Taiwan Semiconductor-SP ADRTSM

13F holders, Q3 2024 (September 30)
2,191holders +88
185new positions
116sold out
24famous investors
$172.95avg. 13F price*

At the end of Q3 2024, 2,191 institutions reported holding Taiwan Semiconductor-SP ADR (TSM) in their 13F filings, up 88 from Q2 2024. 185 opened new positions and 116 sold out. The largest holders were FMR LLC ($9.7B), Sanders Capital, LLC ($7.2B) and Capital World Investors ($6.1B). 24 famous investors held it, including Philippe Laffont (6.0% of Coatue Management's portfolio), Stephen Mandel (5.5% of Lone Pine Capital's portfolio) and Dan Loeb (4.2% 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions185$1.6B
Exits116$758.9M

All 13F filers, Q2 2024 → Q3 2024: 53,706,641 shares bought and 75,387,246 shares sold, net −21,680,605 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,191 holders

FMR LLC 0.59% Add +7.3% 55,974,769 $9.7B
Sanders Capital, LLC 10.48% Reduce -0.2% 41,646,147 $7.2B
Capital World Investors 0.95% Reduce -11.8% 35,308,084 $6.1B
JPMorgan Chase & Co. 0.48% Reduce -16.6% 34,808,602 $6.0B
Fisher Asset Management 2.05% Add +1.3% 28,767,106 $5.0B
Bank of New York Mellon Corp 0.73% Reduce -4.2% 22,596,087 $3.9B
Van Eck Associates Corp. 4.61% Add +0.7% 18,289,993 $3.7B
Capital International Investors 0.69% Add +0.0% 20,526,966 $3.6B
Massachusetts Financial Services Co. 1.05% Reduce -18.4% 20,229,785 $3.5B
Morgan Stanley 0.22% Add +9.2% 17,824,781 $3.1B
BlackRock, Inc. 0.06% — 15,421,252 $2.7B
Bank of America Corp. 0.20% Add +6.0% 13,106,843 $2.3B
Fiera Capital Corp 5.81% Reduce -8.8% 11,115,744 $1.9B
Goldman Sachs Group Inc. 0.34% Add +10.9% 10,127,450 $1.8B
WCM Investment Management, LLC 3.93% Add +14.1% 9,738,181 $1.7B
Coatue Management 6.04% Reduce -17.8% 9,365,760 $1.6B
Royal Bank of Canada 0.35% Reduce -18.1% 9,056,566 $1.6B
William Blair Investment Management, LLC 3.52% Reduce -7.6% 8,218,126 $1.4B
Schroder Investment Management Group 1.35% Reduce -2.9% 7,370,966 $1.3B
Harding Loevner LP 7.47% Reduce -6.1% 7,452,639 $1.3B
UBS Group AG 0.35% Reduce -4.1% 7,125,137 $1.2B
Franklin Resources Inc. 0.35% Add +13.2% 6,423,734 $1.2B
GQG Partners LLC 1.92% Reduce -26.5% 7,042,179 $1.2B
Janus Henderson Group PLC 0.58% Add +19.9% 6,485,854 $1.1B
T. Rowe Price Associates Inc. 0.12% Reduce -20.8% 6,206,632 $1.1B
Alkeon Capital Management LLC 5.90% Reduce -26.3% 6,200,994 $1.1B
First Eagle Investment Management, LLC 2.09% Reduce -6.8% 5,852,638 $1.0B
Artisan Partners Limited Partnership 1.51% Add +3.7% 5,795,745 $1.0B
Alliancebernstein L.P. 0.32% Add +179.8% 5,465,463 $949.2M
Eagle Capital Management LLC 3.35% Reduce -15.1% 5,196,150 $902.4M
Brown Advisory Inc. 1.11% Reduce -9.1% 5,086,925 $883.4M
PineStone Asset Management Inc. 8.29% Add +1.4% 4,943,236 $858.5M
Clearbridge Investments, LLC 0.65% Add +27.9% 4,757,846 $826.3M
Barclays PLC 0.36% Reduce -14.1% 4,743,307 $823.8M
American Century Companies Inc. 0.48% Add +3.9% 4,696,957 $815.7M
Sands Capital Management, LLC 2.47% Reduce -2.0% 4,683,522 $813.4M
Russell Investments Group, Ltd. 1.16% Reduce -4.9% 4,609,958 $801.4M
Wellington Management Group LLP 0.13% Reduce -15.9% 4,422,049 $768.0M
Northern Trust Corp. 0.12% Add +2.7% 4,300,637 $746.9M
Ameriprise Financial Inc. 0.19% Add +18.0% 4,304,339 $745.6M
Lazard Asset Management LLC 1.07% Reduce -1.1% 4,291,511 $745.3M
Lone Pine Capital 5.46% Reduce -29.8% 4,212,861 $731.6M
Allspring Global Investments Holdings, LLC 1.10% Add +2.0% 4,082,765 $709.1M
Dimensional Fund Advisors LP 0.17% Add +2.7% 4,055,277 $704.3M
Jennison Associates LLC 0.43% Add +8.2% 4,018,311 $697.9M
Envestnet Asset Management Inc. 0.22% Add +6.0% 3,867,403 $671.7M
Wells Fargo & Company 0.15% Add +9.4% 3,655,866 $634.9M
Tiger Global Management 2.69% Add +18.4% 3,634,980 $631.3M
Nuveen Asset Management, LLC 0.17% Reduce -12.3% 3,533,212 $614.1M
FIL Ltd 0.55% Add +6.4% 3,495,113 $607.0M
Jane Street Group, LLC 0.96% Add +26.6% 3,437,394 $597.0M
Macquarie Group Ltd. 0.59% Add +4.0% 3,124,547 $542.6M
Driehaus Capital Management LLC 4.58% Reduce -6.6% 3,071,267 $533.4M
Invesco Ltd. 0.10% Add +54.1% 3,029,492 $526.1M
Cantillon Capital Management LLC 3.18% Reduce -2.9% 2,995,687 $520.3M
Sei Investments Co. 0.67% Reduce -2.4% 2,971,238 $516.0M
Windacre Partnership LLC 6.74% Reduce -6.8% 2,922,000 $507.5M
Ruane, Cunniff & Goldfarb L.P. 7.89% Reduce -3.9% 2,904,689 $504.5M
Ninety One UK Ltd 1.25% Reduce -12.1% 2,705,076 $469.8M
Royal London Asset Management Ltd. 1.15% Reduce -11.2% 2,688,017 $466.8M
Vontobel Holding Ltd. 1.40% Reduce -15.5% 2,492,225 $432.8M
BlueSpruce Investments, LP 7.96% Add +13.1% 2,487,454 $432.0M
Martin Currie Ltd. 13.48% Reduce -6.6% 1,975,928 $379.8M
Comgest Global Investors S.A.S. 5.35% Add +4.7% 2,152,007 $373.7M
Saturna Capital Corp. 4.84% Add +0.1% 2,133,023 $370.4M
Baillie Gifford & Co. 0.28% Reduce -59.4% 2,129,805 $369.9M
Axiom Investors LLC 3.21% Reduce -5.5% 2,107,390 $366.0M
Sarasin & Partners LLP 3.42% Reduce -33.6% 2,088,866 $362.8M
Lord, Abbett & Co. LLC 1.17% Reduce -12.3% 2,087,775 $362.6M
BNP Paribas Financial Markets 0.35% Add +65.9% 2,083,186 $361.8M
Fred Alger Management, LLC 1.74% Add +8.4% 2,065,689 $358.7M
Mirova US LLC 4.07% Reduce -13.2% 2,043,945 $355.0M
Natixis Advisors, LLC 0.69% Reduce -1.5% 2,040,254 $354.3M
Consolidated Press International Holdings Ltd. 54.97% Add +70.4% 2,026,277 $351.9M
Millennium Management 0.31% Reduce -17.3% 1,975,084 $343.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Add +799.2% 1,899,088 $329.8M
Hudson Bay Capital Management LP 2.62% Add +36.1% 1,880,859 $326.6M
Rafferty Asset Management, LLC 1.11% Add +1.0% 1,871,897 $325.1M
AustralianSuper Pty Ltd 1.59% No change 1,842,687 $320.0M
Citadel Advisors 0.34% Reduce -6.9% 1,828,945 $317.6M
Fayez Sarofim & Co 0.81% Add +10.2% 1,826,296 $317.2M
Lansdowne Partners (uk) LLP 24.26% Reduce -18.1% 1,786,780 $310.3M
Third Point 4.20% Reduce -12.1% 1,780,000 $309.1M
Greenwoods Asset Management Hong Kong Ltd. 9.49% Reduce -36.6% 1,722,314 $299.1M
Capital Research Global Investors 0.06% Reduce -0.3% 1,718,144 $298.7M
Raymond James & Associates 0.18% Add +6.7% 1,711,953 $297.3M
Amundi 0.11% Reduce -11.7% 1,590,276 $295.9M
Voya Investment Management LLC 0.35% Reduce -48.3% 1,683,812 $292.4M
CANADA LIFE ASSURANCE Co 0.51% Reduce -8.3% 1,680,483 $292.4M
Citigroup Inc. 0.27% Add +2.0% 1,680,028 $291.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.71% Reduce -21.2% 1,644,106 $285.5M
Principal Financial Group Inc. 0.16% Reduce -21.3% 1,638,195 $284.5M
Menora Mivtachim Holdings LTD. 1.79% Add +6.3% 1,631,931 $283.4M
CI Investments Inc. 1.05% Reduce -43.2% 1,583,977 $275.1M
Intermede Investment Partners Ltd 5.64% Reduce -2.0% 1,555,692 $270.2M
Manufacturers Life Insurance Company, The 0.24% Add +3.2% 1,539,375 $267.4M
AMF Tjanstepension AB 1.90% Add +4.8% 1,533,207 $266.3M
Susquehanna International Group, LLP 0.45% Reduce -23.9% 1,508,458 $262.0M
Voyager Global Management LP 11.09% Add +28.3% 1,475,000 $256.2M
Legal & General Group Plc 0.07% Reduce -0.6% 1,422,694 $247.1M
Select Equity Group, L.P. 0.84% Reduce -47.1% 1,320,298 $229.3M
Public Employees Retirement System of Ohio 0.98% New 1,319,158 $229.1M
DekaBank Deutsche Girozentrale 0.42% Add +0.7% 1,327,786 $228.8M
Neuberger Berman Group LLC 0.18% Reduce -10.8% 1,312,435 $228.0M
1832 Asset Management L.P. 0.38% Reduce -34.4% 1,301,496 $226.0M
Swedbank AB 0.29% Reduce -13.1% 1,301,103 $226.0M
State Street Corp. 0.01% Reduce -9.0% 1,289,232 $224.7M
Balyasny Asset Management L.P. 0.59% Add +449.5% 1,293,006 $224.6M
Manning & Napier Advisors LLC 2.44% Reduce -2.7% 1,277,388 $221.8M
Deutsche Bank AG 0.09% Reduce -19.7% 1,264,398 $219.6M
Loomis Sayles & Co. L P 0.28% Add +0.9% 1,231,973 $214.0M
Man Group plc 0.62% Reduce -5.1% 1,215,506 $211.1M
Point72 Asset Management 0.75% Add +95.3% 1,206,895 $209.6M
New York State Common Retirement Fund 0.27% Reduce -4.2% 1,161,399 $201.7M
LPL Financial LLC 0.09% Add +17.7% 1,149,145 $199.6M
Van Lanschot Kempen Investment Management N.V. 2.03% Add +3.0% 1,144,932 $198.8M
Locust Wood Capital Advisers, LLC 6.85% Reduce -1.9% 1,128,121 $195.9M
Mirae Asset Global Investments Co., Ltd. 0.86% Reduce -2.3% 1,183,125 $195.0M
Two Sigma Investments, LP 0.45% New 1,119,264 $194.4M
PNC Financial Services Group, Inc. 0.12% Reduce -1.0% 1,113,193 $193.3M
Nordea Investment Management AB 0.21% Reduce -18.7% 1,083,498 $188.2M
Cibc World Market Inc. 0.42% Add +7.8% 1,071,427 $186.1M
DNB Asset Management AS 0.84% Reduce -22.4% 1,070,562 $185.9M
Verition Fund Management LLC 1.40% Add +819.5% 1,056,480 $183.5M
KEYWISE CAPITAL MANAGEMENT (HK) Ltd 17.93% Reduce -14.4% 1,035,050 $179.8M
Himension Capital (singapore) Pte. LTD. 13.95% Add +33.3% 1,028,704 $178.7M
Credit Agricole S A 0.90% Add +4.2% 995,023 $172.8M
LGT Capital Partners LTD. 5.92% Reduce -9.5% 979,562 $170.1M
Soroban Capital Partners LP 2.31% New 961,956 $167.1M
Baron Capital (BAMCO) 0.44% Add +7.0% 960,740 $166.9M
First Trust Advisors LP 0.16% Add +51.8% 952,803 $165.5M
Thornburg Investment Management Inc. 2.12% Add +0.5% 935,916 $162.5M
Westfield Capital Management Co. LP 0.73% Reduce -11.9% 934,256 $162.3M
Baird Financial Group, Inc. 0.32% Reduce -7.6% 933,803 $162.2M
Stifel Financial Corp. 0.17% Add +7.2% 923,845 $160.4M
LGT Group Foundation 2.54% Reduce -37.6% 881,202 $154.9M
Morningstar Investment Services LLC 1.58% Reduce -2.1% 870,420 $154.9M
Trinity Street Asset Management LLP 15.26% Reduce -3.0% 881,505 $153.1M
Capital Fund Management S.A. 1.69% Add +1644.0% 874,901 $151.9M
Marsico Capital Management LLC 4.24% Reduce -0.0% 873,954 $151.8M
Candriam S.C.A. 0.87% Add +7.6% 864,011 $150.0M
Renaissance Technologies 0.22% Add +2336.0% 848,420 $147.3M
ARGA Investment Management, LP 4.79% Reduce -0.9% 832,279 $144.5M
Public Employees Retirement Association of Colorado 0.57% Reduce -8.3% 824,000 $143.1M
Capital Group Private Client Services, Inc. 1.36% Reduce -4.4% 819,402 $142.3M
Itau Unibanco Holding S.A. 4.65% Add +112.7% 812,454 $141.1M
HighTower Advisors, LLC 0.21% Reduce -3.0% 807,321 $140.2M
W1M Investment Management Ltd 2.25% Add +6.5% 789,549 $137.1M
AXA S.A. 0.41% Reduce -30.8% 787,510 $136.8M
C WorldWide Group Holding A/S 1.40% Add +3.9% 778,086 $135.1M
SRS Investment Management, LLC 1.99% No change 768,027 $133.4M
LBP Am SA 1.96% New 750,083 $130.3M
Mondrian Investment Partners LTD 1.94% Reduce -28.6% 739,301 $128.4M
Varma Mutual Pension Insurance Co 0.99% No change 656,400 $125.1M
Banque Pictet & Cie SA 1.20% Reduce -4.3% 698,005 $121.2M
TOMS Capital Investment Management LP 9.61% Add +68.4% 674,400 $117.1M
Rathbones Group PLC 0.59% Add +2.7% 670,930 $116.5M
Summitry LLC 5.53% Reduce -6.1% 664,700 $115.4M
Quilter Plc 2.34% Add +14.1% 660,793 $114.8M
Munro Partners 4.17% Reduce -33.4% 659,371 $114.5M
Holocene Advisors, LP 0.45% Add +54.4% 647,304 $112.4M
TD Asset Management Inc 0.10% Reduce -12.8% 630,374 $112.2M
Bank of Montreal 0.05% Reduce -5.7% 630,328 $112.2M
Geode Capital Management, LLC 0.01% Reduce -0.3% 642,784 $111.6M
Handelsbanken Fonder AB 0.43% Reduce -17.4% 632,000 $109.8M
Clal Insurance Enterprises Holdings Ltd 0.95% Reduce -14.4% 618,000 $107.3M
Maverick Capital 2.09% Add +26.1% 616,979 $107.2M
Altshuler Shaham Ltd 6.44% Add +5507.2% 615,222 $106.8M
AEGON ASSET MANAGEMENT UK Plc 1.45% Reduce -24.2% 611,233 $106.5M
SG Americas Securities, LLC 0.41% Reduce -8.6% 613,021 $106.5M
National Bank of Canada 0.14% Add +133.1% 613,485 $106.5M
HSBC Holdings PLC 0.07% Reduce -60.2% 604,554 $105.2M
Allianz Asset Management GmbH 0.16% Reduce -7.7% 603,599 $104.8M
Capital International, Inc. 1.30% Reduce -14.2% 591,829 $102.8M
State of New Jersey Common Pension Fund D 0.42% No change 590,492 $102.6M
Fort Washington Investment Advisors Inc. 0.62% Add +6.6% 588,295 $102.2M
Steadfast Capital Management LP 2.34% Add +90.2% 579,800 $100.7M
Clark Capital Management Group, Inc. 0.69% Add +2.1% 579,018 $100.6M
Epoch Investment Partners, Inc. 0.45% Reduce -16.5% 576,794 $100.5M
D. E. Shaw & Co. 0.14% Add +485.6% 576,119 $100.1M
Aviva PLC 0.26% Reduce -8.0% 570,288 $99.0M
LMR Partners LLP 2.72% New 558,400 $97.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.10% Reduce -14.8% 558,252 $97.0M
Rockefeller Capital Management L.P. 0.26% Add +0.3% 555,358 $96.4M
Thrivent Financial for Lutherans 0.18% Reduce -28.3% 540,013 $93.8M
Scge Management, L.P. 2.02% Add +487.2% 533,000 $92.6M
Causeway Capital Management LLC 2.26% Add +4.6% 528,851 $91.8M
Sumitomo Mitsui Trust Group, Inc. 0.06% Reduce -6.7% 527,604 $91.6M
Altimeter Capital Management 1.34% New 519,290 $90.2M
Boston Common Asset Management, LLC 2.35% Reduce -6.6% 519,198 $90.2M
Canoe Financial LP 2.16% Reduce -70.5% 504,596 $89.8M
OVERSEA-CHINESE BANKING Corp Ltd 2.45% Add +5.1% 493,710 $87.3M
Cerity Partners LLC 0.19% Add +11.7% 501,521 $87.1M
Summit Partners Public Asset Management, LLC 3.92% Reduce -21.1% 501,516 $87.1M
Perpetual Ltd 0.94% Reduce -7.1% 497,356 $86.4M
Nomura Holdings Inc. 0.66% Add +6.8% 496,617 $86.2M
Creative Planning 0.09% Add +8.1% 495,686 $86.1M
Analog Century Management LP 5.83% Add +24.9% 493,428 $85.7M
Harvard Management Co. Inc. 4.89% Reduce -11.3% 488,790 $84.9M
Parnassus Investments, LLC 0.18% Add +0.7% 485,155 $84.3M
Bank Pictet & Cie (Europe) AG 1.98% Add +3.1% 482,205 $83.7M
Migdal Insurance & Financial Holdings Ltd. 1.34% Add +28.4% 475,756 $82.9M
Phoenix Financial Ltd. 1.21% Add +2.8% 469,580 $81.8M
Noked Israel Ltd 17.56% Add +17.1% 462,800 $80.4M
Cetera Investment Advisers 0.17% Add +4.5% 458,816 $79.7M
Schonfeld Strategic Advisors LLC 0.64% Add +74.4% 452,695 $78.6M
Magellan Asset Management Ltd 0.78% Add +14.8% 449,121 $78.0M
Rhumbline Advisers 0.07% Reduce -0.1% 448,091 $77.8M
North of South Capital LLP 11.75% Reduce -16.5% 446,042 $77.5M
FengHe Fund Management Pte. Ltd. 22.52% Reduce -82.3% 438,700 $76.2M
CIBC Private Wealth Group LLC 0.14% Add +3.4% 437,987 $76.1M
Ruffer LLP 2.39% Reduce -26.1% 436,730 $75.9M
PEAK6 Investments LLC 3.75% Reduce -27.1% 431,294 $74.9M
Blue Whale Capital LLP 5.78% New 427,483 $74.2M
Federated Hermes, Inc. 0.16% Add +3.0% 417,475 $72.5M
Truist Financial Corp. 0.11% Reduce -15.5% 414,156 $71.9M
Raymond James Financial Services Advisors, Inc. 0.10% Reduce -14.2% 411,200 $71.4M
Cookson Peirce & Co. Inc. 3.32% Add +28.1% 407,357 $70.7M
MML Investors Services, LLC 0.26% Add +13.1% 407,163 $70.7M
Appaloosa 1.04% Reduce -13.0% 400,000 $69.5M
Bain Capital Public Equity Management II, LLC 3.15% Reduce -9.9% 399,085 $69.3M
Tiger Pacific Capital LP 14.08% Add +0.7% 397,778 $69.1M
Public Sector Pension Investment Board 0.37% No change 395,732 $68.7M
Tudor Investment Corporation 0.75% Add +68.0% 395,505 $68.7M
Strategy Capital LLC 6.57% Add +11.0% 392,916 $68.2M
Avala Global LP 4.47% Reduce -15.6% 391,184 $67.9M
Corient Private Wealth LP 0.11% Reduce -1.6% 388,412 $67.5M
Albar Capital Ltd 14.97% Reduce -23.9% 383,808 $66.7M
US Bancorp \de 0.09% Reduce -7.9% 382,726 $66.5M
Chicago Capital, LLC 1.83% Add +0.7% 379,634 $65.9M
Nomura Asset Management Co. Ltd. 0.20% Add +22.3% 378,820 $65.8M
B. Metzler seel. Sohn & Co. Holding AG 0.65% — 378,166 $65.7M
B. Metzler seel. Sohn & Co. AG 0.65% Add +4.2% 378,166 $65.7M
Squarepoint Ops LLC 0.22% Add +138.7% 376,528 $65.4M
Liontrust Investment Partners LLP 0.92% No change 372,899 $64.8M
Johnson Investment Counsel Inc. 0.63% Reduce -6.1% 366,019 $63.6M
O'shaughnessy Asset Management, LLC 0.57% Add +0.5% 330,390 $63.5M
Carrhae Capital LLP 7.21% Add +24.0% 363,263 $63.1M
WT Asset Management Ltd 12.52% Reduce -39.2% 359,938 $62.5M
Scotia Capital Inc. 0.33% Reduce -0.3% 359,043 $62.4M
E Fund Management Co., Ltd. 3.19% Reduce -13.2% 357,403 $62.1M
Optiver Holding B.V. 1.58% Add +577.5% 356,588 $61.9M
Hardman Johnston Global Advisors LLC 2.41% Reduce -15.6% 354,585 $61.6M
Guinness Asset Management LTD 1.16% Reduce -10.2% 352,036 $61.3M
