The Travelers CosTRV

13F holders, Q4 2025 (December 31)
1,776holders +105
133new positions
84sold out
10famous investors
$289.91avg. 13F price*

At the end of Q4 2025, 1,776 institutions reported holding The Travelers Cos Inc. (TRV) in their 13F filings, up 105 from Q3 2025. 133 opened new positions and 84 sold out. The largest holders were BlackRock, Inc. ($6.5B), Vanguard Group Inc. ($6.4B) and State Street Corp. ($4.6B). 10 famous investors held it, including Chris Bloomstran (0.6% of Semper Augustus Investments's portfolio), Cliff Asness (0.3% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions133$325.9M
Exits84$267.6M

All 13F filers, Q3 2025 → Q4 2025: 8,255,502 shares bought and 11,626,418 shares sold, net −3,370,916 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,776 holders

BlackRock, Inc. 0.11% Add +1.4% 22,304,411 $6.5B
Vanguard Group Inc. 0.09% Add +0.5% 22,109,933 $6.4B
State Street Corp. 0.16% Add +3.1% 16,000,457 $4.6B
FMR LLC 0.19% Reduce -11.6% 12,834,811 $3.7B
JPMorgan Chase & Co. 0.14% Reduce -7.5% 7,168,621 $2.1B
Geode Capital Management, LLC 0.10% Reduce -0.3% 5,590,511 $1.6B
Massachusetts Financial Services Co. 0.49% Reduce -3.5% 5,188,555 $1.5B
Morgan Stanley 0.07% Add +2.3% 3,793,750 $1.1B
Bank of America Corp. 0.08% Add +3.4% 3,572,216 $1.0B
Dimensional Fund Advisors LP 0.20% Add +2.5% 3,361,112 $975.0M
Northern Trust Corp. 0.11% Reduce -1.7% 3,106,999 $901.2M
Clearbridge Investments, LLC 0.67% Reduce -11.3% 2,870,373 $832.6M
Norges Bank 0.08% — 2,493,756 $723.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.15% Add +7.4% 2,409,637 $698.9M
T. Rowe Price Associates Inc. 0.06% Reduce -67.4% 1,871,059 $542.7M
Invesco Ltd. 0.05% Add +15.1% 1,807,164 $524.2M
UBS Group AG 0.10% Add +5.3% 1,774,756 $514.8M
Legal & General Group Plc 0.11% Add +2.5% 1,711,785 $496.5M
AQR Capital Management 0.26% Reduce -4.2% 1,710,426 $496.1M
Goldman Sachs Group Inc. 0.07% Reduce -6.0% 1,612,797 $467.8M
First Trust Advisors LP 0.34% Add +6.7% 1,590,125 $461.2M
Bank of New York Mellon Corp 0.08% Reduce -1.6% 1,572,439 $456.1M
Charles Schwab Investment Management Inc. 0.06% Reduce -1.5% 1,427,527 $414.1M
Bahl & Gaynor LLC 1.72% Add +5.5% 1,174,428 $340.7M
Nuveen, LLC 0.08% Reduce -0.3% 1,094,361 $317.4M
California Public Employees Retirement System 0.17% Add +33.5% 1,055,282 $306.1M
Boston Partners 0.31% Reduce -2.8% 1,034,793 $300.0M
Amundi 0.09% Add +44.6% 1,019,407 $295.7M
Royal Bank of Canada 0.05% Add +23.1% 982,554 $285.0M
Federated Hermes, Inc. 0.47% Add +30.2% 976,307 $283.2M
AustralianSuper Pty Ltd 1.23% Add +102.0% 908,559 $263.5M
Robeco Institutional Asset Management B.V. 0.37% Add +17.3% 901,938 $261.6M
Deutsche Bank AG 0.09% Add +13.7% 901,487 $261.5M
Barclays PLC 0.10% Reduce -32.5% 878,468 $254.8M
HSBC Holdings PLC 0.14% Add +9.3% 865,178 $251.1M
Sumitomo Mitsui Trust Group, Inc. 0.14% Reduce -7.4% 831,785 $241.3M
Wells Fargo & Company 0.05% Add +2.6% 829,628 $240.6M
National Pension Service 0.17% Add +3.3% 771,552 $223.8M
Arrowstreet Capital, Limited Partnership 0.13% Add +42.6% 769,233 $223.1M
Swiss National Bank 0.11% Reduce -5.5% 617,360 $179.1M
Qube Research & Technologies Ltd 0.25% Add +44.0% 602,751 $174.8M
American Century Companies Inc. 0.09% Add +3.3% 585,302 $169.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.11% Add +1.8% 583,391 $166.4M
Jacobs Levy Equity Management, Inc. 0.64% Add +1.4% 571,894 $165.9M
Citadel Advisors 0.11% Add +197.1% 570,593 $165.5M
Envestnet Asset Management Inc. 0.05% Reduce -8.1% 568,310 $164.8M
Allianz Asset Management GmbH 0.19% Add +13.0% 563,871 $163.6M
Woodline Partners LP 0.63% Add +57.5% 562,345 $163.1M
US Bancorp \de 0.18% Reduce -0.2% 522,898 $151.7M
Raymond James Financial Inc. 0.05% Reduce -3.4% 507,564 $147.2M
Cullen Capital Management, LLC 1.57% Reduce -2.2% 497,171 $144.2M
Polar Capital Holdings Plc 0.65% Reduce -5.0% 490,000 $142.1M
Russell Investments Group, Ltd. 0.15% Add +5.3% 483,342 $140.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.15% Add +11.7% 442,973 $128.5M
Rhumbline Advisers 0.10% Reduce -1.3% 432,221 $125.4M
BNP Paribas Financial Markets 0.08% Add +13.6% 413,905 $120.1M
Alliancebernstein L.P. 0.04% Reduce -4.7% 400,892 $116.3M
PNC Financial Services Group, Inc. 0.06% Add +1.5% 398,089 $115.5M
LPL Financial LLC 0.03% Add +5.0% 387,591 $112.4M
Neuberger Berman Group LLC 0.08% Reduce -0.1% 379,091 $110.0M
Bank of Montreal 0.04% Add +8.1% 367,261 $107.4M
Equity Investment Corp. 2.17% Reduce -0.3% 369,808 $107.3M
Two Sigma Investments, LP 0.17% Add +4941.4% 367,519 $106.6M
Nomura Asset Management International Inc. 0.16% — 360,190 $104.5M
California State Teachers Retirement System 0.10% Add +0.7% 355,504 $103.1M
Adage Capital Partners Gp, L.L.C. 0.14% Reduce -9.5% 328,004 $95.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.14% Reduce -0.2% 302,167 $87.2M
Canada Pension Plan Investment Board 0.06% Reduce -17.8% 291,608 $84.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.63% Add +0.3% 275,614 $79.9M
Principal Financial Group Inc. 0.04% Add +2.2% 273,194 $79.2M
New York State Common Retirement Fund 0.10% Reduce -2.0% 264,067 $76.6M
Citigroup Inc. 0.05% Reduce -11.6% 261,011 $75.7M
PFA Pension, Forsikringsaktieselskab 0.21% — 257,550 $75.3M
Nordea Investment Management AB 0.06% Reduce -33.5% 252,255 $73.3M
DekaBank Deutsche Girozentrale 0.13% No change 314,052 $73.3M
Verition Fund Management LLC 0.41% Reduce -3.3% 248,444 $72.1M
Storebrand Asset Management As 0.19% Add +0.7% 244,773 $71.0M
Acadian Asset Management LLC 0.12% Reduce -19.9% 244,645 $71.0M
Freestone Grove Partners LP 0.50% Reduce -30.7% 239,090 $69.4M
TD Asset Management Inc 0.05% Reduce -6.3% 234,473 $68.0M
Danske Bank A/S 0.16% Add +24.4% 233,140 $67.6M
Korea Investment CORP 0.13% Reduce -15.7% 231,493 $67.1M
Mackenzie Financial Corp. 0.08% Add +2.0% 227,688 $66.4M
Paralel Advisors LLC 2.48% No change 220,000 $63.8M
Wealth Enhancement Advisory Services, LLC 0.09% Add +12.5% 219,988 $62.7M
Systematic Alpha Investments, LLC 1.95% No change 215,208 $62.4M
CANADA LIFE ASSURANCE Co 0.11% Reduce -27.8% 213,098 $61.9M
Great Lakes Advisors, LLC 0.50% Add +0.2% 213,158 $61.8M
Skandinaviska Enskilda Banken AB (publ) 0.24% Add +119.2% 208,774 $60.6M
Ameriprise Financial Inc. 0.01% Reduce -20.9% 208,574 $60.5M
Cornerstone Investment Partners, LLC 2.34% Add +0.5% 208,043 $60.3M
Janney Montgomery Scott LLC 0.13% Add +2.8% 202,452 $58.7M
Brandywine Global Investment Management, LLC 0.40% Reduce -2.0% 200,865 $58.3M
Janus Henderson Group PLC 0.03% Reduce -1.9% 199,805 $58.0M
Asset Management One Co., Ltd. 0.16% Add +2.0% 197,544 $57.7M
State Board of Administration of Florida Retirement System 0.10% Reduce -4.5% 197,835 $57.4M
Aberdeen Group plc 0.09% Reduce -2.1% 195,089 $56.6M
Lansforsakringar Fondforvaltning AB (publ) 0.28% Reduce -0.3% 194,902 $56.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% Add +2.8% 192,607 $55.9M
Aviva PLC 0.09% Add +4.8% 190,951 $55.4M
New York State Teachers Retirement System 0.10% Reduce -2.1% 184,855 $53.6M
National Bank of Canada 0.05% Reduce -3.8% 177,178 $51.4M
Vest Financial, LLC 0.65% Add +5.0% 176,961 $51.3M
HighTower Advisors, LLC 0.06% Add +1.2% 175,484 $50.9M
SG Americas Securities, LLC 0.07% Add +39393.3% 172,191 $49.9M
ProShare Advisors LLC 0.08% Add +13.6% 164,558 $47.7M
Los Angeles Capital Management LLC 0.16% Add +216.8% 174,715 $47.3M
Sei Investments Co. 0.05% Add +28.5% 160,838 $46.6M
Pictet Asset Management Holding SA 0.04% Reduce -2.6% 158,103 $45.9M
Jain Global LLC 0.47% New 157,724 $45.7M
Susquehanna International Group, LLP 0.06% Add +35.5% 157,586 $45.7M
O'shaughnessy Asset Management, LLC 0.25% Add +3.4% 157,328 $45.6M
Credit Agricole S A 0.12% Add +9.3% 155,726 $45.2M
Stifel Financial Corp. 0.04% Reduce -5.0% 153,492 $44.5M
Truist Financial Corp. 0.06% Add +0.7% 149,486 $43.4M
Royal London Asset Management Ltd. 0.09% Reduce -0.7% 149,405 $43.3M
KBC Group NV 0.10% Add +2.2% 148,733 $43.1M
Swedbank AB 0.04% Add +4.7% 146,458 $42.5M
Natixis Advisors, LLC 0.06% Add +4.7% 140,146 $40.7M
Millennium Management 0.03% Add +15.7% 138,371 $40.1M
Rit Capital Partners PLC 8.82% New 136,000 $39.4M
Healthcare of Ontario Pension Plan Trust Fund 0.07% Reduce -13.9% 135,122 $39.2M
KLP Kapitalforvaltning As 0.15% Add +29.9% 135,019 $39.2M
APG Asset Management N.V. 0.11% Reduce -28.1% 157,841 $39.0M
NorthCoast Asset Management LLC 0.85% Reduce -2.0% 132,629 $38.5M
Cwm, LLC 0.10% Reduce -2.4% 131,852 $38.2M
Nomura Asset Management Co. Ltd. 0.10% Reduce -20.6% 131,018 $38.0M
Mitsubishi UFJ Trust & Banking Corp 0.09% Reduce -6.4% 130,577 $37.9M
Candriam S.C.A. 0.19% Reduce -24.3% 129,951 $37.7M
AMF Tjanstepension AB 0.23% No change 129,602 $37.6M
Quantinno Capital Management LP 0.08% Add +63.2% 129,452 $37.5M
Franklin Resources Inc. 0.01% Add +0.8% 128,278 $37.2M
Manufacturers Life Insurance Company, The 0.03% Reduce -1.4% 127,930 $37.1M
BI Asset Management Fondsmaeglerselskab A/S 0.32% Reduce -4.9% 129,787 $36.2M
Daiwa Securities Group Inc. 0.12% Add +0.9% 123,340 $35.8M
State of Wisconsin Investment Board 0.08% Reduce -8.9% 121,886 $35.4M
Conning Inc. 1.22% Reduce -1.5% 119,326 $34.6M
Intech Investment Management LLC 0.31% Add +29.3% 119,249 $34.6M
Creative Planning 0.02% Add +8.3% 118,218 $34.3M
Panagora Asset Management Inc. 0.12% Reduce -5.9% 117,710 $34.1M
Braun Stacey Associates Inc. 1.10% Reduce -1.1% 117,164 $34.0M
Prudential Financial Inc. 0.04% Reduce -15.4% 115,146 $33.4M
Mercer Global Advisors Inc. 0.05% Add +1.9% 114,782 $33.3M
Cerity Partners LLC 0.05% Add +3.7% 114,708 $33.3M
Mairs & Power Inc. 0.32% Add +28.6% 113,800 $33.0M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -1.4% 113,789 $33.0M
Caisse de depot et placement du Quebec 0.06% Add +305.9% 113,190 $32.8M
Epoch Investment Partners, Inc. 0.18% Reduce -3.8% 111,710 $32.4M
Worldquant Millennium Advisors LLC 0.12% Add +7030.3% 108,309 $31.4M
Trillium Asset Management, LLC 0.95% Reduce -21.1% 105,715 $30.9M
Public Employees Retirement System of Ohio 0.09% Reduce -0.2% 103,259 $30.0M
GW Henssler & Associates Ltd. 1.44% Reduce -4.0% 103,111 $29.9M
Kayne Anderson Rudnick Investment Management LLC 0.08% Reduce -2.2% 102,418 $29.7M
Teacher Retirement System of Texas 0.10% Reduce -12.9% 99,691 $28.9M
Vontobel Holding Ltd. 0.10% Add +3.5% 99,346 $28.8M
M&T Bank Corp 0.09% Add +1.1% 99,169 $28.8M
Toronto Dominion Bank 0.05% Reduce -42.7% 98,499 $28.6M
Martingale Asset Management L P 0.72% Add +5.4% 97,439 $28.3M
Bank of Nova Scotia 0.04% Reduce -4.9% 96,923 $28.1M
Dodge & Cox 0.01% Reduce -6.1% 94,782 $27.5M
Steigerwald, Gordon & Koch Inc. 2.67% Reduce -1.1% 94,408 $27.4M
Illinois Municipal Retirement Fund 0.34% Add +10.2% 94,306 $27.4M
Treasurer of the State of North Carolina 0.09% Reduce -8.3% 93,262 $27.1M
CIBC Asset Management Inc 0.06% Add +31.0% 90,747 $26.3M
Public Sector Pension Investment Board 0.09% Add +85.1% 89,807 $26.0M
St. James Investment Company, LLC 4.15% Reduce -1.0% 89,215 $25.9M
Nisa Investment Advisors, LLC 0.08% Add +2.0% 88,531 $25.7M
Commonwealth Equity Services, LLC 0.03% Reduce -0.7% 88,241 $25.6M
Mn Services Vermogensbeheer B.V. 0.16% Add +2.5% 87,884 $25.5M
Cullen/Frost Bankers, Inc. 0.28% Reduce -2.2% 87,857 $25.5M
Midwest Trust Co 0.32% Reduce -1.3% 87,496 $25.4M
Gillson Capital LP 1.66% New 87,204 $25.3M
State of Tennessee, Department of Treasury 0.08% Add +4.1% 88,149 $25.1M
Comerica Bank 0.10% Reduce -1.3% 86,462 $25.1M
Resona Asset Management Co.,Ltd. 0.12% Reduce -3.2% 86,346 $25.1M
Victory Capital Management Inc. 0.01% Reduce -1.9% 85,803 $24.9M
Eurizon Capital SGR S.p.A. 0.08% — 84,349 $24.5M
Cetera Investment Advisers 0.03% Reduce -0.0% 83,729 $24.3M
FIL Ltd 0.02% Add +22.3% 83,672 $24.3M
Arbejdsmarkedets Tillaegspension 0.62% — 83,318 $24.2M
Applied Finance Capital Management, LLC 1.68% Reduce -3.9% 81,003 $23.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.19% Reduce -9.3% 80,091 $23.2M
Handelsbanken Fonder AB 0.07% Add +8.1% 79,642 $23.1M
Forsta Ap-Fonden 0.14% Add +50.3% 78,620 $22.8M
Mariner, LLC 0.03% Add +3.7% 77,535 $22.5M
Interval Partners, LP 0.52% Reduce -30.5% 76,736 $22.3M
Pittenger & Anderson Inc. 0.85% Reduce -0.5% 76,424 $22.2M
State of New Jersey Common Pension Fund D 0.08% Reduce -1.7% 75,967 $22.0M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +15.1% 74,466 $21.6M
Holocene Advisors, LP 0.05% New 74,450 $21.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.15% Reduce -2.3% 74,389 $21.6M
Tudor Investment Corporation 0.12% New 71,000 $20.6M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.12% Add +152.9% 68,800 $20.0M
