United Parcel Service Class BUPS

13F holders, Q1 2024 (March 31)
2,215holders
11famous investors
$148.69avg. 13F price*

At the end of Q1 2024, 2,215 institutions reported holding United Parcel Service Class B (UPS) in their 13F filings. The largest holders were Vanguard Group Inc. ($9.4B), BlackRock Inc. ($8.1B) and State Street Corp. ($4.3B). 11 famous investors held it, including David Tepper (1.3% of Appaloosa's portfolio), Bill Gates / Michael Larson (0.2% of Gates Foundation Trust's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).

Company
United Parcel Service Class B
Sector
Industrials
CUSIP
911312106
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 2,215Q1 2024Q2 2024: 2,177Q2 2024Q3 2024: 2,165Q3 2024Q4 2024: 2,290Q4 2024Q1 2025: 2,201Q1 2025Q2 2025: 2,115Q2 2025Q3 2025: 1,947Q3 2025Q4 2025: 2,123Q4 2025Q1 2026: 2,116Q1 2026Q2 2026: 2,145Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions115$326.9M
Exits169$1.5B

Ownership 2,215 holders

Vanguard Group Inc. 0.19% Reduce -5.6% 63,456,145 $9.4B
BlackRock Inc. 0.19% Add +0.3% 54,434,204 $8.1B
State Street Corp. 0.19% Add +2.8% 28,997,523 $4.3B
JPMorgan Chase & Co. 0.34% Add +1.6% 25,936,272 $3.9B
Charles Schwab Investment Management Inc. 0.65% Add +20.6% 19,091,280 $2.8B
Wellington Management Group LLP 0.50% Add +4.3% 18,933,509 $2.8B
Geode Capital Management, LLC 0.20% Add +3.4% 14,622,282 $2.2B
Bank of America Corp. 0.20% Add +7.3% 13,769,716 $2.0B
FMR LLC 0.10% Add +6.0% 10,277,424 $1.5B
Ameriprise Financial Inc. 0.41% Add +13.2% 10,061,351 $1.5B
Franklin Resources Inc. 0.48% Add +4.4% 10,025,459 $1.5B
Norges Bank 0.18% Add +4.6% 7,504,734 $1.1B
Northern Trust Corp. 0.19% Reduce -3.8% 7,447,490 $1.1B
Morgan Stanley 0.09% Reduce -2.2% 7,169,501 $1.1B
Wells Fargo & Company 0.28% Add +4.0% 7,169,276 $1.1B
Clearbridge Investments, LLC 0.79% Add +6.5% 6,671,306 $991.6M
Bank of New York Mellon Corp 0.18% Reduce -3.5% 6,470,286 $961.7M
Invesco Ltd. 0.20% Add +8.1% 6,333,958 $941.4M
UBS Group AG 0.30% Add +32.5% 6,208,415 $922.8M
Goldman Sachs Group Inc. 0.17% Add +16.1% 5,530,487 $822.0M
Legal & General Group Plc 0.19% Reduce -0.3% 4,512,210 $670.6M
T. Rowe Price Associates Inc. 0.07% Add +2.5% 4,113,870 $611.4M
American Century Companies Inc. 0.35% Add +17.9% 3,750,938 $557.5M
Nuveen Asset Management, LLC 0.17% Add +1.2% 3,746,604 $556.9M
Dimensional Fund Advisors LP 0.15% Add +0.1% 3,680,732 $547.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.19% Reduce -12.5% 3,612,303 $536.9M
Capital World Investors 0.07% Add +9.6% 3,011,299 $447.6M
Raymond James & Associates 0.29% Add +12.1% 2,905,616 $431.9M
Primecap Management Co. 0.32% Add +0.2% 2,902,305 $431.4M
Royal Bank of Canada 0.10% Reduce -16.9% 2,681,837 $398.6M
Deutsche Bank AG 0.16% Add +10.8% 2,312,912 $343.8M
Amundi 0.15% Reduce -11.7% 2,388,914 $342.3M
California Public Employees Retirement System 0.23% Reduce -3.8% 2,174,849 $323.2M
Swiss National Bank 0.23% Reduce -4.2% 2,165,900 $321.9M
Envestnet Asset Management Inc. 0.11% Add +4.1% 2,018,320 $300.0M
Barclays PLC 0.13% Reduce -16.0% 1,882,133 $279.7M
Federated Hermes, Inc. 0.64% Reduce -2.3% 1,862,667 $276.8M
Sumitomo Mitsui Trust Group, Inc. 0.18% Reduce -0.8% 1,774,141 $263.7M
FineMark National Bank & Trust 9.57% Add +0.1% 1,732,701 $257.5M
First Trust Advisors LP 0.26% Add +0.8% 1,731,144 $257.3M
London Co. of Virginia 1.23% Reduce -2.6% 1,565,112 $232.6M
HSBC Holdings PLC 0.16% Add +55.7% 1,527,846 $227.1M
Stifel Financial Corp. 0.26% Add +10.5% 1,524,063 $226.5M
Credit Suisse AG/ 0.22% Reduce -1.8% 1,513,334 $224.9M
Massachusetts Financial Services Co. 0.06% Add +8.7% 1,411,217 $209.7M
Rhumbline Advisers 0.20% Add +0.7% 1,387,244 $206.2M
PNC Financial Services Group, Inc. 0.14% Add +0.9% 1,366,766 $203.1M
Thrivent Financial for Lutherans 0.39% Add +3.3% 1,313,432 $195.2M
Bank of Montreal 0.06% Reduce -6.2% 1,019,578 $184.6M
Citigroup Inc. 0.19% Add +71.4% 1,200,960 $178.5M
LPL Financial LLC 0.09% Add +0.5% 1,177,454 $175.0M
HighTower Advisors, LLC 0.28% Add +2.5% 1,176,572 $174.8M
Voya Investment Management LLC 0.20% Add +77.7% 1,167,981 $173.6M
California State Teachers Retirement System 0.22% Add +0.3% 1,153,467 $171.4M
National Pension Service 0.20% Add +1.3% 1,144,192 $170.1M
Truist Financial Corp. 0.25% Reduce -29.3% 1,103,402 $164.0M
Spirepoint Private Client, LLC 24.49% — 1,081,797 $160.8M
Haverford Trust Co 1.67% Add +9.1% 1,074,722 $159.7M
Nordea Investment Management AB 0.18% Add +5.9% 1,052,120 $156.3M
State Board of Administration of Florida Retirement System 0.36% Add +6.1% 785,337 $152.3M
Cullen Capital Management, LLC 1.61% Add +141.9% 974,610 $144.9M
Alliancebernstein L.P. 0.05% Add +7.2% 967,568 $143.8M
New York State Common Retirement Fund 0.19% Reduce -2.0% 961,363 $142.9M
Capital International Investors 0.03% Reduce -35.9% 958,731 $142.5M
Bahl & Gaynor LLC 0.74% Reduce -3.0% 896,447 $133.2M
Merit Financial Group, LLC 3.15% Add +2.3% 901,397 $132.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.18% Add +20.4% 869,763 $129.3M
Clifford Swan Investment Counsel LLC 4.78% Reduce -0.8% 865,033 $128.6M
Principal Financial Group Inc. 0.08% Reduce -0.6% 861,040 $128.0M
Crawford Investment Counsel Inc. 2.24% Add +12.7% 809,219 $120.3M
Capital Research Global Investors 0.03% Add +0.0% 803,496 $119.4M
Millennium Management 0.10% Add +721.5% 797,625 $118.6M
CANADA LIFE ASSURANCE Co 0.24% Add +14.2% 788,052 $117.2M
Accredited Investors Inc. 7.49% Add +0.0% 784,864 $116.7M
US Bancorp \de 0.16% Add +1.4% 779,576 $115.9M
Hamlin Capital Management, LLC 3.40% Add +22.9% 775,222 $115.2M
Mariner, LLC 0.24% Add +1.7% 767,600 $114.1M
Gates Foundation Trust 0.24% No change 755,089 $112.2M
Raymond James Financial Services Advisors, Inc. 0.16% Add +1.3% 744,794 $110.7M
New York State Teachers Retirement System 0.22% Reduce -1.6% 721,239 $107.2M
Coho Partners, Ltd. 2.59% Reduce -1.5% 709,820 $105.5M
Victory Capital Management Inc. 0.10% Reduce -6.1% 694,754 $103.3M
Baird Financial Group, Inc. 0.22% Reduce -2.4% 693,467 $103.1M
Artisan Partners Limited Partnership 0.15% Add +25.4% 684,797 $101.8M
Confluence Investment Management LLC 1.35% Add +109.9% 673,993 $100.2M
Marshall Wace, LLP 0.17% Add +49.1% 667,917 $99.3M
Empower Advisory Group, LLC 0.37% Add +12.8% 665,847 $99.0M
Boston Trust Walden Corp 0.70% Reduce -1.9% 661,001 $98.2M
BBR Partners, LLC 7.73% Add +0.4% 648,802 $96.4M
Baillie Gifford & Co. 0.07% Reduce -10.1% 647,611 $96.3M
Sarasin & Partners LLP 0.90% Add +2.5% 615,365 $91.5M
Interval Partners, LP 3.40% New 606,195 $90.1M
Adage Capital Partners Gp, L.L.C. 0.17% Add +4.5% 603,490 $89.7M
Appaloosa 1.34% Add +20.0% 600,000 $89.2M
Janney Montgomery Scott LLC 0.26% Add +8.5% 597,187 $88.8M
BNP Paribas Financial Markets 0.10% Add +27.7% 555,436 $82.6M
Manufacturers Life Insurance Company, The 0.08% Reduce -8.3% 550,414 $81.8M
M&T Bank Corp 0.28% Add +21.7% 545,659 $81.1M
Corient Private Wealth LP 0.14% Reduce -17.6% 532,200 $79.1M
Prudential Financial Inc. 0.11% Reduce -0.5% 524,067 $77.9M
Bank Julius Baer & Co. Ltd, Zurich 0.30% Add +10343.0% 523,509 $77.5M
Equity Investment Corp. 1.92% Add +77.3% 515,145 $76.6M
Korea Investment CORP 0.19% Reduce -11.1% 503,958 $74.9M
Commonwealth Equity Services, LLC 0.12% Add +2.2% 499,927 $74.3M
Manchester Capital Management LLC 9.15% Reduce -0.3% 499,509 $74.2M
Cerity Partners LLC 0.19% Add +27.3% 493,059 $73.2M
Aberdeen Group plc 0.14% Add +2.5% 488,765 $72.6M
Janus Henderson Group PLC 0.04% Reduce -86.6% 474,854 $70.6M
Mitsubishi UFJ Trust & Banking Corp 0.16% Reduce -6.8% 468,015 $69.5M
State of Wisconsin Investment Board 0.17% Add +3.6% 425,785 $63.3M
Value Partners Investments Inc. 5.16% Add +0.0% 425,179 $63.1M
State of New Jersey Common Pension Fund D 0.19% No change 415,822 $61.8M
Nomura Asset Management Co. Ltd. 0.22% Add +2.4% 406,729 $60.5M
Chevy Chase Trust Holdings, LLC 0.20% Reduce -0.9% 402,112 $59.8M
Mirae Asset Global Investments Co., Ltd. 0.13% Add +49.9% 363,998 $58.0M
APG Asset Management N.V. 0.10% Reduce -19.6% 412,097 $56.7M
Epoch Investment Partners, Inc. 0.25% Add +0.2% 380,704 $56.6M
Twinbeech Capital LP 1.14% New 372,128 $55.3M
Hollencrest Capital Management 2.53% Reduce -0.4% 370,711 $55.1M
Wealth Enhancement Advisory Services, LLC 0.14% Reduce -37.3% 369,924 $55.0M
Old Republic International Corp. 2.14% No change 365,600 $54.3M
Pictet Asset Management Holding SA 0.06% Reduce -5.1% 365,105 $54.3M
Glenmede Trust Co. NA 0.27% Add +7.5% 364,565 $54.2M
First Foundation Advisors 2.15% Reduce -0.9% 360,828 $53.6M
Voloridge Investment Management, LLC 0.19% Reduce -12.2% 353,912 $52.6M
Centric Wealth Management 16.72% Add +8.6% 356,570 $52.6M
Public Employees Retirement System of Ohio 0.20% Reduce -7.5% 351,854 $52.3M
Two Sigma Investments, LP 0.13% Add +27.6% 343,885 $51.1M
STRS Ohio 0.20% Add +18.9% 343,838 $51.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.06% Add +10.7% 341,381 $50.7M
Cacti Asset Management LLC 4.04% Reduce -5.7% 365,468 $50.7M
Storebrand Asset Management As 0.17% Add +18.4% 339,841 $50.5M
National Bank of Canada 0.09% Add +0.4% 342,024 $50.4M
Capital CS Group, LLC 49.73% Reduce -0.1% 333,661 $49.6M
Treasurer of the State of North Carolina 0.22% Add +0.6% 332,826 $49.5M
S. R. Schill & Associates 21.47% Add +0.0% 332,143 $49.4M
Fairview Capital Investment Management, LLC 2.78% Add +4.4% 331,672 $49.3M
Russell Investments Group, Ltd. 0.08% Reduce -20.5% 331,935 $49.3M
CFO4Life Group, LLC 8.69% Add +1.7% 322,198 $47.9M
TCW Group Inc. 0.48% Reduce -1.0% 322,030 $47.9M
RNC Capital Management LLC 2.71% Add +0.4% 320,022 $47.6M
InterOcean Capital Group, LLC 1.14% Add +7.2% 319,915 $47.5M
Danske Bank A/S 0.15% — 318,134 $47.3M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.70% Add +70.2% 316,953 $47.1M
Cetera Investment Advisers 0.11% Add +359.7% 310,451 $46.1M
Jane Street Group, LLC 0.06% Add +63.4% 305,463 $45.4M
Donaldson Capital Management, LLC 1.89% Add +6.6% 304,832 $45.3M
Rockefeller Capital Management L.P. 0.13% Add +1.9% 298,433 $44.4M
Impax Asset Management Group plc 0.17% Add +8.5% 298,022 $44.3M
DekaBank Deutsche Girozentrale 0.08% Add +28.6% 301,321 $44.1M
TD Asset Management Inc 0.04% Add +1.0% 292,883 $43.5M
Mn Services Vermogensbeheer B.V. 0.32% Reduce -14.2% 292,399 $43.5M
Royal London Asset Management Ltd. 0.11% Reduce -0.2% 289,616 $43.0M
Osaic Holdings, Inc. 0.10% Reduce -13.3% 287,770 $42.8M
Pacer Advisors, Inc. 0.10% Add +2.5% 287,342 $42.7M
Neuberger Berman Group LLC 0.04% Add +201.2% 285,285 $42.4M
Swedbank AB 0.06% Add +6.4% 283,088 $42.1M
Comerica Bank 0.18% Add +1.9% 282,098 $41.9M
Aviva PLC 0.14% Reduce -13.4% 281,916 $41.9M
Sei Investments Co. 0.06% Reduce -6.6% 279,771 $41.6M
Asset Management One Co., Ltd. 0.16% Reduce -7.3% 277,616 $41.3M
Handelsbanken Fonder AB 0.18% Add +5.9% 276,591 $41.1M
Saturna Capital Corp. 0.56% Add +17.4% 274,696 $40.8M
Gateway Investment Advisers LLC 0.46% Reduce -4.2% 272,372 $40.5M
Swiss Life Asset Management Ltd 0.56% Add +82.7% 272,229 $40.5M
Squarepoint Ops LLC 0.17% Reduce -25.4% 268,231 $39.9M
Guggenheim Capital LLC 0.27% Reduce -2.6% 256,559 $38.1M
Resona Asset Management Co.,Ltd. 0.22% — 250,886 $37.3M
Pinebridge Investments, L.P. 0.30% Add +9.6% 249,639 $37.1M
Assenagon Asset Management S.A. 0.10% Reduce -51.7% 244,548 $36.3M
Morningstar Investment Services LLC 0.40% Reduce -51.4% 244,687 $36.0M
Creative Planning 0.04% Reduce -27.5% 240,734 $35.8M
Toronto Dominion Bank 0.06% Reduce -44.0% 240,352 $35.7M
Deprince Race & Zollo Inc. 0.77% Add +53.9% 239,571 $35.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% Add +2.7% 238,633 $35.5M
United Services Automobile Association 0.87% No change 237,333 $35.3M
AQR Capital Management 0.06% Add +63.6% 234,864 $34.5M
W1M Asset Management Ltd 2.62% Add +3.9% 230,774 $34.3M
Smith Chas P & Associates Pa Cpas 2.05% Add +2.9% 228,409 $33.9M
River Road Asset Management, LLC 0.45% Reduce -7.7% 224,801 $33.4M
State of Tennessee, Department of Treasury 0.12% Add +28.2% 215,956 $32.1M
Susquehanna International Group, LLP 0.05% Reduce -57.0% 213,466 $31.7M
Letko, Brosseau & Associates Inc. 0.55% Reduce -0.7% 212,555 $31.6M
Arizona State Retirement System 0.21% Add +2.0% 207,551 $30.8M
Capital Investment Advisors, LLC 0.72% Add +1.3% 207,040 $30.8M
AXA S.A. 0.09% Reduce -2.6% 206,956 $30.8M
USS Investment Management Ltd 0.25% Add +3.6% 205,603 $30.6M
D.A. Davidson & Co. 0.27% Add +9.2% 203,409 $30.2M
Advisors Asset Management, Inc. 0.57% Reduce -2.8% 199,100 $29.6M
State of Michigan Retirement System 0.16% Add +0.1% 198,214 $29.5M
Nisa Investment Advisors, LLC 0.19% Reduce -1.3% 195,717 $28.9M
Schonfeld Strategic Advisors LLC 0.23% Add +11068.0% 193,765 $28.8M
Keybank National Association 0.12% Add +2.2% 193,528 $28.8M
Nexus Investment Management ULC 2.70% Add +10.9% 188,720 $28.0M
Brown Brothers Harriman & Co. 0.21% Reduce -2.1% 187,996 $27.9M
Miller Howard Investments Inc. 0.91% Add +5.1% 187,510 $27.9M
Focus Partners Wealth 0.23% Add +199.7% 187,245 $27.8M
Raymond James Trust N.A. 0.67% Add +4.1% 186,531 $27.7M
Trillium Asset Management, LLC 0.70% Reduce -0.4% 186,020 $27.6M
Professional Advisory Services Inc. 3.43% Add +9.3% 184,769 $27.5M
Alps Advisors Inc. 0.19% Add +3.8% 184,631 $27.4M
Bank of Nova Scotia 0.06% Add +4.4% 183,361 $27.3M
American International Group, Inc. 0.10% Reduce -0.3% 183,189 $27.2M
Delta Asset Management LLC 2.38% Add +0.4% 181,350 $27.0M
Natixis Advisors, LLC 0.06% Reduce -18.8% 179,789 $26.7M
Los Angeles Capital Management LLC 0.09% Reduce -7.5% 178,192 $26.5M
MetLife Investment Management, LLC 0.18% Reduce -3.4% 177,663 $26.4M
Blair William & Co. 0.08% Reduce -5.8% 177,611 $26.4M
Jamison Private Wealth Management, Inc. 4.37% Add +0.7% 174,017 $25.9M
AMF Tjanstepension AB 0.19% Reduce -13.1% 172,126 $25.6M
Zacks Investment Management 0.27% Add +6.8% 171,643 $25.5M
Oppenheimer Asset Management Inc. 0.37% Reduce -13.1% 169,259 $25.2M
DNB Asset Management AS 0.13% Reduce -1.6% 168,313 $25.0M
Westshore Wealth, LLC 10.22% No change 165,024 $24.5M
Trexquant Investment LP 0.48% New 162,851 $24.2M
Sabal Trust CO 1.40% Add +1.6% 162,643 $24.2M
Forsta Ap-Fonden 0.20% Reduce -6.6% 161,800 $24.0M
CIBC Private Wealth Group LLC 0.05% Add +2.8% 162,424 $24.0M
MML Investors Services, LLC 0.10% Add +1.7% 160,938 $23.9M
Retirement Systems of Alabama 0.09% Add +0.1% 159,633 $23.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.16% Add +0.3% 158,776 $23.6M
1832 Asset Management L.P. 0.04% Add +48.3% 153,824 $22.9M
Amalgamated Bank 0.19% Reduce -13.8% 152,789 $22.7M
Klingenstein Fields & Co. LP 0.94% Reduce -2.0% 152,471 $22.7M
Ensign Peak Advisors, Inc 0.04% Reduce -24.5% 151,368 $22.5M
KCM Investment Advisors LLC 0.83% Reduce -0.1% 150,060 $22.3M
Texas Permanent School Fund Corp. 0.18% Add +0.1% 150,002 $22.3M
UniSuper Management Pty Ltd 0.21% Reduce -12.2% 149,373 $22.2M
Stephens Inc. 0.34% Add +14.7% 147,721 $22.0M
Manning & Napier Group, LLC 0.27% Reduce -7.6% 145,816 $21.7M
Fifth Third Bancorp 0.08% Reduce -9.0% 144,650 $21.5M
Clarkston Capital Partners, LLC 0.38% Add +3.5% 143,890 $21.4M
Skandinaviska Enskilda Banken AB (publ) 0.10% Add +0.2% 143,168 $21.3M
IFM Investors Pty Ltd 0.23% Add +0.1% 142,715 $21.2M
Mairs & Power Inc. 0.20% Reduce -25.8% 142,315 $21.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.23% Reduce -0.8% 142,141 $21.1M
Waters Parkerson & Co., LLC 1.08% Reduce -0.2% 141,640 $21.1M
Schroder Investment Management Group 0.02% Reduce -29.5% 141,298 $21.0M
Marathon Asset Management Ltd 0.56% Reduce -6.3% 140,403 $20.9M
Modera Wealth Management, LLC 0.32% Add +5.7% 139,307 $20.7M
First Manhattan Co. Llc. 0.07% Reduce -2.7% 139,021 $20.7M
Choreo, LLC 0.53% Add +0.4% 138,267 $20.6M
Badgley Phelps Wealth Managers, LLC 0.51% Reduce -20.8% 136,665 $20.3M
Benjamin F. Edwards & Company, Inc. 0.36% Add +3.3% 134,888 $20.0M
CIBC Asset Management Inc 0.07% Add +2.3% 134,282 $20.0M
Regions Financial Corp. 0.15% Reduce -45.6% 134,176 $19.9M
Van Eck Associates Corp. 0.03% Add +2.1% 133,606 $19.9M
Varma Mutual Pension Insurance Co 0.17% Add +144.9% 132,658 $19.7M
