Totalenergies SE -Spon ADRTTE
13F holders, Q1 2024 (March 31)769holders
6famous investors
$68.84avg. 13F price*
At the end of Q1 2024, 769 institutions reported holding Totalenergies SE -Spon ADR (TTE) in their 13F filings. The largest holders were Fisher Asset Management ($1.5B), Aristotle Capital Management, LLC ($940.7M) and FMR LLC ($873.5M). 6 famous investors held it, including Ken Fisher (0.7% of Fisher Asset Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Totalenergies SE -Spon ADR
- CUSIP
- 89151E109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 84 | $199.4M |
| Exits | 55 | $110.9M |
Ownership 769 holders
| Fisher Asset Management | 0.70% | Add +3.7% | 21,920,909 | $1.5B |
| Aristotle Capital Management, LLC | 1.75% | Add +1037.5% | 13,666,717 | $940.7M |
| FMR LLC | 0.06% | Add +2.7% | 12,690,384 | $873.5M |
| T. Rowe Price Associates Inc. | 0.08% | Reduce -6.3% | 9,996,742 | $688.1M |
| Wellington Management Group LLP | 0.10% | Reduce -8.3% | 8,496,011 | $584.8M |
| Bank of America Corp. | 0.05% | Add +5.0% | 7,891,980 | $543.2M |
| Morgan Stanley | 0.04% | Add +12.0% | 7,041,109 | $484.6M |
| Wells Fargo & Company | 0.12% | Reduce -1.7% | 6,799,709 | $468.0M |
| Capital International Investors | 0.07% | Add +2.1% | 4,858,097 | $334.4M |
| Ameriprise Financial Inc. | 0.06% | Add +3.7% | 3,408,275 | $234.5M |
| Federated Hermes, Inc. | 0.50% | Reduce -20.9% | 3,152,337 | $217.0M |
| Royal Bank of Canada | 0.05% | Add +20.1% | 2,804,677 | $193.0M |
| Goldman Sachs Group Inc. | 0.04% | Add +7.5% | 2,787,130 | $191.8M |
| Envestnet Asset Management Inc. | 0.07% | Add +0.1% | 2,740,273 | $188.6M |
| Arrowstreet Capital, Limited Partnership | 0.17% | Reduce -28.8% | 2,708,828 | $186.4M |
| American Century Companies Inc. | 0.12% | Add +4.0% | 2,674,708 | $184.1M |
| Raymond James & Associates | 0.12% | Reduce -9.7% | 2,535,876 | $174.5M |
| Franklin Resources Inc. | 0.05% | Reduce -0.3% | 2,253,832 | $155.1M |
| Natixis Advisors, LLC | 0.33% | Add +5.1% | 2,088,945 | $143.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -17.1% | 2,055,017 | $141.4M |
| Clearbridge Investments, LLC | 0.11% | Add +1.6% | 2,039,311 | $140.4M |
| Equity Investment Corp. | 3.12% | Add +20.6% | 1,810,041 | $124.6M |
| Groupama Asset Managment | 2.22% | New | 1,834,743 | $120.9M |
| BlackRock Inc. | 0.00% | Reduce -0.9% | 1,365,268 | $94.0M |
| Rockefeller Capital Management L.P. | 0.27% | Add +6.2% | 1,337,817 | $92.1M |
| Northern Trust Corp. | 0.02% | Add +14.0% | 1,268,784 | $87.3M |
| LPL Financial LLC | 0.04% | Reduce -11.3% | 1,160,266 | $79.9M |
| Mackenzie Financial Corp. | 0.11% | Reduce -8.2% | 1,145,259 | $78.8M |
| Todd Asset Management LLC | 1.51% | Reduce -3.6% | 1,073,246 | $73.9M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -7.5% | 1,045,428 | $72.0M |
| Sound Shore Management Inc | 2.25% | Reduce -16.4% | 1,042,815 | $71.8M |
| Energy Income Partners, LLC | 1.43% | Add +8.8% | 1,014,779 | $69.8M |
| Sei Investments Co. | 0.09% | Add +158.2% | 928,103 | $63.9M |
| Miller Howard Investments Inc. | 1.90% | Reduce -1.2% | 841,665 | $57.9M |
| Stifel Financial Corp. | 0.06% | Reduce -12.9% | 712,474 | $49.0M |
| Teachers Retirement System of the State of Kentucky | 0.40% | Reduce -1.6% | 642,170 | $44.2M |
| Cullen Capital Management, LLC | 0.46% | Add +63.7% | 602,405 | $41.5M |
| Pacer Advisors, Inc. | 0.10% | Add +3.8% | 585,546 | $40.3M |
| Bank of New York Mellon Corp | 0.01% | Add +1.4% | 564,214 | $38.8M |
| Brandes Investment Partners, LP | 0.48% | Reduce -1.3% | 542,213 | $37.3M |
| Truist Financial Corp. | 0.05% | Reduce -19.5% | 515,802 | $35.5M |
| Barclays PLC | 0.02% | Add +816.5% | 503,368 | $34.6M |
| Moran Wealth Management, LLC | 1.07% | Add +20.1% | 479,703 | $33.0M |
| UBS Group AG | 0.01% | Reduce -32.4% | 456,391 | $31.4M |
| Jennison Associates LLC | 0.02% | Reduce -5.4% | 450,766 | $31.0M |
| BNP Paribas Financial Markets | 0.04% | Add +159211.0% | 434,919 | $29.9M |
| Citigroup Inc. | 0.03% | Reduce -1.7% | 431,938 | $29.7M |
| Bank of Montreal | 0.01% | Add +1.6% | 425,662 | $29.4M |
| Thornburg Investment Management Inc. | 0.37% | Reduce -2.0% | 378,954 | $26.3M |
| Aberdeen Group plc | 0.05% | Reduce -8.3% | 353,016 | $24.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.0% | 348,596 | $24.0M |
| Guardian Capital LP | 0.83% | Add +0.0% | 346,636 | $23.9M |
| Main Street Research LLC | 1.53% | Add +3.6% | 322,371 | $22.4M |
| Gabelli Funds LLC | 0.16% | Add +5.5% | 309,200 | $21.3M |
| National Bank of Canada | 0.04% | Add +25.7% | 275,983 | $20.4M |
| M&T Bank Corp | 0.07% | Add +38.4% | 292,678 | $20.1M |
| Wedge Capital Management L L P | 0.32% | Add +11.8% | 286,699 | $19.7M |
| STRS Ohio | 0.08% | No change | 286,000 | $19.7M |
| Invesco Ltd. | 0.00% | Add +6.2% | 260,920 | $18.0M |
| Epoch Investment Partners, Inc. | 0.07% | Reduce -2.3% | 240,849 | $16.6M |
| Townsend & Associates, Inc | 1.90% | Add +1.8% | 223,770 | $16.3M |
| Jones Financial Companies LLLP | 0.02% | Add +6.8% | 228,197 | $15.7M |
| Fayez Sarofim & Co | 0.05% | Reduce -9.1% | 225,759 | $15.5M |
| Cibc World Market Inc. | 0.04% | Add +23.0% | 217,924 | $15.0M |
| Cetera Investment Advisers | 0.04% | Add +105.0% | 215,737 | $14.8M |
| Cambiar Investors LLC | 0.55% | Reduce -6.8% | 215,595 | $14.8M |
| CI Investments Inc. | 0.06% | Reduce -36.7% | 215,000 | $14.8M |
| Ledyard National Bank | 1.42% | Reduce -0.2% | 213,405 | $14.7M |
| MML Investors Services, LLC | 0.05% | Reduce -9.8% | 191,445 | $13.2M |
| Euro Pacific Asset Management, LLC | 2.61% | Reduce -1.8% | 177,233 | $12.8M |
| TD Asset Management Inc | 0.01% | Add +3.4% | 178,744 | $12.3M |
| Parkwood LLC | 1.27% | Reduce -30.6% | 176,698 | $12.2M |
| Coronation Fund Managers Ltd. | 0.33% | Reduce -1.8% | 174,168 | $12.0M |
| Cerity Partners LLC | 0.03% | Add +223.4% | 171,480 | $11.8M |
| GTS Securities LLC | 0.30% | Add +1558.7% | 160,111 | $11.0M |
| Abn Amro Investment Solutions | 0.19% | New | 159,648 | $11.0M |
| Tweedy, Browne Co LLC | 0.51% | New | 157,657 | $10.9M |
| Allied Investment Advisors, LLC | 2.51% | Add +2.5% | 150,777 | $10.4M |
| Janney Montgomery Scott LLC | 0.03% | Add +4.5% | 150,086 | $10.3M |
| American Assets Investment Management, LLC | 0.98% | No change | 150,000 | $10.3M |
| Advisors Management Group Inc. | 2.47% | Reduce -0.5% | 144,760 | $10.0M |
| Zions Bancorporation, N.A. | 0.72% | Reduce -17.3% | 142,228 | $9.8M |
| Old Mission Capital LLC | 0.24% | New | 141,483 | $9.7M |
| O'Brien Greene & Co. Inc | 3.21% | Reduce -1.0% | 141,329 | $9.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +5.8% | 133,775 | $9.2M |
