United Parcel Service Class BUPS

13F holders, Q1 2026 (March 31)
2,116holders −7
148new positions
155sold out
12famous investors
$98.23avg. 13F price*

At the end of Q1 2026, 2,116 institutions reported holding United Parcel Service Class B (UPS) in their 13F filings, down 7 from Q4 2025. 148 opened new positions and 155 sold out. The largest holders were BlackRock, Inc. ($5.0B), Vanguard Capital Management LLC ($4.7B) and State Street Corp. ($3.2B). 12 famous investors held it, including Bill Miller (3.1% of Miller Value Partners's portfolio), Cliff Asness (0.2% 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions148$405.0M
Exits155$316.0M

All 13F filers, Q4 2025 → Q1 2026: 38,392,754 shares bought and 30,833,004 shares sold, net +7,559,750 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,116 holders

BlackRock, Inc. 0.09% Add +1.2% 51,115,897 $5.0B
Vanguard Capital Management LLC 0.12% — 48,152,554 $4.7B
State Street Corp. 0.11% Add +1.6% 32,598,590 $3.2B
FMR LLC 0.17% Add +16.3% 32,574,845 $3.2B
Charles Schwab Investment Management Inc. 0.33% Reduce -18.5% 22,112,857 $2.2B
Geode Capital Management, LLC 0.11% Add +2.1% 17,511,765 $1.7B
Vanguard Portfolio Management LLC 0.07% — 13,471,962 $1.3B
Victory Capital Management Inc. 0.70% Reduce -20.1% 11,040,973 $1.1B
Morgan Stanley 0.06% Add +22.1% 10,170,608 $1.0B
Bank of America Corp. 0.07% Add +23.3% 9,728,123 $957.1M
Goldman Sachs Group Inc. 0.09% Add +13.3% 7,114,961 $700.0M
Northern Trust Corp. 0.09% Reduce -1.8% 7,106,062 $699.1M
UBS Group AG 0.12% Reduce -3.2% 6,935,351 $682.3M
Royal Bank of Canada 0.11% Add +19.0% 5,891,742 $579.6M
Invesco Ltd. 0.05% Reduce -11.8% 5,602,158 $551.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.10% Add +18.6% 5,036,095 $495.5M
Dimensional Fund Advisors LP 0.10% Add +5.7% 5,037,626 $495.4M
Bank of New York Mellon Corp 0.08% Add +2.1% 4,639,324 $456.4M
AQR Capital Management 0.20% Reduce -15.3% 4,402,313 $426.1M
Nordea Investment Management AB 0.39% Add +1.5% 4,346,685 $417.4M
Legal & General Group Plc 0.10% Add +1.2% 4,182,171 $411.4M
Vanguard Fiduciary Trust Co. 0.10% — 4,161,768 $409.4M
T. Rowe Price Associates Inc. 0.04% Reduce -9.1% 3,720,603 $366.0M
First Trust Advisors LP 0.26% Add +37.4% 3,631,133 $357.2M
Pacer Advisors, Inc. 0.99% Add +8.2% 3,510,630 $345.4M
Arrowstreet Capital, Limited Partnership 0.18% Reduce -14.0% 3,397,979 $334.3M
Franklin Resources Inc. 0.07% Add +85.2% 3,011,373 $296.3M
Capital World Investors 0.04% Add +52.6% 2,965,639 $291.8M
Raymond James Financial Inc. 0.09% Add +9.9% 2,946,485 $289.6M
JPMorgan Chase & Co. 0.02% Add +7.5% 3,007,637 $285.6M
Wells Fargo & Company 0.05% Add +18.2% 2,561,181 $252.0M
Amundi 0.07% Reduce -13.4% 2,474,049 $243.4M
Deutsche Bank AG 0.08% Reduce -9.9% 2,433,554 $239.4M
National Pension Service 0.18% Add +12.9% 2,343,090 $230.5M
Stifel Financial Corp. 0.21% Add +9.7% 2,267,579 $223.1M
Swiss National Bank 0.12% Add +7.5% 2,168,600 $213.3M
HSBC Holdings PLC 0.13% Add +38.7% 2,172,842 $212.7M
Primecap Management Co. 0.17% Reduce -0.0% 2,146,131 $211.1M
Nuveen, LLC 0.06% Add +14.3% 2,068,772 $203.5M
American Century Companies Inc. 0.10% Add +21.1% 1,960,242 $192.8M
Manning & Napier Advisors LLC 2.57% Add +1.5% 1,852,919 $182.3M
Allianz Asset Management GmbH 0.21% Add +11.6% 1,813,308 $178.4M
Van Eck Associates Corp. 0.13% Reduce -51.8% 1,806,562 $177.7M
Sumitomo Mitsui Trust Group, Inc. 0.11% Reduce -3.6% 1,780,697 $175.2M
Commerce Bank 0.83% Add +6572.1% 1,742,900 $171.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.11% Add +8.3% 1,681,630 $165.4M
Cullen Capital Management, LLC 1.64% Add +50.1% 1,623,438 $159.7M
Vanguard Global Advisers, LLC 0.09% — 1,621,811 $159.6M
Equity Investment Corp. 3.10% Add +4.4% 1,608,869 $158.3M
Ameriprise Financial Inc. 0.04% Add +17.9% 1,571,362 $154.5M
Envestnet Asset Management Inc. 0.04% Add +42.1% 1,556,317 $153.1M
LPL Financial LLC 0.04% Add +4.3% 1,547,042 $152.2M
VANGUARD ASSET MANAGEMENT, Ltd 0.12% — 1,471,970 $144.8M
Artisan Partners Limited Partnership 0.23% Reduce -8.4% 1,417,333 $139.4M
Barclays PLC 0.05% Reduce -12.4% 1,415,889 $139.3M
California Public Employees Retirement System 0.08% Reduce -7.5% 1,380,668 $135.8M
Caisse de depot et placement du Quebec 0.21% Add +119.8% 1,318,641 $129.7M
Rhumbline Advisers 0.10% Reduce -0.9% 1,242,699 $122.3M
Renaissance Technologies 0.19% Reduce -12.0% 1,234,600 $121.5M
Empower Advisory Group, LLC 0.29% Add +3.0% 1,147,635 $112.9M
Crawford Investment Counsel Inc. 1.92% Add +13.0% 1,139,640 $112.1M
Citigroup Inc. 0.07% Add +5.6% 1,132,796 $111.4M
Marshall Wace, LLP 0.12% Add +329.1% 1,129,844 $111.2M
Maj Invest Holding A/S 4.75% Add +0.7% 1,098,186 $108.0M
PNC Financial Services Group, Inc. 0.06% Add +0.5% 1,084,054 $106.6M
Swiss Life Asset Management Ltd 0.52% Add +4.3% 1,075,495 $105.8M
OpenArc Corporate Advisory, LLC 1.49% Add +28.2% 1,055,980 $103.9M
HighTower Advisors, LLC 0.11% Add +21.3% 1,047,509 $103.1M
BNP Paribas Financial Markets 0.07% Reduce -14.7% 1,029,916 $101.3M
Spirepoint Private Client, LLC 9.60% No change 1,026,359 $101.0M
Clifford Swan Investment Counsel LLC 3.24% Reduce -0.3% 967,814 $95.2M
DAVENPORT & Co LLC 0.49% Add +8.8% 912,889 $89.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.15% Add +4.8% 888,665 $88.1M
CIBC Bancorp USA Inc. 0.12% — 883,786 $87.0M
California State Teachers Retirement System 0.09% Reduce -2.6% 857,105 $84.3M
Alliancebernstein L.P. 0.03% Reduce -14.8% 836,896 $83.0M
Wellington Management Group LLP 0.02% Add +18.0% 840,041 $82.6M
SG Americas Securities, LLC 0.09% Add +197.4% 824,050 $81.1M
Principal Financial Group Inc. 0.04% Add +0.7% 821,279 $80.8M
Merit Financial Group, LLC 0.60% Reduce -1.5% 815,120 $80.2M
Drexel Morgan & Co. 11.72% Add +14.0% 812,440 $79.9M
New York State Common Retirement Fund 0.11% Add +1.1% 801,432 $78.8M
Accredited Investors Inc. 4.15% No change 783,700 $77.1M
TCW Group Inc. 0.57% Add +56.2% 763,777 $75.1M
BBR Partners, LLC 4.14% Add +0.0% 754,290 $74.2M
Bank of Montreal 0.03% Reduce -16.3% 728,976 $71.7M
Sound Shore Management Inc 2.40% New 728,066 $71.6M
Mirae Asset Global Investments Co., Ltd. 0.20% Reduce -15.5% 695,326 $68.4M
Citadel Advisors 0.05% Reduce -65.6% 677,141 $66.6M
Cove Private Wealth, LLC 15.08% Add +887.5% 671,340 $66.0M
Manufacturers Life Insurance Company, The 0.06% Reduce -3.5% 659,723 $64.9M
Qube Research & Technologies Ltd 0.09% New 655,142 $64.5M
Jones Financial Companies LLLP 0.03% Add +7.5% 678,227 $64.3M
Macquarie Group Ltd. 0.38% Reduce -0.3% 650,132 $64.0M
State Board of Administration of Florida Retirement System 0.12% Reduce -0.6% 641,729 $63.1M
Aviva PLC 0.10% Add +3.0% 616,034 $60.6M
Mariner, LLC 0.07% Reduce -20.7% 601,092 $59.1M
Wealth Enhancement Advisory Services, LLC 0.13% Reduce -19.6% 605,245 $58.4M
New York State Teachers Retirement System 0.12% Reduce -0.0% 593,628 $58.4M
Adage Capital Partners Gp, L.L.C. 0.09% Reduce -3.4% 592,000 $58.2M
Nomura Asset Management International Inc. 0.10% Add +5.7% 584,477 $57.5M
Epoch Investment Partners, Inc. 0.34% Add +7.3% 575,286 $56.6M
Janney Montgomery Scott LLC 0.14% Add +9.2% 571,218 $56.2M
RNC Capital Management LLC 2.41% Add +48.0% 561,019 $55.2M
Commonwealth Equity Services, LLC 0.08% Reduce -12.8% 560,811 $55.2M
D. E. Shaw & Co. 0.05% Reduce -8.9% 554,998 $54.6M
Cetera Investment Advisers 0.06% Add +7.1% 546,677 $53.8M
Cerity Partners LLC 0.07% Add +2.1% 532,115 $52.3M
STRS Ohio 0.21% Add +0.4% 531,432 $52.3M
PFA Pension, Forsikringsaktieselskab 0.15% Reduce -0.1% 518,641 $51.0M
Masters Capital Management LLC 7.27% Add +66.7% 500,000 $49.2M
Aberdeen Group plc 0.08% Add +0.7% 491,826 $48.4M
GMO 0.12% Add +7.9% 461,048 $45.4M
CANADA LIFE ASSURANCE Co 0.08% Add +5.7% 441,917 $43.6M
Korea Investment CORP 0.09% Add +1.8% 440,042 $43.3M
Mitsubishi UFJ Trust & Banking Corp 0.11% Add +8.2% 439,765 $43.3M
Russell Investments Group, Ltd. 0.05% Add +2.1% 436,387 $42.7M
Quantinno Capital Management LP 0.07% Add +31.4% 432,064 $42.5M
TD Asset Management Inc 0.03% Add +6.5% 423,099 $41.6M
Sei Investments Co. 0.04% Add +26.3% 422,499 $41.6M
Nomura Asset Management Co. Ltd. 0.11% Reduce -2.9% 422,324 $41.5M
Prudential Financial Inc. 0.05% Reduce -26.9% 415,733 $40.9M
Pictet Asset Management Holding SA 0.04% Add +3.2% 411,966 $40.5M
Old Republic International Corp. 1.61% No change 411,400 $40.5M
State of Wisconsin Investment Board 0.09% Add +3.2% 408,606 $40.2M
HRT Financial LP 0.10% Add +317.3% 400,468 $39.4M
Baird Financial Group, Inc. 0.06% Add +2.6% 397,941 $39.1M
Danske Bank A/S 0.09% Reduce -27.3% 393,359 $38.7M
US Bancorp \de 0.05% Reduce -6.8% 392,276 $38.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Reduce -0.0% 381,352 $37.5M
Chevy Chase Trust Holdings, LLC 0.11% Reduce -2.7% 376,232 $37.0M
Handelsbanken Fonder AB 0.12% Reduce -7.8% 372,471 $36.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Add +33.8% 370,374 $36.4M
Hollencrest Capital Management 1.35% No change 368,672 $36.3M
Vanguard Investments Australia, Ltd. 0.10% — 368,123 $36.2M
Kestra Advisory Services, LLC 0.14% Add +11.0% 362,749 $35.7M
Ensign Peak Advisors, Inc 0.07% Reduce -31.4% 362,264 $35.6M
Cacti Asset Management LLC 2.16% No change 361,570 $35.6M
Letko, Brosseau & Associates Inc. 0.57% Add +0.9% 361,555 $35.6M
Vaughan David Investments LLC 0.74% Add +4.0% 357,948 $35.2M
O'shaughnessy Asset Management, LLC 0.18% Add +128.8% 355,932 $35.0M
DNB Asset Management AS 0.12% Add +6.9% 355,444 $35.0M
Asset Management One Co., Ltd. 0.10% Reduce -0.9% 354,896 $34.9M
Advisors Asset Management, Inc. 0.57% Add +7.2% 346,633 $34.1M
Boston Trust Walden Corp 0.28% Reduce -7.1% 342,745 $33.7M
Swedbank AB 0.04% Add +1.4% 342,358 $33.7M
Creative Planning 0.02% Add +7.1% 339,747 $33.4M
Manchester Capital Management LLC 4.81% Reduce -0.6% 339,277 $33.4M
Public Employees Retirement System of Ohio 0.11% Add +6.8% 333,211 $32.8M
Osaic Holdings, Inc. 0.05% Add +0.1% 323,295 $31.8M
Royal London Asset Management Ltd. 0.07% Reduce -3.8% 322,727 $31.7M
Focus Partners Wealth 0.04% Reduce -3.4% 321,420 $31.6M
Oppenheimer Asset Management Inc. 0.36% Add +35.1% 320,973 $31.6M
Treasurer of the State of North Carolina 0.10% Add +2.2% 314,235 $30.9M
Bank Julius Baer & Co. Ltd, Zurich 0.09% Reduce -47.8% 318,610 $30.9M
Cwm, LLC 0.08% Add +5.1% 312,409 $30.7M
CFO4Life Group, LLC 4.66% Reduce -0.2% 311,009 $30.6M
Saturna Capital Corp. 0.42% Reduce -0.6% 303,390 $29.8M
Corient Private Wealth LP 0.04% Add +18.9% 300,612 $29.4M
Alps Advisors Inc. 0.14% Add +7.6% 294,214 $28.9M
Mn Services Vermogensbeheer B.V. 0.18% Reduce -0.7% 283,166 $27.9M
Cambridge Investment Research Advisors, Inc. 0.07% Add +19.4% 279,853 $27.5M
DekaBank Deutsche Girozentrale 0.05% No change 275,038 $27.5M
Ieq Capital, LLC 0.13% Reduce -6.1% 278,811 $27.4M
RiverFront Investment Group, LLC 0.42% Add +13.3% 278,311 $27.4M
Gotham Asset Management 0.08% Reduce -3.5% 277,133 $27.3M
South Dakota Investment Council 0.51% Add +0.3% 271,221 $26.7M
KLP Kapitalforvaltning As 0.10% Add +0.2% 271,093 $26.7M
Deprince Race & Zollo Inc. 0.50% Reduce -0.3% 267,596 $26.3M
Lone Peak Global Investors LLC 4.35% Add +52.2% 265,658 $26.1M
Truist Financial Corp. 0.04% Reduce -6.5% 264,160 $26.0M
Toronto Dominion Bank 0.05% Reduce -75.1% 261,487 $25.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +84.4% 263,113 $25.7M
Schroder Investment Management Group 0.02% Add +196.9% 268,647 $25.5M
Mackenzie Financial Corp. 0.03% Add +141.5% 259,079 $25.5M
Arbejdsmarkedets Tillaegspension 0.63% New 257,381 $25.3M
Storebrand Asset Management As 0.07% Add +5.2% 255,472 $25.1M
MAI Capital Management 0.14% Add +60.8% 253,498 $24.9M
State of New Jersey Common Pension Fund D 0.10% No change 251,482 $24.7M
Los Angeles Capital Management LLC 0.10% Add +28164.3% 247,030 $24.3M
Voya Investment Management LLC 0.03% Reduce -0.4% 245,994 $24.2M
Lansforsakringar Fondforvaltning AB (publ) 0.12% Reduce -0.3% 240,447 $23.7M
Centric Wealth Management 4.71% Reduce -6.6% 245,058 $23.6M
Clough Capital Partners L P 2.27% New 238,535 $23.5M
Resona Asset Management Co.,Ltd. 0.12% Add +0.6% 239,431 $23.4M
NewEdge Advisors, LLC 0.08% Reduce -1.4% 237,591 $23.4M
Guggenheim Capital LLC 0.18% Add +6.0% 235,350 $23.2M
CapWealth Advisors, LLC 2.04% Add +3.5% 230,181 $22.6M
Mercer Global Advisors Inc. 0.03% Add +14.3% 229,789 $22.6M
AEGON ASSET MANAGEMENT UK Plc 0.30% New 229,169 $22.5M
Capital CS Group, LLC 45.70% Add +2.6% 225,038 $22.1M
Nexus Investment Management ULC 3.05% Add +0.1% 221,656 $21.8M
Stack Financial Management, Inc 1.58% Add +57.6% 219,205 $21.6M
State of Michigan Retirement System 0.11% Reduce -0.2% 217,914 $21.4M
Waverly Advisors, LLC 0.16% Add +2.0% 214,839 $21.1M
Tredje AP-fonden 0.11% New 213,504 $21.0M
Empowered Funds, LLC 0.13% New 212,808 $20.9M
KLCM Advisors, Inc. 1.82% Add +9.5% 212,251 $20.9M
Rockefeller Capital Management L.P. 0.04% Add +2.7% 211,400 $20.8M
Man Group plc 0.04% Add +63.1% 204,794 $20.1M
Fifth Third Bancorp 0.04% Add +550.8% 204,274 $20.1M
Arizona State Retirement System 0.12% Reduce -2.0% 202,505 $19.9M
Czech National Bank 0.13% Add +3.3% 201,261 $19.8M
CIBC Asset Management Inc 0.05% Add +2.0% 192,545 $18.9M
Godsey & Gibb, Inc. 1.65% Add +6.0% 192,021 $18.9M
Susquehanna International Group, LLP 0.02% Reduce -78.0% 191,079 $18.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.13% Reduce -7.0% 189,756 $18.6M
Beacon Pointe Advisors, LLC 0.10% Add +35.9% 187,708 $18.5M
Ofi Invest Asset Management 0.24% New 213,999 $18.3M
Verity & Verity, LLC 1.36% Add +1.1% 185,063 $18.2M
Allworth Financial LP 0.07% Add +7.3% 184,338 $18.1M
Credit Agricole S A 0.06% Reduce -0.4% 184,067 $18.1M
Canada Pension Plan Investment Board 0.01% Reduce -56.1% 182,427 $17.9M
Delta Asset Management LLC 1.63% Reduce -1.4% 181,908 $17.9M
Two Sigma Investments, LP 0.02% Add +138.2% 178,590 $17.6M
Zacks Investment Management 0.14% Add +8.9% 178,393 $17.6M
Natixis Advisors, LLC 0.02% Add +89.2% 176,860 $17.4M
State of Tennessee, Department of Treasury 0.06% Add +41.4% 176,747 $17.4M
Millennium Management 0.01% Reduce -73.8% 176,524 $17.4M
MetLife Investment Management, LLC 0.09% Reduce -2.5% 172,589 $17.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.09% Add +0.1% 172,142 $16.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.13% Add +82.3% 171,700 $16.9M
Cantor Fitzgerald Investment Advisors L.P. 1.23% Add +11.9% 169,690 $16.7M
Measured Wealth Private Client Group, LLC 4.54% No change 169,006 $16.6M
1832 Asset Management L.P. 0.02% Add +1.3% 167,337 $16.5M
Townsend & Associates, Inc 1.41% Add +2.7% 155,596 $16.4M
Sanctuary Advisors, LLC 0.09% Add +3.2% 165,396 $16.3M
National Bank of Canada 0.02% Reduce -77.9% 164,751 $16.2M
D.A. Davidson & Co. 0.10% Add +24.9% 161,007 $15.8M
KBC Group NV 0.04% Add +6.8% 160,786 $15.8M
Nisa Investment Advisors, LLC 0.06% Reduce -3.8% 160,650 $15.8M
Centiva Capital, LP 0.73% Add +5552.3% 158,264 $15.6M
Retirement Systems of Alabama 0.05% Reduce -0.2% 156,930 $15.4M
World Investment Advisors 0.25% Reduce -0.1% 156,906 $15.4M
Villere St Denis J & Co. LLC 1.74% Reduce -3.2% 156,850 $15.4M
Choreo, LLC 0.19% Reduce -0.1% 154,212 $15.2M
Sound Income Strategies, LLC 0.73% Reduce -2.9% 154,764 $15.2M
Glenmede Trust Co. NA 0.07% Reduce -2.9% 153,755 $15.1M
Easterly Investment Partners LLC 1.15% Add +31.0% 153,675 $15.1M
