Waste ManagementWM

13F holders, Q1 2024 (March 31)
1,972holders
10famous investors
$212.91avg. 13F price*

At the end of Q1 2024, 1,972 institutions reported holding Waste Management Inc. (WM) in their 13F filings. The largest holders were Vanguard Group Inc. ($7.7B), Gates Foundation Trust ($7.5B) and BlackRock Inc. ($6.1B). 10 famous investors held it, including Bill Gates / Michael Larson (16.4% of Gates Foundation Trust's portfolio), Mario Gabelli (0.4% of GAMCO Investors's portfolio) and Cliff Asness (0.2% of AQR Capital Management's portfolio).

Company
Waste Management Inc.
Sector
Utilities
CUSIP
94106L109
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,972Q1 2024Q2 2024: 2,003Q2 2024Q3 2024: 1,996Q3 2024Q4 2024: 2,131Q4 2024Q1 2025: 2,205Q1 2025Q2 2025: 2,230Q2 2025Q3 2025: 2,179Q3 2025Q4 2025: 2,323Q4 2025Q1 2026: 2,371Q1 2026Q2 2026: 2,374Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions188$479.4M
Exits87$435.4M

Ownership 1,972 holders

Vanguard Group Inc. 0.15% Reduce -0.1% 36,119,575 $7.7B
Gates Foundation Trust 16.38% No change 35,234,344 $7.5B
BlackRock Inc. 0.14% Add +0.4% 28,778,674 $6.1B
State Street Corp. 0.18% Add +4.0% 18,567,182 $4.0B
Geode Capital Management, LLC 0.15% Add +3.5% 7,811,668 $1.7B
Morgan Stanley 0.12% Reduce -0.8% 7,205,888 $1.5B
Nordea Investment Management AB 1.18% Reduce -9.2% 4,675,093 $995.9M
Parnassus Investments, LLC 2.13% Reduce -2.7% 4,671,683 $995.8M
Norges Bank 0.16% Add +6.4% 4,662,151 $993.7M
Pictet Asset Management Holding SA 1.07% Reduce -9.8% 4,614,949 $983.7M
Ameriprise Financial Inc. 0.27% Reduce -1.2% 4,510,660 $962.7M
Capital World Investors 0.15% Add +44.6% 4,226,869 $901.0M
Wells Fargo & Company 0.24% Reduce -1.6% 4,174,797 $889.9M
Bank of America Corp. 0.08% Add +13.8% 3,949,997 $841.9M
Capital Research Global Investors 0.19% Reduce -4.5% 3,891,294 $829.4M
Lazard Asset Management LLC 1.08% Reduce -5.3% 3,839,761 $818.4M
Goldman Sachs Group Inc. 0.17% Reduce -5.5% 3,820,164 $814.3M
Northern Trust Corp. 0.14% Reduce -4.8% 3,748,470 $799.0M
Amundi 0.33% Reduce -6.6% 3,777,488 $777.4M
Royal Bank of Canada 0.17% Add +51.7% 3,299,560 $703.3M
Legal & General Group Plc 0.19% Add +6.9% 3,017,888 $643.3M
Bank of New York Mellon Corp 0.12% Reduce -3.3% 2,908,200 $619.9M
Clearbridge Investments, LLC 0.48% Reduce -3.3% 2,822,409 $601.6M
Alliancebernstein L.P. 0.19% Reduce -4.0% 2,533,961 $540.1M
JPMorgan Chase & Co. 0.05% Add +60.7% 2,386,482 $508.7M
Stifel Financial Corp. 0.58% Reduce -1.6% 2,385,615 $508.5M
California Public Employees Retirement System 0.36% Reduce -3.0% 2,376,646 $506.6M
Brown Brothers Harriman & Co. 3.56% Reduce -1.5% 2,171,464 $462.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.16% Reduce -1.6% 2,130,768 $454.2M
Charles Schwab Investment Management Inc. 0.10% Add +1.6% 2,028,460 $432.4M
Dimensional Fund Advisors LP 0.12% Add +3.4% 1,996,009 $425.4M
Invesco Ltd. 0.09% Reduce -1.2% 1,888,623 $402.6M
Deutsche Bank AG 0.19% Reduce -6.3% 1,878,235 $400.3M
Banque Pictet & Cie SA 4.06% Add +8299.1% 1,814,196 $386.7M
Impax Asset Management Group plc 1.42% Reduce -6.0% 1,737,194 $370.3M
Jensen Investment Management Inc. 2.81% Reduce -0.5% 1,725,604 $367.8M
Bank of Montreal 0.12% Reduce -3.1% 1,700,640 $364.0M
Ninety One UK Ltd 0.97% Reduce -12.4% 1,624,605 $346.3M
Nuveen Asset Management, LLC 0.10% Reduce -10.8% 1,607,516 $343.6M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.24% Reduce -3.9% 1,423,956 $303.5M
Mirova US LLC 4.05% Add +54.8% 1,414,737 $301.6M
Sustainable Growth Advisers, LP 1.26% New 1,410,248 $300.6M
Storebrand Asset Management As 1.02% Reduce -1.5% 1,398,082 $298.0M
UBS Group AG 0.09% Add +0.3% 1,331,195 $283.7M
Capital International Investors 0.06% Reduce -12.5% 1,330,676 $283.6M
Credit Suisse AG/ 0.26% Reduce -10.0% 1,260,594 $268.7M
Barclays PLC 0.12% Reduce -25.1% 1,213,935 $258.8M
Swiss National Bank 0.18% Reduce -4.8% 1,206,300 $257.1M
Neuberger Berman Group LLC 0.20% Reduce -17.8% 1,151,633 $245.5M
APG Asset Management N.V. 0.40% Add +3.5% 1,169,987 $230.9M
HSBC Holdings PLC 0.16% Add +12.7% 1,062,877 $226.5M
Sumitomo Mitsui Trust Group, Inc. 0.15% Reduce -2.2% 1,055,891 $225.1M
Raymond James & Associates 0.15% Add +0.8% 1,031,593 $219.9M
Caisse de depot et placement du Quebec 0.49% Reduce -47.9% 953,103 $203.2M
Envestnet Asset Management Inc. 0.08% Reduce -6.3% 948,543 $202.2M
Swedbank AB 0.27% Add +18.5% 909,947 $194.0M
AMF Tjanstepension AB 1.36% Reduce -46.2% 841,581 $179.4M
Rhumbline Advisers 0.17% Add +7.6% 826,149 $176.1M
FMR LLC 0.01% Add +4.6% 706,249 $150.5M
LPL Financial LLC 0.08% Add +3.0% 703,591 $150.0M
National Pension Service 0.17% Reduce -0.7% 662,212 $141.2M
New York State Common Retirement Fund 0.19% Add +0.6% 661,108 $140.9M
Aberdeen Group plc 0.27% Reduce -2.5% 649,742 $138.5M
Candriam S.C.A. 0.88% Reduce -2.6% 639,796 $136.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.15% Reduce -13.9% 609,072 $129.8M
Bessemer Group Inc. 0.23% Reduce -5.6% 606,953 $129.4M
Ensign Peak Advisors, Inc 0.23% Add +2.3% 597,942 $127.5M
Scotia Capital Inc. 0.74% Reduce -4.8% 581,521 $123.9M
Regions Financial Corp. 0.92% Reduce -1.6% 566,478 $120.7M
Agf Management Ltd. 0.67% Reduce -8.6% 560,501 $119.5M
Johnson Investment Counsel Inc. 1.29% Reduce -2.0% 558,584 $119.1M
Allianz Asset Management GmbH 0.20% Reduce -9.5% 554,740 $118.2M
DekaBank Deutsche Girozentrale 0.22% Add +0.4% 550,473 $118.0M
California State Teachers Retirement System 0.15% Reduce -4.2% 552,583 $117.8M
PNC Financial Services Group, Inc. 0.08% Reduce -2.4% 552,195 $117.7M
T. Rowe Price Associates Inc. 0.01% Add +3.6% 532,819 $113.6M
Mariner, LLC 0.23% Add +2.7% 528,017 $112.5M
D. E. Shaw & Co. 0.16% Add +337.0% 526,820 $112.3M
Prudential Financial Inc. 0.15% Add +96.8% 514,249 $109.6M
Arrowstreet Capital, Limited Partnership 0.10% Add +127.7% 509,997 $108.7M
Aviva PLC 0.35% Reduce -6.3% 491,202 $104.7M
Wealth Enhancement Advisory Services, LLC 0.27% Reduce -1.4% 490,244 $104.5M
Corient Private Wealth LP 0.18% Add +4.5% 469,910 $100.2M
Bank Julius Baer & Co. Ltd, Zurich 0.38% Add +6.8% 471,754 $99.3M
Principal Financial Group Inc. 0.06% Reduce -1.3% 460,924 $98.2M
TCTC Holdings, LLC 3.24% Add +0.1% 457,944 $97.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.13% Add +17.4% 456,940 $97.4M
AQR Capital Management 0.17% Reduce -9.4% 456,527 $97.3M
Empower Advisory Group, LLC 0.35% Reduce -0.5% 434,029 $92.5M
Manufacturers Life Insurance Company, The 0.08% Reduce -15.2% 425,971 $90.8M
BNP Paribas Financial Markets 0.11% Add +5.4% 419,803 $89.5M
Bahl & Gaynor LLC 0.50% Add +6.2% 419,123 $89.3M
Lord, Abbett & Co. LLC 0.28% No change 408,763 $87.1M
Massachusetts Financial Services Co. 0.03% Reduce -3.4% 404,453 $86.2M
Abn Amro Investment Solutions 1.48% Reduce -7.5% 399,156 $85.1M
FIL Ltd 0.08% Reduce -3.4% 389,451 $83.0M
Baird Financial Group, Inc. 0.17% Reduce -1.8% 388,808 $82.9M
Renaissance Technologies 0.13% Add +7.2% 388,500 $82.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.22% Reduce -9.0% 380,623 $81.1M
Mitsubishi UFJ Trust & Banking Corp 0.18% Reduce -1.1% 375,460 $80.0M
Korea Investment CORP 0.20% Reduce -13.1% 370,271 $78.9M
Janus Henderson Group PLC 0.04% Reduce -5.0% 362,987 $77.4M
State Board of Administration of Florida Retirement System 0.18% Add +8.5% 473,954 $77.3M
Locust Wood Capital Advisers, LLC 3.04% Reduce -17.0% 361,582 $77.1M
Natixis Advisors, LLC 0.18% Add +11.1% 360,434 $76.8M
Acadian Asset Management LLC 0.26% Add +235.3% 353,526 $75.3M
Guggenheim Capital LLC 0.53% Add +9.1% 349,924 $74.6M
Allspring Global Investments Holdings, LLC 0.12% Add +10.0% 347,361 $74.0M
Schroder Investment Management Group 0.09% Reduce -12.4% 345,317 $73.6M
Kornitzer Capital Management Inc. 1.35% Reduce -1.7% 343,072 $73.1M
Rathbones Group PLC 0.42% Add +1.1% 339,057 $72.3M
Franklin Resources Inc. 0.02% Reduce -2.6% 334,637 $71.3M
First Trust Advisors LP 0.07% Reduce -16.9% 329,556 $70.2M
Investment Management Corp of Ontario 2.07% Reduce -19.3% 326,454 $69.6M
Danske Bank A/S 0.22% — 323,494 $69.0M
New York State Teachers Retirement System 0.14% Reduce -0.7% 320,649 $68.3M
Russell Investments Group, Ltd. 0.11% Add +18.5% 318,238 $67.8M
CANADA LIFE ASSURANCE Co 0.13% Add +20.5% 300,871 $64.2M
Citigroup Inc. 0.07% Reduce -38.3% 294,658 $62.8M
Ami Asset Management Corp. 3.17% Add +0.2% 291,415 $62.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.22% Reduce -38.8% 290,881 $62.0M
National Bank of Canada 0.11% Add +3.8% 289,371 $61.2M
