Sony Group Corp. - SP ADRSONY
13F holders, Q3 2025 (September 30)788holders +31
107new positions
70sold out
7famous investors
$29.06avg. 13F price*
At the end of Q3 2025, 788 institutions reported holding Sony Group Corp. - SP ADR (SONY) in their 13F filings, up 31 from Q2 2025. 107 opened new positions and 70 sold out. The largest holders were Fisher Asset Management ($3.1B), Primecap Management Co. ($1.9B) and Aristotle Capital Management, LLC ($1.4B). 7 famous investors held it, including Mario Gabelli (1.5% of GAMCO Investors's portfolio), Ken Fisher (1.1% of Fisher Asset Management's portfolio) and Tom Gayner (0.1% of Markel Group's portfolio).
- Company
- Sony Group Corp. - SP ADR
- CUSIP
- 835699307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 107 | $56.8M |
| Exits | 70 | $38.5M |
All 13F filers, Q2 2025 → Q3 2025: 19,937,142 shares bought and 29,133,792 shares sold, net −9,196,650 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 788 holders
| Fisher Asset Management | 1.13% | Add +2.7% | 104,644,526 | $3.1B |
| Primecap Management Co. | 1.42% | Reduce -8.9% | 64,442,090 | $1.9B |
| Aristotle Capital Management, LLC | 2.61% | Reduce -4.4% | 47,000,794 | $1.4B |
| Morgan Stanley | 0.04% | Reduce -9.3% | 22,697,947 | $653.5M |
| Bank of America Corp. | 0.03% | Reduce -6.5% | 15,468,666 | $445.3M |
| BlackRock, Inc. | 0.01% | Reduce -22.0% | 11,598,213 | $333.9M |
| Mondrian Investment Partners LTD | 4.63% | — | 9,573,550 | $277.6M |
| Northern Trust Corp. | 0.03% | Reduce -2.1% | 7,561,043 | $217.7M |
| Harding Loevner LP | 1.59% | Reduce -21.7% | 7,536,757 | $217.0M |
| Goldman Sachs Group Inc. | 0.03% | Add +0.2% | 7,482,779 | $215.4M |
| Royal Bank of Canada | 0.03% | Add +1.9% | 6,121,267 | $176.2M |
| Capital International Investors | 0.03% | Add +245.0% | 6,049,618 | $176.0M |
| Fiduciary Management Inc. | 1.76% | Reduce -27.3% | 6,057,058 | $174.4M |
| FMR LLC | 0.01% | Add +1.6% | 6,044,397 | $174.0M |
| Clearbridge Investments, LLC | 0.13% | Add +0.8% | 5,861,465 | $168.8M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -8.5% | 5,758,596 | $165.8M |
| Gabelli Funds LLC | 1.12% | Reduce -4.2% | 5,667,035 | $163.2M |
| Natixis Advisors, LLC | 0.23% | Reduce -3.9% | 5,398,748 | $155.4M |
| GAMCO Investors | 1.46% | Reduce -10.3% | 5,218,584 | $150.2M |
| Capital World Investors | 0.02% | Add +0.4% | 5,001,748 | $144.0M |
| Thrivent Financial for Lutherans | 0.20% | Add +7377.3% | 3,374,274 | $97.1M |
| Wells Fargo & Company | 0.02% | Add +3.7% | 3,001,794 | $86.4M |
| Sei Investments Co. | 0.09% | Reduce -0.7% | 2,952,228 | $85.0M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -13.0% | 2,387,327 | $68.7M |
| Allspring Global Investments Holdings, LLC | 0.11% | Add +16.2% | 2,293,819 | $65.9M |
| Raymond James Financial Inc. | 0.02% | Reduce -11.1% | 2,205,900 | $63.5M |
| American Century Companies Inc. | 0.03% | Add +15.4% | 2,144,991 | $61.8M |
| Ameriprise Financial Inc. | 0.01% | Add +3.8% | 2,083,838 | $60.2M |
| Qube Research & Technologies Ltd | 0.07% | Add +82.7% | 1,829,221 | $52.7M |
| Creative Planning | 0.04% | Add +4.0% | 1,791,791 | $51.6M |
| CIBC Private Wealth Group LLC | 0.09% | Add +4.8% | 1,762,209 | $50.7M |
| JPMorgan Chase & Co. | 0.00% | Add +9.4% | 1,687,691 | $48.6M |
| Citadel Advisors | 0.04% | Add +15.9% | 1,530,932 | $44.1M |
| Pictet North America Advisors SA | 4.07% | Add +4.1% | 1,509,091 | $43.4M |
| Assetmark, Inc. | 0.09% | Reduce -0.7% | 1,459,955 | $42.0M |
| Minneapolis Portfolio Management Group, LLC | 4.46% | Reduce -14.5% | 1,349,823 | $38.9M |
| Handelsbanken Fonder AB | 0.11% | Add +31.3% | 1,246,915 | $35.9M |
| Todd Asset Management LLC | 0.70% | Add +6.0% | 1,197,628 | $34.5M |
| LMR Partners LLP | 0.62% | Add +86.5% | 1,119,300 | $32.2M |
| Stifel Financial Corp. | 0.03% | Add +4.0% | 1,039,232 | $29.9M |
| UBS Group AG | 0.01% | Reduce -47.3% | 1,013,399 | $29.2M |
| Martin Investment Management, LLC | 7.06% | Reduce -6.7% | 964,555 | $27.8M |
| Citigroup Inc. | 0.02% | Reduce -14.6% | 944,472 | $27.2M |
| O'shaughnessy Asset Management, LLC | 0.16% | Add +10.7% | 933,946 | $26.9M |
| 1832 Asset Management L.P. | 0.04% | Reduce -2.2% | 852,318 | $24.5M |
| Invesco Ltd. | 0.00% | Reduce -9.5% | 849,573 | $24.5M |
| Cabot Wealth Management Inc. | 2.63% | Reduce -2.1% | 823,311 | $23.7M |
| Foresight Global Investors, Inc. | 13.90% | Add +0.4% | 813,066 | $23.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +19.5% | 801,589 | $23.1M |
| Quantinno Capital Management LP | 0.06% | Add +20.2% | 763,915 | $22.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +14.3% | 760,207 | $21.9M |
| LPL Financial LLC | 0.01% | Add +5.2% | 756,171 | $21.8M |
| Massachusetts Financial Services Co. | 0.01% | Add +17.2% | 750,864 | $21.6M |
| Teachers Retirement System of the State of Kentucky | 0.16% | Add +8.3% | 743,700 | $21.4M |
| Balyasny Asset Management L.P. | 0.04% | Reduce -23.9% | 719,784 | $20.7M |
| Arnhold LLC | 1.71% | Reduce -1.2% | 709,663 | $20.4M |
| SouthState Bank Corp | 0.93% | Add +1.1% | 700,945 | $20.2M |
| Thornburg Investment Management Inc. | 0.25% | Add +1.5% | 672,733 | $19.4M |
| Bank of New York Mellon Corp | 0.00% | Add +4.1% | 661,843 | $19.1M |
| Cerity Partners LLC | 0.03% | Reduce -1.5% | 661,750 | $19.1M |
| US Bancorp \de | 0.02% | Reduce -4.6% | 642,896 | $18.5M |
| Cambiar Investors LLC | 0.81% | Reduce -1.4% | 618,804 | $17.8M |
| Cardinal Capital Management, Inc. | 0.51% | Reduce -60.1% | 613,445 | $17.7M |
| Lathrop Investment Management Co. | 3.23% | Reduce -3.1% | 608,745 | $17.5M |
| Bank of Montreal | 0.01% | Reduce -18.7% | 573,295 | $16.5M |
| CapWealth Advisors, LLC | 1.43% | Reduce -2.5% | 552,410 | $15.9M |
| Alberta Investment Management Corp | 0.13% | No change | 550,000 | $15.8M |
| Crossmark Global Holdings, Inc. | 0.23% | Add +0.0% | 530,892 | $15.3M |
| Lazard Asset Management LLC | 0.02% | Add +10.8% | 528,249 | $15.2M |
| Ethic Inc. | 0.24% | Add +8.0% | 511,437 | $14.7M |
| New York State Common Retirement Fund | 0.02% | Reduce -3.2% | 501,342 | $14.4M |
| Boothbay Fund Management, LLC | 0.37% | Add +176.6% | 478,549 | $13.8M |
| Mackenzie Financial Corp. | 0.02% | Reduce -7.8% | 472,669 | $13.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Reduce -0.4% | 464,300 | $13.4M |
| Capital Fund Management S.A. | 0.13% | Add +221.1% | 453,575 | $13.1M |
| AQR Capital Management | 0.01% | Add +42.8% | 451,509 | $13.0M |
| Live Oak Private Wealth LLC | 1.80% | Reduce -0.2% | 448,248 | $12.9M |
| Henry James International Management Inc. | 3.87% | Reduce -2.0% | 439,515 | $12.7M |
| Rock Point Advisors, LLC | 3.34% | Reduce -1.2% | 438,405 | $12.6M |
| Marsico Capital Management LLC | 0.32% | Add +30.3% | 428,403 | $12.3M |
