Toyota Motor Corp. -Spon ADRTM

13F holders, Q3 2025 (September 30)
625holders +31
86new positions
56sold out
6famous investors
$191.07avg. 13F price*

At the end of Q3 2025, 625 institutions reported holding Toyota Motor Corp. -Spon ADR (TM) in their 13F filings, up 31 from Q2 2025. 86 opened new positions and 56 sold out. The largest holders were Fisher Asset Management ($1.3B), Morgan Stanley ($409.4M) and Bank of America Corp. ($280.1M). 6 famous investors held it, including Ken Fisher (0.5% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
Toyota Motor Corp. -Spon ADR
CUSIP
892331307
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 612Q1 2024Q2 2024: 600Q2 2024Q3 2024: 574Q3 2024Q4 2024: 608Q4 2024Q1 2025: 610Q1 2025Q2 2025: 594Q2 2025Q3 2025: 625Q3 2025Q4 2025: 688Q4 2025Q1 2026: 700Q1 2026Q2 2026: 644Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions86$40.8M
Exits56$31.6M

All 13F filers, Q2 2025 → Q3 2025: 1,642,761 shares bought and 854,847 shares sold, net +787,914 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 625 holders

Fisher Asset Management 0.48% Add +1.2% 6,909,198 $1.3B
Morgan Stanley 0.02% Add +0.7% 2,142,535 $409.4M
Bank of America Corp. 0.02% Add +4.9% 1,465,611 $280.1M
Goldman Sachs Group Inc. 0.03% Reduce -1.9% 1,226,889 $234.4M
Northern Trust Corp. 0.03% Add +3.6% 1,051,468 $200.9M
BlackRock, Inc. 0.00% Add +8.8% 887,482 $169.6M
FMR LLC 0.01% Add +11.1% 774,695 $148.0M
Natixis Advisors, LLC 0.13% Add +8.5% 465,639 $89.0M
Stifel Financial Corp. 0.07% Add +6.9% 420,092 $80.3M
Captrust Financial Advisors 0.16% Add +1.2% 407,239 $77.8M
American Century Companies Inc. 0.03% Add +18.3% 332,180 $63.5M
Clark Capital Management Group, Inc. 0.40% Add +46.2% 330,433 $63.1M
SRB Corp. 3.26% Reduce -0.3% 298,092 $57.0M
Dimensional Fund Advisors LP 0.01% Reduce -8.2% 298,081 $57.0M
Connor, Clark & Lunn Investment Management Ltd. 0.15% Add +204.7% 257,269 $49.2M
Balyasny Asset Management L.P. 0.09% Add +48.8% 226,824 $43.3M
Wells Fargo & Company 0.01% Add +15.6% 207,232 $39.6M
UBS Group AG 0.01% Reduce -10.9% 199,115 $38.0M
First Trust Advisors LP 0.03% Reduce -16.2% 198,140 $37.9M
Cullen Capital Management, LLC 0.41% Add +25.2% 197,114 $37.7M
Envestnet Asset Management Inc. 0.01% Add +16.7% 174,676 $33.4M
Raymond James Financial Inc. 0.01% Add +7.4% 149,734 $28.6M
Ameriprise Financial Inc. 0.01% Reduce -5.5% 122,318 $23.4M
Martin Investment Management, LLC 5.60% Reduce -0.7% 115,229 $22.0M
HITE Hedge Asset Management LLC 1.18% Reduce -40.3% 113,705 $21.7M
Charles Schwab Investment Management Inc. 0.00% Add +26.3% 112,214 $21.4M
Royal Bank of Canada 0.00% Add +0.4% 110,011 $21.0M
JPMorgan Chase & Co. 0.00% Add +26.1% 107,094 $20.5M
Creative Planning 0.02% Add +24.5% 105,612 $20.2M
Franklin Resources Inc. 0.00% Add +1509.1% 100,554 $19.2M
LPL Financial LLC 0.01% Add +11.8% 100,060 $19.1M
Vantage Investment Partners, LLC 1.12% No change 85,781 $16.4M
Quantinno Capital Management LP 0.04% Add +37.3% 84,423 $16.1M
New Age Alpha Advisors, LLC 0.57% No change 70,400 $13.5M
Renaissance Technologies 0.02% Reduce -35.7% 68,500 $13.1M
Crossmark Global Holdings, Inc. 0.17% Reduce -0.3% 60,778 $11.6M
QRG Capital Management, Inc. 0.14% Reduce -27.3% 58,831 $11.2M
Cetera Investment Advisers 0.01% Add +117.8% 57,377 $11.0M
Stamos Capital Partners, L.P. 1.99% Add +30.8% 55,092 $10.5M
O'shaughnessy Asset Management, LLC 0.06% Reduce -3.0% 53,315 $10.2M
Bank of New York Mellon Corp 0.00% Add +2.5% 52,209 $10.0M
Altrius Capital Management Inc 2.07% Add +4.7% 47,527 $9.1M
Mercer Global Advisors Inc. 0.01% Add +17.7% 46,466 $8.9M
Vanguard Personalized Indexing Management, LLC 0.09% Add +4.0% 45,959 $8.8M
Heritage Investors Management Corp. 0.26% Reduce -0.8% 45,688 $8.7M
Mariner, LLC 0.01% Add +7.6% 45,484 $8.7M
Susquehanna International Group, LLP 0.01% Add +2768.5% 45,064 $8.6M
State Street Corp. 0.00% Reduce -1.3% 41,445 $7.9M
New York State Common Retirement Fund 0.01% No change 39,570 $7.6M
US Bancorp \de 0.01% Add +0.9% 39,266 $7.5M
Foster & Motley Inc. 0.40% Reduce -1.7% 38,988 $7.5M
Sei Investments Co. 0.01% Add +5.0% 37,398 $7.1M
Cwm, LLC 0.02% Add +5.7% 37,214 $7.1M
Osaic Holdings, Inc. 0.01% Add +27.8% 36,184 $6.9M
HighTower Advisors, LLC 0.01% Add +5.3% 34,293 $6.6M
Generali Investments CEE, investicni spolecnost, a.s. 0.48% Add +0.5% 33,320 $6.4M
Neuberger Berman Group LLC 0.00% Add +22.3% 33,190 $6.3M
