Warner Bros DiscoveryWBD

13F holders, Q1 2024 (March 31)
1,216holders
14famous investors
$8.75avg. 13F price*

At the end of Q1 2024, 1,216 institutions reported holding Warner Bros Discovery Inc. (WBD) in their 13F filings. The largest holders were Vanguard Group Inc. ($2.1B), BlackRock Inc. ($1.4B) and State Street Corp. ($1.3B). 14 famous investors held it, including Bill Nygren (1.5% of Harris Associates (Oakmark Funds)'s portfolio), Seth Klarman (0.9% of Baupost Group's portfolio) and Stephen Yacktman (0.6% of Yacktman Asset Management's portfolio).

Company
Warner Bros Discovery Inc.
Sector
Telecommunications
CUSIP
934423104
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions99$190.4M
Exits137$341.1M

Ownership 1,216 holders

Vanguard Group Inc. 0.04% Reduce -0.3% 245,528,256 $2.1B
BlackRock Inc. 0.03% Add +2.1% 157,626,571 $1.4B
State Street Corp. 0.06% Add +7.5% 145,876,811 $1.3B
Harris Associates (Oakmark Funds) 1.47% Add +30.8% 104,000,212 $907.9M
Geode Capital Management, LLC 0.04% Add +4.3% 53,165,675 $463.0M
Invesco Ltd. 0.07% Add +19.8% 36,201,730 $316.0M
Bank of America Corp. 0.02% Add +96.5% 26,290,139 $229.5M
Manufacturers Life Insurance Company, The 0.20% Reduce -2.7% 24,844,931 $216.9M
JPMorgan Chase & Co. 0.02% Add +43.4% 23,635,227 $206.3M
Morgan Stanley 0.01% Reduce -1.8% 21,176,757 $184.9M
Hotchkis & Wiley Capital Management LLC 0.61% Reduce -0.2% 20,838,618 $181.9M
EdgePoint Investment Group Inc. 1.44% Add +14.6% 20,620,335 $180.0M
Northern Trust Corp. 0.03% Reduce -7.2% 18,728,250 $163.5M
Sessa Capital IM, L.P. 6.01% Reduce -2.9% 17,684,883 $154.4M
FMR LLC 0.01% Reduce -8.2% 17,682,291 $154.4M
Contrarius Investment Management Ltd 8.48% Add +22.8% 16,807,098 $146.7M
Charles Schwab Investment Management Inc. 0.03% Add +3.9% 14,206,812 $124.0M
Bank of New York Mellon Corp 0.02% Reduce -5.9% 13,472,945 $117.6M
Legal & General Group Plc 0.03% Reduce -1.6% 12,623,401 $110.2M
Barclays PLC 0.05% Add +7.3% 11,697,972 $102.1M
Norges Bank 0.02% Reduce -33.2% 11,678,693 $102.0M
Southeastern Asset Management Inc. 3.89% Add +19.9% 11,589,627 $101.2M
Dimensional Fund Advisors LP 0.03% Reduce -13.6% 11,057,331 $96.5M
Newport Trust Company, LLC 0.24% Reduce -2.5% 10,263,070 $89.6M
Nuveen Asset Management, LLC 0.02% Reduce -3.1% 9,409,826 $82.1M
Ameriprise Financial Inc. 0.02% Add +11.7% 9,025,705 $78.8M
Artisan Partners Limited Partnership 0.11% Reduce -1.3% 8,394,868 $73.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +0.8% 8,380,917 $73.2M
Yacktman Asset Management 0.63% Add +0.7% 8,051,804 $70.3M
Swiss National Bank 0.04% Reduce -4.2% 6,937,627 $60.6M
Citigroup Inc. 0.07% Add +67.0% 6,935,847 $60.5M
HSBC Holdings PLC 0.04% Add +69.7% 6,885,591 $60.1M
UBS Group AG 0.02% Add +27.3% 6,878,560 $60.0M
Deutsche Bank AG 0.03% Reduce -54.3% 6,823,807 $59.6M
Smead Capital Management, Inc. 0.90% Reduce -34.1% 6,602,461 $57.6M
Amundi 0.02% Reduce -45.6% 6,874,010 $57.1M
Thompson Siegel & Walmsley LLC 0.82% Add +98.8% 6,089,494 $53.2M
Empower Advisory Group, LLC 0.19% Add +22.5% 5,947,529 $51.9M
Point72 Asset Management 0.15% New 5,826,200 $50.9M
First Trust Advisors LP 0.05% Add +48.2% 5,218,524 $45.6M
Thrivent Financial for Lutherans 0.09% Add +6.4% 5,107,932 $44.6M
Coronation Fund Managers Ltd. 1.16% Add +42.2% 4,901,506 $42.8M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +0.4% 4,868,663 $42.5M
Bank Julius Baer & Co. Ltd, Zurich 0.16% Reduce -4.0% 4,685,294 $40.7M
Drexel Morgan & Co. 8.27% Add +97.6% 4,600,463 $40.2M
New South Capital Management Inc. 1.67% Reduce -2.3% 4,575,987 $39.9M
Millennium Management 0.03% Add +1150.5% 4,364,146 $38.1M
State Board of Administration of Florida Retirement System 0.09% Add +0.7% 2,496,912 $37.7M
Seizert Capital Partners, LLC 1.63% Add +2.5% 4,063,693 $35.5M
Qube Research & Technologies Ltd 0.06% Add +5794.6% 4,061,683 $35.5M
Rhumbline Advisers 0.03% Reduce -0.5% 4,057,815 $35.4M
Private Management Group Inc. 1.29% Add +14.2% 3,894,579 $34.0M
HRT Financial LP 0.21% Add +96.5% 3,822,651 $33.4M
California Public Employees Retirement System 0.02% Reduce -1.7% 3,819,696 $33.3M
Baupost Group 0.91% Reduce -85.3% 3,713,930 $32.4M
Bank of Montreal 0.01% Reduce -18.9% 3,695,557 $32.0M
California State Teachers Retirement System 0.04% Add +0.4% 3,613,814 $31.5M
Prudential Financial Inc. 0.04% Reduce -27.0% 3,589,596 $31.3M
National Pension Service 0.04% Add +7.5% 3,567,075 $31.1M
Renaissance Technologies 0.05% New 3,540,496 $30.9M
Clarkston Capital Partners, LLC 0.54% Add +2.3% 3,514,774 $30.7M
Capco Asset Management, LLC 7.17% Add +19.1% 3,421,710 $29.9M
GAMCO Investors 0.30% Add +5.7% 3,348,379 $29.2M
Susquehanna International Group, LLP 0.04% Reduce -2.8% 3,295,070 $28.8M
Mirae Asset Global Investments Co., Ltd. 0.06% Reduce -5.4% 2,173,335 $28.2M
Compass Rose Asset Management, LP 32.86% New 3,134,000 $27.4M
Credit Suisse AG/ 0.03% Reduce -0.1% 3,072,973 $26.8M
Royal Bank of Canada 0.01% Reduce -32.5% 3,071,570 $26.8M
T. Rowe Price Associates Inc. 0.00% Add +0.8% 2,990,840 $26.1M
Man Group plc 0.07% Add +189.0% 2,958,433 $25.8M
Goldman Sachs Group Inc. 0.01% Reduce -79.8% 2,923,322 $25.5M
Wells Fargo & Company 0.01% Reduce -24.3% 2,846,345 $24.8M
Gabelli Funds LLC 0.18% Add +14.8% 2,778,850 $24.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +14.0% 2,741,308 $23.9M
Massachusetts Financial Services Co. 0.01% Reduce -1.1% 2,732,774 $23.9M
ProShare Advisors LLC 0.06% Add +22.5% 2,663,590 $23.3M
Principal Financial Group Inc. 0.01% Add +0.9% 2,538,026 $22.2M
Alliancebernstein L.P. 0.01% Reduce -11.1% 2,442,992 $21.3M
Worldquant Millennium Advisors LLC 0.25% New 2,355,237 $20.6M
Jane Street Group, LLC 0.03% Reduce -43.9% 2,302,224 $20.1M
Eubel Brady & Suttman Asset Management Inc. 2.69% Add +3.8% 2,214,114 $19.3M
Beck Mack & Oliver LLC 0.39% Add +0.6% 2,195,267 $19.2M
Adage Capital Partners Gp, L.L.C. 0.04% Add +1.0% 2,176,643 $19.0M
STRS Ohio 0.07% Reduce -5.6% 2,103,000 $18.4M
Invenomic Capital Management LP 0.97% Add +21.3% 2,090,886 $18.3M
New York State Teachers Retirement System 0.04% Reduce -1.8% 2,052,807 $17.9M
Deroy & Devereaux Private Investment Counsel Inc. 1.04% Reduce -1.9% 1,939,113 $16.9M
Tocqueville Asset Management L.P. 0.27% Add +13.7% 1,926,711 $16.8M
Marshall Wace, LLP 0.03% New 1,922,584 $16.8M
Cibc World Markets Corp. 0.11% Reduce -1.9% 1,868,474 $16.3M
Factory Mutual Insurance Co. 0.18% Reduce -3.3% 1,831,406 $16.0M
Victory Capital Management Inc. 0.02% Add +2.1% 1,826,913 $15.9M
CANADA LIFE ASSURANCE Co 0.03% Add +2.8% 1,744,966 $15.3M
Fisher Asset Management 0.01% Reduce -5.0% 1,745,492 $15.2M
State of Wisconsin Investment Board 0.04% Add +0.3% 1,738,382 $15.2M
Two Sigma Advisers, LP 0.04% Add +34.7% 1,729,040 $15.1M
Rafferty Asset Management, LLC 0.05% Add +52.4% 1,674,877 $14.6M
Group One Trading LLC 0.51% Reduce -10.0% 1,637,915 $14.3M
Aberdeen Group plc 0.03% Add +3.1% 1,606,510 $14.0M
Envestnet Asset Management Inc. 0.01% Reduce -5.8% 1,532,031 $13.4M
New York State Common Retirement Fund 0.02% Reduce -10.2% 1,513,879 $13.2M
Becker Capital Management Inc. 0.45% Add +1.5% 1,489,287 $13.0M
Raymond James & Associates 0.01% Reduce -12.7% 1,462,368 $12.8M
Heron Bay Capital Management 2.65% Reduce -17.6% 1,428,206 $12.5M
Toronto Dominion Bank 0.02% Reduce -4.3% 1,389,982 $12.1M
Readystate Asset Management LP 0.64% Add +62.2% 1,357,210 $11.8M
State of New Jersey Common Pension Fund D 0.04% No change 1,348,805 $11.8M
Staley Capital Advisers Inc. 0.52% Add +6.7% 1,272,525 $11.1M
TSP Capital Management Group, LLC 3.47% Add +1.6% 1,236,248 $10.8M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -0.9% 1,233,170 $10.8M
Simplex Trading, LLC 0.31% Add +5.8% 1,223,847 $10.7M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -1.8% 1,214,784 $10.6M
Nepsis Inc. 2.83% Add +13.6% 1,196,614 $10.4M
Treasurer of the State of North Carolina 0.04% Reduce -9.2% 1,176,197 $10.3M
Korea Investment CORP 0.03% Reduce -79.5% 1,171,462 $10.2M
Pinnacle Associates Ltd. 0.16% Add +0.8% 1,169,456 $10.2M
Bruni J V & Co. 1.20% Add +1.3% 1,158,266 $10.1M
Douglas Lane & Associates, LLC 0.14% Add +5.7% 1,156,883 $10.1M
Citadel Advisors 0.01% Reduce -31.3% 1,134,567 $9.9M
Swedbank AB 0.01% Add +2.3% 1,133,686 $9.9M
Thompson Investment Management, Inc. 1.48% Add +23.5% 1,118,931 $9.8M
Gryphon Financial Partners LLC 1.65% Reduce -0.0% 1,112,122 $9.7M
Edmond DE Rothschild Holding S.A. 0.16% Add +32.4% 1,100,832 $9.6M
Caisse de depot et placement du Quebec 0.02% Reduce -31.8% 1,078,603 $9.4M
Olstein Capital Management, L.P. 1.46% No change 1,024,200 $8.9M
Pictet Asset Management Holding SA 0.01% Reduce -2.3% 994,857 $8.7M
Danske Bank A/S 0.03% — 994,308 $8.7M
Intech Investment Management LLC 0.12% Add +4677.3% 962,155 $8.4M
Mango Investments LLC 6.14% No change 951,361 $8.3M
Twin Tree Management, LP 0.19% Add +58.6% 948,308 $8.3M
TD Asset Management Inc 0.01% Add +0.6% 946,397 $8.3M