| Keating Investment Counselors Inc. | 2.96% | Reduce -19.7% | 133,713 | $9.2M |
| Guardian Capital Advisors LP | 0.98% | Add +28.8% | 127,328 | $9.1M |
| QRG Capital Management, Inc. | 0.11% | Reduce -14.7% | 128,724 | $8.9M |
| Assetmark, Inc. | 0.03% | Add +14.2% | 127,494 | $8.8M |
| Creative Planning | 0.01% | Add +3.7% | 127,302 | $8.8M |
| Mariner, LLC | 0.02% | Add +2.5% | 126,455 | $8.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +9.8% | 123,949 | $8.5M |
| Salem Investment Counselors Inc. | 0.28% | Reduce -0.3% | 122,411 | $8.5M |
| 1832 Asset Management L.P. | 0.02% | Reduce -19.4% | 123,772 | $8.5M |
| Bfsg, LLC | 1.12% | Reduce -2.8% | 123,327 | $8.5M |
| Manning & Napier Group, LLC | 0.11% | Reduce -8.4% | 122,229 | $8.4M |
| Massachusetts Financial Services Co. | 0.00% | Add +3.5% | 122,091 | $8.4M |
| DAVENPORT & Co LLC | 0.05% | Reduce -12.4% | 120,633 | $8.3M |
| Altrius Capital Management Inc | 2.07% | Add +10.1% | 119,593 | $8.2M |
| Corient Private Wealth LP | 0.01% | Reduce -1.8% | 116,528 | $8.0M |
| ZWJ Investment Counsel Inc. | 0.36% | Reduce -15.2% | 115,158 | $7.9M |
| Crossmark Global Holdings, Inc. | 0.15% | Reduce -1.9% | 114,550 | $7.9M |
| O'shaughnessy Asset Management, LLC | 0.09% | Add +2.7% | 113,603 | $7.8M |
| Cwm, LLC | 0.04% | Reduce -7.2% | 112,471 | $7.7M |
| GQG Partners LLC | 0.01% | Add +0.6% | 109,832 | $7.6M |
| Silvercrest Asset Management Group LLC | 0.05% | Add +8.9% | 107,644 | $7.4M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -1.5% | 105,228 | $7.2M |
| Timber Creek Capital Management LLC | 2.26% | Reduce -6.5% | 105,211 | $7.2M |
| Cadence Bank | 0.51% | Reduce -1.1% | 102,677 | $7.1M |
| Willis Investment Counsel | 0.48% | No change | 102,443 | $7.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.1% | 93,081 | $6.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.1% | 92,990 | $6.4M |
| Eastover Investment Advisors LLC | 3.11% | New | 65,239 | $6.4M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -17.8% | 92,106 | $6.3M |
| Augustine Asset Management Inc. | 2.64% | Reduce -0.2% | 92,023 | $6.3M |
| Amova Asset Management Americas, Inc. | 0.06% | Reduce -6.6% | 90,551 | $6.2M |
| Ingalls & Snyder LLC | 0.28% | Add +6.5% | 89,952 | $6.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce 0.0% | 89,804 | $6.2M |
| Lowe Brockenbrough & Co. Inc. | 0.42% | Add +49.4% | 88,716 | $6.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +28.3% | 88,840 | $6.1M |
| Private Advisory Group LLC | 0.86% | Add +9.7% | 87,377 | $6.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -48.0% | 86,447 | $6.0M |
| US Bancorp \de | 0.01% | Reduce -15.6% | 84,097 | $5.8M |
| Synovus Financial Corp. | 0.07% | Add +0.9% | 83,066 | $5.7M |
| D.A. Davidson & Co. | 0.05% | Reduce -6.7% | 82,704 | $5.7M |
| Oppenheimer Asset Management Inc. | 0.08% | Add +1.1% | 82,617 | $5.7M |
| Raymond James Trust N.A. | 0.14% | Reduce -3.5% | 81,713 | $5.6M |
| Bourgeon Capital Management LLC | 1.09% | Reduce -0.1% | 80,721 | $5.6M |
| Hennessy Advisors Inc. | 0.23% | Reduce -4.7% | 79,900 | $5.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | No change | 79,000 | $5.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -2.3% | 78,253 | $5.4M |
| Quantinno Capital Management LP | 0.12% | Add +58.7% | 77,950 | $5.4M |
| First Bank & Trust | 1.11% | Add +0.0% | 77,823 | $5.4M |
| Dalton Investments, Inc. | 3.18% | Reduce -3.0% | 76,320 | $5.3M |
| NorthCoast Asset Management LLC | 0.07% | Reduce -2.2% | 76,141 | $5.2M |
| Flputnam Investment Management Co. | 0.11% | Add +3.5% | 75,508 | $5.2M |
| Wealth Advisors of Tampa Bay, LLC | 2.39% | Add +3.1% | 73,185 | $5.0M |
| TD Private Client Wealth LLC | 0.16% | Reduce -26.5% | 72,402 | $5.0M |
| Blair William & Co. | 0.02% | Add +3.6% | 71,219 | $4.9M |
| Rathbones Group PLC | 0.03% | Add +1139.8% | 71,150 | $4.9M |
| Ramirez Asset Management, Inc. | 0.95% | Reduce -24.0% | 68,445 | $4.7M |
| Barry Investment Advisors, LLC | 1.55% | Reduce -0.4% | 67,574 | $4.7M |
| Fred Alger Management, LLC | 0.02% | Add +15.4% | 67,524 | $4.6M |
| Martin Capital Partners, LLC | 1.76% | Reduce -1.9% | 66,505 | $4.6M |
| tru Independence LLC | 1.34% | Reduce -3.2% | 66,131 | $4.6M |
| Advisors Asset Management, Inc. | 0.09% | Add +3.7% | 65,942 | $4.5M |
| Weatherly Asset Management L. P. | 0.44% | Add +0.1% | 65,198 | $4.5M |
| Glenmede Trust Co. NA | 0.02% | Reduce -0.1% | 65,189 | $4.5M |
| Gilman Hill Asset Management, LLC | 0.79% | Add +2.7% | 64,010 | $4.4M |
| Aquatic Capital Management LLC | 0.14% | New | 63,300 | $4.4M |
| Tidal Investments LLC | 0.07% | Add +1.2% | 63,095 | $4.3M |
| Neuberger Berman Group LLC | 0.00% | Reduce -60.1% | 61,749 | $4.3M |
| Susquehanna International Group, LLP | 0.01% | Add +973.1% | 61,113 | $4.2M |
| Logan Capital Management Inc. | 0.18% | Add +14.5% | 60,748 | $4.2M |
| CIBC Asset Management Inc | 0.01% | Reduce -3.1% | 60,660 | $4.2M |
| Pictet North America Advisors SA | 0.47% | Reduce -20.1% | 60,540 | $4.2M |
| Forum Financial Management, LP | 0.07% | Add +2.6% | 60,482 | $4.2M |
| Hohimer Wealth Management, LLC | 0.97% | Reduce -0.9% | 60,042 | $4.1M |
| Tocqueville Asset Management L.P. | 0.07% | Add +29.6% | 59,212 | $4.1M |
| Garland Capital Management Inc. | 2.68% | Add +2.9% | 58,802 | $4.0M |
| JARISLOWSKY, FRASER Ltd | 0.02% | Reduce -7.2% | 58,714 | $4.0M |
| Banco Santander, S.A. | 0.05% | Add +124.9% | 57,615 | $4.0M |
| Bleakley Financial Group, LLC | 0.11% | Reduce -3.8% | 57,375 | $3.9M |
| Baird Financial Group, Inc. | 0.01% | Add +3.9% | 57,371 | $3.9M |
| Simplicity Wealth,LLC | 0.09% | New | 57,321 | $3.9M |
| Vanguard Personalized Indexing Management, LLC | 0.08% | Add +10.8% | 57,151 | $3.9M |
| Pathstone Holdings, LLC | 0.02% | Add +92.8% | 56,237 | $3.9M |
| Optiver Holding B.V. | 0.16% | New | 56,116 | $3.9M |
| CSS LLC | 0.92% | Add +66.7% | 55,000 | $3.8M |
| SIR Capital Management, L.P. | 0.37% | Add +24.6% | 53,600 | $3.7M |
| Ritholtz Wealth Management | 0.13% | Add +49.5% | 52,907 | $3.6M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +2.7% | 52,621 | $3.6M |
| Capital World Investors | 0.00% | Reduce -7.2% | 52,576 | $3.6M |
| Cloverfields Capital Group, LP | 1.22% | Add +0.8% | 52,573 | $3.6M |
| Old Port Advisors | 1.09% | Reduce -1.3% | 51,959 | $3.6M |
| Cyndeo Wealth Partners, LLC | 0.30% | Reduce -0.1% | 51,726 | $3.6M |
| Annex Advisory Services, LLC | 0.12% | Reduce -4.0% | 49,778 | $3.4M |
| First Trust Direct Indexing L.P. | 0.25% | Reduce -7.9% | 48,678 | $3.4M |
