United Parcel Service Class BUPS

13F holders, Q1 2025 (March 31)
2,201holders −89
156new positions
235sold out
11famous investors
$109.83avg. 13F price*

At the end of Q1 2025, 2,201 institutions reported holding United Parcel Service Class B (UPS) in their 13F filings, down 89 from Q4 2024. 156 opened new positions and 235 sold out. The largest holders were Vanguard Group Inc. ($7.3B), BlackRock, Inc. ($5.2B) and State Street Corp. ($3.3B). 11 famous investors held it, including Bill Gates / Michael Larson (0.2% of Gates Foundation Trust's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.1% of AQR Capital 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions156$318.3M
Exits235$727.9M

All 13F filers, Q4 2024 → Q1 2025: 39,019,703 shares bought and 47,274,809 shares sold, net −8,255,106 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,201 holders

Vanguard Group Inc. 0.13% Add +1.5% 66,136,226 $7.3B
BlackRock, Inc. 0.11% Reduce -7.5% 47,678,699 $5.2B
State Street Corp. 0.14% Add +0.8% 30,330,146 $3.3B
Charles Schwab Investment Management Inc. 0.52% Add +7.7% 25,045,472 $2.8B
Geode Capital Management, LLC 0.14% Add +1.0% 15,861,427 $1.7B
FMR LLC 0.11% Add +38.8% 15,118,247 $1.7B
JPMorgan Chase & Co. 0.12% Reduce -36.0% 14,434,548 $1.6B
Bank of America Corp. 0.12% Add +22.0% 12,178,441 $1.3B
Wellington Management Group LLP 0.24% Reduce -23.7% 11,400,472 $1.3B
Morgan Stanley 0.07% Add +17.5% 8,851,958 $973.6M
Norges Bank 0.13% Reduce -4.1% 8,177,656 $899.5M
Northern Trust Corp. 0.12% Add +0.3% 7,415,523 $815.6M
UBS Group AG 0.17% Reduce -4.3% 6,859,783 $754.5M
Amundi 0.27% Reduce -25.4% 7,494,486 $751.3M
Franklin Resources Inc. 0.22% Reduce -38.3% 6,779,569 $745.7M
T. Rowe Price Associates Inc. 0.09% Reduce -0.4% 6,439,288 $708.3M
Goldman Sachs Group Inc. 0.13% Add +53.4% 6,123,907 $673.6M
Wells Fargo & Company 0.14% Reduce -1.8% 5,449,457 $599.4M
Bank of New York Mellon Corp 0.10% Reduce -4.4% 4,793,214 $527.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.13% Add +3.8% 4,719,145 $519.1M
Pacer Advisors, Inc. 1.23% Add +1056.6% 4,336,175 $476.9M
Legal & General Group Plc 0.13% Add +2.2% 4,204,980 $462.5M
Invesco Ltd. 0.08% Add +8.8% 3,941,337 $433.5M
Dimensional Fund Advisors LP 0.11% Add +7.4% 3,891,627 $428.0M
American Century Companies Inc. 0.24% Reduce -9.5% 3,584,419 $394.3M
Capital World Investors 0.06% Add +0.6% 3,164,421 $348.1M
Raymond James Financial Inc. 0.13% Reduce -0.6% 3,102,647 $341.3M
Nordea Investment Management AB 0.36% Add +5.1% 3,068,927 $337.4M
Royal Bank of Canada 0.08% Add +25.8% 3,057,179 $336.3M
Van Eck Associates Corp. 0.44% Reduce -3.5% 3,041,068 $334.5M
Deutsche Bank AG 0.13% Add +17.4% 2,894,755 $318.4M
Primecap Management Co. 0.21% Reduce -17.3% 2,305,591 $253.6M
Arrowstreet Capital, Limited Partnership 0.20% Add +489.1% 2,286,980 $251.5M
First Trust Advisors LP 0.21% Add +23.4% 2,180,944 $239.9M
Swiss National Bank 0.16% Reduce -0.3% 2,062,700 $226.9M
Stifel Financial Corp. 0.23% Add +24.4% 1,954,204 $215.0M
BNP Paribas Financial Markets 0.16% Add +84.2% 1,907,957 $209.9M
HSBC Holdings PLC 0.14% Add +3.2% 1,889,252 $207.7M
Barclays PLC 0.09% Add +34.7% 1,871,674 $205.9M
Nuveen, LLC 0.06% — 1,830,692 $201.4M
California Public Employees Retirement System 0.14% Reduce -1.9% 1,798,467 $197.8M
Sumitomo Mitsui Trust Group, Inc. 0.14% Reduce -0.1% 1,775,950 $195.3M
Ameriprise Financial Inc. 0.05% Reduce -1.0% 1,752,312 $192.7M
National Pension Service 0.18% Add +11.5% 1,735,307 $190.9M
FineMark National Bank & Trust 6.89% Reduce -0.1% 1,715,950 $188.7M
LPL Financial LLC 0.07% Add +13.5% 1,569,499 $172.6M
Artisan Partners Limited Partnership 0.26% Add +18.7% 1,479,259 $162.7M
Envestnet Asset Management Inc. 0.05% Add +12.8% 1,463,762 $161.0M
Two Sigma Advisers, LP 0.34% Reduce -2.7% 1,387,100 $152.6M
Marshall Wace, LLP 0.20% Reduce -41.2% 1,328,429 $146.1M
Rhumbline Advisers 0.14% Reduce -3.9% 1,312,433 $144.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.13% Add +12.3% 1,303,797 $143.4M
Federated Hermes, Inc. 0.30% Reduce -21.1% 1,281,484 $141.0M
Allianz Asset Management GmbH 0.20% Add +19.6% 1,250,327 $137.5M
London Co. of Virginia 0.76% Reduce -1.3% 1,213,848 $133.5M
Cullen Capital Management, LLC 1.54% Add +60.0% 1,211,014 $133.2M
AQR Capital Management 0.13% Add +582.0% 1,180,709 $128.9M
PNC Financial Services Group, Inc. 0.07% Reduce -1.5% 1,164,743 $128.1M
Janus Henderson Group PLC 0.07% Reduce -0.6% 1,116,376 $122.4M
Swiss Life Asset Management Ltd 0.88% Add +2.1% 1,104,316 $121.5M
Spirepoint Private Client, LLC 15.56% Reduce -0.2% 1,083,078 $119.1M
HighTower Advisors, LLC 0.15% Reduce -3.3% 998,923 $109.9M
Crawford Investment Counsel Inc. 1.90% Add +11.5% 973,220 $107.0M
Empower Advisory Group, LLC 0.35% Add +18.3% 971,981 $106.9M
Equity Investment Corp. 2.38% Add +94.5% 968,186 $106.5M
DAVENPORT & Co LLC 0.63% Add +8.2% 963,562 $105.9M
California State Teachers Retirement System 0.13% Reduce -0.3% 961,241 $105.7M
Clifford Swan Investment Counsel LLC 3.67% Add +2.7% 903,094 $99.3M
Alliancebernstein L.P. 0.04% Add +7.9% 884,063 $97.2M
Bank of Montreal 0.05% Reduce -15.2% 873,872 $96.1M
Merit Financial Group, LLC 1.42% Add +1.8% 863,030 $94.9M
New York State Common Retirement Fund 0.14% Reduce -2.2% 848,332 $93.3M
D. E. Shaw & Co. 0.12% Add +49.2% 839,378 $92.3M
Citadel Advisors 0.09% Reduce -57.5% 837,084 $92.1M
Mariner, LLC 0.15% Add +10.6% 825,721 $90.8M
Citigroup Inc. 0.07% Add +112.8% 822,189 $90.4M
Principal Financial Group Inc. 0.05% Reduce -0.6% 816,940 $89.9M
Squarepoint Ops LLC 0.21% Add +72.7% 796,746 $87.6M
Accredited Investors Inc. 5.36% Reduce -0.0% 784,421 $86.3M
Baird Financial Group, Inc. 0.16% Add +0.5% 756,388 $83.2M
Gates Foundation Trust 0.20% No change 755,089 $83.1M
Two Sigma Investments, LP 0.18% Add +11.7% 734,216 $80.8M
Susquehanna International Group, LLP 0.13% Reduce -1.6% 730,638 $80.4M
Maj Invest Holding A/S 2.84% Reduce -4.8% 713,607 $78.5M
Mirae Asset Global Investments Co., Ltd. 0.31% Add +12.9% 690,832 $75.8M
Commonwealth Equity Services, LLC 0.11% Add +9.1% 687,690 $75.6M
State Board of Administration of Florida Retirement System 0.15% Add +0.1% 680,484 $74.8M
Thrivent Financial for Lutherans 0.16% Reduce -0.8% 656,800 $72.3M
BBR Partners, LLC 5.01% Reduce -0.1% 645,460 $71.0M
Confluence Investment Management LLC 1.01% Add +6.0% 638,607 $70.2M
Adage Capital Partners Gp, L.L.C. 0.13% Reduce -5.5% 636,500 $70.0M
Stonegate Investment Group, LLC 1.87% Add +45.2% 636,276 $70.0M
Victory Capital Management Inc. 0.07% Reduce -41.5% 634,509 $69.8M
Massachusetts Financial Services Co. 0.02% Reduce -15.6% 628,265 $69.1M
US Bancorp \de 0.09% Reduce -13.5% 628,070 $69.1M
New York State Teachers Retirement System 0.16% Reduce -2.3% 624,104 $68.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.18% Add +130.0% 616,572 $67.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.14% Reduce -0.8% 613,242 $67.5M
Epoch Investment Partners, Inc. 0.34% Add +4.6% 592,031 $65.1M
Bank Julius Baer & Co. Ltd, Zurich 0.21% Add +5.5% 586,389 $64.4M
Value Partners Investments Inc. 5.47% Add +1114.3% 575,334 $63.4M
Manufacturers Life Insurance Company, The 0.06% Reduce -6.8% 565,946 $62.2M
Boston Trust Walden Corp 0.44% Reduce -10.2% 547,181 $60.2M
SG Americas Securities, LLC 0.21% Reduce -52.9% 542,870 $59.7M
Prudential Financial Inc. 0.08% Reduce -60.6% 536,437 $59.0M
CANADA LIFE ASSURANCE Co 0.10% Add +1.2% 525,564 $57.9M
Wealth Enhancement Advisory Services, LLC 0.11% Add +3.6% 524,510 $57.7M
Aberdeen Group plc 0.11% Add +30.4% 509,537 $56.0M
Janney Montgomery Scott LLC 0.16% Reduce -6.7% 508,078 $55.9M
Voya Investment Management LLC 0.07% Reduce -10.6% 502,504 $55.3M
Manchester Capital Management LLC 6.68% Add +0.2% 494,620 $54.4M
Nomura Asset Management Co. Ltd. 0.15% Add +2.2% 458,755 $50.5M
Truist Financial Corp. 0.08% Reduce -16.0% 435,866 $47.9M
Aviva PLC 0.11% Reduce -3.1% 427,496 $47.0M
State of Wisconsin Investment Board 0.12% Add +1.9% 425,604 $46.8M
Cerity Partners LLC 0.10% Add +1.2% 423,935 $46.6M
Annie E. Casey Foundation, Inc. 62.53% No change 421,036 $46.3M
J. Safra Sarasin Holding AG 0.84% Reduce -0.9% 420,634 $46.3M
Pictet Asset Management Holding SA 0.05% Reduce -2.7% 414,745 $45.6M
Old Republic International Corp. 1.76% Add +12.5% 411,400 $45.3M
Pinebridge Investments, L.P. 0.36% Reduce -18.4% 407,015 $44.8M
Focus Partners Wealth 0.11% Reduce -9.6% 385,838 $42.4M
Chevy Chase Trust Holdings, LLC 0.14% Reduce -0.0% 385,601 $42.4M
Fairview Capital Investment Management, LLC 2.20% Add +4.0% 378,082 $41.6M
Hollencrest Capital Management 1.79% Reduce 0.0% 369,828 $40.7M
Rockefeller Capital Management L.P. 0.10% Reduce -14.7% 368,848 $40.6M
RNC Capital Management LLC 2.07% Add +20.7% 368,670 $40.5M
Mitsubishi UFJ Trust & Banking Corp 0.11% Reduce -12.9% 368,460 $40.5M
Cacti Asset Management LLC 3.12% No change 367,968 $40.4M
Advisors Capital Management, LLC 0.62% Add +31.0% 363,985 $40.0M
GMO 0.12% Add +117.0% 358,160 $39.4M
TD Asset Management Inc 0.04% Reduce -3.1% 356,295 $39.2M
Cetera Investment Advisers 0.07% Add +25.4% 349,372 $38.4M
Corient Private Wealth LP 0.06% Reduce -12.5% 346,197 $38.1M
Royal London Asset Management Ltd. 0.09% Add +12.0% 345,551 $38.0M
Russell Investments Group, Ltd. 0.05% Reduce -11.9% 344,554 $37.9M
Centric Wealth Management 9.90% Reduce -1.9% 342,530 $37.7M
Healthcare of Ontario Pension Plan Trust Fund 0.08% Add +1.6% 338,720 $37.3M
Sei Investments Co. 0.05% Add +0.3% 336,701 $37.0M
Treasurer of the State of North Carolina 0.15% Add +1.3% 333,742 $36.7M
STRS Ohio 0.15% Reduce -0.6% 333,099 $36.6M
Deprince Race & Zollo Inc. 0.76% Add +13.5% 331,970 $36.5M
Canada Pension Plan Investment Board 0.04% Add +81.3% 331,835 $36.5M
Vaughan David Investments LLC 0.85% Add +947.2% 329,419 $36.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.10% Add +10.0% 326,541 $35.9M
Coho Partners, Ltd. 2.10% Reduce -15.2% 316,525 $34.8M
CFO4Life Group, LLC 5.84% Reduce -0.2% 315,636 $34.7M
Danske Bank A/S 0.11% Reduce -21.8% 313,065 $34.4M
Macquarie Group Ltd. 0.04% Add +17.5% 312,727 $34.4M
Jones Financial Companies LLLP 0.03% Add +53.8% 309,212 $33.9M
Public Employees Retirement System of Ohio 0.12% Reduce -3.9% 307,470 $33.8M
TCW Group Inc. 0.30% Add +85.4% 306,954 $33.8M
First Foundation Advisors 1.37% Reduce -4.3% 305,555 $33.6M
Nexus Investment Management ULC 3.80% Add +0.8% 212,381 $33.6M
Swedbank AB 0.04% Add +2.3% 305,077 $33.6M
Capital CS Group, LLC 56.31% Reduce -2.8% 300,320 $33.0M
Asset Management One Co., Ltd. 0.11% Add +6.6% 300,229 $33.0M
DekaBank Deutsche Girozentrale 0.06% Add +9.6% 301,321 $32.9M
Korea Investment CORP 0.08% Reduce -41.7% 296,340 $32.6M
Credit Agricole S A 0.12% Add +4.9% 296,220 $32.6M
Handelsbanken Fonder AB 0.13% Reduce -3.3% 293,311 $32.3M
Clarkston Capital Partners, LLC 0.63% Add +38.3% 290,299 $31.9M
Assenagon Asset Management S.A. 0.06% Reduce -64.6% 285,120 $31.4M
Donaldson Capital Management, LLC 1.17% Add +3.6% 282,715 $31.1M
Saturna Capital Corp. 0.45% No change 274,863 $30.2M
Brandywine Global Investment Management, LLC 0.22% New 272,593 $30.0M
DNB Asset Management AS 0.14% Add +1.9% 272,419 $30.0M
Cornerstone Investment Partners, LLC 1.44% Add +2.5% 270,609 $29.8M
Toronto Dominion Bank 0.08% Add +6.3% 270,154 $29.7M
AXA S.A. 0.10% Reduce -7.7% 268,350 $29.5M
Mn Services Vermogensbeheer B.V. 0.23% Reduce -7.1% 266,799 $29.3M
CIBC Private Wealth Group LLC 0.06% Add +120.0% 318,746 $29.3M
Millennium Management 0.03% Reduce -75.3% 262,265 $28.8M
Ensign Peak Advisors, Inc 0.06% Add +18.7% 262,060 $28.8M
Storebrand Asset Management As 0.09% Reduce -12.9% 256,264 $28.2M
KLP Kapitalforvaltning As 0.13% Add +3.0% 250,093 $27.5M
W1M Asset Management Ltd 2.34% Add +5.1% 248,646 $27.3M
Alps Advisors Inc. 0.16% Add +8.4% 248,258 $27.3M
Twinbeech Capital LP 0.50% New 248,058 $27.3M
State of Tennessee, Department of Treasury 0.10% Add +28.3% 247,629 $27.2M
State of New Jersey Common Pension Fund D 0.12% Reduce -8.5% 246,239 $27.1M
Voloridge Investment Management, LLC 0.10% Add +54.1% 245,966 $27.1M
Advisors Asset Management, Inc. 0.51% Add +6.0% 244,513 $26.9M
Lansforsakringar Fondforvaltning AB (publ) 0.16% Reduce -2.4% 240,730 $26.5M
Willis Investment Counsel 1.77% Add +39.8% 239,731 $26.4M
Guggenheim Capital LLC 0.25% Reduce -7.1% 238,378 $26.2M
Smith Chas P & Associates Pa Cpas 1.52% Add +14.3% 238,202 $26.2M
Teacher Retirement System of Texas 0.11% Add +19.7% 237,185 $26.1M
Resona Asset Management Co.,Ltd. 0.15% Add +8.0% 236,306 $26.0M
National Bank of Canada 0.03% Reduce -45.7% 235,419 $25.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% Add +33.6% 235,369 $25.9M
Creative Planning 0.02% Reduce -5.9% 232,725 $25.6M
Fidelity National Financial, Inc. 0.54% No change 220,000 $24.2M
Exchange Traded Concepts, LLC 0.43% Add +27291.4% 217,488 $23.9M
Edgar Lomax Co. 1.49% Add +235.5% 216,810 $23.8M
Oppenheimer Asset Management Inc. 0.29% Add +25.5% 214,807 $23.6M
Arizona State Retirement System 0.15% Add +1.5% 214,637 $23.6M
Gateway Investment Advisers LLC 0.27% Add +3.3% 212,442 $23.4M
Engineers Gate Manager LP 0.39% Add +180.8% 211,703 $23.3M
Osaic Holdings, Inc. 0.05% Add +6.1% 210,629 $23.2M
Drexel Morgan & Co. 4.84% Add +91.1% 209,765 $23.1M
Glenmede Trust Co. NA 0.12% Reduce -7.4% 209,239 $23.0M
Professional Advisory Services Inc. 2.89% Add +2.6% 208,030 $22.9M
Comerica Bank 0.09% Reduce -1.3% 205,268 $22.6M
KBC Group NV 0.07% Reduce -15.8% 201,752 $22.2M
Natixis Advisors, LLC 0.04% Reduce -16.7% 200,678 $22.1M
Masters Capital Management LLC 4.66% New 200,000 $22.0M
State of Michigan Retirement System 0.13% Reduce -0.1% 198,414 $21.8M
M&T Bank Corp 0.08% Reduce -60.8% 194,608 $21.4M
MetLife Investment Management, LLC 0.11% Reduce -1.9% 189,917 $20.9M
Qube Research & Technologies Ltd 0.03% Reduce -80.2% 189,312 $20.8M
DDD Partners, LLC 2.49% New 186,069 $20.5M
Jamison Private Wealth Management, Inc. 3.08% Add +1.8% 183,668 $20.2M
Blair William & Co. 0.06% Reduce -5.9% 181,290 $19.9M
J.W. Cole Advisors, Inc. 0.61% Add +147.2% 179,320 $19.7M
Zacks Investment Management 0.18% Reduce -28.9% 179,267 $19.7M
Benjamin Edwards Inc. 0.27% Add +18.9% 178,991 $19.7M
Sabal Trust CO 1.08% Add +3.7% 177,334 $19.5M
Delta Asset Management LLC 1.85% Reduce -0.9% 177,057 $19.5M
United Services Automobile Association 0.59% No change 175,117 $19.2M
1832 Asset Management L.P. 0.04% Reduce -41.5% 173,210 $19.1M
Bridgeway Capital Management, LLC 0.48% Add +18.0% 173,050 $19.0M
Andra AP-fonden 0.31% Reduce -11.6% 169,983 $18.7M
Haverford Trust Co 0.19% Reduce -69.8% 169,616 $18.7M
Measured Wealth Private Client Group, LLC 5.97% Add +51.6% 169,081 $18.6M
Czech National Bank 0.17% Add +5.9% 167,984 $18.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.11% Add +7.5% 167,255 $18.4M
Cambridge Investment Research Advisors, Inc. 0.06% Add +12.6% 166,943 $18.4M
Cantor Fitzgerald Investment Advisors L.P. 1.34% Add +38.9% 166,933 $18.4M
Keybank National Association 0.07% Reduce -2.8% 164,637 $18.1M
Capital Investment Advisors, LLC 0.35% Reduce -14.1% 163,741 $18.0M
D.A. Davidson & Co. 0.14% Reduce -23.8% 163,486 $18.0M
Corebridge Financial, Inc. 0.10% Reduce -3.0% 163,121 $17.9M
Forsta Ap-Fonden 0.13% Reduce -2.1% 162,000 $17.8M
Tudor Investment Corporation 0.16% New 161,438 $17.8M
Waverly Advisors, LLC 0.22% Add +6.6% 160,379 $17.6M
LBP Am SA 0.27% Reduce -3.8% 159,623 $17.6M
Nisa Investment Advisors, LLC 0.09% Reduce -8.4% 159,356 $17.5M
Retirement Systems of Alabama 0.07% Reduce -0.8% 157,163 $17.3M
Godsey & Gibb, Inc. 1.69% Add +9.7% 156,136 $17.2M
Choreo, LLC 0.26% Reduce -0.2% 151,428 $16.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.51% Add +17.4% 150,842 $16.6M
Empowered Funds, LLC 0.24% Add +16.0% 150,381 $16.5M
Skandinaviska Enskilda Banken AB (publ) 0.08% Reduce -0.7% 148,773 $16.4M
KLCM Advisors, Inc. 1.91% Add +565.7% 148,428 $16.3M
Wilkins Investment Counsel Inc. 2.31% Add +18.6% 146,685 $16.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +33.2% 145,185 $16.0M
