Truist FinancialTFC

13F holders, Q1 2025 (March 31)
1,558holders −11
96new positions
107sold out
10famous investors
$41.02avg. 13F price*

At the end of Q1 2025, 1,558 institutions reported holding Truist Financial Corp. (TFC) in their 13F filings, down 11 from Q4 2024. 96 opened new positions and 107 sold out. The largest holders were Vanguard Group Inc. ($4.9B), Capital International Investors ($4.3B) and BlackRock, Inc. ($4.1B). 10 famous investors held it, including Steve Cohen (0.3% of Point72 Asset Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Cliff Asness (0.1% of AQR Capital 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions96$159.9M
Exits107$292.3M

All 13F filers, Q4 2024 → Q1 2025: 60,402,254 shares bought and 53,162,573 shares sold, net +7,239,681 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,558 holders

Vanguard Group Inc. 0.09% Reduce -0.2% 118,910,675 $4.9B
Capital International Investors 0.85% Add +15.5% 104,654,264 $4.3B
BlackRock, Inc. 0.09% Reduce -4.7% 99,325,918 $4.1B
State Street Corp. 0.10% Reduce -3.1% 61,666,831 $2.5B
Bank of America Corp. 0.14% Reduce -1.2% 37,761,111 $1.6B
JPMorgan Chase & Co. 0.11% Reduce -25.2% 36,158,636 $1.5B
Geode Capital Management, LLC 0.09% Add +0.5% 28,116,394 $1.2B
Amundi 0.34% Add +4.6% 24,774,656 $919.3M
Royal Bank of Canada 0.18% Add +2.3% 19,857,479 $817.1M
Morgan Stanley 0.06% Add +1.8% 19,260,358 $792.6M
Charles Schwab Investment Management Inc. 0.13% Reduce -0.3% 17,402,485 $716.1M
Northern Trust Corp. 0.09% Reduce -1.4% 14,238,972 $585.9M
Invesco Ltd. 0.10% Add +32.0% 13,140,282 $540.7M
FMR LLC 0.03% Add +18.7% 12,416,804 $511.0M
American Century Companies Inc. 0.30% Add +21.8% 12,041,524 $495.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% Reduce -3.5% 10,365,095 $426.5M
Norges Bank 0.06% Add +9.0% 10,124,217 $416.6M
Federated Hermes, Inc. 0.84% Add +0.9% 9,511,639 $391.4M
Bank of New York Mellon Corp 0.07% Reduce -1.0% 8,400,488 $345.7M
Legal & General Group Plc 0.09% Add +1.3% 8,119,119 $334.1M
Dimensional Fund Advisors LP 0.08% Add +5.4% 8,030,898 $330.4M
Goldman Sachs Group Inc. 0.05% Add +8.8% 6,969,045 $286.8M
UBS Group AG 0.06% Add +10.3% 6,780,259 $279.0M
Victory Capital Management Inc. 0.29% Add +922.9% 6,664,320 $274.2M
Macquarie Group Ltd. 0.32% Reduce -9.8% 6,153,507 $253.2M
Barclays PLC 0.11% Add +82.0% 5,796,768 $238.5M
Balyasny Asset Management L.P. 0.58% Add +146.5% 5,537,355 $227.9M
HighTower Advisors, LLC 0.26% Add +11.8% 4,605,468 $189.5M
Truist Financial Corp. 0.30% Add +0.5% 4,583,686 $188.6M
Cullen Capital Management, LLC 2.13% Reduce -2.4% 4,481,647 $184.4M
Raymond James Financial Inc. 0.07% Reduce -3.1% 4,422,589 $182.0M
Hotchkis & Wiley Capital Management LLC 0.60% Add +9.3% 4,342,819 $178.7M
Deutsche Bank AG 0.07% Reduce -29.0% 4,162,311 $171.3M
LPL Financial LLC 0.07% Add +6.0% 4,109,431 $169.1M
Wells Fargo & Company 0.04% Reduce -12.3% 3,915,319 $161.1M
Envestnet Asset Management Inc. 0.05% Add +1.8% 3,434,797 $141.3M
Bank of Montreal 0.07% Reduce -1.4% 3,141,238 $129.3M
Prudential Financial Inc. 0.18% Reduce -2.9% 3,138,653 $129.2M
National Pension Service 0.12% Add +5.9% 3,118,640 $128.3M
Jennison Associates LLC 0.09% Reduce -4.8% 3,079,749 $126.7M
Sumitomo Mitsui Trust Group, Inc. 0.09% Add +0.1% 3,017,358 $124.2M
Nuveen, LLC 0.04% — 2,865,834 $117.9M
HSBC Holdings PLC 0.08% Reduce -16.2% 2,753,848 $113.1M
T. Rowe Price Associates Inc. 0.01% Add +0.6% 2,738,239 $112.7M
Stifel Financial Corp. 0.12% Add +21.2% 2,717,885 $111.8M
Assenagon Asset Management S.A. 0.20% Add +610.8% 2,661,895 $109.5M
First Trust Advisors LP 0.10% Add +5.7% 2,635,857 $108.5M
Neuberger Berman Group LLC 0.09% Reduce -24.7% 2,621,088 $107.9M
BNP Paribas Financial Markets 0.08% Reduce -11.2% 2,609,195 $107.4M
Millennium Management 0.11% Add +0.7% 2,608,972 $107.4M
Rhumbline Advisers 0.10% Add +3.9% 2,554,642 $105.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.09% Add +12.1% 2,324,688 $95.7M
National Bank of Canada 0.11% Add +178.0% 2,289,868 $94.2M
Point72 Asset Management 0.27% Reduce -4.4% 2,257,370 $92.9M
Equity Investment Corp. 2.01% Reduce -1.6% 2,180,388 $89.7M
Sanders Capital, LLC 0.13% Reduce -0.9% 2,165,462 $89.1M
Franklin Resources Inc. 0.03% Add +2.3% 2,123,047 $87.4M
California Public Employees Retirement System 0.06% Reduce -1.4% 2,080,436 $85.6M
Burgundy Asset Management Ltd. 0.88% Reduce -3.0% 2,066,193 $85.0M
California State Teachers Retirement System 0.10% Reduce -1.1% 2,030,804 $83.6M
KBC Group NV 0.26% Reduce -1.4% 2,002,912 $82.4M
Parnassus Investments, LLC 0.20% Reduce -7.5% 1,982,313 $81.6M
Citigroup Inc. 0.06% Add +3.7% 1,926,460 $79.3M
Bessemer Group Inc. 0.14% Reduce -5.2% 1,886,777 $77.6M
AQR Capital Management 0.08% Add +12.3% 1,841,167 $74.2M
Susquehanna International Group, LLP 0.12% Add +140.6% 1,770,362 $72.9M
New York State Common Retirement Fund 0.10% Reduce -0.1% 1,662,147 $68.4M
Letko, Brosseau & Associates Inc. 1.44% Reduce -2.6% 1,647,146 $67.8M
Ameriprise Financial Inc. 0.02% Reduce -1.4% 1,588,104 $65.4M
Samlyn Capital, LLC 1.03% Reduce -56.7% 1,514,502 $62.3M
Swiss Life Asset Management Ltd 0.45% Add +1.8% 1,489,652 $61.3M
Principal Financial Group Inc. 0.03% Reduce -1.3% 1,466,471 $60.3M
Alliancebernstein L.P. 0.02% Reduce -0.9% 1,445,180 $59.5M
Prana Capital Management, LP 2.31% Reduce -48.8% 1,382,277 $56.9M
State Board of Administration of Florida Retirement System 0.11% Reduce -2.2% 1,341,398 $55.2M
Manufacturers Life Insurance Company, The 0.05% Reduce -1.9% 1,309,081 $53.9M
Homestead Advisers Corp 1.27% No change 1,263,100 $52.0M
Douglas Lane & Associates, LLC 0.76% Reduce -1.6% 1,257,157 $51.7M
Welch Group, LLC 2.23% Add +0.6% 1,254,371 $50.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.14% Add +39.3% 1,230,489 $50.6M
Epoch Investment Partners, Inc. 0.26% Reduce -4.8% 1,229,562 $50.6M
LSV Asset Management 0.12% Reduce -7.1% 1,214,600 $50.0M
Royal London Asset Management Ltd. 0.12% Add +6.8% 1,205,786 $49.6M
PNC Financial Services Group, Inc. 0.03% Reduce -0.3% 1,202,351 $49.5M
CANADA LIFE ASSURANCE Co 0.08% Add +0.2% 1,168,151 $48.2M
NFJ Investment Group, LLC 1.60% Reduce -8.6% 1,158,980 $47.7M
Fort Washington Investment Advisors Inc. 0.28% Add +4.1% 1,122,705 $46.2M
Jones Financial Companies LLLP 0.04% Add +35.6% 1,137,797 $46.0M
Capital Group Private Client Services, Inc. 0.43% Add +49.0% 1,059,094 $43.6M
Aberdeen Group plc 0.08% Reduce -5.9% 1,027,215 $41.9M
Sei Investments Co. 0.05% Add +2.6% 1,015,416 $41.8M
Capital International, Inc. 0.50% Add +20.5% 999,315 $41.1M
Janney Montgomery Scott LLC 0.11% Reduce -0.3% 966,482 $39.8M
Schroder Investment Management Group 0.04% Reduce -0.5% 956,647 $38.7M
Aviva PLC 0.09% Add +15.0% 928,181 $38.2M
Regal Partners Ltd 3.87% Add +37.9% 917,804 $37.8M
New York State Teachers Retirement System 0.09% Reduce -10.4% 909,918 $37.4M
State of Wisconsin Investment Board 0.09% Add +7.6% 881,042 $36.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.07% Add +0.2% 849,010 $34.9M
Pictet Asset Management Holding SA 0.04% Reduce -4.2% 848,209 $34.9M
Schwartz Investment Counsel Inc. 1.19% No change 838,695 $34.5M
Rhino Investment Partners, Inc 8.47% Add +39.1% 833,598 $34.3M
Twinbeech Capital LP 0.62% Add +13.8% 833,103 $34.3M
Chevy Chase Trust Holdings, LLC 0.11% Reduce -0.8% 814,301 $33.5M
Jane Street Group, LLC 0.06% Add +12.7% 814,140 $33.5M
STRS Ohio 0.14% Reduce -0.2% 794,083 $32.7M
Marshall Wace, LLP 0.04% Reduce -78.7% 775,694 $31.9M
Verition Fund Management LLC 0.19% Reduce -16.1% 761,183 $31.3M
Kornitzer Capital Management Inc. 0.64% Add +1.8% 750,164 $30.9M
Brandes Investment Partners, LP 0.31% Reduce -0.9% 742,024 $30.5M
Swedbank AB 0.04% Reduce -2.9% 741,076 $30.5M
Rafferty Asset Management, LLC 0.13% Reduce -30.1% 736,954 $30.3M
Captrust Financial Advisors 0.08% Reduce -3.4% 735,983 $30.3M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.14% Add +32.5% 727,240 $29.9M
Adage Capital Partners Gp, L.L.C. 0.05% Reduce -26.4% 710,964 $29.3M
Wealth Enhancement Advisory Services, LLC 0.06% Reduce -16.8% 709,902 $29.2M
Deroy & Devereaux Private Investment Counsel Inc. 1.68% Add +17.8% 700,155 $28.8M
SG Americas Securities, LLC 0.10% Add +51.6% 692,672 $28.5M
Commonwealth Equity Services, LLC 0.04% Add +2.1% 687,585 $28.3M
Toronto Dominion Bank 0.07% Add +2.2% 686,007 $28.2M
Squarepoint Ops LLC 0.07% Add +65.3% 672,510 $27.7M
APG Asset Management N.V. 0.09% Reduce -1.4% 722,400 $27.5M
Candriam S.C.A. 0.17% Add +15.8% 661,258 $27.2M
GW Henssler & Associates Ltd. 1.53% Add +28.9% 646,615 $26.6M
Zacks Investment Management 0.24% Add +3.6% 621,535 $25.6M
Two Sigma Advisers, LP 0.06% New 613,081 $25.2M
TD Asset Management Inc 0.02% Reduce -4.9% 612,107 $25.2M
Treasurer of the State of North Carolina 0.10% Add +4.1% 610,970 $25.1M
Tweedy, Browne Co LLC 2.22% Reduce -4.5% 607,846 $25.0M
Danske Bank A/S 0.08% Reduce -7.2% 605,848 $24.9M
Alps Advisors Inc. 0.14% Add +12.6% 595,813 $24.5M
Cubist Systematic Strategies, LLC 0.32% Add +1762.0% 584,992 $24.1M
Korea Investment CORP 0.06% Add +0.5% 581,021 $23.9M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -3.4% 572,780 $23.6M
Deprince Race & Zollo Inc. 0.48% Add +7.1% 557,901 $23.0M
Corient Private Wealth LP 0.04% Reduce -1.7% 557,681 $22.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Add +115.2% 557,485 $22.9M
Ofi Invest Asset Management 0.60% Add +0.3% 596,096 $22.7M
Public Employees Retirement System of Ohio 0.08% Reduce -3.2% 548,997 $22.6M
Asset Management One Co., Ltd. 0.08% Add +5.8% 547,172 $22.5M
Kodai Capital Management LP 0.89% Reduce -30.9% 546,670 $22.5M
DekaBank Deutsche Girozentrale 0.04% Reduce -2.3% 559,188 $22.3M
Cerity Partners LLC 0.04% Reduce -3.0% 532,506 $21.9M
Cetera Investment Advisers 0.04% Add +11.1% 527,270 $21.7M
Two Sigma Investments, LP 0.05% New 520,752 $21.4M
D. E. Shaw & Co. 0.03% Add +450.2% 510,009 $21.0M
Storebrand Asset Management As 0.07% Reduce -2.7% 501,585 $20.6M
Credit Agricole S A 0.08% Add +76.4% 500,384 $20.6M
North Reef Capital Management LP 0.89% New 500,001 $20.6M
Man Group plc 0.06% Reduce -24.3% 491,548 $20.2M
Mn Services Vermogensbeheer B.V. 0.16% Reduce -7.1% 486,900 $20.0M
Algebris (uk) Ltd. 3.82% Add +64.0% 524,022 $20.0M
AE Wealth Management LLC 0.17% Add +12.6% 483,389 $19.9M
DAVENPORT & Co LLC 0.12% Reduce -1.6% 483,422 $19.9M
Natixis Advisors, LLC 0.04% Reduce -2.5% 479,363 $19.7M
Resona Asset Management Co.,Ltd. 0.11% Add +6.6% 472,781 $19.4M
State of Tennessee, Department of Treasury 0.07% Reduce -1.9% 468,458 $19.3M
Godsey & Gibb, Inc. 1.86% Reduce -0.4% 459,451 $18.9M
KLP Kapitalforvaltning As 0.09% Add +1.2% 459,096 $18.9M
Advisors Capital Management, LLC 0.29% Add +5.1% 457,755 $18.8M
Nisa Investment Advisors, LLC 0.09% Add +4.0% 454,492 $18.7M
Natixis 0.11% Add +18087.1% 456,315 $18.6M
Synovus Financial Corp. 0.24% Add +0.8% 444,790 $18.3M
Professional Advisory Services Inc. 2.30% Add +3.7% 443,667 $18.3M
Nomura Asset Management Co. Ltd. 0.06% Reduce -3.6% 441,059 $18.1M
Eisler Capital Management Ltd. 0.54% Add +6458.2% 437,500 $18.0M
Skandinaviska Enskilda Banken AB (publ) 0.09% Add +63.3% 437,097 $18.0M
Comerica Bank 0.08% Reduce -2.8% 436,985 $18.0M
Mariner, LLC 0.03% Add +0.8% 436,288 $18.0M
Point72 Europe (London) LLP 1.24% Reduce -25.2% 436,073 $17.9M
Cantor Fitzgerald Investment Advisors L.P. 1.30% Add +4.6% 435,650 $17.9M
