The Travelers CosTRV

13F holders, Q1 2026 (March 31)
1,800holders +24
140new positions
111sold out
9famous investors
$291.70avg. 13F price*

At the end of Q1 2026, 1,800 institutions reported holding The Travelers Cos Inc. (TRV) in their 13F filings, up 24 from Q4 2025. 140 opened new positions and 111 sold out. The largest holders were BlackRock, Inc. ($6.3B), State Street Corp. ($4.7B) and Vanguard Capital Management LLC ($4.1B). 9 famous investors held it, including Chris Bloomstran (0.7% of Semper Augustus Investments's portfolio), Cliff Asness (0.3% of AQR Capital Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions140$276.8M
Exits111$358.8M

All 13F filers, Q4 2025 → Q1 2026: 7,508,945 shares bought and 11,384,316 shares sold, net −3,875,371 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,800 holders

BlackRock, Inc. 0.11% Reduce -3.0% 21,633,053 $6.3B
State Street Corp. 0.16% Add +0.8% 16,133,981 $4.7B
Vanguard Capital Management LLC 0.10% — 14,050,703 $4.1B
FMR LLC 0.18% Reduce -6.5% 11,999,445 $3.5B
Geode Capital Management, LLC 0.10% Add +0.9% 5,641,527 $1.7B
Vanguard Portfolio Management LLC 0.08% — 5,390,073 $1.6B
Massachusetts Financial Services Co. 0.48% Reduce -5.5% 4,903,665 $1.4B
JPMorgan Chase & Co. 0.07% Reduce -48.0% 3,726,502 $1.1B
Morgan Stanley 0.06% Reduce -5.8% 3,572,486 $1.0B
Dimensional Fund Advisors LP 0.21% Add +3.7% 3,484,676 $1.0B
Bank of America Corp. 0.07% Reduce -4.3% 3,420,104 $997.6M
Northern Trust Corp. 0.12% Reduce -2.6% 3,027,393 $883.0M
Clearbridge Investments, LLC 0.71% Reduce -2.5% 2,798,428 $816.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.17% Add +13.1% 2,724,193 $794.6M
AQR Capital Management 0.33% Add +43.7% 2,458,492 $717.1M
UBS Group AG 0.11% Add +19.8% 2,125,741 $620.0M
Invesco Ltd. 0.06% Add +9.2% 1,974,061 $575.8M
T. Rowe Price Associates Inc. 0.06% Reduce -0.4% 1,863,361 $543.5M
Legal & General Group Plc 0.12% Add +2.9% 1,760,665 $513.6M
First Trust Advisors LP 0.36% Add +7.3% 1,705,401 $497.4M
Bank of New York Mellon Corp 0.08% Reduce -5.2% 1,490,093 $434.6M
Goldman Sachs Group Inc. 0.06% Reduce -8.4% 1,477,915 $431.1M
Charles Schwab Investment Management Inc. 0.06% Reduce -0.2% 1,424,700 $415.6M
Amundi 0.11% Add +36.6% 1,392,468 $406.2M
Vanguard Fiduciary Trust Co. 0.09% — 1,217,184 $355.0M
Federated Hermes, Inc. 0.55% Add +17.7% 1,148,885 $335.1M
Bahl & Gaynor LLC 1.69% Reduce -2.3% 1,146,922 $334.5M
Nuveen, LLC 0.09% Add +2.8% 1,124,845 $328.1M
Boston Partners 0.30% Reduce -4.0% 992,956 $289.6M
Robeco Institutional Asset Management B.V. 0.40% Add +6.5% 960,405 $280.1M
AustralianSuper Pty Ltd 1.42% Add +3.0% 936,118 $273.0M
Royal Bank of Canada 0.05% Reduce -9.3% 891,511 $260.0M
Deutsche Bank AG 0.08% Reduce -8.2% 827,608 $241.4M
Arrowstreet Capital, Limited Partnership 0.13% Add +6.8% 821,884 $239.7M
Sumitomo Mitsui Trust Group, Inc. 0.15% Reduce -4.0% 798,746 $233.0M
National Pension Service 0.18% Add +3.3% 796,642 $232.4M
Wells Fargo & Company 0.05% Reduce -6.2% 777,950 $226.9M
Allianz Asset Management GmbH 0.26% Add +37.3% 774,199 $225.8M
HSBC Holdings PLC 0.13% Reduce -14.2% 742,000 $216.3M
Barclays PLC 0.08% Reduce -17.1% 728,650 $212.5M
Swiss National Bank 0.11% Add +6.0% 654,680 $191.0M
California Public Employees Retirement System 0.11% Reduce -39.6% 637,596 $186.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.12% Add +3.9% 606,002 $176.8M
Envestnet Asset Management Inc. 0.05% Add +5.2% 597,978 $174.4M
American Century Companies Inc. 0.09% Add +1.3% 593,138 $173.0M
US Bancorp \de 0.18% Reduce -0.8% 518,777 $151.3M
Raymond James Financial Inc. 0.05% Add +1.0% 512,560 $149.5M
Vanguard Global Advisers, LLC 0.08% — 487,348 $142.1M
Cullen Capital Management, LLC 1.44% Reduce -2.9% 482,691 $140.8M
Polar Capital Holdings Plc 0.61% Reduce -2.5% 477,500 $139.3M
Jacobs Levy Equity Management, Inc. 0.56% Reduce -20.9% 452,603 $132.0M
Qube Research & Technologies Ltd 0.19% Reduce -25.3% 449,999 $131.3M
Alliancebernstein L.P. 0.04% Add +11.8% 448,078 $130.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.15% Add +0.6% 445,493 $129.9M
BNP Paribas Financial Markets 0.09% Add +7.3% 444,008 $129.5M
Rhumbline Advisers 0.11% Reduce -0.4% 430,605 $125.6M
Franklin Resources Inc. 0.03% Add +231.3% 425,001 $124.0M
Voya Investment Management LLC 0.14% Add +1055.6% 406,803 $118.5M
PNC Financial Services Group, Inc. 0.07% Add +1.4% 403,703 $117.8M
LPL Financial LLC 0.03% Add +0.4% 389,297 $113.6M
Russell Investments Group, Ltd. 0.12% Reduce -19.7% 388,326 $113.3M
Citigroup Inc. 0.07% Add +47.2% 384,129 $112.0M
Neuberger Berman Group LLC 0.08% Add +0.6% 381,495 $111.3M
VANGUARD ASSET MANAGEMENT, Ltd 0.09% — 378,541 $110.4M
Equity Investment Corp. 2.11% Reduce -0.3% 368,544 $107.5M
Two Sigma Investments, LP 0.09% Reduce -5.8% 346,356 $101.0M
California State Teachers Retirement System 0.11% Reduce -3.4% 343,341 $100.1M
Adage Capital Partners Gp, L.L.C. 0.15% Add +2.2% 335,304 $97.8M
DekaBank Deutsche Girozentrale 0.15% No change 314,052 $92.8M
Bank of Montreal 0.04% Reduce -17.0% 304,966 $89.0M
Canada Pension Plan Investment Board 0.06% Add +2.8% 299,810 $87.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.67% Add +2.3% 282,031 $82.3M
Principal Financial Group Inc. 0.04% Reduce -1.5% 269,143 $78.5M
SEB Asset Management AB 0.33% — 266,500 $77.7M
PFA Pension, Forsikringsaktieselskab 0.23% Add +0.8% 259,718 $75.8M
Verition Fund Management LLC 0.78% Add +4.5% 259,707 $75.8M
New York State Common Retirement Fund 0.11% Reduce -1.9% 259,067 $75.6M
Mackenzie Financial Corp. 0.09% Add +13.3% 258,050 $75.3M
Citadel Advisors 0.05% Reduce -54.9% 257,231 $75.0M
Storebrand Asset Management As 0.21% Add +3.1% 252,336 $73.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.13% Reduce -16.2% 253,256 $73.3M
Korea Investment CORP 0.15% Add +8.3% 250,773 $73.1M
Great Lakes Advisors, LLC 0.60% Add +16.9% 249,194 $72.7M
Acadian Asset Management LLC 0.10% Add +1.6% 248,477 $72.5M
Nordea Investment Management AB 0.07% Reduce -1.9% 247,530 $71.5M
TD Asset Management Inc 0.05% Reduce -1.4% 231,274 $67.5M
Woodline Partners LP 0.25% Reduce -59.1% 229,708 $67.0M
Connor, Clark & Lunn Investment Management Ltd. 0.15% Add +369.9% 222,322 $64.8M
Los Angeles Capital Management LLC 0.25% Add +26.0% 220,214 $64.2M
Paralel Advisors LLC 2.67% No change 220,000 $64.2M
Susquehanna International Group, LLP 0.08% Add +38.4% 218,048 $63.6M
SG Americas Securities, LLC 0.07% Add +26.0% 216,982 $63.3M
Systematic Alpha Investments, LLC 2.21% No change 215,208 $62.8M
CANADA LIFE ASSURANCE Co 0.11% Add +0.2% 213,614 $62.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.13% Add +4.2% 200,780 $58.6M
Caisse de depot et placement du Quebec 0.09% Add +76.8% 200,118 $58.4M
Cornerstone Investment Partners, LLC 2.42% Reduce -4.9% 197,866 $57.7M
Lansforsakringar Fondforvaltning AB (publ) 0.30% Add +0.8% 196,518 $57.3M
Janus Henderson Group PLC 0.03% Reduce -2.3% 195,195 $56.9M
Asset Management One Co., Ltd. 0.17% Reduce -1.3% 195,058 $56.9M
Vest Financial, LLC 0.68% Add +10.1% 194,796 $56.8M
Aberdeen Group plc 0.09% Reduce -0.3% 194,469 $56.7M
Aviva PLC 0.09% Add +1.0% 192,841 $56.2M
New York State Teachers Retirement System 0.11% Add +4.2% 192,588 $56.2M
Zurich Insurance Group Ltd 0.44% New 190,849 $55.7M
State Board of Administration of Florida Retirement System 0.10% Reduce -3.5% 190,817 $55.7M
Janney Montgomery Scott LLC 0.14% Reduce -6.3% 189,717 $55.3M
Danske Bank A/S 0.13% Reduce -22.2% 181,344 $52.9M
Panagora Asset Management Inc. 0.19% Add +51.1% 177,856 $51.9M
Sei Investments Co. 0.05% Add +8.2% 173,964 $50.7M
CIBC Bancorp USA Inc. 0.07% — 173,323 $50.6M
Wealth Enhancement Advisory Services, LLC 0.11% Reduce -21.9% 171,859 $49.7M
Freestone Grove Partners LP 0.36% Reduce -28.9% 170,107 $49.6M
Natixis Advisors, LLC 0.07% Add +21.3% 169,922 $49.6M
Assenagon Asset Management S.A. 0.08% Add +200.2% 169,574 $49.5M
Ameriprise Financial Inc. 0.01% Reduce -19.6% 167,686 $48.9M
O'shaughnessy Asset Management, LLC 0.24% Add +4.9% 165,031 $48.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.35% Add +135.5% 162,040 $47.3M
KLP Kapitalforvaltning As 0.18% Add +19.6% 161,499 $47.1M
ProShare Advisors LLC 0.07% Reduce -3.5% 158,790 $46.3M
Truist Financial Corp. 0.06% Add +0.7% 150,525 $43.9M
Royal London Asset Management Ltd. 0.09% No change 149,405 $43.6M
Teacher Retirement System of Texas 0.18% Add +48.8% 148,385 $43.3M
Swedbank AB 0.05% Add +0.4% 146,990 $42.9M
KBC Group NV 0.11% Reduce -1.7% 146,195 $42.6M
HighTower Advisors, LLC 0.04% Reduce -18.0% 143,914 $42.0M
Quantinno Capital Management LP 0.07% Add +11.1% 143,811 $41.9M
Stifel Financial Corp. 0.04% Reduce -6.7% 143,185 $41.8M
Mairs & Power Inc. 0.42% Add +25.1% 142,414 $41.5M
Creative Planning 0.03% Add +19.6% 141,423 $41.3M
National Bank of Canada 0.04% Reduce -20.7% 140,577 $41.0M
Pictet Asset Management Holding SA 0.04% Reduce -13.4% 136,938 $39.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.22% Add +69.1% 135,401 $39.5M
State of Wisconsin Investment Board 0.09% Add +10.8% 135,103 $39.4M
Mitsubishi UFJ Trust & Banking Corp 0.10% Add +2.9% 134,338 $39.2M
Cwm, LLC 0.10% Add +1.7% 134,046 $39.1M
Nomura Asset Management Co. Ltd. 0.10% Add +0.1% 131,087 $38.2M
APG Asset Management N.V. 0.12% Reduce -4.4% 150,881 $38.2M
Mercer Global Advisors Inc. 0.06% Add +12.4% 128,979 $37.6M
Squarepoint Ops LLC 0.08% Add +560.4% 125,608 $36.6M
Victory Capital Management Inc. 0.02% Add +46.3% 125,503 $36.6M
Daiwa Securities Group Inc. 0.11% Add +1.7% 125,465 $36.6M
Cerity Partners LLC 0.05% Add +8.7% 124,627 $36.4M
Conning Inc. 1.21% Add +0.4% 119,763 $34.9M
Mariner, LLC 0.04% Add +53.7% 119,202 $34.8M
AMF Tjanstepension AB 0.23% Reduce -8.3% 118,841 $34.7M
Alyeska Investment Group, L.P. 0.10% New 117,401 $34.2M
BI Asset Management Fondsmaeglerselskab A/S 0.36% Reduce -7.2% 120,385 $34.1M
Braun Stacey Associates Inc. 1.13% Reduce -0.7% 116,402 $34.0M
Jane Street Group, LLC 0.04% Add +418.6% 114,872 $33.5M
Manufacturers Life Insurance Company, The 0.03% Reduce -10.4% 114,654 $33.4M
MUFG Securities EMEA plc 0.49% Add +1132.6% 112,725 $32.9M
Millennium Management 0.03% Reduce -19.0% 112,033 $32.7M
Intech Investment Management LLC 0.32% Reduce -6.7% 111,259 $32.5M
Vanguard Investments Australia, Ltd. 0.09% — 110,972 $32.4M
Prudential Financial Inc. 0.04% Reduce -3.8% 110,788 $32.3M
Epoch Investment Partners, Inc. 0.19% Reduce -2.9% 108,482 $31.6M
Healthcare of Ontario Pension Plan Trust Fund 0.05% Reduce -20.6% 107,229 $31.3M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -5.8% 107,226 $31.3M
Fifth Third Bancorp 0.06% Add +439.9% 103,341 $30.1M
Trillium Asset Management, LLC 0.99% Reduce -3.0% 102,507 $29.8M
Public Employees Retirement System of Ohio 0.10% Reduce -1.0% 102,229 $29.8M
Candriam S.C.A. 0.15% Reduce -22.4% 100,899 $29.4M
Nomura Asset Management International Inc. 0.05% Reduce -72.0% 100,679 $29.4M
GW Henssler & Associates Ltd. 1.38% Reduce -2.4% 100,625 $29.4M
Rit Capital Partners PLC 7.81% Reduce -26.3% 100,200 $29.2M
M&T Bank Corp 0.09% Reduce -2.5% 96,640 $28.2M
Martingale Asset Management L P 0.70% Reduce -1.9% 95,596 $27.9M
Steigerwald, Gordon & Koch Inc. 2.83% Add +0.2% 94,555 $27.6M
Commonwealth Equity Services, LLC 0.04% Add +6.9% 94,333 $27.5M
Aware Super Pty Ltd as trustee of Aware Super 0.41% — 93,295 $27.2M
Gotham Asset Management 0.08% Add +188.8% 93,036 $27.1M
Treasurer of the State of North Carolina 0.09% Reduce -0.4% 92,915 $27.1M
Dodge & Cox 0.01% Reduce -2.1% 92,776 $27.1M
CIBC Asset Management Inc 0.07% Add +1.8% 92,391 $26.9M
State of Tennessee, Department of Treasury 0.09% Add +2.9% 90,696 $26.5M
Ieq Capital, LLC 0.12% Add +47.0% 90,436 $26.4M
Vontobel Holding Ltd. 0.09% Reduce -10.2% 89,212 $26.0M
Mn Services Vermogensbeheer B.V. 0.17% Add +0.7% 88,484 $25.8M
Credit Agricole S A 0.08% Reduce -43.3% 88,244 $25.7M
Cullen/Frost Bankers, Inc. 0.29% Add +0.4% 88,241 $25.7M
Toronto Dominion Bank 0.05% Reduce -11.1% 87,610 $25.6M
Resona Asset Management Co.,Ltd. 0.13% Add +1.0% 87,180 $25.4M
Illinois Municipal Retirement Fund 0.32% Reduce -7.6% 87,119 $25.4M
Handelsbanken Fonder AB 0.08% Add +8.7% 86,557 $25.2M
Arbejdsmarkedets Tillaegspension 0.63% Add +3.8% 86,470 $25.2M
Eurizon Capital SGR S.p.A. 0.08% Add +2.1% 86,110 $25.1M
Midwest Trust Co 0.31% Reduce -1.7% 86,045 $25.1M
Kayne Anderson Rudnick Investment Management LLC 0.07% Reduce -17.0% 85,053 $24.8M
Interval Partners, LP 0.83% Add +8.4% 83,192 $24.3M
Cetera Investment Advisers 0.03% Reduce -1.4% 82,518 $24.1M
Northwest & Ethical Investments L.P. 0.55% Add +22.8% 82,173 $24.0M
Natixis 0.10% Add +531.1% 80,704 $23.5M
Mirae Asset Global Investments Co., Ltd. 0.07% Add +7.9% 80,317 $23.4M
Applied Finance Capital Management, LLC 1.73% Reduce -2.4% 79,098 $23.1M
