Toyota Motor Corp. -Spon ADRTM

13F holders, Q2 2026 (June 30)
644holders −56
67new positions
124sold out
8famous investors
$168.44avg. 13F price*

At the end of Q2 2026, 644 institutions reported holding Toyota Motor Corp. -Spon ADR (TM) in their 13F filings, down 56 from Q1 2026. 67 opened new positions and 124 sold out. The largest holders were Fisher Asset Management ($1.2B), Morgan Stanley ($413.8M) and FMR LLC ($232.9M). 8 famous investors held it, including Ken Fisher (0.4% of Fisher Asset Management's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions67$65.6M
Exits124$70.0M

All 13F filers, Q1 2026 → Q2 2026: 2,728,208 shares bought and 2,110,849 shares sold, net +617,359 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 644 holders

Fisher Asset Management 0.36% Add +1.9% 7,202,123 $1.2B
Morgan Stanley 0.02% Add +0.9% 2,456,736 $413.8M
FMR LLC 0.01% Add +33.8% 1,382,580 $232.9M
Goldman Sachs Group Inc. 0.02% Reduce -8.4% 1,123,348 $189.2M
Northern Trust Corp. 0.02% Reduce -5.1% 1,021,164 $172.0M
BlackRock, Inc. 0.00% Reduce -18.2% 800,509 $134.8M
Bank of America Corp. 0.01% Reduce -26.3% 682,811 $115.0M
American Century Companies Inc. 0.04% Add +18.6% 568,712 $95.8M
Stifel Financial Corp. 0.07% Add +8.6% 494,233 $83.2M
Captrust Financial Advisors 0.11% Add +0.3% 436,886 $73.6M
Point72 Asset Management 0.11% Add +2630.9% 414,443 $69.8M
Cullen Capital Management, LLC 0.65% Add +25.2% 391,325 $65.9M
Royal Bank of Canada 0.01% Add +35.9% 322,259 $54.3M
JPMorgan Chase & Co. 0.00% Add +11.9% 314,847 $54.0M
SRB Corp. 2.64% Reduce -0.0% 291,689 $49.1M
Natixis Advisors, LLC 0.05% Reduce -37.0% 286,244 $48.2M
UBS Group AG 0.01% Add +55.2% 281,420 $47.4M
Wells Fargo & Company 0.01% Add +7.2% 255,400 $43.0M
Envestnet Asset Management Inc. 0.01% Reduce -5.6% 239,884 $40.4M
Millennium Management 0.03% Add +3734.5% 226,468 $38.1M
Dimensional Fund Advisors LP 0.01% Add +15.1% 219,611 $37.0M
Ameriprise Financial Inc. 0.01% Add +4.8% 206,398 $34.5M
Jones Financial Companies LLLP 0.01% Reduce -43.1% 196,276 $33.7M
Clark Capital Management Group, Inc. 0.18% Reduce -50.4% 197,742 $33.3M
First Trust Advisors LP 0.02% Add +11.1% 197,237 $33.2M
Franklin Resources Inc. 0.01% Add +7.8% 174,848 $29.4M
Charles Schwab Investment Management Inc. 0.00% Add +5.3% 161,463 $27.2M
Quantinno Capital Management LP 0.03% Add +2.8% 161,438 $27.2M
D. E. Shaw & Co. 0.02% Add +92.2% 145,165 $24.4M
Qube Research & Technologies Ltd 0.03% Add +489.7% 137,826 $23.2M
LPL Financial LLC 0.00% Add +11.8% 127,799 $21.5M
Raymond James Financial Inc. 0.01% Reduce -17.4% 118,683 $20.0M
Tudor Investment Corporation 0.08% New 116,862 $19.7M
Creative Planning 0.01% Reduce -11.3% 113,469 $19.1M
Citigroup Inc. 0.01% Add +0.6% 107,841 $18.2M
Martin Investment Management, LLC 5.56% Reduce -3.0% 98,860 $16.7M
Invesco Ltd. 0.00% Add +53.8% 94,304 $15.9M
Stamos Capital Partners, L.P. 2.42% Add +77.9% 93,585 $15.8M
Cetera Investment Advisers 0.01% Add +9.9% 78,748 $13.3M
QRG Capital Management, Inc. 0.11% Add +1.0% 77,642 $13.1M
AQR Capital Management 0.00% Reduce -3.3% 73,084 $12.3M
Bank of Montreal 0.00% Add +76.5% 72,227 $12.2M
Bank of New York Mellon Corp 0.00% Add +2.7% 62,277 $10.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 61,258 $10.3M
Altrius Capital Management Inc 1.85% Add +24.2% 57,767 $9.7M
Neuberger Berman Group LLC 0.01% Reduce -21.1% 57,413 $9.7M
Oppenheimer Asset Management Inc. 0.10% Add +41.0% 56,741 $9.6M
O'shaughnessy Asset Management, LLC 0.04% Reduce -26.5% 55,284 $9.3M
State Street Corp. 0.00% Add +41.7% 50,525 $8.5M
Gabelli Funds LLC 0.05% Add +52.5% 49,950 $8.4M
Susquehanna International Group, LLP 0.01% Add +60.7% 48,425 $8.2M
Sei Investments Co. 0.01% Reduce -0.0% 47,981 $8.1M
TriCert Investment Counsel Inc. 0.75% — 47,622 $8.0M
Citadel Advisors 0.00% Add +384.6% 45,421 $7.6M
Heritage Investors Management Corp. 0.21% Reduce -2.4% 44,057 $7.4M
Twin Tree Management, LP 1.11% Add +201.9% 42,379 $7.1M
Mariner, LLC 0.01% Reduce -17.8% 41,973 $7.1M
Y-Intercept (Hong Kong) Ltd 0.14% Reduce -11.6% 41,172 $6.9M
Moran Wealth Management, LLC 0.19% Add +10.8% 40,653 $6.8M
New York State Common Retirement Fund 0.01% No change 38,952 $6.6M
Squarepoint Ops LLC 0.01% New 38,856 $6.5M
US Bancorp \de 0.01% Reduce -7.3% 38,736 $6.5M
Crossmark Global Holdings, Inc. 0.08% Reduce -9.8% 37,369 $6.3M
Vanguard Personalized Indexing Management, LLC 0.05% Reduce -18.4% 37,177 $6.3M
Foster & Motley Inc. 0.29% Reduce -3.5% 37,004 $6.2M
