Truist FinancialTFC

13F holders, Q4 2024 (December 31)
1,569holders +90
93new positions
85sold out
12famous investors
$43.40avg. 13F price*

At the end of Q4 2024, 1,569 institutions reported holding Truist Financial Corp. (TFC) in their 13F filings, up 90 from Q3 2024. 93 opened new positions and 85 sold out. The largest holders were Vanguard Group Inc. ($5.2B), BlackRock, Inc. ($4.5B) and Capital International Investors ($3.9B). 12 famous investors held it, including Steve Cohen (0.3% of Point72 Asset Management's portfolio), Stanley Druckenmiller (0.3% of Duquesne Family Office's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

Company
Truist Financial Corp.
Sector
Finance
CUSIP
89832Q109
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions93$422.2M
Exits85$116.4M

All 13F filers, Q3 2024 → Q4 2024: 77,621,927 shares bought and 74,644,882 shares sold, net +2,977,045 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,569 holders

Vanguard Group Inc. 0.09% Reduce -0.1% 119,129,225 $5.2B
BlackRock, Inc. 0.09% Add +5.0% 104,220,735 $4.5B
Capital International Investors 0.74% Add +26.0% 90,617,519 $3.9B
State Street Corp. 0.11% Add +2.9% 63,655,414 $2.8B
JPMorgan Chase & Co. 0.17% Reduce -6.4% 48,327,473 $2.1B
Bank of America Corp. 0.15% Reduce -8.9% 38,236,742 $1.7B
Geode Capital Management, LLC 0.09% Add +1.9% 27,975,691 $1.2B
Amundi 0.36% Add +6.5% 23,683,345 $1.0B
Royal Bank of Canada 0.18% Add +16.5% 19,407,576 $841.9M
Morgan Stanley 0.06% Add +6.0% 18,926,469 $821.0M
Charles Schwab Investment Management Inc. 0.14% Reduce 0.0% 17,450,966 $757.0M
Northern Trust Corp. 0.09% Add +20.5% 14,434,173 $626.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% Add +13.9% 10,738,289 $465.8M
FMR LLC 0.03% Add +109.1% 10,460,159 $453.8M
Invesco Ltd. 0.08% Add +12.4% 9,951,283 $431.7M
American Century Companies Inc. 0.25% Add +7.9% 9,882,885 $428.7M
Federated Hermes, Inc. 0.90% Add +1.0% 9,422,266 $408.7M
Norges Bank 0.05% Reduce -5.6% 9,286,034 $402.8M
Bank of New York Mellon Corp 0.07% Add +8.5% 8,484,992 $368.1M
Legal & General Group Plc 0.09% Add +2.7% 8,013,204 $347.6M
Dimensional Fund Advisors LP 0.08% Reduce -7.8% 7,622,172 $330.7M
Macquarie Group Ltd. 0.36% Reduce -12.3% 6,824,050 $293.8M
Goldman Sachs Group Inc. 0.05% Add +10.8% 6,403,456 $277.8M
UBS Group AG 0.06% Add +4.5% 6,144,598 $266.6M
Deutsche Bank AG 0.10% Add +22.7% 5,861,252 $254.3M
Cullen Capital Management, LLC 2.32% Add +1.4% 4,592,341 $199.2M
Raymond James Financial Inc. 0.07% — 4,565,487 $198.1M
Truist Financial Corp. 0.31% Reduce -3.7% 4,559,409 $197.8M
Wells Fargo & Company 0.05% Reduce -1.7% 4,463,580 $193.6M
HighTower Advisors, LLC 0.24% Add +5.6% 4,119,723 $178.7M
Hotchkis & Wiley Capital Management LLC 0.57% Reduce -0.9% 3,974,674 $172.4M
LPL Financial LLC 0.07% Add +6.8% 3,876,113 $168.1M
Marshall Wace, LLP 0.20% Add +92.8% 3,639,216 $157.9M
Samlyn Capital, LLC 2.42% Add +80.3% 3,498,506 $151.8M
Neuberger Berman Group LLC 0.12% Add +0.3% 3,482,646 $151.1M
Envestnet Asset Management Inc. 0.05% Add +2.1% 3,373,840 $146.4M
HSBC Holdings PLC 0.09% Add +20.9% 3,286,379 $142.8M
Jennison Associates LLC 0.09% Reduce -14.6% 3,235,523 $140.4M
Prudential Financial Inc. 0.19% Add +26.9% 3,232,287 $140.2M
Barclays PLC 0.07% Reduce -21.1% 3,184,851 $138.2M
Bank of Montreal 0.07% Reduce -10.6% 3,184,446 $138.1M
Sumitomo Mitsui Trust Group, Inc. 0.09% Add +1.1% 3,014,852 $130.8M
National Pension Service 0.12% Reduce -13.4% 2,946,041 $127.8M
BNP Paribas Financial Markets 0.10% New 2,938,075 $127.5M
Nuveen Asset Management, LLC 0.03% Reduce -6.0% 2,838,806 $123.1M
T. Rowe Price Associates Inc. 0.01% Reduce -0.2% 2,721,370 $118.1M
Prana Capital Management, LP 5.58% Reduce -1.8% 2,698,994 $117.1M
Millennium Management 0.10% Add +24.0% 2,590,277 $112.4M
First Trust Advisors LP 0.10% Add +4.0% 2,493,733 $108.2M
Rhumbline Advisers 0.10% Reduce -2.2% 2,459,593 $106.7M
Point72 Asset Management 0.29% Add +77.2% 2,361,416 $102.4M
Balyasny Asset Management L.P. 0.23% Add +214.8% 2,246,017 $97.4M
Stifel Financial Corp. 0.10% Add +2.8% 2,242,763 $97.3M
Equity Investment Corp. 2.25% Reduce -1.8% 2,214,743 $96.1M
Sanders Capital, LLC 0.14% Reduce -0.2% 2,186,226 $94.8M
Parnassus Investments, LLC 0.21% Add +8.9% 2,141,993 $92.9M
Burgundy Asset Management Ltd. 0.93% Reduce -9.2% 2,129,213 $92.4M
California Public Employees Retirement System 0.06% Reduce -10.1% 2,110,261 $91.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.09% Add +7.3% 2,073,644 $91.4M
Azora Capital LP 4.05% New 2,080,387 $90.2M
Franklin Resources Inc. 0.03% Add +4.2% 2,076,274 $90.1M
California State Teachers Retirement System 0.10% Reduce -5.2% 2,054,041 $89.1M
Massachusetts Financial Services Co. 0.03% Reduce -65.6% 2,039,144 $88.5M
KBC Group NV 0.24% Add +96.9% 2,031,893 $88.1M
Bessemer Group Inc. 0.14% Reduce -26.3% 1,989,688 $86.3M
Citadel Advisors 0.08% Reduce -59.5% 1,988,588 $86.3M
Citigroup Inc. 0.08% Reduce -5.7% 1,858,097 $80.6M
Letko, Brosseau & Associates Inc. 1.42% Reduce -1.0% 1,691,761 $73.4M
New York State Common Retirement Fund 0.10% Add +0.0% 1,662,947 $72.1M
AQR Capital Management 0.09% Reduce -0.7% 1,639,121 $71.1M
Ameriprise Financial Inc. 0.02% Reduce -10.0% 1,611,003 $69.9M
Principal Financial Group Inc. 0.04% Reduce -1.7% 1,486,200 $64.5M
Swiss Life Asset Management Ltd 0.47% Add +208.9% 1,462,873 $63.4M
Alliancebernstein L.P. 0.02% Reduce -2.8% 1,458,649 $63.3M
State Board of Administration of Florida Retirement System 0.11% Reduce -3.3% 1,372,018 $59.5M
Manufacturers Life Insurance Company, The 0.05% Reduce -2.1% 1,334,923 $57.9M
LSV Asset Management 0.13% Reduce -12.7% 1,307,600 $56.7M
Epoch Investment Partners, Inc. 0.27% Reduce -3.3% 1,291,411 $56.0M
Douglas Lane & Associates, LLC 0.78% Reduce -2.9% 1,277,302 $55.4M
NFJ Investment Group, LLC 1.77% Reduce -3.3% 1,267,364 $55.0M
Homestead Advisers Corp 1.32% Add +3.9% 1,263,100 $54.8M
Welch Group, LLC 2.44% Add +0.5% 1,247,422 $54.1M
PNC Financial Services Group, Inc. 0.04% Reduce -2.4% 1,205,977 $52.3M
CANADA LIFE ASSURANCE Co 0.09% Add +10.9% 1,165,821 $50.6M
Royal London Asset Management Ltd. 0.12% Add +2.8% 1,129,580 $49.0M
Caisse de depot et placement du Quebec 0.10% Add +81.7% 1,108,466 $48.1M
Aberdeen Group plc 0.09% Reduce -7.9% 1,091,264 $47.4M
Retirement Systems of Alabama 0.17% Reduce -0.4% 1,080,875 $46.9M
Fort Washington Investment Advisors Inc. 0.28% Reduce -9.2% 1,078,883 $46.8M
Rafferty Asset Management, LLC 0.16% Reduce -7.8% 1,053,998 $45.7M
New York State Teachers Retirement System 0.09% Reduce -5.2% 1,015,885 $44.1M
Sei Investments Co. 0.06% Add +2.6% 989,419 $42.9M
Janney Montgomery Scott LLC 0.12% Add +0.3% 969,022 $42.0M
Adage Capital Partners Gp, L.L.C. 0.07% Reduce -9.1% 965,264 $41.9M
Schroder Investment Management Group 0.04% Add +2.0% 961,234 $41.7M
ExodusPoint Capital Management, LP 0.42% New 937,081 $40.7M
Interval Partners, LP 1.03% Add +216.6% 930,053 $40.3M
Verition Fund Management LLC 0.20% Reduce -28.4% 906,713 $39.3M
Qube Research & Technologies Ltd 0.06% Reduce -22.0% 886,352 $38.4M
Pictet Asset Management Holding SA 0.04% Add +13.4% 885,234 $38.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.10% Add +82.6% 883,372 $38.3M
Wealth Enhancement Advisory Services, LLC 0.07% Add +73.1% 853,013 $37.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.07% — 847,136 $36.7M
Jones Financial Companies LLLP 0.03% Add +38.1% 838,890 $36.4M
Schwartz Investment Counsel Inc. 1.31% Reduce -1.3% 838,695 $36.4M
Capital International, Inc. 0.42% Add +13.5% 829,286 $36.0M
National Bank of Canada 0.05% Add +0.2% 823,632 $35.7M
Chevy Chase Trust Holdings, LLC 0.11% Reduce -2.5% 820,775 $35.6M
State of Wisconsin Investment Board 0.09% Reduce -11.3% 818,878 $35.5M
Aviva PLC 0.09% Reduce -8.1% 807,280 $35.0M
STRS Ohio 0.14% Reduce -2.5% 795,890 $34.5M
Kodai Capital Management LP 1.41% New 791,729 $34.3M
Swedbank AB 0.04% Add +0.1% 763,089 $33.1M
Captrust Financial Advisors 0.09% Add +0.0% 762,130 $33.1M
Brandes Investment Partners, LP 0.36% Add +0.9% 748,641 $32.5M
Kornitzer Capital Management Inc. 0.63% Reduce -2.0% 736,621 $32.0M
Susquehanna International Group, LLP 0.05% Add +87.9% 735,856 $31.9M
Twinbeech Capital LP 0.54% Reduce -13.6% 732,271 $31.8M
Jane Street Group, LLC 0.05% Add +902.4% 722,175 $31.3M
Capital Group Private Client Services, Inc. 0.28% Reduce -1.0% 710,977 $30.8M
APG Asset Management N.V. 0.09% Add +328.0% 732,300 $30.7M
Commonwealth Equity Services, LLC 0.04% Reduce -2.5% 673,299 $29.2M
Toronto Dominion Bank 0.06% Add +0.9% 671,437 $29.1M
Regal Partners Ltd 2.92% No change 665,781 $28.9M
Danske Bank A/S 0.08% Add +20.8% 652,983 $28.3M
Victory Capital Management Inc. 0.03% Add +49.9% 651,503 $28.3M
Man Group plc 0.09% Add +48.5% 649,286 $28.2M
TD Asset Management Inc 0.02% Add +0.7% 643,609 $27.9M
Tweedy, Browne Co LLC 1.86% Reduce -16.3% 636,823 $27.6M
Arrowstreet Capital, Limited Partnership 0.02% Reduce -85.6% 602,004 $26.1M
Zacks Investment Management 0.24% Reduce -4.4% 599,711 $26.0M
Rhino Investment Partners, Inc 5.75% Reduce -41.1% 599,079 $26.0M
Deroy & Devereaux Private Investment Counsel Inc. 1.49% Add +28.1% 594,616 $25.8M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -6.1% 593,068 $25.7M
Treasurer of the State of North Carolina 0.10% Add +0.6% 587,130 $25.5M
Point72 Europe (London) LLP 1.46% Add +154.2% 582,869 $25.3M
Korea Investment CORP 0.06% Add +138.5% 578,432 $25.1M
Bank of Nova Scotia 0.04% Reduce -70.8% 574,698 $24.9M
Ofi Invest Asset Management 0.59% — 594,634 $24.9M
Candriam S.C.A. 0.14% Add +15.9% 570,944 $24.8M
DekaBank Deutsche Girozentrale 0.05% No change 572,564 $24.7M
Public Employees Retirement System of Ohio 0.08% Reduce -4.7% 567,162 $24.6M
Corient Private Wealth LP 0.04% Reduce -9.7% 567,148 $24.6M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.11% Reduce -8.6% 549,004 $23.8M
Cerity Partners LLC 0.05% Add +1.1% 549,108 $23.8M
Alps Advisors Inc. 0.14% Reduce -8.1% 529,179 $23.0M
Mn Services Vermogensbeheer B.V. 0.15% Add +2.0% 524,300 $22.7M
Deprince Race & Zollo Inc. 0.45% Add +0.0% 520,898 $22.6M
Asset Management One Co., Ltd. 0.08% Add +1.5% 517,214 $22.6M
Polar Asset Management Partners Inc. 0.44% New 520,000 $22.6M
Storebrand Asset Management As 0.07% Reduce -7.9% 515,673 $22.4M
GW Henssler & Associates Ltd. 1.23% Reduce -0.7% 501,566 $21.5M
Natixis Advisors, LLC 0.04% Add +8.8% 491,394 $21.3M
DAVENPORT & Co LLC 0.13% Add +8.0% 491,216 $21.3M
State of New Jersey Common Pension Fund D 0.08% No change 479,334 $20.8M
State of Tennessee, Department of Treasury 0.08% Reduce -4.2% 477,671 $20.7M
Cetera Investment Advisers 0.04% Add +4.7% 474,619 $20.6M
Godsey & Gibb, Inc. 2.00% Reduce -0.6% 461,500 $20.0M
Nomura Asset Management Co. Ltd. 0.06% Add +9.2% 457,320 $19.8M
SG Americas Securities, LLC 0.09% Add +1028.0% 456,816 $19.8M
KLP Kapitalforvaltning As 0.09% — 453,596 $19.7M
Comerica Bank 0.08% Add +3.6% 449,484 $19.5M
Resona Asset Management Co.,Ltd. 0.11% Reduce -5.1% 443,368 $19.3M
Synovus Financial Corp. 0.24% Reduce -20.7% 441,146 $19.1M
Nisa Investment Advisors, LLC 0.07% Add +0.3% 436,867 $19.0M
Cramer Rosenthal McGlynn LLC 1.07% Reduce -3.6% 435,788 $18.9M
Advisors Capital Management, LLC 0.30% Add +1.6% 435,509 $18.9M
AMF Tjanstepension AB 0.13% Add +478.5% 433,911 $18.8M
Mariner, LLC 0.03% Add +1.5% 432,961 $18.8M
AE Wealth Management LLC 0.16% Add +4.6% 429,381 $18.6M
