Truist FinancialTFC

13F holders, Q2 2025 (June 30)
1,549holders −9
101new positions
113sold out
12famous investors
$42.97avg. 13F price*

At the end of Q2 2025, 1,549 institutions reported holding Truist Financial Corp. (TFC) in their 13F filings, down 9 from Q1 2025. 101 opened new positions and 113 sold out. The largest holders were Vanguard Group Inc. ($5.2B), Capital International Investors ($4.6B) and BlackRock, Inc. ($4.6B). 12 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Steve Cohen (0.2% of Point72 Asset 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions101$148.9M
Exits113$366.4M

All 13F filers, Q1 2025 → Q2 2025: 77,450,261 shares bought and 91,958,658 shares sold, net −14,508,397 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,549 holders

Vanguard Group Inc. 0.08% Add +1.3% 120,440,153 $5.2B
Capital International Investors 0.80% Add +2.5% 107,296,308 $4.6B
BlackRock, Inc. 0.09% Add +7.5% 106,780,896 $4.6B
State Street Corp. 0.10% Reduce -2.6% 60,088,129 $2.6B
Bank of America Corp. 0.13% Add +2.5% 38,720,620 $1.7B
Victory Capital Management Inc. 0.90% Add +374.4% 31,612,808 $1.4B
Geode Capital Management, LLC 0.08% Add +0.3% 28,191,122 $1.2B
Morgan Stanley 0.06% Add +4.6% 20,141,377 $865.9M
Charles Schwab Investment Management Inc. 0.13% Add +0.9% 17,566,519 $755.2M
FMR LLC 0.04% Add +35.8% 16,863,503 $725.0M
JPMorgan Chase & Co. 0.04% Reduce -58.3% 15,068,293 $647.8M
Royal Bank of Canada 0.12% Reduce -24.9% 14,902,440 $640.7M
Invesco Ltd. 0.10% Add +6.5% 13,995,108 $601.6M
Northern Trust Corp. 0.08% Reduce -3.6% 13,730,524 $590.3M
American Century Companies Inc. 0.30% Add +6.6% 12,834,800 $551.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% Add +19.1% 12,340,535 $530.5M
Norges Bank 0.06% Add +12.0% 11,337,539 $487.4M
Federated Hermes, Inc. 0.78% Add +1.3% 9,632,481 $414.1M
Dimensional Fund Advisors LP 0.08% Add +3.6% 8,324,381 $357.9M
Bank of New York Mellon Corp 0.06% Reduce -8.0% 7,728,290 $332.2M
Legal & General Group Plc 0.08% Reduce -10.7% 7,247,262 $311.6M
Goldman Sachs Group Inc. 0.05% Add +0.8% 7,027,110 $302.1M
UBS Group AG 0.06% Reduce -5.2% 6,429,769 $276.4M
Barclays PLC 0.09% Reduce -5.8% 5,460,466 $234.7M
Deutsche Bank AG 0.08% Add +19.8% 4,986,559 $214.4M
Amundi 0.07% Reduce -80.8% 4,747,239 $213.8M
HighTower Advisors, LLC 0.27% Add +7.3% 4,940,958 $212.4M
Hotchkis & Wiley Capital Management LLC 0.68% Add +12.6% 4,891,789 $210.3M
Citadel Advisors 0.18% Add +1608.2% 4,852,500 $208.6M
Macquarie Group Ltd. 0.24% Reduce -25.4% 4,590,302 $197.3M
Raymond James Financial Inc. 0.07% Add +2.8% 4,545,400 $195.4M
LPL Financial LLC 0.06% Add +6.8% 4,387,338 $188.6M
Truist Financial Corp. 0.28% Reduce -4.6% 4,373,735 $188.0M
Cullen Capital Management, LLC 2.04% Reduce -7.1% 4,164,716 $179.0M
Wells Fargo & Company 0.04% Add +1.0% 3,954,925 $170.0M
Envestnet Asset Management Inc. 0.04% Add +4.2% 3,579,415 $153.9M
National Pension Service 0.12% Add +5.7% 3,295,391 $141.7M
Assenagon Asset Management S.A. 0.22% Add +23.8% 3,295,365 $141.7M
Prudential Financial Inc. 0.18% Add +3.0% 3,232,026 $138.9M
AQR Capital Management 0.11% Add +71.9% 3,165,033 $136.1M
Sumitomo Mitsui Trust Group, Inc. 0.08% Add +1.2% 3,053,396 $131.3M
Bank of Montreal 0.07% Reduce -3.6% 3,026,821 $130.1M
Stifel Financial Corp. 0.13% Add +11.2% 3,022,074 $129.9M
HSBC Holdings PLC 0.08% Add +9.4% 3,014,050 $129.8M
Nuveen, LLC 0.03% Add +1.7% 2,914,114 $125.3M
First Trust Advisors LP 0.10% Add +6.4% 2,804,945 $120.6M
T. Rowe Price Associates Inc. 0.01% Add +0.2% 2,744,475 $118.0M
Prana Capital Management, LP 3.91% Add +81.8% 2,513,170 $108.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.09% Add +7.4% 2,495,802 $107.3M
Rhumbline Advisers 0.09% Reduce -7.9% 2,353,163 $101.2M
Citigroup Inc. 0.07% Add +20.2% 2,315,495 $99.5M
Equity Investment Corp. 2.13% Add +3.5% 2,257,547 $97.1M
California Public Employees Retirement System 0.06% Add +5.6% 2,196,787 $94.4M
Sanders Capital, LLC 0.13% Add +0.3% 2,173,042 $93.4M
Franklin Resources Inc. 0.02% Reduce -1.4% 2,092,728 $90.0M
California State Teachers Retirement System 0.10% Add +1.6% 2,062,282 $88.7M
Burgundy Asset Management Ltd. 0.86% Reduce -1.0% 2,046,367 $88.0M
Arrowstreet Capital, Limited Partnership 0.06% Add +811.0% 2,018,457 $86.8M
Bessemer Group Inc. 0.13% Add +0.2% 1,889,781 $81.2M
Two Sigma Advisers, LP 0.16% Add +190.1% 1,778,481 $76.5M
BNP Paribas Financial Markets 0.06% Reduce -34.3% 1,714,322 $73.7M
Letko, Brosseau & Associates Inc. 1.38% Add +1.5% 1,672,481 $71.9M
New York State Common Retirement Fund 0.09% Reduce -1.5% 1,637,147 $70.4M
Ameriprise Financial Inc. 0.02% Reduce -1.4% 1,565,319 $67.3M
Swiss Life Asset Management Ltd 0.39% Add +0.4% 1,496,047 $64.3M
Parnassus Investments, LLC 0.15% Reduce -25.5% 1,476,432 $63.5M
Squarepoint Ops LLC 0.14% Add +118.5% 1,469,802 $63.2M
Point72 Asset Management 0.16% Reduce -35.9% 1,447,203 $62.2M
Jones Financial Companies LLLP 0.05% Add +27.5% 1,450,599 $61.8M
Alliancebernstein L.P. 0.02% Reduce -2.2% 1,412,814 $60.7M
Principal Financial Group Inc. 0.03% Reduce -3.8% 1,411,058 $60.7M
State Board of Administration of Florida Retirement System 0.10% Reduce -0.5% 1,334,579 $57.4M
Welch Group, LLC 2.33% Add +3.5% 1,298,835 $55.8M
Jennison Associates LLC 0.03% Reduce -58.0% 1,293,147 $55.6M
Manufacturers Life Insurance Company, The 0.05% Reduce -3.1% 1,268,168 $54.5M
Capital International, Inc. 0.52% Add +25.0% 1,249,206 $53.7M
Two Sigma Investments, LP 0.10% Add +130.8% 1,202,100 $51.7M
Royal London Asset Management Ltd. 0.12% Reduce -0.4% 1,200,769 $51.6M
Epoch Investment Partners, Inc. 0.27% Reduce -2.5% 1,199,062 $51.5M
LSV Asset Management 0.12% Reduce -4.6% 1,159,200 $49.8M
Douglas Lane & Associates, LLC 0.72% Reduce -8.1% 1,155,164 $49.7M
Fort Washington Investment Advisors Inc. 0.28% Add +1.6% 1,140,991 $49.1M
Capital Group Private Client Services, Inc. 0.41% Add +2.9% 1,090,255 $46.9M
Aberdeen Group plc 0.08% Add +5.3% 1,081,125 $46.7M
National Bank of Canada 0.05% Reduce -52.8% 1,081,293 $46.5M
Pictet Asset Management Holding SA 0.05% Add +26.0% 1,068,840 $45.9M
Homestead Advisers Corp 1.08% Reduce -16.4% 1,056,500 $45.4M
NFJ Investment Group, LLC 1.51% Reduce -13.2% 1,006,077 $43.3M
APG Asset Management N.V. 0.13% Add +62.7% 1,175,429 $43.0M
Shapiro Capital Management LLC 1.88% New 994,788 $42.8M
Janney Montgomery Scott LLC 0.11% Add +1.7% 982,866 $42.3M
Verition Fund Management LLC 0.25% Add +28.8% 980,543 $42.2M
Aviva PLC 0.09% Add +5.5% 978,859 $42.1M
Schroder Investment Management Group 0.03% Reduce -0.6% 950,488 $40.9M
PNC Financial Services Group, Inc. 0.03% Reduce -21.9% 938,965 $40.4M
Regal Partners Ltd 3.33% No change 917,804 $39.5M
New York State Teachers Retirement System 0.08% Reduce -0.0% 909,821 $39.1M
CANADA LIFE ASSURANCE Co 0.06% Reduce -24.7% 879,312 $37.8M
Skandinaviska Enskilda Banken AB (publ) 0.16% Add +100.0% 874,120 $37.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.09% Reduce -29.3% 869,768 $37.4M
Toronto Dominion Bank 0.08% Add +22.6% 841,362 $36.2M
Schwartz Investment Counsel Inc. 1.19% Add +0.3% 841,125 $36.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.06% Reduce -3.2% 821,505 $35.3M
STRS Ohio 0.13% Add +1.7% 807,691 $34.7M
Wealth Enhancement Advisory Services, LLC 0.06% Add +6.9% 759,177 $34.6M
Chevy Chase Trust Holdings, LLC 0.10% Reduce -3.4% 786,520 $33.8M
State of Wisconsin Investment Board 0.08% Reduce -11.8% 776,785 $33.4M
Brandes Investment Partners, LP 0.30% Add +2.5% 760,426 $32.7M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.15% Add +3.2% 750,576 $32.3M
Susquehanna International Group, LLP 0.05% Reduce -57.7% 748,171 $32.2M
Kornitzer Capital Management Inc. 0.65% Reduce -0.5% 746,161 $32.1M
Adage Capital Partners Gp, L.L.C. 0.05% Add +3.3% 734,364 $31.6M
Captrust Financial Advisors 0.07% Reduce -0.5% 731,977 $31.5M
Swedbank AB 0.03% Reduce -3.1% 718,013 $30.9M
Rafferty Asset Management, LLC 0.10% Reduce -3.5% 710,797 $30.6M
Deroy & Devereaux Private Investment Counsel Inc. 1.63% Reduce -0.1% 699,659 $30.1M
Deprince Race & Zollo Inc. 0.60% Add +20.0% 669,533 $28.8M
GW Henssler & Associates Ltd. 1.53% Add +3.1% 667,015 $28.7M
Commonwealth Equity Services, LLC 0.04% Reduce -6.1% 645,793 $27.8M
Danske Bank A/S 0.07% Add +4.7% 634,266 $27.3M
Zacks Investment Management 0.23% Add +0.4% 624,256 $26.8M
D. E. Shaw & Co. 0.03% Add +20.3% 613,461 $26.4M
Treasurer of the State of North Carolina 0.08% Add +0.2% 612,012 $26.3M
TD Asset Management Inc 0.02% Reduce -1.0% 606,139 $26.1M
Alps Advisors Inc. 0.15% Add +1.2% 602,956 $25.9M
Tweedy, Browne Co LLC 2.31% Reduce -4.5% 580,542 $25.0M
DekaBank Deutsche Girozentrale 0.04% Add +2.4% 572,564 $24.5M
O'shaughnessy Asset Management, LLC 0.17% Add +104.7% 568,975 $24.5M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -2.3% 559,550 $24.1M
Cetera Investment Advisers 0.04% Add +5.2% 554,590 $23.8M
Asset Management One Co., Ltd. 0.07% Reduce -0.0% 546,992 $23.5M
Rhino Investment Partners, Inc 6.43% Reduce -34.4% 546,518 $23.5M
Cerity Partners LLC 0.04% Add +2.2% 544,251 $23.4M
Public Employees Retirement System of Ohio 0.08% Reduce -2.7% 534,371 $23.0M
Sei Investments Co. 0.03% Reduce -47.7% 530,768 $22.8M
KBC Group NV 0.06% Reduce -74.6% 508,626 $21.9M
ExodusPoint Capital Management, LP 0.27% Add +3271.2% 506,988 $21.8M
Basswood Capital Management, L.L.C. 1.07% New 499,284 $21.5M
AE Wealth Management LLC 0.16% Add +2.3% 494,280 $21.2M
Russell Investments Group, Ltd. 0.03% Add +14.1% 493,374 $21.2M
Mn Services Vermogensbeheer B.V. 0.15% No change 486,900 $20.9M
Resona Asset Management Co.,Ltd. 0.10% Add +2.6% 484,914 $20.8M
Godsey & Gibb, Inc. 1.94% Add +5.1% 482,894 $20.8M
DAVENPORT & Co LLC 0.11% Reduce -0.5% 480,818 $20.7M
Advisors Capital Management, LLC 0.28% Add +1.4% 464,085 $20.0M
Professional Advisory Services Inc. 2.46% Add +4.2% 462,373 $19.9M
State of Tennessee, Department of Treasury 0.07% Reduce -1.4% 461,888 $19.9M
Brandywine Global Investment Management, LLC 0.14% Add +16.8% 461,405 $19.8M
KLP Kapitalforvaltning As 0.09% Reduce -0.1% 458,496 $19.7M
Nomura Asset Management Co. Ltd. 0.05% Add +3.4% 456,031 $19.6M
Nisa Investment Advisors, LLC 0.09% Reduce -0.5% 452,386 $19.4M
Mariner, LLC 0.03% Add +3.5% 451,400 $19.4M
Schonfeld Strategic Advisors LLC 0.14% Add +177.9% 442,314 $19.0M
Cantor Fitzgerald Investment Advisors L.P. 1.33% Add +0.3% 437,087 $18.8M
State of New Jersey Common Pension Fund D 0.07% Reduce -0.4% 429,141 $18.4M
Natixis Advisors, LLC 0.03% Reduce -11.2% 425,934 $18.3M
Synovus Financial Corp. 0.22% Reduce -5.0% 422,408 $18.2M
Eisler Capital Management Ltd. 0.62% Reduce -4.3% 418,749 $18.0M
Oppenheimer Asset Management Inc. 0.20% Add +0.5% 411,103 $17.7M
Comerica Bank 0.07% Reduce -6.8% 407,378 $17.5M
Osaic Holdings, Inc. 0.03% Add +23.8% 407,736 $17.4M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Add +10.3% 392,240 $16.9M
Silvercrest Asset Management Group LLC 0.11% Reduce -0.6% 388,728 $16.7M
Creative Planning 0.01% Add +39.1% 388,648 $16.7M
Storebrand Asset Management As 0.05% Reduce -22.9% 386,889 $16.6M
State of Michigan Retirement System 0.09% Add +0.2% 384,443 $16.5M
American Assets Investment Management, LLC 1.33% No change 384,000 $16.5M
Arizona State Retirement System 0.09% Reduce -1.8% 382,736 $16.5M
SCS Capital Management LLC 0.18% Add +383.7% 382,554 $16.4M
