Trane TechnologiesTT

13F holders, Q1 2025 (March 31)
1,532holders −36
114new positions
147sold out
10famous investors
$336.53avg. 13F price*

At the end of Q1 2025, 1,532 institutions reported holding Trane Technologies PLC (TT) in their 13F filings, down 36 from Q4 2024. 114 opened new positions and 147 sold out. The largest holders were BlackRock, Inc. ($8.1B), Vanguard Group Inc. ($6.6B) and JPMorgan Chase & Co. ($5.3B). 10 famous investors held it, including Cliff Asness (0.3% of AQR Capital Management's portfolio), Ken Fisher (0.3% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions114$175.5M
Exits147$1.1B

All 13F filers, Q4 2024 → Q1 2025: 13,300,602 shares bought and 11,352,815 shares sold, net +1,947,787 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,532 holders

BlackRock, Inc. 0.17% Reduce -0.8% 23,983,573 $8.1B
Vanguard Group Inc. 0.12% Add +1.1% 19,456,776 $6.6B
JPMorgan Chase & Co. 0.40% Add +9.8% 15,722,530 $5.3B
FMR LLC 0.22% Reduce -1.0% 10,251,306 $3.5B
State Street Corp. 0.14% Reduce -0.9% 10,045,441 $3.4B
Geode Capital Management, LLC 0.13% Add +3.0% 4,916,924 $1.7B
Morgan Stanley 0.11% Add +14.1% 4,668,225 $1.6B
Ameriprise Financial Inc. 0.33% Add +7.2% 3,585,300 $1.2B
Norges Bank 0.14% Add +0.1% 3,031,129 $1.0B
Bank of New York Mellon Corp 0.18% Reduce -5.7% 2,741,128 $923.5M
Nuveen, LLC 0.27% — 2,604,382 $877.5M
Northern Trust Corp. 0.13% Add +0.7% 2,584,819 $870.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.21% Add +3.5% 2,400,543 $808.8M
Bank of America Corp. 0.07% Add +3.1% 2,345,173 $790.1M
Franklin Resources Inc. 0.22% Reduce -9.5% 2,190,731 $738.1M
Wellington Management Group LLP 0.14% Add +245.1% 2,144,405 $722.5M
Massachusetts Financial Services Co. 0.23% Add +12.9% 2,076,761 $699.7M
Fisher Asset Management 0.29% Reduce -0.9% 2,003,555 $675.0M
UBS Group AG 0.15% Add +12.4% 1,987,649 $669.7M
Royal Bank of Canada 0.15% Reduce -7.7% 1,946,487 $655.8M
Pictet Asset Management Holding SA 0.72% Add +27.3% 1,915,630 $645.3M
Legal & General Group Plc 0.17% Add +4.7% 1,849,058 $623.0M
Goldman Sachs Group Inc. 0.11% Reduce -13.3% 1,680,147 $566.1M
Raymond James Financial Inc. 0.21% Add +0.1% 1,655,982 $557.9M
Janus Henderson Group PLC 0.30% Add +56.1% 1,657,029 $550.1M
Invesco Ltd. 0.09% Reduce -7.8% 1,449,397 $488.3M
Nordea Investment Management AB 0.46% Add +32.7% 1,298,329 $432.4M
Amundi 0.16% Reduce -16.6% 1,303,998 $431.7M
Robeco Institutional Asset Management B.V. 0.82% Reduce -4.8% 1,260,122 $424.6M
Charles Schwab Investment Management Inc. 0.08% Add +0.5% 1,253,980 $422.5M
Allianz Asset Management GmbH 0.60% Add +25.0% 1,203,444 $405.5M
Capital World Investors 0.06% Reduce -1.3% 1,170,401 $394.3M
T. Rowe Price Associates Inc. 0.05% Reduce -8.7% 1,149,462 $387.3M
Principal Financial Group Inc. 0.20% Reduce -9.0% 1,071,427 $361.0M
TD Asset Management Inc 0.30% Reduce -10.1% 970,449 $327.0M
Qube Research & Technologies Ltd 0.50% Add +29.9% 956,256 $322.2M
Winslow Capital Management, LLC 1.18% Reduce -25.8% 878,197 $295.9M
Arrowstreet Capital, Limited Partnership 0.24% Reduce -19.3% 874,058 $294.5M
Swedbank AB 0.39% Add +29.2% 866,248 $291.9M
AQR Capital Management 0.30% Add +95.1% 885,039 $291.7M
Lazard Asset Management LLC 0.46% Add +308.9% 810,053 $272.9M
Deutsche Bank AG 0.11% Reduce -6.7% 809,681 $272.8M
Dimensional Fund Advisors LP 0.07% Add +0.5% 797,692 $268.7M
Ninety One UK Ltd 0.75% Add +9.9% 795,797 $268.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.53% Reduce -21.1% 733,979 $247.3M
ABN AMRO Bank N.V. 3.04% Reduce -23.7% 653,278 $219.8M
Federated Hermes, Inc. 0.47% Reduce -20.5% 644,259 $217.1M
Schroder Investment Management Group 0.22% Add +130.4% 650,641 $216.0M
Swiss National Bank 0.15% Reduce -0.5% 634,603 $213.8M
National Pension Service 0.20% Add +9.8% 627,365 $211.4M
Wells Fargo & Company 0.05% Add +1.3% 597,698 $201.4M
Man Group plc 0.62% Reduce -2.8% 597,639 $201.4M
First Trust Advisors LP 0.18% Add +170.8% 592,827 $199.7M
Los Angeles Capital Management LLC 0.85% Add +1.1% 573,024 $193.1M
Barclays PLC 0.09% Add +24.2% 557,702 $187.9M
Clearbridge Investments, LLC 0.16% Add +319.4% 556,695 $187.6M
Sumitomo Mitsui Trust Group, Inc. 0.13% Reduce -5.7% 541,137 $182.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.21% Reduce -37.2% 532,163 $179.3M
BNP Paribas Financial Markets 0.13% Add +38.5% 517,426 $174.3M
Mackenzie Financial Corp. 0.23% Reduce -40.3% 475,000 $160.0M
Brown Advisory Inc. 0.23% Add +19.9% 467,613 $157.5M
Bank Julius Baer & Co. Ltd, Zurich 0.51% Add +8.2% 462,442 $155.6M
Rhumbline Advisers 0.14% Add +1.0% 441,010 $148.6M
Panagora Asset Management Inc. 0.73% Reduce -3.1% 435,967 $146.9M
Fenimore Asset Management Inc 3.08% Reduce -4.2% 431,542 $145.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.13% Add +11.8% 408,018 $137.5M
Russell Investments Group, Ltd. 0.19% Add +11.7% 407,504 $137.2M
DekaBank Deutsche Girozentrale 0.27% Reduce -1.1% 415,301 $136.6M
Saturna Capital Corp. 2.04% Reduce -0.0% 403,659 $136.0M
Alecta Tjanstepension Omsesidigt 0.75% No change 400,000 $134.7M
California Public Employees Retirement System 0.09% Reduce -1.4% 398,915 $134.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.27% Reduce -3.3% 385,511 $129.9M
Eventide Asset Management, LLC 2.58% Reduce -0.4% 385,279 $129.8M
Truist Financial Corp. 0.21% Add +3.4% 382,390 $128.8M
Mariner, LLC 0.21% Add +5.1% 377,633 $127.2M
New York State Common Retirement Fund 0.18% Add +2.3% 373,845 $126.0M
Royal London Asset Management Ltd. 0.29% Reduce -27.8% 368,759 $124.2M
Aberdeen Group plc 0.24% Reduce -50.5% 370,278 $123.3M
Worldquant Millennium Advisors LLC 0.76% Add +10.8% 359,426 $121.1M
Credit Agricole S A 0.45% Add +20.0% 356,319 $120.1M
California State Teachers Retirement System 0.15% Reduce -1.4% 355,690 $119.8M
HSBC Holdings PLC 0.08% Reduce -1.9% 355,444 $118.8M
Millennium Management 0.12% Reduce -33.2% 350,719 $118.2M
Aristotle Capital Management, LLC 0.23% No change 346,555 $116.8M
Aviva PLC 0.28% Add +0.6% 344,134 $115.9M
Squarepoint Ops LLC 0.28% Reduce -14.4% 339,854 $114.5M
Canada Pension Plan Investment Board 0.11% Add +42.9% 339,610 $114.4M
Envestnet Asset Management Inc. 0.04% Add +12.2% 334,751 $112.8M
AXA S.A. 0.37% Add +207.2% 334,496 $112.7M
Bank of Montreal 0.06% Reduce -8.8% 327,527 $110.4M
Renaissance Technologies 0.16% Add +773.4% 316,768 $106.7M
Corient Private Wealth LP 0.17% Add +5.7% 312,499 $105.3M
Caisse Des Depots Et Consignations 5.01% Add +15.9% 309,159 $104.2M
Impax Asset Management Group plc 0.63% Reduce -27.9% 308,053 $103.8M
Loomis Sayles & Co. L P 0.15% Reduce -13.4% 307,704 $103.7M
National Bank of Canada 0.12% Reduce -33.6% 301,981 $101.8M
Victory Capital Management Inc. 0.11% Add +14.7% 300,945 $101.4M
PNC Financial Services Group, Inc. 0.05% Add +1.1% 294,504 $99.2M
CCLA Investment Management 1.74% Add +14.7% 292,419 $98.5M
Manufacturers Life Insurance Company, The 0.09% Reduce -31.9% 288,226 $97.1M
Assenagon Asset Management S.A. 0.17% Add +1842.4% 278,792 $93.9M
AustralianSuper Pty Ltd 0.53% Add +54.1% 277,109 $93.4M
Caisse de depot et placement du Quebec 0.19% Add +5.8% 275,491 $92.8M
Sei Investments Co. 0.12% Reduce -9.7% 271,716 $91.5M
Natixis Advisors, LLC 0.16% Add +58.0% 264,356 $89.1M
Skandinaviska Enskilda Banken AB (publ) 0.42% Add +60.3% 251,814 $84.8M
Citigroup Inc. 0.06% Add +53.4% 249,317 $84.0M
Meyer Handelman Co. 2.93% Reduce -2.1% 249,303 $84.0M
Adage Capital Partners Gp, L.L.C. 0.15% Reduce -1.1% 240,535 $81.0M
Alliancebernstein L.P. 0.03% Add +0.4% 235,447 $79.3M
Aristotle Atlantic Partners, LLC 2.49% Reduce -0.0% 219,105 $73.8M
LPL Financial LLC 0.03% Add +7.4% 216,325 $72.9M
DAVENPORT & Co LLC 0.43% Add +687.8% 216,679 $72.8M
State Board of Administration of Florida Retirement System 0.14% No change 215,692 $72.7M
Danske Bank A/S 0.22% Add +38.0% 214,689 $72.3M
Korea Investment CORP 0.17% Add +0.7% 202,665 $68.3M
Achmea Investment Management B.V. 0.98% Add +28.1% 199,225 $67.1M
Stifel Financial Corp. 0.07% Add +10.5% 190,768 $64.3M
Moran Wealth Management, LLC 2.08% Reduce -2.1% 183,214 $61.7M
Vontobel Holding Ltd. 0.22% Reduce -6.9% 181,773 $61.2M
D. E. Shaw & Co. 0.08% Add +359.2% 179,529 $60.5M
Citadel Advisors 0.06% Reduce -55.6% 176,326 $59.4M
New York State Teachers Retirement System 0.13% Reduce -1.1% 170,620 $57.5M
NZS Capital, LLC 2.59% Add +75.5% 170,546 $57.5M
Storebrand Asset Management As 0.18% Reduce -5.8% 164,432 $55.4M
Advisors Capital Management, LLC 0.86% Add +2.3% 164,384 $55.4M
Fosse Capital Partners LLP 25.22% Reduce -2.9% 161,425 $54.4M
Jane Street Group, LLC 0.10% Add +9.9% 161,296 $54.3M
State of Wisconsin Investment Board 0.14% Add +9.6% 158,168 $53.3M
Compagnie Lombard Odier SCmA 0.64% Reduce -8.0% 154,963 $52.2M
Mitsubishi UFJ Trust & Banking Corp 0.13% Reduce -1.8% 151,514 $51.0M
Teacher Retirement System of Texas 0.21% Reduce -33.4% 146,930 $49.5M
Glenmede Trust Co. NA 0.25% Add +15.5% 138,439 $46.6M
ASR Vermogensbeheer N.V. 0.69% — 137,849 $46.4M
APG Asset Management N.V. 0.14% Reduce -5.7% 143,617 $44.8M
Lansforsakringar Fondforvaltning AB (publ) 0.27% Reduce -64.0% 132,279 $44.6M
HighTower Advisors, LLC 0.06% Add +10.0% 130,911 $44.1M
American Century Companies Inc. 0.03% Add +44.5% 130,116 $43.8M
Trillium Asset Management, LLC 1.22% Add +21.6% 126,150 $42.5M
Neuberger Berman Group LLC 0.03% Reduce -25.9% 123,361 $41.6M
Chevy Chase Trust Holdings, LLC 0.13% Reduce -0.4% 118,464 $39.9M
KLP Kapitalforvaltning As 0.19% Add +0.9% 115,183 $38.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% Reduce -25.7% 113,786 $38.3M
Thrivent Financial for Lutherans 0.08% Reduce -4.9% 110,648 $37.6M
ING Groep NV 0.26% Reduce -45.7% 110,740 $37.3M
Commerce Bank 0.24% Reduce -1.4% 110,132 $37.1M
Kayne Anderson Rudnick Investment Management LLC 0.09% Add +0.1% 109,177 $36.8M
Aware Super Pty Ltd as trustee of Aware Super 0.62% Add +25.2% 108,468 $36.5M
Daiwa Securities Group Inc. 0.15% Add +9.1% 106,672 $35.9M
Treasurer of the State of North Carolina 0.14% Add +2.0% 103,643 $34.9M
KCM Investment Advisors LLC 1.22% Reduce -1.4% 99,893 $33.7M
Asset Management One Co., Ltd. 0.12% Add +4.9% 99,359 $33.5M
Two Sigma Advisers, LP 0.08% Reduce -56.9% 99,000 $33.4M
M&T Bank Corp 0.12% Reduce -4.7% 98,824 $33.3M
Public Employees Retirement System of Ohio 0.12% Reduce -2.7% 96,599 $32.5M
Sandhill Capital Partners LLC 2.65% New 95,567 $32.2M
Janney Montgomery Scott LLC 0.09% Reduce -16.5% 93,505 $31.5M
Peapack Gladstone Financial Corp. 0.46% Reduce -5.1% 92,870 $31.3M
Eagle Global Advisors LLC 1.28% Reduce -1.1% 92,135 $31.0M
Balyasny Asset Management L.P. 0.07% Reduce -70.3% 87,360 $29.4M
Creative Planning 0.03% Add +27.4% 86,263 $29.1M
Cerity Partners LLC 0.06% Add +19.9% 85,583 $28.8M
State of Tennessee, Department of Treasury 0.11% Add +3.4% 84,902 $28.6M
SG Americas Securities, LLC 0.10% Add +11.4% 84,887 $28.6M
STRS Ohio 0.12% Reduce -6.3% 84,649 $28.5M
