United Parcel Service Class BUPS

13F holders, Q4 2025 (December 31)
2,123holders +176
219new positions
141sold out
12famous investors
$99.27avg. 13F price*

At the end of Q4 2025, 2,123 institutions reported holding United Parcel Service Class B (UPS) in their 13F filings, up 176 from Q3 2025. 219 opened new positions and 141 sold out. The largest holders were Vanguard Group Inc. ($6.8B), BlackRock, Inc. ($5.0B) and State Street Corp. ($3.2B). 12 famous investors held it, including Bill Miller (3.0% of Miller Value Partners's portfolio), Cliff Asness (0.3% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions219$459.6M
Exits141$262.1M

All 13F filers, Q3 2025 → Q4 2025: 48,874,995 shares bought and 25,944,593 shares sold, net +22,930,402 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,123 holders

Vanguard Group Inc. 0.10% Add +1.8% 68,496,420 $6.8B
BlackRock, Inc. 0.09% Add +4.8% 50,501,214 $5.0B
State Street Corp. 0.11% Add +3.3% 32,092,627 $3.2B
FMR LLC 0.14% Add +36.9% 28,009,332 $2.8B
Charles Schwab Investment Management Inc. 0.42% Add +3.3% 27,142,759 $2.7B
Geode Capital Management, LLC 0.11% Add +1.4% 17,154,091 $1.7B
Victory Capital Management Inc. 0.78% Add +72.9% 13,818,314 $1.4B
Norges Bank 0.10% — 9,098,158 $902.4M
Morgan Stanley 0.05% Reduce -22.1% 8,328,551 $826.1M
Bank of America Corp. 0.06% Reduce -31.1% 7,891,472 $782.8M
Northern Trust Corp. 0.09% Add +1.6% 7,236,102 $717.7M
UBS Group AG 0.14% Reduce -4.7% 7,163,038 $710.5M
Invesco Ltd. 0.06% Reduce -5.5% 6,353,288 $630.2M
Goldman Sachs Group Inc. 0.09% Add +45.4% 6,278,667 $622.8M
AQR Capital Management 0.27% Add +175.7% 5,200,135 $515.8M
Royal Bank of Canada 0.09% Add +3.9% 4,951,374 $491.1M
Dimensional Fund Advisors LP 0.10% Reduce -6.0% 4,765,980 $472.8M
Bank of New York Mellon Corp 0.08% Add +1.5% 4,541,742 $450.5M
Nordea Investment Management AB 0.37% Add +1.0% 4,284,342 $426.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Add +1.2% 4,247,725 $421.3M
Legal & General Group Plc 0.09% Reduce -1.9% 4,132,359 $409.9M
T. Rowe Price Associates Inc. 0.04% Reduce -7.2% 4,092,370 $405.9M
Arrowstreet Capital, Limited Partnership 0.23% Reduce -1.1% 3,952,822 $392.1M
Van Eck Associates Corp. 0.31% Add +2.5% 3,743,860 $371.4M
Pacer Advisors, Inc. 0.86% Add +507.8% 3,244,234 $321.8M
Amundi 0.09% Add +56.9% 2,857,643 $283.4M
JPMorgan Chase & Co. 0.02% Reduce -40.4% 2,798,313 $277.6M
Deutsche Bank AG 0.09% Reduce -8.7% 2,702,474 $268.1M
Raymond James Financial Inc. 0.08% Add +6.1% 2,679,913 $265.9M
First Trust Advisors LP 0.19% Reduce -3.0% 2,642,691 $262.1M
Wells Fargo & Company 0.04% Reduce -6.2% 2,166,630 $214.9M
Primecap Management Co. 0.16% Reduce -5.1% 2,146,931 $213.0M
National Pension Service 0.15% Add +8.3% 2,075,810 $205.9M
Stifel Financial Corp. 0.18% Reduce -3.6% 2,066,863 $205.0M
Swiss National Bank 0.12% Reduce -4.6% 2,017,100 $200.1M
Citadel Advisors 0.13% Add +272.3% 1,966,634 $195.1M
Capital World Investors 0.03% Add +0.4% 1,943,264 $192.8M
Sumitomo Mitsui Trust Group, Inc. 0.11% Reduce -2.2% 1,846,846 $183.2M
Manning & Napier Advisors LLC 2.36% New 1,826,084 $182.0M
Nuveen, LLC 0.05% Reduce -0.4% 1,809,975 $179.5M
FineMark National Bank & Trust 5.28% Reduce -0.5% 1,706,226 $169.2M
Franklin Resources Inc. 0.04% Add +45.6% 1,625,869 $161.3M
Allianz Asset Management GmbH 0.18% Add +2.1% 1,625,111 $161.2M
American Century Companies Inc. 0.08% Add +11.8% 1,619,255 $160.6M
Barclays PLC 0.06% Reduce -20.6% 1,616,032 $160.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.11% Add +5.6% 1,553,142 $156.9M
HSBC Holdings PLC 0.09% Reduce -4.5% 1,566,554 $155.5M
Artisan Partners Limited Partnership 0.23% Add +2.9% 1,546,991 $153.4M
Equity Investment Corp. 3.09% Add +2.8% 1,541,675 $152.9M
California Public Employees Retirement System 0.08% Reduce -6.3% 1,492,035 $148.0M
LPL Financial LLC 0.04% Reduce -11.4% 1,482,946 $147.1M
Renaissance Technologies 0.22% Add +160.0% 1,403,300 $139.2M
Ameriprise Financial Inc. 0.03% Reduce -5.6% 1,332,516 $132.3M
Rhumbline Advisers 0.10% Reduce -0.8% 1,253,446 $124.3M
BNP Paribas Financial Markets 0.08% Add +107.6% 1,206,747 $119.7M
Empower Advisory Group, LLC 0.30% Add +3.1% 1,114,786 $110.6M
Envestnet Asset Management Inc. 0.03% Add +9.9% 1,095,447 $108.7M
Maj Invest Holding A/S 5.03% Add +10.6% 1,090,951 $108.2M
Cullen Capital Management, LLC 1.17% Reduce -22.5% 1,081,467 $107.3M
PNC Financial Services Group, Inc. 0.06% Reduce -0.4% 1,078,958 $107.0M
Citigroup Inc. 0.07% Add +42.5% 1,072,810 $106.4M
Assenagon Asset Management S.A. 0.16% Add +155.9% 1,071,487 $106.3M
Toronto Dominion Bank 0.19% Add +248.2% 1,050,498 $104.2M
Swiss Life Asset Management Ltd 0.52% Reduce -14.3% 1,031,331 $102.3M
Spirepoint Private Client, LLC 9.73% Reduce -0.3% 1,026,359 $101.8M
Crawford Investment Counsel Inc. 1.67% Add +2.3% 1,008,714 $100.1M
Alliancebernstein L.P. 0.03% Add +10.6% 982,218 $97.4M
Clifford Swan Investment Counsel LLC 3.19% Reduce -0.6% 970,588 $96.3M
Jane Street Group, LLC 0.11% Reduce -32.4% 887,852 $88.1M
California State Teachers Retirement System 0.09% Reduce -0.3% 879,980 $87.3M
Bank of Montreal 0.04% Reduce -1.4% 870,745 $86.4M
Susquehanna International Group, LLP 0.12% Add +66.9% 866,738 $86.0M
HighTower Advisors, LLC 0.09% Reduce -7.4% 863,453 $85.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.14% Add +15.7% 847,839 $85.0M
DAVENPORT & Co LLC 0.45% Reduce -6.2% 838,969 $83.3M
Merit Financial Group, LLC 0.66% Reduce -1.3% 827,666 $82.1M
OpenArc Corporate Advisory, LLC 1.35% — 823,453 $81.7M
Mirae Asset Global Investments Co., Ltd. 0.23% Add +0.7% 822,478 $81.6M
Principal Financial Group Inc. 0.04% Add +3.6% 815,283 $80.9M
Wealth Enhancement Advisory Services, LLC 0.11% Add +1.9% 753,260 $79.3M
New York State Common Retirement Fund 0.10% Reduce -0.8% 793,132 $78.7M
Accredited Investors Inc. 4.13% No change 783,700 $77.7M
Mariner, LLC 0.09% Reduce -11.2% 757,929 $75.2M
BBR Partners, LLC 4.01% Reduce -0.3% 754,275 $74.8M
National Bank of Canada 0.08% Add +134.7% 744,731 $73.9M
Drexel Morgan & Co. 11.06% Add +0.4% 712,440 $70.7M
Wellington Management Group LLP 0.01% Add +2.6% 711,804 $70.6M
Manufacturers Life Insurance Company, The 0.06% Reduce -63.6% 683,466 $67.8M
Millennium Management 0.05% Reduce -38.0% 674,456 $66.9M
Macquarie Group Ltd. 0.28% Add +1.6% 652,272 $64.7M
State Board of Administration of Florida Retirement System 0.11% Reduce -1.0% 645,794 $64.1M
Commonwealth Equity Services, LLC 0.09% Reduce -3.6% 642,748 $63.8M
Jones Financial Companies LLLP 0.04% Add +13.3% 630,801 $62.6M
Adage Capital Partners Gp, L.L.C. 0.09% Add +19.3% 613,000 $60.8M
Bank Julius Baer & Co. Ltd, Zurich 0.17% Reduce -0.8% 610,302 $60.6M
D. E. Shaw & Co. 0.05% Reduce -35.4% 609,376 $60.4M
Caisse de depot et placement du Quebec 0.10% Add +44.6% 600,000 $59.5M
Aviva PLC 0.10% Add +5.7% 598,351 $59.4M
New York State Teachers Retirement System 0.11% Reduce -5.4% 593,728 $58.9M
Prudential Financial Inc. 0.07% Reduce -37.7% 568,922 $56.4M
Nomura Asset Management International Inc. 0.08% — 552,945 $54.8M
Squarepoint Ops LLC 0.11% Reduce -55.8% 541,407 $53.7M
Danske Bank A/S 0.12% Add +53.9% 540,815 $53.6M
Epoch Investment Partners, Inc. 0.30% Reduce -3.6% 536,276 $53.2M
Worldquant Millennium Advisors LLC 0.21% Add +8.5% 534,372 $53.0M
CIBC Private Wealth Group LLC 0.09% Reduce -10.4% 531,179 $52.7M
STRS Ohio 0.20% Add +7.5% 529,126 $52.5M
Ensign Peak Advisors, Inc 0.09% Reduce -9.3% 528,166 $52.4M
Janney Montgomery Scott LLC 0.12% Reduce -3.9% 523,160 $51.9M
PFA Pension, Forsikringsaktieselskab 0.15% — 519,258 $51.7M
Cerity Partners LLC 0.08% Add +27.8% 521,361 $51.7M
Cetera Investment Advisers 0.06% Add +1.2% 510,466 $50.6M
Healthcare of Ontario Pension Plan Trust Fund 0.09% Reduce -55.5% 507,213 $50.3M
TCW Group Inc. 0.35% Add +138.0% 488,847 $48.5M
Aberdeen Group plc 0.07% Add +4.0% 488,635 $48.5M
DekaBank Deutsche Girozentrale 0.08% No change 275,038 $44.8M
Nomura Asset Management Co. Ltd. 0.11% Add +4.0% 435,126 $43.2M
Korea Investment CORP 0.08% Add +220.1% 432,248 $42.9M
Russell Investments Group, Ltd. 0.05% Add +15.9% 427,520 $42.4M
GMO 0.11% Add +1.3% 427,383 $42.4M
US Bancorp \de 0.05% Reduce -5.6% 420,682 $41.7M
CANADA LIFE ASSURANCE Co 0.07% Reduce -17.7% 418,265 $41.5M
Canada Pension Plan Investment Board 0.03% Add +202.7% 415,726 $41.2M
Old Republic International Corp. 1.65% No change 411,400 $40.8M
Mitsubishi UFJ Trust & Banking Corp 0.10% Add +25.9% 406,578 $40.3M
Handelsbanken Fonder AB 0.12% Add +11.2% 404,185 $40.1M
Pictet Asset Management Holding SA 0.04% Reduce -7.0% 399,308 $39.6M
TD Asset Management Inc 0.03% Add +9.2% 397,182 $39.4M
State of Wisconsin Investment Board 0.09% Reduce -1.4% 395,800 $39.3M
Baird Financial Group, Inc. 0.06% Reduce -29.9% 387,866 $38.5M
Chevy Chase Trust Holdings, LLC 0.10% Reduce -1.4% 386,847 $38.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Reduce -2.2% 381,492 $37.8M
RNC Capital Management LLC 1.71% Reduce -14.7% 379,168 $37.6M
Boston Trust Walden Corp 0.28% Reduce -7.1% 368,814 $36.6M
Hollencrest Capital Management 1.27% Reduce -0.1% 368,672 $36.6M
Cacti Asset Management LLC 2.18% Reduce -2.3% 361,570 $36.0M
Asset Management One Co., Ltd. 0.10% Add +11.8% 357,970 $35.7M
Letko, Brosseau & Associates Inc. 0.58% Add +5.3% 358,175 $35.5M
Vaughan David Investments LLC 0.74% Reduce -3.7% 344,274 $34.1M
Manchester Capital Management LLC 4.61% Reduce -10.6% 341,236 $33.8M
Swedbank AB 0.03% Add +0.1% 337,751 $33.5M
Royal London Asset Management Ltd. 0.07% Add +0.5% 335,594 $33.3M
Sei Investments Co. 0.03% Add +30.5% 334,514 $33.2M
DNB Asset Management AS 0.12% Add +14.7% 332,622 $33.0M
Focus Partners Wealth 0.04% Add +17.2% 332,793 $32.9M
Quantinno Capital Management LP 0.07% Add +46.8% 328,798 $32.6M
Kestra Advisory Services, LLC 0.13% Add +7.8% 326,732 $32.4M
Advisors Asset Management, Inc. 0.54% Add +10.0% 323,285 $32.1M
Osaic Holdings, Inc. 0.05% Reduce -16.1% 323,014 $32.1M
Creative Planning 0.02% Add +30.7% 317,256 $31.5M
Public Employees Retirement System of Ohio 0.10% Add +1.1% 312,152 $31.0M
CFO4Life Group, LLC 4.41% Reduce -0.1% 311,760 $30.9M
Treasurer of the State of North Carolina 0.10% Reduce -6.8% 307,541 $30.5M
Saturna Capital Corp. 0.40% Reduce -0.1% 305,245 $30.3M
Graham Capital Management, L.P. 1.47% Add +1271.3% 301,414 $29.9M
Masters Capital Management LLC 4.12% No change 300,000 $29.8M
Cwm, LLC 0.08% Add +49.4% 297,357 $29.5M
Ieq Capital, LLC 0.09% Add +386.1% 297,057 $29.5M
Centric Wealth Management 6.11% Reduce -12.5% 262,326 $28.9M
Gotham Asset Management 0.10% Add +16.6% 287,245 $28.5M
Mn Services Vermogensbeheer B.V. 0.17% Add +2.8% 285,066 $28.3M
Truist Financial Corp. 0.04% Reduce -11.6% 282,405 $28.0M
SG Americas Securities, LLC 0.04% Reduce -36.8% 277,095 $27.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +89.0% 276,737 $27.5M
Walleye Capital LLC 0.17% Add +116.6% 275,765 $27.4M
Alps Advisors Inc. 0.16% Reduce -13.4% 273,463 $27.1M
KLP Kapitalforvaltning As 0.10% Add +2.7% 270,493 $26.8M
South Dakota Investment Council 0.51% Add +0.1% 270,350 $26.8M
Deprince Race & Zollo Inc. 0.51% Add +1.6% 268,346 $26.6M
Marshall Wace, LLP 0.03% Reduce -3.4% 263,319 $26.1M
Corient Private Wealth LP 0.03% Add +104.9% 252,748 $25.1M
State of New Jersey Common Pension Fund D 0.09% Reduce -0.9% 251,482 $24.9M
Voya Investment Management LLC 0.03% Reduce -11.2% 246,912 $24.5M
RiverFront Investment Group, LLC 0.40% Add +937.9% 245,564 $24.4M
Storebrand Asset Management As 0.06% Reduce -7.3% 242,962 $24.1M
Lansforsakringar Fondforvaltning AB (publ) 0.12% Add +4.0% 241,105 $23.9M
NewEdge Advisors, LLC 0.09% Add +35.5% 240,942 $23.9M
Resona Asset Management Co.,Ltd. 0.11% Reduce -4.2% 237,909 $23.6M
Oppenheimer Asset Management Inc. 0.29% Reduce -13.2% 237,543 $23.6M
Trexquant Investment LP 0.21% New 236,152 $23.4M
Cambridge Investment Research Advisors, Inc. 0.06% Add +2.8% 234,286 $23.2M
CapWealth Advisors, LLC 1.94% Add +2.9% 222,506 $22.1M
Guggenheim Capital LLC 0.16% Reduce -5.1% 221,948 $22.0M
Nexus Investment Management ULC 2.99% Add +1.6% 221,491 $22.0M
Jain Global LLC 0.22% New 220,434 $21.9M
Fidelity National Financial, Inc. 0.66% No change 220,000 $21.8M
Capital CS Group, LLC 34.45% Reduce -1.3% 219,231 $21.7M
State of Michigan Retirement System 0.11% Add +3.3% 218,414 $21.7M
Hancock Whitney Corp. 0.38% Reduce -5.3% 213,658 $21.2M
Raiffeisen Bank International AG 0.27% Add +6093.9% 212,389 $21.1M
Clarkston Capital Partners, LLC 0.49% Reduce -0.2% 211,592 $21.0M
Waverly Advisors, LLC 0.17% Add +24.8% 210,665 $20.9M
Willis Investment Counsel 1.08% Reduce -8.0% 210,373 $20.9M
Arizona State Retirement System 0.11% Reduce -3.6% 206,639 $20.5M
Rockefeller Capital Management L.P. 0.04% Add +1.3% 205,762 $20.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.14% Add +336.2% 203,935 $20.2M
Mercer Global Advisors Inc. 0.03% Reduce -6.7% 201,070 $19.9M
Haverford Trust Co 0.18% Add +45.6% 198,917 $19.7M
Czech National Bank 0.13% Add +4.2% 194,860 $19.3M
KLCM Advisors, Inc. 1.65% Reduce -6.9% 193,814 $19.2M
CIBC Asset Management Inc 0.05% Add +59.0% 188,761 $18.7M
Credit Agricole S A 0.05% Reduce -33.0% 184,867 $18.3M
Delta Asset Management LLC 1.57% Reduce -1.2% 184,500 $18.3M
Aquatic Capital Management LLC 0.52% Add +349.6% 183,747 $18.2M
Verity & Verity, LLC 1.41% Reduce -0.5% 182,982 $18.1M
Group One Trading LLC 0.53% Add +30.3% 181,353 $18.0M
Godsey & Gibb, Inc. 1.61% Add +0.3% 181,243 $18.0M
Bank of Nova Scotia 0.03% Add +28.5% 179,250 $17.8M
J.W. Cole Advisors, Inc. 0.43% Reduce -2.1% 180,789 $17.6M
MetLife Investment Management, LLC 0.09% Reduce -3.0% 177,070 $17.6M
FIL Ltd 0.01% Add +2256.0% 176,629 $17.5M
First Foundation Advisors 0.66% Reduce -8.5% 176,113 $17.5M
Lone Peak Global Investors LLC 2.94% Reduce -0.8% 174,524 $17.3M
Cibc World Market Inc. 0.03% Add +26.2% 173,398 $17.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.09% Reduce -2.8% 171,893 $17.1M
Sound Income Strategies, LLC 0.81% Reduce -4.8% 159,436 $17.0M
Allworth Financial LP 0.07% Reduce -10.9% 171,799 $17.0M
Measured Wealth Private Client Group, LLC 4.43% No change 169,006 $16.8M
Forsta Ap-Fonden 0.10% Reduce -17.2% 168,700 $16.7M
Nisa Investment Advisors, LLC 0.05% Add +8.4% 167,032 $16.6M
Townsend & Associates, Inc 1.47% Add +2.2% 151,488 $16.5M
Andra AP-fonden 0.20% Reduce -49.0% 165,883 $16.5M
1832 Asset Management L.P. 0.02% Reduce -0.2% 165,237 $16.4M
Zacks Investment Management 0.13% Reduce -9.4% 163,881 $16.3M
Villere St Denis J & Co. LLC 1.65% Reduce -1.9% 161,997 $16.1M
Edgar Lomax Co. 1.21% Reduce -2.8% 160,550 $15.9M
Sanctuary Advisors, LLC 0.09% Add +3.8% 160,230 $15.9M
Quadrature Capital Ltd 0.16% Reduce -50.5% 158,559 $15.7M
Glenmede Trust Co. NA 0.07% — 158,303 $15.7M
Interval Partners, LP 0.37% New 158,105 $15.7M
MAI Capital Management 0.09% Add +253.2% 157,640 $15.6M
Retirement Systems of Alabama 0.05% Add +0.1% 157,210 $15.6M
World Investment Advisors 0.26% Add +99.8% 157,033 $15.6M
O'shaughnessy Asset Management, LLC 0.09% Add +192.2% 155,593 $15.4M
Choreo, LLC 0.20% Add +2.6% 154,328 $15.4M
Obermeyer Wealth Partners 0.70% Reduce -0.7% 154,266 $15.3M
Wilkins Investment Counsel Inc. 2.21% Reduce -9.1% 153,078 $15.2M
