Warner Bros DiscoveryWBD

13F holders, Q4 2025 (December 31)
1,318holders +163
236new positions
129sold out
14famous investors
$28.80avg. 13F price*

At the end of Q4 2025, 1,318 institutions reported holding Warner Bros Discovery Inc. (WBD) in their 13F filings, up 163 from Q3 2025. 236 opened new positions and 129 sold out. The largest holders were Vanguard Group Inc. ($8.2B), BlackRock, Inc. ($5.6B) and State Street Corp. ($3.8B). 14 famous investors held it, including Bill Nygren (2.9% of Harris Associates (Oakmark Funds)'s portfolio), David Einhorn (1.6% of Greenlight Capital (DME Capital Management)'s portfolio) and Mario Gabelli (0.8% of GAMCO Investors'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions236$1.7B
Exits129$2.2B

All 13F filers, Q3 2025 → Q4 2025: 320,163,688 shares bought and 268,924,348 shares sold, net +51,239,340 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,318 holders

Vanguard Group Inc. 0.12% Add +0.7% 283,180,433 $8.2B
BlackRock, Inc. 0.10% Add +5.0% 193,830,450 $5.6B
State Street Corp. 0.13% Reduce -17.2% 131,066,834 $3.8B
Invesco Ltd. 0.22% Add +127.9% 81,395,894 $2.3B
Harris Associates (Oakmark Funds) 2.88% Reduce -17.8% 78,854,809 $2.3B
Geode Capital Management, LLC 0.12% Add +1.6% 66,597,575 $1.9B
Goldman Sachs Group Inc. 0.21% Add +231.8% 51,340,535 $1.5B
Pentwater Capital Management LP 9.61% Add +70.3% 46,075,000 $1.3B
Sessa Capital IM, L.P. 26.10% Reduce -10.0% 45,565,629 $1.3B
Norges Bank 0.12% — 38,994,003 $1.1B
UBS Group AG 0.19% Add +36.1% 33,339,744 $960.9M
FMR LLC 0.04% Reduce -27.4% 29,905,550 $861.9M
Morgan Stanley 0.05% Add +4.8% 27,462,742 $791.5M
Millennium Management 0.55% Add +418.9% 25,610,999 $738.1M
Northern Trust Corp. 0.08% Reduce -3.0% 22,797,285 $657.0M
Charles Schwab Investment Management Inc. 0.09% Add +1.9% 19,452,808 $560.6M
Dimensional Fund Advisors LP 0.11% Reduce -4.1% 18,041,885 $520.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Reduce -13.5% 15,052,196 $433.8M
Legal & General Group Plc 0.10% Add +5.3% 15,045,260 $433.6M
Barclays PLC 0.16% Add +24.7% 14,118,028 $406.9M
Bank of America Corp. 0.03% Reduce -10.9% 13,636,049 $393.0M
Bank of New York Mellon Corp 0.07% Add +0.0% 13,308,993 $383.6M
Amundi 0.12% Reduce -15.4% 13,136,271 $378.6M
Independent Franchise Partners LLP 2.33% Reduce -3.1% 12,697,174 $365.9M
Neuberger Berman Group LLC 0.27% Add +58.6% 12,452,042 $358.9M
Citadel Advisors 0.23% Add +84.3% 11,778,999 $339.5M
BNP Paribas Financial Markets 0.18% Add +28.8% 9,986,331 $287.8M
D. E. Shaw & Co. 0.23% Add +62.5% 9,956,406 $286.9M
JPMorgan Chase & Co. 0.02% Reduce -57.7% 9,793,210 $282.2M
Pacer Advisors, Inc. 0.72% Reduce -58.8% 9,388,632 $270.6M
Balyasny Asset Management L.P. 0.51% Add +301.7% 9,150,574 $263.7M
HBK Investments L P 3.03% Add +409.9% 8,924,170 $257.2M
Verition Fund Management LLC 1.39% Add +136.9% 8,490,775 $244.7M
Sachem Head Capital Management LP 5.40% Add +107.1% 7,995,000 $230.4M
Newport Trust Company, LLC 0.52% Reduce -7.7% 7,550,349 $217.6M
Allianz Asset Management GmbH 0.23% Reduce -26.7% 6,839,793 $197.1M
Deutsche Bank AG 0.06% Reduce -47.8% 6,747,977 $194.5M
Swiss National Bank 0.11% Reduce -4.9% 6,445,227 $185.8M
National Bank of Canada 0.19% Add +289.2% 6,371,037 $183.6M
HRT Financial LP 0.57% New 6,250,016 $180.1M
Qube Research & Technologies Ltd 0.25% New 6,144,938 $177.1M
Healthcare of Ontario Pension Plan Trust Fund 0.29% Add +509.5% 5,981,814 $172.4M
National Pension Service 0.12% Add +56.0% 5,833,563 $168.1M
Rhumbline Advisers 0.13% Reduce -2.3% 5,739,867 $165.4M
Nuveen, LLC 0.04% Reduce -22.2% 5,658,913 $163.1M
Marshall Wace, LLP 0.15% Add +2.4% 5,252,031 $151.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.10% Add +5.1% 5,299,328 $151.1M
Susquehanna International Group, LLP 0.21% Add +31.9% 5,222,762 $150.5M
Citigroup Inc. 0.10% Add +25.6% 5,089,660 $146.7M
Royal Bank of Canada 0.03% Add +46.2% 4,966,485 $143.1M
Sumitomo Mitsui Trust Group, Inc. 0.08% Reduce -3.3% 4,825,020 $139.1M
TIG Advisors, LLC 6.51% Add +452.6% 4,689,293 $135.1M
LMR Partners LLP 1.64% Add +871.3% 4,470,373 $128.8M
ProShare Advisors LLC 0.22% Add +39.0% 4,353,089 $125.5M
Bank of Nova Scotia 0.18% Add +1329.6% 4,259,926 $122.8M
HSBC Holdings PLC 0.07% Add +1.6% 4,241,122 $122.3M
California Public Employees Retirement System 0.07% Add +1.4% 4,018,540 $115.8M
Adage Capital Partners Gp, L.L.C. 0.17% Add +74.1% 3,923,383 $113.1M
SG Americas Securities, LLC 0.14% Add +2335.6% 3,781,261 $109.0M
Capstone Investment Advisors, LLC 1.10% New 3,750,000 $108.1M
California State Teachers Retirement System 0.11% Reduce -0.8% 3,687,728 $106.3M
Westchester Capital Management, LLC 4.96% Add +185.5% 3,649,601 $105.2M
Wellington Management Group LLP 0.02% New 3,637,740 $104.8M
T. Rowe Price Associates Inc. 0.01% Reduce -0.3% 3,622,628 $104.4M
Alliancebernstein L.P. 0.03% Add +18.1% 3,549,410 $102.3M
Thrivent Financial for Lutherans 0.18% Reduce -39.7% 3,535,391 $101.9M
KBC Group NV 0.23% Add +152.6% 3,463,358 $99.8M
Magnetar Financial LLC 0.97% New 3,183,153 $91.7M
XN LP 2.49% Reduce -45.1% 3,084,372 $88.9M
Hauser Brothers GmbH 62.53% Add +6.1% 3,052,000 $88.0M
Senator Investment Group LP 3.52% Reduce -20.5% 3,049,244 $87.9M
Tremblant Capital Group 2.14% Reduce -4.3% 2,904,702 $83.7M
Pine Valley Investments Ltd Liability Co 4.09% Reduce -22.0% 2,848,883 $82.1M
Man Group plc 0.16% Add +61.1% 2,797,337 $80.6M
Gabelli Funds LLC 0.55% Add +5.6% 2,781,125 $80.2M
GAMCO Investors 0.77% Reduce -6.7% 2,767,823 $79.8M
Nomura Holdings Inc. 0.23% Add +1013.4% 2,764,502 $79.7M
Principal Financial Group Inc. 0.04% Add +2.6% 2,748,072 $79.2M
Private Management Group Inc. 2.29% Reduce -31.3% 2,731,816 $78.7M
Melqart Asset Management (UK) Ltd 7.39% New 2,564,169 $73.9M
Public Sector Pension Investment Board 0.24% Add +810.0% 2,500,038 $72.1M
Laurion Capital Management LP 4.95% Add +1678.7% 2,427,610 $70.0M
First Trust Advisors LP 0.05% Reduce -27.5% 2,423,963 $69.9M
Bank of Montreal 0.03% Add +12.3% 2,319,008 $66.8M
Wells Fargo & Company 0.01% Add +24.4% 2,279,599 $65.7M
Victory Capital Management Inc. 0.04% Add +0.7% 2,268,790 $65.4M
Retirement Systems of Alabama 0.21% Reduce -20.9% 2,259,890 $65.1M
Governors Lane LP 6.04% Add +114.5% 2,256,926 $65.0M
CANADA LIFE ASSURANCE Co 0.11% Reduce -26.1% 2,228,176 $64.3M
Jane Street Group, LLC 0.08% Add +9200.0% 2,197,589 $63.3M
Toronto Dominion Bank 0.11% Add +60.4% 2,150,184 $62.0M
State Board of Administration of Florida Retirement System 0.11% Reduce -5.3% 2,075,263 $59.8M
Point72 Asset Management 0.10% Add +80.7% 2,033,298 $58.6M
Empyrean Capital Partners, LP 2.15% New 2,000,000 $57.6M
Aviva PLC 0.10% Add +5.6% 1,968,488 $56.7M
ING Groep NV 0.33% Add +545.3% 1,878,173 $54.1M
Beck Mack & Oliver LLC 0.98% Reduce -8.0% 1,870,720 $53.9M
New York State Teachers Retirement System 0.10% Add +2.0% 1,810,882 $52.2M
Massachusetts Financial Services Co. 0.02% Reduce -26.4% 1,792,191 $51.7M
Yacktman Asset Management 0.72% Reduce -75.7% 1,782,860 $51.4M
Cibc World Markets Corp. 0.25% — 1,743,714 $50.3M
Aberdeen Group plc 0.08% Reduce -2.2% 1,742,937 $50.2M
AQR Arbitrage LLC 1.34% New 1,731,448 $49.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.07% Add +1.4% 1,706,721 $49.2M
Prudential Financial Inc. 0.06% Reduce -20.6% 1,685,080 $48.6M
Eubel Brady & Suttman Asset Management Inc. 5.82% Reduce -26.7% 1,669,261 $48.1M
Douglas Lane & Associates, LLC 0.65% Reduce -5.1% 1,646,515 $47.5M
Russell Investments Group, Ltd. 0.05% Add +7.0% 1,609,313 $46.4M
Capula Management Ltd 0.30% New 1,597,068 $46.0M
PSquared Asset Management AG 20.76% New 1,540,876 $44.4M
Swedbank AB 0.04% Add +44.1% 1,535,742 $44.3M
Group One Trading LLC 1.31% Add +18.8% 1,534,831 $44.2M
Greenlight Capital (DME Capital Management) 1.55% New 1,533,080 $44.2M
CRCM LP 14.61% New 1,500,000 $43.2M
Manufacturers Life Insurance Company, The 0.03% Reduce -1.9% 1,433,281 $41.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.07% Reduce -7.0% 1,423,992 $40.8M
NEOS Investment Management LLC 0.23% Add +23.2% 1,389,366 $40.0M
State of Wisconsin Investment Board 0.09% Reduce -34.9% 1,358,934 $39.2M
Fort Baker Capital Management LP 5.26% New 1,326,995 $38.2M
Woodline Partners LP 0.15% Reduce -36.7% 1,324,973 $38.2M
Weiss Asset Management LP 0.67% Add +3847.8% 1,296,257 $37.4M
PFA Pension, Forsikringsaktieselskab 0.10% — 1,270,160 $36.8M
Korea Investment CORP 0.07% Reduce -0.5% 1,274,901 $36.7M
Canada Pension Plan Investment Board 0.02% Reduce -71.5% 1,269,693 $36.6M
Assenagon Asset Management S.A. 0.05% Reduce -42.3% 1,260,420 $36.3M
Chevy Chase Trust Holdings, LLC 0.10% Reduce -0.9% 1,257,918 $36.3M
New York State Common Retirement Fund 0.05% Reduce -1.2% 1,220,739 $35.2M
Treasurer of the State of North Carolina 0.11% Add +16.3% 1,217,895 $35.1M
Pictet Asset Management Holding SA 0.03% Add +16.4% 1,212,473 $34.9M
Mirae Asset Global Investments Co., Ltd. 0.09% Add +21.3% 1,181,421 $34.0M
LPL Financial LLC 0.01% Add +30.1% 1,168,346 $33.7M
Danske Bank A/S 0.08% Add +6.8% 1,156,023 $33.3M
Water Island Capital LLC 4.32% New 1,139,634 $32.8M
Thompson Investment Management, Inc. 4.13% Reduce -9.9% 1,139,146 $32.8M
Twin Securities, Inc. 12.31% Add +773.0% 1,114,989 $32.1M
Quantinno Capital Management LP 0.06% Add +42.7% 1,083,478 $31.2M
Gryphon Financial Partners LLC 3.31% Reduce -0.1% 1,074,845 $31.0M
Storebrand Asset Management As 0.08% Add +230.6% 1,041,226 $30.0M