Mn Services Vermogensbeheer B.V. 0.22% Reduce -6.7% 84,273 $28.4M
Nisa Investment Advisors, LLC 0.14% Reduce -37.5% 80,481 $27.1M
Gabelli Funds LLC 0.20% Reduce -17.0% 78,191 $26.3M
Commonwealth Equity Services, LLC 0.04% Add +6.7% 76,396 $25.7M
Tidal Investments LLC 0.22% Reduce -6.0% 75,810 $25.5M
State of New Jersey Common Pension Fund D 0.11% Reduce -9.7% 75,035 $25.3M
Forsta Ap-Fonden 0.19% Add +0.7% 74,700 $25.2M
Castleark Management LLC 0.86% Add +1.2% 73,988 $24.9M
Nomura Asset Management Co. Ltd. 0.07% Add +4.9% 71,664 $24.1M
Insigneo Advisory Services, LLC 2.49% Add +0.3% 71,433 $24.1M
Rathbones Group PLC 0.11% Reduce -5.4% 69,853 $23.5M
TCW Group Inc. 0.21% Add +6.3% 69,742 $23.5M
Voya Investment Management LLC 0.03% Add +24.0% 69,535 $23.4M
Cetera Investment Advisers 0.04% Add +16.7% 68,866 $23.2M
Anchor Capital Advisors LLC 0.68% Reduce -48.1% 67,985 $22.9M
US Bancorp \de 0.03% Reduce -7.1% 67,917 $22.9M
PGGM Investments 0.31% Add +11.1% 67,832 $22.9M
Swiss Life Asset Management Ltd 0.16% Add +10.7% 66,381 $22.4M
Arizona State Retirement System 0.14% Add +1.5% 66,038 $22.2M
Woodline Partners LP 0.14% Add +30.9% 65,613 $22.1M
State of Michigan Retirement System 0.12% Reduce -0.5% 64,213 $21.6M
Handelsbanken Fonder AB 0.09% Add +189.2% 63,404 $21.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.21% Add +3.0% 61,921 $20.9M
J. Safra Sarasin Holding AG 0.38% Reduce -19.8% 61,800 $20.8M
MetLife Investment Management, LLC 0.11% Reduce -2.1% 61,656 $20.8M
Jupiter Asset Management Ltd. 0.20% Reduce -5.1% 61,058 $20.6M
Steward Partners Investment Advisory, LLC 0.18% Add +5.6% 60,609 $20.4M
NBT Bank, N.A. 1.47% Reduce -1.1% 60,201 $20.3M
Bailard, Inc. 0.51% Add +1.7% 59,031 $19.9M
Banque Transatlantique SA 0.59% Add +12.8% 57,919 $19.5M
DNB Asset Management AS 0.09% Reduce -2.3% 57,638 $19.4M
Public Sector Pension Investment Board 0.08% Add +104.5% 57,462 $19.4M
KBC Group NV 0.06% Add +0.5% 56,760 $19.1M
First Nebraska Trust Co 1.87% Reduce -0.7% 56,283 $19.0M
Nissay Asset Management Corp. /Japan 0.12% Add +38.5% 55,885 $18.8M
Corebridge Financial, Inc. 0.11% Reduce -4.2% 54,741 $18.4M
Capital Fund Management S.A. 0.23% Reduce -51.4% 54,618 $18.4M
GDS Wealth Management 1.56% Add +3.1% 54,382 $18.3M
Adams Diversified Equity Fund, Inc. 0.72% Reduce -11.9% 53,900 $18.2M
Walter Public Investments Inc. 3.37% Add +5.4% 53,646 $18.1M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -34.2% 53,541 $18.0M
Van Eck Associates Corp. 0.02% Add +2.3% 53,275 $17.9M
FineMark National Bank & Trust 0.65% Add +1.2% 53,123 $17.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.21% Add +14.7% 52,349 $17.6M
Walleye Capital LLC 0.22% Add +82.5% 52,023 $17.5M
Globeflex Capital L P 1.62% No change 52,000 $17.5M
Czech National Bank 0.16% Add +5.6% 51,516 $17.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.10% Add +7.2% 51,292 $17.3M
Prudential Financial Inc. 0.02% Add +21.2% 50,528 $17.0M
Amalgamated Bank 0.14% Add +0.0% 49,353 $16.6M
Retirement Systems of Alabama 0.06% Reduce -1.1% 48,199 $16.2M
EULAV Asset Management 0.40% No change 48,000 $16.2M
Ieq Capital, LLC 0.13% Add +119.3% 47,758 $16.1M
Vancity Investment Management Ltd 2.20% — 47,584 $16.0M
Bank of Nova Scotia 0.04% Reduce -68.2% 46,846 $15.8M
Isthmus Partners, LLC 1.94% Add +0.6% 45,900 $15.5M
QRG Capital Management, Inc. 0.16% Add +1.2% 45,884 $15.5M
Employees Provident Fund Board 0.17% Add +27.5% 44,000 $14.8M
Parnassus Investments, LLC 0.04% Reduce -50.9% 43,525 $14.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.09% Reduce -0.4% 43,033 $14.5M
Fulcrum Capital LLC 3.14% Add +0.4% 42,046 $14.2M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +193.3% 98,028 $14.2M
Allspring Global Investments Holdings, LLC 0.02% Add +10.5% 41,441 $14.2M
Macquarie Group Ltd. 0.02% Add +17.8% 41,846 $14.1M
Railway Pension Investments Ltd 0.20% No change 41,800 $14.1M
Xponance LLC 0.14% Reduce -1.4% 41,606 $14.0M
Varma Mutual Pension Insurance Co 0.12% Reduce -12.1% 41,511 $14.0M
Drystone LLC 13.92% New 41,245 $13.9M
DE Burlo Group Inc. 2.04% Reduce -9.7% 40,950 $13.8M
Dnca Finance 1.16% No change 40,000 $13.5M
World Investment Advisors 0.35% Add +3.1% 39,880 $13.4M
Osaic Holdings, Inc. 0.03% Reduce -37.9% 39,347 $13.3M
TD Waterhouse Canada Inc. 0.11% Add +1.6% 38,524 $13.1M
ProShare Advisors LLC 0.03% Add +3.7% 38,979 $13.1M
Atria Investments, Inc 0.17% Add +4.7% 38,217 $12.9M
Agf Management Ltd. 0.07% Reduce -8.9% 38,135 $12.8M
Northwest & Ethical Investments L.P. 0.35% Reduce -37.0% 37,909 $12.8M
Pathstone Holdings, LLC 0.06% Add +0.8% 37,612 $12.7M
Birch Hill Investment Advisors LLC 0.60% No change 37,502 $12.6M
Utah Retirement Systems 0.15% Reduce -0.3% 37,454 $12.6M
AMF Tjanstepension AB 0.09% Add +14.6% 36,917 $12.4M
Mercer Global Advisors Inc. 0.03% Reduce -4.9% 36,871 $12.4M
Two Sigma Investments, LP 0.03% Reduce -89.1% 36,493 $12.3M
Prudential PLC 0.06% Reduce -24.5% 36,413 $12.3M
O'shaughnessy Asset Management, LLC 0.10% Add +18.2% 35,969 $12.1M
Ensign Peak Advisors, Inc 0.02% Reduce -50.0% 35,844 $12.1M
Allianz SE 0.32% Reduce -1.8% 35,713 $12.0M
CIBC Asset Management Inc 0.04% Add +2.3% 35,137 $11.8M
Nemes Rush Group LLC 1.49% Add +1.5% 35,030 $11.8M
Shelton Capital Management 0.28% Reduce -0.1% 34,977 $11.8M
iA Global Asset Management Inc. 0.20% New 34,921 $11.8M
Firetrail Investments PTY Ltd. 3.33% Add +3.5% 33,558 $11.4M
Acadian Asset Management LLC 0.03% Reduce -57.2% 33,576 $11.3M
Vanguard Personalized Indexing Management, LLC 0.17% Add +5.2% 33,368 $11.2M
New York Life Investment Management LLC 0.11% Reduce -0.9% 33,217 $11.2M
Hudson Bay Capital Management LP 0.08% Add +251.3% 33,071 $11.1M
Police & Firemen's Retirement System of New Jersey 0.11% No change 33,028 $11.1M
Generali Asset Management SPA SGR 0.27% Reduce -6.6% 32,480 $10.9M
Mutual of America Capital Management LLC 0.13% Reduce -6.3% 32,251 $10.9M
Connor, Clark & Lunn Investment Management Ltd. 0.05% Reduce -9.8% 31,223 $10.5M
Keybank National Association 0.04% Add +11.2% 31,018 $10.5M
Mediolanum International Funds Ltd 0.14% Add +145.1% 31,427 $10.4M
Sanctuary Advisors, LLC 0.07% Reduce -1.4% 30,934 $10.4M
Regents Gate Capital LLP 4.38% Add +11.2% 30,520 $10.3M
Foresight Group Ltd Liability Partnership 1.42% Add +1010.4% 29,848 $10.0M
Engineers Gate Manager LP 0.17% Reduce -45.1% 29,778 $10.0M
MML Investors Services, LLC 0.03% Add +14.6% 29,736 $10.0M
Varenne Capital Partners 3.67% New 29,526 $9.9M
Kodai Capital Management LP 0.39% New 29,446 $9.9M
Yousif Capital Management, LLC 0.11% Reduce -0.5% 29,348 $9.9M
Quadrature Capital Ltd 0.22% Reduce -38.8% 29,280 $9.9M
Silvant Capital Management LLC 0.44% No change 28,446 $9.6M
Colonial Trust Advisors 0.85% Reduce -1.1% 28,437 $9.6M
Susquehanna Fundamental Investments, LLC 0.16% No change 28,278 $9.5M
Marshall Wace, LLP 0.01% New 28,228 $9.5M
Renaissance Investment Group LLC 2.31% Add +10.7% 28,195 $9.5M
Wealthfront Advisers LLC 0.03% Reduce -4.5% 27,726 $9.3M
Illinois Municipal Retirement Fund 0.13% No change 27,357 $9.2M
Crestwood Advisors Group, LLC 0.17% Add +2.0% 27,123 $9.1M
Cibc World Markets Corp. 0.07% Reduce -23.7% 27,087 $9.1M
Cullen Investment Group, LTD. 1.38% Reduce -3.0% 27,071 $9.1M
First American Bank 0.67% Reduce -0.3% 26,817 $9.0M
Ilmarinen Mutual Pension Insurance Co 0.08% No change 26,500 $8.9M
Lowe Brockenbrough & Co. Inc. 0.59% Add +0.5% 26,450 $8.9M
Temasek Holdings (Private) Ltd 0.04% Reduce -3.4% 26,381 $8.9M
State of Alaska, Department of Revenue 0.10% Add +2.4% 26,273 $8.9M
Rockefeller Capital Management L.P. 0.02% Reduce -3.0% 25,975 $8.8M
Groupe la Francaise 0.19% Add +283.9% 26,371 $8.7M
Ethic Inc. 0.17% Add +1.1% 25,164 $8.6M
Edmond DE Rothschild Holding S.A. 0.15% New 25,187 $8.5M
Roberts Wealth Advisors, LLC 2.62% Reduce -0.8% 25,183 $8.5M
Voleon Capital Management LP 0.66% Add +167.4% 25,136 $8.5M
Douglass Winthrop Advisors, LLC 0.16% Reduce -2.6% 24,981 $8.4M
Cullen/Frost Bankers, Inc. 0.12% Add +692.8% 24,917 $8.4M
Elo Mutual Pension Insurance Co 0.19% Add +19.5% 24,616 $8.3M
Sienna Gestion 0.67% Reduce -5.8% 25,199 $8.3M
Oddo BHF Asset Management Sas 0.33% Add +1120.5% 24,093 $8.1M
Bragg Financial Advisors, Inc 0.33% Add +3.3% 24,046 $8.1M
Quantinno Capital Management LP 0.05% Add +55.4% 23,761 $8.0M
Arcadia Investment Management Corp. 1.44% Reduce -3.8% 23,547 $7.9M
Greenwich Wealth Management LLC 0.58% Add +0.3% 22,917 $7.7M
Meridian Wealth Advisors, LLC 1.29% Add +0.6% 22,490 $7.6M
Blair William & Co. 0.02% Add +30.0% 22,230 $7.5M
Burney Co./ 0.27% Reduce -45.7% 21,975 $7.4M
GMO 0.02% Reduce -24.7% 21,970 $7.4M
Flputnam Investment Management Co. 0.14% Add +8.6% 21,964 $7.4M
Kestra Advisory Services, LLC 0.04% Reduce -10.8% 21,693 $7.3M
Hennion & Walsh Asset Management, Inc. 0.32% Add +3.1% 21,690 $7.3M
Occudo Quantitative Strategies LP 0.96% Add +116.8% 21,662 $7.2M
Investment Management Corp of Ontario 0.15% Add +55.8% 21,149 $7.1M
Park Avenue Securities LLC 0.09% Add +17.6% 21,041 $7.1M
Martin & Co. Inc. 1.37% Reduce -0.5% 21,004 $7.1M
UMB Bank, n.a. 0.12% Reduce -0.7% 20,771 $7.0M
Fruth Investment Management 1.93% Reduce -2.4% 20,520 $6.9M
Avantax Advisory Services, Inc. 0.04% Reduce -0.5% 20,516 $6.9M
Dupont Capital Management Corp. 0.76% Reduce -32.2% 20,311 $6.8M
Avanza Fonder AB 0.22% New 19,657 $6.8M
Rakuten Investment Management, Inc. 0.03% — 20,521 $6.8M
Bremer Bank National Association 1.21% Add +7.1% 20,173 $6.8M
Brentview Investment Management LLC 3.60% Add +6.4% 20,061 $6.8M
Cwm, LLC 0.03% Add +124.2% 19,981 $6.7M
Regions Financial Corp. 0.05% Add +1.9% 19,816 $6.7M
Marietta Investment Partners LLC 1.60% Reduce -17.4% 19,677 $6.6M
AMJ Financial Wealth Management 1.98% Reduce -26.1% 19,608 $6.6M
Night Squared LP 3.87% — 19,447 $6.6M
U.S. Capital Wealth Advisors, LLC 0.20% Reduce -0.7% 19,291 $6.5M
Oregon Public Employees Retirement Fund 0.13% Add +0.1% 19,281 $6.5M
Texas Capital Bank Wealth Management Services Inc 0.66% Add +0.7% 19,251 $6.5M
WealthShield Partners, LLC 0.83% Add +94.1% 19,144 $6.5M
Captrust Financial Advisors 0.02% Add +14.5% 19,063 $6.4M
Gallo Partners, LP 4.22% Add +184.6% 18,761 $6.3M
Assetmark, Inc. 0.02% Reduce -4.0% 18,689 $6.3M
Susquehanna International Group, LLP 0.01% Reduce -80.8% 18,324 $6.2M
Crossmark Global Holdings, Inc. 0.11% Reduce -38.2% 17,968 $6.1M
Mizuho Securities USA LLC 0.13% Reduce -15.8% 17,959 $6.1M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -22.8% 17,950 $6.0M
Mill Capital Management, LLC 0.48% Reduce -0.8% 17,829 $6.0M
Kintegral Advisory, LLC 0.60% Reduce -0.3% 17,803 $6.0M
CPC Advisors, LLC 0.82% Add +24.8% 17,790 $6.0M
Praxis Investment Management Inc. 0.40% No change 17,510 $5.9M
Sandy Spring Bank 0.25% Add +9.3% 17,413 $5.9M
Cary Street Partners Financial LLC 0.18% Add +8.8% 17,396 $5.9M
Teachers Retirement System of the State of Kentucky 0.05% Add +4.3% 17,364 $5.9M
Bearing Point Capital, LLC 1.24% Add +3.6% 17,344 $5.8M
Rafferty Asset Management, LLC 0.02% Reduce -17.5% 17,337 $5.8M