Amanah Holdings Trust 0.37% No change 37,000 $6.2M
Live Oak Private Wealth LLC 0.76% New 36,105 $6.1M
Mercer Global Advisors Inc. 0.01% Reduce -27.4% 35,504 $6.0M
Inspire Trust Co, N.A. 0.81% Add +20.7% 35,000 $5.9M
GMO 0.01% Add +122.1% 34,443 $5.8M
HighTower Advisors, LLC 0.01% Reduce -12.3% 33,575 $5.7M
Cerity Partners LLC 0.01% Reduce -9.2% 32,865 $5.5M
Silvercrest Asset Management Group LLC 0.04% Add +31.7% 32,524 $5.5M
Ethic Inc. 0.07% Add +6.5% 31,866 $5.4M
Entropy Technologies, LP 0.21% New 31,469 $5.3M
American Assets Investment Management, LLC 0.31% No change 30,000 $5.1M
Laird Norton Wetherby Trust Company, LLC 0.09% Reduce -10.3% 29,168 $4.9M
Vident Advisory, LLC 0.04% Reduce -14.7% 29,112 $4.9M
PNC Financial Services Group, Inc. 0.00% Reduce -4.3% 28,084 $4.7M
MML Investors Services, LLC 0.01% Add +1.7% 27,566 $4.6M
Balyasny Asset Management L.P. 0.01% Reduce -84.5% 26,853 $4.5M
Factory Mutual Insurance Co. 0.04% No change 26,698 $4.5M
IFG Advisory, LLC 0.15% New 25,024 $4.2M
Cardinal Capital Management 0.50% Add +0.9% 24,586 $4.1M
Naviter Wealth, LLC 0.37% Add +1.8% 24,320 $4.1M
Pathstone Holdings, LLC 0.01% Reduce -11.3% 24,186 $4.1M
Rockefeller Capital Management L.P. 0.01% Add +16.1% 23,940 $4.0M
Nuveen, LLC 0.00% Add +323.5% 23,408 $3.9M
Americana Partners, LLC 0.09% Add +0.1% 23,294 $3.9M
Quadrant Capital Group LLC 0.11% Reduce -21.8% 23,074 $3.9M
T. Rowe Price Associates Inc. 0.00% Reduce -14.1% 22,874 $3.9M
Generali Investments CEE, investicni spolecnost, a.s. 0.18% Reduce -11.4% 22,553 $3.8M
&partners 0.01% Add +3.0% 21,822 $3.7M
Wealth Enhancement Advisory Services, LLC 0.01% Add +195.7% 20,050 $3.5M
Commonwealth Equity Services, LLC 0.00% Reduce -34.5% 20,572 $3.5M
Corient Private Wealth LP 0.00% Reduce -12.5% 20,435 $3.4M
Rhumbline Advisers 0.00% Add +15.9% 20,195 $3.4M
Sanctuary Advisors, LLC 0.02% Reduce -9.4% 19,970 $3.4M
Vise Technologies, Inc. 0.04% Reduce -12.0% 19,877 $3.3M
Signaturefd, LLC 0.04% Reduce -6.2% 19,581 $3.3M
Callan Family Office, LLC 0.06% Reduce -8.4% 19,030 $3.2M
apricus wealth, LLC 1.48% Add +6.3% 18,424 $3.1M
Gold Investment Management Ltd. 0.83% Add +0.5% 18,093 $3.0M
Assetmark, Inc. 0.01% Reduce -12.4% 17,847 $3.0M
Park Avenue Securities LLC 0.02% Reduce -23.9% 17,717 $3.0M
Russell Investments Group, Ltd. 0.00% Reduce -22.7% 17,563 $3.0M
Hohimer Wealth Management, LLC 0.30% New 16,924 $2.9M
Schonfeld Strategic Advisors LLC 0.02% Add +221.0% 16,899 $2.8M
DV Equities, LLC 0.41% — 16,704 $2.8M
Campbell & CO Investment Adviser LLC 0.15% New 16,664 $2.8M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +4.0% 16,039 $2.7M
XTX Topco Ltd 0.04% New 16,263 $2.7M
Osaic Holdings, Inc. 0.00% Add +9.3% 16,212 $2.7M
BNP Paribas Financial Markets 0.00% Add +310.3% 16,138 $2.7M
Cibc World Market Inc. 0.00% Add +32.2% 15,972 $2.7M
Pittenger & Anderson Inc. 0.09% Reduce -0.3% 15,325 $2.6M
HITE Hedge Asset Management LLC 0.14% Reduce -40.1% 15,172 $2.6M
Lester Murray Antman dba SimplyRich 0.58% Add +69.1% 15,503 $2.5M
M&T Bank Corp 0.01% Add +7.0% 14,632 $2.5M
Savant Capital, LLC 0.01% Add +251.5% 12,563 $2.4M
Federated Hermes, Inc. 0.00% Add +17.2% 13,837 $2.3M
Ieq Capital, LLC 0.01% Reduce -37.6% 12,601 $2.1M
Ellsworth Advisors, LLC 0.35% Add +6.5% 11,985 $2.1M
Ritholtz Wealth Management 0.03% Reduce -34.0% 12,554 $2.1M
Federation des caisses Desjardins du Quebec 0.01% Add +2.6% 12,536 $2.1M
Lockheed Martin Investment Management Co. 0.08% No change 12,480 $2.1M
Principal Securities, Inc. 0.02% Reduce -22.7% 12,128 $2.0M
Orion Porfolio Solutions, LLC 0.02% Reduce -27.0% 12,063 $2.0M
Allspring Global Investments Holdings, LLC 0.00% Reduce -4.5% 11,887 $2.0M
Deutsche Bank AG 0.00% Add +783.8% 11,931 $2.0M
Truist Financial Corp. 0.00% Add +6.4% 11,921 $2.0M
Alliance Private Wealth, LLC 0.70% Add +19.5% 11,905 $2.0M
Aaron Wealth Advisors LLC 0.10% Reduce -3.2% 11,231 $1.9M
Eagle Global Advisors LLC 0.06% Add +0.1% 11,199 $1.9M
Janney Montgomery Scott LLC 0.00% Add +8.6% 11,149 $1.9M
Raelipskie Partnership 0.71% Add +6.7% 11,142 $1.9M
Anderson Hoagland & Co. 0.14% Reduce -25.4% 10,895 $1.8M
Focus Partners Wealth 0.00% Reduce -23.7% 10,856 $1.8M
Sequoia Financial Advisors, LLC 0.01% Reduce -27.3% 10,666 $1.8M
Emerald Investment Advisers, LLC 0.12% Add +183.7% 10,660 $1.8M
IMC-Chicago, LLC 0.02% New 10,651 $1.8M
Robinson Value Management, Ltd. 0.92% Reduce -2.0% 10,228 $1.7M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.6% 10,070 $1.7M
Greenfield Seitz Capital Management, LLC 0.50% Reduce -15.4% 10,012 $1.7M