Ensign Peak Advisors, Inc 0.03% Add +4.1% 382,092 $16.4M
Cambridge Investment Research Advisors, Inc. 0.05% Add +5.3% 372,423 $16.0M
US Bancorp \de 0.02% Reduce -0.8% 371,975 $16.0M
Ategra Capital Management, LLC 12.53% Add +12.3% 366,620 $15.8M
Point72 Europe (London) LLP 0.81% Reduce -16.3% 364,873 $15.7M
Neuberger Berman Group LLC 0.01% Reduce -86.2% 360,939 $15.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.14% Reduce -3.0% 358,896 $15.4M
Sonora Investment Management Group, LLC 1.14% Add +4.5% 357,388 $15.4M
Man Group plc 0.03% Reduce -27.9% 354,176 $15.2M
Bokf, NA 0.25% Reduce -1.7% 353,245 $15.2M
Bogart Wealth, LLC 0.65% Add +4.0% 351,014 $15.1M
Great Lakes Advisors, LLC 0.13% Add +1.0% 350,736 $15.1M
KLCM Advisors, Inc. 1.55% Reduce -3.1% 340,018 $14.6M
Rockefeller Capital Management L.P. 0.03% Add +6.2% 339,683 $14.6M
MetLife Investment Management, LLC 0.08% Reduce -2.5% 333,686 $14.3M
Peapack Gladstone Financial Corp. 0.20% Reduce -0.6% 327,907 $14.1M
Coerente Capital Management 2.58% Add +5.8% 326,644 $14.0M
North Reef Capital Management LP 0.62% Reduce -35.0% 325,000 $14.0M
Baird Financial Group, Inc. 0.02% Reduce -2.4% 323,379 $13.9M
Handelsbanken Fonder AB 0.05% Reduce -1.6% 322,874 $13.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Add +6.7% 321,172 $13.8M
Czech National Bank 0.11% Add +5.9% 320,097 $13.8M
Montgomery Investment Management Inc. 5.32% Reduce -3.7% 319,741 $13.7M
Manning & Napier Advisors LLC 0.16% Reduce -12.6% 317,614 $13.7M
Delta Asset Management LLC 1.18% Reduce -0.0% 316,401 $13.6M
Avity Investment Management Inc. 1.00% Add +8.4% 313,421 $13.5M
Cadence Bank 0.88% Add +19.6% 311,224 $13.4M
Tudor Investment Corporation 0.10% New 307,119 $13.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -45.0% 306,909 $13.2M
NorthCoast Asset Management LLC 0.06% Add +8.5% 305,553 $13.1M
Wilmington Savings Fund Society, FSB 0.23% Reduce -2.6% 302,226 $13.0M
McRae Capital Management Inc. 2.66% Add +3.8% 302,079 $13.0M
Independent Advisor Alliance 0.37% Reduce -2.9% 299,902 $12.9M
Brookstone Capital Management 0.17% Add +4.3% 299,179 $12.9M
South Dakota Investment Council 0.25% Add +0.8% 298,964 $12.9M
Cramer Rosenthal McGlynn LLC 0.88% Reduce -25.9% 296,797 $12.8M
MML Investors Services, LLC 0.04% Add +1.2% 291,525 $12.5M
Guggenheim Capital LLC 0.10% Add +0.6% 289,885 $12.5M
ProShare Advisors LLC 0.02% Reduce -6.0% 289,779 $12.5M
Auto-Owners Insurance Co 0.28% Add +2241.5% 288,000 $12.4M
Canada Pension Plan Investment Board 0.01% Reduce -1.5% 286,889 $12.3M
Forsta Ap-Fonden 0.08% Reduce -7.5% 282,000 $12.1M
Skba Capital Management LLC 1.74% Add +0.7% 281,000 $12.1M
Retirement Systems of Alabama 0.04% Reduce -0.6% 281,000 $12.1M
&partners 0.09% Add +4.2% 279,644 $12.0M
Robeco Institutional Asset Management B.V. 0.02% Reduce -28.0% 278,697 $12.0M
Salem Investment Counselors Inc. 0.38% Add +2.5% 277,549 $11.9M
Public Sector Pension Investment Board 0.05% Reduce -23.4% 269,480 $11.6M
Verity & Verity, LLC 0.99% Reduce -26.1% 268,192 $11.5M
IFM Investors Pty Ltd 0.11% Add +5.5% 268,081 $11.5M
Corient Private Wealth LP 0.02% Reduce -52.5% 264,758 $11.4M
Brown Advisory Inc. 0.01% Reduce -1.5% 264,052 $11.4M
Voya Investment Management LLC 0.01% Add +0.1% 262,233 $11.3M
Schaper Benz & Wise Investment Counsel Inc. 0.86% Reduce -1.9% 261,690 $11.3M
Midwest Trust Co 0.15% — 258,651 $11.1M
Interval Partners, LP 0.25% Reduce -25.0% 257,348 $11.1M
Old National Bancorp 0.20% Add +1.7% 257,322 $11.1M
Trexquant Investment LP 0.12% Reduce -17.7% 257,107 $11.1M
Wealthfront Advisers LLC 0.03% Add +13.9% 253,236 $10.9M
Amalgamated Bank 0.08% Reduce -1.8% 253,188 $10.9M
Bryn Mawr Trust Advisors, LLC 0.59% Add +3.5% 252,437 $10.9M
CIBC Asset Management Inc 0.03% Reduce -6.3% 246,916 $10.6M
Sanctuary Advisors, LLC 0.07% Add +0.2% 245,482 $10.6M
Modera Wealth Management, LLC 0.13% Add +2.3% 243,736 $10.5M
Varma Mutual Pension Insurance Co 0.08% Add +1.0% 241,980 $10.4M
Allworth Financial LP 0.05% Add +512.5% 238,765 $10.3M
DNB Asset Management AS 0.04% Add +0.8% 236,306 $10.2M
Northwestern Mutual Wealth Management Co. 0.01% Add +4.4% 235,008 $10.1M
Systematic Alpha Investments, LLC 0.36% No change 233,937 $10.1M
Pinnacle Associates Ltd. 0.14% Reduce -1.4% 232,739 $10.0M
Quantinno Capital Management LP 0.04% Add +47.1% 232,263 $10.0M
Teacher Retirement System of Texas 0.04% Reduce -10.3% 229,477 $9.9M
Kanawha Capital Management LLC 0.73% Reduce -12.7% 228,630 $9.8M
Benjamin Edwards Inc. 0.12% Add +7.3% 224,622 $9.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.09% Add +22.2% 220,698 $9.5M
Triglav Investments, D.O.O. 0.68% No change 218,414 $9.4M
Utah Retirement Systems 0.10% Reduce -1.2% 218,393 $9.4M
Vinva Investment Management Ltd 0.24% Add +32.0% 219,252 $9.3M
Bridgewater Associates 0.04% New 216,584 $9.3M
Kestra Advisory Services, LLC 0.05% Add +4.8% 216,553 $9.3M
Maltese Capital Management LLC 1.31% Add +22.9% 215,000 $9.2M
First National Trust Co 0.34% Reduce -0.5% 212,874 $9.2M
Wealthcare Advisory Partners LLC 0.21% Reduce -8.4% 211,369 $9.1M
Korea Investment CORP 0.02% Reduce -63.7% 210,720 $9.1M
USS Investment Management Ltd 0.06% Add +3.0% 206,926 $8.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -18.8% 206,060 $8.9M
Cardinal Capital Management 1.30% Add +3.3% 205,319 $8.8M
Jefferies Financial Group Inc. 0.15% New 204,627 $8.8M
Hunter Perkins Capital Management, LLC 2.09% Add +0.4% 204,272 $8.8M
Assetmark, Inc. 0.02% Add +78.0% 204,210 $8.8M
Danica Pension, Livsforsikringsaktieselskab 0.15% Add +25.5% 202,070 $8.7M
B. Metzler seel. Sohn & Co. AG 0.08% Add +11.4% 200,899 $8.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Add +2.5% 200,385 $8.6M
Nearwater Capital Markets, Ltd 0.14% Reduce -13.1% 200,000 $8.6M
Police & Firemen's Retirement System of New Jersey 0.08% Add +2.2% 198,046 $8.5M
Daiwa Securities Group Inc. 0.03% Add +4.6% 196,280 $8.4M
Horizon Investments, LLC 0.13% Add +683.2% 197,759 $8.4M
Rowlandmiller & Partners.adv 1.71% Reduce -1.1% 192,531 $8.3M
Xponance LLC 0.07% Add +2.2% 191,240 $8.2M
Mercer Global Advisors Inc. 0.02% Add +4.8% 191,025 $8.2M
Arkadios Wealth Advisors 0.25% Add +8.8% 190,599 $8.2M
Cresset Asset Management, LLC 0.04% Reduce -9.8% 189,199 $8.1M
1834 Investment Advisors Co. 1.02% Reduce -0.0% 188,123 $8.1M
Freemont Management S.A. 1.33% Add +30.7% 187,500 $8.1M
Avantax Advisory Services, Inc. 0.04% Add +10.9% 182,978 $7.9M
Huber Capital Management LLC 1.33% Add +38.0% 181,464 $7.8M
Ibex Wealth Advisors 0.83% Add +2.1% 180,528 $7.8M
Yousif Capital Management, LLC 0.08% Reduce -0.9% 179,759 $7.7M
New York Life Investment Management LLC 0.07% Add +1.2% 178,061 $7.7M
Logan Capital Management Inc. 0.35% Reduce -7.1% 177,229 $7.6M
M&T Bank Corp 0.03% Add +2.8% 175,555 $7.5M
Boston Common Asset Management, LLC 0.21% Reduce -20.5% 175,058 $7.5M
Socorro Asset Management LP 2.59% Reduce -9.0% 173,365 $7.5M
AustralianSuper Pty Ltd 0.04% New 172,622 $7.4M
Argent Trust Co 0.28% Add +3.2% 171,598 $7.4M
Diversified Trust Co. 0.16% Reduce -0.8% 171,445 $7.4M
Ethic Inc. 0.13% Reduce -1.6% 171,693 $7.3M
NTV Asset Management LLC 0.87% Reduce -1.9% 169,701 $7.3M
Regions Financial Corp. 0.05% Reduce -5.8% 168,825 $7.3M
Public Employees Retirement Association of Colorado 0.03% Reduce -5.8% 167,972 $7.2M
Millennium Management 0.01% Reduce -93.6% 167,910 $7.2M
Janus Henderson Group PLC 0.00% Reduce -32.2% 166,484 $7.2M
Highland Capital Management, LLC 0.39% Reduce -1.4% 165,569 $7.1M
Empowered Funds, LLC 0.08% Add +20.5% 165,271 $7.1M
Continental Advisors LLC 5.08% Add +3.5% 165,172 $7.1M
Cibc World Markets Corp. 0.05% Add +3.5% 164,791 $7.1M
Pathstone Holdings, LLC 0.03% Add +1.0% 164,510 $7.1M
Zions Bancorporation, National Association 0.38% Reduce -1.1% 163,904 $7.0M
Nissay Asset Management Corp. /Japan 0.04% Add +1.2% 163,711 $7.0M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +4.6% 163,325 $7.0M
NewEdge Advisors, LLC 0.04% Reduce -14.9% 162,256 $7.0M
Alpha Omega Wealth Management LLC 1.24% Add +0.1% 161,228 $6.9M
Kingsview Wealth Management, LLC 0.12% Add +4.0% 160,767 $6.9M
Intact Investment Management Inc. 0.23% Reduce -19.4% 159,700 $6.9M
Linscomb Wealth, Inc. 0.31% Add +3.6% 158,329 $6.8M
Reliant Investment Partners, LLC 5.86% Reduce -1.3% 156,293 $6.7M
Davis Selected Advisers 0.04% Reduce -0.4% 155,845 $6.7M
Alerus Financial NA 0.48% Add +7.7% 153,849 $6.6M
Towne Trust Company, N.A 2.30% Reduce -5.1% 153,450 $6.6M
Mackenzie Financial Corp. 0.01% Reduce -0.7% 151,711 $6.5M
Mutual of America Capital Management LLC 0.07% Reduce -1.9% 150,185 $6.5M
Cibc World Market Inc. 0.01% Reduce -18.8% 148,451 $6.4M
State of Alaska, Department of Revenue 0.07% Reduce -4.6% 147,083 $6.3M
Harvest Portfolios Group Inc. 0.15% Reduce -1.1% 145,210 $6.2M
DRW Securities, LLC 0.44% Add +2353.8% 144,822 $6.2M
Concurrent Investment Advisors, LLC 0.12% Add +0.2% 144,441 $6.2M
Atlantic Union Bankshares Corp 0.14% Add +109.9% 144,158 $6.2M
Oppenheimer & Co. Inc. 0.08% Add +3.0% 142,500 $6.1M
Advisory Services Network, LLC 0.10% Reduce -9.6% 140,086 $6.1M
Woodline Partners LP 0.03% Add +27.4% 141,651 $6.1M
Los Angeles Capital Management LLC 0.02% Reduce -0.1% 141,104 $6.1M
Jamison Private Wealth Management, Inc. 0.87% Reduce -1.6% 140,647 $6.0M
Cornerstone Wealth Group, LLC 0.45% Add +1.9% 140,243 $6.0M
OP Asset Management Ltd 0.09% Reduce -1.2% 140,103 $6.0M
Ieq Capital, LLC 0.04% Add +64.1% 139,670 $6.0M
Atria Investments, Inc 0.07% Add +4.2% 136,310 $5.9M
Pinnacle Financial Partners Inc 0.12% Add +0.1% 134,446 $5.8M
Associated Banc-Corp 0.16% Reduce -4.1% 132,457 $5.7M
Shelton Capital Management 0.13% Add +9.8% 131,783 $5.7M
Stephens Inc. 0.08% Reduce -0.6% 130,913 $5.6M
United Capital Management of KS, Inc. 0.87% Add +2.8% 129,105 $5.6M
Global Wealth Management Investment Advisory, Inc. 1.04% Add +43.8% 128,968 $5.5M
Vanguard Personalized Indexing Management, LLC 0.06% Reduce -1.8% 128,417 $5.5M
NEOS Investment Management LLC 0.07% Add +26.4% 127,879 $5.5M
HRT Financial LP 0.02% Add +71.6% 127,443 $5.5M
Bank of Nova Scotia 0.01% Reduce -8.3% 126,387 $5.4M
Loudon Investment Management, LLC 2.97% Reduce -0.4% 124,821 $5.4M
Grant Private Wealth Management Inc 3.04% New 124,663 $5.4M
Chesley Taft & Associates LLC 0.24% Reduce -0.1% 124,041 $5.3M
Federation des caisses Desjardins du Quebec 0.02% Add +3.4% 123,789 $5.3M
King Luther Capital Management Corp. 0.02% Add +150.2% 122,979 $5.3M
Whitener Capital Management, Inc. 1.38% Add +0.2% 120,934 $5.2M
XTX Topco Ltd 0.21% Add +384.2% 119,727 $5.1M
Baugh & Associates, LLC 2.68% Reduce -4.4% 129,066 $5.1M
HB Wealth Management, LLC 0.04% Reduce -13.3% 118,765 $5.1M
LaFleur & Godfrey LLC 0.64% Reduce -8.4% 118,553 $5.1M
Focus Partners Wealth 0.01% Reduce -1.1% 118,219 $5.1M
Natixis 0.02% Reduce -74.7% 115,444 $5.0M
Bridge Creek Capital Management LLC 1.44% Add +0.5% 114,202 $4.9M
Nordea Investment Management AB 0.00% Add +6.2% 113,812 $4.9M
Oregon Public Employees Retirement Fund 0.09% Add +0.1% 113,175 $4.9M
Candriam S.C.A. 0.03% Reduce -82.9% 112,891 $4.9M
Orion Porfolio Solutions, LLC 0.04% Add +14.1% 111,683 $4.8M
Country Club Bank 0.30% Reduce -3.3% 112,340 $4.8M
Abn Amro Investment Solutions 0.10% Reduce -17.2% 111,263 $4.8M
First Citizens Bank & Trust Co. 0.09% Add +2.8% 110,540 $4.8M
