Taiwan Semiconductor-SP ADRTSM

13F holders, Q2 2024 (June 30)
2,103holders +191
274new positions
85sold out
23famous investors
$173.01avg. 13F price*

At the end of Q2 2024, 2,103 institutions reported holding Taiwan Semiconductor-SP ADR (TSM) in their 13F filings, up 191 from Q1 2024. 274 opened new positions and 85 sold out. The largest holders were FMR LLC ($9.1B), JPMorgan Chase & Co. ($7.3B) and Sanders Capital, LLC ($7.3B). 23 famous investors held it, including Stephen Mandel (8.5% of Lone Pine Capital's portfolio), Philippe Laffont (7.7% of Coatue Management's portfolio) and Dan Loeb (4.1% of Third Point's portfolio).

Company
Taiwan Semiconductor-SP ADR
CUSIP
874039100
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,000 Q1 2024: 1,912Q1 2024Q2 2024: 2,103Q2 2024Q3 2024: 2,191Q3 2024Q4 2024: 2,464Q4 2024Q1 2025: 2,442Q1 2025Q2 2025: 2,645Q2 2025Q3 2025: 2,801Q3 2025Q4 2025: 3,126Q4 2025Q1 2026: 3,283Q1 2026Q2 2026: 3,583Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions274$1.5B
Exits85$956.1M

All 13F filers, Q1 2024 → Q2 2024: 76,090,949 shares bought and 77,721,439 shares sold, net −1,630,490 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,103 holders

FMR LLC 0.58% Add +12.0% 52,190,967 $9.1B
JPMorgan Chase & Co. 0.63% Add +2.2% 41,757,802 $7.3B
Sanders Capital, LLC 11.11% Reduce -2.9% 41,713,257 $7.3B
Capital World Investors 1.14% Reduce -4.8% 40,049,431 $7.0B
Fisher Asset Management 2.15% Reduce -2.1% 28,407,252 $4.9B
Massachusetts Financial Services Co. 1.32% Reduce -15.0% 24,775,385 $4.3B
Bank of New York Mellon Corp 0.78% Reduce -2.9% 23,573,889 $4.1B
Capital International Investors 0.73% Add +4.2% 20,525,127 $3.6B
Van Eck Associates Corp. 4.50% Add +4.3% 18,167,165 $3.2B
Morgan Stanley 0.22% Add +9.5% 16,329,111 $2.8B
BlackRock Inc. 0.06% Add +0.4% 15,055,901 $2.6B
Bank of America Corp. 0.21% Add +4.8% 12,359,536 $2.1B
Fiera Capital Corp 6.56% Reduce -5.8% 12,181,312 $2.1B
Coatue Management 7.71% Add +10.2% 11,393,702 $2.0B
Royal Bank of Canada 0.46% Reduce -7.4% 11,058,833 $1.9B
GQG Partners LLC 2.53% Add +12.3% 9,585,361 $1.7B
Goldman Sachs Group Inc. 0.31% Reduce -6.4% 9,133,918 $1.6B
William Blair Investment Management, LLC 4.05% Reduce -6.4% 8,893,346 $1.5B
WCM Investment Management, LLC 3.46% Add +49265.4% 8,531,822 $1.5B
Alkeon Capital Management LLC 7.49% Reduce -18.2% 8,414,499 $1.5B
Harding Loevner LP 7.61% Add +14.1% 7,935,154 $1.4B
T. Rowe Price Associates Inc. 0.16% Reduce -0.5% 7,837,930 $1.4B
Schroder Investment Management Group 1.46% Reduce -7.0% 7,591,792 $1.3B
UBS Group AG 0.40% Add +20.6% 7,431,781 $1.3B
First Eagle Investment Management, LLC 2.47% Reduce -30.7% 6,278,852 $1.1B
Eagle Capital Management LLC 3.94% Reduce -1.8% 6,116,750 $1.1B
Lone Pine Capital 8.46% Reduce -2.8% 6,002,198 $1.0B
Franklin Resources Inc. 0.31% Add +4.0% 5,673,219 $986.1M
Brown Advisory Inc. 1.27% Reduce -4.2% 5,596,846 $972.8M
Artisan Partners Limited Partnership 1.48% Reduce -1.3% 5,587,300 $971.1M
Barclays PLC 0.44% Reduce -9.7% 5,520,107 $959.4M
Janus Henderson Group PLC 0.50% Add +75.9% 5,410,429 $940.5M
Wellington Management Group LLP 0.16% Reduce -7.8% 5,259,608 $914.2M
Baillie Gifford & Co. 0.71% Reduce -17.5% 5,247,704 $912.1M
Arrowstreet Capital, Limited Partnership 0.78% Add +272.4% 5,111,329 $888.4M
PineStone Asset Management Inc. 8.99% Add +35.5% 4,874,916 $847.3M
Russell Investments Group, Ltd. 1.36% Reduce -12.5% 4,849,133 $842.4M
Sands Capital Management, LLC 2.44% Reduce -8.4% 4,779,253 $830.7M
American Century Companies Inc. 0.48% Add +2.9% 4,519,925 $785.6M
Lazard Asset Management LLC 1.02% Reduce -8.4% 4,340,261 $754.4M
Northern Trust Corp. 0.12% Add +17.5% 4,188,325 $728.0M
Nuveen Asset Management, LLC 0.21% Add +13.7% 4,028,616 $700.7M
Allspring Global Investments Holdings, LLC 1.13% Reduce -10.5% 4,002,664 $695.7M
Dimensional Fund Advisors LP 0.18% Reduce -6.6% 3,949,077 $686.4M
Clearbridge Investments, LLC 0.53% Add +669.7% 3,721,489 $646.8M
Jennison Associates LLC 0.41% Reduce -0.0% 3,713,745 $645.5M
Ameriprise Financial Inc. 0.17% Add +3.5% 3,647,985 $634.8M
Envestnet Asset Management Inc. 0.22% Add +24.9% 3,649,288 $634.3M
Wells Fargo & Company 0.15% Reduce -0.1% 3,342,819 $581.0M
Driehaus Capital Management LLC 5.53% Reduce -9.0% 3,288,518 $571.6M
FIL Ltd 0.56% Add +3.3% 3,285,224 $571.0M
Voya Investment Management LLC 0.64% Add +10.2% 3,254,503 $565.7M
Sarasin & Partners LLP 4.85% Reduce -8.9% 3,147,556 $547.1M
Windacre Partnership LLC 7.16% Add +9.8% 3,134,000 $544.7M
Cantillon Capital Management LLC 3.59% Reduce -4.8% 3,085,093 $536.2M
Ninety One UK Ltd 1.48% Reduce -1.7% 3,078,614 $535.1M
Tiger Global Management 2.47% Add +0.8% 3,070,890 $533.8M
Sei Investments Co. 0.75% Add +1.0% 3,045,388 $529.3M
Royal London Asset Management Ltd. 1.34% Reduce -11.6% 3,026,267 $526.0M
Ruane, Cunniff & Goldfarb L.P. 8.19% Reduce -18.6% 3,023,723 $525.6M
Macquarie Group Ltd. 0.60% Add +2.7% 3,003,808 $522.1M
Vontobel Holding Ltd. 1.66% Add +126.8% 2,948,621 $512.5M
CI Investments Inc. 1.91% Reduce -8.0% 2,788,768 $484.7M
Greenwoods Asset Management Hong Kong Ltd. 12.45% Add +75.0% 2,717,559 $472.3M
Jane Street Group, LLC 0.51% Add +141.3% 2,714,937 $471.9M
Select Equity Group, L.P. 1.72% Reduce -5.2% 2,498,069 $434.2M
Millennium Management 0.35% Add +23.2% 2,387,868 $415.0M
Lord, Abbett & Co. LLC 1.37% Add +21.5% 2,380,153 $413.7M
Mirova US LLC 5.09% Add +0.6% 2,354,043 $409.2M
Axiom Investors LLC 3.38% Reduce -23.8% 2,230,761 $387.7M
BlueSpruce Investments, LP 7.02% New 2,198,590 $382.1M
Lansdowne Partners (uk) LLP 29.70% Reduce -4.3% 2,182,205 $379.3M
Saturna Capital Corp. 4.91% Add +0.2% 2,130,406 $370.3M
Martin Currie Ltd. 13.18% Reduce -24.5% 2,115,147 $367.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.94% Add +6.9% 2,086,408 $362.6M
Principal Financial Group Inc. 0.21% Reduce -9.3% 2,081,251 $361.7M
Natixis Advisors, LLC 0.78% Add +11.8% 2,070,457 $359.9M
Comgest Global Investors S.A.S. 4.91% Reduce -2.3% 2,055,340 $357.2M
Third Point 4.06% Add +72.3% 2,025,000 $352.0M
1832 Asset Management L.P. 0.62% Add +1226.7% 1,983,830 $344.8M
Susquehanna International Group, LLP 0.61% Reduce -43.4% 1,982,570 $344.6M
Invesco Ltd. 0.07% Reduce -1.6% 1,965,884 $341.7M
Citadel Advisors 0.34% Add +47.6% 1,964,501 $341.4M
Alliancebernstein L.P. 0.12% Add +67.7% 1,953,341 $339.5M
Fred Alger Management, LLC 1.61% Add +1.2% 1,905,729 $331.2M
Amundi 0.13% Reduce -14.4% 1,800,200 $328.5M
Rafferty Asset Management, LLC 1.20% Reduce -21.7% 1,853,774 $322.2M
AustralianSuper Pty Ltd 1.85% Reduce -25.1% 1,842,687 $320.3M
CANADA LIFE ASSURANCE Co 0.60% Add +2.1% 1,832,594 $318.6M
Capital Research Global Investors 0.07% Add +13.8% 1,722,469 $299.3M
Fayez Sarofim & Co 0.78% Add +592.0% 1,657,634 $288.1M
Citigroup Inc. 0.28% Reduce -46.2% 1,646,955 $286.3M
Raymond James & Associates 0.18% Add +12.9% 1,604,043 $278.8M
Intermede Investment Partners Ltd 5.83% Reduce -12.6% 1,587,535 $275.9M
Deutsche Bank AG 0.12% Reduce -13.0% 1,573,780 $273.5M
Menora Mivtachim Holdings LTD. 1.81% Add +0.7% 1,535,739 $266.9M
HSBC Holdings PLC 0.17% Add +45.8% 1,518,788 $263.8M
Swedbank AB 0.35% Add +4.3% 1,496,874 $260.2M
Manufacturers Life Insurance Company, The 0.24% Reduce -29.2% 1,492,109 $259.3M
Neuberger Berman Group LLC 0.21% Add +58.2% 1,471,414 $255.2M
AMF Tjanstepension AB 1.90% Add +23.3% 1,463,150 $254.3M
Legal & General Group Plc 0.07% Reduce -6.5% 1,430,873 $248.7M
State Street Corp. 0.01% Reduce -9.0% 1,416,100 $246.9M
Hudson Bay Capital Management LP 2.11% Add +771.7% 1,381,567 $240.1M
DNB Asset Management AS 1.14% Reduce -14.3% 1,379,505 $239.8M
Nordea Investment Management AB 0.27% Reduce -38.9% 1,332,865 $233.6M
Canoe Financial LP 4.31% No change 1,709,737 $232.6M
DekaBank Deutsche Girozentrale 0.41% Reduce -1.6% 1,318,340 $230.3M
Manning & Napier Advisors LLC 2.58% — 1,312,929 $228.2M
Man Group plc 0.60% Reduce -63.9% 1,281,010 $222.7M
BNP Paribas Financial Markets 0.24% Add +30.9% 1,255,564 $218.2M
Loomis Sayles & Co. L P 0.29% Add +1.4% 1,221,007 $212.2M
New York State Common Retirement Fund 0.28% Reduce -39.2% 1,212,373 $210.7M
KEYWISE CAPITAL MANAGEMENT (HK) Ltd 25.40% Reduce -13.0% 1,208,950 $210.1M
Consolidated Press International Holdings Ltd. 26.05% No change 1,188,975 $206.7M
Locust Wood Capital Advisers, LLC 7.38% Add +8.9% 1,150,235 $199.9M
Voyager Global Management LP 8.92% Add +4.5% 1,150,000 $199.9M
AXA S.A. 0.59% Reduce -1.2% 1,137,519 $197.7M
PNC Financial Services Group, Inc. 0.13% Add +15.5% 1,124,176 $195.4M
Van Lanschot Kempen Investment Management N.V. 2.16% Add +41.6% 1,111,348 $193.2M
Mirae Asset Global Investments Co., Ltd. 0.96% Reduce -4.6% 1,210,492 $193.1M
LGT Capital Partners LTD. 6.41% Reduce -26.7% 1,082,370 $188.1M
Westfield Capital Management Co. LP 0.91% Add +24.1% 1,060,028 $184.2M
Baird Financial Group, Inc. 0.36% Reduce -7.5% 1,010,986 $175.7M
Cibc World Market Inc. 0.43% Add +5.3% 994,351 $172.8M
Munro Partners 6.37% Reduce -4.9% 989,757 $172.0M
Mondrian Investment Partners LTD 2.64% Reduce -42.1% 1,034,696 $171.6M
Jericho Capital Asset Management L.P. 5.12% New 979,134 $170.2M
LPL Financial LLC 0.08% Add +40.8% 976,227 $169.7M
Credit Agricole S A 1.02% Add +2197.0% 954,529 $165.9M
Thornburg Investment Management Inc. 2.29% Reduce -8.5% 931,644 $162.7M
Trinity Street Asset Management LLP 13.94% Reduce -24.3% 908,705 $157.9M
Public Employees Retirement Association of Colorado 0.65% No change 899,000 $156.3M
Baron Capital (BAMCO) 0.45% Reduce -15.8% 897,650 $156.0M
Morningstar Investment Services LLC 1.66% Reduce -1.3% 889,267 $152.6M
Marsico Capital Management LLC 4.54% Add +5.3% 874,307 $152.0M
Stifel Financial Corp. 0.17% Add +31.7% 862,236 $149.9M
Capital Group Private Client Services, Inc. 1.49% Reduce -8.0% 857,268 $149.0M
ARGA Investment Management, LP 5.13% Reduce -45.5% 840,260 $146.0M
Itau Unibanco Holding S.A. 5.96% Reduce -28.0% 382,036 $145.7M
HighTower Advisors, LLC 0.22% Add +10.4% 832,155 $144.6M
AEGON ASSET MANAGEMENT UK Plc 1.97% Reduce -9.4% 805,996 $139.9M
Candriam S.C.A. 0.85% Add +1.7% 803,095 $139.6M
Himension Capital (singapore) Pte. LTD. 9.50% Add +26.6% 771,846 $134.2M
SRS Investment Management, LLC 1.82% No change 768,027 $133.5M
Handelsbanken Fonder AB 0.58% Add +6.4% 765,000 $133.0M
Thrivent Financial for Lutherans 0.26% Add +102.8% 752,971 $130.9M
C WorldWide Group Holding A/S 1.41% Add +2.3% 748,830 $130.2M
W1M Investment Management Ltd 2.43% Add +3.9% 741,328 $128.9M
Banque Pictet & Cie SA 1.30% Reduce -5.1% 729,105 $126.7M
TD Asset Management Inc 0.12% Add +5.6% 722,608 $125.6M
Clal Insurance Enterprises Holdings Ltd 1.31% Reduce -23.8% 721,789 $125.5M
Summitry LLC 6.37% Reduce -4.3% 707,606 $123.0M
Epoch Investment Partners, Inc. 0.55% Reduce -2.6% 690,571 $120.0M
Capital International, Inc. 1.59% Reduce -5.6% 689,484 $119.8M
Kensico Capital Management Corp. 3.71% Add +28.8% 682,500 $118.6M
Bank of Montreal 0.04% Reduce -79.4% 668,115 $118.1M
SG Americas Securities, LLC 0.75% Add +265.5% 670,722 $116.6M
Varma Mutual Pension Insurance Co 0.92% Add +146.7% 656,400 $114.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.13% Reduce -68.3% 655,217 $113.9M
Allianz Asset Management GmbH 0.18% Add +57.3% 654,265 $113.7M
Rathbones Group PLC 0.62% Add +25.0% 653,497 $113.6M
Geode Capital Management, LLC 0.01% Reduce -10.9% 644,642 $112.0M
Summit Partners Public Asset Management, LLC 5.09% Reduce -3.2% 635,824 $110.5M
First Trust Advisors LP 0.11% Reduce -43.9% 627,646 $109.1M
Aviva PLC 0.30% Add +11.5% 619,916 $107.7M
Point72 Asset Management 0.35% New 618,101 $107.4M
WT Asset Management Ltd 10.11% Reduce -18.1% 592,077 $102.9M
PEAK6 Investments LLC 4.78% Add +144.7% 591,356 $102.8M
Ruffer LLP 4.41% Reduce -44.9% 590,935 $102.7M
State of New Jersey Common Pension Fund D 0.45% Reduce -58.5% 590,492 $102.6M
La Financiere DE L'echiquier 4.41% Reduce -11.5% 582,278 $101.2M
Quilter Plc 2.26% Reduce -4.8% 579,044 $100.6M
Clark Capital Management Group, Inc. 0.72% Add +1.0% 567,348 $98.6M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -10.1% 565,305 $98.3M
Boston Common Asset Management, LLC 2.48% Reduce -5.8% 555,847 $96.6M
Rockefeller Capital Management L.P. 0.27% Add +10.7% 553,456 $96.2M
Fort Washington Investment Advisors Inc. 0.63% Add +11.4% 551,999 $95.9M
Harvard Management Co. Inc. 5.82% Add +172.3% 550,990 $95.8M
Perpetual Ltd 1.01% Reduce -18.4% 535,286 $93.0M
North of South Capital LLP 24.05% — 534,410 $92.9M
Causeway Capital Management LLC 2.40% Add +3.4% 505,772 $87.9M
Albar Capital Ltd 13.36% Reduce -23.2% 504,381 $87.7M
HCEP Management Ltd 23.31% Reduce -41.2% 500,000 $86.9M
Fullerton Fund Management Co Ltd. 3.83% Reduce -19.0% 491,239 $85.4M
Truist Financial Corp. 0.13% Add +6.3% 490,197 $85.2M
Maverick Capital 1.61% Reduce -3.0% 489,108 $85.0M
Parnassus Investments, LLC 0.18% Add +0.2% 481,944 $83.8M
Raymond James Financial Services Advisors, Inc. 0.12% Add +20.2% 479,362 $83.3M
OVERSEA-CHINESE BANKING Corp Ltd 2.46% Reduce -2.1% 469,762 $81.6M
Bank Pictet & Cie (Europe) AG 1.99% Add +10.8% 467,573 $81.3M
Nomura Holdings Inc. 0.52% Reduce -21.3% 465,219 $80.9M
Avala Global LP 5.87% Add +5.8% 463,700 $80.6M
Appaloosa 1.30% Reduce -8.0% 460,000 $80.0M
Creative Planning 0.09% Add +6.3% 458,564 $79.7M
Phoenix Financial Ltd. 1.21% Add +44.7% 456,605 $79.5M
CIBC Private Wealth Group LLC 0.15% Add +6.1% 423,661 $79.1M
Cerity Partners LLC 0.21% Add +8.0% 449,173 $78.1M
Rhumbline Advisers 0.07% Reduce -28.0% 448,522 $78.0M
Bain Capital Public Equity Management II, LLC 3.46% New 443,140 $77.0M
Cetera Investment Advisers 0.18% Add +14.6% 439,125 $76.3M
Brandes Investment Partners, LP 0.94% Reduce -2.3% 439,899 $76.1M
Oribel Capital Management, LP 10.04% Reduce -14.1% 426,200 $74.1M
FengHe Fund Management Pte. Ltd. 10.31% Add +302.5% 2,482,000 $73.9M
Hardman Johnston Global Advisors LLC 2.82% Reduce -25.2% 420,278 $73.0M
Walleye Capital LLC 0.84% Add +17.8% 419,677 $72.9M
Holocene Advisors, LP 0.30% Reduce -70.0% 419,149 $72.9M
US Bancorp \de 0.10% Add +11.7% 415,569 $72.2M
E Fund Management Co., Ltd. 3.96% Reduce -17.4% 411,785 $71.6M
Origin Asset Management LLP 17.70% Reduce -6.5% 407,281 $70.8M
Federated Hermes, Inc. 0.17% Reduce -17.7% 405,410 $70.5M
TOMS Capital Investment Management LP 5.17% New 400,467 $69.6M
Crossmark Global Holdings, Inc. 1.34% Reduce -10.3% 399,778 $69.5M
Public Sector Pension Investment Board 0.44% Reduce -34.5% 395,732 $68.8M
Noked Israel Ltd 18.96% Add +186.4% 395,300 $68.7M
Analog Century Management LP 6.80% Add +27.5% 395,065 $68.7M
Tiger Pacific Capital LP 19.79% Reduce -16.8% 394,944 $68.6M
Corient Private Wealth LP 0.12% Reduce -0.2% 394,866 $68.6M
Mitsubishi UFJ Trust & Banking Corp 0.16% Add +4.5% 392,216 $68.2M
Guinness Asset Management LTD 1.40% Reduce -16.9% 391,923 $68.0M
Magellan Asset Management Ltd 0.65% Add +14.4% 391,393 $68.0M
Johnson Investment Counsel Inc. 0.71% Add +1.3% 389,951 $67.8M
Chicago Capital, LLC 1.95% Reduce -0.5% 377,199 $65.6M
Liontrust Investment Partners LLP 0.92% Reduce -34.5% 372,899 $64.8M
Migdal Insurance & Financial Holdings Ltd. 1.08% Reduce -21.7% 370,465 $64.7M
Connor, Clark & Lunn Investment Management Ltd. 0.27% Add +129.0% 369,042 $64.1M
