The Travelers CosTRV

13F holders, Q4 2024 (December 31)
1,583holders +117
121new positions
88sold out
12famous investors
$240.74avg. 13F price*

At the end of Q4 2024, 1,583 institutions reported holding The Travelers Cos Inc. (TRV) in their 13F filings, up 117 from Q3 2024. 121 opened new positions and 88 sold out. The largest holders were Vanguard Group Inc. ($5.2B), BlackRock, Inc. ($4.8B) and State Street Corp. ($3.8B). 12 famous investors held it, including Chris Bloomstran (0.9% of Semper Augustus Investments's portfolio), Andreas Halvorsen (0.5% of Viking Global Investors's portfolio) and Cliff Asness (0.4% of AQR Capital Management's portfolio).

Company
The Travelers Cos Inc.
Sector
Finance
CUSIP
89417E109
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions121$561.6M
Exits88$89.7M

All 13F filers, Q3 2024 → Q4 2024: 10,737,497 shares bought and 11,484,384 shares sold, net −746,887 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,583 holders

Vanguard Group Inc. 0.09% Add +0.5% 21,617,748 $5.2B
BlackRock, Inc. 0.10% Add +2.6% 19,824,464 $4.8B
State Street Corp. 0.15% Add +1.3% 15,764,019 $3.8B
FMR LLC 0.21% Add +1.6% 14,277,851 $3.4B
JPMorgan Chase & Co. 0.14% Reduce -36.6% 7,409,085 $1.8B
Massachusetts Financial Services Co. 0.46% Reduce -10.9% 6,036,661 $1.5B
Geode Capital Management, LLC 0.10% Add +3.6% 5,258,490 $1.3B
Morgan Stanley 0.08% Add +6.3% 4,447,975 $1.1B
Clearbridge Investments, LLC 0.81% Reduce -2.3% 4,119,149 $992.3M
T. Rowe Price Associates Inc. 0.10% Add +1.9% 3,752,484 $903.9M
Bank of America Corp. 0.08% Reduce -3.0% 3,507,219 $844.9M
Dimensional Fund Advisors LP 0.20% Add +7.8% 3,377,966 $813.7M
Northern Trust Corp. 0.11% Add +12.3% 3,329,232 $802.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.15% Add +12.0% 2,712,620 $653.4M
Norges Bank 0.07% Reduce -12.1% 2,328,524 $560.9M
Bank of New York Mellon Corp 0.08% Reduce -11.5% 1,767,334 $425.7M
Legal & General Group Plc 0.11% Reduce -4.3% 1,750,908 $421.8M
UBS Group AG 0.09% Add +1.5% 1,723,848 $415.3M
Goldman Sachs Group Inc. 0.07% Add +13.7% 1,544,521 $372.1M
Charles Schwab Investment Management Inc. 0.07% Add +1.8% 1,522,769 $366.8M
Balyasny Asset Management L.P. 0.85% Add +153.8% 1,497,339 $360.7M
Invesco Ltd. 0.06% Add +7.8% 1,435,757 $345.9M
Barclays PLC 0.15% Add +3.5% 1,245,452 $300.0M
Boston Partners 0.36% Reduce -0.6% 1,233,978 $297.3M
Nuveen Asset Management, LLC 0.08% Reduce -4.2% 1,222,053 $294.4M
Bahl & Gaynor LLC 1.51% Add +4.5% 1,189,236 $286.5M
AQR Capital Management 0.36% Reduce -2.2% 1,154,886 $277.9M
Macquarie Group Ltd. 0.33% Reduce -28.2% 1,141,653 $272.9M
Jacobs Levy Equity Management, Inc. 0.93% Add +0.8% 1,094,407 $263.6M
California Public Employees Retirement System 0.16% Reduce -0.1% 1,019,131 $245.5M
Arrowstreet Capital, Limited Partnership 0.18% Add +9.6% 945,770 $227.8M
Sumitomo Mitsui Trust Group, Inc. 0.14% Reduce -0.7% 884,627 $213.1M
HSBC Holdings PLC 0.13% Reduce -9.4% 869,512 $209.3M
Wells Fargo & Company 0.05% Add +0.3% 846,782 $204.0M
Deutsche Bank AG 0.08% Add +21.4% 821,969 $198.0M
Allianz Asset Management GmbH 0.28% Add +122.3% 788,463 $189.9M
Amundi 0.07% Reduce -29.4% 780,274 $189.4M
Qube Research & Technologies Ltd 0.29% Add +430.6% 724,880 $174.6M
Federated Hermes, Inc. 0.38% Reduce -12.6% 716,889 $172.7M
Cullen Capital Management, LLC 1.98% Reduce -4.9% 706,849 $170.3M
Envestnet Asset Management Inc. 0.05% Add +1.6% 694,836 $167.4M
Viking Global Investors 0.52% New 671,750 $161.8M
Swiss National Bank 0.10% Reduce -5.3% 643,900 $155.1M
Nordea Investment Management AB 0.16% Add +15.6% 645,650 $155.0M
Acadian Asset Management LLC 0.44% Reduce -10.5% 636,445 $153.3M
Russell Investments Group, Ltd. 0.20% Add +0.8% 589,341 $141.9M
Raymond James Financial Inc. 0.05% — 575,446 $138.6M
US Bancorp \de 0.17% Reduce -0.7% 543,013 $130.8M
Royal Bank of Canada 0.03% Reduce -14.9% 524,639 $126.4M
Polar Capital Holdings Plc 0.69% Reduce -1.9% 510,000 $122.9M
National Pension Service 0.12% Reduce -25.1% 505,541 $121.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.11% Add +6.5% 476,991 $115.6M
Verition Fund Management LLC 0.56% Add +58.3% 444,369 $107.0M
Bank of Montreal 0.05% Reduce -37.5% 440,844 $106.2M
Rhumbline Advisers 0.09% Reduce -2.0% 431,073 $103.8M
Robeco Institutional Asset Management B.V. 0.19% Add +15.3% 422,435 $101.8M
PNC Financial Services Group, Inc. 0.07% Add +2.7% 404,049 $97.3M
Equity Investment Corp. 2.24% Reduce -1.4% 396,779 $95.6M
BNP Paribas Financial Markets 0.07% Reduce -16.9% 383,386 $92.4M
Neuberger Berman Group LLC 0.07% Reduce -3.7% 382,968 $92.3M
American Century Companies Inc. 0.05% Add +6.0% 377,482 $90.9M
Citadel Advisors 0.08% Add +479.0% 365,988 $88.2M
Aberdeen Group plc 0.16% Reduce -3.7% 364,344 $87.2M
California State Teachers Retirement System 0.10% Reduce -3.8% 360,899 $86.9M
Canada Pension Plan Investment Board 0.08% Reduce -40.5% 352,469 $84.9M
First Trust Advisors LP 0.07% Reduce -7.8% 346,579 $83.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.21% Add +45.6% 343,601 $82.8M
Teacher Retirement System of Texas 0.29% Add +148.0% 334,053 $80.5M
Janus Henderson Group PLC 0.04% Reduce -2.5% 331,325 $79.8M
New York State Common Retirement Fund 0.10% Reduce -0.6% 315,341 $76.0M
DekaBank Deutsche Girozentrale 0.14% No change 314,052 $74.9M
Bank of Nova Scotia 0.13% Add +254.3% 307,147 $74.0M
TD Asset Management Inc 0.06% Add +7.4% 290,503 $70.0M
Panagora Asset Management Inc. 0.32% Reduce -18.6% 290,475 $70.0M
Ameriprise Financial Inc. 0.02% Reduce -20.9% 289,304 $69.7M
Principal Financial Group Inc. 0.04% Reduce -0.9% 279,033 $67.2M
Lansforsakringar Fondforvaltning AB (publ) 0.25% — 277,712 $66.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.13% — 276,017 $66.5M
Prudential Financial Inc. 0.09% Add +73.2% 269,995 $65.0M
CANADA LIFE ASSURANCE Co 0.11% Reduce -11.7% 267,476 $64.4M
Alliancebernstein L.P. 0.02% Reduce -2.3% 262,081 $63.1M
Millennium Management 0.06% Reduce -28.2% 257,471 $62.0M
Assenagon Asset Management S.A. 0.11% Add +202.3% 257,047 $61.9M
Woodline Partners LP 0.41% New 251,812 $60.7M
Storebrand Asset Management As 0.18% Add +0.1% 251,261 $60.5M
Citigroup Inc. 0.06% Reduce -4.5% 245,740 $59.2M
Cornerstone Investment Partners, LLC 2.94% Reduce -11.2% 245,195 $59.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.60% Reduce -2.0% 243,688 $58.7M
Junto Capital Management LP 1.14% New 237,549 $57.2M
Brandywine Global Investment Management, LLC 0.39% Reduce -7.0% 223,414 $53.8M
Paralel Advisors LLC 2.26% No change 220,000 $53.0M
Systematic Alpha Investments, LLC 1.91% No change 215,208 $51.8M
State Board of Administration of Florida Retirement System 0.10% Reduce -9.7% 214,520 $51.7M
National Bank of Canada 0.07% Reduce -25.5% 209,447 $50.4M
Great Lakes Advisors, LLC 0.43% Reduce -0.9% 207,919 $50.1M
Janney Montgomery Scott LLC 0.14% Add +2.0% 204,059 $49.2M
New York State Teachers Retirement System 0.10% Reduce -2.1% 198,996 $47.9M
ProShare Advisors LLC 0.11% Add +36.8% 198,860 $47.9M
Mackenzie Financial Corp. 0.07% Reduce -15.6% 198,144 $47.7M
LPL Financial LLC 0.02% Add +0.7% 197,793 $47.6M
DJE Kapital AG 1.08% — 192,419 $46.1M
Point72 Asset Management 0.13% Reduce -18.9% 190,460 $45.9M
Asset Management One Co., Ltd. 0.16% Reduce -1.7% 189,261 $45.7M
Nomura Asset Management Co. Ltd. 0.14% Reduce -3.4% 187,677 $45.2M
Applied Finance Capital Management, LLC 1.96% Reduce -0.9% 187,289 $45.1M
Susquehanna International Group, LLP 0.07% Add +61.9% 181,236 $43.7M
Cibc World Markets Corp. 0.25% Reduce -6.1% 177,233 $42.7M
Trillium Asset Management, LLC 1.10% Reduce -4.5% 176,466 $42.5M
Stifel Financial Corp. 0.04% Add +1.5% 175,054 $42.2M
APG Asset Management N.V. 0.12% Add +224.7% 178,761 $41.6M
Korea Investment CORP 0.09% Add +1.3% 165,931 $40.0M
Corient Private Wealth LP 0.07% Reduce -23.3% 164,725 $39.7M
Epoch Investment Partners, Inc. 0.19% Reduce -2.7% 163,610 $39.4M
Mitsubishi UFJ Trust & Banking Corp 0.09% Add +1.4% 162,331 $39.1M
Wealth Enhancement Advisory Services, LLC 0.07% Add +21.3% 159,390 $38.4M
KBC Group NV 0.11% Reduce -0.7% 159,194 $38.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% Add +43.2% 159,172 $38.3M
Sei Investments Co. 0.05% Reduce -9.5% 157,798 $38.0M
HighTower Advisors, LLC 0.05% Add +26.0% 156,519 $37.7M
Truist Financial Corp. 0.06% Reduce -0.1% 154,003 $37.1M
Pictet Asset Management Holding SA 0.04% Add +9.7% 152,621 $36.8M
Marex Group Ltd 0.62% No change 150,000 $36.1M
First Horizon Advisors, Inc. 0.98% Add +1.4% 145,177 $35.0M
Manufacturers Life Insurance Company, The 0.03% Reduce -0.6% 144,176 $34.7M
Conning Inc. 1.27% Reduce -11.6% 143,597 $34.6M
Royal London Asset Management Ltd. 0.08% Reduce -0.1% 143,507 $34.6M
Jane Street Group, LLC 0.05% Add +73.3% 141,166 $34.0M
Franklin Resources Inc. 0.01% Add +3.7% 140,927 $33.9M
Danske Bank A/S 0.10% Add +10.0% 139,034 $33.5M
Aviva PLC 0.09% Reduce -49.1% 137,301 $33.1M
AMF Tjanstepension AB 0.22% Add +86.0% 131,211 $31.6M
BI Asset Management Fondsmaeglerselskab A/S 0.33% New 130,235 $31.4M
State of Wisconsin Investment Board 0.08% Reduce -5.4% 127,471 $30.7M
Swedbank AB 0.04% Add +0.7% 124,418 $30.0M
Toronto Dominion Bank 0.06% Add +6.9% 121,846 $29.4M
Cwm, LLC 0.12% Reduce -4.3% 120,576 $29.0M
Adage Capital Partners Gp, L.L.C. 0.05% New 120,113 $28.9M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -2.5% 119,698 $28.8M
Lighthouse Investment Partners, LLC 1.11% Add +1482.9% 119,130 $28.7M
Caisse de depot et placement du Quebec 0.06% Reduce -68.3% 118,582 $28.6M
UMB Bank, n.a. 0.43% Reduce -2.7% 112,264 $27.0M
Braun Stacey Associates Inc. 1.01% Add +0.3% 112,216 $27.0M
Twinbeech Capital LP 0.46% Add +2485.6% 111,802 $26.9M
Ossiam 0.46% Add +1298.4% 111,734 $26.9M
O'shaughnessy Asset Management, LLC 0.23% Add +9.6% 110,965 $26.7M
Victory Capital Management Inc. 0.03% Reduce -1.6% 110,206 $26.5M
Public Employees Retirement System of Ohio 0.09% Reduce -6.1% 108,815 $26.2M
Dodge & Cox 0.02% Reduce -3.9% 108,188 $26.1M
Kayne Anderson Rudnick Investment Management LLC 0.06% Reduce -0.7% 106,323 $25.6M
GW Henssler & Associates Ltd. 1.46% Reduce -1.5% 108,908 $25.5M
Commonwealth Equity Services, LLC 0.04% Reduce -0.1% 105,569 $25.4M
Skandinaviska Enskilda Banken AB (publ) 0.11% Add +3.4% 105,917 $25.4M
Daiwa Securities Group Inc. 0.11% Reduce -0.9% 104,456 $25.2M
National Mutual Insurance Federation of Agricultural Cooperatives 0.21% No change 104,000 $25.1M
Zurich Insurance Group Ltd 0.20% New 103,999 $25.1M
M&T Bank Corp 0.08% Reduce -1.5% 103,491 $24.9M
Treasurer of the State of North Carolina 0.10% Add +0.5% 103,139 $24.8M
Vontobel Holding Ltd. 0.08% Add +42.1% 99,517 $24.0M
Aware Super Pty Ltd as trustee of Aware Super 0.38% — 98,883 $23.8M
AXA S.A. 0.07% Reduce -22.9% 98,491 $23.7M
Natixis Advisors, LLC 0.04% Add +0.3% 98,386 $23.7M
Steigerwald, Gordon & Koch Inc. 2.61% Reduce -0.6% 95,927 $23.1M
Financial Counselors Inc. 0.34% Reduce -2.8% 95,753 $23.1M
Martingale Asset Management L P 0.56% Reduce -3.9% 95,112 $22.9M
Comerica Bank 0.09% Reduce -1.4% 94,243 $22.7M
Worldquant Millennium Advisors LLC 0.15% Add +662.6% 93,160 $22.4M
Bridgewater Associates 0.10% Add +38.7% 92,450 $22.3M
St. James Investment Company, LLC 3.84% Reduce -3.3% 92,197 $22.2M