Bank of Nova Scotia 0.04% Reduce -19.8% 77,706 $22.7M
Nisa Investment Advisors, LLC 0.08% Reduce -12.6% 77,399 $22.6M
Swiss Life Asset Management Ltd 0.11% Add +16.7% 77,069 $22.5M
Pittenger & Anderson Inc. 0.89% Reduce -0.1% 76,345 $22.3M
State of New Jersey Common Pension Fund D 0.09% Reduce -0.0% 75,939 $22.1M
Calamos Advisors LLC 0.10% Add +7.0% 68,441 $20.0M
Ensign Peak Advisors, Inc 0.04% Add +11.3% 68,397 $20.0M
Tredje AP-fonden 0.11% New 68,162 $19.9M
St. James Investment Company, LLC 3.10% Reduce -23.9% 67,857 $19.8M
Keybank National Association 0.07% Reduce -2.3% 65,066 $19.0M
U.S. Capital Wealth Advisors, LLC 0.48% Add +2.6% 64,861 $18.9M
QRG Capital Management, Inc. 0.19% Add +13.9% 64,497 $18.8M
HRT Financial LP 0.05% Add +267.7% 64,092 $18.7M
FIL Ltd 0.01% Reduce -24.8% 62,896 $18.3M
First Horizon Corp. 0.77% Reduce -1.8% 62,730 $18.3M
Osaic Holdings, Inc. 0.03% Add +10.8% 62,509 $18.2M
Greatmark Investment Partners, Inc. 2.14% Reduce -0.7% 62,516 $18.2M
Gabelli Funds LLC 0.12% No change 62,500 $18.2M
Oppenheimer Asset Management Inc. 0.21% New 61,960 $18.1M
Public Sector Pension Investment Board 0.06% Reduce -31.5% 61,518 $17.9M
Arizona State Retirement System 0.10% Reduce -3.8% 61,116 $17.8M
Prudential PLC 0.13% Add +10.8% 59,724 $17.4M
Stonebridge Capital Advisors LLC 1.21% Add +0.1% 59,347 $17.3M
Czech National Bank 0.11% Add +0.1% 58,891 $17.2M
State of Michigan Retirement System 0.09% Reduce -3.1% 58,753 $17.1M
Kestra Advisory Services, LLC 0.06% Add +14.6% 58,429 $17.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.12% Reduce -22.7% 57,515 $16.8M
Pinnacle Financial Partners, Inc. 0.13% Reduce -2.8% 56,289 $16.4M
DJE Kapital AG 0.35% New 54,786 $16.0M
Varma Mutual Pension Insurance Co 0.09% No change 53,447 $15.6M
GHP Investment Advisors, Inc. 0.64% Add +1.0% 53,006 $15.5M
Captrust Financial Advisors 0.03% Add +23.7% 52,832 $15.4M
Rafferty Asset Management, LLC 0.06% Reduce -22.7% 52,572 $15.3M
PensionDanmark Pensionsforsikringsaktieselskab 0.15% Reduce -2.5% 52,545 $15.3M
Whittier Trust Co. 0.17% Reduce -0.7% 51,840 $15.3M
Allworth Financial LP 0.06% New 52,086 $15.2M
Cantor Fitzgerald Investment Advisors L.P. 1.11% Reduce -4.3% 51,752 $15.1M
Huntington National Bank 0.11% Add +10.5% 51,522 $15.0M
Ethic Inc. 0.23% Add +2.5% 51,026 $14.9M
DNB Asset Management AS 0.05% Add +7.0% 50,888 $14.8M
Arvest Bank Trust Division 0.81% Reduce -1.9% 50,866 $14.8M
NorthCoast Asset Management LLC 0.34% Reduce -61.7% 50,803 $14.8M
Brookstone Capital Management 0.17% Add +1760.4% 50,732 $14.8M
MetLife Investment Management, LLC 0.08% New 50,540 $14.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Reduce -2.9% 50,371 $14.7M
National Mutual Insurance Federation of Agricultural Cooperatives 0.11% No change 50,000 $14.6M
State of Alaska, Department of Revenue 0.16% Reduce -1.4% 49,505 $14.4M
Telos Capital Management, Inc. 1.37% Reduce -5.0% 49,042 $14.3M
Pathstone Holdings, LLC 0.06% Add +4.5% 49,009 $14.3M
Andra AP-fonden 0.17% Add +403.2% 48,104 $14.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +4.0% 47,461 $13.8M
Talbot Financial, LLC 1.16% Add +1.1% 47,283 $13.8M
Y-Intercept (Hong Kong) Ltd 0.26% Add +2601.8% 46,715 $13.6M
STRS Ohio 0.05% Reduce -23.0% 46,313 $13.5M
Retirement Systems of Alabama 0.04% Reduce -3.2% 45,920 $13.4M
Citizens Financial Group Inc. 0.18% Add +4.3% 45,183 $13.2M
Sienna Gestion 0.85% No change 44,179 $13.0M
IFM Investors Pty Ltd 0.11% Add +2.1% 44,515 $13.0M
Glenmede Trust Co. NA 0.06% Reduce -1.7% 44,243 $12.9M
Banco Santander, S.A. 0.10% Reduce -6.0% 43,900 $12.8M
Vanguard Personalized Indexing Management, LLC 0.12% Add +2.6% 42,890 $12.5M
Amalgamated Bank 0.10% Add +3.5% 42,836 $12.5M
ASR Vermogensbeheer N.V. 0.15% Add +1.9% 42,615 $12.4M
Stansberry Asset Management, LLC 1.29% Add +1.2% 42,306 $12.3M
Perigon Wealth Management, LLC 0.22% Add +6.7% 42,093 $12.3M
Regions Financial Corp. 0.08% Reduce -1.6% 40,760 $11.9M
Auxier Asset Management LLC 1.70% Reduce -0.7% 40,655 $11.9M
Shelton Capital Management 0.26% Reduce -27.3% 40,137 $11.7M
Bartlett & Co. Wealth Management LLC 0.15% Reduce -1.4% 38,740 $11.7M
Ritholtz Wealth Management 0.20% Add +0.5% 39,871 $11.6M
PARK CIRCLE Co 10.97% Reduce -11.0% 39,876 $11.5M
USS Investment Management Ltd 0.05% Add +5.5% 39,325 $11.5M
Xponance LLC 0.08% Add +12.4% 39,248 $11.4M
XTX Topco Ltd 0.20% Add +19.6% 38,879 $11.3M
OP Asset Management Ltd 0.11% Add +6.5% 38,605 $11.3M
Baird Financial Group, Inc. 0.02% Reduce -24.1% 38,295 $11.2M
Goelzer Investment Management, Inc. 0.54% Reduce -0.2% 38,051 $11.1M
Bradley Foster & Sargent Inc. 0.17% Reduce -0.8% 37,867 $11.0M
Guggenheim Capital LLC 0.09% Add +10.1% 37,628 $11.0M
Hennessy Advisors Inc. 0.39% Add +31.8% 36,900 $10.8M
Horizon Investments, LLC 0.12% Add +29.6% 36,877 $10.8M
Brown Advisory Inc. 0.02% Add +5.2% 36,480 $10.6M
Empowered Funds, LLC 0.07% New 36,142 $10.5M
GMO 0.03% Add +18.1% 36,053 $10.5M
Aviance Capital Partners, LLC 1.21% Reduce -3.4% 35,433 $10.3M
Jupiter Asset Management Ltd. 0.06% New 35,426 $10.3M
First Manhattan Co. Llc. 0.03% Reduce -8.8% 35,394 $10.3M
Trexquant Investment LP 0.07% Reduce -20.9% 35,318 $10.3M
Utah Retirement Systems 0.11% Reduce -4.9% 35,285 $10.3M
Carret Asset Management, LLC 1.01% Reduce -0.1% 35,254 $10.3M
Benedict Financial Advisors Inc. 2.14% Reduce -0.9% 35,192 $10.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +0.2% 34,678 $10.1M
Police & Firemen's Retirement System of New Jersey 0.08% Reduce -2.3% 33,440 $9.8M
Macquarie Group Ltd. 0.06% Reduce -24.6% 33,263 $9.7M
Mediolanum International Funds Ltd 0.10% Add +1.4% 33,138 $9.7M
MAI Capital Management 0.05% Add +5.9% 33,135 $9.7M
Rockefeller Capital Management L.P. 0.02% Add +4.8% 32,838 $9.6M
Jones Financial Companies LLLP 0.00% Add +249.3% 33,542 $9.6M
New York Life Investment Management LLC 0.08% Reduce -0.5% 32,195 $9.4M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.14% Reduce -18.2% 32,075 $9.4M
MML Investors Services, LLC 0.03% Reduce -11.7% 32,051 $9.3M
Murphy Pohlad Asset Management LLC 3.34% Reduce -2.0% 31,940 $9.3M
Longbow Finance SA 1.66% Add +11.7% 31,499 $9.2M
Raiffeisen Bank International AG 0.13% Reduce -1.6% 31,399 $9.2M
NEOS Investment Management LLC 0.05% Add +3.0% 31,183 $9.1M
Palmer Knight Co 4.43% Add +14.7% 31,115 $9.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -23.0% 30,745 $9.0M
First National Bank of Omaha 0.27% Reduce -7.2% 30,277 $8.8M
Elo Mutual Pension Insurance Co 0.14% Reduce -13.8% 29,921 $8.7M
Koshinski Asset Management, Inc. 0.54% Add +1.4% 29,882 $8.7M
Chemung Canal Trust Co. 1.76% Reduce -0.3% 29,853 $8.7M
Sequoia Financial Advisors, LLC 0.05% Reduce -1.5% 29,615 $8.6M
Te Ahumairangi Investment Management Ltd 1.44% Add +2.5% 29,437 $8.6M
Palisade Asset Management, LLC 0.86% Reduce -0.2% 29,237 $8.5M
Tiaa-Cref Individual & Institutional Services, LLC 0.03% — 29,031 $8.5M
Commerce Bank 0.04% Add +23.7% 28,790 $8.4M
Nissay Asset Management Corp. /Japan 0.04% Add +0.5% 28,639 $8.4M
CX Institutional 0.25% Add +7.3% 28,611 $8.3M
Yousif Capital Management, LLC 0.10% Reduce -5.0% 28,217 $8.2M
Kwmg, LLC 0.68% Add +2.4% 28,110 $8.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -1.1% 28,088 $8.2M
Bridgewater Associates 0.04% Add +10.4% 27,235 $7.9M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -0.4% 26,445 $7.7M
Public Employees Retirement Association of Colorado 0.03% Reduce -10.6% 26,197 $7.6M
New Vernon Investment Management LLC 8.11% Reduce -28.6% 26,189 $7.6M
Groupe la Francaise 0.11% Reduce -6.3% 26,152 $7.6M
AE Wealth Management LLC 0.04% Add +546.2% 26,061 $7.6M
Manning & Napier Advisors LLC 0.11% Reduce -4.6% 25,671 $7.5M
Sterling Capital Management LLC 0.14% Add +14.4% 25,678 $7.5M
Kingsview Wealth Management, LLC 0.10% Add +80.8% 25,381 $7.4M
WINTON GROUP Ltd 0.26% New 25,330 $7.4M
Cullinan Associates Inc. 0.59% Reduce -3.0% 25,096 $7.3M
Allstate Corp. 0.08% Add +41.4% 24,974 $7.3M
Daiichi Life Insurance Co., Ltd. 0.21% Reduce -6.6% 24,956 $7.3M
Commerzbank Aktiengesellschaft 0.15% Add +25.8% 24,870 $7.3M
Oregon Public Employees Retirement Fund 0.10% Reduce -3.1% 24,776 $7.2M
Genus Capital Management Inc. 0.83% Add +257.9% 24,772 $7.2M
Wealthfront Advisers LLC 0.02% Add +4.0% 24,689 $7.2M
Hantz Financial Services, Inc. 0.11% Reduce -4.8% 24,646 $7.2M
AIA Group Ltd 0.10% Add +59.2% 24,483 $7.1M
Freestone Capital Holdings, LLC 0.21% Add +2.0% 24,122 $7.0M
Beacon Pointe Advisors, LLC 0.04% Add +5.0% 23,995 $7.0M
Private Advisor Group, LLC 0.03% Reduce -0.6% 23,805 $6.9M
Capital City Trust Co. 1.58% Reduce -1.5% 23,680 $6.9M
Blair William & Co. 0.02% Reduce -2.4% 23,516 $6.9M
Penobscot Investment Management Company, Inc. 0.53% Reduce -1.1% 23,172 $6.8M
Fisher Funds Management LTD 0.20% Reduce -7.9% 23,134 $6.7M
Peapack Gladstone Financial Corp. 0.09% Reduce -5.9% 23,044 $6.7M
Mutual of America Capital Management LLC 0.08% Reduce -4.0% 23,000 $6.7M
Tidal Investments LLC 0.02% Add +109.7% 22,851 $6.7M
Citizens Business Bank 1.08% Reduce -1.1% 22,660 $6.6M
Steward Partners Investment Advisory, LLC 0.03% Add +9.0% 22,575 $6.6M
Meyer Handelman Co. 0.20% No change 22,400 $6.5M
Assetmark, Inc. 0.01% Reduce -7.2% 22,279 $6.5M
Lazard Asset Management LLC 0.01% Reduce -5.5% 21,853 $6.4M
Vident Advisory, LLC 0.05% Reduce -12.7% 21,823 $6.4M
UMB Bank, n.a. 0.09% Reduce -4.2% 21,500 $6.3M
Man Group plc 0.01% Reduce -31.5% 21,351 $6.2M
Whittier Trust Co. of Nevada Inc. 0.13% Reduce -2.1% 21,039 $6.2M
Norinchukin Bank, The 0.07% Reduce -7.1% 21,157 $6.2M
CVFG LLC 0.76% New 21,041 $6.1M
R.H. Investment Group, LLC 4.73% No change 20,319 $6.1M
Olstein Capital Management, L.P. 1.34% Reduce -12.5% 21,000 $6.1M
HB Wealth Management, LLC 0.04% Add +9.4% 20,937 $6.1M
Vestcor Inc 0.17% Add +10.2% 20,747 $6.1M
Federation des caisses Desjardins du Quebec 0.02% Add +21.4% 20,690 $6.0M
Pinnacle Associates Ltd. 0.08% Reduce -3.3% 20,521 $6.0M
HM Payson & Co. 0.09% Reduce -0.8% 20,413 $6.0M
Investment Management Corp of Ontario 0.08% Reduce -19.3% 20,164 $5.9M
Generali Powszechne Towarzystwo Emerytalne 1.04% No change 20,118 $5.9M
Verdence Capital Advisors LLC 0.34% Reduce -10.1% 20,076 $5.9M
McCarter Private Wealth Services LLC 2.52% Add +2.7% 19,875 $5.8M
Worldquant Millennium Advisors LLC 0.02% Reduce -81.7% 19,867 $5.8M
First Pacific Financial 0.75% Reduce -2.4% 19,858 $5.8M
Avanza Fonder AB 0.16% No change 19,844 $5.8M
Merit Financial Group, LLC 0.04% Add +8.6% 19,221 $5.6M
Cannell & Spears LLC 0.11% Add +2032.0% 19,103 $5.6M
Semper Augustus Investments 0.67% No change 19,100 $5.6M
Liberty One Investment Management, LLC 0.57% Add +30.3% 19,055 $5.6M
Foster & Motley Inc. 0.28% Add +3.3% 18,847 $5.5M
UniSuper Management Pty Ltd 0.04% Reduce -5.3% 18,650 $5.4M
B. Metzler seel. Sohn & Co. AG 0.05% Reduce -2.7% 18,619 $5.4M
Ferguson Wellman Capital Management, Inc. 0.07% Add +0.4% 18,611 $5.4M
IFP Advisors, Inc 0.11% Add +19.2% 18,427 $5.4M
Meridian Investment Counsel Inc. 1.28% No change 18,363 $5.4M
Thrivent Financial for Lutherans 0.01% Add +106.1% 18,300 $5.3M
Cresset Asset Management, LLC 0.02% Add +2.2% 18,262 $5.3M
Composition Wealth, LLC 0.07% Add +0.1% 18,199 $5.3M
Culbertson A N & Co. Inc. 0.69% Reduce -10.0% 18,113 $5.3M
Railway Pension Investments Ltd 0.07% No change 18,000 $5.3M
Generali Asset Management SPA SGR 0.11% Reduce -28.7% 17,878 $5.2M
Teachers Retirement System of the State of Kentucky 0.04% No change 17,796 $5.2M
Arjuna Capital 1.30% Add +2.9% 17,560 $5.1M
Wellington Management Group LLP 0.00% Reduce -22.4% 17,355 $5.1M
ING Groep NV 0.03% Add +18.4% 17,334 $5.1M
Lido Advisors, LLC 0.02% Add +9.4% 17,324 $5.1M
Gulf International Bank (UK) Ltd 0.11% Add +52.4% 17,208 $5.0M
Elevate Capital Advisors, LLC 3.24% Reduce -6.2% 17,197 $5.0M
Argent Trust Co 0.17% Add +0.8% 16,961 $4.9M
Park Avenue Securities LLC 0.04% New 16,920 $4.9M
Sawyer & Company, Inc 1.90% Reduce -2.3% 16,892 $4.9M
Leuthold Group, LLC 0.52% Add +1.4% 16,833 $4.9M
Valley Wealth Managers, Inc. 0.32% Add +0.1% 16,829 $4.9M
Slow Capital, Inc. 0.64% Add +10.0% 16,809 $4.9M
&partners 0.02% Reduce -4.0% 16,791 $4.9M
Capitolis Liquid Global Markets LLC 0.03% — 16,798 $4.9M
KCM Investment Advisors LLC 0.16% Reduce -8.6% 16,332 $4.8M
FAS Wealth Partners, Inc. 0.29% Add +4.7% 16,080 $4.7M
NewEdge Wealth, LLC 0.06% Reduce -10.4% 15,985 $4.7M
1832 Asset Management L.P. 0.01% Reduce -9.4% 15,981 $4.7M
Baker Avenue Asset Management, LP 0.11% Add +7.5% 15,908 $4.6M
Principle Wealth Partners LLC 0.26% Reduce -0.4% 15,863 $4.6M
Advisory Services Network, LLC 0.06% Add +7.9% 15,813 $4.6M
Moody Aldrich Partners LLC 0.83% New 15,761 $4.6M
Unison Advisors LLC 0.35% Add +0.4% 15,628 $4.6M
Laird Norton Wetherby Trust Company, LLC 0.10% Reduce -2.3% 15,607 $4.6M
Prospera Financial Services Inc 0.07% Reduce -0.8% 15,443 $4.5M