Banque Cantonale Vaudoise 0.25% — 16,967 $5.7M
Harrell Investment Partners, LLC 1.68% Reduce -8.0% 16,846 $5.7M
Letson Investment Management, Inc. 2.27% Reduce -0.2% 16,732 $5.6M
Horan Capital Advisors, LLC. 1.87% Reduce -1.4% 16,427 $5.5M
Munro Partners 0.26% New 16,295 $5.5M
Sone Capital Management, LLC 0.57% Reduce -46.0% 16,291 $5.5M
Verition Fund Management LLC 0.03% Reduce -64.9% 16,128 $5.4M
Dorsey Wright & Associates 1.38% Add +8.9% 16,086 $5.4M
Gotham Asset Management 0.04% Reduce -47.9% 15,954 $5.4M
City Holding Co. 0.75% Add +0.4% 15,818 $5.3M
Condor Capital Management 0.49% Reduce -0.5% 15,749 $5.3M
River Wealth Advisors LLC 0.73% Reduce -2.8% 15,647 $5.3M
Cyndeo Wealth Partners, LLC 0.35% Add +72.6% 15,608 $5.3M
LGT Group Foundation 0.07% Reduce -59.9% 15,584 $5.3M
Orion Porfolio Solutions, LLC 0.05% New 15,521 $5.2M
Orion Portfolio Solutions, LLC 0.05% New 15,521 $5.2M
Stonegate Investment Group, LLC 0.14% Add +0.8% 15,505 $5.2M
Kentucky Retirement Systems 0.16% Reduce -0.3% 15,461 $5.2M
Salem Investment Counselors Inc. 0.18% Add +0.1% 15,196 $5.1M
Wesbanco Bank Inc. 0.18% Reduce -0.0% 15,161 $5.1M
HRT Financial LP 0.03% Reduce -64.4% 15,070 $5.1M
Great Lakes Retirement, Inc. 0.66% Add +0.2% 14,936 $5.0M
TKG Advisors, LLC 2.42% Add +6.4% 14,586 $4.9M
Palmer Knight Co 2.39% Reduce -1.8% 14,586 $4.9M
CENTRAL TRUST Co 0.12% Reduce -0.3% 14,565 $4.9M
Colonial Trust Co / SC 0.76% Reduce -1.0% 14,491 $4.9M
Phoenix Financial Ltd. 0.07% Reduce -31.2% 14,477 $4.9M
Navellier & Associates Inc. 0.67% Reduce -6.0% 12,100 $4.9M
Daiichi Life Insurance Co., Ltd. 0.14% No change 14,447 $4.9M
Andra AP-fonden 0.08% Add +6.7% 14,400 $4.9M
Shorepoint Capital Partners LLC 1.07% Add +1.6% 14,076 $4.7M
Trivium Point Advisory, LLC 0.59% Add +2.5% 14,017 $4.7M
Progressive Investment Management Corp 1.31% Reduce -1.5% 13,842 $4.7M
OMERS ADMINISTRATION Corp 0.04% Add +4.4% 13,782 $4.6M
WCM Investment Management, LLC 0.01% Add +143.1% 13,912 $4.6M
Pacer Advisors, Inc. 0.01% Reduce -24.1% 13,705 $4.6M
Hartford Investment Management Co. 0.16% Reduce -1.8% 13,687 $4.6M
NEOS Investment Management LLC 0.09% Add +22.5% 13,655 $4.6M
Greenwood Capital Associates LLC 0.62% Reduce -12.5% 13,625 $4.6M
MAI Capital Management 0.03% Add +2.4% 13,363 $4.5M
Mirova 0.81% Reduce -30.5% 13,290 $4.5M
Ascent Group, LLC 0.19% Add +4.8% 13,210 $4.5M
DSG Capital Advisors, LLC 0.89% Reduce -25.7% 13,123 $4.4M
Choreo, LLC 0.07% Add +0.6% 13,121 $4.4M
Atria Wealth Solutions, Inc. 0.05% Reduce -10.1% 13,066 $4.4M
Park National Corp. 0.16% Reduce -4.7% 13,003 $4.4M
Gulf International Bank (UK) Ltd 0.15% Reduce -28.7% 12,726 $4.3M
Resources Management Corp. /CT/ 0.60% Add +26.7% 12,713 $4.3M
Private Advisor Group, LLC 0.03% Add +22.9% 12,708 $4.3M
Focus Partners Wealth 0.01% Add +16.4% 12,672 $4.3M
King Wealth Management Group 0.65% Add +8.7% 12,647 $4.3M
Breakwater Capital Group 0.76% Add +1.7% 12,617 $4.3M
NewEdge Advisors, LLC 0.03% Reduce -22.8% 12,608 $4.2M
Wakefield Asset Management LLLP 1.27% Add +11.6% 12,488 $4.2M
Pitcairn Co. 0.25% Add +38.9% 12,462 $4.2M
Metis Global Partners, LLC 0.12% Add +16.4% 12,356 $4.2M
Weatherly Asset Management L. P. 0.37% Reduce -0.3% 12,337 $4.2M
Turtle Creek Wealth Advisors, LLC 0.61% New 12,231 $4.1M
Spire Wealth Management 0.13% Reduce -0.1% 12,165 $4.1M
Louisiana State Employees Retirement System 0.08% No change 12,100 $4.1M
HighPoint Advisor Group LLC 0.23% Add +2.1% 11,414 $4.0M
Norinchukin Bank, The 0.07% Add +15.5% 11,961 $4.0M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -10.9% 11,918 $4.0M
Securian Asset Management, Inc. 0.12% Reduce -1.7% 11,870 $4.0M
Terra Alpha Investments LLC 4.33% Reduce -0.5% 11,839 $4.0M
Pinnacle Associates Ltd. 0.06% Add +0.7% 11,820 $4.0M
Figure 8 Investment Strategies LLC 4.15% Reduce -15.8% 11,772 $4.0M
Vinva Investment Management Ltd 0.16% Add +4.2% 11,850 $3.9M
Federation des caisses Desjardins du Quebec 0.02% Reduce -56.3% 11,636 $3.9M
Cibc World Market Inc. 0.01% Add +1.8% 11,578 $3.9M
GAMCO Investors 0.04% Reduce -3.0% 11,457 $3.9M
Meeder Asset Management Inc. 0.26% Reduce -0.3% 11,368 $3.8M
Boston Family Office LLC 0.27% Add +0.0% 11,347 $3.8M
Kingswood Wealth Advisors, LLC 0.35% Reduce -5.5% 11,339 $3.8M
Clifford Swan Investment Counsel LLC 0.14% Reduce -0.5% 11,298 $3.8M
Plato Investment Management Ltd 0.32% Reduce -6.6% 11,137 $3.8M
Sumitomo Life Insurance Co. 0.13% Reduce -0.9% 11,120 $3.7M
Great Lakes Advisors, LLC 0.03% Reduce -4.0% 11,066 $3.7M
Gerber Kawasaki Wealth & Investment Management 0.17% Add +2.0% 11,045 $3.7M
Van Lanschot Kempen Investment Management N.V. 0.04% Reduce -1.1% 11,030 $3.7M
Viking Fund Management LLC 0.53% No change 11,000 $3.7M
Groupama Asset Managment 0.07% Add +25.7% 11,096 $3.7M
Fiduciary Trust Co 0.05% Add +2.6% 10,845 $3.7M
Concurrent Investment Advisors, LLC 0.09% Add +24.6% 10,832 $3.6M
Benjamin Edwards Inc. 0.05% Add +2.6% 10,720 $3.6M
Hardy Reed LLC 0.32% Add +1.1% 10,678 $3.6M
Maryland State Retirement & Pension System 0.08% Reduce -12.9% 10,586 $3.6M
New Mexico Educational Retirement Board 0.13% Reduce -1.9% 10,548 $3.6M
Apollon Wealth Management, LLC 0.08% Add +9.3% 10,491 $3.5M
Signaturefd, LLC 0.07% Add +4.2% 10,323 $3.5M
Cornerstone Advisors, LLC 0.15% No change 10,300 $3.5M
AMG National Trust Bank 0.10% No change 10,200 $3.4M
Cambridge Investment Research Advisors, Inc. 0.01% Add +13.4% 10,141 $3.4M
HM Payson & Co. 0.06% Add +8.8% 10,083 $3.4M
Advisory Services Network, LLC 0.06% Reduce -2.0% 10,031 $3.4M
SageView Advisory Group, LLC 0.14% Reduce -1.7% 9,966 $3.4M
Fifth Third Bancorp 0.01% Add +4.2% 9,952 $3.4M
Vident Advisory, LLC 0.05% Add +32.2% 9,917 $3.3M
Exchange Traded Concepts, LLC 0.06% Add +515.5% 9,916 $3.3M
Waratah Capital Advisors Ltd. 0.23% Reduce -1.5% 9,905 $3.3M
Ashton Thomas Private Wealth, LLC 0.13% Add +39.9% 9,900 $3.3M
V-Square Quantitative Management LLC 0.49% Add +3.8% 9,861 $3.3M
1832 Asset Management L.P. 0.01% Reduce -15.1% 9,803 $3.3M
Canandaigua National Bank & Trust Co. 0.33% Reduce -5.0% 9,773 $3.3M
Scotia Capital Inc. 0.02% Add +17.0% 9,760 $3.3M
Intech Investment Management LLC 0.03% Reduce -24.7% 9,660 $3.3M
FRG Family Wealth Advisors LLC 0.63% No change 9,654 $3.3M
Patton Fund Management, Inc. 0.78% Reduce -22.8% 9,576 $3.2M
Siemens Fonds Invest GmbH 0.22% Add +7.1% 9,529 $3.2M
Townsquare Capital LLC 0.03% Add +149.2% 9,503 $3.2M
Argus Investors' Counsel, Inc. 2.43% Reduce -1.1% 9,472 $3.2M
Beese Fulmer Investment Management, Inc. 0.27% Reduce -0.5% 9,442 $3.2M
RKL Wealth Management LLC 0.30% Add +0.4% 9,422 $3.2M
Wilmington Savings Fund Society, FSB 0.06% Reduce -6.4% 9,381 $3.2M
Kestra Private Wealth Services, LLC 0.05% Add +2.0% 9,356 $3.2M
Knollwood Investment Advisory, LLC 0.35% No change 9,324 $3.1M
Invera Wealth Advisors, LLC 2.02% New 9,296 $3.1M
Sagespring Wealth Partners, LLC 0.08% Add +10.9% 9,193 $3.1M
Alpine Woods Capital Investors, LLC 0.77% Reduce -45.8% 9,116 $3.1M
Voloridge Investment Management, LLC 0.01% New 9,110 $3.1M
&partners 0.03% Reduce -0.6% 9,198 $3.1M
Machina Capital S.A.S. 0.90% Add +6.5% 8,978 $3.0M
L & S Advisors Inc 0.43% Reduce -24.0% 8,976 $3.0M
Vestcor Inc 0.10% Add +0.1% 8,855 $3.0M
Empowered Funds, LLC 0.04% Reduce -82.2% 8,852 $3.0M
Dark Forest Capital Management LP 0.14% Add +1037.6% 8,771 $3.0M
Parsons Capital Management Inc. 0.16% Reduce -4.8% 8,692 $2.9M
Lido Advisors, LLC 0.02% Add +7.0% 8,684 $2.9M
Baird Financial Group, Inc. 0.01% Reduce -1.4% 8,670 $2.9M
XTX Topco Ltd 0.15% Add +184.1% 8,635 $2.9M
Allstate Corp. 0.09% Add +30.8% 8,633 $2.9M
Montecito Bank & Trust 0.51% Reduce -0.4% 8,630 $2.9M
PDT Partners, LLC 0.20% Add +240.0% 8,500 $2.9M
Mesirow Financial Investment Management, Inc. 0.06% Reduce -50.6% 8,446 $2.8M
Peak Financial Advisors LLC 1.44% Add +2.9% 8,390 $2.8M
Leavell Investment Management, Inc. 0.14% Reduce -13.0% 8,367 $2.8M
Avalon Trust Co 0.22% Reduce -5.4% 8,340 $2.8M
Richard Bernstein Advisors LLC 0.07% Reduce -4.6% 8,328 $2.8M
SIR Capital Management, L.P. 0.25% New 8,304 $2.8M
Bank Ozk 1.15% Add +19.5% 8,230 $2.8M
Brookfield Corp 0.00% Add +10.9% 8,227 $2.8M
D.A. Davidson & Co. 0.02% Add +2.2% 8,222 $2.8M
CI Investments Inc. 0.01% Add +623.6% 8,198 $2.8M
Quantbot Technologies LP 0.09% Reduce -69.5% 8,106 $2.7M
Natural Investments, LLC 0.77% Add +155.2% 8,079 $2.7M
Fifth Third Wealth Advisors LLC 0.14% Add +7.4% 8,068 $2.7M
Fuller & Thaler Asset Management, Inc. 0.01% Add +30.6% 8,020 $2.7M
Pallas Capital Advisors LLC 0.11% Reduce -19.7% 7,969 $2.7M
Comprehensive Financial Consultants Institutional, Inc. 0.95% Add +0.6% 7,943 $2.7M
TD Private Client Wealth LLC 0.07% Add +7.9% 7,887 $2.7M
J.W. Cole Advisors, Inc. 0.08% Add +340.4% 7,883 $2.7M
Bowman & Co S.C. 1.29% Add +6.2% 7,767 $2.6M
Meeder Advisory Services, Inc. 0.16% Add +10.6% 7,749 $2.6M
Tower Research Capital LLC (TRC) 0.08% Reduce -52.8% 7,857 $2.6M
Nomura Holdings Inc. 0.01% Add +3.9% 7,704 $2.6M
Jump Financial, LLC 0.04% Reduce -86.7% 7,658 $2.6M
LBP Am SA 0.04% Reduce -1.3% 7,635 $2.6M
Sigma Planning Corp 0.08% Add +47.9% 7,622 $2.6M
Central Valley Advisors, LLC 0.96% Add +8.6% 7,517 $2.5M
Cresset Asset Management, LLC 0.01% Add +7.8% 7,516 $2.5M
Beacon Pointe Advisors, LLC 0.03% Reduce -7.9% 7,496 $2.5M
Monument Capital Management 0.77% Add +7.4% 7,480 $2.5M
Rossmore Private Capital 0.30% Add +3.2% 7,242 $2.4M
Mirae Asset Securities (usa) Inc. 0.10% New 7,218 $2.4M
Ostrum Asset Management 0.13% Add +18.8% 7,170 $2.4M
Halbert Hargrove Global Advisors, LLC 0.14% Add +0.0% 7,067 $2.4M
United Capital Financial Advisors, LLC 0.02% Reduce -0.4% 7,063 $2.4M
HB Wealth Management, LLC 0.02% Add +23.8% 7,043 $2.4M
Alps Advisors Inc. 0.01% Add +9.1% 6,966 $2.3M
G&S Capital LLC 1.00% Add +2.2% 6,964 $2.3M
USS Investment Management Ltd 0.02% Reduce -57.6% 6,956 $2.3M
Consilium Wealth Advisory, LLC 1.17% Add +12.6% 6,944 $2.3M
Tokio Marine Asset Management Co. Ltd. 0.08% Add +3.3% 6,929 $2.3M
GC Wealth Management RIA, LLC 0.43% Add +0.0% 6,911 $2.3M
Merit Financial Group, LLC 0.03% Add +64.2% 6,848 $2.3M
Texas Yale Capital Corp. 0.09% Add +1.3% 6,835 $2.3M
WINTON GROUP Ltd 0.14% Reduce -53.4% 6,796 $2.3M
Bessemer Group Inc. 0.00% Reduce -63.4% 6,726 $2.3M
CIBC Private Wealth Group LLC 0.00% Reduce -0.5% 7,172 $2.3M
Synovus Financial Corp. 0.03% Reduce -11.1% 6,708 $2.3M
Oppenheimer & Co. Inc. 0.03% Reduce -18.4% 6,686 $2.3M
Composition Wealth, LLC 0.05% Reduce -3.1% 6,686 $2.3M
Barlow Wealth Partners, LLC 0.30% Add +0.0% 6,473 $2.3M
Auxier Asset Management LLC 0.33% Reduce -0.3% 6,663 $2.2M
Front Row Advisors LLC 0.86% Add +0.7% 6,621 $2.2M
Kentucky Retirement Systems Insurance Trust Fund 0.16% New 6,585 $2.2M
Financial Engines Advisors L.L.C. 0.00% Add +3.6% 6,582 $2.2M
Raiffeisen Bank International AG 0.04% Reduce -17.3% 6,663 $2.2M
Foundations Investment Advisors, LLC 0.04% Add +5.1% 6,509 $2.2M
Azzad Asset Management Inc. 0.26% Add +1.4% 6,454 $2.2M