Credit Agricole S A 0.07% Add +44.3% 91,884 $22.1M
Cullen/Frost Bankers, Inc. 0.30% Reduce -1.0% 91,628 $22.1M
Mn Services Vermogensbeheer B.V. 0.15% Add +2.0% 90,247 $21.7M
Nisa Investment Advisors, LLC 0.08% Reduce -0.6% 89,334 $21.5M
D. E. Shaw & Co. 0.03% Reduce -50.0% 88,899 $21.4M
State of Tennessee, Department of Treasury 0.08% Reduce -4.3% 87,518 $21.1M
Creative Planning 0.02% Add +3.5% 87,495 $21.1M
Baird Financial Group, Inc. 0.04% Add +0.5% 86,777 $20.9M
Illinois Municipal Retirement Fund 0.30% Reduce -2.8% 86,611 $20.9M
Resona Asset Management Co.,Ltd. 0.12% Reduce -4.1% 84,639 $20.4M
State of New Jersey Common Pension Fund D 0.08% No change 83,824 $20.2M
Ensign Peak Advisors, Inc 0.04% Reduce -5.5% 82,734 $19.9M
Healthcare of Ontario Pension Plan Trust Fund 0.04% No change 82,000 $19.8M
Oppenheimer Asset Management Inc. 0.24% Reduce -0.1% 80,690 $19.4M
Rafferty Asset Management, LLC 0.07% Add +3.6% 80,097 $19.3M
Alaska Permanent Fund Corp 0.28% No change 77,774 $18.7M
KLP Kapitalforvaltning As 0.09% — 77,579 $18.7M
Pittenger & Anderson Inc. 0.67% Reduce -0.1% 77,105 $18.6M
Pinebridge Investments, L.P. 0.14% New 76,905 $18.5M
QRG Capital Management, Inc. 0.19% Add +22.9% 76,866 $18.5M
Capital Fund Management S.A. 0.18% Add +260.6% 76,538 $18.4M
Jupiter Asset Management Ltd. 0.18% New 75,702 $18.2M
Cerity Partners LLC 0.04% Add +2.3% 75,462 $18.1M
Manning & Napier Advisors LLC 0.21% Reduce -9.6% 74,662 $18.0M
Mairs & Power Inc. 0.17% Reduce -4.2% 74,178 $17.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.18% Reduce -7.3% 72,351 $17.4M
Connor, Clark & Lunn Investment Management Ltd. 0.08% Add +1576.6% 70,466 $17.0M
Keybank National Association 0.06% Reduce -1.5% 69,704 $16.8M
Trexquant Investment LP 0.19% New 68,621 $16.5M
Talbot Financial, LLC 1.91% Add +2.6% 66,743 $16.1M
Banco Santander, S.A. 0.19% Add +2.3% 66,689 $16.1M
Intech Investment Management LLC 0.16% Add +34.8% 66,508 $16.0M
Gabelli Funds LLC 0.12% Reduce -0.6% 66,500 $16.0M
Mercer Global Advisors Inc. 0.04% New 66,450 $16.0M
Los Angeles Capital Management LLC 0.06% Add +465.5% 66,032 $15.9M
Calamos Advisors LLC 0.11% No change 65,846 $15.9M
STRS Ohio 0.06% Add +0.9% 65,506 $15.8M
Arizona State Retirement System 0.10% Reduce -0.4% 65,388 $15.8M
Nearwater Capital Markets, Ltd 0.45% — 65,000 $15.7M
Voya Investment Management LLC 0.02% Reduce -32.2% 63,257 $15.2M
Stonebridge Capital Advisors LLC 1.22% Reduce -2.9% 62,878 $15.1M
State of Michigan Retirement System 0.08% Reduce -0.6% 61,653 $14.9M
U.S. Capital Wealth Advisors, LLC 0.46% Reduce -2.7% 60,952 $14.7M
MetLife Investment Management, LLC 0.08% Add +1.4% 60,114 $14.5M
DNB Asset Management AS 0.06% Add +2.7% 59,399 $14.3M
Greatmark Investment Partners, Inc. 1.94% Add +2.7% 59,181 $14.3M
Public Sector Pension Investment Board 0.06% Add +48.7% 58,922 $14.2M
Swiss Life Asset Management Ltd 0.10% Add +147.7% 58,533 $14.1M
Mariner, LLC 0.02% Add +19.3% 58,442 $14.1M
Arvest Bank Trust Division 0.84% Reduce -17.1% 57,880 $13.9M
Corebridge Financial, Inc. 0.07% Reduce -10.1% 57,625 $13.9M
Whittier Trust Co. 0.18% Reduce -0.1% 56,438 $13.6M
Natixis 0.09% Add +67.8% 55,404 $13.3M
Handelsbanken Fonder AB 0.05% Add +15.1% 55,074 $13.3M
Huntington National Bank 0.12% Reduce -2.1% 54,185 $13.1M
State of Alaska, Department of Revenue 0.15% Reduce -17.7% 53,884 $13.0M
Synovus Financial Corp. 0.16% Reduce -3.9% 52,801 $12.7M
Telos Capital Management, Inc. 1.33% Reduce -3.1% 51,954 $12.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Reduce -0.8% 51,589 $12.4M
GHP Investment Advisors, Inc. 0.57% Add +0.7% 50,738 $12.2M
Alyeska Investment Group, L.P. 0.05% New 50,000 $12.0M
Cantor Fitzgerald Investment Advisors L.P. 0.83% Reduce -5.3% 49,796 $12.0M
Engineers Gate Manager LP 0.21% Add +3285.8% 49,297 $11.9M
Czech National Bank 0.11% Add +6.0% 49,223 $11.9M
Retirement Systems of Alabama 0.04% Reduce -0.9% 49,152 $11.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.12% Add +100.5% 48,922 $11.8M
Nomura Holdings Inc. 0.06% New 48,919 $11.8M
Glenmede Trust Co. NA 0.06% Reduce -10.5% 48,694 $11.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Reduce -2.7% 48,271 $11.6M
Forsta Ap-Fonden 0.08% Reduce -37.5% 48,000 $11.6M
Regions Financial Corp. 0.08% Reduce -2.2% 47,328 $11.4M
Varma Mutual Pension Insurance Co 0.09% New 46,647 $11.2M
Ethic Inc. 0.22% Add +38.6% 45,951 $11.1M
Osaic Holdings, Inc. 0.02% Add +17.9% 53,546 $10.9M
Guggenheim Capital LLC 0.09% Reduce -16.7% 45,159 $10.9M
PARK CIRCLE Co 9.81% No change 44,825 $10.8M
Tiaa Trust, National Association 0.03% Reduce -1.9% 44,571 $10.7M
Amalgamated Bank 0.09% Reduce -1.8% 44,025 $10.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Add +14.2% 43,646 $10.5M
Auxier Asset Management LLC 1.62% Reduce -7.5% 43,449 $10.5M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +36.5% 43,352 $10.4M
Shorepoint Capital Partners LLC 2.38% Reduce -3.5% 43,135 $10.4M
IFM Investors Pty Ltd 0.10% Reduce -8.0% 42,258 $10.2M
First Manhattan Co. Llc. 0.03% Reduce -3.0% 41,710 $10.0M
Bartlett & Co. Wealth Management LLC 0.14% Reduce -0.8% 41,239 $9.9M
Schonfeld Strategic Advisors LLC 0.06% Reduce -34.8% 41,106 $9.9M
Sienna Gestion 0.66% Add +30.4% 40,559 $9.8M
USS Investment Management Ltd 0.07% Reduce -9.1% 39,586 $9.5M
First National Bank of Omaha 0.62% Reduce -1.9% 39,396 $9.5M
Bradley Foster & Sargent Inc. 0.16% Reduce -0.5% 38,798 $9.3M
Goelzer Investment Management, Inc. 0.54% Reduce -2.3% 38,709 $9.3M
Utah Retirement Systems 0.10% Add +0.3% 37,907 $9.1M
Murphy Pohlad Asset Management LLC 3.91% Add +7.7% 37,725 $9.1M
Executive Wealth Management, LLC 0.71% Reduce -1.4% 37,686 $9.1M
Independent Advisor Alliance 0.12% Add +5.5% 37,566 $9.0M
Shelton Capital Management 0.22% Reduce -0.2% 37,443 $9.0M
Kestra Advisory Services, LLC 0.05% Reduce -21.1% 37,120 $8.9M
Aviance Capital Partners, LLC 1.23% Add +2.0% 37,076 $8.9M
Pathstone Holdings, LLC 0.04% Reduce -30.8% 36,989 $8.9M
PGGM Investments 0.12% No change 36,901 $8.9M
Northwest & Ethical Investments L.P. 0.24% Reduce -6.3% 36,743 $8.9M
Palmer Knight Co 3.93% Reduce -0.0% 36,449 $8.8M
Hantz Financial Services, Inc. 0.15% Reduce -3.8% 36,309 $8.7M
Benedict Financial Advisors Inc. 2.12% Reduce -0.6% 36,171 $8.7M
Carret Asset Management, LLC 0.95% Reduce -0.0% 36,144 $8.7M
Brown Advisory Inc. 0.01% Add +1.0% 36,140 $8.7M
Stansberry Asset Management, LLC 1.21% Add +0.7% 36,103 $8.7M
Perigon Wealth Management, LLC 0.21% Reduce -4.7% 35,410 $8.6M
CIBC Asset Management Inc 0.03% Add +5.4% 35,142 $8.5M
Ritholtz Wealth Management 0.25% Add +2.4% 35,035 $8.4M
Prudential PLC 0.04% Reduce -28.7% 34,490 $8.3M
Yousif Capital Management, LLC 0.09% Reduce -2.0% 34,287 $8.3M
New York Life Investment Management LLC 0.08% Reduce -0.2% 33,677 $8.1M
Raiffeisen Bank International AG 0.12% — 33,646 $8.1M
Commerzbank Aktiengesellschaft 0.19% Add +8.6% 33,255 $8.0M
Police & Firemen's Retirement System of New Jersey 0.08% — 33,228 $8.0M
Captrust Financial Advisors 0.02% Add +6.0% 33,110 $8.0M
Xponance LLC 0.07% Reduce -0.9% 32,096 $7.7M
Olstein Capital Management, L.P. 1.36% No change 32,000 $7.7M
Gateway Investment Advisers LLC 0.09% Reduce -0.5% 31,882 $7.7M
Citizens Business Bank 1.82% Add +40.4% 31,792 $7.7M
NewEdge Advisors, LLC 0.05% Add +9.4% 31,577 $7.6M
Blair William & Co. 0.02% Reduce -2.9% 31,308 $7.5M
Vanguard Personalized Indexing Management, LLC 0.11% Add +6.7% 31,243 $7.5M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.9% 31,239 $7.5M
Gotham Asset Management 0.07% Add +0.1% 30,690 $7.4M
Avantax Advisory Services, Inc. 0.04% Add +5.9% 28,673 $6.9M
Nissay Asset Management Corp. /Japan 0.04% Reduce -1.7% 28,129 $6.8M
Koshinski Asset Management, Inc. 0.58% Add +0.0% 28,041 $6.8M
Fisher Funds Management LTD 0.16% — 27,911 $6.7M
Daiichi Life Insurance Co., Ltd. 0.18% Reduce -2.3% 27,605 $6.6M
Tudor Investment Corporation 0.07% New 27,604 $6.6M
Wolverine Trading, LLC 0.15% Add +2974.9% 27,705 $6.6M
Mutual of America Capital Management LLC 0.07% Reduce -3.1% 27,197 $6.6M
Milestone Asset Management, LLC 1.45% Add +43.8% 27,168 $6.5M
Palisade Asset Management, LLC 0.66% Add +1.0% 26,988 $6.5M
Kwmg, LLC 0.67% Reduce -4.0% 26,851 $6.5M
Aquatic Capital Management LLC 0.17% New 26,836 $6.5M
Capital City Trust Co. 1.60% Reduce -0.2% 26,679 $6.4M
Investment Management Corp of Ontario 0.21% Add +5.5% 26,585 $6.4M
Te Ahumairangi Investment Management Ltd 1.32% Reduce -12.9% 26,246 $6.3M
Pacer Advisors, Inc. 0.01% Add +54.4% 26,065 $6.3M
Patton Albertson Miller Group, LLC 0.84% Reduce -9.1% 25,951 $6.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +4.7% 25,478 $6.1M
Verdence Capital Advisors LLC 0.49% Add +1.5% 25,287 $6.1M
Candriam S.C.A. 0.04% Add +0.5% 25,255 $6.1M
Peapack Gladstone Financial Corp. 0.09% Reduce -2.1% 25,002 $6.0M
Garland Capital Management Inc. 4.90% Reduce -7.0% 24,835 $6.0M
AustralianSuper Pty Ltd 0.03% New 24,519 $5.9M
Rockefeller Capital Management L.P. 0.02% Add +3.1% 24,174 $5.8M
Freestone Capital Holdings, LLC 0.20% Add +0.7% 24,089 $5.8M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -1.8% 24,045 $5.8M
Private Advisor Group, LLC 0.03% Reduce -1.8% 23,636 $5.7M
Chemung Canal Trust Co. 1.19% Reduce -0.6% 23,608 $5.7M
Penobscot Investment Management Company, Inc. 0.51% Reduce -0.4% 23,487 $5.7M
Tower Research Capital LLC (TRC) 0.11% Reduce -30.0% 23,251 $5.6M
Elo Mutual Pension Insurance Co 0.12% Add +13.8% 22,993 $5.5M
Groupe la Francaise 0.14% — 23,095 $5.5M
Commerce Bank 0.03% Reduce -0.5% 22,867 $5.5M
Ieq Capital, LLC 0.05% Add +56.7% 22,582 $5.4M
Meyer Handelman Co. 0.19% No change 22,400 $5.4M
CX Institutional 0.21% Add +17.4% 22,297 $5.4M
Weiss Asset Management LP 0.17% Add +164.3% 22,252 $5.4M
Bristlecone Advisors, LLC 0.41% Reduce -0.3% 21,963 $5.3M
Patton Fund Management, Inc. 1.03% Reduce -14.9% 21,892 $5.3M
MML Investors Services, LLC 0.02% Add +6.2% 21,849 $5.3M
Quadrature Capital Ltd 0.10% Add +52.3% 21,742 $5.2M
Beacon Pointe Advisors, LLC 0.06% Add +12.8% 21,677 $5.2M
HM Payson & Co. 0.09% Reduce -1.0% 21,570 $5.2M
Mizuho Securities USA LLC 0.09% Add +45.6% 21,516 $5.2M
McCarter Private Wealth Services LLC 3.28% Reduce -1.2% 21,453 $5.2M
KCM Investment Advisors LLC 0.18% Add +16.9% 21,367 $5.1M
Steward Partners Investment Advisory, LLC 0.05% Add +16.7% 21,265 $5.1M
Whittier Trust Co. of Nevada Inc. 0.13% Reduce -2.2% 21,231 $5.1M
Pinnacle Associates Ltd. 0.07% Add +1.1% 20,811 $5.0M
J. W. Coons Advisors, LLC 1.28% Reduce -2.4% 20,750 $5.0M
Cresset Asset Management, LLC 0.02% Reduce -41.1% 20,642 $5.0M
Culbertson A N & Co. Inc. 0.79% No change 20,583 $5.0M
Arjuna Capital 1.31% Reduce -2.6% 20,402 $4.9M
Foster & Motley Inc. 0.32% Reduce -3.3% 20,324 $4.9M
Liberty One Investment Management, LLC 0.53% Add +4.3% 20,290 $4.9M
Empowered Funds, LLC 0.07% Add +97.5% 20,271 $4.9M
R.H. Investment Group, LLC 4.59% — 20,211 $4.9M
Semper Augustus Investments 0.87% No change 20,155 $4.9M
Atria Investments, Inc 0.06% Reduce -3.4% 20,144 $4.9M
Generali Powszechne Towarzystwo Emerytalne 1.63% No change 20,118 $4.8M
RNC Capital Management LLC 0.26% Reduce -9.5% 19,912 $4.8M
tru Independence LLC 1.50% Reduce -35.1% 19,888 $4.8M
SGL Investment Advisors, Inc. 2.45% Add +2.2% 19,889 $4.8M
Achmea Investment Management B.V. 0.08% Add +5.3% 19,818 $4.8M