Savant Capital, LLC 0.02% Add +9.5% 15,184 $4.4M
Vestmark Advisory Solutions, Inc. 0.05% Reduce -6.0% 15,176 $4.4M
FinArc Investments, Inc. 4.25% — 15,147 $4.4M
Lee Danner & Bass Inc. 0.28% Reduce -4.4% 15,069 $4.4M
Applied Capital LLC 3.19% Reduce -6.5% 15,052 $4.4M
Blue Sparrow, LLC 0.07% No change 15,000 $4.4M
Bokf, NA 0.07% Reduce -3.9% 14,915 $4.4M
SGL Investment Advisors, Inc. 1.63% Reduce -25.9% 14,511 $4.3M
Siemens Fonds Invest GmbH 0.25% Add +6.7% 14,668 $4.3M
Atria Investments, Inc 0.05% Reduce -24.1% 14,617 $4.3M
Choreo, LLC 0.05% Add +4.2% 14,553 $4.2M
Romano Brothers and Company 0.48% Reduce -0.2% 14,552 $4.2M
GLOBALT Investments LLC / GA 0.15% Reduce -5.1% 14,394 $4.2M
Wakefield Asset Management LLLP 1.10% Add +0.5% 14,176 $4.1M
Forvis Mazars Wealth Advisors, LLC 0.08% Add +1.6% 14,136 $4.1M
RNC Capital Management LLC 0.18% Reduce -21.0% 14,032 $4.1M
Pacer Advisors, Inc. 0.01% Reduce -45.4% 13,886 $4.0M
iA Global Asset Management Inc. 0.06% Add +5.2% 13,844 $4.0M
Orion Porfolio Solutions, LLC 0.03% Reduce -17.5% 13,799 $4.0M
Alps Advisors Inc. 0.02% Reduce -16.3% 13,650 $4.0M
Hancock Whitney Corp. 0.07% Add +0.6% 12,990 $4.0M
Tower Bridge Advisors 0.38% Add +0.2% 13,566 $4.0M
1ST Source Bank 0.20% Reduce -1.0% 13,550 $4.0M
Barrow Hanley Mewhinney & Strauss LLC 0.01% No change 13,470 $3.9M
Tower Research Capital LLC (TRC) 0.10% Reduce -39.9% 13,253 $3.9M
Cyndeo Wealth Partners, LLC 0.20% Add +1749.5% 13,224 $3.9M
Osborne Partners Capital Management, LLC 0.20% No change 13,150 $3.8M
Mizuho Securities USA LLC 0.09% Reduce -19.5% 13,073 $3.8M
Rossmore Private Capital 0.34% Reduce -0.9% 13,059 $3.8M
OMERS ADMINISTRATION Corp 0.02% Add +34.6% 13,006 $3.8M
Carnegie Investment Counsel 0.07% Add +0.1% 12,866 $3.8M
Empire Financial Management Company, LLC 0.84% Reduce -21.4% 12,803 $3.7M
Vise Technologies, Inc. 0.07% No change 12,782 $3.7M
Bessemer Group Inc. 0.01% Add +4.8% 12,663 $3.7M
Hartford Investment Management Co. 0.11% Reduce -4.1% 12,435 $3.6M
Argent Advisors, Inc. 0.98% Add +1.9% 12,358 $3.6M
Asset Dedication, LLC 0.25% Reduce -16.7% 12,335 $3.6M
Abn Amro Investment Solutions 0.05% Add +7.4% 12,172 $3.6M
GAMMA Investing LLC 0.17% Add +11.5% 12,135 $3.5M
Ballentine Partners, LLC 0.05% Add +0.0% 12,123 $3.5M
Banque Cantonale Vaudoise 0.13% Reduce -34.1% 12,107 $3.5M
D.A. Davidson & Co. 0.02% Add +0.8% 12,060 $3.5M
Compass Wealth Management LLC 0.86% Add +4.7% 11,985 $3.5M
Agf Management Ltd. 0.02% Add +23.6% 11,973 $3.5M
William B. Walkup & Associates, Inc. 2.07% Add +1.7% 13,139 $3.5M
New Age Alpha Advisors, LLC 0.16% Reduce -0.2% 11,838 $3.5M
Lincoln Capital LLC 0.65% Add +0.0% 11,772 $3.4M
Abc Arbitrage SA 0.46% Add +969.2% 11,740 $3.4M
Garner Asset Management Corp 1.34% Add +1.0% 11,728 $3.4M
Third View Private Wealth, LLC 0.47% Add +4.5% 11,719 $3.4M
Hennion & Walsh Asset Management, Inc. 0.11% Add +3.3% 11,711 $3.4M
Integrated Wealth Concepts LLC 0.03% Add +104.2% 11,625 $3.4M
Americana Partners, LLC 0.09% Add +158.4% 11,578 $3.4M
Acropolis Investment Management, LLC 0.15% Reduce -6.2% 11,547 $3.4M
Erste Asset Management GmbH 0.03% Reduce -0.9% 11,516 $3.4M
Delta Financial Advisors LLC 0.86% Reduce -4.1% 11,382 $3.3M
Patton Albertson Miller Group, LLC 0.39% Reduce -0.9% 11,375 $3.3M
Lombard Odier Asset Management (Switzerland) SA 0.13% Reduce -30.5% 11,321 $3.3M
Pinnacle Holdings, LLC 1.16% Add +12.9% 11,166 $3.3M
Alkeme Wealth, LLC 1.32% Add +3.5% 11,062 $3.2M
Focus Partners Advisor Solutions, LLC 0.03% Add +1.2% 11,022 $3.2M
Louisiana State Employees Retirement System 0.06% Reduce -3.5% 11,000 $3.2M
Maryland State Retirement & Pension System 0.07% Reduce -1.6% 10,973 $3.2M
Fulton Bank, N.A. 0.11% Reduce -5.3% 10,973 $3.2M
Bleakley Financial Group, LLC 0.05% Add +3.4% 10,938 $3.2M
United Capital Financial Advisors, LLC 0.02% Reduce -0.1% 10,937 $3.2M
Levin Capital Strategies, L.P. 0.24% Reduce -0.5% 10,878 $3.2M
Kintegral Advisory, LLC 0.29% Reduce -4.3% 10,613 $3.1M
Atlantic Union Bankshares Corp 0.06% Reduce -0.4% 10,577 $3.1M
Peddock Capital Advisors, LLC 0.68% Reduce -1.1% 10,519 $3.1M
Quadrant Capital Group LLC 0.09% Add +60.9% 10,484 $3.1M
New Mexico Educational Retirement Board 0.09% No change 10,478 $3.1M
Evercore Wealth Management, LLC 0.05% Reduce -0.9% 10,447 $3.0M
Farther Finance Advisors, LLC 0.03% Add +21.4% 10,478 $3.0M
Equitable Holdings, Inc. 0.02% Add +91.1% 10,449 $3.0M
Eagle Rock Investment Company, LLC 0.44% Reduce -0.3% 10,336 $3.0M
White Pine Capital LLC 0.80% Reduce -1.0% 10,144 $3.0M
EP Wealth Advisors, LLC 0.01% Reduce -0.3% 10,139 $3.0M
KKM Financial LLC 0.52% No change 10,099 $2.9M
Burney Co./ 0.09% Reduce -13.0% 9,840 $2.9M
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.1% 9,863 $2.9M
Wesleyan Assurance Society 0.17% No change 9,740 $2.8M
Pinebridge Investments LLC 0.02% Reduce -85.4% 9,722 $2.8M
DSG Capital Advisors, LLC 0.45% No change 9,655 $2.8M
Academy Capital Management 0.40% Reduce -9.4% 9,617 $2.8M
Nilsine Partners, LLC 0.22% Reduce -7.2% 9,201 $2.8M
Crossmark Global Holdings, Inc. 0.04% Reduce -1.0% 9,560 $2.8M
CenterBook Partners LP 0.15% New 9,553 $2.8M
Lighthouse Financial Services Inc. 0.63% Reduce -3.0% 9,289 $2.8M
Montag A & Associates Inc. 0.13% Reduce -6.5% 9,508 $2.8M
Parsons Capital Management Inc. 0.13% Reduce -2.1% 9,453 $2.8M
Praxis Investment Management Inc. 0.17% No change 9,403 $2.7M
Brooklyn Investment Group 0.09% Add +30.1% 9,369 $2.7M
Kentucky Retirement Systems 0.20% Add +111.8% 30,058 $2.7M
Stephens Inc. 0.03% Reduce -2.4% 9,317 $2.7M
Voleon Capital Management LP 0.06% Reduce -13.8% 9,294 $2.7M
Brighton Jones LLC 0.06% New 9,242 $2.7M
AssuredPartners Investment Advisors, LLC 0.29% Add +3.4% 9,110 $2.7M
Farmers & Merchants Trust Co of Chambersburg PA 0.73% Reduce -11.7% 9,220 $2.7M
Moors & Cabot, Inc. 0.11% Add +0.2% 9,202 $2.7M
Twin Capital Management Inc. 0.34% Reduce -0.2% 9,165 $2.7M
AG2R La Mondiale Gestion D'actifs 0.12% Reduce -0.6% 9,088 $2.7M
Choate Investment Advisors 0.05% Reduce -0.4% 9,066 $2.6M
Metis Global Partners, LLC 0.06% Reduce -13.7% 9,035 $2.6M
Atlantic Edge Private Wealth Management, LLC 0.65% Reduce -0.3% 8,980 $2.6M
Grey Ledge Advisors, LLC 0.59% Reduce -0.3% 8,975 $2.6M
Canada Post Corp Registered Pension Plan 0.10% Add +32.2% 8,971 $2.6M
Benin Management CORP 0.58% Add +5.8% 8,868 $2.6M
Ashford Capital Management Inc. 0.32% Add +13.8% 8,833 $2.6M
NewEdge Advisors, LLC 0.01% Reduce -72.3% 8,799 $2.6M
Avalon Trust Co 0.18% Add +0.4% 8,784 $2.6M
Jacobi Capital Management LLC 0.14% Add +2.8% 8,697 $2.5M
Polymer Capital Management (US) LLC 0.38% Add +624.5% 8,687 $2.5M
Diversify Wealth Management, LLC 0.04% Add +994.3% 8,218 $2.5M
Kimelman & Baird, LLC 0.20% New 8,514 $2.5M
Summit Trail Advisors, LLC 0.04% Add +40.4% 8,492 $2.5M
Carmel Capital Partners, LLC 0.89% Add +1.3% 8,475 $2.5M
Ossiam 0.04% Add +111.5% 8,361 $2.4M
Greenleaf Trust 0.02% Reduce -16.7% 8,360 $2.4M
Accredited Investors Inc. 0.13% No change 8,300 $2.4M
Kepler Cheuvreux (Suisse) SA 0.16% Add +65.2% 8,297 $2.4M
Smith Salley Wealth Management 0.12% Add +4.4% 8,241 $2.4M
Saudi Central Bank 0.05% New 8,234 $2.4M
Oppenheimer & Co. Inc. 0.03% New 8,204 $2.4M
Canandaigua National Corp. 0.21% — 8,196 $2.4M
Cornerstone Planning, LLC 0.54% Add +8.6% 8,182 $2.4M
Cim, LLC 0.34% Add +0.0% 8,147 $2.4M
Spire Wealth Management 0.08% Add +0.1% 8,134 $2.4M
CoreCap Advisors, LLC 0.08% Reduce -9.1% 8,091 $2.4M
Concord Wealth Partners 0.30% Add +3.9% 8,057 $2.4M
Ancora Advisors LLC 0.05% Reduce -0.2% 8,025 $2.3M
Capital Wealth Planning, LLC 0.01% No change 8,000 $2.3M
Concord Asset Management, LLC 0.39% Add +4.1% 7,991 $2.3M
Essex Financial Services, Inc. 0.13% Add +0.2% 7,947 $2.3M
Bank & Trust Co 1.56% Reduce -0.9% 7,933 $2.3M
Asahi Life Asset Management Co., LTD. 1.49% Reduce -6.6% 7,925 $2.3M
Empirical Finance, LLC 0.11% Reduce -0.2% 7,894 $2.3M
Arrow Financial Corp 0.23% Reduce -4.3% 7,798 $2.3M
E. Ohman J:or Asset Management AB 0.06% No change 7,720 $2.3M
Ascent Group, LLC 0.08% Add +1.7% 7,717 $2.3M
Founders Financial Securities LLC 0.13% Reduce -4.4% 7,363 $2.2M
Focus Financial Network, Inc. 0.08% Reduce -7.3% 7,592 $2.2M
Mitchell McLeod Pugh & Williams Inc. 0.33% Reduce -0.6% 7,558 $2.2M
Nicolet Bankshares Inc. 0.08% New 7,580 $2.2M
Cary Street Partners Financial LLC 0.05% Add +0.1% 7,528 $2.2M
First National Trust Co 0.07% Reduce -1.5% 7,525 $2.2M
Weaver Capital Management LLC 0.48% Reduce -7.8% 7,521 $2.2M
Mgo One Seven LLC 0.04% Reduce -8.6% 7,503 $2.2M
Tectonic Advisors LLC 0.12% Reduce -9.4% 7,492 $2.2M
Azimuth Capital Investment Management LLC 0.08% Reduce -12.3% 7,442 $2.2M
Concurrent Investment Advisors, LLC 0.02% Reduce -1.8% 7,436 $2.2M
JT Stratford LLC 0.28% Add +0.5% 7,393 $2.2M
Clearstead Advisors, LLC 0.02% Reduce -5.9% 7,372 $2.2M
Venture Visionary Partners LLC 0.07% Add +0.5% 7,368 $2.1M
Coldstream Capital Management Inc. 0.03% Add +25.6% 7,289 $2.1M
Summit Global Investments 0.13% Add +42.8% 7,276 $2.1M
Virtue Asset Management LLC 1.72% Reduce -3.0% 7,246 $2.1M
Tokio Marine Asset Management Co. Ltd. 0.08% No change 7,239 $2.1M
SlateStone Wealth, LLC 0.17% Add +15.1% 7,232 $2.1M
Webster Bank, N. A. 0.20% Reduce -6.5% 7,216 $2.1M
Meeder Advisory Services, Inc. 0.09% Add +4.1% 7,214 $2.1M
Parallel Advisors, LLC 0.04% Add +1.9% 7,183 $2.1M
Snowden Capital Advisors LLC 0.06% Reduce -5.6% 7,176 $2.1M
Quadcap Wealth Management, LLC 0.24% Reduce -1.8% 7,145 $2.1M
Claro Advisors Inc. 0.25% Add +18.4% 7,139 $2.1M
Caisse Des Depots Et Consignations 0.03% No change 7,102 $2.1M
Aptus Capital Advisors, LLC 0.02% Reduce -3.3% 7,085 $2.1M
Naples Global Advisors, LLC 0.15% Reduce -7.3% 7,050 $2.1M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -2.9% 6,919 $2.0M
Dakota Wealth Management 0.04% Reduce -0.3% 6,916 $2.0M
Nordwand Advisors, LLC 0.35% No change 6,905 $2.0M
Eagle Capital Management LLC 0.01% No change 6,900 $2.0M
Signaturefd, LLC 0.03% Add +3.3% 6,881 $2.0M
Virtus Investment Advisers, LLC 0.54% Reduce -5.2% 6,746 $2.0M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -19.9% 6,732 $2.0M
Nicholas Hoffman & Company, LLC. 0.05% Add +0.6% 6,711 $2.0M
Northern Financial Advisors Inc 1.41% Add +70.0% 6,642 $1.9M
Muhlenkamp & Co. Inc. 0.51% No change 6,627 $1.9M
Smithfield Trust Co 0.08% Add +70.8% 6,620 $1.9M
Johnson Investment Counsel Inc. 0.02% Reduce -9.7% 6,612 $1.9M
Corient Private Wealth LP 0.00% New 6,614 $1.9M
Harbour Investments, Inc. 0.03% Add +8.7% 6,591 $1.9M
Ballast, Inc. 0.44% Add +0.9% 6,584 $1.9M
Krilogy Financial LLC 0.06% Add +60.8% 6,421 $1.9M
LRI Investments, LLC 0.17% Add +3.8% 6,571 $1.9M
Dagco, Inc. 0.41% Add +0.0% 6,531 $1.9M
Waverly Advisors, LLC 0.01% Add +21.6% 6,526 $1.9M
J.W. Cole Advisors, Inc. 0.06% Reduce -1.4% 6,511 $1.9M
Resources Management Corp. /CT/ 0.25% No change 6,483 $1.9M
Callan Family Office, LLC 0.04% Reduce -9.5% 6,463 $1.9M
IHT Wealth Management, LLC 0.04% Reduce -0.1% 6,456 $1.9M
North Dakota State Investment Board 0.08% Reduce -16.8% 6,448 $1.9M
Convergence Investment Partners, LLC 0.30% Add +43.7% 6,379 $1.9M
OneDigital Investment Advisors LLC 0.02% Reduce -16.5% 6,355 $1.9M
Kestra Private Wealth Services, LLC 0.02% Reduce -26.7% 6,270 $1.8M
Sciencast Management LP 0.23% Add +9.7% 6,248 $1.8M
Weiss Asset Management LP 0.05% New 6,240 $1.8M
TD Private Client Wealth LLC 0.04% Reduce -3.1% 6,212 $1.8M
Arkadios Wealth Advisors 0.03% Reduce -0.4% 6,198 $1.8M
Douglass Winthrop Advisors, LLC 0.03% No change 6,153 $1.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +17.5% 6,147 $1.8M
PYA Waltman Capital, LLC 0.50% Reduce -2.5% 6,142 $1.8M
Fayez Sarofim & Co 0.00% Reduce -10.3% 6,098 $1.8M
Sivia Capital Partners, LLC 0.34% Add +217.0% 6,089 $1.8M
Ashton Thomas Private Wealth, LLC 0.04% Add +0.3% 6,087 $1.8M
Gen-Wealth Partners Inc 0.56% Add +2.3% 6,082 $1.8M
WBH Advisory Inc. 0.13% Reduce -10.0% 6,085 $1.8M
Spartan Wealth Advisory Services LLC 0.15% — 6,035 $1.8M
BSW Wealth Partners 0.21% Reduce -3.4% 6,027 $1.8M
Courier Capital LLC 0.10% Add +50.7% 6,027 $1.8M
Elevation Point Wealth Partners, LLC 0.04% Add +27.0% 6,026 $1.8M
Agate Pass Investment Management, LLC 0.69% No change 6,025 $1.8M
Vaughan David Investments LLC 0.04% Reduce -1.8% 6,000 $1.8M
Phoenix Financial Ltd. 0.02% Add +12.3% 6,234 $1.7M
Mufg Securities Americas Inc. 0.11% Reduce -0.4% 5,983 $1.7M
Churchill Financial Advisors, LLC 0.37% Add +9.7% 5,964 $1.7M
Kathmere Capital Management, LLC 0.11% Reduce -0.6% 5,956 $1.7M
Kentucky Retirement Systems Insurance Trust Fund 0.12% No change 5,950 $1.7M
Meiji Yasuda Asset Management Co Ltd. 0.09% Add +0.6% 5,892 $1.7M
Profund Advisors LLC 0.06% Reduce -7.7% 5,881 $1.7M
Johnson Financial Group, Inc. 0.06% Reduce -1.5% 5,878 $1.7M
Securian Asset Management, Inc. 0.07% Reduce -3.3% 5,866 $1.7M
Benjamin Edwards Inc. 0.02% Add +4.7% 5,787 $1.7M
