Trane TechnologiesTT

13F holders, Q4 2024 (December 31)
1,568holders +95
107new positions
82sold out
11famous investors
$369.49avg. 13F price*

At the end of Q4 2024, 1,568 institutions reported holding Trane Technologies PLC (TT) in their 13F filings, up 95 from Q3 2024. 107 opened new positions and 82 sold out. The largest holders were BlackRock, Inc. ($8.9B), Vanguard Group Inc. ($7.1B) and JPMorgan Chase & Co. ($5.3B). 11 famous investors held it, including Ken Fisher (0.3% of Fisher Asset Management's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Israel Englander (0.2% of Millennium Management's portfolio).

Company
Trane Technologies PLC
Sector
Industrials
CUSIP
G8994E103
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions107$452.8M
Exits82$664.2M

All 13F filers, Q3 2024 → Q4 2024: 12,610,892 shares bought and 10,797,853 shares sold, net +1,813,039 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,568 holders

BlackRock, Inc. 0.18% Add +10.0% 24,176,323 $8.9B
Vanguard Group Inc. 0.12% Add +0.8% 19,235,570 $7.1B
JPMorgan Chase & Co. 0.42% Reduce -8.6% 14,314,109 $5.3B
FMR LLC 0.23% Add +0.2% 10,357,926 $3.8B
State Street Corp. 0.15% Add +3.8% 10,135,416 $3.7B
Geode Capital Management, LLC 0.14% Add +2.9% 4,775,263 $1.8B
Morgan Stanley 0.11% Add +26.2% 4,093,172 $1.5B
Ameriprise Financial Inc. 0.32% Add +4.1% 3,343,390 $1.2B
Norges Bank 0.15% Add +2.6% 3,026,440 $1.1B
Bank of New York Mellon Corp 0.20% Reduce -3.8% 2,906,809 $1.1B
Northern Trust Corp. 0.13% Add +20.1% 2,567,527 $948.3M
Franklin Resources Inc. 0.25% Reduce -5.7% 2,420,994 $894.2M
Nuveen Asset Management, LLC 0.24% Add +1.6% 2,332,626 $861.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.20% Add +8.3% 2,319,287 $856.6M
Bank of America Corp. 0.08% Reduce -17.1% 2,275,343 $840.4M
Royal Bank of Canada 0.17% Add +8.1% 2,107,907 $778.6M
Fisher Asset Management 0.30% Reduce -0.7% 2,022,151 $746.9M
Goldman Sachs Group Inc. 0.14% Add +43.5% 1,937,712 $715.7M
Massachusetts Financial Services Co. 0.21% Reduce -27.9% 1,838,856 $679.2M
UBS Group AG 0.15% Add +2.0% 1,767,999 $653.0M
Legal & General Group Plc 0.17% Add +4.5% 1,765,805 $652.2M
Raymond James Financial Inc. 0.23% — 1,655,127 $611.3M
Amundi 0.21% Reduce -3.0% 1,563,632 $603.7M
Invesco Ltd. 0.11% Reduce -0.7% 1,572,154 $580.7M
Alphinity Investment Management Pty Ltd 3.06% Reduce -23.8% 1,523,713 $562.8M
Pictet Asset Management Holding SA 0.60% Reduce -7.6% 1,504,896 $555.8M
Robeco Institutional Asset Management B.V. 0.93% Reduce -8.0% 1,324,112 $489.1M
T. Rowe Price Associates Inc. 0.05% Add +4.6% 1,258,480 $464.8M
Charles Schwab Investment Management Inc. 0.09% Add +1.8% 1,248,083 $461.0M
Capital World Investors 0.07% Add +7.0% 1,186,197 $438.1M
Winslow Capital Management, LLC 1.55% Reduce -15.3% 1,183,229 $437.0M
Principal Financial Group Inc. 0.24% Reduce -4.4% 1,177,456 $434.9M
Arrowstreet Capital, Limited Partnership 0.32% Add +3.3% 1,082,753 $399.9M
TD Asset Management Inc 0.35% Add +6.0% 1,079,456 $398.7M
Janus Henderson Group PLC 0.20% Reduce -2.7% 1,061,695 $392.2M
Nordea Investment Management AB 0.38% Add +43.0% 978,275 $361.9M
Allianz Asset Management GmbH 0.52% Reduce -1.0% 962,942 $355.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.73% Add +5.6% 930,713 $343.8M
Deutsche Bank AG 0.13% Add +47.3% 867,428 $320.4M
ABN AMRO Bank N.V. 4.23% Reduce -14.2% 856,497 $313.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.34% Add +181.2% 847,113 $312.9M
Federated Hermes, Inc. 0.66% Reduce -5.8% 809,935 $299.2M
Mackenzie Financial Corp. 0.40% Reduce -32.9% 795,660 $293.9M
Dimensional Fund Advisors LP 0.07% Add +10.0% 793,607 $293.1M
Aberdeen Group plc 0.52% Reduce -28.4% 748,039 $276.8M
Qube Research & Technologies Ltd 0.44% Add +178.3% 736,093 $271.9M
Ninety One UK Ltd 0.72% Reduce -18.5% 724,178 $267.5M
Swedbank AB 0.30% Reduce -9.9% 670,428 $247.6M
Swiss National Bank 0.16% Reduce -5.2% 637,503 $235.5M
Wellington Management Group LLP 0.04% Reduce -14.7% 621,472 $229.5M
Man Group plc 0.71% Add +15.4% 614,934 $227.1M
Wells Fargo & Company 0.05% Reduce -2.8% 590,034 $217.9M
Sumitomo Mitsui Trust Group, Inc. 0.14% Add +1.1% 573,573 $211.8M
National Pension Service 0.20% Reduce -4.5% 571,457 $211.1M
Los Angeles Capital Management LLC 0.85% Add +16.1% 566,893 $209.4M
Millennium Management 0.17% Reduce -19.7% 525,275 $194.0M
Royal London Asset Management Ltd. 0.46% Reduce -1.0% 510,503 $188.6M
National Bank of Canada 0.22% Add +53.0% 454,949 $168.0M
Bank Julius Baer & Co. Ltd, Zurich 0.52% Add +455.2% 427,226 $168.0M
AQR Capital Management 0.22% Add +12.2% 453,544 $167.5M
Fenimore Asset Management Inc 3.50% Reduce -2.0% 450,661 $166.5M
Panagora Asset Management Inc. 0.77% Reduce -2.0% 449,850 $166.2M
Barclays PLC 0.08% Reduce -21.5% 448,891 $165.8M
Rhumbline Advisers 0.14% Reduce -4.0% 436,552 $161.2M
Impax Asset Management Group plc 0.71% Reduce -14.3% 427,315 $157.8M
Manufacturers Life Insurance Company, The 0.14% Reduce -13.2% 423,338 $156.4M
DekaBank Deutsche Girozentrale 0.28% No change 419,951 $153.1M
California Public Employees Retirement System 0.10% Reduce -4.0% 404,403 $149.4M
Saturna Capital Corp. 2.02% Reduce -0.0% 403,779 $149.1M
Alecta Tjanstepension Omsesidigt 0.78% No change 400,000 $147.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.30% — 398,677 $147.3M
Squarepoint Ops LLC 0.38% Add +203.6% 397,216 $146.7M
Citadel Advisors 0.14% Reduce -48.0% 397,062 $146.7M
Brown Advisory Inc. 0.18% Reduce -4.1% 389,831 $144.0M
Eventide Asset Management, LLC 2.60% Reduce -36.1% 386,847 $142.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.13% Add +7.3% 364,804 $139.1M
BNP Paribas Financial Markets 0.11% New 373,627 $138.0M
Truist Financial Corp. 0.21% Reduce -1.0% 369,823 $136.6M
Lansforsakringar Fondforvaltning AB (publ) 0.51% — 367,228 $135.6M
New York State Common Retirement Fund 0.18% Add +1.2% 365,429 $135.0M
Russell Investments Group, Ltd. 0.19% Add +9.5% 364,989 $134.8M
HSBC Holdings PLC 0.08% Reduce -19.7% 362,315 $133.9M
California State Teachers Retirement System 0.16% Reduce -1.4% 360,654 $133.2M
Mariner, LLC 0.22% Add +4.1% 359,268 $132.7M
Bank of Montreal 0.07% Reduce -8.8% 359,068 $132.6M
Loomis Sayles & Co. L P 0.17% Reduce -2.6% 355,337 $131.2M
Aristotle Capital Management, LLC 0.25% Reduce -11.0% 346,555 $128.0M
Aviva PLC 0.33% Reduce -3.7% 342,195 $126.4M
Two Sigma Investments, LP 0.30% Add +85.0% 334,452 $123.5M
Worldquant Millennium Advisors LLC 0.78% Add +2.7% 324,311 $119.8M
Sei Investments Co. 0.14% Reduce -9.3% 300,801 $111.1M
Envestnet Asset Management Inc. 0.04% Add +8.8% 298,261 $110.2M
Credit Agricole S A 0.37% Add +4.2% 297,028 $109.7M
Corient Private Wealth LP 0.18% Reduce -0.3% 295,742 $108.8M
Balyasny Asset Management L.P. 0.26% Add +0.6% 294,342 $108.7M
PNC Financial Services Group, Inc. 0.07% Add +0.6% 291,214 $107.6M
Schroder Investment Management Group 0.10% Add +0.9% 282,394 $104.7M
Caisse Des Depots Et Consignations 4.84% — 266,846 $98.6M
Magellan Asset Management Ltd 1.07% Reduce -63.7% 262,526 $97.0M
Victory Capital Management Inc. 0.10% Add +38.4% 262,357 $96.9M
Caisse de depot et placement du Quebec 0.20% Add +201.0% 260,275 $96.1M
CCLA Investment Management 1.49% Reduce -13.4% 254,881 $94.2M
Meyer Handelman Co. 3.25% Reduce -0.8% 254,560 $94.0M
Adage Capital Partners Gp, L.L.C. 0.16% Reduce -25.1% 243,235 $89.8M
Canada Pension Plan Investment Board 0.08% Add +15.3% 237,648 $87.8M
Alliancebernstein L.P. 0.03% Reduce -22.3% 234,607 $86.7M
Two Sigma Advisers, LP 0.20% Add +73.2% 229,800 $84.9M
Teacher Retirement System of Texas 0.29% Add +25.9% 220,483 $81.4M
Aristotle Atlantic Partners, LLC 2.55% Reduce -4.8% 219,179 $81.0M
First Trust Advisors LP 0.07% Add +80.3% 218,934 $80.9M
State Board of Administration of Florida Retirement System 0.15% Reduce -3.9% 215,692 $79.7M
Lord, Abbett & Co. LLC 0.25% Add +2.1% 207,372 $76.6M
ING Groep NV 0.51% Reduce -20.2% 204,040 $75.4M
LPL Financial LLC 0.03% Add +30.4% 201,404 $74.4M
Korea Investment CORP 0.18% Add +29.5% 201,329 $74.4M
Teza Capital Management LLC 11.17% Add +7644.9% 199,664 $73.7M
Lazard Asset Management LLC 0.12% Add +8.0% 198,110 $73.2M
Vontobel Holding Ltd. 0.25% Reduce -14.5% 195,155 $72.1M
Moran Wealth Management, LLC 2.20% Add +10.8% 187,093 $69.1M
Artisan Partners Limited Partnership 0.10% New 183,130 $67.6M
AustralianSuper Pty Ltd 0.31% Add +470.9% 179,794 $66.4M
Storebrand Asset Management As 0.20% Add +18.9% 174,654 $64.5M
Stifel Financial Corp. 0.07% Add +1.6% 172,706 $63.8M
New York State Teachers Retirement System 0.13% Reduce -4.7% 172,453 $63.7M
Compagnie Lombard Odier SCmA 0.92% Reduce -29.8% 168,363 $62.2M
Natixis Advisors, LLC 0.12% Add +23.5% 167,348 $61.8M
Neuberger Berman Group LLC 0.05% Reduce -6.7% 166,429 $61.5M
Fosse Capital Partners LLP 22.73% No change 166,317 $61.4M
Citigroup Inc. 0.06% Reduce -47.0% 162,561 $60.0M
Advisors Capital Management, LLC 0.94% Add +2.5% 160,686 $59.3M
Skandinaviska Enskilda Banken AB (publ) 0.26% Add +58.3% 157,053 $58.2M
Danske Bank A/S 0.17% Reduce -20.6% 155,559 $57.5M
Achmea Investment Management B.V. 0.94% Reduce -12.6% 155,545 $57.5M
Mitsubishi UFJ Trust & Banking Corp 0.13% Reduce -0.1% 154,239 $57.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.16% Add +5.8% 153,169 $56.6M
Bank of Nova Scotia 0.10% Add +18.9% 147,386 $54.4M
APG Asset Management N.V. 0.15% Add +367.6% 152,295 $54.3M
Jane Street Group, LLC 0.09% Add +136.8% 146,797 $54.2M
State of Wisconsin Investment Board 0.14% Reduce -5.3% 144,343 $53.3M
Clearbridge Investments, LLC 0.04% Reduce -12.9% 132,745 $49.0M
Anchor Capital Advisors LLC 1.38% Reduce -6.2% 130,983 $48.4M
Nisa Investment Advisors, LLC 0.18% Add +45.8% 128,762 $47.6M
Holocene Advisors, LP 0.15% New 126,000 $46.5M
Glenmede Trust Co. NA 0.23% Reduce -1.1% 119,834 $44.3M
HighTower Advisors, LLC 0.06% Add +0.2% 119,038 $44.0M
Chevy Chase Trust Holdings, LLC 0.13% Reduce -2.4% 118,924 $43.9M
Thrivent Financial for Lutherans 0.08% Reduce -1.4% 116,306 $43.2M
KLP Kapitalforvaltning As 0.20% — 114,183 $42.2M
Capital Fund Management S.A. 0.41% New 112,334 $41.5M
Janney Montgomery Scott LLC 0.11% Add +0.7% 111,981 $41.4M
Commerce Bank 0.25% Reduce -0.1% 111,638 $41.2M
Kayne Anderson Rudnick Investment Management LLC 0.09% Add +5.7% 109,096 $40.3M
AXA S.A. 0.12% Reduce -29.5% 108,890 $40.2M
Trillium Asset Management, LLC 0.99% Reduce -3.1% 103,722 $38.3M
M&T Bank Corp 0.13% Reduce -1.6% 103,708 $38.3M
Treasurer of the State of North Carolina 0.15% Add +0.7% 101,567 $37.5M
KCM Investment Advisors LLC 1.30% Reduce -0.5% 101,340 $37.4M
Public Employees Retirement System of Ohio 0.13% Reduce -4.7% 99,314 $36.7M
Peapack Gladstone Financial Corp. 0.52% Reduce -1.9% 97,820 $36.1M
Daiwa Securities Group Inc. 0.16% Add +27.6% 97,813 $36.1M
NZS Capital, LLC 1.53% Reduce -35.7% 97,155 $35.9M
William Blair Investment Management, LLC 0.09% Reduce -23.8% 96,054 $35.5M
Asset Management One Co., Ltd. 0.12% Add +5.4% 94,699 $35.4M
Susquehanna International Group, LLP 0.05% Reduce -6.9% 95,519 $35.3M
Gabelli Funds LLC 0.27% Reduce -1.9% 94,191 $34.8M
