Walgreens Boots AllianceWBA

13F holders, Q2 2024 (June 30)
932holders −59
88new positions
148sold out
10famous investors
$12.10avg. 13F price*

At the end of Q2 2024, 932 institutions reported holding Walgreens Boots Alliance Inc. (WBA) in their 13F filings, down 59 from Q1 2024. 88 opened new positions and 148 sold out. The largest holders were Vanguard Group Inc. ($994.3M), BlackRock Inc. ($846.8M) and State Street Corp. ($440.6M). 10 famous investors held it, including John W. Rogers Jr. (0.3% of Ariel Investments's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Mario Gabelli (0.1% of GAMCO Investors's portfolio).

Company
Walgreens Boots Alliance Inc.
CUSIP
931427108
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 991Q1 2024Q2 2024: 932Q2 2024Q3 2024: 878Q3 2024Q4 2024: 880Q4 2024Q1 2025: 852Q1 2025Q2 2025: 809Q2 2025Q3 2025: 9Q3 2025Q4 2025: 2Q4 2025Q1 2026: 3Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions88$124.6M
Exits148$378.8M

All 13F filers, Q1 2024 → Q2 2024: 49,649,768 shares bought and 43,692,720 shares sold, net +5,957,048 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 932 holders

Vanguard Group Inc. 0.02% Reduce -0.1% 82,207,789 $994.3M
BlackRock Inc. 0.02% Add +2.8% 70,009,240 $846.8M
State Street Corp. 0.02% Add +0.7% 36,428,357 $440.6M
Capital World Investors 0.06% Add +0.8% 29,288,035 $354.2M
Invesco Ltd. 0.06% Add +26.8% 21,936,197 $265.3M
Geode Capital Management, LLC 0.02% Add +4.5% 19,734,378 $238.8M
Morgan Stanley 0.01% Reduce -6.3% 11,800,960 $142.7M
Charles Schwab Investment Management Inc. 0.02% Add +8.6% 7,639,331 $92.4M
Northern Trust Corp. 0.02% Add +3.4% 7,584,465 $91.7M
Camber Capital Management LP 3.30% Reduce -10.3% 7,000,000 $84.7M
Norges Bank 0.01% Reduce -5.4% 6,948,112 $84.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +26.4% 6,776,713 $82.0M
Goldman Sachs Group Inc. 0.02% Add +13.2% 6,577,782 $79.6M
Thompson Siegel & Walmsley LLC 1.17% Add +98.8% 6,021,126 $72.8M
Legal & General Group Plc 0.02% Reduce -7.8% 5,632,688 $68.1M
8 Knots Management, LLC 6.57% No change 5,622,559 $68.0M
Bank of New York Mellon Corp 0.01% Reduce -3.1% 5,327,278 $64.4M
Jane Street Group, LLC 0.06% Add +277.4% 4,569,796 $55.3M
Allianz Asset Management GmbH 0.08% Reduce -8.8% 4,167,480 $50.4M
JPMorgan Chase & Co. 0.00% Reduce -37.7% 3,878,636 $46.9M
UBS Group AG 0.01% Add +25.8% 3,730,529 $45.1M
LSV Asset Management 0.10% Reduce -8.2% 3,730,257 $45.1M
Man Group plc 0.12% Add +44.1% 3,728,699 $45.1M
Susquehanna International Group, LLP 0.07% Add +12.6% 3,409,866 $41.2M
Amundi 0.02% Add +18.1% 3,593,635 $39.9M
FMR LLC 0.00% Add +23.4% 3,178,394 $38.4M
Royal Bank of Canada 0.01% Add +9.4% 3,077,226 $37.2M
Barclays PLC 0.02% Reduce -24.3% 2,833,743 $34.3M
Schroder Investment Management Group 0.04% Add +0.2% 2,786,068 $33.7M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +6.1% 2,718,659 $32.9M
Deutsche Bank AG 0.01% Add +14.2% 2,706,995 $32.8M
Newport Trust Company, LLC 0.08% New 2,565,355 $31.0M
Dimensional Fund Advisors LP 0.01% Reduce -29.1% 2,483,556 $30.0M
Goldentree Asset Management LP 2.58% New 2,432,834 $29.4M
Bank of America Corp. 0.00% Add +33.3% 2,379,758 $28.8M
Citigroup Inc. 0.03% Add +29.5% 2,356,864 $28.5M
Bank of Montreal 0.01% Add +6.9% 1,769,932 $27.8M
Swiss National Bank 0.02% Reduce -1.1% 2,171,200 $26.3M
Citadel Advisors 0.03% Add +40.8% 2,103,172 $25.4M
GMO 0.09% Add +16.6% 2,103,111 $25.4M
BNP Paribas Financial Markets 0.03% Add +14.6% 2,065,802 $25.0M
Ariel Investments 0.27% Add +10.8% 2,038,878 $24.7M
Nuveen Asset Management, LLC 0.01% Reduce -6.9% 1,717,266 $20.8M
HSBC Holdings PLC 0.01% Add +12.8% 1,628,058 $19.8M
Tudor Investment Corporation 0.21% Add +114.4% 1,585,039 $19.2M
Wells Fargo & Company 0.00% Reduce -7.6% 1,532,420 $18.5M
Qube Research & Technologies Ltd 0.03% Add +67.9% 1,526,627 $18.5M
Applied Finance Capital Management, LLC 0.85% Add +86.6% 1,523,464 $18.4M
First Trust Advisors LP 0.02% Reduce -32.7% 1,465,420 $17.7M
Alps Advisors Inc. 0.12% Add +32.9% 1,422,491 $17.2M
Rhumbline Advisers 0.01% Reduce -5.2% 1,317,870 $15.9M
Solas Capital Management, LLC 8.49% Add +110.8% 1,284,554 $15.5M
CANADA LIFE ASSURANCE Co 0.03% Reduce -2.9% 1,280,980 $15.5M
Edgar Lomax Co. 0.99% Reduce -1.7% 1,266,725 $15.3M
Alberta Investment Management Corp 0.17% Reduce -1.2% 1,257,100 $15.2M
Storebrand Asset Management As 0.05% Reduce -14.2% 1,235,133 $14.9M
California State Teachers Retirement System 0.02% Add +1.6% 1,207,756 $14.6M
AQR Capital Management 0.02% Reduce -3.2% 1,176,182 $14.2M
Victory Capital Management Inc. 0.01% Reduce -10.3% 1,142,895 $13.8M
GAMCO Investors 0.15% Add +4.5% 1,121,462 $13.6M
AXA S.A. 0.04% Reduce -13.0% 1,084,728 $13.1M
Eubel Brady & Suttman Asset Management Inc. 2.11% Add +32.9% 1,083,539 $13.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +19.1% 1,060,837 $12.8M
Kiltearn Partners LLP 1.55% Reduce -17.6% 1,059,500 $12.8M
D. E. Shaw & Co. 0.02% Add +173.2% 1,047,553 $12.7M
Cubist Systematic Strategies, LLC 0.22% Add +172.5% 1,031,592 $12.5M
LPL Financial LLC 0.01% Add +3.0% 1,006,812 $12.2M
T. Rowe Price Associates Inc. 0.00% Add +3.3% 1,005,532 $12.2M
Advisors Asset Management, Inc. 0.23% Reduce -4.0% 994,406 $12.0M
Alliancebernstein L.P. 0.00% Add +2.8% 993,445 $12.0M
Jump Financial, LLC 0.24% Add +1050.7% 982,051 $11.9M
California Public Employees Retirement System 0.01% Reduce -22.5% 975,094 $11.8M
ProShare Advisors LLC 0.03% Reduce -6.9% 923,146 $11.2M
Sasco Capital Inc. / CT/ 1.56% New 916,490 $11.1M
Prudential Financial Inc. 0.02% Reduce -25.6% 909,445 $11.0M
Ameriprise Financial Inc. 0.00% Reduce -54.3% 881,168 $10.6M
Rafferty Asset Management, LLC 0.04% Add +27.3% 861,997 $10.4M
Principal Financial Group Inc. 0.01% Add +5.1% 861,170 $10.4M
State Board of Administration of Florida Retirement System 0.02% Reduce -3.2% 805,512 $9.7M
Lone Peak Global Investors LLC 2.11% Add +58.4% 803,204 $9.7M
GW Henssler & Associates Ltd. 0.57% Add +11.2% 785,568 $9.5M
Engineers Gate Manager LP 0.21% Add +266.3% 754,108 $9.1M
KLCM Advisors, Inc. 1.08% Reduce -1.8% 721,888 $8.7M
IPG Investment Advisors LLC 1.87% Add +64.1% 709,310 $8.6M
Greylin Investment Management, Inc 1.51% Add +24.6% 704,587 $8.5M
Twinbeech Capital LP 0.16% New 686,990 $8.3M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -2.2% 686,897 $8.3M
State of Wisconsin Investment Board 0.02% Add +18.0% 681,272 $8.2M
Squarepoint Ops LLC 0.03% Add +3377.2% 674,959 $8.2M
Stamos Capital Partners, L.P. 1.73% Add +203.8% 672,720 $8.1M
New York State Teachers Retirement System 0.02% Reduce -11.9% 639,686 $7.7M
Raymond James & Associates 0.01% Reduce -16.7% 623,962 $7.5M
South Dakota Investment Council 0.15% Add +15.4% 610,576 $7.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% — 599,619 $7.3M
