United Parcel Service Class BUPS

13F holders, Q2 2024 (June 30)
2,177holders −38
123new positions
159sold out
11famous investors
$136.92avg. 13F price*

At the end of Q2 2024, 2,177 institutions reported holding United Parcel Service Class B (UPS) in their 13F filings, down 38 from Q1 2024. 123 opened new positions and 159 sold out. The largest holders were Vanguard Group Inc. ($8.8B), BlackRock Inc. ($7.6B) and State Street Corp. ($4.0B). 11 famous investors held it, including David Tepper (1.3% of Appaloosa's portfolio), Paul Tudor Jones (0.4% of Tudor Investment Corporation's portfolio) and Bill Gates / Michael Larson (0.2% of Gates Foundation Trust'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 → Q2 2024

InstitutionsTotal Value
New Positions123$400.3M
Exits159$461.2M

All 13F filers, Q1 2024 → Q2 2024: 30,210,626 shares bought and 23,692,446 shares sold, net +6,518,180 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,177 holders

Vanguard Group Inc. 0.17% Add +0.8% 63,948,287 $8.8B
BlackRock Inc. 0.17% Add +1.7% 55,367,533 $7.6B
State Street Corp. 0.17% Reduce -0.1% 28,984,016 $4.0B
JPMorgan Chase & Co. 0.28% Reduce -8.4% 23,743,980 $3.2B
Charles Schwab Investment Management Inc. 0.54% Add +7.9% 20,606,686 $2.8B
Wellington Management Group LLP 0.47% Add +1.1% 19,138,065 $2.6B
Geode Capital Management, LLC 0.18% Add +2.0% 14,916,422 $2.0B
Bank of America Corp. 0.17% Reduce -8.4% 12,613,277 $1.7B
Franklin Resources Inc. 0.45% Add +4.9% 10,520,136 $1.4B
FMR LLC 0.09% Reduce -0.3% 10,247,321 $1.4B
Norges Bank 0.17% Add +8.8% 8,166,089 $1.1B
Morgan Stanley 0.08% Add +1.3% 7,260,064 $993.5M
Northern Trust Corp. 0.17% Reduce -3.8% 7,167,098 $980.8M
Goldman Sachs Group Inc. 0.19% Add +28.1% 7,086,911 $969.8M
UBS Group AG 0.28% Add +7.1% 6,646,749 $909.6M
Bank of New York Mellon Corp 0.17% Add +0.3% 6,490,712 $888.3M
Ameriprise Financial Inc. 0.23% Reduce -37.9% 6,249,416 $855.2M
Wells Fargo & Company 0.22% Reduce -14.4% 6,133,527 $839.4M
Invesco Ltd. 0.17% Reduce -6.1% 5,945,382 $813.6M
T. Rowe Price Associates Inc. 0.08% Add +19.2% 4,903,340 $671.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.17% Add +20.3% 4,346,495 $594.8M
Legal & General Group Plc 0.16% Reduce -6.5% 4,218,787 $577.3M
Amundi 0.22% Add +76.0% 4,204,440 $570.2M
American Century Companies Inc. 0.35% Add +10.5% 4,144,372 $567.2M
Nuveen Asset Management, LLC 0.15% Add +3.2% 3,866,784 $529.2M
Dimensional Fund Advisors LP 0.13% Reduce -2.0% 3,605,358 $493.4M
Clearbridge Investments, LLC 0.36% Reduce -51.1% 3,262,718 $446.5M
Capital World Investors 0.07% Reduce -0.0% 3,010,785 $412.0M
Primecap Management Co. 0.29% Reduce -0.3% 2,893,315 $396.0M
Raymond James & Associates 0.25% Reduce -5.2% 2,755,110 $377.0M
Royal Bank of Canada 0.09% Add +1.1% 2,710,247 $370.9M
Marshall Wace, LLP 0.50% Add +284.8% 2,569,831 $351.7M
California Public Employees Retirement System 0.25% Add +16.2% 2,528,087 $346.0M
Deutsche Bank AG 0.15% Add +2.3% 2,365,371 $323.7M
Swiss National Bank 0.20% Reduce -0.5% 2,155,000 $294.9M
Envestnet Asset Management Inc. 0.09% Reduce -6.9% 1,878,417 $257.1M
Nordea Investment Management AB 0.30% Add +77.3% 1,865,893 $254.9M
Barclays PLC 0.11% Reduce -3.8% 1,809,819 $247.7M
Bank of Montreal 0.07% Add +30.6% 1,331,160 $241.0M
Federated Hermes, Inc. 0.56% Reduce -6.5% 1,740,741 $238.2M
Sumitomo Mitsui Trust Group, Inc. 0.18% Reduce -2.0% 1,738,065 $237.9M
FineMark National Bank & Trust 8.71% Reduce -0.4% 1,726,271 $236.2M
BNP Paribas Financial Markets 0.24% Add +192.0% 1,621,894 $222.0M
HSBC Holdings PLC 0.14% Add +5.5% 1,612,217 $220.6M
First Trust Advisors LP 0.22% Reduce -8.8% 1,579,014 $216.1M
Stifel Financial Corp. 0.23% Reduce -0.6% 1,514,316 $207.3M
London Co. of Virginia 1.12% Reduce -6.6% 1,461,837 $200.1M
Rhumbline Advisers 0.18% Add +1.1% 1,401,844 $191.8M
Thrivent Financial for Lutherans 0.38% Add +5.0% 1,379,369 $188.8M
PNC Financial Services Group, Inc. 0.12% Reduce -0.5% 1,359,571 $186.1M
LPL Financial LLC 0.09% Add +7.0% 1,259,705 $172.4M
Capital International Investors 0.03% Add +25.4% 1,201,898 $164.5M
Massachusetts Financial Services Co. 0.05% Reduce -16.0% 1,185,950 $162.3M
National Pension Service 0.18% Add +1.5% 1,161,421 $158.9M
California State Teachers Retirement System 0.19% Add +0.1% 1,155,207 $158.1M
Qube Research & Technologies Ltd 0.28% Add +1475.5% 1,121,323 $153.5M
HighTower Advisors, LLC 0.24% Reduce -4.8% 1,120,192 $153.3M
Spirepoint Private Client, LLC 20.99% Add +0.0% 1,081,937 $148.1M
Focus Partners Wealth 0.48% Add +458.5% 1,045,830 $143.1M
Truist Financial Corp. 0.22% Reduce -6.0% 1,036,669 $141.9M
Alliancebernstein L.P. 0.05% Add +6.5% 1,030,016 $141.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.16% Add +12.6% 979,717 $134.1M
New York State Common Retirement Fund 0.17% Reduce -0.2% 959,032 $131.2M
Merit Financial Group, LLC 2.68% Reduce -1.6% 886,531 $121.3M
Cullen Capital Management, LLC 1.38% Reduce -10.0% 877,171 $120.0M
Clifford Swan Investment Counsel LLC 4.42% Reduce -0.1% 863,980 $118.2M
Citigroup Inc. 0.11% Reduce -29.8% 842,969 $115.4M
Crawford Investment Counsel Inc. 2.17% Add +2.7% 831,116 $113.7M
Principal Financial Group Inc. 0.06% Reduce -7.6% 795,291 $108.8M
Bahl & Gaynor LLC 0.60% Reduce -12.4% 784,797 $107.4M
Accredited Investors Inc. 6.70% Reduce -0.0% 784,749 $107.4M
Haverford Trust Co 1.13% Reduce -27.3% 781,618 $107.0M
US Bancorp \de 0.15% Reduce -0.1% 778,999 $106.6M
Mariner, LLC 0.21% Add +0.7% 773,127 $105.8M
Artisan Partners Limited Partnership 0.16% Add +10.9% 759,177 $103.9M
Gates Foundation Trust 0.22% No change 755,089 $103.3M
Millennium Management 0.09% Reduce -5.4% 754,614 $103.3M
Raymond James Financial Services Advisors, Inc. 0.14% Reduce -0.4% 741,693 $101.5M
CANADA LIFE ASSURANCE Co 0.19% Reduce -8.5% 720,725 $98.7M
Empower Advisory Group, LLC 0.36% Add +6.4% 708,646 $97.0M
Victory Capital Management Inc. 0.10% Add +1.4% 704,133 $96.4M
State Board of Administration of Florida Retirement System 0.19% Reduce -10.7% 701,214 $96.0M
Baird Financial Group, Inc. 0.20% Add +1.0% 700,100 $95.8M
Man Group plc 0.26% Add +671.8% 696,172 $95.3M
New York State Teachers Retirement System 0.20% Reduce -3.6% 695,242 $95.1M
Prudential Financial Inc. 0.14% Add +31.9% 691,232 $94.6M
Baillie Gifford & Co. 0.07% Add +1.5% 657,334 $90.0M
Voya Investment Management LLC 0.10% Reduce -44.3% 650,256 $89.0M
BBR Partners, LLC 7.25% Reduce -0.4% 646,149 $88.4M
Confluence Investment Management LLC 1.27% Reduce -4.6% 642,987 $88.0M
Boston Trust Walden Corp 0.64% Reduce -4.2% 633,473 $86.7M
Citadel Advisors 0.09% Add +416.9% 627,959 $85.9M
Adage Capital Partners Gp, L.L.C. 0.16% Add +3.1% 622,307 $85.2M
Squarepoint Ops LLC 0.31% Add +127.4% 609,967 $83.5M
Appaloosa 1.35% Add +0.8% 605,000 $82.8M
Sarasin & Partners LLP 0.72% Reduce -3.1% 596,510 $81.6M
Janney Montgomery Scott LLC 0.24% Reduce -2.5% 582,396 $79.7M
Bank Julius Baer & Co. Ltd, Zurich 0.30% Add +1.9% 533,444 $78.2M
Manufacturers Life Insurance Company, The 0.07% Add +3.4% 569,357 $77.9M
Two Sigma Investments, LP 0.19% Add +65.0% 567,482 $77.7M
Hamlin Capital Management, LLC 2.21% Reduce -29.3% 548,021 $75.1M
Voloridge Investment Management, LLC 0.28% Add +52.9% 541,059 $74.0M
Coho Partners, Ltd. 2.57% Reduce -24.0% 539,251 $73.8M
M&T Bank Corp 0.25% Reduce -1.6% 536,972 $73.5M
Value Partners Investments Inc. 6.04% Add +19.8% 509,430 $69.7M
Equity Investment Corp. 1.77% Reduce -1.9% 505,392 $69.2M
Corient Private Wealth LP 0.12% Reduce -5.1% 504,936 $69.1M
Commonwealth Equity Services, LLC 0.11% Add +0.9% 504,496 $69.0M
Manchester Capital Management LLC 8.10% Reduce -1.5% 492,226 $67.4M
Macquarie Group Ltd. 0.08% Add +714.5% 482,835 $66.1M
AQR Capital Management 0.10% Add +102.4% 475,418 $65.1M
Maj Invest Holding A/S 1.77% New 464,779 $63.6M
Cerity Partners LLC 0.17% Reduce -7.4% 456,596 $62.5M
Korea Investment CORP 0.16% Reduce -10.6% 450,798 $61.7M
Healthcare of Ontario Pension Plan Trust Fund 0.18% Add +47670.7% 450,000 $61.6M
APG Asset Management N.V. 0.11% Add +14.7% 472,521 $60.3M
J. Safra Sarasin Holding AG 1.08% — 432,020 $59.1M
Mirae Asset Global Investments Co., Ltd. 0.29% Add +17.2% 426,690 $58.0M
Nomura Asset Management Co. Ltd. 0.20% Add +4.0% 422,926 $57.9M
State of Wisconsin Investment Board 0.15% Reduce -1.2% 420,486 $57.5M
Aberdeen Group plc 0.11% Reduce -14.2% 419,502 $57.4M
Capital Fund Management S.A. 0.63% New 405,281 $55.5M
Wealth Enhancement Advisory Services, LLC 0.13% Add +8.5% 401,463 $54.9M
Chevy Chase Trust Holdings, LLC 0.17% Reduce -0.6% 399,809 $54.7M
RNC Capital Management LLC 2.96% Add +22.0% 390,300 $53.4M
Pictet Asset Management Holding SA 0.06% Add +5.5% 385,386 $52.7M
Epoch Investment Partners, Inc. 0.24% Reduce -0.5% 378,961 $51.9M
Mitsubishi UFJ Trust & Banking Corp 0.12% Reduce -19.4% 377,345 $51.6M
Hollencrest Capital Management 2.23% Reduce -0.1% 370,397 $50.7M
National Bank of Canada 0.08% Add +8.4% 370,842 $50.4M
Old Republic International Corp. 2.04% No change 365,600 $50.0M
Cacti Asset Management LLC 3.91% No change 365,468 $49.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.13% Add +322.4% 360,212 $49.3M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.61% Add +11.7% 354,137 $48.5M
Glenmede Trust Co. NA 0.24% Reduce -3.6% 351,318 $48.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.05% Add +2.7% 350,750 $48.0M
STRS Ohio 0.19% Add +1.2% 347,854 $47.6M
First Foundation Advisors 1.82% Reduce -3.9% 346,901 $47.5M
Public Employees Retirement System of Ohio 0.18% Reduce -4.3% 336,893 $46.1M
Fairview Capital Investment Management, LLC 2.58% Add +1.1% 335,434 $45.9M
Centric Wealth Management 13.21% Reduce -0.2% 356,012 $45.9M
S. R. Schill & Associates 19.93% Add +0.1% 332,536 $45.5M
Storebrand Asset Management As 0.15% Reduce -3.1% 329,289 $45.1M
Pacer Advisors, Inc. 0.11% Add +14.3% 328,330 $44.9M
Caisse de depot et placement du Quebec 0.11% Add +155.9% 327,400 $44.8M
Treasurer of the State of North Carolina 0.19% Reduce -1.9% 326,342 $44.7M
Aviva PLC 0.13% Add +15.7% 326,121 $44.6M
Twinbeech Capital LP 0.88% Reduce -12.4% 325,963 $44.6M
Russell Investments Group, Ltd. 0.07% Reduce -2.8% 322,720 $44.1M
CFO4Life Group, LLC 8.27% Reduce -0.3% 321,215 $44.0M
Capital CS Group, LLC 50.50% Reduce -4.0% 320,198 $43.8M
TD Asset Management Inc 0.04% Add +8.8% 318,617 $43.6M
Swiss Life Asset Management Ltd 0.51% Add +15.0% 313,043 $42.8M
Sei Investments Co. 0.06% Add +9.4% 306,009 $41.9M
Cetera Investment Advisers 0.10% Reduce -1.9% 304,508 $41.7M
Danske Bank A/S 0.15% Reduce -5.8% 299,734 $41.0M
Rockefeller Capital Management L.P. 0.12% Add +0.4% 299,615 $41.0M
Donaldson Capital Management, LLC 1.72% Reduce -1.7% 299,640 $41.0M
Cornerstone Investment Partners, LLC 2.01% Add +909.6% 298,038 $40.8M
Advisors Capital Management, LLC 0.71% Add +1923.3% 296,388 $40.6M
Royal London Asset Management Ltd. 0.10% Add +1.9% 295,160 $40.4M
Mn Services Vermogensbeheer B.V. 0.28% Reduce -2.2% 285,899 $39.1M
Deprince Race & Zollo Inc. 0.86% Add +17.4% 281,351 $38.5M
Tudor Investment Corporation 0.43% Add +323.4% 278,247 $38.1M
Saturna Capital Corp. 0.50% Add +0.0% 274,797 $37.6M
Pinebridge Investments, L.P. 0.30% Add +9.9% 274,437 $37.6M
Impax Asset Management Group plc 0.15% Reduce -8.1% 273,946 $37.5M
Handelsbanken Fonder AB 0.16% Reduce -1.0% 273,844 $37.5M
Asset Management One Co., Ltd. 0.14% Reduce -1.4% 273,732 $37.5M
Swedbank AB 0.05% Reduce -3.6% 272,834 $37.3M
DekaBank Deutsche Girozentrale 0.07% Reduce -8.8% 274,750 $37.3M
State of New Jersey Common Pension Fund D 0.16% Reduce -35.5% 268,265 $36.7M
Jane Street Group, LLC 0.04% Reduce -12.3% 268,046 $36.7M
Gateway Investment Advisers LLC 0.41% Reduce -2.0% 266,970 $36.5M
Arrowstreet Capital, Limited Partnership 0.03% New 266,421 $36.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% Add +11.3% 265,600 $36.3M
Comerica Bank 0.15% Reduce -7.5% 260,793 $35.7M
Guggenheim Capital LLC 0.25% Add +0.6% 258,207 $35.3M
Canada Pension Plan Investment Board 0.03% Add +160.1% 257,974 $35.3M
Blair William & Co. 0.10% Add +38.0% 245,087 $33.5M
Toronto Dominion Bank 0.05% Add +0.6% 241,863 $33.1M
Morningstar Investment Services LLC 0.36% Reduce -1.4% 241,237 $32.8M
Creative Planning 0.03% Reduce -1.5% 237,219 $32.5M
Neuberger Berman Group LLC 0.03% Reduce -17.1% 236,379 $32.3M
State of Tennessee, Department of Treasury 0.12% Add +7.9% 232,944 $31.9M
Smith Chas P & Associates Pa Cpas 1.89% Add +1.8% 232,414 $31.8M
GUNN & Co INVESTMENT MANAGEMENT, INC. 1.89% Add +1256.6% 232,414 $31.8M
Resona Asset Management Co.,Ltd. 0.19% Reduce -7.5% 232,153 $31.7M
United Services Automobile Association 0.80% Reduce -2.3% 231,888 $31.7M
Schonfeld Strategic Advisors LLC 0.24% Add +17.3% 227,182 $31.1M
USS Investment Management Ltd 0.25% Add +10.2% 226,489 $31.0M
River Road Asset Management, LLC 0.44% Reduce -1.0% 222,601 $30.5M
Two Sigma Advisers, LP 0.07% Add +87.2% 222,200 $30.4M
Aquatic Capital Management LLC 1.11% New 220,100 $30.1M
Fidelity National Financial, Inc. 0.51% Add +106.2% 220,000 $30.1M
Susquehanna International Group, LLP 0.05% Add +2.5% 218,841 $29.9M
Letko, Brosseau & Associates Inc. 0.55% Add +0.6% 213,777 $29.3M
Arizona State Retirement System 0.19% Add +1.7% 211,005 $28.9M
AXA S.A. 0.09% Add +1.1% 209,247 $28.6M
Temasek Holdings (Private) Ltd 0.13% Add +81.2% 208,835 $28.6M
Capital Investment Advisors, LLC 0.64% Reduce -0.4% 206,231 $28.2M
D.A. Davidson & Co. 0.25% Add +0.3% 204,035 $27.9M
W1M Asset Management Ltd 2.35% Reduce -12.0% 203,041 $27.8M
Nexus Investment Management ULC 2.89% Add +6.6% 201,225 $27.5M
Clarkston Capital Partners, LLC 0.52% Add +39.6% 200,861 $27.5M
Alps Advisors Inc. 0.19% Add +8.6% 200,590 $27.5M
State of Michigan Retirement System 0.14% Add +0.8% 199,714 $27.3M
Twin Tree Management, LP 0.80% New 198,211 $27.1M
Advisors Asset Management, Inc. 0.53% Reduce -0.7% 197,795 $27.1M
Oppenheimer Asset Management Inc. 0.34% Add +16.3% 196,905 $26.9M
MetLife Investment Management, LLC 0.16% Add +9.5% 194,546 $26.6M
Osaic Holdings, Inc. 0.06% Reduce -33.2% 192,190 $26.3M
DNB Asset Management AS 0.13% Add +14.1% 191,984 $26.3M
Professional Advisory Services Inc. 3.25% Add +1.9% 188,284 $25.8M
Keybank National Association 0.10% Reduce -5.1% 183,586 $25.1M
Schroder Investment Management Group 0.03% Add +29.7% 183,291 $25.1M
Trillium Asset Management, LLC 0.63% Reduce -1.9% 182,496 $25.0M
Corebridge Financial, Inc. 0.14% — 180,759 $24.7M
Nisa Investment Advisors, LLC 0.16% Reduce -7.7% 180,609 $24.7M
Delta Asset Management LLC 2.23% Reduce -0.6% 180,258 $24.7M
Natixis Advisors, LLC 0.05% Reduce -1.3% 177,534 $24.3M
Zacks Investment Management 0.27% Add +3.0% 176,837 $24.2M
Jamison Private Wealth Management, Inc. 3.97% Add +0.3% 174,530 $23.9M
Raymond James Trust N.A. 0.56% Reduce -6.5% 174,498 $23.9M
Brown Brothers Harriman & Co. 0.18% Reduce -8.8% 171,484 $23.5M
Ensign Peak Advisors, Inc 0.04% Add +12.2% 169,903 $23.3M
UniSuper Management Pty Ltd 0.19% Add +13.3% 169,246 $23.2M
Willis Investment Counsel 1.60% Add +29.0% 168,458 $23.1M
TCW Group Inc. 0.21% Reduce -47.8% 168,031 $23.0M
Westshore Wealth, LLC 9.40% No change 165,024 $22.6M
Moore Capital Management, LP 0.51% New 164,423 $22.5M
Sabal Trust CO 1.34% Add +1.1% 164,346 $22.5M
Retirement Systems of Alabama 0.09% Add +0.8% 160,897 $22.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.14% Add +0.9% 160,213 $21.9M
CIBC Private Wealth Group LLC 0.04% Reduce -2.6% 158,136 $21.4M
Klingenstein Fields & Co. LP 0.87% Add +1.1% 154,157 $21.1M
Stephens Inc. 0.32% Add +4.0% 153,651 $21.0M
Forsta Ap-Fonden 0.19% Reduce -5.4% 153,100 $21.0M
Van Eck Associates Corp. 0.03% Add +14.3% 152,674 $20.9M
Kestra Advisory Services, LLC 0.12% Add +35.4% 170,552 $20.9M
Choreo, LLC 0.35% Add +9.8% 151,864 $20.6M
Allianz Asset Management GmbH 0.03% Add +104.6% 149,593 $20.5M