Montanova Capital, LLC 2.17% Reduce -0.6% 348,742 $60.6M
Light Street Capital Management, LLC 14.89% Add +1.4% 346,504 $60.2M
Mitsubishi UFJ Trust & Banking Corp 0.14% Reduce -12.1% 344,929 $59.9M
Ninety One North America, Inc. 3.98% Add +62.9% 337,412 $58.6M
Parallax Volatility Advisers, L.P. 1.75% Add +262.9% 335,068 $58.2M
Commonwealth Equity Services, LLC 0.09% Add +7.8% 333,765 $58.0M
Janney Montgomery Scott LLC 0.16% Reduce -3.5% 325,476 $56.5M
Adage Capital Partners Gp, L.L.C. 0.10% Add +59.8% 325,050 $56.5M
Robeco Institutional Asset Management B.V. 0.11% Add +8.6% 321,794 $55.9M
Crossmark Global Holdings, Inc. 1.00% Reduce -20.4% 318,217 $55.3M
Northwestern Mutual Wealth Management Co. 0.05% Add +9.1% 317,162 $55.1M
HughesLittle Investment Management Ltd. 11.04% Add +3.6% 312,435 $54.3M
Federation des caisses Desjardins du Quebec 0.26% Reduce -8.0% 308,368 $53.5M
Cullen Capital Management, LLC 0.58% Reduce -2.6% 306,211 $53.2M
J. Safra Sarasin Holding AG 0.92% Add +6.8% 305,322 $53.0M
Dundas Partners LLP 3.79% No change 303,564 $52.7M
Assetmark, Inc. 0.15% Add +3.8% 301,964 $52.4M
Danica Pension, Livsforsikringsaktieselskab 1.00% Add +17.3% 298,200 $51.8M
Walleye Capital LLC 0.61% Reduce -29.0% 297,821 $51.7M
McDaniel Terry & Co. 4.29% Add +0.3% 294,866 $51.2M
Generation Investment Management LLP 0.24% Add +98.9% 293,431 $51.0M
Obermeyer Wealth Partners 2.71% Reduce -3.3% 291,282 $50.6M
Brandes Investment Partners, LP 0.56% Reduce -35.0% 285,885 $49.6M
Governors Lane LP 7.84% Reduce -20.4% 280,900 $48.8M
Modera Wealth Management, LLC 0.61% Add +0.0% 276,112 $48.0M
Trillium Asset Management, LLC 1.15% Reduce -4.6% 270,100 $46.9M
Manchester Global Management (UK) Ltd 7.51% Reduce -11.4% 268,024 $46.5M
Earnest Partners LLC 0.20% Reduce -9.6% 267,599 $46.5M
NorthCrest Asset Manangement, LLC 1.40% Add +2.4% 266,167 $46.2M
Osaic Holdings, Inc. 0.10% Reduce -15.3% 265,575 $46.1M
Wedgewood Partners Inc. 8.34% Reduce -0.7% 246,132 $45.9M
Metropolis Capital Ltd 1.59% Reduce -12.9% 263,833 $45.8M
Financiere des Professionnels - Fonds d'investissement inc. 3.12% Add +76.6% 262,704 $45.6M
Connor, Clark & Lunn Investment Management Ltd. 0.22% Reduce -30.6% 256,028 $44.5M
Flossbach Von Storch SE 0.17% Reduce -18.9% 255,019 $44.3M
Pictet Asset Management Holding SA 0.05% Reduce -13.2% 252,072 $43.9M
JARISLOWSKY, FRASER Ltd 0.25% Reduce -1.9% 252,671 $43.9M
Whale Rock Capital Management 0.62% Add +7.2% 252,635 $43.9M
Aquatic Capital Management LLC 1.13% Add +102.2% 248,900 $43.2M
Kinetic Partners Management, LP 2.99% Add +7.5% 247,954 $43.1M
Delta Global Management LP 2.89% New 247,922 $43.1M
Advisors Capital Management, LLC 0.70% Reduce -2.0% 245,753 $42.7M
Arrowstreet Capital, Limited Partnership 0.04% Add +52.2% 7,780,244 $42.5M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.17% Add +2.4% 244,360 $42.4M
Sustainable Growth Advisers, LP 0.18% Add +148.7% 242,058 $42.0M
M&T Bank Corp 0.14% Add +12.4% 241,714 $42.0M
Jupiter Asset Management Ltd. 0.37% Add +21.9% 241,415 $41.9M
Optimus Prime Fund Management Co., Ltd. 5.44% Add +29.7% 240,000 $41.7M
Aberdeen Group plc 0.08% Add +11.9% 239,742 $41.6M
Edmond DE Rothschild Holding S.A. 0.67% Add +4.5% 237,647 $41.3M
Triodos Investment Management BV 3.22% No change 234,753 $40.8M
Amova Asset Management Americas, Inc. 0.46% Reduce -4.7% 234,554 $40.7M
Cat Rock Capital Management LP 4.55% New 231,100 $40.1M
Sirios Capital Management L P 7.09% Add +11.0% 230,626 $40.1M
Hosking Partners LLP 1.54% Reduce -8.0% 230,363 $40.0M
Tran Capital Management, L.P. 4.26% Reduce -1.1% 227,813 $39.6M
Fulton Breakefield Broenniman LLC 2.76% Reduce -1.6% 227,701 $39.5M
Pictet North America Advisors SA 3.83% Add +1.4% 223,042 $38.7M
ARK Investment Management 0.35% Reduce -13.3% 222,253 $38.6M
Formuepleje A/S 1.97% Add +19.4% 221,614 $38.5M
Cercano Management LLC 0.92% New 220,931 $38.4M
Trajan Wealth LLC 2.26% Reduce -0.4% 220,924 $38.4M
MAI Capital Management 0.36% Reduce -16.8% 216,555 $37.6M
Cambridge Investment Research Advisors, Inc. 0.13% Reduce -8.1% 212,180 $36.8M
Mariner, LLC 0.07% Add +4.7% 211,965 $36.8M
Alberta Investment Management Corp 0.33% Reduce -13.3% 212,086 $36.8M
Abn Amro Investment Solutions 0.64% Reduce -0.6% 210,782 $36.6M
Calamos Advisors LLC 0.25% Reduce -4.1% 210,763 $36.6M
National Philanthropic Trust 0.65% Add +0.1% 206,792 $35.9M
Night Owl Capital Management, LLC 4.88% Add +3.3% 205,595 $35.7M
Hudson Edge Investment Partners Inc. 6.60% Add +3.0% 204,855 $35.6M
Sanctuary Advisors, LLC 0.22% Add +20.1% 186,359 $35.4M
Cresset Asset Management, LLC 0.14% Reduce -7.3% 202,789 $35.3M
Insight Holdings Group, LLC 1.53% No change 203,300 $35.3M
Healthcare of Ontario Pension Plan Trust Fund 0.09% New 202,349 $35.1M
Janney Capital Management LLC 2.30% Reduce -1.3% 196,461 $34.1M
M&G PLC 0.21% Add +27.1% 195,464 $34.0M
BNP Paribas 1.40% Reduce -4.7% 194,128 $33.7M
Point72 Hong Kong Ltd 2.42% Add +77.4% 193,653 $33.6M
Moran Wealth Management, LLC 1.03% Reduce -3.1% 192,147 $33.4M
Deprince Race & Zollo Inc. 0.64% Reduce -13.0% 191,950 $33.3M
Wealth Enhancement Advisory Services, LLC 0.07% Reduce -22.0% 190,952 $33.2M
Thomasville National Bank 2.44% Add +0.3% 189,865 $33.0M
State of Michigan Retirement System 0.16% No change 188,900 $32.8M
Point72 Italy, S.r.l. 10.62% Reduce -5.8% 186,870 $32.5M
CCLA Investment Management 0.50% No change 186,854 $32.4M
Vanguard Group Inc. 0.00% Reduce -32.1% 185,394 $32.2M
Lido Advisors, LLC 0.24% Add +7.8% 185,050 $32.1M
Lingotto Investment Management LLP 0.93% No change 185,000 $32.1M
Westwood Holdings Group Inc. 0.24% Reduce -33.3% 179,697 $31.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.84% Reduce -2.3% 178,993 $31.1M
TCW Group Inc. 0.27% Add +0.5% 176,017 $30.6M
Todd Asset Management LLC 0.71% Reduce -16.4% 175,993 $30.6M
Estuary Capital Management LP 8.01% New 171,900 $29.9M
Mawer Investment Management Ltd. 0.13% Reduce -23.1% 170,113 $29.5M
Main Street Research LLC 1.85% Add +1.8% 168,994 $29.5M
Ramirez Asset Management, Inc. 5.62% Add +19.0% 168,766 $29.3M
J. L. Bainbridge & Co., Inc. 2.83% Reduce -0.8% 168,332 $29.2M
Snowden Capital Advisors LLC 0.88% Add +0.3% 167,292 $29.2M
Walleye Trading LLC 0.69% Reduce -40.7% 165,583 $28.8M
W1M Asset Management Ltd 2.27% Add +0.4% 164,791 $28.6M
Two Sigma Advisers, LP 0.07% Add +1391.8% 164,100 $28.5M
Banco BTG Pactual S.A. 7.41% Add +33.6% 163,966 $28.5M
Orion Porfolio Solutions, LLC 0.28% Reduce -6.0% 161,481 $28.0M
Orion Portfolio Solutions, LLC 0.28% Reduce -6.0% 161,481 $28.0M
Schwartz Investment Counsel Inc. 1.00% Add +658.8% 161,250 $28.0M
GMO 0.09% Add +72.0% 160,197 $27.8M
Matthews International Capital Management LLC 4.59% Reduce -6.6% 158,398 $27.5M
Kornitzer Capital Management Inc. 0.51% No change 157,667 $27.4M
Pathstone Holdings, LLC 0.12% Reduce -3.1% 157,191 $27.3M
IMC-Chicago, LLC 0.78% New 156,488 $27.2M
Dnca Finance 2.37% Reduce -4.0% 154,500 $26.8M
Alta Park Capital, LP 3.75% Add +0.6% 154,026 $26.7M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 2.77% Add +7.0% 153,063 $26.6M
Asset Management One Co., Ltd. 0.09% No change 152,992 $26.6M
Mirae Asset Securities (usa) Inc. 1.52% Add +99.1% 151,155 $26.3M
ABN AMRO Bank N.V. 0.36% Add +1.9% 152,167 $26.2M
HCEP Management Ltd 9.49% Reduce -70.0% 150,000 $26.1M
Fundsmith Investment Services LTD. 0.32% No change 149,989 $26.0M
Wolverine Trading, LLC 0.67% Add +16.6% 145,000 $25.8M
Factory Mutual Insurance Co. 0.26% Add +10.9% 146,420 $25.4M
Oppenheimer Asset Management Inc. 0.30% Add +1.8% 145,251 $25.2M
John G Ullman & Associates Inc. 3.61% Reduce -2.8% 144,567 $25.1M
Atria Investments, Inc 0.31% Add +3.9% 144,347 $25.1M
BOCHK Asset Management Ltd 7.35% Add +1616.3% 142,113 $24.7M
Ariel Investments 0.25% Reduce -6.0% 141,832 $24.6M
Fairfax Financial Holdings 2.24% No change 141,700 $24.6M
Avantax Advisory Services, Inc. 0.16% Add +6.0% 141,436 $24.6M
Bailard, Inc. 0.64% Add +0.2% 141,074 $24.5M
Paloma Partners Management Co 1.70% New 140,945 $24.5M
Old Mission Capital LLC 0.54% New 140,530 $24.4M
Jump Financial, LLC 0.51% Add +171.3% 140,518 $24.4M
AQR Capital Management 0.03% Add +27.1% 138,675 $24.1M
Kemnay Advisory Services Inc. 4.32% Add +187.3% 137,478 $23.9M
Tredje AP-fonden 0.21% Reduce -6.0% 135,063 $23.5M
Maplelane Capital, LLC 2.73% Reduce -60.9% 135,000 $23.4M
Moore Capital Management, LP 0.74% Reduce -4.8% 133,331 $23.2M
Mercer Global Advisors Inc. 0.05% Add +17.0% 133,012 $22.9M
NewEdge Advisors, LLC 0.15% Add +19.6% 131,493 $22.8M
Tairen Capital Ltd 0.81% New 119,614 $22.8M
ExodusPoint Capital Management, LP 0.23% Add +48.6% 130,354 $22.6M
Marcho Partners LLP 7.89% Add +21.6% 129,706 $22.5M
Compagnie Lombard Odier SCmA 0.35% Add +2.2% 129,028 $22.4M
Raub Brock Capital Management LP 4.43% Reduce -4.4% 125,563 $21.8M
AMS Capital Ltda 3.79% Add +42.7% 125,289 $21.8M
Qube Research & Technologies Ltd 0.04% New 124,843 $21.7M
Point72 Asia (Singapore) Pte. Ltd. 4.04% Add +62.5% 123,807 $21.5M
Augustine Asset Management Inc. 7.47% Reduce -0.1% 123,226 $21.4M
Nicola Wealth Management LTD. 1.70% No change 91,000 $21.4M
Cabot Wealth Management Inc. 2.66% Reduce -2.2% 122,671 $21.3M
Oppenheimer & Co. Inc. 0.32% Reduce -6.1% 122,152 $21.2M
Stevens Capital Management LP 3.01% Add +46.3% 121,761 $21.1M
Zweig-DiMenna Associates LLC 2.12% Reduce -3.8% 120,527 $20.9M
Tidal Investments LLC 0.22% Reduce -18.1% 117,006 $20.3M
Noesis Capital Mangement Corp. 4.00% Add +10.8% 116,114 $20.2M
Laird Norton Wetherby Wealth Management, LLC 0.92% Reduce -3.2% 115,998 $20.1M
Simplex Trading, LLC 0.68% Reduce -66.9% 115,312 $20.0M
Greenleaf Trust 0.18% Add +0.2% 114,482 $19.9M
IvyRock Asset Management (HK) Ltd 8.62% No change 113,300 $19.7M
Kestra Advisory Services, LLC 0.11% Reduce -4.6% 113,226 $19.7M
FACT Capital, LP 7.58% No change 112,529 $19.5M
QRG Capital Management, Inc. 0.21% Add +7.0% 112,212 $19.5M
Harvest Fund Management Co., Ltd 1.16% Add +9.7% 112,108 $19.5M
CapWealth Advisors, LLC 2.13% Reduce -5.1% 112,103 $19.5M
Point72 Europe (London) LLP 1.64% New 111,781 $19.4M
Old National Bancorp 0.44% Reduce -1.7% 110,837 $19.2M
Y.D. More Investments Ltd 2.01% Reduce -26.6% 110,268 $19.1M
Buckingham Capital Management, Inc. 2.17% Reduce -10.5% 109,172 $19.0M
Exencial Wealth Advisors, LLC 0.68% Add +25.3% 108,912 $18.9M
New Age Alpha Advisors, LLC 11.62% Add +10.1% 108,900 $18.9M
TD Waterhouse Canada Inc. 0.15% Add +1.5% 109,913 $18.9M
Naples Global Advisors, LLC 1.75% Reduce -1.1% 107,701 $18.8M
Saraza Management, LP 5.40% New 107,500 $18.7M
Dodge & Cox 0.01% Add +24.3% 107,500 $18.7M
Harber Asset Management LLC 5.63% Reduce -27.6% 107,335 $18.6M
First Long Island Investors, LLC 1.45% Add +24.9% 105,984 $18.4M
Thoroughbred Financial Services, LLC 1.18% Add +1.0% 105,593 $18.3M
Soros Capital Management LLC 4.40% Reduce -22.9% 105,173 $18.3M
CenterBook Partners LP 1.12% New 105,032 $18.2M
Meridian Investment Counsel Inc. 5.49% Reduce -2.0% 104,672 $18.2M
Victory Capital Management Inc. 0.02% Add +116.0% 104,657 $18.2M
Erste Asset Management GmbH 0.22% Add +0.5% 103,520 $18.1M
Mirabaud Asset Management Ltd 7.42% Add +705.2% 374,818 $18.0M
Galvin, Gaustad & Stein, LLC 1.62% Add +5.9% 103,491 $18.0M
Bwcp, LP 3.97% Reduce -26.2% 102,987 $17.9M
Salem Investment Counselors Inc. 0.54% Reduce -0.9% 102,701 $17.8M
Princeton Global Asset Management LLC 3.44% Add +3.0% 101,959 $17.7M
Generate Investment Management Ltd 1.18% Reduce -12.4% 101,699 $17.7M
Crestline Management, L.P. 1.00% Reduce -15.1% 101,225 $17.6M
Glynn Capital Management LLC 4.02% New 101,155 $17.6M
Telemark Asset Management, LLC 1.75% No change 100,000 $17.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +1.5% 99,679 $17.3M
Hodges Capital Management Inc. 1.11% Add +94.7% 99,430 $17.3M
Envestnet Portfolio Solutions, Inc. 0.06% Add +2.7% 98,669 $17.1M
Firetrail Investments PTY Ltd. 4.91% Add +0.7% 98,232 $17.0M
Teachers Retirement System of the State of Kentucky 0.15% Reduce -17.7% 97,790 $17.0M
Azimuth Capital Investment Management LLC 0.66% Add +1.2% 97,718 $17.0M
GTS Securities LLC 0.34% Reduce -15.0% 96,738 $16.8M
JB Capital LLC 0.95% Reduce -0.4% 95,473 $16.6M
GMT Capital Corp 0.66% Reduce -20.9% 95,100 $16.5M
Promethos Capital, LLC 5.82% Reduce -22.5% 94,054 $16.3M
Dupont Capital Management Corp. 1.34% Reduce -26.5% 92,381 $16.0M
Advisory Research Inc. 2.82% Reduce -2.2% 91,276 $15.9M
Acadian Asset Management LLC 0.05% Reduce -0.4% 90,487 $15.7M
Chartwell Investment Partners, LLC 0.54% Add +44.1% 90,385 $15.7M
Capital International Sarl 0.40% Add +4.2% 90,157 $15.7M
Tokio Marine Asset Management Co. Ltd. 0.68% Add +0.6% 89,900 $15.6M
Vident Advisory, LLC 0.39% Add +17.9% 89,151 $15.5M
Redwood Investments, LLC 4.61% Reduce -8.6% 89,142 $15.5M
Cubist Systematic Strategies, LLC 0.23% Add +447.3% 88,957 $15.4M
United American Securities Inc. (d/b/a UAS Asset Management) 3.75% Add +33.5% 88,867 $15.4M
TB Alternative Assets Ltd. 3.66% Reduce -11.7% 88,708 $15.4M
Hanson & Doremus Investment Management 2.44% Reduce -2.1% 88,438 $15.4M
United Capital Financial Advisors, LLC 0.13% Reduce -33.6% 88,097 $15.3M
Everett Harris & Co. 0.19% Reduce -5.5% 87,668 $15.2M
Choate Investment Advisors 0.39% Add +4.1% 87,157 $15.2M
Blair William & Co. 0.04% Add +8.9% 86,739 $15.1M
SeaBridge Investment Advisors LLC 3.65% Reduce -9.1% 85,948 $14.9M
Stonegate Investment Group, LLC 0.39% Add +5.4% 84,705 $14.7M
Carmignac Gestion 0.24% Reduce -59.7% 84,263 $14.6M
Frank, Rimerman Advisors LLC 1.04% Reduce -6.4% 84,249 $14.6M
DAVENPORT & Co LLC 0.09% Reduce -3.2% 84,227 $14.6M
Farmers & Merchants Investments Inc. 0.45% Add +11.0% 83,884 $14.6M
Monolith Management Ltd 8.43% Reduce -41.8% 83,090 $14.4M
Segall Bryant & Hamill, LLC 0.20% Add +2.6% 83,081 $14.4M
Captrust Financial Advisors 0.04% Reduce -1.5% 82,822 $14.4M
Private Advisor Group, LLC 0.09% Add +14.5% 82,654 $14.4M
Deepwater Asset Management, LLC 5.03% Reduce -2.8% 82,554 $14.3M
China Universal Asset Management Co., Ltd. 1.56% Reduce -8.3% 81,393 $14.2M
Lockheed Martin Investment Management Co. 0.65% Add +59.8% 81,200 $14.1M
Trek Financial, LLC 1.05% Reduce -5.2% 81,047 $14.1M
Tiaa Trust, National Association 0.04% Add +514.5% 80,778 $14.0M
Mackenzie Financial Corp. 0.02% Reduce -2.6% 80,511 $14.0M
Evergreen Capital Management LLC 0.46% Reduce -29.8% 79,435 $13.8M
Townsquare Capital LLC 0.17% Add +42.3% 79,557 $13.8M
Douglass Winthrop Advisors, LLC 0.26% Reduce -10.8% 79,246 $13.8M
Oak Family Advisors, LLC 4.95% Reduce -8.0% 78,945 $13.7M
Cambiar Investors LLC 0.53% Reduce -6.2% 78,670 $13.7M
Yousif Capital Management, LLC 0.15% Reduce -5.4% 77,545 $13.5M
Naviter Wealth, LLC 1.87% Reduce -3.8% 77,165 $13.4M
Nissay Asset Management Corp. /Japan 0.08% Add +5.1% 77,240 $13.4M
ANTIPODES PARTNERS Ltd 0.46% Reduce -13.3% 77,018 $13.4M
Parkwood LLC 1.63% Add +39.3% 76,993 $13.4M
Nishkama Capital, LLC 2.04% Add +51.8% 76,047 $13.2M
Advisory Services Network, LLC 0.27% No change 75,942 $13.2M
Armistice Capital, LLC 0.34% Add +25.0% 75,000 $13.0M
HM Payson & Co. 0.22% Reduce -9.6% 74,810 $13.0M
E. Ohman J:or Asset Management AB 0.32% Add +12.4% 74,657 $13.0M
Warther Private Wealth, LLC 4.56% Reduce -26.6% 74,448 $12.9M
Prime Capital Investment Advisors, LLC 0.18% Reduce -10.2% 74,262 $12.9M
Absolute Gestao de Investimentos Ltda. 4.37% Add +82.6% 74,070 $12.9M
Vanguard Personalized Indexing Management, LLC 0.21% Add +9.9% 73,904 $12.8M
Silvercrest Asset Management Group LLC 0.09% Reduce -10.1% 73,743 $12.8M
M. Kulyk & Associates, LLC 2.57% Reduce -0.6% 73,698 $12.8M
Principal Securities, Inc. 0.31% Add +7.8% 73,117 $12.7M
Focus Partners Wealth 0.04% Add +0.8% 73,467 $12.7M
Eldred Rock Partners, LLC 4.21% Add +120.0% 72,331 $12.6M
NZS Capital, LLC 0.49% Reduce -8.3% 72,153 $12.5M
Atria Wealth Solutions, Inc. 0.14% Reduce -1.8% 71,424 $12.4M