Cibc World Market Inc. 0.03% Reduce -12.0% 152,590 $15.0M
Wilkins Investment Counsel Inc. 2.13% Reduce -1.3% 151,072 $14.9M
SEB Asset Management AB 0.06% — 148,363 $14.6M
Alphadyne Asset Management LP 1.88% New 146,206 $14.4M
Maven Securities LTD 0.84% Add +380.9% 146,159 $14.4M
Robeco Institutional Asset Management B.V. 0.02% Reduce -3.0% 144,784 $14.2M
Woodline Partners LP 0.05% Add +14.8% 144,744 $14.2M
Bank of Nova Scotia 0.02% Reduce -20.1% 143,215 $14.1M
Worldquant Millennium Advisors LLC 0.05% Reduce -73.2% 143,059 $14.1M
Keybank National Association 0.05% Reduce -3.9% 142,491 $14.0M
USS Investment Management Ltd 0.06% Add +7.8% 140,001 $13.8M
Stockman Wealth Management, Inc. 1.49% Add +9.5% 137,223 $13.5M
Private Advisor Group, LLC 0.06% Reduce -1.6% 136,325 $13.4M
Gradient Investments LLC 0.21% Reduce -4.4% 135,704 $13.4M
Obermeyer Wealth Partners 0.61% Reduce -12.7% 134,645 $13.2M
Graham Capital Management, L.P. 0.60% Reduce -55.4% 134,414 $13.2M
Amalgamated Bank 0.10% Reduce -5.2% 134,213 $13.2M
IFM Investors Pty Ltd 0.11% Add +4.8% 134,132 $13.2M
Steward Partners Investment Advisory, LLC 0.07% Add +26.1% 132,762 $13.1M
Teacher Retirement System of Texas 0.05% Reduce -0.6% 131,593 $12.9M
Captrust Financial Advisors 0.02% Add +34.8% 131,371 $12.9M
Xponance LLC 0.09% Reduce -4.4% 130,487 $12.8M
Isthmus Partners, LLC 1.33% Add +5.2% 128,697 $12.7M
Capital Investment Advisors, LLC 0.18% Reduce -1.8% 127,603 $12.6M
Daiwa Securities Group Inc. 0.04% Add +5.8% 126,159 $12.4M
Haverford Trust Co 0.11% Reduce -37.3% 124,710 $12.3M
Tidal Investments LLC 0.04% Add +14.5% 124,682 $12.3M
Lee Danner & Bass Inc. 0.76% Add +0.1% 123,197 $12.1M
Ilmarinen Mutual Pension Insurance Co 0.10% No change 123,000 $12.1M
Blair William & Co. 0.03% Add +54.5% 122,943 $12.1M
M&T Bank Corp 0.04% Reduce -4.6% 122,675 $12.1M
Stonebridge Capital Advisors LLC 0.84% Add +59.7% 121,871 $12.0M
Concurrent Investment Advisors, LLC 0.13% Add +11.9% 121,849 $12.0M
Calamos Advisors LLC 0.06% Add +5.0% 121,400 $11.9M
Varma Mutual Pension Insurance Co 0.07% Add +10.1% 119,970 $11.8M
Utah Retirement Systems 0.12% Reduce -1.5% 119,333 $11.7M
Public Sector Pension Investment Board 0.04% Add +23.6% 119,134 $11.7M
Miller Value Partners 3.06% Add +37.5% 119,108 $11.7M
QRG Capital Management, Inc. 0.12% Add +17.5% 116,467 $11.5M
Wedge Capital Management L L P 0.21% Reduce -5.0% 115,026 $11.3M
Founders Capital Management, LLC 1.87% Reduce -2.4% 114,869 $11.3M
Marco Investment Management LLC 0.84% Add +0.9% 113,583 $11.2M
Police & Firemen's Retirement System of New Jersey 0.09% Add +0.2% 112,831 $11.1M
Badgley Phelps Wealth Managers, LLC 0.22% Reduce -13.0% 112,416 $11.1M
ProShare Advisors LLC 0.02% Reduce -20.4% 110,391 $10.9M
Bell Bank 0.46% Reduce -4.8% 110,120 $10.8M
New York Life Investment Management LLC 0.09% Add +2.3% 109,971 $10.8M
Strategic Wealth Partners, Ltd. 0.75% Add +48.6% 109,697 $10.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.09% Reduce -0.3% 109,602 $10.8M
Wealthfront Advisers LLC 0.02% Add +0.5% 109,066 $10.7M
Leuthold Group, LLC 1.14% Add +2.1% 108,545 $10.7M
Group One Trading LLC 0.35% Reduce -40.2% 108,388 $10.7M
Nwam LLC 0.61% Reduce -3.2% 107,544 $10.6M
Midwest Trust Co 0.13% Reduce -1.0% 107,496 $10.6M
Rakuten Investment Management, Inc. 0.02% Add +12.6% 109,992 $10.4M
NEOS Investment Management LLC 0.05% Reduce -5.0% 106,091 $10.4M
Lodge Hill Capital, LLC 1.99% New 105,000 $10.3M
Silvercrest Asset Management Group LLC 0.07% Reduce -6.4% 104,702 $10.3M
NorthRock Partners, LLC 0.17% Reduce -2.4% 104,539 $10.3M
Andra AP-fonden 0.12% Reduce -37.4% 103,849 $10.2M
Peapack Gladstone Financial Corp. 0.13% Reduce -2.3% 103,556 $10.2M
Capitolis Liquid Global Markets LLC 0.06% — 103,325 $10.2M
Y-Intercept (Hong Kong) Ltd 0.19% Add +112.9% 102,890 $10.1M
Franklin Street Advisors Inc. 0.62% Add +9.0% 102,156 $10.1M
Greatmark Investment Partners, Inc. 1.18% Reduce -1.1% 102,143 $10.0M
Ferguson Wellman Capital Management, Inc. 0.14% New 102,112 $10.0M
&partners 0.05% Reduce -1.1% 101,365 $10.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Reduce -22.0% 101,849 $10.0M
International Assets Investment Management, LLC 0.68% Add +0.1% 100,502 $9.8M
TrueMark Investments, LLC 1.91% Add +63.5% 99,936 $9.8M
Opal Capital LLC 1.74% Add +68.1% 99,936 $9.8M
Eurizon Capital SGR S.p.A. 0.03% Reduce -20.6% 100,188 $9.8M
Pathstone Holdings, LLC 0.04% Add +8.3% 94,970 $9.3M
Federation des caisses Desjardins du Quebec 0.03% Add +13.2% 94,937 $9.3M
Nissay Asset Management Corp. /Japan 0.05% Add +1.8% 94,674 $9.3M
Sage Capital Advisors,llc 2.16% Add +25.8% 94,617 $9.3M
Stelac Advisory Services LLC 1.88% No change 94,543 $9.3M
Gilman Hill Asset Management, LLC 1.40% Add +1.6% 94,279 $9.3M
Intech Investment Management LLC 0.09% Add +66.6% 93,978 $9.2M
Public Employees Retirement Association of Colorado 0.04% Add +0.1% 93,796 $9.2M
NorthCoast Asset Management LLC 0.21% Add +35.8% 93,766 $9.2M
State of Alaska, Department of Revenue 0.10% Reduce -0.8% 93,356 $9.2M
Avanza Fonder AB 0.25% Add +16.3% 93,230 $9.2M
Cullinan Associates Inc. 0.74% Add +18.5% 92,789 $9.1M
Yousif Capital Management, LLC 0.11% Reduce -2.3% 92,527 $9.1M
Modera Wealth Management, LLC 0.11% Reduce -13.7% 92,401 $9.1M
Huntington National Bank 0.07% Add +314.4% 92,323 $9.1M
Southern Capital Advisors, LLC 4.25% Reduce -0.2% 92,263 $9.1M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.69% Add +1.2% 92,243 $9.1M
ASR Vermogensbeheer N.V. 0.11% Add +2.1% 92,015 $9.1M
Pinebridge Investments LLC 0.08% Reduce -2.5% 91,634 $9.0M
Westshore Wealth, LLC 3.15% Add +0.0% 91,093 $9.0M
Candriam S.C.A. 0.05% Add +29.6% 91,015 $9.0M
Assetmark, Inc. 0.02% Add +10.4% 91,000 $9.0M
Commerzbank Aktiengesellschaft 0.19% Reduce -22.4% 90,337 $8.9M
Hengehold Capital Management LLC 0.77% Add +0.1% 89,946 $8.8M
Oppenheimer & Co. Inc. 0.11% Reduce -22.3% 89,830 $8.8M
Mayar Capital Ltd. 10.49% Reduce -16.4% 89,420 $8.8M
MML Investors Services, LLC 0.02% Reduce -11.5% 89,158 $8.8M
Willis Investment Counsel 0.48% Reduce -57.7% 88,973 $8.8M
Twinbeech Capital LP 0.90% Add +1958.1% 88,500 $8.7M
ICICI Prudential Asset Management Co Ltd 1.04% Reduce -5.7% 88,273 $8.7M
Snowden Capital Advisors LLC 0.23% Add +22.3% 87,265 $8.6M
VestGen Advisors, LLC 0.24% Add +1.7% 86,982 $8.6M
United Capital Financial Advisors, LLC 0.05% Add +4.3% 85,791 $8.4M
Oregon Public Employees Retirement Fund 0.11% Add +0.1% 84,595 $8.3M
Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 3.11% No change 84,574 $8.3M
Stephens Inc. 0.10% Add +10.1% 83,474 $8.3M
Munich Reinsurance Co Stock Corp in Munich 0.20% Add +54.7% 83,657 $8.2M
Clark & Stuart, Inc 5.51% Reduce -0.1% 83,076 $8.2M
Mountain Hill Investment Partners Corp. 4.77% Reduce -14.1% 82,006 $8.1M
Investment Management Corp of Ontario 0.10% Add +28.6% 81,476 $8.0M
Mutual Advisors, LLC 0.17% Reduce -10.2% 80,052 $7.9M
Janus Henderson Group PLC 0.00% Reduce -3.3% 79,830 $7.8M
Addenda Capital Inc. 0.22% No change 79,400 $7.8M
Mutual of America Capital Management LLC 0.09% Reduce -0.9% 78,623 $7.7M
Moneta Group Investment Advisors LLC 0.06% Reduce -1.0% 78,481 $7.7M
Brown Advisory Inc. 0.01% Reduce -1.5% 78,204 $7.7M
Sowell Financial Services LLC 0.28% Reduce -6.0% 77,663 $7.6M
Regions Financial Corp. 0.05% Reduce -0.6% 77,092 $7.6M
Allstate Corp. 0.08% Add +43.6% 76,895 $7.6M
Orion Porfolio Solutions, LLC 0.06% Reduce -8.1% 76,687 $7.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +21.9% 75,809 $7.5M
PensionDanmark Pensionsforsikringsaktieselskab 0.07% Reduce -6.8% 74,789 $7.4M
Vanguard Personalized Indexing Management, LLC 0.07% Add +1.9% 74,731 $7.4M
OP Asset Management Ltd 0.07% Reduce -6.5% 74,704 $7.3M
Live Oak Private Wealth LLC 1.01% Add +2.3% 73,552 $7.2M
U.S. Capital Wealth Advisors, LLC 0.18% Add +15.0% 72,290 $7.1M
United Advisor Group, LLC 0.88% Add +4.2% 71,971 $7.1M
Heritage Investors Management Corp. 0.21% Reduce -2.1% 69,885 $6.9M
Soltis Investment Advisors LLC 0.45% Add +10.1% 69,845 $6.9M
NFJ Investment Group, LLC 0.26% Reduce -8.5% 69,235 $6.8M
Verition Fund Management LLC 0.07% Add +145.2% 69,095 $6.8M
Assenagon Asset Management S.A. 0.01% Reduce -93.6% 68,248 $6.7M
Fisher Asset Management 0.00% Add +19.3% 67,961 $6.7M
Allianz SE 0.07% Reduce -0.1% 67,858 $6.7M
AE Wealth Management LLC 0.04% Add +25.9% 67,766 $6.7M
Intact Investment Management Inc. 0.19% No change 67,000 $6.6M
Independent Advisor Alliance 0.07% Add +1.9% 66,827 $6.6M
Hi-Line Capital Management, LLC 2.06% Reduce -0.3% 66,687 $6.6M
Generali Asset Management SPA SGR 0.14% Add +11.9% 66,347 $6.5M
Tower Bridge Advisors 0.63% Add +125.5% 66,288 $6.5M
Ironwood Investment Counsel, LLC 0.94% Add +7.9% 66,107 $6.5M
Advocate Group LLC 1.02% Reduce -22.3% 66,025 $6.5M
Quadrature Capital Ltd 0.08% Reduce -59.4% 64,459 $6.3M
Ameritas Advisory Services, LLC 0.25% Reduce -0.9% 64,383 $6.3M
San Luis Wealth Advisors LLC 1.05% Add +31.3% 64,361 $6.3M
B. Metzler seel. Sohn & Co. AG 0.06% Add +8.2% 64,333 $6.3M
Hourglass Capital, LLC 1.31% Add +55.5% 63,855 $6.3M
AIA Group Ltd 0.09% Add +19.3% 63,600 $6.3M
Monte Financial Group, LLC 2.21% Add +0.9% 63,331 $6.2M
Kentucky Retirement Systems 0.45% Add +28.1% 59,017 $6.2M
Brasada Capital Management, LP 1.14% New 63,491 $6.2M
Austin Asset Management Co Inc 1.03% Add +2342.6% 61,919 $6.1M
Edgar Lomax Co. 0.43% Reduce -61.5% 61,875 $6.1M
UniSuper Management Pty Ltd 0.04% Reduce -0.3% 61,726 $6.1M
PFG Investments, LLC 0.28% Add +0.4% 61,537 $6.1M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.11% New 61,500 $6.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +27.2% 61,234 $6.0M
Abn Amro Investment Solutions 0.08% Add +7.2% 60,694 $6.0M
Sompo Asset Management Co., Ltd. 1.10% Add +30.9% 60,652 $6.0M
Composition Wealth, LLC 0.08% Reduce -4.0% 60,579 $6.0M
AustralianSuper Pty Ltd 0.03% Add +7.0% 60,563 $6.0M
Everett Harris & Co. 0.08% Reduce -9.2% 60,150 $5.9M
Ally Financial Inc. 0.73% No change 60,000 $5.9M
Capital Management Corp. 1.00% Reduce -18.9% 59,668 $5.9M
Erste Asset Management GmbH 0.05% Add +796.1% 61,909 $5.9M
Brown Brothers Harriman & Co. 0.03% Add +6.7% 59,582 $5.9M
Employees Retirement System of Texas 0.06% No change 59,462 $5.8M
Sigma Investment Counselors Inc. 0.31% Reduce -0.4% 59,017 $5.8M
Viking Fund Management LLC 0.59% No change 59,000 $5.8M
Cygnus Capital Advisors, LLC 3.95% Add +444.4% 58,800 $5.8M
Intellus Advisors LLC 0.79% Reduce 0.0% 58,512 $5.8M
Longfellow Investment Management Co. LLC 1.20% Add +589.3% 58,361 $5.7M
Romano Brothers and Company 0.65% Reduce -1.6% 58,201 $5.7M
Level Four Advisory Services, LLC 0.19% Add +24.6% 58,081 $5.7M
Teachers Retirement System of the State of Kentucky 0.04% No change 57,373 $5.6M
Penn Davis McFarland Inc. 0.55% Reduce -0.1% 57,113 $5.6M
Gulf International Bank (UK) Ltd 0.13% Add +55.3% 56,918 $5.6M
Catherine Avery Investment Management LLC 2.50% Add +33.0% 56,869 $5.6M
Fluent Financial, LLC 2.03% Reduce -19.9% 54,457 $5.6M
Wealthcare Advisory Partners LLC 0.11% Reduce -13.1% 56,418 $5.6M
Sequoia Financial Advisors, LLC 0.03% Reduce -7.7% 56,116 $5.5M
Steigerwald, Gordon & Koch Inc. 0.56% Reduce -7.1% 55,874 $5.5M
Hancock Whitney Corp. 0.09% Reduce -74.2% 55,157 $5.5M
Farther Finance Advisors, LLC 0.05% Add +30.1% 55,551 $5.4M
Altrius Capital Management Inc 1.08% Reduce -2.3% 55,254 $5.4M
Grace & White Inc. 0.96% Add +1.5% 54,490 $5.4M
Pinkerton Wealth, LLC 0.49% Reduce -1.1% 54,000 $5.4M
OneDigital Investment Advisors LLC 0.05% Reduce -0.1% 54,310 $5.3M
Neuberger Berman Group LLC 0.00% Add +21.9% 54,307 $5.3M
ARS Wealth Advisors Group, LLC 0.45% Add +11.6% 54,246 $5.3M
Inspire Trust Co, N.A. 0.82% Add +12.5% 54,000 $5.3M
Arkfeld Wealth Strategies, L.L.C. 1.68% Add +2.0% 51,246 $5.3M
Elo Mutual Pension Insurance Co 0.09% Add +3.5% 53,157 $5.2M
Rafferty Asset Management, LLC 0.02% Reduce -30.2% 52,722 $5.2M
First National Bank of Omaha 0.16% Add +0.2% 52,799 $5.2M
Advisory Services Network, LLC 0.07% Add +6.6% 52,353 $5.2M
Bcwm, LLC 1.46% Add +4.1% 52,320 $5.1M
Biondo Investment Advisors, LLC 0.66% Add +3.9% 52,307 $5.1M
Birch Capital Management, LLC 2.69% Add +18.0% 52,107 $5.1M
Olstein Capital Management, L.P. 1.12% Reduce -18.8% 52,000 $5.1M
Skylands Capital, LLC 0.67% Add +0.8% 51,950 $5.1M
Lido Advisors, LLC 0.02% Reduce -27.1% 51,842 $5.1M
Martin Capital Partners, LLC 1.88% Reduce -38.0% 51,321 $5.0M
Prospera Financial Services Inc 0.08% Reduce -13.2% 51,182 $5.0M
Avantax Planning Partners, Inc. 0.14% Reduce -14.7% 51,129 $5.0M
Canada Post Corp Registered Pension Plan 0.20% Add +13.6% 50,919 $5.0M
United Asset Strategies, Inc. 0.40% Add +244.8% 50,837 $5.0M
Freestone Grove Partners LP 0.04% New 50,142 $4.9M
Thompson Siegel & Walmsley LLC 0.09% New 50,105 $4.9M
Lincoln Capital LLC 0.93% Add +992.9% 50,033 $4.9M
First National Trust Co 0.17% Add +55.0% 49,667 $4.9M
Crossmark Global Holdings, Inc. 0.07% Reduce -0.3% 49,607 $4.9M
Morgan Dempsey Capital Management LLC 2.22% Add +1.6% 49,415 $4.9M
Glenview Trust Co 0.08% Reduce -4.7% 49,225 $4.8M
Prelude Capital Management, LLC 0.37% Add +69.8% 49,144 $4.8M
Vident Advisory, LLC 0.04% Add +27.6% 49,131 $4.8M
Townsquare Capital LLC 1.09% Add +46.7% 49,075 $4.8M
HighPoint Advisor Group LLC 0.20% Reduce -48.3% 48,962 $4.8M
Rowlandmiller & Partners.adv 0.97% Add +0.7% 48,736 $4.8M
Lynch & Associates 0.89% Add +15.8% 48,405 $4.8M
Tufton Capital Management 0.86% Reduce -1.2% 48,279 $4.7M
NewSquare Capital LLC 0.41% Reduce -2.0% 48,197 $4.7M
Tocqueville Asset Management L.P. 0.07% Add +32.6% 48,174 $4.7M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -5.4% 48,055 $4.7M
Vestmark Advisory Solutions, Inc. 0.05% Reduce -3.5% 48,007 $4.7M
Debussy Capital Management LP 0.65% Reduce -4.2% 47,899 $4.7M
Linscomb Wealth, Inc. 0.21% Reduce -15.0% 47,730 $4.7M
Thrivent Financial for Lutherans 0.01% Reduce -2.2% 47,762 $4.7M
Kiltearn Partners LLP 1.26% Reduce -17.2% 47,600 $4.7M
Benjamin Edwards Inc. 0.05% Add +35.6% 47,538 $4.7M
Strategic Planning, Inc. 2.33% Add +0.2% 47,167 $4.6M
Lathrop Investment Management Co. 0.87% Add +5.1% 47,152 $4.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.03% Add +76.8% 47,091 $4.6M
Norinchukin Bank, The 0.05% Add +0.4% 46,555 $4.6M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -90.8% 46,416 $4.6M
IFP Advisors, Inc 0.09% Add +3.3% 46,335 $4.6M
HB Wealth Management, LLC 0.03% Add +1.2% 46,333 $4.6M
Nomura Holdings Inc. 0.04% Reduce -6.2% 46,245 $4.5M
Natixis 0.02% Add +35.9% 46,109 $4.5M
Wesbanco Bank Inc. 0.13% Reduce -0.5% 46,080 $4.5M
Murphy Pohlad Asset Management LLC 1.62% Reduce -2.6% 46,075 $4.5M
Venture Visionary Partners LLC 0.15% Add +19.1% 45,991 $4.5M
Commonwealth Retirement Investments LLC 1.40% Add +12.3% 45,990 $4.5M
Edgestream Partners, L.P. 0.15% Add +108.3% 45,978 $4.5M
Koshinski Asset Management, Inc. 0.28% Reduce -0.1% 45,895 $4.5M
TCTC Holdings, LLC 0.13% No change 45,867 $4.5M
Arkadios Wealth Advisors 0.07% Add +49.5% 45,843 $4.5M
Keystone Financial Planning, Inc. 1.20% No change 45,768 $4.5M
Pentwater Capital Management LP 0.03% New 45,000 $4.4M
Cooper Financial Group 0.45% Add +0.4% 44,818 $4.4M
Mizuho Securities USA LLC 0.10% Reduce -17.0% 44,675 $4.4M
PYA Waltman Capital, LLC 1.21% Add +6.5% 44,431 $4.4M
Pinnacle Financial Partners, Inc. 0.03% Add +23.2% 44,413 $4.4M