Rafferty Asset Management, LLC 0.07% Reduce -9.2% 68,047 $19.7M
Northwest & Ethical Investments L.P. 0.44% Reduce -3.7% 66,935 $19.4M
Pinebridge Investments LLC 0.14% — 66,759 $19.4M
Keybank National Association 0.07% Add +0.8% 66,612 $19.3M
Swiss Life Asset Management Ltd 0.10% Add +41.5% 66,016 $19.1M
Calamos Advisors LLC 0.11% Reduce -3.9% 63,969 $18.6M
First Horizon Corp. 0.83% Reduce -2.3% 63,904 $18.5M
Arizona State Retirement System 0.10% Reduce -4.0% 63,509 $18.4M
U.S. Capital Wealth Advisors, LLC 0.48% Add +0.0% 63,220 $18.3M
Greatmark Investment Partners, Inc. 2.16% Reduce -0.8% 62,956 $18.3M
Marshall Wace, LLP 0.02% New 62,647 $18.2M
Gabelli Funds LLC 0.12% No change 62,500 $18.1M
ExodusPoint Capital Management, LP 0.20% New 62,341 $18.1M
Ieq Capital, LLC 0.05% Reduce -6.4% 61,534 $17.8M
Ensign Peak Advisors, Inc 0.03% Reduce -8.0% 61,427 $17.8M
State of Michigan Retirement System 0.09% Reduce -5.2% 60,653 $17.6M
STRS Ohio 0.07% Reduce -6.5% 60,138 $17.4M
Stonebridge Capital Advisors LLC 1.19% Add +19.8% 59,319 $17.2M
Czech National Bank 0.11% Add +2.9% 58,819 $17.1M
Pinnacle Financial Partners, Inc. 0.13% — 57,893 $16.8M
QRG Capital Management, Inc. 0.18% Add +8.7% 56,639 $16.4M
Osaic Holdings, Inc. 0.02% Reduce -7.2% 56,435 $16.4M
Assenagon Asset Management S.A. 0.02% Reduce -83.3% 56,492 $16.4M
Shelton Capital Management 0.32% No change 55,183 $16.0M
Cantor Fitzgerald Investment Advisors L.P. 1.16% Add +18.9% 54,054 $15.7M
Prudential PLC 0.13% Add +50.2% 53,877 $15.6M
PensionDanmark Pensionsforsikringsaktieselskab 0.14% — 53,873 $15.6M
Varma Mutual Pension Insurance Co 0.09% Add +10.8% 53,447 $15.5M
GHP Investment Advisors, Inc. 0.63% Reduce -1.3% 52,470 $15.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% Reduce -4.0% 51,886 $15.1M
Arvest Bank Trust Division 0.81% Reduce -5.0% 51,844 $15.0M
Telos Capital Management, Inc. 1.40% Reduce -0.4% 51,643 $15.0M
Whittier Trust Co. 0.16% Reduce -2.7% 52,222 $14.9M
Kestra Advisory Services, LLC 0.06% Add +42.6% 50,988 $14.8M
Baird Financial Group, Inc. 0.02% Reduce -17.5% 50,452 $14.6M
Mirae Asset Securities (usa) Inc. 0.58% New 50,334 $14.6M
State of Alaska, Department of Revenue 0.15% Reduce -3.5% 50,205 $14.6M
National Mutual Insurance Federation of Agricultural Cooperatives 0.11% No change 50,000 $14.5M
Ethic Inc. 0.22% Add +9.3% 49,798 $14.4M
DNB Asset Management AS 0.05% Add +2.0% 47,541 $13.8M
Retirement Systems of Alabama 0.04% Reduce -1.2% 47,454 $13.8M
Connor, Clark & Lunn Investment Management Ltd. 0.04% Reduce -35.9% 47,309 $13.7M
Pathstone Holdings, LLC 0.05% Reduce -1.3% 46,892 $13.6M
Talbot Financial, LLC 1.12% Add +2.6% 46,786 $13.6M
Banco Santander, S.A. 0.10% Reduce -0.2% 46,722 $13.6M
Huntington National Bank 0.11% Reduce -6.4% 46,632 $13.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -11.8% 45,644 $13.2M
Glenmede Trust Co. NA 0.06% — 45,004 $13.1M
PARK CIRCLE Co 11.72% No change 44,825 $13.0M
Trexquant Investment LP 0.12% New 44,666 $13.0M
Sienna Gestion 0.77% Add +13.7% 44,179 $12.9M
Macquarie Group Ltd. 0.06% Reduce -90.5% 44,146 $12.8M
IFM Investors Pty Ltd 0.11% Add +0.5% 43,613 $12.7M
Citizens Financial Group Inc. 0.17% New 43,302 $12.6M
Captrust Financial Advisors 0.02% Add +0.9% 42,698 $12.4M
ASR Vermogensbeheer N.V. 0.14% Reduce -0.9% 41,825 $12.1M
Vanguard Personalized Indexing Management, LLC 0.12% Add +2.1% 41,816 $12.1M
Stansberry Asset Management, LLC 1.24% Add +3.2% 41,812 $12.1M
Regions Financial Corp. 0.08% Reduce -1.1% 41,422 $12.0M
Amalgamated Bank 0.09% Reduce -5.3% 41,396 $12.0M
Auxier Asset Management LLC 1.67% Reduce -4.7% 40,955 $11.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Add +22.7% 39,949 $11.6M
Ritholtz Wealth Management 0.21% Add +3.0% 39,675 $11.5M
Perigon Wealth Management, LLC 0.20% Reduce -1.6% 39,469 $11.4M
Bartlett & Co. Wealth Management LLC 0.15% Reduce -0.8% 39,277 $11.4M
Tiaa Trust, National Association 0.03% Reduce -1.9% 39,268 $11.4M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.16% — 39,202 $11.4M
First Manhattan Co. Llc. 0.03% Reduce -3.9% 38,790 $11.3M
Bradley Foster & Sargent Inc. 0.16% Add +0.0% 38,192 $11.1M
Goelzer Investment Management, Inc. 0.51% Add +0.6% 38,139 $11.1M
USS Investment Management Ltd 0.05% Add +0.2% 37,290 $10.8M
Utah Retirement Systems 0.10% Reduce -0.5% 37,109 $10.8M
Aviance Capital Partners, LLC 1.23% Reduce -0.2% 36,673 $10.6M
New Vernon Investment Management LLC 10.35% Add +82.9% 36,659 $10.6M
MML Investors Services, LLC 0.03% Add +12.4% 36,311 $10.5M
OP Asset Management Ltd 0.12% Reduce -13.0% 36,232 $10.5M
Benedict Financial Advisors Inc. 2.17% Add +0.0% 35,502 $10.3M
Carret Asset Management, LLC 0.97% Reduce -0.4% 35,278 $10.2M
Voya Investment Management LLC 0.01% Reduce -8.6% 35,203 $10.2M
Xponance LLC 0.08% Add +9.4% 34,917 $10.1M
Elo Mutual Pension Insurance Co 0.15% Reduce -0.4% 34,726 $10.1M
Brown Advisory Inc. 0.01% Reduce -6.9% 34,678 $10.1M
Northwestern Mutual Wealth Management Co. 0.01% Add +11.5% 34,602 $10.0M
Susquehanna Fundamental Investments, LLC 0.34% Add +116.7% 34,320 $10.0M
Police & Firemen's Retirement System of New Jersey 0.08% Reduce -6.0% 34,240 $9.9M
Guggenheim Capital LLC 0.07% Add +2.0% 34,181 $9.9M
Mediolanum International Funds Ltd 0.10% Add +1196.8% 32,666 $9.6M
First National Bank of Omaha 0.28% Reduce -12.3% 32,640 $9.5M
Murphy Pohlad Asset Management LLC 3.63% Reduce -0.3% 32,595 $9.5M
XTX Topco Ltd 0.25% New 32,507 $9.4M
Gateway Investment Advisers LLC 0.09% Add +0.2% 32,377 $9.4M
New York Life Investment Management LLC 0.08% Reduce -1.4% 32,361 $9.4M
Gotham Asset Management 0.03% Add +18.8% 32,219 $9.3M
Raiffeisen Bank International AG 0.12% Add +8.3% 31,895 $9.3M
NewEdge Advisors, LLC 0.03% Add +25.4% 31,799 $9.2M
Rockefeller Capital Management L.P. 0.02% Reduce -2.0% 31,330 $9.1M
MAI Capital Management 0.05% Add +6.0% 31,301 $9.1M
Man Group plc 0.02% Add +294.8% 31,158 $9.0M
Cibc World Markets Corp. 0.05% — 31,102 $9.0M
GMO 0.02% Add +16.6% 30,521 $8.9M
NEOS Investment Management LLC 0.05% Add +19.5% 30,280 $8.8M
Sequoia Financial Advisors, LLC 0.05% Add +18.7% 30,054 $8.7M
Chemung Canal Trust Co. 1.72% Reduce -1.7% 29,945 $8.7M
Rakuten Investment Management, Inc. 0.03% Reduce -92.7% 29,432 $8.6M
Koshinski Asset Management, Inc. 0.55% Add +1.1% 29,465 $8.5M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.4% 29,317 $8.5M
Palisade Asset Management, LLC 0.83% Add +12.0% 29,292 $8.5M
Vinva Investment Management Ltd 0.11% Add +40.8% 28,912 $8.5M
Campbell & CO Investment Adviser LLC 0.40% New 29,048 $8.4M
Te Ahumairangi Investment Management Ltd 1.49% Reduce -2.2% 28,707 $8.3M
Nissay Asset Management Corp. /Japan 0.04% Reduce -0.8% 28,506 $8.3M
Horizon Investments, LLC 0.10% Reduce -3.4% 28,453 $8.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +19.1% 28,412 $8.2M
Longbow Finance SA 1.38% New 28,200 $8.2M
Hennessy Advisors Inc. 0.29% Reduce -6.3% 28,000 $8.1M
Groupe la Francaise 0.12% Reduce -0.9% 27,923 $8.1M
Yousif Capital Management, LLC 0.09% Add +0.3% 29,719 $8.0M
Kwmg, LLC 0.69% Add +0.9% 27,450 $8.0M
Independent Advisor Alliance 0.19% Reduce -11.1% 27,400 $7.9M
Strategic Planning Group, LLC 1.02% Add +9.4% 27,347 $7.9M
Palmer Knight Co 4.13% Reduce -0.5% 27,121 $7.9M
Manning & Napier Advisors LLC 0.10% Reduce -6.4% 26,899 $7.9M
Daiichi Life Insurance Co., Ltd. 0.20% Reduce -4.4% 26,723 $7.8M
CX Institutional 0.23% Add +10.8% 26,668 $7.7M
Cambridge Investment Research Advisors, Inc. 0.02% Add +3.0% 26,548 $7.7M
SteelPeak Wealth, LLC 0.25% Add +214.2% 26,445 $7.7M
Hantz Financial Services, Inc. 0.11% Reduce -16.4% 25,884 $7.5M
Cullinan Associates Inc. 0.51% Add +1.5% 25,876 $7.5M
Oregon Public Employees Retirement Fund 0.09% Reduce -0.6% 25,576 $7.4M
Pacer Advisors, Inc. 0.02% Add +9.6% 25,407 $7.4M
Hudson Bay Capital Management LP 0.05% Reduce -19.6% 25,367 $7.4M
Fisher Funds Management LTD 0.19% No change 25,120 $7.3M
Generali Asset Management SPA SGR 0.15% Add +21.1% 25,077 $7.3M
Investment Management Corp of Ontario 0.10% Add +22.6% 24,997 $7.3M
Vident Advisory, LLC 0.07% Add +68.3% 24,993 $7.2M
Bridgewater Associates 0.03% Reduce -72.7% 24,673 $7.2M
Peapack Gladstone Financial Corp. 0.09% Add +1.4% 24,487 $7.1M
Blair William & Co. 0.02% Reduce -20.3% 24,086 $7.0M
Capital City Trust Co. 1.55% Reduce -1.4% 24,038 $7.0M
Assetmark, Inc. 0.01% Add +21.8% 24,009 $7.0M
Olstein Capital Management, L.P. 1.43% No change 24,000 $7.0M
Private Advisor Group, LLC 0.03% Add +2.7% 23,958 $6.9M
Mutual of America Capital Management LLC 0.07% Reduce -1.9% 23,953 $6.9M
Wealthfront Advisers LLC 0.02% Add +3.0% 23,751 $6.9M
Freestone Capital Holdings, LLC 0.20% Add +1.5% 23,645 $6.9M
Penobscot Investment Management Company, Inc. 0.51% Reduce -1.4% 23,424 $6.8M
Osmosis Investment Management UK Ltd 0.17% — 23,384 $6.8M
Commerce Bank 0.04% Add +4.9% 23,272 $6.8M
Lazard Asset Management LLC 0.01% Add +13.3% 23,123 $6.7M
Citizens Business Bank 1.10% Add +1.2% 22,919 $6.6M
Beacon Pointe Advisors, LLC 0.05% Add +4.3% 22,854 $6.6M
Norinchukin Bank, The 0.08% Add +3.6% 22,780 $6.6M
Sterling Capital Management LLC 0.11% Add +62.3% 22,443 $6.5M
UMB Bank, n.a. 0.09% Add +3.4% 22,430 $6.5M
Meyer Handelman Co. 0.20% No change 22,400 $6.5M
Wellington Management Group LLP 0.00% Reduce -22.6% 22,364 $6.5M
Verdence Capital Advisors LLC 0.38% Add +1.3% 22,323 $6.5M
Jane Street Group, LLC 0.01% Add +77.3% 22,149 $6.4M
Tower Research Capital LLC (TRC) 0.15% Add +60.0% 22,064 $6.4M
D. E. Shaw & Co. 0.01% Reduce -31.5% 22,047 $6.4M
Brevan Howard Capital Management LP 0.13% Reduce -32.3% 21,326 $6.2M
Pinnacle Associates Ltd. 0.08% Add +1.5% 21,228 $6.2M
Whittier Trust Co. of Nevada Inc. 0.13% Reduce -2.4% 21,494 $6.1M
Steward Partners Investment Advisory, LLC 0.03% Add +0.9% 20,717 $6.0M
HM Payson & Co. 0.08% No change 20,568 $6.0M
First Pacific Financial 0.77% Add +0.6% 20,352 $5.9M
R.H. Investment Group, LLC 4.94% Reduce -0.1% 20,319 $5.9M
SGL Investment Advisors, Inc. 2.39% Reduce -2.2% 19,584 $5.9M
Lighthouse Investment Partners, LLC 0.20% New 20,267 $5.9M
Culbertson A N & Co. Inc. 0.80% Reduce -0.3% 20,123 $5.8M
Generali Powszechne Towarzystwo Emerytalne 1.00% No change 20,118 $5.8M
Avanza Fonder AB 0.15% Add +19.9% 19,844 $5.8M
Commerzbank Aktiengesellschaft 0.12% Reduce -46.6% 19,765 $5.7M
UniSuper Management Pty Ltd 0.03% Reduce -2.6% 19,695 $5.7M
tru Independence LLC 1.44% Reduce -0.9% 19,652 $5.7M
McCarter Private Wealth Services LLC 2.52% Add +3.2% 19,350 $5.6M
CIBC Private Wealth Group LLC 0.01% Reduce -0.3% 19,269 $5.6M
Atria Investments, Inc 0.06% Add +4.8% 19,256 $5.6M
B. Metzler seel. Sohn & Co. AG 0.05% Add +4.6% 19,143 $5.6M
Fifth Third Bancorp 0.02% Add +5.1% 19,139 $5.6M
HB Wealth Management, LLC 0.04% Add +2.8% 19,136 $5.6M
Semper Augustus Investments 0.64% No change 19,100 $5.5M
Capital Fund Management S.A. 0.05% Reduce -72.6% 19,054 $5.5M
Squarepoint Ops LLC 0.01% Reduce -48.5% 19,019 $5.5M
Vestcor Inc 0.16% Add +98.4% 18,833 $5.5M
Ferguson Wellman Capital Management, Inc. 0.09% Reduce -3.8% 18,535 $5.4M
Banque Cantonale Vaudoise 0.19% Add +37.1% 18,387 $5.3M
Meridian Investment Counsel Inc. 1.28% No change 18,363 $5.3M
Elevate Capital Advisors, LLC 3.52% Add +6.1% 18,328 $5.3M
Foster & Motley Inc. 0.28% Reduce -1.0% 18,245 $5.3M
Composition Wealth, LLC 0.08% Add +1.0% 18,177 $5.3M
Railway Pension Investments Ltd 0.06% No change 18,000 $5.2M
KCM Investment Advisors LLC 0.17% Reduce -2.7% 17,875 $5.2M
Cresset Asset Management, LLC 0.02% Reduce -1.1% 17,868 $5.2M
NewEdge Wealth, LLC 0.06% Add +14.3% 17,832 $5.2M
Teachers Retirement System of the State of Kentucky 0.04% No change 17,796 $5.2M
RNC Capital Management LLC 0.23% Reduce -3.4% 17,752 $5.1M
Fulcrum Asset Management LLP 1.43% Reduce -2.9% 17,596 $5.1M
Merit Financial Group, LLC 0.04% Add +6.5% 17,697 $5.1M
Allstate Corp. 0.07% Add +115.7% 17,668 $5.1M
1832 Asset Management L.P. 0.01% Add +30.6% 17,646 $5.1M
&partners 0.03% Add +11.8% 17,491 $5.1M
HRT Financial LP 0.02% Reduce -28.7% 17,431 $5.1M
Sawyer & Company, Inc 1.78% Reduce -1.5% 17,296 $5.0M
Arjuna Capital 1.21% Reduce -2.5% 17,072 $5.0M
Federation des caisses Desjardins du Quebec 0.02% Reduce -15.8% 17,040 $4.9M
Argent Trust Co 0.17% Add +3.8% 16,823 $4.9M
Valley Wealth Managers, Inc. 0.31% Add +0.8% 16,817 $4.9M
Capitolis Liquid Global Markets LLC 0.03% New 16,798 $4.9M
Orion Porfolio Solutions, LLC 0.04% Add +11.9% 16,733 $4.9M
Nomura Holdings Inc. 0.01% Reduce -39.9% 16,729 $4.9M
Leuthold Group, LLC 0.52% Add +0.8% 16,592 $4.8M