Nilsine Partners, LLC 0.24% Reduce -0.8% 6,446 $2.2M
Wedbush Securities Inc. 0.08% Reduce -2.1% 6,404 $2.2M
Summit Financial, LLC 0.06% Reduce -7.5% 6,390 $2.2M
Waverly Advisors, LLC 0.03% Add +3.8% 6,355 $2.1M
Virtu Financial LLC 0.12% Add +29.5% 6,341 $2.1M
Twin Capital Management Inc. 0.25% Reduce -1.4% 6,282 $2.1M
Keystone Wealth Services, LLC 0.57% Reduce -2.3% 6,271 $2.1M
Suncoast Equity Management 0.24% New 6,259 $2.1M
Savant Capital, LLC 0.02% Reduce -3.9% 6,253 $2.1M
Cumberland Partners Ltd 0.16% No change 6,175 $2.1M
Greenleaf Trust 0.02% Add +4.0% 6,152 $2.1M
Brighton Jones LLC 0.07% Reduce -0.7% 6,149 $2.1M
Massachusetts Wealth Management 1.42% Reduce -4.0% 6,135 $2.1M
Principal Securities, Inc. 0.05% No change 5,584 $2.1M
Caprock Group, LLC 0.06% Add +5.6% 6,070 $2.0M
Stablepoint Partners, LLC 0.37% Reduce -0.4% 6,035 $2.0M
GAMMA Investing LLC 0.15% Add +5.5% 5,983 $2.0M
Coldstream Capital Management Inc. 0.04% Add +7.7% 5,876 $2.0M
Jones Financial Companies LLLP 0.00% Add +26.4% 5,950 $2.0M
Horizon Investments, LLC 0.06% Reduce -36.5% 5,855 $2.0M
Independent Advisor Alliance 0.06% Reduce -7.4% 5,830 $2.0M
Huntington National Bank 0.02% Reduce -4.7% 5,820 $2.0M
Harvest Fund Management Co., Ltd 0.10% Add +40.4% 5,444 $2.0M
Wahed Invest LLC 0.34% Add +4.0% 5,804 $2.0M
McRae Capital Management Inc. 0.41% No change 5,771 $1.9M
RFG - Bristol Wealth Advisors, LLC 0.65% Add +4.6% 5,728 $1.9M
Sit Investment Associates Inc. 0.05% Add +7.5% 5,705 $1.9M
My Legacy Advisors, LLC 0.74% Add +10.8% 5,686 $1.9M
FIL Ltd 0.00% Add +283.7% 5,644 $1.9M
Frank, Rimerman Advisors LLC 0.15% Reduce -0.5% 5,630 $1.9M
Essex Bank 0.46% Add +0.5% 5,599 $1.9M
Inspire Investing, LLC 0.22% Add +20.8% 5,571 $1.9M
Ossiam 0.03% Add +155.8% 5,528 $1.9M
Ledyard National Bank 0.18% Add +0.1% 5,519 $1.9M
Summit Trail Advisors, LLC 0.06% Add +17.3% 5,508 $1.9M
Stratos Wealth Partners, LTD. 0.03% Reduce -0.8% 5,494 $1.9M
Argent Capital Management LLC 0.06% No change 5,493 $1.9M
Stonebrook Private Inc. 0.48% Reduce -0.2% 5,470 $1.8M
Bank of New Hampshire 0.48% Reduce -4.6% 5,444 $1.8M
Romano Brothers and Company 0.24% No change 5,438 $1.8M
Strategic Advisors LLC 0.35% Reduce -8.5% 5,399 $1.8M
OneDigital Investment Advisors LLC 0.02% Add +12.8% 5,346 $1.8M
Tiaa Trust, National Association 0.01% Add +0.9% 5,304 $1.8M
Montag A & Associates Inc. 0.09% Reduce -0.0% 5,291 $1.8M
Bradley Foster & Sargent Inc. 0.03% Reduce -0.6% 5,286 $1.8M
Partnership Wealth Management, LLC 1.50% No change 5,250 $1.8M
Sequoia Financial Advisors, LLC 0.01% Reduce -4.2% 5,247 $1.8M
Guyasuta Investment Advisors Inc. 0.11% Reduce -0.1% 5,183 $1.7M
Advisors Asset Management, Inc. 0.03% Add +15.6% 5,177 $1.7M
Pinnacle Financial Partners Inc 0.04% Add +2.6% 5,166 $1.7M
Diversified Trust Co. 0.04% Reduce -1.7% 5,166 $1.7M
Bowen Hanes & Co. Inc. 0.05% No change 5,135 $1.7M
Huntleigh Advisors, Inc. 0.29% New 5,121 $1.7M
United Services Automobile Association 0.05% New 5,190 $1.7M
Prosperity Consulting Group, LLC 0.13% Reduce -15.5% 5,103 $1.7M
Tocqueville Asset Management L.P. 0.03% Reduce -1.4% 5,095 $1.7M
Aspen Investment Management Inc 0.79% Reduce -3.2% 5,086 $1.7M
Systematic Financial Management LP 0.05% No change 5,000 $1.7M
Trium Capital LLP 0.68% Add +20.0% 4,974 $1.7M
Analyst IMS Investment Management Services Ltd. 0.07% Reduce -3.9% 4,969 $1.7M
Cantor Fitzgerald Investment Advisors L.P. 0.12% Add +0.4% 4,955 $1.7M
OVERSEA-CHINESE BANKING Corp Ltd 0.05% No change 5,000 $1.7M
Kane Investment Management, Inc. 0.80% Reduce -11.8% 4,903 $1.7M
Schonfeld Strategic Advisors LLC 0.01% Reduce -85.3% 4,790 $1.6M
Wealthcare Advisory Partners LLC 0.04% Add +4.6% 4,758 $1.6M
Trust Investment Advisors 1.03% Add +1.2% 4,744 $1.6M
Aptus Capital Advisors, LLC 0.02% Add +27.0% 4,705 $1.6M
Kanawha Capital Management LLC 0.12% Reduce -0.5% 4,691 $1.6M
Qtron Investments LLC 0.24% No change 4,682 $1.6M
Graham Capital Management, L.P. 0.07% Reduce -61.8% 4,634 $1.6M
Northeast Financial Consultants Inc 0.07% No change 4,609 $1.6M
Strengthening Families & Communities, LLC 0.95% Reduce -6.9% 4,617 $1.6M
TFR Capital, LLC. 0.64% New 4,564 $1.5M
Signature Wealth Management Group 0.60% Add +3.9% 4,560 $1.5M
Prospera Financial Services Inc 0.04% Add +59.3% 4,546 $1.5M
Caliber Wealth Management, LLC / KS 0.21% — 4,528 $1.5M
Quadrant Capital Group LLC 0.06% Add +19.3% 4,516 $1.5M
Nvwm, LLC 0.40% Add +0.4% 4,510 $1.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.05% Add +0.3% 4,504 $1.5M
Focus Partners Advisor Solutions, LLC 0.02% Add +104.3% 4,465 $1.5M
Prossimo Advisors, LLC 1.13% Add +0.0% 4,464 $1.5M
Caldwell Trust Co 0.16% Add +22.9% 4,411 $1.5M
Dynamic Advisor Solutions LLC 0.05% Reduce -4.4% 4,367 $1.5M
Kingsview Wealth Management, LLC 0.03% Reduce -5.3% 4,321 $1.5M
Meiji Yasuda Asset Management Co Ltd. 0.06% Reduce -6.9% 4,312 $1.5M
Investors Asset Management of Georgia Inc. /Ga/ 0.73% No change 4,305 $1.5M
NWK Group, Inc. 0.66% Reduce -0.8% 4,297 $1.4M
Semanteon Capital Management, LP 0.78% Add +43.1% 4,288 $1.4M
Entropy Technologies, LP 0.14% Reduce -63.5% 4,280 $1.4M
Pflug Koory, LLC 0.80% No change 4,274 $1.4M
Penobscot Investment Management Company, Inc. 0.13% Reduce -2.9% 4,254 $1.4M
Oppenheimer Asset Management Inc. 0.02% Add +495.5% 4,252 $1.4M
International Assets Investment Management, LLC 0.13% Reduce -1.5% 4,248 $1.4M
Guggenheim Capital LLC 0.01% Reduce -23.9% 4,240 $1.4M
Elyxium Wealth, LLC 0.63% Add +526.4% 4,197 $1.4M
CW Advisors, LLC 0.02% Add +107.6% 4,136 $1.4M
CHICAGO TRUST Co NA 0.26% Add +8.0% 4,176 $1.4M
Tower Bridge Advisors 0.16% No change 4,169 $1.4M
Secured Retirement Advisors, LLC 0.90% Reduce -10.0% 4,165 $1.4M
Darden Wealth Group Inc 1.09% Reduce -1.4% 4,145 $1.4M
Graypoint LLC 0.09% Reduce -2.2% 4,128 $1.4M
Buckley Wealth Management, LLC 0.43% Add +2.0% 4,122 $1.4M
Values First Advisors, Inc. 0.81% Reduce -2.8% 4,123 $1.4M
McCarter Private Wealth Services LLC 0.90% Add +5.4% 4,100 $1.4M
Freemont Management S.A. 0.54% Reduce -8.9% 4,100 $1.4M
Roundview Capital LLC 0.10% Reduce -0.2% 4,097 $1.4M
Atlas Private Wealth Advisors 0.19% Add +1.2% 4,092 $1.4M
Murphy, Middleton, Hinkle & Parker, Inc. 0.77% No change 4,089 $1.4M
BLB&B Advisors, LLC 0.07% Reduce -0.3% 4,081 $1.4M
Beverly Hills Private Wealth, LLC 0.27% Reduce -0.1% 4,016 $1.4M
Aspiriant, LLC 0.05% New 4,004 $1.3M
Telligent Fund, LP 1.50% New 4,000 $1.3M
Lion Street Advisors, LLC 0.43% Add +0.3% 3,992 $1.3M
Centiva Capital, LP 0.08% Reduce -39.0% 3,989 $1.3M
Sapient Capital LLC 0.03% Reduce -1.1% 3,982 $1.3M
MorganRosel Wealth Management, LLC 0.41% Add +7.6% 3,977 $1.3M
Clear Harbor Asset Management, LLC 0.11% Add +9.2% 3,972 $1.3M
Mufg Securities Americas Inc. 0.16% Add +19.5% 3,970 $1.3M
NorthCoast Asset Management LLC 0.01% Add +11.2% 3,958 $1.3M
Grove Bank & Trust 0.18% Reduce -0.8% 3,921 $1.3M
Broderick Brian C 0.27% No change 3,915 $1.3M
Csenge Advisory Group 0.07% Add +0.6% 3,944 $1.3M
Ransom Advisory, Ltd 0.65% Reduce -4.3% 3,893 $1.3M
Boyd Watterson Asset Management LLC 0.42% Reduce -1.1% 3,893 $1.3M
Seeds Investor LLC 0.37% Reduce -2.7% 3,891 $1.3M
Virtus Investment Advisers, LLC 0.36% New 3,881 $1.3M
Aspire Private Capital, LLC 0.32% No change 3,874 $1.3M
Tenon Financial LLC 0.80% No change 3,857 $1.3M
Integrated Advisors Network LLC 0.07% Reduce -0.1% 3,834 $1.3M
First Horizon Advisors, Inc. 0.04% Reduce -5.8% 3,829 $1.3M
Mach-1 Financial Group, LLC 0.39% New 3,826 $1.3M
Holderness Investments Co. 0.30% Reduce -0.5% 3,812 $1.3M
Lebenthal Global Advisors, LLC 0.24% Add +6.5% 3,797 $1.3M
Parallax Volatility Advisers, L.P. 0.05% Add +650.6% 3,768 $1.3M
Marietta Wealth Management, LLC 0.18% Reduce -20.3% 3,718 $1.3M
Zacks Investment Management 0.01% Reduce -93.2% 3,708 $1.2M
Chicago Partners Investment Group LLC 0.04% Add +0.2% 3,047 $1.2M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.15% Reduce -6.7% 3,672 $1.2M
Silvercrest Asset Management Group LLC 0.01% Add +14.9% 3,641 $1.2M
Pine Valley Investments Ltd Liability Co 0.08% Reduce -0.3% 3,616 $1.2M
NJ State Employees Deferred Compensation Plan 0.16% No change 3,600 $1.2M
Corient IA LP 0.86% — 3,586 $1.2M
Sterling Capital Management LLC 0.02% Reduce -6.2% 3,583 $1.2M
Confluence Wealth Services, Inc. 0.08% Reduce -10.2% 3,584 $1.2M
Westhampton Capital, LLC 0.66% No change 3,565 $1.2M
Compass Ion Advisors, LLC 0.14% Add +0.1% 3,549 $1.2M
Moors & Cabot, Inc. 0.06% Reduce -3.4% 3,544 $1.2M
NorthCrest Asset Manangement, LLC 0.04% Add +19.0% 3,543 $1.2M
Transcend Capital Advisors, LLC 0.09% New 3,509 $1.2M
Whittier Trust Co. 0.02% Reduce -1.2% 3,507 $1.2M
Jacobi Capital Management LLC 0.09% Add +14.7% 3,505 $1.2M
Glenview Trust Co 0.02% Reduce -16.7% 3,503 $1.2M
Harbor Advisors LLC 0.20% No change 3,500 $1.2M
Legal Advantage Investments, Inc. 0.64% Reduce -2.8% 3,498 $1.2M
Wolf Group Capital Advisors 0.40% New 3,495 $1.2M
Sowell Financial Services LLC 0.05% New 3,456 $1.2M
Mgo One Seven LLC 0.04% Add +21.6% 3,426 $1.2M
Widmann Financial Services, Inc. 0.89% Reduce -0.0% 3,416 $1.2M
Heritage Wealth Advisors 0.06% Reduce -0.1% 3,410 $1.1M
Baader Bank Aktiengesellschaft 0.12% Add +24.7% 3,406 $1.1M
Harbor Capital Advisors, Inc. 0.05% New 3,368 $1.1M
Brown Brothers Harriman & Co. 0.01% Reduce -0.1% 3,337 $1.1M
Aspire Growth Partners LLC 1.00% New 2,758 $1.1M
Evergreen Capital Management LLC 0.04% Add +1.9% 3,325 $1.1M
Dorsey & Whitney Trust CO LLC 0.06% Reduce -13.8% 3,291 $1.1M
Jennison Associates LLC 0.00% No change 3,290 $1.1M
Mitchell & Pahl Private Wealth, LLC 0.51% Reduce -4.1% 3,247 $1.1M
Prime Capital Investment Advisors, LLC 0.01% Add +32.6% 3,239 $1.1M
Essex Financial Services, Inc. 0.08% Reduce -1.0% 3,233 $1.1M
Convergence Investment Partners, LLC 0.30% Add +431.3% 3,225 $1.1M
Farther Finance Advisors, LLC 0.03% Add +22.9% 3,179 $1.1M
LeClair Wealth Partners LLC 0.78% Reduce -5.7% 3,222 $1.1M
Monte Financial Group, LLC 0.48% Add +9.2% 3,258 $1.1M
Money Concepts Capital Corp. 0.08% No change 3,200 $1.1M
Challenger Wealth Management 0.85% Reduce -0.4% 3,193 $1.1M
St Germain D J Co. Inc. 0.05% Reduce -21.3% 3,191 $1.1M
Geneos Wealth Management Inc. 0.04% Add +19.1% 3,179 $1.1M
Peddock Capital Advisors, LLC 0.27% Reduce -7.3% 3,161 $1.1M
Whittier Trust Co. of Nevada Inc. 0.03% Add +37.3% 3,157 $1.1M
Inceptionr LLC 0.32% Reduce -4.2% 3,143 $1.1M
Modern Wealth Management, LLC 0.03% Add +3.7% 3,135 $1.1M
Kornitzer Capital Management Inc. 0.02% No change 3,125 $1.1M
Daymark Wealth Partners, LLC 0.04% Add +13.8% 3,096 $1.0M
Nippon Life Global Investors Americas, Inc. 0.05% Add +17.5% 3,090 $1.0M
OneAscent Investment Solutions LLC 1.23% — 3,070 $1.0M
Rainier Family Wealth Inc. 1.22% Reduce -1.1% 3,068 $1.0M
Keeley-Teton Advisors, LLC 0.13% Reduce -3.4% 3,066 $1.0M
Wedmont Private Capital 0.05% Reduce -0.5% 2,969 $1.0M
Ballentine Partners, LLC 0.02% Add +2.8% 3,034 $1.0M
Wealth Alliance, LLC 0.12% Add +22.1% 3,026 $1.0M