Thompson Investment Management, Inc. 1.08% Add +14.1% 576,344 $7.0M
Swedbank AB 0.01% Reduce -25.3% 563,639 $6.8M
Neo Ivy Capital Management 1.30% — 549,116 $6.6M
Millennium Management 0.01% Reduce -77.7% 539,453 $6.5M
AMF Tjanstepension AB 0.05% New 531,723 $6.4M
Stifel Financial Corp. 0.01% Reduce -19.1% 526,436 $6.4M
New York State Common Retirement Fund 0.01% Add +0.0% 510,709 $6.2M
Guggenheim Capital LLC 0.04% Reduce -18.6% 505,641 $6.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +5.7% 497,633 $6.0M
Pictet Asset Management Holding SA 0.01% Add +35.8% 497,119 $6.0M
Marble Harbor Investment Counsel, LLC 0.70% Add +10.4% 495,073 $6.0M
National Bank of Canada 0.01% Reduce -19.6% 514,766 $5.9M
Commonwealth Equity Services, LLC 0.01% Reduce -7.1% 487,506 $5.9M
Wintrust Investments LLC 0.47% Add +64.3% 482,537 $5.8M
HighTower Advisors, LLC 0.01% Reduce -50.1% 478,221 $5.8M
Envestnet Asset Management Inc. 0.00% Reduce -2.0% 476,282 $5.8M
CenterBook Partners LP 0.36% Add +91.2% 472,646 $5.7M
Sound Income Strategies, LLC 0.39% Add +6.7% 463,745 $5.6M
AE Wealth Management LLC 0.06% Add +12.0% 460,197 $5.6M
Manufacturers Life Insurance Company, The 0.01% Add +2.1% 436,849 $5.3M
Group One Trading LLC 0.17% Add +67.9% 434,821 $5.3M
Kwmg, LLC 0.56% Add +30.5% 432,879 $5.2M
Point72 Asset Management 0.02% Add +307.0% 428,924 $5.2M
Quaker Capital Investments, LLC 1.69% New 425,000 $5.1M
Wealthfront Advisers LLC 0.02% Add +80.5% 417,970 $5.1M
GTS Securities LLC 0.10% Add +32.7% 416,904 $5.0M
National Pension Service 0.01% Reduce -74.0% 414,046 $5.0M
Simplex Trading, LLC 0.15% Reduce -35.7% 397,983 $4.8M
Cibc World Market Inc. 0.01% Reduce -6.3% 397,458 $4.8M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -1.4% 392,558 $4.7M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +2.8% 391,298 $4.7M
Russell Investments Group, Ltd. 0.01% Reduce -11.6% 384,357 $4.7M
Cerity Partners LLC 0.01% Add +18.8% 383,447 $4.6M
Creative Planning 0.00% Add +37.6% 381,301 $4.6M
TD Asset Management Inc 0.00% Add +24.9% 379,029 $4.6M
Cetera Investment Advisers 0.01% Add +4.4% 364,734 $4.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.05% Add +25.7% 359,515 $4.4M
Asset Management One Co., Ltd. 0.02% Reduce -17.7% 360,247 $4.4M
Sei Investments Co. 0.01% Reduce -13.1% 348,642 $4.2M
Cambridge Financial Group, Inc. 1.88% Add +64.3% 345,633 $4.2M
UniSuper Management Pty Ltd 0.03% Add +14.7% 342,164 $4.1M
Capital International Sarl 0.12% Add +6.5% 334,822 $4.0M
Corebridge Financial, Inc. 0.02% — 331,588 $4.0M
Toronto Dominion Bank 0.01% Reduce -21.4% 329,469 $4.0M
Aberdeen Group plc 0.01% Add +2.7% 327,537 $4.0M
Focus Partners Wealth 0.01% Add +103.8% 327,150 $3.9M
Balyasny Asset Management L.P. 0.01% Reduce -85.4% 313,636 $3.8M
Treasurer of the State of North Carolina 0.02% Reduce -5.3% 311,574 $3.8M
Ensign Peak Advisors, Inc 0.01% Add +8.4% 308,736 $3.7M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -3.3% 305,677 $3.7M
Quantitative Investment Management, LLC 0.40% Add +59.8% 300,114 $3.6M
LBP Am SA 0.15% New 294,273 $3.6M
Capital International Ltd. 0.16% Add +4.2% 290,977 $3.5M
SteelPeak Wealth, LLC 0.17% Reduce -16.3% 290,546 $3.5M
Mn Services Vermogensbeheer B.V. 0.03% Reduce -2.2% 289,800 $3.5M
Royal London Asset Management Ltd. 0.01% No change 286,007 $3.5M
Beacon Pointe Advisors, LLC 0.04% Reduce -4.6% 282,083 $3.4M
Gabelli Funds LLC 0.03% Reduce -5.1% 280,000 $3.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -9.2% 278,601 $3.4M
PNC Financial Services Group, Inc. 0.00% Reduce -9.5% 275,845 $3.3M
US Bancorp \de 0.00% Reduce -9.4% 275,311 $3.3M
State of New Jersey Common Pension Fund D 0.01% Reduce -35.2% 274,522 $3.3M
Public Employees Retirement System of Ohio 0.01% Reduce -0.5% 272,990 $3.3M
Nomura Asset Management Co. Ltd. 0.01% Add +2.1% 271,830 $3.3M
Capital International, Inc. 0.04% Add +22.2% 269,120 $3.3M
Cibc World Markets Corp. 0.02% Add +5.5% 266,515 $3.2M
Van Eck Associates Corp. 0.00% Add +113.5% 266,259 $3.2M
Korea Investment CORP 0.01% Add +10.0% 264,221 $3.2M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.39% Reduce -0.6% 263,570 $3.2M
State of Michigan Retirement System 0.02% Add +4.0% 261,200 $3.2M
Handelsbanken Fonder AB 0.01% Reduce -25.5% 259,589 $3.1M
Altrius Capital Management Inc 0.79% Add +39.9% 249,487 $3.0M
Resona Asset Management Co.,Ltd. 0.02% Add +1.3% 249,044 $3.0M
Osaic Holdings, Inc. 0.01% Reduce -19.1% 248,940 $3.0M
Corient Private Wealth LP 0.01% Reduce -9.1% 242,565 $2.9M
Voya Investment Management LLC 0.00% Add +4.2% 237,650 $2.9M
CIBC Asset Management Inc 0.01% Add +1.0% 237,502 $2.9M
Schaper Benz & Wise Investment Counsel Inc. 0.25% Reduce -8.5% 236,240 $2.9M
American Investment Services, Inc. 0.50% Reduce -5.9% 232,830 $2.8M
Verition Fund Management LLC 0.02% Add +677.9% 231,561 $2.8M
Aviva PLC 0.01% Reduce -27.0% 228,958 $2.8M
Financial Sense Advisors, Inc. 0.85% Add +64.0% 221,777 $2.7M
Axq Capital, LP 0.63% New 221,738 $2.7M
Amalgamated Bank 0.02% Add +13.2% 217,597 $2.6M
Credit Agricole S A 0.02% Add +98.5% 216,660 $2.6M
Truist Financial Corp. 0.00% Reduce -14.7% 216,044 $2.6M
USS Investment Management Ltd 0.02% Add +4.5% 213,228 $2.6M
Intact Investment Management Inc. 0.10% Add +12.4% 212,200 $2.6M
Blair William & Co. 0.01% Reduce -3.9% 212,015 $2.6M
Gotham Asset Management 0.03% Add +165.3% 210,872 $2.6M
Forsta Ap-Fonden 0.02% Add +13.1% 210,200 $2.5M
Franklin Resources Inc. 0.00% Add +10.3% 208,183 $2.5M
Nomura Holdings Inc. 0.02% Add +862.1% 205,929 $2.5M
Hennessy Advisors Inc. 0.09% Add +16.6% 205,400 $2.5M
Arizona State Retirement System 0.02% Reduce -0.1% 201,438 $2.4M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.03% — 197,564 $2.4M
AIA Group Ltd 0.07% Add +37.8% 195,057 $2.4M
Capstone Investment Advisors, LLC 0.10% Add +177.7% 191,743 $2.3M
MetLife Investment Management, LLC 0.01% Add +13.9% 190,984 $2.3M
Leonteq Securities AG 0.31% Add +122.2% 184,138 $2.2M
Wesleyan Assurance Society 0.18% No change 175,326 $2.1M
Sanders Morris Harris LLC 0.35% Add +54.7% 173,898 $2.1M
Janney Montgomery Scott LLC 0.01% Reduce -38.1% 170,792 $2.1M
Erste Asset Management GmbH 0.03% No change 166,300 $2.0M
Clifford Swan Investment Counsel LLC 0.08% Add +1.1% 166,711 $2.0M
Bontempo Ohly Capital Mgmt LLC 1.01% Add +1.6% 166,556 $2.0M
Nissay Asset Management Corp. /Japan 0.01% Add +16.9% 163,430 $2.0M
Comerica Bank 0.01% Reduce -3.3% 161,257 $2.0M
WNY Asset Management, LLC 0.25% Add +4.0% 158,195 $1.9M
Retirement Systems of Alabama 0.01% Reduce -0.0% 157,956 $1.9M
Allspring Global Investments Holdings, LLC 0.00% Add +344.7% 157,898 $1.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.1% 157,281 $1.9M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -87.6% 155,651 $1.9M
Kestra Advisory Services, LLC 0.01% Add +7.0% 156,281 $1.9M
Fayez Sarofim & Co 0.01% Add +20.0% 154,262 $1.9M