B. Metzler seel. Sohn & Co. AG 0.61% Reduce -2.7% 363,107 $63.1M
Scotia Capital Inc. 0.37% Add +13.3% 360,303 $62.6M
MML Investors Services, LLC 0.25% Reduce -0.6% 360,160 $62.6M
Strategy Capital LLC 6.04% New 354,060 $61.5M
Governors Lane LP 9.76% Add +8.7% 353,053 $61.4M
Montanova Capital, LLC 2.49% Add +6.5% 350,752 $61.0M
Simplex Trading, LLC 1.95% Reduce -17.9% 348,151 $60.5M
Maplelane Capital, LLC 4.50% Reduce -9.4% 345,000 $60.0M
Light Street Capital Management, LLC 14.43% Add +2.1% 341,802 $59.4M
Janney Montgomery Scott LLC 0.18% Add +1.1% 337,418 $58.6M
Federation des caisses Desjardins du Quebec 0.31% Reduce -21.7% 334,991 $58.2M
O'shaughnessy Asset Management, LLC 0.59% Add +5.0% 328,701 $57.1M
Artemis Investment Management LLP 0.76% Add +7.6% 323,241 $56.2M
Cookson Peirce & Co. Inc. 2.66% Add +293.6% 318,017 $55.3M
Cullen Capital Management, LLC 0.63% Reduce -3.8% 314,494 $54.7M
Flossbach Von Storch SE 0.23% Reduce -8.6% 314,286 $54.6M
Osaic Holdings, Inc. 0.13% Reduce -3.8% 313,526 $54.5M
Nomura Asset Management Co. Ltd. 0.19% Reduce -8.6% 309,801 $54.2M
Commonwealth Equity Services, LLC 0.09% Add +10.6% 309,672 $53.8M
Group One Trading LLC 1.67% Add +19.3% 305,785 $53.1M
Steadfast Capital Management LP 1.26% New 304,800 $53.0M
Dundas Partners LLP 4.09% Add +0.8% 303,564 $52.8M
Metropolis Capital Ltd 1.93% Reduce -23.7% 302,967 $52.7M
Manchester Global Management (UK) Ltd 9.24% Add +1.7% 302,400 $52.6M
HughesLittle Investment Management Ltd. 11.50% Reduce -8.9% 301,425 $52.4M
Obermeyer Wealth Partners 3.00% Add +0.3% 301,129 $52.3M
Robeco Institutional Asset Management B.V. 0.11% Reduce -20.2% 296,396 $51.5M
Earnest Partners LLC 0.24% Reduce -5.5% 296,139 $51.5M
McDaniel Terry & Co. 4.46% Add +1.1% 293,887 $51.1M
Carrhae Capital LLP 8.33% Reduce -37.0% 293,014 $50.9M
Assetmark, Inc. 0.16% Add +10.1% 290,978 $50.6M
Northwestern Mutual Wealth Management Co. 0.05% Add +20.9% 290,659 $50.5M
Pictet Asset Management Holding SA 0.06% Reduce -29.3% 290,263 $50.4M
J. Safra Sarasin Holding AG 0.91% — 285,962 $49.7M
Trillium Asset Management, LLC 1.24% Reduce -14.6% 283,251 $49.2M
Walleye Trading LLC 0.96% Reduce -20.4% 279,159 $48.5M
Modera Wealth Management, LLC 0.71% Reduce -0.3% 276,106 $48.0M
Vanguard Group Inc. 0.00% Reduce -95.3% 272,879 $47.4M
Westwood Holdings Group Inc. 0.39% Reduce -6.8% 269,483 $46.8M
National Bank of Canada 0.07% Reduce -1.9% 263,162 $45.3M
MAI Capital Management 0.45% Add +2.4% 260,239 $45.2M
NorthCrest Asset Manangement, LLC 1.50% Add +1.8% 259,954 $45.2M
Schonfeld Strategic Advisors LLC 0.35% Reduce -34.7% 259,594 $45.1M
JARISLOWSKY, FRASER Ltd 0.27% Reduce -11.3% 257,562 $44.8M
ARK Investment Management 0.40% Add +4.6% 256,429 $44.6M
Danica Pension, Livsforsikringsaktieselskab 0.91% Add +3052.7% 254,264 $44.2M
Advisors Capital Management, LLC 0.76% Reduce -4.5% 250,821 $43.6M
Hosking Partners LLP 1.61% Add +32.5% 250,276 $43.5M
Amova Asset Management Americas, Inc. 0.49% Add +26.1% 246,188 $42.8M
Wealth Enhancement Advisory Services, LLC 0.10% Reduce -0.0% 244,693 $42.5M
Alberta Investment Management Corp 0.47% Reduce -35.1% 244,499 $42.5M
Wedgewood Partners Inc. 8.48% Reduce -2.3% 247,788 $41.5M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.18% Add +1.0% 238,580 $41.5M
Whale Rock Capital Management 0.58% Reduce -0.3% 235,664 $41.0M
Tudor Investment Corporation 0.46% Add +52.0% 235,393 $40.9M
Balyasny Asset Management L.P. 0.11% Reduce -89.6% 235,298 $40.9M
Triodos Investment Management BV 3.56% Reduce -3.5% 234,753 $40.8M
Fulton Breakefield Broenniman LLC 2.97% Add +0.1% 231,309 $40.2M
Cambridge Investment Research Advisors, Inc. 0.15% Add +29.2% 230,887 $40.1M
Kinetic Partners Management, LP 2.92% Add +61.5% 230,717 $40.1M
Tran Capital Management, L.P. 4.64% Add +93.9% 230,273 $40.0M
Ninety One SA (Pty) Ltd 6.18% Add +40.2% 227,804 $39.9M
Edmond DE Rothschild Holding S.A. 0.68% Reduce -7.3% 227,519 $39.5M
Trajan Wealth LLC 2.47% Add +6.9% 221,812 $38.6M
Mawer Investment Management Ltd. 0.18% Reduce -15.0% 221,059 $38.4M
Deprince Race & Zollo Inc. 0.85% Reduce -8.5% 220,548 $38.3M
Pictet North America Advisors SA 4.15% Add +9.4% 219,937 $38.2M
Calamos Advisors LLC 0.27% Reduce -15.6% 219,869 $38.2M
Cresset Asset Management, LLC 0.16% Add +9.9% 218,732 $38.1M
M&T Bank Corp 0.13% Add +23.7% 214,999 $37.4M
Aberdeen Group plc 0.07% Reduce -32.4% 214,166 $37.2M
Abn Amro Investment Solutions 0.67% Reduce -18.1% 212,059 $36.9M
Carmignac Gestion 0.63% Reduce -85.8% 209,286 $36.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -84.6% 211,202 $36.7M
CTC LLC 2.74% Add +79.5% 210,652 $36.6M
Todd Asset Management LLC 0.76% Reduce -12.1% 210,559 $36.6M
Sirios Capital Management L P 6.29% Add +21.9% 207,829 $36.1M
Ninety One North America, Inc. 1.82% Add +23.9% 207,097 $36.0M
National Philanthropic Trust 0.69% Add +198.2% 206,670 $35.9M
BNP Paribas 1.78% Add +1.0% 203,795 $35.4M
Adage Capital Partners Gp, L.L.C. 0.07% Add +35.6% 203,450 $35.4M
Insight Holdings Group, LLC 1.22% Add +4.9% 203,300 $35.3M
BIT Capital GmbH 3.20% Add +693.1% 202,816 $35.3M
Mariner, LLC 0.07% Add +2.6% 202,406 $35.2M
Night Owl Capital Management, LLC 5.18% Add +34.8% 199,049 $34.6M
Janney Capital Management LLC 2.44% Reduce -3.9% 198,989 $34.6M
Hudson Edge Investment Partners Inc. 6.68% Reduce -23.8% 198,955 $34.6M
Point72 Italy, S.r.l. 14.92% Add +265.6% 198,309 $34.5M
Moran Wealth Management, LLC 1.13% Reduce -1.9% 198,284 $34.5M
Jupiter Asset Management Ltd. 0.33% Reduce -4.7% 197,996 $34.4M
Junto Capital Management LP 0.73% Reduce -46.2% 191,745 $33.3M
Gemsstock Ltd. 10.62% Add +16.7% 191,700 $33.3M
Thomasville National Bank 2.63% Reduce -0.2% 189,231 $32.9M
State of Michigan Retirement System 0.17% Reduce -22.1% 188,900 $32.8M
CCLA Investment Management 0.50% Reduce -17.4% 186,854 $32.4M
Formuepleje A/S 1.78% Reduce -31.1% 185,575 $32.3M
Optimus Prime Fund Management Co., Ltd. 3.79% Reduce -61.9% 185,000 $32.2M
Lingotto Investment Management LLP 1.08% Add +37.0% 185,000 $32.2M
Twin Tree Management, LP 0.94% Reduce -44.5% 184,146 $32.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.95% Reduce -26.7% 183,176 $31.8M
Bank Julius Baer & Co. Ltd, Zurich 0.12% Reduce -0.9% 185,287 $31.3M
Two Sigma Securities, LLC 1.49% Reduce -26.8% 179,741 $31.2M
TCW Group Inc. 0.27% Reduce -7.8% 175,180 $30.4M
Lido Advisors, LLC 0.25% Add +5.5% 171,697 $29.9M
Orion Porfolio Solutions, LLC 0.32% Add +5.6% 171,700 $29.8M
Orion Portfolio Solutions, LLC 0.32% Add +5.6% 171,700 $29.8M
J. L. Bainbridge & Co., Inc. 2.95% Reduce -0.6% 169,605 $29.5M
Matthews International Capital Management LLC 6.52% Add +2.5% 169,557 $29.5M
Snowden Capital Advisors LLC 0.87% Add +11.9% 166,797 $29.1M
Main Street Research LLC 1.91% New 165,995 $28.9M
W1M Asset Management Ltd 2.41% Reduce -6.2% 164,116 $28.5M
Pathstone Holdings, LLC 0.13% Add +18.9% 162,176 $28.2M
Dnca Finance 2.47% — 161,000 $28.0M
Squarepoint Ops LLC 0.10% Add +61.0% 157,743 $27.4M
Kornitzer Capital Management Inc. 0.52% Add +0.3% 157,667 $27.4M
M&G PLC 0.18% Add +10.5% 153,747 $26.8M
Alta Park Capital, LP 3.49% Add +9.2% 153,129 $26.6M
Asset Management One Co., Ltd. 0.10% Reduce -4.6% 152,992 $26.6M
Yong Rong (HK) Asset Management Ltd 9.08% New 151,250 $26.3M
Ariel Investments 0.28% Reduce -5.7% 150,961 $26.2M
ABN AMRO Bank N.V. 0.40% Reduce -2.8% 149,303 $26.2M
Honeycomb Asset Management LP 7.16% New 150,600 $26.2M
Financiere des Professionnels - Fonds d'investissement inc. 2.05% Reduce -13.6% 148,746 $26.1M
Y.D. More Investments Ltd 2.66% Reduce -8.3% 150,287 $26.1M
Ardmore Road Asset Management LP 4.02% Add +50.0% 150,000 $26.1M
Fundsmith Investment Services LTD. 0.34% No change 149,989 $26.1M
John G Ullman & Associates Inc. 3.94% Reduce -2.4% 148,717 $25.8M
Harber Asset Management LLC 6.94% Reduce -16.2% 148,247 $25.8M
Generation Investment Management LLP 0.12% New 147,503 $25.6M
Soros Fund Management 0.79% Add +331.3% 146,850 $25.5M
CloudAlpha Capital Management Limited/Hong Kong 3.56% New 144,010 $25.0M
Tredje AP-fonden 0.24% Add +14.3% 143,643 $25.0M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 2.84% Reduce -5.3% 142,988 $24.9M
Tidal Investments LLC 0.34% Add +2.2% 142,925 $24.8M
Monolith Management Ltd 11.44% Reduce -21.6% 142,770 $24.8M
Oppenheimer Asset Management Inc. 0.32% Add +19.6% 142,656 $24.8M
Ramirez Asset Management, Inc. 5.02% Reduce -13.0% 141,801 $24.6M
Fairfax Financial Holdings 2.08% Add +51.2% 141,700 $24.6M
Bailard, Inc. 0.67% Add +0.2% 140,828 $24.5M
Moore Capital Management, LP 0.55% Reduce -24.9% 140,055 $24.3M
SPX Gestao de Recursos Ltda 3.68% Add +47.3% 139,645 $24.3M
Bwcp, LP 6.10% Add +48.0% 139,501 $24.2M
Atria Investments, Inc 0.31% Add +20.6% 138,927 $24.1M
Soros Capital Management LLC 12.98% Reduce -10.3% 136,473 $23.7M
TT International Asset Management LTD 2.91% Reduce -54.5% 133,855 $23.3M
Avantax Advisory Services, Inc. 0.17% Add +93.3% 133,380 $23.2M
United Capital Financial Advisors, LLC 0.20% Reduce -9.1% 132,610 $23.0M
Factory Mutual Insurance Co. 0.26% Add +23.4% 132,018 $22.9M
Raub Brock Capital Management LP 4.99% Reduce -3.8% 131,326 $22.8M
Oppenheimer & Co. Inc. 0.36% Add +1.5% 130,039 $22.6M
Compagnie Lombard Odier SCmA 0.37% Add +9.4% 126,201 $21.9M
Dupont Capital Management Corp. 1.90% Reduce -26.5% 125,759 $21.9M
Cabot Wealth Management Inc. 2.86% Reduce -2.4% 125,389 $21.8M
Zweig-DiMenna Associates LLC 2.47% Reduce -32.4% 125,277 $21.8M
Nicola Wealth Management LTD. 1.93% Reduce -7.1% 91,000 $21.6M
Wolverine Trading, LLC 0.35% Reduce -62.9% 124,376 $21.6M
Sanctuary Advisors, LLC 0.16% — 155,113 $21.5M
Augustine Asset Management Inc. 8.28% Add +0.0% 123,389 $21.4M
Aquatic Capital Management LLC 0.79% New 123,100 $21.4M
Buckingham Capital Management, Inc. 2.54% Reduce -10.3% 121,997 $21.2M
Central Asset Investments & Management Holdings (HK) Ltd 14.64% Add +318.6% 120,768 $21.0M
Orbis Allan Gray Ltd 0.13% Reduce -57.8% 120,402 $20.9M
GMT Capital Corp 0.77% Reduce -28.1% 120,300 $20.9M
Laird Norton Wetherby Wealth Management, LLC 0.98% Reduce -1.3% 119,821 $20.8M
Crestline Management, L.P. 1.63% Reduce -18.5% 119,251 $20.7M
Teachers Retirement System of the State of Kentucky 0.19% Reduce -13.8% 118,790 $20.6M
CapWealth Advisors, LLC 2.59% Reduce -1.6% 118,074 $20.5M
Generate Investment Management Ltd 1.47% Reduce -25.1% 116,145 $20.2M
Banco BTG Pactual S.A. 5.16% Add +43.3% 122,736 $20.2M
Verition Fund Management LLC 0.17% Add +154.3% 114,901 $20.0M
Greenleaf Trust 0.19% Add +0.7% 114,228 $19.9M
GTS Securities LLC 0.41% Add +33.5% 113,760 $19.8M
Mercer Global Advisors Inc. 0.05% Add +2.3% 113,657 $19.8M
Evergreen Capital Management LLC 0.71% Reduce -7.0% 113,139 $19.7M
IvyRock Asset Management (HK) Ltd 8.39% No change 113,300 $19.7M
Kestra Advisory Services, LLC 0.11% Add +6.0% 118,669 $19.7M
Old National Bancorp 0.46% Add +1.2% 112,768 $19.6M
FACT Capital, LP 6.97% Reduce -4.4% 112,529 $19.6M
NewEdge Advisors, LLC 0.14% Add +40.6% 109,903 $19.1M
Naples Global Advisors, LLC 1.91% Reduce -0.8% 108,889 $19.0M
Point72 Hong Kong Ltd 1.16% Add +2883.8% 109,178 $19.0M
AQR Capital Management 0.03% Reduce -92.8% 109,124 $19.0M
TD Waterhouse Canada Inc. 0.17% Add +13.5% 108,263 $18.7M
Meridian Investment Counsel Inc. 5.87% Add +0.2% 106,831 $18.6M
Marcho Partners LLP 5.61% New 106,641 $18.5M
QRG Capital Management, Inc. 0.22% Add +3.5% 104,844 $18.2M
Noesis Capital Mangement Corp. 4.04% Add +0.3% 104,794 $18.2M
Thoroughbred Financial Services, LLC 1.22% Add +40.9% 104,566 $18.2M
Salem Investment Counselors Inc. 0.58% Reduce -0.6% 103,677 $18.0M
Erste Asset Management GmbH 0.24% Add +118.5% 102,970 $17.8M
Harvest Fund Management Co., Ltd 1.29% Add +44.9% 102,172 $17.8M
Warther Private Wealth, LLC 6.90% Reduce -3.8% 101,418 $17.6M
TB Alternative Assets Ltd. 4.06% New 100,440 $17.5M
Telemark Asset Management, LLC 1.57% Add +33.3% 100,000 $17.4M
GAM Holding AG 1.32% Add +313.9% 99,282 $17.3M
Princeton Global Asset Management LLC 3.80% Add +4.7% 99,018 $17.2M
New Age Alpha Advisors, LLC 9.57% Add +39.1% 98,900 $17.2M
D. E. Shaw & Co. 0.03% Reduce -77.3% 98,386 $17.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% — 98,206 $17.1M
Boothbay Fund Management, LLC 0.59% Reduce -21.6% 97,978 $17.0M
Galvin, Gaustad & Stein, LLC 1.60% Add +471.0% 97,712 $17.0M
Firetrail Investments PTY Ltd. 5.14% New 97,554 $17.0M
Sustainable Growth Advisers, LP 0.07% Add +314.5% 97,337 $16.9M
Polar Asset Management Partners Inc. 0.66% Add +189.0% 97,100 $16.9M
Azimuth Capital Investment Management LLC 0.68% Reduce -6.9% 96,523 $16.8M
Envestnet Portfolio Solutions, Inc. 0.06% Add +39.8% 96,112 $16.7M
Promethos Capital, LLC 6.32% New 121,354 $16.7M
JB Capital LLC 1.04% Reduce -0.1% 95,871 $16.7M
Tenere Capital LLC 4.89% Reduce -31.0% 94,796 $16.5M
SeaBridge Investment Advisors LLC 4.26% Reduce -2.9% 94,554 $16.4M
HRT Financial LP 0.09% New 94,399 $16.4M
Advisory Research Inc. 3.05% Add +39.8% 93,333 $16.2M
GMO 0.05% Reduce -86.5% 93,164 $16.2M
Everett Harris & Co. 0.21% Add +0.2% 92,722 $16.1M
Parallax Volatility Advisers, L.P. 0.47% Reduce -47.7% 92,334 $16.0M
Acadian Asset Management LLC 0.05% Reduce -0.6% 90,882 $15.8M
Scge Management, L.P. 0.31% No change 90,772 $15.8M
Hanson & Doremus Investment Management 2.63% Add +2.8% 90,375 $15.7M
Frank, Rimerman Advisors LLC 1.11% Add +3168.2% 90,006 $15.6M
Tokio Marine Asset Management Co. Ltd. 0.74% Reduce -3.6% 89,400 $15.5M
China Universal Asset Management Co., Ltd. 2.18% Add +24.1% 88,773 $15.5M
ANTIPODES PARTNERS Ltd 0.56% New 88,871 $15.4M
Douglass Winthrop Advisors, LLC 0.32% Reduce -0.5% 88,859 $15.4M
AMS Capital Ltda 3.19% New 87,822 $15.3M
ExodusPoint Capital Management, LP 0.17% New 87,731 $15.2M
DAVENPORT & Co LLC 0.10% Reduce -0.4% 87,039 $15.1M
Exencial Wealth Advisors, LLC 0.57% Reduce -6.2% 86,904 $15.1M
Capital International Sarl 0.46% Add +19.8% 86,545 $15.0M
Dodge & Cox 0.01% No change 86,500 $15.0M
Berkshire Capital Holdings Inc. 6.03% Add +858500.0% 85,860 $14.9M
Oak Family Advisors, LLC 5.67% Reduce -11.3% 85,792 $14.9M
Trek Financial, LLC 1.18% Add +73.8% 85,467 $14.9M
Deepwater Asset Management, LLC 5.36% Add +597.5% 84,922 $14.8M
First Long Island Investors, LLC 1.25% Add +33.0% 84,819 $14.7M
Motley Fool Wealth Management, LLC 0.75% Reduce -33.6% 83,563 $14.7M
Hilton Capital Management, LLC 1.24% Reduce -27.2% 84,293 $14.7M
Captrust Financial Advisors 0.05% Add +36.8% 84,052 $14.6M
Maxi Investments CY Ltd 3.28% Add +64.4% 83,953 $14.6M
Cambiar Investors LLC 0.57% Reduce -53.3% 83,861 $14.6M
Choate Investment Advisors 0.38% Add +127.3% 83,745 $14.6M
Stevens Capital Management LP 4.89% New 83,208 $14.5M
HM Payson & Co. 0.26% Reduce -8.1% 82,765 $14.4M
Prime Capital Investment Advisors, LLC 0.21% Add +20.0% 82,661 $14.4M
Mackenzie Financial Corp. 0.02% Reduce -13.7% 82,635 $14.4M
Silvercrest Asset Management Group LLC 0.10% Reduce -21.4% 82,000 $14.3M
Yousif Capital Management, LLC 0.16% Reduce -40.7% 81,964 $14.2M
Segall Bryant & Hamill, LLC 0.25% Add +4.9% 80,980 $14.1M
Naviter Wealth, LLC 2.09% Reduce -5.3% 80,172 $14.0M
Stonegate Investment Group, LLC 0.40% Add +1.6% 80,364 $14.0M
Blair William & Co. 0.04% Add +24.2% 79,627 $13.8M
Atika Capital Management LLC 1.60% New 79,500 $13.8M