Bartlett & Co. Wealth Management LLC 0.93% Reduce -0.6% 284,006 $60.5M
Wellington Management Group LLP 0.01% Reduce -9.6% 282,751 $60.3M
Los Angeles Capital Management LLC 0.21% Reduce -9.5% 282,586 $60.2M
Commonwealth Equity Services, LLC 0.10% Add +2.1% 278,039 $59.3M
Employees Retirement System of Texas 0.65% No change 278,000 $59.3M
Raymond James Financial Services Advisors, Inc. 0.09% Add +3.2% 277,291 $59.1M
Voloridge Investment Management, LLC 0.21% Reduce -63.4% 271,234 $57.8M
Retirement Systems of Alabama 0.22% Add +0.0% 268,017 $57.1M
HighTower Advisors, LLC 0.09% Reduce -1.4% 268,076 $57.1M
Capital Fund Management S.A. 0.70% Add +122.2% 267,288 $57.0M
King Luther Capital Management Corp. 0.26% Reduce -1.1% 263,332 $56.1M
Commerce Bank 0.37% Reduce -1.8% 261,668 $55.8M
Osaic Holdings, Inc. 0.12% Reduce -29.7% 258,268 $55.1M
Fifth Third Bancorp 0.21% Reduce -2.4% 256,585 $54.7M
Northwest & Ethical Investments L.P. 1.58% Reduce -2.1% 256,485 $54.7M
Janney Montgomery Scott LLC 0.16% Add +0.3% 251,813 $53.7M
Compagnie Lombard Odier SCmA 0.94% Add +8.2% 247,804 $52.8M
Ycg, LLC 4.14% Reduce -1.0% 248,593 $52.0M
Berkshire Asset Management LLC 2.74% Add +2.3% 243,152 $51.8M
AXA S.A. 0.16% Add +12.2% 241,596 $51.5M
ING Groep NV 0.35% Add +329.5% 239,672 $51.1M
Covea Finance 2.39% Add +1.8% 237,674 $50.7M
Sabal Trust CO 2.93% Reduce -1.9% 236,866 $50.5M
State of Wisconsin Investment Board 0.13% Add +7.9% 234,991 $50.1M
Gateway Investment Advisers LLC 0.57% Reduce -0.0% 233,020 $49.7M
US Bancorp \de 0.07% Reduce -2.0% 232,542 $49.6M
State of New Jersey Common Pension Fund D 0.15% Add +1.4% 229,080 $48.8M
Citadel Advisors 0.05% Reduce -66.8% 228,649 $48.7M
Victory Capital Management Inc. 0.05% Reduce -5.8% 221,171 $47.1M
W1M Asset Management Ltd 3.58% Reduce -2.2% 219,927 $46.9M
Gabelli Funds LLC 0.34% Reduce -4.8% 215,900 $46.0M
M&T Bank Corp 0.16% Reduce -2.1% 215,435 $45.9M
Cibc World Market Inc. 0.12% Add +2.1% 212,443 $45.3M
Park National Corp. 1.74% Reduce -0.7% 212,319 $45.3M
Asset Management One Co., Ltd. 0.17% Reduce -6.3% 212,133 $45.2M
Toronto Dominion Bank 0.07% Add +1.3% 210,903 $45.0M
Chevy Chase Trust Holdings, LLC 0.14% Reduce -0.9% 204,028 $43.5M
Mediolanum International Funds Ltd 0.71% — 202,785 $43.4M
Public Employees Retirement System of Ohio 0.17% Reduce -6.5% 201,754 $43.0M
KCM Investment Advisors LLC 1.56% Reduce -0.9% 197,074 $42.0M
Prio Wealth Limited Partnership 1.19% Add +11.1% 192,867 $41.1M
Martingale Asset Management L P 0.81% Reduce -9.4% 191,005 $40.7M
Treasurer of the State of North Carolina 0.18% Reduce -1.9% 189,821 $40.5M
Resona Asset Management Co.,Ltd. 0.24% — 189,376 $40.4M
Truist Financial Corp. 0.06% Reduce -5.5% 187,673 $40.0M
Sei Investments Co. 0.06% Reduce -0.7% 187,635 $40.0M
Balyasny Asset Management L.P. 0.11% Add +1404.9% 187,587 $40.0M
Unigestion Holding SA 1.95% Add +37.8% 187,399 $39.9M
KBC Group NV 0.13% Reduce -35.6% 187,161 $39.9M
Railway Pension Investments Ltd 0.38% Add +2.4% 183,276 $39.1M
Handelsbanken Fonder AB 0.17% Reduce -13.6% 183,131 $39.0M
Bank of Nova Scotia 0.08% Reduce -5.7% 181,935 $38.8M
Cerity Partners LLC 0.10% Add +7.9% 181,510 $38.7M
Moody LYNN Lieberson & Walker, LLC 2.60% Add +0.1% 181,172 $38.6M
Clark Capital Management Group, Inc. 0.28% Add +1.2% 176,608 $37.6M
Two Sigma Investments, LP 0.10% Reduce -49.3% 176,007 $37.5M
STRS Ohio 0.15% Reduce -14.0% 175,954 $37.5M
GAMCO Investors 0.38% Reduce -5.3% 175,495 $37.4M
Savant Capital, LLC 0.43% Reduce -0.8% 174,900 $37.3M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.65% Add +32.4% 173,193 $36.9M
Cetera Investment Advisers 0.09% Add +188.6% 172,370 $36.7M
Calamos Advisors LLC 0.26% Reduce -2.9% 171,617 $36.6M
Westwood Holdings Group Inc. 0.29% Reduce -13.1% 170,216 $36.3M
Stock Yards Bank & Trust Co. 1.19% Reduce -1.6% 169,149 $36.1M
Stephens Inc. 0.55% Add +0.6% 167,074 $35.6M
Peapack Gladstone Financial Corp. 0.55% Reduce -1.1% 166,449 $35.5M
TD Asset Management Inc 0.03% Add +1.1% 166,142 $35.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.24% Add +7.3% 165,743 $35.3M
Mn Services Vermogensbeheer B.V. 0.25% Reduce -15.8% 162,900 $34.7M
Royal London Asset Management Ltd. 0.09% Reduce -0.1% 160,512 $34.2M
Focus Partners Wealth 0.28% Add +1481.7% 159,011 $33.9M
Healthcare of Ontario Pension Plan Trust Fund 0.12% Reduce -2.2% 155,955 $33.2M
Vontobel Holding Ltd. 0.26% Add +1.3% 154,893 $33.0M
Stack Financial Management, Inc 2.93% Reduce -0.3% 149,867 $31.9M
Systematic Alpha Investments, LLC 1.27% No change 149,216 $31.8M
Capital Advisors Inc. 0.67% Add +2.5% 146,465 $31.2M
Daiichi Life Insurance Co., Ltd. 0.70% Reduce -16.7% 144,722 $30.8M
Destination Wealth Management 1.01% Reduce -2.7% 142,693 $30.4M
Cambridge Trust Co. 1.15% Reduce -4.3% 142,497 $30.4M
Creative Planning 0.03% Add +3.0% 140,498 $29.9M
Pittenger & Anderson Inc. 1.21% Add +0.5% 139,535 $29.7M
Credit Agricole S A 0.51% Add +3.1% 144,330 $29.6M
Mackenzie Financial Corp. 0.04% Add +6.8% 138,683 $29.6M
Liberty One Investment Management, LLC 3.29% Reduce -2.3% 136,309 $29.1M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +35.1% 155,134 $28.7M
Baldwin Wealth Partners LLC 2.14% Reduce -1.4% 133,165 $28.4M
State of Tennessee, Department of Treasury 0.10% Reduce -21.3% 133,136 $28.4M
Investment House LLC 1.65% Add +9.6% 131,949 $28.1M
Chilton Capital Management LLC 1.32% Reduce -1.6% 130,869 $27.9M
Reynders McVeigh Capital Management, LLC 1.60% Add +1.6% 130,258 $27.8M
Voya Investment Management LLC 0.03% Reduce -3.1% 129,700 $27.6M
Teacher Retirement System of Texas 0.17% Add +32.3% 128,546 $27.4M
Degroof Petercam Asset Management 0.33% Reduce -4.5% 127,832 $27.2M
Susquehanna International Group, LLP 0.04% Reduce -60.7% 127,006 $27.1M
Adage Capital Partners Gp, L.L.C. 0.05% New 126,762 $27.0M
Trillium Asset Management, LLC 0.68% Reduce -0.4% 125,335 $26.7M
B. Metzler seel. Sohn & Co. AG 0.29% Reduce -4.1% 122,779 $26.2M
Nomura Asset Management Co. Ltd. 0.09% Add +3.5% 122,200 $26.0M
Robeco Institutional Asset Management B.V. 0.06% Add +94.8% 122,060 $26.0M
Oppenheimer & Co. Inc. 0.43% Reduce -0.6% 121,029 $25.8M
Partners Group Holding AG 2.32% Reduce -0.4% 119,794 $25.5M
Foster Dykema Cabot & Partners, LLC 2.37% Add +2.7% 119,260 $25.4M
Cwm, LLC 0.12% Reduce -8.6% 119,153 $25.4M
American International Group, Inc. 0.09% Reduce -1.2% 118,866 $25.3M
Galvin, Gaustad & Stein, LLC 2.33% Reduce -6.1% 117,390 $25.0M
Qube Research & Technologies Ltd 0.04% Add +67.0% 116,411 $24.8M
Blue Chip Partners, LLC 2.40% Add +2.0% 116,183 $24.8M
Arizona State Retirement System 0.17% Add +1.4% 115,583 $24.6M
Erste Asset Management GmbH 0.33% Reduce -4.2% 114,906 $24.6M
Captrust Financial Advisors 0.09% Reduce -13.9% 115,053 $24.5M
Bank Pictet & Cie (Europe) AG 0.63% New 112,870 $24.1M
Squarepoint Ops LLC 0.10% Reduce -12.8% 112,397 $24.0M
Weatherly Asset Management L. P. 2.25% Add +1.2% 108,949 $23.2M
Cambridge Investment Research Advisors, Inc. 0.09% Add +1.2% 108,757 $23.2M
Northeast Investment Management 1.12% Add +8.2% 106,913 $22.8M
Tocqueville Asset Management L.P. 0.37% Add +0.7% 106,502 $22.7M
Comerica Bank 0.10% Reduce -1.0% 105,721 $22.5M
Quilter Plc 0.53% Add +3.1% 104,647 $22.3M
Kayne Anderson Rudnick Investment Management LLC 0.05% Reduce -0.7% 104,300 $22.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.24% Add +4.9% 103,296 $22.0M
Rockefeller Capital Management L.P. 0.06% Add +2.4% 102,418 $21.8M
O'shaughnessy Asset Management, LLC 0.24% Add +47.6% 102,125 $21.8M
Marshall Wace, LLP 0.04% Reduce -6.0% 102,099 $21.8M
TD Waterhouse Canada Inc. 0.16% Add +4.2% 95,888 $21.7M
MetLife Investment Management, LLC 0.15% Reduce -3.0% 101,724 $21.7M
State of Michigan Retirement System 0.12% No change 100,388 $21.4M
Skandinaviska Enskilda Banken AB (publ) 0.10% Add +1.2% 99,912 $21.3M
Quintet Private Bank (Europe) S.A. 0.95% Reduce -15.2% 86,491 $21.3M
Forsta Ap-Fonden 0.18% Add +0.5% 98,600 $21.0M
USS Investment Management Ltd 0.17% Add +4.6% 98,201 $20.9M
Varma Mutual Pension Insurance Co 0.18% Add +152.3% 97,909 $20.9M
Avantax Advisory Services, Inc. 0.18% Add +6.0% 94,612 $20.2M
Commerzbank Aktiengesellschaft 0.67% Reduce -9.1% 94,108 $20.1M
Deroy & Devereaux Private Investment Counsel Inc. 1.23% Reduce -3.3% 93,965 $20.0M
Sapient Capital LLC 0.44% Reduce -1.6% 93,581 $19.9M
Financial Counselors Inc. 0.33% Reduce -1.7% 92,820 $19.8M
Formuepleje A/S 1.11% Reduce -8.4% 92,235 $19.7M
Westchester Capital Management, Inc. 4.90% Reduce -1.6% 91,641 $19.5M