| Cullen/Frost Bankers, Inc. | 0.14% | Reduce -2.7% | 416,556 | $12.0M |
| Oppenheimer Asset Management Inc. | 0.12% | Reduce -13.0% | 386,967 | $11.1M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -23.8% | 381,195 | $11.0M |
| Vanguard Personalized Indexing Management, LLC | 0.11% | Add +2.2% | 373,873 | $10.8M |
| QRG Capital Management, Inc. | 0.13% | Reduce -36.2% | 373,622 | $10.8M |
| Nixon Capital, LLC | 3.27% | Reduce -0.5% | 373,068 | $10.7M |
| Mariner, LLC | 0.01% | Reduce -0.5% | 367,895 | $10.6M |
| Boston Partners | 0.01% | Add +25.5% | 367,043 | $10.6M |
| Capital Wealth Planning, LLC | 0.07% | Add +23.8% | 366,915 | $10.6M |
| MML Investors Services, LLC | 0.03% | Reduce -1.9% | 359,581 | $10.4M |
| Truist Financial Corp. | 0.01% | Reduce -5.1% | 358,800 | $10.3M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -2.6% | 345,079 | $9.9M |
| First Trust Advisors LP | 0.01% | Add +1.0% | 338,232 | $9.7M |
| PNC Financial Services Group, Inc. | 0.01% | Add +7.7% | 337,356 | $9.7M |
| Abn Amro Investment Solutions | 0.20% | No change | 335,900 | $9.7M |
| Markel Group | 0.08% | No change | 335,000 | $9.6M |
| Millennium Management | 0.01% | Add +331.9% | 334,115 | $9.6M |
| Corient Private Wealth LP | 0.01% | Add +25.9% | 312,937 | $9.0M |
| Silvercrest Asset Management Group LLC | 0.06% | Reduce -12.7% | 312,699 | $9.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.0% | 311,000 | $9.0M |
| Scotia Capital Inc. | 0.04% | Add +4.3% | 309,397 | $8.9M |
| Cetera Investment Advisers | 0.01% | Add +37.4% | 303,241 | $8.7M |
| State Street Corp. | 0.00% | Reduce -0.8% | 302,807 | $8.7M |
| Nishkama Capital, LLC | 0.78% | New | 300,667 | $8.7M |
| Renaissance Group LLC | 0.32% | Reduce -1.5% | 292,089 | $8.4M |
| Inlet Private Wealth, LLC | 1.89% | Add +1.0% | 291,624 | $8.4M |
| Bfsg, LLC | 0.80% | Reduce -0.2% | 286,773 | $8.3M |
| Cwm, LLC | 0.02% | Reduce -3.4% | 285,987 | $8.2M |
| Pathstone Holdings, LLC | 0.03% | Reduce -0.4% | 274,938 | $7.9M |
| Synovus Financial Corp. | 0.09% | Reduce -5.3% | 272,879 | $7.9M |
| Osaic Holdings, Inc. | 0.01% | Add +104.2% | 270,436 | $7.8M |
| Eagle Global Advisors LLC | 0.29% | Reduce -0.1% | 264,510 | $7.6M |
| Boston Common Asset Management, LLC | 0.21% | Reduce -0.4% | 262,644 | $7.6M |
| Neuberger Berman Group LLC | 0.01% | Reduce -49.8% | 262,606 | $7.6M |
| Sit Investment Associates Inc. | 0.15% | Add +1.8% | 262,250 | $7.5M |
| Ritholtz Wealth Management | 0.14% | Add +20.8% | 255,751 | $7.4M |
| Clark Estates Inc. | 1.64% | Reduce -37.5% | 250,000 | $7.2M |
| M&T Bank Corp | 0.02% | Reduce -13.7% | 248,388 | $7.2M |
| Susquehanna International Group, LLP | 0.01% | Reduce -2.7% | 245,987 | $7.1M |
| Atria Investments, Inc | 0.08% | Reduce -10.2% | 238,292 | $6.9M |
| Sanctuary Advisors, LLC | 0.04% | Add +3.8% | 236,091 | $6.8M |
| HighTower Advisors, LLC | 0.01% | Add +5.0% | 233,946 | $6.7M |
| Laird Norton Wetherby Wealth Management, LLC | 0.27% | Reduce -1.3% | 231,377 | $6.7M |
| Focus Partners Wealth | 0.01% | Add +18.1% | 222,373 | $6.4M |
| Quadrant Capital Group LLC | 0.21% | Reduce -2.7% | 221,624 | $6.4M |
| American Trust Investment Advisors, LLC | 3.23% | Reduce -3.8% | 217,522 | $6.3M |
| Callan Family Office, LLC | 0.20% | Reduce -5.8% | 214,014 | $6.2M |
| Waverly Advisors, LLC | 0.06% | Reduce -0.4% | 212,619 | $6.1M |
| Timber Creek Capital Management LLC | 1.46% | Reduce -0.8% | 210,197 | $6.1M |
| Princeton Global Asset Management LLC | 0.99% | Reduce -1.3% | 207,908 | $6.0M |
| Oppenheimer & Co. Inc. | 0.07% | Reduce -9.1% | 204,134 | $5.9M |
| BNP Paribas Financial Markets | 0.00% | Add +270.2% | 201,398 | $5.8M |
| Vident Advisory, LLC | 0.06% | Add +18.9% | 200,673 | $5.8M |
| Tocqueville Asset Management L.P. | 0.08% | Reduce -8.4% | 195,110 | $5.6M |
| O'Brien Greene & Co. Inc | 1.68% | New | 189,928 | $5.5M |
| Highland Capital Management, LLC | 0.27% | Reduce -3.5% | 188,675 | $5.4M |
| Wellington Management Group LLP | 0.00% | Add +24.2% | 188,329 | $5.4M |
| Park Avenue Securities LLC | 0.04% | New | 186,276 | $5.4M |
| Scharf Investments, LLC | 0.13% | Add +75.8% | 181,601 | $5.2M |
| Captrust Financial Advisors | 0.01% | Reduce -5.0% | 181,554 | $5.2M |
| Cibc World Market Inc. | 0.01% | Add +39.0% | 179,590 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +10.1% | 176,439 | $5.1M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -1.5% | 174,800 | $5.0M |
| Factory Mutual Insurance Co. | 0.05% | New | 167,119 | $4.8M |
| &partners | 0.03% | Add +7.1% | 164,511 | $4.7M |
| WCM Investment Management, LLC | 0.01% | Add +15.6% | 160,928 | $4.7M |
| Humankind Investments LLC | 1.07% | Reduce -19.8% | 162,195 | $4.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +18.2% | 161,986 | $4.7M |
| Blue Square Asset Management, LLC | 1.96% | Reduce -0.1% | 155,971 | $4.5M |
| Delta Capital Management LLC | 2.34% | Reduce -0.2% | 155,280 | $4.5M |
| Vestmark Advisory Solutions, Inc. | 0.09% | Reduce -15.8% | 155,248 | $4.5M |
| HRT Financial LP | 0.02% | New | 152,834 | $4.4M |
| JCIC Asset Management Inc. | 1.37% | — | 151,830 | $4.4M |
| Vise Technologies, Inc. | 0.16% | Add +3.3% | 151,320 | $4.4M |
| Walleye Capital LLC | 0.04% | Reduce -38.0% | 149,916 | $4.3M |
| Rathbones Group PLC | 0.02% | Add +2.4% | 149,823 | $4.3M |
| Signaturefd, LLC | 0.07% | Add +1.1% | 149,542 | $4.3M |
| Naviter Wealth, LLC | 0.50% | Add +3.4% | 149,004 | $4.3M |
| J. Safra Sarasin Holding AG | 0.07% | Reduce -4.2% | 148,914 | $4.3M |
| Voya Investment Management LLC | 0.00% | Add +86.5% | 146,070 | $4.2M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.32% | No change | 145,750 | $4.2M |
| Hantz Financial Services, Inc. | 0.06% | Add +53.2% | 145,489 | $4.2M |
| DAVENPORT & Co LLC | 0.02% | Reduce -19.3% | 142,601 | $4.1M |
| NewEdge Wealth, LLC | 0.06% | Add +5.5% | 145,991 | $4.1M |
| Jackson Hole Capital Partners, LLC | 0.70% | Add +0.1% | 142,027 | $4.1M |
| SummitTX Capital, L.P. | 0.15% | Add +124.5% | 129,267 | $3.7M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +0.6% | 127,243 | $3.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -10.6% | 123,619 | $3.6M |
| Fifth Third Bancorp | 0.01% | Reduce -21.4% | 123,380 | $3.6M |
| Tudor Investment Corporation | 0.02% | New | 122,649 | $3.5M |
| Capital International, Inc. | 0.03% | Add +32.1% | 122,609 | $3.5M |
| Tidal Investments LLC | 0.01% | Add +710.0% | 121,613 | $3.5M |
| Pitcairn Co. | 0.27% | Reduce -16.4% | 119,590 | $3.4M |
| Forum Financial Management, LP | 0.05% | Add +7.5% | 118,617 | $3.4M |
| Little House Capital LLC | 0.78% | Add +16.5% | 118,437 | $3.4M |
| Choreo, LLC | 0.04% | Reduce -12.8% | 115,797 | $3.3M |
| Ieq Capital, LLC | 0.01% | Add +86.7% | 115,400 | $3.3M |
