United Parcel Service Class BUPS

13F holders, Q4 2024 (December 31)
2,290holders +125
129new positions
144sold out
11famous investors
$126.09avg. 13F price*

At the end of Q4 2024, 2,290 institutions reported holding United Parcel Service Class B (UPS) in their 13F filings, up 125 from Q3 2024. 129 opened new positions and 144 sold out. The largest holders were Vanguard Group Inc. ($8.2B), BlackRock, Inc. ($6.5B) and State Street Corp. ($3.8B). 11 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Bill Gates / Michael Larson (0.2% of Gates Foundation Trust's portfolio) and Steve Cohen (0.2% of Point72 Asset Management'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions129$419.4M
Exits144$247.4M

All 13F filers, Q3 2024 → Q4 2024: 30,464,407 shares bought and 31,491,744 shares sold, net −1,027,337 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,290 holders

Vanguard Group Inc. 0.14% Add +0.6% 65,136,394 $8.2B
BlackRock, Inc. 0.13% Reduce -3.9% 51,570,250 $6.5B
State Street Corp. 0.15% Add +1.7% 30,103,668 $3.8B
Charles Schwab Investment Management Inc. 0.54% Add +6.1% 23,264,665 $2.9B
JPMorgan Chase & Co. 0.23% Reduce -5.6% 22,535,413 $2.8B
Geode Capital Management, LLC 0.15% Add +2.7% 15,704,334 $2.0B
Wellington Management Group LLP 0.35% Reduce -8.1% 14,937,261 $1.9B
Franklin Resources Inc. 0.39% Add +15.6% 10,979,909 $1.4B
FMR LLC 0.08% Add +2.5% 10,895,828 $1.4B
Amundi 0.44% Add +14.6% 10,040,863 $1.3B
Bank of America Corp. 0.12% Reduce -9.6% 9,982,465 $1.3B
Norges Bank 0.14% Add +9.3% 8,528,097 $1.1B
Morgan Stanley 0.07% Add +9.5% 7,535,959 $950.3M
Northern Trust Corp. 0.13% Add +9.6% 7,391,605 $932.1M
UBS Group AG 0.20% Add +18.1% 7,164,657 $903.5M
T. Rowe Price Associates Inc. 0.09% Add +19.7% 6,463,930 $815.1M
Wells Fargo & Company 0.17% Reduce -5.5% 5,549,354 $699.8M
Bank of New York Mellon Corp 0.12% Reduce -22.6% 5,012,851 $632.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.13% Reduce -2.0% 4,547,842 $573.5M
Legal & General Group Plc 0.14% Reduce -3.0% 4,114,499 $518.8M
Goldman Sachs Group Inc. 0.10% Reduce -49.5% 3,993,063 $503.5M
American Century Companies Inc. 0.29% Reduce -1.9% 3,959,004 $499.2M
Invesco Ltd. 0.08% Reduce -15.1% 3,623,865 $457.0M
Dimensional Fund Advisors LP 0.11% Add +5.8% 3,623,209 $456.9M
Nuveen Asset Management, LLC 0.11% Reduce -10.3% 3,182,168 $401.3M
Van Eck Associates Corp. 0.51% Add +77.7% 3,150,901 $397.3M
Capital World Investors 0.06% Add +0.0% 3,144,910 $396.6M
Raymond James Financial Inc. 0.15% — 3,121,967 $393.7M
Nordea Investment Management AB 0.38% Add +30.7% 2,919,945 $367.3M
Primecap Management Co. 0.27% Reduce -2.4% 2,788,761 $351.7M
Deutsche Bank AG 0.12% Add +21.4% 2,464,742 $310.8M
Royal Bank of Canada 0.07% Reduce -17.8% 2,430,724 $306.5M
Marshall Wace, LLP 0.36% Add +12.3% 2,259,221 $284.9M
Swiss National Bank 0.17% Reduce -4.4% 2,069,300 $260.9M
Citadel Advisors 0.23% Add +15.4% 1,969,325 $248.3M
California Public Employees Retirement System 0.15% Reduce -1.8% 1,833,819 $231.2M
HSBC Holdings PLC 0.14% Add +12.0% 1,831,043 $230.5M
Sumitomo Mitsui Trust Group, Inc. 0.15% Add +1.4% 1,777,479 $224.1M
Ameriprise Financial Inc. 0.06% Reduce -44.5% 1,770,037 $223.0M
First Trust Advisors LP 0.20% Add +3.9% 1,767,781 $222.9M
FineMark National Bank & Trust 7.55% Reduce -0.3% 1,717,533 $216.6M
Federated Hermes, Inc. 0.45% Add +2.1% 1,624,016 $204.8M
Stifel Financial Corp. 0.21% Add +1.9% 1,570,248 $198.0M
National Pension Service 0.19% Add +20.1% 1,556,868 $196.3M
Two Sigma Advisers, LP 0.42% Reduce -31.3% 1,425,744 $179.8M
Barclays PLC 0.09% Reduce -24.5% 1,389,250 $175.2M
LPL Financial LLC 0.07% Add +2.8% 1,382,552 $174.3M
Rhumbline Advisers 0.15% Reduce -0.5% 1,365,150 $172.1M
Prudential Financial Inc. 0.24% Add +107.7% 1,361,621 $171.7M
Envestnet Asset Management Inc. 0.05% Reduce -9.2% 1,297,356 $163.6M
Artisan Partners Limited Partnership 0.24% Add +5.4% 1,246,471 $157.2M
London Co. of Virginia 0.85% Reduce -8.6% 1,229,677 $155.1M
Capital International Investors 0.03% Add +0.1% 1,203,549 $151.8M
PNC Financial Services Group, Inc. 0.10% Reduce -2.4% 1,182,499 $149.1M
SG Americas Securities, LLC 0.64% Reduce -4.0% 1,153,684 $145.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.14% Add +9.4% 1,161,548 $143.8M
Janus Henderson Group PLC 0.07% Add +316.7% 1,122,886 $141.6M
Spirepoint Private Client, LLC 17.15% Add +0.2% 1,085,093 $136.8M
Victory Capital Management Inc. 0.14% Add +73.7% 1,083,918 $136.7M
Swiss Life Asset Management Ltd 1.01% Add +270.3% 1,081,288 $136.3M
Millennium Management 0.12% Add +168.2% 1,063,138 $134.1M
Allianz Asset Management GmbH 0.19% Add +798.9% 1,045,224 $131.8M
BNP Paribas Financial Markets 0.10% Reduce -10.2% 1,035,674 $130.6M
HighTower Advisors, LLC 0.18% Reduce -5.6% 1,032,857 $130.2M
Bank of Montreal 0.07% Reduce -7.3% 1,030,200 $129.9M
California State Teachers Retirement System 0.14% Reduce -15.8% 964,482 $121.6M
Qube Research & Technologies Ltd 0.20% Add +70.2% 955,261 $120.5M
DAVENPORT & Co LLC 0.66% Reduce -0.8% 890,509 $112.1M
Clifford Swan Investment Counsel LLC 3.99% Add +1.3% 879,539 $110.9M
Crawford Investment Counsel Inc. 1.98% Reduce -1.3% 872,540 $110.0M
New York State Common Retirement Fund 0.15% Add +0.3% 867,132 $109.3M
Merit Financial Group, LLC 1.92% Reduce -9.5% 848,194 $107.0M
Schonfeld Strategic Advisors LLC 0.65% Add +667.1% 822,633 $103.7M
Empower Advisory Group, LLC 0.35% Add +2.1% 821,821 $103.6M
Principal Financial Group Inc. 0.06% Reduce -0.9% 821,781 $103.6M
Alliancebernstein L.P. 0.04% Reduce -19.4% 819,533 $103.3M
Assenagon Asset Management S.A. 0.18% Reduce -25.4% 805,150 $101.5M
Accredited Investors Inc. 5.80% Reduce -0.0% 784,749 $99.0M
Cullen Capital Management, LLC 1.11% Reduce -26.5% 757,049 $95.5M
Gates Foundation Trust 0.23% No change 755,089 $95.2M
Baird Financial Group, Inc. 0.18% Add +0.0% 752,709 $94.9M
Maj Invest Holding A/S 3.11% Reduce -13.5% 749,747 $94.5M
Mariner, LLC 0.16% Reduce -1.4% 746,761 $94.2M
Massachusetts Financial Services Co. 0.03% Reduce -16.1% 744,586 $93.9M
Susquehanna International Group, LLP 0.14% Add +104.3% 742,612 $93.6M
US Bancorp \de 0.12% Reduce -3.6% 725,999 $91.5M
State Board of Administration of Florida Retirement System 0.16% Reduce -0.2% 679,524 $85.7M
Adage Capital Partners Gp, L.L.C. 0.15% Reduce -2.4% 673,800 $85.0M
Thrivent Financial for Lutherans 0.16% Reduce -52.0% 661,828 $83.5M
Interval Partners, LP 2.13% Add +272.5% 659,469 $83.2M
Two Sigma Investments, LP 0.20% Reduce -60.5% 657,585 $82.9M
BBR Partners, LLC 5.68% Reduce -0.1% 645,764 $81.4M
New York State Teachers Retirement System 0.17% Reduce -3.4% 638,817 $80.6M
Commonwealth Equity Services, LLC 0.12% Add +2.3% 630,518 $79.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.16% — 617,990 $77.9M
Mirae Asset Global Investments Co., Ltd. 0.31% Add +21.8% 612,094 $77.2M
Boston Trust Walden Corp 0.54% Reduce -2.5% 608,973 $76.8M
Manufacturers Life Insurance Company, The 0.07% Add +3.4% 606,895 $76.5M
Confluence Investment Management LLC 1.05% Reduce -1.8% 602,472 $76.0M
Point72 Asset Management 0.21% New 599,759 $75.6M
Baillie Gifford & Co. 0.06% Reduce -9.5% 593,605 $74.9M
Bank Julius Baer & Co. Ltd, Zurich 0.23% Add +6.8% 555,927 $74.3M
Epoch Investment Partners, Inc. 0.35% Reduce -5.1% 565,952 $71.4M
Jane Street Group, LLC 0.11% Add +263.8% 563,114 $71.0M
Haverford Trust Co 0.70% Reduce -27.5% 562,658 $71.0M
D. E. Shaw & Co. 0.08% Add +55.0% 562,656 $71.0M
Voya Investment Management LLC 0.09% Reduce -2.4% 561,761 $70.8M
Janney Montgomery Scott LLC 0.19% Reduce -4.5% 544,824 $68.7M
Truist Financial Corp. 0.10% Reduce -10.0% 519,111 $65.5M
CANADA LIFE ASSURANCE Co 0.11% Reduce -29.3% 519,161 $65.4M
Korea Investment CORP 0.15% Reduce -15.3% 508,196 $64.1M
Wealth Enhancement Advisory Services, LLC 0.12% Add +4.5% 506,090 $63.8M
Pinebridge Investments, L.P. 0.47% Add +14.8% 498,619 $62.9M
Equity Investment Corp. 1.47% Reduce -4.5% 497,714 $62.8M
M&T Bank Corp 0.21% Reduce -6.3% 496,701 $62.6M
Manchester Capital Management LLC 7.23% Reduce -1.3% 493,830 $62.3M
Squarepoint Ops LLC 0.15% Reduce -20.9% 461,351 $58.2M
Nomura Asset Management Co. Ltd. 0.17% Add +1.2% 448,905 $56.6M
Aviva PLC 0.14% Add +32.1% 441,124 $55.6M
Bank of Nova Scotia 0.10% Add +278.7% 439,338 $55.4M
Stonegate Investment Group, LLC 1.47% Add +0.5% 438,226 $55.3M
National Bank of Canada 0.07% Reduce -10.3% 433,250 $54.6M
Rockefeller Capital Management L.P. 0.14% Add +37.9% 432,420 $54.5M
Focus Partners Wealth 0.14% Add +16.9% 426,706 $53.8M
Pictet Asset Management Holding SA 0.06% Add +15.0% 426,393 $53.8M
J. Safra Sarasin Holding AG 0.91% Add +0.7% 424,648 $53.5M
Mitsubishi UFJ Trust & Banking Corp 0.13% Add +16.6% 423,026 $53.3M
Cerity Partners LLC 0.12% Reduce -5.6% 418,758 $53.2M
Annie E. Casey Foundation, Inc. 77.79% — 421,036 $53.1M
State of Wisconsin Investment Board 0.14% Reduce -7.3% 417,817 $52.7M
Danske Bank A/S 0.15% Add +14.1% 400,439 $50.5M
Corient Private Wealth LP 0.08% Reduce -14.2% 395,523 $49.5M
Russell Investments Group, Ltd. 0.07% Add +19.8% 391,291 $49.3M
Arrowstreet Capital, Limited Partnership 0.04% Reduce -54.6% 388,186 $49.0M
Aberdeen Group plc 0.09% Reduce -4.9% 390,719 $48.9M
Citigroup Inc. 0.05% Reduce -33.8% 386,278 $48.7M
Chevy Chase Trust Holdings, LLC 0.15% Reduce -2.2% 385,693 $48.6M
Pacer Advisors, Inc. 0.11% Add +11.1% 374,920 $47.3M
Coho Partners, Ltd. 2.16% Reduce -22.8% 373,036 $47.0M
Hollencrest Capital Management 1.88% Reduce -0.1% 369,842 $46.6M
TD Asset Management Inc 0.04% Add +1.2% 367,832 $46.4M
Cacti Asset Management LLC 3.46% No change 367,968 $46.1M
Old Republic International Corp. 1.82% No change 365,600 $46.1M
Fairview Capital Investment Management, LLC 2.38% Reduce -0.0% 363,494 $45.8M
Balyasny Asset Management L.P. 0.11% Add +2190.7% 355,542 $44.8M
Centric Wealth Management 11.89% Reduce -0.1% 349,140 $44.0M
Capital Fund Management S.A. 0.43% Reduce -31.6% 343,775 $43.4M
Sei Investments Co. 0.05% Add +1.3% 335,671 $42.3M
STRS Ohio 0.17% Reduce -2.9% 335,017 $42.2M
Healthcare of Ontario Pension Plan Trust Fund 0.09% Add +50.1% 333,297 $42.0M
Treasurer of the State of North Carolina 0.16% Add +0.5% 329,362 $41.5M
Walleye Capital LLC 0.43% Add +395.4% 324,701 $40.9M
Public Employees Retirement System of Ohio 0.14% Reduce -4.3% 319,884 $40.3M
First Foundation Advisors 1.52% Reduce -0.3% 319,161 $40.2M
CFO4Life Group, LLC 7.01% Reduce -1.2% 316,288 $39.9M
Capital CS Group, LLC 52.06% Reduce -1.8% 309,106 $39.0M
Royal London Asset Management Ltd. 0.09% Add +1.5% 308,405 $38.9M
Impax Asset Management Group plc 0.18% Reduce -8.2% 307,757 $38.8M
RNC Capital Management LLC 2.06% Reduce -21.7% 305,530 $38.5M
Handelsbanken Fonder AB 0.15% Add +7.7% 303,181 $38.2M
Swedbank AB 0.05% Add +6.3% 298,088 $37.6M
J. Goldman & Co LP 1.33% New 297,480 $37.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% Add +4.1% 296,880 $37.4M
1832 Asset Management L.P. 0.07% Add +125.5% 296,047 $37.3M
Storebrand Asset Management As 0.11% Reduce -11.0% 294,215 $37.1M
Deprince Race & Zollo Inc. 0.73% Reduce -6.8% 292,528 $36.9M
AXA S.A. 0.11% Add +43.8% 290,801 $36.7M
Mn Services Vermogensbeheer B.V. 0.24% Add +2.2% 287,099 $36.2M
Bahl & Gaynor LLC 0.19% Reduce -26.0% 286,492 $36.1M
Credit Agricole S A 0.12% Add +146.9% 282,494 $35.6M
Asset Management One Co., Ltd. 0.12% Add +1.0% 281,559 $35.5M
Cetera Investment Advisers 0.07% Add +6.1% 278,681 $35.1M
Advisors Capital Management, LLC 0.55% Reduce -9.7% 277,859 $35.0M
Saturna Capital Corp. 0.47% Add +1.2% 274,863 $34.7M
DekaBank Deutsche Girozentrale 0.06% No change 275,038 $34.7M
Donaldson Capital Management, LLC 1.31% Add +23.1% 272,867 $34.4M
State of New Jersey Common Pension Fund D 0.14% No change 269,019 $33.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% Reduce -10.9% 268,084 $33.8M
DNB Asset Management AS 0.15% Add +4.8% 267,467 $33.7M
Cornerstone Investment Partners, LLC 1.65% Reduce -2.4% 263,915 $33.3M
River Road Asset Management, LLC 0.43% Add +97.2% 257,461 $32.5M
Guggenheim Capital LLC 0.27% Add +0.3% 256,667 $32.4M
Toronto Dominion Bank 0.06% Reduce -31.3% 254,058 $32.0M
Zacks Investment Management 0.29% Add +29.6% 252,117 $31.8M
Creative Planning 0.03% Add +0.7% 247,358 $31.2M
Lansforsakringar Fondforvaltning AB (publ) 0.12% — 246,649 $31.1M
KLP Kapitalforvaltning As 0.15% — 242,893 $30.6M
Natixis Advisors, LLC 0.06% Reduce -3.4% 240,967 $30.4M
KBC Group NV 0.08% Add +82.7% 239,471 $30.2M
Macquarie Group Ltd. 0.04% Reduce -59.2% 266,056 $30.0M
W1M Asset Management Ltd 2.54% Add +1.0% 236,624 $29.8M
Advisors Asset Management, Inc. 0.54% Add +9.3% 230,749 $29.1M
Verition Fund Management LLC 0.15% Add +2791.6% 229,330 $28.9M
Alps Advisors Inc. 0.18% Reduce -0.6% 229,077 $28.9M
Glenmede Trust Co. NA 0.15% Reduce -34.4% 226,037 $28.5M
USS Investment Management Ltd 0.20% Reduce -3.4% 220,971 $27.9M
Ensign Peak Advisors, Inc 0.05% Add +57.2% 220,698 $27.8M
Fidelity National Financial, Inc. 0.56% No change 220,000 $27.7M
HRT Financial LP 0.14% New 219,051 $27.6M
Resona Asset Management Co.,Ltd. 0.16% Reduce -4.5% 218,766 $27.6M
D.A. Davidson & Co. 0.22% Add +5.4% 214,533 $27.1M
Arizona State Retirement System 0.16% Add +1.1% 211,390 $26.7M
Nexus Investment Management ULC 2.66% Add +3.7% 210,600 $26.6M
Holocene Advisors, LP 0.09% New 210,000 $26.5M
Clarkston Capital Partners, LLC 0.51% Add +2.8% 209,886 $26.5M
Smith Chas P & Associates Pa Cpas 1.51% Reduce -10.2% 208,455 $26.3M
Comerica Bank 0.11% Reduce -11.9% 208,000 $26.2M
Gateway Investment Advisers LLC 0.29% Reduce -17.7% 205,715 $25.9M
Professional Advisory Services Inc. 3.23% Reduce -0.7% 202,811 $25.6M
Jones Financial Companies LLLP 0.02% Add +88.2% 201,030 $25.3M
State of Michigan Retirement System 0.13% Reduce -0.5% 198,514 $25.0M
Teacher Retirement System of Texas 0.09% Add +128.4% 198,121 $25.0M
MetLife Investment Management, LLC 0.13% Add +1.6% 193,539 $24.4M
State of Tennessee, Department of Treasury 0.09% Reduce -4.0% 192,987 $24.3M
Blair William & Co. 0.07% Reduce -6.1% 192,681 $24.3M
Andra AP-fonden 0.39% Add +17.8% 192,183 $24.2M
Capital Investment Advisors, LLC 0.49% Reduce -6.3% 190,695 $24.0M
Schroder Investment Management Group 0.02% Add +6.9% 190,286 $23.8M
Osaic Holdings, Inc. 0.05% Add +6.4% 198,452 $23.5M
Canada Pension Plan Investment Board 0.02% Add +80.3% 182,996 $23.1M
Jamison Private Wealth Management, Inc. 3.36% Add +2.1% 180,494 $22.8M
Delta Asset Management LLC 2.02% Reduce -0.9% 178,681 $22.5M
Renaissance Technologies 0.03% Reduce -46.0% 177,401 $22.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Reduce -50.8% 176,157 $22.2M
United Services Automobile Association 0.72% No change 175,117 $22.1M
Nisa Investment Advisors, LLC 0.09% Reduce -3.5% 174,045 $21.9M
AQR Capital Management 0.03% Reduce -52.7% 173,124 $21.7M
Willis Investment Counsel 1.42% Add +1.0% 171,522 $21.6M
Oppenheimer Asset Management Inc. 0.26% Reduce -12.7% 171,143 $21.6M
Sabal Trust CO 1.25% Add +3.0% 171,027 $21.6M
Keybank National Association 0.08% Reduce -5.0% 169,330 $21.4M
Corebridge Financial, Inc. 0.11% Reduce -4.7% 168,092 $21.2M
LBP Am SA 0.28% Add +53.2% 165,932 $20.9M
Verity & Verity, LLC 1.91% Add +27.9% 165,693 $20.9M
TCW Group Inc. 0.18% Add +21.6% 165,596 $20.9M
Forsta Ap-Fonden 0.15% Reduce -3.5% 165,500 $20.9M
GMO 0.07% Add +16.3% 165,042 $20.8M
Trexquant Investment LP 0.24% New 162,502 $20.5M
Voloridge Investment Management, LLC 0.07% Reduce -79.0% 159,592 $20.1M
Czech National Bank 0.19% Add +6.3% 158,576 $20.0M
Retirement Systems of Alabama 0.07% Reduce -0.7% 158,348 $20.0M
Evergreen Capital Management LLC 0.65% Add +7.3% 158,276 $20.0M
Kestra Advisory Services, LLC 0.11% Reduce -10.4% 157,339 $19.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.12% Reduce -2.5% 155,511 $19.6M
Letko, Brosseau & Associates Inc. 0.38% Reduce -0.5% 154,369 $19.5M
Choreo, LLC 0.27% Reduce -1.1% 151,789 $19.1M
Allworth Financial LP 0.10% Add +2.1% 143,765 $19.1M
Benjamin Edwards Inc. 0.27% Add +2.5% 150,525 $19.0M
Waverly Advisors, LLC 0.29% Add +77.1% 150,428 $19.0M
Skandinaviska Enskilda Banken AB (publ) 0.08% Add +0.6% 149,830 $18.8M
Cambridge Investment Research Advisors, Inc. 0.06% Add +5.5% 148,251 $18.7M
Bridgeway Capital Management, LLC 0.41% Add +12.3% 146,633 $18.5M
ADAPT Investment Managers SA 8.53% — 145,899 $18.4M
CIBC Private Wealth Group LLC 0.03% Reduce -6.3% 144,896 $18.4M
Boussard & Gavaudan Investment Management LLP 2.40% New 145,000 $18.2M
Godsey & Gibb, Inc. 1.79% Add +2.8% 142,387 $18.0M