Bailard, Inc. 0.53% Add +0.9% 90,415 $19.3M
Synovus Financial Corp. 0.24% Reduce -0.6% 88,397 $18.8M
Xponance LLC 0.20% Add +2.2% 87,401 $18.6M
CIBC Asset Management Inc 0.06% Add +1.5% 87,313 $18.6M
Canada Pension Plan Investment Board 0.02% Add +702.9% 87,118 $18.6M
Guardian Capital LP 0.64% Add +0.0% 85,905 $18.3M
Jane Street Group, LLC 0.02% Reduce -79.1% 85,622 $18.3M
Baker Chad R 3.88% Add +0.4% 85,570 $18.2M
Macquarie Group Ltd. 0.02% Reduce -53.7% 84,770 $18.1M
IFM Investors Pty Ltd 0.20% Reduce -0.7% 84,585 $18.0M
Dakota Wealth Management 0.45% Add +6.0% 84,288 $18.0M
United Bank 2.14% Reduce -12.8% 84,155 $17.9M
Townsend & Associates, Inc 2.08% Add +0.9% 85,642 $17.9M
Chesley Taft & Associates LLC 0.91% Add +0.5% 83,308 $17.8M
Wilbanks Smith & Thomas Asset Management LLC 0.49% Reduce -0.3% 82,698 $17.6M
Cresset Asset Management, LLC 0.09% Add +13.3% 82,168 $17.5M
Amalgamated Bank 0.15% Reduce -14.7% 81,983 $17.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.12% Add +0.3% 80,463 $17.2M
Edge Wealth Management LLC 3.60% Add +0.1% 80,306 $17.1M
Epoch Investment Partners, Inc. 0.08% Reduce -2.2% 79,276 $16.9M
Nisa Investment Advisors, LLC 0.11% Reduce -1.8% 78,971 $16.8M
Daiwa Securities Group Inc. 0.10% Add +5.8% 78,465 $16.7M
Ziegler Capital Management, LLC 0.63% Add +2.3% 78,099 $16.6M
CIBC Private Wealth Group LLC 0.03% Reduce -7.3% 78,153 $16.6M
Orion Porfolio Solutions, LLC 0.18% Add +81.2% 78,062 $16.6M
Orion Portfolio Solutions, LLC 0.18% Add +81.2% 78,062 $16.6M
Nissay Asset Management Corp. /Japan 0.11% Add +58.6% 77,559 $16.5M
Pathstone Holdings, LLC 0.08% Add +15.6% 76,194 $16.2M
Texas Permanent School Fund Corp. 0.13% Add +0.1% 75,764 $16.1M
Nixon Peabody Trust Co. 1.45% Add +3.8% 74,026 $15.8M
Farmers & Merchants Investments Inc. 0.53% Reduce -0.4% 73,850 $15.7M
MML Investors Services, LLC 0.06% Add +8.2% 73,420 $15.7M
Concentric Capital Strategies, LP 1.00% New 73,019 $15.6M
TCV Trust & Wealth Management, Inc. 1.47% Reduce -3.2% 71,956 $15.3M
DNB Asset Management AS 0.08% Reduce -52.5% 71,624 $15.3M
Quantinno Capital Management LP 0.33% Add +140.6% 70,749 $15.1M
D.A. Davidson & Co. 0.14% Reduce -2.1% 70,637 $15.1M
Utah Retirement Systems 0.18% No change 70,528 $15.0M
Pinnacle Associates Ltd. 0.24% Reduce -1.3% 70,159 $15.0M
Intech Investment Management LLC 0.21% Reduce -2.5% 70,118 $14.9M
Associated Banc-Corp 0.47% Reduce -1.5% 70,080 $14.9M
LSV Asset Management 0.03% No change 69,700 $14.9M
Banco Santander, S.A. 0.18% Add +1.7% 69,328 $14.8M
Avalon Trust Co 1.21% Reduce -0.7% 69,321 $14.8M
Ninety One North America, Inc. 0.71% Reduce -3.2% 68,823 $14.7M
Sequoia Financial Advisors, LLC 0.18% Reduce -6.6% 68,713 $14.6M
Jamison Private Wealth Management, Inc. 2.46% Reduce -0.6% 68,214 $14.5M
Atwater Malick LLC 5.11% Add +1.6% 67,992 $14.5M
Clarkston Capital Partners, LLC 0.25% Add +0.2% 66,824 $14.2M
First Personal Financial Services 3.30% Reduce -3.0% 66,814 $14.2M
Kestra Advisory Services, LLC 0.10% Add +2.9% 66,743 $14.2M
Andra AP-fonden 0.25% Add +101.8% 66,400 $14.2M
State of Alaska, Department of Revenue 0.16% Reduce -11.0% 65,761 $14.0M
Duff & Phelps Investment Management Co. 0.17% Reduce -13.2% 65,716 $14.0M
Czech National Bank 0.18% Add +0.5% 64,490 $13.7M
Brown Advisory Inc. 0.02% Add +3.7% 63,985 $13.6M
Mirova 2.41% Add +40.9% 63,825 $13.6M
West Coast Financial LLC 1.64% Reduce -1.4% 63,462 $13.5M
Private Advisor Group, LLC 0.10% Reduce -0.9% 62,679 $13.4M
MainStreet Investment Advisors LLC 1.59% Reduce -0.5% 62,209 $13.3M
Walleye Capital LLC 0.16% Add +9480.5% 61,986 $13.2M
Tompkins Financial Corp. 1.47% Reduce -0.1% 61,044 $13.0M
United Asset Strategies, Inc. 1.30% Add +1.0% 60,865 $13.0M
CI Investments Inc. 0.05% Add +3.5% 60,861 $13.0M
Natixis 0.07% Reduce -3.5% 60,377 $12.9M
First Fiduciary Investment Counsel, Inc. 2.66% Reduce -0.9% 60,076 $12.8M
Perpetual Ltd 0.13% Add +9.2% 60,067 $12.8M
Man Group plc 0.03% Add +94.0% 59,094 $12.6M
Moors & Cabot, Inc. 0.68% Add +0.3% 58,941 $12.6M
Blair William & Co. 0.04% Add +3.4% 58,733 $12.5M
Carmignac Gestion 0.20% Reduce -22.8% 58,723 $12.5M
Vancity Investment Management Ltd 1.48% Add +3.8% 58,319 $12.4M
MassMutual Private Wealth & Trust, FSB 0.39% Reduce -5.4% 58,105 $12.4M
Hemenway Trust Co LLC 1.07% Reduce -7.2% 57,866 $12.3M
Public Employees Retirement Association of Colorado 0.05% Reduce -4.2% 57,758 $12.3M
HFR Wealth Management, LLC 3.11% Add +0.2% 57,710 $12.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +0.5% 57,652 $12.3M
Calamos Wealth Management LLC 0.70% Add +0.9% 57,609 $12.3M
Yousif Capital Management, LLC 0.14% Reduce -4.0% 57,542 $12.3M
Colonial Trust Advisors 1.20% Reduce -1.0% 57,080 $12.2M
Sand Hill Global Advisors, LLC 0.57% Reduce -5.7% 56,721 $12.1M
TLW Wealth Management, LLC 7.69% Reduce 0.0% 56,668 $12.1M
Sit Investment Associates Inc. 0.28% Reduce -25.1% 56,570 $12.1M
New York Life Investment Management LLC 0.12% Reduce -3.3% 56,068 $12.0M
SG Americas Securities, LLC 0.06% Add +208.4% 55,934 $11.9M
Wealthfront Advisers LLC 0.04% Add +5.6% 55,894 $11.9M
Jackson Square Partners, LLC 0.49% Reduce -7.8% 55,608 $11.9M
Core Alternative Capital 2.12% Reduce -15.2% 55,501 $11.8M
First Horizon Advisors, Inc. 0.36% Add +4.6% 55,260 $11.8M
First National Trust Co 0.48% Reduce -19.2% 55,245 $11.8M
Independent Advisor Alliance 0.43% Add +1.5% 55,244 $11.8M
Employees Provident Fund Board 0.21% Reduce -76.4% 55,000 $11.7M
WASHINGTON TRUST Co 0.43% Reduce -1.2% 54,834 $11.7M
MAI Capital Management 0.12% Add +40.8% 54,672 $11.7M
Vestcor Inc 0.40% Reduce -2.0% 54,478 $11.6M
American Century Companies Inc. 0.01% Add +3.0% 54,431 $11.6M
Knights of Columbus Asset Advisors LLC 0.83% Add +71.7% 54,045 $11.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.14% Add +2.8% 53,942 $11.5M
Motco 0.68% Add +2.1% 53,604 $11.4M
Bard Financial Services, Inc. 1.21% No change 53,460 $11.4M
Chartwell Investment Partners, LLC 0.39% Add +0.9% 53,061 $11.3M
BLB&B Advisors, LLC 0.63% Reduce -1.4% 52,494 $11.2M
Raymond James Trust N.A. 0.27% Add +0.6% 52,477 $11.2M
Envestnet Portfolio Solutions, Inc. 0.04% Add +11.6% 52,464 $11.2M
Van Eck Associates Corp. 0.02% Add +14.5% 52,170 $11.1M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.26% Add +2.4% 52,158 $11.1M
Thematics Asset Management 0.46% Reduce -25.7% 52,024 $11.1M
Punch & Associates Investment Management, Inc. 0.64% Reduce -5.5% 51,928 $11.1M
Mercer Global Advisors Inc. 0.03% Add +11.3% 50,463 $10.8M
Atria Wealth Solutions, Inc. 0.12% Add +9.4% 50,387 $10.7M
Federation des caisses Desjardins du Quebec 0.08% Add +0.8% 49,788 $10.6M
TSP Capital Management Group, LLC 3.32% No change 48,450 $10.3M
Mutual of America Capital Management LLC 0.11% Reduce -2.2% 48,071 $10.2M
City Holding Co. 1.53% Add +1.0% 47,711 $10.2M
Sigma Planning Corp 0.32% Add +98.3% 47,636 $10.2M
Hayek Kallen Investment Management 3.88% Add +0.4% 47,485 $10.1M
Carnegie Investment Counsel 0.31% Reduce -0.6% 47,385 $10.1M
Federated Hermes, Inc. 0.02% Reduce -1.0% 47,165 $10.1M
Fulcrum Capital LLC 2.37% Add +0.1% 46,903 $10.0M
Tredje AP-fonden 0.10% Reduce -17.6% 46,857 $10.0M
ProShare Advisors LLC 0.03% Reduce -3.4% 46,660 $9.9M
HighPoint Advisor Group LLC 0.70% Reduce -0.7% 46,834 $9.9M
Thrivent Financial for Lutherans 0.02% Reduce -28.5% 46,265 $9.9M
Ofi Invest Asset Management 0.27% Add +65.0% 47,917 $9.8M
Burns J W & Co. Inc. 1.35% Reduce -1.8% 45,485 $9.7M
Douglass Winthrop Advisors, LLC 0.20% Add +0.8% 45,447 $9.7M
GLOBALT Investments LLC / GA 0.38% Reduce -3.6% 45,098 $9.6M
Pacer Advisors, Inc. 0.02% Reduce -3.5% 44,978 $9.6M
TCW Group Inc. 0.10% Reduce -13.1% 44,642 $9.5M
Miramar Capital, LLC 2.40% Reduce -0.8% 45,169 $9.5M
McKinley Carter Wealth Services, Inc. 0.62% Add +3.8% 43,543 $9.3M
Buck Wealth Strategies, LLC 3.19% Add +0.2% 43,508 $9.3M
Woodline Partners LP 0.09% Add +13.3% 43,265 $9.2M
BI Asset Management Fondsmaeglerselskab A/S 0.17% Add +153.4% 42,992 $9.2M
Prudential PLC 0.08% Reduce -18.2% 42,774 $9.1M
Generate Investment Management Ltd 0.71% No change 42,746 $9.1M
Millennium Management 0.01% Reduce -88.0% 41,523 $8.9M
Cibc World Markets Corp. 0.06% Reduce -14.0% 41,501 $8.8M
Miller Howard Investments Inc. 0.29% Reduce -7.8% 41,269 $8.8M
Walleye Trading LLC 0.14% Add +118.2% 40,857 $8.7M
Huntington National Bank 0.09% Add +1.8% 40,560 $8.6M
Vanguard Personalized Indexing Management, LLC 0.19% Add +15.3% 40,535 $8.6M
HB Wealth Management, LLC 0.11% Add +0.1% 40,408 $8.6M
Palmer Knight Co 4.18% Add +2.0% 40,271 $8.6M