| Franklin Resources Inc. | 0.00% | Reduce -5.7% | 112,686 | $3.2M |
| Caprock Group, LLC | 0.08% | — | 117,148 | $3.2M |
| Moody LYNN Lieberson & Walker, LLC | 0.17% | Add +34.6% | 110,118 | $3.2M |
| Compound Planning, Inc. | 0.10% | Add +9.1% | 109,957 | $3.2M |
| Columbia Asset Management | 0.59% | Reduce -0.1% | 109,125 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.1% | 105,184 | $3.1M |
| Madison Asset Management, LLC | 0.03% | Reduce -2.4% | 104,903 | $3.0M |
| Ravenswood Partners LP | 0.94% | — | 103,663 | $3.0M |
| Central Pacific Bank - Trust Division | 0.37% | No change | 101,000 | $2.9M |
| Mill Creek Capital Advisors, LLC | 0.06% | Add +0.2% | 99,447 | $2.9M |
| BTC Capital Management, Inc. | 0.19% | Add +9.5% | 97,890 | $2.8M |
| Ellsworth Advisors, LLC | 0.59% | Add +1.1% | 95,773 | $2.8M |
| Keybank National Association | 0.01% | Reduce -12.5% | 94,467 | $2.7M |
| Successful Portfolios LLC | 1.57% | Reduce -1.9% | 93,401 | $2.7M |
| Aperture Investors, LLC | 0.37% | Reduce -62.1% | 92,804 | $2.7M |
| Trustmark Bank Trust Department | 0.17% | Add +15.3% | 92,733 | $2.7M |
| Klein Pavlis & Peasley Financial, Inc. | 1.63% | Add +111.0% | 92,432 | $2.7M |
| Waldron Private Wealth LLC | 0.11% | No change | 91,525 | $2.6M |
| United Capital Financial Advisors, LLC | 0.02% | Add +40.8% | 88,898 | $2.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +20.0% | 86,930 | $2.5M |
| Y.D. More Investments Ltd | 0.14% | Add +9.6% | 85,565 | $2.5M |
| Foyston, Gordon & Payne Inc | 0.54% | Reduce -1.2% | 85,273 | $2.5M |
| Frank, Rimerman Advisors LLC | 0.16% | Add +0.1% | 84,163 | $2.4M |
| Vontobel Holding Ltd. | 0.01% | Reduce -0.5% | 83,115 | $2.4M |
| Barden Capital Management, Inc. | 1.98% | Reduce -0.1% | 82,639 | $2.4M |
| Archford Capital Strategies, LLC | 0.28% | Add +93.0% | 81,724 | $2.4M |
| Marshall Wace, LLP | 0.00% | Reduce -42.1% | 81,568 | $2.3M |
| Rhumbline Advisers | 0.00% | Reduce -11.3% | 81,046 | $2.3M |
| J. Goldman & Co LP | 0.09% | Add +42.8% | 79,985 | $2.3M |
| Earnest Partners LLC | 0.01% | Reduce -0.5% | 79,813 | $2.3M |
| Natural Investments, LLC | 0.57% | Reduce -0.1% | 79,442 | $2.3M |
| Marks Group Wealth Management, Inc | 0.21% | Add +7.5% | 78,241 | $2.3M |
| Aviso Financial Inc. | 0.09% | Reduce -1.0% | 78,200 | $2.3M |
| Ballentine Partners, LLC | 0.03% | Reduce -6.1% | 78,033 | $2.2M |
| Figure 8 Investment Strategies LLC | 1.99% | Reduce -29.1% | 77,596 | $2.2M |
| SOL Capital Management CO | 0.20% | No change | 75,595 | $2.2M |
| Qtron Investments LLC | 0.26% | Add +1.6% | 74,273 | $2.1M |
| Greenleaf Trust | 0.02% | Reduce -0.1% | 74,025 | $2.1M |
| Doliver Advisors, LP | 0.55% | Reduce -5.2% | 73,558 | $2.1M |
| Calamos Advisors LLC | 0.01% | No change | 73,201 | $2.1M |
| Stamos Capital Partners, L.P. | 0.39% | Reduce -15.2% | 72,552 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +25.8% | 70,163 | $2.1M |
| Group One Trading LLC | 0.06% | Add +375.1% | 71,154 | $2.0M |
| Prosperity Consulting Group, LLC | 0.10% | Reduce -5.8% | 70,888 | $2.0M |
| Penbrook Management LLC | 1.38% | No change | 68,500 | $2.0M |
| Bleakley Financial Group, LLC | 0.05% | Add +84.0% | 68,002 | $2.0M |
| Evergreen Capital Management LLC | 0.05% | Add +6.3% | 66,954 | $1.9M |
| 17 Capital Partners, LLC | 1.04% | No change | 66,110 | $1.9M |
| Diversify Wealth Management, LLC | 0.11% | Add +1.3% | 67,803 | $1.9M |
| Arax Advisory Partners | 0.03% | Add +569.0% | 62,768 | $1.8M |
| Ellevest, Inc. | 0.25% | Reduce -5.6% | 61,745 | $1.8M |
| Bailard, Inc. | 0.04% | Add +1.6% | 61,726 | $1.8M |
| Intrust Bank NA | 0.15% | Add +0.1% | 61,508 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -23.2% | 59,951 | $1.7M |
| Benjamin Edwards Inc. | 0.02% | Add +55.9% | 58,776 | $1.7M |
| Blair William & Co. | 0.00% | Reduce -0.5% | 56,923 | $1.6M |
| Dorsey & Whitney Trust CO LLC | 0.09% | Reduce -4.7% | 56,390 | $1.6M |
| Hanson & Doremus Investment Management | 0.20% | Reduce -11.9% | 56,226 | $1.6M |
| Yousif Capital Management, LLC | 0.02% | Reduce -10.2% | 56,206 | $1.6M |
| Moors & Cabot, Inc. | 0.07% | Reduce -7.4% | 55,711 | $1.6M |
| Wealth Alliance, LLC | 0.16% | Reduce -6.5% | 55,046 | $1.6M |
| S&co Inc. | 0.10% | No change | 55,000 | $1.6M |
| Walleye Trading LLC | 0.03% | New | 54,670 | $1.6M |
| AlphaCore Capital LLC | 0.05% | Add +364.6% | 54,408 | $1.6M |
| Aaron Wealth Advisors LLC | 0.09% | Reduce -2.5% | 54,380 | $1.6M |
| Raelipskie Partnership | 0.67% | No change | 54,181 | $1.6M |
| Henshaw Capital LLC | 0.06% | Reduce -36.8% | 52,715 | $1.5M |
| Gibbs Wealth Management | 0.34% | Reduce -20.1% | 52,491 | $1.5M |
| Smartleaf Asset Management LLC | 0.09% | Add +20.1% | 50,986 | $1.5M |
| Secured Retirement Advisors, LLC | 0.83% | Reduce -15.8% | 51,425 | $1.5M |
| Brooklyn Investment Group | 0.20% | Reduce -0.2% | 55,939 | $1.5M |
| HB Wealth Management, LLC | 0.01% | Add +92.8% | 50,442 | $1.5M |
| MAI Capital Management | 0.01% | Add +54.6% | 50,420 | $1.5M |
| Guggenheim Capital LLC | 0.01% | Add +3.0% | 50,327 | $1.4M |
| Stiles Financial Services Inc | 0.46% | Reduce -8.2% | 50,191 | $1.4M |
| Coldstream Capital Management Inc. | 0.02% | Add +32.4% | 49,386 | $1.4M |
| Confluence Investment Management LLC | 0.02% | Add +7.4% | 48,151 | $1.4M |
| SG Americas Securities, LLC | 0.01% | Add +10.7% | 47,913 | $1.4M |
| Regions Financial Corp. | 0.01% | Reduce -8.8% | 46,990 | $1.4M |
| Wincap Financial LLC | 0.93% | Add +4.7% | 46,943 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -22.6% | 46,910 | $1.4M |
| Sterling Capital Management LLC | 0.02% | Reduce -23.9% | 46,387 | $1.3M |
| Dynasty Wealth Management, LLC | 0.02% | New | 45,676 | $1.3M |
| Advisory Resource Group | 0.24% | Add +6.1% | 45,605 | $1.3M |
| GAMMA Investing LLC | 0.07% | Add +3.6% | 45,159 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -5.3% | 44,626 | $1.3M |
| GC Wealth Management RIA, LLC | 0.04% | Add +163.9% | 44,654 | $1.3M |
| Fiduciary Trust Co | 0.01% | Reduce -1.8% | 43,920 | $1.3M |
| Hancock Whitney Corp. | 0.02% | Add +1.8% | 43,815 | $1.3M |
| Syon Capital LLC | 0.07% | Add +18.5% | 43,653 | $1.3M |
| ESL Trust Services, LLC | 0.24% | No change | 43,000 | $1.2M |
| Glenmede Investment Management, LP | 0.01% | Add +1.0% | 42,478 | $1.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 42,380 | $1.2M |
| Strategic Global Advisors, LLC | 0.18% | Reduce -7.5% | 41,930 | $1.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +15.4% | 41,700 | $1.2M |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -0.7% | 41,367 | $1.2M |
| Portside Wealth Group, LLC | 0.16% | Reduce -3.4% | 41,197 | $1.2M |
| DMC Group, LLC | 0.82% | Add +1.6% | 41,180 | $1.2M |