Hudson Bay Capital Management LP 0.13% New 142,101 $17.9M
Amalgamated Bank 0.15% Reduce -2.1% 140,673 $17.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.11% Add +15.3% 140,277 $17.7M
Kimelman & Baird, LLC 1.40% Add +1.2% 139,279 $17.6M
Modera Wealth Management, LLC 0.21% Reduce -1.0% 138,795 $17.5M
CIBC Asset Management Inc 0.06% Add +0.4% 137,490 $17.3M
Badgley Phelps Wealth Managers, LLC 0.40% Reduce -0.1% 134,600 $17.0M
Waters Parkerson & Co., LLC 0.88% Reduce -3.4% 133,174 $16.8M
IFM Investors Pty Ltd 0.17% Reduce -10.5% 131,438 $16.6M
Worldquant Millennium Advisors LLC 0.11% New 131,427 $16.6M
Empowered Funds, LLC 0.24% Add +71.8% 129,683 $16.4M
Allspring Global Investments Holdings, LLC 0.03% Add +27.1% 131,623 $16.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.47% Reduce -9.4% 128,433 $16.2M
Tamar Securities, LLC 2.20% Reduce -4.6% 125,972 $15.9M
Connor, Clark & Lunn Investment Management Ltd. 0.07% New 125,260 $15.8M
Factory Mutual Insurance Co. 0.17% No change 123,700 $15.6M
Wilkins Investment Counsel Inc. 2.25% Add +6.1% 123,628 $15.6M
Donald L. Hagan, LLC 8.05% Reduce -5.0% 123,000 $15.5M
Capstone Investment Advisors, LLC 0.20% Add +37.9% 122,221 $15.4M
Utah Retirement Systems 0.17% Add +0.2% 120,818 $15.2M
Dearborn Partners LLC 0.64% Reduce -3.8% 120,399 $15.2M
Cantor Fitzgerald Investment Advisors L.P. 1.05% Add +1.3% 120,175 $15.2M
Calamos Advisors LLC 0.10% No change 119,031 $15.0M
South Dakota Investment Council 0.30% Add +42.9% 117,820 $14.9M
Marco Investment Management LLC 1.27% Add +3.5% 116,568 $14.7M
MML Investors Services, LLC 0.05% Reduce -1.6% 115,991 $14.6M
Financial Counselors Inc. 0.21% Reduce -1.4% 115,942 $14.6M
KCM Investment Advisors LLC 0.51% Reduce -16.9% 115,834 $14.6M
Cibc World Markets Corp. 0.09% Add +16.3% 115,449 $14.6M
First Long Island Investors, LLC 1.15% Add +0.0% 114,819 $14.5M
Aquatic Capital Management LLC 0.39% Add +145.3% 114,807 $14.5M
Debussy Capital Management LP 2.16% New 103,541 $14.1M
Measured Wealth Private Client Group, LLC 4.55% New 111,552 $14.1M
Drexel Morgan & Co. 2.86% No change 109,765 $13.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +10.2% 108,976 $13.7M
New York Life Investment Management LLC 0.13% Add +0.5% 108,894 $13.7M
Brookstone Capital Management 0.20% Add +10.8% 108,837 $13.7M
AMF Tjanstepension AB 0.10% No change 108,360 $13.7M
Scotia Capital Inc. 0.07% Add +0.8% 108,238 $13.6M
Marcum Wealth, LLC 1.18% Reduce -1.2% 107,860 $13.6M
Greatmark Investment Partners, Inc. 1.84% Add +4.7% 107,406 $13.5M
Fifth Third Bancorp 0.05% Reduce -5.4% 106,833 $13.5M
Intact Investment Management Inc. 0.47% Add +3.8% 106,400 $13.4M
Police & Firemen's Retirement System of New Jersey 0.13% — 106,281 $13.4M
ProShare Advisors LLC 0.03% Add +13.7% 106,207 $13.4M
Aware Super Pty Ltd as trustee of Aware Super 0.21% — 106,131 $13.4M
Sound Income Strategies, LLC 0.83% Add +5576.9% 105,817 $13.3M
Regions Financial Corp. 0.10% Reduce -3.7% 105,761 $13.3M
Steigerwald, Gordon & Koch Inc. 1.49% Add +4.8% 104,809 $13.2M
Yousif Capital Management, LLC 0.15% Reduce -1.1% 104,655 $13.2M
Private Advisor Group, LLC 0.07% Reduce -0.2% 104,629 $13.2M
International Assets Investment Management, LLC 1.10% Reduce -0.9% 106,387 $13.2M
Mayar Capital Ltd. 17.23% Reduce -12.1% 104,320 $13.2M
Xponance LLC 0.12% Add +1.4% 104,237 $13.1M
Sanctuary Advisors, LLC 0.08% Add +0.7% 114,130 $13.1M
Loomis Sayles & Co. L P 0.02% Add +5.5% 103,068 $13.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.13% Add +4.6% 102,726 $13.0M
Trillium Asset Management, LLC 0.33% Reduce -10.1% 101,630 $12.8M
Assetmark, Inc. 0.03% Add +23.9% 100,212 $12.6M
Washington Trust Advisors, Inc. 1.04% Reduce -4.7% 98,435 $12.4M
Daiwa Securities Group Inc. 0.06% Add +7.8% 98,355 $12.4M
QRG Capital Management, Inc. 0.13% Reduce -1.1% 97,694 $12.3M
Public Employees Retirement Association of Colorado 0.05% Reduce -3.1% 97,244 $12.3M
Florida Trust Wealth Management Co 0.38% Add +16.7% 95,512 $12.0M
Everett Harris & Co. 0.15% Reduce -2.8% 95,438 $12.0M
Janney Capital Management LLC 0.79% Add +7.5% 95,071 $12.0M
Founders Capital Management, LLC 2.12% Add +88.8% 94,979 $12.0M
Telos Capital Management, Inc. 1.26% Reduce -1.6% 93,971 $11.8M
First Manhattan Co. Llc. 0.03% Reduce -12.0% 93,195 $11.8M
Orion Porfolio Solutions, LLC 0.12% Add +10.4% 92,570 $11.7M
Orion Portfolio Solutions, LLC 0.12% Add +10.4% 92,570 $11.7M
NewEdge Advisors, LLC 0.07% Reduce -1.6% 92,100 $11.6M
Neuberger Berman Group LLC 0.01% Reduce -1.2% 91,862 $11.6M
Southern Capital Advisors, LLC 6.40% Reduce -2.1% 91,726 $11.6M
Public Sector Pension Investment Board 0.05% Add +183.4% 91,500 $11.5M
Vontobel Holding Ltd. 0.04% Add +0.7% 91,465 $11.5M
Westshore Wealth, LLC 4.67% No change 91,269 $11.5M
Wedge Capital Management L L P 0.21% Reduce -4.1% 91,255 $11.5M
Fullcircle Wealth LLC 4.71% Reduce -2.7% 99,472 $11.5M
Hengehold Capital Management LLC 1.08% Add +0.2% 90,687 $11.4M
State of Alaska, Department of Revenue 0.13% Reduce -9.9% 90,611 $11.4M
Pinnacle Financial Partners Inc 0.23% Reduce -2.1% 89,979 $11.3M
Fisher Asset Management 0.00% Reduce -27.9% 89,416 $11.3M
Peapack Gladstone Financial Corp. 0.16% Add +7.4% 89,261 $11.3M
Townsquare Capital LLC 0.13% Add +7.5% 89,050 $11.2M
Jacobs & Co. 1.14% Add +0.8% 88,746 $11.2M
Brown Brothers Harriman & Co. 0.08% Reduce -27.7% 88,692 $11.2M
Nissay Asset Management Corp. /Japan 0.07% Add +0.4% 88,599 $11.2M
Mutual of America Capital Management LLC 0.12% Reduce -2.9% 87,629 $11.1M
Mercer Global Advisors Inc. 0.03% Reduce -6.2% 86,781 $10.9M
Stockman Wealth Management, Inc. 1.71% New 86,673 $10.9M
Brown Advisory Inc. 0.01% Reduce -16.8% 86,628 $10.9M
Isthmus Partners, LLC 1.31% Reduce -15.3% 85,710 $10.8M
Bar Harbor Wealth Management 0.70% Reduce -0.6% 85,146 $10.7M
Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 8.19% No change 84,574 $10.7M
First Fiduciary Investment Counsel, Inc. 2.16% Add +5.6% 84,168 $10.6M
CapWealth Advisors, LLC 1.17% Add +4.1% 83,874 $10.6M
Cullinan Associates Inc. 0.68% Reduce -13.0% 83,426 $10.5M
United Bank 1.25% Reduce -1.0% 83,378 $10.5M
Pathstone Holdings, LLC 0.05% Reduce -14.3% 82,637 $10.4M
Heritage Investors Management Corp. 0.34% Add +0.6% 82,448 $10.4M
Moneta Group Investment Advisors LLC 0.15% Reduce -0.8% 82,420 $10.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.10% Reduce -11.4% 82,008 $10.3M
Rafferty Asset Management, LLC 0.04% Add +16.1% 81,867 $10.3M
Waypoint Wealth Partners Inc. 2.82% No change 81,858 $10.3M
Stonebridge Capital Advisors LLC 0.82% Add +1.8% 81,329 $10.3M
Rwa Wealth Partners, LLC 0.13% Reduce -0.8% 81,274 $10.2M
Lido Advisors, LLC 0.06% Add +11.0% 81,250 $10.2M
Miramar Capital, LLC 2.44% Reduce -13.4% 81,121 $10.2M
Avanza Fonder AB 0.30% — 79,297 $10.0M
Kestra Private Wealth Services, LLC 0.17% Add +9.7% 78,852 $9.9M
BLI - Banque de Luxembourg Investments 0.27% — 78,780 $9.9M
Cwm, LLC 0.04% Reduce -9.3% 77,557 $9.8M
Nwam LLC 0.60% Reduce -53.9% 77,543 $9.8M
Ilmarinen Mutual Pension Insurance Co 0.08% No change 77,000 $9.7M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.14% Reduce -1.2% 76,740 $9.7M
Logan Capital Management Inc. 0.40% Reduce -12.2% 76,481 $9.6M
Summit Global Investments 0.60% Add +302.6% 76,429 $9.6M
Synovus Financial Corp. 0.12% Reduce -13.5% 75,738 $9.6M
Centre Asset Management, LLC 2.18% New 75,571 $9.5M
Engineers Gate Manager LP 0.17% Reduce -5.9% 75,397 $9.5M
Varma Mutual Pension Insurance Co 0.07% Reduce -50.4% 75,370 $9.5M
United Capital Financial Advisors, LLC 0.08% Reduce -4.0% 75,323 $9.5M
Stephens Inc. 0.13% Reduce -38.8% 75,250 $9.5M
Eisler Capital Management Ltd. 0.32% — 76,540 $9.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.26% Add +15.4% 75,049 $9.5M
Olstein Capital Management, L.P. 1.66% Reduce -3.9% 75,000 $9.5M
Woodmont Investment Counsel LLC 0.70% Reduce -1.3% 74,683 $9.4M
Advocate Group LLC 1.77% Add +9.1% 74,600 $9.4M
Quantinno Capital Management LP 0.09% Add +14.8% 74,283 $9.4M
Cadence Bank 0.63% Add +98.3% 73,809 $9.3M
Associated Banc-Corp 0.28% Add +12.6% 73,170 $9.2M
Hendershot Investments Inc. 1.26% Add +9.9% 73,046 $9.2M
Crestline Management, L.P. 0.32% Add +390.7% 72,981 $9.2M
J.W. Cole Advisors, Inc. 0.37% Reduce -0.5% 72,538 $9.1M
Kornitzer Capital Management Inc. 0.18% Reduce -1.9% 72,517 $9.1M
Madison Asset Management, LLC 0.10% Reduce -28.0% 72,280 $9.1M
Madison Investment Advisors, LLC 0.10% — 72,280 $9.1M
Candriam S.C.A. 0.05% Reduce -48.7% 71,341 $9.0M
Pinnacle Associates Ltd. 0.12% Reduce -32.2% 70,978 $9.0M
Steward Partners Investment Advisory, LLC 0.08% Add +3.4% 70,388 $8.9M
Allianz SE 0.23% Add +0.9% 70,119 $8.8M
TCTC Holdings, LLC 0.32% Reduce -0.7% 69,588 $8.8M
Mizuho Securities USA LLC 0.16% Add +45.9% 69,317 $8.7M
&partners 0.10% Add +31.8% 70,927 $8.7M
Cyndeo Wealth Partners, LLC 0.59% Add +6.1% 69,090 $8.7M
Quantbot Technologies LP 0.31% Add +382.8% 68,310 $8.6M
Armstrong Advisory Group, Inc. 0.69% Reduce -9.3% 68,171 $8.6M
Atria Investments, Inc 0.11% Reduce -2.1% 68,059 $8.6M
Bell Bank 0.64% Add +14.7% 67,806 $8.6M
Bartlett & Co. Wealth Management LLC 0.12% Reduce -6.9% 67,386 $8.5M
Kayne Anderson Rudnick Investment Management LLC 0.02% Reduce -9.0% 67,077 $8.5M
Mackenzie Financial Corp. 0.01% Add +8.0% 67,015 $8.5M
Elo Mutual Pension Insurance Co 0.18% Reduce -3.6% 66,847 $8.4M
Sowell Financial Services LLC 0.44% Add +0.3% 66,629 $8.4M
Stratos Wealth Partners, LTD. 0.12% Add +2.8% 66,445 $8.4M
Los Angeles Capital Management LLC 0.03% Add +134.5% 66,148 $8.3M
Cooper Financial Group 1.00% Add +353.1% 65,907 $8.3M
Summit Financial Wealth Advisors, LLC 1.61% Add +25.4% 74,074 $8.2M
Robeco Institutional Asset Management B.V. 0.02% Add +3.2% 64,950 $8.2M
Avantax Advisory Services, Inc. 0.05% Reduce -21.1% 64,682 $8.2M
Edgar Lomax Co. 0.53% Reduce -2.3% 64,620 $8.1M
Mairs & Power Inc. 0.08% Reduce -20.5% 64,529 $8.1M
Tritonpoint Wealth, LLC 0.73% Add +40.1% 64,132 $8.1M
Motley Fool Wealth Management, LLC 0.41% Reduce -10.8% 63,745 $8.0M
NewSquare Capital LLC 0.64% Add +101.9% 63,978 $8.0M
Baker Avenue Asset Management, LP 0.24% Reduce -0.6% 62,977 $7.9M
Oregon Public Employees Retirement Fund 0.15% Reduce -0.0% 62,664 $7.9M
Evercore Wealth Management, LLC 0.12% Add +37.3% 62,117 $7.8M
GAM Holding AG 0.58% Reduce -3.0% 61,574 $7.8M
United Advisor Group, LLC 1.53% Reduce -0.3% 61,522 $7.8M
U.S. Capital Wealth Advisors, LLC 0.24% Reduce -47.5% 61,055 $7.7M
Composition Wealth, LLC 0.16% Add +16.3% 60,935 $7.7M
MAI Capital Management 0.06% Add +6.1% 60,666 $7.6M
Visionary Wealth Advisors 0.44% Reduce -25.1% 60,133 $7.6M
Sagefield Capital LP 0.82% Reduce -7.0% 60,033 $7.6M
Ally Financial Inc. 0.92% No change 60,000 $7.6M
Sigma Investment Counselors Inc. 0.44% Reduce -0.0% 59,697 $7.5M
Wesbanco Bank Inc. 0.26% Reduce -1.8% 59,268 $7.5M
Noesis Capital Mangement Corp. 1.42% Reduce -2.1% 59,215 $7.5M
Cresset Asset Management, LLC 0.04% Reduce -36.2% 59,110 $7.5M
First National Bank of Mount Dora, Trust Investment Services 1.74% Add +87.0% 59,031 $7.4M
Iowa State Bank 1.55% Reduce -1.2% 58,949 $7.4M
Clark & Stuart, Inc 5.44% — 58,915 $7.4M
Tufton Capital Management 1.40% Add +7.3% 58,851 $7.4M
Lee Danner & Bass Inc. 0.59% Add +13.6% 58,665 $7.4M
Argent Trust Co 0.30% Reduce -4.5% 58,657 $7.4M
Ameritas Advisory Services, LLC 0.25% Add +636.8% 58,465 $7.4M
Lathrop Investment Management Co. 1.40% Add +3.6% 58,436 $7.4M
Snowden Capital Advisors LLC 0.23% Reduce -3.2% 58,249 $7.3M
Country Club Bank 0.49% Reduce -13.8% 58,540 $7.3M
Wealthcare Advisory Partners LLC 0.20% Add +20.9% 58,003 $7.3M
Twin Tree Management, LP 0.18% New 57,723 $7.3M
Glenview Trust Co 0.14% Reduce -0.9% 57,643 $7.3M
Cibc World Market Inc. 0.02% Reduce -15.2% 57,190 $7.2M
Oppenheimer & Co. Inc. 0.11% Reduce -4.3% 57,166 $7.2M
Executive Wealth Management, LLC 0.56% Add +1.3% 57,111 $7.2M
Savant Capital, LLC 0.06% Reduce -1.3% 56,803 $7.2M
Gulf International Bank (UK) Ltd 0.18% Reduce -1.1% 55,991 $7.1M
Romano Brothers and Company 0.89% Reduce -0.5% 55,900 $7.0M
Lynch & Associates 1.53% Reduce -1.0% 55,893 $7.0M
Welch & Forbes LLC 0.09% Reduce -8.6% 55,849 $7.0M
Federation des caisses Desjardins du Quebec 0.04% Add +40.0% 55,152 $7.0M
Landscape Capital Management, L.L.C. 0.73% Add +113.1% 54,873 $6.9M
Teachers Retirement System of the State of Kentucky 0.06% Reduce -1.1% 54,260 $6.8M
Tocqueville Asset Management L.P. 0.11% Add +24.0% 53,864 $6.8M
Gilman Hill Asset Management, LLC 1.18% Reduce -8.4% 53,858 $6.8M
Shelton Capital Management 0.17% Reduce -0.3% 53,773 $6.8M
Grace & White Inc. 1.28% No change 53,690 $6.8M
Tidal Investments LLC 0.06% Add +56.1% 53,482 $6.7M
Integrated Wealth Concepts LLC 0.08% Add +10.2% 53,093 $6.7M
Abn Amro Investment Solutions 0.12% Reduce -19.9% 52,655 $6.6M
Live Oak Private Wealth LLC 1.11% Reduce -1.1% 52,252 $6.6M
Temasek Holdings (Private) Ltd 0.03% Reduce -81.7% 52,248 $6.6M
Gilbert & Cook, Inc. 0.93% Reduce -6.2% 52,140 $6.6M
Mizuho Markets Americas LLC 0.13% Add +66.1% 51,899 $6.5M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -0.9% 51,351 $6.5M
Virtu Financial LLC 0.34% New 51,021 $6.4M
Commerzbank Aktiengesellschaft 0.15% Reduce -12.7% 51,265 $6.4M
BI Asset Management Fondsmaeglerselskab A/S 0.07% Add +219.9% 50,922 $6.4M
Resources Management Corp. /CT/ 0.88% Add +0.2% 50,877 $6.4M
Northwestern Mutual Wealth Management Co. 0.01% Add +0.6% 50,875 $6.4M
Texas Yale Capital Corp. 0.26% Reduce -8.6% 50,848 $6.4M
Gotham Asset Management 0.06% Add +103.9% 50,757 $6.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.07% Add +67.5% 50,740 $6.4M
Kentucky Retirement Systems 0.19% Reduce -1.4% 50,337 $6.3M
Captrust Financial Advisors 0.02% Add +4.6% 50,205 $6.3M
Linscomb Wealth, Inc. 0.31% Add +3.0% 49,509 $6.2M
Griffin Asset Management, Inc. 0.73% Add +6.3% 49,412 $6.2M
Capital Management Corp. 1.11% Add +18.2% 48,934 $6.2M
Vanguard Personalized Indexing Management, LLC 0.09% Reduce -1.4% 48,922 $6.2M
Guyasuta Investment Advisors Inc. 0.39% Reduce -5.5% 48,881 $6.2M
Intellus Advisors LLC 1.06% — 48,712 $6.1M
Generali Asset Management SPA SGR 0.16% — 48,612 $6.1M
Apollon Wealth Management, LLC 0.14% Add +160.6% 48,572 $6.1M
UniSuper Management Pty Ltd 0.04% Reduce -71.8% 48,299 $6.1M
Northwest & Ethical Investments L.P. 0.16% Reduce -14.0% 48,004 $6.1M
PFG Investments, LLC 0.38% Add +254.3% 47,897 $6.0M
Naples Global Advisors, LLC 0.56% Add +2.6% 47,798 $6.0M
First National Bank of Omaha 0.39% Reduce -0.6% 47,706 $6.0M
Prospera Financial Services Inc 0.14% Reduce -15.9% 47,634 $6.0M
Birch Capital Management, LLC 3.02% Add +1.8% 47,641 $6.0M
Sompo Asset Management Co., Ltd. 1.01% Add +18.0% 47,559 $6.0M
Value Partners Investments Inc. 3.37% Reduce -91.8% 47,378 $6.0M
Keystone Financial Planning, Inc. 1.85% Reduce -0.2% 47,254 $6.0M
Brevan Howard Capital Management LP 0.15% Add +1242.7% 47,116 $5.9M
Alberta Investment Management Corp 0.04% Add +125.4% 47,100 $5.9M
Occudo Quantitative Strategies LP 1.07% Add +1997.1% 47,079 $5.9M
B. Metzler seel. Sohn & Co. AG 0.06% Reduce -26.5% 47,060 $5.9M
Koshinski Asset Management, Inc. 0.50% Add +0.1% 46,764 $5.9M
Independent Advisor Alliance 0.08% Add +20.4% 46,258 $5.8M
Concurrent Investment Advisors, LLC 0.16% Reduce -0.9% 46,022 $5.8M
Tower Research Capital LLC (TRC) 0.11% Add +113.6% 45,668 $5.8M
Wambolt & Associates, LLC 1.85% Reduce -1.2% 45,637 $5.8M
Hartford Investment Management Co. 0.19% Reduce -1.9% 45,110 $5.7M
Atria Wealth Solutions, Inc. 0.06% Add +10.8% 44,085 $5.6M
IMC-Chicago, LLC 0.15% New 44,483 $5.6M
Morgan Dempsey Capital Management LLC 2.26% Add +10.0% 44,464 $5.6M
CMG Global Holdings, LLC 3.08% Add +6.2% 42,098 $5.6M
CX Institutional 0.22% Add +28.3% 44,167 $5.6M
Signaturefd, LLC 0.10% Reduce -0.5% 43,744 $5.5M
Hi-Line Capital Management, LLC 2.41% Reduce -0.7% 43,676 $5.5M
Huntington National Bank 0.05% Reduce -7.4% 43,465 $5.5M
Eagle Rock Investment Company, LLC 0.91% Reduce -0.0% 43,350 $5.5M
Level Four Advisory Services, LLC 0.22% Reduce -17.1% 42,957 $5.4M
First National Trust Co 0.20% Reduce -1.8% 42,670 $5.4M
Builder Investment Group Inc. 1.46% Reduce -0.6% 42,530 $5.4M
Addenda Capital Inc. 0.19% Reduce -0.3% 42,478 $5.4M
Verdence Capital Advisors LLC 0.43% Reduce -22.0% 42,363 $5.3M
Principal Securities, Inc. 0.12% Add +2.9% 42,247 $5.3M
NEOS Investment Management LLC 0.12% Add +31.1% 41,985 $5.3M
HTLF Bank 0.60% Add +1.9% 41,845 $5.3M
Beacon Pointe Advisors, LLC 0.06% Reduce -30.7% 41,799 $5.3M
Woodstock Corp. 0.51% Reduce -6.8% 41,766 $5.3M