CIBC Asset Management Inc 0.07% Add +40.9% 1,035,360 $29.8M
Sand Grove Capital Management LLP 9.94% New 1,017,144 $29.3M
Asset Management One Co., Ltd. 0.08% Add +1.9% 1,012,911 $29.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +96.9% 1,010,950 $29.1M
Handelsbanken Fonder AB 0.09% Add +130.8% 1,008,638 $29.1M
Sona Asset Management (us) LLC 1.83% New 1,000,000 $28.8M
Sound Shore Management Inc 0.91% Reduce -77.2% 990,615 $28.5M
Harbor Island Capital LLC 10.84% No change 981,390 $28.3M
KLP Kapitalforvaltning As 0.11% Add +15.6% 979,927 $28.2M
TD Asset Management Inc 0.02% Add +1.8% 977,018 $28.2M
Nomura Asset Management Co. Ltd. 0.07% Add +1.6% 971,773 $28.0M
Summit Street Capital Management, LLC 4.40% Reduce -15.1% 971,377 $28.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.20% Reduce -2.7% 971,021 $28.0M
Natixis Advisors, LLC 0.04% Add +51.8% 970,936 $28.0M
Mitsubishi UFJ Trust & Banking Corp 0.07% Reduce -1.1% 949,037 $27.4M
Mn Services Vermogensbeheer B.V. 0.16% Add +4.3% 916,705 $26.4M
Slotnik Capital, LLC 6.83% Add +440.6% 865,000 $24.9M
Scoggin Management LP 9.34% New 850,000 $24.5M
State of Tennessee, Department of Treasury 0.08% Reduce -0.1% 864,944 $23.8M
Pinnacle Associates Ltd. 0.30% Reduce -14.5% 810,646 $23.4M
State of New Jersey Common Pension Fund D 0.08% Reduce -3.7% 810,518 $23.4M
Raymond James Financial Inc. 0.01% Reduce -4.0% 784,433 $22.6M
Samson Rock Capital LLP 36.44% New 775,000 $22.3M
Sei Investments Co. 0.02% Reduce -19.7% 773,839 $22.3M
Terril Brothers, Inc. 5.73% Reduce -46.2% 757,008 $21.8M
Illinois Municipal Retirement Fund 0.27% Add +4.8% 750,178 $21.6M
Ameriprise Financial Inc. 0.00% Reduce -18.6% 737,258 $21.3M
American Century Companies Inc. 0.01% Add +2.6% 729,626 $21.0M
Boussard & Gavaudan Investment Management LLP 3.18% New 726,325 $21.0M
STRS Ohio 0.08% Reduce -33.9% 726,192 $20.9M
Centiva Capital, LP 1.25% New 712,000 $20.5M
Simplex Trading, LLC 0.57% Add +51.9% 707,385 $20.4M
Wealthfront Advisers LLC 0.05% Add +5.3% 705,951 $20.3M
Franklin Resources Inc. 0.01% Add +277.8% 705,231 $20.3M
Envestnet Asset Management Inc. 0.01% Reduce -27.0% 701,422 $20.2M
Public Employees Retirement System of Ohio 0.06% Reduce -12.0% 701,048 $20.2M
Resona Asset Management Co.,Ltd. 0.10% Reduce -4.6% 700,546 $20.2M
Fisher Funds Management LTD 0.52% No change 694,932 $20.0M
Engineers Gate Manager LP 0.24% New 694,656 $20.0M
Daiwa Securities Group Inc. 0.07% Reduce -4.0% 693,877 $20.0M
Osaic Holdings, Inc. 0.03% Reduce -2.9% 671,212 $19.3M
Rafferty Asset Management, LLC 0.07% Reduce -23.3% 670,651 $19.3M
Natixis 0.08% Add +32.9% 670,188 $19.3M
Nissay Asset Management Corp. /Japan 0.10% Add +5.3% 656,678 $18.9M
Czech National Bank 0.12% Add +3.9% 653,404 $18.8M
Oddo BHF Asset Management Sas 0.71% New 650,000 $18.7M
State of Michigan Retirement System 0.09% Reduce -12.8% 648,741 $18.7M
KRYGER CAPITAL Ltd 1.44% New 645,906 $18.6M
Arizona State Retirement System 0.10% Reduce -7.9% 645,236 $18.6M
One Fin Capital Management LP 6.85% No change 625,000 $18.0M
Picton Mahoney Asset Management 0.20% New 625,000 $18.0M
Caxton Associates LLP 0.36% Add +206.3% 623,307 $18.0M
Guggenheim Capital LLC 0.13% Reduce -25.5% 618,274 $17.8M
PNC Financial Services Group, Inc. 0.01% Add +21.7% 608,849 $17.5M
Harvest Management LLC 6.41% Add +362.2% 600,839 $17.3M
MetLife Investment Management, LLC 0.08% Reduce -3.3% 591,592 $17.0M
Connor, Clark & Lunn Investment Management Ltd. 0.04% New 580,281 $16.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +8.8% 577,099 $16.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% Reduce -3.0% 576,391 $16.6M
Sienna Gestion 1.00% No change 576,238 $16.6M
Alpine Associates Management Inc. 1.11% New 570,000 $16.4M
BI Asset Management Fondsmaeglerselskab A/S 0.14% Reduce -46.6% 565,740 $16.3M
Vontobel Holding Ltd. 0.05% Reduce -7.8% 554,840 $16.0M
Assetmark, Inc. 0.03% Add +24.3% 552,967 $15.9M
Polar Asset Management Partners Inc. 0.41% Reduce -18.0% 547,400 $15.8M
GMO 0.04% New 547,067 $15.8M
Squarepoint Ops LLC 0.03% Add +724.2% 544,275 $15.7M
Wittenberg Investment Management, Inc. 6.01% No change 540,434 $15.6M
ExodusPoint Capital Management, LP 0.17% Add +5.3% 537,036 $15.5M
GF Fund Management Co. LTD. 0.26% Add +6.1% 522,688 $15.1M
Creative Planning 0.01% Reduce -32.4% 521,139 $15.0M
Clarkston Capital Partners, LLC 0.34% Reduce -81.8% 514,700 $14.8M
Fisher Asset Management 0.01% Reduce -6.4% 512,228 $14.8M
Marathon Trading Investment Management LLC 1.75% Add +22.9% 506,839 $14.6M
Credit Capital Investments LLC 13.70% No change 504,713 $14.5M
North Growth Management Ltd. 2.27% Add +0.8% 503,000 $14.5M
WINTON GROUP Ltd 0.50% New 499,217 $14.4M
Skandinaviska Enskilda Banken AB (publ) 0.06% Add +12.4% 498,254 $14.4M
Nan Fung Trinity (hk) Ltd. 1.14% New 497,266 $14.3M
Forsta Ap-Fonden 0.08% Reduce -0.6% 494,369 $14.2M
M&G PLC 0.08% Add +6.9% 483,076 $14.0M
O'shaughnessy Asset Management, LLC 0.08% Add +41.8% 486,029 $14.0M
Voya Investment Management LLC 0.02% Reduce -84.3% 485,538 $14.0M
Poehling Capital Management, INC. 2.85% Reduce -46.6% 483,848 $13.9M
SOL Capital Management CO 1.21% Reduce -2.9% 467,056 $13.5M
AQR Capital Management 0.01% Reduce -9.4% 465,842 $13.4M
DNB Asset Management AS 0.05% Reduce -63.7% 463,717 $13.4M
IFM Investors Pty Ltd 0.11% Add +1.3% 463,656 $13.4M
Amalgamated Bank 0.10% Reduce -1.3% 456,798 $13.2M
Rakuten Investment Management, Inc. 0.04% Add +1137.4% 454,892 $13.1M
Prospera Financial Services Inc 0.21% Add +59.9% 451,631 $13.0M
Royal London Asset Management Ltd. 0.03% Reduce -40.9% 439,274 $12.7M
Varma Mutual Pension Insurance Co 0.07% New 429,300 $12.4M
GABELLI & Co INVESTMENT ADVISERS, INC. 1.82% Add +634.4% 417,850 $12.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Add +23.6% 417,388 $12.0M
BW Gestao de Investimentos Ltda. 0.42% New 415,928 $12.0M
Bridgewater Associates 0.04% New 411,484 $11.9M
Whitebox Advisors LLC 0.72% Add +569.6% 400,001 $11.5M
Mackenzie Financial Corp. 0.01% Add +34.4% 398,999 $11.5M
Harvest Fund Management Co., Ltd 0.43% Add +41.0% 636,402 $11.5M
Diversified Investment Strategies, LLC 7.45% Reduce -5.1% 394,185 $11.4M
Schonfeld Strategic Advisors LLC 0.06% Reduce -38.9% 394,140 $11.4M
Alberta Investment Management Corp 0.08% New 393,675 $11.3M
Robeco Institutional Asset Management B.V. 0.02% Reduce -24.3% 390,853 $11.3M
Utah Retirement Systems 0.11% Add +0.1% 384,807 $11.1M
Hudson Edge Investment Partners Inc. 1.63% Add +7.8% 382,368 $11.0M
MML Investors Services, LLC 0.03% Add +48.1% 372,054 $10.7M
Exchange Traded Concepts, LLC 0.09% Add +1.9% 371,582 $10.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.09% Add +2.7% 369,600 $10.7M
Ardmore Road Asset Management LP 0.81% New 368,587 $10.6M
Commonwealth Equity Services, LLC 0.01% Reduce -9.2% 366,977 $10.6M
Cetera Investment Advisers 0.01% Reduce -6.2% 366,363 $10.6M
Nisa Investment Advisors, LLC 0.03% Add +21.1% 364,895 $10.5M
Tokio Marine Asset Management Co. Ltd. 0.36% Add +304.5% 363,983 $10.5M
PensionDanmark Pensionsforsikringsaktieselskab 0.10% — 363,770 $10.5M
P Schoenfeld Asset Management LP 5.13% Add +117.1% 362,503 $10.4M
Comerica Bank 0.04% Reduce -2.4% 360,213 $10.4M
New York Life Investment Management LLC 0.09% Add +0.2% 359,438 $10.4M
Police & Firemen's Retirement System of New Jersey 0.09% Reduce -4.5% 357,542 $10.3M
Xponance LLC 0.08% Add +6.3% 356,368 $10.3M
Prelude Capital Management, LLC 0.76% Add +167.8% 356,157 $10.3M
Timber Creek Capital Management LLC 2.37% Reduce -6.2% 354,015 $10.2M
Jump Financial, LLC 0.14% Reduce -67.7% 348,384 $10.0M
Patton Fund Management, Inc. 1.34% Add +41.0% 346,057 $10.0M
Mariner, LLC 0.01% Reduce -30.5% 340,490 $9.8M
USS Investment Management Ltd 0.05% No change 339,566 $9.8M
Versor Investments LP 1.49% New 332,757 $9.6M
Glazer Capital, LLC 0.28% New 332,507 $9.6M
Triad Investment Management 9.50% — 325,574 $9.4M
Corient Private Wealth LP 0.01% Add +28.6% 323,826 $9.3M
Macquarie Group Ltd. 0.04% Add +8.8% 317,063 $9.1M
Readystate Asset Management LP 0.70% New 316,338 $9.1M
iA Global Asset Management Inc. 0.11% Add +7.5% 308,052 $8.9M
Norinchukin Bank, The 0.10% Add +8.5% 307,311 $8.9M
Vanguard Personalized Indexing Management, LLC 0.08% Add +27.1% 302,136 $8.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Add +1.1% 299,145 $8.6M
Shelton Capital Management 0.17% Add +2.3% 298,930 $8.6M
Yousif Capital Management, LLC 0.09% Reduce -7.5% 304,103 $8.6M
Louisiana State Employees Retirement System 0.14% Reduce -5.8% 292,400 $8.4M
Federation des caisses Desjardins du Quebec 0.03% Add +7.4% 291,339 $8.4M
Trek Financial, LLC 0.48% New 288,408 $8.3M
Oppenheimer & Co. Inc. 0.12% Reduce -3.3% 287,757 $8.3M
Ethic Inc. 0.13% Add +20.3% 287,464 $8.3M
Janus Henderson Group PLC 0.00% Reduce -4.0% 285,682 $8.2M
Sendero Wealth Management, LLC 0.91% Reduce -37.5% 285,713 $8.2M
Oregon Public Employees Retirement Fund 0.10% Add +0.3% 283,787 $8.2M
VestGen Advisors, LLC 0.35% Add +194.1% 283,293 $8.2M
HB Wealth Management, LLC 0.05% Add +2.9% 283,068 $8.2M
Andra AP-fonden 0.10% New 279,800 $8.1M
XTX Topco Ltd 0.21% Add +239.8% 276,794 $8.0M
Quantbot Technologies LP 0.27% New 276,530 $8.0M
Parkside Investments, LLC 0.97% Reduce -14.3% 268,504 $7.7M
SummitTX Capital, L.P. 0.23% Add +123.3% 266,601 $7.7M
Mutual of America Capital Management LLC 0.08% Reduce -0.8% 266,030 $7.7M