CM Management, LLC 1.66% Add +7.1% 150,000 $1.8M
Argent Trust Co 0.08% Reduce -11.7% 149,842 $1.8M
Slagle Financial, LLC 0.93% New 149,231 $1.8M
Yousif Capital Management, LLC 0.02% Add +1.5% 148,064 $1.8M
IFM Investors Pty Ltd 0.02% Add +2.1% 147,787 $1.8M
DekaBank Deutsche Girozentrale 0.00% Add +4.0% 147,305 $1.8M
O'shaughnessy Asset Management, LLC 0.02% Reduce -19.9% 146,508 $1.8M
Skandinaviska Enskilda Banken AB (publ) 0.01% No change 145,971 $1.8M
Avenir Corp. 0.17% Reduce -62.3% 145,371 $1.8M
Belpointe Asset Management LLC 0.12% Add +648.5% 144,384 $1.7M
Tower Research Capital LLC (TRC) 0.03% Add +36.9% 144,334 $1.7M
PDT Partners, LLC 0.16% New 143,915 $1.7M
Stoneridge Investment Partners LLC 0.65% Add +5.1% 142,643 $1.7M
Rockefeller Capital Management L.P. 0.00% Add +2.8% 142,371 $1.7M
Baird Financial Group, Inc. 0.00% Reduce -23.7% 141,546 $1.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +60.5% 140,441 $1.7M
Federation des caisses Desjardins du Quebec 0.01% Add +0.6% 137,295 $1.7M
Czech National Bank 0.02% Add +8.3% 136,450 $1.7M
State of Alaska, Department of Revenue 0.02% Add +48.1% 133,983 $1.6M
Alaska Permanent Fund Corp 0.02% Add +32.9% 136,128 $1.6M
Northwestern Mutual Wealth Management Co. 0.00% Add +31.6% 132,456 $1.6M
Daiwa Securities Group Inc. 0.01% Add +8.9% 128,744 $1.6M
SG Americas Securities, LLC 0.01% Reduce -38.1% 127,041 $1.5M
Redwood Investment Management, LLC 0.13% Add +26.3% 125,876 $1.5M
Shelton Capital Management 0.04% No change 125,610 $1.5M
DNB Asset Management AS 0.01% Add +9.5% 124,912 $1.5M
D.A. Davidson & Co. 0.01% Add +3.0% 124,573 $1.5M
Skylands Capital, LLC 0.21% Add +223.0% 124,350 $1.5M
Poehling Capital Management, INC. 0.41% Reduce -0.4% 124,375 $1.5M
Pacer Advisors, Inc. 0.00% Add +36.8% 123,709 $1.5M
Pingora Partners LLC 1.04% Add +9.4% 121,308 $1.5M
Utah Retirement Systems 0.02% Reduce -4.7% 117,912 $1.4M
M&T Bank Corp 0.00% Add +5.4% 117,806 $1.4M
Chicago Partners Investment Group LLC 0.05% Add +5.3% 116,335 $1.4M
Tredje AP-fonden 0.01% Reduce -1.5% 115,249 $1.4M
New York Life Investment Management LLC 0.01% Add +3.0% 114,886 $1.4M
Fulton Bank, N.A. 0.06% Add +28.5% 114,852 $1.4M
Bank of Nova Scotia 0.00% Add +43.8% 114,368 $1.4M
Tidal Investments LLC 0.02% Add +29.0% 112,566 $1.4M
Xponance LLC 0.01% Reduce -5.6% 111,260 $1.3M
Monarch Capital Management Inc. 0.39% Reduce -0.6% 110,217 $1.3M
Ally Financial Inc. 0.17% No change 110,000 $1.3M
IHT Wealth Management, LLC 0.05% Add +80.9% 109,818 $1.3M
Scotia Capital Inc. 0.01% Reduce -77.3% 109,591 $1.3M
American Assets Investment Management, LLC 0.12% No change 109,580 $1.3M
Pathstone Holdings, LLC 0.01% Add +10.9% 109,111 $1.3M
Louisiana State Employees Retirement System 0.03% Reduce -0.3% 109,000 $1.3M
KBC Group NV 0.00% Reduce -6.0% 108,667 $1.3M
Capstone Financial Advisors, Inc. 0.09% Add +1.1% 107,060 $1.3M
Vontobel Holding Ltd. 0.00% Add +404.9% 106,950 $1.3M
Sicart Associates LLC 0.49% Reduce -1.1% 106,529 $1.3M
CastleKnight Management LP 0.18% New 106,400 $1.3M
Rakuten Securities, Inc. 0.55% Add +4.2% 106,132 $1.3M
Macquarie Group Ltd. 0.00% Add +54.8% 105,963 $1.3M
Vest Financial, LLC 0.03% Add +23.2% 104,524 $1.3M
Landscape Capital Management, L.L.C. 0.10% New 102,134 $1.2M
Texas Capital Bank Wealth Management Services Inc 0.13% Add +62.7% 101,442 $1.2M
Scientech Research LLC 0.25% New 100,433 $1.2M
Callodine Capital Management, LP 0.28% New 100,000 $1.2M
Manning & Napier Advisors LLC 0.01% — 100,000 $1.2M
Advisory Services Network, LLC 0.02% Add +0.2% 98,723 $1.2M
Janus Henderson Group PLC 0.00% Reduce -14.7% 98,343 $1.2M
Quantinno Capital Management LP 0.02% Add +428.1% 97,693 $1.2M
J. Safra Sarasin Holding AG 0.02% — 97,484 $1.2M
State of Tennessee, Department of Treasury 0.00% Reduce -6.2% 97,214 $1.2M
Mariner, LLC 0.00% Reduce -15.7% 95,737 $1.2M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -14.3% 95,747 $1.2M
Captrust Financial Advisors 0.00% Reduce -1.9% 94,373 $1.1M
Candriam S.C.A. 0.01% Reduce -0.5% 93,791 $1.1M
Integrated Wealth Concepts LLC 0.01% Add +137.5% 90,966 $1.1M
Mutual of America Capital Management LLC 0.01% Reduce -3.7% 90,387 $1.1M
Nisa Investment Advisors, LLC 0.01% Reduce -5.5% 89,931 $1.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +4.6% 89,626 $1.1M
MML Investors Services, LLC 0.00% Add +15.8% 89,251 $1.1M
Clark Capital Management Group, Inc. 0.01% New 88,831 $1.1M
Financial Partners Group, LLC 0.41% Add +50.2% 87,577 $1.1M
Wealth Advisors of Tampa Bay, LLC 0.49% No change 87,572 $1.1M
HighPoint Advisor Group LLC 0.06% Reduce -1.8% 85,129 $1.0M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +216.6% 85,192 $1.0M
iA Global Asset Management Inc. 0.02% Add +4.6% 84,750 $1.0M
Choreo, LLC 0.02% Add +83.4% 87,726 $1.0M
Commerce Bank 0.01% Reduce -12.4% 83,255 $1.0M
Fifth Third Bancorp 0.00% Reduce -20.5% 82,755 $1.0M
Kessler Investment Group, LLC 0.53% Reduce -6.8% 81,447 $985K
Money Concepts Capital Corp. 0.08% Add +1.7% 81,034 $980K
Bar Harbor Wealth Management 0.06% Reduce -4.8% 80,604 $975K
Barnett & Company, Inc. 0.70% Reduce -0.7% 80,084 $969K
De Lisle Partners LLP 0.21% No change 80,000 $968K
Prescott Group Capital Management, L.L.C. 0.15% New 79,428 $961K
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 79,204 $958K
Quinn Opportunity Partners LLC 0.11% New 79,004 $956K
HRT Financial LP 0.01% Reduce -94.8% 78,885 $954K
Cresset Asset Management, LLC 0.00% Reduce -39.4% 78,212 $946K
Public Employees Retirement Association of Colorado 0.00% Reduce -1.5% 76,853 $930K
APG Asset Management N.V. 0.00% Reduce -91.0% 82,406 $930K
Praxis Investment Management Inc. 0.06% Reduce -27.9% 52,370 $929K
Sunbelt Securities, Inc. 0.09% Add +46.1% 76,228 $922K
Uncommon Cents Investing LLC 0.29% Reduce -0.9% 76,056 $920K
Lafayette Investments, Inc. 0.21% Reduce -1.1% 75,003 $907K
Swiss Life Asset Management Ltd 0.01% Add +362.3% 72,980 $883K
Relative Value Partners Group, LLC 0.11% New 71,345 $863K
Lake Street Private Wealth, LLC 0.11% Reduce -0.3% 71,345 $863K
Profund Advisors LLC 0.03% Reduce -1.3% 70,490 $853K
Savant Capital, LLC 0.01% Add +59.1% 69,631 $842K
CIBC Private Wealth Group LLC 0.00% Reduce -27.4% 77,717 $841K
tru Independence LLC 0.25% Reduce -11.2% 69,275 $838K
XTX Topco Ltd 0.07% New 69,215 $837K
First Manhattan Co. Llc. 0.00% Reduce -20.2% 68,944 $834K
Elo Mutual Pension Insurance Co 0.02% Add +2.7% 68,593 $830K
Quilter Plc 0.02% Reduce -0.9% 68,577 $829K
Robeco Institutional Asset Management B.V. 0.00% Reduce -1.9% 68,384 $827K
William B. Walkup & Associates, Inc. 0.54% — 67,864 $821K
NEOS Investment Management LLC 0.03% Add +45.8% 67,779 $820K
Polianta Ltd 0.41% Add +33.3% 67,200 $812K
Te Ahumairangi Investment Management Ltd 0.15% Reduce -43.6% 66,599 $806K
Independent Financial Group, LLC 0.03% Add +30.1% 66,409 $803K