Russell Investments Group, Ltd. 0.02% Add +4.9% 432,277 $17.7M
State of New Jersey Common Pension Fund D 0.08% Reduce -10.1% 430,785 $17.7M
Harris Associates (Oakmark Funds) 0.03% Reduce -0.7% 412,310 $17.0M
Oppenheimer Asset Management Inc. 0.21% Add +1.3% 409,105 $16.8M
Cramer Rosenthal McGlynn LLC 1.19% Reduce -8.0% 400,785 $16.5M
Brandywine Global Investment Management, LLC 0.12% New 395,069 $16.3M
Silvercrest Asset Management Group LLC 0.12% Add +0.7% 391,044 $16.1M
Arizona State Retirement System 0.10% Add +1.3% 389,591 $16.0M
Robeco Institutional Asset Management B.V. 0.03% Add +347.5% 386,981 $15.9M
American Assets Investment Management, LLC 1.38% No change 384,000 $15.8M
State of Michigan Retirement System 0.09% Reduce -0.9% 383,643 $15.8M
AMF Tjanstepension AB 0.12% Reduce -12.2% 380,807 $15.7M
US Bancorp \de 0.02% Reduce -7.7% 375,145 $15.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.15% Add +711.0% 369,963 $15.2M
Ensign Peak Advisors, Inc 0.03% Reduce -9.6% 367,023 $15.1M
Manning & Napier Advisors LLC 0.18% Reduce -7.1% 363,336 $15.0M
Verity & Verity, LLC 1.31% Reduce -14.7% 362,951 $14.9M
Bokf, NA 0.26% Add +32.9% 359,455 $14.8M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Add +4.6% 355,689 $14.6M
Cambridge Investment Research Advisors, Inc. 0.05% Add +4.1% 353,690 $14.6M
Public Sector Pension Investment Board 0.06% Add +2.1% 351,885 $14.5M
KLCM Advisors, Inc. 1.69% Add +0.7% 350,818 $14.4M
Great Lakes Advisors, LLC 0.13% Add +3.7% 347,187 $14.2M
Interval Partners, LP 0.50% Reduce -63.1% 342,980 $14.1M
MetLife Investment Management, LLC 0.08% Reduce -2.7% 342,128 $14.1M
Sonora Investment Management Group, LLC 1.13% Add +2.0% 342,018 $14.1M
Bogart Wealth, LLC 0.66% Add +1.7% 337,388 $13.9M
Montgomery Investment Management Inc. 5.44% Reduce 0.0% 332,089 $13.7M
Baird Financial Group, Inc. 0.03% Add +3.6% 331,468 $13.6M
Peapack Gladstone Financial Corp. 0.20% Add +0.0% 329,872 $13.6M
Osaic Holdings, Inc. 0.03% Add +7.0% 329,278 $13.6M
Handelsbanken Fonder AB 0.06% Add +0.5% 328,093 $13.5M
Corebridge Financial, Inc. 0.08% Reduce -4.2% 327,911 $13.5M
Ategra Capital Management, LLC 10.86% No change 326,620 $13.4M
Rockefeller Capital Management L.P. 0.03% Reduce -9.4% 319,821 $13.2M
Delta Asset Management LLC 1.24% Reduce -0.3% 316,499 $13.0M
Trexquant Investment LP 0.15% Add +89.1% 312,405 $12.9M
Wilmington Savings Fund Society, FSB 0.24% Reduce -2.3% 310,372 $12.8M
Independent Advisor Alliance 0.42% Add +1.4% 308,893 $12.7M
Coerente Capital Management 2.48% Add +2.7% 308,734 $12.7M
ProShare Advisors LLC 0.03% Add +8.3% 308,176 $12.7M
Forsta Ap-Fonden 0.10% Add +5.8% 305,000 $12.6M
Czech National Bank 0.11% Add +5.0% 302,250 $12.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Add +6.6% 300,938 $12.4M
South Dakota Investment Council 0.25% Reduce -0.1% 296,564 $12.2M
Canada Pension Plan Investment Board 0.01% Add +6.5% 291,214 $12.0M
McRae Capital Management Inc. 2.52% Add +3.6% 290,974 $12.0M
Avity Investment Management Inc. 0.96% Add +3.0% 289,106 $11.9M
Guggenheim Capital LLC 0.11% Reduce -19.9% 288,158 $11.9M
MML Investors Services, LLC 0.04% Add +2.4% 288,122 $11.9M
Brookstone Capital Management 0.17% Add +4.0% 286,750 $11.8M
Citadel Advisors 0.01% Reduce -85.7% 284,077 $11.7M
Retirement Systems of Alabama 0.05% Reduce -73.8% 282,781 $11.6M
NorthCoast Asset Management LLC 0.06% Add +4.5% 281,505 $11.6M
Qube Research & Technologies Ltd 0.02% Reduce -68.4% 279,849 $11.5M
Creative Planning 0.01% Reduce -10.6% 279,468 $11.5M
Skba Capital Management LLC 1.71% Add +5.1% 279,000 $11.5M
O'shaughnessy Asset Management, LLC 0.09% Add +52.1% 277,969 $11.4M
M&G PLC 0.07% Add +2.9% 277,084 $11.4M
Salem Investment Counselors Inc. 0.39% Reduce -7.5% 270,712 $11.1M
Brown Advisory Inc. 0.02% Reduce -2.9% 268,011 $11.0M
Schaper Benz & Wise Investment Counsel Inc. 0.89% Add +1.5% 266,702 $11.0M
&partners 0.12% Add +78.6% 268,504 $10.9M
CIBC Asset Management Inc 0.04% Reduce -1.4% 263,630 $10.8M
Voya Investment Management LLC 0.01% Reduce -29.3% 261,974 $10.8M
Kanawha Capital Management LLC 0.84% Add +0.5% 261,745 $10.8M
Financial Counselors Inc. 0.16% Reduce -0.1% 261,710 $10.8M
Cadence Bank 0.77% Add +0.7% 260,183 $10.7M
Amalgamated Bank 0.09% Add +1.1% 257,702 $10.6M
Teacher Retirement System of Texas 0.04% Add +223.8% 255,744 $10.5M
Engineers Gate Manager LP 0.18% Add +32.1% 255,228 $10.5M
IFM Investors Pty Ltd 0.11% No change 254,008 $10.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Reduce -1.0% 253,879 $10.4M
Old National Bancorp 0.27% Reduce -0.9% 253,117 $10.4M
Sanctuary Advisors, LLC 0.07% Reduce -6.8% 244,893 $10.1M
Bryn Mawr Trust Advisors, LLC 0.60% Add +6.3% 243,787 $10.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +41.0% 242,489 $10.0M
Janus Henderson Group PLC 0.01% Add +36.6% 245,611 $9.9M
Varma Mutual Pension Insurance Co 0.08% Reduce -9.3% 239,480 $9.9M
Quantbot Technologies LP 0.31% Add +1695.2% 238,775 $9.8M
Modera Wealth Management, LLC 0.13% Reduce -0.3% 238,249 $9.8M
Pinnacle Associates Ltd. 0.14% Add +0.0% 235,964 $9.7M
DNB Asset Management AS 0.04% Reduce -2.9% 234,534 $9.7M
Systematic Alpha Investments, LLC 0.37% No change 233,937 $9.6M
Moore Capital Management, LP 0.38% Reduce -23.2% 232,287 $9.6M
Wealthcare Advisory Partners LLC 0.25% Reduce -8.9% 230,704 $9.5M
Nearwater Capital Markets, Ltd 0.27% No change 230,044 $9.5M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -7.0% 225,197 $9.3M
Wealthfront Advisers LLC 0.02% Add +21.6% 222,228 $9.1M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -63.2% 221,573 $9.1M
Utah Retirement Systems 0.10% No change 221,025 $9.1M
Boston Common Asset Management, LLC 0.28% Add +20.5% 220,214 $9.1M
Triglav Investments, D.O.O. 0.75% Reduce -5.3% 218,414 $9.0M
First National Trust Co 0.35% Add +0.8% 214,029 $8.8M
Parallax Volatility Advisers, L.P. 0.34% Reduce -23.1% 213,010 $8.8M
Cresset Asset Management, LLC 0.04% Reduce -0.9% 209,639 $8.6M
Benjamin Edwards Inc. 0.12% Add +5.7% 209,406 $8.6M
Kestra Advisory Services, LLC 0.04% Add +10.4% 206,588 $8.5M
Hunter Perkins Capital Management, LLC 1.95% Reduce -17.7% 203,402 $8.4M
USS Investment Management Ltd 0.06% No change 200,969 $8.3M
Cardinal Capital Management 1.27% Add +1.8% 198,813 $8.2M
Intact Investment Management Inc. 0.28% No change 198,200 $8.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Add +1.1% 195,475 $8.0M
Rowlandmiller & Partners.adv 1.69% Reduce -1.9% 194,678 $8.0M
Police & Firemen's Retirement System of New Jersey 0.08% Reduce -0.1% 193,824 $8.0M
Sheaff Brock Investment Advisors, LLC 0.73% Reduce -3.6% 192,888 $7.9M
Logan Capital Management Inc. 0.36% Add +0.2% 190,726 $7.8M
NewEdge Advisors, LLC 0.05% Add +19.1% 190,719 $7.8M
Socorro Asset Management LP 2.82% Add +1.9% 190,468 $7.8M
1834 Investment Advisors Co. 1.00% Reduce -3.9% 188,197 $7.7M
Daiwa Securities Group Inc. 0.03% Add +7.0% 187,703 $7.7M
Xponance LLC 0.07% Reduce -47.7% 187,135 $7.7M
Simplex Trading, LLC 0.27% New 186,150 $7.7M
Cibc World Market Inc. 0.02% Add +641.5% 182,711 $7.5M
Mercer Global Advisors Inc. 0.02% Add +3.0% 182,308 $7.5M
Cyndeo Wealth Partners, LLC 0.49% Add +6.2% 182,154 $7.5M
Yousif Capital Management, LLC 0.09% Reduce -0.6% 181,357 $7.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.09% Reduce -20.4% 180,598 $7.4M
B. Metzler seel. Sohn & Co. AG 0.08% Add +5.8% 180,366 $7.4M
Regions Financial Corp. 0.06% Reduce -17.6% 179,267 $7.4M
Point72 (DIFC) Ltd 0.71% New 178,987 $7.4M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.4% 178,223 $7.3M
Ibex Wealth Advisors 0.96% Add +0.6% 176,762 $7.3M
New York Life Investment Management LLC 0.07% Reduce -10.8% 175,952 $7.2M
Arkadios Wealth Advisors 0.27% Add +38.4% 175,163 $7.2M
Maltese Capital Management LLC 1.19% Add +6.1% 175,000 $7.2M
Ethic Inc. 0.14% Add +7.3% 174,460 $7.2M
NTV Asset Management LLC 0.95% Reduce -2.1% 172,936 $7.1M
Diversified Trust Co. 0.18% Reduce -3.5% 172,913 $7.1M
M&T Bank Corp 0.03% Reduce -5.7% 170,853 $7.0M
Pinebridge Investments, L.P. 0.06% New 170,344 $7.0M
QRG Capital Management, Inc. 0.07% Reduce -0.0% 170,101 $7.0M
Highland Capital Management, LLC 0.41% Reduce -1.2% 167,853 $6.9M
Argent Trust Co 0.28% Add +1.3% 166,208 $6.8M
Zions Bancorporation, National Association 0.43% — 165,706 $6.8M
Avantax Advisory Services, Inc. 0.04% Add +4.1% 164,921 $6.8M
Vinva Investment Management Ltd 0.27% Add +22.4% 166,145 $6.7M
Caisse de depot et placement du Quebec 0.01% Reduce -85.3% 163,030 $6.7M
Pathstone Holdings, LLC 0.03% Reduce -1.8% 162,840 $6.7M
Nissay Asset Management Corp. /Japan 0.04% Add +0.4% 161,749 $6.7M
Towne Trust Company, N.A 2.34% Reduce -2.9% 161,675 $6.7M
Alpha Omega Wealth Management LLC 1.27% Reduce -5.5% 161,032 $6.6M
Danica Pension, Livsforsikringsaktieselskab 0.13% Reduce -38.4% 161,000 $6.6M
LBP Am SA 0.10% Reduce -4.0% 160,248 $6.6M
Continental Advisors LLC 4.88% No change 159,650 $6.6M
Cibc World Markets Corp. 0.05% Reduce -33.9% 159,255 $6.6M
Alerus Financial NA 0.52% New 142,894 $6.6M
Schonfeld Strategic Advisors LLC 0.04% Reduce -10.5% 159,182 $6.6M
Reliant Investment Partners, LLC 6.64% Reduce -0.2% 158,271 $6.5M
Quantinno Capital Management LP 0.04% Add +61.1% 157,871 $6.5M
Davis Selected Advisers 0.04% Add +7.6% 156,431 $6.4M
Advisory Services Network, LLC 0.12% Add +2.3% 154,944 $6.4M
Kingsview Wealth Management, LLC 0.12% Reduce -0.5% 154,541 $6.4M
State of Alaska, Department of Revenue 0.07% Add +1.9% 154,183 $6.3M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +14.9% 156,101 $6.3M
Mutual of America Capital Management LLC 0.07% Reduce -3.8% 153,037 $6.3M
Mackenzie Financial Corp. 0.01% Add +26.8% 152,848 $6.3M
Linscomb Wealth, Inc. 0.31% Add +2.4% 152,804 $6.3M
Thrivent Financial for Lutherans 0.01% Reduce -9.9% 151,916 $6.3M
Montag A & Associates Inc. 0.31% Reduce -0.4% 151,466 $6.2M
Harvest Portfolios Group Inc. 0.18% Add +8.6% 146,821 $6.0M
Parcion Private Wealth LLC 0.49% Add +2.9% 145,951 $6.0M
Concurrent Investment Advisors, LLC 0.14% Add +8.9% 144,105 $5.9M
Freemont Management S.A. 2.32% Add +22.9% 143,500 $5.9M
Jamison Private Wealth Management, Inc. 0.90% Add +0.3% 142,920 $5.9M
CIBC Private Wealth Group LLC 0.01% Reduce -2.1% 167,170 $5.8M
OP Asset Management Ltd 0.10% — 141,787 $5.8M
Los Angeles Capital Management LLC 0.03% Reduce -12.1% 141,271 $5.8M
Oppenheimer & Co. Inc. 0.09% Add +2.2% 138,276 $5.7M
Associated Banc-Corp 0.17% Reduce -2.3% 138,165 $5.7M
Bank of Nova Scotia 0.01% Reduce -76.0% 137,789 $5.7M
Cornerstone Wealth Group, LLC 0.47% Add +9.2% 137,654 $5.7M
Empowered Funds, LLC 0.08% Add +33.2% 137,205 $5.6M
HB Wealth Management, LLC 0.05% Add +14.7% 136,982 $5.6M
Pinnacle Financial Partners Inc 0.11% Add +55.1% 134,363 $5.5M
Abn Amro Investment Solutions 0.12% Add +41.2% 134,304 $5.5M
Dakota Wealth Management 0.13% Reduce -11.9% 133,325 $5.5M
PGGM Investments 0.07% Add +47.7% 132,961 $5.5M
Stephens Inc. 0.08% Add +1.3% 131,712 $5.4M
Huber Capital Management LLC 1.02% Reduce -27.6% 131,464 $5.4M
Atria Investments, Inc 0.07% Reduce -2.3% 130,766 $5.4M
Vanguard Personalized Indexing Management, LLC 0.08% Add +7.2% 130,730 $5.4M
LaFleur & Godfrey LLC 0.72% Add +19.6% 129,370 $5.3M
Baugh & Associates, LLC 2.69% Reduce -0.4% 135,027 $5.3M
Choreo, LLC 0.08% Reduce -8.8% 128,707 $5.3M
United Capital Management of KS, Inc. 1.07% Add +2.8% 125,620 $5.2M
Loudon Investment Management, LLC 2.95% Add +2.0% 125,346 $5.2M