Profund Advisors LLC 0.23% Reduce -7.7% 264,779 $7.6M
OP Asset Management Ltd 0.09% Add +0.6% 261,743 $7.5M
Cibc World Market Inc. 0.01% Add +884.1% 261,568 $7.5M
Quintet Private Bank (Europe) S.A. 0.44% Reduce -5.6% 261,317 $7.5M
NINE MASTS CAPITAL Ltd 1.63% New 251,849 $7.3M
First National Bank of Omaha 0.21% New 250,579 $7.3M
Element Capital Management LLC 3.73% New 250,000 $7.2M
Achmea Investment Management B.V. 0.18% New 248,593 $7.2M
QRG Capital Management, Inc. 0.08% Add +864.7% 248,322 $7.2M
State of Alaska, Department of Revenue 0.08% Reduce -6.6% 247,649 $7.1M
Vestcor Inc 0.20% Add +423.2% 247,260 $7.1M
ASR Vermogensbeheer N.V. 0.08% Add +1.5% 245,324 $7.1M
HighTower Advisors, LLC 0.01% Reduce -14.0% 242,969 $7.0M
Decker Retirement Planning Inc. 3.45% New 241,107 $6.9M
Voleon Capital Management LP 0.15% Add +372.5% 237,004 $6.8M
Alpine Global Management, LLC 1.61% New 235,000 $6.8M
Swiss Life Asset Management Ltd 0.03% Reduce -2.4% 233,972 $6.7M
PEAK6 LLC 0.18% Add +111.1% 233,803 $6.7M
Angelo Gordon & Co., L.P. 0.78% New 230,000 $6.6M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -5.8% 227,362 $6.6M
Public Employees Retirement Association of Colorado 0.02% No change 226,574 $6.5M
Capitolis Liquid Global Markets LLC 0.04% New 226,275 $6.5M
Mediatel Partners 21.92% No change 226,265 $6.5M
MacKay Shields LLC 2.04% Reduce -43.4% 226,250 $6.5M
Becker Capital Management Inc. 0.19% Reduce -11.1% 225,789 $6.5M
Lone Peak Global Investors LLC 1.10% Reduce -78.0% 225,305 $6.5M
Debussy Capital Management LP 0.88% Reduce -7.0% 224,171 $6.5M
Nordea Investment Management AB 0.01% Add +3.6% 223,191 $6.4M
Pathstone Holdings, LLC 0.02% Add +8.6% 219,939 $6.3M
Prosperitas Financial LLC 2.44% Reduce -31.4% 217,103 $6.3M
Stifel Financial Corp. 0.01% Add +16.5% 216,468 $6.2M
Rangeley Capital, LLC 5.44% New 216,000 $6.2M
DoubleLine ETF Adviser LP 1.86% Reduce -16.6% 214,723 $6.2M
Hillman Capital Management, Inc. 3.89% Reduce -35.1% 214,600 $6.2M
Investment Management Corp of Ontario 0.08% Add +95.8% 214,569 $6.2M
Sanctuary Advisors, LLC 0.03% Add +244.7% 211,115 $6.1M
Credit Industriel Et Commercial 1.39% Add +200.0% 210,000 $6.1M
Gotham Asset Management 0.02% Add +144.3% 209,496 $6.0M
Beacon Pointe Advisors, LLC 0.04% Add +3.1% 209,272 $6.0M
Jain Global LLC 0.06% Reduce -92.2% 199,095 $5.7M
UniSuper Management Pty Ltd 0.03% Reduce -25.8% 196,104 $5.7M
RFG Advisory, LLC 0.10% Reduce -30.1% 193,422 $5.6M
Carmignac Gestion 0.07% New 185,955 $5.4M
DekaBank Deutsche Girozentrale 0.01% No change 614,390 $5.3M
HighPoint Advisor Group LLC 0.12% Add +218.3% 183,853 $5.3M
Absolute Gestao de Investimentos Ltda. 0.54% New 180,000 $5.2M
Allstate Corp. 0.07% Add +107.3% 176,870 $5.1M
Keybank National Association 0.02% Add +49.1% 176,651 $5.1M
Prudential PLC 0.04% Add +121.7% 176,284 $5.1M
US Bancorp \de 0.01% Reduce -0.1% 175,206 $5.0M
Teachers Retirement System of the State of Kentucky 0.04% No change 174,752 $5.0M
Pinkerton Wealth, LLC 0.51% Add +1060.1% 174,293 $5.0M
Cerity Partners LLC 0.01% Reduce -17.7% 173,001 $5.0M
Erste Asset Management GmbH 0.04% Reduce -39.2% 172,946 $5.0M
Headlands Technologies LLC 0.41% New 171,875 $5.0M
Candriam S.C.A. 0.02% Add +5.2% 170,821 $4.9M
Ally Financial Inc. 0.59% No change 168,132 $4.8M
Allworth Financial LP 0.02% Reduce -1.8% 167,125 $4.8M
Capricorn Fund Managers Ltd 1.14% New 163,668 $4.7M
Sagefield Capital LP 0.40% New 162,509 $4.7M
Advisory Services Network, LLC 0.07% Add +262.1% 161,844 $4.7M
Mark Asset Management LP 0.52% New 161,599 $4.7M
Tower Research Capital LLC (TRC) 0.11% Add +83.0% 160,948 $4.6M
Edgestream Partners, L.P. 0.13% Reduce -26.4% 160,170 $4.6M
Schroder Investment Management Group 0.00% Reduce -26.5% 154,241 $4.4M
Avanza Fonder AB 0.11% Reduce -2.5% 154,045 $4.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +5.4% 153,836 $4.4M
Mizuho Securities USA LLC 0.07% Add +0.1% 180,430 $4.3M
Soros Fund Management 0.08% New 150,000 $4.3M
Osmosis Investment Management UK Ltd 0.11% — 149,406 $4.3M
Tidal Investments LLC 0.02% Add +123.8% 148,892 $4.3M
Kentucky Retirement Systems 0.11% No change 146,230 $4.2M
Banco BTG Pactual S.A. 0.74% New 144,828 $4.2M
Concorde Financial Corp 3.23% Reduce -38.5% 153,154 $4.2M
Hartford Investment Management Co. 0.12% Reduce -1.2% 143,213 $4.1M
Walleye Capital LLC 0.03% Add +67.7% 142,431 $4.1M
Groupe la Francaise 0.06% Add +466566.7% 140,000 $4.0M
First Manhattan Co. Llc. 0.01% Reduce -0.3% 139,241 $4.0M
Sterling Capital Management LLC 0.07% Reduce -4.4% 138,336 $4.0M
Kintayl Capital LP 2.39% New 137,480 $4.0M
Canada Post Corp Registered Pension Plan 0.15% Add +23.7% 133,579 $3.8M
North Dakota State Investment Board 0.14% — 132,940 $3.8M
Concurrent Investment Advisors, LLC 0.04% Add +521.0% 132,833 $3.8M
West Michigan Advisors, LLC 0.86% New 129,742 $3.7M
South Dakota Investment Council 0.07% Reduce -27.0% 129,548 $3.7M
Diametric Capital, LP 0.98% Reduce -29.0% 126,629 $3.6M
Calamos Advisors LLC 0.02% New 125,354 $3.6M
Maven Securities LTD 0.46% New 125,000 $3.6M
Crossmark Global Holdings, Inc. 0.05% Reduce -31.5% 123,927 $3.6M
Optimize Financial Inc. 1.80% Add +1.5% 123,696 $3.6M
Lighthouse Investment Partners, LLC 0.12% New 120,411 $3.5M
M&T Bank Corp 0.01% Add +38.3% 120,062 $3.5M
Private Advisory Group LLC 0.27% New 119,305 $3.4M
Mercer Global Advisors Inc. 0.01% Add +36.2% 135,209 $3.4M
Legend Capital Advisors LLC 1.88% — 117,084 $3.4M
Maryland State Retirement & Pension System 0.07% No change 116,133 $3.3M
Mraz, Amerine & Associates, Inc. 0.49% Reduce -51.3% 115,555 $3.3M
Allspring Global Investments Holdings, LLC 0.01% Add +3.8% 116,326 $3.3M
Captrust Financial Advisors 0.01% Add +2.3% 114,190 $3.3M
New Mexico Educational Retirement Board 0.10% Add +12.1% 114,032 $3.3M
Jones Financial Companies LLLP 0.00% Add +2.1% 113,763 $3.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -59.3% 113,711 $3.3M
Summit Financial, LLC 0.05% Add +1.4% 112,858 $3.3M
Ameritas Investment Partners, Inc. 0.10% Add +6.3% 111,767 $3.2M
Three Seasons Wealth, LLC 0.30% New 109,473 $3.2M
Sender Co & Partners, Inc. 1.79% Reduce -13.3% 109,259 $3.1M
Credit Agricole S A 0.01% Reduce -82.8% 109,062 $3.1M
True Freedom Investing, LLC 0.21% Add +331.8% 106,865 $3.1M
AMG National Trust Bank 0.07% Reduce -3.1% 106,574 $3.1M
Summit Place Financial Advisors, LLC 1.46% Reduce -4.6% 104,660 $3.0M
E. Ohman J:or Asset Management AB 0.07% Add +12.7% 104,140 $3.0M
MUFG Securities EMEA plc 0.03% Add +114.4% 101,612 $2.9M
Baird Financial Group, Inc. 0.00% Reduce -8.4% 101,092 $2.9M
Metis Global Partners, LLC 0.07% Reduce -15.7% 98,665 $2.8M
Rockefeller Capital Management L.P. 0.01% Reduce -76.5% 97,274 $2.8M
Fifth Third Bancorp 0.01% Add +12.5% 97,090 $2.8M
Truist Financial Corp. 0.00% Reduce -14.4% 95,940 $2.8M
Clearstead Advisors, LLC 0.03% Add +4.8% 95,774 $2.8M
AG2R La Mondiale Gestion D'actifs 0.12% Reduce -3.7% 95,421 $2.8M
Thompson Siegel & Walmsley LLC 0.05% Reduce -74.8% 95,202 $2.7M
Kestra Advisory Services, LLC 0.01% Reduce -2.9% 94,921 $2.7M
Oribel Capital Management, LP 0.26% New 94,200 $2.7M
Lombard Odier Asset Management (Switzerland) SA 0.12% Reduce -9.7% 94,019 $2.7M
PFG Investments, LLC 0.13% Add +14.8% 92,796 $2.7M
CIBC Private Wealth Group LLC 0.00% Reduce -16.7% 92,543 $2.7M
Focus Partners Wealth 0.00% Add +12.5% 92,995 $2.6M
Summit Trail Advisors, LLC 0.05% Add +4.7% 90,580 $2.6M
Western Financial Corp 1.03% New 90,248 $2.6M
Aire Advisors, LLC 0.47% Reduce -8.6% 89,320 $2.6M
Ovata Capital Management Ltd 0.31% New 11,807 $2.6M
Greatmark Investment Partners, Inc. 0.30% Reduce -20.3% 87,882 $2.5M
Commerce Bank 0.01% Add +83.6% 87,009 $2.5M
Brown Advisory Inc. 0.00% Add +6.8% 85,753 $2.5M
OpenArc Corporate Advisory, LLC 0.04% — 85,362 $2.5M
Panagora Asset Management Inc. 0.01% Add +247.7% 85,085 $2.5M
United Capital Financial Advisors, LLC 0.01% Add +53.4% 84,840 $2.4M
Sequoia Financial Advisors, LLC 0.01% Add +46.5% 84,174 $2.4M
St. Louis Financial Planners Asset Management, LLC 1.48% New 83,388 $2.4M
OMERS ADMINISTRATION Corp 0.02% No change 82,743 $2.4M
Old National Bancorp 0.04% Reduce -27.8% 81,687 $2.4M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -9.7% 80,466 $2.3M
Moore Capital Management, LP 0.05% New 80,000 $2.3M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.3% 79,177 $2.3M
Sassicaia Capital Advisers LLC 4.95% Reduce -32.0% 78,350 $2.3M
Caisse Des Depots Et Consignations 0.05% Add +45.8% 77,887 $2.2M
Teacher Retirement System of Texas 0.01% Reduce -74.8% 77,677 $2.2M
Donoghue Forlines LLC 0.69% New 77,612 $2.2M
Sig Brokerage, LP 0.75% Reduce -10.5% 77,360 $2.2M
Neo Ivy Capital Management 0.35% Reduce -49.7% 77,123 $2.2M
Empirical Finance, LLC 0.10% Reduce -4.0% 76,159 $2.2M
Estate Counselors, LLC 0.18% New 75,852 $2.2M
Principal Securities, Inc. 0.03% Add +45.1% 75,684 $2.2M
Premier Path Wealth Partners, LLC 0.28% Reduce -14.7% 75,360 $2.2M
GAMMA Investing LLC 0.11% Add +19.0% 73,355 $2.1M
Founders Capital Management, LLC 0.31% Reduce -3.8% 72,052 $2.1M
Auxier Asset Management LLC 0.29% Reduce -3.5% 70,450 $2.0M
China Universal Asset Management Co., Ltd. 0.16% Add +7.3% 70,123 $2.0M
Caprock Group, LLC 0.04% Add +56.7% 69,741 $2.0M
Salem Investment Counselors Inc. 0.06% Reduce -0.6% 69,455 $2.0M
Bluefin Capital Management, LLC 0.56% New 68,337 $2.0M
V-Square Quantitative Management LLC 0.20% Reduce -19.6% 68,313 $2.0M