Ossiam 0.02% Reduce -67.3% 66,392 $803K
Wellington Management Group LLP 0.00% Reduce -13.6% 65,968 $798K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +1.6% 65,690 $795K
DAVENPORT & Co LLC 0.00% Reduce -16.7% 63,011 $762K
Hussman Strategic Advisors, Inc. 0.21% No change 63,000 $762K
Buckley Wealth Management, LLC 0.24% Add +68.7% 62,985 $762K
MAI Capital Management 0.01% Reduce -22.6% 62,900 $761K
SpiderRock Advisors, LLC 0.02% Add +2.9% 62,834 $760K
Mackenzie Financial Corp. 0.00% Reduce -5.9% 62,769 $759K
Townsend & Associates, Inc 0.08% Add +2.7% 64,134 $758K
Ameritas Advisory Services, LLC 0.03% Add +8.2% 62,291 $753K
DORCHESTER WEALTH MANAGEMENT Co 0.14% Reduce -1.7% 61,833 $748K
Oregon Public Employees Retirement Fund 0.01% Add +0.3% 61,440 $743K
Gulf International Bank (UK) Ltd 0.02% No change 60,859 $736K
Inceptionr LLC 0.21% New 60,542 $732K
Walleye Capital LLC 0.01% Add +391.9% 60,227 $728K
Heritage Investors Management Corp. 0.03% Reduce -0.6% 60,025 $726K
F/m Investments LLC 0.03% New 59,625 $721K
Marathon Trading Investment Management LLC 0.19% New 59,200 $716K
Cantor Fitzgerald Investment Advisors L.P. 0.06% New 59,048 $714K
Capital Group Investment Management Pte. LTD. 0.15% No change 58,563 $708K
TCTC Holdings, LLC 0.02% Reduce -1.6% 57,955 $701K
Western Wealth Management, LLC 0.05% Reduce -3.2% 57,900 $700K
Parthenon LLC 0.09% No change 57,785 $699K
AIMZ Investment Advisors, LLC 0.25% Reduce -2.3% 57,722 $698K
Teachers Retirement System of the State of Kentucky 0.01% Reduce -2.8% 56,854 $687K
Nordea Investment Management AB 0.00% Add +7.4% 55,550 $686K
Keybank National Association 0.00% Add +2.1% 55,932 $677K
Lazard Asset Management LLC 0.00% Reduce -81.1% 55,886 $675K
IMC-Chicago, LLC 0.02% New 55,334 $669K
Mizuho Securities USA LLC 0.01% New 55,213 $668K
Hennion & Walsh Asset Management, Inc. 0.03% Reduce -11.9% 55,145 $667K
Strategic Advisors LLC 0.13% Add +2.8% 54,775 $663K
Maryland State Retirement & Pension System 0.01% No change 54,695 $662K
Straight Path Wealth Management 0.34% Add +2.8% 54,500 $659K
Avantax Advisory Services, Inc. 0.00% Reduce -1.2% 54,257 $656K
Edgestream Partners, L.P. 0.03% New 54,124 $655K
Kentucky Retirement Systems 0.02% Reduce -0.7% 53,959 $653K
Mirabella Financial Services LLP 0.05% Add +467.3% 53,613 $648K
Allianz SE 0.02% Reduce -16.3% 53,384 $646K
B.O.S.S. Retirement Advisors, LLC 0.16% Add +13.7% 53,159 $643K
Raymond James Trust N.A. 0.01% Reduce -17.3% 52,838 $639K
Calamos Advisors LLC 0.00% No change 52,650 $637K
Marex Group Ltd 0.02% Add +356.4% 52,460 $635K
Vanguard Personalized Indexing Management, LLC 0.01% Add +19.5% 52,400 $633K
MBB Public Markets I LLC 0.01% New 52,285 $632K
LexAurum Advisors, LLC 0.16% Add +65.1% 52,116 $630K
Piedmont Capital Management, LLC 0.42% No change 33,267 $622K
Townsquare Capital LLC 0.01% Add +36.2% 50,950 $616K
Plato Investment Management Ltd 0.06% Add +391684.6% 50,932 $616K
Monaco Asset Management SAM 0.30% Reduce -69.1% 50,000 $605K
Ostrum Asset Management 0.05% Reduce -37.9% 49,397 $597K
Crossmark Global Holdings, Inc. 0.01% Reduce -88.6% 48,616 $588K
Mercer Global Advisors Inc. 0.00% Reduce -10.2% 48,084 $582K
Auto-Owners Insurance Co 0.02% No change 48,000 $581K
Inlet Private Wealth, LLC 0.16% Add +1.9% 47,820 $578K
Long Road Investment Counsel, LLC 0.25% No change 47,750 $578K
United Capital Financial Advisors, LLC 0.00% Add +11.4% 47,360 $573K
Sowell Financial Services LLC 0.03% Reduce -3.3% 47,252 $572K
Ethic Inc. 0.01% Reduce -11.9% 46,947 $568K
Neuberger Berman Group LLC 0.00% Reduce -16.4% 46,336 $560K
Eagle Ridge Investment Management 0.05% No change 46,300 $560K
Diligent Investors, LLC 0.14% Reduce -5.0% 45,967 $556K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -30.5% 45,479 $550K
Hartford Investment Management Co. 0.02% Reduce -1.6% 45,287 $548K
Tectonic Advisors LLC 0.04% Add +26.8% 44,252 $535K
Private Advisor Group, LLC 0.00% Reduce -14.3% 43,835 $530K
Chiron Capital Management, LLC 0.50% Add +45.1% 43,402 $525K
Means Investment Co., Inc. 0.06% Add +0.0% 42,611 $515K
Silverleafe Capital Partners, LLC 0.18% New 42,500 $514K
Moors & Cabot, Inc. 0.03% Reduce -24.1% 42,003 $508K
Azimuth Capital Investment Management LLC 0.02% Reduce -61.6% 41,920 $507K
Securian Asset Management, Inc. 0.01% Reduce -2.3% 41,172 $498K
Unison Advisors LLC 0.06% Add +1.4% 41,109 $497K
Illinois Municipal Retirement Fund 0.01% Reduce -80.6% 41,064 $497K
Towle & Co. 0.06% Reduce -2.0% 40,886 $495K
Patten & Patten Inc. 0.03% Reduce -7.3% 40,630 $491K
Old National Bancorp 0.01% Reduce -14.6% 40,361 $488K
Snowden Capital Advisors LLC 0.01% Add +53.9% 40,302 $487K
Manitou Investment Management Ltd. 0.11% No change 40,000 $484K
Vantage Consulting Group Inc 0.36% Add +33.4% 39,962 $483K
Benjamin F. Edwards & Company, Inc. 0.01% Add +2.4% 39,889 $482K
Flputnam Investment Management Co. 0.01% New 39,830 $482K
Elevated Capital Advisors, LLC 0.13% New 39,562 $479K
Cullen/Frost Bankers, Inc. 0.01% Reduce -13.2% 39,438 $477K
Atria Wealth Solutions, Inc. 0.01% Reduce -8.3% 39,170 $474K
Panagora Asset Management Inc. 0.00% Reduce -51.3% 38,875 $470K
Qsemble Capital Management, LP 0.09% Reduce -30.3% 38,750 $469K
Foundry Partners, LLC 0.03% New 38,590 $467K
Harbour Investments, Inc. 0.02% Reduce -2.3% 38,235 $462K
Equitable Holdings, Inc. 0.00% Add +43.1% 38,172 $462K
Sanctuary Advisors, LLC 0.00% — 25,883 $458K
Mork Capital Management, LLC 0.36% No change 37,620 $455K
Trust Investment Advisors 0.28% Add +8.8% 36,847 $446K
Systematic Alpha Investments, LLC 0.02% No change 36,400 $440K
Columbia Asset Management 0.08% Reduce -14.7% 36,287 $439K
Schonfeld Strategic Advisors LLC 0.00% Add +27.3% 36,258 $439K
New Mexico Educational Retirement Board 0.02% No change 36,165 $437K
Cidel Asset Management Inc. 0.03% Add +20.3% 36,117 $437K
Lebenthal Global Advisors, LLC 0.10% Add +4.5% 35,943 $435K
Arkadios Wealth Advisors 0.03% Add +12.7% 35,763 $433K
Banque Cantonale Vaudoise 0.02% Reduce -62.4% 35,704 $432K
International Assets Investment Management, LLC 0.04% Reduce -8.6% 35,269 $427K
Ameritas Investment Partners, Inc. 0.01% Reduce -0.5% 33,027 $399K
PFG Investments, LLC 0.03% Reduce -17.4% 32,671 $395K
CENTRAL TRUST Co 0.01% Reduce -4.8% 32,660 $395K
Huntington National Bank 0.00% Reduce -41.7% 32,606 $394K
Norinchukin Bank, The 0.01% Add +1.3% 32,474 $393K
Ceera Investments, LLC 0.16% Add +0.3% 32,190 $389K
North Star Investment Management Corp. 0.03% Reduce -7.7% 32,050 $388K
Sheaff Brock Investment Advisors, LLC 0.04% Add +0.5% 31,981 $387K
Legacy Financial Advisors, Inc. 0.07% New 31,861 $385K
Rothschild Investment LLC 0.03% Add +13.9% 31,552 $382K
Smith, Moore & Co. 0.04% Add +36.7% 31,379 $380K
NorthRock Partners, LLC 0.01% Add +38.4% 31,114 $376K