| Boston Financial Mangement LLC | 0.11% | Reduce -1.0% | 48,553 | $3.3M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -6.4% | 48,238 | $3.3M |
| Captrust Financial Advisors | 0.01% | Add +17.8% | 48,049 | $3.3M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -3.0% | 47,669 | $3.3M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -3.0% | 47,669 | $3.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -11.0% | 45,974 | $3.2M |
| Fulton Bank, N.A. | 0.13% | Reduce -9.8% | 45,928 | $3.2M |
| Boston Partners | 0.00% | Add +54.3% | 45,459 | $3.1M |
| Hollow Brook Wealth Management LLC | 1.13% | Add +17.0% | 44,532 | $3.1M |
| Signet Financial Management, LLC | 0.42% | Add +1.3% | 44,475 | $3.1M |
| Cardinal Capital Management | 0.49% | Add +6.7% | 43,525 | $3.0M |
| Cresset Asset Management, LLC | 0.01% | Add +15.8% | 43,365 | $3.0M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +17.2% | 42,264 | $2.9M |
| Evergreen Capital Management LLC | 0.11% | Add +0.0% | 41,222 | $2.9M |
| Yousif Capital Management, LLC | 0.03% | Reduce -4.5% | 40,839 | $2.8M |
| Hantz Financial Services, Inc. | 0.05% | Reduce -0.9% | 40,637 | $2.8M |
| NewEdge Wealth, LLC | 0.06% | Add +10.4% | 38,499 | $2.7M |
| Princeton Global Asset Management LLC | 0.65% | Reduce -4.9% | 39,632 | $2.7M |
| Foster & Motley Inc. | 0.19% | Reduce -0.5% | 39,615 | $2.7M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -19.1% | 39,230 | $2.7M |
| Ar Asset Management Inc. | 0.67% | No change | 39,175 | $2.7M |
| Ashton Thomas Private Wealth, LLC | 0.15% | Add +2.8% | 38,891 | $2.7M |
| Lockheed Martin Investment Management Co. | 0.19% | Reduce -11.4% | 38,880 | $2.7M |
| Rhumbline Advisers | 0.00% | Add +4.8% | 38,001 | $2.6M |
| Credential Qtrade Securities Inc. | 0.14% | Add +3.3% | 37,735 | $2.6M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -4.5% | 37,176 | $2.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +19.8% | 35,985 | $2.5M |
| Altfest L J & Co. Inc. | 0.35% | Reduce -0.4% | 35,854 | $2.5M |
| GAMCO Investors | 0.02% | No change | 34,950 | $2.4M |
| Intrust Bank NA | 0.25% | Reduce -4.1% | 34,479 | $2.4M |
| Moors & Cabot, Inc. | 0.13% | Reduce -6.3% | 34,277 | $2.4M |
| BTC Capital Management, Inc. | 0.21% | — | 33,846 | $2.3M |
| Park Avenue Securities LLC | 0.03% | Reduce -8.8% | 33,691 | $2.3M |
| Verdence Capital Advisors LLC | 0.21% | Reduce -6.2% | 33,600 | $2.3M |
| Buckingham Capital Management, Inc. | 0.28% | Reduce -16.6% | 33,518 | $2.3M |
| Vestmark Advisory Solutions, Inc. | 0.10% | Add +0.3% | 33,092 | $2.3M |
| Raleigh Capital Management Inc. | 0.98% | Reduce -29.1% | 33,025 | $2.3M |
| LSV Asset Management | 0.00% | No change | 32,800 | $2.3M |
| Signaturefd, LLC | 0.05% | Add +5.1% | 32,676 | $2.2M |
| Capital Wealth Planning, LLC | 0.02% | Reduce -15.4% | 32,516 | $2.2M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.27% | Reduce -1.0% | 32,517 | $2.2M |
| Penserra Capital Management LLC | 0.03% | Reduce -15.4% | 32,516 | $2.2M |
| Legacy Wealth Asset Management, LLC | 0.62% | Add +2.9% | 32,503 | $2.2M |
| Empowered Funds, LLC | 0.04% | New | 32,326 | $2.2M |
| NewEdge Advisors, LLC | 0.02% | Add +9.1% | 32,298 | $2.2M |
| Lynch & Associates | 0.50% | Reduce -6.0% | 31,590 | $2.2M |
| Private Advisor Group, LLC | 0.02% | Add +3.8% | 31,135 | $2.1M |
| Prevail Innovative Wealth Advisors, LLC | 0.80% | New | 31,111 | $2.1M |
| Capital Research Global Investors | 0.00% | Reduce -0.4% | 30,930 | $2.1M |
| Pinpoint Asset Management Ltd | 0.34% | New | 30,885 | $2.1M |
| Guggenheim Capital LLC | 0.01% | Reduce -2.0% | 30,586 | $2.1M |
| First County Bank | 1.03% | Reduce -11.0% | 30,578 | $2.1M |
| Snowden Capital Advisors LLC | 0.07% | Add +39.8% | 29,836 | $2.1M |
| Stephens Inc. | 0.03% | Reduce -7.8% | 30,096 | $2.1M |
| Oliver Lagore Vanvalin Investment Group | 0.60% | Add +56.3% | 29,170 | $2.0M |
| Forte Capital LLC | 0.24% | Reduce -1.8% | 28,658 | $2.0M |
| Avantax Advisory Services, Inc. | 0.02% | Add +4.1% | 28,471 | $2.0M |
| William Blair Investment Management, LLC | 0.01% | Add +2.5% | 28,444 | $2.0M |
| Alaethes Wealth, LLC | 0.85% | Reduce -7.2% | 28,077 | $2.0M |
| Stolper Co | 0.69% | Reduce -0.9% | 27,885 | $1.9M |
| Perigon Wealth Management, LLC | 0.06% | Add +16.8% | 27,754 | $1.9M |
| Qtron Investments LLC | 0.26% | Add +21.7% | 27,113 | $1.9M |
| Venturi Wealth Management, LLC | 0.12% | Add +0.4% | 27,111 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -8.7% | 26,902 | $1.9M |
| Columbus Macro, LLC | 0.69% | Reduce -6.6% | 26,538 | $1.8M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Reduce -9.0% | 26,448 | $1.8M |
| Elevation Point Wealth Partners, LLC | 0.14% | Add +19.2% | 26,195 | $1.8M |
| Cubist Systematic Strategies, LLC | 0.02% | No change | 26,005 | $1.8M |
| Laird Norton Wetherby Wealth Management, LLC | 0.09% | Reduce -1.3% | 25,980 | $1.8M |
| Strengthening Families & Communities, LLC | 1.06% | Add +28.1% | 25,968 | $1.8M |
| LGT Group Foundation | 0.04% | Add +12.6% | 26,193 | $1.8M |
| HSBC Holdings PLC | 0.00% | Add +30.3% | 25,506 | $1.8M |
| Wealth Alliance, LLC | 0.23% | Reduce -12.3% | 25,145 | $1.7M |
| Intellectus Partners, LLC | 0.45% | Reduce -7.8% | 24,420 | $1.7M |
| Insigneo Advisory Services, LLC | 0.20% | Reduce -4.1% | 24,378 | $1.7M |
| Fifth Third Bancorp | 0.01% | Reduce -12.7% | 24,384 | $1.7M |
| Ipswich Investment Management Co., Inc. | 0.39% | Add +3.4% | 24,205 | $1.7M |
| Daymark Wealth Partners, LLC | 0.09% | Reduce -0.0% | 23,416 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -13.1% | 23,030 | $1.6M |
| Van Eck Associates Corp. | 0.00% | New | 23,038 | $1.6M |
| Pittenger & Anderson Inc. | 0.06% | New | 22,986 | $1.6M |
| Harvest Portfolios Group Inc. | 0.06% | Reduce -2.6% | 22,770 | $1.6M |
| GYL Financial Synergies, LLC | 0.12% | Reduce -0.6% | 22,767 | $1.6M |
| Schechter Investment Advisors, LLC | 0.12% | Add +8.7% | 22,515 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +79.7% | 22,486 | $1.5M |
| Richard P Slaughter Associates Inc | 0.37% | Reduce -3.1% | 22,021 | $1.5M |
| Vident Advisory, LLC | 0.03% | Add +8.5% | 20,861 | $1.4M |
| Beverly Hills Private Wealth, LLC | 0.33% | Reduce -6.3% | 20,757 | $1.4M |
| Nicholas Hoffman & Company, LLC. | 0.07% | Add +11.3% | 20,702 | $1.4M |
| Matthews International Capital Management LLC | 0.28% | Reduce -36.6% | 20,386 | $1.4M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -6.2% | 20,158 | $1.4M |
| Prudential Financial Inc. | 0.00% | Reduce -22.1% | 20,149 | $1.4M |
| LVW Advisors, LLC | 0.23% | Add +13.8% | 20,030 | $1.4M |
| Albert D Mason Inc. | 0.85% | Add +1.5% | 19,804 | $1.4M |
