United Parcel Service Class BUPS

13F holders, Q2 2025 (June 30)
2,115holders −86
140new positions
231sold out
12famous investors
$100.94avg. 13F price*

At the end of Q2 2025, 2,115 institutions reported holding United Parcel Service Class B (UPS) in their 13F filings, down 86 from Q1 2025. 140 opened new positions and 231 sold out. The largest holders were Vanguard Group Inc. ($6.8B), BlackRock, Inc. ($5.1B) and State Street Corp. ($3.1B). 12 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Bill Gates / Michael Larson (0.2% of Gates Foundation Trust's portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions140$283.2M
Exits231$398.3M

All 13F filers, Q1 2025 → Q2 2025: 45,744,635 shares bought and 50,583,051 shares sold, net −4,838,416 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,115 holders

Vanguard Group Inc. 0.11% Add +1.2% 66,905,138 $6.8B
BlackRock, Inc. 0.10% Add +5.2% 50,149,680 $5.1B
State Street Corp. 0.12% Add +1.5% 30,774,530 $3.1B
Charles Schwab Investment Management Inc. 0.45% Add +3.0% 25,792,139 $2.6B
Geode Capital Management, LLC 0.12% Add +4.8% 16,623,834 $1.7B
FMR LLC 0.09% Add +8.1% 16,335,235 $1.6B
Morgan Stanley 0.06% Add +9.2% 9,665,482 $975.6M
JPMorgan Chase & Co. 0.07% Reduce -33.6% 9,579,701 $967.0M
Bank of America Corp. 0.07% Reduce -29.0% 8,651,119 $873.2M
Norges Bank 0.11% Add +3.2% 8,439,091 $851.8M
Northern Trust Corp. 0.10% Add +0.7% 7,470,754 $754.1M
Victory Capital Management Inc. 0.49% Add +1039.5% 7,230,273 $744.2M
Goldman Sachs Group Inc. 0.11% Add +11.4% 6,820,100 $688.4M
UBS Group AG 0.13% Reduce -7.3% 6,361,749 $642.2M
Invesco Ltd. 0.10% Add +45.4% 5,730,804 $578.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% Add +12.8% 5,323,209 $537.3M
T. Rowe Price Associates Inc. 0.06% Reduce -19.0% 5,215,512 $526.5M
Franklin Resources Inc. 0.14% Reduce -23.9% 5,158,313 $520.7M
Dimensional Fund Advisors LP 0.11% Add +17.8% 4,585,898 $462.9M
Bank of New York Mellon Corp 0.09% Reduce -4.5% 4,576,166 $461.9M
Royal Bank of Canada 0.09% Add +48.0% 4,524,034 $456.7M
Pacer Advisors, Inc. 1.16% Add +1.9% 4,417,865 $445.9M
Legal & General Group Plc 0.10% Reduce -2.1% 4,117,171 $415.6M
Arrowstreet Capital, Limited Partnership 0.29% Add +78.7% 4,086,862 $412.5M
Nordea Investment Management AB 0.34% Add +17.3% 3,598,284 $362.5M
Van Eck Associates Corp. 0.35% Reduce -0.2% 3,034,288 $306.3M
Wells Fargo & Company 0.07% Reduce -46.3% 2,924,215 $295.2M
Amundi 0.10% Reduce -64.5% 2,663,771 $281.1M
Raymond James Financial Inc. 0.10% Reduce -11.2% 2,756,239 $278.2M
American Century Companies Inc. 0.15% Reduce -25.1% 2,683,057 $270.8M
First Trust Advisors LP 0.20% Add +11.0% 2,420,639 $244.3M
Deutsche Bank AG 0.09% Reduce -19.3% 2,337,238 $235.9M
Primecap Management Co. 0.18% Reduce -0.3% 2,297,531 $231.9M
AQR Capital Management 0.19% Add +94.8% 2,300,081 $231.4M
Swiss National Bank 0.13% Add +7.7% 2,220,400 $224.1M
Qube Research & Technologies Ltd 0.31% Add +1070.4% 2,215,639 $223.6M
Stifel Financial Corp. 0.21% Add +8.9% 2,128,927 $214.9M
Barclays PLC 0.08% Add +10.0% 2,058,975 $207.8M
HSBC Holdings PLC 0.13% Add +2.3% 1,933,540 $194.9M
Capital World Investors 0.03% Reduce -39.0% 1,929,272 $194.7M
Sumitomo Mitsui Trust Group, Inc. 0.12% Add +5.8% 1,879,372 $189.7M
National Pension Service 0.16% Add +8.2% 1,877,033 $189.5M
Squarepoint Ops LLC 0.42% Add +135.4% 1,875,341 $189.3M
Nuveen, LLC 0.05% Add +2.4% 1,873,769 $189.1M
Ameriprise Financial Inc. 0.04% Add +0.2% 1,755,782 $177.3M
FineMark National Bank & Trust 5.89% Reduce -0.1% 1,713,816 $173.0M
LPL Financial LLC 0.06% Add +7.6% 1,688,901 $170.5M
California Public Employees Retirement System 0.11% Reduce -7.4% 1,665,932 $168.2M
Assenagon Asset Management S.A. 0.25% Add +443.6% 1,549,962 $156.5M
Artisan Partners Limited Partnership 0.22% Reduce -1.4% 1,459,208 $147.3M
Allianz Asset Management GmbH 0.19% Add +15.2% 1,439,870 $145.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.11% Add +7.3% 1,399,026 $141.2M
Cullen Capital Management, LLC 1.52% Add +9.3% 1,323,656 $133.6M
Manufacturers Life Insurance Company, The 0.12% Add +130.4% 1,303,804 $131.6M
Rhumbline Advisers 0.11% Reduce -1.0% 1,299,638 $131.2M
Envestnet Asset Management Inc. 0.04% Reduce -13.0% 1,273,001 $128.5M
Balyasny Asset Management L.P. 0.28% Add +8574.6% 1,199,172 $121.0M
Federated Hermes, Inc. 0.23% Reduce -7.5% 1,185,156 $119.6M
D. E. Shaw & Co. 0.13% Add +40.1% 1,176,399 $118.7M
Swiss Life Asset Management Ltd 0.72% Add +6.3% 1,174,385 $118.5M
Empower Advisory Group, LLC 0.35% Add +18.8% 1,154,579 $116.5M
PNC Financial Services Group, Inc. 0.07% Reduce -2.5% 1,135,243 $114.6M
Equity Investment Corp. 2.50% Add +16.8% 1,130,550 $114.1M
Spirepoint Private Client, LLC 12.47% Add +1.0% 1,093,830 $110.4M
Two Sigma Advisers, LP 0.22% Reduce -23.8% 1,057,600 $106.8M
BNP Paribas Financial Markets 0.08% Reduce -46.0% 1,029,617 $103.9M
Citadel Advisors 0.09% Add +22.6% 1,025,834 $103.5M
Crawford Investment Counsel Inc. 1.80% Add +4.5% 1,016,680 $102.6M
Clifford Swan Investment Counsel LLC 3.40% Add +5.7% 954,426 $96.3M
DAVENPORT & Co LLC 0.53% Reduce -1.6% 948,219 $95.8M
Alliancebernstein L.P. 0.03% Add +5.7% 934,765 $94.4M
California State Teachers Retirement System 0.10% Reduce -6.6% 897,631 $90.6M
HighTower Advisors, LLC 0.11% Reduce -10.6% 892,722 $90.1M
Mariner, LLC 0.13% Add +5.4% 870,411 $87.9M
Merit Financial Group, LLC 0.97% Reduce -0.3% 860,493 $86.9M
New York State Common Retirement Fund 0.11% No change 848,332 $85.6M
Marshall Wace, LLP 0.10% Reduce -36.9% 838,601 $84.6M
Citigroup Inc. 0.06% Add +0.5% 826,482 $83.4M
Principal Financial Group Inc. 0.04% Reduce -3.0% 792,817 $80.0M
Bank of Montreal 0.04% Reduce -9.9% 786,915 $79.4M
Accredited Investors Inc. 4.68% Reduce -0.1% 783,700 $79.1M
Mirae Asset Global Investments Co., Ltd. 0.28% Add +13.4% 783,656 $79.1M
BBR Partners, LLC 4.75% Add +17.2% 756,415 $76.4M
Ensign Peak Advisors, Inc 0.13% Add +188.6% 756,209 $76.3M
Gates Foundation Trust 0.16% No change 755,089 $76.2M
Wealth Enhancement Advisory Services, LLC 0.13% Add +38.9% 728,340 $75.8M
SG Americas Securities, LLC 0.34% Add +37.5% 746,698 $75.4M
Thrivent Financial for Lutherans 0.16% Add +10.0% 722,383 $72.9M
Maj Invest Holding A/S 2.51% Reduce -0.4% 710,521 $71.7M
State Board of Administration of Florida Retirement System 0.12% Add +0.1% 681,387 $68.8M
Millennium Management 0.06% Add +157.2% 674,651 $68.1M
Confluence Investment Management LLC 0.96% Add +5.2% 671,771 $67.8M
Commonwealth Equity Services, LLC 0.09% Reduce -3.4% 664,375 $67.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.12% Add +5.5% 647,271 $65.3M
National Bank of Canada 0.07% Add +174.1% 645,297 $65.1M
Wellington Management Group LLP 0.01% Reduce -94.4% 640,288 $64.6M
New York State Teachers Retirement System 0.13% Add +1.2% 631,863 $63.8M
Macquarie Group Ltd. 0.08% Add +99.8% 624,663 $63.1M
CIBC Private Wealth Group LLC 0.11% Add +93.6% 617,110 $62.3M
Baird Financial Group, Inc. 0.11% Reduce -19.3% 610,725 $61.6M
Prudential Financial Inc. 0.08% Add +10.9% 595,063 $60.1M
Bank Julius Baer & Co. Ltd, Zurich 0.18% Add +1.5% 595,033 $60.1M
Epoch Investment Partners, Inc. 0.30% Reduce -2.2% 579,236 $58.5M
Value Partners Investments Inc. 4.56% Add +0.4% 577,874 $58.3M
Janney Montgomery Scott LLC 0.15% Add +12.8% 572,836 $57.8M
Adage Capital Partners Gp, L.L.C. 0.09% Reduce -12.6% 556,500 $56.2M
US Bancorp \de 0.07% Reduce -11.5% 555,752 $56.1M
Aviva PLC 0.11% Add +28.3% 548,437 $55.4M
Aberdeen Group plc 0.09% Add +7.0% 545,096 $55.0M
Massachusetts Financial Services Co. 0.02% Reduce -14.3% 538,570 $54.4M
Point72 Asset Management 0.13% Add +340.1% 519,743 $52.5M
Voya Investment Management LLC 0.06% Add +3.1% 518,237 $52.3M
Renaissance Technologies 0.07% New 510,500 $51.5M
Twinbeech Capital LP 1.17% Add +105.4% 509,465 $51.4M
Boston Trust Walden Corp 0.36% Reduce -7.8% 504,416 $50.9M
Worldquant Millennium Advisors LLC 0.24% New 482,352 $48.7M
CANADA LIFE ASSURANCE Co 0.08% Reduce -9.1% 477,677 $48.3M
Nomura Asset Management Co. Ltd. 0.13% Add +0.7% 461,986 $46.6M
RNC Capital Management LLC 2.20% Add +21.6% 448,485 $45.3M
Jones Financial Companies LLLP 0.03% Add +41.8% 438,565 $44.4M
Cerity Partners LLC 0.08% Add +1.3% 429,440 $43.3M
Pictet Asset Management Holding SA 0.04% Add +3.3% 428,237 $43.2M
Annie E. Casey Foundation, Inc. 100.00% No change 421,036 $42.5M
Old Republic International Corp. 1.63% No change 411,400 $41.5M
State of Wisconsin Investment Board 0.10% Reduce -4.3% 407,243 $41.1M
Chevy Chase Trust Holdings, LLC 0.12% Add +4.8% 404,261 $40.8M
Truist Financial Corp. 0.06% Reduce -7.7% 402,204 $40.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.10% Reduce -36.5% 391,603 $39.5M
Caisse de depot et placement du Quebec 0.08% Add +7078.8% 385,000 $38.9M
Manchester Capital Management LLC 5.07% Reduce -22.9% 381,483 $38.5M
Cetera Investment Advisers 0.06% Add +8.6% 379,467 $38.3M
STRS Ohio 0.14% Add +13.8% 379,114 $38.3M
Russell Investments Group, Ltd. 0.05% Add +9.5% 377,415 $38.1M
Susquehanna International Group, LLP 0.06% Reduce -49.3% 370,780 $37.4M
Hollencrest Capital Management 1.60% Reduce -0.0% 369,786 $37.3M
Cacti Asset Management LLC 2.65% No change 367,968 $37.2M
Handelsbanken Fonder AB 0.13% Add +25.1% 366,978 $37.0M
TD Asset Management Inc 0.03% Add +1.4% 361,180 $36.5M
GMO 0.11% Add +0.6% 360,312 $36.4M
Healthcare of Ontario Pension Plan Trust Fund 0.07% Add +6.1% 359,269 $36.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.09% Add +5.8% 345,642 $34.9M
Danske Bank A/S 0.09% Add +9.9% 344,081 $34.7M
Treasurer of the State of North Carolina 0.11% Add +2.7% 342,866 $34.6M
Royal London Asset Management Ltd. 0.08% Reduce -1.8% 339,436 $34.3M
Mitsubishi UFJ Trust & Banking Corp 0.08% Reduce -9.5% 333,423 $33.7M
Andra AP-fonden 0.47% Add +95.9% 332,983 $33.6M
Asset Management One Co., Ltd. 0.10% Add +10.2% 330,738 $33.4M
Vaughan David Investments LLC 0.74% Reduce -0.6% 327,576 $33.1M
Swedbank AB 0.04% Add +6.1% 323,681 $32.7M
Sei Investments Co. 0.04% Reduce -6.3% 315,647 $31.9M
Brandywine Global Investment Management, LLC 0.23% Add +15.6% 314,991 $31.8M
CFO4Life Group, LLC 4.95% Reduce -0.7% 313,371 $31.6M
Toronto Dominion Bank 0.07% Add +14.7% 309,894 $31.3M
Drexel Morgan & Co. 5.55% Add +47.7% 309,765 $31.3M
Public Employees Retirement System of Ohio 0.10% Reduce -0.8% 305,103 $30.8M
Man Group plc 0.07% Add +230.0% 301,602 $30.4M
Focus Partners Wealth 0.07% Reduce -22.0% 300,879 $30.4M
AXA S.A. 0.09% Add +12.0% 300,600 $30.3M
Masters Capital Management LLC 5.83% Add +50.0% 300,000 $30.3M
Deprince Race & Zollo Inc. 0.61% Reduce -12.2% 291,488 $29.4M
Donaldson Capital Management, LLC 1.06% Add +1.1% 285,678 $28.8M
DNB Asset Management AS 0.12% Add +3.1% 280,824 $28.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% Add +18.8% 279,496 $28.2M
Canada Pension Plan Investment Board 0.02% Reduce -15.8% 279,228 $28.2M
DekaBank Deutsche Girozentrale 0.05% Reduce -8.7% 275,038 $28.0M
Quantinno Capital Management LP 0.12% Add +174.2% 277,268 $28.0M
Alps Advisors Inc. 0.16% Add +11.2% 276,167 $27.9M
Oppenheimer Asset Management Inc. 0.32% Add +28.1% 275,177 $27.8M
Mn Services Vermogensbeheer B.V. 0.19% Add +2.8% 274,199 $27.7M
Saturna Capital Corp. 0.37% Reduce -2.4% 268,288 $27.1M
Advisors Asset Management, Inc. 0.48% Add +8.2% 264,532 $26.7M
Storebrand Asset Management As 0.08% Add +2.7% 263,297 $26.6M
KLP Kapitalforvaltning As 0.11% Add +5.3% 263,293 $26.6M
Willis Investment Counsel 1.54% Add +8.7% 260,548 $26.3M
Centric Wealth Management 6.25% Reduce -11.9% 301,818 $26.2M
State of Tennessee, Department of Treasury 0.09% Add +3.9% 257,321 $26.0M
Creative Planning 0.02% Add +9.2% 254,190 $25.7M
Smith Chas P & Associates Pa Cpas 1.44% Add +6.5% 253,667 $25.6M
Resona Asset Management Co.,Ltd. 0.12% Add +5.8% 250,064 $25.3M
ING Groep NV 0.15% Add +100.6% 249,555 $25.2M
Coho Partners, Ltd. 1.84% Reduce -22.6% 244,973 $24.7M
State of New Jersey Common Pension Fund D 0.10% Reduce -0.7% 244,472 $24.7M
Osaic Holdings, Inc. 0.04% Add +12.1% 236,083 $23.9M
Capital CS Group, LLC 38.94% Reduce -21.7% 235,090 $23.7M
Corient Private Wealth LP 0.03% Reduce -32.1% 235,009 $23.7M
Schonfeld Strategic Advisors LLC 0.18% Add +920.0% 234,208 $23.6M
Capital Fund Management S.A. 0.26% Add +1423.9% 233,956 $23.6M
Clarkston Capital Partners, LLC 0.49% Reduce -20.4% 230,922 $23.3M
Guggenheim Capital LLC 0.19% Reduce -3.3% 230,598 $23.3M
Kestra Advisory Services, LLC 0.11% Add +58.7% 229,707 $23.2M
Haverford Trust Co 0.22% Add +32.8% 225,303 $22.7M
Korea Investment CORP 0.05% Reduce -24.2% 224,574 $22.7M
TCW Group Inc. 0.18% Reduce -27.2% 223,454 $22.6M
Lansforsakringar Fondforvaltning AB (publ) 0.13% Reduce -7.3% 223,283 $22.5M
Fidelity National Financial, Inc. 0.56% No change 220,000 $22.2M
McGowan Group Asset Management, Inc. 2.81% New 217,699 $22.0M
Nexus Investment Management ULC 3.28% Add +2.3% 217,331 $21.9M
First Foundation Advisors 0.81% Reduce -28.9% 217,299 $21.9M
DDD Partners, LLC 2.34% Add +16.0% 215,816 $21.8M
Rockefeller Capital Management L.P. 0.05% Reduce -41.8% 214,790 $21.7M
Arizona State Retirement System 0.12% Reduce -0.1% 214,428 $21.6M
Edgar Lomax Co. 1.36% Reduce -1.6% 213,425 $21.5M
Engineers Gate Manager LP 0.27% Add +0.7% 213,139 $21.5M
State of Michigan Retirement System 0.11% Add +6.8% 211,814 $21.4M
Professional Advisory Services Inc. 2.56% Reduce -1.4% 205,213 $20.7M
CapWealth Advisors, LLC 1.96% Add +106.1% 197,039 $19.9M
Comerica Bank 0.08% Reduce -5.4% 194,119 $19.6M
Cambridge Investment Research Advisors, Inc. 0.06% Add +15.8% 193,306 $19.5M
Allworth Financial LP 0.09% Add +26.9% 189,045 $19.1M
Glenmede Investment Management, LP 0.10% — 188,787 $19.1M
Hancock Whitney Corp. 0.36% Add +6265.1% 188,343 $19.0M
MetLife Investment Management, LLC 0.11% Reduce -1.6% 186,958 $18.9M
NFJ Investment Group, LLC 0.65% Add +1400.4% 185,560 $18.7M
Jamison Private Wealth Management, Inc. 2.68% Add +0.8% 185,216 $18.7M
J.W. Cole Advisors, Inc. 0.39% Add +2.0% 182,836 $18.5M
M&T Bank Corp 0.06% Reduce -6.4% 182,123 $18.4M
Zacks Investment Management 0.16% Add +0.9% 180,815 $18.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.10% Add +7.6% 179,951 $18.2M
Verity & Verity, LLC 1.56% Add +45.9% 179,677 $18.1M
Czech National Bank 0.14% Add +6.8% 179,348 $18.1M
Delta Asset Management LLC 1.57% Add +0.8% 178,488 $18.0M
Cwm, LLC 0.06% Add +83.9% 178,243 $18.0M
South Dakota Investment Council 0.34% Add +44.4% 177,546 $17.9M
Natixis Advisors, LLC 0.03% Reduce -11.6% 177,313 $17.9M
Waverly Advisors, LLC 0.19% Add +7.3% 172,169 $17.4M
Measured Wealth Private Client Group, LLC 5.11% Reduce -0.0% 169,059 $17.1M
Nisa Investment Advisors, LLC 0.08% Add +5.7% 168,392 $17.0M
Cantor Fitzgerald Investment Advisors L.P. 1.20% Add +0.8% 168,352 $17.0M
Teacher Retirement System of Texas 0.07% Reduce -29.0% 168,309 $17.0M
Wilkins Investment Counsel Inc. 2.40% Add +14.3% 167,720 $16.9M
Evergreen Capital Management LLC 0.51% Add +19.4% 167,496 $16.9M
D.A. Davidson & Co. 0.12% Add +1.8% 166,411 $16.8M
Two Sigma Investments, LP 0.03% Reduce -77.9% 162,183 $16.4M
Godsey & Gibb, Inc. 1.53% Add +3.5% 161,606 $16.3M
Forsta Ap-Fonden 0.11% Reduce -1.9% 159,000 $16.0M
Keybank National Association 0.06% Reduce -4.0% 158,105 $16.0M
Retirement Systems of Alabama 0.06% Add +0.2% 157,445 $15.9M
Villere St Denis J & Co. LLC 1.56% New 157,200 $15.9M