Buckingham Strategic Wealth, LLC 0.00% Reduce -5.2% 31,024 $375K
Canada Pension Plan Investment Board 0.00% Reduce -90.1% 30,675 $371K
Copperwynd Financial, LLC 0.12% Add +55.0% 30,949 $367K
Sigma Planning Corp 0.01% Add +10.5% 30,350 $367K
American Century Companies Inc. 0.00% Add +0.5% 30,234 $366K
DoubleLine ETF Adviser LP 0.10% Reduce -5.8% 30,221 $366K
Gifford Fong Associates 0.10% No change 30,000 $363K
Towerview LLC 0.24% No change 30,000 $363K
Kestra Private Wealth Services, LLC 0.01% Add +0.2% 29,856 $361K
&partners 0.02% Add +38.5% 29,835 $361K
Brown, Lisle/Cummings, Inc. 0.12% Add +22.6% 29,734 $360K
NewEdge Advisors, LLC 0.00% Reduce -22.8% 29,209 $353K
Thrivent Financial for Lutherans 0.00% Reduce -1.0% 28,891 $349K
Park Avenue Securities LLC 0.00% Add +40.2% 28,787 $348K
CHICAGO TRUST Co NA 0.07% Add +4.7% 28,678 $347K
Jacobi Capital Management LLC 0.03% Add +5.4% 28,365 $343K
XML Financial, LLC 0.03% Add +3.0% 28,225 $341K
Cwm, LLC 0.00% Reduce -13.0% 28,181 $341K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 21,736 $340K
Applied Capital LLC 0.29% New 27,915 $338K
E. Ohman J:or Asset Management AB 0.01% No change 27,800 $336K
Assenagon Asset Management S.A. 0.00% Add +4.0% 27,699 $335K
Bahl & Gaynor LLC 0.00% Reduce -13.7% 27,690 $335K
Oracle Investment Management Inc. 0.36% No change 27,500 $333K
NorthCoast Asset Management LLC 0.00% Add +66.8% 27,289 $330K
HAP Trading, LLC 0.14% Reduce -64.2% 27,164 $329K
Lido Advisors, LLC 0.00% Add +84.7% 27,150 $328K
IFP Advisors, Inc 0.01% Add +20.9% 26,980 $326K
Brown Advisory Inc. 0.00% Reduce -55.9% 26,962 $326K
King Luther Capital Management Corp. 0.00% Reduce -16.7% 26,850 $325K
Atlas Brown,Inc. 0.12% Reduce -15.3% 26,770 $324K
Empowered Funds, LLC 0.01% Add +21.1% 26,657 $322K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -14.7% 26,489 $320K
Rathbones Group PLC 0.00% No change 26,263 $318K
True Vision MN LLC 0.21% Add +0.1% 26,167 $316K
Harvest Fund Management Co., Ltd 0.02% Add +2.8% 26,105 $316K
Wedbush Securities Inc. 0.01% Reduce -50.8% 26,058 $315K
Two Sigma Securities, LLC 0.01% New 25,822 $312K
Romano Brothers and Company 0.04% Reduce -2.3% 25,787 $312K
Wendell David Associates Inc. 0.03% No change 25,753 $311K
Halbert Hargrove Global Advisors, LLC 0.02% No change 25,700 $311K
Florida Trust Wealth Management Co 0.01% Reduce -6.1% 25,588 $309K
Farmers & Merchants Investments Inc. 0.01% Reduce -2.6% 25,274 $306K
Public Sector Pension Investment Board 0.00% Add +76.2% 24,726 $299K
Empirical Finance, LLC 0.02% Reduce -6.0% 24,521 $297K
V-Square Quantitative Management LLC 0.05% Add +83.9% 24,256 $293K
Summit Trail Advisors, LLC 0.01% Add +60.6% 24,220 $293K
Sequoia Financial Advisors, LLC 0.00% Reduce -14.9% 24,152 $292K
Kentucky Retirement Systems Insurance Trust Fund 0.02% Reduce -2.2% 23,096 $279K
Sheets Smith Wealth Management 0.03% Reduce -0.9% 23,000 $278K
Mather Group, Llc. 0.00% Add +27.1% 12,823 $278K
Metis Global Partners, LLC 0.01% Reduce -1.0% 22,852 $276K
Independent Advisor Alliance 0.01% Reduce -3.4% 22,818 $276K
Jones Financial Companies LLLP 0.00% Add +180.1% 22,791 $276K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.3% 22,788 $276K
Cairn Investment Group, Inc. 0.16% Reduce -7.0% 22,705 $275K
United Services Automobile Association 0.01% Reduce -7.3% 22,487 $272K
Equitable Trust Co. 0.02% Add +39.1% 22,143 $268K
Glenmede Trust Co. NA 0.00% Reduce -45.8% 22,069 $267K
First Trust Direct Indexing L.P. 0.02% Reduce -31.3% 22,045 $267K
Canal Insurance CO 0.07% No change 22,000 $266K
Envestnet Portfolio Solutions, Inc. 0.00% Add +3.4% 21,988 $266K
Clarius Group, LLC 0.02% New 21,867 $264K
Wealth Management Associates, Inc. 0.12% No change 21,774 $263K
Gagnon Securities LLC 0.06% Reduce -2.0% 21,590 $261K
Patten Group, Inc. 0.06% Reduce -2.2% 21,524 $260K
Visionary Horizons, LLC 0.19% No change 21,451 $259K
CI Investments Inc. 0.00% Reduce -2.7% 21,166 $256K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -76.2% 21,157 $256K
ING Groep NV 0.00% New 21,095 $255K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.5% 20,977 $254K
Symmetry Investments LP 0.03% New 20,900 $253K
SageView Advisory Group, LLC 0.02% New 20,870 $252K
Busey Bank 0.01% Reduce -16.7% 20,842 $252K
Forza Wealth Management, LLC 0.13% Reduce -5.8% 20,838 $252K
Tokio Marine Asset Management Co. Ltd. 0.01% No change 20,809 $252K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -1.0% 20,696 $250K
Detalus Advisors, LLC 0.09% Reduce -0.0% 20,656 $250K
Humankind Investments LLC 0.07% Add +65.3% 20,637 $250K
Meeder Asset Management Inc. 0.02% Reduce -78.3% 20,269 $245K
HB Wealth Management, LLC 0.00% Add +68.0% 19,892 $241K
Wealth Alliance Advisory Group, LLC 0.05% Reduce -3.2% 19,847 $240K
Paragon Capital Management Ltd 0.04% New 19,651 $238K
Investors Research Corp 0.06% No change 19,507 $236K
Brown Wealth Management, LLC 0.09% Reduce -4.6% 19,382 $234K
Crestwood Advisors Group, LLC 0.00% Reduce -9.6% 18,839 $228K
Readystate Asset Management LP 0.02% New 18,619 $225K
Ieq Capital, LLC 0.00% Reduce -48.5% 18,566 $225K
Dana Investment Advisors, Inc. 0.01% No change 18,431 $223K
Palisade Asset Management, LLC 0.02% Reduce -48.2% 18,294 $221K
Summit X, LLC 0.05% Reduce -18.4% 17,987 $217K
Allworth Financial LP 0.00% Add +15.6% 19,731 $217K
Beacon Financial Group 0.02% Add +33.8% 17,843 $216K
Lantz Financial LLC 0.07% Add +0.1% 17,740 $215K
Baader Bank Aktiengesellschaft 0.02% Reduce -42.5% 17,991 $214K
Chesley Taft & Associates LLC 0.01% Reduce -53.8% 17,626 $213K
Midland Wealth Advisors, LLC 0.01% Add +49.2% 17,366 $210K
Dynamic Technology Lab Private Ltd 0.02% New 17,229 $208K
Daymark Wealth Partners, LLC 0.01% Reduce -0.3% 127,270 $208K
QRG Capital Management, Inc. 0.00% Reduce -0.4% 17,055 $206K
Achmea Investment Management B.V. 0.00% No change 16,776 $203K
B. Metzler seel. Sohn & Co. AG 0.00% Add +5.3% 16,612 $201K
Gateway Investment Advisers LLC 0.00% Add +18.2% 16,582 $201K
Syon Capital LLC 0.02% Reduce -10.3% 16,535 $200K
Moneta Group Investment Advisors LLC 0.00% Add +4.6% 16,463 $199K
EntryPoint Capital, LLC 0.09% Add +217.8% 16,449 $199K
Moody National Bank Trust Division 0.02% Reduce -26.1% 16,410 $198K
Geneos Wealth Management Inc. 0.01% Add +2.9% 16,401 $198K
Investment Management Corp of Ontario 0.01% Add +39.0% 16,392 $198K
Greenleaf Trust 0.00% Add +28.0% 16,143 $195K
Revisor Wealth Management LLC 0.13% Reduce -26.5% 15,978 $193K
Signaturefd, LLC 0.00% Add +21.2% 15,797 $191K
Brookstone Capital Management 0.00% Reduce -45.0% 16,047 $190K
MIdWestOne Financial Group, Inc. 0.03% No change 15,613 $189K
Wahed Invest LLC 0.04% Add +13.0% 15,592 $189K
Stephens Inc. 0.00% Reduce -24.1% 15,509 $188K
Penn Mutual Asset Management 0.62% No change 15,400 $186K
Acadian Asset Management LLC 0.00% Add +1444.1% 15,456 $186K