Eagle Global Advisors LLC 1.41% Reduce -0.1% 93,143 $34.4M
STRS Ohio 0.13% Reduce -17.2% 90,345 $33.4M
Mn Services Vermogensbeheer B.V. 0.22% Add +3.1% 90,273 $33.3M
American Century Companies Inc. 0.02% Add +151.8% 90,053 $33.3M
Parnassus Investments, LLC 0.07% Reduce -1.3% 88,575 $32.7M
Aware Super Pty Ltd as trustee of Aware Super 0.51% — 86,632 $32.0M
State of New Jersey Common Pension Fund D 0.12% Reduce -1.0% 83,091 $30.7M
State of Tennessee, Department of Treasury 0.11% Reduce -9.4% 82,120 $30.3M
Wealth Enhancement Advisory Services, LLC 0.06% Add +37.6% 81,325 $30.0M
Tidal Investments LLC 0.24% Add +409.9% 80,695 $29.8M
Acadian Asset Management LLC 0.08% Reduce -14.1% 78,507 $29.0M
J. Safra Sarasin Holding AG 0.48% Add +453.1% 77,022 $28.4M
SG Americas Securities, LLC 0.12% Add +743.3% 76,189 $28.1M
Forsta Ap-Fonden 0.19% Reduce -1.7% 74,200 $27.4M
Rathbones Group PLC 0.13% Reduce -1.0% 73,819 $27.3M
Cerity Partners LLC 0.06% Reduce -18.0% 71,384 $27.2M
US Bancorp \de 0.04% Reduce -1.1% 73,111 $27.0M
Castleark Management LLC 0.94% New 73,090 $27.0M
Ensign Peak Advisors, Inc 0.05% Add +42.8% 71,632 $26.5M
Commonwealth Equity Services, LLC 0.04% Add +4.9% 71,622 $26.5M
Insigneo Advisory Services, LLC 2.72% Reduce -0.0% 71,231 $26.3M
Fullerton Fund Management Co Ltd. 0.89% Reduce -0.9% 68,794 $25.4M
Nomura Asset Management Co. Ltd. 0.08% Add +2.7% 68,336 $25.2M
Creative Planning 0.02% Add +7.8% 67,683 $25.0M
TCW Group Inc. 0.20% Add +64.4% 65,629 $24.2M
Arizona State Retirement System 0.15% Add +0.3% 65,090 $24.0M
State of Michigan Retirement System 0.12% Add +5.0% 64,513 $23.8M
Jupiter Asset Management Ltd. 0.23% Add +6673.3% 64,346 $23.8M
Trexquant Investment LP 0.27% Add +18.1% 63,087 $23.3M
MetLife Investment Management, LLC 0.13% Add +1.3% 62,989 $23.3M
Adams Diversified Equity Fund, Inc. 0.86% No change 61,200 $22.6M
PGGM Investments 0.30% Add +9.8% 61,033 $22.5M
NBT Bank, N.A. 1.57% Reduce -0.1% 60,877 $22.5M
Northwest & Ethical Investments L.P. 0.60% Reduce -11.0% 60,159 $22.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.23% Reduce -2.8% 60,136 $22.2M
Swiss Life Asset Management Ltd 0.16% Reduce -23.5% 59,967 $22.1M
Cetera Investment Advisers 0.05% Add +6.8% 58,990 $21.8M
DNB Asset Management AS 0.09% Add +2.3% 58,966 $21.8M
Bailard, Inc. 0.55% Reduce -6.0% 58,068 $21.4M
Jump Financial, LLC 0.46% Add +3.2% 57,494 $21.2M
Steward Partners Investment Advisory, LLC 0.19% Add +0.8% 57,374 $21.2M
Corebridge Financial, Inc. 0.11% Add +0.2% 57,146 $21.1M
First Nebraska Trust Co 2.02% Add +0.0% 56,654 $20.9M
KBC Group NV 0.06% Add +9.8% 56,476 $20.9M
Voya Investment Management LLC 0.03% Reduce -5.3% 56,080 $20.7M
Zacks Investment Management 0.19% Add +2.8% 54,324 $20.1M
Engineers Gate Manager LP 0.35% Reduce -16.4% 54,265 $20.0M
Aquatic Capital Management LLC 0.53% Add +144.1% 53,010 $19.6M
GDS Wealth Management 1.77% Add +1.9% 52,746 $19.5M
FineMark National Bank & Trust 0.68% Reduce -3.7% 52,509 $19.4M
Banque Transatlantique SA 0.49% — 51,350 $19.3M
Van Eck Associates Corp. 0.02% Add +4.9% 52,058 $19.2M
Globeflex Capital L P 1.63% New 52,000 $19.2M
Essential Planning, LLC. 0.12% Add +6400.0% 47,970 $19.0M
Walter Public Investments Inc. 3.36% Reduce -8.9% 50,887 $18.8M
Woodline Partners LP 0.13% Add +1033.6% 50,141 $18.5M
Empowered Funds, LLC 0.27% Add +136.0% 49,638 $18.3M
Amalgamated Bank 0.15% Reduce -3.6% 49,344 $18.2M
Czech National Bank 0.17% Add +6.1% 48,790 $18.0M
Retirement Systems of Alabama 0.07% Reduce -1.9% 48,720 $18.0M
Prudential PLC 0.09% Reduce -16.3% 48,204 $17.8M
EULAV Asset Management 0.43% Add +65.5% 48,000 $17.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.11% Reduce -2.6% 47,847 $17.7M
Quadrature Capital Ltd 0.35% Add +1890.0% 47,840 $17.7M
Alyeska Investment Group, L.P. 0.07% Add +49.9% 47,418 $17.5M
Varma Mutual Pension Insurance Co 0.13% Reduce -18.8% 47,211 $17.4M
Osaic Holdings, Inc. 0.04% Add +30.3% 63,393 $17.4M
Tredje AP-fonden 0.15% No change 46,500 $17.2M
Verition Fund Management LLC 0.09% Add +200.4% 45,897 $17.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.17% Reduce -2.6% 45,649 $16.9M
Isthmus Partners, LLC 2.05% Reduce -9.7% 45,637 $16.9M
DE Burlo Group Inc. 2.24% Reduce -9.4% 45,350 $16.8M
QRG Capital Management, Inc. 0.17% Add +4.4% 45,327 $16.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.10% Add +14.4% 43,214 $16.0M
HRT Financial LP 0.08% Reduce -10.8% 42,325 $15.6M
Xponance LLC 0.14% Add +4.1% 42,178 $15.6M
Agf Management Ltd. 0.08% Add +4.3% 41,885 $15.5M
Fulcrum Capital LLC 3.24% Reduce -1.7% 41,883 $15.5M
Railway Pension Investments Ltd 0.20% Add +24.8% 41,800 $15.4M
Prudential Financial Inc. 0.02% Reduce -22.5% 41,690 $15.4M
Nissay Asset Management Corp. /Japan 0.09% Add +13.2% 40,336 $15.1M
Burney Co./ 0.53% Add +116.0% 40,441 $14.9M
Bornite Capital Management LP 2.00% Add +14.9% 40,200 $14.8M
Dnca Finance 1.18% Reduce -23.8% 40,000 $14.8M
D. E. Shaw & Co. 0.02% Add +6.8% 39,099 $14.4M
LGT Group Foundation 0.22% Reduce -15.8% 38,814 $14.3M
Mercer Global Advisors Inc. 0.04% Reduce -9.9% 38,789 $14.3M
World Investment Advisors 0.39% Add +11.9% 38,691 $14.3M
LRI Investments, LLC 1.35% Reduce -0.2% 40,390 $14.2M
Allspring Global Investments Holdings, LLC 0.02% Reduce -44.8% 37,514 $14.0M
TD Waterhouse Canada Inc. 0.11% Add +3.1% 37,918 $14.0M
ProShare Advisors LLC 0.03% Add +10.5% 37,595 $13.9M
Utah Retirement Systems 0.15% Add +0.3% 37,554 $13.9M
Birch Hill Investment Advisors LLC 0.64% No change 37,502 $13.9M
Pathstone Holdings, LLC 0.06% Reduce -10.8% 37,298 $13.8M
Allianz SE 0.35% No change 36,383 $13.5M
Atria Investments, Inc 0.17% Reduce -5.6% 36,503 $13.5M
Renaissance Technologies 0.02% New 36,268 $13.4M
NatWest Group plc 3.93% Add +12.4% 35,936 $13.3M
Cibc World Markets Corp. 0.08% Add +15.8% 35,515 $13.1M
Shelton Capital Management 0.32% Add +31.1% 35,003 $12.9M
Generali Asset Management SPA SGR 0.33% — 34,787 $12.8M
Connor, Clark & Lunn Investment Management Ltd. 0.06% Add +2277.6% 34,618 $12.8M
Nemes Rush Group LLC 1.58% Add +3.0% 34,524 $12.8M
Employees Provident Fund Board 0.16% Reduce -11.4% 34,500 $12.7M
Mutual of America Capital Management LLC 0.14% Reduce -3.9% 34,407 $12.7M
CIBC Asset Management Inc 0.04% Add +4.3% 34,358 $12.7M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +37.4% 33,417 $12.4M
New York Life Investment Management LLC 0.12% Reduce -0.1% 33,505 $12.4M
Police & Firemen's Retirement System of New Jersey 0.12% — 33,028 $12.2M
Schonfeld Strategic Advisors LLC 0.08% Reduce -42.6% 32,642 $12.1M
Firetrail Investments PTY Ltd. 3.60% Add +17.5% 32,420 $12.0M
AMF Tjanstepension AB 0.08% No change 32,220 $11.9M
Vanguard Personalized Indexing Management, LLC 0.18% Add +1.5% 31,710 $11.7M
Sanctuary Advisors, LLC 0.07% Add +1.3% 31,385 $11.5M
Gotham Asset Management 0.11% Add +37.0% 30,635 $11.3M
O'shaughnessy Asset Management, LLC 0.10% Add +36.4% 30,427 $11.2M
Sone Capital Management, LLC 1.41% — 30,176 $11.1M
Dupont Capital Management Corp. 1.03% No change 29,944 $11.1M
Yousif Capital Management, LLC 0.12% Add +1.3% 29,496 $10.9M
GMO 0.04% Reduce -8.0% 29,188 $10.8M
Crossmark Global Holdings, Inc. 0.20% Add +31.2% 29,057 $10.7M
Wealthfront Advisers LLC 0.03% Add +6.1% 29,049 $10.7M
Colonial Trust Advisors 0.94% Reduce -2.9% 28,765 $10.6M
Walleye Capital LLC 0.11% Reduce -51.1% 28,510 $10.5M
Silvant Capital Management LLC 0.44% No change 28,446 $10.5M
Susquehanna Fundamental Investments, LLC 0.18% — 28,278 $10.4M
Public Sector Pension Investment Board 0.04% Add +187.6% 28,106 $10.4M
Cullen Investment Group, LTD. 1.52% Reduce -0.9% 27,901 $10.3M
Keybank National Association 0.04% Add +3.1% 27,884 $10.3M
DAVENPORT & Co LLC 0.06% Add +3.4% 27,503 $10.2M
Regents Gate Capital LLP 4.02% — 27,442 $10.1M
Illinois Municipal Retirement Fund 0.14% Add +6.0% 27,357 $10.1M
Temasek Holdings (Private) Ltd 0.04% Add +223.7% 27,297 $10.1M
First American Bank 0.70% Add +1.1% 26,897 $9.9M
Rockefeller Capital Management L.P. 0.03% Add +12.0% 26,785 $9.9M
Sienna Gestion 0.67% No change 26,739 $9.9M
Federation des caisses Desjardins du Quebec 0.05% Add +83.3% 26,650 $9.8M
Quantbot Technologies LP 0.36% Add +131.4% 26,593 $9.8M
Crestwood Advisors Group, LLC 0.18% Reduce -0.2% 26,584 $9.8M
AMJ Financial Wealth Management 2.72% Reduce -5.7% 26,515 $9.8M
Ilmarinen Mutual Pension Insurance Co 0.08% New 26,500 $9.8M
Roberts Wealth Advisors, LLC 2.97% Reduce -1.9% 25,373 $9.8M
Lowe Brockenbrough & Co. Inc. 0.62% Reduce -34.9% 26,331 $9.7M
Macquarie Group Ltd. 0.01% Add +44.4% 35,520 $9.7M
MML Investors Services, LLC 0.03% Add +25.0% 25,960 $9.6M
Douglass Winthrop Advisors, LLC 0.18% Reduce -0.8% 25,654 $9.5M
State of Alaska, Department of Revenue 0.11% Reduce -12.3% 25,648 $9.5M
Renaissance Investment Group LLC 1.99% Add +7.6% 25,461 $9.4M
Tudor Investment Corporation 0.10% Reduce -79.5% 25,438 $9.4M
Ethic Inc. 0.19% Add +150.1% 24,883 $9.2M
Arcadia Investment Management Corp. 1.45% Add +1.0% 24,476 $9.0M
Kestra Advisory Services, LLC 0.05% Add +12.4% 24,310 $9.0M
Marietta Investment Partners LLC 1.94% Add +7.1% 23,832 $8.8M
Bragg Financial Advisors, Inc 0.35% Reduce -1.9% 23,289 $8.6M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -19.1% 23,252 $8.6M
Greenwich Wealth Management LLC 0.59% Add +0.1% 22,840 $8.4M
Meridian Wealth Advisors, LLC 1.36% Reduce -2.8% 22,368 $8.3M
Handelsbanken Fonder AB 0.03% Add +116.0% 21,927 $8.1M
Ieq Capital, LLC 0.08% Add +31.8% 21,781 $8.0M
Simplex Trading, LLC 0.23% Add +5.5% 21,761 $8.0M
Mizuho Securities USA LLC 0.14% Add +45.8% 21,327 $7.9M
Abacus FCF Advisors LLC 1.03% Add +147.1% 21,162 $7.8M
Martin & Co. Inc. 1.93% Reduce -4.2% 21,111 $7.8M
Phoenix Financial Ltd. 0.11% Reduce -25.4% 21,041 $7.8M
Hennion & Walsh Asset Management, Inc. 0.35% Reduce -14.3% 21,035 $7.8M
Fruth Investment Management 2.14% Reduce -0.1% 21,015 $7.8M
Rafferty Asset Management, LLC 0.03% Add +11.0% 21,011 $7.8M
UMB Bank, n.a. 0.12% Add +0.2% 20,906 $7.7M
Qsemble Capital Management, LP 1.03% New 20,899 $7.7M
Avantax Advisory Services, Inc. 0.05% Add +1.8% 20,612 $7.6M
Elo Mutual Pension Insurance Co 0.16% Reduce -4.3% 20,594 $7.6M
Flputnam Investment Management Co. 0.14% Add +4.1% 20,229 $7.5M
First Hawaiian Bank 0.24% Add +5.0% 19,556 $7.2M
Assetmark, Inc. 0.02% Add +3.5% 19,459 $7.2M
Regions Financial Corp. 0.05% Add +2.3% 19,437 $7.2M
U.S. Capital Wealth Advisors, LLC 0.22% Add +1490.3% 19,417 $7.2M
Oregon Public Employees Retirement Fund 0.13% Reduce -0.4% 19,271 $7.1M
Mirova 1.22% Reduce -12.8% 19,118 $7.1M
Texas Capital Bank Wealth Management Services Inc 0.72% New 19,113 $7.1M
Brentview Investment Management LLC 3.96% — 18,850 $7.0M
Bremer Bank National Association 1.38% Reduce -0.1% 18,840 $7.0M
Bessemer Group Inc. 0.01% Add +1.7% 18,389 $6.8M
Harrell Investment Partners, LLC 1.89% Add +2.0% 18,307 $6.8M
Pacer Advisors, Inc. 0.01% Add +8.0% 18,066 $6.7M
Mill Capital Management, LLC 0.52% No change 17,979 $6.6M
Park Avenue Securities LLC 0.07% Add +17.9% 17,891 $6.6M
Kintegral Advisory, LLC 0.62% Reduce -4.5% 17,863 $6.6M
Gulf International Bank (UK) Ltd 0.17% Reduce -1.1% 17,850 $6.6M
DSG Capital Advisors, LLC 1.18% — 17,666 $6.5M