Capital Investment Advisors, LLC 0.28% Reduce -4.6% 156,167 $15.8M
Skandinaviska Enskilda Banken AB (publ) 0.07% Add +4.2% 154,994 $15.6M
Sound Income Strategies, LLC 0.90% Add +24.6% 154,858 $15.6M
1832 Asset Management L.P. 0.03% Reduce -10.9% 154,310 $15.6M
Robeco Institutional Asset Management B.V. 0.02% Add +43.8% 151,851 $15.3M
KBC Group NV 0.04% Reduce -25.1% 151,038 $15.2M
Choreo, LLC 0.21% Reduce -0.3% 150,935 $15.2M
Gateway Investment Advisers LLC 0.17% Reduce -29.5% 149,687 $15.1M
Sanctuary Advisors, LLC 0.09% Add +52.3% 147,898 $14.9M
KLCM Advisors, Inc. 1.56% Reduce -1.8% 145,740 $14.7M
Pinebridge Investments, L.P. 0.12% Reduce -64.4% 144,955 $14.6M
HRT Financial LP 0.06% New 143,505 $14.5M
Point72 (DIFC) Ltd 1.15% Add +772.2% 143,278 $14.5M
Amalgamated Bank 0.11% Reduce -0.4% 142,080 $14.3M
Kimelman & Baird, LLC 1.12% Reduce -3.9% 135,994 $13.7M
Bank of Nova Scotia 0.03% Add +23.6% 135,734 $13.7M
IFM Investors Pty Ltd 0.13% Add +2.7% 134,975 $13.6M
Lone Peak Global Investors LLC 2.59% Add +116.7% 134,392 $13.6M
Badgley Phelps Wealth Managers, LLC 0.29% Reduce -0.0% 131,519 $13.3M
Brookstone Capital Management 0.17% Add +10.0% 131,416 $13.3M
Gotham Asset Management 0.08% Add +99.1% 130,781 $13.2M
CIBC Asset Management Inc 0.04% Reduce -6.6% 129,406 $13.1M
ProShare Advisors LLC 0.03% Add +16.1% 129,189 $13.0M
USS Investment Management Ltd 0.08% Add +0.2% 128,911 $13.0M
Modera Wealth Management, LLC 0.16% Reduce -9.2% 125,637 $12.7M
Isthmus Partners, LLC 1.47% Add +24.2% 125,029 $12.6M
W1M Asset Management Ltd 0.95% Reduce -49.8% 124,711 $12.6M
Donald L. Hagan, LLC 6.20% No change 123,000 $12.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.34% Reduce -18.5% 122,892 $12.4M
Blair William & Co. 0.03% Reduce -33.0% 121,438 $12.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -16.5% 121,235 $12.2M
Twin Tree Management, LP 0.31% Add +526.5% 121,072 $12.2M
NewEdge Advisors, LLC 0.06% Add +31.3% 120,753 $12.2M
Calamos Advisors LLC 0.08% No change 120,372 $12.2M
Utah Retirement Systems 0.13% Reduce -0.2% 120,317 $12.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.07% Reduce -17.5% 115,416 $11.7M
Midwest Trust Co 0.16% — 114,979 $11.6M
Marco Investment Management LLC 0.96% Reduce -1.8% 114,360 $11.5M
Loomis Sayles & Co. L P 0.01% Add +23.1% 114,319 $11.5M
Bell Bank 0.53% Add +52.6% 113,299 $11.4M
Stockman Wealth Management, Inc. 1.55% Add +14.1% 112,956 $11.4M
Scotia Capital Inc. 0.05% Add +3.3% 112,409 $11.3M
Founders Capital Management, LLC 1.93% Add +8.3% 111,405 $11.2M
Police & Firemen's Retirement System of New Jersey 0.10% Add +4.7% 111,221 $11.2M
Xponance LLC 0.09% Add +4.3% 110,305 $11.1M
Ossiam 0.13% Add +862.9% 110,227 $11.1M
Private Advisor Group, LLC 0.06% Reduce -4.7% 110,166 $11.1M
New York Life Investment Management LLC 0.10% Add +1.6% 109,968 $11.1M
Daiwa Securities Group Inc. 0.04% Add +4.8% 109,965 $11.1M
International Assets Investment Management, LLC 0.89% Add +1.0% 109,120 $11.0M
Greatmark Investment Partners, Inc. 1.36% Reduce -5.0% 107,523 $10.9M
Mayar Capital Ltd. 19.85% Add +0.5% 107,020 $10.8M
Wedge Capital Management L L P 0.19% Add +22.7% 106,014 $10.7M
Steigerwald, Gordon & Koch Inc. 1.12% Add +0.4% 105,398 $10.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.10% Add +2.8% 105,293 $10.6M
Ieq Capital, LLC 0.06% Add +154.5% 104,819 $10.6M
Yousif Capital Management, LLC 0.11% Reduce -0.0% 104,452 $10.5M
Varma Mutual Pension Insurance Co 0.08% Add +1.4% 103,670 $10.5M
Group One Trading LLC 0.34% Add +178.4% 103,334 $10.4M
MML Investors Services, LLC 0.03% Reduce -21.5% 102,821 $10.4M
Empowered Funds, LLC 0.12% Reduce -31.9% 102,426 $10.3M
Regions Financial Corp. 0.07% Reduce -2.9% 101,128 $10.2M
Janney Capital Management LLC 0.65% Reduce -1.1% 100,175 $10.1M
QRG Capital Management, Inc. 0.09% Reduce -1.9% 98,648 $10.0M
Schroder Investment Management Group 0.01% Reduce -6.7% 97,187 $9.8M
Commerzbank Aktiengesellschaft 0.22% Add +27.6% 96,048 $9.7M
Public Employees Retirement Association of Colorado 0.04% Reduce -0.1% 95,609 $9.7M
Vontobel Holding Ltd. 0.03% Add +4.6% 95,458 $9.6M
Peapack Gladstone Financial Corp. 0.14% Add +11.0% 95,377 $9.6M
Avantax Advisory Services, Inc. 0.05% Add +14.6% 94,361 $9.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.07% No change 94,200 $9.5M
Telos Capital Management, Inc. 0.96% Add +2.3% 93,666 $9.5M
Headlands Technologies LLC 1.13% New 93,535 $9.4M
Cibc World Markets Corp. 0.06% Add +4.7% 92,322 $9.3M
Southern Capital Advisors, LLC 4.76% Reduce -0.0% 92,160 $9.3M
Mercer Global Advisors Inc. 0.02% Add +2.9% 92,092 $9.3M
State of Alaska, Department of Revenue 0.10% Reduce -3.5% 91,601 $9.2M
ASR Vermogensbeheer N.V. 0.12% Add +4.7% 91,285 $9.2M
Westshore Wealth, LLC 3.54% No change 91,270 $9.2M
Nissay Asset Management Corp. /Japan 0.05% Add +1.6% 90,929 $9.2M
Capstone Investment Advisors, LLC 0.09% Add +11.6% 90,750 $9.2M
Tidal Investments LLC 0.06% Add +18.1% 90,374 $9.1M
Stephens Inc. 0.13% Add +20.1% 90,368 $9.1M
Hengehold Capital Management LLC 0.83% Reduce -0.2% 90,275 $9.1M
Brown Advisory Inc. 0.01% Add +2.8% 90,268 $9.1M
Financial Partners Group, LLC 3.30% Reduce -0.8% 90,247 $9.1M
U.S. Capital Wealth Advisors, LLC 0.27% Add +12.1% 90,127 $9.1M
Orion Porfolio Solutions, LLC 0.08% Reduce -8.4% 90,015 $9.1M
Waters Parkerson & Co., LLC 0.45% Reduce -11.3% 89,713 $9.1M
Gilman Hill Asset Management, LLC 1.47% Add +11.8% 88,941 $9.0M
Horizon Investments, LLC 0.14% Add +487.8% 88,550 $8.9M
Sequoia Financial Advisors, LLC 0.06% Reduce -10.2% 88,471 $8.9M
Intech Investment Management LLC 0.08% Add +134.0% 87,053 $8.8M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.78% Add +6.2% 86,986 $8.8M
Janus Henderson Group PLC 0.00% Reduce -92.2% 86,753 $8.8M
Mackenzie Financial Corp. 0.01% Add +15.0% 86,667 $8.7M
Advocate Group LLC 1.53% Add +5.2% 84,925 $8.6M
Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 3.48% No change 84,574 $8.5M
Mutual of America Capital Management LLC 0.09% Reduce -1.1% 84,161 $8.5M
Wealthfront Advisers LLC 0.02% Add +72.1% 83,202 $8.4M
Intact Investment Management Inc. 0.28% Reduce -10.9% 82,300 $8.3M
United Capital Financial Advisors, LLC 0.07% Add +7.0% 82,266 $8.3M
Cubist Systematic Strategies, LLC 0.09% New 82,000 $8.3M
Waypoint Wealth Partners Inc. 2.01% No change 81,858 $8.3M
Moneta Group Investment Advisors LLC 0.10% Reduce -0.1% 81,855 $8.3M
Beacon Pointe Advisors, LLC 0.09% Add +7.8% 81,645 $8.2M
Sowell Financial Services LLC 0.33% Add +8.4% 80,509 $8.1M
Florida Trust Wealth Management Co 0.25% Reduce -15.6% 79,937 $8.1M
Woodline Partners LP 0.04% Add +723.3% 79,366 $8.0M
First Fiduciary Investment Counsel, Inc. 1.59% Reduce -2.9% 79,226 $8.0M
Quadrature Capital Ltd 0.14% Add +181.6% 78,829 $8.0M
Heritage Investors Management Corp. 0.25% Reduce -2.4% 78,317 $7.9M
Pathstone Holdings, LLC 0.03% Reduce -11.7% 77,913 $7.9M
AustralianSuper Pty Ltd 0.04% New 77,771 $7.9M
Stonebridge Capital Advisors LLC 0.60% Reduce -5.2% 77,688 $7.8M
Fullcircle Wealth LLC 2.92% Add +3.7% 92,182 $7.8M
Lido Advisors, LLC 0.04% Reduce -12.4% 77,527 $7.8M
Ilmarinen Mutual Pension Insurance Co 0.06% No change 77,000 $7.8M
ExodusPoint Capital Management, LP 0.09% New 76,835 $7.8M
OP Asset Management Ltd 0.11% Add +0.5% 76,730 $7.7M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.22% Reduce -7.2% 75,180 $7.6M
Everett Harris & Co. 0.10% Reduce -6.6% 74,865 $7.6M
Vanguard Personalized Indexing Management, LLC 0.08% Add +42.8% 74,443 $7.5M
Fisher Asset Management 0.00% Reduce -3.5% 74,331 $7.5M
Generali Asset Management SPA SGR 0.17% Add +39.4% 73,677 $7.4M
Sage Capital Advisors,llc 1.83% Add +1.9% 73,564 $7.4M
Qsemble Capital Management, LP 0.71% Add +14.8% 73,357 $7.4M
Capital Management Corp. 1.26% Add +21.6% 73,340 $7.4M
Cadence Bank 0.49% Reduce -2.5% 73,218 $7.4M
ICICI Prudential Asset Management Co Ltd 0.91% Add +12.4% 72,600 $7.3M
VestGen Advisors, LLC 0.29% Add +48.2% 76,217 $7.3M
Cullinan Associates Inc. 0.48% Reduce -7.2% 72,382 $7.3M
Mutual Advisors, LLC 0.18% Add +19.2% 70,354 $7.3M
Avanza Fonder AB 0.22% Reduce -0.2% 72,097 $7.3M
Rafferty Asset Management, LLC 0.02% Add +16.5% 71,808 $7.2M
Cullen Investment Group, LTD. 1.02% Add +19.1% 71,769 $7.2M
Captrust Financial Advisors 0.02% Reduce -0.2% 71,482 $7.2M
Visionary Wealth Advisors 0.37% Add +10.3% 71,193 $7.2M
Country Club Bank 0.45% Reduce -5.2% 70,688 $7.2M
&partners 0.05% Reduce -13.2% 70,547 $7.1M
Assetmark, Inc. 0.02% Reduce -24.7% 70,186 $7.1M
Fifth Third Bancorp 0.02% Reduce -49.5% 69,642 $7.0M
Oppenheimer & Co. Inc. 0.09% Add +10.7% 68,924 $7.0M
Addenda Capital Inc. 0.25% Add +24.5% 68,778 $6.9M
Logan Capital Management Inc. 0.32% Reduce -32.2% 68,249 $6.9M
Allianz SE 0.16% Reduce -1.8% 68,087 $6.9M
Live Oak Private Wealth LLC 1.02% Add +2.8% 67,909 $6.9M
First Manhattan Co. Llc. 0.02% Reduce -10.6% 67,818 $6.8M
Walleye Trading LLC 0.17% Reduce -38.2% 67,687 $6.8M
Envestnet Portfolio Solutions, Inc. 0.03% Add +44.2% 67,531 $6.8M
NewSquare Capital LLC 0.50% Add +5.1% 67,312 $6.7M
Stonegate Investment Group, LLC 0.17% Reduce -89.6% 66,224 $6.7M
Composition Wealth, LLC 0.11% Reduce -0.7% 65,827 $6.6M
Brevan Howard Capital Management LP 0.07% New 65,626 $6.6M
Snowden Capital Advisors LLC 0.20% Add +2.2% 65,600 $6.6M
Cibc World Market Inc. 0.01% Add +10.3% 65,045 $6.6M
NEOS Investment Management LLC 0.08% Add +24.5% 64,746 $6.5M
United Advisor Group, LLC 1.12% Add +1.8% 64,389 $6.5M
Abn Amro Investment Solutions 0.13% Reduce -3.2% 63,869 $6.4M
Kiltearn Partners LLP 1.29% Add +24.2% 63,600 $6.4M
Oregon Public Employees Retirement Fund 0.11% Add +0.8% 63,304 $6.4M
Occudo Quantitative Strategies LP 0.72% Add +1201.5% 63,279 $6.4M
Synovus Financial Corp. 0.08% Reduce -11.2% 63,231 $6.4M
Debussy Capital Management LP 0.96% Reduce -36.1% 63,165 $6.4M
Summit Financial Wealth Advisors, LLC 1.14% Reduce -10.7% 62,808 $6.3M
Easterly Investment Partners LLC 0.45% Add +1350.5% 62,605 $6.3M
Hennessy Advisors Inc. 0.21% Reduce -0.6% 62,600 $6.3M
Clark & Stuart, Inc 4.75% Add +5.8% 62,478 $6.3M
River Road Asset Management, LLC 0.08% Reduce -27.7% 73,070 $6.3M
Lee Danner & Bass Inc. 0.49% Reduce -0.6% 62,261 $6.3M
Candriam S.C.A. 0.04% Add +2.2% 62,251 $6.3M
Steward Partners Investment Advisory, LLC 0.05% Reduce -14.0% 62,078 $6.3M
Hi-Line Capital Management, LLC 2.20% Add +37.8% 61,484 $6.2M
Federation des caisses Desjardins du Quebec 0.03% Reduce -0.1% 61,483 $6.2M
Kornitzer Capital Management Inc. 0.13% Reduce -7.3% 61,466 $6.2M
First National Bank of Mount Dora, Trust Investment Services 1.39% Reduce -0.1% 61,221 $6.2M
B. Metzler seel. Sohn & Co. AG 0.06% No change 60,749 $6.1M
CW Advisors, LLC 0.06% Add +85.0% 60,614 $6.1M
Wealthcare Advisory Partners LLC 0.14% Reduce -1.7% 60,606 $6.1M
CX Institutional 0.21% Add +39.9% 60,165 $6.1M
Ally Financial Inc. 0.68% No change 60,000 $6.1M
NorthCoast Asset Management LLC 0.03% Add +61.2% 59,753 $6.0M
Sigma Investment Counselors Inc. 0.33% No change 59,258 $6.0M
Olstein Capital Management, L.P. 1.12% Reduce -21.3% 59,000 $6.0M
Level Four Advisory Services, LLC 0.22% Add +3.4% 58,857 $5.9M
Verition Fund Management LLC 0.04% Reduce -23.4% 58,832 $5.9M
Glenview Trust Co 0.10% Add +1.8% 58,300 $5.9M
Romano Brothers and Company 0.73% Reduce -2.7% 58,214 $5.9M
Viking Fund Management LLC 0.80% Add +1.8% 58,000 $5.9M
Shelton Capital Management 0.13% Reduce -7.1% 57,859 $5.8M
Wesbanco Bank Inc. 0.17% Reduce -3.0% 57,546 $5.8M
Teachers Retirement System of the State of Kentucky 0.05% Add +1.6% 57,373 $5.8M
O'shaughnessy Asset Management, LLC 0.04% Add +6.4% 57,320 $5.8M
APG Asset Management N.V. 0.02% Add +10.7% 67,012 $5.8M
Miramar Capital, LLC 1.36% Reduce -21.8% 57,081 $5.8M
Cooper Financial Group 0.68% Reduce -13.3% 56,907 $5.7M
Landscape Capital Management, L.L.C. 0.45% Add +29.9% 56,673 $5.7M
Nwam LLC 0.33% New 66,137 $5.7M
KCM Investment Advisors LLC 0.19% Reduce -36.3% 56,593 $5.7M
Tufton Capital Management 1.08% Reduce -3.9% 56,289 $5.7M
Prospera Financial Services Inc 0.11% Add +4.0% 55,980 $5.7M
Martin Capital Partners, LLC 2.21% Add +245.7% 55,866 $5.6M
Public Sector Pension Investment Board 0.02% Reduce -43.9% 55,808 $5.6M
Fairview Capital Investment Management, LLC 0.29% Reduce -85.3% 55,753 $5.6M
Ironwood Investment Counsel, LLC 0.86% Add +18.4% 55,387 $5.6M
Kestra Private Wealth Services, LLC 0.08% Reduce -3.8% 55,329 $5.6M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -6.5% 55,248 $5.6M
Armstrong Advisory Group, Inc. 0.42% Reduce -19.9% 54,595 $5.5M
Hendershot Investments Inc. 0.74% Reduce -11.0% 54,507 $5.5M
Motley Fool Wealth Management, LLC 0.33% Reduce -15.3% 53,940 $5.4M
Lynch & Associates 1.09% Reduce -1.4% 53,809 $5.4M
Integrated Wealth Concepts LLC 0.05% Add +13.5% 53,799 $5.4M
Monte Financial Group, LLC 2.11% Add +2.3% 53,795 $5.4M
Grace & White Inc. 1.01% No change 53,690 $5.4M
Stratos Wealth Partners, LTD. 0.07% Reduce -27.1% 53,659 $5.4M
Neuberger Berman Group LLC 0.00% Add +13.4% 53,185 $5.4M
GAM Holding AG 0.38% Add +0.4% 53,052 $5.4M
UniSuper Management Pty Ltd 0.04% Add +1.6% 52,461 $5.3M
Sompo Asset Management Co., Ltd. 0.92% Reduce -0.6% 52,276 $5.3M
Brown Brothers Harriman & Co. 0.03% Reduce -22.2% 52,236 $5.3M
Calydon Capital 0.52% Add +9.4% 52,149 $5.3M
Linscomb Wealth, Inc. 0.24% Add +1.4% 51,835 $5.2M
BI Asset Management Fondsmaeglerselskab A/S 0.05% Reduce -48.5% 51,498 $5.2M
Adams Asset Advisors, LLC 0.74% Add +26.3% 51,480 $5.2M
Atria Investments, Inc 0.06% Reduce -7.4% 51,412 $5.2M
Birch Capital Management, LLC 2.66% Reduce -0.1% 51,394 $5.2M
Welch & Forbes LLC 0.06% Reduce -5.0% 50,752 $5.1M
Mizuho Securities USA LLC 0.11% — 50,707 $5.1M
AE Wealth Management LLC 0.04% Add +10.9% 49,712 $5.0M
Fusion Capital, LLC 1.72% Add +6.0% 49,711 $5.0M
PFG Investments, LLC 0.29% Reduce -0.3% 49,236 $5.0M
Community Bank, N.A. 0.65% Add +13.0% 48,822 $4.9M
Tocqueville Asset Management L.P. 0.08% Add +76.3% 48,710 $4.9M
Iowa State Bank 0.98% Reduce -13.9% 48,666 $4.9M
Intellus Advisors LLC 0.73% Add +0.0% 48,664 $4.9M
Venture Visionary Partners LLC 0.18% Add +97.6% 48,449 $4.9M
Skylands Capital, LLC 0.71% Reduce -3.4% 48,445 $4.9M
Bcwm, LLC 1.54% Add +33.9% 48,164 $4.9M
Avantax Planning Partners, Inc. 0.15% Add +11.8% 47,445 $4.8M
Rowlandmiller & Partners.adv 0.99% Add +6.3% 47,381 $4.8M
Concurrent Investment Advisors, LLC 0.09% Add +1.1% 47,355 $4.8M
Koshinski Asset Management, Inc. 0.36% Add +0.2% 47,281 $4.8M
Keystone Financial Planning, Inc. 1.44% No change 47,254 $4.8M
Naples Global Advisors, LLC 0.41% Reduce -5.5% 47,168 $4.8M
Massar Capital Management, LP 3.57% Add +377.7% 47,131 $4.8M
Wambolt & Associates, LLC 1.60% Reduce -0.1% 45,463 $4.7M
Commonwealth Retirement Investments LLC 1.80% Add +36.7% 46,886 $4.7M
TCTC Holdings, LLC 0.15% Reduce -28.2% 46,857 $4.7M
Kentucky Retirement Systems 0.14% Reduce -6.2% 46,725 $4.7M
Associated Banc-Corp 0.13% Reduce -41.6% 46,613 $4.7M
Woodstock Corp. 0.43% Reduce -1.4% 46,044 $4.6M
Lathrop Investment Management Co. 0.88% Reduce -18.7% 45,905 $4.6M
Signaturefd, LLC 0.08% Add +0.8% 45,866 $4.6M
Morgan Dempsey Capital Management LLC 1.93% Reduce -0.9% 45,768 $4.6M
Capital Investment Advisory Services, LLC 0.38% Add +35.4% 45,616 $4.6M
Townsquare Capital LLC 0.44% Reduce -63.9% 45,067 $4.5M
First National Bank of Omaha 0.29% Reduce -3.7% 44,942 $4.5M