Cantor Fitzgerald Investment Advisors L.P. 1.11% Reduce -11.4% 151,660 $15.0M
KBC Group NV 0.03% Reduce -0.1% 150,576 $14.9M
Comerica Bank 0.06% Reduce -16.4% 149,704 $14.8M
Robeco Institutional Asset Management B.V. 0.02% Add +29.2% 149,220 $14.8M
Keybank National Association 0.05% Reduce -7.5% 148,242 $14.7M
Skandinaviska Enskilda Banken AB (publ) 0.06% Reduce -2.1% 143,329 $14.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -6.8% 142,686 $14.2M
Gradient Investments LLC 0.22% New 141,914 $14.1M
Amalgamated Bank 0.10% Add +1.1% 141,529 $14.0M
Stack Financial Management, Inc 1.05% New 139,113 $13.8M
ProShare Advisors LLC 0.02% Add +9.0% 138,743 $13.8M
Private Advisor Group, LLC 0.06% Add +9.3% 138,601 $13.7M
Beacon Pointe Advisors, LLC 0.10% Reduce -25.8% 138,106 $13.7M
Quinn Opportunity Partners LLC 0.59% Add +31.7% 137,000 $13.6M
Ashton Thomas Private Wealth, LLC 0.33% Reduce -4.1% 136,489 $13.5M
Xponance LLC 0.10% Add +28.5% 136,434 $13.5M
State of Tennessee, Department of Treasury 0.04% Reduce -9.7% 124,983 $13.3M
Teacher Retirement System of Texas 0.05% Add +16.9% 132,404 $13.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.07% Add +23.9% 130,618 $13.0M
Capital Investment Advisors, LLC 0.20% Reduce -7.5% 129,922 $12.9M
USS Investment Management Ltd 0.06% Add +0.7% 129,869 $12.9M
Badgley Phelps Wealth Managers, LLC 0.23% Reduce -1.7% 129,268 $12.8M
D.A. Davidson & Co. 0.08% Reduce -1.2% 128,917 $12.8M
M&T Bank Corp 0.04% Reduce -4.0% 128,551 $12.8M
IFM Investors Pty Ltd 0.11% Reduce -6.3% 127,939 $12.7M
Eurizon Capital SGR S.p.A. 0.04% — 126,217 $12.5M
Woodline Partners LP 0.05% Add +29.6% 126,030 $12.5M
Schonfeld Strategic Advisors LLC 0.06% Add +420.8% 125,651 $12.5M
Man Group plc 0.02% Add +166.4% 125,583 $12.5M
Stockman Wealth Management, Inc. 1.45% Add +0.2% 125,327 $12.4M
Lee Danner & Bass Inc. 0.88% Add +1.1% 123,119 $12.2M
Ilmarinen Mutual Pension Insurance Co 0.10% No change 123,000 $12.2M
Isthmus Partners, LLC 1.35% Reduce -0.5% 122,374 $12.1M
Utah Retirement Systems 0.11% No change 121,192 $12.0M
Wedge Capital Management L L P 0.22% Reduce -9.1% 121,147 $12.0M
Nwam LLC 0.66% Add +86.6% 111,122 $11.9M
Daiwa Securities Group Inc. 0.04% Add +3.7% 119,204 $11.8M
Simplex Trading, LLC 0.33% New 118,908 $11.8M
Founders Capital Management, LLC 1.74% Add +2.5% 117,723 $11.7M
Easterly Investment Partners LLC 0.71% Reduce -1.9% 117,272 $11.6M
Premier Fund Managers Ltd 0.67% New 116,000 $11.6M
Commerzbank Aktiengesellschaft 0.23% Reduce -0.5% 116,427 $11.5M
Calamos Advisors LLC 0.07% Reduce -3.9% 115,675 $11.5M
Bell Bank 0.49% Reduce -7.2% 115,625 $11.5M
Oppenheimer & Co. Inc. 0.16% Add +46.2% 115,623 $11.5M
Police & Firemen's Retirement System of New Jersey 0.09% Reduce -4.7% 112,627 $11.2M
Marco Investment Management LLC 0.84% Reduce -2.3% 112,568 $11.2M
Silvercrest Asset Management Group LLC 0.08% Add +731.8% 111,862 $11.1M
NEOS Investment Management LLC 0.06% Add +18.5% 111,656 $11.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.09% Add +0.4% 109,941 $10.9M
Varma Mutual Pension Insurance Co 0.07% Reduce -3.5% 108,970 $10.8M
Concurrent Investment Advisors, LLC 0.12% Add +97.8% 108,928 $10.8M
Tidal Investments LLC 0.05% Add +13.3% 108,882 $10.8M
Midwest Trust Co 0.13% Reduce -2.6% 108,606 $10.8M
Wealthfront Advisers LLC 0.02% Add +10.0% 108,523 $10.8M
Mackenzie Financial Corp. 0.01% Reduce -2.7% 107,275 $10.7M
New York Life Investment Management LLC 0.09% Add +0.1% 107,520 $10.7M
NorthRock Partners, LLC 0.18% Add +217.3% 107,102 $10.6M
Mayar Capital Ltd. 14.41% No change 107,020 $10.6M
Modera Wealth Management, LLC 0.12% Reduce -8.5% 107,010 $10.6M
Leuthold Group, LLC 1.14% New 106,348 $10.5M
Peapack Gladstone Financial Corp. 0.13% Reduce -5.7% 105,967 $10.5M
Walleye Trading LLC 0.17% Add +12.7% 105,522 $10.5M
Steward Partners Investment Advisory, LLC 0.06% Add +12.8% 105,266 $10.4M
Dupree Financial Group, LLC 3.77% Add +192.1% 104,383 $10.4M
Compass Rose Asset Management, LP 6.58% New 104,000 $10.3M
Greatmark Investment Partners, Inc. 1.21% Reduce -2.3% 103,332 $10.2M
Cibc World Markets Corp. 0.05% — 102,697 $10.2M
&partners 0.05% Add +21.3% 102,490 $10.2M
Yousif Capital Management, LLC 0.11% Reduce -5.7% 94,689 $10.1M
MML Investors Services, LLC 0.02% Reduce -10.9% 100,791 $10.0M
International Assets Investment Management, LLC 0.68% Reduce -8.0% 100,350 $10.0M
QRG Capital Management, Inc. 0.11% Add +15.2% 99,125 $9.8M
Rakuten Investment Management, Inc. 0.03% Add +483.7% 97,715 $9.7M
Captrust Financial Advisors 0.02% Add +29.4% 97,467 $9.7M
Public Sector Pension Investment Board 0.03% Add +50.0% 96,419 $9.6M
Concentric Capital Strategies, LP 0.49% New 96,247 $9.5M
HRT Financial LP 0.03% Add +138.9% 95,968 $9.5M
Mountain Hill Investment Partners Corp. 6.78% Reduce -5.0% 95,415 $9.5M
HighPoint Advisor Group LLC 0.21% Add +58.8% 94,700 $9.4M
Stelac Advisory Services LLC 3.32% No change 94,543 $9.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.06% No change 94,200 $9.3M
State of Alaska, Department of Revenue 0.10% Reduce -20.3% 94,136 $9.3M
Pinebridge Investments LLC 0.07% — 94,002 $9.3M
Franklin Street Advisors Inc. 0.53% Add +3691.9% 93,736 $9.3M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.1% 93,715 $9.3M
ICICI Prudential Asset Management Co Ltd 1.09% No change 93,600 $9.3M
Natixis Advisors, LLC 0.01% Reduce -18.6% 93,464 $9.3M
Nissay Asset Management Corp. /Japan 0.05% Add +1.2% 92,984 $9.2M
Gilman Hill Asset Management, LLC 1.45% Add +2.1% 92,814 $9.2M
Southern Capital Advisors, LLC 4.23% Reduce -0.7% 92,421 $9.2M
SummitTX Capital, L.P. 0.28% Add +89.9% 92,036 $9.1M
Cyndeo Wealth Partners, LLC 0.49% Add +411.1% 92,033 $9.1M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.62% Reduce -14.6% 91,120 $9.0M
Westshore Wealth, LLC 3.00% Reduce -0.0% 91,092 $9.0M
Vontobel Holding Ltd. 0.03% Reduce -19.5% 90,918 $9.0M
Schroder Investment Management Group 0.01% Add +4.9% 90,491 $9.0M
ASR Vermogensbeheer N.V. 0.10% Reduce -0.9% 90,160 $8.9M
Hengehold Capital Management LLC 0.75% Add +0.2% 89,893 $8.9M
IMC-Chicago, LLC 0.16% Reduce -64.7% 89,653 $8.9M
Mutual Advisors, LLC 0.19% Reduce -16.8% 89,101 $8.8M
Pathstone Holdings, LLC 0.03% Add +17.2% 87,650 $8.7M
Miller Value Partners 3.03% No change 86,600 $8.6M
VestGen Advisors, LLC 0.36% Reduce -2.5% 85,551 $8.5M
Advocate Group LLC 1.36% Reduce -3.8% 84,981 $8.4M
Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 2.66% No change 84,574 $8.4M
Oregon Public Employees Retirement Fund 0.11% Add +0.6% 84,538 $8.4M
Federation des caisses Desjardins du Quebec 0.03% Add +43.6% 83,853 $8.3M
Occudo Quantitative Strategies LP 0.56% Add +764.7% 83,683 $8.3M
Orion Porfolio Solutions, LLC 0.06% Reduce -5.6% 83,452 $8.3M
Clark & Stuart, Inc 5.69% Reduce -4.6% 83,198 $8.3M
Martin Capital Partners, LLC 3.09% Reduce -0.8% 82,763 $8.2M
Sowell Financial Services LLC 0.30% Add +2.5% 82,666 $8.2M
Janus Henderson Group PLC 0.00% Reduce -10.6% 82,564 $8.2M
Assetmark, Inc. 0.02% Add +2.5% 82,422 $8.2M
United Capital Financial Advisors, LLC 0.05% Add +8.3% 82,264 $8.2M
Hudson Bay Capital Management LP 0.05% New 80,311 $8.0M
PensionDanmark Pensionsforsikringsaktieselskab 0.07% — 80,200 $8.0M
Avanza Fonder AB 0.20% Add +9.5% 80,169 $8.0M
OP Asset Management Ltd 0.09% Add +1.1% 79,930 $7.9M
Blair William & Co. 0.02% Reduce -17.2% 79,558 $7.9M
Addenda Capital Inc. 0.23% Reduce -9.8% 79,400 $7.9M
Brown Advisory Inc. 0.01% Reduce -8.9% 79,394 $7.9M
Mutual of America Capital Management LLC 0.08% Reduce -0.6% 79,370 $7.9M
Loomis Sayles & Co. L P 0.01% Reduce -12.2% 79,313 $7.9M
Moneta Group Investment Advisors LLC 0.06% Reduce -2.8% 79,246 $7.9M
Cullinan Associates Inc. 0.53% Add +9.4% 78,301 $7.8M
Regions Financial Corp. 0.05% Reduce -1.6% 77,571 $7.7M
Stephens Inc. 0.09% Reduce -16.9% 75,836 $7.6M
Stonebridge Capital Advisors LLC 0.52% Add +4.1% 76,315 $7.6M
NFJ Investment Group, LLC 0.27% Reduce -58.9% 75,676 $7.5M
Rafferty Asset Management, LLC 0.03% Add +1.2% 75,520 $7.5M
Sage Capital Advisors,llc 1.77% Add +1.3% 75,242 $7.5M
Two Sigma Investments, LP 0.01% Reduce -66.5% 74,990 $7.4M
Balyasny Asset Management L.P. 0.01% Add +1506.0% 73,973 $7.3M
Strategic Wealth Partners, Ltd. 0.50% Add +6716.6% 73,824 $7.3M
Capital Management Corp. 1.20% Reduce -13.6% 73,543 $7.3M
Cadence Bank 0.43% Add +4.6% 73,477 $7.3M
Vanguard Personalized Indexing Management, LLC 0.07% Add +35.9% 73,320 $7.3M
Live Oak Private Wealth LLC 0.97% Reduce -6.8% 71,901 $7.1M
Heritage Investors Management Corp. 0.21% Reduce -7.9% 71,421 $7.1M
Snowden Capital Advisors LLC 0.18% Reduce -7.6% 71,351 $7.1M
Candriam S.C.A. 0.03% Add +17.5% 70,224 $7.0M
United Advisor Group, LLC 0.88% Add +2.8% 69,088 $6.9M
NorthCoast Asset Management LLC 0.15% Reduce -26.1% 69,043 $6.8M
Logan Capital Management Inc. 0.29% Reduce -19.3% 68,455 $6.8M
Cove Private Wealth, LLC 2.02% Add +18.6% 67,983 $6.7M
Fluent Financial, LLC 2.57% New 67,969 $6.7M
Allianz SE 0.09% No change 67,936 $6.7M
Intact Investment Management Inc. 0.19% Reduce -6.0% 67,000 $6.6M
Hi-Line Capital Management, LLC 2.21% Add +6.2% 66,882 $6.6M
Everett Harris & Co. 0.08% Reduce -6.5% 66,236 $6.6M
Independent Advisor Alliance 0.16% Add +2.0% 65,569 $6.5M
Wealthcare Advisory Partners LLC 0.13% Add +6.7% 64,949 $6.4M
Ameritas Advisory Services, LLC 0.24% Add +696.0% 64,947 $6.4M
First National Bank of Mount Dora, Trust Investment Services 1.40% Reduce -0.7% 64,649 $6.4M
Olstein Capital Management, L.P. 1.30% Reduce -12.3% 64,000 $6.3M
True Freedom Investing, LLC 0.43% New 63,814 $6.3M
Wealthedge Investment Advisors, LLC 2.33% Add +19.1% 63,625 $6.3M
Soltis Investment Advisors LLC 0.41% Add +4.3% 63,447 $6.3M
Investment Management Corp of Ontario 0.08% Add +84.1% 63,376 $6.3M
Composition Wealth, LLC 0.09% Reduce -2.2% 63,077 $6.3M
K.J. Harrison & Partners Inc 0.83% New 63,000 $6.2M
U.S. Capital Wealth Advisors, LLC 0.16% Add +21.7% 62,850 $6.2M
Monte Financial Group, LLC 2.32% Reduce -6.5% 62,738 $6.2M
Scotia Capital Inc. 0.02% Reduce -20.8% 62,208 $6.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -22.4% 62,204 $6.2M
UniSuper Management Pty Ltd 0.04% Reduce -5.1% 61,882 $6.1M
Ironwood Investment Counsel, LLC 0.85% Add +4.6% 61,291 $6.1M
PFG Investments, LLC 0.29% Add +8.6% 61,271 $6.1M
TrueMark Investments, LLC 1.16% Add +277.9% 61,134 $6.1M
Lido Advisors, LLC 0.02% Add +3.1% 71,146 $6.0M
Sequoia Financial Advisors, LLC 0.03% Reduce -28.1% 60,812 $6.0M
Steigerwald, Gordon & Koch Inc. 0.58% Reduce -27.4% 60,152 $6.0M
Ally Financial Inc. 0.73% No change 60,000 $6.0M
Avantax Planning Partners, Inc. 0.17% Add +25.1% 59,908 $5.9M
Hennessy Advisors Inc. 0.21% Reduce -4.2% 59,600 $5.9M
Opal Capital LLC 1.48% — 59,457 $5.9M
B. Metzler seel. Sohn & Co. AG 0.05% No change 59,470 $5.9M
Employees Retirement System of Texas 0.06% Add +75.2% 59,462 $5.9M
Northwest & Ethical Investments L.P. 0.13% Add +0.1% 59,333 $5.9M
Generali Asset Management SPA SGR 0.12% Add +3.0% 59,314 $5.9M
Sigma Investment Counselors Inc. 0.30% No change 59,258 $5.9M
Brevan Howard Capital Management LP 0.12% Add +166.9% 59,236 $5.9M
Romano Brothers and Company 0.67% Reduce -1.8% 59,160 $5.9M
Viking Fund Management LLC 0.68% Add +0.8% 59,000 $5.9M
Prospera Financial Services Inc 0.10% Add +21.2% 58,935 $5.8M
Intellus Advisors LLC 0.77% Add +20.2% 58,513 $5.8M
Massar Capital Management, LP 1.13% Reduce -83.8% 58,000 $5.8M
Kiltearn Partners LLP 1.24% Reduce -15.9% 57,500 $5.7M
Teachers Retirement System of the State of Kentucky 0.04% No change 57,373 $5.7M
Penn Davis McFarland Inc. 0.54% Add +66.9% 57,201 $5.7M
Fisher Asset Management 0.00% Reduce -14.9% 56,962 $5.7M
Abn Amro Investment Solutions 0.08% Add +30.9% 56,634 $5.6M
AustralianSuper Pty Ltd 0.03% Add +6.7% 56,572 $5.6M
Altrius Capital Management Inc 1.19% Add +1.4% 56,523 $5.6M
Intech Investment Management LLC 0.05% Reduce -5.0% 56,396 $5.6M
Linscomb Wealth, Inc. 0.23% Add +2.8% 56,125 $5.6M
Landscape Capital Management, L.L.C. 0.37% Reduce -25.5% 55,963 $5.6M
Brown Brothers Harriman & Co. 0.03% Add +2.6% 55,818 $5.5M
Pinkerton Wealth, LLC 0.56% Add +0.5% 54,589 $5.4M
OneDigital Investment Advisors LLC 0.05% Add +139.7% 54,363 $5.4M
Munich Reinsurance Co Stock Corp in Munich 0.13% New 54,091 $5.4M
Sovereign's Capital Management, LLC 3.24% Reduce -6.3% 53,933 $5.3M
AE Wealth Management LLC 0.03% Add +9.0% 53,832 $5.3M
Grace & White Inc. 0.96% No change 53,690 $5.3M
Allstate Corp. 0.07% Add +106.2% 53,556 $5.3M
Arkfeld Wealth Strategies, L.L.C. 1.82% Add +4.9% 50,247 $5.3M
AIA Group Ltd 0.08% Add +827.8% 53,300 $5.3M
First National Bank of Omaha 0.15% Add +20.4% 52,673 $5.2M
First Manhattan Co. Llc. 0.01% Reduce -12.9% 52,280 $5.2M
Mizuho Securities USA LLC 0.09% Add +0.4% 53,808 $5.2M
Glenview Trust Co 0.08% Reduce -10.1% 51,646 $5.1M
Skylands Capital, LLC 0.69% Add +4.0% 51,545 $5.1M
Elo Mutual Pension Insurance Co 0.08% Reduce -14.3% 51,346 $5.1M
Envestnet Portfolio Solutions, Inc. 0.02% Add +51.6% 50,785 $5.0M
Biondo Investment Advisors, LLC 0.60% Add +3.8% 50,368 $5.0M
Cullen Investment Group, LTD. 0.65% Reduce -43.9% 46,217 $5.0M
Bcwm, LLC 1.49% Add +0.0% 50,245 $5.0M
Debussy Capital Management LP 0.67% Reduce -1.6% 49,996 $5.0M
Crossmark Global Holdings, Inc. 0.07% Add +17.7% 49,757 $4.9M
Vestmark Advisory Solutions, Inc. 0.07% Add +702.0% 49,742 $4.9M
Nomura Holdings Inc. 0.01% Reduce -40.0% 49,279 $4.9M
NewSquare Capital LLC 0.43% Reduce -30.2% 49,167 $4.9M
Advisory Services Network, LLC 0.07% Reduce -8.7% 49,131 $4.9M
San Luis Wealth Advisors LLC 0.81% Add +12.1% 49,023 $4.9M
Tufton Capital Management 0.85% Reduce -12.0% 48,850 $4.8M
Thrivent Financial for Lutherans 0.01% Reduce -93.1% 48,825 $4.8M
Sciencast Management LP 0.67% New 48,687 $4.8M
Morgan Dempsey Capital Management LLC 2.35% Reduce -6.9% 48,617 $4.8M
ARS Wealth Advisors Group, LLC 0.43% Add +6.0% 48,595 $4.8M
Rowlandmiller & Partners.adv 0.93% Add +3.5% 48,383 $4.8M
Y-Intercept (Hong Kong) Ltd 0.11% Reduce -63.9% 48,322 $4.8M
APG Asset Management N.V. 0.01% Add +87.3% 56,601 $4.8M
Kestra Private Wealth Services, LLC 0.06% Reduce -19.8% 48,137 $4.8M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -8.0% 48,131 $4.8M
Inspire Trust Co, N.A. 0.78% Add +20.0% 48,000 $4.8M
Murphy Pohlad Asset Management LLC 1.80% Reduce -0.4% 47,325 $4.7M
Strategic Planning, Inc. 2.52% Add +1.2% 47,090 $4.7M
Level Four Advisory Services, LLC 0.15% Reduce -14.3% 46,632 $4.6M
Atria Investments, Inc 0.05% Add +28.0% 46,434 $4.6M
Norinchukin Bank, The 0.05% Add +7.5% 46,364 $4.6M
Sompo Asset Management Co., Ltd. 0.79% Reduce -3.3% 46,342 $4.6M
Wesbanco Bank Inc. 0.13% Reduce -1.3% 46,325 $4.6M
Kentucky Retirement Systems 0.12% No change 46,083 $4.6M
Koshinski Asset Management, Inc. 0.29% Add +0.7% 45,923 $4.6M
TCTC Holdings, LLC 0.14% Reduce -0.5% 45,867 $4.5M
First Fiduciary Investment Counsel, Inc. 0.88% Reduce -36.1% 45,819 $4.5M
HB Wealth Management, LLC 0.03% Add +9.7% 45,792 $4.5M
Keystone Financial Planning, Inc. 1.32% Reduce -2.8% 45,768 $4.5M
GAM Holding AG 0.29% Reduce -12.8% 45,538 $4.5M
Inspire Advisors, LLC 0.41% Add +5.7% 44,894 $4.5M
IFP Advisors, Inc 0.10% Add +16.0% 44,878 $4.5M
Lathrop Investment Management Co. 0.81% Reduce -2.7% 44,862 $4.5M