Norinchukin Bank, The 0.10% Reduce -0.4% 19,789 $4.8M
Quantinno Capital Management LP 0.05% Add +48.3% 19,629 $4.7M
Ferguson Wellman Capital Management, Inc. 0.09% Reduce -1.4% 19,486 $4.7M
Oregon Public Employees Retirement Fund 0.09% Reduce -0.4% 19,429 $4.7M
CIBC Private Wealth Group LLC 0.01% Reduce -0.8% 19,250 $4.7M
Northwest Bancshares, Inc. 0.86% Reduce -14.8% 19,331 $4.7M
Avanza Fonder AB 0.14% — 19,255 $4.6M
Elevate Capital Advisors, LLC 4.08% — 19,209 $4.6M
Y-Intercept (Hong Kong) Ltd 0.31% Add +366.1% 19,155 $4.6M
Sawyer & Company, Inc 1.70% Reduce -11.1% 19,029 $4.6M
Orion Porfolio Solutions, LLC 0.04% Add +2.8% 18,658 $4.5M
Orion Portfolio Solutions, LLC 0.04% Add +2.8% 18,658 $4.5M
Spire Wealth Management 0.14% Add +377.2% 26,080 $4.5M
Thompson Siegel & Walmsley LLC 0.07% Reduce -16.1% 18,420 $4.4M
Sheaff Brock Investment Advisors, LLC 0.38% Reduce -0.9% 18,319 $4.4M
Vinva Investment Management Ltd 0.17% Add +43.9% 18,260 $4.4M
Meridian Investment Counsel Inc. 1.31% Reduce -9.0% 18,178 $4.4M
Gulf International Bank (UK) Ltd 0.11% Reduce -1.1% 18,065 $4.4M
Wellington Management Group LLP 0.00% Add +15.9% 17,929 $4.3M
Cullinan Associates Inc. 0.28% Reduce -12.8% 17,849 $4.3M
Procyon Advisors, LLC 0.27% Add +4.4% 17,777 $4.3M
Renaissance Technologies 0.01% Reduce -52.5% 17,772 $4.3M
Fifth Third Bancorp 0.02% Reduce -10.6% 17,748 $4.3M
Thrivent Financial for Lutherans 0.01% Add +1.9% 17,331 $4.3M
UniSuper Management Pty Ltd 0.03% Add +15.8% 17,499 $4.2M
Composition Wealth, LLC 0.09% Add +3.2% 17,463 $4.2M
Lee Danner & Bass Inc. 0.33% Reduce -0.5% 17,433 $4.2M
Atria Wealth Solutions, Inc. 0.05% Add +2.1% 17,255 $4.2M
Leuthold Group, LLC 0.49% Reduce -3.5% 17,025 $4.1M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -0.7% 17,003 $4.1M
Wealthfront Advisers LLC 0.01% Add +3.7% 16,978 $4.1M
Allspring Global Investments Holdings, LLC 0.01% Add +1.8% 16,923 $4.1M
Teachers Retirement System of the State of Kentucky 0.04% Reduce -2.3% 16,903 $4.1M
Valley Wealth Managers, Inc. 0.30% Reduce -12.4% 16,894 $4.1M
Principle Wealth Partners LLC 0.29% Reduce -0.7% 16,870 $4.1M
New Age Alpha Advisors, LLC 0.16% New 16,869 $4.1M
Strategic Planning Group, LLC 0.75% Add +3.6% 16,840 $4.1M
GLOBALT Investments LLC / GA 0.15% Reduce -1.5% 16,743 $4.0M
Focus Partners Wealth 0.01% Add +17.7% 16,455 $4.0M
Bessemer Group Inc. 0.01% Reduce -1.5% 16,403 $4.0M
Osborne Partners Capital Management, LLC 0.23% Reduce -1.0% 16,378 $3.9M
HRT Financial LP 0.02% Reduce -52.7% 16,324 $3.9M
Applied Capital LLC 3.06% Reduce -1.6% 16,165 $3.9M
Argent Trust Co 0.16% Reduce -4.3% 16,088 $3.9M
Asset Dedication, LLC 0.30% Reduce -24.0% 16,041 $3.9M
B. Metzler seel. Sohn & Co. AG 0.04% Add +27.1% 15,915 $3.8M
Gunderson Capital Management LLC 1.88% New 15,846 $3.8M
Kentucky Retirement Systems 0.11% Reduce -1.4% 15,663 $3.8M
Romano Brothers and Company 0.47% Add +0.1% 15,530 $3.7M
CFC Planning Co LLC 3.99% — 15,470 $3.7M
Choreo, LLC 0.05% Reduce -1.7% 15,471 $3.7M
Shell Asset Management Co. 0.16% Reduce -7.5% 15,454 $3.7M
Slow Capital, Inc. 0.52% Reduce -4.3% 15,385 $3.7M
Prospera Financial Services Inc 0.09% Add +223.8% 15,313 $3.7M
Unison Advisors LLC 0.44% Add +0.4% 15,307 $3.7M
Empire Financial Management Company, LLC 1.13% Reduce -6.9% 15,082 $3.6M
OMERS ADMINISTRATION Corp 0.03% Reduce -11.7% 15,040 $3.6M
ING Groep NV 0.02% Reduce -9.4% 14,898 $3.6M
1ST Source Bank 0.20% Reduce -1.2% 14,841 $3.6M
iA Global Asset Management Inc. 0.06% Add +91.1% 14,806 $3.6M
Lincoln Capital LLC 0.74% Reduce -0.6% 14,669 $3.5M
Siemens Fonds Invest GmbH 0.36% Add +21.5% 14,401 $3.5M
Fulton Bank, N.A. 0.13% Reduce -6.5% 14,288 $3.4M
Forvis Mazars Wealth Advisors, LLC 0.08% Reduce -3.3% 14,158 $3.4M
Baker Avenue Asset Management, LP 0.10% Add +0.2% 14,137 $3.4M
Kingsview Wealth Management, LLC 0.07% Add +0.6% 14,074 $3.4M
Hartford Investment Management Co. 0.11% Reduce -2.8% 14,059 $3.4M
Caprock Group, LLC 0.11% New 13,946 $3.4M
Generali Asset Management SPA SGR 0.08% — 13,717 $3.3M
MAI Capital Management 0.02% Add +5.8% 13,703 $3.3M
HB Wealth Management, LLC 0.03% Add +14.6% 13,563 $3.3M
Hancock Whitney Corp. 0.10% Reduce -0.1% 13,500 $3.3M
SteelPeak Wealth, LLC 0.13% Add +182.3% 13,374 $3.2M
Rossmore Private Capital 0.40% Reduce -0.0% 13,372 $3.2M
Eagle Rock Investment Company, LLC 0.53% Reduce -18.5% 13,311 $3.2M
Federation des caisses Desjardins du Quebec 0.02% Add +11.6% 13,309 $3.2M
Garner Asset Management Corp 1.44% Add +1.9% 13,231 $3.2M
IFP Advisors, Inc 0.10% Add +213.3% 13,110 $3.2M
Diversified Trust Co. 0.08% Reduce -15.3% 13,092 $3.2M
Icon Wealth Advisors, LLC 0.26% Add +9.2% 13,081 $3.2M
Hennion & Walsh Asset Management, Inc. 0.14% Reduce -4.8% 13,001 $3.1M
Carnegie Investment Counsel 0.09% Reduce -0.5% 12,909 $3.1M
William B. Walkup & Associates, Inc. 1.94% Reduce -0.4% 12,743 $3.1M
Ballentine Partners, LLC 0.05% Add +22.8% 12,648 $3.0M
Barrow Hanley Mewhinney & Strauss LLC 0.01% No change 12,483 $3.0M
FAS Wealth Partners, Inc. 0.25% Add +2.7% 12,330 $3.0M
&partners 0.04% Add +57.6% 12,221 $3.0M
Savant Capital, LLC 0.02% Add +0.8% 12,211 $2.9M
Maryland State Retirement & Pension System 0.06% Reduce -6.5% 12,201 $2.9M
Louisiana State Employees Retirement System 0.06% Reduce -4.7% 12,200 $2.9M
Securian Asset Management, Inc. 0.09% Reduce -3.3% 12,183 $2.9M
Horizon Investments, LLC 0.08% Add +1.7% 12,174 $2.9M
Granite Investment Partners, LLC 0.13% Add +1.6% 12,154 $2.9M
NewEdge Wealth, LLC 0.05% Add +5.1% 12,033 $2.9M
D.A. Davidson & Co. 0.02% Reduce -1.3% 12,007 $2.9M
Globeflex Capital L P 0.24% New 12,000 $2.9M
Man Group plc 0.01% Reduce -66.4% 11,995 $2.9M
Compass Wealth Management LLC 0.70% No change 11,992 $2.9M
Acropolis Investment Management, LLC 0.17% Reduce -0.8% 11,948 $2.9M
Lecap Asset Management Ltd. 0.78% New 11,889 $2.9M
Advisory Services Network, LLC 0.05% Reduce -2.2% 11,820 $2.8M
Sequoia Financial Advisors, LLC 0.03% Add +14.0% 11,787 $2.8M
Wilmington Savings Fund Society, FSB 0.05% Add +26.6% 11,754 $2.8M
Burney Co./ 0.10% Add +1.6% 11,684 $2.8M
Natural Investments, LLC 0.77% — 11,558 $2.8M
Kintegral Advisory, LLC 0.26% Reduce -4.5% 11,496 $2.8M
Ostrum Asset Management 0.24% Reduce -4.0% 11,480 $2.8M
Stephens Inc. 0.04% Add +4.6% 11,375 $2.7M
Azimuth Capital Investment Management LLC 0.10% Reduce -7.7% 11,204 $2.7M
NEOS Investment Management LLC 0.06% Add +28.6% 11,163 $2.7M
Pinnacle Financial Partners Inc 0.05% Reduce -0.7% 11,246 $2.7M
Townsquare Capital LLC 0.03% Add +15.0% 11,127 $2.7M
Peddock Capital Advisors, LLC 0.64% Add +0.5% 11,000 $2.6M
Evercore Wealth Management, LLC 0.04% Add +0.1% 10,914 $2.6M
Groupama Asset Managment 0.05% Add +81.8% 10,925 $2.6M
New Mexico Educational Retirement Board 0.09% Reduce -2.7% 10,878 $2.6M
Tower Bridge Advisors 0.28% Reduce -0.9% 10,853 $2.6M
Farmers & Merchants Trust Co of Chambersburg PA 0.98% Add +0.1% 10,747 $2.6M
Metis Global Partners, LLC 0.08% Reduce -3.7% 10,735 $2.6M
Entropy Technologies, LP 0.27% New 10,702 $2.6M
Alkeme Wealth, LLC 1.18% Add +0.8% 10,661 $2.6M
Lombard Odier Asset Management (Switzerland) SA 0.19% New 10,591 $2.6M
Greenleaf Trust 0.02% Add +1.8% 10,497 $2.5M
Meiji Yasuda Asset Management Co Ltd. 0.10% Add +4.6% 10,494 $2.5M
Headlands Technologies LLC 0.25% New 10,347 $2.5M
Crossmark Global Holdings, Inc. 0.05% Reduce -22.0% 10,287 $2.5M
E. Ohman J:or Asset Management AB 0.06% Add +3.5% 10,242 $2.5M
Grey Ledge Advisors, LLC 0.64% Reduce -0.8% 10,214 $2.5M
Sigma Planning Corp 0.08% Reduce -4.7% 10,191 $2.5M
Agf Management Ltd. 0.01% Reduce -28.1% 10,170 $2.4M
Montag A & Associates Inc. 0.12% No change 10,119 $2.4M
White Pine Capital LLC 0.82% Reduce -0.1% 10,069 $2.4M
Nilsine Partners, LLC 0.26% Reduce -0.2% 10,046 $2.4M
Erste Asset Management GmbH 0.03% Add +1.0% 10,000 $2.4M
Savoie Capital LLC 0.29% No change 10,000 $2.4M
Canandaigua National Bank & Trust Co. 0.24% Reduce -10.2% 9,982 $2.4M
Park Avenue Securities LLC 0.02% Add +46.8% 9,978 $2.4M
Wesleyan Assurance Society 0.18% No change 9,740 $2.3M
Taika Capital, LP 1.79% New 9,738 $2.3M
CW Advisors, LLC 0.03% Reduce -31.5% 9,736 $2.3M
Harfst & Associates, Inc. 0.49% Add +8.7% 9,691 $2.3M
Twin Capital Management Inc. 0.26% Reduce -1.8% 9,674 $2.3M
DSG Capital Advisors, LLC 0.42% — 9,655 $2.3M
Parsons Capital Management Inc. 0.13% No change 9,586 $2.3M
First National Trust Co 0.09% Reduce -10.3% 9,582 $2.3M
Levin Capital Strategies, L.P. 0.22% Reduce -1.0% 9,552 $2.3M
Founders Financial Securities LLC 0.20% Add +1.8% 9,433 $2.3M
Praxis Investment Management Inc. 0.15% Reduce -2.2% 9,403 $2.3M
Vestmark Advisory Solutions, Inc. 0.08% Add +6.9% 9,385 $2.3M
Webster Bank, N. A. 0.24% Reduce -67.5% 9,320 $2.2M
Two Sigma Advisers, LP 0.01% Reduce -88.7% 9,300 $2.2M
Cornerstone Advisors, LLC 0.09% No change 9,200 $2.2M
Arrow Financial Corp 0.21% Reduce -1.4% 9,196 $2.2M
Advisors Asset Management, Inc. 0.04% Reduce -50.0% 9,196 $2.2M
Tidal Investments LLC 0.02% Add +22.8% 9,124 $2.2M
Bleakley Financial Group, LLC 0.07% Reduce -2.8% 9,121 $2.2M
Laird Norton Wetherby Wealth Management, LLC 0.10% Reduce -2.6% 9,082 $2.2M
NorthCoast Asset Management LLC 0.01% Add +5.6% 9,007 $2.2M
Oppenheimer & Co. Inc. 0.03% Reduce -2.9% 8,999 $2.2M
Atlantic Edge Private Wealth Management, LLC 0.67% Add +0.3% 8,928 $2.2M
Asahi Life Asset Management Co., LTD. 1.31% Reduce -4.6% 8,916 $2.1M
Weaver Capital Management LLC 0.60% Reduce -6.6% 8,911 $2.1M
Stonegate Investment Group, LLC 0.06% Reduce -1.5% 8,899 $2.1M
1832 Asset Management L.P. 0.00% Reduce -14.9% 8,850 $2.1M
Tectonic Advisors LLC 0.14% Add +0.5% 8,752 $2.1M
United Capital Financial Advisors, LLC 0.02% Reduce -10.1% 8,726 $2.1M
Pinnacle Holdings, LLC 0.91% Reduce -5.6% 8,693 $2.1M
Cadence Bank 0.14% Add +0.4% 8,511 $2.1M
Moors & Cabot, Inc. 0.10% Add +8.3% 8,483 $2.0M
Bank & Trust Co 1.69% Reduce -1.9% 8,354 $2.0M
Cornerstone Planning, LLC 0.76% — 8,281 $2.0M
SG Americas Securities, LLC 0.01% Reduce -60.4% 8,276 $2.0M
Snowden Capital Advisors LLC 0.06% Add +24.4% 8,262 $2.0M
Hilltop Holdings Inc. 0.13% Add +5.3% 8,235 $2.0M
CoreCap Advisors, LLC 0.09% Reduce -3.4% 8,218 $2.0M
Accredited Investors Inc. 0.12% Reduce -0.2% 8,207 $2.0M
Cary Street Partners Financial LLC 0.06% — 8,134 $2.0M
Brevan Howard Capital Management LP 0.05% New 8,059 $1.9M
Jacobi Capital Management LLC 0.14% Add +0.2% 8,041 $1.9M
Point72 Asia (Singapore) Pte. Ltd. 0.51% Reduce -12.5% 8,011 $1.9M
Two Sigma Investments, LP 0.00% Reduce -92.2% 8,004 $1.9M
Vestcor Inc 0.06% Add +91.8% 8,004 $1.9M
Capital Wealth Planning, LLC 0.02% No change 8,000 $1.9M
Naples Global Advisors, LLC 0.18% No change 7,997 $1.9M
Focus Financial Network, Inc. 0.08% Reduce -3.3% 7,976 $1.9M
Mgo One Seven LLC 0.07% Add +75.3% 7,975 $1.9M
Empirical Finance, LLC 0.11% Reduce -1.3% 7,963 $1.9M
Dakota Wealth Management 0.04% Reduce -2.3% 7,951 $1.9M
Ancora Advisors LLC 0.04% Reduce -1.3% 7,901 $1.9M
FRG Family Wealth Advisors LLC 0.35% No change 7,900 $1.9M
First National Advisers, LLC 0.31% Reduce -9.0% 7,892 $1.9M
Choate Investment Advisors 0.05% Add +2.3% 7,890 $1.9M
Argent Advisors, Inc. 0.70% Reduce -18.0% 7,838 $1.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Reduce -6.6% 7,821 $1.9M
WBH Advisory Inc. 0.17% Reduce -4.6% 7,771 $1.9M