Vident Advisory, LLC 0.06% Reduce -3.9% 32,901 $6.3M
Bank of Montreal 0.00% Add +11.8% 32,638 $6.2M
LMR Partners LLP 0.12% New 32,570 $6.2M
AQR Capital Management 0.00% Add +77.2% 31,397 $6.0M
Cerity Partners LLC 0.01% Add +5.0% 30,208 $5.8M
Strategic Wealth Partners, Ltd. 0.43% Add +15023.1% 30,095 $5.8M
American Assets Investment Management, LLC 0.42% No change 30,000 $5.7M
Corient Private Wealth LP 0.01% Add +19.1% 28,648 $5.5M
Quadrant Capital Group LLC 0.18% Reduce -9.5% 28,627 $5.5M
PNC Financial Services Group, Inc. 0.00% Reduce -1.2% 27,672 $5.3M
Qube Research & Technologies Ltd 0.01% Reduce -23.4% 27,592 $5.3M
Massachusetts Financial Services Co. 0.00% Add +4.3% 27,239 $5.2M
Factory Mutual Insurance Co. 0.05% New 26,698 $5.1M
Oppenheimer Asset Management Inc. 0.05% Add +0.7% 26,118 $5.0M
Inspire Trust Co, N.A. 0.87% No change 25,000 $4.8M
Laird Norton Wetherby Wealth Management, LLC 0.19% Reduce -3.6% 24,821 $4.7M
Silvercrest Asset Management Group LLC 0.03% Add +0.3% 24,557 $4.7M
Naviter Wealth, LLC 0.54% Add +2.4% 24,451 $4.7M
IFG Advisory, LLC 0.21% Add +5.7% 24,348 $4.7M
Cardinal Capital Management 0.64% Add +1.4% 24,088 $4.6M
Pathstone Holdings, LLC 0.02% Add +4.9% 23,782 $4.5M
Gabelli Funds LLC 0.03% Add +28.8% 23,500 $4.5M
Commonwealth Equity Services, LLC 0.01% Add +1.9% 23,402 $4.5M
MML Investors Services, LLC 0.01% Add +10.9% 21,564 $4.1M
Cubist Systematic Strategies, LLC 0.06% Add +36.0% 21,222 $4.1M
Verition Fund Management LLC 0.02% Reduce -67.8% 21,205 $4.1M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -0.2% 20,867 $4.0M
Forum Financial Management, LP 0.05% Add +0.1% 20,477 $3.9M
Northwest Bancshares, Inc. 0.65% Add +0.1% 20,440 $3.9M
Signaturefd, LLC 0.06% Reduce -0.3% 19,802 $3.8M
Point72 Asset Management 0.01% Reduce -84.5% 19,602 $3.7M
Ethic Inc. 0.06% Add +10.0% 19,575 $3.7M
Bearing Point Capital, LLC 0.64% Reduce -1.5% 19,512 $3.7M
Federated Hermes, Inc. 0.01% Add +22450.6% 19,168 $3.7M
Moran Wealth Management, LLC 0.11% Add +6.8% 19,109 $3.7M
Park Avenue Securities LLC 0.03% New 19,023 $3.6M
Orion Porfolio Solutions, LLC 0.03% Reduce -0.2% 17,696 $3.4M
Gold Investment Management Ltd. 1.12% Add +3.0% 17,479 $3.3M
Nuveen, LLC 0.00% Reduce -18.7% 17,202 $3.3M
Callan Family Office, LLC 0.10% Reduce -12.2% 16,686 $3.2M
Rockefeller Capital Management L.P. 0.01% Reduce -2.6% 16,627 $3.2M
apricus wealth, LLC 1.71% Add +1.5% 16,624 $3.2M
Ieq Capital, LLC 0.01% Add +94.9% 16,069 $3.1M
Greenfield Seitz Capital Management, LLC 0.97% Reduce -3.5% 15,788 $3.0M
Twin Tree Management, LP 0.14% Reduce -74.1% 15,281 $2.9M
National Bank of Canada 0.00% Reduce -37.6% 15,240 $2.9M
M&T Bank Corp 0.01% Add +7.0% 14,767 $2.8M
Anderson Hoagland & Co. 0.25% Reduce -0.3% 14,615 $2.8M
Citigroup Inc. 0.00% Reduce -46.1% 14,343 $2.7M
Vise Technologies, Inc. 0.10% Add +2.7% 14,261 $2.7M
Russell Investments Group, Ltd. 0.00% Add +30.8% 14,186 $2.7M
LSV Asset Management 0.01% Reduce -14.1% 14,170 $2.7M
&partners 0.02% Add +15.7% 14,025 $2.7M
Evergreen Capital Management LLC 0.06% Add +41.7% 13,537 $2.6M
Principal Securities, Inc. 0.04% Add +18.1% 13,119 $2.5M
Rhumbline Advisers 0.00% Reduce -9.1% 13,045 $2.5M
Pittenger & Anderson Inc. 0.09% No change 13,000 $2.5M
Assetmark, Inc. 0.01% Add +5.2% 12,681 $2.4M
Cibc World Market Inc. 0.00% Add +1.8% 11,944 $2.3M
Ritholtz Wealth Management 0.04% Reduce -25.1% 11,861 $2.3M
Citadel Advisors 0.00% Reduce -76.1% 11,577 $2.2M
Federation des caisses Desjardins du Quebec 0.01% Add +14.0% 11,535 $2.2M
Raelipskie Partnership 0.94% No change 11,447 $2.2M
Eagle Global Advisors LLC 0.08% Reduce -0.1% 11,292 $2.2M
IMC-Chicago, LLC 0.04% New 11,142 $2.1M
Robinson Value Management, Ltd. 1.23% Add +1.1% 11,123 $2.1M
Ellsworth Advisors, LLC 0.45% Add +5.5% 10,897 $2.1M
Arrowstreet Capital, Limited Partnership 0.00% New 10,594 $2.0M
Americana Partners, LLC 0.06% Add +1.7% 10,495 $2.0M
Koss-Olinger Consulting, LLC 0.16% No change 11,461 $2.0M
Integrated Quantitative Investments LLC 0.56% No change 10,300 $2.0M
Walleye Capital LLC 0.02% Reduce -72.8% 10,100 $1.9M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -1.8% 10,046 $1.9M
Sequoia Financial Advisors, LLC 0.01% Add +6.4% 9,940 $1.9M
Truist Financial Corp. 0.00% Add +11.1% 9,599 $1.8M
Jones Financial Companies LLLP 0.00% Add +9.3% 9,137 $1.8M
Group One Trading LLC 0.05% Reduce -18.3% 9,385 $1.8M