Professional Advisory Services Inc. 2.34% Reduce -6.5% 427,924 $18.6M
Verity & Verity, LLC 1.68% Add +9.6% 425,535 $18.5M
Cantor Fitzgerald Investment Advisors L.P. 1.25% Add +0.9% 416,364 $18.1M
Harris Associates (Oakmark Funds) 0.03% Reduce -92.4% 415,119 $18.0M
Russell Investments Group, Ltd. 0.02% Add +13.9% 412,136 $17.9M
Squarepoint Ops LLC 0.05% Reduce -75.8% 406,708 $17.6M
US Bancorp \de 0.02% Reduce -5.2% 406,252 $17.6M
Ensign Peak Advisors, Inc 0.03% Reduce -6.4% 405,809 $17.6M
Oppenheimer Asset Management Inc. 0.21% Reduce -0.3% 403,726 $17.5M
Edge Capital Group, LLC 0.77% Reduce -100.0% 100 $17.2M
Manning & Napier Advisors LLC 0.19% Reduce -6.8% 390,972 $17.0M
Silvercrest Asset Management Group LLC 0.11% Add +1031.3% 388,444 $16.9M
State of Michigan Retirement System 0.09% Reduce -1.0% 387,043 $16.8M
Arizona State Retirement System 0.10% Add +0.2% 384,460 $16.7M
American Assets Investment Management, LLC 1.36% No change 384,000 $16.7M
Payden & Rygel 1.43% New 381,700 $16.6M
Assenagon Asset Management S.A. 0.03% Reduce -82.3% 374,485 $16.2M
Voya Investment Management LLC 0.02% Add +1.6% 370,697 $16.1M
Guggenheim Capital LLC 0.13% Add +7.3% 359,510 $15.6M
Xponance LLC 0.14% Add +6.6% 357,578 $15.5M
Rockefeller Capital Management L.P. 0.04% Reduce -5.2% 352,938 $15.3M
MetLife Investment Management, LLC 0.08% Add +1.0% 351,497 $15.2M
KLCM Advisors, Inc. 1.75% Reduce -1.4% 348,468 $15.1M
Public Sector Pension Investment Board 0.06% Add +47.4% 344,477 $14.9M
Corebridge Financial, Inc. 0.08% Reduce -9.2% 342,146 $14.8M
Healthcare of Ontario Pension Plan Trust Fund 0.03% No change 340,000 $14.7M
Cambridge Investment Research Advisors, Inc. 0.05% Add +5.1% 339,804 $14.7M
Sonora Investment Management Group, LLC 1.13% Add +1.5% 335,203 $14.5M
Great Lakes Advisors, LLC 0.12% Reduce -0.8% 334,813 $14.5M
Montgomery Investment Management Inc. 5.67% Reduce -0.4% 332,099 $14.4M
Bogart Wealth, LLC 0.68% Add +97.9% 331,725 $14.4M
Peapack Gladstone Financial Corp. 0.21% Add +5.8% 329,770 $14.3M
Ategra Capital Management, LLC 9.55% Reduce -0.1% 326,620 $14.2M
Handelsbanken Fonder AB 0.05% Add +16.9% 326,384 $14.2M
Baird Financial Group, Inc. 0.03% Reduce -0.7% 319,896 $13.9M
Wilmington Savings Fund Society, FSB 0.25% Reduce -1.9% 317,810 $13.8M
Delta Asset Management LLC 1.23% Reduce -0.9% 317,411 $13.8M
Creative Planning 0.01% Reduce -13.0% 312,737 $13.6M
Algebris (uk) Ltd. 3.71% New 319,581 $13.4M
Independent Advisor Alliance 0.18% Add +7.8% 304,742 $13.2M
Moore Capital Management, LP 0.27% Reduce -28.6% 302,576 $13.1M
Coerente Capital Management 2.43% Add +0.3% 300,669 $13.0M
South Dakota Investment Council 0.26% Reduce -1.2% 296,985 $12.9M
Osaic Holdings, Inc. 0.03% Add +12.8% 307,749 $12.8M
Salem Investment Counselors Inc. 0.42% Add +0.5% 292,822 $12.7M
Sanctuary Advisors, LLC 0.08% Add +2.2% 262,609 $12.6M
Forsta Ap-Fonden 0.09% Reduce -0.3% 288,400 $12.5M
Auto-Owners Insurance Co 0.28% No change 288,000 $12.5M
Czech National Bank 0.12% Add +5.5% 287,833 $12.5M
ProShare Advisors LLC 0.03% Add +10.6% 284,529 $12.3M
Credit Agricole S A 0.04% Add +10.3% 283,712 $12.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% Reduce -3.2% 282,271 $12.2M
MML Investors Services, LLC 0.04% Add +1.0% 281,501 $12.2M
McRae Capital Management Inc. 2.39% Reduce -0.5% 280,894 $12.2M
Avity Investment Management Inc. 0.95% Add +15.6% 280,643 $12.2M
Parallax Volatility Advisers, L.P. 0.31% Add +57.4% 276,919 $12.0M
Brown Advisory Inc. 0.02% Add +0.7% 275,869 $12.0M
Brookstone Capital Management 0.17% Add +2.1% 275,849 $12.0M
Canada Pension Plan Investment Board 0.01% Reduce -14.8% 273,384 $11.9M
NorthCoast Asset Management LLC 0.06% Add +58.0% 269,459 $11.7M
Skandinaviska Enskilda Banken AB (publ) 0.05% Add +1.9% 267,617 $11.6M
CIBC Asset Management Inc 0.04% Reduce -9.2% 267,489 $11.6M
M&G PLC 0.07% Add +304.7% 269,404 $11.6M
Bokf, NA 0.20% Add +10.8% 270,531 $11.6M
Skba Capital Management LLC 1.82% Add +92.5% 265,400 $11.5M
Varma Mutual Pension Insurance Co 0.09% Reduce -28.7% 263,880 $11.4M
Renaissance Technologies 0.02% Add +163.8% 263,017 $11.4M
Schaper Benz & Wise Investment Counsel Inc. 0.91% Reduce -0.2% 262,723 $11.4M
Financial Counselors Inc. 0.17% Reduce -4.3% 261,857 $11.4M
Danica Pension, Livsforsikringsaktieselskab 0.21% Reduce -28.7% 261,362 $11.3M
Steward Partners Investment Advisory, LLC 0.10% Add +395.3% 260,612 $11.3M
Kanawha Capital Management LLC 0.89% Reduce -0.3% 260,398 $11.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -27.3% 259,016 $11.2M
Cadence Bank 0.76% Add +39.5% 258,331 $11.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.07% Add +14.8% 256,430 $11.1M
Old National Bancorp 0.26% Reduce -0.6% 255,447 $11.1M
Amalgamated Bank 0.09% Reduce -3.1% 254,805 $11.1M
IFM Investors Pty Ltd 0.11% Reduce -9.1% 254,008 $11.0M
Wealthcare Advisory Partners LLC 0.31% Add +0.2% 253,390 $11.0M
Rothschild Investment LLC 0.71% Reduce -0.5% 250,565 $10.9M
Capital Investment Advisory Services, LLC 1.05% Add +0.7% 250,434 $10.9M
Hunter Perkins Capital Management, LLC 2.26% Add +8.1% 247,136 $10.7M
Northwestern Mutual Wealth Management Co. 0.01% Add +2.4% 242,209 $10.5M
DNB Asset Management AS 0.05% Reduce -21.5% 241,583 $10.5M
Cibc World Markets Corp. 0.06% Reduce -7.1% 240,852 $10.4M
Modera Wealth Management, LLC 0.13% Reduce -16.8% 238,938 $10.4M
Pinnacle Associates Ltd. 0.14% Add +7.5% 235,910 $10.2M
Systematic Alpha Investments, LLC 0.37% No change 233,937 $10.1M
Duquesne Family Office 0.28% No change 233,500 $10.1M
Triglav Investments, D.O.O. 0.79% — 230,754 $10.0M
Nearwater Capital Markets, Ltd 0.28% — 230,044 $10.0M
Bryn Mawr Trust Advisors, LLC 0.54% Reduce -0.4% 229,445 $10.0M
F/m Investments LLC 0.37% Add +6.6% 229,086 $9.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.10% Reduce -19.7% 226,798 $9.8M
Utah Retirement Systems 0.11% Add +0.1% 221,025 $9.6M
Regions Financial Corp. 0.07% Reduce -2.0% 217,513 $9.4M
First National Trust Co 0.35% Add +3.4% 212,428 $9.2M
Cresset Asset Management, LLC 0.04% Reduce -20.9% 211,538 $9.1M
Crestline Management, L.P. 0.31% New 203,309 $8.8M
USS Investment Management Ltd 0.06% Reduce -56.3% 200,969 $8.7M
Sheaff Brock Investment Advisors, LLC 0.76% Reduce -1.5% 200,195 $8.7M
Rowlandmiller & Partners.adv 1.80% Reduce -1.1% 198,404 $8.6M
Intact Investment Management Inc. 0.30% Reduce -3.3% 198,200 $8.6M
Benjamin Edwards Inc. 0.12% Add +14.6% 198,083 $8.6M
New York Life Investment Management LLC 0.08% Reduce -0.5% 197,281 $8.6M
1834 Investment Advisors Co. 1.08% Reduce -5.7% 195,897 $8.5M
Cardinal Capital Management 1.33% Add +0.0% 195,344 $8.5M
Police & Firemen's Retirement System of New Jersey 0.08% — 193,949 $8.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.09% Add +6.4% 193,301 $8.4M
Engineers Gate Manager LP 0.15% Add +7.2% 193,157 $8.4M
Logan Capital Management Inc. 0.35% Add +0.7% 190,384 $8.3M
Kestra Advisory Services, LLC 0.04% Reduce -5.1% 187,177 $8.1M
Socorro Asset Management LP 3.33% No change 186,838 $8.1M
Canada Post Corp Registered Pension Plan 0.47% — 182,953 $7.9M
Boston Common Asset Management, LLC 0.23% Add +18.3% 182,813 $7.9M
Wealthfront Advisers LLC 0.02% Add +3.4% 182,798 $7.9M
O'shaughnessy Asset Management, LLC 0.07% Add +8.9% 182,704 $7.9M
Yousif Capital Management, LLC 0.09% Reduce -3.2% 182,446 $7.9M
Huber Capital Management LLC 1.57% Add +38.0% 181,464 $7.9M
M&T Bank Corp 0.03% Reduce -1.8% 181,174 $7.9M
Janus Henderson Group PLC 0.00% Add +1.7% 179,859 $7.8M
Diversified Trust Co. 0.19% Reduce -0.3% 179,136 $7.8M
Public Employees Retirement Association of Colorado 0.03% Reduce -2.3% 178,926 $7.8M
Schonfeld Strategic Advisors LLC 0.05% Reduce -18.9% 177,800 $7.7M
Mercer Global Advisors Inc. 0.02% Add +6.8% 176,931 $7.7M
NTV Asset Management LLC 1.01% Reduce -7.8% 176,676 $7.7M
Ibex Wealth Advisors 0.90% Add +842.2% 175,781 $7.6M
Daiwa Securities Group Inc. 0.03% Add +7.4% 175,396 $7.6M
CIBC Private Wealth Group LLC 0.01% Add +9.2% 170,711 $7.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -11.2% 172,033 $7.5M
Cyndeo Wealth Partners, LLC 0.50% Add +3.4% 171,595 $7.4M
UMB Bank, n.a. 0.12% Add +796.1% 171,272 $7.4M
B. Metzler seel. Sohn & Co. AG 0.08% Reduce -37.4% 170,488 $7.4M
Alpha Omega Wealth Management LLC 1.40% Reduce -0.6% 170,352 $7.4M
QRG Capital Management, Inc. 0.08% Add +1.2% 170,143 $7.4M
Highland Capital Management, LLC 0.42% Reduce -4.2% 169,820 $7.4M
Thrivent Financial for Lutherans 0.01% Add +105.0% 168,585 $7.3M
LBP Am SA 0.10% Add +500.8% 166,951 $7.2M
Towne Trust Company, N.A 2.53% Reduce -2.5% 166,484 $7.2M
Pathstone Holdings, LLC 0.03% Reduce -0.6% 165,836 $7.2M
Trexquant Investment LP 0.08% Reduce -0.6% 165,229 $7.2M
Maltese Capital Management LLC 1.11% Add +35.6% 165,000 $7.2M
Argent Trust Co 0.29% Add +3.0% 164,019 $7.1M
Capital Fund Management S.A. 0.07% New 163,963 $7.1M
Ethic Inc. 0.14% Reduce -3.3% 162,603 $7.1M
Nissay Asset Management Corp. /Japan 0.04% Add +0.9% 161,096 $7.0M
Los Angeles Capital Management LLC 0.03% Reduce -4.1% 160,647 $7.0M
NewEdge Advisors, LLC 0.04% Add +1.6% 160,088 $6.9M
Continental Advisors LLC 5.26% Reduce -10.6% 159,650 $6.9M
Mutual of America Capital Management LLC 0.07% Reduce -3.6% 159,038 $6.9M
Reliant Investment Partners, LLC 6.10% — 158,599 $6.9M
Avantax Advisory Services, Inc. 0.04% Add +11.1% 158,410 $6.9M
Atom Investors LP 0.85% Add +81.6% 157,037 $6.8M
Zions Bancorporation, N.A. 0.43% Add +9.8% 156,174 $6.8M
Kingsview Wealth Management, LLC 0.13% Add +0.6% 155,289 $6.7M
AMG National Trust Bank 0.18% Add +0.0% 154,640 $6.7M
Cullinan Associates Inc. 0.43% Add +0.1% 153,037 $6.6M
&partners 0.08% Add +34.9% 150,348 $6.6M
Montag A & Associates Inc. 0.31% Reduce -1.8% 152,113 $6.6M
Advisory Services Network, LLC 0.12% Reduce -15.8% 151,427 $6.6M
Dakota Wealth Management 0.15% Add +0.9% 151,371 $6.6M
State of Alaska, Department of Revenue 0.07% Reduce -2.7% 151,383 $6.6M
Linscomb Wealth, Inc. 0.32% Add +0.0% 149,212 $6.5M
Davis Selected Advisers 0.04% Add +5.9% 145,379 $6.3M
Focus Partners Wealth 0.02% Reduce -2.3% 142,923 $6.2M
Jamison Private Wealth Management, Inc. 0.91% Add +5.9% 142,516 $6.2M
Parcion Private Wealth LLC 0.47% Add +0.1% 141,901 $6.2M
Associated Banc-Corp 0.18% Add +0.3% 141,453 $6.1M
Choreo, LLC 0.09% Reduce -20.4% 141,170 $6.1M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +31.9% 135,803 $5.9M
Vinva Investment Management Ltd 0.22% Reduce -12.1% 135,771 $5.9M
Dana Investment Advisors, Inc. 0.19% Add +2.5% 135,669 $5.9M
Oppenheimer & Co. Inc. 0.09% Add +1.6% 135,290 $5.9M
Harvest Portfolios Group Inc. 0.20% Reduce -0.3% 135,149 $5.9M
Atria Investments, Inc 0.07% Add +4.3% 133,770 $5.8M
Concurrent Investment Advisors, LLC 0.16% Reduce -0.8% 132,300 $5.7M
Elo Mutual Pension Insurance Co 0.12% Reduce -5.7% 131,880 $5.7M
Baugh & Associates, LLC 2.94% Add +0.1% 135,537 $5.7M
Stephens Inc. 0.08% Reduce -2.2% 130,053 $5.6M
Pacer Advisors, Inc. 0.01% Add +30.1% 129,788 $5.6M
Magnetar Financial LLC 0.15% Add +4.0% 129,601 $5.6M
Shelton Capital Management 0.14% Reduce -0.9% 128,555 $5.6M
Arkadios Wealth Advisors 0.30% Add +14.0% 126,549 $5.5M
Cornerstone Wealth Group, LLC 0.45% Add +3.3% 126,063 $5.5M
Mizuho Securities USA LLC 0.10% Add +44.9% 125,819 $5.5M
Ossiam 0.09% Add +179.0% 124,962 $5.4M
Chesley Taft & Associates LLC 0.25% No change 124,531 $5.4M
Whitener Capital Management, Inc. 1.50% Reduce -11.8% 123,380 $5.4M