| Clearstead Advisors, LLC | 0.02% | Add +0.6% | 40,852 | $1.2M |
| Five Oceans Advisors | 0.43% | No change | 40,814 | $1.2M |
| Lhm, Inc. | 0.38% | Reduce -62.4% | 40,185 | $1.2M |
| Mitchell & Pahl Private Wealth, LLC | 0.48% | Reduce -0.1% | 39,902 | $1.1M |
| Alhambra Investment Management LLC | 0.54% | Reduce -1.5% | 39,392 | $1.1M |
| SageView Advisory Group, LLC | 0.04% | Reduce -1.4% | 39,130 | $1.1M |
| Brown Advisory Inc. | 0.00% | Add +3.8% | 38,949 | $1.1M |
| Heritage Family Offices, LLP | 0.52% | Add +3.1% | 38,944 | $1.1M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -5.3% | 38,832 | $1.1M |
| Composition Wealth, LLC | 0.02% | Add +1.7% | 38,543 | $1.1M |
| Beck Bode, LLC | 0.18% | New | 38,402 | $1.1M |
| Legacy Financial Advisors, Inc. | 0.15% | New | 37,772 | $1.1M |
| Flputnam Investment Management Co. | 0.02% | Add +12.7% | 37,555 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +3.5% | 37,151 | $1.1M |
| Future Fund LLC | 0.38% | Add +8.6% | 36,936 | $1.1M |
| Blue Trust, Inc. | 0.01% | Add +6.3% | 36,650 | $1.1M |
| Beverly Hills Private Wealth, LLC | 0.19% | Add +0.4% | 36,461 | $1.0M |
| NorthCoast Asset Management LLC | 0.00% | Add +2.1% | 35,757 | $1.0M |
| Strategic Investment Advisors / MI | 0.09% | Reduce -5.4% | 35,586 | $1.0M |
| Keel Point, LLC | 0.06% | Reduce -5.5% | 35,479 | $1.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +57.1% | 35,433 | $1.0M |
| PDS Planning, Inc | 0.07% | Add +2.2% | 35,089 | $1.0M |
| Nuveen, LLC | 0.00% | No change | 34,999 | $1.0M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.16% | Reduce -19.8% | 34,425 | $991K |
| West Family Investments, Inc. | 0.22% | Add +1.1% | 34,228 | $985K |
| Norden Group LLC | 0.10% | Reduce -1.4% | 33,736 | $971K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -2.3% | 33,393 | $961K |
| Clarius Group, LLC | 0.06% | Reduce -15.1% | 32,640 | $940K |
| Farley Capital L.P. | 0.67% | No change | 32,350 | $931K |
| Parallel Advisors, LLC | 0.02% | Reduce -2.9% | 32,219 | $928K |
| Cookson Peirce & Co. Inc. | 0.04% | Add +5.6% | 32,094 | $924K |
| Kathmere Capital Management, LLC | 0.07% | Add +5.6% | 31,857 | $917K |
| Bayesian Capital Management, LP | 0.19% | Reduce -28.2% | 31,800 | $916K |
| Venturi Wealth Management, LLC | 0.04% | Add +120.2% | 31,469 | $906K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 31,205 | $898K |
| Hilltop Holdings Inc. | 0.05% | Add +2.3% | 31,200 | $898K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +36.0% | 30,830 | $888K |
| Checchi Capital Advisers, LLC | 0.06% | Add +1.3% | 30,408 | $875K |
| Fiera Capital Corp | 0.00% | Add +33.4% | 30,326 | $873K |
| Financial & Tax Architects, LLC | 0.19% | Add +18.4% | 30,205 | $870K |
| Quinn Opportunity Partners LLC | 0.06% | No change | 30,000 | $864K |
| Allianz SE | 0.02% | No change | 30,000 | $864K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 29,922 | $861K |
| Two Sigma Investments, LP | 0.00% | Reduce -37.0% | 29,919 | $861K |
| Advisors Asset Management, Inc. | 0.01% | Add +3.5% | 29,826 | $859K |
| Lido Advisors, LLC | 0.00% | Add +13.5% | 29,699 | $855K |
| Lester Murray Antman dba SimplyRich | 0.23% | Add +2.2% | 29,715 | $855K |
| Baird Financial Group, Inc. | 0.00% | Add +174.8% | 29,541 | $850K |
| TD Private Client Wealth LLC | 0.02% | Reduce -50.6% | 29,477 | $849K |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 0.15% | New | 29,296 | $843K |
| Prospera Financial Services Inc | 0.01% | Add +1.2% | 29,292 | $843K |
| Personal Cfo Solutions, LLC | 0.15% | Reduce -4.5% | 29,095 | $838K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -0.9% | 28,421 | $818K |
| BSW Wealth Partners | 0.10% | Add +3.8% | 28,410 | $818K |
| Itau Unibanco Holding S.A. | 0.03% | Add +12.8% | 28,297 | $815K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +31.8% | 28,425 | $810K |
| Mission Wealth Management, LP | 0.02% | Reduce -26.4% | 27,981 | $806K |
| Aprio Wealth Management, LLC | 0.08% | Add +0.9% | 27,972 | $805K |
| One Wealth Advisors, LLC | 0.10% | Reduce -18.9% | 27,835 | $801K |
| Valeo Financial Advisors, LLC | 0.02% | Add +3.7% | 27,737 | $799K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.9% | 27,506 | $792K |
| Bridgewater Advisors Inc. | 0.05% | Add +2.1% | 27,767 | $786K |
| Shufro Rose & Co. LLC | 0.06% | No change | 30,740 | $780K |
| Ovata Capital Management Ltd | 0.16% | New | 27,000 | $777K |
| Avantra Family Wealth, Inc. | 0.58% | Reduce -14.2% | 26,896 | $774K |
| Janus Henderson Group PLC | 0.00% | Reduce -0.4% | 26,847 | $773K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.8% | 26,077 | $751K |
| Parr McKnight Wealth Management Group, LLC | 0.10% | Add +2.2% | 26,000 | $749K |
| Versant Capital Management, Inc | 0.10% | Reduce -0.8% | 25,927 | $746K |
| BigSur Wealth Management LLC | 0.18% | No change | 25,925 | $746K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -2.4% | 25,513 | $737K |
| BKM Wealth Management, LLC | 0.27% | Reduce -20.2% | 25,487 | $734K |
| Welch Group, LLC | 0.03% | Add +0.9% | 25,373 | $730K |
| Sage Rhino Capital LLC | 0.14% | Reduce -0.1% | 25,262 | $727K |
| Seed Wealth Management, Inc. | 0.50% | No change | 25,125 | $723K |
| JARISLOWSKY, FRASER Ltd | 0.00% | Add +37.2% | 25,082 | $722K |
| Insigneo Advisory Services, LLC | 0.05% | Reduce -0.2% | 24,966 | $719K |
| Mgo One Seven LLC | 0.02% | Add +3.1% | 24,848 | $715K |
| Americana Partners, LLC | 0.02% | Add +51.5% | 24,800 | $714K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -14.3% | 25,545 | $714K |
| Cordatus Wealth Management LLC | 0.17% | Add +0.2% | 24,751 | $713K |
| Key Financial Inc | 0.13% | No change | 24,462 | $703K |
| Principal Securities, Inc. | 0.01% | Add +7.3% | 24,252 | $698K |
| Rehmann Capital Advisory Group | 0.04% | Add +2.9% | 24,027 | $692K |
| IHT Wealth Management, LLC | 0.02% | Add +5.3% | 23,716 | $683K |
| Commerce Bank | 0.00% | Add +61.3% | 23,688 | $682K |
| Dynamic Technology Lab Private Ltd | 0.12% | Reduce -76.4% | 23,669 | $681K |
| Wolverine Trading, LLC | 0.01% | Add +65.4% | 23,118 | $673K |
| Twelve Points Wealth Management LLC | 0.17% | Reduce -1.4% | 23,002 | $662K |
| Merit Financial Group, LLC | 0.01% | Add +34.9% | 22,817 | $657K |
| Integrated Advisors Network LLC | 0.03% | Reduce -2.2% | 22,772 | $656K |
| May Hill Capital, LLC | 0.19% | Add +5.8% | 22,582 | $650K |
| Cresset Asset Management, LLC | 0.00% | Add +2.9% | 22,427 | $647K |
| World Investment Advisors | 0.01% | Add +12.4% | 22,329 | $643K |
| London Co. of Virginia | 0.00% | No change | 22,000 | $633K |
| Gallacher Capital Management LLC | 0.25% | Add +8.5% | 21,626 | $623K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | Reduce -9.4% | 21,216 | $611K |
| Pinnacle Associates Ltd. | 0.01% | No change | 21,130 | $608K |