Integrated Quantitative Investments LLC 0.27% Reduce -50.0% 9,682 $1.6M
United Capital Financial Advisors, LLC 0.01% Reduce -13.0% 9,614 $1.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +20.4% 9,590 $1.6M
Scotia Capital Inc. 0.01% Add +0.8% 9,530 $1.6M
Two Sigma Investments, LP 0.00% New 9,446 $1.6M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +8.1% 9,349 $1.6M
Checchi Capital Advisers, LLC 0.10% Reduce -4.0% 8,951 $1.5M
Caprock Group, LLC 0.03% Reduce -9.2% 8,942 $1.5M
Farther Finance Advisors, LLC 0.01% Add +13.5% 8,880 $1.5M
Evergreen Capital Management LLC 0.03% Reduce -54.6% 8,891 $1.5M
Northwest Bancshares, Inc. 0.26% Reduce -51.3% 8,647 $1.5M
Compound Planning, Inc. 0.04% Reduce -33.1% 8,406 $1.4M
Regions Financial Corp. 0.01% Add +27.9% 8,360 $1.4M
Bailard, Inc. 0.03% Add +80.1% 8,287 $1.4M
Barclays PLC 0.00% Reduce -80.1% 8,274 $1.4M
Keybank National Association 0.00% Reduce -27.3% 8,235 $1.4M
GFS Advisors, LLC 0.15% Reduce -38.9% 8,185 $1.4M
Ballentine Partners, LLC 0.02% Reduce -14.7% 7,981 $1.3M
Kestra Advisory Services, LLC 0.00% Reduce -11.9% 7,970 $1.3M
Level Four Advisory Services, LLC 0.04% Reduce -4.6% 7,952 $1.3M
HSBC Holdings PLC 0.00% Add +315.3% 7,895 $1.3M
DRW Securities, LLC 0.08% New 7,566 $1.3M
Choreo, LLC 0.01% Reduce -17.0% 7,553 $1.3M
Flow Traders U.S. LLC 0.05% New 7,537 $1.3M
Dorsey & Whitney Trust CO LLC 0.06% Reduce -1.2% 7,496 $1.3M
Cascade Financial Partners, LLC 0.11% No change 7,430 $1.3M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -6.3% 7,413 $1.2M
HHM Wealth Advisors, LLC 0.13% Add +18.5% 7,379 $1.2M
Grey Ledge Advisors, LLC 0.25% Reduce -0.4% 7,359 $1.2M
LSV Asset Management 0.00% Reduce -29.1% 7,290 $1.2M
Hantz Financial Services, Inc. 0.02% Reduce -9.2% 7,245 $1.2M
TD Waterhouse Canada Inc. 0.00% Add +16.7% 7,134 $1.2M
Legacy Wealth Asset Management, LLC 0.26% Add +1.4% 7,150 $1.2M
Prime Capital Investment Advisors, LLC 0.01% Reduce -6.3% 7,064 $1.2M
Summit Trail Advisors, LLC 0.01% Reduce -13.6% 7,029 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Add +181.3% 6,976 $1.2M
Community Bank & Trust, Waco, Texas 0.21% Add +0.9% 6,841 $1.2M
Xponance LLC 0.01% Add +37.3% 6,761 $1.1M
Henry James International Management Inc. 0.34% Reduce -0.7% 6,738 $1.1M
HRT Financial LP 0.00% Reduce -14.2% 6,729 $1.1M
Greenleaf Trust 0.01% Reduce -5.7% 6,698 $1.1M
Smartleaf Asset Management LLC 0.04% No change 6,515 $1.1M
Integrated Wealth Concepts LLC 0.01% Add +8.3% 6,514 $1.1M
Tocqueville Asset Management L.P. 0.01% Add +8.3% 6,500 $1.1M
F/m Investments LLC 0.05% Add +49.2% 6,351 $1.1M
Bank of Stockton 0.30% Reduce -3.2% 6,315 $1.1M
Baird Financial Group, Inc. 0.00% Add +79.9% 6,088 $1.0M
Collaborative Fund Advisors, LLC 0.59% Reduce -36.1% 6,068 $1.0M
Mitchell & Pahl Private Wealth, LLC 0.38% Add +4.3% 6,062 $1.0M
Axxion S.A. 0.07% — 6,000 $1.0M
National Bank of Canada 0.00% Reduce -56.9% 5,944 $1.0M
Glenmede Trust Co. NA 0.00% Reduce -6.9% 5,919 $997K
NewEdge Advisors, LLC 0.00% Add +1.1% 5,850 $985K
Arax Advisory Partners 0.01% Add +720.0% 5,822 $981K
Meridian Investment Counsel Inc. 0.20% Reduce -2.7% 5,533 $932K
Nomura Holdings Inc. 0.00% New 5,500 $926K
Hudson Portfolio Management LLC 0.69% Reduce -0.3% 5,388 $907K
Frank, Rimerman Advisors LLC 0.05% Reduce -34.9% 5,093 $858K
Spirepoint Private Client, LLC 0.07% No change 5,000 $842K
Parallel Advisors, LLC 0.01% Add +0.4% 4,916 $828K
Investment Research Partners LLC 0.27% Add +23.7% 4,795 $808K
Wealthedge Investment Advisors, LLC 0.27% Add +39.5% 4,724 $796K
Physicians Financial Services, Inc. 0.20% Reduce -0.5% 4,722 $795K
Wealth Group, Ltd. 0.20% Add +114.2% 4,722 $795K
Nisa Investment Advisors, LLC 0.00% Add +0.4% 4,684 $789K
True North Advisors, LLC 0.07% Add +33.9% 4,591 $773K
Salem Investment Counselors Inc. 0.02% No change 4,562 $768K
CKW Financial Group 0.08% Add +0.0% 4,525 $768K
BigSur Wealth Management LLC 0.18% No change 4,470 $753K
Moneta Group Investment Advisors LLC 0.01% Add +7.6% 4,426 $745K
Beacon Pointe Advisors, LLC 0.00% Reduce -32.5% 4,425 $745K
Harbour Capital Advisors, LLC 0.14% Add +20.1% 4,220 $745K
Global Retirement Partners, LLC 0.01% — 4,416 $744K
Independent Advisor Alliance 0.02% Reduce -6.7% 4,369 $736K
Intrust Bank NA 0.05% Reduce -14.3% 4,352 $733K
Fiera Capital Corp 0.00% Add +17.1% 4,301 $724K
Empowered Funds, LLC 0.00% Add +103.4% 4,296 $724K
Lido Advisors, LLC 0.00% Reduce -13.6% 4,253 $716K
Axxcess Wealth Management, LLC 0.01% New 4,205 $708K
CIBC Asset Management Inc 0.00% Reduce -3.7% 4,186 $705K