Mn Services Vermogensbeheer B.V. 0.06% New 936,600 $8.2M
Poplar Forest Capital LLC 1.10% Reduce -0.1% 935,512 $8.2M
Cibc World Market Inc. 0.02% Add +4837.7% 911,694 $8.0M
Asset Management One Co., Ltd. 0.03% Reduce -4.7% 902,779 $7.9M
Hillman Capital Management, Inc. 2.53% Add +33.1% 902,014 $7.9M
LPL Financial LLC 0.00% Reduce -17.4% 901,757 $7.9M
Wittenberg Investment Management, Inc. 2.70% Add +60.4% 898,178 $7.8M
Summit Street Capital Management, LLC 3.01% Add +67.4% 896,635 $7.8M
Royal London Asset Management Ltd. 0.02% Reduce -1.1% 874,106 $7.6M
Public Employees Retirement System of Ohio 0.03% Reduce -8.6% 843,686 $7.4M
Savoie Capital LLC 1.03% Reduce -14.2% 842,784 $7.4M
American International Group, Inc. 0.03% Reduce -0.8% 826,055 $7.2M
State of Tennessee, Department of Treasury 0.03% Add +1.4% 812,015 $7.1M
Guggenheim Capital LLC 0.05% Reduce -10.6% 770,420 $6.7M
Kamunting Street Capital Management, L.P. 6.54% Add +105.0% 768,650 $6.7M
O'Keefe Stevens Advisory, Inc. 2.18% Add +1.2% 759,435 $6.6M
State of Michigan Retirement System 0.04% Add +0.1% 758,925 $6.6M
Storebrand Asset Management As 0.02% Reduce -5.4% 753,935 $6.6M
Resona Asset Management Co.,Ltd. 0.04% — 747,402 $6.5M
First Manhattan Co. Llc. 0.02% Reduce -4.1% 742,686 $6.5M
Nomura Asset Management Co. Ltd. 0.02% Add +5.4% 740,743 $6.5M
North Growth Management Ltd. 1.23% Add +13.0% 740,000 $6.5M
Twinbeech Capital LP 0.13% Reduce -20.4% 737,778 $6.4M
GTS Securities LLC 0.17% Reduce -1.6% 734,262 $6.4M
KBC Group NV 0.02% Add +5.9% 730,828 $6.4M
Leonteq Securities AG 0.85% Add +271.5% 726,471 $6.3M
Voya Investment Management LLC 0.01% Reduce -2.6% 704,399 $6.1M
Mariner, LLC 0.01% Reduce -8.5% 695,442 $6.1M
Harbor Island Capital LLC 2.76% Reduce -7.4% 691,308 $6.0M
CIBC Asset Management Inc 0.02% Add +5.9% 678,981 $5.9M
Arizona State Retirement System 0.04% Add +2.0% 664,797 $5.8M
American Financial Group Inc. 2.48% No change 661,665 $5.8M
Assenagon Asset Management S.A. 0.02% Reduce -17.9% 661,372 $5.8M
Vontobel Holding Ltd. 0.05% Add +16.9% 656,053 $5.7M
Hi-Line Capital Management, LLC 2.03% Reduce -0.4% 654,602 $5.7M
Terril Brothers, Inc. 1.96% Add +38.9% 650,335 $5.7M
AQR Capital Management 0.01% Reduce -14.1% 650,121 $5.7M
Poehling Capital Management, INC. 1.51% Add +11.7% 647,680 $5.7M
Davidson Kempner Capital Management LP 0.11% Reduce -35.0% 640,124 $5.6M
Forsta Ap-Fonden 0.05% Add +46.5% 633,069 $5.5M
CIBC Private Wealth Group LLC 0.01% Add +15.7% 622,606 $5.5M
Commonwealth Equity Services, LLC 0.01% Add +1.1% 618,556 $5.4M
DekaBank Deutsche Girozentrale 0.01% Reduce -2.7% 621,162 $5.4M
Credit Capital Investments LLC 6.61% Add +62.2% 612,713 $5.3M
Trexquant Investment LP 0.11% Add +46.9% 605,864 $5.3M
M&G PLC 0.04% — 584,290 $5.3M
Canada Pension Plan Investment Board 0.01% Reduce -25.3% 591,530 $5.2M
Old National Bancorp 0.12% Add +0.6% 587,802 $5.1M
Osaic Holdings, Inc. 0.01% Reduce -24.8% 584,502 $5.1M
Robeco Institutional Asset Management B.V. 0.01% Add +24.2% 568,372 $5.0M
Long Focus Capital Management, LLC 0.54% Add +7.6% 538,000 $4.7M
Beacon Pointe Advisors, LLC 0.05% Reduce -1.8% 531,613 $4.6M
Jump Financial, LLC 0.13% Add +1127.5% 528,838 $4.6M
Sei Investments Co. 0.01% Add +29.3% 521,613 $4.6M
MetLife Investment Management, LLC 0.03% Reduce -3.5% 519,274 $4.5M
Parkside Investments, LLC 0.72% Reduce -5.8% 516,725 $4.5M
Marex Group Ltd 0.14% Reduce -17.2% 510,683 $4.5M
Daiwa Securities Group Inc. 0.03% Add +16.1% 508,395 $4.4M
Comerica Bank 0.02% Reduce -6.4% 506,680 $4.4M
Cetera Investment Advisers 0.01% Add +356.6% 498,545 $4.4M
PNC Financial Services Group, Inc. 0.00% Reduce -12.2% 491,165 $4.3M
Retirement Systems of Alabama 0.02% Add +0.1% 489,783 $4.3M
Diversified Investment Strategies, LLC 2.87% Add +1.7% 488,090 $4.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +0.3% 487,156 $4.3M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -4.5% 479,189 $4.2M
Morningstar Investment Services LLC 0.05% Reduce -49.3% 479,720 $4.1M
ZWJ Investment Counsel Inc. 0.19% Add +12.0% 466,853 $4.1M
Stifel Financial Corp. 0.00% Reduce -3.8% 463,274 $4.0M
Amalgamated Bank 0.03% Reduce -20.8% 461,633 $4.0M
Mutual of America Capital Management LLC 0.04% Add +1.1% 459,678 $4.0M
IFM Investors Pty Ltd 0.04% Add +0.2% 459,549 $4.0M
Texas Permanent School Fund Corp. 0.03% Add +1.3% 458,382 $4.0M
GAM Holding AG 0.29% Reduce -4.6% 457,455 $4.0M
Hudson Edge Investment Partners Inc. 0.78% Add +10.6% 457,236 $4.0M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -1.8% 454,360 $4.0M
Cove Street Capital, LLC 1.25% Reduce -2.8% 452,800 $4.0M
IMC-Chicago, LLC 0.13% Add +509.9% 443,245 $3.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Add +6.8% 442,400 $3.9M
South Dakota Investment Council 0.08% No change 439,248 $3.8M
American Century Companies Inc. 0.00% Add +13.9% 435,125 $3.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -11.9% 432,670 $3.8M
Alexander Randolph Advisory, Inc. 3.24% Add +22.2% 423,153 $3.7M
Live Oak Private Wealth LLC 0.63% Add +0.6% 419,644 $3.7M
Walleye Capital LLC 0.04% Add +275.2% 416,481 $3.6M
Cubist Systematic Strategies, LLC 0.04% Reduce -2.6% 411,868 $3.6M
Nissay Asset Management Corp. /Japan 0.02% Add +31.2% 410,774 $3.6M
USS Investment Management Ltd 0.03% Add +3.4% 399,284 $3.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -1.2% 395,638 $3.5M
Czech National Bank 0.04% Add +0.5% 390,452 $3.4M
Bridgewater Associates 0.02% Add +14.7% 384,506 $3.4M
Handelsbanken Fonder AB 0.01% Add +18.1% 383,217 $3.3M
Federated Hermes, Inc. 0.01% Reduce -0.7% 381,203 $3.3M
Oppenheimer & Co. Inc. 0.06% Add +1.0% 380,578 $3.3M
Utah Retirement Systems 0.04% Reduce -0.2% 380,421 $3.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -57.6% 378,914 $3.3M
SG Americas Securities, LLC 0.02% Add +142.0% 378,208 $3.3M
Russell Investments Group, Ltd. 0.01% Reduce -18.8% 372,378 $3.2M
Clifford Swan Investment Counsel LLC 0.12% Reduce -3.5% 365,510 $3.2M
Dynamic Technology Lab Private Ltd 0.33% Add +273.9% 351,000 $3.1M
Kepos Capital LP 0.79% No change 350,000 $3.1M
Ardmore Road Asset Management LP 0.54% Reduce -50.0% 350,000 $3.1M
Addenda Capital Inc. 0.12% Reduce -6.0% 349,990 $3.1M
Sendero Wealth Management, LLC 0.52% Add +62.0% 347,782 $3.0M
Andra AP-fonden 0.05% New 347,355 $3.0M
Natixis Advisors, LLC 0.01% Reduce -44.2% 344,128 $3.0M
APG Asset Management N.V. 0.01% Add +70.2% 370,927 $3.0M
HighTower Advisors, LLC 0.00% Reduce -12.0% 349,311 $3.0M
DNB Asset Management AS 0.02% Reduce -15.8% 337,631 $2.9M
Walleye Trading LLC 0.05% Add +190.8% 337,314 $2.9M
New York Life Investment Management LLC 0.03% Reduce -3.4% 336,030 $2.9M
Public Employees Retirement Association of Colorado 0.01% Reduce -4.5% 334,671 $2.9M
Pekin Hardy Strauss, Inc. 0.40% Add +20.1% 333,460 $2.9M
D.A. Davidson & Co. 0.03% Add +26.3% 332,781 $2.9M
Shelton Capital Management 0.08% Reduce -0.2% 331,998 $2.9M
RNC Capital Management LLC 0.16% Add +27.2% 331,487 $2.9M
Entropy Technologies, LP 0.31% New 331,447 $2.9M
MML Investors Services, LLC 0.01% Add +16.9% 330,942 $2.9M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -7.6% 330,476 $2.9M
Biechele Royce Advisors 0.95% Reduce -2.0% 327,117 $2.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +10.1% 324,499 $2.8M
Louisiana State Employees Retirement System 0.05% Reduce -2.3% 320,500 $2.8M
Xponance LLC 0.03% Add +9.5% 315,125 $2.8M
Janus Henderson Group PLC 0.00% Add +31.0% 314,948 $2.8M
Truist Financial Corp. 0.00% Reduce -15.3% 312,536 $2.7M
Yousif Capital Management, LLC 0.03% Reduce -3.0% 308,272 $2.7M
Creative Planning 0.00% Reduce -10.6% 300,570 $2.6M
Timber Creek Capital Management LLC 0.82% Add +5.1% 298,994 $2.6M
Martin & Co. Inc. 0.62% Add +1.4% 290,443 $2.5M
Ensign Peak Advisors, Inc 0.00% Add +34.2% 288,818 $2.5M
Elgethun Capital Management 0.63% Reduce -0.3% 284,388 $2.5M
Bank of Nova Scotia 0.01% Reduce -34.6% 282,308 $2.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +3.8% 276,588 $2.4M
Hall Kathryn A. 0.55% No change 273,035 $2.4M
Schroder Investment Management Group 0.00% Add +4.0% 269,687 $2.4M
Oppenheimer Asset Management Inc. 0.03% Reduce -3.8% 268,132 $2.3M
DoubleLine ETF Adviser LP 0.60% Add +2.7% 267,915 $2.3M
Quintet Private Bank (Europe) S.A. 0.10% Reduce -11.7% 229,459 $2.3M
Credit Agricole S A 0.04% Add +131.1% 279,705 $2.3M
Pacer Advisors, Inc. 0.01% Add +2.0% 265,766 $2.3M
Citizens Business Bank 0.47% Reduce -1.9% 261,082 $2.3M
Marathon Capital Management 0.55% Add +50.0% 260,922 $2.3M
Allianz SE 0.07% — 260,000 $2.3M
ExodusPoint Capital Management, LP 0.03% New 256,281 $2.2M
Whitebox Advisors LLC 0.28% Add +164.0% 251,832 $2.2M
J. Goldman & Co LP 0.10% New 250,404 $2.2M
SOL Capital Management CO 0.27% Add +48.0% 249,358 $2.2M
Pinebridge Investments, L.P. 0.02% Add +151.8% 244,367 $2.1M
Corient Private Wealth LP 0.00% Add +1.7% 241,152 $2.1M
State of Alaska, Department of Revenue 0.02% Add +0.4% 240,510 $2.1M