Inspire Trust Co, N.A. 0.96% Add +20.0% 108,000 $4.6M
Simon Quick Advisors, LLC 0.23% Add +1342.1% 107,726 $4.6M
QRG Capital Management, Inc. 0.04% Reduce -37.0% 107,154 $4.6M
ASR Vermogensbeheer N.V. 0.06% Add +4.8% 106,783 $4.6M
Kempner Capital Management Inc. 2.46% No change 106,692 $4.6M
Pacer Advisors, Inc. 0.01% Add +20.6% 106,593 $4.6M
Generali Asset Management SPA SGR 0.10% Add +182.1% 106,556 $4.6M
Griffin Asset Management, Inc. 0.54% Reduce -0.2% 106,299 $4.6M
SteelPeak Wealth, LLC 0.18% Add +17.6% 105,698 $4.5M
Choreo, LLC 0.06% Reduce -18.6% 104,831 $4.5M
Hedeker Wealth, LLC 1.04% Add +2.9% 103,757 $4.5M
Teachers Retirement System of the State of Kentucky 0.04% Add +1.3% 103,733 $4.5M
Colonial Trust Advisors 0.37% Reduce -2.5% 102,983 $4.4M
Cullinan Associates Inc. 0.29% Reduce -0.7% 102,535 $4.4M
Sompo Asset Management Co., Ltd. 0.76% Reduce -4.0% 102,265 $4.4M
Wellington Shields Capital Management, LLC 0.74% Add +4.2% 102,061 $4.4M
GMO 0.01% Reduce -8.0% 102,033 $4.4M
Pinebridge Investments, L.P. 0.03% Reduce -40.2% 101,870 $4.4M
Verdence Capital Advisors LLC 0.30% Add +9.8% 101,380 $4.4M
Patten & Patten Inc. 0.28% Reduce -5.0% 101,127 $4.3M
Venture Visionary Partners LLC 0.16% Add +41.1% 100,632 $4.3M
Dana Investment Advisors, Inc. 0.14% Reduce -8.8% 99,766 $4.3M
Engineers Gate Manager LP 0.05% Reduce -62.0% 97,022 $4.2M
Semmax Financial Advisors Inc. 1.07% Add +2.0% 95,398 $4.2M
Sterling Investment Advisors, Ltd. 0.91% Reduce -4.9% 96,326 $4.1M
Clearstead Advisors, LLC 0.06% Add +6.6% 96,069 $4.1M
Moore Capital Management, LP 0.09% Reduce -59.0% 95,200 $4.1M
Capital Investment Advisory Services, LLC 0.33% Reduce -5.0% 94,544 $4.1M
Jump Financial, LLC 0.05% Add +955.7% 94,270 $4.1M
Mubadala Investment Co PJSC 0.02% New 93,330 $4.0M
Fiduciary Alliance LLC 0.30% Reduce -6.3% 92,369 $4.0M
Kestra Private Wealth Services, LLC 0.06% Add +7.4% 92,241 $4.0M
Community Bank, N.A. 0.52% Add +9.8% 92,254 $4.0M
Axxcess Wealth Management, LLC 0.09% Reduce -0.6% 91,564 $3.9M
Mizuho Securities USA LLC 0.08% — 90,502 $3.9M
Keybank National Association 0.01% Reduce -6.5% 90,250 $3.9M
Iowa State Bank 0.77% Reduce -2.0% 89,573 $3.9M
XML Financial, LLC 0.33% Reduce -2.5% 89,479 $3.8M
Brevan Howard Capital Management LP 0.04% New 89,452 $3.8M
Signature Wealth Management Group 1.51% Reduce -0.6% 88,973 $3.8M
Avanza Fonder AB 0.11% Reduce -13.4% 87,274 $3.8M
Am Investment Strategies LLC 0.88% Add +1.8% 87,078 $3.7M
Waverly Advisors, LLC 0.04% Add +10.1% 86,537 $3.7M
Thomasville National Bank 0.25% Add +11.5% 86,411 $3.7M
Groupe la Francaise 0.06% Add +20.0% 86,012 $3.7M
StoneX Group Inc. 0.18% Add +1.4% 85,545 $3.7M
Kentucky Retirement Systems 0.11% Reduce -6.2% 85,538 $3.7M
Quantbot Technologies LP 0.09% Reduce -64.4% 85,079 $3.7M
Hengehold Capital Management LLC 0.33% Add +1.0% 83,407 $3.6M
Commerce Bank 0.02% Reduce -10.8% 83,270 $3.6M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -1.4% 82,746 $3.6M
Tocqueville Asset Management L.P. 0.05% Add +835.2% 81,187 $3.5M
Van Eck Associates Corp. 0.00% Reduce -3.5% 81,174 $3.5M
Bragg Financial Advisors, Inc 0.12% Reduce -0.8% 80,052 $3.4M
Wealth Group, Ltd. 3.41% Reduce -12.7% 79,994 $3.4M
Cary Street Partners Financial LLC 0.10% Add +21.2% 79,906 $3.4M
Equitable Trust Co. 0.17% Reduce -5.4% 79,411 $3.4M
Hartford Investment Management Co. 0.11% Reduce -1.9% 78,438 $3.4M
Private Advisor Group, LLC 0.02% Reduce -6.0% 77,989 $3.4M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Add +9.6% 77,261 $3.3M
TD Private Client Wealth LLC 0.08% Reduce -2.6% 76,543 $3.3M
Thrivent Financial for Lutherans 0.01% Reduce -49.6% 76,522 $3.3M
Wellington Management Group LLP 0.00% Add +55.9% 76,308 $3.3M
Cwm, LLC 0.01% Add +34.5% 76,277 $3.3M
Glass Wealth Management Co LLC 1.74% Add +2.3% 76,003 $3.3M
Norinchukin Bank, The 0.05% Add +4.7% 73,400 $3.2M
Merit Financial Group, LLC 0.03% Add +42.1% 72,779 $3.1M
J.W. Cole Advisors, Inc. 0.06% Add +6.3% 71,009 $3.1M
Anchor Investment Management, LLC 0.26% Reduce -4.7% 69,963 $3.0M
Concord Asset Management, LLC 0.45% Add +568.5% 69,847 $3.0M
Concord Wealth Partners 0.44% Reduce -0.4% 69,847 $3.0M
United Bank 1.14% Reduce -22.9% 69,548 $3.0M
Larson Financial Group LLC 0.12% Add +3105.0% 69,357 $3.0M
Csenge Advisory Group 0.16% Reduce -0.5% 75,331 $3.0M
Louisiana State Employees Retirement System 0.05% Reduce -2.4% 69,100 $3.0M
Wesbanco Bank Inc. 0.09% Reduce -8.9% 68,491 $2.9M
Securian Asset Management, Inc. 0.08% Reduce -1.8% 68,445 $2.9M
Allianz Asset Management GmbH 0.00% Reduce -38.3% 68,363 $2.9M
Gulf International Bank (UK) Ltd 0.10% Reduce -14.3% 68,030 $2.9M
Steward Partners Investment Advisory, LLC 0.02% Reduce -6.4% 67,234 $2.9M
Motley Fool Asset Management LLC 0.13% Add +10.6% 67,127 $2.9M
Catherine Avery Investment Management LLC 2.17% Add +34.7% 66,294 $2.8M
Montag A & Associates Inc. 0.14% Reduce -56.5% 65,940 $2.8M
Fifth Third Bancorp 0.01% Reduce -43.8% 65,651 $2.8M
Pettyjohn, Wood & White, Inc. 0.50% Reduce -2.6% 65,545 $2.8M
Camden National Bank 0.40% Reduce -2.4% 65,295 $2.8M
Foster Victor Wealth Advisors, LLC 0.19% Add +0.4% 62,087 $2.8M
Edmp, Inc. 2.38% Reduce -7.7% 65,110 $2.8M
Hancock Whitney Corp. 0.05% Add +21.0% 64,859 $2.8M
Advisors Asset Management, Inc. 0.05% Reduce -11.3% 64,758 $2.8M
Dakota Wealth Management 0.06% Reduce -51.9% 64,125 $2.8M
Maryland State Retirement & Pension System 0.06% Add +2.0% 63,678 $2.7M
MassMutual Private Wealth & Trust, FSB 0.07% Add +2.0% 63,526 $2.7M
Kavar Capital Partners Group, LLC 0.39% Reduce -0.3% 63,331 $2.7M
Point72 Asia (Singapore) Pte. Ltd. 0.48% Reduce -5.0% 63,313 $2.7M
ING Groep NV 0.02% Add +7.3% 63,143 $2.7M
Allspring Global Investments Holdings, LLC 0.00% Reduce -0.9% 61,327 $2.7M
Principle Wealth Partners LLC 0.17% Reduce -2.4% 63,046 $2.7M
New Mexico Educational Retirement Board 0.09% No change 62,088 $2.7M
Elo Mutual Pension Insurance Co 0.05% Add +4.1% 61,981 $2.7M
Simmons Bank 0.19% Add +4.6% 60,851 $2.6M
Carnegie Investment Counsel 0.05% Add +9.3% 60,536 $2.6M
Holderness Investments Co. 0.56% Add +0.8% 60,219 $2.6M
Daiichi Life Insurance Co., Ltd. 0.07% Add +15.6% 59,599 $2.6M
Lee Danner & Bass Inc. 0.20% Reduce -0.3% 58,952 $2.5M
Colonial Trust Co / SC 0.37% Reduce -13.9% 58,420 $2.5M
Crossmark Global Holdings, Inc. 0.04% Reduce -3.3% 58,284 $2.5M
Gator Capital Management, LLC 0.78% No change 58,000 $2.5M
Global Retirement Partners, LLC 0.06% — 57,999 $2.5M
Y-Intercept (Hong Kong) Ltd 0.06% Add +2.3% 57,779 $2.5M
Salzhauer Michael 1.55% Reduce -20.8% 57,327 $2.5M
Arvest Bank Trust Division 0.14% Add +1.6% 57,258 $2.5M
Jane Street Group, LLC 0.00% Reduce -93.0% 57,165 $2.5M
Peloton Wealth Strategists 1.00% Reduce -4.2% 56,900 $2.4M
Hardin Capital Partners, LLC 1.44% Reduce -0.6% 55,283 $2.4M
Drucker Wealth 3.0, LLC 0.47% Reduce -23.1% 53,993 $2.4M
First Bank & Trust 0.43% Reduce -2.6% 56,692 $2.4M
Metis Global Partners, LLC 0.06% Reduce -12.3% 56,631 $2.4M
Stratos Wealth Partners, LTD. 0.03% Reduce -2.1% 56,061 $2.4M
Fulton Bank, N.A. 0.09% Reduce -8.7% 55,619 $2.4M
Rather & Kittrell, Inc. 0.47% Reduce -0.0% 55,436 $2.4M
Disciplined Equity Management, Inc. 1.39% Add +17.4% 55,180 $2.4M
Apollon Wealth Management, LLC 0.05% Add +3.6% 55,048 $2.4M
Commerzbank Aktiengesellschaft 0.05% Add +17.7% 54,895 $2.4M
HF Advisory Group, LLC 0.93% Add +36.4% 54,694 $2.4M
United Capital Financial Advisors, LLC 0.02% Add +22.7% 54,655 $2.3M
Laurel Wealth Advisors LLC 0.35% Reduce -1.8% 54,338 $2.3M
David Wealth Management LLC 1.74% No change 54,270 $2.3M
Bailard, Inc. 0.05% Add +1.2% 53,979 $2.3M
Cordgrass Capital Advisors, LLC 0.62% Add +11.7% 53,326 $2.3M
Heritage Trust Co 0.26% Add +0.7% 53,321 $2.3M
Hennion & Walsh Asset Management, Inc. 0.09% Add +49.1% 53,209 $2.3M
Nicholas Hoffman & Company, LLC. 0.06% Add +0.0% 53,052 $2.3M
Poehling Capital Management, INC. 0.53% Add +0.2% 52,747 $2.3M
Farmers National Bank 0.60% Reduce -1.1% 52,683 $2.3M
Stock Yards Bank & Trust Co. 0.07% Reduce -6.6% 52,230 $2.2M
BlueChip Wealth Advisors LLC 0.92% Reduce -1.6% 52,196 $2.2M
AG2R La Mondiale Gestion D'actifs 0.12% Add +4.0% 52,167 $2.2M
Tower Research Capital LLC (TRC) 0.06% Add +15.8% 52,146 $2.2M
Moloney Securities Asset Management, LLC 0.28% Add +0.8% 51,976 $2.2M
Prospera Financial Services Inc 0.04% Add +8.3% 51,579 $2.2M
Graves Light Lenhart Wealth, Inc. 0.26% Reduce -1.0% 51,522 $2.2M
Ally Financial Inc. 0.25% Add +82.1% 51,000 $2.2M
E. Ohman J:or Asset Management AB 0.05% Reduce -16.6% 50,884 $2.2M
Moors & Cabot, Inc. 0.10% Reduce -16.2% 50,464 $2.2M
Sciencast Management LP 0.45% New 50,437 $2.2M
KMG Fiduciary Partners, LLC 0.16% Add +5.1% 50,055 $2.2M
CWA Asset Management Group, LLC 0.09% Reduce -14.8% 49,612 $2.1M
Huntington National Bank 0.02% Reduce -5.0% 49,600 $2.1M
IVC Wealth Advisors LLC 1.04% Reduce -2.9% 49,594 $2.1M
Argyle Capital Management, LLC 0.77% Add +5.1% 49,366 $2.1M
Wealth Advisors of Tampa Bay, LLC 0.80% Add +47.7% 49,102 $2.1M
SeaCrest Wealth Management, LLC 0.23% Add +1.5% 48,953 $2.1M
Vise Technologies, Inc. 0.09% — 48,813 $2.1M
Thompson Siegel & Walmsley LLC 0.04% Reduce -1.0% 48,774 $2.1M
Southern Capital Advisors, LLC 1.07% Add +2.7% 48,446 $2.1M
CIBC Private Wealth Group LLC 0.00% Reduce -71.1% 48,373 $2.1M
Mutual Advisors, LLC 0.05% Add +4.9% 45,456 $2.1M
Capital Investment Counsel, Inc 0.28% Reduce -9.3% 48,266 $2.1M
Praxis Investment Management Inc. 0.13% No change 47,920 $2.1M
OMERS ADMINISTRATION Corp 0.02% No change 47,639 $2.0M
Park Avenue Securities LLC 0.02% Reduce -7.0% 47,564 $2.0M
Pathway Financial Advisers, LLC 0.65% Reduce -0.4% 46,755 $2.0M
Empirical Finance, LLC 0.10% Add +0.6% 46,253 $2.0M
Canada Post Corp Registered Pension Plan 0.12% New 46,138 $2.0M
Financial Partners Group, LLC 0.72% Add +29.9% 45,982 $2.0M
Integrated Wealth Concepts LLC 0.02% Add +58.5% 45,916 $2.0M
Abundance Wealth Counselors 0.37% Add +1.6% 45,886 $2.0M
Bleakley Financial Group, LLC 0.05% Add +17.8% 45,192 $1.9M
EJF Capital LP 1.54% Reduce -39.5% 44,901 $1.9M
GHP Investment Advisors, Inc. 0.09% Add +1.0% 44,872 $1.9M
Vident Advisory, LLC 0.02% Add +5.6% 44,800 $1.9M
Argent Advisors, Inc. 0.59% Add +7.1% 44,536 $1.9M
Fearless Solutions, LLC dba Best Invest 1.33% Add +0.6% 44,332 $1.9M
Novare Capital Management LLC 0.15% Reduce -16.2% 44,057 $1.9M
Capital International Sarl 0.04% Reduce -7.0% 43,552 $1.9M
Capital Investment Advisors, LLC 0.03% Reduce -4.6% 43,493 $1.9M
Investors Research Corp 0.37% No change 43,378 $1.9M
ZWJ Investment Counsel Inc. 0.07% Reduce -4.8% 43,299 $1.9M
Glenmede Investment Management, LP 0.01% — 43,188 $1.9M
Intech Investment Management LLC 0.02% Reduce -4.9% 42,725 $1.8M
Princeton Capital Management LLC 0.54% Add +20.7% 42,529 $1.8M
one8zero8, LLC 0.43% Add +4.4% 42,172 $1.8M
Marco Investment Management LLC 0.15% Reduce -8.6% 41,956 $1.8M
Principal Securities, Inc. 0.03% Reduce -19.6% 41,780 $1.8M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.2% 41,776 $1.8M
Ahl Investment Management, Inc. 1.19% Reduce -4.9% 41,609 $1.8M
Ballast, Inc. 0.46% Add +4.3% 41,058 $1.8M
Procyon Advisors, LLC 0.17% Add +67.2% 40,925 $1.8M
Sequoia Financial Advisors, LLC 0.01% Add +6.5% 40,827 $1.8M
Arvest Investments, Inc. 0.26% Reduce -1.7% 40,525 $1.7M
Tidal Investments LLC 0.01% Add +59.3% 40,328 $1.7M
Foundations Investment Advisors, LLC 0.03% Reduce -2.6% 40,199 $1.7M