Waterfront Wealth Inc. 0.85% Reduce -0.8% 41,323 $4.4M
Canada Post Corp Registered Pension Plan 0.17% Add +16.3% 44,839 $4.4M
Cooper Financial Group 0.47% Reduce -21.7% 44,639 $4.4M
Neuberger Berman Group LLC 0.00% Add +44.6% 44,559 $4.4M
Birch Capital Management, LLC 2.18% Reduce -12.4% 44,142 $4.4M
Exchange Traded Concepts, LLC 0.04% Add +1.7% 43,790 $4.3M
First Citizens Bank & Trust Co. 0.09% Add +68.3% 43,228 $4.3M
Catherine Avery Investment Management LLC 2.54% Add +0.9% 42,741 $4.2M
Farther Finance Advisors, LLC 0.05% Add +73.5% 42,695 $4.2M
Hartford Investment Management Co. 0.13% Reduce -0.8% 42,614 $4.2M
Capital Investment Advisory Services, LLC 0.30% Add +7.9% 42,309 $4.2M
Iams Wealth Management, LLC 1.51% Reduce -6.4% 42,088 $4.2M
Welch & Forbes LLC 0.05% Reduce -3.8% 41,850 $4.2M
Lynch & Associates 0.78% Reduce -7.5% 41,803 $4.1M
PYA Waltman Capital, LLC 1.11% Add +127.3% 41,739 $4.1M
Signaturefd, LLC 0.06% Add +5.6% 41,442 $4.1M
Armstrong Advisory Group, Inc. 0.28% Reduce -13.2% 41,287 $4.1M
Hourglass Capital, LLC 0.88% Add +2.1% 41,065 $4.1M
Gilbert & Cook, Inc. 0.51% Add +0.4% 40,966 $4.1M
Commonwealth Retirement Investments LLC 1.31% Reduce -19.4% 40,959 $4.1M
Palouse Capital Management, Inc. 2.62% Reduce -7.6% 40,571 $4.0M
Builder Investment Group Inc. 0.87% Reduce -0.8% 40,522 $4.0M
Northwest Bancshares, Inc. 0.78% Reduce -6.5% 40,430 $4.0M
HBK Sorce Advisory LLC 0.09% Reduce -7.0% 34,006 $4.0M
Mediolanum International Funds Ltd 0.04% Reduce -13.5% 40,001 $4.0M
Tower Research Capital LLC (TRC) 0.10% Add +266.6% 40,070 $4.0M
Highland Capital Management, LLC 0.20% Reduce -4.2% 39,742 $3.9M
Vision Capital Management, Inc. 0.47% Add +74.1% 39,344 $3.9M
Boston Research & Management Inc. 0.90% Reduce -12.6% 39,265 $3.9M
Venture Visionary Partners LLC 0.13% Add +3.8% 38,614 $3.8M
Bridgewater Associates 0.01% New 38,507 $3.8M
Vident Advisory, LLC 0.04% Add +16.0% 38,494 $3.8M
Naples Global Advisors, LLC 0.28% Reduce -9.0% 38,304 $3.8M
Arax Advisory Partners 0.11% Reduce -59.7% 38,273 $3.8M
Providence Capital Advisors, LLC 0.64% Add +3.6% 38,260 $3.8M
Columbia Asset Management 0.67% Add +1.2% 38,162 $3.8M
Eliot Finkel Investment Counsel, LLC 2.30% Reduce -0.6% 37,805 $3.7M
Louisiana State Employees Retirement System 0.06% Reduce -2.3% 37,700 $3.7M
Focus Partners Advisor Solutions, LLC 0.05% Add +14.3% 37,618 $3.7M
Savant Capital, LLC 0.02% Add +9.0% 37,322 $3.7M
Frank, Rimerman Advisors LLC 0.23% New 36,734 $3.6M
Gulf International Bank (UK) Ltd 0.12% No change 36,661 $3.6M
Maryland State Retirement & Pension System 0.07% Add +1.1% 36,495 $3.6M
Virtu Financial LLC 0.14% Add +391.8% 36,420 $3.6M
Tocqueville Asset Management L.P. 0.05% Reduce -26.7% 36,333 $3.6M
Park Avenue Securities LLC 0.03% Add +6.6% 36,243 $3.6M
Pinnacle Financial Partners, Inc. 0.03% — 36,054 $3.6M
Adams Asset Advisors, LLC 0.48% Reduce -8.3% 36,047 $3.6M
Mather Group, Llc. 0.04% Add +1.1% 35,578 $3.5M
Qsemble Capital Management, LP 0.29% Reduce -42.4% 35,416 $3.5M
RFG Advisory, LLC 0.07% Add +88.7% 35,257 $3.5M
Woodstock Corp. 0.30% Reduce -17.0% 35,221 $3.5M
Benjamin Edwards Inc. 0.04% Reduce -11.8% 35,058 $3.5M
JB Capital LLC 0.14% Reduce -1.8% 34,979 $3.5M
Rayburn West Financial Services LLC 2.15% — 34,795 $3.5M
PDS Planning, Inc 0.23% Add +2.6% 34,734 $3.4M
Flax Pond Capital, LLC 2.55% — 34,531 $3.4M
Game Plan Financial Advisors, LLC 1.49% Add +313654.5% 34,513 $3.4M
Bank of New Hampshire 0.77% Reduce -0.3% 34,492 $3.4M
Kornitzer Capital Management Inc. 0.07% Reduce -17.2% 34,463 $3.4M
Allspring Global Investments Holdings, LLC 0.01% Add +10.6% 33,777 $3.4M
Summit Financial, LLC 0.05% Reduce -3.3% 34,384 $3.4M
Ancora Advisors LLC 0.07% Reduce -0.7% 34,299 $3.4M
KMG Fiduciary Partners, LLC 0.24% Add +14.0% 34,176 $3.4M
New Mexico Educational Retirement Board 0.10% Add +3.0% 34,162 $3.4M
Truvestments Capital LLC 0.62% Reduce -5.2% 34,124 $3.4M
Summit Trail Advisors, LLC 0.06% Add +0.5% 34,001 $3.4M
Community Bank, N.A. 0.40% Reduce -29.1% 33,939 $3.4M
Natixis 0.01% New 33,934 $3.4M
Morton Community Bank 0.72% Add +5.3% 31,567 $3.4M
Anchor Investment Management, LLC 0.27% Reduce -2.7% 33,659 $3.3M
Butensky & Cohen Financial Security, Inc. 0.90% Add +6.8% 33,642 $3.3M
Banque Cantonale Vaudoise 0.12% Add +74.5% 33,468 $3.3M
Townsquare Capital LLC 0.74% Reduce -35.4% 33,443 $3.3M
Perigon Wealth Management, LLC 0.06% Reduce -4.2% 33,242 $3.3M
EagleClaw Capital Managment, LLC 0.47% Reduce -4.2% 32,816 $3.3M
Generali Investments CEE, investicni spolecnost, a.s. 0.23% Add +104.3% 32,687 $3.2M
Pallas Capital Advisors LLC 0.11% Add +86.7% 32,612 $3.2M
Clearstead Advisors, LLC 0.04% Add +85.4% 32,484 $3.2M
Keating Investment Counselors Inc. 0.89% Reduce -5.5% 32,357 $3.2M
Iowa State Bank 0.60% Reduce -0.6% 32,188 $3.2M
Texas Yale Capital Corp. 0.10% No change 32,178 $3.2M
Guyasuta Investment Advisors Inc. 0.18% Reduce -3.6% 32,061 $3.2M
First National Trust Co 0.11% Reduce -2.2% 32,038 $3.2M
Signature Wealth Management Group 1.30% Add +10.4% 32,030 $3.2M
Total Clarity Wealth Management, Inc. 0.76% Reduce -0.4% 31,745 $3.1M
EP Wealth Advisors, LLC 0.02% — 31,712 $3.1M
Integrated Wealth Concepts LLC 0.04% Reduce -36.5% 31,564 $3.1M
Associated Banc-Corp 0.08% Reduce -16.4% 31,523 $3.1M
Cohen Investment Advisors LLC 1.44% Add +4.9% 31,493 $3.1M
Collar Capital Management, LLC 2.09% Add +1.2% 31,474 $3.1M
Wbi Investments, LLC 0.81% Add +15.2% 31,393 $3.1M
Fifth Third Bancorp 0.01% Add +24.6% 31,387 $3.1M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Reduce -39.7% 31,380 $3.1M
Fisher Funds Management LTD 0.08% No change 31,258 $3.1M
Redmond Asset Management, LLC 0.79% Add +1.6% 31,201 $3.1M
Capital Investment Counsel, Inc 0.36% Reduce -14.1% 31,181 $3.1M
Rench Wealth Management, Inc. 0.88% Reduce -4.4% 30,909 $3.1M
XML Financial, LLC 0.25% Reduce -4.5% 30,804 $3.1M
Perryman Financial Advisory Inc. 0.45% — 30,789 $3.1M
AG2R La Mondiale Gestion D'actifs 0.14% Add +8.8% 30,741 $3.0M
Arkadios Wealth Advisors 0.06% Reduce -6.0% 30,664 $3.0M
CMG Global Holdings, LLC 1.35% Reduce -3.6% 26,047 $3.0M
Monarch Capital Management Inc. 0.75% Add +3.7% 30,625 $3.0M
Advisory Alpha, LLC 0.08% Reduce -10.6% 30,509 $3.0M
Baker Avenue Asset Management, LP 0.07% Reduce -1.1% 30,447 $3.0M
Maven Securities LTD 0.38% New 30,391 $3.0M
Gladstone Institutional Advisory LLC 0.11% Reduce -5.4% 30,381 $3.0M
MUFG Securities EMEA plc 0.03% Add +115.0% 30,295 $3.0M
William Allan Corp 1.70% Reduce -1.9% 30,186 $3.0M
Fairview Capital Investment Management, LLC 0.15% Reduce -23.0% 30,009 $3.0M
Florida Trust Wealth Management Co 0.08% Reduce -56.9% 29,977 $3.0M
Daiichi Life Insurance Co., Ltd. 0.08% No change 29,932 $3.0M
OmniStar Financial Group, Inc. 1.74% Add +290.5% 29,915 $3.0M
Udine Wealth Management, Inc. 1.40% New 29,770 $3.0M
Stolper Co 0.87% Reduce -1.6% 29,663 $2.9M
Apollon Wealth Management, LLC 0.05% Reduce -41.1% 29,593 $2.9M
Tower Bridge Advisors 0.30% Reduce -6.1% 29,396 $2.9M
PEAK6 LLC 0.08% Add +19.3% 29,237 $2.9M
Miller Financial Services LLC 3.39% Reduce -1.2% 29,098 $2.9M
Equitable Holdings, Inc. 0.02% Add +30.6% 29,100 $2.9M
Prelude Capital Management, LLC 0.21% New 28,941 $2.9M
Foundations Investment Advisors, LLC 0.04% Add +41.9% 28,556 $2.8M
Bulltick Wealth Management, LLC 0.60% Reduce -8.1% 28,500 $2.8M
Kingsview Wealth Management, LLC 0.04% Add +11.2% 28,341 $2.8M
Verition Fund Management LLC 0.02% Reduce -20.9% 28,175 $2.8M
Stanley-Laman Group, Ltd. 0.35% Add +2.5% 28,131 $2.8M
Ables, Iannone, Moore & Associates, Inc. 1.50% Add +4.2% 27,652 $2.7M
Destination Wealth Management 0.07% Add +286.7% 27,547 $2.7M
Siemens Fonds Invest GmbH 0.15% Reduce -11.3% 27,396 $2.7M
Argyle Capital Management, LLC 0.91% Add +0.4% 27,505 $2.7M
Borer Denton & Associates, Inc. 0.92% Reduce -3.9% 27,413 $2.7M
Jacobi Capital Management LLC 0.16% Reduce -4.3% 27,407 $2.7M
CreativeOne Wealth, LLC 0.07% Reduce -4.5% 27,311 $2.7M
Norris Financial Group, LLC 0.92% Add +8.8% 27,281 $2.7M
QTR Family Wealth, LLC 1.19% Add +8.7% 22,796 $2.7M
First Pacific Financial 0.35% Reduce -3.5% 27,242 $2.7M
Laurel Wealth Advisors LLC 0.36% Add +5.7% 27,140 $2.7M
Two Sigma Advisers, LP 0.01% Reduce -96.6% 27,100 $2.7M
Old Second National Bank of Aurora 0.53% Reduce -1.2% 26,872 $2.7M
IHT Wealth Management, LLC 0.06% Add +142.7% 26,759 $2.7M
Capital Square, LLC 1.36% Add +4.4% 26,812 $2.7M
Resources Management Corp. /CT/ 0.34% Reduce -13.0% 26,800 $2.7M
Sigma Planning Corp 0.07% Add +43.3% 26,781 $2.7M
Cohen Klingenstein LLC 0.08% No change 26,741 $2.7M
Centaurus Financial, Inc. 0.12% Add +137.8% 26,664 $2.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.02% Reduce -1.1% 26,641 $2.6M
Opus Investment Management Inc. 1.61% No change 26,600 $2.6M
GM Advisory Group, LLC 0.10% Reduce -4.3% 26,403 $2.6M
Principal Securities, Inc. 0.04% Add +5.0% 26,360 $2.6M
Edgemoor Investment Advisors, Inc. 0.20% Add +27.1% 26,175 $2.6M
Americana Partners, LLC 0.07% Add +21.3% 26,147 $2.6M
Motco 0.23% Reduce -2.5% 26,134 $2.6M
Commerce Bank 0.01% Reduce -9.8% 26,122 $2.6M
Natural Investments, LLC 0.64% Add +0.8% 26,097 $2.6M
OMERS ADMINISTRATION Corp 0.02% No change 26,064 $2.6M
Bourne Lent Asset Management Inc. 0.85% Reduce -1.1% 25,783 $2.6M
Waters Parkerson & Co., LLC 0.13% Reduce -18.0% 25,648 $2.5M
Cardinal Capital Management 0.34% Add +2.9% 25,508 $2.5M
Leelyn Smith, LLC 0.37% Reduce -2.2% 25,494 $2.5M
Valeo Financial Advisors, LLC 0.06% Add +0.6% 25,456 $2.5M
Pine Valley Investments Ltd Liability Co 0.13% Reduce -41.4% 25,375 $2.5M
Perkins Coie Trust Co 0.47% Add +0.3% 25,240 $2.5M
Ascent Group, LLC 0.09% Add +16.9% 25,226 $2.5M
Moss Adams Wealth Advisors LLC 0.18% Add +4.5% 25,221 $2.5M
Cypress Wealth Services, LLC 0.35% Reduce -0.7% 25,209 $2.5M
Van Den Berg Management I, Inc. 0.57% Add +6.2% 25,205 $2.5M
North Dakota State Investment Board 0.09% — 25,170 $2.5M
Nicholas Hoffman & Company, LLC. 0.06% Reduce -5.0% 25,045 $2.5M
DKRT Investments Corp. 0.70% No change 25,000 $2.5M
Legato Capital Management LLC 0.21% New 25,000 $2.5M
Kingswood Wealth Advisors, LLC 0.12% Add +16.1% 24,985 $2.5M
Harvest Portfolios Group Inc. 0.04% Reduce -4.6% 24,894 $2.5M
Cherry Creek Investment Advisors, Inc. 1.05% Add +72.5% 24,828 $2.5M
Advisors Capital Management, LLC 0.03% Reduce -2.7% 24,822 $2.5M
Brookmont Capital Management 1.42% Add +0.0% 24,720 $2.5M
Measured Risk Portfolios, Inc. 2.82% Add +5.2% 24,705 $2.5M
Ritholtz Wealth Management 0.04% Add +850.6% 24,677 $2.4M
TD Waterhouse Canada Inc. 0.02% Reduce -6.5% 24,640 $2.4M
Hillman Capital Management, Inc. 1.54% Reduce -22.8% 24,616 $2.4M
Miller Howard Investments Inc. 0.07% Add +19.3% 24,555 $2.4M
Empirical Finance, LLC 0.12% Reduce -4.2% 24,454 $2.4M
Canandaigua National Bank & Trust Co. 0.22% Reduce -22.4% 24,421 $2.4M
Horrell Capital Management, Inc. 1.05% Reduce -3.4% 24,330 $2.4M
Benin Management CORP 0.54% Reduce -22.3% 24,197 $2.4M
Stratos Wealth Partners, LTD. 0.03% Reduce -54.0% 24,171 $2.4M
Brookstone Capital Management 0.03% Add +0.2% 24,134 $2.4M
Tokio Marine Asset Management Co. Ltd. 0.08% Add +4.7% 24,129 $2.4M
Independent Investors Inc. 0.44% No change 24,028 $2.4M
Econ Financial Services Corp 1.19% Reduce -34.7% 23,891 $2.4M
Bar Harbor Wealth Management 0.14% Reduce -14.9% 23,838 $2.4M
WealthShield Partners, LLC 0.26% Add +595.1% 23,780 $2.4M
Klingenstein Fields & Co. LP 0.09% No change 23,626 $2.3M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.7% 23,611 $2.3M
Bleakley Financial Group, LLC 0.04% Add +5.0% 23,539 $2.3M
Metis Global Partners, LLC 0.05% Reduce -6.1% 23,414 $2.3M
Bailard, Inc. 0.05% Add +392.6% 23,404 $2.3M
Morningstar Investment Management LLC 0.14% Reduce -2.9% 23,361 $2.3M
Woodley Farra Manion Portfolio Management Inc. 0.11% Add +3.9% 23,349 $2.3M
Bonness Enterprises Inc. 0.79% Add +9.5% 23,150 $2.3M
Beacon Financial Group 0.23% Reduce -6.0% 23,148 $2.3M
Carmel Capital Partners, LLC 0.80% Add +133.3% 22,974 $2.3M
Bluefin Capital Management, LLC 0.64% New 22,900 $2.3M
Tilson Financial Group, Inc. 0.70% Add +0.1% 22,898 $2.3M
Farmers & Merchants Investments Inc. 0.06% Reduce -4.8% 22,841 $2.3M
Quadrant Capital Group LLC 0.07% Add +245.9% 22,615 $2.2M
BLVD Private Wealth, LLC 1.95% Reduce -0.7% 22,598 $2.2M
Cladis Investment Advisory, LLC 1.22% Reduce -19.3% 22,538 $2.2M
Dynamic Advisor Solutions LLC 0.07% Reduce -5.1% 22,509 $2.2M
Delphi Financial Group, Inc. 1.13% New 22,470 $2.2M
Mgo One Seven LLC 0.05% Add +29.1% 22,461 $2.2M
Te Ahumairangi Investment Management Ltd 0.40% Reduce -3.9% 22,286 $2.2M
Huntington National Bank 0.02% Add +0.0% 22,281 $2.2M
Engineers Gate Manager LP 0.03% Reduce -48.6% 22,196 $2.2M
Sovereign Financial Group, Inc. 0.39% Add +0.2% 22,092 $2.2M
Edgestream Partners, L.P. 0.06% New 22,072 $2.2M
Evolve Private Wealth, LLC 0.13% — 22,039 $2.2M
Horizon Investments, LLC 0.03% Add +0.3% 21,983 $2.2M
Hilltop Holdings Inc. 0.13% Reduce -20.1% 21,897 $2.2M
MFG Wealth Management, Inc. 1.67% Add +64.0% 21,662 $2.1M
One Capital Management, LLC 0.06% Reduce -2.4% 21,656 $2.1M
Boomfish Wealth Group, LLC 1.15% Add +22.9% 21,599 $2.1M
Evergreen Capital Management LLC 0.05% Add +167.7% 21,548 $2.1M
Moors & Cabot, Inc. 0.09% Reduce -2.1% 21,528 $2.1M
Wedbush Securities Inc. 0.06% Add +6.0% 21,406 $2.1M
Washington Trust Advisors, Inc. 0.16% Reduce -2.4% 21,381 $2.1M
Pinnacle Associates Ltd. 0.03% Add +2.7% 21,005 $2.1M
Cowa, LLC 0.63% Add +14.7% 20,962 $2.1M
Csenge Advisory Group 0.09% Add +79.4% 20,957 $2.1M
Portside Wealth Group, LLC 0.28% Reduce -9.2% 20,799 $2.1M
Verdence Capital Advisors LLC 0.12% Reduce -40.9% 20,782 $2.1M
Pavion Blue Capital, LLC 0.86% Reduce -14.0% 20,778 $2.1M
FLC Capital Advisors 0.38% Add +3.9% 20,747 $2.1M
NewEdge Wealth, LLC 0.02% Add +30.6% 20,561 $2.0M
Parallel Advisors, LLC 0.04% Add +20.1% 20,440 $2.0M
HBW Advisory Services LLC 0.22% Add +5.2% 20,401 $2.0M
Cresset Asset Management, LLC 0.01% Add +74.4% 20,388 $2.0M
Mitchell & Pahl Private Wealth, LLC 0.84% Add +1.5% 20,341 $2.0M
Rodgers Brothers Inc. 0.24% Reduce -35.1% 20,329 $2.0M
Aviso Financial Inc. 0.08% Add +1884.2% 20,239 $2.0M
Arbor Capital Management Inc. 1.68% Add +10.0% 19,462 $2.0M
E. Ohman J:or Asset Management AB 0.05% Reduce -36.1% 20,126 $2.0M
Securian Asset Management, Inc. 0.08% Reduce -43.5% 20,094 $2.0M
Compound Planning, Inc. 0.06% Add +4.9% 20,091 $2.0M
Advanced Asset Management Advisors Inc 0.54% No change 20,000 $2.0M
Alight Capital Management LP 0.53% New 20,000 $2.0M
Mufg Securities Americas Inc. 0.12% Add +0.3% 19,909 $2.0M
Ignite Planners, LLC 0.30% Add +39.6% 18,536 $2.0M
Mairs & Power Inc. 0.02% Reduce -21.7% 19,792 $2.0M
Exencial Wealth Advisors, LLC 0.06% Add +1.5% 19,771 $2.0M
Jaffetilchin Investment Partners, LLC 0.11% Add +192.8% 19,734 $2.0M
Krilogy Financial LLC 0.07% Add +13.2% 18,268 $2.0M
Global Retirement Partners, LLC 0.03% Add +146.2% 19,690 $2.0M
Pure Financial Advisors, LLC 0.03% Add +3.7% 19,626 $1.9M
Marion Wealth Management 0.43% Reduce -0.0% 17,895 $1.9M
Wahed Invest LLC 0.25% Reduce -3.8% 19,324 $1.9M
Choate Investment Advisors 0.04% Add +604.1% 19,320 $1.9M
Kentucky Retirement Systems Insurance Trust Fund 0.12% No change 19,316 $1.9M
ProVise Management Group, LLC 0.14% Reduce -11.7% 19,282 $1.9M