Mizuho Securities USA LLC 0.08% Reduce -0.9% 16,242 $4.8M
Alps Advisors Inc. 0.03% Reduce -0.2% 16,302 $4.7M
Empire Financial Management Company, LLC 1.03% Add +0.4% 16,285 $4.7M
Lombard Odier Asset Management (Switzerland) SA 0.20% Add +8.7% 16,281 $4.7M
Vestmark Advisory Solutions, Inc. 0.06% Add +30.9% 16,147 $4.7M
Applied Capital LLC 3.20% Reduce -0.0% 16,094 $4.7M
Laird Norton Wetherby Trust Company, LLC 0.10% New 15,978 $4.6M
Principle Wealth Partners LLC 0.26% No change 15,927 $4.6M
Lee Danner & Bass Inc. 0.33% Reduce -9.2% 15,769 $4.6M
Caprock Group, LLC 0.10% Add +1.2% 15,578 $4.5M
Prospera Financial Services Inc 0.07% Reduce -1.0% 15,564 $4.5M
Unison Advisors LLC 0.39% Add +0.4% 15,568 $4.5M
Bokf, NA 0.07% Reduce -7.9% 15,526 $4.5M
Lido Advisors, LLC 0.02% Add +7.8% 15,840 $4.5M
IFP Advisors, Inc 0.10% Add +3.0% 15,462 $4.5M
AIA Group Ltd 0.07% Add +142.1% 15,376 $4.5M
FAS Wealth Partners, Inc. 0.29% Add +6.0% 15,362 $4.5M
Slow Capital, Inc. 0.53% Add +0.8% 15,278 $4.4M
GLOBALT Investments LLC / GA 0.16% Reduce -3.1% 15,162 $4.4M
Blue Sparrow, LLC 0.08% — 15,000 $4.4M
Asset Dedication, LLC 0.28% Add +0.6% 14,800 $4.3M
Baker Avenue Asset Management, LP 0.10% Add +1.6% 14,798 $4.3M
Advisory Services Network, LLC 0.06% Add +3.8% 14,656 $4.3M
ING Groep NV 0.03% Reduce -3.6% 14,641 $4.2M
Liberty One Investment Management, LLC 0.54% Reduce -44.3% 14,623 $4.2M
Edgestream Partners, L.P. 0.12% Reduce -7.4% 14,588 $4.2M
Romano Brothers and Company 0.48% Reduce -2.1% 14,585 $4.2M
Stance Capital LLC 1.54% New 14,428 $4.2M
Peregrine Asset Advisers, Inc. 1.17% Reduce -49.7% 14,327 $4.2M
Kentucky Retirement Systems 0.11% No change 14,194 $4.1M
Choreo, LLC 0.05% Reduce -7.1% 13,970 $4.1M
Wakefield Asset Management LLLP 1.11% Reduce -1.5% 14,113 $4.1M
Kingsview Wealth Management, LLC 0.06% Reduce -0.6% 14,039 $4.1M
Icon Wealth Advisors, LLC 0.27% Add +7.1% 13,950 $4.0M
Forvis Mazars Wealth Advisors, LLC 0.08% Reduce -2.9% 13,908 $4.0M
Savant Capital, LLC 0.02% Reduce -3.1% 13,866 $4.0M
Siemens Fonds Invest GmbH 0.21% Reduce -22.3% 13,753 $4.0M
1ST Source Bank 0.21% Reduce -2.6% 13,690 $4.0M
Tower Bridge Advisors 0.40% Add +0.6% 13,541 $3.9M
Munich Reinsurance Co Stock Corp in Munich 0.10% Add +2543.3% 13,375 $3.9M
Barrow Hanley Mewhinney & Strauss LLC 0.01% Add +7.9% 13,470 $3.9M
Rossmore Private Capital 0.34% Reduce -0.1% 13,180 $3.8M
iA Global Asset Management Inc. 0.05% Reduce -3.0% 13,155 $3.8M
Osborne Partners Capital Management, LLC 0.20% Reduce -1.3% 13,150 $3.8M
Hartford Investment Management Co. 0.11% Reduce -2.1% 12,967 $3.8M
William B. Walkup & Associates, Inc. 2.05% Reduce -1.6% 12,921 $3.7M
Hancock Whitney Corp. 0.07% Reduce -0.3% 12,912 $3.7M
Carnegie Investment Counsel 0.07% Add +0.9% 12,855 $3.7M
Natixis 0.01% Reduce -75.7% 12,787 $3.7M
Vise Technologies, Inc. 0.07% Add +93.6% 12,782 $3.7M
SummitTX Capital, L.P. 0.11% Add +221.3% 12,512 $3.6M
Acropolis Investment Management, LLC 0.16% Reduce -5.2% 12,312 $3.6M
Argent Advisors, Inc. 0.98% Add +27.9% 12,127 $3.5M
Ballentine Partners, LLC 0.05% Reduce -0.3% 12,121 $3.5M
Bessemer Group Inc. 0.01% Add +7.0% 12,078 $3.5M
D.A. Davidson & Co. 0.02% Reduce -1.6% 11,962 $3.5M
Diversified Trust Co. 0.06% Reduce -0.0% 11,907 $3.5M
Delta Financial Advisors LLC 0.89% Reduce -0.8% 11,864 $3.4M
New Age Alpha Advisors, LLC 0.15% Reduce -11.0% 11,862 $3.4M
Lincoln Capital LLC 0.62% Reduce -10.8% 11,771 $3.4M
Erste Asset Management GmbH 0.03% Reduce -15.5% 11,616 $3.4M
Garner Asset Management Corp 1.29% Reduce -8.3% 11,612 $3.4M
Fulton Bank, N.A. 0.12% Reduce -1.8% 11,588 $3.4M
Patton Albertson Miller Group, LLC 0.39% Reduce -8.0% 11,476 $3.3M
Compass Wealth Management LLC 0.83% Reduce -1.6% 11,444 $3.3M
Louisiana State Employees Retirement System 0.06% Reduce -3.4% 11,400 $3.3M
Hennion & Walsh Asset Management, Inc. 0.11% Reduce -3.1% 11,340 $3.3M
Abn Amro Investment Solutions 0.05% Add +217.7% 11,333 $3.3M
Burney Co./ 0.10% Reduce -0.2% 11,309 $3.3M
Gulf International Bank (UK) Ltd 0.11% No change 11,291 $3.3M
Third View Private Wealth, LLC 0.44% — 11,217 $3.3M
Maryland State Retirement & Pension System 0.07% No change 11,153 $3.2M
Kintegral Advisory, LLC 0.27% Reduce -2.7% 11,084 $3.2M
Two Sigma Advisers, LP 0.01% New 11,040 $3.2M
United Capital Financial Advisors, LLC 0.02% Add +10.3% 10,947 $3.2M
Levin Capital Strategies, L.P. 0.28% Add +4.8% 10,933 $3.2M
Tidal Investments LLC 0.01% Add +22.2% 10,895 $3.2M
Focus Partners Advisor Solutions, LLC 0.04% Reduce -20.1% 10,888 $3.2M
GAMMA Investing LLC 0.16% Add +12.7% 10,885 $3.2M
Voleon Capital Management LP 0.07% Reduce -17.6% 10,782 $3.1M
Alkeme Wealth, LLC 1.32% Add +4.3% 10,683 $3.1M
Peddock Capital Advisors, LLC 0.65% Add +0.5% 10,631 $3.1M
Atlantic Union Bankshares Corp 0.06% Reduce -0.4% 10,623 $3.1M
Academy Capital Management 0.41% Add +93.0% 10,617 $3.1M
Bleakley Financial Group, LLC 0.05% New 10,580 $3.1M
Evercore Wealth Management, LLC 0.04% No change 10,547 $3.1M
New Mexico Educational Retirement Board 0.09% Add +1.9% 10,478 $3.0M
Metis Global Partners, LLC 0.07% Reduce -20.0% 10,469 $3.0M
Farmers & Merchants Trust Co of Chambersburg PA 0.85% Reduce -2.7% 10,436 $3.0M
Eagle Rock Investment Company, LLC 0.42% Reduce -0.0% 10,364 $3.0M
White Pine Capital LLC 0.82% No change 10,244 $3.0M
EP Wealth Advisors, LLC 0.02% — 10,172 $3.0M
Montag A & Associates Inc. 0.14% Add +3.3% 10,170 $2.9M
KKM Financial LLC 0.52% New 10,099 $2.9M
Greenleaf Trust 0.03% Add +0.4% 10,036 $2.9M
Jump Financial, LLC 0.04% Add +97.6% 10,014 $2.9M
Nilsine Partners, LLC 0.25% Add +1.8% 9,911 $2.9M
Pinnacle Holdings, LLC 1.09% Add +9.5% 9,888 $2.9M
Allspring Global Investments Holdings, LLC 0.00% Add +2.6% 9,974 $2.8M
Chilton Investment Co. Inc. 0.06% No change 9,775 $2.8M
Wesleyan Assurance Society 0.16% No change 9,740 $2.8M
Agf Management Ltd. 0.01% Reduce -18.9% 9,690 $2.8M
OMERS ADMINISTRATION Corp 0.02% Reduce -39.5% 9,664 $2.8M
Crossmark Global Holdings, Inc. 0.04% Add +17.0% 9,659 $2.8M
Parsons Capital Management Inc. 0.15% Add +0.7% 9,653 $2.8M
Jones Financial Companies LLLP 0.00% Add +13.4% 9,602 $2.8M
Lighthouse Financial Services Inc. 0.64% — 9,578 $2.8M
Andra AP-fonden 0.03% New 9,560 $2.8M
Stephens Inc. 0.03% Add +5.5% 9,545 $2.8M
Praxis Investment Management Inc. 0.16% No change 9,403 $2.7M
Moors & Cabot, Inc. 0.11% Reduce -1.9% 9,187 $2.7M
Twin Capital Management Inc. 0.33% Reduce -1.1% 9,180 $2.7M
MUFG Securities EMEA plc 0.03% Add +112.2% 9,145 $2.7M
AG2R La Mondiale Gestion D'actifs 0.12% Add +4.3% 9,140 $2.7M
Choate Investment Advisors 0.05% Reduce -1.5% 9,099 $2.6M
DSG Capital Advisors, LLC 0.40% No change 9,655 $2.6M
Atlantic Edge Private Wealth Management, LLC 0.65% Add +2.6% 9,009 $2.6M
Grey Ledge Advisors, LLC 0.59% Reduce -8.9% 9,003 $2.6M
CoreCap Advisors, LLC 0.09% Add +0.5% 8,905 $2.6M
Thrivent Financial for Lutherans 0.00% Reduce -52.0% 8,881 $2.6M
AssuredPartners Investment Advisors, LLC 0.38% Add +3.9% 8,809 $2.6M
Avalon Trust Co 0.16% Add +2.6% 8,749 $2.5M
Farther Finance Advisors, LLC 0.03% Add +41.4% 8,633 $2.5M
Kestra Private Wealth Services, LLC 0.03% Add +37.7% 8,553 $2.5M
Cadence Bank 0.14% Add +0.1% 8,521 $2.5M
Asahi Life Asset Management Co., LTD. 1.37% Reduce -7.7% 8,487 $2.5M
Azimuth Capital Investment Management LLC 0.09% Reduce -8.1% 8,487 $2.5M
GTS Securities LLC 0.08% Add +135.6% 8,467 $2.5M
Jacobi Capital Management LLC 0.14% Add +0.6% 8,461 $2.5M
Envestnet Portfolio Solutions, Inc. 0.01% Add +2.5% 8,407 $2.4M
Benin Management CORP 0.54% Add +14.7% 8,380 $2.4M
Carmel Capital Partners, LLC 0.85% Add +61.7% 8,363 $2.4M
Canandaigua National Bank & Trust Co. 0.22% Reduce -3.0% 8,347 $2.4M
Accredited Investors Inc. 0.13% No change 8,300 $2.4M
Tectonic Advisors LLC 0.13% Add +0.0% 8,270 $2.4M
Dockside LLC 0.61% — 8,247 $2.4M
Mgo One Seven LLC 0.05% Add +0.3% 8,213 $2.4M
Focus Financial Network, Inc. 0.08% Reduce -1.2% 8,191 $2.4M
Weaver Capital Management LLC 0.50% Reduce -0.6% 8,156 $2.4M
Cim, LLC 0.31% Add +0.4% 8,145 $2.4M
Arrow Financial Corp 0.24% Reduce -5.7% 8,145 $2.4M
Spire Wealth Management 0.08% Reduce -8.7% 8,122 $2.4M
Ancora Advisors LLC 0.05% Add +1.2% 8,038 $2.3M
Bank & Trust Co 1.64% Reduce -0.6% 8,009 $2.3M
Capital Wealth Planning, LLC 0.01% No change 8,000 $2.3M
Essex Financial Services, Inc. 0.13% Add +1.4% 7,932 $2.3M
Empirical Finance, LLC 0.11% Reduce -4.1% 7,911 $2.3M
Mitchell McLeod Pugh & Williams Inc. 0.33% Add +0.1% 7,604 $2.3M
Smith Salley Wealth Management 0.11% Reduce -0.1% 7,891 $2.3M
Virtu Financial LLC 0.09% Add +590.6% 7,887 $2.3M
Capula Management Ltd 0.01% Add +30.0% 7,835 $2.3M
Clearstead Advisors, LLC 0.03% Add +16.4% 7,833 $2.3M
Ashford Capital Management Inc. 0.25% No change 7,764 $2.3M
Concord Wealth Partners 0.29% Add +5.3% 7,755 $2.2M
North Dakota State Investment Board 0.08% — 7,754 $2.2M
Webster Bank, N. A. 0.21% Reduce -7.5% 7,721 $2.2M
E. Ohman J:or Asset Management AB 0.05% Reduce -22.0% 7,720 $2.2M
Founders Financial Securities LLC 0.13% Reduce -14.9% 7,704 $2.2M
Concord Asset Management, LLC 0.39% Add +2.5% 7,673 $2.2M
First National Trust Co 0.07% Reduce -4.4% 7,642 $2.2M
OneDigital Investment Advisors LLC 0.02% Add +3.5% 7,614 $2.2M
Naples Global Advisors, LLC 0.16% Reduce -0.6% 7,603 $2.2M
Snowden Capital Advisors LLC 0.06% Add +0.5% 7,599 $2.2M
Ascent Group, LLC 0.08% Add +4.2% 7,590 $2.2M
Concurrent Investment Advisors, LLC 0.03% Add +27.7% 7,569 $2.2M
Cornerstone Planning, LLC 0.51% — 7,533 $2.2M
Focus Partners Wealth 0.00% New 7,542 $2.2M
FRG Family Wealth Advisors LLC 0.34% No change 7,525 $2.2M
Cary Street Partners Financial LLC 0.05% Reduce -5.7% 7,517 $2.2M
Virtue Asset Management LLC 1.76% Add +0.2% 7,470 $2.2M
JT Stratford LLC 0.28% Add +2.8% 7,355 $2.1M
Venture Visionary Partners LLC 0.07% Reduce -0.8% 7,335 $2.1M
Aptus Capital Advisors, LLC 0.02% Add +11.5% 7,323 $2.1M
Johnson Investment Counsel Inc. 0.02% Reduce -0.9% 7,322 $2.1M
Quadcap Wealth Management, LLC 0.24% Reduce -0.2% 7,276 $2.1M
Brooklyn Investment Group 0.10% Add +161.2% 7,203 $2.1M
Tokio Marine Asset Management Co. Ltd. 0.07% Add +6.5% 7,239 $2.1M
Scotia Capital Inc. 0.01% Add +271.8% 7,194 $2.1M
AlphaQuest LLC 0.12% Add +332.6% 7,147 $2.1M
Callan Family Office, LLC 0.04% Add +60.1% 7,142 $2.1M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.7% 7,127 $2.1M
Virtus Investment Advisers, LLC 0.56% Reduce -1.0% 7,113 $2.1M
Caisse Des Depots Et Consignations 0.05% Add +239.7% 7,102 $2.1M
Nicolet Advisory Services, LLC 0.14% New 7,340 $2.1M
Parallel Advisors, LLC 0.04% Add +2.4% 7,052 $2.0M
Gifford Fong Associates 0.40% No change 7,000 $2.0M
Dakota Wealth Management 0.04% Add +8.5% 6,939 $2.0M
First National Advisers, LLC 0.28% Reduce -23.7% 6,938 $2.0M
Meeder Advisory Services, Inc. 0.09% Add +18.4% 6,927 $2.0M
Genus Capital Management Inc. 0.23% Add +650.8% 6,922 $2.0M
Nordwand Advisors, LLC 0.35% Reduce -0.5% 6,905 $2.0M
Eagle Capital Management LLC 0.01% No change 6,900 $2.0M
Fayez Sarofim & Co 0.00% Reduce -4.4% 6,798 $2.0M
Canada Post Corp Registered Pension Plan 0.07% Add +49.7% 6,784 $2.0M
WBH Advisory Inc. 0.15% Reduce -2.2% 6,758 $2.0M
Ostrum Asset Management 0.09% Reduce -24.9% 6,674 $1.9M
Nicholas Hoffman & Company, LLC. 0.04% Reduce -2.1% 6,674 $1.9M
Susquehanna Portfolio Strategies, LLC 0.03% No change 6,666 $1.9M
Signaturefd, LLC 0.03% Reduce -3.2% 6,659 $1.9M
Inceptionr LLC 0.54% Reduce -2.2% 6,654 $1.9M
Machina Capital S.A.S. 0.37% New 6,649 $1.9M
Muhlenkamp & Co. Inc. 0.52% No change 6,627 $1.9M
Dagco, Inc. 0.44% Reduce -0.3% 6,529 $1.9M
Ballast, Inc. 0.44% Reduce -0.3% 6,528 $1.9M
Quadrant Capital Group LLC 0.06% Add +0.6% 6,517 $1.9M
Resources Management Corp. /CT/ 0.24% Reduce -0.1% 6,483 $1.9M
IHT Wealth Management, LLC 0.05% Add +0.7% 6,466 $1.9M
TD Private Client Wealth LLC 0.04% Reduce -0.7% 6,414 $1.9M
Profund Advisors LLC 0.06% Reduce -9.3% 6,370 $1.8M
Tevis Investment Management 1.11% No change 6,605 $1.8M
LRI Investments, LLC 0.15% Add +1.1% 6,331 $1.8M
Beacon Financial Group 0.18% Reduce -6.3% 6,316 $1.8M
PYA Waltman Capital, LLC 0.49% Reduce -0.6% 6,296 $1.8M
HighPoint Advisor Group LLC 0.04% Reduce -3.4% 6,292 $1.8M
SlateStone Wealth, LLC 0.15% Add +4.9% 6,286 $1.8M
BSW Wealth Partners 0.22% Reduce -3.0% 6,239 $1.8M
Arkadios Wealth Advisors 0.04% Add +44.2% 6,221 $1.8M
Douglass Winthrop Advisors, LLC 0.03% No change 6,153 $1.8M
Vaughan David Investments LLC 0.04% No change 6,109 $1.8M
Ashton Thomas Private Wealth, LLC 0.04% Reduce -0.2% 6,069 $1.8M
Securian Asset Management, Inc. 0.07% Reduce -44.0% 6,065 $1.8M