Orion Porfolio Solutions, LLC 0.01% Add +55.4% 67,977 $2.0M
Daiichi Life Insurance Co., Ltd. 0.05% No change 67,737 $2.0M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -21.5% 67,621 $1.9M
Securian Asset Management, Inc. 0.07% Reduce -43.6% 67,381 $1.9M
Mufg Securities Americas Inc. 0.12% Reduce -0.0% 66,757 $1.9M
Siemens Fonds Invest GmbH 0.10% Add +51.5% 66,236 $1.9M
Savant Capital, LLC 0.01% Add +4.7% 66,103 $1.9M
Beryl Capital Management LLC 0.19% New 65,927 $1.9M
Forum Financial Management, LP 0.02% Reduce -0.9% 65,650 $1.9M
J.W. Cole Advisors, Inc. 0.05% Reduce -3.5% 69,407 $1.9M
Leonteq Securities AG 0.10% Reduce -9.0% 65,621 $1.9M
Brooklyn Investment Group 0.09% Add +252.8% 65,449 $1.9M
Heritage Investors Management Corp. 0.05% Reduce -2.9% 65,155 $1.9M
West Tower Group, LLC 4.31% Reduce -36.2% 65,030 $1.9M
Catalyst Funds Management Pty Ltd 0.43% Reduce -59.5% 65,000 $1.9M
Westport Asset Management Inc. 0.78% Reduce -16.7% 79,822 $1.9M
Horizon Investments, LLC 0.02% Add +35.3% 63,714 $1.8M
Ensign Peak Advisors, Inc 0.00% Reduce -90.1% 63,312 $1.8M
Polianta Ltd 0.23% New 61,400 $1.8M
Kentucky Retirement Systems Insurance Trust Fund 0.11% No change 61,293 $1.8M
Wealthspire Advisors, LLC 0.01% Add +128.4% 61,111 $1.8M
NewEdge Advisors, LLC 0.01% Add +29.1% 60,814 $1.8M
Private Advisor Group, LLC 0.01% Add +13.0% 60,048 $1.7M
Cwm, LLC 0.00% Reduce -7.0% 59,972 $1.7M
Everhart Financial Group, Inc. 0.16% Add +25.2% 59,709 $1.7M
Cyndeo Wealth Partners, LLC 0.09% New 58,689 $1.7M
GTS Securities LLC 0.06% Reduce -36.4% 58,605 $1.7M
Massar Capital Management, LP 0.32% New 57,268 $1.7M
Cannon Global Investment Management, LLC 4.38% Reduce -10.1% 57,000 $1.6M
Guardian Wealth Management, Inc. 0.96% Reduce -1.0% 56,895 $1.6M
SBI Securities Co., Ltd. 0.04% Reduce -14.9% 56,307 $1.6M
Impact Partnership Wealth, LLC 0.20% Reduce -14.3% 55,032 $1.6M
Blackstone Inc. 0.01% New 54,857 $1.6M
Midwest Trust Co 0.02% Reduce -0.9% 54,758 $1.6M
Blair William & Co. 0.00% Reduce -1.4% 54,651 $1.6M
Praxis Investment Management Inc. 0.09% No change 54,292 $1.6M
Annis Gardner Whiting Capital Advisors, LLC 0.29% Reduce -36.4% 53,777 $1.5M
Glenmede Trust Co. NA 0.01% — 52,712 $1.5M
Citadel Investment Advisory, Inc. 0.66% Reduce -0.1% 52,572 $1.5M
Janney Montgomery Scott LLC 0.00% Reduce -6.7% 52,233 $1.5M
Barnes Dennig Private Wealth Management LLC 1.49% Reduce -10.6% 51,642 $1.5M
Steward Partners Investment Advisory, LLC 0.01% Reduce -6.9% 51,454 $1.5M
&partners 0.01% Reduce -24.4% 51,160 $1.5M
Independent Financial Group, LLC 0.03% New 50,158 $1.4M
Miura Global Management, LLC 2.41% New 50,000 $1.4M
Mint Tower Capital Management B.V. 0.45% New 50,000 $1.4M
Mizuho Markets Americas LLC 0.03% New 50,000 $1.4M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.04% No change 50,000 $1.4M
Lido Advisors, LLC 0.01% Add +5.6% 67,217 $1.4M
Vise Technologies, Inc. 0.03% Add +80.2% 49,093 $1.4M
Cullen Investment Group, LTD. 0.18% Reduce -1.6% 48,920 $1.4M
Quadrant Capital Group LLC 0.04% Add +151.3% 48,491 $1.4M
Machina Capital S.A.S. 0.26% New 47,709 $1.4M
Virtue Capital Management, LLC 0.21% New 47,296 $1.3M
Shufro Rose & Co. LLC 0.09% Reduce -7.8% 46,467 $1.3M
Choreo, LLC 0.02% Add +16.2% 46,183 $1.3M
FNY Investment Advisers, LLC 0.38% Add +128.4% 45,991 $1.3M
Vident Advisory, LLC 0.01% Reduce -17.6% 45,961 $1.3M
Keystone Financial Group 0.10% Add +236.9% 45,293 $1.3M
Hudson Bay Capital Management LP 0.01% New 45,198 $1.3M
Legacy Financial Advisors, Inc. 0.18% Reduce -21.0% 45,084 $1.3M
Farther Finance Advisors, LLC 0.01% Add +183.5% 44,001 $1.3M
Cidel Asset Management Inc. 0.09% Add +2.6% 43,900 $1.3M
Bleakley Financial Group, LLC 0.02% Add +58.1% 43,686 $1.3M
FIL Ltd 0.00% New 43,628 $1.3M
Stone Wealth Partners 1.10% — 42,888 $1.2M
Callan Family Office, LLC 0.03% Add +20.4% 42,454 $1.2M
180 Wealth Advisors, LLC 0.14% Reduce -3.6% 42,245 $1.2M
Apollon Wealth Management, LLC 0.02% Reduce -11.3% 41,095 $1.2M
Bessemer Group Inc. 0.00% Add +118.8% 40,952 $1.2M
Tema ETFs LLC 0.09% Reduce -0.3% 40,893 $1.2M
EP Wealth Advisors, LLC 0.01% — 40,500 $1.2M
Equitec Proprietary Markets, LLC 5.59% New 40,000 $1.2M
Carlson Capital, L.P. 0.56% New 40,000 $1.2M
J. Safra Sarasin Holding AG 0.02% New 39,795 $1.1M
ICICI Prudential Asset Management Co Ltd 0.13% Add +4.6% 39,769 $1.1M
Guardian Investment Management 0.89% Reduce -31.5% 39,750 $1.1M
Cresset Asset Management, LLC 0.00% Add +15.5% 39,660 $1.1M
Merit Financial Group, LLC 0.01% Add +23.1% 39,579 $1.1M
World Investment Advisors 0.02% Add +86.8% 39,346 $1.1M
Two Sigma Securities, LLC 0.16% New 39,306 $1.1M
Laird Norton Wetherby Trust Company, LLC 0.02% New 39,284 $1.1M
Valley Wealth Managers, Inc. 0.07% Add +4833.7% 39,075 $1.1M
IFP Advisors, Inc 0.02% Reduce -1.8% 38,474 $1.1M
Cambria Investment Management, L.P. 0.06% Reduce -25.5% 38,313 $1.1M
AE Wealth Management LLC 0.01% Add +21.0% 38,125 $1.1M
CIBRA Capital Ltd 1.87% — 37,842 $1.1M
Gruss & Co., LLC 2.38% New 37,500 $1.1M
Global Retirement Partners, LLC 0.02% Add +246.2% 37,466 $1.1M
TriaGen Wealth Management LLC 0.28% Add +64.7% 37,388 $1.1M
OneDigital Investment Advisors LLC 0.01% Reduce -12.7% 37,379 $1.1M
Fortress Investment Group LLC 0.25% New 36,600 $1.1M
Pinebridge Investments LLC 0.01% — 36,437 $1.1M
Banque Cantonale Vaudoise 0.04% Reduce -62.9% 36,361 $1.0M
Cim Investment Management Inc. 0.27% No change 36,221 $1.0M
Power Wealth Management LLC 0.37% Reduce -81.5% 36,069 $1.0M
Signal Advisors Wealth, LLC 0.08% Reduce -36.8% 36,044 $1.0M
Signaturefd, LLC 0.02% Add +41.2% 35,978 $1.0M
Mather Group, Llc. 0.01% Reduce -4.3% 35,734 $1.0M
TCW Group Inc. 0.01% New 35,658 $1.0M
Strong Retirement Solutions LLC 0.68% — 35,012 $1.0M
Ionic Capital Management LLC 1.17% New 35,000 $1.0M
Waverly Advisors, LLC 0.01% Add +29.3% 34,655 $999K
Personal Cfo Solutions, LLC 0.16% Reduce -4.2% 34,300 $989K
Net Worth Advisory Group 0.20% New 34,135 $984K
CX Institutional 0.03% Add +3.3% 33,907 $977K
Coldstream Capital Management Inc. 0.01% Reduce -0.1% 33,766 $973K
Sagespring Wealth Partners, LLC 0.02% Add +20.9% 33,124 $955K
Gateway Investment Advisers LLC 0.01% Add +43.8% 32,896 $948K
Michels Family Financial, LLC 0.70% Reduce -19.9% 32,883 $948K
Capital Investment Advisors, LLC 0.01% Reduce -9.6% 32,769 $944K
Boyar Asset Management Inc. 0.60% Reduce -7.1% 32,717 $943K
Evergreen Capital Management LLC 0.02% Add +126.5% 32,050 $924K
Beese Fulmer Investment Management, Inc. 0.06% Add +99.2% 64,012 $922K
Wedmont Private Capital 0.03% Add +8.8% 31,853 $911K
Q3 Asset Management 0.21% Add +12.9% 31,234 $900K
Harrington Investments, INC 0.45% Reduce -1.1% 30,885 $890K
Act Wealth Management, LLC 0.29% Reduce -44.2% 30,370 $875K
Atria Investments, Inc 0.01% Reduce -13.5% 30,326 $874K
Contravisory Investment Management, Inc. 0.17% Reduce -15.7% 30,273 $872K
Yeomans Consulting Group, Inc. 0.25% Add +59.0% 30,159 $869K
Texas Yale Capital Corp. 0.03% No change 30,039 $866K
Vazirani Asset Management LLC 5.25% New 30,000 $865K
MAI Capital Management 0.01% Add +40.8% 29,985 $864K
Centaurus Financial, Inc. 0.04% Add +22.8% 29,734 $857K
Oak Thistle LLC 0.12% Reduce -53.3% 29,736 $857K
Kestra Private Wealth Services, LLC 0.01% Reduce -4.0% 29,340 $846K
Aaron Wealth Advisors LLC 0.05% Add +58.3% 29,133 $840K
Van Lanschot Kempen Investment Management N.V. 0.01% Reduce -62.6% 29,059 $837K
FORA Capital, LLC 0.10% Reduce -86.8% 28,958 $835K
Citizens Financial Group Inc. 0.01% Add +13.7% 28,540 $823K
Chemistry Wealth Management LLC 0.15% Reduce -7.9% 28,406 $819K
111 Capital 0.18% Add +15.3% 28,321 $816K
Pitcairn Wealth Advisors LLC 0.07% — 28,317 $816K
Ofi Invest Asset Management 0.01% Reduce -1.1% 29,981 $804K
Greenleaf Trust 0.01% Add +24.6% 27,864 $803K
Central Pacific Bank - Trust Division 0.10% Add +0.1% 27,571 $795K
Meridian Investment Counsel Inc. 0.19% Reduce -26.9% 27,352 $788K
American Alpha Advisors, LLC 0.49% New 26,755 $771K
Smartleaf Asset Management LLC 0.03% Add +20.9% 26,577 $769K
Greenland Capital Management LP 0.12% Add +163.7% 26,367 $760K
Independent Advisor Alliance 0.02% Add +23.6% 26,354 $760K
Patriot Financial Group Insurance Agency, LLC 0.09% Add +8.4% 26,233 $756K
Advance Capital Management, Inc. 0.03% Reduce -0.9% 26,133 $753K
Integrated Advisors Network LLC 0.03% Reduce -27.6% 26,116 $753K
Private Trust Co. NA 0.07% Add +458.1% 26,070 $751K
Atlantic Union Bankshares Corp 0.01% Reduce -43.1% 25,692 $740K
Boothbay Fund Management, LLC 0.02% Reduce -4.2% 25,409 $732K
Compound Planning, Inc. 0.02% Add +64.4% 25,241 $727K
Waldron Private Wealth LLC 0.03% Add +1.2% 25,049 $722K
NewEdge Wealth, LLC 0.01% New 25,003 $721K
Trust Asset Management LLC 0.05% Reduce -3.0% 24,981 $720K
Snowden Capital Advisors LLC 0.02% Reduce -62.2% 24,959 $719K
UMB Bank, n.a. 0.01% Add +57.9% 24,945 $719K
R.H. Dinel Investment Counsel, Inc. 0.52% No change 24,700 $712K
Camelot Portfolios, LLC 0.43% Reduce -0.8% 24,315 $701K
Moors & Cabot, Inc. 0.03% Reduce -48.4% 24,228 $698K
Composition Wealth, LLC 0.01% Add +6.9% 24,223 $698K
Tiaa Trust, National Association 0.00% Add +9.5% 23,970 $691K
Mosaic Financial Group, LLC 0.47% No change 23,893 $689K
Mirabella Financial Services LLP 0.07% Add +137.8% 23,781 $685K
Focused Alpha, LLC 0.20% — 23,635 $681K
Auto-Owners Insurance Co 0.01% No change 23,527 $679K
Huntington National Bank 0.01% Add +2.3% 23,405 $675K
Lazard Asset Management LLC 0.00% Add +79.5% 23,263 $670K
