Trane TechnologiesTT

13F holders, Q2 2026 (June 30)
1,823holders +71
162new positions
89sold out
11famous investors
$489.05avg. 13F price*

At the end of Q2 2026, 1,823 institutions reported holding Trane Technologies PLC (TT) in their 13F filings, up 71 from Q1 2026. 162 opened new positions and 89 sold out. The largest holders were BlackRock, Inc. ($10.7B), Vanguard Capital Management LLC ($7.1B) and JPMorgan Chase & Co. ($6.0B). 11 famous investors held it, including Ken Fisher (0.3% of Fisher Asset Management's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.2% of AQR Capital 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions162$287.1M
Exits89$308.6M

All 13F filers, Q1 2026 → Q2 2026: 12,865,864 shares bought and 15,024,526 shares sold, net −2,158,662 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,823 holders

BlackRock, Inc. 0.16% Add +1.1% 21,876,084 $10.7B
Vanguard Capital Management LLC 0.15% Add +0.4% 14,437,764 $7.1B
JPMorgan Chase & Co. 0.35% Reduce -24.9% 12,562,815 $6.0B
FMR LLC 0.22% Add +2.2% 10,085,086 $5.0B
State Street Corp. 0.15% Reduce -0.3% 10,077,391 $4.9B
Morgan Stanley 0.14% Add +2.1% 5,415,027 $2.7B
Geode Capital Management, LLC 0.14% Add +0.2% 5,198,809 $2.5B
Vanguard Portfolio Management LLC 0.08% Add +1.6% 3,591,869 $1.8B
Franklin Resources Inc. 0.36% Add +54.0% 3,293,486 $1.6B
Nuveen, LLC 0.35% Add +7.1% 3,013,749 $1.5B
Norges Bank 0.14% — 2,916,886 $1.4B
Northern Trust Corp. 0.14% Reduce -1.8% 2,460,507 $1.2B
Bank of America Corp. 0.08% Add +46.1% 2,411,385 $1.2B
UBS Group AG 0.18% Reduce -5.0% 2,368,517 $1.2B
Ameriprise Financial Inc. 0.23% Reduce -7.2% 2,345,431 $1.2B
Bank of New York Mellon Corp 0.18% Reduce -3.9% 2,272,867 $1.1B
Goldman Sachs Group Inc. 0.11% Reduce -0.2% 2,212,165 $1.1B
Wellington Management Group LLP 0.18% Reduce -8.2% 2,097,038 $1.0B
Nordea Investment Management AB 0.81% Reduce -23.2% 2,016,899 $992.6M
Amundi 0.23% Reduce -10.5% 1,946,727 $956.2M
Charles Schwab Investment Management Inc. 0.12% Add +7.8% 1,770,762 $869.7M
Jupiter Topco LLC 0.35% — 1,748,566 $858.8M
Fisher Asset Management 0.25% Reduce -7.6% 1,720,275 $844.9M
Alliancebernstein L.P. 0.25% Add +393.4% 1,834,853 $764.7M
Pictet Asset Management Holding SA 0.73% Reduce -19.3% 1,556,734 $764.4M
Massachusetts Financial Services Co. 0.24% Reduce -6.0% 1,518,752 $752.3M
Legal & General Group Plc 0.16% Reduce -4.8% 1,522,505 $747.8M
Invesco Ltd. 0.06% Add +0.0% 1,493,278 $733.4M
Capital Research Global Investors 0.10% Reduce -24.4% 1,408,884 $691.9M
Raymond James Financial Inc. 0.18% Add +0.9% 1,371,431 $673.6M
Vanguard Fiduciary Trust Co. 0.14% Reduce -0.6% 1,270,191 $623.9M
T. Rowe Price Associates Inc. 0.06% Add +2.5% 1,166,741 $573.1M
Royal Bank of Canada 0.09% Add +5.6% 1,115,656 $548.0M
Capital International Investors 0.11% Add +35.5% 1,110,750 $545.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.63% Add +8.5% 1,072,144 $526.5M
SG Americas Securities, LLC 0.30% Add +452.6% 1,070,222 $525.6M
Dimensional Fund Advisors LP 0.09% Add +3.0% 1,066,668 $523.8M
Capital World Investors 0.06% Add +3.0% 1,052,828 $517.0M
AQR Capital Management 0.18% Add +142.3% 1,056,139 $514.5M
Swedbank AB 0.41% Reduce -5.6% 967,025 $475.0M
Ninety One UK Ltd 1.01% Add +12.4% 923,044 $453.4M
Deutsche Bank AG 0.13% Reduce -5.1% 897,106 $440.6M
Wells Fargo & Company 0.07% Add +17.2% 840,041 $412.6M
Principal Financial Group Inc. 0.20% Reduce -13.0% 820,141 $402.8M
Winslow Capital Management, LLC 1.35% Add +1.1% 800,850 $393.3M
Schroder Investment Management Group 0.28% Add +1.5% 795,789 $390.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.38% Reduce -10.5% 764,932 $375.7M
Man Group plc 0.64% Add +86.4% 703,658 $345.6M
HSBC Holdings PLC 0.17% Add +7.0% 698,906 $343.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Reduce -77.0% 648,404 $318.5M
Balyasny Asset Management L.P. 0.59% Add +87.3% 635,750 $312.3M
Swiss National Bank 0.16% Reduce -4.1% 624,303 $306.6M
Citadel Advisors 0.18% Add +44.1% 623,960 $306.5M
Loomis Sayles & Co. L P 0.37% Add +16.6% 591,726 $290.6M
Lazard Asset Management LLC 0.41% Reduce -14.8% 551,827 $271.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.15% Add +7.9% 550,997 $270.6M
National Pension Service 0.17% Add +2.5% 532,856 $261.7M
TD Asset Management Inc 0.22% Reduce -9.5% 505,476 $248.3M
Sumitomo Mitsui Trust Group, Inc. 0.14% Reduce -0.1% 505,034 $248.1M
Jane Street Group, LLC 0.15% Add +268.8% 478,348 $234.9M
Vanguard Global Advisers, LLC 0.11% Reduce -1.5% 476,816 $234.2M
California Public Employees Retirement System 0.13% Reduce -30.9% 474,371 $233.0M
Qube Research & Technologies Ltd 0.25% Add +83.5% 458,012 $225.0M
First Trust Advisors LP 0.13% Reduce -15.8% 447,791 $219.9M
Mariner, LLC 0.23% Add +7.9% 446,447 $219.2M
VANGUARD ASSET MANAGEMENT, Ltd 0.14% Add +12.8% 433,953 $213.1M
Rhumbline Advisers 0.16% Reduce -2.6% 428,222 $210.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.16% Reduce -12.4% 422,951 $207.7M
Eventide Asset Management, LLC 2.72% Add +2.1% 415,039 $203.5M
Truist Financial Corp. 0.24% Add +1.5% 400,918 $196.9M
Bank Julius Baer & Co. Ltd, Zurich 0.50% Reduce -3.0% 390,646 $191.6M
Barclays PLC 0.06% Reduce -29.4% 379,810 $186.5M
Two Sigma Investments, LP 0.14% Add +425.1% 374,581 $184.0M
Saturna Capital Corp. 2.23% Add +0.1% 402,085 $183.1M
Federated Hermes, Inc. 0.26% Reduce -14.4% 371,540 $182.5M
BNP Paribas Financial Markets 0.10% Add +25.2% 370,738 $182.1M
Aberdeen Group plc 0.25% Reduce -13.3% 362,954 $178.3M
American Century Companies Inc. 0.08% Add +4.5% 355,861 $174.8M
Caisse de depot et placement du Quebec 0.25% Add +1663.4% 353,078 $173.4M
DekaBank Deutsche Girozentrale 0.29% No change 419,951 $171.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.32% Add +18.1% 341,282 $167.6M
Voloridge Investment Management, LLC 0.71% Add +196.0% 340,874 $167.4M
Robeco Institutional Asset Management B.V. 0.20% Reduce -30.7% 331,158 $162.7M
Sei Investments Co. 0.14% Reduce -7.5% 330,601 $162.4M
Canada Pension Plan Investment Board 0.09% Add +12.1% 330,127 $162.1M
California State Teachers Retirement System 0.15% Reduce -3.1% 329,856 $162.0M
Fenimore Asset Management Inc 3.31% Reduce -7.3% 325,912 $160.1M
Neuberger Berman Group LLC 0.11% Add +13.7% 325,166 $159.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.25% Reduce -11.3% 323,724 $158.7M
Russell Investments Group, Ltd. 0.14% Add +0.2% 317,529 $155.8M
Bank of Montreal 0.06% Add +17.9% 314,602 $154.5M
Caisse Des Depots Et Consignations 2.57% Reduce -0.3% 309,792 $152.2M
OMERS ADMINISTRATION Corp 0.90% Add +1998.9% 306,874 $150.7M
Abn Amro Investment Solutions 1.30% Add +78.1% 305,286 $149.9M
Natixis Advisors, LLC 0.17% Add +1.4% 301,802 $148.2M
ABN AMRO Bank N.V. 1.86% Reduce -41.5% 294,162 $144.4M
Envestnet Asset Management Inc. 0.03% Add +9.1% 289,140 $142.0M
New York State Common Retirement Fund 0.17% Reduce -5.4% 282,026 $138.5M
PNC Financial Services Group, Inc. 0.06% Reduce -0.3% 263,255 $129.3M
Bank of Nova Scotia 0.20% Add +50.5% 259,342 $127.4M
Adage Capital Partners Gp, L.L.C. 0.18% Add +7.2% 257,612 $126.5M
Aviva PLC 0.19% Add +0.9% 256,440 $126.0M
Mackenzie Financial Corp. 0.12% Reduce -25.4% 249,798 $122.7M
Citigroup Inc. 0.06% Add +30.8% 247,757 $121.7M
Victory Capital Management Inc. 0.07% Add +3.5% 239,982 $117.9M
Acadian Asset Management LLC 0.14% Reduce -10.7% 239,332 $117.5M
LPL Financial LLC 0.03% Add +6.0% 235,316 $115.6M
Junto Capital Management LP 2.11% New 231,691 $113.8M
Alecta Tjanstepension Omsesidigt 0.47% No change 229,400 $112.6M
ING Groep NV 0.54% Add +46.9% 224,264 $110.1M
National Bank of Canada 0.09% Reduce -6.0% 212,547 $104.4M
Manufacturers Life Insurance Company, The 0.08% Reduce -15.7% 212,248 $104.2M
DAVENPORT & Co LLC 0.53% Reduce -1.1% 211,714 $103.5M
Danske Bank A/S 0.20% Reduce -3.3% 207,737 $102.0M
Marshall Wace, LLP 0.09% Add +330.9% 207,380 $101.9M
Aristotle Capital Management, LLC 0.21% Reduce -15.9% 206,555 $101.5M
Corient Private Wealth LP 0.14% Reduce -42.3% 202,895 $99.7M
Meyer Handelman Co. 2.82% Reduce -3.0% 202,817 $99.6M
Impax Asset Management Group plc 0.65% Reduce -11.7% 202,048 $99.2M
Credit Agricole S A 0.25% Add +12.3% 201,563 $99.0M
NZS Capital, LLC 2.54% Add +0.9% 199,063 $97.8M
Vontobel Holding Ltd. 0.32% Reduce -8.3% 197,299 $96.9M
Arrowstreet Capital, Limited Partnership 0.04% Reduce -73.5% 196,490 $96.5M
Jones Financial Companies LLLP 0.04% Add +1.0% 194,930 $93.2M
State Board of Administration of Florida Retirement System 0.15% Reduce -3.8% 186,649 $91.7M
Advisors Capital Management, LLC 0.97% Add +0.1% 182,833 $89.8M
Allianz Asset Management GmbH 0.08% Reduce -1.7% 180,390 $88.6M
Robeco Schweiz AG 1.39% Add +1.0% 175,904 $86.4M
Worldquant Millennium Advisors LLC 0.30% Add +118.8% 175,298 $86.1M
AMF Tjanstepension AB 0.51% No change 174,917 $85.9M
New York State Teachers Retirement System 0.15% Reduce -2.1% 162,886 $80.0M
SEB Asset Management AB 0.30% Add +43.0% 162,004 $79.6M
FIL Ltd 0.06% Reduce -5.2% 161,411 $79.3M
APG Asset Management N.V. 0.19% Add +29.8% 178,884 $76.8M
STRS Ohio 0.28% Add +58.4% 152,538 $74.9M
Commerce Bank 0.33% Reduce -2.6% 150,857 $74.1M
Achmea Investment Management B.V. 1.84% Reduce -25.8% 149,877 $73.6M
Korea Investment CORP 0.14% Reduce -6.1% 149,087 $73.2M
Employees Retirement System of Texas 0.68% Reduce -3.3% 148,289 $72.8M
Public Sector Pension Investment Board 0.18% Add +19.3% 141,538 $69.5M
Nomura Asset Management Co. Ltd. 0.15% Add +83.6% 140,728 $69.1M
Panagora Asset Management Inc. 0.21% Add +24.5% 139,033 $68.3M
Los Angeles Capital Management LLC 0.24% Reduce -76.2% 134,470 $66.0M
HighTower Advisors, LLC 0.06% Reduce -0.9% 133,411 $65.5M
TD Waterhouse Canada Inc. 0.17% Reduce -4.0% 133,743 $64.9M
Fosse Capital Partners LLP 35.56% Reduce -12.1% 131,737 $64.7M
TCW Group Inc. 0.43% Add +0.1% 131,559 $64.6M
Susquehanna Fundamental Investments, LLC 1.21% Add +63.0% 130,763 $64.2M
Healthcare of Ontario Pension Plan Trust Fund 0.09% Add +840.4% 130,720 $64.2M
Bristol Gate Capital Partners Inc. 4.43% Reduce -32.1% 129,674 $63.7M
Storebrand Asset Management As 0.16% Add +3.5% 128,216 $63.0M
Mitsubishi UFJ Trust & Banking Corp 0.14% Reduce -6.9% 127,938 $62.8M
Teacher Retirement System of Texas 0.16% Add +41.0% 124,700 $61.2M
Eurizon Capital SGR S.p.A. 0.16% Add +8.5% 124,083 $60.8M
Quantinno Capital Management LP 0.07% Add +27.9% 121,677 $59.8M
State of Wisconsin Investment Board 0.12% Reduce -5.9% 118,122 $58.0M
Handelsbanken Fonder AB 0.16% Reduce -11.7% 115,268 $56.6M
Royal London Asset Management Ltd. 0.10% Reduce -1.4% 114,840 $56.4M
Vanguard Investments Australia, Ltd. 0.14% Add +2.2% 112,867 $55.4M
Flossbach Von Storch SE 0.25% Add +66.6% 111,490 $54.8M
Asset Management One Co., Ltd. 0.14% Add +2.3% 109,680 $53.9M
Moran Wealth Management, LLC 1.47% Reduce -5.1% 109,513 $53.8M
KLP Kapitalforvaltning As 0.17% Add +7.7% 109,243 $53.7M
Voya Investment Management LLC 0.05% Add +19.8% 107,615 $52.9M
Chevy Chase Trust Holdings, LLC 0.14% Reduce -2.1% 106,777 $52.4M
Commonwealth Equity Services, LLC 0.07% Add +1.5% 106,375 $52.2M
Creative Planning 0.03% Add +7.4% 105,874 $52.0M
Brown Advisory Inc. 0.08% Reduce -49.0% 104,464 $51.3M
Aristotle Atlantic Partners, LLC 2.12% Add +3.1% 104,149 $51.2M
Railway Pension Investments Ltd 0.64% Add +131.1% 104,000 $51.1M
ASR Vermogensbeheer N.V. 0.52% Reduce -15.3% 102,631 $50.4M
Allspring Global Investments Holdings, LLC 0.08% Add +18.1% 103,986 $50.4M
Migdal Insurance & Financial Holdings Ltd. 0.32% Add +104.0% 102,000 $50.1M
Treasurer of the State of North Carolina 0.13% Add +6.2% 101,315 $49.8M
Tudor Investment Corporation 0.20% Reduce -1.1% 100,044 $49.1M
Aware Super Pty Ltd as trustee of Aware Super 0.69% Reduce -2.7% 99,885 $49.1M
Daiwa Securities Group Inc. 0.11% Add +11.1% 98,364 $48.3M
Schonfeld Strategic Advisors LLC 0.25% Add +261.3% 96,200 $47.2M
Jefferies Financial Group Inc. 0.44% Add +449.6% 94,695 $46.5M
Steward Partners Investment Advisory, LLC 0.24% Add +6.2% 94,337 $46.3M
KCM Investment Advisors LLC 1.38% Reduce -0.5% 94,156 $46.2M
KBC Group NV 0.10% Reduce -37.9% 93,982 $46.2M
Janney Montgomery Scott LLC 0.09% Add +4.3% 93,577 $46.0M
Glenmede Trust Co. NA 0.20% Add +1.8% 93,351 $45.9M
M&T Bank Corp 0.13% Reduce -1.1% 92,694 $45.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.21% Reduce -8.5% 90,713 $44.6M
Cerity Partners LLC 0.05% Add +10.8% 90,239 $44.3M
Trillium Asset Management, LLC 1.36% Reduce -35.0% 90,197 $44.3M
State of Tennessee, Department of Treasury 0.13% Add +18.5% 89,646 $44.0M
Stifel Financial Corp. 0.04% Reduce -3.2% 87,521 $43.0M
Ensign Peak Advisors, Inc 0.07% Reduce -3.6% 87,220 $42.8M
Raiffeisen Bank International AG 0.50% Reduce -1.5% 88,961 $42.7M
CIBC Bancorp USA Inc. 0.05% Add +9.9% 86,678 $42.5M
Public Employees Retirement System of Ohio 0.12% Reduce -6.8% 86,254 $42.4M
Compagnie Lombard Odier SCmA 0.45% Reduce -5.6% 85,394 $41.9M
Trexquant Investment LP 0.26% New 84,927 $41.7M