Kestra Advisory Services, LLC 0.08% Reduce -8.0% 144,740 $15.9M
Amalgamated Bank 0.13% Add +1.4% 142,616 $15.7M
Kimelman & Baird, LLC 1.32% Add +1.6% 141,463 $15.6M
Evergreen Capital Management LLC 0.52% Reduce -11.4% 140,234 $15.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.09% Reduce -0.3% 139,871 $15.4M
CIBC Asset Management Inc 0.05% Add +0.7% 138,514 $15.2M
Modera Wealth Management, LLC 0.21% Reduce -0.3% 138,307 $15.2M
Fifth Third Bancorp 0.06% Add +29.0% 137,822 $15.2M
Allworth Financial LP 0.08% Add +3.6% 148,935 $14.7M
Badgley Phelps Wealth Managers, LLC 0.35% Reduce -2.3% 131,551 $14.5M
IFM Investors Pty Ltd 0.16% No change 131,438 $14.5M
MML Investors Services, LLC 0.05% Add +12.9% 130,963 $14.4M
USS Investment Management Ltd 0.11% Reduce -41.8% 128,600 $14.1M
Bahl & Gaynor LLC 0.07% Reduce -56.0% 125,943 $13.9M
Townsquare Capital LLC 0.15% Add +40.3% 124,966 $13.7M
ING Groep NV 0.09% New 124,431 $13.7M
Sound Income Strategies, LLC 0.81% Add +17.5% 124,300 $13.7M
Verity & Verity, LLC 1.19% Reduce -25.6% 123,191 $13.5M
Donald L. Hagan, LLC 7.06% No change 123,000 $13.5M
South Dakota Investment Council 0.28% Add +4.4% 122,984 $13.5M
Utah Retirement Systems 0.15% Reduce -0.2% 120,605 $13.3M
Calamos Advisors LLC 0.09% Add +1.1% 120,372 $13.2M
Brookstone Capital Management 0.19% Add +9.8% 119,468 $13.1M
Point72 Asset Management 0.04% Reduce -80.3% 118,085 $13.0M
Trexquant Investment LP 0.15% Reduce -27.7% 117,465 $12.9M
Marco Investment Management LLC 1.19% Reduce -0.1% 116,453 $12.8M
Private Advisor Group, LLC 0.08% Add +10.4% 115,546 $12.7M
Financial Counselors Inc. 0.19% Reduce -2.0% 113,667 $12.5M
Greatmark Investment Partners, Inc. 1.70% Add +5.4% 113,241 $12.5M
ProShare Advisors LLC 0.03% Add +4.8% 111,309 $12.2M
Bank of Nova Scotia 0.03% Reduce -75.0% 109,863 $12.1M
Walleye Trading LLC 0.34% Add +2855.7% 109,478 $12.0M
Scotia Capital Inc. 0.06% Add +0.5% 108,809 $12.0M
Marcum Wealth, LLC 1.03% Add +0.6% 108,545 $11.9M
New York Life Investment Management LLC 0.12% Reduce -0.6% 108,284 $11.9M
International Assets Investment Management, LLC 1.04% Add +1.6% 108,082 $11.9M
Mayar Capital Ltd. 20.76% Add +2.1% 106,520 $11.7M
Police & Firemen's Retirement System of New Jersey 0.12% No change 106,281 $11.7M
Xponance LLC 0.11% Add +1.5% 105,758 $11.6M
Robeco Institutional Asset Management B.V. 0.02% Add +62.6% 105,599 $11.6M
Daiwa Securities Group Inc. 0.05% Add +6.7% 104,946 $11.5M
Steigerwald, Gordon & Koch Inc. 1.29% Add +0.1% 104,932 $11.5M
Natixis 0.07% New 104,798 $11.5M
Yousif Capital Management, LLC 0.13% Reduce -0.1% 104,493 $11.5M
Regions Financial Corp. 0.09% Reduce -1.5% 104,150 $11.5M
Schroder Investment Management Group 0.01% Reduce -45.3% 104,178 $11.4M
Founders Capital Management, LLC 2.10% Add +8.3% 102,826 $11.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.11% Reduce -0.3% 102,472 $11.3M
Varma Mutual Pension Insurance Co 0.10% Add +35.7% 102,270 $11.2M
Janney Capital Management LLC 0.77% Add +6.5% 101,299 $11.1M
Waters Parkerson & Co., LLC 0.59% Reduce -24.0% 101,175 $11.1M
Quantinno Capital Management LP 0.07% Add +36.1% 101,117 $11.1M
River Road Asset Management, LLC 0.15% Reduce -60.7% 101,093 $11.1M
Logan Capital Management Inc. 0.50% Add +31.7% 100,723 $11.1M
Isthmus Partners, LLC 1.39% Add +17.4% 100,637 $11.1M
QRG Capital Management, Inc. 0.11% Add +2.9% 100,544 $11.1M
BI Asset Management Fondsmaeglerselskab A/S 0.12% Add +96.4% 100,009 $11.0M
Public Sector Pension Investment Board 0.05% Add +8.8% 99,550 $10.9M
Stockman Wealth Management, Inc. 1.61% Add +14.2% 99,005 $10.9M
Debussy Capital Management LP 1.75% Reduce -4.5% 98,849 $10.9M
Sequoia Financial Advisors, LLC 0.08% Add +136.1% 98,522 $10.8M
Orion Porfolio Solutions, LLC 0.11% Add +6.1% 98,233 $10.8M
Orion Portfolio Solutions, LLC 0.11% Add +6.1% 98,233 $10.8M
Sanctuary Advisors, LLC 0.08% Reduce -14.9% 97,099 $10.7M
Cwm, LLC 0.04% Add +25.0% 96,926 $10.7M
Dearborn Partners LLC 0.51% Reduce -19.9% 96,402 $10.6M
Public Employees Retirement Association of Colorado 0.04% Reduce -1.6% 95,688 $10.5M
CapWealth Advisors, LLC 1.14% Add +14.0% 95,591 $10.5M
State of Alaska, Department of Revenue 0.12% Add +4.7% 94,906 $10.4M
Florida Trust Wealth Management Co 0.34% Reduce -0.8% 94,754 $10.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.08% — 94,200 $10.4M
Simplex Trading, LLC 0.36% New 93,523 $10.3M
Assetmark, Inc. 0.03% Reduce -7.0% 93,203 $10.3M
Pinnacle Financial Partners Inc 0.21% Add +3.5% 93,177 $10.3M
Loomis Sayles & Co. L P 0.01% Reduce -9.9% 92,885 $10.2M
Intact Investment Management Inc. 0.35% Reduce -13.2% 92,400 $10.2M
Southern Capital Advisors, LLC 5.62% Add +0.5% 92,194 $10.1M
Allspring Global Investments Holdings, LLC 0.02% Reduce -29.6% 92,701 $10.1M
NewEdge Advisors, LLC 0.06% Reduce -0.2% 91,951 $10.1M
Telos Capital Management, Inc. 1.10% Reduce -2.6% 91,544 $10.1M
Man Group plc 0.03% Add +379.7% 91,385 $10.1M
Westshore Wealth, LLC 4.26% Add +0.0% 91,270 $10.0M
Vontobel Holding Ltd. 0.04% Reduce -0.2% 91,261 $10.0M
Financial Partners Group, LLC 4.34% Add +164.3% 90,997 $10.0M
Hengehold Capital Management LLC 0.95% Reduce -0.2% 90,471 $10.0M
Nissay Asset Management Corp. /Japan 0.06% Add +1.0% 89,513 $9.8M
Mercer Global Advisors Inc. 0.02% Add +3.1% 89,493 $9.8M
KCM Investment Advisors LLC 0.35% Reduce -23.3% 88,831 $9.8M
Chilton Investment Co. Inc. 0.24% New 88,496 $9.7M
Lido Advisors, LLC 0.06% Add +8.9% 88,461 $9.7M
Pathstone Holdings, LLC 0.04% Add +6.8% 88,248 $9.7M
Cibc World Markets Corp. 0.08% Reduce -23.6% 88,217 $9.7M
Brown Advisory Inc. 0.01% Add +1.4% 87,803 $9.7M
ASR Vermogensbeheer N.V. 0.14% — 87,229 $9.6M
Wedge Capital Management L L P 0.18% Reduce -5.3% 86,425 $9.5M
Peapack Gladstone Financial Corp. 0.14% Reduce -3.8% 85,907 $9.4M
Mutual of America Capital Management LLC 0.11% Reduce -2.9% 85,067 $9.4M
Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 4.19% No change 84,574 $9.3M
Avantax Advisory Services, Inc. 0.05% Add +27.3% 82,326 $9.1M
Jacobs & Co. 0.96% Reduce -7.5% 82,088 $9.0M
Stonebridge Capital Advisors LLC 0.73% Add +0.8% 81,958 $9.0M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.06% Add +6.8% 81,946 $9.0M
Moneta Group Investment Advisors LLC 0.12% Reduce -0.6% 81,941 $9.0M
Waypoint Wealth Partners Inc. 2.49% No change 81,858 $9.0M
First Fiduciary Investment Counsel, Inc. 1.93% Reduce -3.1% 81,594 $9.0M
Capstone Investment Advisors, LLC 0.10% Reduce -33.5% 81,289 $8.9M
&partners 0.09% Add +14.6% 81,305 $8.9M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.22% New 81,000 $8.9M
Advocate Group LLC 1.62% Add +8.2% 80,703 $8.9M
S.E.E.D. Planning Group LLC 2.98% Add +1938.4% 80,516 $8.9M
U.S. Capital Wealth Advisors, LLC 0.27% Add +31.6% 80,372 $8.8M
Heritage Investors Management Corp. 0.30% Reduce -2.7% 80,232 $8.8M
Everett Harris & Co. 0.11% Reduce -16.1% 80,121 $8.8M
Associated Banc-Corp 0.27% Add +9.1% 79,845 $8.8M
Gilman Hill Asset Management, LLC 1.52% Add +47.8% 79,591 $8.8M
Fullcircle Wealth LLC 3.55% Reduce -10.6% 88,923 $8.6M
Armstrong Advisory Group, Inc. 0.69% No change 68,171 $8.6M
Woodmont Investment Counsel LLC 0.62% Add +4.5% 78,054 $8.6M
Cullinan Associates Inc. 0.61% Reduce -6.5% 78,019 $8.6M
Fisher Asset Management 0.00% Reduce -13.9% 77,001 $8.5M
Ilmarinen Mutual Pension Insurance Co 0.07% No change 77,000 $8.5M
United Capital Financial Advisors, LLC 0.07% Add +2.1% 76,915 $8.5M
Verition Fund Management LLC 0.05% Reduce -66.5% 76,759 $8.4M
Tidal Investments LLC 0.07% Add +43.0% 76,499 $8.4M
OP Asset Management Ltd 0.14% — 76,386 $8.4M
Centre Asset Management, LLC 2.15% Add +0.6% 76,011 $8.4M
First Manhattan Co. Llc. 0.02% Reduce -18.6% 75,892 $8.3M
Beacon Pointe Advisors, LLC 0.09% Add +81.3% 75,767 $8.3M
Mackenzie Financial Corp. 0.01% Add +12.5% 75,386 $8.3M
Commerzbank Aktiengesellschaft 0.19% Add +46.9% 75,291 $8.3M
Stephens Inc. 0.12% Reduce -0.0% 75,233 $8.3M
Cadence Bank 0.59% Add +1.7% 75,071 $8.3M
Olstein Capital Management, L.P. 1.52% No change 75,000 $8.2M
Country Club Bank 0.55% Add +27.4% 74,555 $8.2M
Sowell Financial Services LLC 0.37% Add +11.5% 74,271 $8.2M
Bell Bank 0.44% Add +9.5% 74,230 $8.2M
Stratos Wealth Partners, LTD. 0.12% Add +10.8% 73,617 $8.1M
Miramar Capital, LLC 1.91% Reduce -10.1% 72,950 $8.0M
Quantitative Investment Management, LLC 0.74% New 72,701 $8.0M
Avanza Fonder AB 0.26% Reduce -8.9% 72,222 $8.0M
Steward Partners Investment Advisory, LLC 0.07% Add +2.5% 72,174 $7.9M
Sage Capital Advisors,llc 2.08% Add +79.0% 72,158 $7.9M
Captrust Financial Advisors 0.02% Add +42.7% 71,655 $7.9M
Synovus Financial Corp. 0.10% Reduce -6.0% 71,168 $7.8M
Parallax Volatility Advisers, L.P. 0.30% Add +204.8% 70,466 $7.8M
Summit Financial Wealth Advisors, LLC 1.53% Reduce -5.1% 70,327 $7.7M
Bar Harbor Wealth Management 0.51% Reduce -18.2% 69,640 $7.7M
Allianz SE 0.20% Reduce -1.1% 69,328 $7.6M
Cyndeo Wealth Partners, LLC 0.50% Reduce -0.4% 68,812 $7.6M
Brown Brothers Harriman & Co. 0.05% Reduce -24.3% 67,120 $7.4M
Rakuten Investment Management, Inc. 0.03% — 67,263 $7.4M
XTX Topco Ltd 0.38% New 67,039 $7.4M
Kornitzer Capital Management Inc. 0.15% Reduce -8.6% 66,307 $7.3M
Composition Wealth, LLC 0.15% Add +8.8% 66,307 $7.3M
Live Oak Private Wealth LLC 1.18% Add +26.4% 66,041 $7.3M
Abn Amro Investment Solutions 0.15% Add +25.3% 65,990 $7.3M
Gotham Asset Management 0.06% Add +29.4% 65,679 $7.2M
Cooper Financial Group 0.95% Reduce -0.5% 65,600 $7.2M
TCTC Holdings, LLC 0.25% Reduce -6.2% 65,295 $7.2M
ICICI Prudential Asset Management Co Ltd 0.92% Add +86.7% 64,600 $7.1M
Visionary Wealth Advisors 0.43% Add +7.3% 64,534 $7.1M
Snowden Capital Advisors LLC 0.23% Add +10.2% 64,211 $7.1M
Qsemble Capital Management, LP 0.75% Add +149.8% 63,923 $7.0M
Motley Fool Wealth Management, LLC 0.41% Reduce -0.1% 63,689 $7.0M
NewSquare Capital LLC 0.57% Add +0.1% 64,059 $7.0M
United Advisor Group, LLC 1.43% Add +2.8% 63,266 $7.0M
Hennessy Advisors Inc. 0.23% Add +301.3% 63,000 $6.9M
Oregon Public Employees Retirement Fund 0.13% Add +0.2% 62,804 $6.9M
Lee Danner & Bass Inc. 0.56% Add +6.8% 62,656 $6.9M
Shelton Capital Management 0.16% Add +15.8% 62,286 $6.9M
Oppenheimer & Co. Inc. 0.10% Add +8.9% 62,263 $6.8M
Lone Peak Global Investors LLC 1.40% New 62,032 $6.8M
Beacon Harbor Wealth Advisors, Inc. 1.58% Add +202.1% 61,755 $6.8M
Wealthcare Advisory Partners LLC 0.18% Add +6.3% 61,636 $6.8M
Rafferty Asset Management, LLC 0.03% Reduce -24.7% 61,631 $6.8M
Federation des caisses Desjardins du Quebec 0.03% Add +11.5% 61,517 $6.8M
First National Bank of Mount Dora, Trust Investment Services 1.65% Add +3.8% 61,290 $6.7M
Hendershot Investments Inc. 0.92% Reduce -16.1% 61,255 $6.7M
Candriam S.C.A. 0.04% Reduce -14.6% 60,934 $6.7M
B. Metzler seel. Sohn & Co. AG 0.07% Add +29.1% 60,749 $6.7M
Channing Capital Management, LLC 0.20% New 60,699 $6.7M
Argent Trust Co 0.27% Add +3.0% 60,414 $6.6M
Baker Avenue Asset Management, LP 0.21% Reduce -4.2% 60,361 $6.6M
Capital Management Corp. 1.15% Add +23.3% 60,311 $6.6M
Cullen Investment Group, LTD. 1.01% Add +553.7% 60,281 $6.6M
Ally Financial Inc. 0.74% No change 60,000 $6.6M
Romano Brothers and Company 0.85% Add +7.1% 59,857 $6.6M
Wesbanco Bank Inc. 0.23% Add +0.1% 59,304 $6.5M
Sigma Investment Counselors Inc. 0.40% Reduce -0.7% 59,258 $6.5M
Northwestern Mutual Wealth Management Co. 0.01% Add +16.2% 59,102 $6.5M
Clark & Stuart, Inc 4.73% Add +0.2% 59,028 $6.5M
Cibc World Market Inc. 0.01% Add +3.1% 58,981 $6.5M
Tufton Capital Management 1.24% Reduce -0.5% 58,571 $6.4M
Mizuho Securities USA LLC 0.14% Reduce -15.5% 58,561 $6.4M
Cresset Asset Management, LLC 0.03% Reduce -1.7% 58,117 $6.4M
Kestra Private Wealth Services, LLC 0.11% Reduce -27.1% 57,508 $6.3M
Glenview Trust Co 0.12% Reduce -0.7% 57,244 $6.3M
Viking Fund Management LLC 0.90% Add +42.5% 57,000 $6.3M
Level Four Advisory Services, LLC 0.26% Add +32.5% 56,928 $6.3M
Iowa State Bank 1.32% Reduce -4.1% 56,531 $6.2M
Teachers Retirement System of the State of Kentucky 0.06% Add +4.1% 56,481 $6.2M
Walleye Capital LLC 0.08% Reduce -82.6% 56,471 $6.2M
Lathrop Investment Management Co. 1.23% Reduce -3.4% 56,436 $6.2M
Noesis Capital Mangement Corp. 1.23% Reduce -4.8% 56,402 $6.2M
APG Asset Management N.V. 0.02% Add +42.1% 60,531 $6.2M
Atria Investments, Inc 0.08% Reduce -18.4% 55,535 $6.1M
Addenda Capital Inc. 0.22% Add +30.0% 55,239 $6.1M
Lynch & Associates 1.30% Reduce -2.3% 54,593 $6.0M
Verdence Capital Advisors LLC 0.46% Add +28.8% 54,554 $6.0M
Canal Capital Management, LLC 1.00% Add +33.0% 54,384 $6.0M
BLI - Banque de Luxembourg Investments 0.18% Reduce -31.1% 54,280 $5.9M
O'shaughnessy Asset Management, LLC 0.05% Add +30.2% 53,882 $5.9M
Prospera Financial Services Inc 0.14% Add +12.9% 53,802 $5.9M
Grace & White Inc. 1.14% No change 53,690 $5.9M
Nomura Holdings Inc. 0.03% Add +47.7% 53,426 $5.9M
Welch & Forbes LLC 0.08% Reduce -4.4% 53,411 $5.9M
Jane Street Group, LLC 0.01% Reduce -90.6% 52,915 $5.8M
Generali Asset Management SPA SGR 0.14% Add +8.8% 52,866 $5.8M
GAM Holding AG 0.45% Reduce -14.2% 52,847 $5.8M
Sompo Asset Management Co., Ltd. 1.07% Add +10.6% 52,606 $5.8M
Mutual Advisors, LLC 0.17% Add +57.6% 59,039 $5.8M
Eisler Capital Management Ltd. 0.17% Reduce -31.3% 52,584 $5.8M
Temasek Holdings (Private) Ltd 0.02% No change 52,248 $5.7M
Vanguard Personalized Indexing Management, LLC 0.08% Add +6.6% 52,145 $5.7M
NEOS Investment Management LLC 0.11% Add +23.9% 52,004 $5.7M
UniSuper Management Pty Ltd 0.04% Add +7.0% 51,662 $5.7M
Birch Capital Management, LLC 2.94% Add +8.0% 51,434 $5.7M
VestGen Advisors, LLC 0.26% — 51,413 $5.7M
MAI Capital Management 0.04% Reduce -15.3% 51,410 $5.7M
Kiltearn Partners LLP 1.07% New 51,200 $5.6M
Virtu Financial LLC 0.31% Add +0.2% 51,112 $5.6M
Linscomb Wealth, Inc. 0.28% Add +3.2% 51,096 $5.6M
Pinnacle Associates Ltd. 0.08% Reduce -28.8% 50,558 $5.6M
Skylands Capital, LLC 0.80% Add +24.7% 50,145 $5.5M
Naples Global Advisors, LLC 0.52% Add +4.4% 49,892 $5.5M
Kentucky Retirement Systems 0.17% Reduce -1.1% 49,787 $5.5M
CCM Investment Group, LLC 0.58% Add +19.2% 49,859 $5.5M
Resources Management Corp. /CT/ 0.76% Reduce -2.8% 49,439 $5.4M
PFG Investments, LLC 0.35% Add +3.0% 49,359 $5.4M
Texas Yale Capital Corp. 0.22% Reduce -3.0% 49,343 $5.4M
Advisory Services Network, LLC 0.10% Add +40.8% 48,842 $5.4M
Intellus Advisors LLC 0.94% Reduce -0.1% 48,659 $5.4M
Dupree Financial Group, LLC 2.30% New 48,512 $5.3M
Mairs & Power Inc. 0.06% Reduce -24.9% 48,467 $5.3M
Principal Securities, Inc. 0.12% Add +0.0% 42,255 $5.3M
Wealthfront Advisers LLC 0.01% Add +33.0% 48,351 $5.3M
Wbi Investments, LLC 1.39% Add +96.9% 48,011 $5.3M
Calydon Capital 0.98% Add +263.8% 47,672 $5.2M
Integrated Wealth Concepts LLC 0.06% Reduce -10.7% 47,417 $5.2M
Keystone Financial Planning, Inc. 1.55% No change 47,254 $5.2M
Koshinski Asset Management, Inc. 0.44% Add +0.9% 47,173 $5.2M
Fusion Capital, LLC 1.97% Add +33.3% 46,899 $5.2M
Neuberger Berman Group LLC 0.00% Reduce -49.0% 46,883 $5.2M
Concurrent Investment Advisors, LLC 0.13% Add +1.8% 46,847 $5.2M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -8.8% 46,827 $5.2M
Ironwood Investment Counsel, LLC 0.89% Add +14.3% 46,789 $5.1M
Woodstock Corp. 0.51% Add +11.8% 46,709 $5.1M
First National Bank of Omaha 0.35% Reduce -2.2% 46,647 $5.1M
Morgan Dempsey Capital Management LLC 2.12% Add +3.9% 46,195 $5.1M
Monte Financial Group, LLC 2.22% Add +82.5% 52,564 $5.1M
SteelPeak Wealth, LLC 0.21% Add +896.2% 45,627 $5.0M
Signaturefd, LLC 0.09% Add +4.1% 45,521 $5.0M
Wambolt & Associates, LLC 1.69% Reduce -0.3% 45,490 $5.0M
Apollon Wealth Management, LLC 0.11% Reduce -7.6% 44,868 $4.9M
AE Wealth Management LLC 0.04% Add +142.7% 44,827 $4.9M
Hartford Investment Management Co. 0.17% Reduce -1.0% 44,649 $4.9M
Hi-Line Capital Management, LLC 1.84% Add +2.1% 44,605 $4.9M
Rowlandmiller & Partners.adv 1.03% Add +7.2% 44,588 $4.9M
Columbia Asset Management 0.99% Add +11.0% 44,020 $4.8M