Advisory Services Network, LLC 0.01% Add +103.7% 4,184 $705K
PDS Planning, Inc 0.04% Reduce -9.0% 4,175 $703K
Basecamp Wealth Advisors LLC 0.13% Reduce -0.1% 4,158 $700K
Henshaw Capital LLC 0.02% No change 4,151 $699K
Apollon Wealth Management, LLC 0.01% Reduce -10.2% 4,109 $692K
MAI Capital Management 0.00% Add +45.2% 4,066 $685K
Abundance Wealth Counselors 0.04% Add +53.0% 4,042 $681K
HB Wealth Management, LLC 0.00% Add +8.9% 4,030 $679K
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 0.42% No change 3,966 $668K
Linden Thomas Advisory Services, LLC 0.05% Add +4.0% 3,952 $666K
Cambiar Investors LLC 0.03% New 3,950 $665K
Versant Capital Management, Inc 0.06% Reduce -25.8% 3,939 $663K
Commerce Bank 0.00% Reduce -7.5% 3,878 $653K
Aigen Investment Management, LP 0.18% New 3,867 $651K
Weaver Capital Management LLC 0.14% No change 3,146 $648K
Allworth Financial LP 0.00% Reduce -1.9% 3,822 $644K
Argonautica Private Wealth Management, Inc. 0.16% Add +10.6% 3,811 $642K
Montecito Bank & Trust 0.10% No change 3,776 $636K
PEAK6 LLC 0.02% Add +100.0% 3,729 $628K
Merit Financial Group, LLC 0.00% Add +5.2% 3,699 $623K
Sage Rhino Capital LLC 0.10% Reduce -2.0% 3,686 $621K
Syon Capital LLC 0.03% Reduce -35.4% 3,683 $620K
GTS Securities LLC 0.01% New 3,673 $619K
Grandview Asset Management LLC 0.15% No change 3,663 $617K
Bridgewater Advisors Inc. 0.03% Add +0.7% 3,288 $612K
Optas, LLC 0.09% Add +8.0% 3,603 $607K
Walleye Trading LLC 0.01% New 3,596 $606K
Frec Markets, Inc. 0.05% Reduce -5.5% 3,576 $602K
American Trust Investment Advisors, LLC 0.29% No change 3,540 $596K
Flputnam Investment Management Co. 0.01% Reduce -20.6% 3,523 $593K
TD Private Client Wealth LLC 0.01% Add +5.7% 3,516 $592K
Plan A Wealth LLC 0.25% Add +11.1% 3,510 $591K
EverSource Wealth Advisors, LLC 0.02% Reduce -21.8% 3,475 $585K
Credit Industriel Et Commercial 0.11% Add +107.0% 3,455 $582K
Diligent Investors, LLC 0.13% Reduce -2.1% 3,449 $581K
Leonteq Securities AG 0.03% Add +219.5% 3,358 $566K
Five Oceans Advisors 0.18% Reduce -9.7% 3,316 $558K
Valeo Financial Advisors, LLC 0.01% Reduce -4.2% 3,258 $549K
EP Wealth Advisors, LLC 0.00% Reduce -10.8% 3,250 $547K
Ellevest, Inc. 0.06% Add +0.2% 3,217 $542K
Nilsine Partners, LLC 0.04% Add +10.5% 3,212 $541K
Chiron Capital Management, LLC 0.48% New 3,210 $541K
Landscape Capital Management, L.L.C. 0.03% Reduce -83.3% 3,130 $527K
Invst, LLC 0.05% Reduce -33.6% 3,088 $520K
Group One Trading LLC 0.01% New 3,052 $514K
Arkadios Wealth Advisors 0.01% Add +0.1% 3,014 $508K
Manske Wealth Management 0.12% Add +54.8% 2,959 $498K
Rexford Capital Inc. 0.30% Reduce -0.4% 2,928 $493K
HBW Advisory Services LLC 0.04% Reduce -5.7% 2,905 $489K
Mission Wealth Management, LP 0.01% Add +18.5% 2,878 $485K
Coldstream Capital Management Inc. 0.01% Reduce -15.5% 2,867 $483K
IPG Investment Advisors LLC 0.07% Add +22.0% 2,860 $482K
GAMMA Investing LLC 0.02% Reduce -29.4% 2,831 $477K
Florida Trust Wealth Management Co 0.01% Add +38.3% 2,829 $476K
Clear Harbor Asset Management, LLC 0.03% Reduce -14.8% 2,755 $464K
Alexander Labrunerie & Co., Inc. 0.16% Reduce -8.8% 2,748 $463K
Iams Wealth Management, LLC 0.14% Add +54.9% 2,743 $462K
Pure Financial Advisors, LLC 0.01% Reduce -8.0% 2,733 $460K
Legacy Bridge, LLC 0.14% Reduce -26.5% 2,702 $455K
Concurrent Investment Advisors, LLC 0.00% Reduce -7.3% 2,695 $454K
Brighton Jones LLC 0.01% Reduce -7.1% 2,686 $452K
Dakota Wealth Management 0.01% Reduce -53.8% 2,674 $450K
Lodestone Wealth Management LLC 0.16% Add +2.2% 2,660 $448K
Lee Danner & Bass Inc. 0.02% No change 2,517 $424K
Foster Victor Wealth Advisors, LLC 0.02% Add +27.7% 2,390 $421K
Ping Capital Management, Inc. 0.14% New 2,500 $421K
Kathmere Capital Management, LLC 0.02% Reduce -14.2% 2,453 $413K
HUB Investment Partners, LLC 0.01% Add +6.3% 2,443 $411K
May Hill Capital, LLC 0.09% Reduce -2.3% 2,441 $411K
World Investment Advisors 0.01% Reduce -2.1% 1,980 $399K
Private Advisor Group, LLC 0.00% Reduce -49.2% 2,358 $397K
Strategic Wealth Partners, Ltd. 0.02% Reduce -95.7% 2,322 $391K
J. Team Financial, Inc. 0.38% Reduce -29.5% 2,319 $391K
Cary Street Partners Financial LLC 0.01% Add +8.5% 2,313 $390K
D.A. Davidson & Co. 0.00% Add +3.9% 2,303 $388K
Rosenberg Matthew Hamilton 0.07% Add +16.0% 2,303 $388K
DeDora Capital, Inc. 0.08% Add +0.5% 2,292 $386K
Total Clarity Wealth Management, Inc. 0.07% Reduce -10.1% 2,290 $386K
Ridge Creek Global, Inc 0.30% Reduce -1.3% 2,278 $384K
Trust Point Inc. 0.03% Add +3.3% 2,251 $379K