KBC Group NV 0.06% Reduce -56.8% 131,925 $19.6M
Willis Investment Counsel 1.33% Add +65.9% 130,556 $19.4M
Cambridge Investment Research Advisors, Inc. 0.07% Add +3.5% 130,390 $19.4M
Donald L. Hagan, LLC 10.22% Reduce -0.1% 130,040 $19.3M
Woodline Partners LP 0.18% New 129,480 $19.2M
Dearborn Partners LLC 0.82% Reduce -24.6% 128,139 $19.0M
Caisse de depot et placement du Quebec 0.05% Add +3372.5% 127,960 $19.0M
Czech National Bank 0.24% Add +0.4% 127,257 $18.9M
Connor, Clark & Lunn Investment Management Ltd. 0.08% Reduce -79.4% 126,470 $18.8M
Calamos Advisors LLC 0.13% Reduce -2.6% 126,402 $18.8M
Madison Asset Management, LLC 0.23% Reduce -3.9% 126,115 $18.7M
Kestra Advisory Services, LLC 0.13% Add +21.9% 125,985 $18.7M
Prio Wealth Limited Partnership 0.54% Add +3.3% 125,941 $18.7M
Utah Retirement Systems 0.22% Reduce -0.1% 125,518 $18.7M
Factory Mutual Insurance Co. 0.21% No change 123,700 $18.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.56% Add +6.9% 122,162 $18.2M
Godsey & Gibb, Inc. 1.90% Add +8.8% 121,645 $18.1M
Citadel Advisors 0.02% Reduce -92.9% 121,490 $18.1M
Vontobel Holding Ltd. 0.14% Reduce -23.6% 121,061 $18.0M
Two Sigma Advisers, LP 0.04% Reduce -50.1% 118,700 $17.6M
Xponance LLC 0.18% Reduce -7.6% 118,518 $17.6M
First Long Island Investors, LLC 1.46% Reduce -2.2% 117,921 $17.5M
Temasek Holdings (Private) Ltd 0.09% Add +249.3% 115,281 $17.1M
Mercer Global Advisors Inc. 0.05% Reduce -23.4% 115,272 $17.1M
Washington Trust Advisors, Inc. 1.56% Reduce -0.9% 114,619 $17.0M
Stewart & Patten Co. LLC 2.54% Add +2.8% 114,167 $17.0M
Scotia Capital Inc. 0.10% Reduce -1.3% 114,091 $17.0M
DAVENPORT & Co LLC 0.11% Reduce -83.2% 113,999 $16.9M
Harvest Portfolios Group Inc. 0.66% Reduce -2.7% 113,010 $16.8M
Marcum Wealth, LLC 1.68% Add +0.1% 111,609 $16.6M
SG Americas Securities, LLC 0.09% Reduce -6.1% 110,451 $16.4M
Brown Advisory Inc. 0.02% Reduce -20.0% 110,026 $16.4M
Andra AP-fonden 0.29% New 109,983 $16.3M
NewEdge Advisors, LLC 0.14% Add +3.5% 109,383 $16.3M
New York Life Investment Management LLC 0.16% Reduce -3.4% 109,339 $16.3M
Degroof Petercam Asset Management 0.20% Reduce -9.5% 109,300 $16.2M
Marco Investment Management LLC 1.53% Add +0.2% 108,974 $16.2M
Alpha Cubed Investments, LLC 0.84% Add +4.9% 108,574 $16.1M
Blue Chip Partners, LLC 1.56% Add +11.8% 108,060 $16.1M
Baker Avenue Asset Management, LP 0.62% Add +31.6% 107,503 $16.0M
Pathstone Holdings, LLC 0.07% Add +7.2% 107,050 $15.9M
Financial Counselors Inc. 0.27% Add +3.0% 107,034 $15.9M
Fidelity National Financial, Inc. 0.31% No change 106,701 $15.9M
Verity & Verity, LLC 1.76% Add +4.1% 106,327 $15.8M
Bridgeway Capital Management, LLC 0.32% Add +22.7% 105,029 $15.6M
Yousif Capital Management, LLC 0.17% Reduce -0.4% 104,648 $15.6M
QRG Capital Management, Inc. 0.19% Reduce -20.4% 102,424 $15.2M
Public Employees Retirement Association of Colorado 0.07% Reduce -4.8% 101,751 $15.1M
Teacher Retirement System of Texas 0.10% Reduce -28.2% 101,621 $15.1M
Everett Harris & Co. 0.20% Reduce -2.7% 101,075 $15.0M
Fisher Asset Management 0.01% Reduce -3.6% 100,783 $15.0M
Canada Pension Plan Investment Board 0.02% Add +1.1% 99,190 $14.7M
U.S. Capital Wealth Advisors, LLC 0.57% Add +9.0% 98,969 $14.7M
Mayar Capital Ltd. 12.57% Reduce -13.5% 98,961 $14.7M
D. E. Shaw & Co. 0.02% Add +106.2% 98,951 $14.7M
Pinnacle Associates Ltd. 0.23% Reduce -6.2% 98,221 $14.6M
Isthmus Partners, LLC 1.65% Add +42.7% 97,592 $14.5M
Private Advisor Group, LLC 0.10% Reduce -7.6% 97,087 $14.4M
Southern Capital Advisors, LLC 8.69% Add +0.1% 96,282 $14.3M
Greatmark Investment Partners, Inc. 2.04% Add +5.5% 96,111 $14.3M
Tamar Securities, LLC 2.42% Add +18.5% 95,959 $14.3M
Tritonpoint Wealth, LLC 1.48% Add +1.3% 93,685 $14.2M
Mutual of America Capital Management LLC 0.15% Reduce -2.1% 94,857 $14.1M
NorthCrest Asset Manangement, LLC 0.48% Add +4.5% 94,707 $14.1M
Atria Investments, Inc 0.19% Add +5.4% 94,365 $14.0M
Walleye Trading LLC 0.23% Reduce -3.7% 94,192 $14.0M
TD Waterhouse Canada Inc. 0.10% Add +1.8% 91,180 $14.0M
Biechele Royce Advisors 4.63% Add +6.7% 94,015 $14.0M
Janney Capital Management LLC 0.93% Add +9.6% 93,888 $14.0M
Eagle Asset Management Inc. 0.07% Add +61.4% 94,517 $14.0M
Commerce Bank 0.09% Add +4.0% 92,794 $13.8M
ProShare Advisors LLC 0.04% Reduce -3.3% 92,661 $13.8M
Sequoia Financial Advisors, LLC 0.17% Reduce -4.4% 91,789 $13.6M
Orion Porfolio Solutions, LLC 0.15% Add +15.8% 91,644 $13.6M
Orion Portfolio Solutions, LLC 0.15% Add +15.8% 91,644 $13.6M
Steigerwald, Gordon & Koch Inc. 1.69% Add +0.3% 91,489 $13.6M
Telos Capital Management, Inc. 1.53% Add +4.7% 91,445 $13.6M
Mediolanum International Funds Ltd 0.22% — 91,996 $13.6M
Brookstone Capital Management 0.24% Reduce -5.6% 90,611 $13.5M
Armstrong Advisory Group, Inc. 1.31% No change 85,615 $13.5M
Man Group plc 0.04% Add +144.6% 90,203 $13.4M
Deroy & Devereaux Private Investment Counsel Inc. 0.82% Reduce -1.2% 90,057 $13.4M
Bartlett & Co. Wealth Management LLC 0.20% Reduce -2.4% 89,504 $13.3M
Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 11.43% — 84,284 $13.3M
Pinnacle Financial Partners Inc 0.29% Reduce -10.2% 89,089 $13.2M
International Assets Investment Management, LLC 1.38% Reduce -3.3% 89,186 $13.2M
Nissay Asset Management Corp. /Japan 0.09% Add +1.9% 86,732 $12.9M
Cullen/Frost Bankers, Inc. 0.19% Add +3.8% 86,708 $12.9M
Bar Harbor Wealth Management 0.86% Reduce -0.4% 86,560 $12.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.09% Add +3.7% 86,351 $12.8M
Miramar Capital, LLC 3.22% Add +7.0% 86,727 $12.8M
Wilkins Investment Counsel Inc. 1.86% Add +41.6% 85,726 $12.7M
State of Alaska, Department of Revenue 0.15% Add +0.4% 85,711 $12.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +6.7% 85,286 $12.7M
Achmea Investment Management B.V. 0.24% Reduce -6.0% 85,193 $12.7M
First Fiduciary Investment Counsel, Inc. 2.61% Reduce -3.7% 84,796 $12.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.15% Add +5.2% 83,570 $12.4M
Cresset Asset Management, LLC 0.06% Reduce -1.4% 83,495 $12.4M
Waverly Advisors, LLC 0.29% Add +1199.0% 83,344 $12.4M
Moneta Group Investment Advisors LLC 0.20% Add +1233.5% 83,263 $12.4M
ING Groep NV 0.08% Add +617.8% 83,098 $12.4M
United Bank 1.47% Add +10.5% 82,741 $12.3M
Heritage Investors Management Corp. 0.43% Add +0.3% 82,332 $12.2M
Cibc World Market Inc. 0.03% Add +1.1% 82,033 $12.2M
Kestra Private Wealth Services, LLC 0.28% Add +2.1% 81,958 $12.2M
Waypoint Wealth Partners Inc. 3.46% No change 81,858 $12.2M
Zevin Asset Management LLC 2.01% Reduce -11.1% 81,437 $12.1M
Jacobs & Co. 1.28% Add +4.1% 81,430 $12.1M
Vantage Investment Partners, LLC 1.07% Add +2.6% 80,637 $12.0M
Rwa Wealth Partners, LLC 0.16% Add +1.6% 80,428 $12.0M
SpiderRock Advisors, LLC 0.39% — 78,788 $12.0M
Iowa State Bank 2.64% Reduce -0.3% 80,196 $11.9M
Kornitzer Capital Management Inc. 0.22% Add +0.4% 79,760 $11.9M
Logan Capital Management Inc. 0.51% Add +36.6% 79,461 $11.8M
Cwm, LLC 0.06% Reduce -28.7% 79,451 $11.8M
Synovus Financial Corp. 0.15% Reduce -1.8% 79,276 $11.8M
Thompson Siegel & Walmsley LLC 0.18% Reduce -0.0% 76,617 $11.4M
Townsquare Capital LLC 0.17% Add +42.1% 76,113 $11.3M
Addenda Capital Inc. 0.43% Add +11.4% 75,882 $11.3M
Daiwa Securities Group Inc. 0.06% Add +2.3% 75,576 $11.2M
Allianz Asset Management GmbH 0.02% Reduce -11.7% 73,100 $10.9M
Engineers Gate Manager LP 0.29% Add +771.2% 73,008 $10.9M
CW Advisors, LLC 0.19% Add +34.5% 72,826 $10.8M
Rafferty Asset Management, LLC 0.04% Reduce -2.8% 72,823 $10.8M
CapWealth Advisors, LLC 1.21% Add +24.9% 72,661 $10.8M
LBP Am SA 0.43% Reduce -25.1% 72,546 $10.8M
Cibc World Markets Corp. 0.07% Reduce -47.5% 72,535 $10.8M
Peapack Gladstone Financial Corp. 0.17% Add +2.5% 72,350 $10.8M
J.W. Cole Advisors, Inc. 0.54% Reduce -0.4% 72,306 $10.7M
Beacon Pointe Advisors, LLC 0.12% Add +43.7% 72,158 $10.7M
Abn Amro Investment Solutions 0.19% Add +5.6% 71,940 $10.7M
Northwestern Mutual Wealth Management Co. 0.01% Add +1.2% 71,662 $10.7M
Kayne Anderson Rudnick Investment Management LLC 0.02% Reduce -5.1% 71,553 $10.6M
Qube Research & Technologies Ltd 0.02% Reduce -83.5% 71,173 $10.6M
Eastern Bank 0.44% Reduce -1.2% 71,031 $10.6M
Stonebridge Capital Advisors LLC 0.95% Add +6.9% 70,882 $10.5M
TCTC Holdings, LLC 0.35% Reduce -1.9% 70,101 $10.4M
Stillwater Capital Advisors, LLC 1.54% Add +0.6% 70,074 $10.4M
Allspring Global Investments Holdings, LLC 0.02% Reduce -35.8% 69,979 $10.4M
Woodmont Investment Counsel LLC 0.88% Add +2.1% 69,950 $10.4M
Empowered Funds, LLC 0.19% Add +66.6% 69,763 $10.4M
Lido Advisors, LLC 0.09% Add +6.8% 69,413 $10.3M
Abner Herrman & Brock LLC 1.28% Add +2.4% 69,181 $10.3M
Congress Asset Management Co. 0.07% Add +32.0% 68,651 $10.2M
Edgar Lomax Co. 0.63% Add +44.0% 68,325 $10.2M
South Dakota Investment Council 0.21% Add +289.0% 67,972 $10.1M
Welch & Forbes LLC 0.14% Reduce -2.6% 67,939 $10.1M
Guyasuta Investment Advisors Inc. 0.73% Reduce -0.6% 64,032 $10.1M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.14% Reduce -1.0% 67,413 $10.0M
Allianz SE 0.31% — 66,352 $9.9M
Mackenzie Financial Corp. 0.01% Add +6.0% 66,310 $9.9M
Elo Mutual Pension Insurance Co 0.23% Add +4.7% 66,085 $9.8M
MAI Capital Management 0.10% Add +29.9% 66,083 $9.8M
Tudor Investment Corporation 0.12% New 65,717 $9.8M
M&G PLC 0.07% — 65,546 $9.8M
Assetmark, Inc. 0.03% Add +5.2% 65,630 $9.8M
CCM Investment Advisers LLC 1.17% Add +2.1% 65,589 $9.7M
Steward Partners Investment Advisory, LLC 0.11% Reduce -1.9% 64,811 $9.6M
Hendershot Investments Inc. 1.36% Reduce -2.8% 63,873 $9.5M
Huntington National Bank 0.10% Reduce -25.2% 63,851 $9.5M
Parkwood LLC 0.99% Add +222.5% 63,503 $9.4M
Independent Advisor Alliance 0.34% Reduce -5.3% 63,500 $9.4M
Mattern Capital Management, LLC 1.28% Add +7.0% 63,425 $9.4M
9258 Wealth Management, LLC 1.46% Reduce -0.9% 62,994 $9.4M
Tredje AP-fonden 0.10% Reduce -13.5% 62,794 $9.3M
Noesis Capital Mangement Corp. 2.06% Reduce -3.0% 62,333 $9.3M
Coulter & Justus Financial Services, LLC 2.06% New 62,333 $9.3M
Bailard, Inc. 0.26% Reduce -0.2% 62,269 $9.3M
Simplex Trading, LLC 0.27% Add +16.8% 62,262 $9.3M
Oregon Public Employees Retirement Fund 0.18% Reduce -21.1% 61,860 $9.2M
Hantz Financial Services, Inc. 0.18% Reduce -6.2% 61,762 $9.2M
Gulf International Bank (UK) Ltd 0.23% Add +0.5% 61,453 $9.1M
Gilbert & Cook, Inc. 1.24% Reduce -17.0% 61,431 $9.1M
Ameritas Advisory Services, LLC 0.38% Add +532.6% 61,435 $9.1M
Candriam S.C.A. 0.06% Reduce -12.3% 61,373 $9.1M
GAM Holding AG 0.66% New 61,324 $9.1M
Advocate Group LLC 1.81% Add +13.9% 61,195 $9.1M
Wesbanco Bank Inc. 0.34% Add +344.6% 61,178 $9.1M
Glenview Trust Co 0.20% Reduce -1.4% 61,130 $9.1M
Evercore Wealth Management, LLC 0.14% Reduce -3.8% 60,606 $9.0M
UMB Bank, n.a. 0.14% Reduce -58.8% 60,530 $9.0M
Evergreen Capital Management LLC 0.34% Reduce -1.1% 60,524 $9.0M
Visionary Wealth Advisors 0.61% Add +18.1% 60,329 $9.0M
Daymark Wealth Partners, LLC 0.48% Reduce -0.4% 60,111 $8.9M
Formuepleje A/S 0.50% Reduce -8.9% 59,837 $8.9M
Sigma Investment Counselors Inc. 0.57% Reduce -0.1% 59,697 $8.9M
Envestnet Portfolio Solutions, Inc. 0.03% Add +12.3% 59,567 $8.9M
Macquarie Group Ltd. 0.01% Reduce -14.9% 59,283 $8.8M
Teachers Retirement System of the State of Kentucky 0.08% Reduce -5.2% 59,198 $8.8M
Capstone Investment Advisors, LLC 0.30% Add +66.3% 59,151 $8.8M
United Advisor Group, LLC 3.28% Reduce -19.4% 58,774 $8.7M
Cullinan Associates Inc. 0.49% Add +7.5% 58,728 $8.7M
Prospera Financial Services Inc 0.26% Add +7.0% 58,411 $8.7M
Olstein Capital Management, L.P. 1.41% Add +20.8% 58,000 $8.6M
Captrust Financial Advisors 0.03% Reduce -18.1% 57,772 $8.6M
Romano Brothers and Company 1.18% Reduce -2.4% 57,752 $8.6M
Lynch & Associates 1.98% Reduce -3.7% 57,706 $8.6M
Integrated Wealth Concepts LLC 0.12% Reduce -2.2% 57,405 $8.5M
Lathrop Investment Management Co. 1.65% Reduce -10.2% 57,398 $8.5M
B. Metzler seel. Sohn & Co. AG 0.09% Add +7.8% 57,304 $8.5M
Birch Hill Investment Advisors LLC 0.41% Reduce -22.0% 57,152 $8.5M
Hamel Associates, Inc. 2.72% Add +0.6% 56,964 $8.5M
Bell Bank 0.73% Add +6.0% 56,796 $8.4M
Linscomb Wealth, Inc. 0.43% Reduce -0.3% 56,138 $8.3M
Sowell Financial Services LLC 0.39% Reduce -0.4% 55,033 $8.2M
Anchor Investment Management, LLC 0.86% Add +0.6% 55,020 $8.2M
Kentucky Retirement Systems 0.24% Reduce -5.1% 54,926 $8.2M
Argent Trust Co 0.37% Add +0.3% 54,658 $8.1M
Maryland State Retirement & Pension System 0.16% Add +0.8% 56,862 $8.1M
Country Club Bank 0.57% Add +17.2% 54,331 $8.1M
Tompkins Financial Corp. 0.91% Add +5.5% 54,260 $8.1M
Vanguard Personalized Indexing Management, LLC 0.17% Add +26.7% 53,976 $8.0M
Shelton Capital Management 0.23% Reduce -0.7% 53,914 $8.0M
Meiji Yasuda Life Insurance Co 0.17% Add +23.1% 53,836 $8.0M
Grace & White Inc. 1.45% No change 53,690 $8.0M
Erste Asset Management GmbH 0.11% Add +52.8% 54,347 $8.0M
CX Institutional 0.38% Add +30.4% 53,401 $7.9M
Executive Wealth Management, LLC 0.69% Add +0.9% 53,635 $7.9M
Summit Financial Wealth Advisors, LLC 1.60% Add +10.1% 53,221 $7.9M
Axxcess Wealth Management, LLC 0.22% Reduce -3.1% 53,194 $7.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.24% Add +9.2% 53,124 $7.9M
Ibex Wealth Advisors 2.13% — 45,176 $7.9M
Oppenheimer & Co. Inc. 0.13% Reduce -3.8% 52,330 $7.8M
Credit Agricole S A 0.13% Add +78.8% 53,577 $7.6M
Carlson Capital, L.P. 0.61% New 50,200 $7.5M
Sheaff Brock Investment Advisors, LLC 0.59% Reduce -0.1% 49,921 $7.4M
Spinnaker Trust 0.47% Add +2.0% 49,431 $7.3M
Lowe Brockenbrough & Co. Inc. 0.50% Add +24.4% 49,358 $7.3M
Hendley & Co. Inc. 2.62% Add +0.5% 49,312 $7.3M
Morgan Dempsey Capital Management LLC 2.34% Reduce -7.9% 49,077 $7.3M
Texas Yale Capital Corp. 0.32% Reduce -0.1% 49,005 $7.3M
Ally Financial Inc. 0.98% Add +53.1% 49,000 $7.3M
Resources Management Corp. /CT/ 1.06% Reduce -4.6% 48,894 $7.3M
Intact Investment Management Inc. 0.29% No change 48,800 $7.3M
Oakview Capital Management, L.P. 7.50% Reduce -60.8% 48,409 $7.2M
SteelPeak Wealth, LLC 0.36% Add +1755.1% 47,880 $7.1M
Cantor Fitzgerald Investment Advisors L.P. 0.53% Reduce -2.5% 47,660 $7.1M
Capital Management Corp. 1.35% Add +9.1% 47,616 $7.1M
Investment House LLC 0.41% Add +4.9% 47,399 $7.0M
Koshinski Asset Management, Inc. 0.72% Add +1365.6% 47,031 $7.0M
Advisory Services Network, LLC 0.15% Add +27.9% 46,934 $7.0M
O'shaughnessy Asset Management, LLC 0.08% Add +6.8% 46,870 $7.0M
Hartford Investment Management Co. 0.25% Reduce -4.1% 46,740 $6.9M
Griffin Asset Management, Inc. 0.83% Add +12.1% 46,591 $6.9M
Keystone Financial Planning, Inc. 2.23% Add +4.6% 46,276 $6.9M
Signaturefd, LLC 0.14% Reduce -5.3% 46,014 $6.8M
Tufton Capital Management 1.34% Reduce -1.0% 45,996 $6.8M
Prudential PLC 0.06% Reduce -4.9% 45,874 $6.8M
Stonegate Investment Group, LLC 0.21% Add +5.9% 45,846 $6.8M
Wealthcare Advisory Partners LLC 0.22% Add +0.6% 45,672 $6.8M
Gratus Capital, LLC 0.31% Add +0.8% 45,657 $6.8M
Wambolt & Associates, LLC 2.03% Reduce -0.1% 45,821 $6.8M
Haverford Financial Services, Inc. 1.93% Reduce -0.2% 45,197 $6.7M
Hudson Bay Capital Management LP 0.07% New 45,070 $6.7M
Northeast Investment Management 0.33% Reduce -1.4% 44,613 $6.6M
Robeco Institutional Asset Management B.V. 0.01% Reduce -64.2% 44,609 $6.6M
Atria Wealth Solutions, Inc. 0.07% Add +18.6% 44,557 $6.6M
Ashton Thomas Private Wealth, LLC 0.38% Add +1.4% 44,486 $6.6M
Stratos Wealth Partners, LTD. 0.11% Reduce -1.4% 44,387 $6.6M
First National Trust Co 0.27% Reduce -5.7% 44,306 $6.6M
Loomis Sayles & Co. L P 0.01% Reduce -0.6% 44,046 $6.5M
Live Oak Private Wealth LLC 1.13% Reduce -7.9% 44,038 $6.5M
Buck Wealth Strategies, LLC 2.25% Add +1182.8% 44,024 $6.5M
Concurrent Investment Advisors, LLC 0.27% Add +1.5% 43,889 $6.5M
Birch Capital Management, LLC 3.37% Add +9.9% 43,687 $6.5M
Composition Wealth, LLC 0.16% Add +11.5% 43,413 $6.5M
Naples Global Advisors, LLC 0.66% Add +1.4% 43,409 $6.5M
Builder Investment Group Inc. 1.87% Reduce -0.6% 43,245 $6.4M
Securian Asset Management, Inc. 0.19% Reduce -6.9% 42,599 $6.3M
Calydon Capital 1.19% Add +55.5% 42,501 $6.3M
HRT Financial LP 0.04% Reduce -82.6% 42,245 $6.3M
Dean Investment Associates, LLC 0.86% Add +11.4% 42,217 $6.3M