Fayez Sarofim & Co 0.00% New 7,688 $1.9M
OneDigital Investment Advisors LLC 0.02% Reduce -5.9% 7,677 $1.8M
Community Bank, N.A. 0.24% Reduce -2.7% 7,631 $1.8M
Mitchell McLeod Pugh & Williams Inc. 0.38% Reduce -7.3% 7,612 $1.8M
Academy Capital Management 0.30% No change 7,552 $1.8M
Campbell & CO Investment Adviser LLC 0.14% New 7,533 $1.8M
Profund Advisors LLC 0.07% Reduce -4.5% 7,527 $1.8M
EP Wealth Advisors, LLC 0.01% Add +22.8% 7,526 $1.8M
Kestra Private Wealth Services, LLC 0.03% Add +53.9% 7,522 $1.8M
Benin Management CORP 0.50% No change 7,513 $1.8M
Essex Financial Services, Inc. 0.13% Add +14.9% 7,414 $1.8M
Smith Salley Wealth Management 0.11% Add +0.3% 7,277 $1.8M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -0.2% 7,208 $1.7M
Venture Visionary Partners LLC 0.07% Reduce -1.2% 7,107 $1.7M
Nicolet Advisory Services, LLC 0.16% Reduce -0.0% 7,343 $1.7M
GAMMA Investing LLC 0.14% Add +12.7% 7,055 $1.7M
South Dakota Investment Council 0.03% No change 7,030 $1.7M
Parallel Advisors, LLC 0.04% Add +2.5% 7,011 $1.7M
Cornercap Investment Counsel Inc. 0.54% Reduce -3.4% 7,002 $1.7M
Railway Pension Investments Ltd 0.02% New 7,000 $1.7M
Gifford Fong Associates 0.41% No change 7,000 $1.7M
Allstate Corp. 0.05% New 6,981 $1.7M
Beacon Financial Group 0.18% Reduce -5.3% 6,972 $1.7M
Concord Asset Management, LLC 0.37% Reduce -5.1% 6,934 $1.7M
Bokf, NA 0.03% Add +0.8% 7,155 $1.7M
Eagle Capital Management LLC 0.01% No change 6,900 $1.7M
Pensionfund Sabic 0.44% Add +21.1% 6,900 $1.7M
Belpointe Asset Management LLC 0.10% Reduce -0.3% 7,258 $1.7M
Concord Wealth Partners 0.27% Reduce -2.1% 6,839 $1.6M
Ballast, Inc. 0.47% Reduce -4.0% 6,822 $1.6M
Integrated Wealth Concepts LLC 0.02% Add +4.1% 6,810 $1.6M
Atlantic Union Bankshares Corp 0.10% Reduce -25.7% 6,810 $1.6M
Paragon Capital Management Inc. 1.27% New 6,746 $1.6M
Ashton Thomas Private Wealth, LLC 0.06% Reduce -2.1% 6,700 $1.6M
IHT Wealth Management, LLC 0.05% Reduce -42.3% 6,687 $1.6M
Tevis Investment Management 1.19% Reduce -0.3% 6,675 $1.6M
Lido Advisors, LLC 0.01% Reduce -99.3% 6,638 $1.6M
Lowe Brockenbrough & Co. Inc. 0.10% No change 6,609 $1.6M
Moody National Bank Trust Division 0.17% Reduce -5.8% 6,593 $1.6M
BSW Wealth Partners 0.23% Add +1.0% 6,585 $1.6M
Benjamin Edwards Inc. 0.02% Reduce -2.5% 6,550 $1.6M
Resources Management Corp. /CT/ 0.22% No change 6,546 $1.6M
Dagco, Inc. 0.52% Add +2.4% 6,546 $1.6M
Ames National Corp. 1.06% — 6,537 $1.6M
Northern Financial Advisors Inc 1.26% Reduce -2.7% 6,531 $1.6M
Avalon Trust Co 0.11% Add +0.6% 6,487 $1.6M
Signaturefd, LLC 0.03% Reduce -3.8% 6,455 $1.6M
LRI Investments, LLC 0.15% No change 6,364 $1.5M
HighPoint Advisor Group LLC 0.08% Add +4.5% 6,315 $1.5M
Douglass Winthrop Advisors, LLC 0.03% Add +15.0% 6,319 $1.5M
Clearstead Advisors, LLC 0.02% Reduce -0.5% 6,249 $1.5M
TD Private Client Wealth LLC 0.04% Reduce -5.2% 6,247 $1.5M
Courier Capital LLC 0.10% Reduce -1.6% 6,243 $1.5M
RFG - Bristol Wealth Advisors, LLC 0.49% — 6,231 $1.5M
Axxcess Wealth Management, LLC 0.04% Add +16.6% 6,223 $1.5M
Claro Advisors Inc. 0.20% Reduce -3.5% 6,217 $1.5M
Vaughan David Investments LLC 0.04% No change 6,215 $1.5M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +3.4% 6,167 $1.5M
Allworth Financial LP 0.01% Add +35.8% 5,958 $1.5M
Squarepoint Ops LLC 0.00% Reduce -84.8% 6,099 $1.5M
JT Stratford LLC 0.24% Add +0.8% 6,044 $1.5M
Mb, Levis & Associates, LLC 0.72% Reduce -0.2% 6,010 $1.4M
NJ State Employees Deferred Compensation Plan 0.17% No change 5,943 $1.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +44.6% 5,902 $1.4M
Financiere des Professionnels - Fonds d'investissement inc. 0.10% No change 5,900 $1.4M
FIL Ltd 0.00% Add +119.2% 5,815 $1.4M
Vident Advisory, LLC 0.02% Add +15.8% 5,797 $1.4M
Old National Bancorp 0.03% Reduce -4.6% 5,793 $1.4M
Elmwood Wealth Management, Inc. 0.56% Add +0.2% 5,792 $1.4M
Quadcap Wealth Management, LLC 0.20% Reduce -3.0% 5,777 $1.4M
Sumitomo Life Insurance Co. 0.03% Reduce -2.9% 5,751 $1.4M
Focus Partners Advisor Solutions, LLC 0.02% Add +63.9% 5,737 $1.4M
Fiduciary Trust Co 0.02% Add +32.4% 5,735 $1.4M
Institute for Wealth Management, LLC. 0.17% Reduce -1.0% 5,594 $1.3M
Arvest Investments, Inc. 0.22% Reduce -62.9% 5,584 $1.3M
HighMark Wealth Management LLC 0.77% Add +0.5% 5,551 $1.3M
SlateStone Wealth, LLC 0.13% Add +2.9% 5,519 $1.3M
Great Lakes Retirement, Inc. 0.17% Add +3.4% 5,507 $1.3M
PYA Waltman Capital, LLC 0.43% Add +0.6% 5,498 $1.3M
Trust Co. of Vermont 0.06% Reduce -2.7% 5,490 $1.3M
Flputnam Investment Management Co. 0.02% Reduce -1.8% 5,468 $1.3M
FineMark National Bank & Trust 0.05% Reduce -0.2% 5,460 $1.3M
V-Square Quantitative Management LLC 0.19% Add +1.6% 5,440 $1.3M
Harbor Capital Advisors, Inc. 0.06% Add +1.1% 5,428 $1.3M
Net Worth Advisory Group 0.40% Add +1.3% 5,402 $1.3M
TD Waterhouse Canada Inc. 0.01% Add +48.9% 5,395 $1.3M
Plato Investment Management Ltd 0.10% No change 5,359 $1.3M
Ibex Wealth Advisors 0.15% New 5,318 $1.3M
Haverford Trust Co 0.01% Reduce -0.8% 5,297 $1.3M
Roundview Capital LLC 0.09% No change 5,292 $1.3M
Prostatis Group LLC 0.37% Reduce -1.0% 5,278 $1.3M
Ascent Group, LLC 0.10% Add +9.4% 5,252 $1.3M
Private Trust Co. NA 0.13% Reduce -3.5% 5,212 $1.3M
Wealth Alliance, LLC 0.15% Add +1.2% 5,116 $1.2M
Barden Capital Management, Inc. 1.06% New 5,112 $1.2M
Tocqueville Asset Management L.P. 0.02% No change 5,101 $1.2M
Guyasuta Investment Advisors Inc. 0.08% Reduce -0.3% 5,095 $1.2M
Joel Isaacson & Co., LLC 0.06% Add +59.5% 5,095 $1.2M
Johnson Investment Counsel Inc. 0.01% Add +0.8% 5,079 $1.2M
Valeo Financial Advisors, LLC 0.03% Add +0.6% 5,062 $1.2M
Gen-Wealth Partners Inc 0.52% Reduce -4.4% 5,048 $1.2M
Meeder Advisory Services, Inc. 0.08% Add +4.4% 5,048 $1.2M
Merit Financial Group, LLC 0.02% Add +30.9% 5,034 $1.2M
Trust Co. of Toledo NA 0.16% No change 5,017 $1.2M
Blue Trust, Inc. 0.02% Reduce -1.2% 4,986 $1.2M
Hanson & Doremus Investment Management 0.19% Add +13.2% 4,985 $1.2M
J.W. Cole Advisors, Inc. 0.05% Add +0.2% 4,956 $1.2M
Coldstream Capital Management Inc. 0.03% Reduce -1.6% 4,950 $1.2M
Andra AP-fonden 0.02% Reduce -70.3% 4,900 $1.2M
Providence Wealth Advisors, LLC 0.89% Add +0.6% 4,833 $1.2M
Kentucky Retirement Systems Insurance Trust Fund 0.20% Add +91.1% 12,893 $1.2M
Aptus Capital Advisors, LLC 0.01% Add +15.1% 4,820 $1.2M
Transamerica Financial Advisors, LLC 0.11% Reduce -7.8% 4,801 $1.2M
Boston Financial Mangement LLC 0.04% Add +0.1% 4,800 $1.2M
Lazard Asset Management LLC 0.00% Add +52.2% 4,760 $1.1M
Glenview Trust Co 0.02% Reduce -0.2% 4,757 $1.1M
Beaumont Financial Advisors, LLC 0.09% Add +0.4% 4,752 $1.1M
Dorsey & Whitney Trust CO LLC 0.06% Add +1.6% 4,741 $1.1M
Texas Bank & Trust Co 0.47% — 4,727 $1.1M
Nicholas Hoffman & Company, LLC. 0.05% Add +0.0% 4,704 $1.1M
Kestra Investment Management, LLC 0.04% Reduce -8.7% 4,695 $1.1M
Kathmere Capital Management, LLC 0.10% Add +12.9% 4,667 $1.1M
Cubist Systematic Strategies, LLC 0.02% New 4,626 $1.1M
Guardian Partners Inc. 0.11% — 4,561 $1.1M
AA Financial Advisors, LLC 0.29% Add +7.7% 4,571 $1.1M
Virtus Advisers, LLC 0.45% Add +10.2% 4,562 $1.1M
HBK Sorce Advisory LLC 0.03% Reduce -1.7% 4,551 $1.1M
Union Savings Bank 0.54% Reduce -3.8% 4,543 $1.1M
Plimoth Trust Co. LLC 0.28% Add +5.5% 4,524 $1.1M
Investors Asset Management of Georgia Inc. /Ga/ 0.53% No change 4,511 $1.1M
Sutton Place Investors LLC 0.63% Add +0.2% 4,507 $1.1M
Silvercrest Asset Management Group LLC 0.01% Reduce -2.7% 4,481 $1.1M
Forum Financial Management, LP 0.02% Add +2.5% 4,389 $1.1M
Bridges Investment Management Inc. 0.01% Reduce -0.2% 4,377 $1.1M
Jones Financial Companies LLLP 0.00% Add +42.4% 4,367 $1.1M
Equitable Trust Co. 0.06% Reduce -0.1% 4,360 $1.1M
Capstone Investment Advisors, LLC 0.01% Add +263.3% 4,359 $1.1M
Meiji Yasuda Life Insurance Co 0.02% Add +0.9% 4,357 $1.0M
Bailard, Inc. 0.03% Add +2.4% 4,348 $1.0M
Vise Technologies, Inc. 0.09% Add +78.8% 4,346 $1.0M
Somerset Group LLC 0.95% No change 4,303 $1.0M
Berkeley Capital Partners, LLC 0.29% New 4,270 $1.0M
Stock Yards Bank & Trust Co. 0.04% Add +2.5% 4,259 $1.0M
Lindbrook Capital, LLC 0.09% Add +5.5% 4,247 $1.0M
West Paces Advisors Inc. 0.25% Reduce -0.5% 4,218 $1.0M
Tudor Financial Inc. 0.59% No change 4,200 $1.0M
Hussman Strategic Advisors, Inc. 0.30% New 4,200 $1.0M
Paradigm Asset Management Co. LLC 0.28% Reduce -45.5% 4,200 $1.0M
Zions Bancorporation, N.A. 0.06% Add +48.3% 4,190 $1.0M
Tradewinds, LLC. 0.28% New 4,164 $1.0M
IFC Advisors LLC 0.22% — 4,119 $992K
Baker Tilly Wealth Management, LLC 0.39% Add +9.4% 4,097 $987K
Vectors Research Management, LLC 0.33% Add +0.1% 4,080 $983K
Forza Wealth Management, LLC 0.45% No change 4,072 $981K
Quadrant Capital Group LLC 0.07% Add +0.6% 4,014 $967K
Aureus Asset Management, LLC 0.06% Reduce -3.0% 4,013 $967K
Sterneck Capital Management, LLC 0.52% No change 4,000 $964K
DAVENPORT & Co LLC 0.01% Add +11.7% 3,995 $962K
Yoffe Investment Management, LLC 1.43% — 3,987 $960K
Copperwynd Financial, LLC 0.26% Reduce -1.8% 3,956 $953K
NFSG Corp 0.24% Add +32.9% 3,930 $947K
Fullcircle Wealth LLC 0.39% Reduce -3.6% 3,887 $945K
Fifth Third Wealth Advisors LLC 0.05% Add +13.4% 3,914 $943K
Exchange Traded Concepts, LLC 0.02% Add +1.6% 3,902 $940K
Mesirow Financial Investment Management, Inc. 0.02% Add +100.2% 3,890 $937K
Waverly Advisors, LLC 0.01% Add +43.7% 3,885 $936K
Money Concepts Capital Corp. 0.07% Add +1.0% 3,883 $935K
1 North Wealth Services LLC 0.40% — 3,874 $933K
Quantitative Investment Management, LLC 0.07% New 3,865 $931K
Pitcairn Co. 0.06% Add +4.3% 3,863 $931K
CENTRAL TRUST Co 0.02% Add +6.0% 3,847 $927K
JB Capital LLC 0.05% Add +0.3% 3,822 $921K
Abn Amro Investment Solutions 0.02% Reduce -3.4% 3,815 $919K
Bard Financial Services, Inc. 0.11% No change 3,775 $909K
High Note Wealth, LLC 0.24% Add +0.0% 3,765 $907K
AMG National Trust Bank 0.03% Reduce -3.1% 3,761 $905K
SVB Wealth LLC 0.02% New 3,751 $904K
Empirical Asset Management, LLC 0.30% Add +7.3% 16,042 $903K
Smithfield Trust Co 0.04% Add +1.1% 3,748 $902K
Kanawha Capital Management LLC 0.07% No change 3,718 $896K
Roehl & Yi Investment Advisors, LLC 0.49% — 3,702 $892K
Canada Post Corp Registered Pension Plan 0.05% — 3,691 $889K
Legacy Capital Wealth Partners, LLC 0.22% Reduce -3.1% 3,689 $889K
MWA Asset Management 0.59% Add +0.2% 3,686 $888K
Baader Bank Aktiengesellschaft 0.08% Add +260.9% 3,652 $880K
Rothschild Investment LLC 0.06% Add +0.6% 3,634 $875K
Aries Wealth Management 0.24% Add +36.0% 3,614 $871K
Concurrent Investment Advisors, LLC 0.02% Add +2.2% 3,602 $868K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.03% New 3,600 $867K
Van Hulzen Asset Management, LLC 0.06% No change 3,595 $866K
PFG Investments, LLC 0.05% Add +0.7% 3,578 $862K
Agate Pass Investment Management, LLC 0.39% New 3,575 $861K
Boyd Watterson Asset Management LLC 0.24% No change 3,538 $852K
Berger Financial Group, Inc 0.06% Reduce -2.9% 3,523 $849K
Aljian Capital Management, LLC 0.18% Add +0.2% 3,502 $844K
Wealthspire Advisors, LLC 0.01% Add +4.2% 3,499 $843K
Minot DeBlois Advisors LLC 0.77% — 3,481 $839K
Equitable Holdings, Inc. 0.01% Add +10.4% 3,468 $835K
Burns J W & Co. Inc. 0.11% Reduce -0.9% 3,422 $824K
Pinnacle Wealth Management Advisory Group, LLC 0.08% Add +1.2% 3,414 $822K
Linden Thomas Advisory Services, LLC 0.10% Add +30.8% 3,395 $818K