Integrated Wealth Concepts LLC 0.03% Add +38.7% 43,791 $4.3M
Kestra Private Wealth Services, LLC 0.05% Reduce -10.2% 43,247 $4.3M
Simplex Trading, LLC 0.13% Reduce -63.7% 43,120 $4.2M
Osmosis Investment Management UK Ltd 0.11% Add +426.4% 43,003 $4.2M
OMERS ADMINISTRATION Corp 0.03% Add +64.0% 42,751 $4.2M
Capital Investment Advisory Services, LLC 0.31% Add +0.8% 42,630 $4.2M
Dynamic Advisor Solutions LLC 0.13% Add +88.7% 42,466 $4.2M
Boston Research & Management Inc. 0.99% Add +8.1% 42,437 $4.2M
Eliot Finkel Investment Counsel, LLC 2.25% Add +11.1% 41,995 $4.1M
Hartford Investment Management Co. 0.13% Reduce -1.5% 41,982 $4.1M
Brookstone Capital Management 0.05% Add +72.9% 41,730 $4.1M
Mubadala Investment Co PJSC 0.02% New 41,698 $4.1M
Signaturefd, LLC 0.06% Add +0.6% 41,696 $4.1M
Inspire Advisors, LLC 0.33% Reduce -7.4% 41,581 $4.1M
Welch & Forbes LLC 0.05% Reduce -1.4% 41,251 $4.1M
PEAK6 LLC 0.12% Add +41.1% 41,244 $4.1M
Prudential PLC 0.03% Add +194.8% 41,066 $4.0M
Savant Capital, LLC 0.02% Add +9.8% 40,981 $4.0M
Stablepoint Partners, LLC 0.60% New 40,979 $4.0M
APG Asset Management N.V. 0.01% Reduce -16.6% 47,202 $4.0M
Iams Wealth Management, LLC 1.40% Reduce -3.0% 40,847 $4.0M
Waterfront Wealth Inc. 0.74% Reduce -1.2% 40,826 $4.0M
Northwest & Ethical Investments L.P. 0.09% Reduce -31.4% 40,719 $4.0M
Builder Investment Group Inc. 0.86% Reduce -0.5% 40,311 $4.0M
Vision Capital Management, Inc. 0.50% Add +2.0% 40,136 $3.9M
Vontobel Holding Ltd. 0.01% Reduce -56.1% 39,934 $3.9M
Adams Asset Advisors, LLC 0.45% Add +10.8% 39,924 $3.9M
Palouse Capital Management, Inc. 2.66% Reduce -1.9% 39,789 $3.9M
Highland Capital Management, LLC 0.21% Reduce -0.2% 39,652 $3.9M
First Manhattan Co. Llc. 0.01% Reduce -24.3% 39,592 $3.9M
Atria Investments, Inc 0.04% Reduce -14.8% 39,584 $3.9M
First Citizens Bank & Trust Co. 0.08% Reduce -8.6% 39,492 $3.9M
Columbia Asset Management 0.74% Add +3.2% 39,370 $3.9M
Providence Capital Advisors, LLC 0.63% Add +2.8% 39,316 $3.9M
Park Avenue Securities LLC 0.03% Add +8.3% 39,263 $3.9M
Inspire Investing, LLC 0.23% Add +12078.0% 39,213 $3.9M
Global Wealth Management Investment Advisory, Inc. 0.60% New 39,187 $3.9M
Allspring Global Investments Holdings, LLC 0.01% Add +16.0% 39,180 $3.8M
Dupree Financial Group, LLC 1.52% Reduce -63.1% 38,471 $3.8M
Scotia Capital Inc. 0.02% Reduce -38.8% 38,092 $3.7M
Verdence Capital Advisors LLC 0.22% Add +81.9% 37,808 $3.7M
Gilbert & Cook, Inc. 0.48% Reduce -7.8% 37,782 $3.7M
Naples Global Advisors, LLC 0.27% Reduce -1.4% 37,768 $3.7M
Butensky & Cohen Financial Security, Inc. 0.98% Add +12.2% 37,750 $3.7M
Louisiana State Employees Retirement System 0.07% No change 37,700 $3.7M
Generali Investments CEE, investicni spolecnost, a.s. 0.19% Add +15.3% 37,676 $3.7M
First National Bank of Mount Dora, Trust Investment Services 0.80% Reduce -41.9% 37,591 $3.7M
Foundations Investment Advisors, LLC 0.05% Add +31.1% 37,447 $3.7M
Truvestments Capital LLC 0.66% Add +9.5% 37,381 $3.7M
Stanley-Laman Group, Ltd. 0.45% Add +32.8% 37,348 $3.7M
Summit Trail Advisors, LLC 0.05% Add +9.7% 37,313 $3.7M
Capital Square, LLC 1.69% Add +27.7% 34,239 $3.7M
Legato Capital Management LLC 0.33% Add +48.0% 37,000 $3.6M
Frank, Rimerman Advisors LLC 0.24% Add +0.5% 36,899 $3.6M
Sigma Planning Corp 0.10% Add +37.1% 36,722 $3.6M
Elevation Point Wealth Partners, LLC 0.09% Add +926.4% 36,695 $3.6M
Delphi Financial Group, Inc. 1.64% Add +62.6% 36,535 $3.6M
Maryland State Retirement & Pension System 0.07% No change 36,495 $3.6M
First Foundation Advisors 0.14% Reduce -79.3% 36,461 $3.6M
KMG Fiduciary Partners, LLC 0.26% Add +6.3% 36,336 $3.6M
Sovereign's Capital Management, LLC 2.63% Reduce -32.7% 36,275 $3.6M
JB Capital LLC 0.14% Add +3.5% 36,203 $3.6M
HBK Sorce Advisory LLC 0.07% Add +3.1% 35,060 $3.5M
Perigon Wealth Management, LLC 0.06% Add +7.5% 35,752 $3.5M
Rayburn West Financial Services LLC 2.07% Add +2.7% 35,722 $3.5M
IHT Wealth Management, LLC 0.08% Add +32.6% 35,474 $3.5M
Ashton Thomas Private Wealth, LLC 0.08% Reduce -74.0% 35,468 $3.5M
Summit Financial, LLC 0.04% Add +3.1% 35,436 $3.5M
Laurel Wealth Advisors LLC 0.34% Add +26.7% 34,397 $3.5M
Trask Adam Roland 3.27% — 35,086 $3.5M
Armstrong Advisory Group, Inc. 0.23% Reduce -16.4% 34,533 $3.4M
Bank of New Hampshire 0.78% No change 34,492 $3.4M
Shelton Capital Management 0.07% Add +378.7% 34,268 $3.4M
New Mexico Educational Retirement Board 0.10% No change 34,162 $3.4M
PDS Planning, Inc 0.22% Reduce -1.9% 34,088 $3.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.09% Add +82.3% 33,916 $3.3M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Add +6.8% 33,500 $3.3M
Focus Partners Advisor Solutions, LLC 0.03% Reduce -11.0% 33,494 $3.3M
Woodstock Corp. 0.29% Reduce -5.0% 33,464 $3.3M
Point72 Asset Management 0.01% New 33,422 $3.3M
Texas Yale Capital Corp. 0.09% Add +3.6% 33,328 $3.3M
EP Wealth Advisors, LLC 0.02% Add +4.3% 33,074 $3.3M
Anchor Investment Management, LLC 0.27% Reduce -2.0% 32,972 $3.2M
Ancora Advisors LLC 0.07% Reduce -3.9% 32,946 $3.2M
Walleye Trading LLC 0.07% Reduce -69.3% 32,397 $3.2M
Emerald Investment Advisers, LLC 0.29% — 32,387 $3.2M
Keating Investment Counselors Inc. 0.79% Reduce -0.4% 32,232 $3.2M
Signature Wealth Management Group 1.20% Add +0.6% 32,213 $3.2M
CMG Global Holdings, LLC 1.51% Add +23.3% 32,121 $3.2M
Community Bank, N.A. 0.38% Reduce -5.5% 32,068 $3.2M
Iowa State Bank 0.58% Reduce -0.4% 32,060 $3.2M
Cohen Investment Advisors LLC 1.49% Add +1.5% 31,967 $3.1M
Redmond Asset Management, LLC 0.86% Add +2.0% 31,837 $3.1M
Morton Community Bank 0.68% Add +0.8% 31,827 $3.1M
Harvest Portfolios Group Inc. 0.05% Add +27.8% 31,802 $3.1M
Csenge Advisory Group 0.14% Add +51.6% 31,775 $3.1M
Baker Avenue Asset Management, LP 0.07% Add +4.0% 31,678 $3.1M
Kornitzer Capital Management Inc. 0.07% Reduce -8.3% 31,584 $3.1M
Brevan Howard Capital Management LP 0.03% Reduce -46.7% 31,575 $3.1M
Monarch Capital Management Inc. 0.76% Add +2.7% 31,458 $3.1M
Collar Capital Management, LLC 2.00% Reduce -0.1% 31,457 $3.1M
MFG Wealth Management, Inc. 2.56% Add +45.1% 31,436 $3.1M
Fisher Funds Management LTD 0.09% No change 31,258 $3.1M
AG2R La Mondiale Gestion D'actifs 0.14% Add +1.3% 31,153 $3.1M
OmniStar Financial Group, Inc. 1.59% Add +4.1% 31,143 $3.1M
Brighton Jones LLC 0.07% New 31,115 $3.1M
Equitable Holdings, Inc. 0.02% Add +5.9% 30,821 $3.1M
Perryman Financial Advisory Inc. 0.46% Add +0.5% 30,951 $3.0M
Rench Wealth Management, Inc. 0.92% Add +0.1% 30,936 $3.0M
Udine Wealth Management, Inc. 1.48% Add +3.6% 30,829 $3.0M
Econ Financial Services Corp 1.40% Add +28.7% 30,741 $3.0M
Guyasuta Investment Advisors Inc. 0.17% Reduce -4.2% 30,701 $3.0M
William Allan Corp 1.77% Add +0.8% 30,425 $3.0M
MUFG Securities EMEA plc 0.04% No change 30,295 $3.0M
Centaurus Financial, Inc. 0.14% Add +13.4% 30,233 $3.0M
Great Lakes Advisors, LLC 0.02% Add +60.6% 30,190 $3.0M
Oasis Advisors, LLC 0.58% Add +1101.4% 30,168 $3.0M
Capital Investment Counsel, Inc 0.36% Reduce -3.3% 30,159 $3.0M
Gladstone Institutional Advisory LLC 0.11% Reduce -1.2% 30,010 $3.0M
First Dallas Securities Inc. 1.09% Add +91.5% 29,834 $2.9M
Clearstead Advisors, LLC 0.03% Reduce -8.6% 29,693 $2.9M
Edgemoor Investment Advisors, Inc. 0.23% Add +13.1% 29,611 $2.9M
Daiichi Life Insurance Co., Ltd. 0.08% Reduce -1.9% 29,348 $2.9M
Courier Capital LLC 0.16% Add +105.5% 29,186 $2.9M
TD Waterhouse Canada Inc. 0.01% Add +18.7% 29,241 $2.9M
CreativeOne Wealth, LLC 0.07% Add +6.0% 28,944 $2.8M
Capital Investment Counsel, LLC 0.39% New 28,873 $2.8M
Kingsview Wealth Management, LLC 0.04% Add +1.4% 28,730 $2.8M
Cullen Investment Group, LTD. 0.37% Reduce -37.9% 28,703 $2.8M
XML Financial, LLC 0.23% Reduce -7.3% 28,553 $2.8M
Loomis Sayles & Co. L P 0.00% Reduce -64.1% 28,460 $2.8M
Apollon Wealth Management, LLC 0.05% Reduce -4.0% 28,394 $2.8M
Destination Wealth Management 0.07% Add +2.9% 28,336 $2.8M
Pallas Capital Advisors LLC 0.10% Reduce -13.2% 28,320 $2.8M
Leelyn Smith, LLC 0.39% Add +10.1% 28,058 $2.8M
Fairview Capital Investment Management, LLC 0.15% Reduce -6.6% 28,015 $2.8M
Perkins Coie Trust Co 0.53% Add +11.0% 28,014 $2.8M
Quinn Opportunity Partners LLC 0.14% Reduce -79.6% 28,000 $2.8M
Argyle Capital Management, LLC 0.89% Add +1.6% 27,930 $2.7M
Motco 0.25% Add +6.5% 27,820 $2.7M
Florida Trust Wealth Management Co 0.08% Reduce -7.9% 27,602 $2.7M
Siemens Fonds Invest GmbH 0.16% Add +0.7% 27,579 $2.7M
EagleClaw Capital Managment, LLC 0.38% Reduce -16.2% 27,513 $2.7M
First Pacific Financial 0.35% Add +0.9% 27,499 $2.7M
Miller Financial Services LLC 3.01% Reduce -5.7% 27,444 $2.7M
Saudi Central Bank 0.06% New 27,277 $2.7M
Principal Securities, Inc. 0.04% Add +3.5% 27,273 $2.7M
Borer Denton & Associates, Inc. 0.96% Reduce -0.6% 27,238 $2.7M
Ables, Iannone, Moore & Associates, Inc. 1.59% Reduce -2.0% 27,086 $2.7M
Vinva Investment Management Ltd 0.03% Add +97.4% 27,951 $2.7M
Twin Capital Management Inc. 0.34% Add +139.7% 26,880 $2.6M
Brookmont Capital Management 1.48% Add +8.7% 26,867 $2.6M
Old Second National Bank of Aurora 0.55% Reduce -0.0% 26,861 $2.6M
Cohen Klingenstein LLC 0.09% No change 26,741 $2.6M
Miller Howard Investments Inc. 0.07% Add +8.4% 26,624 $2.6M
Opus Investment Management Inc. 1.56% No change 26,600 $2.6M
Natural Investments, LLC 0.64% Add +1.1% 26,379 $2.6M
Oak Thistle LLC 0.25% Add +47.6% 26,334 $2.6M
Bleakley Financial Group, LLC 0.04% Add +11.7% 26,299 $2.6M
Cypress Wealth Services, LLC 0.36% Add +4.2% 26,276 $2.6M
Resources Management Corp. /CT/ 0.34% Reduce -2.1% 26,225 $2.6M
Kestra Investment Management, LLC 0.04% Add +1084.7% 26,171 $2.6M
Mather Group, Llc. 0.03% Reduce -26.7% 26,094 $2.6M
Kingswood Wealth Advisors, LLC 0.12% Add +4.4% 26,094 $2.6M
Pine Valley Investments Ltd Liability Co 0.12% Add +2.8% 26,079 $2.6M
Norris Financial Group, LLC 0.84% Reduce -4.5% 26,063 $2.6M
Jacobi Capital Management LLC 0.14% Reduce -5.0% 26,048 $2.6M
Squarepoint Ops LLC 0.01% Reduce -95.2% 25,911 $2.5M
Cardinal Capital Management 0.33% Add +1.5% 25,886 $2.5M
Banque Cantonale Vaudoise 0.10% Reduce -22.9% 25,814 $2.5M
Bourne Lent Asset Management Inc. 0.93% No change 25,783 $2.5M
SWP Investment Management LLC 1.88% Add +37.4% 25,561 $2.5M
Cherry Creek Investment Advisors, Inc. 1.09% Add +2.3% 25,397 $2.5M
Visionary Wealth Advisors 0.11% Add +179.6% 25,393 $2.5M
Morningstar Investment Management LLC 0.15% Add +8.7% 25,383 $2.5M
Ascent Group, LLC 0.09% Add +0.6% 25,374 $2.5M
Moss Adams Wealth Advisors LLC 0.18% Add +0.3% 25,308 $2.5M
Woodley Farra Manion Portfolio Management Inc. 0.12% Add +8.4% 25,307 $2.5M
Lombard Odier Asset Management (Switzerland) SA 0.09% Add +42.2% 25,269 $2.5M
Van Den Berg Management I, Inc. 0.57% Reduce -0.1% 25,193 $2.5M
E. Ohman J:or Asset Management AB 0.07% Add +24.8% 25,126 $2.5M
WealthShield Partners, LLC 0.27% Add +5.4% 25,067 $2.5M
Hodges Capital Management Inc. 0.20% Add +490.2% 25,008 $2.5M
DKRT Investments Corp. 0.62% No change 25,000 $2.5M
Americana Partners, LLC 0.06% Reduce -4.8% 24,899 $2.4M
Hennessy Advisors Inc. 0.09% Reduce -58.4% 24,800 $2.4M
Advisors Capital Management, LLC 0.03% Reduce -0.1% 24,791 $2.4M
Valeo Financial Advisors, LLC 0.06% Reduce -3.0% 24,692 $2.4M
Nicholas Hoffman & Company, LLC. 0.06% Reduce -1.6% 24,656 $2.4M
Benin Management CORP 0.54% Add +1.6% 24,597 $2.4M
Empirical Finance, LLC 0.11% Reduce -0.2% 24,411 $2.4M
Wbi Investments, LLC 0.66% Reduce -22.5% 24,342 $2.4M
Millington Securities, LLC 0.66% — 24,342 $2.4M
Measured Risk Portfolios, Inc. 2.64% Reduce -1.5% 24,329 $2.4M
Coldstream Capital Management Inc. 0.03% Add +114.4% 24,268 $2.4M
Wedbush Securities Inc. 0.07% Add +13.4% 24,267 $2.4M
Aviso Financial Inc. 0.08% Add +19.7% 24,232 $2.4M
Tokio Marine Asset Management Co. Ltd. 0.09% No change 24,129 $2.4M
Stolper Co 0.67% Reduce -58.9% 12,181 $2.4M
Independent Investors Inc. 0.47% No change 24,028 $2.4M
K.J. Harrison & Partners Inc 0.39% Reduce -61.9% 24,000 $2.4M
Avidian Wealth Enterprises, LLC 0.07% Add +82.2% 23,775 $2.3M
QTR Family Wealth, LLC 0.97% Reduce -0.9% 22,584 $2.3M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.1% 23,646 $2.3M
Klingenstein Fields & Co. LP 0.09% No change 23,626 $2.3M
Meridian Wealth Management, LLC 0.08% Add +88.5% 23,584 $2.3M
Harbour Investments, Inc. 0.04% Add +108.9% 23,544 $2.3M
Te Ahumairangi Investment Management Ltd 0.39% Add +5.6% 23,536 $2.3M
Bailard, Inc. 0.05% Add +0.0% 23,413 $2.3M
Jane Street Group, LLC 0.00% Reduce -97.4% 23,401 $2.3M
Horizon Investments, LLC 0.03% Add +6.4% 23,392 $2.3M
Waters Parkerson & Co., LLC 0.12% Reduce -9.1% 23,324 $2.3M
Quadrant Capital Group LLC 0.07% Add +3.0% 23,284 $2.3M
Bonness Enterprises Inc. 0.83% No change 23,150 $2.3M
Portside Wealth Group, LLC 0.31% Add +10.6% 23,004 $2.3M
Virtu Financial LLC 0.09% Reduce -36.9% 22,993 $2.3M
Ostrum Asset Management 0.13% Add +109.1% 22,952 $2.3M
Tilson Financial Group, Inc. 0.68% Reduce -0.1% 22,871 $2.3M
Catalyst Funds Management Pty Ltd 0.37% New 22,500 $2.2M
Carmel Capital Partners, LLC 0.80% Reduce -2.3% 22,444 $2.2M
Alight Capital Management LP 0.64% Add +12.2% 22,444 $2.2M
Horrell Capital Management, Inc. 1.00% Reduce -8.2% 22,337 $2.2M
Hillman Capital Management, Inc. 1.52% Reduce -9.3% 22,316 $2.2M
Farmers & Merchants Investments Inc. 0.06% Reduce -2.4% 22,296 $2.2M
Compound Planning, Inc. 0.07% Add +10.5% 22,199 $2.2M
Quantitative Investment Management, LLC 0.23% New 22,186 $2.2M
Mitchell & Pahl Private Wealth, LLC 0.88% Add +8.8% 22,129 $2.2M
Sovereign Financial Group, Inc. 0.38% Add +0.0% 22,098 $2.2M
Cyndeo Wealth Partners, LLC 0.11% Reduce -76.0% 22,086 $2.2M
Ritholtz Wealth Management 0.04% Reduce -10.6% 22,061 $2.2M
Liberty Wealth Management LLC 0.27% Add +716.1% 20,932 $2.2M
Manske Wealth Management 0.61% Add +26.7% 21,960 $2.2M
Cresset Asset Management, LLC 0.01% Add +7.3% 21,882 $2.2M
Park National Corp. 0.07% Add +216.7% 21,855 $2.2M
Cowa, LLC 0.62% Add +3.7% 21,732 $2.1M
Campbell & CO Investment Adviser LLC 0.12% Add +181.0% 21,718 $2.1M
One Capital Management, LLC 0.06% Add +0.1% 21,684 $2.1M
Stratos Wealth Partners, LTD. 0.02% Reduce -10.6% 21,614 $2.1M
Northwest Bancshares, Inc. 0.42% Reduce -46.7% 21,553 $2.1M
North Dakota State Investment Board 0.09% Reduce -15.5% 21,263 $2.1M
Washington Trust Advisors, Inc. 0.17% Reduce -0.6% 21,257 $2.1M
Evolve Private Wealth, LLC 0.11% Reduce -3.7% 21,226 $2.1M
Parallel Advisors, LLC 0.04% Add +3.8% 21,220 $2.1M
Fiduciary Alliance LLC 0.13% Add +28.3% 20,121 $2.1M
Savvy Advisors, Inc. 0.06% Add +17.7% 21,083 $2.1M
Metis Global Partners, LLC 0.05% Reduce -10.1% 21,052 $2.1M
Boomfish Wealth Group, LLC 1.10% Reduce -2.9% 20,965 $2.1M
Independent Solutions Wealth Management, LLC 0.30% New 20,921 $2.1M
Meeder Asset Management Inc. 0.12% Add +79.7% 20,898 $2.1M
Summit Global Investments 0.12% Add +56.2% 20,780 $2.0M
Carlson Capital, L.P. 0.80% Add +290.7% 20,706 $2.0M
CFC Planning Co LLC 1.47% Add +11.9% 20,647 $2.0M
HBW Advisory Services LLC 0.21% Add +1.1% 20,626 $2.0M
Ranch Capital Advisors Inc. 0.74% Add +11.9% 20,505 $2.0M
Rodgers Brothers Inc. 0.23% Add +0.8% 20,485 $2.0M
Pavion Blue Capital, LLC 0.87% Reduce -1.6% 20,449 $2.0M
Mufg Securities Americas Inc. 0.13% Add +2.7% 20,448 $2.0M
Moors & Cabot, Inc. 0.09% Reduce -5.3% 20,398 $2.0M
Exencial Wealth Advisors, LLC 0.06% Add +3.0% 20,373 $2.0M