Praxis Investment Management Inc. 0.42% Reduce -16.5% 17,510 $6.5M
Mesirow Financial Investment Management, Inc. 0.13% Add +99.7% 17,104 $6.3M
Blair William & Co. 0.02% Add +7.2% 17,102 $6.3M
Alpine Woods Capital Investors, LLC 1.18% Add +9.6% 16,818 $6.2M
Letson Investment Management, Inc. 2.50% No change 16,760 $6.2M
Bearing Point Capital, LLC 1.29% — 16,734 $6.2M
Horan Capital Advisors, LLC. 2.07% Reduce -9.6% 16,654 $6.2M
Teachers Retirement System of the State of Kentucky 0.05% Reduce -1.9% 16,648 $6.1M
Tower Research Capital LLC (TRC) 0.12% Add +257.9% 16,648 $6.1M
Captrust Financial Advisors 0.02% Add +9.4% 16,645 $6.1M
USS Investment Management Ltd 0.04% Reduce -46.1% 16,406 $6.1M
NewEdge Advisors, LLC 0.04% Add +4.3% 16,323 $6.0M
River Wealth Advisors LLC 0.79% Reduce -4.7% 16,105 $5.9M
Cary Street Partners Financial LLC 0.19% — 15,982 $5.9M
Sandy Spring Bank 0.24% Add +4.0% 15,929 $5.9M
Condor Capital Management 0.52% Reduce -3.0% 15,833 $5.8M
City Holding Co. 0.82% Reduce -2.5% 15,752 $5.8M
Greenwood Capital Associates LLC 0.75% Reduce -4.1% 15,576 $5.8M
Kentucky Retirement Systems 0.17% Reduce -1.4% 15,508 $5.7M
Stonegate Investment Group, LLC 0.15% Add +11.9% 15,378 $5.7M
Quantinno Capital Management LP 0.06% Add +39.1% 15,291 $5.6M
Salem Investment Counselors Inc. 0.18% Reduce -0.0% 15,187 $5.6M
Wesbanco Bank Inc. 0.19% No change 15,165 $5.6M
Great Lakes Retirement, Inc. 0.71% Reduce -2.7% 14,904 $5.5M
TKG Advisors, LLC 2.53% Add +5.3% 13,703 $5.5M
Palmer Knight Co 2.46% Add +0.7% 14,848 $5.5M
Dorsey Wright & Associates 1.30% Add +4.0% 14,776 $5.5M
Colonial Trust Co / SC 0.80% Add +3.4% 14,634 $5.4M
CENTRAL TRUST Co 0.13% Reduce -0.1% 14,610 $5.4M
WINTON GROUP Ltd 0.36% Add +202.9% 14,572 $5.4M
Atria Wealth Solutions, Inc. 0.06% Reduce -0.0% 14,529 $5.4M
Daiichi Life Insurance Co., Ltd. 0.15% Reduce -8.8% 14,447 $5.3M
Maxwell Wealth Strategies Inc. 2.18% Add +0.9% 14,440 $5.3M
Assenagon Asset Management S.A. 0.01% Reduce -96.6% 14,353 $5.3M
CPC Advisors, LLC 0.72% Add +8.3% 14,252 $5.3M
Progressive Investment Management Corp 1.33% Reduce -0.9% 14,051 $5.2M
Figure 8 Investment Strategies LLC 5.07% — 13,981 $5.2M
Hartford Investment Management Co. 0.17% Reduce -1.9% 13,932 $5.1M
Shorepoint Capital Partners LLC 1.17% Reduce -8.5% 13,847 $5.1M
Magnetar Financial LLC 0.14% New 13,734 $5.1M
Trivium Point Advisory, LLC 0.64% Add +5.3% 13,679 $5.1M
Park National Corp. 0.18% Reduce -1.6% 13,639 $5.0M
Investment Management Corp of Ontario 0.17% Add +21.8% 13,576 $5.0M
Andra AP-fonden 0.08% Add +107.7% 13,500 $5.0M
Envestnet Portfolio Solutions, Inc. 0.02% Add +10.6% 13,371 $4.9M
OMERS ADMINISTRATION Corp 0.04% Reduce -7.0% 13,202 $4.9M
Choreo, LLC 0.07% Reduce -6.4% 13,047 $4.8M
MAI Capital Management 0.04% Add +5.1% 13,047 $4.8M
Marvin & Palmer Associates Inc. 3.67% Add +58.4% 13,017 $4.8M
Navellier & Associates Inc. 0.57% New 12,867 $4.8M
Mediolanum International Funds Ltd 0.06% Reduce -4.4% 12,823 $4.7M
Intech Investment Management LLC 0.05% Reduce -38.1% 12,833 $4.7M
Ascent Group, LLC 0.35% Reduce -0.5% 12,600 $4.7M
Breakwater Capital Group 0.91% Reduce -1.2% 12,401 $4.6M
Patton Fund Management, Inc. 0.90% Reduce -13.0% 12,398 $4.6M
Weatherly Asset Management L. P. 0.41% Reduce -2.5% 12,371 $4.6M
Spire Wealth Management 0.14% Add +12.7% 12,183 $4.5M
Maryland State Retirement & Pension System 0.10% Reduce -7.0% 12,148 $4.5M
Graham Capital Management, L.P. 0.22% Reduce -65.7% 12,135 $4.5M
Louisiana State Employees Retirement System 0.08% Reduce -4.7% 12,100 $4.5M
Twinbeech Capital LP 0.08% New 12,073 $4.5M
Securian Asset Management, Inc. 0.13% Reduce -3.1% 12,070 $4.5M
Kingswood Wealth Advisors, LLC 0.33% Reduce -7.3% 11,992 $4.4M
Plato Investment Management Ltd 0.33% Add +0.8% 11,926 $4.4M
Terra Alpha Investments LLC 4.45% — 11,894 $4.4M
GAMCO Investors 0.05% Add +61.6% 11,817 $4.4M
L & S Advisors Inc 0.54% Reduce -24.4% 11,808 $4.4M
Pinnacle Associates Ltd. 0.06% Add +13.2% 11,744 $4.3M
Entropy Technologies, LP 0.45% Add +11.4% 11,738 $4.3M
King Wealth Management Group 0.63% Add +140.7% 11,637 $4.3M
1832 Asset Management L.P. 0.01% Reduce -95.4% 11,549 $4.3M
Great Lakes Advisors, LLC 0.04% Reduce -12.2% 11,523 $4.3M
Vinva Investment Management Ltd 0.16% Reduce -34.1% 11,368 $4.2M
Meeder Asset Management Inc. 0.29% Add +0.7% 11,408 $4.2M
Cibc World Market Inc. 0.01% Add +1.1% 11,370 $4.2M
Clifford Swan Investment Counsel LLC 0.15% Reduce -3.6% 11,358 $4.2M
Boston Family Office LLC 0.29% No change 11,342 $4.2M
Nwam LLC 0.26% Reduce -17.3% 11,274 $4.2M
Sumitomo Life Insurance Co. 0.08% Reduce -1.2% 11,216 $4.1M
Wakefield Asset Management LLLP 1.39% Reduce -17.8% 11,186 $4.1M
Van Lanschot Kempen Investment Management N.V. 0.04% Reduce -0.7% 11,157 $4.1M
NEOS Investment Management LLC 0.10% Add +28.6% 11,150 $4.1M
HighPoint Advisor Group LLC 0.22% Add +19.0% 11,179 $4.1M
Viking Fund Management LLC 0.63% No change 11,000 $4.1M
Focus Partners Wealth 0.01% Add +28.5% 10,887 $4.0M
Gerber Kawasaki Wealth & Investment Management 0.17% Add +4.4% 10,833 $4.0M
New Mexico Educational Retirement Board 0.13% Reduce -2.7% 10,748 $4.0M
Metis Global Partners, LLC 0.12% Reduce -1.8% 10,617 $3.9M
Fiduciary Trust Co 0.05% Add +6.9% 10,568 $3.9M
Hardy Reed LLC 0.34% No change 10,565 $3.9M
Benjamin Edwards Inc. 0.06% Add +11.6% 10,446 $3.9M
Norinchukin Bank, The 0.08% Add +9.9% 10,356 $3.8M
Private Advisor Group, LLC 0.02% Add +20.9% 10,342 $3.8M
Cornerstone Advisors, LLC 0.15% No change 10,300 $3.8M
Canandaigua National Bank & Trust Co. 0.38% Reduce -0.7% 10,291 $3.8M
Advisory Services Network, LLC 0.07% Add +83.2% 10,240 $3.8M
AMG National Trust Bank 0.10% Reduce -4.7% 10,200 $3.8M
SageView Advisory Group, LLC 0.16% Add +25.5% 10,139 $3.7M
Waratah Capital Advisors Ltd. 0.21% Add +0.6% 10,060 $3.7M
Resources Management Corp. /CT/ 0.51% Reduce -0.2% 10,036 $3.7M
Wilmington Savings Fund Society, FSB 0.07% Reduce -0.6% 10,019 $3.7M
Covalis Capital LLP 0.54% New 10,007 $3.7M
Occudo Quantitative Strategies LP 0.67% New 9,991 $3.7M
Pallas Capital Advisors LLC 0.16% Reduce -14.4% 9,919 $3.7M
Signaturefd, LLC 0.07% Reduce -3.0% 9,903 $3.7M
WealthShield Partners, LLC 0.52% Reduce -4.3% 9,865 $3.7M
Saranac Partners Ltd 2.02% Reduce -20.2% 9,678 $3.6M
FRG Family Wealth Advisors LLC 0.65% Reduce -10.1% 9,654 $3.6M
Leavell Investment Management, Inc. 0.17% Reduce -8.6% 9,617 $3.6M
Apollon Wealth Management, LLC 0.08% Add +11.2% 9,594 $3.5M
Argus Investors' Counsel, Inc. 2.36% Reduce -1.9% 9,581 $3.5M
Fifth Third Bancorp 0.01% Reduce -1.5% 9,551 $3.5M
&partners 0.04% Add +44.2% 9,253 $3.5M
V-Square Quantitative Management LLC 0.50% Add +6.3% 9,500 $3.5M
Beese Fulmer Investment Management, Inc. 0.30% Reduce -0.0% 9,492 $3.5M
Hudson Bay Capital Management LP 0.03% Reduce -18.1% 9,413 $3.5M
Voleon Capital Management LP 0.26% — 9,399 $3.5M
RKL Wealth Management LLC 0.31% Reduce -2.0% 9,385 $3.5M
Knollwood Investment Advisory, LLC 0.36% No change 9,324 $3.4M
HM Payson & Co. 0.06% Add +0.8% 9,272 $3.4M
Horizon Investments, LLC 0.10% Add +61.7% 9,221 $3.4M
Capstone Investment Advisors, LLC 0.04% Add +1892.8% 9,187 $3.4M
Kestra Private Wealth Services, LLC 0.06% Add +0.3% 9,173 $3.4M
Parsons Capital Management Inc. 0.18% Reduce -0.8% 9,128 $3.4M
Cyndeo Wealth Partners, LLC 0.23% Add +2.7% 9,042 $3.3M
Pitcairn Co. 0.20% Add +4.4% 8,973 $3.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -23.2% 8,943 $3.3M
Siemens Fonds Invest GmbH 0.35% Add +102.7% 8,901 $3.3M
Cwm, LLC 0.01% Add +2.8% 8,914 $3.3M
Groupama Asset Managment 0.07% Add +307.8% 8,829 $3.3M
Vestcor Inc 0.11% Add +14.6% 8,846 $3.3M
Avalon Trust Co 0.23% Reduce -0.6% 8,820 $3.3M
Baird Financial Group, Inc. 0.01% Reduce -2.0% 8,795 $3.2M
Richard Bernstein Advisors LLC 0.07% No change 8,727 $3.2M
Concurrent Investment Advisors, LLC 0.09% Reduce -4.6% 8,691 $3.2M
Montecito Bank & Trust 0.55% Add +7.4% 8,663 $3.2M
Polar Asset Management Partners Inc. 0.06% Add +22.9% 8,600 $3.2M
Machina Capital S.A.S. 1.31% Add +63.9% 8,432 $3.1M
Scotia Capital Inc. 0.02% Add +37.9% 8,340 $3.1M
Nations Financial Group Inc, /Ia/ 0.22% Add +4.4% 8,312 $3.1M
Sagespring Wealth Partners, LLC 0.08% — 8,287 $3.1M
Oppenheimer & Co. Inc. 0.05% Reduce -7.6% 8,192 $3.0M
Peak Financial Advisors LLC 1.57% New 8,151 $3.0M
Beacon Pointe Advisors, LLC 0.03% Add +1.3% 8,137 $3.0M
Lido Advisors, LLC 0.02% Reduce -5.3% 8,114 $3.0M
Raiffeisen Bank International AG 0.05% — 8,052 $3.0M
D.A. Davidson & Co. 0.02% Reduce -1.6% 8,048 $3.0M
Comprehensive Financial Consultants Institutional, Inc. 1.06% Reduce -1.3% 7,898 $2.9M
Campbell & CO Investment Adviser LLC 0.22% Reduce -19.8% 7,734 $2.9M
LBP Am SA 0.04% Reduce -35.7% 7,732 $2.9M
Synovus Financial Corp. 0.04% Reduce -14.5% 7,545 $2.8M
Westpac Banking Corp. 0.18% Reduce -62.9% 7,540 $2.8M
CIBC Private Wealth Group LLC 0.01% Reduce -3.6% 7,209 $2.8M
Fifth Third Wealth Advisors LLC 0.15% Add +6.0% 7,512 $2.8M
Vident Advisory, LLC 0.05% Reduce -9.2% 7,502 $2.8M
Concourse Financial Group Securities, Inc. 0.16% Add +4.0% 6,865 $2.7M
Nomura Holdings Inc. 0.01% New 7,418 $2.7M
Brookfield Corp 0.02% Add +1.4% 7,415 $2.7M
Bowman & Co S.C. 1.40% Add +3.9% 7,311 $2.7M
TD Private Client Wealth LLC 0.08% Add +625.9% 7,310 $2.7M
Polymer Capital Management (US) LLC 0.85% — 7,191 $2.7M
Quantitative Investment Management, LLC 0.20% New 7,174 $2.6M
United Capital Financial Advisors, LLC 0.02% Reduce -4.1% 7,089 $2.6M
Ashton Thomas Private Wealth, LLC 0.10% Add +54.8% 7,075 $2.6M
Halbert Hargrove Global Advisors, LLC 0.15% No change 7,066 $2.6M
Groupe la Francaise 0.06% — 6,870 $2.6M
Rossmore Private Capital 0.32% Add +3.2% 7,015 $2.6M
Meeder Advisory Services, Inc. 0.16% Add +3.8% 7,004 $2.6M
Cresset Asset Management, LLC 0.01% Reduce -59.4% 6,973 $2.6M
Monument Capital Management 0.71% Add +6.7% 6,966 $2.6M
Chapin Davis, Inc. 0.84% No change 6,599 $2.6M
Central Valley Advisors, LLC 1.16% Reduce -0.2% 6,922 $2.6M
Summit Financial, LLC 0.09% Reduce -10.4% 6,912 $2.6M
GC Wealth Management RIA, LLC 0.45% Reduce -29.5% 6,908 $2.6M
Composition Wealth, LLC 0.05% New 6,898 $2.5M
Bank Ozk 1.06% Add +7.5% 6,888 $2.5M
G&S Capital LLC 1.04% Add +1.1% 6,815 $2.5M
Barlow Wealth Partners, LLC 0.32% Add +0.1% 6,472 $2.5M
Texas Yale Capital Corp. 0.10% Add +0.8% 6,745 $2.5M
Tokio Marine Asset Management Co. Ltd. 0.09% Add +4.5% 6,707 $2.5M
Auxier Asset Management LLC 0.38% No change 6,683 $2.5M
Allstate Corp. 0.07% New 6,602 $2.4M
Bayesian Capital Management, LP 0.30% Add +19.3% 6,600 $2.4M
Gallo Partners, LP 1.80% — 6,592 $2.4M
Front Row Advisors LLC 0.84% Add +0.7% 6,577 $2.4M
Centiva Capital, LP 0.09% Add +33.3% 6,541 $2.4M
Wedbush Securities Inc. 0.09% Add +0.7% 6,539 $2.4M
Savant Capital, LLC 0.02% Reduce -1.8% 6,505 $2.4M
Nilsine Partners, LLC 0.26% Reduce -0.4% 6,498 $2.4M
LGT Fund Management Co Ltd. 0.21% Add +15.2% 6,496 $2.4M
Bleakley Financial Group, LLC 0.07% Reduce -1.8% 6,493 $2.4M
Nebula Research & Development LLC 0.28% New 6,424 $2.4M
Keystone Wealth Services, LLC 0.63% No change 6,416 $2.4M
Massachusetts Wealth Management 1.46% Add +2.0% 6,390 $2.4M