| 17 Capital Partners, LLC | 1.01% | New | 19,782 | $1.4M |
| CENTRAL TRUST Co | 0.03% | Reduce -6.7% | 19,559 | $1.3M |
| Townsquare Capital LLC | 0.02% | Add +200.1% | 19,494 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +5.2% | 19,458 | $1.3M |
| Freedom Investment Management, Inc. | 0.11% | Reduce -13.1% | 19,421 | $1.3M |
| Capstone Investment Advisors, LLC | 0.05% | New | 19,403 | $1.3M |
| Marco Investment Management LLC | 0.13% | No change | 19,278 | $1.3M |
| Checchi Capital Advisers, LLC | 0.10% | Reduce -2.1% | 18,839 | $1.3M |
| Advisory Services Network, LLC | 0.03% | Reduce -9.6% | 18,815 | $1.3M |
| Thompson Siegel & Walmsley LLC | 0.02% | Add +3.0% | 18,323 | $1.3M |
| AE Wealth Management LLC | 0.01% | Reduce -82.2% | 18,236 | $1.3M |
| Perpetual Ltd | 0.01% | Add +3.0% | 18,323 | $1.3M |
| Schroder Investment Management Group | 0.00% | New | 18,104 | $1.2M |
| Integrated Wealth Concepts LLC | 0.02% | Add +13.3% | 18,095 | $1.2M |
| Park Place Capital Corp | 0.44% | Reduce -20.9% | 17,740 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +7.9% | 17,673 | $1.2M |
| Quadrant Capital Group LLC | 0.10% | Reduce -6.1% | 17,512 | $1.2M |
| Headinvest, LLC | 0.23% | No change | 17,290 | $1.2M |
| Procyon Advisors, LLC | 0.09% | Add +27.3% | 17,184 | $1.2M |
| Recurrent Investment Advisors LLC | 0.14% | Reduce -37.0% | 17,021 | $1.2M |
| Balentine LLC | 0.04% | Reduce -8.3% | 17,020 | $1.2M |
| Abundance Wealth Counselors | 0.27% | Add +30.8% | 16,958 | $1.2M |
| Leo Wealth, LLC | 0.12% | New | 16,786 | $1.2M |
| Bailard, Inc. | 0.03% | Add +1.1% | 16,740 | $1.2M |
| Fourpath Capital Management, LLC | 0.79% | Reduce -19.4% | 16,453 | $1.1M |
| Fiduciary Trust Co | 0.02% | Add +1.1% | 16,049 | $1.1M |
| Hancock Whitney Corp. | 0.04% | Reduce -4.4% | 15,844 | $1.1M |
| Gotham Asset Management | 0.02% | Add +3.3% | 15,787 | $1.1M |
| Whittier Trust Co. | 0.02% | Add +5.5% | 15,717 | $1.1M |
| Brown Advisory Inc. | 0.00% | Add +2.6% | 15,426 | $1.1M |
| Old National Bancorp | 0.02% | Reduce -8.2% | 15,268 | $1.1M |
| Compound Planning, Inc. | 0.10% | Add +8.1% | 15,087 | $1.0M |
| Financial Advocates Investment Management | 0.06% | Reduce -2.1% | 14,721 | $1.0M |
| Certuity, LLC | 0.09% | Reduce -6.5% | 14,159 | $975K |
| Baker Ellis Asset Management LLC | 0.14% | Reduce -1.4% | 14,150 | $974K |
| Vise Technologies, Inc. | 0.19% | Reduce -9.0% | 14,044 | $967K |
| Greenleaf Trust | 0.01% | Reduce -1.3% | 13,970 | $962K |
| Legacy Financial Advisors, Inc. | 0.17% | Add +6.7% | 13,865 | $954K |
| Sentinel Trust Co. Lba | 0.12% | New | 13,800 | $950K |
| Donoghue Forlines LLC | 0.27% | Add +280.3% | 13,709 | $944K |
| First Hawaiian Bank | 0.03% | Reduce -7.0% | 13,450 | $926K |
| Wedbush Securities Inc. | 0.03% | Add +42.5% | 13,441 | $925K |
| TD Waterhouse Canada Inc. | 0.01% | New | 12,681 | $918K |
| CoreCommodity Management, LLC | 0.32% | Add +0.8% | 13,186 | $908K |
| Lincoln National Corp. | 0.01% | Add +30.7% | 13,138 | $904K |
| Crumly & Associates Inc. | 0.24% | Reduce -3.3% | 13,085 | $901K |
| Campbell & CO Investment Adviser LLC | 0.08% | New | 13,026 | $897K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -35.8% | 13,007 | $895K |
| Intrua Financial, LLC | 0.14% | Reduce -8.1% | 12,994 | $894K |
| Fortune Financial Advisors, LLC | 0.57% | Reduce -6.5% | 12,992 | $894K |
| Lanark Financial, Inc. | 0.08% | Reduce -1.5% | 12,886 | $886K |
| Kornitzer Capital Management Inc. | 0.02% | Reduce -6.0% | 12,820 | $882K |
| Keudell/Morrison Wealth Management | 0.26% | Reduce -9.0% | 12,603 | $867K |
| Angeles Investment Advisors, LLC | 0.05% | Add +282.4% | 12,385 | $858K |
| Investors Research Corp | 0.20% | Reduce -0.8% | 12,446 | $857K |
| Summit Securities Group LLC | 0.39% | Add +667.9% | 12,287 | $846K |
| Ballentine Partners, LLC | 0.02% | Add +30.5% | 12,173 | $838K |
| True Wealth Design, LLC | 0.21% | Add +1.3% | 12,127 | $835K |
| Confluence Investment Management LLC | 0.01% | Add +0.1% | 12,088 | $832K |
| Aull & Monroe Investment Management Corp | 0.38% | Reduce -3.2% | 12,048 | $829K |
| Renasant Bank | 0.59% | Add +6.6% | 12,017 | $827K |
| Cutler Capital Management, LLC | 0.40% | New | 12,000 | $826K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Add +2.2% | 12,000 | $826K |
| First National Trust Co | 0.03% | No change | 11,891 | $818K |
| InTrack Investment Management Inc | 0.59% | Add +14.8% | 11,605 | $799K |
| Lantz Financial LLC | 0.26% | Reduce -7.7% | 11,575 | $797K |
| Jackson Square Capital, LLC | 0.20% | Reduce -27.8% | 11,540 | $794K |
| Hartford Funds Management Co LLC | 0.08% | Add +14.3% | 11,529 | $794K |
| Profund Advisors LLC | 0.03% | Reduce -12.3% | 11,523 | $793K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -2.1% | 11,363 | $782K |
| FDx Advisors, Inc. | 0.12% | Reduce -37.4% | 11,255 | $775K |
| Eagle Global Advisors LLC | 0.04% | No change | 11,235 | $773K |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -10.4% | 11,149 | $767K |
| Rehmann Capital Advisory Group | 0.06% | Add +0.5% | 11,048 | $760K |
| Argent Trust Co | 0.03% | Add +2.2% | 11,026 | $759K |
| Ameritas Advisory Services, LLC | 0.03% | Add +108.8% | 10,652 | $745K |
| Lester Murray Antman dba SimplyRich | 0.24% | Add +4.2% | 10,819 | $745K |
| Heritage Wealth Management, LLC | 0.38% | Reduce -2.3% | 10,816 | $744K |
| Founders Financial Securities LLC | 0.08% | New | 10,797 | $743K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Reduce -1.1% | 10,746 | $740K |
| Horizon Investments, LLC | 0.02% | Add +53170.0% | 10,654 | $733K |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -8.7% | 9,980 | $726K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Reduce -16.0% | 10,316 | $710K |
| B. Riley Wealth Advisors, Inc. | 0.02% | New | 10,665 | $710K |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Add +93.5% | 10,303 | $709K |
| Private Capital Management, LLC | 0.08% | No change | 10,264 | $706K |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +56.6% | 10,023 | $698K |
| Monetary Management Group Inc. | 0.19% | No change | 10,125 | $697K |
| HighPoint Advisor Group LLC | 0.05% | Reduce -1.9% | 9,378 | $695K |
| Mayflower Financial Advisors, LLC | 0.12% | Add +13.2% | 10,068 | $693K |
| Clarius Group, LLC | 0.05% | Reduce -6.6% | 10,011 | $689K |
| PARK CIRCLE Co | 0.64% | No change | 10,000 | $688K |
| Outfitters Financial LLC | 0.57% | No change | 10,000 | $688K |
| Phillips Wealth Planners LLC | 0.79% | Reduce -4.7% | 9,570 | $687K |
| Lido Advisors, LLC | 0.01% | Add +51.9% | 9,828 | $684K |
| Caprock Group, LLC | 0.04% | Reduce -8.5% | 9,815 | $683K |