Wakefield Asset Management LLLP 0.18% No change 23,214 $669K
Wedbush Securities Inc. 0.02% Add +34.0% 23,034 $664K
Aptus Capital Advisors, LLC 0.01% Add +18.6% 22,850 $659K
Cigna Investments Inc. 0.10% Reduce -1.3% 22,666 $653K
Carnegie Lake Advisors LLC 0.25% Reduce -74.0% 22,623 $652K
Pinnacle Financial Partners, Inc. 0.00% — 22,610 $652K
Claret Asset Management Corp 0.08% Reduce -0.2% 22,494 $648K
Level Four Advisory Services, LLC 0.02% Reduce -15.8% 22,342 $644K
Mutual Advisors, LLC 0.01% Add +27.0% 21,952 $633K
Bfsg, LLC 0.06% Reduce -84.0% 21,534 $621K
Brown Brothers Harriman & Co. 0.00% Add +93.0% 21,511 $620K
Frank, Rimerman Advisors LLC 0.04% Add +9.6% 21,445 $618K
Mathes Company, Inc. 0.22% Reduce -42.8% 21,443 $618K
Systematic Financial Management LP 0.01% Add +80.8% 21,440 $618K
Prime Capital Investment Advisors, LLC 0.01% Add +24.2% 20,942 $604K
Regions Financial Corp. 0.00% Add +0.5% 20,695 $596K
Stephens Inc. 0.01% Reduce -23.5% 20,594 $594K
Fifth Third Wealth Advisors LLC 0.02% Add +0.8% 20,581 $593K
Meeder Advisory Services, Inc. 0.03% New 20,579 $593K
Fort Sheridan Advisors LLC 0.08% Reduce -0.9% 20,540 $592K
Western Pacific Wealth Management, LP 0.57% No change 20,465 $590K
Sage Mountain Advisors LLC 0.03% Add +48.2% 20,340 $586K
Ballentine Partners, LLC 0.01% Add +14.9% 20,330 $586K
VARCOV Co. 0.23% — 20,179 $582K
Ellevest, Inc. 0.08% New 20,107 $579K
Syon Capital LLC 0.03% Add +17.1% 20,099 $579K
CenterStar Asset Management, LLC 0.91% Add +7.5% 20,000 $577K
Edgewood Management LLC 0.00% No change 20,000 $576K
Perigon Wealth Management, LLC 0.01% Add +3.1% 19,939 $575K
Kovack Advisors, Inc. 0.03% Add +85.3% 19,888 $573K
Supplemental Annuity Collective Trust of NJ 0.15% No change 19,885 $573K
Hickory Point Bank & Trust 0.41% No change 19,760 $569K
Oppenheimer Asset Management Inc. 0.01% Reduce -54.5% 19,505 $562K
Parallel Advisors, LLC 0.01% Add +30.1% 19,451 $561K
Atom Investors LP 0.04% New 19,256 $555K
Quotient Wealth Partners, LLC 0.01% Add +31.1% 19,161 $552K
Norden Group LLC 0.05% Add +19.4% 18,824 $543K
IHT Wealth Management, LLC 0.01% Add +16.9% 18,497 $533K
Summit Securities Group LLC 0.09% Add +2186.9% 18,455 $532K
King Luther Capital Management Corp. 0.00% New 18,421 $531K
Brookstone Capital Management 0.01% Add +0.5% 18,333 $528K
AlphaQuest LLC 0.03% Reduce -14.8% 18,297 $527K
Bartlett & Co. Wealth Management LLC 0.01% Add +8.8% 18,221 $525K
Dorsey & Whitney Trust CO LLC 0.03% Add +21.3% 18,155 $523K
Kingsview Wealth Management, LLC 0.01% Add +8.4% 17,973 $518K
Avestar Capital, LLC 0.04% New 17,923 $517K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 17,851 $514K
Aspen Grove Capital, LLC 0.09% Reduce -3.9% 17,563 $506K
Blue Trust, Inc. 0.01% Reduce -1.9% 17,544 $506K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -59.6% 17,481 $504K
Excalibur Management Corp. 0.18% Reduce -5.3% 17,431 $502K
Stratos Wealth Partners, LTD. 0.01% Reduce -15.1% 17,281 $498K
MIdWestOne Financial Group, Inc. 0.06% Reduce -2.7% 17,246 $497K
DLD Asset Management, LP 0.17% New 17,100 $493K
PenderFund Capital Management Ltd. 0.19% New 16,800 $484K
Envestnet Portfolio Solutions, Inc. 0.00% New 16,757 $483K
Fourpath Capital Management, LLC 0.07% Reduce -0.4% 16,714 $482K
ABN AMRO Bank N.V. 0.00% New 16,595 $476K
Federated Hermes, Inc. 0.00% Reduce -1.8% 16,454 $474K
TD Waterhouse Canada Inc. 0.00% Reduce -94.0% 16,420 $473K
Holistic Financial Partners 0.17% Reduce -1.8% 16,255 $468K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -64.0% 16,054 $463K
Mgo One Seven LLC 0.01% Add +3.5% 16,042 $462K
Ausdal Financial Partners, Inc. 0.02% Add +14.2% 15,746 $454K
CoreCap Advisors, LLC 0.02% Add +267.6% 15,708 $453K
First Horizon Corp. 0.02% Reduce -29.1% 15,655 $451K
Howard Capital Management, LLC 0.01% Add +0.5% 15,638 $451K
Plato Investment Management Ltd 0.03% Reduce -35.9% 15,457 $448K
Geneos Wealth Management Inc. 0.01% Add +61.1% 15,484 $446K
M Holdings Securities, Inc. 0.03% New 15,373 $443K
NorthCrest Asset Manangement, LLC 0.01% Add +20.7% 15,451 $441K
International Assets Investment Management, LLC 0.03% Reduce -37.1% 15,248 $439K
Frec Markets, Inc. 0.13% — 15,133 $436K
Optas, LLC 0.07% Add +3.0% 15,120 $436K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -18.0% 15,094 $435K
Clifford Swan Investment Counsel LLC 0.01% Reduce -77.5% 15,018 $433K
Equitable Holdings, Inc. 0.00% Reduce -15.3% 14,973 $432K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.10% No change 14,951 $431K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -56.2% 14,949 $431K
Harbour Investments, Inc. 0.01% Add +25.2% 14,904 $430K
Quantum Financial Advisors, LLC 0.05% New 14,433 $416K
Quantum Portfolio Management LLC 0.18% Reduce -58.1% 14,415 $415K
Wesbanco Bank Inc. 0.01% Reduce -12.2% 14,358 $414K
Burkett Financial Services, LLC 0.14% Reduce -8.6% 14,357 $414K
BBR Partners, LLC 0.02% No change 14,290 $412K
Applied Finance Capital Management, LLC 0.03% New 14,238 $410K
Wellington Shields & Co., LLC 0.10% Reduce -0.7% 14,192 $409K
Integrated Wealth Concepts LLC 0.00% Reduce -60.8% 14,180 $409K
Krilogy Financial LLC 0.01% Add +53.9% 14,440 $408K
Busey Bank 0.01% Reduce -3.3% 14,100 $406K
Wealth Management Associates, Inc. 0.14% Reduce -0.4% 13,838 $399K
STF Management LP 0.37% Reduce -61.4% 13,826 $398K
JB Capital LLC 0.02% Add +2.1% 13,789 $397K
Gifford Fong Associates 0.08% No change 13,760 $397K
Silver Oak Securities, Incorporated 0.03% Add +4.7% 13,674 $396K
CI Investments Inc. 0.00% Reduce -9.4% 13,647 $393K
Foundations Investment Advisors, LLC 0.01% Add +10.9% 13,630 $393K
Johnson Financial Group, Inc. 0.01% Reduce -20.1% 13,606 $392K
Global Endowment Management, LP 0.05% Reduce -63.6% 13,556 $391K
Fiduciary Trust Co 0.00% Reduce -1.6% 13,366 $385K
WESPAC Advisors, LLC 0.21% New 13,307 $384K
Commerzbank Aktiengesellschaft 0.01% Reduce -29.8% 13,273 $383K
Valeo Financial Advisors, LLC 0.01% Add +13.0% 13,235 $381K
AlphaGrep UK Ltd 0.13% — 13,105 $378K
Crestwood Advisors Group, LLC 0.01% New 13,087 $377K
Advyzon Investment Management, LLC 0.04% New 13,040 $376K
Essex Financial Services, Inc. 0.02% New 12,968 $374K
Westpac Banking Corp. 0.02% Add +201.8% 12,853 $370K
Modera Wealth Management, LLC 0.00% Add +0.6% 12,797 $369K
Rothschild Investment LLC 0.02% Add +0.4% 12,785 $368K
Investors Asset Management of Georgia Inc. /Ga/ 0.15% Reduce -3.8% 12,715 $366K
New Capital Management LP 0.09% No change 12,700 $366K
Great Valley Advisor Group, Inc. 0.01% Add +2.8% 12,492 $360K
SCS Capital Management LLC 0.00% Reduce -0.5% 12,457 $359K
Hantz Financial Services, Inc. 0.01% Add +27.0% 12,338 $356K
Keystone Financial Services 0.11% Reduce -6.5% 12,333 $355K
Pure Financial Advisors, LLC 0.01% New 12,305 $355K
Vantus Wealth LLC 0.26% — 12,118 $349K
Wilmington Savings Fund Society, FSB 0.01% No change 11,850 $342K
Larson Financial Group LLC 0.01% Add +178.2% 11,838 $341K
L2 Asset Management, LLC 0.05% Add +7.0% 11,798 $340K
Hancock Whitney Corp. 0.01% Reduce -2.0% 11,768 $339K
Ascentis Wealth Management, LLC 0.09% Reduce -19.3% 11,696 $337K
Advisor OS, LLC 0.03% New 11,675 $336K
Papamarkou Wellner Asset Management inc. 0.20% No change 11,600 $334K
Tranquilli Financial Advisor LLC 0.19% Add +4.4% 11,596 $334K
MidFirst Bank 0.03% — 11,565 $333K
Cornerstone Wealth Management, LLC 0.02% Reduce -12.1% 11,543 $333K
Catalyst Financial Partners LLC 0.04% Add +5.4% 11,536 $332K
Conning Inc. 0.01% Add +4.4% 11,530 $332K
Institute for Wealth Management, LLC. 0.04% Reduce -16.8% 11,499 $331K
Zions Bancorporation, National Association 0.02% Add +10.2% 11,472 $331K
Baxter Bros Inc. 0.04% Reduce -14.5% 11,449 $330K
Scotia Capital Inc. 0.00% New 11,443 $330K
Sowell Financial Services LLC 0.01% Reduce -0.5% 11,435 $330K
Fortis Advisors, LLC 0.18% No change 11,400 $329K
Jefferies Financial Group Inc. 0.00% New 11,335 $327K
Canandaigua National Trust Co of Florida 0.20% New 11,288 $325K
Sterneck Capital Management, LLC 0.15% Add +1.9% 11,246 $324K
Armstrong, Fleming & Moore, Inc 0.15% No change 11,168 $322K
Marble Bar Asset Management LLP 7.46% — 11,163 $322K
Beaton Management Co. Inc. 0.14% No change 11,140 $321K
Wealth Enhancement Trust Services, Inc. 0.04% — 11,075 $319K
Wolverine Asset Management LLC 0.02% New 11,035 $318K
Glen Eagle Advisors, LLC 0.04% Add +104.5% 11,023 $318K
Element Wealth, LLC 0.13% New 10,972 $316K
PDS Planning, Inc 0.02% New 10,963 $316K
Robertson Stephens Wealth Management, LLC 0.01% New 10,908 $314K
Adapt Wealth Advisors, LLC 0.11% Add +1.0% 10,884 $314K
Flagship Harbor Advisors, LLC 0.01% Reduce -15.1% 10,718 $309K
Verdad Advisers, LP 0.35% — 10,712 $309K
Keel Point, LLC 0.02% Reduce -6.0% 10,664 $307K
Vaughan David Investments LLC 0.01% Reduce -13.8% 10,628 $306K
AlphaCore Capital LLC 0.01% Reduce -69.8% 10,617 $306K
Integrity Alliance, Llc. 0.01% New 10,482 $302K
TABR Capital Management, LLC 0.20% New 10,451 $301K
Ascent Group, LLC 0.01% New 10,378 $299K
IFG Advisory, LLC 0.01% New 10,339 $298K
COFG Advisors, LLC 0.07% — 10,306 $297K
Angeles Wealth Management, LLC 0.02% New 10,302 $297K
Simon Quick Advisors, LLC 0.01% New 10,266 $296K
Joel Isaacson & Co., LLC 0.01% New 10,216 $294K
Parkside Financial Bank & Trust 0.02% Add +14.3% 10,198 $294K
Safeguard Investment Advisory Group, LLC 0.08% Reduce -2.6% 10,190 $294K
Advisory Alpha, LLC 0.01% Add +1.5% 10,162 $293K
Alpha Family Trust 0.13% No change 10,160 $293K