PFA Pension, Forsikringsaktieselskab 0.10% Reduce -51.1% 84,224 $41.4M
Peapack Gladstone Financial Corp. 0.46% Add +4.6% 81,982 $40.3M
Tredje AP-fonden 0.18% Add +22.9% 81,557 $40.1M
Employees Provident Fund Board 0.23% Add +19.9% 80,565 $39.6M
Van Eck Associates Corp. 0.02% Add +22.9% 79,963 $39.3M
D. E. Shaw & Co. 0.03% Reduce -27.2% 79,801 $39.2M
Sandhill Capital Partners LLC 3.14% Reduce -8.6% 78,544 $38.6M
Gabelli Funds LLC 0.25% No change 77,816 $38.2M
Rathbones Group PLC 0.14% Add +7.6% 77,316 $38.0M
Mercer Global Advisors Inc. 0.05% Add +13.9% 76,839 $37.7M
Millennium Management 0.03% Reduce -67.0% 76,308 $37.5M
Ghisallo Capital Management LLC 0.90% Reduce -57.1% 75,000 $36.8M
Cetera Investment Advisers 0.03% Add +9.3% 74,971 $36.8M
Fullerton Fund Management Co Ltd. 2.34% Add +5117.4% 74,035 $36.4M
Macquarie Group Ltd. 0.16% Add +6.4% 73,966 $36.3M
Eagle Global Advisors LLC 1.20% Add +0.2% 73,845 $36.3M
Nisa Investment Advisors, LLC 0.11% Reduce -2.3% 73,825 $36.3M
Mirae Asset Global Investments Co., Ltd. 0.07% Add +9.2% 72,562 $35.6M
DNB Asset Management AS 0.10% Add +1.2% 72,141 $35.4M
Insigneo Advisory Services, LLC 1.31% Reduce -0.5% 71,256 $35.0M
State of New Jersey Common Pension Fund D 0.12% Reduce -6.6% 71,095 $34.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.23% Reduce -8.8% 69,143 $34.0M
Longaeva Partners L.P. 0.98% Add +489.8% 68,940 $33.9M
Woodline Partners LP 0.10% Reduce -11.6% 68,883 $33.8M
Lansforsakringar Fondforvaltning AB (publ) 0.15% Reduce -46.8% 68,807 $33.8M
Renaissance Group LLC 1.37% New 68,652 $33.7M
US Bancorp \de 0.04% Add +6.9% 67,686 $33.2M
Mn Services Vermogensbeheer B.V. 0.24% Reduce -25.5% 64,576 $31.7M
Xponance LLC 0.19% Reduce -0.6% 63,945 $31.4M
Bridges Investment Management Inc. 0.38% Add +60.4% 63,774 $31.3M
Provident Investment Management, Inc. 3.04% Reduce -4.6% 63,732 $31.3M
BLVD Private Wealth, LLC 22.99% Reduce -0.6% 62,987 $30.9M
Czech National Bank 0.17% Add +4.4% 62,921 $30.9M
LBP Am SA 0.31% Add +49.8% 62,478 $30.7M
CIBC Asset Management Inc 0.07% Add +11.8% 62,314 $30.6M
State of Michigan Retirement System 0.14% Reduce -0.6% 62,213 $30.6M
GDS Wealth Management 1.45% Add +5.5% 62,167 $30.5M
Arizona State Retirement System 0.15% Add +1.0% 61,415 $30.2M
Bailard, Inc. 0.60% Add +2.2% 60,055 $29.5M
Douglass Winthrop Advisors, LLC 0.50% Reduce -0.4% 59,555 $29.3M
MetLife Investment Management, LLC 0.13% Reduce -4.1% 59,250 $29.1M
Anchor Capital Advisors LLC 0.80% Reduce -3.9% 57,777 $28.4M
Kayne Anderson Rudnick Investment Management LLC 0.09% Reduce -6.0% 56,806 $27.9M
Northwest & Ethical Investments L.P. 0.64% Add +35.5% 56,128 $27.6M
NBT Bank, N.A. 1.82% Reduce -1.0% 56,001 $27.5M
IFM Investors Pty Ltd 0.17% Add +11.2% 53,772 $26.4M
First Nebraska Trust Co 2.13% Reduce -0.1% 53,549 $26.3M
Banque Transatlantique SA 0.56% Reduce -78.6% 53,848 $26.2M
Osaic Holdings, Inc. 0.03% Add +7.2% 52,360 $25.7M
Resona Asset Management Co.,Ltd. 0.12% Reduce -10.4% 52,059 $25.6M
Flputnam Investment Management Co. 0.30% Add +112.8% 51,595 $25.3M
J. Safra Sarasin Holding AG 0.36% Add +28.2% 87,546 $24.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.12% Reduce -5.3% 48,825 $24.0M
EULAV Asset Management 0.75% No change 48,000 $23.6M
Amalgamated Bank 0.16% Add +1.2% 47,633 $23.4M
Varma Mutual Pension Insurance Co 0.12% Add +2.4% 47,510 $23.3M
HRT Financial LP 0.04% Add +91.0% 47,008 $23.1M
Shelton Capital Management 0.43% Add +14.9% 46,954 $23.1M
Mediolanum International Funds Ltd 0.20% Add +6.2% 47,833 $23.0M
Retirement Systems of Alabama 0.07% Reduce -1.2% 46,438 $22.8M
Investment Management Corp of Ontario 0.28% Reduce -3.8% 44,683 $21.9M
NewEdge Advisors, LLC 0.07% Add +3.4% 44,647 $21.9M
Consilium Wealth Advisory, LLC 6.48% Reduce -0.2% 44,437 $21.8M
Pacer Advisors, Inc. 0.06% Add +2.2% 43,530 $21.4M
Jacobs Levy Equity Management, Inc. 0.08% Reduce -16.9% 43,486 $21.4M
USS Investment Management Ltd 0.08% Add +14.5% 43,214 $21.2M
Connor, Clark & Lunn Investment Management Ltd. 0.04% Add +79.6% 42,871 $21.1M
O'shaughnessy Asset Management, LLC 0.10% Reduce -11.5% 42,204 $20.7M
Wealth Enhancement Advisory Services, LLC 0.03% Add +12.2% 44,874 $20.7M
Vanguard Personalized Indexing Management, LLC 0.17% Add +0.3% 41,614 $20.4M
Pathstone Holdings, LLC 0.06% Add +0.3% 39,458 $19.4M
Renaissance Technologies 0.03% Reduce -80.3% 39,188 $19.2M
&partners 0.08% Add +33.3% 38,393 $18.9M
Dnca Finance 0.93% Add +5.5% 38,250 $18.8M
Parnassus Investments, LLC 0.05% Reduce -2.9% 38,220 $18.8M
Isthmus Partners, LLC 1.81% Reduce -2.5% 38,205 $18.8M
ProShare Advisors LLC 0.03% Add +3.1% 37,612 $18.5M
Great Lakes Retirement, Inc. 1.64% Reduce -0.3% 37,547 $18.4M
Birch Hill Investment Advisors LLC 0.75% No change 37,502 $18.4M
Ilmarinen Mutual Pension Insurance Co 0.12% No change 36,920 $18.1M
Bragg Financial Advisors, Inc 0.48% Add +3.3% 36,881 $18.1M
Walter Public Investments Inc. 4.25% Reduce -12.1% 35,978 $17.7M
Sienna Gestion 1.03% Reduce -4.3% 36,319 $17.6M
NEOS Investment Management LLC 0.06% Add +14.8% 35,682 $17.5M
Ieq Capital, LLC 0.08% Add +46.1% 35,537 $17.5M
Prudential Financial Inc. 0.02% Add +70.1% 35,535 $17.5M
Fulcrum Capital LLC 3.52% Reduce -4.2% 35,345 $17.4M
Vident Advisory, LLC 0.13% Add +4.2% 34,858 $17.1M
Captrust Financial Advisors 0.03% Add +66.5% 34,759 $17.1M
Utah Retirement Systems 0.16% Reduce -7.5% 33,543 $16.5M
Generali Asset Management SPA SGR 0.30% Add +16.1% 33,270 $16.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.10% Add +8.6% 33,180 $16.3M
QRG Capital Management, Inc. 0.13% Reduce -42.2% 33,070 $16.2M
Police & Firemen's Retirement System of New Jersey 0.12% Reduce -3.6% 33,069 $16.2M
Keybank National Association 0.05% Reduce -0.5% 32,978 $16.2M
GMO 0.04% Add +71.1% 32,735 $16.1M
Lido Advisors, LLC 0.06% Add +6.2% 32,621 $16.0M
Susquehanna International Group, LLP 0.01% Reduce -61.9% 32,510 $16.0M
Drystone LLC 13.10% Reduce -5.1% 32,433 $15.9M
Tidal Investments LLC 0.04% Add +15.3% 32,105 $15.8M
Guinness Asset Management LTD 0.27% Reduce -2.5% 32,004 $15.7M
Sone Capital Management, LLC 1.20% Reduce -40.7% 31,982 $15.7M
Thrivent Financial for Lutherans 0.03% Reduce -12.1% 31,509 $15.5M
11 Capital Partners LP 4.39% Reduce -22.9% 30,553 $15.0M
Gotham Asset Management 0.03% Reduce -13.6% 30,542 $15.0M
Cullen/Frost Bankers, Inc. 0.15% Add +2.0% 30,364 $14.9M
Ethic Inc. 0.18% Add +13.5% 29,866 $14.7M
Sanctuary Advisors, LLC 0.07% Add +1.0% 29,370 $14.4M
Renaissance Investment Group LLC 2.83% Reduce -0.3% 29,345 $14.4M
Wealthfront Advisers LLC 0.03% Add +0.1% 29,241 $14.4M
Elo Mutual Pension Insurance Co 0.18% Add +16.9% 28,854 $14.2M
Edmond DE Rothschild Holding S.A. 0.19% Add +24.2% 28,834 $14.2M
Ninety One North America, Inc. 0.65% Add +95.9% 28,417 $14.0M
Vancity Investment Management Ltd 2.09% Reduce -6.3% 28,381 $13.9M
World Investment Advisors 0.23% Reduce -0.0% 32,754 $13.7M
Focus Partners Wealth 0.01% Add +32.3% 27,426 $13.5M
Illinois Municipal Retirement Fund 0.15% Add +15.1% 27,377 $13.4M
Mutual of America Capital Management LLC 0.13% Add +4.0% 27,309 $13.4M
OpenArc Corporate Advisory, LLC 0.16% Add +5.5% 27,245 $13.4M
Oregon Public Employees Retirement Fund 0.14% Add +7.3% 27,171 $13.3M
MML Investors Services, LLC 0.03% Add +3.1% 26,756 $13.1M
First American Bank 0.73% Reduce -0.7% 26,530 $13.0M
Nemes Rush Group LLC 1.07% Add +2.2% 26,424 $13.0M
Crestwood Advisors Group, LLC 0.19% Reduce -1.8% 26,111 $12.8M
Atria Investments, Inc 0.13% Reduce -14.8% 25,900 $12.7M
Rockefeller Capital Management L.P. 0.02% Add +11.2% 25,896 $12.7M
Kestra Advisory Services, LLC 0.04% Reduce -4.4% 25,761 $12.7M
Foresight Group Ltd Liability Partnership 2.28% Reduce -9.3% 25,643 $12.6M
Empowered Funds, LLC 0.07% Add +39.6% 25,689 $12.6M
Cibc World Market Inc. 0.02% Add +367.5% 25,024 $12.3M
Vinva Investment Management Ltd 0.08% Add +82.7% 25,276 $12.1M
Lowe Brockenbrough & Co. Inc. 0.54% Reduce -0.7% 24,683 $12.1M
Entropy Technologies, LP 0.48% Reduce -41.8% 24,561 $12.1M
Turtle Creek Wealth Advisors, LLC 0.62% Add +2.9% 23,931 $11.8M
Colonial Trust Advisors 0.82% Reduce -1.1% 23,914 $11.7M
Prudential PLC 0.08% Reduce -7.0% 23,442 $11.5M
Blair William & Co. 0.03% Add +5.1% 22,986 $11.3M
Mattern Capital Management, LLC 1.30% Reduce -4.0% 22,695 $11.1M
Greenwich Wealth Management LLC 0.41% Reduce -0.3% 22,628 $11.1M
Yousif Capital Management, LLC 0.12% Reduce -6.9% 21,839 $10.7M
Avanza Fonder AB 0.23% Add +1.7% 21,813 $10.7M
Alberta Investment Management Corp 0.07% New 21,700 $10.7M
State of Alaska, Department of Revenue 0.11% Reduce -3.5% 21,660 $10.6M
Martin & Co. Inc. 1.64% Reduce -0.4% 21,398 $10.5M
Rafferty Asset Management, LLC 0.02% Add +48.3% 21,379 $10.5M
Roberts Wealth Advisors, LLC 2.34% Reduce -3.6% 21,004 $10.3M
Allstate Corp. 0.10% Reduce -5.3% 20,873 $10.3M
Guggenheim Capital LLC 0.07% Add +150.2% 20,565 $10.1M
Daiichi Life Insurance Co., Ltd. 0.24% Add +17.4% 20,546 $10.1M
Palmer Knight Co 3.87% Reduce -2.4% 20,446 $10.0M
Van Hulzen Asset Management, LLC 0.71% Add +0.2% 20,361 $10.0M
Firetrail Investments PTY Ltd. 2.76% Reduce -2.4% 20,088 $9.8M
Voleon Capital Management LP 0.18% Add +184.9% 19,948 $9.8M
Kepler Cheuvreux (Suisse) SA 0.56% Reduce -70.1% 19,881 $9.8M
Brentview Investment Management LLC 3.83% Add +2.2% 19,704 $9.7M
Nomura Holdings Inc. 0.04% Add +134.7% 19,572 $9.6M
Marietta Investment Partners LLC 1.63% Add +0.0% 19,266 $9.5M
DE Burlo Group Inc. 1.73% No change 19,250 $9.5M
Walleye Capital LLC 0.05% Add +54.3% 19,205 $9.4M
Federation des caisses Desjardins du Quebec 0.03% Add +19.3% 19,192 $9.4M
Texas Capital Bank Wealth Management Services Inc 0.50% Add +6.6% 19,180 $9.4M
Atlantic Union Bankshares Corp 0.16% Add +1.9% 19,060 $9.4M
Jump Financial, LLC 0.09% Reduce -55.2% 18,842 $9.3M
Progressive Investment Management Corp 2.03% Reduce -1.3% 18,817 $9.2M
Boston Common Asset Management, LLC 0.55% Reduce -3.6% 18,765 $9.2M
Regions Financial Corp. 0.05% Reduce -5.0% 18,428 $9.1M
BLI - Banque de Luxembourg Investments 0.32% Add +50.0% 18,600 $9.0M
Fruth Investment Management 2.09% Reduce -2.2% 17,910 $8.8M
RiverFront Investment Group, LLC 0.12% Add +4.9% 17,748 $8.7M
Strategic Planning Group, LLC 0.95% Add +3.7% 17,740 $8.7M
Mill Capital Management, LLC 0.58% No change 17,629 $8.7M
Teachers Retirement System of the State of Kentucky 0.06% No change 17,619 $8.7M
NatWest Group plc 1.54% Add +9.3% 17,523 $8.6M
Mizuho Securities USA LLC 0.14% Add +29.3% 17,306 $8.5M
Assetmark, Inc. 0.01% Add +1.3% 17,218 $8.5M
City Holding Co. 0.96% Add +0.4% 17,215 $8.5M
ExodusPoint Capital Management, LP 0.08% Reduce -16.7% 17,190 $8.4M
Cullen Investment Group, LTD. 1.01% Reduce -5.0% 16,986 $8.3M
HORAN Wealth, LLC 1.04% Reduce -0.9% 16,910 $8.3M
Gulf International Bank (UK) Ltd 0.16% Reduce -1.8% 16,857 $8.3M
Cary Street Partners Financial LLC 0.18% Reduce -1.7% 16,834 $8.3M
Mirova 0.30% Add +41.3% 16,508 $8.1M
King Wealth Management Group 0.89% Add +4.8% 16,508 $8.1M
Kintegral Advisory, LLC 0.66% No change 16,496 $8.1M
Capital International Sarl 0.11% Add +8.9% 16,408 $8.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +11.9% 16,383 $8.0M
Salem Investment Counselors Inc. 0.20% No change 16,178 $7.9M
Saranac Partners Ltd 2.54% Add +23.6% 16,138 $7.9M
Praxis Investment Management Inc. 0.42% No change 16,060 $7.9M
Crossmark Global Holdings, Inc. 0.10% Add +3.9% 16,016 $7.9M
GAMCO Investors 0.07% Reduce -5.8% 15,991 $7.9M
Westfield Capital Management Co. LP 0.03% Reduce -0.1% 15,820 $7.8M
Saudi Central Bank 0.10% Add +89.3% 15,493 $7.6M
MAI Capital Management 0.03% Add +20.1% 15,469 $7.6M
Andra AP-fonden 0.09% Reduce -49.4% 15,180 $7.5M
Wesbanco Bank Inc. 0.19% Reduce -0.0% 15,155 $7.4M
Condor Capital Management 0.56% Reduce -0.9% 15,137 $7.4M
Hennion & Walsh Asset Management, Inc. 0.21% Reduce -16.8% 15,060 $7.4M
Cambridge Investment Research Advisors, Inc. 0.02% Add +1.0% 15,039 $7.4M
Capstone Investment Advisors, LLC 0.07% Add +723.4% 14,994 $7.4M
Van Lanschot Kempen Investment Management N.V. 0.06% Reduce -1.8% 14,901 $7.3M
Cyndeo Wealth Partners, LLC 0.34% Reduce -8.3% 14,743 $7.2M
Integrated Wealth Concepts LLC 0.05% Add +129.2% 14,710 $7.2M
Laird Norton Wetherby Trust Company, LLC 0.14% Add +4.8% 14,703 $7.2M
CENTRAL TRUST Co 0.13% Reduce -0.1% 14,319 $7.0M
Orion Porfolio Solutions, LLC 0.05% Add +9.8% 14,314 $7.0M
Kentucky Retirement Systems 0.17% New 14,074 $6.9M
Old National Bancorp 0.14% Reduce -31.8% 14,062 $6.9M
Banque Cantonale Vaudoise 0.29% Add +2.0% 14,008 $6.9M
River Wealth Advisors LLC 0.72% Reduce -1.7% 14,007 $6.9M
Park Avenue Securities LLC 0.04% Reduce -12.8% 13,914 $6.8M
Concurrent Investment Advisors, LLC 0.06% Reduce -3.0% 13,875 $6.8M
Arax Advisory Partners 0.04% Add +181.3% 13,698 $6.7M
Savant Capital, LLC 0.02% Add +96.7% 14,603 $6.7M
Gerber Kawasaki Wealth & Investment Management 0.17% Add +12.9% 13,339 $6.6M
Mission Wealth Management, LP 0.08% Add +674.7% 13,124 $6.4M
Norinchukin Bank, The 0.06% Reduce -4.9% 13,067 $6.4M
