Toyota Motor Corp. -Spon ADRTM
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 574 institutions reported holding Toyota Motor Corp. -Spon ADR (TM) in their 13F filings, down 26 from Q2 2024. 61 opened new positions and 88 sold out. The largest holders were Fisher Asset Management ($1.2B), Morgan Stanley ($330.7M) and Goldman Sachs Group Inc. ($170.5M). 7 famous investors held it, including Ken Fisher (0.5% of Fisher Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Toyota Motor Corp. -Spon ADR
- CUSIP
- 892331307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $59.2M |
| Exits | 88 | $816.3M |
All 13F filers, Q2 2024 → Q3 2024: 1,582,516 shares bought and 1,988,809 shares sold, net −406,293 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 574 holders
| Fisher Asset Management | 0.49% | Add +2.4% | 6,762,449 | $1.2B |
| Morgan Stanley | 0.02% | Reduce -0.8% | 1,852,155 | $330.7M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -1.4% | 954,629 | $170.5M |
| Bank of America Corp. | 0.01% | Add +40.1% | 948,322 | $169.3M |
| BlackRock, Inc. | 0.00% | — | 754,594 | $134.7M |
| Northern Trust Corp. | 0.02% | Reduce -1.1% | 577,254 | $103.1M |
| FMR LLC | 0.01% | Reduce -17.8% | 492,793 | $88.0M |
| SRB Corp. | 3.91% | Add +24.9% | 390,948 | $69.8M |
| Natixis Advisors, LLC | 0.13% | Add +10.5% | 358,892 | $64.1M |
| Stifel Financial Corp. | 0.06% | Add +7.3% | 311,483 | $55.6M |
| Wilkinson Global Asset Management LLC | 3.29% | Reduce -3.0% | 305,733 | $54.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +2.9% | 257,367 | $46.0M |
| First Trust Advisors LP | 0.04% | Add +10.7% | 255,327 | $45.6M |
| American Century Companies Inc. | 0.02% | Add +6.7% | 220,974 | $39.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -55.7% | 159,467 | $28.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -12.8% | 152,750 | $27.3M |
| Royal Bank of Canada | 0.01% | Add +31.8% | 150,609 | $26.9M |
| Wells Fargo & Company | 0.01% | Add +5.0% | 146,982 | $26.2M |
| Clark Capital Management Group, Inc. | 0.18% | Reduce -24.4% | 143,250 | $25.6M |
| Captrust Financial Advisors | 0.07% | Reduce -0.3% | 140,786 | $25.1M |
| Cullen Capital Management, LLC | 0.25% | Reduce -29.4% | 126,911 | $22.7M |
| CIBC Private Wealth Group LLC | 0.04% | Reduce -39.4% | 122,541 | $21.9M |
| Susquehanna International Group, LLP | 0.04% | Reduce -23.0% | 121,148 | $21.6M |
| Martin Investment Management, LLC | 5.28% | Add +2.3% | 120,654 | $21.5M |
| HITE Hedge Asset Management LLC | 2.14% | Reduce -12.7% | 104,050 | $18.6M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -7.1% | 101,425 | $18.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.09% | Add +14.1% | 100,714 | $18.0M |
| Raymond James & Associates | 0.01% | Add +3.8% | 81,719 | $14.6M |
| QRG Capital Management, Inc. | 0.16% | Reduce -9.7% | 81,269 | $14.5M |
| Creative Planning | 0.01% | Add +2.6% | 77,225 | $13.8M |
| UBS Group AG | 0.00% | Add +19.1% | 76,065 | $13.6M |
| New Age Alpha Advisors, LLC | 7.73% | No change | 70,400 | $12.6M |
| LPL Financial LLC | 0.01% | Add +4.5% | 65,057 | $11.6M |
| T. Rowe Price Associates Inc. | 0.00% | New | 64,678 | $11.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +14.5% | 61,315 | $10.9M |
| Bank of New York Mellon Corp | 0.00% | Add +3.8% | 60,406 | $10.8M |
| Crossmark Global Holdings, Inc. | 0.19% | Add +9.4% | 58,120 | $10.4M |
| Rockefeller Capital Management L.P. | 0.03% | Add +373.5% | 55,599 | $9.9M |
| Millennium Management | 0.01% | New | 55,255 | $9.9M |
| O'shaughnessy Asset Management, LLC | 0.09% | Add +7.2% | 55,775 | $9.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -41.1% | 52,058 | $9.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -14.9% | 51,552 | $9.2M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -5.6% | 50,337 | $9.0M |
| Bank of Montreal | 0.00% | Add +3.2% | 46,227 | $8.5M |
| Heritage Investors Management Corp. | 0.27% | Reduce -0.9% | 46,203 | $8.3M |
| US Bancorp \de | 0.01% | Reduce -2.4% | 43,521 | $7.8M |
| Altrius Capital Management Inc | 1.91% | Add +11.1% | 42,773 | $7.6M |
| Cerity Partners LLC | 0.02% | Add +50.1% | 42,102 | $7.5M |
| Foster & Motley Inc. | 0.47% | Reduce -1.8% | 41,909 | $7.5M |
| Mariner, LLC | 0.01% | Reduce -3.9% | 41,662 | $7.5M |
| Quantinno Capital Management LP | 0.10% | Reduce -18.7% | 41,256 | $7.4M |
| Ethic Inc. | 0.17% | Add +6.4% | 26,760 | $6.7M |
| Stamos Capital Partners, L.P. | 1.55% | Add +80.8% | 36,930 | $6.6M |
| Cwm, LLC | 0.03% | Reduce -2.5% | 36,144 | $6.5M |
| Mediolanum International Funds Ltd | 0.09% | New | 328,500 | $6.3M |
| Citadel Advisors | 0.01% | Reduce -19.4% | 34,609 | $6.2M |
| JBF Capital, Inc. | 0.90% | No change | 33,825 | $6.0M |
| Vanguard Personalized Indexing Management, LLC | 0.10% | Add +7.1% | 33,075 | $5.9M |
| American Assets Investment Management, LLC | 0.47% | No change | 30,000 | $5.4M |
