United Parcel Service Class BUPS

13F holders, Q3 2025 (September 30)
1,947holders −168
130new positions
277sold out
12famous investors
$83.58avg. 13F price*

At the end of Q3 2025, 1,947 institutions reported holding United Parcel Service Class B (UPS) in their 13F filings, down 168 from Q2 2025. 130 opened new positions and 277 sold out. The largest holders were Vanguard Group Inc. ($5.6B), BlackRock, Inc. ($4.0B) and State Street Corp. ($2.6B). 12 famous investors held it, including Bill Miller (2.7% of Miller Value Partners's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Jeremy Grantham (0.1% of GMO'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions130$285.6M
Exits277$707.4M

All 13F filers, Q2 2025 → Q3 2025: 29,594,953 shares bought and 48,542,456 shares sold, net −18,947,503 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,947 holders

Vanguard Group Inc. 0.08% Add +0.6% 67,277,988 $5.6B
BlackRock, Inc. 0.07% Reduce -3.9% 48,208,418 $4.0B
State Street Corp. 0.09% Add +0.9% 31,063,250 $2.6B
Charles Schwab Investment Management Inc. 0.35% Add +1.9% 26,286,634 $2.2B
FMR LLC 0.09% Add +25.2% 20,457,558 $1.7B
Geode Capital Management, LLC 0.09% Add +1.7% 16,913,838 $1.4B
Bank of America Corp. 0.07% Add +32.5% 11,462,160 $957.4M
Morgan Stanley 0.05% Add +10.5% 10,684,511 $892.5M
Victory Capital Management Inc. 0.39% Add +10.5% 7,991,490 $667.1M
UBS Group AG 0.12% Add +18.1% 7,514,800 $627.7M
Northern Trust Corp. 0.08% Reduce -4.7% 7,118,896 $594.6M
Invesco Ltd. 0.09% Add +17.3% 6,724,265 $561.7M
Dimensional Fund Advisors LP 0.09% Add +10.6% 5,072,282 $423.7M
Royal Bank of Canada 0.07% Add +5.4% 4,767,551 $398.2M
JPMorgan Chase & Co. 0.03% Reduce -51.0% 4,691,835 $391.9M
Bank of New York Mellon Corp 0.07% Reduce -2.2% 4,476,090 $373.9M
T. Rowe Price Associates Inc. 0.04% Reduce -15.5% 4,407,724 $368.2M
Goldman Sachs Group Inc. 0.05% Reduce -36.7% 4,318,497 $360.7M
Nordea Investment Management AB 0.31% Add +17.9% 4,243,806 $353.9M
Legal & General Group Plc 0.08% Add +2.3% 4,212,625 $351.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Reduce -21.2% 4,195,974 $350.5M
Arrowstreet Capital, Limited Partnership 0.21% Reduce -2.2% 3,996,418 $333.8M
Van Eck Associates Corp. 0.29% Add +20.4% 3,654,004 $305.2M
Deutsche Bank AG 0.08% Add +26.7% 2,961,155 $247.3M
First Trust Advisors LP 0.17% Add +12.6% 2,725,671 $227.7M
Raymond James Financial Inc. 0.07% Reduce -8.3% 2,526,633 $211.0M
Wells Fargo & Company 0.04% Reduce -21.1% 2,308,604 $192.8M
Primecap Management Co. 0.14% Reduce -1.5% 2,262,131 $189.0M
Stifel Financial Corp. 0.16% Add +0.7% 2,143,509 $179.0M
Swiss National Bank 0.10% Reduce -4.7% 2,115,100 $176.7M
Barclays PLC 0.06% Reduce -1.2% 2,034,689 $170.0M
Capital World Investors 0.02% Add +0.4% 1,936,339 $161.7M
National Pension Service 0.12% Add +2.1% 1,915,972 $160.0M
Sumitomo Mitsui Trust Group, Inc. 0.09% Add +0.5% 1,889,111 $157.8M
Amundi 0.05% Reduce -31.6% 1,821,208 $157.8M
AQR Capital Management 0.10% Reduce -18.0% 1,885,969 $157.5M
Manufacturers Life Insurance Company, The 0.13% Add +44.1% 1,879,472 $157.0M
Nuveen, LLC 0.04% Reduce -3.0% 1,816,786 $151.8M
FineMark National Bank & Trust 4.68% Add +0.0% 1,714,070 $143.2M
LPL Financial LLC 0.04% Reduce -0.9% 1,673,522 $139.8M
HSBC Holdings PLC 0.08% Reduce -15.2% 1,640,412 $136.7M
California Public Employees Retirement System 0.08% Reduce -4.4% 1,592,160 $133.0M
Allianz Asset Management GmbH 0.16% Add +10.5% 1,591,047 $132.9M
Artisan Partners Limited Partnership 0.18% Add +3.0% 1,503,367 $125.6M
Equity Investment Corp. 2.62% Add +32.7% 1,499,828 $125.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.09% Add +5.1% 1,470,790 $122.9M
American Century Companies Inc. 0.06% Reduce -46.0% 1,447,851 $120.9M
Ameriprise Financial Inc. 0.03% Reduce -19.6% 1,412,082 $118.0M
Cullen Capital Management, LLC 1.27% Add +5.4% 1,395,278 $116.5M
Jane Street Group, LLC 0.13% New 1,313,818 $109.7M
Rhumbline Advisers 0.08% Reduce -2.8% 1,263,714 $105.6M
Squarepoint Ops LLC 0.22% Reduce -34.7% 1,224,971 $102.3M
Swiss Life Asset Management Ltd 0.52% Add +2.5% 1,203,460 $100.5M
Healthcare of Ontario Pension Plan Trust Fund 0.18% Add +217.6% 1,141,137 $95.3M
Franklin Resources Inc. 0.02% Reduce -78.3% 1,116,623 $93.3M
Millennium Management 0.07% Add +61.2% 1,087,579 $90.8M
PNC Financial Services Group, Inc. 0.05% Reduce -4.6% 1,083,331 $90.5M
Empower Advisory Group, LLC 0.25% Reduce -6.3% 1,081,228 $90.3M
Spirepoint Private Client, LLC 9.04% Reduce -5.9% 1,029,510 $86.0M
Envestnet Asset Management Inc. 0.02% Reduce -21.7% 997,015 $83.3M
Crawford Investment Counsel Inc. 1.37% Reduce -3.0% 986,238 $82.4M
Maj Invest Holding A/S 2.81% Add +38.8% 986,154 $82.4M
Clifford Swan Investment Counsel LLC 2.71% Add +2.3% 976,357 $81.6M
D. E. Shaw & Co. 0.07% Reduce -19.9% 942,684 $78.7M
HighTower Advisors, LLC 0.09% Add +4.4% 932,120 $77.9M
Prudential Financial Inc. 0.09% Add +53.4% 912,651 $76.2M
DAVENPORT & Co LLC 0.40% Reduce -5.7% 894,313 $74.9M
Alliancebernstein L.P. 0.02% Reduce -5.0% 888,426 $74.2M
Bank of Montreal 0.03% Add +12.3% 883,483 $73.8M
California State Teachers Retirement System 0.08% Reduce -1.6% 883,092 $73.8M
Mariner, LLC 0.09% Reduce -2.0% 853,171 $71.3M
Merit Financial Group, LLC 0.64% Reduce -2.5% 838,845 $70.1M
Mirae Asset Global Investments Co., Ltd. 0.21% Add +4.2% 816,547 $68.2M
New York State Common Retirement Fund 0.09% Reduce -5.7% 799,732 $66.8M
Two Sigma Advisers, LP 0.13% Reduce -25.3% 790,600 $66.0M
Principal Financial Group Inc. 0.03% Reduce -0.7% 787,098 $65.7M
Accredited Investors Inc. 3.65% No change 783,700 $65.5M
Wealth Enhancement Advisory Services, LLC 0.10% Add +1.5% 739,030 $63.5M
BBR Partners, LLC 3.64% Add +0.0% 756,417 $63.2M
Citigroup Inc. 0.04% Reduce -8.9% 753,081 $62.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.10% Add +13.2% 732,850 $61.2M
Drexel Morgan & Co. 9.31% Add +129.1% 709,765 $59.3M
Thrivent Financial for Lutherans 0.12% Reduce -1.8% 709,764 $59.3M
Wellington Management Group LLP 0.01% Add +8.4% 694,043 $58.0M
Confluence Investment Management LLC 0.81% Add +1.5% 681,643 $56.9M
Commonwealth Equity Services, LLC 0.07% Add +0.4% 666,858 $55.7M
State Board of Administration of Florida Retirement System 0.10% Reduce -4.3% 652,084 $54.5M
Macquarie Group Ltd. 0.06% Add +2.8% 642,032 $53.6M
New York State Teachers Retirement System 0.10% Reduce -0.6% 627,811 $52.4M
Bank Julius Baer & Co. Ltd, Zurich 0.14% Add +3.5% 615,541 $51.4M
Qube Research & Technologies Ltd 0.07% Reduce -72.8% 602,173 $50.3M
CIBC Private Wealth Group LLC 0.08% Reduce -4.0% 592,746 $49.5M
Ensign Peak Advisors, Inc 0.08% Reduce -23.0% 582,123 $48.6M
BNP Paribas Financial Markets 0.04% Reduce -43.5% 581,317 $48.6M
Aviva PLC 0.09% Add +3.2% 565,877 $47.3M
Jones Financial Companies LLLP 0.03% Add +26.9% 556,703 $46.6M
Epoch Investment Partners, Inc. 0.26% Reduce -3.9% 556,549 $46.5M
Baird Financial Group, Inc. 0.07% Reduce -9.4% 553,071 $46.2M
Janney Montgomery Scott LLC 0.11% Reduce -5.0% 544,257 $45.5M
Renaissance Technologies 0.06% Add +5.7% 539,726 $45.1M
Pacer Advisors, Inc. 0.12% Reduce -87.9% 533,764 $44.6M
Citadel Advisors 0.04% Reduce -48.5% 528,233 $44.1M
Susquehanna International Group, LLP 0.06% Add +40.0% 519,229 $43.4M
CANADA LIFE ASSURANCE Co 0.06% Add +6.4% 508,263 $42.9M
Adage Capital Partners Gp, L.L.C. 0.07% Reduce -7.7% 513,800 $42.9M
Cetera Investment Advisers 0.05% Add +33.0% 504,549 $42.1M
Worldquant Millennium Advisors LLC 0.18% Add +2.1% 492,682 $41.2M
STRS Ohio 0.15% Add +29.8% 492,025 $41.1M
Aberdeen Group plc 0.06% Reduce -13.8% 470,034 $39.7M
US Bancorp \de 0.04% Reduce -19.9% 445,437 $37.2M
RNC Capital Management LLC 1.71% Reduce -0.9% 444,251 $37.1M
SG Americas Securities, LLC 0.14% Reduce -41.3% 438,132 $36.6M
Pictet Asset Management Holding SA 0.03% Add +0.3% 429,370 $35.9M
GMO 0.10% Add +17.1% 422,020 $35.3M
Annie E. Casey Foundation, Inc. 100.00% No change 421,036 $35.2M
Assenagon Asset Management S.A. 0.05% Reduce -73.0% 418,737 $35.0M
Nomura Asset Management Co. Ltd. 0.09% Reduce -9.4% 418,362 $34.9M
Caisse de depot et placement du Quebec 0.06% Add +7.8% 415,000 $34.7M
Old Republic International Corp. 1.27% No change 411,400 $34.4M
Cerity Partners LLC 0.06% Reduce -5.0% 407,996 $34.1M
State of Wisconsin Investment Board 0.08% Reduce -1.4% 401,339 $33.5M
Boston Trust Walden Corp 0.24% Reduce -21.3% 396,947 $33.2M
Osaic Holdings, Inc. 0.05% Add +63.1% 385,126 $33.0M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -3.0% 392,338 $32.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Add +12.9% 390,156 $32.6M
Manchester Capital Management LLC 4.33% Add +0.1% 381,658 $31.9M
Cacti Asset Management LLC 2.04% Add +0.6% 370,070 $31.0M
Russell Investments Group, Ltd. 0.04% Reduce -2.3% 368,899 $30.9M
Hollencrest Capital Management 1.11% Reduce -0.2% 369,002 $30.8M
Handelsbanken Fonder AB 0.10% Reduce -0.9% 363,649 $30.4M
TD Asset Management Inc 0.02% Add +0.7% 363,607 $30.4M
Massar Capital Management, LP 10.71% Add +659.6% 358,000 $29.9M
Vaughan David Investments LLC 0.64% Add +9.1% 357,429 $29.9M
Danske Bank A/S 0.07% Add +2.1% 351,377 $29.4M
Centric Wealth Management 6.43% Reduce -0.7% 299,774 $28.9M
Letko, Brosseau & Associates Inc. 0.49% Add +5429.7% 340,075 $28.4M
Swedbank AB 0.03% Add +4.2% 337,300 $28.2M
Royal London Asset Management Ltd. 0.06% Reduce -1.6% 334,021 $27.9M
Treasurer of the State of North Carolina 0.08% Reduce -3.8% 330,007 $27.6M
Andra AP-fonden 0.35% Reduce -2.3% 325,483 $27.2M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -3.2% 322,800 $27.0M
Asset Management One Co., Ltd. 0.08% Reduce -3.2% 320,253 $26.8M
Quadrature Capital Ltd 0.32% Add +306.1% 320,161 $26.7M
Truist Financial Corp. 0.04% Reduce -20.6% 319,443 $26.7M
National Bank of Canada 0.03% Reduce -50.8% 317,352 $26.5M
Alps Advisors Inc. 0.15% Add +14.4% 315,823 $26.4M
CFO4Life Group, LLC 3.79% Reduce -0.4% 312,084 $26.1M
Public Employees Retirement System of Ohio 0.08% Add +1.2% 308,750 $25.8M
Saturna Capital Corp. 0.33% Add +13.9% 305,525 $25.5M
Kestra Advisory Services, LLC 0.12% Add +31.9% 302,998 $25.3M
Toronto Dominion Bank 0.05% Reduce -2.6% 301,727 $25.2M
Masters Capital Management LLC 4.03% No change 300,000 $25.1M
Advisors Asset Management, Inc. 0.42% Add +11.1% 293,909 $24.6M
DNB Asset Management AS 0.09% Add +3.3% 290,096 $24.2M
Focus Partners Wealth 0.04% Reduce -5.7% 283,863 $23.8M
DekaBank Deutsche Girozentrale 0.04% No change 275,038 $23.3M
Voya Investment Management LLC 0.03% Reduce -46.4% 277,908 $23.2M
Mn Services Vermogensbeheer B.V. 0.15% Add +1.2% 277,399 $23.2M
Credit Agricole S A 0.08% — 276,061 $23.1M
Oppenheimer Asset Management Inc. 0.25% Reduce -0.5% 273,779 $22.9M
Marshall Wace, LLP 0.03% Reduce -67.5% 272,711 $22.8M
South Dakota Investment Council 0.44% Add +52.2% 270,150 $22.6M
Deprince Race & Zollo Inc. 0.44% Reduce -9.4% 264,191 $22.1M
KLP Kapitalforvaltning As 0.09% No change 263,293 $22.0M
Storebrand Asset Management As 0.06% Reduce -0.5% 261,944 $21.9M
Sei Investments Co. 0.02% Reduce -18.8% 256,403 $21.4M
IMC-Chicago, LLC 0.38% New 253,991 $21.2M
State of New Jersey Common Pension Fund D 0.08% Add +3.8% 253,718 $21.2M
Resona Asset Management Co.,Ltd. 0.10% Reduce -0.7% 248,242 $20.8M
Gotham Asset Management 0.09% Add +88.3% 246,238 $20.6M
Creative Planning 0.02% Reduce -4.5% 242,766 $20.3M
Guggenheim Capital LLC 0.15% Add +1.5% 233,983 $19.5M
Lansforsakringar Fondforvaltning AB (publ) 0.10% Add +3.8% 231,784 $19.4M
Willis Investment Counsel 1.04% Reduce -12.2% 228,731 $19.1M
Cambridge Investment Research Advisors, Inc. 0.05% Add +17.9% 228,007 $19.0M
Hancock Whitney Corp. 0.34% Add +19.7% 225,524 $18.8M
Quantinno Capital Management LP 0.05% Reduce -19.2% 224,000 $18.7M
Two Sigma Investments, LP 0.03% Add +38.1% 223,997 $18.7M
Capital CS Group, LLC 30.52% Reduce -5.5% 222,196 $18.6M
Fidelity National Financial, Inc. 0.48% No change 220,000 $18.4M
Nexus Investment Management ULC 2.58% Add +0.3% 217,966 $18.2M
CapWealth Advisors, LLC 1.63% Add +9.7% 216,227 $18.1M
Mercer Global Advisors Inc. 0.03% Add +134.0% 215,527 $18.0M
Arizona State Retirement System 0.10% Reduce -0.1% 214,274 $17.9M
Clarkston Capital Partners, LLC 0.38% Reduce -8.2% 211,940 $17.7M
State of Michigan Retirement System 0.08% Reduce -0.2% 211,414 $17.7M
KLCM Advisors, Inc. 1.73% Add +42.8% 208,088 $17.4M
Ossiam 0.22% Add +87.5% 206,705 $17.3M
TCW Group Inc. 0.14% Reduce -8.1% 205,370 $17.2M
Forsta Ap-Fonden 0.10% Add +28.1% 203,700 $17.0M
Rockefeller Capital Management L.P. 0.03% Reduce -5.4% 203,194 $17.0M
Cwm, LLC 0.05% Add +11.7% 199,048 $16.6M
Allworth Financial LP 0.07% Add +2.0% 192,752 $16.1M
First Foundation Advisors 0.59% Reduce -11.4% 192,555 $16.1M
Czech National Bank 0.11% Add +4.2% 186,940 $15.6M
Delta Asset Management LLC 1.32% Add +4.7% 186,779 $15.6M
Beacon Pointe Advisors, LLC 0.13% Add +127.9% 186,055 $15.5M
J.W. Cole Advisors, Inc. 0.30% Add +1.0% 184,589 $15.4M
NFJ Investment Group, LLC 0.53% Reduce -0.8% 184,042 $15.4M
Verity & Verity, LLC 1.23% Add +2.4% 183,928 $15.4M
Empowered Funds, LLC 0.15% Add +78.5% 182,845 $15.3M
MetLife Investment Management, LLC 0.07% Reduce -2.3% 182,589 $15.3M
Zacks Investment Management 0.12% Add +0.0% 180,869 $15.1M
Godsey & Gibb, Inc. 1.33% Add +11.8% 180,761 $15.1M
Comerica Bank 0.06% Reduce -7.7% 179,157 $15.0M
NewEdge Advisors, LLC 0.07% Add +47.3% 177,884 $14.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Reduce -1.8% 176,751 $14.8M
Lone Peak Global Investors LLC 2.54% Add +30.9% 175,860 $14.7M
Cantor Fitzgerald Investment Advisors L.P. 0.97% Add +1.6% 171,104 $14.3M
Sound Income Strategies, LLC 0.78% Add +8.2% 167,562 $14.3M
Measured Wealth Private Client Group, LLC 3.81% Reduce -0.0% 169,006 $14.1M
Waverly Advisors, LLC 0.14% Reduce -1.9% 168,805 $14.1M
AXA Investment Managers S.A. 0.04% — 168,741 $14.1M
Wilkins Investment Counsel Inc. 1.99% Add +0.4% 168,435 $14.1M
1832 Asset Management L.P. 0.02% Add +7.3% 165,537 $13.8M
Edgar Lomax Co. 1.08% Reduce -22.6% 165,225 $13.8M
Villere St Denis J & Co. LLC 1.36% Add +5.1% 165,152 $13.8M
Glenmede Investment Management, LP 0.06% Reduce -15.0% 160,507 $13.4M
Keybank National Association 0.05% Add +1.4% 160,273 $13.4M