Arbor Capital Management Inc. 1.63% Add +2.0% 19,851 $2.0M
Voleon Capital Management LP 0.04% New 20,276 $2.0M
Investors Asset Management of Georgia Inc. /Ga/ 0.82% Add +25.2% 20,245 $2.0M
Bar Harbor Wealth Management 0.12% Reduce -15.8% 20,081 $2.0M
Culbertson A N & Co. Inc. 0.26% Add +27.2% 20,069 $2.0M
ProVise Management Group, LLC 0.14% Add +3.8% 20,020 $2.0M
Canandaigua National Corp. 0.18% — 20,015 $2.0M
Advanced Asset Management Advisors Inc 0.54% No change 20,000 $2.0M
Securian Asset Management, Inc. 0.08% Reduce -0.5% 19,994 $2.0M
Gateway Wealth Partners, LLC 0.08% Add +116.6% 19,930 $2.0M
Vestcor Inc 0.05% Add +42.6% 19,872 $2.0M
Cordgrass Capital Advisors, LLC 0.45% Add +2.3% 19,704 $1.9M
Inceptionr LLC 0.46% New 19,591 $1.9M
Cladis Investment Advisory, LLC 1.06% Reduce -13.2% 19,570 $1.9M
Choate Investment Advisors 0.04% Add +1.3% 19,564 $1.9M
NewEdge Wealth, LLC 0.02% Reduce -5.2% 19,495 $1.9M
Christine Messmer PC 1.22% Add +16.0% 19,418 $1.9M
Pinnacle Associates Ltd. 0.02% Reduce -7.7% 19,392 $1.9M
Pure Financial Advisors, LLC 0.03% Reduce -1.4% 19,352 $1.9M
Kentucky Retirement Systems Insurance Trust Fund 0.13% No change 19,316 $1.9M
Vise Technologies, Inc. 0.04% No change 19,148 $1.9M
Cullen/Frost Bankers, Inc. 0.02% Add +3.4% 19,273 $1.9M
Arq Wealth Advisors, LLC 0.34% Add +167.5% 19,112 $1.9M
Alerus Financial NA 0.09% Add +30.1% 19,077 $1.9M
Vest Financial, LLC 0.02% Add +10.9% 18,988 $1.9M
Mediolanum International Funds Ltd 0.02% Reduce -50.9% 19,639 $1.9M
Kintra Wealth, LLC 0.13% New 18,928 $1.9M
Am Investment Strategies LLC 0.41% Reduce -0.9% 18,861 $1.9M
Total Clarity Wealth Management, Inc. 0.43% Reduce -40.7% 18,817 $1.9M
Schulhoff & Co. Inc. 0.76% Reduce -0.2% 18,806 $1.9M
Rehmann Capital Advisory Group 0.10% Add +1.4% 18,789 $1.8M
FLC Capital Advisors 0.33% Reduce -9.5% 18,769 $1.8M
Wahed Invest LLC 0.24% Reduce -3.0% 18,744 $1.8M
Mgo One Seven LLC 0.04% Reduce -16.9% 18,667 $1.8M
Investment Research Partners LLC 0.74% Reduce -0.3% 18,609 $1.8M
V-Square Quantitative Management LLC 0.19% Add +9.8% 18,602 $1.8M
Arnhold LLC 0.13% No change 18,370 $1.8M
Harvest Investment Services, LLC 0.33% Add +0.2% 18,267 $1.8M
McAdam, LLC 0.08% Reduce -3.2% 18,218 $1.8M
UMB Bank, n.a. 0.02% Reduce -3.3% 18,077 $1.8M
Perpetual Ltd 0.03% Reduce -1.2% 18,075 $1.8M
BLVD Private Wealth, LLC 1.54% Reduce -20.1% 18,057 $1.8M
Flavin Financial Services, Inc. 1.20% Add +2.2% 18,056 $1.8M
Ignite Planners, LLC 0.27% Reduce -2.5% 18,074 $1.8M
Donaldson Capital Management, LLC 0.06% Add +12.1% 17,951 $1.8M
Marion Wealth Management 0.39% No change 17,895 $1.8M
Aspire Private Capital, LLC 0.40% Add +0.0% 17,879 $1.8M
Clear Creek Financial Management, LLC 0.13% Add +13.2% 17,560 $1.7M
Guidance Capital, Inc. 0.39% Add +194.2% 17,607 $1.7M
LongView Wealth Management 0.43% Add +0.1% 16,681 $1.7M
Diversify Wealth Management, LLC 0.03% Add +245.4% 16,148 $1.7M
Mairs & Power Inc. 0.02% Reduce -11.9% 17,427 $1.7M
Independence Bank of Kentucky 0.22% Reduce -5.9% 17,379 $1.7M
Krilogy Financial LLC 0.06% Reduce -11.0% 16,266 $1.7M
Beacon Investment Advisors LLC 0.64% Add +0.2% 17,353 $1.7M
KCM Investment Advisors LLC 0.06% Reduce -3.4% 17,179 $1.7M
Arete Wealth Advisors, LLC 0.13% Reduce -5.6% 16,998 $1.7M
Harvest Investment Advisors, LLC 0.93% Add +26.6% 16,942 $1.7M
Cornerstone Wealth Management, LLC 0.08% Reduce -0.7% 16,932 $1.7M
BIP Wealth, LLC 0.07% Reduce -2.5% 16,882 $1.7M
Avail Investment Partners, LLC 1.77% — 16,827 $1.7M
Exchange Traded Concepts, LLC 0.01% Reduce -61.6% 16,808 $1.7M
Searle & Co. 0.42% Reduce -1.8% 16,795 $1.7M
DHJJ Financial Advisors, Ltd. 0.55% No change 16,785 $1.7M
Independent Financial Group, LLC 0.04% Reduce -5.9% 16,742 $1.6M
Creative Financial Designs Inc. 0.10% Reduce -2.5% 16,635 $1.6M
Strengthening Families & Communities, LLC 0.41% New 16,587 $1.6M
North Star Investment Management Corp. 0.10% Reduce -2.9% 16,551 $1.6M
Donoghue Forlines LLC 0.45% New 16,522 $1.6M
Ausdal Financial Partners, Inc. 0.07% Reduce -8.8% 16,428 $1.6M
EverSource Wealth Advisors, LLC 0.05% Add +6.0% 16,391 $1.6M
McDaniel Terry & Co. 0.14% Reduce -0.6% 16,314 $1.6M
Summit Wealth Group LLC / Co. 0.17% Add +2.1% 16,313 $1.6M
Telos Capital Management, Inc. 0.15% Reduce -3.5% 16,313 $1.6M
Landscape Capital Management, L.L.C. 0.10% Reduce -71.0% 16,243 $1.6M
NBT Bank, N.A. 0.10% Reduce -1.0% 16,212 $1.6M
Brooklyn Investment Group 0.05% Add +40.0% 16,210 $1.6M
RFG Advisory, LLC 0.03% Reduce -54.5% 16,025 $1.6M
Groupe la Francaise 0.02% No change 16,000 $1.6M
Woodmont Investment Counsel LLC 0.10% Reduce -0.7% 15,955 $1.6M
Arax Advisory Partners 0.04% Reduce -58.4% 15,942 $1.6M
Sagespring Wealth Partners, LLC 0.03% Add +8.3% 15,913 $1.6M
Center for Wealth Management Advisory 1.13% Add +12.6% 15,908 $1.6M
Wealthedge Investment Advisors, LLC 0.57% Reduce -75.0% 15,889 $1.6M
Orca Investment Management, LLC 1.33% Reduce -6.5% 15,881 $1.6M
Daymark Wealth Partners, LLC 0.05% Reduce -11.8% 15,854 $1.6M
GHP Investment Advisors, Inc. 0.06% Add +4.7% 15,832 $1.6M
Ridgewood Investments LLC 0.64% — 15,807 $1.6M
Maltin Wealth Management, Inc. 0.59% Add +4.1% 15,764 $1.6M
Prime Capital Investment Advisors, LLC 0.02% Add +1.6% 15,747 $1.5M
Old Port Advisors 0.36% Reduce -4.3% 15,743 $1.5M
Argent Advisors, Inc. 0.42% Add +11.6% 15,726 $1.5M
NWM Advisors, LLC 1.41% Reduce -9.4% 15,718 $1.5M
Sculati Wealth Management, LLC 0.57% Reduce -4.7% 15,687 $1.5M
Associated Banc-Corp 0.04% Reduce -50.3% 15,675 $1.5M
JT Stratford LLC 0.20% Add +9.4% 15,666 $1.5M
Laurion Capital Management LP 0.15% New 15,666 $1.5M
Geneos Wealth Management Inc. 0.04% Reduce -15.7% 15,636 $1.5M
Zullo Investment Group, Inc. 0.58% Add +0.5% 15,624 $1.5M
Procyon Advisors, LLC 0.08% Add +123.6% 15,582 $1.5M
Bluebird Wealth Management LLC 1.57% Add +3.5% 15,576 $1.5M
Tweedy, Browne Co LLC 0.12% Add +57.6% 15,515 $1.5M
Richard W. Paul & Associates, LLC 0.51% Add +1.0% 15,473 $1.5M
Steel Grove Capital Advisors, LLC 0.16% Add +313.0% 15,443 $1.5M
Royal Fund Management, LLC 0.15% Add +55.5% 15,414 $1.5M
Hantz Financial Services, Inc. 0.02% Add +0.6% 15,364 $1.5M
First Horizon Corp. 0.06% Add +954.6% 15,187 $1.5M
Auxier Asset Management LLC 0.21% Reduce -0.3% 15,150 $1.5M
RM Financial Services, LLC 1.27% Add +3.0% 15,023 $1.5M
Heartwood Wealth Advisors LLC 0.13% Add +405.4% 15,014 $1.5M
American Assets Investment Management, LLC 0.10% No change 15,000 $1.5M
NLB Skladi, upravljanje premozenja, d.o.o. 0.07% New 14,964 $1.5M
Sawyer & Company, Inc 0.57% Reduce -8.0% 14,919 $1.5M
Postrock Partners LLC 0.68% No change 14,916 $1.5M
Boyar Asset Management Inc. 0.83% Reduce -0.4% 14,912 $1.5M
Tradition Wealth Management, LLC 0.10% Add +8.2% 14,889 $1.5M
Bradley Foster & Sargent Inc. 0.02% Add +6.7% 14,877 $1.5M
Cherokee Insurance Co 0.55% Add +7.3% 14,800 $1.5M
Shrier Wealth Management, LLC 0.54% Add +33.2% 14,757 $1.5M
Horst & Graben Wealth Management LLC 0.20% Add +0.1% 13,309 $1.4M
Meiji Yasuda Asset Management Co Ltd. 0.07% Reduce -0.5% 14,634 $1.4M
Mendel Money Management 0.60% Add +6.0% 14,620 $1.4M
Alesco Advisors, LLC, An ESL Co 0.04% New 14,574 $1.4M
Kintegral Advisory, LLC 0.14% Reduce -4.2% 14,535 $1.4M
Summit Securities Group LLC 0.70% Add +190.6% 14,522 $1.4M
Heritage Trust Co 0.14% Add +7.3% 14,466 $1.4M
Vericrest Private Wealth 1.27% No change 14,397 $1.4M
Green Ridge Wealth Planning LLC 0.74% Reduce -1.9% 14,326 $1.4M
McDonald Partners LLC 0.33% Reduce -1.3% 14,326 $1.4M
Octavia Wealth Advisors, LLC 0.13% Add +6.8% 14,231 $1.4M
Argent Trust Co 0.05% Add +6.5% 14,228 $1.4M
Probity Advisors, Inc. 0.22% Add +2.0% 14,203 $1.4M
Sunbelt Securities, Inc. 0.09% Add +7.1% 14,150 $1.4M
Hilltop Holdings Inc. 0.13% Reduce -35.4% 14,148 $1.4M
Aptus Capital Advisors, LLC 0.01% Reduce -12.0% 13,977 $1.4M
Bull Harbor Capital LLC 0.37% — 13,952 $1.4M
Glass Wealth Management Co LLC 0.53% Reduce -6.2% 13,950 $1.4M
Sivia Capital Partners, LLC 0.27% Add +20.3% 13,950 $1.4M
Venturi Wealth Management, LLC 0.06% Add +2.1% 13,904 $1.4M
Cascade Investment Advisors, Inc. 0.81% Reduce -4.9% 13,891 $1.4M
Capital Financial Group Inc\co\ 0.75% Add +3.5% 13,826 $1.4M
CMT Capital Markets Trading GmbH 0.63% Add +165.3% 13,757 $1.4M
Vaughan Nelson Investment Management, L.P. 0.01% No change 13,720 $1.3M
Winning Points Advisors, LLC 1.35% Add +0.9% 13,715 $1.3M
Waller Financial Planning Group, Inc. 0.30% Add +0.8% 13,696 $1.3M
Corbyn Investment Management Inc. 0.62% Reduce -0.2% 13,572 $1.3M
Peak Retirement Planning, Inc. 0.27% Add +0.3% 13,559 $1.3M
SteelPeak Wealth, LLC 0.04% Reduce -14.5% 13,530 $1.3M
Intellectus Partners, LLC 0.27% Add +2.9% 13,529 $1.3M
Bokf, NA 0.02% Add +14.0% 13,523 $1.3M
Clean Yield Group 0.37% Add +2.5% 13,505 $1.3M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.05% Add +14.8% 13,503 $1.3M
LBP Am SA 0.02% Reduce -11.3% 13,497 $1.3M
Stoneridge Investment Partners LLC 0.96% Add +167.0% 13,482 $1.3M
Wilmington Savings Fund Society, FSB 0.03% Add +3.7% 13,340 $1.3M
Stock Yards Bank & Trust Co. 0.04% Add +1.9% 13,330 $1.3M
Flagship Harbor Advisors, LLC 0.06% Add +0.4% 13,262 $1.3M
Integrity Advisory Solutions, LLC 0.17% Reduce -1.3% 13,133 $1.3M
Chicago Partners Investment Group LLC 0.03% Add +6.4% 12,242 $1.3M
Icon Wealth Advisors, LLC 0.08% Add +20.0% 12,076 $1.3M
Radnor Capital Management, LLC 0.19% Reduce -1.8% 13,080 $1.3M
Tema ETFs LLC 0.09% Add +0.5% 13,062 $1.3M
Stiles Financial Services Inc 0.39% Add +27.2% 13,033 $1.3M
Cypress Capital Group 0.14% Add +18.9% 13,031 $1.3M
Curi Capital, LLC 0.02% Add +6.0% 12,957 $1.3M
CSS LLC 0.20% Add +50.4% 12,935 $1.3M
N.E.W. Advisory Services LLC 0.10% Add +4.6% 12,931 $1.3M
Trivium Point Advisory, LLC 0.23% Reduce -3.1% 12,920 $1.3M
GAMMA Investing LLC 0.06% Add +36.0% 12,902 $1.3M
Towne Trust Company, N.A 0.41% Reduce -12.9% 12,899 $1.3M
Douglass Winthrop Advisors, LLC 0.02% No change 12,790 $1.3M
Brian Low Financial Group, LLC 0.85% Add +54.1% 12,775 $1.3M
Fifth Third Wealth Advisors LLC 0.04% Add +13.8% 12,720 $1.3M
Norden Group LLC 0.12% Add +27.4% 12,700 $1.2M
Great Valley Advisor Group, Inc. 0.02% Reduce -2.5% 12,663 $1.2M
Whittier Trust Co. 0.01% Reduce -14.5% 12,793 $1.2M
O'Keefe Stevens Advisory, Inc. 0.31% Add +18.6% 12,618 $1.2M
Greenwood Capital Associates LLC 0.14% Add +28.1% 12,576 $1.2M
CenterStar Asset Management, LLC 1.19% New 12,571 $1.2M
Atlantic Union Bankshares Corp 0.02% Reduce -1.7% 12,507 $1.2M
Ceera Investments, LLC 0.54% Add +18.5% 12,488 $1.2M
Hexagon Capital Partners LLC 0.18% Reduce -2.6% 12,485 $1.2M
Advisory Alpha, LLC 0.03% Reduce -59.1% 12,483 $1.2M
Wealth Intelligence, LLC 0.59% Reduce -34.8% 12,463 $1.2M
Diversified Management Inc. 0.21% Add +109.4% 12,457 $1.2M
Cary Street Partners Financial LLC 0.03% Reduce -1.5% 12,453 $1.2M
Twin Tree Management, LP 0.26% New 12,444 $1.2M
Ballentine Partners, LLC 0.02% Reduce -1.2% 12,432 $1.2M
Level Financial Advisors 0.31% No change 12,382 $1.2M
Beese Fulmer Investment Management, Inc. 0.08% Add +5.4% 12,379 $1.2M
Evercore Wealth Management, LLC 0.02% Reduce -17.3% 12,360 $1.2M
Rothschild Investment LLC 0.06% Add +7.8% 12,347 $1.2M
Auto-Owners Insurance Co 0.03% No change 12,300 $1.2M
Beacon Financial Group 0.12% Reduce -46.9% 12,282 $1.2M
Portfolio Design Labs, LLC 0.21% Reduce -6.8% 12,251 $1.2M
Praxis Investment Management Inc. 0.07% Reduce -18.5% 12,242 $1.2M
LFG Wealth Partners, LLC 0.72% Add +0.1% 12,181 $1.2M
Ticino Wealth 0.42% New 11,983 $1.2M
Atlanta Consulting Group Advisors, LLC 0.26% Reduce -1.4% 12,132 $1.2M
Berkeley Capital Partners, LLC 0.28% Add +94.0% 12,121 $1.2M
CHICAGO TRUST Co NA 0.19% Add +15.2% 12,099 $1.2M
Caldwell Trust Co 0.11% Reduce -6.3% 12,043 $1.2M
Alliance Private Wealth, LLC 0.43% Add +2.3% 12,025 $1.2M
Brandes Investment Partners, LP 0.01% Reduce -8.7% 11,953 $1.2M
Gateway Investment Advisers LLC 0.01% Add +29.4% 11,952 $1.2M
FNY Investment Advisers, LLC 0.52% Add +636.5% 11,939 $1.2M
Anb Bank 0.47% Add +2.4% 11,916 $1.2M
NorthCrest Asset Manangement, LLC 0.04% Reduce -18.3% 11,922 $1.2M
Abundance Wealth Counselors 0.17% Add +17.7% 11,879 $1.2M
Potomac Fund Management Inc. 0.04% Add +4.9% 11,879 $1.2M
Callan Family Office, LLC 0.03% Reduce -1.8% 11,870 $1.2M
Deseret Mutual Benefit Administrators 0.39% Add +105.9% 11,770 $1.2M
Weaver C. Barksdale & Associates, Inc. 1.10% Add +6.1% 11,716 $1.2M
Tritonpoint Wealth, LLC 0.12% Add +4.3% 11,724 $1.2M
Cidel Asset Management Inc. 0.06% Add +22.8% 11,707 $1.2M
Carlson Financial, Inc. 0.67% Add +1.6% 11,634 $1.1M
Meeder Advisory Services, Inc. 0.05% Add +12.2% 11,617 $1.1M
Intrua Financial, LLC 0.12% Reduce -3.7% 11,446 $1.1M
Granite Islands Private Wealth, LLC 1.04% Add +29.4% 11,515 $1.1M
Harbour Investment Management LLC 0.61% Reduce -4.5% 11,437 $1.1M
626 Financial, LLC 0.50% Add +11.1% 11,310 $1.1M
Navalign, LLC 0.28% Reduce -0.1% 11,303 $1.1M
Castlekeep Investment Advisors LLC 0.60% Reduce -1.8% 11,252 $1.1M
Quilter Plc 0.02% Reduce -1.4% 11,240 $1.1M
Comprehensive Financial Consultants Institutional, Inc. 0.33% Reduce -6.8% 11,214 $1.1M
Leonteq Securities AG 0.07% Reduce -3.1% 11,187 $1.1M
Westpac Banking Corp. 0.08% Reduce -9.8% 11,049 $1.1M
Addison Capital Co 0.19% Add +8.1% 11,046 $1.1M
Mork Capital Management, LLC 0.77% No change 11,040 $1.1M
Longaeva Partners L.P. 0.05% New 11,030 $1.1M
Sky Investment Group LLC 0.19% Reduce -2.6% 11,003 $1.1M
Brooklands Fund Management Ltd 1.42% New 10,990 $1.1M
Excalibur Management Corp. 0.39% Add +3.2% 10,927 $1.1M
Trust Co. of Toledo NA 0.10% Reduce -2.9% 10,901 $1.1M
DB&C Advisors, LLC 1.39% Add +1.3% 10,865 $1.1M
Palisade Asset Management, LLC 0.11% Reduce -0.4% 10,803 $1.1M
Everstar Asset Management, LLC 0.57% Add +184.1% 10,796 $1.1M
Rockland Trust Co. 0.04% Add +1.7% 10,741 $1.1M
Spartan Wealth Advisory Services LLC 0.09% — 10,683 $1.1M
CoreCap Advisors, LLC 0.04% Add +0.2% 10,678 $1.1M
Hamrick Investment Counsel, llc 0.58% Add +19.4% 10,602 $1.0M
Integrity Alliance, Llc. 0.04% Reduce -0.8% 10,574 $1.0M
Parvin Asset Management, LLC 0.77% Reduce -6.0% 10,570 $1.0M
Nicholas Wealth, LLC. 0.72% Reduce -0.2% 10,536 $1.0M
Simplicity Wealth,LLC 0.06% Add +13.3% 10,473 $1.0M
Rice Partnership, LLC 0.14% No change 10,439 $1.0M
Lawood & Co. 0.95% Add +17.7% 10,435 $1.0M
Roberts Glore & Co. Inc. 0.28% Reduce -2.6% 10,400 $1.0M
Voya Financial Advisors, Inc. 0.10% Add +5.8% 10,760 $1.0M
Twin Lakes Capital Management, LLC 0.46% Add +0.9% 10,360 $1.0M
LJI Wealth Management, LLC 0.16% Reduce -13.4% 10,355 $1.0M
DV Trading LLC 0.09% Add +2.3% 10,335 $1.0M
Bessemer Group Inc. 0.00% Add +64.8% 10,283 $1.0M
Texas Bank & Trust Co 0.38% Add +1.0% 10,286 $1.0M
Promethium Advisors,llc 0.52% Add +405.7% 10,240 $1.0M
New England Research & Management, Inc. 0.42% Reduce -3.7% 10,215 $1.0M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.34% Reduce -11.3% 9,282 $1.0M
InvesTrust 0.42% Reduce -4.2% 10,200 $1.0M
Western Wealth Management, LLC 0.04% Reduce -0.1% 10,199 $1.0M
Bauman Advisory Group, LLC 0.70% Reduce -0.1% 10,189 $1.0M
Birch Hill Investment Advisors LLC 0.04% Reduce -11.8% 10,155 $999K
Citizens Financial Group Inc. 0.01% Add +5.1% 10,136 $997K
Carnegie Lake Advisors LLC 0.40% Reduce -4.3% 10,080 $992K
HF Advisory Group, LLC 0.34% Reduce -2.5% 10,059 $990K
Investors Research Corp 0.19% Add +0.2% 10,053 $989K
Hunter Associates Investment Management LLC 0.13% Reduce -4.0% 10,028 $989K