Tocqueville Asset Management L.P. 0.23% Reduce -6.3% 79,409 $13.8M
NZS Capital, LLC 0.56% Reduce -5.4% 78,650 $13.7M
Kingdon Capital Management, L.L.C. 2.08% Reduce -3.1% 77,500 $13.5M
Point72 Asia (Singapore) Pte. Ltd. 2.76% New 76,189 $13.2M
CIBC Asset Management Inc 0.05% Reduce -2.3% 76,077 $13.2M
Advisory Services Network, LLC 0.27% Add +21.1% 75,942 $13.2M
Mirae Asset Securities (usa) Inc. 0.85% — 75,934 $13.2M
Ethic Inc. 0.31% Add +11.3% 75,639 $13.1M
Vident Advisory, LLC 0.36% Add +1009.0% 75,622 $13.1M
Farmers & Merchants Investments Inc. 0.44% Add +52.2% 75,555 $13.1M
Fifth Third Bancorp 0.05% Reduce -4.4% 75,483 $13.1M
Focus Partners Wealth 0.04% Add +388.1% 72,916 $13.1M
Polymer Capital Management (HK) LTD 2.62% Add +363.7% 74,199 $12.9M
M. Kulyk & Associates, LLC 2.99% Reduce -8.1% 74,107 $12.9M
Nissay Asset Management Corp. /Japan 0.08% Add +28.7% 73,507 $12.8M
Atom Investors LP 1.28% Add +13.0% 73,503 $12.8M
Atria Wealth Solutions, Inc. 0.14% Add +26.0% 72,714 $12.7M
Exchange Traded Concepts, LLC 0.32% Reduce -24.9% 72,298 $12.6M
Private Advisor Group, LLC 0.08% Add +42.8% 72,181 $12.5M
Glenmede Trust Co. NA 0.06% Add +39.7% 72,128 $12.5M
Henry James International Management Inc. 4.34% Reduce -30.3% 70,566 $12.3M
Motley Fool Asset Management LLC 0.81% Reduce -34.2% 70,723 $12.2M
Shikiar Asset Management Inc. 3.56% Add +351.8% 70,030 $12.2M
JTC Employer Solutions Trustee Ltd 0.81% No change 69,701 $12.1M
MY.Alpha Management HK Advisors Ltd 4.55% New 69,483 $12.1M
Amica Mutual Insurance Co. 1.20% No change 69,506 $12.1M
Horiko Capital Management LLC 3.42% Add +19.9% 69,113 $12.0M
Headlands Technologies LLC 1.26% Add +5011.9% 68,346 $11.9M
Altrafin AG 4.38% Add +3.7% 68,193 $11.9M
BI Asset Management Fondsmaeglerselskab A/S 0.19% Add +75.9% 67,913 $11.8M
Principal Securities, Inc. 0.33% Add +12.3% 67,859 $11.8M
Roundview Capital LLC 0.93% Add +4.7% 67,689 $11.8M
Ritholtz Wealth Management 0.39% Add +3.2% 67,654 $11.8M
Qtron Investments LLC 1.69% Add +2.6% 67,453 $11.7M
Vanguard Personalized Indexing Management, LLC 0.22% Add +10.3% 67,241 $11.7M
Renaissance Group LLC 0.46% Reduce -4.2% 67,140 $11.7M
HHLR Advisors, LTD. 0.29% Reduce -31.9% 66,800 $11.6M
Easterly Investment Partners LLC 1.02% Reduce -18.4% 66,616 $11.6M
United American Securities Inc. (d/b/a UAS Asset Management) 2.77% Add +175.2% 66,549 $11.6M
E. Ohman J:or Asset Management AB 0.29% Add +15.2% 66,390 $11.5M
Pzena Investment Management LLC 0.04% Reduce -14.1% 65,368 $11.4M
Bessemer Group Inc. 0.02% Add +19.6% 65,032 $11.3M
Banque Cantonale Vaudoise 0.45% Reduce -10.2% 64,749 $11.3M
Stephens Inc. 0.17% Reduce -2.1% 64,617 $11.2M
Newbrook Capital Advisors LP 1.64% New 64,213 $11.2M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.33% Add +52.4% 64,000 $11.1M
Flputnam Investment Management Co. 0.21% Add +5.6% 63,442 $11.0M
Chartwell Investment Partners, LLC 0.38% Reduce -11.1% 62,741 $10.9M
Texas Yale Capital Corp. 0.51% Add +0.1% 62,109 $10.8M
Jag Capital Management, LLC 1.48% Reduce -0.4% 61,906 $10.8M
Caprock Group, LLC 0.44% Add +68.0% 61,649 $10.7M
Edgemoor Investment Advisors, Inc. 1.01% Add +6.5% 61,758 $10.7M
Credit Capital Investments LLC 13.41% No change 61,500 $10.7M
Academy Capital Management 1.92% Reduce -0.3% 61,269 $10.6M
Waverly Advisors, LLC 0.21% Add +646.2% 60,895 $10.6M
ClariVest Asset Management LLC 1.08% No change 60,873 $10.6M
Premier Fund Managers Ltd 0.42% Reduce -1.0% 61,200 $10.5M
Litman Gregory Wealth Management LLC 0.93% Reduce -0.9% 60,346 $10.5M
First Personal Financial Services 2.36% Reduce -0.4% 60,090 $10.4M
American Assets Investment Management, LLC 0.98% No change 60,000 $10.4M
Armistice Capital, LLC 0.27% Add +7.1% 60,000 $10.4M
Contravisory Investment Management, Inc. 2.31% Reduce -3.4% 59,902 $10.4M
Lyell Wealth Management, LP 0.99% Add +5.0% 59,693 $10.4M
Prospera Financial Services Inc 0.29% Add +1.7% 59,114 $10.3M
Hirtle & Co., LLC 0.51% Reduce -4.0% 58,850 $10.2M
Guinness Atkinson Asset Management Inc 5.00% Reduce -4.1% 58,745 $10.2M
First Trust Direct Indexing L.P. 0.63% Reduce -2.7% 58,696 $10.2M
Signaturefd, LLC 0.21% Add +0.5% 58,599 $10.2M
OneDigital Investment Advisors LLC 0.13% Add +37.4% 58,503 $10.2M
Timber Creek Capital Management LLC 3.06% Add +0.6% 58,388 $10.1M
Bremer Bank National Association 1.95% Reduce -8.4% 57,373 $10.0M
Hel Ved Capital Management Ltd 3.43% Reduce -76.2% 56,843 $9.9M
Pittenger & Anderson Inc. 0.40% Add +6.7% 56,535 $9.8M
Brandywine Global Investment Management, LLC 0.07% Reduce -42.7% 55,992 $9.7M
Townsquare Capital LLC 0.13% Add +97.2% 55,903 $9.7M
Jefferies Financial Group Inc. 0.21% Add +11.2% 55,861 $9.7M
Deltec Asset Management LLC 1.84% Reduce -8.0% 55,367 $9.6M
Edge Capital Group, LLC 0.47% Add +1.7% 55,322 $9.6M
Channing Global Advisors, LLC 8.04% Reduce -19.3% 55,280 $9.6M
Parkwood LLC 1.19% Add +86.6% 55,262 $9.6M
Alight Capital Management LP 2.37% Add +10.1% 55,049 $9.6M
Unisphere Establishment 0.10% Reduce -47.6% 55,000 $9.6M
NS Partners Ltd 0.43% Reduce -33.3% 54,650 $9.5M
Wahed Invest LLC 1.89% Add +6.0% 54,066 $9.4M
Diversified Trust Co. 0.27% Reduce -5.3% 53,994 $9.4M
Park Avenue Securities LLC 0.11% Add +29.9% 53,556 $9.3M
RNC Capital Management LLC 0.52% Add +19.9% 53,482 $9.3M
Concentric Capital Strategies, LP 0.58% Reduce -22.0% 53,465 $9.3M
Quadrant Capital Group LLC 0.68% Add +4.3% 53,041 $9.2M
Commerce Bank 0.06% Add +2.8% 52,823 $9.2M
Nia Impact Advisors, LLC 3.29% Reduce -2.8% 52,650 $9.2M
Optiver Holding B.V. 0.18% Reduce -92.1% 52,634 $9.1M
Montag A & Associates Inc. 0.46% Add +20.8% 52,443 $9.1M
Tenzing Global Management, LLC 8.43% Reduce -25.0% 52,500 $9.1M
Trexquant Investment LP 0.14% Add +350.7% 52,441 $9.1M
Marathon Asset Management Ltd 0.29% Reduce -3.3% 52,253 $9.1M
Eagle Global Advisors LLC 0.48% Add +1.8% 51,841 $9.0M
Bridger Management, LLC 4.64% No change 51,826 $9.0M
Jump Financial, LLC 0.18% New 51,800 $9.0M
Guardian Capital Advisors LP 0.96% Reduce -10.0% 47,053 $9.0M
Guggenheim Capital LLC 0.06% Add +6.9% 51,684 $9.0M
Danske Bank A/S 0.03% Reduce -94.9% 51,558 $9.0M
Prudential Financial Inc. 0.01% Add +55.3% 51,533 $9.0M
Hodges Capital Management Inc. 0.59% Add +9.6% 51,068 $8.9M
FourThought Financial Partners, LLC 1.14% Reduce -0.3% 51,066 $8.9M
Lockheed Martin Investment Management Co. 0.51% New 50,800 $8.8M
Cyndeo Wealth Partners, LLC 0.69% Add +9.7% 50,654 $8.8M
Natixis Investment Managers International 0.66% Reduce -3.7% 50,609 $8.8M
Sandy Spring Bank 0.39% Reduce -3.8% 50,404 $8.8M
Capital Fund Management S.A. 0.10% Reduce -76.9% 50,167 $8.7M
L & S Advisors Inc 1.12% Reduce -27.9% 50,144 $8.7M
Kingfisher Capital LLC 2.05% Add +0.2% 50,117 $8.7M
Nishkama Capital, LLC 1.30% Reduce -40.2% 50,105 $8.7M
Altfest L J & Co. Inc. 1.18% Add +10.3% 49,643 $8.6M
Integrated Wealth Concepts LLC 0.12% Add +23.3% 49,579 $8.6M
Totem Point Management, LLC 12.56% Reduce -19.3% 49,360 $8.6M
Victory Capital Management Inc. 0.01% Reduce -23.8% 48,446 $8.4M
Redwood Investments, LLC 2.86% Reduce -27.9% 97,568 $8.4M
Diversify Advisory Services, LLC 0.46% Add +166.0% 45,471 $8.4M
Oliver Luxxe Assets LLC 1.77% Reduce -1.1% 48,012 $8.3M
Smith Group Asset Management, LLC 0.74% Reduce -7.0% 47,968 $8.3M
Kemnay Advisory Services Inc. 1.73% Add +7.0% 47,849 $8.3M
Delphi Financial Group, Inc. 4.77% No change 47,830 $8.3M
Private Advisory Group LLC 1.09% Reduce -19.2% 47,772 $8.3M
Taika Capital, LP 6.58% Reduce -20.1% 47,530 $8.3M
Global X Japan Co., Ltd. 1.17% Add +33.0% 47,301 $8.2M
Legacy Trust 2.04% Reduce -2.2% 47,197 $8.2M
Cumberland Partners Ltd 0.60% Reduce -0.9% 47,152 $8.2M
Lorne Steinberg Wealth Management Inc. 2.62% Add +0.1% 46,872 $8.1M
Annex Advisory Services, LLC 0.29% New 46,657 $8.1M
Hyperion Capital Advisors LP 3.80% Reduce -24.8% 46,588 $8.1M
Mirabaud Asset Management Ltd 3.72% Reduce -39.2% 46,550 $8.1M
Bank Pictet & Cie (asia) Ltd. 2.71% Add +0.3% 46,504 $8.1M
7G Capital Management, LLC 3.53% No change 48,500 $8.0M
Kempner Capital Management Inc. 4.24% No change 46,039 $8.0M
Tower View Wealth Management LLC 4.59% Add +0.1% 46,024 $8.0M
Rheos Capital Works Inc. 0.42% Reduce -52.6% 46,000 $8.0M
Northwest Bancshares, Inc. 1.36% Reduce -12.1% 45,856 $8.0M
Clear Harbor Asset Management, LLC 0.70% Add +5.7% 45,789 $8.0M
DSM Capital Partners LLC 0.12% Reduce -24.8% 45,725 $7.9M
Chiron Investment Management, LLC 3.11% Add +2.4% 45,638 $7.9M
Eagle Rock Investment Company, LLC 1.43% Add +0.8% 45,595 $7.9M
Fairfield, Bush & Co. 4.73% Reduce -2.3% 45,384 $7.9M
Gold Investment Management Ltd. 3.32% Reduce -3.1% 45,234 $7.9M
NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd 33.78% New 45,100 $7.8M
Caxton Associates LP 0.31% New 45,000 $7.8M
JAT Capital Mgmt LP 1.22% New 44,875 $7.8M
American Trust 0.63% Add +0.8% 44,156 $7.7M
Scalar Gauge Management, LLC 4.45% New 44,000 $7.6M
MYDA Advisors LLC 2.33% Reduce -20.0% 44,000 $7.6M
Integrated Advisors Network LLC 0.39% Reduce -11.2% 43,940 $7.6M
Gilder Gagnon Howe & Co. LLC 0.09% New 42,879 $7.5M
Sequoia Financial Advisors, LLC 0.09% Add +0.8% 42,730 $7.4M
Simplicity Wealth,LLC 0.17% Add +6.6% 42,454 $7.4M
Hamilton Wealth, LLC 1.97% Reduce -30.5% 42,270 $7.3M
Advisors Asset Management, Inc. 0.14% Reduce -0.5% 42,064 $7.3M
Profund Advisors LLC 0.27% Reduce -12.0% 42,062 $7.3M
Keybank National Association 0.03% Reduce -4.8% 41,988 $7.3M
Choreo, LLC 0.12% Add +972.4% 42,036 $7.3M
Bleakley Financial Group, LLC 0.21% Add +3.7% 41,403 $7.2M
D.A. Davidson & Co. 0.06% Add +9.8% 41,071 $7.1M
Susquehanna International Group Ltd. 1.78% Add +11.2% 40,880 $7.1M
Paragon Advisors, LLC 2.59% Reduce -11.2% 40,836 $7.1M
Pelham Capital Ltd. 4.35% New 40,754 $7.1M
Absolute Gestao de Investimentos Ltda. 3.68% New 40,570 $7.1M
New Vernon Capital Holdings II LLC 3.79% No change 40,404 $7.0M
Whittier Trust Co. 0.10% Reduce -5.1% 40,037 $7.0M
BTG Pactual Asset Management US LLC 1.74% — 40,002 $7.0M
NewEdge Wealth, LLC 0.15% Reduce -4.2% 39,736 $6.9M
Prelude Capital Management, LLC 0.58% Reduce -27.1% 39,560 $6.9M
Dupree Financial Group, LLC 3.33% Reduce -22.1% 39,558 $6.9M
Steward Partners Investment Advisory, LLC 0.07% Add +7.5% 39,373 $6.8M
Eisler Capital (US) LLC 1.29% Reduce -7.9% 39,292 $6.8M
GUARDCAP ASSET MANAGEMENT Ltd 0.10% Reduce -21.3% 39,083 $6.8M
SCS Capital Management LLC 0.14% Add +0.3% 38,944 $6.8M
Kestra Private Wealth Services, LLC 0.14% Add +61.5% 38,847 $6.8M
JLB & Associates Inc. 0.91% Reduce -1.7% 38,582 $6.7M
Westend Capital Management, LLC 2.35% Reduce -0.3% 38,845 $6.7M
Banco Santander, S.A. 0.08% Reduce -17.5% 38,485 $6.7M
Ilmarinen Mutual Pension Insurance Co 0.08% No change 38,150 $6.6M
Resolute Wealth Strategies, LLC 3.81% Add +1.2% 37,992 $6.6M
Quantinno Capital Management LP 0.12% Add +25.5% 37,986 $6.6M
Community Financial Services Group, LLC 1.42% Reduce -9.9% 37,851 $6.6M
Beacon Investment Advisory Services, Inc. 0.28% Add +3.2% 37,843 $6.6M
A. D. Beadell Investment Counsel, Inc. 5.48% Add +0.3% 37,672 $6.5M
Daiichi Life Insurance Co., Ltd. 0.16% New 36,790 $6.4M
Greenland Capital Management LP 1.37% Add +67.6% 36,687 $6.4M
Benson Investment Management Company, Inc. 2.60% Reduce -2.9% 36,178 $6.3M
Ingalls & Snyder LLC 0.27% Add +1.2% 36,097 $6.3M
YHB Investment Advisors, Inc. 0.54% Add +10.5% 35,852 $6.2M
Covea Finance 0.28% No change 35,511 $6.2M
AMG National Trust Bank 0.17% Add +31.1% 35,484 $6.2M
Allen Capital Group, LLC 0.86% Reduce -4.0% 35,258 $6.1M
Lester Murray Antman dba SimplyRich 1.94% No change 35,260 $6.1M
LSV Asset Management 0.01% Reduce -13.4% 35,000 $6.1M
Renaissance Technologies 0.01% Reduce -39.9% 34,829 $6.1M
Compass Wealth Management LLC 1.49% Reduce -0.4% 34,817 $6.1M
Candelo Capital Management LP 4.48% New 34,750 $6.0M
Rwa Wealth Partners, LLC 0.08% Reduce -17.6% 34,670 $6.0M
Ironvine Capital Partners, LLC 0.66% No change 34,637 $6.0M
Mitchell Capital Management Co. 1.06% Reduce -0.5% 34,614 $6.0M
Penserra Capital Management LLC 0.08% Reduce -16.3% 34,526 $6.0M
MMBG Investment Advisors Co. 0.64% Add +0.2% 34,370 $6.0M
Icon Advisers Inc. 1.37% No change 34,500 $5.9M
Argent Trust Co 0.26% Add +19.2% 34,170 $5.9M
Castleark Management LLC 0.24% Add +98.5% 33,940 $5.9M
Richard P Slaughter Associates Inc 1.39% Reduce -3.0% 33,898 $5.9M
Louisbourg Investments Inc. 1.64% Reduce -17.0% 38,805 $5.9M
Independent Financial Group, LLC 0.23% Add +182.0% 33,732 $5.9M
DRW Securities, LLC 0.36% Add +113.1% 33,618 $5.8M
B. Riley Wealth Advisors, Inc. 0.15% Add +41.0% 33,348 $5.8M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.19% Add +23.1% 33,287 $5.8M
Elevation Point Wealth Partners, LLC 0.46% Add +82.8% 33,267 $5.8M
Eldred Rock Partners, LLC 2.39% Add +55.5% 32,880 $5.7M
Forge First Asset Management Inc. 2.41% Reduce -24.5% 32,640 $5.7M
Prosperity Consulting Group, LLC 0.77% Reduce -27.0% 32,458 $5.6M
Equitable Trust Co. 0.39% Add +725.1% 32,412 $5.6M
Pinnbrook Capital Management LP 1.70% Reduce -63.5% 32,313 $5.6M
Baader Bank Aktiengesellschaft 0.44% Reduce -6.8% 32,416 $5.6M
Milestones Administradora de Recursos Ltda. 2.35% New 32,110 $5.6M
CastleKnight Management LP 0.78% Add +5.3% 31,900 $5.5M
Parallel Advisors, LLC 0.14% Add +6.0% 31,871 $5.5M
Financial Perspectives, Inc 2.01% Add +0.0% 31,392 $5.5M
Mgo One Seven LLC 0.26% Reduce -8.5% 31,309 $5.4M
Ballentine Partners, LLC 0.10% Reduce -10.0% 31,175 $5.4M
Meiji Yasuda Asset Management Co Ltd. 0.22% Add +33.3% 30,968 $5.4M
Goodman Advisory Group, LLC 1.61% Add +11.7% 30,928 $5.4M
Vestmark Advisory Solutions, Inc. 0.22% Reduce -4.0% 30,895 $5.4M
180 Wealth Advisors, LLC 0.87% Reduce -2.1% 29,058 $5.4M
In-Depth Partners, LLC 4.89% New 30,541 $5.3M
Maple-Brown Abbott Ltd 0.56% Reduce -13.7% 30,487 $5.3M
Interval Partners, LP 0.16% New 30,455 $5.3M
Kapitalo Investimentos Ltda 1.59% Reduce -49.6% 30,424 $5.3M
Tufton Capital Management 1.03% Reduce -1.6% 30,354 $5.3M
Raymond James Trust N.A. 0.12% Add +14.3% 30,125 $5.2M
Pinkerton Wealth, LLC 0.80% Add +4.0% 30,122 $5.2M
KP Management LLC 1.96% Add +50.0% 30,000 $5.2M
Calamos Wealth Management LLC 0.28% Add +15.1% 29,990 $5.2M
Quaero Capital S.A. 11.53% Reduce -7.1% 29,984 $5.2M
Leibman Financial Services, Inc. 3.85% Reduce -9.2% 29,915 $5.2M
JCIC Asset Management Inc. 2.14% Add +24.2% 29,871 $5.2M
Schechter Investment Advisors, LLC 0.39% Add +2.7% 29,865 $5.2M
Trust Co. of Vermont 0.28% Add +5.9% 29,771 $5.2M
W.G. Shaheen & Associates DBA Whitney & Co 0.59% Reduce -0.1% 29,736 $5.2M
One Capital Management, LLC 0.18% New 29,575 $5.1M
Compound Planning, Inc. 0.38% Add +6.2% 29,568 $5.1M
Green Alpha Advisors, LLC 4.13% Reduce -11.1% 29,551 $5.1M
Skye Global Management LP 0.12% New 29,500 $5.1M
Family Legacy, Inc. 1.83% Reduce -1.8% 29,382 $5.1M
Okabena Investment Services Inc. 1.62% Reduce -6.3% 29,373 $5.1M
Pitcairn Co. 0.31% Add +2.3% 29,126 $5.1M
Soviero Asset Management, LP 3.87% New 29,000 $5.0M
Whittier Trust Co. of Nevada Inc. 0.14% Reduce -2.8% 28,872 $5.0M
WCG Wealth Advisors LLC 0.37% Reduce -0.7% 28,859 $5.0M
Aragon Global Management, LP 2.13% New 28,700 $5.0M
Coronation Fund Managers Ltd. 0.29% Reduce -94.4% 28,527 $5.0M
Balboa Wealth Partners 1.31% Reduce -8.6% 28,434 $4.9M
Saranac Partners Ltd 2.94% Reduce -17.4% 28,426 $4.9M
Hantz Financial Services, Inc. 0.09% Add +53.0% 28,401 $4.9M