Retirement Systems of Alabama 0.04% Reduce -0.3% 157,010 $13.1M
Tudor Investment Corporation 0.09% New 156,721 $13.1M
Obermeyer Wealth Partners 0.61% New 155,408 $13.0M
Connor, Clark & Lunn Investment Management Ltd. 0.04% New 154,506 $12.9M
Sanctuary Advisors, LLC 0.07% Add +4.4% 154,439 $12.9M
Nisa Investment Advisors, LLC 0.05% Reduce -8.5% 154,076 $12.9M
Townsend & Associates, Inc 1.22% New 148,265 $12.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +26.2% 153,015 $12.8M
KBC Group NV 0.03% Reduce -0.3% 150,667 $12.6M
Choreo, LLC 0.16% Reduce -0.4% 150,357 $12.6M
Skandinaviska Enskilda Banken AB (publ) 0.05% Reduce -5.5% 146,480 $12.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Reduce -62.6% 146,417 $12.2M
Ashton Thomas Private Wealth, LLC 0.31% Add +664.1% 142,268 $11.9M
Capital Investment Advisors, LLC 0.19% Reduce -10.1% 140,405 $11.7M
Coho Partners, Ltd. 1.50% Reduce -42.7% 140,383 $11.7M
Amalgamated Bank 0.08% Reduce -1.5% 139,962 $11.7M
Bank of Nova Scotia 0.02% Add +2.8% 139,532 $11.7M
Group One Trading LLC 0.35% Add +34.7% 139,184 $11.6M
State of Tennessee, Department of Treasury 0.04% Reduce -46.2% 138,413 $11.6M
Cibc World Market Inc. 0.02% Add +111.2% 137,376 $11.5M
Canada Pension Plan Investment Board 0.01% Reduce -50.8% 137,319 $11.5M
IFM Investors Pty Ltd 0.10% Add +1.1% 136,474 $11.4M
Haverford Trust Co 0.10% Reduce -39.4% 136,635 $11.4M
International Assets Investment Management, LLC 0.92% No change 109,120 $11.4M
Korea Investment CORP 0.02% Reduce -39.9% 135,020 $11.3M
M&T Bank Corp 0.04% Reduce -26.5% 133,877 $11.2M
Y-Intercept (Hong Kong) Ltd 0.27% Add +701.2% 133,739 $11.2M
Wedge Capital Management L L P 0.19% Add +25.8% 133,332 $11.1M
Badgley Phelps Wealth Managers, LLC 0.23% No change 131,519 $11.0M
D.A. Davidson & Co. 0.07% Reduce -21.6% 130,516 $10.9M
USS Investment Management Ltd 0.05% No change 128,911 $10.8M
ProShare Advisors LLC 0.02% Reduce -1.4% 127,336 $10.6M
Walleye Capital LLC 0.10% Add +6323.3% 127,309 $10.6M
Private Advisor Group, LLC 0.05% Add +15.2% 126,858 $10.6M
Stockman Wealth Management, Inc. 1.30% Add +10.8% 125,097 $10.4M
Bell Bank 0.45% Add +10.0% 124,617 $10.4M
Corient Private Wealth LP 0.02% Reduce -47.5% 123,365 $10.3M
Donald L. Hagan, LLC 5.04% Add +0.0% 123,014 $10.3M
Ilmarinen Mutual Pension Insurance Co 0.08% Add +59.7% 123,000 $10.3M
Isthmus Partners, LLC 1.21% Reduce -1.7% 122,948 $10.3M
Lee Danner & Bass Inc. 0.74% Add +95.5% 121,729 $10.2M
Utah Retirement Systems 0.10% Add +0.7% 121,192 $10.1M
Calamos Advisors LLC 0.06% No change 120,372 $10.1M
Easterly Investment Partners LLC 0.68% Add +91.0% 119,543 $10.0M
CIBC Asset Management Inc 0.03% Reduce -8.3% 118,732 $9.9M
Police & Firemen's Retirement System of New Jersey 0.08% Add +6.2% 118,129 $9.9M
State of Alaska, Department of Revenue 0.10% Add +28.9% 118,101 $9.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.24% Reduce -4.5% 117,338 $9.8M
Commerzbank Aktiengesellschaft 0.20% Add +21.8% 117,007 $9.8M
Modera Wealth Management, LLC 0.11% Reduce -6.9% 116,921 $9.8M
Robeco Institutional Asset Management B.V. 0.01% Reduce -23.9% 115,494 $9.6M
Marco Investment Management LLC 0.74% Add +0.8% 115,258 $9.6M
Daiwa Securities Group Inc. 0.03% Add +4.5% 114,947 $9.6M
Founders Capital Management, LLC 1.51% Add +3.1% 114,890 $9.6M
Natixis Advisors, LLC 0.01% Reduce -35.2% 114,836 $9.6M
Teacher Retirement System of Texas 0.04% Reduce -32.7% 113,255 $9.5M
MML Investors Services, LLC 0.03% Add +10.1% 113,177 $9.5M
Varma Mutual Pension Insurance Co 0.06% Add +9.0% 112,970 $9.4M
Vontobel Holding Ltd. 0.03% Add +18.3% 112,880 $9.4M
Peapack Gladstone Financial Corp. 0.12% Add +17.9% 112,402 $9.4M
Mutual Advisors, LLC 0.21% Add +52.3% 107,115 $9.3M
Midwest Trust Co 0.12% Reduce -3.0% 111,545 $9.3M
Mackenzie Financial Corp. 0.01% Add +27.2% 110,277 $9.2M
B&D White Capital Company, LLC 1.17% Add +1402.3% 109,667 $9.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Add +4.0% 109,545 $9.2M
New York Life Investment Management LLC 0.08% Reduce -2.3% 107,432 $9.0M
Mayar Capital Ltd. 13.99% No change 107,020 $8.9M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.60% Add +22.6% 106,646 $8.9M
Xponance LLC 0.07% Reduce -3.8% 106,157 $8.9M
Greatmark Investment Partners, Inc. 1.06% Reduce -1.6% 105,768 $8.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -8.6% 105,449 $8.8M
Quinn Opportunity Partners LLC 0.63% Add +940.0% 104,000 $8.7M
CIBC Bancorp USA Inc. 0.05% — 101,465 $8.5M
Yousif Capital Management, LLC 0.09% Reduce -3.9% 100,426 $8.4M
Mountain Hill Investment Partners Corp. 7.35% Add +1425.1% 100,414 $8.4M
Fullcircle Wealth LLC 2.93% Reduce -3.2% 89,272 $8.3M
Wealthfront Advisers LLC 0.02% Add +18.6% 98,676 $8.2M
Woodline Partners LP 0.04% Add +22.6% 97,276 $8.1M
Blair William & Co. 0.02% Reduce -20.9% 96,123 $8.0M
Tidal Investments LLC 0.03% Add +6.4% 96,121 $8.0M
Arax Advisory Partners 0.11% Add +642.3% 95,070 $7.9M
Stelac Advisory Services LLC 2.73% New 94,543 $7.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.05% No change 94,200 $7.9M
NEOS Investment Management LLC 0.06% Add +45.5% 94,194 $7.9M
Public Employees Retirement Association of Colorado 0.03% Reduce -1.8% 93,860 $7.8M
Walleye Trading LLC 0.13% Add +38.3% 93,622 $7.8M
ICICI Prudential Asset Management Co Ltd 0.83% Add +28.9% 93,600 $7.8M
NorthCoast Asset Management LLC 0.03% Add +56.4% 93,439 $7.8M
Steward Partners Investment Advisory, LLC 0.04% Add +50.4% 93,338 $7.8M
Southern Capital Advisors, LLC 3.64% Add +1.0% 93,063 $7.8M
Janus Henderson Group PLC 0.00% Add +6.5% 92,387 $7.7M
Nissay Asset Management Corp. /Japan 0.04% Add +1.1% 91,908 $7.7M
Stephens Inc. 0.10% Add +1.0% 91,247 $7.6M
Westshore Wealth, LLC 2.60% Reduce -0.2% 91,118 $7.6M
ASR Vermogensbeheer N.V. 0.09% Reduce -0.4% 90,939 $7.6M
Gilman Hill Asset Management, LLC 1.19% Add +2.2% 90,903 $7.6M
Loomis Sayles & Co. L P 0.01% Reduce -21.0% 90,354 $7.5M
Hengehold Capital Management LLC 0.64% Reduce -0.6% 89,751 $7.5M
Visionary Wealth Advisors 0.35% Add +25.7% 89,466 $7.5M
Orion Porfolio Solutions, LLC 0.06% Reduce -1.8% 88,426 $7.4M
Advocate Group LLC 1.21% Add +4.1% 88,374 $7.4M
Addenda Capital Inc. 0.22% Add +28.1% 88,067 $7.4M
VestGen Advisors, LLC 0.24% Add +15.1% 87,698 $7.3M
Schroder Investment Management Group 0.01% Reduce -11.3% 86,240 $7.3M
Clark & Stuart, Inc 5.21% Add +39.5% 87,172 $7.3M
Brown Advisory Inc. 0.01% Reduce -3.5% 87,125 $7.3M
Miller Value Partners 2.66% New 86,600 $7.2M
QRG Capital Management, Inc. 0.09% Reduce -12.8% 86,071 $7.2M
Cullen Investment Group, LTD. 0.94% Add +14.7% 82,314 $7.1M
Capital Management Corp. 1.12% Add +16.1% 85,161 $7.1M
Logan Capital Management Inc. 0.30% Add +24.3% 84,857 $7.1M
Sequoia Financial Advisors, LLC 0.04% Reduce -4.4% 84,579 $7.1M
Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 2.49% No change 84,574 $7.1M
&partners 0.05% Add +19.7% 84,471 $7.0M
Oregon Public Employees Retirement Fund 0.09% Add +32.8% 84,038 $7.0M
Martin Capital Partners, LLC 2.70% Add +49.4% 83,463 $7.0M
Steigerwald, Gordon & Koch Inc. 0.67% Reduce -21.4% 82,802 $6.9M
Mach-1 Financial Group, LLC 1.10% New 82,223 $6.9M
Integrity Advisory Solutions, LLC 1.10% — 82,223 $6.9M
Nomura Holdings Inc. 0.04% Add +191.9% 82,107 $6.9M
Moneta Group Investment Advisors LLC 0.05% Reduce -0.4% 81,512 $6.8M
Sowell Financial Services LLC 0.26% Add +0.2% 80,677 $6.7M
Assetmark, Inc. 0.01% Add +14.6% 80,419 $6.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -71.3% 80,117 $6.7M
Mutual of America Capital Management LLC 0.07% Reduce -5.2% 79,806 $6.7M
Oppenheimer & Co. Inc. 0.08% Add +14.7% 79,078 $6.6M
OP Asset Management Ltd 0.09% Add +3.0% 79,031 $6.6M
Regions Financial Corp. 0.04% Reduce -22.1% 78,817 $6.6M
World Investment Advisors 0.13% Add +260.4% 78,577 $6.6M
Scotia Capital Inc. 0.03% Reduce -30.1% 78,516 $6.6M
Heritage Investors Management Corp. 0.19% Reduce -1.0% 77,547 $6.5M
Snowden Capital Advisors LLC 0.18% Add +17.7% 77,185 $6.4M
Live Oak Private Wealth LLC 0.90% Add +13.6% 77,117 $6.4M
Eisler Capital Management Ltd. 0.14% Add +129.4% 76,217 $6.3M
United Capital Financial Advisors, LLC 0.05% Reduce -7.7% 75,948 $6.3M
Captrust Financial Advisors 0.01% Add +5.4% 75,351 $6.3M
Landscape Capital Management, L.L.C. 0.40% Add +32.5% 75,113 $6.3M
Pathstone Holdings, LLC 0.02% Reduce -4.0% 74,758 $6.2M
Rafferty Asset Management, LLC 0.02% Add +3.9% 74,621 $6.2M
Sage Capital Advisors,llc 1.47% Add +0.9% 74,244 $6.2M
Stonebridge Capital Advisors LLC 0.44% Reduce -5.6% 73,337 $6.1M
Avanza Fonder AB 0.16% Add +1.6% 73,238 $6.1M
Olstein Capital Management, L.P. 1.15% Add +23.7% 73,000 $6.1M
First Fiduciary Investment Counsel, Inc. 1.17% Reduce -9.5% 71,686 $6.0M
CX Institutional 0.18% Add +19.1% 71,657 $6.0M
Cullinan Associates Inc. 0.39% Reduce -1.1% 71,550 $6.0M
Intact Investment Management Inc. 0.18% Reduce -13.4% 71,300 $6.0M
Everett Harris & Co. 0.07% Reduce -5.4% 70,854 $5.9M
NewSquare Capital LLC 0.40% Add +4.6% 70,410 $5.9M
Cadence Bank 0.36% Reduce -4.1% 70,229 $5.9M
Florida Trust Wealth Management Co 0.17% Reduce -12.9% 69,584 $5.8M
Lido Advisors, LLC 0.02% Reduce -11.0% 69,023 $5.8M
Kiltearn Partners LLP 1.15% Add +7.5% 68,400 $5.7M
Allianz SE 0.12% Reduce -0.2% 67,936 $5.7M
United Advisor Group, LLC 0.76% Add +4.4% 67,236 $5.6M
Monte Financial Group, LLC 2.06% Add +24.7% 67,098 $5.6M
Fisher Asset Management 0.00% Reduce -10.0% 66,927 $5.6M
UniSuper Management Pty Ltd 0.03% Add +24.3% 65,200 $5.4M
First National Bank of Mount Dora, Trust Investment Services 1.20% Add +6.4% 65,132 $5.4M
Composition Wealth, LLC 0.08% Reduce -2.0% 64,506 $5.4M
Independent Advisor Alliance 0.14% Add +53.4% 64,297 $5.4M
Public Sector Pension Investment Board 0.02% Add +15.2% 64,290 $5.4M
Hi-Line Capital Management, LLC 1.66% Add +2.4% 62,955 $5.3M
Capstone Investment Advisors, LLC 0.06% Reduce -31.1% 62,550 $5.2M
Hennessy Advisors Inc. 0.18% Reduce -0.6% 62,200 $5.2M
Nwam LLC 0.28% Reduce -9.9% 59,560 $5.2M
Stonegate Investment Group, LLC 0.12% Reduce -6.6% 61,856 $5.2M
Qsemble Capital Management, LP 0.50% Reduce -16.2% 61,481 $5.1M
Ieq Capital, LLC 0.02% Reduce -41.7% 61,107 $5.1M
Wealthcare Advisory Partners LLC 0.11% Add +0.4% 60,856 $5.1M
Soltis Investment Advisors LLC 0.35% Add +45.1% 60,852 $5.1M
Romano Brothers and Company 0.58% Add +3.5% 60,260 $5.0M
Kestra Private Wealth Services, LLC 0.07% Add +8.5% 60,032 $5.0M
First Manhattan Co. Llc. 0.01% Reduce -11.5% 60,000 $5.0M
Ally Financial Inc. 0.62% No change 60,000 $5.0M
Elo Mutual Pension Insurance Co 0.08% Add +87.3% 59,933 $5.0M
Candriam S.C.A. 0.03% Reduce -4.0% 59,773 $5.0M
HighPoint Advisor Group LLC 0.24% Add +119.9% 59,644 $5.0M
B. Metzler seel. Sohn & Co. AG 0.04% Reduce -2.1% 59,470 $5.0M
FORA Capital, LLC 0.88% Add +135.2% 59,406 $5.0M
Intech Investment Management LLC 0.04% Reduce -31.8% 59,334 $5.0M
Northwest & Ethical Investments L.P. 0.12% Add +35.1% 59,294 $5.0M
Sigma Investment Counselors Inc. 0.26% No change 59,258 $4.9M
Ironwood Investment Counsel, LLC 0.71% Add +5.8% 58,604 $4.9M
Viking Fund Management LLC 0.59% Add +0.9% 58,500 $4.9M
Federation des caisses Desjardins du Quebec 0.02% Reduce -5.0% 58,390 $4.9M
Generali Asset Management SPA SGR 0.10% Reduce -21.8% 57,608 $4.8M
Sovereign's Capital Management, LLC 2.61% Add +215.3% 57,541 $4.8M
Glenview Trust Co 0.08% Reduce -1.4% 57,465 $4.8M
Teachers Retirement System of the State of Kentucky 0.04% No change 57,373 $4.8M
Cove Private Wealth, LLC 1.54% Add +807.8% 57,306 $4.8M
Cooper Financial Group 0.53% Add +0.1% 56,978 $4.8M
PFG Investments, LLC 0.24% Add +14.6% 56,432 $4.7M
Mizuho Securities USA LLC 0.10% Add +5.7% 53,609 $4.7M
Altrius Capital Management Inc 1.06% Add +27.7% 55,747 $4.7M
Tufton Capital Management 0.83% Reduce -1.4% 55,497 $4.6M
Concurrent Investment Advisors, LLC 0.08% Add +16.3% 55,064 $4.6M
Linscomb Wealth, Inc. 0.20% Add +5.3% 54,595 $4.6M
Level Four Advisory Services, LLC 0.16% Reduce -7.5% 54,419 $4.5M
Brown Brothers Harriman & Co. 0.03% Add +4.2% 54,416 $4.5M
Pinkerton Wealth, LLC 0.49% Add +34.5% 54,339 $4.5M
Vanguard Personalized Indexing Management, LLC 0.05% Reduce -27.5% 53,955 $4.5M
Advisory Services Network, LLC 0.07% Add +7.4% 53,811 $4.5M
Pinebridge Investments, L.P. 0.03% Reduce -62.9% 53,731 $4.5M
Grace & White Inc. 0.80% No change 53,690 $4.5M
Wealthedge Investment Advisors, LLC 1.69% Add +55.3% 53,403 $4.5M
O'shaughnessy Asset Management, LLC 0.03% Reduce -7.1% 53,248 $4.4M
AustralianSuper Pty Ltd 0.02% Reduce -31.9% 53,002 $4.4M
Stratos Wealth Partners, LTD. 0.05% Reduce -2.0% 52,586 $4.4M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -5.3% 52,337 $4.4M
GAM Holding AG 0.27% Reduce -1.6% 52,212 $4.4M
Morgan Dempsey Capital Management LLC 1.94% Add +14.1% 52,206 $4.4M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Add +1.0% 52,006 $4.3M
Townsquare Capital LLC 0.65% Add +14.9% 51,775 $4.3M
U.S. Capital Wealth Advisors, LLC 0.12% Reduce -42.7% 51,636 $4.3M
SteelPeak Wealth, LLC 0.14% Add +303.8% 51,288 $4.3M
Debussy Capital Management LP 0.60% Reduce -19.5% 50,836 $4.2M
Commonwealth Retirement Investments LLC 1.45% Add +8.4% 50,807 $4.2M
Birch Capital Management, LLC 2.15% Reduce -1.9% 50,390 $4.2M
Apollon Wealth Management, LLC 0.07% Add +12.4% 50,267 $4.2M
Bcwm, LLC 1.26% Add +4.3% 50,234 $4.2M
Kamunting Street Capital Management, L.P. 3.11% New 50,000 $4.2M
Arkfeld Wealth Strategies, L.L.C. 1.52% Add +10.2% 47,897 $4.2M
Integrated Wealth Concepts LLC 0.04% Reduce -7.5% 49,750 $4.2M
Tocqueville Asset Management L.P. 0.06% Add +1.8% 49,589 $4.1M
Skylands Capital, LLC 0.57% Add +2.3% 49,540 $4.1M
ExodusPoint Capital Management, LP 0.06% Reduce -35.6% 49,472 $4.1M
AE Wealth Management LLC 0.03% Reduce -0.7% 49,369 $4.1M
Intellus Advisors LLC 0.56% Add +0.0% 48,670 $4.1M
Prospera Financial Services Inc 0.07% Reduce -13.1% 48,633 $4.1M
Biondo Investment Advisors, LLC 0.51% New 48,510 $4.1M
SummitTX Capital, L.P. 0.17% Add +283.7% 48,473 $4.0M
Sompo Asset Management Co., Ltd. 0.69% Reduce -8.3% 47,922 $4.0M
Avantax Planning Partners, Inc. 0.11% Add +0.9% 47,869 $4.0M
Community Bank, N.A. 0.48% Reduce -2.0% 47,854 $4.0M
Armstrong Advisory Group, Inc. 0.28% Reduce -12.9% 47,566 $4.0M