Sequoia Financial Advisors, LLC 0.05% Reduce -58.5% 41,722 $5.3M
Rowlandmiller & Partners.adv 1.10% Reduce -0.3% 41,581 $5.2M
CCM Investment Group, LLC 0.57% — 41,821 $5.2M
XML Financial, LLC 0.48% Reduce -3.6% 41,434 $5.2M
O'shaughnessy Asset Management, LLC 0.04% Add +1.6% 41,386 $5.2M
APG Asset Management N.V. 0.01% Reduce -58.1% 42,600 $5.2M
Anchor Investment Management, LLC 0.48% Reduce -3.5% 41,103 $5.2M
Waterfront Wealth Inc. 1.26% Reduce -1.4% 41,064 $5.2M
Boston Research & Management Inc. 1.26% Add +3.0% 41,019 $5.2M
Ironwood Investment Counsel, LLC 0.88% Reduce -2.3% 40,953 $5.2M
Canal Capital Management, LLC 0.83% Reduce -5.4% 40,876 $5.2M
Adams Asset Advisors, LLC 0.67% Add +137.2% 40,769 $5.1M
Sage Capital Advisors,llc 1.32% Reduce -7.6% 40,300 $5.1M
Skylands Capital, LLC 0.71% Add +24.6% 40,200 $5.1M
Viking Fund Management LLC 0.79% No change 40,000 $5.0M
Weiss Asset Management LP 0.16% New 40,000 $5.0M
Columbia Asset Management 0.96% Reduce -6.2% 39,660 $5.0M
Albion Financial Group 0.34% Reduce -0.8% 39,652 $5.0M
Tower Bridge Advisors 0.54% Reduce -0.1% 39,546 $5.0M
Maryland State Retirement & Pension System 0.11% Reduce -5.3% 39,506 $5.0M
Securian Asset Management, Inc. 0.14% Reduce -3.0% 39,307 $5.0M
Louisiana State Employees Retirement System 0.09% Reduce -4.6% 39,300 $5.0M
Edmond DE Rothschild Holding S.A. 0.08% Reduce -7.7% 39,264 $5.0M
HB Wealth Management, LLC 0.05% Add +18.8% 39,106 $4.9M
Avantax Planning Partners, Inc. 0.18% Add +3.6% 38,999 $4.9M
Riverview Capital Advisers, LLC 1.48% Reduce -0.5% 38,878 $4.9M
Mutual Advisors, LLC 0.14% Add +29.8% 37,455 $4.9M
Crossmark Global Holdings, Inc. 0.09% Reduce -3.9% 38,578 $4.9M
Iams Wealth Management, LLC 2.23% Reduce -7.2% 38,547 $4.9M
InvesTrust 1.35% — 38,565 $4.9M
Sheaff Brock Investment Advisors, LLC 0.42% Reduce -5.5% 38,385 $4.8M
Birch Hill Investment Advisors LLC 0.22% Reduce -10.7% 38,302 $4.8M
Community Bank, N.A. 0.62% Add +1.5% 38,061 $4.8M
Cullen/Frost Bankers, Inc. 0.07% Reduce -2.8% 37,927 $4.8M
EagleClaw Capital Managment, LLC 0.76% Add +5.6% 37,905 $4.8M
Eliot Finkel Investment Counsel, LLC 3.02% Reduce -0.0% 37,615 $4.7M
WCM Investment Management, LLC 0.01% Add +239.1% 37,632 $4.7M
Lowe Brockenbrough & Co. Inc. 0.30% Reduce -6.2% 37,113 $4.7M
KMG Fiduciary Partners, LLC 0.39% Reduce -20.1% 37,083 $4.7M
TrueMark Investments, LLC 1.49% Add +9.3% 36,895 $4.7M
Capital Investment Counsel, Inc 0.70% Add +0.8% 36,845 $4.6M
Bessemer Group Inc. 0.01% Add +3.3% 36,438 $4.6M
HBK Sorce Advisory LLC 0.14% Reduce -8.4% 36,383 $4.6M
Wealthfront Advisers LLC 0.01% Add +136.3% 36,353 $4.6M
Nomura Holdings Inc. 0.02% Add +53.5% 36,171 $4.6M
ARS Wealth Advisors Group, LLC 0.62% Add +1.7% 35,734 $4.5M
Borer Denton & Associates, Inc. 1.56% Reduce -4.1% 35,636 $4.5M
Vinva Investment Management Ltd 0.17% Add +26.2% 35,811 $4.5M
Bank of New Hampshire 1.15% No change 35,567 $4.5M
Stolper Co 1.49% Add +1.8% 35,558 $4.5M
North Star Investment Management Corp. 0.31% Reduce -4.0% 35,411 $4.5M
Bridge Creek Capital Management LLC 1.37% Reduce -2.4% 35,293 $4.5M
Fusion Capital, LLC 1.79% Reduce -13.3% 35,184 $4.4M
Inlet Private Wealth, LLC 1.17% Reduce -7.6% 35,153 $4.4M
Cary Street Partners Financial LLC 0.14% — 35,133 $4.4M
NorthCoast Asset Management LLC 0.02% Add +2.3% 35,058 $4.4M
New Mexico Educational Retirement Board 0.15% Reduce -2.0% 34,962 $4.4M
Siemens Fonds Invest GmbH 0.46% Reduce -3.1% 35,097 $4.4M
M&G PLC 0.03% No change 34,897 $4.4M
Advisory Services Network, LLC 0.08% Reduce -4.2% 34,700 $4.4M
Fisher Funds Management LTD 0.11% — 34,731 $4.4M
ICICI Prudential Asset Management Co Ltd 0.48% No change 34,600 $4.4M
PDS Planning, Inc 0.39% Add +0.9% 34,583 $4.4M
Garland Capital Management Inc. 3.57% Reduce -0.3% 34,505 $4.4M
Financial Partners Group, LLC 1.80% Add +18.2% 34,428 $4.3M
Bragg Financial Advisors, Inc 0.17% Reduce -5.5% 34,226 $4.3M
Norinchukin Bank, The 0.09% Add +11.0% 34,181 $4.3M
Global Wealth Management Investment Advisory, Inc. 0.89% Add +42.5% 34,113 $4.3M
Bleakley Financial Group, LLC 0.13% Reduce -45.7% 33,983 $4.3M
Sky Investment Group LLC 0.80% Reduce -6.8% 33,774 $4.3M
Intech Investment Management LLC 0.04% Add +27.0% 33,755 $4.3M
Achmea Investment Management B.V. 0.07% Reduce -47.3% 33,654 $4.2M
Summitry LLC 0.21% Add +10.5% 33,638 $4.2M
Commerce Bank 0.03% Reduce -24.8% 33,233 $4.2M
OneDigital Investment Advisors LLC 0.05% Add +26.3% 33,076 $4.2M
E. Ohman J:or Asset Management AB 0.10% Add +11.5% 33,011 $4.2M
Advent Capital Management 7.97% New 33,000 $4.2M
FIL Ltd 0.00% Add +24.2% 32,759 $4.1M
Penn Davis McFarland Inc. 0.45% Reduce -1.4% 32,574 $4.1M
Daiichi Life Insurance Co., Ltd. 0.11% Add +12.1% 32,514 $4.1M
Sand Hill Global Advisors, LLC 0.17% Reduce -13.4% 32,396 $4.1M
Cornerstone Advisors, LLC 0.16% No change 32,100 $4.0M
Rench Wealth Management, Inc. 1.36% Reduce -5.3% 31,639 $4.0M
Soltis Investment Advisors LLC 0.37% Reduce -5.9% 31,603 $4.0M
Northwest Bancshares, Inc. 0.74% Reduce -12.9% 31,598 $4.0M
Bristlecone Advisors, LLC 0.31% Add +27.7% 31,500 $4.0M
MainStreet Investment Advisors LLC 0.56% Reduce -6.4% 31,474 $4.0M
Vaughan David Investments LLC 0.09% Add +0.0% 31,458 $4.0M
Strategic Wealth Investment Group, LLC 0.22% Reduce -3.8% 31,546 $4.0M
Metis Global Partners, LLC 0.12% Add +4.6% 31,214 $3.9M
Mediolanum International Funds Ltd 0.05% Add +21.7% 31,427 $3.9M
MassMutual Private Wealth & Trust, FSB 0.11% Reduce -6.4% 31,076 $3.9M
Brooks, Moore & Associates, Inc. 2.31% Add +19.5% 31,040 $3.9M
Dorsey & Whitney Trust CO LLC 0.22% Reduce -7.2% 31,031 $3.9M
Pinkerton Wealth, LLC 0.57% Add +7.2% 30,973 $3.9M
Redmond Asset Management, LLC 0.96% Add +74.6% 30,598 $3.9M
Hourglass Capital, LLC 1.06% New 30,565 $3.9M
Butensky & Cohen Financial Security, Inc. 1.21% Add +6.8% 30,392 $3.8M
OMERS ADMINISTRATION Corp 0.03% Add +21.0% 30,334 $3.8M
EP Wealth Advisors, LLC 0.03% Reduce -6.7% 30,206 $3.8M
WINTON GROUP Ltd 0.25% New 30,171 $3.8M
Kesler, Norman & Wride, LLC 0.82% Add +3.4% 30,119 $3.8M
GLOBALT Investments LLC / GA 0.14% Reduce -4.2% 29,735 $3.7M
Prudential PLC 0.02% Add +8.6% 29,440 $3.7M
Frank, Rimerman Advisors LLC 0.27% Add +69.9% 29,412 $3.7M
Whittier Trust Co. 0.05% Reduce -5.8% 29,290 $3.7M
Tredje AP-fonden 0.03% Reduce -53.4% 29,254 $3.7M
William Allan Corp 2.26% Add +2.9% 29,190 $3.7M
Cohen Klingenstein LLC 0.13% Reduce -0.4% 29,049 $3.7M
Stokes Capital Advisors, LLC 0.94% Add +34.2% 28,917 $3.6M
Monte Financial Group, LLC 1.55% New 28,802 $3.6M
Perigon Wealth Management, LLC 0.09% Reduce -4.3% 27,944 $3.6M
Northeast Investment Management 0.16% Reduce -29.3% 28,474 $3.6M
Commonwealth Retirement Investments LLC 1.48% Reduce -7.8% 28,420 $3.6M
Culbertson A N & Co. Inc. 0.57% Add +1.6% 28,416 $3.6M
Klingenstein Fields & Co. LP 0.14% Reduce -0.2% 28,347 $3.6M
Benin Management CORP 0.98% Reduce -1.0% 28,313 $3.6M
Farmers National Bank 1.04% — 28,236 $3.6M
Farmers & Merchants Investments Inc. 0.11% Reduce -3.8% 28,227 $3.6M
Motco 0.36% Add +0.3% 28,070 $3.5M
Beacon Financial Group 0.38% Add +1.2% 28,059 $3.5M
Inspire Trust Co, N.A. 0.90% Add +14.3% 28,000 $3.5M
Dean Investment Associates, LLC 0.50% Reduce -26.7% 27,747 $3.5M
Pine Valley Investments Ltd Liability Co 0.23% Add +4.8% 27,714 $3.5M
Zions Bancorporation, N.A. 0.22% Add +4.7% 27,705 $3.5M
SGL Investment Advisors, Inc. 1.79% Add +2.1% 30,536 $3.5M
Hunter Perkins Capital Management, LLC 0.73% New 27,485 $3.5M
Murphy Pohlad Asset Management LLC 1.49% Reduce -1.3% 27,422 $3.5M
Entropy Technologies, LP 0.35% Add +26.7% 27,326 $3.4M
Aigen Investment Management, LP 0.61% Add +196.0% 27,224 $3.4M
Monarch Capital Management Inc. 0.94% Add +4.4% 27,180 $3.4M
Brookmont Capital Management 1.83% Add +26.5% 27,167 $3.4M
Anderson Hoagland & Co. 0.35% No change 26,186 $3.4M
Investment House LLC 0.18% Reduce -12.3% 26,908 $3.4M
McDaniel Terry & Co. 0.28% Add +3.3% 26,749 $3.4M
LongView Wealth Management 1.03% Reduce -0.6% 26,748 $3.4M
Horrell Capital Management, Inc. 0.98% Add +0.3% 26,657 $3.4M
Edgestream Partners, L.P. 0.14% Add +42.9% 26,626 $3.4M
Mather Group, Llc. 0.04% Add +7.3% 26,620 $3.4M
Opus Investment Management Inc. 2.48% No change 26,600 $3.4M
Argyle Capital Management, LLC 1.31% Add +11.4% 26,428 $3.3M
Ethic Inc. 0.07% Add +25.0% 26,365 $3.3M
UMB Bank, n.a. 0.05% Reduce -11.6% 26,332 $3.3M
Signature Wealth Management Group 1.33% Add +4.0% 26,197 $3.3M
Providence Capital Advisors, LLC 0.67% Add +0.9% 26,016 $3.3M
HighPoint Advisor Group LLC 0.18% Add +0.2% 28,580 $3.3M
Advisory Alpha, LLC 0.12% Reduce -2.3% 25,939 $3.3M
Meiji Yasuda Asset Management Co Ltd. 0.12% Add +2.5% 25,933 $3.3M
Royal Fund Management, LLC 0.35% Reduce -29.5% 25,890 $3.3M
Valeo Financial Advisors, LLC 0.09% Reduce -7.0% 25,805 $3.3M
Bison Wealth, LLC 0.72% Reduce -8.8% 25,805 $3.3M
Mesirow Financial Investment Management, Inc. 0.06% Add +97.2% 25,736 $3.2M
Bourne Lent Asset Management Inc. 1.23% Add +8.4% 25,658 $3.2M
Qsemble Capital Management, LP 0.43% Add +574.1% 25,590 $3.2M
Kera Capital Partners, Inc. 0.93% — 25,563 $3.2M
Natural Investments, LLC 0.89% — 25,395 $3.2M
Amica Mutual Insurance Co. 0.33% No change 25,302 $3.2M
TD Waterhouse Canada Inc. 0.03% Reduce -6.2% 25,207 $3.2M
Azimuth Capital Investment Management LLC 0.12% Reduce -2.9% 25,193 $3.2M
Acadian Asset Management LLC 0.01% Reduce -14.3% 25,159 $3.2M
Empirical Finance, LLC 0.18% Reduce -1.2% 24,693 $3.1M
Morningstar Investment Services LLC 0.28% Reduce -89.3% 24,685 $3.1M
Independent Investors Inc. 0.62% Reduce -0.6% 24,661 $3.1M
Moss Adams Wealth Advisors LLC 0.33% Add +1.7% 24,579 $3.1M
Stock Yards Bank & Trust Co. 0.11% Reduce -10.3% 24,570 $3.1M
Atwater Malick LLC 1.03% Reduce -5.4% 24,435 $3.1M
McDonald Partners LLC 0.79% Add +2.8% 24,412 $3.1M
Wbi Investments, LLC 0.77% Add +16.6% 24,389 $3.1M
Cypress Wealth Services, LLC 0.62% Reduce -3.5% 24,345 $3.1M
Sciencast Management LP 0.83% New 24,176 $3.0M
Pavion Blue Capital, LLC 1.43% Reduce -7.5% 24,078 $3.0M
Summit Financial, LLC 0.11% Reduce -7.5% 23,983 $3.0M
Agf Management Ltd. 0.02% Add +354.6% 23,965 $3.0M
Bokf, NA 0.05% Reduce -10.4% 24,493 $3.0M
Bailard, Inc. 0.08% Reduce -5.4% 23,888 $3.0M
Towne Trust Company, N.A 1.05% Add +1.9% 23,672 $3.0M
Vision Capital Management, Inc. 0.44% Reduce -21.4% 23,569 $3.0M
Trilogy Capital Inc. 0.15% Add +6.9% 23,527 $3.0M
Wolverine Trading, LLC 0.07% Add +991.0% 23,642 $3.0M
Good Life Advisors, LLC 0.22% Reduce -8.0% 23,495 $3.0M
NewEdge Wealth, LLC 0.05% Reduce -10.0% 23,302 $2.9M
Northwestern Mutual Investment Management Company, LLC 0.06% Add +0.0% 23,222 $2.9M
Parallax Volatility Advisers, L.P. 0.07% New 23,118 $2.9M
Brady Family Wealth, LLC 0.89% Reduce -12.0% 23,005 $2.9M
Tilson Financial Group, Inc. 1.18% Add +0.1% 22,909 $2.9M
SAM Advisors, LLC 1.04% Add +9.7% 22,891 $2.9M
Stanley-Laman Group, Ltd. 0.41% Reduce -11.7% 22,880 $2.9M
Jensen Investment Management Inc. 0.03% Reduce -4.0% 22,874 $2.9M
ProVise Management Group, LLC 0.24% Reduce -1.6% 22,567 $2.8M
Torray Investment Partners LLC 0.41% Reduce -34.1% 22,505 $2.8M
Wilmington Savings Fund Society, FSB 0.05% Reduce -33.6% 22,416 $2.8M
Peloton Wealth Strategists 1.16% Reduce -1.9% 22,406 $2.8M
Cardinal Capital Management 0.44% Reduce -0.5% 22,382 $2.8M
Horan Capital Advisors, LLC. 0.95% Reduce -1.4% 22,373 $2.8M
Old Port Advisors 0.81% Reduce -0.8% 22,342 $2.8M
Truvestments Capital LLC 0.72% Add +4.9% 22,330 $2.8M
KLCM Advisors, Inc. 0.33% Add +4.5% 22,298 $2.8M
United Asset Strategies, Inc. 0.26% Add +21.8% 22,274 $2.8M
Callodine Capital Management, LP 0.58% Reduce -1.6% 22,149 $2.8M
Sovereign Financial Group, Inc. 0.64% Reduce -1.0% 22,105 $2.8M
Jacobi Capital Management LLC 0.21% Reduce -0.6% 22,091 $2.8M
Pitcairn Co. 0.16% Reduce -4.1% 22,046 $2.8M
Woodline Partners LP 0.02% New 21,955 $2.8M
Catherine Avery Investment Management LLC 2.44% — 21,951 $2.8M
Wealthedge Investment Advisors, LLC 1.25% — 21,949 $2.8M
Semmax Financial Advisors Inc. 0.74% Reduce -4.0% 23,927 $2.8M
Schulhoff & Co. Inc. 1.01% Reduce -6.1% 21,936 $2.8M
Woodley Farra Manion Portfolio Management Inc. 0.14% Add +4.5% 21,868 $2.8M
Sawyer & Company, Inc 1.02% Reduce -3.5% 21,829 $2.8M
Glass Wealth Management Co LLC 1.49% Reduce -8.8% 21,800 $2.7M
Daymark Wealth Partners, LLC 0.12% Reduce -69.9% 21,794 $2.7M
Total Clarity Wealth Management, Inc. 0.89% Reduce -10.0% 21,731 $2.7M
Allstate Corp. 0.08% New 21,701 $2.7M
Ashton Thomas Private Wealth, LLC 0.11% Reduce -13.7% 21,492 $2.7M
Heritage Trust Co 0.32% — 21,421 $2.7M
Praxis Investment Management Inc. 0.17% Add +70.3% 21,350 $2.7M
Bonness Enterprises Inc. 0.94% Add +24.1% 21,150 $2.7M
Rockline Wealth Management, LLC 0.71% Add +7.5% 21,130 $2.7M
Sagespring Wealth Partners, LLC 0.07% — 21,124 $2.7M
Kentucky Retirement Systems Insurance Trust Fund 0.46% Add +16.7% 25,314 $2.7M
Leelyn Smith, LLC 0.47% New 21,065 $2.7M
Independence Bank of Kentucky 0.41% Add +3.9% 21,047 $2.7M
Mattern Capital Management, LLC 0.35% Reduce -26.3% 21,000 $2.6M
Slagle Financial, LLC 1.19% Add +3.3% 20,913 $2.6M
Am Investment Strategies LLC 0.64% Add +29.9% 20,869 $2.6M
Atlantic Union Bankshares Corp 0.15% Reduce -4.2% 20,816 $2.6M
Alkeme Wealth, LLC 1.20% Add +4.0% 20,763 $2.6M
Virginia Wealth Management Group, Inc. 1.62% Add +6.3% 20,737 $2.6M
Point Windward Advisors Inc. 0.98% Add +9.2% 20,736 $2.6M
Kingsview Wealth Management, LLC 0.05% Reduce -48.2% 20,720 $2.6M
Highland Capital Management, LLC 0.15% Reduce -2.2% 20,561 $2.6M
Beacon Harbor Wealth Advisors, Inc. 0.60% Reduce -60.3% 20,441 $2.6M
Miller Howard Investments Inc. 0.08% Add +6.5% 20,191 $2.5M
B. Riley Wealth Advisors, Inc. 0.08% Reduce -5.3% 20,149 $2.5M
Drucker Wealth 3.0, LLC 0.59% Reduce -11.6% 20,146 $2.5M
Capital Investment Advisory Services, LLC 0.24% Add +49.3% 20,005 $2.5M
Advanced Asset Management Advisors Inc 0.66% No change 20,000 $2.5M
Vident Advisory, LLC 0.04% Reduce -21.3% 19,846 $2.5M
Marex Group Ltd 0.04% Add +207.9% 19,803 $2.5M
Arax Advisory Partners 0.16% Add +489.8% 19,624 $2.5M
World Investment Advisors 0.07% Add +11.0% 19,616 $2.5M
Laurel Wealth Advisors LLC 0.39% Add +4.1% 19,599 $2.5M
Perkins Coie Trust Co 0.54% Reduce -4.2% 19,581 $2.5M
Tokio Marine Asset Management Co. Ltd. 0.09% Add +1.6% 19,507 $2.5M
Groupe la Francaise 0.06% — 18,978 $2.5M
Keating Investment Counselors Inc. 0.77% Reduce -0.3% 19,452 $2.5M
Americana Partners, LLC 0.10% Add +6.0% 19,403 $2.4M
Harvest Investment Services, LLC 0.60% Add +7.8% 19,301 $2.4M
PYA Waltman Capital, LLC 0.78% Add +4.4% 19,275 $2.4M
Vestmark Advisory Solutions, Inc. 0.08% Add +1.1% 19,227 $2.4M
Shorepoint Capital Partners LLC 0.55% Add +82.5% 19,222 $2.4M
StoneX Group Inc. 0.13% Add +44.9% 19,212 $2.4M
Bowen Hanes & Co. Inc. 0.06% Reduce -5.0% 19,121 $2.4M
SkyOak Wealth, LLC 0.52% Add +11.6% 19,089 $2.4M
Man Group plc 0.01% Reduce -94.5% 19,051 $2.4M
Courier Capital LLC 0.17% Reduce -1.0% 19,008 $2.4M
Cohen Investment Advisors LLC 1.44% Add +3.5% 18,991 $2.4M
Marks Group Wealth Management, Inc 0.23% Add +7.6% 18,623 $2.3M
Cordgrass Capital Advisors, LLC 0.68% Reduce -0.5% 18,573 $2.3M
Fulton Bank, N.A. 0.09% Reduce -0.6% 18,571 $2.3M
Hilltop Holdings Inc. 0.15% Add +5.8% 18,516 $2.3M
AE Wealth Management LLC 0.02% Add +5.7% 18,467 $2.3M
Physicians Financial Services, Inc. 0.71% Reduce -7.2% 18,460 $2.3M
GHP Investment Advisors, Inc. 0.11% Add +4.1% 18,461 $2.3M
Maltin Wealth Management, Inc. 1.14% Reduce -2.6% 18,451 $2.3M
Pure Financial Advisors, LLC 0.05% Add +1.6% 18,442 $2.3M
Trust Co. of Vermont 0.11% Add +109.3% 18,416 $2.3M
Wahed Invest LLC 0.39% Add +3.9% 18,400 $2.3M
Arnhold LLC 0.23% No change 18,370 $2.3M
NBT Bank, N.A. 0.16% Reduce -0.3% 18,328 $2.3M
Hantz Financial Services, Inc. 0.04% Reduce -46.9% 18,191 $2.3M
Aspire Private Capital, LLC 0.56% No change 18,049 $2.3M
Marion Wealth Management 0.60% Add +0.0% 17,896 $2.3M
Twin Capital Management Inc. 0.25% Add +4.5% 17,876 $2.3M
Valley Wealth Managers, Inc. 0.17% Reduce -34.7% 17,851 $2.3M
Sepio Capital, LP 0.18% Reduce -4.5% 17,840 $2.2M
Lecap Asset Management Ltd. 0.61% Reduce -27.1% 17,838 $2.2M
Measured Risk Portfolios, Inc. 2.48% — 17,713 $2.2M
Moors & Cabot, Inc. 0.11% Add +4.8% 17,681 $2.2M
Kennon-Green & Company, LLC 1.91% Add +0.1% 17,553 $2.2M
L. Roy Papp & Associates, LLP 0.26% Reduce -2.2% 17,551 $2.2M
Boyar Asset Management Inc. 1.46% Add +0.2% 17,538 $2.2M
Zullo Investment Group, Inc. 0.89% Reduce -0.4% 17,491 $2.2M
Arkadios Wealth Advisors 0.12% Reduce -21.9% 17,473 $2.2M
Boomfish Wealth Group, LLC 1.34% Reduce -0.1% 17,472 $2.2M