Chesley Taft & Associates LLC 0.25% Reduce -0.3% 124,161 $5.1M
Whitener Capital Management, Inc. 1.41% Reduce -2.2% 120,708 $5.0M
Shelton Capital Management 0.12% Reduce -6.6% 120,039 $4.9M
Federation des caisses Desjardins du Quebec 0.02% Add +17.1% 119,764 $4.9M
Griffith & Werner, Inc. 3.06% Add +15.4% 119,622 $4.9M
Focus Partners Wealth 0.01% Reduce -16.4% 119,477 $4.9M
Rakuten Investment Management, Inc. 0.02% — 120,598 $4.9M
Fifth Third Bancorp 0.02% Reduce -2.6% 116,831 $4.8M
Assetmark, Inc. 0.01% Add +24.9% 114,733 $4.7M
Country Club Bank 0.32% Add +155.2% 116,111 $4.7M
Bridge Creek Capital Management LLC 1.47% Reduce -2.9% 113,591 $4.7M
Oregon Public Employees Retirement Fund 0.09% Reduce -0.6% 113,075 $4.7M
Woodline Partners LP 0.03% Add +39.5% 111,177 $4.6M
GMO 0.01% Add +383.0% 110,848 $4.6M
Atom Investors LP 0.56% Reduce -29.5% 110,740 $4.6M
Allianz Asset Management GmbH 0.01% Add +4.8% 110,740 $4.6M
Dana Investment Advisors, Inc. 0.16% Reduce -19.3% 109,451 $4.5M
Townsquare Capital LLC 0.05% Add +6.5% 107,608 $4.4M
First Citizens Bank & Trust Co. 0.11% Add +0.3% 107,525 $4.4M
Kempner Capital Management Inc. 2.47% No change 106,692 $4.4M
Sompo Asset Management Co., Ltd. 0.81% Add +0.0% 106,495 $4.4M
Griffin Asset Management, Inc. 0.54% Reduce -3.9% 106,480 $4.4M
Patten & Patten Inc. 0.29% Reduce -2.9% 106,472 $4.4M
Nordea Investment Management AB 0.00% Add +0.4% 107,207 $4.4M
Colonial Trust Advisors 0.39% Add +8.1% 105,654 $4.3M
Mizuho Securities USA LLC 0.09% Reduce -16.3% 105,367 $4.3M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.13% Add +2462.4% 103,728 $4.3M
Proquility Private Wealth Partners, LLC 1.31% Add +4.0% 103,686 $4.3M
Cullinan Associates Inc. 0.30% Reduce -32.5% 103,235 $4.2M
Magnetar Financial LLC 0.06% Reduce -20.5% 103,069 $4.2M
Lido Advisors, LLC 0.03% Add +77.2% 102,489 $4.2M
Teachers Retirement System of the State of Kentucky 0.04% Add +3.1% 102,429 $4.2M
ASR Vermogensbeheer N.V. 0.06% — 101,882 $4.2M
Avanza Fonder AB 0.14% Reduce -0.1% 100,780 $4.2M
Sterling Investment Advisors, Ltd. 1.00% Reduce -3.5% 101,309 $4.2M
NEOS Investment Management LLC 0.08% Add +22.8% 101,140 $4.2M
Hedeker Wealth, LLC 1.12% Add +3.5% 100,849 $4.1M
Caption Management, LLC 0.19% Add +109.5% 100,585 $4.1M
Capital Investment Advisory Services, LLC 0.37% Reduce -60.3% 99,538 $4.1M
Fiduciary Alliance LLC 0.40% Add +1.0% 98,554 $4.1M
Peregrine Asset Advisers, Inc. 1.51% Add +76.0% 98,153 $4.0M
Wellington Shields Capital Management, LLC 0.73% Add +20.9% 97,992 $4.0M
Orion Porfolio Solutions, LLC 0.04% Reduce -2.1% 97,860 $4.0M
Orion Portfolio Solutions, LLC 0.04% Reduce -2.1% 97,860 $4.0M
Keybank National Association 0.02% Add +2.6% 96,474 $4.0M
Commerce Bank 0.02% Reduce -3.9% 93,306 $3.8M
Verdence Capital Advisors LLC 0.29% Add +6.0% 92,334 $3.8M
Axxcess Wealth Management, LLC 0.10% Add +13.6% 92,066 $3.8M
XML Financial, LLC 0.35% Reduce -5.9% 91,748 $3.8M
Wealth Group, Ltd. 2.44% Add +3.4% 91,613 $3.8M
Iowa State Bank 0.80% Add +1.8% 91,416 $3.8M
Kentucky Retirement Systems 0.11% Reduce -1.0% 91,143 $3.8M
Qsemble Capital Management, LP 0.40% New 90,416 $3.7M
United Bank 1.53% Add +19.0% 90,148 $3.7M
Clearstead Advisors, LLC 0.06% Reduce -0.9% 90,091 $3.7M
Inspire Trust Co, N.A. 0.88% Add +9.8% 90,000 $3.7M
SteelPeak Wealth, LLC 0.16% Add +14.8% 89,898 $3.7M
Global Wealth Management Investment Advisory, Inc. 0.74% Add +9.6% 89,660 $3.7M
Signature Wealth Management Group 1.44% Add +1.5% 89,518 $3.7M
Semmax Financial Advisors Inc. 0.99% Add +8.0% 93,562 $3.6M
Pacer Advisors, Inc. 0.01% Reduce -31.9% 88,389 $3.6M
Kestra Private Wealth Services, LLC 0.06% Add +5.6% 85,877 $3.5M
Am Investment Strategies LLC 0.85% Add +0.1% 85,566 $3.5M
New Age Alpha Advisors, LLC 0.16% Reduce -12.2% 85,359 $3.5M
Ieq Capital, LLC 0.03% Reduce -26.7% 85,098 $3.5M
StoneX Group Inc. 0.19% Add +3.8% 84,403 $3.5M
Van Eck Associates Corp. 0.00% Add +13.8% 84,089 $3.5M
Community Bank, N.A. 0.46% Add +1.6% 84,009 $3.5M
Equitable Trust Co. 0.19% Reduce -8.2% 83,973 $3.5M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -15.2% 83,899 $3.5M
HAP Trading, LLC 1.22% Add +21.3% 83,515 $3.4M
Private Advisor Group, LLC 0.02% Reduce -1.9% 82,928 $3.4M
Hengehold Capital Management LLC 0.32% Add +2.2% 82,615 $3.4M
Sandhill Capital Partners LLC 0.28% Add +8.9% 82,377 $3.4M
Bragg Financial Advisors, Inc 0.14% Reduce -3.2% 80,686 $3.3M
Garda Capital Partners LP 1.85% New 79,983 $3.3M
Hartford Investment Management Co. 0.11% Reduce -2.4% 79,969 $3.3M
Gulf International Bank (UK) Ltd 0.11% Reduce -23.9% 79,379 $3.3M
SCS Capital Management LLC 0.04% New 79,088 $3.3M
Waverly Advisors, LLC 0.04% Add +0.5% 78,613 $3.2M
TD Private Client Wealth LLC 0.09% Add +3.4% 78,564 $3.2M
Commonwealth Retirement Investments LLC 1.31% Add +0.1% 78,034 $3.2M
Thomasville National Bank 0.23% Add +1.2% 77,470 $3.2M
Wesbanco Bank Inc. 0.11% Reduce -18.2% 75,171 $3.1M
Glass Wealth Management Co LLC 1.83% Add +9.3% 74,308 $3.1M
HRT Financial LP 0.02% New 74,274 $3.1M
EJF Capital LP 1.94% New 74,250 $3.1M
Anchor Investment Management, LLC 0.28% Reduce -3.5% 73,387 $3.0M
Sandy Spring Bank 0.13% Reduce -12.0% 73,187 $3.0M
Advisors Asset Management, Inc. 0.06% Reduce -18.1% 72,997 $3.0M
Salzhauer Michael 1.90% Add +0.2% 72,384 $3.0M
Groupe la Francaise 0.06% Add +8.0% 71,697 $3.0M
Steward Partners Investment Advisory, LLC 0.03% Reduce -72.5% 71,803 $3.0M
Venture Visionary Partners LLC 0.12% Add +8.6% 71,333 $2.9M
Louisiana State Employees Retirement System 0.06% Reduce -0.8% 70,800 $2.9M
Edmp, Inc. 2.43% Reduce -0.9% 70,522 $2.9M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Add +3.9% 70,496 $2.9M
Drucker Wealth 3.0, LLC 0.64% Reduce -3.5% 70,251 $2.9M
Concord Wealth Partners 0.47% Add +0.0% 70,126 $2.9M
Norinchukin Bank, The 0.05% Add +14.9% 70,113 $2.9M
Securian Asset Management, Inc. 0.09% Reduce -2.3% 69,707 $2.9M
Alaska Permanent Fund Corp 0.04% No change 73,805 $2.8M
Atlantic Union Bankshares Corp 0.17% Add +33.0% 68,675 $2.8M
Colonial Trust Co / SC 0.43% Reduce -7.6% 67,848 $2.8M
Pettyjohn, Wood & White, Inc. 0.53% Reduce -17.0% 67,332 $2.8M
Camden National Bank 0.41% Add +0.3% 66,900 $2.8M
J.W. Cole Advisors, Inc. 0.09% Add +175.9% 66,794 $2.7M
Point72 Asia (Singapore) Pte. Ltd. 0.72% Add +70.0% 66,683 $2.7M
Csenge Advisory Group 0.15% Reduce -24.9% 75,695 $2.7M
Cary Street Partners Financial LLC 0.09% Reduce -2.1% 65,911 $2.7M
Principle Wealth Partners LLC 0.19% Add +0.0% 64,575 $2.7M
Metis Global Partners, LLC 0.07% Add +13.9% 64,557 $2.7M
Kavar Capital Partners Group, LLC 0.44% Reduce -0.9% 63,521 $2.6M
Maryland State Retirement & Pension System 0.06% Reduce -12.4% 62,404 $2.6M
MassMutual Private Wealth & Trust, FSB 0.07% Reduce -2.4% 62,283 $2.6M
Savant Capital, LLC 0.02% Reduce -15.9% 62,210 $2.6M
New Mexico Educational Retirement Board 0.09% Reduce -2.8% 62,088 $2.6M
Allspring Global Investments Holdings, LLC 0.00% Reduce -3.9% 61,899 $2.5M
E. Ohman J:or Asset Management AB 0.07% No change 60,980 $2.5M
Fulton Bank, N.A. 0.10% Reduce -0.5% 60,884 $2.5M
Motley Fool Asset Management LLC 0.14% Reduce -0.4% 60,719 $2.5M
Crossmark Global Holdings, Inc. 0.04% Reduce -2.1% 60,285 $2.5M
Moors & Cabot, Inc. 0.13% Reduce -9.6% 60,231 $2.5M
Holderness Investments Co. 0.57% Reduce -0.1% 59,749 $2.5M
Elo Mutual Pension Insurance Co 0.06% Reduce -54.9% 59,542 $2.5M
Peloton Wealth Strategists 1.05% Reduce -7.6% 59,400 $2.4M
Aigen Investment Management, LP 0.39% New 59,175 $2.4M
Lee Danner & Bass Inc. 0.20% Reduce 0.0% 59,147 $2.4M
ING Groep NV 0.02% Reduce -1.6% 58,834 $2.4M
Nkcfo LLC 1.12% No change 58,600 $2.4M
IFG Advisory, LLC 0.13% Reduce -0.2% 58,363 $2.4M
First Bank & Trust 0.46% Reduce -1.3% 58,218 $2.4M
CWA Asset Management Group, LLC 0.11% Add +18.8% 58,203 $2.4M
Simmons Bank 0.18% Add +3.2% 58,152 $2.4M
Gator Capital Management, LLC 0.91% No change 58,000 $2.4M
GWN Securities Inc. 0.13% Add +1230.7% 57,406 $2.4M
Stratos Wealth Partners, LTD. 0.04% Reduce -5.3% 57,286 $2.4M
Integrated Advisors Network LLC 0.12% Add +806.6% 57,264 $2.4M
Cwm, LLC 0.01% Add +11.7% 56,717 $2.3M
Y-Intercept (Hong Kong) Ltd 0.16% Add +421.9% 56,502 $2.3M
Arvest Bank Trust Division 0.15% Add +22.5% 56,327 $2.3M
Maxi Investments CY Ltd 0.46% Add +114.6% 56,000 $2.3M
Stock Yards Bank & Trust Co. 0.08% Reduce -10.3% 55,895 $2.3M
Hardin Capital Partners, LLC 1.40% Reduce -0.9% 55,617 $2.3M
Rather & Kittrell, Inc. 0.49% Add +0.0% 55,446 $2.3M
Laurel Wealth Advisors LLC 0.36% Reduce -0.9% 55,338 $2.3M
Dynamic Technology Lab Private Ltd 0.33% New 55,008 $2.3M
Principal Securities, Inc. 0.05% Add +0.2% 51,993 $2.3M
David Wealth Management LLC 1.87% No change 54,270 $2.2M
Hancock Whitney Corp. 0.07% Reduce -0.5% 53,594 $2.2M
Bailard, Inc. 0.06% Add +0.3% 53,325 $2.2M
Farmers National Bank 0.62% Reduce -0.7% 53,283 $2.2M
Capital Investment Counsel, Inc 0.33% Reduce -12.9% 53,225 $2.2M
Foster Victor Wealth Advisors, LLC 0.18% Reduce -0.2% 61,845 $2.2M
Apollon Wealth Management, LLC 0.05% Reduce -2.5% 53,112 $2.2M
Nicholas Hoffman & Company, LLC. 0.08% Reduce -0.7% 53,047 $2.2M
BlueChip Wealth Advisors LLC 1.07% Reduce -5.8% 53,035 $2.2M
Asio Capital, LLC 0.42% Reduce -48.1% 52,983 $2.2M
Heritage Trust Co 0.26% Reduce -0.3% 52,942 $2.2M
Poehling Capital Management, INC. 0.55% Add +2.9% 52,658 $2.2M
Novare Capital Management LLC 0.19% Reduce -25.7% 52,593 $2.2M
Huntington National Bank 0.02% Reduce -2.9% 52,211 $2.1M
Graves Light Lenhart Wealth, Inc. 0.26% Reduce -0.3% 52,039 $2.1M
Moloney Securities Asset Management, LLC 0.29% Reduce -24.3% 51,567 $2.1M
Daiichi Life Insurance Co., Ltd. 0.06% No change 51,538 $2.1M
Merit Financial Group, LLC 0.03% Add +31.3% 51,203 $2.1M
Park Avenue Securities LLC 0.03% Add +12.8% 51,161 $2.1M
IVC Wealth Advisors LLC 1.13% Reduce -0.3% 51,098 $2.1M
Triangle Securities Wealth Management 0.54% Reduce -10.1% 50,801 $2.1M
Thompson Siegel & Walmsley LLC 0.03% Reduce -1.3% 49,276 $2.0M
Catherine Avery Investment Management LLC 1.81% Add +9.2% 49,230 $2.0M
King Luther Capital Management Corp. 0.01% Reduce -0.0% 49,156 $2.0M
Culbertson A N & Co. Inc. 0.32% Reduce -1.5% 48,963 $2.0M
Wellington Management Group LLP 0.00% Reduce -58.1% 48,955 $2.0M
Centiva Capital, LP 0.12% Add +510.2% 48,923 $2.0M
Walleye Capital LLC 0.02% Reduce -1.8% 48,584 $2.0M
SeaCrest Wealth Management, LLC 0.22% Add +2.2% 48,231 $2.0M
Signaturefd, LLC 0.04% Reduce -1.7% 48,200 $2.0M
First American Bank 0.15% Add +3.3% 48,197 $2.0M
AG2R La Mondiale Gestion D'actifs 0.11% — 50,167 $2.0M
Praxis Investment Management Inc. 0.13% No change 47,920 $2.0M
Cordgrass Capital Advisors, LLC 0.56% Add +27.5% 47,733 $2.0M
OMERS ADMINISTRATION Corp 0.02% Reduce -14.4% 47,639 $2.0M
KMG Fiduciary Partners, LLC 0.16% Add +21.0% 47,639 $2.0M
Prospera Financial Services Inc 0.04% Add +5.5% 47,629 $2.0M
Carnegie Investment Counsel 0.05% Add +6.1% 55,401 $1.9M
Southern Capital Advisors, LLC 1.08% New 47,191 $1.9M
Disciplined Equity Management, Inc. 1.35% Reduce -3.3% 47,010 $1.9M
Argyle Capital Management, LLC 0.72% Add +1.5% 46,966 $1.9M
Pathway Financial Advisers, LLC 0.66% Reduce -2.7% 46,960 $1.9M
Capital International Sarl 0.04% Add +377.3% 46,828 $1.9M
Prudential PLC 0.01% Reduce -19.5% 46,752 $1.9M
Commerzbank Aktiengesellschaft 0.04% Add +73.9% 46,626 $1.9M
Trust Co. of Toledo NA 0.25% Add +2.8% 46,156 $1.9M