Harbour Investments, Inc. 0.04% Add +399.3% 6,061 $1.8M
Ames National Corp. 1.03% Reduce -5.3% 6,052 $1.8M
Summit Trail Advisors, LLC 0.03% Add +5.0% 6,048 $1.8M
Claro Advisors Inc. 0.24% Add +0.1% 6,027 $1.7M
Agate Pass Investment Management, LLC 0.65% Reduce -8.4% 6,025 $1.7M
Mufg Securities Americas Inc. 0.11% Reduce -1.0% 6,009 $1.7M
Kathmere Capital Management, LLC 0.12% Add +7.1% 5,991 $1.7M
Johnson Financial Group, Inc. 0.06% Reduce -19.3% 5,965 $1.7M
Kentucky Retirement Systems Insurance Trust Fund 0.11% No change 5,950 $1.7M
Gen-Wealth Partners Inc 0.55% Add +2.8% 5,946 $1.7M
Pensionfund Sabic 0.46% No change 5,900 $1.7M
Dynamic Technology Lab Private Ltd 0.39% Add +155.6% 5,884 $1.7M
Meiji Yasuda Asset Management Co Ltd. 0.08% Reduce -0.4% 5,856 $1.7M
MassMutual Private Wealth & Trust, FSB 0.04% Reduce -1.0% 5,817 $1.7M
Coldstream Capital Management Inc. 0.02% Add +5.9% 5,803 $1.7M
Board of the Pension Protection Fund 1.59% Add +12.9% 5,760 $1.7M
Net Worth Advisory Group 0.34% Add +23.2% 5,744 $1.7M
Corsicana & Co. 0.93% No change 5,709 $1.7M
Trust Co. of Vermont 0.07% Add +5.2% 5,708 $1.7M
Sciencast Management LP 0.23% Reduce -5.6% 5,694 $1.7M
Integrated Wealth Concepts LLC 0.02% Reduce -37.0% 5,693 $1.7M
Paragon Capital Management Inc. 1.26% Reduce -11.0% 5,601 $1.6M
HighMark Wealth Management LLC 0.66% Add +0.2% 5,588 $1.6M
TCW Group Inc. 0.01% New 5,584 $1.6M
Mb, Levis & Associates, LLC 0.68% Reduce -3.1% 5,580 $1.6M
South Dakota Investment Council 0.03% Reduce -6.1% 5,570 $1.6M
Phoenix Financial Ltd. 0.02% Reduce -2.5% 5,550 $1.6M
Wealth Alliance, LLC 0.16% Reduce -0.1% 5,533 $1.6M
DAVENPORT & Co LLC 0.01% Add +17.6% 5,533 $1.6M
Benjamin Edwards Inc. 0.02% Reduce -6.2% 5,529 $1.6M
Cornercap Investment Counsel Inc. 0.79% Reduce -1.3% 5,521 $1.6M
Magnetar Financial LLC 0.02% New 5,497 $1.6M
Equitable Holdings, Inc. 0.01% Add +21.6% 5,468 $1.6M
Rydar Equities, Inc. 1.23% Add +13.4% 5,445 $1.6M
Churchill Financial Advisors, LLC 0.48% — 5,436 $1.6M
Cibc World Market Inc. 0.00% Add +127.2% 5,417 $1.6M
Elmwood Wealth Management, Inc. 0.50% Reduce -0.4% 5,408 $1.6M
Bridges Investment Management Inc. 0.02% Add +23.2% 5,403 $1.6M
Natural Investments, LLC 0.39% Reduce -47.4% 5,398 $1.6M
Waverly Advisors, LLC 0.01% Reduce -2.6% 5,367 $1.6M
Arvest Investments, Inc. 0.22% Reduce -0.9% 5,364 $1.6M
Pallas Capital Advisors LLC 0.05% Add +1.9% 5,293 $1.5M
Glenview Trust Co 0.02% Add +0.5% 5,285 $1.5M
Roundview Capital LLC 0.09% Add +0.3% 5,283 $1.5M
V-Square Quantitative Management LLC 0.16% New 5,278 $1.5M
Dark Forest Capital Management LP 0.07% Add +69.5% 5,273 $1.5M
Lowe Brockenbrough & Co. Inc. 0.07% Reduce -2.7% 5,254 $1.5M
Sumitomo Life Insurance Co. 0.04% Add +0.7% 5,236 $1.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -12.9% 5,231 $1.5M
Haverford Trust Co 0.01% Add +0.7% 5,210 $1.5M
Guyasuta Investment Advisors Inc. 0.09% No change 5,165 $1.5M
Providence Wealth Advisors, LLC 0.93% Add +0.6% 5,118 $1.5M
Institute for Wealth Management, LLC. 0.16% Reduce -0.6% 5,111 $1.5M
Joel Isaacson & Co., LLC 0.05% Add +0.0% 5,106 $1.5M
Wealthspire Advisors, LLC 0.01% Add +81.6% 5,104 $1.5M
Summit Global Investments 0.09% Reduce -30.5% 5,096 $1.5M
Exchange Traded Concepts, LLC 0.01% Add +23.1% 5,090 $1.5M
J.W. Cole Advisors, Inc. 0.04% Reduce -39.5% 6,602 $1.5M
Impact Partnership Wealth, LLC 0.19% Add +31.5% 5,059 $1.5M
Valeo Financial Advisors, LLC 0.03% Add +1.3% 5,052 $1.5M
Kepler Cheuvreux (Suisse) SA 0.08% Add +100.5% 5,022 $1.5M
Bayview Asset Management, LLC 1.31% New 5,000 $1.5M
Sigma Planning Corp 0.04% Reduce -39.4% 4,973 $1.4M
Dynamic Advisor Solutions LLC 0.05% Reduce -10.5% 4,971 $1.4M
Parrish Capital LLC 1.30% — 4,964 $1.4M
Blue Trust, Inc. 0.02% Add +0.9% 4,938 $1.4M
Barden Capital Management, Inc. 1.18% Reduce -1.1% 4,935 $1.4M
Harbor Capital Advisors, Inc. 0.11% Reduce -0.2% 4,932 $1.4M
Plimoth Trust Co. LLC 0.32% Reduce -6.8% 4,932 $1.4M
Private Trust Co. NA 0.13% Reduce -2.1% 4,915 $1.4M
Smartleaf Asset Management LLC 0.05% Add +20.1% 4,873 $1.4M
Plato Investment Management Ltd 0.09% Reduce -4.5% 4,839 $1.4M
Trust Co. of Toledo NA 0.14% Reduce -4.0% 4,817 $1.4M
Procyon Advisors, LLC 0.07% Add +5.5% 4,806 $1.4M
Calamos Wealth Management LLC 0.05% Add +6.7% 4,773 $1.4M
Geneos Wealth Management Inc. 0.03% No change 4,749 $1.4M
Elevation Point Wealth Partners, LLC 0.07% Reduce -16.9% 4,744 $1.4M
RFG - Bristol Wealth Advisors, LLC 0.38% Add +0.3% 4,720 $1.4M
Commonwealth Retirement Investments LLC 0.44% Add +1.8% 4,689 $1.4M
Forum Financial Management, LP 0.02% Reduce -0.5% 4,636 $1.3M
IFC Advisors LLC 0.20% Add +12.4% 4,631 $1.3M
Transamerica Financial Advisors, LLC 0.11% Add +0.9% 4,627 $1.3M
FineMark National Bank & Trust 0.04% Reduce -0.2% 4,627 $1.3M
Fiduciary Trust Co 0.02% Reduce -26.6% 4,616 $1.3M
Delphi Management Inc. 1.30% New 4,603 $1.3M
World Investment Advisors 0.02% Add +65.8% 4,588 $1.3M
Zions Bancorporation, National Association 0.06% Add +9.9% 4,587 $1.3M
Belpointe Asset Management LLC 0.05% Reduce -30.5% 4,549 $1.3M
Bailard, Inc. 0.03% Add +0.7% 4,547 $1.3M
JNBA Financial Advisors 0.11% Add +31.5% 4,516 $1.3M
Americana Partners, LLC 0.04% New 4,481 $1.3M
Bullock Wealth Management Group 0.64% — 4,476 $1.3M
Convergence Investment Partners, LLC 0.26% Reduce -14.3% 4,439 $1.3M
Stock Yards Bank & Trust Co. 0.04% Reduce -2.2% 4,431 $1.3M
Old National Bancorp 0.02% Reduce -12.0% 4,424 $1.3M
Investors Asset Management of Georgia Inc. /Ga/ 0.52% No change 4,361 $1.3M
HBK Sorce Advisory LLC 0.03% Reduce -0.7% 4,153 $1.3M
Hanson & Doremus Investment Management 0.15% Reduce -10.4% 4,302 $1.2M
Compound Planning, Inc. 0.04% Add +6.8% 4,297 $1.2M
AA Financial Advisors, LLC 0.23% Reduce -2.3% 4,285 $1.2M
Equitable Trust Co. 0.06% No change 4,285 $1.2M
Picton Mahoney Asset Management 0.01% Add +42.9% 4,275 $1.2M
Dorsey & Whitney Trust CO LLC 0.07% Reduce -23.0% 4,270 $1.2M
Coastal Bridge Advisors, LLC 0.09% Reduce -0.7% 4,258 $1.2M
Farringdon Capital, Ltd. 0.30% Reduce -29.7% 4,253 $1.2M
Tradewinds, LLC. 0.29% Add +2.1% 4,251 $1.2M
JB Capital LLC 0.05% Add +0.1% 4,210 $1.2M
West Paces Advisors Inc. 0.24% Add +2.2% 4,202 $1.2M
Somerset Group LLC 0.92% No change 4,303 $1.2M
Tudor Financial Inc. 0.62% No change 4,200 $1.2M
Financial Planning Hawaii, Inc. 0.70% — 4,190 $1.2M
Abner Herrman & Brock LLC 0.12% No change 4,177 $1.2M
Linden Thomas Advisory Services, LLC 0.12% Add +3.8% 4,163 $1.2M
Moody National Bank Trust Division 0.12% Reduce -32.0% 4,131 $1.2M
Texas Bank & Trust Co 0.43% Reduce -1.2% 4,115 $1.2M
Vectors Research Management, LLC 0.36% No change 4,100 $1.2M
Rothschild Investment LLC 0.07% Reduce -0.6% 4,096 $1.2M
Forza Wealth Management, LLC 0.43% No change 4,072 $1.2M
Essential Partners LLC 0.36% Add +1.2% 4,071 $1.2M
Private Wealth Asset Management, LLC 0.13% Add +0.5% 4,065 $1.2M
Curi Capital, LLC 0.02% Reduce -3.4% 4,058 $1.2M
AE Wealth Management LLC 0.01% Add +51.4% 4,033 $1.2M
Syon Capital LLC 0.06% Add +7.5% 4,022 $1.2M
MWA Asset Management 0.65% Add +0.3% 4,022 $1.2M
Flputnam Investment Management Co. 0.02% Reduce -1.8% 4,000 $1.2M
Sterneck Capital Management, LLC 0.52% No change 4,000 $1.2M
Courier Capital LLC 0.07% No change 4,000 $1.2M
Fifth Third Wealth Advisors LLC 0.04% Reduce -2.4% 3,997 $1.2M
Yoffe Investment Management, LLC 1.48% No change 3,987 $1.2M
Ossiam 0.02% Reduce -87.2% 3,954 $1.1M
JSF Financial, LLC 0.24% Add +1.0% 3,944 $1.1M
Westerkirk Capital Inc. 0.11% Reduce -3.8% 3,943 $1.1M
Pinnacle Wealth Management Advisory Group, LLC 0.08% Add +13.8% 3,933 $1.1M
Northern Financial Advisors Inc 1.30% Reduce -41.1% 3,906 $1.1M
Krilogy Financial LLC 0.04% Add +23.8% 3,994 $1.1M
Smithfield Trust Co 0.05% Add +4.6% 3,875 $1.1M
Mission Wealth Management, LP 0.02% Add +1.7% 3,865 $1.1M
Foundations Investment Advisors, LLC 0.01% Add +8.3% 3,838 $1.1M
Redwood Investment Management, LLC 0.12% New 3,783 $1.1M
LRT Capital Management, LLC 0.94% Reduce -64.9% 3,779 $1.1M
Qtron Investments LLC 0.14% New 3,729 $1.1M
Tocqueville Asset Management L.P. 0.02% Add +0.3% 3,718 $1.1M
Guardian Partners Inc. 0.09% No change 3,647 $1.1M
Kanawha Capital Management LLC 0.07% Reduce -0.7% 3,693 $1.1M
PFG Advisors 0.05% Reduce -28.8% 3,688 $1.1M
AMG National Trust Bank 0.03% No change 3,666 $1.1M
Legacy Capital Group California, Inc. 0.26% Add +2.6% 3,655 $1.1M
1 North Wealth Services LLC 0.37% No change 3,651 $1.1M
AlphaCore Capital LLC 0.02% Add +79.7% 3,624 $1.1M
PFG Investments, LLC 0.05% Add +0.1% 3,617 $1.0M
LVW Advisors, LLC 0.11% Add +1.3% 3,583 $1.0M
Boyd Watterson Asset Management LLC 0.30% No change 3,538 $1.0M
Integrated Quantitative Investments LLC 0.22% Reduce -0.2% 3,514 $1.0M
Aljian Capital Management, LLC 0.20% Add +0.2% 3,511 $1.0M
Marble Wealth, LLC 0.14% — 3,509 $1.0M
EntryPoint Capital, LLC 0.40% Add +63.6% 3,499 $1.0M
Wilmington Savings Fund Society, FSB 0.02% No change 3,487 $1.0M
Kornitzer Capital Management Inc. 0.02% New 3,486 $1.0M
Principal Securities, Inc. 0.02% Add +2.2% 3,450 $1.0M
Union Savings Bank 0.43% — 3,447 $1000K
Balyasny Asset Management L.P. 0.00% Reduce -96.6% 3,441 $998K
Sagespring Wealth Partners, LLC 0.02% Add +24.5% 3,372 $978K
Rinkey Investments 0.25% No change 3,368 $977K
Tema ETFs LLC 0.08% Reduce -0.2% 3,367 $977K
Minot DeBlois Advisors LLC 0.87% Add +0.9% 3,358 $974K
Mirabella Financial Services LLP 0.10% New 3,324 $964K
Searle & Co. 0.25% No change 3,304 $958K
Villere St Denis J & Co. LLC 0.10% No change 3,303 $958K
Burns J W & Co. Inc. 0.11% Reduce -1.4% 3,284 $953K
Capital Investment Advisors, LLC 0.01% Add +16.9% 3,268 $948K
Ar Asset Management Inc. 0.20% No change 3,264 $947K
Tradition Wealth Management, LLC 0.07% Reduce -2.9% 3,251 $943K
LVM Capital Management Ltd. 0.09% No change 3,251 $943K
Kingswood Wealth Advisors, LLC 0.05% Add +42.7% 3,250 $943K
Quad-Cities Investment Group, LLC 0.38% Add +0.1% 3,213 $932K
Lederer & Associates Investment Counsel 0.62% Reduce -4.4% 3,208 $931K
DRW Securities, LLC 0.07% Add +14.5% 3,211 $930K
NorthRock Partners, LLC 0.02% Reduce -40.2% 3,201 $929K
Atlas Capital Advisors Inc. 0.10% — 3,197 $927K
Roehl & Yi Investment Advisors, LLC 0.37% Add +0.2% 3,189 $925K
IKE Capital, LLC 0.80% — 3,177 $922K
Mitchell & Pahl Private Wealth, LLC 0.38% Reduce -1.5% 3,176 $921K
Strategic Advisors LLC 0.14% Reduce -3.4% 3,151 $914K
PCM Encore, LLC 0.19% — 3,144 $912K
AlphaGrep UK Ltd 0.30% — 3,141 $911K
Fidelis Capital Partners, LLC 0.07% Add +4.8% 3,137 $910K
Arax Advisory Partners 0.03% Reduce -88.6% 3,121 $905K
RiverFront Investment Group, LLC 0.01% Reduce -2.6% 3,118 $904K
Alpha Cubed Investments, LLC 0.03% No change 3,117 $904K
CENTRAL TRUST Co 0.02% Reduce -12.2% 3,113 $903K
Evernest Financial Advisors, LLC 0.19% Reduce -1.3% 3,072 $900K
Level Four Advisory Services, LLC 0.03% Add +1.8% 3,098 $899K
Wedmont Private Capital 0.03% Add +1.3% 3,167 $897K
Wilson & Boucher Capital Management, LLC 0.59% No change 3,088 $896K
Davis R M Inc. 0.02% Reduce -3.2% 3,061 $888K
Frank, Rimerman Advisors LLC 0.06% Reduce -0.4% 3,033 $880K
NLB Skladi, upravljanje premozenja, d.o.o. 0.04% — 3,023 $877K
Mount Lucas Management LP 0.39% Add +1.2% 3,022 $877K
GC Wealth Management RIA, LLC 0.03% Reduce -40.8% 3,021 $876K
Connecticut Wealth Management, LLC 0.04% Add +4.1% 3,019 $876K
Chesapeake Asset Management LLC 0.73% Add +10.8% 3,018 $875K
Apollon Wealth Management, LLC 0.02% Add +6.2% 3,013 $874K
Pinnacle Bancorp, Inc. 0.26% Reduce -2.0% 3,008 $873K
Empower Advisory Group, LLC 0.00% Add +40.6% 2,990 $867K
Camden National Bank 0.12% Reduce -0.6% 2,978 $864K
Annex Advisory Services, LLC 0.02% New 2,971 $862K
Prime Capital Investment Advisors, LLC 0.01% Reduce -1.6% 2,956 $858K
Valtrion Capital Management, LLC 0.84% Add +2.5% 2,905 $843K
High Note Wealth, LLC 0.16% Reduce -22.9% 2,902 $842K
B. Riley Wealth Advisors, Inc. 0.04% Reduce -13.1% 2,902 $842K
Bank of Stockton 0.24% No change 2,901 $841K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.09% No change 2,899 $841K
Gryphon Financial Partners LLC 0.09% Add +3.6% 2,894 $839K
Integrated Advisors Network LLC 0.04% Reduce -2.8% 2,891 $839K
PUREfi Wealth, LLC 0.64% Add +9.1% 2,884 $837K
Checchi Capital Advisers, LLC 0.06% Reduce -1.5% 2,879 $835K
Clear Harbor Asset Management, LLC 0.06% Add +1.1% 2,879 $835K
StoneX Group Inc. 0.04% Add +16.2% 2,877 $835K
Van Hulzen Asset Management, LLC 0.06% Reduce -6.5% 2,877 $834K
HUB Investment Partners, LLC 0.02% Add +6.5% 2,864 $831K
Eastern Bank 0.01% Add +0.1% 2,852 $827K
CWA Asset Management Group, LLC 0.03% Add +0.9% 2,827 $820K
Great Valley Advisor Group, Inc. 0.02% Add +1.8% 2,806 $814K