Mission Wealth Management, LP 0.02% Reduce -24.5% 3,383 $815K
Lederer & Associates Investment Counsel 0.57% Reduce -13.9% 3,375 $813K
Mufg Securities Americas Inc. 0.11% — 3,352 $807K
Mitchell & Pahl Private Wealth, LLC 0.38% Reduce -4.2% 3,346 $806K
Scientech Research LLC 0.23% Reduce -44.4% 3,331 $802K
Tradition Wealth Management, LLC 0.07% Reduce -1.9% 3,326 $801K
Pinnacle Bancorp, Inc. 0.26% Reduce -4.9% 3,318 $799K
Centiva Capital, LP 0.03% Add +114.5% 3,314 $798K
Searle & Co. 0.23% No change 3,304 $796K
Villere St Denis J & Co. LLC 0.07% Reduce -1.1% 3,303 $796K
Apollon Wealth Management, LLC 0.02% Reduce -16.6% 3,292 $793K
Brighton Jones LLC 0.02% Add +13.4% 3,277 $789K
Strategic Advisors LLC 0.14% Add +7.1% 3,276 $789K
Stevens Capital Management LP 0.32% New 3,275 $789K
Davis R M Inc. 0.02% Add +0.6% 3,263 $786K
Ar Asset Management Inc. 0.18% No change 3,264 $786K
LVM Capital Management Ltd. 0.08% Reduce -3.5% 3,256 $784K
Soltis Investment Advisors LLC 0.07% Reduce -18.3% 3,236 $780K
Graypoint LLC 0.05% Add +1.4% 3,226 $777K
Wilson & Boucher Capital Management, LLC 0.54% Reduce -5.9% 3,188 $768K
NorthRock Partners, LLC 0.03% Add +1.3% 3,185 $767K
Evernest Financial Advisors, LLC 0.20% Add +20.4% 3,161 $761K
Checchi Capital Advisers, LLC 0.06% Reduce -0.2% 3,156 $760K
Bank of Stockton 0.23% Reduce -1.4% 3,123 $752K
Eastern Bank 0.01% Add +16.1% 3,121 $752K
Level Four Advisory Services, LLC 0.03% Add +7.2% 3,115 $750K
Qtron Investments LLC 0.11% No change 3,111 $749K
Transatlantique Private Wealth LLC 0.28% Add +9.2% 3,109 $749K
Waldron Private Wealth LLC 0.03% Add +0.3% 3,108 $749K
Gryphon Financial Partners LLC 0.11% Reduce -5.9% 3,051 $735K
Chesapeake Asset Management LLC 0.68% Add +11.4% 3,034 $731K
Financial Engines Advisors L.L.C. 0.00% Add +107.8% 3,031 $730K
JNBA Financial Advisors 0.07% Reduce -1.6% 3,018 $727K
Madison Asset Management, LLC 0.01% Reduce -11.0% 3,010 $725K
Madison Investment Advisors, LLC 0.01% — 3,010 $725K
Principal Securities, Inc. 0.02% Add +13.5% 2,983 $719K
Nixon Peabody Trust Co. 0.06% Reduce -5.4% 2,976 $717K
Frank, Rimerman Advisors LLC 0.05% Add +0.0% 2,973 $716K
Assetmark, Inc. 0.00% Add +9.2% 2,972 $716K
Geneos Wealth Management Inc. 0.03% Add +1.2% 2,958 $712K
Park National Corp. 0.03% Reduce -0.9% 2,953 $711K
Marcum Wealth, LLC 0.06% Reduce -0.1% 2,936 $707K
Sound View Wealth Advisors Group, LLC 0.06% Add +3.6% 2,900 $699K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.07% Reduce -15.2% 2,899 $698K
Connecticut Wealth Management, LLC 0.03% Reduce -10.8% 2,879 $694K
WMS Partners, LLC 0.04% Add +2.4% 2,875 $693K
Fullerton Fund Management Co Ltd. 0.02% Reduce -11.1% 2,871 $692K
Guardian Wealth Advisors, LLC / NC 0.06% Add +5.1% 2,864 $690K
Bank of New Hampshire 0.18% No change 2,859 $689K
Weik Capital Management 0.28% Reduce -2.2% 2,850 $687K
Gsa Capital Partners LLP 0.05% Add +63.4% 2,833 $682K
New Vernon Investment Management LLC 0.90% Reduce -79.4% 2,985 $681K
Stratos Wealth Partners, LTD. 0.01% Add +6.3% 2,804 $675K
LSV Asset Management 0.00% New 2,800 $674K
United Community Bank 0.26% Reduce -3.0% 2,796 $674K
Valtrion Capital Management, LLC 1.43% — 2,790 $672K
Compound Planning, Inc. 0.03% Add +14.1% 2,785 $671K
Brave Asset Management Inc. 0.21% No change 2,780 $670K
True Vision MN LLC 0.40% Reduce -2.4% 2,777 $669K
Penserra Capital Management LLC 0.01% Add +17.9% 2,778 $667K
Mendel Money Management 0.30% Reduce -1.9% 2,762 $665K
Baldwin Wealth Partners LLC 0.05% Reduce -0.3% 2,760 $665K
LVW Advisors, LLC 0.08% Reduce -0.0% 2,753 $663K
Syon Capital LLC 0.06% Reduce -3.9% 2,752 $663K
SkyOak Wealth, LLC 0.14% Add +0.2% 2,721 $655K
Ameritas Investment Partners, Inc. 0.02% Reduce -3.5% 2,712 $653K
Insigneo Advisory Services, LLC 0.07% Reduce -4.4% 2,698 $650K
Associated Banc-Corp 0.02% No change 2,695 $649K
Great Valley Advisor Group, Inc. 0.01% Reduce -4.0% 2,693 $649K
Coastal Bridge Advisors, LLC 0.16% Reduce -10.8% 2,690 $648K
Trust Asset Management LLC 0.05% No change 2,684 $647K
Daymark Wealth Partners, LLC 0.03% Add +0.1% 107,242 $645K
Clear Harbor Asset Management, LLC 0.05% Add +0.8% 2,643 $637K
Foundation Resource Management Inc. 0.11% Reduce -0.9% 2,640 $636K
Welch & Forbes LLC 0.01% Add +0.1% 2,625 $632K
Sugarloaf Wealth Management, LLC 0.12% No change 2,621 $631K
Farther Finance Advisors, LLC 0.02% Add +3.8% 2,604 $631K
Sageworth Trust Co of South Dakota 0.79% Reduce -9.8% 2,607 $628K
Cibc World Market Inc. 0.00% Reduce -98.0% 2,606 $628K
Legacy Financial Group LLC 0.10% New 2,606 $628K
Cozad Asset Management Inc. 0.06% No change 2,606 $628K
Stiles Financial Services Inc 0.23% Reduce -2.0% 2,602 $627K
Empower Advisory Group, LLC 0.00% Add +19.0% 2,598 $626K
Beverly Hills Private Wealth, LLC 0.13% Reduce -2.4% 2,596 $625K
Inlet Private Wealth, LLC 0.17% Reduce -18.8% 2,590 $624K
Orrstown Financial Services Inc. 0.17% Reduce -3.6% 2,589 $624K
Cidel Asset Management Inc. 0.04% Reduce -5.8% 2,588 $623K
Boston Trust Walden Corp 0.00% No change 2,586 $623K
Franklin Street Advisors Inc. 0.04% No change 2,579 $621K
Fox Run Management, L.L.C. 0.11% New 2,566 $618K
Wedbush Securities Inc. 0.02% Add +17.8% 2,564 $618K
First National Bank Sioux Falls 0.26% No change 2,549 $614K
Wedmont Private Capital 0.03% Add +8.7% 2,636 $613K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +3.9% 2,541 $612K
Journey Advisory Group, LLC 0.07% No change 3,010 $612K
Virtu Financial LLC 0.03% Reduce -85.0% 2,541 $612K
Quotient Wealth Partners, LLC 0.02% Reduce -22.7% 2,517 $606K
HTLF Bank 0.07% No change 2,513 $605K
Beacon Investment Advisors LLC 0.28% Add +0.0% 2,501 $603K
Finward Bancorp 0.52% — 2,500 $602K
Essex Bank 0.15% Add +0.3% 2,500 $602K
Jeppson Wealth Management, LLC 0.22% No change 2,490 $600K
Crestwood Advisors Group, LLC 0.01% Add +79.3% 2,484 $598K
Wooster Corthell Wealth Management, Inc. 0.13% New 2,461 $593K
Centaurus Financial, Inc. 0.04% Reduce -4.3% 2,440 $588K
Quad-Cities Investment Group, LLC 0.29% Add +12.4% 2,420 $583K
Foundations Investment Advisors, LLC 0.01% Add +16.9% 2,414 $582K
Harbour Capital Advisors, LLC 0.13% No change 2,390 $579K
Northcape Wealth Management, LLC 0.19% No change 2,400 $578K
Robinswood Financial LLC 0.22% No change 2,399 $578K
Alhambra Investment Management LLC 0.30% Reduce -1.0% 2,395 $577K
Modera Wealth Management, LLC 0.01% Add +29.8% 2,385 $575K
Transcend Capital Advisors, LLC 0.04% Reduce -3.9% 2,382 $574K
CWA Asset Management Group, LLC 0.03% Add +25.2% 2,367 $570K
Interchange Capital Partners, LLC 0.21% Reduce -3.1% 2,351 $566K
WFA Asset Management Corp 0.31% Add +0.5% 2,350 $566K
Salvus Wealth Management, LLC 0.36% Reduce -0.6% 2,349 $566K
Heritage Wealth Management, Inc. 0.19% No change 2,330 $561K
TCI Wealth Advisors, Inc. 0.05% Reduce -1.0% 2,327 $561K
Cigna Investments Inc. 0.10% Reduce -0.9% 2,315 $558K
LMCG Investments, LLC 0.03% Reduce -15.2% 2,315 $558K
Lake Street Advisors Group, LLC 0.03% Add +2.0% 2,306 $555K
Lebenthal Global Advisors, LLC 0.10% Add +164.4% 2,303 $555K
Opus Capital Group, LLC 0.07% Reduce -9.4% 2,299 $554K
Leavell Investment Management, Inc. 0.03% No change 2,296 $553K
Sky Investment Group LLC 0.10% Reduce -10.7% 2,291 $552K
Moody LYNN Lieberson & Walker, LLC 0.03% Add +0.3% 2,290 $552K
Independent Financial Group, LLC 0.02% New 2,285 $550K
1620 Investment Advisors, Inc. 0.42% New 2,271 $547K
City State Bank 0.19% Reduce -0.9% 2,266 $546K
River Wealth Advisors LLC 0.07% Reduce -12.4% 2,260 $544K
Avantax Planning Partners, Inc. 0.02% Add +3.4% 2,237 $539K
Impact Partnership Wealth, LLC 0.11% New 2,235 $538K
Michael A. Dubis Financial Planning, LLC 0.52% — 2,222 $535K
Bank of Hawaii 0.03% Reduce -8.5% 2,219 $535K
Steel Grove Capital Advisors, LLC 0.08% No change 2,217 $534K
Trueblood Wealth Management, LLC 0.26% Add +21.9% 2,203 $531K
SouthState Bank Corp 0.03% No change 2,202 $530K
Florida Trust Wealth Management Co 0.02% Add +2.2% 2,196 $529K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Add +32.5% 2,175 $524K
Williams Jones Wealth Management, LLC. 0.01% Reduce -2.0% 2,163 $521K
Flynn Zito Capital Management, LLC 0.24% No change 2,159 $520K
Smartleaf Asset Management LLC 0.05% Add +25.7% 2,159 $518K
Oxford Asset Management LLP 0.24% New 2,132 $514K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% Reduce -2.6% 2,129 $513K
Keystone Financial Group 0.05% No change 2,117 $510K
Rockland Trust Co. 0.03% Reduce -1.0% 2,107 $508K
Lifeworks Advisors, LLC 0.09% Reduce -7.8% 2,106 $507K
SeaCrest Wealth Management, LLC 0.05% Add +0.9% 2,093 $504K
Caisse Des Depots Et Consignations 0.02% — 2,091 $504K
Reliant Investment Partners, LLC 0.45% — 2,085 $502K
Aigen Investment Management, LP 0.09% New 2,081 $501K
Ledyard National Bank 0.05% Add +0.3% 2,074 $500K
Appleton Partners Inc. 0.04% Reduce -4.5% 2,067 $498K
Mutual Advisors, LLC 0.01% Add +6.8% 2,054 $498K
Fortis Group Advisors, LLC 0.09% Add +0.4% 2,061 $497K
Diligent Investors, LLC 0.11% No change 2,056 $495K
International Assets Investment Management, LLC 0.04% Reduce -8.0% 2,044 $492K
Arax Advisory Partners 0.03% Reduce -7.6% 2,041 $492K
PFG Advisors 0.03% Add +3.2% 2,038 $491K
Bryce Point Capital, LLC 0.14% — 2,032 $489K
Tradewinds Capital Management, LLC 0.13% Reduce -1.3% 2,030 $489K
Integrated Advisors Network LLC 0.02% Reduce -0.1% 2,024 $487K
Plante Moran Financial Advisors, LLC 0.04% Reduce -0.2% 2,019 $486K
Mark Sheptoff Financial Planning, LLC 0.26% No change 2,015 $485K
Parr McKnight Wealth Management Group, LLC 0.07% — 2,013 $485K
Valley Brook Capital Group, Inc. 0.36% No change 1,993 $480K
Sax Wealth Advisors, LLC 0.04% New 1,989 $479K
Kenora Financial, LLC 0.19% No change 1,988 $479K
Defined Wealth Management, LLC 0.32% Add +0.5% 1,987 $479K
NWF Advisory Services Inc. 0.07% New 1,982 $477K
Moneco Advisors, LLC 0.05% Add +1.5% 1,981 $477K
Advisors Capital Management, LLC 0.01% Add +17.4% 1,979 $477K
Patrick M Sweeney & Associates, Inc. 0.36% No change 1,974 $476K
Seamount Financial Group Inc. 0.33% Reduce -8.6% 1,969 $474K
Larson Financial Group LLC 0.02% Reduce -10.9% 1,967 $474K
Athena Investment Management 0.27% No change 1,963 $473K
Mather Group, Llc. 0.01% Add +0.6% 1,959 $472K
Whalerock Point Partners, LLC 0.11% No change 1,952 $470K
Chicago Partners Investment Group LLC 0.02% Add +16.0% 1,930 $468K
Marco Investment Management LLC 0.04% Reduce -0.1% 1,944 $468K
Northeast Investment Management 0.02% No change 1,942 $468K
Flagship Harbor Advisors, LLC 0.02% Reduce -1.0% 1,939 $467K
Bearing Point Capital, LLC 0.10% — 1,935 $466K
Oberweis Asset Management Inc./ 0.02% Reduce -2.5% 1,933 $466K
Eagle Harbor Asset Management Inc. 0.46% Add +3.9% 1,927 $464K
Johnson Financial Group, Inc. 0.02% Reduce -11.6% 1,884 $462K
Schechter Investment Advisors, LLC 0.04% Reduce -20.2% 1,917 $462K
Spinnaker Trust 0.03% No change 1,905 $459K
First National Corp. /Ma/ 0.10% Add +0.3% 1,894 $456K
Parkside Financial Bank & Trust 0.06% Add +4.7% 1,890 $455K
Veracity Capital LLC 0.17% Add +1.4% 1,890 $455K
Longfellow Investment Management Co. LLC 0.12% Reduce -6.0% 1,885 $454K
HUB Investment Partners, LLC 0.02% Reduce -9.0% 1,875 $452K
Stockman Wealth Management, Inc. 0.07% No change 1,862 $449K
Elevation Point Wealth Partners, LLC 0.04% Add +7.9% 1,860 $448K