Westover Capital Advisors, LLC 0.06% No change 2,245 $378K
Sowell Financial Services LLC 0.01% Reduce -19.5% 2,243 $378K
Campion Asset Management 0.23% Add +0.8% 2,242 $378K
Cetera Trust Company, N.A 0.19% No change 2,240 $377K
Ascent Group, LLC 0.01% Reduce -11.8% 2,221 $374K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -2.6% 2,215 $373K
River Wealth Advisors LLC 0.04% Reduce -4.5% 2,213 $373K
Sagespring Wealth Partners, LLC 0.01% Reduce -39.2% 2,210 $372K
Capital Analysts, LLC 0.01% Reduce -5.5% 2,211 $372K
Clearstead Advisors, LLC 0.00% Add +837.0% 2,155 $363K
Fort Sheridan Advisors LLC 0.04% Reduce -2.4% 2,133 $359K
Atria Investments, Inc 0.00% Reduce -53.3% 2,096 $353K
Nicholas Hoffman & Company, LLC. 0.01% Add +3.7% 2,059 $347K
Sivia Capital Partners, LLC 0.04% Reduce -65.0% 2,006 $338K
Koss-Olinger Consulting, LLC 0.03% Reduce -2.2% 2,005 $338K
Elevation Point Wealth Partners, LLC 0.01% Reduce -9.9% 1,994 $336K
Cromwell Holdings LLC 0.15% No change 1,983 $334K
Dorato Capital Management 0.23% No change 1,884 $332K
Cresset Asset Management, LLC 0.00% Reduce -31.5% 1,952 $329K
Stephens Inc. 0.00% Add +12.0% 1,935 $326K
DLD Asset Management, LP 0.09% New 1,934 $326K
Benjamin Edwards Inc. 0.00% Add +91.5% 1,928 $325K
Norway Savings Bank 0.14% Add +17.5% 1,923 $324K
Vestmark Advisory Solutions, Inc. 0.00% Reduce -9.9% 1,908 $321K
Credit Agricole S A 0.00% New 1,898 $320K
Wedbush Securities Inc. 0.01% Add +3.0% 1,878 $316K
Keeler Thomas Management LLC 0.11% No change 1,874 $316K
Kintra Wealth, LLC 0.02% New 1,670 $315K
PFG Investments, LLC 0.01% Add +15.4% 1,863 $314K
Vista Investment Management 0.09% Reduce -3.3% 1,848 $311K
Mgo One Seven LLC 0.01% Add +21.0% 1,835 $309K
Dynasty Wealth Management, LLC 0.00% Reduce -21.3% 1,812 $305K
Kingsview Wealth Management, LLC 0.00% Reduce -3.6% 1,790 $302K
Blair William & Co. 0.00% Add +23.1% 1,788 $301K
PCM Encore, LLC 0.05% Reduce -10.6% 1,783 $300K
71 West Capital Partners 0.01% Add +32.0% 1,775 $299K
Anchyra Partners LLC 0.07% Add +0.7% 1,772 $298K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -9.0% 1,769 $298K
Choate Investment Advisors 0.01% Reduce -0.2% 1,745 $294K
Legacy Advisors, LLC 0.03% Add +13.7% 1,740 $293K
PKS Advisory Services, LLC 0.05% Reduce -28.7% 1,736 $292K
Evolve Private Wealth, LLC 0.02% Reduce -6.3% 1,732 $292K
Traveka Wealth, LLC 0.10% Reduce -2.0% 1,720 $290K
Parr McKnight Wealth Management Group, LLC 0.03% Add +2.0% 1,717 $289K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 1,710 $288K
Transamerica Financial Advisors, LLC 0.02% Reduce -20.3% 1,707 $288K
Graybill Wealth Management, LTD. 0.08% No change 1,706 $287K
Focus Partners Advisor Solutions, LLC 0.00% Add +15.8% 1,704 $287K
Avior Wealth Management, LLC 0.01% Reduce -11.7% 1,700 $286K
Wedmont Private Capital 0.01% Reduce -28.7% 1,618 $285K
Riversedge Advisors, LLC 0.04% Add +9.0% 1,683 $283K
Yousif Capital Management, LLC 0.00% Reduce -79.5% 1,676 $282K
West Family Investments, Inc. 0.08% Reduce -33.8% 1,670 $281K
Brown Brothers Harriman & Co. 0.00% Add +69.6% 1,657 $279K
First Horizon Corp. 0.01% No change 1,651 $278K
Snowden Capital Advisors LLC 0.01% Reduce -2.2% 1,634 $275K
Virtu Financial LLC 0.01% Reduce -76.5% 1,628 $274K
Hexagon Capital Partners LLC 0.04% Reduce -5.7% 1,625 $274K
Aptus Capital Advisors, LLC 0.00% Reduce -4.4% 1,602 $270K
Gateway Wealth Partners, LLC 0.02% Reduce -54.6% 1,602 $270K
Summit Securities Group LLC 0.05% Reduce -38.5% 1,600 $269K
AE Wealth Management LLC 0.00% Add +49.8% 1,583 $267K
Arta Finance Wealth Management LLC 0.11% Add +22.6% 1,575 $265K
Successful Portfolios LLC 0.12% No change 1,520 $265K
MQS Management LLC 0.32% Reduce -17.4% 1,563 $263K
Kestra Private Wealth Services, LLC 0.00% Reduce -17.5% 1,553 $262K
Dynamic Advisor Solutions LLC 0.01% Reduce -46.7% 1,543 $260K
Gallacher Capital Management LLC 0.14% Reduce -31.7% 1,531 $258K
Soltis Investment Advisors LLC 0.01% New 1,507 $254K
Trek Financial, LLC 0.01% Add +46.1% 1,503 $253K
New Republic Capital, LLC 0.06% Reduce -8.7% 1,503 $253K
Composition Wealth, LLC 0.00% Reduce -5.0% 1,496 $252K
King Luther Capital Management Corp. 0.00% Reduce -17.4% 1,493 $251K
Savvy Advisors, Inc. 0.01% Add +42.1% 1,488 $251K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,465 $247K
Prosperity Consulting Group, LLC 0.01% Add +19.0% 1,451 $244K
Wealth Alliance, LLC 0.02% Reduce -0.3% 1,450 $244K
J.W. Cole Advisors, Inc. 0.00% New 1,428 $241K
Drive Wealth Management, LLC 0.04% Reduce -17.6% 1,409 $237K