Scotia Capital Inc. 0.01% Add +1.7% 9,383 $1.8M
Compound Planning, Inc. 0.06% Add +13.0% 9,360 $1.8M
Checchi Capital Advisers, LLC 0.12% Reduce -0.6% 9,319 $1.8M
Sanctuary Advisors, LLC 0.01% Add +6.0% 9,282 $1.8M
Lester Murray Antman dba SimplyRich 0.48% Reduce -0.0% 9,243 $1.8M
Alaethes Wealth, LLC 0.50% Add +1.2% 9,178 $1.8M
Ballentine Partners, LLC 0.02% Reduce -9.2% 8,854 $1.7M
Level Four Advisory Services, LLC 0.06% Add +5.7% 8,764 $1.7M
Yousif Capital Management, LLC 0.02% Reduce -9.6% 8,641 $1.7M
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.4% 8,497 $1.6M
GFS Advisors, LLC 0.20% Add +6.6% 8,185 $1.6M
Grey Ledge Advisors, LLC 0.35% New 8,145 $1.6M
Janney Montgomery Scott LLC 0.00% Add +11.0% 8,134 $1.6M
Northwestern Mutual Wealth Management Co. 0.00% Add +8.1% 8,081 $1.5M
Barclays PLC 0.00% Add +67.8% 7,990 $1.5M
F/m Investments LLC 0.06% Reduce -2.0% 7,789 $1.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -10.8% 7,771 $1.5M
Lokken Investment Group LLC 0.51% Add +0.4% 7,755 $1.5M
Public Employees Retirement System of Ohio 0.00% New 7,709 $1.5M
Aaron Wealth Advisors LLC 0.09% Reduce -5.0% 7,700 $1.5M
Kestra Advisory Services, LLC 0.01% Reduce -4.8% 7,481 $1.4M
Focus Partners Wealth 0.00% Add +12.5% 7,441 $1.4M
Cascade Financial Partners, LLC 0.16% No change 7,430 $1.4M
Legacy Wealth Asset Management, LLC 0.34% Add +0.7% 7,261 $1.4M
HHM Wealth Advisors, LLC 0.16% Add +3.7% 7,205 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +8.4% 6,843 $1.4M
Greenleaf Trust 0.01% Reduce -1.9% 7,125 $1.4M
Jane Street Group, LLC 0.00% New 7,086 $1.4M
Caprock Group, LLC 0.03% — 6,800 $1.3M
Henry James International Management Inc. 0.40% Reduce -5.5% 6,911 $1.3M
Campbell & CO Investment Adviser LLC 0.10% New 6,886 $1.3M
Choreo, LLC 0.02% Add +2.7% 6,777 $1.3M
Dorsey & Whitney Trust CO LLC 0.07% Add +14.3% 6,629 $1.3M
Invst, LLC 0.14% Reduce -1.6% 6,535 $1.2M
SWP Investment Management LLC 1.21% New 6,450 $1.2M
Community Bank & Trust, Waco, Texas 0.25% Add +1.8% 6,292 $1.2M
Tocqueville Asset Management L.P. 0.02% No change 6,200 $1.2M
Ativo Capital Management LLC 0.99% Reduce -2.9% 6,125 $1.2M
United Capital Financial Advisors, LLC 0.01% Reduce -2.2% 6,079 $1.2M
Lockheed Martin Investment Management Co. 0.04% Reduce -7.5% 6,050 $1.2M
NewEdge Advisors, LLC 0.01% Reduce -32.2% 5,954 $1.1M
Gradient Investments LLC 0.02% Add +71.3% 5,891 $1.1M
Mitchell & Pahl Private Wealth, LLC 0.47% Add +0.2% 5,878 $1.1M
Integrated Wealth Concepts LLC 0.01% Add +1.6% 5,766 $1.1M
Baird Financial Group, Inc. 0.00% Add +102.4% 5,756 $1.1M
Marshall Wace, LLP 0.00% Add +14.5% 5,745 $1.1M
Meridian Investment Counsel Inc. 0.27% Reduce -3.0% 5,713 $1.1M
Millennium Management 0.00% Reduce -88.7% 5,683 $1.1M
Hudson Portfolio Management LLC 0.92% Reduce -0.9% 5,405 $1.0M
Smartleaf Asset Management LLC 0.06% Add +19.0% 5,183 $1.0M
Legacy Financial Advisors, Inc. 0.14% New 5,268 $1.0M
Hantz Financial Services, Inc. 0.02% Add +332.7% 5,231 $1.0M
Jain Global LLC 0.01% Add +121.7% 5,232 $1000K
Syon Capital LLC 0.05% Add +17.2% 5,157 $985K
HighPoint Advisor Group LLC 0.05% Add +5.2% 5,131 $980K
Blue Trust, Inc. 0.01% Add +3.3% 5,077 $970K
Kestra Private Wealth Services, LLC 0.01% Add +218.1% 5,077 $970K
Blueshift Asset Management, LLC 0.30% Reduce -34.7% 5,018 $959K
Regions Financial Corp. 0.01% Add +195.6% 5,005 $956K
Spirepoint Private Client, LLC 0.10% Reduce -0.3% 5,000 $955K
AlphaCore Capital LLC 0.03% Add +481.0% 4,985 $953K
Glenmede Investment Management, LP 0.00% Reduce -3.4% 4,863 $929K
Bailard, Inc. 0.02% Reduce -7.6% 4,820 $921K
Physicians Financial Services, Inc. 0.25% No change 4,797 $917K
Salem Investment Counselors Inc. 0.03% No change 4,662 $905K
True North Advisors, LLC 0.14% Reduce -45.0% 4,731 $904K
Private Advisor Group, LLC 0.00% Reduce -7.3% 4,655 $889K
Nisa Investment Advisors, LLC 0.00% No change 4,570 $873K
Apollon Wealth Management, LLC 0.02% Add +5.2% 4,540 $868K
CKW Financial Group 0.09% No change 4,521 $867K
BigSur Wealth Management LLC 0.21% No change 4,470 $854K
Total Clarity Wealth Management, Inc. 0.23% Add +47.9% 4,434 $847K
IPG Investment Advisors LLC 0.15% New 4,409 $843K
Apexium Financial, LP 0.04% Reduce -0.1% 4,408 $842K
Virtu Financial LLC 0.05% Reduce -52.1% 4,353 $832K
Sender Co & Partners, Inc. 0.32% Reduce -9.3% 4,319 $825K
Tower Research Capital LLC (TRC) 0.02% Add +4426.3% 4,300 $822K
Axxcess Wealth Management, LLC 0.02% Add +13.1% 4,298 $821K
