The Travelers CosTRV

13F holders, Q3 2025 (September 30)
1,671holders +36
141new positions
97sold out
10famous investors
$279.50avg. 13F price*

At the end of Q3 2025, 1,671 institutions reported holding The Travelers Cos Inc. (TRV) in their 13F filings, up 36 from Q2 2025. 141 opened new positions and 97 sold out. The largest holders were BlackRock, Inc. ($6.1B), Vanguard Group Inc. ($6.1B) and State Street Corp. ($4.3B). 10 famous investors held it, including Chris Bloomstran (0.7% of Semper Augustus Investments's portfolio), Cliff Asness (0.3% of AQR Capital Management's portfolio) and Ray Dalio (0.1% of Bridgewater Associates'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions141$490.6M
Exits97$146.8M

All 13F filers, Q2 2025 → Q3 2025: 6,322,778 shares bought and 7,744,277 shares sold, net −1,421,499 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,671 holders

BlackRock, Inc. 0.11% Add +2.1% 22,006,466 $6.1B
Vanguard Group Inc. 0.09% Reduce -0.2% 21,999,622 $6.1B
State Street Corp. 0.15% Reduce -0.7% 15,513,596 $4.3B
FMR LLC 0.21% Reduce -2.2% 14,520,870 $4.1B
JPMorgan Chase & Co. 0.14% Add +1.6% 7,746,231 $2.2B
T. Rowe Price Associates Inc. 0.17% Add +4.0% 5,742,739 $1.6B
Geode Capital Management, LLC 0.10% Add +1.1% 5,605,278 $1.6B
Massachusetts Financial Services Co. 0.47% Reduce -1.8% 5,375,032 $1.5B
Morgan Stanley 0.06% Reduce -10.2% 3,708,452 $1.0B
Bank of America Corp. 0.07% Reduce -1.4% 3,453,492 $964.3M
Dimensional Fund Advisors LP 0.20% Reduce -4.4% 3,279,615 $915.6M
Clearbridge Investments, LLC 0.68% Reduce -17.2% 3,235,445 $903.4M
Northern Trust Corp. 0.11% Reduce -1.1% 3,160,264 $882.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.14% Reduce -23.7% 2,244,418 $626.7M
AQR Capital Management 0.32% Add +22.8% 1,785,288 $496.9M
Goldman Sachs Group Inc. 0.07% Reduce -2.0% 1,716,237 $479.2M
UBS Group AG 0.09% Reduce -16.8% 1,685,597 $470.7M
Legal & General Group Plc 0.10% Add +2.7% 1,670,016 $466.3M
Bank of New York Mellon Corp 0.08% Reduce -2.0% 1,598,843 $446.4M
Invesco Ltd. 0.07% Add +1.4% 1,569,670 $438.3M
First Trust Advisors LP 0.31% Add +2.1% 1,490,778 $416.3M
Charles Schwab Investment Management Inc. 0.06% Reduce -2.4% 1,449,802 $404.8M
Barclays PLC 0.14% Add +0.9% 1,302,361 $363.6M
Bahl & Gaynor LLC 1.54% Reduce -4.5% 1,112,951 $310.8M
Nuveen, LLC 0.08% Reduce -2.3% 1,098,214 $306.6M
Boston Partners 0.31% Reduce -1.5% 1,064,259 $297.3M
Sumitomo Mitsui Trust Group, Inc. 0.14% Reduce -0.6% 898,355 $250.8M
Wells Fargo & Company 0.05% Reduce -2.3% 808,777 $225.8M
Royal Bank of Canada 0.04% Reduce -0.6% 798,329 $222.9M
Deutsche Bank AG 0.07% Add +8.4% 792,834 $221.4M
HSBC Holdings PLC 0.13% Reduce -6.8% 791,528 $220.8M
California Public Employees Retirement System 0.13% Reduce -9.5% 790,731 $220.8M
Robeco Institutional Asset Management B.V. 0.31% Add +4.0% 768,786 $214.7M
Federated Hermes, Inc. 0.37% Reduce -7.0% 749,895 $209.4M
National Pension Service 0.16% Add +1.8% 746,883 $208.5M
Amundi 0.06% Reduce -42.5% 705,166 $199.4M
Swiss National Bank 0.11% Reduce -4.8% 653,100 $182.4M
Rakuten Investment Management, Inc. 0.63% — 401,300 $177.9M
Envestnet Asset Management Inc. 0.05% Reduce -12.3% 618,565 $172.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.12% Add +2.7% 573,077 $160.0M
American Century Companies Inc. 0.08% Add +2.9% 566,824 $158.3M
Jacobs Levy Equity Management, Inc. 0.63% Reduce -39.6% 563,989 $157.5M
Arrowstreet Capital, Limited Partnership 0.10% Reduce -23.1% 539,504 $150.6M
Raymond James Financial Inc. 0.05% Reduce -3.4% 525,629 $146.8M
US Bancorp \de 0.17% Reduce -0.8% 524,094 $146.3M
Polar Capital Holdings Plc 0.70% Reduce -1.4% 515,500 $143.9M
Cullen Capital Management, LLC 1.55% Reduce -2.4% 508,253 $141.9M
Allianz Asset Management GmbH 0.17% Add +25.4% 499,041 $139.3M
Macquarie Group Ltd. 0.15% Reduce -31.5% 464,025 $129.6M
Russell Investments Group, Ltd. 0.15% Reduce -18.6% 459,005 $128.1M
AustralianSuper Pty Ltd 0.59% New 449,813 $125.6M
Rhumbline Advisers 0.10% Reduce -1.4% 437,797 $122.2M
Alliancebernstein L.P. 0.04% Add +3.6% 420,536 $117.4M
Qube Research & Technologies Ltd 0.17% Reduce -1.4% 418,632 $116.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.29% Add +41.4% 396,757 $110.3M
PNC Financial Services Group, Inc. 0.07% Reduce -0.6% 392,100 $109.5M
Neuberger Berman Group LLC 0.08% Reduce -0.0% 379,381 $105.9M
Nordea Investment Management AB 0.09% Add +1641.3% 379,480 $105.5M
Equity Investment Corp. 2.17% Reduce -2.9% 370,723 $103.5M
LPL Financial LLC 0.03% Add +40.0% 368,953 $103.0M
BNP Paribas Financial Markets 0.08% Add +15.4% 364,394 $101.7M
Adage Capital Partners Gp, L.L.C. 0.16% Reduce -2.7% 362,504 $101.2M
Woodline Partners LP 0.47% New 356,993 $99.7M
Canada Pension Plan Investment Board 0.07% Add +4.9% 354,523 $99.0M
California State Teachers Retirement System 0.10% Reduce -0.1% 353,049 $98.6M
Freestone Grove Partners LP 0.72% Add +73.4% 345,042 $96.3M
Bank of Montreal 0.04% Add +1.5% 339,775 $94.9M
Assenagon Asset Management S.A. 0.14% Add +4767.6% 338,150 $94.4M
DekaBank Deutsche Girozentrale 0.15% No change 314,052 $86.5M
Acadian Asset Management LLC 0.15% Reduce -55.3% 305,518 $85.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.14% Reduce -3.7% 302,740 $84.5M
Citigroup Inc. 0.06% Reduce -4.8% 295,404 $82.5M
CANADA LIFE ASSURANCE Co 0.12% Add +2.5% 295,007 $81.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.62% Add +0.0% 274,801 $76.7M
Korea Investment CORP 0.16% Add +88.4% 274,562 $76.7M
New York State Common Retirement Fund 0.10% Reduce -6.1% 269,341 $75.2M
Principal Financial Group Inc. 0.04% Reduce -2.1% 267,416 $74.7M
Ameriprise Financial Inc. 0.02% Reduce -0.5% 263,521 $73.6M
Verition Fund Management LLC 0.43% Reduce -20.3% 256,787 $71.7M
TD Asset Management Inc 0.06% Reduce -0.8% 250,221 $69.9M
Storebrand Asset Management As 0.18% Add +1.6% 242,985 $67.8M
Mackenzie Financial Corp. 0.08% Add +2.7% 223,217 $62.3M
Paralel Advisors LLC 2.39% No change 220,000 $61.4M
Systematic Alpha Investments, LLC 1.98% No change 215,208 $60.1M
Great Lakes Advisors, LLC 0.50% Reduce -1.3% 212,792 $59.4M
State Board of Administration of Florida Retirement System 0.10% Reduce -4.4% 207,229 $57.9M
Cornerstone Investment Partners, LLC 2.42% Add +0.6% 207,107 $57.8M
Brandywine Global Investment Management, LLC 0.40% Reduce -0.5% 204,953 $57.2M
Janus Henderson Group PLC 0.03% Reduce -3.6% 203,625 $56.9M
Wealth Enhancement Advisory Services, LLC 0.08% Add +13.2% 195,493 $55.7M
Aberdeen Group plc 0.09% Add +0.4% 199,334 $55.1M
Janney Montgomery Scott LLC 0.13% Reduce -1.8% 196,860 $55.0M
Lansforsakringar Fondforvaltning AB (publ) 0.28% New 195,405 $54.6M
Asset Management One Co., Ltd. 0.16% Add +0.5% 193,569 $54.0M
Citadel Advisors 0.04% Reduce -36.5% 192,048 $53.6M
New York State Teachers Retirement System 0.10% Reduce -1.9% 188,866 $52.7M
Danske Bank A/S 0.13% Add +3.4% 187,446 $52.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% Reduce -8.4% 187,430 $52.3M
APG Asset Management N.V. 0.15% Reduce -0.8% 219,470 $52.2M
National Bank of Canada 0.06% Add +19.6% 184,138 $51.4M
Aviva PLC 0.09% Add +6.4% 182,237 $50.9M
Samlyn Capital, LLC 0.72% New 181,910 $50.8M
HighTower Advisors, LLC 0.06% Add +2.5% 173,341 $48.4M
Toronto Dominion Bank 0.09% Reduce -15.0% 171,775 $48.0M
Candriam S.C.A. 0.25% Add +750.4% 171,694 $47.9M
Vest Financial, LLC 0.61% Add +6.3% 168,588 $47.1M
Nomura Asset Management Co. Ltd. 0.12% Reduce -6.5% 165,024 $46.1M
Pictet Asset Management Holding SA 0.04% Reduce -0.3% 162,292 $45.3M
Stifel Financial Corp. 0.04% Reduce -9.1% 161,621 $45.1M
Healthcare of Ontario Pension Plan Trust Fund 0.08% Add +1017.8% 156,912 $43.8M
O'shaughnessy Asset Management, LLC 0.25% Add +2.9% 152,216 $42.5M
Royal London Asset Management Ltd. 0.09% Reduce -1.2% 150,429 $42.0M
Truist Financial Corp. 0.06% Add +2.9% 148,487 $41.5M
KBC Group NV 0.10% Reduce -0.1% 145,511 $40.6M
ProShare Advisors LLC 0.08% Reduce -9.0% 144,856 $40.4M
Credit Agricole S A 0.13% — 142,532 $39.8M
Swedbank AB 0.04% Reduce -0.5% 139,838 $39.0M
Mitsubishi UFJ Trust & Banking Corp 0.09% Reduce -2.4% 139,500 $39.0M
Point72 Asset Management 0.09% Add +603.2% 139,195 $38.9M
Corient Private Wealth LP 0.06% Add +20.9% 137,268 $38.3M
Prudential Financial Inc. 0.05% Reduce -19.7% 136,094 $38.0M
NorthCoast Asset Management LLC 0.15% Add +192.8% 135,330 $37.8M
Cwm, LLC 0.11% Add +11.3% 135,143 $37.7M
Trillium Asset Management, LLC 0.99% Reduce -9.1% 133,920 $37.4M
Natixis Advisors, LLC 0.05% Reduce -2.6% 133,880 $37.4M
State of Wisconsin Investment Board 0.09% Reduce -16.3% 133,831 $37.4M
BI Asset Management Fondsmaeglerselskab A/S 0.33% Add +99.0% 136,484 $36.8M
Manufacturers Life Insurance Company, The 0.03% Reduce -0.8% 129,708 $36.2M
AMF Tjanstepension AB 0.23% No change 129,602 $36.2M
Franklin Resources Inc. 0.01% Reduce -35.8% 127,211 $35.5M
AXA Investment Managers S.A. 0.09% — 125,479 $35.0M
Sei Investments Co. 0.04% Add +0.4% 125,192 $35.0M
Panagora Asset Management Inc. 0.14% Reduce -48.7% 125,050 $34.9M
Daiwa Securities Group Inc. 0.12% Add +5.2% 122,184 $34.1M
Conning Inc. 1.19% Reduce -4.1% 121,178 $33.8M
Millennium Management 0.03% Add +2661.4% 119,623 $33.4M
Braun Stacey Associates Inc. 1.08% Reduce -0.2% 118,404 $33.1M
Susquehanna International Group, LLP 0.05% Reduce -21.0% 116,338 $32.5M
Epoch Investment Partners, Inc. 0.18% Reduce -2.5% 116,118 $32.4M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -4.0% 115,425 $32.2M
Teacher Retirement System of Texas 0.13% Add +14.1% 114,504 $32.0M
Mercer Global Advisors Inc. 0.05% Add +11.4% 112,693 $31.5M
Cerity Partners LLC 0.05% Add +7.4% 110,568 $30.9M
Interval Partners, LP 0.66% Add +11.5% 110,384 $30.8M
Creative Planning 0.02% Add +10.4% 109,171 $30.5M
GW Henssler & Associates Ltd. 1.50% Add +0.6% 107,423 $30.0M
Kayne Anderson Rudnick Investment Management LLC 0.07% Add +0.3% 104,765 $29.3M
KLP Kapitalforvaltning As 0.12% Add +28.9% 103,979 $29.0M
Public Employees Retirement System of Ohio 0.09% Reduce -0.9% 103,453 $28.9M
Bank of Nova Scotia 0.05% Add +3.4% 101,962 $28.5M
Treasurer of the State of North Carolina 0.09% Reduce -3.8% 101,644 $28.4M
Dodge & Cox 0.02% Reduce -2.9% 100,965 $28.2M
Balyasny Asset Management L.P. 0.06% Reduce -38.5% 100,331 $28.0M
Aware Super Pty Ltd as trustee of Aware Super 0.38% No change 98,883 $27.6M
M&T Bank Corp 0.09% Reduce -4.3% 98,114 $27.4M
Vontobel Holding Ltd. 0.08% Add +9.4% 95,948 $26.8M
Steigerwald, Gordon & Koch Inc. 2.59% Add +0.4% 95,451 $26.7M
Skandinaviska Enskilda Banken AB (publ) 0.11% Add +84.8% 95,228 $26.6M
Martingale Asset Management L P 0.65% Add +7.3% 92,455 $25.8M
Intech Investment Management LLC 0.23% Add +35.2% 92,198 $25.7M
Bridgewater Associates 0.10% Add +0.1% 90,458 $25.3M
St. James Investment Company, LLC 3.95% Reduce -1.8% 90,155 $25.2M
Cullen/Frost Bankers, Inc. 0.29% Reduce -1.4% 89,841 $25.1M
Resona Asset Management Co.,Ltd. 0.12% Reduce -3.4% 89,240 $24.9M
Commonwealth Equity Services, LLC 0.03% Reduce -8.5% 88,846 $24.8M
Midwest Trust Co 0.32% Reduce -1.6% 88,685 $24.8M
Mairs & Power Inc. 0.23% Add +10.2% 88,494 $24.7M
DJE Kapital AG 0.60% No change 93,329 $24.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.21% Reduce -1.3% 88,351 $24.7M
LBP Am SA 0.30% New 87,799 $24.5M
Comerica Bank 0.09% Reduce -5.5% 87,573 $24.5M
Victory Capital Management Inc. 0.01% Reduce -2.8% 87,449 $24.4M
Nisa Investment Advisors, LLC 0.09% Reduce -0.4% 86,766 $24.2M
Mn Services Vermogensbeheer B.V. 0.15% Add +1.2% 85,747 $23.9M
Illinois Municipal Retirement Fund 0.31% Add +0.1% 85,566 $23.9M
State of Tennessee, Department of Treasury 0.08% Add +2.4% 84,672 $23.6M
Applied Finance Capital Management, LLC 1.67% Reduce -5.9% 84,254 $23.5M
Cetera Investment Advisers 0.03% Add +50.5% 83,749 $23.4M
Quantinno Capital Management LP 0.06% Add +48.6% 79,339 $22.2M
Pinebridge Investments, L.P. 0.16% Reduce -5.6% 78,295 $21.9M
State of New Jersey Common Pension Fund D 0.08% Add +0.7% 77,258 $21.6M