Hedges Asset Management LLC 0.20% Reduce -86.9% 10,000 $288K
Flywheel Private Wealth LLC 0.18% No change 10,000 $288K
Fielder Capital Group LLC 0.06% Reduce -10.3% 9,998 $288K
LTS Liquid Investments LLC 0.27% — 9,974 $287K
Hunting Hill Global Capital, LLC 0.28% New 9,966 $287K
Fee-Only Financial Planning, L.C. 0.17% New 9,945 $287K
Alta Advisers Ltd 0.10% Reduce -7.5% 9,943 $287K
CENTRAL TRUST Co 0.01% Add +13.6% 9,882 $285K
Axq Capital, LP 0.06% New 9,868 $284K
Empire Financial Management Company, LLC 0.06% New 9,849 $284K
TCI Wealth Advisors, Inc. 0.02% New 9,846 $284K
Deseret Mutual Benefit Administrators 0.12% Reduce -6.2% 9,833 $283K
TD Private Client Wealth LLC 0.01% Add +350.4% 9,814 $283K
Versant Capital Management, Inc 0.04% Add +15.0% 9,758 $281K
Cornerstone Wealth Group, LLC 0.02% New 9,738 $281K
Argyle Capital Management, LLC 0.09% Reduce -3.6% 9,707 $280K
Axxcess Wealth Management, LLC 0.01% Reduce -6.7% 9,687 $279K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -4.4% 9,686 $279K
MASTERINVEST Kapitalanlage GmbH 0.03% New 9,627 $279K
Tyche Wealth Partners LLC 0.04% New 9,570 $276K
Athena Investment Management 0.14% New 9,518 $274K
Cahaba Wealth Management, Inc. 0.02% Reduce -4.9% 9,509 $274K
Avior Wealth Management, LLC 0.01% Reduce -35.8% 9,468 $273K
Hall Laurie J Trustee 0.09% New 9,382 $270K
Claro Advisors Inc. 0.04% Reduce -19.3% 9,358 $270K
Ritholtz Wealth Management 0.00% New 9,217 $266K
MJP Associates Inc. 0.03% New 9,214 $266K
RNC Capital Management LLC 0.01% New 9,160 $264K
DAVENPORT & Co LLC 0.00% New 9,094 $262K
Inscription Capital, LLC 0.03% New 9,085 $262K
Journey Strategic Wealth LLC 0.01% New 9,023 $260K
Silverlake Wealth Management LLC 0.06% New 9,009 $260K
Walker Asset Management, LLC 0.14% New 9,003 $259K
Avidian Wealth Enterprises, LLC 0.01% New 8,992 $259K
Arax Advisory Partners 0.01% Reduce -36.2% 8,983 $259K
Waterloo Capital, L.P. 0.02% New 8,981 $259K
Shulman DeMeo Asset Management LLC 0.06% New 8,930 $257K
Wall Street Financial Group, Inc. 0.19% New 8,899 $256K
Csenge Advisory Group 0.01% New 8,884 $256K
Gables Capital Management Inc. 0.11% Add +26.4% 8,880 $256K
D.A. Davidson & Co. 0.00% New 8,768 $253K
Index Technologies Group LLC 0.26% — 8,757 $252K
Chicago Partners Investment Group LLC 0.01% Reduce -10.7% 8,815 $252K
Dynamic Advisor Solutions LLC 0.01% New 8,698 $251K
Belpointe Asset Management LLC 0.01% Reduce -20.9% 8,664 $250K
Meiji Yasuda Asset Management Co Ltd. 0.01% New 8,631 $249K
Modern Wealth Management, LLC 0.00% New 8,443 $243K
Flputnam Investment Management Co. 0.00% New 8,440 $243K
Whalerock Point Partners, LLC 0.05% New 8,437 $243K
Moneta Group Investment Advisors LLC 0.00% New 8,435 $243K
Gladstone Institutional Advisory LLC 0.01% New 8,407 $242K
HUB Investment Partners, LLC 0.01% New 8,401 $242K
Eastern Bank 0.00% Add +0.1% 8,387 $242K
71 West Capital Partners 0.01% — 8,314 $240K
Quadcap Wealth Management, LLC 0.03% New 8,275 $238K
Whittier Trust Co. of Nevada Inc. 0.00% Add +6.6% 8,373 $238K
Sigma Planning Corp 0.01% New 8,266 $238K
FSM Wealth Advisors, LLC 0.03% New 8,229 $237K
Perennial Advisors, LLC 0.04% Reduce -26.8% 8,209 $237K
Tower Bridge Advisors 0.02% New 8,188 $236K
Prosperity Consulting Group, LLC 0.01% New 8,163 $235K
Soltis Investment Advisors LLC 0.02% New 8,133 $234K
Insigneo Advisory Services, LLC 0.02% New 8,127 $234K
Hilton Head Capital Partners, LLC 0.14% — 8,119 $234K
Venturi Wealth Management, LLC 0.01% New 8,095 $233K
White Pine Capital LLC 0.06% New 8,061 $232K
Fiduciary Alliance LLC 0.02% New 8,057 $232K
Convergence Investment Partners, LLC 0.05% New 8,027 $231K
Burney Co./ 0.01% New 8,003 $231K
Jeppson Wealth Management, LLC 0.07% New 7,996 $230K
Sound Income Strategies, LLC 0.01% Add +22.2% 8,052 $230K
E Fund Management (Hong Kong) Co., Ltd. 0.08% Add +268.0% 8,342 $230K
Gilliland Jeter Wealth Management LLC 0.07% New 7,880 $227K
Johnson Investment Counsel Inc. 0.00% New 7,879 $227K
Meridian Wealth Management, LLC 0.01% New 7,786 $224K
Bruni J V & Co. 0.02% Reduce -99.3% 7,777 $224K
Sapient Capital LLC 0.00% New 7,707 $223K
FourThought Financial Partners, LLC 0.02% New 7,576 $218K
Empirical Asset Management, LLC 0.06% New 7,546 $217K
Simplicity Wealth,LLC 0.01% New 7,541 $217K
Davidson Trust Co. 0.09% New 7,496 $216K
M.E. Allison & Co., Inc. 0.15% New 7,456 $215K
Resonant Capital Advisors, LLC 0.01% New 7,449 $215K
William B. Walkup & Associates, Inc. 0.12% Reduce -2.5% 7,423 $214K
Perennial Investment Advisors, LLC 0.02% New 7,405 $213K
Legacy Capital Group California, Inc. 0.05% New 7,389 $213K
HBK Sorce Advisory LLC 0.00% New 7,781 $213K
Chesley Taft & Associates LLC 0.01% New 7,364 $212K
Occidental Asset Management, LLC 0.03% New 7,219 $208K
Legacy Wealth Management, LLC / MS 0.06% New 7,155 $206K
CLG LLC 0.05% New 7,135 $206K
ProVise Management Group, LLC 0.01% New 7,097 $205K
Resolute Wealth Strategies, LLC 0.09% New 7,077 $204K
Diversified Enterprises, LLC 0.01% New 7,075 $204K
Daymark Wealth Partners, LLC 0.01% Reduce -47.8% 7,073 $204K
SeaCrest Wealth Management, LLC 0.02% New 7,067 $202K
Bridgewater Advisors Inc. 0.01% New 7,076 $202K
Trust Co. of Vermont 0.01% Reduce -21.9% 6,694 $193K
Sentry Investment Management LLC 0.12% Add +19.0% 6,465 $186K
CYBER HORNET ETFs LLC 0.11% Add +7.1% 6,396 $184K
Armstrong Advisory Group, Inc. 0.01% Add +7.7% 6,095 $176K
SageView Advisory Group, LLC 0.01% Reduce -42.1% 5,881 $169K
Lanark Financial, Inc. 0.01% Reduce -15.3% 5,833 $168K
Strategic Investment Solutions, Inc. 0.04% Add +684.0% 10,710 $165K
Rosenberg Matthew Hamilton 0.03% No change 5,627 $162K
TCTC Holdings, LLC 0.00% No change 5,563 $160K
EverSource Wealth Advisors, LLC 0.01% Reduce -7.3% 5,525 $159K
NBT Bank, N.A. 0.01% Reduce -3.3% 3,296 $148K
Curat Global, LLC 0.16% Reduce -2.9% 5,124 $148K
Cromwell Holdings LLC 0.08% Add +13.0% 5,025 $145K
Chung Wu Investment Group, LLC 0.12% Add +4.2% 5,000 $144K
New England Asset Management Inc. 0.02% No change 4,935 $142K
SHP Wealth Management 0.01% — 4,827 $139K
LRI Investments, LLC 0.01% Reduce -45.3% 4,770 $137K
Ancora Advisors LLC 0.00% Add +27.5% 4,690 $135K
Ostrum Asset Management 0.01% Reduce -24.9% 4,416 $127K
Bank & Trust Co 0.09% No change 4,378 $126K
McMillan Office, Inc. 0.01% — 4,223 $122K
Cape Investment Advisory, Inc. 0.04% Add +26.2% 4,215 $121K
Spire Wealth Management 0.00% Reduce -68.9% 4,197 $121K
Aventura Private Wealth, LLC 0.04% Reduce -6.8% 4,132 $119K
Investors Research Corp 0.02% Reduce -34.4% 4,112 $119K
PFS Partners, LLC 0.05% No change 4,004 $115K
Community Bank, N.A. 0.01% No change 3,796 $109K
North Star Investment Management Corp. 0.01% Reduce -4.2% 3,777 $109K
Compagnie Lombard Odier SCmA 0.00% Add +1.0% 3,737 $108K
Wilkerson Advisory Group LLC 0.04% — 3,649 $105K
St Germain D J Co. Inc. 0.00% Reduce -5.8% 3,558 $103K
N.E.W. Advisory Services LLC 0.01% Reduce -0.1% 3,478 $100K
DV Equities, LLC 0.02% — 3,428 $99K
JFS Wealth Advisors, LLC 0.01% Add +12.4% 3,425 $99K
Creative Financial Designs Inc. 0.01% Add +0.9% 3,351 $97K
Quent Capital, LLC 0.01% Add +11.6% 3,349 $97K
Sunbelt Securities, Inc. 0.01% Reduce -16.4% 3,330 $96K
Tompkins Financial Corp. 0.01% Reduce -33.4% 3,269 $94K
Atlas Capital Advisors Inc. 0.01% — 3,230 $93K
Barrett & Company, Inc. 0.03% Add +121.3% 3,167 $91K
New England Capital Financial Advisors LLC 0.04% Reduce -0.1% 3,154 $91K
Lodestone Wealth Management LLC 0.04% New 3,116 $90K
AdvisorNet Financial, Inc 0.00% Reduce -11.2% 3,109 $90K
Ameriflex Group, Inc. 0.05% Add +22.9% 3,108 $90K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +24.3% 3,065 $88K
American National Bank & Trust 0.01% No change 3,032 $87K
Financial Consulate, Inc. 0.01% Add +3.4% 3,005 $87K
Financial Perspectives, Inc 0.02% No change 2,982 $86K
NFSG Corp 0.01% Add +46.2% 2,976 $86K
SOA Wealth Advisors, LLC. 0.01% No change 2,941 $85K
Keating Financial Advisory Services, Inc. 0.01% — 2,932 $85K
Root Financial Partners, LLC 0.00% Add +17.5% 2,879 $83K
Anchor Investment Management, LLC 0.01% Reduce -37.6% 2,825 $81K
Pacific Center for Financial Services 0.02% No change 4,056 $79K
Pinnacle Wealth Planning Services, Inc. 0.01% New 2,717 $78K
Prestige Wealth Management Group LLC 0.01% Reduce -94.1% 2,686 $77K
Nalls Sherbakoff Group, LLC 0.06% Reduce -9.1% 2,669 $77K
City State Bank 0.02% Reduce -1.5% 2,660 $77K
HM Payson & Co. 0.00% Reduce -0.7% 2,653 $76K
Graney & King, LLC 0.04% No change 2,647 $76K
Torren Management, LLC 0.04% — 2,623 $76K
Bogart Wealth, LLC 0.00% Add +1.6% 2,610 $75K
Vestor Capital, LLC 0.01% Reduce -92.1% 203 $74K
Salomon & Ludwin, LLC 0.01% Add +20.2% 2,494 $71K
Cornerstone Planning Group LLC 0.01% Add +1947.6% 2,539 $71K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 2,445 $70K
Brown, Lisle/Cummings, Inc. 0.02% No change 2,443 $70K
First Command Advisory Services, Inc. 0.00% Add +904.6% 2,401 $69K
Bayforest Capital Ltd 0.05% New 2,389 $69K
Grove Bank & Trust 0.01% Add +38.5% 2,341 $67K
Whittier Trust Co. 0.00% Reduce -31.0% 2,295 $65K
Hollencrest Capital Management 0.00% No change 2,266 $65K
CVA Family Office, LLC 0.01% Add +208.0% 2,239 $65K
Millstone Evans Group, LLC 0.04% Add +0.8% 2,226 $64K
Los Angeles Capital Management LLC 0.00% Reduce -72.1% 2,938 $64K
Center for Financial Planning, Inc. 0.01% No change 2,189 $63K
ORG Partners LLC 0.01% Reduce -10.9% 2,177 $63K
Reflection Asset Management 0.04% — 2,170 $63K