| Virtu Financial LLC | 0.03% | New | 21,043 | $606K |
| BOCHK Asset Management Ltd | 0.16% | New | 21,000 | $605K |
| CIBC Asset Management Inc | 0.00% | Add +79.2% | 20,533 | $591K |
| Steadtrust LLC | 0.40% | No change | 20,400 | $587K |
| Wedmont Private Capital | 0.02% | Add +4.5% | 19,732 | $587K |
| Philip James Wealth Mangement, LLC | 0.07% | Add +26.6% | 20,200 | $582K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -51.2% | 20,193 | $581K |
| Somerset Trust Co | 0.18% | Add +5.0% | 20,149 | $580K |
| Corient IA LP | 0.43% | Add +14.3% | 20,000 | $576K |
| Fca Corp. | 0.16% | No change | 20,000 | $576K |
| Saturna Capital Corp. | 0.01% | No change | 20,000 | $576K |
| Capital Group Private Client Services, Inc. | 0.01% | New | 19,900 | $573K |
| Barclays PLC | 0.00% | Reduce -8.0% | 19,506 | $562K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.5% | 19,385 | $558K |
| Rossby Financial, LCC | 0.18% | Add +1.6% | 19,201 | $552K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +29.4% | 19,084 | $549K |
| Brighton Jones LLC | 0.01% | Add +9.7% | 18,797 | $541K |
| Blue Barn Wealth, LLC | 0.24% | Reduce -4.5% | 18,774 | $541K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +46.4% | 18,664 | $537K |
| Optas, LLC | 0.09% | Reduce -2.2% | 18,631 | $536K |
| Hardy Reed LLC | 0.04% | Add +8.3% | 18,582 | $535K |
| First Horizon Corp. | 0.03% | — | 18,496 | $533K |
| Nicolet Advisory Services, LLC | 0.04% | Reduce -10.0% | 17,657 | $525K |
| Argonautica Private Wealth Management, Inc. | 0.15% | Add +1.0% | 18,108 | $521K |
| 44 Wealth Management LLC | 0.18% | Reduce -64.7% | 18,021 | $519K |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +2624.4% | 17,981 | $518K |
| LVW Advisors, LLC | 0.05% | Reduce -14.8% | 17,961 | $517K |
| Sivia Capital Partners, LLC | 0.14% | Reduce -19.0% | 17,835 | $513K |
| Summitry LLC | 0.02% | Reduce -22.3% | 17,743 | $511K |
| Independent Advisor Alliance | 0.01% | Add +22.2% | 17,675 | $509K |
| Russell Investments Group, Ltd. | 0.00% | Add +6.9% | 17,642 | $508K |
| Cetera Trust Company, N.A | 0.28% | No change | 17,450 | $502K |
| Riverwater Partners LLC | 0.21% | Reduce -23.7% | 17,236 | $496K |
| Everpar Advisors LLC | 0.20% | Reduce -8.7% | 17,140 | $493K |
| Ascent Group, LLC | 0.02% | Add +6.4% | 17,014 | $490K |
| Seeds Investor LLC | 0.10% | Reduce -10.0% | 16,996 | $489K |
| Baron Wealth Management LLC | 0.16% | Reduce -4.7% | 16,927 | $487K |
| Farther Finance Advisors, LLC | 0.01% | Add +16.4% | 16,908 | $487K |
| Searle & Co. | 0.13% | No change | 16,500 | $475K |
| Summit Wealth Group LLC / Co. | 0.05% | New | 5,661 | $467K |
| Sowell Financial Services LLC | 0.02% | Add +21.0% | 16,109 | $464K |
| Aljian Capital Management, LLC | 0.09% | No change | 15,605 | $449K |
| Simplicity Wealth,LLC | 0.03% | New | 15,531 | $447K |
| Deutsche Bank AG | 0.00% | No change | 15,455 | $445K |
| Wilkinson Global Asset Management LLC | 0.03% | No change | 15,330 | $441K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -5.0% | 15,252 | $439K |
| First American Trust, FSB | 0.03% | Add +42.1% | 15,145 | $436K |
| Flow Traders U.S. LLC | 0.02% | Reduce -67.9% | 15,147 | $436K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -20.9% | 15,024 | $433K |
| GeoWealth Management, LLC | 0.02% | Add +68.0% | 15,007 | $432K |
| Traveka Wealth, LLC | 0.19% | Add +0.3% | 14,974 | $431K |
| Perigon Wealth Management, LLC | 0.01% | Add +2.0% | 14,799 | $426K |
| Dearborn Partners LLC | 0.02% | Reduce -2.5% | 14,772 | $425K |
| Icon Wealth Advisors, LLC | 0.03% | Reduce -0.2% | 14,746 | $425K |
| Pekin Hardy Strauss, Inc. | 0.04% | Reduce -86.8% | 14,722 | $424K |
| Certior Financial Group, LLC | 0.29% | Add +0.0% | 14,688 | $423K |
| Arkadios Wealth Advisors | 0.01% | New | 14,670 | $422K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -7.0% | 14,623 | $421K |
| White Knight Strategic Wealth Advisors, LLC | 0.33% | Reduce -14.9% | 14,598 | $420K |
| Resonant Capital Advisors, LLC | 0.02% | Add +12.9% | 14,572 | $420K |
| Anchor Investment Management, LLC | 0.03% | No change | 14,440 | $416K |
| Savvy Advisors, Inc. | 0.02% | Reduce -3.1% | 14,375 | $414K |
| Allworth Financial LP | 0.00% | Add +14.7% | 14,156 | $408K |
| Scientech Research LLC | 0.14% | New | 14,092 | $406K |
| Atlatl Advisers LLC | 0.16% | Reduce -20.1% | 13,756 | $396K |
| Addison Advisors LLC | 0.09% | Add +2.2% | 13,686 | $394K |
| HighPoint Advisor Group LLC | 0.02% | Add +2.8% | 13,670 | $394K |
| Alliancebernstein L.P. | 0.00% | Add +10.5% | 13,641 | $393K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -24.3% | 13,715 | $393K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -4.0% | 13,498 | $389K |
| Stephens Inc. | 0.00% | Reduce -1.5% | 13,375 | $385K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -8.3% | 13,345 | $384K |
| Chesapeake Asset Management LLC | 0.34% | Reduce -3.1% | 13,240 | $381K |
| Savant Capital, LLC | 0.00% | Reduce -19.0% | 13,225 | $381K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +0.9% | 13,089 | $377K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -0.4% | 13,065 | $376K |
| CogentBlue Wealth Advisors, LLC | 0.26% | Add +4.6% | 13,047 | $376K |
| Certuity, LLC | 0.03% | Reduce -7.9% | 13,000 | $374K |
| Berkshire Asset Management LLC | 0.02% | No change | 12,720 | $366K |
| AE Wealth Management LLC | 0.00% | Add +38.5% | 12,676 | $365K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -6.4% | 12,645 | $364K |
| Evoke Wealth, LLC | 0.01% | New | 12,620 | $363K |
| Chicago Capital, LLC | 0.01% | No change | 12,615 | $363K |
| SYM FINANCIAL Corp | 0.04% | Add +1.2% | 12,560 | $362K |
| Canopy Partners, LLC | 0.12% | Add +7.0% | 12,311 | $354K |
| Global Retirement Partners, LLC | 0.01% | Reduce -21.8% | 12,266 | $353K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -0.0% | 12,226 | $351K |
| First Affirmative Financial Network | 0.16% | Add +2.5% | 12,093 | $348K |
| One Wealth Capital Management, LLC | 0.16% | Add +5.8% | 12,092 | $348K |
| Opes Wealth Management LLC | 0.06% | Reduce -0.4% | 11,965 | $344K |
| Riversedge Advisors, LLC | 0.06% | Add +9.7% | 11,887 | $342K |
| HUB Investment Partners, LLC | 0.01% | Add +26.1% | 11,882 | $342K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +7.9% | 11,875 | $342K |
| Franklin Street Advisors Inc. | 0.02% | Reduce -20.9% | 11,685 | $336K |
| Cromwell Holdings LLC | 0.18% | No change | 11,455 | $330K |
| Integrity Alliance, Llc. | 0.02% | New | 11,425 | $329K |
| Mayflower Financial Advisors, LLC | 0.04% | Add +19.9% | 11,415 | $329K |
| Axxcess Wealth Management, LLC | 0.01% | Add +6.2% | 11,390 | $328K |