Cordgrass Capital Advisors, LLC 0.46% Add +0.8% 19,264 $1.9M
Vise Technologies, Inc. 0.04% Add +71.2% 19,148 $1.9M
Wealth Intelligence, LLC 0.94% — 19,126 $1.9M
Am Investment Strategies LLC 0.39% Reduce -43.7% 19,035 $1.9M
Long Run Wealth Advisors, LLC 0.35% Reduce -0.5% 18,856 $1.9M
Schulhoff & Co. Inc. 0.79% Reduce -2.5% 18,845 $1.9M
McAdam, LLC 0.09% Reduce -4.7% 18,812 $1.9M
Great Lakes Advisors, LLC 0.02% New 18,802 $1.9M
UMB Bank, n.a. 0.02% Add +19.6% 18,694 $1.9M
Investment Research Partners LLC 0.80% Add +0.3% 18,669 $1.9M
Cullen/Frost Bankers, Inc. 0.02% Reduce -13.0% 18,641 $1.8M
SWP Investment Management LLC 1.34% New 18,606 $1.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Reduce -84.2% 18,603 $1.8M
Geneos Wealth Management Inc. 0.04% Add +1.6% 18,545 $1.8M
Rehmann Capital Advisory Group 0.10% Reduce -4.3% 18,539 $1.8M
Independence Bank of Kentucky 0.23% Reduce -10.6% 18,463 $1.8M
CFC Planning Co LLC 1.41% Add +4.9% 18,448 $1.8M
Arnhold LLC 0.14% No change 18,370 $1.8M
Teamwork Financial Advisors, LLC 0.19% Reduce -12.9% 18,351 $1.8M
Ranch Capital Advisors Inc. 0.67% Add +609.0% 18,321 $1.8M
Perpetual Ltd 0.03% Add +97.2% 18,292 $1.8M
Harvest Investment Services, LLC 0.34% Reduce -5.8% 18,223 $1.8M
Fortis Group Advisors, LLC 0.30% Reduce -0.1% 16,960 $1.8M
LongView Wealth Management 0.43% Reduce -0.2% 16,656 $1.8M
Ausdal Financial Partners, Inc. 0.08% Add +9.2% 18,013 $1.8M
Arete Wealth Advisors, LLC 0.12% Add +22.6% 17,998 $1.8M
Daymark Wealth Partners, LLC 0.06% Add +5.2% 17,973 $1.8M
Savvy Advisors, Inc. 0.06% Add +79.5% 17,908 $1.8M
Neo Ivy Capital Management 0.28% New 17,899 $1.8M
Aspire Private Capital, LLC 0.39% Reduce -0.6% 17,872 $1.8M
Oak Thistle LLC 0.25% Reduce -32.5% 17,840 $1.8M
Independent Financial Group, LLC 0.04% Add +0.7% 17,788 $1.8M
KCM Investment Advisors LLC 0.06% Reduce -34.3% 17,779 $1.8M
Lombard Odier Asset Management (Switzerland) SA 0.07% Reduce -10.1% 17,769 $1.8M
Flavin Financial Services, Inc. 1.20% Reduce -5.9% 17,674 $1.8M
NWM Advisors, LLC 1.50% — 17,352 $1.7M
Manske Wealth Management 0.51% Reduce -1.0% 17,332 $1.7M
Beacon Investment Advisors LLC 0.69% Reduce -1.1% 17,321 $1.7M
BIP Wealth, LLC 0.06% Add +467.4% 17,316 $1.7M
Vest Financial, LLC 0.02% Add +17.8% 17,125 $1.7M
Searle & Co. 0.44% Reduce -12.3% 17,095 $1.7M
Creative Financial Designs Inc. 0.11% Add +10.0% 17,071 $1.7M
Cornerstone Wealth Management, LLC 0.09% Add +5.1% 17,056 $1.7M
North Star Investment Management Corp. 0.11% Add +0.9% 17,049 $1.7M
Orca Investment Management, LLC 1.33% Reduce -3.6% 16,983 $1.7M
Kovack Advisors, Inc. 0.08% Add +144.1% 16,964 $1.7M
V-Square Quantitative Management LLC 0.17% Reduce -10.7% 16,947 $1.7M
Telos Capital Management, Inc. 0.16% Reduce -25.8% 16,898 $1.7M
DHJJ Financial Advisors, Ltd. 0.55% No change 16,785 $1.7M
Dynamic Technology Lab Private Ltd 0.38% Reduce -12.3% 16,766 $1.7M
Christine Messmer PC 1.08% — 16,741 $1.7M
Old Port Advisors 0.40% Reduce -6.2% 16,456 $1.6M
Sculati Wealth Management, LLC 0.58% Reduce -6.6% 16,452 $1.6M
McDaniel Terry & Co. 0.14% Reduce -11.5% 16,410 $1.6M
NBT Bank, N.A. 0.10% Reduce -0.4% 16,377 $1.6M
Sawyer & Company, Inc 0.57% Reduce -21.9% 16,221 $1.6M
Investors Asset Management of Georgia Inc. /Ga/ 0.66% Add +4.3% 16,170 $1.6M
Woodmont Investment Counsel LLC 0.10% Reduce -1.1% 16,068 $1.6M
Trust Co. of Vermont 0.07% Reduce -4.5% 16,049 $1.6M
Donaldson Capital Management, LLC 0.05% Add +2.4% 16,010 $1.6M
Groupe la Francaise 0.02% Reduce -15.4% 16,000 $1.6M
Summit Wealth Group LLC / Co. 0.21% Add +243.3% 15,972 $1.6M
Aptus Capital Advisors, LLC 0.01% Add +9.2% 15,886 $1.6M
Whittier Trust Co. 0.02% Reduce -23.1% 14,958 $1.6M
SteelPeak Wealth, LLC 0.05% Reduce -69.2% 15,821 $1.6M
Culbertson A N & Co. Inc. 0.21% Reduce -9.2% 15,772 $1.6M
Fiduciary Alliance LLC 0.10% Add +92.2% 15,687 $1.6M
First Dallas Securities Inc. 0.58% Add +5.5% 15,583 $1.5M
Zullo Investment Group, Inc. 0.56% Reduce -4.2% 15,544 $1.5M
Clear Creek Financial Management, LLC 0.13% Reduce -2.6% 15,512 $1.5M
Prime Capital Investment Advisors, LLC 0.02% Add +25.5% 15,500 $1.5M
EverSource Wealth Advisors, LLC 0.06% Add +32.3% 15,467 $1.5M
Caprock Group, LLC 0.03% Reduce -19.7% 15,374 $1.5M
Richard W. Paul & Associates, LLC 0.50% Add +1.0% 15,317 $1.5M
Hantz Financial Services, Inc. 0.02% Reduce -4.1% 15,275 $1.5M
LBP Am SA 0.02% Reduce -4.8% 15,224 $1.5M
Auxier Asset Management LLC 0.21% Add +2.2% 15,192 $1.5M
Kintegral Advisory, LLC 0.13% Reduce -2.7% 15,179 $1.5M
Maltin Wealth Management, Inc. 0.60% Add +2.7% 15,145 $1.5M
GHP Investment Advisors, Inc. 0.06% Reduce -7.5% 15,122 $1.5M
Bluebird Wealth Management LLC 1.39% — 15,053 $1.5M
Praxis Investment Management Inc. 0.09% Add +80.8% 15,023 $1.5M
NorthCrest Asset Manangement, LLC 0.03% Add +100.0% 14,591 $1.5M
American Assets Investment Management, LLC 0.10% No change 15,000 $1.5M
Boyar Asset Management Inc. 0.94% Reduce -0.4% 14,978 $1.5M
Evercore Wealth Management, LLC 0.02% Reduce -7.3% 14,950 $1.5M
Postrock Partners LLC 0.64% No change 14,916 $1.5M
Glass Wealth Management Co LLC 0.61% Reduce -13.9% 14,870 $1.5M
Howard Capital Management, LLC 0.02% Add +60.5% 14,852 $1.5M
Acadian Asset Management LLC 0.00% Add +4451.5% 14,838 $1.5M
Towne Trust Company, N.A 0.46% Reduce -13.2% 14,804 $1.5M
United Asset Strategies, Inc. 0.11% Reduce -45.7% 14,743 $1.5M
Meiji Yasuda Asset Management Co Ltd. 0.07% Add +0.3% 14,704 $1.5M
Sagespring Wealth Partners, LLC 0.03% Add +16.5% 14,695 $1.5M
Alerus Financial NA 0.07% Add +10.7% 14,663 $1.5M
Integrated Advisors Network LLC 0.06% Add +3.3% 14,618 $1.4M
Cascade Investment Advisors, Inc. 0.85% Reduce -5.5% 14,606 $1.4M
Green Ridge Wealth Planning LLC 0.74% — 14,604 $1.4M
RM Financial Services, LLC 1.28% — 14,590 $1.4M
McDonald Partners LLC 0.45% Reduce -4.5% 14,519 $1.4M
Accordant Advisory Group Inc 0.99% Reduce -5.1% 14,505 $1.4M
Axxcess Wealth Management, LLC 0.03% Add +74.1% 14,474 $1.4M
Janney Capital Management LLC 0.09% Reduce -25.4% 14,432 $1.4M
Vericrest Private Wealth 1.27% — 14,397 $1.4M
JT Stratford LLC 0.18% Add +28.5% 14,320 $1.4M
Vinva Investment Management Ltd 0.02% Add +1.8% 14,159 $1.4M
Courier Capital LLC 0.08% Reduce -9.3% 14,204 $1.4M
Coppell Advisory Solutions LLC 0.14% Reduce -8.3% 14,136 $1.4M
Pathway Financial Advisers, LLC 0.41% Reduce -3.2% 14,129 $1.4M
Center for Wealth Management Advisory 1.03% — 14,128 $1.4M
Alberta Investment Management Corp 0.01% Reduce -67.7% 14,100 $1.4M
Argent Advisors, Inc. 0.39% Reduce -14.9% 14,086 $1.4M
Diversify Advisory Services, LLC 0.04% Add +30.7% 12,961 $1.4M
Bradley Foster & Sargent Inc. 0.02% Add +82.0% 13,937 $1.4M
Vestcor Inc 0.04% No change 13,933 $1.4M
Prudential PLC 0.01% Reduce -27.2% 13,928 $1.4M
Probity Advisors, Inc. 0.22% Reduce -3.8% 13,922 $1.4M
Cherokee Insurance Co 0.55% Reduce -15.1% 13,800 $1.4M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -11.7% 13,797 $1.4M
Mendel Money Management 0.57% Add +20.6% 13,795 $1.4M
Tradition Wealth Management, LLC 0.10% Reduce -2.2% 13,759 $1.4M
Vaughan Nelson Investment Management, L.P. 0.01% Reduce -19.0% 13,720 $1.4M
Venturi Wealth Management, LLC 0.06% Add +9.2% 13,616 $1.4M
Corbyn Investment Management Inc. 0.64% Reduce -2.8% 13,603 $1.3M
Waller Financial Planning Group, Inc. 0.30% No change 13,594 $1.3M
Peak Retirement Planning, Inc. 0.31% New 13,522 $1.3M
Spinnaker Trust 0.07% Reduce -11.1% 13,517 $1.3M
Heritage Trust Co 0.14% Reduce -7.2% 13,475 $1.3M
ARK Investment Management 0.01% Add +15.2% 13,383 $1.3M
Harvest Investment Advisors, LLC 0.75% Reduce -0.3% 13,377 $1.3M
Argent Trust Co 0.05% Reduce -19.4% 13,364 $1.3M
Capital Financial Group Inc\co\ 0.74% — 13,360 $1.3M
Trivium Point Advisory, LLC 0.13% Reduce -9.8% 13,337 $1.3M
Octavia Wealth Advisors, LLC 0.13% Add +18.4% 13,325 $1.3M
Radnor Capital Management, LLC 0.20% Reduce -4.8% 13,313 $1.3M
Integrity Advisory Solutions, LLC 0.19% Reduce -83.8% 13,306 $1.3M
Summit Global Investments 0.08% Add +11.6% 13,302 $1.3M
Horst & Graben Wealth Management LLC 0.20% Add +0.4% 13,293 $1.3M
Thomasville National Bank 0.08% Add +2.4% 13,261 $1.3M
Alliance Private Wealth, LLC 0.46% — 11,756 $1.3M
Flagship Harbor Advisors, LLC 0.06% Add +22.0% 13,209 $1.3M
Sunbelt Securities, Inc. 0.09% Reduce -4.5% 13,208 $1.3M
Clean Yield Group 0.36% Reduce -8.9% 13,173 $1.3M
Intellectus Partners, LLC 0.25% Add +18.3% 13,149 $1.3M
Portfolio Design Labs, LLC 0.21% Add +92.9% 13,144 $1.3M
Stock Yards Bank & Trust Co. 0.04% Reduce -11.9% 13,086 $1.3M
Brandes Investment Partners, LP 0.01% Reduce -13.5% 13,086 $1.3M
Winning Points Advisors, LLC 1.39% — 13,593 $1.3M
Avidian Wealth Enterprises, LLC 0.05% Add +0.1% 13,049 $1.3M
Spire Wealth Management 0.04% Add +144.1% 13,011 $1.3M
Tema ETFs LLC 0.10% Add +0.8% 12,999 $1.3M
Great Valley Advisor Group, Inc. 0.02% Add +9.8% 12,994 $1.3M
Wilmington Savings Fund Society, FSB 0.03% Reduce -6.0% 12,860 $1.3M
Caldwell Trust Co 0.11% Reduce -6.5% 12,857 $1.3M
Marex Group Ltd 0.01% Reduce -19.4% 12,832 $1.3M
Hexagon Capital Partners LLC 0.24% Add +3.4% 12,820 $1.3M
Douglass Winthrop Advisors, LLC 0.02% Reduce -0.0% 12,790 $1.3M
SG Trading Solutions, LLC 0.29% — 12,770 $1.3M
Atlantic Union Bankshares Corp 0.02% Reduce -31.6% 12,724 $1.3M
Syntax Research, Inc. 0.78% Reduce -40.9% 12,700 $1.3M
Cary Street Partners Financial LLC 0.03% Reduce -14.3% 12,642 $1.3M
Ballentine Partners, LLC 0.02% Add +13.8% 12,584 $1.2M
Chicago Partners Investment Group LLC 0.03% Add +18.9% 11,510 $1.2M
Meridian Wealth Management, LLC 0.04% Reduce -7.9% 12,513 $1.2M
VCI Wealth Management LLC 0.34% Add +22.8% 12,493 $1.2M
StoneX Group Inc. 0.05% Add +8.8% 12,458 $1.2M
Fideuram Asset Management (Ireland) dac 0.10% — 10,670 $1.2M
Level Financial Advisors 0.32% No change 12,382 $1.2M
N.E.W. Advisory Services LLC 0.09% Add +35.7% 12,358 $1.2M
Bridgefront Capital, LLC 0.31% New 12,304 $1.2M
Atlanta Consulting Group Advisors, LLC 0.28% Reduce -2.7% 12,304 $1.2M
Auto-Owners Insurance Co 0.03% No change 12,300 $1.2M
Westpac Banking Corp. 0.08% Add +78.5% 12,252 $1.2M
Curi Capital, LLC 0.02% Add +348.4% 12,220 $1.2M
LFG Wealth Partners, LLC 0.77% — 12,167 $1.2M
Pitcairn Wealth Advisors LLC 0.11% — 12,156 $1.2M
Callan Family Office, LLC 0.03% Add +49.0% 12,087 $1.2M
Blueshift Asset Management, LLC 0.35% Reduce -55.8% 12,062 $1.2M
Comprehensive Financial Consultants Institutional, Inc. 0.36% Add +23.5% 12,027 $1.2M
Canandaigua National Trust Co of Florida 0.74% Reduce -11.4% 11,988 $1.2M
Harbour Investment Management LLC 0.63% Reduce -22.8% 11,982 $1.2M
LJI Wealth Management, LLC 0.18% Add +65.5% 11,957 $1.2M
Intrua Financial, LLC 0.13% Reduce -4.9% 11,885 $1.2M
Bokf, NA 0.02% Reduce -56.1% 11,866 $1.2M
Gifford Fong Associates 0.23% No change 11,800 $1.2M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.04% — 11,761 $1.2M
Beese Fulmer Investment Management, Inc. 0.08% Add +33.0% 11,746 $1.2M
Laird Norton Wetherby Trust Company, LLC 0.02% New 11,738 $1.2M
Anb Bank 0.46% Reduce -1.8% 11,638 $1.2M
Brooklyn Investment Group 0.05% Add +83.7% 11,575 $1.2M
Meeder Asset Management Inc. 0.06% Add +12272.3% 11,630 $1.2M
Sivia Capital Partners, LLC 0.23% New 11,592 $1.1M
Leonteq Securities AG 0.06% Reduce -74.5% 11,540 $1.1M
Birch Hill Investment Advisors LLC 0.05% Reduce -7.8% 11,510 $1.1M
Castlekeep Investment Advisors LLC 0.51% Add +9.3% 11,459 $1.1M
Carlson Financial, Inc. 0.66% — 11,451 $1.1M
Rothschild Investment LLC 0.06% Add +86.0% 11,449 $1.1M
Quilter Plc 0.02% No change 11,399 $1.1M
Quantbot Technologies LP 0.04% Reduce -70.2% 11,353 $1.1M
Potomac Fund Management Inc. 0.04% Add +0.8% 11,324 $1.1M
Coldstream Capital Management Inc. 0.01% Add +28.7% 11,318 $1.1M
Navalign, LLC 0.28% No change 11,313 $1.1M
Sky Investment Group LLC 0.19% Reduce -34.5% 11,295 $1.1M
Harbour Investments, Inc. 0.02% Reduce -4.3% 11,270 $1.1M
Parvin Asset Management, LLC 0.90% Add +41.3% 11,245 $1.1M
Tritonpoint Wealth, LLC 0.11% Reduce -19.6% 11,245 $1.1M
Trust Co. of Toledo NA 0.11% Reduce -2.8% 11,229 $1.1M
Twin Capital Management Inc. 0.14% New 11,212 $1.1M
Fifth Third Wealth Advisors LLC 0.04% Reduce -3.2% 11,178 $1.1M
SageView Advisory Group, LLC 0.04% Reduce -0.1% 11,106 $1.1M
Shrier Wealth Management, LLC 0.44% — 11,078 $1.1M
Weaver C. Barksdale & Associates, Inc. 1.15% Reduce -11.1% 11,044 $1.1M
Mork Capital Management, LLC 0.67% Add +39.8% 11,040 $1.1M
Ostrum Asset Management 0.05% Reduce -18.2% 10,978 $1.1M
Ted Buchan & Co 0.40% Reduce -32.6% 10,977 $1.1M
Cypress Capital Group 0.12% Add +2.3% 10,956 $1.1M
IFG Advisory, LLC 0.05% Reduce -15.3% 10,953 $1.1M
Oarsman Capital, Inc. 0.14% Add +20.0% 10,871 $1.1M
Palisade Asset Management, LLC 0.10% Reduce -24.3% 10,849 $1.1M
Cygnus Capital Advisors, LLC 0.81% — 10,800 $1.1M
MBL Wealth, LLC 0.09% Add +9.8% 10,733 $1.1M
DB&C Advisors, LLC 1.33% — 10,726 $1.1M
Barnes Dennig Private Wealth Management LLC 1.07% Reduce -10.7% 10,724 $1.1M
Roberts Glore & Co. Inc. 0.28% Reduce -11.4% 10,678 $1.1M
Integrity Alliance, Llc. 0.04% Add +44.4% 10,661 $1.1M
CoreCap Advisors, LLC 0.04% Reduce -0.6% 10,658 $1.1M
KPP Advisory Services LLC 0.15% Add +1.0% 10,652 $1.1M
InvesTrust 0.41% Reduce -22.2% 10,642 $1.1M
O'Keefe Stevens Advisory, Inc. 0.27% Add +6.2% 10,638 $1.1M
New England Research & Management, Inc. 0.46% Reduce -1.9% 10,610 $1.1M
Excalibur Management Corp. 0.38% Reduce -8.6% 10,588 $1.1M
Rockland Trust Co. 0.04% Reduce -24.5% 10,561 $1.0M
Nicholas Wealth, LLC. 0.71% Add +18.7% 10,555 $1.0M
Ceera Investments, LLC 0.40% Reduce -34.8% 10,536 $1.0M
Carnegie Lake Advisors LLC 0.40% Reduce -5.2% 10,535 $1.0M
CHICAGO TRUST Co NA 0.16% Add +9.8% 10,504 $1.0M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.35% Add +6.3% 10,463 $1.0M
Mattson Financial Services, LLC 0.24% New 10,453 $1.0M
Hunter Associates Investment Management LLC 0.14% Add +40.0% 10,440 $1.0M
Rice Partnership, LLC 0.14% No change 10,439 $1.0M
PCB Capital LLC 1.65% — 10,357 $1.0M
Meeder Advisory Services, Inc. 0.04% Add +10.5% 10,354 $1.0M
HF Advisory Group, LLC 0.36% Reduce -61.7% 10,320 $1.0M
Twin Lakes Capital Management, LLC 0.45% Reduce -4.2% 10,269 $1.0M
First National Advisers, LLC 0.14% Reduce -4.0% 10,266 $1.0M
Stiles Financial Services Inc 0.31% Reduce -4.7% 10,249 $1.0M
Voya Financial Advisors, Inc. 0.10% Reduce -10.4% 10,173 $1.0M
Addison Capital Co 0.25% Reduce -18.5% 10,215 $1.0M
Western Wealth Management, LLC 0.05% Reduce -1.3% 10,209 $1.0M
Bauman Advisory Group, LLC 0.82% — 10,200 $1.0M
626 Financial, LLC 0.44% Add +143.9% 10,182 $1.0M
Texas Bank & Trust Co 0.37% Reduce -1.9% 10,180 $1.0M
Colonial Trust Co / SC 0.13% Reduce -38.4% 10,154 $1.0M
Dakota Wealth Management 0.02% Reduce -8.2% 10,141 $1.0M
DV Trading LLC 0.09% — 10,101 $1.0M
Roehl & Yi Investment Advisors, LLC 0.40% Reduce -2.2% 10,099 $1.0M
Abundance Wealth Counselors 0.17% Add +4.2% 10,095 $1.0M
Icon Wealth Advisors, LLC 0.07% Add +22.1% 10,062 $998K
Charter Research & Investment Group, Inc. 0.67% Reduce -4.4% 10,055 $997K
Volterra Technologies LP 1.02% New 10,043 $996K
Investors Research Corp 0.18% Reduce -10.9% 10,031 $995K
Hedges Asset Management LLC 0.70% Reduce -2.0% 10,000 $992K
Essex Financial Services, Inc. 0.06% Add +25.6% 9,998 $992K