Apollon Wealth Management, LLC 0.09% Reduce -0.4% 44,705 $4.5M
Cornerstone Advisors, LLC 0.15% Add +38.3% 44,400 $4.5M
Hartford Investment Management Co. 0.14% Reduce -1.0% 44,192 $4.5M
Northwest & Ethical Investments L.P. 0.11% Add +63.7% 43,892 $4.4M
Alberta Investment Management Corp 0.04% Add +137.5% 43,700 $4.4M
Altrius Capital Management Inc 1.03% New 43,657 $4.4M
Summit X, LLC 0.82% Add +121.7% 43,620 $4.4M
Arkfeld Wealth Strategies, L.L.C. 1.73% Add +6.0% 43,460 $4.4M
Vinva Investment Management Ltd 0.11% Add +20.3% 42,940 $4.3M
Columbia Asset Management 0.85% Reduce -2.5% 42,942 $4.3M
Advisory Services Network, LLC 0.07% Add +2.6% 50,106 $4.3M
Boston Research & Management Inc. 1.03% Add +7.0% 42,743 $4.3M
Peregrine Asset Advisers, Inc. 1.34% New 42,451 $4.3M
Mairs & Power Inc. 0.04% Reduce -12.7% 42,312 $4.3M
ARS Wealth Advisors Group, LLC 0.49% Add +9.3% 42,300 $4.3M
Highland Capital Management, LLC 0.23% Add +108.4% 42,181 $4.3M
Soltis Investment Advisors LLC 0.33% Add +13.1% 41,926 $4.2M
Independent Advisor Alliance 0.12% Add +6.4% 41,917 $4.2M
Norinchukin Bank, The 0.06% Add +5.6% 41,803 $4.2M
Resources Management Corp. /CT/ 0.57% Reduce -15.5% 41,790 $4.2M
Iams Wealth Management, LLC 1.93% Add +1.9% 41,737 $4.2M
Gilbert & Cook, Inc. 0.56% Add +4.6% 41,167 $4.2M
Murphy Pohlad Asset Management LLC 1.76% Add +5.0% 41,122 $4.2M
Waterfront Wealth Inc. 0.93% Add +0.0% 41,066 $4.1M
Builder Investment Group Inc. 1.02% Reduce -0.9% 41,043 $4.1M
MAI Capital Management 0.03% Reduce -20.4% 40,897 $4.1M
First National Trust Co 0.15% Reduce -0.6% 40,565 $4.1M
Bridge Creek Capital Management LLC 1.20% Add +9.4% 40,539 $4.1M
Bayesian Capital Management, LP 0.65% New 40,476 $4.1M
HB Wealth Management, LLC 0.03% Reduce -6.2% 40,397 $4.1M
Pinkerton Wealth, LLC 0.49% Add +15.8% 40,387 $4.1M
Guyasuta Investment Advisors Inc. 0.25% Reduce -7.8% 40,377 $4.1M
Eliot Finkel Investment Counsel, LLC 2.60% Reduce -1.4% 40,025 $4.0M
Benjamin Edwards Inc. 0.05% Reduce -77.7% 39,847 $4.0M
Texas Yale Capital Corp. 0.13% Reduce -19.9% 39,503 $4.0M
Inspire Advisors, LLC 0.41% Add +41.5% 39,290 $4.0M
HBK Sorce Advisory LLC 0.11% Add +2.5% 38,985 $3.9M
BLI - Banque de Luxembourg Investments 0.11% Reduce -28.4% 38,880 $3.9M
Hourglass Capital, LLC 0.97% Add +14.4% 38,835 $3.9M
Louisiana State Employees Retirement System 0.07% Reduce -1.5% 38,700 $3.9M
Kingsview Wealth Management, LLC 0.07% Add +20.1% 38,685 $3.9M
Penn Davis McFarland Inc. 0.44% Add +19.3% 38,602 $3.9M
Securian Asset Management, Inc. 0.11% Reduce -0.9% 38,301 $3.9M
XML Financial, LLC 0.33% Reduce -6.3% 38,074 $3.8M
Anchor Investment Management, LLC 0.34% Reduce -5.8% 37,857 $3.8M
Park Avenue Securities LLC 0.04% Add +90.2% 37,806 $3.8M
Crossmark Global Holdings, Inc. 0.06% Reduce -0.8% 37,785 $3.8M
Savant Capital, LLC 0.03% Add +6.6% 37,616 $3.8M
Cary Street Partners Financial LLC 0.11% Reduce -6.3% 37,545 $3.8M
Voloridge Investment Management, LLC 0.01% Reduce -84.8% 37,508 $3.8M
Pine Valley Investments Ltd Liability Co 0.22% Add +38.6% 37,349 $3.8M
Gulf International Bank (UK) Ltd 0.13% Reduce -13.2% 37,338 $3.8M
Siemens Fonds Invest GmbH 0.22% Add +5.8% 37,329 $3.8M
Capital Investment Counsel, Inc 0.50% Reduce -0.3% 37,052 $3.7M
Advisory Alpha, LLC 0.11% Add +6.5% 36,382 $3.7M
Truvestments Capital LLC 0.73% Reduce -2.8% 36,315 $3.7M
Lowe Brockenbrough & Co. Inc. 0.20% Reduce -3.3% 36,092 $3.6M
Inspire Trust Co, N.A. 0.75% No change 36,000 $3.6M
Northwest Bancshares, Inc. 0.63% Add +7.2% 35,938 $3.6M
Dark Forest Capital Management LP 0.15% Add +399.6% 35,917 $3.6M
Bar Harbor Wealth Management 0.23% Reduce -48.4% 35,912 $3.6M
Providence Capital Advisors, LLC 0.66% Add +36.5% 35,831 $3.6M
Maryland State Retirement & Pension System 0.08% Add +4.7% 35,675 $3.6M
Wbi Investments, LLC 0.93% Reduce -26.0% 35,520 $3.6M
Vise Technologies, Inc. 0.15% — 35,473 $3.6M
Summit Trail Advisors, LLC 0.06% New 35,466 $3.6M
Ascent Group, LLC 0.14% Add +51.6% 35,150 $3.5M
EP Wealth Advisors, LLC 0.02% Add +13.5% 34,803 $3.5M
PDS Planning, Inc 0.26% Add +0.4% 34,781 $3.5M
Bank of New Hampshire 0.87% Add +0.1% 34,592 $3.5M
Wealthedge Investment Advisors, LLC 1.45% Add +15.6% 34,394 $3.5M
New Mexico Educational Retirement Board 0.11% No change 34,162 $3.4M
Verdence Capital Advisors LLC 0.23% Reduce -37.6% 34,043 $3.4M
Rodgers Brothers Inc. 0.43% Add +36.3% 34,041 $3.4M
Employees Retirement System of Texas 0.03% New 33,944 $3.4M
Allspring Global Investments Holdings, LLC 0.01% Reduce -64.8% 32,626 $3.4M
Riverview Capital Advisers, LLC 0.97% Add +4.6% 33,478 $3.4M
TD Private Client Wealth LLC 0.08% Add +4.4% 33,364 $3.4M
Eisler Capital Management Ltd. 0.12% Reduce -36.8% 33,230 $3.4M
Ethic Inc. 0.06% Add +20.3% 33,118 $3.4M
Impala Asset Management LLC 2.11% New 33,000 $3.3M
Rench Wealth Management, Inc. 1.05% Add +2.9% 32,925 $3.3M
Benin Management CORP 0.87% Add +3.0% 32,878 $3.3M
Tower Bridge Advisors 0.36% Reduce -16.2% 32,861 $3.3M
Huntington National Bank 0.03% Reduce -14.3% 32,743 $3.3M
Palouse Capital Management, Inc. 2.21% Reduce -4.4% 32,592 $3.3M
Butensky & Cohen Financial Security, Inc. 0.97% Reduce -3.5% 32,403 $3.3M
Gladstone Institutional Advisory LLC 0.13% Add +514.8% 32,135 $3.2M
Natixis 0.02% Reduce -69.4% 32,086 $3.2M
Elo Mutual Pension Insurance Co 0.07% Add +6.0% 31,994 $3.2M
Inlet Private Wealth, LLC 0.79% Reduce -11.5% 31,953 $3.2M
EagleClaw Capital Managment, LLC 0.48% Reduce -16.5% 31,750 $3.2M
Redmond Asset Management, LLC 0.76% Reduce -5.4% 31,647 $3.2M
San Luis Wealth Advisors LLC 0.68% Add +487.1% 31,960 $3.2M
E. Ohman J:or Asset Management AB 0.08% Reduce -0.4% 31,514 $3.2M
RFG Advisory, LLC 0.07% Add +247.4% 31,416 $3.2M
Agf Management Ltd. 0.01% Add +19.5% 31,292 $3.2M
Fisher Funds Management LTD 0.07% Reduce -10.0% 31,258 $3.2M
Zions Bancorporation, National Association 0.17% Add +1.2% 31,247 $3.2M
Mediolanum International Funds Ltd 0.04% Add +13.6% 30,836 $3.1M
Baker Avenue Asset Management, LP 0.09% Reduce -48.8% 30,886 $3.1M
JB Capital LLC 0.15% Add +2.1% 30,724 $3.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -21.5% 30,747 $3.1M
Commerce Bank 0.02% Reduce -13.5% 30,671 $3.1M
TD Waterhouse Canada Inc. 0.02% Add +7.9% 29,232 $3.1M
Atwater Malick LLC 0.97% Add +11.3% 30,364 $3.1M
Stolper Co 1.00% Reduce -15.5% 30,133 $3.0M
IFP Advisors, Inc 0.09% Add +252.5% 29,979 $3.0M
Perigon Wealth Management, LLC 0.07% Add +6.2% 29,950 $3.0M
PYA Waltman Capital, LLC 0.87% Add +19.9% 29,930 $3.0M
Borer Denton & Associates, Inc. 1.05% Reduce -9.4% 29,878 $3.0M
Monarch Capital Management Inc. 0.81% Add +0.1% 29,763 $3.0M
First Citizens Bank & Trust Co. 0.05% Add +280.8% 29,741 $3.0M
Achmea Investment Management B.V. 0.04% Reduce -31.7% 29,665 $3.0M
North Star Investment Management Corp. 0.21% Reduce -5.7% 29,596 $3.0M
Sky Investment Group LLC 0.54% Reduce -9.2% 29,565 $3.0M
Mather Group, Llc. 0.03% Add +17.1% 29,551 $3.0M
Hilltop Holdings Inc. 0.19% Add +3.5% 29,438 $3.0M
FIL Ltd 0.00% Add +7.3% 29,258 $3.0M
Arkadios Wealth Advisors 0.09% Add +5.1% 29,113 $2.9M
CMG Global Holdings, LLC 1.55% Reduce -27.9% 28,911 $2.9M
Vident Advisory, LLC 0.03% Add +11.0% 29,019 $2.9M
Machina Capital S.A.S. 0.61% Add +67.0% 28,912 $2.9M
Albion Financial Group 0.19% Add +0.5% 28,847 $2.9M
Farmers National Bank 0.77% Reduce -0.9% 28,774 $2.9M
Signature Wealth Management Group 1.14% Add +1.8% 28,500 $2.9M
MassMutual Private Wealth & Trust, FSB 0.08% Reduce -6.8% 28,444 $2.9M
AG2R La Mondiale Gestion D'actifs 0.15% Add +2.9% 28,256 $2.9M
Colonial Trust Advisors 0.24% Add +1017.9% 28,216 $2.8M
MainStreet Investment Advisors LLC 0.39% Reduce -8.1% 28,208 $2.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.03% Add +21.8% 28,141 $2.8M
Nomura Holdings Inc. 0.02% Reduce -47.4% 28,124 $2.8M
GLOBALT Investments LLC / GA 0.11% Reduce -5.9% 28,025 $2.8M
Valeo Financial Advisors, LLC 0.07% Add +14.7% 27,769 $2.8M
OneDigital Investment Advisors LLC 0.03% Reduce -4.4% 27,520 $2.8M
Horrell Capital Management, Inc. 1.13% Add +2.2% 27,427 $2.8M
CreativeOne Wealth, LLC 0.07% Add +84.3% 27,414 $2.8M
Argyle Capital Management, LLC 1.00% No change 27,405 $2.8M
Cohen Klingenstein LLC 0.09% Reduce -5.0% 27,322 $2.8M
Bourne Lent Asset Management Inc. 1.06% Add +7.3% 27,258 $2.8M
Old Second National Bank of Aurora 0.60% Add +6119.9% 27,243 $2.7M
United Asset Strategies, Inc. 0.23% Add +12.2% 27,133 $2.7M
HighPoint Advisor Group LLC 0.15% Reduce -0.9% 27,128 $2.7M
Bleakley Financial Group, LLC 0.07% Reduce -4.7% 27,125 $2.7M
Inspire Investing, LLC 0.30% New 27,031 $2.7M
Summit Financial, LLC 0.06% Reduce -11.8% 27,029 $2.7M
Morton Community Bank 0.68% Add +4.7% 27,015 $2.7M
William Allan Corp 1.58% Reduce -10.5% 26,922 $2.7M
Bokf, NA 0.04% Add +13.0% 26,806 $2.7M
Vision Capital Management, Inc. 0.35% Reduce -0.2% 26,729 $2.7M
Advisors Capital Management, LLC 0.04% Reduce -92.7% 26,625 $2.7M
Edgestream Partners, L.P. 0.07% Reduce -30.9% 26,614 $2.7M
Opus Investment Management Inc. 1.78% No change 26,600 $2.7M
LongView Wealth Management 0.81% Reduce -1.0% 26,508 $2.7M
Klingenstein Fields & Co. LP 0.11% Reduce -6.0% 26,500 $2.7M
Pinnacle Associates Ltd. 0.04% Reduce -47.9% 26,338 $2.7M
Metis Global Partners, LLC 0.07% Reduce -16.2% 26,311 $2.7M
Cohen Investment Advisors LLC 1.39% Add +21.6% 26,296 $2.7M
Independence Asset Advisors, LLC 1.65% New 26,231 $2.6M
Clearstead Advisors, LLC 0.04% Reduce -2.9% 26,211 $2.6M
Woodmont Investment Counsel LLC 0.17% Reduce -66.4% 26,196 $2.6M
Quantbot Technologies LP 0.07% New 26,181 $2.6M
KMG Fiduciary Partners, LLC 0.20% Add +0.0% 26,177 $2.6M
OMERS ADMINISTRATION Corp 0.02% No change 26,064 $2.6M
Farmers & Merchants Investments Inc. 0.08% Reduce -4.2% 26,059 $2.6M
Blueshift Asset Management, LLC 0.81% Add +286.7% 26,044 $2.6M
Moss Adams Wealth Advisors LLC 0.24% Add +5.9% 26,024 $2.6M
Natural Investments, LLC 0.68% Add +3.9% 26,014 $2.6M
Frank, Rimerman Advisors LLC 0.18% Add +23.3% 25,933 $2.6M
Delta Global Management LP 0.17% New 25,786 $2.6M
Brookmont Capital Management 1.48% Reduce -2.3% 25,653 $2.6M
SAM Advisors, LLC 0.89% Add +8.9% 25,625 $2.6M
Beacon Financial Group 0.27% Reduce -6.7% 25,616 $2.6M
Jump Financial, LLC 0.03% Add +0.2% 25,500 $2.6M
Cypress Wealth Services, LLC 0.46% Reduce -0.4% 25,362 $2.6M
Empirical Finance, LLC 0.13% Add +0.7% 25,279 $2.6M
FORA Capital, LLC 0.28% Add +553.2% 25,254 $2.5M
Jacobi Capital Management LLC 0.17% Add +10.7% 25,138 $2.5M
First Pacific Financial 0.37% Add +4184.6% 25,108 $2.5M
Catherine Avery Investment Management LLC 1.92% Add +15.6% 25,058 $2.5M
DKRT Investments Corp. 0.61% — 25,000 $2.5M
Chiron Capital Management, LLC 2.19% Add +12.9% 24,930 $2.5M
Collar Capital Management, LLC 2.11% New 24,871 $2.5M
Daiichi Life Insurance Co., Ltd. 0.07% Reduce -21.6% 24,866 $2.5M
Laurel Wealth Advisors LLC 0.37% Add +15.1% 24,801 $2.5M
Independent Investors Inc. 0.54% No change 24,650 $2.5M
Nicholas Hoffman & Company, LLC. 0.06% Add +22.9% 24,644 $2.5M
Griffin Asset Management, Inc. 0.29% Reduce -4.0% 24,534 $2.5M
Doheny Asset Management 1.72% Reduce -5.1% 24,394 $2.5M
Alkeme Wealth, LLC 1.09% Add +6.3% 24,250 $2.4M
Cardinal Capital Management 0.36% Add +2.3% 24,187 $2.4M
Lombard Odier Asset Management (Switzerland) SA 0.12% Add +35.1% 24,122 $2.4M
RIA Advisory Group LLC 0.71% Add +866.7% 24,052 $2.4M
Anderson Hoagland & Co. 0.23% Reduce -8.7% 23,913 $2.4M
Pavion Blue Capital, LLC 1.07% Reduce -0.5% 23,884 $2.4M
Wolverine Trading, LLC 0.06% Add +518.0% 23,769 $2.4M
Principal Securities, Inc. 0.04% Reduce -43.9% 23,700 $2.4M
Stanley-Laman Group, Ltd. 0.36% Reduce -9.0% 23,682 $2.4M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.6% 23,406 $2.4M
SkyOak Wealth, LLC 0.47% Add +17.1% 23,401 $2.4M
Optimist Retirement Group LLC 1.13% Add +19.3% 23,305 $2.4M
Leelyn Smith, LLC 0.39% Add +6.1% 23,257 $2.3M
Woodley Farra Manion Portfolio Management Inc. 0.11% Add +2.9% 23,123 $2.3M
Portfolio Design Labs, LLC 0.46% Reduce -10.4% 23,034 $2.3M
Colonial Trust Co / SC 0.34% Add +224.1% 23,009 $2.3M
Dorsey & Whitney Trust CO LLC 0.12% Reduce -13.1% 22,924 $2.3M
Tilson Financial Group, Inc. 0.87% Reduce -0.0% 22,890 $2.3M
Cullen/Frost Bankers, Inc. 0.03% Reduce -7.6% 22,893 $2.3M
Miller Financial Services LLC 2.94% Add +23.2% 22,841 $2.3M
Measured Risk Portfolios, Inc. 2.57% Add +16.1% 22,800 $2.3M
One Capital Management, LLC 0.08% Add +239.5% 22,774 $2.3M
Motco 0.22% Add +1.8% 26,493 $2.3M
Americana Partners, LLC 0.08% Add +7.5% 22,600 $2.3M
Miller Howard Investments Inc. 0.07% Add +5.0% 22,531 $2.3M
Keating Investment Counselors Inc. 0.69% Reduce -1.7% 22,506 $2.3M
HORAN Wealth, LLC 0.69% — 22,414 $2.3M
Evercore Wealth Management, LLC 0.04% Reduce -40.1% 22,305 $2.3M
Bailard, Inc. 0.05% Add +8.9% 22,268 $2.2M
Tokio Marine Asset Management Co. Ltd. 0.09% Add +3.8% 22,194 $2.2M
Good Life Advisors, LLC 0.14% Reduce -45.0% 22,167 $2.2M
Udine Wealth Management, Inc. 1.18% New 22,140 $2.2M
Sovereign Financial Group, Inc. 0.46% Reduce -0.0% 21,969 $2.2M
Atria Wealth Solutions, Inc. 0.05% Reduce -45.7% 21,700 $2.2M
Washington Trust Advisors, Inc. 0.18% Reduce -1.8% 21,896 $2.2M
Ancora Advisors LLC 0.05% Add +50.3% 21,857 $2.2M
Jensen Investment Management Inc. 0.03% Reduce -0.1% 21,840 $2.2M
World Investment Advisors 0.05% Add +10.0% 21,805 $2.2M
Independence Bank of Kentucky 0.31% Add +4.7% 21,764 $2.2M
Perkins Coie Trust Co 0.37% Add +0.2% 21,759 $2.2M
Tower Research Capital LLC (TRC) 0.06% Reduce -9.7% 21,636 $2.2M
Am Investment Strategies LLC 0.51% Reduce -3.5% 21,573 $2.2M
QTR Family Wealth, LLC 1.35% Reduce -5.2% 21,558 $2.2M
Bristlecone Advisors, LLC 0.18% Reduce -40.0% 21,369 $2.2M
ProVise Management Group, LLC 0.17% Reduce -8.3% 21,321 $2.2M
Maverick Capital 0.03% New 21,314 $2.2M
Bonness Enterprises Inc. 0.70% No change 21,150 $2.1M
Sunbelt Securities, Inc. 0.19% Add +26.8% 16,922 $2.1M
Forte Capital LLC 0.23% Add +5.8% 20,975 $2.1M
Royal Fund Management, LLC 0.23% Add +4.0% 20,934 $2.1M
HF Advisory Group, LLC 0.83% Add +57.9% 20,904 $2.1M
Canandaigua National Bank & Trust Co. 0.20% Add +67.5% 20,817 $2.1M
Praxis Investment Management Inc. 0.14% Reduce -2.6% 20,800 $2.1M
Pure Financial Advisors, LLC 0.04% Reduce -0.1% 20,787 $2.1M
Ables, Iannone, Moore & Associates, Inc. 1.29% Add +44.1% 20,603 $2.1M
McDonald Partners LLC 0.50% Reduce -21.6% 20,394 $2.1M
Harvest Investment Services, LLC 0.46% Add +5.8% 20,416 $2.1M
Stock Yards Bank & Trust Co. 0.07% Reduce -7.8% 20,414 $2.1M
Islay Capital Management, LLC 1.34% Reduce -1.8% 20,396 $2.1M
Argent Trust Co 0.08% Reduce -66.3% 20,371 $2.1M
Pinnacle Financial Partners Inc 0.04% Reduce -78.2% 20,355 $2.1M
Whittier Trust Co. 0.02% Reduce -13.3% 20,348 $2.1M
Dynamic Advisor Solutions LLC 0.06% Reduce -6.0% 20,260 $2.0M
Independent Financial Group, LLC 0.06% Add +44.6% 20,017 $2.0M
Advanced Asset Management Advisors Inc 0.55% No change 20,000 $2.0M
Focus Partners Advisor Solutions, LLC 0.03% Add +1.6% 19,997 $2.0M
Wahed Invest LLC 0.31% Add +4.9% 19,954 $2.0M
Pallas Capital Advisors LLC 0.08% Add +50.1% 19,911 $2.0M
Blue Trust, Inc. 0.02% Reduce -1.1% 19,910 $2.0M
Heritage Trust Co 0.23% Reduce -2.5% 19,864 $2.0M
Schulhoff & Co. Inc. 0.89% Reduce -6.1% 19,851 $2.0M
Kentucky Retirement Systems Insurance Trust Fund 0.14% Reduce -6.5% 19,831 $2.0M
Capital Square, LLC 1.06% Add +41.6% 19,633 $2.0M
Harvest Portfolios Group Inc. 0.05% Add +24.0% 19,687 $2.0M