| Naviter Wealth, LLC | 0.74% | Add +8.4% | 29,937 | $5.3M |
| Corient Private Wealth LP | 0.01% | Add +27.1% | 29,628 | $5.3M |
| New York State Common Retirement Fund | 0.01% | No change | 29,270 | $5.2M |
| Vantage Investment Partners, LLC | 0.43% | New | 29,000 | $5.2M |
| Private Advisory Group LLC | 0.65% | Add +1.6% | 28,833 | $5.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.23% | Reduce -5.9% | 28,778 | $5.1M |
| LSV Asset Management | 0.01% | Reduce -36.0% | 28,310 | $5.1M |
| Tocqueville Asset Management L.P. | 0.08% | Add +0.7% | 27,647 | $4.9M |
| Moran Wealth Management, LLC | 0.15% | Add +62.4% | 27,433 | $4.9M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -2.0% | 27,002 | $4.8M |
| Citigroup Inc. | 0.00% | Add +4.4% | 26,386 | $4.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +22.3% | 26,213 | $4.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.8% | 26,182 | $4.7M |
| Yousif Capital Management, LLC | 0.05% | Reduce -6.8% | 24,849 | $4.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.3% | 24,698 | $4.4M |
| State Street Corp. | 0.00% | Reduce -1.2% | 24,353 | $4.3M |
| IFG Advisory, LLC | 0.27% | Reduce -1.6% | 24,152 | $4.3M |
| Cresset Asset Management, LLC | 0.02% | Add +2.4% | 23,816 | $4.3M |
| Sei Investments Co. | 0.01% | Add +2.0% | 23,662 | $4.2M |
| Pathstone Holdings, LLC | 0.02% | Reduce -8.3% | 22,896 | $4.1M |
| Cardinal Capital Management | 0.62% | Add +4.3% | 22,238 | $4.0M |
| Vident Advisory, LLC | 0.10% | Add +4.9% | 21,692 | $3.9M |
| Cetera Investment Advisers | 0.01% | Add +3.8% | 20,974 | $3.7M |
| Ritholtz Wealth Management | 0.11% | Add +7.2% | 20,934 | $3.7M |
| Oppenheimer Asset Management Inc. | 0.04% | Reduce -16.2% | 20,126 | $3.6M |
| Northwest Bancshares, Inc. | 0.60% | Reduce -3.3% | 19,778 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -11.0% | 19,632 | $3.5M |
| Inspire Trust Co, N.A. | 0.96% | Add +38.3% | 19,503 | $3.5M |
| Squarepoint Ops LLC | 0.01% | Add +430.3% | 19,489 | $3.5M |
| Signaturefd, LLC | 0.06% | Reduce -6.3% | 19,034 | $3.4M |
| Massachusetts Financial Services Co. | 0.00% | Add +4.7% | 19,016 | $3.4M |
| Silvercrest Asset Management Group LLC | 0.02% | New | 18,316 | $3.3M |
| Pittenger & Anderson Inc. | 0.12% | Reduce -3.8% | 18,120 | $3.2M |
| First Trust Direct Indexing L.P. | 0.17% | Reduce -15.5% | 17,394 | $3.1M |
| Forum Financial Management, LP | 0.05% | Reduce -0.1% | 17,297 | $3.1M |
| Rhumbline Advisers | 0.00% | Add +2.0% | 17,106 | $3.1M |
| Greenfield Seitz Capital Management, LLC | 1.03% | Add +19.8% | 15,825 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +2.6% | 15,529 | $2.8M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +2.6% | 15,529 | $2.8M |
| Aquatic Capital Management LLC | 0.07% | Add +1085.8% | 15,416 | $2.8M |
| Cary Street Partners Investment Advisory LLC | 0.10% | Add +1.7% | 15,190 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +7.2% | 15,099 | $2.7M |
| Capital Fund Management S.A. | 0.03% | New | 13,741 | $2.5M |
| D. E. Shaw & Co. | 0.00% | Reduce -85.2% | 13,334 | $2.4M |
| Capital Insight Partners, LLC | 0.39% | Add +7.2% | 12,587 | $2.2M |
| M&T Bank Corp | 0.01% | Reduce -3.0% | 12,500 | $2.2M |
| MML Investors Services, LLC | 0.01% | Add +4.9% | 12,438 | $2.2M |
| apricus wealth, LLC | 1.46% | Add +6.4% | 12,399 | $2.2M |
| Campbell & CO Investment Adviser LLC | 0.16% | New | 12,388 | $2.2M |
| Cary Street Partners Asset Management LLC | 0.29% | Reduce -0.9% | 12,150 | $2.2M |
| Eagle Global Advisors LLC | 0.11% | New | 12,017 | $2.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +1.3% | 11,798 | $2.1M |
| Greenleaf Trust | 0.02% | Reduce -1.2% | 11,652 | $2.1M |
| Cibc World Market Inc. | 0.00% | Add +9.6% | 11,557 | $2.1M |
| Gold Investment Management Ltd. | 0.85% | Add +1.1% | 11,332 | $2.0M |
| Blue Trust, Inc. | 0.03% | Add +123.9% | 9,778 | $2.0M |
| Raelipskie Partnership | 0.97% | Add +9.9% | 11,147 | $2.0M |
| Simplex Trading, LLC | 0.07% | Add +1118.9% | 11,116 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -5.1% | 11,045 | $2.0M |
| D.A. Davidson & Co. | 0.02% | Add +6.1% | 11,012 | $2.0M |
| Legacy Wealth Asset Management, LLC | 0.52% | Add +2.0% | 10,941 | $2.0M |
| Robinson Value Management, Ltd. | 1.26% | Add +1.2% | 10,886 | $1.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -2.7% | 10,800 | $1.9M |
| Assetmark, Inc. | 0.01% | Add +6.2% | 10,774 | $1.9M |
| Pacer Advisors, Inc. | 0.00% | Reduce -0.1% | 10,440 | $1.9M |
| Park Avenue Securities LLC | 0.02% | Reduce -22.5% | 10,329 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.0% | 10,324 | $1.8M |
| FORA Capital, LLC | 0.21% | Add +30.3% | 10,218 | $1.8M |
| Scotia Capital Inc. | 0.01% | Reduce -1.3% | 10,206 | $1.8M |
| National Bank of Canada | 0.00% | Reduce -22.8% | 9,831 | $1.8M |