Snowden Capital Advisors LLC 0.03% Add +14.6% 3,024 $1.0M
Creekmur Asset Management LLC 0.21% No change 3,011 $1.0M
Notis-McConarty Edward 0.52% No change 3,000 $1.0M
Argyle Capital Management, LLC 0.38% No change 3,000 $1.0M
TruNorth Capital Management, LLC 0.25% New 3,000 $1.0M
Integrated Wealth Concepts LLC 0.01% Add +22.1% 2,985 $1.0M
Magnolia Capital Advisors LLC 0.27% Add +6.5% 2,980 $1.0M
Syon Capital LLC 0.08% Add +11.4% 2,941 $991K
Parallel Advisors, LLC 0.02% Add +0.6% 2,936 $989K
Advisory Resource Group 0.20% Add +4.9% 2,920 $984K
Cypress Asset Management Inc. 0.26% Reduce -8.5% 2,895 $975K
FWG Holdings, LLC 0.48% No change 2,744 $970K
NewEdge Wealth, LLC 0.02% Reduce -0.5% 2,877 $969K
Ramirez Asset Management, Inc. 0.20% Add +190.6% 2,874 $968K
Impact Capital Partners LLC 0.35% Reduce -8.7% 2,838 $956K
Foster Group, Inc. 0.04% Add +1.2% 2,833 $954K
Haven Private, LLC 0.54% Add +1.6% 2,828 $953K
Blue Trust, Inc. 0.01% Add +5.2% 2,801 $944K
VestGen Investment Management 0.71% Reduce -14.4% 2,778 $936K
NFSG Corp 0.23% Add +17.0% 2,771 $934K
Everhart Financial Group, Inc. 0.13% Add +5.4% 2,749 $926K
IFP Advisors, Inc 0.03% Reduce -1.6% 2,738 $923K
Continuum Advisory, LLC 0.12% Add +8.9% 2,733 $921K
Citizens Financial Group Inc. 0.02% Add +4.9% 2,728 $919K
Moody LYNN Lieberson & Walker, LLC 0.06% No change 2,725 $918K
Baldwin Investment Management, LLC 0.11% Reduce -3.5% 2,716 $915K
Platform Technology Partners 0.27% Add +80.2% 2,713 $914K
Calamos Advisors LLC 0.01% Add +0.3% 2,712 $914K
SVB Wealth LLC 0.04% Reduce -26.6% 2,706 $912K
Allworth Financial LP 0.01% Add +25.5% 2,648 $909K
Haverford Trust Co 0.01% Add +0.6% 2,675 $901K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -46.5% 2,674 $901K
Avantax Planning Partners, Inc. 0.03% Reduce -3.9% 2,665 $898K
Cornerstone Advisory, LLC 0.10% Add +2.8% 2,206 $897K
EP Wealth Advisors, LLC 0.01% Add +14.5% 2,647 $892K
Kesler, Norman & Wride, LLC 0.17% Add +102.2% 2,643 $891K
Heritage Trust Co 0.11% Add +2.4% 2,620 $883K
Carnegie Investment Counsel 0.02% Reduce -0.3% 2,785 $881K
Zions Bancorporation, National Association 0.06% — 2,612 $880K
Smith Group Asset Management, LLC 0.07% Add +1.2% 2,610 $879K
Neville Rodie & Shaw Inc. 0.07% Reduce -31.5% 2,605 $878K
Sherbrooke Park Advisers LLC 0.41% Reduce -30.5% 2,602 $877K
Strategy Asset Managers LLC 0.18% Reduce -1.6% 2,575 $867K
Level Four Advisory Services, LLC 0.04% Reduce -10.7% 2,574 $867K
High Net Worth Advisory Group LLC 0.24% No change 2,570 $866K
Kimelman & Baird, LLC 0.07% No change 2,565 $864K
Y-Intercept (Hong Kong) Ltd 0.06% New 2,562 $863K
Griffin Asset Management, Inc. 0.11% No change 2,550 $859K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.22% No change 2,536 $854K
Essex LLC 0.18% Reduce -1.9% 2,527 $851K
Axxcess Wealth Management, LLC 0.02% Add +74.4% 2,520 $849K
Ameritas Investment Partners, Inc. 0.03% Add +3.8% 2,499 $842K
LGT Fund Management Co Ltd. 0.08% Reduce -61.6% 2,497 $841K
Berry Wealth Group, LP 0.65% Add +0.8% 2,454 $827K
Wealthspire Advisors, LLC 0.00% Reduce -1.7% 2,444 $823K
Gsa Capital Partners LLP 0.07% Reduce -4.6% 2,424 $817K
Profund Advisors LLC 0.04% Reduce -10.9% 2,413 $813K
Wambolt & Associates, LLC 0.28% Reduce -3.9% 2,379 $813K
Investment House LLC 0.05% No change 2,400 $809K
Connecticut Wealth Management, LLC 0.04% No change 2,400 $809K
Qsemble Capital Management, LP 0.09% Reduce -88.5% 2,392 $806K
Fiduciary Alliance LLC 0.08% Add +5.2% 2,388 $805K
Apella Capital, LLC 0.03% Add +9.0% 2,342 $803K
Spinnaker Trust 0.05% No change 2,361 $795K
Commerzbank Aktiengesellschaft 0.02% Add +76.7% 2,356 $794K
Allegheny Financial Group 0.20% Add +76.6% 2,352 $793K
Clearstead Trust, LLC 0.18% Reduce -3.5% 2,350 $792K
Jackson Square Capital, LLC 0.26% Reduce -0.3% 2,349 $791K
Premier Path Wealth Partners, LLC 0.12% Reduce -4.7% 2,343 $789K
Sfmg, LLC 0.06% Reduce -4.6% 2,340 $788K
Lindbrook Capital, LLC 0.07% Add +6.9% 2,338 $788K
Perpetual Ltd 0.01% Add +276.7% 2,332 $786K
Arax Advisory Partners 0.05% Add +21.1% 2,330 $785K
Excalibur Management Corp. 0.31% Reduce -4.8% 2,317 $781K
Baron Silver Stevens Financial Advisors, LLC 0.14% Reduce -1.5% 2,317 $781K
HBK Sorce Advisory LLC 0.02% Add +2.9% 2,300 $775K
Icon Wealth Advisors, LLC 0.06% Add +21.4% 2,297 $774K
Cigna Investments Inc. 0.14% Reduce -1.4% 2,294 $773K
Flagship Harbor Advisors, LLC 0.04% Reduce -2.2% 2,282 $769K
Renasant Bank 0.51% Reduce -4.7% 2,280 $768K
Clearstead Advisors, LLC 0.01% Add +2.7% 2,277 $767K
Hendershot Investments Inc. 0.10% No change 2,270 $765K
Williams Jones Wealth Management, LLC. 0.01% Reduce -1.9% 2,270 $765K
Fullcircle Wealth LLC 0.31% Add +0.9% 2,173 $763K
Arkadios Wealth Advisors 0.03% Add +152.3% 2,261 $762K
Texas Capital Bancshares Inc 0.32% Reduce -0.1% 2,258 $761K
Catalyst Financial Partners LLC 0.14% Add +1.1% 2,254 $759K
Locust Wood Capital Advisers, LLC 0.03% New 2,250 $758K
Pinion Investment Advisors, LLC 0.17% Add +1.4% 2,245 $756K
Compound Planning, Inc. 0.03% Add +25.4% 2,233 $752K
Clark Capital Management Group, Inc. 0.01% Reduce -11.7% 2,227 $750K
Bryce Point Capital, LLC 0.56% New 2,226 $745K
Headlands Technologies LLC 0.08% Add +523.2% 2,206 $743K
Western Financial Corp 0.43% Reduce -4.2% 2,200 $741K
EverSource Wealth Advisors, LLC 0.04% Add +35.6% 2,195 $740K
Center for Financial Planning, Inc. 0.09% Add +3.0% 2,183 $735K
OneAscent Financial Services LLC 0.05% Reduce -16.2% 2,151 $730K
Richardson Financial Services Inc. 0.55% No change 2,163 $729K
Banco Santander, S.A. 0.01% New 2,160 $728K
Venture Visionary Partners LLC 0.03% Add +37.1% 2,151 $725K
Crux Wealth Advisors 0.37% Reduce -33.5% 2,137 $720K
Exencial Wealth Advisors, LLC 0.03% Reduce -19.0% 2,126 $716K
Spirepoint Private Client, LLC 0.09% No change 2,123 $715K
AE Wealth Management LLC 0.01% Reduce -15.6% 2,107 $710K
Checchi Capital Advisers, LLC 0.05% Reduce -11.5% 2,101 $708K
Cullinan Associates Inc. 0.05% No change 2,100 $708K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.03% Add +50.0% 2,100 $708K
Sendero Wealth Management, LLC 0.10% New 2,096 $706K
VestGen Advisors, LLC 0.03% — 2,095 $706K
Forum Financial Management, LP 0.01% Reduce -1.8% 2,093 $705K
Winthrop Advisory Group LLC 0.08% No change 2,091 $705K
Fulton Bank, N.A. 0.03% Reduce -18.1% 2,082 $701K
Evexia Wealth LLC 0.25% Add +0.1% 2,025 $694K
JB Capital LLC 0.04% Add +0.7% 2,059 $694K
Moneta Group Investment Advisors LLC 0.01% Add +3.2% 2,059 $694K
Little House Capital LLC 0.19% Reduce -3.6% 2,056 $693K
Financial Counselors Inc. 0.01% Reduce -3.2% 2,056 $693K
First Pacific Financial 0.14% Reduce -20.9% 2,051 $691K
Stephens Inc. 0.01% Add +11.2% 2,047 $690K
Keel Point, LLC 0.05% Add +5.2% 2,047 $690K
Perigon Wealth Management, LLC 0.02% Add +6.4% 2,045 $689K
Callan Family Office, LLC 0.05% Add +1.6% 2,039 $687K
Silverlake Wealth Management LLC 0.26% Reduce -0.3% 2,037 $686K
NorthRock Partners, LLC 0.02% Add +1.9% 2,028 $683K
Bridgewater Associates 0.00% Add +50.1% 2,028 $683K
True North Advisors, LLC 0.12% Reduce -12.0% 2,013 $678K
Belmont Capital, LLC 0.12% New 2,012 $678K
Valeo Financial Advisors, LLC 0.02% Reduce -0.9% 1,998 $673K
Brooklyn Investment Group 0.14% Add +37.8% 1,994 $671K
State of Wyoming 0.09% Add +100.4% 1,982 $668K
Reynders McVeigh Capital Management, LLC 0.04% No change 1,965 $662K
MIdWestOne Financial Group, Inc. 0.09% Add +0.4% 1,946 $656K
Argonautica Private Wealth Management, Inc. 0.22% Add +4.8% 1,942 $654K
Quadcap Wealth Management, LLC 0.09% Reduce -6.2% 1,939 $653K
Fiera Capital Corp 0.00% Add +1.4% 1,930 $650K
Alamea Verwaltungs GmbH 0.56% — 1,924 $648K
King Luther Capital Management Corp. 0.00% No change 1,918 $646K
MWA Asset Management 0.44% Add +7.8% 1,901 $641K
Valley National Advisers Inc. 0.12% Add +0.5% 1,897 $638K
West Oak Capital, LLC 0.35% No change 1,885 $635K
S&co Inc. 0.04% No change 1,880 $633K
Gilman Hill Asset Management, LLC 0.11% No change 1,878 $633K
Bedell Frazier Investment Counselling, LLC 0.16% Reduce -20.3% 1,870 $630K
Phillips Wealth Planners LLC 0.66% Add +8.5% 1,816 $628K
Waterloo Capital, L.P. 0.06% Add +4.8% 1,852 $624K
Harfst & Associates, Inc. 0.14% New 1,851 $624K
Silverberg Bernstein Capital Management LLC 0.58% No change 1,850 $623K
Hillsdale Investment Management Inc. 0.03% No change 1,850 $623K
Community Bank & Trust, Waco, Texas 0.15% No change 1,843 $621K
Peterson Wealth Services 0.20% Reduce -1.0% 1,839 $620K
Callan Capital, LLC 0.05% Add +2.5% 1,837 $619K
Choate Investment Advisors 0.02% Add +0.1% 1,833 $618K
Sovereign Financial Group, Inc. 0.14% Reduce -1.1% 1,827 $616K
Caitlin John, LLC 0.60% Reduce -61.0% 1,824 $615K
Transatlantique Private Wealth LLC 0.24% Reduce -26.7% 1,812 $610K
Claro Advisors Inc. 0.08% Add +71.7% 1,808 $609K
Courier Capital LLC 0.04% Add +12.5% 1,798 $606K
Diversify Advisory Services, LLC 0.04% Add +13.0% 1,701 $601K
Mission Wealth Management, LP 0.01% Reduce -3.1% 1,771 $597K
WBH Advisory Inc. 0.06% New 1,768 $596K
Patron Partners, LLC 0.32% Add +9.3% 1,751 $590K
Farmers Trust Co. 0.11% Reduce -0.5% 1,742 $587K
Conning Inc. 0.02% No change 1,741 $587K
Alesco Advisors, LLC, An ESL Co 0.02% Add +0.8% 1,738 $586K
Smartleaf Asset Management LLC 0.06% Add +7.5% 1,760 $584K
PFG Investments, LLC 0.04% Reduce -7.0% 1,732 $583K
Lafayette Investments, Inc. 0.12% No change 1,722 $580K
Northstar Group, Inc. 0.10% Reduce -7.5% 1,719 $579K
SeaCrest Wealth Management, LLC 0.07% Add +30.0% 1,708 $575K
IFG Advisory, LLC 0.03% No change 1,698 $572K
Oakworth Capital, Inc. 0.04% Add +681.5% 1,688 $569K
Marks Group Wealth Management, Inc 0.05% New 1,675 $564K
Oak Thistle LLC 0.11% Add +26.5% 1,674 $564K
Westfield Capital Management Co. LP 0.00% Reduce -5.0% 1,671 $563K
Wescott Financial Advisory Group, LLC 0.06% Reduce -4.6% 1,669 $562K
Gratus Wealth Advisors, LLC 0.09% Add +19.7% 1,661 $560K
First Bank & Trust 0.11% Add +13.5% 1,649 $556K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% Reduce -2.4% 1,649 $556K
Acropolis Investment Management, LLC 0.03% Add +0.1% 1,647 $555K
Diversified Enterprises, LLC 0.05% Add +10.0% 1,634 $551K
Hartford Financial Management Inc. 0.11% No change 1,632 $550K
Enterprise Financial Services Corp 0.32% Add +0.4% 1,622 $546K
First Financial Bank - Trust Division 0.05% Reduce -66.3% 1,618 $545K
Manchester Capital Management LLC 0.07% Add +7.3% 1,615 $544K
Avestar Capital, LLC 0.05% Reduce -10.3% 1,615 $544K
ERn Financial, LLC 0.09% Reduce -15.6% 1,610 $542K
Board of the Pension Protection Fund 0.62% Reduce -27.3% 1,600 $539K
First Financial Bankshares Inc 0.01% Reduce -3.2% 1,595 $537K
Argent Trust Co 0.02% Add +8.9% 1,592 $536K
Resurgent Financial Advisors LLC 0.32% Reduce -2.0% 1,584 $534K
IAM Advisory, LLC 0.14% Add +0.2% 1,583 $534K
Brookstone Capital Management 0.01% Add +6.0% 1,582 $533K
Johnson Investment Counsel Inc. 0.01% Add +22.5% 1,577 $531K
Valley Wealth Managers, Inc. 0.04% Add +7.0% 1,560 $526K
Sage Mountain Advisors LLC 0.04% Add +8.5% 1,534 $517K