Parallel Advisors, LLC 0.04% Add +21.4% 19,609 $2.0M
M&G PLC 0.01% Reduce -38.7% 19,595 $2.0M
Cladis Investment Advisory, LLC 1.24% Add +24.7% 19,592 $2.0M
GM Advisory Group, LLC 0.10% Add +38.7% 19,581 $2.0M
Towne Trust Company, N.A 0.69% Reduce -14.4% 19,551 $2.0M
Old Port Advisors 0.54% Reduce -12.4% 19,497 $2.0M
Cordgrass Capital Advisors, LLC 0.53% Add +4.9% 19,478 $2.0M
Moors & Cabot, Inc. 0.09% Add +10.5% 19,445 $2.0M
Foundations Investment Advisors, LLC 0.03% Add +14.3% 19,427 $2.0M
Total Clarity Wealth Management, Inc. 0.56% Reduce -10.8% 19,383 $2.0M
Abc Arbitrage SA 0.22% Add +43.7% 19,321 $2.0M
Redwood Investment Management, LLC 0.21% Add +14.2% 19,314 $1.9M
Peloton Wealth Strategists 0.80% Reduce -2.1% 19,221 $1.9M
Portside Wealth Group, LLC 0.29% Add +0.1% 19,099 $1.9M
Equitable Holdings, Inc. 0.02% Add +25.6% 19,075 $1.9M
Mitchell & Pahl Private Wealth, LLC 0.85% Add +6.0% 19,006 $1.9M
Compound Planning, Inc. 0.07% Add +24.9% 19,006 $1.9M
Atlantic Union Bankshares Corp 0.04% Reduce -1.1% 18,960 $1.9M
Cyndeo Wealth Partners, LLC 0.11% Reduce -72.5% 18,930 $1.9M
McDaniel Terry & Co. 0.16% Reduce -3.6% 18,887 $1.9M
Te Ahumairangi Investment Management Ltd 0.34% Add +24.4% 18,886 $1.9M
Sigma Planning Corp 0.06% Add +12.1% 18,861 $1.9M
Aptus Capital Advisors, LLC 0.02% Add +41.5% 18,828 $1.9M
Carmel Capital Partners, LLC 0.67% Add +15.1% 18,802 $1.9M
Exencial Wealth Advisors, LLC 0.07% Add +39.4% 18,755 $1.9M
Ashton Thomas Private Wealth, LLC 0.07% Reduce -15.2% 18,620 $1.9M
Acadian Asset Management LLC 0.00% Reduce -29.5% 18,597 $1.9M
Rehmann Capital Advisory Group 0.11% Reduce -1.9% 18,537 $1.9M
Cox Capital Mgt LLC 1.28% Reduce -1.3% 18,531 $1.9M
Groupe la Francaise 0.03% Reduce -0.3% 16,000 $1.9M
Aigen Investment Management, LP 0.26% New 18,500 $1.9M
Searle & Co. 0.53% Add +8.5% 18,495 $1.9M
Lantz Financial LLC 0.46% Add +10.5% 18,403 $1.9M
Arnhold LLC 0.17% No change 18,370 $1.9M
Groupama Asset Managment 0.03% Add +2.4% 18,276 $1.8M
StoneX Group Inc. 0.09% Reduce -0.9% 18,313 $1.8M
Sovereign's Capital Management, LLC 0.99% Add +6.7% 18,248 $1.8M
Wedbush Securities Inc. 0.06% Add +1.0% 18,149 $1.8M
Pathway Financial Advisers, LLC 0.59% Reduce -0.2% 18,147 $1.8M
Aspire Private Capital, LLC 0.42% Add +0.0% 18,046 $1.8M
NorthRock Partners, LLC 0.05% Add +59.3% 18,030 $1.8M
Pitcairn Co. 0.12% Reduce -5.6% 17,979 $1.8M
Investment Management Corp of Ontario 0.03% Reduce -13.1% 17,976 $1.8M
Kingswood Wealth Advisors, LLC 0.14% Reduce -0.7% 17,963 $1.8M
Orca Investment Management, LLC 1.64% Add +21.2% 17,958 $1.8M
Trust Co. of Vermont 0.09% Add +2.1% 17,952 $1.8M
Wilmington Savings Fund Society, FSB 0.03% Reduce -10.1% 17,938 $1.8M
Brighton Jones LLC 0.05% Add +34.0% 17,917 $1.8M
Marion Wealth Management 0.45% No change 17,896 $1.8M
Norris Financial Group, LLC 0.74% Add +14.5% 17,850 $1.8M
GHP Investment Advisors, Inc. 0.08% Reduce -6.7% 17,751 $1.8M
Sculati Wealth Management, LLC 0.67% Reduce -0.2% 17,704 $1.8M
Glass Wealth Management Co LLC 0.95% Reduce -10.0% 17,665 $1.8M
Hantz Financial Services, Inc. 0.03% Reduce -0.2% 17,652 $1.8M
Boomfish Wealth Group, LLC 1.02% Add +0.2% 17,525 $1.8M
Banque Cantonale Vaudoise 0.07% Add +34.3% 17,382 $1.8M
Perpetual Ltd 0.02% Reduce -1.6% 17,381 $1.8M
Caption Management, LLC 0.16% Add +47.6% 17,340 $1.8M
Beacon Investment Advisors LLC 0.75% Add +1.3% 17,227 $1.7M
Geneos Wealth Management Inc. 0.04% Add +88.1% 17,196 $1.7M
Alpine Woods Capital Investors, LLC 0.41% Add +52.4% 17,176 $1.7M
Hudson Bay Capital Management LP 0.01% Add +117.2% 17,063 $1.7M
Vaughan Nelson Investment Management, L.P. 0.02% No change 16,940 $1.7M
Savoie Capital LLC 0.21% No change 16,928 $1.7M
Zullo Investment Group, Inc. 0.69% Reduce -5.9% 16,882 $1.7M
Koss-Olinger Consulting, LLC 0.14% Reduce -0.2% 16,849 $1.7M
MFG Wealth Management, Inc. 1.43% Add +14.5% 16,791 $1.7M
DHJJ Financial Advisors, Ltd. 0.61% Reduce -0.7% 16,783 $1.7M
Econ Financial Services Corp 0.87% Add +29.1% 16,743 $1.7M
Kennon-Green & Company, LLC 1.35% Reduce -9.0% 16,174 $1.7M
Miller Investment Management, LP 0.18% No change 16,707 $1.7M
Y-Intercept (Hong Kong) Ltd 0.04% Reduce -51.2% 16,693 $1.7M
Harbour Investment Management LLC 0.73% Reduce -1.4% 16,608 $1.7M
NBT Bank, N.A. 0.11% Reduce -3.6% 16,573 $1.7M
V-Square Quantitative Management LLC 0.22% Add +5.7% 16,566 $1.7M
Courier Capital LLC 0.10% Reduce -9.1% 16,563 $1.7M
Dakota Wealth Management 0.04% Add +32.1% 16,544 $1.7M
CFC Planning Co LLC 1.61% Add +4.9% 16,537 $1.7M
Venturi Wealth Management, LLC 0.08% Reduce -2.2% 16,483 $1.7M
Harvest Investment Advisors, LLC 1.06% Add +11.9% 16,377 $1.7M
Prime Capital Investment Advisors, LLC 0.02% Reduce -43.3% 16,359 $1.7M
LBP Am SA 0.02% Reduce -89.8% 16,264 $1.6M
Mufg Securities Americas Inc. 0.14% Add +25.6% 16,261 $1.6M
Meiji Yasuda Asset Management Co Ltd. 0.08% Reduce -36.6% 16,236 $1.6M
Global Retirement Partners, LLC 0.04% — 16,205 $1.6M
Argent Advisors, Inc. 0.51% Add +9.7% 16,196 $1.6M
Ridgewood Investments LLC 0.70% Add +9.9% 16,120 $1.6M
Generali Investments CEE, investicni spolecnost, a.s. 0.13% No change 16,000 $1.6M
Daymark Wealth Partners, LLC 0.06% Reduce -13.9% 15,951 $1.6M
Drucker Wealth 3.0, LLC 0.31% Reduce -21.9% 15,751 $1.6M
Summit Wealth Group LLC / Co. 0.40% — 15,923 $1.6M
Sage Mountain Advisors LLC 0.10% Reduce -2.9% 15,912 $1.6M
Auxier Asset Management LLC 0.24% Add +1.4% 15,895 $1.6M
Sawyer & Company, Inc 0.54% Reduce -29.8% 14,919 $1.6M
Fulton Bank, N.A. 0.06% Reduce -12.7% 15,844 $1.6M
Ceera Investments, LLC 0.49% Add +8.7% 15,792 $1.6M
Arete Wealth Advisors, LLC 0.11% Reduce -27.5% 15,686 $1.6M
Kintegral Advisory, LLC 0.14% Reduce -0.2% 15,665 $1.6M
Marks Group Wealth Management, Inc 0.15% Reduce -17.3% 15,629 $1.6M
UMB Bank, n.a. 0.02% Reduce -34.9% 15,615 $1.6M
Maltin Wealth Management, Inc. 0.71% Reduce -2.6% 15,614 $1.6M
Tritonpoint Wealth, LLC 0.15% Reduce -24.6% 15,605 $1.6M
Teamwork Financial Advisors, LLC 0.19% Add +34.5% 15,555 $1.6M
Mirae Asset Securities (usa) Inc. 0.07% New 15,540 $1.6M
Steel Grove Capital Advisors, LLC 0.18% Add +6.4% 15,412 $1.6M
Vestcor Inc 0.05% Add +13.8% 15,405 $1.6M
Banco Santander, S.A. 0.01% Add +12.4% 15,388 $1.6M
Spinnaker Trust 0.09% Add +5.5% 15,316 $1.5M
Radnor Capital Management, LLC 0.25% Reduce -1.8% 15,278 $1.5M
Boyar Asset Management Inc. 1.01% Reduce -5.0% 15,256 $1.5M
Quadrant Capital Group LLC 0.06% Add +11.1% 15,193 $1.5M
Consolidated Portfolio Review Corp 0.21% Add +7.5% 15,182 $1.5M
Postrock Partners LLC 0.73% New 15,101 $1.5M
Sagespring Wealth Partners, LLC 0.03% Reduce -25.5% 15,077 $1.5M
TrueMark Investments, LLC 0.33% Reduce -15.8% 15,037 $1.5M
American Assets Investment Management, LLC 0.12% No change 15,000 $1.5M
Culbertson A N & Co. Inc. 0.23% Reduce -49.8% 14,993 $1.5M
Birch Hill Investment Advisors LLC 0.07% Reduce -27.1% 14,981 $1.5M
Berkeley Capital Partners, LLC 0.38% Add +69.8% 14,920 $1.5M
Long Run Wealth Advisors, LLC 0.32% Add +21.5% 14,919 $1.5M
Accordant Advisory Group Inc 1.12% Add +5.0% 14,837 $1.5M
Winnacle Wealth LLC 1.12% Add +5237.1% 14,837 $1.5M
Cornerstone Wealth Management, LLC 0.09% Add +18.9% 14,814 $1.5M
Clear Creek Financial Management, LLC 0.14% Add +64.7% 14,805 $1.5M
Cherokee Insurance Co 0.65% No change 14,750 $1.5M
Palisade Asset Management, LLC 0.15% Reduce -5.9% 14,732 $1.5M
Sterneck Capital Management, LLC 0.75% Reduce -2.6% 14,710 $1.5M
Fifth Third Wealth Advisors LLC 0.06% Reduce -5.4% 14,707 $1.5M
BLVD Private Wealth, LLC 1.39% — 14,656 $1.5M
Silvercrest Asset Management Group LLC 0.01% Reduce -1.3% 14,639 $1.5M
Probity Advisors, Inc. 0.26% Add +1.0% 14,605 $1.5M
Mengis Capital Management, Inc. 0.31% Reduce -12.3% 14,571 $1.5M
Donoghue Forlines LLC 0.42% Add +15.4% 14,563 $1.5M
Arax Advisory Partners 0.07% Add +6.9% 12,808 $1.5M
Cypress Capital Group 0.18% Add +17.2% 14,483 $1.5M
Clean Yield Group 0.43% Add +1.4% 14,396 $1.5M
Farther Finance Advisors, LLC 0.03% Add +14.5% 14,338 $1.4M
Addison Capital Co 0.50% Reduce -1.7% 14,220 $1.4M
Carnegie Investment Counsel 0.03% Add +1.8% 14,162 $1.4M
Richard Bernstein Advisors LLC 0.04% No change 14,156 $1.4M
Alerus Financial NA 0.10% Add +6.5% 14,133 $1.4M
Trexquant Investment LP 0.02% Reduce -88.0% 14,129 $1.4M
Corbyn Investment Management Inc. 0.64% Reduce -2.5% 14,117 $1.4M
Coppell Advisory Solutions LLC 0.17% Reduce -10.1% 14,039 $1.4M
Tradition Wealth Management, LLC 0.11% Reduce -2.0% 14,047 $1.4M
Prudential PLC 0.01% Add +32.5% 13,928 $1.4M
Hudson Canyon Capital Management 0.87% No change 13,900 $1.4M
Azzad Asset Management Inc. 0.15% Add +5.5% 13,825 $1.4M
FLC Capital Advisors 0.29% Add +379.4% 13,817 $1.4M
Callan Family Office, LLC 0.04% Add +114.1% 13,781 $1.4M
First Dallas Securities Inc. 0.55% Add +20.1% 13,720 $1.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +2.5% 13,712 $1.4M
Barnes Dennig Private Wealth Management LLC 1.65% Reduce -43.6% 13,660 $1.4M
Waller Financial Planning Group, Inc. 0.33% No change 13,594 $1.4M
Millennium Capital Advisors, LLC 0.91% Reduce -16.0% 13,591 $1.4M
Cascade Investment Advisors, Inc. 0.88% Add +27.8% 13,576 $1.4M
Beacon Financial Advisory LLC 0.35% Add +20.3% 13,319 $1.3M
Rockland Trust Co. 0.07% Reduce -0.5% 13,252 $1.3M
Horst & Graben Wealth Management LLC 0.22% Add +0.1% 13,236 $1.3M
Weaver C. Barksdale & Associates, Inc. 1.28% Reduce -0.9% 13,220 $1.3M
Avidian Wealth Enterprises, LLC 0.05% Reduce -5.3% 13,185 $1.3M
Stiles Financial Services Inc 0.46% Add +8.4% 13,120 $1.3M
Leonteq Securities AG 0.08% Reduce -44.6% 13,095 $1.3M
Douglass Winthrop Advisors, LLC 0.02% No change 13,090 $1.3M
Ignite Planners, LLC 0.23% Reduce -23.0% 13,282 $1.3M
Gsa Capital Partners LLP 0.09% Add +113.1% 13,023 $1.3M
Caxton Associates LLP 0.03% Add +294.1% 12,995 $1.3M
Ballentine Partners, LLC 0.02% Add +0.6% 12,988 $1.3M
Wolff Wiese Magana LLC 0.81% Add +5.4% 12,935 $1.3M
Klein Pavlis & Peasley Financial, Inc. 0.87% Add +27.0% 12,926 $1.3M
Kerusso Capital Management LLC 0.81% Add +0.1% 12,905 $1.3M
Ted Buchan & Co 0.52% Add +56.0% 12,880 $1.3M
Caldwell Trust Co 0.13% Reduce -9.0% 12,857 $1.3M
Trivium Point Advisory, LLC 0.14% New 12,752 $1.3M
Rwa Wealth Partners, LLC 0.02% Reduce -14.3% 12,715 $1.3M
SteelPeak Wealth, LLC 0.05% Reduce -72.2% 12,701 $1.3M
InvesTrust 0.49% Reduce -68.0% 12,677 $1.3M
Cordatus Wealth Management LLC 0.31% Reduce -2.7% 12,674 $1.3M
New England Research & Management, Inc. 0.61% Reduce -3.9% 12,660 $1.3M
Atlanta Consulting Group Advisors, LLC 0.35% Reduce -1.6% 12,645 $1.3M
SummitTX Capital, L.P. 0.06% Reduce -61.5% 12,633 $1.3M
Thomasville National Bank 0.09% Add +367.1% 12,607 $1.3M
Secured Retirement Advisors, LLC 0.75% Add +21.5% 12,512 $1.3M
Ostrum Asset Management 0.06% Reduce -2.0% 12,466 $1.3M
Rice Partnership, LLC 0.22% Reduce -17.3% 12,439 $1.3M
Level Financial Advisors 0.39% No change 12,382 $1.2M
Auto-Owners Insurance Co 0.03% Add +127.8% 12,300 $1.2M
Tiaa Trust, National Association 0.00% Reduce -16.2% 12,284 $1.2M
GAMMA Investing LLC 0.08% Add +87.7% 12,280 $1.2M
Westpac Banking Corp. 0.08% No change 12,273 $1.2M
Mesirow Financial Investment Management, Inc. 0.02% Reduce -4.1% 12,259 $1.2M
IHT Wealth Management, LLC 0.03% Reduce -1.7% 12,185 $1.2M
Hexagon Capital Partners LLC 0.27% Add +3.8% 12,167 $1.2M
Canada Post Corp Registered Pension Plan 0.07% New 12,166 $1.2M
Flavin Financial Services, Inc. 1.19% Reduce -4.4% 12,150 $1.2M
Montag A & Associates Inc. 0.06% Add +6.8% 12,147 $1.2M
Symphony Financial, Ltd. Co. 0.16% Add +79.8% 12,033 $1.2M
Nordwand Advisors, LLC 0.19% Add +24090.0% 12,095 $1.2M
Johnson Investment Counsel Inc. 0.01% Reduce -0.5% 12,087 $1.2M
Summit Securities Group LLC 0.43% Add +329.1% 12,014 $1.2M
Precedent Wealth Partners, LLC 0.30% Add +26.6% 12,006 $1.2M
Hennion & Walsh Asset Management, Inc. 0.05% Reduce -4.8% 11,992 $1.2M
Summit Global Investments 0.07% Add +4.6% 11,976 $1.2M
Harbour Investments, Inc. 0.03% Add +0.7% 11,953 $1.2M
Voya Financial Advisors, Inc. 0.12% Add +27.3% 11,874 $1.2M
Excalibur Management Corp. 0.45% Reduce -2.7% 11,884 $1.2M
Castlekeep Investment Advisors LLC 0.59% Add +8.2% 11,864 $1.2M
Intrua Financial, LLC 0.17% Add +13.2% 11,829 $1.2M
Gifford Fong Associates 0.27% No change 11,800 $1.2M
Mission Wealth Management, LP 0.03% Add +3.7% 11,799 $1.2M
Lanark Financial, Inc. 0.10% Add +5.6% 11,793 $1.2M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -35.5% 11,766 $1.2M
Vest Financial, LLC 0.02% Add +39.2% 11,745 $1.2M
Neville Rodie & Shaw Inc. 0.09% Reduce -26.9% 11,701 $1.2M
CoreCap Advisors, LLC 0.05% Add +31.6% 11,671 $1.2M
Optimum Investment Advisors 0.51% Reduce -0.8% 11,634 $1.2M
Financial Advocates Investment Management 0.10% Add +7.1% 11,623 $1.2M
Park Place Capital Corp 0.27% Add +574.1% 11,203 $1.2M
Wolverine Asset Management LLC 0.08% Reduce -60.0% 11,511 $1.2M
Moloney Securities Asset Management, LLC 0.14% Add +123.0% 11,471 $1.2M
Investors Asset Management of Georgia Inc. /Ga/ 0.54% Add +42.0% 11,466 $1.2M
Cresset Asset Management, LLC 0.01% Reduce -80.3% 11,433 $1.2M
Quilter Plc 0.02% Add +0.5% 11,399 $1.2M
Trust Co. of Toledo NA 0.13% Reduce -16.4% 11,378 $1.1M
Plimoth Trust Co. LLC 0.27% Reduce -12.8% 11,323 $1.1M
Navalign, LLC 0.31% Reduce -0.8% 11,313 $1.1M
Bradley Foster & Sargent Inc. 0.02% Add +2.5% 11,299 $1.1M
Meridian Wealth Management, LLC 0.05% Reduce -2.4% 11,288 $1.1M
Mendel Money Management 0.50% Add +82.0% 11,243 $1.1M
First National Advisers, LLC 0.17% Add +0.9% 11,224 $1.1M
Goldstone Financial Group, LLC 0.15% Add +12.4% 10,848 $1.1M
Carson Advisory Inc. 0.72% Reduce -8.8% 11,187 $1.1M
Investors Research Corp 0.22% No change 11,175 $1.1M
Harmony Asset Management LLC 0.42% Reduce -2.9% 11,161 $1.1M
Fiduciary Group, LLC 0.11% Add +2.7% 11,153 $1.1M
Carnegie Lake Advisors LLC 0.45% Add +10.6% 11,140 $1.1M
Davis R M Inc. 0.02% Reduce -7.3% 11,130 $1.1M
Integrated Advisors Network LLC 0.05% Reduce -15.1% 11,130 $1.1M
Numerai GP LLC 0.16% Add +61.3% 11,102 $1.1M
Erste Asset Management GmbH 0.01% Add +78.0% 11,063 $1.1M
Meeder Advisory Services, Inc. 0.06% Add +13.1% 10,987 $1.1M
Anb Bank 0.50% Add +2.7% 10,978 $1.1M
Kestra Investment Management, LLC 0.03% Reduce -20.1% 10,972 $1.1M
Potomac Fund Management Inc. 0.06% Add +4.9% 11,108 $1.1M
Madison Asset Management, LLC 0.01% Reduce -5.1% 10,939 $1.1M
Citizens Financial Group Inc. 0.02% Reduce -28.4% 10,933 $1.1M
Twin City Private Wealth, LLC 0.89% Add +3.6% 10,846 $1.1M
Charter Research & Investment Group, Inc. 0.81% Reduce -23.8% 10,720 $1.1M
Mgo One Seven LLC 0.03% Reduce -2.4% 10,677 $1.1M
Monetary Management Group Inc. 0.26% Reduce -6.6% 10,641 $1.1M
Texas Bank & Trust Co 0.43% Reduce -0.6% 10,634 $1.1M
Western Wealth Management, LLC 0.06% Add +20.3% 10,601 $1.1M
Garner Asset Management Corp 0.50% Reduce -18.8% 10,586 $1.1M
Keystone Financial Group 0.10% Reduce -6.6% 10,585 $1.1M
Twin Lakes Capital Management, LLC 0.65% Add +0.1% 10,571 $1.1M
Simplicity Wealth,LLC 0.04% Reduce -16.7% 10,553 $1.1M
Abner Herrman & Brock LLC 0.12% No change 10,550 $1.1M
Csenge Advisory Group 0.06% Add +11.1% 10,913 $1.1M
Baxter Bros Inc. 0.13% Reduce -29.0% 10,533 $1.1M
Brandes Investment Partners, LP 0.01% Add +57.4% 10,429 $1.1M
Coldstream Capital Management Inc. 0.02% Reduce -1.4% 10,407 $1.1M
Great Valley Advisor Group, Inc. 0.02% Reduce -12.8% 10,401 $1.1M
KPP Advisory Services LLC 0.17% Add +7.4% 10,390 $1.0M