Kingswood Wealth Advisors, LLC 0.17% Add +227.9% 17,444 $2.2M
Miller Financial Services LLC 1.85% — 17,346 $2.2M
Millennium Capital Advisors, LLC 1.49% Reduce -7.1% 17,318 $2.2M
Park Avenue Securities LLC 0.02% Add +15.6% 17,187 $2.2M
Spinnaker Trust 0.14% Add +4.2% 17,143 $2.2M
Foundations Investment Advisors, LLC 0.04% Add +7.6% 17,066 $2.2M
Pathway Financial Advisers, LLC 0.72% Reduce -0.8% 16,992 $2.1M
Vaughan Nelson Investment Management, L.P. 0.02% No change 16,940 $2.1M
Savoie Capital LLC 0.25% Reduce -28.1% 16,928 $2.1M
DHJJ Financial Advisors, Ltd. 0.83% No change 16,905 $2.1M
Paralel Advisors LLC 0.09% Add +10.0% 16,894 $2.1M
Miller Investment Management, LP 0.23% No change 16,859 $2.1M
Sunbelt Securities, Inc. 0.19% Reduce -3.3% 16,922 $2.1M
Lantz Financial LLC 0.56% Add +47.7% 16,805 $2.1M
Palouse Capital Management, Inc. 1.41% Reduce -4.3% 16,799 $2.1M
Sculati Wealth Management, LLC 0.84% Reduce -0.1% 16,786 $2.1M
Beacon Investment Advisors LLC 0.99% Add +1.2% 16,765 $2.1M
Mengis Capital Management, Inc. 0.43% Add +39.5% 16,761 $2.1M
Mitchell & Pahl Private Wealth, LLC 0.99% Add +8.1% 16,741 $2.1M
Tealwood Asset Management Inc. 0.87% Add +1.5% 16,674 $2.1M
Cubist Systematic Strategies, LLC 0.03% New 16,662 $2.1M
Clearstead Advisors, LLC 0.03% Add +1.5% 16,618 $2.1M
Quintet Private Bank (Europe) S.A. 0.12% Reduce -3.9% 16,585 $2.1M
SWS Partners 0.63% Add +0.8% 16,530 $2.1M
Econ Financial Services Corp 1.20% New 16,528 $2.1M
Baxter Bros Inc. 0.27% Reduce -8.2% 16,520 $2.1M
Martin Capital Partners, LLC 2.47% Reduce -44.0% 16,511 $2.1M
Aurdan Capital Management, LLC 0.80% — 16,487 $2.1M
Parallel Advisors, LLC 0.05% Add +4.7% 16,420 $2.1M
Rehmann Capital Advisory Group 0.13% Add +2.0% 16,170 $2.0M
Coppell Advisory Solutions LLC 0.28% Reduce -19.3% 16,266 $2.0M
WT Wealth Management 0.64% Reduce -3.4% 16,119 $2.0M
Arvest Bank Trust Division 0.12% Add +4.7% 16,020 $2.0M
Van Hulzen Asset Management, LLC 0.15% Add +7.4% 15,974 $2.0M
JLB & Associates Inc. 0.27% Reduce -11.4% 15,913 $2.0M
Nicholas Hoffman & Company, LLC. 0.08% Add +1.1% 15,911 $2.0M
Neville Rodie & Shaw Inc. 0.15% Add +58.7% 15,867 $2.0M
Plimoth Trust Co. LLC 0.51% Reduce -2.3% 15,842 $2.0M
Sovereign's Capital Management, LLC 1.27% — 15,800 $2.0M
Flputnam Investment Management Co. 0.04% Reduce -86.7% 15,791 $2.0M
Focus Partners Advisor Solutions, LLC 0.03% Add +73.5% 15,753 $2.0M
Palisade Asset Management, LLC 0.20% Add +0.1% 15,751 $2.0M
Kintegral Advisory, LLC 0.19% Reduce -4.5% 15,742 $2.0M
Citizens Financial Group Inc. 0.04% Add +7.5% 15,719 $2.0M
Hennessy Advisors Inc. 0.06% Reduce -5.4% 15,700 $2.0M
Radnor Capital Management, LLC 0.33% Reduce -15.4% 15,553 $2.0M
Carmel Capital Partners, LLC 0.79% Add +5.7% 15,525 $2.0M
Arete Wealth Advisors, LLC 0.14% Reduce -18.7% 15,504 $2.0M
V-Square Quantitative Management LLC 0.28% Add +3.3% 15,467 $2.0M
SVB Wealth LLC 0.04% New 15,465 $2.0M
Te Ahumairangi Investment Management Ltd 0.41% Reduce -10.4% 15,436 $1.9M
Point72 Asia (Singapore) Pte. Ltd. 0.51% New 15,385 $1.9M
Auxier Asset Management LLC 0.30% Reduce -3.1% 15,368 $1.9M
Cox Capital Mgt LLC 1.24% Reduce -48.2% 15,290 $1.9M
Headinvest, LLC 0.36% Reduce -2.8% 15,180 $1.9M
Sage Mountain Advisors LLC 0.14% Reduce -1.3% 15,180 $1.9M
Orca Investment Management, LLC 1.79% Reduce -1.0% 15,124 $1.9M
Werlinich Asset Management, LLC 1.11% Reduce -7.1% 15,190 $1.9M
Rice Partnership, LLC 0.36% Add +652.0% 15,039 $1.9M
Capital International, Inc. 0.02% Add +28.7% 15,033 $1.9M
Morton Community Bank 0.50% New 15,029 $1.9M
Blue Trust, Inc. 0.02% Add +71.3% 15,011 $1.9M
Harbour Investment Management LLC 0.83% Reduce -1.0% 15,010 $1.9M
Credit Industriel Et Commercial 0.67% — 15,006 $1.9M
American Assets Investment Management, LLC 0.15% No change 15,000 $1.9M
Tiaa Trust, National Association 0.01% Reduce -1.1% 14,924 $1.9M
Searle & Co. 0.54% No change 14,871 $1.9M
Caldwell Trust Co 0.20% Reduce -3.5% 14,836 $1.9M
Canada Post Corp Registered Pension Plan 0.11% — 14,818 $1.9M
Charter Research & Investment Group, Inc. 1.42% No change 14,795 $1.9M
Addison Capital Co 0.74% Reduce -0.5% 14,789 $1.9M
Richard Bernstein Advisors LLC 0.04% No change 14,593 $1.8M
Towercrest Capital Management 0.30% No change 14,579 $1.8M
Wedbush Securities Inc. 0.07% Reduce -6.6% 14,572 $1.8M
Integrated Advisors Network LLC 0.09% Add +15.3% 14,495 $1.8M
Clean Yield Group 0.58% Add +3.3% 14,471 $1.8M
Accordant Advisory Group Inc 1.76% Add +7.0% 14,463 $1.8M
Horizon Investments, LLC 0.05% Reduce -16.2% 14,449 $1.8M
Avidian Wealth Enterprises, LLC 0.08% Reduce -3.5% 14,441 $1.8M
Portside Wealth Group, LLC 0.30% Reduce -5.5% 14,431 $1.8M
CreativeOne Wealth, LLC 0.06% Reduce -0.7% 14,428 $1.8M
Agp Franklin, LLC 1.09% — 14,268 $1.8M
Silvercrest Asset Management Group LLC 0.01% Reduce -4.4% 14,223 $1.8M
Banco Santander, S.A. 0.02% Add +12.7% 14,195 $1.8M
New England Research & Management, Inc. 0.91% Reduce -25.1% 14,145 $1.8M
Safe Harbor Fiduciary, LLC 1.80% Add +0.3% 14,041 $1.8M
Cypress Capital, LLC 0.50% Reduce -1.7% 13,982 $1.8M
Tradition Wealth Management, LLC 0.16% Reduce -0.5% 13,974 $1.8M
Trust Co. of Toledo NA 0.23% Reduce -8.4% 13,957 $1.8M
Venturi Wealth Management, LLC 0.09% Add +34.3% 13,952 $1.8M
Corbyn Investment Management Inc. 0.78% Add +1.2% 13,905 $1.8M
Caprock Group, LLC 0.06% Reduce -7.6% 13,889 $1.8M
Sigma Planning Corp 0.06% Add +8.1% 13,878 $1.8M
Fifth Third Wealth Advisors LLC 0.09% Add +41.3% 13,767 $1.7M
Vise Technologies, Inc. 0.14% Add +4.3% 13,739 $1.7M
Exencial Wealth Advisors, LLC 0.06% Reduce -3.5% 13,735 $1.7M
Aptus Capital Advisors, LLC 0.02% Add +35.4% 13,717 $1.7M
Garner Asset Management Corp 0.79% Add +5.3% 13,687 $1.7M
Hudson Canyon Capital Management 1.12% Add +11.0% 13,650 $1.7M
Prime Capital Investment Advisors, LLC 0.03% Add +24.5% 13,650 $1.7M
Weaver C. Barksdale & Associates, Inc. 1.65% Reduce -2.4% 13,654 $1.7M
Cypress Capital Group 0.21% Reduce -22.4% 13,640 $1.7M
Ridgewood Investments LLC 0.83% Add +5.9% 13,626 $1.7M
OV Management LLC 0.80% Add +9.3% 13,621 $1.7M
Waller Financial Planning Group, Inc. 0.43% No change 13,594 $1.7M
Vestcor Inc 0.06% Reduce -8.0% 13,592 $1.7M
Certuity, LLC 0.19% Add +3.3% 13,518 $1.7M
Alerus Financial NA 0.13% Add +2.4% 13,508 $1.7M
Icon Wealth Advisors, LLC 0.14% Reduce -2.5% 13,336 $1.7M
Venture Visionary Partners LLC 0.07% Reduce -42.3% 13,325 $1.7M
Horst & Graben Wealth Management LLC 0.30% Add +0.1% 13,261 $1.7M
Cherokee Insurance Co 0.76% — 13,250 $1.7M
Global Retirement Partners, LLC 0.05% Add +4.6% 13,170 $1.7M
TD Private Client Wealth LLC 0.05% Reduce -21.7% 13,169 $1.7M
Stoneridge Investment Partners LLC 0.59% Reduce -0.8% 13,140 $1.7M
Douglass Winthrop Advisors, LLC 0.03% No change 13,125 $1.7M
Crowley Wealth Management, Inc. 1.46% — 13,117 $1.7M
Calydon Capital 0.32% Reduce -61.0% 13,104 $1.7M
Beacon Financial Advisory LLC 0.54% Reduce -9.4% 13,056 $1.6M
Group One Trading LLC 0.06% Add +17.8% 12,997 $1.6M
NFJ Investment Group, LLC 0.05% New 12,951 $1.6M
Hennion & Walsh Asset Management, Inc. 0.07% Add +68.1% 12,937 $1.6M
Ostrum Asset Management 0.14% Reduce -41.3% 12,916 $1.6M
RFG Advisory, LLC 0.05% Add +1.2% 12,889 $1.6M
First National Advisers, LLC 0.26% Add +3.4% 12,848 $1.6M
Atlanta Consulting Group Advisors, LLC 0.60% Reduce -22.1% 12,837 $1.6M
Sterneck Capital Management, LLC 0.87% Reduce -3.5% 12,834 $1.6M
Harvest Portfolios Group Inc. 0.05% Add +60.4% 12,834 $1.6M
Johnson Investment Counsel Inc. 0.02% Reduce -19.3% 12,746 $1.6M
Central Pacific Bank - Trust Division 0.22% No change 12,624 $1.6M
Voleon Capital Management LP 0.12% — 12,608 $1.6M
Redwood Investment Management, LLC 0.15% Reduce -26.1% 12,604 $1.6M
Rossmore Private Capital 0.20% Reduce -3.7% 12,589 $1.6M
NorthRock Partners, LLC 0.05% Add +3.2% 12,586 $1.6M
Kerusso Capital Management LLC 1.01% Add +0.2% 12,569 $1.6M
Park National Corp. 0.06% Add +0.3% 12,546 $1.6M
Great Valley Advisor Group, Inc. 0.04% Reduce -40.4% 12,544 $1.6M
Harbour Investments, Inc. 0.05% Add +4.3% 12,507 $1.6M
Nixon Capital, LLC 0.49% New 11,896 $1.6M
Y-Intercept (Hong Kong) Ltd 0.10% New 12,483 $1.6M
CFC Planning Co LLC 1.68% — 12,474 $1.6M
Ables, Iannone, Moore & Associates, Inc. 0.97% Add +3.3% 12,432 $1.6M
Level Financial Advisors 0.57% New 12,382 $1.6M
Cordatus Wealth Management LLC 0.41% Reduce -2.0% 12,365 $1.6M
Auto-Owners Insurance Co 0.04% No change 12,300 $1.6M
Ballentine Partners, LLC 0.03% Reduce -8.8% 12,299 $1.6M
Xcel Wealth Management, LLC 0.43% Reduce -0.9% 12,292 $1.6M
Axxcess Wealth Management, LLC 0.04% Reduce -75.6% 12,262 $1.5M
Rockland Trust Co. 0.08% Add +2.6% 12,219 $1.5M
Carson Advisory Inc. 1.07% Reduce -11.2% 12,213 $1.5M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.60% Reduce -32.6% 12,208 $1.5M
Independent Financial Group, LLC 0.05% Add +1.2% 12,173 $1.5M
Hexagon Capital Partners LLC 0.28% Add +16.8% 12,137 $1.5M
Brighton Jones LLC 0.04% Add +63.8% 12,126 $1.5M
IHT Wealth Management, LLC 0.05% Reduce -23.2% 12,110 $1.5M
Greenleaf Trust 0.01% Add +6.9% 12,089 $1.5M
Coldstream Capital Management Inc. 0.03% Reduce -7.3% 12,074 $1.5M
Optimum Investment Advisors 0.67% Reduce -0.4% 12,034 $1.5M
Cladis Investment Advisory, LLC 1.07% Add +7.9% 12,015 $1.5M
Stiles Financial Services Inc 0.55% Add +16.1% 11,985 $1.5M
Fort Washington Investment Advisors Inc. 0.01% Reduce -13.3% 11,916 $1.5M
North Star Asset Management Inc. 0.07% Reduce -22.6% 11,896 $1.5M
Sumitomo Life Insurance Co. 0.03% Reduce -2.9% 11,857 $1.5M
Aull & Monroe Investment Management Corp 0.76% Reduce -6.7% 11,830 $1.5M
Excalibur Management Corp. 0.59% Reduce -2.3% 11,829 $1.5M
Legacy Advisors, LLC 0.14% Add +0.2% 11,801 $1.5M
Gifford Fong Associates 0.37% No change 11,800 $1.5M
Flavin Financial Services, Inc. 1.41% — 11,774 $1.5M
Argent Advisors, Inc. 0.55% Reduce -3.4% 11,753 $1.5M
Probity Advisors, Inc. 0.28% Add +32.0% 11,739 $1.5M
CMT Capital Markets Trading GmbH 0.88% New 11,723 $1.5M
Mgo One Seven LLC 0.06% Add +0.5% 11,629 $1.5M
Generali Investments CEE, investicni spolecnost, a.s. 0.15% — 11,600 $1.5M
Regal Investment Advisors LLC 0.11% Add +6.1% 11,567 $1.5M
Davis R M Inc. 0.03% Reduce -0.6% 11,558 $1.5M
Harvest Investment Advisors, LLC 1.00% Reduce -1.4% 11,525 $1.5M
Intrua Financial, LLC 0.24% Reduce -0.6% 11,522 $1.5M
Ossiam 0.03% Add +34.0% 11,483 $1.4M
Roundview Capital LLC 0.10% Reduce -4.3% 11,458 $1.4M
Arvest Investments, Inc. 0.23% Reduce -6.1% 11,456 $1.4M
Beverly Hills Private Wealth, LLC 0.29% Reduce -8.0% 11,438 $1.4M
Clark Capital Management Group, Inc. 0.01% Add +14.4% 11,427 $1.4M
Hamel Associates, Inc. 0.46% No change 11,420 $1.4M
Impact Capital Partners LLC 0.51% — 11,417 $1.4M
Montag A & Associates Inc. 0.07% Reduce -19.4% 11,377 $1.4M
Leonteq Securities AG 0.14% Add +34.9% 11,376 $1.4M
Teza Capital Management LLC 0.22% New 11,361 $1.4M
Quilter Plc 0.03% No change 11,338 $1.4M
First Dallas Securities Inc. 0.58% Reduce -0.9% 11,319 $1.4M
Empire Financial Management Company, LLC 0.44% New 11,305 $1.4M
Ceera Investments, LLC 0.49% Add +61.0% 11,298 $1.4M
Hedges Asset Management LLC 0.93% No change 11,200 $1.4M
Loudon Investment Management, LLC 0.80% Reduce -8.6% 11,156 $1.4M
Mission Wealth Management, LP 0.03% Reduce -9.9% 11,108 $1.4M
BTC Capital Management, Inc. 0.13% Reduce -16.1% 11,103 $1.4M
Compound Planning, Inc. 0.07% Add +44.9% 11,095 $1.4M
Brown Miller Wealth Management, LLC 0.54% Add +1.6% 11,088 $1.4M
McKinley Carter Wealth Services, Inc. 0.09% Reduce -2.0% 11,084 $1.4M
Northeast Financial Consultants Inc 0.06% No change 11,079 $1.4M
Easterly Investment Partners LLC 0.11% No change 11,076 $1.4M
Spire Wealth Management 0.04% Add +8.5% 11,071 $1.4M
Resonant Capital Advisors, LLC 0.10% Add +1.5% 11,054 $1.4M
Legacy Financial Advisors, Inc. 0.23% Add +24.6% 11,046 $1.4M
Stone Summit Wealth LLC 0.47% Reduce -0.2% 11,012 $1.4M
Carnegie Investment Counsel 0.04% Reduce -41.4% 11,009 $1.4M
Modern Wealth Management, LLC 0.05% Add +72.1% 10,897 $1.4M
Investors Research Corp 0.30% Reduce -0.9% 10,839 $1.4M
Mufg Securities Americas Inc. 0.18% — 10,796 $1.4M
Texas Bank & Trust Co 0.56% — 10,781 $1.4M
Abner Herrman & Brock LLC 0.17% Reduce -83.6% 10,761 $1.4M
L.M. Kohn & Company 0.35% Reduce -8.4% 10,727 $1.4M
Point72 (DIFC) Ltd 0.12% New 10,724 $1.4M
Bradley Foster & Sargent Inc. 0.02% Reduce -1.5% 10,636 $1.3M
Cornercap Investment Counsel Inc. 0.43% Reduce -4.2% 10,617 $1.3M
Trustmark Bank Trust Department 0.10% Reduce -10.9% 10,617 $1.3M
CW Advisors, LLC 0.02% Reduce -85.1% 10,598 $1.3M
Wright Investors Service Inc. 0.43% Reduce -43.0% 10,575 $1.3M
Keystone Financial Group 0.13% Add +27.7% 10,753 $1.3M
Anb Bank 0.58% — 10,540 $1.3M
Sandy Spring Bank 0.05% Reduce -2.2% 10,510 $1.3M
Dakota Wealth Management 0.03% Reduce -5.2% 10,490 $1.3M
Fiduciary Group, LLC 0.13% Reduce -5.5% 10,486 $1.3M
Vermillion & White Wealth Management Group, LLC 0.97% Reduce -0.0% 10,485 $1.3M
Twin Lakes Capital Management, LLC 0.84% Reduce -32.3% 10,428 $1.3M
Kondo Wealth Advisors, Inc. 0.67% — 9,939 $1.3M
Perpetual Ltd 0.02% Reduce -37.3% 10,409 $1.3M
Avitas Wealth Management LLC 0.18% Reduce -0.7% 10,397 $1.3M
Daner Wealth Management, LLC 0.96% — 11,369 $1.3M
HF Advisory Group, LLC 0.60% New 10,350 $1.3M
Greenline Partners, LLC 0.18% Reduce -36.6% 10,265 $1.3M
Institute for Wealth Management, LLC. 0.16% Reduce -21.3% 10,234 $1.3M
Mechanics Bank Trust Department 0.17% Reduce -2.0% 10,211 $1.3M
Lombard Odier Asset Management (Switzerland) SA 0.10% New 10,177 $1.3M
Summit X, LLC 0.28% Reduce -12.3% 10,168 $1.3M
Grey Ledge Advisors, LLC 0.33% Reduce -17.2% 10,152 $1.3M
Altman Advisors, Inc. 0.54% New 10,071 $1.3M
Farther Finance Advisors, LLC 0.05% Reduce -15.7% 10,041 $1.3M
Meeder Advisory Services, Inc. 0.08% Reduce -1.4% 10,020 $1.3M
Cornerstone Wealth Management, LLC 0.09% Add +9.3% 10,016 $1.3M
CoreCap Advisors, LLC 0.06% Add +107.7% 9,986 $1.3M
Cora Capital Advisors LLC 0.61% Reduce -0.2% 9,955 $1.3M
Copia Wealth Management 1.18% — 9,846 $1.2M
Hunter Associates Investment Management LLC 0.19% Reduce -18.9% 9,785 $1.2M
Teamwork Financial Advisors, LLC 0.16% Add +56.1% 9,790 $1.2M
Godshalk Welsh Capital Management, Inc. 0.79% No change 9,737 $1.2M
Moneywise, Inc. 0.61% No change 9,688 $1.2M
Strategic Equity Management 0.51% New 9,688 $1.2M
Curbstone Financial Management Corp 0.26% New 9,672 $1.2M
Goldstone Financial Group, LLC 0.19% Add +0.3% 9,653 $1.2M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.45% Reduce -6.0% 10,864 $1.2M
Matrix Trust Co 0.21% Reduce -1.1% 9,633 $1.2M
Financial Advocates Investment Management 0.07% Add +16.9% 9,631 $1.2M
Meridian Wealth Management, LLC 0.06% Reduce -0.3% 9,629 $1.2M
Forte Capital LLC 0.14% Reduce -19.3% 9,624 $1.2M
Procyon Advisors, LLC 0.08% Reduce -51.4% 9,617 $1.2M
GC Wealth Management RIA, LLC 0.21% Reduce -3.4% 9,584 $1.2M
Kestra Investment Management, LLC 0.05% Add +36.1% 9,560 $1.2M
ARK Investment Management 0.01% Reduce -1.4% 9,522 $1.2M
White Knight Strategic Wealth Advisors, LLC 0.50% Add +100.6% 9,494 $1.2M
ForthRight Wealth Management, LLC 0.40% Add +0.1% 9,477 $1.2M
Potomac Fund Management Inc. 0.07% — 9,471 $1.2M
Belpointe Asset Management LLC 0.07% Add +22.2% 9,210 $1.2M
Diversified Trust Co. 0.03% Reduce -17.9% 9,361 $1.2M
Rodgers Brothers Inc. 0.15% Add +0.0% 9,355 $1.2M
Twin City Private Wealth, LLC 1.04% Reduce -11.8% 9,305 $1.2M
Readystate Asset Management LP 0.09% New 9,273 $1.2M
PFC Capital Group, Inc. 0.56% Reduce -7.5% 9,270 $1.2M
Houlihan Financial Resource Group, Ltd. 0.50% Reduce -3.1% 9,230 $1.2M
Cullen Investment Group, LTD. 0.17% Reduce -7.7% 9,222 $1.2M
Western Wealth Management, LLC 0.06% Add +4.3% 9,172 $1.2M
Castlekeep Investment Advisors LLC 0.81% Reduce -1.5% 9,172 $1.2M
Pinnacle Wealth Management Group, Inc. 0.72% Reduce -6.2% 9,148 $1.2M
Mitchell Sinkler & Starr 0.31% Reduce -8.8% 9,137 $1.2M
CENTRAL TRUST Co 0.03% Reduce -4.5% 9,099 $1.1M
Integrity Alliance, Llc. 0.12% — 9,062 $1.1M
Voya Financial Advisors, Inc. 0.12% Add +0.2% 9,021 $1.1M
Heritage Wealth Management, Inc. 0.37% Reduce -5.2% 8,916 $1.1M
Ontario Teachers Pension Plan Board 0.02% Add +108.5% 8,830 $1.1M
Equitable Holdings, Inc. 0.01% Reduce -22.6% 8,823 $1.1M
Klein Pavlis & Peasley Financial, Inc. 0.90% Add +7.6% 8,806 $1.1M
Geneos Wealth Management Inc. 0.04% Reduce -3.4% 8,757 $1.1M
Applied Capital LLC 0.87% Reduce -0.8% 8,734 $1.1M
Delta Financial Group, Inc. 0.26% New 8,709 $1.1M
Beese Fulmer Investment Management, Inc. 0.09% Add +6.7% 8,652 $1.1M