Nebula Research & Development LLC 0.45% New 43,823 $4.8M
Guyasuta Investment Advisors Inc. 0.32% Reduce -10.4% 43,806 $4.8M
Landscape Capital Management, L.L.C. 0.43% Reduce -20.5% 43,637 $4.8M
Achmea Investment Management B.V. 0.07% Add +29.0% 43,419 $4.8M
Community Bank, N.A. 0.64% Add +13.5% 43,205 $4.8M
HB Wealth Management, LLC 0.04% Add +10.2% 43,075 $4.7M
CX Institutional 0.18% Reduce -2.6% 43,013 $4.7M
Gulf International Bank (UK) Ltd 0.16% Reduce -23.2% 43,012 $4.7M
Eagle Rock Investment Company, LLC 0.81% Reduce -0.9% 42,965 $4.7M
Avantax Planning Partners, Inc. 0.17% Add +8.9% 42,455 $4.7M
Builder Investment Group Inc. 1.30% Reduce -2.6% 41,432 $4.6M
Ieq Capital, LLC 0.04% Add +824.4% 41,190 $4.5M
Waterfront Wealth Inc. 1.10% Reduce -0.0% 41,056 $4.5M
Iams Wealth Management, LLC 2.06% Add +6.3% 40,960 $4.5M
First National Trust Co 0.18% Reduce -4.4% 40,806 $4.5M
Adams Asset Advisors, LLC 0.63% No change 40,769 $4.5M
XML Financial, LLC 0.42% Reduce -2.0% 40,616 $4.5M
Eliot Finkel Investment Counsel, LLC 3.04% Add +7.9% 40,590 $4.5M
Good Life Advisors, LLC 0.31% Add +71.6% 40,321 $4.4M
Anchor Investment Management, LLC 0.41% Reduce -2.3% 40,173 $4.4M
Cary Street Partners Financial LLC 0.14% Add +14.1% 40,090 $4.4M
Boston Research & Management Inc. 1.08% Reduce -2.6% 39,952 $4.4M
Atria Wealth Solutions, Inc. 0.05% Reduce -9.4% 39,951 $4.4M
Summitry LLC 0.22% Add +17.9% 39,671 $4.4M
Norinchukin Bank, The 0.08% Add +15.8% 39,599 $4.4M
InvesTrust 1.19% Add +2.6% 39,583 $4.4M
Independent Advisor Alliance 0.14% Reduce -14.8% 39,387 $4.3M
Gilbert & Cook, Inc. 0.63% Reduce -24.5% 39,366 $4.3M
Louisiana State Employees Retirement System 0.09% No change 39,300 $4.3M
Tower Bridge Advisors 0.49% Reduce -0.9% 39,196 $4.3M
Murphy Pohlad Asset Management LLC 1.83% Add +42.8% 39,157 $4.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -22.8% 39,160 $4.3M
Sheaff Brock Investment Advisors, LLC 0.39% Add +1.0% 38,776 $4.3M
ARS Wealth Advisors Group, LLC 0.60% Add +8.3% 38,693 $4.3M
Securian Asset Management, Inc. 0.13% Reduce -1.6% 38,659 $4.3M
Edgestream Partners, L.P. 0.14% Add +44.6% 38,506 $4.2M
Huntington National Bank 0.04% Reduce -12.1% 38,217 $4.2M
Crossmark Global Holdings, Inc. 0.07% Reduce -1.3% 38,092 $4.2M
HBK Sorce Advisory LLC 0.12% Add +4.6% 38,053 $4.2M
EagleClaw Capital Managment, LLC 0.66% Add +0.3% 38,032 $4.2M
WCM Investment Management, LLC 0.01% Reduce -0.0% 37,623 $4.1M
Truvestments Capital LLC 0.89% Add +67.3% 37,363 $4.1M
Lowe Brockenbrough & Co. Inc. 0.27% Add +0.6% 37,329 $4.1M
Evercore Wealth Management, LLC 0.07% Reduce -40.1% 37,226 $4.1M
Intech Investment Management LLC 0.04% Add +10.2% 37,199 $4.1M
Capital Investment Counsel, Inc 0.61% Add +0.9% 37,184 $4.1M
Arkfeld Wealth Strategies, L.L.C. 1.77% New 40,983 $4.1M
Group One Trading LLC 0.17% Add +185.6% 37,116 $4.1M
Soltis Investment Advisors LLC 0.36% Add +17.4% 37,085 $4.1M
NorthCoast Asset Management LLC 0.02% Add +5.8% 37,076 $4.1M
Bridge Creek Capital Management LLC 1.28% Add +5.0% 37,045 $4.1M
Edmond DE Rothschild Holding S.A. 0.07% Reduce -6.6% 36,673 $4.0M
Dean Investment Associates, LLC 0.59% Add +31.0% 36,353 $4.0M
Inlet Private Wealth, LLC 1.03% Add +2.7% 36,103 $4.0M
CMG Global Holdings, LLC 2.59% Reduce -4.8% 40,097 $4.0M
Inspire Trust Co, N.A. 0.94% Add +28.6% 36,000 $4.0M
Bcwm, LLC 1.37% New 35,962 $4.0M
Stolper Co 1.29% Add +0.3% 35,672 $3.9M
Bristlecone Advisors, LLC 0.32% Add +13.0% 35,590 $3.9M
Vinva Investment Management Ltd 0.16% Reduce -0.4% 35,683 $3.9M
Commerce Bank 0.02% Add +6.7% 35,452 $3.9M
Savant Capital, LLC 0.03% Reduce -37.9% 35,296 $3.9M
Siemens Fonds Invest GmbH 0.27% Add +0.5% 35,275 $3.9M
Pinkerton Wealth, LLC 0.50% Add +12.6% 34,870 $3.8M
Fisher Funds Management LTD 0.09% No change 34,731 $3.8M
PDS Planning, Inc 0.32% Add +0.2% 34,649 $3.8M
Bank of New Hampshire 0.99% Reduce -2.8% 34,557 $3.8M
Commonwealth Retirement Investments LLC 1.54% Add +20.7% 34,304 $3.8M
Y-Intercept (Hong Kong) Ltd 0.25% Add +174.0% 34,201 $3.8M
New Mexico Educational Retirement Board 0.13% Reduce -2.3% 34,162 $3.8M
Advisory Alpha, LLC 0.13% Add +31.6% 34,144 $3.8M
Valley Wealth Managers, Inc. 0.28% Add +91.2% 34,136 $3.8M
Palouse Capital Management, Inc. 2.56% Add +103.0% 34,096 $3.8M
Maryland State Retirement & Pension System 0.09% Reduce -13.7% 34,088 $3.7M
Hourglass Capital, LLC 0.98% Add +11.1% 33,955 $3.7M
Capital Investment Advisory Services, LLC 0.33% Add +68.4% 33,696 $3.7M
Vestmark Advisory Solutions, Inc. 0.10% Add +75.1% 33,674 $3.7M
Butensky & Cohen Financial Security, Inc. 1.13% Add +10.4% 33,567 $3.7M
Northwest Bancshares, Inc. 0.68% Add +6.1% 33,533 $3.7M
Redmond Asset Management, LLC 0.95% Add +9.3% 33,449 $3.7M
CW Advisors, LLC 0.04% Add +209.1% 32,759 $3.6M
Fieldview Capital Management, LLC 0.51% New 33,113 $3.6M
Bragg Financial Advisors, Inc 0.15% Reduce -3.6% 33,005 $3.6M
Borer Denton & Associates, Inc. 1.28% Reduce -7.4% 32,986 $3.6M
SummitTX Capital, L.P. 0.16% — 32,810 $3.6M
Spire Wealth Management 0.11% Add +194.5% 32,604 $3.6M
Sky Investment Group LLC 0.68% Reduce -3.6% 32,554 $3.6M
Penn Davis McFarland Inc. 0.42% Reduce -0.7% 32,360 $3.6M
Kingsview Wealth Management, LLC 0.07% Add +55.4% 32,205 $3.5M
Cornerstone Advisors, LLC 0.15% No change 32,100 $3.5M
Rench Wealth Management, Inc. 1.22% Add +1.2% 32,012 $3.5M
Riverview Capital Advisers, LLC 1.11% Reduce -17.7% 32,011 $3.5M
M&G PLC 0.02% Reduce -8.3% 31,988 $3.5M
TD Private Client Wealth LLC 0.10% Add +142.7% 31,957 $3.5M
Benin Management CORP 1.00% Add +12.7% 31,918 $3.5M
Sciencast Management LP 0.81% Add +32.0% 31,918 $3.5M
Daiichi Life Insurance Co., Ltd. 0.10% Reduce -2.5% 31,715 $3.5M
E. Ohman J:or Asset Management AB 0.09% Reduce -4.2% 31,635 $3.5M
Metis Global Partners, LLC 0.10% Add +0.6% 31,387 $3.5M
North Star Investment Management Corp. 0.25% Reduce -11.4% 31,372 $3.5M
Brooks, Moore & Associates, Inc. 1.94% Add +0.8% 31,305 $3.4M
Zions Bancorporation, National Association 0.21% — 30,881 $3.4M
MainStreet Investment Advisors LLC 0.49% Reduce -2.5% 30,704 $3.4M
EP Wealth Advisors, LLC 0.03% Add +1.5% 30,666 $3.4M
Summit Financial, LLC 0.09% Add +27.7% 30,627 $3.4M
MassMutual Private Wealth & Trust, FSB 0.10% Reduce -1.7% 30,535 $3.4M
Garland Capital Management Inc. 3.12% Reduce -12.3% 30,265 $3.3M
Elo Mutual Pension Insurance Co 0.07% Reduce -54.9% 30,171 $3.3M
JB Capital LLC 0.18% New 30,105 $3.3M
William Allan Corp 2.07% Add +3.0% 30,068 $3.3M
Culbertson A N & Co. Inc. 0.52% Add +5.1% 29,876 $3.3M
GLOBALT Investments LLC / GA 0.13% Add +0.1% 29,770 $3.3M
Kesler, Norman & Wride, LLC 0.62% Reduce -1.2% 29,757 $3.3M
Wealthedge Investment Advisors, LLC 1.48% Add +35.5% 29,747 $3.3M
Monarch Capital Management Inc. 0.91% Add +9.4% 29,745 $3.3M
Farmers National Bank 0.90% Add +2.8% 29,031 $3.2M
Prime Capital Investment Advisors, LLC 0.04% Add +111.4% 28,855 $3.2M
OneDigital Investment Advisors LLC 0.04% Reduce -12.9% 28,795 $3.2M
Wolverine Asset Management LLC 0.24% Add +331.9% 28,772 $3.2M
Cohen Klingenstein LLC 0.11% Reduce -1.0% 28,769 $3.2M
Albion Financial Group 0.22% Reduce -27.6% 28,694 $3.2M
Bleakley Financial Group, LLC 0.10% Reduce -16.3% 28,449 $3.1M
Hilltop Holdings Inc. 0.20% Add +53.6% 28,445 $3.1M
Klingenstein Fields & Co. LP 0.13% Reduce -0.5% 28,198 $3.1M
Perigon Wealth Management, LLC 0.08% Add +0.9% 28,195 $3.1M
Ilex Capital Partners (UK) LLP 0.13% New 28,150 $3.1M
Quadrature Capital Ltd 0.07% New 27,990 $3.1M
Signature Wealth Management Group 1.20% Add +6.8% 27,986 $3.1M
Inspire Advisors, LLC 0.35% New 27,770 $3.1M
Arkadios Wealth Advisors 0.12% Add +58.5% 27,692 $3.0M
Tocqueville Asset Management L.P. 0.05% Reduce -48.7% 27,630 $3.0M
Interval Partners, LP 0.11% Reduce -95.8% 27,607 $3.0M
Beacon Financial Group 0.33% Reduce -2.1% 27,463 $3.0M
Argyle Capital Management, LLC 1.12% Add +3.7% 27,405 $3.0M
Ethic Inc. 0.06% Add +4.4% 27,535 $3.0M
Atwater Malick LLC 1.02% Add +11.7% 27,287 $3.0M
FIL Ltd 0.00% Reduce -16.8% 27,263 $3.0M
Farmers & Merchants Investments Inc. 0.10% Reduce -3.7% 27,189 $3.0M
Mediolanum International Funds Ltd 0.04% Reduce -13.6% 27,157 $3.0M
Clearstead Advisors, LLC 0.05% Add +62.5% 26,999 $3.0M
Pine Valley Investments Ltd Liability Co 0.19% Reduce -2.7% 26,956 $3.0M
TD Waterhouse Canada Inc. 0.02% Add +7.5% 27,091 $3.0M
Horrell Capital Management, Inc. 1.23% Add +0.7% 26,830 $3.0M
Northwest & Ethical Investments L.P. 0.08% Reduce -44.1% 26,808 $2.9M
Vision Capital Management, Inc. 0.42% Add +13.6% 26,782 $2.9M
LongView Wealth Management 0.88% Add +0.1% 26,773 $2.9M
Opus Investment Management Inc. 2.09% No change 26,600 $2.9M
Kera Capital Partners, Inc. 0.87% Add +3.6% 26,483 $2.9M
Dorsey & Whitney Trust CO LLC 0.17% Reduce -15.0% 26,386 $2.9M
Acadian Asset Management LLC 0.01% Add +4.8% 26,372 $2.9M
Brookmont Capital Management 1.63% Reduce -3.4% 26,258 $2.9M
Providence Capital Advisors, LLC 0.60% Add +0.9% 26,256 $2.9M
Agf Management Ltd. 0.02% Add +9.3% 26,181 $2.9M
KMG Fiduciary Partners, LLC 0.24% Reduce -29.4% 26,175 $2.9M
Vident Advisory, LLC 0.04% Add +31.7% 26,142 $2.9M
Trilogy Capital Inc. 0.15% Add +10.9% 26,094 $2.9M
OMERS ADMINISTRATION Corp 0.03% Reduce -14.1% 26,064 $2.9M
McDonald Partners LLC 0.75% Add +6.5% 26,000 $2.9M
Stanley-Laman Group, Ltd. 0.44% Add +13.8% 26,029 $2.9M
Motco 0.30% Reduce -7.3% 26,014 $2.9M
Morton Community Bank 0.74% Add +71.7% 25,805 $2.8M
Doheny Asset Management 2.21% New 25,709 $2.8M
Portfolio Design Labs, LLC 0.58% New 25,708 $2.8M
Meiji Yasuda Asset Management Co Ltd. 0.11% Reduce -1.3% 25,594 $2.8M
Griffin Asset Management, Inc. 0.34% Reduce -48.3% 25,549 $2.8M
Cypress Wealth Services, LLC 0.57% Add +4.5% 25,453 $2.8M
Jump Financial, LLC 0.04% Add +254.6% 25,439 $2.8M
Bourne Lent Asset Management Inc. 1.20% Reduce -1.0% 25,408 $2.8M
NewEdge Wealth, LLC 0.05% Add +8.7% 25,339 $2.8M
Investment House LLC 0.16% Reduce -6.1% 25,268 $2.8M
Mather Group, Llc. 0.03% Reduce -5.2% 25,244 $2.8M
Empirical Finance, LLC 0.17% Add +1.7% 25,116 $2.8M
Natural Investments, LLC 0.78% Reduce -1.4% 25,036 $2.8M
Rodgers Brothers Inc. 0.37% Add +167.1% 24,985 $2.7M
PYA Waltman Capital, LLC 0.86% Add +29.5% 24,955 $2.7M
Total Clarity Wealth Management, Inc. 0.89% No change 21,731 $2.7M
Cullen/Frost Bankers, Inc. 0.04% Reduce -34.7% 24,783 $2.7M
Independent Investors Inc. 0.58% Reduce -0.0% 24,650 $2.7M
Moss Adams Wealth Advisors LLC 0.28% Add +0.0% 24,580 $2.7M
Element Capital Management LLC 0.67% New 24,567 $2.7M
Venture Visionary Partners LLC 0.11% Add +84.0% 24,514 $2.7M
AG2R La Mondiale Gestion D'actifs 0.15% — 27,462 $2.7M
Barnes Dennig Private Wealth Management LLC 4.03% — 24,223 $2.7M
Valeo Financial Advisors, LLC 0.07% Reduce -6.2% 24,215 $2.7M
United Asset Strategies, Inc. 0.25% Add +8.5% 24,174 $2.7M
HighPoint Advisor Group LLC 0.15% Reduce -4.2% 27,373 $2.6M
Pavion Blue Capital, LLC 1.26% Reduce -0.3% 24,003 $2.6M
UMB Bank, n.a. 0.04% Reduce -8.8% 24,002 $2.6M
Tower Research Capital LLC (TRC) 0.08% Reduce -47.5% 23,955 $2.6M
Bokf, NA 0.05% Reduce -3.2% 23,716 $2.6M
Leonteq Securities AG 0.20% Add +107.9% 23,647 $2.6M
Cardinal Capital Management 0.40% Add +5.7% 23,654 $2.6M
SAM Advisors, LLC 0.97% Add +2.8% 23,527 $2.6M
Whittier Trust Co. 0.04% Reduce -19.9% 23,459 $2.6M
ProVise Management Group, LLC 0.22% Add +3.1% 23,261 $2.6M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.2% 23,261 $2.6M
Ascent Group, LLC 0.11% New 23,181 $2.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.03% Reduce -71.8% 23,108 $2.5M
Schonfeld Strategic Advisors LLC 0.02% Reduce -97.2% 22,961 $2.5M
Tilson Financial Group, Inc. 1.00% Reduce -0.1% 22,894 $2.5M
Keating Investment Counselors Inc. 0.76% Add +17.7% 22,891 $2.5M
Towne Trust Company, N.A 0.88% Reduce -3.5% 22,837 $2.5M
Alkeme Wealth, LLC 1.13% Add +9.9% 22,823 $2.5M
QTR Family Wealth, LLC 1.89% — 22,751 $2.5M
Jacobi Capital Management LLC 0.18% Add +2.8% 22,700 $2.5M
Maven Securities LTD 0.54% Add +429.8% 22,600 $2.5M
Woodley Farra Manion Portfolio Management Inc. 0.12% Add +2.7% 22,467 $2.5M
Two Sigma Securities, LLC 0.38% Add +408.9% 22,447 $2.5M
Horan Capital Advisors, LLC. 0.83% Add +0.3% 22,445 $2.5M
Am Investment Strategies LLC 0.60% Add +7.1% 22,345 $2.5M
Washington Trust Advisors, Inc. 0.22% Reduce -77.3% 22,294 $2.5M
Old Port Advisors 0.73% Reduce -0.4% 22,262 $2.4M
Stock Yards Bank & Trust Co. 0.09% Reduce -9.9% 22,141 $2.4M
Chiron Capital Management, LLC 2.21% New 22,072 $2.4M
Virginia Wealth Management Group, Inc. 1.49% Add +6.0% 21,985 $2.4M
Sovereign Financial Group, Inc. 0.56% Reduce -0.6% 21,972 $2.4M
Ashton Thomas Private Wealth, LLC 0.09% Add +2.2% 21,956 $2.4M
Leelyn Smith, LLC 0.43% Add +4.1% 21,927 $2.4M
Anderson Hoagland & Co. 0.29% No change 26,186 $2.4M
Jensen Investment Management Inc. 0.03% Reduce -4.4% 21,870 $2.4M
Perkins Coie Trust Co 0.54% Add +10.9% 21,724 $2.4M
Catherine Avery Investment Management LLC 2.14% Reduce -1.2% 21,681 $2.4M
Arete Wealth Advisors, LLC 0.18% Add +39.5% 21,632 $2.4M
Cohen Investment Advisors LLC 1.38% Add +13.8% 21,616 $2.4M
Laurel Wealth Advisors LLC 0.37% Add +9.9% 21,549 $2.4M
Dynamic Advisor Solutions LLC 0.08% New 21,543 $2.4M
Integrity Alliance, Llc. 0.09% Add +137.5% 21,522 $2.4M
Brady Family Wealth, LLC 0.76% Reduce -6.7% 21,462 $2.4M
Miller Howard Investments Inc. 0.08% Add +6.3% 21,456 $2.4M
Tokio Marine Asset Management Co. Ltd. 0.09% Add +9.6% 21,384 $2.4M
Praxis Investment Management Inc. 0.16% No change 21,350 $2.3M
Sawyer & Company, Inc 0.94% Reduce -2.7% 21,241 $2.3M
Kentucky Retirement Systems Insurance Trust Fund 0.17% Reduce -16.2% 21,205 $2.3M
Bonness Enterprises Inc. 0.76% No change 21,150 $2.3M
Schulhoff & Co. Inc. 1.03% Reduce -3.6% 21,140 $2.3M
Slagle Financial, LLC 1.03% Add +0.7% 21,053 $2.3M
Americana Partners, LLC 0.09% Add +8.4% 21,027 $2.3M
Frank, Rimerman Advisors LLC 0.18% Reduce -28.5% 21,026 $2.3M
Pure Financial Advisors, LLC 0.05% Add +12.8% 20,800 $2.3M
Independence Bank of Kentucky 0.36% Reduce -1.3% 20,782 $2.3M
Point Windward Advisors Inc. 0.92% Add +0.2% 20,781 $2.3M
GWN Securities Inc. 0.13% Add +1123.3% 22,741 $2.3M
Islay Capital Management, LLC 1.55% New 20,771 $2.3M
Tritonpoint Wealth, LLC 0.22% Reduce -67.7% 20,707 $2.3M
Investment Management Corp of Ontario 0.05% New 20,676 $2.3M
Birch Hill Investment Advisors LLC 0.11% Reduce -46.3% 20,561 $2.3M
Bailard, Inc. 0.06% Reduce -14.4% 20,439 $2.2M
Heritage Trust Co 0.27% Reduce -4.9% 20,378 $2.2M
Sagespring Wealth Partners, LLC 0.06% Reduce -4.2% 20,241 $2.2M
Highland Capital Management, LLC 0.13% Reduce -1.6% 20,241 $2.2M
Drucker Wealth 3.0, LLC 0.49% Add +0.1% 20,157 $2.2M
Royal Fund Management, LLC 0.26% Reduce -22.2% 20,131 $2.2M
Blue Trust, Inc. 0.03% Add +34.1% 20,129 $2.2M
Nicholas Hoffman & Company, LLC. 0.08% Add +26.0% 20,045 $2.2M
Advanced Asset Management Advisors Inc 0.60% No change 20,000 $2.2M
SkyOak Wealth, LLC 0.48% Add +4.7% 19,984 $2.2M
Oak Thistle LLC 0.44% New 19,981 $2.2M
Wilmington Savings Fund Society, FSB 0.04% Reduce -11.0% 19,943 $2.2M
Park Avenue Securities LLC 0.03% Add +15.7% 19,878 $2.2M
Forte Capital LLC 0.26% Add +106.0% 19,822 $2.2M
World Investment Advisors 0.06% Add +1.0% 19,818 $2.2M
Focus Partners Advisor Solutions, LLC 0.03% Add +24.9% 19,680 $2.2M
Summit X, LLC 0.46% Add +93.5% 19,677 $2.2M
Measured Risk Portfolios, Inc. 2.32% Add +10.9% 19,638 $2.2M
Glass Wealth Management Co LLC 1.30% Reduce -9.9% 19,630 $2.2M
Peloton Wealth Strategists 0.92% Reduce -12.4% 19,631 $2.2M
McDaniel Terry & Co. 0.19% Reduce -26.8% 19,592 $2.2M
Optimist Retirement Group LLC 1.08% Add +212.4% 19,530 $2.1M
Shorepoint Capital Partners LLC 0.49% Add +1.5% 19,504 $2.1M
Savoie Capital LLC 0.25% No change 16,928 $2.1M
Twin Tree Management, LP 0.05% Reduce -66.5% 19,325 $2.1M
Harvest Investment Services, LLC 0.59% Reduce -0.0% 19,297 $2.1M
Lecap Asset Management Ltd. 0.49% Add +7.8% 19,236 $2.1M
Atlantic Union Bankshares Corp 0.13% Reduce -7.8% 19,181 $2.1M
Portside Wealth Group, LLC 0.34% Add +32.1% 19,070 $2.1M