| Vise Technologies, Inc. | 0.22% | Add +20.8% | 9,821 | $1.8M |
| Lester Murray Antman dba SimplyRich | 0.48% | Add +2.2% | 9,590 | $1.7M |
| Twin Tree Management, LP | 0.04% | New | 9,525 | $1.7M |
| Checchi Capital Advisers, LLC | 0.13% | Reduce -8.1% | 9,443 | $1.7M |
| Quadrant Capital Group LLC | 0.12% | Reduce -5.0% | 9,437 | $1.7M |
| Ellsworth Advisors, LLC | 0.43% | Add +1.6% | 9,326 | $1.7M |
| Marshall Wace, LLP | 0.00% | New | 9,223 | $1.6M |
| Walleye Capital LLC | 0.02% | Add +111.0% | 9,153 | $1.6M |
| Truist Financial Corp. | 0.00% | Reduce -7.9% | 8,306 | $1.5M |
| Renaissance Technologies | 0.00% | Reduce -89.8% | 8,300 | $1.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +10.5% | 8,271 | $1.5M |
| Alaethes Wealth, LLC | 0.54% | Add +9.3% | 8,247 | $1.5M |
| XY Capital Ltd | 0.79% | Reduce -46.7% | 8,202 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -6.4% | 8,201 | $1.5M |
| Gabelli Funds LLC | 0.01% | Add +31.0% | 8,185 | $1.5M |
| Invst, LLC | 0.17% | Add +4.9% | 8,005 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +1.9% | 7,976 | $1.4M |
| Ballentine Partners, LLC | 0.02% | Reduce -7.7% | 7,892 | $1.4M |
| Choreo, LLC | 0.02% | Add +22.2% | 7,806 | $1.4M |
| GFS Advisors, LLC | 0.29% | No change | 7,675 | $1.4M |
| Evergreen Capital Management LLC | 0.05% | Add +7.5% | 7,520 | $1.3M |
| Compound Planning, Inc. | 0.08% | Add +9.5% | 7,421 | $1.3M |
| LMR Partners LLP | 0.04% | Reduce -50.3% | 7,410 | $1.3M |
| AQR Capital Management | 0.00% | Add +103.9% | 7,378 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Add +2.5% | 7,235 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -75.8% | 7,157 | $1.3M |
| Meridian Investment Counsel Inc. | 0.38% | Add +96.7% | 7,130 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Add +5.0% | 7,116 | $1.3M |
| Cascade Financial Partners, LLC | 0.16% | No change | 7,430 | $1.3M |
| HHM Wealth Advisors, LLC | 0.17% | Add +7.1% | 6,895 | $1.2M |
| Aaron Wealth Advisors LLC | 0.15% | Add +21.6% | 6,847 | $1.2M |
| Belpointe Asset Management LLC | 0.07% | New | 6,839 | $1.2M |
| Ativo Capital Management LLC | 1.05% | Reduce -0.2% | 6,703 | $1.2M |
| Henry James International Management Inc. | 0.41% | Reduce -11.2% | 6,611 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.1% | 6,586 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +21.2% | 6,487 | $1.2M |
| Prudential Financial Inc. | 0.00% | Reduce -4.6% | 6,477 | $1.2M |
| Caprock Group, LLC | 0.04% | Reduce -6.7% | 6,415 | $1.1M |
| Franklin Resources Inc. | 0.00% | Reduce -1.4% | 6,478 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Reduce -0.3% | 6,327 | $1.1M |
| Principal Securities, Inc. | 0.03% | Reduce -1.1% | 6,247 | $1.1M |
| Community Bank & Trust, Waco, Texas | 0.25% | Add +6.4% | 6,150 | $1.1M |
| Verition Fund Management LLC | 0.01% | New | 6,113 | $1.1M |
| Janus Henderson Group PLC | 0.00% | Add +36.8% | 6,029 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -26.7% | 6,080 | $1.1M |
| Salem Investment Counselors Inc. | 0.03% | Reduce -5.2% | 5,822 | $1.0M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +35.2% | 5,798 | $1.0M |
| Level Four Advisory Services, LLC | 0.04% | Add +4.9% | 5,980 | $1.0M |
| Capital Wealth Planning, LLC | 0.01% | Reduce -66.5% | 5,538 | $989K |
| Etesian Wealth Advisors, Inc. | 0.44% | Reduce -7.2% | 5,495 | $981K |
| HighPoint Advisor Group LLC | 0.06% | Reduce -4.1% | 5,676 | $981K |
| Mitchell & Pahl Private Wealth, LLC | 0.45% | Add +5.1% | 5,457 | $974K |
| Diligent Investors, LLC | 0.23% | Add +2.8% | 5,434 | $970K |
| Lokken Investment Group LLC | 0.40% | New | 5,416 | $967K |
| Ieq Capital, LLC | 0.01% | Add +1.4% | 5,334 | $953K |
| Focus Partners Wealth | 0.00% | Add +53.9% | 5,270 | $941K |
| Five Oceans Advisors | 0.44% | Reduce -11.9% | 5,179 | $925K |
| Glenmede Trust Co. NA | 0.00% | Reduce -4.0% | 5,175 | $924K |
| Americana Partners, LLC | 0.06% | Add +2.2% | 5,071 | $906K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +9.5% | 4,951 | $884K |
| Hudson Portfolio Management LLC | 0.85% | — | 4,830 | $862K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.7% | 4,767 | $851K |
| Atom Investors LP | 0.09% | New | 4,710 | $841K |
| Bailard, Inc. | 0.02% | Add +1.5% | 4,702 | $840K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 4,683 | $836K |
| Virtu Financial LLC | 0.04% | Add +83.2% | 4,523 | $808K |
| CKW Financial Group | 0.10% | No change | 4,516 | $804K |
| Pitcairn Co. | 0.05% | Reduce -12.7% | 4,478 | $800K |
| BigSur Wealth Management LLC | 0.22% | No change | 4,470 | $798K |
| Lake Street Advisors Group, LLC | 0.04% | Reduce -0.0% | 4,362 | $779K |
| Apexium Financial, LP | 0.05% | No change | 4,322 | $772K |
| Parallel Advisors, LLC | 0.02% | Add +9.0% | 4,320 | $771K |
| Legacy Financial Advisors, Inc. | 0.13% | Reduce -4.7% | 4,275 | $763K |