Exchange Traded Concepts, LLC 0.01% Add +13.5% 5,777 $1.7M
Dynamic Technology Lab Private Ltd 0.27% Reduce -2.0% 5,767 $1.7M
DAVENPORT & Co LLC 0.01% Add +4.2% 5,765 $1.7M
MassMutual Private Wealth & Trust, FSB 0.05% Reduce -0.9% 5,764 $1.7M
Beacon Financial Group 0.17% Reduce -9.1% 5,740 $1.7M
V-Square Quantitative Management LLC 0.17% Add +7.3% 5,662 $1.7M
FRG Family Wealth Advisors LLC 0.27% Reduce -24.9% 5,649 $1.6M
Mb, Levis & Associates, LLC 0.68% Add +0.7% 5,620 $1.6M
Rydar Equities, Inc. 1.26% Add +2.8% 5,596 $1.6M
Net Worth Advisory Group 0.34% Reduce -2.7% 5,588 $1.6M
HighMark Wealth Management LLC 0.66% Reduce -0.2% 5,575 $1.6M
South Dakota Investment Council 0.03% No change 5,570 $1.6M
Impax Asset Management Group plc 0.01% New 5,543 $1.6M
Gateway Investment Advisers LLC 0.02% Reduce -83.3% 5,402 $1.6M
Twinbeech Capital LP 0.16% Add +295.4% 5,397 $1.6M
Sumitomo Life Insurance Co. 0.04% Add +2.8% 5,383 $1.6M
Bank of New Hampshire 0.36% Add +114.9% 5,378 $1.6M
Virtu Financial LLC 0.06% Reduce -32.1% 5,355 $1.6M
Pallas Capital Advisors LLC 0.06% Add +0.4% 5,315 $1.6M
Natural Investments, LLC 0.38% Reduce -1.7% 5,306 $1.5M
Arvest Investments, Inc. 0.21% Reduce -1.3% 5,297 $1.5M
Roundview Capital LLC 0.10% Reduce -0.7% 5,248 $1.5M
Bridges Investment Management Inc. 0.02% Reduce -2.9% 5,246 $1.5M
First National Advisers, LLC 0.22% Reduce -24.5% 5,238 $1.5M
Glenview Trust Co 0.02% Reduce -1.0% 5,233 $1.5M
Independent Advisor Alliance 0.02% Reduce -80.9% 5,227 $1.5M
Stratos Wealth Partners, LTD. 0.02% Add +124.5% 5,220 $1.5M
Smartleaf Asset Management LLC 0.05% Add +6.5% 5,188 $1.5M
Elmwood Wealth Management, Inc. 0.42% Reduce -4.2% 5,180 $1.5M
Corsicana & Co. 0.96% No change 5,709 $1.5M
Haverford Trust Co 0.01% Reduce -0.7% 5,175 $1.5M
Providence Wealth Advisors, LLC 0.96% Add +1.2% 5,178 $1.5M
Guyasuta Investment Advisors Inc. 0.09% No change 5,165 $1.5M
Transamerica Financial Advisors, LLC 0.13% Add +11.4% 5,155 $1.5M
Hilltop Holdings Inc. 0.14% Add +306.7% 5,153 $1.5M
Dorsey & Whitney Trust CO LLC 0.08% Add +20.6% 5,149 $1.5M
Lowe Brockenbrough & Co. Inc. 0.07% Reduce -2.1% 5,144 $1.5M
Plimoth Trust Co. LLC 0.33% Add +3.9% 5,125 $1.5M
Tevis Investment Management 0.85% Reduce -22.6% 5,115 $1.5M
Joel Isaacson & Co., LLC 0.05% Add +0.0% 5,107 $1.5M
Institute for Wealth Management, LLC. 0.16% Reduce -0.2% 5,103 $1.5M
Barden Capital Management, Inc. 1.27% Add +3.3% 5,098 $1.5M
Qtron Investments LLC 0.20% Add +36.3% 5,083 $1.5M
Commonwealth Retirement Investments LLC 0.46% Add +7.9% 5,058 $1.5M
IPG Investment Advisors LLC 0.25% New 5,044 $1.5M
Dynamic Advisor Solutions LLC 0.05% Add +0.6% 4,999 $1.5M
Cibc World Market Inc. 0.00% Reduce -7.9% 4,991 $1.5M
Arax Advisory Partners 0.04% Add +57.6% 4,920 $1.4M
Sigma Planning Corp 0.04% Reduce -2.4% 4,856 $1.4M
World Investment Advisors 0.02% Add +5.6% 4,846 $1.4M
Plato Investment Management Ltd 0.09% No change 4,839 $1.4M
Trust Co. of Toledo NA 0.13% Add +0.0% 4,818 $1.4M
JSF Financial, LLC 0.28% Add +22.1% 4,817 $1.4M
Procyon Advisors, LLC 0.07% Add +0.1% 4,809 $1.4M
Qsemble Capital Management, LP 0.11% New 4,770 $1.4M
Farringdon Capital, Ltd. 0.30% Add +12.0% 4,762 $1.4M
Westpac Banking Corp. 0.10% Add +259.9% 4,747 $1.4M
Geneos Wealth Management Inc. 0.03% Reduce -0.2% 4,738 $1.4M
Clare Market Investments LLC 0.29% — 4,736 $1.4M
Wealthspire Advisors, LLC 0.01% Reduce -7.3% 4,733 $1.4M
Private Trust Co. NA 0.12% Reduce -3.8% 4,729 $1.4M
AMG National Trust Bank 0.03% Add +27.3% 4,666 $1.4M
Rothschild Investment LLC 0.07% Add +13.9% 4,665 $1.4M
Catalyst Funds Management Pty Ltd 0.23% Add +330.4% 4,648 $1.4M
IFC Advisors LLC 0.19% Reduce -0.0% 4,629 $1.4M
AA Financial Advisors, LLC 0.19% Add +7.8% 4,618 $1.3M
Coastal Bridge Advisors, LLC 0.09% Add +6.0% 4,513 $1.3M
Investors Asset Management of Georgia Inc. /Ga/ 0.54% Add +3.4% 4,511 $1.3M
RFG - Bristol Wealth Advisors, LLC 0.35% Reduce -4.5% 4,506 $1.3M
Fiduciary Trust Co 0.02% Reduce -2.6% 4,498 $1.3M
PFG Advisors 0.06% Add +21.8% 4,493 $1.3M
Diversified Trust Co. 0.02% Reduce -62.3% 4,485 $1.3M
Tradewinds, LLC. 0.42% No change 4,251 $1.3M
Somerset Group LLC 0.96% No change 4,303 $1.3M
JNBA Financial Advisors 0.11% Reduce -2.8% 4,390 $1.3M
Syon Capital LLC 0.06% Add +8.9% 4,382 $1.3M
MWA Asset Management 0.70% Add +8.8% 4,374 $1.3M
Bailard, Inc. 0.03% Reduce -3.8% 4,375 $1.3M
Equitable Trust Co. 0.06% Add +1.6% 4,354 $1.3M
Curi Capital, LLC 0.02% Add +7.0% 4,344 $1.3M
Belpointe Asset Management LLC 0.05% Reduce -4.7% 4,337 $1.3M
Tiaa Trust, National Association 0.08% Reduce -89.0% 4,317 $1.3M
HBK Sorce Advisory LLC 0.03% Add +1.4% 4,209 $1.3M
NorthRock Partners, LLC 0.02% Add +34.2% 4,297 $1.3M
TD Waterhouse Canada Inc. 0.00% Add +380.2% 4,317 $1.3M
Bullock Wealth Management Group 0.63% Reduce -4.0% 4,298 $1.2M
Blue Trust, Inc. 0.01% Reduce -13.3% 4,280 $1.2M
Employees Retirement System of Texas 0.01% Add +132.6% 4,271 $1.2M
Ostrum Asset Management 0.07% Reduce -36.1% 4,267 $1.2M
Cornerstone Wealth Management, LLC 0.06% Add +188.4% 4,266 $1.2M
SteelPeak Wealth, LLC 0.04% Reduce -83.9% 4,252 $1.2M
Longfellow Investment Management Co. LLC 0.26% Add +142.1% 4,249 $1.2M
Hanson & Doremus Investment Management 0.14% Reduce -1.5% 4,237 $1.2M
Soltis Investment Advisors LLC 0.08% New 4,233 $1.2M
Brown Brothers Harriman & Co. 0.01% Add +86.6% 4,222 $1.2M
JB Capital LLC 0.05% Add +0.3% 4,222 $1.2M
Parrish Capital LLC 1.10% Reduce -15.0% 4,220 $1.2M
Fifth Third Wealth Advisors LLC 0.04% Add +5.5% 4,218 $1.2M
Chicago Partners Investment Group LLC 0.03% Add +109.1% 4,075 $1.2M
West Paces Advisors Inc. 0.24% Add +0.3% 4,213 $1.2M
Tudor Financial Inc. 0.63% No change 4,200 $1.2M
Hussman Strategic Advisors, Inc. 0.26% New 4,200 $1.2M
Perpetual Ltd 0.02% New 4,191 $1.2M
Financial Planning Hawaii, Inc. 0.72% No change 4,190 $1.2M
Linden Thomas Advisory Services, LLC 0.12% Add +0.4% 4,179 $1.2M
Stock Yards Bank & Trust Co. 0.04% Reduce -5.9% 4,171 $1.2M
Moody National Bank Trust Division 0.12% Add +0.3% 4,144 $1.2M
Valeo Financial Advisors, LLC 0.03% Reduce -18.1% 4,139 $1.2M
Flputnam Investment Management Co. 0.02% Add +2.6% 4,103 $1.2M
Compound Planning, Inc. 0.04% Reduce -4.6% 4,101 $1.2M
Brevan Howard Capital Management LP 0.01% Reduce -80.8% 4,101 $1.2M
Vectors Research Management, LLC 0.35% No change 4,100 $1.2M
Delphi Management Inc. 1.43% Reduce -11.0% 4,097 $1.2M
Old National Bancorp 0.02% Reduce -7.7% 4,083 $1.2M
Private Wealth Asset Management, LLC 0.13% Reduce -0.1% 4,063 $1.2M
Yoffe Investment Management, LLC 1.49% No change 3,987 $1.2M
Texas Bank & Trust Co 0.44% Reduce -3.1% 3,986 $1.2M
Foundations Investment Advisors, LLC 0.01% Add +3.6% 3,976 $1.2M
Forza Wealth Management, LLC 0.40% Reduce -3.7% 3,922 $1.1M
Apollon Wealth Management, LLC 0.02% Add +29.3% 3,895 $1.1M
Sterneck Capital Management, LLC 0.51% Reduce -2.6% 3,895 $1.1M
Abner Herrman & Brock LLC 0.13% Reduce -6.9% 3,888 $1.1M
Essential Partners LLC 0.38% Reduce -5.8% 3,837 $1.1M
RiverFront Investment Group, LLC 0.02% Add +22.5% 3,819 $1.1M
AlphaCore Capital LLC 0.03% Add +5.3% 3,817 $1.1M
Tocqueville Asset Management L.P. 0.02% Add +2.3% 3,805 $1.1M
Daymark Wealth Partners, LLC 0.03% Add +49.5% 3,802 $1.1M
Principal Securities, Inc. 0.02% Add +9.5% 3,778 $1.1M
Mission Wealth Management, LP 0.02% Reduce -2.7% 3,760 $1.1M
Westerkirk Capital Inc. 0.12% Reduce -7.0% 3,669 $1.1M
Nomura Holdings Inc. 0.01% Reduce -78.2% 3,656 $1.1M
Guardian Partners Inc. 0.09% Add +0.0% 3,648 $1.1M
Davis Asset Management, L.P. 0.03% New 3,653 $1.1M
Kanawha Capital Management LLC 0.07% Reduce -1.1% 3,651 $1.1M
AlphaGrep UK Ltd 0.31% Add +15.6% 3,630 $1.1M
PFG Investments, LLC 0.05% Add +0.3% 3,626 $1.1M
TCW Group Inc. 0.01% Reduce -35.7% 3,589 $1.0M
Harbor Capital Advisors, Inc. 0.08% Reduce -27.4% 3,583 $1.0M
Kornitzer Capital Management Inc. 0.02% Add +2.3% 3,566 $1.0M
Redwood Investment Management, LLC 0.13% Reduce -5.9% 3,561 $1.0M
Boyd Watterson Asset Management LLC 0.32% No change 3,538 $1.0M
Allianz SE 0.01% New 3,532 $1.0M
Sagespring Wealth Partners, LLC 0.02% Add +3.9% 3,503 $1.0M
Wilmington Savings Fund Society, FSB 0.02% Add +0.0% 3,488 $1.0M
1 North Wealth Services LLC 0.36% Reduce -5.1% 3,464 $1.0M
Calamos Wealth Management LLC 0.04% Reduce -27.4% 3,463 $1.0M
Aljian Capital Management, LLC 0.21% Reduce -1.9% 3,445 $1.0M
Oak Thistle LLC 0.10% New 3,442 $1.0M
Capital Investment Advisors, LLC 0.01% Add +5.1% 3,436 $1.0M
GTS Securities LLC 0.04% Reduce -59.7% 3,409 $994K
Minot DeBlois Advisors LLC 0.90% Add +0.8% 3,386 $988K
Tema ETFs LLC 0.07% Add +0.4% 3,381 $986K
Rinkey Investments 0.25% No change 3,368 $982K
Leo Wealth, LLC 0.07% New 3,364 $981K
Union Savings Bank 0.43% Reduce -2.4% 3,363 $981K
Connecticut Wealth Management, LLC 0.04% Add +10.9% 3,348 $977K
Evergreen Capital Management LLC 0.02% Add +45.4% 3,339 $974K
Balyasny Asset Management L.P. 0.00% Reduce -3.1% 3,333 $972K
Wedmont Private Capital 0.03% Add +1.5% 3,215 $970K
Searle & Co. 0.24% No change 3,304 $964K
Villere St Denis J & Co. LLC 0.11% No change 3,303 $963K
Tradition Wealth Management, LLC 0.07% Add +0.7% 3,275 $955K
Ar Asset Management Inc. 0.19% No change 3,264 $952K
Burns J W & Co. Inc. 0.11% Reduce -0.8% 3,259 $951K
Kingswood Wealth Advisors, LLC 0.05% Add +0.2% 3,257 $950K
Dorsey Wright & Associates 0.12% New 3,255 $949K
LVM Capital Management Ltd. 0.09% No change 3,251 $948K
Bull Harbor Capital LLC 0.25% — 3,237 $944K
Fisher Asset Management 0.00% Add +42.2% 3,222 $940K
Atlas Capital Advisors Inc. 0.11% Add +0.8% 3,222 $940K
Quad-Cities Investment Group, LLC 0.37% Add +0.1% 3,217 $938K
Level Four Advisory Services, LLC 0.03% Add +3.7% 3,214 $938K
Wealth Alliance, LLC 0.09% Reduce -42.1% 3,205 $935K
PCM Encore, LLC 0.19% Add +1.8% 3,202 $934K
Strategic Advisors LLC 0.15% Add +1.4% 3,194 $932K
Gryphon Financial Partners LLC 0.10% Add +10.3% 3,192 $931K
Roehl & Yi Investment Advisors, LLC 0.35% Reduce -0.9% 3,160 $922K
LVW Advisors, LLC 0.09% Reduce -12.1% 3,150 $919K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Reduce -20.0% 3,146 $918K
Marble Wealth, LLC 0.16% Reduce -10.5% 3,142 $917K
VestGen Advisors, LLC 0.03% Add +77.6% 3,070 $916K
Mount Lucas Management LP 0.34% Add +3.7% 3,135 $914K
Evolve Private Wealth, LLC 0.05% Add +33.9% 3,119 $910K
Evernest Financial Advisors, LLC 0.19% Reduce -2.7% 2,988 $908K
Frank, Rimerman Advisors LLC 0.06% Add +2.5% 3,109 $907K
Wilson & Boucher Capital Management, LLC 0.60% No change 3,088 $901K
Chesapeake Asset Management LLC 0.72% Add +1.4% 3,061 $893K
Fidelis Capital Partners, LLC 0.06% Reduce -2.4% 3,061 $893K
CWA Asset Management Group, LLC 0.03% Add +8.2% 3,058 $892K
TIAA Wealth Investment Management LLC 0.01% — 3,051 $890K
Checchi Capital Advisers, LLC 0.06% Add +5.8% 3,046 $888K
Premier Path Wealth Partners, LLC 0.12% Add +28.9% 3,039 $886K
Clear Harbor Asset Management, LLC 0.06% Add +5.1% 3,026 $883K
Mather Group, Llc. 0.01% Add +18.7% 3,019 $881K
Pinnacle Bancorp, Inc. 0.26% No change 3,008 $877K
Lederer & Associates Investment Counsel 0.62% Reduce -6.7% 2,992 $873K
Prime Capital Investment Advisors, LLC 0.01% Add +1.1% 2,990 $872K
CHICAGO TRUST Co NA 0.14% Add +9.5% 2,985 $871K
Evoke Wealth, LLC 0.02% Add +20.3% 2,969 $866K
Davis R M Inc. 0.02% Reduce -3.2% 2,962 $864K
denkapparat Operations GmbH 0.36% New 2,962 $864K
Annex Advisory Services, LLC 0.02% Reduce -0.8% 2,947 $860K
Mitchell & Pahl Private Wealth, LLC 0.35% Reduce -7.2% 2,947 $860K
Ibex Wealth Advisors 0.08% New 2,931 $855K
Camden National Bank 0.12% Reduce -1.7% 2,928 $854K
Pure Financial Advisors, LLC 0.01% Add +7.2% 2,920 $852K
Valtrion Capital Management, LLC 0.80% Add +0.3% 2,914 $850K
IKE Capital, LLC 0.48% Reduce -8.3% 2,913 $850K
NLB Skladi, upravljanje premozenja, d.o.o. 0.04% Reduce -3.6% 2,913 $850K
Integrated Advisors Network LLC 0.04% Add +0.5% 2,906 $848K
PUREfi Wealth, LLC 0.55% Add +0.6% 2,901 $846K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.08% No change 2,899 $846K
High Note Wealth, LLC 0.17% Reduce -0.2% 2,895 $844K
HUB Investment Partners, LLC 0.02% Add +0.7% 2,883 $841K
EverSource Wealth Advisors, LLC 0.03% Add +42.6% 2,869 $837K
Bank of Stockton 0.26% Reduce -1.4% 2,861 $834K
GC Wealth Management RIA, LLC 0.03% Reduce -5.9% 2,842 $829K
Berkeley Capital Partners, LLC 0.19% New 2,840 $828K
Empower Advisory Group, LLC 0.00% Reduce -5.2% 2,836 $827K
Boston Trust Walden Corp 0.01% Add +13.4% 2,819 $822K
Biltmore Family Office, LLC 0.11% No change 2,802 $817K
Eastern Bank 0.01% Reduce -1.8% 2,801 $817K
Waddell & Associates, LLC 0.05% Add +61.4% 2,773 $809K
Great Valley Advisor Group, Inc. 0.01% Reduce -2.1% 2,748 $802K
CENTRAL TRUST Co 0.02% Reduce -12.1% 2,738 $799K
NorthCrest Asset Manangement, LLC 0.02% Add +5.6% 2,703 $795K