| Henry James International Management Inc. | 0.21% | No change | 9,923 | $683K |
| Financial Counselors Inc. | 0.01% | Reduce -0.8% | 9,900 | $681K |
| BancFirst Trust & Investment Management | 0.33% | No change | 9,898 | $681K |
| Courier Capital LLC | 0.05% | Reduce -1.1% | 9,896 | $681K |
| Hilltop Holdings Inc. | 0.08% | Reduce -2.8% | 9,859 | $679K |
| Ativo Capital Management LLC | 0.68% | New | 9,847 | $678K |
| Equitable Holdings, Inc. | 0.01% | Add +0.3% | 9,843 | $677K |
| Modera Wealth Management, LLC | 0.01% | Reduce -2.5% | 9,706 | $668K |
| GC Wealth Management RIA, LLC | 0.13% | Add +0.6% | 9,492 | $653K |
| Trustmark Bank Trust Department | 0.05% | Reduce -66.8% | 9,414 | $648K |
| Private Trust Co. NA | 0.07% | Add +1.6% | 9,273 | $638K |
| Juncture Wealth Strategies, LLC | 0.27% | Reduce -6.1% | 9,227 | $635K |
| Everpar Advisors LLC | 0.38% | Add +56.1% | 9,002 | $620K |
| Farmers & Merchants Investments Inc. | 0.02% | No change | 8,991 | $619K |
| Deutsche Bank AG | 0.00% | Add +27.6% | 8,935 | $615K |
| Harbour Investment Management LLC | 0.29% | No change | 8,824 | $614K |
| Prospera Financial Services Inc | 0.02% | Add +17.1% | 8,774 | $604K |
| Childress Capital Advisors, LLC | 0.18% | Reduce -20.3% | 8,774 | $604K |
| EP Wealth Advisors, LLC | 0.01% | Add +63.8% | 8,757 | $603K |
| Wrapmanager Inc. | 0.17% | Reduce -40.0% | 8,658 | $596K |
| Keybank National Association | 0.00% | Reduce -20.2% | 8,640 | $595K |
| Core Alternative Capital | 0.11% | No change | 8,623 | $594K |
| Pitcairn Co. | 0.04% | Reduce -6.7% | 8,607 | $592K |
| Susquehanna International Securities, Ltd. | 0.24% | Add +13.2% | 8,599 | $592K |
| Mission Wealth Management, LP | 0.02% | Add +2.6% | 8,522 | $587K |
| Buckingham Strategic Wealth, LLC | 0.01% | Add +16.6% | 8,425 | $580K |
| Lake Street Advisors Group, LLC | 0.03% | Add +4.5% | 8,281 | $577K |
| Choreo, LLC | 0.01% | No change | 8,077 | $556K |
| BOS Asset Management, LLC | 0.29% | Reduce -2.6% | 8,002 | $551K |
| MAI Capital Management | 0.01% | Reduce -1.5% | 7,965 | $548K |
| Avantax Planning Partners, Inc. | 0.02% | Add +43.0% | 7,936 | $546K |
| Diversify Advisory Services, LLC | 0.03% | — | 7,828 | $546K |
| Aaron Wealth Advisors LLC | 0.08% | Add +148.2% | 7,892 | $543K |
| Americana Partners, LLC | 0.05% | Add +9.5% | 7,889 | $543K |
| EPG Wealth Management LLC | 0.13% | Add +11.1% | 7,887 | $543K |
| Sunpointe, LLC | 0.60% | Reduce -6.3% | 7,706 | $537K |
| International Assets Investment Management, LLC | 0.06% | Reduce -98.5% | 7,539 | $526K |
| Aptus Capital Advisors, LLC | 0.01% | Add +13.3% | 7,617 | $524K |
| Burney Co./ | 0.02% | Reduce -28.6% | 7,604 | $523K |
| Cohen Investment Advisors LLC | 0.34% | Reduce -5.1% | 7,591 | $522K |
| Abel Hall, LLC | 0.39% | Reduce -0.0% | 7,570 | $521K |
| Spire Wealth Management | 0.01% | Reduce -10.2% | 7,527 | $518K |
| Gradient Investments LLC | 0.01% | Add +3.0% | 7,516 | $517K |
| Sage Rhino Capital LLC | 0.12% | Add +4.2% | 7,507 | $517K |
| Millennium Management | 0.00% | Reduce -80.8% | 7,502 | $516K |
| Independent Advisor Alliance | 0.02% | Add +9.1% | 7,445 | $512K |
| HB Wealth Management, LLC | 0.01% | Add +19.0% | 7,411 | $510K |
| Aries Wealth Management | 0.16% | No change | 7,372 | $507K |
| PDS Planning, Inc | 0.05% | Add +7.4% | 7,345 | $506K |
| Trust Point Inc. | 0.04% | Add +18.1% | 7,339 | $505K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 7,280 | $501K |
| Louisbourg Investments Inc. | 0.14% | New | 7,240 | $498K |
| Essex Financial Services, Inc. | 0.05% | Add +0.2% | 7,178 | $494K |
| Banque Pictet & Cie SA | 0.01% | No change | 7,119 | $490K |
| Callan Capital, LLC | 0.04% | Add +67.8% | 7,039 | $484K |
| Good Life Advisors, LLC | 0.04% | Add +0.8% | 7,016 | $483K |
| Janus Henderson Group PLC | 0.00% | Reduce -29.9% | 6,965 | $479K |
| Tradition Wealth Management, LLC | 0.05% | Reduce -0.1% | 6,953 | $479K |
| RFG Advisory, LLC | 0.02% | Reduce -12.8% | 6,896 | $475K |
| Cedar Brook Financial Partners, LLC | 0.09% | Reduce -0.9% | 6,881 | $474K |
| GeoWealth Management, LLC | 0.02% | Reduce -70.9% | 6,821 | $469K |
| Wedmont Private Capital | 0.03% | Add +13.2% | 6,410 | $468K |
| Legacy Capital Group California, Inc. | 0.17% | New | 6,572 | $452K |
| Sawyer & Company, Inc | 0.18% | Reduce -1.8% | 6,424 | $442K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 6,400 | $441K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -5.1% | 6,311 | $440K |
| SVB Wealth LLC | 0.01% | Reduce -15.5% | 6,367 | $438K |
| Ieq Capital, LLC | 0.01% | Reduce -7.6% | 6,348 | $437K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -5.5% | 6,345 | $437K |
| Mutual Advisors, LLC | 0.01% | Add +76.0% | 6,302 | $434K |
| Argyle Capital Management, LLC | 0.17% | Reduce -6.0% | 6,300 | $434K |
| Sigma Planning Corp | 0.01% | New | 6,298 | $433K |
| Delta Financial Group, Inc. | 0.13% | Add +3.1% | 6,250 | $430K |
| State Street Corp. | 0.00% | Reduce -2.8% | 6,170 | $430K |
| Kovack Advisors, Inc. | 0.05% | Reduce -11.7% | 6,144 | $423K |
| Calydon Capital | 0.08% | Add +4.2% | 5,660 | $417K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -25.9% | 6,029 | $415K |
| Huntington National Bank | 0.00% | Add +17.0% | 6,025 | $415K |
| Arkadios Wealth Advisors | 0.03% | Reduce -34.9% | 5,970 | $411K |
| Jacobi Capital Management LLC | 0.04% | Add +1.8% | 5,966 | $411K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -2.0% | 5,886 | $405K |
| AlphaQ Advisors LLC | 0.24% | Reduce -0.4% | 5,878 | $405K |
| Bard Financial Services, Inc. | 0.04% | No change | 5,755 | $396K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | New | 5,828 | $395K |
| Cahill Financial Advisors Inc. | 0.05% | No change | 5,718 | $394K |
| Mgo One Seven LLC | 0.02% | Reduce -12.6% | 5,709 | $393K |
| Regions Financial Corp. | 0.00% | Add +0.4% | 5,673 | $390K |
| Nwam LLC | 0.03% | Reduce -3.4% | 5,341 | $383K |
| 180 Wealth Advisors, LLC | 0.07% | Add +5.0% | 5,478 | $377K |
| FSM Wealth Advisors, LLC | 0.13% | Reduce -1.8% | 5,399 | $372K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -3.2% | 5,394 | $371K |
| WoodTrust Financial Corp | 0.06% | Add +10.3% | 5,350 | $368K |
| Symphony Financial, Ltd. Co. | 0.09% | Add +1.0% | 5,336 | $367K |
| Visionary Horizons, LLC | 0.29% | Reduce -1.2% | 5,064 | $367K |
| Gallacher Capital Management LLC | 0.19% | Add +12.8% | 5,324 | $366K |
| Fort Washington Investment Advisors Inc. | 0.00% | Add +0.9% | 5,312 | $366K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -9.5% | 5,306 | $365K |
| &partners | 0.05% | New | 5,167 | $363K |
