Valero EnergyVLO

13F holders, Q1 2024 (March 31)
1,524holders
11famous investors
$170.53avg. 13F price*

At the end of Q1 2024, 1,524 institutions reported holding Valero Energy Corp. (VLO) in their 13F filings. The largest holders were Vanguard Group Inc. ($5.4B), BlackRock Inc. ($4.9B) and State Street Corp. ($3.8B). 11 famous investors held it, including Chris Bloomstran (1.3% of Semper Augustus Investments's portfolio), Cliff Asness (0.4% of AQR Capital Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
Valero Energy Corp.
Sector
Energy
CUSIP
91913Y100
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions182$229.3M
Exits103$266.8M

Ownership 1,524 holders

Vanguard Group Inc. 0.11% Reduce -1.1% 31,749,385 $5.4B
BlackRock Inc. 0.12% Add +1.5% 28,895,487 $4.9B
State Street Corp. 0.17% Reduce -1.8% 22,322,522 $3.8B
Charles Schwab Investment Management Inc. 0.40% Add +29.2% 10,149,973 $1.7B
Morgan Stanley 0.12% Reduce -2.1% 8,599,209 $1.5B
FMR LLC 0.10% Add +9.6% 8,277,215 $1.4B
Geode Capital Management, LLC 0.11% Add +3.9% 6,833,510 $1.2B
Ameriprise Financial Inc. 0.32% Reduce -0.1% 6,764,346 $1.2B
Bank of America Corp. 0.08% Add +5.7% 4,710,097 $804.0M
Norges Bank 0.12% Add +2.2% 4,485,970 $765.7M
Franklin Resources Inc. 0.22% Add +585.0% 4,101,854 $700.1M
Dimensional Fund Advisors LP 0.19% Reduce -2.0% 4,082,089 $696.8M
Barclays PLC 0.31% Add +70.3% 4,001,129 $683.0M
Nuveen Asset Management, LLC 0.20% Reduce -0.5% 3,919,333 $669.0M
Bank of New York Mellon Corp 0.12% Reduce -5.8% 3,625,143 $618.8M
Arrowstreet Capital, Limited Partnership 0.54% Add +53.2% 3,420,037 $583.8M
Northern Trust Corp. 0.10% Reduce -4.9% 3,410,532 $582.1M
Royal Bank of Canada 0.14% Add +161.5% 3,399,860 $580.3M
Invesco Ltd. 0.12% Reduce -1.4% 3,171,253 $541.3M
Pacer Advisors, Inc. 1.20% Add +6.2% 2,961,118 $505.4M
Amundi 0.19% Reduce -11.9% 2,632,505 $434.7M
UBS Group AG 0.13% Add +372.3% 2,377,847 $405.9M
Massachusetts Financial Services Co. 0.11% Reduce -0.8% 2,236,115 $381.7M
Legal & General Group Plc 0.11% Reduce -8.3% 2,220,012 $378.9M
Montrusco Bolton Investments Inc. 3.94% Reduce -9.3% 2,167,262 $369.9M
T. Rowe Price Associates Inc. 0.04% Add +3.3% 2,063,923 $352.3M
Goldman Sachs Group Inc. 0.07% Add +3.7% 1,908,337 $325.7M
Allianz Asset Management GmbH 0.54% Reduce -24.8% 1,878,769 $320.7M
JPMorgan Chase & Co. 0.03% Add +0.8% 1,817,978 $310.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% Add +4.1% 1,777,691 $303.4M
LSV Asset Management 0.60% Reduce -3.0% 1,688,122 $288.1M
Acadian Asset Management LLC 0.93% Add +37.6% 1,558,750 $266.0M
Jacobs Levy Equity Management, Inc. 1.18% Add +3.6% 1,548,476 $264.3M
Allspring Global Investments Holdings, LLC 0.41% Add +2.3% 1,541,534 $263.1M
Deutsche Bank AG 0.11% Reduce -4.5% 1,395,821 $238.3M
AQR Capital Management 0.38% Reduce -22.3% 1,317,516 $222.3M
AustralianSuper Pty Ltd 1.03% Add +8.2% 1,015,771 $175.4M
Swiss National Bank 0.12% Reduce -7.7% 1,019,600 $174.0M
HSBC Holdings PLC 0.12% Add +0.5% 950,143 $162.2M
Wells Fargo & Company 0.04% Reduce -8.3% 913,397 $155.9M
National Pension Service 0.19% Add +2.8% 905,344 $154.5M
Bank of Montreal 0.05% Reduce -16.3% 914,783 $154.0M
Marshall Wace, LLP 0.26% Add +98.6% 895,359 $152.8M
Victory Capital Management Inc. 0.15% Add +4.0% 887,164 $151.4M
Sumitomo Mitsui Trust Group, Inc. 0.10% Reduce -4.6% 863,470 $147.4M
Neuberger Berman Group LLC 0.11% Add +324.4% 770,062 $131.4M
Huntington National Bank 1.38% Add +0.1% 752,345 $128.4M
Manufacturers Life Insurance Company, The 0.12% Reduce -5.3% 739,346 $126.2M
Rhumbline Advisers 0.12% Add +6.9% 724,921 $123.7M
Raymond James & Associates 0.08% Add +11.0% 708,371 $120.9M
Envestnet Asset Management Inc. 0.04% Add +146.0% 698,529 $119.2M
Panagora Asset Management Inc. 0.61% Add +58.3% 683,009 $116.6M
California Public Employees Retirement System 0.08% Reduce -2.0% 644,122 $109.9M
Russell Investments Group, Ltd. 0.17% Reduce -1.7% 641,071 $109.0M
Stifel Financial Corp. 0.12% Add +0.6% 637,108 $108.7M
Alliancebernstein L.P. 0.04% Reduce -1.1% 615,756 $105.1M
Nordea Investment Management AB 0.12% Reduce -3.7% 622,095 $105.0M
Voya Investment Management LLC 0.12% Reduce -18.1% 604,586 $103.2M
Truist Financial Corp. 0.16% Add +273.8% 603,760 $103.1M
California State Teachers Retirement System 0.13% Reduce -0.8% 585,610 $100.0M
BNP Paribas Financial Markets 0.12% Add +48.4% 574,893 $98.1M
Credit Suisse AG/ 0.09% Reduce -8.9% 568,586 $97.1M
Merewether Investment Management, LP 5.12% Add +110.8% 563,843 $96.2M
Citigroup Inc. 0.10% Add +4.2% 563,695 $96.2M
Royal London Asset Management Ltd. 0.22% Add +5.1% 524,537 $89.5M
Cincinnati Financial Corp. 1.93% No change 514,640 $87.8M
Two Sigma Investments, LP 0.22% Reduce -28.2% 505,308 $86.3M
KBC Group NV 0.27% Add +103.1% 503,120 $85.9M
Empower Advisory Group, LLC 0.31% Add +0.9% 485,613 $82.9M
Aberdeen Group plc 0.16% Add +3.1% 478,290 $81.6M
Bank of Nova Scotia 0.16% Add +39.4% 470,872 $80.4M
Ensign Peak Advisors, Inc 0.14% Reduce -14.1% 454,936 $77.7M
M&T Bank Corp 0.27% Reduce -0.1% 452,425 $77.2M
Baird Financial Group, Inc. 0.15% Add +10.1% 418,917 $71.5M
O'shaughnessy Asset Management, LLC 0.79% Add +15.8% 418,435 $71.4M
Clark Capital Management Group, Inc. 0.53% Reduce -10.3% 416,836 $71.1M
Van Eck Associates Corp. 0.11% Reduce -2.5% 413,339 $70.6M
LPL Financial LLC 0.04% Add +2.1% 408,551 $69.7M
Jane Street Group, LLC 0.09% Reduce -8.2% 406,415 $69.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.10% Add +14.8% 403,073 $68.8M
First Trust Advisors LP 0.07% Add +7.4% 402,899 $68.8M
New York State Common Retirement Fund 0.09% Reduce -2.9% 401,173 $68.5M
1832 Asset Management L.P. 0.12% Add +65.1% 387,207 $66.1M
Principal Financial Group Inc. 0.04% Add +0.5% 385,739 $65.8M
State Board of Administration of Florida Retirement System 0.15% Add +18.6% 453,759 $63.3M
New York State Teachers Retirement System 0.13% Reduce -3.8% 369,792 $63.1M
Private Management Group Inc. 2.38% Reduce -9.3% 368,716 $62.9M
Millennium Management 0.06% Reduce -58.8% 367,252 $62.7M
Brandywine Global Investment Management, LLC 0.45% Reduce -0.9% 364,216 $62.2M
Cincinnati Insurance Co. 1.00% No change 356,538 $60.9M
Susquehanna International Group, LLP 0.09% Reduce -29.6% 339,488 $57.9M
CANADA LIFE ASSURANCE Co 0.12% Reduce -9.2% 339,058 $57.9M
Fort Washington Investment Advisors Inc. 0.37% Reduce -4.9% 336,215 $57.4M
Robeco Institutional Asset Management B.V. 0.12% Reduce -16.1% 332,877 $56.8M
Primecap Management Co. 0.04% Reduce -53.6% 329,700 $56.3M
Mitsubishi UFJ Trust & Banking Corp 0.13% Reduce -7.2% 327,682 $56.2M
Voloridge Investment Management, LLC 0.20% Reduce -70.7% 325,107 $55.5M
Citadel Advisors 0.05% Add +468.8% 324,502 $55.4M
TD Asset Management Inc 0.05% Add +63.5% 320,934 $54.8M
Macquarie Group Ltd. 0.06% Reduce -43.5% 303,921 $51.9M
American Century Companies Inc. 0.03% Add +22.4% 302,422 $51.6M
Jennison Associates LLC 0.03% Reduce -24.8% 297,653 $50.8M
Old Republic International Corp. 1.91% No change 284,500 $48.6M
Corient Private Wealth LP 0.08% Reduce -13.8% 275,586 $47.0M
Commonwealth Equity Services, LLC 0.08% Reduce -5.0% 267,812 $45.7M
Raymond James Financial Services Advisors, Inc. 0.07% Reduce -5.7% 266,859 $45.6M
Korea Investment CORP 0.12% Reduce -7.1% 266,858 $45.5M
Prudential Financial Inc. 0.06% Reduce -53.8% 266,519 $45.5M
AXA S.A. 0.13% Reduce -11.5% 253,486 $43.3M
Bornite Capital Management LP 7.24% Add +65.2% 253,100 $43.2M
Assenagon Asset Management S.A. 0.11% Add +29.9% 251,926 $43.0M
ExodusPoint Capital Management, LP 0.53% New 251,545 $42.9M
Schroder Investment Management Group 0.05% Add +43.9% 239,072 $40.8M
Northwestern Mutual Wealth Management Co. 0.04% Reduce -0.1% 234,892 $40.1M
Canada Pension Plan Investment Board 0.04% Reduce -31.3% 234,059 $40.0M
Westwood Holdings Group Inc. 0.31% New 231,516 $39.5M
Sei Investments Co. 0.06% Add +11.8% 229,995 $39.3M
Adage Capital Partners Gp, L.L.C. 0.07% Add +11.6% 223,900 $38.2M
Wilsey Asset Management Inc. 7.72% Add +0.2% 221,946 $37.9M
BI Asset Management Fondsmaeglerselskab A/S 0.71% Reduce -3.0% 219,549 $37.5M
State of Wisconsin Investment Board 0.10% Reduce -2.8% 219,310 $37.4M
Mirae Asset Global Investments Co., Ltd. 0.08% Add +47.2% 233,125 $37.2M
Country Trust Bank 0.96% Reduce -14.8% 217,400 $37.1M
US Bancorp \de 0.05% Reduce -1.6% 207,629 $35.4M
Yaupon Capital Management LP 3.05% Add +234.5% 207,000 $35.3M
HighTower Advisors, LLC 0.06% Add +0.9% 201,904 $34.5M
Pictet Asset Management Holding SA 0.04% Reduce -6.4% 197,035 $33.6M
State of New Jersey Common Pension Fund D 0.10% Reduce -5.6% 194,296 $33.2M
Mackenzie Financial Corp. 0.05% Reduce -4.4% 189,994 $32.4M
Chevy Chase Trust Holdings, LLC 0.11% Reduce -0.7% 189,803 $32.4M
Pinnacle Financial Partners Inc 0.68% Add +1.9% 183,061 $31.2M
Whittier Trust Co. 0.45% Add +0.7% 181,891 $31.0M
Solus Alternative Asset Management LP 10.52% No change 180,977 $30.9M
United Services Automobile Association 0.74% No change 175,461 $29.9M
Empowered Funds, LLC 0.54% Reduce -2.1% 175,231 $29.9M
Cullen/Frost Bankers, Inc. 0.44% Reduce -3.2% 174,193 $29.7M
Danske Bank A/S 0.09% — 174,160 $29.7M
EP Wealth Advisors, LLC 0.35% Reduce -45.9% 174,036 $29.7M
Public Employees Retirement System of Ohio 0.12% Reduce -5.1% 173,841 $29.7M
Aviva PLC 0.10% Add +18.1% 173,689 $29.6M
Recurrent Investment Advisors LLC 3.39% Reduce -0.3% 171,200 $29.2M
DekaBank Deutsche Girozentrale 0.05% Add +0.2% 175,647 $29.2M
Federated Hermes, Inc. 0.07% Reduce -4.4% 165,578 $28.3M
PNC Financial Services Group, Inc. 0.02% Reduce -5.3% 163,684 $27.9M
Treasurer of the State of North Carolina 0.12% Add +1.4% 163,159 $27.9M
Simplex Trading, LLC 0.79% Add +130.6% 159,424 $27.2M
Crossmark Global Holdings, Inc. 0.53% Reduce -0.5% 159,358 $27.2M
Natixis Advisors, LLC 0.06% Add +8.2% 158,846 $27.1M
STRS Ohio 0.11% Reduce -4.3% 157,585 $26.9M
Sonora Investment Management Group, LLC 2.10% Add +1.4% 156,223 $26.7M
Candriam S.C.A. 0.17% Reduce -6.7% 151,912 $25.9M
State of Tennessee, Department of Treasury 0.09% Reduce -11.2% 146,544 $25.0M
Osaic Holdings, Inc. 0.06% Reduce -32.6% 146,160 $25.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.09% Reduce -1.6% 146,017 $24.9M
Badgley Phelps Wealth Managers, LLC 0.62% Add +1.8% 145,663 $24.9M
Capital Advisors Inc. 0.50% Reduce -3.7% 135,502 $23.1M
Nisa Investment Advisors, LLC 0.15% Reduce -1.7% 135,109 $23.1M
Applied Finance Capital Management, LLC 1.60% Add +11.0% 133,025 $22.7M
Ninety One UK Ltd 0.06% Reduce -63.2% 129,874 $22.2M
Castleark Management LLC 0.92% Add +1936.1% 129,700 $22.1M
Guinness Asset Management LTD 0.46% Reduce -15.4% 129,731 $22.1M
GMO 0.08% Add +67.1% 128,896 $22.0M
Asset Management One Co., Ltd. 0.08% Reduce -16.7% 127,523 $21.8M
Teacher Retirement System of Texas 0.14% Add +3.0% 127,117 $21.7M
Nomura Asset Management Co. Ltd. 0.08% Reduce -2.3% 126,985 $21.7M
Degroof Petercam Asset Management 0.26% Reduce -16.2% 126,100 $21.5M