SouthState Bank Corp 0.00% Add +18.0% 2,154 $62K
Quarry LP 0.01% Reduce -50.4% 2,128 $61K
Private Wealth Management Group, LLC 0.02% No change 2,115 $61K
Itau Unibanco Holding S.A. 0.00% Add +54.5% 2,095 $60K
Garton & Associates Financial Advisors LLC 0.03% — 2,045 $59K
Wellington Shields Capital Management, LLC 0.01% Reduce -35.3% 2,022 $58K
Bokf, NA 0.00% Reduce -15.5% 1,999 $58K
Key Financial Inc 0.01% Add +0.4% 1,988 $57K
Pinnacle Bancorp, Inc. 0.02% Reduce -16.0% 1,982 $57K
Smallwood Wealth Investment Management, LLC 0.03% Reduce -0.1% 1,975 $57K
Bullock Wealth Management Group 0.03% — 1,962 $57K
Hartford Financial Management Inc. 0.01% No change 1,952 $56K
GW&K Investment Management, LLC 0.00% Add +6.2% 1,936 $56K
Cranbrook Wealth Management, LLC 0.01% No change 1,929 $56K
CBIZ Investment Advisory Services, LLC 0.00% No change 1,886 $54K
Country Trust Bank 0.00% Reduce -5.0% 1,843 $53K
Godfrey Financial Associates, Inc. 0.05% — 1,823 $53K
DiNuzzo Private Wealth, Inc. 0.01% Reduce -11.6% 1,817 $52K
Raiffeisen Bank International AG 0.00% Add +43.3% 1,798 $52K
MTM Investment Management, LLC 0.02% Reduce -15.7% 1,784 $51K
Meeder Asset Management Inc. 0.00% Reduce -6.7% 1,764 $51K
Pinney & Scofield, Inc. 0.03% No change 1,761 $51K
Montag A & Associates Inc. 0.00% Add +4.6% 1,741 $50K
Advocate Investing Services LLC 0.04% — 1,699 $49K
Physician Wealth Advisors, Inc. 0.01% Add +20.8% 1,696 $49K
Crews Bank & Trust 0.01% Reduce -3.2% 1,663 $48K
Richardson Financial Services Inc. 0.02% Add +226.1% 1,647 $47K
Lloyd Advisory Services, LLC. 0.02% New 1,613 $46K
McIlrath & Eck, LLC 0.00% Reduce -2.7% 1,611 $46K
Strategic Wealth Partners, Ltd. 0.00% Reduce -16.0% 1,608 $46K
TFC Financial Management, Inc. 0.01% Add +1.8% 1,607 $46K
Capital Advisors, Ltd. LLC 0.01% No change 1,585 $46K
Teachers Insurance & Annuity Association of America 0.05% No change 1,592 $46K
Fortis Group Advisors, LLC 0.01% No change 1,588 $46K
Caitong International Asset Management Co., Ltd 0.01% Add +1097.0% 1,580 $46K
Caldwell Sutter Capital, Inc. 0.02% Reduce -0.4% 1,579 $46K
MCF Advisors LLC 0.00% Add +9.2% 1,574 $45K
Arlington Trust Co LLC 0.00% Reduce -9.2% 1,572 $45K
First Community Trust NA 0.03% No change 1,528 $44K
Covestor Ltd 0.02% Reduce -3.5% 1,531 $44K
Elyxium Wealth, LLC 0.01% New 1,510 $44K
Flagship Wealth Advisors, LLC 0.01% Reduce -0.3% 1,497 $43K
Basecamp Wealth Advisors LLC 0.01% — 1,446 $42K
Tsfg, LLC 0.01% No change 1,393 $40K
City Holding Co. 0.00% Reduce -18.3% 1,384 $40K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +17.4% 1,330 $38K
Hughes Financial Services, LLC 0.01% Add +23.4% 1,325 $38K
SJS Investment Consulting Inc. 0.00% Add +8.0% 1,321 $38K
Provenance Wealth Advisors, LLC 0.00% Reduce -24.1% 1,296 $37K
S&T Bank 0.01% Add +118.4% 1,295 $37K
Vision Financial Markets LLC 0.04% Reduce -11.6% 1,294 $37K
Colonial Trust Advisors 0.00% Add +17.7% 1,290 $37K
TOWER TRUST & INVESTMENT Co 0.02% Add +4730.8% 1,256 $36K
GHP Investment Advisors, Inc. 0.00% Add +1.5% 1,248 $36K
Westfuller Advisors, LLC 0.01% Add +22.6% 1,248 $36K
Clearstead Trust, LLC 0.01% Reduce -17.7% 1,239 $36K
Citizens National Bank Trust Department 0.01% No change 1,217 $35K
WFA of San Diego, LLC 0.02% No change 1,178 $34K
Medallion Wealth Advisors, LLC 0.01% Add +11.4% 1,168 $34K
Rakuten Securities, Inc. 0.01% Add +81.5% 1,160 $33K
Navigoe, LLC 0.02% No change 1,152 $33K
Golden State Wealth Management, LLC 0.00% Reduce -1.2% 1,130 $33K
Catalyst Capital Advisors LLC 0.00% Reduce -12.2% 1,076 $31K
Archer Investment Corp 0.01% Reduce -6.7% 1,059 $31K
Manchester Capital Management LLC 0.00% Reduce -73.8% 1,058 $30K
Centerpoint Advisors, LLC 0.01% No change 1,041 $30K
CKW Financial Group 0.00% No change 1,056 $30K
MV Capital Management, Inc. 0.00% Reduce -7.2% 1,028 $30K
Inlight Wealth Management, LLC 0.01% Reduce -3.8% 12,290 $28K
Smithfield Trust Co 0.00% Add +5.1% 988 $28K
ESL Trust Services, LLC 0.01% No change 906 $26K
Paradigm Asset Management Co. LLC 0.01% No change 900 $26K
Swiss Re Ltd. 0.00% — 893 $26K
Field & Main Bank 0.01% Add +10.6% 890 $26K
Concord Wealth Partners 0.00% Reduce -33.3% 881 $25K
Washington Trust Advisors, Inc. 0.00% No change 879 $25K
Darwin Wealth Management, LLC 0.01% Reduce -3.4% 876 $25K
Battery Global Advisors, LLC 0.01% No change 868 $25K
Valley National Advisers Inc. 0.00% Add +31.9% 876 $25K
Roble, Belko & Company, Inc 0.00% Reduce -18.1% 877 $25K
Bell Investment Advisors, Inc 0.00% Add +56.1% 849 $24K
Peoples Financial Services Corp. 0.01% No change 848 $24K
Kentucky Trust Co 0.01% No change 821 $24K
Riverview Trust Co 0.03% No change 815 $23K
Sachetta, LLC 0.01% Add +23.1% 805 $23K
Harbor Investment Advisory, LLC 0.00% Reduce -0.4% 794 $23K
CoreFirst Bank & Trust 0.01% Reduce -39.2% 793 $23K
Twin Lakes Capital Management, LLC 0.01% No change 793 $23K
TD Capital Management LLC 0.00% No change 767 $22K
Hazlett, Burt & Watson, Inc. 0.01% Reduce -15.8% 748 $22K
Financial Management Professionals, Inc. 0.00% Reduce -40.1% 762 $22K
Entrust Financial LLC 0.02% — 734 $21K
Evermay Wealth Management LLC 0.00% No change 720 $21K
Dogwood Wealth Management LLC 0.01% Add +20.0% 709 $20K
Cullen/Frost Bankers, Inc. 0.00% Add +209.7% 700 $20K
WPG Advisers, LLC 0.01% Reduce -41.7% 699 $20K
Independence Bank of Kentucky 0.00% Reduce -5.0% 683 $20K
CGC Financial Services, LLC 0.01% Add +2.4% 678 $20K
Eq Wealth Advisors, LLC 0.01% New 669 $19K
Investment Research & Advisory Group, Inc. 0.01% No change 611 $19K
USA Financial Formulas 0.00% Reduce -99.5% 660 $19K
Nvest Wealth Strategies, Inc. 0.01% — 650 $19K
Kimelman & Baird, LLC 0.00% No change 640 $18K
Rialto Wealth Management, LLC 0.00% Add +13.1% 630 $18K
Capital Analysts, LLC 0.00% No change 604 $18K
Fideuram Asset Management (Ireland) dac 0.00% — 999 $18K
Colonial Trust Co / SC 0.00% Reduce -8.1% 601 $17K
Ares Financial Consulting, LLC 0.02% — 593 $17K
Signature Resources Capital Management, LLC 0.01% Add +1.5% 592 $17K
Truvestments Capital LLC 0.00% Reduce -69.4% 581 $17K
Asset Dedication, LLC 0.00% Reduce -2.9% 573 $17K
Princeton Global Asset Management LLC 0.00% Reduce -14.2% 569 $16K
Sittner & Nelson, LLC 0.01% Add +6.0% 598 $16K
Boreal Capital Management LLC 0.01% No change 567 $16K
HighMark Wealth Management LLC 0.01% No change 567 $16K
Boyd Watterson Asset Management LLC 0.00% No change 562 $16K
GoalVest Advisory LLC 0.00% New 559 $16K
Dunhill Financial, LLC 0.01% Add +13.0% 557 $16K
Avion Wealth 0.00% Add +13.5% 572 $16K
Kilter Group LLC 0.01% Add +13.3% 554 $16K
Anfield Capital Management, LLC 0.01% Add +349.2% 548 $16K
Elevation Wealth Partners, LLC 0.01% Reduce -0.6% 532 $15K
Plante Moran Financial Advisors, LLC 0.00% Reduce -15.3% 532 $15K
Howard Hughes Medical Institute 0.01% No change 531 $15K
POM Investment Strategies, LLC 0.01% Add +3413.3% 527 $15K
Holos Integrated Wealth LLC 0.01% No change 532 $15K
Tradewinds Capital Management, LLC 0.00% No change 526 $15K
IFC & Insurance Marketing, Inc. 0.01% — 513 $15K
IAG Wealth Partners, LLC 0.00% Add +30.3% 516 $15K
Pension & Wealth Management Advisors, Inc. 0.00% Add +95.3% 494 $14K
First United Bank & Trust 0.00% No change 493 $14K
Addison Advisors LLC 0.00% Reduce -4.7% 488 $14K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -16.2% 518 $14K
Financial Avengers, Inc. 0.01% No change 485 $14K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -5.8% 483 $14K
Nemes Rush Group LLC 0.00% Add +44.7% 479 $14K
HHM Wealth Advisors, LLC 0.00% Reduce -2.9% 476 $14K
Modus Advisors, LLC 0.00% New 475 $14K
Winch Advisory Services, LLC 0.00% No change 475 $14K
Cornerstone National Bank & Trust Co 0.01% No change 472 $14K
Private Wealth Asset Management, LLC 0.00% Add +3.1% 469 $14K
Fortitude Family Office, LLC 0.00% Add +19.3% 446 $13K
Trust Co 0.00% Add +21750.0% 437 $13K
Motco 0.00% No change 430 $12K
Hilltop National Bank 0.00% No change 419 $12K
Cherry Tree Wealth Management, LLC 0.00% No change 413 $12K
Whipplewood Advisors, LLC 0.01% No change 408 $12K
Olistico Wealth, LLC 0.01% New 408 $12K
Rossby Financial, LCC 0.00% Add +86.3% 408 $12K
Park Place Capital Corp 0.00% Add +262.5% 406 $12K
Estate Planners Group, LLC 0.01% — 402 $12K
Stephens Consulting, LLC 0.00% No change 401 $12K
First Financial Corp. 0.00% No change 384 $11K
Strategic Wealth Advisors LLC 0.01% — 402 $11K
Marshall & Sterling Wealth Advisors Inc. 0.01% Reduce -54.4% 381 $11K
Generali Investments CEE, investicni spolecnost, a.s. 0.00% No change 374 $11K
Activest Wealth Management 0.00% Add +82.2% 368 $11K
Westside Investment Management, Inc. 0.00% Reduce -34.8% 367 $11K
Gleason Group, Inc. 0.00% New 362 $10K
Marquette Asset Management, LLC 0.00% Add +68.6% 354 $10K
Bruce G. Allen Investments, LLC 0.01% Add +46.3% 354 $10K
Safe Harbor Fiduciary, LLC 0.01% — 353 $10K
Crewe Advisors LLC 0.00% Add +12.1% 351 $10K
Pin Oak Investment Advisors Inc. 0.01% No change 350 $10K
T. Rowe Price Investment Management, Inc. 0.00% New 321 $10K
Joseph Group Capital Management 0.00% New 346 $10K
True Wealth Design, LLC 0.00% Reduce -6.8% 343 $10K
Evelyn Partners Investment Management Services Ltd 0.00% No change 343 $10K
Evelyn Partners Investment Management LLP 0.00% No change 343 $10K
Raffa Wealth Management, LLC 0.00% Add +53.4% 342 $10K
Centennial Bank 0.00% No change 339 $10K
Cornerstone Financial Management LLC 0.01% — 338 $10K