Charter Research & Investment Group, Inc. 0.66% Reduce -0.1% 10,043 $988K
PCB Capital LLC 1.56% Reduce -3.0% 10,042 $988K
Autumn Glory Partners, LLC 0.36% Add +100.8% 10,041 $988K
Kovack Advisors, Inc. 0.05% Reduce -40.6% 10,073 $987K
Aull & Monroe Investment Management Corp 0.46% Add +1.8% 10,030 $987K
Syntax Research, Inc. 0.63% Reduce -21.3% 10,001 $984K
Aaron Wealth Advisors LLC 0.06% Add +1.7% 9,988 $983K
Laird Norton Wetherby Trust Company, LLC 0.02% Reduce -14.9% 9,986 $982K
Miller Investment Management, LP 0.10% No change 9,947 $979K
Barnes Dennig Private Wealth Management LLC 0.97% Reduce -7.5% 9,924 $976K
Montag A & Associates Inc. 0.05% No change 9,899 $974K
Financial Consulate, Inc. 0.12% Add +0.5% 9,887 $973K
Ted Buchan & Co 0.35% Reduce -10.3% 9,848 $969K
Copia Wealth Management 0.67% No change 9,846 $969K
Asset One Wealth Management LLC 0.11% New 9,102 $968K
Twin City Private Wealth, LLC 0.73% Reduce -1.1% 9,784 $963K
Mattson Financial Services, LLC 0.23% Reduce -7.0% 9,717 $956K
Essex Financial Services, Inc. 0.05% Reduce -2.9% 9,711 $955K
Keystone Financial Group 0.07% Reduce -3.6% 9,515 $954K
Evergreen Capital Management LLC 0.02% Reduce -55.4% 9,609 $945K
Martingale Asset Management L P 0.02% Add +272.2% 9,551 $940K
Modern Wealth Management, LLC 0.02% Add +3.6% 9,592 $939K
Millennium Capital Advisors, LLC 0.58% Add +3.7% 9,545 $939K
Bridgewater Associates 0.00% Reduce -75.3% 9,492 $934K
ForthRight Wealth Management, LLC 0.26% No change 9,442 $929K
First National Advisers, LLC 0.14% Reduce -8.3% 9,416 $926K
Southeast Asset Advisors, LLC 0.10% No change 9,400 $925K
Blueshift Asset Management, LLC 0.28% Reduce -22.1% 9,398 $925K
GoalVest Advisory LLC 0.18% No change 9,332 $918K
Oarsman Capital, Inc. 0.11% Reduce -14.2% 9,330 $918K
Acadian Asset Management LLC 0.00% Reduce -37.3% 9,298 $914K
49 Wealth Management, LLC 0.07% Add +64.3% 9,270 $912K
Keudell/Morrison Wealth Management 0.19% Add +71.5% 9,237 $909K
SBI Securities Co., Ltd. 0.02% Add +30.7% 9,231 $908K
SVB Wealth LLC 0.06% Add +34.2% 9,208 $906K
Portland Investment Counsel Inc. 0.29% No change 9,100 $895K
Raiffeisen Bank International AG 0.01% Reduce -95.6% 9,414 $894K
CX Institutional 0.03% Reduce -7.5% 9,065 $892K
Detalus Advisors, LLC 0.20% Add +13.3% 9,041 $889K
Marex Group Ltd 0.01% Reduce -29.7% 9,024 $888K
Focus Financial Network, Inc. 0.03% Add +10.0% 9,007 $886K
Garner Asset Management Corp 0.35% Add +6.2% 8,979 $883K
Baltimore-Washington Financial Advisors, Inc. 0.04% New 8,964 $882K
United Community Bank 0.29% Add +16.4% 8,951 $881K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 8,918 $877K
Abel Hall, LLC 0.19% Add +18.0% 8,914 $877K
Perbak Capital Partners LLP 0.22% Add +28.2% 8,911 $877K
Redwood Investment Management, LLC 0.11% Reduce -8.9% 8,853 $871K
Studio Investment Management LLC 0.16% Add +1.1% 8,853 $871K
Elgethun Capital Management 0.14% Add +36.5% 8,851 $871K
VCI Wealth Management LLC 0.24% Reduce -29.5% 8,804 $866K
Investor's Fiduciary Advisor Network, LLC 0.26% Reduce -6.8% 8,777 $863K
Amplius Wealth Advisors, LLC 0.07% Add +0.4% 8,770 $863K
Chiron Capital Management, LLC 0.88% — 8,728 $859K
denkapparat Operations GmbH 0.35% New 8,716 $857K
LaFleur & Godfrey LLC 0.11% Add +12.9% 8,683 $854K
Mesirow Financial Investment Management, Inc. 0.01% Add +10.1% 8,683 $854K
B. Riley Wealth Advisors, Inc. 0.06% Reduce -34.8% 8,992 $854K
Plimoth Trust Co. LLC 0.19% Reduce -7.3% 8,642 $850K
Pinnacle West Asset Management, Inc. 0.58% Add +0.3% 8,635 $850K
Axxcess Wealth Management, LLC 0.03% Reduce -40.4% 8,624 $848K
Uniplan Investment Counsel, Inc. 0.09% Reduce -5.4% 8,583 $844K
Drucker Wealth 3.0, LLC 0.15% Reduce -0.6% 8,534 $840K
Kondo Wealth Advisors, Inc. 0.31% Add +0.1% 8,483 $835K
Goldstone Financial Group, LLC 0.09% Add +0.0% 8,467 $833K
Insigneo Advisory Services, LLC 0.06% Add +14.6% 8,393 $826K
VAUGHAN & Co SECURITIES, INC. 0.43% Reduce -5.3% 8,388 $825K
Emerald Advisors, LLC 0.10% Add +3.8% 8,381 $825K
Colonial Trust Co / SC 0.11% Reduce -17.7% 8,354 $822K
Harrington Investments, INC 0.43% Add +8.8% 8,304 $817K
Brown, Lisle/Cummings, Inc. 0.20% Reduce -2.3% 8,296 $816K
Shum Financial Group, Inc. 0.58% Add +3.5% 8,269 $814K
Regal Investment Advisors LLC 0.05% Add +7.5% 8,256 $812K
Fort Washington Investment Advisors Inc. 0.00% No change 8,192 $806K
Larson Financial Group LLC 0.03% Reduce -15.8% 8,159 $803K
Dakota Wealth Management 0.02% Reduce -19.6% 8,156 $802K
Applied Capital LLC 0.58% Reduce -5.0% 8,123 $799K
Nicolet Bankshares Inc. 0.03% New 8,120 $797K
Diversify Advisory Services, LLC 0.12% Reduce -42.9% 7,403 $789K
Roundview Capital LLC 0.05% Reduce -6.9% 8,018 $789K
Net Worth Advisory Group 0.16% Reduce -0.7% 8,017 $789K
Mengis Capital Management, Inc. 0.14% Reduce -2.3% 8,008 $788K
Westbourne Investments, Inc. 0.37% Add +1.6% 8,004 $787K
Legacy Capital Wealth Partners, LLC 0.16% Reduce -7.8% 7,991 $786K
Stevens Capital Management LP 0.12% Add +114.2% 7,988 $786K
Journey Strategic Wealth LLC 0.02% Add +37.9% 7,977 $785K
Fortis Advisors, LLC 0.39% Add +14.6% 7,955 $783K
Aberdeen Wealth Management LLC 0.36% Reduce -0.4% 7,929 $780K
Canandaigua National Trust Co of Florida 0.62% Reduce -34.0% 7,906 $778K
Ethic Inc. 0.01% Add +5.1% 7,896 $777K
Purkiss Capital Advisors LLC 0.34% Add +0.4% 7,892 $776K
Keynote Financial Services LLC 0.41% Reduce -0.4% 7,867 $774K
Carson Advisory Inc. 0.40% Add +3.7% 7,846 $772K
Altus Wealth Group LLC 0.32% Add +1.3% 7,839 $771K
Smartleaf Asset Management LLC 0.03% Add +6.8% 8,118 $771K
SageView Advisory Group, LLC 0.03% Reduce -29.5% 7,834 $771K
Mission Wealth Management, LP 0.02% Reduce -10.5% 7,810 $768K
Eagle Bluffs Wealth Management LLC 0.30% Add +23.0% 7,776 $765K
Balboa Wealth Partners 0.13% Add +12.9% 7,757 $763K
Anchyra Partners LLC 0.23% Add +0.3% 7,756 $763K
Forum Financial Management, LP 0.01% Add +6.8% 7,707 $758K
Bridgewealth Advisory Group, LLC 0.16% Reduce -3.7% 7,702 $758K
St. Johns Investment Management Company, LLC 0.32% Add +10.5% 7,680 $756K
Atom Investors LP 0.05% New 7,667 $754K
King Wealth Management Group 0.09% No change 7,632 $751K
Neville Rodie & Shaw Inc. 0.05% Reduce -3.9% 7,595 $747K
Wolff Financial Management LLC 0.16% Add +0.1% 7,571 $745K
Eldridge Investment Advisors, Inc. 0.16% Add +0.1% 7,571 $745K
Clark Capital Management Group, Inc. 0.00% Reduce -1.9% 7,530 $741K
Belpointe Asset Management LLC 0.03% Add +7.5% 7,521 $740K
Access Investment Management LLC 0.20% Reduce -12.0% 7,480 $736K
Tred Avon Family Wealth, LLC 0.24% Add +7.3% 7,426 $731K
TD Private Client Wealth LLC 0.02% Add +38.3% 7,423 $730K
Clear Street Group Inc. 0.00% Add +24.1% 7,408 $729K
Total Wealth Planning & Management, Inc. 0.58% Add +15.7% 7,389 $727K
Sage Mountain Advisors LLC 0.05% Reduce -9.2% 7,380 $726K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.55% Reduce -5.6% 7,353 $723K
Corundum Group, Inc. 0.24% New 7,347 $723K
DRW Securities, LLC 0.04% New 7,314 $718K
Noble Family Wealth, LLC 0.15% Reduce -1.8% 7,230 $711K
Phoenix Financial Ltd. 0.01% Add +21.8% 7,201 $708K
Corsicana & Co. 0.45% Add +154.8% 6,421 $706K
Smithfield Trust Co 0.03% Add +266.1% 7,154 $705K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Reduce -4.0% 7,145 $703K
Colonial Trust Advisors 0.05% Reduce -7.3% 7,140 $702K
Syon Capital LLC 0.04% Add +10.8% 7,140 $702K
Caldwell Sutter Capital, Inc. 0.29% Add +5.1% 7,127 $701K
Thompson David Blair 0.40% New 7,113 $700K
Acorn Wealth Advisors, LLC 0.20% Reduce -0.7% 7,087 $697K
Greenleaf Trust 0.01% Add +3.7% 7,071 $696K
TCV Trust & Wealth Management, Inc. 0.06% No change 7,060 $695K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Add +12.6% 7,055 $694K
Continuum Advisory, LLC 0.07% Add +0.3% 7,049 $693K
Forge Financial Services LLC 0.07% No change 7,038 $692K
Larry Mathis Financial Planning, LLC 0.62% Reduce -3.1% 7,034 $692K
Onyx Bridge Wealth Group LLC 0.07% Reduce -12.1% 7,022 $691K
LSV Asset Management 0.00% No change 7,000 $689K
Aviance Capital Partners, LLC 0.08% Add +6.5% 6,988 $687K
Cigna Investments Inc. 0.11% Reduce -1.3% 6,984 $687K
Davis Investment Partners, LLC 0.24% Reduce -3.8% 6,980 $687K
Performance Wealth Partners, LLC 0.02% Add +5.0% 6,966 $685K
Advisors Management Group Inc. 0.12% Reduce -21.6% 6,970 $685K
Profund Advisors LLC 0.03% Add +4.1% 6,947 $683K
Mitchell Sinkler & Starr 0.31% Reduce -1.1% 6,921 $681K
Maverick Capital 0.01% Add +2.2% 6,900 $679K
Cora Capital Advisors LLC 0.22% Add +0.3% 6,896 $678K
Wealthspire Advisors, LLC 0.01% Reduce -8.7% 6,890 $678K
Forza Wealth Management, LLC 0.24% Add +4.7% 6,880 $677K
Baxter Bros Inc. 0.08% Reduce -3.4% 6,858 $675K
Advance Capital Management, Inc. 0.03% Add +1.0% 6,857 $675K
Boothbay Fund Management, LLC 0.02% Add +79.6% 6,847 $674K
Lanark Financial, Inc. 0.05% Add +10.2% 6,827 $672K
Ameritas Investment Partners, Inc. 0.02% Add +0.0% 6,826 $672K
IKE Capital, LLC 0.38% New 6,795 $668K
Two Sigma Securities, LLC 0.08% Reduce -31.6% 6,792 $668K
Bluespring Wealth Management, LLC 0.06% Add +0.3% 6,787 $668K
Confluence Wealth Services, Inc. 0.03% Add +5.2% 6,787 $668K
Fiscal Wisdom Wealth Management, LLC 0.64% No change 6,765 $666K
Uncommon Cents Investing LLC 0.15% Add +56.5% 6,743 $663K
Galvin, Gaustad & Stein, LLC 0.05% No change 6,739 $663K
Jaffetilchin Investment Partners, LLC 0.04% Reduce -66.0% 6,715 $661K
Revisor Wealth Management LLC 0.18% Reduce -10.2% 6,701 $659K
Koss-Olinger Consulting, LLC 0.06% Reduce -7.7% 6,695 $659K
Wealth Management Partners, LLC 0.19% Add +0.8% 6,696 $657K
Gibbs Wealth Management 0.09% Add +79.0% 6,667 $656K
AIMZ Investment Advisors, LLC 0.20% No change 6,650 $654K
Roehl & Yi Investment Advisors, LLC 0.25% Reduce -34.2% 6,643 $654K
Balefire, LLC 0.12% Add +0.2% 6,634 $653K
Alkeme Wealth, LLC 0.27% No change 6,625 $652K
GC Wealth Management RIA, LLC 0.03% Reduce -11.1% 6,616 $651K
Denali Advisors LLC 0.07% Reduce -5.7% 6,600 $649K
SummitTX Capital, L.P. 0.02% Reduce -92.9% 6,573 $647K
Carnegie Investment Counsel 0.01% Reduce -24.2% 6,520 $641K
Johnson Financial Group, Inc. 0.02% Reduce -7.0% 6,517 $641K
Summit Financial Wealth Advisors, LLC 0.09% Add +167.4% 6,514 $641K
Curbstone Financial Management Corp 0.12% No change 6,512 $641K
Jessup Wealth Management, Inc 0.23% Add +20.0% 6,479 $637K
Global Trust Wealth Management LLC 0.48% Add +83.5% 6,475 $637K
Grey Ledge Advisors, LLC 0.14% Add +0.1% 6,465 $636K
Integrated Advisors Network LLC 0.03% Reduce -56.0% 6,434 $633K
Absher Wealth Management, LLC 0.07% Add +4.4% 6,401 $630K
Nations Financial Group Inc, /Ia/ 0.03% Add +11.5% 6,382 $628K
Leo Wealth, LLC 0.05% Reduce -1.1% 6,356 $625K
Acropolis Investment Management, LLC 0.03% Add +1.6% 6,355 $625K
SOA Wealth Advisors, LLC. 0.12% No change 6,323 $622K
Wellington Shields & Co., LLC 0.16% Reduce -3.1% 6,313 $621K
Groupama Asset Managment 0.01% Add +33.0% 6,308 $621K
Quadcap Wealth Management, LLC 0.07% Add +24.2% 6,304 $620K
Johnson Investment Counsel Inc. 0.01% Reduce -26.5% 6,291 $619K
Patriot Financial Group Insurance Agency, LLC 0.03% Add +101.5% 6,268 $617K
Sharp Wealth Advisory, LLC 0.30% Add +8.3% 6,256 $615K
Legacy Capital Group California, Inc. 0.23% Reduce -9.9% 6,247 $615K
Farmers National Bank 0.14% Reduce -11.2% 6,243 $614K
Parcion Private Wealth LLC 0.04% Reduce -5.3% 6,238 $614K
AssuredPartners Investment Advisors, LLC 0.07% Reduce -20.5% 6,310 $613K
Taylor Hoffman Capital Management LLC 0.19% Reduce -15.2% 6,213 $611K
Crescent Grove Advisors, LLC 0.06% Reduce -7.3% 6,208 $611K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -26.0% 6,202 $610K
Ipsen Advisor Group LLC 0.43% Add +9.3% 6,198 $610K
Strategic Blueprint, LLC 0.04% Reduce -4.7% 6,196 $610K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -2.6% 6,319 $609K
Frec Markets, Inc. 0.10% Add +83.1% 6,185 $608K
Fiduciary Group, LLC 0.05% Reduce -1.8% 6,163 $606K
Arista Wealth Management, LLC 0.07% Reduce -24.5% 6,087 $599K
Herold Advisors, Inc. 0.13% Add +5.2% 6,087 $599K
Financial Solutions Advisory Group, Inc. 0.08% — 6,078 $598K
W.G. Shaheen & Associates DBA Whitney & Co 0.05% Reduce -3.0% 6,052 $595K
Accurate Wealth Management, LLC 0.07% Reduce -3.3% 5,830 $593K
Tradewinds Capital Management, LLC 0.12% No change 6,000 $590K
Catalyst Financial Partners LLC 0.07% Add +112.7% 5,991 $589K
Prosperity Consulting Group, LLC 0.03% Reduce -12.0% 5,974 $588K
Bison Wealth, LLC 0.06% Add +10.3% 5,928 $584K
Forteris Wealth Management Inc. 0.55% Add +0.5% 5,893 $580K
Evoke Wealth, LLC 0.01% Reduce -0.4% 5,892 $580K
Strait & Sound Wealth Management LLC 0.22% Reduce -2.2% 5,867 $577K
Alan B Lancz & Associates, Inc. 0.56% Reduce -8.2% 5,850 $576K
White Pine Capital LLC 0.16% Add +130.8% 5,850 $576K
North Star Asset Management Inc. 0.02% Reduce -0.2% 5,841 $575K
KPP Advisory Services LLC 0.08% Reduce -45.2% 5,838 $574K
Headinvest, LLC 0.12% Reduce -2.3% 5,786 $569K
Alpha Omega Wealth Management LLC 0.09% Reduce -0.8% 5,739 $565K
Calamos Wealth Management LLC 0.02% Add +18.7% 5,725 $563K
Legacy Financial Advisors, Inc. 0.08% Reduce -1.3% 5,723 $563K
Coyle Financial Counsel LLC 0.12% Reduce -6.4% 5,723 $563K
King Luther Capital Management Corp. 0.00% Reduce -15.8% 5,718 $563K
Equitable Trust Co. 0.03% Add +43.6% 5,709 $562K
RK Capital Management, LLC 1.29% New 5,700 $561K
Richwood Investment Advisors, LLC 0.43% Add +1.4% 5,688 $560K
Jefferson Bridge Capital, LLC 0.56% No change 5,685 $559K
AMG National Trust Bank 0.01% Add +23.0% 5,654 $556K
Darwin Wealth Management, LLC 0.17% Add +4.5% 5,653 $556K
Capital International Sarl 0.01% Add +54.2% 5,645 $555K
Kercheville Advisors, LLC 0.18% Add +3.3% 5,620 $553K
Transcend Capital Advisors, LLC 0.04% Reduce -3.1% 5,619 $553K
Blue Trust, Inc. 0.01% Add +6.3% 5,619 $553K
Harbour Trust & Investment Management Co 0.06% Reduce -3.5% 5,578 $549K
MCF Advisors LLC 0.02% Reduce -5.3% 5,563 $547K
Taylor Financial Group, Inc. 0.33% Add +35.6% 5,563 $547K
State of Wyoming 0.06% Add +29.2% 5,563 $547K
Rothschild Wealth LLC 0.05% Add +33.4% 7,509 $547K
Odyssean, LLC 0.20% New 5,554 $546K
Clearwave Capital, LLC 0.37% Reduce -0.1% 5,543 $545K
Advisortrust Partners, LLC 0.23% Add +9.3% 5,528 $544K
Walser Wealth Management Company, A Ltd Liability Co 0.24% Add +75.2% 5,525 $544K
Silver Oak Securities, Incorporated 0.04% Add +2.3% 5,500 $541K
Bigelow Investment Advisors, LLC 0.22% Reduce -5.7% 5,485 $540K
Lazard Asset Management LLC 0.00% Reduce -15.6% 5,470 $538K
Mainsail Financial Group, LLC 0.22% New 5,468 $538K
Kanawha Capital Management LLC 0.04% Reduce -1.8% 5,464 $538K
Elevated Capital Advisors, LLC 0.14% Add +16.1% 5,453 $536K
Waddell & Associates, LLC 0.03% Reduce -9.2% 5,442 $535K
Stonebridge Financial Group, LLC 0.04% Add +20.0% 5,437 $535K
Joel Isaacson & Co., LLC 0.02% Reduce -3.7% 5,437 $535K
Sig Brokerage, LP 0.15% New 5,432 $534K
Krane Funds Advisors LLC 0.02% Add +11.9% 5,489 $533K
Charter Capital Management, LLC\DE 0.27% Add +3.7% 5,411 $532K
Diversified Enterprises, LLC 0.03% Add +12.9% 5,395 $531K
Bowen Hanes & Co. Inc. 0.01% Reduce -18.8% 5,395 $531K
Wealth Alliance Advisory Group, LLC 0.08% Add +8.1% 5,393 $531K
Principle Wealth Partners LLC 0.03% Reduce -1.8% 5,391 $530K
Minot DeBlois Advisors LLC 0.48% Add +5.1% 5,378 $529K
MBL Wealth, LLC 0.04% Reduce -50.0% 5,371 $528K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.18% No change 5,365 $528K