Murphy Pohlad Asset Management LLC 1.56% Add +15.5% 47,502 $4.0M
Man Group plc 0.01% Reduce -84.4% 47,148 $3.9M
Keystone Financial Planning, Inc. 1.14% Reduce -0.3% 47,091 $3.9M
Wesbanco Bank Inc. 0.11% Reduce -18.4% 46,949 $3.9M
Mediolanum International Funds Ltd 0.04% Add +49.9% 46,234 $3.9M
Rowlandmiller & Partners.adv 0.77% Reduce -1.4% 46,737 $3.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +52.1% 46,754 $3.9M
Strategic Planning, Inc. 2.25% New 46,511 $3.9M
TCTC Holdings, LLC 0.11% Reduce -1.6% 46,117 $3.9M
Lathrop Investment Management Co. 0.71% Add +0.4% 46,094 $3.9M
Kentucky Retirement Systems 0.11% Reduce -1.4% 46,083 $3.8M
ARS Wealth Advisors Group, LLC 0.38% Add +8.4% 45,868 $3.8M
Koshinski Asset Management, Inc. 0.27% Reduce -3.5% 45,616 $3.8M
Kesler, Norman & Wride, LLC 0.74% Add +1376.4% 30,119 $3.8M
Leonteq Securities AG 0.20% Add +245.2% 45,199 $3.8M
Lynch & Associates 0.73% Reduce -16.1% 45,166 $3.8M
Iams Wealth Management, LLC 1.51% Add +7.7% 44,966 $3.8M
Boston Research & Management Inc. 0.83% Add +5.1% 44,936 $3.8M
MAI Capital Management 0.02% Add +9.2% 44,638 $3.7M
Palouse Capital Management, Inc. 2.37% Add +34.7% 43,912 $3.7M
San Luis Wealth Advisors LLC 0.66% Add +36.9% 43,747 $3.7M
First National Bank of Omaha 0.23% Reduce -2.7% 43,747 $3.7M
Alberta Investment Management Corp 0.03% No change 43,700 $3.7M
Welch & Forbes LLC 0.04% Reduce -14.3% 43,520 $3.6M
Waterfront Wealth Inc. 0.74% Add +1.5% 41,670 $3.6M
Pine Valley Investments Ltd Liability Co 0.19% Add +15.9% 43,299 $3.6M
Abn Amro Investment Solutions 0.07% Reduce -32.3% 43,265 $3.6M
Northwest Bancshares, Inc. 0.60% Add +20.3% 43,242 $3.6M
Engineers Gate Manager LP 0.04% Reduce -79.7% 43,182 $3.6M
Norinchukin Bank, The 0.05% Add +3.2% 43,130 $3.6M
Exchange Traded Concepts, LLC 0.03% Add +3510.7% 43,075 $3.6M
Hartford Investment Management Co. 0.11% Reduce -2.8% 42,974 $3.6M
Inspire Advisors, LLC 0.34% Add +8.1% 42,472 $3.5M
WINTON GROUP Ltd 0.13% Add +422.3% 42,440 $3.5M
Woodstock Corp. 0.31% Reduce -7.8% 42,432 $3.5M
Catherine Avery Investment Management LLC 2.28% Add +69.1% 42,371 $3.5M
Crossmark Global Holdings, Inc. 0.05% Add +11.9% 42,269 $3.5M
Naples Global Advisors, LLC 0.27% Reduce -10.7% 42,107 $3.5M
Bridge Creek Capital Management LLC 0.98% Add +3.7% 42,030 $3.5M
Maverick Capital 0.05% Add +97.1% 42,005 $3.5M
HB Wealth Management, LLC 0.02% Add +3.3% 41,733 $3.5M
Kornitzer Capital Management Inc. 0.07% Reduce -32.3% 41,624 $3.5M
Highland Capital Management, LLC 0.17% Reduce -1.7% 41,481 $3.5M
Builder Investment Group Inc. 0.77% Reduce -0.4% 40,868 $3.4M
Aquatic Capital Management LLC 0.06% New 40,865 $3.4M
Gilbert & Cook, Inc. 0.44% Reduce -0.9% 40,800 $3.4M
Cornerstone Advisors, LLC 0.11% Reduce -8.1% 40,800 $3.4M
Hourglass Capital, LLC 0.75% Add +3.6% 40,235 $3.4M
HRT Financial LP 0.01% Reduce -72.0% 40,176 $3.4M
Inspire Trust Co, N.A. 0.61% Add +11.1% 40,000 $3.3M
Benjamin Edwards Inc. 0.04% Reduce -0.2% 39,755 $3.3M
Adams Asset Advisors, LLC 0.43% Reduce -23.6% 39,333 $3.3M
Signaturefd, LLC 0.05% Reduce -14.4% 39,250 $3.3M
Capital Investment Advisory Services, LLC 0.26% Reduce -14.0% 39,218 $3.3M
Canada Post Corp Registered Pension Plan 0.14% Add +217.0% 38,563 $3.3M
Fairview Capital Investment Management, LLC 0.17% Reduce -30.1% 38,994 $3.3M
Country Club Bank 0.19% Reduce -45.7% 38,362 $3.2M
IFP Advisors, Inc 0.08% Add +29.0% 38,674 $3.2M
Louisiana State Employees Retirement System 0.05% Reduce -0.3% 38,600 $3.2M
Synovus Financial Corp. 0.04% Reduce -39.1% 38,498 $3.2M
Quantbot Technologies LP 0.09% Add +45.6% 38,126 $3.2M
Eliot Finkel Investment Counsel, LLC 1.91% Reduce -5.0% 38,015 $3.2M
Associated Banc-Corp 0.08% Reduce -19.1% 37,710 $3.1M
Columbia Asset Management 0.59% Reduce -12.2% 37,698 $3.1M
Agf Management Ltd. 0.01% Add +20.3% 37,645 $3.1M
Verdence Capital Advisors LLC 0.18% Add +3.2% 35,134 $3.1M
Jump Financial, LLC 0.04% Add +46.0% 37,220 $3.1M
Venture Visionary Partners LLC 0.11% Reduce -23.2% 37,219 $3.1M
Providence Capital Advisors, LLC 0.53% Add +3.1% 36,934 $3.1M
HBK Sorce Advisory LLC 0.08% Reduce -6.2% 36,558 $3.1M
Gulf International Bank (UK) Ltd 0.10% Reduce -1.8% 36,661 $3.1M
Econ Financial Services Corp 1.52% Add +118.5% 36,578 $3.1M
Capital Investment Counsel, Inc 0.37% Reduce -2.0% 36,305 $3.0M
Atria Investments, Inc 0.03% Reduce -29.5% 36,265 $3.0M
Lowe Brockenbrough & Co. Inc. 0.16% Add +0.1% 36,132 $3.0M
Maryland State Retirement & Pension System 0.06% Add +1.2% 36,095 $3.0M
Truvestments Capital LLC 0.54% Reduce -0.9% 35,984 $3.0M
Dupree Financial Group, LLC 1.16% New 35,740 $3.0M
Verition Fund Management LLC 0.02% Reduce -39.4% 35,644 $3.0M
JB Capital LLC 0.13% Add +16.0% 35,633 $3.0M
Summit Financial, LLC 0.05% Add +31.6% 35,558 $3.0M
Securian Asset Management, Inc. 0.08% Reduce -7.2% 35,535 $3.0M
Mather Group, Llc. 0.03% Add +19.1% 35,208 $2.9M
Advisory Alpha, LLC 0.08% Reduce -6.2% 34,114 $2.9M
Focus Partners Advisor Solutions, LLC 0.03% Add +64.6% 32,919 $2.9M
Perigon Wealth Management, LLC 0.06% Add +15.9% 34,702 $2.9M
Morton Community Bank 0.67% Add +11.0% 29,977 $2.9M
Bank of New Hampshire 0.67% No change 34,592 $2.9M
Anchor Investment Management, LLC 0.24% Reduce -8.6% 34,585 $2.9M
Ancora Advisors LLC 0.06% Add +57.9% 34,522 $2.9M
Investment Management Corp of Ontario 0.04% Add +91.5% 34,421 $2.9M
Penn Davis McFarland Inc. 0.30% Reduce -11.2% 34,272 $2.9M
EagleClaw Capital Managment, LLC 0.40% Add +7.9% 34,266 $2.9M
Savant Capital, LLC 0.02% Reduce -8.9% 34,250 $2.9M
Keating Investment Counselors Inc. 0.82% Add +52.1% 34,235 $2.9M
AG2R La Mondiale Gestion D'actifs 0.15% No change 28,256 $2.9M
Park Avenue Securities LLC 0.02% Reduce -10.0% 34,010 $2.8M
Employees Retirement System of Texas 0.03% No change 33,944 $2.8M
PDS Planning, Inc 0.20% Reduce -2.7% 33,847 $2.8M
Summit Trail Advisors, LLC 0.04% Reduce -4.6% 33,830 $2.8M
Am Investment Strategies LLC 0.61% Add +56.7% 33,814 $2.8M
NorthRock Partners, LLC 0.05% Add +87.2% 33,758 $2.8M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -50.4% 33,509 $2.8M
Guyasuta Investment Advisors Inc. 0.16% Reduce -17.6% 33,277 $2.8M
Vident Advisory, LLC 0.03% Add +14.4% 33,188 $2.8M
New Mexico Educational Retirement Board 0.09% Reduce -2.9% 33,162 $2.8M
Lonestar Capital Management LLC 1.92% New 33,000 $2.8M
First National Trust Co 0.09% Reduce -19.3% 32,745 $2.7M
Arkadios Wealth Advisors 0.07% Add +12.1% 32,630 $2.7M
Iowa State Bank 0.51% Reduce -33.5% 32,378 $2.7M
Rench Wealth Management, Inc. 0.79% Reduce -1.8% 32,325 $2.7M
XML Financial, LLC 0.22% Reduce -15.2% 32,274 $2.7M
Texas Yale Capital Corp. 0.08% Reduce -18.5% 32,178 $2.7M
Gladstone Institutional Advisory LLC 0.10% Reduce -0.0% 32,121 $2.7M
Hillman Capital Management, Inc. 1.55% New 31,884 $2.7M
Total Clarity Wealth Management, Inc. 0.71% Add +64.4% 31,863 $2.7M
E. Ohman J:or Asset Management AB 0.06% No change 31,514 $2.6M
Butensky & Cohen Financial Security, Inc. 0.73% Reduce -2.8% 31,504 $2.6M
Hussman Strategic Advisors, Inc. 0.57% New 31,500 $2.6M
Canandaigua National Bank & Trust Co. 0.23% Add +51.1% 31,450 $2.6M
Rodgers Brothers Inc. 0.32% Reduce -8.0% 31,323 $2.6M
Tower Bridge Advisors 0.26% Reduce -4.7% 31,311 $2.6M
Waters Parkerson & Co., LLC 0.13% Reduce -65.1% 31,286 $2.6M
Fisher Funds Management LTD 0.07% No change 31,258 $2.6M
Benin Management CORP 0.62% Reduce -5.3% 31,135 $2.6M
Collar Capital Management, LLC 1.83% Add +25.0% 31,096 $2.6M
Bulltick Wealth Management, LLC 0.61% New 31,000 $2.6M
Siemens Fonds Invest GmbH 0.14% Reduce -17.3% 30,886 $2.6M
Allspring Global Investments Holdings, LLC 0.00% Reduce -6.4% 30,538 $2.6M
Resources Management Corp. /CT/ 0.33% Reduce -26.3% 30,819 $2.6M
Neuberger Berman Group LLC 0.00% Reduce -42.1% 30,808 $2.6M
William Allan Corp 1.44% Add +14.3% 30,771 $2.6M
Baker Avenue Asset Management, LP 0.06% Reduce -0.4% 30,769 $2.6M
Redmond Asset Management, LLC 0.63% Reduce -2.9% 30,721 $2.6M
Stolper Co 0.76% Add +0.0% 30,139 $2.5M
Cohen Investment Advisors LLC 1.22% Add +14.2% 30,024 $2.5M
KMG Fiduciary Partners, LLC 0.17% Add +14.6% 29,986 $2.5M
Daiichi Life Insurance Co., Ltd. 0.06% Add +20.4% 29,932 $2.5M
Achmea Investment Management B.V. 0.03% No change 29,665 $2.5M
Monarch Capital Management Inc. 0.60% Reduce -0.8% 29,532 $2.5M
Miller Financial Services LLC 2.84% Add +28.9% 29,444 $2.5M
Signature Wealth Management Group 0.94% Add +1.8% 29,019 $2.4M
Commerce Bank 0.01% Reduce -5.6% 28,957 $2.4M
Jacobi Capital Management LLC 0.15% Add +14.0% 28,647 $2.4M
Quantitative Investment Management, LLC 0.33% Add +884.0% 28,615 $2.4M
CreativeOne Wealth, LLC 0.06% Add +4.3% 28,587 $2.4M
Delta Global Management LP 0.17% Add +10.8% 28,584 $2.4M
Borer Denton & Associates, Inc. 0.79% Reduce -4.5% 28,528 $2.4M
First Pacific Financial 0.33% Add +12.4% 28,230 $2.4M
Bar Harbor Wealth Management 0.14% Reduce -22.0% 28,024 $2.3M
Cladis Investment Advisory, LLC 1.34% Add +42.6% 27,936 $2.3M
Chiron Capital Management, LLC 1.99% Add +11.6% 27,831 $2.3M
GM Advisory Group, LLC 0.10% Add +40.9% 27,581 $2.3M
Stanley-Laman Group, Ltd. 0.33% Add +15.9% 27,442 $2.3M
Argyle Capital Management, LLC 0.79% No change 27,405 $2.3M
Hilltop Holdings Inc. 0.12% Reduce -6.9% 27,398 $2.3M
Inspire Investing, LLC 0.22% Add +1.2% 27,351 $2.3M
Blueshift Asset Management, LLC 0.70% Add +4.7% 27,262 $2.3M
Wbi Investments, LLC 0.58% Reduce -23.3% 27,251 $2.3M
CMG Global Holdings, LLC 1.11% Reduce -6.5% 27,035 $2.3M
Old Second National Bank of Aurora 0.47% Reduce -0.2% 27,191 $2.3M
United Asset Strategies, Inc. 0.18% Add +0.1% 27,165 $2.3M
KCM Investment Advisors LLC 0.07% Reduce -52.1% 27,079 $2.3M
Bokf, NA 0.03% Add +0.9% 27,055 $2.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.02% Reduce -4.3% 26,941 $2.3M
HF Advisory Group, LLC 0.83% Add +28.8% 26,915 $2.2M
Griffin Asset Management, Inc. 0.25% Add +9.7% 26,909 $2.2M
Motco 0.20% Add +1.2% 26,814 $2.2M
Cohen Klingenstein LLC 0.07% Reduce -2.1% 26,741 $2.2M
TD Waterhouse Canada Inc. 0.01% Reduce -9.8% 26,364 $2.2M
Opus Investment Management Inc. 1.38% No change 26,600 $2.2M
Ethic Inc. 0.04% Reduce -19.8% 26,574 $2.2M
Ables, Iannone, Moore & Associates, Inc. 1.27% Add +28.8% 26,539 $2.2M
Oak Thistle LLC 0.34% New 26,441 $2.2M
Nicholas Hoffman & Company, LLC. 0.05% Add +7.0% 26,365 $2.2M
Independence Asset Advisors, LLC 0.93% No change 26,231 $2.2M
Harvest Portfolios Group Inc. 0.04% Add +32.5% 26,090 $2.2M
Bourne Lent Asset Management Inc. 0.77% Reduce -4.3% 26,083 $2.2M
OMERS ADMINISTRATION Corp 0.02% No change 26,064 $2.2M
Leelyn Smith, LLC 0.33% Add +12.0% 26,058 $2.2M
Allstate Corp. 0.05% New 25,978 $2.2M
Natural Investments, LLC 0.54% Reduce -0.5% 25,885 $2.2M
APG Asset Management N.V. 0.01% Reduce -54.9% 30,212 $2.1M
First Citizens Bank & Trust Co. 0.05% Reduce -13.6% 25,684 $2.1M
Capital Square, LLC 1.09% Add +30.8% 25,677 $2.1M
Laurel Wealth Advisors LLC 0.30% Add +3.5% 25,670 $2.1M
Empirical Finance, LLC 0.10% Add +1.0% 25,532 $2.1M
Advisors Capital Management, LLC 0.03% Reduce -4.1% 25,522 $2.1M
Kingsview Wealth Management, LLC 0.03% Reduce -34.1% 25,480 $2.1M
Cypress Wealth Services, LLC 0.35% Add +0.1% 25,396 $2.1M
Valeo Financial Advisors, LLC 0.05% Reduce -8.9% 25,300 $2.1M
Mairs & Power Inc. 0.02% Reduce -40.3% 25,275 $2.1M
Fifth Third Bancorp 0.01% Reduce -63.8% 25,198 $2.1M
Horrell Capital Management, Inc. 0.89% Reduce -8.2% 25,182 $2.1M
Perkins Coie Trust Co 0.40% Add +15.7% 25,165 $2.1M
Principal Securities, Inc. 0.03% Add +5.9% 25,107 $2.1M
Sawyer & Company, Inc 0.79% Add +39.3% 20,778 $2.1M
Norris Financial Group, LLC 0.76% Add +40.4% 25,066 $2.1M
DKRT Investments Corp. 0.50% No change 25,000 $2.1M
Shellback Capital, LP 0.13% New 25,000 $2.1M
Metis Global Partners, LLC 0.05% Reduce -5.3% 24,926 $2.1M
Cardinal Capital Management 0.29% Add +2.5% 24,799 $2.1M
Brookmont Capital Management 1.15% Reduce -3.6% 24,716 $2.1M
Beacon Financial Group 0.20% Reduce -3.9% 24,617 $2.1M
Farther Finance Advisors, LLC 0.03% Add +71.6% 24,609 $2.1M
PEAK6 LLC 0.05% Add +633.1% 24,508 $2.0M
Pavion Blue Capital, LLC 0.86% Add +1.2% 24,163 $2.0M
Moss Adams Wealth Advisors LLC 0.16% Reduce -7.2% 24,146 $2.0M
Schonfeld Strategic Advisors LLC 0.01% Reduce -89.7% 24,128 $2.0M
Brookstone Capital Management 0.02% Reduce -81.7% 24,092 $2.0M
Morningstar Investment Management LLC 0.07% Add +190.2% 24,046 $2.0M
Independent Investors Inc. 0.39% Reduce -2.5% 24,028 $2.0M
Farmers & Merchants Investments Inc. 0.06% Reduce -8.0% 23,982 $2.0M
Van Den Berg Management I, Inc. 0.50% New 23,740 $2.0M
Dynamic Advisor Solutions LLC 0.06% Add +17.0% 23,713 $2.0M
RiverFront Investment Group, LLC 0.03% Add +240.9% 23,659 $2.0M
Klingenstein Fields & Co. LP 0.07% Reduce -10.8% 23,626 $2.0M
Measured Risk Portfolios, Inc. 2.12% Add +3.0% 23,491 $2.0M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.2% 23,459 $2.0M
Te Ahumairangi Investment Management Ltd 0.33% Add +22.8% 23,186 $1.9M
Tokio Marine Asset Management Co. Ltd. 0.07% Add +3.9% 23,049 $1.9M
Portside Wealth Group, LLC 0.27% Add +19.9% 22,894 $1.9M
Tilson Financial Group, Inc. 0.63% Reduce -0.0% 22,887 $1.9M
Royal Fund Management, LLC 0.23% Add +9.0% 22,814 $1.9M
Telos Capital Management, Inc. 0.18% Reduce -75.7% 22,765 $1.9M
BLVD Private Wealth, LLC 1.63% Add +55.3% 22,765 $1.9M
OneDigital Investment Advisors LLC 0.02% Reduce -17.6% 22,683 $1.9M
Vision Capital Management, Inc. 0.23% Reduce -15.5% 22,598 $1.9M
Woodley Farra Manion Portfolio Management Inc. 0.09% Reduce -2.8% 22,481 $1.9M
Peloton Wealth Strategists 0.76% Add +16.9% 22,471 $1.9M
Bleakley Financial Group, LLC 0.04% Reduce -17.3% 22,424 $1.9M
Equitable Holdings, Inc. 0.01% Add +16.8% 22,277 $1.9M
Huntington National Bank 0.02% Reduce -32.0% 22,271 $1.9M
Brevan Howard Capital Management LP 0.03% Reduce -66.2% 22,190 $1.9M
One Capital Management, LLC 0.06% Reduce -2.6% 22,177 $1.9M
Sovereign Financial Group, Inc. 0.34% Add +0.3% 22,042 $1.8M
Moors & Cabot, Inc. 0.08% Add +13.1% 21,994 $1.8M
Graham Capital Management, L.P. 0.10% New 21,980 $1.8M
Horizon Investments, LLC 0.02% Reduce -75.2% 21,922 $1.8M
Washington Trust Advisors, Inc. 0.14% Add +0.1% 21,915 $1.8M
ProVise Management Group, LLC 0.13% Add +2.4% 21,841 $1.8M