Pittenger & Anderson Inc. 0.79% Reduce -0.1% 76,800 $21.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.16% Reduce -2.1% 76,101 $21.2M
Rafferty Asset Management, LLC 0.07% Reduce -0.5% 74,930 $20.9M
Mariner, LLC 0.03% Add +10.6% 74,756 $20.9M
Connor, Clark & Lunn Investment Management Ltd. 0.07% Reduce -53.8% 73,850 $20.6M
Handelsbanken Fonder AB 0.07% Add +1.8% 73,667 $20.6M
Northwest & Ethical Investments L.P. 0.46% Reduce -5.3% 69,535 $19.4M
Capital Fund Management S.A. 0.19% Reduce -5.0% 69,463 $19.4M
CIBC Asset Management Inc 0.06% Add +1.1% 69,281 $19.3M
FIL Ltd 0.01% Reduce -71.8% 68,430 $19.1M
Ensign Peak Advisors, Inc 0.03% Add +0.8% 66,792 $18.6M
Calamos Advisors LLC 0.11% No change 66,555 $18.6M
Arizona State Retirement System 0.10% Reduce -0.1% 66,174 $18.5M
Keybank National Association 0.06% Reduce -2.2% 66,095 $18.5M
Ieq Capital, LLC 0.06% Add +41.5% 65,742 $18.4M
First Horizon Corp. 0.86% — 65,420 $18.3M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +27.5% 64,696 $18.1M
STRS Ohio 0.07% Reduce -4.2% 64,293 $18.0M
State of Michigan Retirement System 0.09% Reduce -1.2% 63,953 $17.9M
Greatmark Investment Partners, Inc. 2.12% Add +1.6% 63,475 $17.7M
Oppenheimer Asset Management Inc. 0.19% Reduce -3.3% 63,319 $17.7M
U.S. Capital Wealth Advisors, LLC 0.47% Add +1.6% 63,195 $17.6M
Gabelli Funds LLC 0.12% Reduce -1.6% 62,500 $17.5M
Baird Financial Group, Inc. 0.03% Add +1.9% 61,155 $17.1M
Osaic Holdings, Inc. 0.02% Add +22.7% 60,791 $16.8M
Czech National Bank 0.11% Add +3.3% 57,180 $16.0M
Shelton Capital Management 0.33% Add +3.9% 55,183 $15.4M
Los Angeles Capital Management LLC 0.05% Add +1304.6% 55,157 $15.4M
Whittier Trust Co. 0.17% Reduce -3.8% 53,685 $15.3M
Arvest Bank Trust Division 0.85% Reduce -1.6% 54,597 $15.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% Reduce -2.7% 54,063 $15.1M
GHP Investment Advisors, Inc. 0.62% Reduce -0.1% 53,171 $14.8M
Natixis 0.08% Add +449.6% 52,697 $14.7M
Forsta Ap-Fonden 0.09% Add +4.0% 52,300 $14.6M
QRG Capital Management, Inc. 0.18% Reduce -54.1% 52,091 $14.5M
State of Alaska, Department of Revenue 0.15% Reduce -2.6% 52,035 $14.5M
Telos Capital Management, Inc. 1.39% Add +1.5% 51,870 $14.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -8.3% 51,767 $14.5M
Empowered Funds, LLC 0.14% Reduce -4.9% 50,461 $14.1M
National Mutual Insurance Federation of Agricultural Cooperatives 0.11% No change 50,000 $14.0M
Huntington National Bank 0.11% Reduce -2.9% 49,813 $13.9M
Stonebridge Capital Advisors LLC 0.99% Add +0.5% 49,530 $13.8M
Public Sector Pension Investment Board 0.05% Add +4.0% 48,519 $13.5M
Synovus Financial Corp. 0.15% Add +2.7% 48,300 $13.5M
Varma Mutual Pension Insurance Co 0.09% Add +21.7% 48,247 $13.5M
Retirement Systems of Alabama 0.04% New 48,023 $13.4M
Pathstone Holdings, LLC 0.05% Reduce -3.8% 47,496 $13.3M
Banco Santander, S.A. 0.12% Reduce -5.7% 46,796 $13.1M
Swiss Life Asset Management Ltd 0.07% Reduce -17.2% 46,669 $13.0M
DNB Asset Management AS 0.05% Add +5.1% 46,627 $13.0M
Glenmede Investment Management, LP 0.06% Reduce -8.4% 45,643 $12.7M
Talbot Financial, LLC 1.08% Add +3.2% 45,587 $12.7M
Ethic Inc. 0.21% Reduce -1.4% 45,543 $12.7M
Cantor Fitzgerald Investment Advisors L.P. 0.86% Reduce -0.5% 45,463 $12.7M
PARK CIRCLE Co 10.86% No change 44,825 $12.5M
Amalgamated Bank 0.09% Reduce -2.3% 43,695 $12.2M
IFM Investors Pty Ltd 0.11% Reduce -0.1% 43,399 $12.1M
Auxier Asset Management LLC 1.68% Reduce -0.5% 42,977 $12.0M
Captrust Financial Advisors 0.02% Reduce -0.8% 42,336 $11.8M
ASR Vermogensbeheer N.V. 0.14% Reduce -0.6% 42,221 $11.8M
Regions Financial Corp. 0.08% Reduce -2.3% 41,861 $11.7M
OP Asset Management Ltd 0.15% Reduce -14.5% 41,650 $11.6M
Vanguard Personalized Indexing Management, LLC 0.12% Add +4.4% 40,956 $11.4M
Stansberry Asset Management, LLC 1.20% Add +3.5% 40,516 $11.3M
First Manhattan Co. Llc. 0.03% Reduce -3.5% 40,354 $11.3M
Perigon Wealth Management, LLC 0.23% Add +8.1% 40,110 $11.2M
Tiaa Trust, National Association 0.03% Reduce -1.8% 40,035 $11.2M
Bartlett & Co. Wealth Management LLC 0.15% Reduce -2.9% 39,600 $11.1M
Shorepoint Capital Partners LLC 2.20% — 39,589 $11.1M
Ritholtz Wealth Management 0.21% Add +2.5% 38,536 $10.8M
Voya Investment Management LLC 0.01% Reduce -19.1% 38,533 $10.8M
Bradley Foster & Sargent Inc. 0.16% Reduce -1.0% 38,177 $10.7M
Goelzer Investment Management, Inc. 0.56% Reduce -0.7% 37,904 $10.6M
Utah Retirement Systems 0.10% Add +0.1% 37,302 $10.4M
Brown Advisory Inc. 0.01% Add +2.3% 37,262 $10.4M
First National Bank of Omaha 0.66% Reduce -2.5% 37,225 $10.4M
USS Investment Management Ltd 0.05% No change 37,215 $10.4M
Commerzbank Aktiengesellschaft 0.21% Add +2.0% 37,023 $10.3M
Squarepoint Ops LLC 0.02% Add +506.7% 36,960 $10.3M
Aviance Capital Partners, LLC 1.22% Reduce -0.3% 36,763 $10.3M
Police & Firemen's Retirement System of New Jersey 0.08% Add +6.0% 36,437 $10.2M
Prudential PLC 0.07% Add +110.2% 35,867 $10.0M
Kestra Advisory Services, LLC 0.05% Add +3.1% 35,754 $10.0M
Benedict Financial Advisors Inc. 2.15% Reduce -0.3% 35,495 $9.9M
Sienna Gestion 0.69% Reduce -2.7% 38,859 $9.9M
Carret Asset Management, LLC 0.96% Add +0.0% 35,413 $9.9M
Elo Mutual Pension Insurance Co 0.16% Add +24.9% 34,871 $9.7M
Guggenheim Capital LLC 0.07% Add +17.3% 33,515 $9.4M
New York Life Investment Management LLC 0.08% Reduce -3.1% 32,811 $9.2M
Murphy Pohlad Asset Management LLC 3.58% Reduce -0.0% 32,685 $9.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -8.7% 32,562 $9.1M
Gateway Investment Advisers LLC 0.09% Add +0.2% 32,302 $9.0M
MML Investors Services, LLC 0.02% Reduce -3.0% 32,301 $9.0M
D. E. Shaw & Co. 0.01% Reduce -81.0% 32,189 $9.0M
Rockefeller Capital Management L.P. 0.02% Reduce -5.0% 31,972 $8.9M
Xponance LLC 0.07% Reduce -4.7% 31,916 $8.9M
Hudson Bay Capital Management LP 0.06% Reduce -52.4% 31,554 $8.8M
Brevan Howard Capital Management LP 0.13% Add +99.2% 31,512 $8.8M
CIBC Bancorp USA Inc. 0.05% — 31,112 $8.7M
Northwestern Mutual Wealth Management Co. 0.01% Add +19.2% 31,030 $8.7M
Hantz Financial Services, Inc. 0.13% Reduce -8.6% 30,969 $8.6M
Ossiam 0.11% Add +93.4% 30,844 $8.6M
Independent Advisor Alliance 0.22% Reduce -3.6% 30,824 $8.6M
Chemung Canal Trust Co. 1.70% Reduce -10.3% 30,471 $8.5M
Blair William & Co. 0.02% Add +1.6% 30,237 $8.4M
Hennessy Advisors Inc. 0.29% Reduce -7.1% 29,900 $8.3M
Yousif Capital Management, LLC 0.09% Reduce -9.3% 29,620 $8.3M
MAI Capital Management 0.05% Add +106.4% 29,543 $8.2M
Horizon Investments, LLC 0.11% Add +7.3% 29,448 $8.2M
Public Employees Retirement Association of Colorado 0.03% Reduce -2.0% 29,436 $8.2M
Te Ahumairangi Investment Management Ltd 1.39% Add +13.2% 29,347 $8.2M
Raiffeisen Bank International AG 0.11% Reduce -18.8% 29,456 $8.1M
Koshinski Asset Management, Inc. 0.58% Add +2.4% 29,139 $8.1M
Wellington Management Group LLP 0.00% Reduce -7.5% 28,911 $8.1M
Manning & Napier Advisors LLC 0.10% Reduce -45.6% 28,740 $8.0M
Nissay Asset Management Corp. /Japan 0.04% Add +1.3% 28,729 $8.0M
Peregrine Asset Advisers, Inc. 2.39% New 28,491 $8.0M
Groupe la Francaise 0.11% Reduce -7.4% 28,179 $7.9M
Daiichi Life Insurance Co., Ltd. 0.20% Add +11.9% 27,949 $7.8M
Caisse de depot et placement du Quebec 0.01% Reduce -49.4% 27,884 $7.8M
Nomura Holdings Inc. 0.04% Reduce -51.3% 27,844 $7.8M
Arax Advisory Partners 0.11% Add +1015.3% 27,381 $7.6M
Palmer Knight Co 3.60% Reduce -2.9% 27,243 $7.6M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.05% New 27,200 $7.6M
Kwmg, LLC 0.67% Add +1.7% 27,198 $7.6M
Gotham Asset Management 0.03% Add +24.3% 27,122 $7.6M
Liberty One Investment Management, LLC 0.41% Add +32.3% 26,228 $7.3M
GMO 0.02% Add +330.5% 26,172 $7.3M
Palisade Asset Management, LLC 0.68% Reduce -0.1% 26,151 $7.3M
Cambridge Investment Research Advisors, Inc. 0.02% Add +2.7% 25,778 $7.2M
Oregon Public Employees Retirement Fund 0.09% Add +31.7% 25,728 $7.2M
Cullinan Associates Inc. 0.46% Add +9.3% 25,484 $7.1M
NewEdge Advisors, LLC 0.03% Reduce -0.5% 25,354 $7.1M
NEOS Investment Management LLC 0.05% Add +47.0% 25,332 $7.1M
Sequoia Financial Advisors, LLC 0.04% Add +87.0% 25,327 $7.1M
Fisher Funds Management LTD 0.19% No change 25,120 $7.0M
Strategic Planning Group, LLC 0.94% Add +26.9% 24,990 $7.0M
Morningstar Investment Management LLC 0.25% New 24,526 $6.8M
HRT Financial LP 0.03% New 24,432 $6.8M
Mutual of America Capital Management LLC 0.07% Reduce -6.1% 24,404 $6.8M
Capital City Trust Co. 1.66% Reduce -4.1% 24,376 $6.8M
Peapack Gladstone Financial Corp. 0.09% Add +62.4% 24,155 $6.7M
CX Institutional 0.20% Add +16.0% 24,078 $6.7M
Jefferies Financial Group Inc. 0.06% Reduce -85.7% 23,999 $6.7M
Olstein Capital Management, L.P. 1.27% No change 24,000 $6.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +30.9% 23,850 $6.7M
Penobscot Investment Management Company, Inc. 0.51% Add +3.0% 23,754 $6.6M
Private Advisor Group, LLC 0.03% Add +0.8% 23,328 $6.5M
Freestone Capital Holdings, LLC 0.20% Add +1.5% 23,294 $6.5M
Pacer Advisors, Inc. 0.02% Add +26.4% 23,185 $6.5M
Wealthfront Advisers LLC 0.02% Add +12.6% 23,057 $6.4M
Citizens Business Bank 1.06% Add +2.4% 22,652 $6.3M
Whittier Trust Co. of Nevada Inc. 0.13% Reduce -0.1% 22,028 $6.3M
Meyer Handelman Co. 0.20% No change 22,400 $6.3M
Commerce Bank 0.03% Add +0.3% 22,182 $6.2M
Norinchukin Bank, The 0.08% Reduce -7.5% 21,990 $6.1M
Beacon Pointe Advisors, LLC 0.05% Add +15.9% 21,903 $6.1M
UMB Bank, n.a. 0.09% Reduce -6.0% 21,704 $6.1M
Weiss Asset Management LP 0.11% New 21,690 $6.1M
Verdence Capital Advisors LLC 0.34% Reduce -2.1% 22,037 $6.0M
Pinnacle Associates Ltd. 0.08% Reduce -0.0% 20,918 $5.8M
Generali Asset Management SPA SGR 0.12% Reduce -2.0% 20,701 $5.8M
HM Payson & Co. 0.08% Reduce -2.4% 20,568 $5.7M
Steward Partners Investment Advisory, LLC 0.03% Add +0.6% 20,523 $5.7M
Point72 Europe (London) LLP 0.31% New 20,500 $5.7M
Lazard Asset Management LLC 0.01% Add +8.0% 20,418 $5.7M
Investment Management Corp of Ontario 0.09% Reduce -26.2% 20,397 $5.7M
R.H. Investment Group, LLC 4.93% Add +0.2% 20,344 $5.7M
Vinva Investment Management Ltd 0.11% Reduce -1.9% 20,537 $5.7M
Federation des caisses Desjardins du Quebec 0.02% Add +12.4% 20,240 $5.7M
First Pacific Financial 0.78% Add +29.1% 20,230 $5.6M
UniSuper Management Pty Ltd 0.03% Add +16.1% 20,213 $5.6M
Culbertson A N & Co. Inc. 0.80% Reduce -0.1% 20,183 $5.6M
Generali Powszechne Towarzystwo Emerytalne 1.09% No change 20,118 $5.6M
New Vernon Investment Management LLC 5.22% No change 20,043 $5.6M
tru Independence LLC 1.44% Add +0.0% 19,837 $5.5M
Assetmark, Inc. 0.01% Add +44.6% 19,713 $5.5M
CIBC Private Wealth Group LLC 0.01% Add +5.3% 19,320 $5.4M
Ferguson Wellman Capital Management, Inc. 0.09% Reduce -0.4% 19,274 $5.4M
SGL Investment Advisors, Inc. 2.26% Add +1.5% 20,030 $5.4M
Bristlecone Advisors, LLC 0.45% Reduce -3.4% 19,177 $5.4M
Semper Augustus Investments 0.67% Reduce -0.8% 19,100 $5.3M
McCarter Private Wealth Services LLC 2.68% Add +1.0% 18,743 $5.2M
HB Wealth Management, LLC 0.04% Add +9.9% 18,611 $5.2M
Thrivent Financial for Lutherans 0.01% Add +71.5% 18,504 $5.2M
Foster & Motley Inc. 0.28% Reduce -4.4% 18,430 $5.1M
Thompson Siegel & Walmsley LLC 0.08% No change 18,420 $5.1M
RNC Capital Management LLC 0.24% Reduce -4.9% 18,382 $5.1M
Atria Investments, Inc 0.06% Reduce -6.6% 18,375 $5.1M
KCM Investment Advisors LLC 0.17% Add +0.5% 18,369 $5.1M
Meridian Investment Counsel Inc. 1.27% Add +2.1% 18,363 $5.1M
B. Metzler seel. Sohn & Co. AG 0.05% Add +2.3% 18,308 $5.1M
Fifth Third Bancorp 0.02% Add +3.1% 18,212 $5.1M
Fulcrum Asset Management LLP 1.40% Reduce -2.7% 18,117 $5.1M
Cresset Asset Management, LLC 0.02% Add +8.4% 18,073 $5.0M
Railway Pension Investments Ltd 0.07% No change 18,000 $5.0M
Composition Wealth, LLC 0.08% Reduce -3.3% 17,991 $5.0M
Teachers Retirement System of the State of Kentucky 0.04% No change 17,796 $5.0M
Siemens Fonds Invest GmbH 0.27% Add +18.6% 17,705 $4.9M
Arjuna Capital 1.22% Reduce -0.8% 17,511 $4.9M