| AdvisorNet Financial, Inc | 0.03% | Add +44.5% | 5,215 | $359K |
| Argonautica Private Wealth Management, Inc. | 0.13% | Reduce -9.6% | 5,185 | $357K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -11.1% | 5,114 | $352K |
| Mitchell & Pahl Private Wealth, LLC | 0.18% | Reduce -8.2% | 5,065 | $349K |
| Fortitude Advisory Group L.L.C. | 0.20% | Reduce -12.6% | 5,050 | $348K |
| IHT Wealth Management, LLC | 0.01% | Add +2.3% | 5,016 | $345K |
| InterOcean Capital Group, LLC | 0.01% | Add +59.1% | 4,967 | $342K |
| Barometer Capital Management Inc. | 0.09% | Add +175.8% | 4,689 | $340K |
| Somerville Kurt F | 0.06% | No change | 4,900 | $337K |
| Parallel Advisors, LLC | 0.01% | Add +23.0% | 4,888 | $336K |
| Magnus Financial Group LLC | 0.04% | Add +0.9% | 4,836 | $333K |
| Coldstream Capital Management Inc. | 0.01% | Add +39.5% | 4,813 | $331K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +9.1% | 4,713 | $324K |
| First Nebraska Trust Co | 0.03% | No change | 4,706 | $324K |
| South Dakota Investment Council | 0.01% | No change | 4,675 | $322K |
| Northeast Financial Consultants Inc | 0.02% | No change | 4,675 | $322K |
| Seven Mile Advisory | 0.24% | Reduce -0.4% | 4,672 | $322K |
| Global Assets Advisory, LLC | 0.19% | New | 4,600 | $321K |
| Lantern Wealth Advisors, LLC | 0.22% | No change | 4,550 | $313K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -7.7% | 4,548 | $313K |
| Knights of Columbus Asset Advisors LLC | 0.02% | Add +11.7% | 4,533 | $312K |
| Aspiriant, LLC | 0.01% | No change | 4,500 | $310K |
| Ethic Inc. | 0.01% | Add +12.8% | 4,489 | $309K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -2.2% | 4,481 | $308K |
| ORG Partners LLC | 0.59% | New | 4,409 | $307K |
| Zimmermann Investment Management & Planning LLC | 0.11% | Reduce -26.8% | 4,450 | $306K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -11.4% | 4,429 | $305K |
| Lindbrook Capital, LLC | 0.03% | Reduce -4.0% | 4,422 | $304K |
| UMB Bank, n.a. | 0.00% | Reduce -6.4% | 4,418 | $304K |
| Geneos Wealth Management Inc. | 0.01% | Add +3.6% | 4,379 | $301K |
| Marcum Wealth, LLC | 0.03% | Reduce -13.1% | 4,368 | $301K |
| Avestar Capital, LLC | 0.03% | Reduce -19.6% | 4,363 | $300K |
| Moneco Advisors, LLC | 0.05% | Reduce -4.3% | 4,353 | $300K |
| Blue Trust, Inc. | 0.00% | Add +31.9% | 4,350 | $299K |
| Personal Cfo Solutions, LLC | 0.05% | New | 4,345 | $299K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -13.3% | 4,345 | $299K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 4,333 | $298K |
| Principal Securities, Inc. | 0.01% | Reduce -1.6% | 4,331 | $298K |
| Delta Financial Advisors LLC | 0.12% | No change | 4,270 | $294K |
| Thrive Capital Management, LLC | 0.16% | Reduce -58.0% | 4,268 | $294K |
| Pallas Capital Advisors LLC | 0.01% | Add +1.2% | 4,257 | $293K |
| Violich Capital Management, Inc. | 0.04% | Add +0.6% | 4,254 | $293K |
| Wolff Financial Management LLC | 0.08% | No change | 4,224 | $291K |
| FFT Wealth Management LLC | 0.03% | New | 4,217 | $290K |
| Marietta Investment Partners LLC | 0.06% | No change | 4,200 | $289K |
| Faithward Advisors, LLC | 0.05% | New | 4,199 | $289K |
| CVA Family Office, LLC | 0.05% | Reduce -1.2% | 4,172 | $287K |
| Icon Wealth Advisors, LLC | 0.03% | Reduce -12.3% | 4,122 | $284K |
| Peak Planning Group, LLC | 0.18% | No change | 4,111 | $283K |
| Griffin Asset Management, Inc. | 0.03% | No change | 4,105 | $283K |
| Covenant Partners, LLC | 0.08% | No change | 4,081 | $281K |
| Strategic Advisors LLC | 0.06% | Reduce -26.5% | 4,057 | $279K |
| AQR Capital Management | 0.00% | New | 4,020 | $277K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | No change | 3,990 | $275K |
| Resonant Capital Advisors, LLC | 0.02% | Add +8.5% | 3,922 | $273K |
| Lesa Sroufe & Co | 0.26% | Reduce -0.8% | 3,938 | $271K |
| 9258 Wealth Management, LLC | 0.04% | Add +1.1% | 3,935 | $271K |
| Fidelis Capital Partners, LLC | 0.04% | Reduce -10.6% | 3,922 | $270K |
| SevenBridge Financial Group, LLC | 0.06% | Reduce -0.1% | 3,767 | $270K |
| Cetera Trust Company, N.A | 0.16% | No change | 3,870 | $266K |
| Keel Point, LLC | 0.03% | New | 3,854 | $265K |
| Sippican Capital Advisors | 0.21% | No change | 3,848 | $265K |
| Empower Advisory Group, LLC | 0.00% | Add +18.5% | 3,833 | $264K |
| Rosenberg Matthew Hamilton | 0.08% | Reduce -7.5% | 3,769 | $263K |
| Martin Investment Management, LLC | 0.06% | No change | 3,775 | $260K |
| DMC Group, LLC | 0.22% | Reduce -17.5% | 3,768 | $259K |
| Savant Capital, LLC | 0.00% | Reduce -9.9% | 3,745 | $258K |
| Avior Wealth Management, LLC | 0.01% | Add +787.0% | 3,743 | $258K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -15.6% | 3,716 | $256K |
| Voya Financial Advisors, Inc. | 0.03% | Reduce -16.4% | 3,711 | $254K |
| Inscription Capital, LLC | 0.04% | New | 3,672 | $253K |
| Blue Barn Wealth, LLC | 0.14% | New | 3,663 | $252K |
| Berkshire Asset Management LLC | 0.01% | Reduce -0.1% | 3,650 | $251K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -22.7% | 3,607 | $248K |
| KCM Investment Advisors LLC | 0.01% | New | 3,553 | $245K |
| SYSTM Wealth Solutions LLC | 0.03% | Reduce -9.9% | 3,530 | $244K |
| PFG Investments, LLC | 0.01% | New | 3,526 | $243K |
| Merit Financial Group, LLC | 0.01% | Reduce -43.4% | 3,378 | $242K |
| RFP Financial Group LLC | 0.09% | Add +872.2% | 2,479 | $242K |
| Oarsman Capital, Inc. | 0.06% | Add +9.3% | 3,502 | $241K |
| Concorde Asset Management, LLC | 0.16% | No change | 3,500 | $241K |
| Priebe Wealth Holdings LLC | 0.19% | Reduce -18.0% | 3,482 | $240K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -17.1% | 3,468 | $239K |
| Brighton Jones LLC | 0.01% | New | 3,454 | $238K |
| Venture Visionary Partners LLC | 0.01% | Reduce -7.7% | 3,444 | $237K |
| Toronto Dominion Bank | 0.00% | Add +17.5% | 3,444 | $237K |
| Linden Thomas Advisory Services, LLC | 0.04% | New | 3,405 | $234K |
| Global Retirement Partners, LLC | 0.01% | Reduce -2.0% | 3,394 | $234K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -6.5% | 3,344 | $230K |
| Waverly Advisors, LLC | 0.01% | New | 3,333 | $229K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -14.1% | 3,301 | $227K |
| SPC Financial, Inc. | 0.02% | Add +10.0% | 3,300 | $227K |
| Sivia Capital Partners, LLC | 0.15% | Reduce -19.5% | 3,299 | $227K |
| Cozad Asset Management Inc. | 0.02% | Reduce -5.0% | 3,268 | $225K |
| Hexagon Capital Partners LLC | 0.05% | Reduce -16.5% | 3,242 | $223K |
| GAMMA Investing LLC | 0.05% | Add +9.5% | 3,237 | $223K |
| DGS Capital Management, LLC | 0.06% | Reduce -6.7% | 3,186 | $219K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +8.2% | 3,015 | $218K |