Inlet Private Wealth, LLC 2.39% Reduce -1.3% 40,181 $8.6M
Ilmarinen Mutual Pension Insurance Co 0.10% No change 40,000 $8.5M
Strategic Advisors LLC 1.67% Reduce -1.3% 39,650 $8.5M
Tidal Investments LLC 0.14% Add +0.1% 39,120 $8.3M
NewEdge Advisors, LLC 0.07% Reduce -0.4% 38,978 $8.3M
Sandy Spring Bank 0.38% Reduce -2.3% 38,942 $8.3M
Purus Wealth Management, LLC 4.09% Add +4.7% 38,858 $8.3M
Hamilton Point Investment Advisors, LLC 1.58% Reduce -1.1% 37,842 $8.1M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Add +56.1% 36,866 $7.9M
Elo Mutual Pension Insurance Co 0.18% Add +4.1% 36,802 $7.8M
Aquatic Capital Management LLC 0.26% New 36,800 $7.8M
Hartford Financial Management Inc. 1.63% No change 36,109 $7.7M
Trexquant Investment LP 0.15% Add +282.0% 35,677 $7.6M
Beacon Pointe Advisors, LLC 0.08% Reduce -1.8% 35,283 $7.5M
SVB Wealth LLC 0.17% Add +2.0% 34,738 $7.4M
Crossmark Global Holdings, Inc. 0.14% Add +4.9% 34,727 $7.4M
Wealth Advisors of Tampa Bay, LLC 3.50% Reduce -3.1% 34,556 $7.4M
Vestor Capital, LLC 0.62% Reduce -1.8% 34,329 $7.3M
Journey Advisory Group, LLC 0.89% Add +3.1% 33,900 $7.2M
Quadrature Capital Ltd 0.12% Add +25.8% 33,718 $7.2M
Hantz Financial Services, Inc. 0.14% Reduce -6.9% 33,678 $7.2M
Gulf International Bank (UK) Ltd 0.18% Add +0.5% 33,590 $7.2M
Steward Partners Investment Advisory, LLC 0.08% Add +2.8% 33,579 $7.2M
Schnieders Capital Management LLC 1.49% Reduce -0.6% 33,479 $7.1M
DLK Investment Management, LLC 3.02% Reduce -0.4% 33,297 $7.1M
Leavell Investment Management, Inc. 0.41% Reduce -1.1% 33,124 $7.1M
Meiji Yasuda Asset Management Co Ltd. 0.30% Add +23.9% 33,094 $7.1M
Northeast Financial Consultants Inc 0.34% Add +2.8% 32,804 $7.0M
Palumbo Wealth Management LLC 3.10% Reduce -1.2% 32,438 $6.9M
WoodTrust Financial Corp 1.09% Reduce -50.9% 32,413 $6.9M
CIC Wealth, LLC 2.01% Reduce -1.6% 32,353 $6.9M
Glenmede Trust Co. NA 0.03% Reduce -1.6% 32,130 $6.8M
Sitrin Capital Management LLC 3.74% Reduce -2.4% 32,115 $6.8M
Exencial Wealth Advisors, LLC 0.25% Reduce -4.2% 31,846 $6.8M
RBA Wealth Management, LLC 2.73% Reduce -1.3% 31,626 $6.7M
Windward Capital Management Co. 0.56% Reduce -1.6% 31,405 $6.7M
UMB Bank, n.a. 0.11% Reduce -0.1% 31,341 $6.7M
DAVENPORT & Co LLC 0.04% Add +2.6% 31,323 $6.7M
Oregon Public Employees Retirement Fund 0.13% Add +9.6% 31,302 $6.7M
Wedge Capital Management L L P 0.11% Reduce -45.9% 31,267 $6.7M
Haverford Trust Co 0.07% Reduce -8.0% 31,267 $6.7M
Bokf, NA 0.12% Reduce -1.2% 31,179 $6.6M
Anchor Investment Management, LLC 0.69% Reduce -0.6% 30,948 $6.6M
Swiss Life Asset Management Ltd 0.09% Reduce -78.7% 30,767 $6.6M
Maryland State Retirement & Pension System 0.13% Add +0.9% 31,929 $6.5M
Ascent Wealth Partners, LLC 0.97% Reduce -22.2% 30,634 $6.5M
LVM Capital Management Ltd. 0.77% No change 30,590 $6.5M
Rafferty Asset Management, LLC 0.02% Reduce -0.8% 30,485 $6.5M
Asset Advisors Investment Management, LLC 0.73% Add +9.6% 30,478 $6.5M
Lombard Odier Asset Management (Switzerland) SA 0.46% New 30,426 $6.5M
Teachers Retirement System of the State of Kentucky 0.06% Reduce -5.3% 30,273 $6.5M
Centiva Capital, LP 0.39% New 30,118 $6.4M
First Citizens Bank & Trust Co. 0.12% Add +18.9% 29,989 $6.4M
Trust Co. of Vermont 0.36% Add +6.0% 29,975 $6.4M
Beacon Financial Group 0.73% Reduce -4.6% 29,739 $6.3M
Cornerstone Advisors, LLC 0.26% Reduce -7.8% 29,600 $6.3M
McKinley Capital Management LLC 0.76% Reduce -5.8% 29,584 $6.3M
Ellsworth Advisors, LLC 1.78% Add +1.7% 30,229 $6.2M
Munro Partners 0.22% Reduce -5.1% 28,858 $6.2M
Salem Investment Counselors Inc. 0.20% Add +12.8% 28,797 $6.1M
CFO4Life Group, LLC 1.10% Reduce -2.6% 28,506 $6.1M
NorthCoast Asset Management LLC 0.08% Add +17.0% 28,175 $6.0M
Chilton Investment Co. Inc. 0.16% Reduce -0.5% 28,131 $6.0M
Colonial Trust Co / SC 1.12% Add +0.6% 27,976 $6.0M
QRG Capital Management, Inc. 0.08% Add +3.5% 27,890 $5.9M
Kentucky Retirement Systems 0.18% Reduce -5.1% 27,835 $5.9M
Donaldson Capital Management, LLC 0.25% Add +5.8% 27,770 $5.9M
Brookstone Capital Management 0.10% Reduce -24.3% 27,547 $5.9M
Trinity Legacy Partners, LLC 1.71% Reduce -9.3% 27,387 $5.8M
LS Investment Advisors, LLC 0.92% Add +31.4% 27,145 $5.8M
Sandhill Capital Partners LLC 0.46% Reduce -1.8% 27,141 $5.8M
Townsquare Capital LLC 0.08% Reduce -8.2% 26,977 $5.8M
Sumitomo Life Insurance Co. 0.15% Add +14.6% 29,959 $5.7M
Principle Wealth Partners LLC 0.45% Reduce -0.5% 26,814 $5.7M
Integrated Wealth Concepts LLC 0.08% Add +1.2% 26,758 $5.7M
Pinnacle Financial Partners Inc 0.12% Reduce -1.7% 26,704 $5.7M
Glen Eagle Advisors, LLC 1.08% Reduce -1.1% 26,652 $5.7M
AE Wealth Management LLC 0.06% Reduce -74.4% 26,622 $5.7M
Red Door Wealth Management, LLC 1.09% Add +6.9% 26,581 $5.7M
Bradley Foster & Sargent Inc. 0.10% Add +0.9% 26,405 $5.6M
Bar Harbor Wealth Management 0.38% Add +0.2% 26,390 $5.6M
Hall Laurie J Trustee 1.98% Reduce -0.4% 26,380 $5.6M
Bowen Hanes & Co. Inc. 0.16% Reduce -1.3% 26,331 $5.6M
Keybank National Association 0.02% Add +0.0% 25,842 $5.5M
Kestra Private Wealth Services, LLC 0.12% Reduce -0.3% 25,588 $5.5M
Royal Fund Management, LLC 0.63% Add +2.9% 25,481 $5.5M
Garrison Asset Management, LLC 2.84% Reduce -1.3% 25,377 $5.4M
CENTRAL TRUST Co 0.13% Add +4.3% 25,286 $5.4M
B. Riley Wealth Advisors, Inc. 0.15% Add +0.3% 35,324 $5.4M
Strategy Asset Managers LLC 1.15% Add +1.9% 25,183 $5.4M
Marietta Wealth Management, LLC 0.87% Reduce -1.4% 24,696 $5.3M
Institutional & Family Asset Management, LLC 0.84% Reduce -3.2% 24,628 $5.2M
NTV Asset Management LLC 0.80% Add +0.1% 24,618 $5.2M
Regal Investment Advisors LLC 0.36% Reduce -2.8% 24,615 $5.2M
Jefferies Financial Group Inc. 0.11% Reduce -19.8% 24,410 $5.2M
Alaska Permanent Fund Corp 0.08% Add +240.6% 24,383 $5.2M
Banque Cantonale Vaudoise 0.20% Reduce -3.4% 24,152 $5.1M
Westhampton Capital, LLC 2.78% Reduce -0.8% 23,870 $5.1M
Parallax Volatility Advisers, L.P. 0.17% New 23,848 $5.1M
Benjamin F. Edwards & Company, Inc. 0.09% Reduce -3.4% 23,761 $5.1M
Hartford Investment Management Co. 0.18% Reduce -4.1% 23,707 $5.1M
Brookfield Corp 0.03% Add +9.3% 23,268 $5.0M
McDonough Capital Management, Inc 3.91% Add +2.0% 23,248 $5.0M
Chapman Investment Management, LLC 3.63% Reduce -1.1% 23,118 $4.9M
Global Retirement Partners, LLC 0.18% Reduce -0.5% 23,096 $4.9M
Advisors Asset Management, Inc. 0.09% Add +11.5% 23,009 $4.9M
Alps Advisors Inc. 0.03% Reduce -0.4% 22,898 $4.9M
Stanley-Laman Group, Ltd. 0.63% Reduce -0.4% 22,881 $4.9M
Snowden Capital Advisors LLC 0.15% Add +3.2% 22,721 $4.8M
Prime Capital Investment Advisors, LLC 0.07% Add +6.2% 22,638 $4.8M
Mitchell Capital Management Co. 0.92% Add +3.2% 22,516 $4.8M
Siemens Fonds Invest GmbH 0.37% Reduce -0.9% 22,508 $4.8M
Moran Wealth Management, LLC 0.15% Reduce -8.3% 22,344 $4.8M
Patrick Mauro Investment Advisor, INC. 2.69% Reduce -8.3% 22,220 $4.7M
First National Bank of Omaha 0.32% Reduce -44.0% 20,407 $4.7M
Jump Financial, LLC 0.13% Add +318.6% 22,109 $4.7M
Great Diamond Partners, LLC 1.08% Add +0.6% 22,101 $4.7M
Verition Fund Management LLC 0.05% Add +275.6% 22,095 $4.7M
Advisory Services Network, LLC 0.10% Add +3.3% 22,025 $4.7M
Harbour Investment Management LLC 2.20% No change 22,011 $4.7M
Faithward Advisors, LLC 0.85% Add +5.2% 21,860 $4.7M
Rockline Wealth Management, LLC 1.63% Add +2.2% 21,828 $4.7M
Hall Capital Management Co. Inc. 2.29% Reduce -3.0% 21,792 $4.6M
Telos Capital Management, Inc. 0.52% Reduce -3.5% 21,717 $4.6M
WINTON GROUP Ltd 0.33% Add +96.6% 21,617 $4.6M
Brown Shipley& Co Ltd 1.45% Add +6.9% 21,613 $4.6M
Securian Asset Management, Inc. 0.14% Reduce -6.9% 21,588 $4.6M
Atria Investments, Inc 0.06% Reduce -2.0% 21,534 $4.6M
Amica Mutual Insurance Co. 0.47% No change 21,510 $4.6M
Evergreen Private Wealth LLC 2.28% Reduce -22.3% 21,363 $4.6M
Louisiana State Employees Retirement System 0.09% Reduce -4.0% 21,300 $4.5M
First National Bank of Mount Dora, Trust Investment Services 1.10% Reduce -15.1% 21,295 $4.5M
Romano Brothers and Company 0.62% Reduce -0.3% 21,228 $4.5M
1832 Asset Management L.P. 0.01% Add +4.3% 21,136 $4.5M
Belpointe Asset Management LLC 0.34% Reduce -0.0% 21,023 $4.5M
Bank Pictet & Cie (asia) Ltd. 2.47% New 21,000 $4.5M
Lakeside Advisors, INC. 2.86% Reduce -1.6% 20,951 $4.5M
Assenagon Asset Management S.A. 0.01% Reduce -52.5% 20,862 $4.4M
Coastline Trust Co 0.54% Reduce -0.6% 20,828 $4.4M
Sowell Financial Services LLC 0.21% Add +54.7% 20,626 $4.4M
Baker Avenue Asset Management, LP 0.17% Add +3.0% 20,225 $4.3M
Achmea Investment Management B.V. 0.08% Reduce -7.1% 20,103 $4.3M