U S Global Investors Inc. 0.06% Add +58.8% 5,357 $527K
Archer Investment Corp 0.11% Add +0.6% 5,355 $527K
Discipline Wealth Solutions, LLC 0.06% No change 5,355 $527K
Legacy Advisors, LLC 0.06% Add +2.0% 5,343 $526K
Womack Financial LLC 0.39% Add +1.1% 5,343 $526K
Collaborative Wealth Managment Inc. 0.24% Reduce -25.7% 5,340 $525K
Rare Wolf Capital LLC 0.34% Add +26.0% 5,333 $525K
Berkshire Asset Management LLC 0.02% Reduce -30.5% 5,317 $523K
Parsons Capital Management Inc. 0.02% Add +17.8% 5,289 $520K
J Hagan Capital, Inc. 0.28% Add +0.1% 5,270 $518K
Sittner & Nelson, LLC 0.19% Add +27.2% 5,265 $518K
ABN AMRO Bank N.V. 0.01% Add +3.9% 5,360 $517K
Bannerstone Capital Management, LLC 0.48% No change 5,232 $515K
Hoxton Planning & Management, LLC 0.15% Add +14.1% 5,226 $514K
Powers Advisory Group, LLC 0.18% Add +5.0% 5,172 $509K
Institute for Wealth Management, LLC. 0.05% Reduce -1.7% 5,162 $508K
Turtle Creek Wealth Advisors, LLC 0.04% Add +16.5% 5,152 $507K
Northcape Wealth Management, LLC 0.14% Reduce -0.0% 5,105 $502K
Ar Asset Management Inc. 0.10% No change 5,100 $502K
Chicago Capital, LLC 0.01% Add +0.0% 5,085 $500K
Orographic Financial Advisors, LLC 0.35% — 5,079 $499K
Griffin Asset Management, Inc. 0.06% Reduce -44.5% 5,064 $498K
Fieldview Capital Management, LLC 0.15% Add +71.8% 5,062 $498K
Tower Research Capital LLC (TRC) 0.01% Reduce -87.5% 5,015 $493K
Houlihan Financial Resource Group, Ltd. 0.19% Reduce -4.8% 5,013 $493K
AlTi Global, Inc. 0.01% Add +0.1% 5,010 $493K
Supplemental Annuity Collective Trust of NJ 0.14% Reduce -37.5% 5,004 $492K
Davis R M Inc. 0.01% Reduce -3.9% 5,000 $492K
Brio Consultants, LLC 0.06% Reduce -2.6% 5,010 $491K
Oslo Pensjonsforsikring AS 0.08% — 4,993 $491K
CacheTech Inc. 0.09% Add +34.9% 4,974 $489K
James J. Burns & Company, LLC 0.07% New 4,970 $489K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 4,935 $485K
Monetary Management Group Inc. 0.12% No change 4,925 $485K
TSG Advice Partners, LLC 0.07% Add +2.2% 4,921 $484K
Mayflower Financial Advisors, LLC 0.06% Add +10.7% 4,917 $484K
Advisor OS, LLC 0.04% Add +1.0% 4,914 $483K
Fulton Bank, N.A. 0.02% Reduce -28.4% 4,912 $483K
HM Payson & Co. 0.01% Reduce -8.2% 4,893 $481K
LMG Wealth Partners, LLC 0.09% Add +1.2% 4,858 $478K
Crestwood Advisors Group, LLC 0.01% Add +14.0% 4,857 $478K
Platform Technology Partners 0.09% Add +4.9% 4,853 $477K
Sterneck Capital Management, LLC 0.21% Reduce -5.7% 4,811 $473K
Fideuram Asset Management (Ireland) dac 0.06% Reduce -62.4% 4,013 $473K
Opinicus Capital, Inc. 0.33% Reduce -10.1% 4,809 $473K
Fortress Financial Group, LLC 0.35% Reduce -0.5% 4,806 $473K
Climber Capital SA 0.31% New 4,800 $472K
Roble, Belko & Company, Inc 0.06% Add +7.0% 4,792 $471K
R.H. Dinel Investment Counsel, Inc. 0.38% No change 4,775 $470K
Johnson & White Wealth Management, LLC 0.20% Reduce -4.9% 4,773 $470K
Money Concepts Capital Corp. 0.03% Add +75.8% 4,766 $469K
Indivisible Partners 0.04% Reduce -34.1% 4,755 $468K
Claro Advisors Inc. 0.06% Reduce -2.4% 4,743 $467K
Essential Partners LLC 0.16% Reduce -30.1% 4,709 $463K
Sylvest Advisors, LLC 0.25% Add +9.7% 4,706 $463K
Beacon Financial Advisory LLC 0.10% Add +0.1% 4,697 $462K
Quantessence Capital LLC 2.25% New 4,692 $462K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +2.5% 4,685 $461K
LS Investment Advisors, LLC 0.07% Add +42.8% 4,675 $460K
HUB Investment Partners, LLC 0.01% Add +36.9% 4,668 $459K
Cetera Trust Company, N.A 0.26% Reduce -1.4% 4,668 $459K
PFC Capital Group, Inc. 0.20% Reduce -27.3% 4,661 $458K
Nvest Financial, LLC 0.17% Add +0.3% 4,653 $458K
Kenora Financial, LLC 0.16% Reduce -0.8% 4,642 $457K
Solitude Financial Services 0.13% Reduce -2.2% 4,400 $456K
Kera Capital Partners, Inc. 0.06% Reduce -3.2% 4,621 $455K
Archford Capital Strategies, LLC 0.05% Add +4.1% 4,615 $454K
Burns Matteson Capital Management, LLC 0.18% Add +1.6% 4,613 $454K
Silverlake Wealth Management LLC 0.10% Add +3.3% 4,594 $452K
New Wave Wealth Advisors LLC 0.16% Add +13.4% 4,590 $452K
Cohen Capital Management, Inc. 0.07% No change 4,585 $451K
Capital Advisors Inc. 0.01% Add +30.3% 4,568 $449K
Aegis Wealth Management, Inc. 0.35% Add +0.0% 4,549 $448K
Seelaus Asset Management LLC 0.32% Add +4.6% 4,541 $447K
SkyOak Wealth, LLC 0.08% Add +0.7% 4,536 $446K
Kentucky Trust Co 0.23% Add +9.0% 4,528 $445K
Kathmere Capital Management, LLC 0.03% Add +33.5% 4,500 $443K
Winthrop Advisory Group LLC 0.04% Add +1.3% 4,484 $441K
Parkside Financial Bank & Trust 0.03% Add +20.3% 4,483 $441K
WestHill Financial Advisors, Inc. 0.08% Add +0.0% 4,468 $440K
Bangor Savings Bank 0.04% Reduce -14.4% 4,454 $438K
Panagora Asset Management Inc. 0.00% No change 4,450 $438K
LifeGuide Financial Advisors, LLC 0.14% Reduce -6.4% 4,421 $435K
Community Bank & Trust, Waco, Texas 0.09% Reduce -5.5% 4,412 $434K
Greenwich Wealth Management LLC 0.02% Reduce -11.4% 4,398 $433K
Diligent Investors, LLC 0.11% Reduce -4.6% 4,386 $432K
Lighthouse Financial Services Inc. 0.10% Reduce -9.5% 4,179 $431K
Caisse Des Depots Et Consignations 0.01% New 4,385 $431K
Coordinated Financial Services, Inc. 0.25% Reduce -5.7% 4,382 $431K
CENTRAL TRUST Co 0.01% Reduce -7.6% 4,378 $431K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -0.8% 4,428 $430K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -49.3% 4,370 $430K
Raab & Moskowitz Asset Management LLC 0.10% Reduce -9.5% 4,364 $429K
Howland Capital Management LLC 0.02% Reduce -2.9% 4,359 $429K
Virtue Capital Management, LLC 0.07% Add +5.4% 4,516 $429K
Tannin Capital LLC 0.31% Add +87.3% 4,341 $427K
Patrick M Sweeney & Associates, Inc. 0.27% Add +0.0% 4,337 $427K
Marks Group Wealth Management, Inc 0.04% No change 4,319 $425K
One Wealth Advisors, LLC 0.05% Add +49.3% 4,315 $425K
Avestar Capital, LLC 0.03% Add +103.1% 4,305 $424K
SeaCrest Wealth Management, LLC 0.04% Reduce -16.0% 4,274 $421K
CFS Investment Advisory Services, LLC 0.03% Reduce -2.6% 3,950 $420K
Earned Wealth Advisors, LLC 0.03% Reduce -15.0% 4,266 $420K
Oakland Financial Corp. 6.60% No change 4,250 $418K
Azimuth Capital Investment Management LLC 0.02% Reduce -3.4% 4,250 $418K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -21.4% 4,242 $417K
Diversified Trust Co. 0.01% Add +21.0% 4,238 $417K
JFS Wealth Advisors, LLC 0.02% Add +0.1% 4,228 $416K
Dickmeyer Boyce Financial Management, Inc. 0.24% — 4,227 $416K
Caerus Investment Advisors, LLC 0.18% Reduce -45.4% 4,226 $416K
MBM Wealth Consultants, LLC 0.10% Add +7.7% 4,211 $414K
CCG Wealth Management, LLC 0.11% New 4,201 $413K
Penserra Capital Management LLC 0.00% Add +3.2% 4,210 $413K
Asahi Life Asset Management Co., LTD. 0.27% Reduce -16.7% 4,193 $413K
Acorns Advisers, LLC 0.00% Add +8.4% 4,190 $412K
Lifeworks Advisors, LLC 0.05% Add +4.8% 4,160 $409K
CWA Asset Management Group, LLC 0.01% Add +8.5% 4,158 $409K
Annex Advisory Services, LLC 0.01% Add +9.1% 4,157 $409K
Brown Financial Advisors 0.15% Reduce -16.3% 4,154 $409K
Lewis Asset Management, LLC 0.17% Add +9.9% 4,144 $408K
RDA Financial Network 0.10% Add +2.4% 4,124 $406K
Cadent Capital Advisors, LLC 0.11% Add +0.9% 4,095 $403K
Kennedy Investment Group, Inc. 0.16% Reduce -4.4% 4,066 $400K
GeoWealth Management, LLC 0.01% Add +12.8% 4,064 $400K
Clarity Financial LLC 0.04% New 4,053 $399K
Bollard Group LLC 0.01% Add +1.4% 4,051 $398K
VeraBank, N.A. 0.07% No change 4,044 $398K
Kiley Juergens Wealth Management, LLC 0.07% New 4,043 $398K
New Republic Capital, LLC 0.13% New 4,041 $398K
Pitcairn Wealth Advisors LLC 0.04% Reduce -67.0% 4,008 $398K
Gallagher Fiduciary Advisors, LLC 0.02% Reduce -23.3% 4,033 $397K
L2 Asset Management, LLC 0.04% Add +7.2% 4,032 $397K
Ascentis Independent Advisors 0.03% Add +72.6% 4,030 $397K
Sard Wealth Management Group, LLC 0.22% Add +10.0% 4,027 $396K
BlueSky Wealth Advisors, LLC 0.05% Reduce -4.5% 4,022 $396K
Secured Retirement Advisors, LLC 0.22% Add +12.7% 4,019 $395K
Rwa Wealth Partners, LLC 0.00% Add +2.3% 4,014 $395K
Howard Financial Services, LTD. 0.04% Add +3.7% 4,001 $394K
Personal Cfo Solutions, LLC 0.06% Add +5.3% 3,989 $392K
Allred Capital Management, LLC 0.14% Reduce -0.3% 3,987 $392K
Inlet Private Wealth, LLC 0.10% No change 3,980 $392K
First Nebraska Trust Co 0.04% Add +5.6% 3,971 $391K
Peoples Financial Services Corp. 0.18% Reduce -1.8% 3,957 $389K
Ingalls & Snyder LLC 0.01% Add +2.4% 3,959 $389K
Formidable Asset Management, LLC 0.06% Reduce -2.4% 3,912 $388K
Juncture Wealth Strategies, LLC 0.13% Add +36.8% 3,926 $386K
Everpar Advisors LLC 0.13% Reduce -0.7% 3,922 $386K
Destiny Wealth Partners, LLC 0.04% No change 3,905 $384K
Private Wealth Asset Management, LLC 0.04% Reduce -1.6% 3,902 $384K
LaSalle St. Investment Advisors, LLC 0.05% Add +85.4% 3,895 $383K
Finivi Inc. 0.21% New 3,893 $383K
Encompass More Asset Management 0.06% Add +0.3% 3,863 $380K
Copley Financial Group, Inc. 0.23% Reduce -7.8% 3,857 $379K
WASHINGTON TRUST Co 0.01% Add +19.7% 3,855 $379K
Legacy Financial Independent Advisors LLC 0.20% — 3,853 $379K
Lake Hills Wealth Management, LLC 0.21% Reduce -25.6% 3,849 $379K
J. Derek Lewis & Associates Inc. 0.09% Reduce -22.8% 3,848 $379K
Murphy & Mullick Capital Management Corp 0.28% Reduce -0.3% 3,839 $378K
Shakespeare Wealth Management, LLC 0.09% Reduce -7.5% 3,825 $376K
Intrust Bank NA 0.03% Add +56.2% 3,822 $376K
Sterling Investment Counsel, LLC 0.11% Add +14.5% 3,821 $376K
MeadowBrook Investment Advisors LLC 0.34% Add +0.8% 3,814 $375K
Lodestone Wealth Management LLC 0.15% Reduce -0.1% 3,805 $374K
Durante & Waters, LLC 0.27% Add +0.1% 3,764 $370K
Frisch Financial Group, Inc. 0.08% Add +66.7% 3,760 $370K
Calton & Associates, Inc. 0.05% Reduce -31.0% 3,754 $369K
Summit Asset Management, LLC 0.05% No change 3,743 $368K
Private Trust Co. NA 0.03% Reduce -9.7% 3,742 $368K
Centerline Wealth Advisors, LLC 0.13% Add +0.0% 3,736 $368K
RIA Advisory Group LLC 0.09% Add +1.3% 3,723 $366K
Azzad Asset Management Inc. 0.04% New 3,720 $366K
Banco Santander, S.A. 0.00% Reduce -26.3% 3,703 $364K
Thayer Partners, LLC / MA 0.17% Add +3.8% 3,702 $364K
Xxi Wealth, LLC 0.21% Add +33.8% 3,696 $364K
Cornerstone Wealth Group, LLC 0.02% Add +25.1% 3,420 $364K
CRA Financial Services, LLC 0.05% Reduce -1.3% 3,695 $363K
Spurstone Advisory Services, LLC 6.22% Reduce -1.3% 3,692 $363K
Aprio Wealth Management, LLC 0.02% Add +9.4% 3,692 $363K
Vista Investment Partners LLC 0.10% No change 3,676 $362K
Xcelsior Advisor Partners LLC 0.14% Add +19.3% 3,666 $361K
Wolverine Asset Management LLC 0.02% Add +569.0% 3,666 $361K
Diamant Asset Management, Inc. 0.26% Add +11667.0% 360,071 $360K
Barr E S & Co. 0.02% Reduce -1.7% 3,655 $360K
World Equity Group, Inc. 0.09% Add +44.5% 3,654 $359K
Allen Mooney & Barnes Investment Advisors LLC 0.05% Add +71.4% 3,647 $359K
Smith Salley Wealth Management 0.02% New 3,644 $358K
Castleview Partners, LLC 0.18% Add +16.9% 3,641 $358K
CI Investments Inc. 0.00% Reduce -15.9% 3,640 $358K
1ST Source Bank 0.02% Reduce -12.4% 3,639 $358K
Resonant Capital Advisors, LLC 0.02% Reduce -7.5% 3,634 $358K
Versant Capital Management, Inc 0.04% Add +7.5% 3,626 $357K
Hilton Head Capital Partners, LLC 0.20% Add +9.2% 3,612 $355K
ZEGA Investments, LLC 0.07% Add +1.7% 3,603 $354K
Financial Advisors Network, Inc. 0.05% Add +26.1% 3,598 $354K
Madrid Wealth Management, LLC 0.27% No change 3,591 $353K
Valmark Advisers, Inc. 0.00% Reduce -7.7% 3,575 $352K
Finward Bancorp 0.28% No change 3,570 $351K
Ares Financial Consulting, LLC 0.28% Add +5.9% 3,583 $351K
Tyche Wealth Partners LLC 0.05% Reduce -4.4% 3,566 $351K
StoneX Group Inc. 0.02% Reduce -71.3% 3,569 $351K
Avior Wealth Management, LLC 0.01% Add +48.5% 3,565 $351K
Tevis Investment Management 0.20% New 3,546 $349K
SYM FINANCIAL Corp 0.03% Reduce -1.8% 3,541 $348K
Lansing Street Advisors 0.09% Add +1.4% 3,539 $348K
Cornerstone Planning Group LLC 0.05% Add +674.0% 3,545 $348K
LVW Advisors, LLC 0.03% Add +11.3% 3,532 $347K
Family Legacy, Inc. 0.10% No change 3,504 $345K
Wealth Advisory Solutions, LLC 0.08% Reduce -6.4% 3,501 $344K
rebel Financial LLC 0.15% Add +4.4% 3,487 $343K
Aurora Private Wealth, Inc. 0.24% No change 3,459 $343K
Founders Financial Alliance, LLC 0.06% Add +16.5% 3,483 $343K
Northstar Financial Companies, Inc. 0.27% Reduce -0.9% 3,482 $343K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +0.7% 3,364 $342K
Strategic Investment Solutions, Inc. 0.08% Add +0.1% 3,475 $342K
City State Bank 0.09% Reduce -1.6% 3,474 $342K
Checchi Capital Advisers, LLC 0.02% Add +36.5% 3,467 $341K
Buttonwood Financial Advisors Inc. 0.11% Reduce -4.3% 3,463 $341K
Convergence Financial, LLC 0.04% New 3,456 $340K
Wynn Capital, LLC 0.17% Add +8.0% 3,452 $340K
Mechanics Bank Trust Department 0.05% Reduce -8.1% 3,450 $339K
NCM Capital Management, LLC 0.12% Add +0.2% 3,449 $339K
Realta Investment Advisors 0.12% Reduce -10.1% 3,440 $338K
Midland Wealth Advisors, LLC 0.02% Reduce -12.3% 3,430 $337K
LexAurum Advisors, LLC 0.04% — 3,418 $336K
Rooted Wealth Advisors, Inc. 0.09% Add +8.0% 3,134 $336K
FSB Premier Wealth Management, Inc. 0.10% Add +34.1% 3,405 $335K
Westview Management dba Westview Investment Advisors 0.17% Add +30.8% 3,400 $334K
Allegiance Financial Group Advisory Services LLC 0.07% Add +3.0% 3,397 $334K
Symphony Financial, Ltd. Co. 0.04% Add +1.0% 3,391 $333K
Tandem Wealth Advisors LLC 0.15% New 3,388 $333K
Colonial River Investments, LLC 0.12% Reduce -47.6% 3,377 $332K
Cambria Investment Management, L.P. 0.02% New 3,352 $330K
Crestmont Private Wealth LLC 0.10% New 3,348 $329K
Rexford Capital Inc. 0.23% Add +6.2% 3,339 $328K
Northstar Group, Inc. 0.05% Reduce -10.7% 3,330 $328K
Conning Inc. 0.01% Reduce -11.4% 3,311 $326K
Farmers Trust Co. 0.05% Add +6.7% 3,289 $324K
WINTON GROUP Ltd 0.01% Add +42.1% 3,275 $322K
Harbour Capital Advisors, LLC 0.06% Add +7.4% 3,039 $320K
Tennessee Valley Asset Management Partners 0.04% New 3,253 $320K
Moody National Bank Trust Division 0.03% Add +19.0% 3,250 $320K
Smith Chas P & Associates Pa Cpas 0.02% Add +1.0% 3,248 $320K
Dorsey & Whitney Trust CO LLC 0.02% Add +0.8% 3,243 $319K
Wimmer Associates 1, LLC 0.16% No change 3,237 $318K
Atticus Wealth Management, LLC 0.09% Reduce -12.5% 3,236 $318K
GTS Securities LLC 0.01% Reduce -37.2% 3,232 $318K
Financial Engines Advisors L.L.C. 0.00% Add +1.3% 3,214 $316K
Pettyjohn, Wood & White, Inc. 0.05% Reduce -11.9% 3,213 $316K
Readystate Asset Management LP 0.03% New 3,212 $316K
WealthTrak Capital Management LLC 0.23% No change 3,204 $315K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.16% Add +6.7% 3,200 $315K
Federated Hermes, Inc. 0.00% Reduce -2.0% 3,197 $315K
Silverleafe Capital Partners, LLC 0.09% New 3,196 $314K
Pacific Sage Partners, LLC 0.05% Reduce -14.3% 3,191 $314K
Old Mission Investment Co LLC 0.07% Add +2.8% 3,174 $312K
Eagle Harbor Asset Management Inc. 0.27% No change 3,172 $312K
Pflug Koory, LLC 0.14% No change 3,172 $312K
Meridian Wealth Advisors, LLC 0.04% New 3,165 $311K
Vance Wealth, LLC 0.09% Add +9.0% 3,162 $311K
Premier Path Wealth Partners, LLC 0.04% Add +47.6% 3,157 $311K
Capital Markets Trading UK LLP 0.28% New 3,147 $310K
Tempo Wealth, LLC 0.05% Reduce -2.7% 3,149 $310K
Moneco Advisors, LLC 0.02% Add +9.5% 3,134 $308K
Jeppson Wealth Management, LLC 0.10% Reduce -0.5% 3,127 $308K
Seamount Financial Group Inc. 0.14% No change 3,125 $307K
Thrive Wealth Management, LLC 0.05% Reduce -17.3% 3,112 $306K