Abacus Wealth Partners, LLC 0.02% Reduce -72.5% 1,408 $237K
Stratos Wealth Advisors, LLC 0.01% Add +4.0% 1,392 $235K
Cambria Investment Management, L.P. 0.01% New 1,390 $234K
Brown Advisory Inc. 0.00% Reduce -34.1% 1,372 $231K
KOM Wealth Management Group, LLC 0.14% Add +0.1% 1,366 $230K
55 North Private Wealth, LLC 0.04% Add +4.5% 1,356 $228K
Sovran Advisors, LLC 0.02% New 1,212 $226K
Perigon Wealth Management, LLC 0.00% Reduce -10.0% 1,338 $225K
Capital Advisors Inc. 0.00% Add +1.3% 1,334 $225K
CIBC Bancorp USA Inc. 0.00% Reduce -18.0% 1,331 $224K
HBK Sorce Advisory LLC 0.00% Reduce -9.6% 1,206 $224K
Meridian Wealth Management, LLC 0.01% Add +12.7% 1,311 $221K
SteelPeak Wealth, LLC 0.01% New 1,303 $219K
VestGen Advisors, LLC 0.01% Add +5.3% 1,292 $218K
DAVENPORT & Co LLC 0.00% Reduce -3.6% 1,292 $218K
American Money Management, LLC 0.03% No change 1,290 $217K
180 Wealth Advisors, LLC 0.02% Add +2.0% 1,288 $217K
Heritage Wealth Management, Inc. 0.05% New 1,279 $215K
Klingman & Associates, LLC 0.01% Reduce -6.6% 1,265 $213K
Modern Wealth Management, LLC 0.00% Add +27.3% 1,250 $211K
Auxier Asset Management LLC 0.03% No change 1,249 $210K
Aprio Wealth Management, LLC 0.01% Reduce -34.1% 1,248 $210K
Blue Trust, Inc. 0.00% Reduce -63.4% 1,237 $208K
Silvia McColl Wealth Management, LLC 0.13% No change 1,235 $208K
Cahill Financial Advisors Inc. 0.02% No change 1,233 $208K
Manchester Capital Management LLC 0.03% Reduce -0.4% 1,224 $206K
Stonebrook Private Inc. 0.04% New 1,223 $206K
Quantbot Technologies LP 0.01% New 1,214 $204K
Keebeck Wealth Management 0.02% Add +4.4% 1,198 $202K
Stratos Wealth Partners, LTD. 0.00% Add +9.8% 1,193 $201K
Harbour Investments, Inc. 0.00% Reduce -2.1% 1,115 $188K
Laraway Financial Advisors Inc 0.11% No change 1,100 $185K
Parkside Financial Bank & Trust 0.01% Reduce -12.9% 1,034 $174K
Purpose Unlimited Inc. 0.01% No change 1,022 $172K
Fifth Third Bancorp 0.00% Reduce -15.4% 948 $160K
Adkins Seale Capital Management LLC 0.14% Add +107.1% 932 $157K
Hazlett, Burt & Watson, Inc. 0.04% Reduce -3.2% 930 $155K
First Bancorp, Inc 0.06% New 910 $153K
Atlas Capital Advisors Inc. 0.02% Reduce -14.9% 854 $144K
Huntington National Bank 0.00% Add +23.1% 846 $142K
Cullen/Frost Bankers, Inc. 0.00% Reduce -4.7% 796 $134K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -13.5% 716 $121K
Tower Research Capital LLC (TRC) 0.00% New 712 $120K
CENTRAL TRUST Co 0.00% Reduce -6.8% 710 $120K
Pflug Koory, LLC 0.05% No change 700 $118K
Corient IA LP 0.10% Reduce -66.8% 660 $111K
Bessemer Group Inc. 0.00% Reduce -1.3% 631 $107K
Salomon & Ludwin, LLC 0.01% Add +79.4% 626 $106K
Provenance Wealth Advisors, LLC 0.01% No change 614 $103K
McMillan Office, Inc. 0.01% No change 600 $101K
Community Bank, N.A. 0.01% No change 600 $101K
Millstone Evans Group, LLC 0.05% No change 574 $97K
Institute for Wealth Management, LLC. 0.01% New 573 $97K
UMB Bank, n.a. 0.00% No change 570 $96K
HM Payson & Co. 0.00% Add +16.0% 566 $95K
Rothschild Investment LLC 0.00% Reduce -26.4% 557 $94K
Aberdeen Wealth Management LLC 0.04% New 547 $92K
North Star Investment Management Corp. 0.01% Reduce -0.7% 545 $92K
Bruce G. Allen Investments, LLC 0.06% Reduce -5.9% 542 $91K
Geneos Wealth Management Inc. 0.00% Add +50.1% 524 $88K
Spire Wealth Management 0.00% Reduce -42.1% 522 $88K
Greykasell Wealth Strategies, Inc. 0.03% No change 502 $85K
MeadowBrook Investment Advisors LLC 0.07% No change 4,845 $81K
Owl Creek Wealth Partners LLC 0.02% Reduce -29.5% 469 $79K
Logan Capital Management Inc. 0.00% — 421 $71K
Costello Asset Management, INC 0.02% No change 420 $71K
Westside Investment Management, Inc. 0.01% No change 403 $68K
BankPlus Trust Department 0.02% No change 400 $67K
Trust Co. of Toledo NA 0.01% No change 400 $67K
BNP Paribas 0.00% No change 400 $67K
Key Financial Inc 0.01% Add +60.9% 399 $67K
SouthState Bank Corp 0.00% No change 389 $66K
Main Street Group, LTD 0.02% New 386 $65K
Financial Management Professionals, Inc. 0.01% Add +2.2% 379 $64K
Paradigm Asset Management Co. LLC 0.01% No change 355 $60K
SOA Wealth Advisors, LLC. 0.01% Add +2009.0% 6,580 $59K
Bogart Wealth, LLC 0.00% Add +0.6% 346 $58K
Atlantic Union Bankshares Corp 0.00% No change 344 $58K
CoreFirst Bank & Trust 0.03% No change 338 $57K
Golden State Wealth Management, LLC 0.01% Reduce -4.3% 334 $56K
First Command Advisory Services, Inc. 0.00% Add +1229.2% 319 $54K
Ares Financial Consulting, LLC 0.04% No change 302 $51K
Abound Financial, LLC 0.02% No change 300 $51K
Brown, Lisle/Cummings, Inc. 0.01% Add +269.2% 288 $49K