Lee Danner & Bass Inc. 0.35% Reduce -0.4% 17,371 $4.9M
Elevate Capital Advisors, LLC 3.36% Reduce -1.3% 17,276 $4.8M
Bokf, NA 0.07% Add +149.3% 16,858 $4.7M
Sawyer & Company, Inc 1.77% Add +6.7% 17,556 $4.7M
Valley Wealth Managers, Inc. 0.31% Add +2.0% 16,689 $4.7M
Merit Financial Group, LLC 0.04% Add +5.9% 16,611 $4.6M
Avanza Fonder AB 0.12% No change 16,552 $4.6M
Leuthold Group, LLC 0.50% Add +3.5% 16,466 $4.6M
Alps Advisors Inc. 0.03% New 16,335 $4.6M
Empire Financial Management Company, LLC 1.04% Add +2.1% 16,215 $4.5M
Argent Trust Co 0.16% Reduce -5.3% 16,207 $4.5M
Applied Capital LLC 3.21% No change 16,096 $4.5M
OMERS ADMINISTRATION Corp 0.03% No change 15,984 $4.5M
Mizuho Securities USA LLC 0.09% Add +4.7% 16,397 $4.5M
Principle Wealth Partners LLC 0.26% Add +3.6% 15,927 $4.4M
Susquehanna Fundamental Investments, LLC 0.17% Add +163.9% 15,837 $4.4M
Edgestream Partners, L.P. 0.13% New 15,749 $4.4M
Prospera Financial Services Inc 0.07% Add +0.6% 15,717 $4.4M
GLOBALT Investments LLC / GA 0.16% Reduce -1.6% 15,643 $4.4M
&partners 0.03% Add +12.0% 15,644 $4.4M
Park Avenue Securities LLC 0.03% Add +4.2% 15,577 $4.3M
Unison Advisors LLC 0.40% Add +0.4% 15,505 $4.3M
NewEdge Wealth, LLC 0.06% Add +23.3% 15,596 $4.3M
ING Groep NV 0.02% Reduce -2.6% 15,182 $4.2M
Slow Capital, Inc. 0.50% Reduce -1.5% 15,152 $4.2M
Choreo, LLC 0.05% Reduce -0.1% 15,043 $4.2M
IFP Advisors, Inc 0.11% Add +8.0% 15,008 $4.2M
Nearwater Capital Markets, Ltd 0.06% No change 15,000 $4.2M
Lombard Odier Asset Management (Switzerland) SA 0.19% Add +15.4% 14,983 $4.2M
Caprock Group, LLC 0.10% — 15,398 $4.2M
Orion Porfolio Solutions, LLC 0.03% Reduce -16.4% 14,947 $4.2M
Romano Brothers and Company 0.47% Add +10.1% 14,895 $4.2M
Vident Advisory, LLC 0.04% Add +132.3% 14,854 $4.1M
Asset Dedication, LLC 0.28% Reduce -5.8% 14,717 $4.1M
Lido Advisors, LLC 0.02% Add +19.2% 14,695 $4.1M
Baker Avenue Asset Management, LP 0.10% Add +2.4% 14,572 $4.1M
FAS Wealth Partners, Inc. 0.27% Add +4.6% 14,499 $4.0M
Forvis Mazars Wealth Advisors, LLC 0.08% Reduce -3.0% 14,324 $4.0M
Wakefield Asset Management LLLP 1.09% Add +1.6% 14,323 $4.0M
Savant Capital, LLC 0.02% Add +8.2% 14,307 $4.0M
Kentucky Retirement Systems 0.11% Reduce -2.0% 14,194 $4.0M
Kingsview Wealth Management, LLC 0.06% Add +2.2% 14,129 $3.9M
Advisory Services Network, LLC 0.06% Add +0.6% 14,119 $3.9M
1ST Source Bank 0.21% Reduce -3.5% 14,055 $3.9M
Sterling Capital Management LLC 0.06% Add +8.2% 13,832 $3.9M
Tower Research Capital LLC (TRC) 0.11% Add +42.0% 13,794 $3.9M
Focus Partners Advisor Solutions, LLC 0.04% Add +41.2% 13,633 $3.8M
Erste Asset Management GmbH 0.04% Reduce -38.5% 13,749 $3.8M
iA Global Asset Management Inc. 0.05% Add +37.6% 13,556 $3.8M
1832 Asset Management L.P. 0.01% Add +56.6% 13,513 $3.8M
Tower Bridge Advisors 0.38% Add +2.3% 13,461 $3.8M
Lincoln Capital LLC 0.70% Reduce -9.2% 13,195 $3.8M
Banque Cantonale Vaudoise 0.14% Add +19.9% 13,413 $3.7M
New Age Alpha Advisors, LLC 0.16% Reduce -1.4% 13,323 $3.7M
Osborne Partners Capital Management, LLC 0.19% Reduce -10.3% 13,322 $3.7M
Hartford Investment Management Co. 0.11% Reduce -3.4% 13,250 $3.7M
Rossmore Private Capital 0.40% Reduce -0.0% 13,190 $3.7M
William B. Walkup & Associates, Inc. 1.96% Reduce -0.0% 13,134 $3.7M
Metis Global Partners, LLC 0.09% Add +18.1% 13,092 $3.7M
Voleon Capital Management LP 0.09% Add +650.0% 13,087 $3.7M
Icon Wealth Advisors, LLC 0.25% Reduce -1.7% 13,020 $3.6M
Hancock Whitney Corp. 0.07% Add +0.1% 12,947 $3.6M
Carnegie Investment Counsel 0.07% Reduce -6.2% 12,741 $3.6M
Garner Asset Management Corp 1.43% Add +17.6% 12,667 $3.5M
Jane Street Group, LLC 0.00% New 12,495 $3.5M
Barrow Hanley Mewhinney & Strauss LLC 0.01% No change 12,483 $3.5M
Patton Albertson Miller Group, LLC 0.42% Reduce -13.7% 12,469 $3.5M
Acropolis Investment Management, LLC 0.18% Add +11.1% 12,993 $3.5M
Vestmark Advisory Solutions, Inc. 0.07% Add +30.0% 12,331 $3.4M
D.A. Davidson & Co. 0.02% Add +0.5% 12,159 $3.4M
Ballentine Partners, LLC 0.05% Reduce -3.8% 12,153 $3.4M
Delta Financial Advisors LLC 0.94% Reduce -0.4% 11,957 $3.3M
Agf Management Ltd. 0.01% Add +8.8% 11,955 $3.3M
Diversified Trust Co. 0.07% Reduce -10.2% 11,908 $3.3M
Fulton Bank, N.A. 0.12% Reduce -4.9% 11,803 $3.3M
Louisiana State Employees Retirement System 0.06% Reduce -1.7% 11,800 $3.3M
Hennion & Walsh Asset Management, Inc. 0.12% Add +2.9% 11,709 $3.3M
Compass Wealth Management LLC 0.72% Reduce -0.2% 11,624 $3.2M
Kintegral Advisory, LLC 0.27% Reduce -0.5% 11,388 $3.2M
Burney Co./ 0.10% Reduce -0.8% 11,328 $3.2M
Gulf International Bank (UK) Ltd 0.10% Reduce -1.7% 11,291 $3.2M
Bessemer Group Inc. 0.00% Add +3.0% 11,284 $3.2M
Nuance Investments, LLC 0.32% New 11,156 $3.1M
Maryland State Retirement & Pension System 0.07% Add +1.5% 11,153 $3.1M
Pinnacle Financial Partners Inc 0.07% Reduce -0.0% 11,141 $3.1M
J.W. Cole Advisors, Inc. 0.06% Reduce -2.0% 10,920 $3.0M
Securian Asset Management, Inc. 0.08% Reduce -8.7% 10,820 $3.0M
LRT Capital Management, LLC 1.99% New 10,758 $3.0M
Farmers & Merchants Trust Co of Chambersburg PA 0.85% Add +2.9% 10,730 $3.0M
Atlantic Union Bankshares Corp 0.06% Add +0.2% 10,667 $3.0M
Peddock Capital Advisors, LLC 0.64% Reduce -2.7% 10,583 $3.0M
Evercore Wealth Management, LLC 0.04% Add +3.8% 10,547 $2.9M
Levin Capital Strategies, L.P. 0.27% No change 10,433 $2.9M
Eagle Rock Investment Company, LLC 0.43% Reduce -0.1% 10,366 $2.9M
New Mexico Educational Retirement Board 0.09% Reduce -2.8% 10,278 $2.9M
Natural Investments, LLC 0.71% Reduce -0.7% 10,270 $2.9M
Alkeme Wealth, LLC 1.24% Reduce -0.9% 10,246 $2.9M
White Pine Capital LLC 0.82% Reduce -0.5% 10,244 $2.9M
Greenleaf Trust 0.03% Add +0.3% 9,999 $2.8M
United Capital Financial Advisors, LLC 0.02% Add +8.4% 9,924 $2.8M
E. Ohman J:or Asset Management AB 0.07% No change 9,892 $2.8M
Grey Ledge Advisors, LLC 0.63% Reduce -7.1% 9,882 $2.8M
Montag A & Associates Inc. 0.13% Add +0.1% 9,844 $2.7M
Chilton Investment Co. Inc. 0.06% New 9,775 $2.7M
Wesleyan Assurance Society 0.16% No change 9,740 $2.7M
Nilsine Partners, LLC 0.24% Add +0.4% 9,737 $2.7M
Allspring Global Investments Holdings, LLC 0.00% Reduce -2.8% 9,724 $2.7M
DSG Capital Advisors, LLC 0.43% No change 9,655 $2.7M
GAMMA Investing LLC 0.15% Add +4.8% 9,655 $2.7M
Parsons Capital Management Inc. 0.15% No change 9,586 $2.7M
Laird Norton Wetherby Wealth Management, LLC 0.11% Add +1.3% 9,585 $2.7M
Vestcor Inc 0.08% Reduce -1.8% 9,491 $2.6M
Argent Advisors, Inc. 0.78% Add +3.6% 9,482 $2.6M
Allworth Financial LP 0.01% Add +11.6% 9,446 $2.6M
Praxis Investment Management Inc. 0.16% No change 9,403 $2.6M
Hilltop Holdings Inc. 0.14% Add +424.2% 9,378 $2.6M
Moors & Cabot, Inc. 0.11% Reduce -2.3% 9,368 $2.6M
Twin Capital Management Inc. 0.33% Reduce -2.0% 9,285 $2.6M
Choate Investment Advisors 0.05% No change 9,241 $2.6M
Azimuth Capital Investment Management LLC 0.09% Reduce -5.5% 9,237 $2.6M
Asahi Life Asset Management Co., LTD. 1.42% Reduce -1.2% 9,198 $2.6M
Fieldview Capital Management, LLC 0.42% New 9,132 $2.5M
First National Advisers, LLC 0.34% Add +3.9% 9,090 $2.5M
Stephens Inc. 0.03% Reduce -14.5% 9,051 $2.5M
Founders Financial Securities LLC 0.17% Reduce -11.1% 9,051 $2.5M
Integrated Wealth Concepts LLC 0.02% Add +0.3% 9,032 $2.5M
Pinnacle Holdings, LLC 0.99% Reduce -0.5% 9,031 $2.5M
Tidal Investments LLC 0.01% Add +21.6% 8,913 $2.5M
Spire Wealth Management 0.08% Add +31.3% 8,895 $2.5M
Ostrum Asset Management 0.11% Add +15.4% 8,887 $2.5M
CoreCap Advisors, LLC 0.09% Reduce -14.9% 8,864 $2.5M
Atlantic Edge Private Wealth Management, LLC 0.63% Add +0.7% 8,784 $2.5M
Arrow Financial Corp 0.25% Reduce -2.5% 8,638 $2.4M
Canandaigua National Bank & Trust Co. 0.21% Reduce -9.3% 8,610 $2.4M
Oppenheimer & Co. Inc. 0.03% Add +3.0% 8,603 $2.4M
Avalon Trust Co 0.15% Add +13.1% 8,528 $2.4M
Cadence Bank 0.14% Reduce -0.3% 8,517 $2.4M
AssuredPartners Investment Advisors, LLC 0.53% Add +4.7% 8,475 $2.4M
Jones Financial Companies LLLP 0.00% Add +23.4% 8,469 $2.4M
SteelPeak Wealth, LLC 0.08% Reduce -67.5% 8,417 $2.4M
Jacobi Capital Management LLC 0.14% Reduce -2.3% 8,407 $2.3M
AG2R La Mondiale Gestion D'actifs 0.12% No change 8,766 $2.3M
Webster Bank, N. A. 0.22% Reduce -2.3% 8,349 $2.3M
Accredited Investors Inc. 0.13% Reduce -4.2% 8,300 $2.3M
Focus Financial Network, Inc. 0.08% Add +2.6% 8,289 $2.3M
Tectonic Advisors LLC 0.13% Reduce -1.3% 8,267 $2.3M
Crossmark Global Holdings, Inc. 0.03% Reduce -8.2% 8,257 $2.3M
Empirical Finance, LLC 0.11% Add +0.9% 8,253 $2.3M
Sigma Planning Corp 0.07% Add +2.6% 8,209 $2.3M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -53.9% 8,205 $2.3M
Weaver Capital Management LLC 0.50% Reduce -1.6% 8,201 $2.3M
Allstate Corp. 0.05% New 8,193 $2.3M
Mgo One Seven LLC 0.05% Add +12.3% 8,191 $2.3M
Cim, LLC 0.30% Reduce -1.2% 8,111 $2.3M
Bank & Trust Co 1.66% Reduce -0.1% 8,055 $2.2M
Shell Asset Management Co. 0.22% Reduce -64.6% 8,005 $2.2M
Capital Wealth Planning, LLC 0.02% No change 8,000 $2.2M
First National Trust Co 0.08% Reduce -1.5% 7,993 $2.2M
Cary Street Partners Financial LLC 0.06% Add +3.3% 7,971 $2.2M
Ancora Advisors LLC 0.04% Reduce -0.4% 7,940 $2.2M
Smith Salley Wealth Management 0.11% Add +4.3% 7,901 $2.2M
Man Group plc 0.00% Add +90.9% 7,893 $2.2M
Essex Financial Services, Inc. 0.13% Add +6.0% 7,824 $2.2M
Ashford Capital Management Inc. 0.24% New 7,764 $2.2M
Stonegate Investment Group, LLC 0.05% Reduce -7.6% 7,678 $2.1M
Naples Global Advisors, LLC 0.17% Reduce -0.1% 7,651 $2.1M
Snowden Capital Advisors LLC 0.06% Reduce -2.4% 7,565 $2.1M
FRG Family Wealth Advisors LLC 0.34% Reduce -4.8% 7,525 $2.1M
Quantbot Technologies LP 0.06% New 7,511 $2.1M
Concord Asset Management, LLC 0.38% Add +3.7% 7,489 $2.1M
Virtue Asset Management LLC 1.75% — 7,453 $2.1M
Venture Visionary Partners LLC 0.07% Add +0.1% 7,397 $2.1M
Johnson Financial Group, Inc. 0.08% Add +2.0% 7,393 $2.1M
Johnson Investment Counsel Inc. 0.02% Add +47.1% 7,391 $2.1M
Concord Wealth Partners 0.28% Add +2.0% 7,365 $2.1M
OneDigital Investment Advisors LLC 0.02% Reduce -0.4% 7,357 $2.1M
Summit Global Investments 0.12% Reduce -4.3% 7,337 $2.0M
Benin Management CORP 0.48% Reduce -2.7% 7,305 $2.0M
Mitchell McLeod Pugh & Williams Inc. 0.33% Reduce -0.3% 7,600 $2.0M
Cubist Systematic Strategies, LLC 0.03% New 7,291 $2.0M
Two Sigma Investments, LP 0.00% Reduce -78.0% 7,290 $2.0M
Quadcap Wealth Management, LLC 0.24% Reduce -1.2% 7,290 $2.0M
Ascent Group, LLC 0.07% Add +4.6% 7,282 $2.0M
Virtus Investment Advisers, LLC 0.57% Add +34.4% 7,185 $2.0M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.7% 7,176 $2.0M
JT Stratford LLC 0.27% Add +2.3% 7,152 $2.0M
Fayez Sarofim & Co 0.00% Reduce -6.1% 7,113 $2.0M
Profund Advisors LLC 0.06% Add +6.6% 7,021 $2.0M
Gifford Fong Associates 0.41% No change 7,000 $2.0M
Nordwand Advisors, LLC 0.31% Add +0.7% 6,940 $1.9M
WBH Advisory Inc. 0.15% Reduce -2.9% 6,912 $1.9M
Eagle Capital Management LLC 0.01% No change 6,900 $1.9M
Parallel Advisors, LLC 0.04% Add +0.3% 6,889 $1.9M
Signaturefd, LLC 0.03% Add +2.7% 6,880 $1.9M
Nicholas Hoffman & Company, LLC. 0.05% Reduce -0.8% 6,816 $1.9M
Inceptionr LLC 0.46% Add +189.4% 6,805 $1.9M
Tokio Marine Asset Management Co. Ltd. 0.07% Add +0.4% 6,800 $1.9M
Landscape Capital Management, L.L.C. 0.12% Add +108.9% 6,783 $1.9M
Beacon Financial Group 0.19% Reduce -0.8% 6,741 $1.9M
Clearstead Advisors, LLC 0.03% Reduce -5.9% 6,730 $1.9M
Susquehanna Portfolio Strategies, LLC 0.03% Reduce -73.5% 6,666 $1.9M
Northern Financial Advisors Inc 0.97% Reduce -1.0% 6,633 $1.9M
Muhlenkamp & Co. Inc. 0.50% Reduce -0.3% 6,627 $1.9M
Tevis Investment Management 1.11% Add +0.1% 6,605 $1.8M
Vise Technologies, Inc. 0.07% Reduce -5.9% 6,602 $1.8M
Agate Pass Investment Management, LLC 0.70% No change 6,575 $1.8M
Aptus Capital Advisors, LLC 0.02% Reduce -5.9% 6,570 $1.8M
Dagco, Inc. 0.46% Add +0.1% 6,552 $1.8M
Belpointe Asset Management LLC 0.07% Add +20.6% 6,548 $1.8M
Ballast, Inc. 0.45% Reduce -1.3% 6,548 $1.8M