MSH Capital Advisors LLC 0.06% New 3,112 $306K
Golden State Wealth Management, LLC 0.03% Add +18.9% 3,107 $306K
Oxinas Partners, LLC 0.14% New 3,103 $305K
Wilson & Boucher Capital Management, LLC 0.20% No change 3,100 $305K
DGS Capital Management, LLC 0.05% Add +23.3% 3,099 $305K
Clearbridge Investments, LLC 0.00% Add +3.5% 3,097 $305K
Poinciana Advisors Group, LLC 0.24% No change 3,087 $304K
Morey & Quinn Wealth Partners, LLC 0.22% Add +0.3% 3,075 $303K
Investment Planning Advisors, Inc. 0.08% Add +13.9% 3,071 $302K
American Alpha Advisors, LLC 0.18% New 3,062 $301K
Southland Equity Partners LLC 0.06% Reduce -5.1% 3,049 $300K
Trilogy Capital Inc. 0.01% Add +33.5% 3,048 $300K
Successful Portfolios LLC 0.16% Reduce -9.6% 3,065 $296K
Wealth Alliance, LLC 0.03% Add +3.5% 3,013 $296K
MJT & Associates Financial Advisory Group, Inc. 0.22% Add +0.6% 3,009 $296K
Point Windward Advisors Inc. 0.15% Add +25.0% 3,000 $295K
Northwest Wealth Management, LLC 0.04% Add +1.4% 2,996 $295K
Heartland Bank & Trust Co 0.07% New 2,994 $295K
MKT Advisors LLC 0.10% Reduce -0.5% 3,013 $294K
Verus Capital Partners, LLC 0.02% Reduce -6.2% 2,988 $294K
Choice Wealth Advisors LLC 0.12% Add +1.1% 2,983 $294K
City National Bank of Florida 0.17% New 2,983 $293K
Transamerica Financial Advisors, LLC 0.02% Add +89.7% 2,975 $293K
Bingham Private Wealth, LLC 0.23% New 2,967 $292K
Aegis Wealth Management LLC 0.17% Add +4.5% 2,963 $292K
Weaver Consulting Group 0.07% Add +3.4% 2,960 $291K
City Holding Co. 0.04% Reduce -5.1% 2,955 $291K
FIL Ltd 0.00% Reduce -98.3% 2,953 $291K
apricus wealth, LLC 0.14% Add +6.1% 2,947 $290K
Adams Wealth Management 0.06% Reduce -20.2% 2,940 $289K
CMH Wealth Management LLC 0.05% New 2,935 $289K
Concorde Asset Management, LLC 0.14% Add +1.3% 2,931 $288K
Cardinal Point Capital Management ULC 0.02% No change 2,925 $288K
Breakwater Capital Group 0.04% Reduce -5.0% 2,921 $287K
EPG Wealth Management LLC 0.08% Add +1.8% 2,919 $287K
Eagle Rock Investment Company, LLC 0.04% No change 2,908 $286K
Hardy Reed LLC 0.02% Reduce -0.7% 2,904 $286K
S.A. Mason LLC 0.11% Add +0.2% 2,901 $285K
Cahill Financial Advisors Inc. 0.03% Add +0.1% 2,898 $285K
Argyle Capital Partners, LLC 0.20% New 2,883 $284K
Barlow Wealth Partners, LLC 0.03% Add +4.7% 2,649 $282K
First Financial Bank - Trust Division 0.02% Reduce -5.4% 2,864 $282K
CVA Family Office, LLC 0.03% Add +11.6% 2,860 $281K
XTX Topco Ltd 0.00% Reduce -51.6% 2,856 $281K
Claris Financial LLC 0.15% Add +1.5% 2,853 $281K
Generation Capital Management LLC 0.20% Reduce -2.1% 2,847 $280K
Patton Fund Management, Inc. 0.05% New 2,838 $279K
Plancorp, LLC 0.01% Add +4.7% 2,724 $277K
First Financial Bankshares Inc 0.01% Add +13.2% 2,813 $277K
Childress Capital Advisors, LLC 0.05% Add +9.6% 2,808 $276K
MASTERINVEST Kapitalanlage GmbH 0.03% No change 2,796 $275K
CogentBlue Wealth Advisors, LLC 0.18% Add +5.6% 2,794 $275K
Ti-Trust, Inc. 0.16% Add +9.8% 2,794 $275K
Alta Advisers Ltd 0.10% No change 2,794 $275K
Dana Investment Advisors, Inc. 0.01% Add +7.7% 2,792 $275K
Patriot Investment Management Group, Inc. 0.02% Reduce -2.8% 2,792 $275K
Alliance Wealth Advisors, LLC 0.06% Reduce -27.1% 2,785 $274K
Freestone Capital Holdings, LLC 0.01% Reduce -4.3% 2,772 $273K
GSG Advisors LLC 0.07% No change 2,770 $273K
1776 Wealth LLC 0.11% No change 2,753 $271K
Palumbo Wealth Management LLC 0.07% Reduce -9.3% 2,741 $270K
Blake Schutter Theil Wealth Advisors, LLC 0.22% New 2,734 $269K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 2,729 $268K
Weatherly Asset Management L. P. 0.02% Add +1.0% 2,728 $268K
Guardian Investment Management 0.21% New 2,725 $268K
Jacobs & Co. 0.03% Reduce -15.1% 2,727 $268K
waypoint wealth counsel 0.14% Reduce -41.6% 2,709 $267K
Fortis Group Advisors, LLC 0.04% Reduce -85.5% 2,461 $265K
Northeast Investment Management 0.01% No change 2,695 $265K
MRA Advisory Group 0.11% Reduce -1.9% 2,692 $265K
E Fund Management Co., Ltd. 0.01% — 2,690 $265K
Evansbrook LLC 0.18% No change 2,690 $265K
Mason & Associates, LLC 0.06% No change 2,690 $265K
First Affirmative Financial Network 0.10% — 2,688 $264K
Dividend Assets Capital, LLC 0.05% Add +0.1% 2,684 $264K
Waterloo Capital, L.P. 0.02% Add +8.2% 2,684 $264K
Investment House LLC 0.01% Add +1.9% 2,675 $263K
Traynor Capital Management, Inc. 0.02% Reduce -2.5% 2,765 $263K
Vista Investment Partners Ii, LLC 0.12% Add +4.1% 2,667 $262K
Everhart Financial Group, Inc. 0.02% Reduce -2.1% 2,658 $261K
Wealthquest Corp 0.02% Add +6.0% 2,658 $261K
D.B. Root & Company, LLC 0.06% Add +28.9% 2,654 $261K
Suncoast Equity Management 0.03% No change 2,652 $261K
Howard Capital Management, LLC 0.00% Reduce -82.2% 2,641 $260K
Enterprise Financial Services Corp 0.13% Add +1.4% 2,636 $259K
Ironsides Asset Advisors, LLC 0.07% Add +22.5% 2,633 $259K
GenTrust, LLC 0.01% Reduce -1.8% 2,631 $259K
Cambient Family Office, LLC 0.04% Add +0.6% 2,630 $259K
Finley Financial, LLC 0.12% No change 2,626 $258K
CWS Financial Advisors, LLC 0.07% Add +0.4% 2,625 $258K
Simon Quick Advisors, LLC 0.01% Reduce -51.3% 2,622 $258K
Compass Capital Corp. /Ma/ 0.09% Add +1.8% 2,567 $257K
Southern Financial Group, LLC 0.07% Add +2.7% 2,607 $257K
Farrell Financial LLC 0.15% New 2,604 $256K
DeDora Capital, Inc. 0.06% Add +8.4% 2,604 $256K
Ifrah Financial Services, Inc. 0.07% Reduce -10.0% 2,591 $255K
Redhawk Wealth Advisors, Inc. 0.03% Reduce -4.6% 2,587 $254K
Fi3 FINANCIAL ADVISORS, LLC 0.07% Add +8.7% 2,586 $254K
Fiduciary Trust Co 0.00% Reduce -37.8% 2,586 $254K
Simmons Bank 0.02% Reduce -4.0% 2,577 $254K
CoreFirst Bank & Trust 0.13% Add +8.7% 2,569 $253K
Leavell Investment Management, Inc. 0.01% No change 2,554 $251K
Bedell Frazier Investment Counselling, LLC 0.05% New 2,545 $250K
Jackson Thornton Wealth Management, LLC 0.02% Reduce -45.4% 2,459 $250K
Stonebrook Private Inc. 0.05% New 2,532 $249K
Future Financial Wealth Managment LLC 0.16% Reduce -52.9% 2,400 $249K
HFG Advisors, Inc. 0.17% Add +20.7% 2,524 $248K
Water Island Capital LLC 0.03% New 2,520 $248K
Trust Investment Advisors 0.14% No change 2,500 $246K
Cannon Financial Strategists, Inc. 0.03% No change 2,498 $246K
Optas, LLC 0.04% Add +4.8% 2,496 $246K
Wedmont Private Capital 0.01% Add +9.4% 2,442 $245K
Pinion Investment Advisors, LLC 0.06% Add +1.7% 2,492 $245K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 2,484 $244K
Quotient Wealth Partners, LLC 0.01% Add +13.2% 2,482 $244K
Narwhal Capital Management 0.02% Add +0.2% 2,476 $244K
Retirement Planning Co of New England, Inc. 0.10% Add +12.3% 2,476 $244K
Coastline Trust Co 0.02% Add +10.4% 2,473 $243K
Evexia Wealth LLC 0.07% No change 2,381 $243K
Sax Wealth Advisors, LLC 0.01% No change 2,446 $243K
NWF Advisory Services Inc. 0.03% Reduce -1.3% 2,461 $242K
Flatrock Wealth Partners LLC 0.11% Reduce -2.7% 2,459 $242K
Defiance ETFs, LLC 0.00% New 2,459 $242K
Keel Point, LLC 0.02% Add +5.8% 2,458 $242K
Jump Financial, LLC 0.00% Reduce -74.7% 2,458 $242K
Hutner Capital Management Inc. 0.10% Reduce -43.7% 2,444 $240K
Spire Wealth Management 0.01% Reduce -81.3% 2,437 $240K
Quantum Financial Advisors, LLC 0.03% Add +5.0% 2,436 $240K
Woodward Diversified Capital, LLC 0.11% Reduce -17.9% 2,245 $239K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -3.9% 2,422 $238K
Hickory Point Bank & Trust 0.16% Reduce -1.0% 2,421 $238K
HHM Wealth Advisors, LLC 0.03% No change 2,410 $237K
Greenup Street Wealth Management LLC 0.03% New 2,409 $237K
Alliance Wealth Advisors, LLC 0.11% Add +2.0% 2,394 $236K
Chapman Financial Group, LLC 0.17% Reduce -10.7% 2,383 $234K
Blackhawk Capital Partners, LLC 0.09% Add +2.5% 2,379 $234K
Berry Wealth Group, LP 0.87% Add +1.4% 2,376 $234K
New Covenant Trust Company, N.A. 0.21% Reduce -1.4% 2,359 $232K
Embree Financial Group 0.03% New 2,349 $231K
Klingman & Associates, LLC 0.01% New 2,342 $230K
Meiji Yasuda Life Insurance Co 0.01% Reduce -19.9% 2,340 $230K
Marshall Financial Group, LLC 0.04% Reduce -49.6% 2,327 $229K
Angeles Wealth Management, LLC 0.01% Add +10.9% 2,325 $229K
Allegheny Financial Group 0.03% Add +1.3% 2,322 $228K
IFG Advisors, LLC 0.04% No change 2,313 $228K
Golden Reserve Retirement LLC 0.05% New 2,310 $227K
Clear Wave Wealth Management LLC 0.06% — 2,308 $227K
Birch Financial Group, LLC 0.13% Reduce -4.3% 2,308 $227K
HCR Wealth Advisors 0.02% Reduce -7.1% 2,291 $225K
Old National Bancorp 0.00% Reduce -19.4% 2,291 $225K
Sanders Morris Harris LLC 0.04% New 2,290 $225K
Barnes Pettey Financial Advisors, LLC 0.10% Add +0.1% 2,287 $225K
Vision Financial Markets LLC 0.22% Reduce -8.0% 2,281 $224K
Berger Financial Group, Inc 0.01% Reduce -7.8% 2,277 $224K
Wallace Advisory Group, LLC 0.24% Reduce -0.5% 2,270 $223K
Somerset Trust Co 0.07% Add +0.0% 2,263 $223K
Bill Few Associates, Inc. 0.05% Reduce -7.8% 2,263 $223K
Knightsbridge Asset Management, LLC 0.03% Reduce -7.3% 2,261 $222K
Arwa LLC 0.11% Add +1.4% 2,184 $222K
Sollinda Capital Management LLC 0.05% No change 2,255 $222K
Blue Chip Partners, LLC 0.02% Reduce -6.9% 2,239 $220K
Bantamac Capital, LLC 0.16% Reduce -0.2% 2,235 $220K
Oakmont Investment Advisors, Inc. 0.20% Reduce -21.7% 2,233 $220K
Wright Investors Service Inc. 0.07% Add +0.0% 2,234 $220K
PCM Encore, LLC 0.05% New 2,233 $220K
CV Advisors LLC 0.06% No change 2,225 $219K
RFG - Bristol Wealth Advisors, LLC 0.06% No change 2,203 $217K
Eaton-Cambridge Inc. 0.07% Reduce -32.0% 2,200 $216K
PeakShares LLC 0.20% Reduce -30.0% 2,183 $215K
Latitude Advisors, LLC 0.10% New 2,183 $215K
Hidden Cove Wealth Management, LLC 0.14% Add +1.2% 2,181 $215K
Murphy, Middleton, Hinkle & Parker, Inc. 0.10% Reduce -91.2% 2,175 $214K
Stokes Capital Advisors, LLC 0.05% New 2,175 $214K
NorthStar Asset Management LLC 0.10% New 2,173 $214K
Sheets Smith Wealth Management 0.02% New 2,168 $213K
Income Insurance Ltd 0.14% No change 2,162 $213K
Lowe Brockenbrough & Co. Inc. 0.01% Reduce -76.5% 2,162 $213K
Center for Financial Planning, Inc. 0.02% Reduce -19.0% 2,158 $212K
PFS Partners, LLC 0.10% Add +0.1% 2,148 $211K
Cfo Capital Management LLC 0.17% Add +2.6% 2,210 $210K
Silver Coast Investments LLC 0.07% No change 2,131 $210K
High Net Worth Advisory Group LLC 0.05% No change 2,131 $210K
Guardian Partners Inc. 0.02% Reduce -1.1% 2,126 $210K
Teamwork Financial Advisors, LLC 0.02% Reduce -88.4% 2,123 $209K
Certified Advisory Corp 0.02% Add +0.9% 2,116 $208K
Ellis Investment Partners, LLC 0.04% Reduce -17.6% 2,111 $208K
Wick Capital Partners, LLC 0.04% Reduce -1.2% 2,094 $206K
Traphagen Investment Advisors LLC 0.02% New 2,090 $206K
TRB Wealth Management, LLC 0.03% — 2,081 $205K
Ipswich Investment Management Co., Inc. 0.05% No change 2,075 $204K
Cassady Wealth & Retirement Planning, LLC 0.11% New 1,873 $204K
Foster Victor Wealth Advisors, LLC 0.01% Add +5.0% 1,971 $203K
OneAscent Financial Services LLC 0.01% New 2,064 $203K
Basepoint Wealth LLC 0.12% Add +2.6% 2,064 $203K
Lauer Wealth, LLC 0.16% Reduce -31.1% 2,016 $203K
Arta Finance Wealth Management LLC 0.10% New 2,051 $202K
Congress Park Capital LLC 0.06% No change 2,050 $202K
First Heartland Consultants, Inc. 0.02% Reduce -9.3% 2,043 $201K
Bank & Trust Co 0.14% No change 2,038 $200K
Split Rock Private Trading & Wealth Management, LLC 0.16% Reduce -2.0% 2,036 $200K
CYBER HORNET ETFs LLC 0.13% Reduce -4.0% 2,032 $199K
AlphaCore Capital LLC 0.00% Reduce -22.8% 2,020 $199K
Pittenger & Anderson Inc. 0.01% Reduce -11.4% 1,977 $194K
Marshall & Sterling Wealth Advisors Inc. 0.13% Add +4195.6% 1,976 $194K
Cromwell Holdings LLC 0.11% No change 1,954 $192K
First PREMIER Bank 0.04% Reduce -19.4% 1,956 $192K
DiNuzzo Private Wealth, Inc. 0.02% Add +0.2% 1,901 $187K
Bruce G. Allen Investments, LLC 0.12% Add +8.5% 1,892 $186K
Advocate Investing Services LLC 0.16% Add +0.1% 1,892 $186K
Paradigm Asset Management Co. LLC 0.04% No change 1,824 $179K
SouthState Bank Corp 0.01% Reduce -18.7% 1,818 $179K
Heritage Wealth Advisors 0.01% Reduce -7.1% 1,818 $179K
Curat Global, LLC 0.17% Reduce -10.0% 1,800 $177K
Financiere des Professionnels - Fonds d'investissement inc. 0.01% Add +80.0% 1,800 $177K
Bullock Wealth Management Group 0.09% Add +0.8% 1,795 $176K
Country Trust Bank 0.00% No change 1,751 $172K
Signature Equity Partners, LLC 0.09% Add +195.6% 1,735 $171K
Tanglewood Legacy Advisors, LLC 0.06% No change 1,734 $171K
True Wealth Design, LLC 0.05% Add +1.9% 1,724 $170K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -5.1% 1,684 $166K
Sterling Capital Management LLC 0.00% Add +5.7% 1,683 $166K
Aster Capital Management (DIFC) Ltd 0.05% Reduce -21.4% 1,502 $165K
Ameriflex Group, Inc. 0.08% Reduce -14.7% 1,674 $165K
Oakworth Capital, Inc. 0.01% Reduce -3.9% 1,667 $164K
Highline Wealth Partners LLC 0.04% Add +1443.9% 1,652 $163K
Y.D. More Investments Ltd 0.01% Add +18.3% 1,700 $161K
Roxbury Financial LLC 0.14% Reduce -15.6% 1,626 $160K
Root Financial Partners, LLC 0.01% Add +8.5% 1,622 $160K
MV Capital Management, Inc. 0.02% Add +153.6% 1,595 $157K
Arkos Global Advisors 0.02% New 1,564 $154K
Wellington Shields Capital Management, LLC 0.02% No change 1,562 $154K
Basecamp Wealth Advisors LLC 0.03% Reduce -2.5% 1,536 $151K
Virtus Advisers, LLC 0.07% New 1,506 $148K
LGT Financial Advisors LLC 0.76% No change 1,500 $148K
Cary Street Partners Investment Advisory LLC 0.04% Add +50.7% 1,477 $145K
Trust Co 0.01% Reduce -0.2% 1,465 $144K
Richards, Merrill & Peterson, Inc. 0.05% Reduce -0.7% 1,464 $144K
Wall Street Financial Group, Inc. 0.08% New 1,437 $141K
St Germain D J Co. Inc. 0.01% No change 1,431 $141K
Meramec Financial Planners, LLC 0.05% No change 1,288 $138K
Peterson Wealth Services 0.03% Add +47.5% 1,363 $134K
Richardson Financial Services Inc. 0.08% Add +5.8% 1,360 $134K
Capital Analysts, LLC 0.00% Reduce -59.4% 1,348 $133K
Union Savings Bank 0.06% No change 1,314 $129K
Glen Eagle Advisors, LLC 0.02% Reduce -3.8% 1,302 $128K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% No change 1,296 $128K
Granite FO LLC 0.08% No change 1,300 $128K
Eastern Bank 0.00% Reduce -14.7% 1,296 $128K
Broadwater Capital Management LLC 0.09% No change 1,255 $124K
Pinnacle Bancorp, Inc. 0.04% Add +10.3% 1,244 $122K
Legacy Bridge, LLC 0.05% Reduce -9.6% 1,229 $121K
McIlrath & Eck, LLC 0.01% Reduce -1.6% 1,220 $120K
AdvisorNet Financial, Inc 0.01% Add +17.7% 1,164 $115K
2UniFi Bank 0.06% Add +1.8% 1,155 $114K
Physician Wealth Advisors, Inc. 0.02% Add +6.7% 1,136 $112K
First Community Trust NA 0.08% No change 1,129 $111K
TrustBank 0.04% New 1,124 $111K
Walleye Capital LLC 0.00% Reduce -99.6% 1,120 $110K
Addison Advisors LLC 0.02% Add +0.9% 1,093 $108K
TIAA Wealth Investment Management LLC 0.00% — 1,087 $107K
Bellevue Asset Management, LLC 0.05% Add +0.5% 1,073 $106K
LRI Investments, LLC 0.01% No change 1,055 $104K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 1,050 $103K
Spirit of America Management Corp. 0.02% Reduce -58.8% 1,050 $103K
SHP Wealth Management 0.01% Add +4.9% 1,047 $103K
Webster Bank, N. A. 0.01% Add +47.9% 1,032 $102K
American Capital Advisory, LLC 0.04% Add +24.7% 1,024 $101K
Raleigh Capital Management Inc. 0.03% Add +1.2% 1,012 $100K
Solstein Capital, LLC 0.04% New 960 $94K
Silvant Capital Management LLC 0.00% No change 958 $94K
Pinnacle Holdings, LLC 0.03% No change 945 $93K
Quarry LP 0.02% Reduce -4.0% 941 $93K
Triumph Capital Management 0.02% Add +18.9% 930 $91K
Banque Transatlantique SA 0.00% New 920 $91K
MilWealth Group LLC 0.02% No change 917 $90K