Investment Research Partners LLC 0.82% — 18,612 $1.8M
Ascent Group, LLC 0.06% Reduce -38.6% 21,573 $1.8M
Americana Partners, LLC 0.05% Reduce -4.6% 21,557 $1.8M
Kingswood Wealth Advisors, LLC 0.11% Add +19.8% 21,525 $1.8M
Syntax Research, Inc. 1.15% Add +230.2% 21,473 $1.8M
Cullen/Frost Bankers, Inc. 0.02% Reduce -6.4% 21,427 $1.8M
Inlet Private Wealth, LLC 0.40% Reduce -33.0% 21,418 $1.8M
Bonness Enterprises Inc. 0.58% No change 21,150 $1.8M
Teamwork Financial Advisors, LLC 0.19% Add +35.4% 21,059 $1.8M
QTR Family Wealth, LLC 0.83% Reduce -2.7% 20,975 $1.8M
Independence Bank of Kentucky 0.22% Reduce -5.1% 20,654 $1.7M
Banco Santander, S.A. 0.02% Add +34.2% 20,651 $1.7M
Edgemoor Investment Advisors, Inc. 0.13% Add +236.8% 20,592 $1.7M
Miller Howard Investments Inc. 0.05% Reduce -8.6% 20,590 $1.7M
Caprock Group, LLC 0.04% — 19,138 $1.7M
Pinnacle Associates Ltd. 0.02% Reduce -22.3% 20,460 $1.7M
Koss-Olinger Consulting, LLC 0.14% Reduce -0.1% 16,829 $1.7M
Whittier Trust Co. 0.02% Reduce -4.3% 19,463 $1.7M
Wedbush Securities Inc. 0.06% Add +11.3% 20,193 $1.7M
Foundations Investment Advisors, LLC 0.02% Add +3.6% 20,125 $1.7M
Wahed Invest LLC 0.23% Add +0.6% 20,080 $1.7M
Mitchell & Pahl Private Wealth, LLC 0.70% Add +5.4% 20,040 $1.7M
Advanced Asset Management Advisors Inc 0.45% No change 20,000 $1.7M
Jensen Investment Management Inc. 0.02% Reduce -8.4% 20,000 $1.7M
FLC Capital Advisors 0.32% Add +44.6% 19,976 $1.7M
Mufg Securities Americas Inc. 0.11% Add +22.1% 19,848 $1.7M
Lombard Odier Asset Management (Switzerland) SA 0.08% Reduce -18.1% 19,769 $1.7M
McAdam, LLC 0.08% Add +273.5% 19,735 $1.6M
Fortis Group Advisors, LLC 0.28% Add +6694.0% 16,985 $1.6M
Searle & Co. 0.43% Add +5.4% 19,495 $1.6M
Exencial Wealth Advisors, LLC 0.05% Add +3.8% 19,475 $1.6M
HBW Advisory Services LLC 0.18% Add +668.1% 19,402 $1.6M
Rehmann Capital Advisory Group 0.09% Add +4.5% 19,371 $1.6M
Janney Capital Management LLC 0.10% Reduce -80.7% 19,353 $1.6M
Harvest Investment Services, LLC 0.33% Reduce -5.3% 19,344 $1.6M
Schulhoff & Co. Inc. 0.69% Reduce -2.6% 19,329 $1.6M
Kentucky Retirement Systems Insurance Trust Fund 0.11% Reduce -2.6% 19,316 $1.6M
Mizuho Markets Cayman LP 0.14% New 19,308 $1.6M
Banque Cantonale Vaudoise 0.06% Add +10.4% 19,182 $1.6M
Compound Planning, Inc. 0.05% Add +0.8% 19,155 $1.6M
Prudential PLC 0.01% Add +37.4% 19,141 $1.6M
XTX Topco Ltd 0.08% Add +221.3% 19,129 $1.6M
Dynamic Technology Lab Private Ltd 0.27% Add +323.3% 19,124 $1.6M
Cordgrass Capital Advisors, LLC 0.39% Reduce -1.9% 19,117 $1.6M
V-Square Quantitative Management LLC 0.27% Add +14.6% 18,986 $1.6M
Long Run Wealth Advisors, LLC 0.31% Add +27.0% 18,944 $1.6M
Pure Financial Advisors, LLC 0.03% Reduce -8.9% 18,930 $1.6M
Flavin Financial Services, Inc. 1.11% Add +54.6% 18,779 $1.6M
Sigma Planning Corp 0.04% Reduce -0.9% 18,690 $1.6M
RFG Advisory, LLC 0.03% Reduce -40.5% 18,688 $1.6M
Steel Grove Capital Advisors, LLC 0.19% No change 15,412 $1.6M
Atlantic Union Bankshares Corp 0.03% Reduce -1.9% 18,604 $1.6M
McDaniel Terry & Co. 0.12% Reduce -1.8% 18,545 $1.5M
Groupe la Francaise 0.02% Add +18.3% 18,920 $1.5M
Marathon Trading Investment Management LLC 0.66% New 18,400 $1.5M
Arnhold LLC 0.13% No change 18,370 $1.5M
PYA Waltman Capital, LLC 0.41% Reduce -38.6% 18,363 $1.5M
Cowa, LLC 0.54% Add +108.0% 18,272 $1.5M
Geneos Wealth Management Inc. 0.04% Add +6.1% 18,247 $1.5M
Summit Securities Group LLC 0.50% Add +51.2% 18,170 $1.5M
Cyndeo Wealth Partners, LLC 0.08% Reduce -4.9% 18,007 $1.5M
Arbor Capital Management Inc. 1.21% New 17,696 $1.5M
Aspire Private Capital, LLC 0.33% Reduce -0.4% 17,972 $1.5M
Krilogy Financial LLC 0.06% New 16,133 $1.5M
Marion Wealth Management 0.35% No change 17,896 $1.5M
Independent Financial Group, LLC 0.04% Reduce -11.8% 17,664 $1.5M
Sculati Wealth Management, LLC 0.52% Reduce -0.5% 17,619 $1.5M
Orca Investment Management, LLC 1.20% Reduce -1.9% 17,609 $1.5M
Alphadyne Asset Management LP 0.99% New 17,609 $1.5M
CFC Planning Co LLC 1.23% Add +6.3% 17,585 $1.5M
Boomfish Wealth Group, LLC 0.79% Add +0.3% 17,581 $1.5M
Old Port Advisors 0.37% Reduce -10.0% 17,544 $1.5M
Beacon Investment Advisors LLC 0.60% Add +1.7% 17,523 $1.5M
Clearstead Advisors, LLC 0.02% Reduce -33.2% 17,517 $1.5M
Manske Wealth Management 0.45% Add +145.3% 17,514 $1.5M
NewEdge Wealth, LLC 0.02% Add +72.5% 15,742 $1.5M
Pallas Capital Advisors LLC 0.05% Reduce -12.3% 17,467 $1.5M
Mgo One Seven LLC 0.03% Add +62.9% 17,397 $1.5M
Culbertson A N & Co. Inc. 0.21% Add +15.9% 17,372 $1.5M
Caption Management, LLC 0.09% No change 17,340 $1.4M
Bristlecone Advisors, LLC 0.12% Reduce -19.0% 17,313 $1.4M
Glass Wealth Management Co LLC 0.64% Reduce -2.2% 17,280 $1.4M
Sky Investment Group LLC 0.25% Reduce -41.7% 17,244 $1.4M
Daymark Wealth Partners, LLC 0.05% Add +7.1% 17,090 $1.4M
Towne Trust Company, N.A 0.46% Reduce -12.7% 17,061 $1.4M
Parallel Advisors, LLC 0.03% Reduce -13.2% 17,015 $1.4M
Vaughan Nelson Investment Management, L.P. 0.01% No change 16,940 $1.4M
North Star Investment Management Corp. 0.09% Reduce -42.9% 16,897 $1.4M
Lantz Financial LLC 0.31% Reduce -8.4% 16,864 $1.4M
Trust Co. of Vermont 0.06% Reduce -6.4% 16,805 $1.4M
DHJJ Financial Advisors, Ltd. 0.48% Add +0.0% 16,785 $1.4M
LongView Wealth Management 0.38% Reduce -37.0% 16,696 $1.4M
Strengthening Families & Communities, LLC 0.31% Add +2045.8% 16,244 $1.4M
HAP Trading, LLC 0.38% — 16,598 $1.4M
Argent Trust Co 0.05% Reduce -18.6% 16,572 $1.4M
Argent Advisors, Inc. 0.41% Add +2.2% 16,553 $1.4M
Brighton Jones LLC 0.03% Reduce -7.7% 16,535 $1.4M
Fox Run Management, L.L.C. 0.22% Add +220.5% 16,519 $1.4M
Ausdal Financial Partners, Inc. 0.07% Add +247.2% 16,499 $1.4M
Colonial Trust Co / SC 0.19% Reduce -28.4% 16,486 $1.4M
NBT Bank, N.A. 0.09% Reduce -0.8% 16,444 $1.4M
GHP Investment Advisors, Inc. 0.06% Reduce -7.9% 16,347 $1.4M
Ted Buchan & Co 0.53% Add +26.5% 16,289 $1.4M
Cherokee Insurance Co 0.58% Add +10.2% 16,250 $1.4M
Woodmont Investment Counsel LLC 0.09% Reduce -38.0% 16,244 $1.4M
Cornerstone Wealth Management, LLC 0.07% Add +9.5% 16,225 $1.4M
Zullo Investment Group, Inc. 0.50% Reduce -3.9% 16,221 $1.4M
TrueMark Investments, LLC 0.23% Add +7.6% 16,177 $1.4M
Ceera Investments, LLC 0.42% Add +2.4% 16,164 $1.4M
Evercore Wealth Management, LLC 0.02% Reduce -27.7% 16,120 $1.3M
Generali Investments CEE, investicni spolecnost, a.s. 0.10% No change 16,000 $1.3M
LBP Am SA 0.02% Reduce -1.7% 15,994 $1.3M
Clear Creek Financial Management, LLC 0.12% Add +7.6% 15,926 $1.3M
Hantz Financial Services, Inc. 0.02% Reduce -9.8% 15,922 $1.3M
Marex Group Ltd 0.02% New 15,910 $1.3M
Blue Trust, Inc. 0.01% Reduce -20.7% 15,785 $1.3M
Courier Capital LLC 0.07% Reduce -5.4% 15,666 $1.3M
UMB Bank, n.a. 0.02% Add +0.1% 15,633 $1.3M
Donaldson Capital Management, LLC 0.04% Reduce -94.5% 15,631 $1.3M
B. Riley Wealth Advisors, Inc. 0.06% Add +32.7% 15,618 $1.3M
Coppell Advisory Solutions LLC 0.14% Add +9.8% 15,419 $1.3M
Kintegral Advisory, LLC 0.11% Reduce -0.5% 15,595 $1.3M
Ridgewood Investments LLC 0.55% Reduce -3.6% 15,535 $1.3M
Park National Corp. 0.04% Add +54.9% 15,526 $1.3M
Harbour Investment Management LLC 0.56% Reduce -6.6% 15,513 $1.3M
Creative Financial Designs Inc. 0.09% Add +52.5% 15,513 $1.3M
Investors Asset Management of Georgia Inc. /Ga/ 0.55% Add +35.2% 15,506 $1.3M
Cascade Investment Advisors, Inc. 0.78% Add +13.9% 15,461 $1.3M
Accordant Advisory Group Inc 0.87% Add +3.0% 15,282 $1.3M
McDonald Partners LLC 0.38% Reduce -25.4% 15,208 $1.3M
Spinnaker Trust 0.07% Reduce -0.8% 15,201 $1.3M
Richard W. Paul & Associates, LLC 0.43% Add +70.7% 15,167 $1.3M
Brandes Investment Partners, LP 0.01% Add +45.0% 15,126 $1.3M
Redwood Investment Management, LLC 0.14% Reduce -22.0% 15,069 $1.3M
Boyar Asset Management Inc. 0.79% Reduce -1.5% 15,033 $1.3M
American Assets Investment Management, LLC 0.09% No change 15,000 $1.3M
Colonial Trust Advisors 0.10% Reduce -47.0% 14,941 $1.2M
Postrock Partners LLC 0.55% Reduce -1.2% 14,916 $1.2M
Auxier Asset Management LLC 0.17% Reduce -6.5% 14,865 $1.2M
Stock Yards Bank & Trust Co. 0.04% Reduce -27.3% 14,846 $1.2M
Trivium Point Advisory, LLC 0.13% Add +15.9% 14,784 $1.2M
First Dallas Securities Inc. 0.46% Add +7.7% 14,772 $1.2M
Cary Street Partners Financial LLC 0.03% Reduce -60.7% 14,754 $1.2M
Maltin Wealth Management, Inc. 0.51% Reduce -5.6% 14,742 $1.2M
Azzad Asset Management Inc. 0.12% Add +6.4% 14,708 $1.2M
Arete Wealth Advisors, LLC 0.08% Reduce -6.4% 14,685 $1.2M
Meiji Yasuda Asset Management Co Ltd. 0.06% Reduce -9.7% 14,664 $1.2M
Aptus Capital Advisors, LLC 0.01% Reduce -22.8% 14,544 $1.2M
Vest Financial, LLC 0.02% Add +23.8% 14,543 $1.2M
Pathway Financial Advisers, LLC 0.35% Reduce -19.6% 14,597 $1.2M
Heritage Trust Co 0.13% Reduce -26.9% 14,526 $1.2M
Probity Advisors, Inc. 0.20% Reduce -1.0% 14,465 $1.2M
Clean Yield Group 0.34% Add +0.4% 14,458 $1.2M
Cherry Creek Investment Advisors, Inc. 0.52% New 14,396 $1.2M
Palisade Asset Management, LLC 0.11% Reduce -2.8% 14,326 $1.2M
Integrated Advisors Network LLC 0.05% Add +27.1% 14,152 $1.2M
MUFG Securities EMEA plc 0.03% Add +549.8% 14,088 $1.2M
Vinva Investment Management Ltd 0.02% Reduce -67.6% 13,911 $1.2M
Tradition Wealth Management, LLC 0.09% Add +0.1% 14,066 $1.2M
Corbyn Investment Management Inc. 0.53% Reduce -0.8% 14,000 $1.2M
Tritonpoint Wealth, LLC 0.10% Reduce -10.3% 13,994 $1.2M
Radnor Capital Management, LLC 0.18% Reduce -8.4% 13,988 $1.2M
New Century Financial Group, LLC 2.08% New 13,987 $1.2M
Rockland Trust Co. 0.05% Add +5.5% 13,981 $1.2M
Vestcor Inc 0.03% Reduce -9.6% 13,933 $1.2M
Sunbelt Securities, Inc. 0.08% Reduce -18.3% 13,826 $1.2M
Caldwell Trust Co 0.11% Add +6.9% 13,743 $1.1M
Kennon-Green & Company, LLC 0.89% Reduce -15.2% 13,720 $1.1M
Berkeley Capital Partners, LLC 0.27% Reduce -8.2% 13,692 $1.1M
Wilmington Savings Fund Society, FSB 0.03% Reduce -23.7% 13,681 $1.1M
InvesTrust 0.42% Add +7.9% 13,675 $1.1M
Pitcairn Co. 0.09% Reduce -24.0% 13,666 $1.1M
Waller Financial Planning Group, Inc. 0.26% No change 13,594 $1.1M
Meridian Wealth Management, LLC 0.04% Add +20.3% 13,583 $1.1M
Gateway Investment Advisers LLC 0.01% Reduce -91.0% 13,554 $1.1M
Canandaigua National Trust Co of Florida 0.90% Add +41.5% 13,533 $1.1M
Silvercrest Asset Management Group LLC 0.01% Reduce -8.1% 13,448 $1.1M
Ostrum Asset Management 0.05% Add +7.7% 13,425 $1.1M
Harvest Investment Advisors, LLC 0.66% Reduce -18.1% 13,417 $1.1M
Ignite Planners, LLC 0.18% Reduce -0.1% 13,276 $1.1M
Farringdon Capital, Ltd. 0.28% Add +155.2% 13,259 $1.1M
Alerus Financial NA 0.06% Reduce -6.3% 13,247 $1.1M
Horst & Graben Wealth Management LLC 0.17% Add +0.0% 13,238 $1.1M
MFG Wealth Management, Inc. 0.83% Reduce -21.3% 13,207 $1.1M
Axq Capital, LP 0.42% Add +124.3% 13,173 $1.1M
Avidian Wealth Enterprises, LLC 0.04% Reduce -1.1% 13,033 $1.1M
Thomasville National Bank 0.07% Add +2.8% 12,954 $1.1M
IFG Advisory, LLC 0.05% Add +96.3% 12,934 $1.1M
Tema ETFs LLC 0.09% New 12,898 $1.1M
Sterneck Capital Management, LLC 0.50% Reduce -12.9% 12,810 $1.1M
Douglass Winthrop Advisors, LLC 0.02% Reduce -2.3% 12,791 $1.1M
Atlanta Consulting Group Advisors, LLC 0.26% No change 12,645 $1.1M
Sagespring Wealth Partners, LLC 0.02% Reduce -16.3% 12,617 $1.1M
Addison Capital Co 0.31% Reduce -11.9% 12,531 $1.0M
Mesirow Financial Investment Management, Inc. 0.02% Add +2.0% 12,506 $1.0M
Intrua Financial, LLC 0.12% Add +5.7% 12,503 $1.0M
Birch Hill Investment Advisors LLC 0.04% Reduce -16.7% 12,481 $1.0M
Venturi Wealth Management, LLC 0.05% Reduce -24.3% 12,472 $1.0M
Weaver C. Barksdale & Associates, Inc. 1.00% Reduce -6.0% 12,427 $1.0M
Hexagon Capital Partners LLC 0.21% Add +2.0% 12,405 $1.0M
Level Financial Advisors 0.29% No change 12,382 $1.0M
Prime Capital Investment Advisors, LLC 0.01% Reduce -24.5% 12,347 $1.0M
Auto-Owners Insurance Co 0.03% No change 12,300 $1.0M
Caxton Associates LLP 0.03% Reduce -6.8% 12,117 $1.0M
Roberts Glore & Co. Inc. 0.28% Add +20.8% 12,051 $1.0M
Barnes Dennig Private Wealth Management LLC 1.08% Reduce -12.1% 12,004 $1.0M
Johnson Investment Counsel Inc. 0.01% Reduce -1.2% 11,937 $997K
Summit Global Investments 0.06% Reduce -0.5% 11,918 $996K
Anb Bank 0.40% Add +7.9% 11,847 $990K
Great Valley Advisor Group, Inc. 0.02% Add +13.8% 11,839 $988K
Gifford Fong Associates 0.21% No change 11,800 $986K
Versor Investments LP 0.18% Add +73.3% 11,800 $986K
Harbour Investments, Inc. 0.02% Reduce -1.4% 11,780 $984K
Pinnacle Financial Partners Inc 0.02% Reduce -42.1% 11,779 $984K
Fiduciary Group, LLC 0.09% Add +5.5% 11,768 $983K
Beacon Financial Advisory LLC 0.23% Reduce -11.8% 11,753 $982K
EverSource Wealth Advisors, LLC 0.04% Add +74.4% 11,695 $977K
Symphony Financial, Ltd. Co. 0.12% Reduce -4.8% 11,462 $976K
Cresset Asset Management, LLC 0.00% Add +2.2% 11,689 $976K
Csenge Advisory Group 0.05% Add +7.1% 11,684 $976K
ARK Investment Management 0.01% Add +23.2% 11,613 $970K
Excalibur Management Corp. 0.35% Reduce -2.6% 11,578 $967K
Trust Co. of Toledo NA 0.10% Add +1.5% 11,551 $965K
Fifth Third Wealth Advisors LLC 0.04% Reduce -21.5% 11,548 $965K
Voya Financial Advisors, Inc. 0.09% Reduce -4.4% 11,354 $959K
Park Place Capital Corp 0.20% Add +2.3% 11,456 $957K
StoneX Group Inc. 0.04% Reduce -37.5% 11,450 $956K
Mendel Money Management 0.40% Add +1.7% 11,438 $955K
GC Wealth Management RIA, LLC 0.03% Add +15.0% 11,424 $954K
Quilter Plc 0.02% No change 11,399 $952K
Tiaa Trust, National Association 0.00% Reduce -7.2% 11,397 $952K
Watts Gwilliam & Co., LLC 0.15% Reduce -0.9% 11,321 $946K
Navalign, LLC 0.25% No change 11,313 $945K
Octavia Wealth Advisors, LLC 0.09% Add +38.7% 11,255 $940K
Investors Research Corp 0.17% Add +0.7% 11,253 $940K
Potomac Fund Management Inc. 0.04% Add +1.1% 11,234 $938K
Garner Asset Management Corp 0.38% Add +6.1% 11,227 $938K
Centaurus Financial, Inc. 0.04% Add +27.9% 11,214 $937K
United Community Bank 0.29% Add +78.9% 11,217 $937K
Farmers National Bank 0.22% Reduce -61.1% 11,200 $936K
Vise Technologies, Inc. 0.03% Reduce -68.5% 11,188 $935K
Drucker Wealth 3.0, LLC 0.17% Reduce -29.1% 11,176 $934K
Diversify Advisory Services, LLC 0.03% Add +65.0% 9,918 $933K
Chicago Partners Investment Group LLC 0.02% Add +32.4% 9,679 $933K