Louisiana State Employees Retirement System 0.12% Reduce -3.7% 42,100 $6.3M
HTLF Bank 0.72% Add +1.1% 42,055 $6.3M
HBK Sorce Advisory LLC 0.22% Add +6.3% 41,908 $6.2M
Crossmark Global Holdings, Inc. 0.12% Reduce -4.7% 41,757 $6.2M
Jennison Associates LLC 0.00% Reduce -37.2% 41,548 $6.2M
Motley Fool Wealth Management, LLC 0.32% Add +2.4% 41,473 $6.2M
Waterfront Wealth Inc. 1.71% Reduce -0.1% 41,701 $6.1M
GTS Securities LLC 0.17% Add +129.2% 41,126 $6.1M
Borer Denton & Associates, Inc. 2.16% Reduce -1.2% 41,010 $6.1M
Venture Visionary Partners LLC 0.29% Reduce -13.1% 40,866 $6.1M
Tower Bridge Advisors 0.63% Reduce -18.8% 40,721 $6.1M
Sage Capital Advisors,llc 1.75% Add +140.3% 40,682 $6.0M
Rowlandmiller & Partners.adv 1.27% Add +6.7% 40,563 $6.0M
Zions Bancorporation, N.A. 0.44% Add +7.9% 40,521 $6.0M
Kettle Hill Capital Management, LLC 1.46% New 40,332 $6.0M
Sky Investment Group LLC 1.17% Reduce -0.4% 40,197 $6.0M
Albion Financial Group 0.46% Add +4.5% 40,164 $6.0M
Intech Investment Management LLC 0.08% Add +11.1% 40,018 $5.9M
SYSTM Wealth Solutions LLC 0.75% Reduce -4.7% 40,000 $5.9M
Ironwood Investment Counsel, LLC 1.03% Add +0.8% 39,900 $5.9M
Avantax Planning Partners, Inc. 0.19% Add +226.5% 39,663 $5.9M
CMG Global Holdings, LLC 4.05% No change 39,658 $5.9M
Riverview Capital Advisers, LLC 2.03% No change 39,655 $5.9M
Garland Capital Management Inc. 3.88% Add +2.6% 39,442 $5.9M
HB Wealth Management, LLC 0.07% Reduce -2.2% 39,329 $5.8M
Virtu Financial LLC 0.44% New 39,084 $5.8M
Iams Wealth Management, LLC 3.51% Add +4.3% 38,906 $5.7M
Simplicity Wealth,LLC 0.14% Add +1459.3% 38,578 $5.7M
XML Financial, LLC 0.59% Reduce -18.6% 38,553 $5.7M
Snowden Capital Advisors LLC 0.18% Add +10.6% 38,509 $5.7M
Eisler Capital (UK) Ltd. 0.71% Add +54.2% 38,429 $5.7M
Northwest Bancshares, Inc. 0.90% Add +8.2% 38,357 $5.7M
Sand Hill Global Advisors, LLC 0.27% Reduce -3.6% 38,343 $5.7M
MainStreet Investment Advisors LLC 0.68% Reduce -1.8% 38,115 $5.7M
Eliot Finkel Investment Counsel, LLC 3.65% Reduce -1.4% 37,985 $5.6M
Sompo Asset Management Co., Ltd. 0.92% Add +37.7% 37,803 $5.6M
LGT Group Foundation 0.13% Reduce -24.4% 37,722 $5.6M
Inlet Private Wealth, LLC 1.56% Add +0.9% 37,635 $5.6M
Canal Capital Management, LLC 0.94% Add +39.4% 37,558 $5.6M
Bank of New Hampshire 1.46% Reduce -0.9% 37,480 $5.6M
Fusion Capital, LLC 2.54% Add +9.9% 37,365 $5.6M
EagleClaw Capital Managment, LLC 1.00% Reduce -0.7% 37,330 $5.5M
Beacon Harbor Wealth Advisors, Inc. 1.46% Add +211.7% 37,067 $5.5M
Cadence Bank 0.40% Reduce -0.9% 36,895 $5.5M
Bessemer Group Inc. 0.01% Add +128.8% 36,805 $5.5M
Verition Fund Management LLC 0.06% Add +164.4% 36,725 $5.5M
Cary Street Partners Investment Advisory LLC 0.23% Reduce -1.1% 36,703 $5.5M
New Mexico Educational Retirement Board 0.19% Reduce -3.2% 36,462 $5.4M
Whittier Trust Co. 0.08% Reduce -0.2% 36,323 $5.4M
Woodstock Corp. 0.56% Add +8.8% 36,286 $5.4M
Tidal Investments LLC 0.09% Reduce -46.8% 36,192 $5.4M
Siemens Fonds Invest GmbH 0.41% Reduce -3.0% 36,166 $5.4M
Boston Research & Management Inc. 1.33% Add +1.9% 36,161 $5.4M
MassMutual Private Wealth & Trust, FSB 0.17% Reduce -4.6% 36,153 $5.4M
Johnson Investment Counsel Inc. 0.06% Reduce -0.3% 35,917 $5.3M
Bard Financial Services, Inc. 0.56% No change 35,325 $5.3M
Kesler, Norman & Wride, LLC 1.11% Add +1.9% 35,253 $5.2M
Duality Advisers, LP 0.52% Add +117.9% 35,232 $5.2M
Stock Yards Bank & Trust Co. 0.17% Reduce -18.8% 35,216 $5.2M
Bogart Wealth, LLC 0.27% Add +10.2% 35,041 $5.2M
Avantax Advisory Services, Inc. 0.05% Reduce -6.6% 35,006 $5.2M
PDS Planning, Inc 0.54% Add +0.0% 34,821 $5.2M
Amica Mutual Insurance Co. 0.53% No change 34,723 $5.2M
Bragg Financial Advisors, Inc 0.23% Add +7.5% 34,690 $5.2M
ARS Wealth Advisors Group, LLC 0.69% Reduce -13.3% 34,600 $5.1M
North Star Investment Management Corp. 0.37% Add +1.3% 34,547 $5.1M
First National Bank of Omaha 0.35% Reduce -14.5% 46,647 $5.1M
National Philanthropic Trust 0.11% Add +1841.2% 34,456 $5.1M
Community Bank, N.A. 0.67% Add +4.1% 34,156 $5.1M
United Capital Financial Advisors, LLC 0.04% Reduce -19.1% 33,792 $5.0M
Partners Capital Investment Group, LLP 0.15% Reduce -51.0% 33,726 $5.0M
First National Bank of Mount Dora, Trust Investment Services 1.22% Add +8.0% 33,688 $5.0M
Greystone Financial Group, LLC 0.99% Add +23.9% 33,442 $5.0M
Stolper Co 1.79% Add +14.6% 33,402 $5.0M
Cornerstone Advisors, LLC 0.20% No change 33,200 $4.9M
Bokf, NA 0.09% Add +3.9% 33,395 $4.9M
Town & Country Bank & Trust CO dba First Bankers Trust CO 2.09% Add +1.6% 32,965 $4.9M
Martin Capital Partners, LLC 1.88% Add +3.1% 32,923 $4.9M
Rench Wealth Management, Inc. 1.87% Add +2.5% 32,815 $4.9M
Pearl River Capital, LLC 0.77% New 32,718 $4.9M
tru Independence LLC 1.43% Reduce -1.1% 32,593 $4.8M
GLOBALT Investments LLC / GA 0.19% Reduce -3.0% 32,501 $4.8M
Columbia Asset Management 0.98% Add +0.0% 30,695 $4.8M
Bridge Creek Capital Management LLC 1.54% Add +4.1% 32,287 $4.8M
Mirabella Financial Services LLP 0.35% New 32,148 $4.8M
Stokes Capital Advisors, LLC 1.39% Add +13.9% 32,104 $4.8M
Headinvest, LLC 0.92% Reduce -19.6% 31,841 $4.7M
Mather Group, Llc. 0.07% Reduce -0.9% 29,925 $4.7M
Wilmington Savings Fund Society, FSB 0.18% — 31,557 $4.7M
Phoenix Financial Ltd. 0.06% Add +45.7% 31,389 $4.7M
Associated Banc-Corp 0.15% Add +1.6% 30,969 $4.6M
HighPoint Advisor Group LLC 0.32% Reduce -1.3% 30,505 $4.6M
Commerzbank Aktiengesellschaft 0.15% Add +48.8% 30,824 $4.6M
Soltis Investment Advisors LLC 0.51% Add +6.8% 30,797 $4.6M
Eagle Rock Investment Company, LLC 0.85% Add +6.8% 30,663 $4.6M
Daiichi Life Insurance Co., Ltd. 0.10% No change 30,581 $4.5M
Tower Research Capital LLC (TRC) 0.11% Reduce -65.7% 30,464 $4.5M
NewSquare Capital LLC 0.40% Add +1.6% 30,818 $4.5M
Murphy Pohlad Asset Management LLC 1.75% Add +1.0% 30,064 $4.5M
Advent Capital Management 6.38% New 30,000 $4.5M
Cohen Klingenstein LLC 0.17% No change 29,982 $4.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.05% Reduce -44.8% 29,848 $4.4M
Vision Capital Management, Inc. 0.66% Reduce -0.9% 29,826 $4.4M
Capital Investment Counsel, Inc 0.76% Add +5.8% 29,729 $4.4M
Atwater Malick LLC 1.55% Reduce -5.4% 29,640 $4.4M
Motco 0.26% Add +0.2% 29,616 $4.4M
Paloma Partners Management Co 0.92% Add +8.5% 29,569 $4.4M
Cornerstone Investment Partners, LLC 0.21% Add +11.9% 29,521 $4.4M
Farmers & Merchants Investments Inc. 0.15% Reduce -9.1% 29,404 $4.4M
Horrell Capital Management, Inc. 1.21% Add +0.5% 29,371 $4.4M
Metis Global Partners, LLC 0.16% Add +10.9% 29,315 $4.4M
E. Ohman J:or Asset Management AB 0.11% Add +2.8% 29,311 $4.4M
Farmers National Bank 1.29% Add +1.8% 29,181 $4.3M
Metropolitan Life Insurance Co 0.19% Reduce -0.9% 29,170 $4.3M
CWA Asset Management Group, LLC 0.26% Reduce -14.8% 28,950 $4.3M
Pallas Capital Advisors LLC 0.18% Add +8.2% 28,795 $4.3M
Diversify Advisory Services, LLC 0.25% — 28,927 $4.3M
Red Door Wealth Management, LLC 0.82% Reduce -3.1% 28,712 $4.3M
Farmers Trust Co. 0.86% Add +39.6% 28,692 $4.3M
Verdence Capital Advisors LLC 0.39% Add +17.9% 28,640 $4.3M
Culbertson A N & Co. Inc. 0.73% Add +1.4% 28,636 $4.3M
Bleakley Financial Group, LLC 0.12% Add +0.4% 28,560 $4.2M
Perigon Wealth Management, LLC 0.13% Reduce -7.4% 28,553 $4.2M
Commonwealth Retirement Investments LLC 2.03% Add +17.4% 28,548 $4.2M
Motley Fool Asset Management LLC 0.27% Add +15.7% 28,508 $4.2M
CI Investments Inc. 0.02% Add +16.8% 28,509 $4.2M
Beacon Financial Group 0.49% Reduce -2.0% 28,496 $4.2M
Savant Capital, LLC 0.05% Reduce -7.1% 28,313 $4.2M
Federation des caisses Desjardins du Quebec 0.03% Add +4.1% 28,259 $4.2M
FORA Capital, LLC 0.34% Reduce -67.9% 28,078 $4.2M
Ilmarinen Mutual Pension Insurance Co 0.05% Reduce -42.9% 28,000 $4.2M
Banque Cantonale Vaudoise 0.16% Add +16.1% 27,770 $4.1M
Cyndeo Wealth Partners, LLC 0.34% Add +29.8% 27,748 $4.1M
NewEdge Wealth, LLC 0.09% Reduce -3.8% 27,919 $4.1M
Brady Family Wealth, LLC 1.32% Add +9.7% 27,437 $4.1M
Torray Investment Partners LLC 0.61% New 27,371 $4.1M
Kingfisher Capital LLC 0.99% Add +0.8% 27,366 $4.1M
William Allan Corp 2.69% Add +3.2% 27,295 $4.1M
Valley Wealth Managers, Inc. 0.31% Add +2.2% 27,247 $4.0M
Walleye Capital LLC 0.05% New 27,193 $4.0M
LongView Wealth Management 1.59% Reduce -0.4% 27,063 $4.0M
Viking Fund Management LLC 0.73% Add +12.5% 27,000 $4.0M
Summit Global Investments 0.29% Reduce -38.7% 26,671 $4.0M
Mango Investments LLC 2.93% No change 26,612 $4.0M
Opus Investment Management Inc. 2.58% No change 26,600 $4.0M
Schwartz Investment Counsel Inc. 0.14% No change 26,482 $3.9M
Bison Wealth, LLC 0.64% Reduce -0.9% 26,466 $3.9M
Strategic Wealth Partners, Ltd. 0.43% Add +814.3% 26,377 $3.9M
New England Research & Management, Inc. 1.92% Add +25.8% 26,356 $3.9M
Meiji Yasuda Asset Management Co Ltd. 0.17% Add +9.0% 26,331 $3.9M
Empirical Finance, LLC 0.24% Add +3.5% 26,286 $3.9M
Butensky & Cohen Financial Security, Inc. 1.22% Add +1.3% 26,281 $3.9M
Praxis Investment Management Inc. 0.26% Reduce -9.0% 26,280 $3.9M
McDaniel Terry & Co. 0.35% Reduce -0.1% 26,271 $3.9M
Northwest Investment Counselors, LLC 0.95% Add +2.2% 26,268 $3.9M
Dorsey & Whitney Trust CO LLC 0.27% Reduce -8.9% 26,241 $3.9M
Quintet Private Bank (Europe) S.A. 0.17% Reduce -22.9% 22,669 $3.9M
WINTON GROUP Ltd 0.27% Reduce -24.0% 25,739 $3.8M
Summitry LLC 0.20% Add +1.3% 25,731 $3.8M
Norinchukin Bank, The 0.11% Reduce -1.4% 25,680 $3.8M
Ellsworth Advisors, LLC 1.09% Add +8.9% 26,101 $3.8M
Woodley Farra Manion Portfolio Management Inc. 0.21% Add +148.4% 25,225 $3.7M
Valeo Financial Advisors, LLC 0.13% Add +4.6% 25,532 $3.7M
Benin Management CORP 1.18% Add +0.8% 25,117 $3.7M
Pavion Blue Capital, LLC 1.84% Add +11.5% 25,034 $3.7M
Semmax Financial Advisors Inc. 1.22% Reduce -2.8% 24,286 $3.7M
Pinkerton Wealth, LLC 0.59% Add +62.5% 24,823 $3.7M
Independent Investors Inc. 0.88% Reduce -0.4% 24,811 $3.7M
Vaughan David Investments LLC 0.09% Add +1.6% 24,671 $3.7M
Schulhoff & Co. Inc. 1.60% Add +0.8% 24,516 $3.6M
Meritage Portfolio Management 0.23% Reduce -5.5% 24,433 $3.6M
Cypress Wealth Services, LLC 0.85% Reduce -1.5% 24,420 $3.6M
Highland Capital Management, LLC 0.21% Reduce -1.4% 24,389 $3.6M
Global Wealth Management Investment Advisory, Inc. 0.89% Add +1.3% 24,385 $3.6M
Peloton Wealth Strategists 1.50% Add +0.2% 24,361 $3.6M
KMG Fiduciary Partners, LLC 0.37% Add +4.4% 24,242 $3.6M
Moss Adams Wealth Advisors LLC 0.58% New 24,218 $3.6M
Hudson Capital Management LLC 1.28% Add +3.3% 24,177 $3.6M
Azimuth Capital Investment Management LLC 0.15% Add +3.3% 24,135 $3.6M
Jensen Investment Management Inc. 0.03% Reduce -40.7% 23,914 $3.6M
Kentucky Retirement Systems Insurance Trust Fund 0.24% Reduce -7.4% 23,868 $3.5M
Glass Wealth Management Co LLC 2.16% — 23,820 $3.5M
Ostrum Asset Management 0.28% Reduce -20.3% 23,819 $3.5M
Vise Technologies, Inc. 0.70% Reduce -3.7% 23,788 $3.5M
Pitcairn Co. 0.23% Add +5.7% 23,717 $3.5M
SWS Partners 1.05% Add +17.6% 23,713 $3.5M
Hengehold Capital Management LLC 0.38% Add +0.1% 23,690 $3.5M
Laurion Capital Management LP 0.10% New 23,478 $3.5M
B. Riley Wealth Advisors, Inc. 0.09% Reduce -0.5% 22,342 $3.5M
Buckingham Strategic Wealth, LLC 0.04% Reduce -22.8% 23,351 $3.5M
Principal Securities, Inc. 0.11% Add +4.2% 23,240 $3.5M
Signature Wealth Management Group 1.57% Add +1.6% 24,185 $3.5M
Baxter Bros Inc. 0.44% Reduce -14.9% 23,197 $3.4M
Bourne Lent Asset Management Inc. 1.39% No change 23,148 $3.4M
Argyle Capital Management, LLC 1.33% Reduce -1.5% 23,078 $3.4M
Heritage Trust Co 0.46% Reduce -0.4% 23,059 $3.4M
Northwestern Mutual Investment Management Company, LLC 0.09% Add +0.3% 22,951 $3.4M
Horan Capital Advisors, LLC. 1.21% Add +0.2% 22,946 $3.4M
Good Life Advisors, LLC 0.30% Add +3.1% 22,939 $3.4M
Tilson Financial Group, Inc. 1.83% No change 22,894 $3.4M
Alberta Investment Management Corp 0.04% Reduce -16.7% 22,800 $3.4M
Sawyer & Company, Inc 1.35% Add +0.2% 22,748 $3.4M
Carnegie Investment Counsel 0.11% Add +21.9% 22,727 $3.4M
Sovereign Financial Group, Inc. 0.89% Reduce -2.4% 22,500 $3.3M
Allworth Financial LP 0.02% Add +11.4% 22,493 $3.3M
Vestmark Advisory Solutions, Inc. 0.14% Add +11.1% 22,462 $3.3M
Towne Trust Company, N.A 1.21% Add +7.4% 22,447 $3.3M
Keating Investment Counselors Inc. 1.07% Reduce -18.8% 22,442 $3.3M
Sepio Capital, LP 0.29% Reduce -2.5% 22,426 $3.3M
Brookmont Capital Management 1.75% Add +1.3% 22,375 $3.3M
Tocqueville Asset Management L.P. 0.05% Add +880.3% 22,232 $3.3M
Brooks, Moore & Associates, Inc. 2.11% Add +3.9% 22,094 $3.3M
Avidian Wealth Enterprises, LLC 0.17% Add +2.7% 21,912 $3.3M
Vestcor Inc 0.11% Reduce -7.8% 21,880 $3.3M
Eaton Financial Holdings Company, LLC 1.68% Add +2.8% 21,822 $3.2M
Stanley-Laman Group, Ltd. 0.42% Add +26.4% 21,768 $3.2M
Laffer Tengler Investments, Inc. 1.05% Reduce -11.6% 21,579 $3.2M
Cardinal Capital Management 0.52% Add +10.9% 21,550 $3.2M
Groupama Asset Managment 0.06% Reduce -55.0% 11,002 $3.2M
United Community Bank 1.24% Add +34.5% 21,078 $3.2M
Bowen Hanes & Co. Inc. 0.09% Reduce -14.8% 21,386 $3.2M
North Star Asset Management Inc. 0.15% Reduce -1.6% 21,335 $3.2M
Financial Partners Group, LLC 1.22% Add +61.2% 21,250 $3.2M
Alta Capital Management LLC/ 0.19% Add +37.1% 21,221 $3.2M
Ethic Inc. 0.08% Reduce -11.8% 21,096 $3.1M
Grey Ledge Advisors, LLC 0.88% Reduce -2.6% 21,088 $3.1M
Laurel Wealth Advisors LLC 0.54% Reduce -3.1% 21,036 $3.1M
FIL Ltd 0.00% Reduce -53.6% 20,793 $3.1M
Jefferies Financial Group Inc. 0.07% Add +1121.0% 20,757 $3.1M
EP Wealth Advisors, LLC 0.04% Add +19.5% 20,678 $3.1M
McDonald Partners LLC 0.84% Reduce -4.5% 20,599 $3.1M
Monarch Capital Management Inc. 0.86% Add +10.2% 20,564 $3.1M
Physicians Financial Services, Inc. 1.08% Reduce -0.5% 20,557 $3.1M
Acadian Asset Management LLC 0.01% Reduce -56.3% 20,538 $3.0M
Kingsview Wealth Management, LLC 0.08% Reduce -70.6% 20,512 $3.0M
Procyon Advisors, LLC 0.24% Add +6.6% 20,420 $3.0M
Atlantic Union Bankshares Corp 0.25% Reduce -4.2% 20,334 $3.0M
Farmers & Merchants Trust Co of Chambersburg PA 1.23% Add +6.3% 20,201 $3.0M
Perkins Coie Trust Co 0.70% Add +2.8% 20,150 $3.0M
Anderson Hoagland & Co. 0.33% Add +5.7% 20,277 $3.0M
Maverick Capital 0.06% Add +13.5% 20,025 $3.0M
Advanced Asset Management Advisors Inc 0.73% No change 20,000 $3.0M
Sterling Investment Advisors, Ltd. 0.83% Reduce -8.0% 19,804 $2.9M
Providence Capital Advisors, LLC 0.64% Add +96.3% 19,799 $2.9M
Advisory Alpha, LLC 0.12% Add +1147.5% 19,785 $2.9M
Great Lakes Advisors, LLC 0.02% Add +2.3% 19,685 $2.9M
Fulton Bank, N.A. 0.12% Reduce -0.8% 19,618 $2.9M
Truvestments Capital LLC 1.12% Add +23.5% 19,580 $2.9M
L. Roy Papp & Associates, LLP 0.35% Reduce -7.3% 19,528 $2.9M
Dynamic Technology Lab Private Ltd 0.31% Add +151.8% 19,512 $2.9M
Parallel Advisors, LLC 0.08% Reduce -1.5% 19,506 $2.9M
Quantinno Capital Management LP 0.06% Add +15.7% 19,495 $2.9M
Skylands Capital, LLC 0.40% Add +44.3% 19,425 $2.9M
Courier Capital LLC 0.21% Reduce -0.3% 19,304 $2.9M
Sheets Smith Wealth Management 0.32% Reduce -10.6% 19,303 $2.9M
Pine Valley Investments Ltd Liability Co 0.22% Add +0.9% 19,300 $2.9M
Palisade Asset Management, LLC 0.28% Reduce -3.0% 19,229 $2.9M
Icon Wealth Advisors, LLC 0.27% Reduce -0.4% 19,214 $2.9M
United Asset Strategies, Inc. 0.29% Add +3.4% 19,214 $2.9M
Arkadios Wealth Advisors 0.22% Add +1.9% 19,195 $2.9M
Dynamic Advisor Solutions LLC 0.10% Reduce -3.8% 19,054 $2.8M
Wealthfront Advisers LLC 0.01% Reduce -5.6% 19,027 $2.8M
Wedbush Securities Inc. 0.11% Add +10.3% 19,016 $2.8M
ProVise Management Group, LLC 0.24% Add +5.7% 18,912 $2.8M
NBT Bank, N.A. 0.20% Reduce -2.5% 18,760 $2.8M
Millennium Capital Advisors, LLC 1.97% Reduce -1.9% 18,754 $2.8M
SVB Wealth LLC 0.06% Add +13.4% 18,619 $2.8M
Wright Investors Service Inc. 0.70% Add +2.3% 18,618 $2.8M
Maltin Wealth Management, Inc. 1.56% Add +0.8% 18,608 $2.8M
Rockline Wealth Management, LLC 0.97% Reduce -0.8% 18,601 $2.8M
JLB & Associates Inc. 0.37% Add +3.2% 18,550 $2.8M
Northcape Wealth Management, LLC 1.00% Reduce -0.7% 18,526 $2.8M
Boomfish Wealth Group, LLC 1.85% Reduce -0.1% 18,500 $2.7M
Pure Financial Advisors, LLC 0.09% Add +0.3% 18,473 $2.7M
Aspire Private Capital, LLC 0.72% Add +0.0% 18,429 $2.7M