Assenagon Asset Management S.A. 0.01% Reduce -44.0% 12,939 $6.4M
Aventail Capital Group, LP 0.36% Reduce -17.2% 12,818 $6.3M
Fifth Third Bancorp 0.01% Add +14.2% 12,753 $6.3M
Financiere des Professionnels - Fonds d'investissement inc. 0.35% Reduce -3.7% 12,722 $6.2M
Pinnacle Financial Partners, Inc. 0.04% Reduce -5.5% 12,716 $6.2M
TKG Advisors, LLC 2.16% Reduce -0.1% 12,656 $6.2M
Breakwater Capital Group 0.75% Add +0.0% 12,643 $6.2M
Rossmore Private Capital 0.50% No change 12,608 $6.2M
Phoenix Financial Ltd. 0.04% Reduce -79.3% 12,569 $6.2M
Benjamin Edwards Inc. 0.06% Add +0.3% 12,551 $6.2M
Ashton Thomas Private Wealth, LLC 0.13% Add +2.6% 12,539 $6.2M
Capital International, Inc. 0.04% Add +0.8% 12,330 $6.1M
Lighthouse Investment Partners, LLC 0.19% New 12,267 $6.0M
Mgo One Seven LLC 0.10% Add +1.6% 12,251 $6.0M
Hartford Investment Management Co. 0.17% Reduce -3.1% 12,232 $6.0M
Forum Finance Group S.A. 2.14% No change 15,000 $6.0M
Colonial Trust Co / SC 0.75% Reduce -4.7% 12,046 $5.9M
Letson Investment Management, Inc. 2.17% Reduce -1.8% 12,024 $5.9M
Pinnacle Associates Ltd. 0.06% Reduce -0.8% 11,912 $5.9M
Maryland State Retirement & Pension System 0.10% Add +6.7% 11,866 $5.8M
Great Lakes Advisors, LLC 0.04% Add +0.1% 11,864 $5.8M
Resources Management Corp. /CT/ 0.73% Reduce -2.0% 11,753 $5.8M
Apollon Wealth Management, LLC 0.07% Add +10.7% 11,727 $5.8M
MASTERINVEST Kapitalanlage GmbH 0.49% Add +17.0% 11,690 $5.7M
Ascent Group, LLC 0.17% Reduce -0.5% 11,587 $5.7M
Parsons Capital Management Inc. 0.26% Add +6.8% 11,576 $5.7M
Curi Capital, LLC 0.09% Reduce -0.5% 11,474 $5.6M
Park National Corp. 0.16% Reduce -3.4% 11,424 $5.6M
Meeder Asset Management Inc. 0.29% Add +0.2% 11,378 $5.6M
Baird Financial Group, Inc. 0.01% Add +7.6% 11,368 $5.6M
Louisiana State Employees Retirement System 0.08% No change 11,300 $5.6M
Horizon Investments, LLC 0.06% Reduce -61.7% 11,293 $5.5M
Shelter Rock Management, LLC 5.37% Reduce -13.9% 11,265 $5.5M
Weatherly Asset Management L. P. 0.39% Reduce -5.1% 11,154 $5.5M
Wakefield Asset Management LLLP 1.22% Reduce -0.4% 11,065 $5.4M
New Mexico Educational Retirement Board 0.14% Add +8.9% 11,048 $5.4M
Viking Fund Management LLC 0.48% No change 11,000 $5.4M
WealthShield Partners, LLC 0.83% Reduce -2.4% 10,983 $5.4M
HB Wealth Management, LLC 0.03% Add +11.7% 10,976 $5.4M
Aptus Capital Advisors, LLC 0.04% Add +2.1% 10,891 $5.3M
Bank Ozk 1.58% Add +9.6% 10,844 $5.3M
Harrell Investment Partners, LLC 1.14% Reduce -1.2% 10,740 $5.3M
Signaturefd, LLC 0.07% Add +0.0% 10,666 $5.2M
Farther Finance Advisors, LLC 0.04% Add +30.2% 10,610 $5.2M
Squarepoint Ops LLC 0.01% Reduce -93.6% 10,498 $5.2M
Capital Fund Management S.A. 0.04% Reduce -82.5% 10,454 $5.1M
Siemens Fonds Invest GmbH 0.25% Add +0.6% 10,436 $5.1M
HM Payson & Co. 0.07% Add +13.7% 10,368 $5.1M
Choreo, LLC 0.06% Reduce -7.7% 10,239 $5.0M
Boston Family Office LLC 0.30% Reduce -0.2% 10,197 $5.0M
AMJ Financial Wealth Management 1.18% No change 11,995 $5.0M
Fiduciary Trust Co 0.05% Reduce -9.9% 10,151 $5.0M
Kingswood Wealth Advisors, LLC 0.20% Reduce -0.1% 10,023 $4.9M
SMA Capital LLC 2.06% New 10,000 $4.9M
Beese Fulmer Investment Management, Inc. 0.28% Add +3.1% 9,968 $4.9M
Argos Wealth Advisors, LLC 1.30% Add +0.1% 9,961 $4.9M
Greenwood Capital Associates LLC 0.47% Reduce -1.1% 9,853 $4.8M
Suncoast Equity Management 0.61% Reduce -11.4% 9,838 $4.8M
AMG National Trust Bank 0.10% Reduce -3.9% 9,804 $4.8M
Fuller & Thaler Asset Management, Inc. 0.01% Reduce -0.1% 9,774 $4.8M
SCS Capital Management LLC 0.04% Reduce -2.0% 9,671 $4.8M
Canandaigua National Bank & Trust Co. 0.40% — 9,621 $4.7M
Vestcor Inc 0.12% No change 9,610 $4.7M
Summit Financial, LLC 0.05% Add +9.9% 9,602 $4.7M
Meeder Advisory Services, Inc. 0.17% Add +1.7% 9,553 $4.7M
Sequoia Financial Advisors, LLC 0.02% Add +24.2% 9,530 $4.7M
Lombard Odier Asset Management (Switzerland) SA 0.15% Add +1.7% 9,504 $4.7M
Vise Technologies, Inc. 0.05% Add +97.3% 9,441 $4.6M
Stokes Capital Advisors, LLC 0.99% Reduce -4.3% 9,405 $4.6M
Spire Wealth Management 0.14% Reduce -9.1% 9,340 $4.6M
BW Gestao de Investimentos Ltda. 0.11% New 9,337 $4.6M
Oppenheimer & Co. Inc. 0.05% Add +24.5% 9,322 $4.6M
UMB Bank, n.a. 0.06% Reduce -2.6% 9,082 $4.5M
Capital International Ltd. 0.14% No change 8,963 $4.4M
Clear Harbor Asset Management, LLC 0.28% Add +0.5% 8,956 $4.4M
Metis Global Partners, LLC 0.10% Reduce -2.1% 8,887 $4.4M
Plato Investment Management Ltd 0.25% Reduce -3.7% 8,869 $4.3M
United Capital Financial Advisors, LLC 0.02% Add +2.0% 8,805 $4.3M
Private Advisor Group, LLC 0.02% Reduce -42.3% 8,791 $4.3M
Bradley Foster & Sargent Inc. 0.06% Reduce -0.9% 8,756 $4.3M
Beacon Pointe Advisors, LLC 0.02% Reduce -6.4% 8,737 $4.3M
Meridian Wealth Advisors, LLC 0.48% Add +0.1% 8,690 $4.3M
Knollwood Investment Advisory, LLC 0.38% No change 8,690 $4.3M
Brighton Jones LLC 0.08% Add +6.8% 8,687 $4.3M
Hardy Reed LLC 0.27% Reduce -0.1% 8,675 $4.3M
MUFG Securities EMEA plc 0.04% Reduce -4.7% 8,652 $4.2M
Fifth Third Wealth Advisors LLC 0.12% Add +1.4% 8,609 $4.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.03% No change 8,600 $4.2M
Bessemer Group Inc. 0.01% Add +2.5% 8,480 $4.2M
Lynch Asset Management, Inc. 1.13% No change 8,400 $4.1M
Argonautica Private Wealth Management, Inc. 1.01% Reduce -1.0% 8,394 $4.1M
CSM Advisors, LLC 0.09% Add +0.1% 8,355 $4.1M
Mesirow Financial Investment Management, Inc. 0.06% Add +4.6% 8,320 $4.1M
Merit Financial Group, LLC 0.03% Add +20.7% 8,300 $4.1M
Silvant Capital Management LLC 0.12% Reduce -63.9% 8,265 $4.1M
Alps Advisors Inc. 0.02% Add +10.1% 8,167 $4.0M
Tokio Marine Asset Management Co. Ltd. 0.12% Add +5.2% 8,096 $4.0M
Groupama Asset Managment 0.05% Add +2.0% 8,188 $4.0M
Leavell Investment Management, Inc. 0.14% Reduce -4.0% 8,078 $4.0M
RKL Wealth Management LLC 0.32% Reduce -0.4% 8,068 $4.0M
Summit Trail Advisors, LLC 0.05% Add +2.0% 8,010 $3.9M
TTP Investments, Inc. 1.59% New 8,002 $3.9M
Independent Advisor Alliance 0.09% Add +6.6% 7,957 $3.9M
Monument Capital Management 0.78% Reduce -0.6% 7,926 $3.9M
GAMMA Investing LLC 0.14% Add +9.6% 7,925 $3.9M
Foundations Investment Advisors, LLC 0.04% Add +41.7% 7,922 $3.9M
Sumitomo Life Insurance Co. 0.06% Reduce -21.0% 7,909 $3.9M
Y-Intercept (Hong Kong) Ltd 0.08% Reduce -54.5% 7,893 $3.9M
Alpine Woods Capital Investors, LLC 0.87% Reduce -5.4% 7,845 $3.9M
Quadrant Capital Group LLC 0.11% Add +0.9% 7,824 $3.8M
Waverly Advisors, LLC 0.02% Add +3.7% 7,807 $3.8M
D.A. Davidson & Co. 0.02% Add +0.3% 7,753 $3.8M
Kestra Private Wealth Services, LLC 0.04% Reduce -6.8% 7,713 $3.8M
Aigen Investment Management, LP 1.03% Add +553.8% 7,669 $3.8M
J.W. Cole Advisors, Inc. 0.06% Add +0.8% 7,621 $3.7M
Argus Investors' Counsel, Inc. 2.88% Reduce -2.5% 7,618 $3.7M
Huntleigh Advisors, Inc. 0.52% Add +9.2% 7,570 $3.7M
Lebenthal Global Advisors, LLC 0.50% Add +6.6% 7,563 $3.7M
Brown Brothers Harriman & Co. 0.02% Add +25.6% 7,498 $3.7M
Scotia Capital Inc. 0.01% Reduce -1.7% 7,468 $3.7M
Groupe la Francaise 0.05% Reduce -4.3% 7,800 $3.7M
Intech Investment Management LLC 0.03% No change 7,439 $3.7M
Figure 8 Investment Strategies LLC 3.07% Add +0.2% 7,401 $3.6M
RFG - Bristol Wealth Advisors, LLC 0.86% Reduce -0.7% 7,282 $3.6M
Ostrum Asset Management 0.17% Reduce -2.2% 7,274 $3.6M
Exchange Traded Concepts, LLC 0.02% Reduce -34.7% 7,253 $3.6M
Clifford Swan Investment Counsel LLC 0.11% Reduce -1.1% 7,188 $3.5M
Sagespring Wealth Partners, LLC 0.05% Reduce -4.0% 7,174 $3.5M
GC Wealth Management RIA, LLC 0.20% Add +1.8% 7,111 $3.5M
PFG Advisors 0.17% Add +1.4% 7,050 $3.5M
Greenleaf Trust 0.03% Add +10.4% 7,027 $3.5M
Camarda Financial Advisors, LLC 1.04% New 7,011 $3.4M
Trivium Point Advisory, LLC 0.31% Add +8.5% 7,000 $3.4M
Ballentine Partners, LLC 0.04% Add +19.3% 6,968 $3.4M
Caprock Group, LLC 0.07% Reduce -6.4% 6,911 $3.4M
Texas Yale Capital Corp. 0.07% Add +0.5% 6,870 $3.4M
Caldwell Trust Co 0.27% Add +7.6% 6,747 $3.3M
Valley National Advisers Inc. 0.37% Reduce -0.6% 6,739 $3.3M
Montecito Bank & Trust 0.49% Reduce -1.1% 6,718 $3.3M
Osmosis Investment Management UK Ltd 0.15% Reduce -49.7% 6,672 $3.3M
Mufg Securities Americas Inc. 0.17% Add +8.7% 6,658 $3.3M
Diversified Trust Co. 0.05% Add +5.0% 6,641 $3.3M
North Dakota State Investment Board 0.13% Add +2.6% 6,629 $3.3M
Tulsa Wealth Advisors, INC 0.46% Reduce -5.7% 6,626 $3.3M
Coldstream Capital Management Inc. 0.04% Add +0.8% 6,626 $3.3M
Envestnet Portfolio Solutions, Inc. 0.02% Add +21.5% 6,545 $3.2M
Wilmington Savings Fund Society, FSB 0.07% Reduce -0.2% 6,497 $3.2M
Financial Engines Advisors L.L.C. 0.01% Reduce -1.0% 6,476 $3.2M
MCF Advisors LLC 0.11% Add +1175.7% 6,455 $3.2M
Comprehensive Financial Consultants Institutional, Inc. 0.83% Add +0.8% 6,380 $3.1M
Cambria Investment Management, L.P. 0.15% Add +47.5% 6,344 $3.1M
Nilsine Partners, LLC 0.22% Add +0.4% 6,325 $3.1M
Allworth Financial LP 0.01% Reduce -68.2% 6,309 $3.1M
Bridgeway Capital Management, LLC 0.05% No change 6,280 $3.1M
Invera Wealth Advisors, LLC 1.64% Reduce -24.7% 6,216 $3.1M
Hilltop National Bank 0.65% Reduce -1.5% 6,176 $3.0M
Value Partners Investments Inc. 0.21% Reduce -17.5% 6,177 $3.0M
Bridgefront Capital, LLC 0.79% Add +7.7% 6,110 $3.0M
Oak Thistle LLC 0.29% Add +50.0% 6,094 $3.0M
G&S Capital LLC 0.87% Add +0.0% 6,087 $3.0M
Front Row Advisors LLC 0.87% Add +1.3% 6,176 $3.0M
Principal Securities, Inc. 0.04% Reduce -7.9% 6,062 $3.0M
Global Retirement Partners, LLC 0.05% — 6,044 $3.0M
OneDigital Investment Advisors LLC 0.02% Reduce -0.4% 5,994 $2.9M
Wedbush Securities Inc. 0.08% Reduce -2.4% 5,979 $2.9M
Avalon Trust Co 0.18% No change 5,974 $2.9M
Massachusetts Wealth Management 1.11% Reduce -1.7% 5,935 $2.9M
Huntington National Bank 0.02% Add +13.3% 5,932 $2.9M
SageView Advisory Group, LLC 0.10% Reduce -26.6% 5,931 $2.9M
CoreCap Advisors, LLC 0.09% Add +1095.8% 5,919 $2.9M
Stratos Wealth Partners, LTD. 0.03% Add +10.4% 5,915 $2.9M
Montag A & Associates Inc. 0.12% Reduce -2.4% 5,899 $2.9M
Sterling Capital Management LLC 0.05% Add +5.0% 5,851 $2.9M
Roundview Capital LLC 0.16% Reduce -0.0% 5,844 $2.9M
Kentucky Retirement Systems Insurance Trust Fund 0.17% Reduce -0.5% 5,840 $2.9M
Callan Family Office, LLC 0.06% Add +2.3% 5,786 $2.8M
Moors & Cabot, Inc. 0.11% Reduce -3.5% 5,743 $2.8M
Engineers Gate Manager LP 0.04% Reduce -89.9% 5,711 $2.8M
Composition Wealth, LLC 0.03% Reduce -14.7% 5,706 $2.8M
Securian Asset Management, Inc. 0.10% Reduce -2.2% 5,897 $2.8M
CI Investments Inc. 0.01% Add +631.1% 5,637 $2.8M
Baker Avenue Asset Management, LP 0.05% Add +7.0% 5,618 $2.8M
Cresset Asset Management, LLC 0.01% Reduce -7.1% 5,591 $2.7M
Stablepoint Partners, LLC 0.38% No change 5,565 $2.7M
Auxier Asset Management LLC 0.36% Reduce -8.8% 5,487 $2.7M
Burney Co./ 0.07% Reduce -21.9% 5,468 $2.7M
Bank of New Hampshire 0.56% Reduce -3.2% 5,457 $2.7M
Essex Bank 0.58% No change 5,439 $2.7M
Evergreen Capital Management LLC 0.05% Add +28.4% 5,424 $2.7M
V-Square Quantitative Management LLC 0.25% Reduce -2.2% 5,419 $2.7M
Aspen Investment Management Inc 0.71% Add +1.3% 5,369 $2.6M
Barlow Wealth Partners, LLC 0.28% Reduce -1.1% 5,578 $2.6M
Concentric Capital Strategies, LP 0.16% Reduce -42.3% 5,345 $2.6M
Arkadios Wealth Advisors 0.04% Add +5.9% 5,285 $2.6M
Wahed Invest LLC 0.27% Reduce -7.9% 5,257 $2.6M
Partnership Wealth Management, LLC 1.74% No change 5,250 $2.6M
Keystone Wealth Services, LLC 0.47% Reduce -0.3% 5,198 $2.6M
Guyasuta Investment Advisors Inc. 0.13% No change 5,183 $2.5M
Sandro Wealth Management LLC 1.84% Add +2.2% 5,179 $2.5M
Liontrust Investment Partners LLP 0.04% New 5,077 $2.5M
Penobscot Investment Management Company, Inc. 0.17% Add +0.2% 5,060 $2.5M
Argent Capital Management LLC 0.08% Reduce -5.1% 5,038 $2.5M
Ledyard National Bank 0.20% Add +0.1% 5,029 $2.5M
Equitable Holdings, Inc. 0.01% Add +8.9% 5,011 $2.5M
Capricorn Fund Managers Ltd 0.20% New 5,000 $2.5M
Systematic Financial Management LP 0.05% No change 5,000 $2.5M
Bridgewater Associates 0.01% New 4,989 $2.5M
Baader Bank Aktiengesellschaft 0.20% Add +51.3% 4,981 $2.4M
Analyst IMS Investment Management Services Ltd. 0.06% No change 4,969 $2.4M
Whitaker-Myers Wealth Managers, LTD. 0.41% Add +11.4% 4,939 $2.4M
Values First Advisors, Inc. 1.11% Add +1.6% 4,930 $2.4M
Nations Financial Group Inc, /Ia/ 0.11% Add +8.5% 4,893 $2.4M
Tower Bridge Advisors 0.22% Add +22.8% 4,883 $2.4M
Romano Brothers and Company 0.24% Reduce -4.3% 4,808 $2.4M
CHICAGO TRUST Co NA 0.34% Add +5.1% 4,803 $2.4M
TFR Capital, LLC. 0.66% No change 4,792 $2.4M
Sit Investment Associates Inc. 0.04% No change 4,785 $2.4M
RFG Advisory, LLC 0.04% Add +13.1% 4,731 $2.3M
Broad Peak Investment Advisers Pte Ltd 0.42% New 4,700 $2.3M
Westerkirk Capital Inc. 0.22% No change 4,695 $2.3M
Elevation Point Wealth Partners, LLC 0.04% Reduce -10.1% 4,691 $2.3M
TriaGen Wealth Management LLC 0.57% New 4,647 $2.3M
Harfst & Associates, Inc. 0.35% Add +6.7% 4,632 $2.3M
Harvest Fund Management Co., Ltd 0.08% No change 4,624 $2.3M