Madison Asset Management, LLC 0.01% Add +2.0% 11,160 $932K
JT Stratford LLC 0.13% Add +449.4% 11,141 $931K
SageView Advisory Group, LLC 0.03% Add +26.3% 11,123 $929K
Intellectus Partners, LLC 0.18% Add +10.7% 11,118 $929K
Carnegie Lake Advisors LLC 0.36% Reduce -0.2% 11,115 $928K
IHT Wealth Management, LLC 0.02% Reduce -9.5% 11,027 $924K
Ballentine Partners, LLC 0.01% Reduce -14.8% 11,061 $924K
Sage Mountain Advisors LLC 0.05% Reduce -30.5% 11,060 $924K
Montag A & Associates Inc. 0.04% Reduce -9.0% 11,051 $923K
Dakota Wealth Management 0.02% Reduce -33.2% 11,051 $923K
Optimum Investment Advisors 0.36% Reduce -5.4% 11,009 $920K
Consolidated Portfolio Review Corp 0.12% Reduce -27.6% 10,989 $918K
Tower Research Capital LLC (TRC) 0.03% Reduce -49.5% 10,929 $913K
Goldstone Financial Group, LLC 0.11% Add +0.0% 10,850 $906K
Flagship Harbor Advisors, LLC 0.04% Add +51.0% 10,830 $905K
New England Research & Management, Inc. 0.41% Reduce -14.6% 10,810 $903K
Stiles Financial Services Inc 0.28% Reduce -18.0% 10,756 $898K
CoreCap Advisors, LLC 0.03% Reduce -8.1% 10,727 $896K
Davis R M Inc. 0.02% Reduce -3.7% 10,720 $895K
Twin Lakes Capital Management, LLC 0.41% Add +1.4% 10,714 $895K
Cypress Capital Group 0.11% Reduce -26.0% 10,711 $895K
First National Advisers, LLC 0.12% Reduce -4.8% 10,688 $893K
Rwa Wealth Partners, LLC 0.01% Reduce -16.9% 10,564 $882K
Carnegie Investment Counsel 0.02% Reduce -25.5% 10,557 $882K
KPP Advisory Services LLC 0.13% Add +1.5% 10,547 $881K
Charter Research & Investment Group, Inc. 0.61% Reduce -1.9% 10,515 $878K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.29% Reduce -2.2% 9,840 $878K
Plimoth Trust Co. LLC 0.20% Reduce -7.2% 10,505 $877K
Castlekeep Investment Advisors LLC 0.41% Reduce -11.6% 10,486 $876K
Rice Partnership, LLC 0.12% Reduce -16.1% 10,439 $872K
Amplius Wealth Advisors, LLC 0.08% Add +25.8% 10,400 $869K
Texas Bank & Trust Co 0.33% Reduce -2.4% 10,375 $867K
Western Wealth Management, LLC 0.05% Reduce -2.4% 10,348 $864K
Roehl & Yi Investment Advisors, LLC 0.38% Add +34.9% 10,322 $862K
CSS LLC 0.15% Add +24.6% 10,244 $856K
Carson Advisory Inc. 0.46% Reduce -8.5% 10,236 $855K
Hedges Asset Management LLC 0.65% Add +5.2% 10,200 $852K
VCI Wealth Management LLC 0.26% New 10,172 $850K
Citizens Financial Group Inc. 0.01% Reduce -7.0% 10,169 $849K
Larson Financial Group LLC 0.03% Add +7.3% 10,165 $849K
Curbstone Financial Management Corp 0.16% Reduce -1.3% 10,144 $847K
Renasant Bank 0.53% Add +8.0% 10,085 $842K
Millennium Capital Advisors, LLC 0.51% Reduce -25.8% 10,083 $842K
Moloney Securities Asset Management, LLC 0.10% Reduce -12.1% 10,080 $842K
Twin City Private Wealth, LLC 0.66% Reduce -7.2% 10,062 $840K
Cornercap Investment Counsel Inc. 0.42% Reduce -1.6% 10,028 $838K
O'Keefe Stevens Advisory, Inc. 0.23% Add +7.0% 10,017 $837K
Mariner Investment Group LLC 0.32% New 10,000 $835K
Cora Capital Advisors LLC 0.36% Add +21.1% 9,996 $835K
Savvy Advisors, Inc. 0.04% Add +2.2% 9,979 $834K
Miller Investment Management, LP 0.08% Reduce -40.5% 9,947 $831K
Mengis Capital Management, Inc. 0.16% Reduce -32.1% 9,888 $826K
Aull & Monroe Investment Management Corp 0.42% Reduce -2.7% 9,860 $824K
Copia Wealth Management 0.61% No change 9,846 $822K
Carmel Capital Partners, LLC 0.35% Reduce -47.6% 9,846 $822K
Keystone Financial Group 0.06% Reduce -10.1% 9,515 $819K
MBL Wealth, LLC 0.07% New 9,775 $817K
Comprehensive Financial Consultants Institutional, Inc. 0.25% Add +7.4% 9,737 $813K
Investor's Fiduciary Advisor Network, LLC 0.28% Add +17.5% 9,735 $813K
Centiva Capital, LP 0.08% New 9,700 $810K
Abundance Wealth Counselors 0.14% Add +7.9% 9,684 $809K
Occudo Quantitative Strategies LP 0.10% Reduce -84.7% 9,678 $808K
Moneywise, Inc. 0.37% Reduce -0.2% 9,668 $808K
1248 Management, LLC 0.45% No change 9,634 $805K
CHICAGO TRUST Co NA 0.11% Reduce -6.0% 9,567 $799K
VAUGHAN & Co SECURITIES, INC. 0.42% Add +84.2% 9,507 $794K
Dark Forest Capital Management LP 0.03% Reduce -73.5% 9,499 $793K
Boothbay Fund Management, LLC 0.02% New 9,490 $793K
ForthRight Wealth Management, LLC 0.23% Add +0.1% 9,447 $789K
Meeder Advisory Services, Inc. 0.04% Reduce -14.7% 9,370 $783K
Everstar Asset Management, LLC 0.44% New 9,354 $781K
Fulton Bank, N.A. 0.03% Reduce -41.0% 9,351 $781K
Greenwood Capital Associates LLC 0.09% Add +1.1% 9,333 $780K
Roundview Capital LLC 0.05% Reduce -9.2% 9,301 $777K
Norden Group LLC 0.08% Add +9.2% 9,277 $775K
Perpetual Ltd 0.01% Reduce -46.6% 9,277 $775K
Howard Capital Management, LLC 0.01% Add +10.2% 9,254 $773K
Strategic Blueprint, LLC 0.03% Add +6.8% 9,225 $771K
Westbourne Investments, Inc. 0.37% Add +12.2% 7,785 $770K
Opinicus Capital, Inc. 0.53% Add +1.9% 9,179 $767K
Aster Capital Management (DIFC) Ltd 0.39% New 9,164 $765K
N.E.W. Advisory Services LLC 0.07% Add +18.2% 9,104 $760K
Portland Investment Counsel Inc. 0.21% No change 9,100 $760K
Financial Consulate, Inc. 0.11% New 9,057 $757K
Oarsman Capital, Inc. 0.11% Reduce -12.3% 9,057 $757K
Wellington Shields & Co., LLC 0.19% Add +20.3% 8,900 $743K
Nicholas Wealth, LLC. 0.54% Add +43.7% 8,894 $743K
Studio Investment Management LLC 0.14% Add +22.2% 8,842 $739K
Beese Fulmer Investment Management, Inc. 0.05% Reduce -1.0% 8,832 $738K
Inceptionr LLC 0.18% New 8,828 $737K
Carlson Capital, L.P. 0.42% New 8,800 $735K
Coldstream Capital Management Inc. 0.01% Reduce -15.5% 8,792 $734K
Mission Wealth Management, LP 0.01% Reduce -25.5% 8,789 $734K
Baxter Bros Inc. 0.08% Reduce -16.6% 8,783 $734K
Sharp Wealth Advisory, LLC 0.40% Add +327.7% 8,725 $729K
Summit Wealth Group LLC / Co. 0.08% Reduce -70.8% 4,652 $725K
Bard Financial Services, Inc. 0.08% Add +15.3% 8,675 $725K
Pinnacle West Asset Management, Inc. 0.47% Add +22.1% 8,660 $723K
Patriot Financial Group Insurance Agency, LLC 0.09% Add +9.5% 8,606 $719K
Modern Wealth Management, LLC 0.01% Reduce -2.0% 8,597 $718K
Cidel Asset Management Inc. 0.04% Add +14.0% 8,590 $718K
Hennion & Walsh Asset Management, Inc. 0.03% Reduce -28.5% 8,571 $716K
Applied Capital LLC 0.51% Reduce -1.1% 8,552 $714K
Tweedy, Browne Co LLC 0.06% New 8,546 $714K
Access Investment Management LLC 0.19% Add +8.4% 8,500 $710K
Crowley Wealth Management, Inc. 0.56% Reduce -3.2% 8,496 $710K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -38.1% 8,482 $708K
Berkshire Asset Management LLC 0.03% Reduce -6.7% 8,478 $708K
Longfellow Investment Management Co. LLC 0.17% No change 8,467 $707K
Flputnam Investment Management Co. 0.01% Reduce -11.3% 8,441 $705K
Bison Wealth, LLC 0.06% Reduce -26.9% 7,480 $704K
Kondo Wealth Advisors, Inc. 0.28% Add +0.1% 8,423 $704K
Bowen Hanes & Co. Inc. 0.02% Reduce -4.3% 8,410 $702K
Aberdeen Wealth Management LLC 0.44% Add +0.1% 8,391 $701K
Fieldview Capital Management, LLC 0.11% Reduce -0.3% 8,343 $697K
Colonial River Investments, LLC 0.26% New 8,312 $694K
Axxcess Wealth Management, LLC 0.01% Add +265.7% 8,312 $694K
Praxis Investment Management Inc. 0.04% Reduce -60.0% 8,310 $694K
Procyon Advisors, LLC 0.04% Reduce -5.3% 8,288 $692K
Advanced Portfolio Management, LLC 1.80% No change 8,176 $691K
Icon Wealth Advisors, LLC 0.05% Add +6.8% 8,241 $688K
Charter Capital Management, LLC\DE 0.37% Add +1.1% 8,231 $688K
Unique Wealth Strategies, LLC 0.27% New 8,226 $687K
Mitchell Sinkler & Starr 0.31% Reduce -7.8% 8,204 $685K
Fort Washington Investment Advisors Inc. 0.00% Reduce -2.4% 8,192 $684K
Fiduciary Alliance LLC 0.05% Add +142.1% 8,163 $682K
Ameritas Advisory Services, LLC 0.04% Add +63.8% 8,159 $682K
Brown, Lisle/Cummings, Inc. 0.17% Add +25.3% 8,133 $679K
Callan Family Office, LLC 0.02% Reduce -41.1% 8,113 $678K
Wealth Management Partners, LLC 0.22% Add +6.0% 8,109 $677K
Evergreen Capital Management LLC 0.02% Reduce -95.2% 8,048 $672K
Alkeme Wealth, LLC 0.29% Reduce -66.9% 8,025 $670K
Supplemental Annuity Collective Trust of NJ 0.18% No change 8,000 $668K
Bridgewealth Advisory Group, LLC 0.15% Add +196.3% 8,000 $668K
Global Retirement Partners, LLC 0.01% Reduce -50.6% 7,997 $668K
Essex Financial Services, Inc. 0.04% Reduce -16.2% 7,963 $665K
Parvin Asset Management, LLC 0.59% Add +55.8% 7,960 $665K
Onyx Bridge Wealth Group LLC 0.07% Add +167.1% 7,909 $661K
Mork Capital Management, LLC 0.45% No change 7,900 $660K
Detalus Advisors, LLC 0.17% Add +285.4% 7,877 $658K
Purkiss Capital Advisors LLC 0.31% No change 7,858 $656K
Neville Rodie & Shaw Inc. 0.05% Reduce -32.9% 7,851 $656K
Absher Wealth Management, LLC 0.08% Add +30.9% 7,851 $656K
Advisors Management Group Inc. 0.11% Add +23.2% 7,743 $647K
Profund Advisors LLC 0.02% Reduce -6.3% 7,724 $645K
Aviance Capital Partners, LLC 0.08% Add +8.4% 7,689 $642K
LaFleur & Godfrey LLC 0.08% Reduce -9.2% 7,682 $642K
Gateway Wealth Partners, LLC 0.09% New 7,668 $640K
PFC Capital Group, Inc. 0.27% Reduce -3.6% 7,667 $640K
OmniStar Financial Group, Inc. 0.39% Add +48.5% 7,660 $640K
Bradley Foster & Sargent Inc. 0.01% Reduce -32.2% 7,660 $640K
King Wealth Management Group 0.08% Reduce -1.5% 7,632 $638K
Brooklyn Investment Group 0.09% Reduce -5.9% 6,302 $638K
Hodges Capital Management Inc. 0.05% Add +30.5% 7,587 $634K
Future Financial Wealth Managment LLC 0.40% Add +11.8% 7,575 $633K
Insigneo Advisory Services, LLC 0.04% Add +5.6% 7,570 $632K
Eldridge Investment Advisors, Inc. 0.14% Add +0.1% 7,556 $631K
Wolff Financial Management LLC 0.15% Add +0.0% 7,556 $631K
SVB Wealth LLC 0.03% Reduce -10.2% 7,542 $630K
Clark Capital Management Group, Inc. 0.00% Reduce -1.6% 7,534 $629K
Advance Capital Management, Inc. 0.03% Reduce -0.6% 7,514 $628K
NorthCrest Asset Manangement, LLC 0.01% Add +1.2% 7,295 $627K
Tred Avon Family Wealth, LLC 0.22% — 7,504 $627K
FIL Ltd 0.00% Reduce -74.4% 7,497 $626K
Keynote Financial Services LLC 0.38% Add +11.6% 7,487 $625K
Hunter Associates Investment Management LLC 0.09% Add +9.8% 7,456 $623K
Eagle Bluffs Wealth Management LLC 0.27% Add +2.8% 7,455 $623K
Rakuten Investment Management, Inc. 0.00% — 16,740 $622K
OV Management LLC 0.53% Add +0.2% 7,415 $619K
Virtu Financial LLC 0.03% New 7,405 $619K
TD Private Client Wealth LLC 0.01% Reduce -77.8% 7,399 $618K
Noble Family Wealth, LLC 0.14% Add +2.2% 7,390 $617K
Integrity Alliance, Llc. 0.03% Add +9.1% 7,384 $617K
Taylor Hoffman Capital Management LLC 0.19% No change 7,328 $612K
Acorn Wealth Advisors, LLC 0.19% Add +0.2% 7,309 $610K
Eaton Financial Holdings Company, LLC 0.17% No change 7,252 $606K
LJI Wealth Management, LLC 0.11% New 7,223 $603K
Court Place Advisors, LLC 0.18% Reduce -2.8% 7,198 $601K
Harrington Investments, INC 0.30% No change 7,168 $599K
Shelton Capital Management 0.01% Reduce -87.6% 7,159 $598K
Cigna Investments Inc. 0.08% No change 7,145 $597K
Regal Investment Advisors LLC 0.04% Add +1.6% 7,129 $596K
Destination Wealth Management 0.02% Add +4.5% 7,123 $595K
Continuum Advisory, LLC 0.06% Add +0.2% 7,118 $595K
Fiscal Wisdom Wealth Management, LLC 0.56% — 6,815 $593K
Arq Wealth Advisors, LLC 0.17% New 7,072 $591K
TCV Trust & Wealth Management, Inc. 0.05% Reduce -4.2% 7,060 $590K
Johnson Financial Group, Inc. 0.02% Add +665.9% 7,039 $588K
Confluence Wealth Services, Inc. 0.03% Add +1.3% 6,998 $584K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.20% Reduce -8.7% 6,981 $583K
Legacy Capital Group California, Inc. 0.15% Add +42.6% 6,967 $582K
Kovack Advisors, Inc. 0.05% Add +12.3% 6,950 $581K
Ameritas Investment Partners, Inc. 0.02% Reduce -3.6% 6,919 $578K
Strait & Sound Wealth Management LLC 0.22% Reduce -8.3% 6,919 $578K
Crescent Grove Advisors, LLC 0.06% No change 6,918 $578K
Westpac Banking Corp. 0.04% Reduce -44.1% 6,862 $573K
Emerald Advisors, LLC 0.08% Reduce -13.8% 6,844 $572K
Bluespring Wealth Management, LLC 0.05% Reduce -0.4% 6,842 $572K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -17.1% 6,824 $570K
Balboa Wealth Partners 0.10% Reduce -11.6% 6,817 $569K
Portfolio Design Labs, LLC 0.10% Reduce -70.4% 6,815 $569K
Silver Oak Securities, Incorporated 0.04% Add +8.0% 6,780 $566K
AIMZ Investment Advisors, LLC 0.18% No change 6,750 $564K
Jaffetilchin Investment Partners, LLC 0.03% Add +93.2% 6,741 $563K
Galvin, Gaustad & Stein, LLC 0.05% Reduce -4.9% 6,730 $562K
Polymer Capital Management (US) LLC 0.07% New 6,722 $561K
Balefire, LLC 0.11% Reduce -3.1% 6,694 $559K
Taylor Financial Group, Inc. 0.32% Add +0.8% 6,691 $559K
Acropolis Investment Management, LLC 0.03% Add +18.6% 5,533 $559K
Joel Isaacson & Co., LLC 0.02% Add +13.1% 6,641 $555K
Alpha Cubed Investments, LLC 0.02% Reduce -22.0% 6,619 $553K
Aaron Wealth Advisors LLC 0.03% Add +118.5% 6,615 $553K
SOA Wealth Advisors, LLC. 0.09% Add +4.4% 6,612 $552K
Pensionfund Sabic 0.15% No change 6,600 $551K
Institute for Wealth Management, LLC. 0.06% Reduce -19.2% 6,572 $549K
New Age Alpha Advisors, LLC 0.02% Reduce -2.4% 6,540 $546K
Quadrant Capital Group LLC 0.02% Reduce -57.0% 6,537 $546K
Prosperity Consulting Group, LLC 0.03% Reduce -4.8% 6,520 $545K
DeDora Capital, Inc. 0.13% Add +2.7% 6,515 $544K
Bigelow Investment Advisors, LLC 0.22% Reduce -11.4% 6,506 $543K
Headinvest, LLC 0.11% Reduce -31.8% 6,488 $542K
GAMMA Investing LLC 0.03% Reduce -47.2% 6,479 $541K
St. Johns Investment Management Company, LLC 0.23% Add +33.1% 6,469 $540K
Accurate Wealth Management, LLC 0.07% Add +87.7% 6,395 $538K
Southeast Asset Advisors, LLC 0.06% No change 6,400 $535K
Salzhauer Michael 0.27% New 369 $534K
Lazard Asset Management LLC 0.00% Add +44.3% 6,374 $532K
Alan B Lancz & Associates, Inc. 0.48% No change 6,370 $532K
SBI Securities Co., Ltd. 0.01% Add +153.0% 6,361 $531K
Harbour Trust & Investment Management Co 0.05% Add +3.1% 6,266 $523K
Abel Hall, LLC 0.21% Reduce -1.2% 6,259 $523K
Global Wealth Management Investment Advisory, Inc. 0.09% New 6,254 $522K
Caldwell Sutter Capital, Inc. 0.22% Add +5.3% 6,235 $521K
Vestmark Advisory Solutions, Inc. 0.01% New 6,202 $518K
Rovin Capital /Ut/ 0.14% Reduce -5.6% 6,176 $516K
R.H. Dinel Investment Counsel, Inc. 0.33% Reduce -3.1% 6,175 $516K
Rothschild Investment LLC 0.03% Reduce -9.0% 6,156 $514K
LifeGuide Financial Advisors, LLC 0.19% No change 4,920 $514K
North Star Asset Management Inc. 0.02% Reduce -26.7% 6,104 $510K
Denali Advisors LLC 0.06% Add +3.4% 6,100 $510K
Guidance Capital, Inc. 0.13% Reduce -1.5% 5,836 $509K
Forza Wealth Management, LLC 0.19% Add +30.3% 6,086 $508K
Alpha Omega Wealth Management LLC 0.08% Reduce -11.6% 6,052 $506K