Front Row Advisors LLC 1.71% Add +0.7% 28,289 $4.9M
Valley National Advisers Inc. 0.73% Reduce -3.4% 28,364 $4.9M
Ardsley Advisory Partners LP 0.89% Reduce -18.6% 28,300 $4.9M
Pinebridge Investments, L.P. 0.04% Reduce -67.1% 28,264 $4.9M
California First Leasing Corp. 2.20% No change 28,250 $4.9M
Savoie Capital LLC 0.63% Reduce -9.4% 28,066 $4.9M
iA Global Asset Management Inc. 0.09% Reduce -5.5% 27,941 $4.9M
EFG Asset Management (Americas) Corp. 0.94% Add +38.8% 27,737 $4.8M
Coalescence Partners Investment Management, LP 3.99% Reduce -58.0% 27,703 $4.8M
Allianz SE 0.14% Reduce -19.9% 27,680 $4.8M
Cwm, LLC 0.02% Add +9.0% 27,554 $4.8M
Blue Trust, Inc. 0.07% Add +46.3% 35,018 $4.8M
Moors & Cabot, Inc. 0.25% Add +18.4% 27,321 $4.7M
Hunter Perkins Capital Management, LLC 0.99% Reduce -7.9% 27,060 $4.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +3.6% 27,147 $4.7M
Biglari, Sardar 15.74% No change 26,728 $4.6M
Malaga Cove Capital, LLC 1.89% Reduce -0.1% 26,704 $4.6M
Jackson Square Capital, LLC 1.13% Reduce -4.8% 26,460 $4.6M
Regions Financial Corp. 0.03% Reduce -0.7% 26,135 $4.5M
Knuff & Co LLC 1.47% Reduce -0.2% 26,052 $4.5M
Value Star Asset Management (Hong Kong) Ltd 1.67% Add +44.4% 26,000 $4.5M
Artal Group S.A. 0.12% Reduce -18.8% 26,000 $4.5M
Nicholas Investment Partners, LP 0.52% Add +13.6% 25,958 $4.5M
First Manhattan Co. Llc. 0.01% Add +13.4% 25,767 $4.5M
New Millennium Group LLC 2.93% Add +33.8% 25,808 $4.5M
Ativo Capital Management LLC 4.59% Reduce -0.0% 25,522 $4.4M
Madison Asset Management, LLC 0.05% Reduce -15.3% 25,227 $4.4M
Highland Capital Management, LLC 0.26% Reduce -6.8% 25,067 $4.4M
Veritas Asset Management LLP 0.03% Reduce -60.4% 25,033 $4.4M
Valliance Asset Management Ltd 13.03% New 25,000 $4.3M
Bard Financial Services, Inc. 0.45% Reduce -2.1% 24,993 $4.3M
Live Oak Private Wealth LLC 0.75% Add +0.6% 24,940 $4.3M
Summit Financial, LLC 0.20% Add +125.3% 24,766 $4.3M
Catalyst Capital Advisors LLC 0.10% New 24,800 $4.3M
Eventide Asset Management, LLC 0.07% Add +2.4% 24,749 $4.3M
Intrinsic Value Partners, LLC 4.43% Reduce -0.4% 24,463 $4.3M
Beverly Hills Private Wealth, LLC 0.93% Add +32.5% 24,437 $4.2M
Virtus Family Office LLC 5.75% Reduce -28.4% 24,201 $4.2M
Rehmann Capital Advisory Group 0.30% Add +0.1% 24,187 $4.2M
Bfsg, LLC 0.53% Add +26.3% 23,896 $4.2M
CW Advisors, LLC 0.07% Reduce -0.8% 23,864 $4.1M
Blackhawk Capital Partners, LLC 2.45% Add +17.9% 23,383 $4.1M
Helios Capital Management Pte. Ltd. 2.64% Add +41.2% 23,300 $4.0M
Florida Trust Wealth Management Co 0.14% Add +5.2% 23,294 $4.0M
Transatlantique Private Wealth LLC 1.65% Add +3.9% 23,299 $4.0M
AdvisorNet Financial, Inc 0.37% Reduce -3.8% 23,170 $4.0M
Ameritas Advisory Services, LLC 0.15% Add +3.3% 22,965 $4.0M
James Hambro & Partners LLP 0.18% Reduce -94.5% 22,518 $3.9M
Cape Cod Five Cents Savings Bank 0.37% Reduce -9.8% 22,255 $3.9M
Keystone Investors Pte Ltd. 0.33% Add +209.6% 22,232 $3.9M
Peapack Gladstone Financial Corp. 0.06% Add +27.7% 22,146 $3.8M
Grace & Mercy Foundation, Inc. 0.86% Reduce -18.5% 22,000 $3.8M
ROI Financial Advisors, LLC 2.77% Add +1.4% 22,060 $3.8M
Trust Investment Advisors 2.42% Add +3.4% 21,905 $3.8M
Global Retirement Partners, LLC 0.12% Add +24.8% 21,743 $3.8M
Foundations Investment Advisors, LLC 0.09% Reduce -1.1% 21,665 $3.8M
Stone Summit Wealth LLC 1.35% Reduce -0.4% 21,632 $3.8M
SeaCrest Wealth Management, LLC 0.43% Add +42.0% 21,632 $3.8M
Daiwa Securities Group Inc. 0.02% Add +3.9% 21,548 $3.7M
EP Wealth Advisors, LLC 0.04% Add +48.2% 21,499 $3.7M
Cypress Asset Management Inc. 0.96% Reduce -0.1% 21,117 $3.7M
Venture Visionary Partners LLC 0.17% Reduce -2.9% 21,446 $3.7M
Venturi Wealth Management, LLC 0.22% Add +4.8% 21,373 $3.7M
Jackson Hole Capital Partners, LLC 0.82% Add +1223.0% 21,313 $3.7M
Schwartz Investment Counsel Inc. 0.14% No change 21,250 $3.7M
EDENTREE ASSET MANAGEMENT Ltd 1.16% Add +11.2% 21,032 $3.7M
Independent Advisor Alliance 0.12% Add +7.2% 20,981 $3.6M
SevenBridge Financial Group, LLC 0.81% Add +2.2% 23,426 $3.6M
Stonebridge Capital Management Inc. 1.55% Reduce -1.1% 20,920 $3.6M
Cox Capital Mgt LLC 2.20% Add +40.2% 20,917 $3.6M
Trustmark Bank Trust Department 0.29% Add +3.5% 20,901 $3.6M
Western Wealth Management, LLC 0.27% Add +2.8% 20,767 $3.6M
Semmax Financial Advisors Inc. 1.08% Add +27.8% 20,782 $3.6M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 2.04% No change 20,600 $3.6M
Americana Partners, LLC 0.28% Add +8.1% 20,527 $3.6M
Horizon Investments, LLC 0.10% Add +182.9% 20,489 $3.6M
Jensen Investment Management Inc. 0.03% Add +1.6% 20,368 $3.5M
Dantai Capital Ltd 3.98% No change 20,340 $3.5M
Marex Group Ltd 0.09% Reduce -3.5% 20,300 $3.5M
Allworth Financial LP 0.02% Add +12.7% 21,170 $3.5M
Fairbanks Capital Management, Inc. 2.30% Add +2.4% 20,181 $3.5M
Tybourne Capital Management (hk) Ltd. 0.71% Add +114.3% 20,169 $3.5M
Dynamic Advisor Solutions LLC 0.11% Add +33.5% 20,026 $3.5M
Black Swift Group, LLC 0.80% New 20,010 $3.5M
Equitable Holdings, Inc. 0.04% Add +6.9% 19,867 $3.5M
Legacy Wealth Asset Management, LLC 0.97% Reduce -4.8% 19,776 $3.4M
Clough Capital Partners L P 0.38% New 19,772 $3.4M
Impax Asset Management Group plc 0.01% Reduce -43.1% 19,754 $3.4M
Valeo Financial Advisors, LLC 0.11% Add +6.0% 19,725 $3.4M
Evergreen Wealth Management, LLC 2.26% No change 19,623 $3.4M
Sprucegrove Investment Management Ltd. 0.18% Reduce -11.0% 19,500 $3.4M
Left Brain Wealth Management, LLC 1.58% Add +2.6% 19,444 $3.4M
DGS Capital Management, LLC 0.95% Add +12.2% 19,434 $3.4M
Sabal Trust CO 0.20% Reduce -0.6% 19,431 $3.4M
KBC Group NV 0.01% Reduce -17.3% 19,404 $3.4M
Bradley Foster & Sargent Inc. 0.06% Reduce -7.7% 19,371 $3.4M
Birch Capital Management, LLC 1.74% Add +18.4% 19,302 $3.4M
Stamos Capital Partners, L.P. 0.71% Reduce -32.2% 19,260 $3.3M
Little House Capital LLC 1.04% Add +2.4% 19,113 $3.3M
West Family Investments, Inc. 1.00% Reduce -0.4% 19,101 $3.3M
Sit Investment Associates Inc. 0.08% Add +40.4% 19,090 $3.3M
Lagoda Investment Management, L.P. 1.91% Add +40.7% 19,077 $3.3M
Bank Ozk 1.43% Add +15.6% 19,014 $3.3M
Cypress Capital Group 0.39% Add +1.2% 18,959 $3.3M
Geneos Wealth Management Inc. 0.14% Reduce -0.4% 18,660 $3.2M
Oberweis Asset Management Inc./ 0.20% No change 18,500 $3.2M
Capital Analysts, LLC 0.14% Add +7.3% 18,492 $3.2M
Zions Bancorporation, N.A. 0.25% Add +107023.5% 18,211 $3.2M
Brown Brothers Harriman & Co. 0.02% Reduce -14.9% 18,135 $3.2M
Benchmark Investment Advisors LLC 2.28% Reduce -0.5% 18,101 $3.1M
English Capital Management LLC 2.63% No change 18,098 $3.1M
U.S. Capital Wealth Advisors, LLC 0.12% Add +6.1% 18,083 $3.1M
Snider Financial Group 1.21% Add +0.1% 18,078 $3.1M
Independent Family Office, LLC 1.79% Reduce -14.1% 18,025 $3.1M
Wedbush Securities Inc. 0.11% Add +0.6% 17,943 $3.1M
Old Well Partners, LLC 3.67% Reduce -10.5% 17,900 $3.1M
Archford Capital Strategies, LLC 0.50% Add +1.0% 17,844 $3.1M
Alaethes Wealth, LLC 1.28% Reduce -0.4% 17,724 $3.1M
NorthCoast Asset Management LLC 0.03% Add +152.1% 17,744 $3.1M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +0.4% 17,733 $3.1M
Cloverfields Capital Group, LP 1.04% Add +0.9% 17,719 $3.1M
Empowered Funds, LLC 0.05% Reduce -15.0% 17,713 $3.1M
One Wealth Advisors, LLC 0.66% Reduce -1.5% 18,301 $3.1M
Maia Wealth LLC 0.92% — 16,495 $3.1M
Nilsine Partners, LLC 0.41% Add +19.4% 17,510 $3.0M
Checchi Capital Advisers, LLC 0.24% Add +0.8% 17,379 $3.0M
Eagle Strategies LLC 0.58% New 17,313 $3.0M
Adams Wealth Management 0.69% Add +0.5% 17,225 $3.0M
CacheTech Inc. 0.69% — 17,225 $3.0M
HB Wealth Management, LLC 0.03% Add +13.6% 17,112 $3.0M
ING Groep NV 0.02% Add +1.2% 17,059 $3.0M
Wealth Alliance, LLC 0.38% Add +31.6% 16,976 $3.0M
PDS Planning, Inc 0.30% Add +3.4% 16,922 $2.9M
Sowell Financial Services LLC 0.14% Add +3.2% 16,677 $2.9M
Bridgewater Advisors Inc. 0.36% New 18,111 $2.9M
SpiderRock Advisors, LLC 0.08% Reduce -41.8% 16,641 $2.9M
PICTET BANK & TRUST Ltd 2.95% Reduce -11.0% 16,630 $2.9M
Procyon Advisors, LLC 0.21% Add +0.5% 16,545 $2.9M
Cascade Financial Partners, LLC 0.38% Add +6.5% 16,508 $2.9M
&partners 0.12% Add +147.2% 16,411 $2.9M
Freedom Investment Management, Inc. 0.23% Add +2.2% 16,380 $2.8M
Northwest & Ethical Investments L.P. 0.08% Reduce -51.3% 16,343 $2.8M
Citizens National Bank Trust Department 0.63% Reduce -0.5% 16,326 $2.8M
Rakuten Securities, Inc. 1.22% Reduce -29.3% 16,318 $2.8M
Regent Peak Wealth Advisors LLC 0.65% Reduce -22.8% 16,254 $2.8M
Cubist Systematic Strategies, LLC 0.05% Reduce -79.6% 16,253 $2.8M
TD Private Client Wealth LLC 0.09% Add +75.5% 16,237 $2.8M
Concourse Financial Group Securities, Inc. 0.18% Add +42.2% 16,085 $2.8M
Coldstream Capital Management Inc. 0.07% Add +117.3% 16,102 $2.8M
Kingsview Wealth Management, LLC 0.07% Add +5.7% 16,086 $2.8M
Ieq Capital, LLC 0.04% Add +31.5% 16,040 $2.8M
Baldwin Investment Management, LLC 0.38% Reduce -2.1% 16,016 $2.8M
Great Lakes Retirement, Inc. 0.38% Add +25.5% 15,920 $2.8M
Opinicus Capital, Inc. 2.34% Add +3.4% 15,917 $2.8M
Trivest Advisors Ltd 0.14% Reduce -97.7% 15,800 $2.7M
Voya Financial Advisors, Inc. 0.31% Add +11.6% 15,983 $2.7M
Donaldson Capital Management, LLC 0.11% Add +2.6% 15,675 $2.7M
E Fund Management (Hong Kong) Co., Ltd. 1.66% Reduce -3.8% 15,586 $2.7M
Employees Retirement System of Texas 0.03% New 15,571 $2.7M
Beacon Pointe Advisors, LLC 0.03% Add +21.6% 15,556 $2.7M
Financial Gravity Asset Management, Inc. 0.67% Add +2.0% 15,479 $2.7M
Financial Counselors Inc. 0.04% Add +8.4% 15,333 $2.7M
Engineers Gate Manager LP 0.06% Add +47.4% 15,305 $2.7M
HighPoint Advisor Group LLC 0.16% Add +2.5% 17,191 $2.7M
Ballast Advisors LLC 0.83% Add +6.2% 15,137 $2.6M
Silphium Asset Management Ltd 1.25% New 15,050 $2.6M
IFP Advisors, Inc 0.10% Add +26.4% 15,024 $2.6M
Cadence Bank 0.20% No change 15,004 $2.6M
Edgewood Management LLC 0.01% Add +15.4% 15,000 $2.6M
McKinley Capital Management LLC 0.46% Reduce -2.4% 14,968 $2.6M
Blue Square Asset Management, LLC 1.52% Add +9.1% 14,954 $2.6M
Mizuho Markets Americas LLC 0.07% Reduce -56.4% 14,900 $2.6M
Stratos Wealth Partners, LTD. 0.04% Add +15.6% 14,881 $2.6M
Old North State Wealth Management, LLC 1.69% Reduce -49.0% 14,762 $2.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -1.5% 14,774 $2.6M
World Equity Group, Inc. 0.77% Reduce -49.3% 14,767 $2.6M
Intrust Bank NA 0.27% Add +2.0% 14,724 $2.6M
Hilltop National Bank 0.82% Add +13.9% 14,664 $2.5M
CMT Capital Markets Trading GmbH 0.72% Add +383.5% 14,644 $2.5M
WESPAC Advisors SoCal, LLC 0.64% Add +0.2% 14,601 $2.5M
Loudon Investment Management, LLC 1.49% No change 14,570 $2.5M
Allen Wealth Management, LLC 2.25% Add +2.0% 14,564 $2.5M
Jones Financial Companies LLLP 0.00% Add +684.9% 14,528 $2.5M
Altman Advisors, Inc. 1.43% Reduce -2.3% 14,507 $2.5M
Henshaw Capital LLC 0.11% Add +0.1% 14,481 $2.5M
AE Wealth Management LLC 0.03% Add +10.1% 14,481 $2.5M
South Dakota Investment Council 0.05% Reduce -0.1% 14,316 $2.5M
Pinnacle Wealth Planning Services, Inc. 0.35% Add +25.8% 14,289 $2.5M
Lhm, Inc. 1.05% No change 14,245 $2.5M
Gabelli Funds LLC 0.02% No change 14,270 $2.5M
Circle Wealth Management, LLC 0.06% Add +182.5% 14,195 $2.5M
Belpointe Asset Management LLC 0.17% Add +11.5% 14,173 $2.5M
Pekin Hardy Strauss, Inc. 0.34% Add +26.4% 14,170 $2.5M
Patriot Financial Group Insurance Agency, LLC 0.36% Add +6.7% 14,162 $2.5M
Mesirow Financial Investment Management, Inc. 0.06% Add +12.9% 14,087 $2.5M
Financial Advocates Investment Management 0.15% Add +59.7% 14,122 $2.5M
Azzad Asset Management Inc. 0.29% Add +0.4% 14,103 $2.5M
Avitas Wealth Management LLC 0.36% Add +207.0% 14,048 $2.4M
Boston Partners 0.00% New 14,015 $2.4M
TrueMark Investments, LLC 0.83% Reduce -13.8% 14,003 $2.4M
Dymon Asia Capital (singapore) Pte. LTD. 3.01% Reduce -29.1% 13,978 $2.4M
HUB Investment Partners, LLC 0.12% Add +4.0% 13,928 $2.4M
Skandinaviska Enskilda Banken AB (publ) 0.01% Add +23886.2% 13,912 $2.4M
Pine Valley Investments Ltd Liability Co 0.18% Add +7.0% 13,863 $2.4M
Huntington National Bank 0.02% Add +1.4% 13,787 $2.4M
Cinctive Capital Management LP 0.13% Add +674.3% 13,767 $2.4M
Analyst IMS Investment Management Services Ltd. 0.10% No change 13,754 $2.4M
Absoluto Partners Gestao de Recursos Ltda 1.27% New 13,735 $2.4M
Yarbrough Capital, LLC 0.10% No change 13,657 $2.4M
Retireful, LLC 1.10% Reduce -20.9% 13,510 $2.3M
Gratus Wealth Advisors, LLC 0.40% Add +2.4% 14,152 $2.3M
Spire Wealth Management 0.08% Add +8.7% 13,497 $2.3M
LRT Capital Management, LLC 2.20% Add +2.4% 13,478 $2.3M
Drucker Wealth 3.0, LLC 0.61% — 13,306 $2.3M
Benjamin F. Edwards & Company, Inc. 0.04% Reduce -7.2% 13,292 $2.3M
Shaker Investments LLC 1.00% Reduce -0.5% 13,293 $2.3M
Bright Futures Wealth Management, LLC. 1.25% Reduce -0.0% 15,394 $2.3M
Tiaa Trust, National Association 0.01% Add +1.5% 13,146 $2.3M
Jupiter Wealth Management LLC 1.21% Reduce -0.5% 13,735 $2.3M
Pinnacle Associates Ltd. 0.04% Add +3.6% 12,909 $2.2M
Centaurus Financial, Inc. 0.15% Add +13.0% 12,859 $2.2M
Cape Investment Advisory, Inc. 1.00% Add +0.8% 12,841 $2.2M
Farther Finance Advisors, LLC 0.11% Add +14.4% 12,937 $2.2M
Connective Portfolio Management, LLC 3.61% New 12,760 $2.2M
Concurrent Investment Advisors, LLC 0.07% Add +11.4% 12,695 $2.2M
Rothschild Investment LLC 0.15% Add +14.2% 12,634 $2.2M
Apollon Wealth Management, LLC 0.07% Reduce -9.4% 12,486 $2.2M
RiverPark Advisors, LLC 1.79% Reduce -7.5% 12,438 $2.2M
SVB Wealth LLC 0.05% Reduce -10.2% 12,297 $2.1M
Dover Advisors, LLC 1.32% Add +4.0% 12,293 $2.1M
Grey Ledge Advisors, LLC 0.58% Reduce -2.9% 12,220 $2.1M
FineMark National Bank & Trust 0.08% Reduce -8.9% 12,123 $2.1M
Meiji Yasuda Life Insurance Co 0.04% Reduce -5.8% 12,088 $2.1M
Provenance Wealth Advisors, LLC 0.29% Reduce -2.5% 12,084 $2.1M
PFG Investments, LLC 0.15% Reduce -44.5% 11,986 $2.1M
GeoWealth Management, LLC 0.09% Add +67.9% 11,983 $2.1M
Copperleaf Capital, LLC 1.66% Add +1.3% 11,978 $2.1M
9258 Wealth Management, LLC 0.32% Reduce -2.1% 11,960 $2.1M
Curbstone Financial Management Corp 0.45% Reduce -4.4% 11,950 $2.1M
Bray Capital Advisors 0.52% No change 11,936 $2.1M
Arbor Capital Management Inc. 1.90% Reduce -6.1% 12,038 $2.1M
Sigma Planning Corp 0.07% Add +19.7% 11,926 $2.1M
OMERS ADMINISTRATION Corp 0.02% No change 11,800 $2.1M
Marks Group Wealth Management, Inc 0.21% Add +3.3% 11,737 $2.0M
Global Financial Private Client, LLC 0.85% Reduce -1.4% 11,728 $2.0M
Personal Cfo Solutions, LLC 0.31% Add +98.8% 11,716 $2.0M
Strengthening Families & Communities, LLC 0.58% New 11,691 $2.0M
First Dallas Securities Inc. 0.89% Add +46.4% 11,678 $2.0M
Lindbrook Capital, LLC 0.19% Add +5.9% 11,641 $2.0M
AlphaCore Capital LLC 0.49% Add +122.0% 11,605 $2.0M
Finer Wealth Management, Inc. 1.29% Add +1.0% 11,512 $2.0M
Verdence Capital Advisors LLC 0.18% Add +3.1% 11,507 $2.0M
Savant Capital, LLC 0.02% Reduce -0.5% 11,457 $2.0M
Element Capital Management LLC 0.15% Add +7.4% 11,346 $2.0M
Carret Asset Management, LLC 0.23% Reduce -1.3% 11,340 $2.0M
Shariaportfolio, Inc. 1.06% Reduce -18.7% 11,324 $2.0M
Inspire Investing, LLC 0.23% Add +32.3% 11,286 $2.0M
G&S Capital LLC 0.85% Reduce -8.4% 10,550 $2.0M
Axxcess Wealth Management, LLC 0.05% Add +55.6% 11,164 $1.9M