Pitcairn Co. 0.13% Reduce -13.6% 19,054 $2.1M
Wahed Invest LLC 0.36% Add +3.4% 19,030 $2.1M
GHP Investment Advisors, Inc. 0.10% Add +3.0% 19,024 $2.1M
Rehmann Capital Advisory Group 0.13% Add +16.9% 18,903 $2.1M
Marks Group Wealth Management, Inc 0.20% Add +1.4% 18,890 $2.1M
Cox Capital Mgt LLC 1.51% Add +22.8% 18,782 $2.1M
OV Management LLC 0.96% Add +37.0% 18,662 $2.1M
Cordgrass Capital Advisors, LLC 0.58% No change 18,573 $2.0M
Miller Financial Services LLC 2.93% Add +6.9% 18,543 $2.0M
Daymark Wealth Partners, LLC 0.09% Reduce -15.0% 18,525 $2.0M
StoneX Group Inc. 0.11% Reduce -3.8% 18,475 $2.0M
Alberta Investment Management Corp 0.01% Reduce -60.9% 18,400 $2.0M
Arnhold LLC 0.20% No change 18,370 $2.0M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -9.4% 18,255 $2.0M
Courier Capital LLC 0.13% Reduce -4.1% 18,224 $2.0M
Pathway Financial Advisers, LLC 0.69% Add +7.0% 18,177 $2.0M
Fulton Bank, N.A. 0.08% Reduce -2.3% 18,141 $2.0M
Kingswood Wealth Advisors, LLC 0.18% Add +3.7% 18,090 $2.0M
Aspire Private Capital, LLC 0.49% Reduce -0.0% 18,045 $2.0M
Wedbush Securities Inc. 0.07% Add +23.3% 17,971 $2.0M
Zullo Investment Group, Inc. 0.85% Add +2.6% 17,941 $2.0M
Mitchell & Pahl Private Wealth, LLC 0.92% Add +7.1% 17,927 $2.0M
Marion Wealth Management 0.53% No change 17,896 $2.0M
Lombard Odier Asset Management (Switzerland) SA 0.11% Add +75.5% 17,859 $2.0M
TrueMark Investments, LLC 0.51% Reduce -51.6% 17,858 $2.0M
Groupama Asset Managment 0.04% Add +176.4% 17,845 $2.0M
Kennon-Green & Company, LLC 1.59% Add +1.2% 17,766 $2.0M
Sculati Wealth Management, LLC 0.79% Add +5.7% 17,745 $2.0M
Hantz Financial Services, Inc. 0.03% Reduce -2.8% 17,682 $1.9M
Perpetual Ltd 0.02% Add +69.6% 17,657 $1.9M
Moors & Cabot, Inc. 0.10% Reduce -0.5% 17,600 $1.9M
Trust Co. of Vermont 0.10% Reduce -4.5% 17,582 $1.9M
Boomfish Wealth Group, LLC 1.25% Add +0.1% 17,493 $1.9M
Machina Capital S.A.S. 0.56% New 17,317 $1.9M
NBT Bank, N.A. 0.14% Reduce -6.2% 17,187 $1.9M
Sovereign's Capital Management, LLC 1.12% Add +8.2% 17,096 $1.9M
Searle & Co. 0.54% Add +14.6% 17,045 $1.9M
Beacon Investment Advisors LLC 0.88% Add +1.5% 17,013 $1.9M
Foundations Investment Advisors, LLC 0.03% Reduce -0.4% 17,001 $1.9M
Vaughan Nelson Investment Management, L.P. 0.02% No change 16,940 $1.9M
Redwood Investment Management, LLC 0.20% Add +34.2% 16,912 $1.9M
DHJJ Financial Advisors, Ltd. 0.75% No change 16,905 $1.9M
Paralel Advisors LLC 0.08% No change 16,894 $1.9M
Koss-Olinger Consulting, LLC 0.16% New 16,887 $1.9M
Venturi Wealth Management, LLC 0.10% Add +20.8% 16,848 $1.9M
Harbour Investment Management LLC 0.84% Add +12.2% 16,839 $1.9M
Sigma Planning Corp 0.06% Add +21.3% 16,832 $1.9M
Quintet Private Bank (Europe) S.A. 0.11% Add +0.9% 16,733 $1.8M
Miller Investment Management, LP 0.20% Reduce -0.9% 16,707 $1.8M
Dynamic Technology Lab Private Ltd 0.27% Add +252.4% 16,670 $1.8M
Lantz Financial LLC 0.50% Reduce -0.9% 16,649 $1.8M
Mengis Capital Management, Inc. 0.38% Reduce -0.9% 16,606 $1.8M
Voleon Capital Management LP 0.14% Add +30.3% 16,427 $1.8M
Point72 (DIFC) Ltd 0.17% Add +53.2% 16,427 $1.8M
Sage Mountain Advisors LLC 0.13% Add +8.0% 16,391 $1.8M
Auto-Owners Insurance Co 0.05% Reduce -56.1% 5,400 $1.8M
Carmel Capital Partners, LLC 0.71% Add +5.2% 16,333 $1.8M
Millennium Capital Advisors, LLC 1.31% Reduce -6.5% 16,186 $1.8M
Martin Capital Partners, LLC 2.13% Reduce -2.1% 16,160 $1.8M
Parallel Advisors, LLC 0.04% Reduce -1.6% 16,152 $1.8M
Boyar Asset Management Inc. 1.28% Reduce -8.4% 16,059 $1.8M
Groupe la Francaise 0.04% Reduce -15.4% 16,050 $1.8M
Maltin Wealth Management, Inc. 0.83% Reduce -13.1% 16,029 $1.8M
Neville Rodie & Shaw Inc. 0.14% Add +0.8% 15,997 $1.8M
Generali Investments CEE, investicni spolecnost, a.s. 0.16% Add +37.9% 16,000 $1.8M
Arvest Bank Trust Division 0.11% Reduce -0.3% 15,978 $1.8M
Harvest Portfolios Group Inc. 0.05% Add +23.7% 15,881 $1.7M
CFC Planning Co LLC 1.90% Add +26.4% 15,769 $1.7M
Phoenix Financial Ltd. 0.03% Add +192.4% 15,698 $1.7M
Cladis Investment Advisory, LLC 1.25% Add +30.8% 15,716 $1.7M
Kintegral Advisory, LLC 0.17% Reduce -0.3% 15,690 $1.7M
V-Square Quantitative Management LLC 0.25% Add +1.4% 15,677 $1.7M
Auxier Asset Management LLC 0.26% Add +2.0% 15,675 $1.7M
Palisade Asset Management, LLC 0.18% Reduce -0.6% 15,651 $1.7M
Norris Financial Group, LLC 0.80% Add +377.4% 15,586 $1.7M
Radnor Capital Management, LLC 0.29% No change 15,553 $1.7M
Fifth Third Wealth Advisors LLC 0.09% Add +12.9% 15,549 $1.7M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -77.2% 15,379 $1.7M
Capital Fund Management S.A. 0.02% Reduce -95.5% 15,352 $1.7M
Citizens Financial Group Inc. 0.03% Reduce -2.8% 15,278 $1.7M
Sepio Capital, LP 0.13% Reduce -14.7% 15,226 $1.7M
Compound Planning, Inc. 0.08% Add +37.1% 15,215 $1.7M
Allstate Corp. 0.05% Reduce -30.0% 15,196 $1.7M
Equitable Holdings, Inc. 0.02% Add +72.1% 15,188 $1.7M
Te Ahumairangi Investment Management Ltd 0.35% Reduce -1.6% 15,186 $1.7M
Ontario Teachers Pension Plan Board 0.03% Add +71.9% 15,177 $1.7M
Sterneck Capital Management, LLC 0.90% Add +17.7% 15,108 $1.7M
Horizon Investments, LLC 0.05% Add +4.3% 15,066 $1.7M
Rice Partnership, LLC 0.34% No change 15,039 $1.7M
American Assets Investment Management, LLC 0.14% No change 15,000 $1.6M
CreativeOne Wealth, LLC 0.05% Add +3.1% 14,875 $1.6M
Baxter Bros Inc. 0.21% Reduce -10.2% 14,838 $1.6M
Rwa Wealth Partners, LLC 0.02% Reduce -81.8% 14,836 $1.6M
Ignite Planners, LLC 0.32% Add +311.9% 17,245 $1.6M
Silvercrest Asset Management Group LLC 0.01% Add +4.3% 14,831 $1.6M
Orca Investment Management, LLC 1.63% Reduce -2.0% 14,814 $1.6M
Argent Advisors, Inc. 0.54% Add +25.6% 14,764 $1.6M
Cherokee Insurance Co 0.72% Add +11.3% 14,750 $1.6M
Ridgewood Investments LLC 0.75% Add +7.7% 14,671 $1.6M
MFG Wealth Management, Inc. 1.54% New 14,668 $1.6M
Tiaa Trust, National Association 0.01% Reduce -1.8% 14,658 $1.6M
Harvest Investment Advisors, LLC 1.16% Add +27.0% 14,632 $1.6M
Ancora Advisors LLC 0.04% Add +216.0% 14,544 $1.6M
Ceera Investments, LLC 0.55% Add +28.5% 14,523 $1.6M
Spinnaker Trust 0.10% Reduce -15.3% 14,514 $1.6M
Jefferies Financial Group Inc. 0.03% Add +69.2% 14,507 $1.6M
Steel Grove Capital Advisors, LLC 0.24% Add +454.8% 14,480 $1.6M
Corbyn Investment Management Inc. 0.74% Add +4.1% 14,477 $1.6M
Addison Capital Co 0.62% Reduce -2.2% 14,470 $1.6M
Probity Advisors, Inc. 0.31% Add +23.1% 14,456 $1.6M
Headinvest, LLC 0.31% Reduce -5.3% 14,380 $1.6M
Tradition Wealth Management, LLC 0.14% Add +2.6% 14,339 $1.6M
Ables, Iannone, Moore & Associates, Inc. 1.07% Add +15.0% 14,302 $1.6M
Clean Yield Group 0.51% Reduce -1.9% 14,190 $1.6M
Richard Bernstein Advisors LLC 0.04% Reduce -3.0% 14,156 $1.6M
Accordant Advisory Group Inc 1.52% Reduce -2.3% 14,128 $1.6M
Caldwell Trust Co 0.17% Reduce -4.8% 14,128 $1.6M
Consolidated Portfolio Review Corp 0.25% Add +72.4% 14,128 $1.6M
GM Advisory Group, LLC 0.08% New 14,116 $1.6M
Charter Research & Investment Group, Inc. 1.18% Reduce -4.9% 14,075 $1.5M
Avidian Wealth Enterprises, LLC 0.07% Reduce -3.6% 13,915 $1.5M
Hudson Canyon Capital Management 1.08% Add +1.8% 13,900 $1.5M
Capital Square, LLC 0.90% Add +88.5% 13,861 $1.5M
Independent Financial Group, LLC 0.05% Add +13.7% 13,845 $1.5M
Balyasny Asset Management L.P. 0.00% Reduce -96.1% 13,824 $1.5M
Bessemer Group Inc. 0.00% Reduce -62.2% 13,774 $1.5M
Safe Harbor Fiduciary, LLC 1.56% Reduce -2.2% 13,736 $1.5M
Kestra Investment Management, LLC 0.03% Add +43.7% 13,734 $1.5M
Coppell Advisory Solutions LLC 0.21% Reduce -4.0% 15,613 $1.5M
Banco Santander, S.A. 0.02% Reduce -3.5% 13,692 $1.5M
Quadrant Capital Group LLC 0.06% Add +302.9% 13,680 $1.5M
Trust Co. of Toledo NA 0.20% Reduce -2.4% 13,618 $1.5M
Waller Financial Planning Group, Inc. 0.42% No change 13,594 $1.5M
Certuity, LLC 0.16% Add +0.6% 13,592 $1.5M
Vestcor Inc 0.05% Reduce -0.5% 13,531 $1.5M
Exencial Wealth Advisors, LLC 0.06% Reduce -2.0% 13,459 $1.5M
Abc Arbitrage SA 0.27% New 13,446 $1.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Reduce -82.2% 13,383 $1.5M
Brighton Jones LLC 0.05% Add +10.3% 13,376 $1.5M
Sunbelt Securities, Inc. 0.13% Reduce -21.1% 13,350 $1.5M
Weaver C. Barksdale & Associates, Inc. 1.41% Reduce -2.3% 13,338 $1.5M
Rockland Trust Co. 0.07% Add +9.0% 13,316 $1.5M
Aptus Capital Advisors, LLC 0.02% Reduce -3.0% 13,306 $1.5M
Bowen Hanes & Co. Inc. 0.04% Reduce -30.5% 13,291 $1.5M
Resonant Capital Advisors, LLC 0.10% Add +20.2% 13,290 $1.5M
Alerus Financial NA 0.12% Reduce -1.7% 13,274 $1.5M
Pallas Capital Advisors LLC 0.06% Add +83.6% 13,261 $1.5M
HF Advisory Group, LLC 0.64% Add +27.9% 13,236 $1.5M
Horst & Graben Wealth Management LLC 0.26% Reduce -0.3% 13,216 $1.5M
New England Research & Management, Inc. 0.74% Reduce -6.9% 13,170 $1.4M
Integrated Advisors Network LLC 0.07% Reduce -9.6% 13,109 $1.4M
Azzad Asset Management Inc. 0.17% New 13,106 $1.4M
Douglass Winthrop Advisors, LLC 0.03% Reduce -0.3% 13,090 $1.4M
Garner Asset Management Corp 0.63% Reduce -4.7% 13,042 $1.4M
Cordatus Wealth Management LLC 0.39% Add +5.3% 13,022 $1.4M
JLB & Associates Inc. 0.20% Reduce -18.2% 13,011 $1.4M
Plimoth Trust Co. LLC 0.37% Reduce -18.1% 12,977 $1.4M
Econ Financial Services Corp 0.76% Reduce -21.5% 12,970 $1.4M
Banque Cantonale Vaudoise 0.06% — 12,946 $1.4M
Mufg Securities Americas Inc. 0.17% Add +19.9% 12,946 $1.4M
Ballentine Partners, LLC 0.02% Add +5.0% 12,913 $1.4M
Kerusso Capital Management LLC 0.90% Add +2.6% 12,899 $1.4M
Atlanta Consulting Group Advisors, LLC 0.41% Add +0.1% 12,852 $1.4M
Aster Capital Management (DIFC) Ltd 0.26% Add +811.4% 11,848 $1.4M
Mesirow Financial Investment Management, Inc. 0.03% Reduce -50.3% 12,783 $1.4M
Mechanics Bank Trust Department 0.19% Add +24.9% 12,757 $1.4M
Ostrum Asset Management 0.07% Reduce -1.6% 12,716 $1.4M
Flavin Financial Services, Inc. 1.29% Add +7.9% 12,708 $1.4M
Simplicity Wealth,LLC 0.11% Add +136.4% 12,664 $1.4M
Bridgefront Capital, LLC 0.40% Add +476.5% 12,625 $1.4M
Donoghue Forlines LLC 0.44% New 12,623 $1.4M
Northeast Investment Management 0.06% Reduce -55.7% 12,606 $1.4M
Inceptionr LLC 0.41% Add +515.8% 12,599 $1.4M
Hennion & Walsh Asset Management, Inc. 0.06% Reduce -2.6% 12,596 $1.4M
Dakota Wealth Management 0.03% Add +19.4% 12,525 $1.4M
Xcel Wealth Management, LLC 0.43% Add +1.5% 12,472 $1.4M
Cornerstone Wealth Management, LLC 0.09% Add +24.3% 12,454 $1.4M
Farther Finance Advisors, LLC 0.03% Add +24.8% 12,527 $1.4M
Canandaigua National Bank & Trust Co. 0.14% Add +81.1% 12,430 $1.4M
Fort Washington Investment Advisors Inc. 0.01% Add +4.2% 12,420 $1.4M
Carnegie Investment Counsel 0.03% Add +26.3% 13,909 $1.4M
IHT Wealth Management, LLC 0.04% Add +2.4% 12,400 $1.4M
Level Financial Advisors 0.46% No change 12,382 $1.4M
NFJ Investment Group, LLC 0.05% Reduce -4.5% 12,367 $1.4M
Cypress Capital Group 0.18% Reduce -9.4% 12,353 $1.4M
Modern Wealth Management, LLC 0.04% Add +13.1% 12,326 $1.4M
Long Run Wealth Advisors, LLC 0.31% New 12,280 $1.4M
Wolff Wiese Magana LLC 0.92% Add +3254.4% 12,277 $1.4M
Westpac Banking Corp. 0.10% Add +134.0% 12,273 $1.3M
Carson Advisory Inc. 0.91% Add +0.4% 12,260 $1.3M
Crowley Wealth Management, Inc. 1.28% Reduce -6.5% 12,259 $1.3M
Excalibur Management Corp. 0.53% Add +3.2% 12,211 $1.3M
iA Global Asset Management Inc. 0.02% Add +82.1% 12,204 $1.3M
Rossmore Private Capital 0.17% Reduce -3.2% 12,188 $1.3M
Johnson Investment Counsel Inc. 0.01% Reduce -4.7% 12,144 $1.3M
Stiles Financial Services Inc 0.51% Add +1.0% 12,107 $1.3M
Davis R M Inc. 0.03% Add +3.9% 12,013 $1.3M
Arax Advisory Partners 0.08% Reduce -39.0% 11,977 $1.3M
Great Valley Advisor Group, Inc. 0.03% Reduce -4.9% 11,924 $1.3M
Harbour Investments, Inc. 0.04% Reduce -5.1% 11,868 $1.3M
Gifford Fong Associates 0.32% No change 11,800 $1.3M
McKinley Carter Wealth Services, Inc. 0.08% Add +6.3% 11,787 $1.3M
Central Pacific Bank - Trust Division 0.19% Reduce -6.9% 11,758 $1.3M
Caption Management, LLC 0.06% New 11,750 $1.3M
Optimum Investment Advisors 0.61% Reduce -2.5% 11,734 $1.3M
Hexagon Capital Partners LLC 0.24% Reduce -3.4% 11,722 $1.3M
Aull & Monroe Investment Management Corp 0.64% Reduce -1.5% 11,655 $1.3M
Park National Corp. 0.05% Reduce -7.4% 11,615 $1.3M
Beverly Hills Private Wealth, LLC 0.25% Add +1.2% 11,576 $1.3M
Teamwork Financial Advisors, LLC 0.18% Add +18.1% 11,567 $1.3M
Meridian Wealth Management, LLC 0.06% Add +20.1% 11,560 $1.3M
Watts Gwilliam & Co., LLC 0.28% Add +58.8% 11,540 $1.3M
Madison Asset Management, LLC 0.01% Reduce -84.1% 11,522 $1.3M
Harmony Asset Management LLC 0.53% Add +169.4% 11,499 $1.3M
Ossiam 0.02% Reduce -0.3% 11,448 $1.3M
Summit Global Investments 0.09% Reduce -85.0% 11,445 $1.3M
First Dallas Securities Inc. 0.52% Add +0.9% 11,421 $1.3M
Navalign, LLC 0.36% New 11,398 $1.3M
Monetary Management Group Inc. 0.34% Add +1811.2% 11,391 $1.3M
Montag A & Associates Inc. 0.06% No change 11,377 $1.3M
Mission Wealth Management, LP 0.03% Add +2.4% 11,374 $1.3M
Quilter Plc 0.03% No change 11,338 $1.2M
NorthRock Partners, LLC 0.04% Reduce -10.1% 11,319 $1.2M
Legacy Advisors, LLC 0.13% Reduce -4.4% 11,286 $1.2M
Alpine Woods Capital Investors, LLC 0.31% New 11,269 $1.2M
Los Angeles Capital Management LLC 0.01% Reduce -83.0% 11,254 $1.2M
Hedges Asset Management LLC 0.81% No change 11,200 $1.2M
Investors Research Corp 0.27% Add +3.1% 11,175 $1.2M
Keystone Financial Group 0.13% Add +5.4% 11,338 $1.2M
Lanark Financial, Inc. 0.10% — 11,164 $1.2M
First National Advisers, LLC 0.20% Reduce -13.5% 11,118 $1.2M
Morningstar Investment Services LLC 0.22% Reduce -55.0% 11,107 $1.2M
Beacon Financial Advisory LLC 0.37% Reduce -15.2% 11,071 $1.2M
Roundview Capital LLC 0.09% Reduce -3.5% 11,058 $1.2M
Bradley Foster & Sargent Inc. 0.02% Add +3.6% 11,020 $1.2M
Castlekeep Investment Advisors LLC 0.62% Add +19.5% 10,961 $1.2M
Mgo One Seven LLC 0.05% Reduce -5.9% 10,940 $1.2M
Arvest Investments, Inc. 0.19% Reduce -4.7% 10,918 $1.2M
Fiduciary Group, LLC 0.12% Add +3.6% 10,860 $1.2M
Jaffetilchin Investment Partners, LLC 0.09% Add +231.4% 10,859 $1.2M
Financial Advocates Investment Management 0.08% Add +12.7% 10,851 $1.2M
Northeast Financial Consultants Inc 0.05% Reduce -2.1% 10,846 $1.2M
L. Roy Papp & Associates, LLP 0.15% Reduce -38.2% 10,841 $1.2M
Legacy Financial Advisors, Inc. 0.20% Reduce -2.0% 10,830 $1.2M
GTS Securities LLC 0.05% Add +174.2% 10,772 $1.2M
Texas Bank & Trust Co 0.50% Reduce -0.8% 10,694 $1.2M
Anb Bank 0.53% Add +1.4% 10,692 $1.2M
Greenwood Capital Associates LLC 0.16% Add +94.1% 10,676 $1.2M
Dymon Asia Capital (singapore) Pte. LTD. 0.94% New 10,675 $1.2M
Cascade Investment Advisors, Inc. 0.79% New 10,620 $1.2M
Twin Lakes Capital Management, LLC 0.78% Add +1.3% 10,560 $1.2M
Coldstream Capital Management Inc. 0.02% Reduce -12.6% 10,553 $1.2M
Abner Herrman & Brock LLC 0.15% Reduce -2.0% 10,550 $1.2M
Magnetar Financial LLC 0.02% New 10,536 $1.2M
Prudential PLC 0.01% Reduce -64.3% 10,514 $1.2M
Vermillion & White Wealth Management Group, LLC 0.83% No change 10,485 $1.2M
Cornercap Investment Counsel Inc. 0.60% Reduce -1.4% 10,465 $1.2M
Twin City Private Wealth, LLC 1.01% Add +12.5% 10,464 $1.2M
Intrua Financial, LLC 0.18% Reduce -9.3% 10,446 $1.1M
Curbstone Financial Management Corp 0.24% Add +6.8% 10,332 $1.1M
Secured Retirement Advisors, LLC 0.73% New 10,297 $1.1M
Greenline Partners, LLC 0.16% Add +0.0% 10,268 $1.1M
LaFleur & Godfrey LLC 0.15% Add +64.5% 10,242 $1.1M
Klein Pavlis & Peasley Financial, Inc. 0.80% Add +15.6% 10,178 $1.1M
Carnegie Lake Advisors LLC 0.45% Add +43.8% 10,072 $1.1M
Strategic Blueprint, LLC 0.06% Add +30.4% 10,045 $1.1M
Buck Wealth Strategies, LLC 0.20% Add +87.5% 10,034 $1.1M
Littlejohn Financial Services, Inc. 0.87% New 10,022 $1.1M
Greenleaf Trust 0.01% Reduce -17.3% 10,001 $1.1M
Cora Capital Advisors LLC 0.53% Add +0.2% 9,974 $1.1M
Hurley Capital, LLC 0.83% New 9,892 $1.1M
Massar Capital Management, LP 1.30% New 9,867 $1.1M
Copia Wealth Management 1.00% No change 9,846 $1.1M
Matrix Trust Co 0.18% Add +1.4% 9,766 $1.1M