Profund Advisors LLC 0.08% Reduce -2.2% 239,605 $2.1M
Bfsg, LLC 0.27% Add +3.5% 237,594 $2.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +18.0% 236,937 $2.1M
PEAK6 Investments LLC 0.10% Reduce -10.1% 233,940 $2.0M
Triad Investment Management 2.47% Add +22.6% 232,876 $2.0M
HB Wealth Management, LLC 0.03% Reduce -4.0% 231,386 $2.0M
iA Global Asset Management Inc. 0.04% Add +4.5% 229,238 $2.0M
Mackenzie Financial Corp. 0.00% Reduce -11.2% 228,572 $2.0M
Lorne Steinberg Wealth Management Inc. 0.62% Add +2.2% 227,427 $2.0M
Mediatel Partners 0.73% No change 226,265 $2.0M
IPG Investment Advisors LLC 0.43% New 226,126 $2.0M
Shorepoint Capital Partners LLC 0.48% Add +85.8% 223,748 $2.0M
Quantitative Investment Management, LLC 0.11% New 222,712 $1.9M
Neuberger Berman Group LLC 0.00% Reduce -4.9% 219,560 $1.9M
West Tower Group, LLC 5.64% Add +24.1% 214,334 $1.9M
Captrust Financial Advisors 0.01% Reduce -20.9% 214,259 $1.9M
Allianz Asset Management GmbH 0.00% Reduce -2.0% 213,660 $1.9M
US Bancorp \de 0.00% Reduce -13.0% 213,421 $1.9M
Investment House LLC 0.11% New 213,311 $1.9M
Rockefeller Capital Management L.P. 0.01% Reduce -75.3% 211,805 $1.8M
Elo Mutual Pension Insurance Co 0.04% Add +4.3% 211,675 $1.8M
AlTi Global, Inc. 0.05% Add +2.4% 208,622 $1.8M
Legato Capital Management LLC 0.22% No change 207,808 $1.8M
Ethic Inc. 0.05% Reduce -35.3% 207,806 $1.8M
Tower Research Capital LLC (TRC) 0.04% Reduce -52.7% 206,678 $1.8M
Mraz, Amerine & Associates, Inc. 0.34% Add +11.3% 204,481 $1.8M
Illinois Municipal Retirement Fund 0.03% No change 204,356 $1.8M
CM Management, LLC 1.47% Add +60.0% 200,000 $1.7M
Iridian Asset Management LLC 0.33% Reduce -0.6% 192,696 $1.7M
Auxier Asset Management LLC 0.25% Reduce -0.9% 189,959 $1.7M
Oregon Public Employees Retirement Fund 0.03% Reduce -68.3% 189,726 $1.7M
AXA S.A. 0.01% Add +13.3% 187,894 $1.6M
Graham Capital Management, L.P. 0.09% New 186,576 $1.6M
Macquarie Group Ltd. 0.00% Add +7.0% 186,357 $1.6M
Marathon Trading Investment Management LLC 0.65% Add +98.6% 184,879 $1.6M
Cerity Partners LLC 0.00% Add +122.5% 182,264 $1.6M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -4.6% 181,693 $1.6M
LMR Partners LLP 0.06% Add +1104.5% 180,675 $1.6M
Lido Advisors, LLC 0.01% Add +8.1% 178,996 $1.6M
Bourgeon Capital Management LLC 0.30% Add +358.4% 176,502 $1.5M
Contrarian Capital Management, L.L.C. 0.42% Add +5.4% 176,000 $1.5M
Gotham Asset Management 0.02% Reduce -3.1% 174,595 $1.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +7.1% 172,649 $1.5M
Verition Fund Management LLC 0.02% Add +85.0% 171,260 $1.5M
NorthCoast Asset Management LLC 0.02% Add +69.3% 171,224 $1.5M
Aviva PLC 0.01% Reduce -71.2% 169,284 $1.5M
Los Angeles Capital Management LLC 0.01% Reduce -58.4% 168,542 $1.5M
Kentucky Retirement Systems 0.04% Reduce -5.1% 168,525 $1.5M
Atria Wealth Solutions, Inc. 0.02% Reduce -17.7% 168,212 $1.5M
Ally Financial Inc. 0.20% No change 168,132 $1.5M
Nordea Investment Management AB 0.00% Reduce -2.8% 165,572 $1.4M
Panagora Asset Management Inc. 0.01% Add +15.0% 163,710 $1.4M
Engineers Gate Manager LP 0.04% Reduce -18.7% 162,457 $1.4M
Regions Financial Corp. 0.01% Add +13.8% 159,838 $1.4M
Allworth Financial LP 0.01% Add +2.1% 159,287 $1.4M
Maryland State Retirement & Pension System 0.03% No change 168,234 $1.4M
Quaker Capital Investments, LLC 0.42% No change 157,726 $1.4M
Janney Montgomery Scott LLC 0.00% Reduce -38.4% 157,601 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -28.9% 157,491 $1.4M
Blue Zone Wealth Advisors, LLC 0.46% Add +1.7% 153,701 $1.3M
Arnhold LLC 0.14% Add +0.1% 151,833 $1.3M
Candriam S.C.A. 0.01% Add +7.2% 150,207 $1.3M
Bislett Management, LLC 0.82% Add +50.0% 150,000 $1.3M
Bulltick Wealth Management, LLC 0.27% Add +205.4% 150,000 $1.3M
Sound Income Strategies, LLC 0.10% Add +10.0% 149,403 $1.3M
Thornburg Investment Management Inc. 0.02% Reduce -0.0% 148,628 $1.3M
Level Four Advisory Services, LLC 0.07% Add +0.9% 112,800 $1.3M
Country Club Bank 0.09% New 145,582 $1.3M
Wolverine Trading, LLC 0.01% Reduce -49.2% 145,414 $1.3M
M&T Bank Corp 0.00% Reduce -5.9% 144,101 $1.3M
Erste Asset Management GmbH 0.02% Add +15.1% 144,360 $1.2M
Hartford Investment Management Co. 0.04% Reduce -4.3% 142,822 $1.2M
Two Sigma Securities, LLC 0.06% New 142,819 $1.2M
Diametric Capital, LP 0.69% Add +208.3% 140,753 $1.2M
Nisa Investment Advisors, LLC 0.01% Reduce -59.3% 139,915 $1.2M
Kestra Advisory Services, LLC 0.01% Add +16.6% 138,663 $1.2M
NEOS Investment Management LLC 0.07% Add +22.3% 137,374 $1.2M
Franklin Resources Inc. 0.00% Reduce -11.8% 136,664 $1.2M
Wellington Management Group LLP 0.00% New 135,383 $1.2M
Pathstone Holdings, LLC 0.01% Reduce -7.4% 134,063 $1.2M
UniSuper Management Pty Ltd 0.01% Add +502.5% 133,703 $1.2M
Premier Path Wealth Partners, LLC 0.22% Add +44.6% 133,339 $1.2M
Greatmark Investment Partners, Inc. 0.17% Add +0.1% 132,493 $1.2M
Capstone Investment Advisors, LLC 0.04% Reduce -25.7% 131,975 $1.2M
Securian Asset Management, Inc. 0.03% Reduce -7.0% 130,703 $1.1M
Boyar Asset Management Inc. 0.74% Add +5.5% 130,013 $1.1M
Annis Gardner Whiting Capital Advisors, LLC 0.40% Add +5.9% 129,360 $1.1M
Corrado Advisors, LLC 0.74% Reduce -5.1% 128,350 $1.1M
D. E. Shaw & Co. 0.00% Reduce -70.5% 127,137 $1.1M
Crossmark Global Holdings, Inc. 0.02% Reduce -1.3% 125,019 $1.1M
Polianta Ltd 0.53% Add +46.9% 124,400 $1.1M
Mercer Global Advisors Inc. 0.00% Reduce -0.0% 122,660 $1.1M
B. Riley Wealth Advisors, Inc. 0.03% Add +12.2% 98,406 $1.1M
Bokf, NA 0.02% Add +2181.8% 119,933 $1.1M
Scotia Capital Inc. 0.01% Reduce -2.5% 116,452 $1.0M
Balyasny Asset Management L.P. 0.00% New 114,499 $1000K
Highlander Capital Management, LLC 0.39% Reduce -2.7% 114,182 $997K
First Command Advisory Services, Inc. 0.01% Add +207.5% 11,546 $992K
Swiss Life Asset Management Ltd 0.01% Reduce -70.3% 113,525 $991K
Baird Financial Group, Inc. 0.00% Reduce -9.2% 113,110 $987K
Keybank National Association 0.00% Reduce -0.1% 112,504 $982K
Gsa Capital Partners LLP 0.08% New 112,172 $979K
New Mexico Educational Retirement Board 0.04% Reduce -3.0% 111,832 $976K
Barnett & Company, Inc. 0.66% Add +22.8% 110,556 $965K
Integrated Investment Consultants, LLC 0.27% Add +9.1% 110,348 $963K
Hedges Asset Management LLC 0.66% Add +71.4% 108,000 $943K
Allspring Global Investments Holdings, LLC 0.00% Reduce -2.2% 107,510 $939K
DAVENPORT & Co LLC 0.01% Add +0.1% 107,046 $935K
Laurion Capital Management LP 0.03% New 105,634 $922K
Norinchukin Bank, The 0.03% Reduce -2.1% 101,873 $889K
Baxter Bros Inc. 0.11% Reduce -52.5% 101,505 $886K
Metis Global Partners, LLC 0.03% Add +5.9% 100,728 $879K
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -4.3% 100,265 $875K
Towerview LLC 0.58% No change 100,000 $873K
Hauser Brothers GmbH 0.64% New 99,000 $864K
Aire Advisors, LLC 0.19% Add +34.5% 97,390 $850K
Private Advisor Group, LLC 0.01% Reduce -9.4% 96,882 $846K
Westport Asset Management Inc. 0.42% No change 95,800 $836K
Quadrature Capital Ltd 0.01% New 95,757 $836K
PFG Investments, LLC 0.05% Add +833.9% 95,676 $835K
Ameritas Investment Partners, Inc. 0.03% Reduce -1.7% 94,736 $827K
E. Ohman J:or Asset Management AB 0.02% Add +9.2% 93,940 $820K
Achmea Investment Management B.V. 0.02% No change 93,023 $812K
Murphy Pohlad Asset Management LLC 0.31% Reduce -14.7% 90,338 $789K
BlueCrest Capital Management Ltd 0.39% New 90,000 $786K
Metropolitan Life Insurance Co 0.03% Reduce -0.9% 89,502 $781K
Unison Advisors LLC 0.08% No change 89,483 $781K
Van Eck Associates Corp. 0.00% Add +59.0% 87,619 $765K
Tidal Investments LLC 0.01% Add +8.2% 86,806 $757K
Compagnie Lombard Odier SCmA 0.01% Reduce -1.3% 86,238 $753K
Federation des caisses Desjardins du Quebec 0.01% Reduce -2.1% 79,872 $752K
Wilbanks Smith & Thomas Asset Management LLC 0.02% Reduce -0.3% 85,157 $743K
Zuckerman Investment Group, LLC 0.09% Add +178.5% 84,822 $740K
Landscape Capital Management, L.L.C. 0.06% Add +174.7% 83,857 $732K
B. Metzler seel. Sohn & Co. AG 0.01% No change 83,832 $732K
Arete Wealth Advisors, LLC 0.07% Reduce -45.6% 97,686 $732K
Blair William & Co. 0.00% Add +30.9% 83,664 $730K
AMG National Trust Bank 0.02% Reduce -1.5% 82,061 $716K
TCW Group Inc. 0.01% Reduce -95.8% 81,147 $708K
Savant Capital, LLC 0.01% Add +1.2% 80,540 $703K
Empirical Finance, LLC 0.04% Add +3.5% 79,751 $696K
River Global Investors LLP 0.17% Reduce -1.1% 78,655 $687K
Beach Investment Counsel Inc. 0.08% Add +0.6% 60,363 $687K
Capital Investment Advisors, LLC 0.02% Reduce -4.2% 77,190 $674K
Cullen Capital Management, LLC 0.01% Add +1.6% 77,094 $673K
Gladius Capital Management LP 0.66% New 76,420 $667K
Founders Capital Management, LLC 0.12% Reduce -1.9% 74,932 $654K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -85.3% 74,755 $653K
Occudo Quantitative Strategies LP 0.11% Add +235.6% 74,668 $652K
Global Endowment Management, LP 0.07% Reduce -5.0% 74,593 $651K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -7.4% 73,232 $639K