Blueshift Asset Management, LLC 0.40% Add +0.2% 8,634 $1.1M
Jefferies Financial Group Inc. 0.01% Reduce -81.4% 8,572 $1.1M
Zevin Asset Management LLC 0.16% Reduce -88.6% 8,532 $1.1M
Alpha Cubed Investments, LLC 0.05% Reduce -27.3% 8,528 $1.1M
Longfellow Investment Management Co. LLC 0.27% Reduce -6.0% 8,467 $1.1M
Strategic Advisors LLC 0.19% Reduce -7.5% 8,424 $1.1M
Laird Norton Wetherby Wealth Management, LLC 0.05% Reduce -24.0% 8,400 $1.1M
Aberdeen Wealth Management LLC 0.72% Reduce -7.7% 8,377 $1.1M
Callan Family Office, LLC 0.07% Add +351.1% 8,363 $1.1M
Advance Capital Management, Inc. 0.05% Reduce -4.6% 8,329 $1.1M
SouthState Bank Corp 0.07% Reduce -13.3% 8,325 $1.0M
Corundum Group, Inc. 0.39% Add +9.8% 8,264 $1.0M
SageView Advisory Group, LLC 0.04% Add +0.8% 8,240 $1.0M
Larson Financial Group LLC 0.05% Add +12.2% 8,220 $1.0M
Sava Infond d.o.o. 0.18% — 8,210 $1.0M
Consolidated Portfolio Review Corp 0.16% Add +239.7% 8,197 $1.0M
City Holding Co. 0.15% Reduce -16.6% 8,161 $1.0M
MSH Capital Advisors LLC 0.32% Reduce -0.5% 8,125 $1.0M
Intellectus Partners, LLC 0.23% Reduce -7.6% 8,032 $1.0M
Access Financial Services, Inc. 0.45% Reduce -9.1% 8,025 $1.0M
Pinnacle Wealth Management Advisory Group, LLC 0.09% Reduce -2.0% 8,002 $1.0M
Supplemental Annuity Collective Trust of NJ 0.30% No change 8,000 $1.0M
Octavia Wealth Advisors, LLC 0.12% Add +70.7% 7,995 $1.0M
IFP Advisors, Inc 0.03% Add +270.4% 7,933 $1.0M
Opinicus Capital, Inc. 0.84% Add +8.3% 7,912 $998K
Mork Capital Management, LLC 0.66% New 7,900 $996K
Guidance Capital, Inc. 0.30% Reduce -37.6% 7,484 $996K
SOA Wealth Advisors, LLC. 0.18% Add +0.0% 7,893 $995K
AMG National Trust Bank 0.03% Add +2.0% 7,891 $994K
Purkiss Capital Advisors LLC 0.86% — 7,858 $991K
Galvin, Gaustad & Stein, LLC 0.09% No change 7,836 $988K
Numerai GP LLC 0.27% Reduce -81.3% 7,833 $988K
Concourse Financial Group Securities, Inc. 0.06% Add +10.3% 7,439 $986K
Amplius Wealth Advisors, LLC 0.10% Reduce -0.0% 7,816 $986K
TFG Advisers LLC 0.35% Add +5.0% 7,800 $984K
First Citizens Bank & Trust Co. 0.02% Reduce -3.5% 7,776 $981K
Profund Advisors LLC 0.04% Reduce -17.3% 7,759 $978K
Capital Square, LLC 0.56% Add +43.0% 7,352 $978K
111 Capital 0.20% — 7,734 $975K
Clear Creek Financial Management, LLC 0.11% Add +153.3% 7,720 $974K
Ted Buchan & Co 0.46% New 7,707 $972K
Strategic Blueprint, LLC 0.06% Reduce -11.7% 7,704 $971K
Eldridge Investment Advisors, Inc. 0.23% Add +0.1% 7,696 $971K
Norway Savings Bank 0.54% Reduce -1.0% 7,692 $970K
Erste Asset Management GmbH 0.01% Reduce -49.9% 7,670 $967K
Midland Wealth Advisors, LLC 0.06% Reduce -6.4% 7,669 $967K
Whittier Trust Co. of Nevada Inc. 0.02% Reduce -9.9% 7,668 $967K
Convergence Investment Partners, LLC 0.21% Add +0.3% 7,591 $957K
CRA Financial Services, LLC 0.16% Reduce -2.2% 7,581 $956K
Wimmer Associates 1, LLC 0.47% Add +0.8% 7,546 $952K
Insigneo Advisory Services, LLC 0.10% Reduce -21.4% 7,543 $951K
Wolff Financial Management LLC 0.26% Add +0.1% 7,532 $950K
Crescent Grove Advisors, LLC 0.09% Reduce -2.4% 7,487 $944K
Comprehensive Financial Consultants Institutional, Inc. 0.34% Reduce -1.3% 7,478 $943K
Old National Bancorp 0.02% Add +4.6% 7,475 $943K
Nations Financial Group Inc, /Ia/ 0.07% Reduce -1.5% 7,450 $940K
TCV Trust & Wealth Management, Inc. 0.09% Add +0.4% 7,441 $938K
First Hawaiian Bank 0.03% Add +117.6% 7,419 $936K
Diversify Advisory Services, LLC 0.05% Reduce -64.0% 7,586 $935K
Cigna Investments Inc. 0.16% Reduce -1.4% 7,407 $934K
Taylor Hoffman Capital Management LLC 0.34% No change 7,403 $934K
Pensionfund Sabic 0.24% No change 7,400 $933K
Investors Asset Management of Georgia Inc. /Ga/ 0.45% Add +2.1% 7,387 $932K
Bigelow Investment Advisors, LLC 0.44% Reduce -6.1% 7,387 $932K
Ameritas Investment Partners, Inc. 0.03% Reduce -3.3% 7,339 $925K
Richard W. Paul & Associates, LLC 0.34% Add +1.1% 7,332 $925K
Eaton Financial Holdings Company, LLC 0.35% Reduce -3.2% 7,253 $915K
RFG - Bristol Wealth Advisors, LLC 0.30% — 7,252 $914K
Tyche Wealth Partners LLC 0.19% Add +67.8% 7,247 $914K
Colonial Trust Co / SC 0.14% Add +1.4% 7,227 $911K
Pallas Capital Advisors LLC 0.04% Reduce -5.9% 7,221 $911K
Kenora Financial, LLC 0.36% Reduce -0.8% 7,208 $909K
Watts Gwilliam & Co., LLC 0.19% Add +1.0% 7,269 $908K
Harrington Investments, INC 0.50% Reduce -1.2% 7,193 $907K
Howard Capital Management, LLC 0.01% Add +13.5% 7,182 $906K
Jump Financial, LLC 0.02% Add +77.1% 7,174 $905K
Raleigh Capital Management Inc. 0.35% Reduce -0.8% 7,157 $903K
Clearbridge Investments, LLC 0.00% Reduce -99.1% 7,152 $902K
Balboa Wealth Partners 0.21% Add +3.1% 7,145 $901K
Silvant Capital Management LLC 0.04% No change 7,129 $899K
Trust Investment Advisors 0.57% Add +14.1% 7,119 $898K
Harbour Trust & Investment Management Co 0.10% Reduce -4.0% 7,102 $896K
Brown Capital Management LLC 0.02% Add +6.7% 7,101 $895K
Pinnacle West Asset Management, Inc. 0.64% Add +10.8% 7,050 $889K
King Luther Capital Management Corp. 0.00% Reduce -3.3% 7,045 $888K
Wealth Group, Ltd. 0.57% Add +0.3% 7,006 $884K
Carnegie Lake Advisors LLC 0.36% Add +13.9% 7,005 $883K
Hartford Financial Management Inc. 0.18% No change 7,000 $883K
Belmont Capital, LLC 0.14% No change 7,000 $883K
Noble Family Wealth, LLC 0.24% No change 7,030 $881K
Confluence Wealth Services, Inc. 0.06% Reduce -46.9% 6,580 $879K
Gallagher Fiduciary Advisors, LLC 0.17% Add +40.5% 6,956 $877K
Bluespring Wealth Management, LLC 0.09% Reduce -1.9% 6,951 $877K
United Community Bank 0.34% Add +0.4% 6,929 $874K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -2.4% 6,917 $872K
Fortis Advisors, LLC 0.57% Add +0.2% 6,880 $868K
Fiduciary Trust Co 0.01% Reduce -8.2% 6,876 $867K
Alpha Omega Wealth Management LLC 0.16% Reduce -1.4% 6,865 $866K
Canandaigua National Bank & Trust Co. 0.09% Reduce -17.0% 6,862 $865K
R.H. Dinel Investment Counsel, Inc. 0.58% No change 6,850 $864K
Roehl & Yi Investment Advisors, LLC 0.47% — 6,832 $862K
Cannell & Spears LLC 0.02% Add +0.8% 6,831 $861K
Essex Financial Services, Inc. 0.06% Reduce -16.5% 6,807 $858K
Trek Financial, LLC 0.06% Add +43.1% 6,804 $858K
Wealth Alliance, LLC 0.10% Reduce -8.3% 6,801 $858K
First Bank & Trust 0.16% Add +3.6% 6,751 $851K
AIMZ Investment Advisors, LLC 0.30% No change 6,750 $851K
Zuckerman Investment Group, LLC 0.08% New 7,638 $850K
Formidable Asset Management, LLC 0.14% Reduce -5.8% 6,723 $848K
Diligent Investors, LLC 0.19% Add +1.7% 6,722 $848K
Dark Forest Capital Management LP 0.12% Reduce -9.0% 6,714 $847K
Access Investment Management LLC 0.25% Reduce -8.0% 6,710 $846K
Brandes Investment Partners, LP 0.01% New 6,705 $846K
iA Global Asset Management Inc. 0.01% Add +35.6% 6,703 $845K
Wolverine Asset Management LLC 0.06% New 6,661 $840K
Gleason Group, Inc. 0.15% Add +1.3% 6,660 $840K
Symphony Financial, Ltd. Co. 0.13% Add +39.6% 6,308 $837K
Precedent Wealth Partners, LLC 0.27% Reduce -4.3% 6,625 $835K
Capital Advisors Inc. 0.02% Reduce -28.2% 6,614 $834K
Stableford Capital II LLC 0.33% Reduce -2.0% 6,613 $834K
Kings Path Partners LLC 0.36% No change 6,605 $833K
Blue Chip Partners, LLC 0.07% Reduce -17.5% 6,602 $833K
Principle Wealth Partners LLC 0.06% Add +1.9% 6,595 $832K
LM Advisors LLC 0.15% New 6,580 $830K
Freedom Investment Management, Inc. 0.07% Add +77.8% 6,568 $828K
BankPlus Trust Department 0.27% — 6,540 $825K
Court Place Advisors, LLC 0.27% Reduce -26.9% 6,507 $821K
Aviance Capital Partners, LLC 0.11% Reduce -1.7% 6,505 $820K
GAMMA Investing LLC 0.07% Add +14.3% 6,494 $819K
Roberts Glore & Co. Inc. 0.24% Add +6.2% 6,463 $815K
Lincoln Capital LLC 0.17% Reduce -5.8% 6,450 $813K
Trivium Point Advisory, LLC 0.10% Add +2.8% 6,430 $811K
Groupama Asset Managment 0.02% Reduce -67.2% 6,455 $809K
Carlson Capital, L.P. 0.48% New 6,400 $807K
Marino, Stram & Associates LLC 0.18% Reduce -4.5% 6,397 $807K
Stratos Investment Management, LLC 0.05% Reduce -9.6% 6,390 $806K
Alan B Lancz & Associates, Inc. 0.82% Reduce -5.9% 6,370 $803K
Eagle Bluffs Wealth Management LLC 0.43% Add +20.2% 6,315 $796K
Chapman Financial Group, LLC 0.64% — 6,313 $796K
San Luis Wealth Advisors LLC 0.15% Add +27.3% 6,312 $796K
DeDora Capital, Inc. 0.22% Add +4.1% 6,302 $795K
EntryPoint Capital, LLC 0.33% New 6,297 $794K
Rockport Wealth LLC 0.35% New 6,297 $794K
Moloney Securities Asset Management, LLC 0.11% Reduce -13.9% 6,264 $790K
Optimist Retirement Group LLC 0.37% Add +103.0% 6,252 $788K
Richwood Investment Advisors, LLC 0.66% Reduce -1.9% 6,232 $786K
Emerald Advisors, LLC 0.11% Add +8.1% 6,230 $786K
Sax Wealth Advisors, LLC 0.06% Add +31.1% 6,229 $786K
LaFleur & Godfrey LLC 0.11% Add +62.8% 6,225 $785K
Berkshire Asset Management LLC 0.04% Reduce -1.0% 5,887 $783K
Total Wealth Planning & Management, Inc. 0.77% — 6,180 $779K
WASHINGTON TRUST Co 0.03% Reduce -8.6% 6,176 $779K
Essex Bank 0.19% Reduce -3.2% 6,149 $775K
Rothschild Investment LLC 0.05% Add +1.2% 6,141 $774K
Cidel Asset Management Inc. 0.05% Add +13.9% 6,121 $772K
Astoria Portfolio Advisors LLC. 0.28% Reduce -2.1% 6,130 $771K
Weaver Capital Management LLC 0.22% Add +26.2% 6,071 $766K
Howland Capital Management LLC 0.03% Reduce -0.2% 6,053 $763K
Csenge Advisory Group 0.04% Reduce -11.9% 6,049 $763K
Tradewinds Capital Management, LLC 0.20% Add +0.1% 6,044 $762K
Strategic Investment Solutions, Inc. 0.25% Add +22.5% 4,837 $761K
Wealth Management Partners, LLC 0.33% Reduce -36.5% 6,018 $759K
Intrust Bank NA 0.08% Reduce -2.3% 6,012 $758K
AssuredPartners Investment Advisors, LLC 0.15% — 5,982 $754K
Boston Financial Mangement LLC 0.02% Add +2.6% 5,978 $754K
Smartleaf Asset Management LLC 0.08% Add +31.5% 6,015 $754K
Lakewood Asset Management LLC 0.52% Reduce -3.9% 5,975 $753K
Mendel Money Management 0.34% Reduce -0.2% 5,950 $750K
Norden Group LLC 0.08% Add +3.1% 5,927 $747K
Investor's Fiduciary Advisor Network, LLC 0.29% — 5,921 $746K
Abundance Wealth Counselors 0.16% Reduce -12.3% 5,900 $744K
Palisade Capital Management, LP 0.02% No change 5,880 $741K
PUREfi Wealth, LLC 0.72% — 5,845 $737K
Acropolis Investment Management, LLC 0.04% Add +5.9% 5,709 $720K
Parsons Capital Management Inc. 0.04% Reduce -20.0% 5,702 $719K
IFG Advisory, LLC 0.04% New 5,694 $718K
TrinityPoint Wealth, LLC 0.10% Add +7.1% 5,687 $717K
Meiji Yasuda Life Insurance Co 0.01% Reduce -5.8% 5,654 $713K
Waldron Private Wealth LLC 0.03% Add +74.0% 5,649 $712K
Bangor Savings Bank 0.07% Add +5.0% 5,627 $710K
Schechter Investment Advisors, LLC 0.05% Reduce -6.9% 5,593 $705K
Campbell & CO Investment Adviser LLC 0.05% Reduce -37.3% 5,586 $704K
Patriot Financial Group Insurance Agency, LLC 0.09% Add +0.2% 5,584 $704K
RPS Advisory Solutions LLC 0.44% Add +7.8% 5,583 $704K
Joel Isaacson & Co., LLC 0.03% Add +5.4% 5,578 $703K
MRWM Advisors, LLC 0.54% — 5,510 $695K
Biltmore Wealth Management, LLC 0.29% Add +0.8% 5,507 $694K
SevenBridge Financial Group, LLC 0.13% Reduce -3.6% 6,062 $694K
Greenwood Capital Associates LLC 0.09% New 5,500 $694K
Wellington Shields & Co., LLC 0.21% Add +22.3% 5,485 $692K
O'Keefe Stevens Advisory, Inc. 0.21% Add +49.3% 5,470 $690K
Checchi Capital Advisers, LLC 0.05% Add +3.1% 5,455 $688K
1ST Source Bank 0.04% Add +0.8% 5,431 $685K
Westover Capital Advisors, LLC 0.15% Reduce -24.4% 5,416 $683K
Robertson Stephens Wealth Management, LLC 0.02% Add +9.7% 5,409 $682K
SeaCrest Wealth Management, LLC 0.07% Add +2.9% 5,393 $680K
Manske Wealth Management 0.27% — 5,388 $679K
Eastern Bank 0.01% Reduce -48.5% 5,383 $679K
Mayflower Financial Advisors, LLC 0.10% Add +6.8% 5,383 $679K
Lazard Asset Management LLC 0.00% Add +52.1% 5,375 $677K
Phoenix Financial Ltd. 0.01% Reduce -13.9% 5,368 $677K
Simplicity Wealth,LLC 0.14% Reduce -58.7% 5,356 $675K
Buck Wealth Strategies, LLC 0.14% Add +80.0% 5,352 $675K
American Trust Investment Advisors, LLC 0.28% Add +32.4% 5,350 $675K
Community Trust & Investment Co. 0.04% Add +1.2% 5,345 $674K
HUB Investment Partners, LLC 0.03% Add +0.6% 5,329 $672K
Syon Capital LLC 0.06% Add +18.5% 5,316 $670K
Gladstone Institutional Advisory LLC 0.03% Add +6.3% 5,314 $670K
Petrus Trust Company, LTA 0.06% Add +168.4% 5,310 $670K
Centaurus Financial, Inc. 0.04% Add +4.9% 5,281 $666K
Penserra Capital Management LLC 0.01% Add +51.6% 5,294 $666K
SC&H Financial Advisors, Inc. 0.14% No change 5,273 $665K
Leavell Investment Management, Inc. 0.03% Reduce -11.7% 5,251 $662K
Hutner Capital Management Inc. 0.32% Reduce -0.4% 5,251 $662K
Westpac Banking Corp. 0.04% Reduce -61.1% 5,244 $661K
DRW Securities, LLC 0.04% Reduce -31.3% 5,240 $661K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% No change 5,235 $660K
Sovran Advisors, LLC 0.09% — 5,239 $659K
Boyd Watterson Asset Management LLC 0.18% No change 5,210 $657K
Centiva Capital, LP 0.03% Add +1367.3% 5,209 $657K
Studio Investment Management LLC 0.14% Reduce -5.0% 5,205 $656K
W.G. Shaheen & Associates DBA Whitney & Co 0.07% Reduce -0.1% 5,204 $656K
Archford Capital Strategies, LLC 0.10% Add +0.1% 5,204 $656K
Absher Wealth Management, LLC 0.09% Add +11.9% 5,196 $655K
Private Trust Co. NA 0.07% Reduce -20.3% 5,194 $655K
Pettyjohn, Wood & White, Inc. 0.12% Reduce -2.8% 5,192 $655K
Hodges Capital Management Inc. 0.04% Reduce -84.7% 5,188 $654K
Stonebridge Financial Group, LLC 0.07% — 5,186 $654K
Choate Investment Advisors 0.02% Add +6.3% 5,176 $653K
Capital Analysts, LLC 0.03% Add +1.0% 5,164 $651K
Kanawha Capital Management LLC 0.05% Reduce -1.0% 5,160 $651K
FORA Capital, LLC 0.07% Reduce -94.0% 5,138 $648K
McAdam, LLC 0.04% Add +6.9% 5,132 $647K
Trust Point Inc. 0.04% Add +26.3% 5,132 $647K
Founders Financial Alliance, LLC 0.18% Reduce -2.3% 5,129 $647K
Minot DeBlois Advisors LLC 0.59% — 5,114 $645K
Ausdal Financial Partners, Inc. 0.06% Add +113.5% 5,106 $644K
Legacy Capital Group California, Inc. 0.20% Reduce -0.7% 5,104 $644K
Future Financial Wealth Managment LLC 0.47% Add +5.3% 5,100 $643K
Ar Asset Management Inc. 0.15% No change 5,100 $643K
Taylor Financial Group, Inc. 0.44% Add +1.3% 5,086 $641K
Patrick Mauro Investment Advisor, INC. 0.37% Add +0.2% 5,080 $641K
Cetera Trust Company, N.A 0.42% Reduce -1.3% 5,079 $640K
World Equity Group, Inc. 0.14% Add +87.8% 5,062 $638K
Discipline Wealth Solutions, LLC 0.30% New 5,053 $637K
Morningstar Investment Management LLC 0.05% Add +1.9% 5,052 $637K
Wealth Advisory Solutions, LLC 0.18% Reduce -8.0% 5,024 $634K
Panagora Asset Management Inc. 0.00% Reduce -7.4% 5,021 $633K
Fortress Financial Group, LLC 0.63% — 5,020 $633K
Bryn Mawr Trust Advisors, LLC 0.03% Reduce -25.9% 5,010 $632K
B&D White Capital Company, LLC 0.11% Reduce -68.0% 5,000 $631K
Kovack Advisors, Inc. 0.06% Add +14.4% 4,997 $630K
Leo Wealth, LLC 0.06% Add +55.9% 4,995 $630K
Fourpath Capital Management, LLC 0.12% Reduce -2.3% 4,975 $627K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -0.7% 4,600 $627K
Hapanowicz & Associates Financial Services, Inc 0.31% No change 4,964 $626K
Focus Financial Network, Inc. 0.02% Add +4.2% 4,731 $623K
First Horizon Advisors, Inc. 0.02% Reduce -4.4% 4,938 $623K
Diversify Wealth Management, LLC 0.05% Reduce -66.6% 5,052 $623K
Patrick M Sweeney & Associates, Inc. 0.47% Reduce -0.4% 4,932 $622K
Equitable Trust Co. 0.03% No change 4,932 $622K
VeraBank, N.A. 0.17% Reduce -1.0% 4,913 $620K
Virtue Capital Management, LLC 0.12% Add +13.4% 4,911 $619K
Darwin Wealth Management, LLC 0.21% Reduce -0.5% 4,908 $619K
Capital Asset Advisory Services LLC 0.03% Add +2.2% 4,989 $618K
Forge Financial Services LLC 0.52% — 5,400 $617K
LS Investment Advisors, LLC 0.09% Reduce -44.1% 4,885 $616K
Blackston Financial Advisory Group, LLC 0.31% Reduce -0.1% 4,884 $616K
Ingalls & Snyder LLC 0.02% Reduce -18.1% 4,871 $614K
ZWJ Investment Counsel Inc. 0.03% Add +4.1% 4,869 $614K
Vest Financial, LLC 0.01% Add +25.8% 4,862 $613K
Syntax Research, Inc. 0.44% Add +24.3% 4,858 $613K
Elevated Capital Advisors, LLC 0.17% Add +9.4% 4,855 $612K
Byrne Asset Management LLC 0.50% Reduce -16.4% 4,851 $612K
Brown, Lisle/Cummings, Inc. 0.18% Add +8.0% 4,835 $610K
Northstar Group, Inc. 0.11% Add +0.8% 4,817 $607K
Brady Martz Wealth Solutions, LLC 0.15% — 4,825 $607K
Solitude Financial Services 0.26% No change 4,800 $605K
Catalyst Funds Management Pty Ltd 0.15% New 4,800 $605K
Advisors Management Group Inc. 0.14% Reduce -0.8% 4,791 $604K
Agate Pass Investment Management, LLC 0.27% New 4,785 $603K
Rovin Capital /Ut/ 0.22% Add +85.7% 4,757 $600K
Sound View Wealth Advisors Group, LLC 0.05% Add +39.8% 4,735 $597K
Dynamic Technology Lab Private Ltd 0.10% New 4,730 $596K
Southeast Asset Advisors, LLC 0.07% No change 4,705 $593K
Buttonwood Financial Advisors Inc. 0.26% Reduce -0.0% 4,693 $592K
Chicago Capital, LLC 0.02% No change 4,691 $592K
