financial, LLC 0.08% Reduce -11.9% 5,801 $478K
Hickory Point Bank & Trust 0.42% — 5,793 $477K
Waldron Private Wealth LLC 0.02% Reduce -2.6% 5,781 $476K
Knollwood Investment Advisory, LLC 0.05% No change 5,776 $475K
O'ROURKE & COMPANY, Inc 0.23% Add +0.1% 5,772 $475K
Wealth Group, Ltd. 0.31% Add +54.3% 5,769 $475K
Armstrong Advisory Group, Inc. 0.04% Add +2.4% 5,765 $475K
RFG - Bristol Wealth Advisors, LLC 0.16% — 5,756 $474K
Searle & Co. 0.14% Add +49.0% 5,750 $473K
Ballentine Partners, LLC 0.01% Add +1.8% 5,735 $472K
Summit Asset Management, LLC 0.08% Add +0.3% 5,731 $472K
Rise Advisors, LLC 0.23% Reduce -0.7% 5,730 $472K
Doliver Advisors, LP 0.13% Add +1.4% 5,728 $472K
United Capital Management of KS, Inc. 0.09% Add +2.1% 5,713 $470K
IVC Wealth Advisors LLC 0.26% Reduce -27.2% 5,712 $470K
Fortress Private Ledger, LLC 0.29% — 5,706 $470K
United Advisor Group, LLC 0.09% Add +62.9% 5,688 $468K
Mirador Capital Partners LP 0.08% Add +3.0% 5,684 $468K
Wright Investors Service Inc. 0.15% Reduce -46.5% 5,654 $465K
Fee-Only Financial Planning, L.C. 0.30% No change 5,650 $465K
Sunbelt Securities, Inc. 0.04% Add +1.0% 5,626 $463K
Glass Jacobson Investment Advisors llc 0.15% Add +0.8% 5,630 $463K
Cutler Investment Counsel LLC 0.06% New 5,627 $463K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.05% No change 5,625 $463K
Summit Financial Wealth Advisors, LLC 0.09% Reduce -3.6% 5,497 $462K
Tributary Capital Management, LLC 0.04% Reduce -4.3% 5,600 $461K
Cantor Fitzgerald Investment Advisors L.P. 0.03% Reduce -4.1% 5,600 $461K
Stevens Capital Management LP 0.18% Add +124.9% 5,572 $459K
Cerro Pacific Wealth Advisors LLC 0.15% New 5,089 $459K
Vista Investment Partners Ii, LLC 0.27% — 5,571 $459K
Brighton Securities Corp. 0.22% — 5,557 $457K
Ashton Thomas Securities, LLC 0.13% Add +12.4% 5,542 $456K
Capital Asset Advisory Services LLC 0.02% Add +0.3% 5,542 $456K
Wealth Management Associates, Inc. 0.19% Reduce -8.3% 5,523 $455K
Motco 0.05% No change 5,518 $454K
McKinley Carter Wealth Services, Inc. 0.03% Reduce -2.8% 5,514 $454K
Clarity Wealth Development LLC 0.49% — 5,396 $453K
Cohen Investment Advisors LLC 0.27% Add +2.5% 5,487 $452K
Donald L. Hagan, LLC 0.23% No change 5,484 $451K
Alpha Cubed Investments, LLC 0.02% Reduce -17.8% 5,481 $451K
Clarendon Private LLC 0.47% — 5,462 $450K
Mathes Company, Inc. 0.17% No change 5,450 $449K
TruWealth Advisors, LLC 0.03% Add +3.9% 5,437 $448K
Nicolet Advisory Services, LLC 0.04% Add +1.1% 5,496 $447K
Pinnacle Wealth Management Group, Inc. 0.28% No change 5,424 $447K
Pinnacle West Asset Management, Inc. 0.32% No change 5,405 $445K
Bienville Capital Management, LLC 0.11% No change 5,400 $445K
Spirit of America Management Corp. 0.09% Add +56.5% 5,400 $445K
Wilkins Investment Counsel Inc. 0.06% No change 5,400 $445K
BOS Asset Management, LLC 0.16% Reduce -18.6% 5,400 $445K
Graypoint LLC 0.03% Reduce -11.2% 5,353 $441K
Cozad Asset Management Inc. 0.04% Add +4.7% 5,350 $440K
Austin Private Wealth, LLC 0.04% Add +22.3% 5,339 $440K
Slagle Financial, LLC 0.20% Reduce -1.6% 5,312 $437K
Ausdal Financial Partners, Inc. 0.04% Add +19.9% 5,281 $435K
Moody National Bank Trust Division 0.05% Add +2.0% 5,278 $434K
Hartline Investment Corp./ 0.05% No change 5,260 $433K
Correct Capital Wealth Management 0.09% No change 5,250 $432K
First National Bank & Trust Co. of Newtown 0.09% No change 5,235 $431K
Davis Investment Partners, LLC 0.18% Add +0.0% 5,289 $430K
West Paces Advisors Inc. 0.10% No change 5,212 $429K
Wynn Capital, LLC 0.27% No change 5,198 $428K
Eastover Investment Advisors LLC 0.20% No change 5,185 $427K
Childress Capital Advisors, LLC 0.12% Add +0.8% 5,179 $426K
Syon Capital LLC 0.04% Reduce -18.8% 5,179 $426K
Cladis Investment Advisory, LLC 0.30% No change 5,160 $425K
Veracity Capital LLC 0.15% Add +12.9% 5,151 $424K
Woodward Diversified Capital, LLC 0.31% Reduce -43.5% 5,140 $423K
WealthTrust Axiom LLC 0.13% No change 5,138 $423K
Carolinas Wealth Consulting LLC 0.08% Add +0.4% 5,132 $422K
Requisite Capital Management, LLC 0.09% No change 5,128 $422K
Joel Adams & Associates, Inc. 0.38% — 5,115 $421K
Sigma Investment Counselors Inc. 0.02% Add +0.2% 5,109 $421K
Simon Quick Advisors, LLC 0.03% Add +11.4% 5,108 $421K
Forum Financial Management, LP 0.01% Reduce -6.9% 5,108 $420K
Keebeck Wealth Management 0.06% Add +47.7% 5,089 $419K
Scotia Capital Inc. 0.00% Reduce -64.8% 5,086 $419K
Rosenberg Matthew Hamilton 0.11% Add +7.0% 5,072 $418K
First Fiduciary Investment Counsel, Inc. 0.08% No change 5,060 $417K
Capital Investment Counsel, Inc 0.06% Add +12.0% 5,038 $415K
Oliver Lagore Vanvalin Investment Group 0.11% No change 5,034 $414K
Legacy Financial Advisors, Inc. 0.07% Reduce -0.0% 5,031 $414K
Park Place Capital Corp 0.12% Reduce -4.3% 5,027 $414K
Altus Wealth Group LLC 0.18% Add +0.1% 5,023 $413K
JB Capital LLC 0.02% Add +0.1% 5,015 $413K
Fulton Breakefield Broenniman LLC 0.03% Add +32.6% 5,008 $412K
Glaxis Capital Management, LLC 1.14% New 5,000 $412K
Corps Capital Advisors, LLC 0.42% — 5,000 $412K
United Community Bank 0.16% Reduce -81.7% 4,998 $411K
Uptick Partners, LLC 0.15% Add +7.3% 4,985 $410K
Retirement Planning Group, LLC 0.02% Add +0.8% 4,980 $410K
Gsa Capital Partners LLP 0.03% Add +48.6% 4,970 $409K
Valued Retirements, Inc. 0.55% Add +0.2% 4,965 $409K
Manske Wealth Management 0.16% — 4,950 $407K
Journey Strategic Wealth LLC 0.02% Add +0.1% 4,940 $407K
Lee Danner & Bass Inc. 0.03% No change 4,920 $405K
CMG Global Holdings, LLC 0.22% No change 4,902 $405K
Cape Cod Five Cents Savings Bank 0.04% No change 4,475 $404K
Certuity, LLC 0.04% Add +11.2% 4,893 $403K
RB Capital Management, LLC 0.10% Reduce -1.9% 4,888 $402K
Beese Fulmer Investment Management, Inc. 0.03% No change 4,885 $402K