1832 Asset Management L.P. 0.04% Reduce -3.3% 148,692 $20.3M
Skandinaviska Enskilda Banken AB (publ) 0.10% Add +3.7% 148,486 $20.3M
Sanctuary Advisors, LLC 0.15% — 137,601 $20.3M
IFM Investors Pty Ltd 0.20% Add +3.1% 147,084 $20.1M
Amalgamated Bank 0.17% Reduce -3.7% 147,080 $20.1M
Allworth Financial LP 0.13% Add +512.0% 137,651 $20.0M
KCM Investment Advisors LLC 0.72% Reduce -3.5% 144,841 $19.8M
Evergreen Capital Management LLC 0.72% Add +138.8% 144,535 $19.8M
Waters Parkerson & Co., LLC 1.04% Add +0.6% 142,412 $19.5M
Modera Wealth Management, LLC 0.28% Add +0.5% 140,058 $19.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.12% Add +61.4% 139,404 $19.1M
Kimelman & Baird, LLC 1.57% — 138,995 $19.0M
Czech National Bank 0.22% Add +9.2% 138,993 $19.0M
Benjamin F. Edwards & Company, Inc. 0.33% Add +2.9% 138,778 $19.0M
First Manhattan Co. Llc. 0.06% Reduce -1.1% 137,532 $18.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.56% Add +11.2% 135,831 $18.6M
Badgley Phelps Wealth Managers, LLC 0.46% Reduce -0.8% 135,573 $18.6M
Scopus Asset Management, L.P. 0.58% New 135,000 $18.5M
Godsey & Gibb, Inc. 1.90% Add +10.7% 134,624 $18.4M
Fifth Third Bancorp 0.07% Reduce -7.5% 133,871 $18.3M
SpiderRock Advisors, LLC 0.47% Add +67.4% 131,878 $18.0M
Trexquant Investment LP 0.28% Reduce -19.1% 131,761 $18.0M
Donald L. Hagan, LLC 9.40% Reduce -0.2% 129,745 $17.8M
MML Investors Services, LLC 0.07% Reduce -19.5% 129,574 $17.7M
Eagle Asset Management Inc. 0.09% Add +37.3% 129,781 $17.6M
KBC Group NV 0.05% Reduce -2.4% 128,822 $17.6M
CIBC Asset Management Inc 0.06% Reduce -4.3% 128,537 $17.6M
Dearborn Partners LLC 0.76% Add +0.3% 128,533 $17.6M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -3.5% 125,889 $17.2M
Verity & Verity, LLC 1.87% Add +18.0% 125,497 $17.2M
Factory Mutual Insurance Co. 0.19% No change 123,700 $16.9M
Andra AP-fonden 0.28% Add +11.1% 122,183 $16.7M
Calamos Advisors LLC 0.12% Reduce -3.5% 121,951 $16.7M
Worldquant Millennium Advisors LLC 0.15% New 121,158 $16.6M
Prio Wealth Limited Partnership 0.49% Reduce -4.6% 120,140 $16.4M
Utah Retirement Systems 0.20% Reduce -4.3% 120,118 $16.4M
Bridgeway Capital Management, LLC 0.38% Add +14.2% 119,946 $16.4M
Regions Financial Corp. 0.12% Reduce -10.6% 119,925 $16.4M
Varma Mutual Pension Insurance Co 0.13% Reduce -10.0% 119,428 $16.3M
DAVENPORT & Co LLC 0.10% Add +4.0% 118,508 $16.2M
Fisher Asset Management 0.01% Add +17.2% 118,114 $16.2M
Vontobel Holding Ltd. 0.05% Reduce -2.7% 117,763 $16.1M
Blue Chip Partners, LLC 1.47% Add +7.6% 116,319 $15.9M
First Long Island Investors, LLC 1.34% Reduce -2.1% 115,422 $15.8M
Financial Counselors Inc. 0.25% Add +7.5% 115,033 $15.7M
DDD Partners, LLC 1.81% New 114,242 $15.6M
Empowered Funds, LLC 0.27% Add +63.5% 114,053 $15.6M
Harvest Portfolios Group Inc. 0.60% Add +0.8% 113,955 $15.6M
Scotia Capital Inc. 0.09% Reduce -0.5% 113,552 $15.5M
Credit Agricole S A 0.09% Add +110.8% 112,928 $15.5M
Sequoia Financial Advisors, LLC 0.18% Add +21.4% 111,430 $15.2M
D. E. Shaw & Co. 0.02% Add +12.6% 111,369 $15.2M
New York Life Investment Management LLC 0.15% Add +1.7% 111,246 $15.2M
Washington Trust Advisors, Inc. 1.40% Reduce -3.0% 111,152 $15.2M
Brown Advisory Inc. 0.02% Add +0.7% 110,796 $15.2M
Mairs & Power Inc. 0.15% Reduce -22.7% 109,976 $15.1M
Marco Investment Management LLC 1.39% Add +0.8% 109,832 $15.0M
Marcum Wealth, LLC 1.51% Reduce -1.6% 109,773 $15.0M
Mercer Global Advisors Inc. 0.04% Reduce -6.4% 107,893 $14.8M
Engineers Gate Manager LP 0.33% Add +47.7% 107,811 $14.8M
Tamar Securities, LLC 2.37% Add +11.3% 106,751 $14.6M
Mayar Capital Ltd. 13.41% Add +6.6% 105,488 $14.4M
Yousif Capital Management, LLC 0.16% Add +0.7% 105,407 $14.4M
Baker Avenue Asset Management, LP 0.49% Reduce -2.4% 104,922 $14.4M
U.S. Capital Wealth Advisors, LLC 0.55% Add +5.7% 104,596 $14.3M
Private Advisor Group, LLC 0.10% Add +7.5% 104,402 $14.3M
State of Alaska, Department of Revenue 0.16% Add +21.3% 103,996 $14.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% — 103,476 $14.2M
Teacher Retirement System of Texas 0.08% Add +1.8% 103,436 $14.2M
Cullinan Associates Inc. 0.80% Add +75.9% 103,310 $14.1M
NewEdge Advisors, LLC 0.10% Reduce -5.8% 103,085 $14.1M
Madison Asset Management, LLC 0.17% Reduce -18.4% 102,958 $14.1M
Fullcircle Wealth LLC 6.89% — 109,290 $14.0M
Pathstone Holdings, LLC 0.06% Reduce -4.6% 102,114 $14.0M
ProShare Advisors LLC 0.04% Add +9.5% 101,427 $13.9M
Biechele Royce Advisors 4.66% Add +7.2% 100,812 $13.8M
Public Employees Retirement Association of Colorado 0.06% Reduce -1.5% 100,257 $13.7M
Xponance LLC 0.14% Reduce -15.4% 100,207 $13.7M
Brookstone Capital Management 0.23% Add +2.3% 92,728 $13.7M
Everett Harris & Co. 0.17% Reduce -1.4% 99,622 $13.6M
QRG Capital Management, Inc. 0.16% Reduce -4.2% 98,102 $13.4M
Isthmus Partners, LLC 1.58% Add +0.5% 98,057 $13.4M
GMO 0.05% New 97,527 $13.3M
TD Waterhouse Canada Inc. 0.12% Add +7.5% 98,018 $13.3M
Southern Capital Advisors, LLC 8.15% Add +0.2% 96,450 $13.2M
Greatmark Investment Partners, Inc. 1.91% Reduce -0.4% 95,766 $13.1M
Telos Capital Management, Inc. 1.45% Add +4.7% 95,715 $13.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.15% Add +13.4% 94,805 $13.0M
Miramar Capital, LLC 3.22% Add +8.6% 94,176 $12.9M
Cibc World Markets Corp. 0.08% Add +29.5% 93,955 $12.9M
Steigerwald, Gordon & Koch Inc. 1.55% Add +2.0% 93,347 $12.8M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.14% — 93,008 $12.7M
Pinnacle Financial Partners Inc 0.27% Add +3.9% 92,516 $12.7M
Tritonpoint Wealth, LLC 1.21% Reduce -1.6% 92,227 $12.6M
International Assets Investment Management, LLC 1.19% Add +3.3% 92,140 $12.6M
Mutual of America Capital Management LLC 0.14% Reduce -3.0% 92,021 $12.6M
GTS Securities LLC 0.26% Add +122.3% 91,442 $12.5M
Wilkins Investment Counsel Inc. 1.87% Add +6.6% 91,416 $12.5M
Pinnacle Associates Ltd. 0.20% Reduce -7.1% 91,258 $12.5M
Janus Henderson Group PLC 0.01% Reduce -81.3% 88,979 $12.2M
Janney Capital Management LLC 0.86% Reduce -5.5% 88,693 $12.1M
Deroy & Devereaux Private Investment Counsel Inc. 0.75% Reduce -1.7% 88,554 $12.1M
Orion Porfolio Solutions, LLC 0.13% Reduce -4.0% 87,972 $12.0M
Orion Portfolio Solutions, LLC 0.13% Reduce -4.0% 87,972 $12.0M
Achmea Investment Management B.V. 0.21% Add +2.4% 87,199 $11.9M
Avantax Advisory Services, Inc. 0.09% Add +149.0% 87,160 $11.9M
Nissay Asset Management Corp. /Japan 0.08% Add +0.5% 87,160 $11.9M
Vantage Investment Partners, LLC 1.08% Add +7.9% 87,008 $11.9M
Capstone Investment Advisors, LLC 0.54% Add +46.7% 86,774 $11.9M
NorthCrest Asset Manangement, LLC 0.39% Reduce -8.4% 86,765 $11.9M
Bar Harbor Wealth Management 0.78% Reduce -0.3% 86,310 $11.8M
Cresset Asset Management, LLC 0.05% Add +3.1% 86,110 $11.8M
Jacobs & Co. 1.23% Add +5.7% 86,074 $11.8M
First Fiduciary Investment Counsel, Inc. 2.54% Add +1.1% 85,693 $11.7M
Waverly Advisors, LLC 0.23% Add +2.3% 85,219 $11.7M
Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 7.62% Add +0.3% 84,574 $11.6M
Bank of Nova Scotia 0.02% Reduce -53.9% 84,511 $11.6M
Cwm, LLC 0.05% Add +5.9% 84,158 $11.5M
Intact Investment Management Inc. 0.43% Add +71.8% 83,860 $11.5M
Moneta Group Investment Advisors LLC 0.18% Reduce -0.4% 82,897 $11.3M
Heritage Investors Management Corp. 0.39% Add +0.0% 82,346 $11.3M
Waypoint Wealth Partners Inc. 3.27% No change 81,858 $11.2M
Daiwa Securities Group Inc. 0.06% Add +7.7% 81,364 $11.1M
J.W. Cole Advisors, Inc. 0.52% Add +11.9% 80,896 $11.1M
Rwa Wealth Partners, LLC 0.15% Add +0.6% 80,877 $11.1M
United Bank 1.37% Reduce -2.3% 80,856 $11.1M
Synovus Financial Corp. 0.15% Add +1.7% 80,590 $11.0M
Zevin Asset Management LLC 1.78% Reduce -1.4% 80,336 $11.0M
Iowa State Bank 2.43% Add +0.2% 80,329 $11.0M
United Capital Financial Advisors, LLC 0.09% Add +137.5% 80,262 $11.0M
SG Americas Securities, LLC 0.07% Reduce -28.2% 79,344 $10.9M
Atria Investments, Inc 0.14% Reduce -16.1% 79,213 $10.8M
Alpha Cubed Investments, LLC 0.52% Reduce -27.3% 78,976 $10.8M
Armstrong Advisory Group, Inc. 0.96% Reduce -7.8% 78,966 $10.8M
LBP Am SA 0.44% Add +8.3% 78,576 $10.8M
Logan Capital Management Inc. 0.46% Reduce -2.1% 77,819 $10.6M
AMF Tjanstepension AB 0.08% Reduce -55.0% 77,545 $10.6M
Bartlett & Co. Wealth Management LLC 0.16% Reduce -13.3% 77,554 $10.6M
Townsquare Capital LLC 0.14% Add +1.7% 77,414 $10.6M
Kornitzer Capital Management Inc. 0.20% Reduce -3.0% 77,341 $10.6M
Woodmont Investment Counsel LLC 0.86% Add +9.4% 76,517 $10.5M
Thompson Siegel & Walmsley LLC 0.17% Reduce -0.2% 76,461 $10.5M
Kestra Private Wealth Services, LLC 0.21% Reduce -6.9% 76,316 $10.4M
Los Angeles Capital Management LLC 0.04% Reduce -57.3% 76,080 $10.4M
Eisler Capital (UK) Ltd. 3.38% Add +97.4% 75,842 $10.4M
Assetmark, Inc. 0.03% Add +15.5% 75,818 $10.4M
Stonebridge Capital Advisors LLC 0.91% Add +6.2% 75,303 $10.3M
Addenda Capital Inc. 0.40% Reduce -1.8% 74,494 $10.2M
Allspring Global Investments Holdings, LLC 0.02% Add +5.5% 73,858 $10.1M
Eastern Bank 0.41% Add +3.5% 73,550 $10.1M
Rafferty Asset Management, LLC 0.04% Add +0.6% 73,260 $10.0M
Mediolanum International Funds Ltd 0.16% Reduce -14.1% 79,052 $10.0M
CapWealth Advisors, LLC 1.27% Add +0.8% 73,231 $10.0M
Acadian Asset Management LLC 0.03% Add +254.8% 72,867 $10.0M
Cibc World Market Inc. 0.02% Reduce -11.2% 72,840 $10.0M
Motley Fool Wealth Management, LLC 0.51% Add +76.3% 73,096 $10.0M
Guyasuta Investment Advisors Inc. 0.73% Reduce -1.9% 62,817 $9.9M
Peapack Gladstone Financial Corp. 0.15% Reduce -0.8% 71,799 $9.8M
Abner Herrman & Brock LLC 1.24% Add +3.8% 71,795 $9.8M
South Dakota Investment Council 0.20% Add +5.6% 71,750 $9.8M
Lido Advisors, LLC 0.08% Add +1.2% 70,256 $9.6M
CW Advisors, LLC 0.15% Reduce -4.0% 69,903 $9.6M
Stillwater Capital Advisors, LLC 1.33% Reduce -0.4% 69,790 $9.6M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -4.1% 68,729 $9.4M
Congress Asset Management Co. 0.07% Reduce -0.9% 68,063 $9.3M
Olstein Capital Management, L.P. 1.66% Add +17.2% 68,000 $9.3M
Beacon Pointe Advisors, LLC 0.11% Reduce -6.3% 67,635 $9.3M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.06% No change 67,413 $9.2M
Meiji Yasuda Life Insurance Co 0.19% Add +25.2% 67,399 $9.2M
Edgar Lomax Co. 0.60% Reduce -1.7% 67,170 $9.2M
Allianz SE 0.27% Reduce -0.0% 66,329 $9.1M
Snowden Capital Advisors LLC 0.27% Add +72.0% 66,222 $9.1M
CCM Investment Advisers LLC 1.06% Add +0.8% 66,149 $9.1M
Texas Yale Capital Corp. 0.43% Add +34.9% 66,105 $9.0M
Daymark Wealth Partners, LLC 0.41% Add +9.8% 66,012 $9.0M
Advocate Group LLC 1.81% Add +7.5% 65,776 $9.0M
Mackenzie Financial Corp. 0.01% Reduce -1.2% 65,508 $9.0M
TCTC Holdings, LLC 0.31% Reduce -6.7% 65,390 $8.9M
Candriam S.C.A. 0.05% Add +6.5% 65,362 $8.9M
MAI Capital Management 0.09% Reduce -2.0% 64,780 $8.9M
FORA Capital, LLC 1.06% Add +126.6% 63,630 $8.7M
Hendershot Investments Inc. 1.25% Reduce -0.6% 63,492 $8.7M
Cantor Fitzgerald Investment Advisors L.P. 0.67% Add +33.1% 63,454 $8.7M
GAM Holding AG 0.67% Add +3.4% 63,379 $8.7M
Concurrent Investment Advisors, LLC 0.29% Add +43.9% 63,141 $8.6M
ING Groep NV 0.05% Reduce -24.4% 62,860 $8.6M
Tredje AP-fonden 0.08% No change 62,794 $8.6M
Oregon Public Employees Retirement Fund 0.17% Add +1.2% 62,604 $8.6M
9258 Wealth Management, LLC 1.31% Reduce -0.9% 62,402 $8.5M
Visionary Wealth Advisors 0.56% Add +3.2% 62,253 $8.5M
Welch & Forbes LLC 0.11% Reduce -6.9% 63,269 $8.5M
Abn Amro Investment Solutions 0.15% Reduce -14.3% 61,635 $8.4M
Loomis Sayles & Co. L P 0.01% Add +39.9% 61,621 $8.4M
Noesis Capital Mangement Corp. 1.86% Reduce -1.6% 61,366 $8.4M
Elo Mutual Pension Insurance Co 0.19% Reduce -8.0% 60,779 $8.3M
Gilbert & Cook, Inc. 1.21% Reduce -1.2% 60,708 $8.3M
Wesbanco Bank Inc. 0.31% Reduce -0.9% 60,649 $8.3M
Glenview Trust Co 0.17% Reduce -1.1% 60,483 $8.3M
United Advisor Group, LLC 2.56% Add +2.5% 60,271 $8.2M
Ameritas Advisory Services, LLC 0.31% Reduce -2.1% 60,131 $8.2M
Sigma Investment Counselors Inc. 0.51% No change 59,697 $8.2M
Verition Fund Management LLC 0.07% Add +62.5% 59,681 $8.2M
Robeco Institutional Asset Management B.V. 0.02% Add +33.5% 59,537 $8.1M
Gulf International Bank (UK) Ltd 0.20% Reduce -3.7% 59,191 $8.1M
Argent Trust Co 0.36% Add +8.1% 59,098 $8.1M
Lynch & Associates 1.80% Add +1.1% 58,366 $8.0M
Evercore Wealth Management, LLC 0.13% Reduce -3.8% 58,278 $8.0M
B. Metzler seel. Sohn & Co. AG 0.08% Add +1.2% 57,992 $7.9M
Hamel Associates, Inc. 2.49% Add +1.4% 57,740 $7.9M
Teachers Retirement System of the State of Kentucky 0.07% Reduce -2.6% 57,683 $7.9M
Steward Partners Investment Advisory, LLC 0.08% Reduce -12.2% 56,900 $7.8M
Maryland State Retirement & Pension System 0.14% No change 56,862 $7.8M
Sowell Financial Services LLC 0.37% Add +2.8% 56,593 $7.7M
Mizuho Securities USA LLC 0.17% New 56,243 $7.7M
Lathrop Investment Management Co. 1.50% Reduce -2.3% 56,081 $7.7M
Romano Brothers and Company 1.06% Reduce -3.0% 56,017 $7.7M
Bell Bank 0.64% Reduce -1.4% 55,991 $7.7M
Pearl River Capital, LLC 1.22% Add +71.1% 55,975 $7.7M
Country Club Bank 0.53% Add +3.6% 56,316 $7.6M
Edgestream Partners, L.P. 0.37% Add +1134.0% 55,764 $7.6M
CX Institutional 0.36% Add +4.3% 55,702 $7.6M
Prospera Financial Services Inc 0.21% Reduce -4.8% 55,634 $7.6M
Oppenheimer & Co. Inc. 0.12% Add +5.8% 55,362 $7.6M
Summit Financial Wealth Advisors, LLC 1.53% Add +3.7% 55,205 $7.6M
Linscomb Wealth, Inc. 0.39% Reduce -1.7% 55,192 $7.6M
Captrust Financial Advisors 0.02% Reduce -4.5% 55,148 $7.5M
Kentucky Retirement Systems 0.22% Add +0.1% 54,965 $7.5M
Axxcess Wealth Management, LLC 0.20% Add +3.1% 54,851 $7.5M
Commerce Bank 0.05% Reduce -41.1% 54,643 $7.5M
Shelton Capital Management 0.20% No change 53,914 $7.4M
Huntington National Bank 0.08% Reduce -15.7% 53,819 $7.4M
Grace & White Inc. 1.40% No change 53,690 $7.3M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -10.8% 53,166 $7.3M
Ally Financial Inc. 0.90% Add +8.2% 53,000 $7.3M
Ilmarinen Mutual Pension Insurance Co 0.08% Add +89.3% 53,000 $7.3M
Verdence Capital Advisors LLC 0.63% Add +81.5% 51,989 $7.1M
MBB Public Markets I LLC 0.15% Add +2525.3% 51,903 $7.1M
Kayne Anderson Rudnick Investment Management LLC 0.02% Reduce -27.8% 51,682 $7.1M
Lee Danner & Bass Inc. 0.54% — 51,532 $7.1M
Birch Hill Investment Advisors LLC 0.34% Reduce -10.3% 51,262 $7.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.21% Reduce -3.5% 51,239 $7.0M
Resources Management Corp. /CT/ 0.99% Add +1.8% 49,779 $6.8M
Savant Capital, LLC 0.07% Add +73.8% 49,210 $6.7M
Vanguard Personalized Indexing Management, LLC 0.13% Reduce -8.6% 49,352 $6.7M
Lowe Brockenbrough & Co. Inc. 0.45% Reduce -1.0% 48,877 $6.7M
First National Bank of Omaha 0.44% Add +4.7% 48,842 $6.7M
Griffin Asset Management, Inc. 0.76% Add +3.1% 48,049 $6.6M
Integrated Wealth Concepts LLC 0.09% Reduce -17.2% 47,534 $6.5M
Keystone Financial Planning, Inc. 2.15% Add +2.4% 47,393 $6.5M
Hendley & Co. Inc. 2.33% Reduce -3.9% 47,384 $6.5M
Hantz Financial Services, Inc. 0.12% Reduce -23.9% 47,017 $6.4M
Wealthcare Advisory Partners LLC 0.20% Add +2.5% 46,836 $6.4M
Morgan Dempsey Capital Management LLC 2.14% Reduce -4.6% 46,818 $6.4M
Summit Global Investments 0.46% Add +75.2% 46,732 $6.4M
Hartford Investment Management Co. 0.22% Reduce -0.1% 46,698 $6.4M
Anchor Investment Management, LLC 0.66% Reduce -15.2% 46,682 $6.4M
Cullen/Frost Bankers, Inc. 0.09% Reduce -46.3% 46,574 $6.4M
Commerzbank Aktiengesellschaft 0.21% Add +50.8% 46,495 $6.4M
Tufton Capital Management 1.23% Add +0.7% 46,318 $6.3M
Independent Advisor Alliance 0.22% Reduce -27.2% 46,225 $6.3M
Koshinski Asset Management, Inc. 0.58% Reduce -0.3% 46,885 $6.3M
Gratus Capital, LLC 0.25% Add +0.3% 45,812 $6.3M
Wambolt & Associates, LLC 1.82% Add +0.0% 45,837 $6.2M
Gotham Asset Management 0.08% Add +341.0% 45,074 $6.2M
Naples Global Advisors, LLC 0.62% Add +3.8% 45,064 $6.2M
Signaturefd, LLC 0.12% Reduce -2.4% 44,891 $6.1M
Meiji Yasuda Asset Management Co Ltd. 0.25% Add +69.2% 44,558 $6.1M