Cahaba Wealth Management, Inc. 0.04% Add +0.2% 1,856 $447K
Sylvest Advisors, LLC 0.27% — 1,837 $443K
Central Valley Advisors, LLC 0.20% Add +0.1% 1,832 $441K
Howland Capital Management LLC 0.02% Reduce -20.3% 1,831 $441K
PDS Planning, Inc 0.04% Add +4.1% 1,821 $439K
Mountain Pacific Investment Advisers LLC 0.03% No change 1,820 $438K
Peak Asset Management, LLC 0.08% No change 1,814 $437K
Donaldson Capital Management, LLC 0.02% Reduce -1.9% 1,813 $437K
Edgestream Partners, L.P. 0.02% Reduce -77.8% 1,809 $436K
Bridgefront Capital, LLC 0.15% New 1,798 $433K
Callan Family Office, LLC 0.03% New 1,785 $430K
Evergreen Capital Management LLC 0.01% Reduce -10.4% 1,784 $430K
CSS LLC 0.08% New 1,780 $429K
Blueshift Asset Management, LLC 0.16% Reduce -52.2% 1,779 $429K
Drive Wealth Management, LLC 0.10% Add +0.8% 1,774 $427K
AdvisorNet Financial, Inc 0.04% Add +1.4% 1,772 $427K
Clarius Group, LLC 0.03% Reduce -1.2% 1,772 $427K
Moneta Group Investment Advisors LLC 0.01% Add +3.0% 1,770 $426K
First American Trust, FSB 0.04% Reduce -7.8% 1,763 $425K
Unigestion Holding SA 0.02% No change 1,758 $423K
Cornerstone Wealth Management, LLC 0.03% Add +7.8% 1,755 $423K
Dana Investment Advisors, Inc. 0.01% Reduce -2.1% 1,747 $421K
Wesbanco Bank Inc. 0.01% Reduce -36.4% 1,745 $420K
Total Wealth Planning & Management, Inc. 0.41% — 1,736 $418K
Freestone Grove Partners LP 0.01% — 1,730 $417K
Stegent Equity Advisors, Inc. 0.42% Reduce -1.3% 1,729 $416K
Robertson Stephens Wealth Management, LLC 0.01% Add +7.9% 1,727 $416K
Pavion Blue Capital, LLC 0.20% No change 1,724 $415K
Evermay Wealth Management LLC 0.06% No change 1,720 $414K
Severin Investments, LLC 0.41% — 1,714 $413K
Prime Capital Investment Advisors, LLC 0.01% Add +1.4% 1,709 $412K
Neville Rodie & Shaw Inc. 0.03% No change 1,700 $410K
Mechanics Bank Trust Department 0.05% No change 1,700 $410K
Bfsg, LLC 0.05% Reduce -2.3% 1,699 $409K
UNIVEST FINANCIAL Corp 0.03% No change 1,695 $408K
Baron Wealth Management LLC 0.19% Add +22.7% 1,692 $408K
Bryn Mawr Trust Advisors, LLC 0.02% Add +7.6% 1,692 $408K
Nwam LLC 0.03% Reduce -3.3% 1,689 $407K
Catalina Capital Group, LLC 0.13% Add +6.1% 1,686 $406K
Destination Wealth Management 0.01% Reduce -0.2% 1,683 $405K
United Advisor Group, LLC 0.08% Add +25.1% 1,674 $403K
Sawgrass Asset Management LLC 0.04% Reduce -6.3% 1,670 $402K
Bar Harbor Wealth Management 0.03% Reduce -0.5% 1,658 $399K
Glen Eagle Advisors, LLC 0.07% No change 1,655 $399K
Proficio Capital Partners LLC 0.03% New 1,655 $399K
Ascentis Independent Advisors 0.08% Reduce -16.8% 1,648 $397K
Thomasville National Bank 0.03% Reduce -1.4% 1,647 $397K
Canandaigua National Trust Co of Florida 0.31% Reduce -0.5% 1,638 $395K
AGH Wealth Advisors, LLC 0.36% — 1,635 $394K
Global View Capital Management LLC 0.14% — 1,634 $394K
Fiduciary Group, LLC 0.04% No change 1,633 $393K
Global Retirement Partners, LLC 0.01% Reduce -7.4% 1,629 $392K
ForthRight Wealth Management, LLC 0.13% Reduce -1.9% 1,629 $392K
Brookstone Capital Management 0.01% Add +13.2% 1,628 $392K
PrairieView Partners, LLC 0.04% Add +4.8% 1,625 $391K
Florida Financial Advisors, LLC 0.17% Reduce -1.0% 1,620 $390K
Harvest Fund Management Co., Ltd 0.02% Add +206.4% 1,615 $389K
Novem Group 0.06% — 1,609 $388K
Schmidt P J Investment Management Inc. 0.07% No change 1,605 $387K
Wealthcare Advisory Partners LLC 0.01% Add +19.0% 1,589 $383K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 1,582 $381K
West Family Investments, Inc. 0.13% Reduce -1.1% 1,580 $381K
Somerville Kurt F 0.06% No change 1,575 $379K
Colonial Trust Co / SC 0.06% Add +6.9% 1,567 $377K
Burke & Herbert Bank & Trust Co. 0.09% No change 1,562 $376K
Simon Quick Advisors, LLC 0.02% Add +9.2% 1,551 $374K
Dynamic Technology Lab Private Ltd 0.06% Reduce -67.2% 1,550 $373K
Bremer Bank National Association 0.07% Reduce -0.7% 1,540 $371K
Pallas Capital Advisors LLC 0.02% Add +7.9% 1,540 $371K
Renaissance Group LLC 0.02% Reduce -1.9% 1,539 $371K
Monument Capital Management 0.10% Add +17.3% 1,536 $370K
Sandy Spring Bank 0.01% Add +6.2% 1,533 $369K
Blake Schutter Theil Wealth Advisors, LLC 0.39% No change 1,531 $369K
Smith, Moore & Co. 0.03% Reduce -6.7% 1,525 $367K
Boston Family Office LLC 0.03% No change 1,525 $367K
McKinley Carter Wealth Services, Inc. 0.02% No change 1,516 $365K
G2 Capital Management, LLC / Oh 0.11% No change 1,516 $365K
State of Wyoming 0.05% Add +80.7% 1,512 $364K
World Investment Advisors 0.01% Reduce -29.5% 1,510 $364K
Kingswood Wealth Advisors, LLC 0.03% Reduce -73.8% 1,510 $364K
West Coast Financial LLC 0.04% No change 1,509 $364K
Capital Investment Advisors, LLC 0.01% Add +7.1% 1,509 $363K
Wellington Shields & Co., LLC 0.11% No change 1,508 $363K
Versor Investments LP 0.06% Reduce -49.9% 1,506 $363K
Randolph Co Inc 0.04% No change 1,503 $362K
Aspen Investment Management Inc 0.17% Reduce -1.2% 1,504 $362K
Howard Capital Management, LLC 0.01% Add +5.0% 1,501 $362K
Sagespring Wealth Partners, LLC 0.01% — 1,499 $361K
Premier Path Wealth Partners, LLC 0.06% Add +0.9% 1,498 $361K
All Terrain Financial Advisors, LLC 0.14% No change 1,495 $360K
Wealthstar Advisors, LLC 0.16% — 1,491 $359K
Farmers Trust Co. 0.07% Add +0.2% 1,484 $357K
Manchester Capital Management LLC 0.04% Reduce -1.7% 1,465 $353K
Simmons Bank 0.03% Add +7.3% 1,465 $353K
DRW Securities, LLC 0.02% New 1,461 $352K
Tiemann Investment Advisors, LLC 0.16% No change 1,460 $352K
Fairhaven Wealth Management, LLC 0.11% Add +0.8% 1,456 $351K
Bridgewealth Advisory Group, LLC 0.10% New 1,439 $350K
MKT Advisors LLC 0.15% No change 1,459 $349K
Hilltop National Bank 0.10% Reduce -0.5% 1,447 $349K
Medallion Wealth Advisors, LLC 0.17% — 1,311 $347K
AE Wealth Management LLC 0.00% Add +18.6% 1,437 $346K
4WEALTH Advisors, Inc. 0.35% — 1,432 $345K
Jefferies Financial Group Inc. 0.00% Reduce -91.0% 1,428 $344K
Measured Wealth Private Client Group, LLC 0.11% New 1,424 $343K
Summit Financial, LLC 0.01% Reduce -20.2% 1,420 $342K
Calamos Wealth Management LLC 0.02% Add +0.9% 1,414 $341K
Knollwood Investment Advisory, LLC 0.04% No change 1,412 $340K
Schnieders Capital Management LLC 0.07% New 1,410 $340K
Fisher Asset Management 0.00% Add +48.8% 1,405 $339K
Advisory Alpha, LLC 0.01% New 1,404 $338K
Avior Wealth Management, LLC 0.01% Add +15.2% 1,400 $337K
Woodmont Investment Counsel LLC 0.02% Reduce -8.2% 1,396 $336K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.08% No change 1,394 $336K
St Germain D J Co. Inc. 0.02% Add +20.0% 1,393 $336K
Cornell Pochily Investment Advisors, Inc. 0.12% Reduce -7.2% 1,391 $335K
Dearborn Partners LLC 0.01% Add +0.1% 1,388 $334K
Henrickson Nauta Wealth Advisors, Inc. 0.14% No change 1,384 $333K
Legal Advantage Investments, Inc. 0.18% Add +37.9% 1,379 $332K
Csenge Advisory Group 0.02% Reduce -12.8% 1,378 $332K
Advus Financial Partners, LLC 0.09% No change 1,377 $332K
Cobblestone Capital Advisors LLC 0.02% No change 1,374 $331K
BLB&B Advisors, LLC 0.02% Reduce -0.2% 1,374 $331K
Legacy Private Trust Co. 0.02% Reduce -14.7% 1,368 $330K
Quent Capital, LLC 0.03% Add +3.3% 1,363 $328K
NBT Bank, N.A. 0.02% Reduce -6.8% 1,361 $328K
Great Waters Wealth Management 0.04% Add +0.3% 1,357 $327K
Obermeyer Wealth Partners 0.02% Add +32.9% 1,346 $324K
First Nebraska Trust Co 0.03% No change 1,345 $324K
SPC Financial, Inc. 0.03% Add +8.8% 1,340 $323K
Global Trust Asset Management, LLC 0.12% Add +17.2% 1,334 $321K
Strategic Financial Services, Inc. 0.02% No change 1,332 $321K
Fiduciary Financial Group, LLC 0.07% Reduce -4.2% 1,380 $321K
New Hampshire Trust 0.07% Reduce -2.5% 1,321 $318K
Avestar Capital, LLC 0.03% Add +12.9% 1,320 $318K
TrinityPoint Wealth, LLC 0.04% Reduce -1.3% 1,318 $317K
Old Port Advisors 0.09% Reduce -0.1% 1,317 $317K
Stonehaven Wealth & Tax Solutions, LLC 0.34% — 1,310 $316K
Van Strum & Towne Inc. 0.11% No change 1,304 $314K
Windsor Capital Management, LLC 0.09% Reduce -5.3% 1,303 $314K
NDVR, Inc. 0.30% Add +6.1% 1,301 $313K
SYM FINANCIAL Corp 0.04% Add +8.3% 1,299 $313K
Point72 (DIFC) Ltd 0.03% Reduce -76.9% 1,298 $313K
Delta Asset Management LLC 0.03% No change 1,296 $312K
Eagle Ridge Investment Management 0.03% No change 1,291 $311K
Advisor OS, LLC 0.04% Reduce -4.3% 1,287 $310K
Live Oak Private Wealth LLC 0.05% No change 1,286 $310K
Northwest Quadrant Wealth Management, LLC 0.07% Reduce -3.0% 1,284 $309K
Busey Bank 0.01% Reduce -7.7% 1,277 $308K
Brooklyn Investment Group 0.09% Add +1.3% 1,271 $306K
Scotia Capital Inc. 0.00% New 1,270 $306K
Rwa Wealth Partners, LLC 0.00% Reduce -5.8% 1,267 $305K
ICONIQ Capital, LLC 0.00% New 1,266 $305K
Oakworth Capital, Inc. 0.02% Reduce -12.2% 1,264 $304K
MFA Wealth Services 0.24% — 1,264 $304K
Nestegg Advisors, Inc. 0.31% — 1,202 $302K
Slocum, Gordon & Co LLP 0.25% No change 1,250 $301K
Caldwell Sutter Capital, Inc. 0.14% Add +0.4% 1,249 $301K
Santori & Peters, Inc. 0.11% No change 1,236 $298K
Plancorp, LLC 0.01% New 1,236 $298K
Arkadios Wealth Advisors 0.02% Reduce -1.6% 1,235 $298K
Segment Wealth Management, LLC 0.02% No change 1,234 $297K
Wealth Effects LLC 0.11% Reduce -5.8% 1,230 $296K
Liberty Capital Management, Inc. 0.07% No change 1,230 $296K
Everpar Advisors LLC 0.15% Add +7.0% 1,227 $296K
Mayfair Advisory Group, LLC 0.17% Add +0.3% 1,223 $294K
Sage Rhino Capital LLC 0.06% Reduce -0.5% 1,221 $294K
Laffer Tengler Investments, Inc. 0.07% No change 1,217 $293K
Advisors Management Group Inc. 0.07% Reduce -2.4% 1,218 $293K
Ariston Services Group 0.25% Reduce -0.3% 1,212 $292K
Hudson Portfolio Management LLC 0.29% Add +25.4% 1,210 $291K
Wealth Architects, LLC 0.03% Reduce -1.1% 1,210 $291K
Apella Capital, LLC 0.01% Add +0.4% 1,207 $291K
Patten & Patten Inc. 0.02% Add +18.7% 1,201 $289K
Enhancing Capital LLC 0.23% — 1,200 $289K
Cape Ann Savings Bank 0.17% No change 1,200 $289K
Builder Investment Group Inc. 0.08% No change 1,200 $289K
Means Investment Co., Inc. 0.03% No change 1,198 $289K
GTS Securities LLC 0.01% New 1,194 $288K
Harbour Investments, Inc. 0.01% Add +3.4% 1,190 $287K
Investors Research Corp 0.06% Reduce -14.0% 1,186 $286K
Caldwell Trust Co 0.03% Reduce -0.2% 1,186 $286K
Sunbelt Securities, Inc. 0.03% Reduce -7.0% 1,191 $286K
D'Orazio & Associates, Inc. 0.04% New 1,185 $285K
CRA Financial Services, LLC 0.05% Reduce -2.5% 1,184 $285K
Earnest Partners LLC 0.00% Reduce -3.0% 1,178 $284K
Evoke Wealth, LLC 0.01% New 1,172 $282K
Rathbones Group PLC 0.00% No change 1,166 $281K
Mach-1 Financial Group, LLC 0.51% No change 1,164 $280K
MassMutual Private Wealth & Trust, FSB 0.01% Add +106.9% 1,163 $280K
Dynamic Wealth Strategies, LLC 0.25% Add +0.1% 1,162 $280K
Sippican Capital Advisors 0.20% No change 1,161 $280K
Wealthspan Partners, LLC 0.13% No change 1,161 $280K
Gries Financial LLC 0.05% Add +22.0% 1,158 $279K
Onyx Bridge Wealth Group LLC 0.04% Add +0.1% 1,157 $279K
Flagship Wealth Advisors, LLC 0.16% — 1,154 $278K
Willner & Heller, LLC 0.24% Add +0.4% 1,151 $277K
Aster Capital Management (DIFC) Ltd 0.11% Reduce -37.6% 1,150 $277K
Catalyst Financial Partners LLC 0.05% Add +3.1% 1,149 $277K
Revolve Wealth Partners, LLC 0.04% New 1,146 $276K
Mystic Asset Management, Inc. 0.07% Add +5.7% 1,146 $276K
EagleClaw Capital Managment, LLC 0.04% No change 1,146 $276K
Keystone Financial Group, Inc. 0.22% — 1,140 $275K
Legacy Financial Advisors, Inc. 0.05% Add +9.7% 1,138 $274K