Cim Investment Management Inc. 0.12% Reduce -0.7% 4,874 $401K
MKT Advisors LLC 0.17% Add +8.6% 4,776 $401K
GHP Investment Advisors, Inc. 0.02% Add +1.8% 4,860 $400K
Godsey & Gibb, Inc. 0.04% Reduce -2.0% 4,858 $400K
Triton Wealth Management, PLLC 0.21% No change 4,560 $399K
Colonial Trust Advisors 0.04% Reduce -12.4% 4,838 $398K
Arcus Capital Partners, LLC 0.13% Reduce -1.3% 5,542 $398K
V-Square Quantitative Management LLC 0.06% Add +18.4% 4,810 $396K
Legacy Wealth Management, LLC 0.03% No change 4,810 $396K
Wealth Quarterback LLC 0.19% Reduce -4.8% 4,802 $395K
Cornerstone Wealth Management, LLC 0.03% Add +1.8% 4,798 $395K
Independent Financial Group, LLC 0.01% Reduce -15.0% 4,786 $394K
Avidian Wealth Enterprises, LLC 0.02% Reduce -34.1% 4,778 $393K
Nadler Financial Group, Inc. 0.04% Add +45.8% 4,775 $393K
Apexium Financial, LP 0.02% Add +6.7% 4,770 $393K
Heritage Wealth Management, Inc. 0.13% No change 4,766 $392K
Key Client Fiduciary Advisors, LLC 0.18% Reduce -1.2% 4,764 $392K
Flaharty Asset Management, LLC 0.06% No change 4,751 $391K
Lokken Investment Group LLC 0.17% Reduce -1.1% 4,743 $390K
Plante Moran Financial Advisors, LLC 0.03% Add +14.6% 4,738 $390K
Tranquility Partners, LLC 0.15% Reduce -0.3% 4,732 $390K
Pitcairn Co. 0.02% Add +1.8% 4,717 $388K
Boston Research & Management Inc. 0.09% No change 4,710 $388K
FineMark National Bank & Trust 0.01% Reduce -1.1% 4,704 $387K
Members Wealth LLC 0.29% — 4,454 $387K
Bridges Investment Management Inc. 0.01% Add +0.9% 4,689 $386K
Argent Advisors, Inc. 0.14% No change 4,687 $386K
KG Capital Management 0.12% Reduce -2.3% 4,718 $385K
McGowan Group Asset Management, Inc. 0.05% Add +0.0% 4,680 $385K
Blake Schutter Theil Wealth Advisors, LLC 0.41% Reduce -48.1% 4,678 $385K
EWG Elevate Inc. 0.12% No change 4,664 $384K
Virtue Capital Management, LLC 0.08% Reduce -3.7% 4,663 $384K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.15% New 4,662 $384K
Charles Schwab Trust Co 0.03% No change 4,659 $384K
Thomas Story & Son LLC 0.16% No change 4,650 $383K
AdviceOne Advisory Services, LLC 0.34% — 4,633 $381K
Violich Capital Management, Inc. 0.05% Reduce -1.1% 4,629 $381K
Meridian Financial Advisors, LLC 0.26% No change 4,627 $381K
American Financial Advisors, LLC 0.05% Add +0.9% 4,624 $381K
Duncker Streett & Co. Inc. 0.07% No change 4,615 $380K
Sargent Investment Group, LLC 0.06% Add +87.2% 4,617 $378K
Capital Advisors Wealth Management, LLC 0.07% Add +81.9% 4,579 $377K
Fonville Wealth Management LLC 0.12% No change 4,575 $377K
Claris Financial LLC 0.25% — 4,560 $375K
Longfellow Investment Management Co. LLC 0.10% Reduce -6.1% 4,549 $374K
Syntegra Private Wealth Group, LLC 0.04% Add +28.2% 4,546 $374K
PGIM Custom Harvest LLC 0.01% Reduce -0.4% 4,543 $374K
Elite Financial, Inc. 0.20% — 4,538 $373K
Strategic Advisors LLC 0.07% Add +23.4% 4,516 $372K
Seelaus Asset Management LLC 0.34% No change 4,513 $372K
Orca Wealth Management, LLC 0.33% — 4,478 $369K
Campion Asset Management 0.28% Reduce -5.6% 4,474 $368K
Oppenheimer Asset Management Inc. 0.00% Add +0.2% 4,463 $367K
Investment House LLC 0.02% No change 4,458 $367K
Drive Wealth Management, LLC 0.09% Add +11.1% 4,456 $367K
J. L. Bainbridge & Co., Inc. 0.03% Add +0.1% 4,448 $366K
KMG Fiduciary Partners, LLC 0.03% Reduce -0.3% 4,439 $365K
Penobscot Investment Management Company, Inc. 0.03% Add +9.5% 4,435 $365K
Bluespring Wealth Management, LLC 0.04% Reduce -0.6% 4,430 $365K
Bey-Douglas LLC 0.31% Add +3.1% 4,430 $365K
Crews Bank & Trust 0.06% — 4,425 $364K
Severin Investments, LLC 0.36% — 4,422 $364K
TCI Wealth Advisors, Inc. 0.03% Reduce -0.1% 4,374 $360K
OneAscent Family Office, LLC 0.65% — 4,370 $360K
STAR Financial Bank 0.26% Reduce -13.8% 4,367 $359K
Ferguson Wellman Capital Management, Inc. 0.01% Add +0.8% 4,355 $359K
Hummer Financial Advisory Services Inc 0.28% Reduce -4.4% 4,350 $358K
UNIVEST FINANCIAL Corp 0.02% Reduce -3.3% 4,340 $357K
Trust Co. of Toledo NA 0.05% Reduce -6.5% 4,335 $357K
Wealthspan Partners, LLC 0.17% Reduce -1.2% 4,332 $357K
Brown, Lisle/Cummings, Inc. 0.11% Add +17.9% 4,313 $355K
Mindset Wealth Management, LLC 0.13% Add +6.0% 4,313 $355K
Longview Financial Advisors, Inc. 0.28% Reduce -8.2% 4,312 $355K
Trust Co of the South 0.07% No change 4,309 $355K
Cutter & CO Brokerage, Inc. 0.09% Reduce -0.1% 4,308 $355K
Relyea Zuckerberg Hanson LLC 0.05% Add +6.4% 4,307 $355K
Firestone Capital Management 0.09% Reduce -43.1% 4,280 $352K
Armstrong, Fleming & Moore, Inc 0.21% Add +10.1% 4,270 $352K
Syverson Strege & Co 0.12% Add +2.8% 4,264 $351K
Semmax Financial Advisors Inc. 0.09% Add +0.8% 4,038 $350K
Southland Equity Partners LLC 0.08% Reduce -6.0% 4,244 $349K
Catalina Capital Group, LLC 0.12% Add +12.6% 4,242 $349K
Keynote Financial Services LLC 0.27% Reduce -9.1% 4,238 $349K
4WEALTH Advisors, Inc. 0.36% — 4,232 $348K
GEM Asset Management, LLC 0.19% No change 4,230 $348K
Independence Bank of Kentucky 0.05% Reduce -0.9% 4,230 $348K
1ST Source Bank 0.02% Add +2.3% 4,223 $348K
Tobam 0.11% Reduce -14.7% 4,213 $347K
Moss Adams Wealth Advisors LLC 0.04% Reduce -2.0% 4,209 $346K
L2 Asset Management, LLC 0.08% Reduce -2.8% 4,204 $346K
Radnor Capital Management, LLC 0.06% Reduce -10.6% 4,200 $346K
Hodges Capital Management Inc. 0.02% No change 4,200 $346K
Appleton Partners Inc. 0.03% Reduce -0.6% 4,196 $345K
Asset Dedication, LLC 0.03% Reduce -56.5% 4,179 $344K
Brandywine Oak Private Wealth LLC 0.03% Add +0.4% 4,179 $344K
Garde Capital, Inc. 0.02% New 4,174 $344K
Level Wealth Management LLC 0.24% — 4,172 $343K
Agp Franklin, LLC 0.21% — 4,164 $343K
Trilogy Capital Inc. 0.02% Reduce -3.4% 4,158 $342K
Bedel Financial Consulting, Inc. 0.05% Reduce -0.6% 4,080 $342K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -13.3% 4,156 $342K
Driehaus Capital Management LLC 0.00% Reduce -35.2% 4,144 $341K