| Schechter Investment Advisors, LLC | 0.06% | Add +1.9% | 4,250 | $759K |
| Callan Capital, LLC | 0.05% | Add +2.0% | 4,237 | $757K |
| True North Advisors, LLC | 0.20% | Add +300.9% | 4,201 | $750K |
| Barclays PLC | 0.00% | Add +168.8% | 4,155 | $742K |
| Russell Investments Group, Ltd. | 0.00% | Add +76.2% | 4,129 | $737K |
| Jane Street Group, LLC | 0.00% | Reduce -90.7% | 4,119 | $736K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -2.2% | 4,091 | $731K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -4.2% | 4,066 | $726K |
| Point72 Asset Management | 0.00% | New | 4,000 | $714K |
| Prospera Financial Services Inc | 0.02% | Reduce -3.4% | 3,924 | $701K |
| Axxcess Wealth Management, LLC | 0.02% | No change | 3,911 | $698K |
| Legacy Bridge, LLC | 0.37% | Reduce -30.0% | 3,868 | $691K |
| Sage Rhino Capital LLC | 0.15% | Add +0.8% | 3,817 | $682K |
| Intrust Bank NA | 0.07% | Reduce -6.8% | 3,809 | $680K |
| Montecito Bank & Trust | 0.11% | Reduce -0.5% | 3,776 | $674K |
| Eagle Asset Management Inc. | 0.00% | Add +15.4% | 3,896 | $670K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -2.5% | 3,742 | $667K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -12.9% | 3,725 | $665K |
| Physicians Financial Services, Inc. | 0.21% | Add +6.9% | 3,722 | $665K |
| Dynamic Technology Lab Private Ltd | 0.07% | New | 3,720 | $664K |
| Valeo Financial Advisors, LLC | 0.02% | Add +6.2% | 3,710 | $663K |
| Huntington National Bank | 0.01% | Add +0.3% | 3,670 | $655K |
| Lockheed Martin Investment Management Co. | 0.03% | New | 3,640 | $650K |
| PDS Planning, Inc | 0.06% | Add +1.2% | 3,562 | $636K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -14.6% | 3,557 | $635K |
| Wambolt & Associates, LLC | 0.17% | Reduce -10.4% | 3,559 | $634K |
| West Family Investments, Inc. | 0.21% | Add +47.2% | 3,509 | $627K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -5.1% | 3,489 | $623K |
| BNP Paribas Financial Markets | 0.00% | Reduce -91.0% | 3,455 | $617K |
| Independent Advisor Alliance | 0.02% | Reduce -1.6% | 3,339 | $596K |
| PFG Investments, LLC | 0.04% | Add +34.5% | 3,262 | $582K |
| &partners | 0.01% | Add +139.6% | 3,254 | $582K |
| Commerce Bank | 0.00% | Add +2.3% | 3,214 | $574K |
| Alexander Labrunerie & Co., Inc. | 0.26% | No change | 3,112 | $556K |
| Townsquare Capital LLC | 0.01% | Add +191.3% | 3,096 | $553K |
| Allworth Financial LP | 0.00% | Reduce -7.6% | 3,094 | $553K |
| Xponance LLC | 0.01% | Add +32.5% | 3,092 | $552K |
| Drake & Associates, LLC | 0.17% | New | 3,024 | $540K |
| River Wealth Advisors LLC | 0.07% | Reduce -46.7% | 3,014 | $538K |
| EP Wealth Advisors, LLC | 0.00% | Add +29.5% | 2,897 | $517K |
| Headlands Technologies LLC | 0.06% | Add +538.6% | 2,880 | $514K |
| Clarius Group, LLC | 0.04% | Reduce -14.2% | 3,194 | $512K |
| Cordatus Wealth Management LLC | 0.18% | No change | 2,837 | $507K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -8.2% | 2,838 | $507K |
| Dogwood Wealth Management LLC | 0.29% | New | 2,833 | $506K |
| First Affirmative Financial Network | 0.27% | Reduce -3.9% | 2,780 | $496K |
| Sonoma Private Wealth LLC | 0.77% | Reduce -2.2% | 2,760 | $493K |
| Jones Financial Companies LLLP | 0.00% | Add +196.2% | 2,675 | $488K |
| Sivia Capital Partners, LLC | 0.28% | Add +17.9% | 2,697 | $482K |
| Johnson Investment Counsel Inc. | 0.00% | Add +6.7% | 2,660 | $475K |
| Lodestone Wealth Management LLC | 0.23% | Reduce -23.6% | 2,616 | $467K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +1.4% | 2,611 | $467K |
| Coldstream Capital Management Inc. | 0.01% | Add +25.2% | 2,611 | $466K |
| Abundance Wealth Counselors | 0.10% | New | 2,593 | $463K |
| Lee Danner & Bass Inc. | 0.03% | No change | 2,517 | $449K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 2,500 | $446K |
| Campion Asset Management | 0.33% | No change | 2,490 | $445K |
| Engineers Gate Manager LP | 0.01% | New | 2,466 | $440K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +3.3% | 2,462 | $440K |
| PFG Advisors | 0.03% | Add +4.9% | 2,450 | $437K |
| Mission Wealth Management, LP | 0.01% | Reduce -10.3% | 2,437 | $435K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -2.9% | 2,418 | $432K |
| Bleakley Financial Group, LLC | 0.01% | Add +12.6% | 2,362 | $422K |
| Fort Sheridan Advisors LLC | 0.06% | Add +7.1% | 2,345 | $419K |
| International Assets Investment Management, LLC | 0.03% | Add +92.7% | 2,339 | $418K |
| Atria Investments, Inc | 0.01% | Reduce -44.7% | 2,324 | $415K |
| Atlas Capital Advisors Inc. | 0.06% | Reduce -36.0% | 2,294 | $410K |
| Raymond James Trust N.A. | 0.01% | Add +2.3% | 2,282 | $407K |
| Westover Capital Advisors, LLC | 0.08% | No change | 2,245 | $401K |
| Henshaw Capital LLC | 0.02% | Add +121.4% | 2,245 | $401K |
| Sigma Planning Corp | 0.01% | New | 2,212 | $395K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -12.4% | 2,208 | $394K |