Brave Asset Management Inc. 0.19% No change 2,710 $790K
Baker Tilly Wealth Management, LLC 0.19% Reduce -2.1% 2,708 $790K
Baker Ellis Asset Management LLC 0.09% Reduce -1.8% 2,700 $788K
Moneco Advisors, LLC 0.06% Reduce -0.2% 2,687 $784K
Associated Banc-Corp 0.02% Reduce -0.1% 2,684 $783K
Aries Wealth Management 0.17% No change 2,658 $775K
Journey Strategic Wealth LLC 0.02% Add +34.4% 2,655 $774K
Inlet Private Wealth, LLC 0.20% No change 2,651 $773K
Park National Corp. 0.02% Add +3.8% 2,638 $769K
Frec Markets, Inc. 0.13% Add +117.5% 2,615 $763K
Groupama Asset Managment 0.01% New 2,614 $762K
Welch & Forbes LLC 0.01% No change 2,611 $762K
Guardian Wealth Advisors, LLC / NC 0.05% Reduce -3.3% 2,608 $761K
Empirical Asset Management, LLC 0.20% New 2,598 $758K
First National Bank Sioux Falls 0.21% Reduce -0.6% 2,533 $757K
Legacy Capital Wealth Partners, LLC 0.16% Reduce -1.2% 2,594 $757K
Destination Wealth Management 0.02% Add +50.1% 2,587 $755K
Anchor Investment Management, LLC 0.06% Add +0.4% 2,578 $752K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +1.2% 2,560 $747K
SkyOak Wealth, LLC 0.14% Reduce -6.2% 2,553 $745K
Berger Financial Group, Inc 0.04% Add +3.9% 2,553 $745K
Stiles Financial Services Inc 0.23% Add +0.6% 2,551 $744K
Crestwood Advisors Group, LLC 0.01% Add +4.8% 2,549 $744K
Legacy Financial Group LLC 0.09% Add +0.1% 2,547 $743K
Baldwin Wealth Partners LLC 0.05% Reduce -6.6% 2,536 $740K
Wedbush Securities Inc. 0.02% Add +0.3% 2,533 $739K
True Vision MN LLC 0.38% No change 2,532 $739K
Trust Asset Management LLC 0.05% No change 2,524 $736K
Orrstown Financial Services Inc. 0.12% Reduce -3.8% 2,512 $733K
Beacon Investment Advisors LLC 0.28% No change 2,507 $731K
B. Riley Wealth Advisors, Inc. 0.05% Reduce -14.8% 2,474 $722K
Transcend Capital Advisors, LLC 0.06% Add +18.4% 2,473 $721K
Harbour Capital Advisors, LLC 0.14% Reduce -0.0% 2,390 $721K
Perbak Capital Partners LLP 0.18% New 2,471 $721K
Mendel Money Management 0.30% Reduce -0.5% 2,470 $720K
River Wealth Advisors LLC 0.08% Add +2.5% 2,464 $719K
Ofi Invest Asset Management 0.01% Add +34.6% 2,588 $716K
Abacus Wealth Partners, LLC 0.07% Reduce -1.1% 2,441 $712K
Van Hulzen Asset Management, LLC 0.05% Reduce -15.8% 2,421 $706K
Silvercrest Asset Management Group LLC 0.01% Reduce -3.4% 2,419 $706K
Franklin Street Advisors Inc. 0.04% Reduce -2.6% 2,414 $704K
Essex Bank 0.16% No change 2,406 $702K
Rexford Capital Inc. 0.50% Add +1.0% 2,402 $701K
Northcape Wealth Management, LLC 0.19% No change 2,400 $700K
Alhambra Investment Management LLC 0.32% Reduce -1.0% 2,395 $699K
Advyzon Investment Management, LLC 0.06% Add +191.6% 2,391 $698K
Jeppson Wealth Management, LLC 0.22% No change 2,370 $691K
Indivisible Partners 0.06% Add +28.4% 2,354 $686K
Eagle Harbor Asset Management Inc. 0.59% Add +5.8% 2,351 $686K
1620 Investment Advisors, Inc. 0.46% Add +0.3% 2,346 $684K
Summit Financial, LLC 0.01% Reduce -4.3% 2,338 $682K
Measured Wealth Private Client Group, LLC 0.19% Reduce -6.6% 2,332 $680K
Heritage Wealth Management, Inc. 0.34% No change 2,330 $680K
Susquehanna Portfolio Strategies, LLC 0.01% Reduce -65.0% 2,330 $680K
WJ Financial Advisors LLC 0.55% Reduce -0.3% 2,319 $676K
Foundation Resource Management Inc. 0.08% No change 2,315 $675K
LMCG Investments, LLC 0.04% No change 2,315 $675K
Hamel Associates, Inc. 0.19% Add +31.2% 2,314 $675K
Mechanics Bank Trust Department 0.09% Add +21.1% 2,300 $671K
Fortis Group Advisors, LLC 0.11% Add +4.8% 2,195 $670K
Robinswood Financial LLC 0.21% Reduce -1.0% 2,271 $662K
Aprio Wealth Management, LLC 0.04% Add +2.4% 2,264 $660K
OpenArc Corporate Advisory, LLC 0.01% Add +2.8% 2,259 $659K
Sky Investment Group LLC 0.12% No change 2,258 $659K
Bridgewater Advisors Inc. 0.04% Reduce -1.3% 2,224 $656K
Interchange Capital Partners, LLC 0.21% Reduce -8.7% 2,459 $653K
WHI TRUST Co LLC 0.49% No change 2,222 $648K
Steel Grove Capital Advisors, LLC 0.07% Add +0.1% 2,220 $648K
Weik Capital Management 0.26% Reduce -0.7% 2,220 $648K
Sound View Wealth Advisors Group, LLC 0.04% Reduce -1.2% 2,219 $647K
Keystone Financial Group 0.04% Add +4.1% 2,212 $645K
Williams Jones Wealth Management, LLC. 0.01% Reduce -0.1% 2,192 $639K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.02% New 2,188 $638K
City State Bank 0.17% No change 2,186 $638K
State of Wyoming 0.08% Add +42.7% 2,185 $637K
Larson Financial Group LLC 0.02% Reduce -1.0% 2,184 $637K
Banque Transatlantique SA 0.02% New 2,178 $635K
Cornell Pochily Investment Advisors, Inc. 0.18% Add +1.0% 2,152 $628K
SouthState Bank Corp 0.03% Add +1.0% 2,149 $627K
SHP Wealth Management 0.05% Add +4.7% 2,132 $622K
Cigna Investments Inc. 0.10% Reduce -1.7% 2,125 $620K
Financiere des Professionnels - Fonds d'investissement inc. 0.04% No change 2,111 $616K
International Assets Investment Management, LLC 0.04% Add +3.3% 2,117 $615K
Lyell Wealth Management, LP 0.05% Add +62.4% 2,106 $614K
Parkside Financial Bank & Trust 0.05% Add +5.5% 2,104 $614K
Lifeworks Advisors, LLC 0.08% Add +1.1% 2,102 $613K
SBI Okasan Asset Management Co.Ltd. 0.03% New 2,100 $613K
Ledyard National Bank 0.05% Add +0.1% 2,099 $612K
Sax Wealth Advisors, LLC 0.03% Reduce -1.1% 2,110 $612K
Modera Wealth Management, LLC 0.01% Reduce -14.5% 2,077 $606K
Boothbay Fund Management, LLC 0.01% Add +63.3% 2,070 $604K
Florida Trust Wealth Management Co 0.02% No change 2,068 $603K
Moody LYNN Lieberson & Walker, LLC 0.03% Add +0.1% 2,065 $602K
Neo Ivy Capital Management 0.16% New 2,059 $601K
United Capital Management of KS, Inc. 0.09% Add +3.8% 2,058 $600K
Diligent Investors, LLC 0.15% No change 2,056 $600K
Journey Advisory Group, LLC 0.05% Reduce -14.6% 2,045 $596K
Rwa Wealth Partners, LLC 0.01% Add +1.8% 2,037 $594K
Earned Wealth Advisors, LLC 0.04% Add +13.8% 2,034 $593K
PDS Planning, Inc 0.04% Add +2.8% 2,028 $592K
Defined Wealth Management, LLC 0.35% Add +0.6% 2,021 $589K
Bearing Point Capital, LLC 0.09% No change 2,019 $589K
Stokes Family Office, LLC 0.06% Reduce -25.4% 2,017 $588K
Drive Wealth Management, LLC 0.12% Add +13.7% 2,017 $588K
Patrick M Sweeney & Associates, Inc. 0.38% Add +0.8% 2,016 $588K
Parr McKnight Wealth Management Group, LLC 0.08% No change 2,013 $587K
Machina Capital S.A.S. 0.12% Reduce -69.8% 2,008 $586K
Finward Bancorp 0.47% No change 2,000 $583K
Brown Wealth Management, LLC 0.15% Add +1.8% 1,996 $582K
Mark Sheptoff Financial Planning, LLC 0.31% Reduce -4.5% 1,925 $580K
Burns Matteson Capital Management, LLC 0.23% Add +0.3% 1,985 $579K
Farmers Trust Co. 0.09% Reduce -0.1% 1,983 $578K
Schmidt P J Investment Management Inc. 0.10% No change 1,978 $577K
Baader Bank Aktiengesellschaft 0.06% New 2,019 $576K
Aureus Asset Management, LLC 0.04% Reduce -4.1% 1,973 $575K
Mutual Advisors, LLC 0.01% Reduce -3.9% 1,970 $575K
SummitTX Capital, L.P. 0.02% Reduce -84.3% 1,960 $572K
Ponta Wealth Partners, LLC 0.46% Add +3.0% 1,957 $571K
Avantax Planning Partners, Inc. 0.02% Reduce -4.4% 1,950 $569K
Leavell Investment Management, Inc. 0.02% Reduce -10.4% 1,947 $568K
Central Pacific Bank - Trust Division 0.08% Add +40.2% 1,943 $567K
Ameritas Investment Partners, Inc. 0.02% Reduce -2.9% 1,939 $566K
Spinnaker Trust 0.03% Add +1.7% 1,938 $565K
Advisors Capital Management, LLC 0.01% Add +8.2% 1,937 $565K
Moneta Group Investment Advisors LLC 0.00% Reduce -7.3% 1,934 $564K
Marco Investment Management LLC 0.04% Reduce -0.1% 1,929 $563K
Madison Asset Management, LLC 0.01% Reduce -9.6% 1,922 $561K
Cahaba Wealth Management, Inc. 0.04% Add +2.8% 1,911 $557K
Iams Wealth Management, LLC 0.19% Add +60.7% 1,906 $556K
Legacy Financial Advisors, Inc. 0.08% Add +19.8% 1,904 $556K
Appleton Partners Inc. 0.04% Reduce -9.6% 1,904 $555K
LSV Asset Management 0.00% No change 1,900 $554K
Sageworth Trust Co of South Dakota 0.44% Reduce -2.1% 1,893 $552K
Avidian Wealth Enterprises, LLC 0.02% Add +78.3% 1,883 $549K
Affinity Investment Advisors, LLC 0.34% New 1,876 $547K
Peak Asset Management, LLC 0.10% No change 1,869 $545K
Stockman Wealth Management, Inc. 0.06% No change 1,862 $543K
Insigneo Advisory Services, LLC 0.04% Reduce -24.2% 1,854 $541K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.07% Reduce -2.2% 1,851 $540K
Zions Bancorporation, National Association 0.03% Reduce -59.7% 1,849 $539K
Everpar Advisors LLC 0.19% Add +23.0% 1,843 $538K
Northeast Investment Management 0.02% Add +1.8% 1,832 $534K
Modern Wealth Management, LLC 0.01% Add +3.4% 1,832 $532K
Personal Cfo Solutions, LLC 0.07% Add +1.8% 1,822 $532K
Texas Capital Bank Wealth Management Services Inc 0.03% New 1,818 $530K
Southeast Asset Advisors, LLC 0.06% No change 1,800 $525K
Valley Brook Capital Group, Inc. 0.35% Add +2.3% 1,799 $525K
Cidel Asset Management Inc. 0.03% Add +19.1% 1,788 $522K
MidFirst Bank 0.04% New 1,782 $520K
Wesbanco Bank Inc. 0.01% Add +2.1% 1,780 $519K
Knightsbridge Asset Management, LLC 0.07% Add +54.9% 1,770 $516K
Salvus Wealth Management, LLC 0.30% Reduce -24.9% 1,758 $513K
Baron Wealth Management LLC 0.15% Reduce -26.5% 1,755 $512K
SYM FINANCIAL Corp 0.05% Add +1.6% 1,751 $511K
Scotia Capital Inc. 0.00% Reduce -75.7% 1,751 $511K
LBMC Investment Advisors, LLC 0.03% No change 1,750 $510K
Aaron Wealth Advisors LLC 0.03% Add +13.8% 1,746 $509K
Sylvest Advisors, LLC 0.27% No change 1,735 $506K
Opus Capital Group, LLC 0.05% Add +0.8% 1,729 $504K
Pavion Blue Capital, LLC 0.22% No change 1,724 $503K
GeoWealth Management, LLC 0.02% New 1,721 $502K
AdvisorNet Financial, Inc 0.03% Add +2.7% 1,710 $499K
Kenora Financial, LLC 0.17% Add +1.1% 1,706 $498K
Neville Rodie & Shaw Inc. 0.04% No change 1,700 $496K
United Community Bank 0.17% Reduce -16.2% 1,699 $496K
Total Wealth Planning & Management, Inc. 0.39% Reduce -7.2% 1,678 $489K
Centaurus Financial, Inc. 0.02% Reduce -1.5% 1,658 $484K
Nixon Peabody Trust Co. 0.04% No change 1,659 $484K
Burke & Herbert Bank & Trust Co. 0.13% Add +6.1% 1,657 $483K
Bank of Hawaii 0.03% Reduce -11.7% 1,646 $480K
Beverly Hills Private Wealth, LLC 0.08% Reduce -5.4% 1,643 $479K
Canandaigua National Trust Co of Florida 0.38% Reduce -0.2% 1,643 $479K
111 Capital 0.12% Add +33.9% 1,637 $477K
SeaCrest Wealth Management, LLC 0.05% Reduce -2.2% 1,637 $477K
Mountain Pacific Investment Advisers LLC 0.08% Reduce -2.1% 1,635 $477K
MBL Wealth, LLC 0.04% Add +133.1% 1,634 $477K
Donaldson Capital Management, LLC 0.02% Reduce -2.1% 1,629 $475K
Bar Harbor Wealth Management 0.03% No change 1,627 $475K
PEAK6 LLC 0.01% Add +54133.3% 1,627 $475K
Hudson Portfolio Management LLC 0.40% No change 1,617 $472K
Avestar Capital, LLC 0.03% Add +1.3% 1,616 $471K
Cozad Asset Management Inc. 0.04% No change 1,606 $468K
Focus Partners Wealth 0.00% Reduce -79.4% 1,557 $466K
Kestra Investment Management, LLC 0.01% Reduce -30.3% 1,598 $466K
First Foundation Advisors 0.02% Add +128.7% 1,596 $466K
Segment Wealth Management, LLC 0.03% Reduce -10.8% 1,592 $464K
Hamilton Capital Partners Inc. 0.02% Add +42.4% 1,592 $464K
Alerus Financial NA 0.02% New 1,590 $464K
Oberweis Asset Management Inc./ 0.01% Add +0.1% 1,582 $461K
EntryPoint Capital, LLC 0.13% Reduce -55.0% 1,574 $459K
West Family Investments, Inc. 0.16% Reduce -24.5% 1,569 $458K
Cinctive Capital Management LP 0.03% New 1,566 $457K
Busey Bank 0.01% Reduce -8.3% 1,564 $456K
Volterra Technologies LP 0.32% New 1,556 $454K
Optimize Financial Inc. 0.22% Reduce -6.3% 1,555 $454K
Mesirow Financial Investment Management, Inc. 0.01% Add +1.1% 1,554 $453K
AGH Wealth Advisors, LLC 0.33% Reduce -4.8% 1,545 $451K
Integrity Alliance, Llc. 0.02% Add +15.0% 1,545 $451K
Riversedge Advisors, LLC 0.07% Reduce -0.5% 1,545 $451K
Veracity Capital LLC 0.16% Reduce -1.6% 1,542 $450K
Wealthcare Advisory Partners LLC 0.01% Add +5.5% 1,538 $449K
Trust Point Inc. 0.04% Add +35.7% 1,536 $448K
G2 Capital Management, LLC / Oh 0.11% Reduce -0.7% 1,534 $447K
Old Port Advisors 0.10% Add +27.8% 1,533 $447K
Tradewinds Capital Management, LLC 0.09% No change 1,532 $447K
Ascentis Independent Advisors 0.03% Add +49.5% 1,532 $447K
Community Bank, N.A. 0.05% Reduce -1.3% 1,532 $447K
Blake Schutter Theil Wealth Advisors, LLC 0.36% No change 1,531 $447K
Glen Eagle Advisors, LLC 0.06% No change 1,530 $446K
First American Trust, FSB 0.03% Add +1.7% 1,529 $446K
Patten & Patten Inc. 0.03% No change 1,523 $444K
Catalyst Financial Partners LLC 0.05% Add +17.4% 1,523 $444K
Trueblood Wealth Management, LLC 0.17% Add +0.2% 1,520 $443K
4WEALTH Advisors, Inc. 0.38% Reduce -18.8% 1,517 $443K
Supplemental Annuity Collective Trust of NJ 0.12% New 1,510 $440K
Howland Capital Management LLC 0.02% No change 1,509 $440K
Robertson Stephens Wealth Management, LLC 0.01% Add +1.9% 1,503 $438K
Randolph Co Inc 0.04% No change 1,503 $438K
Henrickson Nauta Wealth Advisors, Inc. 0.12% Reduce -34.0% 1,499 $437K
All Terrain Financial Advisors, LLC 0.14% No change 1,495 $436K
Quotient Wealth Partners, LLC 0.01% Reduce -3.7% 1,491 $435K
Somerville Kurt F 0.11% Reduce -5.7% 1,485 $433K