Kanawha Capital Management LLC 0.15% Reduce -0.4% 4,584 $2.3M
Machina Capital S.A.S. 0.36% New 4,573 $2.2M
Strengthening Families & Communities, LLC 0.50% Add +5.0% 4,562 $2.2M
Kingsview Wealth Management, LLC 0.03% Add +5.7% 4,550 $2.2M
Wealthcare Advisory Partners LLC 0.04% Reduce -5.4% 4,524 $2.2M
Trust Point Inc. 0.19% Add +255.8% 4,497 $2.2M
Simplicity Wealth,LLC 0.07% Add +430.6% 4,473 $2.2M
Citizens Financial Group Inc. 0.03% Add +27.8% 4,469 $2.2M
Graham Capital Management, L.P. 0.08% Reduce -1.1% 4,450 $2.2M
Bowen Hanes & Co. Inc. 0.05% No change 5,135 $2.1M
EP Wealth Advisors, LLC 0.01% Add +10.1% 4,348 $2.1M
Kane Investment Management, Inc. 0.91% Add +0.2% 4,342 $2.1M
International Assets Investment Management, LLC 0.13% Reduce -4.5% 4,353 $2.1M
Logan Capital Management Inc. 0.08% — 4,293 $2.1M
Caliber Wealth Management, LLC / KS 0.20% Add +1.8% 4,288 $2.1M
Confluence Wealth Services, Inc. 0.06% Add +17.5% 4,285 $2.1M
Investors Asset Management of Georgia Inc. /Ga/ 0.73% No change 4,272 $2.1M
NewEdge Wealth, LLC 0.02% Add +39.5% 4,272 $2.1M
Daymark Wealth Partners, LLC 0.05% Add +17.6% 4,250 $2.1M
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 1.32% Add +70.3% 4,241 $2.1M
McCarter Private Wealth Services LLC 0.71% Reduce -6.1% 4,210 $2.1M
Vestmark Advisory Solutions, Inc. 0.02% Reduce -15.8% 4,199 $2.1M
Trust Investment Advisors 0.98% Reduce -0.1% 4,196 $2.1M
Brookfield Corp 0.00% Reduce -40.2% 4,190 $2.1M
Keeler Thomas Management LLC 0.73% Add +6.5% 4,185 $2.1M
Elyxium Wealth, LLC 0.21% Add +5.0% 4,139 $2.0M
Buckley Wealth Management, LLC 0.50% Add +4.5% 4,106 $2.0M
Darden Wealth Group Inc 0.79% Add +1.0% 4,071 $2.0M
Chicago Partners Investment Group LLC 0.04% Add +30.8% 4,159 $2.0M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% Reduce -9.6% 4,059 $2.0M
Frank, Rimerman Advisors LLC 0.11% Add +0.1% 4,054 $2.0M
Gateway Investment Advisers LLC 0.02% Add +21.9% 4,013 $2.0M
Advisory Services Network, LLC 0.02% Reduce -1.2% 4,004 $2.0M
Murphy, Middleton, Hinkle & Parker, Inc. 0.80% No change 3,984 $2.0M
Gardner Lewis Asset Management L P 0.43% New 3,950 $1.9M
Tocqueville Asset Management L.P. 0.03% Add +0.1% 3,942 $1.9M
Campbell & CO Investment Adviser LLC 0.10% Add +169.2% 3,912 $1.9M
LGT Group Foundation 0.02% Add +2.7% 3,910 $1.9M
EFG International AG 0.04% Add +0.8% 3,909 $1.9M
Focus Partners Advisor Solutions, LLC 0.02% Add +63.6% 3,882 $1.9M
Aspire Private Capital, LLC 0.39% No change 3,874 $1.9M
Nicholson Wealth Management Group, LLC 1.12% Reduce -2.5% 3,848 $1.9M
Havemeyer Place LP 0.19% Reduce -77.2% 3,821 $1.9M
Broderick Brian C 0.29% No change 3,800 $1.9M
Integrated Advisors Network LLC 0.09% Add +0.2% 3,791 $1.9M
Grove Bank & Trust 0.18% No change 3,790 $1.9M
Natural Investments, LLC 0.41% Reduce -32.3% 3,786 $1.9M
AustralianSuper Pty Ltd 0.01% Reduce -19.0% 3,765 $1.8M
Virtus Investment Advisers, LLC 0.42% Reduce -23.3% 3,709 $1.8M
Jacobi Capital Management LLC 0.09% Add +7.1% 3,692 $1.8M
CGN Advisors LLC 0.13% Add +10.6% 3,671 $1.8M
Prospera Financial Services Inc 0.03% Add +4.6% 3,668 $1.8M
Tred Avon Family Wealth, LLC 0.55% No change 3,658 $1.8M
Marietta Wealth Management, LLC 0.18% No change 3,648 $1.8M
Pine Valley Investments Ltd Liability Co 0.08% Add +0.4% 3,645 $1.8M
Clark Capital Management Group, Inc. 0.01% Add +1.4% 3,639 $1.8M
Vision Retirement, LLC 0.43% Add +0.4% 3,626 $1.8M
Parallel Advisors, LLC 0.03% Add +13.7% 3,613 $1.8M
A4 Wealth Advisors LLC 1.19% Add +4.5% 3,605 $1.8M
Silvercrest Asset Management Group LLC 0.01% Reduce -0.4% 3,555 $1.7M
Westhampton Capital, LLC 0.72% No change 3,550 $1.7M
BLB&B Advisors, LLC 0.06% Reduce -0.1% 3,543 $1.7M
Syon Capital LLC 0.08% Add +3.1% 3,537 $1.7M
Qtron Investments LLC 0.23% Reduce -12.7% 3,523 $1.7M
Harbor Advisors LLC 0.22% No change 3,500 $1.7M
Modern Wealth Management, LLC 0.02% Add +7.6% 3,489 $1.7M
Diversify Advisory Services, LLC 0.03% Add +162.0% 3,542 $1.7M
Diversify Wealth Management, LLC 0.03% Add +0.9% 3,542 $1.7M
Harbour Wealth Management Group, Inc. 1.16% Add +1.8% 3,483 $1.7M
Perigon Wealth Management, LLC 0.03% Reduce -8.2% 3,466 $1.7M
Krilogy Financial LLC 0.05% Add +25.8% 3,460 $1.7M
Moneta Group Investment Advisors LLC 0.01% Add +5.6% 3,431 $1.7M
Monte Financial Group, LLC 0.54% Add +2.0% 3,698 $1.7M
Essex Financial Services, Inc. 0.08% Reduce -7.9% 3,423 $1.7M
Heritage Wealth Advisors 0.06% No change 3,415 $1.7M
Harbor Capital Advisors, Inc. 0.11% Add +0.2% 3,405 $1.7M
Clearstead Advisors, LLC 0.02% Add +26.4% 3,381 $1.7M
Venture Visionary Partners LLC 0.05% Add +143.5% 3,377 $1.7M
Brown Miller Wealth Management, LLC 0.42% Add +0.7% 3,364 $1.7M
Dara Capital Us, Inc. 1.14% Add +29.9% 3,352 $1.6M
Money Concepts Capital Corp. 0.08% Add +0.5% 3,349 $1.6M
Ritholtz Wealth Management 0.02% Add +7.8% 3,333 $1.6M
Apella Capital, LLC 0.02% Add +5.8% 3,439 $1.6M
KPP Advisory Services LLC 0.21% Add +61.9% 3,323 $1.6M
Advisors Asset Management, Inc. 0.02% Reduce -20.4% 3,305 $1.6M
Wedmont Private Capital 0.04% Add +2.2% 3,383 $1.6M
Compass Ion Advisors, LLC 0.14% Reduce -5.1% 3,283 $1.6M
Twin Capital Management Inc. 0.17% Reduce -54.1% 3,255 $1.6M
Everhart Financial Group, Inc. 0.10% Reduce -13.5% 3,237 $1.6M
Seeds Investor LLC 0.16% Add +1.7% 3,233 $1.6M
Tower Research Capital LLC (TRC) 0.04% Reduce -25.2% 3,230 $1.6M
SageGuard Financial Group, LLC 0.22% New 3,225 $1.6M
Mitchell & Pahl Private Wealth, LLC 0.58% Add +0.7% 3,224 $1.6M
Holderness Investments Co. 0.26% Reduce -1.8% 3,211 $1.6M
PDT Partners, LLC 0.08% Reduce -77.1% 3,200 $1.6M
Impact Capital Partners LLC 0.43% Add +0.9% 3,191 $1.6M
Boyd Watterson Asset Management LLC 0.42% Reduce -0.5% 3,160 $1.6M
Bluespring Wealth Management, LLC 0.03% New 3,142 $1.5M
Nippon Life Global Investors Americas, Inc. 0.06% Reduce -8.2% 3,140 $1.5M
Glenview Trust Co 0.02% Add +5.5% 3,140 $1.5M
Advisory Resource Group 0.23% Reduce -4.9% 3,105 $1.5M
Arjuna Capital 0.34% Reduce -1.1% 3,102 $1.5M
Wealthspire Advisors, LLC 0.01% Add +8.2% 3,091 $1.5M
Applied Finance Capital Management, LLC 0.11% Add +6.0% 3,059 $1.5M
St Germain D J Co. Inc. 0.05% Reduce -4.5% 3,048 $1.5M
WBH Advisory Inc. 0.10% Add +85.4% 3,040 $1.5M
Americana Partners, LLC 0.03% Add +60.7% 3,038 $1.5M
Central Valley Advisors, LLC 0.38% Reduce -19.0% 3,031 $1.5M
Pflug Koory, LLC 0.59% Reduce -1.5% 3,027 $1.5M
Sowell Financial Services LLC 0.05% Add +7.3% 3,022 $1.5M
XTX Topco Ltd 0.02% Add +305.2% 3,019 $1.5M
Jennison Associates LLC 0.00% No change 3,016 $1.5M
Secure Asset Management, LLC 0.21% Reduce -0.2% 3,012 $1.5M
Regents Gate Capital LLP 1.96% Reduce -90.8% 3,005 $1.5M
Triton Financial Group Inc 0.85% New 3,002 $1.5M
Argyle Capital Management, LLC 0.42% No change 3,000 $1.5M
TruNorth Capital Management, LLC 0.24% Reduce -0.3% 3,000 $1.5M
Foster Group, Inc. 0.04% Add +2.2% 2,995 $1.5M
Clear Trail Advisors, LLC 0.22% Reduce -5.3% 2,988 $1.5M
LMR Partners LLP 0.01% New 2,980 $1.5M
Prime Capital Investment Advisors, LLC 0.01% Add +6.3% 2,957 $1.5M
CreativeOne Wealth, LLC 0.03% Reduce -24.5% 2,949 $1.4M
Tenon Financial LLC 0.47% Reduce -12.2% 2,947 $1.4M
Legal Advantage Investments, Inc. 0.51% Reduce -5.4% 2,932 $1.4M
VestGen Advisors, LLC 0.04% Add +15.5% 2,921 $1.4M
Zacks Investment Management 0.01% Add +6.1% 2,887 $1.4M
Cantor Fitzgerald Investment Advisors L.P. 0.10% Add +2.1% 2,873 $1.4M
Ramirez Asset Management, Inc. 0.15% Reduce -0.0% 2,866 $1.4M
Dala Group, LLC 1.16% Add +14.4% 2,865 $1.4M
Dorsey & Whitney Trust CO LLC 0.07% Reduce -1.2% 2,827 $1.4M
Peddock Capital Advisors, LLC 0.28% Reduce -7.3% 2,825 $1.4M
Haven Private, LLC 0.52% Reduce -4.0% 2,797 $1.4M
EverSource Wealth Advisors, LLC 0.05% Reduce -18.9% 2,796 $1.4M
Moody LYNN Lieberson & Walker, LLC 0.07% Add +1.6% 2,789 $1.4M
Kathmere Capital Management, LLC 0.07% Add +7.5% 2,780 $1.4M
AE Wealth Management LLC 0.01% Reduce -10.6% 2,765 $1.4M
Challenger Wealth Management 1.00% Reduce -6.1% 2,759 $1.4M
Nvwm, LLC 0.27% Reduce -1.1% 2,743 $1.3M
High Net Worth Advisory Group LLC 0.29% Add +5.8% 2,734 $1.3M
DSG Capital Advisors, LLC 0.19% Reduce -7.5% 2,777 $1.3M
Kesler, Norman & Wride, LLC 0.21% Reduce -2.3% 2,724 $1.3M
Aspire Growth Partners LLC 0.78% Add +0.2% 2,722 $1.3M
Group One Trading LLC 0.04% New 2,721 $1.3M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.09% Reduce -10.0% 2,716 $1.3M
AlphaCore Capital LLC 0.02% Reduce -6.8% 2,701 $1.3M
AXS Investments LLC 0.38% Reduce -3.4% 2,700 $1.3M
Avantax Planning Partners, Inc. 0.03% Reduce -0.6% 2,679 $1.3M
Baldwin Investment Management, LLC 0.13% No change 2,670 $1.3M
McRae Capital Management Inc. 0.26% Reduce -6.2% 2,657 $1.3M
FWG Holdings, LLC 0.45% Add +0.2% 2,711 $1.3M
First Horizon Corp. 0.05% Reduce -9.8% 2,647 $1.3M
NLB Skladi, upravljanje premozenja, d.o.o. 0.05% No change 2,638 $1.3M
Heritage Trust Co 0.11% Add +0.2% 2,636 $1.3M
Cypress Asset Management Inc. 0.25% No change 2,625 $1.3M
Clark Asset Management, LLC 0.10% Add +1.2% 2,623 $1.3M
Frec Markets, Inc. 0.12% Add +71.3% 2,618 $1.3M
Smartleaf Asset Management LLC 0.04% No change 2,675 $1.3M
Griffin Asset Management, Inc. 0.14% Add +2.3% 2,608 $1.3M
Gsa Capital Partners LLP 0.08% Reduce -58.7% 2,601 $1.3M
Strategic Advisors LLC 0.28% No change 2,599 $1.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +0.6% 2,591 $1.3M
Picton Mahoney Asset Management 0.01% New 2,589 $1.3M
Allegheny Financial Group 0.13% Add +9.1% 2,576 $1.3M
Sapient Capital LLC 0.02% Reduce -2.4% 2,566 $1.3M
Bridgelight Financial Advisors, Inc. 0.86% No change 2,553 $1.3M
Pines Wealth Management, LLC 0.36% Reduce -2.7% 2,550 $1.3M
Aaron Wealth Advisors LLC 0.06% Add +3.6% 2,538 $1.2M
Premier Path Wealth Partners, LLC 0.14% Add +4.6% 2,530 $1.2M
Larson Financial Group LLC 0.03% Add +17.6% 2,527 $1.2M
Neville Rodie & Shaw Inc. 0.08% No change 2,505 $1.2M
Jackson Square Capital, LLC 0.17% No change 2,504 $1.2M
Catalyst Financial Partners LLC 0.12% Add +3.4% 2,498 $1.2M
HBK Sorce Advisory LLC 0.02% Reduce -2.3% 2,527 $1.2M
iSAM Funds (UK) Ltd 0.86% Reduce -11.3% 2,480 $1.2M
Coastline Trust Co 0.11% No change 2,474 $1.2M
Bellwether Advisors, LLC 0.18% New 2,467 $1.2M
Integrity Alliance, Llc. 0.04% Reduce -8.2% 2,466 $1.2M
Hager Investment Management Services, LLC 0.55% Add +16.2% 2,444 $1.2M
Savvy Advisors, Inc. 0.03% Add +4.3% 2,443 $1.2M
Portfolio Design Labs, LLC 0.20% Add +0.0% 2,442 $1.2M
Brevan Howard Capital Management LP 0.02% Add +66.5% 2,430 $1.2M
Sfmg, LLC 0.07% Add +0.8% 2,428 $1.2M
Richards, Merrill & Peterson, Inc. 0.38% Add +12.6% 2,421 $1.2M
King Luther Capital Management Corp. 0.00% No change 2,415 $1.2M
Fideuram Asset Management (Ireland) dac 0.02% Add +825.8% 2,546 $1.2M
Compound Planning, Inc. 0.03% Add +1.6% 2,396 $1.2M
Rainier Family Wealth Inc. 0.67% No change 2,395 $1.2M
Fulton Bank, N.A. 0.04% Reduce -0.3% 2,380 $1.2M
Fiduciary Alliance LLC 0.08% Add +2.0% 2,371 $1.2M
Clearstead Trust, LLC 0.15% Add +0.9% 2,371 $1.2M
Widmann Financial Services, Inc. 0.62% Reduce -2.5% 2,361 $1.2M
Baker Ellis Asset Management LLC 0.12% No change 2,350 $1.2M
Prosperity Consulting Group, LLC 0.04% Add +11.8% 2,330 $1.1M
True North Advisors, LLC 0.11% Add +2.8% 2,317 $1.1M
Diversified Enterprises, LLC 0.06% Add +0.5% 2,315 $1.1M
Platform Technology Partners 0.19% Reduce -3.3% 2,313 $1.1M
Verition Fund Management LLC 0.01% Reduce -67.0% 2,308 $1.1M
Old North State Trust, LLC 0.58% Add +14.5% 2,289 $1.1M
Goldstone Financial Group, LLC 0.10% Add +11.0% 2,263 $1.1M
Indivisible Partners 0.06% Add +18.7% 2,257 $1.1M
Florida Trust Wealth Management Co 0.03% Add +28.9% 2,254 $1.1M
First Citizens Bank & Trust Co. 0.02% Add +7.2% 2,250 $1.1M
Gratus Wealth Advisors, LLC 0.14% Add +3.1% 2,248 $1.1M
Fiduciary Family Office, LLC 0.27% Add +4.8% 2,234 $1.1M
Ameritas Investment Partners, Inc. 0.03% Reduce -3.5% 2,230 $1.1M
Campbell Newman Asset Management Inc. 0.08% Reduce -0.3% 2,228 $1.1M
Profund Advisors LLC 0.03% Add +2.9% 2,218 $1.1M
Zions Bancorporation, National Association 0.07% Add +1.2% 2,211 $1.1M
Spinnaker Trust 0.05% No change 2,211 $1.1M
Notis-McConarty Edward 0.47% Reduce -4.3% 2,200 $1.1M
Investment House LLC 0.05% Reduce -8.3% 2,200 $1.1M
Excalibur Management Corp. 0.36% Add +0.8% 2,195 $1.1M
Commonwealth Retirement Investments LLC 0.29% Add +54.4% 2,194 $1.1M
Corient IA LP 0.99% No change 2,190 $1.1M
CWA Asset Management Group, LLC 0.03% Add +68.9% 2,187 $1.1M
Algebris (uk) Ltd. 0.07% Add +41.4% 2,190 $1.1M
Fire Capital Management LLC 0.44% Add +25.9% 2,183 $1.1M
Shaker Investments LLC 0.38% Reduce -1.5% 2,178 $1.1M
Level Four Advisory Services, LLC 0.03% Reduce -8.9% 2,171 $1.1M
Stephens Inc. 0.01% Add +6.5% 2,166 $1.1M
Blue Trust, Inc. 0.01% Reduce -0.9% 2,154 $1.1M
Coastal Bridge Advisors, LLC 0.07% Reduce -42.9% 2,143 $1.1M
Gryphon Financial Partners LLC 0.09% Add +23.6% 2,129 $1.0M
Wealth Intelligence, LLC 0.49% Add +0.6% 2,128 $1.0M
Wealth Alliance, LLC 0.09% Add +0.8% 2,117 $1.0M
Williams Jones Wealth Management, LLC. 0.01% Add +1.5% 2,104 $1.0M