Los Angeles Capital Management LLC 0.07% Reduce -27.5% 122,445 $20.9M
CHURCHILL MANAGEMENT Corp 0.26% Reduce -1.3% 121,535 $20.7M
National Bank of Canada 0.04% Reduce -54.3% 132,794 $20.7M
Cinctive Capital Management LP 1.06% Add +109.8% 120,373 $20.5M
D. E. Shaw & Co. 0.03% Reduce -29.7% 119,369 $20.4M
Guggenheim Capital LLC 0.14% Reduce -8.6% 119,127 $20.3M
Mariner, LLC 0.04% Add +6.0% 118,750 $20.3M
Man Group plc 0.06% Reduce -45.9% 118,031 $20.1M
Rafferty Asset Management, LLC 0.07% Reduce -20.4% 116,499 $19.9M
Resona Asset Management Co.,Ltd. 0.12% — 115,347 $19.7M
KGH Ltd 1.16% No change 115,220 $19.7M
Cetera Investment Advisers 0.04% Add +78.1% 110,825 $18.9M
Foster Victor Wealth Advisors, LLC 1.72% Reduce -12.1% 106,763 $18.9M
Toronto Dominion Bank 0.03% Reduce -6.5% 106,364 $18.2M
AMF Tjanstepension AB 0.14% No change 106,205 $18.1M
State of Michigan Retirement System 0.10% Add +0.1% 106,162 $18.1M
Wealth Enhancement Advisory Services, LLC 0.05% Add +31.2% 106,046 $18.1M
Varma Mutual Pension Insurance Co 0.15% Add +537.9% 102,700 $17.5M
Mediolanum International Funds Ltd 0.28% — 104,312 $17.5M
Sagefield Capital LP 2.12% Add +32.6% 101,466 $17.3M
Empire Life Investments Inc. 1.06% Reduce -41.2% 101,060 $17.2M
Groupama Asset Managment 0.32% Reduce -19.0% 97,304 $17.2M
Cerity Partners LLC 0.05% Add +70.8% 100,396 $17.1M
Spirit of America Management Corp. 3.43% Reduce -11.4% 99,834 $17.0M
NorthCrest Asset Manangement, LLC 0.58% Add +1.2% 99,611 $17.0M
Balyasny Asset Management L.P. 0.04% Add +402.3% 99,100 $16.9M
Bridgeway Capital Management, LLC 0.35% Add +3.7% 98,950 $16.9M
Walleye Capital LLC 0.20% Add +472.1% 98,369 $16.8M
Arizona State Retirement System 0.12% Reduce -1.7% 97,699 $16.7M
Point72 Asset Management 0.05% Reduce -57.0% 97,090 $16.6M
Janney Montgomery Scott LLC 0.05% Reduce -15.8% 96,604 $16.5M
Erste Asset Management GmbH 0.22% Reduce -0.8% 96,000 $16.4M
American International Group, Inc. 0.06% Reduce -0.5% 93,950 $16.0M
Sound Income Strategies, LLC 1.18% Reduce -25.4% 92,889 $15.9M
Westchester Capital Management, Inc. 3.85% Reduce -1.1% 89,854 $15.3M
Summit Financial Wealth Advisors, LLC 3.08% Reduce -0.9% 89,077 $15.2M
AE Wealth Management LLC 0.17% Reduce -33.8% 88,530 $15.1M
Achmea Investment Management B.V. 0.29% Reduce -0.5% 88,420 $15.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Reduce -41.3% 88,070 $15.0M
Richard C. Young & CO., LTD. 1.86% Reduce -2.4% 86,614 $14.8M
Comerica Bank 0.06% Add +3.8% 86,182 $14.7M
Adams Natural Resources Fund, Inc. 2.07% No change 86,000 $14.7M
Kwmg, LLC 1.60% Add +0.2% 85,751 $14.6M
Advisors Asset Management, Inc. 0.28% Add +0.7% 85,143 $14.5M
Captrust Financial Advisors 0.05% Reduce -28.0% 84,809 $14.5M
D.A. Davidson & Co. 0.13% Reduce -8.2% 83,359 $14.2M
Jefferies Financial Group Inc. 0.31% Reduce -2.6% 82,214 $14.0M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 2.16% Reduce -1.6% 82,064 $14.0M
First National Trust Co 0.57% Reduce -2.1% 81,749 $14.0M
Schwerin Boyle Capital Management Inc. 1.38% No change 81,000 $13.8M
Two Sigma Advisers, LP 0.03% Reduce -50.1% 79,900 $13.6M
FORA Capital, LLC 1.12% New 79,798 $13.6M
MetLife Investment Management, LLC 0.09% Reduce -3.5% 79,695 $13.6M
Cibc World Markets Corp. 0.09% Reduce -39.7% 79,389 $13.6M
SVB Wealth LLC 0.29% Reduce -47.5% 76,100 $13.0M
Oakworth Capital, Inc. 0.98% Add +7.5% 75,956 $13.0M
Whittier Trust Co. of Nevada Inc. 0.37% Add +3.0% 75,826 $12.9M
Retirement Systems of Alabama 0.05% Add +0.1% 75,144 $12.8M
Quantitative Investment Management, LLC 0.75% Add +24.8% 74,960 $12.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.09% Add +0.3% 74,739 $12.8M
LMCG Investments, LLC 0.75% Reduce -7.0% 74,220 $12.7M
Busey Bank 0.45% Add +1.3% 74,051 $12.6M
Manning & Napier Group, LLC 0.16% Reduce -8.6% 73,944 $12.6M
QRG Capital Management, Inc. 0.16% Add +30.5% 73,803 $12.6M
Creative Planning 0.01% Add +9.2% 73,627 $12.6M
Calamos Advisors LLC 0.09% Reduce -2.5% 73,091 $12.5M
Bridgewater Associates 0.06% Add +95.6% 72,822 $12.4M
Rockefeller Capital Management L.P. 0.04% Add +28.3% 72,420 $12.4M
Adams Asset Advisors, LLC 1.65% Reduce -0.4% 72,395 $12.4M
Cambria Investment Management, L.P. 0.73% Reduce -16.9% 71,745 $12.2M
Wealthfront Advisers LLC 0.04% Reduce -1.8% 71,735 $12.2M
Pinnacle Associates Ltd. 0.19% Add +0.3% 71,692 $12.2M
Texas Permanent School Fund Corp. 0.09% Add +0.1% 70,403 $12.0M
Amalgamated Bank 0.10% Reduce -21.3% 70,055 $12.0M
United Capital Management of KS, Inc. 2.72% Add +2.2% 69,607 $11.9M
Meeder Asset Management Inc. 0.75% Add +36.7% 69,462 $11.9M
Illinois Municipal Retirement Fund 0.18% Reduce -20.3% 68,687 $11.7M
IFM Investors Pty Ltd 0.13% Reduce -2.1% 68,346 $11.7M
Socorro Asset Management LP 4.44% Reduce -9.5% 68,037 $11.6M
Storebrand Asset Management As 0.04% Reduce -4.8% 67,856 $11.6M
Cambridge Investment Research Advisors, Inc. 0.04% Add +2.7% 67,622 $11.5M
Barings LLC 0.28% Add +38.7% 65,833 $11.2M
Xponance LLC 0.12% Add +3.7% 65,737 $11.2M
Intech Investment Management LLC 0.16% Reduce -70.5% 65,669 $11.2M
Pinebridge Investments, L.P. 0.09% Add +27.0% 64,909 $11.1M
Adell Harriman & Carpenter Inc. 0.89% Add +2.6% 63,650 $10.9M
Mercer Global Advisors Inc. 0.03% Add +32.7% 63,470 $10.8M
swisspartners Advisors Ltd 8.85% Add +1.4% 69,710 $10.7M
Arvest Trust Co. N A 0.61% Reduce -8.0% 62,823 $10.7M
Wellington Management Group LLP 0.00% Add +73.1% 62,770 $10.7M
Paradiem, LLC 2.64% Add +11.1% 62,653 $10.7M
Duff & Phelps Investment Management Co. 0.13% Add +1029.2% 62,615 $10.7M
DNB Asset Management AS 0.06% Reduce -28.9% 62,037 $10.6M
CIBC Asset Management Inc 0.04% Add +1.4% 61,918 $10.6M
ProShare Advisors LLC 0.03% Reduce -8.3% 61,686 $10.5M
State of Alaska, Department of Revenue 0.12% Reduce -11.2% 61,479 $10.5M
Summa Corp. 5.72% Add +8.9% 61,400 $10.5M
Bollard Group LLC 0.31% Add +3.3% 60,902 $10.4M
Beacon Pointe Advisors, LLC 0.12% Add +4.9% 60,786 $10.4M
Banco Santander, S.A. 0.12% Add +10.7% 60,192 $10.3M
Auxier Asset Management LLC 1.56% Reduce -0.4% 59,953 $10.2M
Commerce Bank 0.07% Reduce -9.4% 59,940 $10.2M
Czech National Bank 0.13% Add +0.5% 59,903 $10.2M
Willis Investment Counsel 0.69% No change 59,117 $10.1M
Utah Retirement Systems 0.12% No change 58,904 $10.1M
Summit Street Capital Management, LLC 3.85% No change 58,698 $10.0M
Hennessy Advisors Inc. 0.42% Add +27.2% 58,450 $10.0M
Community Bank & Trust, Waco, Texas 2.45% Add +2.6% 58,422 $10.0M
Tidal Investments LLC 0.17% Add +59.0% 58,632 $10.0M
Hutchinson Capital Management 2.02% Add +0.1% 58,332 $10.0M
Gabelli Funds LLC 0.07% Reduce -15.3% 57,500 $9.8M
Public Sector Pension Investment Board 0.07% Add +10.5% 56,488 $9.6M
Fiduciary Trust Co 0.15% Reduce -0.3% 56,166 $9.6M
Bailard, Inc. 0.26% Add +0.3% 55,743 $9.5M
Yousif Capital Management, LLC 0.10% Reduce -3.1% 55,493 $9.5M
Winmill & Co. Inc. 2.68% New 55,218 $9.4M
Washington Trust Bank 0.88% Reduce -6.3% 54,384 $9.3M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.34% Add +1.9% 54,353 $9.3M
Cibc World Market Inc. 0.02% Add +16.6% 53,955 $9.2M
Stephens Inc. 0.14% Reduce -1.2% 53,094 $9.1M
Glenview Trust Co 0.19% Reduce -0.8% 53,037 $9.1M
Mutual of America Capital Management LLC 0.10% Reduce -0.7% 52,939 $9.0M
O'Brien Greene & Co. Inc 2.94% Add +0.9% 52,244 $8.9M
New York Life Investment Management LLC 0.09% Reduce -3.7% 51,551 $8.8M
Central Bank & Trust Co. 1.24% Reduce -5.1% 51,096 $8.7M
Agf Management Ltd. 0.05% Reduce -31.4% 50,412 $8.6M
MML Investors Services, LLC 0.04% Reduce -5.7% 50,064 $8.5M
Janus Henderson Group PLC 0.00% Reduce -1.6% 49,268 $8.4M
Knights of Columbus Asset Advisors LLC 0.61% New 49,101 $8.4M
Petredis Investment Advisors LLC 1.00% Add +2.8% 49,015 $8.4M
Public Employees Retirement Association of Colorado 0.04% Reduce -10.9% 48,861 $8.3M
Laurion Capital Management LP 0.23% Add +373.8% 48,800 $8.3M
Kestra Advisory Services, LLC 0.06% Add +7.0% 48,781 $8.3M
Avantax Advisory Services, Inc. 0.07% Add +6.0% 48,625 $8.3M
Avantax Planning Partners, Inc. 0.27% Add +236.9% 48,374 $8.3M
Carmel Capital Management L.L.C. 3.38% Add +0.4% 48,191 $8.2M
Glenmede Trust Co. NA 0.04% Add +10.8% 48,169 $8.2M
JCIC Asset Management Inc. 3.38% Add +0.3% 48,090 $8.2M
LBP Am SA 0.32% Reduce -9.4% 47,646 $8.1M
Patton Albertson Miller Group, LLC 1.21% Add +4.9% 47,229 $8.1M
Westbourne Investment Advisors, Inc. 2.94% Add +3.0% 46,867 $8.0M
Texas Yale Capital Corp. 0.35% No change 46,578 $8.0M
James Investment Research, Inc. 0.93% Reduce -1.5% 45,748 $7.8M
Annex Advisory Services, LLC 0.28% Reduce -18.7% 45,652 $7.8M
Narwhal Capital Management 0.76% Reduce -16.5% 45,290 $7.7M
Leeward Investments, LLC - MA 0.34% Add +4.0% 45,277 $7.7M
Private Advisor Group, LLC 0.05% Reduce -3.5% 44,700 $7.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +15.2% 44,243 $7.6M
Cincinnati Specialty Underwriters Insurance CO 2.37% No change 44,133 $7.5M
Atria Investments, Inc 0.10% Add +2.9% 43,442 $7.4M
Cambridge Financial Group, Inc. 3.27% Add +1.4% 43,180 $7.4M
Burney Co./ 0.27% Add +1.4% 42,194 $7.2M
SG Americas Securities, LLC 0.04% Add +22.1% 41,958 $7.2M
Redwood Investment Management, LLC 0.68% Reduce -17.1% 41,728 $7.1M
American National Bank & Trust 0.93% Add +10.6% 40,943 $7.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Add +0.3% 40,776 $7.0M
Bell & Brown Wealth Advisors, LLC 2.98% Reduce -1.1% 40,766 $7.0M
Oppenheimer & Co. Inc. 0.12% Add +14.5% 40,707 $6.9M
Carlson Capital, L.P. 0.56% Reduce -5.1% 40,600 $6.9M
Donaldson Capital Management, LLC 0.29% Reduce -84.0% 40,537 $6.9M
Nissay Asset Management Corp. /Japan 0.05% Reduce -6.9% 40,408 $6.9M
Pathstone Holdings, LLC 0.03% Reduce -2.1% 40,105 $6.8M
Semper Augustus Investments 1.25% Add +4.1% 40,066 $6.8M
Moore Capital Management, LP 0.15% New 40,000 $6.8M
Fusion Capital, LLC 3.12% Add +2.2% 39,972 $6.8M
Northwest Bancshares, Inc. 1.06% Add +6.0% 39,378 $6.7M
Blair William & Co. 0.02% Reduce -0.8% 39,204 $6.7M
Avitas Wealth Management LLC 1.01% Add +1.5% 38,982 $6.7M
BTC Capital Management, Inc. 0.60% — 38,173 $6.5M
Sienna Gestion 0.56% — 38,013 $6.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Reduce -0.1% 37,983 $6.5M
WP Advisors, LLC 2.10% Reduce -0.5% 37,484 $6.4M
S.E.E.D. Planning Group LLC 2.30% Reduce -4.9% 36,975 $6.3M
Bessemer Group Inc. 0.01% Reduce -0.1% 36,951 $6.3M
Vanguard Personalized Indexing Management, LLC 0.14% Add +5.6% 36,925 $6.3M
Advisory Services Network, LLC 0.14% Add +5.7% 36,920 $6.3M
Elo Mutual Pension Insurance Co 0.15% Add +17.6% 36,272 $6.2M
Eagle Asset Management Inc. 0.03% Add +6.6% 35,476 $6.1M
Hartree Partners, LP 1.59% New 35,800 $6.1M
Daiwa Securities Group Inc. 0.03% Add +12.6% 35,635 $6.1M
Praxis Investment Management Inc. 0.40% Add +7.1% 35,310 $6.0M
Capital Investment Advisors, LLC 0.14% Reduce -2.5% 34,781 $5.9M
Silvant Capital Management LLC 0.28% Reduce -8.9% 34,532 $5.9M
MassMutual Private Wealth & Trust, FSB 0.18% Add +0.8% 34,518 $5.9M
NewSquare Capital LLC 0.52% Add +1.3% 34,761 $5.9M