Biltmore Family Office, LLC 0.11% Add +10.6% 2,802 $813K
Baker Tilly Wealth Management, LLC 0.20% Reduce -10.6% 2,765 $802K
Baker Ellis Asset Management LLC 0.10% Reduce -5.8% 2,750 $798K
Brookstone Capital Management 0.01% Add +12.8% 2,727 $791K
CHICAGO TRUST Co NA 0.12% Reduce -7.8% 2,727 $791K
Pure Financial Advisors, LLC 0.01% Add +16.8% 2,723 $790K
SkyOak Wealth, LLC 0.14% No change 2,721 $789K
Baldwin Wealth Partners LLC 0.05% No change 2,715 $788K
Brave Asset Management Inc. 0.19% Reduce -2.5% 2,710 $786K
Stokes Family Office, LLC 0.07% Add +81.3% 2,702 $784K
Guardian Wealth Advisors, LLC / NC 0.05% Reduce -3.9% 2,697 $782K
Interchange Capital Partners, LLC 0.14% Reduce -0.6% 2,694 $781K
Moneco Advisors, LLC 0.06% Add +15.3% 2,692 $781K
Associated Banc-Corp 0.02% Reduce -1.7% 2,688 $780K
Aries Wealth Management 0.17% No change 2,658 $771K
Inlet Private Wealth, LLC 0.18% No change 2,651 $769K
Legacy Capital Wealth Partners, LLC 0.16% Reduce -10.1% 2,625 $761K
Orrstown Financial Services Inc. 0.13% No change 2,611 $757K
Welch & Forbes LLC 0.01% No change 2,611 $757K
Legacy Financial Group LLC 0.09% Reduce -2.5% 2,544 $751K
Anchor Investment Management, LLC 0.06% Reduce -11.0% 2,567 $745K
First National Bank Sioux Falls 0.22% No change 2,548 $739K
Daymark Wealth Partners, LLC 0.02% Add +10.9% 2,544 $738K
Mather Group, Llc. 0.01% Add +1.2% 2,543 $738K
Park National Corp. 0.02% Reduce -1.2% 2,541 $737K
NorthCrest Asset Manangement, LLC 0.02% Add +6.5% 2,559 $737K
Stiles Financial Services Inc 0.23% Add +0.2% 2,537 $736K
True Vision MN LLC 0.37% No change 2,532 $734K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +0.6% 2,530 $734K
Trust Asset Management LLC 0.05% Reduce -3.6% 2,524 $732K
Wedbush Securities Inc. 0.02% Add +17.1% 2,525 $732K
Beacon Investment Advisors LLC 0.29% No change 2,507 $727K
Silvercrest Asset Management Group LLC 0.01% Reduce -17.0% 2,504 $726K
Bank of New Hampshire 0.16% Reduce -5.5% 2,503 $726K
Measured Wealth Private Client Group, LLC 0.19% Add +7.3% 2,497 $724K
Boston Trust Walden Corp 0.01% No change 2,486 $721K
Mendel Money Management 0.30% Reduce -9.5% 2,482 $720K
Franklin Street Advisors Inc. 0.04% No change 2,479 $719K
Abacus Wealth Partners, LLC 0.07% New 2,469 $716K
Evoke Wealth, LLC 0.01% Add +0.6% 2,468 $716K
Berger Financial Group, Inc 0.04% Reduce -20.5% 2,457 $713K
Insigneo Advisory Services, LLC 0.05% Add +1.0% 2,445 $709K
Summit Financial, LLC 0.01% Reduce -5.7% 2,444 $709K
Crestwood Advisors Group, LLC 0.01% Add +26.9% 2,432 $705K
Modera Wealth Management, LLC 0.01% Reduce -0.8% 2,428 $704K
Alhambra Investment Management LLC 0.33% Add +0.8% 2,420 $702K
Essex Bank 0.15% Reduce -2.2% 2,406 $698K
River Wealth Advisors LLC 0.08% Add +11.0% 2,403 $697K
Northcape Wealth Management, LLC 0.20% No change 2,400 $696K
Financial Engines Advisors L.L.C. 0.00% Add +6.2% 2,399 $696K
Journey Advisory Group, LLC 0.06% Reduce -4.0% 2,395 $695K
Baron Wealth Management LLC 0.21% Add +0.2% 2,388 $693K
Rexford Capital Inc. 0.52% Reduce -0.1% 2,379 $690K
Jeppson Wealth Management, LLC 0.22% No change 2,370 $687K
Quantitative Investment Management, LLC 0.07% Reduce -31.5% 2,362 $685K
Premier Path Wealth Partners, LLC 0.09% Add +29.3% 2,357 $684K
Harbour Capital Advisors, LLC 0.14% No change 2,391 $682K
Salvus Wealth Management, LLC 0.38% Add +0.6% 2,341 $679K
1620 Investment Advisors, Inc. 0.45% Reduce -0.0% 2,339 $679K
Heritage Wealth Management, Inc. 0.19% No change 2,330 $676K
Evolve Private Wealth, LLC 0.04% — 2,329 $676K
WJ Financial Advisors LLC 0.60% Reduce -1.0% 2,326 $675K
Stratos Wealth Partners, LTD. 0.01% Reduce -4.2% 2,325 $675K
Foundation Resource Management Inc. 0.09% No change 2,315 $671K
LMCG Investments, LLC 0.04% Reduce -0.7% 2,315 $671K
Evergreen Capital Management LLC 0.01% Add +18.1% 2,296 $666K
Robinswood Financial LLC 0.21% New 2,294 $665K
Kestra Investment Management, LLC 0.02% Add +4.5% 2,292 $665K
Fisher Asset Management 0.00% Add +2.4% 2,266 $658K
Stegent Equity Advisors, Inc. 0.51% Add +1.3% 2,267 $658K
Brown Brothers Harriman & Co. 0.00% Add +18.1% 2,263 $656K
Sky Investment Group LLC 0.11% Reduce -1.4% 2,258 $655K
Sound View Wealth Advisors Group, LLC 0.04% Reduce -8.7% 2,245 $651K
Weik Capital Management 0.24% No change 2,235 $648K
Henrickson Nauta Wealth Advisors, Inc. 0.10% Add +58.0% 2,272 $648K
WHI TRUST Co LLC 0.50% — 2,222 $645K
Eagle Harbor Asset Management Inc. 0.53% Add +9.2% 2,222 $644K
Steel Grove Capital Advisors, LLC 0.07% No change 2,217 $643K
Aprio Wealth Management, LLC 0.04% Add +42.8% 2,212 $642K
Fideuram Asset Management (Ireland) dac 0.05% — 2,507 $641K
Larson Financial Group LLC 0.02% Reduce -8.3% 2,207 $640K
OpenArc Corporate Advisory, LLC 0.01% — 2,198 $638K
Williams Jones Wealth Management, LLC. 0.01% Add +1.4% 2,194 $636K
City State Bank 0.17% No change 2,186 $634K
Leavell Investment Management, Inc. 0.03% Reduce -0.9% 2,172 $630K
Cigna Investments Inc. 0.09% Reduce -2.8% 2,161 $627K
MLG Wealth Management DBA Pine Grove Financial Group 0.08% — 2,146 $622K
Sax Wealth Advisors, LLC 0.03% Reduce -1.1% 2,133 $619K
Cornell Pochily Investment Advisors, Inc. 0.18% Add +29.5% 2,131 $618K
SouthState Bank Corp 0.03% Add +0.2% 2,127 $617K
Madison Asset Management, LLC 0.01% Reduce -21.0% 2,126 $617K
Keystone Financial Group 0.05% Add +0.7% 2,125 $616K
Financiere des Professionnels - Fonds d'investissement inc. 0.03% New 2,111 $612K
Appleton Partners Inc. 0.04% Add +25.3% 2,107 $611K
Bridgewater Advisors Inc. 0.04% Add +1.1% 2,253 $610K
Ledyard National Bank 0.05% No change 2,097 $608K
Transcend Capital Advisors, LLC 0.05% Reduce -14.7% 2,088 $606K
Moneta Group Investment Advisors LLC 0.00% Add +10.7% 2,086 $605K
Lifeworks Advisors, LLC 0.08% Add +1.0% 2,080 $603K
West Family Investments, Inc. 0.14% No change 2,079 $603K
Florida Trust Wealth Management Co 0.02% Reduce -4.2% 2,068 $600K
Moody LYNN Lieberson & Walker, LLC 0.03% Add +0.1% 2,062 $598K
Aureus Asset Management, LLC 0.04% Reduce -20.5% 2,058 $597K
Diligent Investors, LLC 0.15% No change 2,056 $596K
Fortis Group Advisors, LLC 0.10% Add +0.4% 2,094 $596K
International Assets Investment Management, LLC 0.04% Reduce -3.5% 2,050 $595K
Mutual Advisors, LLC 0.01% Add +2.9% 2,049 $594K
Avantax Planning Partners, Inc. 0.02% Reduce -5.8% 2,039 $591K
SHP Wealth Management 0.05% — 2,037 $591K
United Community Bank 0.22% Reduce -10.6% 2,028 $588K
Bearing Point Capital, LLC 0.09% No change 2,019 $586K
Mark Sheptoff Financial Planning, LLC 0.28% No change 2,015 $584K
Parr McKnight Wealth Management Group, LLC 0.08% No change 2,013 $584K
EverSource Wealth Advisors, LLC 0.02% Reduce -9.9% 2,012 $583K
Defined Wealth Management, LLC 0.34% Add +0.3% 2,009 $583K
Patrick M Sweeney & Associates, Inc. 0.36% Reduce -0.7% 2,001 $580K
Rwa Wealth Partners, LLC 0.01% Add +38.6% 2,001 $580K
Finward Bancorp 0.45% No change 2,000 $580K
Ameritas Investment Partners, Inc. 0.02% Reduce -2.7% 1,996 $579K
Parkside Financial Bank & Trust 0.04% Add +2.3% 1,994 $578K
Farmers Trust Co. 0.09% No change 1,984 $575K
United Capital Management of KS, Inc. 0.08% Reduce -2.3% 1,983 $575K
Burns Matteson Capital Management, LLC 0.23% New 1,978 $574K
Schmidt P J Investment Management Inc. 0.09% No change 1,978 $574K
Journey Strategic Wealth LLC 0.02% Add +0.2% 1,976 $573K
PDS Planning, Inc 0.04% Add +0.6% 1,973 $572K
Brown Wealth Management, LLC 0.15% Add +0.4% 1,960 $569K
Strategic Family Wealth Counselors, L.L.C. 0.13% New 2,083 $562K
Sageworth Trust Co of South Dakota 0.46% Reduce -16.2% 1,934 $561K
Marco Investment Management LLC 0.04% No change 1,931 $560K
Sivia Capital Partners, LLC 0.11% Add +9.8% 1,921 $557K
Spinnaker Trust 0.03% No change 1,905 $553K
Mechanics Bank Trust Department 0.07% No change 1,900 $551K
LSV Asset Management 0.00% No change 1,900 $551K
Ponta Wealth Partners, LLC 0.51% — 1,899 $551K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.07% Reduce -0.7% 1,893 $549K
Peak Asset Management, LLC 0.09% No change 1,869 $542K
4WEALTH Advisors, Inc. 0.47% Add +2.5% 1,868 $542K
Chicago Partners Investment Group LLC 0.01% Add +1.9% 1,949 $541K
Bank of Hawaii 0.03% No change 1,863 $540K
Stockman Wealth Management, Inc. 0.06% Reduce -0.2% 1,862 $540K
Cahaba Wealth Management, Inc. 0.04% Add +0.3% 1,859 $539K
Thomasville National Bank 0.03% Reduce -1.6% 1,841 $534K
Employees Retirement System of Texas 0.01% No change 1,836 $533K
Indivisible Partners 0.06% — 1,833 $532K
Axxcess Wealth Management, LLC 0.01% Reduce -18.7% 1,820 $528K
Pin Oak Investment Advisors Inc. 0.37% Reduce -13.4% 1,745 $526K
Savvy Advisors, Inc. 0.02% Add +9.0% 1,811 $525K
Ofi Invest Asset Management 0.01% Add +250.9% 1,923 $525K
Total Wealth Planning & Management, Inc. 0.42% — 1,809 $525K
Clarius Group, LLC 0.03% Reduce -18.0% 1,807 $524K
Southeast Asset Advisors, LLC 0.05% No change 1,800 $522K
Northeast Investment Management 0.02% No change 1,800 $522K
Advisors Capital Management, LLC 0.01% Reduce -1.5% 1,790 $519K
Personal Cfo Solutions, LLC 0.08% Add +3.2% 1,790 $519K
Earned Wealth Advisors, LLC 0.04% Add +48.2% 1,787 $518K
Segment Wealth Management, LLC 0.03% Add +13.3% 1,784 $517K
Drive Wealth Management, LLC 0.10% Add +1.3% 1,774 $515K
Modern Wealth Management, LLC 0.01% Add +2.0% 1,771 $514K
Hamel Associates, Inc. 0.15% Add +18.0% 1,764 $512K
Valley Brook Capital Group, Inc. 0.34% Reduce -8.3% 1,759 $510K
Longfellow Investment Management Co. LLC 0.11% No change 1,755 $509K
LBMC Investment Advisors, LLC 0.03% No change 1,750 $508K
Wesbanco Bank Inc. 0.01% Reduce -0.1% 1,744 $506K
Beverly Hills Private Wealth, LLC 0.09% No change 1,737 $504K
Sylvest Advisors, LLC 0.27% No change 1,735 $503K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -69.4% 1,729 $502K
VestGen Advisors, LLC 0.02% Add +3.5% 1,729 $501K
Pavion Blue Capital, LLC 0.21% No change 1,724 $500K
SYM FINANCIAL Corp 0.05% Add +0.7% 1,723 $500K
Destination Wealth Management 0.01% Reduce -0.1% 1,723 $500K
Waddell & Associates, LLC 0.03% Add +9.6% 1,718 $498K
Opus Capital Group, LLC 0.05% Reduce -11.8% 1,715 $497K
Busey Bank 0.01% Add +2.6% 1,706 $495K
Neville Rodie & Shaw Inc. 0.03% No change 1,700 $494K
Flagship Harbor Advisors, LLC 0.02% Reduce -22.8% 1,701 $494K
Kenora Financial, LLC 0.16% Reduce -8.3% 1,687 $489K
Centaurus Financial, Inc. 0.02% Reduce -0.8% 1,683 $488K
Mountain Pacific Investment Advisers LLC 0.08% Reduce -2.9% 1,670 $484K
AdvisorNet Financial, Inc 0.03% Add +12.3% 1,665 $483K
Donaldson Capital Management, LLC 0.02% Reduce -9.9% 1,664 $483K
Optimize Financial Inc. 0.24% Add +1.2% 1,660 $482K
Nixon Peabody Trust Co. 0.04% No change 1,659 $481K
Canandaigua National Trust Co of Florida 0.30% Reduce -0.1% 1,646 $477K
Cynosure Group, LLC 0.05% New 1,644 $477K
SeaCrest Wealth Management, LLC 0.05% Reduce -7.7% 1,674 $474K
Bar Harbor Wealth Management 0.03% No change 1,627 $472K
AGH Wealth Advisors, LLC 0.35% Add +0.2% 1,623 $471K
Hudson Portfolio Management LLC 0.40% No change 1,617 $469K
Cozad Asset Management Inc. 0.04% No change 1,606 $466K
Harvest Fund Management Co., Ltd 0.02% No change 1,601 $464K
Fiduciary Group, LLC 0.04% Reduce -2.3% 1,596 $463K
Avestar Capital, LLC 0.03% Add +0.4% 1,595 $463K
Legacy Financial Advisors, Inc. 0.06% Reduce -0.7% 1,589 $461K
Oberweis Asset Management Inc./ 0.02% Reduce -5.3% 1,581 $459K
Somerville Kurt F 0.08% No change 1,575 $457K
UNIVEST FINANCIAL Corp 0.02% Add +0.1% 1,570 $455K
Veracity Capital LLC 0.13% Add +1.2% 1,567 $454K
Burke & Herbert Bank & Trust Co. 0.13% No change 1,562 $453K
Community Bank, N.A. 0.05% Reduce -10.9% 1,552 $450K
Riversedge Advisors, LLC 0.07% Add +10.8% 1,552 $450K
Quotient Wealth Partners, LLC 0.01% Reduce -6.3% 1,549 $449K
G2 Capital Management, LLC / Oh 0.11% Reduce -0.3% 1,544 $448K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -36.4% 1,537 $446K
Athena Investment Management 0.23% Reduce -8.2% 1,535 $445K
Aaron Wealth Advisors LLC 0.02% Add +5.9% 1,535 $445K
Tradewinds Capital Management, LLC 0.09% Reduce -30.8% 1,532 $444K
Blake Schutter Theil Wealth Advisors, LLC 0.37% New 1,531 $444K
State of Wyoming 0.05% Reduce -26.4% 1,531 $444K
Glen Eagle Advisors, LLC 0.06% Reduce -18.2% 1,530 $444K
Boston Family Office LLC 0.03% No change 1,525 $442K
Patten & Patten Inc. 0.03% Add +26.1% 1,523 $442K
Global View Capital Management LLC 0.08% Reduce -2.4% 1,523 $442K
Trueblood Wealth Management, LLC 0.17% Add +0.2% 1,517 $440K
Transatlantique Private Wealth LLC 0.14% Reduce -5.0% 1,510 $438K
Howland Capital Management LLC 0.02% No change 1,509 $438K