| Baker Tilly Wealth Management, LLC | 0.07% | Add +2.3% | 11,246 | $324K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +5.0% | 11,182 | $322K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 11,180 | $322K |
| Abel Hall, LLC | 0.13% | Reduce -1.0% | 11,134 | $321K |
| Wallace Advisory Group, LLC | 0.26% | Reduce -16.2% | 12,302 | $320K |
| Portland Global Advisors LLC | 0.04% | No change | 10,970 | $316K |
| OneAscent Financial Services LLC | 0.02% | Reduce -13.5% | 10,888 | $313K |
| Diversified Trust Co. | 0.01% | Add +6.3% | 10,821 | $312K |
| Bowen Hanes & Co. Inc. | 0.01% | No change | 10,695 | $308K |
| Arkos Global Advisors | 0.04% | New | 10,593 | $305K |
| Brown Brothers Harriman & Co. | 0.00% | Add +32.5% | 10,576 | $304K |
| Crewe Advisors LLC | 0.03% | New | 10,550 | $304K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 10,513 | $303K |
| Meyer Handelman Co. | 0.01% | No change | 10,435 | $300K |
| Mutual Advisors, LLC | 0.01% | New | 10,464 | $300K |
| Abundance Wealth Counselors | 0.05% | Add +116.2% | 10,400 | $299K |
| Seven Mile Advisory | 0.05% | Reduce -1.5% | 10,219 | $294K |
| Drive Wealth Management, LLC | 0.06% | Add +0.2% | 10,198 | $294K |
| Arlington Trust Co LLC | 0.05% | Add +0.3% | 10,195 | $294K |
| Contravisory Investment Management, Inc. | 0.06% | Add +5.9% | 10,183 | $293K |
| First Foundation Advisors | 0.01% | Reduce -32.0% | 10,120 | $291K |
| Jacobi Capital Management LLC | 0.02% | No change | 10,110 | $291K |
| Legacy Capital Group California, Inc. | 0.07% | Add +6.0% | 10,091 | $291K |
| Schroder Investment Management Group | 0.00% | Reduce -13.6% | 9,905 | $288K |
| Xponance LLC | 0.00% | Add +14.5% | 10,003 | $288K |
| BFI Infinity Ltd. | 0.19% | No change | 10,000 | $288K |
| D.A. Davidson & Co. | 0.00% | Add +21.3% | 9,992 | $288K |
| Choate Investment Advisors | 0.01% | No change | 9,935 | $286K |
| Rosenberg Matthew Hamilton | 0.06% | Add +0.8% | 9,844 | $283K |
| Sapient Capital LLC | 0.00% | New | 9,701 | $282K |
| Sage Mountain Advisors LLC | 0.02% | Add +9.9% | 9,766 | $281K |
| Avior Wealth Management, LLC | 0.01% | Reduce -4.4% | 9,765 | $281K |
| Chesapeake Capital Corp. | 0.25% | — | 9,642 | $278K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | No change | 9,640 | $278K |
| Wedbush Securities Inc. | 0.01% | New | 9,456 | $272K |
| Carter Financial Group, INC. | 0.16% | New | 9,421 | $271K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -68.0% | 9,412 | $271K |
| Disciplined Investors, L.L.C. | 0.19% | No change | 9,375 | $270K |
| Advisors Capital Management, LLC | 0.00% | Add +17.9% | 9,363 | $270K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -37.2% | 9,335 | $269K |
| Simon Quick Advisors, LLC | 0.01% | Add +8.7% | 9,058 | $261K |
| Sunpointe, LLC | 0.09% | Reduce -31.0% | 8,961 | $258K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -3.0% | 8,944 | $257K |
| HSBC Holdings PLC | 0.00% | New | 8,934 | $256K |
| SVB Wealth LLC | 0.01% | Reduce -23.1% | 8,898 | $256K |
| Wealth Architects, LLC | 0.02% | Add +0.0% | 8,869 | $255K |
| Rothschild Investment LLC | 0.01% | Add +37.1% | 8,866 | $255K |
| Ingalls & Snyder LLC | 0.01% | No change | 8,760 | $252K |
| AlTi Global, Inc. | 0.01% | Reduce -0.8% | 8,677 | $250K |
| Lion Street Advisors, LLC | 0.09% | New | 2,157 | $250K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -11.2% | 8,658 | $249K |
| Accuvest Global Advisors | 0.15% | Reduce -65.5% | 8,626 | $248K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.8% | 8,534 | $246K |
| Advisory Services Network, LLC | 0.00% | New | 8,494 | $245K |
| Morton Capital Management LLC | 0.04% | No change | 7,790 | $244K |
| Leavell Investment Management, Inc. | 0.01% | New | 8,417 | $242K |
| LRI Investments, LLC | 0.02% | Reduce -1.4% | 8,308 | $239K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -17.8% | 8,273 | $238K |
| New Republic Capital, LLC | 0.07% | New | 8,236 | $237K |
| Trust Point Inc. | 0.02% | New | 8,182 | $236K |
| Park Place Capital Corp | 0.05% | Reduce -2.0% | 8,058 | $232K |
| Huntington National Bank | 0.00% | Add +10.6% | 8,058 | $232K |
| Intergy Private Wealth, LLC | 0.07% | New | 8,020 | $231K |
| Denali Advisors LLC | 0.03% | Reduce -35.4% | 7,951 | $229K |
| Hoxton Planning & Management, LLC | 0.07% | New | 7,933 | $228K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -13.1% | 7,922 | $228K |
| First Citizens Bank & Trust Co. | 0.00% | New | 7,921 | $228K |
| Almanack Investment Partners, LLC. | 0.04% | New | 7,899 | $227K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -0.5% | 7,881 | $227K |
| Bradley Foster & Sargent Inc. | 0.00% | Reduce -2.4% | 7,875 | $227K |
| Impact Capital Partners LLC | 0.07% | Reduce -1.0% | 7,840 | $226K |
| Mairs & Power Inc. | 0.00% | Reduce -4.2% | 7,830 | $225K |
| Curi Capital, LLC | 0.00% | New | 7,798 | $224K |
| Baker Ellis Asset Management LLC | 0.03% | No change | 7,775 | $224K |
| Douglass Winthrop Advisors, LLC | 0.00% | Reduce -12.9% | 7,775 | $224K |
| a16z Perennial Management, L.P. | 0.02% | New | 7,710 | $222K |
| Rede Wealth, LLC | 0.17% | New | 7,693 | $221K |
| Eagle Bay Advisors LLC | 0.17% | Reduce -13.5% | 7,693 | $221K |
| NorthRock Partners, LLC | 0.00% | New | 7,596 | $219K |
| Penobscot Investment Management Company, Inc. | 0.02% | New | 7,578 | $218K |
| SkyOak Wealth, LLC | 0.04% | New | 7,500 | $216K |
| Liberty Wealth Management LLC | 0.03% | New | 7,480 | $215K |
| Enterprise Financial Services Corp | 0.11% | New | 7,480 | $215K |
| Summit Financial, LLC | 0.00% | New | 7,464 | $215K |
| Sigma Planning Corp | 0.01% | New | 7,412 | $213K |
| Bessemer Group Inc. | 0.00% | Add +152.6% | 7,320 | $211K |
| PFG Investments, LLC | 0.01% | New | 7,318 | $211K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +3.4% | 7,317 | $211K |
| Foster Group, Inc. | 0.01% | New | 7,281 | $210K |
| Mather Group, Llc. | 0.00% | New | 7,272 | $209K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 7,259 | $209K |
| Severin Investments, LLC | 0.19% | Reduce -66.2% | 7,245 | $209K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -33.5% | 7,234 | $208K |
| Petros Family Wealth, LLC | 0.17% | New | 7,229 | $208K |
| Wellspring Financial Advisors, LLC | 0.02% | New | 7,206 | $207K |
| Florida Trust Wealth Management Co | 0.01% | New | 7,205 | $207K |
| Focus Financial Network, Inc. | 0.01% | New | 7,204 | $207K |
| ARS Investment Partners, LLC | 0.01% | New | 7,200 | $207K |
| Seascape Capital Management | 0.06% | New | 7,143 | $206K |
| Balefire, LLC | 0.04% | New | 7,133 | $205K |
| Wealthstream Advisors, Inc. | 0.03% | New | 7,106 | $205K |
| Angeles Wealth Management, LLC | 0.01% | New | 7,094 | $204K |
| Old National Bancorp | 0.00% | New | 7,093 | $204K |
| Jackson Thornton Wealth Management, LLC | 0.02% | New | 6,861 | $204K |