TD Private Client Wealth LLC 0.09% Reduce -8.8% 18,413 $2.7M
Paradigm Asset Management Co. LLC 0.69% Reduce -2.1% 18,324 $2.7M
Avitas Wealth Management LLC 0.41% Reduce -1.2% 18,267 $2.7M
Trilogy Capital Inc. 0.16% Add +9.3% 18,170 $2.7M
Argonautica Private Wealth Management, Inc. 0.96% Add +4.1% 18,053 $2.7M
Conning Inc. 0.09% Reduce -91.6% 18,018 $2.7M
Trustmark Bank Trust Department 0.22% Add +19.8% 17,998 $2.7M
Marion Wealth Management 0.80% No change 17,993 $2.7M
Park Avenue Securities LLC 0.03% Reduce -6.2% 17,901 $2.7M
Cypress Capital Group 0.32% Add +6.8% 17,896 $2.7M
Shorepoint Capital Partners LLC 0.65% Add +3.2% 17,866 $2.7M
Occudo Quantitative Strategies LP 0.46% Add +226.8% 17,806 $2.6M
Roundview Capital LLC 0.21% Reduce -12.3% 17,675 $2.6M
Apollon Wealth Management, LLC 0.08% Add +15.6% 17,657 $2.6M
Cordgrass Capital Advisors, LLC 0.81% Add +1.2% 17,613 $2.6M
NEOS Investment Management LLC 0.16% Add +71.8% 17,569 $2.6M
Boyar Asset Management Inc. 1.70% Add +4.5% 17,544 $2.6M
Zullo Investment Group, Inc. 1.22% Add +6.3% 17,540 $2.6M
Fort Washington Investment Advisors Inc. 0.02% Reduce -9.0% 17,490 $2.6M
Vinva Investment Management Ltd 0.15% Add +69.3% 17,462 $2.6M
Cary Street Partners Asset Management LLC 0.40% Reduce -5.6% 17,428 $2.6M
GHP Investment Advisors, Inc. 0.13% Add +5.5% 17,394 $2.6M
Jacobi Capital Management LLC 0.24% Add +6.7% 17,316 $2.6M
Hennessy Advisors Inc. 0.11% Reduce -57.0% 17,300 $2.6M
Plimoth Trust Co. LLC 0.68% Reduce -0.1% 17,268 $2.6M
Rodgers Brothers Inc. 0.35% Add +0.0% 17,217 $2.6M
AE Wealth Management LLC 0.03% Reduce -86.4% 17,201 $2.6M
Adams Asset Advisors, LLC 0.34% No change 17,185 $2.6M
Cohen Investment Advisors LLC 1.65% Add +12.8% 17,162 $2.6M
GUNN & Co INVESTMENT MANAGEMENT, INC. 1.91% Reduce -92.3% 17,132 $2.5M
Twin Lakes Capital Management, LLC 1.71% Add +0.9% 17,061 $2.5M
Kennon-Green & Company, LLC 2.36% Reduce -1.3% 16,985 $2.5M
Tokio Marine Asset Management Co. Ltd. 0.13% Add +11.1% 16,983 $2.5M
Kintegral Advisory, LLC 0.25% Reduce -0.3% 16,960 $2.5M
Savoie Capital LLC 0.35% Add +2.6% 16,928 $2.5M
DHJJ Financial Advisors, Ltd. 1.11% No change 16,905 $2.5M
Stamos Capital Partners, L.P. 0.57% Add +9.6% 16,870 $2.5M
Miller Investment Management, LP 0.32% No change 16,859 $2.5M
Sculati Wealth Management, LLC 1.08% Add +1.4% 16,850 $2.5M
Lincoln National Corp. 0.04% Add +12.6% 16,823 $2.5M
Greenline Partners, LLC 0.40% Reduce -1.6% 16,718 $2.5M
Exencial Wealth Advisors, LLC 0.09% Reduce -2.8% 16,635 $2.5M
Mango Five Family, Inc. 0.82% Reduce -1.8% 16,628 $2.5M
Americana Partners, LLC 0.21% Add +18.1% 16,587 $2.5M
First Trust Direct Indexing L.P. 0.18% Add +16.5% 16,577 $2.5M
Slagle Financial, LLC 1.33% Reduce -42.6% 16,549 $2.5M
Horizon Investments, LLC 0.06% Add +0.9% 16,645 $2.4M
Tiaa Trust, National Association 0.01% Add +2.1% 16,278 $2.4M
Fortis Advisors, LLC 1.62% Reduce -7.4% 16,253 $2.4M
Beverly Hills Private Wealth, LLC 0.56% Reduce -5.3% 16,246 $2.4M
Prime Capital Investment Advisors, LLC 0.03% Reduce -20.6% 16,198 $2.4M
Alkeme Wealth, LLC 1.11% Add +5.2% 15,990 $2.4M
Arete Wealth Advisors, LLC 0.22% Add +3.4% 16,132 $2.4M
Pathway Financial Advisers, LLC 0.86% Add +1.5% 16,085 $2.4M
Rehmann Capital Advisory Group 0.18% Add +1.1% 16,075 $2.4M
PYA Waltman Capital, LLC 0.88% Add +12.1% 16,010 $2.4M
GYL Financial Synergies, LLC 0.19% Add +4.6% 16,006 $2.4M
Sunbelt Securities, Inc. 0.27% Add +9.5% 15,982 $2.4M
Public Sector Pension Investment Board 0.02% Reduce -3.0% 15,981 $2.4M
StoneX Group Inc. 0.21% Reduce -15.2% 15,968 $2.4M
Werlinich Asset Management, LLC 1.55% Add +73.9% 16,100 $2.4M
Am Investment Strategies LLC 0.60% Add +20.0% 15,956 $2.4M
Radnor Capital Management, LLC 0.40% Reduce -5.5% 15,806 $2.3M
Portside Wealth Group, LLC 0.43% Add +7.9% 15,787 $2.3M
Nicholas Hoffman & Company, LLC. 0.12% Add +16.1% 15,758 $2.3M
King Luther Capital Management Corp. 0.01% Add +11.1% 15,743 $2.3M
SkyOak Wealth, LLC 0.56% Add +5.7% 15,719 $2.3M
Royal Fund Management, LLC 0.27% Add +29.2% 15,693 $2.3M
Arvest Trust Co. N A 0.13% Add +4.9% 15,564 $2.3M
Auxier Asset Management LLC 0.35% Reduce -0.1% 15,520 $2.3M
Lantz Financial LLC 0.74% Add +55.9% 15,486 $2.3M
Independence Bank of Kentucky 0.69% Reduce -3.7% 15,467 $2.3M
Coppell Advisory Solutions Corp. 0.43% — 15,399 $2.3M
Princeton Global Asset Management LLC 0.54% Reduce -2.9% 15,389 $2.3M
Redmond Asset Management, LLC 0.73% Add +39.3% 15,357 $2.3M
KLCM Advisors, Inc. 0.29% Reduce -0.2% 15,300 $2.3M
Ossiam 0.04% Reduce -65.8% 15,277 $2.3M
Searle & Co. 0.58% No change 15,271 $2.3M
Orca Investment Management, LLC 2.12% New 15,219 $2.3M
Shoker Investment Counsel, Inc. 0.80% Reduce -0.0% 15,270 $2.3M
Trust Co. of Toledo NA 0.35% Reduce -2.1% 15,152 $2.3M
Charter Research & Investment Group, Inc. 1.78% Reduce -0.1% 15,143 $2.3M
Addison Capital Co 1.12% Add +7.9% 15,121 $2.2M
Caldwell Trust Co 0.26% Reduce -60.9% 15,090 $2.2M
Harbour Investment Management LLC 1.05% Add +0.5% 15,070 $2.2M
AIA Group Ltd 0.07% Add +130.1% 14,968 $2.2M
Bonness Enterprises Inc. 0.80% No change 14,950 $2.2M
Vaughan Nelson Investment Management, L.P. 0.02% Reduce -0.1% 14,880 $2.2M
Eudaimonia Partners, LLC 0.53% Reduce -5.2% 14,867 $2.2M
Investmark Advisory Group LLC 1.21% Add +0.2% 14,849 $2.2M
Mitchell & Pahl Private Wealth, LLC 1.15% Add +2.4% 14,760 $2.2M
Clearstead Advisors, LLC 0.11% Add +1.4% 14,507 $2.2M
Banque Pictet & Cie SA 0.02% Add +19.6% 14,668 $2.2M
Ballentine Partners, LLC 0.04% Reduce -3.3% 14,664 $2.2M
Advisors Capital Management, LLC 0.04% Reduce -0.6% 14,649 $2.2M
Bfsg, LLC 0.29% Reduce -2.4% 14,602 $2.2M
Richard Bernstein Advisors LLC 0.05% No change 14,590 $2.2M
Towercrest Capital Management 0.37% Reduce -0.1% 14,579 $2.2M
Equitable Holdings, Inc. 0.02% Reduce -14.6% 14,476 $2.2M
Mutual Advisors, LLC 0.07% Add +15.8% 14,427 $2.1M
Park National Corp. 0.08% Reduce -25.8% 14,412 $2.1M
BTC Capital Management, Inc. 0.20% — 14,396 $2.1M
Silvercrest Asset Management Group LLC 0.01% Reduce -19.0% 14,377 $2.1M
Tradition Wealth Management, LLC 0.22% Reduce -2.4% 14,352 $2.1M
Advisory Services & Investments, LLC 1.47% No change 14,339 $2.1M
Redwood Investment Management, LLC 0.20% Reduce -6.2% 14,301 $2.1M
XTX Topco Ltd 0.29% New 14,271 $2.1M
Wahed Invest LLC 0.48% Add +14.6% 14,171 $2.1M
Moors & Cabot, Inc. 0.11% Add +4.6% 14,154 $2.1M
Mill Capital Management, LLC 0.18% Reduce -2.8% 14,100 $2.1M
Sigma Planning Corp 0.07% Add +117.1% 14,095 $2.1M
Vermillion & White Wealth Management Group, LLC 1.67% Add +34.1% 14,068 $2.1M
Rossmore Private Capital 0.27% Add +0.0% 14,060 $2.1M
Gries Financial LLC 0.35% Add +0.9% 14,044 $2.1M
Hennion & Walsh Asset Management, Inc. 0.11% Reduce -1.9% 14,010 $2.1M
Caliber Wealth Management, LLC 1.10% Add +6.7% 13,925 $2.1M
Virginia Wealth Management Group, Inc. 1.69% Add +5.9% 13,890 $2.1M
Stoneridge Investment Partners LLC 0.78% Reduce -1.4% 13,874 $2.1M
Clear Rock Advisors, LLC 0.89% Add +2.5% 13,868 $2.1M
Certuity, LLC 0.18% Reduce -6.1% 13,856 $2.1M
Corbyn Investment Management Inc. 0.91% Reduce -0.5% 13,771 $2.0M
Horst & Graben Wealth Management LLC 0.41% Reduce -0.8% 13,693 $2.0M
Great Valley Advisor Group, Inc. 0.06% Reduce -64.4% 13,658 $2.0M
Lineweaver Wealth Advisors, LLC 0.48% Add +12.5% 13,654 $2.0M
Waller Financial Planning Group, Inc. 0.54% No change 13,594 $2.0M
Citizens Financial Group Inc. 0.07% Reduce -70.0% 13,526 $2.0M
Mission Wealth Management, LP 0.05% Add +0.1% 13,519 $2.0M
Rockland Trust Co. 0.11% Add +1.2% 13,514 $2.0M
Douglass Winthrop Advisors, LLC 0.04% Reduce -2.4% 13,468 $2.0M
Petredis Investment Advisors LLC 0.24% Add +5.2% 13,445 $2.0M
CreativeOne Wealth, LLC 0.08% Add +53.7% 13,431 $2.0M
WT Wealth Management 0.71% Add +12.5% 13,424 $2.0M
Pinnacle Wealth Management Advisory Group, LLC 0.21% Reduce -9.9% 13,413 $2.0M
Sumitomo Life Insurance Co. 0.05% Reduce -3.8% 13,413 $2.0M
Aull & Monroe Investment Management Corp 0.91% No change 13,406 $2.0M
Laird Norton Wetherby Wealth Management, LLC 0.10% Reduce -2.1% 13,382 $2.0M
Palouse Capital Management, Inc. 1.31% Add +5.2% 13,364 $2.0M
Bristlecone Advisors, LLC 0.17% Reduce -0.8% 13,355 $2.0M
Forte Capital LLC 0.24% Reduce -5.6% 13,300 $2.0M
Azzad Asset Management Inc. 0.23% Add +1.6% 13,276 $2.0M
Sterneck Capital Management, LLC 1.18% Add +18.1% 13,251 $2.0M
Hilltop Holdings Inc. 0.22% Add +9.2% 13,251 $2.0M
Concord Wealth Partners 0.35% Add +38.8% 13,189 $2.0M
Central Pacific Bank - Trust Division 0.26% — 13,275 $2.0M
ARK Investment Management 0.01% Reduce -1.2% 13,160 $2.0M
MWA Asset Management 1.41% Reduce -4.0% 13,134 $2.0M
Balentine LLC 0.06% Add +19.4% 13,043 $1.9M
Marks Group Wealth Management, Inc 0.20% Reduce -1.8% 13,025 $1.9M
Atlanta Consulting Group Advisors, LLC 0.67% — 13,017 $1.9M
Mgo One Seven LLC 0.10% Reduce -16.6% 12,979 $1.9M
Northeast Financial Consultants Inc 0.09% Add +7.6% 12,954 $1.9M
Institute for Wealth Management, LLC. 0.25% Add +0.5% 12,944 $1.9M
Te Ahumairangi Investment Management Ltd 0.33% Reduce -3.4% 12,936 $1.9M
Sage Mountain Advisors LLC 0.20% Add +2.4% 12,854 $1.9M
Hunter Associates Investment Management LLC 0.32% Add +24.1% 12,823 $1.9M
Cypress Capital, LLC 0.52% Reduce -1.2% 12,843 $1.9M
Ieq Capital, LLC 0.03% Add +6.7% 12,820 $1.9M
NorthRock Partners, LLC 0.07% Add +2.0% 12,787 $1.9M
CENTRAL TRUST Co 0.05% Add +1.6% 12,735 $1.9M
Mesirow Financial Investment Management, Inc. 0.04% Add +7.8% 12,636 $1.9M
Stone Summit Wealth LLC 0.65% Add +3.2% 12,627 $1.9M
L.M. Kohn & Company 0.53% Add +4.1% 12,624 $1.9M
Legacy Advisors, LLC 0.24% Reduce -28.9% 12,616 $1.9M
Tealwood Asset Management Inc. 0.84% Add +1.7% 12,537 $1.9M
Mengis Capital Management, Inc. 0.29% Add +1.8% 12,516 $1.9M
Slow Capital, Inc. 0.29% Reduce -0.3% 12,314 $1.8M
Auto-Owners Insurance Co 0.05% No change 12,300 $1.8M
Caprock Group, LLC 0.10% Reduce -3.6% 12,262 $1.8M
IHT Wealth Management, LLC 0.07% Add +2.1% 12,260 $1.8M
Coldstream Capital Management Inc. 0.05% Reduce -57.5% 12,257 $1.8M
City Holding Co. 0.27% Reduce -13.0% 12,255 $1.8M
Whittier Trust Co. of Nevada Inc. 0.05% Reduce -9.9% 12,238 $1.8M
Banco Santander, S.A. 0.02% Reduce -69.5% 12,236 $1.8M
Greenleaf Trust 0.02% Add +6.2% 12,201 $1.8M
Excalibur Management Corp. 0.77% Add +5.4% 12,180 $1.8M
Optimum Investment Advisors 0.83% Add +0.0% 12,173 $1.8M
PFC Capital Group, Inc. 0.97% Reduce -4.0% 12,170 $1.8M
V-Square Quantitative Management LLC 0.25% Add +34.1% 12,075 $1.8M
Arvest Investments, Inc. 0.28% Reduce -15.0% 12,026 $1.8M
Wharton Business Group, LLC 0.09% Add +2.5% 11,923 $1.8M
FDx Advisors, Inc. 0.27% Reduce -45.5% 11,900 $1.8M
Capital Wealth Planning, LLC 0.02% Add +124.7% 11,892 $1.8M
Beacon Investment Advisors LLC 1.01% Add +1.9% 11,882 $1.8M
Atom Investors LP 0.22% New 11,862 $1.8M
Diversified Trust Co. 0.05% Add +1.4% 11,833 $1.8M
Mechanics Bank Trust Department 0.26% Add +2.5% 11,804 $1.8M
Gifford Fong Associates 0.48% No change 11,800 $1.8M
B&D White Capital Company, LLC 0.39% New 11,800 $1.8M
Sandy Spring Bank 0.08% Reduce -4.7% 11,775 $1.8M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.73% Reduce -3.2% 11,800 $1.7M
Investment Management Corp of Ontario 0.05% Reduce -83.1% 11,676 $1.7M
OneDigital Investment Advisors LLC 0.03% Add +5.8% 11,659 $1.7M
Spire Wealth Management 0.03% Add +2.0% 11,659 $1.7M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Reduce -9.4% 11,645 $1.7M
Montag A & Associates Inc. 0.09% Reduce -12.2% 11,628 $1.7M
First National Advisers, LLC 0.39% Add +31.6% 10,898 $1.7M
Florida Trust Wealth Management Co 0.06% Reduce -9.7% 11,567 $1.7M
Bradley Foster & Sargent Inc. 0.03% Reduce -15.7% 11,530 $1.7M
Profund Advisors LLC 0.07% Add +12.0% 11,517 $1.7M
Cox Capital Mgt LLC 1.05% Add +19.7% 11,486 $1.7M
Brighton Jones LLC 0.06% Reduce -38.6% 11,473 $1.7M
Steel Grove Capital Advisors, LLC 0.23% Add +291.9% 11,448 $1.7M
Strategic Advisors LLC 0.33% Reduce -42.3% 11,420 $1.7M
Level Four Advisory Services, LLC 0.09% No change 10,773 $1.7M
Pinnacle Wealth Management Group, Inc. 1.26% Reduce -1.3% 11,373 $1.7M
Davis R M Inc. 0.04% Reduce -0.9% 11,355 $1.7M
Quilter Plc 0.04% No change 11,338 $1.7M
Nemes Rush Group LLC 0.24% Reduce -0.5% 11,293 $1.7M
Independent Solutions Wealth Management, LLC 0.40% Add +188.2% 11,284 $1.7M
SouthState Bank Corp 0.13% Reduce -17.0% 11,209 $1.7M
Loudon Investment Management, LLC 0.96% No change 11,205 $1.7M
Hedges Asset Management LLC 1.17% No change 11,200 $1.7M
Vista Investment Partners LLC 0.57% Add +231.9% 11,166 $1.7M
Wimmer Associates 1, LLC 0.87% Add +1.0% 11,149 $1.7M
Insigneo Advisory Services, LLC 0.20% Add +4.0% 11,065 $1.6M
Concord Asset Management, LLC 0.43% Add +33.2% 10,942 $1.6M
Wealth Alliance, LLC 0.21% Add +0.0% 10,934 $1.6M
PFG Investments, LLC 0.10% Add +57.9% 10,930 $1.6M
FAS Wealth Partners, Inc. 0.14% Add +1.2% 10,914 $1.6M
Integrated Advisors Network LLC 0.08% Reduce -11.9% 10,888 $1.6M
Decatur Capital Management, Inc. 0.88% Add +1.0% 10,877 $1.6M
Confluence Wealth Services, Inc. 0.14% Add +17.0% 10,836 $1.6M
Foundations Investment Advisors, LLC 0.04% Reduce -13.9% 10,760 $1.6M
Blueshift Asset Management, LLC 0.83% Add +30.6% 10,719 $1.6M
Guidance Capital, Inc. 0.58% Add +300.0% 10,961 $1.6M
Shell Asset Management Co. 0.07% Reduce -36.4% 11,594 $1.6M
Intrua Financial, LLC 0.25% Reduce -2.4% 10,668 $1.6M
Global Retirement Partners, LLC 0.06% Reduce -2.6% 10,633 $1.6M
GC Wealth Management RIA, LLC 0.31% Add +11.7% 10,530 $1.6M
Hussman Strategic Advisors, Inc. 0.36% No change 10,500 $1.6M
Summit Financial, LLC 0.09% Add +1.4% 10,475 $1.6M
Hudson Canyon Capital Management 1.00% No change 10,475 $1.6M
Granite Investment Partners, LLC 0.06% No change 10,458 $1.6M
Houlihan Financial Resource Group, Ltd. 0.70% Reduce -4.0% 10,430 $1.6M
LVW Advisors, LLC 0.26% Add +27.7% 10,412 $1.5M
Mitchell Sinkler & Starr 0.39% Reduce -47.0% 10,390 $1.5M
Resonant Capital Advisors, LLC 0.13% Add +6.8% 10,314 $1.5M
Pensionfund Sabic 0.45% Reduce -9.7% 10,300 $1.5M
Harbour Investments, Inc. 0.05% Add +0.8% 10,283 $1.5M
Illinois Municipal Retirement Fund 0.02% Reduce -48.6% 10,265 $1.5M
Modus Advisors, LLC 0.56% Reduce -3.9% 10,264 $1.5M
Gotham Asset Management 0.02% Reduce -74.9% 10,221 $1.5M
Northwest & Ethical Investments L.P. 0.04% Add +13.4% 10,201 $1.5M
Twin City Private Wealth, LLC 1.48% — 10,114 $1.5M
Old Port Advisors 0.46% Add +14.1% 10,101 $1.5M
Wealth Management Partners, LLC 0.76% Add +22.2% 10,097 $1.5M
Capital Advisors Inc. 0.03% Reduce -73.3% 10,087 $1.5M
Valley National Advisers Inc. 0.23% Add +141.3% 10,098 $1.5M
Little House Capital LLC 0.49% Add +218.3% 10,028 $1.5M
American Assets Investment Management, LLC 0.14% No change 10,000 $1.5M
Cora Capital Advisors LLC 0.79% Reduce -1.5% 9,990 $1.5M
Neville Rodie & Shaw Inc. 0.11% Reduce -3.5% 9,985 $1.5M
Cullen Investment Group, LTD. 0.23% Add +0.7% 9,921 $1.5M
Argent Advisors, Inc. 0.58% Add +12.6% 9,935 $1.5M
Cim, LLC 0.22% Add +0.9% 9,892 $1.5M
Midland Wealth Advisors, LLC 0.09% Reduce -1.9% 9,877 $1.5M
Paralel Advisors LLC 0.07% No change 9,869 $1.5M
Summit X, LLC 0.38% Add +8.3% 9,866 $1.5M
Matrix Trust Co 0.33% Reduce -4.4% 9,845 $1.5M
Carson Advisory Inc. 1.03% Add +9.4% 9,820 $1.5M
Aberdeen Wealth Management LLC 0.85% Add +2.9% 9,778 $1.5M
McKinley Carter Wealth Services, Inc. 0.10% Add +7.2% 9,771 $1.5M
Lanark Financial, Inc. 0.14% Add +2.0% 9,774 $1.5M
Godshalk Welsh Capital Management, Inc. 0.97% No change 9,737 $1.4M
Qsemble Capital Management, LP 0.32% Reduce -51.0% 9,731 $1.4M
Jump Financial, LLC 0.04% Add +206.2% 9,724 $1.4M
Garner Asset Management Corp 0.55% Add +4.0% 9,718 $1.4M
Moneywise, Inc. 0.78% No change 9,688 $1.4M
Farther Finance Advisors, LLC 0.09% Add +46.4% 9,754 $1.4M
Independent Financial Group, LLC 0.07% Add +13.8% 9,677 $1.4M
Harvest Investment Advisors, LLC 1.07% New 9,635 $1.4M
Old National Bancorp 0.03% Reduce -6.6% 9,619 $1.4M
Access Financial Services, Inc. 0.64% Reduce -0.3% 9,603 $1.4M
AMG National Trust Bank 0.04% Add +4.6% 9,568 $1.4M
ForthRight Wealth Management, LLC 0.51% Reduce -1.4% 9,534 $1.4M
Ascension Asset Management LLC 0.76% — 9,508 $1.4M