Prelude Capital Management, LLC 0.03% New 1,506 $437K
Randolph Co Inc 0.04% No change 1,503 $436K
First American Trust, FSB 0.03% Reduce -3.0% 1,503 $436K
Cidel Asset Management Inc. 0.03% Reduce -13.4% 1,501 $435K
Everpar Advisors LLC 0.16% Add +28.3% 1,498 $435K
All Terrain Financial Advisors, LLC 0.13% No change 1,495 $434K
Bfsg, LLC 0.04% Reduce -1.6% 1,495 $434K
Cornerstone Wealth Management, LLC 0.02% Add +17.9% 1,479 $429K
Robertson Stephens Wealth Management, LLC 0.01% Add +0.7% 1,475 $428K
Howard Capital Management, LLC 0.01% Add +0.5% 1,472 $427K
Welch Group, LLC 0.02% Add +1.2% 1,467 $426K
Wealthcare Advisory Partners LLC 0.01% Add +12.3% 1,458 $423K
MKT Advisors LLC 0.14% No change 1,459 $420K
Belleair Asset Management, LLC 0.40% — 1,447 $420K
Dana Investment Advisors, Inc. 0.01% No change 1,446 $419K
Evermay Wealth Management LLC 0.05% No change 1,445 $419K
Inscription Capital, LLC 0.04% Add +0.1% 1,444 $419K
Balboa Wealth Partners 0.07% Reduce -10.0% 1,442 $418K
Milestones Private Investment Advisors LLC 0.29% No change 1,440 $418K
CSS LLC 0.07% Reduce -20.0% 1,440 $418K
SmartHarvest Portfolios, LLC 0.14% — 1,424 $413K
Hickory Point Bank & Trust 0.30% No change 1,420 $412K
Whalerock Point Partners, LLC 0.08% Reduce -15.4% 1,420 $412K
WASHINGTON TRUST Co 0.01% Add +63.3% 1,419 $412K
D'Orazio & Associates, Inc. 0.05% Add +6.0% 1,418 $411K
Nwam LLC 0.02% Reduce -17.3% 1,422 $411K
ForthRight Wealth Management, LLC 0.12% No change 1,413 $410K
Advus Financial Partners, LLC 0.10% Reduce -18.3% 1,411 $409K
Advisor OS, LLC 0.03% Add +0.1% 1,410 $409K
Great Waters Wealth Management 0.04% Add +0.2% 1,409 $409K
Wellington Shields & Co., LLC 0.10% Reduce -6.6% 1,408 $408K
Mitchell Sinkler & Starr 0.18% No change 1,400 $406K
Woodmont Investment Counsel LLC 0.03% No change 1,397 $405K
Fiduciary Financial Group, LLC 0.06% Add +9.3% 1,394 $404K
McKinley Carter Wealth Services, Inc. 0.02% No change 1,393 $404K
Alpine Bank Wealth Management 0.06% Reduce -0.1% 1,390 $403K
Aspen Investment Management Inc 0.12% Reduce -1.3% 1,388 $403K
Verity Asset Management, Inc. 0.17% New 1,386 $402K
Central Pacific Bank - Trust Division 0.05% Add +43.5% 1,386 $402K
Tiemann Investment Advisors, LLC 0.16% Reduce -4.2% 1,385 $402K
Strategic Financial Services, Inc. 0.02% Reduce -0.2% 1,330 $401K
Plancorp, LLC 0.01% Add +0.9% 1,380 $400K
Legal Advantage Investments, Inc. 0.18% Reduce -0.1% 1,378 $400K
Retirement Planning Group, LLC 0.01% Add +0.1% 1,371 $398K
Simmons Bank 0.03% Reduce -5.8% 1,370 $397K
Atticus Wealth Management, LLC 0.10% Add +0.3% 1,369 $397K
Rathbones Group PLC 0.00% No change 1,366 $396K
Twinbeech Capital LP 0.03% New 1,365 $396K
WealthPlan Investment Management, LLC 0.03% Reduce -2.9% 1,354 $393K
Turtle Creek Wealth Advisors, LLC 0.03% Add +30.1% 1,352 $392K
Beaumont Financial Advisors, LLC 0.03% Reduce -72.5% 1,350 $392K
Integrity Alliance, Llc. 0.01% Add +3.3% 1,343 $390K
Covestor Ltd 0.20% Add +79.5% 1,343 $389K
Windsor Capital Management, LLC 0.11% Add +1.1% 1,339 $389K
NBT Bank, N.A. 0.03% Reduce -0.1% 1,335 $387K
Colonial Trust Co / SC 0.05% Reduce -10.2% 1,333 $387K
Expressive Wealth LLC 0.42% — 1,331 $386K
Csenge Advisory Group 0.02% Reduce -1.5% 1,330 $386K
Renaissance Group LLC 0.02% Add +1.4% 1,327 $385K
Core Alternative Capital 0.11% Add +5.0% 1,321 $383K
Westpac Banking Corp. 0.02% Add +16.6% 1,319 $383K
Bison Wealth, LLC 0.04% New 1,287 $382K
Medallion Wealth Advisors, LLC 0.13% No change 1,311 $380K
Monument Capital Management 0.09% Add +4.2% 1,311 $380K
Oakworth Capital, Inc. 0.02% Add +113.2% 1,307 $379K
Gsa Capital Partners LLP 0.03% New 1,308 $379K
Van Strum & Towne Inc. 0.11% No change 1,304 $378K
Jackson Thornton Wealth Management, LLC 0.04% Add +1.1% 1,326 $378K
Somerset Trust Co 0.12% Reduce -1.1% 1,297 $376K
Catalyst Financial Partners LLC 0.04% Add +5.5% 1,297 $376K
Lyell Wealth Management, LP 0.03% Add +12.3% 1,297 $376K
Red Door Wealth Management, LLC 0.04% Add +0.1% 1,293 $375K
Keel Point, LLC 0.02% Add +4.5% 1,291 $375K
Live Oak Private Wealth LLC 0.05% No change 1,286 $373K
SVB Wealth LLC 0.02% Reduce -0.6% 1,274 $370K
Boothbay Fund Management, LLC 0.01% New 1,268 $368K
Hilltop Holdings Inc. 0.02% Reduce -86.5% 1,267 $368K
Wealth Architects, LLC 0.03% Add +1.0% 1,266 $367K
Dearborn Partners LLC 0.02% No change 1,263 $366K
Delta Asset Management LLC 0.03% Reduce -1.9% 1,263 $366K
Caldwell Sutter Capital, Inc. 0.16% Add +0.5% 1,262 $366K
St Germain D J Co. Inc. 0.01% Reduce -6.0% 1,261 $366K
Childress Capital Advisors, LLC 0.06% Add +1.8% 1,259 $365K
Strategic Wealth Partners, Ltd. 0.02% Add +202.4% 1,255 $364K
Syverson Strege & Co 0.09% Reduce -3.2% 1,254 $364K
Liberty Capital Management, Inc. 0.07% No change 1,254 $364K
Plante Moran Financial Advisors, LLC 0.02% No change 1,251 $363K
Advisortrust Partners, LLC 0.16% — 1,250 $363K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -21.1% 1,248 $362K
Dynamic Wealth Strategies, LLC 0.21% Add +22.3% 1,244 $361K
Private Capital Management, LLC 0.03% New 1,244 $361K
BLB&B Advisors, LLC 0.02% Reduce -5.6% 1,241 $360K
Sagewood Asset Management LP 0.13% — 1,237 $359K
Santori & Peters, Inc. 0.12% No change 1,236 $359K
Flynn Zito Capital Management, LLC 0.13% No change 1,236 $359K
Caerus Investment Advisors, LLC 0.12% Add +4.4% 1,236 $359K
Sage Rhino Capital LLC 0.07% No change 1,234 $358K
NDVR, Inc. 0.30% Reduce -3.8% 1,233 $358K
Wealth Effects LLC 0.11% No change 1,232 $357K
One Wealth Advisors, LLC 0.04% No change 1,226 $356K
111 Capital 0.08% Add +3.0% 1,223 $355K
Quent Capital, LLC 0.03% Add +2.4% 1,218 $353K
Ariston Services Group 0.21% No change 1,212 $352K
Sunbelt Securities, Inc. 0.02% No change 1,212 $352K
Caitlin John, LLC 0.23% New 1,209 $351K
Diversify Advisory Services, LLC 0.01% Add +43.9% 1,301 $351K
Greenup Street Wealth Management LLC 0.05% Add +0.2% 1,207 $350K
QTR Family Wealth, LLC 0.15% Reduce -2.8% 1,169 $349K
Nestegg Advisors, Inc. 0.30% No change 1,203 $349K
Zacks Investment Management 0.00% Add +6.2% 1,203 $349K
Frec Markets, Inc. 0.10% — 1,202 $349K
Means Investment Co., Inc. 0.03% No change 1,200 $348K
Enhancing Capital LLC 0.25% No change 1,200 $348K
Old Port Advisors 0.09% Add +0.4% 1,200 $348K
Builder Investment Group Inc. 0.08% No change 1,200 $348K
Polymer Capital Management (US) LLC 0.04% Reduce -58.8% 1,199 $348K
Fort Point Capital Partners LLC 0.04% New 1,274 $346K
Iams Wealth Management, LLC 0.12% Add +25.8% 1,186 $344K
Ruggaard & Associates LLC 0.14% No change 1,185 $344K
Bridgewealth Advisory Group, LLC 0.08% Add +0.3% 1,185 $344K
Caitong International Asset Management Co., Ltd 0.08% New 1,183 $343K
JFS Wealth Advisors, LLC 0.02% Add +5.3% 1,180 $342K
Advisors Management Group Inc. 0.06% Reduce -3.0% 1,178 $342K
Slocum, Gordon & Co LLP 0.25% No change 1,175 $341K
Mayfair Advisory Group, LLC 0.13% Add +0.2% 1,195 $341K
Northwest Quadrant Wealth Management, LLC 0.07% Add +0.2% 1,171 $340K
Willner & Heller, LLC 0.24% Add +0.3% 1,169 $339K
Earnest Partners LLC 0.00% No change 1,166 $338K
Onyx Bridge Wealth Group LLC 0.04% Add +0.3% 1,164 $338K
Novem Group 0.04% Reduce -8.9% 1,163 $337K
Wealthspan Partners, LLC 0.12% No change 1,161 $337K
First Nebraska Trust Co 0.03% Reduce -1.3% 1,155 $335K
Flagship Wealth Advisors, LLC 0.10% Add +1.2% 1,154 $335K
CreativeOne Wealth, LLC 0.01% Add +60.8% 1,153 $334K
Cape Ann Savings Bank 0.17% Reduce -25.8% 1,150 $334K
Accurate Wealth Management, LLC 0.04% Add +3.0% 1,182 $333K
Prosperity Consulting Group, LLC 0.01% Add +3.0% 1,147 $333K
EagleClaw Capital Managment, LLC 0.05% No change 1,146 $332K
Caldwell Trust Co 0.03% Reduce -12.9% 1,146 $332K
Knightsbridge Asset Management, LLC 0.05% Add +1.2% 1,143 $332K
Stratos Wealth Advisors, LLC 0.02% Reduce -12.0% 1,138 $330K
Larry Mathis Financial Planning, LLC 0.29% — 1,138 $330K
Keystone Financial Group, Inc. 0.17% Add +0.2% 1,133 $329K
Trust Point Inc. 0.03% Reduce -2.9% 1,132 $328K
Allegiance Financial Group Advisory Services LLC 0.07% Add +3.4% 1,130 $328K
Advisors Asset Management, Inc. 0.01% Reduce -1.6% 1,130 $328K
Valmark Advisers, Inc. 0.00% No change 1,128 $327K
Sippican Capital Advisors 0.21% Reduce -1.0% 1,125 $326K
Advisory Alpha, LLC 0.01% Reduce -5.6% 1,122 $326K
Marino, Stram & Associates LLC 0.06% Reduce -16.0% 1,121 $325K
Hamilton Capital Partners Inc. 0.01% Reduce -46.2% 1,118 $324K
Parcion Private Wealth LLC 0.02% Add +7.0% 1,113 $323K
Compass Capital Corp. /Ma/ 0.12% Add +1.4% 1,085 $323K
MFA Wealth Services 0.22% Add +0.4% 1,110 $322K
L2 Asset Management, LLC 0.04% Add +6.3% 1,110 $322K
Farmers & Merchants Investments Inc. 0.01% No change 1,108 $321K
Rehmann Capital Advisory Group 0.02% Add +2.9% 1,100 $319K
Abc Arbitrage SA 0.03% New 1,098 $318K
Centennial Bank 0.13% No change 1,091 $316K
Confluence Wealth Services, Inc. 0.01% Add +4.7% 1,087 $315K
Becker Capital Management Inc. 0.01% Add +33.7% 1,087 $315K
Five Oceans Advisors 0.11% Reduce -0.1% 1,086 $315K
GWN Securities Inc. 0.06% Add +2.8% 1,084 $315K
TMB Capital Partners, LLC 0.11% — 1,084 $314K
Sawgrass Asset Management LLC 0.04% No change 1,084 $314K
Cornerstone Advisory, LLC 0.03% Add +1.0% 1,082 $314K
Catalyst Funds Management Pty Ltd 0.07% Reduce -16.9% 1,080 $313K
Crumly & Associates Inc. 0.07% Add +0.4% 1,078 $313K
Cary Street Partners Investment Advisory LLC 0.08% Add +38.3% 1,077 $312K
Breakwater Capital Group 0.04% Reduce -0.1% 1,075 $312K
Magnus Financial Group LLC 0.02% Add +8.2% 1,072 $311K
Key Financial Inc 0.06% No change 1,071 $311K
Spectrum Planning & Advisory Services Inc. 0.16% Add +0.2% 1,065 $309K
3Chopt Investment Partners, LLC 0.07% Add +0.4% 1,058 $307K
Trustmark Bank Trust Department 0.02% No change 1,057 $307K
Avidian Wealth Enterprises, LLC 0.01% Add +7.3% 1,056 $306K
Tortoise Investment Management, LLC 0.03% Add +0.3% 1,055 $306K
CI Investments Inc. 0.00% Reduce -11.1% 1,055 $306K
Winning Points Advisors, LLC 0.33% — 1,056 $306K
Prostatis Group LLC 0.07% Reduce -77.2% 1,054 $306K
Portside Wealth Group, LLC 0.04% Add +8.7% 1,051 $305K
C M Bidwell & Associates Ltd. 0.14% New 1,050 $305K
Jackson Creek Investment Advisors LLC 0.09% Reduce -3.0% 1,047 $304K
HCR Wealth Advisors 0.03% Add +2.4% 1,047 $304K
Obermeyer Wealth Partners 0.01% Add +1.0% 1,043 $303K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% No change 1,041 $302K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.00% Reduce -71.9% 1,040 $302K
Beacon Investment Advisory Services, Inc. 0.01% No change 1,038 $301K
Citizens National Bank Trust Department 0.05% No change 1,034 $300K
Capital Advisory Group Advisory Services, LLC 0.09% Reduce -5.7% 1,033 $300K
Dunhill Financial, LLC 0.09% Add +0.3% 1,032 $299K
New Republic Capital, LLC 0.08% New 1,030 $299K
CRA Financial Services, LLC 0.04% Reduce -10.5% 1,030 $299K
Sage Mountain Advisors LLC 0.02% New 1,029 $298K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.07% Reduce -72.3% 1,029 $298K
Manchester Capital Management LLC 0.04% Add +17.5% 1,026 $298K
Ascentis Independent Advisors 0.05% Reduce -10.4% 1,025 $297K
Vermillion Wealth Management, Inc. 0.12% Add +0.4% 1,023 $297K
KFA Private Wealth Group, LLC 0.07% Add +0.2% 1,022 $297K
Phillips Financial Management, LLC 0.02% Reduce -3.2% 1,022 $296K
Edmond DE Rothschild Holding S.A. 0.00% Add +362.0% 1,021 $296K
Crews Bank & Trust 0.04% Reduce -1.0% 1,014 $294K
Vision Capital Management, Inc. 0.04% No change 1,013 $294K
Avior Wealth Management, LLC 0.01% No change 1,012 $294K
Mach-1 Financial Group, LLC 0.06% New 1,011 $293K
DiPaolo Financial Group, Inc. 0.31% — 1,008 $292K
Templeton & Phillips Capital Management, LLC 0.19% No change 1,005 $292K
Marietta Wealth Management, LLC 0.03% No change 1,005 $292K
Resonant Capital Advisors, LLC 0.02% Reduce -13.0% 1,005 $292K
Next Capital Management LLC 0.09% Add +0.1% 1,005 $291K
Quantum Financial Advisors, LLC 0.03% Add +0.2% 1,003 $291K
CrossGen Wealth, LLC 0.26% — 1,000 $290K
Red Wave Investments LLC 0.09% No change 1,000 $290K
Legacy Trust 0.05% No change 1,000 $290K
Blume Capital Management, Inc. 0.05% Reduce -9.1% 1,000 $290K
Mill Capital Management, LLC 0.02% No change 1,000 $290K
Charles Schwab Trust Co 0.02% Reduce -6.5% 1,000 $290K
Pine Valley Investments Ltd Liability Co 0.01% Add +0.2% 1,000 $290K
Sageworth Trust Co 0.01% No change 998 $289K
Bayban 0.26% — 996 $289K
Financial Council, LLC 0.12% No change 994 $288K
Strong Tower Advisory Services 0.05% No change 993 $288K
Bragg Financial Advisors, Inc 0.01% No change 992 $288K
Focused Wealth Management, Inc 0.03% Add +3.0% 991 $287K
Trilogy Capital Inc. 0.01% New 986 $286K