Inscription Capital, LLC 0.05% Add +2.5% 1,480 $432K
UNIVEST FINANCIAL Corp 0.02% Reduce -6.3% 1,471 $429K
Welch Group, LLC 0.02% No change 1,467 $428K
Stegent Equity Advisors, Inc. 0.36% Reduce -35.3% 1,467 $428K
Windsor Capital Management, LLC 0.13% Add +9.5% 1,466 $428K
CSS LLC 0.07% Add +1.4% 1,460 $426K
Turtle Creek Wealth Advisors, LLC 0.03% Add +7.3% 1,451 $423K
Boston Family Office LLC 0.03% Reduce -4.9% 1,450 $423K
Advisor OS, LLC 0.03% Add +2.8% 1,449 $423K
Belleair Asset Management, LLC 0.38% No change 1,447 $422K
Dana Investment Advisors, Inc. 0.01% No change 1,446 $422K
Tiemann Investment Advisors, LLC 0.16% Add +3.6% 1,435 $419K
Savvy Advisors, Inc. 0.01% Reduce -20.9% 1,433 $418K
Karani Asset Management LLC 0.37% New 1,433 $418K
D'Orazio & Associates, Inc. 0.05% Add +0.2% 1,421 $414K
Hickory Point Bank & Trust 0.27% No change 1,420 $414K
Whalerock Point Partners, LLC 0.08% No change 1,420 $414K
Nwam LLC 0.02% Reduce -0.3% 1,418 $414K
WASHINGTON TRUST Co 0.01% Reduce -0.1% 1,418 $413K
Fiduciary Group, LLC 0.04% Reduce -11.2% 1,417 $413K
Flagship Harbor Advisors, LLC 0.02% Reduce -16.8% 1,416 $413K
QTR Family Wealth, LLC 0.17% Add +17.9% 1,378 $413K
Evermay Wealth Management LLC 0.05% Reduce -2.1% 1,415 $413K
ForthRight Wealth Management, LLC 0.12% No change 1,413 $412K
Great Waters Wealth Management 0.04% Add +0.1% 1,411 $412K
Wellington Shields & Co., LLC 0.10% No change 1,408 $411K
MCF Advisors LLC 0.02% Add +492.8% 1,405 $410K
Rothschild Wealth LLC 0.04% New 1,405 $410K
Mitchell Sinkler & Starr 0.19% No change 1,400 $408K
Advus Financial Partners, LLC 0.10% Reduce -0.8% 1,399 $408K
Parcion Private Wealth LLC 0.03% Add +25.5% 1,397 $407K
Pin Oak Investment Advisors Inc. 0.29% Reduce -20.1% 1,395 $407K
Plancorp, LLC 0.01% Reduce -1.0% 1,366 $406K
Aspen Investment Management Inc 0.12% No change 1,388 $405K
Apella Capital, LLC 0.01% Add +51.9% 1,340 $403K
Alpine Bank Wealth Management 0.06% Reduce -0.7% 1,380 $403K
Woodmont Investment Counsel LLC 0.02% Reduce -1.3% 1,379 $402K
Fiduciary Financial Group, LLC 0.05% Reduce -1.2% 1,377 $402K
Atticus Wealth Management, LLC 0.11% Add +0.2% 1,372 $400K
SBI Securities Co., Ltd. 0.01% Add +46.7% 1,369 $399K
Rathbones Group PLC 0.00% No change 1,366 $398K
NBT Bank, N.A. 0.03% Add +1.7% 1,358 $396K
Athena Investment Management 0.20% Reduce -11.9% 1,352 $394K
Milestones Private Investment Advisors LLC 0.35% Reduce -6.3% 1,350 $394K
Simmons Bank 0.03% Reduce -1.6% 1,348 $393K
Csenge Advisory Group 0.02% Add +0.9% 1,342 $391K
Jackson Thornton Wealth Management, LLC 0.04% Reduce -1.2% 1,310 $389K
Forum Financial Management, LP 0.01% Reduce -71.2% 1,334 $389K
Colonial Trust Co / SC 0.05% No change 1,333 $389K
Strategic Financial Services, Inc. 0.02% No change 1,330 $388K
Advisortrust Partners, LLC 0.16% Add +6.0% 1,325 $386K
WealthPlan Investment Management, LLC 0.02% Reduce -2.4% 1,321 $385K
Oakworth Capital, Inc. 0.02% No change 1,307 $381K
Red Door Wealth Management, LLC 0.04% Add +1.0% 1,306 $381K
Maverick Capital 0.00% New 1,305 $381K
Van Strum & Towne Inc. 0.11% No change 1,304 $380K
Somerset Trust Co 0.12% Add +0.3% 1,301 $379K
Core Alternative Capital 0.11% Reduce -2.3% 1,291 $377K
Live Oak Private Wealth LLC 0.05% No change 1,286 $375K
Beaumont Financial Advisors, LLC 0.03% Reduce -5.0% 1,282 $374K
Stratos Wealth Advisors, LLC 0.02% Add +12.4% 1,279 $373K
Root Financial Partners, LLC 0.02% Add +31.3% 1,276 $372K
Financial Engines Advisors L.L.C. 0.00% Reduce -46.9% 1,275 $372K
Allegiance Financial Group Advisory Services LLC 0.07% Add +11.9% 1,264 $369K
Dearborn Partners LLC 0.02% No change 1,263 $368K
Delta Asset Management LLC 0.03% No change 1,263 $368K
Childress Capital Advisors, LLC 0.07% Add +0.2% 1,262 $368K
St Germain D J Co. Inc. 0.01% No change 1,261 $368K
Monument Capital Management 0.09% Reduce -4.0% 1,258 $367K
Bison Wealth, LLC 0.04% Reduce -3.6% 1,241 $366K
Legal Advantage Investments, Inc. 0.19% Reduce -9.1% 1,252 $365K
Strategic Wealth Partners, Ltd. 0.03% Reduce -0.4% 1,250 $365K
Ruggaard & Associates LLC 0.14% Add +5.5% 1,250 $365K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,248 $364K
Private Capital Management, LLC 0.04% No change 1,244 $363K
Abacus Planning Group, Inc. 0.05% Add +37.5% 1,242 $362K
Wealth Architects, LLC 0.03% Reduce -2.1% 1,239 $361K
Jump Financial, LLC 0.01% Reduce -87.6% 1,239 $361K
Syverson Strege & Co 0.09% Reduce -1.3% 1,238 $361K
Flynn Zito Capital Management, LLC 0.12% Add +0.1% 1,237 $361K
Santori & Peters, Inc. 0.11% No change 1,236 $361K
Strong Tower Advisory Services 0.07% Add +24.3% 1,234 $360K
Sage Rhino Capital LLC 0.07% No change 1,234 $360K
Caitlin John, LLC 0.22% Add +2.0% 1,233 $360K
Rehmann Capital Advisory Group 0.02% Add +11.6% 1,228 $358K
One Wealth Advisors, LLC 0.04% No change 1,226 $358K
Greenup Street Wealth Management LLC 0.05% Add +0.9% 1,218 $355K
Breakwater Capital Group 0.05% Add +13.1% 1,216 $355K
Pine Valley Investments Ltd Liability Co 0.02% Add +21.4% 1,214 $354K
Cypress Point Wealth Management, LLC 0.08% New 1,213 $354K
Beese Fulmer Investment Management, Inc. 0.02% New 1,210 $353K
BLB&B Advisors, LLC 0.01% Reduce -2.5% 1,210 $353K
Wealth Effects LLC 0.13% Reduce -1.9% 1,209 $353K
Means Investment Co., Inc. 0.03% Add +0.1% 1,201 $350K
Enhancing Capital LLC 0.26% No change 1,200 $350K
Builder Investment Group Inc. 0.08% No change 1,200 $350K
Mayfair Advisory Group, LLC 0.12% Add +0.2% 1,197 $349K
Inceptionr LLC 0.08% Reduce -82.1% 1,194 $348K
Kintra Wealth, LLC 0.02% New 1,190 $347K
JFS Wealth Advisors, LLC 0.02% Add +0.7% 1,188 $347K
Providence First Trust Co 0.12% New 1,188 $347K
Bridgewealth Advisory Group, LLC 0.07% Add +0.2% 1,187 $346K
Zacks Investment Management 0.00% Reduce -1.8% 1,182 $345K
Cambient Family Office, LLC 0.05% Add +21.6% 1,180 $344K
Advisors Management Group Inc. 0.06% No change 1,178 $343K
CI Investments Inc. 0.00% Add +11.4% 1,175 $343K
Sunbelt Securities, Inc. 0.02% Reduce -3.1% 1,174 $342K
Willner & Heller, LLC 0.26% Add +0.4% 1,174 $342K
Northwest Quadrant Wealth Management, LLC 0.07% Add +0.2% 1,173 $342K
Caldwell Sutter Capital, Inc. 0.14% Reduce -7.0% 1,173 $342K
Medallion Wealth Advisors, LLC 0.11% Reduce -10.5% 1,173 $342K
MKT Advisors LLC 0.11% Reduce -20.6% 1,159 $342K
Onyx Bridge Wealth Group LLC 0.04% Add +0.5% 1,170 $341K
L2 Asset Management, LLC 0.03% Add +5.3% 1,169 $341K
Summit Securities Group LLC 0.17% New 1,166 $340K
Novem Group 0.04% Add +0.3% 1,166 $340K
Bayban 0.29% Add +16.8% 1,163 $339K
Sanchez Levi Garrett 0.21% — 1,162 $339K
Wealthspan Partners, LLC 0.12% No change 1,161 $339K
Caldwell Trust Co 0.03% Add +1.3% 1,161 $339K
First Nebraska Trust Co 0.03% No change 1,155 $337K
Earnest Partners LLC 0.00% Reduce -0.9% 1,155 $337K
SmartHarvest Portfolios, LLC 0.14% Reduce -19.3% 1,149 $335K
Patriot Financial Group Insurance Agency, LLC 0.02% New 1,148 $335K
Accurate Wealth Management, LLC 0.04% Reduce -4.7% 1,127 $335K
Compass Capital Corp. /Ma/ 0.12% Add +2.7% 1,114 $335K
Fi3 FINANCIAL ADVISORS, LLC 0.10% Add +50.3% 1,147 $335K
Keystone Financial Group, Inc. 0.17% Add +0.3% 1,136 $331K
Quent Capital, LLC 0.02% Reduce -6.9% 1,134 $331K
Advisors Asset Management, Inc. 0.01% Reduce -0.2% 1,128 $329K
Larry Mathis Financial Planning, LLC 0.29% Reduce -1.1% 1,125 $328K
Sippican Capital Advisors 0.22% No change 1,125 $328K
Gateway Wealth Partners, LLC 0.01% New 1,125 $328K
Marino, Stram & Associates LLC 0.06% Add +0.3% 1,124 $328K
Focused Wealth Management, Inc 0.03% Add +13.0% 1,120 $327K
SVB Wealth LLC 0.02% Reduce -12.2% 1,119 $326K
Keel Point, LLC 0.02% Reduce -13.4% 1,118 $326K
1900 Wealth Management LLC 0.02% New 1,114 $325K
Worth Asset Management, LLC 0.12% New 1,114 $325K
MFA Wealth Services 0.21% Add +0.3% 1,113 $325K
3Chopt Investment Partners, LLC 0.07% Add +5.1% 1,112 $324K
Florida Financial Advisors, LLC 0.08% Add +25.2% 1,109 $324K
Cornerstone Advisory, LLC 0.03% Add +2.6% 1,110 $324K
First Affirmative Financial Network 0.13% — 1,110 $324K
Westco Advisory Services Inc. 0.21% Add +23.2% 1,109 $323K
Farmers & Merchants Investments Inc. 0.01% No change 1,108 $323K
Cape Ann Savings Bank 0.16% Reduce -4.3% 1,100 $321K
Avior Wealth Management, LLC 0.01% Add +8.0% 1,093 $319K
Centennial Bank 0.11% No change 1,091 $318K
Five Oceans Advisors 0.11% Add +0.2% 1,088 $317K
Keebeck Wealth Management 0.04% New 1,086 $317K
McKinley Carter Wealth Services, Inc. 0.02% Reduce -22.2% 1,084 $316K
Crumly & Associates Inc. 0.07% Add +0.4% 1,082 $316K
Bull Oak Capital, LLC 0.12% New 1,078 $314K
GWN Securities Inc. 0.06% Reduce -0.7% 1,076 $314K
Spectrum Planning & Advisory Services Inc. 0.15% Add +0.6% 1,071 $312K
GenTrust, LLC 0.01% Add +41.6% 1,069 $312K
CRA Financial Services, LLC 0.04% Add +3.7% 1,068 $312K
Key Financial Inc 0.06% Reduce -0.6% 1,065 $311K
Quantum Financial Advisors, LLC 0.03% Add +6.1% 1,064 $310K
Community Financial Services Group, LLC 0.05% New 1,065 $309K
Xxi Wealth, LLC 0.17% Add +14.0% 1,059 $309K
HCR Wealth Advisors 0.03% Add +1.0% 1,057 $308K
Resonant Capital Advisors, LLC 0.02% Add +4.8% 1,053 $307K
C M Bidwell & Associates Ltd. 0.14% Reduce -0.1% 1,049 $306K
DGS Capital Management, LLC 0.05% New 1,048 $306K
Flagship Wealth Advisors, LLC 0.13% Reduce -1.2% 1,140 $305K
Vermillion Wealth Management, Inc. 0.12% Add +2.1% 1,045 $305K
Cary Street Partners Investment Advisory LLC 0.08% Reduce -3.3% 1,041 $304K
Trustmark Bank Trust Department 0.02% Reduce -1.5% 1,041 $304K
Becker Capital Management Inc. 0.01% Reduce -4.3% 1,040 $303K
Dynamic Wealth Strategies, LLC 0.18% Reduce -16.4% 1,040 $303K
Meridian Wealth Management, LLC 0.01% Add +6.2% 1,035 $302K
Prosperity Consulting Group, LLC 0.01% Reduce -9.8% 1,035 $302K
Citizens National Bank Trust Department 0.05% No change 1,034 $302K
Sagewood Asset Management LP 0.09% Reduce -16.5% 1,033 $301K
Obermeyer Wealth Partners 0.01% Reduce -1.0% 1,033 $301K
J. Safra Sarasin Holding AG 0.01% Add +6.1% 1,031 $301K
Exencial Wealth Advisors, LLC 0.01% Add +17.4% 1,028 $300K
Valmark Advisers, Inc. 0.00% Reduce -9.0% 1,026 $299K
Optas, LLC 0.05% Add +17.9% 1,025 $299K
KFA Private Wealth Group, LLC 0.07% Add +0.2% 1,024 $299K
Phillips Financial Management, LLC 0.02% Add +0.2% 1,024 $299K
Shulman DeMeo Asset Management LLC 0.06% New 1,024 $299K
TMB Capital Partners, LLC 0.10% Reduce -5.7% 1,022 $298K
Jackson Creek Investment Advisors LLC 0.09% Reduce -2.5% 1,021 $298K
Dunhill Financial, LLC 0.07% Reduce -1.1% 1,021 $298K
Winning Points Advisors, LLC 0.30% Reduce -3.3% 1,021 $298K
Edmond DE Rothschild Holding S.A. 0.00% No change 1,021 $298K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.07% Reduce -1.0% 1,019 $297K
Trilogy Capital Inc. 0.01% Add +3.3% 1,018 $297K
Charles Schwab Trust Co 0.02% Add +1.8% 1,018 $297K
71 West Capital Partners 0.01% Add +21.1% 1,016 $296K
Manchester Capital Management LLC 0.04% Reduce -1.1% 1,015 $296K
Crews Bank & Trust 0.04% No change 1,014 $296K
Vision Capital Management, Inc. 0.04% No change 1,013 $295K
Renaissance Group LLC 0.01% Reduce -23.9% 1,010 $295K
Templeton & Phillips Capital Management, LLC 0.24% No change 1,005 $293K
Sovereign Financial Group, Inc. 0.05% Add +1.9% 1,005 $293K
Marietta Wealth Management, LLC 0.03% No change 1,005 $293K
Prostatis Group LLC 0.07% Reduce -4.7% 1,004 $293K
Oslo Pensjonsforsikring AS 0.05% — 1,004 $293K
CrossGen Wealth, LLC 0.26% No change 1,000 $292K
Red Wave Investments LLC 0.09% No change 1,000 $292K
Legacy Trust 0.06% No change 1,000 $292K
Mill Capital Management, LLC 0.02% No change 1,000 $292K
Sageworth Trust Co 0.01% No change 998 $291K
Financial Council, LLC 0.11% No change 994 $290K
Global Strategic Investment Solutions, LLC 0.03% Add +0.8% 993 $290K
BankPlus Trust Department 0.08% Add +32.3% 992 $289K
Sawgrass Asset Management LLC 0.04% Reduce -8.5% 992 $289K
Magnus Financial Group LLC 0.02% Reduce -7.8% 988 $288K
Everhart Financial Group, Inc. 0.02% Add +39.5% 988 $288K
StoneX Group Inc. 0.02% Reduce -65.8% 984 $287K
Confluence Wealth Services, Inc. 0.01% Reduce -9.8% 981 $286K
Stevens Capital Management LP 0.04% New 980 $286K
Sfmg, LLC 0.02% Add +0.1% 981 $286K
RFG Advisory, LLC 0.01% Add +0.8% 980 $286K
Wedgewood Investors Inc. 0.33% No change 980 $286K
Angeles Wealth Management, LLC 0.02% Add +11.7% 974 $284K
Baxter Bros Inc. 0.04% No change 971 $283K
Lanark Financial, Inc. 0.02% Reduce -1.4% 971 $283K
Quarry LP 0.06% Add +1574.1% 971 $283K
Ti-Trust, Inc. 0.17% No change 970 $283K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +1.4% 969 $283K
Lebenthal Global Advisors, LLC 0.04% Add +8.3% 968 $282K
New Wave Wealth Advisors LLC 0.10% Add +3.3% 967 $282K
Tortoise Investment Management, LLC 0.02% Reduce -8.6% 964 $281K
Voya Financial Advisors, Inc. 0.03% Add +3.5% 985 $281K