HighPoint Advisor Group LLC 0.09% Reduce -2.6% 6,510 $1.8M
Resources Management Corp. /CT/ 0.23% Reduce -0.8% 6,493 $1.8M
Quadrant Capital Group LLC 0.06% No change 6,478 $1.8M
TD Private Client Wealth LLC 0.04% Reduce -1.1% 6,462 $1.8M
BSW Wealth Partners 0.22% Reduce -3.2% 6,434 $1.8M
IHT Wealth Management, LLC 0.05% Reduce -0.9% 6,419 $1.8M
Dakota Wealth Management 0.04% Reduce -12.3% 6,396 $1.8M
Ames National Corp. 1.06% Reduce -0.3% 6,387 $1.8M
AIA Group Ltd 0.03% New 6,351 $1.8M
PYA Waltman Capital, LLC 0.47% Add +3.2% 6,333 $1.8M
Paragon Capital Management Inc. 1.32% Reduce -3.9% 6,296 $1.8M
Fiduciary Trust Co 0.02% Add +4.0% 6,287 $1.8M
Brighton Jones LLC 0.04% Add +32.4% 6,269 $1.8M
LRI Investments, LLC 0.14% Add +0.8% 6,261 $1.7M
Kestra Private Wealth Services, LLC 0.02% Add +6.2% 6,213 $1.7M
Cornerstone Advisors, LLC 0.06% Reduce -32.6% 6,200 $1.7M
Douglass Winthrop Advisors, LLC 0.03% Add +14.4% 6,153 $1.7M
Vaughan David Investments LLC 0.04% No change 6,109 $1.7M
Farther Finance Advisors, LLC 0.03% Add +75.2% 6,107 $1.7M
Ashton Thomas Private Wealth, LLC 0.04% Reduce -0.1% 6,080 $1.7M
Moody National Bank Trust Division 0.14% Reduce -4.4% 6,073 $1.7M
Mufg Securities Americas Inc. 0.11% Add +20.9% 6,072 $1.7M
Aster Capital Management (DIFC) Ltd 0.85% Add +1184.1% 6,061 $1.7M
Farringdon Capital, Ltd. 0.43% Add +499.4% 6,048 $1.7M
Sciencast Management LP 0.32% New 6,034 $1.7M
Capula Management Ltd 0.01% New 6,027 $1.7M
Claro Advisors Inc. 0.25% Reduce -1.4% 6,022 $1.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -3.0% 6,007 $1.7M
SlateStone Wealth, LLC 0.14% Add +3.3% 5,994 $1.7M
Kentucky Retirement Systems Insurance Trust Fund 0.11% Reduce -3.2% 5,950 $1.7M
NJ State Employees Deferred Compensation Plan 0.18% No change 5,943 $1.7M
South Dakota Investment Council 0.03% Reduce -15.7% 5,930 $1.7M
Concurrent Investment Advisors, LLC 0.03% No change 5,927 $1.7M
Pensionfund Sabic 0.45% No change 5,900 $1.6M
Benjamin Edwards Inc. 0.02% Reduce -10.8% 5,894 $1.6M
Meiji Yasuda Asset Management Co Ltd. 0.08% Reduce -21.4% 5,877 $1.6M
MassMutual Private Wealth & Trust, FSB 0.04% Add +253.0% 5,877 $1.6M
Meeder Advisory Services, Inc. 0.08% Reduce -0.6% 5,850 $1.6M
Groupama Asset Managment 0.02% New 5,783 $1.6M
Gen-Wealth Partners Inc 0.55% Add +9.2% 5,782 $1.6M
Mb, Levis & Associates, LLC 0.70% Reduce -6.3% 5,761 $1.6M
Summit Trail Advisors, LLC 0.02% Add +58.8% 5,758 $1.6M
Corsicana & Co. 0.90% — 5,709 $1.6M
Elevation Point Wealth Partners, LLC 0.11% Add +206.7% 5,707 $1.6M
Phoenix Financial Ltd. 0.02% Add +65.1% 5,695 $1.6M
Y-Intercept (Hong Kong) Ltd 0.04% Reduce -46.7% 5,646 $1.6M
Kathmere Capital Management, LLC 0.11% Reduce -6.4% 5,594 $1.6M
Cornercap Investment Counsel Inc. 0.78% Reduce -1.6% 5,593 $1.6M
HighMark Wealth Management LLC 0.69% Add +0.1% 5,576 $1.6M
Dynamic Advisor Solutions LLC 0.04% Add +5.3% 5,553 $1.6M
Dorsey & Whitney Trust CO LLC 0.08% Add +15.7% 5,543 $1.5M
Wealth Alliance, LLC 0.16% Reduce -2.5% 5,537 $1.5M
Waverly Advisors, LLC 0.02% Add +9.8% 5,509 $1.5M
Academy Capital Management 0.22% Reduce -14.3% 5,500 $1.5M
Coldstream Capital Management Inc. 0.02% Add +11.0% 5,482 $1.5M
Elmwood Wealth Management, Inc. 0.54% Reduce -0.6% 5,428 $1.5M
Trust Co. of Vermont 0.07% Reduce -3.8% 5,426 $1.5M
Arvest Investments, Inc. 0.22% Reduce -1.3% 5,414 $1.5M
Lowe Brockenbrough & Co. Inc. 0.08% Reduce -0.2% 5,398 $1.5M
NorthRock Partners, LLC 0.03% Add +38.9% 5,350 $1.5M
Plimoth Trust Co. LLC 0.33% Add +0.0% 5,289 $1.5M
Roundview Capital LLC 0.09% Add +0.0% 5,265 $1.5M
Glenview Trust Co 0.02% Reduce -0.1% 5,258 $1.5M
Sumitomo Life Insurance Co. 0.05% Reduce -2.9% 5,201 $1.5M
Pallas Capital Advisors LLC 0.05% Reduce -6.7% 5,194 $1.5M
Convergence Investment Partners, LLC 0.32% Add +11.4% 5,182 $1.4M
PFG Advisors 0.06% Add +4.4% 5,177 $1.4M
Haverford Trust Co 0.01% Reduce -3.1% 5,175 $1.4M
Carmel Capital Partners, LLC 0.61% Reduce -28.1% 5,171 $1.4M
Guyasuta Investment Advisors Inc. 0.08% No change 5,165 $1.4M
Institute for Wealth Management, LLC. 0.15% Reduce -5.9% 5,140 $1.4M
Joel Isaacson & Co., LLC 0.05% Add +0.9% 5,105 $1.4M
GC Wealth Management RIA, LLC 0.05% Add +180.6% 5,102 $1.4M
Board of the Pension Protection Fund 1.39% Reduce -3.8% 5,100 $1.4M
Jump Financial, LLC 0.02% New 5,068 $1.4M
Old National Bancorp 0.02% Reduce -9.2% 5,027 $1.4M
Plato Investment Management Ltd 0.10% No change 5,065 $1.4M
Private Trust Co. NA 0.12% Reduce -1.7% 5,020 $1.4M
Trust Co. of Toledo NA 0.14% No change 5,017 $1.4M
Barden Capital Management, Inc. 1.16% Reduce -0.5% 4,990 $1.4M
Valeo Financial Advisors, LLC 0.03% Reduce -2.4% 4,985 $1.4M
Harbor Capital Advisors, Inc. 0.11% Reduce -0.2% 4,942 $1.4M
Maridea Wealth Management LLC 0.21% New 5,199 $1.4M
Beaumont Financial Advisors, LLC 0.09% Add +0.1% 4,918 $1.4M
Blue Trust, Inc. 0.02% Reduce -6.9% 4,896 $1.4M
Providence Wealth Advisors, LLC 0.86% Add +0.9% 5,088 $1.4M
Clare Market Investments LLC 0.27% Add +24.3% 4,860 $1.4M
Hanson & Doremus Investment Management 0.17% Reduce -0.1% 4,799 $1.3M
Rydar Equities, Inc. 1.07% Reduce -0.7% 4,803 $1.3M
Geneos Wealth Management Inc. 0.03% Reduce -14.2% 4,749 $1.3M
RFG - Bristol Wealth Advisors, LLC 0.38% Reduce -6.7% 4,706 $1.3M
DAVENPORT & Co LLC 0.01% Add +5.5% 4,705 $1.3M
Net Worth Advisory Group 0.38% Reduce -15.4% 4,661 $1.3M
Forum Financial Management, LP 0.02% Add +5.1% 4,659 $1.3M
FineMark National Bank & Trust 0.04% Reduce -8.6% 4,637 $1.3M
Prostatis Group LLC 0.32% Add +15.1% 4,631 $1.3M
Commonwealth Retirement Investments LLC 0.44% Add +11.8% 4,607 $1.3M
Transamerica Financial Advisors, LLC 0.11% Reduce -0.8% 4,585 $1.3M
Procyon Advisors, LLC 0.08% Add +82.0% 4,554 $1.3M
Stock Yards Bank & Trust Co. 0.04% Reduce -5.2% 4,531 $1.3M
Bailard, Inc. 0.03% Reduce -3.6% 4,515 $1.3M
Equitable Holdings, Inc. 0.01% Add +4.9% 4,496 $1.3M
Canada Post Corp Registered Pension Plan 0.06% Add +22.8% 4,531 $1.3M
Calamos Wealth Management LLC 0.05% Add +3.8% 4,474 $1.2M
Callan Family Office, LLC 0.04% Reduce -15.5% 4,462 $1.2M
Two Sigma Securities, LLC 0.18% New 4,391 $1.2M
Bridges Investment Management Inc. 0.02% No change 4,387 $1.2M
AA Financial Advisors, LLC 0.24% Add +11.3% 4,386 $1.2M
Investors Asset Management of Georgia Inc. /Ga/ 0.52% No change 4,361 $1.2M
Arkadios Wealth Advisors 0.03% Add +42.7% 4,314 $1.2M
MUFG Securities EMEA plc 0.03% Add +545.1% 4,309 $1.2M
Somerset Group LLC 0.95% No change 4,303 $1.2M
Coastal Bridge Advisors, LLC 0.09% Reduce -1.6% 4,287 $1.2M
Equitable Trust Co. 0.06% No change 4,285 $1.2M
JB Capital LLC 0.05% Add +2.5% 4,204 $1.2M
Tudor Financial Inc. 0.62% No change 4,200 $1.2M
Curi Capital, LLC 0.02% Add +3.7% 4,200 $1.2M
Wolverine Trading, LLC 0.02% New 4,219 $1.2M
Abner Herrman & Brock LLC 0.12% New 4,177 $1.2M
Zions Bancorporation, National Association 0.06% Reduce -11.0% 4,173 $1.2M
Texas Bank & Trust Co 0.44% Reduce -2.5% 4,165 $1.2M
Tradewinds, LLC. 0.28% New 4,164 $1.2M
Exchange Traded Concepts, LLC 0.01% Add +384.2% 4,135 $1.2M
IFC Advisors LLC 0.21% Add +0.1% 4,121 $1.2M
Rothschild Investment LLC 0.06% Add +11.8% 4,119 $1.2M
West Paces Advisors Inc. 0.23% No change 4,112 $1.1M
Vectors Research Management, LLC 0.36% No change 4,100 $1.1M
Westerkirk Capital Inc. 0.13% No change 4,100 $1.1M
Fifth Third Wealth Advisors LLC 0.04% Add +1.0% 4,093 $1.1M
Flputnam Investment Management Co. 0.02% Reduce -11.8% 4,074 $1.1M
Forza Wealth Management, LLC 0.44% No change 4,072 $1.1M
Private Wealth Asset Management, LLC 0.13% Reduce -6.9% 4,045 $1.1M
HBK Sorce Advisory LLC 0.03% Add +0.7% 4,181 $1.1M
Compound Planning, Inc. 0.04% Add +18.5% 4,024 $1.1M
Essential Partners LLC 0.37% Add +8.2% 4,023 $1.1M
Smartleaf Asset Management LLC 0.07% Add +39.1% 4,058 $1.1M
MWA Asset Management 0.62% Add +0.8% 4,012 $1.1M
Linden Thomas Advisory Services, LLC 0.11% Add +8.6% 4,009 $1.1M
Sterneck Capital Management, LLC 0.52% No change 4,000 $1.1M
Courier Capital LLC 0.06% Reduce -33.5% 4,000 $1.1M
Yoffe Investment Management, LLC 1.45% No change 3,987 $1.1M
JSF Financial, LLC 0.24% New 3,904 $1.1M
SummitTX Capital, L.P. 0.05% Reduce -30.3% 3,894 $1.1M
Impact Partnership Wealth, LLC 0.16% Add +33.0% 3,846 $1.1M
Schonfeld Strategic Advisors LLC 0.01% New 3,829 $1.1M
Mission Wealth Management, LP 0.02% Add +18.9% 3,800 $1.1M
Fullcircle Wealth LLC 0.37% Reduce -1.2% 3,816 $1.1M
Bard Financial Services, Inc. 0.12% No change 3,775 $1.1M
High Note Wealth, LLC 0.21% Add +0.0% 3,764 $1.1M
Syon Capital LLC 0.06% Add +16.0% 3,741 $1.0M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.22% Reduce -16.2% 3,719 $1.0M
Kanawha Capital Management LLC 0.07% No change 3,718 $1.0M
Tocqueville Asset Management L.P. 0.02% Reduce -9.7% 3,707 $1.0M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.04% Add +5.7% 3,700 $1.0M
Smithfield Trust Co 0.05% No change 3,703 $1.0M
Soltis Investment Advisors LLC 0.07% Add +4.5% 3,684 $1.0M
AMG National Trust Bank 0.03% Reduce -0.6% 3,666 $1.0M
1 North Wealth Services LLC 0.42% Reduce -0.6% 3,651 $1.0M
Guardian Partners Inc. 0.09% No change 3,647 $1.0M
PFG Investments, LLC 0.05% Reduce -2.5% 3,613 $1.0M
Salzhauer Michael 0.52% New 700 $1.0M
GTS Securities LLC 0.04% New 3,594 $1.0M
Abn Amro Investment Solutions 0.02% No change 3,567 $996K
Legacy Capital Group California, Inc. 0.25% New 3,562 $995K
CENTRAL TRUST Co 0.02% Add +0.9% 3,545 $990K
Foundations Investment Advisors, LLC 0.01% Add +12.7% 3,544 $990K
LVW Advisors, LLC 0.10% Add +2.1% 3,538 $988K
Boyd Watterson Asset Management LLC 0.30% No change 3,538 $988K
Integrated Quantitative Investments LLC 0.28% No change 3,522 $983K
Aljian Capital Management, LLC 0.20% Reduce -0.1% 3,504 $978K
Wilmington Savings Fund Society, FSB 0.02% Reduce -67.5% 3,487 $974K
Pinnacle Wealth Management Advisory Group, LLC 0.07% No change 3,457 $965K
Quantitative Investment Management, LLC 0.13% New 3,449 $963K
JNBA Financial Advisors 0.09% Add +24.1% 3,434 $959K
Principal Securities, Inc. 0.02% Add +8.3% 3,377 $943K
Tema ETFs LLC 0.08% New 3,375 $942K
Rinkey Investments 0.25% New 3,368 $940K
Lederer & Associates Investment Counsel 0.61% No change 3,355 $937K
Tradition Wealth Management, LLC 0.07% Add +0.3% 3,348 $935K
Point72 Hong Kong Ltd 0.04% New 3,340 $933K
B. Riley Wealth Advisors, Inc. 0.04% Reduce -32.4% 3,340 $933K
Burns J W & Co. Inc. 0.11% Reduce -1.3% 3,329 $930K
Minot DeBlois Advisors LLC 0.84% Add +0.5% 3,328 $929K
Searle & Co. 0.24% No change 3,304 $923K
Villere St Denis J & Co. LLC 0.09% No change 3,303 $922K
Point72 Asia (Singapore) Pte. Ltd. 0.14% New 3,280 $916K
Ar Asset Management Inc. 0.19% No change 3,264 $911K
Strategic Advisors LLC 0.15% Reduce -0.3% 3,262 $911K
LVM Capital Management Ltd. 0.09% No change 3,251 $908K
Mitchell & Pahl Private Wealth, LLC 0.38% Reduce -1.2% 3,224 $900K
Quad-Cities Investment Group, LLC 0.38% Add +0.1% 3,209 $896K
RiverFront Investment Group, LLC 0.02% Add +20.3% 3,201 $894K
Krilogy Financial LLC 0.03% New 3,225 $892K
Wedmont Private Capital 0.03% Reduce -1.4% 3,126 $891K
Roehl & Yi Investment Advisors, LLC 0.39% Reduce -11.7% 3,184 $889K
Davis R M Inc. 0.02% No change 3,161 $883K
Alpha Cubed Investments, LLC 0.03% Reduce -0.1% 3,117 $870K
Evernest Financial Advisors, LLC 0.24% Reduce -1.3% 3,113 $869K
Dark Forest Capital Management LP 0.03% Reduce -67.4% 3,110 $868K
Baker Tilly Wealth Management, LLC 0.20% Reduce -19.8% 3,094 $864K
Berger Financial Group, Inc 0.05% Reduce -0.7% 3,092 $863K
Wilson & Boucher Capital Management, LLC 0.57% No change 3,088 $862K
Van Hulzen Asset Management, LLC 0.06% Add +0.0% 3,076 $859K
Pinnacle Bancorp, Inc. 0.25% No change 3,068 $857K
Pitcairn Co. 0.07% Reduce -18.0% 3,068 $857K
Level Four Advisory Services, LLC 0.03% Add +1.6% 3,044 $850K
Frank, Rimerman Advisors LLC 0.05% Reduce -0.8% 3,044 $850K
Silvercrest Asset Management Group LLC 0.01% Reduce -19.9% 3,016 $842K
Prime Capital Investment Advisors, LLC 0.01% Add +59.2% 3,004 $839K
Camden National Bank 0.12% No change 2,996 $837K