Thomasville National Bank 0.48% Add +1.1% 34,133 $5.8M
Martingale Asset Management L P 0.12% Add +37.0% 34,058 $5.8M
B. Metzler seel. Sohn & Co. AG 0.06% Reduce -19.0% 33,748 $5.8M
Douglas Lane & Associates, LLC 0.08% Reduce -0.7% 33,247 $5.7M
Foundations Investment Advisors, LLC 0.15% Reduce -0.9% 33,186 $5.7M
Integrated Wealth Concepts LLC 0.08% Add +15.2% 32,846 $5.6M
DAVENPORT & Co LLC 0.03% Add +87.5% 32,493 $5.5M
Gotham Asset Management 0.08% Add +33.8% 31,978 $5.5M
Forvis Mazars Wealth Advisors, LLC 0.14% Add +2.1% 31,765 $5.4M
Benson Investment Management Company, Inc. 2.30% Reduce -3.2% 31,664 $5.4M
Two Sigma Securities, LLC 0.26% Add +13.9% 31,569 $5.4M
Phoenix Financial Ltd. 0.07% Add +9.4% 31,125 $5.3M
Highland Capital Management, LLC 0.30% Reduce -1.2% 31,071 $5.3M
Stratos Wealth Partners, LTD. 0.09% Reduce -11.3% 30,940 $5.3M
Gulf International Bank (UK) Ltd 0.13% Reduce -0.2% 30,923 $5.3M
Cubist Systematic Strategies, LLC 0.06% New 30,838 $5.3M
Investment Management Corp of Ontario 0.16% Reduce -51.6% 30,799 $5.3M
Hourglass Capital, LLC 1.58% No change 30,700 $5.2M
Railway Pension Investments Ltd 0.05% No change 30,700 $5.2M
Montgomery Investment Management Inc. 1.95% Reduce -34.6% 29,890 $5.1M
Atria Wealth Solutions, Inc. 0.06% Add +21.4% 29,458 $5.0M
Thoroughbred Financial Services, LLC 0.48% Reduce -18.4% 29,236 $5.0M
J. W. Coons Advisors, LLC 0.88% Reduce -0.3% 29,184 $5.0M
Hamilton Capital Partners Inc. 0.60% New 29,131 $5.0M
Oregon Public Employees Retirement Fund 0.10% Reduce -53.8% 29,124 $5.0M
Teachers Retirement System of the State of Kentucky 0.04% Reduce -7.3% 29,117 $5.0M
USS Investment Management Ltd 0.04% No change 29,000 $5.0M
Hudson Capital Management LLC 1.76% Reduce -0.7% 28,763 $4.9M
Catalyst Funds Management Pty Ltd 1.34% — 28,200 $4.8M
Wright Investors Service Inc. 1.21% Reduce -3.0% 28,069 $4.8M
Community Financial Services Group, LLC 1.09% — 27,964 $4.8M
FIL Ltd 0.00% New 27,862 $4.8M
Steward Partners Investment Advisory, LLC 0.05% Reduce -3.5% 27,841 $4.8M
CENTRAL TRUST Co 0.12% Reduce -1.1% 27,235 $4.6M
IMA Advisory Services, Inc. 2.20% Reduce -11.0% 27,234 $4.6M
Overbrook Management Corp 1.24% New 27,012 $4.6M
Sunbelt Securities, Inc. 0.51% Reduce -1.4% 26,955 $4.6M
Shepherd Financial Partners LLC 0.60% Add +2.6% 26,904 $4.6M
Hohimer Wealth Management, LLC 1.07% Reduce -0.1% 26,736 $4.6M
Jessup Wealth Management, Inc 1.93% New 26,389 $4.5M
Alaska Permanent Fund Corp 0.07% Reduce -19.0% 26,344 $4.5M
Resources Management Corp. /CT/ 0.65% Reduce -10.1% 26,005 $4.4M
Stanley-Laman Group, Ltd. 0.57% Add +0.4% 25,969 $4.4M
Kentucky Retirement Systems 0.13% Reduce -5.1% 25,855 $4.4M
Maryland State Retirement & Pension System 0.09% No change 26,420 $4.4M
Beacon Investment Advisory Services, Inc. 0.19% Add +5.3% 25,408 $4.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.05% Add +94.4% 25,195 $4.3M
Pearl River Capital, LLC 0.68% Reduce -15.5% 25,125 $4.3M
Uniplan Investment Counsel, Inc. 0.34% Reduce -14.0% 25,077 $4.3M
CSU Producer Resources, Inc. 14.06% No change 25,059 $4.3M
Paragon Associates & Paragon Associates II Joint Venture 7.61% New 25,000 $4.3M
Welch & Forbes LLC 0.06% No change 24,593 $4.2M
Diversified Trust Co. 0.13% Add +150.7% 24,555 $4.2M
iA Global Asset Management Inc. 0.09% Reduce -36.4% 24,356 $4.2M
Ilmarinen Mutual Pension Insurance Co 0.05% Reduce -45.9% 24,308 $4.1M
NewEdge Advisors, LLC 0.04% Add +8.2% 24,289 $4.1M
Pine Valley Investments Ltd Liability Co 0.32% Reduce -1.5% 23,967 $4.1M
First National Bank of Mount Dora, Trust Investment Services 1.00% Add +1.2% 23,958 $4.1M
Old Second National Bank of Aurora 1.05% Reduce -2.7% 23,764 $4.1M
Savant Capital, LLC 0.05% Add +101.8% 23,742 $4.1M
Credit Agricole S A 0.07% Add +116.2% 24,857 $4.0M
Swiss Life Asset Management Ltd 0.06% Reduce -55.9% 23,508 $4.0M
Federation des caisses Desjardins du Quebec 0.03% Reduce -17.8% 25,223 $4.0M
Cypress Capital Group 0.48% Add +2.0% 23,264 $4.0M
Cresset Asset Management, LLC 0.02% Add +2.2% 23,216 $4.0M
Intact Investment Management Inc. 0.15% Reduce -2.5% 23,000 $3.9M
Focus Partners Wealth 0.03% Add +125.2% 22,981 $3.9M
Mathes Company, Inc. 1.48% Reduce -1.8% 22,970 $3.9M
Bahl & Gaynor LLC 0.02% Reduce -0.1% 22,012 $3.8M
Hartford Investment Management Co. 0.13% Reduce -4.2% 21,999 $3.8M
DRW Securities, LLC 0.21% Add +730.8% 21,891 $3.7M
GTS Securities LLC 0.10% Add +141.1% 21,856 $3.7M
Dana Investment Advisors, Inc. 0.12% New 21,773 $3.7M
Geneos Wealth Management Inc. 0.17% Reduce -0.1% 21,481 $3.7M
Red Cedar Investment Management, LLC 0.46% No change 21,466 $3.7M
Independent Advisor Alliance 0.13% Add +6.4% 21,332 $3.6M
Thrivent Financial for Lutherans 0.01% Add +3.1% 21,240 $3.6M
NatWest Group plc 1.39% Reduce -17.4% 21,129 $3.6M
Vinva Investment Management Ltd 0.20% Add +22.1% 20,958 $3.6M
Empirical Finance, LLC 0.22% Add +2.1% 20,943 $3.6M
Navellier & Associates Inc. 0.43% Reduce -69.0% 20,375 $3.5M
Securian Asset Management, Inc. 0.10% Reduce -7.0% 20,051 $3.4M
Canal Insurance CO 0.88% No change 20,000 $3.4M
Waratah Capital Advisors Ltd. 0.18% New 20,000 $3.4M
HITE Hedge Asset Management LLC 0.34% Add +66.3% 19,999 $3.4M
Louisiana State Employees Retirement System 0.07% Reduce -3.9% 19,800 $3.4M
Orion Porfolio Solutions, LLC 0.04% Add +8.2% 19,666 $3.4M
Orion Portfolio Solutions, LLC 0.04% Add +8.2% 19,666 $3.4M
Continuum Advisory, LLC 0.50% Add +40.2% 21,048 $3.3M
WINTON GROUP Ltd 0.24% Add +322.7% 19,580 $3.3M
U.S. Capital Wealth Advisors, LLC 0.13% Add +0.3% 19,530 $3.3M
Twin Capital Management Inc. 0.41% Reduce -5.6% 19,500 $3.3M
Regions Financial Corp. 0.03% Add +1.0% 19,491 $3.3M
Community Trust & Investment Co. 0.23% Reduce -2.7% 19,162 $3.3M
Argonautica Private Wealth Management, Inc. 1.17% Add +1.3% 19,159 $3.3M
Kestra Private Wealth Services, LLC 0.07% Reduce -8.4% 19,091 $3.3M
FineMark National Bank & Trust 0.12% Reduce -4.5% 18,849 $3.2M
Envestnet Portfolio Solutions, Inc. 0.01% Add +54.4% 18,717 $3.2M
Bragg Financial Advisors, Inc 0.14% Reduce -1.5% 18,409 $3.1M
Genus Capital Management Inc. 0.41% — 18,400 $3.1M
Convergence Investment Partners, LLC 1.19% Add +5.5% 18,275 $3.1M
Graypoint LLC 0.22% Reduce -0.9% 18,045 $3.1M
Viking Fund Management LLC 0.56% Reduce -40.0% 18,000 $3.1M
Compagnie Lombard Odier SCmA 0.05% No change 18,000 $3.1M
SteelPeak Wealth, LLC 0.16% Reduce -78.1% 17,800 $3.0M
First Merchants Corp. 0.23% Reduce -0.6% 17,544 $3.0M
Bokf, NA 0.05% Add +402.7% 17,303 $3.0M
Bristlecone Advisors, LLC 0.26% Add +2.1% 17,388 $3.0M
Brown Advisory Inc. 0.00% Reduce -10.6% 17,149 $2.9M
Trilogy Capital Inc. 0.17% New 17,137 $2.9M
Fruth Investment Management 0.76% Reduce -0.1% 17,125 $2.9M
Scotia Capital Inc. 0.02% Reduce -8.9% 17,122 $2.9M
New Mexico Educational Retirement Board 0.10% Reduce -9.0% 17,116 $2.9M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -48.3% 17,062 $2.9M
Qsemble Capital Management, LP 0.62% Add +287.3% 16,670 $2.8M
Axxcess Wealth Management, LLC 0.08% Reduce -6.1% 16,547 $2.8M
Profund Advisors LLC 0.11% Reduce -24.8% 16,535 $2.8M
Miller Howard Investments Inc. 0.09% Reduce -2.6% 16,355 $2.8M
Roundview Capital LLC 0.23% Reduce -1.6% 16,302 $2.8M
Jacobi Capital Management LLC 0.26% Add +3.9% 16,299 $2.8M
Old National Bancorp 0.07% Add +3.8% 16,242 $2.8M
Banque Cantonale Vaudoise 0.11% Reduce -0.9% 16,224 $2.8M
Arbor Capital Management Inc. 2.62% Reduce -23.0% 17,571 $2.8M
King Luther Capital Management Corp. 0.01% Reduce -2.6% 16,180 $2.8M
Beacon Investment Advisors LLC 1.57% Add +3.4% 16,123 $2.8M
Hanson & Doremus Investment Management 0.47% Reduce -3.6% 16,006 $2.7M
Orleans Capital Management Corp. 1.77% Reduce -12.8% 15,835 $2.7M
Sequoia Financial Advisors, LLC 0.03% Add +12.9% 15,834 $2.7M
Courier Capital LLC 0.20% Reduce -0.8% 15,829 $2.7M
Inscription Capital, LLC 0.44% Add +10.4% 15,731 $2.7M
Caldwell Trust Co 0.31% Reduce -3.7% 15,563 $2.7M
Fulton Bank, N.A. 0.11% Reduce -3.2% 15,535 $2.7M
Peapack Gladstone Financial Corp. 0.04% Reduce -1.6% 15,514 $2.6M
Metis Global Partners, LLC 0.10% Reduce -4.0% 15,490 $2.6M
Synovus Financial Corp. 0.03% Add +9.0% 15,394 $2.6M
MAI Capital Management 0.03% Add +7.5% 15,307 $2.6M
Thomist Capital Management, LP 1.09% Reduce -55.8% 15,300 $2.6M
Banco de Sabadell, S.A 1.94% Reduce -1.4% 15,233 $2.6M
Cwm, LLC 0.01% Add +21.0% 15,051 $2.6M
Sandy Spring Bank 0.12% Add +0.5% 15,007 $2.6M
CIBC Private Wealth Group LLC 0.01% Add +9.1% 14,820 $2.6M
X-Square Capital, LLC 1.21% Add +32.6% 15,269 $2.5M
Unison Advisors LLC 0.25% Add +1.2% 14,923 $2.5M
Foster & Motley Inc. 0.18% Add +16.7% 14,921 $2.5M
Flputnam Investment Management Co. 0.05% Reduce -22.5% 14,847 $2.5M
Qube Research & Technologies Ltd 0.00% Reduce -98.8% 14,804 $2.5M
CI Investments Inc. 0.01% Reduce -28.1% 14,704 $2.5M
United Capital Financial Advisors, LLC 0.02% Reduce -3.2% 14,691 $2.5M
Covenant Asset Management, LLC 0.61% Add +0.4% 14,659 $2.5M
Accordant Advisory Group Inc 1.87% — 14,623 $2.5M
Park Avenue Securities LLC 0.03% Add +8.4% 14,602 $2.5M
Affinity Investment Advisors, LLC 1.81% Reduce -5.3% 14,507 $2.5M
Quadrant Private Wealth Management, LLC 0.63% Add +102.9% 14,506 $2.5M
Townsquare Capital LLC 0.04% Add +10.4% 14,471 $2.5M
Raymond James Trust N.A. 0.06% Add +4.1% 14,464 $2.5M
Williams Jones Wealth Management, LLC. 0.03% Add +15.9% 14,279 $2.4M
SYSTM Wealth Solutions LLC 0.31% New 14,230 $2.4M
Aquila Investment Management LLC 2.04% No change 14,000 $2.4M
Moseley Investment Management Inc. 1.18% Reduce -0.6% 13,966 $2.4M
Wealthspire Advisors, LLC 0.03% Reduce -1.0% 13,929 $2.4M
Syon Capital LLC 0.22% Add +1.6% 13,873 $2.4M
Centric Wealth Management 0.75% Add +7.4% 14,781 $2.4M
HB Wealth Management, LLC 0.03% Add +7.5% 13,832 $2.4M
Metropolitan Life Insurance Co 0.10% Reduce -0.9% 13,730 $2.3M
Vident Advisory, LLC 0.05% Reduce -9.8% 13,713 $2.3M
Fifth Third Bancorp 0.01% Reduce -6.8% 13,713 $2.3M
Barrow Hanley Mewhinney & Strauss LLC 0.01% Add +4.1% 13,681 $2.3M
Bar Harbor Wealth Management 0.16% No change 13,668 $2.3M
Cohen & Steers, Inc. 0.00% New 13,643 $2.3M
Exchange Capital Management, Inc. 0.38% Reduce -0.4% 13,521 $2.3M
Mgo One Seven LLC 0.12% Reduce -19.1% 13,427 $2.3M
Independent Solutions Wealth Management, LLC 0.54% Add +5.0% 13,263 $2.3M
Level Four Advisory Services, LLC 0.12% No change 17,407 $2.3M
First Trust Direct Indexing L.P. 0.17% Add +5.1% 13,223 $2.3M
Intrust Bank NA 0.24% Reduce -0.1% 13,162 $2.2M
UMB Bank, n.a. 0.04% Reduce -3.8% 12,946 $2.2M
Nemes Rush Group LLC 0.32% Reduce -1.1% 12,932 $2.2M
Mitchell & Pahl Private Wealth, LLC 1.16% Add +0.2% 12,907 $2.2M
Access Financial Services, Inc. 0.98% Add +0.1% 12,867 $2.2M
Abacus FCF Advisors LLC 0.55% Reduce -17.8% 12,848 $2.2M
Arvest Investments, Inc. 0.35% Add +126.2% 12,763 $2.2M
Steward Partners Investment Solutions, LLC 0.37% New 12,750 $2.2M
Mengis Capital Management, Inc. 0.34% Add +0.4% 12,746 $2.2M
Atlantic Union Bankshares Corp 0.18% Add +21.0% 12,548 $2.1M