Jacobi Capital Management LLC 0.11% Add +6.6% 39,829 $1.7M
IFG Advisory, LLC 0.09% Reduce -31.8% 39,826 $1.7M
Kentucky Trust Co 0.98% Add +0.6% 39,665 $1.7M
Frank, Rimerman Advisors LLC 0.11% Add +29.6% 39,497 $1.7M
Heritage Wealth Advisors 0.08% Reduce -2.4% 39,199 $1.7M
Icon Advisers Inc. 0.39% No change 39,100 $1.7M
Hills Bank & Trust Co 0.11% Reduce -15.3% 39,055 $1.7M
Berkeley Capital Partners, LLC 0.42% Add +2.3% 38,886 $1.7M
Level Four Advisory Services, LLC 0.06% Reduce -2.9% 38,876 $1.7M
Cornercap Investment Counsel Inc. 0.87% Reduce -2.3% 38,862 $1.7M
Savant Capital, LLC 0.01% Reduce -37.7% 38,758 $1.7M
Tokio Marine Asset Management Co. Ltd. 0.06% No change 38,478 $1.7M
Blue Trust, Inc. 0.02% Reduce -10.6% 38,457 $1.7M
Diamant Asset Management, Inc. 1.26% Reduce -0.5% 38,421 $1.7M
St. Johns Investment Management Company, LLC 0.76% Add +4.9% 38,411 $1.7M
Kintegral Advisory, LLC 0.15% Reduce -0.1% 38,299 $1.6M
BankPlus Trust Department 0.49% Add +16.0% 38,156 $1.6M
AIA Group Ltd 0.04% Reduce -11.4% 37,915 $1.6M
Signaturefd, LLC 0.03% Reduce -21.8% 37,675 $1.6M
Norris Financial Group, LLC 0.66% Reduce -3.7% 37,458 $1.6M
CW Advisors, LLC 0.02% Reduce -18.4% 37,375 $1.6M
OneDigital Investment Advisors LLC 0.02% Reduce -2.1% 37,222 $1.6M
Quadrant Capital Group LLC 0.06% Add +18.2% 37,159 $1.6M
Ossiam 0.02% Add +28.4% 36,922 $1.6M
Arcus Capital Partners, LLC 0.68% No change 36,722 $1.6M
Hennessy Advisors Inc. 0.05% Add +12.3% 36,500 $1.6M
Citizens & Northern Corp. 0.42% Reduce -3.4% 36,476 $1.6M
Davis Investment Partners, LLC 0.56% Add +19.6% 35,426 $1.6M
Kentucky Retirement Systems Insurance Trust Fund 0.11% Reduce -6.5% 36,303 $1.6M
Wealth Alliance, LLC 0.17% Reduce -2.4% 36,273 $1.6M
Trust Co. of Toledo NA 0.17% Reduce -21.5% 36,253 $1.6M
JT Stratford LLC 0.23% Reduce -4.1% 35,649 $1.5M
Blair William & Co. 0.00% Add +9.8% 35,511 $1.5M
Raleigh Capital Management Inc. 0.64% Add +3.9% 35,430 $1.5M
Mindset Wealth Management, LLC 0.50% Add +1.6% 35,388 $1.5M
Marotta Asset Management 0.30% Reduce -16.5% 35,216 $1.5M
AMG National Trust Bank 0.04% No change 35,195 $1.5M
San Luis Wealth Advisors LLC 0.32% Add +190.1% 35,174 $1.5M
Physicians Financial Services, Inc. 0.45% Reduce -1.7% 34,943 $1.5M
Quadrature Capital Ltd 0.03% New 34,935 $1.5M
Crews Bank & Trust 0.24% Reduce -10.5% 34,744 $1.5M
M&G PLC 0.01% Reduce -87.5% 34,548 $1.5M
Beacon Pointe Advisors, LLC 0.02% Add +1.4% 34,449 $1.5M
Focus Partners Advisor Solutions, LLC 0.02% Add +30.8% 34,259 $1.5M
Neville Rodie & Shaw Inc. 0.11% Reduce -11.7% 34,145 $1.5M
Banque Cantonale Vaudoise 0.06% Add +44.4% 33,844 $1.5M
Eagle Bluffs Wealth Management LLC 0.69% Add +0.2% 33,701 $1.4M
Creative Financial Designs Inc. 0.10% Add +901.8% 33,641 $1.4M
Octavia Wealth Advisors, LLC 0.16% Reduce -14.6% 33,619 $1.4M
PARK CIRCLE Co 1.24% Add +60.2% 33,530 $1.4M
Taylor Financial Group, Inc. 0.89% Add +8.6% 33,338 $1.4M
Ostrum Asset Management 0.07% Reduce -9.3% 33,225 $1.4M
Independence Bank of Kentucky 0.20% Reduce -12.1% 33,075 $1.4M
Voya Financial Advisors, Inc. 0.14% Add +5.0% 33,277 $1.4M
Stonebridge Capital Advisors LLC 0.11% Reduce -2.0% 32,970 $1.4M
Allen Mooney & Barnes Investment Advisors LLC 0.23% Add +11.9% 32,669 $1.4M
V. M. Manning & Co., Inc. 1.53% — 29,384 $1.4M
Meitav Investment House Ltd. 0.02% Add +29.9% 32,146 $1.4M
New England Research & Management, Inc. 0.66% Reduce -2.2% 32,075 $1.4M
Investment Management Corp of Ontario 0.02% Reduce -14.7% 32,032 $1.4M
D.A. Davidson & Co. 0.01% Add +0.2% 31,969 $1.4M
Jain Global LLC 0.02% Add +184.5% 31,942 $1.4M
Tounjian Advisory Partners, LLC 0.27% Reduce -1.3% 33,308 $1.4M
Canandaigua National Bank & Trust Co. 0.13% Add +3.9% 31,774 $1.4M
AssuredPartners Investment Advisors, LLC 0.33% Add +3.1% 31,574 $1.4M
Ballentine Partners, LLC 0.02% Add +8.4% 31,482 $1.4M
Mufg Securities Americas Inc. 0.12% Add +20.9% 31,398 $1.3M
Applied Capital LLC 1.00% Reduce -0.5% 31,361 $1.3M
Aptus Capital Advisors, LLC 0.01% Reduce -0.5% 31,128 $1.3M
Erste Asset Management GmbH 0.01% Add +0.0% 31,375 $1.3M
Walleye Capital LLC 0.01% Reduce -36.2% 30,975 $1.3M
PBMares Wealth Management LLC 0.24% Add +0.1% 30,940 $1.3M
First American Bank 0.09% Reduce -36.6% 30,543 $1.3M
Summit Trail Advisors, LLC 0.02% Add +33.3% 30,323 $1.3M
Argentarii, LLC 0.60% Reduce -12.9% 30,270 $1.3M
Prudential PLC 0.01% Reduce -35.3% 30,245 $1.3M
Brooks, Moore & Associates, Inc. 0.70% No change 29,726 $1.3M
Gotham Asset Management 0.01% Add +5.4% 30,219 $1.3M
Trust Co. of Vermont 0.06% Add +1.0% 29,976 $1.3M
BCS Wealth Management 0.28% Add +3.4% 29,869 $1.3M
Quadcap Wealth Management, LLC 0.16% Reduce -0.4% 29,634 $1.3M
Twin City Private Wealth, LLC 1.03% Reduce -25.9% 29,287 $1.3M
GAMMA Investing LLC 0.08% Add +4.1% 29,255 $1.3M
MCF Advisors LLC 0.08% Reduce -0.6% 28,991 $1.2M
Mgo One Seven LLC 0.04% Add +0.9% 28,849 $1.2M
Caisse Des Depots Et Consignations 0.05% No change 28,842 $1.2M
Sound View Wealth Advisors Group, LLC 0.09% Reduce -1.9% 28,362 $1.2M
Fifth Third Wealth Advisors LLC 0.05% Add +13.3% 28,299 $1.2M
Vestcor Inc 0.04% Add +16.4% 28,227 $1.2M
New Century Financial Group, LLC 1.41% Add +3.6% 27,969 $1.2M
Harris Associates (Oakmark Funds) 0.00% Reduce -93.2% 27,930 $1.2M
Linden Thomas Advisory Services, LLC 0.13% Add +4.0% 27,890 $1.2M
Ted Buchan & Co 0.48% Add +7.9% 27,866 $1.2M
Balyasny Asset Management L.P. 0.00% Reduce -99.5% 27,787 $1.2M
Wealthspire Advisors, LLC 0.01% Reduce -9.7% 27,673 $1.2M
Symphony Financial, Ltd. Co. 0.16% Add +53.1% 25,030 $1.2M
Hilltop Holdings Inc. 0.08% Add +1.9% 27,648 $1.2M
V-Square Quantitative Management LLC 0.16% Reduce -5.7% 27,531 $1.2M
Bayview Asset Management, LLC 1.19% New 27,500 $1.2M
Old North State Trust, LLC 0.81% Add +13.2% 27,426 $1.2M
Tiaa Trust, National Association 0.00% Add +2.5% 27,414 $1.2M
Dividend Assets Capital, LLC 0.21% No change 27,364 $1.2M
Great Lakes Retirement, Inc. 0.14% Add +7.8% 27,247 $1.2M
William B. Walkup & Associates, Inc. 0.69% No change 27,224 $1.2M
United Bank 0.14% No change 27,000 $1.2M
Founders Financial Alliance, LLC 0.26% Reduce -0.3% 26,960 $1.2M
Patten Group, Inc. 0.24% Reduce -4.7% 26,866 $1.2M
Huntleigh Advisors, Inc. 0.22% Add +15.4% 26,744 $1.1M
Trust Co of the South 0.20% No change 26,728 $1.1M
Impax Asset Management Group plc 0.01% No change 26,596 $1.1M
Wealth Quarterback LLC 0.54% Add +59.9% 26,492 $1.1M
WealthShield Partners, LLC 0.14% Reduce -0.2% 26,260 $1.1M
AXA S.A. 0.00% Add +23.1% 26,192 $1.1M
Bank & Trust Co 0.89% Add +1.7% 26,081 $1.1M
Meeder Advisory Services, Inc. 0.06% Reduce -3.4% 26,008 $1.1M
VestGen Advisors, LLC 0.04% Add +9.0% 26,000 $1.1M
RBF Capital, LLC 0.06% No change 25,900 $1.1M
Lowe Brockenbrough & Co. Inc. 0.06% No change 25,881 $1.1M
Brighton Jones LLC 0.03% Add +10.8% 25,565 $1.1M
Siemens Fonds Invest GmbH 0.06% Add +15.9% 25,223 $1.1M
Fourthstone LLC 0.21% Add +4.6% 25,100 $1.1M
Bank Ozk 0.41% Add +1.3% 24,984 $1.1M
Triangle Securities Wealth Management 0.26% Reduce -51.0% 24,868 $1.1M
Patton Albertson Miller Group, LLC 0.14% Add +4.1% 24,860 $1.1M
Bridges Investment Management Inc. 0.01% Add +0.1% 24,711 $1.1M
Brown Brothers Harriman & Co. 0.01% Add +22.7% 24,689 $1.1M
Patriot Financial Group Insurance Agency, LLC 0.12% Add +52.1% 24,674 $1.1M
Numerai GP LLC 0.15% New 24,640 $1.1M
Community Trust & Investment Co. 0.06% No change 24,640 $1.1M
Laird Norton Wetherby Wealth Management, LLC 0.05% — 24,586 $1.1M
Comprehensive Financial Consultants Institutional, Inc. 0.35% Reduce -0.9% 24,530 $1.1M
Welch & Forbes LLC 0.01% Reduce -0.7% 24,441 $1.1M
Paradigm Capital Management, LLC 1.05% Reduce -7.2% 24,345 $1.0M
River Wealth Advisors LLC 0.13% Reduce -13.6% 24,228 $1.0M
HighPoint Advisor Group LLC 0.06% Reduce -3.4% 24,172 $1.0M
Snowden Capital Advisors LLC 0.03% Reduce -0.8% 24,080 $1.0M
Smith Chas P & Associates Pa Cpas 0.06% Add +1.3% 24,027 $1.0M
World Investment Advisors 0.02% Add +1.5% 23,937 $1.0M
Prevail Innovative Wealth Advisors, LLC 0.23% Add +29.6% 23,715 $1.0M
FORA Capital, LLC 0.11% New 23,581 $1.0M
Provident Investment Management, Inc. 0.09% Add +0.9% 23,530 $1.0M
Hodges Capital Management Inc. 0.10% Reduce -35.5% 23,437 $1.0M
Cornerstone Select Advisors, LLC 0.89% Reduce -2.1% 23,425 $1.0M
RFG Advisory, LLC 0.02% Add +4.6% 23,386 $1.0M
Geneos Wealth Management Inc. 0.02% Add +21.4% 23,384 $1.0M
Point72 (DIFC) Ltd 0.08% Reduce -87.0% 23,307 $1.0M
Certified Advisory Corp 0.10% Reduce -0.9% 23,295 $1.0M
Scotia Capital Inc. 0.00% Add +9.5% 23,124 $994K
Fort Sheridan Advisors LLC 0.14% Add +3.2% 23,074 $992K
Moody National Bank Trust Division 0.09% Add +0.9% 23,003 $989K
Financial Security Advisor, Inc. 0.23% Add +0.4% 22,977 $988K
LOM Asset Management Ltd 0.33% — 22,862 $983K
Marietta Investment Partners LLC 0.22% Reduce -39.5% 22,851 $982K
Greenwood Capital Associates LLC 0.12% Reduce -4.2% 22,742 $978K
Garda Capital Partners LP 0.28% Reduce -71.6% 22,741 $978K
TOWER TRUST & INVESTMENT Co 0.69% Reduce -0.2% 22,736 $977K
Salomon & Ludwin, LLC 0.10% Reduce -0.2% 21,695 $977K
Atria Wealth Solutions, Inc. 0.02% Reduce -25.2% 22,375 $975K
Intrua Financial, LLC 0.14% Add +7.8% 22,572 $970K
Legacy Financial Advisors, Inc. 0.15% Reduce -38.8% 22,522 $968K
Meridian Wealth Management, LLC 0.04% Reduce -2.3% 22,422 $964K
International Assets Investment Management, LLC 0.08% Reduce -10.5% 22,420 $964K
Dover Advisors, LLC 0.42% Reduce -5.7% 22,409 $963K
Monument Capital Management 0.25% No change 22,280 $958K
EPG Wealth Management LLC 0.29% Reduce -3.1% 22,262 $957K
Widmann Financial Services, Inc. 0.66% Reduce -3.0% 22,178 $953K
Weaver C. Barksdale & Associates, Inc. 0.91% Reduce -1.0% 22,163 $953K
Ingalls & Snyder LLC 0.03% No change 22,058 $948K
Valeo Financial Advisors, LLC 0.02% Add +20.7% 21,952 $944K
Keystone Financial Group, Inc. 0.60% Add +1.3% 21,283 $942K
BHK Investment Advisors, LLC 0.37% Reduce -1.2% 21,817 $938K
Sagespring Wealth Partners, LLC 0.02% Add +22.1% 21,806 $937K
EP Wealth Advisors, LLC 0.01% Add +30.9% 21,769 $936K
Glenview Trust Co 0.02% Reduce -0.1% 21,759 $935K
Wbi Investments, LLC 0.24% New 21,746 $935K
My Legacy Advisors, LLC 0.33% Add +32.2% 20,465 $931K
Applied Finance Capital Management, LLC 0.06% Add +4.9% 21,656 $931K
Farther Finance Advisors, LLC 0.02% Add +4.9% 21,474 $923K
Canandaigua National Trust Co of Florida 0.65% Add +0.8% 21,375 $919K
Ascent Group, LLC 0.04% Reduce -3.2% 21,317 $916K
Bahl & Gaynor LLC 0.00% Reduce -26.5% 21,272 $914K
Commonwealth Retirement Investments LLC 0.35% Reduce -72.8% 21,235 $913K
UMB Bank, n.a. 0.01% Reduce -44.5% 21,213 $912K
Carlson Capital, L.P. 0.52% New 21,200 $911K
Capital Asset Advisory Services LLC 0.04% Add +2.0% 20,608 $911K
Plato Investment Management Ltd 0.07% Add +26.1% 21,182 $907K
Carson Advisory Inc. 0.57% Add +3.5% 20,997 $903K
Teza Capital Management LLC 0.67% Reduce -25.6% 20,990 $902K
Burke & Herbert Bank & Trust Co. 0.20% Reduce -0.1% 20,977 $902K
Compass Ion Advisors, LLC 0.10% Add +0.2% 20,973 $902K
Smith Salley Wealth Management 0.05% Add +102.6% 20,967 $901K
Dodge & Cox 0.00% Reduce -2.8% 20,911 $899K
Nicolet Bankshares Inc. 0.15% Reduce -11.1% 20,792 $894K
Oakworth Capital, Inc. 0.06% Reduce -3.8% 20,722 $891K
Callan Family Office, LLC 0.03% Add +48.3% 20,661 $888K
Register Financial Advisors LLC 0.39% Add +12.0% 20,610 $886K