Avantax Planning Partners, Inc. 0.19% Add +11.7% 44,317 $6.1M
Investment House LLC 0.35% Reduce -6.5% 44,310 $6.1M
Ashton Thomas Private Wealth, LLC 0.33% Reduce -0.8% 44,142 $6.0M
Live Oak Private Wealth LLC 1.04% Add +0.0% 44,054 $6.0M
Stratos Wealth Partners, LTD. 0.10% Reduce -0.8% 44,041 $6.0M
Birch Capital Management, LLC 3.13% Add +0.6% 43,965 $6.0M
Atria Wealth Solutions, Inc. 0.07% Reduce -1.9% 43,696 $6.0M
Composition Wealth, LLC 0.15% Add +0.3% 43,558 $6.0M
Haverford Financial Services, Inc. 1.78% Reduce -3.8% 43,492 $6.0M
First National Trust Co 0.24% Reduce -2.4% 43,246 $5.9M
Northeast Investment Management 0.28% Reduce -3.3% 43,145 $5.9M
Builder Investment Group Inc. 1.61% Reduce -0.5% 43,045 $5.9M
Sage Capital Advisors,llc 1.69% Add +5.8% 43,035 $5.9M
Eagle Rock Investment Company, LLC 1.07% Add +40.3% 43,029 $5.9M
Bailard, Inc. 0.16% Reduce -31.6% 42,609 $5.8M
Erste Asset Management GmbH 0.08% Reduce -21.6% 42,620 $5.8M
Inlet Private Wealth, LLC 1.57% Add +11.7% 42,048 $5.8M
Beacon Harbor Wealth Advisors, Inc. 1.50% Add +13.3% 41,991 $5.7M
Jones Financial Companies LLLP 0.01% Add +354.9% 41,974 $5.7M
Securian Asset Management, Inc. 0.17% Reduce -1.7% 41,882 $5.7M
Calydon Capital 1.02% Reduce -1.8% 41,749 $5.7M
Waterfront Wealth Inc. 1.55% Reduce -0.0% 41,685 $5.7M
HTLF Bank 0.64% Reduce -1.6% 41,375 $5.7M
Louisiana State Employees Retirement System 0.11% Reduce -1.9% 41,300 $5.7M
Quantinno Capital Management LP 0.10% Add +110.6% 41,055 $5.6M
Cubist Systematic Strategies, LLC 0.10% Add +411.1% 41,034 $5.6M
Crossmark Global Holdings, Inc. 0.11% Reduce -2.0% 40,933 $5.6M
XML Financial, LLC 0.56% Add +6.0% 40,854 $5.6M
Sheaff Brock Investment Advisors, LLC 0.52% Reduce -18.2% 40,847 $5.6M
Two Sigma Securities, LLC 0.27% Add +355.3% 40,707 $5.6M
Ironwood Investment Counsel, LLC 0.99% Add +2.0% 40,686 $5.6M
Iams Wealth Management, LLC 3.05% Add +4.5% 40,655 $5.6M
Edmond DE Rothschild Holding S.A. 0.10% Add +4397.6% 40,478 $5.5M
Strategic Wealth Partners, Ltd. 0.58% Add +53.5% 40,478 $5.5M
O'shaughnessy Asset Management, LLC 0.06% Reduce -13.9% 40,367 $5.5M
Dean Investment Associates, LLC 0.78% Reduce -4.7% 40,252 $5.5M
Sky Investment Group LLC 1.07% Reduce -0.1% 40,140 $5.5M
Northwest Bancshares, Inc. 0.94% Add +4.6% 40,133 $5.5M
HBK Sorce Advisory LLC 0.19% Reduce -4.3% 40,126 $5.5M
Rowlandmiller & Partners.adv 1.20% Reduce -1.3% 40,036 $5.5M
CMG Global Holdings, LLC 3.59% No change 39,658 $5.4M
Columbia Asset Management 1.01% Add +29.2% 39,655 $5.4M
Albion Financial Group 0.40% Reduce -2.4% 39,221 $5.4M
Garland Capital Management Inc. 3.79% Reduce -0.8% 39,140 $5.4M
Borer Denton & Associates, Inc. 1.94% Reduce -4.9% 39,000 $5.3M
Tower Bridge Advisors 0.60% Reduce -4.6% 38,864 $5.3M
Simplicity Wealth,LLC 0.12% Add +0.7% 38,832 $5.3M
Martin Capital Partners, LLC 2.15% Add +17.9% 38,808 $5.3M
Riverview Capital Advisers, LLC 1.79% Reduce -2.2% 38,786 $5.3M
Bank of New Hampshire 1.38% Add +3.5% 38,781 $5.3M
Northwest & Ethical Investments L.P. 0.15% Add +279.1% 38,674 $5.3M
Sompo Asset Management Co., Ltd. 0.89% Add +2.2% 38,633 $5.3M
Cary Street Partners Investment Advisory LLC 0.21% Add +5.0% 38,530 $5.3M
Federation des caisses Desjardins du Quebec 0.03% Add +34.9% 38,130 $5.2M
Sand Hill Global Advisors, LLC 0.24% Reduce -0.8% 38,036 $5.2M
North Star Investment Management Corp. 0.38% Add +9.9% 37,953 $5.2M
Eliot Finkel Investment Counsel, LLC 3.42% Reduce -0.2% 37,925 $5.2M
M&G PLC 0.04% Reduce -42.5% 37,690 $5.2M
Teza Capital Management LLC 0.63% New 37,723 $5.2M
Readystate Asset Management LP 0.44% New 37,663 $5.2M
EagleClaw Capital Managment, LLC 0.92% No change 37,330 $5.1M
UMB Bank, n.a. 0.08% Reduce -38.6% 37,179 $5.1M
Woodstock Corp. 0.52% Add +2.4% 37,146 $5.1M
Fusion Capital, LLC 2.31% Reduce -0.8% 37,058 $5.1M
CMT Capital Markets Trading GmbH 1.44% Add +409.9% 37,052 $5.1M
Mattern Capital Management, LLC 0.70% Reduce -41.7% 36,984 $5.1M
Boston Research & Management Inc. 1.28% Add +1.9% 36,853 $5.0M
Carlson Capital, L.P. 0.79% Reduce -26.6% 36,830 $5.0M
HB Wealth Management, LLC 0.06% Reduce -6.7% 36,714 $5.0M
Intech Investment Management LLC 0.06% Reduce -8.4% 36,643 $5.0M
Walleye Capital LLC 0.06% Add +34.5% 36,587 $5.0M
New Mexico Educational Retirement Board 0.17% No change 36,462 $5.0M
Siemens Fonds Invest GmbH 0.37% Add +0.6% 36,381 $5.0M
Advisory Services Network, LLC 0.10% Reduce -22.8% 36,231 $5.0M
Canal Capital Management, LLC 0.84% Reduce -3.9% 36,104 $4.9M
Cadence Bank 0.37% Reduce -2.1% 36,103 $4.9M
Johnson Investment Counsel Inc. 0.05% Add +0.2% 35,985 $4.9M
Bard Financial Services, Inc. 0.50% No change 35,325 $4.8M
MainStreet Investment Advisors LLC 0.59% Reduce -7.4% 35,304 $4.8M
Bessemer Group Inc. 0.01% Reduce -4.5% 35,161 $4.8M
MassMutual Private Wealth & Trust, FSB 0.15% Reduce -2.8% 35,153 $4.8M
Community Bank, N.A. 0.63% Add +2.3% 34,954 $4.8M
LGT Group Foundation 0.08% Reduce -7.4% 34,923 $4.8M
Gilman Hill Asset Management, LLC 0.86% Add +1657.3% 34,847 $4.8M
Stolper Co 1.68% Add +4.1% 34,780 $4.8M
Amica Mutual Insurance Co. 0.47% No change 34,723 $4.8M
Great Valley Advisor Group, Inc. 0.13% Add +154.1% 34,706 $4.7M
Atom Investors LP 0.47% Add +192.5% 34,694 $4.7M
Capital Management Corp. 0.95% Reduce -27.2% 34,677 $4.7M
PDS Planning, Inc 0.48% Reduce -0.4% 34,674 $4.7M
Bragg Financial Advisors, Inc 0.21% Reduce -1.1% 34,321 $4.7M
Whittier Trust Co. 0.07% Reduce -5.6% 34,277 $4.7M
Jennison Associates LLC 0.00% Reduce -17.5% 34,268 $4.7M
ARS Wealth Advisors Group, LLC 0.61% Reduce -1.1% 34,226 $4.7M
Stonegate Investment Group, LLC 0.14% Reduce -25.4% 34,206 $4.7M
Qsemble Capital Management, LP 0.88% Add +249.8% 34,037 $4.7M
Bridge Creek Capital Management LLC 1.49% Add +4.4% 33,707 $4.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.05% Add +12.8% 33,678 $4.6M
Kesler, Norman & Wride, LLC 0.97% Reduce -5.2% 33,427 $4.6M
Prudential PLC 0.03% Reduce -27.1% 33,417 $4.6M
Rench Wealth Management, Inc. 1.62% Add +0.7% 33,038 $4.5M
Founders Capital Management, LLC 0.81% Add +1107.3% 32,573 $4.5M
tru Independence LLC 1.35% Reduce -0.1% 32,559 $4.5M
Associated Banc-Corp 0.14% Add +4.8% 32,451 $4.4M
Cornerstone Advisors, LLC 0.18% Reduce -3.3% 32,100 $4.4M
GLOBALT Investments LLC / GA 0.17% Reduce -1.7% 31,945 $4.4M
Town & Country Bank & Trust CO dba First Bankers Trust CO 1.80% Reduce -3.2% 31,916 $4.4M
Soltis Investment Advisors LLC 0.46% Add +3.5% 31,861 $4.4M
First National Bank of Mount Dora, Trust Investment Services 1.05% Reduce -5.4% 31,858 $4.4M
NewSquare Capital LLC 0.38% Add +4.8% 32,305 $4.4M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Reduce -74.9% 31,767 $4.3M
Cyndeo Wealth Partners, LLC 0.34% Add +14.0% 31,622 $4.3M
Vaughan David Investments LLC 0.11% Add +27.4% 31,438 $4.3M
E. Ohman J:or Asset Management AB 0.11% Add +7.2% 31,411 $4.3M
Capital Investment Counsel, Inc 0.63% Add +3.3% 30,715 $4.2M
Torray Investment Partners LLC 0.62% Add +10.7% 30,298 $4.1M
Cox Capital Mgt LLC 2.50% Add +163.3% 30,239 $4.1M
Stock Yards Bank & Trust Co. 0.14% Reduce -14.6% 30,077 $4.1M
Banque Cantonale Vaudoise 0.16% Add +8.1% 30,015 $4.1M
Viking Fund Management LLC 0.74% Add +11.1% 30,000 $4.1M
Cohen Klingenstein LLC 0.15% No change 29,982 $4.1M
Mather Group, Llc. 0.05% Reduce -7.8% 27,597 $4.1M
Tocqueville Asset Management L.P. 0.07% Add +34.5% 29,906 $4.1M
Metis Global Partners, LLC 0.14% Add +1.1% 29,630 $4.1M
Commonwealth Retirement Investments LLC 1.85% Add +3.6% 29,585 $4.0M
Horrell Capital Management, Inc. 1.17% Add +0.7% 29,561 $4.0M
Motco 0.24% Reduce -0.8% 29,378 $4.0M
Farmers National Bank 1.21% Add +0.6% 29,366 $4.0M
Vinva Investment Management Ltd 0.20% Add +69.4% 29,574 $4.0M
iA Global Asset Management Inc. 0.08% Add +802.2% 29,340 $4.0M
Vision Capital Management, Inc. 0.60% Reduce -1.9% 29,252 $4.0M
Farmers & Merchants Investments Inc. 0.13% Reduce -0.9% 29,132 $4.0M
Daiichi Life Insurance Co., Ltd. 0.10% Reduce -5.1% 29,014 $4.0M
CI Investments Inc. 0.02% Add +1.3% 28,882 $4.0M
Culbertson A N & Co. Inc. 0.69% Add +0.6% 28,796 $3.9M
Bison Wealth, LLC 0.64% No change 26,466 $3.9M
AE Wealth Management LLC 0.04% Add +67.1% 28,738 $3.9M
Atwater Malick LLC 1.34% Reduce -4.2% 28,408 $3.9M
Bokf, NA 0.07% Reduce -15.2% 28,319 $3.9M
Public Sector Pension Investment Board 0.02% Add +76.4% 28,189 $3.9M
Ellsworth Advisors, LLC 1.07% Add +7.1% 27,949 $3.8M
Beacon Financial Group 0.43% Reduce -2.5% 27,796 $3.8M
HighPoint Advisor Group LLC 0.23% Reduce -3.8% 29,362 $3.8M
William Allan Corp 2.52% Add +0.9% 27,548 $3.8M
Brady Family Wealth, LLC 1.21% Add +0.2% 27,483 $3.8M
Pinkerton Wealth, LLC 0.58% Add +10.1% 27,337 $3.7M
Murphy Pohlad Asset Management LLC 1.61% Reduce -9.4% 27,244 $3.7M
Benin Management CORP 1.13% Add +8.3% 27,208 $3.7M
Summitry LLC 0.19% Add +5.6% 27,177 $3.7M
Point72 (DIFC) Ltd 0.33% New 27,148 $3.7M
Zions Bancorporation, N.A. 0.30% Reduce -33.1% 27,121 $3.7M
Stokes Capital Advisors, LLC 1.03% Reduce -15.5% 27,118 $3.7M
Tidal Investments LLC 0.05% Reduce -25.4% 27,015 $3.7M
Kingfisher Capital LLC 0.87% Reduce -1.3% 27,017 $3.7M
Neo Ivy Capital Management 0.72% — 26,992 $3.7M
LongView Wealth Management 1.36% Reduce -0.3% 26,980 $3.7M
EP Wealth Advisors, LLC 0.04% Add +30.3% 26,943 $3.7M
Northwest Investment Counselors, LLC 0.91% Add +1.6% 26,697 $3.7M
Bleakley Financial Group, LLC 0.11% Reduce -6.8% 26,627 $3.6M
Opus Investment Management Inc. 2.35% No change 26,600 $3.6M
Butensky & Cohen Financial Security, Inc. 1.16% Add +1.2% 26,597 $3.6M
Schwartz Investment Counsel Inc. 0.13% No change 26,482 $3.6M
&partners 0.16% Add +305.5% 26,522 $3.6M
Financial Partners Group, LLC 1.40% Add +23.9% 26,319 $3.6M
KMG Fiduciary Partners, LLC 0.35% Add +8.3% 26,241 $3.6M
Tower Research Capital LLC (TRC) 0.06% Reduce -14.3% 26,116 $3.6M
Norinchukin Bank, The 0.10% Add +1.6% 26,078 $3.6M
Valley Wealth Managers, Inc. 0.28% Reduce -4.6% 26,002 $3.6M
Global Wealth Management Investment Advisory, Inc. 0.83% Add +6.4% 25,942 $3.6M
McDaniel Terry & Co. 0.31% Reduce -1.4% 25,909 $3.5M
McDonald Partners LLC 0.95% Add +25.3% 25,811 $3.5M
Dorsey & Whitney Trust CO LLC 0.24% Reduce -1.8% 25,773 $3.5M
Bogart Wealth, LLC 0.18% Reduce -26.6% 25,720 $3.5M
Beaumont Financial Advisors, LLC 0.28% Add +1673.9% 25,686 $3.5M
Wilmington Savings Fund Society, FSB 0.13% Reduce -18.6% 25,680 $3.5M
Pavion Blue Capital, LLC 1.72% Add +2.1% 25,560 $3.5M
NEOS Investment Management LLC 0.14% Add +45.4% 25,537 $3.5M
NewEdge Wealth, LLC 0.08% Reduce -8.8% 25,472 $3.5M
Pitcairn Co. 0.21% Add +6.4% 25,229 $3.5M
Arkadios Wealth Advisors 0.23% Add +31.0% 25,142 $3.4M
OMERS ADMINISTRATION Corp 0.03% New 25,077 $3.4M
Independent Investors Inc. 0.75% No change 24,811 $3.4M
Azimuth Capital Investment Management LLC 0.14% Add +2.4% 24,725 $3.4M
Signature Wealth Management Group 1.48% Add +1.9% 24,636 $3.4M
Empirical Finance, LLC 0.21% Reduce -6.9% 24,470 $3.3M
Moss Adams Wealth Advisors LLC 0.46% Add +0.6% 24,365 $3.3M
Cypress Wealth Services, LLC 0.74% Reduce -0.5% 24,307 $3.3M
Peloton Wealth Strategists 1.39% Reduce -0.3% 24,276 $3.3M
Argyle Capital Management, LLC 1.37% Add +5.1% 24,253 $3.3M
B. Riley Wealth Advisors, Inc. 0.08% Add +8.3% 24,205 $3.3M
Venture Visionary Partners LLC 0.15% Reduce -40.8% 24,187 $3.3M
Glass Wealth Management Co LLC 1.93% Add +1.4% 24,165 $3.3M
Meritage Portfolio Management 0.21% Reduce -1.4% 24,103 $3.3M
Walleye Trading LLC 0.06% Reduce -74.5% 24,067 $3.3M
Valeo Financial Advisors, LLC 0.10% Reduce -6.7% 23,835 $3.3M
Jensen Investment Management Inc. 0.03% Reduce -0.4% 23,814 $3.3M
Lecap Asset Management Ltd. 0.70% New 23,736 $3.2M
Hengehold Capital Management LLC 0.34% Add +0.2% 23,735 $3.2M
Perigon Wealth Management, LLC 0.09% Reduce -17.2% 23,631 $3.2M
Good Life Advisors, LLC 0.27% Add +2.9% 23,611 $3.2M
Diversify Advisory Services, LLC 0.18% Reduce -17.0% 24,020 $3.2M
Kentucky Retirement Systems Insurance Trust Fund 0.22% Reduce -1.4% 23,526 $3.2M
Schulhoff & Co. Inc. 1.45% Reduce -4.5% 23,424 $3.2M
Buckingham Strategic Wealth, LLC 0.03% Add +0.2% 23,397 $3.2M
SWS Partners 0.96% Reduce -1.3% 23,400 $3.2M
Bourne Lent Asset Management Inc. 1.22% Add +0.5% 23,259 $3.2M
Northwestern Mutual Investment Management Company, LLC 0.08% Add +1.1% 23,212 $3.2M
Principal Securities, Inc. 0.09% Reduce -0.6% 23,112 $3.2M
Heritage Trust Co 0.42% Add +0.1% 23,075 $3.2M
Horan Capital Advisors, LLC. 1.11% Add +0.4% 23,029 $3.2M
Ostrum Asset Management 0.27% Reduce -3.7% 22,946 $3.1M
Avidian Wealth Enterprises, LLC 0.15% Add +4.0% 22,781 $3.1M
Praxis Investment Management Inc. 0.22% Reduce -19.6% 21,130 $3.1M
Atlantic Union Bankshares Corp 0.19% Add +11.9% 22,758 $3.1M
Sawyer & Company, Inc 1.24% Reduce -0.1% 22,724 $3.1M
Stanley-Laman Group, Ltd. 0.41% Add +4.2% 22,679 $3.1M
Drucker Wealth 3.0, LLC 0.82% — 22,607 $3.1M
Towne Trust Company, N.A 1.20% Add +0.5% 22,556 $3.1M
Monarch Capital Management Inc. 0.90% Add +9.1% 22,430 $3.1M
Baxter Bros Inc. 0.40% Reduce -3.3% 22,430 $3.1M
Sovereign Financial Group, Inc. 0.76% Reduce -0.5% 22,394 $3.1M
Dynamic Advisor Solutions LLC 0.10% Add +17.4% 22,372 $3.1M
Ontario Teachers Pension Plan Board 0.03% Add +282.0% 22,360 $3.1M
Brooks, Moore & Associates, Inc. 1.97% Add +1.1% 22,339 $3.1M
FIL Ltd 0.00% Add +7.2% 22,288 $3.1M
Highland Capital Management, LLC 0.18% Reduce -9.1% 22,161 $3.0M
Semmax Financial Advisors Inc. 0.91% Reduce -1.8% 23,858 $3.0M
Brookmont Capital Management 1.65% Reduce -1.6% 22,028 $3.0M
Vestcor Inc 0.10% No change 21,880 $3.0M
Carnegie Investment Counsel 0.09% Reduce -3.9% 21,850 $3.0M
Cardinal Capital Management 0.50% Add +1.2% 21,818 $3.0M
Quantbot Technologies LP 0.14% New 21,818 $3.0M
Deane Retirement Strategies, Inc. 1.53% New 21,819 $3.0M
Alta Capital Management LLC/ 0.19% Add +2.2% 21,688 $3.0M
AIA Group Ltd 0.09% Add +44.3% 21,597 $3.0M
Grey Ledge Advisors, LLC 0.80% Add +1.4% 21,383 $2.9M
Paradigm Asset Management Co. LLC 0.81% Add +16.4% 21,324 $2.9M
Vestmark Advisory Solutions, Inc. 0.12% Reduce -5.1% 21,316 $2.9M
BDF-Gestion 0.28% — 21,254 $2.9M
Physicians Financial Services, Inc. 0.95% Add +3.4% 21,246 $2.9M
Skylands Capital, LLC 0.41% Add +8.8% 21,125 $2.9M
Pine Valley Investments Ltd Liability Co 0.21% Add +8.9% 21,013 $2.9M
Woodley Farra Manion Portfolio Management Inc. 0.16% Reduce -16.7% 21,011 $2.9M
Dynamic Technology Lab Private Ltd 0.32% Add +6.7% 20,826 $2.9M
Oakview Capital Management, L.P. 8.92% Reduce -57.2% 20,725 $2.8M
Bowen Hanes & Co. Inc. 0.08% Reduce -3.5% 20,636 $2.8M
Assenagon Asset Management S.A. 0.01% Reduce -91.6% 20,625 $2.8M
Pallas Capital Advisors LLC 0.13% Reduce -33.1% 19,274 $2.8M
Miller Howard Investments Inc. 0.09% Reduce -89.1% 20,367 $2.8M
Truvestments Capital LLC 1.11% Add +3.9% 20,343 $2.8M
Graham Capital Management, L.P. 0.17% New 20,278 $2.8M
Summit Financial, LLC 0.13% Add +93.3% 20,243 $2.8M
Kingsview Wealth Management, LLC 0.07% Reduce -1.5% 20,209 $2.8M
Procyon Advisors, LLC 0.20% Reduce -1.1% 20,204 $2.8M
Providence Capital Advisors, LLC 0.60% Add +2.0% 20,198 $2.8M
Jacobi Capital Management LLC 0.24% Add +15.9% 20,065 $2.7M
Mutual Advisors, LLC 0.08% Add +47.9% 21,341 $2.7M
Perkins Coie Trust Co 0.64% Reduce -0.6% 20,023 $2.7M
Advanced Asset Management Advisors Inc 0.73% No change 20,000 $2.7M
Trilogy Capital Inc. 0.15% Add +9.9% 19,971 $2.7M
Ethic Inc. 0.06% Reduce -5.5% 19,935 $2.7M
Anderson Hoagland & Co. 0.29% No change 20,277 $2.7M
Cary Street Partners Asset Management LLC 0.40% Add +14.0% 19,867 $2.7M
Advisory Alpha, LLC 0.11% Add +0.2% 19,816 $2.7M
United Asset Strategies, Inc. 0.27% Add +3.1% 19,801 $2.7M
Alberta Investment Management Corp 0.03% Reduce -13.2% 19,800 $2.7M
Sepio Capital, LP 0.25% Reduce -12.1% 19,709 $2.7M
ProVise Management Group, LLC 0.23% Add +4.1% 19,695 $2.7M
Keating Investment Counselors Inc. 0.86% Reduce -12.5% 19,627 $2.7M