MGB Wealth Management, LLC 0.87% No change 12,525 $2.1M
Argent Trust Co 0.10% Add +6.4% 12,455 $2.1M
StoneX Group Inc. 0.19% Add +5.0% 12,453 $2.1M
Moors & Cabot, Inc. 0.12% Add +1.1% 12,438 $2.1M
Paragon Capital Management Inc. 1.59% Add +19.4% 12,427 $2.1M
Ritholtz Wealth Management 0.07% Add +3.5% 12,324 $2.1M
Pinnacle Wealth Management Advisory Group, LLC 0.23% Add +0.3% 12,285 $2.1M
MRP Capital Investments, LLC 2.09% Reduce -4.6% 12,239 $2.1M
First Citizens Bank & Trust Co. 0.04% Add +144.2% 12,149 $2.1M
Norinchukin Bank, The 0.06% Reduce -1.4% 12,146 $2.1M
Quantinno Capital Management LP 0.04% Add +21.6% 12,108 $2.1M
Trustmark Bank Trust Department 0.17% Add +97.7% 12,100 $2.1M
Viawealth, LLC 1.29% Reduce -1.2% 12,068 $2.1M
Hennion & Walsh Asset Management, Inc. 0.11% Reduce -34.7% 12,046 $2.1M
Caption Management, LLC 0.23% Add +177.8% 12,000 $2.0M
Apollon Wealth Management, LLC 0.06% Add +62.2% 11,962 $2.0M
Johnson Investment Counsel Inc. 0.02% Add +6.8% 11,881 $2.0M
SeaCrest Wealth Management, LLC 0.25% Reduce -7.0% 11,867 $2.0M
Virtu Financial LLC 0.15% New 11,850 $2.0M
Farmers & Merchants Trust Co of Chambersburg PA 0.83% Reduce -6.3% 11,820 $2.0M
Becker Capital Management Inc. 0.07% Reduce -6.2% 11,649 $2.0M
Kingsview Wealth Management, LLC 0.05% Add +0.4% 11,643 $2.0M
Stablepoint Partners, LLC 0.40% Add +30.5% 11,604 $2.0M
TD Waterhouse Canada Inc. 0.01% Add +5.2% 10,905 $2.0M
Balentine LLC 0.06% Reduce -0.7% 11,534 $2.0M
Siemens Fonds Invest GmbH 0.15% Reduce -1.6% 11,517 $2.0M
Smartleaf Asset Management LLC 0.38% Reduce -10.8% 11,614 $1.9M
Wedbush Securities Inc. 0.07% Add +4.0% 11,302 $1.9M
Squarepoint Ops LLC 0.01% Reduce -96.3% 11,276 $1.9M
Kentucky Retirement Systems Insurance Trust Fund 0.13% Reduce -7.4% 11,235 $1.9M
Sapient Capital LLC 0.04% Reduce -5.2% 11,218 $1.9M
River Street Advisors LLC 1.29% Add +3.0% 11,215 $1.9M
Alaethes Wealth, LLC 0.84% Reduce -3.6% 11,213 $1.9M
Coastline Trust Co 0.23% Reduce -17.5% 11,207 $1.9M
Arosa Capital Management LP 1.30% New 11,200 $1.9M
Wolverine Trading, LLC 0.02% Add +384.7% 11,080 $1.9M
Benjamin F. Edwards & Company, Inc. 0.03% Reduce -0.3% 11,031 $1.9M
Vestcor Inc 0.06% Reduce -28.8% 11,026 $1.9M
Alberta Investment Management Corp 0.02% No change 11,000 $1.9M
Meiji Yasuda Asset Management Co Ltd. 0.08% Reduce -7.3% 10,928 $1.9M
PFG Investments, LLC 0.11% Add +401.7% 10,851 $1.9M
Northwestern Mutual Investment Management Company, LLC 0.05% Add +0.3% 10,803 $1.8M
UniSuper Management Pty Ltd 0.02% Add +223.1% 10,796 $1.8M
Estate Counselors, LLC 0.21% No change 10,785 $1.8M
Pitcairn Co. 0.12% Add +6.0% 10,708 $1.8M
Threadgill Financial, LLC 0.81% Reduce -49.6% 10,685 $1.8M
JT Stratford LLC 0.36% Reduce -9.2% 10,633 $1.8M
Ostrum Asset Management 0.14% Add +17.8% 10,574 $1.8M
Belpointe Asset Management LLC 0.14% Add +3.4% 10,573 $1.8M
Eisler Capital (UK) Ltd. 0.22% Add +132.6% 10,445 $1.8M
CreativeOne Wealth, LLC 0.07% Add +71.7% 10,321 $1.8M
MBM Wealth Consultants, LLC 0.61% Reduce -0.6% 10,208 $1.7M
Ieq Capital, LLC 0.03% Add +10.1% 10,189 $1.7M
Morse Asset Management, Inc 0.44% Add +4.5% 10,115 $1.7M
Energy Income Partners, LLC 0.04% Add +32.8% 10,116 $1.7M
Harvest Portfolios Group Inc. 0.07% Reduce -15.3% 10,103 $1.7M
Flagship Harbor Advisors, LLC 0.11% Add +4.3% 10,015 $1.7M
Lido Advisors, LLC 0.02% Add +13.2% 9,987 $1.7M
Simplicity Wealth,LLC 0.04% New 9,941 $1.7M
Peddock Capital Advisors, LLC 0.44% Add +2.2% 9,939 $1.7M
Smithbridge Asset Management Inc. 0.35% Reduce -4.6% 9,931 $1.7M
BCM Advisors, LLC 0.42% Add +0.5% 10,048 $1.7M
Great Valley Advisor Group, Inc. 0.05% Add +1.1% 9,827 $1.7M
Keeley-Teton Advisors, LLC 0.20% Reduce -2.7% 9,714 $1.7M
Heritage Trust Co 0.22% Add +6.1% 9,697 $1.7M
Wambolt & Associates, LLC 0.50% Add +25.7% 9,585 $1.7M
Constant Guidance Financial LLC 1.51% New 9,023 $1.6M
Capital Planning Advisors, LLC 0.29% Add +8.1% 9,531 $1.6M
Essex Investment Management Co. LLC 0.32% No change 9,519 $1.6M
B. Riley Wealth Advisors, Inc. 0.04% Add +2.2% 11,464 $1.6M
Prime Capital Investment Advisors, LLC 0.02% Reduce -23.7% 9,504 $1.6M
Legacy Bridge, LLC 0.94% No change 9,415 $1.6M
Verdence Capital Advisors LLC 0.15% Add +23.1% 9,388 $1.6M
Nations Financial Group Inc, /Ia/ 0.13% Add +0.6% 9,382 $1.6M
Evergreen Wealth Management, LLC 1.07% No change 9,279 $1.6M
Avidian Wealth Enterprises, LLC 0.08% Add +1.8% 9,258 $1.6M
Greenfield Savings Bank 0.83% Reduce -0.6% 9,210 $1.6M
Rakuten Investment Management, Inc. 0.01% Add +975.8% 9,155 $1.6M
Archford Capital Strategies, LLC 0.26% Reduce -0.0% 9,145 $1.6M
Great Lakes Retirement, Inc. 0.23% Add +2.2% 9,145 $1.6M
International Assets Investment Management, LLC 0.16% Add +12.0% 9,026 $1.6M
Fayez Sarofim & Co 0.00% Reduce -6.0% 9,073 $1.5M
First United Bank & Trust 0.57% Add +0.4% 9,023 $1.5M
Gateway Investment Advisers LLC 0.02% Add +30.0% 8,975 $1.5M
Fisher Asset Management 0.00% Reduce -9.3% 8,972 $1.5M
Citizens National Bank Trust Department 0.36% Reduce -4.1% 8,963 $1.5M
Advisory Resource Group 0.35% No change 8,915 $1.5M
Tokio Marine Asset Management Co. Ltd. 0.08% Add +2.9% 8,911 $1.5M
Keybank National Association 0.01% Reduce -15.0% 8,909 $1.5M
ProVise Management Group, LLC 0.13% Reduce -2.7% 8,864 $1.5M
Mitchell McLeod Pugh & Williams Inc. 0.36% Reduce -4.9% 8,864 $1.5M
Equitable Holdings, Inc. 0.02% Reduce -4.5% 8,849 $1.5M
Shorepoint Capital Partners LLC 0.37% Add +18.0% 8,788 $1.5M
Stiles Financial Services Inc 0.60% Add +15.3% 8,780 $1.5M
Fulcrum Equity Management 1.76% Reduce -0.5% 8,764 $1.5M
Grey Street Capital, LLC 0.20% New 8,746 $1.5M
Hancock Whitney Corp. 0.05% Reduce -9.8% 8,670 $1.5M
Daymark Wealth Partners, LLC 0.08% Add +0.6% 8,657 $1.5M
Providence Wealth Advisors, LLC 1.26% Add +2.9% 8,446 $1.5M
Crescent Sterling, Ltd. 1.34% No change 8,636 $1.5M
FinTrust Capital Advisors, LLC 0.28% Reduce -0.3% 8,571 $1.5M
NEOS Investment Management LLC 0.09% Add +76.1% 8,504 $1.5M
IFP Advisors, Inc 0.06% Add +7.8% 8,482 $1.4M
Douglass Winthrop Advisors, LLC 0.03% No change 8,477 $1.4M
Fidelis Capital Partners, LLC 0.22% Add +36.4% 8,463 $1.4M
Marino, Stram & Associates LLC 0.34% Add +0.9% 8,457 $1.4M
Retirement Guys Formula LLC 0.70% Add +8.2% 8,389 $1.4M
Moody National Bank Trust Division 0.11% Reduce -0.8% 8,328 $1.4M
CX Institutional 0.07% Reduce -69.9% 8,308 $1.4M
Bleakley Financial Group, LLC 0.04% Add +3.9% 8,287 $1.4M
MIdWestOne Financial Group, Inc. 0.25% Add +0.6% 8,214 $1.4M
Cadence Bank 0.10% Reduce -12.8% 8,210 $1.4M
Ashton Thomas Private Wealth, LLC 0.08% Reduce -1.9% 8,202 $1.4M
Roman Butler Fullerton & Co. 0.52% Reduce -4.4% 8,342 $1.4M
Stevens Capital Management LP 0.27% New 8,086 $1.4M
Jones Financial Companies LLLP 0.00% Add +82.8% 8,021 $1.4M
Neumann Capital Management, LLC 0.49% Reduce -3.6% 8,013 $1.4M
Kornitzer Capital Management Inc. 0.03% No change 8,000 $1.4M
Stratos Wealth Advisors, LLC 0.08% Reduce -81.4% 7,977 $1.4M
SPC Financial, Inc. 0.13% Reduce -0.6% 7,964 $1.4M
Kendall Capital Management 0.47% Reduce -4.8% 7,959 $1.4M
Confluence Wealth Services, Inc. 0.12% No change 7,950 $1.4M
Sheaff Brock Investment Advisors, LLC 0.11% Reduce -1.5% 7,915 $1.4M
Invst, LLC 0.16% Add +1.1% 7,785 $1.3M
Vontobel Holding Ltd. 0.01% Reduce -37.2% 7,863 $1.3M
Inspire Investing, LLC 0.14% Add +129.4% 7,863 $1.3M
Semanteon Capital Management, LP 0.86% Reduce -17.2% 7,854 $1.3M
Thrive Capital Management, LLC 0.71% New 7,826 $1.3M
Rodgers Brothers Inc. 0.18% Add +4.7% 7,815 $1.3M
Towle & Co. 0.16% No change 7,810 $1.3M
Mutual Advisors, LLC 0.04% Add +7.5% 7,778 $1.3M
Field & Main Bank 0.52% Reduce -1.7% 7,770 $1.3M
Buckingham Strategic Wealth, LLC 0.01% Add +123.0% 7,751 $1.3M
Realta Investment Advisors 0.27% Reduce -23.3% 7,695 $1.3M
Azzad Asset Management Inc. 0.15% New 7,692 $1.3M
Ballew Advisors, Inc 0.89% No change 7,300 $1.3M
Legacy Trust 0.32% Reduce -4.6% 7,504 $1.3M
GoalVest Advisory LLC 0.43% Add +1.3% 7,488 $1.3M
Godshalk Welsh Capital Management, Inc. 0.85% No change 7,425 $1.3M
Buckley Wealth Management, LLC 0.40% Reduce -0.1% 7,395 $1.3M
Ables, Iannone, Moore & Associates, Inc. 0.90% Reduce -1.1% 7,393 $1.3M
Good Life Advisors, LLC 0.11% Add +0.0% 7,360 $1.3M
Allworth Financial LP 0.01% Reduce -4.4% 7,289 $1.2M
Atlantic Edge Private Wealth Management, LLC 0.43% Add +4.3% 7,261 $1.2M
Coldstream Capital Management Inc. 0.03% Add +7.4% 7,180 $1.2M
Investors Research Corp 0.29% Reduce -27.4% 7,151 $1.2M
Bank of Nova Scotia Trust Co. 0.13% Reduce -2.0% 7,150 $1.2M
IHT Wealth Management, LLC 0.05% Reduce -12.1% 7,120 $1.2M
Wedmont Private Capital 0.09% Add +23.1% 6,880 $1.2M
Principal Securities, Inc. 0.04% Add +12.9% 7,100 $1.2M
Sigma Planning Corp 0.04% Add +76.3% 7,037 $1.2M
RBF Capital, LLC 0.07% No change 7,000 $1.2M
Qtron Investments LLC 0.17% No change 6,976 $1.2M
Perpetual Ltd 0.01% Reduce -10.7% 6,939 $1.2M
Tocqueville Asset Management L.P. 0.02% Add +0.0% 6,925 $1.2M
Inceptionr LLC 0.30% Add +137.5% 6,881 $1.2M
Verition Fund Management LLC 0.01% Reduce -19.0% 6,879 $1.2M
Ontario Teachers Pension Plan Board 0.01% Reduce -52.5% 6,877 $1.2M
Pekin Hardy Strauss, Inc. 0.16% Add +7.9% 6,860 $1.2M
Schonfeld Strategic Advisors LLC 0.01% Reduce -64.5% 6,840 $1.2M
SpiderRock Advisors, LLC 0.04% — 6,916 $1.2M
Fifth Third Wealth Advisors LLC 0.18% Add +2.4% 6,691 $1.1M
Personal Cfo Solutions, LLC 0.18% Add +2.9% 6,689 $1.1M
B.O.S.S. Retirement Advisors, LLC 0.43% Reduce -10.9% 8,666 $1.1M
Cornerstone Advisors, LLC 0.05% No change 6,600 $1.1M
Motco 0.07% Reduce -0.1% 6,592 $1.1M
Kingswood Wealth Advisors, LLC 0.13% Add +5.0% 6,536 $1.1M
Cooper Financial Group 0.18% Add +1.6% 6,526 $1.1M
Plato Investment Management Ltd 0.11% Add +971.0% 6,512 $1.1M
Linscomb Wealth, Inc. 0.06% Add +13.1% 6,443 $1.1M
Wahed Invest LLC 0.25% Add +11.1% 6,441 $1.1M
Rothschild Investment LLC 0.08% Add +0.4% 6,430 $1.1M
Sherbrooke Park Advisers LLC 0.21% Reduce -19.3% 6,415 $1.1M
Prospera Financial Services Inc 0.03% Add +11.2% 6,349 $1.1M
Financial Advocates Investment Management 0.06% Add +2.8% 6,329 $1.1M
Tiaa Trust, National Association 0.00% Add +7.7% 6,316 $1.1M
Fortem Financial Group, LLC 0.47% Add +3.3% 6,293 $1.1M
Smith, Moore & Co. 0.11% Reduce -5.2% 6,292 $1.1M
Atlas Capital Advisors Inc. 0.17% Reduce -2.0% 6,219 $1.1M
Independent Financial Group, LLC 0.05% Reduce -6.6% 6,205 $1.1M
Pinnacle Wealth Planning Services, Inc. 0.15% Add +0.0% 6,199 $1.1M
Ameritas Investment Partners, Inc. 0.04% Reduce -1.6% 6,184 $1.1M
Canal Capital Management, LLC 0.18% Add +0.6% 6,169 $1.1M
Cidel Asset Management Inc. 0.08% Add +7.1% 6,137 $1.0M
V-Square Quantitative Management LLC 0.15% No change 6,094 $1.0M
OVERSEA-CHINESE BANKING Corp Ltd 0.03% Add +28.0% 6,091 $1.0M
iSAM Funds (UK) Ltd 0.59% New 6,065 $1.0M
Measured Wealth Private Client Group, LLC 0.36% Reduce -1.1% 6,034 $1.0M
Sweet Financial Partners, LLC 0.24% Add +0.0% 6,001 $1.0M
Brookstone Capital Management 0.02% Add +0.3% 5,985 $1.0M
Parsons Capital Management Inc. 0.07% No change 5,961 $1.0M