Picton Mahoney Asset Management 0.01% New 2,992 $836K
Fidelis Capital Partners, LLC 0.07% Add +1.5% 2,994 $836K
Mount Lucas Management LP 0.38% Reduce -2.5% 2,986 $834K
Integrated Advisors Network LLC 0.03% Add +1.1% 2,974 $830K
CHICAGO TRUST Co NA 0.12% Add +0.1% 2,959 $826K
Checchi Capital Advisers, LLC 0.06% Reduce -6.2% 2,923 $816K
Legacy Capital Wealth Partners, LLC 0.18% Reduce -15.3% 2,920 $815K
Baker Ellis Asset Management LLC 0.10% New 2,919 $815K
Polymer Capital Management (US) LLC 0.11% New 2,909 $812K
Bank of Stockton 0.23% Reduce -0.2% 2,901 $810K
Connecticut Wealth Management, LLC 0.04% Add +6.8% 2,901 $810K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.08% No change 2,899 $809K
Ibex Wealth Advisors 0.08% Add +1.4% 2,889 $807K
Anchor Investment Management, LLC 0.07% Add +161.6% 2,885 $806K
Eastern Bank 0.01% Add +7.1% 2,848 $795K
Clear Harbor Asset Management, LLC 0.06% No change 2,847 $795K
Apollon Wealth Management, LLC 0.01% Reduce -15.7% 2,836 $792K
Valtrion Capital Management, LLC 0.85% Add +0.8% 2,835 $792K
Wealthspire Advisors, LLC 0.00% Reduce -16.4% 2,810 $785K
Guardian Wealth Advisors, LLC / NC 0.05% Add +0.6% 2,807 $784K
DRW Securities, LLC 0.04% Add +89.5% 2,804 $783K
CWA Asset Management Group, LLC 0.03% Add +0.5% 2,803 $783K
Capital Investment Advisors, LLC 0.01% Add +14.2% 2,795 $780K
Gryphon Financial Partners LLC 0.09% Reduce -7.8% 2,792 $779K
Brave Asset Management Inc. 0.19% No change 2,780 $776K
World Investment Advisors 0.02% Add +27.0% 2,768 $773K
Great Valley Advisor Group, Inc. 0.02% Reduce -1.1% 2,756 $769K
Mendel Money Management 0.32% No change 2,742 $766K
Associated Banc-Corp 0.02% No change 2,734 $763K
Chesapeake Asset Management LLC 0.67% Reduce -1.8% 2,725 $761K
SkyOak Wealth, LLC 0.14% No change 2,721 $760K
Baldwin Wealth Partners LLC 0.05% No change 2,715 $758K
Interchange Capital Partners, LLC 0.15% Add +9.6% 2,710 $757K
Sagespring Wealth Partners, LLC 0.01% New 2,708 $756K
Madison Asset Management, LLC 0.01% Reduce -5.3% 2,690 $751K
HUB Investment Partners, LLC 0.03% Reduce -1.2% 2,688 $750K
AE Wealth Management LLC 0.00% Add +39.2% 2,664 $744K
Aries Wealth Management 0.18% No change 2,658 $742K
Inlet Private Wealth, LLC 0.17% Add +2.4% 2,651 $740K
Bank of New Hampshire 0.17% Reduce -2.6% 2,648 $739K
PUREfi Wealth, LLC 0.57% Add +15.8% 2,644 $738K
Trust Asset Management LLC 0.05% No change 2,619 $731K
Welch & Forbes LLC 0.01% No change 2,611 $729K
Orrstown Financial Services Inc. 0.12% No change 2,611 $729K
Legacy Financial Group LLC 0.10% Add +0.9% 2,610 $729K
Brooklyn Investment Group 0.10% Reduce -2.4% 2,758 $726K
Summit Financial, LLC 0.01% Add +57.8% 2,592 $724K
Aureus Asset Management, LLC 0.05% Reduce -22.5% 2,588 $723K
Park National Corp. 0.02% Reduce -0.3% 2,572 $718K
National Wealth Management Group, LLC 0.27% New 2,552 $713K
First National Bank Sioux Falls 0.22% Reduce -0.6% 2,548 $711K
Biltmore Family Office, LLC 0.10% Add +203.8% 2,534 $708K
True Vision MN LLC 0.37% No change 2,532 $707K
Stiles Financial Services Inc 0.22% Add +0.2% 2,531 $707K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +3.0% 2,514 $702K
Mather Group, Llc. 0.01% Add +15.6% 2,513 $702K
Beacon Investment Advisors LLC 0.29% Add +0.0% 2,507 $700K
Kepler Cheuvreux (Suisse) SA 0.04% — 2,505 $699K
Journey Advisory Group, LLC 0.05% Reduce -3.9% 2,495 $697K
Mediolanum International Funds Ltd 0.01% New 2,519 $697K
Boston Trust Walden Corp 0.01% No change 2,486 $694K
Franklin Street Advisors Inc. 0.04% Reduce -3.9% 2,479 $692K
StoneX Group Inc. 0.03% Add +0.1% 2,475 $691K
Sound View Wealth Advisors Group, LLC 0.05% Reduce -1.7% 2,460 $687K
Essex Bank 0.15% No change 2,459 $687K
Evoke Wealth, LLC 0.01% Add +5.9% 2,453 $685K
NorthCrest Asset Manangement, LLC 0.02% Add +51.7% 2,403 $685K
Transcend Capital Advisors, LLC 0.05% Add +19.6% 2,448 $684K
Modera Wealth Management, LLC 0.01% Add +5.7% 2,448 $684K
Scientech Research LLC 0.24% New 2,443 $682K
Harbour Capital Advisors, LLC 0.14% Add +0.0% 2,391 $681K
Fox Run Management, L.L.C. 0.11% New 2,431 $679K
Stratos Wealth Partners, LTD. 0.01% Add +4.1% 2,427 $678K
Insigneo Advisory Services, LLC 0.05% Reduce -4.6% 2,420 $676K
Brookstone Capital Management 0.01% Reduce -4.0% 2,417 $675K
Mesirow Financial Investment Management, Inc. 0.01% Add +21.4% 2,416 $674K
Larson Financial Group LLC 0.02% Reduce -32.8% 2,406 $672K
Alhambra Investment Management LLC 0.32% Add +3.0% 2,400 $670K
Northcape Wealth Management, LLC 0.20% No change 2,400 $670K
Cibc World Market Inc. 0.00% Add +40.6% 2,384 $666K
Baron Wealth Management LLC 0.22% Reduce -1.6% 2,384 $666K
Rexford Capital Inc. 0.51% Add +1.3% 2,382 $665K
Jeppson Wealth Management, LLC 0.21% Reduce -4.8% 2,370 $662K
TCI Wealth Advisors, Inc. 0.04% Add +0.3% 2,359 $659K
WJ Financial Advisors LLC 0.64% — 2,349 $656K
1620 Investment Advisors, Inc. 0.45% Reduce -1.1% 2,340 $653K
Moneco Advisors, LLC 0.05% Add +0.3% 2,335 $652K
LMCG Investments, LLC 0.04% No change 2,332 $651K
Pure Financial Advisors, LLC 0.01% Add +8.1% 2,331 $651K
Heritage Wealth Management, Inc. 0.19% No change 2,330 $651K
Salvus Wealth Management, LLC 0.36% Add +0.2% 2,326 $649K
Measured Wealth Private Client Group, LLC 0.18% Reduce -12.7% 2,326 $649K
Foundation Resource Management Inc. 0.09% Add +1.3% 2,315 $646K
Sageworth Trust Co of South Dakota 0.61% No change 2,308 $644K
Dynamic Technology Lab Private Ltd 0.11% Reduce -25.5% 2,302 $643K
Daymark Wealth Partners, LLC 0.02% Add +0.5% 2,294 $640K
Sky Investment Group LLC 0.11% No change 2,291 $640K
Kingswood Wealth Advisors, LLC 0.04% Add +53.1% 2,277 $636K
United Community Bank 0.20% Reduce -2.6% 2,268 $633K
Financial Engines Advisors L.L.C. 0.00% Reduce -0.2% 2,259 $631K
Axxcess Wealth Management, LLC 0.01% Reduce -38.3% 2,239 $625K
Stegent Equity Advisors, Inc. 0.51% Add +6.0% 2,238 $625K
Weik Capital Management 0.23% No change 2,235 $624K
EverSource Wealth Advisors, LLC 0.02% Add +8.9% 2,234 $624K
Cigna Investments Inc. 0.09% No change 2,222 $620K
Tradewinds Capital Management, LLC 0.14% Add +9.1% 2,215 $618K
Fisher Asset Management 0.00% Add +20.6% 2,212 $618K
Bridgewater Advisors Inc. 0.04% Add +6.8% 2,228 $616K
Flagship Harbor Advisors, LLC 0.03% Reduce -23.4% 2,204 $615K
Clarius Group, LLC 0.04% Reduce -21.4% 2,203 $615K
Kestra Investment Management, LLC 0.02% Reduce -0.1% 2,193 $612K
Leavell Investment Management, Inc. 0.03% No change 2,192 $612K
City State Bank 0.18% Reduce -3.5% 2,186 $610K
Avantax Planning Partners, Inc. 0.02% Add +0.1% 2,164 $604K
River Wealth Advisors LLC 0.07% Add +0.2% 2,164 $604K
Williams Jones Wealth Management, LLC. 0.01% No change 2,163 $604K
Florida Trust Wealth Management Co 0.02% No change 2,158 $603K
Sax Wealth Advisors, LLC 0.03% Add +4.2% 2,157 $602K
Wedbush Securities Inc. 0.02% Reduce -10.0% 2,157 $602K
EntryPoint Capital, LLC 0.23% New 2,139 $597K
Empower Advisory Group, LLC 0.00% Reduce -1.8% 2,126 $594K
Steel Grove Capital Advisors, LLC 0.07% No change 2,217 $593K
SouthState Bank Corp 0.03% Reduce -3.4% 2,123 $593K
Keystone Financial Group 0.05% No change 2,111 $589K
Ledyard National Bank 0.05% No change 2,097 $586K
Caisse Des Depots Et Consignations 0.02% No change 2,091 $584K
State of Wyoming 0.07% Add +9.1% 2,080 $581K
West Family Investments, Inc. 0.13% Add +0.9% 2,079 $580K
Hamilton Capital Partners Inc. 0.02% Reduce -27.8% 2,077 $580K
Moody LYNN Lieberson & Walker, LLC 0.03% Reduce -10.9% 2,061 $575K
Lifeworks Advisors, LLC 0.08% Reduce -1.4% 2,060 $575K
Diligent Investors, LLC 0.15% No change 2,056 $574K
Ameritas Investment Partners, Inc. 0.02% Reduce -5.0% 2,052 $573K
Eagle Harbor Asset Management Inc. 0.49% Add +0.8% 2,035 $568K
International Assets Investment Management, LLC 0.05% No change 2,124 $567K
United Capital Management of KS, Inc. 0.08% New 2,029 $567K
Bearing Point Capital, LLC 0.10% No change 2,019 $564K
AlphaCore Capital LLC 0.02% Add +33.9% 2,017 $563K
Pin Oak Investment Advisors Inc. 0.40% Add +102.2% 2,016 $563K
Patrick M Sweeney & Associates, Inc. 0.36% No change 2,015 $563K
Mark Sheptoff Financial Planning, LLC 0.27% No change 2,015 $563K
Parr McKnight Wealth Management Group, LLC 0.07% No change 2,013 $562K
Fortis Group Advisors, LLC 0.10% Add +0.4% 2,086 $560K
Defined Wealth Management, LLC 0.32% Add +0.1% 2,004 $560K
Finward Bancorp 0.42% Reduce -7.4% 2,000 $558K
Farmers Trust Co. 0.10% No change 1,984 $554K
Schmidt P J Investment Management Inc. 0.09% Add +0.9% 1,978 $552K
Journey Strategic Wealth LLC 0.02% Add +29.6% 1,972 $551K
PDS Planning, Inc 0.04% Reduce -0.5% 1,962 $548K
WFA Asset Management Corp 0.30% Add +0.4% 2,339 $548K
Brown Wealth Management, LLC 0.15% Add +1.1% 1,953 $545K
Parkside Financial Bank & Trust 0.04% Reduce -0.1% 1,950 $544K
Opus Capital Group, LLC 0.06% Reduce -4.8% 1,945 $543K
Evergreen Capital Management LLC 0.01% Add +9.8% 1,944 $543K
Scotia Capital Inc. 0.00% Add +33.5% 1,935 $540K
Marco Investment Management LLC 0.04% Add +0.1% 1,931 $539K
First National Corp. /Ma/ 0.10% Add +2.9% 1,944 $539K
Mutual Advisors, LLC 0.01% Add +6.1% 1,991 $536K
Valley Brook Capital Group, Inc. 0.36% No change 1,918 $536K
Crestwood Advisors Group, LLC 0.01% Add +19.0% 1,917 $535K
Brown Brothers Harriman & Co. 0.00% Add +44.9% 1,917 $535K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% Reduce -0.3% 1,907 $532K
Spinnaker Trust 0.03% No change 1,905 $532K
LSV Asset Management 0.00% No change 1,900 $531K
Mechanics Bank Trust Department 0.07% No change 1,900 $531K
Moneta Group Investment Advisors LLC 0.00% Reduce -4.8% 1,885 $526K
Glen Eagle Advisors, LLC 0.07% Add +22.2% 1,870 $522K
Thomasville National Bank 0.03% No change 1,870 $522K
Peak Asset Management, LLC 0.09% No change 1,869 $522K
Stockman Wealth Management, Inc. 0.06% Add +0.2% 1,866 $521K
Bank of Hawaii 0.03% Reduce -4.0% 1,863 $520K
Cahaba Wealth Management, Inc. 0.04% Add +0.4% 1,854 $518K
Donaldson Capital Management, LLC 0.02% Add +0.7% 1,847 $516K
Kenora Financial, LLC 0.17% Add +5.8% 1,839 $513K
Employees Retirement System of Texas 0.00% No change 1,836 $513K
Chicago Partners Investment Group LLC 0.01% Reduce -15.9% 1,913 $513K
SeaCrest Wealth Management, LLC 0.05% Reduce -0.9% 1,813 $513K
Premier Path Wealth Partners, LLC 0.07% Add +1.4% 1,823 $509K
4WEALTH Advisors, Inc. 0.47% Add +8.3% 1,822 $509K
Advisors Capital Management, LLC 0.01% Add +0.8% 1,818 $508K
Texas Capital Bank Wealth Management Services Inc 0.04% Reduce -11.5% 1,815 $507K
CSS LLC 0.09% Reduce -17.4% 1,800 $503K
Southeast Asset Advisors, LLC 0.05% Add +5.9% 1,800 $503K
Northeast Investment Management 0.02% Reduce -5.3% 1,800 $503K
Rockland Trust Co. 0.02% Reduce -9.5% 1,765 $493K
Global Retirement Partners, LLC 0.01% Reduce -10.9% 1,762 $492K
Longfellow Investment Management Co. LLC 0.12% New 1,755 $490K
Drive Wealth Management, LLC 0.10% Reduce -0.1% 1,751 $489K
Sivia Capital Partners, LLC 0.14% Add +20.2% 1,750 $489K
LBMC Investment Advisors, LLC 0.03% New 1,750 $489K
Wesbanco Bank Inc. 0.01% No change 1,745 $487K
Community Bank, N.A. 0.06% Reduce -25.0% 1,741 $486K
Beverly Hills Private Wealth, LLC 0.09% Reduce -0.1% 1,737 $485K
Modern Wealth Management, LLC 0.01% Add +0.2% 1,737 $485K
Sylvest Advisors, LLC 0.26% Reduce -5.7% 1,735 $484K
Personal Cfo Solutions, LLC 0.09% Add +4.3% 1,734 $484K
Cidel Asset Management Inc. 0.03% Reduce -14.1% 1,734 $484K
Advus Financial Partners, LLC 0.12% Reduce -2.0% 1,726 $482K
Pavion Blue Capital, LLC 0.21% No change 1,724 $481K
Destination Wealth Management 0.01% Reduce -1.0% 1,724 $481K
Mountain Pacific Investment Advisers LLC 0.08% Reduce -8.0% 1,720 $480K
SYM FINANCIAL Corp 0.05% Add +4.3% 1,711 $478K
Neville Rodie & Shaw Inc. 0.03% No change 1,700 $474K
Centaurus Financial, Inc. 0.02% Reduce -22.3% 1,697 $474K
Nwam LLC 0.03% Add +0.5% 1,719 $473K
Appleton Partners Inc. 0.03% No change 1,682 $470K
Whalerock Point Partners, LLC 0.10% No change 1,678 $469K