Quadcap Wealth Management, LLC 0.09% Reduce -3.7% 4,680 $590K
Winthrop Advisory Group LLC 0.07% Add +0.8% 4,676 $590K
First Financial Bank - Trust Division 0.05% Reduce -1.8% 4,670 $589K
CI Investments Inc. 0.00% Reduce -85.4% 4,652 $587K
Wilson & Boucher Capital Management, LLC 0.42% No change 4,655 $587K
City State Bank 0.21% Add +0.7% 4,648 $586K
Greenwich Wealth Management LLC 0.04% Add +10.0% 4,645 $586K
Fernwood Investment Management, LLC 0.20% Add +3.9% 4,638 $585K
Community Bank & Trust, Waco, Texas 0.13% Add +0.1% 4,624 $583K
Coign Capital Advisors LLC 0.54% — 4,620 $583K
Angeles Wealth Management, LLC 0.05% Add +65.7% 4,613 $582K
apricus wealth, LLC 0.38% Reduce -1.1% 4,611 $581K
Raab & Moskowitz Asset Management LLC 0.14% Reduce -5.3% 4,608 $581K
Ancora Advisors LLC 0.01% Add +2.6% 4,603 $581K
Main Street Financial Solutions, LLC 0.06% Reduce -46.5% 4,596 $580K
Cohen Capital Management, Inc. 0.10% No change 4,585 $578K
Annex Advisory Services, LLC 0.02% Add +0.3% 4,585 $578K
High Net Worth Advisory Group LLC 0.16% Reduce -15.9% 4,583 $578K
SteelPeak Wealth, LLC 0.02% Reduce -85.6% 4,580 $578K
Valmark Advisers, Inc. 0.01% Reduce -8.9% 4,576 $577K
CFS Investment Advisory Services, LLC 0.05% Reduce -33.8% 4,555 $574K
Legacy Capital Wealth Partners, LLC 0.14% Reduce -28.6% 4,547 $573K
Verity Asset Management, Inc. 0.32% Reduce -37.5% 4,658 $572K
Moody National Bank Trust Division 0.06% Reduce -59.8% 4,523 $570K
Meeder Asset Management Inc. 0.04% Add +3650.0% 4,500 $567K
Chicago Partners Investment Group LLC 0.02% Add +1.2% 4,472 $567K
Foster Victor Wealth Advisors, LLC 0.04% No change 4,363 $566K
Schnieders Capital Management LLC 0.11% Add +0.9% 4,456 $562K
Ieq Capital, LLC 0.01% Reduce -67.2% 4,456 $562K
WestHill Financial Advisors, Inc. 0.13% Add +0.0% 4,455 $562K
Net Worth Advisory Group 0.17% Reduce -1.0% 4,443 $560K
Range Financial Group LLC 0.26% New 4,438 $560K
Mystic Asset Management, Inc. 0.15% Add +22.0% 4,430 $559K
Silver Coast Investments LLC 0.21% Add +1.5% 4,427 $558K
JFS Wealth Advisors, LLC 0.04% Add +8.7% 4,426 $558K
Revolve Wealth Partners, LLC 0.08% Add +1.7% 4,422 $558K
Two Sigma Securities, LLC 0.10% New 4,411 $556K
Wealthspire Advisors, LLC 0.01% Reduce -6.1% 4,411 $556K
NCM Capital Management, LLC 0.25% Add +0.1% 4,410 $556K
First United Bank & Trust 0.20% Reduce -19.2% 4,405 $555K
Allred Capital Management, LLC 0.21% Reduce -0.3% 4,392 $554K
Wallace Advisory Group, LLC 0.38% Add +16.8% 4,051 $552K
Deseret Mutual Benefit Administrators 0.27% Add +4.1% 4,372 $551K
LifeGuide Financial Advisors, LLC 0.24% Reduce -4.7% 4,371 $551K
Constitution Capital LLC 0.31% No change 4,344 $548K
N.E.W. Advisory Services LLC 0.05% Add +9.5% 4,339 $547K
MWA Asset Management 0.36% Reduce -13.1% 4,326 $546K
Collaborative Wealth Managment Inc. 0.25% Add +95.2% 4,306 $543K
Patriot Investment Management Group, Inc. 0.04% Reduce -14.2% 4,300 $542K
Meyer Handelman Co. 0.02% No change 4,300 $542K
Pettee Investors, Inc. 0.27% Reduce -1.6% 4,270 $538K
Harmony Asset Management LLC 0.21% New 4,268 $538K
Maven Securities LTD 0.09% Add +72.7% 4,266 $538K
Keudell/Morrison Wealth Management 0.14% Reduce -8.8% 4,262 $537K
Lake Street Advisors Group, LLC 0.02% Add +4.5% 4,255 $537K
Peoples Financial Services Corp. 0.25% Reduce -1.5% 4,254 $536K
Forum Financial Management, LP 0.01% Add +40.5% 4,242 $535K
Womack Financial LLC 0.47% — 4,236 $534K
Geller Advisors LLC 0.03% No change 4,211 $531K
Bollard Group LLC 0.01% Reduce -43.9% 4,208 $531K
Northcape Wealth Management, LLC 0.17% Reduce -78.0% 4,207 $531K
Wealth Alliance Advisory Group, LLC 0.11% Reduce -8.8% 4,205 $530K
Faithward Advisors, LLC 0.09% Reduce -2.4% 4,194 $529K
Valley National Advisers Inc. 0.09% Reduce -4.3% 4,192 $528K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.11% Add +0.5% 4,184 $528K
Transcend Capital Advisors, LLC 0.04% Reduce -14.7% 4,184 $528K
Gilliland Jeter Wealth Management LLC 0.18% Add +0.2% 4,183 $527K
NWF Advisory Services Inc. 0.08% Add +68.9% 4,137 $522K
Sittner & Nelson, LLC 0.23% Add +7.2% 4,132 $521K
Powers Advisory Group, LLC 0.26% Add +2.8% 4,131 $521K
Tradewinds, LLC. 0.14% Add +1.9% 4,573 $521K
Ignite Planners, LLC 0.11% Add +17.6% 4,187 $518K
CHICAGO TRUST Co NA 0.10% Reduce -0.5% 4,101 $517K
Private Wealth Partners, LLC 0.04% Reduce -7.9% 4,100 $517K
RDA Financial Network 0.15% Add +7.6% 4,097 $517K
Thoroughbred Financial Services, LLC 0.03% Reduce -3.6% 4,085 $515K
Shakespeare Wealth Management, LLC 0.14% Reduce -4.4% 4,081 $515K
Essential Planning, LLC. 0.00% New 3,906 $514K
Summit Asset Management, LLC 0.09% Reduce -5.8% 4,072 $513K
Simon Quick Advisors, LLC 0.03% Add +6.8% 4,066 $513K
NorthCrest Asset Manangement, LLC 0.02% Reduce -95.4% 4,063 $512K
Diamant Asset Management, Inc. 0.33% No change 4,060 $512K
Arjuna Capital 0.14% Add +2.0% 4,050 $511K
Rogco, LP 0.21% Add +0.5% 4,043 $510K
OmniStar Financial Group, Inc. 0.41% Reduce -18.5% 4,044 $510K
Juncture Wealth Strategies, LLC 0.19% Reduce -13.1% 4,023 $507K
Parvin Asset Management, LLC 0.55% — 4,020 $507K
Rothschild Wealth LLC 0.15% Reduce -59.0% 3,992 $503K
Central Bank & Trust Co. 0.08% Reduce -29.6% 3,989 $503K
Salvus Wealth Management, LLC 0.32% Reduce -7.3% 3,984 $502K
Balefire, LLC 0.17% Reduce -14.3% 4,043 $501K
Sonora Investment Management Group, LLC 0.04% Add +10.6% 3,971 $501K
Barr E S & Co. 0.03% Reduce -0.6% 3,958 $499K
S.E.E.D. Planning Group LLC 0.17% New 3,950 $498K
Smith, Moore & Co. 0.05% Reduce -10.1% 3,948 $498K
GTS Securities LLC 0.02% Reduce -93.9% 3,929 $495K
Smith Salley Wealth Management 0.03% Reduce -3.3% 3,910 $493K
Caldwell Sutter Capital, Inc. 0.23% Reduce -1.4% 3,904 $492K
Seelaus Asset Management LLC 0.46% Add +0.1% 3,899 $492K
Accurate Wealth Management, LLC 0.09% Add +22.3% 3,988 $492K
First County Bank 0.27% Reduce -24.6% 3,897 $491K
EverSource Wealth Advisors, LLC 0.03% Add +10.8% 3,885 $490K
Greenfield Savings Bank 0.23% Add +12.4% 3,872 $488K
First Nebraska Trust Co 0.05% No change 3,864 $487K
Conning Inc. 0.02% Reduce -15.7% 3,851 $486K
Guardian Investment Management 0.34% Reduce -6.8% 3,800 $479K
Shum Financial Group, Inc. 0.41% Reduce -23.6% 3,796 $479K
iSAM Funds (UK) Ltd 0.36% New 3,794 $478K
Journey Strategic Wealth LLC 0.02% Add +48.4% 3,792 $478K
S.A. Mason LLC 0.25% Reduce -3.2% 3,791 $478K
Berkeley Capital Partners, LLC 0.13% Reduce -51.0% 3,777 $476K
Durante & Waters, LLC 0.39% Add +0.0% 3,756 $474K
Profit Investment Management, LLC 0.38% Reduce -6.1% 3,756 $474K
Centerline Wealth Advisors, LLC 0.28% — 3,727 $470K
Sylvest Advisors, LLC 0.29% — 3,727 $470K
Franklin Street Advisors Inc. 0.03% No change 3,717 $469K
Family Legacy, Inc. 0.16% Add +4.5% 3,689 $468K
Heritage Wealth Advisors 0.02% Add +0.3% 3,707 $468K
Walleye Trading LLC 0.01% New 3,704 $467K
Keynote Financial Services LLC 0.36% Add +1.8% 3,700 $467K
ABLE Financial Group, LLC 0.14% New 3,683 $464K
St. Johns Investment Management Company, LLC 0.22% Reduce -11.2% 3,674 $463K
Sard Wealth Management Group, LLC 0.31% Add +0.0% 3,657 $461K
Onyx Bridge Wealth Group LLC 0.07% New 3,656 $461K
Claro Advisors Inc. 0.06% Reduce -6.5% 3,656 $461K
Morey & Quinn Wealth Partners, LLC 0.39% — 3,636 $458K
Journey Advisory Group, LLC 0.05% No change 3,326 $455K
Legacy Wealth Asset Management, LLC 0.12% Reduce -5.5% 3,585 $452K
Versant Capital Management, Inc 0.10% Add +2.5% 3,583 $452K
Simmons Bank 0.03% Reduce -0.6% 3,580 $451K
Central Valley Advisors, LLC 0.20% Add +9.3% 3,578 $451K
LVW Advisors, LLC 0.06% Reduce -21.0% 3,562 $449K
Finward Bancorp 0.39% — 3,560 $449K
Pathway Financial Advisors LLC 0.10% Reduce -0.4% 3,560 $449K
HM Payson & Co. 0.01% Add +1.3% 3,558 $449K
Silver Oak Securities, Incorporated 0.04% Reduce -10.3% 3,569 $447K
Childress Capital Advisors, LLC 0.12% Add +35.9% 3,538 $446K
SageOak Financial, LLC 0.41% — 3,522 $444K
Roble, Belko & Company, Inc 0.07% Add +0.0% 3,514 $443K
Creegan & Nassoura Financial Group, LLC 0.30% Add +0.1% 3,505 $442K
AIA Group Ltd 0.01% Reduce -82.0% 3,504 $442K
Kentucky Trust Co 0.26% — 3,503 $442K
Archer Investment Corp 0.12% Reduce -0.2% 3,461 $436K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.11% Add +29.7% 3,445 $434K
Bard Financial Services, Inc. 0.05% No change 3,425 $432K
Private Portfolio Partners LLC 0.08% Add +1.8% 3,424 $432K
ORG Partners LLC 0.06% Add +0.1% 3,393 $430K
West Tower Group, LLC 0.95% Add +61.9% 3,400 $429K
American National Bank & Trust 0.05% Add +5.3% 3,400 $429K
Quadrant Capital Group LLC 0.03% Reduce -15.9% 3,395 $428K
FRG Family Wealth Advisors LLC 0.08% No change 3,390 $427K
Patten & Patten Inc. 0.03% Add +0.1% 3,388 $427K
Freestone Capital Holdings, LLC 0.01% Add +4.6% 3,387 $427K
MRA Advisory Group 0.23% Reduce -25.5% 3,385 $427K
Graypoint LLC 0.03% Add +10.5% 3,373 $425K
Nicolet Advisory Services, LLC 0.04% Reduce -17.5% 3,422 $422K
First Affirmative Financial Network 0.24% Reduce -8.1% 3,344 $422K
Capital International Sarl 0.01% Add +39.2% 3,336 $421K
Bridges Investment Management Inc. 0.01% Reduce -3.5% 3,327 $420K
Granite Investment Partners, LLC 0.02% No change 3,322 $419K
Pittenger & Anderson Inc. 0.02% Reduce -54.9% 3,317 $418K
MKT Advisors LLC 0.18% Add +1.0% 3,211 $417K
Montis Financial, LLC 0.13% Add +0.2% 3,295 $416K
NTV Asset Management LLC 0.05% Add +0.1% 3,294 $415K
Cascade Financial Partners, LLC 0.05% Reduce -11.3% 3,291 $415K
Kolinsky Wealth Management, LLC 0.25% Add +13.3% 3,288 $415K
GW Henssler & Associates Ltd. 0.02% No change 3,041 $415K
Jaffetilchin Investment Partners, LLC 0.03% Reduce -14.3% 3,277 $413K
CWA Asset Management Group, LLC 0.02% Reduce -87.3% 3,274 $413K
Vista Investment Partners LLC 0.13% No change 3,272 $413K
Lindbrook Capital, LLC 0.04% Add +17.1% 3,269 $412K
S&co Inc. 0.03% No change 3,270 $412K
Norris Financial Group, LLC 0.19% No change 3,265 $412K
LMG Wealth Partners, LLC 0.09% Add +0.8% 3,262 $411K
Oakworth Capital, Inc. 0.03% Reduce -4.5% 3,257 $411K
Raiffeisen Bank International AG 0.01% — 3,267 $409K
Sterling Investment Counsel, LLC 0.27% Add +0.6% 3,238 $408K
Eaton-Cambridge Inc. 0.18% Add +3.1% 3,238 $408K
Lester Murray Antman dba SimplyRich 0.12% Add +5.6% 3,238 $408K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -1.4% 3,209 $405K
ICONIQ Capital, LLC 0.01% New 3,196 $403K
Paces Ferry Wealth Advisors, LLC 0.20% Reduce -20.7% 3,182 $401K
Chase Investment Counsel Corp. 0.13% New 3,181 $401K
MIdWestOne Financial Group, Inc. 0.06% No change 3,179 $401K
Viawealth, LLC 0.24% Reduce -9.8% 3,176 $400K
Segment Wealth Management, LLC 0.03% Reduce -6.0% 3,142 $396K
Fortis Capital Advisors, LLC 0.14% Reduce -1.4% 3,081 $396K
Liberty Wealth Management LLC 0.07% Reduce -1.5% 3,130 $395K
Capital Wealth Planning, LLC 0.00% Reduce -52.0% 3,128 $394K
Weatherly Asset Management L. P. 0.03% Add +18.9% 3,117 $393K
Fidelis Capital Partners, LLC 0.04% Add +22.9% 3,528 $393K
Vision Financial Markets LLC 0.42% — 3,111 $392K
Kennedy Investment Group, Inc. 0.18% Reduce -2.9% 3,105 $391K
Fortitude Family Office, LLC 0.14% Reduce -1.8% 3,093 $390K
Gsa Capital Partners LLP 0.03% Reduce -2.2% 3,076 $388K
Hancock Whitney Corp. 0.01% Add +29.5% 3,074 $388K
Pflug Koory, LLC 0.03% Reduce -6.5% 3,072 $387K
Sugarloaf Wealth Management, LLC 0.07% Add +150.1% 3,071 $387K
Wedmont Private Capital 0.02% Add +30.2% 3,133 $386K
Sentry Investment Management LLC 0.18% Reduce -14.0% 3,058 $386K
Weaver Consulting Group 0.12% No change 3,053 $385K
Paragon Private Wealth Management, LLC 0.18% Reduce -22.9% 3,047 $384K
Liberty Capital Management, Inc. 0.08% Reduce -14.1% 3,035 $383K
Oxford Asset Management LLP 0.18% New 3,033 $382K
PCG Asset Management, LLC 0.34% — 3,032 $382K
GeoWealth Management, LLC 0.01% Add +22.4% 3,026 $382K
Dividend Assets Capital, LLC 0.07% Reduce -7.1% 3,026 $382K
Mason & Associates, LLC 0.11% No change 3,023 $381K
Sharp Wealth Advisory, LLC 0.29% Reduce -16.9% 3,015 $380K
Alliance Wealth Advisors, LLC 0.10% Reduce -3.7% 2,994 $378K
Vance Wealth, LLC 0.15% Add +1.1% 2,993 $377K
Harbour Capital Advisors, LLC 0.08% No change 3,047 $377K
Krane Funds Advisors LLC 0.02% Reduce -4.0% 2,987 $377K
Dana Investment Advisors, Inc. 0.01% Reduce -2.9% 2,979 $376K
Global Assets Advisory, LLC 0.21% Add +56.8% 3,029 $375K
E&G Advisors, LLC 0.10% Reduce -3.3% 2,969 $374K
RD Lewis Holdings, Inc. 0.41% — 3,308 $374K
Dechtman Wealth Management, LLC 0.07% Reduce -4.9% 2,954 $372K
Verus Capital Partners, LLC 0.04% Reduce -5.8% 2,895 $372K
Personal Cfo Solutions, LLC 0.07% Reduce -6.3% 2,948 $372K
MeadowBrook Investment Advisors LLC 0.33% Add +12.9% 2,946 $371K
Vista Investment Management 0.14% Reduce -0.5% 2,940 $371K
Malaga Cove Capital, LLC 0.14% No change 2,922 $368K
Dagco, Inc. 0.12% Reduce -4.0% 2,920 $368K
Luken Investment Analytics, LLC 0.17% No change 2,919 $368K
Shell Asset Management Co. 0.02% Reduce -33.4% 2,919 $368K
Ellis Investment Partners, LLC 0.07% Reduce -19.0% 2,917 $368K
Generation Capital Management LLC 0.31% — 2,909 $367K
BIP Wealth, LLC 0.02% New 2,900 $366K
Defined Wealth Management, LLC 0.24% Reduce -0.8% 2,898 $365K
Keel Point, LLC 0.03% Reduce -4.9% 2,898 $365K
Heartwood Wealth Advisors LLC 0.04% Add +0.5% 2,895 $365K
Howard Bailey Securities, LLC 0.14% New 2,895 $365K
Shepherd Financial Partners LLC 0.04% Reduce -19.7% 2,893 $365K
Continuum Advisory, LLC 0.05% Add +0.3% 2,893 $365K
Jacksonville Wealth Management, LLC 0.34% — 2,892 $365K
WealthTrak Capital Management LLC 0.31% — 2,888 $364K
Cape Investment Advisory, Inc. 0.14% Reduce -5.3% 2,885 $364K
Yarger Wealth Strategies, LLC 0.21% Add +4.3% 2,876 $363K
L2 Asset Management, LLC 0.08% Reduce -1.4% 2,875 $363K
Claris Financial LLC 0.24% — 2,871 $362K
Marble Harbor Investment Counsel, LLC 0.04% No change 2,855 $360K
Sterling Capital Management LLC 0.00% Reduce -85.4% 2,852 $360K
AlphaMark Advisors, LLC 0.16% Add +6.2% 2,848 $359K
Amica Retiree Medical Trust 0.34% Reduce -8.0% 2,837 $358K
Flagship Harbor Advisors, LLC 0.02% Reduce -29.7% 2,836 $358K
Farmers Trust Co. 0.07% Reduce -7.0% 2,825 $356K
Kiker Wealth Management, LLC 0.29% — 2,825 $356K
Successful Portfolios LLC 0.24% Reduce -2.4% 2,819 $356K
Choice Wealth Advisors LLC 0.18% Add +0.9% 2,817 $355K
Gray Wealth Management Inc. 0.13% Reduce -1.9% 2,815 $355K
Hardy Reed LLC 0.03% New 2,811 $354K
IFG Advisors, LLC 0.07% Reduce -9.4% 2,809 $354K
Core Alternative Capital 0.07% Reduce -6.8% 2,806 $354K
Palumbo Wealth Management LLC 0.13% Reduce -9.0% 2,806 $354K
1776 Wealth LLC 0.16% New 2,803 $353K
Pines Wealth Management, LLC 0.15% — 2,861 $353K
Ascentis Independent Advisors 0.07% Reduce -18.4% 2,794 $352K
Aegis Wealth Management LLC 0.24% — 2,788 $352K
Plato Investment Management Ltd 0.03% Add +13.6% 2,768 $350K
Haverford Financial Services, Inc. 0.11% Reduce -93.6% 2,777 $350K
Thomasville National Bank 0.03% Add +0.4% 2,773 $350K
Catalyst Financial Partners LLC 0.07% Add +7.8% 2,771 $349K
Jeppson Wealth Management, LLC 0.13% Reduce -1.4% 2,768 $349K
Trustco Bank Corp. N Y 0.37% No change 2,755 $347K
Avestar Capital, LLC 0.03% Add +20.9% 2,753 $347K
Mechanics Financial Corp 0.16% Reduce -1.8% 2,752 $347K
Atlas Wealth LLC 0.18% No change 2,751 $347K
LexAurum Advisors, LLC 0.07% Add +21.6% 2,747 $346K
Cannon Financial Strategists, Inc. 0.06% Add +5.3% 2,719 $343K
Herold Advisors, Inc. 0.07% Reduce -7.9% 2,714 $342K
Financial Management Professionals, Inc. 0.04% Add +7.3% 2,714 $342K
Cornerstone Wealth Group, LLC 0.03% Reduce -15.1% 2,709 $342K
Douglas Lane & Associates, LLC 0.00% Reduce -6.4% 2,702 $341K
Nicholas Wealth, LLC. 0.18% New 2,721 $340K
Wrapmanager Inc. 0.09% Reduce -12.3% 2,697 $340K
Guardian Partners Inc. 0.03% — 2,680 $340K
Southland Equity Partners LLC 0.08% Add +22.7% 2,688 $339K
CHB Investment Group, LLC 0.18% No change 2,680 $338K
WealthShield Partners, LLC 0.05% Reduce -23.9% 2,674 $337K
Financial Engines Advisors L.L.C. 0.00% New 2,665 $336K
ExodusPoint Capital Management, LP 0.00% New 2,662 $336K
Silverlake Wealth Management LLC 0.13% Reduce -5.9% 2,656 $335K
New Covenant Trust Company, N.A. 0.33% Add +0.4% 2,672 $335K
Premier Path Wealth Partners, LLC 0.05% Reduce -8.5% 2,655 $335K
Finley Financial, LLC 0.17% — 2,626 $335K
Suncoast Equity Management 0.04% No change 2,652 $334K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -16.1% 2,652 $334K
Ranch Capital Advisors Inc. 0.16% Add +0.2% 2,650 $334K
Caxton Associates LP 0.01% Reduce -13.7% 2,649 $334K
Adirondack Trust Co. 0.13% Reduce -5.7% 2,633 $332K
HCR Wealth Advisors 0.04% Add +0.1% 2,629 $332K