Legacy Edge Advisors, LLC 0.03% Reduce -1.0% 959 $280K
United Advisor Group, LLC 0.03% Reduce -1.5% 958 $280K
McLean Asset Management Corp 0.05% Reduce -4.3% 957 $279K
Kelly Financial Group LLC 0.07% Reduce -0.3% 956 $279K
Texas Yale Capital Corp. 0.01% Add +11.7% 956 $279K
Blume Capital Management, Inc. 0.05% Reduce -5.0% 950 $277K
SageView Advisory Group, LLC 0.01% Add +0.5% 948 $277K
Quantessence Capital LLC 1.35% New 948 $277K
Edmp, Inc. 0.22% No change 945 $276K
Smith, Moore & Co. 0.02% No change 945 $276K
Brendel Financial Advisors LLC 0.14% No change 944 $275K
Global Financial Private Client, LLC 0.09% Add +4.9% 944 $275K
Advisory Alpha, LLC 0.01% Reduce -16.3% 939 $274K
Penn Davis McFarland Inc. 0.03% No change 933 $272K
FORM Wealth Advisors, LLC 0.03% No change 930 $271K
BNC Wealth Management, LLC 0.07% Add +0.2% 925 $270K
DiPaolo Financial Group, Inc. 0.20% Reduce -8.4% 923 $269K
Balboa Wealth Partners 0.05% Reduce -36.0% 923 $269K
Madrona Financial Services, LLC 0.06% Add +0.8% 917 $267K
Ashton Thomas Securities, LLC 0.03% No change 917 $267K
Abel Hall, LLC 0.06% New 915 $267K
Elgethun Capital Management 0.04% No change 910 $266K
Narus Financial Partners, LLC 0.07% No change 910 $265K
Bfsg, LLC 0.03% Reduce -39.1% 910 $265K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 910 $265K
Portside Wealth Group, LLC 0.04% Reduce -13.6% 908 $265K
Bragg Financial Advisors, Inc 0.01% Reduce -8.5% 908 $265K
United Asset Strategies, Inc. 0.02% Reduce -4.9% 907 $264K
MASTERINVEST Kapitalanlage GmbH 0.03% No change 906 $264K
Ellevest, Inc. 0.04% Add +6.3% 905 $264K
Investment Research Partners LLC 0.11% Reduce -0.6% 904 $264K
waypoint wealth counsel 0.14% Reduce -6.1% 903 $263K
Caerus Investment Advisors, LLC 0.11% Reduce -27.2% 900 $263K
Naviter Wealth, LLC 0.03% Add +2.2% 895 $261K
Barnes Wealth Management Group, Inc 0.13% No change 893 $260K
Gladstone Institutional Advisory LLC 0.01% Reduce -7.1% 892 $260K
Chilton Investment Co. Inc. 0.01% Reduce -90.9% 892 $260K
Global Assets Advisory, LLC 0.07% Add +0.8% 887 $259K
Headlands Technologies LLC 0.03% New 886 $258K
Facet Wealth, Inc. 0.00% New 886 $258K
Mission Creek Capital Partners, Inc. 0.05% New 883 $258K
Waterloo Capital, L.P. 0.02% Reduce -3.6% 880 $257K
Legacy Private Trust Co. 0.02% No change 880 $257K
McAdam, LLC 0.01% Reduce -0.1% 880 $257K
Thompson Siegel & Walmsley LLC 0.00% Add +13.2% 873 $255K
Beacon Investment Advisory Services, Inc. 0.01% Reduce -15.8% 874 $255K
Diversified Enterprises, LLC 0.01% Add +7.0% 872 $254K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +1.0% 872 $254K
Westmount Partners, LLC 0.06% Add +0.1% 869 $254K
Valtinson Bruner Financial Planning LLC 0.07% No change 869 $254K
Berman McAleer LLC 0.03% Add +1.9% 864 $252K
Intrua Financial, LLC 0.03% No change 864 $252K
Altfest L J & Co. Inc. 0.03% Reduce -1.8% 862 $251K
Blalock Williams, LLC 0.19% Reduce -4.4% 862 $251K
Howard Financial Services, LTD. 0.03% Add +15.2% 862 $251K
Spirepoint Private Client, LLC 0.02% Reduce -1.9% 861 $251K
Holland Advisory Services, Inc. 0.34% New 860 $251K
Next Capital Management LLC 0.08% Reduce -14.4% 860 $251K
Ironwood Financial, llc 0.04% No change 860 $251K
Rockland Trust Co. 0.01% No change 859 $251K
Fiera Capital Corp 0.00% No change 857 $250K
Hudson Value Partners, LLC 0.07% No change 856 $250K
Nestegg Advisors, Inc. 0.22% Reduce -29.0% 854 $249K
Kera Capital Partners, Inc. 0.03% Add +21.2% 853 $249K
Canvas Wealth Advisors, LLC 0.04% Reduce -12.1% 848 $247K
W1M Asset Management Ltd 0.00% Reduce -6.6% 848 $247K
Fiduciary Alliance LLC 0.01% Reduce -6.1% 826 $247K
American Trust 0.02% Reduce -3.5% 847 $247K
Sapient Capital LLC 0.00% New 847 $247K
Warren Street Wealth Advisors, LLC 0.06% New 846 $247K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Add +0.1% 844 $246K
Patton Fund Management, Inc. 0.04% Add +8.9% 842 $246K
Pettyjohn, Wood & White, Inc. 0.04% No change 842 $246K
Members Trust Co 0.01% No change 842 $246K
Brian Low Financial Group, LLC 0.17% No change 840 $245K
DV Trading LLC 0.02% New 840 $245K
Sloy Dahl & Holst, LLC 0.03% No change 839 $245K
Central Valley Advisors, LLC 0.07% Add +0.1% 839 $245K
Carr Financial Group Corp 0.06% Add +0.6% 838 $244K
E Fund Management Co., Ltd. 0.01% — 834 $243K
CreativeOne Wealth, LLC 0.01% Reduce -27.8% 833 $243K
Winthrop Advisory Group LLC 0.02% Add +0.5% 830 $242K
Penserra Capital Management LLC 0.00% Add +2.0% 833 $242K
Alta Advisers Ltd 0.09% No change 825 $241K
Basecamp Wealth Advisors LLC 0.05% Add +3.4% 821 $239K
Wayfinding Financial, LLC 0.10% Add +3.4% 822 $239K
Castle Rock Wealth Management, LLC 0.05% Add +3.4% 811 $239K
Fort Point Capital Partners LLC 0.03% Reduce -35.9% 817 $238K
FourThought Financial Partners, LLC 0.02% Reduce -12.8% 816 $238K
Cahill Financial Advisors Inc. 0.03% No change 816 $238K
Symphony Financial, Ltd. Co. 0.03% New 816 $238K
Horizons Wealth Management 0.16% No change 812 $237K
Walker Asset Management, LLC 0.13% No change 812 $237K
Lombard Odier Asset Management (USA) Corp 0.18% New 811 $237K
Peachtree Investment Partners, LLC 0.09% Add +3.3% 809 $236K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.08% No change 808 $236K
Briggs Wealth Management, Inc 0.25% No change 807 $235K
MRP Capital Investments, LLC 0.20% No change 805 $235K
Mayflower Financial Advisors, LLC 0.03% Add +1.1% 805 $235K
Global View Capital Management LLC 0.06% Reduce -47.4% 801 $234K
Paces Ferry Wealth Advisors, LLC 0.10% Reduce -3.1% 800 $233K
First Community Trust NA 0.17% No change 800 $233K
Security National Bank of So Dak 0.11% No change 800 $233K
Home Federal Bank of Tennessee 0.06% New 800 $233K
EagleClaw Capital Managment, LLC 0.03% Reduce -30.2% 800 $233K
Oarsman Capital, Inc. 0.03% No change 800 $233K
Blueshift Asset Management, LLC 0.07% New 797 $232K
Curated Wealth Partners LLC 0.03% Add +12.8% 796 $232K
Torrey Growth & Income Advisors 0.10% No change 800 $232K
CNB Bank 0.10% No change 794 $232K
Salem Investment Counselors Inc. 0.01% No change 794 $232K
Pflug Koory, LLC 0.11% No change 792 $231K
Relyea Zuckerberg Hanson LLC 0.02% New 790 $230K
Mowery & Schoenfeld Wealth Management, LLC 0.35% Reduce -5.5% 790 $230K
Asset Allocation & Management Company, LLC 0.09% No change 790 $230K
New England Research & Management, Inc. 0.10% No change 787 $230K
FSM Wealth Advisors, LLC 0.03% Add +3.6% 785 $229K
Bell Bank 0.01% Add +0.3% 782 $228K
First Citizens Bank & Trust Co. 0.00% New 782 $228K
Auxano Advisors, LLC 0.05% Add +0.3% 778 $227K
Payne Capital Management, LLC 0.07% No change 778 $227K
Emerald Advisors, LLC 0.03% No change 775 $226K
TRB Wealth Management, LLC 0.03% — 774 $226K
Exchange Bank 0.16% No change 773 $225K
Allegheny Financial Group 0.03% Add +4.0% 772 $225K
bLong Financial, LLC 0.17% Reduce -6.1% 770 $225K
Founders Financial Alliance, LLC 0.04% Reduce -7.3% 764 $223K
Norden Group LLC 0.02% No change 763 $223K
JGP Wealth Management, LLC 0.02% No change 763 $223K
IVC Wealth Advisors LLC 0.10% Add +1.6% 763 $223K
Signature Wealth Management Partners, LLC 0.11% No change 763 $223K
Highland Capital Management, LLC 0.01% Reduce -16.4% 762 $222K
CVA Family Office, LLC 0.02% Add +73.0% 761 $222K
Adamsbrown Wealth Consultants LLC 0.06% New 758 $221K
Thrive Wealth Management, LLC 0.03% Reduce -0.7% 756 $221K
Courage Miller Partners, LLC 0.06% No change 755 $220K
Fielder Capital Group LLC 0.05% New 755 $220K
Catalina Capital Group, LLC 0.13% Add +0.7% 754 $220K
FJ Capital Management LLC 0.02% New 754 $220K
Strathmore Capital Advisors, Inc. 0.06% New 725 $219K
Odyssean, LLC 0.08% New 752 $219K
Simplicity Wealth,LLC 0.01% New 750 $219K
Kure Advisory, LLC 0.12% No change 749 $218K
Cornerstone Advisors Asset Management, LLC 0.03% No change 746 $218K
Parisi Gray Wealth Management 0.05% Add +0.3% 746 $218K
Members Wealth LLC 0.13% Add +0.1% 721 $218K
Silverlake Wealth Management LLC 0.05% No change 745 $217K
Certuity, LLC 0.01% New 745 $217K
Howard Capital Management, LLC 0.00% Reduce -49.5% 744 $217K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +4.3% 730 $217K
Vicus Capital 0.02% Reduce -1.2% 744 $217K
Kovack Advisors, Inc. 0.01% New 742 $216K
Allen Capital Group, LLC 0.02% Add +6.0% 741 $216K
DB&C Advisors, LLC 0.28% No change 740 $216K
Defiance ETFs, LLC 0.00% New 739 $216K
Wick Capital Partners, LLC 0.04% New 739 $215K
Milestone Asset Management Group, LLC 0.13% Reduce -13.8% 736 $215K
Maimon Wealth Management LTD. 0.19% No change 734 $214K
Tranquility Partners, LLC 0.08% No change 734 $214K
Valley National Advisers Inc. 0.03% Add +1.8% 736 $214K
MTM Investment Management, LLC 0.07% No change 732 $214K
Versant Capital Management, Inc 0.02% Add +22.2% 732 $214K
Cassaday & Co Wealth Management LLC 0.00% Add +0.6% 731 $213K
One Capital Management, LLC 0.01% Reduce -19.3% 728 $212K
Douglas Lane & Associates, LLC 0.00% No change 728 $212K
Ames National Corp. 0.13% Reduce -88.0% 726 $212K
WealthTrust Axiom LLC 0.05% Add +0.1% 725 $212K
Constant Guidance Financial LLC 0.15% No change 725 $211K
Alteri Wealth LLC 0.07% Add +0.3% 725 $211K
First Financial Bank - Trust Division 0.02% Reduce -7.3% 724 $211K
Mystic Asset Management, Inc. 0.05% No change 724 $211K
Family Manage LLC 0.03% New 724 $211K
Hudson Bay Capital Management LP 0.00% Reduce -97.2% 720 $210K
Deseret Mutual Benefit Administrators 0.07% Add +79.3% 717 $209K
Pettee Investors, Inc. 0.11% New 680 $207K
Moss Adams Wealth Advisors LLC 0.02% New 711 $207K
Peoples Bank 0.13% Reduce -0.4% 709 $207K
Sargent Investment Group, LLC 0.03% New 705 $206K
Grove Bank & Trust 0.02% Add +1.0% 702 $205K
Ipswich Investment Management Co., Inc. 0.05% No change 701 $204K
Range Advisory, LLC 0.04% New 701 $204K
Pine Haven Investment Counsel, Inc 0.15% No change 700 $204K
Salzhauer Michael 0.10% No change 700 $204K
Herold Advisors, Inc. 0.04% No change 700 $204K
Sandhill Capital Partners LLC 0.02% Reduce -1.4% 700 $204K
Cohen & Steers, Inc. 0.00% New 700 $204K
Enterprise Financial Services Corp 0.10% New 699 $204K
Rodgers Brothers Inc. 0.02% No change 699 $204K
New Republic Capital, LLC 0.07% Reduce -32.1% 699 $204K
Chesley Taft & Associates LLC 0.01% Add +0.4% 697 $203K
Revolve Wealth Partners, LLC 0.03% Reduce -13.2% 696 $203K
TCV Trust & Wealth Management, Inc. 0.02% Add +41.5% 696 $203K
Element Wealth, LLC 0.08% New 692 $202K
CMG Global Holdings, LLC 0.10% No change 692 $202K
Clear Wave Wealth Management LLC 0.05% — 692 $202K
Howard Capital Management Group, LLC 0.01% No change 692 $202K
Stonebridge Financial Group, LLC 0.02% New 691 $202K
Bensler, LLC 0.02% Reduce -1.7% 688 $201K
First Interstate Bank 0.01% Reduce -0.7% 686 $200K
OneAscent Financial Services LLC 0.01% New 686 $200K
Fairscale Capital, LLC 0.14% No change 679 $198K
Harbor Investment Advisory, LLC 0.02% Reduce -8.5% 668 $195K
Jackson, Grant Investment Advisers, Inc. 0.06% Add +0.1% 652 $190K
Clean Yield Group 0.05% Reduce -3.1% 650 $190K
Cromwell Holdings LLC 0.10% No change 631 $184K
Adirondack Trust Co. 0.06% No change 630 $184K
Legacies Wealth LLC 0.12% No change 628 $183K
McMillan Office, Inc. 0.02% No change 625 $182K
Hilltop National Bank 0.04% No change 612 $179K
CYBER HORNET ETFs LLC 0.11% Reduce -6.7% 612 $178K
Investors Research Corp 0.03% Reduce -12.5% 600 $175K
Spurstone Advisory Services, LLC 2.98% No change 596 $174K
MV Capital Management, Inc. 0.02% Reduce -10.4% 591 $172K
Strategic Investment Advisors / MI 0.01% New 590 $172K
Bruce G. Allen Investments, LLC 0.11% Reduce -6.0% 580 $169K
Tompkins Financial Corp. 0.01% Reduce -7.9% 573 $167K
Estabrook Capital Management 0.02% No change 560 $163K
Munich Reinsurance Co Stock Corp in Munich 0.00% Reduce -95.9% 545 $159K
CGC Financial Services, LLC 0.05% No change 536 $156K
Addison Advisors LLC 0.03% Add +11.7% 535 $156K
Beaird Harris Wealth Management, LLC 0.01% Reduce -2.0% 527 $154K
Meramec Financial Planners, LLC 0.06% Reduce -0.6% 500 $150K
SRH Advisors, LLC 0.04% No change 515 $150K
Indiana Trust & Investment Management Co 0.05% No change 507 $148K
Hager Investment Management Services, LLC 0.08% No change 500 $146K
Tanglewood Legacy Advisors, LLC 0.05% No change 500 $146K
Evelyn Partners Investment Management LLP 0.00% No change 500 $146K
Smallwood Wealth Investment Management, LLC 0.08% Reduce -4.6% 499 $146K
Prestige Wealth Management Group LLC 0.03% Reduce -13.0% 497 $145K
True Wealth Design, LLC 0.04% Add +23.7% 490 $143K
Leonteq Securities AG 0.01% Add +116.8% 490 $143K
Covestor Ltd 0.10% Reduce -64.1% 482 $141K
Financial Perspectives, Inc 0.04% Add +26.3% 480 $140K
Catalyst Capital Advisors LLC 0.00% New 475 $139K
S.A. Mason LLC 0.05% No change 474 $138K
AlphaCentric Advisors LLC 0.14% Add +5.9% 468 $137K
Financial Freedom, LLC 0.07% No change 465 $136K
Golden State Wealth Management, LLC 0.01% Add +13.0% 452 $132K