Pinkerton Wealth, LLC 0.69% Add +18.6% 20,099 $4.3M
Opus Investment Management Inc. 2.78% No change 20,000 $4.3M
Apollon Wealth Management, LLC 0.13% Reduce -6.0% 19,981 $4.3M
Ingalls & Snyder LLC 0.19% Reduce -7.9% 19,951 $4.3M
Simplicity Wealth,LLC 0.10% Add +544.6% 19,925 $4.2M
Wambolt & Associates, LLC 1.27% Reduce -2.9% 19,816 $4.2M
Groupama Asset Managment 0.08% Reduce -52.6% 10,212 $4.2M
Tiaa Trust, National Association 0.01% Add +5.2% 19,675 $4.2M
EagleClaw Capital Managment, LLC 0.76% Reduce -2.3% 19,671 $4.2M
Panagora Asset Management Inc. 0.02% Add +186.1% 19,434 $4.1M
Clearstead Trust, LLC 1.08% Add +3.6% 19,357 $4.1M
Ieq Capital, LLC 0.06% Add +5.9% 19,314 $4.1M
Advisors Management Group Inc. 1.02% Reduce -0.8% 19,283 $4.1M
CX Institutional 0.20% Reduce -0.2% 19,214 $4.1M
Composition Wealth, LLC 0.10% Add +0.5% 19,190 $4.1M
Community Financial Services Group, LLC 0.92% — 19,039 $4.1M
Signet Investment Advisory Group, Inc. 2.22% Add +4.5% 19,024 $4.1M
Intact Investment Management Inc. 0.16% Reduce -4.0% 19,000 $4.0M
Jacobi Capital Management LLC 0.37% Reduce -8.5% 18,991 $4.0M
NBW Capital LLC 0.83% Reduce -16.8% 18,976 $4.0M
Van Hulzen Asset Management, LLC 0.27% Reduce -82.1% 18,904 $4.0M
Entropy Technologies, LP 0.43% New 18,850 $4.0M
Money Concepts Capital Corp. 0.37% Reduce -20.9% 18,843 $4.0M
Wealthcare Advisory Partners LLC 0.13% Add +18.6% 18,836 $4.0M
Dynamic Advisor Solutions LLC 0.14% Add +8.0% 18,810 $4.0M
Richard Bernstein Advisors LLC 0.09% No change 18,786 $4.0M
Tower Bridge Advisors 0.41% Reduce -1.1% 18,688 $4.0M
Ritholtz Wealth Management 0.14% Add +2.8% 18,607 $4.0M
New Mexico Educational Retirement Board 0.14% Reduce -4.2% 18,466 $3.9M
L & S Advisors Inc 0.50% Add +9.8% 18,407 $3.9M
Old Port Advisors 1.20% Reduce -0.7% 18,316 $3.9M
Trust Co. of Toledo NA 0.61% Reduce -0.8% 18,282 $3.9M
Illinois Municipal Retirement Fund 0.06% No change 18,266 $3.9M
Bfsg, LLC 0.51% Add +0.2% 18,227 $3.9M
Ethic Inc. 0.10% Add +10.7% 18,220 $3.9M
Radnor Capital Management, LLC 0.66% Reduce -2.4% 18,126 $3.9M
Providence Wealth Advisors, LLC 3.29% Add +166.1% 18,187 $3.8M
Mission Creek Capital Partners, Inc. 0.99% Add +7.2% 17,868 $3.8M
Natixis Investment Managers International 0.26% Add +49.3% 17,783 $3.8M
Alkeme Wealth, LLC 1.74% Reduce -0.7% 18,261 $3.8M
Retireful, LLC 1.57% New 17,696 $3.8M
Webster Bank, N. A. 0.42% Add +5.0% 17,683 $3.8M
Boston Family Office LLC 0.27% Reduce -3.0% 17,682 $3.8M
RB Capital Management, LLC 1.06% Add +1.0% 17,648 $3.8M
Procyon Advisors, LLC 0.29% Add +0.4% 17,582 $3.7M
Home Federal Bank of Tennessee 1.15% No change 17,496 $3.7M
Octavia Wealth Advisors, LLC 0.55% Reduce -5.0% 17,483 $3.7M
First National Advisers, LLC 0.83% Add +14.9% 19,005 $3.7M
Becker Capital Management Inc. 0.13% Add +33.0% 17,408 $3.7M
Aull & Monroe Investment Management Corp 1.70% No change 17,344 $3.7M
River Wealth Advisors LLC 0.53% Add +14.4% 17,216 $3.7M
Norinchukin Bank, The 0.11% Reduce -10.7% 17,137 $3.7M
Liberty Wealth Management LLC 0.71% New 17,001 $3.6M
PICTET BANK & TRUST Ltd 3.82% New 17,000 $3.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -6.9% 16,786 $3.6M
Graphene Investments SAS 2.15% Reduce -9.2% 16,700 $3.6M
Edgestream Partners, L.P. 0.18% Add +202.7% 16,655 $3.6M
Hennion & Walsh Asset Management, Inc. 0.19% Add +15.6% 16,654 $3.5M
E. Ohman J:or Asset Management AB 0.09% Add +8.6% 16,477 $3.5M
1ST Source Bank 0.20% Reduce -0.1% 16,298 $3.5M
Argent Trust Co 0.16% Add +6.1% 16,295 $3.5M
Scott & Selber, Inc. 1.17% Add +0.1% 16,153 $3.4M
Keebeck Wealth Management 0.50% Reduce -0.7% 16,006 $3.4M
Bell Bank 0.29% Reduce -0.0% 16,006 $3.4M
PKO Investment Management Joint-Stock Co 0.41% Add +148.2% 15,912 $3.4M
Chicago Capital, LLC 0.10% Reduce -12.1% 15,940 $3.4M
Stratos Investment Management, LLC 0.33% Add +4.9% 15,923 $3.4M
Woodmont Investment Counsel LLC 0.29% Reduce -0.6% 15,919 $3.4M
SeaCrest Wealth Management, LLC 0.41% Reduce -0.2% 15,762 $3.4M
Stonegate Investment Group, LLC 0.11% Add +16.0% 15,718 $3.4M
Forte Capital LLC 0.41% Reduce -3.0% 15,565 $3.3M
PGGM Investments 0.05% Reduce -14.1% 15,469 $3.3M
Compass Wealth Management LLC 0.82% No change 15,456 $3.3M
Pettee Investors, Inc. 1.39% Reduce -0.3% 15,453 $3.3M
Ossiam 0.06% Reduce -89.8% 15,355 $3.3M
North Star Investment Management Corp. 0.23% Reduce -2.1% 15,348 $3.3M
SYSTM Wealth Solutions LLC 0.41% Reduce -0.5% 15,319 $3.3M
Ferguson Wellman Capital Management, Inc. 0.07% Reduce -0.0% 15,307 $3.3M
United Capital Financial Advisors, LLC 0.03% Reduce -4.5% 15,255 $3.3M
Rowlandmiller & Partners.adv 0.68% Reduce -0.1% 15,203 $3.2M
Concurrent Investment Advisors, LLC 0.13% Reduce -9.3% 15,135 $3.2M
Arjuna Capital 0.91% Add +17.3% 15,128 $3.2M
Wesleyan Assurance Society 0.28% No change 15,091 $3.2M
Praxis Investment Management Inc. 0.21% No change 15,064 $3.2M
Allworth Financial LP 0.02% Add +31.3% 15,058 $3.2M
Lido Advisors, LLC 0.03% Add +44.5% 15,051 $3.2M
Monograph Wealth Advisors, LLC 0.47% New 14,977 $3.2M
Metropolitan Life Insurance Co 0.14% Reduce -0.9% 14,782 $3.2M
Silphium Asset Management Ltd 1.63% No change 14,766 $3.1M
Midwest Professional Planners, LTD. 1.10% Reduce -8.5% 14,740 $3.1M
LGT Fund Management Co Ltd. 1.31% Add +1.0% 14,730 $3.1M
Beta Wealth Group, Inc. 1.52% Reduce -7.9% 14,696 $3.1M
East Coast Asset Management, LLC. 1.14% Reduce -45.3% 14,637 $3.1M
Outfitters Financial LLC 2.56% Reduce -8.8% 14,637 $3.1M
Mitchell & Pahl Private Wealth, LLC 1.64% Reduce -1.1% 14,628 $3.1M
Summit Financial Group, Inc. 1.11% Reduce -2.4% 14,605 $3.1M
Bleakley Financial Group, LLC 0.09% Add +1.3% 14,496 $3.1M
Guardian Wealth Management, Inc. 2.37% Add +0.1% 14,450 $3.1M
Meiji Yasuda Life Insurance Co 0.07% Add +26.3% 14,436 $3.1M
Pathway Financial Advisers, LLC 1.11% Reduce -9.1% 14,407 $3.1M
Toth Financial Advisory Corp. 0.38% Reduce -2.0% 14,403 $3.1M
Axxcess Wealth Management, LLC 0.09% Add +11.8% 14,381 $3.1M
Accurate Wealth Management, LLC 0.89% Reduce -0.4% 14,793 $3.1M
Edmond DE Rothschild Holding S.A. 0.05% Reduce -86.3% 14,329 $3.1M
SpiderRock Advisors, LLC 0.10% — 14,322 $3.0M
Raab & Moskowitz Asset Management LLC 0.85% Reduce -4.5% 14,219 $3.0M
Argyle Capital Management, LLC 1.17% Reduce -9.9% 14,175 $3.0M
Family Legacy, Inc. 1.08% Add +0.5% 14,080 $3.0M
Twin Tree Management, LP 0.07% New 13,900 $3.0M
Covenant Asset Management, LLC 0.71% Add +2.1% 13,786 $2.9M
Cary Street Partners Investment Advisory LLC 0.12% Reduce -2.0% 13,710 $2.9M
G&S Capital LLC 1.30% Reduce -18.2% 13,702 $2.9M
Whittier Trust Co. 0.04% Reduce -0.0% 13,695 $2.9M
Obermeyer Wealth Partners 0.17% New 13,686 $2.9M
Stratos Wealth Partners, LTD. 0.05% Reduce -5.6% 13,610 $2.9M
Empirical Finance, LLC 0.18% Add +3.4% 13,610 $2.9M
Motley Fool Asset Management LLC 0.18% Add +12.2% 13,420 $2.9M
Naples Global Advisors, LLC 0.29% Add +0.1% 13,389 $2.9M
Grandview Asset Management LLC 1.29% Reduce -1.8% 13,356 $2.8M
Keeler Thomas Management LLC 0.96% Reduce -1.6% 13,156 $2.8M
Koshinski Asset Management, Inc. 0.29% Reduce -5.5% 13,091 $2.8M
NewEdge Wealth, LLC 0.06% Add +4.3% 13,388 $2.8M
Viking Fund Management LLC 0.50% No change 13,000 $2.8M
Transform Wealth, LLC 0.26% Reduce -43.0% 12,990 $2.8M
Ostrum Asset Management 0.22% Add +19.8% 12,903 $2.8M
KKM Financial LLC 1.33% Add +5.1% 12,834 $2.7M
Adapt Wealth Advisors, LLC 1.94% — 12,763 $2.7M
Waldron Private Wealth LLC 0.12% Reduce -0.2% 12,702 $2.7M
Guyasuta Investment Advisors Inc. 0.20% No change 15,106 $2.7M
Harbour Capital Advisors, LLC 0.67% Reduce -0.2% 12,778 $2.7M
Norris Perne & French LLP 0.19% Add +200.0% 12,633 $2.7M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.66% Reduce -0.7% 12,625 $2.7M
Fiduciary Trust Co 0.04% No change 12,458 $2.7M
Weaver Capital Management LLC 0.75% Add +20.4% 12,420 $2.6M
Delta Asset Management LLC 0.23% Add +0.2% 12,415 $2.6M
American State Bank (Iowa) 1.77% Reduce -8.8% 12,384 $2.6M
Cliftonlarsonallen Wealth Advisors, LLC 0.06% Add +6.9% 12,377 $2.6M
Ashton Thomas Private Wealth, LLC 0.15% Add +2.4% 12,370 $2.6M
First Trust Direct Indexing L.P. 0.20% Add +5.4% 12,360 $2.6M
Horizon Investments, LLC 0.07% Add +4.8% 12,322 $2.6M
McIlrath & Eck, LLC 0.42% Add +5.2% 12,302 $2.6M
Aaron Wealth Advisors LLC 0.37% Reduce -0.1% 12,168 $2.6M
Baldwin Investment Management, LLC 0.35% Reduce -1.3% 12,141 $2.6M
Kentucky Retirement Systems Insurance Trust Fund 0.18% Reduce -7.4% 12,096 $2.6M
Metis Global Partners, LLC 0.09% Reduce -2.6% 12,056 $2.6M
First PREMIER Bank 0.67% Add +1.7% 11,953 $2.5M