Chiron Capital Management, LLC 0.58% Add +20.0% 73,030 $638K
Cresset Asset Management, LLC 0.00% Reduce -8.9% 72,926 $637K
Motley Fool Asset Management LLC 0.04% Add +7.2% 71,997 $629K
Harvest Fund Management Co., Ltd 0.06% Add +235.2% 71,838 $627K
Advisory Services Network, LLC 0.01% Add +19.1% 71,576 $625K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.3% 70,416 $615K
Regatta Capital Group, LLC 0.14% Add +4.5% 69,524 $607K
Glenmede Trust Co. NA 0.00% Reduce -93.3% 69,297 $605K
HighPoint Advisor Group LLC 0.04% Reduce -1.2% 71,064 $596K
Pegasus Partners Ltd. 0.06% Add +25.9% 68,095 $594K
Trust Co. of Vermont 0.03% Add +0.5% 68,082 $594K
Citadel Investment Advisory, Inc. 0.34% Reduce -1.9% 68,032 $594K
Financial Counselors Inc. 0.01% Reduce -7.7% 67,885 $593K
O'shaughnessy Asset Management, LLC 0.01% Add +6.3% 67,339 $588K
Groupama Asset Managment 0.01% Reduce -50.9% 36,020 $588K
Keystone Financial Planning, Inc. 0.19% Reduce -1.9% 67,175 $586K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +8.2% 66,843 $584K
Synovus Financial Corp. 0.01% Add +9.6% 66,751 $583K
United Services Automobile Association 0.01% No change 66,742 $583K
Canal Insurance CO 0.15% No change 66,288 $579K
Heritage Investors Management Corp. 0.02% Reduce -0.6% 66,137 $578K
Balefire, LLC 0.21% Reduce -45.6% 65,776 $574K
Van Lanschot Kempen Investment Management N.V. 0.01% Add +49.0% 64,820 $566K
Advisors Management Group Inc. 0.14% Reduce -1.4% 64,272 $561K
Cullen Investment Group, LTD. 0.09% Reduce -1.3% 65,754 $558K
Guardian Investment Management 0.45% Add +46.5% 63,855 $557K
Cumberland Partners Ltd 0.04% No change 63,179 $552K
Steward Partners Investment Advisory, LLC 0.01% Reduce -7.0% 62,575 $546K
Caption Management, LLC 0.06% Add +343.3% 62,500 $546K
Brevan Howard Capital Management LP 0.05% Add +67.0% 61,020 $533K
Wintrust Investments LLC 0.05% Add +37.3% 60,956 $532K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.09% Add +35.8% 60,887 $532K
AlphaQuest LLC 0.09% New 60,622 $529K
Sowell Financial Services LLC 0.02% Add +77.4% 60,204 $526K
Concorde Financial Corp 0.48% Reduce -76.8% 60,250 $526K
Squarepoint Ops LLC 0.00% Add +0.1% 60,181 $525K
Integrated Wealth Concepts LLC 0.01% Reduce -14.5% 60,001 $524K
American Assets Investment Management, LLC 0.05% No change 60,000 $524K
Lincoln National Corp. 0.01% Reduce -5.4% 59,911 $523K
Teacher Retirement System of Texas 0.00% Reduce -44.6% 58,893 $514K
Ancora Advisors LLC 0.01% Reduce -12.0% 58,834 $514K
Edgestream Partners, L.P. 0.03% New 58,542 $511K
Commerce Bank 0.00% Reduce -7.4% 58,183 $508K
Prelude Capital Management, LLC 0.03% Add +273.4% 57,893 $505K
180 Wealth Advisors, LLC 0.09% Add +86.2% 57,521 $502K
Praxis Investment Management Inc. 0.03% No change 57,457 $502K
Guardian Wealth Management, Inc. 0.38% Add +41.5% 56,480 $493K
Shufro Rose & Co. LLC 0.04% Reduce -12.3% 56,354 $492K
Cwm, LLC 0.00% Reduce -0.4% 55,372 $483K
CI Investments Inc. 0.00% Add +74.3% 55,301 $483K
First Hawaiian Bank 0.01% Reduce -23.7% 55,117 $481K
Degroof Petercam Asset Management 0.01% No change 54,061 $472K
Empowered Funds, LLC 0.01% Add +124.5% 52,891 $462K
MAI Capital Management 0.00% Add +24.9% 52,679 $460K
Moors & Cabot, Inc. 0.02% Reduce -1.5% 52,468 $458K
Quantbot Technologies LP 0.03% New 52,349 $457K
Bleakley Financial Group, LLC 0.01% Reduce -50.5% 50,748 $443K
Simplicity Wealth,LLC 0.01% New 50,631 $442K
Cohen Klingenstein LLC 0.02% No change 50,272 $439K
Caas Capital Management LP 0.19% No change 50,100 $437K
Congress Park Capital LLC 0.19% Reduce -30.0% 49,813 $435K
Fifth Third Bancorp 0.00% Reduce -13.9% 49,457 $432K
Fore Capital, LLC 2.66% Add +22.5% 49,000 $428K
Alberta Investment Management Corp 0.00% No change 49,000 $428K
QRG Capital Management, Inc. 0.01% Reduce -10.0% 48,872 $427K
United Capital Financial Advisors, LLC 0.00% Reduce -24.2% 48,813 $426K
Vestcor Inc 0.01% Reduce -1.0% 47,889 $418K
Deerfield Management Company, L.P. 0.01% Add +146.6% 47,346 $413K
Nichols & Pratt Advisers LLP 0.03% Reduce -4.5% 46,829 $409K
Meridian Investment Counsel Inc. 0.14% Add +0.0% 46,692 $408K
NewEdge Advisors, LLC 0.00% Reduce -4.8% 46,431 $405K
Stephens Inc. 0.01% Reduce -25.3% 45,643 $398K
Oarsman Capital, Inc. 0.09% Add +0.1% 45,514 $397K
First Horizon Advisors, Inc. 0.01% Add +24.7% 45,440 $397K
WNY Asset Management, LLC 0.06% Reduce -7.4% 45,054 $393K
Sherbrooke Park Advisers LLC 0.08% Add +317.6% 44,715 $390K
Brown Advisory Inc. 0.00% Reduce -3.1% 44,547 $389K
HAP Trading, LLC 0.12% New 43,519 $380K
Salem Investment Counselors Inc. 0.01% Add +11.1% 43,168 $377K
TD Waterhouse Canada Inc. 0.00% Add +2.5% 43,379 $372K
Sequoia Financial Advisors, LLC 0.00% Reduce -41.9% 42,475 $371K
Ingalls & Snyder LLC 0.02% Reduce -8.5% 41,692 $364K
Rehmann Capital Advisory Group 0.03% Add +14.5% 41,516 $362K
Mosaic Financial Group, LLC 0.29% — 41,365 $361K
GFS Advisors, LLC 0.06% Reduce -1.2% 41,392 $361K
Beese Fulmer Investment Management, Inc. 0.03% Reduce -25.0% 41,158 $359K
STF Management LP 0.15% Add +0.2% 40,778 $356K
Focus Partners Advisor Solutions, LLC 0.01% Add +253.1% 40,155 $351K
OneDigital Investment Advisors LLC 0.01% Reduce -14.3% 40,138 $350K
Park Avenue Securities LLC 0.00% Add +14.9% 40,111 $350K
Nomura Holdings Inc. 0.00% Reduce -76.1% 40,050 $350K
Ossiam 0.01% Reduce -82.4% 39,073 $341K
Buckingham Strategic Wealth, LLC 0.00% Add +5.1% 39,044 $341K
Avantax Advisory Services, Inc. 0.00% Reduce -5.6% 39,028 $341K
Mutual Advisors, LLC 0.01% Add +12.2% 38,912 $340K
Kestra Private Wealth Services, LLC 0.01% Add +2.8% 38,223 $334K
Burns Matteson Capital Management, LLC 0.22% New 38,163 $333K
Public Sector Pension Investment Board 0.00% No change 38,039 $332K
Lombard Odier Asset Management (Switzerland) SA 0.02% Add +56.6% 38,005 $332K
Cim Investment Management Inc. 0.10% No change 37,988 $332K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -9.0% 37,713 $329K
Investment Management Corp of Ontario 0.01% Reduce -30.9% 37,385 $326K
1834 Investment Advisors Co. 0.04% Add +16.6% 36,665 $320K
Mount Lucas Management LP 0.11% Reduce -8.2% 36,476 $318K
Principal Securities, Inc. 0.01% Add +9.5% 36,259 $317K
Bridgefront Capital, LLC 0.24% Add +221.3% 36,183 $316K
Summit Trail Advisors, LLC 0.01% Add +171.9% 35,368 $309K
Integrated Advisors Network LLC 0.02% Add +100.3% 34,677 $303K
Siemens Fonds Invest GmbH 0.02% Reduce -2.6% 34,627 $302K
Wedbush Securities Inc. 0.01% Reduce -15.7% 34,548 $302K
NJ State Employees Deferred Compensation Plan 0.04% No change 33,632 $294K
AE Wealth Management LLC 0.00% Reduce -64.0% 33,326 $291K
Personal Cfo Solutions, LLC 0.05% Add +32.6% 33,315 $291K
Composition Wealth, LLC 0.01% Add +27.4% 32,912 $287K
Ieq Capital, LLC 0.00% Reduce -50.6% 32,835 $287K
Moneta Group Investment Advisors LLC 0.00% Add +4.2% 32,824 $287K
Meiji Yasuda Asset Management Co Ltd. 0.01% Add +27.8% 32,734 $286K
Prestige Wealth Management Group LLC 0.06% Add +0.9% 32,532 $284K
Mathes Company, Inc. 0.11% Reduce -1.2% 32,529 $284K
Focus Partners Wealth 0.00% New 32,454 $283K
Horizon Investments, LLC 0.01% Reduce -5.2% 32,292 $282K
Central Pacific Bank - Trust Division 0.04% — 32,059 $282K
Stratos Wealth Partners, LTD. 0.00% Reduce -16.5% 32,048 $280K
Lombard Odier Asset Management (USA) Corp 0.04% Reduce -33.3% 32,000 $279K
Advisors Asset Management, Inc. 0.01% Reduce -43.3% 31,705 $277K
IFP Advisors, Inc 0.01% Reduce -0.6% 31,673 $277K
First Trust Direct Indexing L.P. 0.02% Reduce -8.0% 31,665 $276K
Compound Planning, Inc. 0.03% Add +207.9% 31,581 $276K
Angeles Investment Advisors, LLC 0.01% No change 31,116 $272K
Oxford Asset Management LLP 0.30% Reduce -24.2% 31,051 $271K
CMT Capital Markets Trading GmbH 0.12% New 30,907 $270K
Texas Yale Capital Corp. 0.01% No change 30,653 $268K
Chemistry Wealth Management LLC 0.07% Add +9.3% 30,214 $264K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -58.1% 30,028 $262K
National Bank of Canada 0.00% Add +28.9% 32,064 $262K
Act Wealth Management, LLC 0.13% Add +78.8% 29,905 $261K
Cutter & CO Brokerage, Inc. 0.06% Reduce -2.9% 29,844 $261K
Apollon Wealth Management, LLC 0.01% Reduce -12.6% 29,816 $260K
Raymond James Trust N.A. 0.01% Reduce -23.2% 29,337 $256K
Crossingbridge Advisors, LLC 0.30% — 20,000 $256K
Camelot Portfolios, LLC 0.25% Reduce -0.1% 29,281 $256K
Brookstone Capital Management 0.00% Add +6.2% 28,466 $249K
Harrington Investments, INC 0.14% Add +4.5% 28,418 $248K
Satovsky Asset Management LLC 0.07% Add +0.0% 28,313 $247K
Waldron Private Wealth LLC 0.01% Reduce -5.2% 28,256 $247K
Excalibur Management Corp. 0.10% Reduce -1.4% 27,855 $243K
Prudential PLC 0.00% Reduce -78.9% 27,794 $243K
MBB Public Markets I LLC 0.02% New 27,784 $243K
Tiaa Trust, National Association 0.00% Add +6.8% 27,735 $242K
Highlander Partners, L.P. 0.17% Reduce -35.3% 27,500 $240K
Prospera Financial Services Inc 0.01% Reduce -13.5% 27,455 $240K