Midwest Professional Planners, LTD. 0.36% New 5,944 $1.0M
L.M. Kohn & Company 0.28% Reduce -0.6% 5,909 $1.0M
Wesbanco Bank Inc. 0.04% New 5,896 $1.0M
Symmetry Partners, LLC 0.08% Reduce -5.9% 5,885 $1.0M
Virtus Advisers, LLC 0.53% Add +31.3% 5,868 $1.0M
Ballast, Inc. 0.32% Add +2.4% 5,846 $998K
Merit Financial Group, LLC 0.02% Add +23.3% 6,343 $995K
Drive Wealth Management, LLC 0.28% Add +1.1% 5,797 $990K
Cornerstone Advisory, LLC 0.14% Reduce -1.0% 5,793 $989K
Forum Financial Management, LP 0.02% Add +1.4% 5,782 $987K
Greenleaf Trust 0.01% Add +1.4% 5,773 $985K
Old Port Advisors 0.30% Reduce -0.5% 5,773 $985K
Lloyd Advisory Services, LLC. 0.21% New 5,755 $982K
Checchi Capital Advisers, LLC 0.08% Reduce -0.9% 5,751 $982K
Copperwynd Financial, LLC 0.35% Reduce -3.4% 5,749 $981K
Chesapeake Wealth Management 0.36% Reduce -3.1% 5,718 $976K
Choreo, LLC 0.03% Add +3.1% 5,714 $975K
Wintrust Investments LLC 0.09% Reduce -0.4% 5,689 $971K
Elevation Point Wealth Partners, LLC 0.07% New 5,679 $969K
Segment Wealth Management, LLC 0.07% Add +27.0% 5,666 $967K
Koshinski Asset Management, Inc. 0.10% Reduce -27.8% 5,609 $957K
Wilbanks Smith & Thomas Asset Management LLC 0.03% Reduce -1.3% 5,569 $951K
CSS LLC 0.23% Add +22.2% 5,500 $939K
Snowden Capital Advisors LLC 0.03% Add +34.0% 5,492 $937K
Florida Trust Wealth Management Co 0.03% Add +7.9% 5,452 $931K
Sumitomo Life Insurance Co. 0.02% Reduce -4.5% 5,451 $930K
Horizon Investments, LLC 0.02% Reduce -2.9% 5,417 $925K
AlTi Global, Inc. 0.03% Add +1.5% 5,414 $924K
Prudent Man Advisors, LLC 0.35% Add +16.9% 5,405 $923K
Vestmark Advisory Solutions, Inc. 0.04% Add +26.2% 5,402 $922K
Lewis Asset Management, LLC 0.75% Add +2.4% 5,350 $913K
Goelzer Investment Management, Inc. 0.05% Add +1.2% 5,349 $913K
LVM Capital Management Ltd. 0.11% New 5,345 $912K
Traynor Capital Management, Inc. 0.09% Reduce -6.5% 5,311 $907K
KCM Investment Advisors LLC 0.03% Add +19.4% 5,293 $903K
Lazard Asset Management LLC 0.00% Reduce -86.3% 5,296 $903K
GAMMA Investing LLC 0.18% Add +28.4% 5,289 $903K
United Community Bank 0.35% Add +73.9% 5,939 $902K
Meeder Advisory Services, Inc. 0.09% Add +5.7% 5,265 $899K
Adirondack Trust Co. 0.38% Reduce -4.3% 5,254 $897K
Laird Norton Wetherby Wealth Management, LLC 0.04% Add +1.8% 5,248 $896K
Laraway Financial Advisors Inc 0.78% No change 5,213 $890K
Tyche Wealth Partners LLC 0.22% Reduce -0.2% 5,202 $888K
Prudential PLC 0.01% Reduce -74.6% 5,168 $882K
E&G Advisors, LLC 0.28% Reduce -1.9% 5,140 $877K
Aptus Capital Advisors, LLC 0.02% Add +15.0% 5,082 $867K
Integrated Advisors Network LLC 0.04% Reduce -17.3% 5,063 $864K
Clarius Group, LLC 0.06% Reduce -9.8% 5,061 $864K
Amova Asset Management Americas, Inc. 0.01% Reduce -19.8% 5,040 $860K
St. Johns Investment Management Company, LLC 0.41% Add +7.2% 4,996 $853K
Rockland Trust Co. 0.04% Reduce -3.5% 4,925 $841K
True North Advisors, LLC 0.23% Reduce -12.6% 4,919 $840K
Bangor Savings Bank 0.09% Add +10.0% 4,869 $831K
Heartland Bank & Trust Co 0.48% Reduce -1.6% 4,859 $829K
Tower Research Capital LLC (TRC) 0.02% Reduce -85.9% 4,829 $824K
Inspire Advisors, LLC 0.11% Add +7.6% 4,824 $823K
Cutter & CO Brokerage, Inc. 0.20% Reduce -3.2% 4,820 $823K
Cullinan Associates Inc. 0.05% Add +54.5% 4,820 $823K
Eads & Heald Wealth Management 0.38% Reduce -5.0% 4,816 $822K
Gradient Investments LLC 0.02% Reduce -41.7% 4,786 $817K
Trinity Legacy Partners, LLC 0.24% Reduce -19.7% 4,761 $813K
Silver Coast Investments LLC 0.33% Add +13.4% 4,759 $812K
Quad-Cities Investment Group, LLC 0.47% Reduce -5.2% 4,758 $812K
TFG Advisers LLC 0.32% Add +3.8% 4,753 $811K
Romano Brothers and Company 0.11% No change 4,749 $811K
Shell Asset Management Co. 0.04% Reduce -12.9% 5,165 $810K
Wealthcare Advisory Partners LLC 0.03% Add +18.4% 4,745 $810K
Campbell & CO Investment Adviser LLC 0.07% Add +35.9% 4,731 $808K
Rosenberg Matthew Hamilton 0.23% Reduce -0.8% 4,668 $806K
CWA Asset Management Group, LLC 0.05% New 4,706 $803K
Hollencrest Capital Management 0.04% Reduce -0.9% 4,687 $800K
PAX Financial Group, LLC 0.16% Reduce -12.1% 4,682 $799K
NFSG Corp 0.35% Reduce -4.0% 4,677 $798K
Ramirez Asset Management, Inc. 0.16% No change 4,665 $796K
Lincoln National Corp. 0.01% Reduce -6.8% 4,657 $795K
MTM Investment Management, LLC 0.33% No change 4,630 $790K
Versor Investments LP 0.16% Reduce -41.1% 4,597 $785K
Patrick M Sweeney & Associates, Inc. 0.65% Add +3.7% 4,597 $785K
Moody LYNN Lieberson & Walker, LLC 0.05% Add +0.1% 4,590 $783K
Strategic Planning Group, LLC 0.20% Add +14.8% 4,579 $782K
WNY Asset Management, LLC 0.12% Reduce -7.7% 4,540 $775K
Institute for Wealth Management, LLC. 0.10% Add +1.4% 4,534 $774K
RFG Advisory, LLC 0.03% Add +99.1% 4,533 $774K
Freestone Capital Holdings, LLC 0.03% New 4,529 $773K
Waverly Advisors, LLC 0.02% Add +77.7% 4,525 $772K
Dynamic Advisor Solutions LLC 0.03% Reduce -10.5% 4,520 $772K
Machina Capital S.A.S. 0.40% Reduce -55.8% 4,500 $768K
Vise Technologies, Inc. 0.15% Add +10.6% 4,493 $767K
OmniStar Financial Group, Inc. 0.70% New 4,473 $764K
Eagle Harbor Asset Management Inc. 0.81% Reduce -1.9% 4,460 $761K
Donoghue Forlines LLC 0.22% Reduce -8.3% 4,454 $760K
Moran Wealth Management, LLC 0.02% Add +1.8% 4,439 $758K
Tectonic Advisors LLC 0.06% Reduce -0.9% 4,427 $756K
Concurrent Investment Advisors, LLC 0.03% Reduce -24.6% 4,426 $755K
Coppell Advisory Solutions Corp. 0.14% — 4,414 $753K
Argyle Capital Management, LLC 0.29% No change 4,400 $751K
Hara Capital LLC 0.45% No change 4,395 $750K
Proffitt & Goodson Inc. 0.13% Reduce -2.3% 4,395 $750K
EverSource Wealth Advisors, LLC 0.06% Reduce -1.4% 4,673 $747K
Optimum Investment Advisors 0.34% Reduce -9.3% 4,374 $747K
Private Trust Co. NA 0.08% Add +13.1% 4,324 $738K
Beta Wealth Group, Inc. 0.36% Add +19.4% 4,300 $734K
Symphony Financial, Ltd. Co. 0.17% Add +0.1% 4,292 $733K
Centaurus Financial, Inc. 0.05% Add +112.6% 4,277 $730K
Kapitalo Investimentos Ltda 0.16% Reduce -39.5% 4,250 $725K
Loudon Investment Management, LLC 0.41% Reduce -2.3% 4,219 $720K
Optiver Holding B.V. 0.03% New 4,196 $716K
HighPoint Advisor Group LLC 0.05% Add +16.4% 4,560 $711K
Focus Partners Advisor Solutions, LLC 0.02% New 4,145 $708K
Montecito Bank & Trust 0.14% Reduce -1.7% 4,144 $707K
Lingohr Asset Management GmbH 1.76% Reduce -20.3% 4,119 $703K
InterOcean Capital Group, LLC 0.02% Reduce -2.8% 4,103 $700K
Freedom Investment Management, Inc. 0.06% Reduce -13.3% 4,089 $698K
Western Wealth Management, LLC 0.05% Reduce -2.3% 4,071 $695K
Signaturefd, LLC 0.01% Add +44.3% 4,054 $692K
Compound Planning, Inc. 0.06% Add +150.3% 4,049 $691K
AlphaStar Capital Management, LLC 0.07% Reduce -21.5% 4,048 $691K
Pacifica Partners Inc. 0.31% New 4,100 $690K
Collective Family Office LLC 0.22% Add +1.5% 4,040 $690K
NorthRock Partners, LLC 0.03% Reduce -6.3% 4,038 $689K
Ruggaard & Associates LLC 0.33% No change 4,013 $685K
Redwood Wealth Management Group, LLC 0.73% Reduce -3.2% 4,011 $685K
Csenge Advisory Group 0.04% Reduce -19.9% 4,006 $684K
Venturi Wealth Management, LLC 0.04% Add +413.2% 4,003 $683K
Petra Financial Advisors Inc. 0.50% Reduce -0.4% 4,037 $682K
NorthCoast Asset Management LLC 0.01% Add +123.5% 3,994 $682K
Ascent Group, LLC 0.06% Reduce -4.3% 3,977 $679K
Abn Amro Investment Solutions 0.01% Reduce -5.1% 3,957 $675K
Carnegie Investment Counsel 0.02% Add +1.1% 3,950 $674K
Appleton Partners Inc. 0.05% Reduce -5.5% 3,949 $674K
City Center Advisors, LLC 0.79% — 3,948 $674K
First Horizon Advisors, Inc. 0.02% Reduce -4.6% 3,944 $673K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +0.8% 3,927 $670K
Cornerstone Wealth Management, LLC 0.05% Reduce -25.6% 3,912 $668K
Seaport Global Advisors, LLC 1.35% No change 3,910 $667K
PBMares Wealth Management LLC 0.17% Reduce -0.1% 3,902 $666K
Bryn Mawr Trust Advisors, LLC 0.04% Add +0.6% 3,884 $663K
Northstar Advisory Group, LLC 0.40% Reduce -1.2% 4,166 $662K
Stock Yards Bank & Trust Co. 0.02% Reduce -33.8% 3,876 $662K
Bill Few Associates, Inc. 0.27% No change 3,873 $661K
Evoke Wealth, LLC 0.02% New 3,870 $661K
Parkside Financial Bank & Trust 0.11% Add +7.4% 3,857 $658K
Lanark Financial, Inc. 0.06% Add +4.9% 3,858 $658K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -97.8% 3,828 $653K
Jackson Hole Capital Partners, LLC 0.15% No change 3,790 $647K
Financial Counselors Inc. 0.01% Add +23.3% 3,766 $643K
HM Payson & Co. 0.01% Reduce -0.9% 3,753 $641K
Brown Brothers Harriman & Co. 0.00% Reduce -0.6% 3,743 $639K
Global Retirement Partners, LLC 0.02% Reduce -1.1% 3,712 $634K
Brave Asset Management Inc. 0.16% No change 3,705 $632K
Geller Advisors LLC 0.05% Add +0.9% 3,701 $632K
Intrepid Financial Planning Group LLC 0.27% Reduce -2.6% 3,699 $631K
Vicus Capital 0.06% Add +9.6% 3,694 $631K
Trajan Wealth LLC 0.04% — 3,689 $630K
J.W. Cole Advisors, Inc. 0.03% Add +4.8% 3,675 $629K
HUB Investment Partners, LLC 0.03% Add +90.0% 3,667 $626K
Harvest Fund Management Co., Ltd 0.06% Add +1005.1% 3,658 $624K
WealthTrust Axiom LLC 0.20% Add +0.0% 3,647 $623K
Armstrong Advisory Group, Inc. 0.06% No change 4,789 $623K
Mission Wealth Management, LP 0.02% Reduce -6.5% 3,644 $622K
Cladis Investment Advisory, LLC 0.46% Reduce -2.7% 3,638 $621K
Gratus Capital, LLC 0.03% New 3,628 $619K
Vanguard Capital Wealth Advisors 0.43% Reduce -16.1% 3,608 $616K
Cigna Investments Inc. 0.12% Reduce -2.2% 3,596 $613K
Parallel Advisors, LLC 0.02% Add +15.2% 3,583 $612K
Dynamic Technology Lab Private Ltd 0.07% New 3,572 $610K
One Wealth Advisors, LLC 0.11% Reduce -3.8% 3,549 $606K
PDT Partners, LLC 0.06% New 3,529 $602K
Intellectus Partners, LLC 0.16% Reduce -15.7% 3,482 $594K
Brevan Howard Capital Management LP 0.06% Reduce -90.8% 3,482 $594K
First National Corp. /Ma/ 0.15% No change 4,567 $594K
Guinness Atkinson Asset Management Inc 0.28% Reduce -18.7% 3,458 $590K
Waterloo Capital, L.P. 0.08% Reduce -7.2% 3,451 $589K
Embree Financial Group 0.12% Add +0.7% 3,441 $587K
Goldstone Financial Group, LLC 0.13% Add +0.6% 3,435 $586K
Sunpointe, LLC 0.65% Add +9.2% 3,421 $584K
Chicago Partners Investment Group LLC 0.02% Reduce -1.1% 3,472 $582K
VAUGHAN & Co SECURITIES, INC. 0.37% Reduce -8.1% 3,385 $578K
Ausdal Financial Partners, Inc. 0.07% Reduce -1.7% 3,382 $577K
Leavell Investment Management, Inc. 0.03% Reduce -0.8% 3,383 $577K
Tranquility Partners, LLC 0.22% Add +0.8% 3,370 $575K
Forza Wealth Management, LLC 0.30% No change 3,347 $571K
Bison Wealth, LLC 0.09% Add +17.9% 3,320 $567K
OneDigital Investment Advisors LLC 0.01% Reduce -8.9% 3,306 $564K
Vivid Wealth Management, LLC 0.35% Reduce -0.1% 3,303 $564K
First Financial Bankshares Inc 0.01% Reduce -5.6% 3,289 $561K
Auxano Advisors, LLC 0.16% Reduce -14.3% 3,277 $559K
Connecticut Wealth Management, LLC 0.03% Reduce -32.5% 3,255 $556K
Heritage Investors Management Corp. 0.02% Reduce -14.5% 3,247 $554K
Trek Financial, LLC 0.04% New 3,244 $554K
Means Investment Co., Inc. 0.07% Reduce -0.9% 3,233 $552K
Oliver Lagore Vanvalin Investment Group 0.16% Reduce -20.3% 3,214 $549K
Valeo Financial Advisors, LLC 0.02% Add +24.7% 3,276 $547K