Norden Group LLC 0.10% Add +7.4% 9,966 $989K
Miller Investment Management, LP 0.10% No change 9,947 $987K
Two Sigma Securities, LLC 0.14% New 9,932 $985K
Royal Fund Management, LLC 0.09% Reduce -56.5% 9,914 $983K
Montag A & Associates Inc. 0.04% Reduce -10.4% 9,899 $982K
Twin City Private Wealth, LLC 0.74% Reduce -1.6% 9,898 $982K
Cornercap Investment Counsel Inc. 0.48% Reduce -1.3% 9,895 $981K
Keystone Financial Group 0.07% Add +3.8% 9,875 $980K
Tiaa Trust, National Association 0.00% Reduce -13.5% 9,858 $978K
Aull & Monroe Investment Management Corp 0.49% Reduce -0.1% 9,850 $977K
Copia Wealth Management 0.70% No change 9,846 $977K
Tweedy, Browne Co LLC 0.08% Add +15.2% 9,842 $976K
Financial Consulate, Inc. 0.13% Add +8.7% 9,841 $976K
Greenwood Capital Associates LLC 0.11% Add +5.2% 9,819 $974K
Aaron Wealth Advisors LLC 0.05% Add +48.4% 9,819 $974K
CX Institutional 0.03% Reduce -86.3% 9,799 $972K
Redwood Investment Management, LLC 0.11% Reduce -35.5% 9,716 $964K
Jump Financial, LLC 0.01% Reduce -73.9% 9,710 $963K
Larson Financial Group LLC 0.03% Reduce -4.6% 9,694 $962K
Citizens Financial Group Inc. 0.01% Reduce -5.1% 9,647 $957K
1248 Management, LLC 0.51% Reduce -0.3% 9,600 $952K
Cidel Asset Management Inc. 0.07% Add +11.0% 9,532 $945K
GAMMA Investing LLC 0.05% Add +46.5% 9,489 $941K
ForthRight Wealth Management, LLC 0.27% Reduce -0.1% 9,442 $937K
Churchill Financial Advisors, LLC 0.29% — 9,416 $934K
Investor's Fiduciary Advisor Network, LLC 0.20% Reduce -3.3% 9,415 $933K
Southeast Asset Advisors, LLC 0.09% Add +46.9% 9,400 $932K
GoalVest Advisory LLC 0.18% New 9,332 $926K
Plimoth Trust Co. LLC 0.21% Reduce -11.2% 9,324 $925K
Modern Wealth Management, LLC 0.02% Add +7.7% 9,257 $918K
Simplicity Wealth,LLC 0.05% Add +128.4% 9,243 $917K
Gateway Investment Advisers LLC 0.01% Reduce -31.9% 9,234 $916K
Millennium Capital Advisors, LLC 0.54% Reduce -8.7% 9,208 $913K
Lowe Brockenbrough & Co. Inc. 0.04% Reduce -74.5% 9,203 $913K
Gateway Wealth Partners, LLC 0.10% Add +20.0% 9,200 $913K
Griffin Asset Management, Inc. 0.10% Reduce -66.1% 9,119 $905K
Portland Investment Counsel Inc. 0.27% No change 9,100 $903K
Visionary Wealth Advisors 0.04% Reduce -89.8% 9,083 $901K
Uniplan Investment Counsel, Inc. 0.09% New 9,076 $900K
Advisors Management Group Inc. 0.16% Add +14.8% 8,893 $882K
Hamrick Investment Counsel, llc 0.66% — 8,882 $881K
Lawood & Co. 0.83% — 8,864 $879K
VAUGHAN & Co SECURITIES, INC. 0.45% Reduce -6.9% 8,853 $878K
Granite Islands Private Wealth, LLC 0.81% — 8,895 $874K
Studio Investment Management LLC 0.16% Reduce -0.9% 8,759 $869K
Amplius Wealth Advisors, LLC 0.07% Reduce -16.0% 8,733 $866K
Mission Wealth Management, LP 0.02% Reduce -0.7% 8,730 $866K
Jefferies Financial Group Inc. 0.01% New 8,723 $865K
Arizona PSPRS Trust 0.03% New 8,700 $863K
Legacy Capital Wealth Partners, LLC 0.18% Add +48.8% 8,667 $860K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +1.6% 8,615 $855K
Roundview Capital LLC 0.05% Reduce -7.4% 8,614 $854K
Pinnacle West Asset Management, Inc. 0.55% Reduce -0.6% 8,610 $854K
Carnegie Investment Counsel 0.02% Reduce -18.5% 8,603 $853K
CSS LLC 0.14% Reduce -16.1% 8,598 $853K
Drucker Wealth 3.0, LLC 0.15% Reduce -23.2% 8,585 $852K
Johnson Investment Counsel Inc. 0.01% Reduce -28.3% 8,557 $849K
Applied Capital LLC 0.58% Add +0.0% 8,553 $848K
Brown, Lisle/Cummings, Inc. 0.21% Add +4.4% 8,490 $842K
Kondo Wealth Advisors, Inc. 0.32% Add +0.7% 8,479 $841K
Longfellow Investment Management Co. LLC 0.19% No change 8,467 $840K
Goldstone Financial Group, LLC 0.09% Reduce -22.0% 8,466 $840K
Garner Asset Management Corp 0.32% Reduce -24.6% 8,459 $839K
Hennion & Walsh Asset Management, Inc. 0.03% Reduce -2.2% 8,383 $832K
Park Place Capital Corp 0.17% Reduce -27.2% 8,344 $828K
Brian Low Financial Group, LLC 0.58% New 8,290 $822K
Mengis Capital Management, Inc. 0.14% Reduce -17.1% 8,198 $813K
Fort Washington Investment Advisors Inc. 0.00% No change 8,192 $813K
Focus Financial Network, Inc. 0.03% Add +56.1% 8,191 $812K
Osmosis Investment Management UK Ltd 0.02% — 8,169 $810K
Murphy, Middleton, Hinkle & Parker, Inc. 0.39% New 24,701 $809K
Sage Mountain Advisors LLC 0.04% Reduce -26.5% 8,128 $806K
Emerald Advisors, LLC 0.11% Add +18.0% 8,073 $801K
Net Worth Advisory Group 0.16% Add +79.8% 8,073 $801K
Arista Wealth Management, LLC 0.10% New 8,063 $800K
Supplemental Annuity Collective Trust of NJ 0.21% No change 8,000 $794K
Bridgewealth Advisory Group, LLC 0.18% No change 8,000 $794K
Shum Financial Group, Inc. 0.57% Add +36.6% 7,992 $793K
Onyx Bridge Wealth Group LLC 0.08% Add +1.0% 7,985 $792K
Detalus Advisors, LLC 0.19% Add +1.3% 7,978 $791K
Aberdeen Wealth Management LLC 0.37% Reduce -5.1% 7,961 $790K
AssuredPartners Investment Advisors, LLC 0.12% Add +158.4% 7,934 $787K
Revisor Wealth Management LLC 0.21% Add +59.0% 7,460 $784K
Neville Rodie & Shaw Inc. 0.06% Add +0.7% 7,902 $784K
Keynote Financial Services LLC 0.44% Add +5.5% 7,902 $784K
Mesirow Financial Investment Management, Inc. 0.02% Reduce -37.0% 7,885 $782K
Westbourne Investments, Inc. 0.36% Add +1.2% 7,876 $781K
Purkiss Capital Advisors LLC 0.37% No change 7,858 $779K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.60% — 7,786 $772K
Altus Wealth Group LLC 0.31% New 7,735 $767K
Caerus Investment Advisors, LLC 0.26% New 7,733 $767K
Anchyra Partners LLC 0.24% — 7,729 $767K
Campbell & CO Investment Adviser LLC 0.04% New 7,728 $767K
Colonial Trust Advisors 0.06% Reduce -48.4% 7,703 $764K
LaFleur & Godfrey LLC 0.09% Add +0.1% 7,690 $763K
United Community Bank 0.29% Reduce -31.5% 7,688 $763K
Regal Investment Advisors LLC 0.05% Add +7.7% 7,678 $762K
Clark Capital Management Group, Inc. 0.00% Add +1.9% 7,675 $761K
Machina Capital S.A.S. 0.14% New 7,649 $759K
Berkshire Asset Management LLC 0.03% Reduce -9.8% 7,646 $758K
Smartleaf Asset Management LLC 0.03% Add +31.6% 7,598 $757K
King Wealth Management Group 0.09% No change 7,632 $757K
Harrington Investments, INC 0.38% Add +6.4% 7,629 $757K
Carson Advisory Inc. 0.39% Reduce -26.1% 7,565 $750K
Wolff Financial Management LLC 0.17% Add +0.1% 7,564 $750K
Eldridge Investment Advisors, Inc. 0.17% Add +0.1% 7,564 $750K
Abel Hall, LLC 0.17% Add +20.7% 7,552 $749K
Wealthspire Advisors, LLC 0.01% Add +125.0% 7,544 $748K
Ethic Inc. 0.01% Reduce -71.7% 7,515 $745K
Southport Management, L.L.C. 2.60% New 7,500 $744K
GC Wealth Management RIA, LLC 0.03% Reduce -34.9% 7,443 $738K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +44.5% 7,441 $738K
Davis Investment Partners, LLC 0.26% Add +55.4% 7,252 $733K
Noble Family Wealth, LLC 0.15% Reduce -0.4% 7,360 $730K
Taylor Hoffman Capital Management LLC 0.22% No change 7,328 $727K
Insigneo Advisory Services, LLC 0.05% Reduce -3.2% 7,325 $727K
Eaton Financial Holdings Company, LLC 0.19% Add +0.2% 7,264 $721K
Larry Mathis Financial Planning, LLC 0.64% — 7,262 $720K
Koss-Olinger Consulting, LLC 0.06% Reduce -56.9% 7,252 $719K
Indivisible Partners 0.08% — 7,220 $716K
Forum Financial Management, LP 0.01% Add +83.5% 7,214 $716K
Collaborative Wealth Managment Inc. 0.25% Add +34.6% 7,190 $713K
Shelton Capital Management 0.01% No change 7,159 $710K
Access Investment Management LLC 0.19% No change 8,500 $710K
Arq Wealth Advisors, LLC 0.19% Add +1.0% 7,145 $709K
Acorn Wealth Advisors, LLC 0.21% Reduce -2.4% 7,134 $708K
Baxter Bros Inc. 0.08% Reduce -19.2% 7,098 $704K
Cigna Investments Inc. 0.10% Reduce -0.9% 7,077 $702K
SBI Securities Co., Ltd. 0.02% Add +11.0% 7,061 $700K
TCV Trust & Wealth Management, Inc. 0.06% No change 7,060 $700K
Forge Financial Services LLC 0.30% Add +30.3% 7,038 $698K
Renasant Bank 0.47% Reduce -30.2% 7,035 $698K
Farmers National Bank 0.16% Reduce -37.3% 7,027 $697K
Continuum Advisory, LLC 0.07% Reduce -1.3% 7,025 $697K
Johnson Financial Group, Inc. 0.03% Reduce -0.5% 7,004 $695K
Denali Advisors LLC 0.08% Add +14.8% 7,000 $694K
Belpointe Asset Management LLC 0.03% New 6,998 $694K
Mitchell Sinkler & Starr 0.31% Reduce -14.7% 6,998 $694K
LSV Asset Management 0.00% New 7,000 $694K
Procyon Advisors, LLC 0.03% Reduce -15.9% 6,970 $691K
St. Johns Investment Management Company, LLC 0.29% Add +7.5% 6,953 $690K
Perbak Capital Partners LLP 0.21% New 6,950 $689K
Erste Asset Management GmbH 0.01% Add +37.2% 6,909 $689K
Fortis Advisors, LLC 0.38% Add +27.9% 6,941 $688K
Legacy Capital Group California, Inc. 0.17% Reduce -0.5% 6,934 $688K
Tred Avon Family Wealth, LLC 0.22% Reduce -7.8% 6,918 $686K
Rovin Capital /Ut/ 0.18% Add +11.9% 6,912 $686K
Park National Corp. 0.02% Reduce -55.6% 6,900 $684K
Cora Capital Advisors LLC 0.27% Reduce -31.2% 6,874 $682K
Balboa Wealth Partners 0.11% Add +0.8% 6,870 $681K
Fulton Bank, N.A. 0.02% Reduce -26.6% 6,865 $681K
SVB Wealth LLC 0.04% Reduce -9.0% 6,861 $681K
Caption Management, LLC 0.03% Reduce -60.6% 6,825 $677K
Ameritas Investment Partners, Inc. 0.02% Reduce -1.4% 6,825 $677K
Greenleaf Trust 0.01% Add +31.5% 6,820 $676K
Advance Capital Management, Inc. 0.03% Reduce -9.7% 6,789 $673K
King Luther Capital Management Corp. 0.00% New 6,787 $673K
Prosperity Consulting Group, LLC 0.03% Add +4.1% 6,786 $673K
Caldwell Sutter Capital, Inc. 0.29% Add +8.7% 6,780 $673K
Bluespring Wealth Management, LLC 0.06% Reduce -1.1% 6,770 $672K
Fiscal Wisdom Wealth Management, LLC 0.63% Reduce -0.7% 6,765 $671K
Maverick Capital 0.01% Reduce -83.9% 6,750 $670K
Galvin, Gaustad & Stein, LLC 0.05% Add +0.1% 6,739 $668K
Essential Partners LLC 0.21% Add +453.5% 6,736 $668K
Crescent Grove Advisors, LLC 0.06% Reduce -3.1% 6,700 $665K
Englebert Financial Advisers, LLC 0.76% — 6,696 $664K
Profund Advisors LLC 0.02% Reduce -13.6% 6,671 $662K
AIMZ Investment Advisors, LLC 0.19% Reduce -1.5% 6,650 $660K
Wealth Management Partners, LLC 0.19% Reduce -18.1% 6,642 $659K
Bowen Hanes & Co. Inc. 0.02% Reduce -21.1% 6,640 $659K
Performance Wealth Partners, LLC 0.02% New 6,636 $658K
Richwood Investment Advisors, LLC 0.47% Reduce -0.9% 5,607 $658K
Alkeme Wealth, LLC 0.28% Reduce -17.4% 6,625 $657K
Balefire, LLC 0.13% Reduce -1.1% 6,623 $657K
Alpha Cubed Investments, LLC 0.02% No change 6,619 $657K
Pensionfund Sabic 0.18% No change 6,600 $655K
Guidance Capital, Inc. 0.16% Add +2.5% 5,985 $654K
Parcion Private Wealth LLC 0.04% New 6,586 $653K
Forza Wealth Management, LLC 0.24% Add +8.0% 6,572 $652K
Accurate Wealth Management, LLC 0.08% Reduce -5.7% 6,029 $652K
Aviance Capital Partners, LLC 0.07% Reduce -14.7% 6,561 $651K
Wellington Shields & Co., LLC 0.16% Reduce -26.8% 6,513 $646K
Curbstone Financial Management Corp 0.12% Reduce -35.8% 6,512 $646K
Strategic Blueprint, LLC 0.04% Reduce -29.5% 6,504 $645K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -5.0% 6,486 $643K
Elgethun Capital Management 0.11% Add +169.6% 6,482 $643K
Lazard Asset Management LLC 0.00% Add +1.6% 6,477 $642K
Grey Ledge Advisors, LLC 0.14% Add +147.1% 6,460 $641K
Confluence Wealth Services, Inc. 0.03% Reduce -7.8% 6,454 $640K
Colonial River Investments, LLC 0.23% Reduce -22.4% 6,448 $640K
Syon Capital LLC 0.03% Add +33.1% 6,442 $639K
Leo Wealth, LLC 0.05% New 6,424 $637K
PFC Capital Group, Inc. 0.26% Reduce -16.4% 6,411 $635K
Marathon Trading Investment Management LLC 0.08% Reduce -65.2% 6,400 $635K
Total Wealth Planning & Management, Inc. 0.50% — 6,387 $634K
Alan B Lancz & Associates, Inc. 0.56% No change 6,370 $632K
Eagle Bluffs Wealth Management LLC 0.25% Reduce -15.2% 6,324 $627K
SOA Wealth Advisors, LLC. 0.10% Reduce -4.4% 6,323 $627K
Fiduciary Group, LLC 0.05% Reduce -46.7% 6,273 $622K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Add +48.0% 6,268 $622K
Acropolis Investment Management, LLC 0.03% Add +13.0% 6,254 $620K
Berkeley Capital Partners, LLC 0.15% Reduce -54.4% 6,247 $620K
Bessemer Group Inc. 0.00% Add +13.7% 6,240 $619K
W.G. Shaheen & Associates DBA Whitney & Co 0.05% Add +28.3% 6,237 $619K
Lanark Financial, Inc. 0.05% Add +7.6% 6,195 $615K
Absher Wealth Management, LLC 0.07% Reduce -21.9% 6,132 $608K
Coyle Financial Counsel LLC 0.13% Add +6.2% 6,113 $606K
Financial Sense Advisors, Inc. 0.13% New 6,000 $595K
Tradewinds Capital Management, LLC 0.13% No change 6,000 $595K
Strait & Sound Wealth Management LLC 0.22% Reduce -13.3% 5,999 $595K
Kercheville Advisors, LLC 0.16% Add +18.5% 5,440 $595K
Waddell & Associates, LLC 0.04% New 5,994 $595K
Clear Street Group Inc. 0.00% New 5,971 $592K
Diversified Management Inc. 0.14% — 5,950 $590K
Headinvest, LLC 0.12% Reduce -8.7% 5,923 $588K
Evoke Wealth, LLC 0.01% Add +95.0% 5,913 $586K
Phoenix Financial Ltd. 0.01% Add +21.4% 5,911 $586K
XTX Topco Ltd 0.02% Reduce -69.1% 5,906 $586K
MCF Advisors LLC 0.03% Add +753.8% 5,874 $583K
Forteris Wealth Management Inc. 0.57% — 5,866 $582K
North Star Asset Management Inc. 0.02% Reduce -4.1% 5,854 $581K
Bigelow Investment Advisors, LLC 0.23% Reduce -10.6% 5,814 $577K
Transcend Capital Advisors, LLC 0.04% Add +76.0% 5,802 $576K
Legacy Financial Advisors, Inc. 0.08% Add +7.3% 5,796 $575K
Alpha Omega Wealth Management LLC 0.10% Reduce -4.4% 5,787 $574K
Herold Advisors, Inc. 0.13% Add +16.8% 5,785 $574K
Journey Strategic Wealth LLC 0.02% New 5,784 $574K
Harbour Trust & Investment Management Co 0.06% Reduce -7.8% 5,778 $573K
Sharp Wealth Advisory, LLC 0.29% Reduce -33.8% 5,775 $573K
Nations Financial Group Inc, /Ia/ 0.03% Add +52.4% 5,726 $568K
Deseret Mutual Benefit Administrators 0.24% Add +7.2% 5,716 $567K
Jefferson Bridge Capital, LLC 0.57% — 5,685 $564K
Ipsen Advisor Group LLC 0.40% Add +1.7% 5,670 $562K
Joel Isaacson & Co., LLC 0.02% Reduce -15.0% 5,645 $560K
49 Wealth Management, LLC 0.05% New 5,642 $560K
Rothschild Wealth LLC 0.05% Add +76.3% 5,629 $558K
Kanawha Capital Management LLC 0.04% No change 5,564 $552K
Clearwave Capital, LLC 0.41% — 5,547 $550K
Principle Wealth Partners LLC 0.03% Add +0.9% 5,491 $545K
Future Financial Wealth Managment LLC 0.37% Reduce -32.7% 5,100 $543K
Calton & Associates, Inc. 0.08% Add +3.3% 5,438 $539K
Darwin Wealth Management, LLC 0.17% Add +0.7% 5,412 $537K
SeaCrest Wealth Management, LLC 0.05% Reduce -5.3% 5,087 $536K
Jessup Wealth Management, Inc 0.18% New 5,400 $536K
Silver Oak Securities, Incorporated 0.04% Reduce -20.7% 5,374 $535K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -1.2% 5,394 $535K
Simon Quick Advisors, LLC 0.02% Add +4.4% 5,387 $534K
Keudell/Morrison Wealth Management 0.11% — 5,386 $534K
TD Private Client Wealth LLC 0.01% Reduce -27.4% 5,368 $532K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.18% Reduce -23.1% 5,365 $532K
Discipline Wealth Solutions, LLC 0.10% No change 5,355 $531K
Opinicus Capital, Inc. 0.37% Reduce -41.8% 5,347 $530K
HM Payson & Co. 0.01% Reduce -0.4% 5,329 $529K
Archer Investment Corp 0.12% Reduce -3.7% 5,321 $528K
Carlson Capital, L.P. 0.25% Reduce -39.8% 5,300 $526K
Womack Financial LLC 0.39% Add +12.5% 5,287 $524K
Blue Trust, Inc. 0.01% Reduce -66.5% 5,285 $524K
J Hagan Capital, Inc. 0.29% Add +0.1% 5,266 $522K
Houlihan Financial Resource Group, Ltd. 0.20% New 5,263 $522K
Gallagher Fiduciary Advisors, LLC 0.02% Reduce -5.5% 5,258 $522K
Institute for Wealth Management, LLC. 0.06% Reduce -20.1% 5,252 $521K
Legacy Advisors, LLC 0.06% Add +5.5% 5,236 $519K
Bannerstone Capital Management, LLC 0.50% — 5,232 $519K
Charter Capital Management, LLC\DE 0.27% Reduce -36.6% 5,217 $518K
Bangor Savings Bank 0.04% Reduce -4.4% 5,205 $516K