Parallel Advisors, LLC 0.01% Add +2.2% 4,236 $810K
Moneta Group Investment Advisors LLC 0.01% Add +1.4% 4,211 $805K
West Family Investments, Inc. 0.18% Reduce -7.5% 4,209 $804K
TD Waterhouse Canada Inc. 0.01% Reduce -8.6% 4,181 $803K
Bank of Stockton 0.23% Add +15.5% 4,187 $800K
HRT Financial LP 0.00% Reduce -30.9% 4,125 $788K
Investment Research Partners LLC 0.35% — 3,798 $787K
First Affirmative Financial Network 0.37% Add +24.6% 4,079 $779K
J.W. Cole Advisors, Inc. 0.01% Reduce -1.2% 4,076 $779K
Valeo Financial Advisors, LLC 0.02% Add +6.3% 4,061 $776K
Xponance LLC 0.01% Add +15.8% 3,993 $763K
Intrust Bank NA 0.06% Reduce -8.5% 3,976 $760K
PDS Planning, Inc 0.05% Add +13.5% 3,901 $745K
Flputnam Investment Management Co. 0.01% Add +22.2% 3,879 $741K
Sage Rhino Capital LLC 0.14% Reduce -0.3% 3,837 $733K
Montecito Bank & Trust 0.11% — 3,776 $722K
Lido Advisors, LLC 0.00% Add +30.7% 3,727 $712K
Bridgewater Advisors Inc. 0.05% Add +6.3% 3,484 $707K
Five Oceans Advisors 0.26% No change 3,670 $701K
Grandview Asset Management LLC 0.20% No change 3,663 $700K
Brooklyn Investment Group 0.09% Add +0.9% 3,973 $698K
Pitcairn Co. 0.05% Reduce -16.3% 3,623 $692K
Prospera Financial Services Inc 0.01% Reduce -0.9% 3,611 $690K
Versant Capital Management, Inc 0.09% Add +17.0% 3,606 $689K
HB Wealth Management, LLC 0.00% Add +44.9% 3,603 $689K
Allworth Financial LP 0.00% Add +7.1% 3,603 $688K
Legacy Bridge, LLC 0.29% Reduce -3.4% 3,598 $688K
Harbour Capital Advisors, LLC 0.14% Add +45.7% 3,382 $676K
Linden Thomas Advisory Services, LLC 0.07% Add +8.2% 3,437 $657K
Coldstream Capital Management Inc. 0.01% Add +10.6% 3,424 $654K
Brian Low Financial Group, LLC 0.50% New 3,397 $649K
Entropy Technologies, LP 0.05% New 3,390 $648K
Clear Harbor Asset Management, LLC 0.05% Reduce -0.1% 3,360 $642K
HBW Advisory Services LLC 0.07% Add +42.6% 3,322 $635K
Steward Partners Investment Advisory, LLC 0.00% Add +1.4% 3,205 $612K
Sagespring Wealth Partners, LLC 0.01% Add +4.5% 3,155 $603K
Commerce Bank 0.00% Add +2.4% 3,131 $598K
D.A. Davidson & Co. 0.00% Add +21.1% 3,119 $596K
Independent Advisor Alliance 0.02% Reduce -7.4% 3,112 $595K
Diligent Investors, LLC 0.15% Reduce -3.1% 3,084 $589K
Frank, Rimerman Advisors LLC 0.04% Reduce -44.0% 3,034 $580K
EverSource Wealth Advisors, LLC 0.02% Add +10.2% 3,021 $577K
Plan A Wealth LLC 0.29% Add +9.9% 3,016 $576K
Alexander Labrunerie & Co., Inc. 0.22% Reduce -3.2% 3,014 $576K
Corient IA LP 0.43% No change 3,000 $573K
Cordatus Wealth Management LLC 0.13% Add +0.3% 2,959 $565K
Beacon Pointe Advisors, LLC 0.00% Reduce -9.1% 2,883 $551K
GAMMA Investing LLC 0.03% Add +19.6% 2,876 $550K
Rexford Capital Inc. 0.42% Reduce -1.7% 2,861 $547K
BNP Paribas Financial Markets 0.00% Reduce -19.0% 2,855 $546K
Optas, LLC 0.09% Add +13.0% 2,849 $544K
Atria Investments, Inc 0.01% Add +2.3% 2,830 $541K
Gallacher Capital Management LLC 0.21% Add +36.5% 2,815 $538K
TD Private Client Wealth LLC 0.01% Add +7.1% 2,762 $528K
Dynamic Advisor Solutions LLC 0.02% Reduce -0.2% 2,757 $527K
Arkadios Wealth Advisors 0.01% Reduce -2.7% 2,697 $515K
Brighton Jones LLC 0.01% Add +1.7% 2,682 $513K
Keybank National Association 0.00% Add +14.9% 2,659 $508K
Patriot Financial Group Insurance Agency, LLC 0.06% Add +0.1% 2,646 $506K
Merit Financial Group, LLC 0.00% Add +5.9% 2,619 $500K
Mission Wealth Management, LP 0.01% Add +0.5% 2,593 $495K
Lodestone Wealth Management LLC 0.22% Add +2.3% 2,590 $495K
Abundance Wealth Counselors 0.08% Reduce -16.7% 2,586 $494K
Envestnet Portfolio Solutions, Inc. 0.00% Add +10.1% 2,529 $483K
Lee Danner & Bass Inc. 0.04% No change 2,517 $481K
Ascent Group, LLC 0.02% Add +63.5% 2,516 $481K
Sowell Financial Services LLC 0.02% Add +18.8% 2,493 $476K
River Wealth Advisors LLC 0.06% Reduce -5.3% 2,492 $476K
Graham Capital Management, L.P. 0.03% New 2,488 $475K
Prime Capital Investment Advisors, LLC 0.01% Add +1.0% 2,463 $471K
Cary Street Partners Financial LLC 0.01% Reduce -16.8% 2,461 $470K
J. Team Financial, Inc. 0.48% — 2,460 $470K
Voloridge Investment Management, LLC 0.00% New 2,402 $459K
Wedmont Private Capital 0.02% Reduce -1.1% 2,238 $447K
Sivia Capital Partners, LLC 0.13% Reduce -0.8% 2,324 $444K
Savant Capital, LLC 0.00% Reduce -14.6% 2,318 $443K
Brucke Financial, Inc. 0.26% New 2,136 $436K
Arax Advisory Partners 0.01% Add +1282.2% 2,253 $431K
Campion Asset Management 0.31% Reduce -3.6% 2,252 $430K