Avior Wealth Management, LLC 0.03% Add +1595.2% 3,187 $544K
Diversify Advisory Services, LLC 0.03% — 3,148 $543K
Vantage Consulting Group Inc 0.34% Reduce -16.6% 3,179 $543K
Phoenix Wealth Advisors 0.33% Reduce -0.9% 3,167 $541K
Concord Wealth Partners 0.10% Add +12.9% 3,167 $541K
Summit Trail Advisors, LLC 0.01% Add +12.7% 3,164 $540K
Claro Advisors Inc. 0.09% Add +3.0% 3,154 $538K
Sovereign Financial Group, Inc. 0.14% Add +80.0% 3,153 $538K
Lake Street Advisors Group, LLC 0.03% Add +2.9% 3,145 $537K
AdvisorShares Investments LLC 0.10% No change 3,143 $536K
Azimuth Capital Investment Management LLC 0.02% Reduce -84.5% 3,135 $535K
Accurate Wealth Management, LLC 0.15% Reduce -8.8% 3,229 $529K
Harbour Investments, Inc. 0.02% Add +0.6% 3,087 $527K
Girard Partners LTD. 0.05% New 3,086 $527K
Red Door Wealth Management, LLC 0.10% Reduce -15.2% 3,081 $526K
Wealth Management Associates, Inc. 0.25% Reduce -2.3% 3,348 $525K
Formidable Asset Management, LLC 0.09% Add +40.9% 3,060 $522K
Daiichi Life Insurance Co., Ltd. 0.01% Reduce -14.9% 3,060 $522K
Element Wealth, LLC 0.31% Add +0.4% 3,059 $522K
Keudell/Morrison Wealth Management 0.16% Add +6.6% 3,054 $521K
Zacks Investment Management 0.01% Add +57.8% 3,051 $521K
ARS Wealth Advisors Group, LLC 0.07% Add +8.9% 3,050 $521K
Johnson Financial Group, Inc. 0.03% Add +11.6% 3,042 $519K
Hilltop National Bank 0.18% — 3,036 $518K
Nicholas Wealth, LLC. 0.40% Add +24.5% 3,028 $517K
Mustard Seed Financial, LLC 0.51% No change 3,016 $515K
Silvia McColl Wealth Management, LLC 0.44% No change 2,930 $515K
Simmons Bank 0.04% Add +0.2% 3,013 $514K
Oxford Financial Group, LTD. LLC 0.04% Add +1.4% 3,005 $513K
EHP Funds Inc. 0.35% Reduce -43.4% 3,000 $512K
Wellington Shields Capital Management, LLC 0.10% No change 3,000 $512K
Magnolia Capital Management Ltd. 0.43% No change 3,000 $512K
Conning Inc. 0.02% Reduce -3.9% 2,975 $508K
WealthBridge Capital Management, LLC 0.17% Reduce -2.7% 2,953 $504K
SignalPoint Asset Management, LLC 0.14% Add +0.0% 2,934 $501K
Exencial Wealth Advisors, LLC 0.02% Reduce -8.1% 2,923 $499K
Ameritas Advisory Services, LLC 0.02% Reduce -4.4% 3,087 $495K
Burke & Herbert Bank & Trust Co. 0.37% Reduce -12.9% 2,869 $490K
Pinion Investment Advisors, LLC 0.25% Add +1.3% 2,853 $487K
Independence Bank of Kentucky 0.15% Add +91.9% 2,838 $484K
Farmers Trust Co. 0.10% Add +4.8% 2,838 $484K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +786.5% 2,819 $481K
Eudaimonia Partners, LLC 0.11% Reduce -1.1% 2,815 $480K
Perigon Wealth Management, LLC 0.01% Add +3.8% 2,815 $480K
Bridgefront Capital, LLC 0.36% Add +50.0% 2,811 $480K
Grove Bank & Trust 0.08% Reduce -2.3% 2,804 $479K
Accel Wealth Management 0.20% Add +4.6% 2,796 $477K
Strategic Financial Concepts, LLC 0.12% Add +40.2% 2,796 $477K
Essex Financial Services, Inc. 0.04% Reduce -8.0% 2,792 $477K
1900 Wealth Management LLC 0.04% Reduce -3.0% 2,785 $475K
Parisi Gray Wealth Management 0.18% Add +0.6% 2,785 $475K
Kathmere Capital Management, LLC 0.05% Add +21.1% 2,782 $475K
Montag A & Associates Inc. 0.02% Reduce -68.8% 2,778 $474K
Nomura Holdings Inc. 0.00% Reduce -78.0% 2,767 $472K
Old North State Trust, LLC 0.40% — 2,765 $472K
Heritage Wealth Advisors 0.02% No change 2,755 $470K
Concord Asset Management, LLC 0.12% Add +15.6% 2,752 $470K
U S Global Investors Inc. 0.04% No change 2,750 $469K
TBH Global Asset Management, LLC 0.09% No change 2,745 $469K
1620 Investment Advisors, Inc. 0.47% Add +9.9% 2,725 $465K
Cedar Brook Financial Partners, LLC 0.09% Add +0.7% 2,722 $465K
Monument Capital Management 0.13% Add +1.9% 2,712 $463K
Aerodigm Wealth, LLC 0.19% New 2,701 $461K
Peregrine Asset Advisers, Inc. 0.18% No change 2,700 $461K
Diligent Investors, LLC 0.12% Add +2.8% 2,698 $461K
Founders Financial Securities LLC 0.05% Reduce -1.6% 2,697 $460K
Jump Financial, LLC 0.01% New 2,684 $458K
Spire Wealth Management 0.01% Add +15.0% 2,681 $458K
Westpac Banking Corp. 0.03% Reduce -23.2% 2,679 $457K
1ST Source Bank 0.03% Add +44.6% 2,668 $455K
Gables Capital Management Inc. 0.25% No change 2,665 $455K
Pacific Center for Financial Services 0.13% No change 2,657 $454K
Norden Group LLC 0.09% New 2,648 $452K
Baker Tilly Wealth Management, LLC 0.08% Reduce -0.8% 2,647 $452K
Founders Capital Management 0.30% No change 2,630 $449K
Strategic Blueprint, LLC 0.03% Add +13.3% 2,598 $444K
Emerald Advisors, LLC 0.08% Add +0.4% 2,581 $441K
Sfmg, LLC 0.04% Reduce -0.0% 2,576 $440K
AlphaQ Advisors LLC 0.26% Reduce -16.0% 2,571 $439K
Sharp Wealth Advisory, LLC 0.41% Reduce -19.0% 2,562 $437K
Walkner Condon Financial Advisors LLC 0.09% Add +22.9% 2,551 $435K
King Wealth Management Group 0.08% No change 2,542 $434K
Washburn Capital Management, Inc. 0.32% Reduce -7.4% 2,515 $429K
Essex Bank 0.12% No change 3,301 $429K
Wellington Shields & Co., LLC 0.14% No change 2,500 $427K
Bfsg, LLC 0.06% Reduce -16.1% 2,497 $426K
Childress Capital Advisors, LLC 0.12% Add +31.6% 2,488 $425K
OneAscent Financial Services LLC 0.05% Reduce -11.6% 2,481 $423K
Mayflower Financial Advisors, LLC 0.07% Add +0.9% 2,474 $422K
Edgestream Partners, L.P. 0.02% Reduce -79.6% 2,467 $421K
Quadrant Capital Group LLC 0.03% Add +19.3% 2,450 $418K
HBK Sorce Advisory LLC 0.01% New 2,443 $417K
Walleye Trading LLC 0.01% Reduce -94.1% 2,412 $412K
ABLE Financial Group, LLC 0.16% Reduce -0.5% 2,406 $411K
Oxbow Advisors, LLC 0.06% Add +22.5% 2,405 $410K
Spirepoint Private Client, LLC 0.06% — 2,375 $405K
Financial Management Professionals, Inc. 0.06% Reduce -12.1% 2,374 $405K
Clearstead Advisors, LLC 0.02% Add +11.9% 2,589 $404K
Composition Wealth, LLC 0.01% Reduce -3.0% 2,358 $402K
NewEdge Wealth, LLC 0.01% Reduce -2.9% 2,537 $399K
Compass Wealth Management LLC 0.10% No change 2,338 $399K
TCI Wealth Advisors, Inc. 0.04% Reduce -2.8% 2,336 $399K
Shulman DeMeo Asset Management LLC 0.11% Add +0.0% 2,335 $399K
TCTC Holdings, LLC 0.01% No change 2,334 $398K
Centennial Wealth Advisory LLC 0.18% Add +3.4% 2,324 $397K
HBW Advisory Services LLC 0.07% No change 3,038 $395K
Alps Advisors Inc. 0.00% Add +3.8% 2,308 $394K
Private Portfolio Partners LLC 0.08% Reduce -3.2% 2,274 $388K
Mather Group, Llc. 0.01% Reduce -1.9% 2,974 $387K
Arkos Global Advisors 0.06% New 2,261 $386K
Aua Capital Management, LLC 0.22% Add +3.0% 2,261 $386K
Brighton Jones LLC 0.01% New 2,256 $385K
Advisors Capital Management, LLC 0.01% Add +1.6% 2,250 $384K
Hamilton Capital, LLC 0.03% Add +7.7% 2,237 $382K
NTV Asset Management LLC 0.06% No change 2,237 $382K
Ethic Inc. 0.01% Add +18.0% 2,232 $381K
Eagle Strategies LLC 0.08% New 2,221 $379K
Armor Investment Advisors, LLC 0.18% Add +0.2% 2,219 $379K
Scissortail Wealth Management, LLC 0.10% Reduce -90.1% 2,216 $378K
Acropolis Investment Management, LLC 0.02% Reduce -9.4% 2,211 $377K
LGT Group Foundation 0.01% No change 2,200 $376K
Crawford Investment Counsel Inc. 0.01% Add +4.4% 2,199 $375K
Berkshire Asset Management LLC 0.02% Reduce -3.0% 2,199 $375K
Baker Ellis Asset Management LLC 0.06% No change 2,180 $372K
Visionary Wealth Advisors 0.03% Reduce -4.0% 2,177 $372K
OneAscent Wealth Management LLC 0.14% Add +11.4% 2,176 $371K
Nilsine Partners, LLC 0.05% Add +5.3% 2,163 $369K
Kintra Wealth, LLC 0.27% Reduce -1.8% 2,159 $368K
Catalyst Financial Partners LLC 0.09% Add +6.0% 2,201 $368K
Summit Global Investments 0.03% Reduce -97.7% 2,111 $360K
Cynosure Group, LLC 0.06% New 2,109 $360K
Mattern Wealth Management LLC 0.09% No change 2,104 $359K
Modera Wealth Management, LLC 0.01% Add +0.6% 2,103 $359K
TruWealth Advisors, LLC 0.03% No change 2,103 $359K
Haverford Trust Co 0.00% New 2,097 $358K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -2.1% 2,097 $358K
Ballentine Partners, LLC 0.01% New 2,091 $357K
Impact Partnership Wealth, LLC 0.14% Add +4.0% 2,088 $356K
Aviance Capital Partners, LLC 0.05% New 2,075 $354K
Rehmann Capital Advisory Group 0.03% Add +0.7% 2,074 $354K
Quantum Portfolio Management LLC 0.20% New 2,050 $350K
Gries Financial LLC 0.06% Add +17.5% 2,041 $348K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 2,029 $346K
Philadelphia Trust Co. 0.03% Add +16.4% 2,025 $346K
Security National Bank 0.05% No change 2,023 $345K
Hilltop Holdings Inc. 0.04% Reduce -19.7% 2,017 $344K
Shelton Capital Management 0.01% No change 2,014 $344K
Fractal Investments LLC 0.06% No change 2,000 $341K
Van Cleef Asset Management,Inc 0.04% No change 2,000 $341K
Horizon Advisory Services, Inc. 0.16% — 1,998 $341K
LongView Wealth Management 0.14% Add +0.8% 1,998 $341K
Galvin, Gaustad & Stein, LLC 0.03% No change 1,995 $341K
JARISLOWSKY, FRASER Ltd 0.00% Reduce -4.8% 1,992 $340K
Focus Financial Network, Inc. 0.02% — 2,082 $338K
Sentry Investment Management LLC 0.13% No change 1,974 $337K
Rovin Capital /Ut/ 0.14% Add +3.5% 1,968 $336K
Concorde Asset Management, LLC 0.23% Add +0.3% 1,965 $335K
Capital Investment Advisory Services, LLC 0.04% Reduce -33.3% 1,951 $333K
Commonwealth Financial Services, LLC 0.08% No change 2,541 $330K
Apella Capital, LLC 0.02% Reduce -4.8% 1,867 $329K
Orange Investment Advisors, Inc. 0.04% Reduce -15.4% 1,925 $329K
Rwa Wealth Partners, LLC 0.00% Reduce -5.6% 1,921 $328K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.08% No change 1,910 $326K
International Private Wealth Advisors LLC 0.63% New 1,905 $325K
Meadow Creek Wealth Advisors LLC 0.22% Add +0.8% 1,894 $323K
Hengehold Capital Management LLC 0.03% Reduce -12.4% 1,892 $323K
Schechter Investment Advisors, LLC 0.02% Add +7.6% 1,887 $322K
WESPAC Advisors, LLC 0.19% Add +0.2% 1,885 $322K
Pallas Capital Advisors LLC 0.01% New 1,884 $322K
Hyperion Capital Advisors LP 0.15% New 1,880 $321K
Virtus Investment Advisers, LLC 0.23% No change 1,867 $319K
Maven Securities LTD 0.02% New 1,864 $318K
Ferguson Wellman Capital Management, Inc. 0.01% No change 1,850 $316K
Win Advisors, Inc. 0.14% New 1,848 $315K
Probity Advisors, Inc. 0.07% No change 1,846 $315K
Towne Trust Company, N.A 0.11% Add +5.7% 1,843 $315K
Guardian Wealth Advisors, LLC / NC 0.04% Add +3.1% 1,840 $314K
Claret Asset Management Corp 0.05% Reduce -0.5% 1,840 $314K
Cullen Investment Group, LTD. 0.05% New 1,772 $314K
Imprint Wealth LLC 0.08% Add +1.8% 1,795 $310K
Enterprise Bank & Trust Co 0.11% No change 1,810 $309K
Sachetta, LLC 0.15% No change 2,375 $309K
Fairbanks Capital Management, Inc. 0.21% No change 1,807 $308K
LCM Capital Management Inc 0.20% Add +1.1% 1,807 $308K
JFG Wealth Management, LLC 0.08% Add +0.2% 1,804 $308K
Caprock Group, LLC 0.02% Add +15.9% 1,800 $307K
Oak Asset Management, LLC 0.11% Reduce -2.7% 1,799 $307K
Advus Financial Partners, LLC 0.09% Reduce -13.8% 1,788 $305K
Arkadios Wealth Advisors 0.02% Add +5.3% 1,780 $304K
Trueblood Wealth Management, LLC 0.17% Add +10.4% 1,773 $303K
Catalina Capital Group, LLC 0.13% New 1,761 $301K
XML Financial, LLC 0.03% No change 1,760 $300K
Patten & Patten Inc. 0.02% No change 1,753 $299K
Jackson Square Capital, LLC 0.08% No change 1,752 $299K
Proficio Capital Partners LLC 0.03% Add +1.6% 1,750 $299K