Sovereign Financial Group, Inc. 0.05% Add +1.9% 986 $286K
Lanark Financial, Inc. 0.02% Reduce -6.0% 985 $286K
Global Strategic Investment Solutions, LLC 0.03% No change 985 $286K
Sfmg, LLC 0.02% Add +0.3% 980 $284K
Wedgewood Investors Inc. 0.32% Reduce -3.9% 980 $284K
Wealthstar Advisors, LLC 0.15% Reduce -29.6% 977 $283K
Meridian Wealth Management, LLC 0.01% Add +1.7% 975 $283K
United Advisor Group, LLC 0.04% Add +0.8% 973 $282K
RFG Advisory, LLC 0.01% Add +0.4% 972 $282K
J. Safra Sarasin Holding AG 0.00% New 972 $282K
Root Financial Partners, LLC 0.01% Add +17.1% 972 $282K
Baxter Bros Inc. 0.03% No change 971 $282K
Ti-Trust, Inc. 0.17% No change 970 $281K
Cambient Family Office, LLC 0.04% — 970 $281K
Legacy Edge Advisors, LLC 0.03% Reduce -3.0% 969 $281K
Canvas Wealth Advisors, LLC 0.05% Reduce -3.9% 965 $280K
waypoint wealth counsel 0.10% Reduce -30.9% 962 $279K
Gladstone Institutional Advisory LLC 0.01% Reduce -5.1% 960 $279K
Kelly Financial Group LLC 0.07% Reduce -0.2% 959 $278K
Voya Financial Advisors, Inc. 0.03% Add +11.7% 952 $278K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +2.4% 956 $277K
United Asset Strategies, Inc. 0.02% Add +2.7% 954 $277K
Edmp, Inc. 0.23% Reduce -11.5% 945 $274K
Smith, Moore & Co. 0.02% No change 945 $274K
Brendel Financial Advisors LLC 0.13% No change 944 $274K
SageView Advisory Group, LLC 0.01% Reduce -0.7% 943 $274K
McLean Asset Management Corp 0.05% Reduce -0.9% 1,000 $273K
New Wave Wealth Advisors LLC 0.10% Add +5.0% 936 $271K
FourThought Financial Partners, LLC 0.02% Add +12.8% 936 $271K
Penn Davis McFarland Inc. 0.03% No change 933 $271K
SBI Securities Co., Ltd. 0.01% Add +24.2% 933 $271K
FORM Wealth Advisors, LLC 0.03% — 930 $270K
Xxi Wealth, LLC 0.16% — 929 $269K
BNC Wealth Management, LLC 0.07% Add +0.1% 923 $268K
New Hampshire Trust 0.05% Reduce -33.5% 922 $267K
Ashton Thomas Securities, LLC 0.05% No change 917 $266K
MASTERINVEST Kapitalanlage GmbH 0.03% No change 906 $265K
Waterloo Capital, L.P. 0.02% Add +24.6% 913 $265K
Highland Capital Management, LLC 0.01% Reduce -0.3% 912 $265K
Elgethun Capital Management 0.05% No change 910 $264K
Narus Financial Partners, LLC 0.07% No change 910 $264K
Madrona Financial Services, LLC 0.06% No change 910 $264K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -12.2% 910 $264K
Investment Research Partners LLC 0.11% No change 909 $264K
W1M Asset Management Ltd 0.00% New 908 $263K
Money Concepts Capital Corp. 0.01% New 908 $263K
Abacus Planning Group, Inc. 0.03% Reduce -1.4% 903 $262K
One Capital Management, LLC 0.01% Add +0.6% 902 $262K
Blalock Williams, LLC 0.21% Add +19.8% 902 $262K
Westco Advisory Services Inc. 0.16% — 900 $261K
Greenberg Financial Group 0.11% — 900 $261K
Global Financial Private Client, LLC 0.09% Add +1.8% 900 $261K
TD Waterhouse Canada Inc. 0.00% Reduce -0.1% 899 $261K
Seven Mile Advisory 0.05% Reduce -18.1% 896 $260K
Cannell & Spears LLC 0.00% No change 896 $260K
Lebenthal Global Advisors, LLC 0.04% Reduce -4.8% 894 $259K
Barnes Wealth Management Group, Inc 0.14% Add +11.8% 893 $259K
Florida Financial Advisors, LLC 0.07% Add +2.9% 886 $258K
Kaufman Rossin Wealth, LLC 0.13% No change 882 $256K
Apella Capital, LLC 0.01% Add +5.8% 882 $256K
McAdam, LLC 0.01% Add +7.7% 881 $256K
Legacy Private Trust Co. 0.01% No change 880 $255K
Global Assets Advisory, LLC 0.07% Add +0.7% 880 $255K
Fiduciary Alliance LLC 0.02% Add +0.2% 880 $255K
Spirepoint Private Client, LLC 0.02% Add +6.7% 878 $255K
American Trust 0.02% Add +10.2% 878 $255K
Altfest L J & Co. Inc. 0.03% Add +0.1% 878 $255K
Exencial Wealth Advisors, LLC 0.01% Reduce -0.6% 876 $254K
Naviter Wealth, LLC 0.03% Reduce -8.9% 876 $254K
Angeles Wealth Management, LLC 0.01% New 872 $253K
Valtinson Bruner Financial Planning LLC 0.07% No change 869 $252K
Optas, LLC 0.04% Add +8.1% 869 $252K
Westmount Partners, LLC 0.06% New 868 $252K
PharVision Advisers, LLC 0.13% New 864 $251K
Intrua Financial, LLC 0.03% No change 864 $251K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -1.4% 863 $250K
Rockland Trust Co. 0.01% Reduce -51.3% 859 $249K
Fiera Capital Corp 0.00% Add +0.1% 857 $249K
Hudson Value Partners, LLC 0.07% New 856 $248K
Texas Yale Capital Corp. 0.01% New 856 $248K
Milestone Asset Management Group, LLC 0.14% Add +2.4% 854 $248K
Ellevest, Inc. 0.03% Reduce -10.6% 851 $247K
Berman McAleer LLC 0.03% No change 848 $246K
Rovin Capital /Ut/ 0.07% No change 844 $245K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Add +1.4% 843 $245K
Pettyjohn, Wood & White, Inc. 0.04% Add +11.2% 842 $244K
Members Trust Co 0.01% Reduce -1.9% 842 $244K
Schonfeld Strategic Advisors LLC 0.00% Reduce -78.0% 841 $244K
Brian Low Financial Group, LLC 0.17% New 840 $244K
Sloy Dahl & Holst, LLC 0.03% No change 839 $243K
71 West Capital Partners 0.01% — 839 $243K
Central Valley Advisors, LLC 0.07% Add +0.2% 838 $243K
Mowery & Schoenfeld Wealth Management, LLC 0.35% Add +5.8% 836 $242K
D L Carlson Investment Group Inc. 0.04% Reduce -1.5% 833 $242K
Carr Financial Group Corp 0.06% Add +0.5% 833 $242K
Ironwood Financial, llc 0.04% Reduce -5.6% 860 $241K
Paces Ferry Wealth Advisors, LLC 0.10% Reduce -1.4% 826 $240K
Alta Advisers Ltd 0.09% Reduce -27.9% 825 $239K
Founders Financial Alliance, LLC 0.05% Reduce -1.3% 824 $239K
bLong Financial, LLC 0.17% Reduce -4.7% 820 $238K
Advyzon Investment Management, LLC 0.03% Add +8.9% 820 $238K
Winthrop Advisory Group LLC 0.02% Add +1.6% 826 $237K
Cahill Financial Advisors Inc. 0.03% Add +0.3% 816 $237K
Diversified Enterprises, LLC 0.01% New 815 $237K
Penserra Capital Management LLC 0.00% Add +0.6% 817 $236K
Horizons Wealth Management 0.16% No change 812 $236K
Walker Asset Management, LLC 0.13% No change 812 $236K
Olympiad Research LP 0.63% New 811 $235K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.08% Reduce -1.3% 808 $234K
Briggs Wealth Management, Inc 0.25% — 807 $234K
MRP Capital Investments, LLC 0.20% Reduce -0.6% 805 $233K
ORG Partners LLC 0.04% Add +1.6% 804 $233K
Revolve Wealth Partners, LLC 0.03% Reduce -0.7% 802 $233K
First Community Trust NA 0.17% No change 800 $232K
Security National Bank of So Dak 0.11% No change 800 $232K
Torrey Growth & Income Advisors 0.08% Reduce -16.1% 800 $232K
Oarsman Capital, Inc. 0.03% Add +3.0% 800 $232K
Logan Capital Management Inc. 0.01% No change 800 $232K
Linscomb Wealth, Inc. 0.01% Reduce -0.5% 800 $232K
Mayflower Financial Advisors, LLC 0.03% Add +1.4% 796 $231K
Jefferies Financial Group Inc. 0.00% Reduce -96.7% 796 $231K
CNB Bank 0.09% No change 794 $230K
Salem Investment Counselors Inc. 0.01% No change 794 $230K
Basecamp Wealth Advisors LLC 0.05% — 794 $230K
Wayfinding Financial, LLC 0.10% Add +1.0% 795 $230K
Pflug Koory, LLC 0.11% No change 792 $230K
Asset Allocation & Management Company, LLC 0.09% No change 790 $229K
New England Research & Management, Inc. 0.10% No change 787 $228K
Peachtree Investment Partners, LLC 0.08% Reduce -3.0% 783 $227K
First Financial Bank - Trust Division 0.02% Reduce -4.0% 781 $227K
Castle Rock Wealth Management, LLC 0.05% Reduce -0.9% 784 $226K
Bell Bank 0.01% No change 780 $226K
Payne Capital Management, LLC 0.07% No change 778 $226K
AIMZ Investment Advisors, LLC 0.06% No change 778 $226K
Auxano Advisors, LLC 0.04% No change 776 $225K
Emerald Advisors, LLC 0.03% No change 775 $225K
Patton Fund Management, Inc. 0.03% Reduce -18.6% 773 $224K
Exchange Bank 0.16% No change 773 $224K
Thompson Siegel & Walmsley LLC 0.00% Reduce -95.8% 771 $224K
SCS Capital Management LLC 0.00% New 764 $222K
Norden Group LLC 0.02% New 763 $221K
JGP Wealth Management, LLC 0.02% No change 763 $221K
Fi3 FINANCIAL ADVISORS, LLC 0.07% New 763 $221K
Signature Wealth Management Partners, LLC 0.11% No change 763 $221K
Thrive Wealth Management, LLC 0.03% Reduce -0.8% 761 $221K
FSM Wealth Advisors, LLC 0.03% New 758 $220K
Courage Miller Partners, LLC 0.07% No change 755 $219K
GenTrust, LLC 0.01% New 755 $219K
Vicus Capital 0.02% Reduce -0.3% 753 $219K
IVC Wealth Advisors LLC 0.09% Reduce -0.3% 751 $218K
BankPlus Trust Department 0.06% No change 750 $218K
Catalina Capital Group, LLC 0.13% Reduce -0.7% 749 $217K
Kure Advisory, LLC 0.12% New 749 $217K
Howard Financial Services, LTD. 0.03% New 748 $217K
Cornerstone Advisors Asset Management, LLC 0.04% New 746 $216K
Silverlake Wealth Management LLC 0.05% No change 745 $216K
Parisi Gray Wealth Management 0.05% Add +0.3% 744 $216K
Allegheny Financial Group 0.03% Add +0.3% 742 $215K
DB&C Advisors, LLC 0.27% — 740 $215K
Maimon Wealth Management LTD. 0.20% — 734 $213K
Tranquility Partners, LLC 0.08% No change 734 $213K
MTM Investment Management, LLC 0.07% No change 732 $212K
Harbor Investment Advisory, LLC 0.02% Add +37.7% 730 $212K
Douglas Lane & Associates, LLC 0.00% No change 728 $211K
Cassaday & Co Wealth Management LLC 0.00% Reduce -5.1% 727 $211K
Constant Guidance Financial LLC 0.15% Reduce -24.9% 725 $210K
WealthTrust Axiom LLC 0.05% No change 724 $210K
Mystic Asset Management, Inc. 0.05% Reduce -34.8% 724 $210K
Alteri Wealth LLC 0.07% Reduce -0.1% 723 $210K
Valley National Advisers Inc. 0.03% Reduce -13.0% 723 $209K
Win Advisors, Inc. 0.09% New 717 $208K
Cyndeo Wealth Partners, LLC 0.01% New 715 $207K
Peoples Bank 0.13% New 712 $207K
Sandhill Capital Partners LLC 0.01% New 710 $206K
Generali Investments, Management Co LLC 0.04% No change 710 $206K
Everhart Financial Group, Inc. 0.02% New 708 $205K
Curated Wealth Partners LLC 0.02% New 706 $205K
CMG Global Holdings, LLC 0.09% New 692 $204K
Sutton Place Investors LLC 0.11% New 704 $204K
Diversify Wealth Management, LLC 0.01% New 751 $204K
MBL Wealth, LLC 0.02% New 701 $203K
Ipswich Investment Management Co., Inc. 0.05% New 701 $203K
Bensler, LLC 0.02% New 700 $203K
Pine Haven Investment Counsel, Inc 0.14% New 700 $203K
Salzhauer Michael 0.09% No change 700 $203K
Herold Advisors, Inc. 0.05% New 700 $203K
Members Wealth LLC 0.13% New 720 $203K
Rodgers Brothers Inc. 0.02% New 699 $203K
Allen Capital Group, LLC 0.02% New 699 $203K
First Foundation Advisors 0.01% New 698 $202K
Grove Bank & Trust 0.02% No change 695 $202K
Chesley Taft & Associates LLC 0.01% New 694 $201K
Howard Capital Management Group, LLC 0.01% New 692 $201K
First Interstate Bank 0.01% New 691 $200K
Kera Capital Partners, Inc. 0.02% Reduce -40.9% 704 $200K
Investors Research Corp 0.04% Reduce -13.3% 686 $199K
Fairscale Capital, LLC 0.13% No change 679 $197K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 700 $197K
Clean Yield Group 0.05% No change 671 $195K
MV Capital Management, Inc. 0.02% Add +0.1% 660 $191K
CYBER HORNET ETFs LLC 0.11% Add +6.0% 656 $190K
Acumen Wealth Advisors, LLC 0.05% — 652 $189K
Jackson, Grant Investment Advisers, Inc. 0.06% Add +4.7% 651 $189K
Cromwell Holdings LLC 0.10% No change 631 $183K
Adirondack Trust Co. 0.06% No change 630 $183K
Legacies Wealth LLC 0.10% No change 628 $182K
McMillan Office, Inc. 0.02% — 625 $181K
Tompkins Financial Corp. 0.01% Add +8.6% 622 $180K
Bruce G. Allen Investments, LLC 0.12% Add +4.8% 617 $179K
Hilltop National Bank 0.04% No change 612 $178K
Versant Capital Management, Inc 0.02% Add +10.9% 599 $174K
Spurstone Advisory Services, LLC 2.72% No change 596 $173K
Prestige Wealth Management Group LLC 0.03% Add +2.9% 571 $166K
Estabrook Capital Management 0.02% Reduce -1.1% 560 $162K
Sentry Investment Management LLC 0.11% No change 558 $162K
Beaird Harris Wealth Management, LLC 0.01% No change 538 $156K
CGC Financial Services, LLC 0.04% No change 536 $155K
Smallwood Wealth Investment Management, LLC 0.08% No change 523 $152K
Meramec Financial Planners, LLC 0.06% — 503 $152K
SRH Advisors, LLC 0.04% No change 515 $149K
Indiana Trust & Investment Management Co 0.04% No change 507 $147K
Hager Investment Management Services, LLC 0.08% No change 500 $145K
Tanglewood Legacy Advisors, LLC 0.05% No change 500 $145K
Evelyn Partners Investment Management LLP 0.00% No change 500 $145K
TCV Trust & Wealth Management, Inc. 0.01% New 492 $143K
Addison Advisors LLC 0.03% Reduce -1.8% 479 $139K
S.A. Mason LLC 0.05% No change 474 $137K
Financial Freedom, LLC 0.07% No change 465 $135K
AlphaCentric Advisors LLC 0.13% — 442 $128K
CVA Family Office, LLC 0.01% Reduce -10.9% 440 $128K
TCTC Holdings, LLC 0.00% No change 437 $127K
Frazier Financial Advisors, LLC 0.07% New 432 $125K
Bravera Wealth 0.06% — 410 $119K
Deseret Mutual Benefit Administrators 0.05% Reduce -5.4% 400 $116K
Trifecta Capital Advisors, LLC 0.02% Reduce -5.2% 400 $116K
Golden State Wealth Management, LLC 0.01% Reduce -6.3% 400 $116K
Washington Trust Advisors, Inc. 0.01% Reduce -1.7% 396 $115K
True Wealth Design, LLC 0.03% Reduce -4.3% 396 $115K