Sivia Capital Partners, LLC 1.29% Add +4.9% 11,062 $1.9M
Legacy Bridge, LLC 1.13% Add +0.2% 11,032 $1.9M
Two Sigma Advisers, LP 0.00% New 11,000 $1.9M
Altshuler Shaham Ltd 0.07% Add +16.6% 10,972 $1.9M
Capital Market Strategies LLC 1.20% Add +25.0% 10,884 $1.9M
Ridgewood Investments LLC 0.94% Reduce -0.7% 10,839 $1.9M
Lake Street Advisors Group, LLC 0.09% Reduce -0.3% 10,669 $1.9M
Confluence Investment Management LLC 0.03% Add +1.4% 10,700 $1.9M
Cary Street Partners Investment Advisory LLC 0.07% Add +39.4% 10,700 $1.9M
Cozad Asset Management Inc. 0.19% Add +5.1% 10,690 $1.9M
Janiczek Wealth Management, LLC 0.38% Reduce -6.6% 10,521 $1.8M
Canopy Partners, LLC 0.85% Add +3.0% 10,527 $1.8M
Stonehage Fleming Financial Services Holdings Ltd 0.05% New 10,524 $1.8M
Unique Wealth Strategies, LLC 0.86% No change 13,415 $1.8M
K.J. Harrison & Partners Inc 0.30% New 10,500 $1.8M
Connable Office Inc. 0.20% New 10,479 $1.8M
Hartford Financial Management Inc. 0.39% Reduce -14.1% 10,449 $1.8M
State of Wyoming 0.30% Reduce -61.9% 10,374 $1.8M
New Century Financial Group, LLC 0.76% Add +175.3% 10,356 $1.8M
Quintet Private Bank (Europe) S.A. 0.10% Reduce -38.2% 9,064 $1.8M
Greystone Financial Group, LLC 0.35% Reduce -1.4% 10,296 $1.8M
Caldwell Trust Co 0.20% Add +22.0% 10,249 $1.8M
GM Advisory Group, LLC 0.11% Add +2.9% 10,247 $1.8M
Quantum Private Wealth, LLC 0.63% Add +2.4% 10,205 $1.8M
Sapient Capital LLC 0.04% Add +1.3% 10,151 $1.8M
Beese Fulmer Investment Management, Inc. 0.16% Reduce -11.1% 10,167 $1.8M
Founders Financial Securities LLC 0.17% Add +55.2% 10,132 $1.8M
First Hawaiian Bank 0.06% Add +6.7% 10,079 $1.8M
Toronto Dominion Bank 0.00% Reduce -28.9% 10,067 $1.7M
Stablepoint Partners, LLC 0.34% Add +4.2% 10,900 $1.7M
Cladis Investment Advisory, LLC 1.26% No change 10,000 $1.7M
JBF Capital, Inc. 0.27% New 10,000 $1.7M
Drive Wealth Management, LLC 0.46% Reduce -14.2% 9,841 $1.7M
Clearstead Advisors, LLC 0.03% Add +192.1% 9,813 $1.7M
Arkadios Wealth Advisors 0.11% Add +26.1% 9,789 $1.7M
Twin City Private Wealth, LLC 1.60% Reduce -0.0% 9,737 $1.7M
Bison Wealth, LLC 0.27% No change 12,357 $1.7M
Pine Ridge Advisers LLC 0.18% No change 9,625 $1.7M
Investment House LLC 0.10% Reduce -28.4% 9,583 $1.7M
Montecito Bank & Trust 0.34% Reduce -10.1% 9,538 $1.7M
Angeles Investment Advisors, LLC 0.08% Add +37.8% 9,518 $1.7M
First Affirmative Financial Network 1.15% Add +4.6% 9,513 $1.7M
Navera Investment Management Ltd. 0.03% Reduce -12.9% 9,500 $1.7M
HERALD INVESTMENT MANAGEMENT Ltd 0.27% No change 9,500 $1.7M
Buckingham Strategic Wealth, LLC 0.02% Add +2.5% 9,495 $1.7M
Monumental Financial Group Inc. 0.71% Reduce -12.8% 9,423 $1.6M
Kingswood Wealth Advisors, LLC 0.15% Add +141.4% 9,409 $1.6M
Bahl & Gaynor LLC 0.01% No change 9,330 $1.6M
Foresight Global Investors, Inc. 0.78% No change 9,320 $1.6M
SYSTM Wealth Solutions LLC 0.36% Reduce -31.1% 9,283 $1.6M
St Germain D J Co. Inc. 0.08% Reduce -0.0% 9,274 $1.6M
Stratos Wealth Advisors, LLC 0.08% Reduce -7.7% 9,267 $1.6M
Barden Capital Management, Inc. 1.51% Add +0.8% 9,252 $1.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -25.1% 9,156 $1.6M
Veracity Capital LLC 0.66% Add +11.9% 9,148 $1.6M
Essex Financial Services, Inc. 0.12% Add +14.8% 9,651 $1.6M
GC Wealth Management RIA, LLC 0.31% Add +18.4% 9,132 $1.6M
First Citizens Bank & Trust Co. 0.03% Reduce -0.4% 9,132 $1.6M
CenterStar Asset Management, LLC 2.38% New 9,117 $1.6M
LVW Advisors, LLC 0.23% Add +2.4% 9,089 $1.6M
Senator Investment Group LP 0.08% Add +10.6% 9,038 $1.6M
Holowesko Partners Ltd. 0.88% No change 9,000 $1.6M
Alera Investment Advisors, LLC 0.19% Add +61.4% 8,991 $1.6M
Knollwood Investment Advisory, LLC 0.17% Add +27.8% 8,968 $1.6M
XTX Topco Ltd 0.13% Reduce -17.9% 8,929 $1.6M
Insigneo Advisory Services, LLC 0.17% Add +27.3% 10,435 $1.5M
Realta Investment Advisors 0.30% Add +14.4% 8,850 $1.5M
Geneva Partners, LLC 0.63% New 8,850 $1.5M
HF Advisory Group, LLC 0.80% Reduce -9.3% 8,848 $1.5M
Legacy Financial Advisors, Inc. 0.27% Add +0.6% 8,848 $1.5M
Adell Harriman & Carpenter Inc. 0.12% Add +223.9% 8,803 $1.5M
Capital Wealth Planning, LLC 0.02% Add +9.1% 8,797 $1.5M
Legacy Advisors, LLC 0.19% Reduce -2.8% 8,754 $1.5M
Aspen Grove Capital, LLC 0.36% Add +14.1% 8,741 $1.5M
IHT Wealth Management, LLC 0.06% Add +13.6% 8,721 $1.5M
Avior Wealth Management, LLC 0.07% Reduce -27.1% 8,706 $1.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Add +36.4% 8,705 $1.5M
Shelton Capital Management 0.04% Reduce -23.2% 8,672 $1.5M
Harbour Investments, Inc. 0.05% Add +2.6% 8,633 $1.5M
Bellecapital International Ltd. 0.32% Reduce -0.7% 8,614 $1.5M
Great Valley Advisor Group, Inc. 0.04% Reduce -46.7% 8,615 $1.5M
Nipun Capital, L.P. 1.07% No change 8,600 $1.5M
Harbour Capital Advisors, LLC 0.35% Add +7.3% 8,673 $1.5M
Nations Financial Group Inc, /Ia/ 0.12% Reduce -0.8% 8,589 $1.5M
Hamilton Capital, LLC 0.11% Reduce -4.1% 8,565 $1.5M
Connective Capital Management, LLC 2.80% New 8,561 $1.5M
TKG Advisors, LLC 0.80% Reduce -1.9% 8,510 $1.5M
Northeast Financial Consultants Inc 0.07% No change 8,504 $1.5M
Brookstone Capital Management 0.02% Add +14.8% 8,538 $1.5M
Keel Point, LLC 0.13% Reduce -0.3% 8,478 $1.5M
Solstein Capital, LLC 0.95% Add +25.4% 8,401 $1.5M
Geller Advisors LLC 0.11% Reduce -1.9% 8,362 $1.5M
Virtu Financial LLC 0.10% Reduce -85.2% 8,380 $1.5M
Waldron Private Wealth LLC 0.06% Add +1.6% 8,324 $1.5M
Aprio Wealth Management, LLC 0.26% Add +10.2% 8,344 $1.5M
Moloney Securities Asset Management, LLC 0.21% Add +22.0% 8,311 $1.4M
Arthur M. Cohen & Associates, LLC 0.26% Add +14.1% 8,300 $1.4M
First American Trust, FSB 0.14% Add +210.3% 8,288 $1.4M
BOCHK Asset Management Ltd 0.47% Add +5.8% 8,280 $1.4M
Harbert Fund Advisors, LLC 1.15% Reduce -25.5% 8,250 $1.4M
BOS Asset Management, LLC 0.66% New 8,214 $1.4M
BSW Wealth Partners 0.23% Add +3.5% 8,205 $1.4M
Giverny Capital 0.06% Reduce -0.4% 8,163 $1.4M
Kathmere Capital Management, LLC 0.15% Add +9.1% 8,142 $1.4M
Hennion & Walsh Asset Management, Inc. 0.07% Add +206.6% 8,124 $1.4M
Strategic Global Advisors, LLC 0.29% No change 8,113 $1.4M
Advisor OS, LLC 0.15% Add +43.8% 8,108 $1.4M
Morse Asset Management, Inc 0.34% Add +91.4% 8,020 $1.4M
Zacks Investment Management 0.02% Add +4.6% 8,000 $1.4M
Triumph Capital Management 0.54% Add +93.5% 7,925 $1.4M
FDx Advisors, Inc. 0.38% Add +74.9% 7,942 $1.4M
First Horizon Advisors, Inc. 0.04% Add +7.9% 7,934 $1.4M
Mitchell & Pahl Private Wealth, LLC 0.73% Reduce -1.2% 7,915 $1.4M
Anchor Investment Management, LLC 0.14% Reduce -7.5% 7,910 $1.4M
Advisory Resource Group 0.31% Reduce -7.0% 7,877 $1.4M
Aperture Investors, LLC 0.20% Reduce -87.8% 7,851 $1.4M
SRN Advisors, LLC 1.13% Reduce -15.4% 7,847 $1.4M
V-Square Quantitative Management LLC 0.22% Reduce -24.6% 7,880 $1.4M
Merit Financial Group, LLC 0.03% Add +7.5% 7,796 $1.4M
Synovus Financial Corp. 0.02% Add +38.9% 7,742 $1.3M
Dakota Wealth Management 0.03% Add +174.3% 7,731 $1.3M
KCM Investment Advisors LLC 0.05% Add +4.5% 7,724 $1.3M
Brighton Jones LLC 0.04% Add +12.3% 7,722 $1.3M
Schrum Private Wealth Management LLC 1.20% Add +0.9% 7,683 $1.3M
Greenwich Wealth Management LLC 0.10% Add +1.9% 7,675 $1.3M
Windsor Capital Management, LLC 0.41% Reduce -4.2% 7,646 $1.3M
Peoples Bank 1.04% Reduce -9.6% 7,640 $1.3M
Dorsey & Whitney Trust CO LLC 0.09% Reduce -4.1% 7,627 $1.3M
FLC Capital Advisors 0.33% No change 7,611 $1.3M
Legal Advantage Investments, Inc. 0.76% No change 7,610 $1.3M
Gardner Lewis Asset Management L P 0.37% No change 7,600 $1.3M
Scientech Research LLC 0.27% New 7,599 $1.3M
NRI Wealth Management LC 1.02% Add +5.0% 7,592 $1.3M
Quadcap Wealth Management, LLC 0.24% New 7,560 $1.3M
Cable Hill Partners, LLC 0.14% New 7,529 $1.3M
Albert D Mason Inc. 0.89% Add +1.1% 7,545 $1.3M
1620 Investment Advisors, Inc. 1.02% Reduce -27.9% 7,497 $1.3M
Modern Wealth Management, LLC 0.10% Add +5.7% 7,484 $1.3M
KG Capital Management 0.45% Add +50.5% 7,465 $1.3M
Eisler Capital (UK) Ltd. 0.42% Add +104.2% 7,450 $1.3M
James Investment Research, Inc. 0.15% Reduce -1.4% 7,391 $1.3M
Menard Financial Group LLC 0.91% Add +46.8% 7,375 $1.3M
Hancock Whitney Corp. 0.04% Reduce -1.5% 7,350 $1.3M
Glenview Trust Co 0.03% Reduce -2.5% 7,320 $1.3M
Connecticut Wealth Management, LLC 0.07% Reduce -1.4% 7,297 $1.3M
Lebenthal Global Advisors, LLC 0.28% Add +11.6% 7,286 $1.3M
Sendero Wealth Management, LLC 0.21% No change 7,243 $1.3M
Souders Financial Advisors 0.19% Reduce -2.2% 7,232 $1.3M
Perigon Wealth Management, LLC 0.04% Add +6.2% 7,209 $1.3M
Hara Capital LLC 0.80% Reduce -12.7% 7,190 $1.2M
Motco 0.07% Reduce -0.4% 7,178 $1.2M
Knights of Columbus Asset Advisors LLC 0.08% Reduce -4.8% 7,127 $1.2M
Seeds Investor LLC 0.63% Reduce -1.5% 7,100 $1.2M
UMB Bank, n.a. 0.02% Add +4.8% 7,087 $1.2M
Cravens & Co Advisors, LLC 0.91% Reduce -6.6% 7,046 $1.2M
Wintrust Investments LLC 0.10% Add +3.5% 7,018 $1.2M
EverSource Wealth Advisors, LLC 0.08% Reduce -5.6% 7,358 $1.2M
Oasis Management Co Ltd. 0.41% No change 7,000 $1.2M
Galibier Capital Management Ltd. 0.30% Reduce -12.5% 7,000 $1.2M
Eos Management, L.P. 0.47% New 6,967 $1.2M
Centiva Capital, LP 0.06% Add +129.1% 6,952 $1.2M
MWA Asset Management 0.86% Reduce -0.6% 6,929 $1.2M
Avestar Capital, LLC 0.13% Add +32.5% 6,928 $1.2M
J.W. Cole Advisors, Inc. 0.06% Add +25.8% 6,889 $1.2M
Gladstone Institutional Advisory LLC 0.06% Add +17.1% 6,838 $1.2M
Insight Folios Inc 0.49% Reduce -5.1% 6,830 $1.2M
Marietta Investment Partners LLC 0.26% Add +13.4% 6,819 $1.2M
King Luther Capital Management Corp. 0.01% Add +4.7% 6,812 $1.2M
Wedmont Private Capital 0.07% Reduce -20.1% 6,316 $1.2M
Aureus Asset Management, LLC 0.08% Add +54.0% 6,783 $1.2M
Hollow Brook Wealth Management LLC 0.40% No change 6,738 $1.2M
Perennial Investment Advisors, LLC 0.17% Reduce -2.1% 6,725 $1.2M
Sonora Investment Management Group, LLC 0.09% No change 8,591 $1.2M
Sunpointe, LLC 0.76% Add +0.4% 6,697 $1.2M
Hilltop Holdings Inc. 0.14% Add +0.2% 6,671 $1.2M
Trueblood Wealth Management, LLC 0.65% Add +3.9% 6,641 $1.2M
Trust Point Inc. 0.09% Reduce -2.7% 6,637 $1.2M
RMR Wealth Builders 0.13% Add +0.0% 6,611 $1.1M
Mission Wealth Management, LP 0.03% Reduce -0.8% 6,571 $1.1M
Carnegie Investment Counsel 0.04% Add +95.0% 6,560 $1.1M
Focus Partners Advisor Solutions, LLC 0.03% Reduce -15.1% 6,551 $1.1M
Beacon Financial Group 0.13% Reduce -0.6% 6,540 $1.1M
Daymark Wealth Partners, LLC 0.05% Add +28.9% 6,503 $1.1M
General Partner, Inc. 0.72% Add +0.6% 6,472 $1.1M
New Insight Wealth Advisors 0.66% Add +13.0% 6,462 $1.1M
Endowment Wealth Management, Inc. 0.82% Reduce -12.0% 6,451 $1.1M
Signature Estate & Investment Advisors LLC 0.03% New 6,426 $1.1M
Wesbanco Bank Inc. 0.04% Reduce -4.1% 6,407 $1.1M
HBK Sorce Advisory LLC 0.04% Add +0.9% 6,402 $1.1M
SlateStone Wealth, LLC 0.12% New 6,285 $1.1M
City State Bank 0.45% Add +7.4% 6,275 $1.1M
Csenge Advisory Group 0.06% Add +42.6% 6,258 $1.1M
Avidian Wealth Enterprises, LLC 0.05% Add +25.0% 6,194 $1.1M
Journey Advisory Group, LLC 0.13% Reduce -4.6% 6,171 $1.1M
Mutual Advisors, LLC 0.03% Add +14.9% 6,657 $1.1M
Sepio Capital, LP 0.10% Reduce -4.0% 6,050 $1.1M
Argonautica Private Wealth Management, Inc. 0.36% Add +23.6% 6,051 $1.1M
Cornerstone Wealth Management, LLC 0.08% Add +1.9% 6,046 $1.1M
Pinpoint Asset Management Ltd 0.15% New 6,033 $1.0M
Callan Capital, LLC 0.09% Add +8.7% 5,997 $1.0M
Jacobi Capital Management LLC 0.09% Reduce -4.3% 5,994 $1.0M
Wynn Capital, LLC 0.77% Add +3.5% 5,985 $1.0M
Level Four Advisory Services, LLC 0.05% Add +10.3% 5,975 $1.0M
Lanark Financial, Inc. 0.09% Add +40.4% 5,973 $1.0M
Natixis 0.01% Reduce -74.9% 5,964 $1.0M
Principle Wealth Partners LLC 0.08% Add +0.0% 5,942 $1.0M
Westover Capital Advisors, LLC 0.26% New 5,876 $1.0M
NEOS Investment Management LLC 0.04% Add +281.1% 5,858 $1.0M
JT Stratford LLC 0.19% Add +188.5% 5,822 $1.0M
Marino, Stram & Associates LLC 0.25% Reduce -0.1% 5,789 $1.0M
Koshinski Asset Management, Inc. 0.09% Add +54.4% 5,450 $1.0M
One Wealth Map LLC 0.62% Reduce -10.6% 5,901 $999K
Heron Bay Capital Management 0.21% Add +1.0% 5,710 $992K
Valmark Advisers, Inc. 0.02% Add +9.8% 5,689 $989K
Alps Advisors Inc. 0.01% Reduce -6.5% 5,666 $985K
Sphera Funds Management LTD. 0.16% New 5,650 $982K
Per Stirling Capital Management, LLC. 0.16% Reduce -9.0% 5,629 $978K
Fullcircle Wealth LLC 0.48% — 6,105 $976K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -18.6% 5,593 $975K
NFJ Investment Group, LLC 0.03% Reduce -56.0% 5,608 $975K
Sunbelt Securities, Inc. 0.10% Add +6.4% 5,587 $971K
Adero Partners, LLC 0.07% Add +25.4% 5,569 $968K
GHP Investment Advisors, Inc. 0.05% Add +1.3% 5,565 $967K
Smithfield Trust Co 0.05% Add +1.8% 5,535 $962K
Bank of Hawaii 0.04% Add +30.9% 5,521 $960K
Heritage Wealth Management, Inc. 0.32% — 5,200 $957K
Auxier Asset Management LLC 0.15% No change 5,487 $954K
Octavia Wealth Advisors, LLC 0.13% Reduce -2.4% 5,470 $954K
Clifford Group, LLC 0.77% Reduce -0.3% 5,484 $953K
Arete Wealth Advisors, LLC 0.08% New 5,312 $950K
GAMMA Investing LLC 0.13% Add +9.0% 5,448 $947K
Crumly & Associates Inc. 0.27% Reduce -3.1% 5,440 $945K
United Community Bank 0.38% Reduce -5.1% 5,406 $940K
Carr Financial Group Corp 0.30% Reduce -1.3% 5,396 $938K
Transcend Capital Advisors, LLC 0.07% Add +35.0% 5,360 $932K
Chevy Chase Trust Holdings, LLC 0.00% No change 5,343 $929K
Aviso Financial Inc. 0.05% — 5,333 $927K
SageView Advisory Group, LLC 0.06% New 5,306 $922K
IFG Advisory, LLC 0.06% New 5,303 $922K
O'Neil Global Advisors, Inc. 0.43% New 5,290 $919K
Wealthspire Advisors, LLC 0.01% Add +26.6% 5,272 $916K
Trust Co. of Oklahoma 0.32% Add +7.4% 5,235 $910K
GFG Capital, LLC 0.25% Add +3.9% 5,225 $908K
Xponance LLC 0.01% Add +12.3% 5,209 $905K
Diversify Wealth Management, LLC 0.11% — 6,084 $900K
LS Investment Advisors, LLC 0.14% No change 5,159 $897K
Intelligence Driven Advisers, LLC 0.13% Reduce -7.3% 5,154 $896K
AlphaMark Advisors, LLC 0.31% Reduce -2.2% 5,134 $892K
Red Door Wealth Management, LLC 0.16% Add +2.4% 5,101 $887K
Wealthcare Advisory Partners LLC 0.03% Add +11.4% 5,063 $880K
Brilliance Asset Management Ltd. 0.22% Add +14.8% 5,057 $879K
Alpha Cubed Investments, LLC 0.04% Add +12.7% 5,054 $878K
Norris Financial Group, LLC 0.46% New 5,041 $876K
Whalerock Point Partners, LLC 0.23% No change 5,033 $875K
Arax Advisory Partners 0.08% Add +26.6% 5,009 $871K
Ar Asset Management Inc. 0.21% No change 5,006 $870K
Founders Financial Alliance, LLC 0.26% Add +43.5% 5,004 $870K
Callahan Advisors, LLC 0.09% New 5,002 $869K
Quattro Financial Advisors LLC 0.23% No change 5,000 $869K
High Falls Advisors, Inc 0.21% Add +66.7% 5,000 $869K
Brasada Capital Management, LP 0.15% No change 5,000 $869K
Bollard Group LLC 0.02% No change 5,000 $869K
First Pacific Financial 0.22% Add +35585.7% 4,996 $868K
Capital Markets Trading UK LLP 0.64% Reduce -31.5% 4,995 $868K
Ascent Group, LLC 0.07% Add +11.8% 4,993 $868K
Strategic Investment Advisors / MI 0.10% Reduce -1.3% 4,949 $860K
Braun Stacey Associates Inc. 0.03% New 4,944 $859K
Orleans Capital Management Corp. 0.55% New 4,940 $859K
Beck Mack & Oliver LLC 0.02% Reduce -3.9% 4,927 $856K
Benjamin Edwards Inc. 0.16% Reduce -27.4% 4,911 $854K
Byrne Asset Management LLC 0.71% Add +1.9% 4,939 $848K
WP Advisors, LLC 0.27% Reduce -1.0% 4,871 $847K