| Keybank National Association | 0.00% | Reduce -0.8% | 2,189 | $391K |
| Brighton Jones LLC | 0.01% | Reduce -9.6% | 2,182 | $390K |
| ICONIQ Capital, LLC | 0.01% | New | 2,182 | $390K |
| Cetera Trust Company, N.A | 0.24% | No change | 2,170 | $387K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -18.3% | 2,156 | $385K |
| Optas, LLC | 0.09% | Add +21.1% | 2,150 | $384K |
| DGS Capital Management, LLC | 0.10% | Reduce -19.5% | 2,149 | $384K |
| Louisbourg Investments Inc. | 0.10% | No change | 2,140 | $382K |
| SG Americas Securities, LLC | 0.00% | Reduce -38.4% | 2,139 | $382K |
| Wedmont Private Capital | 0.02% | Add +5.4% | 2,154 | $382K |
| Schroder Investment Management Group | 0.00% | Reduce -20.4% | 2,113 | $382K |
| Vista Investment Management | 0.14% | Add +25.5% | 2,104 | $376K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Reduce -10.9% | 2,102 | $375K |
| 180 Wealth Advisors, LLC | 0.06% | Add +7.0% | 2,092 | $374K |
| Capital Advisors Wealth Management, LLC | 0.07% | Reduce -28.8% | 2,064 | $369K |
| Graham Capital Management, L.P. | 0.02% | New | 2,055 | $367K |
| Gallacher Capital Management LLC | 0.17% | Reduce -0.4% | 2,053 | $367K |
| Lindbrook Capital, LLC | 0.03% | Reduce -14.0% | 2,016 | $360K |
| Clear Harbor Asset Management, LLC | 0.03% | No change | 2,000 | $357K |
| Gradient Investments LLC | 0.01% | Add +0.8% | 1,975 | $353K |
| Berger Financial Group, Inc | 0.03% | Add +8.0% | 1,955 | $349K |
| Traveka Wealth, LLC | 0.18% | Reduce -3.0% | 1,942 | $347K |
| Frank, Rimerman Advisors LLC | 0.02% | Add +15.6% | 1,940 | $346K |
| Regions Financial Corp. | 0.00% | Reduce -1.0% | 1,928 | $344K |
| Rosenberg Matthew Hamilton | 0.09% | Add +5.9% | 1,909 | $341K |
| Capital Analysts, LLC | 0.01% | Add +45.4% | 1,907 | $340K |
| Advisors Asset Management, Inc. | 0.01% | Add +43.9% | 1,901 | $339K |
| Fox Hill Wealth Management | 0.19% | Reduce -5.9% | 1,898 | $339K |
| RDA Financial Network | 0.11% | New | 1,895 | $338K |
| Keeler Thomas Management LLC | 0.11% | Add +0.3% | 1,879 | $336K |
| Argonautica Private Wealth Management, Inc. | 0.11% | Add +0.3% | 1,877 | $335K |
| Invesco Ltd. | 0.00% | Add +6.7% | 1,862 | $333K |
| TD Private Client Wealth LLC | 0.01% | Reduce -1.1% | 1,855 | $331K |
| Cromwell Holdings LLC | 0.21% | Add +1.4% | 1,852 | $331K |
| Smartleaf Asset Management LLC | 0.04% | Add +97.5% | 1,801 | $329K |
| DAVENPORT & Co LLC | 0.00% | Add +1.9% | 1,814 | $324K |
| Parsons Capital Management Inc. | 0.02% | Reduce -5.3% | 1,805 | $322K |
| Drive Wealth Management, LLC | 0.08% | Reduce -8.8% | 1,796 | $321K |
| Lido Advisors, LLC | 0.00% | Add +6.0% | 1,793 | $320K |
| Unio Capital LLC | 0.13% | New | 1,770 | $316K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +3.8% | 1,759 | $314K |
| Stephens Inc. | 0.00% | Reduce -21.4% | 1,718 | $307K |
| American Trust Investment Advisors, LLC | 0.12% | Reduce -3.9% | 1,710 | $305K |
| Rehmann Capital Advisory Group | 0.02% | Add +50.6% | 1,703 | $304K |
| Blueshift Asset Management, LLC | 0.07% | Reduce -85.2% | 1,688 | $301K |
| Kingsview Wealth Management, LLC | 0.01% | Add +8.3% | 1,680 | $300K |
| Bayesian Capital Management, LP | 0.04% | New | 1,671 | $298K |
| Dakota Wealth Management | 0.01% | No change | 1,660 | $296K |
| First Horizon Advisors, Inc. | 0.01% | No change | 1,650 | $295K |
| Tectonic Advisors LLC | 0.02% | No change | 1,631 | $291K |
| Trust Point Inc. | 0.02% | Reduce -5.6% | 1,630 | $291K |
| Bard Financial Services, Inc. | 0.03% | No change | 1,625 | $290K |
| Bowen Hanes & Co. Inc. | 0.01% | Reduce -5.8% | 1,615 | $288K |
| Savant Capital, LLC | 0.00% | Add +4.1% | 1,612 | $288K |
| Fifth Third Bancorp | 0.00% | Add +66.1% | 1,596 | $285K |
| Avior Wealth Management, LLC | 0.01% | Add +48.4% | 1,595 | $285K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +0.2% | 1,583 | $283K |
| CENTRAL TRUST Co | 0.01% | Add +29.3% | 1,581 | $282K |
| TD Asset Management Inc | 0.00% | Add +13.9% | 1,541 | $282K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -5.8% | 1,558 | $278K |
| Hexagon Capital Partners LLC | 0.05% | Add +8.7% | 1,550 | $277K |
| McLean Asset Management Corp | 0.08% | Add +2.3% | 1,532 | $276K |
| VanderPol Investments L.L.C. | 0.61% | Add +5.0% | 1,534 | $274K |
| Successful Portfolios LLC | 0.18% | No change | 1,520 | $271K |
| KOM Wealth Management Group, LLC | 0.22% | Reduce -13.8% | 1,509 | $270K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.9% | 1,497 | $267K |
| Rothschild Investment LLC | 0.02% | Reduce -0.8% | 1,483 | $265K |
| GAMMA Investing LLC | 0.03% | Reduce -2.8% | 1,481 | $264K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -7.7% | 1,480 | $264K |
| Balentine LLC | 0.01% | Add +0.5% | 1,475 | $263K |
| Aberdeen Wealth Management LLC | 0.17% | Reduce -16.9% | 1,472 | $263K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,465 | $262K |