Loudon Investment Management, LLC 3.03% Reduce -0.5% 122,827 $5.3M
United Capital Management of KS, Inc. 0.96% Add +10.0% 122,239 $5.3M
Vanguard Personalized Indexing Management, LLC 0.08% Add +3.7% 121,905 $5.3M
Mackenzie Financial Corp. 0.01% Add +5.0% 120,535 $5.2M
Fifth Third Bancorp 0.02% Reduce -4.2% 119,961 $5.2M
HB Wealth Management, LLC 0.05% Add +14.3% 119,468 $5.2M
Bridge Creek Capital Management LLC 1.56% Reduce -2.3% 116,988 $5.1M
Wellington Management Group LLP 0.00% Reduce -56.3% 116,847 $5.1M
Freemont Management S.A. 2.49% Add +100.0% 116,800 $5.1M
Ieq Capital, LLC 0.05% Add +97.9% 116,070 $5.0M
Oregon Public Employees Retirement Fund 0.09% Reduce -0.7% 113,805 $4.9M
Griffin Asset Management, Inc. 0.56% Add +0.0% 110,802 $4.8M
Patten & Patten Inc. 0.31% Reduce -6.8% 109,658 $4.8M
Mizuho Markets Americas LLC 0.09% New 109,000 $4.7M
LaFleur & Godfrey LLC 0.64% Add +4.5% 108,168 $4.7M
First Citizens Bank & Trust Co. 0.09% Reduce -4.3% 107,182 $4.6M
Nordea Investment Management AB 0.00% Reduce -96.3% 106,810 $4.6M
Kempner Capital Management Inc. 2.54% Reduce -15.0% 106,692 $4.6M
Sompo Asset Management Co., Ltd. 0.78% Add +65.9% 106,485 $4.6M
Allianz Asset Management GmbH 0.01% Reduce -16.8% 105,678 $4.6M
Sterling Investment Advisors, Ltd. 1.10% Reduce -5.5% 104,964 $4.6M
L & S Advisors Inc 0.56% Add +36.1% 104,399 $4.5M
Gulf International Bank (UK) Ltd 0.11% Reduce -1.0% 104,259 $4.5M
Griffith & Werner, Inc. 2.97% — 103,673 $4.5M
Neo Ivy Capital Management 0.90% Add +204.7% 103,410 $4.5M
Empowered Funds, LLC 0.07% Reduce -48.0% 102,977 $4.5M
Federation des caisses Desjardins du Quebec 0.02% Add +2.9% 102,235 $4.4M
Asio Capital, LLC 0.84% Reduce -2.3% 102,152 $4.4M
Townsquare Capital LLC 0.05% Add +11.0% 101,017 $4.4M
Avanza Fonder AB 0.13% — 100,894 $4.4M
Csenge Advisory Group 0.24% Reduce -11.2% 100,772 $4.4M
Orion Porfolio Solutions, LLC 0.04% Add +2.8% 99,943 $4.3M
Orion Portfolio Solutions, LLC 0.04% Add +2.8% 99,943 $4.3M
Proquility Private Wealth Partners, LLC 1.39% Reduce -1.0% 99,708 $4.3M
Teachers Retirement System of the State of Kentucky 0.04% Reduce -0.9% 99,307 $4.3M
Envestnet Portfolio Solutions, Inc. 0.01% Add +2.6% 98,896 $4.3M
Quantinno Capital Management LP 0.04% Add +34.9% 98,013 $4.3M
Colonial Trust Advisors 0.38% Reduce -15.0% 97,767 $4.2M
Fiduciary Alliance LLC 0.43% Add +8.4% 97,618 $4.2M
Hedeker Wealth, LLC 1.05% Add +0.7% 97,477 $4.2M
XML Financial, LLC 0.39% Reduce -1.9% 97,477 $4.2M
New Age Alpha Advisors, LLC 0.17% New 97,172 $4.2M
Commerce Bank 0.03% Reduce -4.4% 97,043 $4.2M
Abn Amro Investment Solutions 0.08% Add +19.9% 95,134 $4.1M
Keybank National Association 0.02% Reduce -5.3% 93,994 $4.1M
Semmax Financial Advisors Inc. 1.07% Add +0.5% 86,672 $4.0M
D. E. Shaw & Co. 0.00% Reduce -49.2% 92,697 $4.0M
Kentucky Retirement Systems 0.12% Reduce -1.4% 92,024 $4.0M
Wesbanco Bank Inc. 0.14% Reduce -6.1% 91,865 $4.0M
Assetmark, Inc. 0.01% Add +97.1% 91,833 $4.0M
Equitable Trust Co. 0.22% Reduce -5.9% 91,471 $4.0M
Clearstead Advisors, LLC 0.06% Reduce -0.8% 90,899 $3.9M
PGGM Investments 0.05% Add +1800.7% 90,017 $3.9M
Iowa State Bank 0.81% Reduce -1.2% 89,799 $3.9M
Advisors Asset Management, Inc. 0.07% Reduce -6.1% 89,156 $3.9M
Wealth Group, Ltd. 2.49% Reduce -0.5% 88,606 $3.8M
Morningstar Investment Services LLC 0.35% Reduce -89.2% 88,299 $3.8M
Signature Wealth Management Group 1.54% Add +0.8% 88,156 $3.8M
Verdence Capital Advisors LLC 0.30% Reduce -1.3% 87,147 $3.8M
Pinnacle Financial Partners Inc 0.08% Add +26.2% 86,646 $3.8M
Tower Research Capital LLC (TRC) 0.07% Add +62.4% 86,551 $3.8M
Robeco Institutional Asset Management B.V. 0.01% Reduce -6.7% 86,478 $3.8M
Am Investment Strategies LLC 0.90% Reduce -2.6% 85,520 $3.7M
First Eagle Investment Management, LLC 0.01% Add +257.1% 85,143 $3.7M
Private Advisor Group, LLC 0.02% Add +6.4% 84,554 $3.7M
Bragg Financial Advisors, Inc 0.15% Reduce -0.7% 83,387 $3.6M
Sandy Spring Bank 0.15% Reduce -0.0% 83,129 $3.6M
Community Bank, N.A. 0.46% Reduce -7.8% 82,725 $3.6M
NEOS Investment Management LLC 0.08% Add +31.7% 82,371 $3.6M
Inspire Trust Co, N.A. 0.91% Add +9.3% 82,000 $3.6M
Hartford Investment Management Co. 0.12% Reduce -2.7% 81,944 $3.6M
Global Wealth Management Investment Advisory, Inc. 0.73% Add +4.8% 81,823 $3.5M
StoneX Group Inc. 0.19% Add +19.4% 81,349 $3.5M
Kestra Private Wealth Services, LLC 0.06% Add +6.2% 81,324 $3.5M
Pettyjohn, Wood & White, Inc. 0.64% Add +5.4% 81,082 $3.5M
Axxcess Wealth Management, LLC 0.09% Add +4.3% 81,065 $3.5M
Wellington Shields Capital Management, LLC 0.62% Add +3.4% 81,037 $3.5M
Hengehold Capital Management LLC 0.33% Add +1.1% 80,838 $3.5M
Woodline Partners LP 0.02% New 79,723 $3.5M
Teacher Retirement System of Texas 0.01% Add +781.7% 78,989 $3.4M
Investment Management Corp of Ontario 0.11% Add +77.1% 78,670 $3.4M
SteelPeak Wealth, LLC 0.14% Reduce -17.7% 78,334 $3.4M
Waverly Advisors, LLC 0.05% Add +9.1% 78,194 $3.4M
Commonwealth Retirement Investments LLC 1.39% Reduce -0.4% 77,986 $3.4M
Thomasville National Bank 0.24% Reduce -7.4% 76,526 $3.3M
Jump Financial, LLC 0.07% Add +1141.4% 76,083 $3.3M
Anchor Investment Management, LLC 0.31% Reduce -1.4% 76,023 $3.3M
TD Private Client Wealth LLC 0.09% Reduce -1.8% 75,985 $3.3M
United Bank 1.39% Add +3.9% 75,782 $3.3M
Sandhill Capital Partners LLC 0.26% Add +0.2% 75,668 $3.3M
Savant Capital, LLC 0.03% Add +22.3% 73,966 $3.2M
Van Eck Associates Corp. 0.00% Reduce -8.2% 73,895 $3.2M
Alaska Permanent Fund Corp 0.05% No change 73,805 $3.2M
Colonial Trust Co / SC 0.47% Add +13.0% 73,413 $3.2M
Legacy CG, LLC 0.97% New 73,074 $3.2M
Drucker Wealth 3.0, LLC 0.73% Reduce -0.7% 72,783 $3.2M
Salzhauer Michael 1.60% Add +0.1% 72,242 $3.1M
Louisiana State Employees Retirement System 0.06% Reduce -5.3% 71,400 $3.1M
Securian Asset Management, Inc. 0.09% Reduce -3.7% 71,348 $3.1M
Maryland State Retirement & Pension System 0.07% Reduce -6.5% 71,282 $3.1M
Edmp, Inc. 2.93% Reduce -0.2% 71,162 $3.1M
Novare Capital Management LLC 0.26% Reduce -76.3% 70,810 $3.1M
Concord Wealth Partners 0.50% Add +279.4% 70,122 $3.0M
HAP Trading, LLC 1.00% Reduce -9.1% 68,827 $3.0M
Moloney Securities Asset Management, LLC 0.40% Reduce -4.0% 68,137 $3.0M
Foster Victor Wealth Advisors, LLC 0.23% Add +0.0% 61,973 $3.0M
Glass Wealth Management Co LLC 1.60% Add +9.5% 67,978 $2.9M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Add +24.4% 67,839 $2.9M
Wolverine Trading, LLC 0.07% Add +339.1% 67,789 $2.9M
Cary Street Partners Financial LLC 0.09% — 67,336 $2.9M
Camden National Bank 0.43% Reduce -1.7% 66,690 $2.9M
Moors & Cabot, Inc. 0.14% Reduce -2.5% 66,633 $2.9M
Groupe la Francaise 0.07% — 66,363 $2.9M
JT Stratford LLC 0.47% Reduce -5.8% 66,330 $2.9M
Venture Visionary Partners LLC 0.12% Add +11.3% 65,696 $2.8M
Principle Wealth Partners LLC 0.20% Reduce -2.9% 64,558 $2.8M
Allspring Global Investments Holdings, LLC 0.00% Reduce -16.7% 64,397 $2.8M
Peloton Wealth Strategists 1.15% Reduce -3.6% 64,300 $2.8M
Kavar Capital Partners Group, LLC 0.47% Reduce -3.2% 64,071 $2.8M
New Mexico Educational Retirement Board 0.09% Reduce -2.3% 63,888 $2.8M
MassMutual Private Wealth & Trust, FSB 0.08% Reduce -2.4% 63,827 $2.8M
Stock Yards Bank & Trust Co. 0.09% Reduce -12.3% 62,292 $2.7M
IMC-Chicago, LLC 0.07% New 61,937 $2.7M
Crossmark Global Holdings, Inc. 0.05% Reduce -9.9% 61,600 $2.7M
Fulton Bank, N.A. 0.10% Add +3.0% 61,183 $2.7M
Capital Investment Counsel, Inc 0.40% Reduce -1.2% 61,140 $2.7M
Norinchukin Bank, The 0.06% Add +9.4% 61,008 $2.6M
Motley Fool Asset Management LLC 0.14% Add +13.1% 60,980 $2.6M
E. Ohman J:or Asset Management AB 0.06% Add +15.5% 60,980 $2.6M
Stratos Wealth Partners, LTD. 0.04% Reduce -1.5% 60,498 $2.6M
Holderness Investments Co. 0.57% Reduce -0.1% 59,840 $2.6M
ING Groep NV 0.02% New 59,807 $2.6M
Lee Danner & Bass Inc. 0.20% Add +1.4% 59,149 $2.6M
First Bank & Trust 0.49% Reduce -0.1% 58,977 $2.6M
Nkcfo LLC 1.12% New 58,600 $2.5M
IFG Advisory, LLC 0.14% Add +44.7% 58,463 $2.5M
Prudential PLC 0.01% Add +55.4% 58,076 $2.5M
Gator Capital Management, LLC 0.95% No change 58,000 $2.5M
Lido Advisors, LLC 0.02% Add +32.7% 57,831 $2.5M
Nomura Holdings Inc. 0.01% New 56,845 $2.5M
Metis Global Partners, LLC 0.07% Add +4.5% 56,687 $2.5M
Triangle Securities Wealth Management 0.63% Reduce -2.9% 56,532 $2.5M
Teza Capital Management LLC 0.37% Add +291.0% 56,483 $2.5M
Dodge & Cox 0.00% Reduce -99.8% 56,346 $2.4M
Simmons Bank 0.18% Add +30.2% 56,334 $2.4M
BlueChip Wealth Advisors LLC 1.35% Reduce -6.1% 56,294 $2.4M
Hardin Capital Partners, LLC 1.47% Reduce -3.4% 56,115 $2.4M
Vident Advisory, LLC 0.04% Reduce -17.5% 56,043 $2.4M
Global Retirement Partners, LLC 0.07% Add +0.8% 56,019 $2.4M
Laurel Wealth Advisors LLC 0.38% Add +1.8% 55,838 $2.4M
Peregrine Asset Advisers, Inc. 0.89% New 55,776 $2.4M
OMERS ADMINISTRATION Corp 0.02% Add +20.2% 55,644 $2.4M
Rather & Kittrell, Inc. 0.57% Add +0.0% 55,426 $2.4M
Aquatic Capital Management LLC 0.06% Reduce -91.5% 54,834 $2.4M
Apollon Wealth Management, LLC 0.05% Add +10.9% 54,502 $2.4M
David Wealth Management LLC 1.94% — 54,270 $2.4M
Hancock Whitney Corp. 0.07% Add +8.8% 53,851 $2.3M
Huntington National Bank 0.02% Reduce -22.9% 53,752 $2.3M
Farmers National Bank 0.68% — 53,644 $2.3M
Atria Wealth Solutions, Inc. 0.03% Add +76.7% 53,450 $2.3M
Nicholas Hoffman & Company, LLC. 0.09% Reduce -4.0% 53,414 $2.3M
Bailard, Inc. 0.06% Add +12.1% 53,149 $2.3M
Heritage Trust Co 0.27% — 53,125 $2.3M
Caisse Des Depots Et Consignations 0.11% — 52,305 $2.3M
Graves Light Lenhart Wealth, Inc. 0.28% Reduce -0.5% 52,220 $2.3M
Carnegie Investment Counsel 0.07% Add +1.1% 52,203 $2.3M
Principal Securities, Inc. 0.05% Add +6.2% 51,899 $2.3M
Atlantic Union Bankshares Corp 0.13% Add +0.4% 51,621 $2.2M
Daiichi Life Insurance Co., Ltd. 0.06% No change 51,538 $2.2M
IVC Wealth Advisors LLC 1.24% Reduce -1.1% 51,273 $2.2M
Poehling Capital Management, INC. 0.55% Add +0.6% 51,201 $2.2M
Cwm, LLC 0.01% Add +6.8% 50,784 $2.2M
Thompson Siegel & Walmsley LLC 0.03% Add +0.0% 49,922 $2.2M
Culbertson A N & Co. Inc. 0.34% Add +5.9% 49,703 $2.2M
Walleye Capital LLC 0.02% Add +4.5% 49,472 $2.1M
King Luther Capital Management Corp. 0.01% Reduce -25.5% 49,177 $2.1M
Signaturefd, LLC 0.04% Reduce -2.8% 49,017 $2.1M
CWA Asset Management Group, LLC 0.11% Add +9.5% 49,000 $2.1M
Disciplined Equity Management, Inc. 1.37% No change 48,620 $2.1M
Pathway Financial Advisers, LLC 0.70% Add +0.2% 48,261 $2.1M
Caption Management, LLC 0.09% Add +66.7% 48,000 $2.1M
Praxis Investment Management Inc. 0.14% Reduce -32.1% 47,920 $2.1M
SeaCrest Wealth Management, LLC 0.22% Reduce -1.2% 47,174 $2.0M
First American Bank 0.14% Reduce -1.5% 46,674 $2.0M
ZWJ Investment Counsel Inc. 0.08% Reduce -0.9% 46,453 $2.0M
Argyle Capital Management, LLC 0.79% Add +5.6% 46,266 $2.0M
Marco Investment Management LLC 0.17% No change 46,256 $2.0M
Bridgefront Capital, LLC 0.68% Add +114.6% 46,216 $2.0M
Ostrum Asset Management 0.17% Add +31.4% 46,038 $2.0M
Arvest Bank Trust Division 0.12% Add +0.3% 45,994 $2.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -26.3% 45,621 $2.0M
Country Club Bank 0.13% Add +719.8% 45,499 $2.0M
Allworth Financial LP 0.01% Reduce -9.2% 41,926 $2.0M
Park Avenue Securities LLC 0.02% Add +39.3% 45,361 $2.0M
Tradewinds, LLC. 0.55% Reduce -6.7% 41,524 $2.0M
Prospera Financial Services Inc 0.05% Add +0.6% 45,159 $2.0M
Empirical Finance, LLC 0.11% Reduce -1.3% 45,104 $2.0M