Davis R M Inc. 0.01% Reduce -51.5% 5,200 $516K
Bison Wealth, LLC 0.06% Reduce -28.2% 5,374 $515K
Lantz Financial LLC 0.11% Reduce -69.3% 5,184 $514K
CMT Capital Markets Trading GmbH 0.34% Add +95.8% 5,185 $514K
White Knight Strategic Wealth Advisors, LLC 0.38% Reduce -4.6% 5,181 $514K
Lake Hills Wealth Management, LLC 0.27% New 5,177 $514K
ABN AMRO Bank N.V. 0.00% Add +31.8% 5,160 $512K
GTS Securities LLC 0.02% New 5,149 $511K
Brio Consultants, LLC 0.07% Reduce -2.5% 5,145 $510K
Minot DeBlois Advisors LLC 0.46% Reduce -10.6% 5,115 $507K
Kera Capital Partners, Inc. 0.06% New 4,774 $507K
Northcape Wealth Management, LLC 0.14% Add +8.9% 5,106 $506K
Ar Asset Management Inc. 0.10% No change 5,100 $506K
Sterneck Capital Management, LLC 0.23% Reduce -60.2% 5,100 $506K
Chicago Capital, LLC 0.01% Add +2.0% 5,084 $504K
Quadcap Wealth Management, LLC 0.06% Reduce -0.1% 5,077 $504K
Advisortrust Partners, LLC 0.22% — 5,057 $502K
Stoneridge Investment Partners LLC 0.35% Reduce -3.9% 5,049 $501K
Asahi Life Asset Management Co., LTD. 0.28% New 5,035 $499K
Banco Santander, S.A. 0.00% Reduce -75.7% 5,026 $499K
Diversify Wealth Management, LLC 0.02% Reduce -3.0% 4,675 $498K
Johnson & White Wealth Management, LLC 0.22% Add +18.4% 5,021 $498K
Earned Wealth Advisors, LLC 0.04% Add +77.6% 5,018 $498K
AlTi Global, Inc. 0.01% Add +6.3% 5,004 $496K
Autumn Glory Partners, LLC 0.17% No change 5,000 $496K
Summit Securities Group LLC 0.09% Reduce -72.5% 4,997 $496K
Wealth Alliance Advisory Group, LLC 0.08% Reduce -1.5% 4,987 $495K
J. Derek Lewis & Associates Inc. 0.12% — 4,985 $494K
Brown Financial Advisors 0.18% New 4,965 $492K
Greenwich Wealth Management LLC 0.02% Add +6.7% 4,962 $492K
AlphaQuest LLC 0.03% Add +6.8% 4,958 $492K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 4,935 $489K
Powers Advisory Group, LLC 0.18% Add +7.1% 4,928 $489K
Monetary Management Group Inc. 0.11% Reduce -7.1% 4,925 $489K
Krane Funds Advisors LLC 0.02% Reduce -9.2% 4,905 $487K
Sittner & Nelson, LLC 0.17% Reduce -23.4% 4,140 $486K
Advisor OS, LLC 0.04% New 4,867 $483K
Claro Advisors Inc. 0.07% Add +19.9% 4,858 $482K
Fortress Financial Group, LLC 0.35% Reduce -12.1% 4,828 $479K
Raab & Moskowitz Asset Management LLC 0.10% Reduce -4.5% 4,823 $478K
Calamos Wealth Management LLC 0.02% Add +8.8% 4,822 $478K
TSG Advice Partners, LLC 0.07% — 4,816 $478K
LifeGuide Financial Advisors, LLC 0.16% Reduce -4.0% 4,725 $477K
LMG Wealth Partners, LLC 0.09% Add +37.3% 4,799 $476K
Jackson Thornton Wealth Management, LLC 0.04% New 4,507 $474K
Diversified Enterprises, LLC 0.03% New 4,777 $474K
R.H. Dinel Investment Counsel, Inc. 0.35% Reduce -22.7% 4,775 $474K
Groupama Asset Managment 0.01% Reduce -9.4% 4,744 $471K
CENTRAL TRUST Co 0.01% Reduce -8.4% 4,738 $470K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -17.3% 4,462 $469K
Cetera Trust Company, N.A 0.25% Reduce -1.4% 4,733 $469K
Elevated Capital Advisors, LLC 0.11% Reduce -7.5% 4,696 $466K
Beacon Financial Advisory LLC 0.11% Reduce -60.1% 4,692 $465K
Kenora Financial, LLC 0.16% No change 4,682 $464K
Annis Gardner Whiting Capital Advisors, LLC 0.09% Add +161.2% 4,671 $463K
Community Bank & Trust, Waco, Texas 0.10% Reduce -3.5% 4,670 $463K
Coordinated Financial Services, Inc. 0.27% Add +11.1% 4,646 $461K
waypoint wealth counsel 0.17% Add +61.4% 4,641 $460K
Nvest Financial, LLC 0.19% New 4,641 $460K
Platform Technology Partners 0.10% Add +19.8% 4,626 $459K
Marshall Financial Group, LLC 0.09% Reduce -1.2% 4,618 $458K
Lighthouse Financial Services Inc. 0.11% — 4,616 $458K
Diligent Investors, LLC 0.11% Reduce -11.2% 4,599 $456K
AMG National Trust Bank 0.01% Reduce -13.6% 4,597 $456K
Cohen Capital Management, Inc. 0.07% No change 4,585 $455K
Hoxton Planning & Management, LLC 0.14% Add +20.3% 4,581 $454K
Lincoln Capital LLC 0.08% Reduce -16.6% 4,578 $454K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +74.2% 4,571 $453K
Aegis Wealth Management, Inc. 0.35% — 4,547 $451K
Burns Matteson Capital Management, LLC 0.18% Add +10.3% 4,541 $450K
Stonebridge Financial Group, LLC 0.04% Reduce -6.8% 4,532 $450K
SkyOak Wealth, LLC 0.08% Add +6.0% 4,503 $447K
Solitude Financial Services 0.15% No change 4,500 $446K
Parsons Capital Management Inc. 0.02% Reduce -4.7% 4,489 $445K
Howland Capital Management LLC 0.02% Reduce -12.6% 4,489 $445K
Brady Martz Wealth Solutions, LLC 0.08% Reduce -3.4% 4,487 $445K
Roble, Belko & Company, Inc 0.06% Add +7.5% 4,480 $444K
WestHill Financial Advisors, Inc. 0.08% Add +0.1% 4,466 $443K
Panagora Asset Management Inc. 0.00% Reduce -10.8% 4,450 $441K
Silverlake Wealth Management LLC 0.10% Reduce -0.4% 4,449 $441K
Mayflower Financial Advisors, LLC 0.05% Reduce -19.9% 4,440 $440K
Archford Capital Strategies, LLC 0.05% Reduce -0.1% 4,432 $440K
Winthrop Advisory Group LLC 0.04% Add +1.5% 4,426 $439K
Turtle Creek Wealth Advisors, LLC 0.03% Add +73.9% 4,422 $439K
Azimuth Capital Investment Management LLC 0.02% Add +3.5% 4,400 $436K
Virtue Capital Management, LLC 0.07% Reduce -45.7% 4,285 $433K
Capstone Investment Advisors, LLC 0.00% Reduce -93.0% 4,354 $432K
Hutner Capital Management Inc. 0.18% Reduce -1.1% 4,340 $431K
Seelaus Asset Management LLC 0.35% Add +9.4% 4,340 $431K
Patrick M Sweeney & Associates, Inc. 0.27% Reduce -10.9% 4,336 $430K
CI Investments Inc. 0.00% Reduce -23.1% 4,328 $429K
Marks Group Wealth Management, Inc 0.04% Reduce -1.6% 4,319 $428K
Uncommon Cents Investing LLC 0.10% Add +17.4% 4,308 $427K
State of Wyoming 0.05% New 4,307 $427K
Twinbeech Capital LP 0.03% Add +8.8% 4,300 $427K
Sylvest Advisors, LLC 0.23% Reduce -19.0% 4,290 $426K
Crestwood Advisors Group, LLC 0.01% Add +73.4% 4,259 $422K
Kennedy Investment Group, Inc. 0.16% Add +7.1% 4,252 $422K
Oakland Financial Corp. 6.98% No change 4,250 $422K
Hodges Capital Management Inc. 0.04% Reduce -44.1% 4,237 $420K
Rare Wolf Capital LLC 0.26% — 4,232 $420K
JFS Wealth Advisors, LLC 0.02% Add +3.5% 4,225 $419K
BlueSky Wealth Advisors, LLC 0.06% Reduce -3.4% 4,213 $418K
Destiny Wealth Partners, LLC 0.05% Add +1.6% 3,905 $418K
Copley Financial Group, Inc. 0.26% New 4,184 $415K
Fiduciary Trust Co 0.00% Add +4.8% 4,160 $413K
Kentucky Trust Co 0.22% Add +5.1% 4,153 $412K
1ST Source Bank 0.02% Reduce -5.8% 4,152 $412K
Private Trust Co. NA 0.04% Reduce -21.1% 4,144 $411K
Abc Arbitrage SA 0.04% New 4,139 $411K
Shakespeare Wealth Management, LLC 0.09% Add +1.4% 4,137 $410K
Lecap Asset Management Ltd. 0.16% Add +52.2% 4,135 $410K
Taylor Financial Group, Inc. 0.24% Reduce -38.7% 4,103 $407K
Penserra Capital Management LLC 0.00% Reduce -0.3% 4,078 $403K
Cadent Capital Advisors, LLC 0.11% Add +2.7% 4,058 $402K
Gibbs Wealth Management 0.10% Reduce -1.3% 3,724 $402K
CFS Investment Advisory Services, LLC 0.03% Reduce -5.0% 4,056 $402K
Bucket List Wealth Management, LLC 0.24% — 4,055 $402K
New Wave Wealth Advisors LLC 0.15% Add +11.8% 4,049 $402K
VeraBank, N.A. 0.07% Reduce -0.5% 4,044 $401K
Peoples Financial Services Corp. 0.19% Add +2.5% 4,030 $400K
RDA Financial Network 0.10% Reduce -15.1% 4,027 $399K
Allred Capital Management, LLC 0.14% Add +1.0% 3,997 $396K
Bollard Group LLC 0.01% Reduce -11.2% 3,993 $396K
Flputnam Investment Management Co. 0.01% Reduce -52.8% 3,985 $395K
Inlet Private Wealth, LLC 0.09% Reduce -81.4% 3,980 $395K
Equitable Trust Co. 0.02% Reduce -1.3% 3,975 $394K
Lifeworks Advisors, LLC 0.05% Add +4.2% 3,968 $394K
Private Wealth Asset Management, LLC 0.04% Reduce -19.2% 3,966 $393K
Everpar Advisors LLC 0.15% New 3,951 $392K
Resonant Capital Advisors, LLC 0.02% New 3,927 $390K
Rwa Wealth Partners, LLC 0.00% Reduce -62.9% 3,925 $389K
Journey Retirement Planning & Investment Management LLC 0.08% — 3,912 $388K
Midland Wealth Advisors, LLC 0.02% Reduce -24.8% 3,913 $388K
MBM Wealth Consultants, LLC 0.09% Add +9.7% 3,910 $388K
Valmark Advisers, Inc. 0.00% Reduce -19.8% 3,875 $384K
Ingalls & Snyder LLC 0.01% Reduce -18.1% 3,868 $384K
Acorns Advisers, LLC 0.00% Add +3.1% 3,864 $383K
Howard Financial Services, LTD. 0.04% Add +8.7% 3,859 $383K
Garton & Associates Financial Advisors LLC 0.22% — 3,854 $382K
Encompass More Asset Management 0.07% No change 3,853 $382K
Murphy & Mullick Capital Management Corp 0.28% Add +5.2% 3,849 $382K
CWA Asset Management Group, LLC 0.01% Add +1.4% 3,832 $380K
Realta Investment Advisors 0.12% Add +11.2% 3,825 $379K
Alliance Wealth Advisors, LLC 0.08% Reduce -25.1% 3,823 $379K
Boothbay Fund Management, LLC 0.01% Reduce -59.8% 3,813 $378K
Annex Advisory Services, LLC 0.01% Reduce -0.8% 3,812 $378K
Lodestone Wealth Management LLC 0.15% Add +1.6% 3,810 $378K
Everstar Asset Management, LLC 0.20% Reduce -59.4% 3,800 $377K
EntryPoint Capital, LLC 0.15% New 3,797 $377K
Personal Cfo Solutions, LLC 0.06% Reduce -9.0% 3,790 $376K
MeadowBrook Investment Advisors LLC 0.33% Reduce -14.0% 3,784 $375K
Lewis Asset Management, LLC 0.15% Add +8.8% 3,770 $374K
Thrive Wealth Management, LLC 0.05% New 3,765 $373K
Durante & Waters, LLC 0.26% Add +0.0% 3,762 $373K
First Nebraska Trust Co 0.03% Reduce -5.0% 3,761 $373K
L2 Asset Management, LLC 0.05% Add +7.5% 3,760 $373K
Mechanics Bank Trust Department 0.05% Reduce -12.4% 3,755 $372K
CRA Financial Services, LLC 0.05% Reduce -22.1% 3,744 $371K
Summit Asset Management, LLC 0.05% Reduce -1.6% 3,743 $371K
Spurstone Advisory Services, LLC 5.84% Add +2.8% 3,742 $371K
Wealth Advisory Solutions, LLC 0.09% Reduce -27.6% 3,739 $371K
Steel Grove Capital Advisors, LLC 0.04% Reduce -75.7% 3,739 $371K
Conning Inc. 0.01% Add +0.8% 3,737 $371K
Centerline Wealth Advisors, LLC 0.13% Add +0.1% 3,735 $370K
Northstar Group, Inc. 0.05% Reduce -6.5% 3,730 $370K
Stevens Capital Management LP 0.13% New 3,730 $370K
Tyche Wealth Partners LLC 0.06% Reduce -4.7% 3,730 $370K
Parkside Financial Bank & Trust 0.03% Add +1.0% 3,726 $370K
Pacific Sage Partners, LLC 0.06% Reduce -3.6% 3,724 $369K
Barr E S & Co. 0.02% No change 3,717 $369K
Atticus Wealth Management, LLC 0.09% Reduce -20.1% 3,698 $367K
Successful Portfolios LLC 0.19% Add +15.9% 3,392 $367K
Adams Wealth Management 0.08% Reduce -4.8% 3,686 $366K
CacheTech Inc. 0.07% Reduce -4.8% 3,686 $366K
RIA Advisory Group LLC 0.09% Reduce -2.2% 3,677 $365K
Vista Investment Partners LLC 0.10% No change 3,676 $365K
Sard Wealth Management Group, LLC 0.20% Reduce -0.5% 3,660 $363K
Capital International Sarl 0.01% No change 3,660 $363K
Pettyjohn, Wood & White, Inc. 0.06% Reduce -7.0% 3,646 $362K
Nordwand Advisors, LLC 0.06% No change 3,645 $362K
Greenline Partners, LLC 0.04% Reduce -14.9% 3,626 $360K
Buttonwood Financial Advisors Inc. 0.12% Reduce -2.7% 3,617 $359K
Zions Bancorporation, National Association 0.02% Add +2294.0% 3,615 $359K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +1.2% 3,340 $358K
SYM FINANCIAL Corp 0.04% New 3,606 $358K
GeoWealth Management, LLC 0.01% Add +12.4% 3,604 $357K
Madrid Wealth Management, LLC 0.29% — 3,591 $356K
Elevation Point Wealth Partners, LLC 0.02% New 3,575 $355K
Finward Bancorp 0.28% No change 3,570 $354K
Thayer Partners, LLC / MA 0.17% — 3,567 $354K
Secured Retirement Advisors, LLC 0.20% Reduce -6.1% 3,565 $354K
ZEGA Investments, LLC 0.07% New 3,542 $351K
City State Bank 0.10% Reduce -15.3% 3,531 $350K
Global Trust Wealth Management LLC 0.26% — 3,528 $350K
Northstar Financial Companies, Inc. 0.28% New 3,514 $349K
Capital Advisors Inc. 0.01% Reduce -12.6% 3,507 $348K
Family Legacy, Inc. 0.10% No change 3,504 $348K
Diversified Trust Co. 0.01% Add +18.7% 3,502 $347K
One68 Global Capital, LLC 4.09% New 3,500 $347K
Shay Capital LLC 0.06% New 3,500 $347K
Lansing Street Advisors 0.09% Add +0.9% 3,489 $346K
Nicolet Advisory Services, LLC 0.02% Add +5.2% 3,201 $346K
Strategic Investment Solutions, Inc. 0.08% Add +0.0% 3,473 $345K
Aurora Private Wealth, Inc. 0.23% — 3,459 $343K
NCM Capital Management, LLC 0.13% Reduce -16.7% 3,442 $341K
Union Bancaire Privee, UBP SA 0.00% Add +5117.6% 3,548 $341K
Rooted Wealth Advisors, Inc. 0.10% Add +4.7% 2,902 $339K
HUB Investment Partners, LLC 0.01% Reduce -13.3% 3,410 $338K
Aprio Wealth Management, LLC 0.02% New 3,376 $336K
Ares Financial Consulting, LLC 0.32% — 3,383 $336K
Frec Markets, Inc. 0.10% — 3,378 $335K
Formidable Asset Management, LLC 0.05% Add +4.8% 4,009 $335K
U S Global Investors Inc. 0.04% Add +0.0% 3,373 $335K
Versant Capital Management, Inc 0.04% Reduce -16.6% 3,372 $334K
Kathmere Capital Management, LLC 0.02% New 3,370 $334K
Symphony Financial, Ltd. Co. 0.04% Reduce -70.7% 3,357 $333K
RPS Advisory Solutions LLC 0.16% Reduce -40.4% 3,354 $333K
TBH Global Asset Management, LLC 0.06% New 3,352 $332K
rebel Financial LLC 0.14% Add +0.0% 3,341 $331K
Sterling Investment Counsel, LLC 0.09% Add +0.8% 3,338 $331K
Capital Analysts, LLC 0.01% Reduce -2.2% 3,318 $329K
Hilton Head Capital Partners, LLC 0.19% — 3,309 $328K
Allegiance Financial Group Advisory Services LLC 0.07% New 3,297 $327K
LS Investment Advisors, LLC 0.05% Add +11.4% 3,275 $325K
Federated Hermes, Inc. 0.00% Add +77.2% 3,264 $324K
FRG Family Wealth Advisors LLC 0.05% Reduce -7.3% 3,255 $323K
Transcendent Capital Group LLC 0.15% New 3,241 $322K
Wimmer Associates 1, LLC 0.15% No change 3,237 $321K
Eaton-Cambridge Inc. 0.11% Add +4.3% 3,235 $321K
Tempo Wealth, LLC 0.06% — 3,235 $321K
WASHINGTON TRUST Co 0.01% Reduce -13.2% 3,221 $319K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -0.7% 3,219 $319K
Smith Chas P & Associates Pa Cpas 0.02% New 3,217 $319K
Southland Equity Partners LLC 0.06% Add +1.3% 3,214 $319K
Jacobs & Co. 0.03% Reduce -9.8% 3,212 $318K
WealthTrak Capital Management LLC 0.23% Add +1.6% 3,204 $318K
Wynn Capital, LLC 0.15% Add +5.3% 3,195 $317K
Verus Capital Partners, LLC 0.02% Add +10.3% 3,187 $316K
Gsa Capital Partners LLP 0.03% New 3,182 $316K
LVW Advisors, LLC 0.03% Add +4.2% 3,174 $315K
Financial Engines Advisors L.L.C. 0.00% Reduce -9.6% 3,173 $315K
Eagle Harbor Asset Management Inc. 0.26% Reduce -3.1% 3,172 $315K
Pflug Koory, LLC 0.15% No change 3,172 $315K
Lauer Wealth, LLC 0.24% Reduce -11.3% 2,928 $313K
Walser Wealth Management Company, A Ltd Liability Co 0.17% — 3,154 $313K
Rexford Capital Inc. 0.24% Reduce -4.5% 3,144 $312K
Jeppson Wealth Management, LLC 0.10% Reduce -1.6% 3,143 $312K
Seamount Financial Group Inc. 0.14% Reduce -24.2% 3,125 $310K
PeakShares LLC 0.30% — 3,117 $309K
Castleview Partners, LLC 0.15% Add +28.1% 3,116 $309K
City Holding Co. 0.04% Reduce -28.7% 3,115 $309K
MKT Advisors LLC 0.11% Reduce -5.9% 3,027 $309K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -63.9% 3,111 $309K
Wilson & Boucher Capital Management, LLC 0.20% Reduce -9.6% 3,100 $307K
Old Mission Investment Co LLC 0.07% Add +1.4% 3,088 $306K
Poinciana Advisors Group, LLC 0.24% New 3,087 $306K
Farmers Trust Co. 0.05% Reduce -1.6% 3,084 $306K
Paces Ferry Wealth Advisors, LLC 0.12% Reduce -15.6% 3,083 $306K
Creegan & Nassoura Financial Group, LLC 0.20% Reduce -9.8% 3,080 $306K
Breakwater Capital Group 0.04% Reduce -9.2% 3,074 $305K
Xcelsior Advisor Partners LLC 0.15% — 3,072 $305K
Morey & Quinn Wealth Partners, LLC 0.22% Reduce -3.3% 3,065 $304K
Diamant Asset Management, Inc. 0.22% No change 3,060 $304K
MIdWestOne Financial Group, Inc. 0.03% No change 3,045 $302K
Pathway Financial Advisors LLC 0.04% Add +0.6% 2,863 $301K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -43.4% 3,030 $301K