Symmetry Partners, LLC 0.02% No change 27,255 $238K
Quantinno Capital Management LP 0.01% Reduce -61.9% 27,248 $238K
R.H. Dinel Investment Counsel, Inc. 0.15% No change 27,250 $238K
Community Bank of Raymore 0.11% Reduce -40.3% 26,888 $235K
IHT Wealth Management, LLC 0.01% Add +4.8% 26,816 $234K
&partners 0.03% Reduce -0.1% 26,768 $234K
Patton Fund Management, Inc. 0.04% Add +118.4% 26,739 $233K
International Assets Investment Management, LLC 0.02% Reduce -4.4% 26,526 $233K
Gator Capital Management, LLC 0.12% No change 26,500 $231K
Institute for Wealth Management, LLC. 0.03% Reduce -10.8% 26,252 $229K
Trust Asset Management LLC 0.02% No change 25,966 $227K
Prime Capital Investment Advisors, LLC 0.00% Reduce -13.7% 25,851 $226K
Systematic Portfolios LLC 0.74% New 2,748 $226K
ProVise Management Group, LLC 0.02% Add +46.6% 25,847 $226K
Lodestone Wealth Management LLC 0.12% Reduce -72.8% 25,671 $224K
Pavion Blue Capital, LLC 0.11% Add +13.2% 25,668 $224K
Advance Capital Management, Inc. 0.02% Reduce -4.1% 25,643 $224K
Waverly Advisors, LLC 0.01% Add +21.2% 25,394 $222K
Roberts Glore & Co. Inc. 0.07% Reduce -9.3% 25,281 $221K
Moody National Bank Trust Division 0.02% Reduce -5.0% 24,667 $215K
Signaturefd, LLC 0.00% Reduce -17.6% 24,465 $214K
SVB Wealth LLC 0.00% Reduce -23.7% 24,433 $213K
Wealthfront Advisers LLC 0.00% Reduce -57.4% 24,336 $212K
ICICI Prudential Asset Management Co Ltd 0.02% Add +2.6% 24,290 $212K
Concurrent Investment Advisors, LLC 0.01% Reduce -9.8% 24,256 $212K
Kingsview Wealth Management, LLC 0.01% Reduce -6.3% 24,184 $211K
Parallax Volatility Advisers, L.P. 0.01% New 24,072 $210K
Vaughan David Investments LLC 0.01% Reduce -6.1% 23,900 $209K
Cigna Investments Inc. 0.04% No change 23,811 $208K
Patten & Patten Inc. 0.01% Add +21.6% 23,661 $207K
Auto-Owners Insurance Co 0.01% No change 23,527 $205K
E Fund Management Co., Ltd. 0.01% Reduce -2.4% 23,403 $204K
Tudor Investment Corporation 0.00% Reduce -98.0% 23,362 $204K
Reliant Investment Management, LLC 0.10% No change 23,286 $203K
Wesbanco Bank Inc. 0.01% Add +14.8% 22,893 $200K
Holistic Financial Partners 0.10% Add +6.8% 22,679 $198K
Legacy Wealth Management, LLC 0.01% New 22,643 $198K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Add +30.9% 22,313 $195K
Aptus Capital Advisors, LLC 0.00% Add +18.9% 22,264 $194K
Advisory Alpha, LLC 0.01% Reduce -8.5% 22,084 $193K
Millennium Capital Advisors, LLC 0.14% Reduce -8.9% 22,076 $193K
Huntington National Bank 0.00% Reduce -19.3% 21,966 $192K
Chicago Partners Investment Group LLC 0.01% Add +51.9% 22,574 $191K
Sterneck Capital Management, LLC 0.11% No change 21,807 $190K
Smartleaf Asset Management LLC 0.04% New 22,033 $190K
Vantage Consulting Group Inc 0.12% Add +33.4% 21,775 $190K
Daiichi Life Insurance Co., Ltd. 0.00% No change 21,584 $188K
J.W. Cole Advisors, Inc. 0.01% Reduce -4.8% 21,549 $188K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.13% Add +26.5% 21,500 $188K
Choreo, LLC 0.00% Reduce -0.5% 21,472 $187K
North Star Asset Management Inc. 0.01% Reduce -2.0% 21,360 $186K
Provenance Wealth Advisors, LLC 0.03% Add +4.0% 21,248 $185K
Equitable Holdings, Inc. 0.00% Add +10.5% 21,248 $185K
Gagnon Securities LLC 0.04% Add +0.1% 21,183 $185K
Realta Investment Advisors 0.04% Reduce -4.4% 21,163 $185K
White Pine Capital LLC 0.07% Reduce -3.5% 25,067 $184K
Williams Jones Wealth Management, LLC. 0.00% Reduce -17.0% 20,456 $179K
Mgo One Seven LLC 0.01% Reduce -1.8% 20,329 $177K
Clear Harbor Asset Management, LLC 0.02% Add +18.6% 20,285 $177K
UMB Bank, n.a. 0.00% Add +44.0% 20,190 $176K
Western Pacific Wealth Management, LP 0.13% Add +50.2% 20,188 $176K
Townsquare Capital LLC 0.00% Add +8.9% 20,179 $176K
EP Wealth Advisors, LLC 0.00% Add +12.6% 20,177 $176K
Wellington Shields & Co., LLC 0.06% Reduce -18.2% 20,120 $176K
Access Investment Management LLC 0.06% No change 20,000 $175K
Edgewood Management LLC 0.00% No change 20,000 $175K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -12.7% 19,986 $174K
Greenleaf Trust 0.00% Add +6.1% 19,954 $174K
Supplemental Annuity Collective Trust of NJ 0.05% No change 19,885 $174K
Snowden Capital Advisors LLC 0.01% Add +24.7% 19,877 $174K
Inceptionr LLC 0.04% New 19,851 $173K
Merit Financial Group, LLC 0.00% Add +10.7% 21,714 $173K
Caprock Group, LLC 0.01% Add +5.1% 19,637 $171K
Forum Financial Management, LP 0.00% Add +54.1% 19,476 $170K
Summit Securities Group LLC 0.08% Reduce -46.6% 19,450 $170K
Eschler Asset Management LLP 0.11% Reduce -4.5% 19,386 $169K
Privium Fund Management B.V. 0.05% No change 19,270 $168K
Wealthspire Advisors, LLC 0.00% Reduce -17.1% 19,121 $167K
Elkhorn Partners Limited Partnership 0.12% Add +6.7% 19,000 $166K
Total Clarity Wealth Management, Inc. 0.06% New 18,946 $165K
Power Wealth Management LLC 0.10% New 18,754 $164K
Coldstream Capital Management Inc. 0.00% Add +15.3% 18,519 $162K
Nicholas Hoffman & Company, LLC. 0.01% Reduce -29.9% 18,338 $160K
Altfest L J & Co. Inc. 0.02% Reduce -1.4% 18,322 $160K
Independent Advisor Alliance 0.01% Reduce -13.1% 18,278 $160K
Mirabaud & Cie SA 0.06% No change 18,144 $158K
Flagship Harbor Advisors, LLC 0.01% Add +44.8% 18,102 $158K
MIdWestOne Financial Group, Inc. 0.03% Add +0.0% 18,063 $158K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 17,982 $157K
WealthTrust Axiom LLC 0.05% Reduce -10.4% 17,940 $157K
Sunbelt Securities, Inc. 0.02% Reduce -13.3% 17,713 $155K
Mather Group, Llc. 0.00% Reduce -2.8% 13,524 $154K
EntryPoint Capital, LLC 0.14% Add +57.7% 17,611 $154K
Armstrong, Fleming & Moore, Inc 0.11% No change 17,598 $154K
Busey Bank 0.01% Reduce -1.7% 17,591 $154K
Delta Investment Management, LLC 0.03% New 17,571 $153K
Boston Financial Mangement LLC 0.00% New 17,557 $153K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -16.3% 17,449 $152K
V-Square Quantitative Management LLC 0.02% No change 17,402 $152K
Round Hill Asset Management 0.09% Reduce -0.4% 17,315 $151K
Burney Co./ 0.01% Reduce -4.6% 17,297 $151K
Steward Partners Investment Solutions, LLC 0.03% New 17,192 $150K
Cullen/Frost Bankers, Inc. 0.00% Add +31.0% 17,187 $150K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.04% Add +0.2% 17,166 $150K
Orion Porfolio Solutions, LLC 0.00% Reduce -46.9% 17,161 $150K
Orion Portfolio Solutions, LLC 0.00% Reduce -46.9% 17,161 $150K
Belpointe Asset Management LLC 0.01% Add +38.8% 17,016 $149K
Mesirow Financial Investment Management, Inc. 0.00% Add +19.1% 17,010 $148K
Wealth Alliance, LLC 0.02% Reduce -29.6% 16,986 $148K
Conning Inc. 0.01% Add +39.4% 16,960 $148K
Silvercrest Asset Management Group LLC 0.00% Reduce -4.2% 16,785 $147K
Balanced Rock Investment Advisors LLC 0.12% Reduce -0.6% 16,695 $146K
Daymark Wealth Partners, LLC 0.01% Reduce -2.4% 16,687 $146K
Rathbones Group PLC 0.00% Reduce -9.2% 16,637 $145K
Peapack Gladstone Financial Corp. 0.00% Reduce -59.8% 16,671 $145K
Patriot Financial Group Insurance Agency, LLC 0.02% Add +5.2% 16,546 $144K
Perennial Advisors, LLC 0.03% No change 16,248 $142K
Brighton Jones LLC 0.01% Add +32.8% 16,234 $142K
Nations Financial Group Inc, /Ia/ 0.01% Add +1.3% 16,228 $142K
Axxcess Wealth Management, LLC 0.00% Reduce -4.4% 16,228 $142K
Qtron Investments LLC 0.02% No change 16,226 $142K
Sheaff Brock Investment Advisors, LLC 0.01% Reduce -10.0% 16,124 $141K
Safeguard Investment Advisory Group, LLC 0.05% Reduce -25.8% 15,869 $139K
Cidel Asset Management Inc. 0.01% Add +12.6% 15,754 $138K
Schonfeld Strategic Advisors LLC 0.00% Add +6.5% 15,598 $136K
Diligent Investors, LLC 0.03% Reduce -10.7% 15,528 $136K
Retirement Group, LLC 0.05% Reduce -11.5% 15,514 $135K
Aull & Monroe Investment Management Corp 0.06% New 15,439 $135K
Clearline Capital LP 0.01% No change 15,352 $134K
DRW Securities, LLC 0.01% New 15,263 $133K
BBR Partners, LLC 0.01% New 15,200 $133K
Cubic Asset Management, LLC 0.03% Reduce -9.7% 15,075 $132K
Great Valley Advisor Group, Inc. 0.00% Add +36.8% 15,008 $131K
Cornerstone Wealth Management, LLC 0.01% Reduce -4.5% 15,007 $131K
Alpha Family Trust 0.08% No change 15,000 $131K
Global Retirement Partners, LLC 0.00% Reduce -3.9% 14,932 $130K
Avior Wealth Management, LLC 0.01% Reduce -5.2% 14,901 $130K
Johnson Investment Counsel Inc. 0.00% Add +6.7% 14,883 $130K
Harbour Investments, Inc. 0.00% Add +5.1% 14,666 $128K
Natixis 0.00% Reduce -98.3% 14,612 $128K
Pinnacle West Asset Management, Inc. 0.10% Add +2.8% 14,481 $126K
Kingswood Wealth Advisors, LLC 0.01% New 14,107 $123K
Investors Asset Management of Georgia Inc. /Ga/ 0.06% Reduce -2.9% 14,010 $122K
Albert D Mason Inc. 0.08% Reduce -1.5% 13,978 $122K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -6.5% 13,969 $122K
Farmers & Merchants Investments Inc. 0.00% Reduce -13.7% 13,956 $122K
Dynamic Advisor Solutions LLC 0.00% New 13,794 $120K
Gifford Fong Associates 0.03% Reduce -60.4% 13,760 $120K
Quadrant Private Wealth Management, LLC 0.03% Reduce -5.9% 13,717 $120K
Cedar Brook Financial Partners, LLC 0.02% Reduce -3.9% 13,667 $119K