| MayTech Global Investments, LLC | 0.04% | No change | 3,164 | $218K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 3,159 | $217K |
| Summit Trail Advisors, LLC | 0.01% | New | 3,103 | $216K |
| Aprio Wealth Management, LLC | 0.04% | Reduce -21.4% | 3,125 | $215K |
| Strategic Blueprint, LLC | 0.02% | Reduce -3.4% | 3,113 | $214K |
| American Trust Investment Advisors, LLC | 0.10% | Reduce -17.6% | 3,110 | $214K |
| Five Oceans Advisors | 0.11% | Add +1.1% | 3,108 | $214K |
| Grove Bank & Trust | 0.04% | Reduce -84.4% | 3,076 | $212K |
| Latitude Advisors, LLC | 0.13% | Reduce -0.8% | 3,060 | $211K |
| FRG Family Wealth Advisors LLC | 0.04% | Reduce -10.7% | 2,885 | $209K |
| Traveka Wealth, LLC | 0.10% | New | 3,035 | $209K |
| Gilliland Jeter Wealth Management LLC | 0.07% | No change | 3,000 | $206K |
| Alera Investment Advisors, LLC | 0.03% | Add +0.1% | 2,998 | $206K |
| Manchester Capital Management LLC | 0.03% | New | 2,997 | $206K |
| OneAscent Financial Services LLC | 0.02% | New | 2,957 | $204K |
| Bessemer Group Inc. | 0.00% | Reduce -67.9% | 2,942 | $203K |
| Commerce Bank | 0.00% | Reduce -27.8% | 2,934 | $202K |
| Pathway Financial Advisors LLC | 0.05% | New | 2,930 | $202K |
| Kooman & Associates | 0.08% | Reduce -8.4% | 2,908 | $200K |
| Allworth Financial LP | 0.00% | Add +95.8% | 2,770 | $191K |
| Capital Analysts, LLC | 0.01% | Add +0.2% | 2,511 | $173K |
| Janiczek Wealth Management, LLC | 0.03% | Reduce -7.5% | 2,369 | $163K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +4.5% | 2,310 | $161K |
| Bruce G. Allen Investments, LLC | 0.13% | Reduce -4.4% | 2,253 | $155K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -12.3% | 2,192 | $151K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -2.1% | 2,186 | $150K |
| Missouri Trust & Investment Co | 0.06% | No change | 2,181 | $150K |
| TCTC Holdings, LLC | 0.00% | No change | 2,109 | $145K |
| Brown Brothers Harriman & Co. | 0.00% | Add +3.4% | 2,104 | $145K |
| Independence Bank of Kentucky | 0.04% | No change | 2,100 | $145K |
| Leonteq Securities AG | 0.02% | Add +22.9% | 2,092 | $144K |
| Jefferies Financial Group Inc. | 0.00% | New | 2,000 | $138K |
| Hall Laurie J Trustee | 0.05% | No change | 1,960 | $135K |
| Credit Agricole S A | 0.00% | No change | 1,835 | $130K |
| Bokf, NA | 0.00% | Reduce -77.4% | 1,750 | $122K |
| Riverview Trust Co | 0.09% | New | 1,750 | $120K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,655 | $120K |
| Walleye Trading LLC | 0.00% | Reduce -88.8% | 1,745 | $120K |
| Institutional & Family Asset Management, LLC | 0.02% | Reduce -9.3% | 1,670 | $115K |
| HM Payson & Co. | 0.00% | Add +54.5% | 1,630 | $112K |
| IFP Advisors, Inc | 0.00% | Add +37.8% | 1,626 | $112K |
| Knott David M Jr | 0.04% | No change | 1,600 | $110K |
| Tsfg, LLC | 0.03% | No change | 1,512 | $104K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -15.7% | 1,388 | $97K |
| Crewe Advisors LLC | 0.01% | New | 1,406 | $97K |
| Harbour Investments, Inc. | 0.00% | Add +9.8% | 1,372 | $94K |
| American National Bank & Trust | 0.01% | Add +1.1% | 1,316 | $91K |
| Gables Capital Management Inc. | 0.05% | No change | 1,300 | $89K |
| Voisard Asset Management Group, Inc. | 0.05% | Reduce -10.3% | 1,211 | $83K |
| Caldwell Trust Co | 0.01% | No change | 1,191 | $82K |
| Parkside Financial Bank & Trust | 0.01% | Add +45.2% | 1,144 | $79K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +147.7% | 1,137 | $78K |
| Hilltop National Bank | 0.03% | — | 1,128 | $78K |
| Opal Wealth Advisors, LLC | 0.03% | New | 1,098 | $76K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -37.6% | 1,084 | $75K |
| Hollencrest Capital Management | 0.00% | Add +10.3% | 1,006 | $69K |
| Bollard Group LLC | 0.00% | No change | 1,000 | $69K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,000 | $69K |
| Field & Main Bank | 0.03% | No change | 1,000 | $69K |
| Fernwood Investment Management, LLC | 0.02% | New | 1,000 | $69K |
| Paradigm Asset Management Co. LLC | 0.02% | No change | 1,000 | $69K |
| Spirit of America Management Corp. | 0.01% | No change | 1,000 | $69K |
| Altshuler Shaham Ltd | 0.00% | No change | 1,000 | $69K |
| Gen-Wealth Partners Inc | 0.03% | — | 965 | $66K |
| Global Financial Private Client, LLC | 0.03% | No change | 900 | $63K |
| Smithfield Trust Co | 0.00% | Add +11.1% | 874 | $60K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | No change | 852 | $59K |
| Mondrian Investment Partners LTD | 0.00% | New | 839 | $58K |
| Clearstead Advisors, LLC | 0.00% | No change | 758 | $56K |
| Mather Group, Llc. | 0.00% | New | 810 | $55K |
| Smartleaf Asset Management LLC | 0.01% | Add +81.6% | 781 | $53K |
| AlphaMark Advisors, LLC | 0.02% | No change | 775 | $53K |
| First Manhattan Co. Llc. | 0.00% | Reduce -98.4% | 764 | $53K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 750 | $52K |
| Financial Freedom, LLC | 0.03% | No change | 718 | $49K |
| America First Investment Advisors, LLC | 0.01% | No change | 717 | $49K |
| CoreCap Advisors, LLC | 0.00% | New | 687 | $47K |
| Atlas Capital Advisors Inc. | 0.01% | New | 665 | $46K |
| Westside Investment Management, Inc. | 0.01% | Reduce -13.3% | 650 | $45K |
| Main Street Group, LTD | 0.02% | No change | 636 | $44K |
| FSC Wealth Advisors, LLC | 0.03% | Reduce -0.2% | 583 | $40K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +14.8% | 581 | $40K |
| Addison Advisors LLC | 0.01% | Add +6.7% | 577 | $40K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 553 | $38K |
| New Covenant Trust Company, N.A. | 0.04% | — | 548 | $38K |
| Financial Management Professionals, Inc. | 0.01% | Add +14.9% | 541 | $37K |
| Walleye Capital LLC | 0.00% | New | 526 | $36K |
| Arax Advisory Partners | 0.00% | Reduce -0.6% | 520 | $36K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 495 | $34K |
| FSA Wealth Management LLC | 0.01% | Add +16.5% | 466 | $32K |
| Pin Oak Investment Advisors Inc. | 0.03% | Add +466.7% | 459 | $32K |
| Frazier Financial Advisors, LLC | 0.03% | Add +4.0% | 462 | $32K |
| Channing Global Advisors, LLC | 0.03% | Reduce -90.1% | 455 | $31K |
| Montag A & Associates Inc. | 0.00% | Add +23.7% | 449 | $31K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -27.9% | 453 | $31K |
| Anchor Investment Management, LLC | 0.00% | Add +80.0% | 450 | $31K |
| Trust Co | 0.00% | No change | 442 | $30K |
| Evolution Advisers, Inc. | 0.02% | No change | 424 | $30K |
| Pathway Financial Advisers, LLC | 0.01% | No change | 425 | $29K |
| JNBA Financial Advisors | 0.00% | Reduce -1.4% | 412 | $28K |
| Turim 21 Investimentos Ltda. | 0.01% | No change | 410 | $28K |