Catherine Avery Investment Management LLC 1.73% — 45,091 $2.0M
Hills Bank & Trust Co 0.15% Add +1.9% 45,015 $2.0M
Trust Co. of Toledo NA 0.26% Add +0.1% 44,910 $1.9M
Intech Investment Management LLC 0.02% Add +131.6% 44,906 $1.9M
Financiere des Professionnels - Fonds d'investissement inc. 0.14% Reduce -65.5% 44,775 $1.9M
Fearless Solutions, LLC dba Best Invest 1.46% — 44,032 $1.9M
Octavia Wealth Advisors, LLC 0.23% Reduce -4.5% 43,909 $1.9M
Ahl Investment Management, Inc. 1.33% Reduce -2.0% 43,894 $1.9M
GHP Investment Advisors, Inc. 0.09% Add +4.8% 43,733 $1.9M
Investors Research Corp 0.41% No change 43,171 $1.9M
Marotta Asset Management 0.38% Add +0.2% 42,297 $1.8M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -0.7% 42,150 $1.8M
CW Advisors, LLC 0.03% Reduce -2.0% 42,031 $1.8M
Weiss Asset Management LP 0.06% New 41,557 $1.8M
United Capital Financial Advisors, LLC 0.02% Reduce -6.3% 41,553 $1.8M
Foundations Investment Advisors, LLC 0.03% Add +29.7% 41,381 $1.8M
Abundance Wealth Counselors 0.39% Add +1.6% 41,387 $1.8M
Argent Advisors, Inc. 0.66% Reduce -0.1% 41,188 $1.8M
one8zero8, LLC 0.39% — 41,153 $1.8M
Level Four Advisory Services, LLC 0.07% Add +0.9% 41,114 $1.8M
Inceptionr LLC 0.39% Add +85.6% 40,763 $1.8M
Mgo One Seven LLC 0.07% Add +4.0% 40,496 $1.8M
Heritage Wealth Advisors 0.09% Reduce -1.6% 40,259 $1.7M
Allstate Corp. 0.05% New 40,245 $1.7M
Cornercap Investment Counsel Inc. 0.56% Reduce -3.2% 40,194 $1.7M
Kentucky Trust Co 1.02% — 40,145 $1.7M
Diamant Asset Management, Inc. 1.10% Add +9.3% 39,821 $1.7M
Legacy Financial Advisors, Inc. 0.28% Reduce -53.7% 39,739 $1.7M
Glenmede Trust Co. NA 0.01% Reduce -12.4% 39,585 $1.7M
Capital Investment Advisors, LLC 0.03% Add +1.7% 39,413 $1.7M
KMG Fiduciary Partners, LLC 0.14% New 39,385 $1.7M
Point72 Asia (Singapore) Pte. Ltd. 0.45% New 39,232 $1.7M
Independence Bank of Kentucky 0.26% Add +9.9% 39,168 $1.7M
Icon Advisers Inc. 0.39% No change 39,100 $1.7M
Ballast, Inc. 0.48% Reduce -5.0% 39,058 $1.7M
Merit Financial Group, LLC 0.03% Add +185.1% 39,001 $1.7M
Crews Bank & Trust 0.28% — 38,656 $1.7M
Kintegral Advisory, LLC 0.16% Reduce -4.5% 38,486 $1.7M
Caprock Group, LLC 0.05% Reduce -1.1% 38,397 $1.7M
Blue Trust, Inc. 0.02% Add +10.6% 38,283 $1.7M
Marietta Investment Partners LLC 0.36% Add +75.1% 38,078 $1.7M
Northstar Advisory Group, LLC 0.84% Add +13.7% 38,039 $1.7M
Norris Financial Group, LLC 0.77% Reduce -2.5% 37,964 $1.6M
Mutual Advisors, LLC 0.05% Add +16.3% 36,483 $1.6M
Bleakley Financial Group, LLC 0.05% Add +2.7% 37,734 $1.6M
Neville Rodie & Shaw Inc. 0.12% Add +17.9% 37,468 $1.6M
Cordgrass Capital Advisors, LLC 0.47% Reduce -3.2% 37,431 $1.6M
Stonebridge Capital Advisors LLC 0.13% Reduce -19.1% 36,998 $1.6M
Tokio Marine Asset Management Co. Ltd. 0.06% Add +3.4% 36,844 $1.6M
Physicians Financial Services, Inc. 0.48% Add +0.8% 36,785 $1.6M
J. Safra Sarasin Holding AG 0.03% Reduce -11.5% 36,781 $1.6M
Wealth Alliance, LLC 0.19% Reduce -2.3% 36,713 $1.6M
St. Johns Investment Management Company, LLC 0.74% Reduce -0.8% 36,614 $1.6M
Citizens & Northern Corp. 0.43% Add +2.5% 36,575 $1.6M
Twin City Private Wealth, LLC 1.40% Add +2.3% 36,476 $1.6M
Jacobi Capital Management LLC 0.12% Add +1.3% 36,315 $1.6M
Berkeley Capital Partners, LLC 0.44% Reduce -1.3% 36,185 $1.6M
Financial Partners Group, LLC 0.64% Reduce -1.8% 35,365 $1.5M
HF Advisory Group, LLC 0.70% Add +50.5% 35,117 $1.5M
Mindset Wealth Management, LLC 0.56% Reduce -4.7% 35,110 $1.5M
Sequoia Financial Advisors, LLC 0.01% Add +1.8% 35,097 $1.5M
Beacon Pointe Advisors, LLC 0.02% Add +134.5% 35,089 $1.5M
Raleigh Capital Management Inc. 0.59% Reduce -2.6% 35,062 $1.5M
Bray Capital Advisors 0.41% Reduce -3.3% 34,929 $1.5M
Arvest Investments, Inc. 0.24% Reduce -6.2% 34,739 $1.5M
OneDigital Investment Advisors LLC 0.02% Add +2.1% 33,906 $1.5M
Blair William & Co. 0.00% Reduce -3.6% 33,777 $1.5M
Wealthspire Advisors, LLC 0.01% Add +28.8% 33,603 $1.5M
Eagle Bluffs Wealth Management LLC 0.78% Reduce -5.0% 33,442 $1.5M
New England Research & Management, Inc. 0.73% Reduce -0.3% 33,128 $1.4M
Argentarii, LLC 0.72% — 32,892 $1.4M
AIA Group Ltd 0.03% Reduce -44.6% 32,629 $1.4M
Bayview Asset Management, LLC 1.84% Add +116.7% 32,500 $1.4M
Symphony Financial, Ltd. Co. 0.22% Add +6.6% 30,085 $1.4M
Hennion & Walsh Asset Management, Inc. 0.06% Add +150.2% 32,175 $1.4M
Trust Co. of Vermont 0.07% Reduce -2.1% 32,081 $1.4M
Congress Asset Management Co. 0.01% New 31,966 $1.4M
Arcus Capital Partners, LLC 0.44% Reduce -3.3% 35,526 $1.4M
Applied Capital LLC 1.08% Reduce -0.4% 31,557 $1.4M
River Wealth Advisors LLC 0.18% Reduce -10.1% 31,556 $1.4M
Cubist Systematic Strategies, LLC 0.02% Reduce -95.8% 31,417 $1.4M
Aptus Capital Advisors, LLC 0.02% Add +27.2% 31,260 $1.4M
D.A. Davidson & Co. 0.01% Add +14.4% 31,200 $1.4M
Patten Group, Inc. 0.30% Reduce -15.1% 30,802 $1.3M
Canandaigua National Bank & Trust Co. 0.13% Reduce -3.2% 30,655 $1.3M
Davis Investment Partners, LLC 0.56% Add +0.1% 31,080 $1.3M
United Services Automobile Association 0.04% No change 30,600 $1.3M
Tidal Investments LLC 0.01% Reduce -51.3% 30,575 $1.3M
Taylor Financial Group, Inc. 0.92% No change 30,508 $1.3M
Group One Trading LLC 0.04% New 30,290 $1.3M
Paradigm Capital Management, LLC 1.24% Add +0.2% 30,245 $1.3M
HighPoint Advisor Group LLC 0.07% Add +11.6% 27,673 $1.3M
Patton Albertson Miller Group, LLC 0.17% Add +8.6% 30,104 $1.3M
MUFG Securities EMEA plc 0.02% New 30,099 $1.3M
Allen Mooney & Barnes Investment Advisors LLC 0.22% Reduce -2.6% 29,985 $1.3M
Voya Financial Advisors, Inc. 0.14% Add +1.1% 29,744 $1.3M
Brooks, Moore & Associates, Inc. 0.76% Reduce -1.6% 29,726 $1.3M
GTS Securities LLC 0.06% Add +26.7% 29,594 $1.3M
MCF Advisors LLC 0.09% Add +0.3% 29,451 $1.3M
Frank, Rimerman Advisors LLC 0.09% Add +3.9% 29,448 $1.3M
BHK Investment Advisors, LLC 0.48% Add +1.5% 29,367 $1.3M
Bahl & Gaynor LLC 0.01% Reduce -16.5% 29,296 $1.3M
PBMares Wealth Management LLC 0.26% Add +0.8% 29,270 $1.3M
Lecap Asset Management Ltd. 0.34% Add +2.7% 28,912 $1.3M
BCS Wealth Management 0.31% Reduce -4.8% 28,776 $1.2M
Sierra Summit Advisors LLC 0.25% New 28,404 $1.2M
Meeder Advisory Services, Inc. 0.08% Add +1.0% 28,385 $1.2M
Nicolet Bankshares Inc. 0.24% Reduce -5.8% 28,212 $1.2M
Sound View Wealth Advisors Group, LLC 0.10% Add +3.3% 28,126 $1.2M
Concourse Financial Group Securities, Inc. 0.07% Add +49.7% 25,919 $1.2M
Oddo BHF Asset Management Sas 0.06% Add +22.2% 28,013 $1.2M
Ally Financial Inc. 0.15% No change 28,000 $1.2M
Integrated Wealth Concepts LLC 0.01% Reduce -18.9% 27,966 $1.2M
Quadcap Wealth Management, LLC 0.18% Reduce -13.3% 27,865 $1.2M
AssuredPartners Investment Advisors, LLC 0.24% — 27,799 $1.2M
Gotham Asset Management 0.01% Reduce -0.1% 27,771 $1.2M
New Century Financial Group, LLC 0.51% Reduce -1.0% 27,096 $1.2M
V-Square Quantitative Management LLC 0.17% Reduce -3.8% 27,510 $1.2M
BankPlus Trust Department 0.39% — 27,465 $1.2M
Dividend Assets Capital, LLC 0.23% Add +0.0% 27,376 $1.2M
Hodges Capital Management Inc. 0.07% Add +68.1% 27,367 $1.2M
International Assets Investment Management, LLC 0.10% New 27,321 $1.2M
XTX Topco Ltd 0.10% Reduce -53.8% 27,270 $1.2M
William B. Walkup & Associates, Inc. 0.75% Reduce -0.8% 27,224 $1.2M
Founders Financial Alliance, LLC 0.32% Reduce -0.4% 27,151 $1.2M
United Bank 0.14% No change 27,000 $1.2M
Hennessy Advisors Inc. 0.03% Add +22.7% 27,000 $1.2M
Welch & Forbes LLC 0.01% Reduce -3.5% 26,845 $1.2M
Commerzbank Aktiengesellschaft 0.03% Add +24.1% 26,806 $1.2M
Ballentine Partners, LLC 0.02% Add +1.6% 26,804 $1.2M
Trust Co of the South 0.24% Add +7.4% 26,747 $1.2M
Linden Thomas Advisory Services, LLC 0.15% Reduce -1.0% 26,445 $1.1M
Infrastructure Capital Advisors, LLC 0.19% Add +4.8% 26,409 $1.1M
Profund Advisors LLC 0.04% Reduce -1.4% 26,382 $1.1M
Ted Buchan & Co 0.54% Add +25.1% 25,929 $1.1M
Maxi Investments CY Ltd 0.22% New 26,100 $1.1M
Lowe Brockenbrough & Co. Inc. 0.07% Reduce -9.6% 26,081 $1.1M
Fort Sheridan Advisors LLC 0.17% Add +25.3% 26,060 $1.1M
GAMMA Investing LLC 0.10% Add +7.1% 26,040 $1.1M
Vestcor Inc 0.04% Reduce -0.1% 25,967 $1.1M
Smith Chas P & Associates Pa Cpas 0.06% Reduce -4.8% 25,929 $1.1M
RBF Capital, LLC 0.06% No change 25,900 $1.1M
Impax Asset Management Group plc 0.01% Reduce -1.2% 25,681 $1.1M
WealthShield Partners, LLC 0.16% Reduce -4.2% 25,609 $1.1M
Comprehensive Financial Consultants Institutional, Inc. 0.40% Reduce -4.0% 25,413 $1.1M
Northwest Bank & Trust Co 0.81% Reduce -3.6% 22,877 $1.1M
Badgley Phelps Wealth Managers, LLC 0.03% No change 25,099 $1.1M
Tandem Investment Advisors, Inc. 0.04% Reduce -27.1% 25,008 $1.1M
Machina Capital S.A.S. 0.46% New 25,008 $1.1M
MADDEN SECURITIES Corp 0.43% Reduce -2.4% 24,900 $1.1M
Bank Ozk 0.45% Reduce -16.2% 24,892 $1.1M
Voleon Capital Management LP 0.08% — 24,754 $1.1M
Maven Securities LTD 0.17% Reduce -3.8% 24,709 $1.1M
World Investment Advisors 0.03% Add +70.5% 24,691 $1.1M
Bridges Investment Management Inc. 0.01% Reduce -0.4% 24,681 $1.1M
Hilltop Holdings Inc. 0.07% Add +0.9% 24,644 $1.1M
Cibc World Market Inc. 0.00% Reduce -25.9% 24,642 $1.1M
Horizon Investments, LLC 0.03% Add +1.8% 24,606 $1.1M
Greenwood Capital Associates LLC 0.14% Add +4.6% 24,538 $1.1M
Snowden Capital Advisors LLC 0.03% Reduce -4.4% 24,428 $1.1M
Great Lakes Retirement, Inc. 0.14% Reduce -1.6% 24,293 $1.1M
Old North State Trust, LLC 0.67% Reduce -4.6% 24,235 $1.1M
J.W. Cole Advisors, Inc. 0.04% Reduce -12.2% 24,205 $1.0M
Ingalls & Snyder LLC 0.04% Reduce -72.5% 24,058 $1.0M
Spire Wealth Management 0.03% Reduce -3.1% 23,885 $1.0M
Burke & Herbert Bank & Trust Co. 0.25% No change 23,873 $1.0M
Tiaa Trust, National Association 0.00% Add +1.2% 23,822 $1.0M
Certified Advisory Corp 0.11% Add +0.0% 23,746 $1.0M
Brighton Jones LLC 0.03% Add +148.5% 23,581 $1.0M
Financial Security Advisor, Inc. 0.25% Reduce -0.0% 23,120 $1.0M
Provident Investment Management, Inc. 0.10% Add +13.8% 22,955 $996K
RFG Advisory, LLC 0.03% Reduce -4.3% 22,954 $996K
GMO 0.00% Add +17.8% 22,952 $996K
Widmann Financial Services, Inc. 0.77% Reduce -0.3% 22,951 $996K
Weaver C. Barksdale & Associates, Inc. 0.95% Reduce -2.5% 22,933 $996K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -0.6% 22,816 $990K
Huntleigh Advisors, Inc. 0.21% — 22,715 $985K
Moody National Bank Trust Division 0.10% Reduce -3.0% 22,709 $985K
SVB Wealth LLC 0.02% New 22,687 $984K
KG Capital Management 0.32% Reduce -1.3% 22,629 $982K
Bank & Trust Co 0.81% Reduce -1.4% 22,299 $967K
Monument Capital Management 0.27% No change 22,280 $967K
AXA S.A. 0.00% Reduce -80.5% 22,189 $963K
Marino, Stram & Associates LLC 0.21% Add +0.3% 22,109 $959K
Fifth Third Wealth Advisors LLC 0.05% Add +44.6% 22,104 $959K
EPG Wealth Management LLC 0.25% Reduce -0.9% 22,075 $958K
Salomon & Ludwin, LLC 0.10% Reduce -8.0% 22,030 $956K
Mufg Securities Americas Inc. 0.13% — 21,993 $954K
Laird Norton Wetherby Wealth Management, LLC 0.05% Reduce -2.3% 21,888 $950K
NewEdge Wealth, LLC 0.02% Add +15.3% 21,863 $948K
Meridian Wealth Management, LLC 0.04% Add +0.5% 21,838 $947K
Wealth Advisors of Tampa Bay, LLC 0.41% Reduce -2.0% 21,815 $946K
Driehaus Capital Management LLC 0.01% Add +42.4% 21,719 $942K
Oakworth Capital, Inc. 0.06% Reduce -0.9% 21,536 $934K
Staley Capital Advisers Inc. 0.04% No change 21,500 $933K
Glenview Trust Co 0.02% Reduce -18.4% 21,436 $930K
Coldstream Capital Management Inc. 0.02% Add +2.9% 21,355 $926K