Hills Bank & Trust Co 0.13% Add +2.4% 46,109 $1.9M
Empirical Finance, LLC 0.11% Add +1.9% 45,964 $1.9M
Marco Investment Management LLC 0.18% Reduce -0.8% 45,906 $1.9M
CW Advisors, LLC 0.02% Add +8.9% 45,779 $1.9M
Capital Investment Advisors, LLC 0.04% Add +15.7% 45,581 $1.9M
ZWJ Investment Counsel Inc. 0.08% Reduce -2.1% 45,463 $1.9M
Abundance Wealth Counselors 0.39% Add +9.1% 45,163 $1.9M
Tower Research Capital LLC (TRC) 0.06% Reduce -48.0% 45,036 $1.9M
Intech Investment Management LLC 0.02% No change 44,906 $1.8M
United Capital Financial Advisors, LLC 0.02% Add +7.2% 44,552 $1.8M
GHP Investment Advisors, Inc. 0.09% Add +1.6% 44,433 $1.8M
Fearless Solutions, LLC dba Best Invest 1.41% Add +0.0% 44,050 $1.8M
Marotta Asset Management 0.35% Reduce -0.2% 42,197 $1.8M
Ahl Investment Management, Inc. 1.24% Reduce -0.3% 43,744 $1.8M
Investors Research Corp 0.39% Add +0.5% 43,378 $1.8M
Blue Trust, Inc. 0.02% Add +12.4% 43,020 $1.8M
AIA Group Ltd 0.04% Add +31.2% 42,805 $1.8M
Glenmede Trust Co. NA 0.01% Add +7.8% 42,680 $1.8M
Vident Advisory, LLC 0.03% Reduce -24.3% 42,438 $1.7M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.7% 41,854 $1.7M
Caprock Group, LLC 0.05% Add +9.0% 41,846 $1.7M
Argent Advisors, Inc. 0.57% Add +1.0% 41,585 $1.7M
Nomura Holdings Inc. 0.01% Reduce -26.9% 41,544 $1.7M
Foundations Investment Advisors, LLC 0.03% Reduce -0.3% 41,261 $1.7M
Arvest Investments, Inc. 0.27% Add +18.7% 41,223 $1.7M
Tradewinds, LLC. 0.48% Reduce -1.1% 41,053 $1.7M
J. Safra Sarasin Holding AG 0.03% Add +10.8% 40,745 $1.7M
one8zero8, LLC 0.39% Reduce -1.8% 40,403 $1.7M
Heritage Wealth Advisors 0.08% Reduce -0.2% 40,180 $1.7M
HF Advisory Group, LLC 0.72% Add +14.2% 40,096 $1.6M
Level Four Advisory Services, LLC 0.07% Reduce -2.6% 40,040 $1.6M
Cornercap Investment Counsel Inc. 0.86% Reduce -1.1% 39,758 $1.6M
Mutual Advisors, LLC 0.05% Add +18.7% 43,319 $1.6M
Bridgefront Capital, LLC 0.47% Reduce -14.2% 39,653 $1.6M
Twin City Private Wealth, LLC 1.43% Add +8.3% 39,515 $1.6M
Kentucky Trust Co 0.96% Reduce -1.7% 39,445 $1.6M
Octavia Wealth Advisors, LLC 0.20% Reduce -10.4% 39,360 $1.6M
Ballast, Inc. 0.46% Add +0.7% 39,348 $1.6M
Aquatic Capital Management LLC 0.04% Reduce -28.7% 39,119 $1.6M
Icon Advisers Inc. 0.38% No change 39,100 $1.6M
Morningstar Investment Services LLC 0.29% Reduce -55.9% 38,963 $1.6M
Norris Financial Group, LLC 0.75% Add +2.5% 38,913 $1.6M
Kentucky Retirement Systems Insurance Trust Fund 0.11% New 38,820 $1.6M
Crews Bank & Trust 0.27% Add +0.4% 38,814 $1.6M
Neville Rodie & Shaw Inc. 0.12% Add +3.2% 38,683 $1.6M
Diamant Asset Management, Inc. 1.21% Reduce -3.0% 38,621 $1.6M
Tokio Marine Asset Management Co. Ltd. 0.06% Add +4.4% 38,478 $1.6M
Bleakley Financial Group, LLC 0.05% Add +1.6% 38,358 $1.6M
Kintegral Advisory, LLC 0.16% Reduce -0.3% 38,357 $1.6M
Sequoia Financial Advisors, LLC 0.01% Add +9.2% 38,333 $1.6M
UMB Bank, n.a. 0.03% Reduce -77.7% 38,208 $1.6M
OneDigital Investment Advisors LLC 0.02% Add +12.2% 38,039 $1.6M
Berkeley Capital Partners, LLC 0.43% Add +5.0% 38,009 $1.6M
Lanark Financial, Inc. 0.13% — 37,916 $1.6M
Generali Asset Management SPA SGR 0.04% Add +540.8% 37,774 $1.6M
Citizens & Northern Corp. 0.44% Add +3.2% 37,743 $1.6M
Marietta Investment Partners LLC 0.37% Reduce -0.9% 37,738 $1.6M
Auto-Owners Insurance Co 0.04% Reduce -95.7% 12,300 $1.6M
Independence Bank of Kentucky 0.24% Reduce -4.0% 37,611 $1.5M
Investment Management Corp of Ontario 0.03% Reduce -52.3% 37,532 $1.5M
Jacobi Capital Management LLC 0.11% Add +2.9% 37,356 $1.5M
Wealth Alliance, LLC 0.19% Add +1.2% 37,167 $1.5M
JT Stratford LLC 0.27% Reduce -44.0% 37,157 $1.5M
Legacy Financial Advisors, Inc. 0.25% Reduce -7.5% 36,769 $1.5M
Arcus Capital Partners, LLC 0.61% Add +3.4% 36,722 $1.5M
Ostrum Asset Management 0.08% Reduce -20.4% 36,636 $1.5M
St. Johns Investment Management Company, LLC 0.74% Reduce -0.0% 36,602 $1.5M
Hodges Capital Management Inc. 0.15% Add +32.7% 36,321 $1.5M
Allworth Financial LP 0.01% Reduce -7.0% 38,981 $1.5M
Hennion & Walsh Asset Management, Inc. 0.07% Add +10.9% 35,683 $1.5M
Physicians Financial Services, Inc. 0.47% Reduce -3.4% 35,543 $1.5M
Financial Partners Group, LLC 0.63% Add +0.1% 35,386 $1.5M
Princeton Capital Management LLC 0.51% New 35,247 $1.5M
AMG National Trust Bank 0.04% Reduce -77.2% 35,195 $1.4M
Mindset Wealth Management, LLC 0.56% Reduce -0.8% 34,823 $1.4M
Argentarii, LLC 0.71% Add +5.7% 34,754 $1.4M
Payden & Rygel 0.12% Reduce -91.0% 34,400 $1.4M
Raleigh Capital Management Inc. 0.64% Reduce -2.7% 34,116 $1.4M
Beacon Pointe Advisors, LLC 0.02% Reduce -3.2% 33,980 $1.4M
Wolverine Trading, LLC 0.04% Reduce -49.3% 34,364 $1.4M
Tounjian Advisory Partners, LLC 0.26% — 33,744 $1.4M
Stonebridge Capital Advisors LLC 0.11% Reduce -9.1% 33,642 $1.4M
Eagle Bluffs Wealth Management LLC 0.73% Add +0.6% 33,627 $1.4M
Wealth Advisors of Tampa Bay, LLC 0.56% Add +52.4% 33,237 $1.4M
BankPlus Trust Department 0.45% Add +19.8% 32,888 $1.4M
New England Research & Management, Inc. 0.69% Reduce -1.0% 32,784 $1.3M
Belpointe Asset Management LLC 0.07% Add +159.8% 32,536 $1.3M
Hennessy Advisors Inc. 0.04% Add +20.4% 32,500 $1.3M
Blair William & Co. 0.00% Reduce -4.3% 32,338 $1.3M
D.A. Davidson & Co. 0.01% Add +2.2% 31,900 $1.3M
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.61% New 31,600 $1.3M
Applied Capital LLC 1.04% Reduce -0.1% 31,513 $1.3M
Quadrant Capital Group LLC 0.05% Add +231.1% 31,429 $1.3M
Aptus Capital Advisors, LLC 0.01% Add +0.1% 31,279 $1.3M
Voya Financial Advisors, Inc. 0.14% Add +6.6% 31,698 $1.3M
PBMares Wealth Management LLC 0.25% Add +5.6% 30,912 $1.3M
Taylor Financial Group, Inc. 0.88% Add +0.7% 30,708 $1.3M
Wealthspire Advisors, LLC 0.01% Reduce -8.8% 30,633 $1.3M
AssuredPartners Investment Advisors, LLC 0.24% Add +10.2% 30,626 $1.3M
GTS Securities LLC 0.05% Add +3.3% 30,583 $1.3M
Canandaigua National Bank & Trust Co. 0.13% Reduce -0.3% 30,576 $1.3M
Frank, Rimerman Advisors LLC 0.10% Add +3.5% 30,475 $1.3M
Sierra Summit Advisors LLC 0.27% Add +6.2% 30,159 $1.2M
United Services Automobile Association 0.04% No change 30,600 $1.2M
Atria Wealth Solutions, Inc. 0.01% Reduce -44.0% 29,922 $1.2M
Quadcap Wealth Management, LLC 0.18% Add +6.8% 29,761 $1.2M
Brooks, Moore & Associates, Inc. 0.69% No change 29,726 $1.2M
Trust Co. of Vermont 0.06% Reduce -7.5% 29,668 $1.2M
Congress Asset Management Co. 0.01% Reduce -8.3% 29,303 $1.2M
V-Square Quantitative Management LLC 0.18% Add +6.2% 29,207 $1.2M
Allen Mooney & Barnes Investment Advisors LLC 0.20% Reduce -2.6% 29,205 $1.2M
MCF Advisors LLC 0.09% Reduce -1.0% 29,167 $1.2M
Empower Advisory Group, LLC 0.00% Add +319.8% 29,143 $1.2M
Ballentine Partners, LLC 0.02% Add +8.3% 29,028 $1.2M
Integrated Wealth Concepts LLC 0.01% Add +3.6% 28,965 $1.2M
Bahl & Gaynor LLC 0.01% Reduce -1.2% 28,933 $1.2M
Sound View Wealth Advisors Group, LLC 0.10% Add +2.8% 28,899 $1.2M
BCS Wealth Management 0.31% Add +0.4% 28,901 $1.2M
Caisse Des Depots Et Consignations 0.06% Reduce -44.9% 28,842 $1.2M
Ossiam 0.02% Reduce -77.0% 28,757 $1.2M
Gotham Asset Management 0.01% Add +3.2% 28,661 $1.2M
Mgo One Seven LLC 0.05% Reduce -29.4% 28,603 $1.2M
IMC-Chicago, LLC 0.05% Reduce -53.9% 28,534 $1.2M
Caxton Associates LLP 0.04% — 28,468 $1.2M
Infrastructure Capital Advisors, LLC 0.20% Add +6.9% 28,227 $1.2M
Teza Capital Management LLC 0.53% Reduce -50.0% 28,215 $1.2M
Patten Group, Inc. 0.27% Reduce -8.5% 28,190 $1.2M
GAMMA Investing LLC 0.09% Add +7.9% 28,101 $1.2M
River Wealth Advisors LLC 0.16% Reduce -11.1% 28,040 $1.2M
Ally Financial Inc. 0.13% No change 28,000 $1.2M
Dividend Assets Capital, LLC 0.21% Reduce -0.0% 27,364 $1.1M
William B. Walkup & Associates, Inc. 0.68% No change 27,224 $1.1M
Hilltop Holdings Inc. 0.07% Add +10.1% 27,128 $1.1M
Founders Financial Alliance, LLC 0.27% Reduce -0.4% 27,051 $1.1M
New Century Financial Group, LLC 1.29% Reduce -0.3% 27,005 $1.1M
United Bank 0.14% No change 27,000 $1.1M
Meeder Advisory Services, Inc. 0.07% Reduce -5.2% 26,914 $1.1M
Linden Thomas Advisory Services, LLC 0.14% Add +1.4% 26,827 $1.1M
Tiaa Trust, National Association 0.00% Add +12.2% 26,732 $1.1M
Trust Co of the South 0.23% Reduce -0.1% 26,728 $1.1M
iSAM Funds (UK) Ltd 0.54% New 26,689 $1.1M
Impax Asset Management Group plc 0.01% Add +3.6% 26,596 $1.1M
WealthShield Partners, LLC 0.14% Add +2.8% 26,324 $1.1M
Paradigm Capital Management, LLC 1.12% Reduce -13.3% 26,220 $1.1M
Focus Partners Advisor Solutions, LLC 0.02% Add +37.4% 26,202 $1.1M
Davis Investment Partners, LLC 0.47% Reduce -4.7% 29,617 $1.1M
Mufg Securities Americas Inc. 0.12% Add +18.1% 25,982 $1.1M
RBF Capital, LLC 0.07% No change 25,900 $1.1M
Lowe Brockenbrough & Co. Inc. 0.07% Reduce -0.8% 25,881 $1.1M
Ted Buchan & Co 0.50% Reduce -0.4% 25,821 $1.1M
West Paces Advisors Inc. 0.24% Add +2337.3% 25,811 $1.1M
Bank & Trust Co 0.86% Add +15.1% 25,655 $1.1M
KG Capital Management 0.34% Add +13.0% 25,579 $1.1M
Old North State Trust, LLC 0.67% No change 24,235 $1.1M
Tidal Investments LLC 0.01% Reduce -17.2% 25,312 $1.0M
Great Lakes Retirement, Inc. 0.14% Add +4.1% 25,279 $1.0M
Fortis Capital Advisors, LLC 0.21% Add +367.5% 25,163 $1.0M
Badgley Phelps Wealth Managers, LLC 0.02% Add +0.0% 25,109 $1.0M
International Assets Investment Management, LLC 0.09% Reduce -8.3% 25,043 $1.0M
Fifth Third Wealth Advisors LLC 0.05% Add +13.0% 24,977 $1.0M
Horizon Investments, LLC 0.03% Add +2.6% 25,251 $1.0M
MADDEN SECURITIES Corp 0.40% No change 24,900 $1.0M
Meitav Investment House Ltd. 0.02% Add +20.4% 24,750 $1.0M
Comprehensive Financial Consultants Institutional, Inc. 0.36% Reduce -2.6% 24,748 $1.0M
XTX Topco Ltd 0.05% Reduce -9.3% 24,725 $1.0M
Rokos Capital Management LLP 0.03% New 24,702 $1.0M
Bridges Investment Management Inc. 0.01% No change 24,681 $1.0M
Bank Ozk 0.42% Reduce -0.9% 24,673 $1.0M
Community Trust & Investment Co. 0.06% Add +67.4% 24,640 $1.0M
Welch & Forbes LLC 0.01% Reduce -8.3% 24,612 $1.0M
Oak Thistle LLC 0.20% New 24,474 $1.0M
Snowden Capital Advisors LLC 0.03% Reduce -0.6% 24,278 $999K
Vestcor Inc 0.03% Reduce -6.6% 24,244 $998K
Centaurus Financial, Inc. 0.06% Add +71.5% 24,111 $992K
Fourthstone LLC 0.24% Add +100.0% 24,000 $988K
Cornerstone Select Advisors, LLC 0.93% New 23,920 $984K
Patton Albertson Miller Group, LLC 0.15% Reduce -20.6% 23,889 $983K
VestGen Advisors, LLC 0.04% — 23,862 $982K
Dover Advisors, LLC 0.43% Add +53.8% 23,760 $978K
Greenwood Capital Associates LLC 0.13% Reduce -3.2% 23,742 $977K
Smith Chas P & Associates Pa Cpas 0.06% Reduce -8.5% 23,731 $977K
World Investment Advisors 0.03% Reduce -4.5% 23,586 $971K
HighPoint Advisor Group LLC 0.06% Reduce -9.6% 25,017 $970K
Certified Advisory Corp 0.11% Reduce -1.0% 23,519 $968K
Banque Cantonale Vaudoise 0.04% — 23,435 $965K
Nicolet Bankshares Inc. 0.19% Reduce -17.1% 23,397 $963K
Provident Investment Management, Inc. 0.09% Add +1.6% 23,320 $960K
Huntleigh Advisors, Inc. 0.16% Add +2.1% 23,183 $954K
Brighton Jones LLC 0.03% Reduce -2.2% 23,068 $949K
EPG Wealth Management LLC 0.26% Add +4.1% 22,972 $945K
Meridian Wealth Management, LLC 0.05% Add +5.1% 22,942 $944K
Financial Security Advisor, Inc. 0.24% Reduce -1.0% 22,880 $942K
Widmann Financial Services, Inc. 0.73% Reduce -0.4% 22,867 $941K
Moody National Bank Trust Division 0.10% Add +0.4% 22,792 $938K
Fiduciary Family Office, LLC 0.31% New 22,790 $938K
Summit Trail Advisors, LLC 0.03% Add +26.1% 22,742 $936K