Burkett Financial Services, LLC 0.06% Reduce -4.9% 13,651 $119K
Virtu Financial LLC 0.01% Reduce -85.8% 13,608 $119K
CreativeOne Wealth, LLC 0.00% New 13,575 $119K
GAMMA Investing LLC 0.02% Add +6.6% 13,572 $118K
Sigma Planning Corp 0.00% New 13,222 $115K
Lazari Capital Management, Inc. 0.06% Reduce -9.3% 13,192 $115K
Ascent Group, LLC 0.01% Reduce -1.3% 13,170 $115K
Venture Visionary Partners LLC 0.01% New 13,140 $115K
Essex Financial Services, Inc. 0.01% Reduce -0.7% 13,132 $115K
Solutions 4 Wealth, Ltd 0.32% New 13,106 $114K
Plancorp, LLC 0.01% Add +3.8% 13,082 $114K
Cutler Group LLC / CA 0.06% Reduce -88.7% 13,122 $114K
Claret Asset Management Corp 0.02% Reduce -6.5% 13,090 $114K
Farther Finance Advisors, LLC 0.01% Add +44.8% 12,951 $114K
Apexium Financial, LP 0.01% Reduce -0.3% 12,981 $113K
Lanark Financial, Inc. 0.01% Reduce -4.9% 11,826 $113K
Meritage Group LP 0.00% New 12,911 $113K
Valeo Financial Advisors, LLC 0.00% Reduce -26.0% 13,455 $113K
Delta Financial Group, Inc. 0.03% Reduce -33.5% 12,610 $110K
Bard Financial Services, Inc. 0.01% Reduce -41.7% 12,600 $110K
Founders Financial Alliance, LLC 0.03% Reduce -24.0% 12,580 $110K
Cutler Capital Management, LLC 0.05% Reduce -1.4% 12,463 $109K
CoreCap Advisors, LLC 0.01% New 12,426 $108K
Rothschild Investment LLC 0.01% Add +6.6% 12,378 $108K
Sentry Investment Management LLC 0.04% Add +7.2% 12,425 $108K
Dakota Wealth Management 0.00% Reduce -23.8% 12,351 $108K
Veltria Advisors Corp. 0.03% New 12,205 $107K
Ausdal Financial Partners, Inc. 0.01% Reduce -1.8% 12,147 $106K
Edge Capital Group, LLC 0.01% New 12,086 $106K
Argyle Capital Management, LLC 0.04% Reduce -7.3% 12,060 $105K
Annex Advisory Services, LLC 0.00% Add +1.6% 12,040 $105K
Beacon Financial Group 0.01% Reduce -12.3% 12,009 $105K
Wealth Management Associates, Inc. 0.05% Reduce -15.2% 13,950 $104K
Focused Wealth Management, Inc 0.02% Reduce -0.6% 11,855 $103K
Walker Asset Management, LLC 0.07% Reduce -0.4% 11,825 $103K
Insigneo Advisory Services, LLC 0.01% Reduce -2.7% 11,770 $103K
Brown Brothers Harriman & Co. 0.00% Reduce -18.3% 11,670 $102K
NorthRock Partners, LLC 0.00% Reduce -56.0% 11,490 $100K
Fiduciary Trust Co 0.00% Add +1.7% 11,471 $100K
Everhart Financial Group, Inc. 0.03% New 11,447 $100K
Exencial Wealth Advisors, LLC 0.00% Reduce -14.8% 11,392 $99K
Telos Capital Management, Inc. 0.01% Add +5.8% 11,337 $99K
Beacon Financial Advisory LLC 0.05% Add +0.5% 11,272 $98K
Kempner Capital Management Inc. 0.05% No change 11,175 $98K
Thoroughbred Financial Services, LLC 0.01% Reduce -7.8% 11,311 $98K
Vinva Investment Management Ltd 0.01% New 11,195 $98K
Hoylecohen, LLC 0.01% Reduce -6.5% 11,182 $98K
Garden State Investment Advisory Services LLC 0.04% Reduce -1.0% 11,115 $97K
City Holding Co. 0.01% Reduce -9.3% 11,104 $97K
Clarius Group, LLC 0.01% Reduce -39.4% 11,091 $97K
China Universal Asset Management Co., Ltd. 0.01% Add +123.1% 11,004 $96K
Covestor Ltd 0.06% Add +4.9% 10,998 $96K
Lafayette Investments, Inc. 0.02% New 10,977 $96K
Schulhoff & Co. Inc. 0.04% Reduce -12.7% 10,838 $95K
Hall Laurie J Trustee 0.03% No change 10,702 $93K
Bruce & Co., Inc. 0.03% No change 10,642 $93K
Armstrong Advisory Group, Inc. 0.01% No change 8,162 $93K
Independent Financial Group, LLC 0.00% Reduce -41.5% 10,622 $93K
Guardian Wealth Advisors, LLC / NC 0.01% New 10,608 $93K
Abn Amro Investment Solutions 0.00% No change 10,562 $92K
Capital Investment Advisory Services, LLC 0.01% New 10,480 $91K
Scheer, Rowlett & Associates Investment Management Ltd. 0.01% New 10,435 $91K
Lazard Asset Management LLC 0.00% Add +47.8% 10,558 $91K
Private Portfolio Partners LLC 0.02% Reduce -12.6% 10,403 $91K
Glenview Trust Co 0.00% Reduce -31.7% 10,376 $91K
Csenge Advisory Group 0.01% Reduce -2.0% 10,362 $90K
Summit Financial, LLC 0.01% Reduce -8.8% 10,350 $90K
Bison Wealth, LLC 0.01% Reduce -0.9% 10,306 $90K
DORCHESTER WEALTH MANAGEMENT Co 0.02% Reduce -2.2% 10,305 $90K
Garda Capital Partners LP 0.04% New 10,300 $90K
Good Life Advisors, LLC 0.01% Reduce -2.7% 10,299 $90K
Quotient Wealth Partners, LLC 0.00% Reduce -3.4% 10,249 $89K
Pinnacle Wealth Management Advisory Group, LLC 0.01% Add +1.7% 10,190 $89K
Coastwise Capital Group, LLC 0.08% Reduce -8.3% 10,182 $89K
Investors Research Corp 0.02% Add +58.4% 10,166 $89K
Hantz Financial Services, Inc. 0.00% Add +0.8% 10,067 $88K
Citizens Financial Group Inc. 0.00% New 10,069 $88K
Widmann Financial Services, Inc. 0.07% Reduce -11.1% 10,013 $87K
NorthCrest Asset Manangement, LLC 0.00% Reduce -25.0% 10,004 $87K
Moser Wealth Advisors, LLC 0.05% Reduce -22.8% 9,839 $86K
Onyx Bridge Wealth Group LLC 0.02% New 10,578 $86K
Tompkins Financial Corp. 0.01% Reduce -8.3% 9,703 $85K
Parallel Advisors, LLC 0.00% Add +22.1% 9,464 $83K
Optimum Investment Advisors 0.04% Reduce -0.2% 9,338 $82K
Gables Capital Management Inc. 0.04% Reduce -14.0% 9,162 $80K
Northwest Investment Counselors, LLC 0.02% New 8,208 $72K
CENTRAL TRUST Co 0.00% Reduce -18.3% 8,185 $71K
Gilliland Jeter Wealth Management LLC 0.02% New 7,881 $69K
Hexagon Capital Partners LLC 0.02% Reduce -20.3% 7,767 $68K
Pacific Center for Financial Services 0.02% Reduce -18.8% 7,677 $67K
Anchor Investment Management, LLC 0.01% Reduce -17.4% 7,620 $67K
American National Bank & Trust 0.01% Add +41.6% 7,503 $66K
BNP Paribas 0.00% — 7,397 $65K
Private Trust Co. NA 0.01% Add +18.8% 7,262 $63K
Ostrum Asset Management 0.00% No change 7,091 $62K
TCTC Holdings, LLC 0.00% Reduce -6.8% 6,942 $61K
Alta Advisers Ltd 0.03% No change 6,900 $60K
Pingora Partners LLC 0.04% No change 6,835 $60K
Whittier Trust Co. 0.00% Reduce -43.9% 6,767 $59K
Bessemer Group Inc. 0.00% Reduce -67.2% 6,884 $59K
Cambridge Trust Co. 0.00% Reduce -0.4% 6,569 $57K
Lindbrook Capital, LLC 0.01% Reduce -34.9% 6,433 $56K
HM Payson & Co. 0.00% Reduce -1.9% 6,062 $53K
Platinum Investment Management Ltd. 0.00% Add +42.0% 5,967 $52K
Logan Capital Management Inc. 0.00% Reduce -90.3% 5,686 $50K
Optiver Holding B.V. 0.00% New 5,642 $49K
Vestor Capital, LLC 0.00% No change 5,638 $49K
Blue Trust, Inc. 0.00% Reduce -11.2% 5,556 $49K
Gen-Wealth Partners Inc 0.02% — 5,507 $48K
CX Institutional 0.00% Reduce -84.5% 5,507 $48K
Horrell Capital Management, Inc. 0.01% New 5,500 $48K
GPS Wealth Strategies Group, LLC 0.01% Reduce -12.0% 5,478 $48K
AlphaCentric Advisors LLC 0.03% Reduce -11.9% 5,421 $47K
Deseret Mutual Benefit Administrators 0.02% No change 5,420 $47K
Wellington Shields Capital Management, LLC 0.01% Add +38.9% 5,317 $46K
Key Financial Inc 0.01% No change 5,246 $46K
St Germain D J Co. Inc. 0.00% Reduce -4.3% 5,226 $46K
Princeton Global Asset Management LLC 0.01% Reduce -4.6% 4,985 $44K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 4,951 $43K
North Star Investment Management Corp. 0.00% Reduce -48.0% 4,873 $43K
State Farm Mutual Automobile Insurance Co. 0.00% No change 4,838 $42K
NFSG Corp 0.02% Add +66.8% 4,792 $42K
Systematic Financial Management LP 0.00% Add +3750.0% 4,620 $40K
Concord Wealth Partners 0.01% Add +29.3% 4,535 $40K
LRI Investments, LLC 0.01% — 4,510 $39K
Parkside Financial Bank & Trust 0.01% Reduce -11.7% 4,452 $39K
PFS Partners, LLC 0.03% Reduce -6.7% 4,450 $39K
M&R Capital Management Inc. 0.01% Reduce -96.3% 4,380 $38K
Beaird Harris Wealth Management, LLC 0.00% Add +6.4% 4,309 $38K
Westpac Banking Corp. 0.00% No change 4,259 $37K
Financial Perspectives, Inc 0.01% Reduce -5.8% 4,246 $37K
City State Bank 0.02% Add +3.2% 4,188 $37K
Carolinas Wealth Consulting LLC 0.01% Reduce -21.3% 4,195 $37K
Transcendent Capital Group LLC 0.02% Add +665.4% 4,003 $35K
Quadrant Capital Group LLC 0.00% Reduce -41.2% 3,962 $35K
Gradient Investments LLC 0.00% Reduce -65.6% 3,947 $34K
Sandy Spring Bank 0.00% Add +0.4% 3,872 $34K
Jones Financial Companies LLLP 0.00% Add +3.9% 3,853 $34K
Quent Capital, LLC 0.00% Add +1.2% 3,845 $34K
WR Wealth Planners, LLC 0.01% New 3,773 $33K
Future Financial Wealth Managment LLC 0.03% New 3,739 $33K
University of Texas/Texas Am Investment Management Co. 0.01% Reduce -50.0% 2,867 $33K
TD Private Client Wealth LLC 0.00% Reduce -86.2% 3,730 $33K
Rakuten Securities, Inc. 0.01% Add +15.8% 3,553 $31K
Brown, Lisle/Cummings, Inc. 0.01% Reduce -4.1% 3,550 $31K
Truvestments Capital LLC 0.01% Reduce -41.5% 3,547 $31K
McIlrath & Eck, LLC 0.00% Add +1.8% 3,538 $31K
Main Street Group, LTD 0.01% Add +42.6% 3,498 $31K
Old Second National Bank of Aurora 0.01% No change 3,476 $30K
SOA Wealth Advisors, LLC. 0.01% Reduce -2.4% 3,438 $30K
HBC Financial Services, PLLC 0.02% Reduce -10.0% 4,021 $30K
First Financial Corp. 0.01% Add +577.4% 3,387 $30K
Center for Financial Planning, Inc. 0.00% Add +6.1% 3,345 $29K
Caldwell Sutter Capital, Inc. 0.01% Reduce -16.2% 3,303 $29K
Larson Financial Group LLC 0.00% Reduce -25.3% 3,229 $28K
Bogart Wealth, LLC 0.00% Add +17.4% 3,151 $28K
Crewe Advisors LLC 0.00% New 3,134 $27K
Clear Point Advisors Inc. 0.02% Reduce -0.1% 3,124 $27K