Wedbush Securities Inc. 0.10% Add +2.9% 19,567 $2.7M
Courier Capital LLC 0.21% Add +1.2% 19,529 $2.7M
SVB Wealth LLC 0.07% Add +4.5% 19,464 $2.7M
Groupama Asset Managment 0.04% Add +76.6% 19,427 $2.7M
Inspire Trust Co, N.A. 0.87% New 19,291 $2.6M
Point72 Hong Kong Ltd 0.16% New 19,226 $2.6M
Laurel Wealth Advisors LLC 0.46% Reduce -8.7% 19,201 $2.6M
TD Private Client Wealth LLC 0.08% Add +4.1% 19,163 $2.6M
JLB & Associates Inc. 0.35% Add +2.9% 19,093 $2.6M
Flputnam Investment Management Co. 0.05% Add +315.5% 19,053 $2.6M
New England Research & Management, Inc. 1.25% Reduce -28.0% 18,968 $2.6M
Millennium Capital Advisors, LLC 1.72% Add +0.9% 18,926 $2.6M
Wright Investors Service Inc. 0.68% Add +1.1% 18,831 $2.6M
Shorepoint Capital Partners LLC 0.60% Add +5.4% 18,831 $2.6M
Coppell Advisory Solutions LLC 0.42% — 18,815 $2.6M
Rockline Wealth Management, LLC 0.79% Add +1.0% 18,782 $2.6M
L. Roy Papp & Associates, LLP 0.31% Reduce -3.8% 18,778 $2.6M
Americana Partners, LLC 0.20% Add +12.3% 18,626 $2.5M
NBT Bank, N.A. 0.18% Reduce -0.7% 18,626 $2.5M
Maltin Wealth Management, Inc. 1.37% Add +0.0% 18,610 $2.5M
Parallel Advisors, LLC 0.07% Reduce -4.6% 18,601 $2.5M
Stamos Capital Partners, L.P. 0.54% Add +10.1% 18,580 $2.5M
Northcape Wealth Management, LLC 0.91% Add +0.0% 18,530 $2.5M
Boomfish Wealth Group, LLC 1.64% Add +0.1% 18,515 $2.5M
NorthCoast Asset Management LLC 0.02% Add +189.3% 18,493 $2.5M
North Star Asset Management Inc. 0.12% Reduce -13.4% 18,485 $2.5M
Quintet Private Bank (Europe) S.A. 0.15% Reduce -28.9% 16,115 $2.5M
Sheets Smith Wealth Management 0.30% Reduce -4.5% 18,428 $2.5M
Fulton Bank, N.A. 0.10% Reduce -6.1% 18,428 $2.5M
SYSTM Wealth Solutions LLC 0.56% Reduce -54.1% 18,348 $2.5M
Palouse Capital Management, Inc. 1.68% Add +37.1% 18,319 $2.5M
Pure Financial Advisors, LLC 0.07% Reduce -0.9% 18,309 $2.5M
Point Windward Advisors Inc. 1.03% New 18,285 $2.5M
Aspire Private Capital, LLC 0.64% Reduce -1.3% 18,182 $2.5M
GHP Investment Advisors, Inc. 0.12% Add +4.4% 18,160 $2.5M
Rodgers Brothers Inc. 0.33% Add +4.3% 17,957 $2.5M
Slagle Financial, LLC 1.26% Add +8.4% 17,932 $2.5M
Marion Wealth Management 0.72% Reduce -0.6% 17,893 $2.4M
Alkeme Wealth, LLC 1.17% Add +11.8% 17,880 $2.4M
Frank, Rimerman Advisors LLC 0.17% Add +6819.8% 17,853 $2.4M
GYL Financial Synergies, LLC 0.19% Add +10.8% 17,728 $2.4M
Florida Trust Wealth Management Co 0.08% Add +52.9% 17,680 $2.4M
Zullo Investment Group, Inc. 1.06% Add +0.5% 17,626 $2.4M
Cordgrass Capital Advisors, LLC 0.76% Add +0.0% 17,618 $2.4M
Tokio Marine Asset Management Co. Ltd. 0.12% Add +3.4% 17,559 $2.4M
Boyar Asset Management Inc. 1.64% Reduce -0.2% 17,505 $2.4M
Wealthfront Advisers LLC 0.01% Reduce -8.2% 17,476 $2.4M
Fort Washington Investment Advisors Inc. 0.02% Reduce -0.5% 17,402 $2.4M
Marks Group Wealth Management, Inc 0.25% Add +33.3% 17,362 $2.4M
Plimoth Trust Co. LLC 0.63% Add +0.3% 17,311 $2.4M
Twin Capital Management Inc. 0.28% New 17,303 $2.4M
Kennon-Green & Company, LLC 2.17% Add +1.8% 17,293 $2.4M
Clearstead Advisors, LLC 0.04% Add +18.6% 17,200 $2.4M
Cypress Capital Group 0.28% Reduce -3.9% 17,192 $2.4M
PYA Waltman Capital, LLC 0.86% Add +7.4% 17,189 $2.4M
Adams Asset Advisors, LLC 0.32% No change 17,185 $2.4M
Trustmark Bank Trust Department 0.19% Reduce -4.6% 17,172 $2.3M
Sculati Wealth Management, LLC 1.00% Add +0.9% 17,006 $2.3M
Hennessy Advisors Inc. 0.09% Reduce -1.7% 17,000 $2.3M
SkyOak Wealth, LLC 0.54% Add +8.1% 16,986 $2.3M
Savoie Capital LLC 0.30% No change 16,928 $2.3M
DHJJ Financial Advisors, Ltd. 0.98% No change 16,905 $2.3M
Miller Investment Management, LP 0.28% No change 16,859 $2.3M
Spinnaker Trust 0.15% Reduce -66.0% 16,823 $2.3M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Add +44.3% 16,801 $2.3M
Headinvest, LLC 0.45% Reduce -47.5% 16,718 $2.3M
Kintegral Advisory, LLC 0.22% Reduce -1.6% 16,691 $2.3M
Park Avenue Securities LLC 0.03% Reduce -6.8% 16,680 $2.3M
Independence Bank of Kentucky 0.61% Add +7.8% 16,679 $2.3M
Cooper Financial Group 0.33% Add +149.7% 16,642 $2.3M
Sunbelt Securities, Inc. 0.23% Add +4.0% 16,630 $2.3M
Cohen Investment Advisors LLC 1.82% Reduce -15.4% 14,522 $2.3M
Redwood Investment Management, LLC 0.20% Add +15.3% 16,492 $2.3M
Wahed Invest LLC 0.45% Add +16.0% 16,444 $2.3M
Redmond Asset Management, LLC 0.73% Add +6.2% 16,304 $2.2M
Greenline Partners, LLC 0.34% Reduce -2.3% 16,333 $2.2M
Investment Management Corp of Ontario 0.06% Add +38.5% 16,176 $2.2M
Diversified Trust Co. 0.06% Add +36.5% 16,157 $2.2M
Caldwell Trust Co 0.24% Add +6.9% 16,137 $2.2M
Versor Investments LP 0.41% Add +502.6% 16,077 $2.2M
Shoker Investment Counsel, Inc. 0.78% Add +5.2% 16,061 $2.2M
Werlinich Asset Management, LLC 1.37% Add +0.4% 16,160 $2.2M
Beacon Investment Advisors LLC 1.12% Add +34.4% 15,974 $2.2M
Vise Technologies, Inc. 0.38% Reduce -33.0% 15,948 $2.2M
Palisade Asset Management, LLC 0.22% Reduce -17.6% 15,847 $2.2M
Pathway Financial Advisers, LLC 0.78% Reduce -1.0% 15,919 $2.2M
Nicholas Hoffman & Company, LLC. 0.10% Add +0.5% 15,837 $2.2M
Am Investment Strategies LLC 0.53% Reduce -0.9% 15,816 $2.2M
United Community Bank 0.87% Reduce -25.2% 15,775 $2.2M
Rehmann Capital Advisory Group 0.15% Reduce -2.9% 15,616 $2.1M
Beverly Hills Private Wealth, LLC 0.46% Reduce -4.6% 15,499 $2.1M
Auxier Asset Management LLC 0.34% Reduce -0.2% 15,482 $2.1M
Tiaa Trust, National Association 0.01% Reduce -5.2% 15,428 $2.1M
Investmark Advisory Group LLC 1.12% Add +3.7% 15,394 $2.1M
Paralel Advisors LLC 0.10% Add +55.6% 15,358 $2.1M
Te Ahumairangi Investment Management Ltd 0.40% Add +18.7% 15,356 $2.1M
Lantz Financial LLC 0.65% Reduce -1.1% 15,313 $2.1M
First Trust Direct Indexing L.P. 0.13% Reduce -7.7% 15,309 $2.1M
Twin Lakes Capital Management, LLC 1.43% Reduce -10.4% 15,290 $2.1M
Orca Investment Management, LLC 2.00% Add +0.4% 15,278 $2.1M
Searle & Co. 0.49% Reduce -0.3% 15,232 $2.1M
KLCM Advisors, Inc. 0.26% Reduce -0.9% 15,162 $2.1M
Exencial Wealth Advisors, LLC 0.08% Reduce -8.9% 15,149 $2.1M
Harbour Investment Management LLC 0.95% Add +0.1% 15,090 $2.1M
Apollon Wealth Management, LLC 0.06% Reduce -14.6% 15,086 $2.1M
Caprock Group, LLC 0.08% Add +23.0% 15,077 $2.1M
Addison Capital Co 0.89% Reduce -0.5% 15,041 $2.1M
Bonness Enterprises Inc. 0.75% No change 14,950 $2.0M
Mitchell & Pahl Private Wealth, LLC 1.08% Add +1.1% 14,929 $2.0M
Trust Co. of Toledo NA 0.29% Reduce -1.8% 14,885 $2.0M
Vaughan Nelson Investment Management, L.P. 0.02% No change 14,880 $2.0M
Prime Capital Investment Advisors, LLC 0.03% Reduce -8.5% 14,824 $2.0M
Silvercrest Asset Management Group LLC 0.01% Add +3.0% 14,810 $2.0M
Charter Research & Investment Group, Inc. 1.59% Reduce -2.7% 14,730 $2.0M
Perpetual Ltd 0.02% Add +75.2% 14,729 $2.0M
Richard Bernstein Advisors LLC 0.04% Add +0.0% 14,593 $2.0M
Towercrest Capital Management 0.33% No change 14,579 $2.0M
Independent Financial Group, LLC 0.08% Add +50.6% 14,571 $2.0M
Equitable Holdings, Inc. 0.02% Add +0.5% 14,549 $2.0M
Weaver C. Barksdale & Associates, Inc. 1.89% Add +71.8% 14,530 $2.0M
Arvest Trust Co. N A 0.12% Reduce -6.8% 14,504 $2.0M
Sterneck Capital Management, LLC 1.12% Add +8.7% 14,397 $2.0M
Horizon Investments, LLC 0.05% Reduce -13.7% 14,359 $2.0M
Ieq Capital, LLC 0.03% Add +11.9% 14,352 $2.0M
Citizens Financial Group Inc. 0.04% Add +6.1% 14,349 $2.0M
Advisory Services & Investments, LLC 1.36% No change 14,339 $2.0M
Foundations Investment Advisors, LLC 0.05% Add +32.0% 14,209 $1.9M
Clear Rock Advisors, LLC 0.83% Add +2.1% 14,157 $1.9M
NorthRock Partners, LLC 0.07% Add +10.4% 14,121 $1.9M
Tradition Wealth Management, LLC 0.19% Reduce -1.8% 14,088 $1.9M
Axq Capital, LP 0.45% New 14,069 $1.9M
Vermillion & White Wealth Management Group, LLC 1.45% Reduce -0.0% 14,067 $1.9M
StoneX Group Inc. 0.15% Reduce -12.5% 13,972 $1.9M
Machina Capital S.A.S. 0.85% New 13,917 $1.9M
Virginia Wealth Management Group, Inc. 1.73% Reduce -0.2% 13,868 $1.9M
Little House Capital LLC 0.59% Add +38.1% 13,845 $1.9M
Corbyn Investment Management Inc. 0.86% Reduce -0.5% 13,698 $1.9M
Portside Wealth Group, LLC 0.36% Reduce -13.3% 13,684 $1.9M
Rockland Trust Co. 0.10% Add +1.2% 13,676 $1.9M
Rossmore Private Capital 0.25% Reduce -2.5% 13,703 $1.9M
Hilltop Holdings Inc. 0.22% Add +2.9% 13,630 $1.9M
Certuity, LLC 0.15% Reduce -1.8% 13,613 $1.9M
BTC Capital Management, Inc. 0.17% Reduce -5.5% 13,612 $1.9M
Waller Financial Planning Group, Inc. 0.50% No change 13,594 $1.9M
Horst & Graben Wealth Management LLC 0.36% Reduce -0.7% 13,591 $1.9M
Herbst Group, LLC 1.13% New 13,590 $1.9M
Ballentine Partners, LLC 0.03% Reduce -7.8% 13,518 $1.8M
WT Wealth Management 0.63% Add +0.6% 13,510 $1.8M
Gries Financial LLC 0.38% Reduce -3.8% 13,508 $1.8M
Concord Wealth Partners 0.32% Add +1.9% 13,443 $1.8M
Stoneridge Investment Partners LLC 0.69% Reduce -4.0% 13,324 $1.8M
Petredis Investment Advisors LLC 0.20% Reduce -1.0% 13,316 $1.8M
Douglass Winthrop Advisors, LLC 0.04% Reduce -1.1% 13,313 $1.8M
Bristlecone Advisors, LLC 0.16% Reduce -0.4% 13,307 $1.8M
Institute for Wealth Management, LLC. 0.24% Add +2.5% 13,274 $1.8M
Confluence Wealth Services, Inc. 0.14% Add +22.3% 13,250 $1.8M
Aull & Monroe Investment Management Corp 0.89% Reduce -1.2% 13,247 $1.8M
Royal Fund Management, LLC 0.24% Reduce -15.8% 13,211 $1.8M
Sigma Planning Corp 0.06% Reduce -6.4% 13,193 $1.8M
Carson Advisory Inc. 1.26% Add +34.1% 13,174 $1.8M
Concentric Capital Strategies, LP 0.11% New 13,168 $1.8M
Moors & Cabot, Inc. 0.10% Reduce -7.0% 13,162 $1.8M
Balyasny Asset Management L.P. 0.00% New 13,130 $1.8M
V-Square Quantitative Management LLC 0.29% Add +8.7% 13,126 $1.8M
Forte Capital LLC 0.22% Reduce -1.9% 13,046 $1.8M
Atlanta Consulting Group Advisors, LLC 0.38% No change 13,017 $1.8M
Cypress Capital, LLC 0.49% Add +1.3% 13,012 $1.8M
Park National Corp. 0.07% Reduce -10.0% 12,971 $1.8M
Global Retirement Partners, LLC 0.06% Add +21.8% 12,955 $1.8M
Loudon Investment Management, LLC 1.04% Add +15.2% 12,905 $1.8M
Alerus Financial NA 0.13% New 12,892 $1.8M
Leonteq Securities AG 0.24% Add +183.6% 12,869 $1.8M
Convergence Investment Partners, LLC 0.51% Add +114.9% 12,865 $1.8M
Excalibur Management Corp. 0.72% Add +5.3% 12,826 $1.8M
Sage Mountain Advisors LLC 0.16% Reduce -0.4% 12,805 $1.8M
Wolverine Trading, LLC 0.03% New 12,757 $1.7M
OneDigital Investment Advisors LLC 0.02% Add +9.4% 12,753 $1.7M
Mission Wealth Management, LP 0.05% Reduce -5.8% 12,730 $1.7M
Central Pacific Bank - Trust Division 0.22% Reduce -4.9% 12,624 $1.7M
ARK Investment Management 0.02% Reduce -4.1% 12,618 $1.7M
Cordatus Wealth Management LLC 0.65% New 12,606 $1.7M
Mill Capital Management, LLC 0.14% Reduce -10.6% 12,600 $1.7M
Vident Advisory, LLC 0.05% Add +91.0% 12,599 $1.7M
MWA Asset Management 1.23% Reduce -4.2% 12,577 $1.7M
Banco Santander, S.A. 0.02% Add +2.3% 12,517 $1.7M
Brighton Jones LLC 0.06% Add +8.7% 12,468 $1.7M
Garner Asset Management Corp 0.63% Add +28.1% 12,452 $1.7M
Spire Wealth Management 0.06% Add +6.2% 12,385 $1.7M
Mesirow Financial Investment Management, Inc. 0.04% Reduce -2.2% 12,357 $1.7M
Mengis Capital Management, Inc. 0.34% Reduce -1.4% 12,341 $1.7M
Diversify Wealth Management, LLC 0.21% — 13,399 $1.7M
Roundview Capital LLC 0.13% Reduce -30.3% 12,328 $1.7M
Level Four Advisory Services, LLC 0.08% Add +14.4% 12,328 $1.7M
MUFG Securities EMEA plc 0.08% New 12,299 $1.7M
Auto-Owners Insurance Co 0.04% No change 12,300 $1.7M
Concord Asset Management, LLC 0.42% Add +12.3% 12,289 $1.7M
Banque Pictet & Cie SA 0.02% Reduce -16.4% 12,268 $1.7M
Hunter Associates Investment Management LLC 0.28% Reduce -4.3% 12,268 $1.7M
Laird Norton Wetherby Wealth Management, LLC 0.08% Reduce -8.4% 12,253 $1.7M
Farther Finance Advisors, LLC 0.08% Add +26.4% 12,324 $1.7M
Summit X, LLC 0.38% Add +23.5% 12,183 $1.7M
L.M. Kohn & Company 0.45% Reduce -4.0% 12,118 $1.7M
Optimum Investment Advisors 0.74% Reduce -0.7% 12,084 $1.7M
Slow Capital, Inc. 0.27% Reduce -1.9% 12,075 $1.7M
PFG Investments, LLC 0.12% Add +10.2% 12,045 $1.6M
CENTRAL TRUST Co 0.04% Reduce -5.5% 12,030 $1.6M
Stone Summit Wealth LLC 0.59% Reduce -4.9% 12,004 $1.6M
Strengthening Families & Communities, LLC 0.47% New 11,965 $1.6M
Carmel Capital Partners, LLC 0.69% Add +48.3% 11,959 $1.6M
Stevens Capital Management LP 0.55% New 11,953 $1.6M
RFG Advisory, LLC 0.05% Add +84.6% 11,921 $1.6M
Sumitomo Life Insurance Co. 0.04% Reduce -11.3% 11,891 $1.6M
First National Advisers, LLC 0.30% Add +8.8% 11,862 $1.6M
Davis R M Inc. 0.03% Add +4.3% 11,838 $1.6M
CreativeOne Wealth, LLC 0.08% Reduce -12.1% 11,812 $1.6M
Gifford Fong Associates 0.43% No change 11,800 $1.6M
Legacy Advisors, LLC 0.20% Reduce -6.5% 11,800 $1.6M
Kerusso Capital Management LLC 1.17% — 11,783 $1.6M
Montag A & Associates Inc. 0.08% Add +0.8% 11,727 $1.6M
Independent Solutions Wealth Management, LLC 0.37% Add +3.8% 11,707 $1.6M
Occudo Quantitative Strategies LP 0.28% Reduce -34.3% 11,703 $1.6M
Mgo One Seven LLC 0.08% Reduce -9.9% 11,689 $1.6M
IHT Wealth Management, LLC 0.06% Reduce -4.7% 11,685 $1.6M
Ridgewood Investments LLC 0.80% Add +27.1% 11,643 $1.6M
Arvest Investments, Inc. 0.25% Reduce -4.0% 11,549 $1.6M
Wealth Management Partners, LLC 0.77% Add +14.1% 11,525 $1.6M
Profund Advisors LLC 0.06% Reduce -0.6% 11,446 $1.6M
Pinnacle Wealth Management Group, Inc. 1.06% Add +0.5% 11,429 $1.6M
Sandy Spring Bank 0.07% Reduce -3.3% 11,392 $1.6M
Quilter Plc 0.03% No change 11,338 $1.6M
Harbour Investments, Inc. 0.05% Add +10.1% 11,317 $1.5M
Nemes Rush Group LLC 0.21% Add +0.1% 11,309 $1.5M
Coldstream Capital Management Inc. 0.04% Reduce -7.9% 11,285 $1.5M
Arete Wealth Advisors, LLC 0.13% Reduce -30.1% 11,282 $1.5M
Bradley Foster & Sargent Inc. 0.03% Reduce -2.5% 11,242 $1.5M
Hudson Canyon Capital Management 1.04% Add +7.2% 11,230 $1.5M
Hedges Asset Management LLC 1.10% No change 11,200 $1.5M
Northeast Financial Consultants Inc 0.07% Reduce -13.7% 11,179 $1.5M
Guidance Capital, Inc. 0.50% Add +6.3% 11,648 $1.5M
Capital International, Inc. 0.02% Add +23.3% 11,089 $1.5M
Inceptionr LLC 0.43% Add +147.1% 11,027 $1.5M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.59% Reduce -1.1% 11,666 $1.5M
City Holding Co. 0.22% Reduce -10.5% 10,965 $1.5M
Wimmer Associates 1, LLC 0.77% Reduce -1.7% 10,959 $1.5M
Argent Advisors, Inc. 0.59% Add +9.0% 10,833 $1.5M
Resonant Capital Advisors, LLC 0.12% Add +4.7% 10,801 $1.5M
Ables, Iannone, Moore & Associates, Inc. 0.98% Add +27.5% 10,777 $1.5M
Fortis Advisors, LLC 1.04% Reduce -33.8% 10,763 $1.5M
Centiva Capital, LP 0.07% New 10,724 $1.5M
Meeder Advisory Services, Inc. 0.10% Add +19.6% 10,715 $1.5M
Mechanics Bank Trust Department 0.21% Reduce -9.2% 10,714 $1.5M
Steel Grove Capital Advisors, LLC 0.20% Reduce -6.9% 10,663 $1.5M
First Nebraska Trust Co 0.15% Add +193.0% 10,632 $1.5M
SouthState Bank Corp 0.11% Reduce -5.6% 10,583 $1.4M
Hennion & Walsh Asset Management, Inc. 0.07% Reduce -24.8% 10,539 $1.4M
Twin City Private Wealth, LLC 1.36% Add +4.1% 10,525 $1.4M
Heritage Wealth Management, Inc. 0.48% — 10,559 $1.4M
Avitas Wealth Management LLC 0.21% Reduce -42.5% 10,513 $1.4M
Hussman Strategic Advisors, Inc. 0.40% No change 10,500 $1.4M
Beacon Financial Advisory LLC 0.53% New 10,448 $1.4M
McKinley Carter Wealth Services, Inc. 0.09% Add +6.5% 10,404 $1.4M
Integrated Advisors Network LLC 0.07% Reduce -4.6% 10,384 $1.4M
Pensionfund Sabic 0.42% No change 10,300 $1.4M
Mitchell Sinkler & Starr 0.36% Reduce -6.3% 9,730 $1.4M
Cim, LLC 0.21% Add +11.5% 11,032 $1.4M
Old Port Advisors 0.42% Add +1.6% 10,267 $1.4M
PFC Capital Group, Inc. 0.70% Reduce -15.6% 10,270 $1.4M
Jefferies Financial Group Inc. 0.03% Reduce -50.6% 10,259 $1.4M
AMG National Trust Bank 0.04% Add +6.7% 10,210 $1.4M
Brown Miller Wealth Management, LLC 0.58% Add +8.1% 10,159 $1.4M
Matrix Trust Co 0.31% Add +3.0% 10,137 $1.4M
Cullen Investment Group, LTD. 0.22% Add +1.9% 10,109 $1.4M
Intrua Financial, LLC 0.22% Reduce -5.7% 10,065 $1.4M
GC Wealth Management RIA, LLC 0.27% Reduce -4.7% 10,034 $1.4M