| North Star Investment Management Corp. | 0.00% | Add +310.0% | 410 | $28K |
| Aspire Private Capital, LLC | 0.01% | Reduce -18.8% | 388 | $27K |
| Key Financial Inc | 0.01% | No change | 380 | $26K |
| Front Row Advisors LLC | 0.01% | New | 368 | $26K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +219.3% | 364 | $25K |
| Richard W. Paul & Associates, LLC | 0.01% | Reduce -17.9% | 362 | $25K |
| REAP Financial Group, LLC | 0.01% | Reduce -48.7% | 362 | $25K |
| Rothschild Investment LLC | 0.00% | Reduce -11.9% | 361 | $25K |
| Adirondack Trust Co. | 0.01% | No change | 351 | $24K |
| Barrett & Company, Inc. | 0.01% | No change | 350 | $24K |
| Rise Advisors, LLC | 0.01% | New | 337 | $23K |
| Eagle Bay Advisors LLC | 0.01% | New | 333 | $23K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 335 | $23K |
| St Germain D J Co. Inc. | 0.00% | Reduce -19.8% | 329 | $23K |
| M&R Capital Management Inc. | 0.01% | Reduce -3.0% | 325 | $22K |
| Solstein Capital, LLC | 0.01% | No change | 312 | $21K |
| CoreFirst Bank & Trust | 0.01% | No change | 300 | $21K |
| WR Wealth Planners, LLC | 0.01% | New | 292 | $20K |
| Valley National Advisers Inc. | 0.00% | No change | 300 | $20K |
| Continuum Advisory, LLC | 0.00% | New | 263 | $19K |
| Macquarie Group Ltd. | 0.00% | Add +10.9% | 275 | $19K |
| FinTrust Capital Advisors, LLC | 0.00% | Reduce -17.6% | 266 | $18K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 259 | $18K |
| GW&K Investment Management, LLC | 0.00% | Add +10.3% | 267 | $18K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 256 | $18K |
| Orion Capital Management LLC | 0.01% | No change | 250 | $17K |
| LFA - Lugano Financial Advisors SA | 0.01% | Reduce -17.0% | 249 | $17K |
| Pineridge Advisors LLC | 0.01% | New | 223 | $15K |
| Bogart Wealth, LLC | 0.00% | No change | 223 | $15K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +119.0% | 219 | $15K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +90.1% | 211 | $15K |
| Larson Financial Group LLC | 0.00% | No change | 211 | $15K |
| Pingora Partners LLC | 0.01% | No change | 209 | $14K |
| Sandy Spring Bank | 0.00% | No change | 204 | $14K |
| Gold Investment Management Ltd. | 0.01% | No change | 200 | $14K |
| Center for Financial Planning, Inc. | 0.00% | No change | 200 | $14K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -20.9% | 193 | $13K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +64.9% | 183 | $13K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -5.8% | 180 | $12K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 180 | $12K |
| Morgan Dempsey Capital Management LLC | 0.00% | No change | 169 | $12K |
| Trivant Custom Portfolio Group, LLC | 0.01% | No change | 160 | $11K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | Reduce -75.6% | 160 | $11K |
| Cranbrook Wealth Management, LLC | 0.00% | New | 151 | $10K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -9.9% | 137 | $9K |
| Kathleen S. Wright Associates Inc. | 0.00% | No change | 135 | $9K |
| Financial Perspectives, Inc | 0.00% | No change | 132 | $9K |
| Coston, McIsaac & Partners | 0.00% | No change | 137 | $9K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | New | 129 | $9K |
| Avion Wealth | 0.00% | No change | 110 | $8K |
| NFSG Corp | 0.00% | Reduce -31.9% | 113 | $8K |
| Towne Trust Company, N.A | 0.00% | New | 112 | $8K |
| Covestor Ltd | 0.00% | No change | 108 | $7K |
| Sittner & Nelson, LLC | 0.00% | No change | 100 | $7K |
| TruNorth Capital Management, LLC | 0.00% | — | 100 | $7K |
| Toth Financial Advisory Corp. | 0.00% | No change | 100 | $7K |
| Legacy Bridge, LLC | 0.00% | No change | 99 | $7K |
| Hoese & Co LLP | 0.01% | No change | 100 | $6K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 90 | $6K |
| Redmont Wealth Advisors LLC | 0.01% | New | 90 | $6K |
| Stone House Investment Management, LLC | 0.00% | No change | 87 | $6K |
| Beacon Capital Management, LLC | 0.00% | No change | 79 | $5K |
| Wetzel Investment Advisors, Inc. | 0.00% | Reduce -28.6% | 75 | $5K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 75 | $5K |
| Cedar Wealth Management, LLC | 0.00% | New | 69 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 65 | $4K |
| Citadel Advisors | 0.00% | New | 65 | $4K |
| Creekmur Asset Management LLC | 0.00% | Reduce -86.4% | 63 | $4K |
| Chesapeake Asset Management LLC | 0.00% | No change | 60 | $4K |
| Harbor Investment Advisory, LLC | 0.00% | Add +31.1% | 59 | $4K |
| Atwood & Palmer Inc. | 0.00% | New | 58 | $4K |
| Motco | 0.00% | No change | 56 | $4K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -88.5% | 55 | $4K |
| LRI Investments, LLC | 0.00% | — | 55 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -52.7% | 53 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Add +284.6% | 50 | $4K |
| First Financial Corp. | 0.00% | New | 51 | $4K |
| Salomon & Ludwin, LLC | 0.00% | New | 51 | $4K |
| Balefire, LLC | 0.00% | No change | 50 | $3K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 50 | $3K |
| Abich Financial Wealth Management LLC | 0.00% | New | 49 | $3K |
| Valued Wealth Advisors LLC | 0.00% | Reduce -73.7% | 45 | $3K |
| Tortoise Investment Management, LLC | 0.00% | New | 44 | $3K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 43 | $3K |
| Colonial Trust Co / SC | 0.00% | Reduce -21.8% | 43 | $3K |
| Abound Wealth Management | 0.00% | Reduce -11.1% | 40 | $3K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 40 | $3K |
| Granite FO LLC | 0.00% | New | 39 | $3K |
| DecisionPoint Financial, LLC | 0.00% | No change | 33 | $2K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 34 | $2K |
| Oakworth Capital, Inc. | 0.00% | No change | 33 | $2K |
| ClariVest Asset Management LLC | 0.00% | Add +6.7% | 32 | $2K |
| Richardson Financial Services Inc. | 0.00% | New | 31 | $2K |
| Palisade Asset Management, LLC | 0.00% | New | 31 | $2K |
| Northwest Capital Management Inc | 0.00% | No change | 30 | $2K |
| Archer Investment Corp | 0.00% | No change | 30 | $2K |
| Colonial Trust Advisors | 0.00% | New | 30 | $2K |
| Trust Co. of Vermont | 0.00% | No change | 30 | $2K |
| Caitlin John, LLC | 0.00% | No change | 24 | $2K |
| Evermay Wealth Management LLC | 0.00% | No change | 24 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 21 | $1K |
| McClarren Financial Advisors, Inc. | 0.00% | Add +7.7% | 14 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 1 | $1K |
| Elequin Capital, LP | 0.00% | No change | 1 | $69 |
"% of holder's portfolio" is TTE's weight in each manager's 13F, not the share of Totalenergies SE -Spon ADR the manager owns.