Westover Capital Advisors, LLC 0.08% No change 2,245 $429K
Global Retirement Partners, LLC 0.01% Add +65.0% 2,232 $427K
Henshaw Capital LLC 0.02% Add +11.5% 2,224 $425K
Cetera Trust Company, N.A 0.24% No change 2,215 $423K
MAI Capital Management 0.00% Reduce -20.7% 2,202 $421K
Tiaa Trust, National Association 0.00% Reduce -0.8% 2,187 $418K
Capital Analysts, LLC 0.01% Add +1.8% 2,180 $416K
Fort Sheridan Advisors LLC 0.05% Add +3.2% 2,174 $415K
DAVENPORT & Co LLC 0.00% Add +24.1% 2,152 $411K
SIH Partners, LLLP 0.04% New 2,141 $409K
Nilsine Partners, LLC 0.04% Add +20.7% 2,139 $409K
Argonautica Private Wealth Management, Inc. 0.12% Add +2.9% 2,136 $408K
Clarius Group, LLC 0.02% Reduce -10.2% 2,122 $405K
DeDora Capital, Inc. 0.10% No change 2,096 $401K
Mutual Advisors, LLC 0.01% Reduce -14.6% 1,956 $399K
May Hill Capital, LLC 0.12% Reduce -8.5% 2,079 $397K
J2 Capital Management Inc 0.30% Reduce -1.2% 2,075 $397K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +13.7% 2,026 $387K
Cresset Asset Management, LLC 0.00% Add +4.6% 1,993 $387K
Vista Investment Management 0.13% Reduce -0.7% 2,020 $386K
Kathmere Capital Management, LLC 0.03% Add +23.1% 2,020 $386K
Farther Finance Advisors, LLC 0.01% Add +11.1% 2,006 $383K
AXA Investment Managers S.A. 0.00% — 1,998 $382K
Cromwell Holdings LLC 0.20% Reduce -2.6% 1,983 $379K
Rosenberg Matthew Hamilton 0.08% Add +1.7% 1,886 $360K
Keeler Thomas Management LLC 0.16% No change 1,874 $358K
Nicholas Hoffman & Company, LLC. 0.01% Add +3.5% 1,852 $354K
Berger Financial Group, Inc 0.02% No change 1,836 $351K
Beverly Hills Private Wealth, LLC 0.06% Add +40.7% 1,833 $350K
PKS Advisory Services, LLC 0.08% No change 1,805 $345K
Kingsview Wealth Management, LLC 0.01% Add +16.4% 1,753 $335K
Concurrent Investment Advisors, LLC 0.01% Reduce -4.6% 1,728 $330K
Choate Investment Advisors 0.01% Reduce -61.5% 1,719 $328K
Simplex Trading, LLC 0.01% New 1,717 $328K
American Trust Investment Advisors, LLC 0.17% No change 1,710 $327K
Traveka Wealth, LLC 0.15% Reduce -4.7% 1,709 $327K
Graybill Wealth Management, LTD. 0.10% No change 1,706 $326K
Dakota Wealth Management 0.01% Reduce -21.4% 1,669 $319K
DGS Capital Management, LLC 0.06% Reduce -4.4% 1,665 $318K
Summit Trail Advisors, LLC 0.00% Add +21.3% 1,664 $318K
Dynasty Wealth Management, LLC 0.00% New 1,662 $318K
TD Asset Management Inc 0.00% Add +2.0% 1,662 $318K
First Horizon Corp. 0.01% — 1,650 $315K
Aptus Capital Advisors, LLC 0.00% Add +0.9% 1,642 $314K
Parr McKnight Wealth Management Group, LLC 0.04% Add +0.9% 1,632 $312K
Pure Financial Advisors, LLC 0.01% Add +5.6% 1,632 $312K
Tectonic Advisors LLC 0.02% No change 1,631 $312K
Fiduciary Trust Co 0.00% Add +12.2% 1,628 $311K
Bard Financial Services, Inc. 0.03% No change 1,625 $311K
CIBC Private Wealth Group LLC 0.00% Add +0.8% 1,615 $309K
Avior Wealth Management, LLC 0.01% Reduce -2.3% 1,603 $306K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 1,599 $306K
180 Wealth Advisors, LLC 0.04% Reduce -14.5% 1,593 $304K
Abel Hall, LLC 0.12% Add +11.0% 1,589 $304K
Trust Point Inc. 0.02% Reduce -0.4% 1,579 $302K
Stephens Inc. 0.00% Add +7.0% 1,575 $301K
U.S. Capital Wealth Advisors, LLC 0.01% Add +4.4% 1,558 $298K
Summit Global Investments 0.02% New 1,551 $296K
Bradley Foster & Sargent Inc. 0.00% Reduce -43.5% 1,548 $296K
Bayforest Capital Ltd 0.14% Add +81.9% 1,528 $292K
Successful Portfolios LLC 0.17% No change 1,520 $290K
Oppenheimer & Co. Inc. 0.00% Add +28.5% 1,516 $290K
NorthCoast Asset Management LLC 0.00% Add +6.9% 1,482 $283K
Florida Trust Wealth Management Co 0.01% No change 1,456 $278K
Riversedge Advisors, LLC 0.05% Add +20.0% 1,450 $277K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -0.3% 1,445 $276K
Mgo One Seven LLC 0.01% Add +3.8% 1,444 $276K
Wolverine Trading, LLC 0.01% New 1,404 $276K
Norway Savings Bank 0.13% Reduce -1.4% 1,438 $275K
Rehmann Capital Advisory Group 0.01% Reduce -13.0% 1,423 $273K
Blair William & Co. 0.00% Add +0.2% 1,430 $273K
KOM Wealth Management Group, LLC 0.21% Reduce -8.9% 1,426 $273K
Wedbush Securities Inc. 0.01% New 1,416 $271K
PFG Investments, LLC 0.01% Reduce -9.2% 1,402 $268K
Hourglass Capital, LLC 0.06% No change 1,400 $268K
Seven Mile Advisory 0.04% Add +4.1% 1,400 $268K
Drive Wealth Management, LLC 0.06% Reduce -12.7% 1,395 $267K
Landscape Capital Management, L.L.C. 0.02% New 1,394 $266K
Csenge Advisory Group 0.01% Add +22.6% 1,384 $265K