Mesirow Financial Investment Management, Inc. 0.01% Add +1.2% 1,749 $299K
Ancora Advisors LLC 0.01% Reduce -10.8% 1,748 $298K
Ingalls & Snyder LLC 0.01% No change 1,747 $298K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -17.6% 1,744 $298K
Veltria Advisors Corp. 0.08% New 1,742 $297K
Ledyard National Bank 0.03% No change 1,732 $296K
NDVR, Inc. 0.28% Add +10.2% 1,731 $295K
Paloma Partners Management Co 0.06% Reduce -91.3% 1,731 $295K
Aspiriant, LLC 0.01% Add +0.5% 1,720 $294K
Anchor Investment Management, LLC 0.03% No change 1,718 $293K
Verus Capital Partners, LLC 0.03% Reduce -9.7% 1,713 $292K
GW Henssler & Associates Ltd. 0.02% Add +0.2% 1,713 $292K
9258 Wealth Management, LLC 0.05% Add +0.1% 1,706 $291K
Venture Visionary Partners LLC 0.01% New 1,704 $291K
Lindbrook Capital, LLC 0.03% Add +19.0% 1,698 $290K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -6.8% 1,698 $290K
Smith Salley Wealth Management 0.02% Reduce -10.2% 1,692 $289K
Barnes Pettey Financial Advisors, LLC 0.25% Reduce -29.3% 1,691 $289K
Verum Partners LLC 0.10% Reduce -0.9% 1,681 $287K
Magnus Financial Group LLC 0.03% Reduce -12.8% 1,679 $287K
Rappaport Reiches Capital Management, LLC 0.09% No change 1,665 $284K
Narus Financial Partners, LLC 0.12% Reduce -5.6% 1,665 $284K
Alpine Global Management, LLC 0.07% Reduce -14.8% 1,659 $283K
West Michigan Advisors, LLC 0.09% Add +3.2% 1,658 $283K
Commerzbank Aktiengesellschaft 0.01% New 1,659 $283K
Zhang Financial LLC 0.02% New 1,653 $282K
Goepper Burkhardt LLC 0.13% No change 1,800 $281K
Schnieders Capital Management LLC 0.06% Reduce -4.4% 1,640 $280K
Asset Allocation & Management Company, LLC 0.18% No change 1,634 $279K
First Nebraska Trust Co 0.03% No change 1,634 $279K
Trust Co. of Toledo NA 0.04% No change 1,632 $279K
TD Private Client Wealth LLC 0.01% Add +4.6% 1,628 $278K
Mosley Wealth Management 0.26% Reduce -4.6% 1,624 $277K
Thompson Siegel & Walmsley LLC 0.00% No change 1,620 $277K
Paragon Capital Management Ltd 0.05% Add +0.6% 1,608 $275K
Mirador Capital Partners LP 0.05% New 1,590 $271K
AIA Group Ltd 0.01% Reduce -16.1% 1,589 $271K
Pin Oak Investment Advisors Inc. 0.26% No change 1,584 $270K
Bedel Financial Consulting, Inc. 0.04% No change 1,578 $269K
First Business Financial Services, Inc. 0.03% Reduce -5.0% 1,574 $269K
Finivi Inc. 0.24% New 1,574 $269K
Brooklyn Investment Group 0.11% New 1,544 $267K
Manhattan West Asset Management, LLC 0.06% Add +0.3% 1,559 $266K
Hutchens & Kramer Investment Management Group, LLC 0.16% New 1,539 $266K
Gray Wealth Management Inc. 0.12% No change 1,553 $265K
Athena Investment Management 0.16% Reduce -4.7% 1,550 $265K
AMG National Trust Bank 0.01% No change 1,550 $265K
EPG Wealth Management LLC 0.06% No change 1,542 $263K
Capital Analysts, LLC 0.01% Reduce -9.2% 1,539 $263K
Newman Dignan & Sheerar, Inc. 0.07% Reduce -21.7% 1,539 $263K
Crestwood Advisors Group, LLC 0.01% New 1,539 $263K
Clifford Swan Investment Counsel LLC 0.01% New 1,538 $263K
Gladstone Institutional Advisory LLC 0.01% Reduce -25.4% 1,532 $261K
Lowe Brockenbrough & Co. Inc. 0.02% Reduce -4.0% 1,528 $261K
C M Bidwell & Associates Ltd. 0.18% Add +25.1% 1,524 $260K
VeraBank, N.A. 0.08% New 1,524 $260K
Cottage Street Advisors LLC 0.16% New 1,522 $260K
Kennedy Investment Group, Inc. 0.14% New 1,521 $260K
Jeppson Wealth Management, LLC 0.10% New 1,520 $259K
Balanced Wealth Group LLC 0.12% Add +0.7% 1,633 $259K
City State Bank 0.11% No change 1,515 $259K
Shelton Wealth Management, LLC 0.16% Reduce -15.7% 1,515 $259K
Silver Oak Securities, Incorporated 0.04% Reduce -68.5% 1,515 $259K
DMC Group, LLC 0.22% New 1,514 $258K
Householder Group Estate & Retirement Specialist, LLC 0.08% Add +238.3% 1,502 $256K
Woodstock Corp. 0.03% New 1,501 $256K
Monetary Management Group Inc. 0.07% New 1,500 $256K
Sierra Summit Advisors LLC 0.07% Reduce -25.0% 1,500 $256K
Cannell & Spears LLC 0.01% New 1,500 $256K
Disciplined Growth Investors Inc. 0.00% New 1,500 $256K
Steel Grove Capital Advisors, LLC 0.03% New 1,499 $256K
Teamwork Financial Advisors, LLC 0.04% Reduce -85.2% 1,498 $256K
XR Securities LLC 0.07% New 1,498 $256K
Regal Investment Advisors LLC 0.02% New 1,497 $256K
Choate Investment Advisors 0.01% Reduce -22.3% 1,487 $254K
Baker Avenue Asset Management, LP 0.01% Reduce -36.9% 1,485 $254K
Associated Banc-Corp 0.01% New 1,485 $253K
Citizens Financial Group Inc. 0.01% New 1,482 $253K
Criterion Capital Advisors, LLC 0.17% Reduce -30.4% 1,478 $252K
Ssi Investment Management LLC 0.10% New 1,474 $252K
Kozak & Associates, Inc. 0.07% Add +0.7% 1,580 $251K
Kovack Advisors, Inc. 0.03% Reduce -44.8% 1,459 $249K
Grey Ledge Advisors, LLC 0.07% Reduce -16.3% 1,451 $248K
Angeles Wealth Management, LLC 0.02% New 1,440 $246K
Lester Murray Antman dba SimplyRich 0.08% New 1,435 $245K
Beacon Financial Advisory LLC 0.12% New 1,433 $245K
Moloney Securities Asset Management, LLC 0.04% New 1,419 $242K
Procyon Advisors, LLC 0.02% New 1,415 $241K
Avestar Capital, LLC 0.03% New 1,411 $241K
Transcend Capital Advisors, LLC 0.02% New 1,405 $240K
Obsidian Personal Planning Solutions LLC 0.16% New 1,500 $240K
Stockman Wealth Management, Inc. 0.04% New 1,402 $239K
Orrstown Financial Services Inc. 0.13% New 1,399 $239K
Uptick Partners, LLC 0.18% New 1,394 $238K
Assetmark, Inc. 0.00% Reduce -99.6% 1,389 $237K
Kercheville Advisors, LLC 0.11% New 1,382 $236K
Fortitude Advisory Group L.L.C. 0.13% Reduce -38.6% 1,378 $235K
Privium Fund Management (UK) Ltd 0.12% New 1,356 $234K
Members Trust Co 0.01% New 1,371 $234K
Anthracite Investment Company, Inc. 0.12% New 1,370 $234K
PFG Advisors 0.02% New 1,358 $232K
Benchmark Investment Advisors LLC 0.18% Reduce -44.5% 1,358 $232K
Pasadena Private Wealth, LLC 0.05% New 1,344 $229K
Range Financial Group LLC 0.12% New 1,343 $229K
First Hawaiian Bank 0.01% Reduce -18.5% 1,340 $229K
Central Pacific Bank - Trust Division 0.03% — 1,324 $229K
Opal Wealth Advisors, LLC 0.08% New 1,338 $228K
Deseret Mutual Benefit Administrators 0.11% Add +8.8% 1,335 $228K
Five Oceans Advisors 0.12% New 1,331 $227K
Moneta Group Investment Advisors LLC 0.00% New 1,330 $227K
Oppenheimer Asset Management Inc. 0.00% Reduce -14.6% 1,329 $227K
Versant Capital Management, Inc 0.06% Add +4.7% 1,327 $227K
Concourse Financial Group Securities, Inc. 0.01% Add +29.1% 1,326 $226K
Stratos Investment Management, LLC 0.02% Reduce -63.3% 1,322 $226K
Allstate Corp. 0.02% New 1,322 $226K
Relyea Zuckerberg Hanson LLC 0.04% New 1,315 $224K
CoreCap Advisors, LLC 0.01% Reduce -29.7% 1,313 $224K
Berger Financial Group, Inc 0.02% Reduce -96.3% 1,309 $223K
World Investment Advisors 0.03% Reduce -29.3% 1,305 $223K
Vestor Capital, LLC 0.02% Reduce -10.3% 1,300 $222K
Hartline Investment Corp./ 0.04% New 1,299 $222K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% New 1,299 $222K
Dakota Wealth Management 0.01% New 1,296 $221K
Everhart Financial Group, Inc. 0.06% New 1,295 $221K
Kapstone Financial Advisors LLC 0.15% New 1,294 $221K
Watts Gwilliam & Co., LLC 0.07% — 1,415 $221K
KMG Fiduciary Partners, LLC 0.02% New 1,287 $220K
Morningstar Investment Services LLC 0.00% Reduce -35.1% 1,304 $219K
Main Street Financial Solutions, LLC 0.02% New 1,283 $219K
GAMCO Investors 0.00% New 1,282 $219K
PDS Planning, Inc 0.02% New 1,280 $218K
Valmark Advisers, Inc. 0.00% New 1,279 $218K
Ossiam 0.00% Reduce -97.1% 1,275 $218K
Martel Wealth Advisors LLC 0.05% New 1,273 $217K
Vista Investment Partners LLC 0.07% New 1,270 $217K
Planned Solutions, Inc. 0.11% No change 1,269 $217K
Pacific Global Investment Management Co. 0.04% New 1,262 $215K
Morton Capital Management LLC 0.06% New 1,261 $215K
Royal Fund Management, LLC 0.02% New 1,261 $215K
Baldwin Investment Management, LLC 0.03% New 1,260 $215K
Exchange Bank 0.18% New 1,258 $215K
Bradley Foster & Sargent Inc. 0.00% New 1,257 $215K
Demars Financial Group, LLC 0.11% New 1,256 $214K
Loomis Sayles & Co. L P 0.00% Reduce -26.4% 1,254 $214K
Cyndeo Wealth Partners, LLC 0.02% New 1,253 $214K
Shufro Rose & Co. LLC 0.02% New 1,250 $213K
Great Diamond Partners, LLC 0.05% New 1,245 $213K
MV Capital Management, Inc. 0.02% Add +25.3% 1,240 $212K
Legacy Financial Advisors, Inc. 0.04% New 1,236 $211K
Farther Finance Advisors, LLC 0.01% Add +7.5% 1,220 $211K
Tiff Advisory Services, LLC 0.09% Reduce -3.2% 1,234 $211K
L2 Asset Management, LLC 0.07% New 1,234 $211K
Florida Financial Advisors, LLC 0.15% New 1,233 $211K
RKL Wealth Management LLC 0.02% New 1,233 $210K
Sendero Wealth Management, LLC 0.04% New 1,232 $210K
Sky Investment Group LLC 0.04% New 1,232 $210K
F/m Investments LLC 0.14% New 1,231 $210K
Trust Point Inc. 0.02% New 1,231 $210K
Angeles Investment Advisors, LLC 0.01% New 1,221 $208K
Keebeck Wealth Management 0.03% New 1,216 $208K
Merriman Wealth Management, LLC 0.01% New 1,215 $207K
Premier Path Wealth Partners, LLC 0.04% New 1,213 $207K
Infrastructure Capital Advisors, LLC 0.03% Reduce -80.3% 1,213 $207K
Ergawealth Advisors, Inc. 0.11% New 1,212 $207K
Acorn Financial Advisory Services Inc. 0.04% New 1,210 $207K
Financial Advisory Group 0.04% New 1,210 $207K
Kennedy Capital Management LLC 0.00% New 1,208 $206K
Chapin Davis, Inc. 0.08% New 1,205 $206K
Advocate Group LLC 0.04% New 1,204 $206K
Jacobsen Capital Management 0.10% New 1,201 $205K
First Community Trust NA 0.19% No change 1,200 $205K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.14% No change 1,200 $205K
Wimmer Associates 1, LLC 0.11% New 1,200 $205K
Alta Advisers Ltd 0.10% No change 1,200 $205K
Marcum Wealth, LLC 0.02% New 1,194 $204K
Quantum Financial Advisors, LLC 0.04% New 1,189 $203K
Waldron Private Wealth LLC 0.01% New 1,186 $202K
Occidental Asset Management, LLC 0.04% New 1,184 $202K
GeoWealth Management, LLC 0.01% Add +27.9% 1,181 $202K
Silverlake Wealth Management LLC 0.10% New 1,179 $201K
Greenwich Wealth Management LLC 0.02% New 1,175 $201K
Quotient Wealth Partners, LLC 0.01% New 1,174 $200K
Webster Bank, N. A. 0.02% No change 1,133 $193K
Salem Investment Counselors Inc. 0.01% No change 1,125 $192K
Winch Advisory Services, LLC 0.06% Reduce -0.4% 1,124 $192K
Verdad Advisers, LP 0.21% New 1,110 $189K
Register Financial Advisors LLC 0.10% New 1,101 $188K
Custom Portfolio Group LLC 0.15% No change 2,188 $179K
Hexagon Capital Partners LLC 0.04% Reduce -5.9% 1,044 $178K
MCF Advisors LLC 0.01% Add +38.3% 1,044 $178K
PFS Partners, LLC 0.12% Add +0.4% 1,004 $171K
West Oak Capital, LLC 0.07% No change 1,000 $171K
Institutional & Family Asset Management, LLC 0.03% No change 1,000 $171K
Moisand Fitzgerald Tamayo, LLC 0.03% No change 1,000 $171K
Zions Bancorporation, N.A. 0.01% Reduce -2.4% 954 $163K
Trust Co. of Vermont 0.01% Add +53.6% 937 $160K
Leonteq Securities AG 0.02% Reduce -82.5% 933 $159K
Transamerica Financial Advisors, LLC 0.02% Reduce -4.9% 930 $159K
Tanglewood Legacy Advisors, LLC 0.08% Reduce -9.0% 910 $155K
Bogart Wealth, LLC 0.01% No change 907 $155K
Garde Capital, Inc. 0.01% Reduce -12.7% 885 $151K
Quent Capital, LLC 0.02% Add +46.8% 859 $147K
Evermay Wealth Management LLC 0.02% Reduce -0.3% 850 $145K