Glenmede Trust Co. NA 0.06% Reduce -0.9% 71,496 $12.4M
Brandywine Global Investment Management, LLC 0.08% Add +15.0% 64,392 $12.4M
Horiko Capital Management LLC 3.56% Add +2.6% 70,913 $12.3M
Impact Asset Management GmbH 4.73% — 70,870 $12.3M
Picton Mahoney Asset Management 0.47% Add +8729.8% 70,638 $12.3M
Henry James International Management Inc. 4.27% Reduce -0.0% 70,554 $12.3M
Roundview Capital LLC 0.89% Add +4.2% 70,505 $12.2M
CIBC Asset Management Inc 0.04% Reduce -7.5% 70,341 $12.2M
RWQ Financial Management Services, Inc. 4.21% New 69,950 $12.1M
GAM Holding AG 0.97% Reduce -29.5% 69,950 $12.1M
JTC Employer Solutions Trustee Ltd 0.79% No change 69,701 $12.1M
Fifth Third Bancorp 0.04% Reduce -8.0% 69,454 $12.1M
Jag Capital Management, LLC 1.45% Add +11.3% 68,924 $12.0M
Pelham Capital Ltd. 7.99% Add +68.6% 68,700 $11.9M
iA Global Asset Management Inc. 0.21% Add +143.7% 68,102 $11.8M
Altrafin AG 4.25% Reduce -0.3% 68,003 $11.8M
Ritholtz Wealth Management 0.35% Reduce -0.3% 67,415 $11.7M
Allen Investment Management, LLC 0.14% Add +5264.0% 66,996 $11.6M
Qtron Investments LLC 1.58% Reduce -1.1% 66,692 $11.6M
Artemis Investment Management LLP 0.18% Reduce -79.5% 66,441 $11.5M
Berkshire Capital Holdings Inc. 4.89% Reduce -22.8% 66,330 $11.5M
Stephens Inc. 0.16% Add +1.9% 65,845 $11.4M
LGT Fund Management Co Ltd. 1.18% Add +20.8% 64,651 $11.4M
Waverly Advisors, LLC 0.21% Add +7.4% 65,412 $11.4M
Kingdon Capital Management, L.L.C. 1.66% Reduce -16.1% 65,000 $11.3M
Unisphere Establishment 0.11% Add +18.2% 65,000 $11.3M
Shikiar Asset Management Inc. 3.25% Reduce -7.5% 64,803 $11.3M
Bessemer Group Inc. 0.02% Reduce -0.8% 64,499 $11.2M
Edgemoor Investment Advisors, Inc. 0.98% Add +4.3% 64,408 $11.2M
Exchange Traded Concepts, LLC 0.26% Reduce -11.2% 64,235 $11.2M
Groupama Asset Managment 0.29% New 159,560 $11.2M
Headlands Technologies LLC 1.28% Reduce -6.1% 64,205 $11.2M
Wahed Invest LLC 1.98% Add +18.4% 64,020 $11.1M
Credit Capital Investments LLC 13.72% Add +3.9% 63,900 $11.1M
Renaissance Group LLC 0.46% Reduce -5.2% 63,675 $11.1M
Flputnam Investment Management Co. 0.20% Reduce -0.1% 63,411 $11.0M
Tocqueville Asset Management L.P. 0.17% Reduce -20.2% 63,344 $11.0M
Hamilton Wealth, LLC 2.67% Add +49.0% 62,998 $10.9M
Caprock Group, LLC 0.40% Add +1.7% 62,676 $10.9M
Oribel Capital Management, LP 1.19% Reduce -85.3% 62,800 $10.9M
Verde Servicos Internacionais S.A. 5.04% New 62,534 $10.9M
Texas Yale Capital Corp. 0.47% Add +0.4% 62,340 $10.8M
OneDigital Investment Advisors LLC 0.12% Add +5.5% 61,701 $10.7M
Blue Trust, Inc. 0.14% Add +75.9% 61,608 $10.7M
Amica Mutual Insurance Co. 1.03% Reduce -11.5% 61,502 $10.7M
Academy Capital Management 1.84% Reduce -0.2% 61,150 $10.6M
ClariVest Asset Management LLC 1.08% No change 60,873 $10.6M
Lyell Wealth Management, LP 0.96% Add +1.4% 60,547 $10.5M
American Assets Investment Management, LLC 0.91% No change 60,000 $10.4M
Prospera Financial Services Inc 0.27% Add +1.4% 59,915 $10.4M
Contravisory Investment Management, Inc. 2.22% Reduce -0.1% 59,815 $10.4M
Totem Point Management, LLC 10.95% Add +20.8% 59,649 $10.4M
Litman Gregory Wealth Management LLC 0.87% Reduce -1.2% 59,597 $10.4M
Signaturefd, LLC 0.20% Add +1.2% 59,289 $10.3M
Hirtle & Co., LLC 0.48% No change 58,850 $10.2M
Timber Creek Capital Management LLC 2.86% Add +0.7% 58,804 $10.2M
Steward Partners Investment Advisory, LLC 0.09% Add +49.0% 58,650 $10.2M
Prudential Financial Inc. 0.01% Add +13.7% 58,584 $10.2M
Polymer Capital Management (HK) LTD 2.35% Reduce -21.1% 58,555 $10.2M
Partners Capital Investment Group, LLP 0.16% New 58,481 $10.2M
Forge First Asset Management Inc. 5.56% Add +79.1% 58,470 $10.2M
Hilton Capital Management, LLC 0.79% Reduce -30.8% 58,359 $10.1M
Pittenger & Anderson Inc. 0.38% Add +3.1% 58,289 $10.1M
Polar Asset Management Partners Inc. 0.35% Reduce -40.5% 57,800 $10.0M
First Personal Financial Services 2.12% Reduce -4.0% 57,712 $10.0M
Banque Cantonale Vaudoise 0.41% Reduce -10.9% 57,672 $10.0M
Pzena Investment Management LLC 0.03% Reduce -11.9% 57,582 $10.0M
Duquesne Family Office 0.35% New 57,355 $10.0M
Caxton Associates LP 0.45% Add +27.2% 57,222 $9.9M
First Trust Direct Indexing L.P. 0.53% Reduce -2.8% 57,063 $9.9M
Atika Capital Management LLC 1.06% Reduce -28.3% 57,000 $9.9M
SCS Capital Management LLC 0.20% Add +46.1% 56,896 $9.9M
Tenere Capital LLC 2.61% Reduce -40.3% 56,631 $9.8M
Mirabella Financial Services LLP 0.56% Add +4301.9% 56,784 $9.8M
BI Asset Management Fondsmaeglerselskab A/S 0.17% Reduce -16.9% 56,423 $9.8M
Montrusco Bolton Investments Inc. 0.10% New 68,859 $9.7M
Bremer Bank National Association 1.83% Reduce -2.6% 55,903 $9.7M
World Investment Advisors 0.30% Add +4575.5% 55,638 $9.7M
Eagle Rock Investment Company, LLC 1.61% Add +21.6% 55,419 $9.6M
NS Partners Ltd 0.40% Add +0.2% 54,749 $9.5M
Quadrant Capital Group LLC 0.66% Add +2.4% 54,320 $9.4M
NewEdge Wealth, LLC 0.17% Add +35.9% 54,008 $9.4M
Milestones Administradora de Recursos Ltda. 3.73% Add +67.8% 53,890 $9.4M
Cyndeo Wealth Partners, LLC 0.65% Add +6.2% 53,805 $9.3M
Rwa Wealth Partners, LLC 0.12% Add +54.9% 53,717 $9.3M
Ethic Inc. 0.24% Reduce -11.7% 66,812 $9.3M
RNC Capital Management LLC 0.52% No change 53,482 $9.3M
Nia Impact Advisors, LLC 3.04% Add +0.1% 52,722 $9.2M
Edge Capital Group, LLC 0.41% Reduce -4.9% 52,616 $9.1M
Commerce Bank 0.06% Reduce -0.5% 52,571 $9.1M
Marathon Asset Management Ltd 0.25% No change 52,253 $9.1M
Diversify Advisory Services, LLC 0.49% Add +0.8% 45,849 $9.1M
Overbrook Management Corp 2.06% New 51,603 $9.0M
Sandy Spring Bank 0.37% Add +2.3% 51,574 $9.0M
Eagle Global Advisors LLC 0.44% Reduce -0.7% 51,491 $8.9M
Quantinno Capital Management LP 0.12% Add +35.3% 51,399 $8.9M
Easterly Investment Partners LLC 0.71% Reduce -22.9% 51,339 $8.9M
Castleark Management LLC 0.36% Add +50.8% 51,180 $8.9M
Ratan Capital Management LP 2.38% New 50,948 $8.8M
Guinness Atkinson Asset Management Inc 4.29% Reduce -13.6% 50,767 $8.8M
Guggenheim Capital LLC 0.06% Reduce -2.7% 50,308 $8.7M
Alight Capital Management LP 3.13% Reduce -9.2% 50,000 $8.7M
Park Avenue Securities LLC 0.10% Reduce -6.7% 49,966 $8.7M
Seven Eight Capital, LP 0.78% New 49,735 $8.6M
MY.Alpha Management HK Advisors Ltd 3.07% Reduce -28.7% 49,542 $8.6M
Danske Bank A/S 0.03% Reduce -3.9% 49,541 $8.6M
FourThought Financial Partners, LLC 1.02% Reduce -3.0% 49,540 $8.6M
Private Advisory Group LLC 1.07% Add +2.6% 49,030 $8.5M
Cumberland Partners Ltd 0.59% Add +3.7% 48,892 $8.5M
Integrated Wealth Concepts LLC 0.10% Reduce -2.1% 48,560 $8.4M
7G Capital Management, LLC 3.63% No change 48,500 $8.4M
DSM Capital Partners LLC 0.13% Add +4.9% 47,968 $8.3M
Annex Advisory Services, LLC 0.27% Add +2.8% 47,966 $8.3M
Kingfisher Capital LLC 1.92% Reduce -4.4% 47,926 $8.3M
Delphi Financial Group, Inc. 4.78% No change 47,830 $8.3M
Diversified Trust Co. 0.21% Reduce -11.5% 47,772 $8.3M
Oliver Luxxe Assets LLC 1.48% Reduce -0.9% 47,578 $8.3M
Chiron Investment Management, LLC 2.90% Add +4.0% 47,461 $8.2M
Motley Fool Asset Management LLC 0.48% Reduce -33.1% 47,323 $8.1M
Lorne Steinberg Wealth Management Inc. 2.34% Reduce -0.4% 46,687 $8.1M
Guardian Capital Advisors LP 0.80% Reduce -0.3% 46,912 $8.1M
Natixis Investment Managers International 0.58% Reduce -8.2% 46,462 $8.1M
Smith Group Asset Management, LLC 0.67% Reduce -3.3% 46,378 $8.1M
Kempner Capital Management Inc. 4.09% No change 46,039 $8.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +211.4% 46,005 $8.0M
Legacy Trust 1.83% Reduce -2.7% 45,913 $8.0M
Tower View Wealth Management LLC 4.34% Reduce -0.8% 45,654 $7.9M
Motley Fool Wealth Management, LLC 0.40% Reduce -45.6% 45,414 $7.9M
Sequoia Financial Advisors, LLC 0.08% Add +4.2% 44,503 $7.7M
Natixis 0.05% Add +641.3% 44,211 $7.7M
Montag A & Associates Inc. 0.36% Reduce -16.3% 43,874 $7.6M
Alpha Cubed Investments, LLC 0.34% Add +766.1% 43,774 $7.6M
Clear Harbor Asset Management, LLC 0.62% Reduce -4.9% 43,561 $7.6M
CloudAlpha Capital Management Limited/Hong Kong 1.04% Reduce -70.1% 43,057 $7.5M
D.A. Davidson & Co. 0.06% Add +4.6% 42,971 $7.5M
Global X Japan Co., Ltd. 0.95% Reduce -9.4% 42,838 $7.4M
Kestra Private Wealth Services, LLC 0.14% Add +9.6% 42,556 $7.4M
One Capital Management, LLC 0.24% Add +43.6% 42,458 $7.4M
Whittier Trust Co. 0.10% Add +6.0% 42,443 $7.4M
Bleakley Financial Group, LLC 0.22% Add +0.6% 41,649 $7.2M
Boothbay Fund Management, LLC 0.24% Reduce -57.6% 41,577 $7.2M
Gold Investment Management Ltd. 3.01% Reduce -9.5% 40,924 $7.2M
Deltec Asset Management LLC 1.40% Reduce -26.0% 40,967 $7.1M
L & S Advisors Inc 0.83% Reduce -18.4% 40,917 $7.1M
Paragon Advisors, LLC 2.30% Reduce -0.1% 40,781 $7.1M
O'Neil Global Advisors, Inc. 1.81% Add +670.7% 40,769 $7.1M
Choreo, LLC 0.10% Reduce -2.5% 40,994 $7.1M
Hyperion Capital Advisors LP 3.31% Reduce -13.0% 40,525 $7.0M
New Vernon Capital Holdings II LLC 3.77% No change 40,404 $7.0M
JLB & Associates Inc. 0.90% Add +4.3% 40,239 $7.0M
Louisbourg Investments Inc. 1.75% Add +17.5% 45,605 $6.9M
Premier Fund Managers Ltd 0.24% Reduce -36.8% 38,684 $6.9M
Keybank National Association 0.03% Reduce -5.6% 39,637 $6.9M
&partners 0.13% Add +143.7% 39,998 $6.8M
Engineers Gate Manager LP 0.13% Add +157.5% 39,404 $6.8M
Quantbot Technologies LP 0.27% New 39,372 $6.8M
Beacon Investment Advisory Services, Inc. 0.28% Add +3.7% 39,230 $6.8M
Thames Capital Management LLC 2.12% New 39,165 $6.8M
Westend Capital Management, LLC 2.33% Add +0.7% 39,112 $6.8M
Fairfield, Bush & Co. 4.02% Reduce -14.3% 38,916 $6.8M
Resolute Wealth Strategies, LLC 3.49% Add +1.8% 38,692 $6.7M
Argent Trust Co 0.28% Add +13.2% 38,679 $6.7M
Maxi Investments CY Ltd 1.79% Reduce -54.2% 38,468 $6.7M
Ilmarinen Mutual Pension Insurance Co 0.07% No change 38,150 $6.6M
Kapitalo Investimentos Ltda 1.62% Add +25.3% 38,124 $6.6M
Bayesian Capital Management, LP 0.77% New 37,897 $6.6M
YHB Investment Advisors, Inc. 0.54% Add +5.1% 37,671 $6.5M
BIT Capital GmbH 0.63% Reduce -81.5% 37,587 $6.5M
KP Management LLC 2.29% Add +25.0% 37,500 $6.5M
Profund Advisors LLC 0.25% Reduce -10.9% 37,473 $6.5M
Northwest Bancshares, Inc. 1.11% Reduce -18.3% 37,459 $6.5M
Ingalls & Snyder LLC 0.25% Add +2.6% 37,037 $6.4M
GUARDCAP ASSET MANAGEMENT Ltd 0.09% Reduce -5.5% 36,953 $6.4M
Jones Financial Companies LLLP 0.01% Add +146.6% 35,829 $6.4M
American Trust 0.52% Reduce -17.3% 36,533 $6.3M
Community Financial Services Group, LLC 1.30% Reduce -3.6% 36,473 $6.3M
Susquehanna International Group Ltd. 1.34% Reduce -10.9% 36,419 $6.3M
Knights of Columbus Asset Advisors LLC 0.41% Add +406.2% 36,080 $6.3M
Parallel Advisors, LLC 0.15% Add +12.8% 35,957 $6.2M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.20% Add +8.0% 35,948 $6.2M
Keystone Investors Pte Ltd. 0.45% Add +60.7% 35,736 $6.2M
Equitable Trust Co. 0.40% Add +9.8% 35,590 $6.2M
A. D. Beadell Investment Counsel, Inc. 4.93% Reduce -5.7% 35,532 $6.2M
Allen Capital Group, LLC 0.77% Reduce -0.2% 35,202 $6.1M
Elo Mutual Pension Insurance Co 0.13% New 35,201 $6.1M
Ballentine Partners, LLC 0.10% Add +12.8% 35,151 $6.1M
W.G. Shaheen & Associates DBA Whitney & Co 0.65% Add +18.1% 35,133 $6.1M
LSV Asset Management 0.01% No change 35,000 $6.1M
Hidden Lake Asset Management LP 5.39% New 34,980 $6.1M
Mitchell Capital Management Co. 1.06% Add +1.0% 34,964 $6.1M
Lester Murray Antman dba SimplyRich 1.69% Reduce -0.9% 34,927 $6.1M
Lagoda Investment Management, L.P. 3.47% Add +82.2% 34,765 $6.0M
Ironvine Capital Partners, LLC 0.65% No change 34,637 $6.0M
CastleKnight Management LP 0.73% Add +8.5% 34,600 $6.0M
Raymond James Trust N.A. 0.13% Add +14.8% 34,595 $6.0M
Advisors Asset Management, Inc. 0.11% Reduce -18.4% 34,304 $6.0M
Elevation Point Wealth Partners, LLC 0.57% Add +2.9% 34,233 $5.9M
Allianz SE 0.16% Add +23.6% 34,222 $5.9M
Twin Tree Management, LP 0.14% Reduce -81.5% 34,106 $5.9M
Compound Planning, Inc. 0.37% Add +15.3% 34,099 $5.9M
Cloverfields Capital Group, LP 1.90% Add +91.0% 33,851 $5.9M
Channing Global Advisors, LLC 4.92% Reduce -39.3% 33,553 $5.8M
In-Depth Partners, LLC 6.02% Add +9.3% 33,387 $5.8M
Taika Capital, LP 4.35% Reduce -30.0% 33,280 $5.8M
Dantai Capital Ltd 7.30% Add +62.7% 33,095 $5.7M
Greenland Capital Management LP 1.04% Reduce -10.5% 32,824 $5.7M
TT International Asset Management LTD 0.70% Reduce -75.5% 32,729 $5.7M
Coalescence Partners Investment Management, LP 2.55% Add +16.9% 32,386 $5.6M
Sterling Capital Management LLC 0.07% — 32,288 $5.6M
Mgo One Seven LLC 0.24% Add +2.9% 32,228 $5.6M
Trust Co. of Vermont 0.28% Add +7.8% 32,099 $5.6M
B. Riley Wealth Advisors, Inc. 0.15% Reduce -5.7% 31,433 $5.5M
Meiji Yasuda Asset Management Co Ltd. 0.21% Add +1.0% 31,290 $5.4M
Financial Perspectives, Inc 1.88% Reduce -0.4% 31,267 $5.4M
California First Leasing Corp. 2.35% Add +10.3% 31,150 $5.4M
Savoie Capital LLC 0.66% Add +10.3% 30,966 $5.4M
Synovus Financial Corp. 0.06% Add +299.8% 30,955 $5.4M
Compass Wealth Management LLC 1.27% Reduce -11.1% 30,950 $5.4M
Catalyst Capital Advisors LLC 0.12% Add +22.6% 30,400 $5.3M
Bfsg, LLC 0.61% Add +26.7% 30,268 $5.3M
Pinkerton Wealth, LLC 0.76% Add +0.3% 30,206 $5.2M
JCIC Asset Management Inc. 2.14% Add +0.8% 30,111 $5.2M
MMBG Investment Advisors Co. 0.54% Reduce -12.8% 29,957 $5.2M
Okabena Investment Services Inc. 1.46% Add +1.7% 29,884 $5.2M
Candelo Capital Management LP 3.32% Reduce -14.5% 29,700 $5.2M
Cwm, LLC 0.02% Add +7.6% 29,651 $5.1M
Prosperity Consulting Group, LLC 0.40% Reduce -8.9% 29,583 $5.1M
Quaero Capital S.A. 9.74% Reduce -1.4% 29,564 $5.1M
Discovery Capital Management, LLC / CT 0.64% New 29,500 $5.1M
Valeo Financial Advisors, LLC 0.15% Add +49.4% 29,477 $5.1M
Family Legacy, Inc. 1.70% Add +0.2% 29,446 $5.1M
CTC LLC 0.23% Reduce -86.0% 29,389 $5.1M
Tufton Capital Management 0.95% Reduce -3.4% 29,320 $5.1M
WCG Wealth Advisors LLC 0.34% Add +1.4% 29,255 $5.1M
Pinpoint Asset Management Ltd 1.09% Add +384.5% 29,228 $5.1M
Balboa Wealth Partners 1.27% Add +2.6% 29,163 $5.1M
Virtu Financial LLC 0.27% Add +242.1% 28,669 $5.0M
KBC Group NV 0.01% Add +47.3% 28,572 $5.0M
180 Wealth Advisors, LLC 0.78% Reduce -2.2% 28,411 $4.9M
Front Row Advisors LLC 1.76% Reduce -0.2% 28,224 $4.9M
Pitcairn Co. 0.29% Reduce -2.8% 28,302 $4.9M
Green Alpha Advisors, LLC 3.85% Reduce -4.5% 28,222 $4.9M
Nwam LLC 0.30% New 28,084 $4.9M
Western Wealth Management, LLC 0.28% Add +35.2% 28,068 $4.9M
Summit Financial, LLC 0.19% Add +12.9% 27,970 $4.9M
Vestmark Advisory Solutions, Inc. 0.18% Reduce -9.7% 27,913 $4.8M
Goodman Advisory Group, LLC 1.36% Reduce -11.1% 27,494 $4.8M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Reduce -84.0% 29,659 $4.8M
Moors & Cabot, Inc. 0.24% Add +0.4% 27,440 $4.8M
Calamos Wealth Management LLC 0.25% Reduce -8.9% 27,307 $4.7M
Schechter Investment Advisors, LLC 0.35% Reduce -8.6% 27,297 $4.7M
Beverly Hills Private Wealth, LLC 0.97% Add +11.7% 27,285 $4.7M
Bradley Foster & Sargent Inc. 0.08% Add +40.8% 27,267 $4.7M
Penserra Capital Management LLC 0.10% Reduce -21.2% 27,218 $4.7M
Fullerton Fund Management Co Ltd. 0.20% Reduce -94.5% 27,164 $4.7M
AMG National Trust Bank 0.13% Reduce -23.8% 27,024 $4.7M
Regions Financial Corp. 0.03% Add +3.3% 26,986 $4.7M
Stamos Capital Partners, L.P. 1.10% Add +39.6% 26,880 $4.7M
Meridian Wealth Management, LLC 0.23% New 26,813 $4.7M
Trust Co of Kansas 2.26% New 26,763 $4.6M
HRT Financial LP 0.02% Reduce -71.7% 26,758 $4.6M
Biglari, Sardar 9.86% No change 26,728 $4.6M
SevenBridge Financial Group, LLC 0.89% Add +2.1% 23,917 $4.6M
Florida Trust Wealth Management Co 0.15% Add +14.7% 26,709 $4.6M
Jackson Square Capital, LLC 1.15% Add +0.5% 26,590 $4.6M
Hunter Perkins Capital Management, LLC 0.93% Reduce -2.4% 26,410 $4.6M
Truxt Investmentos Ltda. 3.09% Add +4993.1% 26,433 $4.6M
Impax Asset Management Group plc 0.02% Add +33.7% 26,418 $4.6M
Hantz Financial Services, Inc. 0.08% Reduce -7.0% 26,415 $4.6M
Main Management ETF Advisors, LLC 0.22% New 26,384 $4.6M
Evergreen Wealth Management, LLC 2.76% Add +34.4% 26,377 $4.6M