Thompson Investment Management, Inc. 0.05% Reduce -7.1% 4,130 $340K
Sentry LLC 0.07% Reduce -42.1% 4,123 $339K
SageView Advisory Group, LLC 0.01% Add +47.0% 4,099 $337K
Turning Point Benefit Group, Inc. 0.32% — 4,119 $337K
Coppell Advisory Solutions LLC 0.05% Add +5.0% 4,088 $337K
Ascent Group, LLC 0.03% Add +13.2% 4,083 $336K
American State Bank (Iowa) 0.20% No change 4,081 $336K
Veltria Advisors Corp. 0.14% No change 4,078 $336K
Drake & Associates, LLC 0.10% Reduce -8.9% 3,967 $335K
Oak Hill Wealth Advisors, LLC 0.08% — 4,075 $335K
Hanson & Doremus Investment Management 0.05% Reduce -9.0% 4,061 $334K
ICONIQ Capital, LLC 0.01% Add +31.1% 4,045 $333K
Trinity Financial Advisors LLC 0.13% Add +11.6% 4,056 $333K
ESL Trust Services, LLC 0.07% Add +9302.3% 4,043 $333K
Acadian Asset Management LLC 0.00% Add +35.9% 4,045 $332K
Mogy Joel R Investment Counsel Inc. 0.02% No change 4,033 $332K
Marietta Investment Partners LLC 0.07% New 4,028 $332K
Transcend Capital Advisors, LLC 0.02% Reduce -9.6% 4,024 $331K
Nikulski Financial, Inc. 0.10% Add +10.1% 4,023 $331K
BLB&B Advisors, LLC 0.02% Add +3.3% 4,016 $331K
Fagan Associates, Inc. 0.05% No change 4,011 $330K
Oakland Financial Corp. 3.77% — 4,000 $329K
Elmwood Wealth Management, Inc. 0.13% No change 4,000 $329K
Alps Advisors Inc. 0.00% No change 4,000 $329K
Pinnacle Bancorp, Inc. 0.11% Reduce -2.7% 3,999 $329K
Huntleigh Advisors, Inc. 0.07% — 3,989 $328K
Signal Advisors Wealth, LLC 0.04% Reduce -3.4% 3,985 $328K
Institute for Wealth Management, LLC. 0.04% Reduce -0.0% 3,984 $328K
Paces Ferry Wealth Advisors, LLC 0.16% Add +0.3% 3,963 $326K
Financial Enhancement Group LLC 0.05% New 3,985 $326K
Avior Wealth Management, LLC 0.01% Add +117.0% 3,963 $326K
Bourne Lent Asset Management Inc. 0.12% No change 3,931 $324K
Live Oak Private Wealth LLC 0.05% Reduce -4.2% 3,929 $323K
Oxford Financial Group, LTD. LLC 0.02% Add +0.6% 3,915 $322K
Palumbo Wealth Management LLC 0.12% Add +0.8% 3,910 $322K
Wayfinding Financial, LLC 0.17% New 3,903 $321K
Douglass Winthrop Advisors, LLC 0.01% No change 3,881 $319K
Financial Advisors, LLC 0.06% New 3,881 $319K
Heartland Bank & Trust Co 0.17% Reduce -0.4% 3,880 $319K
Peak Asset Management, LLC 0.06% No change 3,870 $319K
First American Trust, FSB 0.03% New 3,869 $319K
Advisory Alpha, LLC 0.01% Reduce -16.3% 3,864 $318K
LCM Capital Management Inc 0.18% No change 3,864 $318K
Narwhal Capital Management 0.03% No change 3,859 $318K
Cabot Wealth Management Inc. 0.04% No change 3,855 $317K
MBM Wealth Consultants, LLC 0.09% Add +7.1% 3,861 $317K
Quent Capital, LLC 0.03% Add +0.1% 3,843 $316K
FLC Capital Advisors 0.07% No change 3,840 $316K
Klingman & Associates, LLC 0.02% Add +6.0% 3,839 $316K
O'Brien Greene & Co. Inc 0.10% Add +1.9% 3,821 $315K
Altus Wealth Management, LLC 0.14% Reduce -4.2% 3,808 $313K
Meridian Investment Counsel Inc. 0.09% No change 3,802 $313K
Auxano Advisors, LLC 0.08% Add +6.8% 3,801 $313K
Plancorp, LLC 0.01% Reduce -2.8% 3,800 $313K
Genesis Private Wealth, LLC 0.17% — 3,796 $313K
Cornerstone Management, Inc. 0.06% Add +0.0% 3,795 $312K
Geller Advisors LLC 0.02% No change 3,791 $312K
WASHINGTON TRUST Co 0.01% Reduce -21.4% 3,760 $310K
Jentner Corp 0.09% Reduce -24.2% 3,759 $309K
Colonial River Investments, LLC 0.15% Reduce -11.4% 3,750 $309K
SIMA Wealth Partners, LLC 0.26% New 3,749 $309K
Optiver Holding B.V. 0.01% Add +31.3% 3,733 $307K
Platform Technology Partners 0.09% Add +8.7% 3,727 $307K
Fortis Advisors, LLC 0.20% Add +60.2% 3,725 $307K
Fusion Capital, LLC 0.12% Reduce -4.3% 3,710 $305K
Sovran Advisors, LLC 0.04% — 3,719 $305K
Ellis Investment Partners, LLC 0.06% Reduce -5.0% 3,698 $304K
Kingdom Financial Group LLC. 0.21% Add +0.3% 3,693 $304K
Latitude Advisors, LLC 0.17% Reduce -8.8% 3,690 $304K
Stonebridge Capital Advisors LLC 0.02% Add +1.0% 3,686 $303K
Sage Mountain Advisors LLC 0.02% Reduce -31.0% 3,684 $303K
Retirement Income Solutions, Inc. 0.06% No change 3,673 $302K
MIdWestOne Financial Group, Inc. 0.04% No change 3,672 $302K
Woodard & Co. Asset Management Group Inc. 0.07% No change 3,670 $302K
IFC Advisors LLC 0.07% — 3,650 $300K
OMNI 360 Wealth, Inc. 0.20% Reduce -7.2% 3,648 $300K
Morris Financial Concepts, Inc. 0.13% Add +10.3% 3,646 $300K
Arbor Trust Wealth Advisors, LLC 0.14% Reduce -4.0% 3,640 $300K
Cooper Financial Group 0.04% Add +1.0% 3,639 $300K
King Wealth Management Group 0.04% Add +1.5% 3,637 $299K
Lloyd Advisory Services, LLC. 0.14% Reduce -3.2% 3,621 $298K
Fortitude Family Office, LLC 0.11% Add +2.4% 3,608 $297K
Integris Wealth Management, LLC 0.08% No change 3,600 $296K
First Citizens Financial Corp 0.16% Add +2.9% 3,592 $296K
Tyler-Stone Wealth Management 0.05% Add +0.1% 3,588 $295K
Uniting Wealth Partners, LLC 0.14% — 3,583 $295K
D'Orazio & Associates, Inc. 0.04% Add +46.0% 3,578 $295K
Willis Investment Counsel 0.02% No change 3,567 $294K
Glass Wealth Management Co LLC 0.16% No change 3,565 $293K
VSM Wealth Advisory, LLC 0.10% — 3,547 $292K
Proficio Capital Partners LLC 0.02% Add +56.6% 3,547 $292K
Fortitude Advisory Group L.L.C. 0.18% Reduce -0.5% 3,544 $292K
Spectrum Wealth Advisory Group, LLC 0.14% New 3,542 $292K
Quotient Wealth Partners, LLC 0.01% Add +2.3% 3,538 $291K
Stanley-Laman Group, Ltd. 0.04% Add +8.9% 3,534 $291K
Wealth Management Nebraska 0.05% — 3,531 $291K
Symmetry Partners, LLC 0.04% New 3,516 $289K
Enclave Advisors LLC 0.05% Reduce -1.7% 3,512 $289K
Annex Advisory Services, LLC 0.01% Add +38.7% 3,504 $288K
Investment Planning Advisors, Inc. 0.13% Add +11.0% 3,502 $288K
Rithm Capital Corp. 1.17% New 3,500 $288K
St. Louis Trust Co 0.04% No change 3,500 $288K
New Hampshire Trust 0.06% Reduce -2.0% 3,498 $288K
Hall Capital Management Co. Inc. 0.13% — 3,497 $288K
Zhang Financial LLC 0.02% Reduce -14.7% 3,476 $286K