Cornerstone Advisors, LLC 0.03% No change 20,600 $886K
Old Port Advisors 0.24% Add +303.7% 20,556 $884K
Lebenthal Global Advisors, LLC 0.16% Reduce -2.0% 20,407 $877K
Coldstream Capital Management Inc. 0.01% Reduce -7.0% 20,367 $876K
Silver Oak Securities, Incorporated 0.07% Add +31.0% 20,202 $868K
Forum Financial Management, LP 0.01% Add +6.1% 20,055 $862K
BIP Wealth, LLC 0.05% Reduce -2.0% 20,040 $862K
NewSquare Capital LLC 0.06% Reduce -4.6% 20,038 $861K
Staley Capital Advisers Inc. 0.04% No change 20,000 $860K
Avior Wealth Management, LLC 0.03% Reduce -2.2% 19,934 $857K
AlphaStar Capital Management, LLC 0.06% Add +7.0% 19,811 $852K
American Trust 0.08% Add +9.1% 19,802 $851K
Ignite Planners, LLC 0.15% Add +2.5% 19,227 $851K
Leisure Capital Management 0.32% Add +2.6% 19,755 $849K
TCW Group Inc. 0.01% Add +2.1% 19,755 $849K
Adapt Wealth Advisors, LLC 0.38% Reduce -3.7% 19,706 $847K
WINTON GROUP Ltd 0.04% New 19,603 $843K
U.S. Capital Wealth Advisors, LLC 0.02% Add +7.2% 19,545 $840K
Cerro Pacific Wealth Advisors LLC 0.23% Add +3.4% 19,537 $840K
KG Capital Management 0.25% Reduce -23.7% 19,509 $839K
First Horizon Advisors, Inc. 0.02% Add +10.1% 19,232 $827K
West Paces Advisors Inc. 0.18% Reduce -25.5% 19,230 $827K
Plimoth Trust Co. LLC 0.20% Reduce -0.8% 19,227 $827K
RMR Wealth Builders 0.07% Add +1.7% 19,205 $826K
Cyndeo Wealth Partners, LLC 0.05% Reduce -89.5% 19,065 $820K
Todd Asset Management LLC 0.02% No change 18,986 $816K
Gratus Wealth Advisors, LLC 0.12% Reduce -3.8% 18,940 $814K
SouthState Bank Corp 0.04% Reduce -2.2% 18,929 $814K
Soundwatch Capital LLC 0.14% New 798,535 $812K
Congress Asset Management Co. 0.01% Reduce -35.7% 18,848 $810K
Leavell Investment Management, Inc. 0.04% Reduce -6.6% 18,838 $810K
TCV Trust & Wealth Management, Inc. 0.07% Reduce -3.4% 18,821 $809K
Infrastructure Capital Advisors, LLC 0.13% Reduce -33.5% 18,759 $806K
Douglass Winthrop Advisors, LLC 0.01% Reduce -5.9% 18,655 $802K
CSS LLC 0.15% No change 18,618 $800K
Cornerstone Advisory, LLC 0.09% Reduce -2.8% 18,565 $798K
Private Trust Co. NA 0.08% Add +21.6% 18,484 $795K
Vontobel Holding Ltd. 0.00% Add +3.1% 18,369 $790K
Smartleaf Asset Management LLC 0.07% Reduce -13.7% 18,524 $789K
Sheets Smith Wealth Management 0.09% Add +0.1% 18,089 $778K
Aspire Private Capital, LLC 0.18% Reduce -5.7% 18,008 $774K
J. Safra Sarasin Holding AG 0.01% Reduce -56.0% 17,918 $770K
Legacy Capital Wealth Partners, LLC 0.17% Reduce -3.3% 17,886 $769K
Signature Estate & Investment Advisors LLC 0.02% Add +11.4% 17,818 $766K
Badgley Phelps Wealth Managers, LLC 0.02% Reduce -29.3% 17,759 $763K
Beese Fulmer Investment Management, Inc. 0.06% Add +6.7% 17,700 $761K
Brady Family Wealth, LLC 0.24% No change 17,668 $760K
Invst, LLC 0.09% Reduce -2.0% 17,598 $757K
Equitable Holdings, Inc. 0.01% Add +33.7% 17,544 $754K
Caption Management, LLC 0.07% Reduce -82.6% 17,500 $752K
Profund Advisors LLC 0.03% Reduce -16.6% 17,474 $751K
Gallagher Fiduciary Advisors, LLC 0.03% Reduce -2.8% 17,474 $751K
3Chopt Investment Partners, LLC 0.18% Add +0.6% 17,397 $748K
Elevated Capital Advisors, LLC 0.21% No change 18,124 $746K
Essex Financial Services, Inc. 0.05% Add +6.0% 17,249 $742K
Insigneo Advisory Services, LLC 0.06% Reduce -2.3% 17,219 $740K
Citizens Financial Group Inc. 0.01% Add +2.9% 17,190 $739K
Community Bank & Trust, Waco, Texas 0.17% Add +3.9% 17,142 $737K
Freedom Investment Management, Inc. 0.06% Add +2.0% 17,087 $735K
Pines Wealth Management, LLC 0.26% Reduce -1.7% 16,019 $730K
Inspirion Wealth Advisors, LLC 0.10% Add +7.8% 16,920 $727K
Oddo BHF Asset Management Sas 0.03% Reduce -3.5% 16,912 $727K
HM Payson & Co. 0.01% Add +2.3% 16,876 $726K
MAI Capital Management 0.01% Add +13.6% 16,808 $723K
Gabelli Funds LLC 0.01% No change 16,700 $718K
PFG Investments, LLC 0.04% Add +21.0% 16,688 $717K
SVB Wealth LLC 0.04% Reduce -9.0% 16,629 $715K
Cullen/Frost Bankers, Inc. 0.01% Add +5.0% 16,598 $714K
Pine Valley Investments Ltd Liability Co 0.04% Reduce -6.7% 16,561 $712K
Townsquare Capital LLC 0.07% Reduce -84.7% 16,512 $710K
OmniStar Financial Group, Inc. 0.53% Reduce -1.8% 16,505 $710K
Naples Global Advisors, LLC 0.06% Add +14.2% 16,471 $708K
Legacy Wealth Asset Management, LLC 0.18% Add +0.9% 16,457 $707K
Strategic Advisors LLC 0.14% Reduce -3.9% 16,440 $707K
First County Bank 0.38% Reduce -7.2% 16,391 $705K
Shell Asset Management Co. 0.02% Add +51.7% 16,335 $702K
Dudley Capital Management, LLC 0.35% No change 16,328 $702K
Kingswood Wealth Advisors, LLC 0.05% Add +2.3% 16,185 $696K
Lanark Financial, Inc. 0.06% Reduce -57.4% 16,136 $693K
Graham Capital Management, L.P. 0.02% New 16,100 $692K
Canal Capital Management, LLC 0.11% Add +0.6% 16,092 $692K
Broyhill Asset Management, LLC 0.62% No change 15,980 $687K
EverSource Wealth Advisors, LLC 0.03% Add +46.1% 15,966 $686K
Sigma Planning Corp 0.02% Reduce -22.9% 15,905 $684K
FLC Capital Advisors 0.14% No change 15,849 $681K
NBT Bank, N.A. 0.05% Add +15.8% 15,849 $681K
Integrated Advisors Network LLC 0.03% Reduce -72.4% 15,823 $680K
Waterloo Capital, L.P. 0.05% Add +17.5% 15,743 $677K
Morningstar Investment Management LLC 0.06% Add +23.1% 15,728 $676K
Fourpath Capital Management, LLC 0.11% Reduce -3.2% 15,715 $676K
Woodard & Co. Asset Management Group Inc. 0.12% No change 15,702 $675K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +81.3% 15,687 $674K
Atticus Wealth Management, LLC 0.18% No change 15,634 $672K
FSM Wealth Advisors, LLC 0.11% New 14,878 $672K
Mayfair Advisory Group, LLC 0.32% Reduce -11.4% 15,597 $672K
Fee-Only Financial Planning, L.C. 0.41% Add +2.2% 15,371 $661K
City Holding Co. 0.09% No change 15,368 $661K
Trust Asset Management LLC 0.05% No change 15,324 $659K
Compound Planning, Inc. 0.02% Add +1.1% 15,310 $658K
Versor Investments LP 0.12% New 15,208 $654K
Pitcairn Co. 0.04% Reduce -16.7% 15,158 $652K
Strategic Blueprint, LLC 0.03% Reduce -0.9% 15,091 $649K
NorthRock Partners, LLC 0.02% Add +30.2% 15,038 $646K
Northwest & Ethical Investments L.P. 0.02% No change 15,000 $645K
Atom Investors LP 0.06% Reduce -86.5% 14,996 $645K
Panagora Asset Management Inc. 0.00% Reduce -0.3% 14,970 $644K
Riverbend Wealth Management, LLC 0.49% Add +1.3% 14,959 $643K
Quantitative Investment Management, LLC 0.09% New 14,836 $637K
Partners in Financial Planning 0.12% No change 14,808 $637K
Centurion Wealth Management LLC 0.18% Add +5.8% 14,798 $636K
Busey Bank 0.02% Reduce -2.3% 14,783 $636K
Sterling Capital Management LLC 0.01% Add +2.9% 14,773 $635K
Legacy Capital Group California, Inc. 0.18% Reduce -1.1% 14,767 $635K
Marino, Stram & Associates LLC 0.13% Reduce -33.4% 14,728 $633K
Moisand Fitzgerald Tamayo, LLC 0.08% No change 14,712 $632K
Sumitomo Life Insurance Co. 0.04% Reduce -4.9% 14,678 $631K
X-Square Capital, LLC 0.23% Add +5.3% 14,632 $629K
Oak Hill Wealth Advisors, LLC 0.13% Reduce -4.7% 13,844 $629K
Simplicity Wealth,LLC 0.03% New 14,594 $627K
Montag & Caldwell, LLC 0.14% No change 14,562 $626K
Texas Yale Capital Corp. 0.02% Add +16.3% 14,530 $625K
Centennial Wealth Advisory LLC 0.20% Add +0.8% 14,482 $623K
Keel Point, LLC 0.04% Add +18.3% 14,445 $621K
Fiduciary Trust Co 0.01% Reduce -8.4% 14,439 $621K
Raiffeisen Bank International AG 0.01% Reduce -3.5% 14,919 $618K
First City Capital Management, Inc. 0.36% Add +9.3% 14,346 $617K
Parallel Advisors, LLC 0.01% Add +38.0% 14,343 $617K
First Financial Group Corp 0.60% Reduce -0.0% 14,336 $616K
Icon Wealth Advisors, LLC 0.04% Add +0.0% 14,295 $615K
Revisor Wealth Management LLC 0.22% New 13,459 $612K
Morse Asset Management, Inc 0.13% Reduce -32.5% 14,150 $608K
Financial Management Network Inc. 0.11% Add +0.3% 13,337 $607K
Rossmore Private Capital 0.07% Reduce -0.9% 14,118 $607K
Alteri Wealth LLC 0.23% Add +8.7% 14,082 $605K
Aviance Capital Partners, LLC 0.08% Add +8.6% 14,057 $604K
Exencial Wealth Advisors, LLC 0.02% Add +6.0% 14,057 $604K
Prosperity Wealth Management, Inc. 0.22% No change 14,024 $603K
F/m Investments LLC 0.02% Reduce -5.1% 13,994 $603K
Chilton Investment Co. Inc. 0.01% Add +8.3% 14,020 $603K
YANKCOM Partnership 0.29% Add +1.3% 14,006 $602K
Murphy, Middleton, Hinkle & Parker, Inc. 0.34% No change 14,585 $600K
Fiduciary Family Office, LLC 0.20% Reduce -38.8% 13,952 $600K
Wedmont Private Capital 0.03% Add +18.6% 13,237 $598K
Caxton Associates LLP 0.02% Reduce -51.4% 13,848 $595K
NewEdge Wealth, LLC 0.01% Reduce -27.6% 13,889 $595K
Hoxton Planning & Management, LLC 0.21% Add +1.8% 13,822 $594K
Adams Wealth Management 0.11% New 13,812 $594K
CacheTech Inc. 0.11% New 13,812 $594K
Gladstone Institutional Advisory LLC 0.02% Add +6.9% 13,759 $591K
Prosperity Consulting Group, LLC 0.04% Add +1.7% 13,561 $583K
Guardian Wealth Advisors, LLC / NC 0.04% Reduce -1.9% 13,520 $581K
Pinnacle Holdings, LLC 0.24% No change 13,520 $581K
Koshinski Asset Management, Inc. 0.04% Add +11.4% 13,504 $581K
Klingman & Associates, LLC 0.03% Add +14.9% 13,503 $580K
Eastover Investment Advisors LLC 0.26% No change 13,481 $580K
IHT Wealth Management, LLC 0.02% Reduce -15.2% 13,416 $577K
Archer Investment Corp 0.14% Add +0.0% 13,411 $577K
GC Wealth Management RIA, LLC 0.05% New 13,408 $576K
Sivia Capital Partners, LLC 0.20% New 13,382 $575K
Fiduciary Group, LLC 0.05% Reduce -2.6% 13,358 $574K
Syon Capital LLC 0.04% Add +71.5% 13,293 $571K
Ransom Advisory, Ltd 0.27% Add +2.6% 13,130 $564K
Supplemental Annuity Collective Trust of NJ 0.16% No change 13,123 $564K
Foster & Motley Inc. 0.03% Reduce -14.9% 13,042 $561K
Greenleaf Trust 0.01% Reduce -15.3% 13,047 $561K
Duncan Williams Asset Management, LLC 0.18% Add +1.0% 13,008 $559K
Westhampton Capital, LLC 0.29% No change 12,925 $556K
RFP Financial Group LLC 0.23% Reduce -32.8% 12,814 $551K
Cigna Investments Inc. 0.09% Reduce -5.1% 12,794 $550K
Payden & Rygel 0.05% Reduce -62.8% 12,800 $550K
Moneta Group Investment Advisors LLC 0.01% Add +25.8% 12,765 $549K
Sunpointe, LLC 0.22% Add +109.1% 12,737 $548K
Uncommon Cents Investing LLC 0.15% Add +1.7% 12,735 $547K
Chemung Canal Trust Co. 0.11% No change 12,712 $546K
RKL Wealth Management LLC 0.05% Reduce -1.6% 12,705 $546K
Prime Capital Investment Advisors, LLC 0.01% Reduce -17.7% 12,680 $545K
Forefront Wealth Partners, LLC 0.37% Reduce -0.1% 12,535 $544K
Hilltop National Bank 0.14% — 12,626 $543K
Wealth Alliance Advisory Group, LLC 0.10% No change 12,624 $543K
Wolff Financial Management LLC 0.14% New 12,586 $541K
Intrust Bank NA 0.05% Add +6.8% 12,563 $540K
McKinley Carter Wealth Services, Inc. 0.03% Reduce -36.5% 12,493 $537K
Hazlett, Burt & Watson, Inc. 0.22% Reduce -0.9% 12,495 $537K
Evercore Wealth Management, LLC 0.01% Reduce -1.0% 12,488 $537K
Savvy Advisors, Inc. 0.04% New 12,479 $536K
Premier Path Wealth Partners, LLC 0.07% Reduce -15.3% 12,477 $536K
Code Waechter LLC 0.38% Add +40.5% 12,467 $536K
Ameritas Investment Partners, Inc. 0.02% Reduce -1.4% 12,360 $531K
Aull & Monroe Investment Management Corp 0.29% Reduce -1.6% 12,335 $530K
Mitchell McLeod Pugh & Williams Inc. 0.10% Add +0.0% 12,297 $529K
Thompson Investment Management, Inc. 0.07% No change 12,276 $528K
Live Oak Private Wealth LLC 0.08% Reduce -0.9% 12,274 $528K
Alamea Verwaltungs GmbH 0.39% New 12,202 $525K
Orrstown Financial Services Inc. 0.11% New 12,186 $524K
Whittier Trust Co. 0.01% Reduce -6.8% 12,054 $518K
Banco Santander, S.A. 0.00% No change 12,031 $517K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -4.3% 12,022 $517K