Stonebrook Private Inc. 0.09% Add +4.7% 2,623 $331K
Country Trust Bank 0.01% No change 2,622 $331K
Titleist Asset Management, LLC 0.04% Reduce -17.6% 2,618 $330K
Joule Financial, LLC 0.12% Reduce -9.0% 2,617 $330K
Royal Capital Wealth Management, LLC 0.23% Reduce -1.8% 2,613 $330K
Steel Grove Capital Advisors, LLC 0.05% Reduce -76.9% 2,610 $329K
CVA Family Office, LLC 0.05% Add +54.0% 2,603 $328K
Peavine Capital, LLC 0.08% No change 2,600 $328K
Burns Matteson Capital Management, LLC 0.18% New 2,599 $328K
Savvy Advisors, Inc. 0.04% Add +40.2% 2,599 $328K
Conscious Wealth Investments, LLC 0.22% Reduce -15.3% 2,516 $326K
CogentBlue Wealth Advisors, LLC 0.29% — 2,583 $326K
Clarius Group, LLC 0.02% Reduce -15.4% 2,583 $326K
Ledyard National Bank 0.03% Add +4.8% 2,581 $325K
Fiduciary Alliance LLC 0.03% New 2,580 $325K
HHM Wealth Advisors, LLC 0.04% Add +87.1% 2,574 $325K
FLC Capital Advisors 0.07% Reduce -1.5% 2,572 $324K
Platform Technology Partners 0.10% Add +14.4% 2,570 $324K
OneAscent Financial Services LLC 0.03% Add +13.5% 2,571 $324K
Bridgewealth Advisory Group, LLC 0.09% New 2,800 $324K
Strategic Wealth Partners, Ltd. 0.03% Reduce -31.9% 2,802 $324K
Alliance Wealth Advisors, LLC 0.18% Add +3.8% 2,559 $323K
McGuire Investment Group, LLC 0.05% Reduce -0.3% 2,554 $322K
Colonial Trust Advisors 0.03% Add +8.8% 2,552 $322K
Howe & Rusling Inc. 0.03% New 2,552 $322K
Spirit of America Management Corp. 0.07% No change 2,550 $322K
Delta Financial Advisors LLC 0.12% Reduce -1.2% 2,548 $321K
Lifeworks Advisors, LLC 0.06% Add +6.0% 2,546 $321K
Aaron Wealth Advisors LLC 0.04% Add +23.1% 2,538 $320K
Center for Financial Planning, Inc. 0.04% Reduce -18.7% 2,537 $320K
Old Mission Investment Co LLC 0.10% Reduce -0.7% 2,535 $320K
Coordinated Financial Services, Inc. 0.25% — 2,521 $318K
LCNB Corp. 0.12% Reduce -8.5% 2,520 $318K
Retirement Planning Co of New England, Inc. 0.15% Add +4.8% 2,519 $318K
Ti-Trust, Inc. 0.21% No change 2,515 $317K
Cambiar Investors LLC 0.01% Reduce -2.5% 2,513 $317K
Austin Asset Management Co Inc 0.07% No change 2,505 $316K
St Germain D J Co. Inc. 0.01% Add +61.5% 2,505 $316K
Murphy, Middleton, Hinkle & Parker, Inc. 0.18% No change 2,503 $316K
Corps Capital Advisors, LLC 0.32% — 2,500 $315K
Traynor Capital Management, Inc. 0.02% Reduce -30.9% 2,496 $315K
CoreFirst Bank & Trust 0.19% Reduce -6.2% 2,492 $314K
Capital Advantage, Inc. 0.06% New 2,485 $313K
Shufro Rose & Co. LLC 0.02% No change 2,465 $311K
Fortis Group Advisors, LLC 0.06% Reduce -0.2% 2,461 $310K
RIA Advisory Group LLC 0.11% Add +17.6% 2,454 $309K
Global Trust Asset Management, LLC 0.12% Reduce -11.3% 2,448 $309K
Sheets Smith Wealth Management 0.04% Add +32.9% 2,430 $306K
Ipswich Investment Management Co., Inc. 0.07% Reduce -1.6% 2,425 $306K
Wealth Quarterback LLC 0.14% Reduce -7.0% 2,418 $305K
Prevail Innovative Wealth Advisors, LLC 0.09% New 2,410 $304K
Allegheny Financial Group 0.08% Reduce -1.5% 2,409 $304K
2UniFi Bank 0.20% — 2,401 $303K
Evoke Wealth, LLC 0.01% Add +25.7% 2,399 $303K
Wealth Management Associates, Inc. 0.13% Add +0.3% 2,395 $302K
Alta Advisers Ltd 0.19% Add +26.0% 2,394 $302K
Ransom Advisory, Ltd 0.14% Add +55.3% 2,387 $301K
Plancorp, LLC 0.01% Add +21.3% 2,387 $301K
Bingham Private Wealth, LLC 0.32% — 2,384 $301K
Chancellor Financial Group WB LP 0.24% — 2,380 $300K
Breakwater Capital Group 0.06% Add +7.5% 2,380 $300K
Howard Financial Services, LTD. 0.04% Add +17.2% 2,369 $299K
Atlas Brown,Inc. 0.10% Reduce -1.0% 2,362 $298K
Sollinda Capital Management LLC 0.08% Add +2.6% 2,355 $297K
PGIM Custom Harvest LLC 0.01% Reduce -2.5% 2,345 $296K
waypoint wealth counsel 0.19% Reduce -2.7% 2,342 $295K
Harbor Investment Advisory, LLC 0.03% Reduce -34.7% 2,340 $295K
Thrive Wealth Management, LLC 0.05% Reduce -30.0% 2,330 $294K
Grove Bank & Trust 0.04% Add +6.0% 2,329 $294K
Wynn Capital, LLC 0.18% Add +34.0% 2,324 $293K
Ritholtz Wealth Management 0.01% Reduce -18.7% 2,322 $293K
Massachusetts Wealth Management 0.18% Reduce -1.1% 2,320 $293K
Fox Run Management, L.L.C. 0.05% New 2,315 $292K
360 Financial, Inc. 0.11% No change 2,311 $291K
Hickory Point Bank & Trust 0.26% — 2,310 $291K
AlphaQuest LLC 0.04% Reduce -1.9% 2,308 $291K
Davidson Trust Co. 0.15% Reduce -2.5% 2,305 $291K
Tennessee Valley Asset Management Partners 0.05% Add +0.3% 2,294 $289K
180 Wealth Advisors, LLC 0.04% Reduce -1.1% 2,278 $287K
Lyell Wealth Management, LP 0.03% No change 2,263 $285K
Guardian Wealth Advisors, LLC / NC 0.02% Add +0.7% 2,261 $285K
ZEGA Investments, LLC 0.08% — 2,143 $285K
Thompson Siegel & Walmsley LLC 0.00% Reduce -95.8% 2,259 $285K
Glen Eagle Advisors, LLC 0.05% Reduce -20.8% 2,258 $285K
LGT Group Foundation 0.00% Reduce -93.5% 2,251 $284K
Oakland Financial Corp. 3.25% — 2,250 $284K
Alta Capital Management LLC/ 0.02% Reduce -90.3% 2,246 $283K
TBH Global Asset Management, LLC 0.07% Add +3.0% 2,246 $283K
West Family Investments, Inc. 0.10% New 2,224 $280K
Pinnacle Wealth Planning Services, Inc. 0.04% Reduce -24.0% 2,209 $279K
Investment Advisory Services Inc. /TX 0.10% Add +21.4% 2,204 $278K
Sterling Financial Planning, Inc. 0.10% No change 2,203 $278K
Parkside Financial Bank & Trust 0.04% Reduce -26.4% 2,203 $278K
Optas, LLC 0.06% Add +26.2% 2,198 $277K
Catalina Capital Group, LLC 0.09% Reduce -4.5% 2,192 $276K
Lynx Investment Advisory 0.19% Reduce -2.8% 2,192 $276K
Bridgefront Capital, LLC 0.09% New 2,190 $276K
Richards, Merrill & Peterson, Inc. 0.14% — 2,186 $276K
Blueprint Investment Partners LLC 0.04% New 2,183 $275K
Colonial River Investments, LLC 0.13% Reduce -5.5% 2,177 $274K
Capital Advisors Wealth Management, LLC 0.05% Reduce -7.8% 2,171 $274K
Walker Financial Services, Inc. 0.16% Reduce -13.8% 1,910 $272K
Obermeyer Wealth Partners 0.01% Add +0.1% 2,149 $271K
Gibbs Wealth Management 0.07% Add +12.1% 2,148 $271K
Cornell Pochily Investment Advisors, Inc. 0.09% Reduce -2.6% 2,140 $270K
Bill Few Associates, Inc. 0.09% Reduce -9.1% 2,138 $270K
Haven Capital Group, Inc. 0.25% — 2,127 $268K
Sachetta, LLC 0.11% Reduce -2.3% 2,127 $268K
Sfmg, LLC 0.02% Add +29.8% 2,122 $268K
Tucker Asset Management LLC 0.06% Reduce -31.9% 2,111 $266K
Evexia Wealth LLC 0.09% Add +10.7% 2,351 $266K
Compass Wealth Management LLC 0.06% Reduce -20.0% 2,100 $265K
Parr McKnight Wealth Management Group, LLC 0.04% — 2,099 $265K
Uptick Partners, LLC 0.10% Reduce -3.0% 2,097 $264K
JT Stratford LLC 0.04% Reduce -32.2% 2,097 $264K
Atlas Legacy Advisors, LLC 0.06% — 2,090 $264K
Traphagen Investment Advisors LLC 0.03% Add +0.1% 2,088 $263K
Johnson & White Wealth Management, LLC 0.16% New 2,125 $263K
Lane & Associates LLC 0.14% Add +1.8% 2,292 $262K
GenTrust, LLC 0.01% Add +3.7% 2,076 $262K
Williams Jones Wealth Management, LLC. 0.00% Reduce -6.1% 2,074 $262K
Encompass More Asset Management 0.09% Add +1.6% 2,072 $261K
Benedict Financial Advisors Inc. 0.06% Add +0.7% 2,070 $261K
Westhampton Capital, LLC 0.13% Reduce -12.1% 2,070 $261K
Somerset Trust Co 0.10% No change 2,070 $261K
King Wealth Management Group 0.04% No change 2,066 $261K
Baltimore-Washington Financial Advisors, Inc. 0.01% No change 2,068 $261K
Laffer Tengler Investments, Inc. 0.06% Add +13.8% 2,066 $261K
FSB Premier Wealth Management, Inc. 0.10% Reduce -10.2% 2,061 $260K
Copperwynd Financial, LLC 0.07% Reduce -2.1% 2,060 $260K
Cohen & Steers, Inc. 0.00% Add +5.3% 2,054 $259K
Sunpointe, LLC 0.13% Reduce -5.8% 2,050 $258K
Inceptionr LLC 0.06% Reduce -77.6% 2,046 $258K
First PREMIER Bank 0.07% Add +128.1% 2,053 $258K
Detalus Advisors, LLC 0.08% Reduce -4.9% 2,044 $258K
Busey Bank 0.01% Reduce -18.5% 2,040 $257K
Human Investing LLC 0.05% Reduce -22.9% 2,039 $257K
Eads & Heald Wealth Management 0.13% Reduce -41.2% 2,035 $257K
Bank & Trust Co 0.22% No change 2,038 $257K
Cobblestone Capital Advisors LLC 0.01% Reduce -17.6% 2,035 $257K
Winebrenner Capital Management LLC 0.20% — 2,034 $257K
Monument Capital Management 0.07% Add +1.9% 2,033 $256K
BLB&B Advisors, LLC 0.01% Reduce -6.9% 2,032 $256K
Meridian Wealth Advisors, LLC 0.04% No change 2,029 $256K
Embree Financial Group 0.04% Reduce -15.2% 2,023 $255K
Relyea Zuckerberg Hanson LLC 0.03% Reduce -8.8% 2,022 $255K
US Asset Management LLC 0.23% Reduce -5.8% 2,023 $255K
Altus Wealth Group LLC 0.11% Add +4.6% 2,022 $255K
Roberts Financial Services LLC 0.05% Reduce -21.8% 2,021 $255K
Mountain Hill Investment Partners Corp. 0.26% — 2,021 $255K
Chaney Capital Management, Inc. 0.12% No change 2,020 $255K
Bantamac Capital, LLC 0.11% No change 2,010 $253K
Exchange Bank 0.20% No change 2,009 $253K
James J. Burns & Company, LLC 0.04% No change 2,006 $253K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -22.1% 2,010 $253K
Cromwell Holdings LLC 0.15% No change 2,000 $252K
Harbor Advisors LLC 0.04% No change 2,000 $252K
Quinn Opportunity Partners LLC 0.02% New 2,000 $252K
Alpha Family Trust 0.14% New 1,995 $252K
Yelin Lapidot Holdings Management Ltd. 0.04% No change 1,995 $252K
Pursue Wealth Partners LLC 0.14% New 1,988 $251K
Certified Advisory Corp 0.03% Reduce -0.8% 1,976 $249K
RB Capital Management, LLC 0.06% Add +7.3% 1,975 $249K
Beaton Management Co. Inc. 0.13% Reduce -13.2% 1,974 $249K
Nautilus Advisors LLC 0.20% — 1,971 $248K
Headlands Technologies LLC 0.02% New 1,968 $248K
Pure Portfolios Holdings LLC 0.09% Reduce -8.9% 1,963 $248K
GWN Securities Inc. 0.07% — 1,859 $247K
Aries Wealth Management 0.07% No change 1,956 $247K
Texas Capital Bancshares Inc 0.10% Add +7.1% 1,956 $247K
Dudley Capital Management, LLC 0.13% No change 1,955 $247K
IMS Capital Management 0.11% Reduce -16.6% 1,954 $246K
Williamson Legacy Group, LLC 0.16% Add +0.8% 1,948 $246K
PFS Partners, LLC 0.13% No change 1,947 $246K
Paulson Wealth Management Inc. 0.07% Reduce -32.5% 1,945 $245K
Marshall Financial Group, LLC 0.06% Reduce -0.6% 1,944 $245K
Latitude Advisors, LLC 0.14% Add +6.6% 1,940 $245K
CYBER HORNET ETFs LLC 0.23% Add +0.8% 1,938 $244K
Nicolet Bankshares Inc. 0.05% Reduce -15.8% 1,934 $244K
Bank Ozk 0.10% Reduce -51.5% 1,927 $243K
Meadow Creek Wealth Advisors LLC 0.17% Add +1.1% 1,925 $243K
Beacon Investment Advisory Services, Inc. 0.01% Reduce -39.5% 1,918 $242K
Liberty Square Wealth Partners LLC 0.09% — 2,078 $242K
Oak Hill Wealth Advisors, LLC 0.06% — 1,912 $241K
Hoxton Planning & Management, LLC 0.09% Add +1.2% 1,911 $241K
Blake Schutter Theil Wealth Advisors, LLC 0.25% Reduce -38.3% 1,906 $240K
Crestmont Private Wealth LLC 0.11% Add +5.9% 1,902 $240K
Northeast Financial Group, Inc. 0.09% Reduce -1.7% 1,897 $239K
WMS Partners, LLC 0.01% Add +3.4% 1,896 $239K
Valtrion Capital Management, LLC 0.51% — 1,886 $238K
Gerber, LLC 0.17% No change 1,885 $238K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -4.5% 1,883 $237K
Sawgrass Asset Management LLC 0.03% Reduce -4.5% 1,878 $237K
BankPlus Wealth Management LLC 0.18% — 1,878 $237K
Leisure Capital Management 0.09% Reduce -2.8% 1,876 $237K
NovaPoint Capital, LLC 0.07% Add +11.9% 1,874 $236K
Walter & Keenan Wealth Management LLC /in/ 0.07% Reduce -19.2% 1,873 $236K
Horan Securities, Inc. 0.09% Reduce -4.4% 1,864 $235K
HBW Advisory Services LLC 0.02% Reduce -6.6% 1,864 $235K
Creative Financial Designs Inc. 0.02% Reduce -19.3% 1,861 $235K
Vertex Planning Partners, LLC 0.05% Reduce -6.5% 1,858 $234K
Red Wave Investments LLC 0.08% Add +0.8% 1,854 $234K
Veracity Capital LLC 0.09% Reduce -9.7% 1,854 $234K
Rahlfs Capital, LLC 0.23% — 1,850 $233K
AGH Wealth Advisors, LLC 0.22% — 1,849 $233K
Roxbury Financial LLC 0.22% — 1,714 $233K
Dumont & Blake Investment Advisors LLC 0.06% Reduce -5.8% 1,838 $232K
Haven Private, LLC 0.13% — 1,836 $232K
DiNuzzo Private Wealth, Inc. 0.03% Add +0.6% 1,828 $231K
SignalPoint Asset Management, LLC 0.06% Reduce -4.9% 1,828 $230K
TRUE Private Wealth Advisors 0.03% Add +0.9% 1,825 $230K
Smithfield Trust Co 0.01% Reduce -9.6% 1,830 $230K
Severin Investments, LLC 0.23% — 1,819 $229K
1248 Management, LLC 0.10% — 1,818 $229K
Spring Capital Management, LLC 0.14% New 1,816 $229K
Buckhead Capital Management LLC 0.07% No change 1,812 $228K
E Fund Management Co., Ltd. 0.01% New 1,810 $228K
WealthPLAN Partners, LLC 0.03% Add +12.0% 1,807 $228K
First Western Trust Bank 0.01% Reduce -6.1% 1,804 $227K
DF Dent & Co. Inc. 0.00% Reduce -23.3% 1,801 $227K
Granite FO LLC 0.13% No change 1,800 $227K
R Squared Ltd 0.22% — 1,796 $226K
West Paces Advisors Inc. 0.06% Reduce -10.5% 1,795 $226K
Redhawk Wealth Advisors, Inc. 0.03% Reduce -12.1% 1,794 $226K
Gimbal Financial 0.18% Reduce -0.1% 1,790 $226K
Oak Asset Management, LLC 0.08% No change 1,786 $225K
Pinnacle Bancorp, Inc. 0.07% Reduce -2.5% 1,785 $225K
Lodestone Wealth Management LLC 0.11% Add +1.1% 1,784 $225K
Sather Financial Group Inc 0.01% No change 1,779 $224K
FDx Advisors, Inc. 0.07% Reduce -3.1% 1,774 $224K
Kathmere Capital Management, LLC 0.02% Add +12.8% 1,770 $223K
AlTi Global, Inc. 0.01% Reduce -25.4% 1,768 $223K
Nemes Rush Group LLC 0.03% Reduce -84.3% 1,769 $223K
Accredited Wealth Management, LLC 0.20% — 1,768 $223K
UNIVEST FINANCIAL Corp 0.01% Reduce -28.7% 1,768 $223K
Forza Wealth Management, LLC 0.10% Add +1.0% 1,767 $223K
Bray Capital Advisors 0.06% Add +0.6% 1,764 $222K
Stratos Wealth Advisors, LLC 0.01% Reduce -41.2% 1,763 $222K
Integrity Financial Corp 0.13% Reduce -5.4% 1,754 $221K
Evermay Wealth Management LLC 0.03% Reduce -34.6% 1,750 $221K
AdvisorNet Financial, Inc 0.02% Reduce -4.6% 1,739 $219K
Hudson Capital Management LLC 0.07% No change 1,736 $219K
LBMC Investment Advisors, LLC 0.02% Add +2.2% 1,736 $219K
Proficio Capital Partners LLC 0.02% New 1,735 $219K
Tanglewood Legacy Advisors, LLC 0.09% No change 1,734 $219K
MA Private Wealth 0.04% No change 1,731 $218K
Boston Family Office LLC 0.01% Reduce -52.9% 1,725 $218K
Convergence Financial, LLC 0.04% Add +5.4% 1,728 $218K
New Hampshire Trust 0.05% Reduce -27.2% 1,725 $218K
McIlrath & Eck, LLC 0.03% Reduce -7.3% 1,715 $216K
Bond & Devick Financial Network, Inc. 0.09% No change 1,581 $216K
Indiana Trust & Investment Management Co 0.07% Add +1.0% 1,709 $216K
Reynders McVeigh Capital Management, LLC 0.01% Reduce -31.2% 1,706 $215K
Great Lakes Advisors, LLC 0.00% Reduce -4.0% 1,704 $215K
Trust Co 0.02% Add +18.2% 1,700 $214K
Foster & Motley Inc. 0.01% Reduce -21.2% 1,700 $214K
Gradient Investments LLC 0.00% Add +12.1% 1,693 $213K
Ellenbecker Investment Group 0.04% Add +0.2% 1,692 $213K
Quadrant Private Wealth Management, LLC 0.05% Add +13.6% 1,684 $212K
Financial Enhancement Group LLC 0.03% New 1,697 $212K
Pacific Sage Partners, LLC 0.05% Add +4.8% 1,677 $212K
First American Trust, FSB 0.02% Reduce -15.9% 1,675 $211K
Castleview Partners, LLC 0.11% Add +3.5% 1,704 $211K
Coastline Trust Co 0.02% Reduce -0.5% 1,670 $211K
Peoples Bank 0.15% No change 1,668 $210K
First Heartland Consultants, Inc. 0.02% New 1,668 $210K
Petros Family Wealth, LLC 0.23% — 1,667 $210K
Aspire Capital Advisors LLC 0.06% No change 1,650 $208K
Aspiriant, LLC 0.01% Reduce -15.5% 1,641 $207K
Fort Sheridan Advisors LLC 0.03% New 1,636 $206K
MTM Investment Management, LLC 0.08% Reduce -18.1% 1,631 $206K
Acorns Advisers, LLC 0.00% New 1,629 $205K
Legacy Bridge, LLC 0.11% No change 1,618 $204K
WealthCare Investment Partners, LLC 0.09% Add +4.7% 1,643 $204K
PharVision Advisers, LLC 0.17% — 1,614 $204K
Callan Capital, LLC 0.01% Reduce -18.9% 1,612 $203K
Tandem Investment Advisors, Inc. 0.01% Reduce -3.0% 1,613 $203K
Quantum Financial Advisors, LLC 0.03% Reduce -9.9% 1,608 $203K
Avior Wealth Management, LLC 0.01% Reduce -34.1% 1,607 $203K
FourThought Financial Partners, LLC 0.02% New 1,603 $202K
Annis Gardner Whiting Capital Advisors, LLC 0.06% Reduce -31.2% 1,601 $202K
Mill Capital Management, LLC 0.02% No change 1,600 $202K
Compagnie Lombard Odier SCmA 0.00% Add +17677.8% 1,600 $202K
Next Level Private LLC 0.08% No change 1,598 $202K
MN Wealth Advisors, LLC 0.11% Reduce -0.9% 1,586 $200K
Kercheville Advisors, LLC 0.08% Add +3.3% 1,587 $200K
Vestor Capital, LLC 0.02% Add +15.4% 1,575 $199K
Broadwater Capital Management LLC 0.15% No change 1,565 $197K
Wellington Shields Capital Management, LLC 0.03% No change 1,562 $197K
CarsonAllaria Wealth Management, Ltd. 0.11% Add +44.7% 1,558 $196K
Stuart Chaussee & Associates, Inc. 0.05% No change 1,537 $194K
Members Capital Advisors Inc. 0.17% No change 1,481 $187K
Concord Wealth Partners 0.03% Reduce -78.9% 1,474 $186K
PSI Advisors, LLC 0.05% Add +484.7% 1,456 $184K
Spurstone Advisory Services, LLC 3.49% — 1,453 $183K
South Plains Financial, Inc. 0.14% — 1,425 $180K
SBI Securities Co., Ltd. 0.01% — 1,407 $177K
Payden & Rygel 0.02% No change 1,400 $177K
U S Global Investors Inc. 0.02% Reduce -7.2% 1,391 $175K