Midwest Trust Co 0.01% Add +0.3% 2,081 $1.0M
Baron Silver Stevens Financial Advisors, LLC 0.13% No change 2,079 $1.0M
Hendershot Investments Inc. 0.13% No change 2,078 $1.0M
L & S Advisors Inc 0.11% Reduce -25.2% 2,077 $1.0M
Cigna Investments Inc. 0.13% Reduce -1.9% 2,077 $1.0M
Sendero Wealth Management, LLC 0.10% Reduce -0.6% 2,065 $1.0M
Flagship Harbor Advisors, LLC 0.04% Add +0.1% 2,062 $1.0M
Spirepoint Private Client, LLC 0.08% Reduce -6.0% 2,051 $1.0M
Checchi Capital Advisers, LLC 0.06% No change 2,050 $1.0M
Quadcap Wealth Management, LLC 0.10% Add +9.8% 2,040 $1.0M
Avestar Capital, LLC 0.06% Reduce -0.6% 2,034 $1000K
Kornitzer Capital Management Inc. 0.02% No change 2,025 $995K
TrueWealth Advisors, LLC 0.22% Add +3.9% 2,024 $994K
Advisory Alpha, LLC 0.02% Add +10.9% 2,022 $994K
Magnolia Capital Advisors LLC 0.17% Reduce -8.2% 2,012 $988K
Kimelman & Baird, LLC 0.07% Reduce -8.2% 2,010 $987K
Gilman Hill Asset Management, LLC 0.14% No change 2,009 $987K
Nicolet Bankshares Inc. 0.03% Add +2.8% 2,008 $986K
Cullinan Associates Inc. 0.07% No change 2,000 $982K
Pure Financial Advisors, LLC 0.01% Add +16.6% 1,997 $981K
Waterloo Capital, L.P. 0.06% Reduce -0.5% 1,994 $980K
Howard Capital Management, LLC 0.01% Add +80.8% 1,994 $979K
Centaurus Financial, Inc. 0.04% Add +163.3% 1,993 $979K
Blue Chip Partners, LLC 0.06% Add +308.2% 1,988 $976K
Winthrop Advisory Group LLC 0.07% Add +1.4% 1,984 $974K
Reynders McVeigh Capital Management, LLC 0.04% No change 1,973 $969K
CX Institutional 0.03% Add +6.9% 1,971 $968K
Lecap Asset Management Ltd. 0.41% Reduce -3.4% 1,970 $968K
Hantz Financial Services, Inc. 0.01% Add +18.3% 1,970 $966K
Essex LLC 0.15% Reduce -11.8% 1,959 $962K
Purkiss Capital Advisors LLC 0.36% Reduce -11.0% 1,942 $954K
Storgate, LLC 0.20% New 1,933 $949K
Certuity, LLC 0.05% Add +9.9% 1,933 $949K
Continuum Advisory, LLC 0.08% Add +0.5% 1,932 $949K
Alamea Verwaltungs GmbH 0.76% Add +0.4% 1,930 $948K
Childress Capital Advisors, LLC 0.15% Add +2.6% 1,919 $943K
Stevens Capital Management LP 0.23% Add +22.1% 1,916 $941K
Evexia Wealth LLC 0.25% Add +4.3% 2,038 $940K
Fiera Capital Corp 0.00% No change 1,903 $935K
Patron Partners, LLC 0.36% Add +8.2% 1,902 $934K
Fiduciary Group, LLC 0.07% No change 1,898 $932K
Snowden Capital Advisors LLC 0.02% Add +7.4% 1,895 $931K
IHT Wealth Management, LLC 0.02% Add +9.1% 1,890 $928K
Boothbay Fund Management, LLC 0.02% Reduce -94.3% 1,890 $928K
Capital Group Investment Management Pte. LTD. 0.14% No change 1,885 $926K
S&co Inc. 0.05% No change 1,880 $923K
Meridian Wealth Management, LLC 0.03% Add +11.9% 1,876 $921K
New Age Alpha Advisors, LLC 0.04% Reduce -12.0% 1,872 $919K
Partners Capital Investment Group, LLP 0.03% Reduce -53.7% 1,870 $918K
Azzad Asset Management Inc. 0.08% Reduce -1.5% 1,853 $910K
MWA Asset Management 0.41% No change 1,852 $910K
Silverberg Bernstein Capital Management LLC 0.35% No change 1,850 $909K
Stableford Capital II LLC 0.31% New 1,850 $909K
Great Waters Wealth Management 0.08% No change 1,849 $908K
Valley Wealth Managers, Inc. 0.05% Add +11.7% 1,849 $908K
HUB Investment Partners, LLC 0.02% Add +10.0% 1,841 $904K
Guinness Atkinson Asset Management Inc 0.40% Reduce -17.5% 1,836 $902K
CrossGen Wealth, LLC 0.70% Add +39.2% 1,826 $897K
Conscious Wealth Investments, LLC 0.46% Add +7.1% 1,908 $897K
United Asset Strategies, Inc. 0.06% Reduce -0.1% 1,818 $893K
Csenge Advisory Group 0.04% Add +7.0% 1,818 $893K
IFG Advisory, LLC 0.03% New 1,817 $893K
Keel Point, LLC 0.05% Add +9.4% 1,815 $891K
Sovereign Financial Group, Inc. 0.14% Reduce -1.1% 1,814 $891K
Redhawk Wealth Advisors, Inc. 0.09% New 1,814 $891K
Community Bank & Trust, Waco, Texas 0.16% No change 1,810 $889K
Inspire Advisors, LLC 0.06% Reduce -5.4% 1,807 $887K
Brookstone Capital Management 0.01% Reduce -2.3% 1,799 $884K
TIAA Wealth Investment Management LLC 0.01% Reduce -9.3% 1,792 $880K
OneAscent Investment Solutions LLC 0.83% Reduce -15.7% 1,789 $879K
Ameritas Advisory Services, LLC 0.02% Reduce -60.7% 1,788 $878K
Silverlake Wealth Management LLC 0.17% No change 1,787 $878K
Pallas Capital Advisors LLC 0.03% Reduce -2.1% 1,786 $877K
LeClair Wealth Partners LLC 0.45% New 1,779 $874K
NorthCrest Asset Manangement, LLC 0.02% Add +48.1% 1,844 $870K
Clarendon Private LLC 0.56% Add +6.6% 1,766 $867K
Appleton Partners Inc. 0.05% Reduce -2.9% 1,766 $867K
71 West Capital Partners 0.03% Add +26.9% 1,757 $863K
Alesco Advisors, LLC, An ESL Co 0.02% Add +0.2% 1,750 $860K
Wescott Financial Advisory Group, LLC 0.07% Add +1.4% 1,741 $855K
Atlas Private Wealth Advisors 0.19% Reduce -15.6% 1,727 $848K
Mosaic Family Wealth Partners, LLC 0.06% Add +104.9% 1,727 $848K
Mitchell McLeod Pugh & Williams Inc. 0.10% No change 1,726 $848K
Lafayette Investments, Inc. 0.16% No change 1,722 $846K
Polymer Capital Management (US) LLC 0.13% Add +3.2% 1,720 $845K
Enterprise Financial Services Corp 0.34% Add +1.2% 1,719 $844K
Lee Johnson Capital Management, LLC 0.26% Add +57.2% 1,715 $842K
Cornerstone Advisory, LLC 0.07% Add +0.7% 1,710 $840K
IFP Advisors, Inc 0.02% Reduce -7.9% 1,707 $838K
PCM Encore, LLC 0.15% No change 1,689 $830K
Peterson Wealth Services 0.18% Reduce -1.8% 1,680 $825K
Oakworth Capital, Inc. 0.04% No change 1,677 $824K
Icon Wealth Advisors, LLC 0.05% Add +202.2% 1,665 $818K
Western Financial Corp 0.24% Add +5.2% 1,655 $813K
Becker Capital Management Inc. 0.02% Add +2.4% 1,652 $811K
Goelzer Investment Management, Inc. 0.04% No change 1,650 $810K
AlTi Global, Inc. 0.02% Add +2.2% 1,644 $807K
Transcend Capital Advisors, LLC 0.05% Add +1.2% 1,639 $805K
Hartford Financial Management Inc. 0.18% No change 1,632 $802K
GeoWealth Management, LLC 0.03% Add +28.6% 1,629 $800K
Simmons Bank 0.05% Add +144.8% 1,616 $794K
World Equity Group, Inc. 0.18% Reduce -0.3% 1,614 $793K
Bryn Mawr Trust Advisors, LLC 0.03% Reduce -2.1% 1,610 $791K
AdvisorShares Investments LLC 0.10% Add +204.2% 1,603 $787K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -9.8% 1,603 $787K
Rayburn West Financial Services LLC 0.43% No change 1,600 $786K
Capitolis Liquid Global Markets LLC 0.00% Reduce -48.4% 1,600 $786K
JB Capital LLC 0.03% Reduce -0.2% 1,593 $782K
Dakota Wealth Management 0.01% Add +5.7% 1,587 $780K
First Financial Bankshares Inc 0.01% Reduce -0.1% 1,586 $779K
Empower Advisory Group, LLC 0.00% Reduce -0.8% 1,580 $776K
IAM Advisory, LLC 0.15% Add +0.3% 1,578 $775K
Alerus Financial NA 0.03% Add +195.9% 1,574 $773K
First Pacific Financial 0.09% Reduce -6.4% 1,553 $763K
SeaCrest Wealth Management, LLC 0.08% Reduce -5.1% 1,549 $761K
Northstar Group, Inc. 0.10% No change 1,547 $760K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.28% Add +6.4% 1,542 $757K
Pinnacle Wealth Planning Services, Inc. 0.07% Add +0.1% 1,538 $755K
Hanson & Doremus Investment Management 0.08% No change 1,537 $755K
StoneX Group Inc. 0.03% Add +45.1% 1,548 $753K
Samara Investment Management, LLC 0.69% Add +5.2% 1,531 $752K
Center for Financial Planning, Inc. 0.07% No change 1,527 $750K
Econ Financial Services Corp 0.35% New 1,525 $749K
Vann Equity Management LLC 0.45% Add +2.6% 1,523 $748K
McNamara Financial Services, Inc. 0.13% No change 1,520 $747K
Petersen Hastings Wealth Advisors Inc. 0.06% No change 1,520 $747K
Ironwood Investment Counsel, LLC 0.10% Reduce -7.8% 1,519 $746K
Cercano Management LLC 0.10% No change 1,517 $745K
BAM Wealth Management, LLC 0.47% Reduce -18.9% 1,516 $745K
McAdam, LLC 0.03% Add +1.3% 1,507 $740K
First National Trust Co 0.03% Reduce -0.3% 1,502 $738K
First Manhattan Co. Llc. 0.00% Reduce -5.2% 1,501 $737K
Hartree Partners, LP 0.16% New 1,500 $737K
Firestone Capital Management 0.14% No change 1,500 $737K
Kiley Juergens Wealth Management, LLC 0.12% No change 1,498 $736K
Pinion Investment Advisors, LLC 0.14% No change 1,493 $733K
Norden Group LLC 0.06% Add +11.1% 1,489 $732K
Beverly Hills Private Wealth, LLC 0.14% Reduce -55.5% 1,480 $727K
Moneco Advisors, LLC 0.04% Add +31.6% 1,478 $726K
Quotient Wealth Partners, LLC 0.02% Add +5.4% 1,472 $723K
Centurion Wealth Management LLC 0.17% No change 1,455 $715K
South Shore Capital Advisors 0.48% Reduce -0.3% 1,451 $713K
Carnegie Investment Counsel 0.01% Reduce -2.7% 1,445 $710K
Rehmann Capital Advisory Group 0.03% Add +41.4% 1,445 $707K
Avidian Wealth Enterprises, LLC 0.02% Add +138.2% 1,434 $705K
Institute for Wealth Management, LLC. 0.06% Reduce -7.8% 1,428 $701K
Palisades Hudson Asset Management, L.P. 0.25% No change 1,427 $701K
Contravisory Investment Management, Inc. 0.12% Add +3.7% 1,424 $699K
Canton Hathaway, LLC 0.13% No change 1,423 $699K
Supplemental Annuity Collective Trust of NJ 0.18% Reduce -5.5% 1,418 $696K
Stonebrook Private Inc. 0.13% Add +4.9% 1,403 $689K
Choate Investment Advisors 0.01% No change 1,399 $687K
Parkside Financial Bank & Trust 0.05% Add +6.6% 1,397 $686K
Verdence Capital Advisors LLC 0.04% Add +1.5% 1,391 $683K
Acropolis Investment Management, LLC 0.03% Reduce -3.9% 1,377 $676K
Trustmark Bank Trust Department 0.04% Reduce -0.1% 1,369 $672K
111 Capital 0.12% New 1,367 $671K
Legacy Financial Advisors, Inc. 0.08% Add +2.3% 1,363 $670K
High Probability Advisors, LLC 0.07% Reduce -2.8% 1,360 $668K
Mayflower Financial Advisors, LLC 0.06% Add +0.5% 1,359 $667K
SVB Wealth LLC 0.04% Reduce -1.0% 1,357 $667K
Trilogy Capital Inc. 0.03% No change 1,356 $666K
Symphony Financial, Ltd. Co. 0.07% Add +8.7% 1,380 $665K
MTM Investment Management, LLC 0.19% No change 1,352 $664K
Pacific Sage Partners, LLC 0.09% No change 1,345 $661K
Bigelow Investment Advisors, LLC 0.24% Reduce -0.7% 1,341 $659K
Robertson Stephens Wealth Management, LLC 0.02% Add +5.7% 1,335 $656K
Magnolia Capital Management Ltd. 0.45% No change 1,330 $653K
Bath Savings Trust Co 0.07% Reduce -1.1% 1,322 $649K
Evolve Private Wealth, LLC 0.04% Reduce -38.0% 1,321 $648K
Sage Private Wealth Group, LLC 0.29% Reduce -2.2% 1,317 $647K
Evercore Wealth Management, LLC 0.01% No change 1,316 $646K
PFG Investments, LLC 0.03% Add +2.9% 1,312 $644K
Axq Capital, LP 0.07% New 1,311 $644K
Wealth Science Advisors LLC 0.29% Reduce -3.7% 1,310 $643K
Inlet Private Wealth, LLC 0.16% No change 1,308 $642K
Penserra Capital Management LLC 0.00% Add +2.5% 1,298 $636K
Somerville Kurt F 0.15% No change 1,293 $635K
Perpetual Ltd 0.01% Reduce -15.8% 1,291 $634K
Sompo Asset Management Co., Ltd. 0.10% Reduce -8.5% 1,290 $634K
Howe & Rusling Inc. 0.04% Add +0.8% 1,287 $632K
Parcion Private Wealth LLC 0.04% Add +14.2% 1,286 $632K
Advisors Management Group Inc. 0.10% No change 1,284 $630K
SmartHarvest Portfolios, LLC 0.20% Add +24.7% 1,281 $629K
PDS Planning, Inc 0.04% Add +1.4% 1,281 $629K
Phillips Wealth Planners LLC 0.46% Add +0.2% 1,318 $627K
Dynamic Advisor Solutions LLC 0.02% Reduce -6.1% 1,266 $622K
L2 Asset Management, LLC 0.06% Reduce -5.5% 1,264 $621K
Mather Group, Llc. 0.01% Add +9.7% 1,254 $616K
Magnus Financial Group LLC 0.04% Add +0.3% 1,247 $613K
Pettyjohn, Wood & White, Inc. 0.09% No change 1,247 $612K
Rothschild Investment LLC 0.02% Add +148.7% 1,246 $612K
Integrated Investment Consultants, LLC 0.12% Add +0.3% 1,245 $611K
Mutual Advisors, LLC 0.01% Add +8.0% 1,245 $611K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -8.4% 1,244 $611K
FinArc Investments, Inc. 0.55% No change 1,243 $611K
New England Capital Financial Advisors LLC 0.15% No change 1,236 $607K
Peregrine Asset Advisers, Inc. 0.13% Add +4.2% 1,236 $607K
Claro Advisors Inc. 0.06% Add +2.1% 1,235 $607K
Argent Trust Co 0.02% Reduce -2.5% 1,234 $606K
ZWJ Investment Counsel Inc. 0.02% Add +3.0% 1,234 $606K
Basecamp Wealth Advisors LLC 0.11% Reduce -0.1% 1,228 $603K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% No change 1,223 $601K
Cary Street Partners Investment Advisory LLC 0.12% Add +3.3% 1,217 $598K
Valeo Financial Advisors, LLC 0.01% Add +15.4% 1,214 $596K
Haverford Trust Co 0.01% Add +23.7% 1,210 $594K
TD Private Client Wealth LLC 0.01% Reduce -48.8% 1,193 $586K
Aureus Asset Management, LLC 0.04% Reduce -3.2% 1,191 $585K
OneAscent Family Office, LLC 0.29% Add +23.2% 1,190 $584K
Sky Investment Group LLC 0.09% Reduce -0.2% 1,185 $582K
Barnett & Company, Inc. 0.43% No change 1,180 $580K
E Fund Management Co., Ltd. 0.01% Add +45.7% 1,180 $580K
Bayesian Capital Management, LP 0.37% New 1,179 $579K
OneAscent Wealth Management LLC 0.17% Reduce -4.6% 1,179 $579K
Berry Wealth Group, LP 1.86% Add +10.4% 1,177 $578K
Fayez Sarofim & Co 0.00% No change 1,171 $575K
Birchcreek Wealth Management, LLC 0.22% Reduce -0.6% 1,165 $572K
MorganRosel Wealth Management, LLC 0.19% Add +35.9% 1,165 $572K
Commerzbank Aktiengesellschaft 0.01% Reduce -48.5% 1,164 $572K
Berman McAleer LLC 0.07% Add +0.4% 1,159 $569K
Kercheville Advisors, LLC 0.17% No change 1,156 $568K
MidFirst Bank 0.04% Add +4.1% 1,153 $566K
Councilmark Asset Management, LLC 0.30% No change 1,150 $565K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +15.2% 1,150 $565K
Fidelis Capital Partners, LLC 0.03% No change 1,143 $561K
Cove Private Wealth, LLC 0.11% No change 1,142 $561K
Radnor Capital Management, LLC 0.08% No change 1,131 $556K