Zions Bancorporation, National Association 0.01% Reduce -74.9% 906 $89K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 900 $89K
Hazlett, Burt & Watson, Inc. 0.03% Reduce -1.1% 892 $88K
Rossby Financial, LCC 0.02% Add +33.2% 887 $87K
Asset Planning,Inc 0.06% Reduce -11.6% 873 $86K
Quaker Wealth Management, LLC 0.03% Add +327.6% 868 $85K
Crews Bank & Trust 0.01% No change 858 $84K
Park Place Capital Corp 0.02% Reduce -89.7% 858 $84K
Covestor Ltd 0.06% Reduce -67.5% 855 $84K
Davis Capital Management 0.06% Add +0.4% 847 $83K
Joseph Group Capital Management 0.02% Add +42.8% 847 $83K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -81.9% 845 $83K
MidFirst Bank 0.01% Add +8.2% 844 $83K
Marshall Investment Management, LLC 0.04% New 840 $83K
Limestone Investment Advisors LP 0.04% Add +1992.5% 837 $82K
Activest Wealth Management 0.01% Add +103.9% 832 $82K
NFSG Corp 0.01% Reduce -16.7% 831 $82K
Adirondack Trust Co. 0.03% Reduce -14.2% 825 $81K
Key Financial Inc 0.01% Reduce -55.4% 814 $80K
MTM Investment Management, LLC 0.03% Reduce -45.2% 811 $80K
Plante Moran Financial Advisors, LLC 0.01% Reduce -0.1% 806 $79K
Owl Creek Wealth Partners LLC 0.03% — 788 $78K
Quent Capital, LLC 0.01% Reduce -10.7% 780 $77K
Ankerstar Wealth, LLC 0.08% Add +37.4% 779 $77K
Toth Financial Advisory Corp. 0.01% Add +0.4% 778 $77K
Bogart Wealth, LLC 0.00% Add +43.8% 758 $75K
General Partner, Inc. 0.04% Reduce -6.3% 745 $73K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Reduce -26.4% 732 $72K
Rakuten Securities, Inc. 0.03% Add +82.2% 705 $69K
Quintet Private Bank (Europe) S.A. 0.00% Reduce -39.1% 685 $67K
Gill Capital Partners, LLC 0.02% New 681 $67K
Wealth Enhancement Trust Services, Inc. 0.01% Reduce -11.7% 678 $67K
Valley National Advisers Inc. 0.01% Reduce -12.9% 676 $66K
Beacon Investment Advisory Services, Inc. 0.00% New 670 $66K
TopTier Wealth Management, LLC 0.04% New 669 $66K
Prosperity Bancshares Inc 0.05% Add +533.3% 665 $65K
Redwood Park Advisors LLC 0.05% Add +0.5% 661 $65K
Marquette Asset Management, LLC 0.01% Reduce -39.6% 647 $64K
Beaird Harris Wealth Management, LLC 0.00% No change 645 $63K
Tompkins Financial Corp. 0.01% No change 641 $63K
IAG Wealth Partners, LLC 0.01% Reduce -45.2% 640 $63K
Monetary Solutions, Ltd 0.06% No change 635 $62K
WPG Advisers, LLC 0.05% Reduce -17.7% 631 $62K
Bard Associates Inc. 0.02% No change 613 $60K
Sumitomo Mitsui Financial Group, Inc. 0.00% New 600 $59K
Capula Management Ltd 0.00% New 597 $59K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 569 $56K
Salomon & Ludwin, LLC 0.01% Reduce -0.2% 570 $56K
Scarborough Advisors, LLC 0.01% New 560 $55K
Clark Wealth Partners 0.04% Add +1.4% 559 $55K
New England Capital Financial Advisors LLC 0.01% Reduce -16.4% 527 $52K
Winch Advisory Services, LLC 0.01% Add +12.3% 520 $51K
TFC Financial Management, Inc. 0.01% Reduce -1.2% 511 $50K
SJS Investment Consulting Inc. 0.01% Add +18.3% 486 $48K
Millstone Evans Group, LLC 0.03% Add +129.9% 485 $48K
Purpose Unlimited Inc. 0.00% Add +868.0% 484 $48K
RMG Wealth Management LLC 0.01% Add +37.5% 473 $47K
Catalyst Capital Advisors LLC 0.00% Reduce -81.2% 475 $47K
Medallion Wealth Advisors, LLC 0.02% Add +12.1% 472 $46K
Global Assets Advisory, LLC 0.01% New 471 $46K
Avion Wealth 0.01% No change 469 $46K
GW&K Investment Management, LLC 0.00% Add +0.6% 469 $46K
Princeton Global Asset Management LLC 0.01% Add +2.4% 465 $46K
Wolff Wiese Magana LLC 0.02% Reduce -7.0% 455 $45K
S&T Bank 0.02% Add +24.7% 454 $45K
BankPlus Trust Department 0.01% Reduce -15.5% 446 $44K
CNB Bank 0.02% Reduce -7.0% 441 $43K
Twin Peaks Wealth Advisors, LLC 0.01% New 439 $43K
IMA Advisory Services, Inc. 0.00% Add +0.7% 431 $42K
Pacific Center for Financial Services 0.01% No change 425 $42K
Canton Hathaway, LLC 0.01% No change 425 $42K
First United Bank & Trust 0.01% No change 420 $41K
Capital Advisors, Ltd. LLC 0.00% No change 419 $41K
Caitlin John, LLC 0.02% Add +1157.6% 415 $41K
Keating Financial Advisory Services, Inc. 0.01% Reduce -4.0% 409 $40K
Richardson Capital Management LLC 0.02% Add +12.8% 405 $40K
Essex Investment Management Co. LLC 0.01% No change 404 $40K
Vanguard National Trust Co 0.00% — 401 $39K
Pinney & Scofield, Inc. 0.02% No change 392 $39K
LOM Asset Management Ltd 0.01% No change 385 $38K
Graney & King, LLC 0.02% No change 375 $37K
Abound Wealth Management 0.01% Reduce -12.5% 372 $37K
Lavaca Capital LLC 0.01% Add +1.1% 370 $36K
DT Investment Partners, LLC 0.00% No change 357 $35K
REAP Financial Group, LLC 0.01% Reduce -27.5% 356 $35K
Evermay Wealth Management LLC 0.00% No change 355 $35K
Rialto Wealth Management, LLC 0.01% Add +1070.0% 351 $35K
Financial Network Wealth Advisors LLC 0.04% Add +16.7% 350 $34K
Asset Dedication, LLC 0.00% Reduce -50.4% 348 $34K
Chesapeake Asset Management LLC 0.03% No change 345 $34K
Evelyn Partners Investment Management LLP 0.00% No change 337 $33K
Pingora Partners LLC 0.02% No change 335 $33K
Indiana Trust & Investment Management Co 0.01% Reduce -11.8% 335 $33K
Key Capital Management, INC 0.02% Reduce -79.5% 327 $32K
Tidemark, LLC 0.01% Add +3.2% 324 $32K
Legacy Wealth Managment, LLC 0.02% Add +48.6% 309 $30K
Pacifica Partners Inc. 0.01% No change 307 $30K
Vision Retirement, LLC 0.01% Reduce -31.9% 307 $30K
Financial Perspectives, Inc 0.01% Add +19.6% 305 $30K
Ogorek Anthony Joseph /NY/ 0.01% No change 307 $30K
Sachetta, LLC 0.02% Add +12.2% 304 $30K
ESL Trust Services, LLC 0.01% No change 300 $30K
Kemnay Advisory Services Inc. 0.00% Add +1.7% 300 $30K
Albion Financial Group 0.00% Add +66.7% 300 $30K
Focused Wealth Management, Inc 0.00% New 294 $29K
Tiaa Trust, National Association 0.00% Reduce -97.1% 285 $28K
Fairscale Capital, LLC 0.02% No change 284 $28K
University of Texas/Texas Am Investment Management Co. 0.00% Add +14.5% 284 $28K
Chilton Capital Management LLC 0.00% New 281 $28K
Raffa Wealth Management, LLC 0.00% Add +5.8% 276 $27K
Coston, McIsaac & Partners 0.01% Add +1.1% 275 $27K
Tsfg, LLC 0.00% Add +0.4% 276 $27K
SWAN Capital LLC 0.01% Reduce -39.1% 274 $27K
Clearstead Trust, LLC 0.00% Reduce -37.0% 274 $27K
Hurley Capital, LLC 0.01% Add +1.5% 271 $27K
IFS Advisors, LLC 0.01% Add +116.3% 266 $26K
Timothy G. Youngquist 2020 Irrevocable Trust 0.01% New 261 $26K
Core Alternative Capital 0.01% Reduce -8.9% 255 $25K
Grove Bank & Trust 0.00% No change 253 $25K
Glass Jacobson Investment Advisors llc 0.01% No change 252 $25K
Entrust Financial LLC 0.02% Add +48.5% 251 $25K
Piscataqua Savings Bank 0.02% No change 250 $25K
Byrne Asset Management LLC 0.01% Add +5.5% 250 $25K
Evelyn Partners Investment Management (Europe) Ltd 0.01% No change 250 $25K
Harbor Investment Advisory, LLC 0.00% Reduce -13.8% 250 $25K
Fortitude Family Office, LLC 0.01% Reduce -90.1% 249 $24K
Wilkerson Advisory Group LLC 0.01% Add +44.4% 247 $24K
Kennebec Savings Bank 0.02% Add +3.8% 246 $24K
Aventus Investment Advisors, Inc. 0.02% No change 238 $23K
Missouri Trust & Investment Co 0.01% No change 235 $23K
Hilltop National Bank 0.01% Reduce -28.4% 235 $23K
Centerpoint Advisors, LLC 0.01% No change 229 $23K
JNBA Financial Advisors 0.00% Reduce -39.3% 230 $23K
PlanVest Financial, Inc 0.02% — 227 $22K
Wellington-Altus USA Inc. 0.01% Add +8.7% 201 $22K
Salem Investment Counselors Inc. 0.00% New 217 $21K
IMG Wealth Management, Inc. 0.01% Reduce -65.7% 217 $21K
Consultiva Wealth Management, Corp. 0.06% No change 215 $21K
First Command Advisory Services, Inc. 0.00% Add +207.1% 215 $21K
Cassaday & Co Wealth Management LLC 0.00% New 214 $21K
Bayban 0.02% Reduce -63.3% 209 $21K
Opal Wealth Advisors, LLC 0.00% New 205 $20K
JPL Wealth Management, LLC 0.00% New 203 $20K
Security National Bank 0.00% No change 200 $20K
Evolution Wealth Management Inc. 0.01% Add +14.0% 187 $18K
West Branch Capital LLC 0.00% Reduce -18.2% 180 $18K
Founders Capital Management 0.01% Reduce -33.3% 180 $18K
Fourth Dimension Wealth, LLC 0.01% Reduce -5.8% 180 $18K
VSM Wealth Advisory, LLC 0.01% Add +19.3% 179 $18K
Frazier Financial Advisors, LLC 0.01% Reduce -14.3% 179 $18K
Aventura Private Wealth, LLC 0.01% No change 178 $18K
Red Tortoise LLC 0.01% Add +1.7% 176 $17K
Financial Freedom, LLC 0.01% Add +35.2% 169 $17K
Swiss Re Ltd. 0.10% No change 164 $16K
Adkins Seale Capital Management LLC 0.02% No change 164 $16K
Gleason Group, Inc. 0.00% Add +636.4% 162 $16K
Dunhill Financial, LLC 0.00% Reduce -5.8% 161 $16K
Bfsg, LLC 0.00% No change 160 $16K
TD Capital Management LLC 0.00% Add +1.9% 158 $16K
HFM Investment Advisors, LLC 0.01% No change 157 $15K
WFA of San Diego, LLC 0.01% No change 155 $15K
Abound Financial, LLC 0.01% No change 154 $15K
CrossGen Wealth, LLC 0.01% Reduce -55.2% 151 $15K
Cedar Mountain Advisors, LLC 0.00% Add +8.0% 149 $15K
Elevation Wealth Partners, LLC 0.01% Add +33.9% 146 $14K
Clayton Financial Group LLC 0.01% Add +222.2% 145 $14K
Morton Brown Family Wealth, LLC 0.00% Reduce -20.9% 144 $14K
J.Safra Asset Management Corp 0.00% No change 144 $14K
Sunrise Financial Services, LLC 0.01% No change 137 $13K
Community Financial Services Group, LLC 0.00% New 137 $13K
Gen-Wealth Partners Inc 0.00% Reduce -37.6% 136 $13K
Prestige Wealth Management Group LLC 0.00% Reduce -18.7% 135 $13K
WealthCollab, LLC 0.01% Add +8.1% 134 $13K
Avalon Trust Co 0.00% No change 134 $13K
DB Fitzpatrick & Co, Inc 0.01% No change 129 $13K
Kilter Group LLC 0.01% Add +0.8% 123 $12K
HighMark Wealth Management LLC 0.00% Reduce -12.9% 121 $12K
Miller Global Investments, LLC 0.01% No change 116 $11K
SIMA Wealth Partners, LLC 0.01% No change 112 $11K
Kimelman & Baird, LLC 0.00% No change 102 $10K
Strive Financial Group ,LLC 0.01% No change 100 $10K
Protective Life Corp. 0.03% New 100 $10K
Nvest Wealth Strategies, Inc. 0.01% No change 100 $10K
Magnolia Wealth Management, LLC 0.01% New 100 $10K
Synergy Investment Management, LLC 0.00% New 100 $10K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 100 $10K
McMillan Office, Inc. 0.00% No change 100 $10K
Burkett Financial Services, LLC 0.00% Add +1.0% 98 $10K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -96.9% 94 $9K
Rosenberg Matthew Hamilton 0.00% Reduce -89.9% 90 $9K
Private Wealth Management Group, LLC 0.00% Add +4.9% 85 $8K
Intentional Wealth Strategies, LLC 0.01% — 84 $8K
E Fund Management (Hong Kong) Co., Ltd. 0.00% Add +1560.0% 83 $8K
YANKCOM Partnership 0.00% No change 83 $8K
Hughes Financial Services, LLC 0.00% Add +24.6% 81 $8K
Arlington Trust Co LLC 0.00% New 79 $8K
Olistico Wealth, LLC 0.00% No change 75 $7K
Bell Investment Advisors, Inc 0.00% Reduce -40.0% 75 $7K
IFG Advisory, LLC 0.02% Reduce -99.3% 75 $7K
Bay Harbor Wealth Management, LLC 0.00% Add +27.1% 75 $7K
1620 Investment Advisors, Inc. 0.00% Add +52.1% 73 $7K
Sankala Group LLC 0.01% No change 75 $7K
Eukles Asset Management 0.00% No change 73 $7K
Westfuller Advisors, LLC 0.00% Reduce -13.1% 73 $7K
Evolution Advisers, Inc. 0.00% No change 79 $7K
Nalls Sherbakoff Group, LLC 0.01% No change 71 $7K
Gould Capital, LLC 0.00% No change 70 $7K
EFG International AG 0.00% Reduce -92.2% 70 $7K
Crewe Advisors LLC 0.00% Add +219.1% 67 $7K
High Note Wealth, LLC 0.00% Add +8.1% 67 $7K
Nemes Rush Group LLC 0.00% Add +1.5% 66 $6K
Field & Main Bank 0.00% No change 65 $6K
Thompson Investment Management, Inc. 0.00% Reduce -45.3% 64 $6K
Wealth Science Advisors LLC 0.00% New 63 $6K
Godfrey Financial Associates, Inc. 0.01% No change 62 $6K
Dogwood Wealth Management LLC 0.00% Add +38.6% 61 $6K
McGuire Capital Advisors Inc. 0.00% Reduce -3.2% 60 $6K
Signature Resources Capital Management, LLC 0.00% Reduce -4.8% 60 $6K
Mechanics Financial Corp 0.00% Reduce -75.0% 60 $6K
Westside Investment Management, Inc. 0.00% Reduce -56.8% 60 $6K
Wealth Preservation Advisors, LLC 0.00% Add +145.8% 59 $6K
Cornerstone Financial Management LLC 0.01% Add +7.4% 58 $6K
Valued Wealth Advisors LLC 0.00% Reduce -3.4% 57 $6K
Boyd Watterson Asset Management LLC 0.00% No change 51 $5K
Walsh & Associates, LLC 0.00% No change 50 $5K
Comprehensive Financial Planning, Inc. 0.00% No change 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
Kelleher Financial Advisors 0.00% No change 48 $5K
Principia Wealth Advisory, LLC 0.00% Add +22.5% 49 $5K
POM Investment Strategies, LLC 0.01% New 48 $5K
Vermillion Wealth Management, Inc. 0.00% New 46 $5K
Financial Management Professionals, Inc. 0.00% Reduce -11.5% 46 $5K
Tripletail Wealth Management, LLC 0.01% No change 45 $4K
Stone House Investment Management, LLC 0.00% Add +61.5% 42 $4K
Quest 10 Wealth Builders, Inc. 0.00% No change 41 $4K
Estabrook Capital Management 0.00% No change 40 $4K
Smallwood Wealth Investment Management, LLC 0.00% No change 39 $4K
Bare Financial Services, Inc 0.00% Add +32.1% 37 $4K
Front Row Advisors LLC 0.00% No change 35 $3K
Newton One Investments LLC 0.00% Add +3.0% 34 $3K
Accordant Advisory Group Inc 0.00% Reduce -99.8% 33 $3K
Atlas Capital Advisors Inc. 0.00% No change 31 $3K
Financial Connections Group, Inc. 0.00% No change 31 $3K
United Financial Planning Group LLC 0.00% New 30 $3K
Aspect Partners, LLC 0.00% No change 30 $3K
True Link Financial Advisors, LLC 0.00% New 30 $3K
Virginia Estate & Retirement Planning Advisors Inc. 0.01% — 29 $3K
Portus Wealth Advisors, LLC 0.00% New 25 $2K
Mb, Levis & Associates, LLC 0.00% No change 25 $2K
Torren Management, LLC 0.00% Reduce -92.4% 22 $2K
Holos Integrated Wealth LLC 0.00% No change 22 $2K
Paladin Partners, LLC 0.00% No change 21 $2K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 21 $2K
Whipplewood Advisors, LLC 0.00% New 21 $2K
C M Bidwell & Associates Ltd. 0.00% No change 20 $2K
Nvwm, LLC 0.00% No change 20 $2K
Atwood & Palmer Inc. 0.00% No change 20 $2K
Retirement Wealth Solutions LLC 0.00% Reduce -34.5% 19 $2K
1 North Wealth Services LLC 0.00% No change 19 $2K
Silicon Valley Capital Partners 0.00% New 18 $2K
Hara Capital LLC 0.00% No change 18 $2K
First Financial Corp. 0.00% Reduce -37.9% 18 $2K
Howard Capital Management Group, LLC 0.00% No change 18 $2K
Vanguard Advisers Inc. 0.00% — 18 $2K
PayPay Securities Corp 0.06% Reduce -86.4% 16 $2K
Boreal Capital Management LLC 0.00% Reduce -98.2% 17 $2K
Mosley Wealth Management 0.00% New 19 $2K
Main Street Group, LTD 0.00% New 16 $2K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -85.8% 16 $2K
Burk Holdings LLC 0.00% New 15 $1K
Kozak & Associates, Inc. 0.00% Reduce -76.4% 13 $1K
ROSS\JOHNSON & Associates LLC 0.02% No change 13 $1K
Rachor Investment Advisory Services, LLC 0.00% Add +9.1% 12 $1K
Lloyd Advisory Services, LLC. 0.00% New 11 $1K
Kingdom Financial Group LLC. 0.00% No change 11 $1K
Game Plan Financial Advisors, LLC 0.00% Reduce -100.0% 11 $1K
Strategic Wealth Advisors LLC 0.00% No change 15 $1K
Phillip James Consulting Co. 0.00% New 7 $1K
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 10 $984
Jackson, Grant Investment Advisers, Inc. 0.00% No change 10 $984
1015 Capital Partners, LLC 0.00% No change 9 $885
Mascoma Wealth Management LLC 0.00% Reduce -20.0% 8 $787
Seneschal Advisors, LLC 0.00% Add +75.0% 7 $689
Breakwater Investment Management 0.00% No change 6 $591
Investors Portfolio Services LLC 0.00% Reduce -42.9% 4 $394
Cherry Tree Wealth Management, LLC 0.00% No change 3 $296
Parallax Volatility Advisers, L.P. 0.00% New 1 $98
Retiremitten Financial LLC 0.00% — 1 $98
North Ridge Wealth Advisors, Inc. 0.00% New 1 $50
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.