Zions Bancorporation, N.A. 0.33% Add +44.4% 26,304 $4.6M
Whittier Trust Co. of Nevada Inc. 0.12% Reduce -8.9% 26,302 $4.6M
Leelyn Smith, LLC 0.82% New 26,206 $4.6M
Leibman Financial Services, Inc. 3.20% Reduce -13.1% 25,993 $4.5M
Knuff & Co LLC 1.38% Reduce -0.3% 25,977 $4.5M
EP Wealth Advisors, LLC 0.04% Add +19.1% 25,612 $4.4M
Y-Intercept (Hong Kong) Ltd 0.27% New 25,601 $4.4M
Semmax Financial Advisors Inc. 1.22% Add +11.5% 23,165 $4.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -5.8% 25,560 $4.4M
Vise Technologies, Inc. 0.56% New 25,321 $4.4M
Siren, L.L.C. 0.22% — 25,000 $4.3M
Live Oak Private Wealth LLC 0.70% Add +0.2% 24,983 $4.3M
Rehmann Capital Advisory Group 0.28% Add +1.3% 24,496 $4.3M
Baader Bank Aktiengesellschaft 0.36% Reduce -23.0% 24,972 $4.3M
Valley National Advisers Inc. 0.77% Reduce -13.8% 24,447 $4.2M
Pinebridge Investments, L.P. 0.03% Reduce -14.0% 24,316 $4.2M
Virtus Family Office LLC 5.55% Reduce -0.3% 24,125 $4.2M
Madison Asset Management, LLC 0.05% Reduce -4.7% 24,053 $4.2M
Icon Advisers Inc. 0.91% Reduce -30.4% 24,000 $4.2M
Maple-Brown Abbott Ltd 0.41% Reduce -21.3% 23,994 $4.2M
Intrinsic Value Partners, LLC 4.16% Reduce -2.3% 23,908 $4.2M
First Manhattan Co. Llc. 0.01% Reduce -7.4% 23,867 $4.2M
Independent Advisor Alliance 0.15% Add +13.7% 23,846 $4.1M
Bard Financial Services, Inc. 0.49% Reduce -4.6% 23,843 $4.1M
IFP Advisors, Inc 0.15% Add +57.9% 23,720 $4.1M
Shaker Investments LLC 1.69% Add +76.2% 23,415 $4.1M
AI-Squared Management Ltd 4.68% New 23,400 $4.1M
Peapack Gladstone Financial Corp. 0.06% Add +5.5% 23,353 $4.1M
Blackhawk Capital Partners, LLC 2.16% Reduce -0.2% 23,337 $4.1M
Richard P Slaughter Associates Inc 0.94% Reduce -31.2% 23,334 $4.1M
Helios Capital Management Pte. Ltd. 2.49% No change 23,300 $4.0M
Daiwa Securities Group Inc. 0.02% Add +7.4% 23,148 $4.0M
Daiichi Life Insurance Co., Ltd. 0.10% Reduce -37.2% 23,090 $4.0M
CW Advisors, LLC 0.05% Reduce -3.3% 23,084 $4.0M
Foundations Investment Advisors, LLC 0.08% Add +6.4% 23,054 $4.0M
AdvisorNet Financial, Inc 0.30% Reduce -0.7% 23,000 $4.0M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.10% Reduce -64.1% 23,000 $4.0M
Jackson Hole Capital Partners, LLC 0.82% Add +5.7% 22,533 $3.9M
Banco Santander, S.A. 0.05% Reduce -41.5% 22,516 $3.9M
ROI Financial Advisors, LLC 2.70% Add +2.0% 22,500 $3.9M
Tenzing Global Management, LLC 3.37% Reduce -57.1% 22,500 $3.9M
Equitable Holdings, Inc. 0.04% Add +12.5% 22,346 $3.9M
HB Wealth Management, LLC 0.04% Add +30.4% 22,307 $3.9M
BTG Pactual Asset Management US LLC 0.56% Reduce -44.5% 22,214 $3.9M
RBA Wealth Management, LLC 1.49% Add +1780.8% 22,193 $3.9M
Grace & Mercy Foundation, Inc. 0.87% No change 22,000 $3.8M
Transatlantique Private Wealth LLC 1.46% Reduce -5.8% 21,936 $3.8M
Nicholas Investment Partners, LP 0.39% Reduce -15.5% 21,930 $3.8M
Independent Financial Group, LLC 0.14% Reduce -35.1% 21,875 $3.8M
SeaCrest Wealth Management, LLC 0.41% Add +0.7% 21,778 $3.8M
Maia Wealth LLC 0.93% Add +15.3% 19,018 $3.8M
Cape Cod Five Cents Savings Bank 0.34% Reduce -2.8% 21,642 $3.8M
Blue Square Asset Management, LLC 2.00% Add +43.5% 21,465 $3.7M
Venturi Wealth Management, LLC 0.20% Add +0.4% 21,461 $3.7M
Stone Summit Wealth LLC 1.20% Reduce -0.8% 21,450 $3.7M
Trustmark Bank Trust Department 0.28% Add +2.5% 21,421 $3.7M
Fairbanks Capital Management, Inc. 2.33% Add +6.0% 21,387 $3.7M
Cypress Asset Management Inc. 0.92% Add +1.0% 21,320 $3.7M
NorthCoast Asset Management LLC 0.03% Add +31.0% 23,244 $3.7M
Malaga Cove Capital, LLC 1.49% Reduce -20.4% 21,267 $3.7M
TD Private Client Wealth LLC 0.11% Add +30.5% 21,191 $3.7M
Venture Visionary Partners LLC 0.16% Reduce -1.4% 21,148 $3.7M
DGS Capital Management, LLC 0.99% Add +8.7% 21,116 $3.7M
Ieq Capital, LLC 0.04% Add +31.4% 21,079 $3.7M
Tybourne Capital Management (hk) Ltd. 1.02% Add +4.3% 21,028 $3.7M
Stonebridge Capital Management Inc. 1.44% No change 20,920 $3.6M
Global Retirement Partners, LLC 0.11% Reduce -3.9% 20,894 $3.6M
Bridgewater Advisors Inc. 0.38% Add +1.7% 18,417 $3.6M
James Hambro & Partners LLP 0.15% Reduce -7.6% 20,807 $3.6M
UniSuper Management Pty Ltd 0.03% New 20,628 $3.6M
Americana Partners, LLC 0.24% Add +0.4% 20,615 $3.6M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1.35% No change 20,600 $3.6M
Cox Capital Mgt LLC 2.14% Reduce -1.5% 20,599 $3.6M
Allworth Financial LP 0.02% Reduce -2.8% 20,568 $3.6M
West Family Investments, Inc. 1.21% Add +7.5% 20,525 $3.6M
HighPoint Advisor Group LLC 0.21% Add +6.8% 18,368 $3.5M
Interval Partners, LP 0.10% Reduce -33.0% 20,397 $3.5M
Jensen Investment Management Inc. 0.03% No change 20,368 $3.5M
Dynamic Advisor Solutions LLC 0.11% Add +1.7% 20,365 $3.5M
Ninety One SA (Pty) Ltd 0.77% Reduce -91.1% 20,262 $3.5M
Circle Wealth Management, LLC 0.08% Add +42.2% 20,187 $3.5M
Procyon Advisors, LLC 0.24% Add +21.9% 20,160 $3.5M
State of Wyoming 0.50% Add +94.4% 20,164 $3.5M
Empowered Funds, LLC 0.05% Add +13.3% 20,073 $3.5M
SPX Gestao de Recursos Ltda 0.46% Reduce -85.7% 20,000 $3.5M
Dupree Financial Group, LLC 1.47% Reduce -49.6% 19,944 $3.5M
Absoluto Partners Gestao de Recursos Ltda 2.59% Add +44.5% 19,842 $3.4M
Waldron Private Wealth LLC 0.14% Add +138.0% 19,810 $3.4M
Atlantic Edge Private Wealth Management, LLC 1.04% Add +13501.4% 19,722 $3.4M
Sit Investment Associates Inc. 0.08% Add +2.5% 19,575 $3.4M
Archford Capital Strategies, LLC 0.51% Reduce -1.6% 17,557 $3.4M
Sabal Trust CO 0.18% No change 19,431 $3.4M
Trust Investment Advisors 2.15% Reduce -11.3% 19,427 $3.4M
Left Brain Wealth Management, LLC 1.57% Reduce -0.1% 19,414 $3.4M
HHLR Advisors, LTD. 0.07% Reduce -71.0% 19,395 $3.4M
Integrated Advisors Network LLC 0.16% Reduce -55.9% 19,358 $3.4M
Bank of Nova Scotia 0.01% Add +930.2% 19,316 $3.4M
Birch Capital Management, LLC 1.63% Reduce -0.2% 19,260 $3.3M
Cypress Capital Group 0.38% Add +1.6% 19,259 $3.3M
Altfest L J & Co. Inc. 0.45% Reduce -61.2% 19,258 $3.3M
Brown Brothers Harriman & Co. 0.02% Add +6.0% 19,227 $3.3M
Marex Group Ltd 0.08% Reduce -5.3% 19,226 $3.3M
Alaethes Wealth, LLC 1.23% Add +7.7% 19,081 $3.3M
EDENTREE ASSET MANAGEMENT Ltd 0.96% Reduce -8.9% 19,150 $3.3M
RiverPark Advisors, LLC 2.69% Add +52.5% 18,974 $3.3M
Sowell Financial Services LLC 0.15% Add +13.0% 18,845 $3.3M
Bank Ozk 1.34% Reduce -1.5% 18,731 $3.3M
Sprucegrove Investment Management Ltd. 0.18% Reduce -4.1% 18,700 $3.2M
Coronation Fund Managers Ltd. 0.18% Reduce -34.8% 18,613 $3.2M
HUB Investment Partners, LLC 0.14% Add +33.2% 18,549 $3.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +101.7% 18,466 $3.2M
Aperture Investors, LLC 0.41% Add +134.9% 18,442 $3.2M
Hudson Portfolio Management LLC 3.14% — 18,417 $3.2M
Cascade Financial Partners, LLC 0.40% Reduce -2.7% 16,068 $3.2M
Spire Wealth Management 0.11% Add +35.9% 18,343 $3.2M
One Wealth Advisors, LLC 0.48% Reduce -1.1% 18,099 $3.2M
Benchmark Investment Advisors LLC 2.25% Add +0.3% 18,147 $3.2M
Silphium Asset Management Ltd 1.13% Add +20.6% 18,144 $3.2M
English Capital Management LLC 2.30% No change 18,098 $3.1M
Snider Financial Group 1.15% Reduce -0.2% 18,035 $3.1M
Transform Wealth, LLC 0.21% New 17,949 $3.1M
U.S. Capital Wealth Advisors, LLC 0.11% Reduce -0.6% 17,972 $3.1M
Wealth Alliance, LLC 0.37% Add +4.8% 17,782 $3.1M
Capital Analysts, LLC 0.13% Reduce -4.1% 17,742 $3.1M
Nilsine Partners, LLC 0.40% Add +1.2% 17,725 $3.1M
Morse Asset Management, Inc 0.67% Add +120.7% 17,703 $3.1M
ING Groep NV 0.02% Add +3.7% 17,685 $3.1M
Benjamin Edwards Inc. 0.04% Add +258.5% 17,606 $3.1M
Tower Research Capital LLC (TRC) 0.08% Add +270.6% 17,609 $3.1M
Horizon Investments, LLC 0.08% Reduce -14.2% 17,590 $3.1M
EFG Asset Management (Americas) Corp. 0.59% Reduce -37.1% 17,454 $3.0M
Central Asset Investments & Management Holdings (HK) Ltd 4.51% Reduce -85.6% 17,413 $3.0M
PDS Planning, Inc 0.27% Add +2.5% 17,336 $3.0M
Stratos Wealth Partners, LTD. 0.04% Add +16.3% 17,302 $3.0M
Veritas Asset Management LLP 0.02% Reduce -30.9% 17,302 $3.0M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -3.1% 17,180 $3.0M
Little House Capital LLC 0.85% Reduce -10.4% 17,120 $3.0M
Wedbush Securities Inc. 0.11% Reduce -4.7% 17,108 $3.0M
Soltis Investment Advisors LLC 0.29% Add +673.3% 17,105 $3.0M
Coldstream Capital Management Inc. 0.06% Add +5.6% 16,997 $3.0M
Andar Capital Management HK Ltd 3.91% New 17,000 $3.0M
Donaldson Capital Management, LLC 0.11% Add +8.3% 16,973 $2.9M
Orbis Allan Gray Ltd 0.02% Reduce -85.9% 16,958 $2.9M
Kingsview Wealth Management, LLC 0.06% Add +5.3% 16,935 $2.9M
Beacon Pointe Advisors, LLC 0.03% Add +8.6% 16,889 $2.9M
Concourse Financial Group Securities, Inc. 0.17% Add +4.4% 16,793 $2.9M
Adams Wealth Management 0.62% Reduce -3.5% 16,628 $2.9M
CacheTech Inc. 0.62% Reduce -3.5% 16,628 $2.9M
Gratus Wealth Advisors, LLC 0.47% Add +9.6% 15,510 $2.9M
Voya Financial Advisors, Inc. 0.31% Add +0.0% 15,988 $2.8M
Great Lakes Retirement, Inc. 0.36% Add +2.4% 16,299 $2.8M
Opinicus Capital, Inc. 2.26% Add +2.0% 16,235 $2.8M
Citizens National Bank Trust Department 0.59% Reduce -0.6% 16,226 $2.8M
Baldwin Investment Management, LLC 0.35% Add +1.3% 16,216 $2.8M
Concentric Capital Strategies, LP 0.18% Reduce -69.8% 16,159 $2.8M
Financial Advocates Investment Management 0.16% Add +13.6% 16,036 $2.8M
PICTET BANK & TRUST Ltd 2.82% Reduce -3.7% 16,013 $2.8M
Value Star Asset Management (Hong Kong) Ltd 10.42% Reduce -38.5% 16,000 $2.8M
Freedom Investment Management, Inc. 0.22% Reduce -2.5% 15,972 $2.8M
Highland Capital Management, LLC 0.16% Reduce -36.4% 15,942 $2.8M
CMT Capital Markets Trading GmbH 1.26% Add +8.4% 15,877 $2.8M
Henshaw Capital LLC 0.11% Add +9.0% 15,789 $2.7M
Hilltop National Bank 0.83% Add +7.7% 15,786 $2.7M
Rothschild Wealth LLC 0.81% Add +3386.8% 56,904 $2.7M
Graham Capital Management, L.P. 0.15% New 15,676 $2.7M
SpiderRock Advisors, LLC 0.06% Reduce -6.9% 15,486 $2.7M
Financial Counselors Inc. 0.04% Add +0.9% 15,466 $2.7M
Centaurus Financial, Inc. 0.17% Add +20.1% 15,449 $2.7M
Ativo Capital Management LLC 2.34% Reduce -39.5% 15,432 $2.7M
Eagle Strategies LLC 0.48% Reduce -10.9% 15,421 $2.7M
Rakuten Securities, Inc. 1.16% Reduce -5.6% 15,401 $2.7M
Personal Cfo Solutions, LLC 0.37% Add +30.9% 15,341 $2.7M
GC Wealth Management RIA, LLC 0.46% Add +67.2% 15,269 $2.7M
Bright Futures Wealth Management, LLC. 1.28% Reduce -11.7% 13,591 $2.6M
Atom Investors LP 0.28% Reduce -79.4% 15,157 $2.6M
Jupiter Wealth Management LLC 1.34% Add +9.8% 15,085 $2.6M
WESPAC Advisors SoCal, LLC 0.60% Add +3.1% 15,051 $2.6M
Wilmington Savings Fund Society, FSB 0.05% New 15,014 $2.6M
Caption Management, LLC 0.28% New 15,000 $2.6M
Edgewood Management LLC 0.01% No change 15,000 $2.6M
Pinnacle Wealth Planning Services, Inc. 0.35% Add +4.8% 14,972 $2.6M
Investment House LLC 0.14% Add +56.0% 14,946 $2.6M
Intrust Bank NA 0.26% Add +0.9% 14,852 $2.6M
Adell Harriman & Carpenter Inc. 0.19% Add +68.3% 14,814 $2.6M
Quantitative Investment Management, LLC 0.25% New 14,770 $2.6M
Old North State Wealth Management, LLC 1.43% Reduce -0.5% 14,692 $2.6M
Regent Peak Wealth Advisors LLC 0.59% Reduce -9.6% 14,695 $2.6M
Ballast Advisors LLC 0.78% Reduce -3.7% 14,580 $2.5M
Savant Capital, LLC 0.02% Add +27.0% 14,555 $2.5M
Giverny Capital 0.10% Add +78.2% 14,550 $2.5M
Legacy Wealth Asset Management, LLC 0.68% Reduce -26.5% 14,529 $2.5M
Mesirow Financial Investment Management, Inc. 0.05% Add +2.4% 14,425 $2.5M
Loudon Investment Management, LLC 1.37% Reduce -1.1% 14,417 $2.5M
Unique Wealth Strategies, LLC 1.08% Add +7.5% 14,415 $2.5M
Carnegie Investment Counsel 0.07% Add +119.6% 14,406 $2.5M
Concurrent Investment Advisors, LLC 0.07% Add +13.4% 14,398 $2.5M
South Dakota Investment Council 0.05% No change 14,316 $2.5M
Lhm, Inc. 0.78% No change 14,245 $2.5M
Gabelli Funds LLC 0.02% No change 14,270 $2.5M
Denali Advisors LLC 0.27% New 14,268 $2.5M
Altman Advisors, Inc. 1.09% Reduce -2.3% 14,168 $2.5M
Azzad Asset Management Inc. 0.28% Add +0.5% 14,166 $2.5M
Oddo BHF Asset Management Sas 0.12% — 14,104 $2.4M
Huntington National Bank 0.02% Add +2.2% 14,092 $2.4M
Apollon Wealth Management, LLC 0.07% Add +12.2% 14,010 $2.4M
Insigneo Advisory Services, LLC 0.25% Add +34.0% 13,987 $2.4M
Caldwell Trust Co 0.25% Add +36.3% 13,973 $2.4M
Schrum Private Wealth Management LLC 1.25% Add +81.8% 13,964 $2.4M
Clearstead Advisors, LLC 0.04% Add +42.3% 13,963 $2.4M
Skandinaviska Enskilda Banken AB (publ) 0.01% No change 13,912 $2.4M
Maytus Capital Management, LLC 0.85% New 13,900 $2.4M
Pine Valley Investments Ltd Liability Co 0.17% Add +0.1% 13,883 $2.4M
Avitas Wealth Management LLC 0.34% Reduce -1.5% 13,843 $2.4M
Analyst IMS Investment Management Services Ltd. 0.09% No change 13,754 $2.4M
HF Advisory Group, LLC 1.11% Add +55.5% 13,755 $2.4M
Yarbrough Capital, LLC 0.10% No change 13,657 $2.4M
Stonehage Fleming Financial Services Holdings Ltd 0.06% Add +28.8% 13,553 $2.4M
AlphaCore Capital LLC 0.53% Add +16.1% 13,476 $2.3M
Patriot Financial Group Insurance Agency, LLC 0.32% Reduce -4.6% 13,513 $2.3M
Drucker Wealth 3.0, LLC 0.56% Add +1.1% 13,449 $2.3M
Financial Gravity Companies, Inc. 0.62% — 13,335 $2.3M
Sigma Planning Corp 0.07% Add +11.7% 13,315 $2.3M
Geneos Wealth Management Inc. 0.09% Reduce -28.7% 13,312 $2.3M
Quadcap Wealth Management, LLC 0.36% Add +75.9% 13,295 $2.3M
Northwest & Ethical Investments L.P. 0.06% Reduce -18.8% 13,274 $2.3M
Verdence Capital Advisors LLC 0.18% Add +14.9% 13,218 $2.3M
Pinnbrook Capital Management LP 0.69% Reduce -59.1% 13,214 $2.3M
Aaron Wealth Advisors LLC 0.27% Add +189.2% 13,153 $2.3M
Bain Capital Public Equity, LP 1.76% New 13,078 $2.3M
Scientech Research LLC 0.45% Add +71.8% 13,055 $2.3M
IHT Wealth Management, LLC 0.06% Add +49.7% 13,057 $2.3M
Lindbrook Capital, LLC 0.20% Add +11.7% 13,003 $2.3M
GeoWealth Management, LLC 0.08% Add +8.4% 12,995 $2.3M
Dover Advisors, LLC 1.28% Add +5.4% 12,955 $2.2M
Shelton Capital Management 0.06% Add +49.2% 12,941 $2.2M
LRT Capital Management, LLC 2.07% Reduce -4.9% 12,812 $2.2M
Summit Global Investments 0.14% Add +186.8% 12,766 $2.2M
Cape Investment Advisory, Inc. 0.90% Reduce -0.8% 12,744 $2.2M
PFG Investments, LLC 0.14% Add +5.1% 12,599 $2.2M
Farther Finance Advisors, LLC 0.08% Reduce -3.0% 12,544 $2.2M
Parametrica Management Ltd 2.58% New 12,507 $2.2M
Oberweis Asset Management Inc./ 0.11% Reduce -32.4% 12,500 $2.2M
Rothschild Investment LLC 0.14% Reduce -1.4% 12,451 $2.2M
Toronto Dominion Bank 0.00% Add +23.1% 12,398 $2.2M
Hilltop Holdings Inc. 0.14% Add +83.6% 12,250 $2.1M
Stablepoint Partners, LLC 0.39% Add +12.1% 12,213 $2.1M
Copperleaf Capital, LLC 1.61% Add +1.0% 12,103 $2.1M
Finer Wealth Management, Inc. 1.30% Add +5.1% 12,102 $2.1M
Meiji Yasuda Life Insurance Co 0.04% No change 12,088 $2.1M
Strengthening Families & Communities, LLC 0.54% Add +3.4% 12,086 $2.1M
FineMark National Bank & Trust 0.07% Reduce -0.3% 12,086 $2.1M
Bray Capital Advisors 0.51% No change 11,936 $2.1M
Provenance Wealth Advisors, LLC 0.26% Reduce -1.6% 11,889 $2.1M
Bison Wealth, LLC 0.33% Reduce -3.9% 11,880 $2.1M
Connable Office Inc. 0.21% Add +12.7% 11,811 $2.1M
9258 Wealth Management, LLC 0.30% Reduce -1.3% 11,808 $2.1M
OMERS ADMINISTRATION Corp 0.02% No change 11,800 $2.0M
JT Stratford LLC 0.35% Add +102.4% 11,785 $2.0M
Founders Financial Securities LLC 0.19% Add +15.6% 11,709 $2.0M
Sivia Capital Partners, LLC 1.20% Add +5.8% 11,704 $2.0M
Hel Ved Capital Management Ltd 0.96% Reduce -79.4% 11,700 $2.0M
Hartford Financial Management Inc. 0.41% Add +11.3% 11,626 $2.0M
Cadence Bank 0.14% Reduce -22.8% 11,591 $2.0M
Quantum Private Wealth, LLC 0.68% Add +13.4% 11,573 $2.0M
First Hawaiian Bank 0.06% Add +13.4% 11,427 $2.0M
Capital Market Strategies LLC 1.20% Add +4.5% 11,376 $2.0M
Checchi Capital Advisers, LLC 0.15% Reduce -34.9% 11,310 $2.0M
Allen Wealth Management, LLC 1.36% Reduce -22.7% 11,262 $2.0M
Harbert Fund Advisors, LLC 1.57% Add +36.4% 11,250 $2.0M
KG Capital Management 0.62% Add +49.1% 11,128 $1.9M