Laird Norton Wetherby Wealth Management, LLC 0.12% Reduce -1.1% 11,932 $2.5M
Greenleaf Trust 0.02% Reduce -1.4% 11,911 $2.5M
L. Roy Papp & Associates, LLP 0.30% Add +2.8% 11,847 $2.5M
Coldstream Capital Management Inc. 0.06% Add +8.8% 11,827 $2.5M
South Dakota Investment Council 0.05% No change 11,818 $2.5M
NorthCrest Asset Manangement, LLC 0.09% Add +1.8% 11,756 $2.5M
Mechanics Bank Trust Department 0.37% Reduce -1.1% 11,729 $2.5M
Credential Qtrade Securities Inc. 0.13% Add +2.7% 11,720 $2.5M
IronBridge Private Wealth, LLC 1.03% Reduce -1.2% 11,693 $2.5M
Field & Main Bank 0.96% Add +0.5% 11,649 $2.5M
Northwestern Mutual Investment Management Company, LLC 0.06% Add +0.3% 11,630 $2.5M
YHB Investment Advisors, Inc. 0.22% Add +1.6% 11,564 $2.5M
Dohj, LLC 0.65% Reduce -0.9% 11,503 $2.5M
Kingswood Wealth Advisors, LLC 0.28% Reduce -1.5% 11,336 $2.4M
IAM Advisory, LLC 0.66% Add +1.9% 11,308 $2.4M
Town & Country Bank & Trust CO dba First Bankers Trust CO 1.02% Reduce -3.1% 11,270 $2.4M
Hunter Associates Investment Management LLC 0.40% Add +7.1% 11,250 $2.4M
United Community Bank 0.92% Reduce -0.6% 11,088 $2.4M
Polar Asset Management Partners Inc. 0.08% New 11,000 $2.3M
Hudson Canyon Capital Management 1.50% No change 10,933 $2.3M
United Services Automobile Association 0.06% No change 10,913 $2.3M
Adirondack Trust Co. 0.97% No change 10,898 $2.3M
Kingsview Wealth Management, LLC 0.06% Add +16.3% 10,875 $2.3M
Insight Wealth Strategies, LLC 0.34% Reduce -11.4% 10,846 $2.3M
Baker Tilly Wealth Management, LLC 0.42% Reduce -4.2% 10,836 $2.3M
Williams Jones Wealth Management, LLC. 0.03% Add +8.0% 10,821 $2.3M
Sonora Investment Management Group, LLC 0.18% Reduce -0.3% 10,815 $2.3M
Orser Capital Management, LLC 2.16% Add +7.2% 10,793 $2.3M
Mutual Advisors, LLC 0.07% Add +5.5% 10,733 $2.3M
Ontario Teachers Pension Plan Board 0.02% Add +11.4% 10,724 $2.3M
Robertson Stephens Wealth Management, LLC 0.13% Add +1.8% 10,722 $2.3M
Ancora Advisors LLC 0.05% Add +1.8% 10,721 $2.3M
GTS Securities LLC 0.06% Reduce -45.4% 10,660 $2.3M
WT Wealth Management 0.81% Reduce -2.1% 10,619 $2.3M
Equitable Holdings, Inc. 0.03% Add +8.3% 10,582 $2.3M
Bison Wealth, LLC 0.36% Reduce -1.2% 10,521 $2.2M
Aldebaran Financial Inc. 3.16% Reduce -1.6% 10,499 $2.2M
GFS Advisors, LLC 0.37% No change 10,450 $2.2M
Lederer & Associates Investment Counsel 1.54% Reduce -4.9% 10,413 $2.2M
Independent Financial Group, LLC 0.10% Add +4.0% 10,358 $2.2M
Legacy Advisors, LLC 0.28% Add +3.2% 10,340 $2.2M
Girard Partners LTD. 0.21% Reduce -33.9% 10,274 $2.2M
Rakuten Investment Management, Inc. 0.02% Add +988.8% 10,169 $2.2M
Nikulski Financial, Inc. 0.72% Add +167.0% 10,132 $2.2M
Rothschild Investment LLC 0.16% Add +0.1% 10,116 $2.2M
Alberta Investment Management Corp 0.02% No change 10,100 $2.2M
Caliber Wealth Management, LLC 1.13% Add +1.5% 9,992 $2.1M
TKG Advisors, LLC 1.19% Reduce -15.9% 9,987 $2.1M
Resources Management Corp. /CT/ 0.31% Reduce -16.7% 9,967 $2.1M
CGN Advisors LLC 0.27% Reduce -0.0% 9,951 $2.1M
Great Lakes Advisors, LLC 0.02% Add +145.9% 9,950 $2.1M
UniSuper Management Pty Ltd 0.02% Add +193.7% 9,944 $2.1M
Flagship Harbor Advisors, LLC 0.14% Reduce -1.7% 9,932 $2.1M
Capital International, Inc. 0.03% Add +20.9% 9,896 $2.1M
Tokio Marine Asset Management Co. Ltd. 0.11% Add +14.2% 9,895 $2.1M
Focus Financial Network, Inc. 0.10% — 10,251 $2.1M
Ballentine Partners, LLC 0.04% Add +2.0% 9,720 $2.1M
Teza Capital Management LLC 0.28% Reduce -43.8% 9,708 $2.1M
V-Square Quantitative Management LLC 0.29% Add +18.2% 9,687 $2.1M
Parsons Capital Management Inc. 0.14% Add +1.8% 9,623 $2.1M
Garner Asset Management Corp 0.77% Add +6.7% 9,595 $2.0M
Canton Hathaway, LLC 0.55% Reduce -7.7% 9,593 $2.0M
Central Pacific Bank - Trust Division 0.27% — 9,593 $2.0M
Patrick M Sweeney & Associates, Inc. 1.68% Add +0.8% 9,581 $2.0M
Valeo Financial Advisors, LLC 0.07% Add +0.1% 9,690 $2.0M
Evoke Wealth, LLC 0.06% New 9,509 $2.0M
Two Sigma Advisers, LP 0.00% Reduce -79.7% 9,500 $2.0M
Azzad Asset Management Inc. 0.24% Add +0.6% 9,495 $2.0M
Castle Rock Wealth Management, LLC 0.55% Add +4.0% 9,785 $2.0M
Accretive Wealth Partners, LLC 0.89% Reduce -0.9% 9,716 $2.0M
Schulhoff & Co. Inc. 0.88% Add +0.5% 9,463 $2.0M
TD Private Client Wealth LLC 0.07% Reduce -7.7% 9,456 $2.0M
Harbour Investments, Inc. 0.07% Add +148.8% 9,447 $2.0M
Mgo One Seven LLC 0.10% Add +0.4% 9,303 $2.0M
JGP Wealth Management, LLC 0.29% Reduce -2.6% 9,300 $2.0M
Cohen Klingenstein LLC 0.07% No change 9,300 $2.0M
Wedbush Securities Inc. 0.07% Reduce -4.7% 9,263 $2.0M
Godshalk Welsh Capital Management, Inc. 1.32% Add +0.3% 9,245 $2.0M
Little House Capital LLC 0.65% Reduce -10.5% 9,210 $2.0M
Geo Capital Gestora de Recursos Ltd 2.21% Reduce -58.0% 9,183 $2.0M
EP Wealth Advisors, LLC 0.02% Add +3.0% 9,138 $1.9M
Point72 (DIFC) Ltd 0.15% — 9,137 $1.9M
Confluence Wealth Services, Inc. 0.17% Add +48.2% 9,125 $1.9M
Spire Wealth Management 0.04% Reduce -10.0% 9,113 $1.9M
Lincoln National Corp. 0.03% Reduce -1.2% 9,089 $1.9M
HMS Capital Management, LLC 1.07% Reduce -3.8% 9,054 $1.9M
Buckingham Capital Management, Inc. 0.24% Reduce -5.5% 9,044 $1.9M
Great Valley Advisor Group, Inc. 0.06% No change 9,039 $1.9M
Imprint Wealth LLC 0.47% Add +8.4% 9,037 $1.9M
AlphaMark Advisors, LLC 0.68% Reduce -7.1% 9,014 $1.9M
Wellington Shields & Co., LLC 0.64% Reduce -3.2% 8,918 $1.9M
Tower Research Capital LLC (TRC) 0.05% Reduce -82.6% 8,900 $1.9M
Legacy Financial Group LLC 0.38% New 8,882 $1.9M
NEOS Investment Management LLC 0.12% Add +70.9% 8,852 $1.9M
Tobam 0.17% Reduce -4.2% 8,821 $1.9M
Blodgett Wealth Advisors, LLC 1.70% No change 8,811 $1.9M
Institute for Wealth Management, LLC. 0.24% Reduce -0.6% 8,808 $1.9M
Oak Asset Management, LLC 0.70% No change 8,802 $1.9M
Buckingham Strategic Wealth, LLC 0.02% Add +13.5% 8,794 $1.9M
Karpas Strategies, LLC 0.58% Add +0.2% 8,784 $1.9M
Sustainable Insight Capital Management, LLC 1.35% Add +8.7% 8,770 $1.9M
Roanoke Asset Management Corp./ NY 0.62% Reduce -0.2% 8,765 $1.9M
Mitchell Sinkler & Starr 0.47% Reduce -54.5% 8,747 $1.9M
Aries Wealth Management 0.60% Add +3.2% 8,730 $1.9M
Paragon Private Wealth Management, LLC 1.10% Add +3.4% 8,697 $1.9M
Capstone Investment Advisors, LLC 0.06% Add +418.8% 8,675 $1.8M
Essex LLC 0.42% Reduce -2.4% 8,640 $1.8M
LMCG Investments, LLC 0.11% Add +48.9% 8,640 $1.8M
LGT Group Foundation 0.04% No change 8,635 $1.8M
Parallel Advisors, LLC 0.05% Add +18.0% 8,628 $1.8M
Focus Partners Advisor Solutions, LLC 0.05% Add +51.2% 8,601 $1.8M
Private Trust Co. NA 0.20% Add +1.9% 8,596 $1.8M
Diversify Advisory Services, LLC 0.11% — 8,583 $1.8M
Garrison Point Advisors, LLC 1.17% Reduce -0.7% 8,545 $1.8M
Sound View Wealth Advisors Group, LLC 0.19% Reduce -2.5% 8,504 $1.8M
Aptus Capital Advisors, LLC 0.04% Reduce -77.3% 8,501 $1.8M
IHT Wealth Management, LLC 0.07% Add +2.3% 8,461 $1.8M
Capital Investment Advisors, LLC 0.04% Add +1.2% 8,420 $1.8M
Nvwm, LLC 0.49% Reduce -2.9% 8,417 $1.8M
Cim Investment Management Inc. 0.53% No change 8,330 $1.8M
Aspen Investment Management Inc 0.90% Reduce -0.6% 8,302 $1.8M
OV Management LLC 1.28% No change 8,300 $1.8M
Arrow Financial Corp 0.18% Add +0.7% 8,299 $1.8M
Signaturefd, LLC 0.04% Reduce -7.9% 8,285 $1.8M
Oxbow Advisors, LLC 0.25% No change 8,275 $1.8M
Cullen/Frost Bankers, Inc. 0.03% Reduce -27.7% 8,268 $1.8M
Citizens Financial Group Inc. 0.06% Reduce -15.9% 8,214 $1.8M
O'Brien Greene & Co. Inc 0.58% No change 8,200 $1.7M
McRae Capital Management Inc. 0.38% Reduce -2.4% 8,135 $1.7M
Griffin Asset Management, Inc. 0.21% Reduce -2.8% 8,121 $1.7M
Bank of New Hampshire 0.45% Reduce -4.2% 8,107 $1.7M
Powers Advisory Group, LLC 0.99% Reduce -6.2% 8,098 $1.7M
LMG Wealth Partners, LLC 0.43% Add +8.6% 8,077 $1.7M
Ameritas Advisory Services, LLC 0.07% Add +35.3% 8,239 $1.7M
Eventide Asset Management, LLC 0.03% New 7,982 $1.7M
Boston Financial Mangement LLC 0.05% Add +5.3% 7,965 $1.7M
Oppenheimer Asset Management Inc. 0.02% Add +19.2% 7,908 $1.7M
Zions Bancorporation, N.A. 0.12% Reduce -7.1% 7,899 $1.7M
Quadrant Capital Group LLC 0.13% Reduce -0.7% 7,867 $1.7M
Comprehensive Financial Consultants Institutional, Inc. 0.70% Reduce -1.1% 7,859 $1.7M
Columbia Asset Management 0.34% No change 9,329 $1.7M
Pegasus Partners Ltd. 0.17% Reduce -0.5% 7,749 $1.7M
MBM Wealth Consultants, LLC 0.58% Reduce -2.3% 7,743 $1.7M
WBH Advisory Inc. 0.17% Reduce -3.3% 7,737 $1.6M
Prospera Financial Services Inc 0.05% Add +1.4% 7,719 $1.6M
Ascent Group, LLC 0.14% Reduce -7.0% 7,713 $1.6M