Main Street Financial Solutions, LLC 0.03% Add +3.9% 6,015 $502K
Tradewinds Capital Management, LLC 0.11% No change 6,000 $501K
Corundum Group, Inc. 0.20% Add +3.5% 5,965 $498K
Palisade Capital Management, LP 0.02% Add +0.4% 5,949 $497K
Shum Financial Group, Inc. 0.36% — 5,850 $489K
Sonora Investment Management Group, LLC 0.03% Reduce -2.5% 5,849 $489K
Smartleaf Asset Management LLC 0.03% Add +48.2% 5,775 $488K
Legacy Capital Wealth Partners, LLC 0.11% Reduce -14.2% 5,825 $487K
Coyle Financial Counsel LLC 0.11% New 5,758 $481K
Lanark Financial, Inc. 0.04% Reduce -51.2% 5,758 $481K
AIA Group Ltd 0.01% New 5,745 $480K
Minot DeBlois Advisors LLC 0.43% Add +11.3% 5,720 $478K
Lincoln Capital LLC 0.09% Reduce -9.9% 5,488 $476K
Richwood Investment Advisors, LLC 0.37% Reduce -7.1% 5,658 $473K
RPS Advisory Solutions LLC 0.23% Reduce -12.1% 5,629 $470K
CI Investments Inc. 0.00% Add +13.9% 5,628 $470K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -0.6% 5,396 $468K
Ipsen Advisor Group LLC 0.34% Add +19.1% 5,575 $466K
Gallagher Fiduciary Advisors, LLC 0.02% Reduce -29.0% 5,564 $465K
Kanawha Capital Management LLC 0.03% Reduce -2.8% 5,564 $465K
Mayflower Financial Advisors, LLC 0.06% Reduce -3.5% 5,545 $463K
SeaCrest Wealth Management, LLC 0.05% Reduce -2.2% 5,369 $463K
Forge Financial Services LLC 0.22% No change 5,400 $462K
Krane Funds Advisors LLC 0.01% Add +8.4% 5,399 $462K
Archer Investment Corp 0.10% Reduce -4.1% 5,528 $462K
Marino, Stram & Associates LLC 0.08% Reduce -3.0% 5,510 $460K
Fortress Financial Group, LLC 0.35% Reduce -5.1% 5,491 $459K
Narwhal Capital Management 0.03% Reduce -13.6% 5,477 $457K
Scientech Research LLC 0.16% New 5,473 $457K
Bessemer Group Inc. 0.00% Reduce -41.2% 5,487 $457K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -15.4% 5,461 $456K
Bangor Savings Bank 0.04% Add +0.6% 5,444 $455K
Principle Wealth Partners LLC 0.03% Reduce -4.0% 5,444 $455K
White Knight Strategic Wealth Advisors, LLC 0.36% Add +16.9% 5,431 $454K
Diversify Wealth Management, LLC 0.03% Reduce -0.2% 4,819 $453K
Fortis Advisors, LLC 0.26% Reduce -21.5% 5,425 $453K
Sittner & Nelson, LLC 0.16% Add +14.6% 5,408 $452K
Legacy Financial Advisors, Inc. 0.06% Add +1.2% 5,403 $451K
Darwin Wealth Management, LLC 0.14% Add +6.2% 5,372 $449K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -29.5% 5,356 $447K
Discipline Wealth Solutions, LLC 0.12% Add +6.0% 5,355 $447K
HM Payson & Co. 0.01% Reduce -12.6% 5,349 $447K
Collaborative Wealth Managment Inc. 0.18% Add +26.1% 5,340 $446K
Spire Wealth Management 0.02% Add +0.8% 5,331 $445K
Deseret Mutual Benefit Administrators 0.19% Add +15.0% 5,331 $445K
AMG National Trust Bank 0.01% Reduce -5.3% 5,322 $445K
Monetary Management Group Inc. 0.10% Reduce -50.2% 5,300 $443K
Sylvest Advisors, LLC 0.24% Reduce -5.6% 5,299 $443K
Community Trust & Investment Co. 0.02% No change 5,283 $441K
Brio Consultants, LLC 0.06% Reduce -1.1% 5,276 $441K
Calton & Associates, Inc. 0.07% Add +122.7% 5,265 $440K
J Hagan Capital, Inc. 0.27% Add +29.9% 5,263 $440K
Stoneridge Investment Partners LLC 0.30% No change 5,256 $439K
Private Trust Co. NA 0.04% Reduce -16.1% 5,253 $439K
Focus Financial Network, Inc. 0.02% Add +4.2% 5,247 $438K
Groupama Asset Managment 0.01% Reduce -71.3% 5,239 $438K
Midland Wealth Advisors, LLC 0.02% Reduce -10.9% 5,206 $435K
Greenleaf Trust 0.00% Reduce -45.0% 5,186 $433K
Diligent Investors, LLC 0.11% Reduce -8.2% 5,176 $432K
CENTRAL TRUST Co 0.01% Reduce -37.3% 5,173 $432K
Wealth Advisory Solutions, LLC 0.10% Add +2.3% 5,163 $431K
Simon Quick Advisors, LLC 0.02% Add +4.2% 5,162 $431K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -17.5% 5,148 $430K
Howland Capital Management LLC 0.02% Add +4.5% 5,133 $429K
Alliance Wealth Advisors, LLC 0.10% Add +29.6% 5,103 $426K
Ar Asset Management Inc. 0.09% No change 5,100 $426K
Erste Asset Management GmbH 0.00% Reduce -54.5% 5,037 $426K
Quadcap Wealth Management, LLC 0.05% Add +10.2% 5,083 $425K
Elevated Capital Advisors, LLC 0.11% Add +4.8% 5,077 $424K
Wealth Alliance Advisory Group, LLC 0.08% Reduce -18.4% 5,061 $423K
Raab & Moskowitz Asset Management LLC 0.09% Reduce -16.1% 5,051 $422K
Autumn Glory Partners, LLC 0.17% No change 5,000 $418K
Panagora Asset Management Inc. 0.00% No change 4,991 $417K
Chicago Capital, LLC 0.01% Reduce -0.6% 4,983 $416K
Legacy Advisors, LLC 0.05% — 4,962 $414K
Old National Bancorp 0.01% Reduce -15.0% 4,955 $414K
Herold Advisors, Inc. 0.10% Reduce -1.4% 4,952 $414K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Reduce -5.7% 4,935 $412K
Private Wealth Asset Management, LLC 0.05% Reduce -7.7% 4,908 $410K
Phoenix Financial Ltd. 0.01% Add +33.0% 4,869 $407K
Patrick M Sweeney & Associates, Inc. 0.26% Add +1.0% 4,866 $406K
Stonebridge Financial Group, LLC 0.04% Reduce -2.0% 4,865 $406K
W.G. Shaheen & Associates DBA Whitney & Co 0.04% No change 4,861 $406K
Syon Capital LLC 0.02% Reduce -20.7% 4,839 $404K
Community Bank & Trust, Waco, Texas 0.08% Add +2.0% 4,837 $404K
Valmark Advisers, Inc. 0.01% Add +6.3% 4,830 $403K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -22.1% 4,826 $403K
CRA Financial Services, LLC 0.05% Reduce -33.9% 4,807 $402K
Cetera Trust Company, N.A 0.22% Reduce -3.0% 4,798 $401K
Revisor Wealth Management LLC 0.14% Add +6.5% 4,691 $400K
Miramar Capital, LLC 0.09% Reduce -91.6% 4,789 $400K
Bailard, Inc. 0.01% Reduce -78.7% 4,751 $397K
Virtue Capital Management, LLC 0.06% Add +50.7% 7,894 $397K
RDA Financial Network 0.10% Add +3.1% 4,744 $396K
Triumph Capital Management 0.11% New 4,738 $396K
First Bank & Trust 0.07% Add +29.5% 4,727 $395K
Ingalls & Snyder LLC 0.01% Reduce -2.1% 4,721 $394K
Hapanowicz & Associates Financial Services, Inc 0.18% Reduce -5.0% 4,715 $394K
Davis Investment Partners, LLC 0.13% New 4,666 $394K
Parsons Capital Management Inc. 0.02% Reduce -4.9% 4,708 $393K
AlTi Global, Inc. 0.01% Add +128.0% 4,705 $393K
Womack Financial LLC 0.30% Add +8.3% 4,699 $393K
Northcape Wealth Management, LLC 0.11% Add +1.1% 4,688 $392K
Kenora Financial, LLC 0.13% No change 4,682 $391K
Marshall Financial Group, LLC 0.08% New 4,675 $391K
Greenwich Wealth Management LLC 0.02% Add +6.2% 4,652 $389K
Brady Martz Wealth Solutions, LLC 0.07% Reduce -0.4% 4,645 $388K
AlphaQuest LLC 0.03% Reduce -50.7% 4,642 $388K
Atticus Wealth Management, LLC 0.10% Add +205.8% 4,629 $387K
Formidable Asset Management, LLC 0.06% Reduce -43.5% 3,824 $386K
Los Angeles Capital Management LLC 0.00% Add +29.9% 4,607 $385K
Balyasny Asset Management L.P. 0.00% Reduce -99.6% 4,606 $385K
Powers Advisory Group, LLC 0.15% Reduce -0.8% 4,602 $384K
Kercheville Advisors, LLC 0.12% Add +39.3% 4,591 $384K
Cohen Capital Management, Inc. 0.06% No change 4,585 $383K
Brown Miller Wealth Management, LLC 0.11% Add +0.3% 4,550 $380K
Solitude Financial Services 0.13% No change 4,500 $376K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -84.2% 4,499 $376K
Net Worth Advisory Group 0.11% Reduce -2.6% 4,490 $375K
Bollard Group LLC 0.01% Add +1.9% 4,494 $375K
American Alpha Advisors, LLC 0.27% Add +8.8% 4,488 $375K
First Heartland Consultants, Inc. 0.03% Add +130.4% 4,893 $374K
Silverlake Wealth Management LLC 0.09% Add +9.9% 4,468 $373K
WestHill Financial Advisors, Inc. 0.07% Add +0.1% 4,463 $373K
CFS Investment Advisory Services, LLC 0.03% Add +2.6% 4,268 $372K
Archford Capital Strategies, LLC 0.04% Reduce -2.5% 4,436 $371K
Calamos Wealth Management LLC 0.01% New 4,432 $370K
ZWJ Investment Counsel Inc. 0.01% Add +6.7% 4,408 $368K
1ST Source Bank 0.02% Reduce -27.4% 4,407 $368K
MeadowBrook Investment Advisors LLC 0.32% Add +6.8% 4,399 $367K
Hutner Capital Management Inc. 0.16% Reduce -0.3% 4,388 $367K
Marks Group Wealth Management, Inc 0.03% Reduce -71.9% 4,387 $366K
City Holding Co. 0.05% Reduce -26.5% 4,369 $365K
BlueSky Wealth Advisors, LLC 0.05% New 4,363 $364K
Winthrop Advisory Group LLC 0.03% Add +1.3% 4,361 $364K
FIDELIS iM, LLC 0.23% New 2,000 $364K
Norway Savings Bank 0.17% Reduce -38.0% 4,295 $359K
Mechanics Bank Trust Department 0.05% Reduce -43.4% 4,285 $358K
Greenline Partners, LLC 0.04% Reduce -50.3% 4,260 $356K
Oakland Financial Corp. 6.05% Add +88.9% 4,250 $355K
Azimuth Capital Investment Management LLC 0.01% Reduce -29.2% 4,250 $355K
SkyOak Wealth, LLC 0.07% Reduce -81.9% 4,246 $355K
Johnson & White Wealth Management, LLC 0.16% Add +81.2% 4,240 $354K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +18.2% 4,234 $354K
L. Roy Papp & Associates, LLP 0.04% Reduce -40.0% 4,225 $353K
Blue Chip Partners, LLC 0.03% Reduce -14.4% 4,202 $351K
SouthState Bank Corp 0.02% Reduce -30.5% 4,197 $351K
Founders Financial Alliance, LLC 0.07% Add +69.8% 4,189 $350K
Coordinated Financial Services, Inc. 0.23% Add +31.3% 4,181 $349K
626 Financial, LLC 0.15% Add +85.1% 4,175 $349K
City State Bank 0.10% Reduce -9.6% 4,170 $348K
Roble, Belko & Company, Inc 0.05% Add +0.4% 4,167 $348K
Personal Cfo Solutions, LLC 0.06% Add +98.2% 4,165 $348K
NCM Capital Management, LLC 0.13% Reduce -1.0% 4,133 $345K
Seamount Financial Group Inc. 0.16% Add +3.8% 4,125 $345K
Sava Infond d.o.o. 0.05% No change 4,120 $344K
Burns Matteson Capital Management, LLC 0.14% New 4,119 $344K
MRA Advisory Group 0.15% Add +21.9% 4,113 $344K
Strategic Advisors LLC 0.06% Reduce -6.0% 4,096 $342K
JFS Wealth Advisors, LLC 0.02% Add +2.2% 4,084 $341K
Shakespeare Wealth Management, LLC 0.08% Reduce -0.6% 4,082 $341K
Penserra Capital Management LLC 0.00% Add +1.2% 4,090 $340K
VeraBank, N.A. 0.06% Reduce -17.0% 4,066 $340K
Claris Financial LLC 0.19% Reduce -1.5% 4,062 $339K
Claro Advisors Inc. 0.05% Add +5.3% 4,053 $339K
Simplicity Wealth,LLC 0.02% Reduce -61.6% 4,047 $338K
Versant Capital Management, Inc 0.05% Add +10.4% 4,041 $338K
Equitable Trust Co. 0.02% Add +21.4% 4,028 $336K
Capital Advisors Inc. 0.01% Reduce -1.8% 4,011 $335K
Northstar Group, Inc. 0.05% Reduce -10.4% 3,988 $333K
MainStreet Investment Advisors LLC 0.04% Reduce -85.9% 3,988 $333K
MQS Management LLC 0.19% New 3,973 $332K
Kennedy Investment Group, Inc. 0.13% Add +5.9% 3,970 $332K
Fiduciary Trust Co 0.00% Add +6.0% 3,968 $331K
Seelaus Asset Management LLC 0.27% New 3,966 $331K
First Nebraska Trust Co 0.03% Reduce -0.5% 3,961 $331K
Allred Capital Management, LLC 0.12% Reduce -4.4% 3,957 $331K
Wallace Advisory Group, LLC 0.27% Reduce -29.0% 3,274 $330K
Twinbeech Capital LP 0.01% Reduce -99.2% 3,954 $330K
Kentucky Trust Co 0.18% Add +10.6% 3,953 $330K
Cadent Capital Advisors, LLC 0.09% New 3,951 $330K
ABN AMRO Bank N.V. 0.00% New 3,915 $329K
HUB Investment Partners, LLC 0.01% Reduce -32.2% 3,932 $328K
Forum Financial Management, LP 0.00% Reduce -25.2% 3,931 $328K
Peoples Financial Services Corp. 0.15% Reduce -0.3% 3,930 $328K
Pettyjohn, Wood & White, Inc. 0.05% Add +8.4% 3,921 $328K
Tyche Wealth Partners LLC 0.06% Reduce -1.7% 3,915 $327K
JLB & Associates Inc. 0.04% Reduce -52.4% 3,905 $326K
Adams Wealth Management 0.07% Add +0.3% 3,872 $323K
CacheTech Inc. 0.07% Add +0.3% 3,872 $323K
Pacific Sage Partners, LLC 0.05% Add +61.2% 3,864 $323K
Platform Technology Partners 0.08% Add +48.4% 3,863 $323K
Encompass More Asset Management 0.06% Reduce -0.2% 3,853 $322K
Destiny Wealth Partners, LLC 0.04% New 3,844 $321K
London Co. of Virginia 0.00% Reduce -44.6% 3,843 $321K
Annex Advisory Services, LLC 0.01% Reduce -14.2% 3,841 $321K
Rakuten Securities, Inc. 0.12% Add +510.4% 3,833 $320K
Daner Wealth Management, LLC 0.21% Reduce -67.7% 3,699 $320K
Lifeworks Advisors, LLC 0.04% Add +10.8% 3,810 $318K
Hoxton Planning & Management, LLC 0.10% Add +14.4% 3,807 $318K
Summit Asset Management, LLC 0.05% Reduce -0.7% 3,802 $318K
Secured Retirement Advisors, LLC 0.18% Reduce -69.7% 3,795 $317K
CWA Asset Management Group, LLC 0.01% Add +49.8% 3,780 $316K
Gibbs Wealth Management 0.07% Add +3.5% 3,774 $315K
RIA Advisory Group LLC 0.08% Reduce -84.4% 3,761 $314K
Durante & Waters, LLC 0.23% Add +0.1% 3,761 $314K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -15.9% 3,758 $314K
Clifford Group, LLC 0.24% Add +65.4% 3,758 $314K
Murphy & Mullick Capital Management Corp 0.23% Add +171.2% 3,659 $314K
Lodestone Wealth Management LLC 0.14% New 3,750 $313K
Acorns Advisers, LLC 0.00% Add +33.0% 3,749 $313K
Centerline Wealth Advisors, LLC 0.14% Add +0.1% 3,732 $312K
Barr E S & Co. 0.02% Reduce -6.1% 3,717 $310K
Buttonwood Financial Advisors Inc. 0.11% Reduce -2.7% 3,716 $310K
WASHINGTON TRUST Co 0.01% Add +26.8% 3,711 $310K
Conning Inc. 0.01% No change 3,708 $310K
Stegent Equity Advisors, Inc. 0.25% New 3,692 $308K
Parkside Financial Bank & Trust 0.02% Reduce -14.5% 3,689 $308K
Sard Wealth Management Group, LLC 0.18% Reduce -6.9% 3,677 $307K
Vista Investment Partners LLC 0.09% No change 3,676 $307K
Uncommon Cents Investing LLC 0.08% Add +32.0% 3,668 $306K
Capital International Sarl 0.01% No change 3,660 $306K
Paces Ferry Wealth Advisors, LLC 0.13% Reduce -12.5% 3,654 $305K
Nordwand Advisors, LLC 0.05% Reduce -69.9% 3,645 $304K
Spurstone Advisory Services, LLC 4.36% No change 3,642 $304K
New Wave Wealth Advisors LLC 0.12% New 3,621 $302K
Smith Salley Wealth Management 0.02% Add +2.8% 3,592 $300K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.06% Add +3.0% 3,587 $300K
Finward Bancorp 0.23% Add +0.3% 3,570 $298K
MBM Wealth Consultants, LLC 0.07% Add +41.1% 3,566 $298K
Jacobs & Co. 0.03% Reduce -33.9% 3,562 $297K
Howard Financial Services, LTD. 0.04% Add +74.0% 3,550 $297K
Pinnacle Wealth Management Group, Inc. 0.15% Reduce -26.4% 3,520 $294K
FRG Family Wealth Advisors LLC 0.05% Add +7.7% 3,510 $293K
Financial Engines Advisors L.L.C. 0.00% Add +5.9% 3,509 $293K
Family Legacy, Inc. 0.09% Reduce -0.6% 3,504 $293K
L2 Asset Management, LLC 0.04% Add +4.9% 3,499 $292K
LMG Wealth Partners, LLC 0.05% Add +3.4% 3,496 $292K
Strategic Investment Solutions, Inc. 0.08% Reduce -2.5% 3,472 $290K
Raiffeisen Bank International AG 0.00% Reduce -21.2% 3,429 $290K
Lewis Asset Management, LLC 0.12% Add +45.3% 3,465 $289K
Lansing Street Advisors 0.08% New 3,456 $289K
Realta Investment Advisors 0.10% New 3,440 $287K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -10.8% 3,300 $287K
Fidelis Capital Partners, LLC 0.02% Add +36.0% 3,434 $287K
Wilson & Boucher Capital Management, LLC 0.19% Reduce -5.5% 3,430 $287K