| Riverbridge Partners LLC | 0.00% | Reduce -21.4% | 7,075 | $204K |
| Harrington Investments, INC | 0.10% | New | 7,035 | $203K |
| GM Advisory Group, LLC | 0.01% | New | 7,018 | $202K |
| Capital Advisory Group Advisory Services, LLC | 0.06% | New | 6,979 | $201K |
| Brucke Financial, Inc. | 0.12% | New | 7,202 | $201K |
| PFW Advisors LLC | 0.06% | New | 6,966 | $201K |
| Wealthspire Advisors, LLC | 0.00% | New | 6,341 | $183K |
| UMB Bank, n.a. | 0.00% | Reduce -9.2% | 6,296 | $181K |
| Grove Bank & Trust | 0.02% | Reduce -9.8% | 6,147 | $177K |
| Silver Oak Securities, Incorporated | 0.01% | New | 6,037 | $174K |
| American National Bank & Trust | 0.02% | No change | 5,860 | $169K |
| IFP Advisors, Inc | 0.00% | Reduce -11.1% | 5,518 | $159K |
| Maj Invest Holding A/S | 0.01% | No change | 5,500 | $158K |
| Toronto Dominion Bank | 0.00% | No change | 5,406 | $157K |
| Johnson Financial Group, Inc. | 0.01% | New | 5,265 | $152K |
| Centaurus Financial, Inc. | 0.01% | Add +13.7% | 5,254 | $151K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 4,950 | $142K |
| Spire Wealth Management | 0.00% | Reduce -47.6% | 4,914 | $141K |
| Hilltop National Bank | 0.03% | Add +19.1% | 4,889 | $141K |
| Quent Capital, LLC | 0.01% | New | 4,877 | $140K |
| Wealth Preservation Advisors, LLC | 0.08% | No change | 4,500 | $130K |
| Trust Co. of Vermont | 0.01% | No change | 4,500 | $130K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +321.7% | 4,487 | $129K |
| Horizon Investments, LLC | 0.00% | Add +24.2% | 4,218 | $121K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -54.9% | 4,172 | $120K |
| CoreCap Advisors, LLC | 0.00% | Reduce -19.1% | 4,112 | $118K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -24.3% | 4,068 | $117K |
| LOM Asset Management Ltd | 0.04% | No change | 4,000 | $115K |
| Private Trust Co. NA | 0.01% | Add +5.0% | 3,977 | $114K |
| Bruce G. Allen Investments, LLC | 0.08% | Add +0.5% | 3,889 | $112K |
| Pittenger & Anderson Inc. | 0.00% | No change | 3,875 | $112K |
| Lanark Financial, Inc. | 0.01% | Reduce -6.9% | 3,481 | $100K |
| Manchester Capital Management LLC | 0.01% | Reduce -68.8% | 3,454 | $99K |
| Twin Tree Management, LP | 0.00% | Reduce -96.5% | 2,873 | $83K |
| Salomon & Ludwin, LLC | 0.01% | Add +337.7% | 2,845 | $82K |
| Westside Investment Management, Inc. | 0.01% | Add +100.0% | 2,860 | $82K |
| Rexford Capital Inc. | 0.06% | No change | 2,815 | $81K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.16% | Add +83.7% | 2,765 | $80K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 2,720 | $78K |
| Colonial Trust Co / SC | 0.01% | Reduce -6.9% | 2,620 | $75K |
| Community Bank, N.A. | 0.01% | New | 2,590 | $75K |
| Pin Oak Investment Advisors Inc. | 0.05% | Reduce -18.8% | 2,534 | $73K |
| Vestor Capital, LLC | 0.00% | Add +316.7% | 2,500 | $72K |
| Fairscale Capital, LLC | 0.05% | No change | 2,488 | $72K |
| Golden State Wealth Management, LLC | 0.01% | No change | 2,469 | $71K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -16.9% | 2,410 | $69K |
| Ogorek Anthony Joseph /NY/ | 0.02% | No change | 2,395 | $68K |
| Alpine Bank Wealth Management | 0.01% | No change | 2,350 | $68K |
| PEAK6 LLC | 0.00% | Reduce -97.0% | 2,344 | $67K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 2,500 | $63K |
| Ameliora Wealth Management Ltd. | 0.02% | No change | 2,200 | $63K |
| Atlantic Union Bankshares Corp | 0.00% | Add +637.2% | 2,182 | $63K |
| Strengthening Families & Communities, LLC | 0.01% | New | 1,734 | $61K |
| Hollencrest Capital Management | 0.00% | No change | 2,095 | $60K |
| Harbour Investments, Inc. | 0.00% | Add +47.9% | 2,076 | $60K |
| Pinnacle Bancorp, Inc. | 0.02% | Reduce -5.2% | 2,070 | $60K |
| Founders Capital Management | 0.03% | No change | 2,005 | $58K |
| Root Financial Partners, LLC | 0.00% | New | 2,001 | $58K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 2,012 | $57K |
| CENTRAL TRUST Co | 0.00% | Reduce -18.0% | 1,647 | $47K |
| Fortitude Family Office, LLC | 0.01% | Reduce -0.1% | 1,645 | $47K |
| Zions Bancorporation, National Association | 0.00% | Reduce -10.7% | 1,637 | $47K |
| Operose Advisors LLC | 0.01% | No change | 1,520 | $44K |
| Paradigm Asset Management Co. LLC | 0.01% | No change | 1,500 | $43K |
| Trust Co. of Toledo NA | 0.00% | No change | 1,500 | $43K |
| Capital Analysts, LLC | 0.00% | Add +50.0% | 1,500 | $43K |
| CVA Family Office, LLC | 0.01% | No change | 1,431 | $41K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +1.2% | 1,393 | $40K |
| Accent Capital Management, LLC | 0.02% | Reduce -15.4% | 1,380 | $40K |
| True Wealth Design, LLC | 0.01% | Add +210.7% | 1,367 | $39K |
| Highline Wealth Partners LLC | 0.01% | Add +46.7% | 1,316 | $38K |
| Tacita Capital Inc | 0.02% | No change | 1,275 | $37K |
| Larson Financial Group LLC | 0.00% | Add +104.3% | 1,275 | $37K |
| General Partner, Inc. | 0.02% | No change | 1,245 | $36K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,231 | $35K |
| Country Trust Bank | 0.00% | No change | 1,171 | $34K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,148 | $33K |
| Measured Wealth Private Client Group, LLC | 0.01% | New | 1,135 | $33K |
| High Note Wealth, LLC | 0.01% | Add +33.2% | 1,079 | $31K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -45.6% | 1,077 | $31K |
| Raffa Wealth Management, LLC | 0.01% | Add +8.3% | 1,058 | $30K |
| Binnacle Investments Inc | 0.02% | Add +81.7% | 1,032 | $30K |
| Ameriflex Group, Inc. | 0.01% | Add +304.0% | 1,010 | $29K |
| Asset Dedication, LLC | 0.00% | Reduce -4.4% | 985 | $28K |
| Essential Partners LLC | 0.01% | New | 976 | $28K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 935 | $27K |
| North Star Investment Management Corp. | 0.00% | Add +22.0% | 915 | $26K |
| TD Capital Management LLC | 0.00% | No change | 910 | $26K |
| Sound Income Strategies, LLC | 0.00% | New | 828 | $25K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 840 | $24K |
| Robinswood Financial LLC | 0.01% | Reduce -0.6% | 835 | $24K |
| GW&K Investment Management, LLC | 0.00% | No change | 845 | $24K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 825 | $24K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -5.7% | 819 | $24K |
| Guerra Advisors Inc | 0.01% | New | 806 | $23K |
| Motco | 0.00% | Add +665.7% | 804 | $23K |
| Financial Network Wealth Advisors LLC | 0.03% | No change | 801 | $23K |
| Sunbelt Securities, Inc. | 0.00% | Add +222.9% | 791 | $23K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 765 | $22K |
| Banque Cantonale Vaudoise | 0.00% | No change | 780 | $22K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 760 | $22K |
| Creative Financial Designs Inc. | 0.00% | Add +17.0% | 758 | $22K |
| Federated Hermes, Inc. | 0.00% | Add +2.7% | 752 | $22K |