Capital Investment Counsel, Inc 0.03% Add +6.6% 15,340 $186K
Concurrent Investment Advisors, LLC 0.01% New 15,267 $185K
Lauer Wealth, LLC 0.15% Reduce -56.5% 16,139 $184K
Moneco Advisors, LLC 0.03% New 15,074 $182K
Ceeto Capital Group, LLC 0.07% Reduce -4.5% 15,000 $181K
Harvey Investment Co. LLC 0.02% Reduce -3.3% 14,855 $180K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -41.8% 14,856 $180K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +8.0% 14,840 $179K
Choate Investment Advisors 0.00% Reduce -14.7% 14,729 $178K
Johnson Investment Counsel Inc. 0.00% Reduce -17.5% 14,607 $177K
Vestcor Inc 0.01% No change 14,578 $176K
Affinity Investment Advisors, LLC 0.13% Add +0.6% 14,477 $175K
Stock Yards Bank & Trust Co. 0.01% Reduce -9.0% 14,392 $174K
Synovus Financial Corp. 0.00% Reduce -43.1% 14,307 $173K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -9.4% 14,281 $173K
Deseret Mutual Benefit Administrators 0.08% Add +5.3% 14,258 $172K
Moloney Securities Asset Management, LLC 0.03% Reduce -21.6% 14,251 $172K
Claret Asset Management Corp 0.03% Reduce -26.4% 14,236 $172K
Teacher Retirement System of Texas 0.00% Reduce -23.5% 14,255 $172K
Norden Group LLC 0.03% New 14,134 $171K
Concourse Financial Group Securities, Inc. 0.01% Reduce -8.8% 14,119 $171K
Goldstone Financial Group, LLC 0.03% Reduce -0.3% 14,057 $170K
Stratos Wealth Partners, LTD. 0.00% Reduce -23.3% 14,016 $170K
HBK Sorce Advisory LLC 0.01% Reduce -1.6% 13,996 $169K
Shilanski & Associates, Inc. 0.06% Add +18.3% 13,981 $169K
Centennial Wealth Advisory LLC 0.07% Add +17.9% 13,776 $167K
First Community Trust NA 0.14% Reduce -2.1% 13,703 $166K
Twelve Points Wealth Management LLC 0.06% Add +23.3% 13,570 $164K
Meeder Advisory Services, Inc. 0.01% New 13,552 $164K
Rowlandmiller & Partners.adv 0.04% Reduce -22.6% 13,541 $164K
STF Management LP 0.07% Reduce -4.7% 13,513 $163K
SVB Wealth LLC 0.00% Reduce -51.4% 13,272 $161K
Nilsine Partners, LLC 0.02% Reduce -3.4% 13,158 $159K
Parametrica Management Ltd 0.21% New 13,137 $159K
Harrington Investments, INC 0.09% Reduce -13.3% 13,136 $159K
NFSG Corp 0.06% Add +41.3% 13,050 $158K
Widmann Financial Services, Inc. 0.13% Reduce -33.7% 12,780 $155K
Farmers National Bank 0.05% No change 12,737 $154K
Prime Capital Investment Advisors, LLC 0.00% Reduce -20.0% 12,684 $153K
Westside Investment Management, Inc. 0.03% Add +33.7% 10,133 $152K
Mutual Advisors, LLC 0.00% Reduce -5.4% 12,711 $152K
Glenview Trust Co 0.00% Reduce -72.8% 12,526 $152K
International Private Wealth Advisors LLC 0.25% Add +15.3% 12,463 $151K
Trust Point Inc. 0.01% No change 12,339 $149K
Meridian Investment Counsel Inc. 0.05% Reduce -43.4% 12,260 $148K
Horizon Investments, LLC 0.00% Add +16.4% 12,155 $147K
ABN AMRO Bank N.V. 0.00% No change 12,000 $147K
Northwest & Ethical Investments L.P. 0.00% Reduce -9.6% 12,108 $146K
Exencial Wealth Advisors, LLC 0.01% Add +1.4% 12,107 $146K
Pinnacle Financial Partners Inc 0.00% Add +1.0% 11,960 $146K
United Advisor Group, LLC 0.05% Add +16.4% 12,027 $145K
Everett Harris & Co. 0.00% Reduce -4.8% 11,899 $144K
Hilltop Holdings Inc. 0.02% New 11,781 $142K
Visionary Wealth Advisors 0.01% Reduce -47.6% 11,643 $141K
Caprock Group, LLC 0.01% New 11,611 $140K
Consolidated Portfolio Review Corp 0.03% Add +1.2% 11,600 $140K
Main Street Financial Solutions, LLC 0.01% New 11,382 $138K
FreeGulliver LLC 0.09% Add +4.8% 11,312 $137K
GAMMA Investing LLC 0.02% Add +221.6% 11,275 $136K
MeadowBrook Investment Advisors LLC 0.13% Add +11.5% 11,233 $136K
Towne Trust Company, N.A 0.05% Reduce -30.6% 11,221 $136K
Coldstream Capital Management Inc. 0.00% Reduce -10.2% 11,155 $135K
Oppenheimer & Co. Inc. 0.00% Reduce -38.6% 11,137 $135K
Brave Asset Management Inc. 0.03% Reduce -34.8% 11,089 $134K
EP Wealth Advisors, LLC 0.00% Add +7.1% 11,079 $134K
Oxford Asset Management LLP 0.13% New 11,034 $133K
Ascent Group, LLC 0.01% New 10,956 $133K
Asset Dedication, LLC 0.01% Reduce -53.7% 10,805 $131K
LCM Capital Management Inc 0.08% New 10,795 $131K
Evercore Wealth Management, LLC 0.00% No change 10,791 $131K
Cornerstone Wealth Management, LLC 0.01% Reduce -64.8% 10,780 $130K
Montag A & Associates Inc. 0.01% No change 10,767 $130K
Waters Parkerson & Co., LLC 0.01% Reduce -11.5% 10,750 $130K
Global Retirement Partners, LLC 0.00% Reduce -3.9% 10,744 $130K
USA Financial Formulas 0.02% Reduce -16.1% 10,677 $129K
KPP Advisory Services LLC 0.03% Add +0.5% 10,626 $129K
Principal Securities, Inc. 0.00% Add +37.5% 10,518 $127K
Aptus Capital Advisors, LLC 0.00% Reduce -5.8% 10,495 $127K
Keystone Financial Group 0.05% New 10,444 $126K
Redwood Financial Network Corp 0.11% Add +0.0% 10,422 $126K
Bath Savings Trust Co 0.01% Reduce -2.8% 10,400 $126K
Hexagon Capital Partners LLC 0.03% Add +14.8% 10,394 $126K
LJI Wealth Management, LLC 0.03% New 10,368 $125K
Composition Wealth, LLC 0.00% New 10,362 $125K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.01% Add +1.2% 10,335 $125K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -12.0% 10,321 $125K
Excalibur Management Corp. 0.05% Reduce -1.6% 10,296 $125K
Weaver Consulting Group 0.04% Reduce -49.8% 10,276 $124K
Tiaa Trust, National Association 0.00% Reduce -16.2% 10,238 $124K
Lesa Sroufe & Co 0.12% No change 10,189 $123K
Edmp, Inc. 0.11% Reduce -2.8% 10,095 $122K
Verity Asset Management, Inc. 0.05% Reduce -46.8% 10,077 $122K
Apollon Wealth Management, LLC 0.00% Reduce -74.6% 10,037 $121K
Lynch & Associates 0.03% Reduce -0.2% 10,000 $121K
Compagnie Lombard Odier SCmA 0.00% Add +101.2% 9,940 $120K
Anchor Investment Management, LLC 0.01% Reduce -22.6% 9,869 $119K
Tsfg, LLC 0.03% Add +3.3% 9,693 $117K
Bessemer Group Inc. 0.00% Add +61.6% 9,450 $115K
ICICI Prudential Asset Management Co Ltd 0.01% Add +10.4% 9,477 $115K
Fuller & Thaler Asset Management, Inc. 0.00% No change 8,958 $108K
Wellington Shields Capital Management, LLC 0.02% Add +4.3% 8,605 $104K
Brown Brothers Harriman & Co. 0.00% Reduce -33.0% 8,141 $98K
UMB Bank, n.a. 0.00% Reduce -60.0% 7,777 $94K
Private Trust Co. NA 0.01% Reduce -15.7% 7,742 $94K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -48.5% 7,620 $92K
United Community Bank 0.04% Reduce -49.7% 7,431 $90K
Westpac Banking Corp. 0.01% No change 7,318 $89K
Jamison Private Wealth Management, Inc. 0.01% Add +1.6% 7,171 $87K
Bokf, NA 0.00% Reduce -14.4% 6,936 $84K
Quadrant Capital Group LLC 0.01% Add +40.0% 6,750 $82K
Whittier Trust Co. 0.00% Reduce -16.3% 6,671 $81K
LRI Investments, LLC 0.01% No change 6,666 $81K
Strategic Investment Solutions, Inc. 0.03% — 2,773 $80K
Larson Financial Group LLC 0.01% Reduce -5.9% 6,539 $79K
Parallel Advisors, LLC 0.00% Reduce -3.9% 6,375 $77K
Natixis 0.00% Reduce -72.3% 6,352 $77K
GeoWealth Management, LLC 0.00% Reduce -14.1% 6,239 $75K
S.A. Mason LLC 0.04% Add +1.2% 6,220 $75K
Gables Capital Management Inc. 0.04% Add +87.3% 6,220 $75K