Aaron Wealth Advisors LLC 0.03% Add +17.6% 1,130 $272K
Central Pacific Bank - Trust Division 0.04% Reduce -7.9% 1,122 $270K
JFS Wealth Advisors, LLC 0.02% No change 1,119 $270K
Marino, Stram & Associates LLC 0.06% Add +5.4% 1,118 $269K
CI Investments Inc. 0.00% Reduce -81.8% 1,118 $269K
Capital Advisory Group Advisory Services, LLC 0.10% Reduce -1.4% 1,116 $269K
Sloy Dahl & Holst, LLC 0.03% No change 1,114 $268K
Farmers & Merchants Investments Inc. 0.01% No change 1,108 $267K
Five Oceans Advisors 0.12% Reduce -16.0% 1,103 $266K
Anchor Investment Management, LLC 0.02% Reduce -0.5% 1,103 $266K
Blume Capital Management, Inc. 0.06% No change 1,100 $265K
Stratos Wealth Advisors, LLC 0.01% Reduce -5.0% 1,098 $265K
Alpha Cubed Investments, LLC 0.01% Add +0.7% 1,096 $264K
Childress Capital Advisors, LLC 0.07% Add +1.6% 1,094 $263K
Fidelis Capital Partners, LLC 0.03% Add +6.9% 1,075 $263K
Sterling Capital Management LLC 0.00% Reduce -41.0% 1,085 $261K
Curi Capital, LLC 0.01% Reduce -44.8% 1,083 $261K
Charles Schwab Trust Co 0.02% Add +1.1% 1,081 $260K
Voya Financial Advisors, Inc. 0.03% Reduce -1.3% 1,082 $260K
Aprio Wealth Management, LLC 0.04% Add +10.4% 1,075 $259K
First Affirmative Financial Network 0.15% Reduce -19.4% 1,073 $259K
Canvas Wealth Advisors, LLC 0.06% Reduce -4.8% 1,071 $258K
Baxter Bros Inc. 0.03% No change 1,071 $258K
Centennial Bank 0.12% No change 1,066 $257K
Milestone Asset Management Group, LLC 0.23% — 1,066 $257K
Key Financial Inc 0.06% No change 1,065 $257K
Beacon Investment Advisory Services, Inc. 0.01% No change 1,065 $257K
Pettee Investors, Inc. 0.13% No change 1,059 $255K
Ellevest, Inc. 0.01% Add +8.1% 1,054 $254K
Legacy Trust 0.06% Reduce -12.0% 1,051 $253K
RiverFront Investment Group, LLC 0.01% New 1,046 $252K
Altfest L J & Co. Inc. 0.03% Add +0.5% 1,044 $252K
Strait & Sound Wealth Management LLC 0.12% Reduce -15.1% 1,043 $251K
Confluence Wealth Services, Inc. 0.02% Add +16.1% 1,038 $251K
JARISLOWSKY, FRASER Ltd 0.00% Reduce -0.3% 1,040 $251K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 1,036 $250K
Financial Advocates Investment Management 0.01% Add +6.0% 1,033 $249K
Rehmann Capital Advisory Group 0.02% Add +3.6% 1,030 $248K
OneAscent Financial Services LLC 0.02% New 1,024 $247K
Crews Bank & Trust 0.04% — 1,024 $247K
Leigh Baldwin & Co., LLC 0.21% — 1,024 $247K
HCR Wealth Advisors 0.03% No change 1,023 $246K
Trust Point Inc. 0.02% Reduce -0.9% 1,022 $246K
McLean Asset Management Corp 0.07% Add +3.0% 1,022 $246K
Greenup Street Wealth Management LLC 0.05% Reduce -1.1% 1,022 $246K
Wedgewood Investors Inc. 0.29% No change 1,020 $246K
Sageworth Trust Co 0.02% Add +1.8% 1,016 $245K
Callan Capital, LLC 0.02% Add +0.2% 1,016 $245K
Old Mission Investment Co LLC 0.07% No change 1,013 $244K
Breakwater Capital Group 0.05% Reduce -0.2% 1,011 $244K
CHICAGO TRUST Co NA 0.04% No change 1,009 $243K
Magnus Financial Group LLC 0.02% Add +2.2% 1,006 $242K
Templeton & Phillips Capital Management, LLC 0.19% No change 1,005 $242K
Ruggaard & Associates LLC 0.11% Add +0.4% 1,004 $242K
Next Capital Management LLC 0.10% No change 1,004 $242K
Secured Retirement Advisors, LLC 0.14% Add +8.1% 1,001 $241K
Quantum Financial Advisors, LLC 0.04% No change 1,001 $241K
Focused Wealth Management, Inc 0.03% Add +5.7% 1,001 $241K
Red Wave Investments LLC 0.08% No change 1,000 $241K
Schaper Benz & Wise Investment Counsel Inc. 0.02% No change 1,000 $241K
Mill Capital Management, LLC 0.02% No change 1,000 $241K
Financial Council, LLC 0.12% No change 994 $239K
Bragg Financial Advisors, Inc 0.01% Reduce -4.3% 992 $239K
Prosperity Consulting Group, LLC 0.02% Add +9.3% 991 $239K
Legacy Edge Advisors, LLC 0.04% No change 992 $238K
Sfmg, LLC 0.02% No change 986 $238K
Global Strategic Investment Solutions, LLC 0.03% No change 985 $237K
Perpetual Ltd 0.00% No change 984 $237K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.14% — 980 $236K
Sovereign Financial Group, Inc. 0.05% Reduce -0.6% 980 $236K
New Wave Wealth Advisors LLC 0.10% Reduce -4.9% 979 $236K
Ti-Trust, Inc. 0.16% Add +0.6% 976 $235K
WASHINGTON TRUST Co 0.01% Reduce -0.1% 969 $233K
Pin Oak Investment Advisors Inc. 0.21% No change 997 $233K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 875 $233K
Sage Mountain Advisors LLC 0.02% New 965 $232K
Tortoise Investment Management, LLC 0.02% Add +0.1% 961 $231K
Zacks Investment Management 0.00% Add +1.1% 953 $230K
GWN Securities Inc. 0.06% — 949 $230K
Core Alternative Capital 0.05% No change 949 $229K
Tritonpoint Wealth, LLC 0.02% Add +3.2% 948 $228K
Edmp, Inc. 0.22% No change 945 $228K
Humankind Investments LLC 0.06% Reduce -11.9% 944 $227K
Brendel Financial Advisors LLC 0.14% No change 944 $227K
Valmark Advisers, Inc. 0.00% Add +5.4% 940 $226K
Good Life Advisors, LLC 0.02% Reduce -44.2% 935 $225K
Penn Davis McFarland Inc. 0.02% No change 933 $225K
Alteri Wealth LLC 0.06% — 930 $224K
Stokes Family Office, LLC 0.02% New 929 $224K
Trustmark Bank Trust Department 0.02% New 929 $224K
SRN Advisors, LLC 0.20% New 922 $222K
Madrona Financial Services, LLC 0.06% Add +1.3% 921 $222K
Community Financial Services Group, LLC 0.04% No change 918 $221K
Somerset Trust Co 0.08% Add +5.2% 918 $221K
BNC Wealth Management, LLC 0.07% Add +0.1% 917 $221K
One Wealth Advisors, LLC 0.03% Reduce -3.0% 915 $220K
Highland Capital Management, LLC 0.01% No change 915 $220K
MV Capital Management, Inc. 0.02% Reduce -0.2% 914 $220K
Ironwood Financial, llc 0.05% No change 911 $219K
D L Carlson Investment Group Inc. 0.04% Add +1.4% 911 $219K
Narus Financial Partners, LLC 0.07% No change 910 $219K
Convergence Investment Partners, LLC 0.05% Reduce -1.0% 906 $218K
Salem Investment Counselors Inc. 0.01% Add +5.1% 905 $218K
Fiduciary Alliance LLC 0.02% New 905 $218K
First Financial Bank - Trust Division 0.02% Reduce -0.2% 904 $218K
Retirement Planning Group, LLC 0.01% Add +4.5% 900 $217K
Linscomb Wealth, Inc. 0.01% No change 896 $216K
Alpha DNA Investment Management LLC 0.12% Reduce -18.4% 885 $213K
Great Diamond Partners, LLC 0.06% Reduce -7.9% 884 $213K
Intrua Financial, LLC 0.03% Reduce -40.0% 884 $213K
Diversify Wealth Management, LLC 0.02% New 914 $212K
Cannell & Spears LLC 0.00% Add +0.2% 880 $212K
Family Firm, Inc. 0.05% No change 877 $211K
Meridian Wealth Management, LLC 0.01% New 877 $211K
Oarsman Capital, Inc. 0.04% No change 877 $211K
Carr Financial Group Corp 0.07% Add +0.1% 877 $211K
Fairfield, Bush & Co. 0.12% No change 876 $211K
Paces Ferry Wealth Advisors, LLC 0.10% Reduce -2.0% 873 $210K
L2 Asset Management, LLC 0.05% Reduce -4.2% 867 $209K
Castle Rock Wealth Management, LLC 0.05% Reduce -8.6% 876 $209K
Allianz SE 0.01% No change 870 $209K
Naviter Wealth, LLC 0.03% No change 866 $209K
Phillips Financial Management, LLC 0.02% New 865 $208K
Valtinson Bruner Financial Planning LLC 0.07% No change 863 $208K
Colonial River Investments, LLC 0.10% New 863 $208K
Edge Capital Group, LLC 0.01% New 863 $208K
Security National Bank of So Dak 0.12% Reduce -1.1% 860 $207K
Pflug Koory, LLC 0.01% No change 860 $207K
bLong Financial, LLC 0.17% — 860 $207K
Bison Wealth, LLC 0.05% Reduce -42.4% 859 $207K
Freedom Financial Partners LLC 0.10% — 859 $207K
Sentry Investment Management LLC 0.10% Reduce -14.0% 857 $206K
Lodestar Private Asset Management LLC 0.03% Reduce -2.8% 855 $206K
First Western Trust Bank 0.01% New 854 $206K
SageView Advisory Group, LLC 0.01% New 851 $205K
Ashton Thomas Securities, LLC 0.06% Add +27.1% 849 $205K
Fiera Capital Corp 0.00% New 851 $205K
AlphaCore Capital LLC 0.04% New 850 $205K
Thrive Wealth Management, LLC 0.04% New 850 $205K
Ridgecrest Wealth Partners, LLC 0.11% Reduce -58.9% 849 $205K
Keel Point, LLC 0.02% New 846 $204K
First Community Trust NA 0.15% No change 845 $204K
Walleye Capital LLC 0.00% Reduce -51.4% 845 $204K
Personal Cfo Solutions, LLC 0.04% Reduce -2.6% 845 $204K
Strategic Wealth Partners, Ltd. 0.02% New 836 $203K
Horizons Wealth Management 0.16% No change 843 $203K
Global Financial Private Client, LLC 0.08% Add +1.1% 843 $203K
Rovin Capital /Ut/ 0.07% New 844 $203K
Journey Strategic Wealth LLC 0.01% New 842 $203K
ORG Partners LLC 0.03% Add +119.8% 842 $203K
Fortitude Advisory Group L.L.C. 0.12% New 840 $202K
Tilia Fiduciary Partners, Inc. 0.14% Reduce -2.7% 838 $202K
Wealth Quarterback LLC 0.09% Reduce -13.0% 837 $202K
Voleon Capital Management LP 0.01% — 836 $201K
Biltmore Family Office, LLC 0.03% New 834 $201K
Pure Financial Advisors, LLC 0.00% New 832 $200K
Valley National Advisers Inc. 0.04% No change 829 $199K
Mowery & Schoenfeld Wealth Management, LLC 0.38% Add +17.3% 806 $194K
Logan Capital Management Inc. 0.01% Reduce -15.8% 800 $193K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Add +0.3% 799 $192K
CNB Bank 0.09% No change 794 $191K
Addison Advisors LLC 0.05% Reduce -3.1% 777 $187K
GeoWealth Management, LLC 0.01% Reduce -10.6% 776 $187K
Vermillion Wealth Management, Inc. 0.09% — 761 $183K
Tompkins Financial Corp. 0.02% No change 759 $183K
Citizens National Bank Trust Department 0.04% No change 750 $181K
Brown Brothers Harriman & Co. 0.00% Add +32.6% 744 $179K
Field & Main Bank 0.06% No change 743 $179K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 700 $176K
EverSource Wealth Advisors, LLC 0.01% Add +7.0% 717 $173K
Fairscale Capital, LLC 0.14% No change 679 $164K
Clean Yield Group 0.05% No change 671 $162K
Stonebridge Financial Group, LLC 0.02% — 670 $161K
Bruce G. Allen Investments, LLC 0.13% Reduce -0.5% 650 $157K
Eagle Bay Advisors LLC 0.10% Reduce -19.7% 649 $156K
Grove Bank & Trust 0.02% Add +57.5% 644 $155K
City Holding Co. 0.02% Add +36.1% 641 $154K
AlphaQuest LLC 0.02% Reduce -63.3% 637 $153K
Cromwell Holdings LLC 0.09% No change 631 $152K
Adirondack Trust Co. 0.06% No change 630 $152K
Legacies Wealth LLC 0.12% No change 628 $151K
Heritage Wealth Advisors 0.01% Reduce -38.8% 626 $151K
Jackson, Grant Investment Advisers, Inc. 0.06% Add +0.2% 618 $149K
GPS Wealth Strategies Group, LLC 0.02% Add +0.2% 614 $148K
Estabrook Capital Management 0.02% Reduce -0.7% 606 $146K
Cary Street Partners Investment Advisory LLC 0.10% Reduce -93.0% 605 $146K
Spurstone Advisory Services, LLC 2.73% — 596 $144K
Bray Capital Advisors 0.04% No change 596 $144K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +27.1% 549 $132K
CGC Financial Services, LLC 0.05% No change 536 $129K
Deseret Mutual Benefit Administrators 0.06% Reduce -8.2% 527 $127K
SRH Advisors, LLC 0.04% No change 515 $124K
Venturi Wealth Management, LLC 0.01% Add +63.3% 508 $122K
Indiana Trust & Investment Management Co 0.04% No change 507 $122K
Caitong International Asset Management Co., Ltd 0.12% — 505 $122K
Hager Investment Management Services, LLC 0.08% — 500 $120K
Tanglewood Legacy Advisors, LLC 0.05% No change 500 $120K
Beaird Harris Wealth Management, LLC 0.01% No change 500 $120K
Evelyn Partners Investment Management LLP 0.00% — 500 $120K
S.A. Mason LLC 0.06% No change 465 $112K
Financial Freedom, LLC 0.06% Reduce -14.4% 464 $112K
Atlas Capital Advisors Inc. 0.01% No change 460 $111K
CVA Family Office, LLC 0.02% Add +7.0% 442 $106K
TCTC Holdings, LLC 0.00% Reduce -6.8% 437 $105K
Towne Trust Company, N.A 0.04% No change 420 $101K
Tobam 0.03% Add +1.4% 421 $101K
Hemington Wealth Management 0.02% Add +16.9% 414 $99K
Covestor Ltd 0.06% Add +28.3% 399 $96K