JFS Wealth Advisors, LLC 0.00% Reduce -7.5% 3,107 $27K
New England Capital Financial Advisors LLC 0.02% Add +31.6% 3,093 $27K
Exchange Traded Concepts, LLC 0.00% Reduce -22.1% 3,061 $27K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.02% No change 3,000 $26K
LGT Financial Advisors LLC 0.03% No change 2,958 $26K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 2,907 $25K
AdvisorNet Financial, Inc 0.00% Reduce -19.8% 2,827 $25K
FinTrust Capital Advisors, LLC 0.00% Reduce -10.0% 2,760 $24K
Concourse Financial Group Securities, Inc. 0.00% Reduce -57.1% 2,703 $24K
FSA Wealth Management LLC 0.01% Reduce -0.2% 2,674 $23K
Rosenberg Matthew Hamilton 0.01% Reduce -13.5% 2,643 $23K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -1.4% 2,593 $23K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -19.1% 2,622 $23K
Aspire Private Capital, LLC 0.01% No change 2,620 $23K
Moisand Fitzgerald Tamayo, LLC 0.00% Reduce -1.5% 2,604 $23K
MCF Advisors LLC 0.00% Reduce -12.8% 2,583 $23K
Catalyst Capital Advisors LLC 0.00% Reduce -94.8% 2,563 $22K
Beacon Capital Management, LLC 0.00% Add +6.1% 2,540 $22K
Estabrook Capital Management 0.00% Reduce -8.7% 2,500 $22K
Ofi Invest Asset Management 0.00% Add +8.0% 2,658 $21K
Johnson Financial Group, Inc. 0.00% Reduce -62.6% 2,449 $21K
Cape Investment Advisory, Inc. 0.01% Reduce -9.2% 2,448 $21K
NBT Bank, N.A. 0.00% Reduce -5.7% 2,418 $21K
Asset Dedication, LLC 0.00% Add +0.7% 2,435 $21K
Smithfield Trust Co 0.00% Reduce -39.9% 2,440 $21K
Global Assets Advisory, LLC 0.01% New 2,366 $21K
Riverview Trust Co 0.02% New 2,378 $21K
CoreFirst Bank & Trust 0.01% Reduce -1.5% 2,373 $21K
Pacifica Partners Inc. 0.01% Reduce -1.9% 2,435 $21K
Kelly Lawrence W & Associates Inc. 0.00% Reduce -1.0% 2,345 $20K
Salomon & Ludwin, LLC 0.00% Reduce -0.3% 2,331 $20K
TFC Financial Management, Inc. 0.00% Reduce -6.4% 2,318 $20K
GeoWealth Management, LLC 0.00% Reduce -46.5% 2,288 $20K
Hollencrest Capital Management 0.00% Reduce -8.3% 2,266 $20K
Valley National Advisers Inc. 0.00% Reduce -8.6% 2,258 $19K
Fortis Group Advisors, LLC 0.00% Reduce -50.0% 2,150 $19K
Householder Group Estate & Retirement Specialist, LLC 0.01% Add +10.1% 2,147 $19K
Cacti Asset Management LLC 0.00% No change 2,419 $19K
Peoples Bank 0.01% Reduce -0.3% 2,130 $19K
New Covenant Trust Company, N.A. 0.02% — 2,121 $19K
Glen Eagle Advisors, LLC 0.00% Add +18.5% 2,111 $18K
Clearstead Advisors, LLC 0.00% Reduce -24.9% 2,163 $18K
Capital Advisors, Ltd. LLC 0.00% Reduce -19.4% 2,089 $18K
Horizon Financial Services, LLC 0.01% New 2,025 $18K
Tyler-Stone Wealth Management 0.01% Reduce -47.6% 1,966 $17K
Wetzel Investment Advisors, Inc. 0.01% No change 2,031 $17K
Tortoise Investment Management, LLC 0.00% No change 1,932 $17K
Laffer Tengler Investments, Inc. 0.01% Add +87.1% 1,875 $16K
Kelly Financial Services LLC 0.01% No change 1,849 $16K
Hazlett, Burt & Watson, Inc. 0.01% Add +0.6% 2,069 $16K
Creative Financial Designs Inc. 0.00% Add +65.7% 1,829 $16K
Impact Partnership Wealth, LLC 0.01% No change 1,822 $16K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -30.8% 1,875 $16K
Harbor Investment Advisory, LLC 0.00% Add +2.4% 1,806 $16K
Meeder Asset Management Inc. 0.00% New 1,757 $15K
Continuum Advisory, LLC 0.00% New 1,906 $15K
Hartford Financial Management Inc. 0.00% No change 1,723 $15K
Community Bank, N.A. 0.00% Reduce -3.4% 1,716 $15K
Northwest Capital Management Inc 0.00% No change 1,692 $15K
Archer Investment Corp 0.00% Reduce -37.6% 1,688 $15K
Bangor Savings Bank 0.00% Reduce -0.1% 1,674 $15K
Baldwin Wealth Partners LLC 0.00% No change 1,604 $14K
Tsfg, LLC 0.00% Reduce -9.9% 1,549 $14K
Signature Resources Capital Management, LLC 0.01% No change 1,209 $14K
Arlington Trust Co LLC 0.00% No change 1,572 $14K
Twin Lakes Capital Management, LLC 0.01% No change 1,553 $14K
MV Capital Management, Inc. 0.00% Reduce -12.6% 1,523 $13K
EverSource Wealth Advisors, LLC 0.00% Reduce -48.4% 1,805 $13K
Clearstead Trust, LLC 0.00% Add +7.1% 1,521 $13K
Norwood Financial Corp 0.02% No change 1,519 $13K
Naples Money Management LLC 0.01% Reduce -0.5% 1,517 $13K
Duncker Streett & Co. Inc. 0.00% No change 1,479 $13K
Country Trust Bank 0.00% Add +3.7% 1,444 $13K
Foster Dykema Cabot & Partners, LLC 0.00% Add +2029.8% 1,427 $12K
WASHINGTON TRUST Co 0.00% Reduce -25.8% 1,381 $12K
EnRich Financial Partners LLC 0.00% New 1,357 $12K
Versant Capital Management, Inc 0.00% Add +63.7% 1,357 $12K
S.A. Mason LLC 0.01% No change 1,348 $12K
Planning Capital Management Corp 0.01% No change 1,312 $11K
Palisade Asset Management, LLC 0.00% New 1,307 $11K
ICA Group Wealth Management, LLC 0.00% Reduce -5.0% 1,302 $11K
JCIC Asset Management Inc. 0.00% No change 1,297 $11K
Register Financial Advisors LLC 0.01% New 1,293 $11K
Barrett & Company, Inc. 0.01% Reduce -14.2% 1,293 $11K
GHP Investment Advisors, Inc. 0.00% Reduce -26.9% 1,286 $11K
Colonial Trust Advisors 0.00% Reduce -2.4% 1,280 $11K
Financial Management Professionals, Inc. 0.00% Reduce -10.9% 1,271 $11K
Peoples Financial Services Corp. 0.00% Reduce -41.5% 1,259 $11K
Opal Wealth Advisors, LLC 0.00% New 1,248 $11K
CVA Family Office, LLC 0.00% Reduce -65.2% 1,225 $11K
Citizens National Bank Trust Department 0.00% No change 1,217 $11K
Front Row Advisors LLC 0.00% New 1,202 $10K
FRG Family Wealth Advisors LLC 0.00% New 1,401 $10K
Godsey & Gibb, Inc. 0.00% Reduce -22.9% 1,181 $10K
CNB Bank 0.01% Reduce -34.4% 1,166 $10K
Briaud Financial Planning Inc 0.01% New 1,084 $10K
CKW Financial Group 0.00% No change 1,142 $10K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 1,124 $10K
Sittner & Nelson, LLC 0.00% No change 1,104 $10K
First United Bank & Trust 0.00% Reduce -3.3% 1,089 $10K
Costello Asset Management, INC 0.01% No change 1,088 $9K
Bray Capital Advisors 0.00% No change 1,075 $9K
Cornerstone Planning Group LLC 0.00% Reduce -0.2% 1,168 $9K
Sachetta, LLC 0.00% No change 813 $9K
Field & Main Bank 0.00% Add +13.2% 1,048 $9K
Hilltop National Bank 0.00% — 1,038 $9K
Towne Trust Company, N.A 0.00% Add +36.0% 1,036 $9K
Westside Investment Management, Inc. 0.00% Reduce -29.5% 1,020 $9K
RFP Financial Group LLC 0.00% Add +18.4% 1,002 $9K
Washington Trust Advisors, Inc. 0.00% Reduce -55.5% 991 $9K
Compass Wealth Management LLC 0.00% Reduce -99.4% 988 $9K
Private Wealth Management Group, LLC 0.00% Reduce -31.1% 983 $9K
Valley Wealth Managers, Inc. 0.00% No change 962 $8K
Cranbrook Wealth Management, LLC 0.00% No change 937 $8K
Piscataqua Savings Bank 0.01% Add +5.8% 935 $8K
Banque Cantonale Vaudoise 0.00% No change 839 $8K
Paradigm Asset Management Co. LLC 0.00% No change 900 $8K
Centennial Bank 0.00% No change 891 $8K
Global Financial Private Client, LLC 0.00% No change 884 $8K
Assetmark, Inc. 0.00% Reduce -43.8% 884 $8K
Bell Investment Advisors, Inc 0.00% Add +1.0% 879 $8K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -1.5% 868 $8K
Global Wealth Strategies & Associates 0.00% No change 838 $7K
Bellevue Asset Management, LLC 0.00% Reduce -5.2% 818 $7K
Caldwell Trust Co 0.00% Reduce -72.3% 813 $7K
AlphaMark Advisors, LLC 0.00% Reduce -15.2% 748 $7K
GW&K Investment Management, LLC 0.00% Reduce -9.4% 783 $7K
Ameliora Wealth Management Ltd. 0.00% Add +979.7% 799 $7K
TD Capital Management LLC 0.00% Reduce -16.8% 768 $7K
Plante Moran Financial Advisors, LLC 0.00% No change 766 $7K
Frazier Financial Advisors, LLC 0.01% No change 736 $6K
Spotlight Asset Group, Inc. 0.00% No change 725 $6K
Colonial Trust Co / SC 0.00% Add +17.3% 725 $6K
Rise Advisors, LLC 0.00% Reduce -2.6% 711 $6K
IAG Wealth Partners, LLC 0.00% Add +26.5% 701 $6K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -7.0% 692 $6K
Carmichael Hill & Associates, Inc. 0.00% Reduce -14.4% 690 $6K
POM Investment Strategies, LLC 0.00% No change 688 $6K
Central Bank & Trust Co. 0.00% Reduce -74.8% 671 $6K
Venturi Wealth Management, LLC 0.00% Reduce -15.8% 665 $6K
CGC Financial Services, LLC 0.00% Add +11.3% 662 $6K
Boyd Watterson Asset Management LLC 0.00% Reduce -23.8% 657 $6K
FSC Wealth Advisors, LLC 0.00% Reduce -25.3% 619 $5K
Creative Capital Management Investments LLC 0.00% No change 617 $5K
Zions Bancorporation, N.A. 0.00% Reduce -20.9% 598 $5K
Heritage Wealth Advisors 0.00% Reduce -3.9% 586 $5K
Pflug Koory, LLC 0.00% Reduce -19.3% 579 $5K
Stephens Consulting, LLC 0.00% No change 561 $5K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 544 $5K
Manchester Capital Management LLC 0.00% Reduce -88.6% 537 $5K
JNBA Financial Advisors 0.00% No change 529 $5K
Cypress Capital Management LLC (WY) 0.01% No change 527 $5K
Oakworth Capital, Inc. 0.00% Add +16.6% 507 $4K
Financial Gravity Asset Management, Inc. 0.00% Reduce -46.0% 388 $4K
First Personal Financial Services 0.00% Reduce -21.7% 505 $4K
Raleigh Capital Management Inc. 0.00% Reduce -2.4% 499 $4K
Halpern Financial, Inc. 0.00% No change 498 $4K
Financial Avengers, Inc. 0.00% Reduce -29.0% 485 $4K
Castleview Partners, LLC 0.00% Add +9.0% 486 $4K