Alps Advisors Inc. 0.01% Reduce -0.7% 6,386 $2.4M
Twin Capital Management Inc. 0.26% Reduce -1.4% 6,369 $2.4M
Azzad Asset Management Inc. 0.45% Reduce -0.3% 6,368 $2.4M
Financial Engines Advisors L.L.C. 0.00% Add +1.8% 6,350 $2.3M
Laird Norton Wetherby Wealth Management, LLC 0.11% Reduce -2.7% 6,331 $2.3M
Independent Advisor Alliance 0.03% Add +17.9% 6,298 $2.3M
Brighton Jones LLC 0.07% Add +60.0% 6,194 $2.3M
Foundations Investment Advisors, LLC 0.04% Add +323.5% 6,192 $2.3M
Cumberland Partners Ltd 0.16% New 6,175 $2.3M
Consilium Wealth Advisory, LLC 1.09% Reduce -2.3% 6,167 $2.3M
Hilltop National Bank 0.68% Add +0.7% 6,140 $2.3M
Fuller & Thaler Asset Management, Inc. 0.01% Add +35.8% 6,140 $2.3M
Waverly Advisors, LLC 0.04% Add +196.5% 6,122 $2.3M
Huntington National Bank 0.02% Add +14.4% 6,105 $2.3M
Stablepoint Partners, LLC 0.41% Reduce -1.5% 6,060 $2.2M
Prosperity Consulting Group, LLC 0.17% Add +0.6% 6,036 $2.2M
Ostrum Asset Management 0.19% Add +1.1% 6,034 $2.2M
Greenleaf Trust 0.02% Add +1.1% 5,917 $2.2M
Strategic Advisors LLC 0.39% Add +701.5% 5,899 $2.2M
McRae Capital Management Inc. 0.42% Reduce -0.4% 5,771 $2.1M
Caprock Group, LLC 0.07% Add +9.2% 5,750 $2.1M
WCM Investment Management, LLC 0.01% Add +77.0% 5,724 $2.1M
Bank of New Hampshire 0.54% Add +27.4% 5,709 $2.1M
HB Wealth Management, LLC 0.02% Add +14.3% 5,689 $2.1M
GAMMA Investing LLC 0.18% Add +7.3% 5,669 $2.1M
Frank, Rimerman Advisors LLC 0.15% Add +1.0% 5,656 $2.1M
Principal Securities, Inc. 0.05% Add +14.3% 5,584 $2.1M
Wahed Invest LLC 0.34% Add +1.5% 5,580 $2.1M
Essex Bank 0.51% Add +0.2% 5,574 $2.1M
Guggenheim Capital LLC 0.02% Reduce -10.7% 5,570 $2.1M
Kane Investment Management, Inc. 1.15% — 5,557 $2.1M
Stratos Wealth Partners, LTD. 0.03% Add +0.5% 5,538 $2.0M
Ledyard National Bank 0.19% Add +0.2% 5,511 $2.0M
Argent Capital Management LLC 0.06% Reduce -7.1% 5,493 $2.0M
Stonebrook Private Inc. 0.53% Add +2.5% 5,480 $2.0M
RFG - Bristol Wealth Advisors, LLC 0.66% — 5,478 $2.0M
Sequoia Financial Advisors, LLC 0.02% Add +9.0% 5,477 $2.0M
Coldstream Capital Management Inc. 0.04% Add +6.0% 5,454 $2.0M
Romano Brothers and Company 0.25% Reduce -3.0% 5,438 $2.0M
My Legacy Advisors, LLC 0.77% Add +1.1% 5,130 $2.0M
Liontrust Investment Partners LLP 0.03% Reduce -20.6% 5,352 $2.0M
Bradley Foster & Sargent Inc. 0.03% Add +6.0% 5,316 $2.0M
Sit Investment Associates Inc. 0.04% No change 5,305 $2.0M
Montag A & Associates Inc. 0.09% Reduce -0.0% 5,293 $2.0M
Tiaa Trust, National Association 0.01% Add +0.2% 5,257 $1.9M
Aspen Investment Management Inc 0.90% Reduce -0.6% 5,256 $1.9M
Diversified Trust Co. 0.05% Add +58.7% 5,253 $1.9M
Partnership Wealth Management, LLC 1.61% No change 5,250 $1.9M
Guyasuta Investment Advisors Inc. 0.12% Add +0.1% 5,190 $1.9M
Gladstone Institutional Advisory LLC 0.09% Add +218.9% 5,183 $1.9M
Analyst IMS Investment Management Services Ltd. 0.07% No change 5,169 $1.9M
Jefferies Financial Group Inc. 0.02% New 5,166 $1.9M
Tocqueville Asset Management L.P. 0.03% No change 5,165 $1.9M
Sigma Planning Corp 0.06% Add +5.4% 5,155 $1.9M
Bowen Hanes & Co. Inc. 0.05% No change 5,135 $1.9M
Alpha DNA Investment Management LLC 1.03% Add +69.9% 5,122 $1.9M
Allred Capital Management, LLC 0.72% New 5,040 $1.9M
Greenline Partners, LLC 0.26% No change 5,040 $1.9M
Pinnacle Financial Partners Inc 0.04% Add +6.9% 5,035 $1.9M
OVERSEA-CHINESE BANKING Corp Ltd 0.05% Reduce -66.7% 5,000 $1.8M
Systematic Financial Management LP 0.05% No change 5,000 $1.8M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 5,000 $1.8M
Trustmark Bank Trust Department 0.14% Add +5.0% 4,977 $1.8M
Strengthening Families & Communities, LLC 1.04% Add +4.4% 4,960 $1.8M
Cantor Fitzgerald Investment Advisors L.P. 0.13% Reduce -2.2% 4,935 $1.8M
Virtu Financial LLC 0.10% Reduce -3.5% 4,896 $1.8M
First Financial Bank - Trust Division 0.17% No change 4,804 $1.8M
OneDigital Investment Advisors LLC 0.02% Reduce -4.7% 4,739 $1.8M
Kanawha Capital Management LLC 0.14% Add +0.6% 4,712 $1.7M
Jones Financial Companies LLLP 0.00% Add +91.1% 4,706 $1.7M
Summit Trail Advisors, LLC 0.06% Add +9.7% 4,695 $1.7M
Trust Investment Advisors 1.10% Reduce -6.6% 4,687 $1.7M
Qtron Investments LLC 0.24% Add +9.1% 4,682 $1.7M
Caitlin John, LLC 1.17% Add +2.9% 4,676 $1.7M
111 Capital 0.36% — 4,668 $1.7M
Marietta Wealth Management, LLC 0.25% Add +0.1% 4,665 $1.7M
Meiji Yasuda Asset Management Co Ltd. 0.07% Add +12.7% 4,632 $1.7M
Secured Retirement Advisors, LLC 0.98% Add +0.6% 4,628 $1.7M
Inspire Investing, LLC 0.19% New 4,611 $1.7M
Northeast Financial Consultants Inc 0.07% Reduce -2.6% 4,609 $1.7M
Dynamic Advisor Solutions LLC 0.07% Reduce -9.3% 4,570 $1.7M
Kingsview Wealth Management, LLC 0.03% Reduce -0.6% 4,562 $1.7M
Wealthcare Advisory Partners LLC 0.05% Add +8.2% 4,549 $1.7M
Freemont Management S.A. 0.82% No change 4,500 $1.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.05% Add +0.8% 4,492 $1.7M
Nvwm, LLC 0.42% Add +0.2% 4,491 $1.7M
Advisors Asset Management, Inc. 0.03% Add +20.1% 4,479 $1.7M
Prossimo Advisors, LLC 1.19% Add +0.7% 4,463 $1.6M
Signature Wealth Management Group 0.65% Add +5.0% 4,390 $1.6M
Penobscot Investment Management Company, Inc. 0.15% Add +7.9% 4,379 $1.6M
International Assets Investment Management, LLC 0.13% Add +1.9% 4,311 $1.6M
Triton Financial Group Inc 1.01% Add +8.2% 4,359 $1.6M
NWK Group, Inc. 0.62% Reduce -1.6% 4,330 $1.6M
Confluence Wealth Services, Inc. 0.10% Add +8.9% 3,989 $1.6M
Bridgefront Capital, LLC 0.54% Add +90.8% 4,309 $1.6M
Investors Asset Management of Georgia Inc. /Ga/ 0.78% Reduce -2.7% 4,305 $1.6M
Wolverine Trading, LLC 0.04% Reduce -81.8% 4,285 $1.6M
Pflug Koory, LLC 0.11% Reduce -1.7% 4,274 $1.6M
Values First Advisors, Inc. 0.86% Reduce -31.0% 4,243 $1.6M
Graypoint LLC 0.09% Add +0.2% 4,219 $1.6M
ExodusPoint Capital Management, LP 0.02% Reduce -71.6% 4,209 $1.6M
Glenview Trust Co 0.03% Add +0.6% 4,207 $1.6M
Darden Wealth Group Inc 1.05% Reduce -0.2% 4,205 $1.6M
Merit Financial Group, LLC 0.03% Add +67.2% 4,170 $1.5M
Tower Bridge Advisors 0.17% No change 4,169 $1.5M
Trium Capital LLP 1.17% Add +6.3% 4,145 $1.5M
Dynamic Technology Lab Private Ltd 0.24% Add +61.0% 4,109 $1.5M
Roundview Capital LLC 0.11% Add +1.6% 4,107 $1.5M
BLB&B Advisors, LLC 0.08% Reduce -2.1% 4,094 $1.5M
Taika Capital, LP 1.15% New 4,093 $1.5M
Murphy, Middleton, Hinkle & Parker, Inc. 0.85% Reduce -5.4% 4,089 $1.5M
Ransom Advisory, Ltd 0.69% Reduce -4.7% 4,068 $1.5M
First Horizon Advisors, Inc. 0.04% Add +2.5% 4,064 $1.5M
St Germain D J Co. Inc. 0.07% Add +9.1% 4,053 $1.5M
Atlas Private Wealth Advisors 0.21% Add +0.3% 4,044 $1.5M
Buckley Wealth Management, LLC 0.46% Add +2.4% 4,039 $1.5M
Sapient Capital LLC 0.03% Add +1.0% 4,026 $1.5M
Beverly Hills Private Wealth, LLC 0.30% Reduce -3.4% 4,022 $1.5M
Seeds Investor LLC 0.42% Reduce -2.5% 3,999 $1.5M
Lion Street Advisors, LLC 0.47% Reduce -3.4% 3,978 $1.5M
Grove Bank & Trust 0.20% Add +3.0% 3,951 $1.5M
Boyd Watterson Asset Management LLC 0.41% No change 3,938 $1.5M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.17% Add +86.2% 3,936 $1.5M
Csenge Advisory Group 0.08% Reduce -4.3% 3,919 $1.4M
Broderick Brian C 0.28% No change 3,915 $1.4M
Tenon Financial LLC 0.93% No change 3,857 $1.4M
McCarter Private Wealth Services LLC 0.91% Reduce -1.1% 3,891 $1.4M
Harvest Fund Management Co., Ltd 0.07% Reduce -7.5% 3,879 $1.4M
Aspire Private Capital, LLC 0.35% Reduce -1.0% 3,874 $1.4M
CHICAGO TRUST Co NA 0.26% Reduce -13.9% 3,867 $1.4M
Integrated Advisors Network LLC 0.07% Reduce -17.0% 3,839 $1.4M
Holderness Investments Co. 0.31% Reduce -1.9% 3,830 $1.4M
Sterling Capital Management LLC 0.02% Add +0.3% 3,820 $1.4M
Dorsey & Whitney Trust CO LLC 0.08% Add +7.7% 3,817 $1.4M
Morse Asset Management, Inc 0.33% Reduce -11.3% 3,814 $1.4M
Townsquare Capital LLC 0.02% Add +13.4% 3,813 $1.4M
Neville Rodie & Shaw Inc. 0.10% No change 3,805 $1.4M
Quadrant Capital Group LLC 0.10% Add +0.8% 3,786 $1.4M
TrinityPoint Wealth, LLC 0.20% Add +0.0% 3,760 $1.4M
Sherbrooke Park Advisers LLC 0.44% Add +96.0% 3,745 $1.4M
Aptus Capital Advisors, LLC 0.02% Add +121.0% 3,706 $1.4M
MorganRosel Wealth Management, LLC 0.45% Add +2.7% 3,695 $1.4M
SVB Wealth LLC 0.03% New 3,688 $1.4M
Moors & Cabot, Inc. 0.06% Reduce -0.2% 3,667 $1.4M
Clear Harbor Asset Management, LLC 0.11% No change 3,638 $1.3M
Pine Valley Investments Ltd Liability Co 0.09% No change 3,625 $1.3M
Gradient Investments LLC 0.03% Add +78.4% 3,609 $1.3M
NJ State Employees Deferred Compensation Plan 0.16% No change 3,600 $1.3M
Legal Advantage Investments, Inc. 0.70% No change 3,598 $1.3M
Caldwell Trust Co 0.14% Add +41.9% 3,588 $1.3M
Westhampton Capital, LLC 0.67% No change 3,565 $1.3M
Lebenthal Global Advisors, LLC 0.24% Add +12.5% 3,565 $1.3M
NorthCoast Asset Management LLC 0.01% Reduce -3.7% 3,561 $1.3M
Whittier Trust Co. 0.02% Reduce -0.3% 3,548 $1.3M
Compass Ion Advisors, LLC 0.16% Reduce -6.1% 3,547 $1.3M
Harbor Advisors LLC 0.20% No change 3,500 $1.3M
USA Financial Formulas 0.20% Reduce -14.9% 3,459 $1.3M
Camarda Financial Advisors, LLC 0.48% New 3,436 $1.3M
LeClair Wealth Partners LLC 0.84% — 3,418 $1.3M
Widmann Financial Services, Inc. 0.98% Reduce -1.8% 3,417 $1.3M
Heritage Wealth Advisors 0.06% Add +0.1% 3,415 $1.3M
Peddock Capital Advisors, LLC 0.30% No change 3,409 $1.3M
Mitchell & Pahl Private Wealth, LLC 0.58% Add +3.1% 3,385 $1.3M
Brown Brothers Harriman & Co. 0.01% Add +3.8% 3,340 $1.2M
Highland Capital Management, LLC 0.07% Reduce -1.9% 3,333 $1.2M
Mufg Securities Americas Inc. 0.16% — 3,322 $1.2M
Jennison Associates LLC 0.00% Reduce -14.6% 3,290 $1.2M
Inceptionr LLC 0.27% Add +368.9% 3,282 $1.2M
Essex Financial Services, Inc. 0.09% Reduce -0.9% 3,267 $1.2M
Evergreen Capital Management LLC 0.04% Reduce -0.1% 3,262 $1.2M
VestGen Investment Management 0.33% Reduce -6.1% 3,247 $1.2M
Crux Wealth Advisors 0.66% — 3,215 $1.2M
Challenger Wealth Management 1.02% — 3,205 $1.2M
Money Concepts Capital Corp. 0.09% No change 3,200 $1.2M
Chicago Partners Investment Group LLC 0.04% Add +9.3% 3,040 $1.2M
Keeley-Teton Advisors, LLC 0.14% Add +7.4% 3,174 $1.2M
Silvercrest Asset Management Group LLC 0.01% Add +168.6% 3,170 $1.2M
Natural Investments, LLC 0.32% — 3,166 $1.2M
Cypress Asset Management Inc. 0.29% No change 3,165 $1.2M
Cullen/Frost Bankers, Inc. 0.02% Reduce -8.6% 3,143 $1.2M
Kornitzer Capital Management Inc. 0.02% Reduce -20.4% 3,125 $1.2M
Impact Capital Partners LLC 0.41% — 3,108 $1.1M
Rainier Family Wealth Inc. 1.39% — 3,103 $1.1M
Jacobi Capital Management LLC 0.08% Add +9.7% 3,055 $1.1M
Wedmont Private Capital 0.06% Add +4.8% 2,983 $1.1M
XTX Topco Ltd 0.09% Add +456.6% 3,039 $1.1M
Modern Wealth Management, LLC 0.04% Add +57.9% 3,022 $1.1M
Creekmur Asset Management LLC 0.25% Reduce -0.1% 3,011 $1.1M
Notis-McConarty Edward 0.54% Reduce -6.3% 3,000 $1.1M
Argyle Capital Management, LLC 0.44% No change 3,000 $1.1M
Semanteon Capital Management, LP 0.59% New 2,996 $1.1M
Summit Global Investments 0.07% Reduce -15.4% 2,989 $1.1M
Monte Financial Group, LLC 0.47% Reduce -2.4% 2,985 $1.1M
NorthCrest Asset Manangement, LLC 0.03% Add +6.8% 2,978 $1.1M
Private Advisory Group LLC 0.12% Reduce -6.7% 2,977 $1.1M