North Star Asset Management Inc. 0.05% Reduce -18.1% 9,747 $1.1M
Larson Financial Group LLC 0.05% Add +18.6% 9,746 $1.1M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -85.5% 9,724 $1.1M
AIA Group Ltd 0.03% Add +177.4% 9,722 $1.1M
Meeder Advisory Services, Inc. 0.06% Reduce -3.0% 9,715 $1.1M
Strategic Equity Management 0.45% No change 9,688 $1.1M
KPP Advisory Services LLC 0.20% New 9,671 $1.1M
Institute for Wealth Management, LLC. 0.14% Reduce -5.6% 9,659 $1.1M
Goldstone Financial Group, LLC 0.16% Add +0.0% 9,654 $1.1M
Woodline Partners LP 0.01% Reduce -56.1% 9,640 $1.1M
Zuckerman Investment Group, LLC 0.11% Add +26.2% 9,638 $1.1M
Point72 Hong Kong Ltd 0.08% New 9,596 $1.1M
Oarsman Capital, Inc. 0.19% Add +1088.9% 9,499 $1.0M
Godshalk Welsh Capital Management, Inc. 0.68% Reduce -2.6% 9,487 $1.0M
Precedent Wealth Partners, LLC 0.29% Add +43.2% 9,487 $1.0M
Savvy Advisors, Inc. 0.10% Add +264.9% 9,484 $1.0M
ForthRight Wealth Management, LLC 0.35% Reduce -0.4% 9,442 $1.0M
Essex Financial Services, Inc. 0.07% Add +38.3% 9,415 $1.0M
Kondo Wealth Advisors, Inc. 0.51% Reduce -5.3% 9,409 $1.0M
Octavia Wealth Advisors, LLC 0.13% Add +17.5% 9,397 $1.0M
Voya Financial Advisors, Inc. 0.11% Add +3.4% 9,325 $1.0M
Potomac Fund Management Inc. 0.45% Add +11.8% 10,585 $1.0M
Agate Pass Investment Management, LLC 0.43% Add +93.0% 9,235 $1.0M
Procyon Advisors, LLC 0.06% Reduce -4.0% 9,235 $1.0M
Washburn Capital Management, Inc. 0.67% New 9,220 $1.0M
CENTRAL TRUST Co 0.02% Add +0.9% 9,185 $1.0M
Geneos Wealth Management Inc. 0.03% Add +4.4% 9,144 $1.0M
Houlihan Financial Resource Group, Ltd. 0.45% Reduce -1.1% 9,130 $1.0M
Comprehensive Financial Consultants Institutional, Inc. 0.36% Add +21.2% 9,066 $997K
RFG Advisory, LLC 0.03% Reduce -29.9% 9,042 $995K
Mitchell Sinkler & Starr 0.28% Reduce -1.1% 9,037 $994K
PFC Capital Group, Inc. 0.50% Reduce -2.9% 9,001 $990K
Clear Creek Financial Management, LLC 0.10% Add +16.5% 8,991 $989K
Loudon Investment Management, LLC 0.56% Reduce -19.5% 8,985 $988K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.40% Reduce -4.5% 10,377 $978K
CoreCap Advisors, LLC 0.04% Reduce -11.2% 8,871 $976K
ARK Investment Management 0.01% Reduce -6.9% 8,863 $975K
Western Wealth Management, LLC 0.06% Reduce -3.9% 8,815 $970K
Berkeley Capital Partners, LLC 0.27% Add +132.6% 8,787 $966K
Flputnam Investment Management Co. 0.02% Reduce -44.6% 8,745 $962K
Applied Capital LLC 0.77% Reduce -0.2% 8,714 $958K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.38% Reduce -28.9% 8,685 $955K
Beese Fulmer Investment Management, Inc. 0.08% Reduce -0.1% 8,645 $951K
LS Investment Advisors, LLC 0.15% Add +76.9% 8,640 $950K
GC Wealth Management RIA, LLC 0.17% Reduce -10.0% 8,623 $948K
Alpha Cubed Investments, LLC 0.04% Add +1.0% 8,617 $948K
Csenge Advisory Group 0.05% Add +62.4% 9,825 $947K
Clark Capital Management Group, Inc. 0.01% Reduce -25.1% 8,561 $942K
Intellectus Partners, LLC 0.23% Add +6.2% 8,528 $938K
Insigneo Advisory Services, LLC 0.10% Add +12.8% 8,509 $936K
IFP Advisors, Inc 0.03% Add +7.2% 8,504 $935K
Longfellow Investment Management Co. LLC 0.23% No change 8,467 $931K
L.M. Kohn & Company 0.24% Reduce -21.2% 8,449 $929K
Vest Financial, LLC 0.01% Add +73.5% 8,436 $928K
Aberdeen Wealth Management LLC 0.64% Add +0.1% 8,381 $922K
Advance Capital Management, Inc. 0.04% Add +0.4% 8,365 $920K
Amplius Wealth Advisors, LLC 0.10% Add +6.6% 8,329 $916K
Bayforest Capital Ltd 0.40% Add +1539.2% 8,327 $916K
SageView Advisory Group, LLC 0.04% Add +0.5% 8,278 $911K
Abundance Wealth Counselors 0.19% Add +40.3% 8,276 $910K
Opinicus Capital, Inc. 0.80% Add +4.5% 8,268 $909K
Ted Buchan & Co 0.43% Add +7.1% 8,256 $908K
NTV Asset Management LLC 0.12% Add +150.5% 8,251 $908K
1248 Management, LLC 0.39% Add +352.0% 8,218 $904K
Diversified Trust Co. 0.02% Reduce -12.4% 8,204 $902K
SouthState Bank Corp 0.04% Reduce -1.8% 8,179 $900K
Advanced Portfolio Management, LLC 1.81% New 8,176 $899K
Aurdan Capital Management, LLC 0.34% Reduce -50.4% 8,171 $899K
Icon Wealth Advisors, LLC 0.07% Reduce -38.8% 8,167 $898K
Berkshire Asset Management LLC 0.04% Add +57.1% 9,251 $897K
Bard Financial Services, Inc. 0.11% Add +138.0% 8,150 $896K
Ameritas Advisory Services, LLC 0.04% Reduce -86.9% 7,652 $896K
Delta Financial Group, Inc. 0.20% Reduce -11.9% 7,670 $888K
Investors Asset Management of Georgia Inc. /Ga/ 0.45% Add +9.3% 8,072 $888K
Supplemental Annuity Collective Trust of NJ 0.28% No change 8,000 $880K
Friedenthal Financial 0.52% New 7,986 $878K
MSH Capital Advisors LLC 0.27% Reduce -1.9% 7,973 $877K
Corundum Group, Inc. 0.42% Reduce -3.9% 7,942 $874K
Total Wealth Planning & Management, Inc. 0.89% Add +28.3% 7,927 $872K
Mork Capital Management, LLC 0.68% No change 7,900 $869K
SOA Wealth Advisors, LLC. 0.18% Add +0.1% 7,897 $869K
Purkiss Capital Advisors LLC 0.65% No change 7,858 $864K
Hudson Bay Capital Management LP 0.01% Reduce -94.5% 7,855 $864K
First Citizens Bank & Trust Co. 0.02% Add +0.5% 7,811 $859K
TFG Advisers LLC 0.31% Reduce -0.0% 7,799 $858K
Roberts Glore & Co. Inc. 0.26% Add +20.6% 7,792 $857K
Stratos Investment Management, LLC 0.05% Add +21.9% 7,789 $857K
Legacy Capital Wealth Partners, LLC 0.21% Add +71.0% 7,776 $855K
Wright Investors Service Inc. 0.28% Reduce -26.6% 7,757 $853K
King Wealth Management Group 0.13% Add +274.9% 7,746 $852K
City Holding Co. 0.12% Reduce -5.8% 7,689 $846K
Trillium Asset Management, LLC 0.02% Reduce -92.4% 7,683 $845K
Heritage Wealth Management, Inc. 0.29% Reduce -14.3% 7,638 $840K
Axxcess Wealth Management, LLC 0.02% Reduce -37.9% 7,620 $838K
Wellington Shields & Co., LLC 0.26% Add +38.3% 7,585 $834K
Eldridge Investment Advisors, Inc. 0.19% Reduce -1.6% 7,572 $833K
TCV Trust & Wealth Management, Inc. 0.08% Add +1.4% 7,544 $830K
Wolff Financial Management LLC 0.23% Add +0.1% 7,538 $829K
Taylor Financial Group, Inc. 0.58% Add +48.0% 7,525 $828K
Roehl & Yi Investment Advisors, LLC 0.45% Add +9.8% 7,500 $825K
Petrus Trust Company, LTA 0.08% Add +41.0% 7,487 $823K
Trustmark Bank Trust Department 0.06% Reduce -29.6% 7,480 $823K
Norway Savings Bank 0.47% Reduce -2.8% 7,477 $822K
Old National Bancorp 0.02% Reduce -0.6% 7,427 $817K
Profund Advisors LLC 0.04% Reduce -4.5% 7,413 $815K
Strategic Advisors LLC 0.16% Reduce -12.4% 7,377 $811K
Bigelow Investment Advisors, LLC 0.39% Reduce -0.2% 7,374 $811K
Taylor Hoffman Capital Management LLC 0.30% No change 7,403 $809K
Cigna Investments Inc. 0.15% Reduce -0.8% 7,345 $808K
CRA Financial Services, LLC 0.14% Reduce -3.8% 7,297 $803K
Emerald Advisors, LLC 0.11% Add +17.1% 7,292 $802K
Galvin, Gaustad & Stein, LLC 0.07% Reduce -7.4% 7,255 $798K
Eaton Financial Holdings Company, LLC 0.33% No change 7,253 $798K
Harrington Investments, INC 0.45% Add +0.7% 7,242 $797K
Tobam 0.34% Add +586.7% 7,197 $792K
Dark Forest Capital Management LP 0.04% Add +7.1% 7,189 $791K
Ameritas Investment Partners, Inc. 0.03% Reduce -2.1% 7,182 $790K
Belpointe Asset Management LLC 0.04% Reduce -22.1% 7,171 $789K
American Trust Investment Advisors, LLC 0.33% Add +33.8% 7,160 $788K
Norden Group LLC 0.09% Add +20.7% 7,154 $787K
O'Keefe Stevens Advisory, Inc. 0.26% Add +30.8% 7,154 $787K
Gallagher Fiduciary Advisors, LLC 0.03% Add +2.8% 7,149 $786K
Nations Financial Group Inc, /Ia/ 0.06% Reduce -4.1% 7,144 $786K
Pinnacle West Asset Management, Inc. 0.57% Add +1.3% 7,140 $785K
Silvant Capital Management LLC 0.04% No change 7,129 $784K
Colonial Trust Co / SC 0.12% Reduce -1.8% 7,100 $781K
United Community Bank 0.29% Add +2.2% 7,084 $779K
Azimuth Capital Investment Management LLC 0.03% Reduce -71.9% 7,075 $778K
Hunter Associates Investment Management LLC 0.12% Reduce -27.9% 7,060 $775K
Alpha Omega Wealth Management LLC 0.15% Add +2.5% 7,040 $774K
Noble Family Wealth, LLC 0.21% No change 7,030 $773K
Hartford Financial Management Inc. 0.16% No change 7,000 $770K
Belmont Capital, LLC 0.14% No change 7,000 $770K
Richard W. Paul & Associates, LLC 0.30% Reduce -4.7% 6,985 $768K
Balboa Wealth Partners 0.19% Reduce -2.4% 6,976 $767K
Howard Capital Management, LLC 0.02% Reduce -3.4% 6,937 $763K
Whittier Trust Co. of Nevada Inc. 0.02% Reduce -9.7% 6,922 $761K
Crescent Grove Advisors, LLC 0.08% Reduce -7.6% 6,918 $761K
Aviance Capital Partners, LLC 0.11% Add +6.3% 6,914 $760K
Eagle Bluffs Wealth Management LLC 0.40% Add +9.3% 6,902 $759K
Wealth Alliance, LLC 0.09% Add +1.4% 6,898 $759K
Fortis Advisors, LLC 0.49% Add +0.2% 6,893 $758K
Numerai GP LLC 0.14% Reduce -12.1% 6,884 $757K
Graham Capital Management, L.P. 0.04% New 6,881 $757K
Bluespring Wealth Management, LLC 0.08% Reduce -1.2% 6,868 $755K
Cannell & Spears LLC 0.02% Add +0.4% 6,859 $754K
R.H. Dinel Investment Counsel, Inc. 0.51% No change 6,850 $753K
Raab & Moskowitz Asset Management LLC 0.19% Add +47.7% 6,805 $748K
Regal Investment Advisors LLC 0.06% Reduce -41.4% 6,784 $746K
Raleigh Capital Management Inc. 0.34% Reduce -5.3% 6,776 $745K
Future Financial Wealth Managment LLC 0.55% Add +32.8% 6,775 $745K
Midland Wealth Advisors, LLC 0.04% Reduce -11.8% 6,768 $744K
Formidable Asset Management, LLC 0.12% Add +0.6% 6,763 $744K
Gleason Group, Inc. 0.13% Add +1.4% 6,751 $743K
AIMZ Investment Advisors, LLC 0.26% No change 6,750 $742K
Diligent Investors, LLC 0.18% Add +0.3% 6,739 $741K
Blueshift Asset Management, LLC 0.29% Reduce -22.0% 6,735 $741K
Cidel Asset Management Inc. 0.05% Add +9.9% 6,725 $740K
One Capital Management, LLC 0.03% New 6,708 $738K
Capital Advisors Inc. 0.01% Add +1.4% 6,707 $738K
Southeast Asset Advisors, LLC 0.09% Add +42.5% 6,705 $737K
Pensionfund Sabic 0.22% Reduce -9.5% 6,700 $737K
Mattern Capital Management, LLC 0.09% Reduce -68.1% 6,696 $736K
Fox Run Management, L.L.C. 0.11% Add +187.7% 6,660 $733K
Prevail Innovative Wealth Advisors, LLC 0.19% Add +176.1% 6,653 $732K
Marino, Stram & Associates LLC 0.16% Add +3.9% 6,645 $731K
Patriot Financial Group Insurance Agency, LLC 0.10% Add +18.8% 6,635 $730K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -4.1% 6,633 $730K
Brandes Investment Partners, LP 0.01% Reduce -1.2% 6,626 $729K
LM Advisors LLC 0.13% Add +0.2% 6,596 $725K
Centaurus Financial, Inc. 0.04% Add +24.7% 6,586 $724K
Principle Wealth Partners LLC 0.05% Reduce -0.2% 6,580 $724K
Intrust Bank NA 0.07% Add +9.2% 6,567 $722K
GAMMA Investing LLC 0.05% Add +0.7% 6,542 $720K
AlphaQuest LLC 0.08% Add +182.9% 6,530 $718K
DeDora Capital, Inc. 0.21% Add +3.4% 6,519 $717K
Callan Family Office, LLC 0.05% Reduce -23.0% 6,436 $708K
Pinnacle Wealth Management Advisory Group, LLC 0.07% Reduce -19.9% 6,410 $705K
Twin Capital Management Inc. 0.08% Reduce -64.2% 6,403 $704K
Alan B Lancz & Associates, Inc. 0.75% No change 6,370 $701K
Keynote Financial Services LLC 0.50% Add +71.3% 6,337 $697K
Private Wealth Asset Management, LLC 0.10% — 6,326 $696K
Cobblestone Capital Advisors LLC 0.04% Add +207.9% 6,266 $689K
First Bank & Trust 0.13% Reduce -7.2% 6,263 $689K
Equitable Trust Co. 0.04% Add +27.0% 6,262 $689K
Maridea Wealth Management LLC 0.22% New 6,248 $687K
Private Trust Co. NA 0.07% Add +19.9% 6,227 $685K
Erste Asset Management GmbH 0.01% Reduce -19.0% 6,215 $682K
Wealth Management Partners, LLC 0.32% Add +2.8% 6,184 $680K
Mendel Money Management 0.32% Add +3.8% 6,178 $680K
Balentine LLC 0.03% New 6,164 $678K
Marex Group Ltd 0.01% Reduce -68.9% 6,161 $678K
Ausdal Financial Partners, Inc. 0.05% Add +20.4% 6,149 $676K
Main Street Financial Solutions, LLC 0.06% Add +33.5% 6,138 $675K
Smartleaf Asset Management LLC 0.07% Add +2.3% 6,154 $675K
Studio Investment Management LLC 0.14% Add +17.8% 6,132 $674K
Brown, Lisle/Cummings, Inc. 0.20% Add +26.5% 6,115 $673K
Gsa Capital Partners LLP 0.06% Add +98.7% 6,111 $672K
Marks Wealth, LLC 0.25% New 6,083 $669K
Court Place Advisors, LLC 0.22% Reduce -6.6% 6,080 $669K
HM Payson & Co. 0.01% Add +70.0% 6,048 $665K
Boothbay Fund Management, LLC 0.02% New 6,044 $665K
Weaver Capital Management LLC 0.18% Reduce -0.5% 6,040 $664K
Manske Wealth Management 0.25% Add +12.1% 6,037 $664K
Hodges Capital Management Inc. 0.07% Add +15.9% 6,012 $661K
Tradewinds Capital Management, LLC 0.18% Reduce -0.7% 6,000 $660K
Rovin Capital /Ut/ 0.21% Add +25.8% 5,984 $658K
Richwood Investment Advisors, LLC 0.56% Reduce -4.1% 5,974 $657K
NorthCrest Asset Manangement, LLC 0.02% Add +46.0% 5,934 $653K
Symphony Financial, Ltd. Co. 0.39% Add +6.1% 6,694 $652K
Palisade Capital Management, LP 0.02% Add +0.8% 5,925 $652K
Rothschild Investment LLC 0.04% Reduce -3.8% 5,908 $650K
Journey Strategic Wealth LLC 0.02% Add +55.5% 5,897 $649K
Strait & Sound Wealth Management LLC 0.30% New 5,874 $646K
RPS Advisory Solutions LLC 0.46% Add +5.1% 5,867 $645K
CenterStar Asset Management, LLC 0.92% New 5,855 $644K
Joel Isaacson & Co., LLC 0.03% Add +5.0% 5,854 $644K
Harbour Trust & Investment Management Co 0.08% Reduce -17.7% 5,843 $643K
Founders Financial Alliance, LLC 0.16% Add +13.6% 5,826 $641K
Syntax Research, Inc. 0.44% Add +19.9% 5,823 $641K
AMG National Trust Bank 0.02% Reduce -26.2% 5,822 $640K
IFG Advisory, LLC 0.04% Add +2.0% 5,810 $639K
Essex Bank 0.16% Reduce -5.8% 5,795 $637K
Mystic Asset Management, Inc. 0.17% Add +29.9% 5,757 $633K
Sonora Investment Management Group, LLC 0.05% Add +44.9% 5,752 $633K
Mayflower Financial Advisors, LLC 0.10% Add +6.8% 5,748 $632K
Sandy Spring Bank 0.03% Reduce -45.4% 5,736 $631K
Fortress Financial Group, LLC 0.63% Add +14.2% 5,734 $631K
SeaCrest Wealth Management, LLC 0.07% Add +6.0% 5,718 $629K
Brown Capital Management LLC 0.02% Reduce -19.7% 5,701 $627K
Pinnacle Wealth Management Group, Inc. 0.44% Reduce -37.7% 5,700 $627K
Absher Wealth Management, LLC 0.08% Add +9.6% 5,696 $627K
Guidance Capital, Inc. 0.19% Reduce -13.4% 6,481 $625K
Robertson Stephens Wealth Management, LLC 0.02% Add +4.8% 5,671 $624K
Gallacher Capital Management LLC 0.30% New 5,641 $620K
Darwin Wealth Management, LLC 0.21% No change 4,908 $619K
Blue Chip Partners, LLC 0.05% Reduce -14.9% 5,620 $618K
Bison Wealth, LLC 0.06% New 6,472 $617K
AssuredPartners Investment Advisors, LLC 0.12% Reduce -6.6% 5,589 $615K
1ST Source Bank 0.04% Add +2.1% 5,548 $610K
HUB Investment Partners, LLC 0.02% Add +3.3% 5,504 $605K
Forum Financial Management, LP 0.01% Add +29.2% 5,482 $603K
Confluence Wealth Services, Inc. 0.04% Reduce -5.9% 6,189 $602K
Clear Harbor Asset Management, LLC 0.05% New 5,431 $597K
Fiduciary Trust Co 0.01% Reduce -21.0% 5,431 $597K
Investor's Fiduciary Advisor Network, LLC 0.28% Reduce -8.3% 5,428 $597K
Meiji Yasuda Life Insurance Co 0.01% Reduce -4.4% 5,404 $594K
Forge Financial Services LLC 0.52% No change 5,400 $594K
Denali Advisors LLC 0.07% New 5,400 $594K
Lincoln Capital LLC 0.12% Reduce -5.2% 6,113 $592K
Choate Investment Advisors 0.01% Add +3.9% 5,378 $592K
Caisse de depot et placement du Quebec 0.00% New 5,363 $590K
OneAscent Financial Services LLC 0.04% Add +108.6% 5,362 $588K
Bangor Savings Bank 0.06% Reduce -5.6% 5,312 $584K
Acropolis Investment Management, LLC 0.03% Reduce -7.1% 5,305 $583K
Sylvest Advisors, LLC 0.36% Add +41.9% 5,290 $582K
Community Trust & Investment Co. 0.04% Reduce -1.2% 5,283 $581K
Checchi Capital Advisers, LLC 0.04% Reduce -3.3% 5,273 $580K
Stoneridge Investment Partners LLC 0.49% Reduce -60.0% 5,256 $578K
Westover Capital Advisors, LLC 0.13% Reduce -3.0% 5,255 $578K
Capital International Sarl 0.01% Add +57.4% 5,252 $578K
Parsons Capital Management Inc. 0.03% Reduce -8.1% 5,241 $576K
Grey Ledge Advisors, LLC 0.15% Reduce -48.4% 5,238 $576K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% No change 5,235 $576K
Sig Brokerage, LP 0.17% New 5,233 $576K
Gladstone Institutional Advisory LLC 0.03% Reduce -1.6% 5,227 $575K
Byrne Asset Management LLC 0.50% Add +7.4% 5,210 $573K
Hamel Associates, Inc. 0.19% Reduce -54.4% 5,210 $573K
W.G. Shaheen & Associates DBA Whitney & Co 0.06% No change 5,204 $572K
Virtue Capital Management, LLC 0.07% Add +5.6% 5,186 $572K
Sumitomo Life Insurance Co. 0.02% Reduce -56.3% 5,178 $570K
Kanawha Capital Management LLC 0.04% Add +0.3% 5,176 $569K
VAUGHAN & Co SECURITIES, INC. 0.35% New 5,161 $568K