Asset Dedication, LLC 0.02% Add +36.2% 3,423 $286K
WealthShield Partners, LLC 0.03% Reduce -4.4% 3,421 $286K
Creegan & Nassoura Financial Group, LLC 0.18% Add +0.1% 3,414 $285K
Capital Analysts, LLC 0.01% Reduce -19.9% 3,392 $284K
180 Wealth Advisors, LLC 0.03% Add +31.1% 3,386 $283K
LexAurum Advisors, LLC 0.04% Reduce -10.6% 3,386 $283K
Breakwater Capital Group 0.04% Reduce -7.2% 3,384 $283K
U S Global Investors Inc. 0.03% Add +36.2% 3,372 $282K
Freestone Capital Holdings, LLC 0.01% Add +42.4% 3,355 $280K
Wealthspire Advisors, LLC 0.00% Reduce -20.1% 3,353 $280K
Lauer Wealth, LLC 0.20% Add +3.4% 3,303 $278K
Sterling Investment Counsel, LLC 0.09% Reduce -10.3% 3,312 $277K
Transcend Capital Advisors, LLC 0.02% Reduce -17.1% 3,297 $275K
Montis Financial, LLC 0.06% No change 3,296 $275K
Rexford Capital Inc. 0.21% Reduce -0.4% 3,294 $275K
Eagle Harbor Asset Management Inc. 0.24% New 3,272 $273K
Central Bank & Trust Co. 0.04% Reduce -29.0% 3,260 $272K
MKT Advisors LLC 0.10% Reduce -0.2% 3,218 $272K
Mason & Associates, LLC 0.07% No change 2,690 $272K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -85.9% 3,241 $271K
Wimmer Associates 1, LLC 0.13% Reduce -33.7% 3,237 $270K
Simmons Bank 0.02% Add +7.8% 3,228 $270K
Accuvest Global Advisors 0.17% Add +23.2% 3,207 $268K
Shufro Rose & Co. LLC 0.02% No change 2,435 $268K
GeoWealth Management, LLC 0.01% Add +11.5% 3,206 $268K
One Wealth Advisors, LLC 0.03% New 3,206 $268K
First Financial Bank - Trust Division 0.02% Reduce -14.4% 3,198 $267K
Faithward Advisors, LLC 0.04% Reduce -5.3% 3,197 $267K
Alta Advisers Ltd 0.08% Reduce -15.8% 3,194 $267K
Jeppson Wealth Management, LLC 0.09% Add +11.1% 3,193 $267K
Rothschild Wealth LLC 0.06% Reduce -0.1% 3,192 $267K
Patriot Investment Management Group, Inc. 0.02% Reduce -16.9% 3,188 $266K
Southland Equity Partners LLC 0.05% Add +8.5% 3,173 $265K
Pflug Koory, LLC 0.13% Add +3.3% 3,172 $265K
Morey & Quinn Wealth Partners, LLC 0.20% Reduce -3.0% 3,168 $265K
High Net Worth Advisory Group LLC 0.06% Reduce -16.0% 3,160 $264K
WealthTrak Capital Management LLC 0.22% Add +7.6% 3,154 $263K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 3,145 $263K
Trustmark Bank Trust Department 0.02% Reduce -48.6% 3,139 $262K
Farmers Trust Co. 0.05% Reduce -2.2% 3,134 $262K
Nicolet Advisory Services, LLC 0.02% Add +1.3% 3,042 $262K
Northeast Investment Management 0.01% Reduce -18.3% 3,120 $261K
Roxbury Financial LLC 0.24% Reduce -28.2% 3,115 $260K
Eaton-Cambridge Inc. 0.09% Reduce -3.5% 3,100 $259K
S.A. Mason LLC 0.11% Reduce -10.8% 3,089 $258K
Moody National Bank Trust Division 0.02% Reduce -25.0% 3,089 $258K
CoreFirst Bank & Trust 0.14% Reduce -4.5% 3,083 $258K
Investment House LLC 0.01% Reduce -44.3% 3,070 $256K
AssuredPartners Investment Advisors, LLC 0.06% New 3,070 $256K
Diamant Asset Management, Inc. 0.19% No change 3,060 $256K
BIP Wealth, LLC 0.01% Add +9.6% 3,052 $255K
Old Mission Investment Co LLC 0.06% Reduce -12.6% 3,047 $255K
LVW Advisors, LLC 0.03% Reduce -33.4% 3,047 $255K
MIdWestOne Financial Group, Inc. 0.03% Reduce -0.6% 3,045 $254K
Ameriflex Group, Inc. 0.10% Add +396.6% 3,044 $254K
Capstone Financial Advisors, Inc. 0.01% New 3,037 $254K
Wynn Capital, LLC 0.12% Add +9.7% 3,035 $254K
MJT & Associates Financial Advisory Group, Inc. 0.21% Add +0.4% 3,035 $254K
Evoke Wealth, LLC 0.01% Reduce -46.6% 3,032 $253K
Chapman Financial Group, LLC 0.17% Reduce -36.9% 3,020 $252K
Sanders Morris Harris LLC 0.03% New 3,020 $252K
Blake Schutter Theil Wealth Advisors, LLC 0.25% No change 3,001 $251K
Curat Global, LLC 0.24% No change 3,000 $251K
Liberty Capital Management, Inc. 0.05% No change 3,000 $251K
Clearbridge Investments, LLC 0.00% Reduce -2.0% 2,994 $250K
Foster Victor Wealth Advisors, LLC 0.02% Reduce -14.0% 2,860 $248K
Generation Capital Management LLC 0.18% No change 2,966 $248K
Weaver Consulting Group 0.06% Reduce -4.4% 2,956 $247K
Heartland Bank & Trust Co 0.10% Reduce -0.1% 2,955 $247K
Traynor Capital Management, Inc. 0.01% Reduce -2.5% 2,953 $247K
apricus wealth, LLC 0.13% Reduce -33.0% 2,953 $247K
Diversified Trust Co. 0.00% Reduce -51.1% 2,951 $246K
Cheviot Value Management, LLC 0.03% Add +2455.0% 2,555 $246K
LS Investment Advisors, LLC 0.03% Reduce -71.0% 2,940 $246K
First PREMIER Bank 0.06% Add +10.3% 2,936 $245K
Aegis Wealth Management LLC 0.13% Add +5.1% 2,928 $245K
Successful Portfolios LLC 0.14% Add +1.3% 2,927 $244K
JBGlobal.com LLC 0.25% Reduce -31.1% 2,926 $244K
Choice Wealth Advisors LLC 0.10% Add +1.4% 2,917 $244K
Harbour Capital Advisors, LLC 0.05% Reduce -6.0% 2,829 $243K
Eagle Rock Investment Company, LLC 0.04% Reduce -40.4% 2,908 $243K
Flow Traders U.S. LLC 0.01% New 2,893 $242K
Verus Capital Partners, LLC 0.02% New 2,889 $241K
Ransom Advisory, Ltd 0.11% Add +29.1% 2,887 $241K
Rooted Wealth Advisors, Inc. 0.07% New 2,773 $241K
Ifrah Financial Services, Inc. 0.06% New 2,880 $241K
Marks Wealth, LLC 0.07% Reduce -45.2% 2,878 $240K
waypoint wealth counsel 0.09% Add +2.4% 2,875 $240K
Vance Wealth, LLC 0.07% Reduce -0.6% 2,873 $240K
Leavell Investment Management, Inc. 0.01% Reduce -28.5% 2,872 $240K
Trek Financial, LLC 0.01% Reduce -3.7% 2,870 $240K
EPG Wealth Management LLC 0.07% New 2,858 $239K
Pathway Financial Advisors LLC 0.03% Add +1.6% 2,845 $238K
Cahill Financial Advisors Inc. 0.03% Reduce -2.3% 2,841 $237K
Key Client Fiduciary Advisors, LLC 0.08% New 2,838 $237K
Earned Wealth Advisors, LLC 0.04% New 2,825 $236K
MASTERINVEST Kapitalanlage GmbH 0.02% Add +12.6% 2,796 $234K
Compass Capital Corp. /Ma/ 0.10% Add +0.2% 2,477 $233K
New Hampshire Trust 0.04% Reduce -0.3% 2,781 $232K
Plato Investment Management Ltd 0.02% Reduce -50.0% 2,798 $232K
Money Concepts Capital Corp. 0.01% Add +31.7% 2,765 $231K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -39.4% 2,759 $230K
Ridgecrest Wealth Partners, LLC 0.10% Add +22.1% 2,757 $230K
Dividend Assets Capital, LLC 0.04% Reduce -11.6% 2,755 $230K
1776 Wealth LLC 0.09% No change 2,753 $230K
Atlas Brown,Inc. 0.07% Reduce -17.4% 2,751 $230K
Choate Investment Advisors 0.00% Reduce -9.4% 2,744 $229K
Palumbo Wealth Management LLC 0.07% Add +1.7% 2,981 $229K
Heartwood Wealth Advisors LLC 0.02% Reduce -0.1% 2,739 $229K
Curi Capital, LLC 0.00% Add +13.9% 2,725 $228K
Lecap Asset Management Ltd. 0.08% Reduce -57.9% 2,717 $227K
Armistice Capital, LLC 0.01% New 2,712 $227K
First Affirmative Financial Network 0.11% Reduce -11.8% 2,710 $226K
Weatherly Asset Management L. P. 0.02% Reduce -12.7% 2,707 $226K
PFG Advisors 0.01% New 2,706 $226K
Smith, Moore & Co. 0.02% Reduce -55.6% 2,704 $226K
Siligmueller & Norvid Wealth Advisors LLC 0.10% New 2,688 $225K
Retirement Planning Co of New England, Inc. 0.09% Reduce -1.4% 2,691 $225K
Vision Financial Markets LLC 0.19% Reduce -12.9% 2,678 $224K
Dana Investment Advisors, Inc. 0.01% Reduce -7.5% 2,677 $224K
Checchi Capital Advisers, LLC 0.02% Reduce -26.4% 2,677 $224K
Cascade Financial Partners, LLC 0.03% Reduce -15.2% 2,663 $222K
Coastal Bridge Advisors, LLC 0.02% Reduce -7.3% 2,657 $222K
Suncoast Equity Management 0.02% No change 2,652 $222K
FUKOKU MUTUAL LIFE INSURANCE Co 0.01% No change 2,652 $222K
Summit Financial Wealth Advisors, LLC 0.03% Reduce -95.8% 2,623 $221K
Sterling Capital Management LLC 0.00% Reduce -1.3% 2,648 $221K
CMT Capital Markets Trading GmbH 0.09% New 2,648 $221K
CogentBlue Wealth Advisors, LLC 0.15% Reduce -0.8% 2,645 $221K
Hardy Reed LLC 0.02% Reduce -7.6% 2,639 $220K
Finley Financial, LLC 0.10% No change 2,626 $219K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -9.8% 2,624 $219K
Grey Ledge Advisors, LLC 0.05% Reduce -37.7% 2,614 $218K
Golden State Wealth Management, LLC 0.02% Add +93.3% 2,614 $218K
Barlow Wealth Partners, LLC 0.02% No change 2,505 $218K
RD Lewis Holdings, Inc. 0.20% Reduce -3.2% 2,258 $217K
Jacksonville Wealth Management, LLC 0.16% Reduce -2.8% 2,600 $217K
DGS Capital Management, LLC 0.04% Add +22.5% 2,598 $217K
Ritholtz Wealth Management 0.00% Reduce -55.9% 2,596 $217K
Alpha Family Trust 0.10% New 2,590 $216K
Napa Wealth Management 0.10% New 2,588 $216K
Shepherd Financial Partners LLC 0.02% Reduce -10.6% 2,584 $216K
Ranch Capital Advisors Inc. 0.08% Reduce -1.7% 2,584 $216K
Berger Financial Group, Inc 0.01% New 2,581 $216K
Congress Park Capital LLC 0.07% New 2,575 $215K
Hollow Brook Wealth Management LLC 0.05% New 2,571 $215K
Financial Advisors Network, Inc. 0.03% Add +16.0% 2,571 $215K
Ellis Investment Partners, LLC 0.04% Reduce -4.0% 2,570 $215K
E&G Advisors, LLC 0.05% Reduce -10.5% 2,569 $215K
Liberty Wealth Management LLC 0.03% Reduce -3.6% 2,562 $214K
Center for Financial Planning, Inc. 0.02% Add +4.6% 2,558 $214K
Spirit of America Management Corp. 0.04% No change 2,550 $213K
Joule Financial, LLC 0.06% Add +0.5% 2,545 $213K
Turtle Creek Wealth Advisors, LLC 0.02% Reduce -6.5% 2,543 $212K
Fortitude Family Office, LLC 0.06% Reduce -4.3% 2,542 $212K
Alliance Wealth Advisors, LLC 0.11% Add +6.6% 2,539 $212K
Stratos Investment Management, LLC 0.01% Reduce -70.7% 2,537 $212K
Birch Financial Group, LLC 0.12% Reduce -10.6% 2,535 $212K
New Covenant Trust Company, N.A. 0.20% Reduce -3.0% 2,533 $212K
Sweeney & Michel, LLC 0.07% Add +3.7% 2,551 $211K
HCR Wealth Advisors 0.02% Reduce -6.0% 2,466 $211K
World Equity Group, Inc. 0.05% Reduce -10.4% 2,523 $211K
Cardinal Point Capital Management ULC 0.01% New 2,525 $211K
Sfmg, LLC 0.01% Add +25.1% 2,522 $211K
Corsicana & Co. 0.12% — 2,520 $210K
Ti-Trust, Inc. 0.13% No change 2,515 $210K
Intrust Bank NA 0.02% Reduce -37.9% 2,514 $210K
Crestmont Private Wealth LLC 0.07% Add +22.4% 2,510 $210K
Austin Asset Management Co Inc 0.04% No change 2,505 $209K
Cornerstone Wealth Group, LLC 0.01% Reduce -2.2% 2,501 $209K
Cannon Financial Strategists, Inc. 0.03% No change 2,498 $209K
HHM Wealth Advisors, LLC 0.02% Reduce -5.7% 2,482 $207K
Bryn Mawr Trust Advisors, LLC 0.01% Reduce -32.3% 2,475 $207K
Franklin Street Advisors Inc. 0.01% Reduce -37.8% 2,472 $207K
First Financial Bankshares Inc 0.00% New 2,463 $206K
Crestwood Advisors Group, LLC 0.00% Reduce -7.8% 2,456 $205K
Frisch Financial Group, Inc. 0.05% New 2,450 $205K
Patton Fund Management, Inc. 0.04% Add +8.4% 2,439 $204K
IRON Financial LLC 0.10% New 2,437 $204K
Kaufman Rossin Wealth, LLC 0.11% New 2,435 $203K
Glen Eagle Advisors, LLC 0.03% Add +18.9% 2,435 $203K
Castleview Partners, LLC 0.11% New 2,433 $203K
Woodward Diversified Capital, LLC 0.09% Add +17.6% 2,430 $203K
Ipswich Investment Management Co., Inc. 0.05% No change 2,425 $203K
Elgethun Capital Management 0.04% Add +27.3% 2,404 $201K
Accredited Wealth Management, LLC 0.15% Reduce -87.1% 225 $199K
Country Trust Bank 0.00% Reduce -16.3% 2,300 $192K
Richardson Financial Services Inc. 0.12% Reduce -1.9% 2,300 $192K
Oakworth Capital, Inc. 0.01% Add +26.9% 2,247 $188K
Coastline Trust Co 0.02% Add +35.8% 2,240 $187K
Pittenger & Anderson Inc. 0.01% Reduce -3.7% 2,232 $186K
Y.D. More Investments Ltd 0.01% Add +39.1% 2,200 $184K
PFS Partners, LLC 0.09% Add +10.3% 2,147 $179K
Boreal Capital Management LLC 0.16% Reduce -46.9% 2,057 $172K
Bank & Trust Co 0.13% No change 2,038 $170K
Eastern Bank 0.00% Reduce -42.5% 2,028 $169K
CYBER HORNET ETFs LLC 0.11% Add +3.7% 1,998 $167K
DiNuzzo Private Wealth, Inc. 0.02% Reduce -0.3% 1,886 $165K
CVA Family Office, LLC 0.02% Reduce -23.5% 1,967 $164K
Smithfield Trust Co 0.01% Add +51.1% 1,954 $164K
Covestor Ltd 0.09% Add +38.1% 1,947 $163K
Binnacle Investments Inc 0.10% Add +88.8% 1,946 $163K
Sentry Investment Management LLC 0.11% New 1,882 $162K
Heritage Wealth Advisors 0.01% Reduce -13.1% 1,929 $161K
Paradigm Asset Management Co. LLC 0.04% No change 1,924 $161K
Pandora Wealth, Inc. 0.10% No change 1,898 $159K
Federated Hermes, Inc. 0.00% Reduce -99.8% 1,842 $154K
Quarry LP 0.04% New 1,789 $149K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Reduce -29.8% 1,788 $149K
First Horizon Corp. 0.01% — 1,773 $148K
Tanglewood Legacy Advisors, LLC 0.06% No change 1,734 $145K
Indiana Trust & Investment Management Co 0.04% No change 1,720 $144K
Pinnacle Bancorp, Inc. 0.04% Add +9.5% 1,683 $141K
Mechanics Financial Corp 0.05% Reduce -40.6% 1,667 $139K
2UniFi Bank 0.07% Reduce -41.4% 1,643 $137K
St Germain D J Co. Inc. 0.01% Reduce -22.1% 1,588 $133K
Wellington Shields Capital Management, LLC 0.02% No change 1,562 $130K
Stuart Chaussee & Associates, Inc. 0.03% No change 1,537 $128K
LGT Financial Advisors LLC 0.27% Add +21328.6% 1,500 $125K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.07% Add +114.3% 1,500 $125K
Operose Advisors LLC 0.03% Add +35.3% 1,484 $124K
MTM Investment Management, LLC 0.04% Reduce -3.3% 1,479 $124K
Trust Co 0.01% Reduce -3.2% 1,471 $123K
AlphaCore Capital LLC 0.00% Add +21.0% 1,399 $117K
Vestor Capital, LLC 0.01% Add +62.5% 1,300 $109K
Cape Investment Advisory, Inc. 0.11% Reduce -35.3% 1,302 $109K
Granite FO LLC 0.06% No change 1,300 $109K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% Reduce -1.9% 1,296 $108K
Legacy Bridge, LLC 0.04% Reduce -11.5% 1,284 $107K
Broadwater Capital Management LLC 0.08% Reduce -99.2% 1,255 $105K
Peterson Wealth Services 0.03% Add +307.4% 4,608 $103K
Asset Planning,Inc 0.07% Add +1.3% 1,219 $102K
Essential Partners LLC 0.03% Reduce -80.7% 1,217 $102K
McIlrath & Eck, LLC 0.01% Add +6.3% 1,210 $101K
Concord Wealth Partners 0.01% Reduce -24.9% 1,171 $98K
Bruce G. Allen Investments, LLC 0.07% Reduce -8.9% 1,161 $97K
IAG Wealth Partners, LLC 0.01% Add +0.9% 1,158 $97K
Capula Management Ltd 0.00% Reduce -20.6% 1,158 $97K
Adirondack Trust Co. 0.03% Reduce -10.3% 1,138 $95K
First Community Trust NA 0.07% No change 1,129 $94K
Quintet Private Bank (Europe) S.A. 0.01% No change 1,125 $94K
Bellevue Asset Management, LLC 0.04% Add +5.2% 1,113 $93K
Transamerica Financial Advisors, LLC 0.01% Add +7280.0% 1,107 $92K
Strategic Wealth Partners, Ltd. 0.01% Reduce -3.1% 1,083 $90K
Tamar Securities, LLC 0.01% Reduce -6.5% 1,045 $87K
Rise Advisors, LLC 0.03% Add +1.2% 1,043 $87K
LRI Investments, LLC 0.01% Add +28.2% 1,041 $87K
Crews Bank & Trust 0.01% Reduce -44.2% 1,023 $85K
Aviso Financial Inc. 0.00% No change 1,020 $85K
Luken Investment Analytics, LLC 0.03% No change 1,019 $85K
Raleigh Capital Management Inc. 0.03% Reduce -85.4% 1,015 $85K
Root Financial Partners, LLC 0.01% New 1,002 $84K