First Financial Bank - Trust Division 0.02% Reduce -5.3% 3,027 $300K
Palumbo Wealth Management LLC 0.07% Add +1.4% 3,023 $300K
Compass Capital Corp. /Ma/ 0.12% Add +1.8% 2,522 $299K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.14% Add +100.0% 3,000 $298K
Clearbridge Investments, LLC 0.00% Reduce -0.1% 2,992 $297K
MJT & Associates Financial Advisory Group, Inc. 0.22% Reduce -1.4% 2,991 $297K
Lighthouse Investment Partners, LLC 0.01% New 2,990 $297K
Founders Financial Alliance, LLC 0.06% Reduce -28.6% 2,990 $297K
Atlas Brown,Inc. 0.09% Add +8.2% 2,976 $295K
Heartwood Wealth Advisors LLC 0.03% Add +8.5% 2,971 $295K
Northwest Wealth Management, LLC 0.05% New 2,954 $293K
Choice Wealth Advisors LLC 0.12% Add +1.2% 2,952 $293K
Fieldview Capital Management, LLC 0.05% Reduce -64.7% 2,946 $292K
Cardinal Point Capital Management ULC 0.02% Add +15.8% 2,925 $290K
Hardy Reed LLC 0.02% Add +10.8% 2,924 $290K
Kaufman Rossin Wealth, LLC 0.15% Add +20.0% 2,923 $290K
Meiji Yasuda Life Insurance Co 0.01% New 2,920 $290K
Wealth Alliance, LLC 0.03% New 2,911 $289K
Generation Capital Management LLC 0.19% Reduce -1.9% 2,909 $289K
Eagle Rock Investment Company, LLC 0.04% No change 2,908 $288K
Vance Wealth, LLC 0.09% Add +1.0% 2,902 $288K
Freestone Capital Holdings, LLC 0.01% Reduce -13.7% 2,897 $287K
Cahill Financial Advisors Inc. 0.03% Add +1.9% 2,895 $287K
Concorde Asset Management, LLC 0.11% New 2,894 $287K
S.A. Mason LLC 0.11% Reduce -6.3% 2,894 $287K
One Wealth Advisors, LLC 0.04% Reduce -9.8% 2,891 $287K
Harbour Capital Advisors, LLC 0.06% No change 2,829 $286K
L. Roy Papp & Associates, LLP 0.03% Reduce -31.8% 2,880 $286K
Ifrah Financial Services, Inc. 0.07% Reduce -0.0% 2,879 $286K
Patriot Investment Management Group, Inc. 0.02% Reduce -9.9% 2,872 $285K
Juncture Wealth Strategies, LLC 0.09% New 2,871 $285K
EPG Wealth Management LLC 0.08% Add +0.3% 2,868 $284K
Weaver Consulting Group 0.07% Reduce -3.1% 2,864 $284K
Moneco Advisors, LLC 0.02% New 2,862 $284K
Financial Advisors Network, Inc. 0.04% Add +11.0% 2,854 $283K
Oakmont Investment Advisors, Inc. 0.21% — 2,851 $283K
Old National Bancorp 0.00% Reduce -42.6% 2,842 $282K
Traynor Capital Management, Inc. 0.02% Reduce -3.9% 2,837 $281K
Aegis Wealth Management LLC 0.16% Reduce -3.2% 2,835 $281K
Catalyst Financial Partners LLC 0.03% New 2,817 $279K
Claris Financial LLC 0.15% Reduce -30.8% 2,810 $279K
MASTERINVEST Kapitalanlage GmbH 0.03% No change 2,796 $279K
Centiva Capital, LP 0.02% Reduce -71.1% 2,800 $278K
Alta Advisers Ltd 0.10% Reduce -12.5% 2,794 $277K
apricus wealth, LLC 0.14% Reduce -5.9% 2,778 $276K
GSG Advisors LLC 0.07% New 2,770 $275K
Xxi Wealth, LLC 0.17% — 2,762 $274K
Barlow Wealth Partners, LLC 0.03% Add +1.0% 2,530 $273K
1776 Wealth LLC 0.10% No change 2,753 $273K
MRA Advisory Group 0.11% Reduce -33.3% 2,745 $272K
Cornerstone Wealth Group, LLC 0.02% Add +9.3% 2,734 $271K
Woodward Diversified Capital, LLC 0.12% Add +12.5% 2,734 $271K
Moody National Bank Trust Division 0.03% Reduce -11.6% 2,731 $271K
Advyzon Investment Management, LLC 0.03% New 2,724 $270K
Everhart Financial Group, Inc. 0.02% New 2,714 $269K
Redhawk Wealth Advisors, Inc. 0.03% New 2,711 $269K
Money Concepts Capital Corp. 0.02% Reduce -1.9% 2,711 $269K
Weatherly Asset Management L. P. 0.02% Reduce -0.3% 2,700 $268K
Investment Planning Advisors, Inc. 0.08% New 2,696 $267K
Northeast Investment Management 0.01% Reduce -13.6% 2,695 $267K
Evansbrook LLC 0.18% — 2,690 $267K
Mason & Associates, LLC 0.06% No change 2,690 $267K
Simmons Bank 0.02% Reduce -16.9% 2,683 $266K
GenTrust, LLC 0.01% New 2,680 $266K
Dividend Assets Capital, LLC 0.05% Reduce -2.7% 2,680 $266K
Chapman Financial Group, LLC 0.18% Reduce -11.7% 2,668 $265K
Center for Financial Planning, Inc. 0.03% Add +4.1% 2,664 $264K
Suncoast Equity Management 0.03% No change 2,652 $263K
CogentBlue Wealth Advisors, LLC 0.18% No change 2,645 $262K
Covestor Ltd 0.14% Add +35.0% 2,629 $261K
Finley Financial, LLC 0.12% No change 2,626 $260K
Investment House LLC 0.01% Reduce -14.5% 2,625 $260K
AlphaCore Capital LLC 0.01% Add +87.1% 2,618 $260K
CWS Financial Advisors, LLC 0.07% New 2,615 $259K
Cambient Family Office, LLC 0.04% — 2,615 $259K
Golden State Wealth Management, LLC 0.03% No change 2,614 $259K
Plancorp, LLC 0.01% New 2,603 $258K
Westview Management dba Westview Investment Advisors 0.12% — 2,600 $258K
Enterprise Financial Services Corp 0.13% New 2,600 $258K
Trustmark Bank Trust Department 0.02% Reduce -17.4% 2,594 $257K
Dana Investment Advisors, Inc. 0.01% Reduce -3.2% 2,592 $257K
Evexia Wealth LLC 0.07% New 2,381 $256K
Coastal Bridge Advisors, LLC 0.02% Reduce -3.2% 2,572 $255K
Pinnacle Wealth Management Group, Inc. 0.13% Reduce -27.0% 2,570 $255K
Martingale Asset Management L P 0.01% New 2,566 $255K
Liberty Wealth Management LLC 0.03% Add +0.1% 2,565 $254K
Childress Capital Advisors, LLC 0.04% New 2,563 $254K
CVA Family Office, LLC 0.03% Add +30.3% 2,563 $254K
Ellis Investment Partners, LLC 0.04% Reduce -0.3% 2,561 $254K
Vista Investment Partners Ii, LLC 0.11% New 2,561 $254K
Leavell Investment Management, Inc. 0.01% Reduce -11.1% 2,554 $253K
Spirit of America Management Corp. 0.05% No change 2,550 $253K
Ransom Advisory, Ltd 0.10% Reduce -11.7% 2,550 $253K
Ti-Trust, Inc. 0.16% Add +1.1% 2,544 $252K
FSB Premier Wealth Management, Inc. 0.08% New 2,540 $252K
Checchi Capital Advisers, LLC 0.02% Reduce -5.2% 2,539 $252K
Southern Financial Group, LLC 0.07% — 2,538 $252K
Austin Asset Management Co Inc 0.04% Add +1.2% 2,535 $251K
White Pine Capital LLC 0.07% New 2,535 $251K
Trek Financial, LLC 0.01% Reduce -11.8% 2,531 $251K
World Equity Group, Inc. 0.07% Add +0.2% 2,528 $251K
Flatrock Wealth Partners LLC 0.12% — 2,527 $251K
Catalyst Capital Advisors LLC 0.01% New 2,526 $251K
Guardian Partners Inc. 0.02% New 2,149 $250K
Yeomans Consulting Group, Inc. 0.07% New 2,522 $250K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -8.7% 2,520 $250K
Corsicana & Co. 0.14% No change 2,520 $250K
DGS Capital Management, LLC 0.04% Reduce -3.3% 2,513 $249K
Oasis Advisors, LLC 0.13% — 2,511 $249K
Fortitude Family Office, LLC 0.06% Reduce -1.3% 2,509 $249K
Wealthquest Corp 0.02% New 2,508 $249K
Trust Investment Advisors 0.13% New 2,500 $248K
Cannon Financial Strategists, Inc. 0.03% No change 2,498 $248K
NWF Advisory Services Inc. 0.03% New 2,493 $247K
First Financial Bankshares Inc 0.01% Add +0.9% 2,485 $246K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -6.3% 2,484 $246K
Waterloo Capital, L.P. 0.02% New 2,481 $246K
Vision Financial Markets LLC 0.25% Reduce -7.4% 2,479 $246K
Narwhal Capital Management 0.02% Reduce -54.9% 2,471 $245K
Berger Financial Group, Inc 0.01% Reduce -4.3% 2,470 $245K
HCR Wealth Advisors 0.02% No change 2,466 $245K
Bill Few Associates, Inc. 0.06% New 2,454 $243K
Pinion Investment Advisors, LLC 0.06% New 2,451 $243K
Intrust Bank NA 0.02% Reduce -2.7% 2,447 $243K
Sax Wealth Advisors, LLC 0.01% New 2,446 $243K
Hickory Point Bank & Trust 0.18% New 2,446 $243K
Alpha Family Trust 0.11% Reduce -5.8% 2,440 $242K
Knightsbridge Asset Management, LLC 0.04% New 2,440 $242K
New Covenant Trust Company, N.A. 0.22% Reduce -5.5% 2,393 $242K
Summit Financial Wealth Advisors, LLC 0.03% Reduce -7.1% 2,436 $242K
Cascade Financial Partners, LLC 0.02% Reduce -8.5% 2,436 $242K
IRON Financial LLC 0.11% Reduce -0.1% 2,435 $241K
First PREMIER Bank 0.06% Reduce -17.4% 2,426 $240K
Birch Financial Group, LLC 0.14% Reduce -4.9% 2,411 $239K
HHM Wealth Advisors, LLC 0.03% Reduce -2.9% 2,410 $239K
Blue Chip Partners, LLC 0.02% Reduce -42.7% 2,406 $239K
DeDora Capital, Inc. 0.06% Reduce -63.1% 2,402 $238K
Avior Wealth Management, LLC 0.01% New 2,401 $238K
Point Windward Advisors Inc. 0.12% New 2,400 $238K
Sweeney & Michel, LLC 0.07% Reduce -22.7% 1,972 $237K
Optas, LLC 0.04% New 2,382 $236K
Fi3 FINANCIAL ADVISORS, LLC 0.07% New 2,380 $236K
Wedmont Private Capital 0.01% New 2,233 $235K
CoreFirst Bank & Trust 0.13% Reduce -23.4% 2,363 $234K
Alliance Wealth Advisors, LLC 0.11% Reduce -7.5% 2,348 $233K
180 Wealth Advisors, LLC 0.03% Reduce -30.7% 2,348 $233K
RD Lewis Holdings, Inc. 0.20% Reduce -7.8% 2,081 $233K
Berry Wealth Group, LP 0.82% New 2,343 $232K
Ascentis Independent Advisors 0.04% New 2,335 $232K
Norway Savings Bank 0.11% Reduce -45.8% 2,329 $231K
Keel Point, LLC 0.01% New 2,324 $231K
Quantum Financial Advisors, LLC 0.03% New 2,320 $230K
Blackhawk Capital Partners, LLC 0.09% New 2,320 $230K
Tannin Capital LLC 0.21% — 2,317 $230K
IFG Advisors, LLC 0.04% New 2,313 $229K
WINTON GROUP Ltd 0.01% Reduce -94.6% 2,304 $229K
Liberty Capital Management, Inc. 0.04% Reduce -23.3% 2,300 $228K
Allegheny Financial Group 0.03% New 2,293 $228K
Barnes Pettey Financial Advisors, LLC 0.11% New 2,284 $227K
Trilogy Capital Inc. 0.01% New 2,284 $227K
Wallace Advisory Group, LLC 0.24% Reduce -30.3% 2,281 $226K
Relyea Zuckerberg Hanson LLC 0.02% New 2,268 $225K
Somerset Trust Co 0.07% New 2,262 $224K
Frisch Financial Group, Inc. 0.05% Reduce -7.9% 2,256 $224K
Sollinda Capital Management LLC 0.06% New 2,255 $224K
First Heartland Consultants, Inc. 0.02% Reduce -54.0% 2,252 $223K
Bantamac Capital, LLC 0.16% New 2,240 $222K
Coastline Trust Co 0.02% No change 2,240 $222K
SouthState Bank Corp 0.01% Reduce -46.7% 2,237 $222K
Wright Investors Service Inc. 0.07% New 2,233 $221K
Pittenger & Anderson Inc. 0.01% No change 2,232 $221K
CV Advisors LLC 0.06% New 2,225 $221K
Kelsey Financial, LLC 0.19% — 2,221 $220K
Kestra Investment Management, LLC 0.01% New 2,209 $219K
Aviso Wealth Management 0.09% New 2,208 $219K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.05% Reduce -38.4% 2,208 $219K
Retirement Planning Co of New England, Inc. 0.09% Reduce -18.1% 2,205 $219K
RFG - Bristol Wealth Advisors, LLC 0.06% New 2,203 $218K
Quotient Wealth Partners, LLC 0.01% New 2,192 $217K
A4 Wealth Advisors LLC 0.19% New 2,173 $216K
Selective Wealth Management, Inc. 0.07% New 1,976 $215K
Income Insurance Ltd 0.14% — 2,162 $214K
Hidden Cove Wealth Management, LLC 0.14% New 2,156 $214K
Marble Harbor Investment Counsel, LLC 0.02% New 2,155 $214K
Arwa LLC 0.12% — 2,155 $214K
Cfo Capital Management LLC 0.16% — 2,153 $214K
Ironsides Asset Advisors, LLC 0.05% New 2,150 $213K
PFS Partners, LLC 0.10% No change 2,147 $213K
Eddie Patel Inc 0.16% — 2,144 $213K
Busey Bank 0.01% New 2,139 $212K
Premier Path Wealth Partners, LLC 0.03% New 2,139 $212K
Silver Coast Investments LLC 0.07% New 2,131 $211K
High Net Worth Advisory Group LLC 0.05% Reduce -32.6% 2,131 $211K
Allen Mooney & Barnes Investment Advisors LLC 0.03% New 2,128 $211K
Avestar Capital, LLC 0.01% New 2,120 $210K
Wick Capital Partners, LLC 0.04% New 2,119 $210K
CYBER HORNET ETFs LLC 0.13% Add +6.0% 2,117 $210K
Obsidian Cio, LLC 0.31% New 2,705 $210K
Synergy Asset Management, LLC 0.02% New 2,099 $208K
Angeles Wealth Management, LLC 0.01% New 2,097 $208K
LaSalle St. Investment Advisors, LLC 0.03% New 2,101 $208K
Certified Advisory Corp 0.02% New 2,096 $208K
HFG Advisors, Inc. 0.15% New 2,091 $207K
Split Rock Private Trading & Wealth Management, LLC 0.17% — 2,078 $206K
Gryphon Financial Partners LLC 0.02% New 2,075 $206K
Ipswich Investment Management Co., Inc. 0.05% Reduce -14.4% 2,075 $206K
D.B. Root & Company, LLC 0.05% New 2,059 $204K
Strategic Wealth Investment Group, LLC 0.03% New 2,058 $204K
Magnus Financial Group LLC 0.02% New 2,056 $204K
Douglas Lane & Associates, LLC 0.00% New 2,054 $204K
Congress Park Capital LLC 0.06% Reduce -20.4% 2,050 $203K
Trust Point Inc. 0.02% New 2,045 $203K
Bank & Trust Co 0.14% No change 2,038 $202K
Capstone Financial Advisors, Inc. 0.01% Reduce -33.3% 2,027 $201K
Promethium Advisors,llc 0.11% New 2,025 $201K
Foster Victor Wealth Advisors, LLC 0.01% Reduce -34.4% 1,877 $201K
Kesler, Norman & Wride, LLC 0.03% Reduce -93.3% 2,019 $200K
Mystic Asset Management, Inc. 0.05% New 2,019 $200K
Basepoint Wealth LLC 0.12% New 2,011 $200K
Curat Global, LLC 0.22% Reduce -33.3% 2,000 $198K
Tucker Asset Management LLC 0.06% New 1,994 $198K
Smithfield Trust Co 0.01% No change 1,954 $195K
Ameriflex Group, Inc. 0.10% Reduce -35.5% 1,963 $195K
Heritage Wealth Advisors 0.01% Add +1.4% 1,957 $194K
Cromwell Holdings LLC 0.11% Add +1229.3% 1,954 $194K
Roxbury Financial LLC 0.17% Reduce -38.1% 1,927 $191K
Aster Capital Management (DIFC) Ltd 0.08% Reduce -79.2% 1,911 $190K
Pandora Wealth, Inc. 0.11% No change 1,898 $188K
DiNuzzo Private Wealth, Inc. 0.02% Add +0.6% 1,897 $188K
Advocate Investing Services LLC 0.17% — 1,891 $188K
Sentry Investment Management LLC 0.12% No change 1,882 $187K
Leisure Capital Management 0.06% New 1,876 $186K
Cape Investment Advisory, Inc. 0.06% Add +41.3% 1,840 $183K
Key Financial Inc 0.03% Add +87.6% 1,825 $181K
Paradigm Asset Management Co. LLC 0.04% Reduce -5.2% 1,824 $181K
Bullock Wealth Management Group 0.09% — 1,780 $177K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -60.6% 1,774 $176K
Country Trust Bank 0.00% Reduce -23.9% 1,751 $174K
Bruce G. Allen Investments, LLC 0.12% Add +50.2% 1,744 $173K
Oakworth Capital, Inc. 0.01% Reduce -22.8% 1,735 $172K
Tanglewood Legacy Advisors, LLC 0.06% No change 1,734 $172K
True Wealth Design, LLC 0.05% Add +267.0% 1,692 $168K
FNY Investment Advisers, LLC 0.05% Add +2183.1% 1,621 $160K
Key Capital Management, INC 0.16% — 1,598 $159K
Sterling Capital Management LLC 0.00% Reduce -39.9% 1,592 $158K
Basecamp Wealth Advisors LLC 0.03% — 1,575 $156K
Transamerica Financial Advisors, LLC 0.01% Add +41.6% 1,568 $156K
Wellington Shields Capital Management, LLC 0.02% No change 1,562 $155K
Meramec Financial Planners, LLC 0.06% — 1,288 $151K
Eastern Bank 0.00% Reduce -25.1% 1,520 $151K
LGT Financial Advisors LLC 0.91% No change 1,500 $149K
Root Financial Partners, LLC 0.01% Add +49.2% 1,495 $148K
MTM Investment Management, LLC 0.05% No change 1,479 $147K
Richards, Merrill & Peterson, Inc. 0.06% New 1,474 $146K
Trust Co 0.01% Reduce -0.2% 1,468 $146K
First Horizon Corp. 0.01% Reduce -18.8% 1,440 $143K
Y.D. More Investments Ltd 0.01% Reduce -34.7% 1,437 $143K
St Germain D J Co. Inc. 0.01% Reduce -9.9% 1,431 $142K
Legacy Bridge, LLC 0.05% Add +5.8% 1,359 $135K
Glen Eagle Advisors, LLC 0.02% Reduce -44.4% 1,353 $134K
Union Savings Bank 0.06% — 1,314 $130K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% No change 1,296 $129K
Granite FO LLC 0.07% No change 1,300 $129K
Richardson Financial Services Inc. 0.04% Reduce -44.1% 1,285 $127K
Eq Wealth Advisors, LLC 0.07% New 1,275 $126K
Broadwater Capital Management LLC 0.09% No change 1,255 $124K
McIlrath & Eck, LLC 0.01% Add +2.5% 1,240 $123K
Hills Bank & Trust Co 0.01% New 1,214 $120K
IAG Wealth Partners, LLC 0.01% Add +0.8% 1,167 $116K
Concord Wealth Partners 0.01% Reduce -0.9% 1,160 $115K
2UniFi Bank 0.05% Reduce -30.9% 1,135 $113K
First Community Trust NA 0.08% No change 1,129 $112K
Pinnacle Bancorp, Inc. 0.03% Reduce -33.0% 1,128 $112K
Quintet Private Bank (Europe) S.A. 0.01% No change 1,125 $112K
Addison Advisors LLC 0.02% Add +802.5% 1,083 $107K
Marquette Asset Management, LLC 0.02% Add +981.8% 1,071 $106K
Bellevue Asset Management, LLC 0.03% Reduce -4.0% 1,068 $106K
Physician Wealth Advisors, Inc. 0.01% Add +183.2% 1,065 $106K
LRI Investments, LLC 0.01% Add +1.3% 1,055 $105K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +26.5% 1,050 $104K