Oarsman Capital, Inc. 0.16% Add +8.7% 10,328 $1.0M
Curbstone Financial Management Corp 0.21% Reduce -0.6% 10,272 $1.0M
Bison Wealth, LLC 0.08% Add +58.1% 10,232 $1.0M
Roundview Capital LLC 0.07% Reduce -7.4% 10,240 $1.0M
Cornercap Investment Counsel Inc. 0.54% Reduce -2.6% 10,193 $1.0M
CHICAGO TRUST Co NA 0.15% Add +171.4% 10,172 $1.0M
Creative Financial Designs Inc. 0.07% Add +387.8% 10,171 $1.0M
LS Investment Advisors, LLC 0.15% Add +17.4% 10,140 $1.0M
Aull & Monroe Investment Management Corp 0.55% Reduce -13.1% 10,130 $1.0M
Intellectus Partners, LLC 0.22% Add +17.8% 10,044 $1.0M
Park National Corp. 0.03% Reduce -13.7% 10,025 $1.0M
Quinn Opportunity Partners LLC 0.09% New 10,000 $1.0M
Roberts Glore & Co. Inc. 0.29% Add +28.0% 9,975 $1.0M
GC Wealth Management RIA, LLC 0.08% Add +15.2% 9,937 $1.0M
Daner Wealth Management, LLC 0.69% — 11,448 $1.0M
Copia Wealth Management 0.84% No change 9,846 $994K
Matrix Trust Co 0.16% No change 9,766 $986K
Savvy Advisors, Inc. 0.07% Add +2.9% 9,763 $986K
Hedges Asset Management LLC 0.79% Reduce -13.4% 9,700 $979K
Moneywise, Inc. 0.46% New 9,688 $978K
Garland Capital Management Inc. 3.09% Reduce -68.2% 9,640 $973K
1248 Management, LLC 0.36% Add +17.2% 9,634 $972K
Watts Gwilliam & Co., LLC 0.16% Reduce -1.0% 11,421 $971K
Canandaigua National Trust Co of Florida 0.69% Add +122.4% 9,562 $965K
iA Global Asset Management Inc. 0.01% Reduce -21.8% 9,547 $964K
Headinvest, LLC 0.20% Reduce -33.8% 9,516 $961K
Flputnam Investment Management Co. 0.02% Add +8.8% 9,514 $960K
Essex Financial Services, Inc. 0.06% Add +0.9% 9,502 $959K
Voleon Capital Management LP 0.05% Reduce -42.2% 9,495 $958K
Larson Financial Group LLC 0.04% Reduce -2.8% 9,473 $956K
ForthRight Wealth Management, LLC 0.30% No change 9,442 $953K
ARK Investment Management 0.01% Add +6.4% 9,428 $952K
Greenleaf Trust 0.01% Reduce -5.7% 9,427 $952K
AlphaQuest LLC 0.09% Add +44.3% 9,421 $951K
O'Keefe Stevens Advisory, Inc. 0.27% Add +30.9% 9,361 $945K
Cumberland Partners Ltd 0.07% New 9,350 $944K
Renasant Bank 0.63% New 9,341 $943K
Bessemer Group Inc. 0.00% Reduce -32.3% 9,328 $942K
Bridgefront Capital, LLC 0.25% Reduce -26.4% 9,292 $938K
Greenwood Capital Associates LLC 0.12% Reduce -13.6% 9,228 $931K
Portland Investment Counsel Inc. 0.27% New 9,100 $921K
Berkshire Asset Management LLC 0.04% Reduce -1.8% 9,089 $917K
Comprehensive Financial Consultants Institutional, Inc. 0.30% No change 9,066 $915K
Opinicus Capital, Inc. 0.69% Add +8.9% 9,008 $909K
Abundance Wealth Counselors 0.17% Add +8.5% 8,977 $906K
Beese Fulmer Investment Management, Inc. 0.07% Add +3.2% 8,925 $901K
Mitchell Sinkler & Starr 0.43% Reduce -1.5% 8,903 $899K
Richard W. Paul & Associates, LLC 0.32% Add +27.2% 8,883 $897K
Hurley Capital, LLC 0.63% Reduce -10.3% 8,876 $896K
SageView Advisory Group, LLC 0.03% Add +6.4% 8,805 $894K
Bowen Hanes & Co. Inc. 0.02% Reduce -33.9% 8,791 $887K
Cowa, LLC 0.34% Add +329.2% 8,785 $887K
Modern Wealth Management, LLC 0.02% Reduce -28.8% 8,776 $886K
Crowley Wealth Management, Inc. 0.81% Reduce -28.4% 8,774 $886K
Centaurus Financial, Inc. 0.05% Add +33.2% 8,771 $885K
Procyon Advisors, LLC 0.08% Reduce -5.2% 8,754 $884K
Kondo Wealth Advisors, Inc. 0.39% Reduce -10.6% 8,415 $879K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.32% Reduce -3.0% 10,063 $877K
Stratos Investment Management, LLC 0.04% Add +11.0% 8,648 $873K
Applied Capital LLC 0.65% Reduce -0.8% 8,644 $873K
Strategic Blueprint, LLC 0.04% Reduce -14.0% 8,640 $872K
NTV Asset Management LLC 0.10% Add +4.3% 8,604 $868K
Greenline Partners, LLC 0.12% Reduce -16.5% 8,571 $865K
Norden Group LLC 0.09% Add +18.8% 8,499 $858K
Alpha Cubed Investments, LLC 0.03% Reduce -1.5% 8,487 $857K
Longfellow Investment Management Co. LLC 0.21% No change 8,467 $855K
LaFleur & Godfrey LLC 0.11% Reduce -17.4% 8,457 $854K
Houlihan Financial Resource Group, Ltd. 0.35% Reduce -7.7% 8,430 $851K
SVB Wealth LLC 0.05% New 8,398 $848K
Howard Capital Management, LLC 0.01% Add +21.1% 8,398 $848K
Fort Washington Investment Advisors Inc. 0.00% Reduce -32.4% 8,392 $847K
Aberdeen Wealth Management LLC 0.56% Add +0.1% 8,386 $846K
Fieldview Capital Management, LLC 0.13% Reduce -74.7% 8,370 $845K
North Star Asset Management Inc. 0.04% Reduce -14.5% 8,332 $841K
Investor's Fiduciary Advisor Network, LLC 0.31% Add +52.6% 8,283 $836K
Morningstar Investment Management LLC 0.07% New 8,285 $836K
Amplius Wealth Advisors, LLC 0.08% Reduce -0.7% 8,267 $834K
Cora Capital Advisors LLC 0.37% Reduce -17.2% 8,257 $833K
CENTRAL TRUST Co 0.02% Reduce -10.1% 8,256 $833K
TFG Advisers LLC 0.29% Add +5.8% 8,252 $833K
Profund Advisors LLC 0.03% Add +11.2% 8,243 $832K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -46.5% 8,234 $831K
CSS LLC 0.15% New 8,220 $830K
JLB & Associates Inc. 0.12% Reduce -37.0% 8,195 $827K
Advanced Portfolio Management, LLC 2.31% No change 8,176 $825K
Aurdan Capital Management, LLC 0.28% Reduce -0.1% 8,162 $824K
Charter Capital Management, LLC\DE 0.48% — 8,139 $822K
Institute for Wealth Management, LLC. 0.09% Reduce -15.8% 8,136 $821K
WINTON GROUP Ltd 0.04% New 8,126 $820K
Octavia Wealth Advisors, LLC 0.09% Reduce -13.6% 8,117 $819K
MSH Capital Advisors LLC 0.24% Add +1.4% 8,088 $816K
Supplemental Annuity Collective Trust of NJ 0.23% No change 8,000 $808K
PFC Capital Group, Inc. 0.37% Reduce -11.7% 7,951 $802K
Emerald Advisors, LLC 0.10% Add +8.9% 7,941 $802K
Mork Capital Management, LLC 0.58% No change 7,900 $797K
Wright Investors Service Inc. 0.24% Add +1.3% 7,861 $793K
Patriot Financial Group Insurance Agency, LLC 0.09% Add +18.4% 7,858 $793K
Purkiss Capital Advisors LLC 0.44% No change 7,858 $793K
Access Investment Management LLC 0.23% — 7,840 $791K
Gallagher Fiduciary Advisors, LLC 0.03% Add +9.6% 7,837 $791K
NewEdge Wealth, LLC 0.01% Reduce -64.0% 9,125 $789K
SCS Capital Management LLC 0.01% New 7,756 $783K
King Wealth Management Group 0.11% No change 7,746 $782K
Icon Wealth Advisors, LLC 0.06% Reduce -5.5% 7,719 $779K
Balboa Wealth Partners 0.16% Add +10.6% 7,713 $779K
N.E.W. Advisory Services LLC 0.08% Add +62.4% 7,702 $777K
Clark Capital Management Group, Inc. 0.01% Reduce -10.6% 7,655 $773K
Belpointe Asset Management LLC 0.03% Add +6.7% 7,654 $773K
Roehl & Yi Investment Advisors, LLC 0.40% Add +2.0% 7,650 $772K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.29% Reduce -11.9% 7,647 $772K
Wealth Management Partners, LLC 0.27% Add +23.7% 7,652 $772K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -21.9% 7,596 $767K
Mechanics Bank Trust Department 0.11% Reduce -40.7% 7,565 $764K
Advance Capital Management, Inc. 0.03% Reduce -9.6% 7,562 $763K
Wolff Financial Management LLC 0.20% Add +0.2% 7,554 $763K
Eldridge Investment Advisors, Inc. 0.16% Reduce -0.3% 7,547 $762K
Strait & Sound Wealth Management LLC 0.32% Add +28.4% 7,543 $761K
Cidel Asset Management Inc. 0.05% Add +12.1% 7,538 $761K
Bard Financial Services, Inc. 0.09% Reduce -7.7% 7,525 $760K
Rossmore Private Capital 0.09% Reduce -38.3% 7,523 $759K
Chicago Partners Investment Group LLC 0.02% Add +58.4% 7,311 $757K
NorthCrest Asset Manangement, LLC 0.02% Add +21.5% 7,208 $751K
Court Place Advisors, LLC 0.24% Add +21.8% 7,406 $748K
OV Management LLC 0.63% Reduce -60.3% 7,401 $747K
Wellington Shields & Co., LLC 0.21% Reduce -2.4% 7,400 $747K
Formidable Asset Management, LLC 0.12% No change 6,763 $744K
TCV Trust & Wealth Management, Inc. 0.07% Reduce -2.4% 7,367 $744K
Bigelow Investment Advisors, LLC 0.33% Reduce -0.4% 7,343 $741K
Taylor Hoffman Capital Management LLC 0.25% Reduce -1.0% 7,328 $740K
B&D White Capital Company, LLC 0.11% New 7,300 $737K
Acorn Wealth Advisors, LLC 0.27% New 7,297 $737K
CRA Financial Services, LLC 0.11% Reduce -0.4% 7,268 $734K
Eaton Financial Holdings Company, LLC 0.23% Reduce -0.0% 7,252 $732K
Eagle Bluffs Wealth Management LLC 0.35% Add +5.1% 7,251 $732K
Studio Investment Management LLC 0.15% Add +18.0% 7,235 $730K
Noble Family Wealth, LLC 0.18% Add +2.8% 7,230 $730K
Ameritas Investment Partners, Inc. 0.02% Reduce -0.1% 7,177 $724K
Flagship Harbor Advisors, LLC 0.03% Add +57.1% 7,172 $724K
Harrington Investments, INC 0.38% Reduce -1.0% 7,168 $724K
Insigneo Advisory Services, LLC 0.06% Reduce -15.8% 7,168 $724K
Cigna Investments Inc. 0.12% Reduce -2.7% 7,145 $721K
Manske Wealth Management 0.24% Add +18.3% 7,140 $721K
Continuum Advisory, LLC 0.09% Add +147.0% 7,102 $717K
Pinnacle West Asset Management, Inc. 0.49% Reduce -0.7% 7,090 $716K
Aviance Capital Partners, LLC 0.09% Add +2.6% 7,091 $716K
Galvin, Gaustad & Stein, LLC 0.06% Reduce -2.4% 7,080 $715K
L. Roy Papp & Associates, LLP 0.08% Reduce -35.1% 7,038 $710K
Regal Investment Advisors LLC 0.05% Add +3.4% 7,015 $708K
Clear Harbor Asset Management, LLC 0.05% Add +29.1% 7,014 $708K
Belmont Capital, LLC 0.11% No change 7,000 $707K
Wealth Alliance, LLC 0.08% Add +1.3% 6,987 $705K
Raleigh Capital Management Inc. 0.30% Add +2.9% 6,971 $704K
RiverFront Investment Group, LLC 0.01% New 6,941 $701K
Westbourne Investments, Inc. 0.37% New 6,939 $700K
London Co. of Virginia 0.00% Reduce -99.4% 6,933 $700K
Norway Savings Bank 0.36% Reduce -7.4% 6,927 $699K
Crescent Grove Advisors, LLC 0.07% No change 6,918 $698K
Balefire, LLC 0.15% Add +44.6% 6,912 $698K
Confluence Wealth Services, Inc. 0.04% Add +11.6% 6,909 $697K
Fortis Advisors, LLC 0.45% Add +0.2% 6,908 $697K
Bluespring Wealth Management, LLC 0.07% Add +0.0% 6,871 $694K
Journey Strategic Wealth LLC 0.02% Add +16.4% 6,864 $693K
Gleason Group, Inc. 0.08% Add +1.7% 6,864 $693K
Alpha Omega Wealth Management LLC 0.12% Reduce -2.7% 6,849 $691K
Prosperity Consulting Group, LLC 0.05% New 6,845 $691K
Destination Wealth Management 0.02% New 6,816 $688K
Versor Investments LP 0.12% Add +117.9% 6,810 $687K
Legacy Capital Wealth Partners, LLC 0.16% Reduce -12.7% 6,788 $685K
Future Financial Wealth Managment LLC 0.47% No change 6,775 $684K
Hunter Associates Investment Management LLC 0.10% Reduce -3.8% 6,790 $683K
Integrity Alliance, Llc. 0.04% Reduce -68.6% 6,766 $683K
Rothschild Investment LLC 0.04% Add +14.4% 6,762 $683K
AIMZ Investment Advisors, LLC 0.23% No change 6,750 $681K
Keynote Financial Services LLC 0.46% Add +5.9% 6,709 $677K
EverSource Wealth Advisors, LLC 0.03% Add +60.3% 6,705 $677K
New Age Alpha Advisors, LLC 0.03% New 6,702 $677K
Brooklyn Investment Group 0.09% Add +311.8% 6,695 $676K
Taylor Financial Group, Inc. 0.42% Reduce -11.8% 6,635 $670K
Pensionfund Sabic 0.19% Reduce -1.5% 6,600 $666K
IFG Advisory, LLC 0.03% Add +13.4% 6,588 $665K
Mountain Hill Investment Partners Corp. 0.56% Add +81.8% 6,584 $665K
Rovin Capital /Ut/ 0.20% Add +9.3% 6,540 $660K
Syntax Research, Inc. 0.47% Add +11.7% 6,503 $656K
Brown, Lisle/Cummings, Inc. 0.17% Add +6.1% 6,490 $655K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -2.7% 6,456 $652K
Lecap Asset Management Ltd. 0.23% Reduce -66.5% 6,450 $651K
RPS Advisory Solutions LLC 0.35% Add +9.1% 6,403 $646K
Southeast Asset Advisors, LLC 0.08% Reduce -4.5% 6,400 $646K
R.H. Dinel Investment Counsel, Inc. 0.43% Reduce -6.9% 6,375 $643K
Alan B Lancz & Associates, Inc. 0.64% No change 6,370 $643K
DeDora Capital, Inc. 0.17% Reduce -2.7% 6,343 $640K
Narwhal Capital Management 0.05% Add +30.8% 6,341 $640K
Abel Hall, LLC 0.30% New 6,336 $640K
SOA Wealth Advisors, LLC. 0.12% Reduce -19.8% 6,332 $639K
Cove Private Wealth, LLC 0.23% Add +174.5% 6,313 $637K
Total Wealth Planning & Management, Inc. 0.55% Reduce -20.4% 6,311 $637K
Essential Partners LLC 0.25% — 6,308 $637K
Advisors Management Group Inc. 0.12% Add +31.2% 6,287 $635K
Silver Oak Securities, Incorporated 0.05% Add +23.1% 6,277 $634K
United Community Bank 0.22% Reduce -11.5% 6,269 $633K
Point72 Asia (Singapore) Pte. Ltd. 0.11% New 6,264 $632K
Private Trust Co. NA 0.06% Add +0.5% 6,258 $632K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Reduce -2.6% 6,241 $630K
Wealth Alliance Advisory Group, LLC 0.12% Add +36.9% 6,204 $626K
Laird Norton Wetherby Wealth Management, LLC 0.03% — 6,198 $626K
Nicholas Wealth, LLC. 0.55% New 6,191 $625K
Kovack Advisors, Inc. 0.06% Add +26.6% 6,189 $625K
Letko, Brosseau & Associates Inc. 0.01% New 6,150 $621K
HM Payson & Co. 0.01% Add +1.2% 6,121 $618K
Edgemoor Investment Advisors, Inc. 0.05% New 6,115 $617K
Syon Capital LLC 0.04% Add +44.0% 6,105 $616K
Trustmark Bank Trust Department 0.04% Reduce -18.4% 6,104 $616K
Twin Capital Management Inc. 0.07% Reduce -4.8% 6,098 $616K
Lincoln Capital LLC 0.12% Reduce -0.3% 6,093 $615K
Richwood Investment Advisors, LLC 0.50% Add +1.9% 6,089 $615K
Smith, Moore & Co. 0.05% Add +65.9% 6,088 $615K
Trillium Asset Management, LLC 0.02% Reduce -20.9% 6,079 $614K
Harbour Trust & Investment Management Co 0.07% Add +4.0% 6,077 $613K
1ST Source Bank 0.03% Add +9.4% 6,070 $613K
Mystic Asset Management, Inc. 0.15% Add +5.3% 6,062 $612K
Diversified Trust Co. 0.01% Reduce -26.4% 6,037 $609K
SouthState Bank Corp 0.03% Reduce -26.2% 6,036 $609K
Raab & Moskowitz Asset Management LLC 0.14% Reduce -11.5% 6,022 $608K
Sonora Investment Management Group, LLC 0.04% Add +4.3% 6,002 $606K
Tradewinds Capital Management, LLC 0.15% No change 6,000 $606K
Azimuth Capital Investment Management LLC 0.02% Reduce -15.2% 6,000 $606K
Absher Wealth Management, LLC 0.07% Add +5.3% 5,996 $605K
XTX Topco Ltd 0.02% Reduce -91.1% 5,953 $601K
Meiji Yasuda Life Insurance Co 0.02% Add +10.1% 5,947 $600K
AlphaStar Capital Management, LLC 0.04% New 5,943 $600K
City Holding Co. 0.08% Reduce -22.7% 5,943 $600K
Weaver Capital Management LLC 0.15% Reduce -1.7% 5,940 $600K
Palisade Capital Management, LP 0.02% No change 5,925 $598K
Caldwell Sutter Capital, Inc. 0.27% Add +49.3% 5,920 $598K
Denali Advisors LLC 0.06% Add +9.3% 5,900 $596K
Ritholtz Wealth Management 0.01% Add +30.0% 5,890 $595K
Axq Capital, LP 0.19% New 5,874 $593K
Joel Isaacson & Co., LLC 0.02% Add +0.3% 5,872 $593K
Keudell/Morrison Wealth Management 0.13% Add +18.6% 5,863 $592K
Midland Wealth Advisors, LLC 0.03% Reduce -13.6% 5,845 $590K
Old National Bancorp 0.01% Reduce -21.5% 5,829 $588K
Hodges Capital Management Inc. 0.06% Reduce -3.3% 5,812 $587K
HUB Investment Partners, LLC 0.02% Add +5.4% 5,803 $586K
Main Street Financial Solutions, LLC 0.04% Reduce -5.7% 5,789 $584K
Fortress Financial Group, LLC 0.49% Add +0.9% 5,788 $584K
Archer Investment Corp 0.14% Add +24.7% 5,767 $582K
Corundum Group, Inc. 0.26% Reduce -27.4% 5,763 $582K
Mayflower Financial Advisors, LLC 0.08% Add +0.0% 5,749 $580K
Kanawha Capital Management LLC 0.04% Add +10.6% 5,726 $578K
Marino, Stram & Associates LLC 0.12% Reduce -14.5% 5,683 $574K
Evoke Wealth, LLC 0.01% Add +106.3% 5,680 $573K
Principle Wealth Partners LLC 0.04% Reduce -13.8% 5,671 $572K
Jefferies Financial Group Inc. 0.01% Reduce -60.9% 5,668 $572K
Diligent Investors, LLC 0.13% Reduce -16.4% 5,635 $569K
AMG National Trust Bank 0.01% Reduce -3.4% 5,622 $567K
Sylvest Advisors, LLC 0.33% Add +6.1% 5,612 $566K
Plato Investment Management Ltd 0.04% Add +14.4% 5,591 $562K
Investment House LLC 0.03% Reduce -78.2% 5,516 $557K
SeaCrest Wealth Management, LLC 0.06% Reduce -4.0% 5,489 $554K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -21.5% 5,431 $548K
Bangor Savings Bank 0.05% Add +1.9% 5,413 $546K
Jacobs & Co. 0.05% Reduce -93.4% 5,387 $543K
Legacy Financial Advisors, Inc. 0.08% Reduce -50.7% 5,339 $539K
Brio Consultants, LLC 0.08% New 5,332 $538K
Forge Financial Services LLC 0.40% No change 5,400 $537K
Private Wealth Asset Management, LLC 0.07% Reduce -15.9% 5,319 $537K