Kelleher Financial Advisors 0.00% No change 336 $10K
Avalon Trust Co 0.00% Reduce -53.6% 334 $10K
IMG Wealth Management, Inc. 0.01% Add +16550.0% 333 $10K
BOK Financial Private Wealth, Inc. 0.00% New 331 $10K
Dynamic Wealth Strategies, LLC 0.01% No change 330 $10K
HFM Investment Advisors, LLC 0.00% No change 325 $9K
Laurel Wealth Advisors LLC 0.00% New 323 $9K
Daytona Street Capital LLC 0.01% — 322 $9K
Clark Wealth Partners 0.01% No change 318 $9K
Kozak & Associates, Inc. 0.00% Add +17.5% 316 $9K
Asset Planning,Inc 0.01% No change 305 $9K
Chesapeake Asset Management LLC 0.01% Reduce -31.4% 299 $9K
Highline Wealth Partners LLC 0.00% Add +113.6% 299 $9K
SWAN Capital LLC 0.00% No change 288 $8K
Mowery & Schoenfeld Wealth Management, LLC 0.01% No change 283 $8K
McGuire Capital Advisors Inc. 0.01% — 280 $8K
Luken Investment Analytics, LLC 0.00% Add +7.8% 278 $8K
Costello Asset Management, INC 0.00% Reduce -41.9% 277 $8K
Webster Bank, N. A. 0.00% No change 276 $8K
Signature Equity Partners, LLC 0.00% — 270 $8K
Hara Capital LLC 0.00% Reduce -36.2% 264 $8K
JNBA Financial Advisors 0.00% Add +54.5% 258 $7K
Heritage Wealth Advisors 0.00% No change 255 $7K
Blueline Advisors LLC 0.01% — 248 $7K
Cresta Advisors, Ltd. 0.00% New 247 $7K
Miller Wealth Advisors, LLC 0.00% No change 247 $7K
Fourth Dimension Wealth, LLC 0.00% No change 247 $7K
CDKV Holdings LLC 0.01% — 241 $7K
Duncker Streett & Co. Inc. 0.00% Reduce -58.7% 241 $7K
United Community Bank 0.00% No change 240 $7K
Basepoint Wealth LLC 0.00% New 240 $7K
Clayton Financial Group LLC 0.00% Add +138.4% 236 $7K
Hager Investment Management Services, LLC 0.00% No change 231 $7K
Newton One Investments LLC 0.00% No change 229 $7K
Triumph Capital Management 0.00% New 226 $7K
Sarver Vrooman Wealth Advisors 0.00% No change 224 $6K
Optima Capital LLC 0.00% New 222 $6K
Legacy Wealth Managment, LLC 0.00% Add +1741.7% 221 $6K
Maryland Capital Advisors Inc. 0.00% No change 219 $6K
Birchbrook, Inc. 0.00% No change 215 $6K
Financial Network Wealth Advisors LLC 0.01% No change 213 $6K
Nvwm, LLC 0.00% Add +10.4% 212 $6K
Frazier Financial Advisors, LLC 0.00% Reduce -30.3% 209 $6K
Resources Management Corp. /CT/ 0.00% New 193 $6K
Penserra Capital Management LLC 0.00% Reduce -99.8% 210 $6K
IFS Advisors, LLC 0.00% No change 205 $6K
Cedar Mountain Advisors, LLC 0.00% Reduce -8.5% 205 $6K
Corsicana & Co. 0.00% No change 203 $6K
Oakworth Capital, Inc. 0.00% No change 203 $6K
Conquis Financial LLC 0.00% New 196 $6K
Gilpin Wealth Management, LLC 0.00% — 192 $6K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% — 191 $6K
Transamerica Financial Advisors, LLC 0.00% Add +59.0% 186 $5K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -0.5% 185 $5K
Nova Wealth Management, Inc. 0.00% Reduce -5.2% 183 $5K
Retirement Wealth Solutions LLC 0.00% Add +341.5% 181 $5K
Granite FO LLC 0.00% Reduce -8.7% 178 $5K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 175 $5K
SIMA Wealth Partners, LLC 0.00% Reduce -7.9% 174 $5K
Motiv8 Investments LLC 0.00% New 177 $5K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 162 $5K
JTC Employer Solutions Trustee Ltd 0.00% No change 169 $5K
Keystone Financial Group, Inc. 0.00% No change 173 $5K
Garner Asset Management Corp 0.00% New 172 $5K
Estabrook Capital Management 0.00% No change 168 $5K
Bay Harbor Wealth Management, LLC 0.00% Add +31.3% 168 $5K
Wealth Preservation Advisors, LLC 0.00% No change 154 $4K
Vision Retirement, LLC 0.00% — 151 $4K
Trust Co. of Toledo NA 0.00% Reduce -12.4% 148 $4K
Principia Wealth Advisory, LLC 0.00% Add +15.8% 147 $4K
GPS Wealth Strategies Group, LLC 0.00% Reduce -93.5% 146 $4K
Wealth Watch Advisors, INC 0.00% Reduce -29.5% 146 $4K
First Pacific Financial 0.00% No change 145 $4K
Hanson & Doremus Investment Management 0.00% New 147 $4K
Farmers & Merchants Investments Inc. 0.00% Add +3.8% 138 $4K
High Note Wealth, LLC 0.00% Add +491.3% 136 $4K
Rachor Investment Advisory Services, LLC 0.00% — 133 $4K
Bellevue Asset Management, LLC 0.00% Reduce -27.1% 129 $4K
Manning & Napier Advisors LLC 0.00% New 125 $4K
1015 Capital Partners, LLC 0.00% — 122 $4K
Albion Financial Group 0.00% New 120 $3K
Fairman Group, LLC 0.00% Add +400.0% 120 $3K
United Financial Planning Group LLC 0.00% Add +2240.0% 117 $3K
Caitlin John, LLC 0.00% No change 113 $3K
Tanglewood Legacy Advisors, LLC 0.00% No change 112 $3K
Measured Wealth Private Client Group, LLC 0.00% No change 111 $3K
FWL Investment Management, LLC 0.00% New 109 $3K
Bangor Savings Bank 0.00% Add +43.4% 109 $3K
Quaker Wealth Management, LLC 0.00% Add +2.9% 106 $3K
IMA Advisory Services, Inc. 0.00% New 106 $3K
Compass Financial Services Inc 0.00% Reduce -77.0% 103 $3K
Tucker Asset Management LLC 0.00% New 102 $3K
Financial Freedom, LLC 0.00% Reduce -32.2% 101 $3K
Acumen Wealth Advisors, LLC 0.00% — 100 $3K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 100 $3K
Comprehensive Financial Planning, Inc. 0.00% Add +3200.0% 99 $3K
CNB Bank 0.00% Reduce -85.1% 97 $3K
Elevated Capital Advisors, LLC 0.00% New 97 $3K
MidAtlantic Capital Management, Inc. 0.00% New 96 $3K
Benson Wealth Management INC 0.00% — 95 $3K
Financially Speaking Inc 0.00% No change 93 $3K
Gen-Wealth Partners Inc 0.00% No change 87 $3K
Robinswood Financial LLC 0.00% Reduce -8.6% 85 $2K
Mb, Levis & Associates, LLC 0.00% Reduce -96.3% 83 $2K
DV Trading LLC 0.00% — 83 $2K
Evolution Wealth Management Inc. 0.00% Add +800.0% 81 $2K
WestEnd Advisors, LLC 0.00% No change 81 $2K
American Wealth Advisors, LLC 0.00% No change 75 $2K
Strategic Advocates LLC 0.00% No change 74 $2K
Paladin Partners, LLC 0.00% — 74 $2K
Glass Jacobson Investment Advisors llc 0.00% No change 72 $2K
Bank of New Hampshire 0.00% No change 72 $2K
Horizons Wealth Management 0.00% No change 71 $2K
Beaird Harris Wealth Management, LLC 0.00% No change 69 $2K
Pflug Koory, LLC 0.00% No change 68 $2K
Stone House Investment Management, LLC 0.00% Reduce -42.7% 67 $2K
Towne Trust Company, N.A 0.00% No change 65 $2K
American Capital Advisory, LLC 0.00% Reduce -23.8% 61 $2K
Adkins Seale Capital Management LLC 0.00% — 61 $2K
Abound Wealth Management 0.00% Reduce -82.3% 61 $2K
NorthAvenue LLC 0.00% — 60 $2K
Tidemark, LLC 0.00% No change 60 $2K
Indiana Trust & Investment Management Co 0.00% Add +90.3% 59 $2K
Morton Brown Family Wealth, LLC 0.00% No change 59 $2K
Bayban 0.00% — 55 $2K
Consultiva Wealth Management, Corp. 0.00% No change 54 $2K
Financial Gravity Asset Management, Inc. 0.00% No change 52 $1K
Edmond DE Rothschild Holding S.A. 0.00% No change 52 $1K
Turning Point Benefit Group, Inc. 0.00% Reduce -22.4% 52 $1K
Foster Dykema Cabot & Partners, LLC 0.00% Add +628.6% 51 $1K
Horizon Financial Services, LLC 0.00% No change 50 $1K
Proathlete Wealth Management LLC 0.00% New 50 $1K
Alerus Financial NA 0.00% No change 50 $1K
Winnacle Wealth LLC 0.00% No change 49 $1K
Navalign, LLC 0.00% New 49 $1K
Mascoma Wealth Management LLC 0.00% Add +500.0% 42 $1K
Three Bearings Fiduciary Advisors, Inc. 0.00% — 40 $1K
Monetary Solutions, Ltd 0.00% — 38 $1K
Chilton Capital Management LLC 0.00% Add +50.0% 36 $1K
Kingdom Financial Group LLC. 0.00% New 33 $951
Quattro Advisors LLC 0.00% — 32 $922
Seneschal Advisors, LLC 0.00% No change 30 $866
Sunrise Financial Services, LLC 0.00% — 29 $836
LGT Financial Advisors LLC 0.00% No change 28 $807
Bravera Wealth 0.00% — 28 $807
DHJJ Financial Advisors, Ltd. 0.00% No change 28 $807
Breakwater Investment Management 0.00% New 26 $750
Essential Partners LLC 0.00% No change 26 $749
Harbor Asset Planning, Inc. 0.00% No change 25 $721
Pandora Wealth, Inc. 0.00% No change 24 $692
Align Financial, LLC 0.00% — 692 $692
Hoey Investments, Inc. 0.00% No change 24 $692
EFG International AG 0.00% — 24 $692
Key Capital Management, INC 0.00% — 23 $663
REAP Financial Group, LLC 0.00% Add +2200.0% 23 $663
WealthCollab, LLC 0.00% No change 22 $635
Davis Capital Management 0.00% No change 22 $634
GGM Financial LLC 0.00% No change 22 $634
Bare Financial Services, Inc 0.00% New 22 $634
Bear Mountain Capital, Inc. 0.00% No change 21 $598
Wolff Wiese Magana LLC 0.00% Add +33.3% 20 $577
CrossGen Wealth, LLC 0.00% — 19 $548
Ransom Advisory, Ltd 0.00% New 18 $519
Accordant Advisory Group Inc 0.00% No change 16 $462
Murphy & Mullick Capital Management Corp 0.00% No change 16 $461
Operose Advisors LLC 0.00% New 14 $403
Parallax Volatility Advisers, L.P. 0.00% No change 10 $288
Curio Wealth, LLC 0.00% Add +14.3% 8 $234
Vermillion & White Wealth Management Group, LLC 0.00% Reduce -92.3% 8 $230
Kings Path Partners LLC 0.00% No change 7 $202
Toth Financial Advisory Corp. 0.00% Reduce -89.8% 5 $145
DT Investment Partners, LLC 0.00% No change 4 $116
ROSS\JOHNSON & Associates LLC 0.00% New 4 $115
Richard W. Paul & Associates, LLC 0.00% No change 4 $115
Abound Financial, LLC 0.00% New 4 $115
VSM Wealth Advisory, LLC 0.00% No change 4 $115
Investors Portfolio Services LLC 0.00% — 3 $87
Tower View Wealth Management LLC 0.00% No change 3 $87
Ankerstar Wealth, LLC 0.00% — 3 $86
Morse Asset Management, Inc 0.00% No change 2 $58
West Financial Advisors, LLC 0.00% No change 2 $58
KERR FINANCIAL PLANNING Corp 0.00% No change 2 $54
Valued Wealth Advisors LLC 0.00% No change 1 $29
First PREMIER Bank 0.00% No change 17 $0
Evolution Advisers, Inc. 0.00% No change 79 $0
Financial Connections Group, Inc. 0.00% No change 3 $0
Ball & Co Wealth Management Inc. 0.00% No change 33 $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.