Cora Capital Advisors LLC 0.71% Add +0.2% 10,009 $1.4M
Pinnacle Wealth Management Advisory Group, LLC 0.14% Reduce -25.4% 10,003 $1.4M
American Assets Investment Management, LLC 0.13% No change 10,000 $1.4M
Modus Advisors, LLC 0.48% Reduce -2.9% 9,969 $1.4M
Valley National Advisers Inc. 0.20% Reduce -1.4% 9,953 $1.4M
King Luther Capital Management Corp. 0.01% Reduce -37.0% 9,926 $1.4M
SageView Advisory Group, LLC 0.08% Add +475.6% 9,917 $1.4M
Blueshift Asset Management, LLC 0.45% Reduce -8.1% 9,852 $1.3M
Paloma Partners Management Co 0.15% Reduce -66.7% 9,850 $1.3M
Insigneo Advisory Services, LLC 0.15% Reduce -3.4% 10,687 $1.3M
World Investment Advisors 0.08% Add +47.7% 9,839 $1.3M
Clean Yield Group 0.50% Add +25.0% 9,754 $1.3M
Godshalk Welsh Capital Management, Inc. 0.89% No change 9,737 $1.3M
Greenleaf Trust 0.01% Reduce -20.4% 9,706 $1.3M
Moneywise, Inc. 0.70% No change 9,688 $1.3M
Harvest Investment Advisors, LLC 0.98% Add +0.4% 9,675 $1.3M
Lanark Financial, Inc. 0.12% Reduce -1.1% 9,671 $1.3M
Neville Rodie & Shaw Inc. 0.10% Reduce -3.5% 9,635 $1.3M
Goldstone Financial Group, LLC 0.26% Add +48.9% 9,629 $1.3M
Access Financial Services, Inc. 0.60% Reduce -0.2% 9,582 $1.3M
Strategic Advisors LLC 0.25% Reduce -16.1% 9,581 $1.3M
Capital Advisors Inc. 0.03% Reduce -5.4% 9,545 $1.3M
ForthRight Wealth Management, LLC 0.47% Add +0.0% 9,535 $1.3M
Aptus Capital Advisors, LLC 0.02% Add +7.3% 9,509 $1.3M
Accordant Advisory Group Inc 1.26% Add +3.7% 9,476 $1.3M
Aberdeen Wealth Management LLC 0.87% Reduce -4.2% 9,371 $1.3M
Midland Wealth Advisors, LLC 0.08% Reduce -5.2% 9,359 $1.3M
Van Hulzen Asset Management, LLC 0.09% Reduce -1.6% 9,345 $1.3M
Moody National Bank Trust Division 0.10% Add +1.9% 9,291 $1.3M
BlueChip Wealth Advisors LLC 0.75% New 9,250 $1.3M
Corundum Group, Inc. 0.49% Add +26.5% 9,249 $1.3M
Court Place Advisors, LLC 0.40% Reduce -1.3% 9,228 $1.3M
Stiles Financial Services Inc 0.49% Add +9.1% 9,223 $1.3M
Ascension Asset Management LLC 0.66% Reduce -3.2% 9,208 $1.3M
Whittier Trust Co. of Nevada Inc. 0.04% Reduce -24.8% 9,198 $1.3M
Fiduciary Group, LLC 0.13% Add +26.1% 9,095 $1.2M
Mirabaud Asset Management Ltd 0.57% Add +0.1% 9,036 $1.2M
Ossiam 0.02% Reduce -40.9% 9,026 $1.2M
Galvin, Gaustad & Stein, LLC 0.12% Add +3.3% 9,023 $1.2M
SOA Wealth Advisors, LLC. 0.25% Reduce -0.5% 8,980 $1.2M
Venturi Wealth Management, LLC 0.07% Add +23.4% 8,976 $1.2M
Longfellow Investment Management Co. LLC 0.31% Add +13.4% 8,956 $1.2M
Voya Financial Advisors, Inc. 0.14% Add +3.2% 8,959 $1.2M
Canandaigua National Bank & Trust Co. 0.13% Reduce -3.0% 8,822 $1.2M
Essex Financial Services, Inc. 0.09% Add +69.4% 9,541 $1.2M
Applied Capital LLC 1.05% Add +2.3% 8,784 $1.2M
Focus Partners Advisor Solutions, LLC 0.03% Add +0.2% 8,732 $1.2M
Cornerstone Wealth Management, LLC 0.09% Add +1.8% 8,690 $1.2M
Parsons Capital Management Inc. 0.08% Reduce -8.2% 8,678 $1.2M
Legacy Financial Advisors, Inc. 0.21% Add +36.4% 8,643 $1.2M
LS Investment Advisors, LLC 0.18% Add +14.0% 8,595 $1.2M
Capital Investment Advisory Services, LLC 0.12% Add +1.2% 8,553 $1.2M
Capital Wealth Planning, LLC 0.01% Reduce -28.3% 8,531 $1.2M
B&D White Capital Company, LLC 0.24% Reduce -28.0% 8,500 $1.2M
Pacific Global Investment Management Co. 0.22% Reduce -0.1% 8,491 $1.2M
Advance Capital Management, Inc. 0.06% No change 8,490 $1.2M
Johnson Financial Group, Inc. 0.06% Add +24.6% 8,486 $1.2M
First Bank & Trust 0.24% Reduce -9.3% 8,444 $1.2M
Sherbrooke Park Advisers LLC 0.20% New 8,419 $1.2M
Beese Fulmer Investment Management, Inc. 0.10% Reduce -1.1% 8,389 $1.1M
AlphaQuest LLC 0.16% New 8,388 $1.1M
SPC Financial, Inc. 0.11% Reduce -0.3% 8,376 $1.1M
Western Wealth Management, LLC 0.09% Add +6.0% 8,368 $1.1M
Eisler Capital (US) LLC 0.22% New 8,356 $1.1M
Fiduciary Trust Co 0.02% Add +5.5% 8,356 $1.1M
Bryn Mawr Trust Advisors, LLC 0.06% Reduce -9.6% 8,317 $1.1M
Jump Financial, LLC 0.02% Reduce -15.0% 8,266 $1.1M
Regal Investment Advisors LLC 0.07% Reduce -0.2% 8,209 $1.1M
R.H. Dinel Investment Counsel, Inc. 0.72% Reduce -13.3% 8,175 $1.1M
MSH Capital Advisors LLC 0.37% Add +1.6% 8,167 $1.1M
Schechter Investment Advisors, LLC 0.08% Add +34.2% 8,129 $1.1M
Hexagon Capital Partners LLC 0.24% Reduce -12.0% 8,046 $1.1M
Keystone Financial Group 0.40% Reduce -0.7% 8,044 $1.1M
CFS Investment Advisory Services, LLC 0.09% New 8,029 $1.1M
Klein Pavlis & Peasley Financial, Inc. 0.98% Add +44.4% 8,025 $1.1M
Supplemental Annuity Collective Trust of NJ 0.34% No change 8,000 $1.1M
CRA Financial Services, LLC 0.22% Reduce -2.7% 7,961 $1.1M
Trust Co. of Vermont 0.06% Reduce -4.8% 7,940 $1.1M
Cedrus LLC 0.54% Add +0.8% 7,897 $1.1M
Strategic Blueprint, LLC 0.07% Add +1.4% 7,894 $1.1M
Silvant Capital Management LLC 0.05% No change 7,893 $1.1M
Robertson Stephens Wealth Management, LLC 0.06% Reduce -8.3% 7,893 $1.1M
Norway Savings Bank 0.62% Reduce -3.6% 7,887 $1.1M
Bigelow Investment Advisors, LLC 0.51% Reduce -1.5% 7,873 $1.1M
Probity Advisors, Inc. 0.22% Add +9.8% 7,871 $1.1M
Ameritas Investment Partners, Inc. 0.04% Reduce -1.8% 7,867 $1.1M
Moloney Securities Asset Management, LLC 0.16% Add +4.9% 7,865 $1.1M
Wealth Group, Ltd. 0.77% Reduce -4.7% 7,850 $1.1M
Oxford Asset Management LLP 1.07% Add +70.9% 7,841 $1.1M
IFP Advisors, Inc 0.04% Reduce -28.8% 5,081 $1.1M
Amplius Wealth Advisors, LLC 0.12% Reduce -1.8% 7,839 $1.1M
Dakota Wealth Management 0.03% Reduce -7.1% 7,780 $1.1M
Icon Wealth Advisors, LLC 0.09% Reduce -57.7% 8,125 $1.1M
Blue Trust, Inc. 0.01% Add +12.9% 7,109 $1.1M
First Citizens Bank & Trust Co. 0.02% Add +3.5% 7,716 $1.1M
Crescent Grove Advisors, LLC 0.12% New 7,668 $1.0M
OV Management LLC 0.73% Add +1.8% 7,633 $1.0M
Harbour Trust & Investment Management Co 0.12% Reduce -1.8% 7,559 $1.0M
TCV Trust & Wealth Management, Inc. 0.10% Reduce -1.4% 7,537 $1.0M
Forvis Mazars Wealth Advisors, LLC 0.03% Reduce -8.3% 7,523 $1.0M
TFG Advisers LLC 0.40% Reduce -1.0% 7,488 $1.0M
Westover Capital Advisors, LLC 0.26% Reduce -5.4% 7,464 $1.0M
Pittenger & Anderson Inc. 0.04% Reduce -8.1% 7,449 $1.0M
Eldridge Investment Advisors, Inc. 0.26% Add +0.1% 7,435 $1.0M
TrinityPoint Wealth, LLC 0.16% Reduce -4.1% 7,434 $1.0M
Cigna Investments Inc. 0.19% Reduce -3.2% 7,433 $1.0M
Bollard Group LLC 0.03% Add +1.2% 7,402 $1.0M
Arden Trust Co 0.14% Add +3.8% 7,401 $1.0M
Intellectus Partners, LLC 0.28% Add +9.0% 7,375 $1.0M
Arnhold LLC 0.11% No change 7,370 $1.0M
Private Wealth Strategies, L.L.C. 0.20% Add +1.3% 7,366 $1.0M
Taylor Hoffman Wealth Management 0.41% No change 7,403 $1.0M
Raleigh Capital Management Inc. 0.43% Reduce -7.4% 7,329 $1.0M
Csenge Advisory Group 0.06% Reduce -5.9% 7,323 $1.0M
Stableford Capital II LLC 0.39% Add +1.0% 6,770 $998K
Kenora Financial, LLC 0.42% Reduce -0.8% 7,285 $997K
Harrington Investments, INC 0.56% Reduce -1.1% 7,278 $996K
Noble Family Wealth, LLC 0.29% Add +3.5% 7,275 $996K
Nations Financial Group Inc, /Ia/ 0.08% Add +0.9% 7,233 $990K
Private Trust Co. NA 0.11% Add +10.9% 7,181 $983K
Old National Bancorp 0.02% Reduce -25.4% 7,176 $982K
Transamerica Financial Advisors, LLC 0.10% No change 7,170 $982K
Impact Partnership Wealth, LLC 0.26% Add +19.7% 7,163 $980K
Old Second National Bank of Aurora 0.25% Reduce -0.5% 7,094 $971K
Clark Capital Management Group, Inc. 0.01% Reduce -0.8% 7,090 $970K
Alpha DNA Investment Management LLC 0.55% Add +6.8% 7,069 $967K
Group One Trading LLC 0.03% Add +59.4% 7,065 $967K
Cladis Investment Advisory, LLC 0.70% Add +2.4% 7,056 $966K
Axiom Advisory, LLC 0.01% New 6,726 $963K
Comprehensive Financial Consultants Institutional, Inc. 0.38% Add +19.8% 7,030 $962K
Formidable Asset Management, LLC 0.16% Reduce -0.2% 7,019 $961K
Lazard Asset Management LLC 0.00% Reduce -1.3% 7,022 $960K
Hartford Financial Management Inc. 0.21% No change 7,000 $958K
Belmont Capital, LLC 0.18% Add +699900.0% 7,000 $958K
Fifth Third Wealth Advisors LLC 0.07% New 6,964 $953K
Colonial Trust Co / SC 0.17% Add +4.5% 6,951 $951K
Howland Capital Management LLC 0.05% Reduce -5.5% 6,938 $949K
Lincoln Capital LLC 0.21% Reduce -4.2% 6,932 $949K
Alpha Omega Wealth Management LLC 0.18% Add +1.5% 6,913 $946K
Beacon Investment Advisory Services, Inc. 0.04% Reduce -11.6% 6,849 $937K
WASHINGTON TRUST Co 0.03% Reduce -1.3% 6,829 $935K
Cannell & Spears LLC 0.02% Reduce -2.5% 6,780 $928K
Easterly Investment Partners LLC 0.08% New 6,774 $927K
Marino, Stram & Associates LLC 0.23% Add +1.8% 6,771 $927K
Alan B Lancz & Associates, Inc. 0.92% — 6,770 $926K
Bluespring Wealth Management, LLC 0.10% Reduce -0.0% 6,769 $926K
Diligent Investors, LLC 0.23% Add +0.5% 6,764 $926K
Investors Asset Management of Georgia Inc. /Ga/ 0.45% Add +12.2% 6,728 $921K
Realta Investment Advisors 0.18% Reduce -1.5% 6,701 $917K
AIMZ Investment Advisors, LLC 0.33% Reduce -1.1% 6,675 $913K
Patriot Financial Group Insurance Agency, LLC 0.13% Add +35.1% 6,674 $913K
Castlekeep Investment Advisors LLC 0.70% Reduce -0.3% 6,673 $913K
Brown Capital Management LLC 0.02% Add +5.5% 6,656 $911K
Trust Investment Advisors 0.58% Add +2.9% 6,615 $905K
Kings Path Partners LLC 0.43% — 6,605 $904K
High Net Worth Advisory Group LLC 0.27% Reduce -10.2% 6,596 $903K
Nomura Holdings Inc. 0.01% New 6,584 $901K
Access Investment Management LLC 0.29% Add +28.8% 6,570 $899K
Essex Bank 0.24% Reduce -9.1% 6,520 $892K
Gleason Group, Inc. 0.18% Add +1.2% 6,496 $889K
Rothschild Investment LLC 0.06% Add +3.9% 6,470 $885K
Lakewood Asset Management LLC 0.62% Reduce -1.8% 6,455 $883K
Granite Investment Partners, LLC 0.04% Reduce -38.4% 6,446 $882K
Aviance Capital Partners, LLC 0.13% Add +0.8% 6,445 $882K
Intrust Bank NA 0.09% Reduce -18.8% 6,421 $879K
First County Bank 0.45% Reduce -8.5% 6,398 $876K
Family Asset Management, LLC 0.56% Add +1.2% 6,379 $873K
Constitution Capital LLC 0.45% No change 6,264 $857K
Compass Wealth Management LLC 0.21% Reduce -9.7% 6,235 $853K
Berkeley Capital Partners, LLC 0.26% Add +4.5% 6,188 $847K
First Horizon Advisors, Inc. 0.03% Add +5.1% 6,181 $846K
Ingalls & Snyder LLC 0.04% Reduce -5.8% 6,151 $842K
Barden Capital Management, Inc. 0.79% Add +5.7% 6,121 $837K
HUB Investment Partners, LLC 0.04% Reduce -34.4% 6,107 $836K
Archford Capital Strategies, LLC 0.14% Add +1.7% 6,102 $835K
Abbrea Capital, LLC 0.11% Reduce -4.0% 6,084 $833K
First United Bank & Trust 0.31% Reduce -2.8% 6,070 $831K
Principle Wealth Partners LLC 0.06% Add +28.4% 6,065 $830K
Acropolis Investment Management, LLC 0.05% Add +21.3% 6,063 $830K
Stratos Investment Management, LLC 0.07% Reduce -0.7% 6,059 $829K
Affinity Wealth Management LLC 0.15% No change 6,046 $827K
Tradewinds Capital Management, LLC 0.24% No change 6,035 $826K
Virtu Financial LLC 0.06% Reduce -84.6% 6,022 $824K
Capital Square, LLC 0.54% Add +2.1% 5,674 $824K
DeDora Capital, Inc. 0.25% Add +2.1% 6,008 $822K
Benjamin Edwards Inc. 0.16% Add +0.0% 5,988 $819K
Modern Wealth Management, LLC 0.06% New 5,978 $818K
Hilltop Partners LLC 0.30% Add +7.8% 5,962 $816K
Berkshire Asset Management LLC 0.04% Add +10.3% 5,946 $814K
Boston Financial Mangement LLC 0.03% Add +1.3% 5,940 $813K
Mendel Money Management 0.38% Reduce -5.1% 5,893 $806K
Palisade Capital Management, LP 0.02% New 5,880 $805K
Schnieders Capital Management LLC 0.16% Add +0.3% 5,871 $803K
SeaCrest Wealth Management, LLC 0.09% Reduce -11.6% 5,866 $803K
Symmetry Partners, LLC 0.04% Reduce -26.9% 5,830 $798K
Precedent Wealth Partners, LLC 0.32% Add +12.2% 5,829 $798K
Massachusetts Wealth Management 0.53% No change 5,790 $792K
Investors Research Corp 0.19% No change 5,789 $792K
Wealth Quarterback LLC 0.45% Add +24.9% 5,771 $790K
Kingswood Wealth Advisors, LLC 0.07% Reduce -0.2% 5,769 $790K
Bangor Savings Bank 0.08% Add +5.5% 5,748 $787K
SevenBridge Financial Group, LLC 0.17% Reduce -2.2% 6,314 $786K
Concourse Financial Group Securities, Inc. 0.05% Add +0.2% 5,736 $785K
WINTON GROUP Ltd 0.05% Reduce -77.9% 5,680 $777K
Pinnacle West Asset Management, Inc. 0.60% Add +3.9% 5,650 $773K
Harbor Investment Advisory, LLC 0.08% Add +0.2% 5,642 $772K
1ST Source Bank 0.05% Reduce -8.1% 5,639 $772K
Checchi Capital Advisers, LLC 0.06% Reduce -15.2% 5,623 $770K
Legacy Capital Wealth Partners, LLC 0.20% Add +9.5% 5,619 $769K
Joel Isaacson & Co., LLC 0.04% Add +6.3% 5,561 $761K
Freestone Capital Holdings, LLC 0.03% Reduce -24.7% 5,561 $761K
Main Street Financial Solutions, LLC 0.07% Reduce -8.0% 5,517 $755K
Focus Financial Network, Inc. 0.03% Reduce -2.4% 5,068 $747K
Summit Trail Advisors, LLC 0.02% Reduce -14.8% 5,441 $745K
Gladstone Institutional Advisory LLC 0.04% Reduce -6.2% 5,432 $743K
Panagora Asset Management Inc. 0.00% Reduce -31.6% 5,426 $743K
Fortem Financial Group, LLC 0.32% Reduce -10.8% 5,413 $741K
Patriot Investment Management Group, Inc. 0.06% Reduce -3.9% 5,408 $740K
GAMMA Investing LLC 0.10% Add +64.3% 5,394 $738K
Transcend Capital Advisors, LLC 0.05% Reduce -1.1% 5,372 $735K
Choate Investment Advisors 0.02% Reduce -8.9% 5,372 $735K
Mayflower Financial Advisors, LLC 0.12% Reduce -12.5% 5,351 $732K
Sound View Wealth Advisors Group, LLC 0.08% Add +13.0% 5,338 $731K
Hutner Capital Management Inc. 0.40% Reduce -3.3% 5,325 $729K
Syon Capital LLC 0.07% Reduce -18.5% 5,320 $728K
Kanawha Capital Management LLC 0.06% Add +30.7% 5,313 $727K
W.G. Shaheen & Associates DBA Whitney & Co 0.08% Add +29.4% 5,310 $727K
Northstar Group, Inc. 0.14% Reduce -9.1% 5,283 $723K
Emerald Advisors, LLC 0.11% Add +39.8% 5,278 $722K
Bank of Hawaii 0.03% Reduce -4.2% 5,274 $722K
SC&H Financial Advisors, Inc. 0.18% Add +3.1% 5,271 $721K
Pettyjohn, Wood & White, Inc. 0.14% Reduce -6.9% 5,255 $719K
AlphaStar Capital Management, LLC 0.07% New 5,241 $717K
Centaurus Financial, Inc. 0.05% Reduce -6.1% 5,236 $717K
IFG Advisory, LLC 0.05% New 5,228 $715K
Boyd Watterson Asset Management LLC 0.21% No change 5,226 $715K
Garda Capital Partners LP 0.38% New 5,210 $713K
Cetera Trust Company, N.A 0.45% Reduce -1.2% 5,209 $713K
Eagle Bluffs Wealth Management LLC 0.41% Add +4.1% 5,208 $713K
MQS Management LLC 0.43% Add +35.0% 5,199 $711K
Winthrop Advisory Group LLC 0.10% Add +121.3% 5,186 $710K
CTC Alternative Strategies, Ltd. 0.30% New 5,182 $709K
Nicolet Advisory Services, LLC 0.07% Reduce -2.5% 5,212 $707K
Norden Group LLC 0.14% Reduce -10.6% 5,148 $705K
LVW Advisors, LLC 0.10% Reduce -50.6% 5,143 $704K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 4,750 $700K
Weaver Capital Management LLC 0.23% Reduce -42.0% 5,104 $698K
Community Trust & Investment Co. 0.05% No change 5,101 $698K
Ar Asset Management Inc. 0.17% No change 5,100 $698K
Wealthspire Advisors, LLC 0.01% Reduce -1.8% 5,075 $695K
Blackston Financial Advisory Group, LLC 0.39% Add +1.4% 5,068 $694K
Chicago Capital, LLC 0.02% No change 5,061 $693K
Founders Financial Alliance, LLC 0.21% Add +2.2% 5,053 $691K
Belpointe Asset Management LLC 0.05% Reduce -21.6% 5,040 $690K
Ascentis Independent Advisors 0.14% — 5,033 $689K
Founders Financial Securities LLC 0.07% Reduce -31.1% 5,028 $688K
Wrapmanager Inc. 0.19% Reduce -20.0% 5,023 $687K
CPR Investments Inc. 0.57% No change 5,000 $684K
First Financial Bank - Trust Division 0.07% Reduce -18.2% 4,991 $683K
Studio Investment Management LLC 0.16% Add +18.2% 4,988 $683K
Raab & Moskowitz Asset Management LLC 0.19% Add +0.1% 4,986 $682K
VeraBank, N.A. 0.21% Reduce -2.0% 4,977 $681K
Patrick M Sweeney & Associates, Inc. 0.55% Add +0.0% 4,967 $680K
Hapanowicz & Associates Financial Services, Inc 0.39% No change 4,964 $679K
Morningstar Investment Management LLC 0.07% No change 4,959 $679K
Gallagher Fiduciary Advisors, LLC 0.15% Add +14.4% 4,939 $676K
Astoria Portfolio Advisors LLC. 0.24% Add +4.5% 4,933 $675K
Valmark Advisers, Inc. 0.01% Reduce -1.6% 4,924 $674K
Taylor Financial Group, Inc. 0.52% No change 4,923 $674K
Patrick Mauro Investment Advisor, INC. 0.39% Reduce -6.2% 4,915 $673K
Conning Inc. 0.03% Reduce -72.7% 4,912 $672K
Capital Asset Advisory Services LLC 0.04% Reduce -6.5% 4,994 $671K