| EntryPoint Capital, LLC | 0.15% | Add +107.0% | 1,459 | $261K |
| Florida Trust Wealth Management Co | 0.01% | No change | 1,456 | $260K |
| Auxier Asset Management LLC | 0.04% | No change | 1,429 | $255K |
| Hourglass Capital, LLC | 0.07% | No change | 1,400 | $250K |
| MAI Capital Management | 0.00% | Reduce -55.2% | 1,391 | $248K |
| Linden Thomas Advisory Services, LLC | 0.03% | Add +25.4% | 1,389 | $248K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -13.7% | 1,373 | $245K |
| SevenBridge Financial Group, LLC | 0.05% | No change | 1,403 | $244K |
| Red Mountain Financial, LLC | 0.26% | No change | 1,364 | $244K |
| American Money Management, LLC | 0.05% | Add +2.5% | 1,360 | $243K |
| Keel Point, LLC | 0.02% | Reduce -3.0% | 1,358 | $242K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -4.7% | 1,320 | $242K |
| Seven Mile Advisory | 0.16% | Add +1.7% | 1,348 | $241K |
| Silvia McColl Wealth Management, LLC | 0.18% | No change | 1,335 | $238K |
| Advisory Services Network, LLC | 0.00% | No change | 1,160 | $238K |
| HB Wealth Management, LLC | 0.00% | Reduce -5.5% | 1,326 | $237K |
| Kathmere Capital Management, LLC | 0.02% | New | 1,326 | $237K |
| Aprio Wealth Management, LLC | 0.04% | Add +1.8% | 1,325 | $237K |
| Sage Mountain Advisors LLC | 0.02% | Add +4.8% | 1,321 | $236K |
| Laraway Financial Advisors Inc | 0.19% | No change | 1,300 | $232K |
| Abel Hall, LLC | 0.15% | Add +5.5% | 1,274 | $227K |
| NBT Bank, N.A. | 0.02% | No change | 1,265 | $226K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 1,257 | $225K |
| Cahill Financial Advisors Inc. | 0.03% | No change | 1,257 | $224K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -5.0% | 1,248 | $223K |
| Net Worth Advisory Group | 0.07% | — | 1,238 | $221K |
| Capital Investment Counsel, Inc | 0.03% | No change | 1,238 | $221K |
| Stonegate Investment Group, LLC | 0.01% | Add +16.2% | 1,232 | $220K |
| Canopy Partners, LLC | 0.09% | Reduce -4.8% | 1,219 | $218K |
| Perennial Investment Advisors, LLC | 0.03% | New | 1,206 | $215K |
| Fiduciary Trust Co | 0.00% | No change | 1,204 | $215K |
| Mutual Advisors, LLC | 0.01% | Add +4.7% | 1,261 | $215K |
| Wealth Group, Ltd. | 0.14% | Reduce -6.5% | 1,180 | $211K |
| Hardy Reed LLC | 0.02% | New | 1,179 | $211K |
| Synovus Financial Corp. | 0.00% | New | 1,171 | $209K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -16.2% | 1,166 | $208K |
| Prudent Man Advisors, LLC | 0.07% | No change | 1,166 | $208K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -43.0% | 1,157 | $207K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,157 | $207K |
| Flputnam Investment Management Co. | 0.00% | Reduce -16.9% | 1,155 | $206K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -2.9% | 1,140 | $204K |
| Byrne Asset Management LLC | 0.14% | Reduce -45.1% | 1,135 | $203K |
| HBK Sorce Advisory LLC | 0.01% | Add +9.5% | 1,134 | $202K |
| Centiva Capital, LP | 0.01% | New | 1,134 | $202K |
| Donaldson Capital Management, LLC | 0.01% | Add +0.3% | 1,128 | $201K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -6.4% | 1,127 | $201K |
| Mgo One Seven LLC | 0.01% | Reduce -13.0% | 1,127 | $201K |
| Planned Solutions, Inc. | 0.08% | New | 1,100 | $196K |
| City State Bank | 0.07% | Add +1000.0% | 1,100 | $196K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -7.5% | 1,001 | $179K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +12.3% | 959 | $171K |
| AXA S.A. | 0.00% | Reduce -19.9% | 950 | $170K |
| Leonteq Securities AG | 0.02% | Add +108.5% | 888 | $159K |
| TD Waterhouse Canada Inc. | 0.00% | Add +7.2% | 829 | $147K |
| Deutsche Bank AG | 0.00% | No change | 800 | $143K |
| Addison Advisors LLC | 0.04% | Reduce -0.3% | 793 | $142K |
| Carolinas Wealth Consulting LLC | 0.03% | Add +0.4% | 791 | $141K |
| UMB Bank, n.a. | 0.00% | Reduce -4.5% | 771 | $138K |
| Global Retirement Partners, LLC | 0.00% | Reduce -48.2% | 757 | $135K |
| Pflug Koory, LLC | 0.01% | — | 700 | $125K |
| GeoWealth Management, LLC | 0.00% | Reduce -3.2% | 693 | $124K |
| Geneos Wealth Management Inc. | 0.00% | Add +7.6% | 664 | $118K |
| Paradigm Asset Management Co. LLC | 0.03% | No change | 655 | $117K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 616 | $110K |
| Spire Wealth Management | 0.00% | Add +10.8% | 604 | $108K |
| Community Bank, N.A. | 0.01% | No change | 600 | $107K |
| North Star Investment Management Corp. | 0.01% | No change | 539 | $96K |
| Harbour Investments, Inc. | 0.00% | Reduce -7.9% | 537 | $96K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 500 | $89K |
| CoreFirst Bank & Trust | 0.05% | New | 498 | $89K |
| MeadowBrook Investment Advisors LLC | 0.08% | No change | 4,845 | $86K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.9% | 431 | $77K |
| Bruce G. Allen Investments, LLC | 0.06% | Reduce -4.3% | 428 | $76K |