IAG Wealth Partners, LLC 0.01% No change 6,165 $75K
RE Dickinson Investment Advisors, LLC 0.05% No change 6,163 $75K
Sandy Spring Bank 0.00% Reduce -0.4% 5,607 $68K
Clearstead Advisors, LLC 0.00% Add +32.9% 5,509 $67K
Broadwater Capital Management LLC 0.05% No change 5,400 $65K
China Universal Asset Management Co., Ltd. 0.01% Add +33.3% 5,187 $63K
Viking Fund Management LLC 0.01% Add +66.7% 5,000 $60K
Logan Capital Management Inc. 0.00% No change 5,000 $60K
Transcendent Capital Group LLC 0.03% Add +1.5% 4,913 $59K
Osterweis Capital Management Inc. 0.00% No change 4,686 $57K
Triad Wealth Partners, LLC 0.03% New 4,514 $55K
Central Pacific Bank - Trust Division 0.01% Reduce -47.1% 4,500 $54K
Wellington Shields & Co., LLC 0.02% Reduce -28.8% 4,200 $51K
Blue Trust, Inc. 0.00% Add +87.0% 2,324 $50K
CVA Family Office, LLC 0.01% Add +1079.2% 4,139 $50K
Clean Yield Group 0.02% No change 4,000 $48K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -59.3% 3,801 $46K
Farther Finance Advisors, LLC 0.00% Reduce -22.3% 3,737 $43K
NCP Inc. 0.03% Reduce -51.4% 3,550 $43K
Byrne Asset Management LLC 0.04% Reduce -6.8% 3,510 $43K
Evermay Wealth Management LLC 0.01% No change 3,500 $42K
Elkhorn Partners Limited Partnership 0.03% Add +250.0% 3,500 $42K
Lanark Financial, Inc. 0.00% Reduce -26.5% 3,492 $42K
Johnson Financial Group, Inc. 0.00% New 3,450 $42K
Gradient Investments LLC 0.00% Add +530.2% 3,403 $41K
Old Second National Bank of Aurora 0.01% Reduce -44.4% 3,377 $41K
First Personal Financial Services 0.01% Add +83.3% 3,300 $40K
Avior Wealth Management, LLC 0.00% Reduce -7.8% 3,225 $39K
Whittier Trust Co. of Nevada Inc. 0.00% Add +1.0% 3,215 $39K
Spire Wealth Management 0.00% Reduce -7.6% 3,166 $38K
MCF Advisors LLC 0.00% Reduce -15.2% 3,127 $38K
Country Trust Bank 0.00% No change 3,117 $38K
Beaird Harris Wealth Management, LLC 0.00% Reduce -0.2% 3,029 $37K
Parkside Financial Bank & Trust 0.01% Reduce -42.3% 3,017 $36K
Versant Capital Management, Inc 0.01% Add +5392.4% 2,911 $35K
Indiana Trust & Investment Management Co 0.01% Reduce -44.7% 2,850 $34K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -25.5% 2,808 $34K
Pinnacle Bancorp, Inc. 0.01% Add +10.3% 2,459 $30K
Continuum Advisory, LLC 0.00% Add +71.2% 2,453 $30K
Ancora Advisors LLC 0.00% Reduce -90.2% 2,400 $29K
Moisand Fitzgerald Tamayo, LLC 0.00% Add +0.9% 2,353 $28K
Cromwell Holdings LLC 0.02% — 2,351 $28K
FinTrust Capital Advisors, LLC 0.01% Add +10.3% 2,349 $28K
AlphaQuest LLC 0.00% Reduce -89.8% 2,190 $26K
Iron Horse Wealth Management, LLC 0.01% Add +162.5% 2,100 $25K
Glen Eagle Advisors, LLC 0.00% No change 2,073 $25K
SWAN Capital LLC 0.01% New 2,042 $25K
Alta Advisers Ltd 0.01% No change 2,000 $24K
Optimum Investment Advisors 0.01% Reduce -9.1% 1,993 $24K
SJS Investment Consulting Inc. 0.00% Reduce -1.3% 1,983 $24K
Ashton Thomas Private Wealth, LLC 0.00% New 1,954 $24K
Laffer Tengler Investments, Inc. 0.01% No change 1,945 $24K
nVerses Capital, LLC 0.01% New 1,900 $23K
Kelly Lawrence W & Associates Inc. 0.01% No change 1,891 $23K
EverSource Wealth Advisors, LLC 0.00% Reduce -7.4% 1,891 $22K
First Financial Corp. 0.01% No change 1,800 $22K
Monetary Management Group Inc. 0.01% Reduce -76.9% 1,725 $21K
Smartleaf Asset Management LLC 0.00% Add +91.8% 1,697 $21K
EnRich Financial Partners LLC 0.01% No change 1,698 $21K
Bank & Trust Co 0.02% — 1,607 $19K
Colonial Trust Co / SC 0.00% Reduce -15.8% 1,600 $19K
Kimelman & Baird, LLC 0.00% — 1,600 $19K
Atwood & Palmer Inc. 0.00% No change 1,500 $18K
Elequin Capital, LP 0.01% New 1,450 $18K
Baldwin Wealth Partners LLC 0.00% No change 1,415 $17K
Cape Investment Advisory, Inc. 0.01% No change 1,355 $16K
Manchester Capital Management LLC 0.00% Add +16825.0% 1,354 $16K
Colonial Trust Advisors 0.00% Reduce -0.8% 1,350 $16K
First Command Advisory Services, Inc. 0.00% Reduce -60.5% 1,339 $16K
Tyler-Stone Wealth Management 0.01% Add +1.4% 1,338 $16K
RFP Financial Group LLC 0.01% Add +59.7% 1,338 $16K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% Reduce -59.1% 1,316 $16K
Arax Advisory Partners 0.00% Add +101.1% 1,307 $16K
Financial Freedom, LLC 0.01% Add +0.9% 1,295 $16K
Riverview Trust Co 0.01% Reduce -60.1% 1,284 $16K
Venturi Wealth Management, LLC 0.00% Reduce -14.6% 1,273 $15K
Smithfield Trust Co 0.00% Reduce -52.7% 1,225 $15K
First Horizon Advisors, Inc. 0.00% Reduce -51.0% 1,239 $15K
Y.D. More Investments Ltd 0.00% Reduce -41.8% 1,223 $15K
Frazier Financial Advisors, LLC 0.01% New 1,200 $15K
Activest Wealth Management 0.00% No change 1,199 $15K
Lindbrook Capital, LLC 0.00% Add +48.4% 1,172 $14K
TD Waterhouse Canada Inc. 0.00% Reduce -76.0% 1,202 $14K
SRH Advisors, LLC 0.00% No change 1,150 $14K
New England Capital Financial Advisors LLC 0.01% Reduce -29.3% 1,117 $14K
Cassady Schiller Wealth Management, LLC 0.01% Add +8.6% 1,103 $13K
ORG Partners LLC 0.00% Add +1244.6% 1,116 $13K
West Branch Capital LLC 0.00% Reduce -35.2% 1,057 $13K
Harbor Investment Advisory, LLC 0.00% No change 1,000 $12K
JNBA Financial Advisors 0.00% No change 1,000 $12K
Front Row Advisors LLC 0.00% No change 971 $12K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -50.0% 1,000 $12K
Bogart Wealth, LLC 0.00% Add +0.2% 963 $12K
Richardson Financial Services Inc. 0.01% Add +127.5% 910 $11K
Caldwell Sutter Capital, Inc. 0.01% Reduce -18.2% 900 $11K
Bruce G. Allen Investments, LLC 0.01% Add +234.1% 872 $11K
GPS Wealth Strategies Group, LLC 0.00% Add +1.5% 866 $10K
Catalyst Capital Advisors LLC 0.00% Add +2.3% 834 $10K
Covestor Ltd 0.01% Add +65.5% 806 $10K
Transamerica Financial Advisors, LLC 0.00% No change 797 $10K
Peoples Financial Services Corp. 0.00% No change 825 $10K
Clear Investment Research, LLC 0.01% No change 800 $10K
Trust Co. of Vermont 0.00% Reduce -30.1% 800 $10K
Raleigh Capital Management Inc. 0.00% Add +117.4% 787 $10K
Main Street Group, LTD 0.00% Add +0.3% 781 $9K
Horizon Bancorp Inc. 0.00% No change 725 $9K
Cultivar Capital, Inc. 0.01% New 725 $9K
Blume Capital Management, Inc. 0.00% No change 700 $8K
Archer Investment Corp 0.00% Reduce -96.2% 673 $8K
GW&K Investment Management, LLC 0.00% Add +0.5% 662 $8K
Carmichael Hill & Associates, Inc. 0.00% Add +1.6% 653 $8K
Piscataqua Savings Bank 0.01% No change 649 $8K
AdvisorNet Financial, Inc 0.00% Add +54.5% 646 $8K
ICA Group Wealth Management, LLC 0.00% Add +83.8% 645 $8K
Rise Advisors, LLC 0.00% Add +0.3% 640 $8K
City State Bank 0.00% No change 632 $8K
Washington Trust Advisors, Inc. 0.00% Reduce -45.5% 600 $7K
Northwest Bank & Trust Co 0.01% No change 600 $7K
Peoples Bank 0.01% No change 600 $7K
Centiva Capital, LP 0.00% Reduce -98.9% 573 $7K
POM Investment Strategies, LLC 0.01% Add +1.6% 572 $7K
Creative Financial Designs Inc. 0.00% Reduce -66.4% 564 $7K
Tortoise Investment Management, LLC 0.00% Reduce -14.6% 538 $7K
Sugarloaf Wealth Management, LLC 0.00% Reduce -2.0% 528 $6K