Frazier Financial Advisors, LLC 0.07% Reduce -0.9% 428 $125K
Burk Holdings LLC 0.05% New 414 $121K
Bravera Wealth 0.05% No change 410 $120K
Financial Consulate, Inc. 0.01% Add +7.5% 400 $117K
Duncker Streett & Co. Inc. 0.02% Add +167.8% 399 $116K
Washington Trust Advisors, Inc. 0.01% Add +0.5% 398 $116K
Crewe Advisors LLC 0.01% Add +2.7% 384 $112K
City Holding Co. 0.01% No change 381 $111K
Harvest Fund Management Co., Ltd 0.00% Reduce -76.1% 382 $111K
Valued Wealth Advisors LLC 0.04% Add +2.8% 373 $109K
Strive Financial Group ,LLC 0.06% No change 369 $108K
Motco 0.01% Reduce -4.7% 369 $108K
Financial Life Planners 0.08% New 360 $105K
First United Bank & Trust 0.03% No change 359 $105K
North Star Investment Management Corp. 0.01% Reduce -1.1% 358 $104K
Generali Investments, Management Co LLC 0.02% Reduce -49.9% 356 $104K
Bangor Savings Bank 0.01% No change 356 $104K
Trifecta Capital Advisors, LLC 0.02% Reduce -12.5% 350 $102K
JPL Wealth Management, LLC 0.02% New 347 $101K
Ares Financial Consulting, LLC 0.08% Add +76.9% 345 $100K
CKW Financial Group 0.01% No change 344 $100K
VSM Wealth Advisory, LLC 0.03% Add +43.6% 336 $98K
IMA Advisory Services, Inc. 0.01% Add +1.2% 331 $97K
Albion Financial Group 0.01% Add +4.8% 324 $95K
Pacifica Partners Inc. 0.03% New 322 $94K
Brown, Lisle/Cummings, Inc. 0.02% No change 321 $94K
Peoples Financial Services Corp. 0.04% No change 309 $90K
Capital Advisors, Ltd. LLC 0.01% Reduce -3.1% 308 $90K
TOWER TRUST & INVESTMENT Co 0.06% No change 308 $90K
Private Wealth Management Group, LLC 0.02% Add +48.8% 305 $89K
Main Street Group, LTD 0.03% New 304 $89K
First Command Advisory Services, Inc. 0.00% Add +42.7% 304 $89K
WPG Advisers, LLC 0.06% Reduce -11.5% 301 $88K
First Financial Corp. 0.03% Reduce -14.5% 300 $88K
Southern Michigan Bank & Trust 0.03% — 300 $88K
SJS Investment Consulting Inc. 0.01% Add +70.9% 299 $87K
Murphy & Mullick Capital Management Corp 0.06% No change 295 $86K
Coastline Trust Co 0.01% No change 285 $83K
IMG Wealth Management, Inc. 0.05% Add +2.9% 284 $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
Blueline Advisors LLC 0.06% No change 272 $79K
Miller Capital Partners, Inc. 0.04% No change 267 $78K
Triumph Capital Management 0.02% Add +2.3% 266 $78K
Monetary Management Group Inc. 0.02% No change 251 $73K
Battery Global Advisors, LLC 0.04% Reduce -1.6% 250 $73K
Independence Bank of Kentucky 0.01% Reduce -2.8% 247 $72K
Keating Financial Advisory Services, Inc. 0.01% Add +19.6% 244 $71K
Physician Wealth Advisors, Inc. 0.01% Add +8.1% 239 $70K
Fortitude Family Office, LLC 0.02% Add +68.8% 238 $69K
Creative Financial Designs Inc. 0.00% Reduce -17.7% 237 $69K
Hilton Head Capital Partners, LLC 0.04% No change 235 $69K
Bell Investment Advisors, Inc 0.01% Reduce -0.8% 234 $68K
Twin Peaks Wealth Advisors, LLC 0.02% New 229 $67K
Sit Investment Associates Inc. 0.00% No change 226 $66K
Cornerstone Financial Management LLC 0.06% Reduce -1.3% 226 $66K
Country Trust Bank 0.00% No change 225 $66K
Wilkerson Advisory Group LLC 0.02% Add +83.3% 220 $64K
Bogart Wealth, LLC 0.00% Add +4.9% 214 $62K
Nemes Rush Group LLC 0.01% No change 209 $61K
Opal Wealth Advisors, LLC 0.01% New 209 $61K
Cornerstone Planning Group LLC 0.01% Add +9.7% 203 $61K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -19.1% 208 $61K
Sound Income Strategies, LLC 0.00% Add +2.5% 209 $61K
Vanguard National Trust Co 0.00% — 206 $60K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Reduce -21.1% 205 $60K
Knights of Columbus Asset Advisors LLC 0.00% No change 200 $58K
Vestor Capital, LLC 0.00% Reduce -84.8% 200 $58K
Strategic Investment Solutions, Inc. 0.01% Add +2.1% 196 $57K
Heritage Wealth Advisors 0.00% Reduce -11.4% 194 $57K
Wealth Preservation Advisors, LLC 0.05% Add +193.8% 191 $56K
Salomon & Ludwin, LLC 0.01% Reduce -22.5% 189 $56K
McIlrath & Eck, LLC 0.00% Reduce -6.0% 188 $55K
Asset Planning,Inc 0.04% No change 184 $54K
Kennebec Savings Bank 0.05% No change 179 $52K
Wolff Wiese Magana LLC 0.03% Reduce -16.0% 178 $52K
Toth Financial Advisory Corp. 0.01% No change 178 $52K
Napier Financial, LLC 0.01% New 175 $51K
GW&K Investment Management, LLC 0.00% Add +6.7% 176 $51K
Trust Co 0.00% No change 172 $50K
Westside Investment Management, Inc. 0.01% Reduce -45.1% 168 $49K
Ogorek Anthony Joseph /NY/ 0.01% No change 169 $49K
Cedar Mountain Advisors, LLC 0.01% Add +18.6% 166 $48K
Fourth Dimension Wealth, LLC 0.02% No change 165 $48K
High Point Wealth Management, LLC 0.05% No change 162 $47K
Park Place Capital Corp 0.01% Reduce -1.2% 160 $47K
Colonial Trust Advisors 0.00% No change 160 $47K
PlanVest Financial, Inc 0.04% — 159 $46K
Activest Wealth Management 0.01% Add +125.7% 158 $46K
Piscataqua Savings Bank 0.03% Reduce -27.5% 158 $46K
Sarver Vrooman Wealth Advisors 0.03% Add +5.5% 153 $45K
Wall Street Financial Group, Inc. 0.03% New 151 $44K
American Capital Advisory, LLC 0.02% Add +0.7% 151 $44K
Walsh & Associates, LLC 0.04% No change 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
American National Bank & Trust 0.00% No change 141 $41K
Y.D. More Investments Ltd 0.00% Reduce -14.3% 138 $40K
Millstone Evans Group, LLC 0.02% No change 133 $39K
Walleye Capital LLC 0.00% Add +13200.0% 133 $39K
Harbor Asset Planning, Inc. 0.03% No change 130 $38K
Hughes Financial Services, LLC 0.01% Add +1.6% 128 $37K
NFSG Corp 0.01% Add +1311.1% 127 $37K
Magnolia Wealth Management, LLC 0.02% New 126 $37K
Clear Investment Research, LLC 0.06% New 125 $36K
Vision Retirement, LLC 0.01% No change 125 $36K
YANKCOM Partnership 0.01% No change 121 $35K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -40.1% 121 $35K
Nalls Sherbakoff Group, LLC 0.03% No change 120 $35K
Innovative Asset Advisors Group, LLC 0.02% — 120 $35K
Nova Wealth Management, Inc. 0.02% No change 119 $35K
Clayton Financial Group LLC 0.02% Reduce -17.7% 116 $34K
Abound Wealth Management 0.01% Add +22.6% 114 $33K
New England Capital Financial Advisors LLC 0.01% No change 110 $32K
Luken Investment Analytics, LLC 0.01% Reduce -1.9% 106 $31K
DHJJ Financial Advisors, Ltd. 0.01% Add +40.0% 105 $31K
Quaker Wealth Management, LLC 0.01% Add +1.0% 104 $30K
Birchbrook, Inc. 0.01% No change 100 $29K
Greykasell Wealth Strategies, Inc. 0.01% No change 100 $29K
ESL Trust Services, LLC 0.01% No change 100 $29K
Lavaca Capital LLC 0.01% No change 100 $29K
RHL Group, LLC 0.02% New 98 $29K
Gill Capital Partners, LLC 0.01% New 98 $29K
Plante Moran Financial Advisors, LLC 0.00% Reduce -92.3% 97 $28K
Entrust Financial LLC 0.02% Reduce -13.0% 94 $27K
Sachetta, LLC 0.01% Add +28.2% 91 $27K
Delos Wealth Advisors, LLC 0.02% Reduce -9.0% 91 $27K
Red Tortoise LLC 0.01% No change 91 $26K
Torren Management, LLC 0.01% Reduce -74.8% 90 $26K
Whipplewood Advisors, LLC 0.01% New 90 $26K
Mascoma Wealth Management LLC 0.01% Reduce -2.2% 88 $26K
Kemnay Advisory Services Inc. 0.00% Reduce -1.1% 87 $25K
Financial Management Professionals, Inc. 0.00% No change 87 $25K
HHM Wealth Advisors, LLC 0.00% Add +145.7% 86 $25K
Highline Wealth Partners LLC 0.01% Add +5.1% 83 $24K
Swiss Re Ltd. 0.14% No change 80 $23K
Key Capital Management, INC 0.02% No change 80 $23K
Basepoint Wealth LLC 0.01% Add +1.3% 80 $23K
Timothy G. Youngquist 2020 Irrevocable Trust 0.01% New 79 $23K
Kilter Group LLC 0.01% Add +26.7% 76 $22K
Towne Trust Company, N.A 0.01% No change 73 $21K
Ballast Advisors LLC 0.01% New 73 $21K
SOA Wealth Advisors, LLC. 0.00% Reduce -39.5% 72 $21K
True Link Financial Advisors, LLC 0.00% New 72 $21K
IFS Advisors, LLC 0.01% No change 69 $20K
Destiny Wealth Partners, LLC 0.00% New 68 $20K
Barnes Dennig Private Wealth Management LLC 0.02% No change 67 $20K
Armstrong Advisory Group, Inc. 0.00% No change 67 $20K
WealthCollab, LLC 0.01% No change 65 $19K
Raffa Wealth Management, LLC 0.00% Add +6.6% 65 $19K
Scarborough Advisors, LLC 0.00% No change 65 $19K
Comprehensive Financial Planning, Inc. 0.01% No change 64 $19K
Truvestments Capital LLC 0.00% No change 62 $18K
EFG International AG 0.00% New 61 $18K
Rossby Financial, LCC 0.00% Add +103.3% 61 $18K
Westfuller Advisors, LLC 0.01% No change 60 $18K
Sfam, LLC 0.02% No change 60 $18K
Avion Wealth 0.00% Add +37.2% 59 $17K
Prudent Man Investment Management, Inc. 0.01% No change 58 $17K
United Financial Planning Group LLC 0.01% Add +52.8% 55 $16K
Strengthening Families & Communities, LLC 0.00% No change 55 $16K
West Branch Capital LLC 0.00% No change 54 $16K
Ameriflex Group, Inc. 0.01% No change 53 $16K
RMG Wealth Management LLC 0.00% No change 52 $15K
Costello Asset Management, INC 0.01% No change 53 $15K
Rialto Wealth Management, LLC 0.00% Add +13.0% 52 $15K
Signature Equity Partners, LLC 0.01% Reduce -3.8% 51 $15K
Morse Asset Management, Inc 0.00% Reduce -3.8% 51 $15K
Miller Global Investments, LLC 0.01% No change 50 $15K
Rosenberg Matthew Hamilton 0.00% No change 50 $15K
Wealth Enhancement Trust Services, Inc. 0.00% Reduce -21.9% 50 $15K
Accordant Advisory Group Inc 0.01% Add +71.4% 48 $14K
Cranbrook Wealth Management, LLC 0.00% No change 46 $13K
Clearstead Trust, LLC 0.00% No change 46 $13K
N.E.W. Advisory Services LLC 0.00% No change 46 $13K
Center for Financial Planning, Inc. 0.00% No change 45 $13K
Proathlete Wealth Management LLC 0.00% No change 43 $13K
KERR FINANCIAL PLANNING Corp 0.01% No change 40 $12K
Elevated Capital Advisors, LLC 0.00% No change 42 $12K
Meeder Asset Management Inc. 0.00% Reduce -28.8% 42 $12K
Archer Investment Corp 0.00% No change 41 $12K
Bay Harbor Wealth Management, LLC 0.00% Add +28.1% 41 $12K
Chung Wu Investment Group, LLC 0.01% No change 40 $12K
E Fund Management (Hong Kong) Co., Ltd. 0.01% Add +1900.0% 40 $12K
Missouri Trust & Investment Co 0.00% Reduce -11.1% 40 $12K
Intentional Wealth Strategies, LLC 0.01% — 39 $11K
Joseph Group Capital Management 0.00% Add +34.5% 39 $11K
DiNuzzo Private Wealth, Inc. 0.00% No change 39 $11K
Dogwood Wealth Management LLC 0.00% No change 38 $11K
McGuire Capital Advisors Inc. 0.01% Reduce -14.6% 35 $10K
Your Advocates Ltd., LLP 0.00% No change 35 $10K
Capital Analysts, LLC 0.00% No change 36 $10K
Raleigh Capital Management Inc. 0.00% New 34 $10K
TD Capital Management LLC 0.00% No change 31 $9K
Bare Financial Services, Inc 0.00% Add +45.0% 29 $8K
Evelyn Partners Asset Management Ltd 0.00% No change 29 $8K
Proffitt & Goodson Inc. 0.00% No change 29 $8K
Marquette Asset Management, LLC 0.00% New 28 $8K
Kentucky Trust Co 0.00% No change 28 $8K
Lodestone Wealth Management LLC 0.00% No change 28 $8K
Boreal Capital Management LLC 0.01% No change 25 $7K
Aspect Partners, LLC 0.00% Add +177.8% 25 $7K
Sunrise Financial Services, LLC 0.01% No change 24 $7K
Advocate Investing Services LLC 0.01% No change 22 $6K
Investment Counsel Co. of Nevada 0.01% New 20 $6K
Anfield Capital Management, LLC 0.00% No change 19 $6K
Arlington Trust Co LLC 0.00% New 19 $6K
Global Wealth Strategies & Associates 0.00% No change 18 $5K
Principia Wealth Advisory, LLC 0.00% Add +12.5% 18 $5K
Gleason Group, Inc. 0.00% No change 16 $5K
Elevation Wealth Partners, LLC 0.00% Add +36.4% 15 $4K
TFC Financial Management, Inc. 0.00% No change 14 $4K
1015 Capital Partners, LLC 0.00% No change 13 $4K
Evolution Wealth Management Inc. 0.00% No change 13 $4K
HFM Investment Advisors, LLC 0.00% No change 12 $4K
Clark Wealth Partners 0.00% Reduce -21.4% 11 $3K
Portus Wealth Advisors, LLC 0.00% New 11 $3K
Hazlett, Burt & Watson, Inc. 0.00% Reduce -50.0% 9 $3K
Birchwood Financial Partners, Inc. 0.00% No change 10 $3K
Signature Resources Capital Management, LLC 0.00% Reduce -16.7% 10 $3K
PFS Partners, LLC 0.00% No change 10 $3K
S&T Bank 0.00% No change 10 $3K
Breakwater Investment Management 0.00% No change 9 $3K
Davis Capital Management 0.00% Reduce -77.8% 8 $2K
Thompson Investment Management, Inc. 0.00% No change 8 $2K
PayPay Securities Corp 0.07% Reduce -36.4% 7 $2K
Obsidian Cio, LLC 0.00% New 7 $2K
Synergy Investment Management, LLC 0.00% New 7 $2K
WestEnd Advisors, LLC 0.00% No change 7 $2K
Tanaka Capital Management Inc. 0.00% No change 6 $2K
Seneschal Advisors, LLC 0.00% No change 6 $2K
Nvest Wealth Strategies, Inc. 0.00% New 6 $2K
Sittner & Nelson, LLC 0.00% No change 6 $2K
Aventura Private Wealth, LLC 0.00% Reduce -14.3% 6 $2K
POM Investment Strategies, LLC 0.00% New 5 $1K
Curio Wealth, LLC 0.00% New 5 $1K
TopTier Wealth Management, LLC 0.00% New 4 $1K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 4 $1K
Phillip James Consulting Co. 0.00% New 4 $1K
Silver Grove Financial Group, Inc. 0.00% New 3 $875
Rakuten Securities, Inc. 0.00% No change 3 $875
DecisionPoint Financial, LLC 0.00% No change 2 $584
Financial Network Wealth Advisors LLC 0.00% Reduce -66.7% 2 $583
Stone House Investment Management, LLC 0.00% No change 2 $583
Nvwm, LLC 0.00% Reduce -50.0% 2 $583
Tidemark, LLC 0.00% New 2 $583
Operose Advisors LLC 0.00% New 1 $292
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.