First National Trust Co 0.02% Add +2.1% 1,532 $516K
Bridges Investment Management Inc. 0.01% No change 1,532 $516K
Fiduciary Group, LLC 0.05% No change 1,528 $515K
First Affirmative Financial Network 0.31% Reduce -8.8% 1,525 $514K
B. Riley Wealth Advisors, Inc. 0.02% Add +5.0% 1,523 $513K
McNamara Financial Services, Inc. 0.11% New 1,520 $512K
Cercano Management LLC 0.01% No change 1,517 $511K
Fiduciary Family Office, LLC 0.17% New 1,516 $511K
Hanson & Doremus Investment Management 0.07% Reduce -6.8% 1,515 $510K
Taylor Financial Group, Inc. 0.35% Reduce -2.6% 1,512 $509K
Richards, Merrill & Peterson, Inc. 0.26% Reduce -6.2% 1,511 $509K
Kercheville Advisors, LLC 0.21% No change 1,506 $507K
Appleton Partners Inc. 0.04% Reduce -3.3% 1,504 $507K
Firestone Capital Management 0.13% Add +0.2% 1,503 $506K
Birchcreek Wealth Management, LLC 0.32% Reduce -12.6% 1,502 $506K
Washington Trust Bank 0.05% Reduce -5.4% 1,501 $506K
Morse Asset Management, Inc 0.13% Reduce -60.7% 1,500 $505K
McAdam, LLC 0.03% New 1,500 $505K
Schechter Investment Advisors, LLC 0.04% Reduce -15.9% 1,497 $504K
Ritholtz Wealth Management 0.01% Add +15.1% 1,493 $503K
Clarius Group, LLC 0.03% Add +12.0% 1,483 $500K
Wetzel Investment Advisors, Inc. 0.25% Reduce -4.3% 1,460 $493K
Cobblestone Capital Advisors LLC 0.03% Reduce -1.8% 1,463 $493K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -7.3% 1,461 $492K
Ameritas Advisory Services, LLC 0.02% Add +6.9% 1,355 $492K
Mitchell McLeod Pugh & Williams Inc. 0.10% Reduce -1.0% 1,442 $486K
Palisades Hudson Asset Management, L.P. 0.22% No change 1,427 $481K
CX Institutional 0.02% Add +7.3% 1,427 $481K
Canton Hathaway, LLC 0.10% Add +1056.9% 1,423 $479K
MTM Investment Management, LLC 0.19% Add +0.1% 1,402 $479K
Conscious Wealth Investments, LLC 0.33% New 1,179 $477K
Somerville Kurt F 0.08% No change 1,413 $476K
Sompo Asset Management Co., Ltd. 0.09% No change 1,410 $475K
Two Sigma Securities, LLC 0.07% Reduce -25.1% 1,408 $474K
Verdence Capital Advisors LLC 0.04% Add +3.1% 1,397 $471K
Nwam LLC 0.04% Reduce -87.7% 1,386 $467K
OneAscent Wealth Management LLC 0.20% Reduce -19.2% 1,374 $463K
Trustmark Bank Trust Department 0.03% Reduce -72.6% 1,365 $460K
Certuity, LLC 0.05% Add +45.0% 1,363 $459K
Sivia Capital Partners, LLC 0.21% Add +98.3% 1,360 $458K
High Probability Advisors, LLC 0.08% No change 1,360 $458K
Trilogy Capital Inc. 0.02% No change 1,357 $457K
Beacon Capital Management, LLC 0.06% Add +0.2% 1,356 $457K
SevenBridge Financial Group, LLC 0.09% No change 1,096 $456K
Murphy Pohlad Asset Management LLC 0.19% No change 1,350 $455K
Bath Savings Trust Co 0.05% No change 1,350 $455K
Personal Cfo Solutions, LLC 0.09% Add +16.6% 1,345 $453K
Cordgrass Capital Advisors, LLC 0.13% Reduce -45.4% 1,343 $452K
Pacific Sage Partners, LLC 0.10% Reduce -1.0% 1,341 $452K
Larson Financial Group LLC 0.02% Add +3.2% 1,338 $451K
Mayflower Financial Advisors, LLC 0.07% Add +0.7% 1,335 $450K
Magnolia Capital Management Ltd. 0.38% Reduce -33.5% 1,330 $448K
New England Capital Financial Advisors LLC 0.23% Add +0.2% 1,330 $448K
MGB Wealth Management, LLC 0.16% Add +12.3% 1,329 $447K
SYM FINANCIAL Corp 0.06% New 1,324 $446K
Means Investment Co., Inc. 0.05% Reduce -1.6% 1,320 $445K
Tilia Fiduciary Partners, Inc. 0.30% Reduce -1.6% 1,320 $445K
Empower Advisory Group, LLC 0.00% Add +1.7% 1,319 $444K
Evercore Wealth Management, LLC 0.01% No change 1,316 $443K
Aureus Asset Management, LLC 0.03% No change 1,305 $440K
Hilltop Holdings Inc. 0.03% Reduce -7.5% 1,303 $439K
Procyon Advisors, LLC 0.03% Add +29.0% 1,299 $438K
Virtue Capital Management, LLC 0.05% Add +7.1% 1,298 $437K
Advisors Management Group Inc. 0.09% No change 1,284 $433K
Ninety One SA (Pty) Ltd 0.08% Add +113.7% 1,297 $432K
Mairs & Power Inc. 0.00% Reduce -29.4% 1,281 $432K
Parcion Private Wealth LLC 0.04% New 1,278 $431K
Fielder Capital Group LLC 0.12% Add +25.0% 1,271 $428K
Contravisory Investment Management, Inc. 0.09% Add +1.2% 1,268 $427K
Harvest Investment Services, LLC 0.12% Reduce -13.1% 1,265 $426K
D.B. Root & Company, LLC 0.14% Reduce -22.3% 1,258 $424K
Rehmann Capital Advisory Group 0.03% Add +14.9% 1,253 $422K
Bryn Mawr Trust Advisors, LLC 0.03% Add +28.1% 1,253 $422K
Integrated Investment Consultants, LLC 0.08% Add +0.2% 1,253 $422K
Legacy Financial Advisors, Inc. 0.07% Add +2.5% 1,250 $421K
First Manhattan Co. Llc. 0.00% Reduce -2.2% 1,249 $421K
IHT Wealth Management, LLC 0.01% Add +4.3% 1,248 $421K
Wealth Quarterback LLC 0.24% Add +0.3% 1,248 $420K
AdvisorShares Investments LLC 0.08% No change 1,230 $420K
Sterling Investment Counsel, LLC 0.14% Add +11.6% 1,247 $420K
Raelipskie Partnership 0.22% No change 1,243 $419K
Alta Advisers Ltd 0.18% Add +67.7% 1,239 $417K
Aaron Wealth Advisors LLC 0.05% Add +1.1% 1,236 $417K
Howard Capital Management, LLC 0.01% Reduce -13.4% 1,236 $416K
Horan Securities, Inc. 0.16% Reduce -17.6% 1,235 $416K
Harrington Investments, INC 0.24% Reduce -0.3% 1,229 $414K
Arcadia Wealth Management, LLC 0.20% No change 1,228 $414K
Magnus Financial Group LLC 0.04% Add +0.3% 1,227 $413K
Financial Insights, Inc. 0.16% Add +24.6% 1,225 $413K
Old North State Wealth Management, LLC 0.23% Reduce -2.3% 1,216 $411K
Pioneer Trust Bank N A 0.11% Reduce -3.6% 1,220 $411K
First Citizens Bank & Trust Co. 0.01% Add +12.5% 1,216 $410K
First City Capital Management, Inc. 0.25% No change 1,214 $409K
Bigelow Investment Advisors, LLC 0.19% Add +9.6% 1,213 $409K
StoneX Group Inc. 0.02% Add +24.3% 1,212 $408K
TFB Advisors LLC 0.12% Reduce -0.1% 1,210 $408K
Quotient Wealth Partners, LLC 0.01% Add +4.0% 1,210 $408K
Inlet Private Wealth, LLC 0.11% No change 1,204 $406K
Novus Advisors, LLC 0.41% No change 1,200 $404K
bLong Financial, LLC 0.36% No change 1,200 $404K
Hall Laurie J Trustee 0.14% No change 1,200 $404K
Simon Quick Advisors, LLC 0.02% Add +22.2% 1,199 $404K
Paladin Advisory Group, LLC 0.32% Reduce -25.6% 1,198 $404K
Mutual Advisors, LLC 0.01% Add +118.4% 1,151 $401K
Pinnacle Wealth Planning Services, Inc. 0.06% Add +40.6% 1,181 $398K
Barnett & Company, Inc. 0.33% No change 1,180 $398K
Counterpoint Mutual Funds LLC 0.06% New 1,180 $398K
Avior Wealth Management, LLC 0.02% Add +1.0% 1,179 $397K
Howe & Rusling Inc. 0.03% Reduce -3.3% 1,177 $397K
Signature Estate & Investment Advisors LLC 0.01% Add +3.3% 1,174 $396K
Fidelis Capital Partners, LLC 0.04% Add +5.8% 1,129 $393K
Equitable Holdings, Inc. 0.00% Add +7.1% 1,164 $392K
PDS Planning, Inc 0.03% Add +9.7% 1,162 $392K
Councilmark Asset Management, LLC 0.26% No change 1,150 $387K
Ballew Advisors, Inc 0.26% No change 1,112 $385K
Lockerman Financial Group, Inc. 0.58% No change 1,140 $384K
CWA Asset Management Group, LLC 0.02% Add +19.2% 1,135 $382K
Boston Trust Walden Corp 0.00% Reduce -18.9% 1,131 $381K
Radnor Capital Management, LLC 0.06% Add +14.8% 1,131 $381K
Harbour Investments, Inc. 0.01% Add +9.7% 1,129 $380K
Pines Wealth Management, LLC 0.17% Reduce -0.1% 1,200 $378K
Headinvest, LLC 0.07% Reduce -7.1% 1,119 $377K
Washington Trust Advisors, Inc. 0.03% Add +28.3% 1,119 $377K
SCS Capital Management LLC 0.00% New 1,117 $376K
Northside Capital Management, LLC 0.06% Add +6.7% 1,115 $376K
Pettyjohn, Wood & White, Inc. 0.07% No change 1,114 $375K
Penserra Capital Management LLC 0.01% Reduce -32.1% 1,102 $371K
German American Bancorp, Inc. 0.04% No change 1,100 $371K
Childress Capital Advisors, LLC 0.11% Reduce -0.6% 1,093 $368K
Mather Group, Llc. 0.00% Add +16.9% 1,089 $367K
3Chopt Investment Partners, LLC 0.10% New 1,083 $365K
Capstone Investment Advisors, LLC 0.00% Reduce -88.2% 1,083 $365K
Muirfield Wealth Advisors LLC 0.31% Add +0.3% 1,082 $364K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -14.0% 1,080 $364K
Advanced Portfolio Management, LLC 0.73% New 1,074 $362K
Earned Wealth Advisors, LLC 0.08% New 1,074 $362K
Sunbeam Capital Management, LLC 0.34% Add +0.2% 1,068 $361K
ZWJ Investment Counsel Inc. 0.01% No change 1,062 $358K
Partners Capital Investment Group, LLP 0.01% New 1,059 $357K
Searle & Co. 0.10% Add +31.3% 1,050 $354K
Greenspring Advisors, LLC 0.08% No change 1,050 $354K
Savvy Advisors, Inc. 0.04% Add +28.4% 1,045 $352K
Sterneck Capital Management, LLC 0.19% No change 1,045 $352K
Second Line Capital, LLC 0.09% New 1,042 $351K
Goepper Burkhardt LLC 0.14% No change 1,042 $351K
MRA Advisory Group 0.19% Reduce -14.4% 1,040 $350K
Stonebridge Financial Group, LLC 0.04% Add +89.9% 1,035 $349K
Goldstone Financial Group, LLC 0.05% Add +19.7% 1,034 $348K
Watershed Private Wealth LLC 0.14% No change 1,023 $345K
Gilliland Jeter Wealth Management LLC 0.12% No change 1,008 $340K
Apexium Financial, LP 0.02% No change 1,008 $340K
Trust Point Inc. 0.03% No change 1,001 $337K
Gryphon Financial Partners LLC 0.05% Add +74.7% 1,001 $337K
Lynch Asset Management, Inc. 0.15% New 1,000 $337K
LBMC Investment Advisors, LLC 0.03% No change 1,000 $337K
RBF Capital, LLC 0.02% No change 1,000 $337K
Grey Ledge Advisors, LLC 0.09% No change 998 $336K
Cynosure Group, LLC 0.05% Add +24.0% 992 $334K
Moneco Advisors, LLC 0.03% Add +1.4% 989 $333K
Balefire, LLC 0.11% Add +2.6% 989 $333K
Boothbay Fund Management, LLC 0.01% Reduce -3.1% 989 $333K
Peregrine Asset Advisers, Inc. 0.12% Add +14.0% 986 $332K
PharVision Advisers, LLC 0.46% Reduce -15.9% 979 $330K
Voya Financial Advisors, Inc. 0.04% Add +26.2% 993 $330K
Hancock Whitney Corp. 0.01% Add +8.9% 977 $329K
Institute for Wealth Management, LLC. 0.04% Reduce -0.5% 976 $329K
Kaufman Rossin Wealth, LLC 0.23% New 974 $328K
Parkside Financial Bank & Trust 0.04% Add +11.3% 965 $325K
West Paces Advisors Inc. 0.07% No change 961 $324K
Baker Tilly Wealth Management, LLC 0.13% Add +41.9% 958 $323K
L2 Asset Management, LLC 0.07% Add +9.9% 955 $322K
Wealth Management Associates, Inc. 0.14% Reduce -0.2% 952 $321K
Fayez Sarofim & Co 0.00% No change 952 $321K
MassMutual Private Wealth & Trust, FSB 0.01% Add +28.9% 951 $320K
Florida Trust Wealth Management Co 0.01% Reduce -13.7% 947 $319K
Bingham Private Wealth, LLC 0.33% Add +3.2% 944 $318K
Private Trust Co. NA 0.03% Add +22.0% 942 $317K
Vista Investment Partners Ii, LLC 0.17% Add +4.5% 939 $316K
Asset Allocation Strategies LLC 0.08% No change 937 $316K
Sky Investment Group LLC 0.06% Add +1.1% 935 $315K
Swmg, LLC 0.12% New 900 $313K
Dakota Wealth Management 0.01% No change 928 $313K
Park Place Capital Corp 0.08% Reduce -1.6% 928 $313K
Quantum Portfolio Management LLC 0.16% New 926 $312K
Collective Family Office LLC 0.08% Reduce -9.7% 926 $312K
Evoke Wealth, LLC 0.01% New 924 $311K
Versant Capital Management, Inc 0.05% Add +52.5% 924 $311K
Busey Bank 0.01% Reduce -1.6% 919 $310K
Tevis Investment Management 0.23% No change 837 $309K
One Plus One Wealth Management, LLC 0.17% No change 915 $308K
CreativeOne Wealth, LLC 0.01% Reduce -55.1% 915 $308K
Cerro Pacific Wealth Advisors LLC 0.10% Add +11.1% 833 $308K
Modera Wealth Management, LLC 0.00% Reduce -28.2% 912 $307K
Brown Miller Wealth Management, LLC 0.11% New 911 $307K