SouthState Bank Corp 0.06% Reduce -0.3% 21,282 $923K
Siemens Fonds Invest GmbH 0.10% Add +6.8% 21,260 $922K
Applied Finance Capital Management, LLC 0.04% Add +4.7% 21,188 $919K
Keystone Financial Group, Inc. 0.74% — 21,133 $917K
Vontobel Holding Ltd. 0.00% Reduce -5.6% 21,070 $914K
Capital Asset Advisory Services LLC 0.04% Add +0.0% 20,726 $914K
Compass Ion Advisors, LLC 0.11% Reduce -53.7% 21,008 $911K
PARK CIRCLE Co 0.83% No change 20,930 $908K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -52.6% 20,760 $901K
Lebenthal Global Advisors, LLC 0.16% Add +4.1% 20,714 $899K
Leavell Investment Management, Inc. 0.04% Add +4.5% 20,650 $896K
Sigma Planning Corp 0.03% Add +0.8% 20,624 $895K
Cornerstone Advisors, LLC 0.04% No change 20,600 $894K
Ascent Group, LLC 0.07% Add +318.4% 20,578 $893K
Meitav Investment House Ltd. 0.01% Add +15.5% 20,554 $892K
Lansforsakringar Fondforvaltning AB (publ) 0.00% — 20,546 $891K
Cornerstone Advisory, LLC 0.10% Reduce -3.9% 19,030 $891K
NewSquare Capital LLC 0.07% Add +0.4% 20,532 $891K
BIP Wealth, LLC 0.06% Add +142.2% 20,525 $890K
Plimoth Trust Co. LLC 0.23% Reduce -3.2% 20,517 $890K
Carson Advisory Inc. 0.61% Reduce -0.2% 20,294 $880K
Legacy Capital Wealth Partners, LLC 0.21% Reduce -52.4% 20,003 $868K
Jefferies Financial Group Inc. 0.01% New 20,000 $868K
Canandaigua National Trust Co of Florida 0.68% No change 19,951 $865K
Smartleaf Asset Management LLC 0.09% Add +9.5% 19,943 $865K
Brown Brothers Harriman & Co. 0.01% Reduce -2.0% 19,613 $851K
Gratus Wealth Advisors, LLC 0.14% Reduce -5.2% 19,529 $847K
Trust Investment Advisors 0.54% Reduce -22.2% 19,381 $841K
McKinley Carter Wealth Services, Inc. 0.05% Reduce -5.2% 19,352 $840K
RMR Wealth Builders 0.09% Add +1.7% 19,165 $831K
RFP Financial Group LLC 0.32% Reduce -21.4% 19,119 $829K
TCV Trust & Wealth Management, Inc. 0.08% Reduce -3.6% 19,091 $828K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -0.6% 19,064 $827K
Douglass Winthrop Advisors, LLC 0.02% No change 18,980 $823K
Todd Asset Management LLC 0.02% No change 18,927 $821K
Financial Advocates Investment Management 0.05% Reduce -0.9% 18,921 $821K
Forum Financial Management, LP 0.01% Add +81.7% 18,886 $819K
Cerro Pacific Wealth Advisors LLC 0.27% Add +5.1% 18,982 $812K
TCW Group Inc. 0.01% Add +2.6% 18,707 $812K
Gsa Capital Partners LLP 0.06% New 18,619 $808K
CSS LLC 0.15% No change 18,618 $808K
Financial Management Network Inc. 0.17% Add +0.2% 18,269 $806K
AlphaStar Capital Management, LLC 0.08% Reduce -7.0% 18,527 $804K
Invst, LLC 0.10% Add +0.5% 18,483 $802K
Pitcairn Co. 0.05% Add +1.1% 18,430 $799K
Valeo Financial Advisors, LLC 0.02% Reduce -8.7% 18,278 $793K
American Trust 0.06% Reduce -4.2% 18,147 $787K
First County Bank 0.44% Reduce -2.7% 18,121 $786K
Sheets Smith Wealth Management 0.10% Add +0.1% 18,065 $784K
Summit Trail Advisors, LLC 0.03% Add +18.4% 18,028 $782K
Eads & Heald Wealth Management 0.38% Add +28.0% 17,939 $778K
Nicolet Advisory Services, LLC 0.07% Add +3.8% 18,138 $776K
Intrua Financial, LLC 0.13% Reduce -18.9% 17,804 $772K
Ignite Planners, LLC 0.17% Add +1.4% 17,499 $772K
Pine Valley Investments Ltd Liability Co 0.05% Add +6.8% 17,727 $769K
Two Sigma Securities, LLC 0.14% New 17,690 $767K
Brady Family Wealth, LLC 0.23% No change 17,657 $766K
Elevated Capital Advisors, LLC 0.21% Reduce -2.1% 17,629 $765K
Capital Management Associates 0.90% Reduce -18.8% 17,607 $764K
Mayfair Advisory Group, LLC 0.45% Add +12.8% 17,597 $763K
Mangrove Partners Im, LLC 0.09% New 17,542 $761K
Gallagher Fiduciary Advisors, LLC 0.15% Add +8.7% 17,524 $760K
Oxford Asset Management LLP 0.34% New 17,322 $751K
AlTi Global, Inc. 0.02% Add +0.1% 15,772 $751K
Aspire Private Capital, LLC 0.19% Reduce -1.0% 17,300 $750K
Leisure Capital Management 0.29% Reduce -5.3% 17,208 $746K
Compound Planning, Inc. 0.04% Add +9.2% 17,120 $743K
First Horizon Advisors, Inc. 0.02% Reduce -1.6% 17,116 $743K
Strategic Advisors LLC 0.13% Add +9.6% 17,100 $742K
Eastover Investment Advisors LLC 0.35% Add +0.9% 17,074 $741K
Canal Capital Management, LLC 0.12% Add +0.4% 17,002 $738K
Insigneo Advisory Services, LLC 0.08% Reduce -3.1% 16,836 $730K
Rossmore Private Capital 0.09% No change 16,817 $730K
Venturi Wealth Management, LLC 0.04% Add +64.2% 16,799 $729K
Legacy Wealth Asset Management, LLC 0.20% Reduce -3.3% 16,752 $727K
OmniStar Financial Group, Inc. 0.58% Add +0.5% 16,722 $725K
Gabelli Funds LLC 0.01% Reduce -1.8% 16,700 $724K
Resources Management Corp. /CT/ 0.10% No change 16,600 $720K
Signature Estate & Investment Advisors LLC 0.02% Add +1.1% 16,592 $720K
Pines Wealth Management, LLC 0.31% — 16,778 $718K
Northwest & Ethical Investments L.P. 0.02% No change 16,500 $716K
Dudley Capital Management, LLC 0.36% No change 16,328 $708K
Woodard & Co. Asset Management Group Inc. 0.15% Reduce -1.8% 16,288 $707K
Beese Fulmer Investment Management, Inc. 0.06% Add +8.7% 16,278 $706K
Procyon Advisors, LLC 0.05% Reduce -3.3% 16,269 $706K
Fourpath Capital Management, LLC 0.13% Reduce -2.9% 16,261 $705K
Essex Financial Services, Inc. 0.05% Add +0.1% 16,157 $701K
Foster & Motley Inc. 0.05% Add +45.4% 16,051 $696K
Midland Wealth Advisors, LLC 0.04% Reduce -10.0% 16,023 $695K
Broyhill Asset Management, LLC 0.61% — 15,980 $693K
Inspirion Wealth Advisors, LLC 0.10% No change 15,700 $690K
Fee-Only Financial Planning, L.C. 0.45% Reduce -7.3% 15,886 $689K
FLC Capital Advisors 0.16% No change 15,849 $688K
Patriot Financial Group Insurance Agency, LLC 0.09% Add +5.0% 15,824 $686K
Penserra Capital Management LLC 0.01% Add +18.4% 15,873 $686K
Moisand Fitzgerald Tamayo, LLC 0.10% Reduce -6.6% 15,805 $686K
IHT Wealth Management, LLC 0.02% Add +2.2% 15,792 $685K
Trust Asset Management LLC 0.05% No change 15,787 $685K
Cullen/Frost Bankers, Inc. 0.01% Reduce -19.5% 15,675 $680K
Busey Bank 0.02% Reduce -4.6% 15,641 $679K
Atticus Wealth Management, LLC 0.21% No change 15,634 $678K
Morningstar Investment Management LLC 0.05% Reduce -66.9% 15,631 $678K
Virtu Financial LLC 0.04% New 15,564 $675K
Callan Family Office, LLC 0.04% New 15,488 $672K
Dover Advisors, LLC 0.38% Reduce -2.5% 15,453 $670K
City Holding Co. 0.09% No change 15,368 $667K
Fullerton Fund Management Co Ltd. 0.02% New 15,298 $664K
Wealth Quarterback LLC 0.31% Add +1.8% 15,287 $663K
Community Bank & Trust, Waco, Texas 0.15% Add +20.0% 15,286 $663K
Sumitomo Life Insurance Co. 0.01% Reduce -3.7% 15,240 $661K
Freedom Investment Management, Inc. 0.05% Add +16.5% 15,201 $659K
Delta Accumulation, LLC 4.09% Add +0.0% 15,339 $656K
First City Capital Management, Inc. 0.35% Add +3.6% 15,101 $655K
Live Oak Private Wealth LLC 0.11% Reduce -2.2% 15,075 $654K
Loomis Sayles & Co. L P 0.00% Reduce -11.7% 14,973 $650K
Evergreen Capital Management LLC 0.02% Add +0.9% 14,912 $647K
HM Payson & Co. 0.01% Reduce -0.0% 14,855 $644K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -70.0% 14,846 $644K
LVW Advisors, LLC 0.08% Reduce -29.7% 14,841 $644K
Gladstone Institutional Advisory LLC 0.03% Add +95.5% 14,731 $639K
Community Trust & Investment Co. 0.04% Reduce -25.2% 14,721 $639K
Thompson Investment Management, Inc. 0.09% Reduce -3.3% 14,676 $637K
Register Financial Advisors LLC 0.32% Add +0.3% 14,659 $636K
Citizens Financial Group Inc. 0.01% Add +53.3% 14,633 $635K
Panagora Asset Management Inc. 0.00% Reduce -0.0% 14,631 $635K
North Star Investment Management Corp. 0.04% Reduce -4.9% 14,629 $635K
Riverbend Wealth Management, LLC 0.57% — 14,624 $634K
Kingswood Wealth Advisors, LLC 0.05% Reduce -11.8% 14,590 $633K
Murphy, Middleton, Hinkle & Parker, Inc. 0.36% Reduce -0.7% 14,585 $633K
Montag & Caldwell, LLC 0.13% No change 14,562 $632K
Oak Hill Wealth Advisors, LLC 0.15% — 14,539 $631K
First Financial Group Corp 0.70% — 14,535 $631K
Silver Oak Securities, Incorporated 0.06% Add +10.1% 14,504 $629K
Par Capital Management Inc. 0.02% Add +45.0% 14,500 $629K
Alteri Wealth LLC 0.17% — 14,489 $629K
Farmers & Merchants Investments Inc. 0.02% Reduce -0.1% 14,485 $628K
PFG Investments, LLC 0.04% Add +3.6% 14,421 $626K
Icon Wealth Advisors, LLC 0.05% Reduce -13.9% 14,416 $625K
Strategic Blueprint, LLC 0.04% Reduce -2.4% 14,402 $625K
Farther Finance Advisors, LLC 0.02% Reduce -13.1% 14,376 $624K
Lazard Asset Management LLC 0.00% Add +101.1% 14,316 $620K
EP Wealth Advisors, LLC 0.01% Reduce -1.2% 14,246 $618K
Hoxton Planning & Management, LLC 0.24% Add +1.1% 14,226 $617K
Caxton Associates LP 0.02% Reduce -43.6% 14,144 $614K
YANKCOM Partnership 0.33% — 14,128 $613K
Whittier Trust Co. 0.01% Reduce -7.4% 14,108 $612K
Headlands Technologies LLC 0.06% Add +163.5% 14,099 $612K
Tower Bridge Advisors 0.07% Reduce -4.1% 14,090 $611K
Geneos Wealth Management Inc. 0.02% Add +3.2% 14,081 $611K
Centaurus Financial, Inc. 0.04% Reduce -13.0% 14,061 $610K
Premier Path Wealth Partners, LLC 0.09% Add +0.9% 14,033 $609K
Private Trust Co. NA 0.06% Reduce -18.2% 14,024 $608K
Prosperity Wealth Management, Inc. 0.25% No change 14,024 $608K
Centurion Wealth Management LLC 0.19% Add +3.9% 13,990 $607K
My Legacy Advisors, LLC 0.24% Add +16.2% 13,361 $606K
Naples Global Advisors, LLC 0.06% Reduce -0.2% 13,952 $605K
Westhampton Capital, LLC 0.31% Reduce -13.1% 13,925 $604K
Guardian Wealth Advisors, LLC / NC 0.05% Reduce -7.2% 13,824 $600K
Fiduciary Group, LLC 0.06% Reduce -0.9% 13,717 $595K
Greenleaf Trust 0.01% Add +4.6% 13,699 $594K
Raiffeisen Bank International AG 0.01% — 13,693 $594K
Partners in Financial Planning 0.12% No change 13,680 $593K
Cigna Investments Inc. 0.10% Reduce -1.1% 13,691 $593K
MAI Capital Management 0.00% Reduce -9.8% 13,658 $593K
Illinois Municipal Retirement Fund 0.01% No change 13,599 $590K
Pinnacle Holdings, LLC 0.26% No change 13,520 $586K
Hamilton Capital Partners Inc. 0.04% Add +117.7% 13,500 $586K
Sagespring Wealth Partners, LLC 0.02% — 13,482 $585K
Fiduciary Trust Co 0.01% Add +49.9% 13,475 $585K
Archer Investment Corp 0.16% No change 13,409 $582K
Duncan Williams Asset Management, LLC 0.23% Reduce -8.2% 13,353 $579K
Quantbot Technologies LP 0.02% Reduce -90.7% 13,301 $577K
Johnson Investment Counsel Inc. 0.01% Add +74.1% 13,276 $576K
Supplemental Annuity Collective Trust of NJ 0.17% No change 13,123 $569K
Vestmark Advisory Solutions, Inc. 0.02% Add +152.3% 13,117 $569K
Prosperity Consulting Group, LLC 0.04% Add +150.0% 13,023 $565K
Wealth Alliance Advisory Group, LLC 0.12% No change 13,011 $564K
Checchi Capital Advisers, LLC 0.04% Add +3.4% 13,006 $564K
Avalon Trust Co 0.04% No change 13,000 $564K
NorthRock Partners, LLC 0.02% Add +0.9% 12,963 $562K
Marcum Wealth, LLC 0.05% Add +1.2% 12,959 $562K
Chilton Investment Co. Inc. 0.01% No change 12,950 $562K
Ameritas Investment Partners, Inc. 0.02% Reduce -4.6% 12,935 $561K
RKL Wealth Management LLC 0.05% Add +52.8% 12,904 $560K
Vise Technologies, Inc. 0.05% Add +31.0% 12,884 $559K
Belpointe Asset Management LLC 0.03% Reduce -44.4% 12,524 $557K
Sabal Trust CO 0.03% New 12,833 $557K
Exencial Wealth Advisors, LLC 0.02% Add +6.3% 12,790 $555K
Plato Investment Management Ltd 0.04% No change 12,721 $554K
Ransom Advisory, Ltd 0.25% No change 12,730 $552K
Chemung Canal Trust Co. 0.12% Reduce -5.2% 12,712 $551K
Hilltop National Bank 0.17% Reduce -8.0% 12,659 $549K
Evercore Wealth Management, LLC 0.01% No change 12,603 $547K
Uncommon Cents Investing LLC 0.16% No change 12,540 $544K
Forefront Wealth Partners, LLC 0.41% — 12,535 $544K
Aull & Monroe Investment Management Corp 0.28% Reduce -7.4% 12,535 $544K