Van Hulzen Asset Management, LLC 0.09% Reduce -1.3% 9,495 $1.4M
Parsons Capital Management Inc. 0.10% Reduce -8.1% 9,451 $1.4M
R.H. Dinel Investment Counsel, Inc. 0.90% Reduce -4.8% 9,425 $1.4M
Brown Miller Wealth Management, LLC 0.62% Add +10.6% 9,397 $1.4M
Court Place Advisors, LLC 0.45% Reduce -16.3% 9,351 $1.4M
First Bank & Trust 0.29% Add +9.4% 9,313 $1.4M
HUB Investment Partners, LLC 0.08% Add +21.7% 9,308 $1.4M
Jones Financial Companies LLLP 0.00% Add +108.6% 9,228 $1.4M
Bryn Mawr Trust Advisors, LLC 0.08% Add +57.7% 9,201 $1.4M
Ridgewood Investments LLC 0.72% Add +22.6% 9,161 $1.4M
Hexagon Capital Partners LLC 0.30% Add +6.1% 9,142 $1.4M
Accordant Advisory Group Inc 1.02% — 9,141 $1.4M
Moody National Bank Trust Division 0.11% Add +0.8% 9,113 $1.4M
Canandaigua National Bank & Trust Co. 0.20% Reduce -7.5% 9,096 $1.4M
BlueCrest Capital Management Ltd 0.68% Add +14.5% 9,055 $1.3M
Mirabaud Asset Management Ltd 0.54% Add +77.3% 9,028 $1.3M
SOA Wealth Advisors, LLC. 0.28% Add +0.0% 9,024 $1.3M
Freedom Investment Management, Inc. 0.11% Reduce -10.3% 9,024 $1.3M
Capital International, Inc. 0.02% Add +10.7% 8,991 $1.3M
Meeder Advisory Services, Inc. 0.14% Add +0.1% 8,960 $1.3M
Two Sigma Securities, LLC 0.06% New 8,940 $1.3M
Entropy Technologies, LP 0.14% Reduce -19.7% 8,895 $1.3M
Aptus Capital Advisors, LLC 0.03% Add +25.9% 8,861 $1.3M
Weaver Capital Management LLC 0.37% Add +51.2% 8,805 $1.3M
Galvin, Gaustad & Stein, LLC 0.12% Reduce -5.1% 8,736 $1.3M
Focus Partners Advisor Solutions, LLC 0.04% Add +36.8% 8,714 $1.3M
Voya Financial Advisors, Inc. 0.15% Add +4.1% 8,682 $1.3M
Robertson Stephens Wealth Management, LLC 0.07% Add +6.2% 8,604 $1.3M
Applied Capital LLC 1.04% Add +4.6% 8,584 $1.3M
Financial Consulate, Inc. 0.38% New 8,549 $1.3M
Cornerstone Wealth Management, LLC 0.10% Add +0.9% 8,538 $1.3M
Private Portfolio Partners LLC 0.26% Add +5.5% 8,519 $1.3M
Quadcap Wealth Management, LLC 0.29% Reduce -6.3% 8,517 $1.3M
Pacific Global Investment Management Co. 0.24% Reduce -2.7% 8,497 $1.3M
Advance Capital Management, Inc. 0.09% Reduce -3.9% 8,490 $1.3M
Beese Fulmer Investment Management, Inc. 0.12% Reduce -0.1% 8,479 $1.3M
Weaver C. Barksdale & Associates, Inc. 1.15% Reduce -0.8% 8,457 $1.3M
Capital Investment Advisory Services, LLC 0.13% Reduce -14.7% 8,455 $1.3M
Stiles Financial Services Inc 0.50% Add +6.9% 8,452 $1.3M
Ables, Iannone, Moore & Associates, Inc. 0.90% Add +7.8% 8,450 $1.3M
Perpetual Ltd 0.01% Add +6.1% 8,407 $1.2M
SPC Financial, Inc. 0.12% Add +51.8% 8,405 $1.2M
Alaethes Wealth, LLC 0.55% Add +3.7% 8,402 $1.2M
Dakota Wealth Management 0.03% Reduce -3.8% 8,377 $1.2M
Duff & Phelps Investment Management Co. 0.01% Add +4.3% 8,340 $1.2M
Trust Co. of Vermont 0.07% Add +7.3% 8,339 $1.2M
Wealth Group, Ltd. 0.92% — 8,241 $1.2M
Regal Investment Advisors LLC 0.08% Add +22.6% 8,225 $1.2M
Forvis Mazars Wealth Advisors, LLC 0.03% Reduce -3.4% 8,203 $1.2M
Norway Savings Bank 0.51% Reduce -15.0% 8,181 $1.2M
CRA Financial Services, LLC 0.26% Add +3.1% 8,180 $1.2M
Pittenger & Anderson Inc. 0.05% Add +5.4% 8,103 $1.2M
Keystone Financial Group 0.18% Add +9.3% 8,099 $1.2M
Carmel Capital Partners, LLC 0.50% Add +336.7% 8,066 $1.2M
MSH Capital Advisors LLC 0.42% Reduce -1.8% 8,042 $1.2M
Cubist Systematic Strategies, LLC 0.01% New 8,029 $1.2M
Ameritas Investment Partners, Inc. 0.04% Reduce -2.6% 8,012 $1.2M
Supplemental Annuity Collective Trust of NJ 0.37% No change 8,000 $1.2M
Bigelow Investment Advisors, LLC 0.58% Add +0.5% 7,991 $1.2M
Amplius Wealth Advisors, LLC 0.13% Reduce -1.1% 7,983 $1.2M
Symmetry Partners, LLC 0.09% Reduce -7.3% 7,979 $1.2M
Panagora Asset Management Inc. 0.01% Reduce -0.0% 7,939 $1.2M
Fiduciary Trust Co 0.02% Reduce -8.0% 7,918 $1.2M
Raleigh Capital Management Inc. 0.51% Reduce -10.5% 7,914 $1.2M
Intrust Bank NA 0.13% Reduce -2.7% 7,906 $1.2M
Longfellow Investment Management Co. LLC 0.27% Add +66.8% 7,900 $1.2M
Western Wealth Management, LLC 0.09% Add +13.7% 7,897 $1.2M
Silvant Capital Management LLC 0.06% No change 7,893 $1.2M
Westover Capital Advisors, LLC 0.34% Reduce -65.9% 7,888 $1.2M
Cedrus LLC 0.64% Add +98.6% 7,837 $1.2M
Clean Yield Group 0.45% Add +664.1% 7,802 $1.2M
Strategic Blueprint, LLC 0.08% Add +9.2% 7,786 $1.2M
Csenge Advisory Group 0.06% Reduce -2.8% 7,781 $1.2M
TrinityPoint Wealth, LLC 0.19% Reduce -26.6% 7,753 $1.2M
Beacon Investment Advisory Services, Inc. 0.05% Reduce -43.3% 7,745 $1.2M
Harbour Trust & Investment Management Co 0.14% Reduce -5.8% 7,697 $1.1M
Cigna Investments Inc. 0.22% Reduce -0.5% 7,681 $1.1M
TCV Trust & Wealth Management, Inc. 0.11% Reduce -0.2% 7,645 $1.1M
Essex Bank 0.33% No change 7,174 $1.1M
TFG Advisers LLC 0.44% Reduce -1.0% 7,567 $1.1M
LS Investment Advisors, LLC 0.18% Add +25.7% 7,540 $1.1M
First Hawaiian Bank 0.03% Reduce -38.4% 7,528 $1.1M
Wolff Financial Management LLC 0.33% Reduce -1.3% 7,515 $1.1M
Chesapeake Wealth Management 0.41% Reduce -4.3% 7,505 $1.1M
OV Management LLC 0.81% No change 7,500 $1.1M
Moloney Securities Asset Management, LLC 0.17% Reduce -9.8% 7,495 $1.1M
First Citizens Bank & Trust Co. 0.02% Add +43.0% 7,456 $1.1M
Eldridge Investment Advisors, Inc. 0.28% Add +0.1% 7,424 $1.1M
Taylor Hoffman Wealth Management 0.47% Reduce -0.8% 7,403 $1.1M
Freestone Capital Holdings, LLC 0.04% Reduce -70.1% 7,384 $1.1M
Arnhold LLC 0.12% No change 7,370 $1.1M
Harrington Investments, INC 0.63% Reduce -0.6% 7,358 $1.1M
High Net Worth Advisory Group LLC 0.34% Add +8.2% 7,346 $1.1M
Kenora Financial, LLC 0.46% Reduce -7.0% 7,345 $1.1M
Howland Capital Management LLC 0.05% Reduce -36.5% 7,341 $1.1M
Bollard Group LLC 0.03% Add +1.1% 7,314 $1.1M
Corundum Group, Inc. 0.52% Add +73.7% 7,309 $1.1M
Founders Financial Securities LLC 0.11% Add +3.9% 7,297 $1.1M
Venturi Wealth Management, LLC 0.07% Add +8.0% 7,276 $1.1M
Private Wealth Strategies, L.L.C. 0.23% Add +1.0% 7,270 $1.1M
CMT Capital Markets Trading GmbH 0.49% New 7,266 $1.1M
Lincoln Capital LLC 0.24% No change 7,233 $1.1M
Fiduciary Group, LLC 0.12% Add +41.6% 7,210 $1.1M
Transamerica Financial Advisors, LLC 0.11% Add +17.9% 7,170 $1.1M
Probity Advisors, Inc. 0.22% Add +5.6% 7,168 $1.1M
Nations Financial Group Inc, /Ia/ 0.09% Add +3.4% 7,165 $1.1M
Clark Capital Management Group, Inc. 0.01% Reduce -2.8% 7,149 $1.1M
IFP Advisors, Inc 0.05% Add +3.4% 7,131 $1.1M
Old Second National Bank of Aurora 0.28% Add +1.9% 7,132 $1.1M
Watts Gwilliam & Co., LLC 0.33% — 7,163 $1.1M
Arden Trust Co 0.15% Reduce -4.4% 7,127 $1.1M
Lazard Asset Management LLC 0.00% Reduce -14.0% 7,117 $1.1M
D.B. Root & Company, LLC 0.36% Reduce -5.4% 7,075 $1.1M
Formidable Asset Management, LLC 0.17% Add +133.4% 7,030 $1.0M
Noble Family Wealth, LLC 0.30% No change 7,030 $1.0M
Hartford Financial Management Inc. 0.22% No change 7,000 $1.0M
First County Bank 0.51% Add +2.1% 6,995 $1.0M
Bridgefront Capital, LLC 0.79% New 6,979 $1.0M
Cannell & Spears LLC 0.02% Reduce -5.8% 6,951 $1.0M
WASHINGTON TRUST Co 0.04% Reduce -0.3% 6,922 $1.0M
Compass Wealth Management LLC 0.26% Reduce -8.3% 6,905 $1.0M
Cladis Investment Advisory, LLC 0.75% Add +69.5% 6,892 $1.0M
Alpha Omega Wealth Management LLC 0.19% Reduce -2.5% 6,813 $1.0M
Johnson Financial Group, Inc. 0.05% Add +52.4% 6,810 $1.0M
Realta Investment Advisors 0.21% Add +10.3% 6,802 $1.0M
Bluespring Wealth Management, LLC 0.11% Add +0.2% 6,770 $1.0M
Intellectus Partners, LLC 0.27% Add +16.5% 6,767 $1.0M
AIMZ Investment Advisors, LLC 0.37% Reduce -6.9% 6,750 $1.0M
Legacy Capital Wealth Partners, LLC 0.71% Reduce -12.7% 5,131 $1.0M
Diligent Investors, LLC 0.25% Add +5.0% 6,731 $1.0M
Stableford Capital II LLC 0.40% Add +22.0% 6,703 $996K
Castlekeep Investment Advisors LLC 0.72% Reduce -3.7% 6,694 $995K
Cooper Financial Group 0.16% Add +4.5% 6,666 $991K
World Investment Advisors 0.14% Reduce -3.1% 6,662 $990K
Colonial Trust Co / SC 0.19% Add +1.1% 6,652 $989K
Marino, Stram & Associates LLC 0.23% Add +8.2% 6,649 $988K
SeaCrest Wealth Management, LLC 0.12% Reduce -7.8% 6,635 $986K
Checchi Capital Advisers, LLC 0.08% Add +7.3% 6,630 $985K
Alpha DNA Investment Management LLC 0.54% Add +1.9% 6,620 $984K
Vident Advisory, LLC 0.02% Reduce -52.1% 6,595 $980K
Lakewood Asset Management LLC 0.66% Add +21.2% 6,576 $977K
&partners 0.13% Add +103.9% 6,541 $972K
Syon Capital LLC 0.09% Add +5.9% 6,528 $970K
Ingalls & Snyder LLC 0.04% Reduce -7.2% 6,529 $970K
Fayez Sarofim & Co 0.00% Reduce -13.2% 6,509 $967K
Private Trust Co. NA 0.10% Add +8.4% 6,477 $963K
Goldstone Financial Group, LLC 0.22% Reduce -0.7% 6,467 $961K
RFG Advisory, LLC 0.03% Add +49.9% 6,459 $960K
Trust Investment Advisors 0.69% Add +0.7% 6,428 $955K
Belpointe Asset Management LLC 0.07% Reduce -15.9% 6,426 $955K
Gleason Group, Inc. 0.20% Add +1.1% 6,419 $954K
Catalyst Funds Management Pty Ltd 0.27% — 6,400 $951K
Aviance Capital Partners, LLC 0.14% New 6,394 $950K
NorthCoast Asset Management LLC 0.01% Add +206.6% 6,392 $950K
Summit Trail Advisors, LLC 0.03% Add +35.8% 6,387 $949K
SevenBridge Financial Group, LLC 0.21% Reduce -10.1% 6,458 $946K
Central Bank & Trust Co. 0.13% Add +7.1% 6,362 $946K
Legacy Financial Advisors, Inc. 0.17% Reduce -8.9% 6,339 $942K
Abbrea Capital, LLC 0.12% Add +0.7% 6,338 $942K
Brown Capital Management LLC 0.02% No change 6,312 $938K
Family Asset Management, LLC 0.59% No change 6,304 $937K
Blue Trust, Inc. 0.01% Add +3.4% 6,299 $936K
World Equity Group, Inc. 0.19% Add +59.6% 6,296 $936K
Wrapmanager Inc. 0.26% Reduce -39.1% 6,276 $933K
Constitution Capital LLC 0.53% Reduce -3.1% 6,264 $931K
First United Bank & Trust 0.34% Reduce -5.3% 6,245 $928K
Gsa Capital Partners LLP 0.07% Add +186.1% 6,235 $927K
Rothschild Investment LLC 0.07% Reduce -1.8% 6,230 $926K
Mendel Money Management 0.43% Add +9.1% 6,211 $923K
1ST Source Bank 0.05% Reduce -2.4% 6,139 $912K
Mayflower Financial Advisors, LLC 0.15% Reduce -92.9% 6,114 $909K
Stratos Investment Management, LLC 0.09% Reduce -24.4% 6,104 $907K
First Financial Bank - Trust Division 0.09% Reduce -5.5% 6,100 $907K
Fortem Financial Group, LLC 0.40% Add +17.4% 6,072 $902K
Schechter Investment Advisors, LLC 0.07% Reduce -19.1% 6,056 $900K
Affinity Wealth Management LLC 0.17% No change 6,046 $899K
Tradewinds Capital Management, LLC 0.25% Add +0.0% 6,035 $897K
Archford Capital Strategies, LLC 0.15% Reduce -9.7% 6,001 $892K
Main Street Financial Solutions, LLC 0.10% Add +8.3% 5,999 $892K
Investors Asset Management of Georgia Inc. /Ga/ 0.42% Add +15.5% 5,997 $891K
Convergence Investment Partners, LLC 0.34% Add +308.1% 5,987 $890K
Benjamin Edwards Inc. 0.18% Reduce -2.6% 5,987 $890K
Missouri Trust & Investment Co 0.34% Add +8.6% 5,985 $890K
Impact Partnership Wealth, LLC 0.35% Add +315.3% 5,984 $889K
Berkeley Capital Partners, LLC 0.27% New 5,921 $880K
Choate Investment Advisors 0.02% Add +11.2% 5,894 $876K
DeDora Capital, Inc. 0.28% Add +19.2% 5,882 $874K
First Horizon Advisors, Inc. 0.03% Reduce -10.7% 5,881 $874K
Comprehensive Financial Consultants Institutional, Inc. 0.36% Add +12.4% 5,869 $872K
Boston Financial Mangement LLC 0.03% Reduce -1.3% 5,863 $871K
Encompass Wealth Advisors, LLC 0.23% Add +85.1% 5,862 $871K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.10% Add +87.5% 5,856 $870K
Schnieders Capital Management LLC 0.18% Reduce -12.5% 5,853 $870K
Ontario Teachers Pension Plan Board 0.01% Add +50.3% 5,853 $870K
Keudell/Morrison Wealth Management 0.26% Add +20.3% 5,846 $869K
Financial Advocates Investment Management 0.05% Add +1.7% 5,838 $868K
Northstar Group, Inc. 0.18% Add +0.2% 5,814 $864K
Barden Capital Management, Inc. 0.83% Reduce -25.9% 5,793 $861K
Gladstone Institutional Advisory LLC 0.05% Reduce -48.8% 5,791 $861K
Massachusetts Wealth Management 0.61% No change 5,790 $861K
Investors Research Corp 0.20% No change 5,789 $860K
Kingswood Wealth Advisors, LLC 0.10% Reduce -29.0% 5,779 $859K
Fourpath Capital Management, LLC 0.60% Reduce -1.6% 5,775 $858K
LCNB Corp. 0.31% Reduce -1.5% 5,771 $858K
Norden Group LLC 0.17% Add +32.2% 5,756 $855K
Traynor Capital Management, Inc. 0.08% Reduce -0.2% 5,726 $851K
Concourse Financial Group Securities, Inc. 0.06% Add +15.1% 5,722 $850K
Pettyjohn, Wood & White, Inc. 0.17% Reduce -1.7% 5,642 $839K
Harbor Investment Advisory, LLC 0.09% Add +108.9% 5,631 $837K
Essex Financial Services, Inc. 0.08% Add +8.5% 5,631 $837K
Patriot Investment Management Group, Inc. 0.07% Reduce -7.9% 5,629 $837K
Guardian Capital Advisors LP 0.09% Reduce -14.4% 5,865 $834K
Greenland Capital Management LP 0.14% New 5,600 $832K
Heritage Wealth Advisors 0.04% Reduce -20.7% 5,594 $831K
Centaurus Financial, Inc. 0.06% Reduce -4.4% 5,575 $829K
Capital Square, LLC 0.58% Add +11.1% 5,557 $826K
Klein Pavlis & Peasley Financial, Inc. 0.75% New 5,557 $826K
Hilltop Partners LLC 0.29% Add +13.8% 5,528 $822K
Hutner Capital Management Inc. 0.44% Reduce -1.9% 5,506 $818K
Bank of Hawaii 0.04% Reduce -1.6% 5,503 $818K
American National Bank & Trust Co. 0.19% — 5,485 $815K
Baker Tilly Wealth Management, LLC 0.15% Add +7.0% 5,474 $814K
Bangor Savings Bank 0.08% Add +2.4% 5,446 $809K
Pinnacle West Asset Management, Inc. 0.64% Add +4.7% 5,440 $809K
Capital Asset Advisory Services LLC 0.05% Reduce -6.8% 5,343 $809K
Lindbrook Capital, LLC 0.08% Reduce -1.7% 5,435 $808K
Transcend Capital Advisors, LLC 0.06% Add +54.9% 5,431 $807K
Nicolet Advisory Services, LLC 0.08% Add +6.0% 5,348 $805K
CHICAGO TRUST Co NA 0.17% Reduce -25.7% 5,411 $804K
Berkshire Asset Management LLC 0.04% Reduce -5.0% 5,392 $801K
Tyche Wealth Partners LLC 0.20% Reduce -10.6% 5,366 $798K
JT Stratford LLC 0.16% Reduce -2.5% 5,331 $792K
Westpac Banking Corp. 0.06% Add +8.8% 5,300 $788K
Cetera Trust Company, N.A 0.47% Reduce -1.2% 5,274 $784K
Imprint Wealth LLC 0.19% Add +13.0% 5,298 $782K
Quadrant Capital Group LLC 0.06% Reduce -9.2% 5,249 $780K
Patrick Mauro Investment Advisor, INC. 0.44% Reduce -21.9% 5,240 $779K
Joel Isaacson & Co., LLC 0.04% Add +0.1% 5,234 $778K
Boyd Watterson Asset Management LLC 0.28% No change 5,226 $777K
Precedent Wealth Partners, LLC 0.33% Add +12.3% 5,196 $772K
Lake Street Advisors Group, LLC 0.04% Add +7.9% 5,182 $770K
Wealthspire Advisors, LLC 0.01% Reduce -9.2% 5,167 $768K
Paragon Private Wealth Management, LLC 0.45% Reduce -7.8% 5,117 $761K
SC&H Financial Advisors, Inc. 0.20% Add +24.3% 5,113 $760K
Community Trust & Investment Co. 0.05% No change 5,101 $758K
Access Investment Management LLC 0.25% No change 5,100 $758K
Ar Asset Management Inc. 0.19% No change 5,100 $758K
VeraBank, N.A. 0.24% Reduce -1.7% 5,080 $755K
Chicago Capital, LLC 0.02% Reduce -0.1% 5,061 $752K
Wilson & Boucher Capital Management, LLC 0.59% Reduce -11.8% 5,016 $746K
Eagle Bluffs Wealth Management LLC 0.46% Add +4.3% 5,003 $744K
Valmark Advisers, Inc. 0.01% Add +2.1% 5,003 $744K
CPR Investments Inc. 0.57% No change 5,000 $743K
Acropolis Investment Management, LLC 0.05% Add +7.0% 5,000 $743K
Blackston Financial Advisory Group, LLC 0.49% Reduce -0.7% 4,999 $743K
Focus Financial Network, Inc. 0.04% — 5,191 $742K
Raab & Moskowitz Asset Management LLC 0.21% Reduce -11.4% 4,979 $740K
Virtue Capital Management, LLC 0.13% Add +17.5% 5,050 $739K
Patrick M Sweeney & Associates, Inc. 0.61% Add +2.1% 4,966 $738K
Hapanowicz & Associates Financial Services, Inc 0.42% No change 4,964 $738K
Morningstar Investment Management LLC 0.08% No change 4,959 $737K
Founders Financial Alliance, LLC 0.22% Reduce -11.5% 4,943 $735K
Patriot Financial Group Insurance Agency, LLC 0.12% Add +0.8% 4,939 $734K
Peoples Financial Services Corp. 0.32% Reduce -7.8% 4,925 $732K
Taylor Financial Group, Inc. 0.56% Reduce -4.4% 4,923 $732K
Darwin Wealth Management, LLC 0.20% Reduce -0.6% 4,878 $725K
Altus Wealth Group LLC 0.36% Add +7.5% 4,835 $719K
Solitude Financial Services 0.33% No change 4,800 $713K
Pettee Investors, Inc. 0.30% No change 4,800 $713K
Advisors Management Group Inc. 0.18% Reduce -1.9% 4,760 $707K
Southeast Asset Advisors, LLC 0.08% No change 4,745 $705K
McAdam, LLC 0.05% Add +0.4% 4,731 $703K
Buttonwood Financial Advisors Inc. 0.33% Reduce -0.1% 4,731 $703K
Sound View Wealth Advisors Group, LLC 0.07% Add +2.3% 4,723 $702K
Principle Wealth Partners LLC 0.05% Reduce -0.1% 4,722 $702K
Simmons Bank 0.05% Reduce -13.6% 4,715 $701K