Premier Path Wealth Partners, LLC 0.04% Add +0.3% 3,469 $286K
Merriman Wealth Management, LLC 0.01% Add +2.1% 3,468 $285K
May Hill Capital, LLC 0.11% — 3,467 $285K
WealthBridge Capital Management, LLC 0.08% No change 3,460 $285K
Williams Jones Wealth Management, LLC. 0.00% Add +22.1% 3,453 $284K
Wedgewood Investors Inc. 0.33% No change 3,450 $284K
Beck Mack & Oliver LLC 0.01% Reduce -11.5% 3,450 $284K
Philip James Wealth Mangement, LLC 0.04% Reduce -4.2% 3,444 $284K
Private Portfolio Partners LLC 0.05% Add +0.5% 3,435 $283K
Sterling Capital Management LLC 0.00% Reduce -33.0% 3,424 $282K
Aspen Grove Capital, LLC 0.06% No change 3,422 $282K
Satovsky Asset Management LLC 0.06% Add +0.9% 3,419 $281K
Colonial Trust Co / SC 0.04% Reduce -11.1% 3,418 $281K
Ethos Financial Group, LLC 0.04% Add +47.3% 3,402 $280K
Quadrant Private Wealth Management, LLC 0.07% Add +5.3% 3,402 $280K
Eagle Wealth Strategies LLC 0.20% No change 3,394 $279K
Strathmore Capital Advisors, Inc. 0.20% — 3,386 $279K
Brass Tax Wealth Management, Inc. 0.06% Add +0.3% 3,372 $278K
Boyar Asset Management Inc. 0.18% No change 3,365 $277K
Zullo Investment Group, Inc. 0.11% Reduce -3.3% 3,362 $277K
Analyst IMS Investment Management Services Ltd. 0.01% Reduce -38.5% 3,357 $276K
Financial Harvest, LLC 0.23% — 3,345 $275K
DF Dent & Co. Inc. 0.00% Reduce -0.5% 3,341 $275K
FDx Advisors, Inc. 0.08% Reduce -6.3% 3,342 $275K
Willis Johnson & Associates, Inc. 0.02% Reduce -19.4% 3,329 $274K
Strategic Financial Concepts, LLC 0.05% Add +20.4% 3,320 $273K
Kaydan Wealth Management, Inc. 0.09% Add +5.1% 3,317 $273K
Catalyst Financial Partners LLC 0.05% Reduce -3.6% 3,313 $273K
Pure Portfolios Holdings LLC 0.10% Add +0.1% 3,312 $273K
Soltis Investment Advisors LLC 0.03% Add +9.2% 3,301 $272K
Magnolia Wealth Management, LLC 0.19% Add +9.1% 3,301 $272K
Summit Wealth Partners, LLC 0.06% No change 3,290 $271K
Cedar Mountain Advisors, LLC 0.06% Add +2.4% 3,288 $271K
WealthTrust Asset Management, LLC 0.19% Add +1.1% 3,280 $270K
New Republic Capital, LLC 0.18% Add +1.3% 3,278 $270K
PBMares Wealth Management LLC 0.06% Add +0.0% 3,274 $270K
VeraBank, N.A. 0.08% No change 3,274 $270K
Patriot Investment Management Group, Inc. 0.02% Reduce -20.7% 3,260 $268K
Aveo Capital Partners, LLC 0.03% Add +24.2% 3,257 $268K
Insight Advisors, LLC/ PA 0.05% No change 3,247 $267K
Sittner & Nelson, LLC 0.12% No change 3,246 $267K
USAdvisors Wealth Management, LLC 0.09% Add +2.3% 3,250 $267K
Chesapeake Wealth Management 0.09% No change 3,233 $266K
Royal Fund Management, LLC 0.03% Reduce -55.2% 3,232 $266K
Aster Capital Management (DIFC) Ltd 0.10% New 3,230 $266K
Investment Advisory Services Inc. /TX 0.09% Add +7.9% 3,208 $264K
Cannon Wealth Management Services, LLC 0.23% Add +0.0% 3,141 $264K
Private Capital Advisors, Inc. 0.03% No change 3,200 $263K
Sterling Investment Counsel, LLC 0.17% Reduce -72.4% 3,199 $263K
Lazari Capital Management, Inc. 0.10% Add +2.4% 3,194 $263K
Biltmore Wealth Management, LLC 0.11% Add +0.1% 3,191 $263K
Gilman Hill Asset Management, LLC 0.05% No change 3,190 $263K
Searcy Financial Services Inc. 0.12% No change 3,180 $262K
Power Wealth Management LLC 0.11% Add +0.5% 3,180 $262K
Petros Family Wealth, LLC 0.28% — 3,171 $261K
Twinbeech Capital LP 0.00% Reduce -82.3% 3,171 $261K
Leigh Baldwin & Co., LLC 0.22% — 3,169 $261K
Choate Investment Advisors 0.01% New 3,164 $260K
Keb Asset Management, LLC 0.07% No change 3,162 $260K
Princeton Global Asset Management LLC 0.05% Reduce -16.6% 3,160 $260K
Rossmore Private Capital 0.03% Reduce -26.0% 3,158 $260K
Gibbs Wealth Management 0.07% Add +0.5% 3,152 $259K
Compass Wealth Management LLC 0.06% No change 3,150 $259K
Insigneo Advisory Services, LLC 0.03% Reduce -49.7% 3,147 $259K
PFC Capital Group, Inc. 0.13% No change 3,150 $259K
Zevin Asset Management LLC 0.04% Add +18.9% 3,150 $259K
Meadow Creek Wealth Advisors LLC 0.19% Reduce -13.4% 3,139 $258K
Aurdan Capital Management, LLC 0.10% — 3,139 $258K
KRS Capital Management, LLC 0.18% Reduce -8.7% 3,133 $258K
Sivia Capital Partners, LLC 0.13% Add +13.9% 3,131 $258K
Ardent Capital Management, Inc. 0.12% Add +0.9% 3,129 $258K
Financial Partners Group, Inc 0.04% Add +1.4% 3,128 $258K
Athena Investment Management 0.15% No change 3,123 $257K
Cromwell Holdings LLC 0.15% No change 3,119 $257K
Wela Strategies, Inc. 0.11% Reduce -12.6% 3,115 $256K
Blue Capital, Inc. 0.18% — 3,107 $256K
Alpha Omega Wealth Management LLC 0.05% No change 3,107 $256K
Brendel Financial Advisors LLC 0.15% No change 3,100 $255K
AMG National Trust Bank 0.01% Reduce -41.1% 3,088 $254K
Sapient Capital LLC 0.00% Add +1.1% 3,083 $254K
Capital Planning Advisors, LLC 0.04% Reduce -0.2% 3,079 $253K
Savvy Advisors, Inc. 0.03% Add +27.7% 3,070 $253K
Sunpointe, LLC 0.13% Add +3.2% 3,069 $253K
Saxony Capital Management, LLC 0.22% Reduce -4.8% 3,068 $253K
Barnett & Company, Inc. 0.16% No change 3,059 $252K
Argus Investors' Counsel, Inc. 0.17% Add +6.0% 3,056 $252K
Gerber, LLC 0.18% Add +0.2% 3,045 $251K
Ironsides Asset Advisors, LLC 0.07% No change 3,030 $249K
Truvestments Capital LLC 0.06% Add +0.6% 3,029 $249K
Northwest Bancshares, Inc. 0.05% No change 3,027 $249K
Total Clarity Wealth Management, Inc. 0.08% Add +0.0% 3,021 $249K
PDS Planning, Inc 0.02% Reduce -18.7% 3,021 $249K
Davis R M Inc. 0.00% Reduce -7.1% 3,006 $247K
Investors Asset Management of Georgia Inc. /Ga/ 0.12% No change 3,002 $247K
KKM Financial LLC 0.10% No change 3,001 $247K
Asset Management Advisors, LLC 0.18% No change 3,000 $247K
Anchor Capital Advisors LLC 0.01% Reduce -3.2% 3,000 $247K
Prospect Financial Services LLC 0.14% Add +26.8% 3,000 $247K
CRA Financial Services, LLC 0.04% No change 2,999 $247K
First Financial Bankshares Inc 0.01% Reduce -4.8% 2,993 $246K