Prelude Capital Management, LLC 0.09% Add +243.1% 2,954 $1.1M
Ballentine Partners, LLC 0.02% Add +11.5% 2,952 $1.1M
Prospera Financial Services Inc 0.03% Add +17.1% 2,854 $1.1M
Virtus Advisers, LLC 0.44% Add +8.9% 2,925 $1.1M
Parallel Advisors, LLC 0.02% Add +5.8% 2,918 $1.1M
NewEdge Wealth, LLC 0.02% Reduce -7.9% 2,890 $1.1M
Level Four Advisory Services, LLC 0.04% Add +0.6% 2,882 $1.1M
Lecap Asset Management Ltd. 0.29% New 2,852 $1.1M
Mgo One Seven LLC 0.04% Add +1.5% 2,818 $1.0M
Baldwin Investment Management, LLC 0.14% Reduce -16.4% 2,816 $1.0M
Foster Group, Inc. 0.04% Add +1.3% 2,800 $1.0M
Magnolia Capital Advisors LLC 0.27% Add +36.5% 2,797 $1.0M
Carnegie Investment Counsel 0.03% No change 2,793 $1.0M
Haven Private, LLC 0.57% — 2,784 $1.0M
IFP Advisors, Inc 0.03% Add +3.1% 2,783 $1.0M
Advisory Resource Group 0.22% Reduce -5.2% 2,783 $1.0M
Avantax Planning Partners, Inc. 0.04% No change 2,774 $1.0M
Baader Bank Aktiengesellschaft 0.09% Reduce -47.8% 2,732 $1.0M
Moody LYNN Lieberson & Walker, LLC 0.06% Add +0.9% 2,725 $1.0M
Daymark Wealth Partners, LLC 0.04% Add +0.4% 2,720 $1.0M
Profund Advisors LLC 0.04% Add +0.9% 2,707 $1000K
Calamos Advisors LLC 0.01% Reduce -21.4% 2,703 $998K
Foresight Group Ltd Liability Partnership 0.15% Reduce -5.0% 2,688 $997K
FWG Holdings, LLC 0.47% No change 2,744 $989K
Geneos Wealth Management Inc. 0.03% Add +0.0% 2,668 $985K
Blue Trust, Inc. 0.01% Reduce -31.2% 2,663 $983K
Fig Financial Advisory Services Inc. 0.67% — 2,661 $983K
Haverford Trust Co 0.01% Add +0.5% 2,659 $982K
Syon Capital LLC 0.09% Reduce -0.7% 2,640 $975K
Snowden Capital Advisors LLC 0.03% Reduce -0.6% 2,638 $974K
Nippon Life Global Investors Americas, Inc. 0.04% Reduce -5.4% 2,630 $971K
Exencial Wealth Advisors, LLC 0.04% Add +11.7% 2,626 $970K
Strategy Asset Managers LLC 0.19% Add +3.4% 2,616 $966K
Everhart Financial Group, Inc. 0.20% Add +3.6% 2,608 $963K
Citizens Financial Group Inc. 0.02% Add +8.2% 2,601 $961K
First Pacific Financial 0.22% Reduce -3.0% 2,593 $958K
Farther Finance Advisors, LLC 0.03% Reduce -4.8% 2,587 $955K
Smith Group Asset Management, LLC 0.07% Add +235.1% 2,580 $953K
Essex LLC 0.20% Reduce -1.9% 2,577 $952K
High Net Worth Advisory Group LLC 0.27% No change 2,570 $949K
OneAscent Financial Services LLC 0.08% Add +13.5% 2,567 $948K
Kimelman & Baird, LLC 0.08% No change 2,565 $947K
Heritage Trust Co 0.11% — 2,558 $945K
Griffin Asset Management, Inc. 0.11% No change 2,550 $942K
Gsa Capital Partners LLP 0.07% Add +58.0% 2,542 $939K
Fulton Bank, N.A. 0.04% Reduce -11.6% 2,541 $939K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.23% No change 2,536 $937K
Clark Capital Management Group, Inc. 0.01% Add +15.8% 2,523 $932K
Continuum Advisory, LLC 0.12% Add +4.1% 2,510 $927K
PDT Partners, LLC 0.08% No change 2,500 $923K
AE Wealth Management LLC 0.01% Add +11.9% 2,496 $922K
Sciencast Management LP 0.25% New 2,496 $922K
Edgestream Partners, L.P. 0.04% Add +86.5% 2,490 $920K
Wealthspire Advisors, LLC 0.01% Reduce -17.2% 2,486 $918K
Wealth Alliance, LLC 0.11% Reduce -4.7% 2,478 $915K
Wambolt & Associates, LLC 0.29% Reduce -10.1% 2,475 $914K
Transatlantique Private Wealth LLC 0.35% Reduce -1.8% 2,471 $913K
Cordgrass Capital Advisors, LLC 0.26% Reduce -4.8% 2,458 $908K
Premier Path Wealth Partners, LLC 0.14% Add +10.2% 2,458 $908K
Sfmg, LLC 0.07% Add +0.5% 2,452 $906K
Vise Technologies, Inc. 0.08% Add +157.2% 2,446 $904K
Integrated Wealth Concepts LLC 0.01% Add +1.6% 2,444 $903K
Prime Capital Investment Advisors, LLC 0.01% Reduce -11.6% 2,443 $902K
Excalibur Management Corp. 0.36% Reduce -7.9% 2,434 $899K
Berry Wealth Group, LP 0.65% Add +6.0% 2,434 $899K
Clearstead Trust, LLC 0.19% No change 2,434 $899K
Ameritas Investment Partners, Inc. 0.03% Reduce -3.7% 2,407 $889K
Investment House LLC 0.05% No change 2,400 $886K
Connecticut Wealth Management, LLC 0.04% Add +16.4% 2,400 $886K
Renasant Bank 0.57% Add +46.8% 2,392 $883K
Checchi Capital Advisers, LLC 0.07% Add +21.8% 2,373 $876K
NFSG Corp 0.22% Add +0.2% 2,368 $875K
Spinnaker Trust 0.06% Reduce -1.6% 2,361 $872K
Jackson Square Capital, LLC 0.21% No change 2,356 $870K
Baron Silver Stevens Financial Advisors, LLC 0.15% No change 2,352 $869K
Bedell Frazier Investment Counselling, LLC 0.21% Add +45.3% 2,347 $867K
HHLR Advisors, LTD. 0.03% Add +210.5% 2,338 $864K
Flagship Harbor Advisors, LLC 0.05% Reduce -1.4% 2,334 $862K
Cigna Investments Inc. 0.15% Reduce -0.7% 2,326 $859K
Williams Jones Wealth Management, LLC. 0.01% Reduce -15.1% 2,315 $855K
EP Wealth Advisors, LLC 0.01% Add +12.6% 2,312 $854K
Whittier Trust Co. of Nevada Inc. 0.02% Add +6.9% 2,300 $849K
Western Financial Corp 0.47% Reduce -2.3% 2,297 $848K
True North Advisors, LLC 0.20% Add +13.7% 2,288 $845K
Allworth Financial LP 0.00% Reduce -3.3% 2,110 $843K
Hendershot Investments Inc. 0.11% No change 2,270 $838K
Fiduciary Alliance LLC 0.08% New 2,270 $838K
Texas Capital Bancshares Inc 0.34% New 2,261 $835K
HBK Sorce Advisory LLC 0.02% Add +0.7% 2,236 $826K
Catalyst Financial Partners LLC 0.15% Add +1.1% 2,229 $823K
Clearstead Advisors, LLC 0.01% Add +2.7% 2,218 $819K
Pinion Investment Advisors, LLC 0.33% Reduce -2.8% 2,215 $818K
Board of the Pension Protection Fund 0.94% — 2,200 $813K
SteelPeak Wealth, LLC 0.03% Add +2.0% 2,189 $809K
Lindbrook Capital, LLC 0.07% Add +0.3% 2,187 $808K
Focus Partners Advisor Solutions, LLC 0.01% Add +7.5% 2,185 $807K
Richardson Financial Services Inc. 0.56% Add +6.1% 2,163 $802K
Ossiam 0.01% Add +23.6% 2,161 $798K
Apella Capital, LLC 0.03% Reduce -0.2% 2,148 $793K
Little House Capital LLC 0.23% Add +0.4% 2,133 $788K
Forum Financial Management, LP 0.01% Reduce -0.8% 2,131 $787K
Spirepoint Private Client, LLC 0.10% Add +69.8% 2,123 $784K
Financial Counselors Inc. 0.01% Reduce -13.1% 2,123 $784K
Center for Financial Planning, Inc. 0.10% Add +1.6% 2,120 $783K
Cornerstone Advisory, LLC 0.09% Reduce -5.3% 2,146 $780K
Fullcircle Wealth LLC 0.32% Reduce -3.9% 2,154 $778K
Inspire Advisors, LLC 0.09% New 2,101 $776K
Cullinan Associates Inc. 0.05% Reduce -25.4% 2,100 $776K
Crestline Management, L.P. 0.03% New 2,100 $776K
Winthrop Advisory Group LLC 0.09% Reduce -1.8% 2,091 $772K
Zions Bancorporation, N.A. 0.05% Reduce -14.2% 2,082 $769K
Quadcap Wealth Management, LLC 0.11% Reduce -15.3% 2,066 $763K
Ontario Teachers Pension Plan Board 0.01% Add +49.9% 2,054 $759K
JB Capital LLC 0.04% Reduce -0.8% 2,044 $755K
Silverlake Wealth Management LLC 0.29% No change 2,044 $755K
CreativeOne Wealth, LLC 0.02% Add +12.5% 2,037 $752K
Waldron Private Wealth LLC 0.03% Add +0.3% 2,028 $749K
Perigon Wealth Management, LLC 0.02% Add +14.5% 1,922 $747K
Valeo Financial Advisors, LLC 0.02% Add +2.9% 2,017 $745K
Callan Family Office, LLC 0.05% New 2,006 $741K
Magnolia Capital Management Ltd. 0.59% No change 2,000 $739K
Moneta Group Investment Advisors LLC 0.01% Reduce -5.7% 1,996 $737K
CW Advisors, LLC 0.01% New 1,992 $736K
NorthRock Partners, LLC 0.02% Reduce -9.3% 1,990 $735K
Oddo BHF Asset Management Sas 0.04% Add +21.0% 1,974 $729K
Jain Global LLC 0.02% — 1,966 $726K
Reynders McVeigh Capital Management, LLC 0.04% Reduce -0.5% 1,965 $726K
Evexia Wealth LLC 0.24% Reduce -8.4% 2,022 $720K
Keel Point, LLC 0.06% Reduce -2.5% 1,945 $718K
MIdWestOne Financial Group, Inc. 0.10% Reduce -15.7% 1,938 $716K
Arax Advisory Partners 0.04% Add +278.0% 1,924 $711K
King Luther Capital Management Corp. 0.00% Reduce -1.0% 1,918 $708K
ERn Financial, LLC 0.11% Add +3.5% 1,907 $704K
Fiera Capital Corp 0.00% No change 1,903 $703K
Icon Wealth Advisors, LLC 0.06% No change 1,892 $699K
Valley National Advisers Inc. 0.13% Reduce -0.1% 1,888 $697K
West Oak Capital, LLC 0.37% Reduce -3.8% 1,885 $696K
Two Sigma Securities, LLC 0.13% Add +93.3% 1,881 $695K
S&co Inc. 0.05% No change 1,880 $694K
Gilman Hill Asset Management, LLC 0.12% No change 1,878 $694K
Net Worth Advisory Group 0.21% Reduce -1.8% 1,876 $693K
Compton Wealth Advisory Group, LLC 0.18% No change 1,866 $689K
PFG Investments, LLC 0.04% Reduce -1.0% 1,862 $688K
Northstar Group, Inc. 0.12% No change 1,859 $687K
Peterson Wealth Services 0.21% Add +6.8% 1,857 $686K
Global Retirement Partners, LLC 0.02% Add +7.7% 1,856 $686K
Argonautica Private Wealth Management, Inc. 0.22% Reduce -0.9% 1,853 $684K
Silverberg Bernstein Capital Management LLC 0.60% No change 1,850 $683K
Hillsdale Investment Management Inc. 0.03% New 1,850 $683K
Sovereign Financial Group, Inc. 0.16% Add +42.1% 1,847 $682K
Community Bank & Trust, Waco, Texas 0.16% Add +3.8% 1,843 $681K
Stephens Inc. 0.01% Add +5.7% 1,841 $680K
Choate Investment Advisors 0.02% Add +8.7% 1,832 $677K
Mission Wealth Management, LP 0.02% Reduce -7.0% 1,827 $675K
Mairs & Power Inc. 0.01% Reduce -1.1% 1,814 $670K
Avestar Capital, LLC 0.06% Add +5.9% 1,801 $665K
Callan Capital, LLC 0.05% Reduce -1.1% 1,793 $662K
J.W. Cole Advisors, Inc. 0.03% Add +3.4% 1,790 $661K
Lake Street Advisors Group, LLC 0.03% Reduce -5.8% 1,786 $660K
Schechter Investment Advisors, LLC 0.05% Reduce -10.4% 1,781 $658K
Compound Planning, Inc. 0.03% Add +4.5% 1,781 $658K
Waterloo Capital, L.P. 0.07% Reduce -7.5% 1,768 $653K
MWA Asset Management 0.43% Add +2.7% 1,763 $651K
Fox Run Management, L.L.C. 0.12% New 1,762 $651K
Westfield Capital Management Co. LP 0.00% Reduce -50.6% 1,759 $650K
Wescott Financial Advisory Group, LLC 0.07% Add +1.6% 1,750 $646K
Fernwood Investment Management, LLC 0.23% No change 1,750 $646K
Farmers Trust Co. 0.12% No change 1,750 $646K
Conning Inc. 0.02% Reduce -3.2% 1,741 $643K
Alesco Advisors, LLC, An ESL Co 0.02% No change 1,725 $637K
Lafayette Investments, Inc. 0.14% No change 1,722 $636K
Birchcreek Wealth Management, LLC 0.40% Add +11.6% 1,719 $635K
Phillips Wealth Planners LLC 0.63% Add +3.9% 1,674 $631K
OneAscent Wealth Management LLC 0.26% Reduce -23.9% 1,700 $628K
IFG Advisory, LLC 0.04% New 1,698 $627K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% No change 1,689 $624K
First Affirmative Financial Network 0.36% Reduce -6.6% 1,672 $618K
First Financial Bankshares Inc 0.01% Add +0.2% 1,647 $608K
Acropolis Investment Management, LLC 0.04% Reduce -6.9% 1,646 $608K
Smartleaf Asset Management LLC 0.06% Add +61.8% 1,637 $607K
Hartford Financial Management Inc. 0.12% No change 1,632 $603K
Quarry LP 0.12% Add +5.4% 1,628 $601K
Hanson & Doremus Investment Management 0.09% No change 1,625 $600K
EverSource Wealth Advisors, LLC 0.03% Add +39.6% 1,619 $598K
Penserra Capital Management LLC 0.01% Reduce -41.4% 1,624 $598K
D.B. Root & Company, LLC 0.19% Reduce -1.5% 1,619 $598K
Resurgent Financial Advisors LLC 0.35% Add +0.2% 1,617 $597K
Enterprise Financial Services Corp 0.33% Reduce -0.1% 1,616 $597K
Paladin Advisory Group, LLC 0.46% Reduce -6.9% 1,611 $595K
Exchange Traded Concepts, LLC 0.01% Reduce -40.5% 1,611 $595K
Richards, Merrill & Peterson, Inc. 0.31% — 1,611 $595K
Patron Partners, LLC 0.32% Add +7.6% 1,602 $592K
Courier Capital LLC 0.04% Add +6.5% 1,598 $590K
Washington Trust Bank 0.06% Add +5.7% 1,587 $586K
Aster Capital Management (DIFC) Ltd 0.22% Reduce -10.4% 1,586 $586K
IAM Advisory, LLC 0.15% Add +0.3% 1,580 $584K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +30.5% 1,576 $582K
Venture Visionary Partners LLC 0.02% Add +9.1% 1,569 $580K