Keel Point, LLC 0.04% Add +3.4% 12,526 $543K
NBT Bank, N.A. 0.04% Add +3.0% 12,515 $543K
Westwood Holdings Group Inc. 0.00% Reduce -9.7% 12,491 $542K
Mitchell McLeod Pugh & Williams Inc. 0.11% Reduce -6.4% 12,293 $533K
Texas Yale Capital Corp. 0.02% No change 12,248 $531K
Westover Capital Advisors, LLC 0.12% No change 12,218 $530K
Wedmont Private Capital 0.03% Add +19.1% 12,348 $528K
Pathway Financial Advisors LLC 0.12% Add +2.2% 12,124 $526K
Good Life Advisors, LLC 0.04% Reduce -5.8% 12,018 $521K
Washington Capital Management, Inc. 0.41% No change 12,000 $521K
Fourthstone LLC 0.10% New 12,000 $521K
X-Square Capital, LLC 0.21% Reduce -7.2% 11,970 $519K
Centennial Wealth Advisory LLC 0.20% Add +9.5% 11,955 $519K
Vaughan David Investments LLC 0.01% Reduce -6.6% 11,952 $518K
Quadrant Private Wealth Management, LLC 0.13% Reduce -7.9% 11,883 $515K
Heritage Investors Management Corp. 0.02% Add +7.3% 11,775 $511K
Aviance Capital Partners, LLC 0.07% Add +36.0% 11,673 $506K
Sculati Wealth Management, LLC 0.20% No change 11,659 $506K
Wright Investors Service Inc. 0.16% Reduce -67.7% 11,642 $505K
3Chopt Investment Partners, LLC 0.17% New 11,633 $505K
Intrust Bank NA 0.05% Reduce -4.9% 11,541 $501K
Hazlett, Burt & Watson, Inc. 0.22% No change 11,531 $500K
Klingman & Associates, LLC 0.03% Reduce -0.3% 11,508 $499K
Wedbush Securities Inc. 0.02% New 11,475 $498K
Equitable Holdings, Inc. 0.00% Reduce -2.7% 11,443 $496K
Adapt Wealth Advisors, LLC 0.24% Add +42.0% 11,435 $496K
Moneta Group Investment Advisors LLC 0.01% Reduce -32.5% 11,422 $495K
Perigon Wealth Management, LLC 0.01% Add +18.1% 10,836 $487K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% No change 11,166 $484K
Annis Gardner Whiting Capital Advisors, LLC 0.14% Reduce -0.5% 11,129 $483K
Waterloo Capital, L.P. 0.05% Reduce -8.3% 11,120 $482K
SLT Holdings LLC 0.47% — 11,114 $482K
Cidel Asset Management Inc. 0.03% Reduce -3.1% 11,111 $482K
Sowell Financial Services LLC 0.03% Reduce -3.1% 11,103 $482K
Longfellow Investment Management Co. LLC 0.12% Reduce -6.0% 11,083 $481K
BSW Wealth Partners 0.07% Add +6.6% 11,047 $479K
First Hawaiian Bank 0.02% Reduce -66.3% 11,043 $479K
Parallel Advisors, LLC 0.01% Reduce -0.3% 11,003 $477K
Franklin Street Advisors Inc. 0.03% Add +12.3% 10,957 $475K
Roxbury Financial LLC 0.46% — 9,958 $475K
Crawford Investment Counsel Inc. 0.01% Reduce -1.6% 10,904 $473K
Cassaday & Co Wealth Management LLC 0.01% Reduce -19.4% 10,903 $473K
Perpetual Ltd 0.01% No change 10,851 $471K
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -75.1% 10,826 $470K
Koshinski Asset Management, Inc. 0.04% Add +2.1% 10,825 $470K
AlphaQuest LLC 0.06% Add +127.7% 10,824 $470K
Alliance Wealth Advisors, LLC 0.27% Add +0.3% 10,803 $469K
Financial Management Professionals, Inc. 0.06% Add +12.8% 10,693 $464K
BLB&B Advisors, LLC 0.02% Add +0.1% 10,620 $461K
Valmark Advisers, Inc. 0.01% Add +0.1% 10,585 $459K
Sage Mountain Advisors LLC 0.03% Add +4.7% 10,584 $459K
Verum Partners LLC 0.13% Add +0.4% 10,565 $458K
Pine Harbor Wealth Management, LLC 0.18% Reduce -2.5% 10,508 $456K
Shepherd Financial Partners LLC 0.05% Add +3.2% 10,477 $454K
Concord Asset Management, LLC 0.10% Reduce -84.1% 10,449 $453K
Prime Capital Investment Advisors, LLC 0.01% Add +0.4% 10,445 $453K
Successful Portfolios LLC 0.30% Add +0.1% 10,354 $449K
EverSource Wealth Advisors, LLC 0.03% Add +24.9% 10,320 $448K
W.G. Shaheen & Associates DBA Whitney & Co 0.05% Reduce -0.1% 10,316 $448K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -0.8% 10,298 $447K
Banco Santander, S.A. 0.01% Add +83.6% 10,233 $444K
Stonebridge Financial Group, LLC 0.05% — 10,214 $443K
Clarius Group, LLC 0.03% Reduce -0.4% 10,207 $443K
Taylor Hoffman Capital Management LLC 0.16% No change 10,188 $442K
Tocqueville Asset Management L.P. 0.01% Reduce -5.1% 10,147 $440K
Kennebec Savings Bank 0.44% Add +3.2% 10,208 $440K
Legacy Capital Group California, Inc. 0.13% Reduce -1.0% 10,142 $440K
Rehmann Capital Advisory Group 0.03% Add +7.0% 10,132 $440K
Axq Capital, LP 0.20% Add +45.0% 10,077 $437K
American Assets Inc. 0.13% No change 10,000 $434K
Wilkins Investment Counsel Inc. 0.06% Reduce -6.1% 9,975 $433K
Newman Dignan & Sheerar, Inc. 0.11% Reduce -13.4% 9,957 $432K
Boltwood Capital Management 0.13% Reduce -4.3% 9,935 $431K
Waldron Private Wealth LLC 0.02% Reduce -1.1% 9,927 $431K
Jaffetilchin Investment Partners, LLC 0.03% Add +1191.0% 9,863 $428K
HBK Sorce Advisory LLC 0.01% Add +25.1% 9,834 $427K
Capital International Sarl 0.01% Add +36.4% 9,812 $426K
WealthTrust Axiom LLC 0.13% Reduce -1.3% 9,811 $426K
Shell Asset Management Co. 0.02% Add +1.5% 9,798 $425K
Cypress Capital Group 0.05% Reduce -4.1% 9,772 $424K
Southeast Asset Advisors, LLC 0.05% No change 9,765 $424K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% Add +12.3% 9,744 $423K
Valley National Advisers Inc. 0.08% Add +6.6% 9,721 $421K
Trivium Point Advisory, LLC 0.05% Add +41.8% 9,630 $418K
Gardner Russo & Quinn 0.00% Add +0.7% 9,617 $417K
Catalyst Funds Management Pty Ltd 0.10% New 9,600 $416K
Wealthspire Retirement, LLC 0.03% Add +0.1% 9,600 $416K
Manske Wealth Management 0.17% — 9,599 $416K
Quadrant Capital Group LLC 0.03% Add +1.0% 9,493 $412K
5T Wealth, LLC 0.22% — 9,425 $409K
Outfitters Financial LLC 0.33% Reduce -28.5% 9,386 $407K
Parkside Financial Bank & Trust 0.05% Reduce -5.5% 9,383 $407K
Smith Salley Wealth Management 0.03% Reduce -4.2% 9,332 $405K
Fiducient Advisors LLC 0.05% Add +4.5% 9,315 $404K
Rede Wealth, LLC 0.15% Reduce -0.3% 9,282 $403K
MTM Investment Management, LLC 0.15% Add +0.1% 9,230 $400K
Summit Asset Management, LLC 0.07% Add +0.2% 9,207 $399K
Pettee Investors, Inc. 0.20% Reduce -4.9% 9,195 $399K
Sage Investment Counsel LLC 0.52% — 9,182 $398K
Pallas Capital Advisors LLC 0.02% Add +0.2% 9,161 $397K
Parthenon LLC 0.05% No change 9,155 $397K
FSB Premier Wealth Management, Inc. 0.16% Reduce -8.9% 9,148 $397K
Aspiriant, LLC 0.01% Add +0.1% 9,143 $397K
Everett Harris & Co. 0.01% No change 9,133 $396K
Lake Street Advisors Group, LLC 0.02% Add +0.2% 9,127 $396K
Keudell/Morrison Wealth Management 0.10% Reduce -12.2% 9,117 $395K
Continuum Advisory, LLC 0.05% Add +12.1% 9,084 $394K
Arlington Trust Co LLC 0.08% No change 9,077 $394K
Carolinas Wealth Consulting LLC 0.08% Reduce -15.2% 9,065 $393K
ICONIQ Capital, LLC 0.01% New 9,051 $393K
CNB Bank 0.18% Reduce -17.9% 9,044 $392K
Hayek Kallen Investment Management 0.14% No change 9,047 $392K
Fortress Private Ledger, LLC 0.24% — 9,013 $391K
Clark Capital Management Group, Inc. 0.00% Add +6.2% 9,001 $390K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -3.5% 8,948 $388K
HHM Wealth Advisors, LLC 0.05% Add +1.1% 8,928 $387K
DRW Securities, LLC 0.03% Reduce -92.7% 8,917 $387K
Howard Capital Management, LLC 0.01% Add +5.4% 8,815 $382K
Malaga Cove Capital, LLC 0.15% Reduce -1.2% 8,796 $382K
Quantessence Capital LLC 0.16% — 8,766 $380K
International Private Wealth Advisors LLC 0.38% Add +1.8% 8,761 $380K
Ellevest, Inc. 0.02% Reduce -12.3% 8,746 $379K
Hardy Reed LLC 0.03% Add +51.7% 8,742 $379K
Cobblestone Capital Advisors LLC 0.02% Reduce -37.8% 8,735 $379K
Selective Wealth Management, Inc. 0.15% No change 8,545 $375K
Diversify Advisory Services, LLC 0.02% New 8,749 $374K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -1.6% 8,512 $369K
Chiron Capital Management, LLC 0.35% Reduce -4.5% 8,507 $369K
U.S. Capital Wealth Advisors, LLC 0.01% Add +25.9% 8,490 $368K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% Add +9.0% 8,485 $368K
MainStreet Investment Advisors LLC 0.05% Reduce -4.5% 8,481 $368K
Eagle Strategies LLC 0.06% Reduce -0.6% 8,457 $367K
Colonial River Investments, LLC 0.18% Reduce -0.6% 8,447 $366K
Fisher Asset Management 0.00% Add +5.5% 8,431 $366K
LBMC Investment Advisors, LLC 0.03% Add +3.9% 8,415 $365K
Westpac Banking Corp. 0.02% No change 8,397 $364K
Nwam LLC 0.02% Add +3.2% 8,395 $364K
Ti-Trust, Inc. 0.24% No change 8,330 $361K
Cypress Wealth Services, LLC 0.07% Reduce -1.1% 8,322 $361K
CX Institutional 0.01% Reduce -4.9% 8,306 $360K
Cim Investment Management Inc. 0.10% Add +0.4% 8,231 $357K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -34.2% 8,222 $357K
IFP Advisors, Inc 0.01% Add +17.3% 8,220 $357K
Cornerstone Advisors Asset Management, LLC 0.08% No change 8,208 $356K
Founders Grove Wealth Partners, LLC 0.10% — 8,198 $356K
Abacus Planning Group, Inc. 0.06% No change 8,168 $354K
New Hampshire Trust 0.07% Add +1.8% 8,143 $353K
Institute for Wealth Management, LLC. 0.04% No change 8,134 $353K
Ballew Advisors, Inc 0.22% Reduce -11.5% 8,159 $352K
Sterling Capital Management LLC 0.00% Reduce -19.9% 8,079 $350K
Formidable Asset Management, LLC 0.06% No change 8,077 $350K
Total Wealth Planning & Management, Inc. 0.34% — 8,036 $349K
Novus Advisors, LLC 0.35% — 8,035 $349K
Centiva Capital, LP 0.01% Reduce -67.6% 8,017 $348K
Compagnie Lombard Odier SCmA 0.01% No change 8,000 $347K
Alpha Wealth Funds, LLC 0.36% — 8,000 $347K
Scotia Capital Inc. 0.00% Add +0.2% 7,953 $345K
Toth Financial Advisory Corp. 0.04% Add +18.2% 7,871 $341K
Birmingham Capital Management Co. Inc. 0.13% No change 7,856 $341K
ForthRight Wealth Management, LLC 0.11% Reduce -17.5% 7,802 $338K
MBL Wealth, LLC 0.03% Add +6.7% 7,740 $336K
1ST Source Bank 0.02% Add +19.7% 7,735 $336K
Hill Investment Group Partners, LLC 0.04% Add +1.8% 7,734 $336K
Aaron Wealth Advisors LLC 0.04% Add +3.0% 7,712 $335K
Aldebaran Financial Inc. 0.39% Add +8.8% 7,711 $334K
Morris Financial Concepts, Inc. 0.14% No change 7,688 $334K
Chancellor Financial Group WB LP 0.26% — 7,577 $329K
Personal Cfo Solutions, LLC 0.06% Add +1.3% 7,508 $326K
Haverford Trust Co 0.00% Reduce -40.7% 7,489 $325K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -37.4% 7,489 $325K
Park Place Capital Corp 0.09% Reduce -28.6% 7,477 $324K
Whipplewood Advisors, LLC 0.18% — 7,451 $323K
CreativeOne Wealth, LLC 0.01% Reduce -46.3% 7,428 $322K
Stone Summit Wealth LLC 0.11% No change 7,400 $321K
HUB Investment Partners, LLC 0.01% New 7,391 $321K
BankPlus Wealth Management LLC 0.24% — 7,378 $320K
Flow Traders U.S. LLC 0.01% New 7,370 $320K
Arax Advisory Partners 0.02% Add +106.7% 7,363 $319K
CI Investments Inc. 0.00% Add +32.9% 7,361 $319K
Beverly Hills Private Wealth, LLC 0.06% Reduce -3.0% 7,328 $318K
LifeWealth Investments, LLC 0.21% — 7,323 $318K
Hexagon Capital Partners LLC 0.06% Reduce -0.1% 7,309 $317K
tru Independence LLC 0.10% Add +0.6% 7,309 $317K
Aegis Wealth Management LLC 0.21% — 7,277 $316K
Bingham Private Wealth, LLC 0.34% — 7,267 $315K
Daymark Wealth Partners, LLC 0.01% Add +4.4% 7,231 $314K
NORTHSTAR ASSET MANAGEMENT Co 0.07% No change 7,193 $312K
Ascent Wealth Partners, LLC 0.04% Reduce -4.3% 7,119 $309K
Paragon Capital Management Ltd 0.06% Reduce -1.2% 7,111 $309K
Select Asset Management & Trust 0.12% No change 7,097 $308K
Aprio Wealth Management, LLC 0.04% Add +4.4% 7,086 $307K
Blake Schutter Theil Wealth Advisors, LLC 0.32% Add +0.4% 7,042 $305K
Harvest Fund Management Co., Ltd 0.01% New 7,015 $304K
Greatmark Investment Partners, Inc. 0.04% Add +23.3% 7,002 $304K
Itau Unibanco Holding S.A. 0.01% New 7,000 $304K
Prevail Innovative Wealth Advisors, LLC 0.09% New 6,998 $304K
Convergence Financial, LLC 0.06% Reduce -4.4% 6,962 $302K
Biltmore Family Office, LLC 0.05% No change 6,950 $301K
Empower Advisory Group, LLC 0.00% Add +18.7% 6,942 $301K
Accurate Wealth Management, LLC 0.06% Reduce -14.3% 6,994 $299K