Spire Wealth Management 0.02% Reduce -83.8% 5,287 $534K
McAdam, LLC 0.03% Add +9.1% 5,284 $533K
Community Trust & Investment Co. 0.03% No change 5,283 $533K
Elevated Capital Advisors, LLC 0.15% No change 4,843 $533K
Stoneridge Investment Partners LLC 0.40% No change 5,256 $531K
Marks Wealth, LLC 0.17% Reduce -13.6% 5,256 $531K
Forum Financial Management, LP 0.01% Reduce -4.2% 5,254 $530K
Virtue Capital Management, LLC 0.10% Add +1.0% 5,237 $529K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 5,235 $528K
Diversify Advisory Services, LLC 0.02% Add +137.3% 6,012 $526K
Sender Co & Partners, Inc. 0.15% New 5,197 $525K
Farringdon Capital, Ltd. 0.18% Add +37.1% 5,196 $524K
VAUGHAN & Co SECURITIES, INC. 0.30% No change 5,161 $521K
OmniStar Financial Group, Inc. 0.39% Add +20.3% 5,159 $521K
Fox Run Management, L.L.C. 0.09% Reduce -22.6% 5,154 $520K
Minot DeBlois Advisors LLC 0.49% Add +1.5% 5,140 $519K
Hamel Associates, Inc. 0.17% Reduce -1.8% 5,115 $516K
Parvin Asset Management, LLC 0.53% Add +8.1% 5,110 $516K
CHURCHILL MANAGEMENT Corp 0.01% New 5,103 $515K
Ar Asset Management Inc. 0.12% No change 5,100 $515K
Darwin Wealth Management, LLC 0.18% Add +3.1% 5,059 $511K
Discipline Wealth Solutions, LLC 0.20% No change 5,053 $510K
Wealth Advisory Solutions, LLC 0.13% Add +0.1% 5,045 $509K
Focus Financial Network, Inc. 0.02% Add +7.8% 5,037 $508K
Wallace Advisory Group, LLC 0.37% Add +20.0% 4,614 $507K
Herold Advisors, Inc. 0.11% Add +38.7% 5,023 $507K
Chicago Capital, LLC 0.01% Reduce -0.2% 5,014 $506K
Sumitomo Life Insurance Co. 0.03% Reduce -3.4% 5,003 $505K
Autumn Glory Partners, LLC 0.24% No change 5,000 $505K
Coign Capital Advisors LLC 0.34% Add +2.7% 4,999 $505K
Panagora Asset Management Inc. 0.00% Reduce -0.6% 4,991 $504K
Ameritas Advisory Services, LLC 0.03% Reduce -34.9% 4,982 $503K
Krane Funds Advisors LLC 0.02% Add +26.2% 4,982 $503K
Silver Coast Investments LLC 0.18% Add +5.4% 4,975 $502K
Patrick M Sweeney & Associates, Inc. 0.35% Reduce -2.3% 4,819 $502K
Stonebridge Financial Group, LLC 0.05% Reduce -0.7% 4,966 $501K
Hapanowicz & Associates Financial Services, Inc 0.25% No change 4,964 $501K
Stevens Capital Management LP 0.14% New 4,967 $501K
Guidance Capital, Inc. 0.14% Reduce -8.6% 5,925 $501K
Simon Quick Advisors, LLC 0.03% Add +9.7% 4,954 $500K
Parsons Capital Management Inc. 0.03% Reduce -5.5% 4,951 $500K
Cetera Trust Company, N.A 0.30% Reduce -1.3% 4,949 $500K
CI Investments Inc. 0.00% Add +10.5% 4,939 $499K
Godshalk Welsh Capital Management, Inc. 0.31% Reduce -48.1% 4,920 $497K
LifeGuide Financial Advisors, LLC 0.18% Add +15.2% 4,920 $497K
Howland Capital Management LLC 0.02% Reduce -2.7% 4,913 $496K
Blue Chip Partners, LLC 0.04% Reduce -12.6% 4,911 $496K
VeraBank, N.A. 0.10% Add +1.7% 4,897 $494K
Legacy Capital Group California, Inc. 0.14% Reduce -3.4% 4,884 $493K
Wimmer Associates 1, LLC 0.25% No change 4,881 $493K
Eagle Rock Investment Company, LLC 0.08% Reduce -88.6% 4,879 $492K
W.G. Shaheen & Associates DBA Whitney & Co 0.05% Reduce -6.6% 4,861 $491K
St. Johns Investment Management Company, LLC 0.23% Add +44.3% 4,859 $490K
Fourpath Capital Management, LLC 0.08% Reduce -1.3% 4,847 $489K
Ingalls & Snyder LLC 0.02% No change 4,821 $487K
Chapman Financial Group, LLC 0.41% — 4,789 $483K
Pinnacle Wealth Management Group, Inc. 0.28% Reduce -16.1% 4,780 $482K
Ausdal Financial Partners, Inc. 0.03% Reduce -22.7% 4,752 $480K
Community Bank & Trust, Waco, Texas 0.11% Add +4.5% 4,741 $479K
Elequin Capital, LP 0.15% New 4,732 $478K
Sittner & Nelson, LLC 0.19% Add +2.2% 4,720 $476K
Heritage Wealth Management, Inc. 0.15% Reduce -38.4% 4,704 $475K
Kenora Financial, LLC 0.18% Reduce -1.9% 4,682 $473K
Ipsen Advisor Group LLC 0.36% Add +10.4% 4,679 $472K
Forza Wealth Management, LLC 0.19% New 4,670 $471K
Brady Martz Wealth Solutions, LLC 0.09% Reduce -1.1% 4,665 $471K
Acropolis Investment Management, LLC 0.03% Reduce -12.1% 4,664 $471K
White Knight Strategic Wealth Advisors, LLC 0.40% Add +17.9% 4,647 $469K
Powers Advisory Group, LLC 0.21% Add +4.9% 4,639 $468K
Northcape Wealth Management, LLC 0.14% Add +5.0% 4,637 $468K
Deseret Mutual Benefit Administrators 0.22% No change 4,634 $468K
Blackston Financial Advisory Group, LLC 0.29% Reduce -0.1% 4,630 $467K
Brady Family Wealth, LLC 0.14% Reduce -78.5% 4,618 $466K
Quadcap Wealth Management, LLC 0.06% Reduce -2.1% 4,613 $466K
City State Bank 0.15% No change 4,612 $466K
Net Worth Advisory Group 0.10% Add +4.2% 4,612 $466K
RDA Financial Network 0.13% Add +3.3% 4,599 $464K
Central Bank & Trust Co. 0.08% Add +8.9% 4,592 $464K
Cohen Capital Management, Inc. 0.08% No change 4,585 $463K
LVW Advisors, LLC 0.05% Add +34.2% 4,578 $462K
Sound View Wealth Advisors Group, LLC 0.03% Add +29.6% 4,555 $460K
Archford Capital Strategies, LLC 0.06% Add +0.1% 4,552 $459K
Valmark Advisers, Inc. 0.01% Add +3.6% 4,543 $459K
Brown Miller Wealth Management, LLC 0.14% Reduce -3.2% 4,538 $458K
Dynamic Technology Lab Private Ltd 0.06% Reduce -72.9% 4,518 $456K
Solitude Financial Services 0.16% Reduce -3.2% 4,500 $454K
Revisor Wealth Management LLC 0.16% New 4,404 $453K
Annex Advisory Services, LLC 0.01% Reduce -3.8% 4,476 $452K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -37.5% 4,467 $451K
111 Capital 0.08% Add +15.3% 4,461 $450K
WestHill Financial Advisors, Inc. 0.10% Add +0.1% 4,460 $450K
Windsor Advisory Group, LLC 0.64% New 4,455 $450K
Northstar Group, Inc. 0.07% Reduce -4.4% 4,450 $449K
Loudon Investment Management, LLC 0.25% Reduce -50.5% 4,450 $449K
RFG - Bristol Wealth Advisors, LLC 0.14% Reduce -6.8% 4,438 $448K
Xcel Wealth Management, LLC 0.13% Reduce -64.5% 4,424 $447K
Bollard Group LLC 0.01% Add +3.4% 4,409 $445K
Lazard Asset Management LLC 0.00% Add +4.0% 4,416 $445K
apricus wealth, LLC 0.26% Reduce -3.3% 4,404 $445K
Hutner Capital Management Inc. 0.20% Reduce -3.3% 4,403 $444K
State of Wyoming 0.05% Add +688.9% 4,402 $444K
Greenwich Wealth Management LLC 0.02% Add +6.4% 4,380 $442K
Strategic Advisors LLC 0.09% Reduce -41.0% 4,356 $440K
Roxbury Financial LLC 0.43% Add +158.0% 4,340 $438K
Womack Financial LLC 0.36% Add +4.0% 4,337 $438K
Parkside Financial Bank & Trust 0.05% Add +29.1% 4,313 $435K
Winthrop Advisory Group LLC 0.04% Reduce -3.2% 4,306 $435K
Aviso Wealth Management 0.20% New 4,305 $435K
Raiffeisen Bank International AG 0.01% No change 4,353 $433K
JBGlobal.com LLC 0.45% Add +32.1% 4,250 $429K
Collaborative Wealth Managment Inc. 0.19% Reduce -1.6% 4,235 $427K
Capital Analysts, LLC 0.01% Reduce -6.2% 4,233 $427K
Grey Ledge Advisors, LLC 0.10% Reduce -19.9% 4,198 $424K
Wealthspire Advisors, LLC 0.00% Add +1.6% 4,194 $423K
Diversify Wealth Management, LLC 0.03% Add +11.5% 4,830 $422K
Paces Ferry Wealth Advisors, LLC 0.19% Add +0.5% 4,175 $421K
NCM Capital Management, LLC 0.17% Add +0.2% 4,174 $421K
Soundwatch Capital LLC 0.07% New 1,945 $421K
CFS Investment Advisory Services, LLC 0.03% Reduce -7.4% 4,160 $420K
Roble, Belko & Company, Inc 0.06% Add +0.1% 4,152 $419K
Allred Capital Management, LLC 0.16% Reduce -5.9% 4,138 $418K
ZWJ Investment Counsel Inc. 0.02% Reduce -1.4% 4,132 $417K
American Alpha Advisors, LLC 0.34% Add +13.2% 4,127 $417K
Claris Financial LLC 0.31% Add +43.6% 4,123 $416K
Leo Wealth, LLC 0.03% Add +83.7% 4,123 $416K
Sava Infond d.o.o. 0.07% Add +146.7% 4,120 $416K
MeadowBrook Investment Advisors LLC 0.38% Add +21.4% 4,119 $416K
Moody National Bank Trust Division 0.04% Reduce -8.5% 4,118 $416K
L.M. Kohn & Company 0.11% Reduce -51.4% 4,110 $415K
Shakespeare Wealth Management, LLC 0.11% Add +1.1% 4,107 $415K
Greenfield Savings Bank 0.19% Add +3.7% 4,089 $413K
Capital Advisors Inc. 0.01% Reduce -39.1% 4,083 $412K
Silverlake Wealth Management LLC 0.12% Add +52.4% 4,065 $410K
Intrust Bank NA 0.04% Reduce -38.4% 4,045 $408K
Waldron Private Wealth LLC 0.02% Reduce -5.8% 4,035 $407K
Penserra Capital Management LLC 0.01% Add +12.2% 4,041 $407K
Pettee Investors, Inc. 0.24% No change 4,020 $406K
Leavell Investment Management, Inc. 0.02% Reduce -18.2% 4,019 $406K
West Tower Group, LLC 0.88% Add +17.6% 4,000 $404K
JFS Wealth Advisors, LLC 0.03% Reduce -0.5% 3,996 $403K
Tyche Wealth Partners LLC 0.08% Reduce -0.3% 3,981 $402K
First Nebraska Trust Co 0.04% Reduce -1.6% 3,979 $402K
Transcend Capital Advisors, LLC 0.03% Reduce -17.7% 3,978 $402K
Seamount Financial Group Inc. 0.21% New 3,975 $401K
Franklin Street Advisors Inc. 0.02% Add +6.9% 3,972 $401K
J Hagan Capital, Inc. 0.27% Add +1.0% 4,051 $401K
Barr E S & Co. 0.02% No change 3,958 $400K
Sard Wealth Management Group, LLC 0.25% Add +8.0% 3,951 $399K
Peoples Financial Services Corp. 0.20% No change 3,944 $398K
DRW Securities, LLC 0.03% New 3,939 $398K
Alliance Wealth Advisors, LLC 0.10% Reduce -2.1% 3,936 $397K
Petrus Trust Company, LTA 0.04% Reduce -47.5% 3,928 $396K
Legacy Wealth Asset Management, LLC 0.10% Add +3.7% 3,924 $396K
ICONIQ Capital, LLC 0.01% New 3,913 $395K
Smartleaf Asset Management LLC 0.03% Reduce -36.7% 3,897 $394K
Boreal Capital Management LLC 0.38% — 3,877 $391K
Wedmont Private Capital 0.02% Reduce -2.7% 3,825 $391K
Encompass More Asset Management 0.09% Reduce -14.5% 3,859 $390K
Adams Wealth Management 0.07% New 3,861 $389K
CacheTech Inc. 0.07% New 3,861 $389K
Claro Advisors Inc. 0.06% Reduce -12.5% 3,850 $389K
PSI Advisors, LLC 0.19% Add +72.9% 3,850 $389K
Gilliland Jeter Wealth Management LLC 0.13% Add +0.2% 3,838 $387K
Patriot Investment Management Group, Inc. 0.03% Reduce -6.9% 3,835 $387K
Summit Asset Management, LLC 0.06% Reduce -5.0% 3,827 $386K
Northeast Investment Management 0.02% Reduce -69.7% 3,820 $386K
Buttonwood Financial Advisors Inc. 0.15% Reduce -15.1% 3,820 $386K
Alta Advisers Ltd 0.14% No change 3,794 $383K
LexAurum Advisors, LLC 0.06% Reduce -1.7% 3,786 $382K
High Net Worth Advisory Group LLC 0.10% Reduce -13.8% 3,762 $380K
Durante & Waters, LLC 0.30% Add +0.0% 3,759 $379K
Kennedy Investment Group, Inc. 0.16% Add +14.4% 3,750 $379K
Fiduciary Trust Co 0.00% Reduce -31.0% 3,745 $378K
First Financial Bank - Trust Division 0.03% Add +3.2% 3,736 $377K
Centerline Wealth Advisors, LLC 0.18% Add +0.1% 3,730 $376K
Rogco, LP 0.14% Reduce -1.3% 3,723 $376K
Keel Point, LLC 0.02% Add +8.5% 3,719 $375K
Conning Inc. 0.01% Reduce -3.4% 3,708 $374K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 3,700 $373K
Sterling Investment Counsel, LLC 0.22% Add +13.3% 3,693 $373K
Vista Investment Partners LLC 0.11% Add +17.4% 3,676 $371K
PDT Partners, LLC 0.02% New 3,667 $370K
Phoenix Financial Ltd. 0.00% Reduce -76.7% 3,662 $370K
Versant Capital Management, Inc 0.06% Reduce -22.0% 3,661 $370K
Capital International Sarl 0.01% Reduce -30.3% 3,660 $369K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -2.9% 3,656 $369K
First Bank & Trust 0.07% Reduce -41.7% 3,650 $368K
Gibbs Wealth Management 0.07% Add +21.6% 3,646 $368K
Breakwater Capital Group 0.06% Add +36.3% 3,646 $368K
Spurstone Advisory Services, LLC 5.57% No change 3,642 $368K
Checchi Capital Advisers, LLC 0.03% Reduce -31.0% 3,637 $367K
Wilson & Boucher Capital Management, LLC 0.26% Reduce -15.7% 3,630 $366K
Pettyjohn, Wood & White, Inc. 0.07% Reduce -10.9% 3,617 $365K
Graypoint LLC 0.02% Add +52.0% 3,584 $362K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Reduce -10.8% 3,581 $361K
WealthShield Partners, LLC 0.04% Reduce -9.4% 3,579 $361K
Kentucky Trust Co 0.21% Add +2.9% 3,573 $361K
Thrive Wealth Management, LLC 0.06% Add +5.2% 3,562 $360K
Strategic Investment Solutions, Inc. 0.11% Reduce -8.5% 3,561 $359K
Finward Bancorp 0.28% No change 3,560 $359K
Journey Advisory Group, LLC 0.03% No change 3,557 $359K
Los Angeles Capital Management LLC 0.00% Reduce -68.5% 3,547 $358K
My Legacy Advisors, LLC 0.13% New 3,460 $356K
Eastern Bank 0.01% Reduce -11.8% 3,525 $356K
Family Legacy, Inc. 0.12% Reduce -4.0% 3,524 $356K
Smith Salley Wealth Management 0.02% Reduce -9.4% 3,496 $353K
Jaffetilchin Investment Partners, LLC 0.02% Reduce -67.9% 3,490 $352K
Bragg Financial Advisors, Inc 0.01% Reduce -89.4% 3,489 $352K
Old Mission Investment Co LLC 0.10% Add +36.9% 3,485 $352K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.07% Add +2.4% 3,484 $352K
Accurate Wealth Management, LLC 0.05% Add +5.1% 3,407 $351K
S.A. Mason LLC 0.17% Reduce -9.1% 3,464 $350K
American National Bank & Trust 0.04% Add +0.1% 3,451 $348K
First Horizon Advisors, Inc. 0.01% Reduce -28.9% 3,442 $348K
Lifeworks Advisors, LLC 0.05% Add +34.2% 3,440 $347K
Kera Capital Partners, Inc. 0.07% Reduce -87.1% 3,425 $346K
Creegan & Nassoura Financial Group, LLC 0.22% Reduce -2.8% 3,411 $344K
Range Financial Group LLC 0.13% Add +9.8% 3,395 $343K
LGT Group Foundation 0.00% Add +8.4% 3,383 $341K
LMG Wealth Partners, LLC 0.07% Add +1.1% 3,382 $341K
Faithward Advisors, LLC 0.05% Reduce -17.6% 3,376 $341K
MRA Advisory Group 0.16% Add +39.8% 3,374 $341K
Fiduciary Alliance LLC 0.03% Add +19.2% 3,372 $340K
Fortis Capital Advisors, LLC 0.06% Add +5.7% 3,365 $340K
Foster Victor Wealth Advisors, LLC 0.02% Reduce -23.2% 3,324 $340K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Reduce -33.3% 3,362 $339K
PEAK6 LLC 0.01% New 3,343 $337K
MKT Advisors LLC 0.13% Reduce -0.6% 3,225 $337K
L2 Asset Management, LLC 0.06% Add +5.4% 3,336 $337K
NWF Advisory Services Inc. 0.04% Add +7.1% 3,333 $336K
Atlas Brown,Inc. 0.11% Add +41.7% 3,330 $336K
Hoxton Planning & Management, LLC 0.12% Add +81.4% 3,329 $336K
Equitable Trust Co. 0.02% Reduce -47.0% 3,318 $335K
Financial Engines Advisors L.L.C. 0.00% Add +37.7% 3,314 $334K
Rexford Capital Inc. 0.28% — 3,308 $334K
SYM FINANCIAL Corp 0.04% Add +50.1% 3,302 $333K
VELA Investment Management, LLC 0.10% Add +16.2% 3,301 $333K
Kercheville Advisors, LLC 0.11% Add +22.7% 3,296 $333K
Montis Financial, LLC 0.09% Add +0.0% 3,296 $333K
Morey & Quinn Wealth Partners, LLC 0.26% Reduce -3.8% 3,267 $330K
FRG Family Wealth Advisors LLC 0.06% Add +0.3% 3,260 $329K
Atlas Wealth LLC 0.16% Reduce -1.5% 3,139 $328K
CoreFirst Bank & Trust 0.18% Add +33.0% 3,228 $326K
Eaton-Cambridge Inc. 0.12% Add +4.6% 3,214 $324K
Farmers Trust Co. 0.06% Reduce -6.6% 3,204 $323K
Rothschild Wealth LLC 0.08% Add +9.9% 3,196 $323K
Coordinated Financial Services, Inc. 0.23% — 3,185 $321K
Harbour Capital Advisors, LLC 0.07% Reduce -1.2% 3,010 $318K
Segment Wealth Management, LLC 0.02% No change 3,142 $317K
Cascade Financial Partners, LLC 0.04% Reduce -5.6% 3,141 $317K
Traynor Capital Management, Inc. 0.02% Reduce -0.6% 3,029 $316K
Dividend Assets Capital, LLC 0.06% Add +2.6% 3,118 $315K
Weatherly Asset Management L. P. 0.03% Reduce -1.1% 3,102 $313K
Meyer Handelman Co. 0.01% Reduce -27.9% 3,100 $313K
Weaver Consulting Group 0.09% Add +0.1% 3,092 $312K
Vision Financial Markets LLC 0.29% Reduce -1.9% 3,076 $310K
First Affirmative Financial Network 0.16% Reduce -1.3% 3,073 $310K
Pflug Koory, LLC 0.16% No change 3,072 $310K
MIdWestOne Financial Group, Inc. 0.04% No change 3,064 $309K
Diamant Asset Management, Inc. 0.24% No change 3,060 $309K
Clearbridge Investments, LLC 0.00% Reduce -18.3% 3,054 $308K
Aegis Wealth Management LLC 0.18% No change 2,786 $306K
Aaron Wealth Advisors LLC 0.03% Add +54.7% 3,028 $306K
Choate Investment Advisors 0.01% Reduce -43.7% 3,028 $306K
MJT & Associates Financial Advisory Group, Inc. 0.38% No change 3,022 $305K
Blake Schutter Theil Wealth Advisors, LLC 0.34% Reduce -21.1% 3,001 $303K
Curat Global, LLC 0.29% Add +20.0% 3,000 $303K
Liberty Capital Management, Inc. 0.06% No change 3,000 $303K