Motco 0.01% No change 387 $112K
City Holding Co. 0.01% Reduce -28.9% 381 $111K
Financial Perspectives, Inc 0.03% No change 380 $110K
Crewe Advisors LLC 0.01% Add +1.9% 374 $108K
Financial Consulate, Inc. 0.01% Add +1.4% 372 $108K
Strive Financial Group ,LLC 0.06% — 369 $107K
Valued Wealth Advisors LLC 0.05% Add +6.5% 363 $105K
North Star Investment Management Corp. 0.01% Add +149.7% 362 $105K
First United Bank & Trust 0.03% No change 359 $104K
Torren Management, LLC 0.05% — 357 $103K
Bangor Savings Bank 0.01% Add +18.3% 356 $103K
First Financial Corp. 0.04% No change 351 $102K
CKW Financial Group 0.01% No change 344 $100K
WPG Advisers, LLC 0.07% Add +26.4% 340 $99K
IMA Advisory Services, Inc. 0.01% Add +5.8% 327 $95K
Brown, Lisle/Cummings, Inc. 0.02% No change 321 $93K
Timmons Wealth Management, LLC 0.09% — 320 $93K
Capital Advisors, Ltd. LLC 0.01% Add +3.3% 318 $92K
DV Equities, LLC 0.02% — 311 $90K
Albion Financial Group 0.01% Add +423.7% 309 $90K
Peoples Financial Services Corp. 0.04% No change 309 $90K
TOWER TRUST & INVESTMENT Co 0.06% No change 308 $89K
Westside Investment Management, Inc. 0.01% Add +8.5% 306 $88K
Murphy & Mullick Capital Management Corp 0.06% No change 295 $86K
Creative Financial Designs Inc. 0.01% Add +242.9% 288 $84K
Coastline Trust Co 0.01% No change 285 $83K
Silvant Capital Management LLC 0.00% No change 279 $81K
Hartford Financial Management Inc. 0.02% No change 278 $81K
Princeton Global Asset Management LLC 0.01% No change 278 $81K
IMG Wealth Management, Inc. 0.05% Add +5.8% 276 $80K
Blueline Advisors LLC 0.06% — 272 $79K
Elyxium Wealth, LLC 0.02% New 272 $79K
Miller Capital Partners, Inc. 0.04% — 267 $77K
Triumph Capital Management 0.02% New 260 $75K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 260 $75K
CBIZ Investment Advisory Services, LLC 0.00% Add +350.9% 257 $75K
Battery Global Advisors, LLC 0.03% Add +1.6% 254 $74K
Independence Bank of Kentucky 0.01% Add +2.8% 254 $74K
Monetary Management Group Inc. 0.02% No change 251 $73K
Salomon & Ludwin, LLC 0.01% Add +8.4% 244 $70K
MCF Advisors LLC 0.00% Add +14.5% 237 $69K
Bell Investment Advisors, Inc 0.01% Add +2.6% 236 $68K
Hilton Head Capital Partners, LLC 0.04% — 235 $68K
VSM Wealth Advisory, LLC 0.02% Reduce -30.1% 234 $68K
Garton & Associates Financial Advisors LLC 0.04% — 230 $67K
Cornerstone Financial Management LLC 0.06% — 229 $66K
Sit Investment Associates Inc. 0.00% No change 226 $66K
Leonteq Securities AG 0.00% Reduce -34.5% 226 $66K
Country Trust Bank 0.00% No change 225 $65K
Physician Wealth Advisors, Inc. 0.01% Reduce -8.3% 221 $64K
Reflection Asset Management 0.05% — 219 $64K
Heritage Wealth Advisors 0.00% Add +11.2% 219 $64K
Piscataqua Savings Bank 0.04% No change 218 $63K
First Command Advisory Services, Inc. 0.00% Add +15.1% 213 $62K
Wolff Wiese Magana LLC 0.03% No change 212 $61K
Nemes Rush Group LLC 0.01% Add +9.4% 209 $61K
Private Wealth Management Group, LLC 0.02% No change 205 $59K
Reyes Financial Architecture, Inc. 0.04% Add +2.5% 205 $59K
Keating Financial Advisory Services, Inc. 0.01% — 204 $59K
Bogart Wealth, LLC 0.00% Reduce -3.8% 204 $59K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +132.2% 202 $59K
Pandora Wealth, Inc. 0.04% No change 200 $58K
McIlrath & Eck, LLC 0.01% Add +143.9% 200 $58K
Knights of Columbus Asset Advisors LLC 0.00% No change 200 $58K
Vestor Capital, LLC 0.00% Add +556.0% 1,312 $58K
Ares Financial Consulting, LLC 0.05% — 195 $56K
Strategic Investment Solutions, Inc. 0.01% Add +0.5% 192 $56K
Sound Income Strategies, LLC 0.00% Add +48.9% 204 $55K
Wealth Watch Advisors, INC 0.02% Reduce -11.8% 186 $54K
Asset Planning,Inc 0.04% Add +0.6% 184 $53K
Cornerstone Planning Group LLC 0.01% Add +873.7% 185 $52K
Kennebec Savings Bank 0.04% No change 179 $52K
Toth Financial Advisory Corp. 0.01% Add +4.1% 178 $52K
SJS Investment Consulting Inc. 0.01% Add +15.9% 175 $51K
Trust Co 0.00% Add +19.4% 172 $50K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -13.8% 169 $49K
GW&K Investment Management, LLC 0.00% Add +12.2% 165 $48K
Fourth Dimension Wealth, LLC 0.02% No change 165 $48K
Park Place Capital Corp 0.01% Reduce -1.8% 162 $47K
High Point Wealth Management, LLC 0.04% — 162 $47K
Y.D. More Investments Ltd 0.00% Reduce -11.1% 161 $47K
Colonial Trust Advisors 0.00% No change 160 $46K
Walsh & Associates, LLC 0.04% — 150 $44K
American Capital Advisory, LLC 0.02% Add +1.4% 150 $44K
Glass Jacobson Investment Advisors llc 0.02% No change 150 $44K
Wellington Shields Capital Management, LLC 0.01% No change 150 $44K
Atwood & Palmer Inc. 0.00% No change 150 $44K
Duncker Streett & Co. Inc. 0.01% No change 149 $43K
Merited Wealth, LLC 0.04% — 149 $43K
Sarver Vrooman Wealth Advisors 0.03% Reduce -38.0% 145 $42K
Tucker Asset Management LLC 0.01% New 143 $41K
Clayton Financial Group LLC 0.02% Add +41.0% 141 $41K
Fortitude Family Office, LLC 0.01% Reduce -2.8% 141 $41K
American National Bank & Trust 0.00% Add +2.2% 141 $41K
Cedar Mountain Advisors, LLC 0.01% No change 140 $41K
BOK Financial Private Wealth, Inc. 0.00% No change 139 $40K
Laurel Wealth Advisors LLC 0.01% New 138 $40K
Millstone Evans Group, LLC 0.02% Reduce -2.9% 133 $39K
Harbor Asset Planning, Inc. 0.03% No change 130 $38K
Optima Capital LLC 0.02% New 130 $38K
CDKV Holdings LLC 0.03% — 129 $37K
eCIO, Inc. 0.02% New 127 $37K
Hughes Financial Services, LLC 0.01% No change 126 $37K
Vision Retirement, LLC 0.01% — 125 $36K
YANKCOM Partnership 0.01% Add +7.1% 121 $35K
Navalign, LLC 0.01% New 121 $35K
Nalls Sherbakoff Group, LLC 0.03% No change 120 $35K
Wilkerson Advisory Group LLC 0.01% — 120 $35K
SOA Wealth Advisors, LLC. 0.01% No change 119 $35K
Nova Wealth Management, Inc. 0.02% No change 119 $34K
New England Capital Financial Advisors LLC 0.01% No change 110 $32K
Entrust Financial LLC 0.02% — 108 $31K
Luken Investment Analytics, LLC 0.01% Add +1.9% 108 $31K
Quaker Wealth Management, LLC 0.01% No change 103 $30K
Delos Wealth Advisors, LLC 0.02% No change 100 $29K
Birchbrook, Inc. 0.01% No change 100 $29K
Greykasell Wealth Strategies, Inc. 0.01% No change 100 $29K
ESL Trust Services, LLC 0.01% Reduce -8.3% 100 $29K
Lavaca Capital LLC 0.00% No change 100 $29K
Kohmann Bosshard Financial Services, LLC 0.00% New 97 $28K
Osterweis Capital Management Inc. 0.00% No change 96 $28K
Abound Wealth Management 0.01% Add +2.2% 93 $27K
Red Tortoise LLC 0.01% No change 91 $26K
Mascoma Wealth Management LLC 0.01% Add +4.7% 90 $26K
Kemnay Advisory Services Inc. 0.00% New 88 $26K
Financial Management Professionals, Inc. 0.00% Add +2.4% 87 $25K
Solstein Capital, LLC 0.01% No change 81 $23K
Key Capital Management, INC 0.02% — 80 $23K
Swiss Re Ltd. 0.00% — 80 $23K
Basepoint Wealth LLC 0.01% New 79 $23K
Highline Wealth Partners LLC 0.01% Add +33.9% 79 $23K
DHJJ Financial Advisors, Ltd. 0.01% No change 75 $22K
Towne Trust Company, N.A 0.01% New 73 $21K
Sachetta, LLC 0.01% No change 71 $21K
Activest Wealth Management 0.00% Add +6.1% 70 $20K
IFS Advisors, LLC 0.01% No change 69 $20K
Armstrong Advisory Group, Inc. 0.00% Reduce -19.3% 67 $19K
Barnes Dennig Private Wealth Management LLC 0.02% Reduce -30.2% 67 $19K
GPS Wealth Strategies Group, LLC 0.02% Reduce -88.8% 67 $19K
Quattro Advisors LLC 0.02% — 66 $19K
Wealth Preservation Advisors, LLC 0.01% New 65 $19K
WealthCollab, LLC 0.01% No change 65 $19K
Scarborough Advisors, LLC 0.00% Reduce -1.5% 65 $19K
Comprehensive Financial Planning, Inc. 0.01% No change 64 $19K
Wealth Enhancement Trust Services, Inc. 0.00% — 64 $19K
Truvestments Capital LLC 0.00% No change 62 $18K
Raffa Wealth Management, LLC 0.00% No change 61 $18K
Westfuller Advisors, LLC 0.01% Add +36.4% 60 $17K
Sfam, LLC 0.02% — 60 $17K
Kilter Group LLC 0.01% Add +200.0% 60 $17K
Meeder Asset Management Inc. 0.00% No change 59 $17K
Prudent Man Investment Management, Inc. 0.01% New 58 $17K
Quarry LP 0.00% Add +52.6% 58 $17K
Strengthening Families & Communities, LLC 0.01% Add +1.9% 55 $16K
West Branch Capital LLC 0.00% Reduce -69.8% 54 $16K
Signature Equity Partners, LLC 0.01% — 53 $15K
Ameriflex Group, Inc. 0.01% Add +341.7% 53 $15K
Morse Asset Management, Inc 0.00% No change 53 $15K
Costello Asset Management, INC 0.01% No change 53 $15K
Innovative Advisory Group, LLC 0.01% No change 52 $15K
Miller Global Investments, LLC 0.01% — 50 $15K
Rosenberg Matthew Hamilton 0.00% No change 50 $15K
Howard Hughes Medical Institute 0.01% No change 49 $14K
RMG Wealth Management LLC 0.00% No change 52 $14K
Rialto Wealth Management, LLC 0.00% No change 46 $13K
Cranbrook Wealth Management, LLC 0.00% No change 46 $13K
Clearstead Trust, LLC 0.00% Reduce -22.0% 46 $13K
N.E.W. Advisory Services LLC 0.00% No change 46 $13K
Missouri Trust & Investment Co 0.00% Reduce -55.0% 45 $13K
Center for Financial Planning, Inc. 0.00% No change 45 $13K
Proathlete Wealth Management LLC 0.00% No change 43 $12K
Elevated Capital Advisors, LLC 0.00% New 42 $12K
KERR FINANCIAL PLANNING Corp 0.02% No change 40 $12K
Avion Wealth 0.00% Reduce -15.7% 43 $12K
McGuire Capital Advisors Inc. 0.01% — 41 $12K
Archer Investment Corp 0.00% Reduce -95.8% 41 $12K
Chung Wu Investment Group, LLC 0.01% No change 40 $12K
DiNuzzo Private Wealth, Inc. 0.00% No change 39 $11K
Dogwood Wealth Management LLC 0.00% Add +22.6% 38 $11K
Davis Capital Management 0.01% No change 36 $10K
United Financial Planning Group LLC 0.01% New 36 $10K
HHM Wealth Advisors, LLC 0.00% New 35 $10K
Your Advocates Ltd., LLP 0.00% No change 35 $10K
Capital Analysts, LLC 0.00% No change 36 $10K
Legacy Bridge, LLC 0.00% New 32 $9K
Bay Harbor Wealth Management, LLC 0.00% Add +68.4% 32 $9K
TD Capital Management LLC 0.00% No change 31 $9K
Rossby Financial, LCC 0.00% Add +150.0% 30 $9K
Joseph Group Capital Management 0.00% New 29 $8K
Evelyn Partners Asset Management Ltd 0.00% Reduce -61.3% 29 $8K
Proffitt & Goodson Inc. 0.00% Reduce -6.5% 29 $8K
Accordant Advisory Group Inc 0.01% No change 28 $8K
Kentucky Trust Co 0.00% No change 28 $8K
Lodestone Wealth Management LLC 0.00% New 28 $8K
Boreal Capital Management LLC 0.01% No change 25 $7K
Sunrise Financial Services, LLC 0.01% — 24 $7K
REAP Financial Group, LLC 0.00% New 24 $7K
Imprint Wealth LLC 0.03% New 23 $7K
Advocate Investing Services LLC 0.01% — 22 $6K
Hazlett, Burt & Watson, Inc. 0.00% Add +100.0% 18 $6K
Bare Financial Services, Inc 0.00% Reduce -9.1% 20 $6K
Anfield Capital Management, LLC 0.00% No change 19 $6K
Global Wealth Strategies & Associates 0.00% No change 18 $5K
Gleason Group, Inc. 0.00% New 16 $5K
Principia Wealth Advisory, LLC 0.00% Add +23.1% 16 $5K
Redmont Wealth Advisors LLC 0.01% No change 15 $4K
Greenline Wealth Management LLC 0.00% — 15 $4K
MidAtlantic Capital Management, Inc. 0.00% New 15 $4K
Clark Wealth Partners 0.00% No change 14 $4K
TFC Financial Management, Inc. 0.00% No change 14 $4K
1015 Capital Partners, LLC 0.00% — 13 $4K
Evolution Wealth Management Inc. 0.00% New 13 $4K
Signature Resources Capital Management, LLC 0.00% Add +20.0% 12 $3K
HFM Investment Advisors, LLC 0.00% No change 12 $3K
PayPay Securities Corp 0.09% Add +37.5% 11 $3K
Elevation Wealth Partners, LLC 0.00% No change 11 $3K
Walleye Trading LLC 0.00% Reduce -98.4% 11 $3K
Birchwood Financial Partners, Inc. 0.00% — 10 $3K
PFS Partners, LLC 0.00% No change 10 $3K
S&T Bank 0.00% New 10 $3K
Breakwater Investment Management 0.00% No change 9 $3K
NFSG Corp 0.00% No change 9 $3K
Aspect Partners, LLC 0.00% Add +50.0% 9 $3K
Winnacle Wealth LLC 0.00% No change 8 $2K
Thompson Investment Management, Inc. 0.00% No change 8 $2K
Aventura Private Wealth, LLC 0.00% Add +16.7% 7 $2K
Cape Investment Advisory, Inc. 0.00% Add +250.0% 7 $2K
WestEnd Advisors, LLC 0.00% Add +40.0% 7 $2K
Tanaka Capital Management Inc. 0.00% No change 6 $2K
Sittner & Nelson, LLC 0.00% No change 6 $2K
Seneschal Advisors, LLC 0.00% No change 6 $2K
Chilton Capital Management LLC 0.00% New 6 $2K
Financial Network Wealth Advisors LLC 0.00% No change 6 $2K
Ritter Daniher Financial Advisory LLC / DE 0.00% New 4 $1K
Luminist Capital LLC 0.00% New 4 $1K
Camelot Portfolios, LLC 0.00% New 4 $1K
Eq Wealth Advisors, LLC 0.00% New 4 $1K
Nvwm, LLC 0.00% New 4 $1K
Rakuten Securities, Inc. 0.00% Reduce -57.1% 3 $870
PEAK6 LLC 0.00% Reduce -99.6% 3 $836
DecisionPoint Financial, LLC 0.00% No change 2 $581
ROSS\JOHNSON & Associates LLC 0.01% New 2 $580
Atlantic Private Wealth, LLC 0.00% New 2 $580
Stone House Investment Management, LLC 0.00% No change 2 $580
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 2 $571
NorthAvenue LLC 0.00% — 1 $291
Walleye Capital LLC 0.00% Reduce -99.5% 1 $290
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.