Athena Investment Management 0.24% Reduce -2.7% 1,672 $467K
VestGen Advisors, LLC 0.02% Add +38.1% 1,671 $467K
Oberweis Asset Management Inc./ 0.02% Reduce -12.9% 1,670 $466K
Busey Bank 0.01% Reduce -5.9% 1,663 $464K
Savvy Advisors, Inc. 0.02% New 1,662 $464K
Nixon Peabody Trust Co. 0.03% Reduce -29.5% 1,659 $463K
Quotient Wealth Partners, LLC 0.01% Reduce -9.9% 1,654 $462K
AlphaQuest LLC 0.03% New 1,652 $461K
Canandaigua National Trust Co of Florida 0.36% No change 1,648 $460K
Cornell Pochily Investment Advisors, Inc. 0.14% Add +3.5% 1,646 $460K
Optimize Financial Inc. 0.24% Add +14.1% 1,640 $458K
Fiduciary Group, LLC 0.04% No change 1,633 $456K
Bar Harbor Wealth Management 0.03% No change 1,627 $454K
AGH Wealth Advisors, LLC 0.33% Reduce -0.4% 1,620 $452K
Hudson Portfolio Management LLC 0.40% No change 1,617 $451K
Cozad Asset Management Inc. 0.04% Reduce -3.8% 1,606 $448K
Balboa Wealth Partners 0.08% Reduce -0.3% 1,603 $448K
Harvest Fund Management Co., Ltd 0.02% Reduce -2.1% 1,601 $447K
Legacy Financial Advisors, Inc. 0.06% Add +30.8% 1,600 $447K
Transatlantique Private Wealth LLC 0.15% Reduce -48.9% 1,589 $444K
Avestar Capital, LLC 0.03% Add +43.8% 1,588 $443K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 1,582 $442K
Somerville Kurt F 0.07% No change 1,575 $440K
Segment Wealth Management, LLC 0.03% Reduce -2.4% 1,574 $439K
UNIVEST FINANCIAL Corp 0.02% Reduce -3.6% 1,568 $438K
Waddell & Associates, LLC 0.04% Add +45.9% 1,567 $438K
Burke & Herbert Bank & Trust Co. 0.09% No change 1,562 $436K
Global View Capital Management LLC 0.09% Add +18.2% 1,561 $436K
Cape Ann Savings Bank 0.23% No change 1,550 $433K
Veracity Capital LLC 0.14% Reduce -3.3% 1,549 $433K
G2 Capital Management, LLC / Oh 0.11% Add +1.9% 1,549 $433K
Aprio Wealth Management, LLC 0.04% Add +4.8% 1,549 $432K
First American Trust, FSB 0.03% Reduce -2.8% 1,549 $432K
Boston Family Office LLC 0.03% No change 1,525 $426K
Bfsg, LLC 0.04% Reduce -8.4% 1,520 $424K
Worldquant Millennium Advisors LLC 0.00% New 1,519 $424K
Trueblood Wealth Management, LLC 0.16% Add +0.2% 1,514 $423K
Howland Capital Management LLC 0.02% Reduce -7.0% 1,509 $421K
Wellington Shields & Co., LLC 0.11% No change 1,508 $421K
Randolph Co Inc 0.04% No change 1,503 $420K
All Terrain Financial Advisors, LLC 0.13% No change 1,495 $417K
Hamel Associates, Inc. 0.13% New 1,495 $417K
Stokes Family Office, LLC 0.04% Add +80.2% 1,490 $416K
Colonial Trust Co / SC 0.06% Reduce -0.1% 1,484 $414K
AdvisorNet Financial, Inc 0.02% Reduce -3.0% 1,483 $414K
Sherbrooke Park Advisers LLC 0.19% Add +38.4% 1,471 $411K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -0.9% 1,465 $409K
Howard Capital Management, LLC 0.01% Add +3.0% 1,465 $409K
Simmons Bank 0.03% No change 1,455 $406K
Aaron Wealth Advisors LLC 0.02% Add +29.8% 1,450 $405K
Welch Group, LLC 0.02% New 1,450 $405K
MKT Advisors LLC 0.15% No change 1,459 $404K
Dana Investment Advisors, Inc. 0.01% No change 1,446 $404K
Tiemann Investment Advisors, LLC 0.15% No change 1,445 $403K
Evermay Wealth Management LLC 0.05% Reduce -15.5% 1,445 $403K
Rwa Wealth Partners, LLC 0.00% Add +2.3% 1,444 $403K
Inscription Capital, LLC 0.04% Add +0.9% 1,443 $403K
Milestones Private Investment Advisors LLC 0.27% No change 1,440 $402K
Henrickson Nauta Wealth Advisors, Inc. 0.13% Add +2.6% 1,438 $402K
Hickory Point Bank & Trust 0.30% No change 1,420 $396K
ForthRight Wealth Management, LLC 0.11% Reduce -3.9% 1,413 $395K
Advisor OS, LLC 0.03% Reduce -5.4% 1,409 $394K
Aspen Investment Management Inc 0.15% No change 1,406 $393K
Great Waters Wealth Management 0.05% Add +0.1% 1,406 $393K
Riversedge Advisors, LLC 0.07% Add +58.5% 1,401 $391K
Mitchell Sinkler & Starr 0.18% No change 1,400 $391K
Woodmont Investment Counsel LLC 0.03% Add +0.7% 1,397 $390K
WealthPlan Investment Management, LLC 0.03% Reduce -1.3% 1,395 $389K
McKinley Carter Wealth Services, Inc. 0.02% Reduce -8.1% 1,393 $389K
waypoint wealth counsel 0.15% Add +84.4% 1,392 $389K
Alpine Bank Wealth Management 0.05% Reduce -0.4% 1,391 $388K
Wealthstar Advisors, LLC 0.15% No change 1,387 $387K
New Hampshire Trust 0.07% Add +2.2% 1,386 $387K
Legal Advantage Investments, Inc. 0.17% No change 1,379 $385K
Retirement Planning Group, LLC 0.01% Add +5.1% 1,369 $382K
Plancorp, LLC 0.01% Reduce -0.7% 1,368 $382K
Rathbones Group PLC 0.00% Add +17.1% 1,366 $381K
Atticus Wealth Management, LLC 0.10% Add +51.8% 1,365 $381K
SPC Financial, Inc. 0.03% Add +0.8% 1,362 $380K
Csenge Advisory Group 0.02% Add +1.4% 1,350 $377K
St Germain D J Co. Inc. 0.01% Reduce -2.1% 1,341 $374K
D'Orazio & Associates, Inc. 0.05% Reduce -6.4% 1,338 $374K
NBT Bank, N.A. 0.02% No change 1,336 $373K
Marino, Stram & Associates LLC 0.07% Add +19.2% 1,335 $373K
Strategic Financial Services, Inc. 0.02% Add +0.1% 1,333 $372K
Jackson Thornton Wealth Management, LLC 0.04% New 1,311 $371K
Windsor Capital Management, LLC 0.10% Reduce -1.1% 1,324 $370K
Caldwell Trust Co 0.03% Add +12.8% 1,316 $367K
BLB&B Advisors, LLC 0.02% Add +2.5% 1,314 $367K
Somerset Trust Co 0.11% Add +0.1% 1,312 $366K
Medallion Wealth Advisors, LLC 0.13% No change 1,311 $366K
Renaissance Group LLC 0.01% No change 1,309 $365K
Van Strum & Towne Inc. 0.11% No change 1,304 $364K
Catalyst Funds Management Pty Ltd 0.06% New 1,300 $363K
Integrity Alliance, Llc. 0.02% New 1,300 $363K
Wealthcare Advisory Partners LLC 0.01% Reduce -1.7% 1,298 $362K
Syverson Strege & Co 0.09% Reduce -7.0% 1,296 $362K
Stratos Wealth Advisors, LLC 0.02% Add +17.0% 1,293 $361K
Red Door Wealth Management, LLC 0.04% Reduce -2.0% 1,291 $361K
Delta Asset Management LLC 0.03% Add +0.2% 1,288 $360K
Live Oak Private Wealth LLC 0.05% No change 1,286 $359K
NDVR, Inc. 0.30% Reduce -2.0% 1,282 $358K
SVB Wealth LLC 0.02% Reduce -5.5% 1,281 $358K
Fiduciary Financial Group, LLC 0.06% Reduce -0.6% 1,276 $356K
Novem Group 0.04% Reduce -14.7% 1,276 $356K
Dearborn Partners LLC 0.02% No change 1,263 $353K
Core Alternative Capital 0.10% Add +1.0% 1,258 $351K
Monument Capital Management 0.09% Reduce -19.1% 1,258 $351K
Caldwell Sutter Capital, Inc. 0.15% Add +0.4% 1,256 $351K
Liberty Capital Management, Inc. 0.07% No change 1,254 $350K
Cornerstone Wealth Management, LLC 0.02% Reduce -0.1% 1,254 $350K
Wealth Architects, LLC 0.03% Add +0.9% 1,253 $350K
Plante Moran Financial Advisors, LLC 0.02% No change 1,251 $349K
Childress Capital Advisors, LLC 0.06% Add +8.2% 1,237 $345K
Santori & Peters, Inc. 0.12% No change 1,236 $345K
Flynn Zito Capital Management, LLC 0.13% Reduce -0.1% 1,236 $345K
Keel Point, LLC 0.02% Add +3.8% 1,236 $345K
Sage Rhino Capital LLC 0.07% No change 1,234 $345K
Wealth Effects LLC 0.11% Add +0.1% 1,232 $344K
Catalyst Financial Partners LLC 0.04% Add +0.3% 1,229 $343K
One Wealth Advisors, LLC 0.04% No change 1,226 $342K
Advisors Management Group Inc. 0.06% No change 1,215 $339K
Harbour Investments, Inc. 0.01% Reduce -25.3% 1,214 $339K
Ariston Services Group 0.20% No change 1,212 $338K
Sunbelt Securities, Inc. 0.02% Add +1.8% 1,212 $338K
Patten & Patten Inc. 0.02% Add +0.6% 1,208 $337K
Earned Wealth Advisors, LLC 0.06% Add +23.9% 1,206 $337K
Main Street Financial Solutions, LLC 0.02% Add +7.2% 1,205 $337K
Greenup Street Wealth Management LLC 0.05% No change 1,205 $336K
Nestegg Advisors, Inc. 0.30% Add +0.1% 1,203 $336K
QTR Family Wealth, LLC 0.16% Add +28.1% 1,202 $336K
Enhancing Capital LLC 0.25% No change 1,200 $335K
Builder Investment Group Inc. 0.08% No change 1,200 $335K
Means Investment Co., Inc. 0.03% Add +0.1% 1,200 $335K
Old Port Advisors 0.08% Reduce -2.9% 1,195 $334K
Advisory Alpha, LLC 0.01% Reduce -16.0% 1,189 $333K
Mayfair Advisory Group, LLC 0.14% Add +0.3% 1,193 $333K
Kera Capital Partners, Inc. 0.05% New 1,192 $333K
Quent Capital, LLC 0.03% Add +5.2% 1,189 $332K
111 Capital 0.06% New 1,187 $331K
CI Investments Inc. 0.00% Reduce -13.9% 1,187 $331K
Ruggaard & Associates LLC 0.12% Add +7.3% 1,185 $331K
Caerus Investment Advisors, LLC 0.14% New 1,184 $331K
Bridgewealth Advisory Group, LLC 0.08% Add +0.3% 1,182 $330K
Slocum, Gordon & Co LLP 0.26% No change 1,175 $328K
First Nebraska Trust Co 0.03% No change 1,170 $327K
Northwest Quadrant Wealth Management, LLC 0.07% Add +0.3% 1,169 $326K
Everpar Advisors LLC 0.13% Add +5.4% 1,168 $326K
Trust Point Inc. 0.03% New 1,166 $326K
Earnest Partners LLC 0.00% Reduce -1.4% 1,166 $326K
Willner & Heller, LLC 0.25% Add +0.4% 1,165 $325K
Wealthspan Partners, LLC 0.12% No change 1,161 $324K
Onyx Bridge Wealth Group LLC 0.04% Add +1.0% 1,160 $324K
Lyell Wealth Management, LP 0.02% No change 1,155 $322K
Resonant Capital Advisors, LLC 0.02% Add +9.3% 1,155 $322K
CRA Financial Services, LLC 0.04% Add +1.7% 1,151 $321K
Advisors Asset Management, Inc. 0.01% Add +0.2% 1,148 $321K
EagleClaw Capital Managment, LLC 0.04% No change 1,146 $320K
Alta Advisers Ltd 0.10% No change 1,145 $320K
Ascentis Independent Advisors 0.05% Reduce -19.9% 1,144 $319K
Virtu Financial LLC 0.02% New 1,142 $319K
Flagship Wealth Advisors, LLC 0.10% Reduce -1.2% 1,140 $318K
Sippican Capital Advisors 0.21% No change 1,136 $317K
Zacks Investment Management 0.00% Add +8.8% 1,133 $316K
Accurate Wealth Management, LLC 0.04% Reduce -1.6% 1,147 $316K
Westpac Banking Corp. 0.02% No change 1,131 $316K
Keystone Financial Group, Inc. 0.18% Reduce -1.3% 1,131 $316K
Knightsbridge Asset Management, LLC 0.05% Add +3.5% 1,129 $315K
Valmark Advisers, Inc. 0.00% Reduce -0.8% 1,128 $315K
JFS Wealth Advisors, LLC 0.02% No change 1,121 $313K
Prosperity Consulting Group, LLC 0.02% Add +6.9% 1,113 $311K
Mystic Asset Management, Inc. 0.07% Add +0.5% 1,111 $310K
Farmers & Merchants Investments Inc. 0.01% No change 1,108 $309K
MFA Wealth Services 0.21% Add +0.2% 1,106 $309K
Stonehaven Wealth & Tax Solutions, LLC 0.28% Reduce -1.9% 1,101 $307K
Blume Capital Management, Inc. 0.06% No change 1,100 $307K
Capital Advisory Group Advisory Services, LLC 0.10% Reduce -1.9% 1,095 $306K
Seven Mile Advisory 0.05% New 1,094 $306K
Allegiance Financial Group Advisory Services LLC 0.07% Add +0.8% 1,093 $305K
Centennial Bank 0.12% Reduce -18.6% 1,091 $305K
GWN Securities Inc. 0.07% Reduce -56.7% 1,055 $305K
Five Oceans Advisors 0.11% Reduce -4.0% 1,087 $304K
Sawgrass Asset Management LLC 0.04% Reduce -3.6% 1,084 $303K
Compass Capital Corp. /Ma/ 0.13% Reduce -10.6% 1,070 $302K
Jackson Creek Investment Advisors LLC 0.09% Reduce -1.9% 1,079 $301K
Breakwater Capital Group 0.04% No change 1,076 $300K
Longboard Asset Management, LP 0.48% No change 1,074 $300K
Crumly & Associates Inc. 0.07% New 1,074 $300K
Cornerstone Advisory, LLC 0.03% Add +4.4% 1,071 $299K
Rehmann Capital Advisory Group 0.02% New 1,069 $299K
Charles Schwab Trust Co 0.02% No change 1,069 $298K
Edmp, Inc. 0.24% Add +13.0% 1,068 $298K
Spectrum Planning & Advisory Services Inc. 0.17% Reduce -0.7% 1,063 $297K
Key Financial Inc 0.05% Add +0.6% 1,071 $297K
Tritonpoint Wealth, LLC 0.03% Reduce -2.8% 1,063 $297K
Trustmark Bank Trust Department 0.02% Reduce -0.2% 1,057 $295K
Phillips Financial Management, LLC 0.02% Add +2.8% 1,056 $295K
3Chopt Investment Partners, LLC 0.07% Reduce -3.6% 1,054 $294K
Tortoise Investment Management, LLC 0.03% Add +0.5% 1,052 $294K
Lanark Financial, Inc. 0.02% Reduce -6.2% 1,048 $293K
Verus Financial Partners, Inc. 0.03% New 1,046 $292K
Leigh Baldwin & Co., LLC 0.16% Add +0.4% 1,044 $292K
L2 Asset Management, LLC 0.04% Add +4.1% 1,044 $292K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Add +33.5% 1,041 $291K
Parcion Private Wealth LLC 0.02% Add +13.0% 1,040 $290K
JARISLOWSKY, FRASER Ltd 0.00% No change 1,040 $290K
Gries Financial LLC 0.05% Add +2.1% 1,039 $290K
Turtle Creek Wealth Advisors, LLC 0.03% New 1,039 $290K
Confluence Wealth Services, Inc. 0.01% No change 1,038 $290K
Beacon Investment Advisory Services, Inc. 0.01% Reduce -1.2% 1,038 $290K
S-Bank Fund Management Ltd 0.04% Reduce -1.2% 1,037 $290K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 1,036 $289K
Citizens National Bank Trust Department 0.05% Add +21.6% 1,034 $289K
Obermeyer Wealth Partners 0.01% Reduce -24.4% 1,033 $288K