Fifth Third Wealth Advisors LLC 0.06% Add +9.9% 4,860 $845K
Enterprise Financial Services Corp 0.52% Reduce -8.4% 4,813 $837K
Nkcfo LLC 0.46% New 4,800 $834K
Clifford Swan Investment Counsel LLC 0.03% Add +1.4% 4,798 $834K
Simon Quick Advisors, LLC 0.06% Add +39.3% 4,774 $830K
Tower Research Capital LLC (TRC) 0.01% Reduce -37.3% 4,751 $826K
Gryphon Financial Partners LLC 0.12% Add +20.6% 4,676 $813K
Marcum Wealth, LLC 0.08% Add +49.5% 4,642 $807K
GenTrust, LLC 0.04% New 4,635 $806K
Cavalry Management Group, LLC 11.11% — 4,630 $805K
Narwhal Capital Management 0.08% No change 4,625 $804K
Fishman Jay A Ltd. 0.08% Add +36.9% 4,609 $801K
Fulton Bank, N.A. 0.03% Add +55.8% 4,591 $798K
Ted Buchan & Co 0.43% Add +123.7% 4,588 $798K
Hardy Reed LLC 0.08% New 4,579 $796K
Empower Advisory Group, LLC 0.00% Reduce -12.9% 4,567 $794K
1900 Wealth Management LLC 0.07% Add +0.4% 4,567 $794K
Seed Wealth Management, Inc. 0.69% Add +1.3% 4,558 $792K
Wealth Architects, LLC 0.10% Reduce -0.1% 4,557 $792K
Aaron Wealth Advisors LLC 0.11% Add +1.0% 4,548 $790K
Atlas Capital Advisors Inc. 0.10% Reduce -16.6% 4,546 $790K
Am Investment Strategies LLC 0.19% Add +78.9% 4,548 $790K
Old North State Trust, LLC 0.68% Add +10.8% 4,541 $789K
Forte Capital LLC 0.10% Add +0.4% 4,532 $788K
Parsons Capital Management Inc. 0.05% Add +5.8% 4,524 $786K
Elgethun Capital Management 0.20% Add +0.0% 4,520 $786K
PFG Advisors 0.05% Add +29.7% 4,498 $782K
Toth Financial Advisory Corp. 0.10% Add +96.6% 4,498 $782K
Harbor Capital Advisors, Inc. 0.06% New 4,496 $781K
Wexford Capital LP 0.20% No change 4,480 $779K
Wealthstream Advisors, Inc. 0.28% Add +12.6% 4,470 $777K
Summit Global Investments 0.06% Reduce -29.1% 4,451 $774K
Cordatus Wealth Management LLC 0.29% New 4,444 $772K
Grey Fox Wealth Advisors, LLC 0.27% No change 4,427 $772K
D.B. Root & Company, LLC 0.26% Reduce -28.9% 4,428 $770K
Systematic Alpha Investments, LLC 0.03% No change 4,400 $765K
Northeast Investment Management 0.04% Add +0.9% 4,398 $764K
Lodestone Wealth Management LLC 0.40% Add +2.3% 4,383 $762K
International Assets Investment Management, LLC 0.07% Add +30.8% 4,382 $762K
Moneta Group Investment Advisors LLC 0.01% Add +12.3% 4,380 $761K
Oxbow Advisors, LLC 0.09% New 4,353 $757K
RFG Advisory, LLC 0.02% Add +64.6% 4,338 $754K
Family Manage LLC 0.13% Add +28.8% 4,328 $752K
Reynders McVeigh Capital Management, LLC 0.04% Reduce -3.2% 4,322 $751K
Foster Group, Inc. 0.03% Add +1.4% 4,317 $750K
New Republic Capital, LLC 0.38% Add +1.4% 4,298 $749K
AXS Investments LLC 0.21% Reduce -38.6% 4,300 $747K
Mattern Capital Management, LLC 0.10% Add +24.2% 4,295 $747K
Mather Group, Llc. 0.01% Add +10.4% 5,466 $744K
Freestone Capital Holdings, LLC 0.03% Add +55.0% 4,277 $743K
WR Wealth Planners, LLC 0.23% Add +2081.1% 4,275 $743K
Legacy Capital Wealth Partners, LLC 0.19% New 4,270 $742K
First Nebraska Trust Co 0.08% No change 4,206 $731K
Cidel Asset Management Inc. 0.06% No change 4,146 $721K
Sound View Wealth Advisors Group, LLC 0.07% Add +1.7% 4,141 $720K
Somerset Trust Co 0.29% Add +8.4% 4,136 $719K
Harvest Investment Services, LLC 0.28% Add +167.7% 4,131 $718K
CreativeOne Wealth, LLC 0.04% Reduce -2.0% 4,125 $717K
Charles Schwab Trust Co 0.07% No change 4,114 $715K
Brevan Howard Capital Management LP 0.05% New 4,072 $708K
Legacy Capital Group California, Inc. 0.25% Reduce -1.9% 4,041 $702K
Focus Financial Network, Inc. 0.03% Add +10.8% 4,093 $701K
Keudell/Morrison Wealth Management 0.20% Add +1.5% 4,027 $700K
ORG Partners LLC 0.09% Add +12.6% 4,060 $700K
Matrix Private Capital Group LLC 0.44% Add +8.8% 4,013 $700K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.22% New 4,011 $697K
Smith, Moore & Co. 0.07% Add +5.0% 4,007 $696K
NorthRock Partners, LLC 0.03% Add +55.8% 3,995 $696K
KPP Advisory Services LLC 0.19% Add +16.3% 4,005 $696K
Triasima Portfolio Management inc. 0.06% Add +2.2% 4,004 $696K
BlueCrest Capital Management Ltd 0.19% No change 4,000 $695K
Ensign Peak Advisors, Inc 0.00% Add +0.9% 3,979 $692K
Angeles Wealth Management, LLC 0.06% Add +17.1% 3,973 $691K
Sierra Capital LLC 0.09% Add +3.3% 3,960 $688K
Faithward Advisors, LLC 0.12% Add +2.1% 3,956 $688K
Romano Brothers and Company 0.10% No change 3,952 $687K
BKM Wealth Management, LLC 0.33% Reduce -9.5% 3,940 $685K
FSM Wealth Advisors, LLC 0.23% Add +21.9% 3,933 $684K
First National Bank of Hutchinson 0.44% Reduce -15.3% 3,921 $682K
Brown Shipley& Co Ltd 0.31% Reduce -21.1% 3,918 $681K
Storebrand Asset Management As 0.00% No change 3,914 $680K
Penobscot Investment Management Company, Inc. 0.07% Add +2.9% 3,910 $680K
Red Lighthouse Investment Management, LLC 0.28% No change 3,891 $676K
Cetera Trust Company, N.A 0.42% No change 3,880 $674K
Clarius Group, LLC 0.05% Add +9.9% 3,876 $674K
Sage Rhino Capital LLC 0.16% Reduce -1.4% 3,873 $673K
Godshalk Welsh Capital Management, Inc. 0.45% Add +38.2% 3,855 $670K
Rosenberg Matthew Hamilton 0.20% Reduce -2.0% 3,886 $670K
RDA Financial Network 0.22% Add +3.4% 3,825 $665K
Seldon Capital LP 0.37% No change 3,823 $664K
Bill Few Associates, Inc. 0.25% No change 3,790 $659K
Virtue Capital Management, LLC 0.11% Add +36.7% 3,844 $654K
Quadrant Private Wealth Management, LLC 0.15% Add +56.4% 3,696 $644K
Edmonds Duncan Registered Investment Advisors, LLC 0.16% No change 3,704 $644K
Essex Bank 0.17% Add +18.7% 3,694 $642K
Verus Capital Partners, LLC 0.07% Add +3.4% 3,677 $639K
Bank of Nova Scotia Trust Co. 0.07% Add +24.5% 3,668 $638K
Grove Bank & Trust 0.10% Reduce -3.7% 3,626 $630K
Prudent Man Advisors, LLC 0.22% Add +13.3% 3,625 $630K
Berkshire Asset Management LLC 0.03% Reduce -6.8% 3,625 $630K
Callan Family Office, LLC 0.12% Add +95.7% 3,585 $623K
Gradient Capital Advisors, LLC 0.22% Add +0.6% 3,575 $621K
Gradient Investments LLC 0.01% Add +2.8% 3,551 $617K
Stephens Investment Management Group LLC 0.01% Add +3.1% 3,547 $617K
CIC Wealth, LLC 0.17% Add +0.4% 3,531 $614K
Matisse Capital 0.30% No change 3,523 $612K
United Capital Management of KS, Inc. 0.14% Add +12.4% 3,523 $612K
Peak Asset Management, LLC 0.12% No change 3,500 $608K
Ion Asset Management Ltd. 0.04% New 3,500 $608K
Bristlecone Advisors, LLC 0.05% No change 3,498 $608K
Leonteq Securities AG 0.08% Reduce -88.8% 3,487 $606K
Prudential PLC 0.00% Reduce -16.7% 3,472 $603K
CVA Family Office, LLC 0.11% Reduce -5.5% 3,463 $602K
Berger Financial Group, Inc 0.05% Add +6.9% 3,461 $602K
Ironwood Investment Counsel, LLC 0.11% No change 3,461 $602K
King Wealth Management Group 0.10% Add +1.8% 3,459 $601K
Capasso Planning Partners LLC 0.19% New 3,453 $600K
WASHINGTON TRUST Co 0.02% Add +2.3% 3,447 $599K
Balentine LLC 0.03% Reduce -95.1% 3,447 $599K
Phillips Wealth Planners LLC 0.63% Reduce -7.8% 3,125 $597K
Bank of Marin 0.51% Add +81.2% 3,405 $592K
Euro Pacific Asset Management, LLC 0.12% Add +7.9% 3,374 $590K
Kolinsky Wealth Management, LLC 0.42% Add +39.6% 3,392 $590K
MJP Associates Inc. 0.12% Add +7.8% 3,391 $589K
Continuum Advisory, LLC 0.08% Add +2.3% 3,380 $587K
Moneco Advisors, LLC 0.09% Add +6.3% 3,355 $583K
Southeast Asset Advisors, LLC 0.07% New 3,355 $583K
Joel Isaacson & Co., LLC 0.03% Add +10.0% 3,353 $583K
Catalina Capital Group, LLC 0.22% Add +8.9% 3,348 $582K
Dearborn Partners LLC 0.03% Reduce -3.0% 3,343 $581K
Regal Investment Advisors LLC 0.04% New 3,330 $579K
NBT Bank, N.A. 0.04% Reduce -12.5% 3,327 $578K
Flagship Harbor Advisors, LLC 0.03% Reduce -3.3% 3,317 $577K
Parisi Gray Wealth Management 0.21% Add +18.0% 3,317 $577K
Hyman Charles D 0.03% Add +7.3% 3,314 $576K
Atlas Private Wealth Advisors 0.09% Add +100.5% 3,309 $575K
FSB Premier Wealth Management, Inc. 0.26% Add +96.1% 3,307 $575K
Mayflower Financial Advisors, LLC 0.09% Add +4.2% 3,304 $574K
Capital Investment Advisory Services, LLC 0.06% Add +1.0% 3,294 $572K
Ascentis Independent Advisors 0.12% — 3,292 $572K
Bowen Hanes & Co. Inc. 0.02% No change 3,290 $572K
GAMCO Investors 0.01% Add +2.2% 3,285 $571K
First Bank & Trust 0.12% Add +4.4% 3,279 $570K
Steigerwald, Gordon & Koch Inc. 0.07% Reduce -1.1% 3,266 $568K
Meeder Advisory Services, Inc. 0.04% Add +60.3% 3,247 $564K
Marathon Mission, Inc. 0.43% No change 3,240 $563K
LMCG Investments, LLC 0.03% Reduce -0.1% 3,237 $563K
Ruggaard & Associates LLC 0.26% Add +4.5% 3,224 $560K
Holistic Financial Partners 0.28% Reduce -16.2% 3,221 $560K
Latitude Advisors, LLC 0.34% Add +1.7% 3,214 $559K
Well Done, LLC 0.12% Add +31.7% 3,210 $558K
Baron Wealth Management LLC 0.29% Reduce -12.2% 3,203 $557K
Oxford Wealth Group, LLC 0.38% Add +92.8% 3,201 $556K
Covenant Partners, LLC 0.17% New 3,189 $554K
Stock Yards Bank & Trust Co. 0.02% Reduce -33.4% 3,185 $554K
Acropolis Investment Management, LLC 0.04% No change 3,185 $554K
Bank of Stockton 0.18% Add +5.8% 3,183 $553K
Portside Wealth Group, LLC 0.11% Add +25.8% 3,181 $553K
Titleist Asset Management, LLC 0.08% Reduce -4.3% 3,180 $553K
Act Two Investors LLC 0.11% No change 3,180 $553K
Alpine Woods Capital Investors, LLC 0.09% No change 3,175 $552K
Resonant Capital Advisors, LLC 0.04% Add +1.5% 3,159 $551K
Meridian Wealth Advisors, LLC 0.10% Add +1.1% 3,165 $550K
SP Asset Management LLC 0.05% Add +12.3% 3,164 $550K
TBH Global Asset Management, LLC 0.12% Add +61.0% 3,147 $547K
Mfa Wealth Advisors, LLC 0.12% Reduce -55.2% 3,145 $547K
SteelPeak Wealth, LLC 0.03% Add +35.5% 3,133 $546K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% Add +0.6% 3,130 $544K
Avantax Planning Partners, Inc. 0.02% Add +8.6% 3,129 $544K
Stockman Wealth Management, Inc. 0.10% Add +12.6% 3,127 $544K
Glen Eagle Advisors, LLC 0.10% Add +8.4% 3,127 $543K
StoneX Group Inc. 0.04% Reduce -13.1% 3,112 $542K
StoneCrest Wealth Management, Inc. 0.41% New 3,118 $542K
Goldstream Capital Management Ltd 0.26% Add +116.0% 3,110 $541K
Kiely Wealth Advisory Group, Inc. 0.30% No change 3,300 $540K
Cullen/Frost Bankers, Inc. 0.01% Reduce -41.5% 3,093 $538K
Horizon Family Wealth, Inc. 0.41% Add +0.3% 3,082 $536K
Patten Group, Inc. 0.13% Reduce -0.8% 3,066 $533K
Ancora Advisors LLC 0.01% Add +3.1% 3,065 $533K
Stonebridge Capital Advisors LLC 0.05% Reduce -3.8% 3,054 $531K
Koss-Olinger Consulting, LLC 0.05% New 3,051 $530K
Alterna Wealth Management, Inc. 0.46% Add +3.2% 3,045 $529K
Graypoint LLC 0.04% New 3,045 $529K
K2 Principal Fund, L.P. 0.28% Add +14.9% 3,044 $529K
Fox Run Management, L.L.C. 0.10% Reduce -54.0% 3,044 $529K
Leo Wealth, LLC 0.05% Add +7.2% 3,033 $527K
Confluence Wealth Services, Inc. 0.04% Add +2.7% 3,029 $526K
Mirador Capital Partners LP 0.10% Add +4.8% 3,025 $526K
Portland Global Advisors LLC 0.07% Reduce -1.6% 3,025 $526K
Good Life Advisors, LLC 0.04% Add +18.4% 3,020 $525K
Client 1ST Advisory Group, LLC 0.23% Add +17.6% 3,018 $525K
Value Aligned Research Advisors, LLC 0.11% New 3,008 $523K
Guyasuta Investment Advisors Inc. 0.04% No change 5,023 $522K
Octahedron Capital Management L.P. 0.52% Reduce -11.8% 3,000 $521K
WorthPointe, LLC 0.24% Add +3.6% 2,989 $520K
FWG Holdings, LLC 0.26% Add +11.3% 3,056 $519K
Journey Strategic Wealth LLC 0.02% Add +42.9% 2,982 $518K
Wambolt & Associates, LLC 0.15% Reduce -5.2% 2,995 $516K
Kirtland Hills Capital Management, LLC 0.43% Add +5.2% 2,947 $512K
Sargent Investment Group, LLC 0.10% No change 2,930 $509K
Tyler-Stone Wealth Management 0.21% Reduce -3.8% 2,925 $508K
Tritonpoint Wealth, LLC 0.05% Reduce -9.9% 2,912 $508K
Icon Wealth Advisors, LLC 0.04% Add +22.4% 3,046 $505K
Calydon Capital 0.09% Add +69.5% 2,899 $504K
Physician Wealth Advisors, Inc. 0.09% Reduce -12.9% 2,684 $499K
CENTRAL TRUST Co 0.01% Reduce -9.8% 2,867 $498K
Pinnacle Wealth Management Group, Inc. 0.34% No change 2,850 $495K
Capital Advisors Inc. 0.01% Add +17.9% 2,839 $493K
Riversedge Advisors, LLC 0.12% Add +14.2% 2,817 $490K
Pinnacle Financial Partners Inc 0.01% Add +1.0% 2,815 $489K
Lombard Odier Asset Management (USA) Corp 0.21% New 2,800 $487K
Prestige Wealth Management Group LLC 0.11% Reduce -2.2% 2,791 $487K
Childress Capital Advisors, LLC 0.14% No change 2,791 $485K
HCR Wealth Advisors 0.07% Add +21.8% 2,791 $485K
Private Trust Co. NA 0.05% Add +42.0% 2,781 $483K
Lodestar Private Asset Management LLC 0.07% Reduce -0.6% 2,774 $482K
Islay Capital Management, LLC 0.35% Reduce -23.9% 2,765 $481K
Fragasso Financial Advisors Inc 0.04% Add +12.8% 2,758 $479K
Investment Partners, LTD. 0.21% Add +0.0% 2,747 $477K
Canvas Wealth Advisors, LLC 0.15% Reduce -2.2% 3,089 $477K
Hoylecohen, LLC 0.04% Reduce -25.3% 2,721 $473K
Chicago Partners Investment Group LLC 0.02% Reduce -5.9% 3,054 $472K
Panagora Asset Management Inc. 0.00% Add +1.3% 2,707 $471K
American Money Management, LLC 0.10% Reduce -20.6% 2,705 $470K
Optimum Investment Advisors 0.21% No change 2,700 $469K
Martin Investment Management, LLC 0.12% Reduce -11.1% 2,696 $469K
Millennium Capital Advisors, LLC 0.31% No change 2,680 $466K
Optas, LLC 0.12% Add +6.0% 2,677 $465K
Tranquilli Financial Advisor LLC 0.31% Reduce -12.1% 2,689 $463K
Trust Co of the South 0.11% No change 2,665 $463K
Composition Wealth, LLC 0.01% Add +58.8% 2,653 $461K
Regatta Capital Group, LLC 0.10% Add +7.2% 2,648 $460K
FMB Wealth Management 0.35% No change 2,638 $459K
Milestone Asset Management, LLC 0.11% Add +3.0% 2,629 $457K
Marathon Trading Investment Management LLC 0.12% New 2,628 $457K
Interchange Capital Partners, LLC 0.17% New 2,628 $457K
Abacus Wealth Partners, LLC 0.08% Add +8.8% 2,612 $454K
Capital Investment Advisors, LLC 0.01% Add +9.9% 2,604 $453K
Jmac Enterprises LLC 0.08% No change 2,601 $452K
XML Financial, LLC 0.05% Add +7.3% 2,600 $452K
Courier Capital LLC 0.04% No change 2,598 $452K
Heritage Trust Co 0.06% Add +2.6% 2,591 $450K
Fielder Capital Group LLC 0.17% New 2,582 $449K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.17% Add +3.2% 2,580 $448K
Garde Capital, Inc. 0.03% New 2,579 $448K
Stokes Family Office, LLC 0.05% Add +38.7% 2,566 $446K
Old Port Advisors 0.13% Add +2.9% 2,546 $443K
Crestwood Advisors Group, LLC 0.01% Add +1.1% 2,544 $442K
Great Diamond Partners, LLC 0.10% Reduce -23.3% 2,537 $441K
Fiduciary Trust Co 0.01% Reduce -24.2% 2,536 $441K
Summit Trail Advisors, LLC 0.01% Add +24.2% 2,528 $441K
Clarus Group, Inc. 0.19% No change 2,535 $441K
Cherrydale Wealth Management, LLC 0.19% Add +17.9% 2,532 $440K
Palisade Capital Management, LP 0.01% Add +28.4% 2,526 $439K
REDW Wealth LLC 0.11% Add +0.7% 2,512 $437K
Rossmore Private Capital 0.06% New 2,510 $436K
Straight Path Wealth Management 0.22% No change 2,500 $435K
Barlow Wealth Partners, LLC 0.06% No change 2,706 $432K
PFG Private Wealth Management, LLC 0.26% Add +7.9% 2,484 $432K
Renasant Bank 0.29% Reduce -1.1% 2,456 $427K
Full Sail Capital, LLC 0.03% Add +5.3% 2,455 $427K
Aviance Capital Partners, LLC 0.06% Add +2.8% 2,440 $424K
Prosperity Wealth Management, Inc. 0.21% Add +14.7% 2,415 $420K
Mitchell McLeod Pugh & Williams Inc. 0.10% No change 2,414 $420K
Sage Mountain Advisors LLC 0.04% New 2,412 $419K
Cobblestone Capital Advisors LLC 0.03% Add +17.3% 2,412 $419K
Paladin Advisory Group, LLC 0.33% Reduce -4.8% 2,428 $418K
Schulz Wealth, LTD. 0.35% No change 2,405 $418K
Park National Corp. 0.02% New 2,402 $417K
Fort Sheridan Advisors LLC 0.07% Add +54.6% 2,392 $416K
Silverlake Wealth Management LLC 0.17% New 2,378 $413K
Cottonwood Capital Advisors, LLC 0.32% Add +32.4% 2,230 $411K
JFS Wealth Advisors, LLC 0.03% Reduce -0.6% 2,356 $409K