Moloney Securities Asset Management, LLC 0.08% Reduce -17.9% 5,145 $566K
Ar Asset Management Inc. 0.13% No change 5,100 $561K
Silver Oak Securities, Incorporated 0.05% Add +42.8% 5,098 $559K
Schechter Investment Advisors, LLC 0.05% Reduce -9.4% 5,067 $557K
Minot DeBlois Advisors LLC 0.56% Reduce -1.0% 5,065 $557K
San Luis Wealth Advisors LLC 0.13% Reduce -13.8% 5,444 $557K
Oxford Asset Management LLP 0.26% Add +66.8% 5,059 $556K
Legacy Capital Group California, Inc. 0.19% Reduce -0.9% 5,057 $556K
Discipline Wealth Solutions, LLC 0.27% No change 5,053 $556K
Howland Capital Management LLC 0.02% Reduce -16.6% 5,047 $555K
Wealth Advisory Solutions, LLC 0.15% Add +0.3% 5,040 $554K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.09% Add +20.4% 5,037 $554K
Chicago Capital, LLC 0.02% Add +7.1% 5,026 $553K
Panagora Asset Management Inc. 0.00% No change 5,021 $552K
Cetera Trust Company, N.A 0.35% Reduce -1.3% 5,014 $551K
Stonebridge Financial Group, LLC 0.06% Reduce -3.6% 5,001 $550K
Autumn Glory Partners, LLC 0.27% New 5,000 $550K
Hapanowicz & Associates Financial Services, Inc 0.30% No change 4,964 $546K
Plato Investment Management Ltd 0.05% Add +76.6% 4,889 $544K
Keudell/Morrison Wealth Management 0.13% Add +15.9% 4,942 $544K
Patrick M Sweeney & Associates, Inc. 0.41% Add +0.0% 4,933 $543K
Leavell Investment Management, Inc. 0.03% Reduce -6.4% 4,915 $541K
Fourpath Capital Management, LLC 0.09% Reduce -1.3% 4,911 $540K
Kovack Advisors, Inc. 0.06% Reduce -2.1% 4,890 $538K
Coign Capital Advisors LLC 0.41% Add +5.4% 4,868 $535K
Narwhal Capital Management 0.05% New 4,848 $533K
Occudo Quantitative Strategies LP 0.07% Reduce -89.7% 4,862 $533K
Elevated Capital Advisors, LLC 0.15% Reduce -0.3% 4,843 $533K
First Horizon Advisors, Inc. 0.01% Reduce -2.0% 4,841 $533K
McAdam, LLC 0.03% Reduce -5.7% 4,842 $533K
Sherbrooke Park Advisers LLC 0.25% New 4,841 $532K
Transcend Capital Advisors, LLC 0.04% Add +15.5% 4,832 $531K
Ingalls & Snyder LLC 0.02% Reduce -1.0% 4,821 $530K
VeraBank, N.A. 0.15% Reduce -2.0% 4,814 $529K
CMT Capital Markets Trading GmbH 0.22% Reduce -59.0% 4,800 $528K
Advisors Management Group Inc. 0.11% Add +0.0% 4,793 $527K
Balefire, LLC 0.18% Add +18.2% 4,780 $526K
Kenora Financial, LLC 0.22% Reduce -33.8% 4,771 $525K
RFG - Bristol Wealth Advisors, LLC 0.18% Reduce -34.4% 4,759 $523K
N.E.W. Advisory Services LLC 0.04% Add +9.3% 4,744 $522K
United Bank 0.07% Reduce -94.3% 4,732 $520K
Parvin Asset Management, LLC 0.58% Add +17.6% 4,726 $520K
Silver Coast Investments LLC 0.20% Add +6.7% 4,722 $519K
Brady Martz Wealth Solutions, LLC 0.12% Reduce -2.2% 4,718 $519K
Quadcap Wealth Management, LLC 0.08% Add +0.6% 4,710 $518K
Versant Capital Management, Inc 0.09% Add +31.0% 4,693 $516K
Brown Miller Wealth Management, LLC 0.18% Reduce -57.7% 4,687 $516K
Focus Financial Network, Inc. 0.02% Reduce -1.2% 4,673 $514K
MQS Management LLC 0.29% New 4,656 $512K
Northstar Group, Inc. 0.09% Reduce -3.4% 4,654 $512K
Annex Advisory Services, LLC 0.01% Add +1.4% 4,651 $512K
Solitude Financial Services 0.20% Reduce -3.1% 4,650 $511K
Blackston Financial Advisory Group, LLC 0.35% Reduce -5.1% 4,635 $510K
Deseret Mutual Benefit Administrators 0.25% Add +6.0% 4,634 $510K
Archer Investment Corp 0.13% Add +33.6% 4,624 $509K
Sittner & Nelson, LLC 0.22% Add +11.8% 4,620 $508K
City State Bank 0.17% Reduce -0.8% 4,612 $507K
J Hagan Capital, Inc. 0.41% — 4,010 $506K
Cohen Capital Management, Inc. 0.09% No change 4,585 $504K
Tradewinds, LLC. 0.14% Add +0.2% 4,584 $504K
Flagship Harbor Advisors, LLC 0.03% Add +61.0% 4,566 $502K
apricus wealth, LLC 0.30% Reduce -1.2% 4,554 $501K
Hutner Capital Management Inc. 0.21% Reduce -13.3% 4,552 $501K
Archford Capital Strategies, LLC 0.07% Reduce -12.6% 4,547 $500K
Community Bank & Trust, Waco, Texas 0.12% Reduce -1.9% 4,538 $499K
Wealth Alliance Advisory Group, LLC 0.10% Add +7.8% 4,533 $499K
Ritholtz Wealth Management 0.01% Add +95.1% 4,531 $498K
Simon Quick Advisors, LLC 0.03% Add +11.1% 4,516 $497K
Encompass More Asset Management 0.15% Add +117.9% 4,514 $496K
Capital Analysts, LLC 0.02% Reduce -12.7% 4,511 $496K
Moody National Bank Trust Division 0.05% Reduce -0.5% 4,501 $495K
Buttonwood Financial Advisors Inc. 0.22% Reduce -4.1% 4,499 $495K
CFS Investment Advisory Services, LLC 0.04% Reduce -1.3% 4,494 $494K
CI Investments Inc. 0.00% Reduce -3.9% 4,471 $492K
WestHill Financial Advisors, Inc. 0.11% Add +0.0% 4,457 $490K
Global Assets Advisory, LLC 0.09% Add +61.2% 4,884 $490K
RDA Financial Network 0.15% Add +8.7% 4,452 $490K
Perbak Capital Partners LLP 0.36% New 4,450 $489K
Winthrop Advisory Group LLC 0.06% Reduce -4.9% 4,448 $489K
Accuvest Global Advisors 0.42% New 4,442 $489K
Wimmer Associates 1, LLC 0.26% Reduce -35.3% 4,881 $487K
Net Worth Advisory Group 0.15% Reduce -0.4% 4,425 $487K
Powers Advisory Group, LLC 0.23% Add +7.1% 4,423 $487K
Northcape Wealth Management, LLC 0.16% Add +4.9% 4,415 $486K
Wallace Advisory Group, LLC 0.34% Reduce -5.1% 3,844 $485K
Claro Advisors Inc. 0.06% Add +20.4% 4,400 $484K
Allred Capital Management, LLC 0.19% Add +0.1% 4,397 $484K
Valmark Advisers, Inc. 0.01% Reduce -4.2% 4,383 $482K
Salvus Wealth Management, LLC 0.30% Add +9.5% 4,363 $480K
High Net Worth Advisory Group LLC 0.14% Reduce -4.8% 4,363 $480K
Raiffeisen Bank International AG 0.01% Add +33.2% 4,353 $477K
Easterly Investment Partners LLC 0.04% Reduce -61.0% 4,316 $475K
OmniStar Financial Group, Inc. 0.37% Add +6.0% 4,287 $474K
Collaborative Wealth Managment Inc. 0.22% No change 4,306 $474K
Wilson & Boucher Capital Management, LLC 0.35% Reduce -7.5% 4,305 $474K
Meyer Handelman Co. 0.02% No change 4,300 $473K
Canandaigua National Trust Co of Florida 0.42% New 4,299 $473K
Waldron Private Wealth LLC 0.02% Reduce -24.1% 4,285 $471K
ABLE Financial Group, LLC 0.13% Add +16.2% 4,279 $471K
SC&H Financial Advisors, Inc. 0.09% Reduce -19.0% 4,273 $470K
LifeGuide Financial Advisors, LLC 0.19% Reduce -2.3% 4,271 $470K
Bollard Group LLC 0.01% Add +1.4% 4,266 $469K
Syon Capital LLC 0.04% Reduce -20.2% 4,240 $466K
Ipsen Advisor Group LLC 0.40% New 4,238 $466K
Lazard Asset Management LLC 0.00% Reduce -21.0% 4,247 $466K
Flossbach Von Storch SE 0.00% New 4,225 $465K
Patten & Patten Inc. 0.03% Add +24.5% 4,218 $464K
Central Bank & Trust Co. 0.08% Add +5.7% 4,217 $464K
ZWJ Investment Counsel Inc. 0.02% Reduce -14.0% 4,189 $461K
Revolve Wealth Partners, LLC 0.07% Reduce -5.3% 4,187 $461K
EverSource Wealth Advisors, LLC 0.03% Add +7.7% 4,184 $460K
Womack Financial LLC 0.42% Reduce -1.5% 4,172 $459K
Capital Asset Advisory Services LLC 0.02% Reduce -16.6% 4,161 $458K
NCM Capital Management, LLC 0.21% Reduce -5.5% 4,166 $458K
Paces Ferry Wealth Advisors, LLC 0.23% Add +30.6% 4,156 $457K
Roble, Belko & Company, Inc 0.07% Add +18.0% 4,146 $456K
Wealthspire Advisors, LLC 0.00% Reduce -6.4% 4,129 $454K
Juncture Wealth Strategies, LLC 0.18% Add +2.5% 4,124 $454K
Patriot Investment Management Group, Inc. 0.03% Reduce -4.2% 4,120 $453K
Greenwich Wealth Management LLC 0.03% Reduce -11.4% 4,116 $453K
Faithward Advisors, LLC 0.08% Reduce -2.4% 4,095 $450K
Thoroughbred Financial Services, LLC 0.03% Add +0.2% 4,094 $450K
Lindbrook Capital, LLC 0.04% Add +24.4% 4,068 $447K
Shakespeare Wealth Management, LLC 0.12% Reduce -0.5% 4,062 $447K
Pettyjohn, Wood & White, Inc. 0.09% Reduce -21.8% 4,058 $446K
First Nebraska Trust Co 0.04% Add +4.7% 4,044 $445K
Summit Asset Management, LLC 0.08% Reduce -1.1% 4,027 $443K
Alliance Wealth Advisors, LLC 0.12% Add +34.3% 4,022 $442K
Pettee Investors, Inc. 0.26% Reduce -5.8% 4,020 $442K
JFS Wealth Advisors, LLC 0.03% Reduce -9.3% 4,016 $442K
Eastern Bank 0.01% Reduce -25.8% 3,996 $440K
Tyche Wealth Partners LLC 0.10% Reduce -44.9% 3,995 $439K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Add +25.1% 4,015 $439K
Arjuna Capital 0.12% Reduce -1.7% 3,980 $438K
Advisor Resource Council 0.04% New 3,970 $437K
Caldwell Sutter Capital, Inc. 0.21% Add +1.6% 3,965 $436K
Barr E S & Co. 0.03% No change 3,958 $435K
WealthShield Partners, LLC 0.06% Add +47.8% 3,951 $435K
Shum Financial Group, Inc. 0.38% Add +4.0% 3,949 $434K
Krane Funds Advisors LLC 0.01% Add +32.2% 3,949 $434K
Peoples Financial Services Corp. 0.21% Reduce -7.3% 3,944 $434K
Chicago Partners Investment Group LLC 0.01% Add +3.2% 4,616 $434K
Jeppson Wealth Management, LLC 0.16% Add +42.5% 3,943 $434K
White Knight Strategic Wealth Advisors, LLC 0.40% Reduce -58.5% 3,942 $434K
Greenfield Savings Bank 0.21% Add +1.8% 3,942 $434K
Seelaus Asset Management LLC 0.42% Add +0.1% 3,903 $429K
Strategic Investment Solutions, Inc. 0.12% Reduce -19.6% 3,890 $428K
111 Capital 0.08% Reduce -50.0% 3,869 $426K
FORA Capital, LLC 0.04% Reduce -24.8% 3,866 $425K
Smith Salley Wealth Management 0.03% Reduce -1.3% 3,860 $425K
LexAurum Advisors, LLC 0.08% Add +40.2% 3,851 $424K
Conning Inc. 0.02% Reduce -0.3% 3,839 $422K
Wolverine Trading, LLC 0.01% Reduce -83.7% 3,846 $422K
Gilliland Jeter Wealth Management LLC 0.15% Reduce -8.5% 3,829 $421K
Foster Victor Wealth Advisors, LLC 0.03% Reduce -0.8% 4,330 $420K
S.A. Mason LLC 0.22% Add +0.5% 3,810 $419K
Diversify Wealth Management, LLC 0.03% Reduce -14.3% 4,331 $419K
Blake Schutter Theil Wealth Advisors, LLC 0.48% Add +99.7% 3,806 $419K
LMR Partners LLP 0.01% New 3,800 $418K
Alta Advisers Ltd 0.18% Add +58.5% 3,794 $417K
Farringdon Capital, Ltd. 0.21% New 3,791 $417K
Wealth Architects, LLC 0.05% New 3,788 $417K
Legacy Wealth Asset Management, LLC 0.12% Add +5.6% 3,785 $416K
Rogco, LP 0.17% Reduce -6.7% 3,773 $415K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -24.9% 3,765 $414K
Durante & Waters, LLC 0.35% Add +0.1% 3,758 $413K
CHICAGO TRUST Co NA 0.08% Reduce -8.6% 3,748 $412K
Clearbridge Investments, LLC 0.00% Reduce -47.7% 3,739 $411K
Centerline Wealth Advisors, LLC 0.24% Add +0.0% 3,728 $410K
Franklin Street Advisors Inc. 0.03% No change 3,717 $409K
Angeles Wealth Management, LLC 0.03% Reduce -19.8% 3,701 $407K
Smith, Moore & Co. 0.04% Reduce -7.0% 3,670 $404K
Family Legacy, Inc. 0.14% Reduce -0.5% 3,669 $404K
Stone Summit Wealth LLC 0.14% Reduce -66.7% 3,664 $403K
Sard Wealth Management Group, LLC 0.27% Add +0.1% 3,660 $403K
American Alpha Advisors, LLC 0.36% New 3,645 $401K
Spurstone Advisory Services, LLC 7.79% Add +150.7% 3,642 $401K
Herold Advisors, Inc. 0.09% Add +33.5% 3,622 $398K
First Financial Bank - Trust Division 0.04% Reduce -22.5% 3,621 $398K
Mountain Hill Investment Partners Corp. 0.39% Add +79.2% 3,621 $398K
Coordinated Financial Services, Inc. 0.31% — 3,607 $397K
Penserra Capital Management LLC 0.01% Reduce -32.0% 3,602 $395K
Finward Bancorp 0.34% No change 3,560 $392K
Pathway Financial Advisors LLC 0.07% No change 3,560 $392K
Schnieders Capital Management LLC 0.08% Reduce -20.1% 3,559 $391K
Journey Advisory Group, LLC 0.03% Add +7.0% 3,557 $391K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -25.7% 3,516 $387K
Creegan & Nassoura Financial Group, LLC 0.26% Add +0.1% 3,508 $386K
First County Bank 0.21% Reduce -10.0% 3,506 $386K
TBH Global Asset Management, LLC 0.07% Add +55.7% 3,497 $385K
Freedom Investment Management, Inc. 0.03% Reduce -47.0% 3,484 $383K
Kentucky Trust Co 0.23% Reduce -0.9% 3,473 $382K
Wedmont Private Capital 0.02% Add +25.4% 3,930 $382K
CWA Asset Management Group, LLC 0.02% Add +5.9% 3,467 $381K
American National Bank & Trust 0.04% Add +1.4% 3,448 $379K
Farmers Trust Co. 0.07% Add +21.4% 3,430 $377K
Keel Point, LLC 0.03% Add +18.3% 3,428 $377K
Heritage Wealth Advisors 0.02% Reduce -7.9% 3,414 $375K
LVW Advisors, LLC 0.05% Reduce -4.2% 3,411 $375K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.09% Reduce -1.3% 3,401 $374K
West Tower Group, LLC 0.98% No change 3,400 $374K
Morey & Quinn Wealth Partners, LLC 0.31% Reduce -6.6% 3,397 $374K
MeadowBrook Investment Advisors LLC 0.35% Add +15.2% 3,394 $373K
Thrive Wealth Management, LLC 0.07% Add +45.3% 3,386 $372K
Personal Cfo Solutions, LLC 0.08% Add +14.6% 3,379 $372K
St. Johns Investment Management Company, LLC 0.18% Reduce -8.3% 3,368 $370K
LMG Wealth Partners, LLC 0.08% Add +2.5% 3,344 $368K
Parkside Financial Bank & Trust 0.05% Add +51.6% 3,340 $367K
Cascade Financial Partners, LLC 0.05% Add +1.1% 3,326 $366K
Sax Wealth Advisors, LLC 0.03% Reduce -46.7% 3,322 $365K
Caxton Associates LLP 0.01% — 3,297 $363K
Montis Financial, LLC 0.11% No change 3,295 $362K
First Long Island Investors, LLC 0.03% Reduce -97.1% 3,293 $362K
Claris Financial LLC 0.24% No change 2,871 $362K
Kennedy Investment Group, Inc. 0.17% Add +5.6% 3,278 $361K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -19.6% 3,700 $360K
Sterling Investment Counsel, LLC 0.12% Add +0.6% 3,258 $358K
Moneco Advisors, LLC 0.04% New 3,251 $358K
FRG Family Wealth Advisors LLC 0.07% Reduce -4.1% 3,250 $357K
SevenBridge Financial Group, LLC 0.07% Reduce -41.7% 3,532 $357K
Good Steward Wealth Advisors,LLC 0.32% — 3,236 $356K
JBGlobal.com LLC 0.37% New 3,216 $354K
Simmons Bank 0.03% Reduce -10.8% 3,194 $351K
Atlas Wealth LLC 0.19% Add +15.8% 3,186 $350K
Fortis Capital Advisors, LLC 0.07% Add +3.4% 3,185 $350K
L2 Asset Management, LLC 0.07% Add +10.1% 3,164 $348K
Chase Investment Counsel Corp. 0.13% Reduce -0.5% 3,165 $348K
Segment Wealth Management, LLC 0.02% No change 3,142 $346K
Freestone Capital Holdings, LLC 0.01% Reduce -7.3% 3,139 $345K
Weatherly Asset Management L. P. 0.03% Add +0.6% 3,137 $345K
Vision Financial Markets LLC 0.38% Add +0.7% 3,134 $345K
Vista Investment Partners LLC 0.10% Reduce -4.3% 3,131 $344K
Versor Investments LP 0.06% New 3,125 $344K
Platform Technology Partners 0.10% Add +21.6% 3,124 $344K
Onyx Bridge Wealth Group LLC 0.05% Reduce -14.6% 3,124 $344K
LGT Group Foundation 0.00% Add +38.6% 3,121 $343K
First Affirmative Financial Network 0.21% Reduce -6.9% 3,114 $343K
NWF Advisory Services Inc. 0.05% Reduce -24.8% 3,112 $342K
Trust Point Inc. 0.03% Reduce -39.4% 3,108 $342K
Bluefin Capital Management, LLC 0.28% — 3,100 $341K
Somerset Trust Co 0.12% Add +49.4% 3,092 $340K
Range Financial Group LLC 0.15% Reduce -30.4% 3,091 $340K
Weaver Consulting Group 0.10% Add +1.2% 3,089 $340K
Pflug Koory, LLC 0.19% No change 3,072 $338K
Eaton-Cambridge Inc. 0.15% Reduce -5.1% 3,072 $338K
MIdWestOne Financial Group, Inc. 0.05% Reduce -3.6% 3,064 $337K
Diamant Asset Management, Inc. 0.26% Reduce -24.6% 3,060 $337K
Dana Investment Advisors, Inc. 0.01% Add +2.5% 3,054 $336K
Bingham Private Wealth, LLC 0.35% Add +27.9% 3,050 $335K
Traynor Capital Management, Inc. 0.03% Add +22.1% 3,047 $335K
Dividend Assets Capital, LLC 0.06% Add +0.5% 3,040 $334K
Heartland Bank & Trust Co 0.17% New 3,031 $333K
Retirement Planning Co of New England, Inc. 0.17% Add +20.0% 3,023 $333K
Mason & Associates, LLC 0.10% No change 3,023 $333K
MJT & Associates Financial Advisory Group, Inc. 0.32% — 3,022 $332K
World Equity Group, Inc. 0.09% Reduce -44.5% 2,810 $331K
WASHINGTON TRUST Co 0.01% Reduce -51.4% 3,004 $330K
Liberty Capital Management, Inc. 0.07% Reduce -1.1% 3,000 $330K
Gibbs Wealth Management 0.08% Add +39.5% 2,997 $330K
Hardy Reed LLC 0.03% Add +6.5% 2,993 $329K
E&G Advisors, LLC 0.09% No change 2,969 $327K
Capital Wealth Planning, LLC 0.00% Reduce -5.2% 2,966 $326K
Hancock Whitney Corp. 0.01% Reduce -3.7% 2,959 $325K
waypoint wealth counsel 0.20% Add +26.0% 2,951 $325K
Successful Portfolios LLC 0.22% Add +4.0% 2,932 $322K
Luken Investment Analytics, LLC 0.15% No change 2,919 $321K
Shell Asset Management Co. 0.02% No change 2,919 $321K
Generation Capital Management LLC 0.29% No change 2,909 $320K
CogentBlue Wealth Advisors, LLC 0.28% Add +12.6% 2,909 $320K
Rothschild Wealth LLC 0.09% Reduce -27.1% 2,909 $320K
WealthTrak Capital Management LLC 0.27% Reduce -0.1% 2,885 $317K
FLC Capital Advisors 0.07% Add +12.1% 2,882 $317K
Ellis Investment Partners, LLC 0.07% Reduce -1.4% 2,877 $316K
Continuum Advisory, LLC 0.04% Reduce -0.6% 2,875 $316K
Patrick Mauro Investment Advisor, INC. 0.17% Reduce -43.5% 2,870 $316K
Accurate Wealth Management, LLC 0.06% Reduce -18.7% 3,243 $315K
Vista Investment Management 0.12% Reduce -2.7% 2,861 $315K