Legacy Bridge, LLC 1.03% Add +0.2% 11,052 $1.9M
Essex Financial Services, Inc. 0.14% Reduce -0.4% 9,611 $1.9M
Greystone Financial Group, LLC 0.34% Add +6.3% 10,949 $1.9M
Grey Ledge Advisors, LLC 0.49% Reduce -10.4% 10,949 $1.9M
Marks Group Wealth Management, Inc 0.18% Reduce -7.0% 10,921 $1.9M
Ameritas Advisory Services, LLC 0.08% Reduce -52.6% 10,894 $1.9M
Shariaportfolio, Inc. 1.00% Reduce -4.8% 10,781 $1.9M
Carret Asset Management, LLC 0.20% Reduce -7.0% 10,540 $1.8M
DRW Securities, LLC 0.10% Reduce -68.9% 10,465 $1.8M
GM Advisory Group, LLC 0.11% Add +2.0% 10,455 $1.8M
EPG Wealth Management LLC 0.46% Add +0.0% 10,418 $1.8M
Cavalry Management Group, LLC 8.10% Add +124.3% 10,383 $1.8M
Inspire Investing, LLC 0.18% Reduce -8.3% 10,353 $1.8M
Confluence Investment Management LLC 0.02% Reduce -3.4% 10,332 $1.8M
Canopy Partners, LLC 0.77% Reduce -2.1% 10,306 $1.8M
G&S Capital LLC 0.75% Reduce -2.3% 10,306 $1.8M
HighVista Strategies LLC 0.62% New 10,300 $1.8M
Catalyst Funds Management Pty Ltd 0.39% New 10,300 $1.8M
Westover Capital Advisors, LLC 0.34% Add +74.9% 10,278 $1.8M
Veracity Capital LLC 0.68% Add +12.1% 10,258 $1.8M
Sender Co & Partners, Inc. 3.80% New 10,226 $1.8M
Montecito Bank & Trust 0.30% Add +7.2% 10,221 $1.8M
Sapient Capital LLC 0.04% Add +0.1% 10,164 $1.8M
Hennion & Walsh Asset Management, Inc. 0.08% Add +24.9% 10,144 $1.8M
RDA Financial Network 0.55% Add +166.2% 10,183 $1.8M
Arkadios Wealth Advisors 0.10% Add +3.5% 10,131 $1.8M
Texas Capital Bank Wealth Management Services Inc 0.17% New 10,124 $1.8M
AE Wealth Management LLC 0.02% Reduce -30.1% 10,117 $1.8M
Belpointe Asset Management LLC 0.10% Reduce -28.9% 10,076 $1.7M
BOS Asset Management, LLC 0.65% Add +22.7% 10,075 $1.7M
First Affirmative Financial Network 0.95% Add +5.2% 10,011 $1.7M
Ar Asset Management Inc. 0.39% Add +99.9% 10,006 $1.7M
Twin City Private Wealth, LLC 1.51% Add +2.4% 9,971 $1.7M
Cladis Investment Advisory, LLC 1.20% No change 10,000 $1.7M
K2 Principal Fund, L.P. 0.87% Add +228.5% 10,000 $1.7M
JBF Capital, Inc. 0.26% No change 10,000 $1.7M
Drive Wealth Management, LLC 0.45% Add +0.9% 9,926 $1.7M
First Dallas Securities Inc. 0.72% Reduce -14.8% 9,954 $1.7M
Kingswood Wealth Advisors, LLC 0.12% Add +5.3% 9,907 $1.7M
Cozad Asset Management Inc. 0.16% Reduce -7.5% 9,885 $1.7M
Arbor Capital Management Inc. 1.62% Reduce -17.7% 9,908 $1.7M
Weiss Asset Management LP 0.06% New 9,850 $1.7M
Hamilton Capital, LLC 0.13% Add +4.7% 8,966 $1.7M
Lake Street Advisors Group, LLC 0.08% Reduce -8.3% 9,786 $1.7M
Ridgewood Investments LLC 0.85% Reduce -9.7% 9,783 $1.7M
Kathmere Capital Management, LLC 0.16% Add +19.8% 9,754 $1.7M
Beese Fulmer Investment Management, Inc. 0.15% Reduce -4.1% 9,752 $1.7M
Pine Ridge Advisers LLC 0.17% No change 9,625 $1.7M
Mutual Advisors, LLC 0.05% Add +26.6% 8,429 $1.7M
HERALD INVESTMENT MANAGEMENT Ltd 0.28% No change 9,500 $1.6M
First Citizens Bank & Trust Co. 0.04% Add +3.8% 9,481 $1.6M
Dorsey & Whitney Trust CO LLC 0.09% Add +23.9% 9,452 $1.6M
Bellecapital International Ltd. 0.33% Add +9.6% 9,438 $1.6M
Bahl & Gaynor LLC 0.01% Add +1.1% 9,430 $1.6M
LVW Advisors, LLC 0.21% Add +3.4% 9,398 $1.6M
Harbour Investments, Inc. 0.05% Add +8.8% 9,394 $1.6M
Harbour Capital Advisors, LLC 0.38% Add +0.4% 8,708 $1.6M
Angeles Investment Advisors, LLC 0.08% Reduce -2.1% 9,315 $1.6M
K.J. Harrison & Partners Inc 0.24% Reduce -23.8% 8,000 $1.6M
Cinctive Capital Management LP 0.09% Reduce -32.5% 9,294 $1.6M
St Germain D J Co. Inc. 0.07% Add +0.0% 9,278 $1.6M
NEOS Investment Management LLC 0.05% Add +57.9% 9,251 $1.6M
Legacy Advisors, LLC 0.17% Add +5.5% 9,236 $1.6M
Focus Partners Advisor Solutions, LLC 0.03% Add +39.8% 9,156 $1.6M
Legal Advantage Investments, Inc. 0.87% Add +19.7% 9,110 $1.6M
Brighton Jones LLC 0.06% Add +17.0% 9,038 $1.6M
Arthur M. Cohen & Associates, LLC 0.28% Add +9.7% 9,107 $1.6M
Axxcess Wealth Management, LLC 0.04% Reduce -19.6% 8,975 $1.6M
Knollwood Investment Advisory, LLC 0.17% No change 8,968 $1.6M
Lebenthal Global Advisors, LLC 0.32% Add +22.9% 8,957 $1.6M
Independent Family Office, LLC 0.78% Reduce -50.5% 8,925 $1.6M
Barden Capital Management, Inc. 1.36% Reduce -3.7% 8,906 $1.5M
Aigen Investment Management, LP 0.30% New 8,895 $1.5M
Nations Financial Group Inc, /Ia/ 0.11% Add +3.5% 8,888 $1.5M
Legacy Financial Advisors, Inc. 0.26% Add +0.1% 8,861 $1.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Add +1.7% 8,856 $1.5M
Aprio Wealth Management, LLC 0.24% Add +5.4% 8,798 $1.5M
FDx Advisors, Inc. 0.41% Add +10.3% 8,756 $1.5M
Silver Oak Securities, Incorporated 0.16% Add +1186.5% 8,555 $1.5M
Dakota Wealth Management 0.03% Add +12.6% 8,703 $1.5M
Brookstone Capital Management 0.02% Add +1.8% 8,694 $1.5M
Sonora Investment Management Group, LLC 0.11% Add +0.7% 8,649 $1.5M
Great Valley Advisor Group, Inc. 0.04% Add +0.1% 8,621 $1.5M
Avior Wealth Management, LLC 0.06% Reduce -1.2% 8,603 $1.5M
Nipun Capital, L.P. 0.94% No change 8,600 $1.5M
Alera Investment Advisors, LLC 0.17% Reduce -4.6% 8,581 $1.5M
Gsa Capital Partners LLP 0.11% Add +371.0% 8,582 $1.5M
Crescent Park Management, L.P. 0.65% New 8,578 $1.5M
Fortem Financial Group, LLC 0.61% Add +512.6% 8,576 $1.5M
Keel Point, LLC 0.12% Add +0.8% 8,546 $1.5M
Premier Path Wealth Partners, LLC 0.23% Add +558.4% 8,526 $1.5M
Northeast Financial Consultants Inc 0.06% No change 8,504 $1.5M
University of Texas/Texas Am Investment Management Co. 0.24% Add +412.7% 8,495 $1.5M
EverSource Wealth Advisors, LLC 0.09% Add +14.8% 8,449 $1.5M
BSW Wealth Partners 0.22% Add +2.6% 8,415 $1.5M
KCM Investment Advisors LLC 0.05% Add +8.8% 8,406 $1.5M
Solstein Capital, LLC 0.77% No change 8,401 $1.5M
Callahan Advisors, LLC 0.14% Add +67.1% 8,360 $1.5M
Wisconsin Capital Management LLC 0.75% New 8,265 $1.4M
Global Financial Private Client, LLC 0.56% Reduce -29.6% 8,254 $1.4M
Level Four Advisory Services, LLC 0.06% Add +25.6% 7,503 $1.4M
First Horizon Advisors, Inc. 0.04% Add +3.1% 8,181 $1.4M
Mitchell & Pahl Private Wealth, LLC 0.66% Add +3.2% 8,171 $1.4M
Diversify Wealth Management, LLC 0.14% Add +15.9% 7,054 $1.4M
TKG Advisors, LLC 0.70% Reduce -4.2% 8,157 $1.4M
James Investment Research, Inc. 0.16% Add +10.3% 8,156 $1.4M
Modern Wealth Management, LLC 0.09% Add +8.8% 8,139 $1.4M
Aspen Grove Capital, LLC 0.31% Reduce -7.3% 8,107 $1.4M
Strategic Global Advisors, LLC 0.28% No change 8,113 $1.4M
Monumental Financial Group Inc. 0.52% Reduce -14.2% 8,084 $1.4M
Cary Street Partners Investment Advisory LLC 0.05% Reduce -25.0% 8,026 $1.4M
Anchor Investment Management, LLC 0.13% Add +1.3% 8,014 $1.4M
Advisory Resource Group 0.30% Add +1.4% 7,984 $1.4M
Navera Investment Management Ltd. 0.02% Reduce -16.7% 7,910 $1.4M
Vest Financial, LLC 0.03% New 7,903 $1.4M
Net Worth Advisory Group 0.41% — 7,894 $1.4M
V-Square Quantitative Management LLC 0.20% No change 7,880 $1.4M
J.W. Cole Advisors, Inc. 0.06% Add +14.1% 7,858 $1.4M
Zacks Investment Management 0.01% Reduce -2.3% 7,820 $1.4M
Value Aligned Research Advisors, LLC 0.35% Add +111.7% 6,369 $1.4M
Wesbanco Bank Inc. 0.05% Add +20.7% 7,732 $1.3M
Geller Advisors LLC 0.09% Reduce -7.9% 7,702 $1.3M
Galibier Capital Management Ltd. 0.30% Add +10.1% 7,710 $1.3M
SteelPeak Wealth, LLC 0.06% Add +144.6% 7,664 $1.3M
Capital Wealth Planning, LLC 0.01% Reduce -13.3% 7,623 $1.3M
FLC Capital Advisors 0.30% No change 7,611 $1.3M
Gardner Lewis Asset Management L P 0.37% No change 7,600 $1.3M
Southeast Asset Advisors, LLC 0.15% Add +125.3% 7,560 $1.3M
Greenwich Wealth Management LLC 0.09% Reduce -1.9% 7,528 $1.3M
New Insight Wealth Advisors 0.69% Add +16.0% 7,496 $1.3M
Albert D Mason Inc. 0.83% Reduce -0.8% 7,484 $1.3M
Glenview Trust Co 0.02% Add +1.8% 7,452 $1.3M
1620 Investment Advisors, Inc. 0.95% Reduce -0.6% 7,451 $1.3M
Callan Family Office, LLC 0.22% Add +107.8% 7,450 $1.3M
Advisor OS, LLC 0.13% Reduce -8.2% 7,445 $1.3M
Menard Financial Group LLC 0.85% Add +0.5% 7,415 $1.3M
Clearstead Trust, LLC 0.31% Add +2261.7% 7,392 $1.3M
Avestar Capital, LLC 0.14% Add +6.7% 7,391 $1.3M
Connecticut Wealth Management, LLC 0.06% Add +0.9% 7,361 $1.3M
Pinnacle Associates Ltd. 0.02% Reduce -4.8% 12,289 $1.3M
RFG Advisory, LLC 0.04% Add +69.1% 7,336 $1.3M
Amica Retiree Medical Trust 1.05% — 7,310 $1.3M
Hancock Whitney Corp. 0.04% Reduce -0.6% 7,309 $1.3M
Endowment Wealth Management, Inc. 0.83% Add +13.2% 7,305 $1.3M
Cable Hill Partners, LLC 0.12% Reduce -3.4% 7,275 $1.3M
Beacon Financial Group 0.14% Add +11.5% 7,292 $1.3M
Castle Rock Wealth Management, LLC 0.30% New 6,828 $1.3M
Seeds Investor LLC 0.47% Add +1.0% 7,174 $1.2M
Windsor Capital Management, LLC 0.36% Reduce -6.2% 7,172 $1.2M
Motco 0.12% Reduce -1.0% 7,107 $1.2M
Hara Capital LLC 0.77% Reduce -1.3% 7,100 $1.2M
Daymark Wealth Partners, LLC 0.05% Add +8.9% 7,084 $1.2M
MWA Asset Management 0.81% Add +1.2% 7,014 $1.2M
Oasis Management Co Ltd. 0.46% No change 7,000 $1.2M
Perigon Wealth Management, LLC 0.03% Reduce -3.0% 6,993 $1.2M
Souders Financial Advisors 0.17% Reduce -3.3% 6,992 $1.2M
Eos Management, L.P. 0.43% No change 6,967 $1.2M
Aureus Asset Management, LLC 0.08% Add +2.5% 6,949 $1.2M
Fullcircle Wealth LLC 0.54% Add +1.4% 6,190 $1.2M
King Luther Capital Management Corp. 0.01% Add +1.5% 6,913 $1.2M
Bank of Hawaii 0.05% Add +25.1% 6,905 $1.2M
UMB Bank, n.a. 0.02% Reduce -2.8% 6,889 $1.2M
Mission Wealth Management, LP 0.03% Add +4.4% 6,862 $1.2M
RMR Wealth Builders 0.13% Add +3.6% 6,852 $1.2M
Cornerstone Wealth Management, LLC 0.08% Add +12.9% 6,824 $1.2M
Great Diamond Partners, LLC 0.30% Add +167.3% 6,781 $1.2M
Csenge Advisory Group 0.06% Reduce -1.4% 6,170 $1.2M
One Wealth Map LLC 0.69% Add +6.6% 6,291 $1.2M
Stratos Wealth Advisors, LLC 0.05% Reduce -26.9% 6,777 $1.2M
Prudential PLC 0.01% Add +95.1% 6,775 $1.2M
Hollow Brook Wealth Management LLC 0.35% No change 6,738 $1.2M
Quintet Private Bank (Europe) S.A. 0.07% Reduce -25.5% 6,754 $1.2M
Insight Folios Inc 0.42% Reduce -1.8% 6,709 $1.2M
Wedmont Private Capital 0.07% Reduce -0.5% 6,284 $1.2M
Prelude Capital Management, LLC 0.09% Reduce -83.1% 6,674 $1.2M
Sunpointe, LLC 0.95% Reduce -0.8% 6,641 $1.2M
Curbstone Financial Management Corp 0.25% Reduce -44.2% 6,664 $1.2M
Trueblood Wealth Management, LLC 0.58% Add +0.3% 6,663 $1.2M
Merit Financial Group, LLC 0.03% Reduce -14.6% 6,656 $1.2M
Trust Point Inc. 0.09% Reduce -0.2% 6,624 $1.2M
44 Wealth Management LLC 0.40% — 5,727 $1.2M
Clough Capital Partners L P 0.12% Reduce -66.6% 6,600 $1.1M
Signature Estate & Investment Advisors LLC 0.03% Add +2.5% 6,588 $1.1M
Gladstone Institutional Advisory LLC 0.06% Reduce -3.9% 6,574 $1.1M
Am Investment Strategies LLC 0.28% Add +44.2% 6,557 $1.1M
Cravens & Co Advisors, LLC 0.87% Reduce -7.5% 6,517 $1.1M
Adero Partners, LLC 0.08% Add +17.0% 6,514 $1.1M
General Partner, Inc. 0.70% No change 6,472 $1.1M
Capstone Investment Advisors, LLC 0.04% Add +970.3% 6,422 $1.1M
Tyler-Stone Wealth Management 0.21% Add +119.3% 6,414 $1.1M
Perennial Investment Advisors, LLC 0.14% Reduce -4.7% 6,410 $1.1M
Wynn Capital, LLC 0.73% Add +7.0% 6,405 $1.1M
GAMMA Investing LLC 0.11% Add +16.2% 6,332 $1.1M
Foresight Global Investors, Inc. 0.60% Reduce -32.2% 6,320 $1.1M
Peoples Bank 0.74% Reduce -17.3% 6,315 $1.1M
Centiva Capital, LP 0.05% Reduce -9.6% 6,284 $1.1M
Sendero Wealth Management, LLC 0.17% Reduce -13.4% 6,271 $1.1M
Callan Capital, LLC 0.08% Add +4.4% 6,262 $1.1M
Garde Capital, Inc. 0.07% Add +142.2% 6,246 $1.1M
Journey Advisory Group, LLC 0.13% No change 6,171 $1.1M
Moloney Securities Asset Management, LLC 0.14% Reduce -25.8% 6,167 $1.1M
HBK Sorce Advisory LLC 0.03% Reduce -4.0% 6,147 $1.1M
Argonautica Private Wealth Management, Inc. 0.35% Add +1.6% 6,146 $1.1M
Central Pacific Bank - Trust Division 0.14% New 6,132 $1.1M
Marietta Investment Partners LLC 0.22% Reduce -10.7% 6,089 $1.1M
New Millennium Group LLC 0.68% Reduce -76.5% 6,062 $1.1M
Avidian Wealth Enterprises, LLC 0.05% Reduce -2.4% 6,048 $1.1M
Principle Wealth Partners LLC 0.07% Add +1.3% 6,018 $1.0M
Sepio Capital, LP 0.08% Reduce -0.7% 6,007 $1.0M
SlateStone Wealth, LLC 0.09% Reduce -4.8% 5,985 $1.0M
Austin Private Wealth, LLC 0.10% New 5,969 $1.0M
International Assets Investment Management, LLC 0.08% Add +35.0% 5,917 $1.0M
Evoke Wealth, LLC 0.03% New 5,853 $1.0M
Crumly & Associates Inc. 0.28% Add +7.7% 5,858 $1.0M
XTX Topco Ltd 0.07% Reduce -34.7% 5,833 $1.0M
Jacobi Capital Management LLC 0.08% Reduce -2.7% 5,830 $1.0M
Aljian Capital Management, LLC 0.24% Add +202.0% 5,813 $1.0M
Marino, Stram & Associates LLC 0.22% Reduce -0.1% 5,784 $1.0M
Xponance LLC 0.01% Add +10.8% 5,773 $1.0M
Marcum Wealth, LLC 0.09% Add +24.2% 5,767 $1.0M
Smithfield Trust Co 0.05% Add +3.7% 5,738 $997K
Per Stirling Capital Management, LLC. 0.14% Add +1.3% 5,700 $990K
Simon Quick Advisors, LLC 0.06% Add +19.3% 5,693 $989K
Sunbelt Securities, Inc. 0.10% Add +1.9% 5,691 $988K
Norris Financial Group, LLC 0.49% Add +12.7% 5,682 $987K
Brevan Howard Capital Management LP 0.05% Add +39.3% 5,673 $985K
Lanark Financial, Inc. 0.08% Reduce -6.4% 5,592 $971K
Fifth Third Wealth Advisors LLC 0.06% Add +14.9% 5,582 $969K
SRN Advisors, LLC 0.86% Reduce -29.1% 5,567 $967K
Fox Run Management, L.L.C. 0.21% Add +80.8% 5,503 $956K
Auxier Asset Management LLC 0.14% No change 5,487 $953K
Ted Buchan & Co 0.45% Add +19.6% 5,486 $953K
FNY Investment Advisers, LLC 0.46% Add +273800.0% 5,478 $951K
Trust Co. of Oklahoma 0.31% Add +4.4% 5,464 $949K
Octavia Wealth Advisors, LLC 0.12% Reduce -0.9% 5,422 $945K
Lombard Odier Asset Management (USA) Corp 0.41% Add +93.9% 5,430 $943K
GHP Investment Advisors, Inc. 0.04% Reduce -3.0% 5,401 $938K
Carr Financial Group Corp 0.28% No change 5,396 $937K
Gilder Gagnon Howe & Co. LLC 0.01% Reduce -87.4% 5,396 $937K
Somerset Trust Co 0.35% Add +30.4% 5,395 $937K
Orleans Capital Management Corp. 0.53% Add +9.1% 5,390 $936K
WD Rutherford LLC 0.46% Add +701.9% 5,381 $935K
Kirtland Hills Capital Management, LLC 0.52% Add +82.5% 5,379 $934K
Heron Bay Capital Management 0.20% Reduce -6.2% 5,355 $930K
Clifford Group, LLC 0.72% Reduce -2.5% 5,347 $929K
Transcend Capital Advisors, LLC 0.06% Reduce -0.4% 5,337 $927K
Cordatus Wealth Management LLC 0.33% Add +19.9% 5,327 $925K
CreativeOne Wealth, LLC 0.03% Add +29.0% 5,323 $925K
United Community Bank 0.36% Reduce -1.6% 5,321 $924K
Mangrove Partners Im, LLC 0.09% New 5,301 $921K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -0.9% 5,297 $920K
Valmark Advisers, Inc. 0.01% Reduce -6.9% 5,296 $920K
City State Bank 0.34% Reduce -15.6% 5,295 $920K
Koshinski Asset Management, Inc. 0.08% Reduce -2.8% 5,295 $920K
Wealthcare Advisory Partners LLC 0.03% Add +4.2% 5,277 $917K
Fulton Bank, N.A. 0.03% Add +14.4% 5,251 $912K
Moneta Group Investment Advisors LLC 0.01% Add +18.8% 5,203 $904K
Heritage Wealth Management, Inc. 0.30% No change 5,200 $903K
LS Investment Advisors, LLC 0.13% No change 5,159 $896K
Arax Advisory Partners 0.08% Add +2.7% 5,145 $894K
Founders Financial Alliance, LLC 0.25% Add +2.7% 5,140 $893K
First Pacific Financial 0.21% Add +2.8% 5,137 $892K
Ascent Group, LLC 0.07% Add +2.5% 5,116 $888K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -9.0% 5,091 $887K
Boomfish Wealth Group, LLC 0.54% New 5,100 $886K
Strategic Investment Advisors / MI 0.10% Add +2.7% 5,083 $883K
Byrne Asset Management LLC 0.61% Add +2.4% 5,059 $879K
Mather Group, Llc. 0.01% Reduce -7.5% 5,058 $878K
BigSur Wealth Management LLC 0.24% New 5,027 $876K
Guyasuta Investment Advisors Inc. 0.05% No change 5,023 $872K
Bollard Group LLC 0.02% No change 5,000 $868K
Red Door Wealth Management, LLC 0.14% Reduce -2.1% 4,992 $867K
Legacy Capital Wealth Partners, LLC 0.17% Add +16.0% 4,953 $860K
Wealthstream Advisors, Inc. 0.16% Add +10.7% 4,947 $859K
Beck Mack & Oliver LLC 0.02% Add +0.2% 4,935 $857K
Clifford Swan Investment Counsel LLC 0.03% Add +2.5% 4,918 $854K
AlphaMark Advisors, LLC 0.29% Reduce -5.2% 4,869 $846K
Whalerock Point Partners, LLC 0.21% Reduce -4.0% 4,833 $839K