Portside Wealth Group, LLC 0.06% Add +37.3% 1,130 $555K
Linden Thomas Advisory Services, LLC 0.04% Add +25.6% 1,130 $555K
Wetzel Investment Advisors, Inc. 0.19% Reduce -11.6% 1,124 $552K
Virtue Capital Management, LLC 0.07% Add +0.1% 1,119 $550K
Dorato Capital Management 0.37% No change 1,142 $548K
Associated Banc-Corp 0.01% New 1,114 $547K
Bartlett & Co. Wealth Management LLC 0.01% Add +184.9% 1,114 $547K
Geneos Wealth Management Inc. 0.01% No change 1,110 $545K
Sunbeam Capital Management, LLC 0.25% Add +3.0% 1,109 $545K
Westwood Holdings Group Inc. 0.00% Add +114.6% 1,101 $541K
German American Bancorp, Inc. 0.04% No change 1,100 $540K
Northside Capital Management, LLC 0.04% Reduce -1.8% 1,095 $538K
Raelipskie Partnership 0.20% No change 1,095 $538K
Capital Investment Advisors, LLC 0.01% Reduce -4.0% 1,086 $533K
Carr Financial Group Corp 0.12% Add +30.0% 1,083 $532K
OneAscent Financial Services LLC 0.03% Reduce -42.4% 1,080 $531K
Vaughan David Investments LLC 0.01% No change 1,080 $530K
Abel Hall, LLC 0.09% Add +15.3% 1,078 $529K
Means Investment Co., Inc. 0.04% Add +0.1% 1,073 $527K
Personal Cfo Solutions, LLC 0.08% Add +7.7% 1,065 $523K
Sterling Investment Counsel, LLC 0.12% No change 1,059 $520K
Muirfield Wealth Advisors LLC 0.34% Add +6.5% 1,056 $519K
Fielder Capital Group LLC 0.11% Add +1.1% 1,052 $517K
Vista Investment Partners Ii, LLC 0.20% Add +15.6% 1,052 $517K
Boston Trust Walden Corp 0.00% Reduce -2.3% 1,052 $517K
Searle & Co. 0.12% No change 1,050 $516K
Headinvest, LLC 0.10% No change 1,050 $516K
Axxion S.A. 0.04% — 1,048 $515K
Alvarez & Marsal Private Wealth Partners, LLC 0.07% Reduce -2.4% 1,042 $512K
Versant Capital Management, Inc 0.05% Add +0.8% 1,043 $512K
Principle Wealth Partners LLC 0.03% Add +4.0% 1,040 $511K
SilverOak Wealth Management LLC 0.07% Add +17.6% 1,040 $511K
Credit Industriel Et Commercial 0.09% Reduce -74.5% 1,036 $509K
Welch & Forbes LLC 0.01% New 1,034 $508K
Abacus Wealth Partners, LLC 0.05% Add +37.2% 1,033 $507K
Great Valley Advisor Group, Inc. 0.01% Add +0.5% 1,031 $506K
Tilia Fiduciary Partners, Inc. 0.24% No change 1,029 $505K
Valmark Advisers, Inc. 0.01% Add +0.7% 1,029 $505K
Old North State Wealth Management, LLC 0.22% Add +0.2% 1,024 $505K
WASHINGTON TRUST Co 0.02% No change 1,025 $503K
Washington Trust Advisors, Inc. 0.04% Reduce -5.9% 1,024 $503K
Avior Wealth Management, LLC 0.01% Reduce -4.4% 1,024 $503K
First City Capital Management, Inc. 0.24% No change 1,023 $502K
Everpar Advisors LLC 0.14% Add +2.9% 1,022 $502K
Grey Ledge Advisors, LLC 0.10% Add +0.1% 1,017 $500K
Modera Wealth Management, LLC 0.01% Add +10.1% 1,016 $499K
PFG Private Wealth Management, LLC 0.22% Reduce -0.5% 1,015 $499K
Conning Inc. 0.02% Reduce -1.8% 1,013 $498K
Watershed Private Wealth LLC 0.14% No change 1,008 $495K
RHL Group, LLC 0.41% No change 1,008 $495K
Mairs & Power Inc. 0.00% Reduce -8.5% 1,004 $493K
First Citizens Financial Corp 0.21% Reduce -1.0% 1,002 $492K
LBMC Investment Advisors, LLC 0.03% No change 1,000 $491K
RBF Capital, LLC 0.02% No change 1,000 $491K
Advyzon Investment Management, LLC 0.04% Add +3.0% 998 $490K
Quantum Private Wealth, LLC 0.13% No change 995 $489K
SYM FINANCIAL Corp 0.04% Add +21.2% 994 $488K
Connecticut Wealth Management, LLC 0.02% Reduce -41.4% 993 $488K
Summit Financial Wealth Advisors, LLC 0.06% New 991 $487K
Waddell & Associates, LLC 0.02% New 991 $487K
Mechanics Bank Trust Department 0.06% Add +18.0% 991 $487K
Lyell Wealth Management, LP 0.03% No change 980 $481K
Pioneer Trust Bank N A 0.11% No change 977 $480K
Arcadia Wealth Management, LLC 0.15% Reduce -16.7% 972 $477K
Murphy Pohlad Asset Management LLC 0.17% Reduce -26.5% 969 $476K
Ashton Thomas Securities, LLC 0.07% Reduce -3.3% 963 $473K
Catalyst Funds Management Pty Ltd 0.03% Add +17.4% 960 $472K
Cerro Pacific Wealth Advisors LLC 0.11% Add +12.3% 958 $470K
Quent Capital, LLC 0.03% Add +1.6% 957 $470K
First Financial Bank - Trust Division 0.03% No change 956 $470K
Greenspring Advisors, LLC 0.03% Add +9.5% 956 $470K
Crux Wealth Advisors 0.16% No change 955 $469K
3Chopt Investment Partners, LLC 0.09% Reduce -0.8% 949 $466K
Main Street Research LLC 0.02% Add +0.1% 948 $466K
CVA Family Office, LLC 0.04% Add +0.1% 947 $465K
Johnson Financial Group, LLC 0.03% Reduce -28.8% 945 $464K
Asset Allocation Strategies LLC 0.07% Add +0.6% 944 $464K
Gilliland Jeter Wealth Management LLC 0.12% No change 940 $462K
Washington Trust Bank 0.03% Reduce -28.4% 927 $455K
J.Safra Asset Management Corp 0.02% Add +5675.0% 924 $454K
Michael Brady & Co., LLC 0.40% Reduce -14.0% 920 $452K
Facet Wealth, Inc. 0.01% Add +55.1% 918 $451K
Integrity Advisory Solutions, LLC 0.05% Add +8.9% 914 $449K
Private Capital Management, LLC 0.04% Reduce -6.7% 913 $448K
Ewa, LLC 0.08% Add +11.5% 912 $448K
SeaBridge Investment Advisors LLC 0.06% No change 910 $447K
Equitable Trust Co. 0.02% Add +57.9% 908 $446K
Ballew Advisors, Inc 0.23% No change 927 $443K
Alliance Wealth Advisors, LLC 0.18% No change 900 $442K
Paradigm Asset Management Co. LLC 0.09% Reduce -73.5% 900 $442K
Shufro Rose & Co. LLC 0.03% No change 900 $442K
AdvisorNet Financial, Inc 0.02% Add +11.4% 900 $442K
Chilton Investment Co. Inc. 0.01% Add +82.5% 898 $441K
Pitcairn Wealth Advisors LLC 0.05% Reduce -5.8% 895 $440K
Stonebridge Financial Group, LLC 0.03% Reduce -2.3% 891 $438K
West Paces Advisors Inc. 0.07% Reduce -2.7% 888 $436K
Angeles Wealth Management, LLC 0.02% Add +7.5% 884 $434K
Lanark Financial, Inc. 0.03% Reduce -0.5% 881 $433K
SBI Okasan Asset Management Co.Ltd. 0.01% No change 900 $432K
Alta Advisers Ltd 0.10% No change 879 $432K
George Kaiser Family Foundation 0.04% Reduce -24.8% 873 $429K
Prescott Group Capital Management, L.L.C. 0.04% Reduce -24.8% 873 $429K
COFG Advisors, LLC 0.07% New 871 $428K
Towercrest Capital Management 0.06% No change 871 $428K
Eurizon SLJ Capital Ltd 0.16% No change 869 $427K
Alliance Wealth Management Group 0.08% No change 869 $427K
Vest Financial, LLC 0.00% Reduce -16.5% 869 $427K
Johnson Investment Counsel Inc. 0.00% Reduce -9.8% 868 $426K
tru Independence LLC 0.19% No change 864 $424K
Resonant Capital Advisors, LLC 0.02% Reduce -10.7% 863 $424K
MassMutual Private Wealth & Trust, FSB 0.01% Add +0.7% 861 $423K
Defiance ETFs, LLC 0.01% Add +19.8% 872 $423K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -0.3% 857 $421K
Private Trust Co. NA 0.03% No change 853 $419K
FourThought Financial Partners, LLC 0.03% Add +29.9% 851 $418K
Verity & Verity, LLC 0.03% Reduce -12.8% 849 $417K
Vanguard National Trust Co 0.02% Reduce -64.8% 846 $416K
Sun Financial Inc 0.20% New 871 $415K
Wilkins Investment Counsel Inc. 0.06% No change 843 $414K
Second Line Capital, LLC 0.08% Reduce -6.3% 840 $413K
Quarry Hill Advisors, LLC 0.16% New 837 $411K
Main Street Financial Solutions, LLC 0.03% Add +16.6% 830 $408K
LGT Fund Management Co Ltd. 0.02% Reduce -21.9% 830 $408K
UNIVEST FINANCIAL Corp 0.02% Add +14.8% 830 $407K
Financial Management Professionals, Inc. 0.04% Add +0.1% 827 $406K
Inscription Capital, LLC 0.04% Add +16.5% 825 $405K
Collective Family Office LLC 0.08% Reduce -4.3% 823 $404K
Balefire, LLC 0.07% Reduce -7.7% 823 $404K
Leelyn Smith, LLC 0.05% No change 822 $404K
Moss Adams Wealth Advisors LLC 0.03% Add +4.3% 819 $402K
Proficio Capital Partners LLC 0.01% New 816 $401K
Tribridge Partners Financial LLC 0.16% No change 829 $401K
Paladin Advisory Group, LLC 0.27% No change 815 $400K
Parr McKnight Wealth Management Group, LLC 0.05% No change 814 $400K
Capital Advisors Wealth Management, LLC 0.05% No change 807 $396K
Summit Wealth Partners, LLC 0.06% No change 806 $396K
First Bank & Trust 0.06% Reduce -25.9% 802 $394K
Busey Bank 0.01% Add +0.3% 801 $393K
Fractal Investments LLC 0.05% No change 800 $393K
Tobias Financial Advisors, Inc. 0.05% Add +0.1% 798 $392K
Keebeck Wealth Management 0.04% Add +15.2% 795 $390K
Ossiam 0.01% Reduce -12.2% 794 $390K
North Capital, Inc. 0.29% Add +0.5% 789 $388K
LVW Advisors, LLC 0.03% Reduce -12.1% 786 $386K
Cim, LLC 0.05% No change 785 $386K
One Plus One Wealth Management, LLC 0.17% No change 784 $385K
Old Port Advisors 0.08% Add +3.2% 782 $384K
Bridgewater Advisors Inc. 0.02% Add +13.2% 843 $383K
Noble Family Wealth, LLC 0.07% No change 780 $383K
Balentine LLC 0.01% Add +20.8% 778 $382K
Relyea Zuckerberg Hanson LLC 0.03% Add +5.6% 777 $382K
Stock Yards Bank & Trust Co. 0.01% Reduce -5.7% 776 $381K
Anchyra Partners LLC 0.09% Reduce -1.8% 774 $380K
Aprio Wealth Management, LLC 0.02% Reduce -8.0% 769 $378K
Scissortail Wealth Management, LLC 0.07% No change 767 $377K
1015 Capital Partners, LLC 0.32% No change 766 $376K
Fortress Financial Group, LLC 0.19% Add +35.8% 766 $376K
Bull Harbor Capital LLC 0.07% New 766 $376K
Hall Laurie J Trustee 0.12% No change 765 $376K
Buska Wealth Management, LLC 0.14% No change 764 $375K
Independent Financial Group, LLC 0.01% Reduce -8.9% 764 $375K
YHB Investment Advisors, Inc. 0.02% No change 760 $373K
Wealth Quarterback LLC 0.12% Add +0.3% 760 $373K
Oarsman Capital, Inc. 0.04% Add +46.1% 757 $372K
Douglas Lane & Associates, LLC 0.01% Add +3.8% 757 $372K
Koshinski Asset Management, Inc. 0.02% Add +2.7% 755 $371K
McKinley Carter Wealth Services, Inc. 0.02% Add +0.1% 751 $369K
Resurgent Financial Advisors LLC 0.10% Reduce -6.8% 751 $369K
Baker Tilly Wealth Management, LLC 0.08% Reduce -0.7% 748 $367K
Segment Wealth Management, LLC 0.02% Reduce -2.1% 747 $367K
Atticus Wealth Management, LLC 0.09% Add +1.4% 745 $366K
Pembroke Management, LTD 0.05% Reduce -0.4% 739 $363K
Essential Planning, LLC. 0.10% No change 738 $362K
Liberty Wealth Management LLC 0.05% No change 866 $361K
Zhang Financial LLC 0.01% Add +33.9% 734 $361K
Horizon Family Wealth, Inc. 0.16% Add +0.3% 733 $360K
Everett Harris & Co. 0.00% No change 732 $360K
Bell Bank 0.01% Add +0.3% 728 $358K
HCR Wealth Advisors 0.03% Reduce -0.1% 727 $357K
Saxony Capital Management, LLC 0.16% Add +22.9% 725 $356K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -0.1% 722 $355K
Renasant Bank 0.23% Reduce -17.1% 721 $354K
Private Wealth Partners, LLC 0.03% Add +16.1% 720 $354K
MBL Wealth, LLC 0.02% Add +28.2% 719 $353K
Strategy Asset Managers LLC 0.05% Add +8.3% 718 $353K
EPG Wealth Management LLC 0.08% Add +0.1% 718 $353K
Cornerstone Wealth Group, LLC 0.02% Add +14.9% 715 $351K
Ellevest, Inc. 0.04% Add +10.9% 713 $350K
Intrust Bank NA 0.03% No change 708 $348K
Soltis Investment Advisors LLC 0.02% Reduce -1.7% 705 $346K
Advisor OS, LLC 0.02% Add +0.7% 701 $344K
Compass Wealth Management LLC 0.07% New 700 $344K
Atwood & Palmer Inc. 0.02% No change 700 $344K
Rasp Wealth Solutions, LLC 0.11% — 699 $343K
Hancock Whitney Corp. 0.01% Reduce -1.4% 695 $341K
Abacus Planning Group, Inc. 0.04% Add +0.7% 695 $341K
Red Door Wealth Management, LLC 0.03% New 693 $340K
B. Riley Wealth Advisors, Inc. 0.02% Add +23.7% 709 $340K
Rossby Financial, LCC 0.06% Add +35.4% 693 $340K
Graetz Wealth LLC 0.27% No change 692 $340K
Human Investing LLC 0.04% Reduce -2.8% 692 $340K
Four Tree Island Advisory LLC 0.11% No change 687 $337K
Hilltop Holdings Inc. 0.03% Reduce -0.3% 684 $336K
Financial Insights, Inc. 0.09% Reduce -2.3% 681 $334K
Maple Capital Management, Inc. 0.02% Reduce -5.9% 681 $334K
Wealth Preservation Advisors, LLC 0.19% Reduce -0.9% 676 $332K
MJP Associates Inc. 0.04% Add +2.7% 674 $331K
Beacon Capital Management, LLC 0.05% Add +0.3% 670 $329K
Ifrah Financial Services, Inc. 0.08% Add +3.7% 665 $327K
American Institute for Advanced Investment Management, LLP 0.19% No change 665 $327K
Woodley Farra Manion Portfolio Management Inc. 0.02% Add +0.3% 664 $326K
Nwam LLC 0.02% Reduce -1.1% 662 $325K
NorthRock Partners, LLC 0.00% Reduce -2.1% 660 $324K
KMG Fiduciary Partners, LLC 0.03% Reduce -2.4% 660 $324K
Summit Wealth & Retirement Planning, Inc. 0.07% Reduce -17.0% 658 $323K
Eastern Bank 0.00% Reduce -95.8% 656 $322K
Cromwell Holdings LLC 0.14% No change 651 $320K
Taylor Financial Group, Inc. 0.18% Reduce -5.8% 650 $319K
Oppenheimer Asset Management Inc. 0.00% Add +10.2% 650 $319K
TRUE Private Wealth Advisors 0.03% Reduce -0.5% 648 $318K
TRB Wealth Management, LLC 0.04% Add +5.4% 648 $318K
Richardson Financial Services Inc. 0.18% Reduce -64.8% 648 $318K
Destination Wealth Management 0.01% Reduce -16.4% 647 $318K
MTM Financial Group, LLC 0.13% Reduce -7.3% 640 $314K
Quantum Financial Advisors, LLC 0.03% Reduce -4.2% 638 $313K
Signature Estate & Investment Advisors LLC 0.01% Add +4.3% 638 $313K
Marathon Strategic Advisors, LLC 0.18% Reduce -3.3% 636 $312K
May Hill Capital, LLC 0.07% Add +16.7% 636 $312K
Intrepid Capital Management Inc. 0.13% Add +10.1% 635 $312K
Five Oceans Advisors 0.10% Reduce -1.2% 635 $312K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.07% Add +1.1% 635 $312K
Plancorp, LLC 0.01% Reduce -0.8% 648 $311K
Cidel Asset Management Inc. 0.01% Reduce -94.1% 633 $311K
Stonebridge Capital Advisors LLC 0.02% Reduce -7.3% 632 $310K
Root Financial Partners, LLC 0.01% Add +112.5% 631 $310K
Rwa Wealth Partners, LLC 0.00% Add +8.2% 631 $310K