| Infrastructure Capital Advisors, LLC | 0.01% | New | 400 | $71K |
| BNP Paribas | 0.00% | No change | 400 | $71K |
| Clearstead Advisors, LLC | 0.00% | No change | 378 | $68K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +766.7% | 364 | $65K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 339 | $61K |
| Rise Advisors, LLC | 0.03% | No change | 338 | $60K |
| Bogart Wealth, LLC | 0.00% | No change | 336 | $60K |
| Concord Wealth Partners | 0.01% | No change | 330 | $59K |
| Wintrust Investments LLC | 0.04% | Reduce -82.5% | 328 | $58K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 312 | $56K |
| Beach Investment Counsel Inc. | 0.01% | No change | 300 | $54K |
| Montag A & Associates Inc. | 0.00% | No change | 300 | $54K |
| HM Payson & Co. | 0.00% | New | 300 | $54K |
| Brown Brothers Harriman & Co. | 0.00% | Add +188.2% | 294 | $53K |
| Carmichael Hill & Associates, Inc. | 0.02% | No change | 280 | $50K |
| Independence Bank of Kentucky | 0.01% | No change | 275 | $49K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 275 | $49K |
| Financial Perspectives, Inc | 0.02% | No change | 267 | $48K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -0.8% | 264 | $47K |
| Optimum Investment Advisors | 0.02% | No change | 250 | $45K |
| Anfield Capital Management, LLC | 0.02% | No change | 250 | $45K |
| Oakworth Capital, Inc. | 0.00% | No change | 250 | $45K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 250 | $45K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +254.3% | 248 | $44K |
| Advisors Preferred, LLC | 0.01% | New | 237 | $42K |
| Pacifica Partners Inc. | 0.02% | No change | 230 | $41K |
| IFP Advisors, Inc | 0.00% | Add +11.2% | 228 | $41K |
| Estabrook Capital Management | 0.01% | No change | 220 | $39K |
| Asset Dedication, LLC | 0.00% | No change | 218 | $39K |
| AdvisorNet Financial, Inc | 0.00% | No change | 212 | $38K |
| Bangor Savings Bank | 0.00% | Reduce -14.7% | 209 | $37K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -32.0% | 208 | $37K |
| Parkside Financial Bank & Trust | 0.01% | Add +16.8% | 202 | $36K |
| CoreCap Advisors, LLC | 0.00% | New | 193 | $34K |
| Northwest Financial Advisors | 0.03% | New | 188 | $34K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -3.2% | 183 | $33K |
| Westside Investment Management, Inc. | 0.01% | Reduce -2.1% | 185 | $33K |
| Grove Bank & Trust | 0.00% | New | 178 | $32K |
| Boyd Watterson Asset Management LLC | 0.01% | Reduce -2.3% | 170 | $30K |
| Jamison Private Wealth Management, Inc. | 0.00% | Add +300.0% | 168 | $30K |
| SouthState Bank Corp | 0.00% | No change | 165 | $29K |
| Key Financial Inc | 0.01% | No change | 162 | $29K |
| Continuum Advisory, LLC | 0.00% | No change | 166 | $29K |
| Criterion Capital Advisors, LLC | 0.02% | No change | 140 | $29K |
| Highline Wealth Partners LLC | 0.01% | Reduce -3.2% | 152 | $27K |
| GW&K Investment Management, LLC | 0.00% | No change | 143 | $26K |
| Bessemer Group Inc. | 0.00% | Add +484.0% | 146 | $26K |
| Silicon Valley Capital Partners | 0.00% | No change | 143 | $26K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -88.8% | 135 | $24K |
| Bank of New Hampshire | 0.01% | No change | 135 | $24K |
| Providence Capital Advisors, LLC | 0.00% | No change | 133 | $24K |
| FinTrust Capital Advisors, LLC | 0.00% | Add +254.1% | 131 | $23K |
| Tsfg, LLC | 0.01% | No change | 128 | $23K |
| Richardson Financial Services Inc. | 0.01% | No change | 111 | $23K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 127 | $23K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 127 | $22K |
| Pathway Financial Advisers, LLC | 0.01% | Reduce -0.8% | 119 | $21K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 125 | $21K |
| Private Trust Co. NA | 0.00% | No change | 117 | $21K |
| MCF Advisors LLC | 0.00% | No change | 117 | $21K |
| Oarsman Capital, Inc. | 0.00% | New | 114 | $20K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -12.4% | 113 | $20K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -9.8% | 111 | $20K |
| Elequin Capital, LP | 0.04% | Add +25.3% | 109 | $19K |
| Coastline Trust Co | 0.00% | New | 103 | $18K |
| Centennial Bank | 0.01% | No change | 101 | $18K |
| Clarity Asset Management, Inc. | 0.01% | No change | 100 | $18K |
| Tacita Capital Inc | 0.01% | No change | 100 | $18K |
| Hilltop National Bank | 0.01% | Reduce -9.1% | 100 | $18K |
| Caldwell Trust Co | 0.00% | No change | 100 | $18K |
| WASHINGTON TRUST Co | 0.00% | New | 100 | $18K |
| Ancora Advisors LLC | 0.00% | No change | 100 | $18K |
| PSI Advisors, LLC | 0.00% | No change | 90 | $16K |
| Beacon Capital Management, LLC | 0.00% | New | 87 | $16K |
| McIlrath & Eck, LLC | 0.00% | No change | 87 | $16K |
| Accent Capital Management, LLC | 0.01% | No change | 85 | $15K |
| CVA Family Office, LLC | 0.00% | Reduce -6.6% | 85 | $15K |