Weaver C. Barksdale & Associates, Inc. 0.88% Reduce -2.4% 22,393 $921K
Fort Sheridan Advisors LLC 0.14% Reduce -14.2% 22,354 $920K
RFG Advisory, LLC 0.02% Reduce -2.6% 22,354 $920K
Monument Capital Management 0.28% No change 22,280 $917K
Procyon Advisors, LLC 0.06% Add +50.4% 24,473 $917K
Marino, Stram & Associates LLC 0.20% Add +0.1% 22,124 $910K
BHK Investment Advisors, LLC 0.38% Reduce -24.8% 22,087 $909K
Ingalls & Snyder LLC 0.03% Reduce -8.3% 22,058 $908K
Ascent Group, LLC 0.04% Add +7.0% 22,012 $906K
Coldstream Capital Management Inc. 0.02% Add +2.5% 21,888 $901K
Glenview Trust Co 0.02% Add +1.6% 21,782 $896K
Siemens Fonds Invest GmbH 0.06% Add +2.4% 21,759 $895K
Salomon & Ludwin, LLC 0.10% Reduce -1.3% 21,739 $895K
Driehaus Capital Management LLC 0.01% No change 21,719 $894K
Oakworth Capital, Inc. 0.06% No change 21,536 $886K
Dodge & Cox 0.00% Reduce -61.8% 21,512 $885K
Vestmark Advisory Solutions, Inc. 0.02% Add +63.8% 21,479 $884K
Capital Fund Management S.A. 0.01% Reduce -86.9% 21,462 $883K
AXA S.A. 0.00% Reduce -4.1% 21,271 $875K
TOWER TRUST & INVESTMENT Co 0.70% — 22,775 $873K
Canandaigua National Trust Co of Florida 0.77% Add +6.3% 21,210 $873K
Smartleaf Asset Management LLC 0.08% Add +7.7% 21,475 $869K
Scotia Capital Inc. 0.00% Add +165.4% 21,111 $869K
Burke & Herbert Bank & Trust Co. 0.21% Reduce -12.0% 21,003 $864K
NewSquare Capital LLC 0.07% Add +2.3% 20,997 $864K
Profund Advisors LLC 0.04% Reduce -20.5% 20,963 $863K
Morse Asset Management, Inc 0.22% New 20,950 $862K
Compass Ion Advisors, LLC 0.10% Reduce -0.3% 20,940 $862K
Intrua Financial, LLC 0.13% Add +17.6% 20,939 $862K
PARK CIRCLE Co 0.77% No change 20,930 $861K
Lebenthal Global Advisors, LLC 0.16% Add +0.6% 20,830 $857K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +0.1% 20,788 $855K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.03% New 20,700 $852K
Applied Finance Capital Management, LLC 0.06% Reduce -2.6% 20,638 $849K
Sigma Planning Corp 0.03% Add +0.0% 20,629 $849K
Gsa Capital Partners LLP 0.08% Add +10.7% 20,612 $848K
Cornerstone Advisors, LLC 0.04% No change 20,600 $848K
BIP Wealth, LLC 0.05% Reduce -0.3% 20,460 $842K
Adapt Wealth Advisors, LLC 0.41% Add +78.9% 20,456 $842K
Capital Asset Advisory Services LLC 0.04% Reduce -2.5% 20,206 $840K
Farther Finance Advisors, LLC 0.02% Add +42.4% 20,464 $839K
Avior Wealth Management, LLC 0.03% Add +224.0% 20,375 $838K
Carson Advisory Inc. 0.56% Add +0.0% 20,295 $835K
B. Riley Wealth Advisors, Inc. 0.03% Add +35.9% 20,170 $830K
Leavell Investment Management, Inc. 0.04% Reduce -2.3% 20,169 $830K
Brown Brothers Harriman & Co. 0.01% Add +2.6% 20,119 $828K
Staley Capital Advisers Inc. 0.04% Reduce -7.0% 20,000 $823K
Trust Investment Advisors 0.53% Add +2.9% 19,941 $821K
Cerro Pacific Wealth Advisors LLC 0.27% Reduce -0.5% 18,890 $819K
Keystone Financial Group, Inc. 0.58% Reduce -0.6% 21,017 $819K
Douglass Winthrop Advisors, LLC 0.02% Add +4.4% 19,820 $816K
Gratus Wealth Advisors, LLC 0.13% Add +0.8% 19,678 $810K
McKinley Carter Wealth Services, Inc. 0.05% Add +1.6% 19,657 $809K
TCV Trust & Wealth Management, Inc. 0.07% Add +2.1% 19,491 $802K
Plimoth Trust Co. LLC 0.21% Reduce -5.6% 19,377 $797K
SouthState Bank Corp 0.04% Reduce -9.0% 19,362 $797K
TCW Group Inc. 0.01% Add +3.4% 19,344 $796K
Geneos Wealth Management Inc. 0.03% Add +36.9% 19,270 $793K
Leisure Capital Management 0.33% Add +11.8% 19,247 $792K
NewEdge Wealth, LLC 0.01% Reduce -12.3% 19,171 $789K
Aspire Private Capital, LLC 0.20% Add +10.4% 19,104 $786K
RFP Financial Group LLC 0.32% Reduce -0.2% 19,076 $785K
Tandem Investment Advisors, Inc. 0.03% Reduce -24.0% 18,998 $782K
Todd Asset Management LLC 0.02% Add +0.3% 18,986 $781K
Forum Financial Management, LP 0.01% Add +0.1% 18,898 $778K
RMR Wealth Builders 0.08% Reduce -1.4% 18,892 $777K
CSS LLC 0.15% No change 18,618 $766K
AlphaStar Capital Management, LLC 0.08% Reduce -0.0% 18,524 $762K
WESPAC Advisors, LLC 0.62% New 18,510 $762K
Legacy Capital Wealth Partners, LLC 0.19% Reduce -7.5% 18,494 $761K
Register Financial Advisors LLC 0.39% Add +25.5% 18,399 $757K
Prevail Innovative Wealth Advisors, LLC 0.20% Add +161.6% 18,303 $753K
SVB Wealth LLC 0.03% Reduce -19.5% 18,269 $752K
U.S. Capital Wealth Advisors, LLC 0.02% Add +114.7% 18,225 $750K
Pitcairn Co. 0.05% Reduce -1.2% 18,201 $749K
Valeo Financial Advisors, LLC 0.02% Reduce -0.5% 18,181 $748K
American Trust 0.18% No change 18,147 $747K
Elevated Capital Advisors, LLC 0.21% Add +2.8% 18,124 $746K
Cornerstone Advisory, LLC 0.09% Add +0.3% 19,089 $744K
Sheets Smith Wealth Management 0.09% Add +0.1% 18,076 $744K
Gallagher Fiduciary Advisors, LLC 0.02% Add +2.6% 17,984 $740K
Invst, LLC 0.10% Reduce -2.8% 17,960 $739K
Sagespring Wealth Partners, LLC 0.02% Add +32.5% 17,860 $735K
Johnson Investment Counsel Inc. 0.01% Add +34.2% 17,814 $733K
Vontobel Holding Ltd. 0.00% Reduce -15.5% 17,813 $733K
Pine Valley Investments Ltd Liability Co 0.05% Add +0.1% 17,740 $730K
Brady Family Wealth, LLC 0.23% Add +0.1% 17,668 $727K
First County Bank 0.40% Reduce -2.5% 17,663 $727K
Insigneo Advisory Services, LLC 0.07% Add +4.7% 17,632 $726K
Mayfair Advisory Group, LLC 0.42% No change 17,597 $724K
Ignite Planners, LLC 0.14% Add +7.2% 18,763 $724K
Oddo BHF Asset Management Sas 0.03% Reduce -37.5% 17,523 $721K
Venturi Wealth Management, LLC 0.04% Add +4.2% 17,509 $720K
First Horizon Advisors, Inc. 0.02% Add +2.0% 17,466 $719K
3Chopt Investment Partners, LLC 0.19% Add +48.6% 17,293 $712K
Strategic Advisors LLC 0.14% No change 17,100 $704K
Axq Capital, LP 0.28% Add +69.4% 17,066 $702K
Plato Investment Management Ltd 0.06% Add +32.1% 16,799 $699K
OmniStar Financial Group, Inc. 0.55% Add +0.5% 16,803 $692K
Freedom Investment Management, Inc. 0.06% Add +10.3% 16,759 $690K
Citizens Financial Group Inc. 0.01% Add +14.2% 16,711 $688K
Gabelli Funds LLC 0.01% No change 16,700 $687K
EP Wealth Advisors, LLC 0.01% Add +16.7% 16,626 $684K
Resources Management Corp. /CT/ 0.10% No change 16,600 $683K
Beese Fulmer Investment Management, Inc. 0.06% Add +1.9% 16,587 $683K
Wealth Quarterback LLC 0.38% Add +8.4% 16,572 $682K
Community Bank & Trust, Waco, Texas 0.16% Add +7.9% 16,500 $679K
HM Payson & Co. 0.01% Add +11.1% 16,499 $679K
Dudley Capital Management, LLC 0.36% No change 16,328 $672K
Legacy Wealth Asset Management, LLC 0.19% Reduce -2.6% 16,316 $671K
Essex Financial Services, Inc. 0.05% Add +0.7% 16,266 $669K
Fourpath Capital Management, LLC 0.12% Reduce -0.1% 16,242 $668K
Patriot Financial Group Insurance Agency, LLC 0.09% Add +2.5% 16,218 $667K
Signature Estate & Investment Advisors LLC 0.02% Reduce -3.6% 15,999 $658K
Canal Capital Management, LLC 0.11% Reduce -5.9% 15,994 $658K
Broyhill Asset Management, LLC 0.54% No change 15,980 $658K
FLC Capital Advisors 0.15% No change 15,849 $652K
Kingswood Wealth Advisors, LLC 0.06% Add +8.5% 15,828 $651K
IHT Wealth Management, LLC 0.02% Add +0.2% 15,821 $651K
Cullen/Frost Bankers, Inc. 0.01% Add +0.8% 15,802 $650K
Fiduciary Trust Co 0.01% Add +17.0% 15,766 $649K
Woodard & Co. Asset Management Group Inc. 0.14% Reduce -3.6% 15,702 $646K
Inspirion Wealth Advisors, LLC 0.09% No change 15,700 $646K
Eads & Heald Wealth Management 0.33% Reduce -12.7% 15,654 $644K
Atticus Wealth Management, LLC 0.21% No change 15,634 $643K
AlTi Global, Inc. 0.02% Reduce -1.1% 15,604 $642K
My Legacy Advisors, LLC 0.25% Add +15.9% 15,485 $637K
Sumitomo Life Insurance Co. 0.02% Add +1.3% 15,437 $635K
Prime Capital Investment Advisors, LLC 0.01% Add +47.5% 15,410 $634K
Greenleaf Trust 0.01% Add +12.4% 15,397 $634K
City Holding Co. 0.09% No change 15,368 $632K
Foster & Motley Inc. 0.04% Reduce -4.5% 15,328 $631K
Trust Asset Management LLC 0.05% Reduce -2.9% 15,324 $631K
Strategic Blueprint, LLC 0.03% Add +5.8% 15,234 $627K
Private Trust Co. NA 0.06% Add +8.4% 15,205 $626K
Raiffeisen Bank International AG 0.01% Add +12.9% 15,462 $626K
Fox Run Management, L.L.C. 0.10% New 15,188 $625K
Silver Oak Securities, Incorporated 0.06% Add +6.3% 15,421 $624K
Compound Planning, Inc. 0.03% Reduce -11.5% 15,145 $623K
Busey Bank 0.02% Reduce -3.3% 15,133 $623K
CenterStar Asset Management, LLC 0.89% New 15,054 $620K
ExodusPoint Capital Management, LP 0.01% Reduce -98.4% 15,039 $619K
Fee-Only Financial Planning, L.C. 0.42% Reduce -5.3% 15,041 $619K
Panagora Asset Management Inc. 0.00% Add +2.6% 15,009 $618K
Northwest & Ethical Investments L.P. 0.02% Reduce -9.1% 15,000 $617K
Loomis Sayles & Co. L P 0.00% No change 14,973 $616K
Legacy Capital Group California, Inc. 0.21% Add +47.2% 14,930 $614K
Partners in Financial Planning 0.12% Add +8.3% 14,808 $609K
F/m Investments LLC 0.02% Reduce -93.6% 14,748 $609K
MAI Capital Management 0.00% Add +8.3% 14,791 $609K
Evergreen Capital Management LLC 0.02% Reduce -0.9% 14,777 $608K
Riverbend Wealth Management, LLC 0.54% Add +1.0% 14,775 $608K
LMR Partners LLP 0.02% Add +1718.8% 14,769 $608K
Centurion Wealth Management LLC 0.19% No change 13,990 $607K
Premier Path Wealth Partners, LLC 0.09% Add +4.9% 14,723 $606K
Moisand Fitzgerald Tamayo, LLC 0.08% Reduce -6.9% 14,712 $605K
Farringdon Capital, Ltd. 0.31% New 14,707 $605K
Spire Wealth Management 0.02% Reduce -38.6% 14,659 $603K
Murphy, Middleton, Hinkle & Parker, Inc. 0.34% No change 14,585 $600K
Montag & Caldwell, LLC 0.14% No change 14,562 $599K
Oak Hill Wealth Advisors, LLC 0.14% Reduce -0.1% 14,521 $598K
Naples Global Advisors, LLC 0.06% Add +3.4% 14,420 $593K
Symphony Financial, Ltd. Co. 0.35% Reduce -45.7% 16,348 $592K
Centennial Wealth Advisory LLC 0.21% Add +20.2% 14,365 $591K
Sterling Capital Management LLC 0.01% Add +77.7% 14,353 $591K
First Financial Group Corp 0.67% Reduce -1.3% 14,341 $590K
Icon Wealth Advisors, LLC 0.05% Reduce -0.8% 14,294 $588K
Rossmore Private Capital 0.07% Reduce -15.3% 14,251 $586K
Arax Advisory Partners 0.04% Add +90.9% 14,053 $578K
Prosperity Wealth Management, Inc. 0.27% No change 14,024 $577K
Callan Family Office, LLC 0.04% Reduce -10.1% 13,928 $573K
X-Square Capital, LLC 0.25% Add +16.1% 13,899 $572K
North Star Investment Management Corp. 0.04% Reduce -5.4% 13,842 $570K
Pines Wealth Management, LLC 0.26% Reduce -2.9% 16,300 $569K
YANKCOM Partnership 0.31% Reduce -2.2% 13,822 $569K
PFG Investments, LLC 0.04% Reduce -4.3% 13,795 $568K
Guardian Wealth Advisors, LLC / NC 0.05% Reduce -0.3% 13,777 $567K
Fiduciary Group, LLC 0.06% No change 13,717 $564K
Oxford Asset Management LLP 0.26% Reduce -20.9% 13,697 $564K
NBT Bank, N.A. 0.04% Add +9.4% 13,691 $563K
Illinois Municipal Retirement Fund 0.01% No change 13,599 $560K
Hoxton Planning & Management, LLC 0.21% Reduce -4.6% 13,576 $559K
Pinnacle Holdings, LLC 0.25% No change 13,520 $556K
Midland Wealth Advisors, LLC 0.03% Reduce -15.8% 13,493 $555K
Cigna Investments Inc. 0.10% Reduce -1.6% 13,476 $555K
Eastover Investment Advisors LLC 0.27% Reduce -21.0% 13,481 $555K
Archer Investment Corp 0.14% Add +0.0% 13,410 $552K
Waterloo Capital, L.P. 0.05% Add +20.5% 13,397 $551K
Checchi Capital Advisers, LLC 0.04% Add +2.7% 13,356 $550K
Prosperity Consulting Group, LLC 0.04% Add +2.4% 13,338 $549K
Exencial Wealth Advisors, LLC 0.02% Add +3.7% 13,265 $546K
Supplemental Annuity Collective Trust of NJ 0.17% No change 13,123 $540K
First City Capital Management, Inc. 0.32% Reduce -13.1% 13,122 $540K
Equitable Holdings, Inc. 0.01% Add +14.7% 13,120 $540K
SummitTX Capital, L.P. 0.02% — 13,081 $538K
Marcum Wealth, LLC 0.05% Add +0.7% 13,051 $537K
Alteri Wealth LLC 0.23% Reduce -10.6% 12,956 $533K