Diversified Management Inc. 0.07% Reduce -1.1% 630 $309K
Capital Group Private Client Services, Inc. 0.00% New 630 $309K
Ninety One SA (Pty) Ltd 0.02% Reduce -27.4% 627 $309K
Crew Capital Management, Ltd 0.17% No change 628 $308K
Formidable Asset Management, LLC 0.05% No change 739 $308K
Boreal Capital Management LLC 0.26% Add +20.2% 625 $307K
New Republic Capital, LLC 0.07% New 624 $307K
Triad Wealth Partners, LLC 0.02% New 663 $306K
Cooper Financial Group 0.03% Reduce -0.6% 622 $306K
Braun-Bostich & Associates Inc. 0.17% Reduce -2.0% 622 $306K
Tradition Wealth Management, LLC 0.02% Add +2.1% 622 $306K
Impact Investors, Inc 0.22% Add +10.1% 621 $305K
Legacy Wealth Partners, LLC 0.07% Add +2.0% 621 $305K
Joel Isaacson & Co., LLC 0.01% No change 620 $305K
Berkeley Capital Partners, LLC 0.06% Add +0.8% 617 $303K
LaSalle St. Investment Advisors, LLC 0.04% Add +1.8% 617 $303K
Rothschild Wealth LLC 0.02% New 616 $303K
Delta Investment Management, LLC 0.05% Add +20.6% 615 $302K
Optas, LLC 0.04% Add +1.3% 614 $302K
R Squared Ltd 0.16% New 613 $301K
First Foundation Advisors 0.01% Reduce -8.7% 610 $300K
Hexagon Capital Partners LLC 0.04% Add +12.2% 609 $299K
Harbour Investments, Inc. 0.00% Add +3.6% 609 $299K
Greenline Wealth Management LLC 0.25% Add +16.5% 608 $299K
Solutions 4 Wealth, Ltd 0.38% No change 607 $298K
Patriot Financial Group Insurance Agency, LLC 0.03% Reduce -49.0% 607 $298K
Alpha Family Trust 0.12% No change 605 $297K
Victory Financial Group, LLC 0.03% Add +13.1% 604 $297K
CYBER HORNET ETFs LLC 0.17% Reduce -1.1% 601 $295K
Genesee Capital Advisors, LLC 0.09% Reduce -3.4% 600 $295K
Hudock, Inc. 0.04% Reduce -0.2% 600 $295K
Hemenway Trust Co LLC 0.02% No change 600 $295K
Precedent Wealth Partners, LLC 0.05% New 596 $293K
Falcon Wealth Planning 0.02% Reduce -0.5% 593 $291K
Oslo Pensjonsforsikring AS 0.03% No change 591 $290K
Axxcess Wealth Management, LLC 0.00% New 590 $290K
Markin Volterra Fund LP 0.98% New 589 $289K
Keyes, Stange & Wooten Wealth Management, LLC 0.12% Reduce -1.7% 589 $289K
Triangle Securities Wealth Management 0.06% No change 583 $286K
Flynn Zito Capital Management, LLC 0.08% No change 582 $286K
First National Bank of Omaha 0.01% No change 580 $285K
Luts & Greenleigh Group, Inc. 0.21% No change 578 $284K
Harrington Investments, INC 0.14% Reduce -36.8% 575 $282K
Nordwand Advisors, LLC 0.04% No change 575 $282K
North Star Investment Management Corp. 0.02% Add +1.4% 575 $282K
Trustco Bank Corp. N Y 0.20% No change 570 $280K
bLong Financial, LLC 0.18% No change 570 $280K
Allegiance Financial Group Advisory Services LLC 0.05% New 570 $280K
Sigma Planning Corp 0.01% Add +15.6% 570 $280K
Naples Global Advisors, LLC 0.02% No change 569 $279K
Duncker Streett & Co. Inc. 0.05% No change 568 $279K
Schnieders Capital Management, Llc. 0.04% Add +0.2% 568 $279K
Wendell David Associates Inc. 0.03% No change 565 $278K
GTS Securities LLC 0.01% Reduce -56.5% 565 $278K
Cambient Family Office, LLC 0.03% Add +2.9% 564 $277K
First Heartland Consultants, Inc. 0.02% New 562 $276K
Snowwater Investment Partners, LLC 0.19% New 559 $275K
Athena Wealth Management, LLC 0.20% New 558 $274K
Heartwood Wealth Advisors LLC 0.02% No change 558 $274K
Smithfield Trust Co 0.01% Reduce -8.4% 557 $274K
LGL Partners, LLC 0.10% Add +0.2% 555 $273K
1248 Management, LLC 0.11% No change 553 $272K
Thomasville National Bank 0.01% — 552 $271K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 551 $271K
AlphaGrep UK Ltd 0.08% Add +3.0% 551 $271K
Baker Boyer National Bank 0.07% Reduce -10.7% 551 $271K
Athena Investment Management 0.16% Reduce -13.1% 550 $270K
Agf Management Ltd. 0.00% No change 550 $270K
LVM Capital Management Ltd. 0.02% No change 550 $270K
Bolthouse Investments, LLC 0.22% No change 547 $269K
Blalock Williams, LLC 0.17% Reduce -2.9% 546 $268K
Van Cleef Asset Management,Inc 0.03% No change 545 $268K
Home Federal Bank of Tennessee 0.06% New 545 $268K
NovaPoint Capital, LLC 0.06% New 545 $268K
State of Wyoming 0.03% Reduce -33.1% 545 $268K
Woodmont Investment Counsel LLC 0.01% Add +4.8% 544 $267K
Ingalls & Snyder LLC 0.01% No change 544 $267K
21 West Wealth Management LLC 0.23% No change 543 $267K
Cottage Street Advisors LLC 0.10% Add +6.5% 543 $267K
Forum Private Client Group LLC 0.08% Add +0.9% 542 $266K
Procyon Advisors, LLC 0.01% Reduce -9.2% 541 $266K
American National Bank of Texas 0.24% No change 541 $266K
Gables Capital Management Inc. 0.10% Add +38.4% 541 $266K
TCI Wealth Advisors, Inc. 0.01% Reduce -0.2% 541 $266K
Bank of Marin 0.18% Reduce -14.7% 539 $265K
Klingenstein Fields & Co. LP 0.01% New 539 $265K
Sentry LLC 0.07% New 538 $264K
Balboa Wealth Partners 0.04% Reduce -6.9% 538 $264K
United Advisor Group, LLC 0.03% Reduce -20.8% 538 $264K
Independent Wealth Network Inc. 0.07% No change 537 $264K
Sbe LLC Dba Cedar Cove Wealth Partners 0.12% Add +0.9% 536 $263K
Mayfair Advisory Group, LLC 0.08% New 547 $263K
SHP Wealth Management 0.02% Reduce -4.6% 534 $262K
West Family Investments, Inc. 0.08% New 534 $262K
NFSG Corp 0.03% Reduce -2.6% 532 $261K
Unify Financial Advisors 0.24% No change 530 $260K
MW Advisory, LLC 0.10% — 528 $259K
Gallacher Capital Management LLC 0.15% Reduce -26.6% 528 $259K
Horizon Investment Services, LLC 0.07% No change 527 $259K
Symmetry Partners, LLC 0.01% New 525 $258K
ShankerValleau Wealth Advisors, Inc. 0.07% No change 523 $257K
Acorn Wealth Advisors, LLC 0.06% Add +0.2% 523 $257K
Townsquare Capital LLC 0.05% Add +7.2% 522 $256K
Western Reserve Capital Management, LLC 0.19% No change 517 $254K
Titleist Asset Management, LLC 0.02% Add +5.3% 515 $253K
ZEGA Investments, LLC 0.04% New 514 $252K
CenterBook Partners LP 0.01% Reduce -39.4% 514 $252K
Allied Private Wealth LLC 0.16% — 532 $251K
Berkshire Asset Management LLC 0.01% Add +3.9% 511 $251K
Gainline Financial Partners, LLC 0.23% — 510 $250K
Gladwyn Financial Advisors, Inc. 0.16% No change 509 $250K
Clifford Group, LLC 0.17% No change 507 $249K
Ackerman Capital Advisors, LLC 0.05% No change 507 $249K
First National Advisers, LLC 0.04% Reduce -8.3% 507 $249K
First American Trust, FSB 0.01% New 507 $249K
Wedge Capital Management L L P 0.00% Reduce -9.6% 506 $249K
nVerses Capital, LLC 0.38% New 506 $249K
Ausdal Financial Partners, Inc. 0.01% Reduce -26.4% 506 $248K
Focused Alpha, LLC 0.06% New 505 $248K
Hudson Capital Management LLC 0.06% Add +0.8% 504 $248K
Pekin Hardy Strauss, Inc. 0.02% No change 502 $247K
Upper Left Wealth Management, LLC 0.14% New 500 $246K
Quantum Financial Partners LLC 0.13% — 500 $246K
Freestone Capital Holdings, LLC 0.01% Reduce -14.7% 500 $246K
Klingman & Associates, LLC 0.01% New 499 $245K
Northwest Wealth Management, LLC 0.03% No change 499 $245K
Roman Butler Fullerton & Co. 0.06% Add +0.2% 511 $245K
Maripau Wealth Management LLC 0.09% Reduce -8.1% 498 $245K
Asset One Wealth Management LLC 0.03% Reduce -16.9% 507 $243K
Aspiring Ventures, LLC 0.06% No change 495 $243K
South Street Advisors LLC 0.03% No change 495 $243K
Revolve Wealth Partners, LLC 0.03% New 494 $243K
Pacifica Partners Inc. 0.07% No change 507 $242K
Earned Wealth Advisors, LLC 0.02% Reduce -48.0% 493 $242K
Newman Dignan & Sheerar, Inc. 0.05% No change 492 $242K
Auxano Advisors, LLC 0.05% New 491 $241K
Wealth Management Associates, Inc. 0.07% Reduce -38.1% 486 $239K
Foster & Motley Inc. 0.01% Reduce -17.3% 484 $238K
Dopkins Wealth Management, LLC 0.09% No change 484 $238K
Jacobsen Capital Management 0.07% No change 484 $238K
Cadinha & Co. LLC 0.04% New 484 $238K
Ibex Wealth Advisors 0.02% Reduce -2.0% 483 $237K
Sagewood Asset Management LP 0.05% New 482 $237K
Uniting Wealth Partners, LLC 0.05% Reduce -8.0% 482 $237K
Kovack Advisors, Inc. 0.01% New 480 $236K
Allen Capital Group, LLC 0.02% New 480 $236K
Drive Wealth Management, LLC 0.04% New 479 $236K
SteelPeak Wealth, LLC 0.01% New 476 $234K
Succession Financial, Inc. 0.23% — 474 $233K
Paragon Private Wealth Management, LLC 0.06% New 474 $233K
CRA Financial Services, LLC 0.03% Add +1.5% 474 $233K
Synergy Asset Management, LLC 0.02% New 474 $233K
Benchmark Financial Wealth Advisors, LLC 0.06% New 471 $231K
Heritage Wealth Management, Inc. 0.06% New 470 $231K
Permanent Capital Management, LP 0.03% No change 467 $229K
Manchester Capital Management LLC 0.03% Reduce -1.9% 467 $229K
Baldwin Wealth Partners LLC 0.01% New 466 $229K
Greenfield Savings Bank 0.09% New 465 $228K
Belpointe Asset Management LLC 0.01% New 465 $228K
Cathy Pareto & Associates, Inc. 0.13% New 465 $228K
Marin Bay Wealth Advisors, LLC 0.12% Reduce -8.3% 462 $227K
1832 Asset Management L.P. 0.00% Reduce -74.2% 461 $226K
Venturi Wealth Management, LLC 0.01% New 458 $225K
ELCO Management Co., LLC 0.10% Reduce -6.5% 458 $225K
New World Advisors LLC 0.04% New 455 $223K
Northwest Quadrant Wealth Management, LLC 0.04% New 454 $223K
Charter Research & Investment Group, Inc. 0.13% New 450 $221K
Kestra Investment Management, LLC 0.00% New 449 $221K
Aventura Private Wealth, LLC 0.07% Add +12.0% 448 $220K
Prelude Capital Management, LLC 0.02% New 444 $218K
Certified Advisory Corp 0.02% New 444 $218K
Atlas Capital Advisors Inc. 0.02% No change 441 $217K
Voya Financial Advisors, Inc. 0.02% Reduce -20.1% 449 $216K
LeConte Wealth Management, LLC 0.12% New 439 $216K
TritonPoint Partners, LLC 0.02% Reduce -76.5% 438 $215K
Stratos Wealth Advisors, LLC 0.01% New 438 $215K
Kingdom Financial Group LLC. 0.05% Add +22.9% 434 $213K
Evergreen Private Wealth LLC 0.08% Reduce -1.8% 433 $213K
55 North Private Wealth, LLC 0.04% New 433 $213K
Sovran Advisors, LLC 0.02% Add +3.9% 452 $212K
MBA Advisors LLC 0.07% New 432 $212K
Tritonpoint Wealth, LLC 0.02% New 431 $212K
Jackson Thornton Wealth Management, LLC 0.02% New 429 $211K
Westover Capital Advisors, LLC 0.03% New 427 $210K
Westfuller Advisors, LLC 0.08% Reduce -4.5% 427 $210K
BSW Wealth Partners 0.02% New 426 $209K
Clear Creek Financial Management, LLC 0.01% New 426 $209K
Courier Capital LLC 0.01% New 426 $209K
Pinkerton Wealth, LLC 0.02% Reduce -14.6% 499 $208K
Johnson Financial Group, Inc. 0.01% Reduce -1.9% 422 $208K
Fi3 FINANCIAL ADVISORS, LLC 0.05% New 2,118 $207K
Almanack Investment Partners, LLC. 0.03% New 421 $207K
Burkett Asset Management Ltd 0.19% New 420 $206K
New Covenant Trust Company, N.A. 0.16% New 420 $206K
Southland Equity Partners LLC 0.04% New 420 $206K
Members Trust Co 0.01% New 420 $206K
FSM Wealth Advisors, LLC 0.02% New 420 $206K
LCNB Corp. 0.06% New 419 $206K
Smith, Moore & Co. 0.01% New 418 $205K
DUTCH ASSET Corp 0.10% New 417 $205K
Tactive Advisors, LLC 0.05% New 417 $205K
E Fund Management (Hong Kong) Co., Ltd. 0.07% Add +1385.7% 416 $204K
PCG Asset Management, LLC 0.15% New 415 $204K
Intrua Financial, LLC 0.02% New 412 $203K
Global Wealth Strategies & Associates 0.04% Add +2.0% 411 $202K
Correct Capital Wealth Management 0.03% New 411 $202K
Redwood Family Wealth LLC 0.18% New 410 $202K
Essential Partners LLC 0.09% Reduce -79.8% 410 $201K
L. Roy Papp & Associates, LLP 0.02% New 410 $201K
Levin Capital Strategies, L.P. 0.01% New 410 $201K
MLG Wealth Management DBA Pine Grove Financial Group 0.02% New 409 $201K
Retirement Income Solutions, Inc. 0.03% No change 482 $201K
BCM Advisors, LLC 0.04% No change 417 $201K
Bangor Savings Bank 0.01% No change 400 $196K
Southern Michigan Bank & Trust 0.07% No change 393 $193K
Westpac Banking Corp. 0.01% Reduce -21.4% 381 $187K
Trust Co. of Vermont 0.01% — 380 $187K
GW&K Investment Management, LLC 0.00% Reduce -1.1% 364 $179K
Steigerwald, Gordon & Koch Inc. 0.02% No change 364 $179K
Anchor Investment Management, LLC 0.01% Add +1.7% 364 $179K
GoalVest Advisory LLC 0.03% No change 350 $172K
Harbor Investment Advisory, LLC 0.01% Add +22.6% 326 $160K
DiNuzzo Private Wealth, Inc. 0.02% No change 324 $159K
City State Bank 0.04% No change 315 $155K
Cape Investment Advisory, Inc. 0.04% New 312 $153K
Transamerica Financial Advisors, LLC 0.01% Reduce -10.1% 310 $152K
American National Bank & Trust 0.01% No change 310 $152K
Highland Investment Advisors LLC 0.07% — 310 $152K
GHP Investment Advisors, Inc. 0.01% No change 305 $150K
Crewe Advisors LLC 0.01% Add +0.3% 296 $145K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Add +43.4% 294 $144K
First United Bank & Trust 0.04% No change 292 $143K
Alphadyne Asset Management LP 0.01% Reduce -33.6% 278 $137K
Nova Wealth Management, Inc. 0.07% New 269 $132K
Silver Grove Financial Group, Inc. 0.07% Add +426.0% 263 $129K
SOA Wealth Advisors, LLC. 0.02% Add +5341.8% 11,972 $129K
Princeton Global Asset Management LLC 0.02% Add +502.3% 259 $127K
Field & Main Bank 0.03% Reduce -56.1% 257 $126K
Strategic Investment Advisors / MI 0.01% New 251 $123K
PlanVest Financial, Inc 0.08% No change 250 $123K
Fortitude Family Office, LLC 0.02% Add +145.5% 248 $122K
Wealth Enhancement Trust Services, Inc. 0.01% Reduce -0.8% 248 $122K
Westside Investment Management, Inc. 0.02% Reduce -0.4% 240 $118K
Foster Dykema Cabot & Partners, LLC 0.01% No change 239 $117K
Hazlett, Burt & Watson, Inc. 0.03% No change 235 $115K