SeaBridge Investment Advisors LLC 0.07% No change 910 $307K
Douglas Lane & Associates, LLC 0.00% Reduce -24.1% 910 $307K
Liberty Wealth Management LLC 0.06% Add +2.1% 907 $306K
MBB Public Markets I LLC 0.04% New 906 $305K
Great Valley Advisor Group, Inc. 0.01% Reduce -2.9% 902 $304K
Alliance Wealth Advisors, LLC 0.18% No change 900 $303K
Quantum Private Wealth, LLC 0.11% No change 900 $303K
J. W. Coons Advisors, LLC 0.08% No change 900 $303K
Shufro Rose & Co. LLC 0.02% No change 900 $303K
OneAscent Family Office, LLC 0.28% Reduce -20.5% 898 $303K
Virtus Advisers, LLC 0.20% Reduce -69.4% 895 $302K
Triangle Securities Wealth Management 0.08% No change 895 $302K
Wilkins Investment Counsel Inc. 0.04% No change 893 $301K
Blalock Williams, LLC 0.33% Add +4.8% 886 $299K
Cornerstone Wealth Management, LLC 0.02% No change 886 $299K
Sound Income Strategies, LLC 0.02% Add +793.9% 885 $298K
Sage Private Wealth Group, LLC 0.23% Add +7.3% 882 $297K
GeoWealth Management, LLC 0.01% Reduce -17.5% 880 $296K
Balboa Wealth Partners 0.07% Reduce -19.9% 879 $296K
ICONIQ Capital, LLC 0.01% Reduce -32.4% 879 $296K
Court Place Advisors, LLC 0.10% Add +2.1% 873 $294K
LWM Advisory Services, LLC 0.20% Add +2.4% 860 $294K
tru Independence LLC 0.09% Add +0.5% 867 $292K
Baldwin Wealth Partners LLC 0.02% No change 866 $292K
Mosaic Family Wealth Partners, LLC 0.04% No change 865 $291K
Keyes, Stange & Wooten Wealth Management, LLC 0.16% Reduce -2.6% 861 $290K
Wealth Group, Ltd. 0.19% Add +7.1% 861 $290K
CVA Family Office, LLC 0.04% Add +5.4% 860 $290K
Quent Capital, LLC 0.03% Add +0.9% 860 $290K
Nebula Research & Development LLC 0.03% Reduce -86.7% 853 $287K
Addison Advisors LLC 0.08% Add +1.4% 851 $287K
Parr McKnight Wealth Management Group, LLC 0.04% No change 850 $286K
Verity & Verity, LLC 0.03% No change 849 $286K
Portside Wealth Group, LLC 0.05% New 847 $285K
Lyell Wealth Management, LP 0.03% Reduce -1.8% 843 $284K
Cathy Pareto & Associates, Inc. 0.25% New 841 $283K
Mechanics Bank Trust Department 0.04% No change 840 $283K
Bellecapital International Ltd. 0.06% Reduce -41.2% 839 $283K
SilverOak Wealth Management LLC 0.06% No change 834 $281K
Hazlett, Burt & Watson, Inc. 0.13% Add +2.5% 830 $280K
Farringdon Capital, Ltd. 0.14% Reduce -23.2% 822 $277K
AdvisorNet Financial, Inc 0.02% Add +6.4% 818 $276K
Park Square Financial Group, LLC 0.22% Add +1842.9% 816 $275K
Tobias Financial Advisors, Inc. 0.05% Add +0.5% 816 $275K
Atlantic Union Bankshares Corp 0.02% Add +9.1% 813 $274K
Financial Management Professionals, Inc. 0.03% Add +1.4% 809 $273K
Rockland Trust Co. 0.01% New 809 $273K
Capital Advisors Wealth Management, LLC 0.05% New 805 $271K
SPC Financial, Inc. 0.02% Reduce -37.4% 804 $271K
Impact Investors, Inc 0.21% Reduce -0.1% 803 $271K
Fractal Investments LLC 0.04% No change 800 $270K
Formidable Asset Management, LLC 0.04% Add +0.1% 798 $269K
Pure Financial Advisors, LLC 0.01% Add +1.4% 796 $268K
Advisory Alpha, LLC 0.01% Add +23.6% 792 $267K
Capital Investment Advisors, LLC 0.01% Add +3.4% 792 $267K
Independent Financial Group, LLC 0.01% Reduce -11.1% 789 $266K
Badgley Phelps Wealth Managers, LLC 0.01% Add +2.6% 785 $264K
Cim, LLC 0.04% No change 785 $264K
Compass Capital Corp. /Ma/ 0.14% Add +1.1% 823 $264K
North Capital, Inc. 0.25% — 781 $263K
Everpar Advisors LLC 0.14% Reduce -18.8% 780 $263K
Noble Family Wealth, LLC 0.07% No change 780 $263K
George Kaiser Family Foundation 0.04% New 780 $263K
Prescott Group Capital Management, L.L.C. 0.04% New 780 $263K
Financial Advocates Investment Management 0.02% New 778 $262K
Teza Capital Management LLC 0.12% Reduce -99.6% 769 $259K
Scissortail Wealth Management, LLC 0.07% No change 767 $258K
Bank of Marin 0.33% No change 767 $258K
Journey Strategic Wealth LLC 0.01% Add +9.3% 763 $257K
Garde Capital, Inc. 0.01% Reduce -2.3% 763 $257K
Stock Yards Bank & Trust Co. 0.01% Add +0.7% 763 $257K
Maple Capital Management, Inc. 0.02% New 762 $257K
Eastern Bank 0.01% Add +26.6% 762 $257K
Buska Wealth Management, LLC 0.08% New 761 $256K
YHB Investment Advisors, Inc. 0.02% No change 760 $256K
Quantum Financial Advisors, LLC 0.04% Reduce -7.6% 758 $255K
Relyea Zuckerberg Hanson LLC 0.03% Add +9.1% 755 $254K
RFG Advisory, LLC 0.01% Reduce -1.2% 754 $254K
Delta Financial Group, Inc. 0.06% Add +6.0% 708 $253K
Smith & Howard Wealth Management, LLC 0.07% No change 750 $253K
Everett Harris & Co. 0.00% No change 750 $253K
Prelude Capital Management, LLC 0.03% Reduce -74.6% 749 $252K
Segment Wealth Management, LLC 0.02% Add +2.3% 747 $252K
Belpointe Asset Management LLC 0.01% Reduce -5.6% 743 $250K
Stonebridge Capital Advisors LLC 0.02% Add +0.5% 741 $250K
R Squared Ltd 0.27% Reduce -38.3% 740 $249K
Sound View Wealth Advisors Group, LLC 0.02% Add +21.1% 739 $249K
Norden Group LLC 0.03% New 738 $249K
Essential Planning, LLC. 0.10% Reduce -98.5% 738 $249K
Sharpepoint LLC 0.22% Reduce -6.7% 700 $247K
Advisor OS, LLC 0.03% Reduce -5.3% 729 $246K
Olympiad Research LP 0.29% Add +21.9% 729 $246K
Gateway Investment Advisers LLC 0.00% Reduce -3.2% 728 $245K
Old Port Advisors 0.07% Add +2.0% 727 $245K
Horizon Family Wealth, Inc. 0.16% Reduce -13.1% 725 $245K
FourThought Financial Partners, LLC 0.03% Add +3.0% 725 $244K
WASHINGTON TRUST Co 0.01% No change 725 $244K
BSW Wealth Partners 0.04% Add +3.0% 723 $244K
Ulland Investment Advisors, LLC 0.21% No change 720 $243K
Fullerton Fund Management Co Ltd. 0.02% Reduce -99.0% 720 $243K
UNIVEST FINANCIAL Corp 0.02% No change 720 $242K
Proficio Capital Partners LLC 0.02% Add +5.0% 719 $242K
Centaurus Financial, Inc. 0.01% Add +11.5% 715 $241K
Northeast Financial Group, Inc. 0.09% Reduce -0.3% 715 $241K
Simmons Bank 0.02% Reduce -1.5% 714 $241K
L.M. Kohn & Company 0.06% No change 709 $239K
Bell Bank 0.01% No change 708 $239K
Carr Financial Group Corp 0.08% Add +27.4% 706 $238K
EPG Wealth Management LLC 0.07% No change 702 $237K
Patriot Financial Group Insurance Agency, LLC 0.03% Reduce -1.4% 702 $237K
PFG Private Wealth Management, LLC 0.13% Add +0.4% 701 $236K
Compass Wealth Management LLC 0.06% No change 700 $236K
Atwood & Palmer Inc. 0.02% No change 700 $236K
First Citizens Financial Corp 0.13% Add +6.5% 699 $236K
HCR Wealth Advisors 0.03% Reduce -0.8% 697 $235K
Kathmere Capital Management, LLC 0.02% New 695 $234K
Philip James Wealth Mangement, LLC 0.03% No change 691 $233K
Ifrah Financial Services, Inc. 0.07% Reduce -17.3% 691 $233K
Cary Street Partners Investment Advisory LLC 0.13% Add +23.1% 688 $232K
Four Tree Island Advisory LLC 0.16% No change 687 $231K
Human Investing LLC 0.04% No change 682 $230K
Main Street Financial Solutions, LLC 0.02% Reduce -0.6% 682 $230K
World Equity Group, Inc. 0.07% Reduce -52.7% 606 $229K
MJP Associates Inc. 0.04% Reduce -3.0% 679 $229K
Heritage Financial Services, LLC 0.02% No change 678 $228K
Cottonwood Capital Advisors, LLC 0.17% Reduce -18.6% 676 $228K
Wealth Preservation Advisors, LLC 0.16% — 676 $228K
KMG Fiduciary Partners, LLC 0.02% Reduce -1.3% 673 $227K
First National Corp. /Ma/ 0.05% No change 672 $226K
Marathon Strategic Advisors, LLC 0.24% No change 671 $226K
American Institute for Advanced Investment Management, LLP 0.17% New 665 $224K
First Foundation Advisors 0.01% No change 665 $224K
First National Bank of Omaha 0.02% No change 665 $224K
TRUE Private Wealth Advisors 0.03% No change 661 $223K
Purkiss Capital Advisors LLC 0.17% New 660 $222K
Safeguard Financial, LLC 0.05% Add +3.0% 660 $222K
Plancorp, LLC 0.01% Add +3.6% 660 $222K
Picton Mahoney Asset Management 0.01% New 660 $222K
LaSalle St. Investment Advisors, LLC 0.05% No change 657 $221K
Private Wealth Partners, LLC 0.02% No change 655 $221K
Legacy Advisors, LLC 0.02% Add +6.2% 653 $220K
Five Oceans Advisors 0.11% No change 652 $220K
Roman Butler Fullerton & Co. 0.09% Reduce -19.9% 638 $219K
Cromwell Holdings LLC 0.14% No change 651 $219K
Pinkerton Wealth, LLC 0.03% New 651 $219K
Sentry Investment Management LLC 0.15% Reduce -23.0% 694 $219K
Optimize Financial Inc. 0.08% Add +7.3% 645 $217K
Millburn Ridgefield LLC 0.01% New 642 $216K
MTM Financial Group, LLC 0.13% No change 640 $216K
Millstone Evans Group, LLC 0.15% Add +1.1% 639 $215K
Abacus Planning Group, Inc. 0.04% Reduce -3.6% 638 $215K
Allegiance Financial Group Advisory Services LLC 0.07% New 637 $215K
Ontario Teachers Pension Plan Board 0.00% Reduce -69.0% 636 $214K
Athena Investment Management 0.13% No change 634 $214K
Clarendon Private LLC 0.22% New 632 $213K
Meridian Wealth Management, LLC 0.01% Reduce -1.4% 631 $213K
Bridgewater Advisors Inc. 0.02% New 600 $212K
Smithfield Trust Co 0.01% Reduce -1.7% 640 $212K
Crew Capital Management, Ltd 0.17% Add +0.8% 628 $212K
Legacy Wealth Managment, LLC 0.15% Add +486.9% 628 $212K
Consolidated Portfolio Review Corp 0.03% New 625 $211K
Genesee Capital Advisors, LLC 0.10% No change 621 $209K
Strategic Blueprint, LLC 0.01% Add +11.1% 620 $209K
Joel Isaacson & Co., LLC 0.01% New 620 $209K
Scientech Research LLC 0.06% Reduce -60.6% 618 $208K
Heritage Wealth Management, Inc. 0.07% Reduce -3.1% 615 $207K
Wendell David Associates Inc. 0.02% No change 616 $207K
Foster & Motley Inc. 0.01% Reduce -3.3% 613 $207K
Meridian Financial Partners LLC 0.10% No change 609 $205K
TriaGen Wealth Management LLC 0.07% No change 607 $205K
PFG Advisors 0.01% Add +3.4% 607 $205K
Alpha Family Trust 0.12% No change 605 $204K
Intrust Bank NA 0.02% Reduce -6.4% 603 $203K
Inscription Capital, LLC 0.03% — 676 $203K
Thomasville National Bank 0.01% No change 602 $203K
Duncker Streett & Co. Inc. 0.04% No change 600 $202K
Hudock, Inc. 0.04% No change 600 $202K
Hemenway Trust Co LLC 0.02% No change 600 $202K
JARISLOWSKY, FRASER Ltd 0.00% No change 600 $202K
Tradition Wealth Management, LLC 0.02% Add +0.7% 599 $202K
CYBER HORNET ETFs LLC 0.21% No change 597 $201K
Certified Advisory Corp 0.02% Reduce -0.2% 596 $201K
Petros Family Wealth, LLC 0.22% Add +7.0% 595 $200K
Reyes Financial Architecture, Inc. 0.15% Add +36.2% 591 $199K
North Star Investment Management Corp. 0.01% No change 560 $189K
1248 Management, LLC 0.08% New 553 $186K
Catalyst Capital Advisors LLC 0.00% Add +45.2% 527 $178K
Logan Capital Management Inc. 0.01% No change 523 $176K
CoreCap Advisors, LLC 0.01% Reduce -28.5% 521 $176K
MCF Advisors LLC 0.01% No change 500 $168K
Pacifica Partners Inc. 0.08% Add +1.4% 507 $168K
Quarry LP 0.04% Reduce -69.5% 496 $167K
Rothschild Investment LLC 0.01% Reduce -31.1% 492 $166K
Gables Capital Management Inc. 0.08% Add +47.5% 466 $157K
Atlas Capital Advisors Inc. 0.02% No change 458 $154K
Arlington Trust Co LLC 0.03% No change 443 $149K
Evergreen Private Wealth LLC 0.07% Add +0.2% 441 $149K
New Age Alpha Advisors, LLC 0.01% Add +112.6% 423 $143K
Bangor Savings Bank 0.01% Reduce -48.9% 400 $135K
Global Wealth Strategies & Associates 0.04% Add +470.0% 399 $134K
Hemington Wealth Management 0.02% Add +22.4% 382 $128K
Ascentis Wealth Management, LLC 0.04% Add +36.8% 368 $126K
Rossby Financial, LCC 0.05% New 359 $125K