Longview Financial Advisors LLC 0.02% No change 280 $47K
Ascentis Wealth Management, LLC 0.01% No change 267 $45K
Bangor Savings Bank 0.00% No change 267 $45K
Financial Perspectives, Inc 0.01% No change 267 $45K
Independence Bank of Kentucky 0.00% No change 250 $42K
IMA Advisory Services, Inc. 0.00% Add +573.0% 249 $42K
SJS Investment Consulting Inc. 0.00% Add +114.5% 236 $40K
Richardson Financial Services Inc. 0.02% Reduce -45.1% 224 $38K
Roxbury Financial LLC 0.03% Add +1.4% 224 $38K
Estabrook Capital Management 0.01% No change 220 $37K
Caldwell Sutter Capital, Inc. 0.01% Add +61.6% 215 $36K
Continuum Advisory, LLC 0.00% New 213 $36K
Wilmington Savings Fund Society, FSB 0.00% No change 210 $35K
Bayforest Capital Ltd 0.03% Reduce -67.3% 209 $35K
Asset Dedication, LLC 0.00% Add +29.8% 205 $35K
Concord Wealth Partners 0.00% New 203 $34K
Montag A & Associates Inc. 0.00% No change 200 $34K
Signature Equity Partners, LLC 0.02% Add +4.2% 197 $33K
JFS Wealth Advisors, LLC 0.00% No change 196 $33K
Trust Co. of Vermont 0.00% — 195 $33K
Cassaday & Co Wealth Management LLC 0.00% Reduce -40.2% 192 $32K
Hamrick Investment Counsel, llc 0.02% No change 190 $32K
Lanark Financial, Inc. 0.00% Add +46.9% 188 $32K
Kilter Group LLC 0.01% Add +102.3% 178 $30K
Larson Financial Group LLC 0.00% Reduce -26.4% 178 $30K
CoreCap Advisors, LLC 0.00% Reduce -1.1% 177 $30K
Oakworth Capital, Inc. 0.00% No change 167 $28K
GW&K Investment Management, LLC 0.00% Reduce -6.1% 169 $28K
Parvin Asset Management, LLC 0.02% No change 163 $27K
Private Trust Co. NA 0.00% Reduce -40.6% 161 $27K
NFSG Corp 0.00% Add +1.4% 147 $25K
Compass Financial Management LLC 0.00% — 132 $25K
IFP Advisors, Inc 0.00% No change 146 $25K
Fairscale Capital, LLC 0.01% No change 142 $24K
Boyd Watterson Asset Management LLC 0.01% No change 141 $24K
Silver Grove Financial Group, Inc. 0.01% New 138 $23K
Eastern Bank 0.00% Add +35.3% 138 $23K
Tsfg, LLC 0.00% Add +2.3% 136 $23K
Bank of New Hampshire 0.00% No change 135 $23K
Highline Wealth Partners LLC 0.00% Reduce -8.8% 135 $23K
Ameriflex Group, Inc. 0.01% Add +62.2% 133 $22K
Caitong International Asset Management Co., Ltd 0.00% New 130 $22K
Robinswood Financial LLC 0.01% No change 127 $21K
Ancora Advisors LLC 0.00% Reduce -60.3% 125 $21K
Fiduciary Financial Advisors 0.00% New 125 $20K
Essential Partners LLC 0.01% Reduce -9.2% 119 $20K
BOK Financial Private Wealth, Inc. 0.00% New 114 $19K
Wellington-Altus USA Inc. 0.01% No change 93 $19K
CX Institutional 0.00% No change 115 $19K
Bell Investment Advisors, Inc 0.00% Reduce -27.2% 107 $18K
Coastline Trust Co 0.00% No change 107 $18K
Cornerstone Planning Group LLC 0.00% Reduce -46.2% 100 $18K
Maseco LLP 0.00% Add +30.9% 106 $18K
Grove Bank & Trust 0.00% Reduce -19.2% 105 $18K
Key Capital Management, INC 0.01% No change 103 $17K
Winch Advisory Services, LLC 0.00% New 103 $17K
Zions Bancorporation, National Association 0.00% No change 102 $17K
Tacita Capital Inc 0.01% No change 100 $17K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 100 $17K
City State Bank 0.00% No change 100 $17K
Hilltop National Bank 0.00% Reduce -68.0% 100 $17K
Center for Financial Planning, Inc. 0.00% New 100 $17K
Caldwell Trust Co 0.00% Reduce -21.3% 100 $17K
Retirement Wealth Solutions LLC 0.01% Reduce -14.7% 99 $17K
Rossby Financial, LCC 0.00% Reduce -4.8% 99 $17K
Harbor Investment Advisory, LLC 0.00% No change 98 $17K
Cornerstone Financial Management LLC 0.01% Add +13.1% 95 $16K
Creative Financial Designs Inc. 0.00% Add +63.8% 95 $16K
Kelleher Financial Advisors 0.00% Add +100.0% 90 $15K
Albion Financial Group 0.00% No change 89 $15K
Financial Consulate, Inc. 0.00% Reduce -38.5% 88 $15K
Phillip James Consulting Co. 0.01% New 83 $14K
SHP Wealth Management 0.00% Add +38.3% 83 $14K
Manning & Napier Advisors LLC 0.00% Add +2.6% 80 $14K
AdvisorNet Financial, Inc 0.00% Reduce -30.7% 79 $13K
McDonald Partners LLC 0.00% New 75 $13K
Physician Wealth Advisors, Inc. 0.00% Reduce -47.5% 73 $12K
Country Trust Bank 0.00% No change 72 $12K
Redwood Park Advisors LLC 0.01% No change 70 $12K
Addison Advisors LLC 0.01% Reduce -84.1% 70 $12K
Principia Wealth Advisory, LLC 0.01% Add +1.5% 67 $11K
Nemes Rush Group LLC 0.00% Reduce -2.9% 66 $11K
Basepoint Wealth LLC 0.01% Add +1.6% 65 $11K
Mather Group, Llc. 0.00% Reduce -15.8% 64 $11K
Arlington Trust Co LLC 0.00% No change 62 $10K
Aspect Partners, LLC 0.00% No change 58 $10K
Whipplewood Advisors, LLC 0.01% Reduce -81.7% 57 $10K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 52 $9K