Scientech Research LLC 0.16% Add +84.6% 1,567 $579K
Appleton Partners Inc. 0.04% Reduce -2.9% 1,555 $574K
Taylor Financial Group, Inc. 0.40% No change 1,552 $573K
Diversify Advisory Services, LLC 0.03% Add +49.9% 1,505 $567K
Bridges Investment Management Inc. 0.01% Add +0.1% 1,532 $566K
Wetzel Investment Advisors, Inc. 0.28% Reduce -0.2% 1,525 $565K
Fiduciary Group, LLC 0.06% Reduce -1.6% 1,528 $564K
Cercano Management LLC 0.01% No change 1,517 $560K
Kercheville Advisors, LLC 0.22% No change 1,506 $556K
Platform Technology Partners 0.17% No change 1,506 $556K
Manchester Capital Management LLC 0.06% No change 1,505 $556K
Firestone Capital Management 0.14% No change 1,500 $554K
First National Trust Co 0.02% No change 1,500 $554K
Horan Securities, Inc. 0.21% Reduce -7.8% 1,499 $554K
iSAM Funds (UK) Ltd 0.41% New 1,498 $553K
Brookstone Capital Management 0.01% Reduce -7.1% 1,493 $551K
Cobblestone Capital Advisors LLC 0.03% No change 1,490 $550K
Diversified Enterprises, LLC 0.05% Add +18.6% 1,486 $549K
FIL Ltd 0.00% Reduce -23.5% 1,471 $543K
Argent Trust Co 0.02% Add +7.6% 1,462 $540K
Valley Wealth Managers, Inc. 0.04% Add +840.6% 1,458 $539K
Mitchell McLeod Pugh & Williams Inc. 0.11% Reduce -37.3% 1,457 $538K
Harvest Investment Services, LLC 0.13% New 1,455 $537K
First Bank & Trust 0.10% Add +119.5% 1,453 $537K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -35.7% 1,450 $536K
Brooklyn Investment Group 0.16% Add +6.2% 1,447 $534K
Axxcess Wealth Management, LLC 0.01% Add +176.3% 1,445 $534K
Bellecapital International Ltd. 0.09% Reduce -12.2% 1,427 $527K
Howard Capital Management, LLC 0.01% New 1,427 $527K
Palisades Hudson Asset Management, L.P. 0.22% No change 1,427 $527K
Sage Mountain Advisors LLC 0.04% Reduce -5.0% 1,414 $522K
Somerville Kurt F 0.09% Reduce -12.4% 1,413 $522K
Sompo Asset Management Co., Ltd. 0.09% No change 1,410 $521K
Hilltop Holdings Inc. 0.03% Add +4.5% 1,408 $520K
MTM Investment Management, LLC 0.20% No change 1,400 $517K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.02% New 1,400 $517K
Alpine Global Management, LLC 0.17% New 1,394 $515K
Boston Trust Walden Corp 0.00% No change 1,394 $515K
Gratus Wealth Advisors, LLC 0.08% No change 1,388 $513K
High Probability Advisors, LLC 0.09% No change 1,360 $502K
Trilogy Capital Inc. 0.03% Add +0.3% 1,357 $501K
Gray Wealth Management Inc. 0.19% Reduce -0.1% 1,355 $500K
Verdence Capital Advisors LLC 0.04% Reduce -0.5% 1,355 $500K
Pacific Sage Partners, LLC 0.11% No change 1,354 $500K
Beacon Capital Management, LLC 0.07% Add +0.2% 1,353 $500K
Bridgewater Associates 0.00% Add +42.2% 1,351 $499K
Bath Savings Trust Co 0.05% No change 1,350 $499K
Murphy Pohlad Asset Management LLC 0.21% Reduce -45.7% 1,350 $499K
Tilia Fiduciary Partners, Inc. 0.34% Add +0.1% 1,342 $496K
Means Investment Co., Inc. 0.05% Add +19.1% 1,341 $495K
Commerzbank Aktiengesellschaft 0.01% Add +55.0% 1,333 $495K
Aveo Capital Partners, LLC 0.05% Reduce -0.7% 1,339 $495K
Allegheny Financial Group 0.13% Reduce -59.8% 1,332 $492K
CX Institutional 0.02% Add +2.9% 1,330 $491K
New England Capital Financial Advisors LLC 0.24% Add +0.1% 1,327 $490K
Mayflower Financial Advisors, LLC 0.07% Add +0.1% 1,326 $490K
Clarius Group, LLC 0.03% Add +12.5% 1,324 $489K
Oak Thistle LLC 0.15% New 1,323 $489K
Evercore Wealth Management, LLC 0.01% No change 1,316 $486K
SeaCrest Wealth Management, LLC 0.05% Reduce -5.7% 1,314 $485K
Kesler, Norman & Wride, LLC 0.10% New 1,307 $483K
Aureus Asset Management, LLC 0.03% No change 1,305 $482K
Stevens Capital Management LP 0.19% Add +134.0% 1,301 $481K
ICONIQ Capital, LLC 0.01% Add +141.8% 1,301 $481K
Empower Advisory Group, LLC 0.00% Reduce -0.7% 1,297 $479K
Larson Financial Group LLC 0.02% Add +10.5% 1,297 $479K
Ritholtz Wealth Management 0.01% Add +5.8% 1,297 $479K
Johnson Investment Counsel Inc. 0.00% Add +14.7% 1,287 $475K
SPC Financial, Inc. 0.04% Reduce -2.3% 1,284 $474K
Advisors Management Group Inc. 0.11% No change 1,284 $474K
World Equity Group, Inc. 0.10% Add +116.2% 1,280 $473K
First Manhattan Co. Llc. 0.00% Reduce -0.6% 1,277 $472K
Modera Wealth Management, LLC 0.01% Add +41.0% 1,270 $469K
Ameritas Advisory Services, LLC 0.02% New 1,268 $468K
Pioneer Trust Bank N A 0.12% No change 1,265 $467K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -0.7% 1,256 $464K
Contravisory Investment Management, Inc. 0.10% Reduce -5.4% 1,253 $463K
Integrated Investment Consultants, LLC 0.10% Add +0.9% 1,251 $462K
Old North State Wealth Management, LLC 0.26% Add +12.1% 1,245 $461K
Wealth Quarterback LLC 0.22% Add +0.2% 1,244 $460K
Raelipskie Partnership 0.23% No change 1,243 $459K
Harrington Investments, INC 0.25% No change 1,233 $455K
AdvisorShares Investments LLC 0.09% New 1,230 $454K
Arcadia Wealth Management, LLC 0.23% Add +0.5% 1,228 $453K
Pines Wealth Management, LLC 0.20% — 1,201 $453K
Magnus Financial Group LLC 0.04% Add +0.3% 1,224 $452K
Aaron Wealth Advisors LLC 0.05% Add +6.5% 1,223 $452K
Legacy Financial Advisors, Inc. 0.07% Reduce -5.7% 1,219 $450K
Howe & Rusling Inc. 0.04% Add +3.4% 1,217 $449K
Meiji Yasuda Life Insurance Co 0.01% Add +78.0% 1,216 $449K
MRA Advisory Group 0.24% Reduce -15.4% 1,215 $449K
First City Capital Management, Inc. 0.24% No change 1,214 $448K
Virtue Capital Management, LLC 0.09% Reduce -0.2% 1,212 $448K
TFB Advisors LLC 0.13% Reduce -3.2% 1,211 $447K
Inlet Private Wealth, LLC 0.12% No change 1,204 $445K
Headinvest, LLC 0.08% No change 1,204 $445K
Novus Advisors, LLC 0.44% — 1,200 $443K
R Squared Ltd 0.43% — 1,200 $443K
bLong Financial, LLC 0.37% — 1,200 $443K
BOCHK Asset Management Ltd 0.14% New 1,200 $443K
Hall Laurie J Trustee 0.15% No change 1,200 $443K
Douglas Lane & Associates, LLC 0.01% Add +90.3% 1,199 $443K
IHT Wealth Management, LLC 0.01% Reduce -4.2% 1,197 $442K
GTS Securities LLC 0.02% Reduce -87.5% 1,192 $440K
MGB Wealth Management, LLC 0.14% New 1,183 $437K
Barnett & Company, Inc. 0.29% No change 1,180 $436K
Avior Wealth Management, LLC 0.02% Reduce -1.6% 1,167 $431K
PharVision Advisers, LLC 0.36% — 1,164 $430K
Quotient Wealth Partners, LLC 0.01% Add +5.3% 1,163 $430K
Personal Cfo Solutions, LLC 0.08% Add +2.4% 1,153 $426K
Councilmark Asset Management, LLC 0.29% No change 1,150 $425K
Twin Tree Management, LP 0.01% New 1,149 $424K
Lockerman Financial Group, Inc. 0.72% Reduce -0.3% 1,140 $421K
Signature Estate & Investment Advisors LLC 0.01% Reduce -0.3% 1,137 $420K
Ballew Advisors, Inc 0.27% No change 1,112 $419K
CI Investments Inc. 0.00% Add +2.4% 1,133 $418K
OneAscent Family Office, LLC 0.76% — 1,130 $417K
Sterling Investment Counsel, LLC 0.27% No change 1,117 $413K
Petrus Trust Company, LTA 0.04% New 1,116 $412K
Pettyjohn, Wood & White, Inc. 0.08% Reduce -0.4% 1,114 $411K
Bigelow Investment Advisors, LLC 0.19% Reduce -0.3% 1,107 $409K
Childress Capital Advisors, LLC 0.11% Reduce -2.8% 1,100 $406K
German American Bancorp, Inc. 0.04% No change 1,100 $406K
Balboa Wealth Partners 0.09% Add +18.7% 1,098 $406K
Florida Trust Wealth Management Co 0.01% Add +96.6% 1,097 $405K
Rehmann Capital Advisory Group 0.03% Add +17.5% 1,090 $403K
Equitable Holdings, Inc. 0.00% Reduce -9.6% 1,087 $401K
SevenBridge Financial Group, LLC 0.08% No change 1,096 $400K
First Citizens Bank & Trust Co. 0.01% Add +17.6% 1,081 $399K
Muirfield Wealth Advisors LLC 0.33% Add +1.7% 1,079 $399K
Farringdon Capital, Ltd. 0.16% — 1,070 $395K
GeoWealth Management, LLC 0.01% Add +20.4% 1,067 $394K
Sunbeam Capital Management, LLC 0.37% — 1,066 $394K
ZWJ Investment Counsel Inc. 0.02% Add +0.2% 1,062 $392K
PDS Planning, Inc 0.03% Add +0.6% 1,059 $391K
Claro Advisors Inc. 0.05% Reduce -7.1% 1,053 $389K
Greenspring Advisors, LLC 0.08% No change 1,050 $388K
West Family Investments, Inc. 0.13% Reduce -2.2% 1,048 $387K
Sterneck Capital Management, LLC 0.21% Add +62.0% 1,045 $386K
Northside Capital Management, LLC 0.10% No change 1,045 $386K
Goepper Burkhardt LLC 0.16% No change 1,042 $385K
Fidelis Capital Partners, LLC 0.04% Add +4.1% 1,067 $385K
Harbour Investments, Inc. 0.01% Add +11.8% 1,029 $380K
Collective Family Office LLC 0.10% Reduce -6.9% 1,025 $379K
Watershed Private Wealth LLC 0.15% Reduce -3.9% 1,023 $378K
Boothbay Fund Management, LLC 0.01% New 1,021 $377K
Fielder Capital Group LLC 0.12% Reduce -0.2% 1,017 $376K
AlTi Global, Inc. 0.01% New 1,012 $374K
Private Portfolio Partners LLC 0.07% No change 1,009 $373K
Gilliland Jeter Wealth Management LLC 0.13% Add +0.1% 1,008 $372K
Apexium Financial, LP 0.02% New 1,008 $372K
Procyon Advisors, LLC 0.02% Add +8.6% 1,007 $372K
Trust Point Inc. 0.03% Add +11.6% 1,001 $370K
one8zero8, LLC 0.08% — 1,000 $369K
LBMC Investment Advisors, LLC 0.03% No change 1,000 $369K
RBF Capital, LLC 0.02% No change 1,000 $369K
Grey Ledge Advisors, LLC 0.10% Add +0.3% 998 $369K
Ramirez Asset Management, Inc. 0.07% No change 989 $365K
State of Wyoming 0.05% Add +79.8% 989 $365K
Radnor Capital Management, LLC 0.06% No change 985 $364K
Financial Insights, Inc. 0.14% Reduce -61.8% 983 $363K
Institute for Wealth Management, LLC. 0.05% Add +0.4% 981 $362K
Simon Quick Advisors, LLC 0.02% Add +9.1% 981 $362K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -1.5% 978 $361K
Balefire, LLC 0.12% Reduce -14.0% 964 $360K
StoneX Group Inc. 0.02% Add +3.3% 975 $360K
Moneco Advisors, LLC 0.04% Add +18.9% 975 $360K
West Paces Advisors Inc. 0.09% No change 961 $355K
Everpar Advisors LLC 0.18% Reduce -15.4% 960 $355K
Wealth Management Associates, Inc. 0.15% No change 954 $352K
CWA Asset Management Group, LLC 0.02% Reduce -4.1% 952 $352K
Fayez Sarofim & Co 0.00% New 952 $352K
Park Place Capital Corp 0.10% Add +182.3% 943 $348K
Certuity, LLC 0.04% Add +67.0% 940 $347K
Busey Bank 0.01% Reduce -4.3% 934 $345K
Mather Group, Llc. 0.00% Add +5.4% 932 $344K
Great Valley Advisor Group, Inc. 0.01% Add +11.4% 929 $343K
Dakota Wealth Management 0.01% Add +1.3% 928 $343K
Sky Investment Group LLC 0.06% Reduce -6.1% 925 $342K
Catalina Capital Group, LLC 0.11% Add +3.2% 924 $341K
Accurate Wealth Management, LLC 0.07% Reduce -2.8% 901 $340K
Asset Allocation Strategies LLC 0.08% Reduce -5.0% 937 $339K
Bingham Private Wealth, LLC 0.36% — 915 $338K
One Plus One Wealth Management, LLC 0.20% Reduce -14.1% 915 $338K
SeaBridge Investment Advisors LLC 0.07% New 910 $336K
Sentry Investment Management LLC 0.16% Reduce -18.7% 901 $333K
Alliance Wealth Advisors, LLC 0.19% No change 900 $332K
Quantum Private Wealth, LLC 0.11% No change 900 $332K
J. W. Coons Advisors, LLC 0.09% No change 900 $332K
Shufro Rose & Co. LLC 0.03% Reduce -2.2% 900 $332K
Vista Investment Partners Ii, LLC 0.20% — 899 $332K
Hancock Whitney Corp. 0.01% Reduce -12.7% 897 $331K
Arkadios Wealth Advisors 0.02% New 896 $331K
Triangle Securities Wealth Management 0.08% No change 895 $331K
Wilkins Investment Counsel Inc. 0.05% Add +27.6% 893 $330K
Strategic Wealth Partners, Ltd. 0.03% Add +64.1% 911 $329K
Liberty Wealth Management LLC 0.05% Reduce -4.0% 888 $328K
Independent Financial Group, LLC 0.01% Reduce -6.8% 887 $328K
Cornerstone Wealth Management, LLC 0.02% No change 886 $327K
Keyes, Stange & Wooten Wealth Management, LLC 0.19% Reduce -1.3% 884 $327K