Wealth Alliance, LLC 0.09% Reduce -55.2% 4,895 $670K
Keudell/Morrison Wealth Management 0.20% Reduce -16.5% 4,884 $668K
Fourpath Capital Management, LLC 0.49% Reduce -15.4% 4,884 $668K
Westpac Banking Corp. 0.05% Reduce -8.3% 4,859 $665K
Advisors Management Group Inc. 0.17% Add +1.5% 4,832 $661K
Smartleaf Asset Management LLC 0.11% Add +12.2% 4,851 $659K
JT Stratford LLC 0.12% Reduce -9.7% 4,815 $659K
Lake Street Advisors Group, LLC 0.03% Reduce -7.2% 4,810 $658K
Solitude Financial Services 0.31% No change 4,800 $657K
Tyche Wealth Partners LLC 0.16% Reduce -11.2% 4,764 $652K
Wilson & Boucher Capital Management, LLC 0.50% Reduce -5.1% 4,761 $652K
Capital Analysts, LLC 0.03% Add +23.6% 4,749 $650K
McAdam, LLC 0.04% No change 4,731 $647K
Buttonwood Financial Advisors Inc. 0.31% Reduce -0.1% 4,724 $647K
Annex Advisory Services, LLC 0.02% Add +0.3% 4,709 $644K
Southeast Asset Advisors, LLC 0.08% Reduce -0.8% 4,705 $644K
Quadcap Wealth Management, LLC 0.12% Reduce -44.8% 4,698 $643K
Traynor Capital Management, Inc. 0.05% Reduce -17.9% 4,698 $643K
LifeGuide Financial Advisors, LLC 0.31% Add +0.2% 4,697 $643K
Fernwood Investment Management, LLC 0.20% No change 4,663 $638K
apricus wealth, LLC 0.46% Reduce -0.9% 4,661 $638K
Simon Quick Advisors, LLC 0.04% Add +5.9% 4,656 $637K
Equitable Trust Co. 0.04% Add +129.8% 4,656 $637K
CHICAGO TRUST Co NA 0.13% Reduce -14.1% 4,649 $636K
Freedom Investment Management, Inc. 0.05% Reduce -48.5% 4,647 $636K
Compound Planning, Inc. 0.05% Add +4.8% 4,625 $633K
City State Bank 0.26% No change 4,620 $632K
ZWJ Investment Counsel Inc. 0.03% Add +0.1% 4,619 $632K
Community Bank & Trust, Waco, Texas 0.16% Reduce -1.3% 4,603 $630K
Cidel Asset Management Inc. 0.05% Add +17.2% 4,577 $626K
Burford Brothers, Inc. 0.36% Add +17.7% 4,560 $624K
Agf Management Ltd. 0.00% New 4,543 $622K
Geneos Wealth Management Inc. 0.03% Reduce -1.0% 4,503 $616K
Buck Wealth Strategies, LLC 0.18% Reduce -89.8% 4,470 $612K
Smith, Moore & Co. 0.06% Reduce -4.7% 4,455 $610K
WestHill Financial Advisors, Inc. 0.15% Add +0.0% 4,451 $609K
Allred Capital Management, LLC 0.23% Reduce -0.1% 4,444 $608K
Oakworth Capital, Inc. 0.04% Add +10.5% 4,436 $607K
Donoghue Forlines LLC 0.17% Add +4.4% 4,433 $607K
Quadrant Capital Group LLC 0.04% Reduce -16.0% 4,407 $603K
Tradewinds, LLC. 0.19% New 4,406 $603K
Cohen Capital Management, Inc. 0.10% Add +0.1% 4,405 $603K
Peoples Financial Services Corp. 0.27% Reduce -10.9% 4,386 $600K
Verity Asset Management, Inc. 0.24% Add +104.7% 4,380 $599K
Thoroughbred Financial Services, LLC 0.04% Add +106.1% 4,363 $597K
Geller Advisors LLC 0.04% No change 4,359 $597K
Virtue Capital Management, LLC 0.10% Reduce -6.1% 4,743 $596K
Pettee Investors, Inc. 0.29% Reduce -9.6% 4,340 $594K
St. Johns Investment Management Company, LLC 0.28% Reduce -2.8% 4,340 $594K
Simmons Bank 0.04% Reduce -8.1% 4,335 $593K
Heartwood Wealth Advisors LLC 0.07% Add +74.7% 4,334 $593K
Paces Ferry Wealth Advisors, LLC 0.36% Add +15.0% 4,314 $590K
Meyer Handelman Co. 0.02% No change 4,300 $588K
Salvus Wealth Management, LLC 0.40% Reduce -0.3% 4,281 $586K
CKW Financial Group 0.07% No change 4,301 $585K
Aigen Investment Management, LP 0.11% New 4,273 $585K
HM Payson & Co. 0.01% Add +1.5% 4,266 $584K
Revolve Wealth Partners, LLC 0.10% New 4,262 $583K
Greenwich Wealth Management LLC 0.04% Reduce -0.7% 4,257 $583K
Shakespeare Wealth Management, LLC 0.17% Add +0.1% 4,252 $582K
Faithward Advisors, LLC 0.11% Add +3.8% 4,252 $582K
Central Bank & Trust Co. 0.08% Reduce -33.6% 4,225 $578K
Larson Financial Group LLC 0.04% Add +3.1% 4,224 $578K
JFS Wealth Advisors, LLC 0.05% Reduce -0.2% 4,202 $575K
MRA Advisory Group 0.33% Add +20.3% 4,186 $573K
GM Advisory Group, LLC 0.04% No change 4,184 $573K
Paragon Private Wealth Management, LLC 0.32% Reduce -18.3% 4,181 $572K
Gilliland Jeter Wealth Management LLC 0.19% Add +0.2% 4,172 $571K
Evermay Wealth Management LLC 0.09% Reduce -6.5% 4,167 $570K
Kovack Advisors, Inc. 0.06% New 4,164 $570K
Deseret Mutual Benefit Administrators 0.26% Add +3.6% 4,148 $568K
TBH Global Asset Management, LLC 0.13% Reduce -0.5% 4,143 $567K
Strategic Investment Solutions, Inc. 0.18% — 4,337 $565K
Wellington Shields & Co., LLC 0.18% Add +27.9% 4,125 $565K
Guardian Investment Management 0.40% New 4,075 $558K
Elevated Capital Advisors, LLC 0.16% Add +17.0% 4,074 $557K
Ancora Advisors LLC 0.01% Reduce -9.3% 4,073 $557K
Rogco, LP 0.23% Reduce -3.7% 4,050 $554K
Trust Point Inc. 0.04% Reduce -9.9% 4,022 $550K
S.A. Mason LLC 0.31% No change 4,011 $549K
Profit Investment Management, LLC 0.34% Add +14.7% 4,001 $548K
Bridges Investment Management Inc. 0.01% Add +113.9% 3,998 $547K
Smith Salley Wealth Management 0.04% Reduce -3.5% 3,990 $546K
Barr E S & Co. 0.04% Reduce -0.9% 3,989 $546K
Powers Advisory Group, LLC 0.30% Add +0.1% 3,986 $545K
Juncture Wealth Strategies, LLC 0.23% Add +38.7% 3,979 $545K
Diamant Asset Management, Inc. 0.36% Add +1.7% 3,950 $541K
Dumont & Blake Investment Advisors LLC 0.08% Add +102.0% 3,942 $539K
RDA Financial Network 0.18% Reduce -1.8% 3,937 $539K
Ceera Investments, LLC 0.23% New 3,936 $539K
Bank Ozk 0.23% Reduce -1.5% 3,913 $535K
Jaffetilchin Investment Partners, LLC 0.05% Reduce -15.5% 3,899 $534K
Clifford Group, LLC 0.43% Add +0.4% 3,888 $532K
River Street Advisors LLC 0.33% Reduce -0.6% 3,879 $531K
Financial Advocates Investment Management 0.03% Reduce -33.6% 3,874 $530K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.17% New 3,871 $530K
Lindbrook Capital, LLC 0.05% Reduce -28.8% 3,870 $530K
FRG Family Wealth Advisors LLC 0.10% No change 4,250 $529K
Heritage Wealth Advisors 0.02% Reduce -31.5% 3,831 $524K
Richard W. Paul & Associates, LLC 0.20% Add +5.5% 3,830 $524K
Chicago Partners Investment Group LLC 0.02% Reduce -8.0% 4,061 $524K
Girard Partners LTD. 0.05% Reduce -5.2% 3,813 $522K
Phillips Wealth Planners LLC 0.55% Reduce -2.9% 3,845 $522K
First Western Trust Bank 0.02% Reduce -2.6% 3,783 $518K
Boston Family Office LLC 0.04% No change 3,779 $517K
Cascade Financial Partners, LLC 0.07% Reduce -1.8% 3,759 $514K
Franklin Street Advisors Inc. 0.04% Add +66.5% 3,757 $514K
Durante & Waters, LLC 0.46% Add +0.5% 3,754 $514K
Breakwater Capital Group 0.12% Add +3.7% 3,738 $512K
AXS Investments LLC 0.14% New 3,736 $511K
Laurion Capital Management LP 0.02% Reduce -84.1% 3,731 $511K
Biltmore Wealth Management, LLC 0.22% Reduce -2.5% 3,731 $511K
Summit Asset Management, LLC 0.06% No change 3,727 $510K
Rothschild Wealth LLC 0.17% Reduce -1.8% 3,723 $510K
Ellis Investment Partners, LLC 0.11% New 3,722 $509K
EverSource Wealth Advisors, LLC 0.03% Reduce -2.3% 3,898 $508K
Caldwell Sutter Capital, Inc. 0.25% Add +10.2% 3,707 $507K
Foster Victor Wealth Advisors, LLC 0.04% Add +129.6% 3,432 $506K
Phoenix Financial Ltd. 0.01% Reduce -88.2% 3,707 $505K
Total Clarity Wealth Management, Inc. 0.18% Reduce -11.3% 3,689 $505K
Waldron Private Wealth LLC 0.02% Reduce -8.4% 3,674 $503K
Trek Financial, LLC 0.04% Add +40.1% 3,672 $503K
Absher Wealth Management, LLC 0.07% Add +26.8% 3,666 $502K
Legacy Wealth Asset Management, LLC 0.14% Add +4.8% 3,658 $501K
Sard Wealth Management Group, LLC 0.35% No change 3,654 $500K
Stonebrook Private Inc. 0.14% Add +25.8% 3,609 $494K
Creegan & Nassoura Financial Group, LLC 0.34% Add +0.1% 3,601 $493K
Cutler Investment Counsel LLC 0.07% Add +9.4% 3,586 $491K
First Affirmative Financial Network 0.34% Add +0.9% 3,570 $489K
Pathway Financial Advisors LLC 0.13% Reduce -0.9% 3,560 $487K
Ignite Planners, LLC 0.12% Reduce -0.1% 3,565 $486K
Liberty Capital Management, Inc. 0.11% No change 3,535 $484K
Family Legacy, Inc. 0.17% Reduce -0.7% 3,529 $483K
Viawealth, LLC 0.30% Add +6.4% 3,522 $482K
Roble, Belko & Company, Inc 0.08% No change 3,513 $481K
Elevation Point Wealth Partners, LLC 0.04% Reduce -2.1% 3,510 $480K
Stratos Wealth Advisors, LLC 0.02% Reduce -0.4% 3,505 $480K
Sax Wealth Advisors, LLC 0.05% New 3,496 $478K
NCM Capital Management, LLC 0.25% Add +4.7% 3,473 $475K
Wallace Advisory Group, LLC 0.34% Add +161.0% 3,469 $475K
Archer Investment Corp 0.14% Add +3.0% 3,464 $474K
Hoylecohen, LLC 0.04% Add +59.1% 3,460 $474K
Penserra Capital Management LLC 0.01% Add +1.4% 3,452 $472K
Accurate Wealth Management, LLC 0.11% Add +4.8% 3,264 $470K
Dagco, Inc. 0.21% Reduce -15.8% 3,437 $470K
Olympiad Research LP 0.35% New 3,430 $469K
Brown, Lisle/Cummings, Inc. 0.15% Add +44.3% 3,428 $469K
Opinicus Capital, Inc. 0.40% Add +27.6% 3,420 $468K
Defined Wealth Management, LLC 0.33% Reduce -4.8% 3,414 $467K
Eads & Heald Wealth Management 0.23% Reduce -23.8% 3,409 $467K
Xcel Wealth Management, LLC 0.15% Reduce -2.2% 3,396 $465K
Octavia Wealth Advisors, LLC 0.06% Reduce -3.6% 3,396 $465K
IFG Advisors, LLC 0.11% Add +0.4% 3,396 $465K
Arax Advisory Partners 0.05% Add +129.8% 3,394 $464K
Liberty Wealth Management LLC 0.09% Add +22.9% 4,344 $464K
Segment Wealth Management, LLC 0.03% Reduce -0.5% 3,386 $463K
Calton & Associates, Inc. 0.23% Add +70.6% 3,383 $463K
Prelude Capital Management, LLC 0.04% New 3,381 $463K
Journey Advisory Group, LLC 0.06% Add +114.5% 3,376 $462K
Silver Oak Securities, Incorporated 0.07% Add +4.2% 3,357 $459K
Versant Capital Management, Inc 0.12% Add +4.4% 3,352 $459K
Range Financial Group LLC 0.23% Reduce -2.3% 3,341 $457K
First Hawaiian Bank 0.02% Reduce -55.7% 3,338 $457K
Dividend Assets Capital, LLC 0.09% Reduce -3.6% 3,321 $454K
Dana Investment Advisors, Inc. 0.02% Reduce -7.0% 3,307 $453K
Vista Investment Partners LLC 0.15% Reduce -70.7% 3,268 $447K
S&co Inc. 0.03% Reduce -13.3% 3,270 $447K
Eaton-Cambridge Inc. 0.23% Add +0.5% 3,262 $446K
Childress Capital Advisors, LLC 0.13% Add +20.9% 3,246 $444K
Gsa Capital Partners LLP 0.03% Reduce -48.1% 3,237 $443K
SteelPeak Wealth, LLC 0.02% Reduce -93.2% 3,236 $443K
Montis Financial, LLC 0.20% No change 3,234 $443K
Flagship Harbor Advisors, LLC 0.03% Add +36.6% 3,230 $442K
American National Bank & Trust 0.06% Add +0.9% 3,228 $442K
Patten & Patten Inc. 0.03% Reduce -0.4% 3,220 $441K
Personal Cfo Solutions, LLC 0.07% Reduce -1.6% 3,215 $440K
MKT Advisors LLC 0.22% Add +0.5% 3,276 $440K
LMG Wealth Partners, LLC 0.11% Add +0.8% 3,210 $439K
Kennedy Investment Group, Inc. 0.22% Reduce -1.1% 3,209 $439K
Premier Path Wealth Partners, LLC 0.07% Reduce -8.8% 3,209 $439K
Mystic Asset Management, Inc. 0.18% Add +6.1% 3,207 $439K
Field & Main Bank 0.16% Add +1.9% 3,205 $439K
ORG Partners LLC 0.05% Add +872.8% 3,220 $438K
Sterling Investment Counsel, LLC 0.17% Add +0.5% 3,202 $438K
Malaga Cove Capital, LLC 0.18% Reduce -1.9% 3,174 $434K
MIdWestOne Financial Group, Inc. 0.08% No change 3,169 $434K
Continuum Advisory, LLC 0.06% Add +0.9% 3,164 $433K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 3,160 $432K
World Equity Group, Inc. 0.13% Reduce -49.9% 3,156 $432K
Gryphon Financial Partners LLC 0.06% Reduce -0.9% 3,146 $431K
Encompass Wealth Advisors, LLC 0.11% Reduce -46.5% 3,134 $429K
LCNB Corp. 0.16% Reduce -45.8% 3,128 $428K
Center for Financial Planning, Inc. 0.06% No change 3,122 $427K
Marex Group Ltd 0.01% New 3,119 $427K
Glen Eagle Advisors, LLC 0.08% Reduce -5.1% 3,116 $426K
Kolinsky Wealth Management, LLC 0.31% Reduce -5.6% 3,111 $426K
Conscious Wealth Investments, LLC 0.30% Reduce -6.0% 3,322 $424K
Hyman Charles D 0.02% Reduce -2.1% 3,101 $424K
Shepherd Financial Partners LLC 0.05% Add +3.1% 3,094 $423K
W.H. Cornerstone Investments Inc. 0.30% Reduce -29.0% 3,084 $422K
Fortis Capital Advisors, LLC 0.15% No change 3,081 $422K
Parkside Financial Bank & Trust 0.07% Reduce -18.3% 3,080 $422K
Palumbo Wealth Management LLC 0.18% Reduce -3.8% 3,080 $422K
E&G Advisors, LLC 0.12% No change 3,069 $420K
Dechtman Wealth Management, LLC 0.09% Add +4.0% 3,066 $420K
Guardian Capital Advisors LP 0.04% Reduce -47.5% 3,080 $418K
NTV Asset Management LLC 0.06% Add +0.5% 3,045 $417K
Core Alternative Capital 0.08% Reduce -5.7% 3,037 $416K
Curbstone Financial Management Corp 0.09% Reduce -22.9% 3,028 $414K
Harbour Capital Advisors, LLC 0.10% No change 3,047 $414K
Mason & Associates, LLC 0.14% New 3,023 $414K
Angeles Wealth Management, LLC 0.04% Add +38.0% 3,020 $413K
Forum Financial Management, LP 0.01% Add +5.5% 3,019 $413K
IVC Wealth Advisors LLC 0.23% Add +0.7% 3,008 $412K
Oxford Financial Group, LTD. LLC 0.03% Add +5.1% 3,008 $412K
Compagnie Lombard Odier SCmA 0.01% Reduce -10.5% 3,000 $411K
First Merchants Corp. 0.02% Add +0.2% 2,986 $409K
XTX Topco Ltd 0.03% Reduce -79.1% 2,978 $408K
Drive Wealth Management, LLC 0.11% Reduce -7.3% 2,978 $408K
Qtron Investments LLC 0.06% No change 2,976 $407K
Thomasville National Bank 0.03% Add +8.6% 2,973 $407K
Vance Wealth, LLC 0.17% Reduce -0.0% 2,970 $406K
Grove Bank & Trust 0.07% Add +0.7% 2,969 $406K
Sittner & Nelson, LLC 0.20% Add +59.0% 2,966 $406K
Weaver Consulting Group 0.14% Reduce -0.2% 2,964 $406K
Thrive Wealth Management, LLC 0.08% Reduce -35.3% 2,954 $404K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Reduce -49.6% 2,952 $404K
Mill Creek Capital Advisors, LLC 0.01% Reduce -6.6% 2,948 $403K
Wealth Advisory Solutions, LLC 0.11% Add +17.9% 2,940 $402K
Vista Investment Management 0.16% Reduce -28.4% 2,936 $402K
Ritholtz Wealth Management 0.01% Reduce -21.7% 2,929 $401K
Luken Investment Analytics, LLC 0.20% No change 2,919 $399K
Cornerstone Wealth Group, LLC 0.04% Reduce -6.6% 2,917 $399K
Clarius Group, LLC 0.03% Reduce -18.2% 2,915 $399K
Roberts Financial Services LLC 0.08% Reduce -4.3% 2,900 $397K
Avior Wealth Management, LLC 0.02% Add +0.3% 2,899 $397K
Douglas Lane & Associates, LLC 0.01% Reduce -10.8% 2,897 $396K
Verus Capital Partners, LLC 0.04% Add +6.8% 2,890 $396K
Trustco Bank Corp. N Y 0.42% Reduce -15.8% 2,892 $396K
West Paces Advisors Inc. 0.10% Reduce -7.0% 2,857 $391K
Marble Harbor Investment Counsel, LLC 0.05% No change 2,855 $391K
Vanguard Capital Wealth Advisors 0.26% Add +21.7% 2,851 $390K
Choice Wealth Advisors LLC 0.21% Add +0.8% 2,849 $390K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.10% Add +11.8% 2,844 $389K
Wharton Business Group, LLC 0.02% Reduce -76.1% 2,845 $389K
Pinnacle Wealth Planning Services, Inc. 0.06% Reduce -32.0% 2,832 $388K
Ledyard National Bank 0.04% Reduce -0.2% 2,829 $387K
Adirondack Trust Co. 0.16% Reduce -0.3% 2,824 $386K
Yeomans Consulting Group, Inc. 0.15% Reduce -10.4% 2,818 $386K
Silverlake Wealth Management LLC 0.16% Reduce -3.5% 2,812 $385K
Heritage Oak Wealth Advisors LLC 0.20% — 2,805 $384K
Catalyst Financial Partners LLC 0.08% Reduce -11.8% 2,804 $384K
L2 Asset Management, LLC 0.12% Add +9.0% 2,804 $384K
Successful Portfolios LLC 0.27% Reduce -7.4% 2,804 $384K
Mechanics Financial Corp 0.20% No change 2,802 $383K
D.B. Root & Company, LLC 0.13% Reduce -60.4% 2,802 $383K
Monument Capital Management 0.11% Reduce -34.1% 2,802 $383K
nVerses Capital, LLC 0.23% New 2,800 $383K
Paulson Wealth Management Inc. 0.11% Add +1.8% 2,793 $382K
Convergence Financial, LLC 0.10% New 2,785 $381K
Global Trust Asset Management, LLC 0.15% No change 2,771 $379K
Roberts Glore & Co. Inc. 0.11% No change 2,750 $376K
Private Wealth Partners, LLC 0.03% Add +12.2% 2,750 $376K
First Financial Bankshares Inc 0.01% Add +76.8% 2,733 $374K
Ipswich Investment Management Co., Inc. 0.09% Reduce -7.1% 2,726 $373K
Keel Point, LLC 0.03% Add +42.5% 2,949 $373K
Atlas Wealth LLC 0.07% No change 2,751 $373K
Joule Financial, LLC 0.15% Add +6.4% 2,724 $373K
Gray Wealth Management Inc. 0.16% Reduce -1.8% 2,720 $372K
GeoWealth Management, LLC 0.02% Add +20.9% 2,716 $372K
Royal Capital Wealth Management, LLC 0.28% Add +0.3% 2,707 $370K
Farmers & Merchants Trust Co of Chambersburg PA 0.15% Reduce -86.6% 2,706 $370K
Murphy, Middleton, Hinkle & Parker, Inc. 0.21% No change 2,696 $369K
Walter & Keenan Wealth Management LLC /in/ 0.12% Reduce -2.1% 2,691 $368K
Cambiar Investors LLC 0.01% Reduce -2.2% 2,678 $366K
Williams Jones Wealth Management, LLC. 0.00% Reduce -17.3% 2,675 $366K
Baker Tilly Wealth Management, LLC 0.15% Reduce -51.2% 2,673 $366K