Claro Advisors Inc. 0.06% Reduce -6.5% 2,351 $409K
Avalon Capital Management 0.13% Add +9.0% 2,351 $409K
Seven Mile Advisory 0.30% Add +22.5% 2,345 $408K
Aft, Forsyth & Company, Inc. 0.20% No change 2,340 $407K
Creative Financial Designs Inc. 0.04% Add +2.9% 2,337 $406K
Traveka Wealth, LLC 0.20% Add +44.0% 2,336 $406K
Strategic Blueprint, LLC 0.03% Add +20.3% 2,334 $406K
Nicholas Hoffman & Company, LLC. 0.02% Reduce -2.9% 2,331 $405K
Carson Advisory Inc. 0.28% Reduce -53.5% 2,326 $404K
IPG Investment Advisors LLC 0.09% Reduce -8.1% 2,305 $402K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 2,308 $401K
Quantum Portfolio Management LLC 0.23% New 2,304 $400K
Hobbs Group Advisors, LLC 0.15% — 2,288 $398K
Sax Wealth Advisors, LLC 0.04% Add +23.8% 2,288 $398K
AAF Wealth Management, LLC 0.21% New 2,285 $397K
Nordwand Advisors, LLC 0.17% Reduce -69.6% 2,284 $397K
Granite Group Advisors, LLC 0.30% New 2,282 $397K
Brandywine Oak Private Wealth LLC 0.04% Add +1.5% 2,269 $394K
Arvest Trust Co. N A 0.02% Add +5.6% 2,262 $393K
Channel Wealth LLC 0.14% Reduce -2.1% 2,260 $393K
Apriem Advisors 0.05% Add +45.1% 2,251 $391K
Strategic Family Wealth Counselors, L.L.C. 0.15% No change 2,250 $391K
Lion Street Advisors, LLC 0.14% Reduce -31.4% 2,249 $391K
Busey Bank 0.01% Add +18.3% 2,248 $391K
Alliance Wealth Advisors, LLC 0.25% Reduce -12.7% 2,239 $389K
Aptus Capital Advisors, LLC 0.01% Add +25.9% 2,233 $388K
Capital Asset Advisory Services LLC 0.02% Reduce -21.3% 2,102 $388K
Brown, Lisle/Cummings, Inc. 0.13% Add +4360.0% 2,230 $388K
Maven Securities LTD 0.06% Reduce -32.7% 2,218 $386K
Soltis Investment Advisors LLC 0.04% Add +10.0% 2,212 $384K
Headinvest, LLC 0.08% Reduce -2.6% 2,204 $383K
Peak Financial Management, Inc. 0.12% Reduce -12.0% 2,200 $382K
Breakwater Capital Group 0.09% No change 2,198 $382K
Intrua Financial, LLC 0.06% Add +14.3% 2,197 $382K
Clare Market Investments LLC 0.11% New 2,186 $380K
1834 Investment Advisors Co. 0.05% Add +13.5% 2,181 $379K
Stevens Capital Partners 0.20% Add +0.3% 2,181 $379K
Delta Investment Management, LLC 0.08% New 2,181 $379K
Tradition Wealth Management, LLC 0.04% Add +44.8% 2,172 $378K
Diversified, LLC 0.04% Add +6.5% 2,167 $377K
Kovack Advisors, Inc. 0.04% Reduce -33.3% 2,161 $376K
Summit X, LLC 0.08% New 2,104 $375K
Strait & Sound Wealth Management LLC 0.19% New 2,150 $374K
Invenio Wealth Partners LLC 0.18% Reduce -0.8% 2,147 $373K
Private Wealth Partners, LLC 0.03% New 2,145 $373K
RAM Investment Partners, LLC 0.11% Add +9.5% 2,140 $372K
X-Square Capital, LLC 0.13% No change 2,121 $369K
Bluespring Wealth Management, LLC 0.04% Add +3.4% 2,114 $369K
Auxano Advisors, LLC 0.10% Reduce -2.8% 2,120 $368K
Sheaff Brock Investment Advisors, LLC 0.03% Reduce -3.0% 2,115 $368K
Founders Capital Management, LLC 0.07% Add +5.2% 2,103 $366K
Sky Investment Group LLC 0.07% No change 2,100 $365K
Liberty Wealth Management LLC 0.07% New 2,101 $365K
Garden State Investment Advisory Services LLC 0.13% Reduce -0.1% 2,089 $364K
Vestcor Inc 0.01% Reduce -62.6% 2,097 $364K
Keystone Financial Group 0.13% Add +0.5% 2,089 $363K
Lighthouse Investment Partners, LLC 0.02% New 2,080 $362K
Goelzer Investment Management, Inc. 0.02% Add +3.9% 2,078 $361K
Levy Wealth Management Group, LLC 0.09% New 2,078 $361K
Peninsula Wealth, LLC 0.07% Add +10.5% 1,921 $360K
Opal Wealth Advisors, LLC 0.12% New 2,068 $359K
Bokf, NA 0.01% Add +17.4% 2,068 $359K
Continental Investors Services, Inc. 0.80% No change 2,060 $358K
Chapin Davis, Inc. 0.12% No change 2,058 $358K
Birchcreek Wealth Management, LLC 0.20% Add +26.7% 2,051 $356K
Baker Tilly Wealth Management, LLC 0.15% Reduce -41.0% 2,046 $356K
Financial Partners Group, Inc 0.06% Reduce -10.8% 2,043 $355K
Aletheian Wealth Advisors LLC 0.19% Add +36.3% 2,023 $352K
Baker Avenue Asset Management, LP 0.01% Add +0.5% 2,022 $351K
Proficio Capital Partners LLC 0.04% Reduce -7.9% 2,014 $350K
Capital Advisory Group Advisory Services, LLC 0.15% Add +2.0% 2,013 $350K
Harbor Investment Advisory, LLC 0.04% Reduce -9.2% 2,011 $350K
Heritage Oak Wealth Advisors LLC 0.18% — 2,006 $349K
Nikulski Financial, Inc. 0.11% Reduce -0.5% 2,005 $348K
Boston Family Office LLC 0.03% No change 2,000 $348K
Fca Corp. 0.11% No change 2,000 $348K
Hollencrest Capital Management 0.02% Add +23.2% 1,997 $347K
JGP Wealth Management, LLC 0.05% Add +5.8% 1,992 $346K
Monarch Capital Management Inc. 0.10% Reduce -3.9% 1,976 $345K
Argus Investors' Counsel, Inc. 0.21% Reduce -0.8% 1,981 $344K
Savvy Advisors, Inc. 0.11% New 1,973 $343K
Accredited Investors Inc. 0.02% Add +5.7% 1,973 $343K
Cooper Financial Group 0.05% Reduce -20.7% 1,969 $342K
Alliance Wealth Advisors, LLC 0.10% Reduce -7.3% 1,963 $341K
Cornerstone Wealth Group, LLC 0.03% New 1,962 $341K
D'Orazio & Associates, Inc. 0.05% New 1,955 $340K
LRI Investments, LLC 0.04% Add +112.5% 1,953 $339K
Norden Group LLC 0.07% Add +8.4% 1,943 $338K
Atwater Malick LLC 0.12% No change 1,939 $337K
ProShare Advisors LLC 0.00% Add +25.2% 1,935 $336K
Becker Capital Management Inc. 0.01% No change 1,928 $336K
Leonard Rickey Investment Advisors P.L.L.C. 0.08% Add +26.9% 1,933 $336K
Blue Zone Wealth Advisors, LLC 0.12% Reduce -3.3% 1,931 $336K
Aljian Capital Management, LLC 0.11% Add +11.6% 1,925 $335K
Accel Wealth Management 0.13% Add +1.6% 1,917 $333K
Alta Capital Management LLC/ 0.02% Reduce -28.1% 1,915 $333K
Monterey Private Wealth, Inc. 0.12% Add +16.6% 1,902 $331K
Ignite Planners, LLC 0.08% New 1,791 $330K
AllSquare Wealth Management LLC 0.20% No change 1,895 $329K
Dunhill Financial, LLC 0.20% New 1,884 $327K
Bernardo Wealth Planning LLC 0.09% Add +2.7% 1,876 $326K
Bank of Nova Scotia 0.00% Reduce -8.3% 1,875 $326K
Gateway Investment Advisers LLC 0.00% New 1,870 $325K
Custom Portfolio Group LLC 0.25% Reduce -0.6% 1,851 $323K
HTLF Bank 0.04% Add +3.9% 1,856 $323K
Bedel Financial Consulting, Inc. 0.05% Add +0.1% 1,849 $321K
Gallagher Fiduciary Advisors, LLC 0.07% Reduce -3.6% 1,847 $321K
Fidelis Capital Partners, LLC 0.05% Reduce -4.9% 2,063 $320K
Teamwork Financial Advisors, LLC 0.05% Reduce -5.3% 1,829 $318K
CM Wealth Advisors LLC 0.15% No change 1,820 $317K
Pursue Wealth Partners LLC 0.17% New 1,825 $317K
Gsa Capital Partners LLP 0.02% New 1,822 $317K
Nadler Financial Group, Inc. 0.04% Add +22.5% 1,823 $317K
WJ Wealth Management, LLC 0.12% New 1,820 $316K
Fiduciary Financial Group, LLC 0.08% — 1,693 $315K
Newport Capital Group, LLC 0.25% — 1,811 $315K
Waterloo Capital, L.P. 0.04% Add +11.2% 1,810 $315K
Addison Advisors LLC 0.10% Reduce -3.0% 1,810 $315K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -6.4% 1,805 $314K
Gratus Capital, LLC 0.01% Add +8.4% 1,805 $314K
Cerro Pacific Wealth Advisors LLC 0.12% — 1,804 $313K
Avaii Wealth Management, LLC 0.17% Add +3.9% 1,802 $313K
Fortis Advisors, LLC 0.22% Reduce -10.0% 1,800 $313K
Heritage Wealth Partners, LLC 0.45% New 1,787 $311K
Probity Advisors, Inc. 0.06% Reduce -7.7% 1,779 $309K
Gilman Hill Asset Management, LLC 0.06% New 1,777 $309K
Bordeaux Wealth Advisors LLC 0.06% Reduce -1.2% 1,773 $308K
ProVise Management Group, LLC 0.03% Add +5.3% 1,769 $307K
Cypress Wealth Services, LLC 0.07% Add +13.5% 1,767 $307K
Asset Dedication, LLC 0.02% Add +24.7% 1,766 $307K
Rollins Financial Advisors, LLC 0.05% New 1,764 $307K
Ameliora Wealth Management Ltd. 0.14% No change 1,755 $305K
Wagner Wealth Management, LLC 0.09% Add +2.7% 1,754 $305K
Strategic Wealth Partners, Ltd. 0.03% New 1,747 $304K
Austin Asset Management Co Inc 0.06% No change 1,745 $303K
Destination Wealth Management 0.01% New 1,739 $302K
Certuity, LLC 0.02% New 1,737 $302K
Tortoise Investment Management, LLC 0.03% Add +31.4% 1,733 $301K
Swisher Financial Concepts, Inc. 0.30% No change 1,705 $300K
Integrated Investment Consultants, LLC 0.08% No change 2,202 $300K
Nisa Investment Advisors, LLC 0.00% Add +155.9% 1,717 $299K
Ausdal Financial Partners, Inc. 0.03% Add +9.3% 1,722 $299K
Sand Hill Global Advisors, LLC 0.01% Add +11.4% 1,722 $299K
B & T Capital Management DBA Alpha Capital Management 0.06% Add +14.5% 1,720 $299K
GPS Wealth Strategies Group, LLC 0.04% Add +3.1% 1,716 $298K
Meyer Handelman Co. 0.01% No change 1,703 $296K
Willner & Heller, LLC 0.28% New 1,683 $292K
Foster & Motley Inc. 0.02% No change 1,681 $292K
Riverbridge Partners LLC 0.00% Reduce -11.0% 1,676 $291K
Parkside Financial Bank & Trust 0.05% Reduce -12.5% 1,675 $291K
Carl P. Sherr & Co., LLC 0.16% No change 1,670 $290K
Avalon Trust Co 0.02% No change 1,664 $289K
University of Texas/Texas Am Investment Management Co. 0.06% Reduce -85.9% 1,657 $288K
WMS Partners, LLC 0.02% Reduce -27.4% 1,653 $287K
Zuckerman Investment Group, LLC 0.03% No change 1,650 $287K
Legacy Private Trust Co. 0.02% No change 1,647 $286K
Apeiron RIA LLC 0.09% Reduce -0.4% 1,647 $286K
Everpar Advisors LLC 0.14% New 1,638 $285K
Simmons Bank 0.02% Reduce -6.6% 1,633 $284K
Rothschild Wealth LLC 0.09% Reduce -1.9% 1,632 $284K
WESPAC Advisors, LLC 0.22% Reduce -50.0% 1,631 $283K
Fiduciary Alliance LLC 0.05% New 1,611 $283K
Pure Financial Advisors, LLC 0.01% New 1,626 $283K
Gitterman Wealth Management, LLC 0.11% New 1,625 $282K
Nicholas Wealth, LLC. 0.20% New 1,612 $280K
Camarda Financial Advisors, LLC 0.11% Add +1.7% 1,608 $279K
Boston Mountain Money Management Inc. 0.18% Reduce -4.5% 1,606 $279K
GFS Advisors, LLC 0.04% No change 1,538 $279K
Williams Jones Wealth Management, LLC. 0.00% Reduce -28.0% 1,602 $278K
MBA Advisors LLC 0.14% No change 1,600 $278K
Williams & Novak, LLC 0.26% New 1,596 $277K
American National Bank & Trust 0.03% Add +0.2% 1,595 $277K
Willis Johnson & Associates, Inc. 0.02% Reduce -3.6% 1,585 $275K
Novare Capital Management LLC 0.02% Reduce -6.9% 1,583 $275K
Harel Insurance Investments & Financial Services Ltd. 0.01% No change 1,600 $275K
Hibernia Wealth Partners, LLC 0.10% New 1,581 $275K
Visionary Wealth Advisors 0.02% New 1,576 $274K
Merriman Wealth Management, LLC 0.01% Reduce -7.4% 1,571 $274K
Amplius Wealth Advisors, LLC 0.03% Reduce -2.6% 1,572 $273K
WNY Asset Management, LLC 0.04% No change 1,571 $273K
Coppell Advisory Solutions LLC 0.04% — 1,568 $273K
Pegasus Partners Ltd. 0.03% New 1,564 $272K
Financial Security Advisor, Inc. 0.09% New 1,555 $271K
Vicus Capital 0.02% New 1,555 $270K
Cim, LLC 0.04% Reduce -21.4% 1,651 $270K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -16.2% 1,554 $270K
LCNB Corp. 0.10% Add +4.7% 1,554 $270K
Beaird Harris Wealth Management, LLC 0.03% No change 1,543 $268K
Commerzbank Aktiengesellschaft 0.01% Reduce -51.5% 1,538 $268K
Moseley Investment Management Inc. 0.12% New 1,534 $267K
Schwarz Dygos Wheeler Investment Advisors LLC 0.07% No change 1,530 $266K
Cardiff Park Advisors, LLC 0.03% Add +3.9% 1,529 $266K
Robertson Stephens Wealth Management, LLC 0.01% New 1,521 $265K
Sunburst Financial Group, LLC 0.07% New 1,526 $265K
TrinityPoint Wealth, LLC 0.04% No change 1,526 $265K
Patton Albertson Miller Group, LLC 0.04% New 1,526 $265K
Werba Rubin Papier Wealth Management 0.07% New 1,525 $265K
AA Financial Advisors, LLC 0.09% New 1,520 $264K
Veery Capital, LLC 0.11% Reduce -0.7% 1,516 $263K
Calton & Associates, Inc. 0.13% New 1,513 $263K
Defender Capital, LLC. 0.09% No change 1,509 $262K
Barry Investment Advisors, LLC 0.09% Add +0.1% 1,507 $262K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.04% No change 1,500 $261K
Infrastructure Capital Advisors, LLC 0.04% New 1,500 $261K
Westmount Partners, LLC 0.09% Add +2.0% 1,510 $260K
Perkins Coie Trust Co 0.06% No change 1,495 $260K
Iron Gate Global Advisors LLC 0.04% Reduce -6.4% 1,488 $259K
17 Capital Partners, LLC 0.18% No change 1,483 $258K
1ST Source Bank 0.01% New 1,476 $257K
Values First Advisors, Inc. 0.15% Reduce -27.7% 1,475 $256K
LJI Wealth Management, LLC 0.06% No change 1,474 $256K
SOA Wealth Advisors, LLC. 0.05% Reduce -19.2% 1,474 $256K
Certified Advisory Corp 0.03% New 1,471 $256K
Arlington Trust Co LLC 0.06% Reduce -9.3% 1,469 $255K
Pinnacle Bancorp, Inc. 0.08% No change 1,465 $255K
Sterling Financial Group, Inc. 0.12% Reduce -2.7% 1,461 $254K
Inspire Advisors, LLC 0.03% Reduce -20.4% 1,454 $253K
Morris Financial Concepts, Inc. 0.12% New 1,453 $253K
AlphaStar Capital Management, LLC 0.02% Reduce -9.9% 1,448 $252K
Formidable Asset Management, LLC 0.04% Add +56.2% 1,446 $251K
Colonial Trust Co / SC 0.04% Add +1.2% 1,441 $251K
First Merchants Corp. 0.01% New 1,441 $250K
WealthPLAN Partners, LLC 0.03% New 1,437 $250K
Quotient Wealth Partners, LLC 0.01% Reduce -33.4% 1,433 $249K
Breed's Hill Capital LLC 0.22% New 1,430 $249K
Mystic Asset Management, Inc. 0.10% New 1,427 $248K
Patten & Patten Inc. 0.02% New 1,425 $248K
Valley Brook Capital Group, Inc. 0.19% New 1,420 $247K
Mandatum Life Insurance Co Ltd 0.08% Reduce -6.6% 1,419 $247K
Rational Advisors, Inc. 0.02% Reduce -86.5% 1,418 $246K
Cedar Brook Financial Partners, LLC 1.85% Reduce -79.0% 1,417 $246K
Rappaport Reiches Capital Management, LLC 0.07% New 1,412 $245K
Kanawha Capital Management LLC 0.02% New 1,411 $245K
Acas, LLC 0.21% New 1,478 $245K
Legacy Financial Strategies, LLC 0.06% New 1,343 $245K
Tilia Fiduciary Partners, Inc. 0.19% New 1,409 $245K
Almanack Investment Partners, LLC. 0.04% Reduce -6.6% 1,409 $245K
Aire Advisors, LLC 0.06% New 1,409 $245K
Onyx Bridge Wealth Group LLC 0.04% New 1,403 $244K
Tompkins Financial Corp. 0.03% Add +3.7% 1,400 $243K
Fortem Financial Group, LLC 0.10% New 1,400 $243K
Platform Technology Partners 0.08% — 1,400 $243K
KRS Capital Management, LLC 0.18% New 1,387 $241K
PGIM Custom Harvest LLC 0.01% New 1,387 $241K
Goldstein Advisors, LLC 0.04% New 1,386 $241K
J.Safra Asset Management Corp 0.02% Add +187.3% 1,376 $239K
Norris Perne & French LLP 0.02% New 1,373 $239K
Jeppson Wealth Management, LLC 0.09% Reduce -8.2% 1,362 $237K
Badgley Phelps Wealth Managers, LLC 0.01% Add +0.0% 1,354 $236K
Traynor Capital Management, Inc. 0.02% Add +10.6% 1,358 $236K
Lazari Capital Management, Inc. 0.11% New 1,357 $236K
Elmwood Wealth Management, Inc. 0.10% New 1,355 $236K
Armstrong Advisory Group, Inc. 0.02% Add +1157.9% 1,346 $234K
Walkner Condon Financial Advisors LLC 0.05% Reduce -5.8% 1,385 $234K
TCV Trust & Wealth Management, Inc. 0.02% New 1,342 $233K
Tradewinds, LLC. 0.07% New 1,334 $232K
True North Advisors, LLC 0.06% New 1,334 $232K
EntryPoint Capital, LLC 0.11% Add +788.0% 1,332 $232K
Catalyst Private Wealth, LLC 0.12% New 1,328 $231K
Laidlaw Wealth Management LLC 0.13% New 1,325 $230K
Diligent Investors, LLC 0.06% New 1,325 $230K
Alhambra Investment Management LLC 0.13% New 1,320 $229K
Western Pacific Wealth Management, LP 0.17% No change 1,316 $229K
SYM FINANCIAL Corp 0.04% New 1,315 $229K
Chatham Capital Group, Inc. 0.04% New 1,313 $228K
Aberdeen Wealth Management LLC 0.15% New 1,312 $228K
Lwmg, LLC 0.05% New 1,311 $228K
Hoxton Planning & Management, LLC 0.11% New 1,306 $227K
Redhawk Wealth Advisors, Inc. 0.03% New 1,301 $226K
Blodgett Wealth Advisors, LLC 0.19% New 1,300 $226K
First County Bank 0.12% New 1,300 $226K
Premier Path Wealth Partners, LLC 0.04% Reduce -86.1% 1,295 $225K
Trivium Point Advisory, LLC 0.03% New 1,294 $225K
Patron Partners, LLC 0.13% New 1,290 $224K
Mirabella Financial Services LLP 0.02% Reduce -83.4% 1,290 $224K
Smith Salley Wealth Management 0.02% New 1,289 $224K
TCTC Holdings, LLC 0.01% Add +350.9% 1,285 $223K