Grandview Asset Management LLC 0.09% New 2,989 $246K
Wood Tarver Financial Group, LLC 0.08% — 2,996 $246K
Gray Wealth Management Inc. 0.09% Reduce -0.3% 2,988 $246K
Vermillion Wealth Management, Inc. 0.13% — 2,979 $245K
Luts & Greenleigh Group, Inc. 0.24% Add +0.9% 2,973 $245K
Bank of New Hampshire 0.06% No change 2,968 $244K
M.E. Allison & Co., Inc. 0.27% — 2,956 $243K
Berry Wealth Group, LP 0.18% Add +0.5% 2,953 $243K
Beacon Bank & Trust 0.06% Add +6.7% 2,952 $243K
Joel Isaacson & Co., LLC 0.01% Add +0.5% 2,950 $243K
Ipsen Advisor Group LLC 0.21% — 2,941 $242K
Exchange Capital Management, Inc. 0.04% Reduce -3.3% 2,934 $242K
Alteri Wealth LLC 0.07% — 2,934 $242K
Blueprint Investment Partners LLC 0.04% Reduce -7.9% 2,929 $241K
Harvey Investment Co. LLC 0.03% No change 2,926 $241K
Stephens Consulting, LLC 0.06% Add +21.3% 2,925 $241K
Bison Wealth, LLC 0.03% — 2,923 $241K
Forefront Wealth Management Inc. 0.22% — 2,913 $240K
Advyzon Investment Management, LLC 0.09% — 2,910 $240K
Buttonwood Financial Advisors Inc. 0.11% Reduce -15.7% 2,905 $239K
Intellus Advisors LLC 0.04% — 2,902 $239K
Byrne Financial Freedom, LLC 0.11% — 2,901 $239K
Gateway Investment Advisers LLC 0.00% Reduce -14.5% 2,899 $239K
CYBER HORNET ETFs LLC 0.23% Add +0.8% 2,895 $238K
Octavia Wealth Advisors, LLC 0.03% Reduce -8.2% 2,892 $238K
Ledgewood Wealth Advisors, LLC 0.15% No change 2,892 $238K
Councilmark Asset Management, LLC 0.16% No change 2,883 $237K
Hamilton Point Investment Advisors, LLC 0.04% New 2,883 $237K
Shufro Rose & Co. LLC 0.02% No change 2,879 $237K
Duncan Williams Asset Management, LLC 0.09% Add +0.4% 2,878 $237K
44 Wealth Management LLC 0.09% Add +1.3% 2,877 $237K
Baader Bank Aktiengesellschaft 0.02% Reduce -50.1% 2,876 $236K
Gryphon Financial Partners LLC 0.03% Reduce -7.8% 2,870 $236K
Penserra Capital Management LLC 0.00% Add +2984.9% 2,869 $235K
Rappaport Reiches Capital Management, LLC 0.06% Add +0.1% 2,847 $234K
Buffington Mohr McNeal 0.04% No change 2,845 $234K
N.E.W. Advisory Services LLC 0.02% Add +0.1% 2,843 $234K
Warwick Investment Management, Inc. 0.05% New 2,841 $234K
Fortis Capital Advisors, LLC 0.08% Add +16.2% 2,694 $233K
North Star Asset Management Inc. 0.01% Reduce -0.3% 2,826 $233K
Haven Capital Group, Inc. 0.22% — 2,825 $233K
Center for Financial Planning, Inc. 0.03% Add +421.9% 2,818 $232K
First Financial Bank - Trust Division 0.02% New 2,816 $232K
Marcum Wealth, LLC 0.02% Reduce -2.8% 2,814 $232K
FSA Wealth Management LLC 0.09% No change 2,812 $231K
Worth Asset Management, LLC 0.12% No change 2,809 $231K
Finer Wealth Management, Inc. 0.13% No change 2,808 $231K
Peoples Bank 0.16% No change 2,800 $230K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -14.5% 2,646 $229K
Old Second National Bank of Aurora 0.05% Reduce -19.9% 2,780 $229K
Curran Financial Partners, LLC 0.06% Add +12.2% 2,775 $228K
Pine Haven Investment Counsel, Inc 0.19% No change 2,773 $228K
Inspire Advisors, LLC 0.03% Reduce -2.6% 2,771 $228K
Arkos Global Advisors 0.03% New 2,755 $227K
Chelsea Counsel Co. 0.12% No change 2,755 $227K
Maven Securities LTD 0.04% New 2,751 $226K
Legacy Edge Advisors, LLC 0.04% Add +20.8% 2,743 $226K
KLCM Advisors, Inc. 0.03% Add +3.8% 2,732 $225K
Valley Financial Group, Inc. 0.16% New 2,724 $224K
Quantum Portfolio Management LLC 0.12% New 2,715 $223K
Pavion Blue Capital, LLC 0.10% No change 2,715 $223K
E Fund Management Co., Ltd. 0.01% New 2,712 $223K
AmeriServ Wealth Advisors 0.12% — 2,711 $223K
MBE Wealth Management, LLC 0.13% Add +0.1% 2,709 $223K
Berkshire Asset Management LLC 0.01% Reduce -12.6% 2,671 $223K
Tucker Asset Management LLC 0.05% Reduce -16.9% 2,707 $223K
Gradient Investments LLC 0.00% Reduce -0.0% 2,705 $223K
Opinicus Capital, Inc. 0.19% Add +0.2% 2,702 $222K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.14% — 2,700 $222K
Crew Capital Management, Ltd 0.18% No change 2,698 $222K
Vista Investment Partners LLC 0.07% Reduce -0.1% 2,698 $222K
Strategic Financial Services, Inc. 0.01% Reduce -5.3% 2,689 $221K
Alexander Labrunerie & Co., Inc. 0.10% No change 2,686 $221K
Campbell Wealth Management 0.02% New 2,688 $221K
Maripau Wealth Management LLC 0.13% New 2,684 $221K
Rodgers & Associates, LTD 0.03% Add +0.9% 2,683 $221K
Westside Investment Management, Inc. 0.05% Add +9.3% 2,682 $221K
PYA Waltman Capital, LLC 0.07% No change 2,676 $220K
Ironwood Investment Counsel, LLC 0.04% Reduce -1.7% 2,673 $220K
Waterford Advisors, LLC 0.11% No change 2,671 $220K
Pure Financial Advisors, LLC 0.01% Add +3.6% 2,665 $219K
Versor Investments LP 0.04% New 2,660 $219K
Atlanta Consulting Group Advisors, LLC 0.08% Reduce -69.8% 2,658 $219K
Crestwood Advisors Group, LLC 0.00% Reduce -1.1% 2,656 $219K
Unified Investment Management 0.25% — 2,655 $219K
First Manhattan Co. Llc. 0.00% Add +3.1% 2,649 $218K
Neville Rodie & Shaw Inc. 0.02% New 2,650 $218K
Chickasaw Capital Management LLC 0.01% No change 2,652 $218K
Sompo Asset Management Co., Ltd. 0.04% Reduce -21.2% 2,640 $217K
Keystone Financial Group, Inc. 0.18% — 2,631 $217K
Nova R Wealth, Inc. 0.11% Add +0.1% 2,614 $215K
Schmidt P J Investment Management Inc. 0.04% No change 2,610 $215K
Badgley Phelps Wealth Managers, LLC 0.01% No change 2,610 $215K
MJP Associates Inc. 0.04% Add +5.4% 2,605 $214K
Laffer Tengler Investments, Inc. 0.05% No change 2,600 $214K
Private Wealth Partners, LLC 0.02% No change 2,600 $214K
Texas Capital Bank Wealth Management Services Inc 0.02% Add +0.7% 2,593 $213K
Kenora Financial, LLC 0.08% New 2,588 $213K
AlphaMark Advisors, LLC 0.09% No change 2,589 $213K
Whalen Wealth Management Inc. 0.15% Add +0.8% 2,581 $213K
Callahan Advisors, LLC 0.02% New 2,575 $212K
Resolute Wealth Strategies, LLC 0.11% Add +0.2% 2,573 $212K
Longboard Asset Management, LP 0.56% — 2,573 $212K