Dunhill Financial, LLC 0.10% Add +3448.3% 1,029 $287K
HCR Wealth Advisors 0.03% No change 1,023 $286K
Crews Bank & Trust 0.04% No change 1,024 $286K
Canvas Wealth Advisors, LLC 0.05% Add +1.2% 1,004 $286K
Obsidian Cio, LLC 0.04% Add +27.0% 1,022 $286K
McLean Asset Management Corp 0.06% Reduce -4.4% 1,009 $285K
Shulman DeMeo Asset Management LLC 0.07% Add +0.1% 1,022 $285K
KFA Private Wealth Group, LLC 0.08% New 1,020 $285K
Wedgewood Investors Inc. 0.31% No change 1,020 $285K
Vermillion Wealth Management, Inc. 0.08% Add +32.9% 1,019 $285K
Dynamic Wealth Strategies, LLC 0.19% Add +4.6% 1,017 $284K
Vision Capital Management, Inc. 0.03% Add +1.3% 1,013 $283K
Avior Wealth Management, LLC 0.01% Reduce -14.3% 1,012 $283K
Gladstone Institutional Advisory LLC 0.01% Add +16.9% 1,012 $283K
Templeton & Phillips Capital Management, LLC 0.20% No change 1,005 $281K
Marietta Wealth Management, LLC 0.03% New 1,005 $281K
Next Capital Management LLC 0.09% No change 1,004 $280K
Quantum Financial Advisors, LLC 0.03% No change 1,001 $279K
Red Wave Investments LLC 0.09% No change 1,000 $279K
Legacy Trust 0.06% Add +3.8% 1,000 $279K
Schaper Benz & Wise Investment Counsel Inc. 0.02% No change 1,000 $279K
Mill Capital Management, LLC 0.02% No change 1,000 $279K
Legacy Edge Advisors, LLC 0.03% No change 999 $279K
Pine Valley Investments Ltd Liability Co 0.01% Add +27.9% 998 $279K
Sageworth Trust Co 0.01% No change 998 $279K
Financial Council, LLC 0.12% No change 994 $278K
Strong Tower Advisory Services 0.05% No change 993 $277K
Bragg Financial Advisors, Inc 0.01% No change 992 $277K
Magnus Financial Group LLC 0.02% Add +0.2% 991 $277K
Trustco Bank Corp. N Y 0.25% No change 987 $276K
Global Strategic Investment Solutions, LLC 0.03% No change 985 $275K
Avidian Wealth Enterprises, LLC 0.01% Add +6.8% 984 $275K
Archer Investment Corp 0.06% No change 982 $274K
Sfmg, LLC 0.02% Add +0.7% 977 $273K
Baxter Bros Inc. 0.03% No change 971 $271K
Ti-Trust, Inc. 0.17% No change 970 $271K
Sovereign Financial Group, Inc. 0.05% Reduce -0.1% 968 $270K
RFG Advisory, LLC 0.01% Add +7.3% 968 $270K
Portside Wealth Group, LLC 0.04% Reduce -6.2% 967 $270K
Warren Street Wealth Advisors, LLC 0.08% Add +3.0% 966 $270K
Central Pacific Bank - Trust Division 0.03% Reduce -5.5% 966 $270K
Constant Guidance Financial LLC 0.22% New 965 $269K
United Advisor Group, LLC 0.04% Reduce -22.5% 965 $269K
Focused Wealth Management, Inc 0.03% Add +0.4% 962 $269K
Naviter Wealth, LLC 0.03% Add +9.1% 962 $269K
Kelly Financial Group LLC 0.07% No change 961 $268K
Meridian Wealth Management, LLC 0.01% Add +1.8% 959 $268K
Torrey Growth & Income Advisors 0.08% — 953 $266K
Ellevest, Inc. 0.04% Add +0.5% 952 $266K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% New 952 $266K
SageView Advisory Group, LLC 0.01% No change 950 $265K
Patton Fund Management, Inc. 0.05% Reduce -90.2% 950 $265K
Smith, Moore & Co. 0.02% No change 945 $264K
Brendel Financial Advisors LLC 0.14% No change 944 $264K
Iams Wealth Management, LLC 0.11% New 943 $263K
Lebenthal Global Advisors, LLC 0.05% Reduce -5.1% 939 $262K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +2.1% 934 $261K
Penn Davis McFarland Inc. 0.03% No change 933 $261K
United Asset Strategies, Inc. 0.02% New 929 $259K
Eisler Capital Management Ltd. 0.01% New 924 $258K
Genus Capital Management Inc. 0.03% Reduce -88.4% 922 $257K
BNC Wealth Management, LLC 0.07% Add +0.2% 922 $257K
Ashton Thomas Securities, LLC 0.04% Add +8.3% 917 $256K
Abacus Planning Group, Inc. 0.04% Add +2.2% 916 $256K
Highland Capital Management, LLC 0.01% No change 915 $255K
Ironwood Financial, llc 0.05% No change 911 $254K
Narus Financial Partners, LLC 0.07% No change 910 $254K
Madrona Financial Services, LLC 0.06% Reduce -0.2% 910 $254K
Elgethun Capital Management 0.05% No change 910 $254K
First Commonwealth Financial Corp 0.04% New 907 $253K
MASTERINVEST Kapitalanlage GmbH 0.02% Add +17.2% 906 $253K
One Capital Management, LLC 0.01% Reduce -14.4% 897 $251K
Cannell & Spears LLC 0.00% Add +1.2% 896 $250K
TD Waterhouse Canada Inc. 0.00% Reduce -2.7% 900 $250K
DGS Capital Management, LLC 0.05% New 893 $249K
New Wave Wealth Advisors LLC 0.10% Add +10.7% 891 $249K
Global Financial Private Client, LLC 0.09% Add +0.6% 884 $247K
Kaufman Rossin Wealth, LLC 0.13% Reduce -6.1% 882 $246K
Exencial Wealth Advisors, LLC 0.01% New 881 $246K
Legacy Private Trust Co. 0.01% Reduce -10.0% 880 $246K
Fiduciary Alliance LLC 0.02% Reduce -8.6% 878 $245K
Altfest L J & Co. Inc. 0.03% Reduce -14.4% 877 $245K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +0.1% 875 $244K
Global Assets Advisory, LLC 0.07% Reduce -0.3% 874 $244K
Manchester Capital Management LLC 0.03% Reduce -43.6% 873 $244K
Investment Research Partners LLC 0.11% — 909 $244K
Apexium Financial, LP 0.01% No change 872 $243K
Cobblestone Capital Advisors LLC 0.01% No change 871 $243K
WASHINGTON TRUST Co 0.01% Reduce -0.1% 869 $243K
Valtinson Bruner Financial Planning LLC 0.07% Add +0.1% 869 $243K
Diversify Advisory Services, LLC 0.01% New 904 $242K
Intrua Financial, LLC 0.03% No change 864 $241K
Florida Financial Advisors, LLC 0.07% Reduce -26.3% 861 $241K
bLong Financial, LLC 0.17% No change 860 $240K
Members Trust Co 0.01% Add +0.7% 858 $240K
Fiera Capital Corp 0.00% Add +0.6% 856 $239K
First Affirmative Financial Network 0.11% Reduce -2.3% 851 $238K
Ridgecrest Wealth Partners, LLC 0.11% No change 849 $237K
Berman McAleer LLC 0.03% — 848 $237K
Worth Asset Management, LLC 0.11% Reduce -13.6% 847 $236K
D L Carlson Investment Group Inc. 0.04% No change 846 $236K
Rovin Capital /Ut/ 0.07% No change 844 $236K
Voya Financial Advisors, Inc. 0.02% Reduce -13.9% 852 $236K
Sloy Dahl & Holst, LLC 0.02% No change 839 $234K
Paces Ferry Wealth Advisors, LLC 0.10% Reduce -0.1% 838 $234K
Central Valley Advisors, LLC 0.07% Add +0.1% 836 $233K
Fairfield, Bush & Co. 0.12% No change 836 $233K
Founders Financial Alliance, LLC 0.04% New 835 $233K
Milestone Asset Management Group, LLC 0.15% Add +0.5% 834 $233K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Reduce -6.2% 831 $232K
Valley National Advisers Inc. 0.04% Add +0.1% 831 $232K
FourThought Financial Partners, LLC 0.02% No change 830 $232K
Root Financial Partners, LLC 0.01% New 830 $232K
Carr Financial Group Corp 0.06% Reduce -16.8% 829 $232K
PEAK6 LLC 0.01% Reduce -68.5% 825 $230K
Spirepoint Private Client, LLC 0.02% New 823 $230K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.08% No change 819 $229K
McAdam, LLC 0.01% Add +3.4% 818 $228K
Full Sail Capital, LLC 0.01% New 817 $228K
First Financial Bank - Trust Division 0.02% Reduce -2.3% 814 $227K
Cahill Financial Advisors Inc. 0.03% Add +1.5% 814 $227K
Becker Capital Management Inc. 0.01% New 813 $227K
Winthrop Advisory Group LLC 0.02% Add +0.6% 813 $227K
Horizons Wealth Management 0.16% No change 812 $227K
Walker Asset Management, LLC 0.13% No change 812 $227K
Penserra Capital Management LLC 0.00% No change 812 $226K
Revolve Wealth Partners, LLC 0.03% Reduce -6.3% 808 $226K
Peachtree Investment Partners, LLC 0.08% Reduce -27.8% 807 $225K
Optas, LLC 0.04% New 804 $224K
Linscomb Wealth, Inc. 0.01% Reduce -1.7% 804 $224K
First Community Trust NA 0.17% No change 800 $223K
Security National Bank of So Dak 0.11% No change 800 $223K
Logan Capital Management Inc. 0.01% No change 800 $223K
Barnes Wealth Management Group, Inc 0.12% Add +1.9% 799 $223K
American Trust 0.02% New 797 $223K
von Borstel & Associates, Inc. 0.03% New 787 $222K
CNB Bank 0.09% No change 794 $222K
Salem Investment Counselors Inc. 0.01% No change 794 $222K
Pflug Koory, LLC 0.10% Reduce -3.1% 792 $221K
Asset Allocation & Management Company, LLC 0.09% No change 790 $221K
Investors Research Corp 0.04% No change 791 $221K
ORG Partners LLC 0.04% Add +1.9% 791 $221K
Moloney Securities Asset Management, LLC 0.03% No change 791 $221K
Mowery & Schoenfeld Wealth Management, LLC 0.38% No change 790 $221K
Castle Rock Wealth Management, LLC 0.05% Add +0.5% 791 $220K
New England Research & Management, Inc. 0.10% No change 787 $220K
Mayflower Financial Advisors, LLC 0.03% Add +1.2% 785 $219K
Wayfinding Financial, LLC 0.09% No change 787 $219K
Apella Capital, LLC 0.00% New 834 $218K
Bell Bank 0.01% New 780 $218K
Cary Street Partners Investment Advisory LLC 0.09% Add +7.2% 779 $218K
Payne Capital Management, LLC 0.07% No change 778 $217K
AIMZ Investment Advisors, LLC 0.07% No change 778 $217K
Oarsman Capital, Inc. 0.03% No change 777 $217K
MRP Capital Investments, LLC 0.19% New 810 $217K
Auxano Advisors, LLC 0.05% Reduce -0.1% 776 $217K
Emerald Advisors, LLC 0.03% No change 775 $216K
Exchange Bank 0.15% Reduce -2.1% 773 $216K
Thrive Wealth Management, LLC 0.03% Reduce -3.8% 767 $214K
Cassaday & Co Wealth Management LLC 0.00% No change 766 $214K
JGP Wealth Management, LLC 0.02% New 763 $214K
Signature Wealth Management Partners, LLC 0.11% Add +1.7% 763 $213K
Pettyjohn, Wood & White, Inc. 0.03% New 757 $211K
Vicus Capital 0.02% New 755 $211K
Courage Miller Partners, LLC 0.06% No change 755 $211K
Catalina Capital Group, LLC 0.13% Reduce -0.5% 754 $211K
Blalock Williams, LLC 0.18% New 753 $210K
IVC Wealth Advisors LLC 0.09% New 753 $210K
Advyzon Investment Management, LLC 0.04% Add +0.1% 753 $210K
Heritage Financial Services, LLC 0.02% No change 752 $210K
SBI Securities Co., Ltd. 0.01% Add +128.3% 751 $210K
BankPlus Trust Department 0.06% New 750 $209K
Covestor Ltd 0.12% Add +42.5% 748 $209K
Sapient Capital LLC 0.00% Reduce -0.3% 754 $208K
Silverlake Wealth Management LLC 0.05% New 745 $208K
Field & Main Bank 0.06% No change 743 $207K
Parisi Gray Wealth Management 0.05% New 742 $207K
Allegheny Financial Group 0.04% New 740 $207K
Tranquility Partners, LLC 0.07% New 734 $205K
Waterloo Capital, L.P. 0.02% Reduce -24.7% 733 $205K
MTM Investment Management, LLC 0.06% No change 732 $204K
Douglas Lane & Associates, LLC 0.00% New 728 $203K
Lodestar Private Asset Management LLC 0.02% Reduce -4.6% 727 $203K
WealthTrust Axiom LLC 0.05% New 724 $202K
Alteri Wealth LLC 0.07% New 724 $202K
CreativeOne Wealth, LLC 0.00% New 717 $200K
Generali Investments, Management Co LLC 0.04% Reduce -24.5% 710 $198K
Walleye Trading LLC 0.00% Reduce -85.5% 706 $197K
Grove Bank & Trust 0.02% Reduce -7.7% 695 $194K
Fairscale Capital, LLC 0.13% No change 679 $190K
Binnacle Investments Inc 0.11% Add +2.6% 676 $189K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 700 $188K
Clean Yield Group 0.05% No change 671 $187K
MV Capital Management, Inc. 0.02% No change 659 $184K
Cromwell Holdings LLC 0.09% No change 631 $176K
Adirondack Trust Co. 0.06% No change 630 $176K
Legacies Wealth LLC 0.11% No change 628 $175K
Jackson, Grant Investment Advisers, Inc. 0.06% Add +0.2% 622 $174K
CYBER HORNET ETFs LLC 0.11% Add +3.5% 619 $173K
Oakworth Capital, Inc. 0.01% Reduce -50.6% 613 $171K
Hilltop National Bank 0.04% Add +48.5% 612 $171K
Spurstone Advisory Services, LLC 2.39% No change 596 $166K
GPS Wealth Strategies Group, LLC 0.02% Reduce -4.0% 596 $166K
Bruce G. Allen Investments, LLC 0.12% Reduce -1.8% 589 $164K
Tompkins Financial Corp. 0.01% No change 573 $160K
Estabrook Capital Management 0.02% Reduce -0.9% 566 $158K
Sentry Investment Management LLC 0.11% Reduce -15.4% 558 $158K
Prestige Wealth Management Group LLC 0.03% Reduce -0.5% 555 $155K
Versant Capital Management, Inc 0.02% Add +24.4% 540 $151K
Beaird Harris Wealth Management, LLC 0.01% Add +0.8% 538 $150K
Hemington Wealth Management 0.02% Add +3.5% 538 $150K
CGC Financial Services, LLC 0.04% No change 536 $150K
City Holding Co. 0.02% Add +13.8% 536 $150K
Harbor Investment Advisory, LLC 0.01% Reduce -0.2% 530 $148K
Smallwood Wealth Investment Management, LLC 0.08% No change 523 $146K
SRH Advisors, LLC 0.04% No change 515 $144K
Indiana Trust & Investment Management Co 0.04% No change 507 $142K
Munich Reinsurance Co Stock Corp in Munich 0.00% — 506 $141K
Hager Investment Management Services, LLC 0.08% No change 500 $140K
Tanglewood Legacy Advisors, LLC 0.05% No change 500 $140K