Chesapeake Asset Management LLC 0.16% Reduce -0.8% 1,380 $174K
Brooklyn Investment Group 0.05% Reduce -44.0% 1,379 $174K
New Wave Wealth Advisors LLC 0.07% Reduce -15.2% 1,378 $174K
Elgethun Capital Management 0.04% Add +1.3% 1,365 $172K
Farmers & Merchants Trust Co of Chambersburg PA 0.06% Reduce -7.0% 1,321 $167K
Aster Capital Management (DIFC) Ltd 0.06% Add +242.1% 1,300 $164K
Missouri Trust & Investment Co 0.06% No change 1,285 $162K
Flagship Wealth Advisors, LLC 0.09% — 1,281 $162K
Lavaca Capital LLC 0.07% New 1,279 $161K
Murphy & Mullick Capital Management Corp 0.15% — 1,265 $160K
Crews Bank & Trust 0.03% — 1,263 $159K
Peterson Wealth Services 0.05% Add +0.9% 1,262 $159K
Glass Jacobson Investment Advisors llc 0.05% Add +0.4% 1,260 $159K
Y.D. More Investments Ltd 0.01% Add +38.8% 1,259 $159K
Ameriflex Group, Inc. 0.07% — 1,365 $156K
Hazlett, Burt & Watson, Inc. 0.07% Add +0.5% 1,222 $155K
Clearstead Trust, LLC 0.03% Add +0.4% 1,216 $153K
Beacon Capital Management, LLC 0.02% Reduce -17.2% 1,206 $152K
Financiere des Professionnels - Fonds d'investissement inc. 0.01% No change 1,200 $151K
Asset Planning,Inc 0.11% — 1,189 $150K
Centricity Wealth Management, LLC 0.14% — 1,180 $149K
Cary Street Partners Investment Advisory LLC 0.10% Reduce -97.3% 1,167 $147K
DT Investment Partners, LLC 0.01% Reduce -46.7% 1,152 $145K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.00% No change 1,158 $145K
Capital Advisors, Ltd. LLC 0.02% Add +5.1% 1,146 $145K
Rise Advisors, LLC 0.07% Reduce -22.3% 1,102 $139K
Creekmur Asset Management LLC 0.03% Add +1.0% 1,090 $137K
West Branch Capital LLC 0.04% Reduce -0.6% 1,074 $135K
Field & Main Bank 0.05% Reduce -48.2% 1,060 $134K
Bellevue Asset Management, LLC 0.07% Reduce -0.8% 1,051 $133K
Tobam 0.04% Reduce -19.3% 1,048 $132K
Park Place Capital Corp 0.04% Reduce -42.6% 1,036 $131K
FNY Investment Advisers, LLC 0.07% New 1,033 $130K
Aviso Financial Inc. 0.01% No change 1,020 $129K
Bruce G. Allen Investments, LLC 0.10% Reduce -11.5% 1,013 $128K
Pacific Capital Wealth Advisors, Inc. 0.02% Reduce -2.0% 1,007 $127K
MCF Advisors LLC 0.01% Reduce -9.7% 1,006 $127K
Golden State Wealth Management, LLC 0.02% — 977 $123K
Marshall Investment Management, LLC 0.07% — 876 $120K
Asset Dedication, LLC 0.01% Add +6.8% 940 $119K
Tompkins Financial Corp. 0.01% Reduce -40.6% 930 $117K
Paradigm Asset Management Co. LLC 0.03% Reduce -95.7% 924 $117K
Johnson Financial Group, Inc. 0.01% Reduce -88.7% 1,017 $116K
Key Financial Inc 0.03% Add +2.3% 920 $116K
MilWealth Group LLC 0.03% No change 917 $116K
Davis Capital Management 0.09% Reduce -6.3% 900 $113K
Rosenberg Matthew Hamilton 0.03% Reduce -14.9% 883 $111K
Covestor Ltd 0.07% Reduce -14.2% 879 $111K
Plante Moran Financial Advisors, LLC 0.01% Reduce -13.3% 867 $109K
Bellwether Advisors, LLC 0.02% New 850 $107K
General Partner, Inc. 0.06% No change 842 $106K
Westside Investment Management, Inc. 0.02% No change 836 $105K
Oarsman Capital, Inc. 0.02% Reduce -7.7% 799 $101K
Exchange Traded Concepts, LLC 0.00% Reduce -90.8% 794 $100K
American Capital Advisory, LLC 0.05% No change 774 $98K
Rakuten Securities, Inc. 0.04% Add +52.8% 767 $97K
Webster Bank, N. A. 0.01% Reduce -2.4% 762 $96K
Strengthening Families & Communities, LLC 0.05% Reduce -94.4% 753 $95K
Union Savings Bank 0.05% Reduce -11.9% 727 $92K
Global Financial Private Client, LLC 0.03% Reduce -6.6% 695 $88K
Toth Financial Advisory Corp. 0.01% Reduce -3.2% 686 $87K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Reduce -17.3% 670 $84K
Redwood Park Advisors LLC 0.07% — 654 $82K
LRI Investments, LLC 0.01% Reduce -21.8% 645 $81K
IAG Wealth Partners, LLC 0.01% No change 640 $81K
Wood Tarver Financial Group, LLC 0.03% — 635 $80K
NFSG Corp 0.02% New 611 $77K
Monetary Management Group Inc. 0.02% Reduce -33.5% 596 $75K
Hall Laurie J Trustee 0.02% No change 600 $75K
First Pacific Financial 0.02% Reduce -30.5% 585 $74K
Medallion Wealth Advisors, LLC 0.04% — 585 $74K
Dunhill Financial, LLC 0.03% Reduce -68.3% 581 $73K
Arlington Trust Co LLC 0.02% No change 570 $72K
Quent Capital, LLC 0.01% Add +16.7% 558 $70K
Mark Sheptoff Financial Planning, LLC 0.04% Reduce -31.3% 550 $69K
Evelyn Partners Asset Management Ltd 0.02% — 547 $69K
TFC Financial Management, Inc. 0.01% No change 543 $69K
Canton Hathaway, LLC 0.02% No change 530 $67K
CNB Bank 0.03% Reduce -33.3% 520 $66K
First Command Advisory Services, Inc. 0.00% Reduce -27.8% 520 $66K
Quarry LP 0.01% New 518 $65K
Bayforest Capital Ltd 0.08% — 508 $64K
Christopher J. Hasenberg, Inc 0.03% No change 503 $63K
Atticus Wealth Management, LLC 0.02% Add +11.1% 502 $63K
Advantage Trust Co 0.04% No change 500 $63K
First Financial Corp. 0.03% Add +205.8% 471 $59K
Old Second National Bank of Aurora 0.01% Reduce -93.5% 469 $59K
Salem Investment Counselors Inc. 0.00% Reduce -79.7% 469 $59K
WPG Advisers, LLC 0.05% — 468 $59K
Fairscale Capital, LLC 0.05% Reduce -11.4% 466 $59K
JNBA Financial Advisors 0.01% No change 454 $57K
Putney Financial Group LLC 0.05% — 447 $56K
Beaird Harris Wealth Management, LLC 0.00% No change 445 $56K
Avion Wealth 0.01% Add +1152.8% 451 $56K
Bogart Wealth, LLC 0.00% Reduce -1.6% 441 $56K
SWAN Capital LLC 0.03% No change 439 $55K
VSM Wealth Advisory, LLC 0.02% — 439 $55K
Pacific Center for Financial Services 0.01% No change 428 $54K
PrairieView Partners, LLC 0.01% Add +180.0% 420 $52K
Atlantic Edge Private Wealth Management, LLC 0.02% Add +308.0% 408 $51K
Essex Investment Management Co. LLC 0.01% No change 404 $51K
Ramirez Asset Management, Inc. 0.01% No change 400 $50K
Valued Wealth Advisors LLC 0.03% Add +16.2% 394 $50K
Addison Advisors LLC 0.01% Reduce -69.7% 391 $49K
Hilltop National Bank 0.01% Reduce -13.5% 383 $48K
S&T Bank 0.01% New 370 $47K
Wolff Wiese Magana LLC 0.03% Reduce -9.2% 366 $46K
RE Dickinson Investment Advisors, LLC 0.04% No change 365 $46K
MV Capital Management, Inc. 0.00% Reduce -39.2% 361 $46K
Richardson Capital Management LLC 0.03% New 350 $44K
REAP Financial Group, LLC 0.01% Add +27.9% 348 $44K
Aventura Private Wealth, LLC 0.02% — 345 $44K
Carolinas Wealth Consulting LLC 0.01% Reduce -3.4% 344 $43K
Raffa Wealth Management, LLC 0.01% Add +7.6% 340 $43K
Evelyn Partners Investment Management LLP 0.00% — 337 $42K
Pingora Partners LLC 0.03% No change 335 $42K
Northwest Capital Management Inc 0.02% Add +0.3% 329 $41K
Graney & King, LLC 0.03% — 324 $41K
Winch Advisory Services, LLC 0.01% Add +98.8% 322 $41K
Blume Capital Management, Inc. 0.01% No change 320 $40K
Operose Advisors LLC 0.01% Reduce -43.9% 318 $40K
Millstone Evans Group, LLC 0.03% — 312 $39K
Wiser Advisor Group LLC 0.06% Add +1.3% 309 $39K
Game Plan Financial Advisors, LLC 0.02% Reduce -7.4% 311 $39K
Ofi Invest Asset Management 0.00% — 313 $38K
Sugar Maple Asset Management, LLC 0.03% New 300 $38K
ESL Trust Services, LLC 0.01% New 300 $38K
Tidemark, LLC 0.01% Add +118.4% 297 $37K
Financial Perspectives, Inc 0.01% No change 293 $37K
GW&K Investment Management, LLC 0.00% Add +9.6% 285 $36K
TruNorth Capital Management, LLC 0.01% Reduce -6.6% 285 $36K
Abound Wealth Management 0.01% Add +16.9% 283 $36K
Hopwood Financial Services, Inc. 0.03% — 280 $35K
Morton Brown Family Wealth, LLC 0.01% No change 276 $35K
Empirical Asset Management, LLC 0.01% Add +0.8% 12,036 $35K
Criterion Capital Advisors, LLC 0.02% No change 253 $35K
SIMA Wealth Partners, LLC 0.03% Add +13.2% 274 $35K
Whipplewood Advisors, LLC 0.02% — 273 $34K
Founders Capital Management 0.02% No change 270 $34K
Tsfg, LLC 0.01% Reduce -38.4% 271 $34K
Winnacle Wealth LLC 0.03% — 269 $34K
FSA Wealth Management LLC 0.01% No change 262 $33K
Transce3nd, LLC 0.01% — 262 $33K
Evelyn Partners Investment Management (Europe) Ltd 0.01% — 250 $32K
Financial Network Wealth Advisors LLC 0.06% Reduce -79.9% 249 $31K
Marshall & Sterling Wealth Advisors Inc. 0.02% — 247 $31K
Princeton Global Asset Management LLC 0.01% No change 246 $31K
Kennebec Savings Bank 0.03% Reduce -55.3% 247 $31K
Centerpoint Advisors, LLC 0.01% Add +0.8% 239 $30K
Runnymede Capital Advisors, Inc. 0.03% — 237 $30K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 237 $30K
Gen-Wealth Partners Inc 0.01% Reduce -2.1% 228 $29K
Fourth Dimension Wealth, LLC 0.01% — 225 $28K
Stephens Consulting, LLC 0.01% No change 223 $28K
HBC Financial Services, PLLC 0.02% Add +0.5% 222 $28K
PEAK6 LLC 0.00% — 220 $28K
Pacifica Partners Inc. 0.01% Reduce -6.3% 222 $27K
IFS Advisors, LLC 0.02% Add +232.3% 216 $27K
Consultiva Wealth Management, Corp. 0.14% New 215 $27K
Pinney & Scofield, Inc. 0.02% — 211 $27K
Painted Porch Advisors LLC 0.01% Add +1218.8% 211 $27K
Front Row Advisors LLC 0.01% No change 210 $26K
Salomon & Ludwin, LLC 0.00% Reduce -13.6% 210 $26K
WR Wealth Planners, LLC 0.01% Reduce -12.5% 210 $26K
Generali Investments, Management Co LLC 0.01% — 205 $26K
Eagle Bay Advisors LLC 0.02% Reduce -43.6% 203 $26K
Guardian Wealth Management, Inc. 0.02% Add +1.5% 203 $26K
IMG Wealth Management, Inc. 0.02% — 200 $25K
Piscataqua Savings Bank 0.02% No change 200 $25K
Security National Bank 0.00% No change 200 $25K
Horizon Bancorp Inc. 0.01% No change 189 $24K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 190 $24K
GPS Wealth Strategies Group, LLC 0.00% Reduce -1.6% 186 $23K
Modus Advisors, LLC 0.01% Reduce -98.0% 182 $23K
WealthCollab, LLC 0.01% No change 181 $23K
Joseph Group Capital Management 0.01% No change 180 $23K
Mowery & Schoenfeld Wealth Management, LLC 0.04% Add +59.5% 177 $22K
Hager Investment Management Services, LLC 0.01% — 175 $22K
Physician Wealth Advisors, Inc. 0.00% New 168 $21K
Kohmann Bosshard Financial Services, LLC 0.00% New 168 $21K
Hemington Wealth Management 0.01% Add +2.5% 167 $21K
Pension & Wealth Management Advisors, Inc. 0.01% Reduce -79.7% 164 $21K
Red Tortoise LLC 0.01% Add +1.3% 162 $20K
Cassady Schiller Wealth Management, LLC 0.01% Add +23.4% 158 $20K
Prestige Wealth Management Group LLC 0.00% No change 154 $19K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -19.4% 150 $19K
Coston, McIsaac & Partners 0.01% Add +0.7% 149 $18K
Cornerstone Planning Group LLC 0.00% Add +3.9% 132 $18K
Clark Wealth Partners 0.01% — 141 $18K
Mendota Financial Group, LLC 0.01% Reduce -31.0% 140 $18K
Bfsg, LLC 0.00% No change 140 $18K
Avalon Trust Co 0.00% No change 134 $17K
DB Fitzpatrick & Co, Inc 0.01% No change 129 $16K
First Community Trust NA 0.01% No change 129 $16K
Transcendent Capital Group LLC 0.01% No change 129 $16K
Financial Freedom, LLC 0.01% No change 125 $16K
Sierra Ocean, LLC 0.01% — 121 $15K
Spectrum Wealth Counsel, LLC 0.00% No change 118 $15K
Caitlin John, LLC 0.01% No change 115 $15K
Householder Group Estate & Retirement Specialist, LLC 0.01% Reduce -77.3% 111 $14K
Hanson & Doremus Investment Management 0.00% Add +0.9% 113 $14K
Curio Wealth, LLC 0.01% — 110 $14K
Thompson Investment Management, Inc. 0.00% No change 109 $14K
CBIZ Investment Advisory Services, LLC 0.00% No change 108 $14K
Park Square Financial Group, LLC 0.01% — 106 $13K
AllSquare Wealth Management LLC 0.01% No change 104 $13K
GoalVest Advisory LLC 0.00% Reduce -38.3% 103 $13K
Aspetuck Financial Management LLC 0.01% — 100 $13K
Atlatl Advisers LLC 0.01% — 100 $13K
Family CFO Inc 0.01% No change 100 $13K
Investment Research & Advisory Group, Inc. 0.01% No change 100 $13K
Mascoma Wealth Management LLC 0.00% Reduce -52.4% 100 $13K
Burkett Financial Services, LLC 0.00% Add +1.1% 91 $11K
Ruedi Wealth Management, Inc. 0.00% No change 90 $11K
Bell Investment Advisors, Inc 0.00% Reduce -19.8% 89 $11K
Vermillion Wealth Management, Inc. 0.01% — 87 $11K
Olistico Wealth, LLC 0.01% No change 86 $11K
Gables Capital Management Inc. 0.01% No change 86 $11K
Crewe Advisors LLC 0.00% Reduce -58.9% 86 $11K
Holos Integrated Wealth LLC 0.01% — 85 $11K
Legend Financial Advisors, Inc. 0.01% New 83 $10K
Gould Capital, LLC 0.01% Reduce -64.2% 83 $10K
YANKCOM Partnership 0.01% — 83 $10K
Rialto Wealth Management, LLC 0.00% — 80 $10K
Highline Wealth Partners LLC 0.00% Reduce -7.1% 79 $10K
Moser Wealth Advisors, LLC 0.01% No change 79 $10K
HighMark Wealth Management LLC 0.01% Add +40.7% 76 $10K
Costello Asset Management, INC 0.01% No change 75 $9K
Eukles Asset Management 0.00% No change 73 $9K
Evolution Advisers, Inc. 0.00% No change 79 $9K
Elevation Wealth Partners, LLC 0.00% New 70 $9K
Cedar Mountain Advisors, LLC 0.00% Add +1.5% 69 $9K
Union Bancaire Privee, UBP SA 0.00% — 68 $9K
FSC Wealth Advisors, LLC 0.01% Reduce -5.6% 67 $8K
Lowe Wealth Advisors, LLC 0.00% Add +164.0% 66 $8K
Iron Horse Wealth Management, LLC 0.00% Add +17.6% 60 $8K
POM Investment Strategies, LLC 0.01% New 59 $7K
Fairway Wealth LLC 0.00% New 59 $7K
1620 Investment Advisors, Inc. 0.01% Add +64.7% 56 $7K
True Wealth Design, LLC 0.00% Reduce -74.8% 54 $7K
Creative Capital Management Investments LLC 0.00% Add +2500.0% 52 $7K
Pineridge Advisors LLC 0.00% Add +2.0% 51 $6K
Carolina Wealth Advisors, LLC 0.00% No change 50 $6K
Centennial Bank 0.00% No change 50 $6K
Nordwand Advisors, LLC 0.00% No change 50 $6K
CGC Financial Services, LLC 0.00% No change 50 $6K
Ritter Daniher Financial Advisory LLC / DE 0.00% Reduce -50.0% 50 $6K
Aspect Partners, LLC 0.00% Add +6.5% 49 $6K
Wingate Wealth Advisors, Inc. 0.01% — 48 $6K
Quest 10 Wealth Builders, Inc. 0.01% — 47 $6K
Signature Resources Capital Management, LLC 0.01% No change 45 $6K
SJS Investment Consulting Inc. 0.00% Reduce -90.6% 42 $5K
Sanctuary Wealth Management, L.L.C. 0.00% No change 42 $5K
Chilton Capital Management LLC 0.00% Reduce -77.6% 41 $5K
Louisbourg Investments Inc. 0.00% No change 40 $5K
Citizens National Bank Trust Department 0.00% No change 40 $5K
Estabrook Capital Management 0.00% No change 40 $5K
Compass Financial Services Inc 0.00% — 38 $5K
Tributary Capital Management, LLC 0.00% No change 38 $5K
Synergy Asset Management, LLC 0.00% New 35 $5K
Capital A Wealth Management, LLC 0.01% — 36 $5K
Lam Group, Inc. 0.00% No change 34 $4K
Provenance Wealth Advisors, LLC 0.00% No change 34 $4K
Robinswood Financial LLC 0.00% No change 33 $4K
Financial Connections Group, Inc. 0.00% No change 31 $4K
Transamerica Financial Advisors, LLC 0.00% Reduce -34.8% 30 $4K
Newton One Investments LLC 0.00% New 31 $4K
Atlas Capital Advisors Inc. 0.00% No change 31 $4K
Birchbrook, Inc. 0.00% No change 30 $4K
Conquis Financial LLC 0.00% — 29 $4K
Marquette Asset Management, LLC 0.00% No change 28 $4K
Howard Capital Management Group, LLC 0.00% No change 28 $4K
PFG Private Wealth Management, LLC 0.00% Add +52.9% 26 $3K
Tortoise Investment Management, LLC 0.00% No change 26 $3K
Atlantic Private Wealth, LLC 0.00% No change 25 $3K
MRP Capital Investments, LLC 0.00% New 25 $3K
Mb, Levis & Associates, LLC 0.00% No change 25 $3K
Private Wealth Management Group, LLC 0.00% Add +19.1% 25 $3K
Trifecta Capital Advisors, LLC 0.00% No change 25 $3K
Talon Private Wealth, LLC 0.00% No change 25 $3K
New England Capital Financial Advisors LLC 0.00% Add +4.2% 25 $3K
Synergy Investment Management, LLC 0.00% — 22 $3K
Investment Management Corp. /Va/ 0.00% — 21 $3K
Bradley & Co. Private Wealth Management, LLC 0.00% — 21 $3K
PayPay Securities Corp 0.11% New 20 $3K
Principia Wealth Advisory, LLC 0.00% — 20 $3K
Financial Gravity Companies, Inc. 0.00% Reduce -9.1% 20 $3K
Atwood & Palmer Inc. 0.00% No change 20 $3K
Kozak & Associates, Inc. 0.00% Add +81.8% 20 $2K
BOK Financial Private Wealth, Inc. 0.00% Reduce -88.4% 19 $2K
Menard Financial Group LLC 0.00% New 18 $2K
Hara Capital LLC 0.00% No change 18 $2K
Global Wealth Strategies & Associates 0.00% No change 17 $2K
Riverview Trust Co 0.00% No change 16 $2K
Main Street Group, LTD 0.00% Reduce -86.2% 16 $2K
FWL Investment Management, LLC 0.00% Reduce -88.5% 15 $2K
Orion Capital Management LLC 0.00% New 14 $2K
ROSS\JOHNSON & Associates LLC 0.04% — 13 $2K
State of Wyoming 0.00% Add +18.2% 13 $2K
Lanark Financial, Inc. 0.12% — 10 $1K
Dakota Community Bank & Trust NA 0.01% Reduce -81.8% 10 $1K
Anfield Capital Management, LLC 0.00% Reduce -71.4% 10 $1K
Riggs Asset Managment Co. Inc. 0.00% New 10 $1K
Parkworth Wealth Management, Inc. 0.00% — 8 $1K
Winthrop Capital Management, LLC 0.00% New 4 $1K
CKW Financial Group 0.00% Reduce -99.9% 5 $1K
Retirement Wealth Solutions LLC 0.00% — 7 $863
Nvwm, LLC 0.00% Reduce -44.4% 5 $631
Cherry Tree Wealth Management, LLC 0.00% No change 3 $379
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 2 $308
High Note Wealth, LLC 0.00% New 2 $252
Activest Wealth Management 0.00% Add +0.0% 2 $252
Oliver Lagore Vanvalin Investment Group 0.00% No change 2 $201

"% 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.