| Field & Main Bank | 0.01% | Reduce -52.8% | 85 | $15K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 81 | $14K |
| Toronto Dominion Bank | 0.00% | No change | 79 | $14K |
| WR Wealth Planners, LLC | 0.00% | No change | 75 | $13K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 75 | $13K |
| Trust Co. of Vermont | 0.00% | New | 75 | $13K |
| Reston Wealth Management LLC | 0.00% | New | 70 | $13K |
| Federated Hermes, Inc. | 0.00% | Add +6.2% | 69 | $12K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 67 | $12K |
| Mather Group, Llc. | 0.00% | Reduce -62.1% | 64 | $11K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 61 | $11K |
| Raleigh Capital Management Inc. | 0.00% | Add +50.0% | 60 | $11K |
| Global Financial Private Client, LLC | 0.00% | New | 59 | $11K |
| Sound Income Strategies, LLC | 0.00% | No change | 59 | $11K |
| Cornerstone Planning Group LLC | 0.00% | Add +63.9% | 59 | $10K |
| WealthCollab, LLC | 0.01% | No change | 58 | $10K |
| Aspect Partners, LLC | 0.01% | No change | 58 | $10K |
| REAP Financial Group, LLC | 0.00% | New | 55 | $10K |
| AllSquare Wealth Management LLC | 0.01% | No change | 53 | $9K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 51 | $9K |
| FSA Wealth Management LLC | 0.00% | — | 50 | $9K |
| Missouri Trust & Investment Co | 0.00% | No change | 50 | $9K |
| GHP Investment Advisors, Inc. | 0.00% | Add +525.0% | 50 | $9K |
| Adirondack Trust Co. | 0.00% | Reduce -60.0% | 50 | $9K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 49 | $9K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 45 | $8K |
| Paladin Wealth, LLC | 0.01% | — | 42 | $8K |
| Quintet Private Bank (Europe) S.A. | 0.00% | Add +156.3% | 41 | $7K |
| Davis Capital Management | 0.01% | No change | 39 | $7K |
| Creative Capital Management Investments LLC | 0.00% | No change | 39 | $7K |
| POM Investment Strategies, LLC | 0.01% | Reduce -74.5% | 38 | $7K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 36 | $7K |
| Tucker Asset Management LLC | 0.00% | No change | 35 | $6K |
| Lanark Financial, Inc. | 0.00% | No change | 36 | $6K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -8.3% | 33 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -60.8% | 31 | $6K |
| Costello Asset Management, INC | 0.00% | New | 30 | $5K |
| Stone House Investment Management, LLC | 0.00% | No change | 28 | $5K |
| Voisard Asset Management Group, Inc. | 0.00% | No change | 25 | $4K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 25 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -75.5% | 24 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 24 | $4K |
| Annapolis Financial Services, LLC | 0.00% | No change | 24 | $4K |
| Ashton Thomas Securities, LLC | 0.00% | New | 24 | $4K |
| Raffa Wealth Management, LLC | 0.00% | No change | 23 | $4K |
| ZynergyRetirementPlanningLLC | 0.00% | No change | 22 | $4K |
| Mendota Financial Group, LLC | 0.00% | Add +120.0% | 22 | $4K |
| First Financial Corp. | 0.00% | New | 20 | $4K |
| Princeton Global Asset Management LLC | 0.00% | No change | 19 | $3K |
| Hemington Wealth Management | 0.00% | New | 23 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 17 | $3K |
| LRI Investments, LLC | 0.00% | No change | 17 | $3K |
| ClariVest Asset Management LLC | 0.00% | No change | 14 | $3K |
| Bull Oak Capital, LLC | 0.00% | New | 15 | $3K |
| DecisionPoint Financial, LLC | 0.00% | No change | 13 | $2K |
| Creekmur Asset Management LLC | 0.00% | No change | 13 | $2K |
| Legacy Investment Solutions, LLC | 0.00% | — | 13 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | — | 13 | $2K |
| MidAtlantic Capital Management, Inc. | 0.00% | No change | 12 | $2K |
| Copley Financial Group, Inc. | 0.00% | — | 11 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 11 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 10 | $2K |
| Motco | 0.00% | No change | 10 | $2K |
| Evermay Wealth Management LLC | 0.00% | New | 8 | $1K |
| Earned Wealth Advisors, LLC | 0.00% | New | 7 | $1K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 7 | $1K |
| Arax Advisory Partners | 0.00% | Reduce -22.2% | 7 | $1K |
| Larson Financial Group LLC | 0.00% | No change | 7 | $1K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 7 | $1K |
| Avion Wealth | 0.00% | No change | 10 | $1K |
| TFC Financial Management, Inc. | 0.00% | No change | 4 | $715 |
| Global Trust Asset Management, LLC | 0.00% | No change | 4 | $714 |
| Kessler Investment Group, LLC | 0.00% | No change | 2 | $357 |
| Activest Wealth Management | 0.00% | No change | 2 | $357 |
| Sunbelt Securities, Inc. | 0.00% | No change | 2 | $357 |
| Albion Financial Group | 0.00% | New | 1 | $179 |
| Sandy Spring Bank | 0.00% | No change | 1 | $179 |
| Smithfield Trust Co | 0.00% | No change | 1 | $0 |
"% of holder's portfolio" is TM's weight in each manager's 13F, not the share of Toyota Motor Corp. -Spon ADR the manager owns.