First Commonwealth Financial Corp 0.19% Add +11.5% 4,709 $700K
apricus wealth, LLC 0.49% Reduce -4.6% 4,705 $699K
Annex Advisory Services, LLC 0.02% Reduce -2.0% 4,694 $698K
LifeGuide Financial Advisors, LLC 0.35% No change 4,686 $696K
Smith, Moore & Co. 0.07% Add +1.6% 4,674 $695K
Fernwood Investment Management, LLC 0.20% No change 4,663 $693K
Community Bank & Trust, Waco, Texas 0.17% Add +0.0% 4,665 $693K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 4,750 $690K
Wealth Quarterback LLC 0.38% Add +22.1% 4,622 $687K
City State Bank 0.30% Reduce -2.9% 4,620 $687K
Jaffetilchin Investment Partners, LLC 0.06% Reduce -34.3% 4,616 $686K
ZWJ Investment Counsel Inc. 0.03% Reduce -1.5% 4,614 $686K
Delta Financial Group, Inc. 0.20% Add +0.6% 4,605 $684K
Astoria Portfolio Advisors LLC. 0.26% Reduce -10.0% 4,721 $684K
Oxford Asset Management LLP 0.76% Add +79.7% 4,587 $682K
Flputnam Investment Management Co. 0.01% Reduce -17.6% 4,586 $682K
Silverleafe Capital Partners, LLC 0.28% New 4,579 $681K
Thrive Wealth Management, LLC 0.14% Add +4.7% 4,565 $679K
Geneos Wealth Management Inc. 0.03% Add +2.3% 4,549 $676K
Leonteq Securities AG 0.09% Reduce -40.4% 4,538 $674K
Edgestream Partners, L.P. 0.03% Reduce -63.1% 4,519 $672K
Ancora Advisors LLC 0.02% Add +103.9% 4,493 $668K
Eads & Heald Wealth Management 0.31% Reduce -17.9% 4,475 $665K
St. Johns Investment Management Company, LLC 0.32% Add +58.8% 4,466 $664K
Trust Point Inc. 0.05% Reduce -0.9% 4,464 $663K
Inceptionr LLC 0.17% Reduce -11.7% 4,462 $663K
Evermay Wealth Management LLC 0.10% Add +1.4% 4,457 $662K
WestHill Financial Advisors, Inc. 0.16% Add +0.0% 4,450 $661K
Allred Capital Management, LLC 0.26% Reduce -1.4% 4,448 $661K
Group One Trading LLC 0.02% Add +12.7% 4,433 $659K
Chicago Partners Investment Group LLC 0.03% Add +8.5% 4,413 $657K
Compound Planning, Inc. 0.06% Add +168.3% 4,411 $656K
Cohen Capital Management, Inc. 0.12% Add +3.6% 4,402 $654K
Simon Quick Advisors, LLC 0.05% Add +7.1% 4,396 $653K
Lombard Odier Asset Management (Switzerland) SA 0.05% New 4,372 $650K
Geller Advisors LLC 0.05% Add +0.8% 4,359 $648K
W.H. Cornerstone Investments Inc. 0.47% Reduce -14.2% 4,344 $646K
Gallagher Fiduciary Advisors, LLC 0.02% Reduce -0.3% 4,316 $642K
Meyer Handelman Co. 0.02% Reduce -23.2% 4,300 $639K
Salvus Wealth Management, LLC 0.44% Add +0.1% 4,293 $638K
Smartleaf Asset Management LLC 0.12% Add +16.7% 4,324 $637K
Greenwich Wealth Management LLC 0.05% Add +2.0% 4,285 $637K
Atlas Private Wealth Management, LLC 0.27% Add +8.7% 4,277 $636K
CKW Financial Group 0.08% No change 4,301 $635K
Cipher Capital LP 0.29% Reduce -74.9% 4,257 $633K
Sutton Place Investors LLC 0.31% Add +18.4% 4,256 $633K
Monument Capital Management 0.18% Reduce -22.1% 4,255 $632K
Shakespeare Wealth Management, LLC 0.18% No change 4,248 $631K
Donoghue Forlines LLC 0.18% Add +5.8% 4,246 $631K
Studio Investment Management LLC 0.15% Add +6.2% 4,221 $627K
FRG Family Wealth Advisors LLC 0.12% Reduce -10.0% 4,250 $627K
JFS Wealth Advisors, LLC 0.05% Reduce -2.4% 4,209 $626K
Rogco, LP 0.26% Add +1.9% 4,206 $625K
HM Payson & Co. 0.01% Reduce -3.1% 4,203 $625K
GM Advisory Group, LLC 0.04% No change 4,184 $622K
Tobam 0.06% Reduce -16.3% 4,166 $619K
Gilliland Jeter Wealth Management LLC 0.22% Reduce -4.3% 4,163 $619K
TBH Global Asset Management, LLC 0.12% Reduce -0.1% 4,163 $619K
Pinnacle Wealth Planning Services, Inc. 0.09% Add +2.5% 4,162 $619K
Total Clarity Wealth Management, Inc. 0.21% Reduce -1.2% 4,158 $618K
Smith Salley Wealth Management 0.05% Reduce -80.8% 4,135 $615K
Cookson Peirce & Co. Inc. 0.03% Reduce -3.3% 4,115 $612K
W.G. Shaheen & Associates DBA Whitney & Co 0.07% No change 4,104 $610K
Vista Investment Management 0.25% Reduce -3.1% 4,099 $609K
Faithward Advisors, LLC 0.11% Add +92.7% 4,097 $609K
Larson Financial Group LLC 0.05% Add +220.5% 4,096 $609K
Johnson & White Wealth Management, LLC 0.44% Add +36.2% 4,094 $608K
Dagco, Inc. 0.28% Add +1090.4% 4,083 $607K
Kanawha Capital Management LLC 0.05% Add +2.3% 4,065 $604K
Biltmore Wealth Management, LLC 0.29% No change 3,825 $601K
Barr E S & Co. 0.04% No change 4,026 $598K
Girard Partners LTD. 0.06% Reduce -24.4% 4,021 $598K
Oakworth Capital, Inc. 0.04% Reduce -5.2% 4,015 $597K
S.A. Mason LLC 0.36% No change 4,011 $596K
Waldron Private Wealth LLC 0.03% Reduce -5.3% 4,011 $596K
RDA Financial Network 0.20% Add +19.4% 4,009 $596K
Deseret Mutual Benefit Administrators 0.30% Add +12.6% 4,002 $595K
Powers Advisory Group, LLC 0.34% Add +8.9% 3,983 $592K
Bank Ozk 0.26% Add +101.5% 3,971 $590K
Wolverine Asset Management LLC 0.05% Reduce -77.5% 3,970 $590K
EverSource Wealth Advisors, LLC 0.05% Add +0.2% 3,988 $588K
Curbstone Financial Management Corp 0.13% No change 3,928 $584K
Cidel Asset Management Inc. 0.04% Add +15.6% 3,905 $580K
River Street Advisors LLC 0.39% Add +8.1% 3,901 $580K
Diamant Asset Management, Inc. 0.40% Reduce -2.3% 3,885 $577K
First Western Trust Bank 0.03% Add +0.3% 3,884 $577K
Burford Brothers, Inc. 0.38% Add +18.8% 3,875 $576K
Clifford Group, LLC 0.48% Add +17.5% 3,871 $575K
MQS Management LLC 0.33% New 3,851 $572K
Capital Analysts, LLC 0.03% Add +6.5% 3,841 $571K
Lavaca Capital LLC 0.35% Reduce -1.5% 3,839 $571K
Nicholas Wealth, LLC. 0.44% Add +27.8% 3,837 $570K
Stablepoint Partners, LLC 0.12% Add +14.3% 3,835 $570K
Phillips Wealth Planners LLC 0.65% Add +24.6% 3,961 $566K
Rothschild Wealth LLC 0.20% — 3,792 $564K
Boston Family Office LLC 0.04% Reduce -15.9% 3,779 $562K
Graypoint LLC 0.04% Add +4.3% 3,781 $562K
Emerald Advisors, LLC 0.10% Add +20.1% 3,776 $561K
S&co Inc. 0.04% No change 3,770 $560K
Parkside Financial Bank & Trust 0.09% Add +1.3% 3,768 $560K
Nwam LLC 0.05% Reduce -40.3% 3,798 $559K
Paces Ferry Wealth Advisors, LLC 0.36% Reduce -7.0% 3,751 $558K
Ritholtz Wealth Management 0.02% Reduce -44.5% 3,740 $556K
Grey Street Capital, LLC 0.08% Add +143.9% 3,737 $555K
Durante & Waters, LLC 0.51% Add +0.0% 3,734 $555K
Cascade Financial Partners, LLC 0.08% — 3,828 $555K
Summit Asset Management, LLC 0.07% Add +4.9% 3,727 $554K
Accuvest Global Advisors 0.24% Add +31.5% 3,708 $551K
Sard Wealth Management Group, LLC 0.49% Reduce -0.4% 3,654 $543K
Capital Advisors Wealth Management, LLC 0.11% Reduce -10.4% 3,630 $540K
CoreCap Advisors, LLC 0.03% Reduce -74.1% 3,630 $540K
Richard W. Paul & Associates, LLC 0.22% Add +15.8% 3,630 $540K
First Nebraska Trust Co 0.06% Add +6.0% 3,629 $539K
Breakwater Capital Group 0.13% Add +2.7% 3,605 $536K
Creegan & Nassoura Financial Group, LLC 0.36% Add +0.1% 3,599 $535K
Pathway Financial Advisors LLC 0.14% Add +0.9% 3,591 $534K
Defined Wealth Management, LLC 0.38% Reduce -0.3% 3,587 $533K
Elevation Point Wealth Partners, LLC 0.04% Reduce -41.5% 3,584 $533K
Clarius Group, LLC 0.04% Reduce -1.4% 3,562 $529K
Dana Investment Advisors, Inc. 0.02% Add +0.6% 3,558 $529K
Family Legacy, Inc. 0.19% Add +0.7% 3,554 $528K
Ignite Planners, LLC 0.15% Reduce -17.2% 3,570 $527K
First Affirmative Financial Network 0.39% Reduce -1.4% 3,539 $526K
Pflug Koory, LLC 0.04% Add +0.5% 3,536 $526K
Liberty Capital Management, Inc. 0.13% Reduce -0.5% 3,535 $525K
Liberty Wealth Management LLC 0.10% Reduce -5.6% 3,534 $525K
Octavia Wealth Advisors, LLC 0.08% Reduce -5.7% 3,522 $523K
Stratos Wealth Advisors, LLC 0.03% Reduce -87.2% 3,519 $523K
DF Dent & Co. Inc. 0.01% Reduce -13.4% 3,519 $523K
Premier Path Wealth Partners, LLC 0.10% Reduce -1.6% 3,517 $523K
Central Valley Advisors, LLC 0.27% No change 3,515 $522K
Roble, Belko & Company, Inc 0.09% Add +2.3% 3,513 $522K
Legacy Wealth Asset Management, LLC 0.14% Add +2.1% 3,490 $519K
Profit Investment Management, LLC 0.29% Reduce -1.4% 3,489 $519K
Steward Partners Investment Solutions, LLC 0.09% Add +15.7% 3,487 $518K
Elevated Capital Advisors, LLC 0.15% Add +10.8% 3,481 $517K
MRA Advisory Group 0.31% Reduce -11.4% 3,481 $517K
Xcel Wealth Management, LLC 0.16% Reduce -16.3% 3,471 $516K
Dividend Assets Capital, LLC 0.11% Reduce -5.4% 3,446 $512K
Trustco Bank Corp. N Y 0.53% Reduce -10.1% 3,436 $511K
Range Financial Group LLC 0.26% Add +3.5% 3,421 $508K
Segment Wealth Management, LLC 0.04% Add +0.1% 3,404 $506K
Penserra Capital Management LLC 0.01% Reduce -48.2% 3,406 $505K
Conscious Wealth Investments, LLC 0.38% Reduce -6.2% 3,532 $505K
IFG Advisors, LLC 0.13% Add +1.8% 3,383 $503K
Caldwell Sutter Capital, Inc. 0.24% Add +2.4% 3,365 $500K
Archer Investment Corp 0.15% No change 3,362 $500K
ICA Group Wealth Management, LLC 0.10% Reduce -4.4% 3,360 $499K
Compagnie Lombard Odier SCmA 0.01% Reduce -8.6% 3,353 $498K
Next Level Private LLC 0.23% Add +24.1% 3,327 $495K
Park Place Capital Corp 0.18% Reduce -11.7% 3,324 $494K
NCM Capital Management, LLC 0.28% Add +31.4% 3,318 $493K
Viawealth, LLC 0.31% No change 3,309 $492K
Kolinsky Wealth Management, LLC 0.37% Reduce -5.6% 3,295 $490K
GAMMA Investing LLC 0.10% Reduce -1.2% 3,283 $488K
Glen Eagle Advisors, LLC 0.09% Reduce -3.4% 3,282 $488K
Cutler Investment Counsel LLC 0.07% Reduce -10.2% 3,279 $487K
Cape Investment Advisory, Inc. 0.23% Reduce -10.7% 3,275 $487K
Personal Cfo Solutions, LLC 0.08% Add +7.5% 3,266 $486K
iA Global Asset Management Inc. 0.01% Reduce -16.8% 3,252 $483K
Eaton-Cambridge Inc. 0.26% Add +2.9% 3,247 $483K
Douglas Lane & Associates, LLC 0.01% Add +6.2% 3,247 $483K
Kennedy Investment Group, Inc. 0.26% Add +2.5% 3,246 $482K
Malaga Cove Capital, LLC 0.20% No change 3,235 $481K
Montis Financial, LLC 0.23% No change 3,234 $481K
Williams Jones Wealth Management, LLC. 0.01% Reduce -15.3% 3,233 $481K
Patten & Patten Inc. 0.03% Add +9.6% 3,232 $480K
MKT Advisors LLC 0.26% Reduce -35.8% 3,261 $480K
Wellington Shields & Co., LLC 0.16% Add +98.5% 3,225 $479K
Corton Capital Inc. 0.18% Reduce -46.0% 3,223 $479K
Core Alternative Capital 0.09% Reduce -10.8% 3,222 $479K
Silver Oak Securities, Incorporated 0.07% Reduce -6.4% 3,221 $479K
Drive Wealth Management, LLC 0.13% Reduce -8.2% 3,213 $478K
Versant Capital Management, Inc 0.14% Add +2.2% 3,212 $477K
Palumbo Wealth Management LLC 0.21% Reduce -5.8% 3,203 $476K
Highlander Capital Management, LLC 0.19% Add +255.6% 3,200 $476K
American National Bank & Trust 0.06% Add +26566.7% 3,200 $476K
Sterling Investment Counsel, LLC 0.22% Reduce -4.0% 3,185 $473K
LMG Wealth Partners, LLC 0.12% No change 3,185 $473K
James J. Burns & Company, LLC 0.16% New 3,163 $472K
Gryphon Financial Partners LLC 0.08% Add +4.8% 3,174 $472K
MIdWestOne Financial Group, Inc. 0.08% Add +0.6% 3,169 $471K
Hyman Charles D 0.03% Reduce -51.5% 3,168 $471K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% No change 3,160 $470K
Mill Creek Capital Advisors, LLC 0.01% Add +8.6% 3,157 $469K
Strait & Sound Wealth Management LLC 0.26% Reduce -2.1% 3,145 $469K
Yeomans Consulting Group, Inc. 0.20% Reduce -0.3% 3,145 $467K
Field & Main Bank 0.18% Reduce -6.4% 3,144 $467K
Regent Peak Wealth Advisors LLC 0.12% Add +5.6% 3,125 $464K
Continuum Advisory, LLC 0.07% Reduce -28.2% 3,136 $464K
AlTi Global, Inc. 0.01% Reduce -93.9% 3,124 $464K
Center for Financial Planning, Inc. 0.07% Reduce -2.9% 3,122 $464K
Cornerstone Wealth Group, LLC 0.04% Add +25.5% 3,122 $464K
RB Capital Management, LLC 0.13% Reduce -0.9% 3,117 $463K
Vicus Capital 0.04% New 3,102 $461K
Fortis Capital Advisors, LLC 0.19% Add +2.7% 3,081 $458K
Human Investing LLC 0.09% Reduce -7.0% 3,077 $457K
West Paces Advisors Inc. 0.12% Reduce -9.9% 3,071 $456K
E&G Advisors, LLC 0.14% No change 3,069 $456K
Harbour Capital Advisors, LLC 0.11% Add +1.3% 3,047 $454K
Randall & Associates Wealth Management 0.41% Add +1.3% 3,046 $453K
Catalyst Financial Partners LLC 0.12% Reduce -11.7% 3,180 $452K
Roberts Financial Services LLC 0.09% Reduce -1.9% 3,032 $451K
NTV Asset Management LLC 0.07% Reduce -4.0% 3,031 $450K
Successful Portfolios LLC 0.31% Reduce -3.4% 3,029 $450K
Mystic Asset Management, Inc. 0.19% Add +5.2% 3,022 $449K
Shepherd Financial Partners LLC 0.06% Add +5.6% 3,002 $446K
Accurate Wealth Management, LLC 0.13% Reduce -7.3% 3,116 $445K
Gratus Wealth Advisors, LLC 0.08% Reduce -9.1% 3,115 $445K
IVC Wealth Advisors LLC 0.26% Reduce -24.0% 2,987 $444K
First Merchants Corp. 0.03% Add +75.0% 2,979 $443K
Prosperity Consulting Group, LLC 0.06% Add +74.3% 2,977 $443K
Qtron Investments LLC 0.06% Reduce -53.9% 2,976 $442K
Vance Wealth, LLC 0.18% Add +0.7% 2,971 $442K
Weaver Consulting Group 0.16% Reduce -0.2% 2,969 $441K
Grove Bank & Trust 0.07% Reduce -47.7% 2,949 $438K
Dechtman Wealth Management, LLC 0.10% Add +1.0% 2,948 $438K
Ipswich Investment Management Co., Inc. 0.10% Reduce -12.5% 2,934 $436K
Veltria Advisors Corp. 0.11% New 2,922 $434K
Colonial Trust Advisors 0.04% Reduce -0.7% 2,921 $434K
Luken Investment Analytics, LLC 0.22% No change 2,919 $434K
Silverlake Wealth Management LLC 0.22% Add +6.7% 2,914 $433K
Absher Wealth Management, LLC 0.06% Add +4.5% 2,891 $430K
Avestar Capital, LLC 0.05% Add +30.8% 2,891 $430K
Avior Wealth Management, LLC 0.02% Add +126.7% 2,890 $430K
Elgethun Capital Management 0.11% Reduce -2.7% 2,895 $428K
Juncture Wealth Strategies, LLC 0.18% New 2,869 $426K
Stonebrook Private Inc. 0.12% Add +4.4% 2,868 $426K
Wedmont Private Capital 0.03% Add +10.3% 2,827 $426K
Forum Financial Management, LP 0.01% Add +0.5% 2,862 $425K
Oxford Financial Group, LTD. LLC 0.03% Reduce -8.9% 2,861 $425K
STAR Financial Bank 0.36% No change 2,858 $425K
Marble Harbor Investment Counsel, LLC 0.05% No change 2,855 $424K
Davidson Trust Co. 0.25% No change 2,854 $424K
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +4.0% 2,847 $423K
Ledyard National Bank 0.04% No change 2,834 $421K
Adirondack Trust Co. 0.18% Reduce -0.0% 2,833 $421K
Choice Wealth Advisors LLC 0.25% Add +0.7% 2,826 $420K
Fidelis Capital Partners, LLC 0.06% Add +15.8% 2,806 $417K
Passumpsic Savings Bank 0.27% — 2,803 $417K
Mechanics Financial Corp 0.22% No change 2,802 $416K
Global Trust Asset Management, LLC 0.17% Add +16.4% 2,771 $412K
Gray Wealth Management Inc. 0.18% No change 2,769 $412K
Jeppson Wealth Management, LLC 0.16% Reduce -7.7% 2,761 $410K
Atlas Wealth LLC 0.33% No change 2,751 $409K
Roberts Glore & Co. Inc. 0.12% Add +2.6% 2,750 $409K
Walter & Keenan Wealth Management LLC /in/ 0.13% Add +0.6% 2,749 $409K
Cornerstone Advisory, LLC 0.06% Reduce -16.4% 2,745 $408K
DE Burlo Group Inc. 0.05% Reduce -34.6% 2,744 $408K
Paulson Wealth Management Inc. 0.12% Add +3.0% 2,743 $408K
Cambiar Investors LLC 0.02% Reduce -99.1% 2,738 $407K
Thomasville National Bank 0.03% Reduce -18.9% 2,737 $407K
Guardian Wealth Advisors, LLC / NC 0.05% Reduce -3.8% 2,722 $405K
Foster & Motley Inc. 0.03% Reduce -23.7% 2,716 $404K
Washington Trust Bank 0.04% Reduce -19.8% 2,713 $403K
Reynders McVeigh Capital Management, LLC 0.02% Add +14.2% 2,707 $403K
Claro Advisors Inc. 0.07% Add +10.9% 2,711 $403K
Verus Capital Partners, LLC 0.04% Add +6.4% 2,705 $402K
Fortitude Family Office, LLC 0.27% Add +6.8% 2,701 $401K
Royal Capital Wealth Management, LLC 0.32% Reduce -17.8% 2,700 $401K
Founders Capital Management, LLC 0.07% No change 2,698 $401K
Murphy, Middleton, Hinkle & Parker, Inc. 0.23% Add +0.0% 2,696 $401K
BLB&B Advisors, LLC 0.02% Add +1.4% 2,693 $400K
Alliance Wealth Advisors, LLC 0.12% Add +2.3% 2,693 $400K
Yarger Wealth Strategies, LLC 0.27% Add +1.7% 2,692 $400K
Childress Capital Advisors, LLC 0.12% Add +5.5% 2,686 $399K
Nvwm, LLC 0.11% Add +3.7% 2,685 $399K
Opinicus Capital, Inc. 0.35% Reduce -0.8% 2,680 $398K
HCR Wealth Advisors 0.06% Reduce -14.6% 2,675 $398K
Landscape Capital Management, L.L.C. 0.03% New 2,675 $398K
Burney Co./ 0.02% Reduce -3.5% 2,673 $397K
Weatherly Asset Management L. P. 0.04% Add +0.5% 2,672 $397K
Ausdal Financial Partners, Inc. 0.05% Add +31.1% 2,670 $397K
Versor Investments LP 0.08% New 2,668 $397K
Mizuho Markets Americas LLC 0.01% New 2,660 $395K
McGuire Investment Group, LLC 0.06% Reduce -3.9% 2,654 $394K
Suncoast Equity Management 0.05% No change 2,652 $394K
Leisure Capital Management 0.20% No change 2,645 $393K
Eudaimonia Advisors LLC 0.21% No change 2,641 $393K
Hodges Capital Management Inc. 0.02% Reduce -29.6% 2,635 $392K
Ranch Capital Advisors Inc. 0.21% Add +0.1% 2,636 $392K
Atlas Brown,Inc. 0.14% Reduce -0.9% 2,626 $390K
Country Trust Bank 0.01% Add +1.4% 2,622 $390K