Washington Capital Management, Inc. 0.38% No change 12,000 $516K
Farmers & Merchants Investments Inc. 0.01% Reduce -4.2% 11,982 $515K
Sherbrooke Park Advisers LLC 0.22% New 11,979 $515K
Midland Wealth Advisors, LLC 0.03% Reduce -11.3% 11,975 $515K
Westwood Holdings Group Inc. 0.00% Reduce -5.1% 11,945 $514K
Shepherd Financial Partners LLC 0.05% Reduce -1.7% 11,890 $511K
Axq Capital, LP 0.16% Reduce -31.0% 11,772 $506K
Heritage Investors Management Corp. 0.02% No change 11,775 $506K
Guyasuta Investment Advisors Inc. 0.03% New 11,767 $506K
Culbertson A N & Co. Inc. 0.08% Reduce -76.0% 11,728 $504K
Checchi Capital Advisers, LLC 0.04% Reduce -12.7% 11,660 $501K
Sculati Wealth Management, LLC 0.19% No change 11,659 $501K
Venturi Wealth Management, LLC 0.02% Reduce -33.5% 11,641 $500K
Aspiriant, LLC 0.02% Add +23.0% 11,637 $500K
Nalls Sherbakoff Group, LLC 0.36% No change 11,622 $500K
Annis Gardner Whiting Capital Advisors, LLC 0.17% Add +4.5% 11,607 $499K
Tower Bridge Advisors 0.05% No change 11,590 $498K
CreativeOne Wealth, LLC 0.01% Add +8.7% 11,486 $494K
Eads & Heald Wealth Management 0.24% Reduce -27.4% 11,366 $489K
North Star Investment Management Corp. 0.03% Reduce -18.1% 11,342 $488K
J.Safra Asset Management Corp 0.03% Add +59.0% 11,319 $487K
SLT Holdings LLC 0.37% Add +0.6% 11,184 $481K
HUB Investment Partners, LLC 0.02% Add +49.0% 11,146 $479K
Vaughan David Investments LLC 0.01% Reduce -2.0% 11,126 $478K
Cidel Asset Management Inc. 0.03% No change 11,111 $478K
Alliance Wealth Advisors, LLC 0.26% Add +1.3% 11,087 $477K
Longfellow Investment Management Co. LLC 0.12% No change 11,083 $476K
Hayek Kallen Investment Management 0.16% Add +22.1% 11,047 $475K
Parkside Financial Bank & Trust 0.05% Add +12.3% 11,039 $475K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -48.9% 10,985 $472K
Franklin Street Advisors Inc. 0.03% Add +0.2% 10,975 $472K
Wright Investors Service Inc. 0.14% Add +3.4% 10,967 $471K
Lecap Asset Management Ltd. 0.17% Add +30.2% 10,958 $471K
Good Life Advisors, LLC 0.03% Reduce -3.6% 10,878 $468K
Johnson Investment Counsel Inc. 0.00% Reduce -39.0% 10,865 $467K
Curi Capital, LLC 0.01% Add +32.4% 10,859 $467K
Verum Partners LLC 0.11% Add +0.5% 10,818 $465K
Graypoint LLC 0.03% Add +71.7% 10,704 $460K
BSW Wealth Partners 0.06% Reduce -4.1% 10,630 $457K
Valmark Advisers, Inc. 0.01% Add +0.1% 10,545 $453K
Quadrant Private Wealth Management, LLC 0.09% Reduce -9.2% 10,528 $453K
Pine Harbor Wealth Management, LLC 0.16% No change 10,508 $452K
Centaurus Financial, Inc. 0.03% Reduce -56.7% 10,448 $449K
Arax Advisory Partners 0.02% Reduce -26.4% 10,343 $445K
Perigon Wealth Management, LLC 0.01% Reduce -3.5% 10,314 $443K
Rothschild Investment LLC 0.03% Reduce -3.3% 10,313 $443K
MBL Wealth, LLC 0.04% Reduce -5.4% 10,296 $443K
Successful Portfolios LLC 0.27% Reduce -0.7% 10,294 $443K
Hamilton Capital Partners Inc. 0.02% No change 10,227 $440K
MQS Management LLC 0.24% New 10,203 $439K
W.G. Shaheen & Associates DBA Whitney & Co 0.04% No change 10,187 $438K
Bartlett & Co. Wealth Management LLC 0.01% Add +0.1% 10,177 $438K
Cassaday & Co Wealth Management LLC 0.01% Add +1.2% 10,113 $435K
Voleon Capital Management LP 0.02% New 10,087 $434K
Patriot Investment Management Group, Inc. 0.03% New 10,077 $433K
Taylor Hoffman Capital Management LLC 0.15% Reduce -1.2% 10,067 $433K
Hardy Reed LLC 0.03% Add +17.8% 10,041 $432K
Westover Capital Advisors, LLC 0.09% Reduce -4.3% 10,018 $431K
Wilkins Investment Counsel Inc. 0.06% No change 9,975 $429K
Chancellor Financial Group WB LP 0.33% Add +18.5% 9,946 $428K
Paragon Private Wealth Management, LLC 0.17% Add +35.8% 9,870 $424K
Sowell Financial Services LLC 0.02% Add +1.7% 9,869 $424K
HBK Sorce Advisory LLC 0.01% Reduce -22.0% 9,837 $423K
SageView Advisory Group, LLC 0.02% Add +29.2% 9,347 $421K
Stonebridge Financial Group, LLC 0.04% Add +0.1% 9,802 $421K
Southeast Asset Advisors, LLC 0.05% No change 9,765 $420K
First Dallas Securities Inc. 0.16% Add +21.5% 9,675 $416K
Rehmann Capital Advisory Group 0.03% Reduce -7.3% 9,610 $413K
5T Wealth, LLC 0.21% Add +2.1% 9,607 $413K
International Private Wealth Advisors LLC 0.35% Reduce -2.6% 9,538 $410K
Waycross Partners, LLC 0.04% New 9,525 $409K
Kennebec Savings Bank 0.40% Reduce -4.5% 9,516 $409K
CX Institutional 0.01% Add +15.8% 9,464 $407K
Lansforsakringar Fondforvaltning AB (publ) 0.00% Reduce -3.1% 9,430 $405K
LVW Advisors, LLC 0.05% Reduce -24.3% 9,426 $405K
Colonial River Investments, LLC 0.17% Add +4.2% 8,902 $405K
Roxbury Financial LLC 0.39% Reduce -4.8% 9,348 $402K
Bingham Private Wealth, LLC 0.38% Reduce -8.1% 9,323 $401K
Toth Financial Advisory Corp. 0.05% Add +1.3% 9,319 $401K
Greatmark Investment Partners, Inc. 0.05% Add +4.8% 9,299 $400K
Park Place Capital Corp 0.09% Reduce -5.8% 9,029 $399K
Gardner Russo & Quinn 0.00% Reduce -4.3% 9,280 $399K
MTM Investment Management, LLC 0.13% Add +0.2% 9,261 $398K
Summit Asset Management, LLC 0.06% Add +0.2% 9,239 $397K
Evergreen Capital Management LLC 0.01% Reduce -37.5% 9,232 $397K
Cypress Capital Group 0.05% Reduce -4.6% 9,217 $396K
Rede Wealth, LLC 0.14% Add +0.0% 9,189 $395K
American Assets Inc. 0.14% No change 10,000 $395K
Parthenon LLC 0.04% Reduce -0.5% 9,112 $392K
Keudell/Morrison Wealth Management 0.09% No change 9,112 $392K
Everett Harris & Co. 0.01% Reduce -0.6% 9,080 $390K
Eagle Strategies LLC 0.06% Add +16.9% 9,036 $388K
Jaffetilchin Investment Partners, LLC 0.03% Reduce -2.9% 9,007 $387K
FSB Premier Wealth Management, Inc. 0.14% Reduce -1.7% 8,953 $385K
HHM Wealth Advisors, LLC 0.05% Reduce -0.1% 8,942 $384K
Crawford Investment Counsel Inc. 0.01% Reduce -12.2% 8,930 $384K
Wealthspire Retirement, LLC 0.03% Reduce -7.2% 8,915 $383K
Fiducient Advisors LLC 0.05% No change 8,915 $383K
Arlington Trust Co LLC 0.07% No change 8,892 $382K
Ritholtz Wealth Management 0.01% Add +31.5% 8,860 $381K
Outfitters Financial LLC 0.32% Reduce -1.6% 8,841 $380K
Ballew Advisors, Inc 0.23% Add +0.2% 8,323 $379K
CI Investments Inc. 0.00% Add +27.5% 8,820 $379K
Avalon Trust Co 0.03% No change 8,775 $377K
New Hampshire Trust 0.08% Add +6.7% 8,770 $377K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 8,766 $377K
Accurate Wealth Management, LLC 0.06% Add +7.6% 8,266 $376K
Howard Capital Management, LLC 0.01% Add +14.2% 8,724 $375K
Dorsey & Whitney Trust CO LLC 0.02% Add +5.1% 8,678 $373K
Keystone Financial Group 0.03% Add +30.4% 8,665 $372K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +2.0% 8,643 $372K
Valley National Advisers Inc. 0.06% Reduce -9.7% 8,633 $371K
AA Financial Advisors, LLC 0.08% New 8,625 $371K
Phillips Wealth Planners LLC 0.34% Add +31.0% 8,161 $371K
Hilton Capital Management, LLC 0.03% New 8,614 $370K
1ST Source Bank 0.02% Add +8.6% 8,577 $369K
Belpointe Asset Management LLC 0.02% Reduce -73.7% 8,549 $368K
Clark Financial Services Group Inc. 0.23% Add +0.8% 8,538 $367K
Pallas Capital Advisors LLC 0.01% Reduce -21.9% 8,481 $365K
Daymark Wealth Partners, LLC 0.01% Add +38.0% 8,455 $363K
Clark Capital Management Group, Inc. 0.00% Reduce -6.3% 8,449 $363K
Cypress Wealth Services, LLC 0.07% Add +1.3% 8,446 $363K
IFP Advisors, Inc 0.01% Reduce -8.8% 7,662 $362K
Spire Wealth Management 0.01% Reduce -42.7% 8,402 $361K
Asset Dedication, LLC 0.03% Add +152.7% 8,392 $361K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% Reduce -0.6% 8,385 $360K
Cornerstone Advisors Asset Management, LLC 0.07% Add +1.1% 8,369 $360K
Aprio Wealth Management, LLC 0.04% Add +18.4% 8,338 $358K
Ellevest, Inc. 0.06% Reduce -27.6% 8,337 $358K
Total Wealth Planning & Management, Inc. 0.31% Add +3.7% 8,336 $358K
Ti-Trust, Inc. 0.24% No change 8,330 $358K
Whittier Trust Co. of Nevada Inc. 0.01% Add +0.8% 8,308 $357K
Lazard Asset Management LLC 0.00% Reduce -10.8% 8,291 $356K
Founders Grove Wealth Partners, LLC 0.09% Add +0.5% 8,239 $354K
Transcend Capital Advisors, LLC 0.03% Add +35.8% 8,238 $354K
Aldebaran Financial Inc. 0.39% Add +6.5% 8,211 $353K
Cim Investment Management Inc. 0.07% Reduce -0.5% 8,187 $352K
Institute for Wealth Management, LLC. 0.04% Add +0.0% 8,136 $350K
Aaron Wealth Advisors LLC 0.04% Reduce -6.4% 8,134 $350K
LBMC Investment Advisors, LLC 0.02% No change 8,098 $348K
BankPlus Wealth Management LLC 0.23% Add +2.3% 8,090 $348K
Chicago Partners Investment Group LLC 0.01% Reduce -7.3% 7,576 $347K
Nwam LLC 0.02% Reduce -1.8% 7,941 $347K
Compagnie Lombard Odier SCmA 0.00% No change 8,000 $344K
Wynn Capital, LLC 0.18% Reduce -2.5% 7,974 $343K
Sage Mountain Advisors LLC 0.02% Reduce -13.5% 7,969 $343K
Newman Dignan & Sheerar, Inc. 0.08% Reduce -14.5% 7,968 $343K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +5.2% 7,878 $339K
Tompkins Financial Corp. 0.03% Add +2.5% 7,857 $338K
Abacus Planning Group, Inc. 0.05% Reduce -5.1% 7,823 $336K
Clarius Group, LLC 0.02% Reduce -22.0% 7,791 $335K
Selective Wealth Management, Inc. 0.12% Add +1.0% 7,370 $333K
Formidable Asset Management, LLC 0.06% No change 8,077 $332K
MainStreet Investment Advisors LLC 0.05% Add +4.4% 7,709 $331K
Morris Financial Concepts, Inc. 0.13% No change 7,688 $331K
First United Bank & Trust 0.11% Reduce -0.8% 7,637 $328K
SG Americas Securities, LLC 0.00% Reduce -98.9% 7,624 $328K
Trivium Point Advisory, LLC 0.04% Reduce -19.3% 7,618 $327K
ForthRight Wealth Management, LLC 0.10% Add +0.0% 7,616 $327K
Enterprise Bank & Trust Co 0.12% Add +49.2% 7,536 $324K
tru Independence LLC 0.09% Add +1.4% 7,459 $321K
Birmingham Capital Management Co. Inc. 0.14% Reduce -4.3% 7,400 $318K
Stone Summit Wealth LLC 0.10% No change 7,400 $318K
Manske Wealth Management 0.10% Reduce -8.5% 7,325 $315K
AlphaQuest LLC 0.03% Add +39.2% 7,304 $314K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -25.3% 7,284 $313K
Biltmore Family Office, LLC 0.05% Add +4.7% 7,274 $313K
Perpetual Ltd 0.00% Reduce -33.2% 7,250 $312K
Haverford Trust Co 0.00% Reduce -6.9% 7,215 $310K
Fisher Asset Management 0.00% Reduce -20.4% 7,172 $308K
Lyell Wealth Management, LP 0.02% No change 7,143 $307K
Apella Capital, LLC 0.01% Reduce -6.9% 6,798 $307K
Waddell & Associates, LLC 0.03% Add +23.0% 7,134 $307K
Ausdal Financial Partners, Inc. 0.02% Add +30.0% 7,096 $305K
Select Asset Management & Trust 0.10% No change 7,097 $305K
Blake Schutter Theil Wealth Advisors, LLC 0.34% Add +0.0% 7,045 $303K
Sage Investment Counsel LLC 0.35% Add +0.0% 6,993 $301K
Aegis Wealth Management LLC 0.18% No change 7,276 $299K
FIL Ltd 0.00% New 6,938 $298K
Stonegate Investment Group, LLC 0.01% Reduce -26.3% 6,936 $298K
SkyView Investment Advisors, LLC 0.04% No change 6,984 $298K
Bridgewater Advisors Inc. 0.02% Add +7.0% 7,277 $296K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -65.9% 6,872 $295K
Fonville Wealth Management LLC 0.07% No change 6,841 $294K
Lido Advisors, LLC 0.00% Reduce -93.3% 6,830 $294K
Caldwell Trust Co 0.03% Add +1.1% 6,822 $293K
Main Street Financial Solutions, LLC 0.02% Add +20.1% 6,783 $292K
Brooklyn Investment Group 0.04% Add +89.8% 6,774 $291K
Patrick M Sweeney & Associates, Inc. 0.20% Add +0.0% 6,383 $291K
Whipplewood Advisors, LLC 0.16% Reduce -5.3% 6,740 $290K
Councilmark Asset Management, LLC 0.18% Add +0.6% 6,692 $288K
Hill Investment Group Partners, LLC 0.04% Add +0.8% 6,691 $288K
Cornerstone Management, Inc. 0.05% No change 6,678 $287K
Convergence Financial, LLC 0.05% Reduce -3.1% 6,664 $286K
Journey Strategic Wealth LLC 0.01% Add +25.9% 6,624 $285K