Simmons Bank 0.02% Reduce -6.3% 2,994 $302K
Trek Financial, LLC 0.02% New 2,980 $301K
Generation Capital Management LLC 0.24% Add +2.0% 2,966 $299K
Onyx Bridge Wealth Group LLC 0.04% Reduce -5.2% 2,961 $299K
Heartland Bank & Trust Co 0.14% Reduce -2.4% 2,958 $299K
Trilogy Capital Inc. 0.01% Reduce -88.7% 2,943 $297K
WealthTrak Capital Management LLC 0.25% Add +1.6% 2,932 $296K
Palumbo Wealth Management LLC 0.09% Add +6.3% 2,932 $296K
WASHINGTON TRUST Co 0.01% Reduce -2.6% 2,927 $295K
Southland Equity Partners LLC 0.06% Add +7.0% 2,925 $295K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +31.4% 2,909 $294K
Cahill Financial Advisors Inc. 0.04% New 2,907 $293K
Quantitative Investment Management, LLC 0.04% Reduce -96.0% 2,908 $293K
Dana Investment Advisors, Inc. 0.01% Reduce -5.2% 2,894 $292K
Successful Portfolios LLC 0.18% Reduce -1.4% 2,891 $292K
Shepherd Financial Partners LLC 0.03% Add +4.0% 2,890 $292K
Vance Wealth, LLC 0.10% Add +2.6% 2,889 $292K
Choice Wealth Advisors LLC 0.13% Add +1.2% 2,878 $290K
GeoWealth Management, LLC 0.01% Add +51.2% 2,875 $290K
Jeppson Wealth Management, LLC 0.10% Reduce -27.1% 2,873 $290K
E&G Advisors, LLC 0.08% Reduce -3.4% 2,869 $290K
Coastal Bridge Advisors, LLC 0.02% New 2,866 $289K
Shell Asset Management Co. 0.01% Reduce -2.1% 2,859 $289K
Hardy Reed LLC 0.02% Reduce -4.6% 2,856 $288K
rebel Financial LLC 0.13% — 2,849 $288K
Somerset Trust Co 0.09% Reduce -7.9% 2,849 $288K
Traphagen Investment Advisors LLC 0.03% Add +8.0% 2,835 $286K
Birch Financial Group, LLC 0.23% Add +3.4% 2,835 $286K
R Squared Ltd 0.16% New 2,830 $286K
Acorns Advisers, LLC 0.00% Add +35.1% 2,819 $285K
Granite Investment Partners, LLC 0.01% No change 2,822 $285K
World Equity Group, Inc. 0.08% Add +0.2% 2,816 $284K
Resonant Capital Advisors, LLC 0.02% Reduce -78.9% 2,810 $284K
Mechanics Financial Corp 0.12% Add +2.0% 2,808 $283K
waypoint wealth counsel 0.14% Reduce -4.9% 2,807 $283K
2UniFi Bank 0.16% Add +11.0% 2,804 $283K
Phillips Wealth Planners LLC 0.26% Reduce -1.2% 2,761 $283K
Lockerman Financial Group, Inc. 0.38% New 2,800 $283K
Pathway Financial Advisors LLC 0.04% Reduce -21.4% 2,800 $283K
New Hampshire Trust 0.06% Add +28.4% 2,790 $282K
BIP Wealth, LLC 0.02% No change 2,784 $281K
Uncommon Cents Investing LLC 0.07% New 2,778 $280K
Wynn Capital, LLC 0.15% Add +8.0% 2,768 $279K
Clarius Group, LLC 0.02% Add +0.6% 2,763 $279K
Avestar Capital, LLC 0.02% Add +43.8% 2,757 $278K
Marble Harbor Investment Counsel, LLC 0.03% No change 2,755 $278K
1776 Wealth LLC 0.11% Reduce -1.8% 2,753 $278K
Bluefin Capital Management, LLC 0.22% Reduce -11.3% 2,750 $278K
Sivia Capital Partners, LLC 0.09% New 2,749 $277K
Country Trust Bank 0.01% Reduce -1.9% 2,747 $277K
Heartwood Wealth Advisors LLC 0.03% Reduce -0.3% 2,743 $277K
Bingham Private Wealth, LLC 0.26% Reduce -10.4% 2,733 $276K
Lauer Wealth, LLC 0.23% New 3,194 $276K
Retirement Planning Co of New England, Inc. 0.12% Reduce -9.7% 2,729 $275K
OneAscent Financial Services LLC 0.02% Reduce -50.3% 2,666 $275K
Turtle Creek Wealth Advisors, LLC 0.03% New 2,720 $275K
Bridgewealth Advisory Group, LLC 0.07% New 2,700 $273K
Mason & Associates, LLC 0.07% Reduce -11.0% 2,690 $272K
Sterling Capital Management LLC 0.00% Add +5.7% 2,683 $271K
Ellis Investment Partners, LLC 0.05% Reduce -7.0% 2,676 $270K
IFG Advisors, LLC 0.05% Reduce -5.0% 2,675 $270K
CHB Investment Group, LLC 0.14% Reduce -0.0% 2,679 $270K
Jacksonville Wealth Management, LLC 0.22% Reduce -2.2% 2,674 $270K
Angeles Wealth Management, LLC 0.02% Reduce -27.9% 2,670 $270K
CogentBlue Wealth Advisors, LLC 0.21% Reduce -8.4% 2,665 $269K
First PREMIER Bank 0.07% Add +5.8% 2,663 $269K
Crestwood Advisors Group, LLC 0.00% New 2,665 $269K
Liberty Wealth Management LLC 0.04% Reduce -0.1% 2,657 $268K
Fortitude Family Office, LLC 0.09% Add +0.5% 2,655 $268K
Shufro Rose & Co. LLC 0.02% No change 2,435 $268K
Suncoast Equity Management 0.03% No change 2,652 $268K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 2,652 $268K
HHM Wealth Advisors, LLC 0.03% Add +2.1% 2,631 $266K
Ranch Capital Advisors Inc. 0.12% Add +4.2% 2,629 $265K
Finley Financial, LLC 0.13% No change 2,626 $265K
HCR Wealth Advisors 0.03% Reduce -0.2% 2,622 $265K
Barlow Wealth Partners, LLC 0.03% New 2,505 $264K
New Covenant Trust Company, N.A. 0.24% No change 2,611 $264K
Sax Wealth Advisors, LLC 0.02% Reduce -21.5% 2,607 $263K
Accuvest Global Advisors 0.17% Reduce -41.4% 2,604 $263K
Platform Technology Partners 0.07% Reduce -16.7% 2,603 $263K
180 Wealth Advisors, LLC 0.04% Add +11.6% 2,582 $261K
Chase Investment Counsel Corp. 0.08% Reduce -18.4% 2,584 $260K
CVA Family Office, LLC 0.04% Add +6.0% 2,570 $259K
Cornerstone Wealth Group, LLC 0.02% Add +3.9% 2,557 $258K
Spirit of America Management Corp. 0.05% No change 2,550 $257K
Annis Gardner Whiting Capital Advisors, LLC 0.09% Add +17.8% 2,546 $257K
Joule Financial, LLC 0.08% Add +5.2% 2,533 $256K
Diametric Capital, LP 0.14% New 2,529 $255K
MBM Wealth Consultants, LLC 0.07% Add +30.6% 2,528 $255K
HBW Advisory Services LLC 0.03% Add +3.2% 2,526 $255K
CWA Asset Management Group, LLC 0.01% Reduce -27.2% 2,524 $255K
Ti-Trust, Inc. 0.17% No change 2,515 $254K
Nicolet Advisory Services, LLC 0.02% Add +13.5% 3,004 $254K
Asset Dedication, LLC 0.02% Add +199.3% 2,514 $254K
SBI Securities Co., Ltd. 0.01% Add +15.3% 2,514 $254K
Copperwynd Financial, LLC 0.06% Add +9.0% 2,512 $254K
Murphy, Middleton, Hinkle & Parker, Inc. 0.14% No change 2,303 $253K
Austin Asset Management Co Inc 0.05% No change 2,505 $253K
Cannon Financial Strategists, Inc. 0.04% Reduce -8.1% 2,498 $252K
Royal Capital Wealth Management, LLC 0.17% Reduce -4.7% 2,498 $252K
Synergy Financial Group, LTD 0.19% Add +3.4% 2,497 $252K
MASTERINVEST Kapitalanlage GmbH 0.03% — 2,483 $251K
LOM Asset Management Ltd 0.08% — 2,477 $250K
U S Global Investors Inc. 0.03% Add +45.5% 2,475 $250K
Sweeney & Michel, LLC 0.09% Reduce -11.4% 2,461 $249K
Founders Financial Alliance, LLC 0.06% Reduce -57.7% 2,467 $249K
Diversified Enterprises, LLC 0.02% Add +25.4% 2,467 $249K
LCNB Corp. 0.09% No change 2,455 $248K
Atom Investors LP 0.02% New 2,451 $247K
Sheets Smith Wealth Management 0.03% Add +0.8% 2,450 $247K
Patten & Patten Inc. 0.02% Reduce -41.9% 2,450 $247K
Center for Financial Planning, Inc. 0.03% No change 2,446 $247K
Guardian Partners Inc. 0.02% Reduce -4.0% 2,410 $246K
Yeomans Consulting Group, Inc. 0.10% New 2,353 $246K
Richardson Financial Services Inc. 0.16% New 2,345 $245K
Ipswich Investment Management Co., Inc. 0.06% No change 2,425 $245K
Code Waechter LLC 0.17% New 2,412 $243K
Novem Group 0.03% Reduce -6.6% 2,410 $243K
Pacific Sage Partners, LLC 0.05% Add +28.0% 2,397 $242K
Allegheny Financial Group 0.05% Add +0.2% 2,396 $242K
Curi Capital, LLC 0.00% New 2,392 $241K
Lewis Asset Management, LLC 0.11% New 2,385 $241K
Alliance Wealth Advisors, LLC 0.13% Add +3.8% 2,382 $240K
SC&H Financial Advisors, Inc. 0.04% Reduce -44.5% 2,373 $240K
Calton & Associates, Inc. 0.04% Add +26.9% 2,364 $239K
PKS Advisory Services, LLC 0.06% New 2,006 $238K
Optas, LLC 0.05% Add +2.6% 2,357 $238K
Freestone Capital Holdings, LLC 0.01% Reduce -24.9% 2,356 $238K
Cromwell Holdings LLC 0.14% Add +257.8% 2,340 $236K
Johnson & White Wealth Management, LLC 0.12% Reduce -7.3% 2,340 $236K
Plancorp, LLC 0.01% Reduce -3.5% 2,334 $236K
Delta Financial Advisors LLC 0.08% Reduce -2.0% 2,329 $235K
Pittenger & Anderson Inc. 0.01% No change 2,317 $234K
360 Financial, Inc. 0.07% No change 2,311 $233K
PCG Asset Management, LLC 0.20% Reduce -13.2% 2,302 $232K
Evexia Wealth LLC 0.07% No change 2,341 $232K
Bantamac Capital, LLC 0.08% No change 2,300 $232K
Hickory Point Bank & Trust 0.19% No change 2,286 $231K
Chancellor Financial Group WB LP 0.18% Add +4.6% 2,280 $230K
Meriwether Wealth & Planning, LLC 0.14% Add +24.5% 2,278 $230K
Catalyst Financial Partners LLC 0.03% Reduce -8.6% 2,277 $230K
Sollinda Capital Management LLC 0.06% Reduce -1.7% 2,275 $230K
Axxcess Wealth Management, LLC 0.01% Reduce -70.2% 2,273 $229K
Clifford Group, LLC 0.19% Add +12.6% 2,272 $229K
Bridges Investment Management Inc. 0.00% Reduce -18.1% 2,270 $229K
Enterprise Financial Services Corp 0.12% New 2,265 $229K
Waddell & Associates, LLC 0.02% New 2,261 $228K
Ridgecrest Wealth Partners, LLC 0.12% Add +14.0% 2,257 $228K
626 Financial, LLC 0.11% New 2,256 $228K
Lyell Wealth Management, LP 0.02% Reduce -0.4% 2,253 $227K
Oakland Financial Corp. 4.27% No change 2,250 $227K
Patton Fund Management, Inc. 0.05% New 2,249 $227K
Bey-Douglas LLC 0.14% New 2,239 $226K
Ransom Advisory, Ltd 0.11% Reduce -6.3% 2,237 $226K
First County Bank 0.12% Reduce -36.3% 2,235 $226K
Trustco Bank Corp. N Y 0.22% Reduce -15.6% 2,231 $225K
Bill Few Associates, Inc. 0.06% Reduce -8.2% 2,227 $225K
Beverly Hills Private Wealth, LLC 0.04% Reduce -80.8% 2,227 $225K
CV Advisors LLC 0.07% No change 2,225 $225K
Heritage Wealth Advisors 0.01% Reduce -35.0% 2,219 $224K
Financial Advisors Network, Inc. 0.03% New 2,216 $224K
Arista Wealth Management, LLC 0.03% New 2,199 $222K
Barnes Pettey Financial Advisors, LLC 0.15% Add +0.2% 2,197 $222K
Great Diamond Partners, LLC 0.05% New 2,185 $221K
Douglas Lane & Associates, LLC 0.00% Reduce -7.2% 2,183 $220K
Richards, Merrill & Peterson, Inc. 0.10% Add +0.2% 2,179 $220K
JBR Co Financial Management Inc 0.11% Reduce -18.2% 2,175 $220K
Cobblestone Capital Advisors LLC 0.01% Reduce -65.3% 2,175 $220K
MBB Public Markets I LLC 0.03% Reduce -19.4% 2,175 $220K
Capital Advantage, Inc. 0.03% Reduce -12.5% 2,174 $219K
MUFG Securities EMEA plc 0.01% New 2,168 $219K
Altus Wealth Group LLC 0.10% Add +3.6% 2,166 $219K
Fidelis Capital Partners, LLC 0.02% Reduce -5.6% 2,526 $218K
Moneco Advisors, LLC 0.02% Reduce -33.8% 2,153 $217K
Investment Planning Advisors, Inc. 0.08% New 2,150 $217K
Ascentis Independent Advisors 0.04% Reduce -23.2% 2,147 $217K
Winebrenner Capital Management LLC 0.17% Add +8.4% 2,135 $216K
Dean Investment Associates, LLC 0.03% Reduce -94.1% 2,131 $215K
Haven Capital Group, Inc. 0.19% No change 2,127 $215K
First Heartland Consultants, Inc. 0.02% New 2,124 $214K
DGS Capital Management, LLC 0.04% New 2,121 $214K
Mattern Capital Management, LLC 0.03% Reduce -68.4% 2,116 $214K
Parr McKnight Wealth Management Group, LLC 0.03% Add +0.8% 2,115 $213K
Compass Capital Corp. /Ma/ 0.10% New 2,473 $213K
Sig Brokerage, LP 0.06% Reduce -59.7% 2,111 $213K
Meadow Creek Wealth Advisors LLC 0.14% Reduce -1.4% 2,105 $212K
Orrstown Financial Services Inc. 0.04% New 2,105 $212K
Personal Cfo Solutions, LLC 0.04% Reduce -37.8% 2,101 $212K
Money Concepts Capital Corp. 0.01% Add +5.2% 2,100 $212K
Cornell Pochily Investment Advisors, Inc. 0.07% Reduce -2.6% 2,094 $211K
Maridea Wealth Management LLC 0.06% Reduce -66.5% 2,092 $211K
Woodward Diversified Capital, LLC 0.11% New 2,066 $209K
Benedict Financial Advisors Inc. 0.05% Add +1.0% 2,065 $208K
AlTi Global, Inc. 0.01% New 2,064 $208K
Davidson Trust Co. 0.10% Reduce -11.9% 2,063 $208K
Rockport Wealth LLC 0.05% New 2,062 $208K
Certified Advisory Corp 0.02% Add +3.5% 2,061 $208K
Bedell Frazier Investment Counselling, LLC 0.05% New 2,060 $208K
Crestmont Private Wealth LLC 0.07% Add +9.6% 2,051 $207K
Glen Eagle Advisors, LLC 0.03% Reduce -1.1% 2,047 $207K
Teza Capital Management LLC 0.15% New 2,046 $207K
Detalus Advisors, LLC 0.06% No change 2,044 $206K
Kesler, Norman & Wride, LLC 0.04% Reduce -93.1% 2,040 $206K
Sharp Wealth Advisory, LLC 0.13% Reduce -19.8% 2,040 $206K
Howard Financial Services, LTD. 0.03% Reduce -2.5% 2,040 $206K
Exchange Bank 0.16% No change 2,039 $206K
Baltimore-Washington Financial Advisors, Inc. 0.01% Reduce -1.4% 2,039 $206K
Bank & Trust Co 0.16% No change 2,038 $206K
St Germain D J Co. Inc. 0.01% Add +4.3% 2,038 $206K
ZEGA Investments, LLC 0.05% Reduce -7.2% 2,036 $206K
JT Stratford LLC 0.03% New 2,028 $205K
Advyzon Investment Management, LLC 0.05% New 2,021 $204K
Severin Investments, LLC 0.19% Add +3.1% 2,019 $204K
Grove Bank & Trust 0.03% Reduce -9.9% 2,017 $204K
Sfmg, LLC 0.02% Reduce -4.8% 2,016 $203K
Cape Investment Advisory, Inc. 0.07% Reduce -8.2% 2,013 $203K
US Asset Management LLC 0.18% No change 2,008 $203K
FSB Premier Wealth Management, Inc. 0.07% Reduce -11.5% 2,007 $203K
Silver Lake Advisory, LLC 0.09% No change 2,000 $202K
Harbor Advisors LLC 0.03% No change 2,000 $202K
RD Lewis Holdings, Inc. 0.20% Reduce -23.7% 2,333 $202K
Massachusetts Wealth Management 0.11% Reduce -4.8% 1,995 $201K
Yelin Lapidot Holdings Management Ltd. 0.04% No change 1,995 $201K
Wrapmanager Inc. 0.05% Reduce -22.8% 1,993 $201K
Thompson Siegel & Walmsley LLC 0.00% Reduce -1.0% 1,988 $201K
Waterloo Capital, L.P. 0.02% New 1,988 $201K
Walleye Capital LLC 0.00% Reduce -96.5% 1,982 $200K
PFS Partners, LLC 0.10% No change 1,947 $197K
Paradigm Asset Management Co. LLC 0.05% Add +108.2% 1,924 $194K
CYBER HORNET ETFs LLC 0.14% Reduce -0.6% 1,926 $194K
Harbor Investment Advisory, LLC 0.02% Reduce -24.2% 1,909 $193K
Pandora Wealth, Inc. 0.12% No change 1,898 $192K
DiNuzzo Private Wealth, Inc. 0.02% Add +3.3% 1,892 $191K
Elgethun Capital Management 0.04% Add +36.5% 1,889 $191K
Crews Bank & Trust 0.03% Add +45.1% 1,833 $185K
Eq Wealth Advisors, LLC 0.13% New 1,821 $184K
Oakworth Capital, Inc. 0.01% Add +4.9% 1,770 $179K
Accredited Wealth Management, LLC 0.14% Reduce -13.1% 1,747 $176K
Tanglewood Legacy Advisors, LLC 0.07% No change 1,734 $175K
Indiana Trust & Investment Management Co 0.06% Add +0.6% 1,720 $174K
Coastline Trust Co 0.02% Reduce -1.2% 1,650 $167K
Y.D. More Investments Ltd 0.01% Add +19.8% 1,582 $160K
Broadwater Capital Management LLC 0.12% Add +9994.0% 157,971 $158K
Wellington Shields Capital Management, LLC 0.03% No change 1,562 $158K
Concord Wealth Partners 0.02% Add +50.2% 1,559 $157K
Pinnacle Bancorp, Inc. 0.05% Reduce -9.4% 1,537 $155K
Stuart Chaussee & Associates, Inc. 0.04% No change 1,537 $155K
MTM Investment Management, LLC 0.05% New 1,529 $154K
Trust Co 0.02% Reduce -20.8% 1,520 $153K
Atticus Wealth Management, LLC 0.04% Add +889.5% 1,514 $153K
Members Capital Advisors Inc. 0.17% No change 1,481 $149K
Capula Management Ltd 0.00% Add +37.9% 1,458 $147K
Legacy Bridge, LLC 0.07% Reduce -7.6% 1,451 $146K
Covestor Ltd 0.08% Add +44.5% 1,410 $142K
Sachetta, LLC 0.06% Reduce -30.2% 1,402 $142K
Golden State Wealth Management, LLC 0.02% Reduce -14.2% 1,352 $136K
CarsonAllaria Wealth Management, Ltd. 0.07% Reduce -18.5% 1,341 $135K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% No change 1,321 $133K
Lavaca Capital LLC 0.05% Add +1.5% 1,313 $133K
Granite FO LLC 0.07% Reduce -27.8% 1,300 $131K
Smithfield Trust Co 0.01% Reduce -9.6% 1,293 $131K
Bruce G. Allen Investments, LLC 0.10% Reduce -19.7% 1,275 $129K
South Plains Financial, Inc. 0.09% Add +2.0% 1,275 $129K
Adirondack Trust Co. 0.05% Reduce -45.5% 1,268 $128K
Union Savings Bank 0.06% Add +89.3% 1,427 $123K
Cary Street Partners Investment Advisory LLC 0.06% Reduce -25.1% 1,213 $122K
Asset Planning,Inc 0.09% Add +0.3% 1,203 $121K
Addison Advisors LLC 0.03% Reduce -4.6% 1,201 $121K
Exchange Traded Concepts, LLC 0.00% Reduce -99.5% 1,193 $120K
Murphy & Mullick Capital Management Corp 0.10% Reduce -3.6% 1,349 $120K
Centricity Wealth Management, LLC 0.09% Reduce -1.9% 1,158 $117K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.00% No change 1,158 $117K
AlphaCore Capital LLC 0.00% Add +160.9% 1,156 $117K
IAG Wealth Partners, LLC 0.02% Add +0.7% 1,148 $116K