Samalin Investment Counsel, LLC 0.09% Add +0.2% 2,566 $211K
WMS Partners, LLC 0.01% Add +1.1% 2,559 $211K
Keeler & Nadler Financial Planning & Wealth Management 0.10% No change 2,552 $210K
LMCG Investments, LLC 0.01% No change 2,550 $210K
Mayflower Financial Advisors, LLC 0.03% Add +4.0% 2,543 $209K
WR Wealth Planners, LLC 0.07% Add +2.6% 2,542 $209K
Meriwether Wealth & Planning, LLC 0.15% — 2,542 $209K
Horan Securities, Inc. 0.08% Reduce -5.7% 2,542 $209K
Madrona Financial Services, LLC 0.06% Reduce -1.0% 2,540 $209K
Holos Integrated Wealth LLC 0.14% — 2,530 $208K
Francis Financial, Inc. 0.05% Add +13.6% 2,830 $207K
Parkside Financial Bank & Trust 0.03% Add +3.5% 2,513 $207K
Unionview, LLC 0.15% Add +0.1% 2,510 $207K
WINTON GROUP Ltd 0.01% New 2,508 $206K
Advance Capital Management, Inc. 0.01% Add +7.4% 2,505 $206K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -7.6% 2,503 $206K
Greenfield Savings Bank 0.10% No change 2,501 $206K
AA Financial Advisors, LLC 0.05% No change 2,501 $206K
Enhancing Capital LLC 0.16% — 2,500 $206K
Godshalk Welsh Capital Management, Inc. 0.13% No change 2,500 $206K
Fayez Sarofim & Co 0.00% No change 2,500 $206K
Evoke Wealth, LLC 0.01% Reduce -5.3% 2,499 $206K
Brown Financial Advisory 0.15% Add +1.8% 2,487 $205K
Per Stirling Capital Management, LLC. 0.03% Add +0.7% 2,486 $205K
Revolve Wealth Partners, LLC 0.03% Reduce -13.8% 2,483 $204K
Crowley Wealth Management, Inc. 0.18% — 2,480 $204K
Comprehensive Financial Consultants Institutional, Inc. 0.07% No change 2,480 $204K
Seven Springs Wealth Group, LLC 0.08% New 2,474 $204K
Forbes J M & Co. LLP 0.02% No change 2,472 $203K
PharVision Advisers, LLC 0.17% — 2,466 $203K
Delta Investment Management, LLC 0.04% No change 2,465 $203K
Glassy Mountain Advisors, Inc. 0.07% No change 2,464 $203K
Jacobsen Capital Management 0.09% Add +0.5% 2,457 $202K
Tompkins Financial Corp. 0.02% Reduce -3.5% 2,455 $202K
Santori & Peters, Inc. 0.08% Add +0.7% 2,449 $202K
Verus Capital Partners, LLC 0.02% Add +5.3% 2,445 $201K
waypoint wealth counsel 0.13% Add +3.4% 2,435 $200K
Birch Financial Group, LLC 0.23% — 2,435 $200K
LexAurum Advisors, LLC 0.04% Add +0.8% 2,431 $200K
Liberty Capital Management, Inc. 0.04% No change 2,430 $200K
NFSG Corp 0.05% New 2,406 $198K
Essex Investment Management Co. LLC 0.04% No change 2,400 $198K
William B. Walkup & Associates, Inc. 0.12% No change 2,358 $194K
Sawyer & Company, Inc 0.07% Reduce -26.4% 2,354 $194K
Cornerstone Planning Group LLC 0.05% Add +0.4% 2,238 $194K
HC Advisors, LLC 0.15% Reduce -37.7% 2,327 $192K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Reduce -47.8% 2,312 $190K
Harvest Fund Management Co., Ltd 0.01% Add +1799.2% 2,279 $188K
Citizens Business Bank 0.04% Reduce -62.8% 2,272 $187K
Hager Investment Management Services, LLC 0.12% — 2,259 $186K
Cary Street Partners Investment Advisory LLC 0.12% Reduce -94.8% 2,238 $184K
DT Investment Partners, LLC 0.02% No change 2,201 $181K
Gen-Wealth Partners Inc 0.08% Reduce -19.0% 2,186 $180K
Coastline Trust Co 0.02% Reduce -46.6% 2,180 $179K
Northwest Bank & Trust Co 0.13% No change 2,006 $179K
Foster Dykema Cabot & Partners, LLC 0.01% No change 2,155 $177K
Legacy Bridge, LLC 0.09% No change 2,151 $177K
ORG Partners LLC 0.02% No change 2,150 $177K
CVA Family Office, LLC 0.03% Add +4.2% 2,124 $175K
TFC Financial Management, Inc. 0.03% Add +5.5% 2,108 $174K
Salomon & Ludwin, LLC 0.02% Reduce -4.6% 2,075 $171K
Raiffeisen Bank International AG 0.00% — 2,081 $171K
Indiana Trust & Investment Management Co 0.06% No change 2,060 $170K
Jackson, Grant Investment Advisers, Inc. 0.06% Add +0.8% 2,017 $166K
Caitong International Asset Management Co., Ltd 0.16% — 1,933 $159K
PFG Private Wealth Management, LLC 0.09% Add +1.6% 1,932 $159K
Clear Investment Research, LLC 0.20% Reduce -3.9% 1,931 $159K
Smithfield Trust Co 0.01% No change 1,915 $157K
MCF Advisors LLC 0.01% No change 1,891 $156K
Riverview Trust Co 0.14% Add +0.4% 1,889 $156K
Medallion Wealth Advisors, LLC 0.08% — 1,703 $154K
Ransom Advisory, Ltd 0.07% No change 1,866 $154K
Harbor Investment Advisory, LLC 0.01% Add +5.0% 1,827 $150K
Manchester Capital Management LLC 0.02% Reduce -0.7% 1,823 $150K
Catalyst Capital Advisors LLC 0.00% New 1,814 $149K
Anderson Financial Strategies, LLC 0.09% — 1,795 $148K
Creative Financial Designs Inc. 0.01% Reduce -21.8% 1,793 $148K
Continuum Advisory, LLC 0.02% Reduce -11.7% 1,780 $147K
Kestra Investment Management, LLC 0.01% New 1,761 $145K
Silvant Capital Management LLC 0.01% No change 1,727 $142K
Greenline Partners, LLC 0.02% New 1,677 $138K
Toth Financial Advisory Corp. 0.02% Add +0.2% 1,673 $138K
Community Bank, N.A. 0.02% No change 1,650 $136K
MV Capital Management, Inc. 0.01% Reduce -0.4% 1,641 $135K
Olistico Wealth, LLC 0.08% Add +2.3% 1,636 $135K
Deseret Mutual Benefit Administrators 0.07% Reduce -1.8% 1,618 $133K
S.A. Mason LLC 0.07% Add +0.3% 1,588 $131K
Bogart Wealth, LLC 0.01% Add +0.8% 1,561 $129K
Acropolis Investment Management, LLC 0.01% Reduce -11.4% 1,547 $127K
Altshuler Shaham Ltd 0.00% New 1,523 $125K
Acima Private Wealth, LLC 0.04% No change 1,500 $123K
Barrett & Company, Inc. 0.05% No change 1,486 $122K
American National Bank & Trust 0.01% Reduce -3.2% 1,468 $121K
Financial Management Professionals, Inc. 0.02% Reduce -0.5% 1,466 $121K
Webster Bank, N. A. 0.01% Add +13.8% 1,462 $120K
Slocum, Gordon & Co LLP 0.10% Reduce -99.8% 1,451 $119K
Mark Sheptoff Financial Planning, LLC 0.06% No change 1,450 $119K
Oarsman Capital, Inc. 0.02% No change 1,434 $118K
Millstone Evans Group, LLC 0.08% — 1,357 $112K
PrairieView Partners, LLC 0.01% Reduce -55.1% 1,347 $110K
Hopwood Financial Services, Inc. 0.08% — 1,330 $109K
Ruedi Wealth Management, Inc. 0.03% No change 1,329 $109K