Wagner Wealth Management, LLC 0.06% Reduce -0.1% 6,623 $285K
PDS Planning, Inc 0.02% New 6,620 $285K
Regal Investment Advisors LLC 0.02% New 6,616 $284K
Meridian Financial Partners LLC 0.13% Reduce -1.1% 6,612 $284K
Sapient Capital LLC 0.01% Reduce -1.8% 6,599 $284K
West Family Investments, Inc. 0.07% Add +25.0% 6,569 $282K
Capstone Investment Advisors, LLC 0.00% Add +0.2% 6,544 $281K
Nilsine Partners, LLC 0.03% Reduce -11.1% 6,517 $280K
Canton Hathaway, LLC 0.06% No change 6,516 $280K
Cary Street Partners Investment Advisory LLC 0.14% Add +106.6% 6,499 $279K
Platform Technology Partners 0.07% New 6,447 $277K
Lantz Financial LLC 0.07% Add +5.6% 6,441 $277K
Machina Capital S.A.S. 0.06% New 6,414 $276K
ARS Wealth Advisors Group, LLC 0.03% Add +0.4% 6,399 $275K
1620 Investment Advisors, Inc. 0.20% Add +4.2% 6,368 $274K
CVA Family Office, LLC 0.04% Add +3.4% 6,364 $274K
44 Wealth Management LLC 0.10% New 6,356 $273K
Alta Advisers Ltd 0.10% No change 6,350 $273K
Calton & Associates, Inc. 0.05% Reduce -3.8% 6,326 $272K
Mather Group, Llc. 0.00% Reduce -2.3% 6,305 $271K
Empower Advisory Group, LLC 0.00% Reduce -78.4% 6,304 $271K
United Community Bank 0.09% Reduce -8.5% 6,292 $270K
Peachtree Investment Partners, LLC 0.10% Reduce -2.8% 6,249 $269K
MBB Public Markets I LLC 0.03% Reduce -18.9% 6,236 $268K
Bison Wealth, LLC 0.02% New 5,868 $267K
Quotient Wealth Partners, LLC 0.01% Reduce -8.0% 6,198 $266K
GTS Securities LLC 0.01% Reduce -80.0% 6,118 $263K
Genesis Private Wealth, LLC 0.12% Add +15.1% 6,098 $262K
Castleview Partners, LLC 0.17% Add +7.0% 6,066 $261K
VSM Wealth Advisory, LLC 0.09% Add +22.6% 6,045 $260K
Beverly Hills Private Wealth, LLC 0.05% Reduce -18.9% 6,039 $260K
Frederick Financial Consultants, LLC 0.16% Add +0.5% 6,035 $259K
Rakuten Securities, Inc. 0.10% Add +0.0% 6,035 $259K
Capital Square, LLC 0.14% Add +0.5% 5,697 $259K
Apexium Financial, LP 0.01% Add +10.8% 6,018 $259K
Avaii Wealth Management, LLC 0.11% Reduce -1.7% 6,000 $258K
D'Orazio & Associates, Inc. 0.04% Add +3.1% 5,976 $257K
SummitTX Capital, L.P. 0.01% Reduce -54.3% 5,973 $257K
Cascades Capital Asset Management, LLC 0.13% Add +0.7% 5,968 $257K
Timonier Family Office, LTD. 0.10% No change 5,941 $255K
Fortress Private Ledger, LLC 0.12% Reduce -33.9% 5,933 $255K
Klingenstein Fields & Co. LP 0.01% No change 5,912 $254K
WBH Advisory Inc. 0.02% Reduce -7.3% 5,910 $254K
FDx Advisors, Inc. 0.08% Reduce -2.3% 5,897 $254K
Everstar Asset Management, LLC 0.15% No change 5,908 $254K
GeoWealth Management, LLC 0.01% Add +10.9% 5,879 $253K
Nicolet Advisory Services, LLC 0.02% Reduce -60.5% 5,881 $253K
Family Legacy, Inc. 0.08% No change 5,870 $252K
Patton Fund Management, Inc. 0.06% New 5,846 $251K
Court Place Advisors, LLC 0.08% New 5,822 $250K
Texas Capital Bank Wealth Management Services Inc 0.02% Reduce -1.7% 5,814 $250K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -72.0% 5,811 $250K
Cape Investment Advisory, Inc. 0.09% Add +9.8% 5,811 $250K
Evermay Wealth Management LLC 0.03% Reduce -2.5% 5,805 $250K
L2 Asset Management, LLC 0.04% Add +3.1% 5,797 $249K
Arbor Investment Advisors, LLC 0.03% Add +1.1% 5,794 $249K
Focus Financial Network, Inc. 0.01% New 5,779 $248K
FWG Holdings, LLC 0.12% No change 5,694 $247K
Prossimo Advisors, LLC 0.20% New 5,744 $247K
Lafayette Investments, Inc. 0.05% New 5,727 $246K
Peak Planning Group, LLC 0.16% New 5,722 $246K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -7.2% 5,713 $246K
Integrated Investment Consultants, LLC 0.05% New 5,701 $245K
Victory Financial Group, LLC 0.04% New 5,679 $244K
Smith Thornton Advisors LLC 0.14% Add +1.1% 5,669 $244K
BLB&B Advisors, LLC 0.01% Reduce -49.0% 5,628 $242K
Heartwood Wealth Advisors LLC 0.03% Reduce -16.2% 5,612 $241K
Allegiance Financial Group Advisory Services LLC 0.06% New 5,604 $241K
Muirfield Wealth Advisors LLC 0.19% Add +1.3% 5,603 $241K
Smith & Howard Wealth Management, LLC 0.06% Add +0.1% 5,582 $240K
Continuum Advisory, LLC 0.03% Reduce -41.9% 5,562 $239K
Penserra Capital Management LLC 0.00% Reduce -53.9% 5,585 $239K
Cannon Wealth Management Services, LLC 0.20% No change 5,559 $239K
Evoke Wealth, LLC 0.01% New 5,543 $238K
Parcion Private Wealth LLC 0.02% Reduce -96.2% 5,527 $238K
Next Level Private LLC 0.08% Add +1.5% 5,527 $238K
Madison Asset Management, LLC 0.00% No change 5,500 $236K
Transamerica Financial Advisors, LLC 0.02% Reduce -4.3% 5,496 $236K
Souders Financial Advisors 0.03% New 5,496 $236K
CPC Advisors, LLC 0.03% New 5,488 $236K
Rock Point Advisors, LLC 0.07% No change 5,475 $235K
Three Magnolias Financial Advisors, LLC 0.16% No change 5,400 $232K
Mountain Pacific Investment Advisers LLC 0.02% No change 5,366 $231K
Smith, Moore & Co. 0.02% Add +0.1% 5,364 $231K
Harmony Asset Management LLC 0.09% New 5,355 $230K
TrueWealth Advisors, LLC 0.07% Add +7.5% 5,335 $229K
Silverlake Wealth Management LLC 0.07% New 5,335 $229K
Yeomans Consulting Group, Inc. 0.09% Add +2.3% 5,178 $229K
Atlantic Family Wealth, LLC 0.20% Reduce -0.4% 5,318 $229K
Conning Inc. 0.01% Reduce -46.3% 5,312 $228K
WealthTrust Axiom LLC 0.07% Reduce -46.0% 5,301 $228K
Capital Analysts, LLC 0.01% Reduce -4.3% 5,278 $227K
Waldron Private Wealth LLC 0.01% Add +0.3% 5,275 $227K
Paragon Capital Management Ltd 0.04% Reduce -26.6% 5,274 $227K
Gries Financial LLC 0.04% New 5,274 $227K
Harbour Investments, Inc. 0.01% Add +0.2% 5,274 $227K
Baron Wealth Management LLC 0.08% Add +6.4% 5,256 $226K
Augustine Asset Management Inc. 0.06% Reduce -10.6% 5,218 $224K
M. Kulyk & Associates, LLC 0.05% No change 5,210 $224K
Norden Group LLC 0.02% Reduce -21.7% 5,206 $224K
TradeWell Securities, LLC. 0.11% Add +1.1% 5,203 $224K
Great Valley Advisor Group, Inc. 0.01% Reduce -7.6% 5,204 $224K
Tennessee Valley Asset Management Partners 0.06% Reduce -16.5% 5,200 $224K
SC&H Financial Advisors, Inc. 0.04% Reduce -2.8% 5,183 $223K
Sound Income Strategies, LLC 0.01% Add +17.8% 5,146 $221K
1776 Wealth LLC 0.09% No change 5,100 $219K
Kestra Investment Management, LLC 0.01% Add +365.0% 5,096 $219K
Shayne & Jacobs, LLC 0.07% Reduce -0.0% 5,084 $219K
Faithward Advisors, LLC 0.03% No change 5,084 $219K
Spirepoint Private Client, LLC 0.02% Add +0.1% 5,071 $218K
Net Worth Advisory Group 0.05% New 5,061 $218K
Good Steward Wealth Advisors,LLC 0.17% Reduce -49.5% 5,051 $217K
Roehl & Yi Investment Advisors, LLC 0.11% New 5,044 $217K
Element Wealth, LLC 0.10% Reduce -4.3% 5,043 $217K
New Wave Wealth Advisors LLC 0.09% Reduce -0.4% 5,042 $217K
Gsa Capital Partners LLP 0.02% Reduce -75.7% 5,001 $215K
Payne Capital Management, LLC 0.08% New 5,000 $215K
NORTHSTAR ASSET MANAGEMENT Co 0.05% Reduce -30.5% 5,000 $215K
High Net Worth Advisory Group LLC 0.06% Reduce -9.4% 4,960 $213K
Total Clarity Wealth Management, Inc. 0.06% Reduce -0.2% 4,958 $213K
LongView Wealth Management 0.06% Reduce -0.4% 4,954 $213K
Joel Isaacson & Co., LLC 0.01% Reduce -4.4% 4,952 $213K
PFW Advisors LLC 0.07% Reduce -5.2% 4,951 $213K
City Center Advisors, LLC 0.23% New 4,950 $213K
Philadelphia Trust Co. 0.02% Reduce -5.6% 4,917 $211K
Houlihan Financial Resource Group, Ltd. 0.09% No change 4,871 $210K
Davis R M Inc. 0.00% Reduce -41.7% 4,861 $209K
Avestar Capital, LLC 0.02% Reduce -6.4% 4,855 $209K
LexAurum Advisors, LLC 0.03% Reduce -1.0% 4,854 $209K
Baltimore-Washington Financial Advisors, Inc. 0.01% New 4,848 $208K
CENTRAL TRUST Co 0.00% Reduce -11.0% 4,848 $208K
Colton Groome Financial Advisors, LLC 0.07% New 4,846 $208K
Nomura Holdings Inc. 0.00% Reduce -88.4% 4,805 $207K
Parsonex Advisory Services, Inc. 0.17% — 4,792 $206K
Exchange Traded Concepts, LLC 0.00% Add +66.0% 4,792 $206K
Providence Capital Advisors, LLC 0.04% Reduce -5.9% 4,775 $205K
Sandhill Capital Partners LLC 0.01% Reduce -94.2% 4,766 $205K
Chicago Capital, LLC 0.01% New 4,762 $205K
Keynote Financial Services LLC 0.14% Reduce -8.9% 4,740 $204K
Future Financial Wealth Managment LLC 0.14% No change 4,700 $202K
Bollard Group LLC 0.00% Add +6.4% 4,704 $202K
Alaethes Wealth, LLC 0.06% New 4,694 $202K
Sentry Investment Management LLC 0.11% No change 4,387 $199K
Bayforest Capital Ltd 0.09% Add +1848.7% 4,599 $198K
Creekmur Asset Management LLC 0.03% Add +29.4% 4,580 $197K
American Capital Advisory, LLC 0.10% Add +0.7% 4,506 $194K
Eastern Bank 0.00% Reduce -10.3% 4,359 $187K
CNB Bank 0.09% Reduce -21.4% 4,357 $187K
Accordant Advisory Group Inc 0.14% No change 4,299 $185K
Winnacle Wealth LLC 0.14% Add +10385.4% 4,299 $185K
NFSG Corp 0.03% Add +6.9% 4,255 $183K
Ameritas Advisory Services, LLC 0.01% New 4,222 $182K
Westpac Banking Corp. 0.01% Reduce -43.4% 4,184 $180K
LRI Investments, LLC 0.02% No change 4,179 $180K
Grove Bank & Trust 0.02% Reduce -4.9% 4,112 $177K
Cromwell Holdings LLC 0.11% No change 4,108 $177K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.00% Reduce -96.1% 4,048 $174K
MV Capital Management, Inc. 0.02% Add +14.5% 3,912 $168K
MUFG Securities EMEA plc 0.01% New 3,877 $167K
Manchester Capital Management LLC 0.02% Reduce -0.7% 3,869 $166K
Bruce G. Allen Investments, LLC 0.12% Add +1.3% 3,780 $163K
Johnson Financial Group, Inc. 0.01% Add +132.1% 3,711 $160K
CarsonAllaria Wealth Management, Ltd. 0.09% Reduce -1.3% 3,696 $159K
TD Waterhouse Canada Inc. 0.00% Add +12.2% 3,493 $154K
Fairscale Capital, LLC 0.11% No change 3,503 $153K
CYBER HORNET ETFs LLC 0.11% New 3,487 $150K
Investment Management Corp. /Va/ 0.13% Add +4.3% 3,459 $149K
Hartford Financial Management Inc. 0.04% No change 3,449 $148K
Dakota Community Bank & Trust NA 0.66% Reduce -4.0% 3,403 $146K
Global Trust Asset Management, LLC 0.08% No change 3,401 $146K
Deseret Mutual Benefit Administrators 0.07% No change 3,234 $139K
Binnacle Investments Inc 0.09% Add +4.5% 3,182 $137K
Carderock Capital Management Inc. 0.03% New 3,137 $135K
Elevation Point Wealth Partners, LLC 0.01% New 3,131 $135K
Curio Wealth, LLC 0.06% Add +151000.0% 3,022 $130K
First PREMIER Bank 0.03% No change 3,000 $129K
Wellington Shields & Co., LLC 0.04% Reduce -25.0% 3,000 $129K
Viking Fund Management LLC 0.02% No change 3,000 $129K
Boyd Watterson Asset Management LLC 0.04% Add +5.1% 2,999 $129K
Caldwell Sutter Capital, Inc. 0.06% Reduce -4.2% 2,924 $126K
Clearstead Trust, LLC 0.02% Add +55.0% 2,861 $123K
Riverview Trust Co 0.15% No change 2,712 $117K
Evolution Advisers, Inc. 0.06% No change 74,770 $113K
Silvant Capital Management LLC 0.00% No change 2,587 $111K
Proffitt & Goodson Inc. 0.02% Add +6.2% 2,565 $110K
SBI Securities Co., Ltd. 0.00% Reduce -0.6% 2,491 $107K
Millstone Evans Group, LLC 0.07% No change 2,483 $107K
Curat Global, LLC 0.10% No change 2,443 $105K
Cranbrook Wealth Management, LLC 0.02% No change 2,430 $104K
Clear Investment Research, LLC 0.13% No change 2,360 $101K
South Plains Financial, Inc. 0.07% Add +13.2% 2,315 $99K
Private Wealth Asset Management, LLC 0.01% Reduce -1.3% 2,282 $98K
Hughes Financial Services, LLC 0.02% Reduce -1.7% 2,254 $97K
Atlantic Edge Private Wealth Management, LLC 0.03% Reduce -20.4% 2,246 $97K
Sunbelt Securities, Inc. 0.01% Reduce -10.6% 2,208 $96K
Sittner & Nelson, LLC 0.04% No change 2,175 $94K
Gables Capital Management Inc. 0.04% No change 2,171 $93K
Golden State Wealth Management, LLC 0.01% Reduce -2.4% 2,117 $91K
Capital Advisors, Ltd. LLC 0.01% Add +6.6% 2,088 $90K
Abound Wealth Management 0.03% Add +134.7% 2,089 $90K