PFG Advisors 0.05% Add +7.3% 4,825 $838K
Royal Fund Management, LLC 0.06% New 4,818 $837K
Executive Wealth Management, LLC 0.07% New 4,803 $834K
Wealthspire Advisors, LLC 0.01% Reduce -9.1% 4,795 $833K
Arete Wealth Advisors, LLC 0.07% Reduce -10.1% 4,775 $827K
Family Manage LLC 0.14% Add +9.1% 4,722 $820K
FSB Premier Wealth Management, Inc. 0.34% Add +42.8% 4,722 $820K
Old North State Trust, LLC 0.66% Add +3.6% 4,705 $817K
Atlas Capital Advisors Inc. 0.12% Add +3.1% 4,689 $814K
Riverpark Capital Management LLC 1.47% New 4,669 $811K
Empower Advisory Group, LLC 0.00% Add +1.7% 4,646 $807K
Mattern Capital Management, LLC 0.10% Add +8.1% 4,642 $806K
Hardy Reed LLC 0.07% Add +1.2% 4,635 $805K
Narwhal Capital Management 0.07% Reduce -0.0% 4,624 $803K
Elgethun Capital Management 0.19% Add +2.2% 4,621 $803K
Fishman Jay A Ltd. 0.08% Reduce -0.1% 4,604 $800K
1900 Wealth Management LLC 0.07% No change 4,567 $793K
BKM Wealth Management, LLC 0.32% Add +15.8% 4,562 $792K
Seed Wealth Management, Inc. 0.63% No change 4,558 $792K
Parsons Capital Management Inc. 0.05% No change 4,524 $786K
Aptus Capital Advisors, LLC 0.01% Add +101.8% 4,506 $783K
Holowesko Partners Ltd. 0.41% Reduce -50.0% 4,500 $782K
Gryphon Financial Partners LLC 0.11% Reduce -3.8% 4,498 $781K
Elyxium Wealth, LLC 0.43% — 4,493 $780K
Smartleaf Asset Management LLC 0.09% Add +477.6% 4,384 $780K
Vienna Asset Management LLC 0.58% New 4,489 $780K
Addison Advisors LLC 0.22% Add +147.8% 4,486 $779K
Grey Fox Wealth Advisors, LLC 0.22% Add +0.7% 4,456 $777K
Intelligence Driven Advisers, LLC 0.11% Reduce -13.3% 4,469 $776K
Alps Advisors Inc. 0.01% Reduce -21.3% 4,461 $775K
Oliver Lagore Vanvalin Investment Group 0.21% Add +2138.7% 4,455 $774K
CIC Wealth, LLC 0.20% Add +25.5% 4,431 $770K
Rosenberg Matthew Hamilton 0.20% Add +13.5% 4,410 $766K
Northeast Investment Management 0.03% Add +0.2% 4,406 $765K
Systematic Alpha Investments, LLC 0.03% No change 4,400 $764K
Foster Group, Inc. 0.03% Add +1.5% 4,382 $761K
WR Wealth Planners, LLC 0.21% Add +2.4% 4,378 $760K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.21% Add +9.1% 4,374 $760K
Ascentis Independent Advisors 0.12% Add +32.7% 4,368 $759K
Forte Capital LLC 0.09% Reduce -4.0% 4,353 $756K
Reynders McVeigh Capital Management, LLC 0.04% Add +0.6% 4,346 $755K
Pekin Hardy Strauss, Inc. 0.10% Reduce -69.3% 4,345 $755K
AXS Investments LLC 0.20% No change 4,300 $747K
Harvest Investment Services, LLC 0.24% Add +2.9% 4,252 $738K
Sound View Wealth Advisors Group, LLC 0.06% Add +2.7% 4,252 $738K
WP Advisors, LLC 0.27% Reduce -13.3% 4,221 $733K
Aviso Financial Inc. 0.04% Reduce -21.4% 4,192 $728K
Fiduciary Trust Co 0.01% Add +63.9% 4,157 $722K
First Nebraska Trust Co 0.07% Reduce -1.2% 4,156 $722K
Enterprise Financial Services Corp 0.42% Reduce -14.0% 4,141 $719K
Charles Schwab Trust Co 0.06% Add +0.2% 4,121 $716K
Focus Financial Network, Inc. 0.03% Add +0.3% 4,106 $716K
Grove Bank & Trust 0.10% Add +12.6% 4,084 $709K
Virtue Capital Management, LLC 0.14% Add +6.2% 4,081 $709K
ORG Partners LLC 0.11% No change 4,060 $705K
Clarius Group, LLC 0.05% Add +4.5% 4,051 $704K
Continuum Advisory, LLC 0.09% Add +10.2% 3,725 $702K
FSM Wealth Advisors, LLC 0.18% Add +1.9% 4,008 $696K
High Falls Advisors, Inc 0.16% Reduce -20.0% 4,000 $695K
Legacy Capital Group California, Inc. 0.23% Reduce -1.2% 3,993 $693K
Meeder Advisory Services, Inc. 0.04% Add +22.6% 3,981 $691K
Connective Portfolio Management, LLC 1.22% Reduce -58.8% 5,260 $691K
Ensign Peak Advisors, Inc 0.00% No change 3,979 $691K
Quadrant Private Wealth Management, LLC 0.17% Add +7.3% 3,964 $691K
Sierra Capital LLC 0.08% Reduce -0.1% 3,957 $687K
Godshalk Welsh Capital Management, Inc. 0.43% Add +2.6% 3,955 $687K
NorthRock Partners, LLC 0.02% Reduce -1.8% 3,922 $685K
Ashton Thomas Private Wealth, LLC 0.04% Add +223.1% 3,925 $682K
OneAscent Financial Services LLC 0.49% New 3,906 $681K
First National Bank of Hutchinson 0.44% No change 3,921 $681K
Penobscot Investment Management Company, Inc. 0.06% No change 3,910 $679K
Parisi Gray Wealth Management 0.22% Add +17.7% 3,905 $678K
Triumph Capital Management 0.24% Reduce -50.9% 3,890 $678K
Red Lighthouse Investment Management, LLC 0.26% No change 3,891 $676K
Bill Few Associates, Inc. 0.24% Add +2.6% 3,890 $676K
Two Sigma Securities, LLC 0.05% Reduce -97.8% 3,883 $674K
Bank of Nova Scotia Trust Co. 0.07% Add +5.8% 3,882 $674K
Angeles Wealth Management, LLC 0.06% Reduce -2.4% 3,876 $673K
Journey Strategic Wealth LLC 0.02% Add +29.4% 3,860 $670K
Summit Trail Advisors, LLC 0.02% Add +51.9% 3,839 $669K
Sage Rhino Capital LLC 0.15% Reduce -0.5% 3,852 $669K
Cidel Asset Management Inc. 0.05% Reduce -7.3% 3,842 $667K
Berger Financial Group, Inc 0.05% Add +10.7% 3,832 $666K
Seldon Capital LP 0.37% No change 3,823 $664K
Romano Brothers and Company 0.08% Reduce -3.3% 3,822 $664K
Matrix Private Capital Group LLC 0.38% Reduce -5.5% 3,794 $661K
Wealth Architects, LLC 0.07% Reduce -16.5% 3,806 $661K
Capital CS Group, LLC 0.79% New 3,788 $658K
Good Life Advisors, LLC 0.04% Add +25.4% 3,786 $658K
Cetera Trust Company, N.A 0.40% Reduce -2.6% 3,780 $656K
Smith, Moore & Co. 0.06% Reduce -5.9% 3,769 $655K
Campbell & CO Investment Adviser LLC 0.05% New 3,767 $654K
Edmonds Duncan Registered Investment Advisors, LLC 0.14% Add +1.4% 3,757 $652K
Freestone Capital Holdings, LLC 0.02% Reduce -12.5% 3,744 $650K
Gradient Capital Advisors, LLC 0.21% Add +4.0% 3,717 $646K
Capital Markets Trading UK LLP 0.59% Reduce -26.1% 3,691 $641K
Barlow Wealth Partners, LLC 0.08% Add +27.7% 3,456 $638K
Essex Bank 0.16% Reduce -0.6% 3,672 $638K
Stock Yards Bank & Trust Co. 0.02% Add +15.1% 3,666 $637K
United Capital Management of KS, Inc. 0.14% Add +3.9% 3,660 $636K
MJP Associates Inc. 0.12% Add +7.9% 3,659 $635K
Moneco Advisors, LLC 0.08% Add +8.9% 3,653 $634K
Cascades Capital Asset Management, LLC 0.36% — 3,647 $633K
Kiely Wealth Advisory Group, Inc. 0.40% No change 3,300 $631K
Berkshire Asset Management LLC 0.03% No change 3,625 $630K
Prudent Man Advisors, LLC 0.21% No change 3,625 $630K
Brown Shipley& Co Ltd 0.31% Reduce -7.7% 3,616 $628K
Well Done, LLC 0.11% Add +12.6% 3,613 $627K
Permanens Capital L.P. 0.13% New 3,589 $626K
Verus Capital Partners, LLC 0.06% Reduce -2.7% 3,578 $621K
Eastern Bank 0.01% New 3,574 $621K
Dogwood Wealth Management LLC 0.36% Add +6164.9% 3,571 $620K
WealthTrust Asset Management, LLC 0.46% New 3,563 $619K
SageView Advisory Group, LLC 0.03% Reduce -32.9% 3,563 $619K
King Wealth Management Group 0.10% Add +2.9% 3,560 $618K
Tradition Wealth Management, LLC 0.06% Add +63.6% 3,553 $617K
Alpine Woods Capital Investors, LLC 0.11% No change 3,175 $616K
Stephens Investment Management Group LLC 0.01% No change 3,547 $616K
Catalina Capital Group, LLC 0.21% Add +5.9% 3,546 $616K
Advisor Resource Council 0.28% New 3,527 $613K
New Republic Capital, LLC 0.35% Reduce -18.3% 3,510 $612K
Matisse Capital 0.30% No change 3,523 $612K
Mayflower Financial Advisors, LLC 0.09% Add +6.6% 3,521 $612K
First Bank & Trust 0.12% Add +7.4% 3,521 $611K
Kolinsky Wealth Management, LLC 0.40% Add +3.7% 3,519 $611K
Chicago Partners Investment Group LLC 0.02% Reduce -0.4% 3,041 $611K
StoneX Group Inc. 0.04% Add +12.5% 3,502 $610K
Mezzasalma Advisors, LLC 0.24% New 3,504 $609K
Readystate Asset Management LP 0.08% New 3,502 $608K
Bristlecone Advisors, LLC 0.05% No change 3,498 $607K
Swisher Financial Concepts, Inc. 0.38% Add +100.0% 3,410 $606K
FWG Holdings, LLC 0.30% Add +1.6% 3,106 $605K
WASHINGTON TRUST Co 0.02% Add +0.7% 3,470 $603K
Ironwood Investment Counsel, LLC 0.10% No change 3,461 $601K
Lodestone Wealth Management LLC 0.30% Reduce -21.1% 3,456 $600K
Koss-Olinger Consulting, LLC 0.05% Add +12.9% 3,445 $598K
Ruggaard & Associates LLC 0.26% Add +6.5% 3,435 $596K
Hollencrest Capital Management 0.02% Add +71.5% 3,425 $595K
Bank of Marin 0.48% Add +0.1% 3,408 $592K
NFJ Investment Group, LLC 0.02% Reduce -39.4% 3,401 $591K
Boston Family Office LLC 0.04% Add +70.0% 3,399 $590K
Modus Advisors, LLC 0.19% New 3,390 $589K
TBH Global Asset Management, LLC 0.13% Add +7.7% 3,388 $588K
D.B. Root & Company, LLC 0.19% Reduce -23.5% 3,386 $588K
Phillips Wealth Planners LLC 0.56% Add +0.1% 3,128 $586K
Gradient Investments LLC 0.01% Reduce -5.0% 3,375 $586K
Marathon Mission, Inc. 0.40% Add +3.1% 3,339 $580K
Latitude Advisors, LLC 0.33% Add +3.6% 3,330 $578K
CVA Family Office, LLC 0.09% Reduce -4.0% 3,325 $578K
Holistic Financial Partners 0.28% Add +3.2% 3,325 $577K
Euro Pacific Asset Management, LLC 0.11% Reduce -1.9% 3,310 $577K
Atlas Private Wealth Advisors 0.08% Add +0.3% 3,318 $576K
Capital Investment Advisory Services, LLC 0.05% Add +0.6% 3,312 $575K
Autumn Glory Partners, LLC 0.22% New 3,106 $573K
Bowen Hanes & Co. Inc. 0.01% No change 3,290 $571K
Crestwood Advisors Group, LLC 0.01% Add +29.3% 3,289 $571K
Icon Wealth Advisors, LLC 0.05% Add +7.5% 3,275 $569K
Portside Wealth Group, LLC 0.10% Add +2.9% 3,272 $568K
Capasso Planning Partners LLC 0.17% Reduce -5.4% 3,268 $568K
Steigerwald, Gordon & Koch Inc. 0.06% Reduce -0.4% 3,254 $565K
TCFG Wealth Management, LLC 0.29% — 3,252 $565K
StoneCrest Wealth Management, Inc. 0.41% Add +3.8% 3,237 $562K
LMCG Investments, LLC 0.03% Reduce -0.1% 3,235 $562K
Balentine LLC 0.02% Reduce -6.2% 3,234 $562K
Joel Isaacson & Co., LLC 0.03% Reduce -3.9% 3,224 $560K
Acropolis Investment Management, LLC 0.03% Add +1.1% 3,220 $559K
Tritonpoint Wealth, LLC 0.05% Add +7.2% 3,122 $558K
Peak Asset Management, LLC 0.10% Reduce -8.6% 3,200 $556K
Glen Eagle Advisors, LLC 0.09% Add +1.9% 3,187 $554K
Bank of Stockton 0.17% No change 3,183 $553K
Wexford Capital LP 0.13% Reduce -29.1% 3,178 $552K
Meridian Wealth Advisors, LLC 0.09% No change 3,165 $550K
Fielder Capital Group LLC 0.18% Add +22.5% 3,162 $549K
Baron Wealth Management LLC 0.26% Reduce -1.3% 3,161 $549K
Dearborn Partners LLC 0.02% Reduce -5.4% 3,161 $549K
Portland Global Advisors LLC 0.07% Add +4.2% 3,153 $548K
Pinnacle Financial Partners Inc 0.01% Add +11.9% 3,149 $547K
Resonant Capital Advisors, LLC 0.04% Reduce -0.8% 3,134 $546K
Capital Investment Advisors, LLC 0.01% Add +20.8% 3,145 $546K
Abacus Wealth Partners, LLC 0.08% Add +20.4% 3,144 $546K
Canvas Wealth Advisors, LLC 0.15% Add +1.5% 3,134 $544K
Horizon Family Wealth, Inc. 0.39% Add +1.3% 3,122 $542K
Storebrand Asset Management As 0.00% Reduce -20.9% 3,096 $538K
Graypoint LLC 0.03% Add +1.3% 3,084 $536K
Howard Financial Services, LTD. 0.08% New 3,078 $535K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% Reduce -2.0% 3,068 $533K
Ancora Advisors LLC 0.01% Add +0.1% 3,067 $533K
Avantax Planning Partners, Inc. 0.02% Reduce -2.1% 3,062 $532K
Goldstream Capital Management Ltd 0.24% Reduce -1.9% 3,052 $531K
Leo Wealth, LLC 0.05% Add +0.9% 3,059 $531K
Mfa Wealth Advisors, LLC 0.12% Reduce -2.8% 3,057 $531K
Harbor Capital Advisors, Inc. 0.02% Reduce -32.2% 3,050 $530K
Tudor Financial Inc. 0.33% — 3,050 $530K
CoreCap Advisors, LLC 0.02% New 3,037 $527K
Fragasso Financial Advisors Inc 0.04% Add +9.7% 3,025 $525K
Patten Group, Inc. 0.12% Reduce -1.6% 3,016 $524K
Clare Market Investments LLC 0.14% Add +37.7% 3,010 $523K
Rossmore Private Capital 0.06% Add +19.9% 3,010 $523K
Wellington Shields & Co., LLC 0.16% New 3,000 $521K
Sage Mountain Advisors LLC 0.04% Add +23.0% 2,966 $515K
49 Wealth Management, LLC 0.08% New 2,956 $513K
Sargent Investment Group, LLC 0.09% No change 2,930 $509K
SP Asset Management LLC 0.04% Reduce -7.5% 2,925 $508K
Ariadne Wealth Management, LP 0.27% New 2,508 $505K
Lodestar Private Asset Management LLC 0.06% Add +4.7% 2,904 $504K
NBT Bank, N.A. 0.03% Reduce -13.1% 2,890 $502K
Beaird Harris Wealth Management, LLC 0.04% Add +86.1% 2,871 $499K
GAMCO Investors 0.01% Reduce -12.6% 2,870 $498K
Claro Advisors Inc. 0.06% Add +21.9% 2,865 $498K
Pegasus Partners Ltd. 0.05% Add +83.2% 2,865 $498K
World Equity Group, Inc. 0.18% Reduce -80.7% 2,854 $496K
Pinnacle Wealth Management Group, Inc. 0.31% No change 2,850 $495K
Riversedge Advisors, LLC 0.11% Add +1.2% 2,850 $495K
Norden Group LLC 0.06% Add +46.5% 2,846 $494K
Stonebridge Capital Advisors LLC 0.04% Reduce -6.9% 2,844 $494K
Flagship Harbor Advisors, LLC 0.03% Reduce -15.1% 2,816 $489K
Hobbs Group Advisors, LLC 0.18% Add +23.0% 2,815 $489K
Confluence Wealth Services, Inc. 0.04% Reduce -7.3% 2,808 $488K
Jmac Enterprises LLC 0.08% Add +7.7% 2,801 $486K
New Century Financial Group, LLC 0.18% Reduce -73.0% 2,798 $486K
Childress Capital Advisors, LLC 0.13% No change 2,791 $485K
Wambolt & Associates, LLC 0.13% Reduce -6.0% 2,814 $484K
American Money Management, LLC 0.10% Add +3.0% 2,786 $484K
Islay Capital Management, LLC 0.32% No change 2,765 $480K
Abundance Wealth Counselors 0.10% New 2,766 $480K
Investment Partners, LTD. 0.20% No change 2,747 $477K
Prestige Wealth Management Group LLC 0.10% Reduce -2.3% 2,728 $475K
Regatta Capital Group, LLC 0.09% Add +3.0% 2,727 $474K
Optas, LLC 0.11% Add +1.7% 2,722 $473K
Client 1ST Advisory Group, LLC 0.19% Reduce -10.1% 2,713 $471K
Milestone Asset Management, LLC 0.11% Add +3.2% 2,712 $471K
AlphaStar Capital Management, LLC 0.04% Add +87.1% 2,709 $470K
Tranquilli Financial Advisor LLC 0.29% Add +0.6% 2,706 $470K
Ausdal Financial Partners, Inc. 0.05% Add +56.9% 2,702 $469K
Physician Wealth Advisors, Inc. 0.08% Reduce -7.2% 2,490 $466K
Millennium Capital Advisors, LLC 0.30% No change 2,680 $465K
Trust Co of the South 0.10% No change 2,665 $463K
WorthPointe, LLC 0.19% Reduce -10.9% 2,663 $462K
Busey Bank 0.02% Add +18.2% 2,658 $462K
Interchange Capital Partners, LLC 0.16% Add +0.7% 2,646 $460K
FMB Wealth Management 0.26% No change 2,638 $458K
First American Trust, FSB 0.05% Reduce -68.3% 2,626 $456K
Cherrydale Wealth Management, LLC 0.19% Add +3.5% 2,621 $455K
Faithward Advisors, LLC 0.08% Reduce -33.8% 2,618 $455K
Argent Financial Group, Inc. 0.05% — 2,617 $454K
Lion Street Advisors, LLC 0.16% Add +16.1% 2,610 $453K
XML Financial, LLC 0.04% Add +0.3% 2,607 $453K
Marathon Trading Investment Management LLC 0.21% Reduce -1.0% 2,602 $452K
Palisade Capital Management, LP 0.01% Add +1.7% 2,568 $446K
Stokes Family Office, LLC 0.05% No change 2,566 $446K
Old Port Advisors 0.12% Add +0.8% 2,565 $445K
Granite Group Advisors, LLC 0.29% Add +12.2% 2,561 $445K
Private Trust Co. NA 0.04% Reduce -7.9% 2,561 $445K
Courier Capital LLC 0.03% Reduce -1.4% 2,561 $445K
Mizuho Markets Americas LLC 0.01% Reduce -82.9% 2,546 $442K
Private Wealth Partners, LLC 0.04% Add +18.6% 2,545 $442K
Martin Investment Management, LLC 0.11% Reduce -5.9% 2,538 $441K
Clarus Group, Inc. 0.19% No change 2,535 $440K
PFG Private Wealth Management, LLC 0.25% Add +1.8% 2,528 $439K
Kovack Advisors, Inc. 0.05% Add +16.6% 2,520 $438K
Prosperity Wealth Management, Inc. 0.18% Add +4.3% 2,520 $438K
1834 Investment Advisors Co. 0.05% Add +15.2% 2,512 $436K
Headinvest, LLC 0.08% Add +13.6% 2,504 $435K
Straight Path Wealth Management 0.19% No change 2,500 $434K
GenTrust, LLC 0.02% Reduce -46.3% 2,489 $434K
Keystone Financial Group 0.06% Add +18.5% 2,475 $430K
Traveka Wealth, LLC 0.22% Add +5.9% 2,473 $429K
Park National Corp. 0.01% Add +3.0% 2,473 $429K
Opal Wealth Advisors, LLC 0.13% Add +19.0% 2,460 $427K
Silverlake Wealth Management LLC 0.16% Add +3.3% 2,457 $427K
Carl P. Sherr & Co., LLC 0.22% Add +47.0% 2,455 $426K
Full Sail Capital, LLC 0.03% No change 2,455 $426K
Peak Planning Group, LLC 0.19% New 2,452 $426K
CWA Asset Management Group, LLC 0.02% — 2,446 $425K
Intrua Financial, LLC 0.07% Add +11.2% 2,442 $424K
Aviance Capital Partners, LLC 0.06% No change 2,440 $424K
Diversified, LLC 0.05% Add +12.1% 2,430 $422K
Diversified Enterprises, LLC 0.05% — 2,430 $422K
Jefferies Financial Group Inc. 0.01% Reduce -95.7% 2,429 $422K
Paladin Advisory Group, LLC 0.31% No change 2,428 $422K
Mitchell McLeod Pugh & Williams Inc. 0.09% No change 2,414 $419K
Cobblestone Capital Advisors LLC 0.02% No change 2,412 $419K
Creative Financial Designs Inc. 0.04% Add +3.0% 2,408 $418K