Manske Wealth Management 0.08% Add +12.3% 1,383 $264K
Keel Point, LLC 0.02% Reduce -7.3% 1,378 $263K
Auxier Asset Management LLC 0.04% No change 1,374 $263K
Fiera Capital Corp 0.00% New 1,368 $261K
Red Mountain Financial, LLC 0.26% No change 1,364 $261K
AlTi Global, Inc. 0.01% No change 1,354 $259K
Sigma Planning Corp 0.01% Add +0.5% 1,348 $258K
VanderPol Investments L.L.C. 0.50% Reduce -16.7% 1,251 $257K
Focus Partners Advisor Solutions, LLC 0.00% New 1,284 $255K
American Money Management, LLC 0.04% No change 1,327 $254K
Laraway Financial Advisors Inc 0.17% No change 1,300 $248K
Foster Victor Wealth Advisors, LLC 0.02% New 1,272 $248K
Canopy Partners, LLC 0.08% New 1,294 $247K
Stratos Wealth Partners, LTD. 0.00% New 1,291 $247K
Heritage Wealth Management, Inc. 0.07% Add +1.3% 1,285 $246K
Capital Advisors Inc. 0.00% Add +0.8% 1,281 $245K
Silvia McColl Wealth Management, LLC 0.16% No change 1,275 $244K
Etesian Wealth Advisors, Inc. 0.08% Reduce -37.5% 1,273 $243K
Hardy Reed LLC 0.02% New 1,267 $242K
Empowered Funds, LLC 0.00% Reduce -46.0% 1,267 $242K
World Investment Advisors 0.00% New 1,263 $241K
Klingman & Associates, LLC 0.01% New 1,255 $240K
Brown Advisory Inc. 0.00% Reduce -18.4% 1,246 $238K
Cahill Financial Advisors Inc. 0.03% No change 1,233 $236K
Two Sigma Securities, LLC 0.03% New 1,232 $235K
a16z Perennial Management, L.P. 0.02% New 1,226 $234K
Meridian Wealth Management, LLC 0.01% New 1,205 $230K
Aprio Wealth Management, LLC 0.02% New 1,204 $230K
Waverly Advisors, LLC 0.00% Reduce -13.1% 1,196 $228K
Invesco Ltd. 0.00% Reduce -0.3% 1,188 $227K
New Republic Capital, LLC 0.07% New 1,183 $226K
Perigon Wealth Management, LLC 0.00% Add +0.8% 1,183 $226K
Schroder Investment Management Group 0.00% Reduce -9.8% 1,161 $225K
Advisors Capital Management, LLC 0.00% New 1,165 $223K
Leonteq Securities AG 0.01% Reduce -63.7% 1,155 $221K
HBK Sorce Advisory LLC 0.01% Reduce -7.1% 1,122 $218K
Legacy Trust 0.04% New 1,140 $218K
Composition Wealth, LLC 0.00% New 1,126 $215K
SevenBridge Financial Group, LLC 0.04% No change 1,036 $215K
Scientech Research LLC 0.07% Reduce -42.3% 1,124 $215K
Legacy Advisors, LLC 0.03% — 1,118 $214K
Stonegate Investment Group, LLC 0.01% Reduce -21.2% 1,116 $213K
Capital Advisors Wealth Management, LLC 0.03% New 1,115 $213K
Ground Swell Capital, LLC 0.46% New 1,102 $211K
Penobscot Investment Management Company, Inc. 0.02% New 1,102 $211K
Sharp Wealth Advisory, LLC 0.11% New 1,100 $210K
SOL Capital Management CO 0.02% New 1,100 $210K
Stratos Wealth Advisors, LLC 0.01% New 1,093 $209K
Snowden Capital Advisors LLC 0.01% New 1,090 $208K
Peapack Gladstone Financial Corp. 0.00% Reduce -20.0% 1,084 $207K
Net Worth Advisory Group 0.06% New 1,075 $205K
OneDigital Investment Advisors LLC 0.00% New 1,067 $204K
Wellington Shields Capital Management, LLC 0.03% New 1,066 $204K
Inscription Capital, LLC 0.02% New 1,058 $202K
Sfmg, LLC 0.01% New 1,056 $202K
Shelton Capital Management 0.00% New 1,050 $201K
Capital Investment Counsel, Inc 0.02% New 1,047 $200K
Evoke Wealth, LLC 0.00% New 1,046 $200K
Transamerica Financial Advisors, LLC 0.02% Add +70.2% 1,033 $198K
Summit Securities Group LLC 0.06% New 1,025 $196K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 1,000 $191K
Advisory Services Network, LLC 0.00% Reduce -68.8% 981 $187K
Rothschild Investment LLC 0.01% Reduce -20.5% 927 $177K
CENTRAL TRUST Co 0.00% Reduce -0.1% 921 $176K
Huntington National Bank 0.00% Add +0.9% 919 $176K
Sound Income Strategies, LLC 0.01% Reduce -6.0% 901 $173K
Fifth Third Bancorp 0.00% Reduce -44.0% 898 $172K
Spire Wealth Management 0.01% Reduce -19.3% 804 $154K
Hazlett, Burt & Watson, Inc. 0.05% Add +48.9% 761 $148K
UMB Bank, n.a. 0.00% Reduce -1.9% 731 $140K
Pflug Koory, LLC 0.06% No change 700 $134K
Heartwood Wealth Advisors LLC 0.01% New 700 $134K
Harbour Investments, Inc. 0.00% Add +14.0% 693 $132K
Wealthspire Advisors, LLC 0.00% New 687 $131K
FNY Investment Advisers, LLC 0.04% Reduce -7.3% 682 $130K
Cary Street Partners Investment Advisory LLC 0.05% Add +50.3% 678 $130K
Cullen/Frost Bankers, Inc. 0.00% Add +46.1% 665 $127K
Paradigm Asset Management Co. LLC 0.03% No change 655 $125K
Advisors Asset Management, Inc. 0.00% Reduce -44.8% 648 $124K
Provenance Wealth Advisors, LLC 0.02% No change 614 $117K
Community Bank, N.A. 0.01% No change 600 $115K
Ameritas Advisory Services, LLC 0.01% Reduce -16.4% 600 $115K
Optimum Investment Advisors 0.04% No change 550 $105K