Financiere des Professionnels - Fonds d'investissement inc. 0.00% No change 1,000 $84K
Key Financial Inc 0.02% Add +5.8% 973 $82K
Silvant Capital Management LLC 0.00% No change 958 $80K
Shell Asset Management Co. 0.01% Reduce -66.9% 947 $79K
Cary Street Partners Investment Advisory LLC 0.03% Reduce -22.9% 935 $78K
MilWealth Group LLC 0.02% No change 917 $77K
BankPlus Trust Department 0.02% Reduce -13.1% 917 $77K
Davis Capital Management 0.05% — 871 $73K
Harbor Investment Advisory, LLC 0.01% Reduce -55.3% 854 $71K
General Partner, Inc. 0.04% No change 842 $70K
Salomon & Ludwin, LLC 0.01% Add +217.0% 802 $70K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 830 $69K
American Capital Advisory, LLC 0.03% Add +1.7% 820 $68K
AdvisorNet Financial, Inc 0.00% Reduce -11.1% 818 $68K
Medallion Wealth Advisors, LLC 0.02% Add +33.4% 810 $68K
Inlight Wealth Management, LLC 0.03% No change 807 $67K
Evelyn Partners Investment Management Services Ltd 0.01% New 805 $67K
LOM Asset Management Ltd 0.02% Reduce -67.7% 801 $67K
Plante Moran Financial Advisors, LLC 0.00% No change 800 $67K
Corundum Trust Company, INC 0.14% New 796 $66K
Hazlett, Burt & Watson, Inc. 0.02% Reduce -24.7% 791 $65K
Kimelman & Baird, LLC 0.00% Reduce -99.5% 742 $62K
MCF Advisors LLC 0.00% Reduce -34.0% 688 $57K
IMG Wealth Management, Inc. 0.04% No change 672 $56K
IMA Advisory Services, Inc. 0.01% Add +34.6% 669 $56K
Toth Financial Advisory Corp. 0.01% Add +0.6% 658 $55K
Tompkins Financial Corp. 0.00% Reduce -20.5% 656 $55K
Redwood Park Advisors LLC 0.04% Add +0.3% 655 $55K
Quent Capital, LLC 0.00% New 654 $55K
Clark Wealth Partners 0.03% Add +414.9% 551 $55K
Beaird Harris Wealth Management, LLC 0.00% No change 645 $54K
Bogart Wealth, LLC 0.00% Reduce -17.8% 645 $54K
Generali Investments, Management Co LLC 0.01% No change 634 $53K
Texas Capital Bancshares Inc 0.02% New 618 $52K
Pinney & Scofield, Inc. 0.03% Add +47.1% 615 $51K
Mark Sheptoff Financial Planning, LLC 0.02% Add +9.1% 600 $50K
Webster Bank, N. A. 0.00% Reduce -31.0% 598 $50K
Nemes Rush Group LLC 0.00% Reduce -2.6% 595 $50K
Capital Advisors, Ltd. LLC 0.01% Reduce -29.8% 540 $45K
North Capital, Inc. 0.03% Reduce -5.1% 536 $45K
South Plains Financial, Inc. 0.03% Reduce -58.0% 535 $45K
CNB Bank 0.02% Add +146.9% 526 $44K
TFC Financial Management, Inc. 0.01% Reduce -1.9% 524 $44K
REAP Financial Group, LLC 0.01% Add +7.0% 517 $43K
Chesapeake Asset Management LLC 0.04% Reduce -34.1% 515 $43K
Caitong International Asset Management Co., Ltd 0.03% Add +163.5% 498 $42K
WPG Advisers, LLC 0.03% Add +47.7% 486 $41K
Rossby Financial, LCC 0.01% Add +8.1% 481 $41K
Wolff Wiese Magana LLC 0.02% Reduce -96.3% 479 $40K
SWAN Capital LLC 0.02% Add +1.7% 472 $39K
Fairscale Capital, LLC 0.03% No change 466 $39K
Grove Bank & Trust 0.00% Reduce -77.0% 464 $39K
True Wealth Design, LLC 0.01% Reduce -34.4% 461 $39K
Winch Advisory Services, LLC 0.01% Add +37.4% 456 $38K
Pinnacle Holdings, LLC 0.01% No change 445 $37K
Clearstead Trust, LLC 0.01% Reduce -8.8% 433 $36K
Avion Wealth 0.01% Add +284.1% 434 $36K
Canton Hathaway, LLC 0.01% No change 425 $36K
New England Capital Financial Advisors LLC 0.02% No change 429 $36K
Pacific Center for Financial Services 0.01% No change 425 $36K
Centerpoint Advisors, LLC 0.01% Add +1.0% 418 $35K
Abound Wealth Management 0.01% Reduce -1.2% 405 $34K
Essex Investment Management Co. LLC 0.01% No change 404 $34K
Ramirez Asset Management, Inc. 0.00% No change 400 $33K
GW&K Investment Management, LLC 0.00% Add +6.8% 390 $33K
Hilltop National Bank 0.01% No change 383 $32K
Lavaca Capital LLC 0.01% Reduce -71.1% 380 $32K
JNBA Financial Advisors 0.00% Add +5.6% 379 $32K
Physician Wealth Advisors, Inc. 0.00% Add +76.5% 376 $31K
Graney & King, LLC 0.02% Add +15.7% 375 $31K
Atlantic Edge Private Wealth Management, LLC 0.01% Add +1.6% 374 $31K
Joseph Group Capital Management 0.01% Add +10.6% 365 $30K
S&T Bank 0.01% Reduce -2.9% 364 $30K
RMG Wealth Management LLC 0.00% No change 344 $30K
Albion Financial Group 0.00% Reduce -98.8% 360 $30K
DT Investment Partners, LLC 0.00% Reduce -12.3% 357 $30K
Evermay Wealth Management LLC 0.00% Reduce -34.6% 355 $30K
Alpine Bank Wealth Management 0.00% Add +1.7% 353 $29K
Richardson Capital Management LLC 0.01% No change 350 $29K
First United Bank & Trust 0.01% Reduce -5.5% 345 $29K
Evelyn Partners Investment Management LLP 0.00% No change 337 $28K
ESL Trust Services, LLC 0.01% Add +11.7% 335 $28K
Pingora Partners LLC 0.02% No change 335 $28K
Winnacle Wealth LLC 0.02% Reduce -97.8% 332 $28K
Salem Investment Counselors Inc. 0.00% Reduce -35.8% 324 $27K
Acadian Asset Management LLC 0.00% Reduce -98.3% 326 $26K
Pacifica Partners Inc. 0.01% Reduce -35.2% 307 $26K
Tidemark, LLC 0.01% Add +1.6% 310 $26K
Byrne Asset Management LLC 0.02% Reduce -30.4% 305 $25K
NFSG Corp 0.00% Reduce -17.0% 303 $25K
Financial Network Wealth Advisors LLC 0.03% Add +23.6% 299 $25K
Sachetta, LLC 0.01% Reduce -79.0% 295 $25K
Painted Porch Advisors LLC 0.01% No change 291 $24K
Vermillion & White Wealth Management Group, LLC 0.01% No change 288 $24K
Ogorek Anthony Joseph /NY/ 0.01% Add +21.6% 293 $24K
FSA Wealth Management LLC 0.01% No change 285 $24K
Hopwood Financial Services, Inc. 0.02% Add +0.7% 284 $24K
Raffa Wealth Management, LLC 0.00% Add +5.6% 281 $23K
Financial Gravity Asset Management, Inc. 0.00% — 279 $23K
Tsfg, LLC 0.00% Add +0.4% 274 $23K
IFS Advisors, LLC 0.01% No change 274 $23K
Core Alternative Capital 0.01% Reduce -22.9% 273 $23K
Founders Capital Management 0.01% No change 270 $23K
Hurley Capital, LLC 0.01% Reduce -97.0% 267 $22K
Financial Perspectives, Inc 0.01% Add +0.4% 255 $21K
Glass Jacobson Investment Advisors llc 0.01% No change 252 $21K
Citizens National Bank Trust Department 0.00% No change 250 $21K
Piscataqua Savings Bank 0.02% No change 250 $21K
Evelyn Partners Investment Management (Europe) Ltd 0.01% No change 250 $21K
Kennebec Savings Bank 0.02% No change 247 $21K
VSM Wealth Advisory, LLC 0.01% Reduce -60.7% 243 $20K
Marshall & Sterling Wealth Advisors Inc. 0.01% Reduce -4.7% 241 $20K
Valley National Advisers Inc. 0.00% Add +160.9% 240 $20K
Aventus Investment Advisors, Inc. 0.02% No change 238 $20K
Gen-Wealth Partners Inc 0.01% Add +8.8% 236 $20K
Missouri Trust & Investment Co 0.01% Reduce -51.5% 235 $20K
Saranac Partners Ltd 0.00% New 230 $19K
Millstone Evans Group, LLC 0.01% Reduce -28.6% 232 $19K
SJS Investment Consulting Inc. 0.00% Add +1684.6% 232 $19K
MV Capital Management, Inc. 0.00% Reduce -16.7% 225 $19K
Stephens Consulting, LLC 0.01% Reduce -11.5% 223 $19K
Fourth Dimension Wealth, LLC 0.01% Reduce -4.0% 216 $18K
Consultiva Wealth Management, Corp. 0.05% No change 215 $18K
Evolution Wealth Management Inc. 0.02% New 211 $18K
Front Row Advisors LLC 0.01% No change 210 $18K
Foster Dykema Cabot & Partners, LLC 0.00% Add +40.0% 210 $18K
ORG Partners LLC 0.00% Add +2.0% 205 $17K
TruNorth Capital Management, LLC 0.00% No change 202 $17K
West Branch Capital LLC 0.00% Add +11.1% 200 $17K
Security National Bank 0.00% No change 200 $17K
Quaker Wealth Management, LLC 0.01% Add +3.1% 198 $17K
Tobam 0.01% No change 193 $16K
Morton Brown Family Wealth, LLC 0.00% Reduce -34.1% 182 $15K
Red Tortoise LLC 0.01% Add +1.8% 170 $14K
Aventura Private Wealth, LLC 0.01% Reduce -13.8% 168 $14K
Tripletail Wealth Management, LLC 0.02% New 161 $14K
Creekmur Asset Management LLC 0.00% No change 167 $14K
Activest Wealth Management 0.00% Reduce -4.0% 167 $14K
Thompson Investment Management, Inc. 0.00% Add +48.6% 162 $14K
Dunhill Financial, LLC 0.00% Reduce -39.8% 162 $14K
Howard Hughes Medical Institute 0.01% No change 158 $13K
WealthCollab, LLC 0.01% No change 155 $13K
WFA of San Diego, LLC 0.01% No change 155 $13K
TD Capital Management LLC 0.00% Reduce -28.8% 153 $13K
Zions Bancorporation, National Association 0.00% Reduce -99.5% 151 $13K
Cromwell Holdings LLC 0.01% Reduce -93.7% 147 $12K
Cranbrook Wealth Management, LLC 0.00% New 147 $12K
Coston, McIsaac & Partners 0.00% Add +0.7% 153 $12K
Bfsg, LLC 0.00% No change 140 $12K
HighMark Wealth Management LLC 0.01% Add +40.4% 139 $12K
Proffitt & Goodson Inc. 0.00% New 139 $12K
Cedar Mountain Advisors, LLC 0.00% Add +95.7% 137 $11K
Westside Investment Management, Inc. 0.00% Reduce -85.8% 136 $11K
Prestige Wealth Management Group LLC 0.00% Reduce -12.3% 135 $11K
SIMA Wealth Partners, LLC 0.01% Add +19.6% 134 $11K
Avalon Trust Co 0.00% No change 134 $11K
Princeton Global Asset Management LLC 0.00% No change 133 $11K
Hemington Wealth Management 0.00% Reduce -50.9% 139 $11K
DB Fitzpatrick & Co, Inc 0.01% No change 129 $11K
Financial Freedom, LLC 0.01% No change 125 $10K
Addison Advisors LLC 0.00% Reduce -90.0% 120 $10K
Investment Research & Advisory Group, Inc. 0.00% No change 100 $10K
American National Bank & Trust 0.00% Reduce -96.8% 111 $9K
Mma Asset Management LLC 0.00% New 111 $9K
Curio Wealth, LLC 0.00% No change 110 $9K
Elevation Wealth Partners, LLC 0.00% Add +55.7% 109 $9K
Hager Investment Management Services, LLC 0.00% No change 105 $9K
AllSquare Wealth Management LLC 0.00% No change 104 $9K
Horizon Financial Services, LLC 0.00% Add +13.3% 102 $9K
Global Trust Asset Management, LLC 0.00% Reduce -58.3% 100 $8K
Advantage Trust Co 0.00% Reduce -83.3% 100 $8K
Marquette Asset Management, LLC 0.00% Add +253.6% 99 $8K
Highline Wealth Partners LLC 0.00% Add +10.3% 96 $8K
Burkett Financial Services, LLC 0.00% Add +2.1% 96 $8K
Meeder Asset Management Inc. 0.00% Add +3.3% 94 $8K
Legacy Wealth Managment, LLC 0.00% New 88 $7K
YANKCOM Partnership 0.00% Reduce -2.4% 83 $7K
Crewe Advisors LLC 0.00% Reduce -64.8% 83 $7K
Cornerstone Planning Group LLC 0.00% Reduce -75.5% 56 $7K
Westfuller Advisors, LLC 0.00% New 82 $7K
Flagship Wealth Advisors, LLC 0.00% New 82 $7K
Bare Financial Services, Inc 0.00% Add +15.7% 81 $7K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -97.7% 76 $6K
Rosenberg Matthew Hamilton 0.00% Reduce -90.1% 75 $6K
Financial Management Professionals, Inc. 0.00% Add +1775.0% 75 $6K
Hughes Financial Services, LLC 0.00% Reduce -19.3% 67 $6K
Eukles Asset Management 0.00% No change 73 $6K
Evolution Advisers, Inc. 0.00% No change 79 $6K
Kilter Group LLC 0.00% Reduce -40.8% 71 $6K
Gould Capital, LLC 0.00% No change 70 $6K
First Command Advisory Services, Inc. 0.00% Reduce -59.3% 70 $6K
Nalls Sherbakoff Group, LLC 0.00% Add +2.9% 70 $6K
Union Bancaire Privee, UBP SA 0.00% No change 68 $6K
Strategic Advocates LLC 0.00% New 68 $6K
Field & Main Bank 0.00% Reduce -82.9% 65 $5K
Bell Investment Advisors, Inc 0.00% Reduce -71.9% 64 $5K
Kozak & Associates, Inc. 0.00% Add +1.9% 54 $5K
FNY Investment Advisers, LLC 0.00% Reduce -79.5% 71 $5K
Boyd Watterson Asset Management LLC 0.00% Reduce -26.0% 57 $5K
Pineridge Advisors LLC 0.00% Add +1.9% 53 $4K
Luminist Capital LLC 0.00% No change 50 $4K
Carolina Wealth Advisors, LLC 0.00% No change 50 $4K
Centennial Bank 0.00% No change 50 $4K
Kings Path Partners LLC 0.00% New 50 $4K
CGC Financial Services, LLC 0.00% No change 50 $4K
Moisand Fitzgerald Tamayo, LLC 0.00% Reduce -55.4% 50 $4K
1620 Investment Advisors, Inc. 0.00% No change 48 $4K
Kelleher Financial Advisors 0.00% New 48 $4K
Quest 10 Wealth Builders, Inc. 0.00% Add +2.1% 48 $4K
Cloud Capital Management, LLC 0.00% New 54 $4K
GPS Wealth Strategies Group, LLC 0.00% Reduce -59.1% 47 $4K
Guerra Advisors Inc 0.00% New 47 $4K
Howard Capital Management Group, LLC 0.00% No change 46 $4K
Signature Resources Capital Management, LLC 0.00% No change 45 $4K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -81.0% 44 $4K
Valued Wealth Advisors LLC 0.00% Reduce -70.3% 44 $4K
Halbert Hargrove Global Advisors, LLC 0.00% New 40 $3K
Estabrook Capital Management 0.00% No change 40 $3K
Smallwood Wealth Investment Management, LLC 0.00% No change 39 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +84.2% 35 $3K
Caitlin John, LLC 0.00% New 34 $3K
Principia Wealth Advisory, LLC 0.00% Add +10.0% 33 $3K
Newton One Investments LLC 0.00% Add +3.1% 33 $3K
Tortoise Investment Management, LLC 0.00% Reduce -43.9% 32 $3K
Dogwood Wealth Management LLC 0.00% Reduce -40.4% 31 $3K
Cedar Wealth Management, LLC 0.00% No change 31 $3K
Northwest Capital Management Inc 0.00% No change 30 $3K
First Financial Corp. 0.00% No change 29 $2K
Wealth Watch Advisors, INC 0.00% New 27 $2K
Trifecta Capital Advisors, LLC 0.00% No change 25 $2K
Nova Wealth Management, Inc. 0.00% Add +212.5% 25 $2K
Mb, Levis & Associates, LLC 0.00% No change 25 $2K
Lowe Wealth Advisors, LLC 0.00% No change 25 $2K
Abich Financial Wealth Management LLC 0.00% — 25 $2K
Wealth Preservation Advisors, LLC 0.00% Reduce -57.9% 24 $2K
Financial Connections Group, Inc. 0.00% Reduce -68.4% 31 $2K
Private Wealth Management Group, LLC 0.00% Reduce -77.5% 23 $2K
Gleason Group, Inc. 0.00% Reduce -99.7% 22 $2K
Holos Integrated Wealth LLC 0.00% No change 22 $2K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 21 $2K
C M Bidwell & Associates Ltd. 0.00% New 20 $2K
Atwood & Palmer Inc. 0.00% No change 20 $2K
1 North Wealth Services LLC 0.00% No change 19 $2K
Aspect Partners, LLC 0.00% Reduce -29.6% 19 $2K
Hara Capital LLC 0.00% No change 18 $2K
PayPay Securities Corp 0.05% Reduce -10.0% 18 $1K
Main Street Group, LTD 0.00% No change 16 $1K
Nvwm, LLC 0.00% No change 15 $1K
JPL Wealth Management, LLC 0.00% New 13 $1K
ROSS\JOHNSON & Associates LLC 0.02% No change 13 $1K
HFM Investment Advisors, LLC 0.00% Add +8.3% 13 $1K
Hanson & Doremus Investment Management 0.00% Reduce -98.5% 10 $1K
Game Plan Financial Advisors, LLC 0.00% No change 11 $919
Dakota Community Bank & Trust NA 0.00% No change 10 $835
Jackson, Grant Investment Advisers, Inc. 0.00% Reduce -95.8% 10 $835
Rialto Wealth Management, LLC 0.00% Reduce -92.9% 8 $669
KERR FINANCIAL PLANNING Corp 0.00% — 7 $665
Turning Point Benefit Group, Inc. 0.00% New 5 $422
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 5 $418
Seneschal Advisors, LLC 0.00% New 4 $335
High Note Wealth, LLC 0.00% Add +100.0% 4 $334
Stone House Investment Management, LLC 0.00% Reduce -42.9% 4 $292
Cherry Tree Wealth Management, LLC 0.00% No change 3 $251
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 3 $215
CKW Financial Group 0.00% No change 5 $0
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.