Washington Trust Advisors, Inc. 0.03% Reduce -3.8% 872 $322K
L2 Asset Management, LLC 0.07% Reduce -3.2% 869 $321K
Parkside Financial Bank & Trust 0.04% Reduce -3.3% 867 $320K
Baldwin Wealth Partners LLC 0.02% No change 866 $320K
Peregrine Asset Advisers, Inc. 0.12% Add +13.1% 865 $319K
Mosaic Family Wealth Partners, LLC 0.05% No change 865 $319K
Goldstone Financial Group, LLC 0.05% Add +47.2% 864 $319K
tru Independence LLC 0.10% No change 863 $319K
Polymer Capital Management (HK) LTD 0.06% Reduce -63.6% 860 $318K
PAX Financial Group, LLC 0.06% Add +17.4% 858 $317K
Lyell Wealth Management, LP 0.03% No change 858 $317K
Court Place Advisors, LLC 0.10% Reduce -39.1% 855 $316K
Quent Capital, LLC 0.03% Add +0.3% 852 $315K
LWM Advisory Services, LLC 0.22% No change 840 $314K
Parr McKnight Wealth Management Group, LLC 0.04% — 850 $314K
Verity & Verity, LLC 0.03% No change 849 $314K
Blalock Williams, LLC 0.36% — 845 $312K
Pinnacle Wealth Planning Services, Inc. 0.05% Reduce -39.4% 840 $310K
Mechanics Bank Trust Department 0.04% No change 840 $310K
Addison Advisors LLC 0.09% No change 839 $310K
Tevis Investment Management 0.23% New 837 $309K
Ifrah Financial Services, Inc. 0.09% Reduce -1.8% 836 $309K
SilverOak Wealth Management LLC 0.07% Add +0.5% 834 $308K
Horizon Family Wealth, Inc. 0.20% Add +0.2% 834 $308K
Cottonwood Capital Advisors, LLC 0.22% Reduce -8.7% 831 $307K
Sage Private Wealth Group, LLC 0.23% Add +13.1% 822 $304K
Quantum Financial Advisors, LLC 0.05% Reduce -1.7% 820 $303K
CVA Family Office, LLC 0.05% Add +4.6% 816 $301K
Compass Capital Corp. /Ma/ 0.12% — 814 $301K
Savvy Advisors, Inc. 0.04% New 814 $301K
Tobias Financial Advisors, Inc. 0.06% Reduce -8.8% 812 $300K
Hazlett, Burt & Watson, Inc. 0.13% No change 810 $299K
Wealth Group, Ltd. 0.19% Reduce -1.1% 804 $297K
Impact Investors, Inc 0.23% — 804 $297K
Searle & Co. 0.09% No change 800 $295K
Fractal Investments LLC 0.05% No change 800 $295K
Cynosure Group, LLC 0.04% Reduce -19.4% 800 $295K
Financial Management Professionals, Inc. 0.04% Reduce -0.6% 798 $295K
Formidable Asset Management, LLC 0.05% Reduce -3.0% 797 $294K
Roman Butler Fullerton & Co. 0.09% Reduce -2.5% 797 $293K
Voya Financial Advisors, Inc. 0.03% Add +4.5% 787 $292K
Cerro Pacific Wealth Advisors LLC 0.10% New 750 $291K
Cim, LLC 0.04% No change 785 $290K
Pure Financial Advisors, LLC 0.01% Add +1.7% 785 $290K
Noble Family Wealth, LLC 0.08% New 780 $289K
Bangor Savings Bank 0.03% No change 783 $289K
Garde Capital, Inc. 0.02% Reduce -9.5% 781 $288K
Private Trust Co. NA 0.03% Add +17.0% 772 $285K
Dark Forest Capital Management LP 0.04% Reduce -48.8% 771 $285K
Belpointe Asset Management LLC 0.02% Reduce -0.5% 787 $285K
Advisor OS, LLC 0.03% Add +6.2% 770 $284K
AdvisorNet Financial, Inc 0.02% Add +7.0% 769 $284K
Bank of Marin 0.22% No change 767 $283K
Scissortail Wealth Management, LLC 0.07% Add +25466.7% 767 $283K
Capital Investment Advisors, LLC 0.01% Add +2.4% 766 $283K
Badgley Phelps Wealth Managers, LLC 0.01% No change 765 $283K
RFG Advisory, LLC 0.01% Add +24.1% 763 $282K
YHB Investment Advisors, Inc. 0.02% Reduce -3.8% 760 $281K
Stock Yards Bank & Trust Co. 0.01% Reduce -22.9% 758 $280K
Gateway Investment Advisers LLC 0.00% Reduce -11.8% 752 $278K
Sharpepoint LLC 0.25% — 750 $277K
Smith & Howard Wealth Management, LLC 0.08% No change 750 $277K
Everett Harris & Co. 0.00% Add +28.0% 750 $277K
Retirement Income Solutions, Inc. 0.06% No change 748 $276K
Bayforest Capital Ltd 0.34% — 745 $275K
Atlantic Union Bankshares Corp 0.02% No change 745 $275K
Alta Advisers Ltd 0.17% Add +5.6% 739 $273K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -2.0% 738 $273K
Stonebridge Capital Advisors LLC 0.02% No change 737 $272K
Blueshift Asset Management, LLC 0.10% New 730 $270K
Segment Wealth Management, LLC 0.02% No change 730 $270K
CoreCap Advisors, LLC 0.01% Reduce -9.6% 729 $269K
Simmons Bank 0.02% Add +12.8% 725 $268K
WASHINGTON TRUST Co 0.01% No change 725 $268K
Ulland Investment Advisors, LLC 0.18% No change 720 $266K
UNIVEST FINANCIAL Corp 0.02% Add +0.1% 720 $266K
Northeast Financial Group, Inc. 0.10% Add +18.9% 717 $265K
Rothschild Investment LLC 0.02% Add +2.3% 714 $264K
Geller Advisors LLC 0.02% Reduce -0.7% 714 $264K
Oppenheimer Asset Management Inc. 0.00% Add +0.7% 714 $264K
Old Port Advisors 0.08% Add +12.6% 713 $263K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -1.1% 712 $263K
L.M. Kohn & Company 0.07% No change 709 $262K
Bell Bank 0.02% Reduce -0.3% 708 $262K
FourThought Financial Partners, LLC 0.03% New 704 $260K
HCR Wealth Advisors 0.03% Add +0.3% 703 $260K
BSW Wealth Partners 0.04% Add +10.7% 702 $259K
EPG Wealth Management LLC 0.07% Reduce -5.1% 702 $259K
MJP Associates Inc. 0.05% Add +6.5% 700 $259K
Compass Wealth Management LLC 0.06% No change 700 $259K
Atwood & Palmer Inc. 0.02% No change 700 $259K
Journey Strategic Wealth LLC 0.01% Add +3.0% 698 $258K
PFG Private Wealth Management, LLC 0.15% Reduce -0.4% 698 $258K
Longboard Asset Management, LP 0.68% — 695 $257K
Relyea Zuckerberg Hanson LLC 0.03% Reduce -0.1% 692 $256K
Philip James Wealth Mangement, LLC 0.03% No change 691 $255K
Four Tree Island Advisory LLC 0.18% — 687 $254K
Sivia Capital Partners, LLC 0.13% Reduce -1.1% 686 $253K
Main Street Financial Solutions, LLC 0.03% Reduce -2.7% 686 $253K
Proficio Capital Partners LLC 0.02% Add +28.3% 685 $253K
Human Investing LLC 0.04% No change 682 $252K
KMG Fiduciary Partners, LLC 0.02% Reduce -1.7% 682 $252K
American Trust 0.02% No change 680 $251K
Heritage Financial Services, LLC 0.03% No change 678 $250K
Baker Tilly Wealth Management, LLC 0.10% Reduce -0.9% 675 $249K
First National Corp. /Ma/ 0.06% No change 672 $248K
Marathon Strategic Advisors, LLC 0.27% Reduce -5.0% 671 $248K
Elyxium Wealth, LLC 0.15% Reduce -83.8% 670 $247K
Delta Financial Group, Inc. 0.06% Reduce -1.5% 668 $247K
First Foundation Advisors 0.01% No change 665 $246K
First National Bank of Omaha 0.02% No change 665 $246K
Nottingham Advisors, Inc. 0.03% Reduce -12.9% 663 $245K
Abacus Planning Group, Inc. 0.04% No change 662 $245K
TRUE Private Wealth Advisors 0.03% No change 661 $244K
Veltria Advisors Corp. 0.10% New 658 $243K
First Citizens Financial Corp 0.13% Add +4.6% 656 $242K
LaSalle St. Investment Advisors, LLC 0.07% New 657 $242K
Private Wealth Partners, LLC 0.02% New 655 $242K
Five Oceans Advisors 0.11% Add +0.6% 652 $241K
Cromwell Holdings LLC 0.14% No change 651 $240K
Smithfield Trust Co 0.01% No change 651 $240K
Meadow Creek Wealth Advisors LLC 0.17% Reduce -8.6% 647 $239K
Intrust Bank NA 0.02% No change 644 $238K
Centaurus Financial, Inc. 0.01% New 641 $237K
Advisory Alpha, LLC 0.01% Reduce -2.6% 641 $237K
Safeguard Financial, LLC 0.05% Reduce -20.5% 641 $237K
Meridian Wealth Management, LLC 0.01% New 640 $236K
MTM Financial Group, LLC 0.14% No change 640 $236K
Plancorp, LLC 0.01% Add +3.4% 637 $235K
Heritage Wealth Management, Inc. 0.08% Reduce -9.3% 635 $235K
Athena Investment Management 0.14% Reduce -10.6% 634 $234K
Foster & Motley Inc. 0.02% No change 634 $234K
Millstone Evans Group, LLC 0.16% — 632 $233K
IMPACTfolio, LLC 0.12% Reduce -2.6% 628 $232K
Crew Capital Management, Ltd 0.19% No change 623 $230K
Genesee Capital Advisors, LLC 0.11% No change 621 $229K
Perpetual Ltd 0.00% Add +1.0% 619 $229K
Legacy Advisors, LLC 0.02% Add +8.8% 615 $227K
Freedom Investment Management, Inc. 0.02% Reduce -70.0% 615 $227K
Wendell David Associates Inc. 0.02% No change 616 $227K
Novem Group 0.03% — 611 $226K
Sound View Wealth Advisors Group, LLC 0.02% New 610 $225K
Meridian Financial Partners LLC 0.12% No change 609 $225K
Ninety One SA (Pty) Ltd 0.05% Reduce -43.3% 607 $224K
TriaGen Wealth Management LLC 0.08% No change 607 $224K
Convergence Investment Partners, LLC 0.05% Reduce -11.5% 607 $224K
Versant Capital Management, Inc 0.05% Add +41.9% 606 $224K
Welch & Forbes LLC 0.00% Add +1.0% 606 $224K
Alpha Family Trust 0.13% No change 605 $223K
Cottage Street Advisors LLC 0.12% Reduce -15.1% 603 $223K
Thomasville National Bank 0.02% Reduce -3.7% 602 $222K
Eastern Bank 0.00% Reduce -6.5% 602 $222K
Optimize Financial Inc. 0.17% — 601 $222K
Duncker Streett & Co. Inc. 0.04% No change 600 $222K
Hudock, Inc. 0.04% No change 600 $222K
Hemenway Trust Co LLC 0.02% Reduce -14.3% 600 $222K
JARISLOWSKY, FRASER Ltd 0.00% No change 600 $222K
Pacific Global Investment Management Co. 0.28% Reduce -92.4% 598 $221K
Olympiad Research LP 0.23% New 598 $221K
CYBER HORNET ETFs LLC 0.21% Add +0.8% 597 $221K
Certified Advisory Corp 0.02% Reduce -17.8% 597 $220K
Tradition Wealth Management, LLC 0.02% Reduce -0.5% 595 $220K
Blue Chip Partners, LLC 0.02% Reduce -9.1% 593 $219K
Register Financial Advisors LLC 0.11% No change 591 $218K
Saxony Capital Management, LLC 0.19% No change 590 $218K
PFG Advisors 0.01% Reduce -33.1% 587 $217K
Great Waters Wealth Management 0.03% Add +1.9% 586 $216K
Berkeley Capital Partners, LLC 0.06% Add +3.2% 582 $215K
Flynn Zito Capital Management, LLC 0.10% No change 582 $215K
Prairie Wealth Advisors, Inc. 0.10% No change 580 $214K
Ingalls & Snyder LLC 0.01% Reduce -2.7% 580 $214K
Gryphon Financial Partners LLC 0.03% Reduce -16.4% 573 $212K
Kooman & Associates 0.08% Add +0.5% 573 $212K
Intrepid Capital Management Inc. 0.13% No change 571 $211K
Alpha Zero LLC 0.16% — 569 $210K
Smith Salley Wealth Management 0.01% No change 568 $210K
McKinley Carter Wealth Services, Inc. 0.01% Add +3.1% 567 $209K
Genesis Private Wealth, LLC 0.12% — 566 $209K
Equitable Trust Co. 0.01% No change 565 $209K
Fortress Financial Group, LLC 0.21% — 564 $208K
Corton Capital Inc. 0.12% New 563 $208K
Soltis Investment Advisors LLC 0.02% New 563 $208K
First National Advisers, LLC 0.03% No change 561 $207K
North Star Investment Management Corp. 0.01% No change 560 $207K
Cary Street Partners Investment Advisory LLC 0.14% Reduce -96.5% 559 $206K
TPG Financial Advisors, LLC 0.09% Reduce -9.4% 559 $206K
Strategic Blueprint, LLC 0.01% New 558 $206K
Raleigh Capital Management Inc. 0.08% Add +21.8% 558 $206K
Heartwood Wealth Advisors LLC 0.02% No change 558 $206K
Old National Bancorp 0.00% New 558 $206K
LGL Partners, LLC 0.03% Add +0.4% 558 $206K
Wealthstar Advisors, LLC 0.09% — 557 $206K
E Fund Management Co., Ltd. 0.01% Reduce -58.5% 557 $206K
Petros Family Wealth, LLC 0.22% — 556 $205K
Mutual Advisors, LLC 0.01% Add +1.0% 527 $205K
Carr Financial Group Corp 0.06% New 554 $205K
TCI Wealth Advisors, Inc. 0.02% Reduce -0.2% 550 $203K
LVM Capital Management Ltd. 0.02% New 550 $203K
Sovran Advisors, LLC 0.03% — 526 $201K
May Hill Capital, LLC 0.08% — 545 $201K
Stonebridge Financial Group, LLC 0.02% — 545 $201K
Van Cleef Asset Management,Inc 0.02% No change 545 $201K
Anchor Pointe Wealth Management, LLC 0.26% — 540 $200K
Destiny Wealth Partners, LLC 0.03% Reduce -5.7% 542 $200K
EHP Funds Inc. 0.21% Reduce -12.5% 1,400 $200K
Tortoise Investment Management, LLC 0.02% Add +6.5% 537 $198K
Logan Capital Management Inc. 0.01% Add +4.6% 523 $193K
Pacifica Partners Inc. 0.08% No change 500 $187K
Parallax Volatility Advisers, L.P. 0.00% Reduce -98.9% 502 $185K
MCF Advisors LLC 0.01% No change 500 $185K
Atlas Capital Advisors Inc. 0.02% No change 458 $169K