Millstone Evans Group, LLC 0.07% No change 547 $105K
North Star Investment Management Corp. 0.01% Add +0.6% 542 $104K
Bruce G. Allen Investments, LLC 0.07% Reduce -20.0% 509 $97K
Hilltop National Bank 0.02% No change 507 $97K
Greykasell Wealth Strategies, Inc. 0.04% No change 502 $96K
MeadowBrook Investment Advisors LLC 0.08% No change 4,845 $93K
HM Payson & Co. 0.00% Add +18.4% 488 $93K
Addison Advisors LLC 0.02% Add +10.0% 472 $90K
Deutsche Bank AG 0.00% Reduce -42.3% 462 $88K
CoreFirst Bank & Trust 0.05% No change 438 $84K
Westside Investment Management, Inc. 0.01% Add +25.9% 428 $82K
Costello Asset Management, INC 0.03% Reduce -10.6% 420 $80K
Bessemer Group Inc. 0.00% Add +73.8% 417 $80K
BankPlus Trust Department 0.02% Add +33.3% 400 $76K
Trust Co. of Toledo NA 0.01% No change 400 $76K
BNP Paribas 0.00% No change 400 $76K
SouthState Bank Corp 0.00% No change 389 $74K
Financial Management Professionals, Inc. 0.01% Reduce -1.9% 372 $71K
CoreCap Advisors, LLC 0.00% Add +0.8% 364 $70K
GPS Wealth Strategies Group, LLC 0.01% No change 364 $70K
Geneos Wealth Management Inc. 0.00% Reduce -66.0% 353 $67K
Golden State Wealth Management, LLC 0.01% No change 349 $67K
Bogart Wealth, LLC 0.00% No change 336 $64K
Salomon & Ludwin, LLC 0.01% Add +2616.7% 326 $63K
Asset Dedication, LLC 0.00% Reduce -1.8% 331 $63K
Parkside Financial Bank & Trust 0.00% Add +29.4% 330 $63K
Atlantic Union Bankshares Corp 0.00% Add +3500.0% 324 $62K
SOA Wealth Advisors, LLC. 0.01% No change 312 $60K
Richardson Financial Services Inc. 0.03% Add +134.4% 286 $55K
Longview Financial Advisors LLC 0.03% No change 280 $54K
Ascentis Wealth Management, LLC 0.01% No change 267 $51K
Bangor Savings Bank 0.00% Add +27.8% 267 $51K
Financial Perspectives, Inc 0.01% No change 267 $51K
Palisade Asset Management, LLC 0.00% New 254 $49K
Independence Bank of Kentucky 0.01% No change 250 $48K
Compagnie Lombard Odier SCmA 0.00% No change 250 $48K
JFS Wealth Advisors, LLC 0.00% No change 241 $46K
Clearstead Advisors, LLC 0.00% No change 230 $44K
Estabrook Capital Management 0.01% No change 220 $42K
First Pacific Financial 0.01% Reduce -37.4% 218 $42K
Montag A & Associates Inc. 0.00% Add +9.0% 218 $42K
Roxbury Financial LLC 0.04% No change 218 $42K
Concord Wealth Partners 0.01% No change 203 $39K
Private Trust Co. NA 0.00% Add +31.7% 187 $36K
Trust Co. of Vermont 0.00% No change 185 $35K
Key Financial Inc 0.01% No change 170 $33K
Oakworth Capital, Inc. 0.00% No change 167 $32K
Parvin Asset Management, LLC 0.03% No change 163 $31K
Lanark Financial, Inc. 0.00% Add +290.2% 160 $31K
NFSG Corp 0.00% No change 143 $27K
Fairscale Capital, LLC 0.02% No change 142 $27K
Boyd Watterson Asset Management LLC 0.01% Reduce -17.1% 141 $27K
Grove Bank & Trust 0.00% No change 140 $27K
IFP Advisors, Inc 0.00% Reduce -22.0% 138 $26K
Root Financial Partners, LLC 0.00% New 136 $26K
Bank of New Hampshire 0.01% No change 135 $26K
Tsfg, LLC 0.00% No change 132 $25K
GW&K Investment Management, LLC 0.00% No change 133 $25K
Coastline Trust Co 0.00% No change 129 $25K
Robinswood Financial LLC 0.01% No change 127 $24K
Physician Wealth Advisors, Inc. 0.00% Add +21.1% 126 $24K
Ancora Advisors LLC 0.00% No change 125 $24K
Binnacle Investments Inc 0.01% Add +61.3% 121 $23K
Pathway Financial Advisers, LLC 0.01% New 120 $23K
Essential Partners LLC 0.01% New 119 $23K
Caldwell Sutter Capital, Inc. 0.01% Add +4.5% 116 $22K
CX Institutional 0.00% Add +2200.0% 115 $22K
Bell Investment Advisors, Inc 0.00% Reduce -14.4% 113 $22K
Zions Bancorporation, National Association 0.00% Add +2.7% 113 $22K
True Wealth Design, LLC 0.01% New 110 $21K
Wilmington Savings Fund Society, FSB 0.00% Reduce -88.7% 110 $21K
Retirement Wealth Solutions LLC 0.01% Add +38.0% 109 $21K
McIlrath & Eck, LLC 0.00% No change 108 $21K
Clarity Asset Management, Inc. 0.01% No change 103 $20K
Tacita Capital Inc 0.01% No change 100 $19K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 100 $19K
Lowe Wealth Advisors, LLC 0.01% No change 100 $19K
City State Bank 0.01% No change 100 $19K
Caldwell Trust Co 0.00% Reduce -76.5% 100 $19K
NBT Bank, N.A. 0.00% Reduce -92.4% 90 $17K
Albion Financial Group 0.00% No change 89 $17K
CVA Family Office, LLC 0.00% No change 87 $17K
Accent Capital Management, LLC 0.01% No change 85 $16K
Park Square Financial Group, LLC 0.07% Reduce -4.7% 82 $16K
Nova Wealth Management, Inc. 0.01% No change 82 $16K