Meadow Creek Wealth Advisors LLC 0.21% New 1,283 $223K
Legacies Wealth LLC 0.19% No change 1,282 $223K
Beacon Financial Advisory LLC 0.08% New 1,277 $222K
United Asset Strategies, Inc. 0.02% New 1,277 $222K
Godsey & Gibb, Inc. 0.02% New 1,275 $222K
Burney Co./ 0.01% Reduce -23.9% 1,273 $221K
Core Wealth Partners LLC 0.15% New 1,266 $220K
Smith & Howard Wealth Management, LLC 0.07% New 1,260 $219K
Keystone Financial Services 0.09% New 1,257 $218K
Quent Capital, LLC 0.02% Add +0.4% 1,255 $218K
Allen Investment Management, LLC 0.00% New 1,249 $217K
Navellier & Associates Inc. 0.03% New 1,248 $217K
FinTrust Capital Advisors, LLC 0.04% Add +35.2% 1,240 $216K
South Street Advisors LLC 0.03% New 1,240 $216K
FRG Family Wealth Advisors LLC 0.04% Add +197.8% 1,385 $215K
Great Waters Wealth Management 0.03% New 1,238 $215K
Uptick Partners, LLC 0.16% No change 1,570 $214K
Winch Advisory Services, LLC 0.06% Add +0.3% 1,218 $212K
Cross Staff Investments Inc 0.18% New 1,218 $212K
Ashton Thomas Private Wealth, LLC 0.01% New 1,215 $211K
Sutton Place Investors LLC 0.14% New 1,211 $210K
Morling Financial Advisors, LLC 0.09% New 1,211 $210K
London Co. of Virginia 0.00% New 1,210 $210K
Atlanta Consulting Group Advisors, LLC 0.05% New 1,209 $210K
Bennett Selby Investments LP 0.09% New 1,203 $209K
Neville Rodie & Shaw Inc. 0.02% New 1,200 $209K
Ewa, LLC 0.09% New 1,227 $208K
Syntax Research, Inc. 0.16% Reduce -0.1% 1,199 $208K
Northwest Investment Counselors, LLC 0.05% Add +37.1% 1,198 $208K
Relative Value Partners Group, LLC 0.03% New 1,198 $208K
Lake Street Private Wealth, LLC 0.03% New 1,198 $208K
Cary Street Partners Asset Management LLC 0.03% New 1,196 $208K
Barometer Capital Management Inc. 0.08% Reduce -65.8% 1,193 $207K
World Investment Advisors 0.01% New 1,190 $207K
TCI Wealth Advisors, Inc. 0.02% New 1,187 $206K
Charles Schwab Investment Management Inc. 0.00% New 1,187 $206K
Beaumont Financial Advisors, LLC 0.02% New 1,185 $206K
Tanager Wealth Management LLP 0.03% New 1,181 $206K
Main Street Financial Solutions, LLC 0.02% New 1,180 $205K
Warren Street Wealth Advisors, LLC 0.10% New 1,180 $205K
RBA Wealth Management, LLC 0.08% New 1,180 $205K
Impact Partnership Wealth, LLC 0.05% Add +226.9% 1,180 $205K
Bay Rivers Group 0.11% Reduce -23.9% 1,179 $205K
Keebeck Wealth Management 0.03% New 1,170 $204K
Exchange Bank 0.17% New 1,172 $204K
Redwood Financial Network Corp 0.17% New 1,171 $204K
Acorn Financial Advisory Services Inc. 0.04% New 1,166 $203K
Glass Jacobson Investment Advisors llc 0.07% Add +1410.4% 1,163 $202K
Performance Wealth Partners, LLC 0.01% New 1,162 $202K
Oak Harvest Investment Services 0.03% New 1,155 $201K
CNB Bank 0.10% Add +13.9% 1,153 $200K
First Foundation Advisors 0.01% Add +3.5% 1,151 $200K
Independence Bank of Kentucky 0.05% Add +18.0% 1,145 $199K
Twin Lakes Capital Management, LLC 0.13% No change 1,127 $196K
Bogart Wealth, LLC 0.01% Reduce -17.3% 1,125 $196K
Ritter Daniher Financial Advisory LLC / DE 0.06% No change 1,105 $192K
Global Trust Asset Management, LLC 0.08% Add +8.4% 1,093 $190K
Spotlight Asset Group, Inc. 0.12% No change 1,013 $176K
Triad Wealth Partners, LLC 0.09% New 1,001 $174K
West Tower Group, LLC 0.47% New 1,000 $174K
Monetary Management Group Inc. 0.05% No change 1,000 $174K
Thompson Investment Management, Inc. 0.03% No change 1,000 $174K
RFP Financial Group LLC 0.06% Add +4.3% 990 $172K
Householder Group Estate & Retirement Specialist, LLC 0.05% Add +3.1% 985 $171K
Mark Sheptoff Financial Planning, LLC 0.10% Add +94.3% 979 $170K
Moser Wealth Advisors, LLC 0.09% No change 965 $168K
Liberty One Investment Management, LLC 0.02% Reduce -40.6% 962 $167K
Register Financial Advisors LLC 0.08% Add +0.2% 944 $164K
ICA Group Wealth Management, LLC 0.10% Reduce -5.6% 943 $164K
Frazier Financial Advisors, LLC 0.13% Add +14.6% 935 $163K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Add +36.9% 920 $160K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 847 $158K
Plante Moran Financial Advisors, LLC 0.02% Reduce -1.8% 899 $156K
Financial Management Professionals, Inc. 0.02% Add +3.5% 892 $155K
Tucker Asset Management LLC 0.03% Add +1006.3% 885 $154K
TFC Financial Management, Inc. 0.03% No change 883 $153K
Leisure Capital Management 0.07% New 864 $150K
CKW Financial Group 0.02% No change 850 $146K
Central Bank & Trust Co. 0.02% Reduce -2.5% 837 $145K
Redwood Wealth Management Group, LLC 0.11% New 835 $145K
Lynx Investment Advisory 0.11% — 827 $144K
Larson Financial Group LLC 0.01% Add +52.7% 803 $140K
Picton Mahoney Asset Management 0.01% Reduce -27.3% 800 $139K
Hexagon Capital Partners LLC 0.03% Reduce -1.4% 795 $138K
Empirical Asset Management, LLC 0.05% New 10,080 $138K
Strategic Investment Solutions, Inc. 0.04% — 820 $136K
Atticus Wealth Management, LLC 0.04% Add +4.6% 775 $135K
Bruce G. Allen Investments, LLC 0.11% Reduce -15.2% 774 $135K
Versant Capital Management, Inc 0.03% Add +13.0% 763 $133K
Strategic Financial Concepts, LLC 0.08% Add +11561.9% 181,342 $132K
Smartleaf Asset Management LLC 0.02% Add +644.1% 759 $130K
Key Financial Inc 0.03% No change 733 $127K
Dudley Capital Management, LLC 0.07% New 724 $126K
Planning Capital Management Corp 0.09% No change 714 $124K
Indiana Trust & Investment Management Co 0.04% Add +186.7% 688 $120K
Caitlin John, LLC 0.09% Reduce -13.9% 674 $117K
WD Rutherford LLC 0.06% Add +9.1% 671 $117K
Silver Oak Securities, Incorporated 0.02% Add +12.7% 665 $116K
Denver PWM, LLC 0.04% New 643 $112K
MUFG Securities EMEA plc 0.01% New 639 $111K
WealthCollab, LLC 0.08% No change 638 $111K
Ransom Advisory, Ltd 0.06% No change 636 $111K
Chilton Capital Management LLC 0.00% Add +208.0% 616 $107K
Capstone Investment Advisors, LLC 0.00% Reduce -95.0% 600 $104K
Jamison Private Wealth Management, Inc. 0.02% No change 583 $101K
Rise Advisors, LLC 0.05% Reduce -2.3% 566 $98K
Park Place Capital Corp 0.03% Add +257.6% 565 $98K
Family Firm, Inc. 0.02% New 553 $96K
Cherry Tree Wealth Management, LLC 0.02% Add +130.4% 553 $96K
Wiser Advisor Group LLC 0.15% New 536 $93K
Tidemark, LLC 0.04% Add +7.9% 519 $90K
Truxt Investmentos Ltda. 0.06% Reduce -98.6% 519 $90K
Sound Income Strategies, LLC 0.01% Add +4.7% 517 $90K
Pingora Partners LLC 0.06% Reduce -9.1% 500 $87K
CarsonAllaria Wealth Management, Ltd. 0.05% No change 500 $87K
Pinnacle Holdings, LLC 0.04% No change 500 $87K
Crewe Advisors LLC 0.01% Reduce -32.2% 499 $87K
NFSG Corp 0.03% Reduce -50.2% 490 $85K
WFA of San Diego, LLC 0.07% — 476 $83K
Birchbrook, Inc. 0.05% No change 471 $82K
Accent Capital Management, LLC 0.05% New 470 $82K
Jackson Square Partners, LLC 0.00% Reduce -48.3% 463 $80K
Lowe Wealth Advisors, LLC 0.04% No change 452 $79K
HWG Holdings LP 0.03% — 437 $76K
Silicon Valley Capital Partners 0.01% Add +0.2% 426 $74K
PSI Advisors, LLC 0.02% Add +23.6% 424 $74K
Perritt Capital Management Inc 0.04% Reduce -11.2% 422 $73K
McIlrath & Eck, LLC 0.01% Add +1.0% 421 $73K
Roble, Belko & Company, Inc 0.01% No change 421 $73K
Hoey Investments, Inc. 0.01% Add +2.5% 410 $71K
Elevation Wealth Partners, LLC 0.03% Add +20.9% 405 $70K
Chelsea Counsel Co. 0.03% Add +300.0% 400 $70K
Luken Investment Analytics, LLC 0.04% No change 400 $70K
M&R Capital Management Inc. 0.02% No change 400 $70K
Highline Wealth Partners LLC 0.03% Add +396.3% 397 $69K
Eagle Bay Advisors LLC 0.04% Add +10.1% 393 $69K
BOK Financial Private Wealth, Inc. 0.00% No change 390 $68K
Caldwell Sutter Capital, Inc. 0.03% Add +264.4% 379 $66K
Nvwm, LLC 0.02% No change 366 $64K
Tsfg, LLC 0.01% Add +55.1% 363 $63K
Boyd Watterson Asset Management LLC 0.02% No change 362 $63K
Richardson Financial Services Inc. 0.05% Reduce -2.2% 362 $63K
America First Investment Advisors, LLC 0.02% No change 353 $61K
Concord Wealth Partners 0.01% Add +1.7% 352 $61K
Adirondack Trust Co. 0.03% No change 352 $61K
True Wealth Design, LLC 0.01% Add +24.6% 334 $58K
First PREMIER Bank 0.01% No change 316 $55K
Clear Point Advisors Inc. 0.05% Add +3.3% 316 $55K
JNBA Financial Advisors 0.01% Add +25.6% 314 $55K
Baldwin Wealth Partners LLC 0.00% Add +109.3% 314 $55K
Clearstead Trust, LLC 0.01% Reduce -27.9% 313 $54K
Richardson Capital Management LLC 0.04% New 303 $53K
Spirit of America Management Corp. 0.01% New 300 $52K
First Financial Corp. 0.03% No change 297 $52K
Hoese & Co LLP 0.04% No change 333 $50K
Logan Capital Management Inc. 0.00% New 278 $48K
Hazlett, Burt & Watson, Inc. 0.02% No change 279 $48K
Institutional & Family Asset Management, LLC 0.01% Add +94.4% 276 $48K
Operose Advisors LLC 0.02% No change 267 $46K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% Reduce -7.0% 266 $46K
Pin Oak Investment Advisors Inc. 0.04% Add +1.9% 261 $45K
West Oak Capital, LLC 0.02% No change 255 $44K
Cohen & Steers, Inc. 0.00% No change 255 $44K
Cassady Schiller Wealth Management, LLC 0.02% No change 253 $44K
Heritage Wealth Advisors 0.00% No change 250 $43K
POM Investment Strategies, LLC 0.03% Add +853.9% 248 $43K
Johnson Financial Group, Inc. 0.00% Reduce -14.1% 243 $42K
Bell Investment Advisors, Inc 0.01% Add +24.6% 233 $40K
Valued Wealth Advisors LLC 0.03% No change 215 $37K
Abound Wealth Management 0.01% Reduce -43.7% 209 $36K
North Star Investment Management Corp. 0.00% No change 208 $36K
Abich Financial Wealth Management LLC 0.02% Add +108.0% 208 $36K
Carolinas Wealth Consulting LLC 0.01% Reduce -20.5% 205 $36K
Oliver Lagore Vanvalin Investment Group 0.01% Reduce -23.2% 199 $35K
Tanglewood Legacy Advisors, LLC 0.02% No change 199 $35K
Aspect Partners, LLC 0.02% Add +34.0% 197 $34K
Capital Advisors, Ltd. LLC 0.00% No change 197 $34K
First Community Trust NA 0.03% New 187 $33K
Fairscale Capital, LLC 0.03% — 170 $32K
Sachetta, LLC 0.01% Reduce -27.3% 200 $31K
Towne Trust Company, N.A 0.01% No change 177 $31K
MV Capital Management, Inc. 0.00% New 168 $29K
Creekmur Asset Management LLC 0.01% Reduce -32.9% 167 $29K
NewSquare Capital LLC 0.00% New 165 $29K
FWL Investment Management, LLC 0.01% No change 162 $28K
Tradewinds Capital Management, LLC 0.01% No change 160 $28K
Horizon Financial Services, LLC 0.02% Add +172.4% 158 $27K
Olistico Wealth, LLC 0.02% New 157 $27K
Valley Wealth Managers, Inc. 0.00% New 154 $27K
Bangor Savings Bank 0.00% New 153 $27K
Gilliland Jeter Wealth Management LLC 0.01% No change 147 $26K
Beacon Capital Management, LLC 0.00% No change 147 $26K
Atlantic Edge Private Wealth Management, LLC 0.01% New 145 $25K
Kathleen S. Wright Associates Inc. 0.01% No change 142 $25K
Balefire, LLC 0.01% Reduce -37.2% 135 $23K
Davis Capital Management 0.02% No change 134 $23K
Archer Investment Corp 0.01% No change 129 $22K
SouthState Bank Corp 0.00% Reduce -13.0% 127 $22K
HBC Financial Services, PLLC 0.01% No change 140 $22K
Albion Financial Group 0.00% No change 124 $22K
Steph & Co. 0.01% No change 124 $22K
Evergreen Private Wealth LLC 0.01% No change 123 $21K
Bull Oak Capital, LLC 0.01% No change 123 $21K
Westside Investment Management, Inc. 0.00% Add +79.4% 122 $21K
Kelly Financial Services LLC 0.01% Add +275.0% 120 $21K
Washington Trust Advisors, Inc. 0.00% No change 115 $20K
Northwest Capital Management Inc 0.01% No change 115 $20K
SRH Advisors, LLC 0.01% No change 113 $20K
Wetzel Investment Advisors, Inc. 0.01% No change 143 $19K
Cornerstone Planning Group LLC 0.01% Reduce -43.2% 129 $19K
Elequin Capital, LP 0.01% New 109 $19K
Stone House Investment Management, LLC 0.00% No change 108 $19K
Kozak & Associates, Inc. 0.00% No change 101 $18K
Colonial Trust Advisors 0.00% Reduce -58.8% 105 $18K
Sugarloaf Wealth Management, LLC 0.00% Add +1.0% 105 $18K
Raffa Wealth Management, LLC 0.01% Reduce -4.6% 104 $18K
Mb, Levis & Associates, LLC 0.01% No change 104 $18K
Keener Financial Planning LLC 0.01% No change 109 $18K
Symmetry Peak Management LLC 1.34% New 100 $17K
Lam Group, Inc. 0.01% No change 100 $17K
Orion Capital Management LLC 0.01% Reduce -82.5% 100 $17K
Sittner & Nelson, LLC 0.01% New 100 $17K
CGC Financial Services, LLC 0.01% No change 100 $17K
Ibex Wealth Advisors 0.00% New 100 $17K
Biglari Capital Corp. 0.00% Reduce -90.0% 100 $17K
Aspire Private Capital, LLC 0.00% No change 98 $17K
Cyrus J. Lawrence, LLC 0.00% New 100 $17K
Main Street Group, LTD 0.01% No change 95 $16K
Financial Network Wealth Advisors LLC 0.01% New 94 $16K
Cedar Wealth Management, LLC 0.01% Reduce -22.7% 92 $16K
Pacifica Partners Inc. 0.01% No change 85 $16K
Carmichael Hill & Associates, Inc. 0.01% Add +35.4% 88 $15K
Old Second National Bank of Aurora 0.00% No change 86 $15K
Iron Horse Wealth Management, LLC 0.01% No change 83 $14K
Signature Resources Capital Management, LLC 0.01% New 80 $14K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 73 $13K
Fortitude Family Office, LLC 0.01% New 72 $13K
Oakworth Capital, Inc. 0.00% No change 72 $13K
Transamerica Financial Advisors, LLC 0.00% No change 68 $12K
Kessler Investment Group, LLC 0.01% No change 63 $11K
Chesapeake Asset Management LLC 0.01% No change 62 $11K
Pension & Wealth Management Advisors, Inc. 0.01% New 60 $10K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 60 $10K
Dogwood Wealth Management LLC 0.01% No change 57 $10K
ESL Trust Services, LLC 0.00% New 57 $10K
Fairman Group, LLC 0.01% No change 52 $9K
Stephens Consulting, LLC 0.00% No change 50 $9K
Bellevue Asset Management, LLC 0.00% No change 50 $9K
Rogco, LP 0.00% No change 45 $8K
Manchester Capital Management LLC 0.00% No change 44 $8K
Castleview Partners, LLC 0.00% No change 40 $7K
Camelot Portfolios, LLC 0.00% New 40 $7K
Estabrook Capital Management 0.00% No change 40 $7K
Peoples Financial Services Corp. 0.00% Reduce -22.0% 39 $7K
Pathway Financial Advisers, LLC 0.00% New 39 $7K
Webster Bank, N. A. 0.00% No change 36 $6K
SJS Investment Consulting Inc. 0.00% No change 35 $6K
Anfield Capital Management, LLC 0.00% Reduce -5.7% 33 $6K
DecisionPoint Financial, LLC 0.00% No change 32 $5K
Richard W. Paul & Associates, LLC 0.00% New 30 $5K
Moisand Fitzgerald Tamayo, LLC 0.00% Add +26.1% 29 $5K
Founders Capital Management 0.00% No change 24 $4K
Salomon & Ludwin, LLC 0.00% No change 23 $4K
Riggs Asset Managment Co. Inc. 0.00% No change 19 $3K
Kings Path Partners LLC 0.00% — 19 $3K
TruNorth Capital Management, LLC 0.00% Reduce -84.2% 19 $3K
MCF Advisors LLC 0.00% No change 15 $3K
Bank of New Hampshire 0.00% No change 15 $3K
Dixon Mitchell Investment Counsel Inc. 0.00% New 14 $2K
Mizuho Securities Co. Ltd. 0.00% No change 11 $2K
Macroview Investment Management LLC 0.00% No change 11 $2K
Brown Financial Advisors 0.00% — 11 $2K
Dagco, Inc. 0.00% No change 11 $2K
Nemes Rush Group LLC 0.00% Reduce -97.5% 10 $2K
Investment Research & Advisory Group, Inc. 0.00% Add +33.3% 8 $1K
Robinswood Financial LLC 0.00% New 8 $1K
TD Capital Management LLC 0.00% No change 8 $1K
Red Tortoise LLC 0.00% No change 7 $1K
PrairieView Partners, LLC 0.00% No change 10 $1K
Laurel Wealth Advisors LLC 0.00% No change 5 $870
Providence Capital Advisors, LLC 0.00% New 3 $521
DHJJ Financial Advisors, Ltd. 0.00% No change 2 $348
FNY Investment Advisers, LLC 0.00% Reduce -99.9% 2 $0
LGT Group Foundation 0.00% Add +725.0% 1,412,856 $0
LGT Fund Management Co Ltd. 0.00% Add +56.3% 53,541 $0
Coston, McIsaac & Partners 0.00% New 3 $0

"% of holder's portfolio" is TSM's weight in each manager's 13F, not the share of Taiwan Semiconductor-SP ADR the manager owns.