McIlrath & Eck, LLC 0.01% Reduce -20.5% 1,138 $115K
Peterson Wealth Services 0.03% Reduce -11.6% 1,131 $114K
First Community Trust NA 0.09% Add +775.2% 1,129 $114K
Quintet Private Bank (Europe) S.A. 0.01% Reduce -93.3% 1,125 $114K
Strategic Wealth Partners, Ltd. 0.01% — 1,118 $113K
Tamar Securities, LLC 0.01% Reduce -3.0% 1,117 $113K
Operose Advisors LLC 0.03% Add +245.0% 1,097 $111K
Elevation Point Wealth Partners, LLC 0.01% New 1,084 $109K
Bellevue Asset Management, LLC 0.05% Add +0.4% 1,058 $107K
BankPlus Trust Department 0.03% Reduce -7.3% 1,055 $106K
Safe Harbor Fiduciary, LLC 0.10% Reduce -92.4% 1,045 $105K
MCF Advisors LLC 0.01% Add +43.3% 1,042 $105K
Hazlett, Burt & Watson, Inc. 0.04% Reduce -3.0% 1,050 $105K
Rise Advisors, LLC 0.04% Reduce -9.2% 1,031 $104K
Binnacle Investments Inc 0.07% Add +21.6% 1,031 $104K
Aviso Financial Inc. 0.00% No change 1,020 $103K
Luken Investment Analytics, LLC 0.05% Reduce -65.1% 1,019 $103K
Financiere des Professionnels - Fonds d'investissement inc. 0.01% No change 1,000 $101K
Westside Investment Management, Inc. 0.02% Add +14.8% 960 $97K
Silvant Capital Management LLC 0.00% Reduce -86.6% 958 $97K
AdvisorNet Financial, Inc 0.01% Reduce -25.1% 920 $93K
Key Financial Inc 0.02% No change 920 $93K
Johnson Financial Group, Inc. 0.00% Reduce -36.8% 919 $93K
MilWealth Group LLC 0.02% No change 917 $93K
Webster Bank, N. A. 0.01% Add +13.8% 867 $88K
Bellwether Advisors, LLC 0.01% No change 850 $86K
General Partner, Inc. 0.05% No change 842 $85K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +1.2% 830 $84K
Tompkins Financial Corp. 0.01% Reduce -13.1% 825 $83K
Strengthening Families & Communities, LLC 0.05% Add +12.7% 757 $83K
LRI Investments, LLC 0.01% Reduce -2.6% 812 $82K
Inlight Wealth Management, LLC 0.04% Reduce -41.7% 807 $81K
American Capital Advisory, LLC 0.04% No change 806 $81K
Plante Moran Financial Advisors, LLC 0.01% No change 800 $81K
Bogart Wealth, LLC 0.00% Add +96.7% 785 $79K
Chesapeake Asset Management LLC 0.07% Add +4.4% 782 $79K
Capital Advisors, Ltd. LLC 0.01% Reduce -29.3% 769 $78K
Rosenberg Matthew Hamilton 0.02% Reduce -14.0% 759 $77K
Beacon Capital Management, LLC 0.01% Add +4.1% 741 $75K
True Wealth Design, LLC 0.03% Add +21.8% 703 $71K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.04% New 700 $71K
IMG Wealth Management, Inc. 0.05% Add +236.0% 672 $68K
Hanson & Doremus Investment Management 0.01% New 666 $67K
Toth Financial Advisory Corp. 0.01% Reduce -9.9% 654 $66K
Redwood Park Advisors LLC 0.05% Add +0.5% 653 $66K
Beaird Harris Wealth Management, LLC 0.01% Add +44.9% 645 $65K
Wood Tarver Financial Group, LLC 0.02% No change 635 $64K
Generali Investments, Management Co LLC 0.01% No change 634 $64K
Rakuten Securities, Inc. 0.02% Reduce -66.8% 628 $63K
Medallion Wealth Advisors, LLC 0.02% Add +0.5% 607 $63K
VSM Wealth Advisory, LLC 0.02% Add +40.7% 619 $63K
Nemes Rush Group LLC 0.01% Reduce -62.4% 611 $62K
Ameriflex Group, Inc. 0.03% Reduce -50.9% 613 $62K
Advantage Trust Co 0.03% Add +20.0% 600 $61K
Vestor Capital, LLC 0.00% Reduce -38.4% 800 $59K
North Capital, Inc. 0.05% Reduce -11.4% 565 $57K
Mark Sheptoff Financial Planning, LLC 0.03% No change 550 $56K
Evermay Wealth Management LLC 0.01% Reduce -69.0% 543 $55K
TFC Financial Management, Inc. 0.01% Reduce -0.9% 534 $54K
Salem Investment Counselors Inc. 0.00% Reduce -10.1% 505 $51K
Christopher J. Hasenberg, Inc 0.02% No change 503 $51K
IMA Advisory Services, Inc. 0.01% No change 497 $50K
Missouri Trust & Investment Co 0.02% Reduce -18.5% 485 $49K
REAP Financial Group, LLC 0.01% Add +35.7% 483 $49K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -98.7% 482 $49K
Pacifica Partners Inc. 0.02% Add +11.8% 474 $48K
Clearstead Trust, LLC 0.01% Reduce -62.2% 475 $48K
SWAN Capital LLC 0.02% Add +5.7% 464 $47K
Pinnacle Holdings, LLC 0.02% New 445 $45K
Rossby Financial, LCC 0.02% Add +32.8% 445 $45K
Byrne Asset Management LLC 0.03% Reduce -91.6% 438 $44K
New England Capital Financial Advisors LLC 0.02% Add +0.5% 429 $43K
Canton Hathaway, LLC 0.01% No change 425 $43K
Pacific Center for Financial Services 0.01% No change 425 $43K
Pinney & Scofield, Inc. 0.03% Add +10.3% 418 $42K
Centerpoint Advisors, LLC 0.01% Add +127.5% 414 $42K
Abound Wealth Management 0.01% No change 410 $41K
DT Investment Partners, LLC 0.00% Reduce -64.7% 407 $41K
Essex Investment Management Co. LLC 0.01% No change 404 $41K
Semmax Financial Advisors Inc. 0.01% Reduce -46.2% 467 $40K
Ramirez Asset Management, Inc. 0.01% No change 400 $40K
Fairscale Capital, LLC 0.03% No change 466 $40K
Hilltop National Bank 0.01% — 383 $39K
Field & Main Bank 0.01% Reduce -18.3% 380 $38K
S&T Bank 0.01% Reduce -1.6% 375 $38K
Atlantic Edge Private Wealth Management, LLC 0.01% Reduce -10.9% 368 $37K
GW&K Investment Management, LLC 0.00% Add +7.7% 365 $37K
First United Bank & Trust 0.01% Reduce -72.5% 365 $37K
NFSG Corp 0.01% Reduce -13.3% 365 $37K
Opal Wealth Advisors, LLC 0.01% Reduce -16.0% 363 $37K
JNBA Financial Advisors 0.00% Reduce -33.3% 359 $36K
Putney Financial Group LLC 0.04% Reduce -7.8% 357 $36K
Core Alternative Capital 0.01% Reduce -87.0% 354 $36K
Richardson Capital Management LLC 0.02% No change 350 $35K
Alpine Bank Wealth Management 0.01% No change 347 $35K
Evelyn Partners Investment Management LLP 0.00% No change 337 $34K
FNY Investment Advisers, LLC 0.01% New 346 $34K
RMG Wealth Management LLC 0.01% — 344 $34K
Pingora Partners LLC 0.03% No change 335 $34K
Winch Advisory Services, LLC 0.01% Add +1.5% 332 $34K
Joseph Group Capital Management 0.01% No change 330 $33K
WPG Advisers, LLC 0.03% Reduce -3.5% 329 $33K
Millstone Evans Group, LLC 0.02% Add +4.2% 325 $33K
Graney & King, LLC 0.02% No change 324 $33K
Tidemark, LLC 0.01% Add +1.7% 305 $31K
ESL Trust Services, LLC 0.01% No change 300 $30K
Painted Porch Advisors LLC 0.01% Add +31.7% 291 $29K
Twin Peaks Wealth Advisors, LLC 0.01% New 334 $29K
Vermillion & White Wealth Management Group, LLC 0.02% Reduce -97.3% 288 $29K
FSA Wealth Management LLC 0.01% Add +8.8% 285 $29K
Hopwood Financial Services, Inc. 0.02% Add +0.4% 282 $29K
Tsfg, LLC 0.01% Add +0.4% 273 $28K
Hemington Wealth Management 0.00% Add +0.3% 283 $28K
Morton Brown Family Wealth, LLC 0.01% No change 276 $28K
IFS Advisors, LLC 0.02% No change 274 $28K
Founders Capital Management 0.02% No change 270 $27K
MV Capital Management, Inc. 0.00% Reduce -50.6% 270 $27K
Dunhill Financial, LLC 0.01% Reduce -48.1% 269 $27K
Raffa Wealth Management, LLC 0.01% Reduce -8.3% 266 $27K
Sierra Ocean, LLC 0.02% Add +138.7% 265 $27K
Salomon & Ludwin, LLC 0.00% Add +20.5% 253 $27K
Financial Perspectives, Inc 0.01% No change 254 $26K
Mid-American Wealth Advisory Group, Inc. 0.01% New 254 $26K
Marshall & Sterling Wealth Advisors Inc. 0.02% Reduce -10.6% 253 $25K
Glass Jacobson Investment Advisors llc 0.01% Reduce -80.0% 252 $25K
Stephens Consulting, LLC 0.01% Add +13.0% 252 $25K
Piscataqua Savings Bank 0.02% Add +25.0% 250 $25K
Evelyn Partners Investment Management (Europe) Ltd 0.01% No change 250 $25K
Citizens National Bank Trust Department 0.01% No change 250 $25K
Fortis Group Advisors, LLC 0.00% Reduce -89.8% 250 $25K
Kennebec Savings Bank 0.02% No change 247 $25K
Financial Network Wealth Advisors LLC 0.03% Reduce -58.6% 242 $24K
Global Trust Asset Management, LLC 0.01% Reduce -66.7% 240 $24K
Aventus Investment Advisors, Inc. 0.02% — 238 $24K
Ogorek Anthony Joseph /NY/ 0.01% Add +22.3% 241 $24K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 237 $24K
Crewe Advisors LLC 0.00% Add +174.4% 236 $24K
CBIZ Investment Advisory Services, LLC 0.00% Add +104.4% 231 $23K
Bell Investment Advisors, Inc 0.00% Add +26.7% 228 $23K
Fourth Dimension Wealth, LLC 0.01% No change 225 $23K
Whipplewood Advisors, LLC 0.01% Reduce -35.9% 221 $22K
Gen-Wealth Partners Inc 0.01% Add +6.9% 217 $22K
Consultiva Wealth Management, Corp. 0.07% No change 215 $22K
TD Capital Management LLC 0.00% New 215 $22K
Physician Wealth Advisors, Inc. 0.00% Add +18.3% 213 $22K
CNB Bank 0.01% Reduce -53.9% 213 $22K
Front Row Advisors LLC 0.01% No change 210 $21K
ORG Partners LLC 0.00% Reduce -62.0% 201 $21K
TruNorth Capital Management, LLC 0.00% Reduce -56.3% 202 $20K
Arlington Trust Co LLC 0.00% Reduce -27.3% 200 $20K
Security National Bank 0.00% No change 200 $20K
Cornerstone Planning Group LLC 0.00% Add +13.4% 229 $20K
Aventura Private Wealth, LLC 0.01% Reduce -43.5% 195 $20K
Quaker Wealth Management, LLC 0.01% — 192 $19K
Caitong International Asset Management Co., Ltd 0.01% Add +3680.0% 189 $19K
Tobam 0.01% Reduce -97.3% 193 $19K
West Branch Capital LLC 0.01% No change 180 $18K
Activest Wealth Management 0.00% Add +480.0% 174 $18K
First Command Advisory Services, Inc. 0.00% Reduce -65.6% 172 $17K
Red Tortoise LLC 0.01% Reduce -7.2% 167 $17K
Carderock Capital Management Inc. 0.00% New 167 $17K
Creekmur Asset Management LLC 0.00% Reduce -6.2% 167 $17K
Howard Hughes Medical Institute 0.01% New 158 $16K
WFA of San Diego, LLC 0.01% — 155 $16K
WealthCollab, LLC 0.01% Reduce -14.4% 155 $16K
Prestige Wealth Management Group LLC 0.00% No change 154 $16K
Chung Wu Investment Group, LLC 0.02% New 150 $15K
Foster Dykema Cabot & Partners, LLC 0.00% No change 150 $15K
Coston, McIsaac & Partners 0.00% Add +1.3% 152 $15K
PrairieView Partners, LLC 0.00% No change 150 $15K
Valued Wealth Advisors LLC 0.01% Reduce -30.8% 148 $15K
Bfsg, LLC 0.00% No change 140 $14K
Avalon Trust Co 0.00% Reduce -1.5% 134 $13K
Princeton Global Asset Management LLC 0.00% Add +343.3% 133 $13K
DB Fitzpatrick & Co, Inc 0.01% No change 129 $13K
Total Investment Management Inc. 0.00% New 125 $13K
Financial Freedom, LLC 0.01% No change 125 $13K
Park Square Financial Group, LLC 0.01% Reduce -7.5% 123 $12K
Kilter Group LLC 0.01% New 120 $12K
GPS Wealth Strategies Group, LLC 0.00% Reduce -19.6% 115 $12K
Rialto Wealth Management, LLC 0.00% Reduce -27.6% 113 $11K
Moisand Fitzgerald Tamayo, LLC 0.00% Reduce -41.0% 112 $11K
SIMA Wealth Partners, LLC 0.01% Reduce -53.7% 112 $11K
Curio Wealth, LLC 0.00% Add +10900.0% 110 $11K
Thompson Investment Management, Inc. 0.00% No change 109 $11K
Avion Wealth 0.00% Reduce -74.9% 113 $11K
Solstein Capital, LLC 0.01% New 107 $11K
Clark Wealth Partners 0.01% Add +1.9% 107 $11K
Hager Investment Management Services, LLC 0.01% Reduce -40.0% 105 $11K
AllSquare Wealth Management LLC 0.01% No change 104 $10K
Private Wealth Management Group, LLC 0.00% Reduce -31.1% 102 $10K
Investment Research & Advisory Group, Inc. 0.00% No change 100 $10K
Vega Investment Solutions 0.00% New 100 $10K
HighMark Wealth Management LLC 0.00% Reduce -4.8% 99 $10K
Burkett Financial Services, LLC 0.00% Add +2.2% 94 $9K
Meeder Asset Management Inc. 0.00% Reduce -96.6% 91 $9K
Horizon Financial Services, LLC 0.00% No change 90 $9K
Financial Connections Group, Inc. 0.00% Add +216.1% 98 $9K
Valley National Advisers Inc. 0.00% Reduce -89.6% 92 $9K
Highline Wealth Partners LLC 0.00% Add +42.6% 87 $9K
Vermillion Wealth Management, Inc. 0.00% No change 87 $9K
Cheviot Value Management, LLC 0.00% No change 100 $9K
YANKCOM Partnership 0.00% Add +2.4% 85 $9K
Boyd Watterson Asset Management LLC 0.00% Reduce -46.9% 77 $8K
Proathlete Wealth Management LLC 0.00% No change 76 $8K
Olistico Wealth, LLC 0.00% Reduce -12.8% 75 $8K
Ravenstone Capital Management Inc. 0.00% New 75 $8K
Eukles Asset Management 0.00% No change 73 $7K
Hughes Financial Services, LLC 0.00% Reduce -16.2% 83 $7K
Cedar Mountain Advisors, LLC 0.00% Add +1.4% 70 $7K
Gould Capital, LLC 0.00% Reduce -15.7% 70 $7K
Elevation Wealth Partners, LLC 0.00% No change 70 $7K
Bare Financial Services, Inc 0.00% Add +288.9% 70 $7K
Iron Horse Wealth Management, LLC 0.00% No change 70 $7K
Evolution Advisers, Inc. 0.00% No change 79 $7K
Nalls Sherbakoff Group, LLC 0.01% Add +1.5% 68 $7K
Union Bancaire Privee, UBP SA 0.00% No change 68 $7K
Wealth Preservation Advisors, LLC 0.00% Reduce -18.6% 57 $6K
Tortoise Investment Management, LLC 0.00% Add +119.2% 57 $6K
Kozak & Associates, Inc. 0.00% Reduce -11.7% 53 $5K
Dogwood Wealth Management LLC 0.00% Add +13.0% 52 $5K
Pineridge Advisors LLC 0.00% Add +2.0% 52 $5K
Luminist Capital LLC 0.01% New 50 $5K
Carolina Wealth Advisors, LLC 0.00% No change 50 $5K
Centennial Bank 0.00% No change 50 $5K
CGC Financial Services, LLC 0.00% No change 50 $5K
Talon Private Wealth, LLC 0.00% New 50 $5K
1620 Investment Advisors, Inc. 0.00% Reduce -14.3% 48 $5K
Quest 10 Wealth Builders, Inc. 0.00% No change 47 $5K
Howard Capital Management Group, LLC 0.00% Add +64.3% 46 $5K
Signature Resources Capital Management, LLC 0.00% No change 45 $5K
Estabrook Capital Management 0.00% No change 40 $4K
Smallwood Wealth Investment Management, LLC 0.00% No change 39 $4K
Compass Financial Services Inc 0.00% No change 38 $4K
Robinswood Financial LLC 0.00% Add +3.0% 34 $3K
Transce3nd, LLC 0.00% Reduce -73.6% 34 $3K
Newton One Investments LLC 0.00% No change 32 $3K
Atlas Capital Advisors Inc. 0.00% No change 31 $3K
Cedar Wealth Management, LLC 0.00% New 31 $3K
Garde Capital, Inc. 0.00% Reduce -91.1% 30 $3K
Principia Wealth Advisory, LLC 0.00% Add +25.0% 30 $3K
Northwest Capital Management Inc 0.00% Reduce -90.9% 30 $3K
Kiker Wealth Management, LLC 0.00% Reduce -98.9% 29 $3K
Strategic Wealth Investment Group, LLC 0.00% New 29 $3K
First Financial Corp. 0.00% Reduce -92.7% 29 $3K
Marquette Asset Management, LLC 0.00% No change 28 $3K
Aspect Partners, LLC 0.00% Reduce -40.0% 27 $3K
Bayforest Capital Ltd 0.00% Reduce -99.7% 27 $3K
MRP Capital Investments, LLC 0.00% New 25 $3K
Mb, Levis & Associates, LLC 0.00% No change 25 $3K
Lowe Wealth Advisors, LLC 0.00% Reduce -62.1% 25 $3K
Trifecta Capital Advisors, LLC 0.00% No change 25 $3K
Riggs Asset Managment Co. Inc. 0.00% Add +283.3% 23 $2K
Retirement Wealth Solutions LLC 0.00% No change 22 $2K
Investment Management Corp. /Va/ 0.00% No change 21 $2K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 21 $2K
PayPay Securities Corp 0.10% Reduce -13.0% 20 $2K
Financial Gravity Companies, Inc. 0.00% — 20 $2K
Atwood & Palmer Inc. 0.00% No change 20 $2K
1 North Wealth Services LLC 0.00% No change 19 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +18.8% 19 $2K
Holos Integrated Wealth LLC 0.00% No change 22 $2K
Maseco LLP 0.00% — 19 $2K
Parkworth Wealth Management, Inc. 0.00% Add +260.0% 18 $2K
Hara Capital LLC 0.00% No change 18 $2K
Creative Capital Management Investments LLC 0.00% New 17 $2K
Main Street Group, LTD 0.00% Reduce -46.7% 16 $2K
Nvwm, LLC 0.00% Reduce -21.1% 15 $2K
Transamerica Financial Advisors, LLC 0.00% Reduce -50.0% 15 $1K
SJS Investment Consulting Inc. 0.00% Reduce -93.5% 13 $1K
ROSS\JOHNSON & Associates LLC 0.03% No change 13 $1K
Provenance Wealth Advisors, LLC 0.00% Reduce -61.8% 13 $1K
HFM Investment Advisors, LLC 0.00% Add +140.0% 12 $1K
Game Plan Financial Advisors, LLC 0.00% No change 11 $1K
Dakota Community Bank & Trust NA 0.00% No change 10 $1K
CKW Financial Group 0.00% No change 5 $1K
Nova Wealth Management, Inc. 0.00% Add +33.3% 8 $776
LGT Financial Advisors LLC 0.00% New 7 $707
Stone House Investment Management, LLC 0.00% New 7 $707
Financial Management Professionals, Inc. 0.00% Reduce -99.9% 4 $404
Cherry Tree Wealth Management, LLC 0.00% No change 3 $303
Koesten, Hirschmann & Crabtree, INC. 0.00% Add +50.0% 3 $254
High Note Wealth, LLC 0.00% New 2 $202
Oliver Lagore Vanvalin Investment Group 0.00% — 2 $178
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.