Hyperion Partners, LLC 0.26% New 2,668 $365K
Farmers Trust Co. 0.07% Reduce -90.7% 2,661 $364K
Mizuho Markets Americas LLC 0.01% No change 2,660 $364K
Reynders McVeigh Capital Management, LLC 0.02% Reduce -1.7% 2,662 $364K
AlTi Global, Inc. 0.01% Reduce -15.1% 2,652 $363K
Suncoast Equity Management 0.04% No change 2,652 $363K
3Chopt Investment Partners, LLC 0.11% New 2,649 $363K
Leisure Capital Management 0.17% No change 2,645 $362K
Fiduciary Financial Group, LLC 0.09% — 2,456 $362K
Busey Bank 0.01% Add +6.2% 2,641 $361K
Ranch Capital Advisors Inc. 0.19% Add +0.1% 2,640 $361K
Hodges Capital Management Inc. 0.02% Add +0.1% 2,639 $361K
Fortitude Family Office, LLC 0.20% Reduce -2.7% 2,628 $360K
HCR Wealth Advisors 0.05% Reduce -1.8% 2,627 $360K
Weatherly Asset Management L. P. 0.03% Reduce -1.9% 2,622 $359K
Country Trust Bank 0.01% No change 2,622 $359K
Jeppson Wealth Management, LLC 0.14% Reduce -5.4% 2,613 $358K
Clear Creek Financial Management, LLC 0.04% Reduce -0.5% 2,607 $357K
Kades & Cheifetz LLC 0.22% Add +1.9% 2,606 $357K
Human Investing LLC 0.07% Reduce -15.3% 2,605 $356K
Peavine Capital, LLC 0.09% No change 2,600 $356K
Sterling Financial Planning, Inc. 0.14% No change 2,599 $356K
Sweeney & Michel, LLC 0.15% Add +0.8% 2,640 $355K
Ausdal Financial Partners, Inc. 0.04% Reduce -3.4% 2,580 $353K
Guardian Wealth Advisors, LLC / NC 0.04% Reduce -5.4% 2,574 $352K
Delta Financial Advisors LLC 0.14% Reduce -0.7% 2,569 $352K
Abel Hall, LLC 0.25% Add +90.5% 2,564 $351K
Strategy Asset Managers LLC 0.08% Reduce -14.4% 1,956 $351K
McGuire Investment Group, LLC 0.05% Reduce -3.8% 2,554 $350K
Spirit of America Management Corp. 0.07% No change 2,550 $349K
Alliance Wealth Advisors, LLC 0.10% Reduce -5.5% 2,544 $348K
Tucker Asset Management LLC 0.08% Add +8.6% 2,544 $348K
Claro Advisors Inc. 0.05% Reduce -6.2% 2,542 $348K
WCM Investment Management, LLC 0.00% New 2,561 $348K
Old Mission Investment Co LLC 0.11% No change 2,539 $347K
Davidson Trust Co. 0.24% Reduce -11.3% 2,531 $346K
Ti-Trust, Inc. 0.27% No change 2,515 $344K
Austin Asset Management Co Inc 0.07% No change 2,505 $343K
Great Lakes Advisors, LLC 0.00% Reduce -87.3% 2,502 $342K
Gouws Capital LLC 0.24% No change 2,500 $342K
Harel Insurance Investments & Financial Services Ltd. 0.01% Reduce -12.6% 2,489 $341K
Hancock Whitney Corp. 0.01% Add +16.5% 2,487 $340K
Capital Advisors Wealth Management, LLC 0.07% Reduce -31.5% 2,486 $340K
AlphaMark Advisors, LLC 0.12% Reduce -1.3% 2,471 $338K
NWF Advisory Services Inc. 0.05% Add +0.1% 2,467 $338K
Fortis Group Advisors, LLC 0.07% Add +0.0% 2,465 $337K
Shufro Rose & Co. LLC 0.03% No change 2,465 $337K
Salem Investment Counselors Inc. 0.01% Reduce -4.5% 2,463 $337K
Baltimore-Washington Financial Advisors, Inc. 0.02% New 2,461 $337K
New Covenant Trust Company, N.A. 0.38% Reduce -0.8% 2,306 $335K
Plato Investment Management Ltd 0.03% No change 2,437 $334K
Meadow Creek Wealth Advisors LLC 0.32% Reduce -0.3% 2,435 $333K
Alliance Wealth Advisors, LLC 0.21% Reduce -4.7% 2,434 $333K
Avestar Capital, LLC 0.04% Reduce -15.9% 2,431 $333K
Cobblestone Capital Advisors LLC 0.02% No change 2,430 $333K
New Hampshire Trust 0.08% Reduce -2.2% 2,421 $331K
Allegheny Financial Group 0.10% Reduce -0.4% 2,421 $331K
Cannon Financial Strategists, Inc. 0.06% Reduce -7.6% 2,419 $331K
Burns Matteson Capital Management, LLC 0.21% Reduce -7.2% 2,402 $329K
Optimist Retirement Group LLC 0.17% Add +2.4% 2,399 $328K
Colonial Trust Advisors 0.03% Reduce -17.9% 2,398 $328K
San Luis Wealth Advisors LLC 0.08% New 2,398 $328K
Park Place Capital Corp 0.10% Reduce -27.9% 2,396 $328K
Walker Financial Services, Inc. 0.26% Reduce -0.5% 2,205 $327K
Financial Management Professionals, Inc. 0.04% Add +7.2% 2,391 $327K
Cape Investment Advisory, Inc. 0.15% Reduce -27.2% 2,384 $326K
Chesapeake Wealth Management 0.12% Reduce -68.3% 2,382 $326K
Atlas Brown,Inc. 0.12% Reduce -9.4% 2,379 $326K
N.E.W. Advisory Services LLC 0.04% Add +16.3% 2,370 $324K
waypoint wealth counsel 0.25% Reduce -1.7% 2,359 $323K
BLB&B Advisors, LLC 0.02% Reduce -12.4% 2,359 $323K
Westhampton Capital, LLC 0.17% No change 2,355 $322K
RB Capital Management, LLC 0.09% Reduce -24.5% 2,353 $322K
DF Dent & Co. Inc. 0.00% Reduce -33.3% 2,349 $321K
Nicolet Bankshares Inc. 0.07% Reduce -1.7% 2,348 $321K
Etfidea, LLC 0.11% Add +0.0% 2,336 $320K
Fulcrum Equity Management 0.29% Add +24.7% 2,332 $319K
GW Henssler & Associates Ltd. 0.02% Add +0.6% 2,330 $319K
Sharp Wealth Advisory, LLC 0.27% Reduce -9.0% 2,327 $318K
Chaney Capital Management, Inc. 0.21% Reduce -4.5% 2,320 $317K
Quotient Wealth Partners, LLC 0.01% Add +42.0% 2,318 $317K
360 Financial, Inc. 0.12% No change 2,311 $316K
LexAurum Advisors, LLC 0.08% Add +2.4% 2,308 $316K
Lynx Investment Advisory 0.23% — 2,306 $316K
First Trust Investment Solutions L.P. 0.04% Add +5.8% 2,306 $316K
MTM Investment Management, LLC 0.13% Reduce -0.9% 2,301 $315K
Gratus Wealth Advisors, LLC 0.05% Reduce -30.5% 2,166 $314K
Sollinda Capital Management LLC 0.10% Add +4.6% 2,295 $314K
Greenfield Savings Bank 0.16% Add +32.2% 2,281 $312K
Bill Few Associates, Inc. 0.12% Reduce -4.8% 2,280 $312K
Petrus Trust Company, LTA 0.03% No change 2,277 $312K
Beaton Management Co. Inc. 0.17% Add +0.3% 2,274 $311K
O'Keefe Stevens Advisory, Inc. 0.10% Add +31.9% 2,268 $310K
Lyell Wealth Management, LP 0.03% Reduce -7.8% 2,263 $310K
WealthShield Partners, LLC 0.05% Add +9.0% 2,255 $309K
Evexia Wealth LLC 0.12% Add +1.2% 2,123 $308K
STAR Financial Bank 0.23% Reduce -22.2% 2,223 $304K
Traphagen Investment Advisors LLC 0.03% Reduce -3.6% 2,222 $304K
Lane & Associates LLC 0.18% Add +5.5% 2,222 $304K
Foster & Motley Inc. 0.02% Reduce -18.4% 2,216 $303K
IMS Capital Management 0.14% Reduce -4.3% 2,340 $302K
Buffington Mohr McNeal 0.05% Add +0.1% 2,201 $301K
FDx Advisors, Inc. 0.08% Reduce -81.5% 2,199 $301K
Carmichael Hill & Associates, Inc. 0.12% Reduce -0.1% 2,199 $301K
Cornell Pochily Investment Advisors, Inc. 0.11% Reduce -4.1% 2,189 $300K
Vicus Capital 0.03% Reduce -29.4% 2,189 $300K
Boothbay Fund Management, LLC 0.01% New 2,182 $299K
DT Investment Partners, LLC 0.03% Add +64.9% 2,173 $297K
GPS Wealth Strategies Group, LLC 0.04% Reduce -2.1% 2,161 $296K
Meridian Wealth Advisors, LLC 0.05% Reduce -16.1% 2,160 $296K
Strategic Wealth Investment Group, LLC 0.04% — 2,173 $295K
Covenant Partners, LLC 0.09% No change 2,156 $295K
US Asset Management LLC 0.27% Reduce -2.4% 2,155 $295K
King Wealth Management Group 0.05% Reduce -8.1% 2,158 $295K
Wedmont Private Capital 0.02% Reduce -26.8% 2,069 $294K
Sachetta, LLC 0.13% Reduce -7.0% 2,281 $294K
Detalus Advisors, LLC 0.10% Add +8.1% 2,150 $294K
Uptick Partners, LLC 0.23% No change 1,979 $294K
Vertex Planning Partners, LLC 0.08% Reduce -8.8% 2,149 $294K
Leavell Investment Management, Inc. 0.02% Add +14.3% 2,148 $294K
Southland Equity Partners LLC 0.08% Add +0.3% 2,132 $292K
Montecito Bank & Trust 0.06% Reduce -5.1% 2,130 $291K
Curi Capital, LLC 0.01% Reduce -0.5% 2,130 $291K
CoreFirst Bank & Trust 0.20% Add +0.9% 2,127 $291K
First American Trust, FSB 0.03% Add +7.4% 2,124 $291K
Obermeyer Wealth Partners 0.02% Add +7.3% 2,124 $291K
Relyea Zuckerberg Hanson LLC 0.05% Reduce -10.7% 2,114 $289K
Veracity Capital LLC 0.12% New 2,111 $289K
Great Diamond Partners, LLC 0.07% Reduce -15.1% 2,098 $287K
Silver Coast Investments LLC 0.12% Add +19.3% 2,096 $287K
CPC Advisors, LLC 0.05% Reduce -11.6% 2,091 $286K
Sunpointe, LLC 0.19% Reduce -17.6% 2,086 $285K
Herold Advisors, Inc. 0.07% Add +12.1% 2,083 $285K
Certified Advisory Corp 0.04% Add +6.5% 2,084 $285K
Somerset Trust Co 0.12% Add +5.8% 2,081 $285K
Yarger Wealth Strategies, LLC 0.17% Reduce -22.8% 2,078 $284K
Redhawk Wealth Advisors, Inc. 0.04% Reduce -12.4% 2,061 $282K
Prosperity Consulting Group, LLC 0.04% Reduce -30.8% 2,060 $282K
Numerai GP LLC 0.10% New 2,060 $282K
Annis Gardner Whiting Capital Advisors, LLC 0.08% Add +5.1% 2,052 $281K
Colonial River Investments, LLC 0.15% Add +2.3% 2,044 $280K
SignalPoint Asset Management, LLC 0.07% No change 2,043 $280K
Benedict Financial Advisors Inc. 0.07% Add +0.7% 2,041 $279K
White Knight Strategic Wealth Advisors, LLC 0.28% New 2,040 $279K
Alpha Financial Partners LLC 0.24% Add +8.4% 2,039 $279K
Bank & Trust Co 0.24% — 2,038 $279K
Burney Co./ 0.01% Reduce -24.4% 2,022 $277K
Retirement Planning Co of New England, Inc. 0.15% Add +2.1% 2,018 $276K
Allstate Corp. 0.02% Add +1.1% 2,011 $275K
Bantamac Capital, LLC 0.16% No change 2,010 $275K
James J. Burns & Company, LLC 0.05% Reduce -36.6% 2,006 $275K
Exchange Bank 0.23% No change 2,009 $275K
Cozad Asset Management Inc. 0.03% Reduce -0.3% 2,007 $275K
Fidelis Capital Partners, LLC 0.04% Reduce -20.7% 2,225 $274K
Rice Partnership, LLC 0.06% Reduce -0.2% 2,003 $274K
Harbor Advisors LLC 0.05% No change 2,000 $274K
Quinn Opportunity Partners LLC 0.03% New 2,000 $274K
GenTrust, LLC 0.01% No change 2,000 $274K
Leo Wealth, LLC 0.03% Reduce -19.6% 2,007 $273K
FLC Capital Advisors 0.07% No change 1,997 $273K
Yelin Lapidot Holdings Management Ltd. 0.05% No change 1,995 $273K
Smithfield Trust Co 0.01% Reduce -2.8% 2,004 $271K
First Dallas Securities Inc. 0.12% Add +6.8% 1,979 $271K
Aries Wealth Management 0.09% Reduce -9.2% 1,976 $270K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -3.3% 1,972 $270K
Sawgrass Asset Management LLC 0.03% New 1,971 $270K
FSB Premier Wealth Management, Inc. 0.12% Add +3.4% 1,961 $268K
Optas, LLC 0.07% Reduce -5.2% 1,959 $268K
Altus Wealth Group LLC 0.13% Reduce -59.5% 1,957 $268K
Dudley Capital Management, LLC 0.15% No change 1,955 $268K
Sonora Investment Management Group, LLC 0.02% No change 1,798 $267K
PFS Partners, LLC 0.17% Reduce -0.9% 1,947 $266K
Gateway Advisory, LLC 0.05% New 1,944 $266K
Horan Securities, Inc. 0.11% Reduce -0.1% 1,937 $265K
Northeast Financial Group, Inc. 0.11% No change 1,929 $264K
Sapient Capital LLC 0.01% Add +3.4% 1,927 $264K
Platform Technology Partners 0.09% — 1,926 $264K
Zega Financial, LLC 0.10% New 1,922 $263K
Laffer Tengler Investments, Inc. 0.07% Reduce -91.1% 1,922 $263K
Cohen & Steers, Inc. 0.00% Reduce -1.9% 1,912 $262K
Red Wave Investments LLC 0.10% Reduce -3.5% 1,913 $262K
KPP Advisory Services LLC 0.07% Reduce -19.1% 1,904 $261K
Chesapeake Asset Management LLC 0.25% Reduce -12.8% 1,901 $260K
TRUE Private Wealth Advisors 0.03% Add +0.4% 1,900 $260K
Alta Advisers Ltd 0.13% No change 1,900 $260K
Spotlight Asset Group, Inc. 0.18% No change 1,898 $260K
Lifeworks Advisors, LLC 0.07% Reduce -24.8% 1,892 $259K
CYBER HORNET ETFs LLC 0.28% Add +1.5% 1,889 $259K
Gerber, LLC 0.20% No change 1,889 $259K
Woodward Diversified Capital, LLC 0.15% Add +3.2% 1,872 $256K
Investment Advisory Services Inc. /TX 0.09% Reduce -3.9% 1,872 $256K
Next Level Private LLC 0.12% Reduce -43.9% 1,868 $256K
Indiana Trust & Investment Management Co 0.09% Reduce -25.9% 1,860 $255K
Sound Income Strategies, LLC 0.02% Add +3.2% 1,858 $254K
Coordinated Financial Services, Inc. 0.22% Add +3.5% 1,849 $253K
Lodestone Wealth Management LLC 0.13% Add +2.2% 1,842 $252K
McIlrath & Eck, LLC 0.04% Reduce -2.1% 1,841 $252K
Plancorp, LLC 0.01% Reduce -2.2% 1,839 $252K
Texas Capital Bancshares Inc 0.10% Reduce -3.2% 1,838 $252K
Regent Peak Wealth Advisors LLC 0.06% Reduce -41.2% 1,837 $251K
Schrum Private Wealth Management LLC 0.23% Reduce -1.7% 1,824 $250K
Copperwynd Financial, LLC 0.08% Add +7.0% 1,908 $249K
Creative Financial Designs Inc. 0.02% Add +15.2% 1,807 $247K
Hudson Capital Management LLC 0.09% Reduce -92.5% 1,806 $247K
Red Door Wealth Management, LLC 0.04% Reduce -93.7% 1,805 $247K
Wintrust Investments LLC 0.02% Add +0.7% 1,808 $247K
Gimbal Financial 0.18% No change 1,785 $247K
CVA Family Office, LLC 0.04% Reduce -11.2% 1,796 $246K
Perennial Investment Advisors, LLC 0.04% Add +2.0% 1,789 $245K
Proficio Capital Partners LLC 0.03% Reduce -5.2% 1,787 $245K
Oak Asset Management, LLC 0.09% Reduce -10.7% 1,786 $244K
Catalina Capital Group, LLC 0.09% Reduce -5.7% 1,783 $244K
Sather Financial Group Inc 0.02% Reduce -10.1% 1,779 $243K
Accel Wealth Management 0.10% Add +0.5% 1,779 $243K
PFG Advisors 0.02% New 1,769 $242K
Marshall Financial Group, LLC 0.07% Reduce -0.5% 1,755 $240K
Forza Wealth Management, LLC 0.12% Add +4.0% 1,750 $239K
Future Financial Wealth Managment LLC 0.21% Add +134.2% 1,745 $239K
Dunhill Financial, LLC 0.15% Add +514.4% 1,745 $239K
Bray Capital Advisors 0.06% Add +0.6% 1,741 $238K
Crestmont Private Wealth LLC 0.11% New 1,736 $238K
Castleview Partners, LLC 0.13% Add +3.8% 1,734 $237K
Tanglewood Legacy Advisors, LLC 0.11% No change 1,734 $237K
MA Private Wealth 0.05% Reduce -0.5% 1,731 $237K
Latitude Advisors, LLC 0.14% Reduce -2.8% 1,723 $236K
Ariston Services Group 0.23% Reduce -21.0% 1,710 $234K
Corton Capital Inc. 0.12% Reduce -47.0% 1,709 $234K
Peak Planning Group, LLC 0.11% Add +0.8% 1,704 $233K
Integrity Financial Corp 0.15% New 1,704 $233K
HBW Advisory Services LLC 0.04% Reduce -10.9% 1,696 $232K
New Wave Wealth Advisors LLC 0.12% — 1,691 $231K
McRae Capital Management Inc. 0.05% Reduce -32.2% 1,687 $231K
Platte River Wealth Advisors, LLC 0.06% Reduce -8.2% 1,685 $231K
LBMC Investment Advisors, LLC 0.02% Add +1.0% 1,680 $230K
Pinnacle Bancorp, Inc. 0.07% Add +26.3% 1,680 $230K
Coastline Trust Co 0.03% Reduce -9.7% 1,678 $230K
Graypoint LLC 0.02% Reduce -55.6% 1,677 $229K
Legacy Bridge, LLC 0.14% No change 1,675 $229K
Rise Advisors, LLC 0.12% Reduce -5.4% 1,672 $229K
Integrity Wealth Solutions LLC 0.15% Add +0.1% 1,661 $227K
WealthCare Investment Partners, LLC 0.11% Add +0.9% 1,656 $227K
Duff & Phelps Investment Management Co. 0.00% Reduce -80.2% 1,655 $226K
Sfmg, LLC 0.02% Add +1.9% 1,653 $226K
WealthPLAN Partners, LLC 0.02% Add +1.1% 1,653 $226K
Aspire Capital Advisors LLC 0.07% Reduce -0.9% 1,649 $226K
FinTrust Capital Advisors, LLC 0.04% Reduce -7.3% 1,642 $225K
Signature Estate & Investment Advisors LLC 0.01% New 1,632 $223K
Cahaba Wealth Management, Inc. 0.02% Reduce -0.7% 1,624 $222K
Savvy Advisors, Inc. 0.07% New 1,621 $222K
Encompass More Asset Management 0.16% Add +6.4% 1,618 $221K
Cromwell Holdings LLC 0.13% — 1,617 $221K
Heartland Bank & Trust Co 0.13% Add +3.7% 1,616 $221K
Wealth Management Associates, Inc. 0.10% No change 1,609 $220K
Lester Murray Antman dba SimplyRich 0.07% No change 1,614 $220K
Strait & Sound Wealth Management LLC 0.11% Reduce -49.0% 1,603 $219K
Bank of Nova Scotia Trust Co. 0.02% Add +7.4% 1,600 $219K
Stablepoint Partners, LLC 0.04% Reduce -55.7% 1,698 $218K
Hamilton Capital, LLC 0.02% Reduce -20.5% 1,586 $217K
Boltwood Capital Management 0.07% No change 1,585 $217K
West Bancorporation Inc. 0.16% No change 1,581 $216K
Bond & Devick Financial Network, Inc. 0.12% New 1,581 $216K
Staley Capital Advisers Inc. 0.01% Reduce -0.6% 1,581 $216K
Tandem Investment Advisors, Inc. 0.01% Reduce -5.4% 1,576 $216K
Beacon Capital Management, LLC 0.04% Reduce -4.8% 1,572 $215K
Security National Bank of So Dak 0.13% No change 1,571 $215K
MN Wealth Advisors, LLC 0.12% Add +0.1% 1,569 $215K
Broadwater Capital Management LLC 0.17% No change 1,565 $214K
Quadrant Private Wealth Management, LLC 0.05% Add +11.2% 1,565 $214K
180 Wealth Advisors, LLC 0.03% Reduce -6.6% 1,548 $214K
Tompkins Financial Corp. 0.02% Reduce -97.1% 1,563 $214K
Wellington Shields Capital Management, LLC 0.04% No change 1,562 $214K
Pacific Sage Partners, LLC 0.05% Add +0.4% 1,558 $213K
Core Wealth Partners LLC 0.15% New 1,556 $213K
West Family Investments, Inc. 0.06% New 1,554 $213K
Diversified, LLC 0.03% Add +9.2% 1,552 $212K
St Germain D J Co. Inc. 0.01% Reduce -6.1% 1,551 $212K
Balboa Wealth Partners 0.06% Add +0.4% 1,541 $211K
Barlow Wealth Partners, LLC 0.03% No change 1,638 $211K
Stuart Chaussee & Associates, Inc. 0.06% No change 1,537 $210K
Kercheville Advisors, LLC 0.09% No change 1,537 $210K
Silvia McColl Wealth Management, LLC 0.17% Reduce -8.0% 1,536 $210K
Sage Rhino Capital LLC 0.05% Reduce -2.2% 1,532 $210K