Bullseye Investment Management, LLC 0.00% No change 50 $8K
Adirondack Trust Co. 0.00% No change 50 $8K
N.E.W. Advisory Services LLC 0.00% No change 50 $8K
Westfuller Advisors, LLC 0.00% Add +2.0% 50 $8K
Merrithew & Thorsten Inc 0.01% No change 50 $8K
American Capital Advisory, LLC 0.00% Add +200.0% 45 $8K
Richards, Merrill & Peterson, Inc. 0.00% No change 45 $8K
Creative Capital Management Investments LLC 0.00% Add +15.4% 45 $8K
Rialto Wealth Management, LLC 0.00% Add +4.7% 45 $8K
Abound Wealth Management 0.00% No change 44 $7K
LRI Investments, LLC 0.00% Add +126.3% 43 $7K
Medallion Wealth Advisors, LLC 0.00% New 41 $7K
Bayban 0.01% No change 40 $7K
Toth Financial Advisory Corp. 0.00% No change 40 $7K
Plante Moran Financial Advisors, LLC 0.00% New 40 $7K
Synergy Investment Management, LLC 0.00% Add +68.2% 37 $7K
Triumph Capital Management 0.00% Reduce -18.8% 39 $7K
Gleason Group, Inc. 0.00% New 39 $7K
Raffa Wealth Management, LLC 0.00% Reduce -9.5% 38 $6K
True Wealth Design, LLC 0.00% Reduce -81.8% 37 $6K
Truvestments Capital LLC 0.00% No change 37 $6K
Horizon Investments, LLC 0.00% Reduce -37.9% 36 $6K
Smithfield Trust Co 0.00% No change 34 $6K
Field & Main Bank 0.00% No change 35 $6K
WPG Advisers, LLC 0.00% Add +20.0% 30 $5K
Vision Retirement, LLC 0.00% Add +3.7% 28 $5K
Marshall Investment Management, LLC 0.00% Add +145.4% 27 $5K
Nova Wealth Management, Inc. 0.00% Reduce -67.1% 27 $5K
Orion Capital Management LLC 0.00% No change 26 $4K
Beacon Financial Strategies CORP 0.00% No change 25 $4K
JPL Wealth Management, LLC 0.00% Reduce -39.0% 25 $4K
Crews Bank & Trust 0.00% Reduce -87.8% 25 $4K
Boreal Capital Management LLC 0.00% No change 24 $4K
CVA Family Office, LLC 0.00% Reduce -70.7% 24 $4K
Park Square Financial Group, LLC 0.03% Reduce -45.0% 22 $4K
Markowski Investments 0.00% — 22 $4K
Motco 0.00% New 22 $4K
Glen Eagle Advisors, LLC 0.00% No change 21 $4K
MV Capital Management, Inc. 0.00% Reduce -61.5% 20 $3K
Financial Network Wealth Advisors LLC 0.00% Add +122.2% 20 $3K
Washington Trust Advisors, Inc. 0.00% New 20 $3K
EFG International AG 0.00% Reduce -50.0% 18 $3K
HighMark Wealth Management LLC 0.00% Reduce -5.3% 18 $3K
GHP Investment Advisors, Inc. 0.00% No change 17 $3K
Horizon Financial Services, LLC 0.00% Add +0.0% 17 $3K
Dogwood Wealth Management LLC 0.00% No change 17 $3K
Godfrey Financial Associates, Inc. 0.00% Reduce -11.1% 16 $3K
Elequin Capital, LP 0.00% New 16 $3K
Byrne Asset Management LLC 0.00% No change 15 $3K
Strive Financial Group ,LLC 0.00% No change 15 $3K
Highland Investment Advisors LLC 0.00% — 14 $2K
VSM Wealth Advisory, LLC 0.00% No change 14 $2K
MidFirst Bank 0.00% No change 13 $2K
Quent Capital, LLC 0.00% New 13 $2K
Allied Private Wealth LLC 0.00% — 11 $2K
Tradewinds Capital Management, LLC 0.00% No change 10 $2K
Benson Wealth Management INC 0.00% No change 10 $2K
Essential Investment Partners LLC 0.00% No change 10 $2K
Cape Investment Advisory, Inc. 0.00% New 10 $2K
Stone House Investment Management, LLC 0.00% Reduce -54.5% 10 $2K
Noble Wealth Management PBC 0.00% New 9 $2K
Sittner & Nelson, LLC 0.00% New 9 $2K
Evermay Wealth Management LLC 0.00% No change 8 $1K
Monetary Solutions, Ltd 0.00% New 8 $1K
Elevated Capital Advisors, LLC 0.00% No change 8 $1K
Delta Asset Management LLC 0.00% No change 8 $1K
Dunhill Financial, LLC 0.00% No change 7 $1K
Halbert Hargrove Global Advisors, LLC 0.00% New 8 $1K
Breakwater Investment Management 0.00% New 7 $1K
Trifecta Capital Advisors, LLC 0.00% New 7 $1K
TD Capital Management LLC 0.00% Reduce -87.8% 6 $1K
Southern Michigan Bank & Trust 0.00% No change 6 $1K
FWL Investment Management, LLC 0.00% New 6 $1K
Pin Oak Investment Advisors Inc. 0.00% New 3 $1K
Navigoe, LLC 0.00% No change 8 $1K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 5 $1K
Avion Wealth 0.00% No change 10 $1K
Investors Portfolio Services LLC 0.00% No change 5 $843
MPWM Advisory Solutions, LLC 0.00% No change 5 $842
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 5 $842
Farmers & Merchants Investments Inc. 0.00% No change 5 $842
Trust Co 0.00% No change 4 $674
TFC Financial Management, Inc. 0.00% No change 4 $674
Kozak & Associates, Inc. 0.00% No change 4 $619
Downshift Financial, LLC 0.00% New 3 $505
Wolff Wiese Magana LLC 0.00% No change 2 $337
Mosley Wealth Management 0.00% New 2 $337
Rachor Investment Advisory Services, LLC 0.00% No change 1 $190
High Note Wealth, LLC 0.00% No change 1 $168

"% 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.