Schulz Wealth, LTD. 0.32% No change 2,405 $418K
Optimum Investment Advisors 0.18% Reduce -11.1% 2,400 $417K
Nicholas Hoffman & Company, LLC. 0.02% Add +3.0% 2,400 $417K
Fort Sheridan Advisors LLC 0.06% Add +0.3% 2,398 $417K
JGP Wealth Management, LLC 0.05% Add +19.9% 2,389 $415K
Harbor Investment Advisory, LLC 0.04% Add +18.8% 2,388 $415K
Liberty Wealth Management LLC 0.07% Add +13.1% 2,377 $413K
Fidelis Capital Partners, LLC 0.05% Reduce -0.5% 2,052 $412K
Robertson Stephens Wealth Management, LLC 0.02% Add +54.8% 2,355 $410K
Renasant Bank 0.27% Reduce -3.9% 2,361 $410K
JFS Wealth Advisors, LLC 0.03% No change 2,356 $409K
Avalon Capital Management 0.12% No change 2,351 $408K
Oxford Wealth Group, LLC 0.33% Reduce -26.6% 2,349 $408K
Seven Mile Advisory 0.27% Add +0.2% 2,349 $408K
Toth Financial Advisory Corp. 0.05% Reduce -47.8% 2,348 $408K
Bernardo Wealth Planning LLC 0.10% Add +5.4% 1,978 $407K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +1.4% 2,341 $407K
Aft, Forsyth & Company, Inc. 0.20% No change 2,340 $406K
Peninsula Wealth, LLC 0.07% Add +12.8% 2,166 $406K
Carson Advisory Inc. 0.25% No change 2,326 $404K
REDW Wealth LLC 0.10% Reduce -8.5% 2,298 $399K
Strategic Family Wealth Counselors, L.L.C. 0.14% Add +2.1% 2,297 $399K
Cooper Financial Group 0.05% Add +16.5% 2,294 $398K
HCR Wealth Advisors 0.05% Reduce -18.1% 2,287 $397K
AAF Wealth Management, LLC 0.20% No change 2,285 $397K
CENTRAL TRUST Co 0.01% Reduce -20.4% 2,283 $396K
Calydon Capital 0.06% Reduce -21.6% 2,272 $395K
Spinnaker Trust 0.02% New 2,271 $394K
Brandywine Oak Private Wealth LLC 0.04% No change 2,269 $394K
J.Safra Asset Management Corp 0.04% Add +59.8% 2,199 $391K
Stockman Wealth Management, Inc. 0.06% Reduce -28.1% 2,250 $391K
Legacy Financial Strategies, LLC 0.09% Add +66.9% 2,242 $389K
Breakwater Capital Group 0.08% Add +1.7% 2,235 $388K
Brown, Lisle/Cummings, Inc. 0.12% No change 2,230 $387K
Sax Wealth Advisors, LLC 0.03% Reduce -2.8% 2,224 $386K
Cottonwood Capital Advisors, LLC 0.28% Reduce -0.6% 2,217 $385K
GFG Capital, LLC 0.15% Reduce -14.4% 4,470 $382K
Quantum Portfolio Management LLC 0.21% Reduce -4.6% 2,199 $382K
Capital Advisors Inc. 0.01% Reduce -22.6% 2,198 $382K
Delta Investment Management, LLC 0.08% Add +0.2% 2,185 $379K
Alliance Wealth Advisors, LLC 0.10% Add +11.2% 2,182 $379K
Strategic Blueprint, LLC 0.02% Reduce -6.7% 2,178 $378K
Stevens Capital Partners 0.18% Reduce -0.6% 2,169 $377K
Certuity, LLC 0.04% Add +24.3% 2,159 $375K
Channel Wealth LLC 0.12% Reduce -4.7% 2,155 $374K
Invenio Wealth Partners LLC 0.16% No change 2,147 $373K
Crescent Grove Advisors, LLC 0.04% New 2,134 $372K
Garden State Investment Advisory Services LLC 0.12% Add +2.1% 2,133 $372K
Tradewinds, LLC. 0.11% Add +60.3% 2,139 $371K
Argus Investors' Counsel, Inc. 0.24% Add +7.1% 2,121 $368K
Auxano Advisors, LLC 0.10% No change 2,120 $368K
X-Square Capital, LLC 0.12% No change 2,121 $368K
Sheaff Brock Investment Advisors, LLC 0.03% Add +0.1% 2,117 $368K
Alliance Wealth Advisors, LLC 0.21% Reduce -5.9% 2,106 $366K
Cornerstone Wealth Group, LLC 0.03% Add +7.2% 2,103 $365K
Founders Capital Management, LLC 0.06% No change 2,103 $365K
Bluespring Wealth Management, LLC 0.04% Reduce -0.9% 2,095 $365K
Savvy Advisors, Inc. 0.07% Add +6.3% 2,098 $364K
Vestcor Inc 0.01% No change 2,097 $364K
Merriman Wealth Management, LLC 0.01% Add +32.5% 2,081 $363K
Chapin Davis, Inc. 0.12% Add +1.1% 2,080 $361K
Goelzer Investment Management, Inc. 0.02% No change 2,078 $361K
Act Two Investors LLC 0.07% Reduce -34.6% 2,078 $361K
RAM Investment Partners, LLC 0.09% Reduce -3.2% 2,071 $360K
Sky Investment Group LLC 0.07% Reduce -1.4% 2,070 $359K
ProVise Management Group, LLC 0.03% Add +16.7% 2,065 $359K
Plan Group Financial, LLC 0.19% New 2,051 $356K
Atwater Malick LLC 0.11% Add +5.6% 2,047 $356K
Accuvest Global Advisors 0.31% New 2,046 $355K
Continental Investors Services, Inc. 0.73% Add +0.2% 2,064 $355K
AA Financial Advisors, LLC 0.10% Add +34.3% 2,042 $355K
Tortoise Investment Management, LLC 0.04% Add +17.8% 2,041 $354K
Larson Financial Group LLC 0.02% Add +153.4% 2,035 $353K
NWF Advisory Services Inc. 0.05% New 2,028 $352K
Aletheian Wealth Advisors LLC 0.21% No change 2,023 $351K
Inscription Capital, LLC 0.05% New 2,019 $351K
Nikulski Financial, Inc. 0.10% No change 2,005 $348K
Drake & Associates, LLC 0.11% New 2,004 $348K
Accredited Investors Inc. 0.02% Add +1.5% 2,003 $348K
Fca Corp. 0.11% No change 2,000 $347K
Capital Asset Advisory Services LLC 0.02% Reduce -11.4% 1,863 $347K
Leonard Rickey Investment Advisors P.L.L.C. 0.08% Add +3.2% 1,995 $346K
Arvest Bank Trust Division 0.02% — 1,989 $345K
Accel Wealth Management 0.13% Add +3.7% 1,988 $345K
Monarch Capital Management Inc. 0.09% No change 1,976 $344K
Asset Dedication, LLC 0.02% Add +12.3% 1,983 $344K
Capital Advisory Group Advisory Services, LLC 0.14% Reduce -2.0% 1,973 $343K
Composition Wealth, LLC 0.01% Reduce -26.4% 1,954 $339K
Heritage Wealth Partners, LLC 0.40% Add +8.9% 1,947 $338K
Becker Capital Management Inc. 0.01% Add +0.5% 1,938 $338K
New Wave Wealth Advisors LLC 0.15% New 1,932 $336K
Heritage Oak Wealth Advisors LLC 0.15% Reduce -3.7% 1,932 $336K
Blue Zone Wealth Advisors, LLC 0.10% No change 1,931 $335K
ProShare Advisors LLC 0.00% Reduce -0.2% 1,931 $335K
CM Wealth Advisors LLC 0.11% Add +5.0% 1,912 $333K
Monterey Private Wealth, Inc. 0.11% No change 1,902 $330K
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +18.8% 1,900 $330K
D'Orazio & Associates, Inc. 0.05% Reduce -3.2% 1,893 $329K
Dunhill Financial, LLC 0.17% No change 1,884 $327K
TCTC Holdings, LLC 0.01% Add +46.5% 1,883 $327K
Nicholas Wealth, LLC. 0.20% Add +16.4% 1,876 $326K
Gateway Investment Advisers LLC 0.00% No change 1,870 $325K
Financial Partners Group, Inc 0.05% Reduce -8.5% 1,869 $325K
Westmount Partners, LLC 0.10% Add +23.7% 1,868 $324K
WMS Partners, LLC 0.02% Add +12.5% 1,860 $323K
Willner & Heller, LLC 0.29% Add +10.1% 1,853 $322K
Central Valley Advisors, LLC 0.18% New 1,845 $320K
Nadler Financial Group, Inc. 0.04% Add +1.2% 1,845 $320K
Teamwork Financial Advisors, LLC 0.04% Add +0.6% 1,840 $319K
AllSquare Wealth Management LLC 0.18% Reduce -3.2% 1,835 $319K
Gallagher Fiduciary Advisors, LLC 0.06% Reduce -0.9% 1,830 $318K
Regal Investment Advisors LLC 0.02% Reduce -45.1% 1,827 $317K
Nisa Investment Advisors, LLC 0.00% Add +5.8% 1,817 $317K
Bedel Financial Consulting, Inc. 0.04% Reduce -1.5% 1,821 $316K
Bordeaux Wealth Advisors LLC 0.06% Add +2.6% 1,820 $316K
Centurion Wealth Management LLC 0.10% — 1,813 $315K
LRI Investments, LLC 0.03% Reduce -14.7% 1,666 $314K
Cerro Pacific Wealth Advisors LLC 0.12% No change 1,804 $313K
Visionary Wealth Advisors 0.02% Add +14.3% 1,801 $313K
Fortis Advisors, LLC 0.20% No change 1,800 $313K
Wellington Shields Capital Management, LLC 0.05% New 1,800 $313K
Baker Tilly Wealth Management, LLC 0.14% Reduce -12.4% 1,792 $311K
Foster & Motley Inc. 0.02% Add +6.4% 1,788 $311K
Newport Capital Group, LLC 0.23% Reduce -1.3% 1,788 $311K
AlTi Global, Inc. 0.01% New 1,779 $310K
Financial Security Advisor, Inc. 0.08% Add +14.0% 1,773 $309K
Ignite Planners, LLC 0.07% Reduce -1.3% 1,768 $307K
Cypress Wealth Services, LLC 0.06% Reduce -0.1% 1,765 $307K
Rollins Financial Advisors, LLC 0.05% No change 1,764 $306K
Brophy Wealth Management, LLC 0.11% — 1,757 $305K
Austin Asset Management Co Inc 0.06% No change 1,745 $303K
Tanager Wealth Management LLP 0.04% Add +47.1% 1,737 $303K
Probity Advisors, Inc. 0.06% Reduce -2.2% 1,740 $302K
Wagner Wealth Management, LLC 0.08% Reduce -0.9% 1,738 $302K
Avaii Wealth Management, LLC 0.15% Reduce -3.5% 1,738 $302K
Destination Wealth Management 0.01% Reduce -0.3% 1,734 $301K
Hillman Capital Management, Inc. 0.10% New 1,730 $300K
Goldstein Advisors, LLC 0.05% Add +24.2% 1,722 $299K
Sand Hill Global Advisors, LLC 0.01% No change 1,722 $299K
Badgley Phelps Wealth Managers, LLC 0.01% Add +26.6% 1,714 $299K
Williams Jones Wealth Management, LLC. 0.00% Add +7.2% 1,718 $298K
Baker Avenue Asset Management, LP 0.01% Reduce -15.5% 1,708 $297K
Titleist Asset Management, LLC 0.04% Reduce -46.3% 1,707 $297K
Meyer Handelman Co. 0.01% No change 1,703 $296K
Peak Financial Management, Inc. 0.09% Reduce -22.7% 1,700 $295K
Willis Johnson & Associates, Inc. 0.02% Add +7.1% 1,697 $295K
Fourpath Capital Management, LLC 0.05% New 1,696 $295K
Money Concepts Capital Corp. 0.02% New 1,695 $294K
Global Trust Asset Management, LLC 0.11% Add +54.9% 1,693 $294K
LaSalle St. Investment Advisors, LLC 0.12% New 1,690 $293K
Zuckerman Investment Group, LLC 0.03% Add +2.1% 1,685 $293K
Riverbridge Partners LLC 0.00% No change 1,676 $291K
Smart Money Group LLC 0.10% New 1,526 $291K
Birchcreek Wealth Management, LLC 0.19% Reduce -18.8% 1,665 $289K
Fiduciary Financial Group, LLC 0.07% Reduce -8.5% 1,549 $288K
Main Street Financial Solutions, LLC 0.03% Add +40.3% 1,655 $287K
WESPAC Advisors, LLC 0.21% Add +1.2% 1,651 $287K
Cim, LLC 0.04% No change 1,651 $287K
Legacy Private Trust Co. 0.02% No change 1,647 $286K
Onyx Bridge Wealth Group LLC 0.04% Add +17.3% 1,645 $286K
CFO4Life Group, LLC 0.05% New 1,636 $284K
PGIM Custom Harvest LLC 0.01% Add +17.9% 1,635 $284K
Fiduciary Alliance LLC 0.04% Add +0.9% 1,625 $282K
GFS Advisors, LLC 0.06% Add +5.1% 1,617 $281K
GPS Wealth Strategies Group, LLC 0.04% Reduce -5.8% 1,616 $281K
Werba Rubin Papier Wealth Management 0.07% Add +5.7% 1,612 $280K
Apeiron RIA LLC 0.08% Reduce -2.7% 1,602 $278K
Parkside Financial Bank & Trust 0.04% Reduce -4.4% 1,602 $278K
Trivium Point Advisory, LLC 0.04% Add +15.2% 1,490 $278K
Mosley Wealth Management 0.19% New 1,376 $278K
MBA Advisors LLC 0.13% No change 1,600 $278K
American National Bank & Trust 0.03% No change 1,595 $277K
Atlanta Consulting Group Advisors, LLC 0.07% Add +31.8% 1,593 $277K
Valley Brook Capital Group, Inc. 0.20% Add +12.0% 1,590 $276K
Gitterman Wealth Management, LLC 0.11% Reduce -2.4% 1,586 $276K
Boston Mountain Money Management Inc. 0.16% Reduce -1.4% 1,584 $275K
Westfuller Advisors, LLC 0.20% — 1,576 $275K
Williams & Novak, LLC 0.26% Reduce -0.9% 1,581 $275K
Vista Investment Management 0.10% New 1,574 $273K
Aire Advisors, LLC 0.06% Add +11.6% 1,573 $273K
Simmons Bank 0.02% Reduce -3.8% 1,571 $273K
Colonial Trust Co / SC 0.04% Add +9.0% 1,571 $273K
Uptick Partners, LLC 0.12% No change 1,570 $273K
Defender Capital, LLC. 0.09% Add +3.7% 1,565 $272K
LJI Wealth Management, LLC 0.06% Add +6.1% 1,564 $272K
Quotient Wealth Partners, LLC 0.01% Add +9.1% 1,564 $272K
Gilman Hill Asset Management, LLC 0.05% Reduce -12.1% 1,562 $271K
Armstrong Advisory Group, Inc. 0.02% Add +16.1% 1,562 $271K
TrinityPoint Wealth, LLC 0.04% Add +2.3% 1,561 $271K
Amplius Wealth Advisors, LLC 0.03% Reduce -0.8% 1,559 $271K
WJ Wealth Management, LLC 0.10% Reduce -14.4% 1,558 $271K
Coppell Advisory Solutions LLC 0.04% Reduce -3.1% 1,519 $270K
Formidable Asset Management, LLC 0.04% Add +7.6% 1,556 $270K
LCNB Corp. 0.10% No change 1,554 $270K
Apriem Advisors 0.03% Reduce -31.1% 1,551 $269K
Pure Financial Advisors, LLC 0.01% Reduce -4.6% 1,551 $269K
Safeguard Financial, LLC 0.06% New 1,546 $268K
Integrated Investment Consultants, LLC 0.06% Reduce -29.8% 1,545 $268K
USAdvisors Wealth Management, LLC 0.09% New 1,510 $268K
Transamerica Financial Advisors, LLC 0.03% Add +2166.2% 1,541 $268K
Moseley Investment Management Inc. 0.11% Add +0.4% 1,540 $267K
Morris Financial Concepts, Inc. 0.11% Add +6.0% 1,540 $267K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Reduce -1.1% 1,537 $267K
Novare Capital Management LLC 0.02% Reduce -3.0% 1,536 $267K
Tilia Fiduciary Partners, Inc. 0.18% Add +9.0% 1,536 $267K
Schwarz Dygos Wheeler Investment Advisors LLC 0.07% No change 1,530 $266K
Patton Albertson Miller Group, LLC 0.04% No change 1,526 $265K
Hibernia Wealth Partners, LLC 0.09% Reduce -3.9% 1,519 $264K
Veery Capital, LLC 0.10% Add +0.2% 1,519 $264K
Traynor Capital Management, Inc. 0.02% Add +11.5% 1,514 $263K
17 Capital Partners, LLC 0.17% Add +1.8% 1,510 $262K
Aufman Associates Inc 0.17% New 1,510 $262K
Everpar Advisors LLC 0.14% Reduce -7.8% 1,510 $262K
Acas, LLC 0.22% Add +2.0% 1,508 $262K
KRS Capital Management, LLC 0.19% Add +8.7% 1,507 $262K
Almanack Investment Partners, LLC. 0.04% Add +6.5% 1,501 $261K
Osprey Private Wealth LLC 0.18% — 1,500 $261K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.04% No change 1,500 $261K
Rappaport Reiches Capital Management, LLC 0.07% Add +6.2% 1,499 $260K
Bogart Wealth, LLC 0.01% Add +33.1% 1,497 $260K
Perkins Coie Trust Co 0.06% No change 1,495 $260K
First Merchants Corp. 0.01% Add +3.5% 1,491 $259K
Iron Gate Global Advisors LLC 0.04% No change 1,488 $258K
Realta Investment Advisors 0.12% Reduce -84.8% 1,341 $258K
Sunburst Financial Group, LLC 0.07% Reduce -2.8% 1,484 $258K
Private Capital Management LLC 0.05% New 1,483 $258K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -18.1% 1,478 $257K
1ST Source Bank 0.01% No change 1,476 $256K
SOA Wealth Advisors, LLC. 0.05% No change 1,474 $256K
Cardiff Park Advisors, LLC 0.02% Reduce -3.7% 1,472 $256K
Arlington Trust Co LLC 0.06% No change 1,469 $255K
Strategic Wealth Partners, Ltd. 0.02% Reduce -16.0% 1,468 $255K
Lazari Capital Management, Inc. 0.11% Add +7.3% 1,456 $253K
Sutton Place Investors LLC 0.15% Add +20.1% 1,455 $253K
Secure Asset Management, LLC 0.04% New 1,455 $253K
Strait & Sound Wealth Management LLC 0.12% Reduce -32.4% 1,453 $252K
Ameliora Wealth Management Ltd. 0.10% Reduce -17.4% 1,450 $252K
Chatham Capital Group, Inc. 0.04% Add +10.4% 1,450 $252K
Smith Salley Wealth Management 0.02% Add +12.4% 1,449 $252K
Ewa, LLC 0.09% Add +8.6% 1,333 $251K
WNY Asset Management, LLC 0.03% Reduce -8.2% 1,442 $250K
Proficio Capital Partners LLC 0.02% Reduce -28.6% 1,439 $250K
Fairhaven Wealth Management, LLC 0.08% New 1,435 $249K
Walkner Condon Financial Advisors LLC 0.05% Add +3.2% 1,429 $249K
Pinnacle Bancorp, Inc. 0.07% Reduce -2.2% 1,433 $249K
Certified Advisory Corp 0.03% Reduce -2.7% 1,431 $249K
Mystic Asset Management, Inc. 0.09% No change 1,427 $248K
Alta Capital Management LLC/ 0.01% Reduce -25.6% 1,425 $247K
Leslie Global Wealth, LLC 0.12% New 1,423 $247K
Ironsides Asset Advisors, LLC 0.07% New 1,419 $246K
Stanley-Laman Group, Ltd. 0.03% New 1,419 $246K
Sterling Financial Group, Inc. 0.10% Reduce -3.4% 1,411 $245K
Kanawha Capital Management LLC 0.02% No change 1,411 $245K
Alta Wealth Advisors LLC 0.11% New 1,406 $244K
Keystone Financial Services 0.09% Add +11.6% 1,403 $244K
London Co. of Virginia 0.00% Add +15.7% 1,400 $243K
Segment Wealth Management, LLC 0.02% New 1,397 $243K
Jeppson Wealth Management, LLC 0.09% Add +2.2% 1,392 $242K
Cynosure Group, LLC 0.04% New 1,390 $241K
Meadow Creek Wealth Advisors LLC 0.19% Add +8.0% 1,386 $241K
FRG Family Wealth Advisors LLC 0.04% No change 1,385 $241K
Bay Rivers Group 0.12% Add +17.0% 1,379 $239K
Laidlaw Wealth Management LLC 0.12% Add +4.0% 1,378 $239K
Redwood Financial Network Corp 0.19% Add +17.5% 1,376 $239K
Patten & Patten Inc. 0.02% Reduce -3.5% 1,375 $239K
Norris Perne & French LLP 0.02% No change 1,373 $238K
Rational Advisors, Inc. 0.02% Reduce -3.3% 1,371 $238K
Vanguard Capital Wealth Advisors 0.25% New 1,360 $236K
Elmwood Wealth Management, Inc. 0.10% No change 1,355 $235K
Tompkins Financial Corp. 0.02% Reduce -3.6% 1,350 $234K
Impact Partnership Wealth, LLC 0.05% Add +13.9% 1,344 $233K
TCV Trust & Wealth Management, Inc. 0.02% No change 1,342 $233K
Bennett Selby Investments LP 0.10% Add +11.4% 1,340 $233K
Platform Technology Partners 0.07% Reduce -4.4% 1,339 $233K
Lwmg, LLC 0.04% Add +2.1% 1,338 $232K
Quartz Partners, LLC 0.15% — 1,336 $232K
Catalyst Private Wealth, LLC 0.11% No change 1,328 $231K
Wiser Advisor Group LLC 0.34% Add +147.8% 1,328 $231K
Diligent Investors, LLC 0.05% No change 1,325 $230K
Alhambra Investment Management LLC 0.12% No change 1,320 $229K
Mirador Capital Partners LP 0.04% Reduce -56.4% 1,319 $229K