Capital Advantage, Inc. 0.06% No change 2,485 $313K
Choice Wealth Advisors LLC 0.16% Add +1.0% 2,844 $313K
VELA Investment Management, LLC 0.11% New 2,841 $312K
Fiduciary Alliance LLC 0.03% Add +9.6% 2,828 $311K
Granite Investment Partners, LLC 0.02% Reduce -15.1% 2,822 $310K
MKT Advisors LLC 0.15% Add +1.0% 3,243 $310K
IFG Advisors, LLC 0.06% Add +0.3% 2,816 $310K
Vance Wealth, LLC 0.12% Reduce -6.0% 2,815 $310K
Burns Matteson Capital Management, LLC 0.17% Add +8.2% 2,812 $309K
Financial Management Professionals, Inc. 0.04% Add +3.5% 2,809 $309K
1776 Wealth LLC 0.14% No change 2,803 $308K
Country Trust Bank 0.01% Add +6.8% 2,801 $308K
Summit Securities Group LLC 0.21% New 2,800 $308K
Ascentis Independent Advisors 0.06% Add +0.1% 2,796 $308K
Aegis Wealth Management LLC 0.18% Reduce -0.1% 2,786 $306K
BIP Wealth, LLC 0.02% Reduce -4.0% 2,784 $306K
Shepherd Financial Partners LLC 0.04% Reduce -3.9% 2,779 $306K
Harbour Capital Advisors, LLC 0.08% No change 3,047 $305K
Bridges Investment Management Inc. 0.00% Reduce -16.7% 2,770 $305K
Palumbo Wealth Management LLC 0.10% Reduce -1.7% 2,759 $303K
Marble Harbor Investment Counsel, LLC 0.03% Reduce -3.5% 2,755 $303K
Evoke Wealth, LLC 0.01% Add +14.8% 2,753 $303K
Mechanics Financial Corp 0.14% No change 2,752 $303K
Heartwood Wealth Advisors LLC 0.03% Reduce -5.0% 2,750 $302K
Clarius Group, LLC 0.02% Add +6.4% 2,748 $302K
Ascentis Wealth Management, LLC 0.10% New 2,752 $302K
Birch Financial Group, LLC 0.27% New 2,743 $302K
Southland Equity Partners LLC 0.07% Add +1.8% 2,735 $301K
Jacksonville Wealth Management, LLC 0.30% Reduce -5.5% 2,734 $301K
2UniFi Bank 0.19% Add +5.2% 2,526 $301K
Core Alternative Capital 0.07% Reduce -2.9% 2,724 $300K
Cannon Financial Strategists, Inc. 0.05% No change 2,719 $299K
Quarry LP 0.08% Add +424.9% 2,719 $299K
MBB Public Markets I LLC 0.03% New 2,700 $297K
Thomasville National Bank 0.02% Reduce -2.7% 2,699 $297K
Kercheville Advisors, LLC 0.12% Add +69.3% 2,687 $296K
CHB Investment Group, LLC 0.16% No change 2,680 $295K
RD Lewis Holdings, Inc. 0.33% Reduce -7.6% 3,057 $295K
Breakwater Capital Group 0.05% Add +12.4% 2,676 $294K
Silverlake Wealth Management LLC 0.11% Add +0.4% 2,667 $293K
Liberty Wealth Management LLC 0.06% Reduce -15.0% 2,661 $293K
JBR Co Financial Management Inc 0.17% New 2,658 $292K
Meeder Asset Management Inc. 0.02% Reduce -41.0% 2,655 $292K
PCG Asset Management, LLC 0.27% Reduce -12.5% 2,652 $292K
Suncoast Equity Management 0.03% No change 2,652 $292K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 2,652 $292K
Childress Capital Advisors, LLC 0.08% Reduce -25.1% 2,650 $291K
Trustco Bank Corp. N Y 0.32% Reduce -4.1% 2,643 $291K
Fortitude Family Office, LLC 0.10% Reduce -14.6% 2,643 $291K
HCR Wealth Advisors 0.04% Reduce -0.1% 2,627 $289K
Viawealth, LLC 0.18% Reduce -17.3% 2,626 $289K
Traphagen Investment Advisors LLC 0.03% Add +25.7% 2,624 $289K
Royal Capital Wealth Management, LLC 0.20% Add +0.3% 2,620 $288K
Kiker Wealth Management, LLC 0.20% Reduce -7.4% 2,615 $288K
New Covenant Trust Company, N.A. 0.30% Reduce -2.3% 2,611 $286K
Peavine Capital, LLC 0.07% No change 2,600 $286K
Ellevest, Inc. 0.02% New 2,589 $285K
Wrapmanager Inc. 0.07% Reduce -4.2% 2,583 $284K
Novem Group 0.04% New 2,581 $284K
HHM Wealth Advisors, LLC 0.04% Add +0.1% 2,576 $283K
Wynn Capital, LLC 0.17% Add +10.3% 2,564 $282K
Lifeworks Advisors, LLC 0.05% Add +0.7% 2,563 $282K
Dagco, Inc. 0.09% Reduce -12.4% 2,559 $281K
Spirit of America Management Corp. 0.06% No change 2,550 $280K
Old Mission Investment Co LLC 0.08% Add +0.4% 2,546 $280K
Sharp Wealth Advisory, LLC 0.21% Reduce -15.7% 2,542 $280K
Sterling Capital Management LLC 0.00% Reduce -11.0% 2,539 $279K
Johnson & White Wealth Management, LLC 0.16% Add +18.8% 2,524 $278K
Colonial Trust Advisors 0.02% Reduce -1.1% 2,524 $278K
Ranch Capital Advisors Inc. 0.13% Reduce -4.8% 2,522 $277K
Harbor Investment Advisory, LLC 0.03% Add +7.6% 2,518 $277K
Ti-Trust, Inc. 0.18% No change 2,515 $277K
First PREMIER Bank 0.07% Add +22.6% 2,518 $276K
Austin Asset Management Co Inc 0.06% No change 2,505 $276K
EntryPoint Capital, LLC 0.13% Reduce -60.2% 2,505 $276K
Curat Global, LLC 0.34% — 2,500 $275K
Corps Capital Advisors, LLC 0.29% No change 2,500 $275K
iSAM Funds (UK) Ltd 0.14% Reduce -34.2% 2,495 $274K
McGuire Investment Group, LLC 0.04% Reduce -2.4% 2,494 $274K
Catalyst Financial Partners LLC 0.05% Reduce -10.1% 2,492 $274K
RIA Advisory Group LLC 0.09% Add +1.4% 2,488 $274K
3Chopt Investment Partners, LLC 0.07% New 2,483 $273K
Phillips Wealth Planners LLC 0.29% New 2,795 $271K
Fortis Group Advisors, LLC 0.05% No change 2,461 $271K
Cornerstone Wealth Group, LLC 0.02% Reduce -9.2% 2,460 $271K
LCNB Corp. 0.10% Reduce -2.6% 2,455 $270K
Lane & Associates LLC 0.15% Add +6.8% 2,449 $269K
HBW Advisory Services LLC 0.04% Add +31.3% 2,448 $269K
Center for Financial Planning, Inc. 0.03% Reduce -3.6% 2,446 $269K
Tandem Investment Advisors, Inc. 0.01% Add +51.4% 2,442 $269K
Shufro Rose & Co. LLC 0.02% Reduce -1.2% 2,435 $268K
Sheets Smith Wealth Management 0.03% No change 2,430 $267K
CoreFirst Bank & Trust 0.17% Reduce -2.6% 2,428 $267K
Bill Few Associates, Inc. 0.10% Add +13.5% 2,426 $267K
Ipswich Investment Management Co., Inc. 0.07% No change 2,425 $267K
CVA Family Office, LLC 0.04% Reduce -6.9% 2,424 $267K
Plancorp, LLC 0.01% Add +1.3% 2,418 $266K
Synergy Financial Group, LTD 0.24% New 2,415 $266K
MRA Advisory Group 0.14% Reduce -28.7% 2,413 $265K
Financial Engines Advisors L.L.C. 0.00% Reduce -9.7% 2,407 $265K
Joule Financial, LLC 0.09% Reduce -8.0% 2,409 $265K
Allegheny Financial Group 0.07% Reduce -0.8% 2,391 $263K
Ransom Advisory, Ltd 0.13% No change 2,387 $263K
Fidelis Capital Partners, LLC 0.03% Reduce -24.1% 2,676 $262K
Delta Financial Advisors LLC 0.10% Reduce -6.7% 2,377 $261K
Graypoint LLC 0.02% Reduce -30.1% 2,358 $259K
Douglas Lane & Associates, LLC 0.00% Reduce -12.9% 2,353 $259K
Atlas Brown,Inc. 0.09% Reduce -0.5% 2,350 $259K
Premier Path Wealth Partners, LLC 0.04% Reduce -11.5% 2,349 $258K
Davidson Trust Co. 0.12% Add +1.6% 2,342 $258K
Adirondack Trust Co. 0.10% Reduce -11.6% 2,328 $256K
Nicolet Advisory Services, LLC 0.03% Reduce -22.6% 2,647 $256K
Sweeney & Michel, LLC 0.11% — 2,778 $255K
Guardian Investment Management 0.21% Reduce -39.5% 2,300 $255K
Pittenger & Anderson Inc. 0.01% Reduce -30.1% 2,317 $255K
Sollinda Capital Management LLC 0.07% Reduce -1.7% 2,315 $255K
180 Wealth Advisors, LLC 0.04% Add +1.6% 2,314 $255K
360 Financial, Inc. 0.09% No change 2,311 $254K
Finley Financial, LLC 0.14% No change 2,626 $254K
Copperwynd Financial, LLC 0.07% Add +11.9% 2,305 $254K
Murphy, Middleton, Hinkle & Parker, Inc. 0.14% Reduce -8.0% 2,303 $253K
Cove Private Wealth, LLC 0.14% New 2,300 $253K
Bantamac Capital, LLC 0.12% Add +14.4% 2,300 $253K
Optas, LLC 0.04% Add +4.5% 2,297 $253K
Alliance Wealth Advisors, LLC 0.15% Reduce -10.3% 2,295 $252K
Earned Wealth Advisors, LLC 0.06% New 2,295 $252K
Verus Capital Partners, LLC 0.03% Reduce -20.8% 2,293 $252K
Hickory Point Bank & Trust 0.22% Reduce -1.0% 2,286 $251K
FSB Premier Wealth Management, Inc. 0.10% Add +10.0% 2,267 $249K
S&co Inc. 0.02% Reduce -30.6% 2,270 $249K
Lyell Wealth Management, LP 0.02% No change 2,263 $249K
Oakland Financial Corp. 3.66% No change 2,250 $247K
Leo Wealth, LLC 0.04% Reduce -55.1% 2,245 $247K
Grove Bank & Trust 0.03% Reduce -3.9% 2,239 $246K
Diversify Advisory Services, LLC 0.02% Reduce -66.6% 2,534 $245K
PSI Advisors, LLC 0.08% Add +53.0% 2,227 $245K
CV Advisors LLC 0.09% New 2,225 $245K
Guardian Partners Inc. 0.03% Reduce -6.3% 2,510 $244K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +0.2% 2,213 $243K
SYM FINANCIAL Corp 0.03% New 2,200 $242K
ZEGA Investments, LLC 0.07% Add +2.4% 2,195 $241K
Barnes Pettey Financial Advisors, LLC 0.19% New 2,193 $241K
Cape Investment Advisory, Inc. 0.10% Reduce -24.0% 2,192 $241K
SBI Securities Co., Ltd. 0.01% Add +55.0% 2,181 $240K
Chancellor Financial Group WB LP 0.20% Reduce -8.4% 2,180 $240K
Richards, Merrill & Peterson, Inc. 0.12% Reduce -0.6% 2,174 $239K
New Hampshire Trust 0.05% Add +25.9% 2,172 $239K
Annis Gardner Whiting Capital Advisors, LLC 0.10% Add +35.0% 2,161 $238K
Cornell Pochily Investment Advisors, Inc. 0.08% Add +0.4% 2,149 $236K
Meadow Creek Wealth Advisors LLC 0.18% Add +10.9% 2,134 $235K
Busey Bank 0.01% Add +4.4% 2,130 $234K
Haven Capital Group, Inc. 0.26% No change 2,127 $234K
Evexia Wealth LLC 0.08% Reduce -0.4% 2,341 $233K
Sfmg, LLC 0.02% Reduce -0.2% 2,118 $233K
Pines Wealth Management, LLC 0.11% Reduce -11.7% 2,527 $232K
Parr McKnight Wealth Management Group, LLC 0.03% No change 2,099 $231K
Massachusetts Wealth Management 0.16% Reduce -9.7% 2,095 $230K
Howard Financial Services, LTD. 0.03% Reduce -11.7% 2,092 $230K
Sunpointe, LLC 0.12% Add +2.0% 2,091 $230K
Acorns Advisers, LLC 0.00% Add +28.1% 2,087 $230K
Altus Wealth Group LLC 0.11% Add +3.4% 2,091 $230K
Creative Financial Designs Inc. 0.02% Add +12.0% 2,085 $229K
Tennessee Valley Asset Management Partners 0.04% Reduce -9.4% 2,079 $229K
Liberty Square Wealth Partners LLC 0.09% No change 2,078 $229K
Westhampton Capital, LLC 0.12% No change 2,070 $228K
Glen Eagle Advisors, LLC 0.04% Reduce -8.4% 2,069 $228K
Baltimore-Washington Financial Advisors, Inc. 0.01% No change 2,068 $227K
IMS Capital Management 0.11% Add +5.7% 2,065 $227K
Cowa, LLC 0.10% New 2,047 $225K
Benedict Financial Advisors Inc. 0.05% Reduce -1.2% 2,045 $225K
Detalus Advisors, LLC 0.07% No change 2,044 $225K
Walter & Keenan Wealth Management LLC /in/ 0.07% Add +9.0% 2,042 $225K
Exchange Bank 0.18% Add +1.5% 2,039 $224K
Bank & Trust Co 0.18% No change 2,038 $224K
BLB&B Advisors, LLC 0.01% Add +0.1% 2,035 $224K
Relyea Zuckerberg Hanson LLC 0.03% Add +0.5% 2,032 $223K
Atlas Legacy Advisors, LLC 0.06% Reduce -3.1% 2,025 $223K
Ledyard National Bank 0.02% Reduce -21.7% 2,020 $222K
Clifford Group, LLC 0.21% New 2,018 $222K
Howe & Rusling Inc. 0.02% Reduce -21.1% 2,014 $221K
Yarger Wealth Strategies, LLC 0.13% Reduce -30.0% 2,013 $221K
Accredited Wealth Management, LLC 0.19% Add +13.7% 2,010 $221K
US Asset Management LLC 0.21% Reduce -0.7% 2,008 $221K
Thompson Siegel & Walmsley LLC 0.00% Reduce -11.1% 2,008 $221K
Sachetta, LLC 0.09% Reduce -5.5% 2,009 $221K
GenTrust, LLC 0.01% Reduce -3.6% 2,002 $220K
Silver Lake Advisory, LLC 0.10% New 2,000 $220K
Harbor Advisors LLC 0.04% No change 2,000 $220K
Money Concepts Capital Corp. 0.02% New 1,996 $219K
Yelin Lapidot Holdings Management Ltd. 0.04% No change 1,995 $219K
Certified Advisory Corp 0.02% Add +0.8% 1,991 $219K
PGIM Custom Harvest LLC 0.01% Reduce -15.3% 1,985 $218K
Ridgecrest Wealth Partners, LLC 0.11% New 1,980 $218K
Bond & Devick Financial Network, Inc. 0.08% Add +24.7% 1,971 $217K
Winebrenner Capital Management LLC 0.20% Reduce -3.2% 1,969 $217K
Diversified Enterprises, LLC 0.02% New 1,968 $216K
Williams Jones Wealth Management, LLC. 0.00% Reduce -5.5% 1,960 $216K
Severin Investments, LLC 0.22% Add +7.6% 1,958 $215K
Aaron Wealth Advisors LLC 0.02% Reduce -22.9% 1,957 $215K
Aries Wealth Management 0.06% No change 1,956 $215K
St Germain D J Co. Inc. 0.01% Reduce -22.0% 1,953 $215K
Texas Capital Bancshares Inc 0.09% Reduce -0.4% 1,949 $214K
Kathmere Capital Management, LLC 0.02% Add +10.1% 1,948 $214K
PFS Partners, LLC 0.11% No change 1,947 $214K
Sentry Investment Management LLC 0.15% Reduce -26.9% 2,236 $214K
Marshall Financial Group, LLC 0.05% Reduce -0.1% 1,943 $214K
CYBER HORNET ETFs LLC 0.22% No change 1,938 $213K
Dudley Capital Management, LLC 0.11% Reduce -0.9% 1,937 $213K
MBM Wealth Consultants, LLC 0.06% New 1,935 $213K
Nicolet Bankshares Inc. 0.04% No change 1,934 $213K
MBL Wealth, LLC 0.02% New 1,933 $213K
Williamson Legacy Group, LLC 0.20% Reduce -0.8% 1,932 $213K
NovaPoint Capital, LLC 0.07% Add +2.7% 1,924 $212K
GW Henssler & Associates Ltd. 0.01% Reduce -36.7% 1,924 $212K
Trust Co 0.03% Add +12.9% 1,920 $211K
Avestar Capital, LLC 0.02% Reduce -30.4% 1,917 $211K
Oak Hill Wealth Advisors, LLC 0.05% No change 1,912 $210K
MADDEN SECURITIES Corp 0.08% New 1,910 $210K
GeoWealth Management, LLC 0.01% Reduce -37.2% 1,901 $209K
Compass Wealth Management LLC 0.05% Reduce -9.5% 1,900 $209K
Pandora Wealth, Inc. 0.14% — 1,898 $209K
Northeast Financial Group, Inc. 0.08% No change 1,897 $209K
Lodestone Wealth Management LLC 0.11% Add +6.2% 1,895 $208K
Rakuten Securities, Inc. 0.11% Add +146.9% 1,894 $208K
Nautilus Advisors LLC 0.17% Reduce -4.1% 1,891 $208K
Cutter & CO Brokerage, Inc. 0.05% New 1,889 $208K
Gerber, LLC 0.17% No change 1,885 $207K
Holcombe Financial, Inc. 0.17% New 1,883 $207K
Capital Advisors Wealth Management, LLC 0.04% Reduce -13.4% 1,881 $207K
E Fund Management Co., Ltd. 0.01% Add +3.9% 1,881 $207K
Proficio Capital Partners LLC 0.02% Add +8.2% 1,877 $206K
Leisure Capital Management 0.08% No change 1,876 $206K
Pacific Sage Partners, LLC 0.05% Add +11.7% 1,873 $206K
Lakewood Asset Management LLC 0.14% Reduce -68.7% 1,872 $206K
Crestmont Private Wealth LLC 0.09% Reduce -1.6% 1,872 $206K
Perennial Investment Advisors, LLC 0.02% New 1,872 $206K
Root Financial Partners, LLC 0.02% New 1,869 $206K
Calton & Associates, Inc. 0.05% New 1,863 $205K
Cambiar Investors LLC 0.01% Reduce -26.1% 1,856 $204K
Valtrion Capital Management, LLC 0.27% Reduce -1.6% 1,855 $204K
TRUE Private Wealth Advisors 0.02% Add +1.4% 1,850 $204K
Inscription Capital, LLC 0.03% — 1,360 $202K
Dumont & Blake Investment Advisors LLC 0.06% Reduce -0.1% 1,836 $202K
Hoxton Planning & Management, LLC 0.08% Reduce -4.0% 1,835 $202K
DiNuzzo Private Wealth, Inc. 0.03% Add +0.2% 1,831 $201K
Meriwether Wealth & Planning, LLC 0.13% New 1,830 $201K
Colonial River Investments, LLC 0.11% Reduce -16.0% 1,829 $201K
Atalanta Sosnoff Capital, LLC 0.00% Reduce -2.9% 1,828 $201K
FDx Advisors, Inc. 0.07% Add +3.0% 1,828 $201K
Bank Ozk 0.08% Reduce -5.2% 1,827 $201K
New Wave Wealth Advisors LLC 0.09% Add +32.5% 1,826 $201K
Roxbury Financial LLC 0.20% Reduce -1.9% 1,682 $200K
Sawgrass Asset Management LLC 0.02% Reduce -3.1% 1,820 $200K
Granite FO LLC 0.11% No change 1,800 $198K
Evermay Wealth Management LLC 0.03% No change 1,750 $192K
Tanglewood Legacy Advisors, LLC 0.08% No change 1,734 $191K
Indiana Trust & Investment Management Co 0.07% No change 1,709 $188K
U S Global Investors Inc. 0.02% Add +22.3% 1,701 $187K
Pinnacle Bancorp, Inc. 0.06% Reduce -4.9% 1,697 $187K
Oakworth Capital, Inc. 0.01% Reduce -48.2% 1,688 $186K
Coastline Trust Co 0.02% No change 1,670 $184K
Sava Infond d.o.o. 0.04% Reduce -79.7% 1,670 $184K
Peoples Bank 0.12% No change 1,668 $183K
Park Place Capital Corp 0.05% Add +60.4% 1,662 $183K
CarsonAllaria Wealth Management, Ltd. 0.10% Add +5.7% 1,646 $181K
Brooklyn Investment Group 0.04% Add +17.9% 1,626 $179K
Nemes Rush Group LLC 0.02% Reduce -8.2% 1,624 $179K
Cary Street Partners Investment Advisory LLC 0.10% Add +38.8% 1,620 $178K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -20.1% 1,606 $177K
Bruce G. Allen Investments, LLC 0.14% Add +56.8% 1,588 $175K
Golden State Wealth Management, LLC 0.03% Add +61.3% 1,576 $173K
Legacy Bridge, LLC 0.10% Reduce -2.9% 1,571 $173K
Broadwater Capital Management LLC 0.13% No change 1,565 $172K
Wellington Shields Capital Management, LLC 0.03% No change 1,562 $172K
Stuart Chaussee & Associates, Inc. 0.04% No change 1,537 $169K
Members Capital Advisors Inc. 0.19% No change 1,481 $163K
Johnson Financial Group, Inc. 0.01% Add +43.0% 1,454 $160K
Glass Jacobson Investment Advisors llc 0.05% No change 1,260 $159K
McIlrath & Eck, LLC 0.02% Reduce -16.5% 1,432 $157K
Smithfield Trust Co 0.01% Reduce -21.8% 1,431 $157K
Murphy & Mullick Capital Management Corp 0.15% Add +10.6% 1,399 $154K
Inlight Wealth Management, LLC 0.09% New 1,384 $152K
Elgethun Capital Management 0.03% Add +1.4% 1,384 $152K
First United Bank & Trust 0.05% Reduce -69.9% 1,325 $146K
Y.D. More Investments Ltd 0.01% Add +4.9% 1,321 $145K
Farmers & Merchants Trust Co of Chambersburg PA 0.05% No change 1,321 $145K