Chilton Investment Co. Inc. 0.01% No change 12,950 $533K
Aviance Capital Partners, LLC 0.07% Add +10.8% 12,939 $532K
Whittier Trust Co. 0.01% Reduce -8.3% 12,934 $532K
Westhampton Capital, LLC 0.29% Reduce -7.2% 12,925 $532K
RKL Wealth Management LLC 0.05% Add +0.0% 12,907 $531K
Nicolet Advisory Services, LLC 0.05% Reduce -17.9% 14,889 $531K
Duncan Williams Asset Management, LLC 0.19% Reduce -3.6% 12,876 $530K
Gladstone Institutional Advisory LLC 0.02% Reduce -12.6% 12,875 $530K
Ransom Advisory, Ltd 0.26% Add +0.6% 12,800 $527K
Morningstar Investment Management LLC 0.04% Reduce -18.2% 12,780 $526K
Chemung Canal Trust Co. 0.12% No change 12,712 $523K
Hazlett, Burt & Watson, Inc. 0.23% Add +9.3% 12,608 $520K
Wealth Alliance Advisory Group, LLC 0.11% Reduce -3.0% 12,624 $519K
HBK Sorce Advisory LLC 0.02% Add +28.3% 12,615 $519K
Evercore Wealth Management, LLC 0.01% Add +0.1% 12,613 $519K
Westwood Holdings Group Inc. 0.00% Add +0.8% 12,590 $518K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -45.0% 12,561 $517K
Forefront Wealth Partners, LLC 0.35% Add +0.1% 12,552 $517K
Ameritas Investment Partners, Inc. 0.02% Reduce -3.1% 12,537 $516K
Aull & Monroe Investment Management Corp 0.26% No change 12,535 $516K
Uncommon Cents Investing LLC 0.15% Reduce -0.1% 12,522 $515K
Farmers & Merchants Investments Inc. 0.02% Reduce -13.7% 12,508 $515K
Texas Yale Capital Corp. 0.02% Add +2.0% 12,498 $514K
Landscape Capital Management, L.L.C. 0.05% New 12,448 $512K
LVW Advisors, LLC 0.06% Reduce -16.1% 12,447 $512K
Live Oak Private Wealth LLC 0.08% Reduce -17.9% 12,384 $510K
Mitchell McLeod Pugh & Williams Inc. 0.10% Add +0.0% 12,295 $506K
Thompson Investment Management, Inc. 0.08% Reduce -16.4% 12,276 $505K
Keel Point, LLC 0.04% Reduce -2.5% 12,213 $503K
San Luis Wealth Advisors LLC 0.11% New 12,124 $499K
Koshinski Asset Management, Inc. 0.04% Add +12.0% 12,122 $499K
Shepherd Financial Partners LLC 0.06% Add +15.4% 12,092 $498K
Penserra Capital Management LLC 0.01% Reduce -23.6% 12,119 $497K
Pathway Financial Advisors LLC 0.09% Reduce -0.5% 12,059 $496K
Banco Santander, S.A. 0.01% Add +17.6% 12,031 $495K
Washington Capital Management, Inc. 0.40% No change 12,000 $494K
Heritage Investors Management Corp. 0.02% No change 11,775 $485K
Intrust Bank NA 0.05% Add +2.0% 11,767 $484K
Klingman & Associates, LLC 0.03% Add +2.2% 11,756 $484K
Sculati Wealth Management, LLC 0.19% No change 11,659 $480K
Cutter & CO Brokerage, Inc. 0.11% New 11,653 $480K
Nalls Sherbakoff Group, LLC 0.39% — 11,622 $478K
Quadrant Private Wealth Management, LLC 0.12% Reduce -2.5% 11,592 $477K
Tower Bridge Advisors 0.05% Reduce -17.7% 11,590 $477K
NorthRock Partners, LLC 0.02% Reduce -10.9% 11,549 $475K
Ellevest, Inc. 0.03% Add +31.6% 11,510 $474K
Financial Management Network Inc. 0.11% Reduce -27.2% 13,300 $467K
Vaughan David Investments LLC 0.01% Reduce -5.0% 11,352 $467K
Good Life Advisors, LLC 0.03% Reduce -6.2% 11,279 $464K
Jain Global LLC 0.01% New 11,226 $462K
SLT Holdings LLC 0.45% No change 11,114 $457K
Annis Gardner Whiting Capital Advisors, LLC 0.19% Reduce -0.1% 11,113 $457K
Cidel Asset Management Inc. 0.03% No change 11,111 $457K
BSW Wealth Partners 0.07% Add +0.3% 11,084 $456K
Longfellow Investment Management Co. LLC 0.11% No change 11,083 $456K
Roxbury Financial LLC 0.45% Reduce -1.4% 9,815 $455K
BLB&B Advisors, LLC 0.02% Add +4.0% 11,040 $454K
Financial Management Professionals, Inc. 0.06% Add +3.0% 11,017 $453K
ICONIQ Capital, LLC 0.01% Add +21.5% 10,993 $452K
Franklin Street Advisors Inc. 0.03% No change 10,957 $451K
Alliance Wealth Advisors, LLC 0.26% Add +1.3% 10,947 $450K
EverSource Wealth Advisors, LLC 0.02% Add +5.9% 10,925 $450K
MBL Wealth, LLC 0.05% Add +40.6% 10,881 $448K
Pallas Capital Advisors LLC 0.02% Add +18.5% 10,856 $447K
Perpetual Ltd 0.01% No change 10,851 $447K
Verum Partners LLC 0.12% Add +1.9% 10,766 $443K
Shell Asset Management Co. 0.02% Add +9.9% 10,769 $443K
Perigon Wealth Management, LLC 0.01% Reduce -1.3% 10,691 $440K
Rothschild Investment LLC 0.03% Reduce -95.7% 10,666 $439K
R Squared Ltd 0.47% New 10,610 $437K
Wright Investors Service Inc. 0.14% Reduce -8.9% 10,606 $436K
CreativeOne Wealth, LLC 0.01% Add +42.2% 10,564 $435K
Allstate Corp. 0.01% Reduce -73.8% 10,549 $434K
Valmark Advisers, Inc. 0.01% Reduce -0.5% 10,532 $433K
Pine Harbor Wealth Management, LLC 0.17% No change 10,508 $432K
Westover Capital Advisors, LLC 0.10% Reduce -14.3% 10,466 $431K
Parallel Advisors, LLC 0.01% Reduce -5.5% 10,394 $428K
Rehmann Capital Advisory Group 0.03% Add +2.3% 10,361 $426K
Successful Portfolios LLC 0.29% Add +0.1% 10,361 $426K
Smith Salley Wealth Management 0.03% Add +10.9% 10,347 $426K
Hamilton Capital Partners Inc. 0.03% Reduce -24.2% 10,227 $421K
W.G. Shaheen & Associates DBA Whitney & Co 0.04% Reduce -1.3% 10,187 $419K
Crawford Investment Counsel Inc. 0.01% Reduce -6.7% 10,169 $418K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -1.3% 10,162 $418K
Taylor Hoffman Capital Management LLC 0.15% No change 10,188 $418K
Moneta Group Investment Advisors LLC 0.01% Reduce -11.2% 10,148 $418K
Bingham Private Wealth, LLC 0.43% Add +39.6% 10,147 $418K
Balentine LLC 0.02% New 10,013 $412K
American Assets Inc. 0.14% No change 10,000 $412K
Cassaday & Co Wealth Management LLC 0.01% Reduce -8.3% 9,995 $411K
Good Steward Wealth Advisors,LLC 0.37% — 9,992 $411K
Clarius Group, LLC 0.03% Reduce -2.2% 9,987 $411K
Wilkins Investment Counsel Inc. 0.06% No change 9,975 $410K
Kennebec Savings Bank 0.43% Reduce -2.4% 9,963 $410K
Boltwood Capital Management 0.12% Add +0.1% 9,950 $409K
Conning Inc. 0.01% Add +55.5% 9,892 $407K
Parkside Financial Bank & Trust 0.05% Add +4.8% 9,829 $404K
WealthTrust Axiom LLC 0.12% No change 9,811 $404K
International Private Wealth Advisors LLC 0.39% Add +11.8% 9,796 $403K
Stonebridge Financial Group, LLC 0.04% Reduce -4.2% 9,789 $403K
Southeast Asset Advisors, LLC 0.05% No change 9,765 $402K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 9,744 $401K
Lansforsakringar Fondforvaltning AB (publ) 0.00% Reduce -52.6% 9,731 $400K
Sowell Financial Services LLC 0.02% Reduce -12.6% 9,703 $399K
Gardner Russo & Quinn 0.00% Add +0.8% 9,692 $399K
Cypress Capital Group 0.05% Reduce -1.1% 9,662 $398K
Wealthspire Retirement, LLC 0.03% Add +0.1% 9,609 $395K
Wedmont Private Capital 0.02% Reduce -9.6% 11,162 $395K
Park Place Capital Corp 0.11% Add +28.2% 9,587 $395K
Continuum Advisory, LLC 0.05% Add +5.3% 9,565 $394K
Valley National Advisers Inc. 0.07% Reduce -1.7% 9,558 $393K
Aspiriant, LLC 0.01% Add +3.5% 9,460 $389K
Trivium Point Advisory, LLC 0.05% Reduce -2.0% 9,437 $388K
Concord Asset Management, LLC 0.09% No change 10,449 $388K
5T Wealth, LLC 0.22% Reduce -0.1% 9,411 $387K
Stonegate Investment Group, LLC 0.01% Add +49.9% 9,410 $387K
Maven Securities LTD 0.08% Reduce -61.9% 9,407 $387K
Newman Dignan & Sheerar, Inc. 0.10% Reduce -6.4% 9,316 $383K
Lazard Asset Management LLC 0.00% Reduce -35.1% 9,294 $382K
Jaffetilchin Investment Partners, LLC 0.03% Reduce -5.9% 9,280 $382K
Summit Asset Management, LLC 0.07% Add +0.1% 9,221 $379K
MTM Investment Management, LLC 0.15% Add +0.2% 9,245 $379K
Sage Mountain Advisors LLC 0.03% Reduce -12.9% 9,215 $379K
Toth Financial Advisory Corp. 0.05% Add +16.9% 9,197 $378K
Rede Wealth, LLC 0.13% Reduce -1.1% 9,185 $378K
Parthenon LLC 0.05% No change 9,155 $377K
Everett Harris & Co. 0.00% No change 9,133 $376K
Keudell/Morrison Wealth Management 0.09% Reduce -0.1% 9,112 $375K
FSB Premier Wealth Management, Inc. 0.15% Reduce -0.5% 9,107 $375K
Ferguson Wellman Capital Management, Inc. 0.01% Add +66.6% 9,085 $374K
Hayek Kallen Investment Management 0.14% No change 9,047 $372K
Clark Capital Management Group, Inc. 0.00% Add +0.1% 9,013 $371K
Fisher Asset Management 0.00% Add +6.8% 9,007 $371K
Catalyst Funds Management Pty Ltd 0.10% Reduce -6.3% 9,000 $370K
Outfitters Financial LLC 0.33% Reduce -4.3% 8,981 $370K
Fortress Private Ledger, LLC 0.21% Reduce -0.4% 8,980 $370K
HHM Wealth Advisors, LLC 0.05% Add +0.2% 8,947 $368K
Jump Financial, LLC 0.01% Reduce -88.3% 8,930 $367K
Fiducient Advisors LLC 0.05% Reduce -4.3% 8,915 $367K
Arlington Trust Co LLC 0.08% Reduce -2.0% 8,892 $366K
Greatmark Investment Partners, Inc. 0.05% Add +26.8% 8,876 $365K
Code Waechter LLC 0.30% New 8,874 $365K
Avalon Trust Co 0.03% Reduce -32.5% 8,775 $361K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Reduce -21.5% 8,766 $361K
Aaron Wealth Advisors LLC 0.04% Add +12.7% 8,691 $358K
Tocqueville Asset Management L.P. 0.01% Reduce -14.4% 8,681 $357K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 8,650 $356K
Colonial River Investments, LLC 0.19% Add +1.2% 8,545 $352K
Hardy Reed LLC 0.03% Reduce -2.5% 8,521 $351K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -0.4% 8,475 $349K
Clark Financial Services Group Inc. 0.24% New 8,474 $349K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% Reduce -0.6% 8,435 $347K
Lecap Asset Management Ltd. 0.08% Reduce -70.9% 8,416 $346K
IFP Advisors, Inc 0.01% Add +2.3% 8,406 $346K
Chancellor Financial Group WB LP 0.29% Add +10.8% 8,396 $345K
Cypress Wealth Services, LLC 0.07% Add +0.2% 8,341 $343K
Davis R M Inc. 0.01% Add +38.1% 8,335 $343K
Ti-Trust, Inc. 0.23% No change 8,330 $343K
Cornerstone Advisors Asset Management, LLC 0.07% Add +0.9% 8,281 $341K
Dorsey & Whitney Trust CO LLC 0.02% Add +0.5% 8,260 $340K
Abacus Planning Group, Inc. 0.06% Add +0.9% 8,244 $339K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -7.9% 8,242 $339K
Cim Investment Management Inc. 0.08% Reduce -0.1% 8,227 $339K
New Hampshire Trust 0.08% Add +0.9% 8,220 $338K
Curi Capital, LLC 0.01% Add +37.9% 8,201 $337K
Founders Grove Wealth Partners, LLC 0.09% No change 8,198 $337K
Wynn Capital, LLC 0.20% New 8,174 $336K
CX Institutional 0.01% Reduce -1.6% 8,174 $336K
Institute for Wealth Management, LLC. 0.04% No change 8,134 $335K
Carolinas Wealth Consulting LLC 0.07% Reduce -10.6% 8,104 $333K
LBMC Investment Advisors, LLC 0.03% Reduce -3.8% 8,098 $333K
Nwam LLC 0.03% Reduce -3.7% 8,087 $333K
Formidable Asset Management, LLC 0.06% No change 8,077 $332K
Total Wealth Planning & Management, Inc. 0.34% No change 8,036 $331K
Manske Wealth Management 0.12% Reduce -16.6% 8,009 $330K
Compagnie Lombard Odier SCmA 0.00% No change 8,000 $329K
Novus Advisors, LLC 0.33% Reduce -0.6% 7,984 $329K
First Dallas Securities Inc. 0.14% Add +53.1% 7,961 $328K
111 Capital 0.06% New 7,956 $327K
BankPlus Wealth Management LLC 0.24% Add +7.2% 7,910 $325K
1ST Source Bank 0.02% Add +2.1% 7,896 $325K
Brookwood Investment Group LLC 0.06% — 7,828 $322K
Syon Capital LLC 0.03% New 7,752 $319K
Haverford Trust Co 0.00% Add +3.5% 7,751 $319K
Birmingham Capital Management Co. Inc. 0.12% Reduce -1.5% 7,735 $318K
Eagle Strategies LLC 0.06% Reduce -8.6% 7,727 $318K
Aldebaran Financial Inc. 0.39% No change 7,711 $317K
Virtu Financial LLC 0.02% Reduce -50.5% 7,711 $317K
First United Bank & Trust 0.12% Add +171.2% 7,696 $317K
Chicago Partners Investment Group LLC 0.01% Add +55.1% 8,174 $316K
Morris Financial Concepts, Inc. 0.13% No change 7,688 $316K
MBB Public Markets I LLC 0.04% New 7,688 $316K
Tompkins Financial Corp. 0.03% Add +41.6% 7,662 $315K
Howard Capital Management, LLC 0.01% Reduce -13.3% 7,640 $314K
ForthRight Wealth Management, LLC 0.10% Reduce -2.4% 7,614 $313K
Hexagon Capital Partners LLC 0.06% Add +3.0% 7,527 $310K
HUB Investment Partners, LLC 0.01% Add +1.2% 7,478 $308K