Key Financial Inc 0.00% Reduce -30.3% 519 $6K
Bank of New Hampshire 0.00% No change 500 $6K
Addison Advisors LLC 0.00% Reduce -24.5% 497 $6K
Horrell Capital Management, Inc. 0.00% Reduce -98.3% 500 $6K
FSC Wealth Advisors, LLC 0.00% No change 496 $6K
Park Place Capital Corp 0.00% No change 492 $6K
Stephens Consulting, LLC 0.00% No change 454 $5K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 450 $5K
Webster Bank, N. A. 0.00% No change 440 $5K
Winch Advisory Services, LLC 0.00% Reduce -87.8% 430 $5K
Tradewinds Capital Management, LLC 0.00% No change 414 $5K
SYSTM Wealth Solutions LLC 0.00% Add +269.6% 414 $5K
Pin Oak Investment Advisors Inc. 0.00% No change 424 $5K
Coston, McIsaac & Partners 0.00% Add +9.2% 489 $5K
TD Capital Management LLC 0.00% No change 412 $5K
WFA of San Diego, LLC 0.00% — 405 $5K
BOK Financial Private Wealth, Inc. 0.00% No change 400 $5K
JFS Wealth Advisors, LLC 0.00% Reduce -59.7% 392 $5K
Great Lakes Retirement, Inc. 0.00% New 387 $5K
Hollencrest Capital Management 0.00% Reduce -34.8% 375 $5K
Carolinas Wealth Consulting LLC 0.00% Add +0.3% 357 $4K
Janiczek Wealth Management, LLC 0.00% New 355 $4K
Financial Avengers, Inc. 0.00% Add +1.5% 348 $4K
Family Firm, Inc. 0.00% New 336 $4K
Strengthening Families & Communities, LLC 0.00% New 345 $4K
Valley National Advisers Inc. 0.00% Add +80.0% 405 $4K
Kozak & Associates, Inc. 0.00% Add +244.7% 355 $4K
Godsey & Gibb, Inc. 0.00% No change 323 $4K
American National Bank & Trust 0.00% New 321 $4K
1832 Asset Management L.P. 0.00% Reduce -10.9% 319 $4K
PSI Advisors, LLC 0.00% Add +1.0% 309 $4K
Register Financial Advisors LLC 0.00% No change 306 $4K
HM Payson & Co. 0.00% Reduce -75.5% 300 $4K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 300 $4K
MidAtlantic Capital Management, Inc. 0.00% No change 296 $4K
Armstrong Advisory Group, Inc. 0.00% Reduce -12.5% 295 $4K
Anfield Capital Management, LLC 0.00% New 294 $4K
C M Bidwell & Associates Ltd. 0.00% No change 286 $3K
Gleason Group, Inc. 0.00% New 279 $3K
Caldwell Trust Co 0.00% Reduce -64.8% 272 $3K
Rosenberg Matthew Hamilton 0.00% Reduce -33.2% 284 $3K
TruNorth Capital Management, LLC 0.00% No change 259 $3K
Gen-Wealth Partners Inc 0.00% No change 254 $3K
Quintet Private Bank (Europe) S.A. 0.00% Reduce -5.0% 227 $3K
Beacon Capital Management, LLC 0.00% Reduce -38.9% 250 $3K
Capital Advisors, Ltd. LLC 0.00% Reduce -52.9% 228 $3K
Capital Analysts, LLC 0.00% Reduce -84.3% 238 $3K
Assetmark, Inc. 0.00% Reduce -98.9% 246 $3K
Private Wealth Management Group, LLC 0.00% Reduce -8.4% 228 $3K
First United Bank & Trust 0.00% Reduce -47.9% 212 $3K
Operose Advisors LLC 0.00% Reduce -91.2% 212 $3K
Institutional & Family Asset Management, LLC 0.00% Add +324.0% 212 $3K
Motco 0.00% No change 209 $3K
Abound Wealth Management 0.00% No change 205 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 205 $2K
PayPay Securities Corp 0.20% Add +61.1% 203 $2K
Global Financial Private Client, LLC 0.00% No change 200 $2K
Mb, Levis & Associates, LLC 0.00% No change 195 $2K
Hobbs Group Advisors, LLC 0.00% — 193 $2K
Balefire, LLC 0.00% No change 179 $2K
BBJS Financial Advisors, LLC 0.00% New 170 $2K
Bell Investment Advisors, Inc 0.00% Reduce -12.4% 169 $2K
Centennial Bank 0.00% Reduce -61.0% 167 $2K
Hall Laurie J Trustee 0.00% Reduce -80.0% 150 $2K
Caitlin John, LLC 0.00% Add +0.6% 163 $2K
NBT Bank, N.A. 0.00% No change 160 $2K
CarsonAllaria Wealth Management, Ltd. 0.00% Add +1.3% 155 $2K
Nemes Rush Group LLC 0.00% No change 150 $2K
TFC Financial Management, Inc. 0.00% New 149 $2K
Mark Sheptoff Financial Planning, LLC 0.00% No change 100 $2K
Cowen and Company, LLC 0.00% New 141 $2K
Salem Investment Counselors Inc. 0.00% Reduce -83.3% 140 $2K
GHP Investment Advisors, Inc. 0.00% Add +1.5% 138 $2K
American Capital Advisory, LLC 0.00% Reduce -99.8% 60 $2K
WASHINGTON TRUST Co 0.00% No change 122 $1K
Toth Financial Advisory Corp. 0.00% No change 117 $1K
Lynx Investment Advisory 0.00% — 117 $1K
Bangor Savings Bank 0.00% Reduce -78.6% 110 $1K
St. Johns Investment Management Company, LLC 0.00% No change 100 $1K
Tucker Asset Management LLC 0.00% New 100 $1K
Fortis Group Advisors, LLC 0.00% No change 100 $1K
Game Plan Financial Advisors, LLC 0.00% No change 100 $1K
Wetzel Investment Advisors, Inc. 0.00% No change 50 $1K
Concord Wealth Partners 0.00% No change 85 $1K
Summit Securities Group LLC 0.00% New 114 $1K
Penserra Capital Management LLC 0.00% Reduce -21.7% 54 $1K
Dunhill Financial, LLC 0.00% Add +25.8% 78 $947
Oakworth Capital, Inc. 0.00% No change 75 $907
Coppell Advisory Solutions LLC 0.00% — 75 $902
HHM Wealth Advisors, LLC 0.00% No change 69 $835
DiNuzzo Private Wealth, Inc. 0.00% Add +3.2% 64 $775
Ridgewood Investments LLC 0.00% New 63 $762
Sachetta, LLC 0.00% Add +140.9% 53 $645
Eagle Bay Advisors LLC 0.00% Reduce -91.4% 53 $635
Global Wealth Strategies & Associates 0.00% No change 50 $605
Grove Bank & Trust 0.00% Reduce -84.3% 49 $593
SOA Wealth Advisors, LLC. 0.00% Add +626.5% 741 $588
West Paces Advisors Inc. 0.00% Reduce -25.4% 47 $568
MV Capital Management, Inc. 0.00% Reduce -96.7% 46 $557
Wolff Wiese Magana LLC 0.00% Add +37.0% 37 $448
TD Private Client Wealth LLC 0.00% Reduce -98.3% 37 $448
Zions Bancorporation, N.A. 0.00% Reduce -93.7% 34 $411
Cypress Capital Management LLC (WY) 0.00% No change 30 $363
Nvwm, LLC 0.00% New 28 $339
Camelot Portfolios, LLC 0.00% New 25 $302
ClariVest Asset Management LLC 0.00% New 22 $268
Quent Capital, LLC 0.00% Reduce -98.5% 22 $266
Cherry Tree Wealth Management, LLC 0.00% No change 21 $254
True Wealth Design, LLC 0.00% Reduce -17.4% 19 $230
Salomon & Ludwin, LLC 0.00% No change 19 $230
Unique Wealth Strategies, LLC 0.00% New 10 $217
Chris Bulman Inc 0.00% — 15 $181
Private Ocean, LLC 0.00% Reduce -82.8% 15 $181
Macroview Investment Management LLC 0.00% No change 14 $170
Hoey Investments, Inc. 0.00% New 13 $158
AM Squared Ltd 0.00% No change 12 $145
Tompkins Financial Corp. 0.00% Reduce -98.3% 10 $121
Cornerstone Planning Group LLC 0.00% No change 11 $113
M&R Capital Management Inc. 0.00% Reduce -97.8% 9 $109
Creative Capital Management Investments LLC 0.00% New 7 $85
WestEnd Advisors, LLC 0.00% No change 6 $73
Barrett & Company, Inc. 0.00% No change 4 $48
Financial Perspectives, Inc 0.00% No change 2 $30
Glass Jacobson Investment Advisors llc 0.00% No change 2 $25
PFS Partners, LLC 0.00% No change 2 $25
Planning Capital Management Corp 0.00% New 2 $25
Investment Research & Advisory Group, Inc. 0.00% Reduce -96.2% 1 $12
First PREMIER Bank 0.00% No change 30 $0
PrairieView Partners, LLC 0.00% No change 2 $0
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 6 $0
Avion Wealth 0.00% New 66 $0

"% of holder's portfolio" is WBA's weight in each manager's 13F, not the share of Walgreens Boots Alliance Inc. the manager owns.