Evelyn Partners Investment Management LLP 0.00% No change 500 $140K
CVA Family Office, LLC 0.02% Reduce -0.4% 494 $138K
Addison Advisors LLC 0.03% Reduce -7.4% 488 $136K
S.A. Mason LLC 0.06% No change 474 $132K
Ofi Invest Asset Management 0.00% New 548 $130K
Financial Freedom, LLC 0.06% No change 465 $130K
North Capital, Inc. 0.10% Add +2.2% 456 $127K
TCTC Holdings, LLC 0.00% No change 437 $122K
SG Americas Securities, LLC 0.00% Reduce -86.2% 436 $122K
Catalyst Capital Advisors LLC 0.00% Reduce -4.2% 434 $121K
Abich Financial Wealth Management LLC 0.04% — 432 $121K
Golden State Wealth Management, LLC 0.01% Add +258.8% 427 $119K
Deseret Mutual Benefit Administrators 0.05% Reduce -19.7% 423 $118K
Trifecta Capital Advisors, LLC 0.02% No change 422 $118K
Strategic Wealth Partners, Ltd. 0.01% Reduce -47.7% 415 $116K
True Wealth Design, LLC 0.04% Add +78.5% 414 $116K
Washington Trust Advisors, Inc. 0.01% Add +18.5% 403 $113K
Motco 0.01% No change 387 $108K
Financial Perspectives, Inc 0.03% Add +31.0% 380 $106K
Financial Consulate, Inc. 0.01% New 367 $102K
Crewe Advisors LLC 0.01% Add +18.4% 367 $102K
First United Bank & Trust 0.03% No change 359 $100K
Financial Life Planners 0.07% New 357 $100K
Ameritas Advisory Services, LLC 0.01% Reduce -67.8% 351 $98K
First Financial Corp. 0.04% No change 351 $98K
JPL Wealth Management, LLC 0.02% New 347 $97K
Leonteq Securities AG 0.01% Add +4.9% 345 $96K
Valued Wealth Advisors LLC 0.04% Add +1.5% 341 $95K
CKW Financial Group 0.01% No change 344 $95K
VSM Wealth Advisory, LLC 0.03% No change 335 $94K
Brown, Lisle/Cummings, Inc. 0.02% No change 321 $90K
Pacifica Partners Inc. 0.03% No change 322 $89K
IMA Advisory Services, Inc. 0.01% No change 309 $86K
Peoples Financial Services Corp. 0.04% No change 309 $86K
Capital Advisors, Ltd. LLC 0.01% Reduce -0.7% 308 $86K
TOWER TRUST & INVESTMENT Co 0.06% No change 308 $86K
Bangor Savings Bank 0.01% No change 301 $84K
Murphy & Mullick Capital Management Corp 0.06% No change 295 $82K
Coastline Trust Co 0.01% No change 285 $80K
Westside Investment Management, Inc. 0.01% Add +29.9% 282 $78K
Silvant Capital Management LLC 0.00% No change 279 $78K
Hartford Financial Management Inc. 0.02% No change 278 $78K
Princeton Global Asset Management LLC 0.01% No change 278 $78K
WPG Advisers, LLC 0.06% Add +0.4% 269 $75K
IMG Wealth Management, Inc. 0.05% No change 261 $73K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 260 $73K
Main Street Group, LTD 0.02% No change 254 $71K
Monetary Management Group Inc. 0.02% No change 251 $70K
Battery Global Advisors, LLC 0.03% No change 250 $70K
Independence Bank of Kentucky 0.01% No change 247 $69K
Physician Wealth Advisors, Inc. 0.01% Add +40.9% 241 $67K
Sarver Vrooman Wealth Advisors 0.04% No change 234 $65K
Bell Investment Advisors, Inc 0.01% Reduce -28.4% 230 $64K
Salomon & Ludwin, LLC 0.01% Add +196.1% 225 $64K
Sit Investment Associates Inc. 0.00% No change 226 $63K
Country Trust Bank 0.00% Add +28.6% 225 $63K
Edmond DE Rothschild Holding S.A. 0.00% No change 221 $62K
Piscataqua Savings Bank 0.05% No change 218 $61K
Walleye Capital LLC 0.00% Reduce -97.6% 215 $60K
TruNorth Capital Management, LLC 0.01% Add +181.6% 214 $60K
Wolff Wiese Magana LLC 0.03% No change 212 $59K
Bogart Wealth, LLC 0.00% Add +3.9% 212 $59K
Wealth Watch Advisors, INC 0.02% New 211 $59K
MCF Advisors LLC 0.00% Add +0.5% 207 $58K
Private Wealth Management Group, LLC 0.02% No change 205 $57K
Vestor Capital, LLC 0.00% Reduce -87.8% 200 $56K
Reyes Financial Architecture, Inc. 0.04% New 200 $56K
Pandora Wealth, Inc. 0.03% No change 200 $56K
Knights of Columbus Asset Advisors LLC 0.00% No change 200 $56K
Heritage Wealth Advisors 0.00% Reduce -4.8% 197 $55K
Ogorek Anthony Joseph /NY/ 0.02% Add +0.5% 196 $54K
Strategic Investment Solutions, Inc. 0.01% No change 191 $53K
Nemes Rush Group LLC 0.01% No change 191 $53K
First Command Advisory Services, Inc. 0.00% No change 185 $52K
Asset Planning,Inc 0.04% No change 183 $51K
Y.D. More Investments Ltd 0.00% Reduce -12.6% 181 $51K
West Branch Capital LLC 0.01% No change 179 $50K
Kennebec Savings Bank 0.05% Reduce -26.6% 179 $50K
Toth Financial Advisory Corp. 0.01% No change 171 $48K
First PREMIER Bank 0.01% No change 170 $47K
Fourth Dimension Wealth, LLC 0.02% No change 165 $46K
Park Place Capital Corp 0.01% No change 165 $46K
Colonial Trust Advisors 0.00% Add +41.6% 160 $45K
Arlington Trust Co LLC 0.01% No change 152 $42K
Pathway Financial Advisers, LLC 0.01% New 151 $42K
SJS Investment Consulting Inc. 0.01% No change 151 $42K
Glass Jacobson Investment Advisors llc 0.02% No change 150 $42K
Wellington Shields Capital Management, LLC 0.01% No change 150 $42K
Atwood & Palmer Inc. 0.00% Reduce -37.0% 150 $42K
Duncker Streett & Co. Inc. 0.01% No change 149 $42K
American Capital Advisory, LLC 0.02% No change 148 $41K
GW&K Investment Management, LLC 0.00% Add +13.9% 147 $41K
Fortitude Family Office, LLC 0.01% Add +2.8% 145 $40K
North Star Investment Management Corp. 0.00% Add +1.4% 145 $40K
Trust Co 0.00% No change 144 $40K
Rise Advisors, LLC 0.01% Add +5.2% 143 $40K
Cedar Mountain Advisors, LLC 0.01% Add +20.7% 140 $39K
BOK Financial Private Wealth, Inc. 0.00% No change 139 $39K
American National Bank & Trust 0.00% Reduce -68.5% 138 $39K
Millstone Evans Group, LLC 0.02% No change 137 $38K
Sound Income Strategies, LLC 0.00% Reduce -36.9% 137 $38K
Harbor Asset Planning, Inc. 0.03% No change 130 $36K
Hughes Financial Services, LLC 0.01% Add +2.4% 126 $36K
Clear Investment Research, LLC 0.05% Add +12.6% 125 $35K
Nalls Sherbakoff Group, LLC 0.02% No change 120 $34K
SOA Wealth Advisors, LLC. 0.01% Add +65.3% 119 $33K
Nova Wealth Management, Inc. 0.02% No change 119 $33K
YANKCOM Partnership 0.01% No change 113 $32K
New England Capital Financial Advisors LLC 0.01% No change 110 $31K
ESL Trust Services, LLC 0.01% Add +9.0% 109 $30K
Luken Investment Analytics, LLC 0.01% No change 106 $30K
Quaker Wealth Management, LLC 0.01% Reduce -1.0% 103 $29K
Clayton Financial Group LLC 0.02% New 100 $28K
Delos Wealth Advisors, LLC 0.02% No change 100 $28K
Birchbrook, Inc. 0.01% No change 100 $28K
Global Trust Asset Management, LLC 0.01% No change 100 $28K
Greykasell Wealth Strategies, Inc. 0.01% No change 100 $28K
Missouri Trust & Investment Co 0.01% No change 100 $28K
Pineridge Advisors LLC 0.01% No change 100 $28K
Lavaca Capital LLC 0.01% No change 100 $28K
Barnes Dennig Private Wealth Management LLC 0.03% Add +134.2% 96 $27K
Osterweis Capital Management Inc. 0.00% No change 96 $27K
Abound Wealth Management 0.01% Add +1.1% 91 $25K
Red Tortoise LLC 0.01% No change 91 $25K
FSA Wealth Management LLC 0.01% No change 90 $25K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Reduce -91.4% 87 $24K
Mascoma Wealth Management LLC 0.01% No change 86 $24K
Financial Management Professionals, Inc. 0.00% Add +3.7% 85 $24K
Creative Financial Designs Inc. 0.00% No change 84 $23K
Armstrong Advisory Group, Inc. 0.00% Add +88.6% 83 $23K
McIlrath & Eck, LLC 0.00% Reduce -59.0% 82 $23K
Solstein Capital, LLC 0.01% No change 81 $23K
Crowley Wealth Management, Inc. 0.02% No change 77 $22K
DHJJ Financial Advisors, Ltd. 0.01% No change 75 $21K
Evelyn Partners Asset Management Ltd 0.00% New 75 $21K
Operose Advisors LLC 0.01% New 73 $20K
Sachetta, LLC 0.01% Reduce -5.3% 71 $20K
IFS Advisors, LLC 0.01% No change 69 $19K
Activest Wealth Management 0.00% Add +8.2% 66 $18K
Scarborough Advisors, LLC 0.00% No change 66 $18K
WealthCollab, LLC 0.01% No change 65 $18K
Comprehensive Financial Planning, Inc. 0.01% No change 64 $18K
Truvestments Capital LLC 0.00% New 62 $17K
Raffa Wealth Management, LLC 0.00% Add +10.9% 61 $17K
Highline Wealth Partners LLC 0.00% Reduce -3.3% 59 $16K
Clearstead Trust, LLC 0.00% Add +11.3% 59 $16K
Albion Financial Group 0.00% Add +28.3% 59 $16K
Meeder Asset Management Inc. 0.00% Reduce -63.8% 59 $16K
CBIZ Investment Advisory Services, LLC 0.00% Add +35.7% 57 $16K
Strengthening Families & Communities, LLC 0.00% New 54 $15K
Cloud Capital Management, LLC 0.01% New 54 $15K
Morse Asset Management, Inc 0.00% No change 53 $15K
Costello Asset Management, INC 0.00% No change 53 $15K
Innovative Advisory Group, LLC 0.01% No change 52 $14K
RMG Wealth Management LLC 0.00% No change 52 $14K
Avion Wealth 0.00% Add +2.0% 51 $14K
Rosenberg Matthew Hamilton 0.00% No change 50 $14K
Howard Hughes Medical Institute 0.01% No change 49 $14K
Rialto Wealth Management, LLC 0.00% No change 46 $13K
Cranbrook Wealth Management, LLC 0.00% No change 46 $13K
MPWM Advisory Solutions, LLC 0.01% No change 46 $13K
N.E.W. Advisory Services LLC 0.00% No change 46 $13K
Center for Financial Planning, Inc. 0.00% No change 45 $13K
Westfuller Advisors, LLC 0.01% New 44 $12K
Proathlete Wealth Management LLC 0.00% No change 43 $12K
KERR FINANCIAL PLANNING Corp 0.02% — 40 $11K
Chung Wu Investment Group, LLC 0.01% No change 40 $11K
Quarry LP 0.00% Reduce -96.2% 38 $11K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -2.5% 39 $11K
Davis Capital Management 0.01% — 36 $10K
Capital Analysts, LLC 0.00% No change 36 $10K
Hopwood Financial Services, Inc. 0.01% No change 35 $10K
Your Advocates Ltd., LLP 0.00% No change 35 $10K
Halbert Hargrove Global Advisors, LLC 0.00% New 35 $10K
Dogwood Wealth Management LLC 0.00% Add +63.2% 31 $9K
Proffitt & Goodson Inc. 0.00% New 31 $9K
TD Capital Management LLC 0.00% No change 31 $9K
JDM Financial Group LLC 0.00% No change 30 $8K
Accordant Advisory Group Inc 0.01% No change 28 $8K
Kentucky Trust Co 0.00% No change 28 $8K
Marquette Asset Management, LLC 0.00% New 27 $8K
Boreal Capital Management LLC 0.01% No change 25 $7K
Bare Financial Services, Inc 0.00% Add +29.4% 22 $6K
Grey Fox Wealth Advisors, LLC 0.00% New 21 $6K
SIMA Wealth Partners, LLC 0.00% New 20 $6K
Kilter Group LLC 0.00% Add +42.9% 20 $6K
Accredited Wealth Management, LLC 0.00% Add +952.6% 200 $5K
Anfield Capital Management, LLC 0.00% Reduce -26.9% 19 $5K
Bay Harbor Wealth Management, LLC 0.00% Add +26.7% 19 $5K
Global Wealth Strategies & Associates 0.00% No change 18 $5K
Guerra Advisors Inc 0.00% New 16 $4K
Redmont Wealth Advisors LLC 0.01% No change 15 $4K
Clark Wealth Partners 0.00% Add +27.3% 14 $4K
Simplex Trading, LLC 0.00% New 17 $4K
TFC Financial Management, Inc. 0.00% No change 14 $4K
Principia Wealth Advisory, LLC 0.00% Add +8.3% 13 $4K
HFM Investment Advisors, LLC 0.00% Reduce -7.7% 12 $3K
Ameriflex Group, Inc. 0.00% Reduce -79.7% 12 $3K
Rossby Financial, LCC 0.00% Add +20.0% 12 $3K
Elevation Wealth Partners, LLC 0.00% New 11 $3K
Hazlett, Burt & Watson, Inc. 0.00% No change 9 $3K
Tsfg, LLC 0.00% New 9 $3K
PFS Partners, LLC 0.00% No change 10 $3K
Signature Resources Capital Management, LLC 0.00% No change 10 $3K
Heartwood Wealth Advisors LLC 0.00% New 10 $3K
Breakwater Investment Management 0.00% Add +28.6% 9 $3K
NFSG Corp 0.00% Reduce -99.8% 9 $3K
Winnacle Wealth LLC 0.00% Reduce -71.4% 8 $2K
PayPay Securities Corp 0.08% Add +100.0% 8 $2K
Thompson Investment Management, Inc. 0.00% No change 8 $2K
Tanaka Capital Management Inc. 0.00% — 6 $2K
Rakuten Securities, Inc. 0.00% Reduce -22.2% 7 $2K
Summit Securities Group LLC 0.00% New 7 $2K
Seneschal Advisors, LLC 0.00% New 6 $2K
Financial Network Wealth Advisors LLC 0.00% No change 6 $2K
Aspect Partners, LLC 0.00% No change 6 $2K
Texas Capital Bancshares Inc 0.00% New 6 $2K
Sittner & Nelson, LLC 0.00% Reduce -64.7% 6 $2K
Aventura Private Wealth, LLC 0.00% Reduce -97.7% 6 $2K
Cornerstone Planning Group LLC 0.00% Reduce -87.9% 19 $1K
WestEnd Advisors, LLC 0.00% No change 5 $1K
Marshall & Sterling Wealth Advisors Inc. 0.00% Reduce -55.6% 4 $1K
Cape Investment Advisory, Inc. 0.00% New 2 $558
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 2 $558
Stone House Investment Management, LLC 0.00% New 2 $558
DecisionPoint Financial, LLC 0.00% No change 2 $555
Hurley Capital, LLC 0.00% New 1 $279
Creekmur Asset Management LLC 0.00% No change 1 $279
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.