Dunhill Financial, LLC 0.05% Add +57.2% 1,316 $108K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +18.3% 1,293 $106K
Endeavor Private Wealth, Inc. 0.10% — 1,275 $105K
Main Street Group, LTD 0.04% No change 1,273 $105K
Roxbury Financial LLC 0.10% — 1,173 $105K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +39.3% 1,270 $105K
Arax Advisory Partners 0.01% Add +206.6% 1,263 $104K
Versant Capital Management, Inc 0.02% Add +35.3% 1,262 $104K
Beacon Capital Management, LLC 0.01% Reduce -10.7% 1,223 $101K
Ostrum Asset Management 0.01% Reduce -4.1% 1,216 $100K
Knights of Columbus Asset Advisors LLC 0.01% No change 1,200 $99K
Proffitt & Goodson Inc. 0.02% Add +1.3% 1,197 $99K
Whittier Trust Co. 0.00% Reduce -1.6% 1,191 $98K
Avion Wealth 0.02% Add +549.2% 1,175 $96K
Wintrust Investments LLC 0.08% Reduce -10.8% 1,163 $95K
Roble, Belko & Company, Inc 0.02% New 1,154 $95K
Bruce G. Allen Investments, LLC 0.08% Reduce -1.0% 1,154 $95K
TD Capital Management LLC 0.01% Add +0.4% 1,141 $94K
Quest 10 Wealth Builders, Inc. 0.09% — 1,124 $93K
Capital Advisors, Ltd. LLC 0.01% Add +0.1% 1,102 $91K
Caldwell Sutter Capital, Inc. 0.04% Reduce -1.7% 1,104 $91K
IAG Wealth Partners, LLC 0.02% Add +31.3% 1,074 $88K
Vision Financial Markets LLC 0.09% — 1,068 $88K
Bellevue Asset Management, LLC 0.04% Add +0.4% 1,056 $87K
Boyd Watterson Asset Management LLC 0.02% No change 1,036 $85K
Birchbrook, Inc. 0.05% Add +158.0% 1,032 $85K
Bayforest Capital Ltd 0.11% — 1,031 $85K
Hazlett, Burt & Watson, Inc. 0.04% No change 1,033 $84K
Redwood Park Advisors LLC 0.07% — 1,020 $84K
Ameriflex Group, Inc. 0.04% — 980 $82K
Capital Analysts, LLC 0.00% Add +90.8% 1,000 $82K
American Capital Advisory, LLC 0.04% Reduce -17.4% 950 $78K
LRI Investments, LLC 0.01% Reduce -9.4% 935 $77K
Hemington Wealth Management 0.02% Add +3.5% 913 $75K
Richard W. Paul & Associates, LLC 0.03% Add +15.9% 895 $74K
Western Pacific Wealth Management, LP 0.06% Add +32.1% 888 $73K
Plato Investment Management Ltd 0.01% Reduce -76.9% 876 $72K
Householder Group Estate & Retirement Specialist, LLC 0.05% Reduce -45.5% 870 $71K
Kozak & Associates, Inc. 0.02% Add +0.9% 824 $68K
Pacific Capital Wealth Advisors, Inc. 0.01% No change 815 $67K
Flagship Wealth Advisors, LLC 0.04% — 800 $66K
Vermillion & White Wealth Management Group, LLC 0.05% No change 789 $65K
WPG Advisers, LLC 0.06% — 781 $64K
Addison Advisors LLC 0.02% Reduce -5.5% 781 $64K
Leonteq Securities AG 0.01% Reduce -18.4% 773 $64K
Global Trust Asset Management, LLC 0.02% Add +15.1% 763 $63K
Quarry LP 0.01% Add +41.4% 762 $63K
Atticus Wealth Management, LLC 0.02% Add +50.0% 750 $62K
CNB Bank 0.03% No change 744 $61K
Richardson Financial Services Inc. 0.04% Reduce -1.2% 742 $61K
Canton Hathaway, LLC 0.01% No change 705 $58K
Missouri Trust & Investment Co 0.02% Add +23.1% 671 $55K
S&T Bank 0.02% New 648 $53K
Winch Advisory Services, LLC 0.01% Add +199.5% 647 $53K
Piscataqua Savings Bank 0.05% No change 640 $53K
Cassady Schiller Wealth Management, LLC 0.02% Add +14.6% 637 $52K
REAP Financial Group, LLC 0.01% Add +56.5% 626 $52K
Sachetta, LLC 0.02% Reduce -19.1% 625 $51K
HighMark Wealth Management LLC 0.03% Reduce -13.3% 622 $51K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 617 $51K
Covestor Ltd 0.03% Add +33.1% 599 $49K
Stuart Chaussee & Associates, Inc. 0.01% No change 588 $48K
SOA Wealth Advisors, LLC. 0.01% Reduce -14.4% 580 $48K
Darwin Wealth Management, LLC 0.02% Reduce -43.4% 569 $47K
Transce3nd, LLC 0.02% — 560 $46K
Kennebec Savings Bank 0.05% Reduce -25.3% 557 $46K
Central Pacific Bank - Trust Division 0.01% No change 553 $46K
Copia Wealth Management 0.04% — 550 $45K
TruNorth Capital Management, LLC 0.01% No change 545 $45K
Fourth Dimension Wealth, LLC 0.02% — 150 $45K
Moser Wealth Advisors, LLC 0.02% No change 537 $44K
Meeder Asset Management Inc. 0.00% New 537 $44K
JFS Wealth Advisors, LLC 0.00% No change 527 $43K
Tanglewood Legacy Advisors, LLC 0.02% No change 508 $42K
Tortoise Investment Management, LLC 0.00% Add +2.5% 502 $41K
West Branch Capital LLC 0.01% No change 501 $41K
AllSquare Wealth Management LLC 0.02% No change 500 $41K
Hussman Strategic Advisors, Inc. 0.01% No change 500 $41K
Compagnie Lombard Odier SCmA 0.00% Reduce -98.5% 500 $41K
GW&K Investment Management, LLC 0.00% Add +11.2% 497 $41K
Elequin Capital, LP 0.01% Add +60.6% 498 $41K
Sanctuary Wealth Management, L.L.C. 0.03% No change 477 $39K
Sierra Ocean, LLC 0.03% — 470 $39K
Cetera Trust Company, N.A 0.02% Reduce -30.8% 450 $37K
Northwest Capital Management Inc 0.02% No change 449 $37K
Murphy & Mullick Capital Management Corp 0.03% — 448 $37K
JNBA Financial Advisors 0.00% Reduce -7.4% 437 $36K
WFA Asset Management Corp 0.02% Add +84.9% 429 $35K
Valley National Advisers Inc. 0.01% Add +244.4% 434 $35K
Kohmann Bosshard Financial Services, LLC 0.00% New 424 $35K
Mb, Levis & Associates, LLC 0.02% Add +0.2% 421 $35K
Perritt Capital Management Inc 0.02% Add +0.7% 418 $34K
Strategic Investment Solutions, Inc. 0.01% Reduce -2.7% 466 $34K
Beaird Harris Wealth Management, LLC 0.00% Reduce -38.2% 405 $33K
Spectrum Wealth Counsel, LLC 0.00% No change 403 $33K
First Community Trust NA 0.02% No change 400 $33K
Physician Wealth Advisors, Inc. 0.01% New 400 $33K
McIlrath & Eck, LLC 0.00% Reduce -66.1% 375 $31K
Safe Harbor Fiduciary, LLC 0.03% Reduce -31.6% 370 $30K
FWL Investment Management, LLC 0.01% No change 350 $29K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 350 $29K
BOK Financial Private Wealth, Inc. 0.00% No change 350 $29K
Pension & Wealth Management Advisors, Inc. 0.01% No change 345 $28K
FSC Wealth Advisors, LLC 0.02% Reduce -1.7% 344 $28K
High Note Wealth, LLC 0.01% New 343 $28K
Centerpoint Advisors, LLC 0.01% No change 346 $28K
Evermay Wealth Management LLC 0.00% No change 340 $28K
Pin Oak Investment Advisors Inc. 0.02% No change 300 $27K