Laurel Wealth Advisors LLC 0.00% Reduce -11.8% 486 $4K
Addison Advisors LLC 0.00% Reduce -36.0% 484 $4K
Ramirez Asset Management, Inc. 0.00% No change 483 $4K
Oliver Lagore Vanvalin Investment Group 0.00% Reduce -32.5% 481 $4K
HighMark Wealth Management LLC 0.00% Add +70.4% 472 $4K
SYSTM Wealth Solutions LLC 0.00% Reduce -95.6% 460 $4K
Horizon Bancorp Inc. 0.00% Reduce -56.1% 456 $4K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 476 $4K
Centerpoint Advisors, LLC 0.00% No change 424 $4K
Capital Analysts, LLC 0.00% Reduce -39.6% 476 $4K
Sugarloaf Wealth Management, LLC 0.00% Reduce -13.6% 458 $4K
West Paces Advisors Inc. 0.00% Reduce -7.2% 450 $4K
SRH Advisors, LLC 0.00% No change 444 $4K
SJS Investment Consulting Inc. 0.00% Reduce -8.5% 440 $4K
AllSquare Wealth Management LLC 0.00% No change 434 $4K
Mb, Levis & Associates, LLC 0.00% No change 426 $4K
HHM Wealth Advisors, LLC 0.00% No change 418 $4K
Grove Bank & Trust 0.00% No change 409 $4K
Bleichroeder LP 0.00% No change 399 $3K
Kozak & Associates, Inc. 0.00% Reduce -8.6% 423 $3K
Clear Investment Research, LLC 0.00% No change 398 $3K
LifeSteps Financial, Inc. 0.00% New 388 $3K
First Pacific Financial 0.00% Add +166.2% 386 $3K
Cassady Schiller Wealth Management, LLC 0.00% Reduce -45.0% 385 $3K
PSI Advisors, LLC 0.00% Reduce -17.5% 382 $3K
Abound Wealth Management 0.00% Reduce -29.1% 373 $3K
American Capital Advisory, LLC 0.00% Reduce -48.5% 205 $3K
Tanglewood Legacy Advisors, LLC 0.00% Reduce -35.9% 353 $3K
Arax Advisory Partners 0.00% Add +31.4% 347 $3K
Dynamic Wealth Strategies, LLC 0.00% No change 330 $3K
West Branch Capital LLC 0.00% No change 338 $3K
Avalon Trust Co 0.00% Reduce -16.1% 334 $3K
Nemes Rush Group LLC 0.00% No change 331 $3K
Semmax Financial Advisors Inc. 0.00% No change 342 $3K
Dunhill Financial, LLC 0.00% Add +74.0% 315 $3K
Luken Investment Analytics, LLC 0.00% Add +13.4% 313 $3K
Cherry Tree Wealth Management, LLC 0.00% No change 301 $3K
Chesapeake Asset Management LLC 0.00% Reduce -43.9% 299 $3K
Motco 0.00% Reduce -1.6% 299 $3K
Dixon Mitchell Investment Counsel Inc. 0.00% New 289 $3K
Wolff Wiese Magana LLC 0.00% No change 279 $2K
Advantage Trust Co 0.00% No change 279 $2K
Webster Bank, N. A. 0.00% Reduce -76.7% 276 $2K
Quarry LP 0.00% New 276 $2K
Vima LLC 0.00% Add +11.2% 159 $2K
Park Place Capital Corp 0.00% Reduce -48.2% 258 $2K
Rogco, LP 0.00% Add +53.9% 254 $2K
Miller Wealth Advisors, LLC 0.00% No change 247 $2K
United Community Bank 0.00% No change 240 $2K
Institutional & Family Asset Management, LLC 0.00% Reduce -76.2% 232 $2K
Family CFO Inc 0.00% No change 231 $2K
VitalStone Financial, LLC 0.00% No change 246 $2K
Keener Financial Planning LLC 0.00% Reduce -47.7% 168 $2K
FNY Investment Advisers, LLC 0.00% No change 240 $2K
EMC Capital Management 0.00% No change 225 $2K
Newton One Investments LLC 0.00% No change 229 $2K
Avion Wealth 0.00% Reduce -57.5% 150 $2K
Global Trust Asset Management, LLC 0.00% No change 224 $2K
Maryland Capital Advisors Inc. 0.00% Reduce -52.4% 219 $2K
Arrow Financial Corp 0.00% Reduce -43.2% 217 $2K
Annapolis Financial Services, LLC 0.00% Reduce -3.1% 216 $2K
Bank of New Hampshire 0.00% Reduce -28.6% 210 $2K
IFS Advisors, LLC 0.00% No change 205 $2K
Atlas Capital Advisors Inc. 0.00% No change 194 $2K
ORG Partners LLC 0.00% Reduce -91.3% 189 $2K
Atlantic Edge Private Wealth Management, LLC 0.00% New 189 $2K
Financial Synergies Wealth Advisors, Inc. 0.00% No change 185 $2K
Knights of Columbus Asset Advisors LLC 0.00% New 180 $2K
Janiczek Wealth Management, LLC 0.00% Reduce -58.9% 177 $2K
CarsonAllaria Wealth Management, Ltd. 0.00% Reduce -2.8% 175 $2K
Credential Qtrade Securities Inc. 0.00% No change 175 $2K
Raffa Wealth Management, LLC 0.00% No change 169 $1K
Legend Financial Advisors, Inc. 0.00% No change 159 $1K
Ransom Advisory, Ltd 0.00% — 156 $1K
Financial Freedom, LLC 0.00% No change 154 $1K
Investment Research & Advisory Group, Inc. 0.00% No change 154 $1K
Bruce G. Allen Investments, LLC 0.00% Reduce -8.4% 153 $1K
Pinnacle Financial Partners Inc 0.00% No change 151 $1K
DHJJ Financial Advisors, Ltd. 0.00% Reduce -1.3% 147 $1K
Birchbrook, Inc. 0.00% No change 142 $1K
Providence Capital Advisors, LLC 0.00% No change 142 $1K
Montag A & Associates Inc. 0.00% Reduce -88.0% 137 $1K
Tucker Asset Management LLC 0.00% Reduce -71.8% 137 $1K
Mascoma Wealth Management LLC 0.00% Reduce -46.9% 128 $1K
Richard W. Paul & Associates, LLC 0.00% No change 127 $1K
Nvwm, LLC 0.00% No change 127 $1K
Trifecta Capital Advisors, LLC 0.00% New 127 $1K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 125 $1K
Caitlin John, LLC 0.00% Add +6.9% 124 $1K
Criterion Capital Advisors, LLC 0.00% Reduce -38.6% 121 $1K
MeadowBrook Investment Advisors LLC 0.00% Reduce -54.7% 120 $1K
Your Advocates Ltd., LLP 0.00% New 120 $1K
Tradewinds Capital Management, LLC 0.00% No change 115 $1K
McClarren Financial Advisors, Inc. 0.00% Reduce -97.8% 1 $1K
Evolution Advisers, Inc. 0.00% Reduce -37.8% 79 $1K
West Oak Capital, LLC 0.00% No change 72 $1K
Roble, Belko & Company, Inc 0.00% No change 170 $1K
Transamerica Financial Advisors, LLC 0.00% No change 1 $1K
PrairieView Partners, LLC 0.00% No change 12 $1K
JTC Employer Solutions Trustee Ltd 0.00% No change 169 $1K
Penserra Capital Management LLC 0.00% Reduce -98.1% 198 $1K
Cedar Mountain Advisors, LLC 0.00% Add +25.6% 108 $943
Vermillion & White Wealth Management Group, LLC 0.00% Reduce -18.8% 104 $908
Mark Sheptoff Financial Planning, LLC 0.00% No change 100 $873
1832 Asset Management L.P. 0.00% New 100 $873
Cetera Trust Company, N.A 0.00% No change 99 $864
MidAtlantic Capital Management, Inc. 0.00% No change 96 $838
Abich Financial Wealth Management LLC 0.00% Add +464.7% 96 $838
Horizons Wealth Management 0.00% No change 71 $808
Morton Brown Family Wealth, LLC 0.00% Reduce -79.5% 90 $786
Emfo, LLC 0.00% No change 85 $743
Operose Advisors LLC 0.00% New 80 $698
Richardson Capital Management LLC 0.00% New 74 $646
Contravisory Investment Management, Inc. 0.00% No change 74 $646
Tidemark, LLC 0.00% Reduce -7.6% 73 $637
Solstein Capital, LLC 0.00% No change 72 $629
Iron Horse Wealth Management, LLC 0.00% Reduce -1.4% 72 $629
Glass Jacobson Investment Advisors llc 0.00% Reduce -73.5% 72 $629
CBIZ Investment Advisory Services, LLC 0.00% New 72 $629
Riggs Asset Managment Co. Inc. 0.00% No change 71 $620
Chilton Capital Management LLC 0.00% Reduce -54.2% 71 $620
Granite FO LLC 0.00% No change 75 $598
Accent Capital Management, LLC 0.00% No change 68 $594
Kiely Wealth Advisory Group, Inc. 0.00% Reduce -90.2% 72 $591
Winch Advisory Services, LLC 0.00% No change 67 $585
Grayhawk Investment Strategies Inc. 0.00% No change 66 $576
America First Investment Advisors, LLC 0.00% No change 61 $533
Ruedi Wealth Management, Inc. 0.00% No change 59 $515
True Wealth Design, LLC 0.00% Add +45.0% 58 $507
Core Wealth Advisors, Inc. 0.00% No change 54 $472
Elevation Wealth Partners, LLC 0.00% Reduce -55.6% 44 $385
Robbins Farley 0.00% No change 42 $367
NewSquare Capital LLC 0.00% Reduce -74.8% 40 $349
Mine & Arao Wealth Creation & Management, LLC. 0.00% No change 39 $341
Activest Wealth Management 0.00% No change 39 $340
Disciplined Equity Management, Inc. 0.00% No change 37 $324
Hoertkorn Richard Charles 0.00% No change 37 $323
TruNorth Capital Management, LLC 0.00% — 37 $323
Creekmur Asset Management LLC 0.00% Reduce -61.9% 37 $323
Boit C F David 0.00% Reduce -55.3% 42 $320
Macroview Investment Management LLC 0.00% No change 34 $297
Mma Asset Management LLC 0.00% New 28 $244
WestEnd Advisors, LLC 0.00% Add +4.0% 26 $227
Sanctuary Wealth Management, L.L.C. 0.00% No change 24 $210
Fairman Group, LLC 0.00% Add +33.3% 24 $210
PFG Private Wealth Management, LLC 0.00% No change 24 $210
Stone House Investment Management, LLC 0.00% No change 24 $210
WealthCollab, LLC 0.00% New 22 $193
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 21 $184
Pineridge Advisors LLC 0.00% No change 21 $183
Legacy Bridge, LLC 0.00% No change 20 $175
Bear Mountain Capital, Inc. 0.00% Reduce -12.5% 21 $173
Atticus Wealth Management, LLC 0.00% No change 12 $105
Eagle Bay Advisors LLC 0.00% No change 11 $96
Valued Wealth Advisors LLC 0.00% Reduce -85.9% 10 $88
Evermay Wealth Management LLC 0.00% Reduce -81.6% 7 $62
Kathleen S. Wright Associates Inc. 0.00% New 6 $52
Dogwood Wealth Management LLC 0.00% Add +0.0% 4 $37
DT Investment Partners, LLC 0.00% No change 4 $35
Tower View Wealth Management LLC 0.00% No change 3 $27
Highline Wealth Partners LLC 0.00% No change 3 $26
Delos Wealth Advisors, LLC 0.00% No change 2 $18
Spectrum Wealth Counsel, LLC 0.00% No change 2 $18
Wiser Advisor Group LLC 0.00% No change 2 $17
Game Plan Financial Advisors, LLC 0.00% No change 1 $9
First PREMIER Bank 0.00% No change 17 $0
RE Dickinson Investment Advisors, LLC 0.00% No change 2 $0

"% of holder's portfolio" is WBD's weight in each manager's 13F, not the share of Warner Bros Discovery Inc. the manager owns.