Trek Financial, LLC 0.03% New 2,620 $389K
Clear Creek Financial Management, LLC 0.05% New 2,619 $389K
Cannon Financial Strategists, Inc. 0.08% Reduce -0.2% 2,619 $389K
Executive Wealth Group LLC 0.08% New 2,658 $389K
Navellier & Associates Inc. 0.05% Reduce -6.2% 2,610 $388K
Sweeney & Michel, LLC 0.17% — 2,620 $388K
Peavine Capital, LLC 0.10% No change 2,600 $386K
Sterling Financial Planning, Inc. 0.16% Reduce -12.6% 2,599 $386K
Sachetta, LLC 0.18% No change 2,452 $386K
Burns Matteson Capital Management, LLC 0.25% Reduce -5.7% 2,588 $385K
Delta Financial Advisors LLC 0.15% Add +0.3% 2,588 $385K
Salem Investment Counselors Inc. 0.01% Reduce -1.4% 2,578 $383K
Meridian Wealth Advisors, LLC 0.07% Reduce -21.9% 2,574 $383K
L2 Asset Management, LLC 0.13% Add +11.7% 2,572 $382K
Joule Financial, LLC 0.16% Add +2.5% 2,561 $381K
Kades & Cheifetz LLC 0.24% Reduce -0.4% 2,558 $380K
Wilbanks Smith & Thomas Asset Management LLC 0.01% Reduce -11.8% 2,558 $380K
Sharp Wealth Advisory, LLC 0.35% Add +6.2% 2,556 $380K
Alliance Wealth Advisors, LLC 0.24% Reduce -3.9% 2,555 $380K
Spirit of America Management Corp. 0.08% No change 2,550 $379K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.09% Reduce -15.5% 2,545 $378K
Prestige Wealth Management Group LLC 0.08% Add +3.1% 2,539 $377K
Old Mission Investment Co LLC 0.13% Add +4.7% 2,539 $377K
Sunpointe, LLC 0.42% Add +1.0% 2,531 $376K
Lifeworks Advisors, LLC 0.10% Add +13.5% 2,517 $374K
Ti-Trust, Inc. 0.27% Add +17.9% 2,515 $374K
Indiana Trust & Investment Management Co 0.15% Reduce -7.9% 2,510 $373K
Wilkinson Global Asset Management LLC 0.02% Reduce -39.0% 2,507 $373K
Austin Asset Management Co Inc 0.08% Reduce -2.0% 2,505 $372K
AlphaMark Advisors, LLC 0.13% Add +5.2% 2,504 $372K
Gouws Capital LLC 0.28% Reduce -3.9% 2,500 $372K
Wealth Advisory Solutions, LLC 0.10% Reduce -35.3% 2,494 $371K
McRae Capital Management Inc. 0.08% No change 2,488 $370K
Leo Wealth, LLC 0.04% Add +9.0% 2,496 $370K
Busey Bank 0.01% Reduce -0.7% 2,487 $370K
Heartwood Wealth Advisors LLC 0.05% No change 2,481 $369K
New Hampshire Trust 0.09% Add +1.8% 2,476 $368K
Crestwood Advisors Group, LLC 0.01% New 2,474 $368K
Great Diamond Partners, LLC 0.08% Add +7.5% 2,471 $367K
Shufro Rose & Co. LLC 0.03% Add +82.6% 2,465 $366K
NWF Advisory Services Inc. 0.06% Reduce -6.4% 2,465 $366K
Fortis Group Advisors, LLC 0.07% Reduce -9.4% 2,464 $366K
Lyell Wealth Management, LP 0.04% Add +8.4% 2,453 $365K
Private Wealth Partners, LLC 0.03% Reduce -25.8% 2,450 $364K
IMS Capital Management 0.17% Reduce -14.8% 2,446 $364K
Meadow Creek Wealth Advisors LLC 0.25% Add +18.7% 2,442 $363K
Plato Investment Management Ltd 0.04% Add +978.3% 2,437 $362K
Chaney Capital Management, Inc. 0.29% No change 2,430 $361K
Cobblestone Capital Advisors LLC 0.02% Reduce -2.6% 2,430 $361K
Allegheny Financial Group 0.11% Add +0.1% 2,430 $361K
waypoint wealth counsel 0.28% Reduce -0.8% 2,400 $357K
Grandview Asset Management LLC 0.16% Reduce -5.3% 2,396 $356K
Bill Few Associates, Inc. 0.14% Add +8.5% 2,394 $356K
Nicolet Bankshares Inc. 0.07% Reduce -1.0% 2,388 $355K
Brown, Lisle/Cummings, Inc. 0.12% Add +0.1% 2,375 $353K
Relyea Zuckerberg Hanson LLC 0.06% Add +2.4% 2,366 $352K
Flagship Harbor Advisors, LLC 0.02% Reduce -2.4% 2,365 $352K
CPC Advisors, LLC 0.06% Reduce -28.1% 2,364 $351K
Westhampton Capital, LLC 0.19% Reduce -12.0% 2,355 $350K
Vertex Planning Partners, LLC 0.10% Reduce -0.8% 2,355 $350K
KPP Advisory Services LLC 0.10% Add +1.6% 2,355 $350K
Redhawk Wealth Advisors, Inc. 0.06% Reduce -0.6% 2,354 $350K
King Wealth Management Group 0.06% Reduce -25.7% 2,349 $349K
Walker Financial Services, Inc. 0.29% Add +5.1% 2,216 $349K
Winthrop Advisory Group LLC 0.05% No change 2,344 $348K
Optimist Retirement Group LLC 0.18% Add +2.9% 2,342 $348K
Vanguard Capital Wealth Advisors 0.25% Add +20.6% 2,342 $348K
Tucker Asset Management LLC 0.08% Add +25.0% 2,342 $348K
Etfidea, LLC 0.12% No change 2,335 $347K
Providence Wealth Advisors, LLC 0.30% New 2,318 $346K
New Covenant Trust Company, N.A. 0.35% — 2,324 $345K
MTM Investment Management, LLC 0.14% Reduce -39.1% 2,323 $345K
Sentry Investment Management LLC 0.13% Reduce -38.8% 2,323 $345K
GW Henssler & Associates Ltd. 0.02% Add +2.3% 2,317 $344K
360 Financial, Inc. 0.13% No change 2,311 $343K
Traphagen Investment Advisors LLC 0.04% Add +3.9% 2,305 $343K
Strategy Asset Managers LLC 0.07% Add +18.6% 2,285 $340K
Cornell Pochily Investment Advisors, Inc. 0.13% Add +4.9% 2,282 $339K
Petrus Trust Company, LTA 0.03% New 2,277 $338K
Beaton Management Co. Inc. 0.18% No change 2,267 $337K
Franklin Street Advisors Inc. 0.02% Reduce -17.4% 2,257 $336K
LexAurum Advisors, LLC 0.09% Add +30.1% 2,255 $335K
Founders Capital Management 0.23% Reduce -3.0% 2,255 $335K
GeoWealth Management, LLC 0.01% Add +12.6% 2,247 $334K
Montecito Bank & Trust 0.07% Reduce -32.8% 2,244 $334K
Concorde Asset Management, LLC 0.23% New 637 $333K
Financial Management Professionals, Inc. 0.05% Add +12.6% 2,231 $332K
Gradient Investments LLC 0.01% Reduce -97.7% 2,233 $332K
OneAscent Financial Services LLC 0.04% Reduce -23.2% 2,229 $331K
GPS Wealth Strategies Group, LLC 0.05% Reduce -24.9% 2,207 $328K
US Asset Management LLC 0.30% Reduce -1.6% 2,209 $328K
Carmichael Hill & Associates, Inc. 0.13% Add +0.2% 2,202 $327K
Buffington Mohr McNeal 0.06% Add +0.1% 2,200 $327K
Sollinda Capital Management LLC 0.10% Reduce -13.8% 2,195 $326K
Angeles Wealth Management, LLC 0.03% New 2,188 $325K
Chesapeake Asset Management LLC 0.32% Reduce -33.5% 2,180 $324K
First Trust Investment Solutions L.P. 0.06% Add +25.9% 2,180 $324K
Aries Wealth Management 0.10% Reduce -5.2% 2,176 $323K
Hoylecohen, LLC 0.02% Reduce -10.3% 2,174 $323K
Scientech Research LLC 0.17% New 2,170 $323K
Ariston Services Group 0.31% Add +4.5% 2,164 $322K
Eight 31 Financial, LLC 0.20% Reduce -49.6% 2,162 $321K
Covenant Partners, LLC 0.09% Reduce -38.7% 2,156 $320K
Patton Albertson Miller Group, LLC 0.05% Reduce -29.1% 2,152 $320K
Verity Asset Management, Inc. 0.18% Reduce -5.8% 2,140 $318K
Curi Capital, LLC 0.01% Add +23.3% 2,140 $318K
Hancock Whitney Corp. 0.01% Reduce -3.1% 2,135 $317K
Southland Equity Partners LLC 0.09% Add +22.8% 2,125 $316K
Thoroughbred Financial Services, LLC 0.03% Reduce -54.7% 2,117 $314K
CoreFirst Bank & Trust 0.20% No change 2,107 $313K
Lane & Associates LLC 0.20% Add +0.4% 2,106 $313K
Arkos Global Advisors 0.05% New 2,100 $312K
Evoke Wealth, LLC 0.01% New 2,086 $310K
Keel Point, LLC 0.03% Add +24.4% 2,069 $307K
WealthShield Partners, LLC 0.05% Reduce -29.3% 2,068 $307K
Optas, LLC 0.08% Add +10.1% 2,067 $307K
Creekmur Asset Management LLC 0.10% Add +0.2% 2,062 $306K
RIA Advisory Group LLC 0.12% Reduce -88.5% 2,054 $305K
Evexia Wealth LLC 0.13% No change 2,098 $304K
SignalPoint Asset Management, LLC 0.08% No change 2,043 $304K
Atalanta Sosnoff Capital, LLC 0.01% New 2,040 $303K
N.E.W. Advisory Services LLC 0.03% Add +2.7% 2,038 $303K
Aspiriant, LLC 0.01% Add +0.9% 2,031 $302K
Benedict Financial Advisors Inc. 0.08% Reduce -0.8% 2,027 $301K
Equitable Trust Co. 0.02% New 2,026 $301K
Aviso Wealth Management 0.19% Add +24.3% 2,024 $301K
CVA Family Office, LLC 0.05% Reduce -14.8% 2,022 $301K
Cozad Asset Management Inc. 0.03% No change 2,012 $299K
HBW Advisory Services LLC 0.06% No change 1,903 $299K
Bantamac Capital, LLC 0.17% No change 2,010 $299K
Exchange Bank 0.25% Reduce -0.9% 2,009 $299K
Rice Partnership, LLC 0.07% Reduce -0.1% 2,007 $298K
Smithfield Trust Co 0.02% Reduce -1.0% 2,062 $298K
Alera Investment Advisors, LLC 0.04% Reduce -1.2% 2,002 $298K
Oak Asset Management, LLC 0.11% Add +2.6% 2,001 $297K
Caerus Investment Advisors, LLC 0.29% No change 2,000 $297K
Harbor Advisors LLC 0.05% New 2,000 $297K
GenTrust, LLC 0.02% No change 2,000 $297K
Colonial River Investments, LLC 0.17% New 1,999 $297K
FLC Capital Advisors 0.07% Reduce -8.3% 1,997 $297K
Yelin Lapidot Holdings Management Ltd. 0.06% No change 1,995 $297K
Hamilton Capital, LLC 0.02% Add +1.4% 1,994 $296K
Allstate Corp. 0.02% Reduce -10.5% 1,990 $296K
Detalus Advisors, LLC 0.11% Reduce -3.4% 1,989 $296K
Gilman Hill Asset Management, LLC 0.05% No change 1,983 $295K
Red Wave Investments LLC 0.11% Reduce -3.4% 1,983 $295K
Calton & Associates, Inc. 0.14% New 1,983 $295K
SageView Advisory Group, LLC 0.01% Reduce -85.7% 1,723 $294K
Sather Financial Group Inc 0.02% No change 1,979 $294K
Obermeyer Wealth Partners 0.02% Reduce -46.7% 1,979 $294K
Uptick Partners, LLC 0.22% Add +0.2% 1,979 $294K
MBB Public Markets I LLC 0.02% New 1,977 $294K
First American Trust, FSB 0.03% New 1,977 $294K
Retirement Planning Co of New England, Inc. 0.16% Add +30.5% 1,976 $294K
Somerset Trust Co 0.12% Add +10.0% 1,966 $292K
PFS Partners, LLC 0.20% No change 1,964 $292K
Certified Advisory Corp 0.04% Add +1.7% 1,956 $291K
Annis Gardner Whiting Capital Advisors, LLC 0.10% Add +73.6% 1,953 $290K
Cohen & Steers, Inc. 0.00% No change 1,949 $290K
Dumont & Blake Investment Advisors LLC 0.08% Add +0.4% 1,951 $290K
Investment Advisory Services Inc. /TX 0.11% Add +2.0% 1,948 $289K
Dudley Capital Management, LLC 0.17% No change 1,955 $289K
Horan Securities, Inc. 0.14% Reduce -3.3% 1,938 $288K
Northeast Financial Group, Inc. 0.13% No change 1,929 $287K
Alta Advisers Ltd 0.14% No change 1,900 $282K
Texas Capital Bancshares Inc 0.13% Reduce -7.1% 1,899 $282K
Spotlight Asset Group, Inc. 0.20% Reduce -4.8% 1,898 $282K
FSB Premier Wealth Management, Inc. 0.13% Reduce -0.4% 1,896 $282K
TRUE Private Wealth Advisors 0.03% Add +1.8% 1,893 $281K
Catalina Capital Group, LLC 0.12% Add +35.6% 1,890 $281K
Gerber, LLC 0.24% Reduce -5.0% 1,889 $281K
Proficio Capital Partners LLC 0.03% Add +1.9% 1,884 $280K
McIlrath & Eck, LLC 0.04% Reduce -3.1% 1,881 $280K
Alpha Financial Partners LLC 0.25% Add +5.0% 1,881 $280K
Plancorp, LLC 0.01% Add +9.9% 1,881 $280K
Leavell Investment Management, Inc. 0.02% Add +0.5% 1,880 $279K
Fulcrum Equity Management 0.33% Add +3.7% 1,870 $278K
Bridges Investment Management Inc. 0.01% Reduce -29.0% 1,869 $278K
Sittner & Nelson, LLC 0.14% Add +3.3% 1,866 $277K
Sapient Capital LLC 0.01% Reduce -6.5% 1,864 $277K
Cambridge Trust Co. 0.01% Reduce -22.4% 1,863 $277K
Herold Advisors, Inc. 0.07% Reduce -65.9% 1,859 $276K
Coastline Trust Co 0.03% Reduce -21.4% 1,858 $276K
Schrum Private Wealth Management LLC 0.25% Add +16.0% 1,855 $276K
Mission Creek Capital Partners, Inc. 0.07% Add +11.8% 1,852 $275K
First Dallas Securities Inc. 0.13% Reduce -53.0% 1,853 $275K
CYBER HORNET ETFs LLC 0.33% Reduce -2.7% 1,861 $275K
First City Capital Management, Inc. 0.15% Reduce -3.5% 1,848 $275K
Platte River Wealth Advisors, LLC 0.08% No change 1,835 $273K
Woodward Diversified Capital, LLC 0.17% Add +6.5% 1,814 $270K
Capital Insight Partners, LLC 0.05% Reduce -62.5% 1,810 $269K
Lodestone Wealth Management LLC 0.14% Add +3.4% 1,802 $268K
Sound Income Strategies, LLC 0.02% Reduce -5.9% 1,801 $268K
Sonora Investment Management Group, LLC 0.02% New 1,798 $267K
Wintrust Investments LLC 0.02% Add +28.8% 1,795 $267K
Centurion Wealth Management LLC 0.10% Add +7.4% 1,791 $266K
Pasadena Private Wealth, LLC 0.06% New 1,790 $266K
Coordinated Financial Services, Inc. 0.24% — 1,787 $266K
Gimbal Financial 0.22% No change 1,785 $265K
Copperwynd Financial, LLC 0.10% Add +1.0% 1,784 $265K
Latitude Advisors, LLC 0.16% Add +9.8% 1,772 $263K
Accel Wealth Management 0.11% Add +10.3% 1,771 $263K
FinTrust Capital Advisors, LLC 0.05% Add +29.6% 1,771 $263K
Rise Advisors, LLC 0.14% Add +14.2% 1,767 $263K
Marshall Financial Group, LLC 0.08% Reduce -0.7% 1,764 $262K
Silver Coast Investments LLC 0.11% New 1,757 $261K
Perennial Investment Advisors, LLC 0.04% Reduce -13.7% 1,753 $260K
Vest Financial, LLC 0.01% New 1,746 $259K
MA Private Wealth 0.05% Add +0.5% 1,740 $259K
Tanglewood Legacy Advisors, LLC 0.13% No change 1,734 $258K
Bray Capital Advisors 0.07% Add +0.5% 1,730 $257K
Patten Group, Inc. 0.06% Reduce -28.1% 1,728 $257K
Greenfield Savings Bank 0.13% New 1,725 $256K
O'Keefe Stevens Advisory, Inc. 0.08% New 1,719 $255K
Cypress Asset Management Inc. 0.07% Reduce -89.8% 1,555 $253K
Opus Capital Group, LLC 0.04% Reduce -11.5% 1,701 $253K
FourThought Financial Partners, LLC 0.03% Add +18.4% 1,693 $252K
Peak Planning Group, LLC 0.16% Add +0.1% 1,690 $251K
Forza Wealth Management, LLC 0.13% No change 1,683 $250K
Sierra Summit Advisors LLC 0.07% Add +1.3% 1,680 $250K
Titleist Asset Management, LLC 0.04% Add +5.1% 1,678 $249K
Legacy Bridge, LLC 0.15% Reduce -8.9% 1,675 $249K
Crewe Advisors LLC 0.03% New 1,675 $249K
Castleview Partners, LLC 0.14% Reduce -4.3% 1,671 $248K
Tandem Investment Advisors, Inc. 0.01% New 1,666 $248K
Aspire Capital Advisors LLC 0.08% Reduce -3.0% 1,664 $247K
LBMC Investment Advisors, LLC 0.02% Add +0.9% 1,664 $247K
Integrity Wealth Solutions LLC 0.16% No change 1,660 $247K
180 Wealth Advisors, LLC 0.04% Add +8.3% 1,657 $246K
Silvia McColl Wealth Management, LLC 0.21% Add +8.7% 1,669 $246K
Beacon Capital Management, LLC 0.05% Add +48.4% 1,652 $246K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -53.8% 1,652 $246K
St Germain D J Co. Inc. 0.01% Add +1.5% 1,651 $245K
WealthCare Investment Partners, LLC 0.12% New 1,641 $244K
WealthPLAN Partners, LLC 0.03% Reduce -2.0% 1,635 $243K
Cahaba Wealth Management, Inc. 0.02% Reduce -7.0% 1,635 $243K
Braun-Bostich & Associates Inc. 0.20% Add +0.7% 1,634 $243K
Bulltick Wealth Management, LLC 0.05% New 1,633 $243K
Quotient Wealth Partners, LLC 0.01% New 1,633 $243K
Angeles Investment Advisors, LLC 0.01% New 1,628 $242K
Sfmg, LLC 0.02% Add +0.1% 1,623 $241K
Fulcrum Capital LLC 0.06% Add +17.3% 1,622 $241K
First Heartland Consultants, Inc. 0.03% Add +5.4% 1,619 $241K
Granite FO LLC 0.14% Add +2069.0% 1,887 $240K
Lester Murray Antman dba SimplyRich 0.08% No change 1,614 $240K
Integral Investment Advisors, Inc. 0.10% New 1,628 $240K
Ridgecrest Wealth Partners, LLC 0.14% No change 1,602 $238K
Vestor Capital, LLC 0.02% Reduce -2.3% 1,604 $238K
Barlow Wealth Partners, LLC 0.03% No change 1,638 $237K
Kathmere Capital Management, LLC 0.03% Reduce -0.8% 1,595 $237K
Staley Capital Advisers Inc. 0.01% No change 1,590 $236K
Boltwood Capital Management 0.07% No change 1,585 $236K
TNF LLC 0.09% Reduce -8.8% 1,606 $235K
West Bancorporation Inc. 0.15% Reduce -18.8% 1,581 $235K
Journey Advisory Group, LLC 0.03% Add +10.6% 1,574 $234K
M. Kraus & Co 0.07% Reduce -3.7% 1,574 $234K
Security National Bank of So Dak 0.14% Reduce -1.3% 1,571 $233K
Austin Private Wealth, LLC 0.03% New 1,533 $233K
MN Wealth Advisors, LLC 0.14% Add +0.6% 1,568 $233K
Creative Financial Designs Inc. 0.02% Reduce -0.9% 1,568 $233K
Sage Rhino Capital LLC 0.05% Add +3.0% 1,566 $233K
Richwood Investment Advisors, LLC 0.21% Reduce -7.1% 1,565 $233K
Broadwater Capital Management LLC 0.18% No change 1,565 $233K
Wellington Shields Capital Management, LLC 0.04% No change 1,562 $232K
Heartland Bank & Trust Co 0.13% New 1,559 $232K
Pacific Sage Partners, LLC 0.06% Add +0.1% 1,552 $231K
HFG Advisors, Inc. 0.20% Reduce -6.9% 1,547 $230K
Grant/GrossMendelsohn, LLC 0.11% No change 1,527 $230K
First Financial Bankshares Inc 0.01% New 1,546 $230K
Stuart Chaussee & Associates, Inc. 0.07% Reduce -38.2% 1,537 $228K
Kercheville Advisors, LLC 0.11% No change 1,537 $228K
Balboa Wealth Partners 0.07% Add +3.2% 1,535 $228K
DRW Securities, LLC 0.01% Reduce -43.6% 1,532 $228K
NovaPoint Capital, LLC 0.08% Add +0.4% 1,530 $227K
Berger Financial Group, Inc 0.02% New 1,524 $227K
Encompass More Asset Management 0.19% New 1,521 $226K
Journey Strategic Wealth LLC 0.01% Add +13.1% 1,515 $225K
JGP Wealth Management, LLC 0.03% New 1,510 $224K
Revisor Wealth Management LLC 0.10% New 1,466 $224K
Oarsman Capital, Inc. 0.05% New 1,509 $224K
Legacy Financial Group LLC 0.05% New 1,507 $224K
Ellenbecker Investment Group 0.05% New 1,505 $224K
Avity Investment Management Inc. 0.02% No change 1,504 $224K
Rbo & Co. LLC 0.04% No change 1,500 $223K
Foster Victor Wealth Advisors, LLC 0.02% Reduce -94.9% 1,495 $223K
Tower Wealth Partners, Inc. 0.14% Add +2.6% 1,492 $222K
Quantum Financial Advisors, LLC 0.04% Add +12.1% 1,491 $222K
Richard C. Young & CO., LTD. 0.03% Reduce -98.2% 1,490 $222K
Bank of Nova Scotia Trust Co. 0.02% Reduce -32.0% 1,490 $221K