Smithfield Trust Co 0.01% No change 841 $144K
MeadowBrook Investment Advisors LLC 0.13% Reduce -31.5% 815 $139K
Carolinas Wealth Consulting LLC 0.03% Reduce -1.3% 812 $139K
Paladin Advisory Group, LLC 0.11% No change 800 $138K
Truvestments Capital LLC 0.05% No change 800 $137K
Main Street Group, LTD 0.07% Add +480.3% 795 $136K
CVA Family Office, LLC 0.02% Reduce -0.9% 792 $135K
Hall Laurie J Trustee 0.04% No change 745 $127K
Riverview Trust Co 0.09% New 691 $118K
State of Wyoming 0.02% Reduce -39.9% 691 $118K
GPS Wealth Strategies Group, LLC 0.02% Add +0.1% 687 $117K
GHP Investment Advisors, Inc. 0.01% No change 687 $117K
CNB Bank 0.06% Add +6.7% 684 $117K
Transcendent Capital Group LLC 0.07% No change 678 $116K
Colonial Trust Co / SC 0.02% Add +7266.7% 663 $113K
Asset Dedication, LLC 0.01% No change 617 $106K
Arlington Trust Co LLC 0.03% No change 616 $105K
Core Alternative Capital 0.02% Reduce -17.1% 614 $105K
Miller Wealth Advisors, LLC 0.06% Add +0.7% 611 $104K
Frank, Rimerman Advisors LLC 0.02% No change 603 $103K
Laurel Wealth Advisors LLC 0.02% No change 602 $103K
HighMark Wealth Management LLC 0.06% Add +0.2% 600 $102K
ICA Group Wealth Management, LLC 0.02% No change 593 $101K
Burkett Financial Services, LLC 0.05% Add +0.7% 586 $100K
Westside Investment Management, Inc. 0.02% Add +30.3% 572 $98K
WASHINGTON TRUST Co 0.00% Reduce -13.7% 566 $97K
Prestige Wealth Management Group LLC 0.02% Reduce -2.1% 560 $96K
Covestor Ltd 0.06% Reduce -33.0% 549 $94K
Stonehage Fleming Financial Services Holdings Ltd 0.01% Add +639.6% 673 $94K
Missouri Trust & Investment Co 0.04% Reduce -2.2% 541 $92K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Add +174.5% 538 $92K
SouthState Bank Corp 0.01% No change 520 $89K
HHM Wealth Advisors, LLC 0.01% No change 500 $85K
Chilton Capital Management LLC 0.00% No change 500 $85K
Blue Trust, Inc. 0.00% Reduce -28.7% 492 $84K
Key Financial Inc 0.02% No change 467 $80K
Crewe Advisors LLC 0.01% New 456 $78K
Operose Advisors LLC 0.02% No change 425 $73K
Sugarloaf Wealth Management, LLC 0.01% No change 418 $71K
Kelly Financial Services LLC 0.03% Add +15.2% 410 $70K
Creative Financial Designs Inc. 0.01% No change 400 $68K
Pittenger & Anderson Inc. 0.00% No change 400 $68K
Quintet Private Bank (Europe) S.A. 0.00% Reduce -14.8% 341 $68K
Boyd Watterson Asset Management LLC 0.02% No change 382 $65K
Stone House Investment Management, LLC 0.02% New 382 $65K
BOK Financial Private Wealth, Inc. 0.00% New 375 $64K
Farmers & Merchants Investments Inc. 0.00% No change 364 $62K
First Command Advisory Services, Inc. 0.00% No change 360 $61K
Gilliland Jeter Wealth Management LLC 0.02% New 355 $61K
Richardson Financial Services Inc. 0.04% Reduce -1.4% 350 $60K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 350 $58K
Park Place Capital Corp 0.02% Add +4.7% 334 $57K
CBIZ Investment Advisory Services, LLC 0.00% New 333 $57K
Glass Jacobson Investment Advisors llc 0.02% No change 329 $56K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 328 $56K
FSC Wealth Advisors, LLC 0.04% Add +9.1% 323 $55K
Ransom Advisory, Ltd 0.03% — 322 $55K
DT Investment Partners, LLC 0.01% No change 319 $54K
Global Assets Advisory, LLC 0.03% New 306 $53K
Ofi Invest Asset Management 0.00% Reduce -17.7% 325 $51K
Chesapeake Asset Management LLC 0.05% Reduce -35.6% 300 $51K
Strengthening Families & Communities, LLC 0.03% Add +0.7% 296 $51K
NBT Bank, N.A. 0.00% No change 286 $49K
Glen Eagle Advisors, LLC 0.01% Add +0.3% 285 $49K
Plante Moran Financial Advisors, LLC 0.00% Reduce -6.7% 266 $45K
Wetzel Investment Advisors, Inc. 0.03% No change 278 $45K
Raleigh Capital Management Inc. 0.02% Add +32.6% 260 $44K
Cornerstone Planning Group LLC 0.01% Add +140.3% 274 $43K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 251 $43K
Gladius Capital Management LP 0.04% Add +5.5% 249 $43K
Duncker Streett & Co. Inc. 0.01% No change 249 $43K
West Paces Advisors Inc. 0.01% Reduce -12.0% 242 $41K
Natixis 0.00% No change 241 $41K
JFS Wealth Advisors, LLC 0.00% No change 238 $41K
Tradewinds Capital Management, LLC 0.01% No change 234 $40K
Altshuler Shaham Ltd 0.00% Reduce -33.0% 229 $39K
Emfo, LLC 0.04% No change 228 $39K
Bank of New Hampshire 0.01% No change 225 $38K
First Manhattan Co. Llc. 0.00% Add +94.8% 224 $38K
First Foundation Advisors 0.00% New 216 $37K
SOA Wealth Advisors, LLC. 0.01% No change 215 $37K
Salomon & Ludwin, LLC 0.00% No change 201 $34K
Legend Financial Advisors, Inc. 0.02% No change 200 $34K
First Financial Corp. 0.02% Reduce -7.0% 200 $34K
Gen-Wealth Partners Inc 0.02% — 200 $34K
FSA Wealth Management LLC 0.01% No change 200 $34K
Indiana Trust & Investment Management Co 0.01% No change 200 $34K
Atwood & Palmer Inc. 0.00% No change 200 $34K
Canton Hathaway, LLC 0.01% No change 200 $34K
Rise Advisors, LLC 0.02% New 196 $33K
Pathway Financial Advisers, LLC 0.01% Add +321.7% 194 $33K
Bruce G. Allen Investments, LLC 0.03% Add +15.2% 189 $32K
Fortitude Family Office, LLC 0.02% Add +18.2% 188 $32K
Cape Investment Advisory, Inc. 0.01% No change 183 $31K
IAG Wealth Partners, LLC 0.01% No change 182 $31K
AdvisorNet Financial, Inc 0.00% Add +38.3% 177 $30K
Pflug Koory, LLC 0.00% No change 175 $30K
Briaud Financial Planning Inc 0.02% New 166 $29K
Avalon Trust Co 0.00% No change 160 $27K
Tidemark, LLC 0.01% No change 157 $27K
Kessler Investment Group, LLC 0.02% No change 157 $27K
Lowe Wealth Advisors, LLC 0.01% No change 155 $26K
McIlrath & Eck, LLC 0.00% Reduce -48.8% 155 $26K
Raffa Wealth Management, LLC 0.01% Reduce -14.5% 153 $26K
GW&K Investment Management, LLC 0.00% Add +6.4% 150 $26K
Bell Investment Advisors, Inc 0.01% Add +2.0% 152 $26K
Sanctuary Wealth Management, L.L.C. 0.02% No change 150 $26K
Creative Capital Management Investments LLC 0.01% No change 150 $26K
Harbor Investment Advisory, LLC 0.00% No change 149 $25K
Janiczek Wealth Management, LLC 0.01% No change 147 $25K
Center for Financial Planning, Inc. 0.00% Add +300.0% 144 $25K
Perkins Coie Trust Co 0.01% No change 135 $23K
Scarborough Advisors, LLC 0.01% No change 133 $23K
Nvwm, LLC 0.01% Add +2.3% 131 $22K
Frazier Financial Advisors, LLC 0.02% Add +17.1% 130 $22K
St Germain D J Co. Inc. 0.00% No change 125 $21K
First PREMIER Bank 0.01% No change 121 $21K
Norwood Financial Corp 0.03% No change 120 $20K
North Star Investment Management Corp. 0.00% No change 116 $20K
Arax Advisory Partners 0.00% No change 115 $20K
WR Wealth Planners, LLC 0.01% New 112 $19K
Eagle Bay Advisors LLC 0.01% Add +423.8% 110 $19K
Private Wealth Management Group, LLC 0.01% No change 108 $18K
Larson Financial Group LLC 0.00% Reduce -57.0% 107 $18K
Pinnacle Bancorp, Inc. 0.01% No change 101 $17K
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 0.06% — 100 $17K
nVerses Capital, LLC 0.04% New 100 $17K
AllSquare Wealth Management LLC 0.01% No change 100 $17K
Union Savings Bank 0.01% No change 100 $17K
Your Advocates Ltd., LLP 0.01% No change 100 $17K
Addison Advisors LLC 0.01% Reduce -83.7% 100 $17K
Hoey Investments, Inc. 0.00% No change 100 $17K
Beacon Capital Management, LLC 0.00% Add +13.6% 100 $17K
Roble, Belko & Company, Inc 0.00% No change 100 $17K
DecisionPoint Financial, LLC 0.01% New 100 $17K
Manchester Capital Management LLC 0.00% Add +16.0% 87 $15K
Archer Investment Corp 0.00% No change 85 $15K
LRI Investments, LLC 0.00% — 85 $15K
True Wealth Design, LLC 0.00% Add +9.1% 84 $14K
Hazlett, Burt & Watson, Inc. 0.01% Reduce -80.2% 81 $14K
Northwest Capital Management Inc 0.00% No change 82 $14K
M&R Capital Management Inc. 0.00% Add +1.3% 77 $13K
DiNuzzo Private Wealth, Inc. 0.00% No change 76 $13K
Brown, Lisle/Cummings, Inc. 0.00% No change 75 $13K
Wiser Advisor Group LLC 0.02% No change 71 $12K
Naples Money Management LLC 0.01% No change 70 $12K
Valued Wealth Advisors LLC 0.01% Add +60.5% 69 $12K
Tucker Asset Management LLC 0.00% Add +240.0% 68 $12K
Vima LLC 0.01% New 83 $12K
General Partner, Inc. 0.01% No change 66 $11K
Abound Wealth Management 0.00% Reduce -8.7% 63 $11K
NCP Inc. 0.01% — 62 $10K
Cetera Trust Company, N.A 0.01% No change 60 $10K
Front Row Advisors LLC 0.00% No change 60 $10K
Abich Financial Wealth Management LLC 0.01% Add +24.4% 56 $10K
Valley National Advisers Inc. 0.00% Add +81.3% 58 $9K
SJS Investment Consulting Inc. 0.00% Reduce -1.9% 51 $9K
VitalStone Financial, LLC 0.01% Reduce -72.7% 45 $8K
Avion Wealth 0.00% Add +53.6% 43 $8K
Aspect Partners, LLC 0.01% No change 46 $8K
Colonial Trust Advisors 0.00% Reduce -9.8% 46 $8K
Tortoise Investment Management, LLC 0.00% No change 45 $8K
Highline Wealth Partners LLC 0.00% No change 44 $8K
Caldwell Sutter Capital, Inc. 0.00% No change 42 $7K
Byrne Asset Management LLC 0.01% No change 40 $7K
Rakuten Securities, Inc. 0.00% Add +85.7% 39 $7K
Red Tortoise LLC 0.00% No change 37 $6K
TFC Financial Management, Inc. 0.00% Add +5.9% 36 $6K
RFP Financial Group LLC 0.00% No change 33 $6K
Tyler-Stone Wealth Management 0.00% No change 31 $5K
Planning Capital Management Corp 0.00% No change 30 $5K
Trifecta Capital Advisors, LLC 0.00% No change 29 $5K
Pineridge Advisors LLC 0.00% Add +188.9% 26 $4K
Birchbrook, Inc. 0.00% No change 25 $4K
ClariVest Asset Management LLC 0.00% Add +9.1% 24 $4K
Capital Advisors, Ltd. LLC 0.00% Add +76.9% 23 $4K
Penserra Capital Management LLC 0.00% Reduce -98.9% 27 $4K
Delos Wealth Advisors, LLC 0.00% New 21 $4K
PFG Private Wealth Management, LLC 0.00% No change 21 $4K
Cedar Wealth Management, LLC 0.00% No change 21 $4K
Cherry Tree Wealth Management, LLC 0.00% No change 20 $3K
Macroview Investment Management LLC 0.00% Reduce -67.8% 19 $3K
Hantz Financial Services, Inc. 0.00% Reduce -87.7% 17 $3K
Jamison Private Wealth Management, Inc. 0.00% New 15 $3K
Tompkins Financial Corp. 0.00% No change 15 $3K
New England Capital Financial Advisors LLC 0.00% No change 15 $3K
Dunhill Financial, LLC 0.00% Reduce -54.8% 14 $2K
Davis Capital Management 0.00% No change 12 $2K
Caitlin John, LLC 0.00% Reduce -7.7% 12 $2K
FRG Family Wealth Advisors LLC 0.00% New 12 $2K
Global Financial Private Client, LLC 0.00% No change 11 $2K
Financial Synergies Wealth Advisors, Inc. 0.00% No change 9 $2K
WealthCollab, LLC 0.00% No change 8 $1K
REAP Financial Group, LLC 0.00% Reduce -96.0% 7 $1K
Perritt Capital Management Inc 0.00% No change 7 $1K
Delta Asset Management LLC 0.00% No change 7 $1K
Broadwater Capital Management LLC 0.00% No change 6 $1K
TFO Wealth Partners, LLC 0.00% No change 6 $1K
Tsfg, LLC 0.00% Reduce -95.5% 4 $1K
Wolff Wiese Magana LLC 0.00% No change 5 $854
JNBA Financial Advisors 0.00% No change 5 $854
TD Capital Management LLC 0.00% New 4 $683
Castleview Partners, LLC 0.00% No change 3 $512
Richard W. Paul & Associates, LLC 0.00% No change 2 $341
Financial Gravity Asset Management, Inc. 0.00% Reduce -33.3% 2 $319
Mine & Arao Wealth Creation & Management, LLC. 0.00% New 1 $171
Creekmur Asset Management LLC 0.00% Reduce -99.4% 1 $121

"% of holder's portfolio" is VLO's weight in each manager's 13F, not the share of Valero Energy Corp. the manager owns.