Salomon & Ludwin, LLC 0.01% Reduce -2.5% 236 $114K
Pingora Partners LLC 0.07% No change 230 $113K
Motco 0.01% Reduce -8.0% 229 $112K
Hickory Point Bank & Trust 0.07% No change 225 $111K
Financial Perspectives, Inc 0.03% No change 225 $111K
Quarry LP 0.02% Add +51.7% 220 $108K
First Command Advisory Services, Inc. 0.00% Reduce -26.5% 216 $106K
Toth Financial Advisory Corp. 0.01% Reduce -1.4% 216 $106K
PFS Partners, LLC 0.04% Add +0.5% 208 $102K
Bell Investment Advisors, Inc 0.01% Add +1.0% 205 $101K
Abound Wealth Management 0.02% Reduce -8.6% 203 $100K
MV Capital Management, Inc. 0.01% Add +3.1% 202 $99K
Synergy Investment Management, LLC 0.02% Add +189.2% 214 $99K
Glen Eagle Advisors, LLC 0.01% Add +150.0% 200 $98K
Knuff & Co LLC 0.02% Add +19.8% 200 $98K
Crews Bank & Trust 0.01% No change 200 $98K
Farmers & Merchants Investments Inc. 0.00% Add +7.0% 200 $98K
Peoples Financial Services Corp. 0.04% No change 200 $98K
Caitlin John, LLC 0.05% Add +11.9% 198 $97K
Keating Financial Advisory Services, Inc. 0.01% Add +22.6% 190 $93K
Owl Creek Wealth Partners LLC 0.03% Add +2.8% 184 $90K
HHM Wealth Advisors, LLC 0.01% Reduce -7.1% 182 $89K
General Partner, Inc. 0.05% No change 182 $89K
Indiana Trust & Investment Management Co 0.02% No change 179 $88K
Cornerstone Planning Group LLC 0.01% Reduce -4.7% 181 $86K
Financially Speaking Inc 0.40% No change 200 $83K
Davis Capital Management 0.05% Add +16.8% 167 $82K
Capital Advisors, Ltd. LLC 0.01% Reduce -10.2% 167 $82K
Moisand Fitzgerald Tamayo, LLC 0.01% Add +21.5% 164 $81K
Financial Consulate, Inc. 0.01% No change 160 $79K
JFS Wealth Advisors, LLC 0.00% Add +1.3% 158 $78K
Strategic Wealth Advisors LLC 0.07% No change 198 $77K
Intesa Sanpaolo Wealth Management 0.02% No change 155 $76K
LifeSteps Financial, Inc. 0.03% New 151 $74K
Pinney & Scofield, Inc. 0.04% No change 150 $74K
Beacon Investment Advisory Services, Inc. 0.00% No change 150 $74K
Medallion Wealth Advisors, LLC 0.02% Reduce -5.1% 149 $73K
LRI Investments, LLC 0.01% Reduce -0.1% 40,178 $72K
JNBA Financial Advisors 0.01% Add +2.9% 144 $71K
Principia Wealth Advisory, LLC 0.04% Add +741.2% 143 $70K
TFC Financial Management, Inc. 0.01% Add +1.4% 142 $70K
Bollard Group LLC 0.00% No change 138 $68K
Millstone Evans Group, LLC 0.04% Reduce -78.2% 138 $68K
Old Second National Bank of Aurora 0.01% No change 135 $66K
Cassaday & Co Wealth Management LLC 0.00% Add +1.5% 135 $66K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.20% Reduce -70.9% 134 $66K
Palladiem, LLC 0.06% Add +0.8% 126 $62K
Morse Asset Management, Inc 0.01% No change 125 $61K
Archer Investment Corp 0.01% Add +0.8% 124 $61K
BankPlus Trust Department 0.01% No change 123 $60K
Private Wealth Asset Management, LLC 0.01% No change 123 $60K
Rosenberg Matthew Hamilton 0.01% No change 122 $60K
Barrett & Company, Inc. 0.02% No change 120 $59K
Axiom Investment Management LLC 0.04% Reduce -0.8% 119 $58K
DHJJ Financial Advisors, Ltd. 0.02% No change 115 $56K
Frazier Financial Advisors, LLC 0.03% Add +41.3% 113 $56K
Private Wealth Management Group, LLC 0.01% No change 113 $56K
Horizon Financial Services, LLC 0.02% Add +20.2% 113 $56K
Key Financial Inc 0.01% No change 109 $54K
Leo H. Evart, Inc. 0.04% Reduce -20.7% 107 $53K
Golden State Wealth Management, LLC 0.00% Add +7.1% 106 $52K
KERR FINANCIAL PLANNING Corp 0.06% No change 102 $50K
Delta Asset Management LLC 0.00% No change 102 $50K
Align Financial, LLC 0.02% No change 100 $49K
Pinnacle Bancorp, Inc. 0.01% No change 100 $49K
Flagship Wealth Advisors, LLC 0.01% No change 100 $49K
Godsey & Gibb, Inc. 0.00% No change 100 $49K
Pittenger & Anderson Inc. 0.00% No change 100 $49K
Piscataqua Savings Bank 0.03% No change 100 $49K
Fiduciary Financial Advisors 0.00% New 102 $48K
Deseret Mutual Benefit Administrators 0.02% Add +92.0% 96 $47K
Tradewinds Capital Management, LLC 0.01% No change 95 $47K
Sachetta, LLC 0.02% Add +12.1% 93 $46K
Clean Yield Group 0.01% No change 92 $45K
Creative Financial Designs Inc. 0.00% No change 90 $44K
Walsh & Associates, LLC 0.04% No change 90 $44K
Highline Wealth Partners LLC 0.01% Add +7.4% 87 $43K
Capital Analysts, LLC 0.00% Reduce -59.7% 85 $42K
Bogart Wealth, LLC 0.00% Add +16.4% 85 $42K
Physician Wealth Advisors, Inc. 0.00% Add +3.8% 82 $40K
Avion Wealth 0.01% Add +48.2% 83 $40K
Maryland Capital Advisors Inc. 0.01% — 81 $40K
Financial Network Wealth Advisors LLC 0.04% Add +32.8% 81 $40K
Arlington Trust Co LLC 0.00% Reduce -5.8% 81 $40K
Tiaa Trust, National Association 0.00% No change 81 $40K
Kemnay Advisory Services Inc. 0.00% Add +8.2% 79 $39K
Bruce G. Allen Investments, LLC 0.02% Add +541.7% 77 $38K
JPL Wealth Management, LLC 0.01% Add +7.0% 76 $37K
Raffa Wealth Management, LLC 0.00% Reduce -2.7% 71 $35K
Halbert Hargrove Global Advisors, LLC 0.00% Add +4.5% 69 $34K
WPG Advisers, LLC 0.02% Add +51.1% 68 $33K
Elevation Wealth Partners, LLC 0.01% Add +153.8% 66 $32K
Creative Capital Management Investments LLC 0.01% Add +29.4% 66 $32K
True Wealth Design, LLC 0.01% Add +6.6% 65 $32K
Joseph Group Capital Management 0.01% Add +26.0% 63 $31K
Elequin Capital, LP 0.01% New 62 $30K
Covestor Ltd 0.02% Reduce -55.5% 61 $30K
Icon Advisers Inc. 0.01% New 60 $29K
Wilkerson Advisory Group LLC 0.01% Reduce -1.7% 58 $28K
Dunhill Financial, LLC 0.01% Add +50.0% 57 $28K
Cornerstone Financial Management LLC 0.02% Add +60.0% 56 $28K
Signature Equity Partners, LLC 0.01% Reduce -39.1% 56 $27K
SJS Investment Consulting Inc. 0.00% Add +111.5% 55 $27K
Bayforest Capital Ltd 0.03% Add +1275.0% 55 $27K
Financial Gravity Companies, Inc. 0.00% — 54 $27K
1620 Investment Advisors, Inc. 0.02% Add +15.2% 53 $26K
Ares Financial Consulting, LLC 0.02% No change 53 $26K
United Community Bank 0.01% No change 52 $26K
Hughes Financial Services, LLC 0.00% Add +20.9% 52 $26K
Park Place Capital Corp 0.00% Reduce -3.9% 50 $25K
SouthState Bank Corp 0.00% Add +6.5% 49 $24K
Tounjian Advisory Partners, LLC 0.01% New 47 $23K
Winch Advisory Services, LLC 0.00% Add +2250.0% 47 $23K
Bare Financial Services, Inc 0.01% Add +95.8% 47 $23K
Hilton Head Capital Partners, LLC 0.01% Reduce -47.1% 46 $23K
Persistent Asset Partners Ltd 0.01% New 46 $23K
Greykasell Wealth Strategies, Inc. 0.01% No change 44 $22K
Purpose Unlimited Inc. 0.00% No change 40 $20K
Community Financial Services Group, LLC 0.00% No change 40 $19K
Marquette Asset Management, LLC 0.00% Reduce -9.5% 38 $19K
Burk Holdings LLC 0.01% No change 38 $19K
Roxbury Financial LLC 0.01% New 37 $18K
Olistico Wealth, LLC 0.01% No change 37 $18K
Aspect Partners, LLC 0.01% Reduce -12.2% 36 $18K
Eukles Asset Management 0.01% No change 35 $17K
Triumph Capital Management 0.00% No change 35 $17K
Albion Financial Group 0.00% No change 35 $17K
Phillip James Consulting Co. 0.01% No change 34 $17K
Coston, McIsaac & Partners 0.00% No change 33 $16K
Bay Harbor Wealth Management, LLC 0.00% Add +23.1% 32 $16K
Truvestments Capital LLC 0.00% No change 32 $16K
Citizens National Bank Trust Department 0.00% No change 32 $16K
Bayban 0.01% No change 31 $15K
Measured Wealth Private Client Group, LLC 0.00% No change 31 $15K
Buck Wealth Strategies, LLC 0.00% New 31 $15K
Mowery & Schoenfeld Wealth Management, LLC 0.02% No change 30 $15K
Gleason Group, Inc. 0.00% New 30 $15K
Quantbot Technologies LP 0.00% Reduce -99.5% 30 $15K
Rialto Wealth Management, LLC 0.00% Add +38.1% 29 $14K
TD Capital Management LLC 0.00% No change 28 $14K
Spectrum Wealth Advisory Group, LLC 0.00% New 28 $14K
Addison Advisors LLC 0.01% Reduce -97.1% 28 $14K
Stone House Investment Management, LLC 0.00% Add +21.7% 28 $14K
Strategic Wealth Partners, Ltd. 0.00% Reduce -17.6% 28 $14K
Y.D. More Investments Ltd 0.00% New 8,055 $13K
Evolution Wealth Management Inc. 0.01% Add +19.1% 25 $12K
Caldwell Sutter Capital, Inc. 0.00% No change 25 $12K
Kilter Group LLC 0.00% Reduce -3.9% 25 $12K
Costello Asset Management, INC 0.00% No change 25 $12K
Pacific Center for Financial Services 0.00% No change 25 $12K
Webster Bank, N. A. 0.00% Add +150.0% 25 $12K
Trust Co 0.00% Reduce -71.9% 25 $12K
Torren Management, LLC 0.01% No change 24 $12K
REAP Financial Group, LLC 0.00% No change 24 $12K
Brown, Lisle/Cummings, Inc. 0.00% Add +43.8% 23 $11K
Manning & Napier Advisors LLC 0.00% No change 23 $11K
Downshift Financial, LLC 0.00% New 22 $11K
Hollencrest Capital Management 0.00% No change 22 $11K
Elevated Capital Advisors, LLC 0.00% No change 21 $10K
IMA Advisory Services, Inc. 0.00% Add +10.5% 21 $10K
Roble, Belko & Company, Inc 0.00% No change 20 $10K
Barnes Dennig Private Wealth Management LLC 0.01% No change 20 $10K
IMG Wealth Management, Inc. 0.01% Add +25.0% 20 $10K
First Bancorp, Inc 0.00% New 20 $10K
Valued Wealth Advisors LLC 0.00% Add +18.8% 19 $9K
Ascentis Independent Advisors 0.03% Reduce -95.0% 19 $9K
Dogwood Wealth Management LLC 0.00% Add +18.8% 19 $9K
Prestige Wealth Management Group LLC 0.00% Add +20.0% 18 $9K
Planning Strategies Inc. 0.01% — 18 $9K
Country Trust Bank 0.00% No change 18 $9K
United Financial Planning Group LLC 0.00% New 17 $8K
Tompkins Financial Corp. 0.00% New 17 $8K
DT Investment Partners, LLC 0.00% No change 17 $8K
Tsfg, LLC 0.00% No change 15 $8K
Graney & King, LLC 0.00% New 16 $8K
High Note Wealth, LLC 0.00% Add +128.6% 16 $8K
BOK Financial Private Wealth, Inc. 0.00% New 16 $8K
Security National Bank 0.00% New 15 $7K
Trust Co. of Toledo NA 0.00% No change 15 $7K
Evelyn Partners Group Ltd 0.00% — 15 $7K
Decker Retirement Planning Inc. 0.00% New 14 $7K
Clark Wealth Partners 0.00% No change 14 $7K
Operose Advisors LLC 0.00% Reduce -81.3% 14 $7K
Provenance Wealth Advisors, LLC 0.00% New 14 $7K
Kelleher Financial Advisors 0.00% New 13 $6K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 13 $6K
Orion Capital Management LLC 0.00% No change 13 $6K
Benson Wealth Management INC 0.01% No change 12 $6K
YANKCOM Partnership 0.00% No change 12 $6K
VSM Wealth Advisory, LLC 0.00% No change 12 $6K
Vermillion Wealth Management, Inc. 0.00% Reduce -58.6% 12 $6K
Broadwater Capital Management LLC 0.00% No change 11 $5K
Fairscale Capital, LLC 0.00% No change 11 $5K
Osbon Capital Management LLC 0.00% No change 11 $5K
Gilpin Wealth Management, LLC 0.00% No change 10 $5K
Reyes Financial Architecture, Inc. 0.00% No change 10 $5K
American Capital Advisory, LLC 0.00% Add +25.0% 10 $5K
Ancora Advisors LLC 0.00% Reduce -85.9% 10 $5K
LGT Financial Advisors LLC 0.02% No change 10 $5K
HFM Investment Advisors, LLC 0.00% Add +80.0% 9 $4K
Prosperity Bancshares Inc 0.00% New 9 $4K
Ameriflex Group, Inc. 0.00% Reduce -30.8% 9 $4K
S&T Bank 0.00% No change 9 $4K
Cedar Mountain Advisors, LLC 0.00% No change 9 $4K
Altshuler Shaham Ltd 0.00% Reduce -10.0% 9 $4K
Rakuten Securities, Inc. 0.00% Add +33.3% 8 $4K
Activest Wealth Management 0.00% Reduce -85.7% 8 $4K
Asset Dedication, LLC 0.00% Add +75.0% 7 $3K
Sunrise Financial Services, LLC 0.00% No change 7 $3K
Key Capital Management, INC 0.00% New 7 $3K
Ogorek Anthony Joseph /NY/ 0.00% No change 7 $3K
Oakmont Advisory Group, LLC 0.00% New 6 $3K
MJT & Associates Financial Advisory Group, Inc. 0.00% New 6 $3K
Retirement Wealth Solutions LLC 0.00% Reduce -14.3% 6 $3K
Quaker Wealth Management, LLC 0.00% No change 6 $3K
Armstrong Advisory Group, Inc. 0.00% Reduce -66.7% 6 $3K
CBIZ Investment Advisory Services, LLC 0.00% No change 6 $3K
PayPay Securities Corp 0.06% Reduce -16.7% 5 $2K
Imprint Wealth LLC 0.01% No change 5 $2K
Kennebec Savings Bank 0.00% No change 5 $2K
Wolff Wiese Magana LLC 0.00% No change 5 $2K
Beaird Harris Wealth Management, LLC 0.00% No change 5 $2K
RMG Wealth Management LLC 0.00% No change 5 $2K
Murphy & Mullick Capital Management Corp 0.00% No change 4 $2K
Trifecta Capital Advisors, LLC 0.00% New 4 $2K
Chesapeake Asset Management LLC 0.00% New 4 $2K
Proathlete Wealth Management LLC 0.00% No change 4 $2K
DecisionPoint Financial, LLC 0.00% Add +100.0% 4 $2K
Investors Portfolio Services LLC 0.00% No change 3 $2K
Seneschal Advisors, LLC 0.00% No change 3 $1K
Godfrey Financial Associates, Inc. 0.00% No change 3 $1K
Fortis Group Advisors, LLC 0.00% New 3 $1K
N.E.W. Advisory Services LLC 0.00% New 3 $1K
PEAK6 LLC 0.00% Reduce -99.9% 2 $1K
Navigoe, LLC 0.00% New 3 $1K
CKW Financial Group 0.00% New 2 $1K
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 2 $983
Copia Wealth Management 0.00% New 2 $982
Noble Wealth Management PBC 0.00% New 2 $982
Lodestone Wealth Management LLC 0.00% No change 2 $982
Mascoma Wealth Management LLC 0.00% No change 2 $982
FWL Investment Management, LLC 0.00% New 2 $982
Redwood Park Advisors LLC 0.00% No change 1 $492
3 Factor Indexing, LLC 0.00% No change 1 $492
Breakwater Investment Management 0.00% No change 1 $492
ROSS\JOHNSON & Associates LLC 0.01% No change 1 $491
Timbuktu Capital Management, LLC 0.00% — 1 $491
Mosley Wealth Management 0.00% New 1 $491
Tidemark, LLC 0.00% No change 1 $491
Plante Moran Financial Advisors, LLC 0.00% Reduce -99.6% 1 $491
Cordant, Inc. 0.00% New 1 $444
Evolution Advisers, Inc. 0.00% New 1 $0

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