SOA Wealth Advisors, LLC. 0.02% Reduce -27.3% 2,079 $89K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +11.8% 2,043 $88K
Nemes Rush Group LLC 0.01% Reduce -29.6% 2,018 $87K
GW&K Investment Management, LLC 0.00% Add +46.5% 1,991 $86K
IMA Advisory Services, Inc. 0.01% No change 1,961 $84K
Union Savings Bank 0.04% Add +35.0% 1,929 $84K
Smithfield Trust Co 0.00% No change 1,970 $84K
AdvisorNet Financial, Inc 0.01% Reduce -26.8% 1,925 $83K
Essential Partners LLC 0.03% — 1,868 $80K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -35.7% 1,819 $78K
Aventura Private Wealth, LLC 0.03% Reduce -14.8% 1,790 $77K
Richardson Financial Services Inc. 0.05% Reduce -2.9% 1,695 $75K
Versant Capital Management, Inc 0.01% Reduce -46.7% 1,709 $73K
Investment Research & Advisory Group, Inc. 0.03% Add +15.1% 1,643 $71K
REAP Financial Group, LLC 0.02% Add +206.8% 1,632 $70K
Kiker Wealth Management, LLC 0.04% No change 1,605 $69K
Stephens Consulting, LLC 0.02% Add +1.9% 1,584 $68K
Headlands Technologies LLC 0.01% Add +8.2% 1,563 $67K
Main Street Group, LTD 0.02% Reduce -12.3% 1,542 $66K
Chilton Capital Management LLC 0.00% No change 1,500 $64K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 1,450 $62K
Truvestments Capital LLC 0.01% No change 1,388 $60K
Mechanics Financial Corp 0.03% No change 1,375 $59K
Catalyst Capital Advisors LLC 0.00% New 1,360 $58K
Capula Management Ltd 0.00% New 1,358 $58K
Physician Wealth Advisors, Inc. 0.01% Add +0.5% 1,353 $58K
Brown, Lisle/Cummings, Inc. 0.02% No change 1,340 $58K
Pinney & Scofield, Inc. 0.04% No change 1,310 $56K
Horizon Bancorp Inc. 0.03% Reduce -67.6% 1,305 $56K
Burkett Financial Services, LLC 0.02% Reduce -0.3% 1,241 $53K
Private Wealth Management Group, LLC 0.02% Add +0.7% 1,235 $53K
City State Bank 0.02% No change 1,169 $50K
Optimum Investment Advisors 0.02% No change 1,153 $50K
Marshall & Sterling Wealth Advisors Inc. 0.03% Reduce -16.3% 1,144 $49K
Washington Trust Advisors, Inc. 0.00% No change 1,094 $47K
Hantz Financial Services, Inc. 0.00% Add +697.1% 1,092 $47K
Paradigm Asset Management Co. LLC 0.01% No change 1,083 $47K
Meeder Asset Management Inc. 0.00% Add +22.3% 1,069 $46K
CoreCap Advisors, LLC 0.00% Reduce -13.3% 1,066 $46K
TCTC Holdings, LLC 0.00% No change 1,023 $44K
Iron Horse Wealth Management, LLC 0.01% Add +192.5% 1,018 $44K
Pin Oak Investment Advisors Inc. 0.04% No change 1,069 $43K
Flagship Wealth Advisors, LLC 0.02% New 961 $41K
Beacon Capital Management, LLC 0.01% Reduce -19.1% 942 $41K
Harbor Investment Advisory, LLC 0.00% Reduce -48.2% 931 $40K
Winthrop Capital Management, LLC 0.01% No change 914 $39K
Hemington Wealth Management 0.01% Reduce -5.1% 929 $39K
Summit Securities Group LLC 0.01% New 882 $38K
Leonteq Securities AG 0.00% Reduce -36.8% 861 $37K
Pinnacle Bancorp, Inc. 0.01% Reduce -58.3% 859 $37K
Missouri Trust & Investment Co 0.01% No change 854 $37K
Horizons Wealth Management 0.03% No change 853 $37K
Twin Peaks Wealth Advisors, LLC 0.01% New 815 $36K
Ramirez Asset Management, Inc. 0.01% Add +60.0% 800 $34K
Rise Advisors, LLC 0.01% Add +1.1% 791 $34K
Sachetta, LLC 0.01% Add +4.7% 784 $34K
CBIZ Investment Advisory Services, LLC 0.00% Add +201.2% 780 $34K
Optiver Holding B.V. 0.00% New 747 $32K
Rossby Financial, LCC 0.01% Reduce -34.3% 743 $32K
Atlantic Private Wealth, LLC 0.02% No change 715 $31K
Winch Advisory Services, LLC 0.01% Add +1.5% 697 $30K
Princeton Global Asset Management LLC 0.01% New 696 $30K
Covestor Ltd 0.02% Reduce -67.1% 675 $29K
Rosenberg Matthew Hamilton 0.01% No change 668 $29K
Aspect Partners, LLC 0.01% Add +71.5% 643 $28K
Wealth Preservation Advisors, LLC 0.02% Add +5.3% 641 $28K
Financial Perspectives, Inc 0.01% No change 637 $27K
Capital A Wealth Management, LLC 0.30% Add +1189.5% 735 $27K
Loomis Sayles & Co. L P 0.00% Reduce -95.9% 612 $26K
Dagco, Inc. 0.01% New 610 $26K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 594 $26K
Motco 0.00% Reduce -25.9% 591 $26K
Hopwood Financial Services, Inc. 0.02% No change 600 $26K
Navigoe, LLC 0.02% No change 600 $25K
Prestige Wealth Management Group LLC 0.01% Reduce -0.9% 574 $25K
SWAN Capital LLC 0.01% No change 570 $25K
Peoples Financial Services Corp. 0.01% No change 568 $24K
Bare Financial Services, Inc 0.01% Reduce -71.5% 524 $23K
AllSquare Wealth Management LLC 0.01% No change 513 $22K
Sierra Ocean, LLC 0.02% Reduce -43.5% 508 $22K
N.E.W. Advisory Services LLC 0.00% Add +12.9% 500 $21K
Vermillion & White Wealth Management Group, LLC 0.01% No change 498 $21K
Opal Wealth Advisors, LLC 0.01% Reduce -2.8% 479 $21K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -18.9% 485 $20K
Centricity Wealth Management, LLC 0.02% No change 456 $20K
McIlrath & Eck, LLC 0.00% No change 427 $18K
Maseco LLP 0.00% — 424 $18K
TD Capital Management LLC 0.00% Add +0.2% 424 $18K
Rialto Wealth Management, LLC 0.01% Add +21.2% 418 $18K
Morton Brown Family Wealth, LLC 0.01% Add +1.0% 417 $18K
Edmond DE Rothschild Holding S.A. 0.00% No change 403 $17K
WPG Advisers, LLC 0.01% Add +53.4% 388 $17K
Monetary Management Group Inc. 0.00% No change 388 $17K
Strengthening Families & Communities, LLC 0.01% New 383 $16K
Richard W. Paul & Associates, LLC 0.01% Add +2.4% 383 $16K
Fairman Group, LLC 0.01% Add +1.3% 379 $16K
Lowe Wealth Advisors, LLC 0.01% No change 377 $16K
Maryland Capital Advisors Inc. 0.01% No change 372 $16K
Crewe Advisors LLC 0.00% Add +17.6% 360 $15K
Piscataqua Savings Bank 0.01% No change 360 $15K
Hanson & Doremus Investment Management 0.00% No change 356 $15K
Orion Capital Management LLC 0.01% Add +1.2% 328 $14K
High Note Wealth, LLC 0.00% Reduce -14.3% 324 $14K
Armstrong Advisory Group, Inc. 0.00% No change 320 $14K
Dunhill Financial, LLC 0.00% Add +138.1% 319 $14K
Solstein Capital, LLC 0.01% No change 311 $13K
Olistico Wealth, LLC 0.01% No change 300 $13K
Advantage Trust Co 0.01% New 300 $13K
Old Second National Bank of Aurora 0.00% No change 300 $13K
Coastline Trust Co 0.00% No change 300 $13K
Fortitude Family Office, LLC 0.00% Add +63.3% 294 $13K
Howard Hughes Medical Institute 0.00% New 284 $12K
PFS Partners, LLC 0.01% New 281 $12K
Proathlete Wealth Management LLC 0.00% No change 281 $12K
ORG Partners LLC 0.00% Add +753.1% 273 $12K
Bangor Savings Bank 0.00% Reduce -1.8% 270 $12K
Valued Wealth Advisors LLC 0.01% Reduce -25.7% 269 $12K
Highline Wealth Partners LLC 0.00% Add +39.8% 267 $11K
Stone House Investment Management, LLC 0.00% Reduce -38.1% 258 $11K
JFS Wealth Advisors, LLC 0.00% Reduce -33.3% 254 $11K
Hillsdale Investment Management Inc. 0.00% New 250 $11K
Dogwood Wealth Management LLC 0.01% Add +1715.4% 236 $11K
St Germain D J Co. Inc. 0.00% No change 248 $11K
Addison Advisors LLC 0.00% New 245 $11K
Bell Investment Advisors, Inc 0.00% Add +13.2% 241 $10K
GFG Capital, LLC 0.00% New 238 $10K
Traub Capital Management LLC 0.01% — 237 $10K
Global X Japan Co., Ltd. 0.00% Reduce -28.5% 236 $10K
Avion Wealth 0.00% Add +31.9% 248 $10K
Mowery & Schoenfeld Wealth Management, LLC 0.02% No change 226 $10K
Atwood & Palmer Inc. 0.00% No change 225 $10K
Strategic Wealth Partners, Ltd. 0.00% — 211 $9K
GoalVest Advisory LLC 0.00% Add +2828.6% 205 $9K
Webster Bank, N. A. 0.00% No change 200 $9K
Ameriflex Group, Inc. 0.00% Reduce -84.5% 201 $9K
Raffa Wealth Management, LLC 0.00% No change 198 $9K
Wolff Wiese Magana LLC 0.01% No change 195 $8K
Silicon Valley Capital Partners 0.00% New 193 $8K
Ancora Advisors LLC 0.00% Add +49.6% 193 $8K
Cornerstone Planning Group LLC 0.00% Add +76.9% 184 $8K
Fairway Wealth LLC 0.00% No change 185 $8K
Mid-American Wealth Advisory Group, Inc. 0.00% New 178 $8K
Boreal Capital Management LLC 0.01% — 176 $8K
Key Financial Inc 0.00% No change 174 $7K
Plante Moran Financial Advisors, LLC 0.00% No change 173 $7K
Hollencrest Capital Management 0.00% No change 168 $7K
Glen Eagle Advisors, LLC 0.00% No change 165 $7K
Activest Wealth Management 0.00% Add +0.0% 162 $7K
Centennial Bank 0.00% Reduce -78.3% 161 $7K
Anfield Capital Management, LLC 0.00% No change 155 $7K
Duncker Streett & Co. Inc. 0.00% No change 150 $6K
Fortis Group Advisors, LLC 0.00% No change 150 $6K
Strategic Investment Solutions, Inc. 0.00% Add +1.4% 143 $6K
Indiana Trust & Investment Management Co 0.00% Add +84.4% 142 $6K
Harvest Fund Management Co., Ltd 0.00% Reduce -97.5% 130 $6K
Nova Wealth Management, Inc. 0.00% New 139 $6K
Park Square Financial Group, LLC 0.00% No change 136 $6K
Compass Financial Services Inc 0.00% No change 125 $5K
Scarborough Advisors, LLC 0.00% New 125 $5K
IMG Wealth Management, Inc. 0.00% New 120 $5K
First Financial Corp. 0.00% No change 120 $5K
Sit Investment Associates Inc. 0.00% No change 125 $5K
True Wealth Design, LLC 0.00% Reduce -6.6% 114 $5K
GPS Wealth Strategies Group, LLC 0.00% Add +6.9% 109 $5K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +14.9% 108 $5K
Ridgewood Investments LLC 0.00% No change 108 $5K
Crowley Wealth Management, Inc. 0.00% No change 106 $5K
Kilter Group LLC 0.00% New 104 $4K
Pineridge Advisors LLC 0.00% No change 100 $4K
Darwin Wealth Management, LLC 0.00% Add +1.1% 95 $4K
Coston, McIsaac & Partners 0.00% No change 114 $4K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -7.0% 93 $4K
DT Investment Partners, LLC 0.00% No change 88 $4K
Barnes Dennig Private Wealth Management LLC 0.00% No change 85 $4K
North Capital, Inc. 0.00% Reduce -14.1% 85 $4K
BOK Financial Private Wealth, Inc. 0.00% Reduce -91.1% 81 $3K
Cherry Tree Wealth Management, LLC 0.00% No change 78 $3K
Total Investment Management Inc. 0.00% New 77 $3K
Trifecta Capital Advisors, LLC 0.00% No change 76 $3K
Nvwm, LLC 0.00% Reduce -24.2% 72 $3K
SJS Investment Consulting Inc. 0.00% Reduce -75.3% 72 $3K
LMR Partners LLP 0.00% Reduce -99.5% 71 $3K
Tortoise Investment Management, LLC 0.00% New 66 $3K
Riggs Asset Managment Co. Inc. 0.00% No change 64 $3K
FSA Wealth Management LLC 0.00% Reduce -41.0% 62 $3K
Transce3nd, LLC 0.00% No change 62 $3K
Frazier Financial Advisors, LLC 0.00% No change 59 $3K
Legacy Investment Solutions, LLC 0.00% — 59 $3K
Legacy Wealth Managment, LLC 0.00% No change 59 $3K
Beaird Harris Wealth Management, LLC 0.00% Reduce -71.4% 58 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +200.0% 54 $2K
RMG Wealth Management LLC 0.00% — 50 $2K
Aventus Investment Advisors, Inc. 0.00% — 50 $2K
Core Alternative Capital 0.00% No change 50 $2K
Parkworth Wealth Management, Inc. 0.00% Add +158.8% 44 $2K
Delta Accumulation, LLC 0.00% No change 39 $2K
Quaker Wealth Management, LLC 0.00% — 36 $2K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -2.9% 33 $1K
Country Trust Bank 0.00% New 32 $1K
TFC Financial Management, Inc. 0.00% Reduce -55.7% 31 $1K
WestEnd Advisors, LLC 0.00% Reduce -23.7% 29 $1K
Financial Network Wealth Advisors LLC 0.00% No change 26 $1K
HFM Investment Advisors, LLC 0.00% Add +85.7% 26 $1K
WealthTrak Capital Management LLC 0.00% Reduce -44.4% 25 $1K
Principia Wealth Advisory, LLC 0.00% Add +60.0% 24 $1K
MPWM Advisory Solutions, LLC 0.00% Reduce -94.2% 24 $1K
LGT Financial Advisors LLC 0.00% New 21 $903
Y.D. More Investments Ltd 0.00% Add +0.6% 4,636 $586
Puff Wealth Management, LLC 0.00% Reduce -33.3% 10 $430
DHJJ Financial Advisors, Ltd. 0.00% No change 10 $430
Financial Management Professionals, Inc. 0.00% Reduce -99.9% 10 $430
West Branch Capital LLC 0.00% No change 7 $301
First Command Advisory Services, Inc. 0.00% Reduce -99.8% 4 $172

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