Simon Quick Advisors, LLC 0.02% Add +36.7% 7,470 $307K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +0.0% 7,492 $307K
Beverly Hills Private Wealth, LLC 0.06% Add +1.6% 7,444 $306K
Stone Summit Wealth LLC 0.10% No change 7,400 $305K
Westpac Banking Corp. 0.02% Reduce -12.0% 7,388 $304K
MainStreet Investment Advisors LLC 0.04% Reduce -12.9% 7,384 $304K
tru Independence LLC 0.09% Add +0.7% 7,358 $303K
Nilsine Partners, LLC 0.03% Add +9.4% 7,330 $302K
Catalyst Financial Partners LLC 0.06% Add +6.3% 7,278 $299K
Aegis Wealth Management LLC 0.18% Reduce -0.0% 7,276 $299K
Paragon Private Wealth Management, LLC 0.14% New 7,266 $299K
SageView Advisory Group, LLC 0.01% Add +30.9% 7,237 $298K
NORTHSTAR ASSET MANAGEMENT Co 0.07% No change 7,193 $296K
Paragon Capital Management Ltd 0.06% Add +1.1% 7,190 $296K
Ballew Advisors, Inc 0.20% Add +1.8% 8,309 $294K
Lyell Wealth Management, LP 0.03% New 7,143 $294K
Personal Cfo Solutions, LLC 0.06% Reduce -5.2% 7,119 $293K
J.Safra Asset Management Corp 0.02% Add +63.0% 7,118 $293K
Select Asset Management & Trust 0.12% No change 7,097 $292K
Whipplewood Advisors, LLC 0.17% Reduce -4.5% 7,115 $291K
Blake Schutter Theil Wealth Advisors, LLC 0.33% No change 7,042 $290K
Aprio Wealth Management, LLC 0.04% Reduce -0.7% 7,039 $290K
Sage Investment Counsel LLC 0.36% Reduce -23.9% 6,992 $288K
SkyView Investment Advisors, LLC 0.04% New 6,984 $287K
Global Assets Advisory, LLC 0.05% New 7,531 $286K
Biltmore Family Office, LLC 0.05% No change 6,950 $286K
CI Investments Inc. 0.00% Reduce -6.0% 6,916 $285K
Convergence Financial, LLC 0.06% Reduce -1.2% 6,881 $283K
United Community Bank 0.11% Add +12.7% 6,878 $283K
Quantessence Capital LLC 0.07% Reduce -22.7% 6,775 $279K
Caldwell Trust Co 0.03% Add +27.1% 6,749 $278K
Apella Capital, LLC 0.01% New 7,301 $277K
Ritholtz Wealth Management 0.01% Add +19.7% 6,738 $277K
Quotient Wealth Partners, LLC 0.01% Add +3.2% 6,737 $277K
Sapient Capital LLC 0.01% Reduce -0.7% 6,719 $276K
Heartwood Wealth Advisors LLC 0.03% No change 6,698 $276K
Meridian Financial Partners LLC 0.14% Reduce -0.5% 6,687 $275K
Cornerstone Management, Inc. 0.05% No change 6,678 $275K
Cambria Investment Management, L.P. 0.02% No change 6,678 $275K
Councilmark Asset Management, LLC 0.18% No change 6,650 $274K
Norden Group LLC 0.03% Add +36.3% 6,648 $274K
Keystone Financial Group 0.03% Reduce -2.3% 6,643 $273K
Hill Investment Group Partners, LLC 0.04% Reduce -14.2% 6,638 $273K
Wagner Wealth Management, LLC 0.07% Reduce -0.4% 6,630 $273K
Accurate Wealth Management, LLC 0.05% Add +9.8% 7,682 $272K
Fonville Wealth Management LLC 0.08% No change 6,841 $270K
Calton & Associates, Inc. 0.06% Add +13.9% 6,573 $270K
Capstone Investment Advisors, LLC 0.00% Add +13.4% 6,532 $269K
Boothbay Fund Management, LLC 0.01% New 6,529 $269K
Canton Hathaway, LLC 0.05% No change 6,516 $268K
Mather Group, Llc. 0.00% Add +17.9% 6,452 $266K
Peachtree Investment Partners, LLC 0.10% Reduce -1.9% 6,429 $265K
Bridgewater Advisors Inc. 0.02% New 6,800 $264K
Financial Advocates Investment Management 0.02% Reduce -66.2% 6,392 $263K
Patrick M Sweeney & Associates, Inc. 0.20% Add +2.2% 6,382 $263K
WBH Advisory Inc. 0.02% Reduce -0.3% 6,374 $262K
ARS Wealth Advisors Group, LLC 0.04% Reduce -4.2% 6,372 $262K
Alta Advisers Ltd 0.11% New 6,350 $261K
Selective Wealth Management, Inc. 0.11% Reduce -14.6% 7,295 $258K
Graypoint LLC 0.02% Reduce -7.6% 6,233 $256K
Tennessee Valley Asset Management Partners 0.04% New 6,226 $255K
LifePlan Financial, LLC 0.22% Reduce -0.7% 6,159 $253K
CVA Family Office, LLC 0.04% Add +3.2% 6,157 $253K
Ashton Thomas Private Wealth, LLC 0.01% Add +8.0% 6,155 $253K
Altrius Capital Management Inc 0.06% No change 6,127 $252K
Daymark Wealth Partners, LLC 0.01% Reduce -15.3% 6,125 $252K
1620 Investment Advisors, Inc. 0.20% Reduce -0.9% 6,110 $251K
Avaii Wealth Management, LLC 0.13% No change 6,102 $251K
Lantz Financial LLC 0.07% Add +3.1% 6,098 $251K
Sunpointe, LLC 0.13% Reduce -1.1% 6,091 $251K
Bristlecone Advisors, LLC 0.02% Reduce -4.3% 6,067 $250K
Transcend Capital Advisors, LLC 0.02% Reduce -3.8% 6,065 $250K
Rakuten Securities, Inc. 0.13% Reduce -2.4% 6,034 $248K
FDx Advisors, Inc. 0.08% Reduce -0.5% 6,033 $248K
Frederick Financial Consultants, LLC 0.18% Add +0.9% 6,004 $247K
Evermay Wealth Management LLC 0.03% No change 5,955 $245K
Timonier Family Office, LTD. 0.11% Reduce -8.5% 5,941 $244K
Cascades Capital Asset Management, LLC 0.13% Add +26.6% 5,929 $244K
Texas Capital Bank Wealth Management Services Inc 0.02% New 5,917 $243K
Klingenstein Fields & Co. LP 0.01% No change 5,912 $243K
Everstar Asset Management, LLC 0.16% Reduce -0.2% 5,908 $243K
DRW Securities, LLC 0.02% Reduce -33.8% 5,902 $243K
Family Legacy, Inc. 0.08% Reduce -8.8% 5,870 $242K
Augustine Asset Management Inc. 0.07% Add +9.8% 5,839 $240K
Waddell & Associates, LLC 0.03% Add +0.5% 5,801 $239K
D'Orazio & Associates, Inc. 0.04% Reduce -0.4% 5,795 $238K
Advisory Alpha, LLC 0.01% Add +5.8% 5,782 $238K
Transamerica Financial Advisors, LLC 0.02% Reduce -1.5% 5,746 $237K
Arbor Investment Advisors, LLC 0.03% Add +24.0% 5,730 $236K
Tritonpoint Wealth, LLC 0.02% Add +4.6% 5,684 $234K
Capital Square, LLC 0.14% Add +0.1% 5,668 $233K
Castleview Partners, LLC 0.16% Add +0.1% 5,667 $233K
Main Street Financial Solutions, LLC 0.02% Reduce -5.8% 5,649 $232K
Great Valley Advisor Group, Inc. 0.01% Reduce -1.4% 5,632 $232K
L2 Asset Management, LLC 0.05% Add +9.4% 5,623 $231K
Smith Thornton Advisors LLC 0.14% Add +0.1% 5,609 $231K
Smith & Howard Wealth Management, LLC 0.06% No change 5,575 $229K
Benedict Financial Advisors Inc. 0.05% New 5,565 $229K
Signal Advisors Wealth, LLC 0.02% Add +0.9% 5,558 $229K
CNB Bank 0.12% Reduce -38.7% 5,540 $228K
Muirfield Wealth Advisors LLC 0.19% Add +1.1% 5,530 $228K
Capital Analysts, LLC 0.01% Reduce -5.2% 5,514 $227K
USA Financial Formulas 0.04% Add +1.1% 5,500 $226K
Madison Asset Management, LLC 0.00% New 5,500 $226K
High Net Worth Advisory Group LLC 0.06% No change 5,477 $225K
Rock Point Advisors, LLC 0.07% Reduce -6.8% 5,475 $225K
Ausdal Financial Partners, Inc. 0.02% Add +11.6% 5,457 $225K
Next Level Private LLC 0.08% Add +1.1% 5,446 $224K
CENTRAL TRUST Co 0.01% Reduce -0.6% 5,445 $224K
Apexium Financial, LP 0.01% Add +0.5% 5,431 $223K
Three Magnolias Financial Advisors, LLC 0.19% New 5,400 $222K
Mountain Pacific Investment Advisers LLC 0.02% No change 5,366 $221K
FWG Holdings, LLC 0.11% No change 5,694 $221K
Phillips Wealth Planners LLC 0.23% Reduce -1.2% 6,231 $221K
Smith, Moore & Co. 0.02% New 5,356 $220K
Atlantic Family Wealth, LLC 0.20% Add +4.5% 5,338 $220K
SC&H Financial Advisors, Inc. 0.04% No change 5,333 $219K
GeoWealth Management, LLC 0.01% Reduce -12.8% 5,302 $218K
Genesis Private Wealth, LLC 0.12% Add +0.6% 5,298 $218K
Cape Investment Advisory, Inc. 0.09% Reduce -1.0% 5,290 $218K
Element Wealth, LLC 0.12% Add +0.2% 5,269 $217K
Harbour Investments, Inc. 0.01% Add +33.0% 5,265 $217K
Journey Strategic Wealth LLC 0.01% Add +3.1% 5,262 $217K
Waldron Private Wealth LLC 0.01% Reduce -47.0% 5,258 $216K
West Family Investments, Inc. 0.08% No change 5,256 $216K
AlphaQuest LLC 0.02% Reduce -51.5% 5,246 $216K
Total Clarity Wealth Management, Inc. 0.07% No change 4,967 $215K
Cannon Wealth Management Services, LLC 0.19% Add +10.9% 5,559 $215K
Harvest Fund Management Co., Ltd 0.01% Reduce -25.5% 5,227 $215K
PFW Advisors LLC 0.07% Add +0.1% 5,224 $215K
M. Kulyk & Associates, LLC 0.05% No change 5,210 $214K
Keynote Financial Services LLC 0.15% No change 5,203 $214K
Philadelphia Trust Co. 0.02% No change 5,207 $214K
Avestar Capital, LLC 0.02% Reduce -17.6% 5,189 $214K
Headinvest, LLC 0.04% Reduce -21.8% 5,186 $213K
Joel Isaacson & Co., LLC 0.01% New 5,180 $213K
TradeWell Securities, LLC. 0.12% Reduce -3.0% 5,149 $212K
1776 Wealth LLC 0.10% Reduce -22.7% 5,100 $210K
Lindbrook Capital, LLC 0.02% Reduce -11.8% 5,095 $210K
Old Port Advisors 0.06% New 5,092 $210K
Shayne & Jacobs, LLC 0.05% No change 5,086 $209K
Faithward Advisors, LLC 0.04% Add +9.0% 5,084 $209K
Providence Capital Advisors, LLC 0.04% New 5,075 $209K
Spirepoint Private Client, LLC 0.03% Reduce -0.2% 5,066 $208K
New Wave Wealth Advisors LLC 0.09% Reduce -18.1% 5,063 $208K
Yeomans Consulting Group, Inc. 0.08% No change 5,062 $208K
Enterprise Bank & Trust Co 0.08% New 5,051 $208K
Legacy Advisors, LLC 0.02% New 5,035 $207K
Gateway Investment Advisers LLC 0.00% New 4,989 $205K
Avantra Family Wealth, Inc. 0.20% Reduce -17.4% 4,985 $205K
LongView Wealth Management 0.06% No change 4,975 $205K
TrueWealth Advisors, LLC 0.07% Add +1.0% 4,964 $204K
Baron Wealth Management LLC 0.09% Reduce -13.7% 4,941 $203K
VSM Wealth Advisory, LLC 0.07% No change 4,930 $203K
LexAurum Advisors, LLC 0.04% Reduce -0.1% 4,905 $202K
Houlihan Financial Resource Group, Ltd. 0.09% No change 4,871 $200K
Eastern Bank 0.00% No change 4,859 $200K
Future Financial Wealth Managment LLC 0.14% Reduce -11.3% 4,700 $193K
American Capital Advisory, LLC 0.10% Reduce -8.2% 4,476 $184K
Bollard Group LLC 0.00% Add +1.1% 4,422 $182K
Sound Income Strategies, LLC 0.01% Reduce -7.2% 4,370 $180K
Grove Bank & Trust 0.02% Reduce -31.5% 4,324 $178K
Accordant Advisory Group Inc 0.17% No change 4,299 $177K
LRI Investments, LLC 0.02% No change 4,179 $172K
Cromwell Holdings LLC 0.11% No change 4,108 $169K
Horizon Bancorp Inc. 0.09% Reduce -10.2% 4,023 $166K
Wellington Shields & Co., LLC 0.05% No change 4,000 $165K
NFSG Corp 0.04% Reduce -10.6% 3,982 $164K
Manchester Capital Management LLC 0.02% Add +8.0% 3,898 $160K
CarsonAllaria Wealth Management, Ltd. 0.09% Add +2.9% 3,743 $154K
Sentry Investment Management LLC 0.10% New 4,387 $154K
Bruce G. Allen Investments, LLC 0.12% Reduce -6.6% 3,733 $154K
Brooklyn Investment Group 0.03% Add +39.1% 3,568 $147K
Dakota Community Bank & Trust NA 0.70% Reduce -3.1% 3,545 $146K
Creekmur Asset Management LLC 0.03% Add +13515.4% 3,540 $146K
Fairscale Capital, LLC 0.13% No change 3,503 $144K
Hartford Financial Management Inc. 0.03% No change 3,449 $142K
MV Capital Management, Inc. 0.02% Add +4.2% 3,416 $141K
Global Trust Asset Management, LLC 0.09% Reduce -6.8% 3,401 $140K
Creative Financial Designs Inc. 0.01% Reduce -3.4% 3,358 $138K
Asset Dedication, LLC 0.01% Add +0.8% 3,321 $137K
Investment Management Corp. /Va/ 0.12% Add +18.4% 3,318 $137K
Deseret Mutual Benefit Administrators 0.07% No change 3,234 $133K
Versant Capital Management, Inc 0.02% Add +144.3% 3,208 $132K
Curio Wealth, LLC 0.07% Reduce -99.8% 2 $131K
Cary Street Partners Investment Advisory LLC 0.07% Add +13.7% 3,146 $129K
TD Waterhouse Canada Inc. 0.00% Reduce -2.2% 3,114 $128K
Caldwell Sutter Capital, Inc. 0.06% Reduce -7.9% 3,053 $126K
Binnacle Investments Inc 0.09% — 3,044 $125K
Viking Fund Management LLC 0.02% New 3,000 $123K
First PREMIER Bank 0.03% No change 3,000 $123K
Exchange Traded Concepts, LLC 0.00% Add +21.7% 2,886 $119K
Nemes Rush Group LLC 0.01% Reduce -24.6% 2,865 $118K
SOA Wealth Advisors, LLC. 0.02% No change 2,858 $118K
Boyd Watterson Asset Management LLC 0.04% Reduce -0.2% 2,853 $117K
Atlantic Edge Private Wealth Management, LLC 0.04% Add +2.7% 2,821 $116K
Quarry LP 0.03% New 2,820 $116K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -39.1% 2,827 $116K
Evolution Advisers, Inc. 0.06% Reduce -0.0% 74,770 $112K
Riverview Trust Co 0.11% No change 2,712 $112K
AdvisorNet Financial, Inc 0.01% Reduce -15.5% 2,630 $108K