Western Pacific Wealth Management, LP 0.15% No change 1,316 $229K
Aberdeen Wealth Management LLC 0.15% No change 1,312 $228K
Performance Wealth Partners, LLC 0.01% Add +12.6% 1,308 $227K
Newman Dignan & Sheerar, Inc. 0.05% New 1,166 $227K
Hoxton Planning & Management, LLC 0.09% No change 1,306 $227K
First County Bank 0.11% No change 1,300 $226K
Summit X, LLC 0.05% Reduce -38.5% 1,293 $225K
Forum Financial Management, LP 0.00% New 1,294 $225K
Accurate Wealth Management, LLC 0.05% New 1,199 $224K
Inspire Advisors, LLC 0.03% Reduce -11.3% 1,289 $224K
Beacon Financial Advisory LLC 0.08% Add +0.8% 1,287 $224K
E Fund Management (Hong Kong) Co., Ltd. 0.13% Reduce -91.8% 1,283 $223K
RIA Advisory Group LLC 0.08% — 1,283 $223K
Legacies Wealth LLC 0.18% No change 1,282 $223K
Winch Advisory Services, LLC 0.06% Add +5.2% 1,281 $222K
Focused Wealth Management, Inc 0.03% New 500 $221K
Enclave Advisors LLC 0.04% — 1,273 $221K
Burney Co./ 0.01% No change 1,273 $221K
Simplicity Wealth,LLC 0.02% Reduce -97.0% 1,268 $220K
Core Wealth Partners LLC 0.13% No change 1,266 $220K
Westpac Banking Corp. 0.01% New 1,263 $219K
Tower Wealth Partners, Inc. 0.13% New 1,262 $219K
TCI Wealth Advisors, Inc. 0.02% Add +6.2% 1,260 $219K
Smith & Howard Wealth Management, LLC 0.06% No change 1,260 $219K
KPP Advisory Services LLC 0.05% Reduce -68.6% 1,258 $219K
Quent Capital, LLC 0.02% Add +0.2% 1,257 $218K
IPG Investment Advisors LLC 0.05% Reduce -45.5% 1,255 $218K
Parcion Private Wealth LLC 0.02% New 1,255 $218K
Great Waters Wealth Management 0.03% Add +1.1% 1,252 $217K
Black Swift Group, LLC 0.05% Reduce -93.8% 1,250 $217K
WealthPlan Investment Management, LLC 0.02% New 1,249 $217K
United Asset Strategies, Inc. 0.02% Reduce -2.4% 1,246 $216K
First Foundation Advisors 0.01% Add +8.2% 1,245 $216K
South Street Advisors LLC 0.03% No change 1,240 $215K
Covenant Partners, LLC 0.06% Reduce -61.1% 1,239 $215K
TFC Financial Management, Inc. 0.03% Add +40.2% 1,238 $215K
Empirical Asset Management, LLC 0.08% Add +4.4% 10,519 $214K
Sage Capital Management, LLC 0.10% New 1,233 $214K
Avalon Trust Co 0.02% Reduce -26.0% 1,231 $214K
Beaumont Financial Advisors, LLC 0.02% Add +3.4% 1,225 $213K
Orrstown Financial Services Inc. 0.06% New 1,224 $213K
FinTrust Capital Advisors, LLC 0.04% Reduce -1.4% 1,223 $212K
Kestra Investment Management, LLC 0.01% New 1,223 $212K
Cross Staff Investments Inc 0.16% No change 1,218 $212K
Blodgett Wealth Advisors, LLC 0.18% Reduce -6.5% 1,215 $211K
Roanoke Asset Management Corp./ NY 0.07% New 1,214 $211K
Cannon Advisors, Inc. 0.17% — 1,184 $211K
SYM FINANCIAL Corp 0.03% Reduce -7.8% 1,212 $210K
Syntax Research, Inc. 0.14% Add +0.2% 1,201 $209K
EntryPoint Capital, LLC 0.12% Reduce -9.9% 1,200 $208K
Burns J W & Co. Inc. 0.03% New 1,200 $208K
Northwest Investment Counselors, LLC 0.05% No change 1,198 $208K
Neville Rodie & Shaw Inc. 0.02% No change 1,200 $208K
Barometer Capital Management Inc. 0.06% No change 1,193 $207K
Morling Financial Advisors, LLC 0.08% Reduce -1.9% 1,188 $206K
Chilton Investment Co. Inc. 0.01% New 1,188 $206K
First Heartland Consultants, Inc. 0.02% New 1,186 $206K
Blueshift Asset Management, LLC 0.05% New 1,184 $206K
Cullen/Frost Bankers, Inc. 0.00% Reduce -61.8% 1,183 $205K
Warren Street Wealth Advisors, LLC 0.08% No change 1,180 $205K
JBR Co Financial Management Inc 0.13% New 1,177 $204K
Keebeck Wealth Management 0.03% No change 1,170 $204K
Exchange Bank 0.17% No change 1,172 $204K
Mandatum Life Insurance Co Ltd 0.06% Reduce -18.0% 1,163 $202K
Fi3 FINANCIAL ADVISORS, LLC 0.08% New 1,160 $201K
CNB Bank 0.09% No change 1,153 $200K
FFT Wealth Management LLC 0.02% New 1,152 $200K
Twin Lakes Capital Management, LLC 0.13% No change 1,127 $196K
Ritter Daniher Financial Advisory LLC / DE 0.06% No change 1,105 $192K
Independence Bank of Kentucky 0.04% Reduce -6.0% 1,076 $187K
Coastline Trust Co 0.02% New 1,060 $184K
Versant Capital Management, Inc 0.04% Add +37.9% 1,052 $183K
Householder Group Estate & Retirement Specialist, LLC 0.05% Add +6.6% 1,050 $182K
Financial Management Professionals, Inc. 0.02% Add +16.3% 1,037 $180K
Strategic Investment Solutions, Inc. 0.05% Add +22.4% 1,004 $174K
West Tower Group, LLC 0.37% No change 1,000 $174K
Monetary Management Group Inc. 0.04% No change 1,000 $174K
Thompson Investment Management, Inc. 0.02% No change 1,000 $174K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 847 $168K
Moser Wealth Advisors, LLC 0.09% No change 965 $168K
Dudley Capital Management, LLC 0.09% Add +32.5% 959 $167K
Godsey & Gibb, Inc. 0.02% Reduce -25.6% 948 $165K
Highline Wealth Partners LLC 0.05% Add +137.5% 943 $164K
Liberty One Investment Management, LLC 0.02% Reduce -6.2% 902 $157K
Plante Moran Financial Advisors, LLC 0.01% No change 899 $156K
Truvestments Capital LLC 0.04% New 883 $153K
Park Place Capital Corp 0.04% Add +55.8% 880 $153K
Pflug Koory, LLC 0.01% — 868 $151K
Planned Solutions, Inc. 0.06% New 843 $146K
Jamison Private Wealth Management, Inc. 0.02% Add +44.3% 841 $146K
CKW Financial Group 0.02% No change 850 $146K
WealthCollab, LLC 0.10% Add +30.9% 835 $145K
Mark Sheptoff Financial Planning, LLC 0.07% Reduce -17.9% 804 $140K
NCP Inc. 0.08% New 800 $139K
Hexagon Capital Partners LLC 0.03% No change 795 $138K
Atticus Wealth Management, LLC 0.04% No change 775 $135K
Key Financial Inc 0.03% No change 733 $127K
New Potomac Partners, LLC 0.06% New 725 $126K
Concord Wealth Partners 0.02% Add +103.7% 717 $125K
Wintrust Investments LLC 0.09% Reduce -89.9% 711 $123K
Nkcfo LLC 0.06% Reduce -85.4% 700 $122K
Indiana Trust & Investment Management Co 0.04% No change 688 $119K
Ransom Advisory, Ltd 0.05% No change 636 $110K
Blue Chip Partners, LLC 0.01% New 608 $106K
Jaffetilchin Investment Partners, LLC 0.01% New 588 $102K
Frazier Financial Advisors, LLC 0.08% Reduce -37.6% 583 $101K
Denver PWM, LLC 0.04% Reduce -12.8% 561 $97K
Cherry Tree Wealth Management, LLC 0.02% No change 553 $96K
Tidemark, LLC 0.04% Add +0.2% 520 $90K
Sound Income Strategies, LLC 0.01% No change 517 $90K
Chelsea Counsel Co. 0.04% Add +25.0% 500 $87K
Pingora Partners LLC 0.06% No change 500 $87K
CarsonAllaria Wealth Management, Ltd. 0.05% No change 500 $87K
Pinnacle Holdings, LLC 0.04% No change 500 $87K
WFA of San Diego, LLC 0.07% No change 476 $83K
Voisard Asset Management Group, Inc. 0.03% New 475 $82K
Accent Capital Management, LLC 0.05% No change 470 $82K
Birchbrook, Inc. 0.05% No change 471 $82K
Oakworth Capital, Inc. 0.01% Add +522.2% 448 $78K
Ashton Thomas Securities, LLC 0.01% New 444 $77K
Advisors Preferred, LLC 0.01% New 443 $76K
Bruce G. Allen Investments, LLC 0.06% Reduce -43.8% 435 $76K
Tsfg, LLC 0.02% Add +18.2% 429 $75K
Eagle Bay Advisors LLC 0.03% Add +8.9% 428 $75K
Rise Advisors, LLC 0.04% Reduce -24.4% 428 $74K
Silicon Valley Capital Partners 0.01% Add +0.2% 427 $74K
Brooklyn Investment Group 0.02% New 422 $73K
Alpine Bank Wealth Management 0.01% — 421 $73K
Roble, Belko & Company, Inc 0.01% No change 421 $73K
Gen-Wealth Partners Inc 0.03% New 374 $73K
Hoey Investments, Inc. 0.01% No change 410 $71K
Elevation Wealth Partners, LLC 0.03% No change 405 $70K
Johnson Financial Group, Inc. 0.00% Add +65.8% 403 $70K
PSI Advisors, LLC 0.02% Reduce -5.0% 403 $70K
Adirondack Trust Co. 0.03% Add +14.2% 402 $70K
Luken Investment Analytics, LLC 0.03% No change 400 $69K
Lowe Wealth Advisors, LLC 0.03% Reduce -11.5% 400 $69K
M&R Capital Management Inc. 0.02% No change 400 $69K
Infrastructure Capital Advisors, LLC 0.01% Reduce -73.3% 400 $69K
Richardson Financial Services Inc. 0.04% Add +9.1% 395 $69K
BOK Financial Private Wealth, Inc. 0.00% No change 390 $68K
Pin Oak Investment Advisors Inc. 0.06% Add +49.8% 391 $67K
MRP Capital Investments, LLC 0.06% New 370 $64K
Nvwm, LLC 0.02% No change 366 $64K
Boyd Watterson Asset Management LLC 0.02% Reduce -2.2% 354 $61K
Oarsman Capital, Inc. 0.01% New 354 $61K
Clear Point Advisors Inc. 0.05% Add +11.7% 353 $61K
Fortitude Family Office, LLC 0.02% Add +386.1% 350 $61K
Peterson Wealth Services 0.02% New 350 $61K
Operose Advisors LLC 0.02% Add +28.8% 344 $60K
Baldwin Wealth Partners LLC 0.00% Add +8.0% 339 $59K
Logan Capital Management Inc. 0.00% Add +20.1% 334 $58K
Ulland Investment Advisors, LLC 0.04% New 333 $58K
Hoese & Co LLP 0.05% No change 333 $58K
Beacon Capital Management, LLC 0.01% Add +121.1% 325 $56K
First PREMIER Bank 0.01% No change 316 $55K
Clean Yield Group 0.02% New 316 $55K
JNBA Financial Advisors 0.01% No change 314 $55K
True Wealth Design, LLC 0.02% Reduce -8.7% 305 $53K
Richardson Capital Management LLC 0.04% No change 303 $53K
Transcendent Capital Group LLC 0.03% New 300 $52K
Spirit of America Management Corp. 0.01% No change 300 $52K
First Financial Corp. 0.02% No change 297 $52K
Tradewinds Capital Management, LLC 0.01% Add +84.4% 295 $51K
Hazlett, Burt & Watson, Inc. 0.02% Add +6.1% 296 $51K
Creekmur Asset Management LLC 0.01% Add +70.7% 285 $49K
Vestor Capital, LLC 0.00% New 283 $49K
McIlrath & Eck, LLC 0.01% Reduce -36.3% 268 $47K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 266 $46K
Jackson Square Partners, LLC 0.00% Reduce -43.6% 261 $45K
West Oak Capital, LLC 0.02% No change 255 $44K
Cassady Schiller Wealth Management, LLC 0.02% No change 253 $44K
Heritage Wealth Advisors 0.00% No change 250 $43K
Manchester Capital Management LLC 0.01% Add +454.6% 244 $42K
Aspect Partners, LLC 0.02% Add +22.3% 241 $42K
Elequin Capital, LP 0.09% Add +120.2% 240 $42K
Tucker Asset Management LLC 0.01% Reduce -73.2% 237 $41K
Old Second National Bank of Aurora 0.01% Add +169.8% 232 $40K
Bell Investment Advisors, Inc 0.01% Reduce -2.1% 228 $40K
North Star Investment Management Corp. 0.00% Add +7.2% 223 $39K
Abound Wealth Management 0.01% Add +6.2% 222 $38K
American Capital Advisory, LLC 0.02% New 221 $38K
Valued Wealth Advisors LLC 0.02% No change 215 $37K
MV Capital Management, Inc. 0.00% Add +27.4% 214 $37K
Naples Money Management LLC 0.03% New 200 $35K
CoreFirst Bank & Trust 0.02% New 200 $35K
Sachetta, LLC 0.01% No change 200 $35K
Chilton Capital Management LLC 0.00% Reduce -67.5% 200 $35K
Tanglewood Legacy Advisors, LLC 0.02% No change 199 $35K
Carolinas Wealth Consulting LLC 0.01% Reduce -3.9% 197 $34K
Foster Dykema Cabot & Partners, LLC 0.00% New 196 $34K
Capital Advisors, Ltd. LLC 0.00% No change 197 $34K
Archer Investment Corp 0.01% Add +48.1% 191 $33K
First Community Trust NA 0.03% No change 187 $32K
Sugarloaf Wealth Management, LLC 0.01% Add +77.1% 186 $32K
Caitlin John, LLC 0.02% Reduce -74.6% 171 $32K
Towne Trust Company, N.A 0.01% No change 177 $31K
REAP Financial Group, LLC 0.01% New 176 $31K
Fairscale Capital, LLC 0.03% No change 170 $30K
NewSquare Capital LLC 0.00% No change 165 $29K
FWL Investment Management, LLC 0.01% No change 162 $28K
Horizon Financial Services, LLC 0.02% No change 158 $27K
Olistico Wealth, LLC 0.02% No change 157 $27K
HBC Financial Services, PLLC 0.02% No change 140 $27K
Hemington Wealth Management 0.01% New 142 $27K
Bangor Savings Bank 0.00% No change 153 $27K
Gilliland Jeter Wealth Management LLC 0.01% No change 147 $26K
Reston Wealth Management LLC 0.01% New 146 $25K
Albion Financial Group 0.00% Add +16.1% 144 $25K
Kathleen S. Wright Associates Inc. 0.01% No change 142 $25K
Davis Capital Management 0.02% Add +5.2% 141 $24K
Cornerstone Planning Group LLC 0.01% Reduce -8.5% 118 $23K
Abich Financial Wealth Management LLC 0.05% Reduce -38.0% 129 $22K
Caldwell Sutter Capital, Inc. 0.01% Reduce -66.0% 129 $22K
Flaharty Asset Management, LLC 0.00% New 129 $22K
CGC Financial Services, LLC 0.01% Add +27.0% 127 $22K
SouthState Bank Corp 0.00% No change 127 $22K
Steph & Co. 0.01% No change 124 $22K
Bull Oak Capital, LLC 0.01% No change 123 $21K
Evergreen Private Wealth LLC 0.01% No change 123 $21K
Center for Financial Planning, Inc. 0.00% New 120 $21K
Westside Investment Management, Inc. 0.00% No change 122 $21K
Northwest Capital Management Inc 0.01% No change 115 $20K
SRH Advisors, LLC 0.01% No change 113 $20K
FSA Wealth Management LLC 0.01% — 112 $19K
Legacy Investment Solutions, LLC 0.01% — 102 $19K
Legacy Wealth Managment, LLC 0.01% — 102 $19K
Kozak & Associates, Inc. 0.00% No change 101 $19K
Washington Trust Advisors, Inc. 0.00% Reduce -8.7% 105 $18K
Financial Avengers, Inc. 0.01% New 105 $18K
Mb, Levis & Associates, LLC 0.01% No change 104 $18K
Fairway Wealth LLC 0.01% New 104 $18K
Raffa Wealth Management, LLC 0.00% No change 104 $18K
Cohen & Steers, Inc. 0.00% Reduce -60.0% 102 $18K
Lam Group, Inc. 0.01% No change 100 $17K
Sittner & Nelson, LLC 0.01% No change 100 $17K
Biglari Capital Corp. 0.00% No change 100 $17K
Aspire Private Capital, LLC 0.00% No change 98 $17K
Cyrus J. Lawrence, LLC 0.00% No change 100 $17K
Carmichael Hill & Associates, Inc. 0.01% Add +5.7% 93 $16K
Pacifica Partners Inc. 0.01% No change 85 $15K
Iron Horse Wealth Management, LLC 0.00% No change 83 $14K
Pacific Capital Wealth Advisors, Inc. 0.00% Add +35.0% 81 $14K
Signature Resources Capital Management, LLC 0.01% No change 80 $14K
Stone House Investment Management, LLC 0.00% Reduce -27.8% 78 $14K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.01% Reduce -97.1% 75 $13K
TD Capital Management LLC 0.00% Add +825.0% 74 $13K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 73 $13K
Activest Wealth Management 0.00% Add +0.0% 70 $12K
Cedar Wealth Management, LLC 0.00% Reduce -23.9% 70 $12K
Main Street Group, LTD 0.01% Reduce -31.6% 65 $11K
Paladin Wealth, LLC 0.01% — 63 $11K
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% No change 60 $10K
Darwin Wealth Management, LLC 0.00% New 60 $10K
ESL Trust Services, LLC 0.00% No change 57 $10K
Kennebec Savings Bank 0.01% — 56 $10K
Fairman Group, LLC 0.01% No change 52 $9K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -94.6% 50 $9K
Stephens Consulting, LLC 0.00% No change 50 $9K
Bellevue Asset Management, LLC 0.00% No change 50 $9K
City Holding Co. 0.00% New 50 $9K
Glass Jacobson Investment Advisors llc 0.00% Reduce -96.0% 47 $8K
Rogco, LP 0.00% No change 45 $8K
HHM Wealth Advisors, LLC 0.00% New 42 $7K
Colonial Trust Advisors 0.00% Reduce -61.0% 41 $7K
PFS Partners, LLC 0.00% New 40 $7K
Estabrook Capital Management 0.00% No change 40 $7K
Peoples Financial Services Corp. 0.00% No change 39 $7K
Pathway Financial Advisers, LLC 0.00% Reduce -2.6% 38 $7K
Webster Bank, N. A. 0.00% No change 36 $6K
SJS Investment Consulting Inc. 0.00% No change 35 $6K
Talon Private Wealth, LLC 0.00% — 35 $6K
Mendota Financial Group, LLC 0.00% New 34 $6K
Copley Financial Group, Inc. 0.01% — 33 $6K
Anfield Capital Management, LLC 0.00% No change 33 $6K
DecisionPoint Financial, LLC 0.00% No change 32 $6K
Richard W. Paul & Associates, LLC 0.00% No change 30 $5K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 29 $5K
Proffitt & Goodson Inc. 0.00% New 27 $5K
POM Investment Strategies, LLC 0.00% Reduce -89.5% 26 $5K
Planning Capital Management Corp 0.00% Reduce -96.5% 25 $4K
Founders Capital Management 0.00% No change 24 $4K
Salomon & Ludwin, LLC 0.00% No change 23 $4K
Kings Path Partners LLC 0.00% No change 19 $3K
TruNorth Capital Management, LLC 0.00% No change 19 $3K
First Command Advisory Services, Inc. 0.00% New 18 $3K
MCF Advisors LLC 0.00% No change 15 $3K
Bank of New Hampshire 0.00% No change 15 $3K
Macroview Investment Management LLC 0.00% No change 11 $2K
Dagco, Inc. 0.00% No change 11 $2K
Delta Asset Management LLC 0.00% New 10 $2K
Investment Research & Advisory Group, Inc. 0.00% No change 8 $1K
Robinswood Financial LLC 0.00% No change 8 $1K
Nemes Rush Group LLC 0.00% No change 10 $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 $869
Annapolis Financial Services, LLC 0.00% New 4 $610
Providence Capital Advisors, LLC 0.00% No change 3 $521
DHJJ Financial Advisors, Ltd. 0.00% No change 2 $348
Earned Wealth Advisors, LLC 0.00% New 2 $347
West Branch Capital LLC 0.00% New 1 $134
Coston, McIsaac & Partners 0.00% No change 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.