Chicago Partners Investment Group LLC 0.07% Reduce -1.4% 7,820 $1.6M
Sterling Investment Management, LLC 1.15% Reduce -1.3% 7,655 $1.6M
Fayez Sarofim & Co 0.00% Add +0.0% 7,639 $1.6M
Tudor Investment Corporation 0.02% Reduce -52.1% 7,600 $1.6M
Leonteq Securities AG 0.22% Reduce -10.3% 7,529 $1.6M
Ironwood Investment Counsel, LLC 0.28% Add +0.4% 7,528 $1.6M
Shell Asset Management Co. 0.07% Reduce -20.8% 7,519 $1.6M
Mystic Asset Management, Inc. 0.66% No change 7,500 $1.6M
Prairie Sky Financial Group LLC 0.95% Add +1.2% 7,460 $1.6M
Armstrong Advisory Group, Inc. 0.15% No change 8,788 $1.6M
Blueshift Asset Management, LLC 0.81% Add +67.8% 7,314 $1.6M
West Family Investments, Inc. 0.48% Reduce -0.9% 7,311 $1.6M
Aviance Capital Partners, LLC 0.23% New 7,300 $1.6M
Sage Investment Advisers LLC 1.78% Reduce -9.3% 7,298 $1.6M
United Capital Management of KS, Inc. 0.36% Reduce -4.1% 7,291 $1.6M
Boston Trust Walden Corp 0.01% Add +316.0% 7,251 $1.5M
First Manhattan Co. Llc. 0.01% Reduce -5.7% 7,246 $1.5M
Merit Financial Group, LLC 0.04% Add +5.7% 7,429 $1.5M
Balentine LLC 0.05% Reduce -12.0% 7,242 $1.5M
Independence Bank of Kentucky 0.46% Add +13.8% 7,208 $1.5M
AdvisorNet Financial, Inc 0.15% Reduce -2.6% 7,194 $1.5M
Nations Financial Group Inc, /Ia/ 0.13% Add +2.8% 7,182 $1.5M
FRG Family Wealth Advisors LLC 0.30% No change 7,332 $1.5M
Evercore Wealth Management, LLC 0.02% Reduce -0.4% 7,105 $1.5M
Northwest Bancshares, Inc. 0.24% Reduce -7.2% 7,064 $1.5M
Forvis Mazars Wealth Advisors, LLC 0.04% Add +59.2% 7,009 $1.5M
Vident Advisory, LLC 0.03% Reduce -3.5% 6,986 $1.5M
Mengis Capital Management, Inc. 0.23% Add +21.5% 6,964 $1.5M
Stiles Financial Services Inc 0.59% Reduce -0.6% 6,915 $1.5M
Level Four Advisory Services, LLC 0.08% No change 8,227 $1.5M
Jaffetilchin Investment Partners, LLC 0.13% Reduce -1.9% 6,908 $1.5M
Counterweight Ventures, LLC 1.18% Add +1.0% 6,885 $1.5M
Choreo, LLC 0.04% Reduce -13.1% 6,871 $1.5M
Kirtland Hills Capital Management, LLC 1.26% — 6,948 $1.5M
Empowered Funds, LLC 0.03% Add +35.3% 6,859 $1.5M
RMR Wealth Builders 0.18% Add +25.7% 6,822 $1.5M
Legacy Bridge, LLC 0.85% Reduce -0.3% 6,820 $1.5M
Unique Wealth, LLC 0.41% Add +8.3% 6,813 $1.5M
First Command Advisory Services, Inc. 0.02% Add +333.5% 7,655 $1.4M
PFG Investments, LLC 0.09% Add +114.2% 6,792 $1.4M
Commonwealth Retirement Investments LLC 0.69% Add +0.6% 6,783 $1.4M
Strategic Wealth Partners, Ltd. 0.16% Reduce -1.7% 6,783 $1.4M
Dorsey & Whitney Trust CO LLC 0.10% Reduce -0.0% 6,779 $1.4M
U.S. Capital Wealth Advisors, LLC 0.06% Add +3.1% 6,737 $1.4M
Baker Ellis Asset Management LLC 0.21% Reduce -1.5% 6,703 $1.4M
Checchi Capital Advisers, LLC 0.11% Reduce -0.4% 6,699 $1.4M
Sheaff Brock Investment Advisors, LLC 0.11% Add +0.3% 6,664 $1.4M
Alpine Woods Capital Investors, LLC 0.28% Reduce -14.9% 6,789 $1.4M
Concourse Financial Group Securities, Inc. 0.09% Add +1.3% 6,610 $1.4M
Fisher Asset Management 0.00% Add +1.7% 6,593 $1.4M
Western Wealth Management, LLC 0.11% Add +0.1% 6,577 $1.4M
First Hawaiian Bank 0.04% Add +96.6% 6,541 $1.4M
Gotham Asset Management 0.02% Add +132.9% 6,526 $1.4M
McDaniel Terry & Co. 0.12% Add +0.1% 6,505 $1.4M
Graypoint LLC 0.10% Add +1.5% 6,503 $1.4M
AlphaQuest LLC 0.24% Add +5.5% 6,500 $1.4M
Catalyst Capital Advisors LLC 0.03% Add +2.7% 6,496 $1.4M
Clare Market Investments LLC 0.43% Add +16.7% 6,457 $1.4M
GPS Wealth Strategies Group, LLC 0.22% Reduce -4.1% 6,441 $1.4M
VeraBank, N.A. 0.43% No change 6,429 $1.4M
Worldquant Millennium Advisors LLC 0.02% Reduce -86.2% 6,403 $1.4M
Birch Hill Investment Advisors LLC 0.07% Add +0.9% 6,381 $1.4M
BayBridge Capital Group, LLC 1.18% Add +0.5% 6,545 $1.4M
Rogco, LP 0.56% Reduce -7.5% 6,368 $1.4M
Boyar Asset Management Inc. 0.88% No change 6,361 $1.4M
New England Research & Management, Inc. 0.66% Reduce -1.1% 6,353 $1.4M
Brighton Jones LLC 0.05% Add +11.3% 6,325 $1.3M
Arkadios Wealth Advisors 0.10% Add +0.1% 6,248 $1.3M
IVC Wealth Advisors LLC 0.77% Add +0.1% 6,242 $1.3M
Veracity Capital LLC 0.52% Reduce -11.7% 6,226 $1.3M
Thoroughbred Financial Services, LLC 0.13% Reduce -39.3% 6,211 $1.3M
Mirabella Financial Services LLP 0.10% Reduce -57.3% 6,212 $1.3M
Dynamic Technology Lab Private Ltd 0.14% Reduce -11.2% 6,166 $1.3M
Morningstar Investment Management LLC 0.14% No change 6,138 $1.3M
Caldwell Trust Co 0.15% Add +0.5% 6,133 $1.3M
Murphy, Middleton, Hinkle & Parker, Inc. 0.76% Add +0.0% 6,095 $1.3M
Dynasty Wealth Management, LLC 0.04% — 6,091 $1.3M
Westover Capital Advisors, LLC 0.38% Reduce -0.4% 6,055 $1.3M
Founders Financial Securities LLC 0.13% Add +5.1% 6,026 $1.3M
Meeder Asset Management Inc. 0.08% Reduce -67.8% 6,018 $1.3M
Profund Advisors LLC 0.05% Add +22.9% 6,007 $1.3M
Gryphon Financial Partners LLC 0.22% Add +25.7% 5,997 $1.3M
Venture Visionary Partners LLC 0.06% No change 5,988 $1.3M
Equitable Trust Co. 0.09% Add +51.5% 5,980 $1.3M
OneDigital Investment Advisors LLC 0.02% Reduce -9.2% 5,974 $1.3M
Whittier Trust Co. of Nevada Inc. 0.04% Reduce -0.1% 5,967 $1.3M
NorthRock Partners, LLC 0.05% Add +1.8% 5,907 $1.3M
Cobblestone Capital Advisors LLC 0.08% No change 5,888 $1.3M
Fca Corp. 0.40% Add +4.6% 5,853 $1.2M
Welch Group, LLC 0.06% Add +0.0% 5,827 $1.2M
Old National Bancorp 0.03% Reduce -0.3% 5,813 $1.2M
Capital Planning LLC 0.40% No change 5,800 $1.2M
Strategic Blueprint, LLC 0.09% Add +19.1% 5,790 $1.2M
Pekin Hardy Strauss, Inc. 0.17% No change 5,777 $1.2M
Central Valley Advisors, LLC 0.64% Reduce -0.5% 5,776 $1.2M
Benjamin Edwards Inc. 0.24% Add +4.4% 5,762 $1.2M
MTM Investment Management, LLC 0.50% Add +2.7% 5,723 $1.2M
FAS Wealth Partners, Inc. 0.11% Reduce -0.6% 5,722 $1.2M
Kathmere Capital Management, LLC 0.14% Add +8.6% 5,717 $1.2M
Fidelis Capital Partners, LLC 0.18% Add +24.8% 5,714 $1.2M
Rehmann Capital Advisory Group 0.09% Reduce -0.1% 5,712 $1.2M
Franklin Street Advisors Inc. 0.09% Reduce -7.4% 5,702 $1.2M
Secured Retirement Advisors, LLC 1.02% Add +8.6% 5,672 $1.2M
Quadcap Wealth Management, LLC 0.27% Reduce -10.7% 5,668 $1.2M
Welch & Forbes LLC 0.02% Reduce -0.4% 5,649 $1.2M
Avantax Planning Partners, Inc. 0.04% Add +4.0% 5,634 $1.2M
Corundum Group, Inc. 0.58% Reduce -0.3% 5,617 $1.2M
Kovack Advisors, Inc. 0.14% Add +2.8% 5,606 $1.2M
Summit Trail Advisors, LLC 0.03% Add +6.1% 5,599 $1.2M
FourThought Financial Partners, LLC 0.14% Reduce -3.7% 5,582 $1.2M
Tandem Capital Management Corp. 0.67% No change 5,561 $1.2M
First Pacific Financial 0.33% Add +0.8% 5,559 $1.2M
HHM Wealth Advisors, LLC 0.19% Add +0.0% 5,555 $1.2M
Detalus Advisors, LLC 0.42% Reduce -1.8% 5,554 $1.2M
Wealthspire Advisors, LLC 0.02% Reduce -8.9% 5,546 $1.2M
Piscataqua Savings Bank 1.04% Reduce -1.0% 5,544 $1.2M
Trium Capital LLP 0.44% Add +54.0% 5,527 $1.2M
Segment Wealth Management, LLC 0.09% Add +2.7% 5,517 $1.2M
RDA Financial Network 0.40% Add +1.2% 5,494 $1.2M
HBK Sorce Advisory LLC 0.04% Add +5.8% 5,487 $1.2M
Engineers Gate Manager LP 0.03% Add +8.2% 5,466 $1.2M
Ables, Iannone, Moore & Associates, Inc. 0.83% Reduce -1.1% 5,453 $1.2M
SOL Capital Management CO 0.15% No change 5,450 $1.2M
Monument Capital Management 0.33% Reduce -0.2% 5,451 $1.2M
Titleist Asset Management, LLC 0.20% Reduce -2.3% 5,444 $1.2M
L.M. Kohn & Company 0.33% Reduce -5.4% 5,443 $1.2M
Cubist Systematic Strategies, LLC 0.01% New 5,441 $1.2M
Correct Capital Wealth Management 0.27% Add +23.8% 5,414 $1.2M
Hilltop Holdings Inc. 0.13% Reduce -2.1% 5,403 $1.2M
High Net Worth Advisory Group LLC 0.36% Add +2.3% 5,387 $1.1M
Clear Creek Financial Management, LLC 0.15% Add +0.2% 5,371 $1.1M
Clearstead Advisors, LLC 0.06% Add +8.1% 5,426 $1.1M
Mainstay Capital Management LLC 0.22% Reduce -11.6% 5,352 $1.1M
SouthState Bank Corp 0.09% Reduce -0.8% 5,327 $1.1M
Choate Investment Advisors 0.03% Add +22.9% 5,302 $1.1M
WealthTrust Axiom LLC 0.36% Add +12.9% 5,258 $1.1M
Duality Advisers, LP 0.11% New 5,235 $1.1M
Valmark Advisers, Inc. 0.02% Add +0.0% 5,220 $1.1M
Essex Financial Services, Inc. 0.10% Reduce -3.7% 5,141 $1.1M
Edge Capital Group, LLC 0.05% Reduce -10.2% 5,126 $1.1M
Moneta Group Investment Advisors LLC 0.02% Add +8.2% 5,088 $1.1M
MRP Capital Investments, LLC 1.08% Reduce -5.8% 5,080 $1.1M
WR Wealth Planners, LLC 0.34% Add +0.3% 5,078 $1.1M
First Trust Investment Solutions L.P. 0.19% Reduce -1.3% 5,053 $1.1M
Cannell & Spears LLC 0.02% New 5,050 $1.1M
Fulton Bank, N.A. 0.04% Reduce -1.9% 5,048 $1.1M
Stevens Capital Management LP 0.21% New 5,035 $1.1M
Okabena Investment Services Inc. 0.36% Reduce -0.2% 5,028 $1.1M
BOK Financial Private Wealth, Inc. 0.08% Add +2.1% 5,012 $1.1M