Silvant Capital Management LLC 0.00% No change 2,587 $106K
SBI Securities Co., Ltd. 0.00% Add +4.2% 2,505 $103K
Millstone Evans Group, LLC 0.07% No change 2,483 $102K
Sunbelt Securities, Inc. 0.01% Add +11.8% 2,469 $102K
Curat Global, LLC 0.12% — 2,443 $101K
Cranbrook Wealth Management, LLC 0.02% No change 2,430 $100K
Proffitt & Goodson Inc. 0.02% No change 2,416 $99K
Clear Investment Research, LLC 0.13% No change 2,360 $97K
Private Wealth Asset Management, LLC 0.01% — 2,311 $95K
Hughes Financial Services, LLC 0.02% New 2,292 $94K
Quent Capital, LLC 0.01% Reduce -16.7% 2,188 $90K
Sittner & Nelson, LLC 0.04% No change 2,175 $90K
Gables Capital Management Inc. 0.04% No change 2,171 $89K
Golden State Wealth Management, LLC 0.01% Add +0.1% 2,168 $89K
Larson Financial Group LLC 0.00% Add +17.5% 2,164 $89K
Aventura Private Wealth, LLC 0.05% Reduce -6.7% 2,102 $86K
Covestor Ltd 0.06% Reduce -5.2% 2,053 $85K
Pinnacle Bancorp, Inc. 0.03% No change 2,059 $85K
South Plains Financial, Inc. 0.07% Add +3.5% 2,045 $84K
First Command Advisory Services, Inc. 0.00% No change 2,029 $83K
Sarver Vrooman Wealth Advisors 0.05% — 2,002 $82K
Smithfield Trust Co 0.00% No change 1,970 $82K
Capital Advisors, Ltd. LLC 0.01% No change 1,959 $81K
IMA Advisory Services, Inc. 0.01% New 1,961 $81K
Clearstead Trust, LLC 0.02% No change 1,846 $76K
Bare Financial Services, Inc 0.03% Add +1.5% 1,840 $76K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -38.3% 1,828 $75K
Harbor Investment Advisory, LLC 0.01% Add +1271.0% 1,796 $74K
Main Street Group, LTD 0.03% Add +6.0% 1,759 $72K
Richardson Financial Services Inc. 0.05% Add +3.0% 1,745 $72K
Wayfinding Financial, LLC 0.03% New 1,722 $70K
WASHINGTON TRUST Co 0.00% Reduce -55.3% 1,641 $68K
Kiker Wealth Management, LLC 0.05% New 1,605 $66K
Johnson Financial Group, Inc. 0.00% Add +282.5% 1,599 $66K
Stephens Consulting, LLC 0.02% No change 1,555 $64K
Chilton Capital Management LLC 0.00% Reduce -38.8% 1,500 $62K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +34.6% 1,450 $60K
Headlands Technologies LLC 0.01% Reduce -89.8% 1,444 $59K
Union Savings Bank 0.03% No change 1,429 $59K
Investment Research & Advisory Group, Inc. 0.02% Add +8.8% 1,427 $59K
Truvestments Capital LLC 0.01% Add +362.7% 1,388 $57K
Mechanics Financial Corp 0.03% No change 1,375 $57K
Leonteq Securities AG 0.00% Reduce -15.9% 1,362 $56K
Marshall & Sterling Wealth Advisors Inc. 0.04% New 1,367 $56K
GW&K Investment Management, LLC 0.00% Reduce -0.1% 1,359 $56K
Physician Wealth Advisors, Inc. 0.01% Reduce -0.9% 1,346 $55K
Brown, Lisle/Cummings, Inc. 0.02% Add +5.0% 1,340 $55K
Pinney & Scofield, Inc. 0.04% No change 1,310 $54K
Ameriflex Group, Inc. 0.02% Reduce -31.8% 1,300 $54K
Burkett Financial Services, LLC 0.02% Add +2.8% 1,245 $51K
Trust Co 0.01% No change 1,233 $51K
CoreCap Advisors, LLC 0.00% Reduce -25.8% 1,229 $51K
Private Wealth Management Group, LLC 0.02% No change 1,226 $50K
City State Bank 0.02% No change 1,169 $48K
Beacon Capital Management, LLC 0.01% Add +3.9% 1,165 $48K
Optimum Investment Advisors 0.02% Reduce -31.0% 1,153 $47K
Kestra Investment Management, LLC 0.00% Reduce -64.4% 1,096 $45K
Washington Trust Advisors, Inc. 0.00% No change 1,094 $45K
Paradigm Asset Management Co. LLC 0.01% No change 1,083 $45K
Pin Oak Investment Advisors Inc. 0.03% No change 1,069 $43K
Rossby Financial, LCC 0.02% New 1,130 $43K
TCTC Holdings, LLC 0.00% Reduce -21.9% 1,023 $42K
Hemington Wealth Management 0.01% Add +15.3% 979 $40K
Winthrop Capital Management, LLC 0.01% No change 914 $38K
BOK Financial Private Wealth, Inc. 0.00% Add +263.2% 908 $37K
Sierra Ocean, LLC 0.03% Add +64.3% 899 $37K
Abound Wealth Management 0.01% Reduce -14.3% 890 $37K
Meeder Asset Management Inc. 0.00% Add +115.3% 874 $36K
Missouri Trust & Investment Co 0.01% No change 854 $35K
Horizons Wealth Management 0.03% No change 853 $35K
Motco 0.00% Add +435.6% 798 $33K
Rise Advisors, LLC 0.01% Reduce -8.2% 782 $32K
Sachetta, LLC 0.01% Reduce -7.0% 749 $31K
Centennial Bank 0.01% Add +360.3% 741 $30K
Atlantic Private Wealth, LLC 0.02% No change 715 $29K
Winch Advisory Services, LLC 0.01% Add +1.0% 687 $28K
Rosenberg Matthew Hamilton 0.01% Add +24.2% 668 $27K
Financial Perspectives, Inc 0.01% Add +0.2% 637 $26K
Wealth Preservation Advisors, LLC 0.02% — 609 $25K
Hopwood Financial Services, Inc. 0.02% No change 600 $25K
Navigoe, LLC 0.02% No change 600 $24K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 594 $24K
Ogorek Anthony Joseph /NY/ 0.01% New 598 $24K
Prestige Wealth Management Group LLC 0.01% No change 579 $24K
SWAN Capital LLC 0.01% No change 570 $23K
Peoples Financial Services Corp. 0.01% No change 568 $23K
REAP Financial Group, LLC 0.01% Add +51.1% 532 $22K
Saudi Central Bank 0.11% New 522 $21K
AllSquare Wealth Management LLC 0.01% No change 513 $21K
Ramirez Asset Management, Inc. 0.00% No change 500 $21K
Vermillion & White Wealth Management Group, LLC 0.01% No change 498 $20K
Opal Wealth Advisors, LLC 0.01% New 493 $20K
Global Financial Private Client, LLC 0.01% Add +9.7% 477 $20K
Centricity Wealth Management, LLC 0.02% Add +5.8% 456 $19K
N.E.W. Advisory Services LLC 0.00% New 443 $18K
McIlrath & Eck, LLC 0.00% No change 427 $18K
TD Capital Management LLC 0.00% Add +1526.9% 423 $17K
Stone House Investment Management, LLC 0.00% New 417 $17K
Morton Brown Family Wealth, LLC 0.01% Add +0.7% 413 $17K
MPWM Advisory Solutions, LLC 0.01% No change 411 $17K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -51.9% 403 $17K
FSC Wealth Advisors, LLC 0.01% Add +1.0% 396 $16K
Fairman Group, LLC 0.01% Reduce -4.6% 374 $16K
Monetary Management Group Inc. 0.00% No change 388 $16K
JFS Wealth Advisors, LLC 0.00% Add +17.6% 381 $16K
High Note Wealth, LLC 0.00% Add +1.3% 378 $16K
Lowe Wealth Advisors, LLC 0.01% No change 377 $16K
Aspect Partners, LLC 0.01% No change 375 $15K
Richard W. Paul & Associates, LLC 0.01% Reduce -1.8% 374 $15K
Steph & Co. 0.01% Add +33.6% 374 $15K
Maryland Capital Advisors Inc. 0.01% No change 372 $15K
Hanson & Doremus Investment Management 0.00% No change 356 $15K
Valued Wealth Advisors LLC 0.01% Add +6.5% 362 $15K
Piscataqua Savings Bank 0.01% No change 360 $15K
Iron Horse Wealth Management, LLC 0.00% Add +56.8% 348 $14K
Rialto Wealth Management, LLC 0.00% New 345 $14K
Armstrong Advisory Group, Inc. 0.00% No change 320 $14K
Global X Japan Co., Ltd. 0.00% Add +9.6% 330 $14K
Orion Capital Management LLC 0.01% Add +50.7% 324 $13K
Solstein Capital, LLC 0.01% No change 311 $13K
Crewe Advisors LLC 0.00% No change 306 $13K
2UniFi Bank 0.01% No change 270 $13K
Olistico Wealth, LLC 0.01% No change 300 $12K
Old Second National Bank of Aurora 0.00% Reduce -7.1% 300 $12K
Coastline Trust Co 0.00% No change 300 $12K
SJS Investment Consulting Inc. 0.00% Add +9.4% 291 $12K
Albion Financial Group 0.00% No change 281 $12K
Proathlete Wealth Management LLC 0.00% New 281 $12K
Bangor Savings Bank 0.00% Reduce -51.4% 275 $11K
CBIZ Investment Advisory Services, LLC 0.00% Add +46.3% 259 $11K
WPG Advisers, LLC 0.01% Add +56.2% 253 $10K
St Germain D J Co. Inc. 0.00% New 248 $10K
Bayforest Capital Ltd 0.00% Reduce -68.2% 236 $10K
Mowery & Schoenfeld Wealth Management, LLC 0.02% Reduce -11.0% 226 $9K
Atwood & Palmer Inc. 0.00% No change 225 $9K
TruNorth Capital Management, LLC 0.00% New 216 $9K
Security National Bank 0.00% No change 215 $9K
Bell Investment Advisors, Inc 0.00% No change 213 $9K
Beaird Harris Wealth Management, LLC 0.00% No change 203 $8K
Webster Bank, N. A. 0.00% Reduce -41.5% 200 $8K
Raffa Wealth Management, LLC 0.00% No change 198 $8K
Wolff Wiese Magana LLC 0.01% No change 195 $8K
Avion Wealth 0.00% No change 188 $8K
Highline Wealth Partners LLC 0.00% Reduce -15.5% 191 $8K
PSI Advisors, LLC 0.00% No change 188 $8K
Fairway Wealth LLC 0.00% New 185 $8K
Fortitude Family Office, LLC 0.00% Reduce -76.6% 180 $7K
Key Financial Inc 0.00% No change 174 $7K
Plante Moran Financial Advisors, LLC 0.00% Reduce -24.4% 173 $7K
Hollencrest Capital Management 0.00% No change 168 $7K
Glen Eagle Advisors, LLC 0.00% No change 165 $7K
Anfield Capital Management, LLC 0.00% No change 155 $6K
Duncker Streett & Co. Inc. 0.00% No change 150 $6K
Fortis Group Advisors, LLC 0.00% No change 150 $6K
McClarren Financial Advisors, Inc. 0.00% Add +56.6% 166 $6K
Hantz Financial Services, Inc. 0.00% Add +11.4% 137 $6K
Strategic Investment Solutions, Inc. 0.00% Add +1.4% 141 $6K
Park Square Financial Group, LLC 0.00% No change 136 $6K
Dunhill Financial, LLC 0.00% Reduce -38.5% 134 $6K
Ancora Advisors LLC 0.00% No change 129 $5K
Compass Financial Services Inc 0.00% New 125 $5K
True Wealth Design, LLC 0.00% Reduce -90.1% 122 $5K
Sit Investment Associates Inc. 0.00% No change 125 $5K
First Financial Corp. 0.00% No change 120 $5K
Halbert Hargrove Global Advisors, LLC 0.00% New 120 $5K
Ridgewood Investments LLC 0.00% New 108 $4K
Crowley Wealth Management, Inc. 0.00% No change 106 $4K
FSA Wealth Management LLC 0.00% Add +69.3% 105 $4K
Bernard Wealth Management Corp. 0.00% New 102 $4K
GPS Wealth Strategies Group, LLC 0.00% Add +2.0% 102 $4K
Pineridge Advisors LLC 0.00% No change 100 $4K
DiNuzzo Private Wealth, Inc. 0.00% Add +44.9% 100 $4K
Darwin Wealth Management, LLC 0.00% No change 94 $4K
North Capital, Inc. 0.00% — 99 $4K
Coston, McIsaac & Partners 0.00% No change 114 $4K
Nvwm, LLC 0.00% Add +2.1% 95 $4K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -78.1% 94 $4K
Cornerstone Planning Group LLC 0.00% Reduce -9.6% 104 $4K
DT Investment Partners, LLC 0.00% No change 88 $4K
PFG Private Wealth Management, LLC 0.00% No change 88 $4K
Barnes Dennig Private Wealth Management LLC 0.01% — 85 $3K
Clark Wealth Partners 0.00% Reduce -2.4% 82 $3K
Cherry Tree Wealth Management, LLC 0.00% No change 78 $3K
Indiana Trust & Investment Management Co 0.00% Reduce -56.5% 77 $3K
Trifecta Capital Advisors, LLC 0.00% No change 76 $3K
TFC Financial Management, Inc. 0.00% No change 70 $3K
Flaharty Asset Management, LLC 0.00% New 69 $3K
Riggs Asset Managment Co. Inc. 0.00% No change 64 $3K
Transce3nd, LLC 0.00% Reduce -74.8% 62 $3K
Spectrum Wealth Counsel, LLC 0.00% No change 60 $2K
Frazier Financial Advisors, LLC 0.00% No change 59 $2K
Legacy Wealth Managment, LLC 0.00% No change 59 $2K
Abound Financial, LLC 0.00% New 58 $2K
Capital A Wealth Management, LLC 0.00% Add +62.9% 57 $2K
Core Alternative Capital 0.00% Reduce -51.9% 50 $2K
WealthTrak Capital Management LLC 0.00% Add +350.0% 45 $2K
Delta Accumulation, LLC 0.01% Reduce -99.8% 39 $2K
Winnacle Wealth LLC 0.00% Add +51.9% 41 $2K
WestEnd Advisors, LLC 0.00% Add +192.3% 38 $2K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -97.6% 34 $1K
ORG Partners LLC 0.00% Reduce -79.2% 32 $1K
Financial Network Wealth Advisors LLC 0.00% New 26 $1K
Bay Harbor Wealth Management, LLC 0.00% New 18 $740
Parkworth Wealth Management, Inc. 0.00% Add +30.8% 17 $700
Bear Mountain Capital, Inc. 0.00% New 18 $682
Puff Wealth Management, LLC 0.00% New 15 $623
Osterweis Capital Management Inc. 0.00% New 15 $617
HFM Investment Advisors, LLC 0.00% — 14 $577
Principia Wealth Advisory, LLC 0.00% Reduce -46.4% 15 $570
Dogwood Wealth Management LLC 0.00% New 13 $535
Y.D. More Investments Ltd 0.00% Add +180.1% 4,608 $510
Greenline Partners, LLC 0.00% New 11 $453
DHJJ Financial Advisors, Ltd. 0.00% No change 10 $412
West Branch Capital LLC 0.00% No change 7 $289
GoalVest Advisory LLC 0.00% New 7 $288

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