Your Advocates Ltd., LLP 0.01% Reduce -35.0% 325 $27K
YANKCOM Partnership 0.01% — 319 $26K
Nvwm, LLC 0.01% No change 317 $26K
Morton Brown Family Wealth, LLC 0.01% No change 314 $26K
Financial Perspectives, Inc 0.01% Add +22.3% 313 $26K
Frazier Financial Advisors, LLC 0.02% Add +0.6% 313 $26K
Pflug Koory, LLC 0.00% No change 306 $25K
Retirement Wealth Solutions LLC 0.02% — 310 $25K
Global Financial Private Client, LLC 0.01% Add +2.4% 301 $25K
Advantage Trust Co 0.01% No change 300 $25K
Trivant Custom Portfolio Group, LLC 0.01% No change 300 $25K
Transcendent Capital Group LLC 0.01% No change 296 $24K
CGC Financial Services, LLC 0.01% No change 293 $24K
CBIZ Investment Advisory Services, LLC 0.00% Add +0.7% 287 $24K
Fairfield Financial Advisors, LTD 0.01% Add +0.7% 284 $23K
Tidemark, LLC 0.01% Add +20.9% 272 $22K
Caitlin John, LLC 0.02% Reduce -33.1% 271 $22K
Key Financial Inc 0.01% No change 269 $22K
Bell Investment Advisors, Inc 0.00% Reduce -44.4% 258 $21K
Miller Wealth Advisors, LLC 0.01% No change 250 $21K
Wolff Wiese Magana LLC 0.01% No change 244 $20K
Spurstone Advisory Services, LLC 0.38% — 244 $20K
10Elms LLP 0.03% — 242 $20K
Prestige Wealth Management Group LLC 0.00% No change 238 $20K
New England Capital Financial Advisors LLC 0.01% Add +0.9% 227 $19K
Logan Capital Management Inc. 0.00% Add +5.2% 221 $18K
Activest Wealth Management 0.01% Reduce -63.5% 219 $18K
Studio Investment Management LLC 0.00% New 211 $17K
Clark Wealth Partners 0.01% — 208 $17K
Catherine Avery Investment Management LLC 0.01% — 200 $16K
CoreFirst Bank & Trust 0.01% No change 200 $16K
Hoese & Co LLP 0.01% No change 200 $16K
Washington Trust Advisors, Inc. 0.00% Reduce -69.7% 200 $16K
Navigoe, LLC 0.02% — 200 $16K
Cyrus J. Lawrence, LLC 0.00% No change 200 $16K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 192 $16K
Horizon Financial Services, LLC 0.01% No change 190 $16K
Tower View Wealth Management LLC 0.01% Add +1.1% 188 $15K
Centricity Wealth Management, LLC 0.01% — 180 $15K
Private Wealth Management Group, LLC 0.01% Add +12.5% 180 $15K
Clean Yield Group 0.00% No change 175 $14K
Mowery & Schoenfeld Wealth Management, LLC 0.03% New 168 $14K
Fairscale Capital, LLC 0.01% No change 162 $13K
Westend Capital Management, LLC 0.00% No change 156 $13K
Eagle Bay Advisors LLC 0.01% Reduce -16.9% 153 $13K
Financial Life Planners 0.01% — 150 $12K
Painted Porch Advisors LLC 0.01% New 145 $12K
Steph & Co. 0.00% No change 140 $12K
SJS Investment Consulting Inc. 0.00% Add +1.6% 126 $10K
Lavaca Capital LLC 0.00% New 122 $10K
Cherry Tree Wealth Management, LLC 0.00% No change 121 $10K
Financial Gravity Companies, Inc. 0.00% No change 120 $10K
FPC Investment Advisory, Inc. 0.01% New 116 $10K
Guardian Wealth Management, Inc. 0.01% Add +0.9% 117 $10K
CarsonAllaria Wealth Management, Ltd. 0.01% Reduce -46.5% 115 $10K
Aspect Partners, LLC 0.01% Add +0.9% 115 $9K
Nemes Rush Group LLC 0.00% Add +0.9% 114 $9K
Rakuten Securities, Inc. 0.00% Add +2700.0% 112 $9K
LMR Partners LLP 0.00% Add +2550.0% 106 $9K
Anfield Capital Management, LLC 0.00% No change 105 $9K
Wellington Shields Capital Management, LLC 0.00% No change 104 $9K
Pingora Partners LLC 0.01% No change 100 $8K
JDM Financial Group LLC 0.00% Reduce -14.5% 100 $8K
Financial Freedom, LLC 0.00% No change 100 $8K
Pineridge Advisors LLC 0.00% No change 100 $8K
Hudson Edge Investment Partners Inc. 0.00% No change 100 $8K
Hollencrest Capital Management 0.00% No change 97 $8K
Noble Wealth Management PBC 0.01% — 96 $8K
Criterion Capital Advisors, LLC 0.00% No change 101 $8K
Capital A Wealth Management, LLC 0.01% — 89 $7K
NewSquare Capital LLC 0.00% Reduce -0.1% 1,570 $7K
Carolina Wealth Advisors, LLC 0.00% Reduce -89.9% 81 $7K
Atala Financial Inc 0.00% — 80 $7K
MeadowBrook Investment Advisors LLC 0.01% No change 75 $6K
Whipplewood Advisors, LLC 0.00% — 73 $6K
Lowe Wealth Advisors, LLC 0.00% New 73 $6K
Alaska Permanent Fund Corp 0.00% No change 73 $6K
Synergy Investment Management, LLC 0.00% — 68 $6K
New Wave Wealth Advisors LLC 0.00% New 63 $5K
Burkett Financial Services, LLC 0.00% No change 61 $5K
WealthTrak Capital Management LLC 0.00% — 60 $5K
Creekmur Asset Management LLC 0.00% No change 58 $5K
Investors Research Corp 0.00% New 54 $4K
Minot DeBlois Advisors LLC 0.00% — 50 $4K
Atlas Capital Advisors Inc. 0.00% No change 47 $4K
True Wealth Design, LLC 0.00% Add +50.0% 42 $3K
Compass Financial Services Inc 0.00% — 41 $3K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -96.7% 38 $3K
Transamerica Financial Advisors, LLC 0.00% Reduce -10.3% 26 $3K
Conquis Financial LLC 0.00% — 35 $3K
Ridgewood Investments LLC 0.00% No change 35 $3K
Principia Wealth Advisory, LLC 0.00% — 34 $3K
New Millennium Group LLC 0.00% Add +25.9% 34 $3K
PayPay Securities Corp 0.11% Add +6.7% 32 $3K
Valued Wealth Advisors LLC 0.00% Add +20.0% 30 $2K
MPWM Advisory Solutions, LLC 0.00% — 26 $2K
Bellwether Advisors, LLC 0.00% New 25 $2K
Trifecta Capital Advisors, LLC 0.00% No change 23 $2K
Winnacle Wealth LLC 0.00% — 22 $2K
Financial Avengers, Inc. 0.00% Add +4.8% 22 $2K
Lanark Financial, Inc. 0.16% — 21 $2K
Raffa Wealth Management, LLC 0.00% No change 19 $2K
Human Investing LLC 0.00% New 18 $1K
Chesapeake Asset Management LLC 0.00% Add +50.0% 15 $1K
Orion Capital Management LLC 0.00% New 14 $1K
Winthrop Capital Management, LLC 0.00% New 17 $1K
Mountain Hill Investment Partners Corp. 0.00% — 10 $849
Sugar Maple Asset Management, LLC 0.00% New 10 $823
Nova Wealth Management, Inc. 0.00% — 7 $576
Cornerstone National Bank & Trust Co 0.00% New 6 $494
Crewe Advisors LLC 0.00% Reduce -54.5% 5 $412
Synergy Asset Management, LLC 0.00% New 1 $99
Y.D. More Investments Ltd 0.00% Add +26.3% 394 $89

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