Harbor Investment Advisory, LLC 0.01% No change 398 $96K
Trifecta Capital Advisors, LLC 0.02% No change 372 $90K
First United Bank & Trust 0.03% No change 364 $88K
Catalyst Capital Advisors LLC 0.00% Add +71.2% 363 $87K
First Financial Corp. 0.04% No change 351 $85K
SBI Securities Co., Ltd. 0.00% — 345 $83K
Washington Trust Advisors, Inc. 0.01% Add +0.3% 344 $83K
Rogco, LP 0.03% No change 343 $83K
Northwest Bank & Trust Co 0.06% No change 308 $82K
Ascentis Wealth Management, LLC 0.03% Add +16.4% 340 $82K
Financial Life Planners 0.07% — 337 $82K
Valued Wealth Advisors LLC 0.05% Add +1.5% 336 $81K
VSM Wealth Advisory, LLC 0.03% — 334 $80K
RE Dickinson Investment Advisors, LLC 0.07% No change 325 $78K
Prestige Wealth Management Group LLC 0.02% No change 323 $78K
Pacifica Partners Inc. 0.03% No change 322 $78K
Oliver Lagore Vanvalin Investment Group 0.02% No change 321 $77K
Continuum Advisory, LLC 0.01% Reduce -3.0% 320 $77K
Transce3nd, LLC 0.03% — 320 $77K
Bell Investment Advisors, Inc 0.01% Add +2.9% 315 $76K
WPG Advisers, LLC 0.07% — 314 $76K
Peoples Financial Services Corp. 0.03% No change 309 $74K
Capital Advisors, Ltd. LLC 0.01% No change 308 $74K
Hexagon Capital Partners LLC 0.01% Reduce -17.3% 301 $73K
Bangor Savings Bank 0.01% No change 300 $72K
Murphy & Mullick Capital Management Corp 0.07% — 295 $71K
Financial Perspectives, Inc 0.02% No change 290 $70K
Brown, Lisle/Cummings, Inc. 0.02% New 289 $70K
Coastline Trust Co 0.01% No change 285 $69K
Y.D. More Investments Ltd 0.01% Add +120.5% 280 $67K
Silvant Capital Management LLC 0.00% No change 279 $67K
Hartford Financial Management Inc. 0.01% No change 278 $67K
Strategic Investment Solutions, Inc. 0.02% Reduce -1.0% 306 $66K
Loomis Sayles & Co. L P 0.00% New 271 $65K
Crewe Advisors LLC 0.01% Reduce -21.9% 264 $64K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +33.3% 260 $63K
Main Street Group, LTD 0.03% No change 254 $61K
Versant Capital Management, Inc 0.01% Add +581.1% 252 $61K
Monetary Management Group Inc. 0.02% No change 251 $60K
Battery Global Advisors, LLC 0.03% No change 250 $60K
Independence Bank of Kentucky 0.01% Reduce -14.2% 247 $60K
Ridgewood Investments LLC 0.03% Reduce -13.8% 244 $59K
WR Wealth Planners, LLC 0.02% Add +7.0% 243 $59K
Atwood & Palmer Inc. 0.00% No change 238 $57K
Piscataqua Savings Bank 0.05% No change 237 $57K
Kennebec Savings Bank 0.06% Reduce -20.8% 244 $57K
IMG Wealth Management, Inc. 0.05% — 229 $55K
Sit Investment Associates Inc. 0.00% No change 226 $54K
Edmond DE Rothschild Holding S.A. 0.00% No change 221 $53K
Motco 0.01% Reduce -6.5% 216 $52K
Colonial Trust Advisors 0.00% No change 209 $50K
MCF Advisors LLC 0.00% Add +0.5% 205 $49K
Private Wealth Management Group, LLC 0.02% No change 205 $49K
Glass Jacobson Investment Advisors llc 0.02% No change 205 $49K
Nemes Rush Group LLC 0.01% Add +10.3% 204 $49K
Vestor Capital, LLC 0.00% Add +2.5% 205 $49K
Park Square Financial Group, LLC 0.03% — 203 $49K
Princeton Global Asset Management LLC 0.01% No change 202 $49K
Providence First Trust Co 0.02% New 200 $48K
McIlrath & Eck, LLC 0.01% No change 200 $48K
Knights of Columbus Asset Advisors LLC 0.00% No change 200 $48K
Quarry LP 0.01% Add +400.0% 190 $46K
Asset Planning,Inc 0.03% — 181 $44K
Country Trust Bank 0.00% No change 175 $42K
First PREMIER Bank 0.01% No change 170 $41K
Tributary Capital Management, LLC 0.00% No change 169 $41K
GW&K Investment Management, LLC 0.00% Add +42.6% 164 $40K
Fourth Dimension Wealth, LLC 0.02% — 165 $40K
SJS Investment Consulting Inc. 0.01% Reduce -3.5% 164 $40K
Physician Wealth Advisors, Inc. 0.01% New 163 $39K
Duncker Streett & Co. Inc. 0.01% Add +8.1% 161 $39K
Wolff Wiese Magana LLC 0.03% No change 160 $39K
First Command Advisory Services, Inc. 0.00% No change 158 $38K
Westside Investment Management, Inc. 0.01% No change 152 $37K
Generali Investments, Management Co LLC 0.01% — 152 $37K
Arlington Trust Co LLC 0.01% No change 152 $37K
Pathway Financial Advisers, LLC 0.01% No change 151 $36K
Nordwand Advisors, LLC 0.01% No change 150 $36K
FWL Investment Management, LLC 0.01% No change 150 $36K
Wellington Shields Capital Management, LLC 0.01% No change 150 $36K
American National Bank & Trust 0.00% Reduce -6.3% 150 $36K
Tucker Asset Management LLC 0.01% No change 149 $36K
Fortitude Family Office, LLC 0.01% Add +6.6% 145 $35K
Trust Co 0.00% No change 144 $35K
BOK Financial Private Wealth, Inc. 0.00% Add +2.9% 143 $34K
North Star Investment Management Corp. 0.00% Reduce -8.9% 143 $34K
American Capital Advisory, LLC 0.02% No change 142 $34K
Laurel Wealth Advisors LLC 0.01% No change 138 $33K
Wood Tarver Financial Group, LLC 0.01% — 137 $33K
Beacon Capital Management, LLC 0.00% Add +0.8% 134 $32K
West Branch Capital LLC 0.01% No change 129 $31K
Castleview Partners, LLC 0.02% New 128 $31K
Kapitalo Investimentos Ltda 0.02% New 124 $30K
True Wealth Design, LLC 0.01% Reduce -30.5% 121 $29K
Park Place Capital Corp 0.01% No change 119 $29K
Cassady Schiller Wealth Management, LLC 0.01% Add +3.5% 118 $28K
Cedar Mountain Advisors, LLC 0.01% No change 116 $28K
Riggs Asset Managment Co. Inc. 0.01% No change 115 $28K
YANKCOM Partnership 0.01% — 113 $27K
Clear Investment Research, LLC 0.03% No change 111 $27K
Putney Financial Group LLC 0.02% — 110 $26K
New England Capital Financial Advisors LLC 0.01% No change 110 $26K
Ameriflex Group, Inc. 0.01% — 106 $26K
Luken Investment Analytics, LLC 0.01% No change 106 $26K
Abound Wealth Management 0.01% Add +1.0% 104 $25K
Rise Advisors, LLC 0.01% Add +1.0% 102 $25K
Whipplewood Advisors, LLC 0.01% — 101 $24K
Birchbrook, Inc. 0.01% No change 100 $24K
Transcendent Capital Group LLC 0.01% No change 100 $24K
Lavaca Capital LLC 0.01% New 100 $24K
Pineridge Advisors LLC 0.01% No change 100 $24K
ESL Trust Services, LLC 0.01% New 100 $24K
Painted Porch Advisors LLC 0.01% New 93 $22K
Millstone Evans Group, LLC 0.02% — 92 $22K
Sound Income Strategies, LLC 0.00% Add +13.8% 91 $22K
Red Tortoise LLC 0.01% No change 91 $22K
FSA Wealth Management LLC 0.01% No change 90 $22K
Runnymede Capital Advisors, Inc. 0.02% — 88 $21K
Riverview Trust Co 0.02% No change 87 $21K
Mascoma Wealth Management LLC 0.01% Add +28.4% 86 $21K
Leonteq Securities AG 0.00% Reduce -89.0% 86 $21K
Toth Financial Advisory Corp. 0.00% No change 85 $20K
Semmax Financial Advisors Inc. 0.01% No change 81 $20K
ZynergyRetirementPlanningLLC 0.01% No change 82 $19K
Crowley Wealth Management, Inc. 0.02% — 77 $19K
TruNorth Capital Management, LLC 0.01% No change 76 $18K
Salomon & Ludwin, LLC 0.00% Reduce -72.5% 76 $18K
Centerpoint Advisors, LLC 0.01% No change 76 $18K
SOA Wealth Advisors, LLC. 0.00% No change 72 $17K
Sachetta, LLC 0.01% Add +10.9% 71 $17K
IFS Advisors, LLC 0.01% No change 69 $17K
Meeder Asset Management Inc. 0.00% Reduce -10.4% 69 $17K
Creative Financial Designs Inc. 0.00% Reduce -60.4% 67 $16K
WealthCollab, LLC 0.01% No change 65 $16K
Financial Management Professionals, Inc. 0.00% Reduce -11.0% 65 $16K
Kozak & Associates, Inc. 0.00% New 63 $15K
Comprehensive Financial Planning, Inc. 0.01% — 63 $15K
Ogorek Anthony Joseph /NY/ 0.00% Add +1.7% 61 $14K
Hollencrest Capital Management 0.00% No change 57 $14K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 56 $14K
Centricity Wealth Management, LLC 0.01% — 56 $13K
Raffa Wealth Management, LLC 0.00% No change 55 $13K
Dunhill Financial, LLC 0.01% Add +82.8% 53 $13K
Bogart Wealth, LLC 0.00% No change 51 $12K
Innovative Advisory Group, LLC 0.01% — 50 $12K
Richards, Merrill & Peterson, Inc. 0.01% — 50 $12K
DHJJ Financial Advisors, Ltd. 0.00% No change 50 $12K
Rosenberg Matthew Hamilton 0.00% No change 50 $12K
Raleigh Capital Management Inc. 0.00% Reduce -2.1% 47 $11K
MPWM Advisory Solutions, LLC 0.01% — 46 $11K
Cranbrook Wealth Management, LLC 0.00% No change 46 $11K
Albion Financial Group 0.00% Add +15.0% 46 $11K
Highline Wealth Partners LLC 0.00% Add +25.0% 45 $11K
Center for Financial Planning, Inc. 0.00% No change 45 $11K
Legend Financial Advisors, Inc. 0.01% Add +9.8% 45 $11K
Missouri Trust & Investment Co 0.00% Reduce -10.0% 45 $11K
Armstrong Advisory Group, Inc. 0.00% No change 44 $11K
Rakuten Securities, Inc. 0.00% Add +550.0% 39 $9K
DiNuzzo Private Wealth, Inc. 0.00% No change 39 $9K
Hopwood Financial Services, Inc. 0.01% — 35 $8K
Your Advocates Ltd., LLP 0.00% No change 35 $8K
Davis Capital Management 0.01% No change 34 $8K
Northwest Capital Management Inc 0.00% No change 34 $8K
Capital Analysts, LLC 0.00% No change 35 $8K
Richard W. Paul & Associates, LLC 0.00% No change 31 $7K
JDM Financial Group LLC 0.00% No change 30 $7K
Rialto Wealth Management, LLC 0.00% — 30 $7K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -72.7% 30 $7K
Montag & Caldwell, LLC 0.00% New 29 $7K
Bellevue Asset Management, LLC 0.00% New 29 $7K
Accordant Advisory Group Inc 0.01% No change 28 $7K
Kentucky Trust Co 0.00% — 28 $7K
Contravisory Investment Management, Inc. 0.00% New 28 $7K
Archer Investment Corp 0.00% No change 27 $7K
FPC Investment Advisory, Inc. 0.00% New 26 $6K
Avion Wealth 0.00% Add +8.3% 26 $6K
Sierra Ocean, LLC 0.00% — 24 $6K
Winch Advisory Services, LLC 0.00% New 24 $6K
Golden State Wealth Management, LLC 0.00% — 24 $6K
Accredited Wealth Management, LLC 0.00% — 19 $5K
Anfield Capital Management, LLC 0.00% No change 19 $5K
Global Wealth Strategies & Associates 0.00% New 18 $4K
Human Investing LLC 0.00% New 17 $4K
Sittner & Nelson, LLC 0.00% Add +183.3% 17 $4K
Hazlett, Burt & Watson, Inc. 0.00% No change 18 $4K
MidAtlantic Capital Management, Inc. 0.00% No change 15 $4K
TFC Financial Management, Inc. 0.00% No change 13 $3K
Cornerstone Planning Group LLC 0.00% Reduce -7.7% 12 $3K
Legacy Investment Solutions, LLC 0.00% New 12 $3K
Legacy Wealth Managment, LLC 0.00% New 12 $3K
Clark Wealth Partners 0.00% — 12 $3K
Carolinas Wealth Consulting LLC 0.00% No change 12 $3K
PayPay Securities Corp 0.12% Add +120.0% 11 $3K
WealthTrak Capital Management LLC 0.00% — 11 $3K
TD Capital Management LLC 0.00% Add +42.9% 10 $3K
PFS Partners, LLC 0.00% No change 10 $2K
S&T Bank 0.00% New 10 $2K
PSI Advisors, LLC 0.00% No change 10 $2K
Thompson Investment Management, Inc. 0.00% No change 8 $2K
NewSquare Capital LLC 0.00% New 8 $2K
Breakwater Investment Management 0.00% No change 7 $2K
Conquis Financial LLC 0.00% — 7 $2K
Parkworth Wealth Management, Inc. 0.00% — 7 $2K
Principia Wealth Advisory, LLC 0.00% — 6 $1K
New Millennium Group LLC 0.00% New 6 $1K
Aspect Partners, LLC 0.00% Reduce -33.3% 6 $1K
Aventura Private Wealth, LLC 0.00% — 6 $1K
HHM Wealth Advisors, LLC 0.00% New 5 $1K
Horizon Financial Services, LLC 0.00% No change 5 $1K
Cape Investment Advisory, Inc. 0.00% New 5 $1K
Winnacle Wealth LLC 0.00% — 5 $1K
Tanaka Capital Management Inc. 0.00% No change 6 $1K
Marshall & Sterling Wealth Advisors Inc. 0.00% — 5 $968
Old Second National Bank of Aurora 0.00% New 4 $964
Lanark Financial, Inc. 0.07% — 3 $723
Capital A Wealth Management, LLC 0.00% — 3 $723
Creekmur Asset Management LLC 0.00% No change 3 $723
Activest Wealth Management 0.00% New 2 $482
WestEnd Advisors, LLC 0.00% No change 2 $482
Stance Capital LLC 0.00% — 1 $241
Coston, McIsaac & Partners 0.00% No change 2 $0

"% of holder's portfolio" is TRV's weight in each manager's 13F, not the share of The Travelers Cos Inc. the manager owns.