Capital City Trust Co. 0.07% No change 6,857 $297K
Sugarloaf Wealth Management, LLC 0.06% Add +23.4% 6,848 $297K
Catalyst Financial Partners LLC 0.06% Add +0.4% 6,846 $297K
Fonville Wealth Management LLC 0.10% Reduce -11.3% 6,841 $297K
Keystone Financial Group 0.03% Add +0.3% 6,798 $296K
Sapient Capital LLC 0.01% No change 6,768 $294K
Graypoint LLC 0.02% Add +8.9% 6,745 $293K
Meridian Financial Partners LLC 0.15% Add +2.9% 6,721 $292K
Nilsine Partners, LLC 0.03% Add +24.6% 6,701 $291K
Heartwood Wealth Advisors LLC 0.03% No change 6,698 $291K
Cornerstone Management, Inc. 0.06% Add +12.5% 6,678 $290K
Cambria Investment Management, L.P. 0.02% New 6,678 $290K
Eisler Capital Management Ltd. 0.01% — 6,671 $289K
Wagner Wealth Management, LLC 0.07% Reduce -0.7% 6,658 $289K
ARS Wealth Advisors Group, LLC 0.04% Add +5.1% 6,650 $288K
Councilmark Asset Management, LLC 0.19% No change 6,650 $288K
Headinvest, LLC 0.05% Reduce -28.3% 6,631 $288K
1776 Wealth LLC 0.13% Reduce -37.1% 6,600 $286K
Secure Asset Management, LLC 0.04% Reduce -2.6% 6,572 $285K
Peachtree Investment Partners, LLC 0.11% Reduce -2.6% 6,554 $284K
Geller Advisors LLC 0.02% Add +2.4% 6,553 $284K
Quotient Wealth Partners, LLC 0.01% Reduce -3.3% 6,528 $283K
Canton Hathaway, LLC 0.07% No change 6,516 $283K
Family Legacy, Inc. 0.10% No change 6,433 $283K
Timonier Family Office, LTD. 0.14% — 6,492 $282K
Kovack Advisors, Inc. 0.03% Reduce -4.8% 6,468 $281K
WBH Advisory Inc. 0.03% Reduce -10.2% 6,395 $277K
Conning Inc. 0.01% Reduce -17.1% 6,362 $276K
Bristlecone Advisors, LLC 0.02% Reduce -24.9% 6,338 $275K
Integrated Advisors Network LLC 0.01% Add +4.8% 6,316 $274K
Grove Bank & Trust 0.04% Add +15.9% 6,311 $274K
Transcend Capital Advisors, LLC 0.02% Reduce -1.0% 6,301 $273K
Avestar Capital, LLC 0.02% Add +4.1% 6,299 $273K
Avior Wealth Management, LLC 0.01% Add +41.8% 6,289 $273K
Stonegate Investment Group, LLC 0.01% Add +30.7% 6,277 $272K
Patrick M Sweeney & Associates, Inc. 0.20% Add +0.0% 6,246 $271K
RiverFront Investment Group, LLC 0.01% Add +1.8% 6,223 $270K
Cassady Schiller Wealth Management, LLC 0.10% Add +0.8% 6,222 $270K
Phillips Wealth Planners LLC 0.27% Reduce -0.6% 6,305 $270K
LifePlan Financial, LLC 0.24% Reduce -4.3% 6,200 $269K
Rakuten Securities, Inc. 0.11% Reduce -5.2% 6,185 $268K
New Wave Wealth Advisors LLC 0.11% Reduce -5.7% 6,180 $268K
1620 Investment Advisors, Inc. 0.21% Reduce -2.0% 6,163 $267K
Sunpointe, LLC 0.13% Add +0.8% 6,162 $267K
FWG Holdings, LLC 0.13% Add +4.3% 5,694 $267K
Capital Square, LLC 0.15% Add +0.9% 5,663 $266K
Altrius Capital Management Inc 0.07% Add +0.0% 6,127 $266K
Ascentis Independent Advisors 0.05% Reduce -30.7% 6,124 $266K
United Community Bank 0.10% Reduce -3.6% 6,103 $265K
Avaii Wealth Management, LLC 0.13% Reduce -2.1% 6,102 $265K
GeoWealth Management, LLC 0.01% Reduce -4.5% 6,079 $264K
FDx Advisors, Inc. 0.08% Reduce -5.6% 6,065 $263K
Davis R M Inc. 0.01% Add +20.8% 6,036 $262K
Avantra Family Wealth, Inc. 0.24% — 6,035 $262K
Main Street Financial Solutions, LLC 0.03% Reduce -2.5% 5,996 $260K
CVA Family Office, LLC 0.04% Add +6.2% 5,964 $259K
Evermay Wealth Management LLC 0.04% No change 5,955 $258K
Frederick Financial Consultants, LLC 0.21% — 5,951 $258K
Curi Capital, LLC 0.01% Add +0.0% 5,947 $258K
Strategic Wealth Investment Group, LLC 0.01% Reduce -1.1% 5,941 $258K
Everstar Asset Management, LLC 0.18% New 5,920 $257K
Lantz Financial LLC 0.07% Add +3.2% 5,916 $257K
Klingenstein Fields & Co. LP 0.01% No change 5,912 $256K
Generali Asset Management SPA SGR 0.01% — 5,895 $256K
Rock Point Advisors, LLC 0.07% No change 5,875 $255K
Transamerica Financial Advisors, LLC 0.03% Reduce -1.4% 5,836 $254K
Farmers Trust Co. 0.05% Reduce -8.6% 5,834 $253K
D'Orazio & Associates, Inc. 0.04% Add +0.6% 5,816 $252K
Capital Analysts, LLC 0.01% Add +26.4% 5,814 $252K
Ameritas Advisory Services, LLC 0.01% New 5,795 $251K
Lindbrook Capital, LLC 0.02% Add +1.2% 5,780 $251K
Waddell & Associates, LLC 0.03% Add +0.4% 5,775 $251K
Calton & Associates, Inc. 0.11% Reduce -0.1% 5,771 $250K
Capstone Investment Advisors, LLC 0.00% Add +2.6% 5,762 $250K
Baron Wealth Management LLC 0.12% Reduce -0.1% 5,727 $248K
Great Valley Advisor Group, Inc. 0.01% Reduce -8.3% 5,709 $248K
TAGStone Capital, Inc. 0.12% New 5,725 $248K
Traveka Wealth, LLC 0.14% Reduce -0.2% 5,699 $247K
Ashton Thomas Private Wealth, LLC 0.01% New 5,697 $247K
Castleview Partners, LLC 0.13% Add +10.3% 5,659 $245K
Ritholtz Wealth Management 0.01% New 5,628 $244K
Trust Point Inc. 0.02% Add +0.8% 5,627 $244K
Smith Thornton Advisors LLC 0.15% Reduce -3.0% 5,602 $243K
Smith & Howard Wealth Management, LLC 0.07% Reduce -61.5% 5,575 $242K
SageView Advisory Group, LLC 0.01% New 5,528 $240K
Fortis Capital Advisors, LLC 0.08% Reduce -64.9% 5,382 $239K
Signal Advisors Wealth, LLC 0.03% New 5,507 $239K
High Net Worth Advisory Group LLC 0.07% No change 5,477 $238K
CENTRAL TRUST Co 0.01% Reduce -3.3% 5,475 $238K
Lantern Wealth Advisors, LLC 0.15% Add +8.1% 5,473 $237K
Mather Group, Llc. 0.00% Add +0.8% 5,471 $237K
Muirfield Wealth Advisors LLC 0.20% Add +1.1% 5,468 $237K
Simon Quick Advisors, LLC 0.01% Add +14.6% 5,466 $237K
Advisory Alpha, LLC 0.01% Reduce -2.1% 5,464 $237K
Ferguson Wellman Capital Management, Inc. 0.00% Add +5.7% 5,452 $237K
USA Financial Formulas 0.04% Reduce -1.6% 5,442 $236K
Tritonpoint Wealth, LLC 0.02% Reduce -28.6% 5,433 $236K
Cable Hill Partners, LLC 0.02% Reduce -13.2% 5,431 $236K
Cannon Wealth Management Services, LLC 0.20% Reduce -10.8% 5,014 $235K
Tompkins Financial Corp. 0.02% Add +70.7% 5,412 $235K
Apexium Financial, LP 0.01% Add +9.3% 5,402 $234K
Next Level Private LLC 0.09% Add +1.1% 5,385 $234K
Mountain Pacific Investment Advisers LLC 0.02% No change 5,366 $233K
CFO4Life Group, LLC 0.04% Reduce -0.9% 5,360 $233K
Cape Investment Advisory, Inc. 0.09% Add +0.7% 5,344 $232K
Chicago Partners Investment Group LLC 0.01% Add +2.4% 5,270 $232K
SC&H Financial Advisors, Inc. 0.05% No change 5,333 $231K
Balboa Wealth Partners 0.05% New 5,324 $231K
Augustine Asset Management Inc. 0.06% Reduce -4.4% 5,318 $231K
TradeWell Securities, LLC. 0.12% — 5,311 $230K
Caldwell Trust Co 0.02% Reduce -22.9% 5,310 $230K
Future Financial Wealth Managment LLC 0.17% No change 5,300 $230K
Genesis Private Wealth, LLC 0.13% — 5,266 $228K
Element Wealth, LLC 0.12% Add +0.2% 5,259 $228K
West Family Investments, Inc. 0.08% Reduce -0.9% 5,256 $228K
Mendel Money Management 0.10% Reduce -10.3% 5,224 $227K
PFW Advisors LLC 0.07% — 5,221 $227K
M. Kulyk & Associates, LLC 0.05% Reduce -0.3% 5,210 $226K
First Dallas Securities Inc. 0.09% New 5,200 $226K
Philadelphia Trust Co. 0.02% Reduce -16.7% 5,207 $226K
Keynote Financial Services LLC 0.17% No change 5,203 $226K
Summit Securities Group LLC 0.08% Reduce -18.8% 5,200 $226K
Montchanin Asset Management, LLC 0.22% Reduce -55.6% 5,190 $225K
Cassia Capital Partners, LLC 0.14% Reduce -29.6% 5,149 $223K
L2 Asset Management, LLC 0.05% Reduce -2.7% 5,140 $223K
Nixon Peabody Trust Co. 0.02% New 5,137 $223K
Atlantic Family Wealth, LLC 0.26% — 5,108 $222K
Journey Strategic Wealth LLC 0.01% New 5,105 $221K
Shayne & Jacobs, LLC 0.06% No change 5,086 $221K
Spirepoint Private Client, LLC 0.03% No change 5,076 $220K
Romano Brothers and Company 0.03% Reduce -14.3% 5,075 $220K
Chicago Capital, LLC 0.01% New 5,068 $220K
Yeomans Consulting Group, Inc. 0.08% Reduce -0.5% 5,062 $220K
World Equity Group, Inc. 0.05% New 5,050 $219K
LongView Wealth Management 0.07% No change 4,975 $216K
SevenBridge Financial Group, LLC 0.04% No change 4,553 $216K
Total Clarity Wealth Management, Inc. 0.07% Reduce -11.0% 4,967 $215K
Anchor Pointe Wealth Management, LLC 0.28% — 4,960 $215K
Kenora Financial, LLC 0.09% Reduce -11.6% 4,936 $214K
VSM Wealth Advisory, LLC 0.08% — 4,930 $214K
TrueWealth Advisors, LLC 0.07% Add +1.1% 4,913 $213K
Western Wealth Management, LLC 0.01% Reduce -3.7% 4,910 $213K
LexAurum Advisors, LLC 0.04% Reduce -30.9% 4,909 $213K
Harbour Trust & Investment Management Co 0.02% Reduce -5.7% 4,906 $213K
Ausdal Financial Partners, Inc. 0.02% New 4,888 $212K
Norden Group LLC 0.02% New 4,876 $212K
American Capital Advisory, LLC 0.12% No change 4,876 $212K
Houlihan Financial Resource Group, Ltd. 0.09% No change 4,871 $211K
Eastern Bank 0.00% Add +8.5% 4,859 $211K
Fidelis Capital Partners, LLC 0.02% New 4,479 $210K
First American Trust, FSB 0.02% Reduce -10.9% 4,833 $210K
Allegiance Financial Group Advisory Services LLC 0.07% Add +1.8% 4,825 $209K
AlphaMark Advisors, LLC 0.09% Add +0.5% 4,818 $209K
Family Firm, Inc. 0.05% Add +0.4% 4,758 $206K
Lafayette Investments, Inc. 0.04% Reduce -39.8% 4,727 $205K
Sound Income Strategies, LLC 0.01% Reduce -1.4% 4,710 $204K
Thoroughbred Financial Services, LLC 0.01% Reduce -5.9% 4,705 $204K
Alaethes Wealth, LLC 0.07% No change 4,694 $204K
Cascades Capital Asset Management, LLC 0.11% New 4,684 $203K
ProVise Management Group, LLC 0.02% Reduce -1.2% 4,683 $203K
Faithward Advisors, LLC 0.03% New 4,665 $202K
GWN Securities Inc. 0.05% — 4,314 $202K
Delta Financial Group, Inc. 0.05% Reduce -6.4% 4,646 $202K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +283.9% 4,645 $202K
Veltria Advisors Corp. 0.08% Reduce -11.6% 4,631 $201K
PDS Planning, Inc 0.02% Reduce -17.0% 4,627 $201K
Arbor Investment Advisors, LLC 0.03% Reduce -94.5% 4,622 $201K
HTLF Bank 0.02% New 4,615 $200K
Horizon Bancorp Inc. 0.09% Reduce -0.8% 4,481 $194K
NFSG Corp 0.05% Add +785.1% 4,452 $193K
Bollard Group LLC 0.01% Add +1.1% 4,373 $190K
J.Safra Asset Management Corp 0.02% New 4,367 $189K
Accordant Advisory Group Inc 0.18% Reduce -5.0% 4,299 $186K
LRI Investments, LLC 0.02% Reduce -16.5% 4,179 $181K
Cromwell Holdings LLC 0.10% No change 4,108 $178K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.01% No change 4,048 $176K
Wellington Shields & Co., LLC 0.05% No change 4,000 $174K
Bruce G. Allen Investments, LLC 0.14% Reduce -1.8% 3,997 $173K
Harbour Investments, Inc. 0.00% Reduce -8.2% 3,960 $172K
Nemes Rush Group LLC 0.02% Reduce -27.4% 3,797 $165K
WASHINGTON TRUST Co 0.01% Reduce -0.2% 3,673 $159K
Dakota Community Bank & Trust NA 0.75% Reduce -5.7% 3,658 $159K
Global Trust Asset Management, LLC 0.06% Add +1360.4% 3,651 $158K
CarsonAllaria Wealth Management, Ltd. 0.09% Reduce -11.2% 3,637 $158K
Manchester Capital Management LLC 0.02% Add +0.1% 3,610 $157K
Fairscale Capital, LLC 0.13% No change 3,503 $152K
Creative Financial Designs Inc. 0.01% Add +6.4% 3,477 $151K
Oarsman Capital, Inc. 0.03% No change 3,473 $151K
Hartford Financial Management Inc. 0.03% Reduce -21.6% 3,449 $150K
Caldwell Sutter Capital, Inc. 0.07% Reduce -0.9% 3,314 $144K
Asset Dedication, LLC 0.01% Reduce -14.7% 3,294 $143K
MV Capital Management, Inc. 0.02% Reduce -0.0% 3,279 $142K
Deseret Mutual Benefit Administrators 0.07% Reduce -7.6% 3,234 $140K
TD Waterhouse Canada Inc. 0.00% Add +45.4% 3,183 $138K
AdvisorNet Financial, Inc 0.01% Reduce -15.1% 3,112 $135K
Kestra Investment Management, LLC 0.01% New 3,076 $133K
WFA Asset Management Corp 0.07% New 3,075 $133K
First PREMIER Bank 0.03% No change 3,000 $130K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +48.7% 2,963 $129K
Aster Capital Management (DIFC) Ltd 0.05% Reduce -20.1% 2,895 $126K
Boyd Watterson Asset Management LLC 0.03% Reduce -1.0% 2,858 $124K
SOA Wealth Advisors, LLC. 0.02% No change 2,858 $124K
First United Bank & Trust 0.04% No change 2,838 $123K
Investment Management Corp. /Va/ 0.11% — 2,803 $122K