| Crowley Wealth Management, Inc. | 0.02% | No change | 750 | $22K |
| Davis Capital Management | 0.01% | — | 750 | $22K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 731 | $21K |
| Bogart Wealth, LLC | 0.00% | No change | 711 | $20K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -80.6% | 682 | $20K |
| Retirement Wealth Solutions LLC | 0.01% | Add +140.0% | 672 | $19K |
| Copeland Capital Management, LLC | 0.00% | No change | 660 | $19K |
| Navigoe, LLC | 0.01% | New | 682 | $19K |
| Clearstead Trust, LLC | 0.00% | No change | 659 | $19K |
| Manning & Napier Advisors LLC | 0.00% | New | 655 | $19K |
| Oakworth Capital, Inc. | 0.00% | No change | 650 | $19K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 600 | $17K |
| IFS Advisors, LLC | 0.01% | No change | 590 | $17K |
| Valued Wealth Advisors LLC | 0.01% | No change | 575 | $17K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 575 | $17K |
| Ancora Advisors LLC | 0.00% | Add +21.1% | 575 | $17K |
| Montag A & Associates Inc. | 0.00% | Add +82.6% | 566 | $16K |
| First PREMIER Bank | 0.00% | New | 560 | $16K |
| Hemington Wealth Management | 0.00% | No change | 580 | $16K |
| Frazier Financial Advisors, LLC | 0.01% | New | 546 | $16K |
| Kozak & Associates, Inc. | 0.00% | New | 538 | $16K |
| Compass Financial Services Inc | 0.01% | No change | 519 | $15K |
| Center for Financial Planning, Inc. | 0.00% | No change | 510 | $15K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 505 | $15K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 500 | $14K |
| McIlrath & Eck, LLC | 0.00% | Reduce -13.0% | 500 | $14K |
| Tompkins Financial Corp. | 0.00% | No change | 495 | $14K |
| CKW Financial Group | 0.00% | No change | 500 | $14K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +27.8% | 473 | $14K |
| Wolff Wiese Magana LLC | 0.01% | Add +367.0% | 467 | $13K |
| Washington Trust Advisors, Inc. | 0.00% | Reduce -20.4% | 458 | $13K |
| City Holding Co. | 0.00% | Add +129.0% | 458 | $13K |
| KERR FINANCIAL PLANNING Corp | 0.02% | — | 448 | $13K |
| JPL Wealth Management, LLC | 0.00% | New | 454 | $13K |
| Albion Financial Group | 0.00% | No change | 450 | $13K |
| Proffitt & Goodson Inc. | 0.00% | New | 436 | $13K |
| NBT Bank, N.A. | 0.00% | No change | 430 | $12K |
| CNB Bank | 0.00% | No change | 400 | $12K |
| Clean Yield Group | 0.00% | No change | 400 | $12K |
| Financial Consulate, Inc. | 0.00% | New | 394 | $11K |
| Redmont Wealth Advisors LLC | 0.02% | No change | 380 | $11K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 375 | $11K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -13.9% | 373 | $11K |
| Fairman Group, LLC | 0.01% | New | 352 | $10K |
| Salem Investment Counselors Inc. | 0.00% | No change | 345 | $10K |
| Bare Financial Services, Inc | 0.00% | Add +5.5% | 346 | $10K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 339 | $10K |
| North Capital, Inc. | 0.01% | No change | 335 | $10K |
| Principia Wealth Advisory, LLC | 0.01% | Add +143.7% | 307 | $9K |
| Archer Investment Corp | 0.00% | No change | 285 | $8K |
| Bangor Savings Bank | 0.00% | No change | 280 | $8K |
| NFSG Corp | 0.00% | No change | 270 | $8K |
| Rise Advisors, LLC | 0.00% | No change | 262 | $8K |
| Westend Capital Management, LLC | 0.00% | New | 259 | $7K |
| Bear Mountain Capital, Inc. | 0.00% | Add +4.3% | 245 | $7K |
| Dagco, Inc. | 0.00% | No change | 246 | $7K |
| Caitlin John, LLC | 0.00% | New | 245 | $7K |
| Silicon Valley Capital Partners | 0.00% | New | 242 | $7K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +18.0% | 229 | $7K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -45.7% | 220 | $6K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 220 | $6K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 205 | $6K |
| Colonial Trust Advisors | 0.00% | No change | 190 | $5K |
| St Germain D J Co. Inc. | 0.00% | Add +76.5% | 173 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 172 | $5K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 165 | $5K |
| Granite FO LLC | 0.00% | No change | 160 | $5K |
| DecisionPoint Financial, LLC | 0.00% | No change | 160 | $5K |
| Wiser Advisor Group LLC | 0.01% | New | 151 | $4K |
| Western Pacific Wealth Management, LP | 0.00% | No change | 145 | $4K |
| Gould Capital, LLC | 0.00% | No change | 125 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -97.0% | 124 | $4K |
| WPG Advisers, LLC | 0.00% | No change | 115 | $3K |
| YANKCOM Partnership | 0.00% | No change | 115 | $3K |
| Leonteq Securities AG | 0.00% | Reduce -80.5% | 115 | $3K |
| Crews Bank & Trust | 0.00% | New | 110 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 100 | $3K |
| Front Row Advisors LLC | 0.00% | No change | 100 | $3K |
| Sittner & Nelson, LLC | 0.00% | No change | 100 | $3K |
| ORG Partners LLC | 0.00% | No change | 100 | $3K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 100 | $3K |
| Heritage Wealth Advisors | 0.00% | No change | 90 | $3K |
| Summit Securities Group LLC | 0.00% | New | 87 | $3K |
| American Capital Advisory, LLC | 0.00% | New | 85 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 80 | $2K |
| Byrne Asset Management LLC | 0.00% | No change | 80 | $2K |
| Godsey & Gibb, Inc. | 0.00% | No change | 75 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 75 | $2K |
| CX Institutional | 0.00% | No change | 63 | $2K |
| WealthCollab, LLC | 0.00% | No change | 62 | $2K |
| NFJ Investment Group, LLC | 0.00% | Reduce -41.5% | 55 | $2K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 50 | $1K |
| Abound Wealth Management | 0.00% | No change | 49 | $1K |
| Wealth Watch Advisors, INC | 0.00% | New | 45 | $1K |
| Concord Wealth Partners | 0.00% | No change | 40 | $1K |
| Winch Advisory Services, LLC | 0.00% | New | 40 | $1K |
| Palisade Asset Management, LLC | 0.00% | New | 40 | $1K |
| Eastern Bank | 0.00% | New | 35 | $1K |
| First Command Advisory Services, Inc. | 0.00% | No change | 35 | $1K |
| New Millennium Group LLC | 0.00% | No change | 31 | $882 |
| First Pacific Financial | 0.00% | New | 28 | $807 |
| WFA Asset Management Corp | 0.00% | No change | 8 | $773 |
| Dunhill Financial, LLC | 0.00% | Add +420.0% | 26 | $744 |
| Turning Point Benefit Group, Inc. | 0.00% | New | 22 | $632 |
| N.E.W. Advisory Services LLC | 0.00% | No change | 20 | $576 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -74.1% | 22 | $568 |
| Strategic Advocates LLC | 0.00% | New | 10 | $288 |
| HHM Wealth Advisors, LLC | 0.00% | No change | 10 | $288 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 10 | $287 |
| Roble, Belko & Company, Inc | 0.00% | Reduce -50.0% | 5 | $0 |
"% of holder's portfolio" is SONY's weight in each manager's 13F, not the share of Sony Group Corp. - SP ADR the manager owns.