Highline Wealth Partners LLC 0.00% Reduce -47.3% 79 $15K
Financial Consulate, Inc. 0.00% New 77 $15K
Union Bancaire Privee, UBP SA 0.00% No change 74 $15K
Harbor Investment Advisory, LLC 0.00% No change 75 $14K
Bare Financial Services, Inc 0.00% Add +56.1% 64 $12K
Mather Group, Llc. 0.00% New 63 $12K
Strengthening Families & Communities, LLC 0.00% New 67 $12K
Prestige Wealth Management Group LLC 0.00% No change 61 $12K
Aspect Partners, LLC 0.01% No change 58 $11K
AllSquare Wealth Management LLC 0.01% No change 53 $10K
Nemes Rush Group LLC 0.00% No change 51 $10K
FSA Wealth Management LLC 0.00% No change 50 $10K
Missouri Trust & Investment Co 0.00% No change 50 $10K
Adirondack Trust Co. 0.00% No change 50 $10K
Principia Wealth Advisory, LLC 0.01% Add +172.2% 49 $9K
Westfuller Advisors, LLC 0.00% New 48 $9K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 45 $9K
Silicon Valley Capital Partners 0.00% New 47 $9K
Larson Financial Group LLC 0.00% Add +95.8% 47 $9K
Kelleher Financial Advisors 0.00% New 45 $9K
Morse Asset Management, Inc 0.00% Reduce -18.4% 40 $8K
Davis Capital Management 0.01% — 39 $7K
Creative Capital Management Investments LLC 0.00% No change 39 $7K
JPL Wealth Management, LLC 0.00% New 38 $7K
Truvestments Capital LLC 0.00% No change 37 $7K
Cornerstone Planning Group LLC 0.00% Add +38.0% 127 $7K
Toth Financial Advisory Corp. 0.00% No change 35 $7K
Byrne Asset Management LLC 0.00% Reduce -92.5% 35 $7K
Field & Main Bank 0.00% No change 35 $7K
AdvisorNet Financial, Inc 0.00% Reduce -65.3% 35 $7K
Brown Brothers Harriman & Co. 0.00% Reduce -31.4% 35 $7K
Mark Sheptoff Financial Planning, LLC 0.00% No change 36 $6K
Wolff Wiese Magana LLC 0.00% New 30 $6K
Raffa Wealth Management, LLC 0.00% Add +80.0% 27 $5K
Hopwood Financial Services, Inc. 0.00% No change 26 $5K
Orion Capital Management LLC 0.00% No change 26 $5K
Rossby Financial, LCC 0.00% Add +78.6% 25 $5K
Crews Bank & Trust 0.00% No change 25 $5K
Glen Eagle Advisors, LLC 0.00% No change 25 $5K
Boreal Capital Management LLC 0.00% New 24 $5K
Fortitude Family Office, LLC 0.00% Reduce -52.0% 24 $5K
Stone House Investment Management, LLC 0.00% Add +110.0% 21 $4K
Creative Financial Designs Inc. 0.00% Add +162.5% 21 $4K
Hemington Wealth Management 0.00% No change 23 $4K
WPG Advisers, LLC 0.00% No change 20 $4K
Westend Capital Management, LLC 0.00% New 20 $4K
Country Trust Bank 0.00% No change 20 $4K
LRI Investments, LLC 0.00% Add +11.8% 19 $4K
Private Wealth Asset Management, LLC 0.00% No change 16 $3K
Centerpoint Advisors, LLC 0.00% New 14 $3K
Valley National Advisers Inc. 0.00% No change 17 $3K
Kings Path Partners LLC 0.00% New 15 $3K
HighMark Wealth Management LLC 0.00% No change 14 $3K
Abound Wealth Management 0.00% Add +116.7% 13 $2K
Quest 10 Wealth Builders, Inc. 0.00% New 13 $2K
American Capital Advisory, LLC 0.00% New 12 $2K
Wealth Preservation Advisors, LLC 0.00% No change 12 $2K
Legacy Wealth Managment, LLC 0.00% Reduce -15.4% 11 $2K
St Germain D J Co. Inc. 0.00% Reduce -89.0% 11 $2K
Tradewinds Capital Management, LLC 0.00% No change 10 $2K
Motco 0.00% No change 10 $2K
DecisionPoint Financial, LLC 0.00% New 9 $2K
Perritt Capital Management Inc 0.00% No change 8 $2K
Evermay Wealth Management LLC 0.00% No change 8 $2K
GHP Investment Advisors, Inc. 0.00% No change 8 $2K
Dunhill Financial, LLC 0.00% Add +300.0% 8 $1K
Caitong International Asset Management Co., Ltd 0.00% Reduce -84.4% 7 $1K
Navigoe, LLC 0.00% New 8 $1K
Avion Wealth 0.00% No change 10 $1K
SJS Investment Consulting Inc. 0.00% No change 5 $956
MPWM Advisory Solutions, LLC 0.00% No change 5 $955
Wealth Watch Advisors, INC 0.00% New 5 $955
Brown, Lisle/Cummings, Inc. 0.00% No change 5 $955
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 5 $955
First Command Advisory Services, Inc. 0.00% No change 5 $955
TFC Financial Management, Inc. 0.00% No change 4 $765
Kozak & Associates, Inc. 0.00% No change 4 $726
Bear Mountain Capital, Inc. 0.00% New 3 $606
Global Wealth Strategies & Associates 0.00% New 3 $573
Horizon Investments, LLC 0.00% No change 3 $573
Guerra Advisors Inc 0.00% New 2 $415
Activest Wealth Management 0.00% No change 2 $382
Rise Advisors, LLC 0.00% No change 2 $309
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -96.3% 1 $192
High Note Wealth, LLC 0.00% Reduce -80.0% 1 $191
Grey Fox Wealth Advisors, LLC 0.00% New 1 $191
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.