Seeds Investor LLC 0.20% New 1,490 $221K
Wedge Capital Management L L P 0.00% Add +4.2% 1,484 $221K
Wealth Management Associates, Inc. 0.10% Reduce -13.6% 1,609 $220K
Members Capital Advisors Inc. 0.62% No change 1,481 $220K
Arax Advisory Partners 0.02% Add +1.1% 1,477 $220K
Arcataur Capital Management LLC 0.08% No change 1,473 $219K
Key Client Fiduciary Advisors, LLC 0.12% Reduce -12.7% 1,473 $219K
Advus Financial Partners, LLC 0.07% Reduce -12.1% 1,469 $218K
Hudock, Inc. 0.05% Add +10.1% 1,467 $218K
LifePro Asset Management 0.14% New 1,466 $218K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 1,466 $218K
WBH Advisory Inc. 0.02% New 1,465 $218K
Norwood Financial Corp 0.31% Add +179.4% 1,453 $216K
Obsidian Personal Planning Solutions LLC 0.14% Add +2.0% 1,462 $216K
Invictus Private Wealth, LLC 0.02% Reduce -4.0% 1,450 $216K
Beaumont Financial Advisors, LLC 0.02% New 1,448 $215K
Hall Laurie J Trustee 0.08% Reduce -4.0% 1,450 $215K
Bedel Financial Consulting, Inc. 0.03% Reduce -1.4% 1,442 $214K
Harvey Investment Co. LLC 0.02% No change 1,438 $214K
Arrow Financial Corp 0.02% Reduce -1.9% 1,436 $213K
Drake & Associates, LLC 0.08% Reduce -21.9% 1,428 $212K
O'ROURKE & COMPANY, Inc 0.12% Reduce -16.1% 1,423 $212K
Diversified, LLC 0.03% Add +0.8% 1,421 $211K
EPG Wealth Management LLC 0.05% Add +0.3% 1,416 $211K
Sargent Investment Group, LLC 0.05% Reduce -41.1% 1,416 $210K
Riverwater Partners LLC 0.15% New 1,414 $210K
Quadrant Private Wealth Management, LLC 0.05% No change 1,408 $209K
Clark Asset Management, LLC 0.06% Reduce -6.6% 1,406 $209K
Wallace Advisory Group, LLC 0.16% Reduce -56.8% 1,329 $209K
Embree Financial Group 0.04% Reduce -3.2% 1,406 $209K
Moody Aldrich Partners LLC 0.04% New 1,405 $209K
Level Financial Advisors 0.09% No change 1,400 $208K
HFR Wealth Management, LLC 0.05% Reduce -12.5% 1,400 $208K
Fort Sheridan Advisors LLC 0.04% No change 1,400 $208K
German American Bancorp, Inc. 0.03% No change 1,400 $208K
Payden & Rygel Investment Group 0.01% — 1,400 $208K
Payden & Rygel 0.01% No change 1,400 $208K
Quent Capital, LLC 0.02% Add +10.2% 1,396 $208K
CIC Wealth, LLC 0.06% Reduce -5.0% 1,393 $207K
Ransom Advisory, Ltd 0.11% — 1,387 $206K
Trust Co of Kansas 0.11% No change 1,385 $206K
Greenwood Capital Associates LLC 0.03% Add +0.9% 1,382 $205K
Trinity Financial Advisors LLC 0.09% Reduce -4.7% 1,377 $205K
Bluesphere Advisors LLC 0.11% Reduce -0.5% 1,374 $204K
Charles Schwab Trust Co 0.02% Add +0.1% 1,371 $204K
Salomon & Ludwin, LLC 0.02% Reduce -18.0% 1,366 $203K
Inscription Capital, LLC 0.03% New 1,360 $202K
Oracle Alpha Inc. 0.36% Reduce -48.0% 1,358 $202K
Fort, L.P. 0.51% Reduce -17.1% 1,354 $201K
Regents of the University of California 0.06% No change 1,350 $201K
Invenio Wealth Partners LLC 0.11% New 1,349 $201K
Abel Hall, LLC 0.15% New 1,346 $200K
Pinnacle Bancorp, Inc. 0.06% No change 1,330 $198K
DT Investment Partners, LLC 0.02% Reduce -82.1% 1,318 $196K
HHM Wealth Advisors, LLC 0.03% No change 1,313 $195K
Bruce G. Allen Investments, LLC 0.16% Add +8.2% 1,305 $194K
Rosenberg Matthew Hamilton 0.05% Reduce -2.5% 1,270 $187K
Glass Jacobson Investment Advisors llc 0.07% No change 1,255 $187K
Headlands Technologies LLC 0.04% New 1,240 $184K
Sugarloaf Wealth Management, LLC 0.04% No change 1,228 $183K
Stephens Investment Management Group LLC 0.00% No change 1,203 $179K
Addison Advisors LLC 0.06% Add +4.3% 1,201 $179K
Trust Co 0.02% No change 1,199 $178K
U S Global Investors Inc. 0.01% Add +28.2% 1,195 $178K
Register Financial Advisors LLC 0.09% Reduce -54.3% 1,192 $177K
Clearstead Trust, LLC 0.05% Add +2.3% 1,185 $176K
Bellevue Asset Management, LLC 0.10% Reduce -13.5% 1,156 $172K
First PREMIER Bank 0.04% Add +2.3% 1,144 $170K
AdvisorNet Financial, Inc 0.02% Add +3.8% 1,139 $169K
Union Savings Bank 0.09% Add +9.6% 1,137 $169K
Mascoma Wealth Management LLC 0.05% Reduce -46.0% 1,123 $167K
Covestor Ltd 0.11% Add +13.9% 1,119 $166K
Opal Wealth Advisors, LLC 0.06% New 1,111 $165K
Capital Advisors, Ltd. LLC 0.02% Reduce -4.4% 1,112 $165K
Mark Sheptoff Financial Planning, LLC 0.09% No change 1,050 $156K
Plante Moran Financial Advisors, LLC 0.02% Reduce -13.7% 1,050 $156K
Credential Qtrade Securities Inc. 0.01% Reduce -80.8% 1,020 $152K
American Capital Advisory, LLC 0.13% No change 774 $150K
Hazlett, Burt & Watson, Inc. 0.09% Reduce -9.4% 1,014 $150K
Pacific Capital Wealth Advisors, Inc. 0.04% No change 1,007 $150K
Abich Financial Wealth Management LLC 0.11% New 1,000 $149K
Key Financial Inc 0.04% No change 977 $145K
Asset Dedication, LLC 0.01% Reduce -2.7% 983 $145K
MV Capital Management, Inc. 0.02% Add +8.6% 969 $144K
CarsonAllaria Wealth Management, Ltd. 0.09% Add +23.3% 968 $144K
EntryPoint Capital, LLC 0.13% Add +251.5% 963 $143K
Davis Capital Management 0.13% No change 960 $142K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -99.5% 942 $140K
CNB Bank 0.07% Reduce -9.5% 920 $137K
Institutional & Family Asset Management, LLC 0.02% Add +18.1% 920 $137K
MilWealth Group LLC 0.04% No change 917 $136K
West Branch Capital LLC 0.05% Reduce -22.2% 909 $135K
Global Assets Advisory, LLC 0.08% New 913 $135K
Edmond DE Rothschild Holding S.A. 0.00% No change 900 $134K
LifeSteps Financial, Inc. 0.10% New 881 $131K
IAG Wealth Partners, LLC 0.03% Add +36.6% 874 $130K
Westside Investment Management, Inc. 0.03% Reduce -6.7% 856 $127K
Toth Financial Advisory Corp. 0.02% Reduce -1.6% 854 $127K
MCF Advisors LLC 0.01% Add +3.7% 847 $126K
First Pacific Financial 0.04% Add +0.5% 844 $125K
General Partner, Inc. 0.08% Add +35.1% 842 $125K
Natixis 0.00% New 817 $121K
Optiver Holding B.V. 0.00% New 794 $118K
Webster Bank, N. A. 0.01% Add +0.6% 788 $117K
MeadowBrook Investment Advisors LLC 0.11% Reduce -4.9% 769 $114K
BKM Wealth Management, LLC 0.05% Add +21.6% 761 $113K
First Command Advisory Services, Inc. 0.00% Add +15.8% 753 $112K
Future Financial Wealth Managment LLC 0.09% New 745 $111K
Mine & Arao Wealth Creation & Management, LLC. 0.05% Add +1.0% 714 $106K
Operose Advisors LLC 0.03% Add +5.7% 682 $101K
Janiczek Wealth Management, LLC 0.02% Reduce -4.4% 679 $101K
Baldwin Wealth Partners LLC 0.01% Add +3.9% 673 $100K
Rational Advisors, Inc. 0.01% Reduce -16.2% 669 $99K
Eagle Bay Advisors LLC 0.06% Reduce -4.0% 663 $99K
Global Financial Private Client, LLC 0.04% Reduce -27.3% 661 $98K
Monetary Management Group Inc. 0.03% Reduce -5.1% 646 $96K
Wetzel Investment Advisors, Inc. 0.05% Add +17.2% 647 $92K
Avalon Trust Co 0.01% No change 603 $90K
Pinnacle Holdings, LLC 0.04% Reduce -31.1% 595 $88K
TFC Financial Management, Inc. 0.01% Add +0.7% 554 $82K
Chilton Capital Management LLC 0.00% Reduce -49.0% 541 $80K
Atticus Wealth Management, LLC 0.03% Add +0.2% 536 $80K
Canton Hathaway, LLC 0.02% No change 530 $79K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 530 $79K
Core Wealth Advisors, Inc. 0.03% Add +4.0% 515 $77K
Tsfg, LLC 0.02% Add +0.2% 514 $76K
RFP Financial Group LLC 0.03% Reduce -42.7% 502 $75K
Cassady Schiller Wealth Management, LLC 0.03% Reduce -17.1% 484 $72K
SJS Investment Consulting Inc. 0.01% Add +5.8% 475 $71K
Beaird Harris Wealth Management, LLC 0.01% No change 455 $68K
JNBA Financial Advisors 0.01% Reduce -22.8% 454 $68K
M&R Capital Management Inc. 0.02% Add +80.2% 447 $66K
Householder Group Estate & Retirement Specialist, LLC 0.02% Reduce -7.1% 445 $66K
NFSG Corp 0.03% Reduce -64.8% 445 $66K
Tyler-Stone Wealth Management 0.03% Reduce -7.0% 442 $66K
Y.D. More Investments Ltd 0.01% Reduce -12.9% 440 $65K
Pacific Center for Financial Services 0.02% Add +2.4% 428 $64K
Arlington Trust Co LLC 0.02% Reduce -20.9% 428 $64K
Essex Investment Management Co. LLC 0.01% No change 404 $60K
Valued Wealth Advisors LLC 0.04% Add +13.9% 401 $60K
Family CFO Inc 0.04% No change 400 $59K
First Personal Financial Services 0.01% No change 396 $59K
Macroview Investment Management LLC 0.06% No change 384 $57K
Carolinas Wealth Consulting LLC 0.01% Add +2.5% 371 $55K
Voisard Asset Management Group, Inc. 0.03% Reduce -9.2% 366 $54K
Mendota Financial Group, LLC 0.03% Reduce -34.2% 365 $54K
Tacita Capital Inc 0.04% No change 365 $54K
RE Dickinson Investment Advisors, LLC 0.03% Reduce -2.9% 365 $54K
LRI Investments, LLC 0.01% — 362 $54K
FSA Wealth Management LLC 0.02% No change 355 $53K
Exchange Traded Concepts, LLC 0.00% Reduce -99.3% 346 $51K
Cedar Wealth Management, LLC 0.02% New 344 $51K
Dynamic Wealth Strategies, LLC 0.04% No change 343 $51K
Private Ocean, LLC 0.01% Add +8.3% 340 $51K
Wiser Advisor Group LLC 0.08% Add +0.6% 338 $50K
Game Plan Financial Advisors, LLC 0.03% Reduce -30.9% 336 $50K
Pingora Partners LLC 0.04% Add +148.2% 335 $50K
TFO Wealth Partners, LLC 0.01% No change 333 $49K
ORG Partners LLC 0.09% Reduce -87.2% 331 $49K
Northwest Capital Management Inc 0.02% Add +0.3% 328 $49K
Hilltop National Bank 0.02% — 321 $48K
Blume Capital Management, Inc. 0.01% Reduce -7.3% 320 $48K
Gen-Wealth Partners Inc 0.02% — 316 $47K
Raffa Wealth Management, LLC 0.01% No change 316 $47K
Wolff Wiese Magana LLC 0.04% Add +1.3% 303 $45K
Financial Perspectives, Inc 0.02% No change 293 $44K
Morton Brown Family Wealth, LLC 0.02% Reduce -2.7% 292 $43K
Dunhill Financial, LLC 0.03% Add +4.4% 284 $42K
Balefire, LLC 0.01% Add +6.0% 267 $40K
Gould Capital, LLC 0.03% No change 266 $40K
REAP Financial Group, LLC 0.01% Reduce -54.5% 260 $39K
Frank, Rimerman Advisors LLC 0.01% Reduce -34.7% 258 $38K
Criterion Capital Advisors, LLC 0.03% Reduce -4.9% 253 $38K
Abound Wealth Management 0.01% Reduce -18.9% 249 $37K
Financial Synergies Wealth Advisors, Inc. 0.00% Add +1933.3% 244 $36K
Horizon Bancorp Inc. 0.02% Reduce -4.7% 241 $36K
GW&K Investment Management, LLC 0.00% No change 244 $36K
Jackson, Grant Investment Advisers, Inc. 0.01% Reduce -14.8% 237 $35K
Kelly Financial Services LLC 0.01% Add +4.6% 228 $34K
Pacifica Partners Inc. 0.01% Reduce -44.2% 215 $34K
Stephens Consulting, LLC 0.01% Add +869.6% 223 $33K
Front Row Advisors LLC 0.01% Add +5.2% 221 $33K
HBC Financial Services, PLLC 0.02% Add +0.5% 218 $31K
McClarren Financial Advisors, Inc. 0.02% New 200 $30K
WealthCollab, LLC 0.02% Reduce -5.6% 201 $30K
Piscataqua Savings Bank 0.03% Reduce -8.3% 200 $30K
Security National Bank 0.00% No change 200 $30K
Guardian Wealth Management, Inc. 0.02% Add +1.0% 195 $29K
Cornerstone Planning Group LLC 0.01% Reduce -3.9% 196 $29K
Moisand Fitzgerald Tamayo, LLC 0.00% Reduce -34.5% 190 $28K
Avion Wealth 0.01% Add +175.0% 187 $28K
First Financial Corp. 0.01% Reduce -44.9% 184 $27K
Joseph Group Capital Management 0.01% No change 180 $27K
Planning Capital Management Corp 0.02% Add +9.3% 177 $26K
Ofi Invest Asset Management 0.00% Add +14.4% 191 $26K
Winch Advisory Services, LLC 0.01% Add +0.6% 168 $25K
GoalVest Advisory LLC 0.01% Reduce -23.0% 167 $25K
Oliver Lagore Vanvalin Investment Group 0.01% Add +213.2% 166 $25K
Bell Investment Advisors, Inc 0.00% Add +5.1% 165 $25K
Mma Asset Management LLC 0.01% New 161 $24K
WR Wealth Planners, LLC 0.01% New 157 $23K
Red Tortoise LLC 0.01% New 156 $23K
Retirement Group, LLC 0.01% Add +183.6% 156 $23K
PrairieView Partners, LLC 0.00% No change 150 $23K
FNY Investment Advisers, LLC 0.01% New 150 $22K
Coston, McIsaac & Partners 0.01% No change 146 $21K
Hanson & Doremus Investment Management 0.00% Reduce -71.2% 138 $21K
Private Wealth Management Group, LLC 0.01% Add +14.9% 139 $21K
Tidemark, LLC 0.01% Add +0.8% 135 $20K
Foster Dykema Cabot & Partners, LLC 0.00% Add +2500.0% 130 $19K
First Community Trust NA 0.02% No change 129 $19K
DB Fitzpatrick & Co, Inc 0.02% No change 129 $19K
Main Street Group, LTD 0.01% Add +11.2% 129 $19K
Financial Freedom, LLC 0.01% No change 125 $19K
Centennial Bank 0.01% Reduce -18.9% 124 $18K
Transcendent Capital Group LLC 0.01% Reduce -88.5% 122 $18K
Caitlin John, LLC 0.01% Reduce -8.7% 115 $17K
Spectrum Wealth Counsel, LLC 0.00% No change 113 $17K
Thompson Investment Management, Inc. 0.00% No change 109 $16K
CBIZ Investment Advisory Services, LLC 0.00% New 108 $16K
Pin Oak Investment Advisors Inc. 0.02% No change 110 $16K
Meeder Asset Management Inc. 0.00% New 106 $16K
AllSquare Wealth Management LLC 0.01% No change 104 $15K
Pineridge Advisors LLC 0.01% Reduce -48.2% 103 $15K
Richardson Capital Management LLC 0.01% New 100 $15K
Investment Research & Advisory Group, Inc. 0.01% Reduce -98.5% 100 $15K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 100 $15K
Quarry LP 0.01% Reduce -81.3% 97 $14K
Evolution Advisers, Inc. 0.01% No change 89 $14K
Partnership Wealth Management, LLC 0.01% No change 92 $14K
Tortoise Investment Management, LLC 0.00% Add +12.2% 92 $14K
Ruedi Wealth Management, Inc. 0.01% New 90 $13K
Louisbourg Investments Inc. 0.00% Reduce -88.6% 90 $13K
Burkett Financial Services, LLC 0.01% Add +1.1% 88 $13K
Gables Capital Management Inc. 0.01% No change 86 $13K
Provenance Wealth Advisors, LLC 0.00% Add +18.3% 84 $12K
BOK Financial Private Wealth, Inc. 0.00% New 83 $12K
Cedar Mountain Advisors, LLC 0.00% Add +25.8% 83 $12K
Citizens National Bank Trust Department 0.00% No change 80 $12K
Moser Wealth Advisors, LLC 0.01% No change 79 $12K
Signature Resources Capital Management, LLC 0.01% No change 74 $12K
Eukles Asset Management 0.00% No change 73 $11K
FSC Wealth Advisors, LLC 0.01% Reduce -1.4% 70 $10K
True Wealth Design, LLC 0.00% Add +15.8% 66 $10K
IFS Advisors, LLC 0.01% No change 65 $10K
Aspect Partners, LLC 0.01% Add +3.3% 62 $9K
Centerpoint Advisors, LLC 0.00% No change 60 $9K
Dakota Community Bank & Trust NA 0.05% No change 60 $9K
Highline Wealth Partners LLC 0.00% No change 57 $9K
HighMark Wealth Management LLC 0.01% No change 54 $8K
Pension & Wealth Management Advisors, Inc. 0.01% Reduce -84.8% 53 $8K
Financial Gravity Asset Management, Inc. 0.00% Reduce -92.0% 52 $8K
CGC Financial Services, LLC 0.00% Reduce -65.5% 50 $7K
Nordwand Advisors, LLC 0.00% Add +11.1% 50 $7K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 50 $7K
Carolina Wealth Advisors, LLC 0.00% No change 50 $7K
Cutler Group LLC / CA 0.00% New 50 $7K
Clear Point Advisors Inc. 0.01% No change 45 $7K
Hoey Investments, Inc. 0.00% No change 45 $7K
DiNuzzo Private Wealth, Inc. 0.00% Add +9.8% 45 $7K
Redmont Wealth Advisors LLC 0.01% New 43 $6K
Sanctuary Wealth Management, L.L.C. 0.01% No change 42 $6K
Estabrook Capital Management 0.00% No change 40 $6K
Legend Financial Advisors, Inc. 0.00% No change 38 $6K
Tributary Capital Management, LLC 0.00% New 37 $5K
Lam Group, Inc. 0.00% No change 34 $5K
Iron Horse Wealth Management, LLC 0.00% Add +181.8% 31 $5K
Atlas Capital Advisors Inc. 0.00% No change 31 $5K
Newton One Investments LLC 0.00% No change 30 $4K
Westend Capital Management, LLC 0.00% — 29 $4K
PSI Advisors, LLC 0.00% No change 28 $4K
Marquette Asset Management, LLC 0.00% No change 28 $4K
Howard Capital Management Group, LLC 0.00% No change 28 $4K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -55.7% 27 $4K
Activest Wealth Management 0.00% No change 27 $4K
Delos Wealth Advisors, LLC 0.00% Add +420.0% 26 $4K
Hoese & Co LLP 0.00% No change 26 $4K
Custom Portfolio Group LLC 0.00% No change 25 $4K
Mb, Levis & Associates, LLC 0.00% No change 25 $4K
Lowe Wealth Advisors, LLC 0.00% No change 25 $4K
Trifecta Capital Advisors, LLC 0.00% No change 25 $4K
Atlantic Private Wealth, LLC 0.00% Add +4.2% 25 $4K
New England Capital Financial Advisors LLC 0.00% No change 24 $4K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 21 $3K
Atwood & Palmer Inc. 0.00% Reduce -61.5% 20 $3K
PFG Private Wealth Management, LLC 0.00% Reduce -10.5% 17 $3K
Global Wealth Strategies & Associates 0.00% No change 17 $3K
Orion Capital Management LLC 0.00% No change 14 $2K
Kozak & Associates, Inc. 0.00% No change 11 $2K
Rakuten Securities, Inc. 0.00% Reduce -98.1% 10 $1K
Fairman Group, LLC 0.00% No change 6 $892
Frazier Financial Advisors, LLC 0.00% No change 6 $892
State of Wyoming 0.00% Reduce -99.0% 6 $892
Cherry Tree Wealth Management, LLC 0.00% No change 3 $446
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 2 $350
Belmont Capital, LLC 0.00% No change 1 $186

"% of holder's portfolio" is UPS's weight in each manager's 13F, not the share of United Parcel Service Class B the manager owns.