GHP Investment Advisors, Inc. 0.01% No change 444 $164K
Arlington Trust Co LLC 0.03% No change 443 $164K
Karani Asset Management LLC 0.15% — 440 $163K
Evergreen Private Wealth LLC 0.08% Add +2.6% 440 $163K
Reyes Financial Architecture, Inc. 0.13% — 434 $160K
City State Bank 0.05% Reduce -10.0% 406 $150K
GPS Wealth Strategies Group, LLC 0.02% Reduce -56.2% 393 $145K
Catalyst Capital Advisors LLC 0.00% New 363 $134K
GW&K Investment Management, LLC 0.00% Add +4.4% 359 $133K
Headlands Technologies LLC 0.01% New 354 $131K
Lee Danner & Bass Inc. 0.01% New 350 $129K
Oarsman Capital, Inc. 0.02% Add +6.6% 338 $125K
DiNuzzo Private Wealth, Inc. 0.02% Reduce -0.3% 325 $120K
Ridgewood Investments LLC 0.06% No change 321 $119K
First Command Advisory Services, Inc. 0.00% No change 319 $118K
Anchor Investment Management, LLC 0.01% Reduce -1.6% 318 $117K
Gables Capital Management Inc. 0.06% Add +90.4% 316 $117K
Hemington Wealth Management 0.03% Add +6.1% 312 $115K
First United Bank & Trust 0.04% No change 299 $110K
ORG Partners LLC 0.02% Reduce -1.7% 297 $110K
Cape Investment Advisory, Inc. 0.04% New 288 $106K
HUB Investment Partners, LLC 0.00% New 279 $103K
TFC Financial Management, Inc. 0.02% Add +13.1% 277 $102K
Pingora Partners LLC 0.07% No change 275 $102K
Plante Moran Financial Advisors, LLC 0.01% Reduce -4.3% 270 $100K
Ascentis Wealth Management, LLC 0.03% Reduce -19.5% 269 $99K
Motco 0.01% Reduce -4.0% 267 $99K
American National Bank & Trust 0.01% No change 262 $97K
Crewe Advisors LLC 0.01% Reduce -8.3% 254 $94K
Asset Dedication, LLC 0.01% No change 252 $93K
Capital Advisors, Ltd. LLC 0.01% No change 242 $89K
JNBA Financial Advisors 0.01% No change 240 $89K
Venturi Wealth Management, LLC 0.00% Reduce -37.8% 234 $86K
Carolinas Wealth Consulting LLC 0.02% Reduce -22.1% 232 $86K
Gen-Wealth Partners Inc 0.04% No change 231 $85K
Ruedi Wealth Management, Inc. 0.03% No change 226 $83K
Financial Perspectives, Inc 0.03% No change 225 $83K
Riverview Trust Co 0.08% No change 224 $83K
Oakworth Capital, Inc. 0.01% Add +2.4% 216 $80K
Sunbelt Securities, Inc. 0.01% Reduce -67.5% 213 $79K
Hopwood Financial Services, Inc. 0.06% — 206 $76K
Riggs Asset Managment Co. Inc. 0.02% No change 200 $74K
Financially Speaking Inc 0.05% — 200 $74K
Avondale Wealth Management 0.05% No change 200 $74K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +8.1% 200 $74K
Crews Bank & Trust 0.01% — 200 $74K
Webster Bank, N. A. 0.01% No change 200 $74K
Peoples Financial Services Corp. 0.03% New 200 $74K
New Age Alpha Advisors, LLC 0.00% New 199 $74K
Capital Analysts, LLC 0.00% No change 197 $72K
MV Capital Management, Inc. 0.01% No change 193 $71K
Rosenberg Matthew Hamilton 0.02% No change 192 $71K
Covestor Ltd 0.04% Reduce -60.6% 187 $69K
PFS Partners, LLC 0.04% No change 185 $68K
WPG Advisers, LLC 0.06% — 185 $68K
Farmers & Merchants Investments Inc. 0.00% No change 183 $68K
General Partner, Inc. 0.04% No change 182 $67K
Indiana Trust & Investment Management Co 0.02% No change 179 $66K
Hexagon Capital Partners LLC 0.01% Add +2.3% 179 $66K
Rise Advisors, LLC 0.03% Add +1.2% 174 $64K
Sierra Ocean, LLC 0.05% — 171 $63K
Knuff & Co LLC 0.02% New 167 $62K
HHM Wealth Advisors, LLC 0.01% Add +71.9% 165 $61K
West Branch Capital LLC 0.02% Add +8.7% 163 $60K
Bell Investment Advisors, Inc 0.01% Reduce -1.8% 162 $60K
Wintrust Investments LLC 0.05% Reduce -49.0% 159 $58K
Salomon & Ludwin, LLC 0.01% Reduce -3.7% 156 $58K
SouthState Bank Corp 0.00% Reduce -13.6% 153 $57K
Pinney & Scofield, Inc. 0.04% — 150 $55K
Essex Investment Management Co. LLC 0.01% Reduce -82.8% 150 $55K
Van Hulzen Asset Management, LLC 0.00% New 150 $55K
Centricity Wealth Management, LLC 0.05% — 149 $55K
True Wealth Design, LLC 0.02% Add +13.7% 149 $55K
Coppell Advisory Solutions LLC 0.01% Reduce -27.5% 145 $54K
Davis Capital Management 0.04% Reduce -11.2% 143 $53K
JFS Wealth Advisors, LLC 0.00% No change 138 $51K
Old Second National Bank of Aurora 0.01% Add +2.2% 138 $51K
Bollard Group LLC 0.00% No change 136 $50K
Moisand Fitzgerald Tamayo, LLC 0.01% Reduce -8.2% 135 $50K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -15.1% 129 $48K
Glen Eagle Advisors, LLC 0.01% No change 126 $47K
McIlrath & Eck, LLC 0.01% Reduce -54.5% 125 $46K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 125 $46K
BankPlus Trust Department 0.01% — 123 $45K
Canton Hathaway, LLC 0.01% No change 123 $45K
Fortitude Family Office, LLC 0.02% No change 121 $45K
Barrett & Company, Inc. 0.02% No change 120 $44K
Godsey & Gibb, Inc. 0.00% Add +20.0% 120 $44K
DHJJ Financial Advisors, Ltd. 0.02% No change 115 $42K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -47.1% 111 $41K
Golden State Wealth Management, LLC 0.01% — 106 $39K
BOK Financial Private Wealth, Inc. 0.00% Add +4.0% 104 $38K
Legacy Investment Solutions, LLC 0.03% No change 107 $38K
Legacy Wealth Managment, LLC 0.03% No change 107 $38K
Sugarloaf Wealth Management, LLC 0.01% No change 103 $38K
Delta Asset Management LLC 0.00% No change 103 $38K
Trust Co. of Vermont 0.00% Reduce -75.2% 102 $38K
Flagship Wealth Advisors, LLC 0.02% — 100 $37K
Pittenger & Anderson Inc. 0.00% No change 100 $37K
Piscataqua Savings Bank 0.03% No change 100 $37K
Sound Income Strategies, LLC 0.00% Add +1314.3% 99 $37K
LGT Financial Advisors LLC 0.08% No change 94 $35K
Clean Yield Group 0.01% No change 93 $34K
DT Investment Partners, LLC 0.00% No change 92 $34K
GoalVest Advisory LLC 0.01% Reduce -41.2% 90 $33K
PSI Advisors, LLC 0.01% No change 88 $32K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -43.0% 86 $32K
Maryland Capital Advisors Inc. 0.01% No change 80 $30K
Eagle Bay Advisors LLC 0.02% Reduce -11.6% 76 $28K
Vermillion & White Wealth Management Group, LLC 0.02% New 75 $28K
Aventura Private Wealth, LLC 0.01% — 74 $27K
Highline Wealth Partners LLC 0.01% Add +12.7% 71 $26K
Minot DeBlois Advisors LLC 0.02% — 70 $26K
MidAtlantic Capital Management, Inc. 0.02% No change 70 $26K
Global Wealth Strategies & Associates 0.01% New 70 $26K
Dunhill Financial, LLC 0.01% Add +21.8% 67 $25K
Financial Life Planners 0.02% — 65 $24K
Tradewinds Capital Management, LLC 0.01% Add +18.2% 65 $24K
Tucker Asset Management LLC 0.01% No change 65 $24K
Sachetta, LLC 0.01% Reduce -50.4% 64 $24K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 61 $23K
Icon Advisers Inc. 0.01% New 60 $22K
1620 Investment Advisors, Inc. 0.02% Reduce -22.7% 58 $21K
Physician Wealth Advisors, Inc. 0.00% New 57 $21K
Coastline Trust Co 0.00% No change 57 $21K
Raffa Wealth Management, LLC 0.00% Reduce -5.1% 56 $21K
Private Wealth Management Group, LLC 0.01% No change 55 $20K
Rakuten Securities, Inc. 0.01% Add +980.0% 54 $20K
Global Financial Private Client, LLC 0.01% Add +5.9% 54 $20K
Red Tortoise LLC 0.01% No change 54 $20K
Creative Capital Management Investments LLC 0.01% No change 51 $19K
Pinnacle Bancorp, Inc. 0.01% New 50 $18K
Bruce G. Allen Investments, LLC 0.01% Reduce -9.1% 50 $18K
Prestige Wealth Management Group LLC 0.00% No change 49 $18K
Atlatl Advisers LLC 0.01% — 48 $18K
Bogart Wealth, LLC 0.00% No change 47 $17K
Westside Investment Management, Inc. 0.00% No change 44 $16K
Park Square Financial Group, LLC 0.01% — 42 $16K
Aspect Partners, LLC 0.01% No change 42 $16K
WR Wealth Planners, LLC 0.01% Add +50.0% 42 $16K
Atala Financial Inc 0.01% — 41 $15K
Synergy Investment Management, LLC 0.01% — 41 $15K
Avion Wealth 0.00% Add +4.9% 43 $15K
Abound Wealth Management 0.00% No change 38 $14K
Olistico Wealth, LLC 0.01% No change 37 $14K
Albion Financial Group 0.00% New 35 $13K
Eukles Asset Management 0.01% No change 35 $13K
TCTC Holdings, LLC 0.00% No change 35 $13K
Mowery & Schoenfeld Wealth Management, LLC 0.02% New 34 $13K
Mark Sheptoff Financial Planning, LLC 0.01% No change 34 $13K
Criterion Capital Advisors, LLC 0.01% No change 37 $12K
Coston, McIsaac & Partners 0.00% No change 33 $12K
Citizens National Bank Trust Department 0.00% No change 32 $12K
SOA Wealth Advisors, LLC. 0.00% No change 31 $11K
Harbor Investment Advisory, LLC 0.00% Reduce -3.1% 31 $11K
Medallion Wealth Advisors, LLC 0.01% — 33 $11K
Cornerstone Planning Group LLC 0.00% Add +12.5% 27 $10K
Costello Asset Management, INC 0.01% New 25 $9K
Caldwell Sutter Capital, Inc. 0.00% No change 25 $9K
WFA Asset Management Corp 0.00% Reduce -67.6% 24 $9K
Hollencrest Capital Management 0.00% No change 22 $8K
Cedar Wealth Management, LLC 0.00% No change 21 $8K
Transce3nd, LLC 0.00% — 21 $8K
Pier Capital, LLC 0.00% No change 21 $8K
Caitong International Asset Management Co., Ltd 0.01% — 20 $7K
Johnson Financial Group, Inc. 0.00% Reduce -57.8% 19 $7K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -41.4% 17 $6K
Tsfg, LLC 0.00% No change 15 $6K
TD Capital Management LLC 0.00% Add +33.3% 16 $6K
SJS Investment Consulting Inc. 0.00% Reduce -33.3% 16 $6K
Financial Network Wealth Advisors LLC 0.01% Add +27.3% 14 $5K
Operose Advisors LLC 0.00% Reduce -89.0% 14 $5K
Westend Capital Management, LLC 0.00% No change 14 $5K
Oliver Lagore Vanvalin Investment Group 0.00% No change 14 $5K
Orion Capital Management LLC 0.00% New 13 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 13 $5K
Key Financial Inc 0.00% No change 12 $4K
Country Trust Bank 0.00% No change 12 $4K
Clark Wealth Partners 0.00% — 11 $4K
Broadwater Capital Management LLC 0.00% No change 11 $4K
NewSquare Capital LLC 0.00% New 11 $4K
Clal Insurance Enterprises Holdings Ltd 0.00% New 12 $4K
Capital A Wealth Management, LLC 0.01% — 10 $4K
POM Investment Strategies, LLC 0.00% No change 10 $4K
Glass Jacobson Investment Advisors llc 0.00% New 10 $4K
ESL Trust Services, LLC 0.00% No change 10 $4K
Altshuler Shaham Ltd 0.00% Reduce -9.1% 10 $4K
Valued Wealth Advisors LLC 0.00% Reduce -25.0% 9 $3K
Conquis Financial LLC 0.00% — 8 $3K
Capital & Planning, LLC 0.00% — 8 $3K
Cassady Schiller Wealth Management, LLC 0.00% New 8 $3K
Core Alternative Capital 0.00% No change 8 $3K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +40.0% 7 $3K
Kestra Investment Management, LLC 0.00% New 6 $2K
Principia Wealth Advisory, LLC 0.00% — 6 $2K
HighMark Wealth Management LLC 0.00% No change 6 $2K
Kennebec Savings Bank 0.00% New 5 $2K
WealthTrak Capital Management LLC 0.00% — 5 $2K
Wolff Wiese Magana LLC 0.00% No change 5 $2K
Painted Porch Advisors LLC 0.00% New 5 $2K
Retirement Wealth Solutions LLC 0.00% — 4 $2K
Beaird Harris Wealth Management, LLC 0.00% No change 4 $1K
Parkworth Wealth Management, Inc. 0.00% — 4 $1K
Whipplewood Advisors, LLC 0.00% — 4 $1K
Western Pacific Wealth Management, LP 0.00% No change 3 $1K
Perkins Coie Trust Co 0.00% No change 3 $1K
Kohmann Bosshard Financial Services, LLC 0.00% New 3 $1K
Transamerica Financial Advisors, LLC 0.00% No change 3 $1K
Redwood Park Advisors LLC 0.00% — 2 $739
Activest Wealth Management 0.00% Reduce -84.6% 2 $739
Laurel Wealth Advisors LLC 0.00% New 1 $370
Chesapeake Asset Management LLC 0.00% No change 1 $369
Sugar Maple Asset Management, LLC 0.00% New 1 $369
Ancora Advisors LLC 0.00% No change 1 $369
Wood Tarver Financial Group, LLC 0.00% — 2 $0

"% of holder's portfolio" is TT's weight in each manager's 13F, not the share of Trane Technologies PLC the manager owns.