Tortoise Investment Management, LLC 0.01% Reduce -31.8% 366 $123K
SouthState Bank Corp 0.01% Add +132.7% 356 $120K
GW&K Investment Management, LLC 0.00% Reduce -1.9% 352 $119K
Vermillion & White Wealth Management Group, LLC 0.09% Add +366.7% 350 $118K
City State Bank 0.04% Reduce -14.8% 346 $117K
First Command Advisory Services, Inc. 0.00% Add +2.2% 326 $110K
DiNuzzo Private Wealth, Inc. 0.01% Reduce -0.3% 324 $109K
Ridgewood Investments LLC 0.05% No change 321 $108K
Anchor Investment Management, LLC 0.01% No change 318 $107K
GHP Investment Advisors, Inc. 0.00% Reduce -31.3% 305 $103K
Harbor Investment Advisory, LLC 0.01% Add +874.2% 302 $102K
Karani Asset Management LLC 0.11% Reduce -31.8% 300 $101K
First United Bank & Trust 0.04% No change 299 $101K
Westpac Banking Corp. 0.01% Reduce -96.1% 293 $99K
Spurstone Advisory Services, LLC 1.90% New 290 $98K
LRI Investments, LLC 0.01% Reduce -0.3% 40,282 $97K
Cape Investment Advisory, Inc. 0.04% Reduce -0.3% 287 $97K
TFC Financial Management, Inc. 0.01% No change 277 $93K
Pingora Partners LLC 0.07% No change 275 $93K
McIlrath & Eck, LLC 0.01% Add +120.0% 275 $93K
Plante Moran Financial Advisors, LLC 0.01% No change 270 $91K
Iron Horse Wealth Management, LLC 0.03% New 266 $90K
American National Bank & Trust 0.01% No change 262 $88K
Bayforest Capital Ltd 0.04% Reduce -65.0% 261 $88K
Hopwood Financial Services, Inc. 0.07% Add +25.7% 259 $87K
Asset Dedication, LLC 0.01% Add +6.3% 268 $87K
Motco 0.01% Reduce -4.9% 254 $86K
Caas Capital Management LP 0.04% New 251 $85K
Capital Advisors, Ltd. LLC 0.01% Add +1.6% 246 $83K
Capula Management Ltd 0.00% New 241 $81K
Covestor Ltd 0.05% Add +28.9% 241 $81K
HUB Investment Partners, LLC 0.00% Reduce -15.8% 235 $79K
Ruedi Wealth Management, Inc. 0.02% No change 226 $76K
Financial Perspectives, Inc 0.03% No change 225 $76K
Riverview Trust Co 0.07% Reduce -1.8% 220 $74K
Sunbelt Securities, Inc. 0.01% Add +0.9% 215 $72K
PEAK6 LLC 0.00% New 210 $71K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +2.5% 205 $69K
Carolinas Wealth Consulting LLC 0.01% Reduce -12.5% 203 $68K
WPG Advisers, LLC 0.06% Add +9.2% 202 $68K
Aventura Private Wealth, LLC 0.04% Add +171.6% 201 $68K
Financially Speaking Inc 0.05% No change 200 $67K
Avondale Wealth Management 0.04% No change 200 $67K
Riggs Asset Managment Co. Inc. 0.02% No change 200 $67K
Crews Bank & Trust 0.01% No change 200 $67K
Peoples Financial Services Corp. 0.03% No change 200 $67K
Capital Analysts, LLC 0.00% No change 197 $67K
MV Capital Management, Inc. 0.01% Add +0.5% 194 $65K
Rosenberg Matthew Hamilton 0.02% No change 192 $65K
PFS Partners, LLC 0.03% Add +0.5% 186 $63K
Hexagon Capital Partners LLC 0.01% Add +2.2% 183 $62K
Farmers & Merchants Investments Inc. 0.00% No change 183 $62K
General Partner, Inc. 0.04% No change 182 $61K
Rise Advisors, LLC 0.03% Add +3.5% 180 $61K
Indiana Trust & Investment Management Co 0.02% No change 179 $60K
GPS Wealth Strategies Group, LLC 0.01% Reduce -55.2% 176 $59K
GoalVest Advisory LLC 0.02% Add +93.3% 174 $59K
Sierra Ocean, LLC 0.05% No change 171 $58K
Knuff & Co LLC 0.02% No change 167 $56K
HHM Wealth Advisors, LLC 0.01% No change 165 $56K
Bell Investment Advisors, Inc 0.01% No change 162 $55K
Medallion Wealth Advisors, LLC 0.02% Add +384.9% 160 $55K
Community Bank, N.A. 0.01% New 158 $53K
Salomon & Ludwin, LLC 0.01% No change 156 $53K
Pinney & Scofield, Inc. 0.04% No change 150 $51K
Anderson Financial Strategies, LLC 0.03% New 150 $51K
Essex Investment Management Co. LLC 0.01% No change 150 $51K
Centricity Wealth Management, LLC 0.05% No change 149 $50K
Davis Capital Management 0.04% No change 143 $48K
JNBA Financial Advisors 0.00% Reduce -41.7% 140 $47K
JFS Wealth Advisors, LLC 0.00% No change 138 $46K
Trust Co. of Vermont 0.00% Add +35.3% 138 $46K
CBIZ Investment Advisory Services, LLC 0.00% Add +23.4% 137 $46K
Bollard Group LLC 0.00% Add +0.7% 137 $46K
Old Second National Bank of Aurora 0.01% Reduce -2.2% 135 $45K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 135 $45K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% Add +8.0% 135 $45K
Bartlett & Co. Wealth Management LLC 0.00% Add +0.8% 130 $44K
Glen Eagle Advisors, LLC 0.01% No change 126 $42K
BankPlus Trust Department 0.01% No change 123 $41K
Fortitude Family Office, LLC 0.01% No change 121 $41K
Godsey & Gibb, Inc. 0.00% No change 120 $40K
Barrett & Company, Inc. 0.02% No change 120 $40K
Lanark Financial, Inc. 0.00% — 118 $39K
DHJJ Financial Advisors, Ltd. 0.02% No change 115 $39K
Pinnacle Bancorp, Inc. 0.01% Add +120.0% 110 $37K
Dagco, Inc. 0.01% New 110 $37K
Olde Wealth Management, LLC 0.01% New 110 $37K
Private Wealth Asset Management, LLC 0.01% — 106 $36K
Delta Asset Management LLC 0.00% No change 103 $35K
Golden State Wealth Management, LLC 0.01% Reduce -3.8% 102 $34K
Flagship Wealth Advisors, LLC 0.01% No change 100 $34K
BOK Financial Private Wealth, Inc. 0.00% Reduce -3.9% 100 $34K
Pittenger & Anderson Inc. 0.00% No change 100 $34K
Piscataqua Savings Bank 0.03% No change 100 $34K
Tradewinds Capital Management, LLC 0.01% Add +46.1% 95 $32K
Clean Yield Group 0.01% No change 93 $31K
Opal Wealth Advisors, LLC 0.01% New 93 $31K
Bogart Wealth, LLC 0.00% Add +97.9% 93 $31K
DT Investment Partners, LLC 0.00% No change 92 $31K
Saudi Central Bank 0.16% New 89 $30K
Johnson Financial Group, Inc. 0.00% Add +331.6% 82 $28K
Maryland Capital Advisors Inc. 0.01% No change 80 $27K
NewSquare Capital LLC 0.00% Add +518.2% 68 $23K
Sachetta, LLC 0.01% Add +4.7% 67 $23K
Activest Wealth Management 0.01% Add +3250.0% 67 $23K
Highline Wealth Partners LLC 0.01% Reduce -7.0% 66 $22K
WFA Asset Management Corp 0.01% Add +208.3% 74 $22K
ORG Partners LLC 0.01% Reduce -78.1% 65 $22K
2UniFi Bank 0.01% New 59 $21K
Dunhill Financial, LLC 0.01% Reduce -7.5% 62 $21K
True Wealth Design, LLC 0.01% Reduce -59.1% 61 $20K
Clal Insurance Enterprises Holdings Ltd 0.00% Add +383.3% 58 $20K
TCTC Holdings, LLC 0.00% Add +65.7% 58 $20K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -33.7% 57 $19K
Coastline Trust Co 0.00% No change 57 $19K
Global Financial Private Client, LLC 0.01% Add +3.7% 56 $19K
Raffa Wealth Management, LLC 0.00% No change 56 $19K
Private Wealth Management Group, LLC 0.01% No change 55 $19K
Red Tortoise LLC 0.01% No change 54 $18K
1620 Investment Advisors, Inc. 0.01% Reduce -8.6% 53 $18K
Creative Capital Management Investments LLC 0.01% No change 51 $17K
Prestige Wealth Management Group LLC 0.00% No change 49 $17K
Westside Investment Management, Inc. 0.00% No change 44 $15K
von Borstel & Associates, Inc. 0.00% New 46 $15K
Avion Wealth 0.00% No change 43 $15K
Atala Financial Inc 0.01% No change 41 $14K
Synergy Investment Management, LLC 0.01% No change 41 $14K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +485.7% 41 $14K
Whipplewood Advisors, LLC 0.01% Add +1225.0% 53 $13K
MJT & Associates Financial Advisory Group, Inc. 0.01% — 38 $13K
Archer Investment Corp 0.00% New 37 $13K
Olistico Wealth, LLC 0.01% No change 37 $12K
Albion Financial Group 0.00% No change 35 $12K
Lord & Richards Wealth Management, LLC 0.01% New 35 $12K
Eukles Asset Management 0.01% No change 35 $12K
Cornerstone Planning Group LLC 0.00% Add +29.6% 35 $12K
Hughes Financial Services, LLC 0.00% New 34 $12K
Mowery & Schoenfeld Wealth Management, LLC 0.02% No change 34 $11K
Aspect Partners, LLC 0.01% Reduce -19.1% 34 $11K
Mark Sheptoff Financial Planning, LLC 0.01% No change 34 $11K
Coston, McIsaac & Partners 0.00% No change 33 $11K
Citizens National Bank Trust Department 0.00% No change 32 $11K
Financial Network Wealth Advisors LLC 0.01% Add +121.4% 31 $10K
SOA Wealth Advisors, LLC. 0.00% No change 31 $10K
Creative Financial Designs Inc. 0.00% New 28 $9K
Abound Wealth Management 0.00% Reduce -28.9% 27 $9K
Caldwell Sutter Capital, Inc. 0.00% No change 25 $8K
Costello Asset Management, INC 0.00% No change 25 $8K
United Community Bank 0.00% New 23 $8K
Principia Wealth Advisory, LLC 0.01% Add +266.7% 22 $8K
Hollencrest Capital Management 0.00% No change 22 $7K
Cedar Wealth Management, LLC 0.00% No change 21 $7K
Bruce G. Allen Investments, LLC 0.01% Reduce -60.0% 20 $7K
Clark Wealth Partners 0.01% Add +81.8% 20 $7K
Transce3nd, LLC 0.00% Reduce -19.1% 17 $6K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 17 $6K
TD Capital Management LLC 0.00% No change 16 $5K
Binnacle Investments Inc 0.00% — 16 $5K
SJS Investment Consulting Inc. 0.00% No change 16 $5K
Dogwood Wealth Management LLC 0.00% New 15 $5K
Tsfg, LLC 0.00% No change 15 $5K
Graney & King, LLC 0.00% New 14 $5K
Westend Capital Management, LLC 0.00% No change 14 $5K
Operose Advisors LLC 0.00% No change 14 $5K
Orion Capital Management LLC 0.00% No change 13 $4K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 13 $4K
Physician Wealth Advisors, Inc. 0.00% Reduce -79.0% 12 $4K
Brown, Lisle/Cummings, Inc. 0.00% New 12 $4K
Key Financial Inc 0.00% No change 12 $4K
Country Trust Bank 0.00% No change 12 $4K
Broadwater Capital Management LLC 0.00% No change 11 $4K
Altshuler Shaham Ltd 0.00% Add +10.0% 11 $4K
Glass Jacobson Investment Advisors llc 0.00% No change 10 $4K
POM Investment Strategies, LLC 0.00% No change 10 $3K
Capital A Wealth Management, LLC 0.00% No change 10 $3K
ESL Trust Services, LLC 0.00% No change 10 $3K
LGT Financial Advisors LLC 0.01% Reduce -90.4% 9 $3K
Valued Wealth Advisors LLC 0.00% No change 9 $3K
Barnes Dennig Private Wealth Management LLC 0.00% — 9 $3K
Retirement Wealth Solutions LLC 0.00% Add +100.0% 8 $3K
Core Alternative Capital 0.00% No change 8 $3K
Raleigh Capital Management Inc. 0.00% Reduce -98.8% 7 $2K
Bare Financial Services, Inc 0.00% New 7 $2K
WealthTrak Capital Management LLC 0.00% Add +20.0% 6 $2K
HighMark Wealth Management LLC 0.00% No change 6 $2K
Rakuten Securities, Inc. 0.00% Reduce -88.9% 6 $2K
Ogorek Anthony Joseph /NY/ 0.00% New 7 $2K
Hantz Financial Services, Inc. 0.00% New 6 $2K
Kennebec Savings Bank 0.00% No change 5 $2K
Wolff Wiese Magana LLC 0.00% No change 5 $2K
Marshall & Sterling Wealth Advisors Inc. 0.00% New 5 $2K
Painted Porch Advisors LLC 0.00% No change 5 $2K
Parkworth Wealth Management, Inc. 0.00% No change 4 $1K
Optimum Investment Advisors 0.00% New 4 $1K
Beaird Harris Wealth Management, LLC 0.00% No change 4 $1K
Bay Harbor Wealth Management, LLC 0.00% New 4 $1K
American Capital Advisory, LLC 0.00% New 3 $1K
Greenline Partners, LLC 0.00% Reduce -99.9% 3 $1K
Perkins Coie Trust Co 0.00% No change 3 $1K
Transamerica Financial Advisors, LLC 0.00% No change 3 $1K
Redwood Park Advisors LLC 0.00% No change 2 $674
Richardson Capital Management LLC 0.00% New 2 $674
Wood Tarver Financial Group, LLC 0.00% No change 2 $674
ROSS\JOHNSON & Associates LLC 0.01% New 1 $337
HFM Investment Advisors, LLC 0.00% — 1 $337
Laurel Wealth Advisors LLC 0.00% No change 1 $337
Rialto Wealth Management, LLC 0.00% New 1 $337
Ancora Advisors LLC 0.00% No change 1 $337
Chesapeake Asset Management LLC 0.00% No change 1 $336

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