Key Client Fiduciary Advisors, LLC 0.11% Add +3.7% 1,527 $209K
Vestor Capital, LLC 0.02% Reduce -4.7% 1,529 $209K
NovaPoint Capital, LLC 0.07% Reduce -0.4% 1,524 $209K
Grant/GrossMendelsohn, LLC 0.10% Reduce -0.5% 1,520 $208K
Fort Sheridan Advisors LLC 0.03% Add +8.2% 1,515 $207K
JGP Wealth Management, LLC 0.03% No change 1,510 $207K
Capital International Sarl 0.01% New 1,509 $207K
Ferguson Wellman Capital Management, Inc. 0.00% Reduce -8.9% 1,505 $206K
Callan Family Office, LLC 0.04% New 1,505 $206K
Avity Investment Management Inc. 0.02% No change 1,504 $206K
Rbo & Co. LLC 0.04% No change 1,500 $205K
Gradient Investments LLC 0.00% Reduce -33.0% 1,496 $205K
Quantum Financial Advisors, LLC 0.04% No change 1,491 $204K
Richwood Investment Advisors, LLC 0.18% Reduce -4.8% 1,490 $204K
Tower Wealth Partners, Inc. 0.13% Reduce -0.3% 1,487 $203K
M. Kraus & Co 0.06% Reduce -5.8% 1,482 $203K
Members Capital Advisors Inc. 0.24% No change 1,481 $203K
Hudock, Inc. 0.04% Add +0.7% 1,477 $202K
Arcataur Capital Management LLC 0.07% No change 1,473 $202K
LifePro Asset Management 0.14% Add +0.3% 1,471 $201K
Nelson Capital Management, LLC 0.04% New 1,469 $201K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 1,466 $201K
Ridgecrest Wealth Partners, LLC 0.12% Reduce -8.7% 1,463 $200K
Hall Laurie J Trustee 0.07% No change 1,450 $198K
Arrow Financial Corp 0.02% Reduce -1.7% 1,411 $193K
Payden & Rygel Investment Group 0.02% No change 1,400 $192K
Payden & Rygel 0.02% No change 1,400 $192K
Ransom Advisory, Ltd 0.10% No change 1,387 $190K
Abich Financial Wealth Management LLC 0.13% Add +36.4% 1,364 $187K
Elgethun Capital Management 0.05% Reduce -54.0% 1,331 $182K
Tobam 0.03% Reduce -68.8% 1,299 $178K
HHM Wealth Advisors, LLC 0.03% Reduce -1.2% 1,297 $178K
Financial Network Wealth Advisors LLC 0.13% New 1,299 $177K
Bruce G. Allen Investments, LLC 0.15% Reduce -1.2% 1,289 $176K
Missouri Trust & Investment Co 0.07% Reduce -78.5% 1,285 $176K
Quent Capital, LLC 0.02% Reduce -9.6% 1,262 $173K
Glass Jacobson Investment Advisors llc 0.06% No change 1,255 $172K
Addison Advisors LLC 0.06% Add +4.4% 1,254 $172K
Sugarloaf Wealth Management, LLC 0.03% No change 1,228 $168K
U S Global Investors Inc. 0.02% No change 1,195 $166K
Trust Co 0.02% No change 1,199 $164K
Clearstead Trust, LLC 0.04% Add +0.8% 1,195 $164K
AdvisorNet Financial, Inc 0.01% Add +4.5% 1,190 $163K
Bellevue Asset Management, LLC 0.09% Add +0.1% 1,157 $158K
Asset Dedication, LLC 0.01% Add +16.1% 1,141 $156K
Union Savings Bank 0.08% No change 1,137 $156K
Crewe Advisors LLC 0.02% Reduce -33.7% 1,110 $152K
West Branch Capital LLC 0.06% Add +21.0% 1,100 $150K
Rosenberg Matthew Hamilton 0.04% Reduce -13.7% 1,096 $149K
Creekmur Asset Management LLC 0.04% Reduce -47.7% 1,079 $148K
Covestor Ltd 0.09% Reduce -4.6% 1,068 $146K
Capital Advisors, Ltd. LLC 0.02% Reduce -5.9% 1,046 $143K
Chris Bulman Inc 0.10% — 1,041 $142K
Aviso Financial Inc. 0.01% — 1,020 $140K
Y.D. More Investments Ltd 0.01% Add +130.2% 1,013 $139K
Pacific Capital Wealth Advisors, Inc. 0.03% No change 1,007 $138K
Plante Moran Financial Advisors, LLC 0.01% Reduce -4.8% 1,000 $137K
First PREMIER Bank 0.04% Reduce -13.0% 995 $136K
Hazlett, Burt & Watson, Inc. 0.07% Reduce -3.5% 979 $135K
Key Financial Inc 0.03% No change 977 $134K
Davis Capital Management 0.11% No change 960 $131K
CarsonAllaria Wealth Management, Ltd. 0.08% Reduce -1.8% 951 $130K
Sentry Investment Management LLC 0.06% Reduce -59.1% 951 $130K
Unique Wealth Strategies, LLC 0.06% New 868 $129K
MilWealth Group LLC 0.04% No change 917 $125K
RFP Financial Group LLC 0.05% Add +79.7% 902 $123K
American Capital Advisory, LLC 0.09% No change 774 $122K
MV Capital Management, Inc. 0.01% Reduce -10.6% 866 $119K
Westside Investment Management, Inc. 0.03% No change 856 $117K
MCF Advisors LLC 0.01% Reduce -0.5% 843 $115K
General Partner, Inc. 0.07% No change 842 $115K
First Pacific Financial 0.03% Reduce -0.4% 841 $115K
CNB Bank 0.05% Reduce -9.6% 832 $114K
Toth Financial Advisory Corp. 0.01% Reduce -3.8% 822 $112K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Add +52.8% 810 $111K
Rakuten Securities, Inc. 0.05% Add +7920.0% 802 $110K
Camelot Portfolios, LLC 0.06% New 800 $109K
Mark Sheptoff Financial Planning, LLC 0.06% Reduce -23.8% 800 $109K
Redwood Wealth Management Group, LLC 0.08% New 798 $109K
Webster Bank, N. A. 0.01% No change 788 $108K
Accent Capital Management, LLC 0.06% New 770 $105K
MeadowBrook Investment Advisors LLC 0.10% No change 769 $105K
Founders Capital Management 0.07% Reduce -66.7% 750 $103K
Monetary Management Group Inc. 0.03% Add +15.5% 746 $102K
NFSG Corp 0.04% Add +67.4% 745 $102K
Family Firm, Inc. 0.02% New 730 $100K
LRI Investments, LLC 0.01% Add +91.7% 694 $95K
Operose Advisors LLC 0.03% No change 682 $93K
State of Wyoming 0.02% Add +11233.3% 680 $93K
First Command Advisory Services, Inc. 0.00% Reduce -13.7% 650 $89K
IAG Wealth Partners, LLC 0.02% Reduce -26.8% 640 $88K
Baldwin Wealth Partners LLC 0.01% Reduce -9.2% 611 $84K
Global Financial Private Client, LLC 0.03% Reduce -8.0% 608 $83K
M&R Capital Management Inc. 0.02% Add +35.8% 607 $83K
Avalon Trust Co 0.01% No change 603 $82K
Wetzel Investment Advisors, Inc. 0.05% Reduce -14.7% 552 $82K
Register Financial Advisors LLC 0.04% Reduce -49.9% 597 $82K
Great Lakes Retirement, Inc. 0.01% New 591 $81K
TFC Financial Management, Inc. 0.01% Add +5.0% 582 $80K
Arlington Trust Co LLC 0.02% Add +33.2% 570 $78K
Fairscale Capital, LLC 0.07% — 526 $77K
Voisard Asset Management Group, Inc. 0.04% Add +54.6% 566 $77K
Janiczek Wealth Management, LLC 0.02% Reduce -17.2% 562 $77K
Quarry LP 0.03% Add +453.6% 537 $73K
Canton Hathaway, LLC 0.02% No change 530 $73K
Pinnacle Holdings, LLC 0.03% Reduce -11.8% 525 $72K
Pension & Wealth Management Advisors, Inc. 0.04% Add +886.8% 523 $72K
Householder Group Estate & Retirement Specialist, LLC 0.02% Add +15.7% 515 $70K
ICA Group Wealth Management, LLC 0.04% Reduce -84.9% 507 $69K
Christopher J. Hasenberg, Inc 0.03% New 503 $69K
SJS Investment Consulting Inc. 0.01% Reduce -0.4% 473 $65K
Atticus Wealth Management, LLC 0.02% Reduce -15.1% 455 $62K
JNBA Financial Advisors 0.01% No change 454 $62K
Tyler-Stone Wealth Management 0.03% Add +0.9% 446 $61K
Beaird Harris Wealth Management, LLC 0.01% Reduce -2.2% 445 $61K
SWAN Capital LLC 0.03% New 439 $60K
Tsfg, LLC 0.01% Reduce -14.6% 439 $60K
Pacific Center for Financial Services 0.02% No change 428 $59K
Hilltop National Bank 0.02% Add +27.1% 408 $56K
Essex Investment Management Co. LLC 0.01% No change 404 $55K
First Personal Financial Services 0.01% No change 396 $54K
Meeder Asset Management Inc. 0.00% Add +271.7% 394 $54K
Macroview Investment Management LLC 0.06% No change 384 $53K
Valued Wealth Advisors LLC 0.04% Reduce -4.5% 383 $52K
Wolff Wiese Magana LLC 0.04% Add +22.4% 371 $51K
Opal Wealth Advisors, LLC 0.02% Reduce -66.7% 370 $51K
Mendota Financial Group, LLC 0.03% Add +0.3% 366 $50K
RE Dickinson Investment Advisors, LLC 0.03% No change 365 $50K
Carolinas Wealth Consulting LLC 0.01% Reduce -2.7% 361 $49K
Dynamic Wealth Strategies, LLC 0.04% No change 343 $47K
Wiser Advisor Group LLC 0.07% Add +1.8% 344 $47K
Exchange Traded Concepts, LLC 0.00% Reduce -1.7% 340 $47K
Game Plan Financial Advisors, LLC 0.03% No change 336 $46K
Pingora Partners LLC 0.03% No change 335 $46K
Northwest Capital Management Inc 0.02% No change 328 $45K
Institutional & Family Asset Management, LLC 0.01% Reduce -65.1% 321 $44K
Blume Capital Management, Inc. 0.01% No change 320 $44K
Raffa Wealth Management, LLC 0.01% No change 316 $43K
Private Ocean, LLC 0.00% Reduce -8.8% 310 $42K
Eagle Bay Advisors LLC 0.03% Reduce -54.5% 302 $41K
FWL Investment Management, LLC 0.02% New 300 $41K
Ramirez Asset Management, Inc. 0.01% New 300 $41K
Morton Brown Family Wealth, LLC 0.02% Reduce -3.4% 282 $41K
Financial Perspectives, Inc 0.01% No change 293 $40K
Stephens Consulting, LLC 0.01% Add +20.6% 269 $37K
Gould Capital, LLC 0.03% No change 266 $36K
Mascoma Wealth Management LLC 0.01% Reduce -76.5% 264 $36K
Salomon & Ludwin, LLC 0.00% Reduce -81.1% 258 $35K
REAP Financial Group, LLC 0.01% Reduce -1.5% 256 $35K
Criterion Capital Advisors, LLC 0.02% No change 253 $35K
Tortoise Investment Management, LLC 0.00% Add +168.5% 247 $34K
SIMA Wealth Partners, LLC 0.03% — 242 $33K
GW&K Investment Management, LLC 0.00% Reduce -2.5% 238 $33K
Abound Wealth Management 0.01% Reduce -3.6% 240 $33K
Kelly Financial Services LLC 0.01% Add +4.4% 238 $33K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 237 $32K
Pacifica Partners Inc. 0.01% Add +10.2% 237 $32K
Centerpoint Advisors, LLC 0.01% Add +291.7% 235 $32K
Riverview Trust Co 0.03% New 232 $32K
Rational Advisors, Inc. 0.00% Reduce -66.8% 222 $30K
Front Row Advisors LLC 0.01% No change 221 $30K
Gen-Wealth Partners Inc 0.01% Reduce -31.6% 216 $30K
Ofi Invest Asset Management 0.00% Add +20.4% 230 $29K
HBC Financial Services, PLLC 0.02% Add +0.5% 219 $28K
TruNorth Capital Management, LLC 0.01% New 202 $28K
Cedar Wealth Management, LLC 0.01% Reduce -41.3% 202 $28K
WealthCollab, LLC 0.02% No change 201 $28K
Piscataqua Savings Bank 0.02% No change 200 $27K
Security National Bank 0.00% No change 200 $27K
Empirical Asset Management, LLC 0.01% New 11,967 $27K
Balefire, LLC 0.01% Reduce -25.8% 198 $27K
Guardian Wealth Management, Inc. 0.02% Add +1.5% 198 $27K
Horizon Bancorp Inc. 0.01% Reduce -19.1% 195 $27K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 190 $26K
Joseph Group Capital Management 0.01% No change 180 $25K
Planning Capital Management Corp 0.02% Add +1.1% 179 $24K
Beach Investment Counsel Inc. 0.00% New 174 $24K
Winch Advisory Services, LLC 0.01% Add +1.2% 170 $23K
GoalVest Advisory LLC 0.01% No change 167 $23K
Hobbs Group Advisors, LLC 0.01% — 163 $22K
Red Tortoise LLC 0.01% Add +1.3% 158 $22K
WFA of San Diego, LLC 0.02% — 155 $21K
Prestige Wealth Management Group LLC 0.00% Reduce -93.9% 154 $21K
First Financial Corp. 0.01% Reduce -16.3% 154 $21K
WR Wealth Planners, LLC 0.01% Reduce -3.8% 151 $21K
Coston, McIsaac & Partners 0.01% Add +0.7% 147 $20K
PrairieView Partners, LLC 0.00% No change 150 $20K
Bell Investment Advisors, Inc 0.00% Reduce -13.3% 143 $20K
Chilton Capital Management LLC 0.00% Reduce -73.8% 142 $19K
Bfsg, LLC 0.00% Reduce -99.0% 140 $19K
Cornerstone Planning Group LLC 0.01% Reduce -23.5% 150 $19K
Tidemark, LLC 0.01% Add +0.7% 136 $19K
DB Fitzpatrick & Co, Inc 0.02% No change 129 $18K
First Community Trust NA 0.02% No change 129 $18K
Transcendent Capital Group LLC 0.01% Add +5.7% 129 $18K
Cassady Schiller Wealth Management, LLC 0.01% Reduce -73.5% 128 $18K
Financial Freedom, LLC 0.01% No change 125 $17K
Legend Financial Advisors, Inc. 0.01% Add +218.4% 121 $17K
Fairfield Financial Advisors, LTD 0.00% — 120 $16K
Main Street Group, LTD 0.01% Reduce -10.1% 116 $16K
Caitlin John, LLC 0.01% No change 115 $16K
Spectrum Wealth Counsel, LLC 0.00% No change 113 $16K
Mowery & Schoenfeld Wealth Management, LLC 0.02% New 111 $15K
Triad Wealth Partners, LLC 0.01% New 111 $15K
Hanson & Doremus Investment Management 0.00% Reduce -19.6% 111 $15K
Thompson Investment Management, Inc. 0.00% No change 109 $15K
CBIZ Investment Advisory Services, LLC 0.00% No change 108 $15K
AllSquare Wealth Management LLC 0.01% No change 104 $14K
Syntax Research, Inc. 0.01% New 101 $14K
Centennial Bank 0.01% Reduce -19.4% 100 $14K
Richardson Capital Management LLC 0.01% No change 100 $14K
Family CFO Inc 0.01% Reduce -75.0% 100 $14K
Investment Research & Advisory Group, Inc. 0.01% No change 100 $14K
HWG Holdings LP 0.01% — 100 $14K
Atlantic Edge Private Wealth Management, LLC 0.00% Add +100.0% 100 $14K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 100 $14K
Ruedi Wealth Management, Inc. 0.01% Add +5.6% 95 $13K
Partnership Wealth Management, LLC 0.01% No change 92 $13K
Louisbourg Investments Inc. 0.00% No change 90 $12K
Burkett Financial Services, LLC 0.01% Add +1.1% 89 $12K
Gables Capital Management Inc. 0.01% No change 86 $12K
Cedar Mountain Advisors, LLC 0.00% No change 83 $11K
BOK Financial Private Wealth, Inc. 0.00% No change 83 $11K
Citizens National Bank Trust Department 0.00% No change 80 $11K
Moser Wealth Advisors, LLC 0.01% No change 79 $11K
Nvwm, LLC 0.00% Reduce -97.2% 76 $10K
Costello Asset Management, INC 0.01% New 75 $10K
Olistico Wealth, LLC 0.01% New 75 $10K
Evolution Advisers, Inc. 0.01% Reduce -11.2% 79 $10K
Eukles Asset Management 0.00% No change 73 $10K
Signature Resources Capital Management, LLC 0.01% Reduce -4.0% 71 $10K
Provenance Wealth Advisors, LLC 0.00% Reduce -15.5% 71 $10K
FSC Wealth Advisors, LLC 0.01% No change 70 $10K
Highline Wealth Partners LLC 0.00% Add +19.3% 68 $9K
BBJS Financial Advisors, LLC 0.00% New 65 $9K
IFS Advisors, LLC 0.01% No change 65 $9K
Ibex Wealth Advisors 0.00% Reduce -99.9% 63 $9K
Mfa Wealth Advisors, LLC 0.00% New 56 $8K
Dakota Community Bank & Trust NA 0.04% Reduce -8.3% 55 $8K
HighMark Wealth Management LLC 0.00% No change 54 $7K
Private Wealth Management Group, LLC 0.00% Reduce -61.9% 53 $7K
Carolina Wealth Advisors, LLC 0.00% No change 50 $7K
Nordwand Advisors, LLC 0.00% No change 50 $7K
CGC Financial Services, LLC 0.00% No change 50 $7K
Pineridge Advisors LLC 0.00% Reduce -51.5% 50 $7K
PSI Advisors, LLC 0.00% Add +75.0% 49 $7K
DiNuzzo Private Wealth, Inc. 0.00% Add +8.9% 49 $7K
Clear Point Advisors Inc. 0.01% Add +2.2% 46 $6K
Hoey Investments, Inc. 0.00% No change 45 $6K
True Wealth Design, LLC 0.00% Reduce -34.9% 43 $6K
Redmont Wealth Advisors LLC 0.01% No change 43 $6K
Sanctuary Wealth Management, L.L.C. 0.00% No change 42 $6K
Estabrook Capital Management 0.00% No change 40 $5K
Aspect Partners, LLC 0.00% Reduce -37.1% 39 $5K
Tributary Capital Management, LLC 0.00% Add +2.7% 38 $5K
Lam Group, Inc. 0.00% No change 34 $5K
Iron Horse Wealth Management, LLC 0.00% No change 31 $4K
Atlas Capital Advisors Inc. 0.00% No change 31 $4K
Newton One Investments LLC 0.00% Add +3.3% 31 $4K
Princeton Global Asset Management LLC 0.00% Reduce -99.8% 30 $4K
1620 Investment Advisors, Inc. 0.00% New 30 $4K
Financial Connections Group, Inc. 0.00% New 31 $4K
Westend Capital Management, LLC 0.00% No change 29 $4K
Strategic Financial Concepts, LLC 0.00% New 47,721 $4K
Marquette Asset Management, LLC 0.00% No change 28 $4K
Howard Capital Management Group, LLC 0.00% No change 28 $4K
Delos Wealth Advisors, LLC 0.00% No change 26 $4K
Trifecta Capital Advisors, LLC 0.00% No change 25 $3K
Custom Portfolio Group LLC 0.00% No change 25 $3K
Mb, Levis & Associates, LLC 0.00% No change 25 $3K
Lowe Wealth Advisors, LLC 0.00% No change 25 $3K
Atlantic Private Wealth, LLC 0.00% No change 25 $3K
New England Capital Financial Advisors LLC 0.00% No change 24 $3K
Financial Gravity Asset Management, Inc. 0.00% Reduce -55.8% 23 $3K
Avion Wealth 0.00% Reduce -87.2% 24 $3K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 21 $3K
Atwood & Palmer Inc. 0.00% No change 20 $3K
PFG Private Wealth Management, LLC 0.00% No change 17 $2K
Global Wealth Strategies & Associates 0.00% No change 17 $2K
Painted Porch Advisors LLC 0.00% New 16 $2K
Orion Capital Management LLC 0.00% No change 14 $2K
Kozak & Associates, Inc. 0.00% No change 11 $2K
Fairway Wealth LLC 0.00% New 11 $2K
Denver PWM, LLC 0.00% New 8 $1K
Pin Oak Investment Advisors Inc. 0.00% Reduce -90.9% 10 $1K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -63.0% 10 $1K
Frazier Financial Advisors, LLC 0.00% No change 6 $822
Fairman Group, LLC 0.00% No change 6 $821
ClariVest Asset Management LLC 0.00% New 4 $543
Cherry Tree Wealth Management, LLC 0.00% No change 3 $411
Mattson Financial Services, LLC 0.00% — 3 $411
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 2 $350
Creative Capital Management Investments LLC 0.00% New 2 $274
Oliver Lagore Vanvalin Investment Group 0.00% Reduce -98.8% 2 $213

"% 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.