Vestor Capital, LLC 0.01% Reduce -17.5% 1,299 $143K
Lavaca Capital LLC 0.06% Add +1.2% 1,294 $142K
Peterson Wealth Services 0.04% Add +1.4% 1,280 $141K
Crews Bank & Trust 0.02% No change 1,263 $139K
Addison Advisors LLC 0.04% Add +222.0% 1,259 $138K
Clearstead Trust, LLC 0.03% Add +3.3% 1,256 $138K
South Plains Financial, Inc. 0.11% Reduce -12.3% 1,250 $137K
Ameriflex Group, Inc. 0.06% Reduce -8.6% 1,248 $137K
AdvisorNet Financial, Inc 0.01% Reduce -29.3% 1,229 $135K
Asset Planning,Inc 0.10% Add +0.9% 1,200 $132K
Centricity Wealth Management, LLC 0.12% No change 1,180 $130K
Cohen & Steers, Inc. 0.00% Reduce -43.5% 1,160 $128K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.00% No change 1,158 $127K
Tamar Securities, LLC 0.02% Reduce -99.1% 1,152 $127K
DT Investment Partners, LLC 0.01% No change 1,152 $127K
IAG Wealth Partners, LLC 0.02% Add +78.1% 1,140 $125K
BankPlus Trust Department 0.04% Reduce -82.6% 1,138 $125K
Rise Advisors, LLC 0.06% Add +3.1% 1,136 $125K
Capital Advisors, Ltd. LLC 0.02% Reduce -5.1% 1,088 $120K
Hazlett, Burt & Watson, Inc. 0.05% Reduce -11.4% 1,083 $119K
Capula Management Ltd 0.00% New 1,057 $116K
Bellevue Asset Management, LLC 0.06% Add +0.3% 1,054 $116K
Concord Wealth Partners 0.02% Reduce -29.6% 1,038 $114K
Aviso Financial Inc. 0.01% No change 1,020 $112K
Financiere des Professionnels - Fonds d'investissement inc. 0.01% Reduce -16.7% 1,000 $110K
Covestor Ltd 0.07% Add +11.0% 976 $107K
Tompkins Financial Corp. 0.01% Add +2.0% 949 $104K
Paradigm Asset Management Co. LLC 0.03% No change 924 $102K
Key Financial Inc 0.02% No change 920 $101K
MilWealth Group LLC 0.03% No change 917 $101K
Davis Capital Management 0.08% No change 900 $99K
Rosenberg Matthew Hamilton 0.02% No change 883 $97K
Valley National Advisers Inc. 0.02% Reduce -79.0% 882 $97K
Bellwether Advisors, LLC 0.02% No change 850 $93K
Binnacle Investments Inc 0.07% — 848 $93K
Marshall Investment Management, LLC 0.06% Reduce -3.6% 844 $93K
General Partner, Inc. 0.06% No change 842 $93K
Asset Dedication, LLC 0.01% Reduce -10.6% 840 $92K
Strengthening Families & Communities, LLC 0.06% Reduce -10.8% 672 $92K
Westside Investment Management, Inc. 0.02% No change 836 $92K
LRI Investments, LLC 0.01% Add +29.3% 834 $92K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +22.4% 820 $90K
American Capital Advisory, LLC 0.05% Add +4.1% 806 $89K
Plante Moran Financial Advisors, LLC 0.01% Reduce -7.7% 800 $88K
Webster Bank, N. A. 0.01% No change 762 $84K
Semmax Financial Advisors Inc. 0.02% Reduce -96.4% 868 $83K
Union Savings Bank 0.04% Add +3.7% 754 $83K
Chesapeake Asset Management LLC 0.08% Reduce -45.7% 749 $82K
Global Financial Private Client, LLC 0.03% Add +4.9% 729 $80K
MCF Advisors LLC 0.01% Reduce -27.7% 727 $80K
Toth Financial Advisory Corp. 0.01% Add +5.8% 726 $80K
Global Trust Asset Management, LLC 0.05% Reduce -70.6% 720 $79K
Beacon Capital Management, LLC 0.01% Reduce -41.0% 712 $78K
Cromwell Holdings LLC 0.05% Reduce -67.3% 654 $72K
Redwood Park Advisors LLC 0.06% Reduce -0.6% 650 $71K
North Capital, Inc. 0.07% — 638 $70K
Wood Tarver Financial Group, LLC 0.02% No change 635 $70K
Generali Investments, Management Co LLC 0.02% Add +209.3% 634 $70K
Medallion Wealth Advisors, LLC 0.03% Add +3.3% 604 $66K
Missouri Trust & Investment Co 0.02% Reduce -53.7% 595 $65K
First Pacific Financial 0.01% Add +0.2% 586 $64K
Financial Network Wealth Advisors LLC 0.08% Add +134.9% 585 $64K
True Wealth Design, LLC 0.02% Add +968.5% 577 $63K
Salem Investment Counselors Inc. 0.00% Add +19.8% 562 $62K
State of Wyoming 0.01% Add +4192.3% 558 $61K
Mark Sheptoff Financial Planning, LLC 0.03% No change 550 $60K
Evelyn Partners Asset Management Ltd 0.02% No change 547 $60K
MV Capital Management, Inc. 0.01% Add +51.5% 547 $60K
TFC Financial Management, Inc. 0.01% Reduce -0.7% 539 $59K
JNBA Financial Advisors 0.01% Add +18.5% 538 $59K
ORG Partners LLC 0.01% Reduce -84.4% 529 $58K
Dunhill Financial, LLC 0.03% Reduce -10.8% 518 $57K
Avion Wealth 0.01% No change 451 $56K
Advantage Trust Co 0.03% No change 500 $55K
First Command Advisory Services, Inc. 0.00% Reduce -3.9% 500 $55K
Christopher J. Hasenberg, Inc 0.02% No change 503 $55K
IMA Advisory Services, Inc. 0.01% New 497 $55K
Quent Capital, LLC 0.01% Reduce -15.9% 469 $52K
Fairscale Capital, LLC 0.05% No change 466 $51K
Field & Main Bank 0.02% Reduce -56.1% 465 $51K
Wayfinding Financial, LLC 0.02% New 465 $51K
CNB Bank 0.03% Reduce -11.2% 462 $51K
TruNorth Capital Management, LLC 0.01% Add +62.1% 462 $51K
Beutel, Goodman & Co Ltd. 0.00% New 450 $49K
Beaird Harris Wealth Management, LLC 0.00% No change 445 $49K
AlphaCore Capital LLC 0.00% New 443 $49K
VSM Wealth Advisory, LLC 0.02% Add +0.2% 440 $48K
SWAN Capital LLC 0.02% No change 439 $48K
Old Second National Bank of Aurora 0.01% Reduce -6.6% 438 $48K
Opal Wealth Advisors, LLC 0.01% New 432 $48K
Insight Inv LLC 0.03% New 20,203 $47K
Canton Hathaway, LLC 0.01% Reduce -19.8% 425 $47K
New England Capital Financial Advisors LLC 0.02% Add +1608.0% 427 $47K
Pacific Center for Financial Services 0.01% Reduce -0.7% 425 $47K
NFSG Corp 0.01% Reduce -31.1% 421 $46K
Atlantic Edge Private Wealth Management, LLC 0.01% Add +1.2% 413 $45K
Abound Wealth Management 0.01% Add +44.9% 410 $45K
Essex Investment Management Co. LLC 0.01% No change 404 $44K
Ramirez Asset Management, Inc. 0.01% No change 400 $44K
Bogart Wealth, LLC 0.00% Reduce -9.5% 399 $44K
First Financial Corp. 0.02% Reduce -15.7% 397 $44K
Putney Financial Group LLC 0.04% Reduce -13.4% 387 $43K
Pacifica Partners Inc. 0.02% Add +91.0% 424 $42K
S&T Bank 0.01% Add +3.0% 381 $42K
Pinney & Scofield, Inc. 0.03% Add +79.6% 379 $42K
REAP Financial Group, LLC 0.01% Add +2.3% 356 $39K
Riverview Trust Co 0.04% Add +2106.3% 353 $39K
Richardson Capital Management LLC 0.02% No change 350 $38K
Alpine Bank Wealth Management 0.01% — 347 $38K
Aventura Private Wealth, LLC 0.02% No change 345 $38K
WPG Advisers, LLC 0.04% Reduce -27.1% 341 $38K
Garde Capital, Inc. 0.00% New 337 $37K
Evelyn Partners Investment Management LLP 0.00% No change 337 $37K
GW&K Investment Management, LLC 0.00% Add +18.9% 339 $37K
Pingora Partners LLC 0.03% No change 335 $37K
Joseph Group Capital Management 0.01% Add +83.3% 330 $36K
Northwest Capital Management Inc 0.01% No change 329 $36K
West Paces Advisors Inc. 0.01% Reduce -81.7% 328 $36K
Winch Advisory Services, LLC 0.01% Add +1.6% 327 $36K
Graney & King, LLC 0.03% No change 324 $36K
Blume Capital Management, Inc. 0.01% No change 320 $35K
Operose Advisors LLC 0.01% No change 318 $35K
FSC Wealth Advisors, LLC 0.02% Add +374.6% 318 $35K
Wiser Advisor Group LLC 0.05% Add +1.3% 313 $34K
Millstone Evans Group, LLC 0.02% No change 312 $34K
Carolinas Wealth Consulting LLC 0.01% Reduce -9.9% 310 $34K
Tidemark, LLC 0.01% Add +1.0% 300 $33K
ESL Trust Services, LLC 0.01% No change 300 $33K
Flaharty Asset Management, LLC 0.00% New 300 $33K
Rossby Financial, LCC 0.01% New 335 $33K
Raffa Wealth Management, LLC 0.01% Reduce -14.7% 290 $32K
Saudi Central Bank 0.17% New 288 $32K
Marshall & Sterling Wealth Advisors Inc. 0.02% Add +14.6% 283 $31K
Hemington Wealth Management 0.00% Add +68.9% 282 $31K
Hopwood Financial Services, Inc. 0.02% Add +0.4% 281 $31K
Winnacle Wealth LLC 0.03% Add +3.4% 278 $31K
Morton Brown Family Wealth, LLC 0.01% No change 276 $30K
Arlington Trust Co LLC 0.01% Reduce -51.8% 275 $30K
IFS Advisors, LLC 0.02% Add +26.9% 274 $30K
Tsfg, LLC 0.01% Add +0.4% 272 $30K
Founders Capital Management 0.02% No change 270 $30K
FSA Wealth Management LLC 0.01% No change 262 $29K
Financial Perspectives, Inc 0.01% Reduce -13.3% 254 $28K
Citizens National Bank Trust Department 0.01% Add +525.0% 250 $27K
Evelyn Partners Investment Management (Europe) Ltd 0.01% No change 250 $27K
Kennebec Savings Bank 0.03% No change 247 $27K
SIMA Wealth Partners, LLC 0.02% Reduce -11.7% 242 $27K
Graybill Wealth Management, LTD. 0.01% — 240 $26K
Runnymede Capital Advisors, Inc. 0.03% No change 237 $26K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 237 $26K
Whipplewood Advisors, LLC 0.02% Add +26.4% 345 $26K
Fourth Dimension Wealth, LLC 0.01% No change 225 $25K
Stephens Consulting, LLC 0.01% No change 223 $25K
Painted Porch Advisors LLC 0.01% Add +4.7% 221 $24K
Consultiva Wealth Management, Corp. 0.08% No change 215 $24K
Valued Wealth Advisors LLC 0.01% Reduce -45.7% 214 $24K
Front Row Advisors LLC 0.01% No change 210 $23K
Salomon & Ludwin, LLC 0.00% No change 210 $23K
Guardian Wealth Management, Inc. 0.02% Add +1.0% 205 $23K
Gen-Wealth Partners Inc 0.01% Reduce -11.0% 203 $22K
IMG Wealth Management, Inc. 0.02% No change 200 $22K
Piscataqua Savings Bank 0.02% No change 200 $22K
Security National Bank 0.00% No change 200 $22K
SJS Investment Consulting Inc. 0.00% Add +376.2% 200 $22K
Ogorek Anthony Joseph /NY/ 0.01% New 197 $21K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 190 $21K
Hillsdale Investment Management Inc. 0.00% New 190 $21K
Centerpoint Advisors, LLC 0.01% Reduce -23.9% 182 $20K
WealthCollab, LLC 0.01% No change 181 $20K
Red Tortoise LLC 0.01% Add +11.1% 180 $20K
West Branch Capital LLC 0.01% Reduce -83.2% 180 $20K
Bell Investment Advisors, Inc 0.00% Add +102.3% 180 $20K
Physician Wealth Advisors, Inc. 0.00% Add +7.1% 180 $20K
Cornerstone Planning Group LLC 0.00% Add +53.0% 202 $20K
Creekmur Asset Management LLC 0.00% Reduce -83.7% 178 $20K
Hager Investment Management Services, LLC 0.01% No change 175 $19K
Rialto Wealth Management, LLC 0.01% Add +95.0% 156 $17K
Prestige Wealth Management Group LLC 0.00% No change 154 $17K
Abound Financial, LLC 0.01% New 154 $17K
Atticus Wealth Management, LLC 0.01% Reduce -69.5% 153 $17K
Anderson Financial Strategies, LLC 0.01% New 150 $16K
Foster Dykema Cabot & Partners, LLC 0.00% No change 150 $16K
Private Wealth Management Group, LLC 0.01% Add +492.0% 148 $16K
Coston, McIsaac & Partners 0.00% Add +0.7% 150 $16K
PrairieView Partners, LLC 0.00% Reduce -64.3% 150 $16K
Boyd Watterson Asset Management LLC 0.01% Reduce -97.2% 145 $16K
GPS Wealth Strategies Group, LLC 0.00% Reduce -23.1% 143 $16K
Bfsg, LLC 0.00% No change 140 $15K
Avalon Trust Co 0.00% Add +1.5% 136 $15K
Park Square Financial Group, LLC 0.01% Add +25.5% 133 $15K
DB Fitzpatrick & Co, Inc 0.01% No change 129 $14K
First Community Trust NA 0.01% No change 129 $14K
Transce3nd, LLC 0.01% Reduce -50.8% 129 $14K
von Borstel & Associates, Inc. 0.00% New 128 $14K
Curio Wealth, LLC 0.01% Reduce -99.1% 1 $14K
Financial Freedom, LLC 0.01% No change 125 $14K
Spectrum Wealth Counsel, LLC 0.00% Reduce -4.2% 113 $12K
CBIZ Investment Advisory Services, LLC 0.00% Add +4.6% 113 $12K
Sierra Ocean, LLC 0.01% Reduce -8.3% 111 $12K
Thompson Investment Management, Inc. 0.00% No change 109 $12K
Clark Wealth Partners 0.01% Reduce -25.5% 105 $12K
HighMark Wealth Management LLC 0.01% Add +36.8% 104 $11K
AllSquare Wealth Management LLC 0.01% No change 104 $11K
GoalVest Advisory LLC 0.00% No change 103 $11K
Family CFO Inc 0.01% No change 100 $11K
HWG Holdings LP 0.00% New 100 $11K
Investment Research & Advisory Group, Inc. 0.00% No change 100 $11K
Mascoma Wealth Management LLC 0.00% No change 100 $11K
Hughes Financial Services, LLC 0.00% New 99 $11K
Burkett Financial Services, LLC 0.00% Add +1.1% 92 $10K
Elite Financial, Inc. 0.01% New 100 $10K
Horizon Financial Services, LLC 0.01% New 90 $10K
Ruedi Wealth Management, Inc. 0.00% No change 90 $10K
Vermillion Wealth Management, Inc. 0.00% No change 87 $10K
Cheviot Value Management, LLC 0.00% New 100 $10K
Crewe Advisors LLC 0.00% No change 86 $9K
Olistico Wealth, LLC 0.01% No change 86 $9K
Gables Capital Management Inc. 0.00% No change 86 $9K
Gould Capital, LLC 0.01% No change 83 $9K
YANKCOM Partnership 0.01% No change 83 $9K
Proathlete Wealth Management LLC 0.00% New 76 $8K
Eukles Asset Management 0.00% No change 73 $8K
Evolution Advisers, Inc. 0.00% No change 79 $8K
Elevation Wealth Partners, LLC 0.00% No change 70 $8K
Wealth Preservation Advisors, LLC 0.01% — 70 $8K
Iron Horse Wealth Management, LLC 0.00% Add +16.7% 70 $8K
Cedar Mountain Advisors, LLC 0.00% No change 69 $8K
Union Bancaire Privee, UBP SA 0.00% No change 68 $7K
Nalls Sherbakoff Group, LLC 0.01% — 67 $7K
Lowe Wealth Advisors, LLC 0.00% No change 66 $7K
Highline Wealth Partners LLC 0.00% Reduce -22.8% 61 $7K
Costello Asset Management, INC 0.00% Reduce -20.0% 60 $7K
Fairway Wealth LLC 0.00% No change 59 $6K
1620 Investment Advisors, Inc. 0.00% No change 56 $6K
Kozak & Associates, Inc. 0.00% Add +200.0% 60 $6K
Pension & Wealth Management Advisors, Inc. 0.00% Reduce -67.7% 53 $6K
Pineridge Advisors LLC 0.00% No change 51 $6K
Carolina Wealth Advisors, LLC 0.00% No change 50 $6K
Centennial Bank 0.00% No change 50 $6K
CGC Financial Services, LLC 0.00% No change 50 $6K
Nordwand Advisors, LLC 0.00% No change 50 $6K
Quest 10 Wealth Builders, Inc. 0.01% No change 47 $5K
Dogwood Wealth Management LLC 0.00% New 46 $5K
Signature Resources Capital Management, LLC 0.00% No change 45 $5K
Aspect Partners, LLC 0.00% Reduce -8.2% 45 $5K
Halbert Hargrove Global Advisors, LLC 0.00% New 40 $4K
Estabrook Capital Management 0.00% No change 40 $4K
Smallwood Wealth Investment Management, LLC 0.00% New 39 $4K
Compass Financial Services Inc 0.00% No change 38 $4K
Transamerica Financial Advisors, LLC 0.00% No change 30 $4K
Capital A Wealth Management, LLC 0.00% No change 36 $4K
Provenance Wealth Advisors, LLC 0.00% No change 34 $4K
Robinswood Financial LLC 0.00% No change 33 $4K
Newton One Investments LLC 0.00% Add +3.2% 32 $3K
BOK Financial Private Wealth, Inc. 0.00% Add +63.2% 31 $3K
Atlas Capital Advisors Inc. 0.00% No change 31 $3K
Princeton Global Asset Management LLC 0.00% Reduce -87.8% 30 $3K
Activest Wealth Management 0.00% Add +1400.0% 30 $3K
Main Street Group, LTD 0.00% Add +87.5% 30 $3K
Lord & Richards Wealth Management, LLC 0.00% New 29 $3K
Cranbrook Wealth Management, LLC 0.00% New 28 $3K
Marquette Asset Management, LLC 0.00% No change 28 $3K
Howard Capital Management Group, LLC 0.00% No change 28 $3K
Financial Connections Group, Inc. 0.00% No change 31 $3K
Tortoise Investment Management, LLC 0.00% No change 26 $3K
Atlantic Private Wealth, LLC 0.00% Add +4.0% 26 $3K
Mb, Levis & Associates, LLC 0.00% No change 25 $3K
Trifecta Capital Advisors, LLC 0.00% No change 25 $3K
PFG Private Wealth Management, LLC 0.00% Reduce -7.7% 24 $3K
PayPay Securities Corp 0.14% Add +15.0% 23 $3K
Retirement Wealth Solutions LLC 0.00% Add +214.3% 22 $2K
Holos Integrated Wealth LLC 0.00% Reduce -74.1% 22 $2K
Synergy Investment Management, LLC 0.00% No change 22 $2K
Principia Wealth Advisory, LLC 0.00% Add +20.0% 24 $2K
Investment Management Corp. /Va/ 0.00% No change 21 $2K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 21 $2K
Financial Gravity Asset Management, Inc. 0.00% — 20 $2K
Atwood & Palmer Inc. 0.00% No change 20 $2K
1 North Wealth Services LLC 0.00% New 19 $2K
Nvwm, LLC 0.00% Add +280.0% 19 $2K
Hara Capital LLC 0.00% No change 18 $2K
Bare Financial Services, Inc 0.00% New 18 $2K
Global Wealth Strategies & Associates 0.00% No change 17 $2K
Bay Harbor Wealth Management, LLC 0.00% New 16 $2K
ROSS\JOHNSON & Associates LLC 0.02% No change 13 $1K
Game Plan Financial Advisors, LLC 0.00% Reduce -96.5% 11 $1K
Dakota Community Bank & Trust NA 0.01% No change 10 $1K
Osterweis Capital Management Inc. 0.00% New 10 $1K
CKW Financial Group 0.00% No change 5 $1K
Bernard Wealth Management Corp. 0.00% New 7 $770
Nova Wealth Management, Inc. 0.00% New 6 $660
Riggs Asset Managment Co. Inc. 0.00% Reduce -40.0% 6 $660
Caitong International Asset Management Co., Ltd 0.00% New 5 $550
Parkworth Wealth Management, Inc. 0.00% Reduce -37.5% 5 $550
HFM Investment Advisors, LLC 0.00% — 5 $550
Anfield Capital Management, LLC 0.00% Reduce -50.0% 5 $550
Cherry Tree Wealth Management, LLC 0.00% No change 3 $330
Bear Mountain Capital, Inc. 0.00% New 3 $294
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 2 $273
Winthrop Capital Management, LLC 0.00% No change 4 $0

"% 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.