Cary Street Partners Investment Advisory LLC 0.08% Reduce -96.2% 2,767 $120K
Atlantic Edge Private Wealth Management, LLC 0.04% Reduce -4.3% 2,746 $119K
Riverview Trust Co 0.11% Reduce -18.2% 2,712 $118K
Evolution Advisers, Inc. 0.06% Reduce -0.1% 74,786 $114K
Quent Capital, LLC 0.01% Add +15.4% 2,626 $114K
Silvant Capital Management LLC 0.00% No change 2,587 $112K
Brooklyn Investment Group 0.03% Add +5.4% 2,565 $111K
Natixis 0.00% Reduce -99.1% 2,509 $109K
Millstone Evans Group, LLC 0.07% — 2,483 $108K
Chilton Capital Management LLC 0.00% Reduce -3.2% 2,450 $106K
Cranbrook Wealth Management, LLC 0.02% No change 2,430 $105K
Proffitt & Goodson Inc. 0.02% Reduce -6.6% 2,416 $105K
SBI Securities Co., Ltd. 0.00% — 2,403 $104K
POM Investment Strategies, LLC 0.08% Add +119.0% 2,394 $104K
Exchange Traded Concepts, LLC 0.00% Add +18.1% 2,371 $103K
Clear Investment Research, LLC 0.13% Reduce -4.9% 2,360 $102K
Aventura Private Wealth, LLC 0.05% — 2,253 $98K
Caitong International Asset Management Co., Ltd 0.10% — 2,250 $98K
Sunbelt Securities, Inc. 0.01% Reduce -23.4% 2,208 $96K
Catalyst Capital Advisors LLC 0.00% Reduce -43.6% 2,177 $94K
Sittner & Nelson, LLC 0.04% No change 2,175 $94K
Gables Capital Management Inc. 0.05% No change 2,171 $94K
Golden State Wealth Management, LLC 0.01% — 2,167 $94K
Covestor Ltd 0.06% Add +1.1% 2,166 $94K
Ameriflex Group, Inc. 0.04% — 1,905 $91K
Pinnacle Bancorp, Inc. 0.03% Reduce -3.1% 2,059 $89K
First Command Advisory Services, Inc. 0.00% No change 2,029 $88K
Smithfield Trust Co 0.00% No change 1,970 $86K
South Plains Financial, Inc. 0.07% — 1,975 $86K
Capital Advisors, Ltd. LLC 0.01% No change 1,959 $85K
Clearstead Trust, LLC 0.02% No change 1,846 $80K
Larson Financial Group LLC 0.00% Add +24.1% 1,841 $80K
Bare Financial Services, Inc 0.03% Reduce -24.6% 1,813 $79K
Richardson Financial Services Inc. 0.05% New 1,695 $74K
Optimum Investment Advisors 0.03% No change 1,671 $72K
Main Street Group, LTD 0.03% Add +0.4% 1,659 $72K
CoreCap Advisors, LLC 0.00% Add +79.8% 1,656 $72K
Leonteq Securities AG 0.01% Reduce -44.1% 1,619 $70K
Stephens Consulting, LLC 0.02% No change 1,555 $67K
Quest 10 Wealth Builders, Inc. 0.06% — 1,443 $63K
Union Savings Bank 0.03% Add +102.7% 1,429 $62K
Mechanics Financial Corp 0.03% Reduce -8.0% 1,375 $60K
GW&K Investment Management, LLC 0.00% Add +0.9% 1,360 $59K
Physician Wealth Advisors, Inc. 0.01% New 1,358 $59K
Versant Capital Management, Inc 0.01% Add +56.1% 1,313 $57K
Investment Research & Advisory Group, Inc. 0.02% Add +1.0% 1,311 $57K
Pinney & Scofield, Inc. 0.04% — 1,310 $57K
TCTC Holdings, LLC 0.00% Add +28.1% 1,310 $57K
FNY Investment Advisers, LLC 0.03% Add +62.5% 1,300 $56K
Brown, Lisle/Cummings, Inc. 0.02% New 1,276 $55K
Trust Co 0.01% No change 1,233 $53K
True Wealth Design, LLC 0.02% Add +2.7% 1,232 $53K
Private Wealth Management Group, LLC 0.02% Reduce -0.5% 1,226 $53K
Burkett Financial Services, LLC 0.02% Add +1.1% 1,211 $53K
Ethos Financial Group, LLC 0.01% New 1,208 $52K
City State Bank 0.02% Add +158.1% 1,169 $51K
Beacon Capital Management, LLC 0.01% Add +0.8% 1,121 $49K
Washington Trust Advisors, Inc. 0.00% No change 1,094 $47K
Paradigm Asset Management Co. LLC 0.01% Reduce -97.1% 1,083 $47K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 1,077 $47K
Pin Oak Investment Advisors Inc. 0.04% No change 1,069 $46K
West Paces Advisors Inc. 0.01% Reduce -1.7% 1,059 $46K
Abound Wealth Management 0.01% Add +12.1% 1,039 $45K
Curio Wealth, LLC 0.02% — 1,037 $45K
Coppell Advisory Solutions LLC 0.01% Reduce -12.9% 996 $43K
Winthrop Capital Management, LLC 0.01% No change 914 $40K
Criterion Capital Advisors, LLC 0.03% No change 1,024 $40K
Kiely Wealth Advisory Group, Inc. 0.02% No change 804 $38K
Missouri Trust & Investment Co 0.01% No change 854 $37K
Horizons Wealth Management 0.03% No change 853 $37K
Rise Advisors, LLC 0.02% Add +1.1% 852 $37K
Edmond DE Rothschild Holding S.A. 0.00% No change 837 $36K
Hemington Wealth Management 0.01% Add +17.4% 849 $36K
LMR Partners LLP 0.00% Add +3960.0% 812 $35K
Sachetta, LLC 0.01% Reduce -1.8% 805 $35K
Elequin Capital, LP 0.01% Reduce -55.6% 800 $35K
Fortitude Family Office, LLC 0.01% Reduce -10.3% 770 $33K
Bayforest Capital Ltd 0.04% — 741 $32K
Atlantic Private Wealth, LLC 0.02% No change 715 $31K
Winch Advisory Services, LLC 0.01% Reduce -46.6% 680 $29K
Financial Perspectives, Inc 0.01% Add +25.9% 636 $28K
Hopwood Financial Services, Inc. 0.02% — 600 $26K
Valley Wealth Managers, Inc. 0.00% No change 600 $26K
Navigoe, LLC 0.03% — 600 $26K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 594 $26K
Prestige Wealth Management Group LLC 0.01% No change 579 $25K
SWAN Capital LLC 0.01% No change 570 $25K
Peoples Financial Services Corp. 0.01% No change 568 $25K
Bangor Savings Bank 0.00% Add +92.5% 566 $25K
Sierra Ocean, LLC 0.02% — 547 $24K
Rosenberg Matthew Hamilton 0.01% No change 538 $23K
AllSquare Wealth Management LLC 0.01% No change 513 $22K
Aspetuck Financial Management LLC 0.02% — 500 $22K
Ramirez Asset Management, Inc. 0.00% No change 500 $22K
Vermillion & White Wealth Management Group, LLC 0.02% No change 498 $22K
Johnson Financial Group, Inc. 0.00% Add +34.0% 418 $20K
Global Financial Private Client, LLC 0.01% Add +5.8% 435 $19K
Centricity Wealth Management, LLC 0.02% — 431 $19K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +357.4% 430 $19K
McIlrath & Eck, LLC 0.00% No change 427 $19K
MPWM Advisory Solutions, LLC 0.01% — 411 $18K
Morton Brown Family Wealth, LLC 0.01% Add +0.7% 410 $18K
Meeder Asset Management Inc. 0.00% Reduce -6.0% 406 $18K
Fairman Group, LLC 0.01% Reduce -4.6% 392 $17K
FSC Wealth Advisors, LLC 0.01% Reduce -3.0% 392 $17K
Monetary Management Group Inc. 0.00% No change 388 $17K
Richard W. Paul & Associates, LLC 0.01% Add +0.3% 381 $17K
Lowe Wealth Advisors, LLC 0.01% Add +1156.7% 377 $16K
Aspect Partners, LLC 0.01% No change 375 $16K
High Note Wealth, LLC 0.00% New 373 $16K
Maryland Capital Advisors Inc. 0.01% No change 372 $16K
Piscataqua Savings Bank 0.01% No change 360 $16K
REAP Financial Group, LLC 0.00% Add +5.4% 352 $15K
Hanson & Doremus Investment Management 0.00% No change 356 $15K
Webster Bank, N. A. 0.00% No change 342 $15K
Valued Wealth Advisors LLC 0.01% Reduce -2.9% 340 $15K
JFS Wealth Advisors, LLC 0.00% Reduce -69.4% 324 $14K
Old Second National Bank of Aurora 0.00% Add +7.7% 323 $14K
Armstrong Advisory Group, Inc. 0.00% No change 320 $14K
Solstein Capital, LLC 0.01% No change 311 $13K
Crewe Advisors LLC 0.00% Reduce -55.4% 306 $13K
Global X Japan Co., Ltd. 0.00% Add +9.1% 301 $13K
Olistico Wealth, LLC 0.01% No change 300 $13K
Transcendent Capital Group LLC 0.01% No change 300 $13K
Truvestments Capital LLC 0.00% New 300 $13K
Coastline Trust Co 0.00% No change 300 $13K
Albion Financial Group 0.00% New 281 $12K
Steph & Co. 0.00% Reduce -32.0% 280 $12K
2UniFi Bank 0.01% — 270 $12K
SJS Investment Consulting Inc. 0.00% Reduce -41.4% 266 $12K
Mowery & Schoenfeld Wealth Management, LLC 0.02% New 254 $11K
WR Wealth Planners, LLC 0.00% Reduce -2.0% 250 $11K
BOK Financial Private Wealth, Inc. 0.00% Add +168.8% 250 $11K
Transce3nd, LLC 0.00% — 246 $11K
Plante Moran Financial Advisors, LLC 0.00% Reduce -8.8% 229 $10K
Highline Wealth Partners LLC 0.00% Add +47.7% 226 $10K
Atwood & Palmer Inc. 0.00% No change 225 $10K
Iron Horse Wealth Management, LLC 0.00% No change 222 $10K
Dunhill Financial, LLC 0.00% Add +61.5% 218 $9K
Orion Capital Management LLC 0.00% New 215 $9K
Security National Bank 0.00% No change 215 $9K
Bell Investment Advisors, Inc 0.00% Reduce -36.8% 213 $9K
Beaird Harris Wealth Management, LLC 0.00% No change 203 $9K
Birchbrook, Inc. 0.00% New 200 $9K
Raffa Wealth Management, LLC 0.00% No change 198 $9K
Wolff Wiese Magana LLC 0.01% Add +387.5% 195 $8K
Painted Porch Advisors LLC 0.00% New 194 $8K
PSI Advisors, LLC 0.00% No change 188 $8K
Operose Advisors LLC 0.00% Reduce -84.3% 185 $8K
Avion Wealth 0.00% Add +6.8% 188 $8K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -4.8% 177 $8K
Indiana Trust & Investment Management Co 0.00% Add +77.0% 177 $8K
Key Financial Inc 0.00% No change 174 $8K
Hollencrest Capital Management 0.00% No change 168 $7K
Glen Eagle Advisors, LLC 0.00% Reduce -38.7% 165 $7K
WPG Advisers, LLC 0.01% — 162 $7K
Centennial Bank 0.00% No change 161 $7K
Anfield Capital Management, LLC 0.00% No change 155 $7K
ORG Partners LLC 0.00% No change 154 $7K
Synergy Asset Management, LLC 0.00% New 154 $7K
Duncker Streett & Co. Inc. 0.00% New 150 $7K
Fortis Group Advisors, LLC 0.00% No change 150 $7K
Motco 0.00% Reduce -33.2% 149 $6K
Strategic Investment Solutions, Inc. 0.00% Add +0.7% 139 $6K
Park Square Financial Group, LLC 0.00% — 136 $6K
Harbor Investment Advisory, LLC 0.00% Reduce -81.2% 131 $6K
Ancora Advisors LLC 0.00% Add +89.7% 129 $6K
Cornerstone Planning Group LLC 0.00% Add +6.5% 115 $5K
Stance Capital LLC 0.00% — 125 $5K
First Financial Corp. 0.00% No change 120 $5K
Menard Financial Group LLC 0.00% Reduce -99.3% 119 $5K
Sit Investment Associates Inc. 0.00% No change 125 $5K
Hantz Financial Services, Inc. 0.00% Reduce -9.6% 123 $5K
Crowley Wealth Management, Inc. 0.00% — 106 $5K
Core Alternative Capital 0.00% No change 104 $5K
Measured Risk Portfolios, Inc. 0.00% — 100 $4K
Vision Financial Markets LLC 0.00% — 100 $4K
Pineridge Advisors LLC 0.00% New 100 $4K
GPS Wealth Strategies Group, LLC 0.00% Reduce -21.3% 100 $4K
Nvwm, LLC 0.00% Reduce -1.1% 93 $4K
Darwin Wealth Management, LLC 0.00% No change 94 $4K
McClarren Financial Advisors, Inc. 0.01% Reduce -51.6% 106 $4K
Coston, McIsaac & Partners 0.00% No change 114 $4K
DT Investment Partners, LLC 0.00% No change 88 $4K
PFG Private Wealth Management, LLC 0.00% Reduce -12.9% 88 $4K
Rogco, LP 0.00% No change 86 $4K
Clark Wealth Partners 0.00% — 84 $4K
One River Asset Management, LLC 0.01% New 83 $4K
Conquis Financial LLC 0.00% — 82 $4K
Cherry Tree Wealth Management, LLC 0.00% No change 78 $3K
Trifecta Capital Advisors, LLC 0.00% No change 76 $3K
TFC Financial Management, Inc. 0.00% No change 70 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +3.0% 69 $3K
Legacy Investment Solutions, LLC 0.00% No change 59 $3K
Legacy Wealth Managment, LLC 0.00% No change 59 $3K
Legend Financial Advisors, Inc. 0.00% New 64 $3K
Riggs Asset Managment Co. Inc. 0.00% Add +1.6% 64 $3K
FSA Wealth Management LLC 0.00% No change 62 $3K
Financial Life Planners 0.00% — 61 $3K
Spectrum Wealth Counsel, LLC 0.00% No change 60 $3K
Frazier Financial Advisors, LLC 0.00% No change 59 $3K
Capital A Wealth Management, LLC 0.00% — 35 $2K
Lanark Financial, Inc. 0.13% — 33 $1K
Principia Wealth Advisory, LLC 0.00% — 28 $1K
Winnacle Wealth LLC 0.00% — 27 $1K
Creekmur Asset Management LLC 0.00% No change 26 $1K
TD Capital Management LLC 0.00% New 26 $1K
Parkworth Wealth Management, Inc. 0.00% — 13 $564
WestEnd Advisors, LLC 0.00% Add +30.0% 13 $564
Country Trust Bank 0.00% No change 12 $521
WealthTrak Capital Management LLC 0.00% — 10 $434
Sugar Maple Asset Management, LLC 0.00% New 10 $434
DHJJ Financial Advisors, Ltd. 0.00% No change 10 $434
Chesapeake Asset Management LLC 0.00% Add +100.0% 10 $433
West Branch Capital LLC 0.00% No change 7 $304
Kohmann Bosshard Financial Services, LLC 0.00% New 7 $304
Y.D. More Investments Ltd 0.00% Add +99.2% 1,645 $196

"% of holder's portfolio" is TFC's weight in each manager's 13F, not the share of Truist Financial Corp. the manager owns.