DV Equities, LLC 0.02% — 1,029 $102K
Financiere des Professionnels - Fonds d'investissement inc. 0.01% No change 1,000 $99K
Raleigh Capital Management Inc. 0.04% Reduce -1.5% 1,000 $99K
NFSG Corp 0.02% Add +229.4% 998 $99K
SHP Wealth Management 0.01% — 998 $99K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +1209.2% 995 $99K
AdvisorNet Financial, Inc 0.01% Add +20.9% 989 $98K
Asset Planning,Inc 0.07% Reduce -19.0% 987 $98K
Cary Street Partners Investment Advisory LLC 0.03% Add +4.8% 980 $97K
Quarry LP 0.02% Reduce -45.2% 980 $97K
Boreal Capital Management LLC 0.09% Reduce -53.0% 967 $96K
Adirondack Trust Co. 0.03% Reduce -15.6% 961 $95K
Silvant Capital Management LLC 0.00% No change 958 $95K
Pinnacle Holdings, LLC 0.04% Add +112.4% 945 $94K
Peterson Wealth Services 0.02% Reduce -80.0% 924 $92K
MilWealth Group LLC 0.02% No change 917 $91K
Hazlett, Burt & Watson, Inc. 0.03% Add +14.0% 902 $89K
Rosenberg Matthew Hamilton 0.02% Add +1090.7% 893 $89K
EFG International AG 0.00% — 892 $89K
Quent Capital, LLC 0.01% Add +33.5% 873 $87K
Crews Bank & Trust 0.01% Reduce -16.1% 858 $85K
Davis Capital Management 0.06% Reduce -3.1% 844 $84K
Los Angeles Capital Management LLC 0.00% Reduce -81.0% 874 $83K
American Capital Advisory, LLC 0.04% Add +0.1% 821 $81K
Bayforest Capital Ltd 0.06% New 808 $80K
Inlight Wealth Management, LLC 0.03% No change 807 $80K
Plante Moran Financial Advisors, LLC 0.01% Add +0.9% 807 $80K
Camelot Portfolios, LLC 0.05% New 800 $79K
Optiver Holding B.V. 0.00% New 798 $79K
General Partner, Inc. 0.04% Reduce -5.6% 795 $79K
Triumph Capital Management 0.02% Reduce -83.5% 782 $78K
MidFirst Bank 0.01% — 780 $77K
Toth Financial Advisory Corp. 0.01% Add +17.8% 775 $77K
Wealth Enhancement Trust Services, Inc. 0.01% — 768 $76K
WPG Advisers, LLC 0.06% Add +57.8% 767 $76K
Valley National Advisers Inc. 0.01% Add +223.3% 776 $76K
Reflection Asset Management 0.05% — 713 $71K
Asset Dedication, LLC 0.00% Reduce -79.5% 701 $70K
Webster Bank, N. A. 0.01% Add +16.7% 698 $69K
Quattro Advisors LLC 0.05% — 667 $66K
Rossby Financial, LCC 0.02% Add +38.5% 666 $66K
Redwood Park Advisors LLC 0.04% Add +0.5% 658 $65K
Beaird Harris Wealth Management, LLC 0.00% No change 645 $64K
Tompkins Financial Corp. 0.00% Reduce -2.3% 641 $64K
Monetary Solutions, Ltd 0.06% — 635 $63K
IMG Wealth Management, Inc. 0.04% Reduce -5.8% 633 $63K
New England Capital Financial Advisors LLC 0.02% Add +46.9% 630 $62K
MV Capital Management, Inc. 0.01% Add +179.6% 629 $62K
Bard Associates Inc. 0.02% New 613 $61K
Joseph Group Capital Management 0.02% Add +62.5% 593 $59K
Salomon & Ludwin, LLC 0.01% Reduce -28.8% 571 $58K
Signature Equity Partners, LLC 0.03% — 587 $58K
Bayban 0.05% — 570 $57K
Ankerstar Wealth, LLC 0.06% — 567 $56K
Clark Wealth Partners 0.03% No change 551 $55K
Wolverine Asset Management LLC 0.00% New 548 $54K
BankPlus Trust Department 0.01% Reduce -42.4% 528 $52K
Bogart Wealth, LLC 0.00% Reduce -18.3% 527 $52K
TFC Financial Management, Inc. 0.01% Reduce -1.3% 517 $51K
REAP Financial Group, LLC 0.01% Reduce -5.0% 491 $49K
Wolff Wiese Magana LLC 0.03% Add +2.1% 489 $49K
Cornerstone Planning Group LLC 0.01% Add +717.9% 458 $48K
CNB Bank 0.02% Reduce -9.9% 474 $47K
Merited Wealth, LLC 0.04% — 473 $47K
Avion Wealth 0.01% Add +8.1% 469 $46K
GW&K Investment Management, LLC 0.00% Add +19.5% 466 $46K
Winch Advisory Services, LLC 0.01% Add +1.5% 463 $46K
Princeton Global Asset Management LLC 0.01% Add +241.3% 454 $45K
Vision Retirement, LLC 0.01% — 451 $45K
SWAN Capital LLC 0.02% Reduce -4.7% 450 $45K
Optima Capital LLC 0.02% New 445 $44K
Clearstead Trust, LLC 0.01% Add +0.5% 435 $43K
IMA Advisory Services, Inc. 0.00% Reduce -36.0% 428 $42K
Keating Financial Advisory Services, Inc. 0.01% — 426 $42K
Canton Hathaway, LLC 0.01% No change 425 $42K
Abound Wealth Management 0.01% Add +4.9% 425 $42K
Capital Advisors, Ltd. LLC 0.00% Reduce -22.4% 419 $42K
Medallion Wealth Advisors, LLC 0.01% Reduce -48.0% 421 $42K
First United Bank & Trust 0.01% Add +21.7% 420 $42K
SJS Investment Consulting Inc. 0.01% Add +77.2% 411 $41K
Activest Wealth Management 0.01% Add +144.3% 408 $40K
Elyxium Wealth, LLC 0.01% New 404 $40K
Essex Investment Management Co. LLC 0.01% No change 404 $40K
Ramirez Asset Management, Inc. 0.01% No change 400 $40K
Pinney & Scofield, Inc. 0.02% Reduce -36.3% 392 $39K
South Plains Financial, Inc. 0.02% Reduce -26.7% 392 $39K
Rakuten Securities, Inc. 0.01% Reduce -89.9% 387 $38K
LOM Asset Management Ltd 0.01% Reduce -51.9% 385 $38K
Indiana Trust & Investment Management Co 0.01% Reduce -77.9% 380 $38K
JNBA Financial Advisors 0.00% No change 379 $38K
RMG Wealth Management LLC 0.00% No change 344 $38K
Graney & King, LLC 0.02% No change 375 $37K
Mark Sheptoff Financial Planning, LLC 0.02% Reduce -29.2% 425 $37K
Lavaca Capital LLC 0.01% Reduce -3.7% 366 $36K
S&T Bank 0.01% No change 364 $36K
Richardson Capital Management LLC 0.02% Add +2.6% 359 $36K
Pacific Center for Financial Services 0.01% No change 425 $36K
DT Investment Partners, LLC 0.00% No change 357 $35K
Evermay Wealth Management LLC 0.00% No change 355 $35K
Chesapeake Asset Management LLC 0.03% Reduce -33.0% 345 $34K
CrossGen Wealth, LLC 0.03% — 337 $33K
Evelyn Partners Investment Management LLP 0.00% No change 337 $33K
Pingora Partners LLC 0.02% No change 335 $33K
Hilltop National Bank 0.01% Reduce -14.4% 328 $33K
Inspire Investing, LLC 0.00% Reduce -98.8% 322 $32K
Tidemark, LLC 0.01% Add +1.3% 314 $31K
Pacifica Partners Inc. 0.01% No change 307 $31K
Ogorek Anthony Joseph /NY/ 0.01% Add +4.8% 307 $30K
Financial Network Wealth Advisors LLC 0.03% Add +0.3% 300 $30K
ESL Trust Services, LLC 0.01% Reduce -10.4% 300 $30K
Kemnay Advisory Services Inc. 0.00% New 295 $29K
Torren Management, LLC 0.01% — 291 $29K
Harbor Investment Advisory, LLC 0.00% Reduce -66.0% 290 $29K
Fairscale Capital, LLC 0.02% Reduce -39.1% 284 $28K
Core Alternative Capital 0.01% Add +2.6% 280 $28K
Coston, McIsaac & Partners 0.01% Add +77.8% 272 $27K
Tsfg, LLC 0.00% Add +0.4% 275 $27K
Sachetta, LLC 0.01% Reduce -8.1% 271 $27K
Founders Capital Management 0.01% No change 270 $27K
Hurley Capital, LLC 0.01% No change 267 $26K
Raffa Wealth Management, LLC 0.00% Reduce -7.1% 261 $26K
ORG Partners LLC 0.00% Add +26.8% 260 $26K
Financial Perspectives, Inc 0.01% No change 255 $25K
Grove Bank & Trust 0.00% Reduce -45.5% 253 $25K
IFC & Insurance Marketing, Inc. 0.02% — 251 $25K
Glass Jacobson Investment Advisors llc 0.01% No change 252 $25K
Evelyn Partners Investment Management (Europe) Ltd 0.01% No change 250 $25K
Piscataqua Savings Bank 0.02% No change 250 $25K
University of Texas/Texas Am Investment Management Co. 0.00% New 248 $25K
Mechanics Financial Corp 0.01% Reduce -85.6% 240 $24K
Aventus Investment Advisors, Inc. 0.02% No change 238 $24K
Kennebec Savings Bank 0.02% Reduce -4.0% 237 $24K
Byrne Asset Management LLC 0.01% Reduce -22.3% 237 $24K
Missouri Trust & Investment Co 0.01% No change 235 $23K
Eagle Bay Advisors LLC 0.02% New 234 $23K
Centerpoint Advisors, LLC 0.01% Reduce -45.2% 229 $23K
Stephens Consulting, LLC 0.01% No change 223 $22K
Motiv8 Investments LLC 0.01% New 220 $22K
West Branch Capital LLC 0.01% Add +10.0% 220 $22K
Gen-Wealth Partners Inc 0.01% Reduce -7.6% 218 $22K
Consultiva Wealth Management, Corp. 0.06% No change 215 $21K
Millstone Evans Group, LLC 0.01% Reduce -9.1% 211 $21K
Kohmann Bosshard Financial Services, LLC 0.00% New 210 $21K
Frazier Financial Advisors, LLC 0.01% New 209 $21K
TOWER TRUST & INVESTMENT Co 0.01% New 209 $21K
Legacy Wealth Managment, LLC 0.01% Add +136.4% 208 $21K
Quaker Wealth Management, LLC 0.01% Add +2.5% 203 $20K
Security National Bank 0.00% No change 200 $20K
Fourth Dimension Wealth, LLC 0.01% Reduce -11.6% 191 $19K
Wellington-Altus USA Inc. 0.01% — 185 $18K
Morton Brown Family Wealth, LLC 0.00% No change 182 $18K
Albion Financial Group 0.00% Reduce -50.0% 180 $18K
Aventura Private Wealth, LLC 0.01% Add +6.0% 178 $18K
Red Tortoise LLC 0.01% Add +1.8% 173 $17K
Wilkerson Advisory Group LLC 0.01% — 171 $17K
Dunhill Financial, LLC 0.01% Add +5.6% 171 $17K
Entrust Financial LLC 0.01% — 169 $17K
Prestige Wealth Management Group LLC 0.00% Add +23.0% 166 $16K
Adkins Seale Capital Management LLC 0.02% — 164 $16K
Evolution Wealth Management Inc. 0.01% Reduce -22.3% 164 $16K
Swiss Re Ltd. 0.00% — 164 $16K
Bfsg, LLC 0.00% Add +14.3% 160 $16K
Howard Hughes Medical Institute 0.01% Add +0.6% 159 $16K
HFM Investment Advisors, LLC 0.01% Add +1107.7% 157 $16K
TD Capital Management LLC 0.00% Add +1.3% 155 $15K
WFA of San Diego, LLC 0.01% No change 155 $15K
Abound Financial, LLC 0.01% New 154 $15K
VSM Wealth Advisory, LLC 0.00% Reduce -38.3% 150 $15K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -28.6% 150 $15K
Atomic Invest LLC 0.01% — 145 $14K
J.Safra Asset Management Corp 0.00% New 144 $14K
Tobam 0.00% Reduce -26.9% 141 $14K
HighMark Wealth Management LLC 0.01% No change 139 $14K
Westside Investment Management, Inc. 0.00% Add +2.2% 139 $14K
Cedar Mountain Advisors, LLC 0.00% Add +0.7% 138 $14K
Sunrise Financial Services, LLC 0.01% — 137 $14K
Avalon Trust Co 0.00% No change 134 $13K
DB Fitzpatrick & Co, Inc 0.01% No change 129 $13K
Financial Freedom, LLC 0.01% No change 125 $12K
Bell Investment Advisors, Inc 0.00% Add +95.3% 125 $12K
WealthCollab, LLC 0.01% Reduce -20.0% 124 $12K
IFS Advisors, LLC 0.01% Reduce -55.1% 123 $12K
Kilter Group LLC 0.01% Add +71.8% 122 $12K
PayPay Securities Corp 0.34% Add +555.6% 118 $12K
Thompson Investment Management, Inc. 0.00% Reduce -27.8% 117 $12K
Miller Global Investments, LLC 0.01% — 116 $12K
CBIZ Investment Advisory Services, LLC 0.00% Add +156.8% 113 $11K
SIMA Wealth Partners, LLC 0.01% Reduce -16.4% 112 $11K
Elevation Wealth Partners, LLC 0.00% No change 109 $11K
Highline Wealth Partners LLC 0.00% Add +11.5% 107 $11K
Prosperity Bancshares Inc 0.01% — 105 $10K
Kimelman & Baird, LLC 0.00% Reduce -86.3% 102 $10K
PMV Capital Advisers, LLC 0.02% New 101 $10K
Strive Financial Group ,LLC 0.01% — 100 $10K
Nvest Wealth Strategies, Inc. 0.01% — 100 $10K
Atlantic Edge Private Wealth Management, LLC 0.00% Reduce -73.3% 100 $10K
McMillan Office, Inc. 0.00% — 100 $10K
Burkett Financial Services, LLC 0.00% Add +1.0% 97 $10K
Strategic Advocates LLC 0.00% Add +42.6% 97 $10K
Sankala Group LLC 0.01% — 75 $9K
Maseco LLP 0.00% New 85 $8K
Westfuller Advisors, LLC 0.00% Add +2.4% 84 $8K
YANKCOM Partnership 0.00% No change 83 $8K
Private Wealth Management Group, LLC 0.00% Add +252.2% 81 $8K
Delos Wealth Advisors, LLC 0.00% New 75 $7K
Olistico Wealth, LLC 0.00% New 75 $7K
Eukles Asset Management 0.00% No change 73 $7K
Nalls Sherbakoff Group, LLC 0.01% Add +1.4% 71 $7K
Evolution Advisers, Inc. 0.00% No change 79 $7K
Gould Capital, LLC 0.00% No change 70 $7K
First Command Advisory Services, Inc. 0.00% No change 70 $7K
Nemes Rush Group LLC 0.00% Reduce -89.1% 65 $6K
Field & Main Bank 0.00% No change 65 $6K
Hughes Financial Services, LLC 0.00% Reduce -3.0% 65 $6K
Signature Resources Capital Management, LLC 0.00% Add +40.0% 63 $6K
Luminist Capital LLC 0.01% Add +24.0% 62 $6K
Godfrey Financial Associates, Inc. 0.01% — 62 $6K
McGuire Capital Advisors Inc. 0.00% — 62 $6K
High Note Wealth, LLC 0.00% Add +1450.0% 62 $6K
Vermillion & White Wealth Management Group, LLC 0.00% Reduce -79.2% 60 $6K
Kozak & Associates, Inc. 0.00% Add +1.9% 55 $6K
Bay Harbor Wealth Management, LLC 0.00% Add +68.6% 59 $6K
Valued Wealth Advisors LLC 0.00% Add +34.1% 59 $6K
Mowery & Schoenfeld Wealth Management, LLC 0.01% New 58 $6K
West Financial Advisors, LLC 0.00% New 58 $6K
Plato Investment Management Ltd 0.00% Reduce -98.0% 57 $6K
Cornerstone Financial Management LLC 0.01% — 54 $5K
Financial Management Professionals, Inc. 0.00% Reduce -30.7% 52 $5K
Boyd Watterson Asset Management LLC 0.00% Reduce -10.5% 51 $5K
Walsh & Associates, LLC 0.00% — 50 $5K
Carolina Wealth Advisors, LLC 0.00% No change 50 $5K
Centennial Bank 0.00% No change 50 $5K
CGC Financial Services, LLC 0.00% No change 50 $5K
Purpose Unlimited Inc. 0.00% — 50 $5K
Comprehensive Financial Planning, Inc. 0.00% New 50 $5K
1620 Investment Advisors, Inc. 0.00% No change 48 $5K
Kelleher Financial Advisors 0.00% No change 48 $5K
Marshall & Sterling Wealth Advisors Inc. 0.00% Reduce -80.9% 46 $5K
Tripletail Wealth Management, LLC 0.01% Reduce -72.0% 45 $4K
Clayton Financial Group LLC 0.00% New 45 $4K
Dogwood Wealth Management LLC 0.00% Add +41.9% 44 $4K
Safe Harbor Fiduciary, LLC 0.00% — 43 $4K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -14.6% 41 $4K
Limestone Investment Advisors LP 0.00% New 40 $4K
Principia Wealth Advisory, LLC 0.00% Add +21.2% 40 $4K
Estabrook Capital Management 0.00% No change 40 $4K
Smallwood Wealth Investment Management, LLC 0.00% No change 39 $4K
Front Row Advisors LLC 0.00% Reduce -83.3% 35 $3K
Newton One Investments LLC 0.00% No change 33 $3K
Caitlin John, LLC 0.00% Reduce -2.9% 33 $3K
Wealth Watch Advisors, INC 0.00% Add +14.8% 31 $3K
Atlas Capital Advisors Inc. 0.00% — 31 $3K
Cedar Wealth Management, LLC 0.00% No change 31 $3K
Financial Connections Group, Inc. 0.00% No change 31 $3K
Aspect Partners, LLC 0.00% Add +57.9% 30 $3K
Rialto Wealth Management, LLC 0.00% Add +275.0% 30 $3K
Retirement Wealth Solutions LLC 0.00% New 29 $3K
First Financial Corp. 0.00% No change 29 $3K
Bare Financial Services, Inc 0.00% Reduce -65.4% 28 $3K
Stone House Investment Management, LLC 0.00% Add +550.0% 26 $3K
Mb, Levis & Associates, LLC 0.00% No change 25 $2K
Wealth Preservation Advisors, LLC 0.00% No change 24 $2K
Holos Integrated Wealth LLC 0.00% No change 22 $2K
Gleason Group, Inc. 0.00% No change 22 $2K
Paladin Partners, LLC 0.00% — 21 $2K
Crewe Advisors LLC 0.00% Reduce -74.7% 21 $2K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 21 $2K
C M Bidwell & Associates Ltd. 0.00% No change 20 $2K
Fairway Wealth LLC 0.00% New 20 $2K
Nvwm, LLC 0.00% Add +33.3% 20 $2K
Atwood & Palmer Inc. 0.00% No change 20 $2K
1 North Wealth Services LLC 0.00% No change 19 $2K
Hara Capital LLC 0.00% No change 18 $2K
Howard Capital Management Group, LLC 0.00% Reduce -60.9% 18 $2K
GPS Wealth Strategies Group, LLC 0.00% Reduce -68.1% 15 $2K
Acumen Wealth Advisors, LLC 0.00% — 13 $1K
ROSS\JOHNSON & Associates LLC 0.02% No change 13 $1K
American National Bank & Trust 0.00% Reduce -89.2% 12 $1K
Rachor Investment Advisory Services, LLC 0.00% — 11 $1K
Kingdom Financial Group LLC. 0.00% New 11 $1K
Three Bearings Fiduciary Advisors, Inc. 0.00% — 10 $1K
Strategic Wealth Advisors LLC 0.00% — 15 $1K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 10 $992
Mascoma Wealth Management LLC 0.00% New 10 $992
1015 Capital Partners, LLC 0.00% — 9 $893
Investors Portfolio Services LLC 0.00% — 7 $729
Breakwater Investment Management 0.00% New 6 $596
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 5 $551
Winnacle Wealth LLC 0.00% Reduce -98.5% 5 $500
Reyes Financial Architecture, Inc. 0.00% New 5 $496
Luken Investment Analytics, LLC 0.00% Reduce -99.5% 5 $496
Seneschal Advisors, LLC 0.00% No change 4 $397
Cherry Tree Wealth Management, LLC 0.00% No change 3 $298
NorthAvenue LLC 0.00% — 2 $199
Litman Gregory Wealth Management LLC 0.00% New 1 $100
Turning Point Benefit Group, Inc. 0.00% Reduce -80.0% 1 $99
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.