GeoWealth Management, LLC 0.04% Add +8.7% 5,005 $1.1M
Barbara Oil Co. 0.45% No change 5,000 $1.1M
Bienville Capital Management, LLC 0.32% No change 5,000 $1.1M
Alta Capital Management LLC/ 0.07% Reduce -36.1% 5,000 $1.1M
Tempus Wealth Planning, LLC 0.47% Add +0.0% 4,964 $1.1M
Quaero Capital S.A. 3.04% Reduce -30.3% 4,950 $1.1M
Meeder Advisory Services, Inc. 0.11% Add +6.0% 4,923 $1.0M
Threadgill Financial, LLC 0.47% New 4,913 $1.0M
Addison Capital Co 0.52% Add +35.4% 4,877 $1.0M
BNP Paribas 0.05% — 4,824 $1.0M
Sonnipe Ltd. 0.11% No change 4,822 $1.0M
ICA Group Wealth Management, LLC 0.20% Add +7.6% 4,797 $1.0M
RFG Advisory, LLC 0.03% Reduce -4.9% 4,791 $1.0M
XML Financial, LLC 0.10% Reduce -5.4% 4,770 $1.0M
Wedmont Private Capital 0.07% Add +2.2% 4,898 $1.0M
Bank of Nova Scotia Trust Co. 0.11% Reduce -2.1% 4,745 $1.0M
Lavaca Capital LLC 0.62% Reduce -4.0% 4,738 $1.0M
Mainsail Financial Group, LLC 0.69% Reduce -0.6% 4,724 $1.0M
Advisory Alpha, LLC 0.04% Add +1.8% 4,707 $1.0M
J.W. Cole Advisors, Inc. 0.05% Add +3.9% 4,676 $997K
HM Payson & Co. 0.02% Add +0.3% 4,672 $996K
Compound Planning, Inc. 0.09% Add +102.4% 4,670 $995K
Country Club Bank 0.07% No change 4,631 $987K
First Merchants Corp. 0.07% Add +80.2% 4,621 $985K
Allianz SE 0.03% — 4,601 $981K
Payden & Rygel Investment Group 0.07% — 4,600 $980K
Payden & Rygel 0.07% No change 4,600 $980K
Symphony Financial, Ltd. Co. 0.23% Reduce -4.2% 4,587 $978K
Daymark Wealth Partners, LLC 0.05% Reduce -1.6% 4,568 $974K
RW Investment Management LLC 0.14% Add +10.3% 4,567 $973K
J. W. Coons Advisors, LLC 0.17% No change 4,550 $970K
MWA Asset Management 0.70% Add +2.9% 4,549 $970K
MIdWestOne Financial Group, Inc. 0.17% Add +1.1% 4,547 $969K
Schonfeld Strategic Advisors LLC 0.01% Reduce -67.6% 4,526 $965K
OneAscent Financial Services LLC 0.11% Reduce -0.7% 4,493 $958K
IFP Advisors, Inc 0.04% Add +3.6% 4,492 $957K
Simplex Trading, LLC 0.03% Reduce -62.1% 4,488 $956K
Park Avenue Securities LLC 0.01% Add +12.3% 4,478 $955K
NCP Inc. 0.66% — 4,471 $953K
GW Henssler & Associates Ltd. 0.06% Add +1.9% 4,464 $952K
Twin Capital Management Inc. 0.12% Add +1.6% 4,435 $945K
STAR Financial Bank 0.81% No change 4,431 $944K
CWA Asset Management Group, LLC 0.06% Reduce -16.1% 4,404 $939K
Inspirion Wealth Advisors, LLC 0.15% Add +0.0% 4,401 $938K
Dempze Nancy E 0.71% Reduce -2.8% 4,390 $936K
Capital Investment Counsel, LLC 0.20% New 4,384 $934K
Werlinich Asset Management, LLC 0.61% Reduce -1.9% 4,335 $928K
IMS Capital Management 0.43% Reduce -3.3% 4,342 $925K
Pinnacle Wealth Management Advisory Group, LLC 0.10% Reduce -0.9% 4,340 $925K
Wesbanco Bank Inc. 0.03% Add +35.7% 4,299 $916K
Cigna Investments Inc. 0.17% Reduce -1.4% 4,284 $913K
Mayflower Financial Advisors, LLC 0.15% Add +1.2% 4,273 $911K
Diversified Trust Co. 0.03% Add +144.1% 4,271 $911K
MMBG Investment Advisors Co. 0.10% No change 4,260 $908K
Cypress Asset Management Inc. 0.25% Add +1.2% 4,256 $907K
Logan Capital Management Inc. 0.04% Reduce -0.2% 4,251 $906K
Douglas Lane & Associates, LLC 0.01% Reduce -1.1% 4,250 $906K
Wulff, Hansen & Co. 0.90% No change 4,234 $902K
Smith Salley Wealth Management 0.07% New 4,218 $899K
McDonald Partners LLC 0.25% Add +0.0% 4,214 $898K
Moneco Advisors, LLC 0.14% Reduce -1.5% 4,213 $898K
Silvercrest Asset Management Group LLC 0.01% Reduce -30.1% 4,208 $897K
Bayesian Capital Management, LP 0.09% New 4,195 $894K
Integrated Advisors Network LLC 0.05% Add +0.2% 4,189 $893K
American National Bank & Trust 0.12% Add +106.1% 4,153 $885K
Kennedy Investment Group, Inc. 0.47% Add +1.6% 4,132 $881K
Regatta Capital Group, LLC 0.20% No change 4,116 $877K
Montecito Bank & Trust 0.17% Reduce -6.3% 4,103 $875K
Aberdeen Wealth Management LLC 0.51% No change 4,085 $871K
Harbour Trust & Investment Management Co 0.11% No change 4,075 $869K
Allen Mooney & Barnes Investment Advisors LLC 0.17% Reduce -6.2% 4,215 $868K
HF Advisory Group, LLC 0.49% Reduce -2.3% 4,069 $868K
Florida Trust Wealth Management Co 0.03% Add +11.3% 4,067 $867K
GAMMA Investing LLC 0.18% Add +29.1% 4,046 $863K
Qtron Investments LLC 0.12% No change 4,045 $862K
Busey Bank 0.03% Reduce -0.8% 4,028 $859K
Ameritas Investment Partners, Inc. 0.03% Reduce -2.0% 4,026 $858K
Mesirow Financial Investment Management, Inc. 0.02% Add +66.2% 4,026 $858K
Founders Financial Alliance, LLC 0.26% Reduce -2.6% 4,024 $858K
Tradewinds, LLC. 0.41% — 3,992 $851K
Transcend Capital Advisors, LLC 0.07% Add +3.2% 3,987 $850K
Beaumont Financial Advisors, LLC 0.07% Add +26.1% 3,982 $849K
Symmetry Partners, LLC 0.07% No change 3,979 $848K
Bluesphere Advisors LLC 0.47% No change 3,977 $848K
Advisors Capital Management, LLC 0.02% Add +12.1% 3,964 $845K
Community Bank, N.A. 0.11% Reduce -4.8% 3,962 $844K
First National Bank of Hutchinson 0.56% Add +0.5% 3,941 $840K
Householder Group Estate & Retirement Specialist, LLC 0.25% Add +30.5% 3,933 $839K
Rwa Wealth Partners, LLC 0.01% Reduce -13.2% 3,929 $837K
Lanark Financial, Inc. 0.08% Reduce -2.1% 3,929 $837K
Realta Investment Advisors 0.17% Reduce -1.9% 3,925 $837K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.33% Reduce -20.1% 4,071 $832K
NBT Bank, N.A. 0.06% Reduce -11.8% 3,882 $827K
Notis-McConarty Edward 0.33% No change 3,875 $826K
Syon Capital LLC 0.08% Add +3.8% 3,872 $825K
Grey Street Capital, LLC 0.11% New 3,869 $825K
Ipswich Investment Management Co., Inc. 0.19% No change 3,850 $821K
Americana Partners, LLC 0.07% Reduce -49.0% 3,850 $821K
Financial Advocates Investment Management 0.05% Reduce -1.2% 3,839 $818K
Seamount Financial Group Inc. 0.71% No change 3,820 $814K
Mill Creek Capital Advisors, LLC 0.02% Add +2.3% 3,819 $814K
Tributary Capital Management, LLC 0.07% Reduce -1.3% 3,815 $813K
HUB Investment Partners, LLC 0.04% Add +18.4% 3,808 $812K
KWB Wealth 0.11% Reduce -5.7% 3,775 $805K
Bank Ozk 0.36% Reduce -3.6% 3,742 $798K
NCM Capital Management, LLC 0.45% No change 3,737 $797K
Hartline Investment Corp./ 0.14% Reduce -69.6% 3,718 $792K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.14% Reduce -20.1% 3,718 $792K
Principal Securities, Inc. 0.02% Add +24.6% 3,702 $789K
Linscomb Wealth, Inc. 0.04% No change 3,683 $785K
Beacon Bank & Trust 0.19% Add +1.0% 3,674 $783K
Calydon Capital 0.15% Add +8.4% 3,677 $783K
SteelPeak Wealth, LLC 0.04% Add +0.6% 3,646 $777K
Solidarity Wealth, LLC 0.24% No change 3,642 $776K
Hyman Charles D 0.04% No change 3,641 $776K
Richwood Investment Advisors, LLC 0.69% Reduce -0.0% 3,637 $775K
Maxi Investments CY Ltd 0.21% New 3,636 $775K
Verdad Advisers, LP 0.84% New 3,633 $774K
Caldwell Sutter Capital, Inc. 0.37% Add +734.0% 3,628 $773K
Northeast Financial Group, Inc. 0.34% Reduce -40.1% 3,591 $765K
One Capital Management, LLC 0.03% Add +9.6% 3,576 $762K
AlphaCore Capital LLC 0.20% Add +14.4% 3,575 $762K
MCF Advisors LLC 0.06% Add +0.2% 3,570 $761K
Guardian Wealth Advisors, LLC / NC 0.09% Add +19.1% 3,566 $760K
Oakworth Capital, Inc. 0.06% Reduce -1.4% 3,562 $759K
Avior Wealth Management, LLC 0.04% Add +116.5% 3,559 $759K
Avidian Wealth Enterprises, LLC 0.04% Add +3.8% 3,547 $756K
King Wealth Management Group 0.13% Reduce -2.2% 3,532 $753K
Smith, Moore & Co. 0.08% Reduce -5.4% 3,528 $752K
Seneca House Advisors 0.33% Reduce -10.6% 3,527 $752K
Lake Street Advisors Group, LLC 0.04% Reduce -5.8% 3,525 $751K
Gladstone Institutional Advisory LLC 0.04% Reduce -24.9% 3,510 $748K
First Foundation Advisors 0.03% Add +13.6% 3,504 $747K
Bill Few Associates, Inc. 0.30% Add +31.3% 3,476 $741K
Advisor OS, LLC 0.09% Add +99.7% 3,476 $741K
Portside Wealth Group, LLC 0.14% Reduce -4.3% 3,465 $739K
Westpac Banking Corp. 0.06% Reduce -5.2% 3,462 $738K
Public Sector Pension Investment Board 0.01% Reduce -8.0% 3,458 $737K
Cassia Capital Partners, LLC 0.49% Add +27.9% 3,457 $737K
Midland Wealth Advisors, LLC 0.05% Add +34.2% 3,448 $735K
Verus Capital Partners, LLC 0.08% Reduce -0.1% 3,419 $729K
Nwam LLC 0.06% Add +11.5% 3,413 $720K
Shepherd Financial Partners LLC 0.09% Add +0.2% 3,370 $718K
SL Advisors, LLC 1.41% Add +0.8% 3,364 $717K
Successful Portfolios LLC 0.49% Reduce -1.2% 3,364 $717K
Pine Valley Investments Ltd Liability Co 0.06% Add +1.0% 3,353 $715K
Ceeto Capital Group, LLC 0.29% No change 3,351 $714K
Kades & Cheifetz LLC 0.46% Add +1.1% 3,340 $712K
Alliance Wealth Advisors, LLC 0.45% No change 3,325 $709K
Peoples Financial Services Corp. 0.31% Reduce -4.5% 3,302 $704K
Algebris (uk) Ltd. 0.31% Reduce -24.0% 3,550 $701K
Mosaic Family Wealth Partners, LLC 0.12% Add +3.1% 3,288 $701K
Madison Asset Management, LLC 0.01% No change 3,275 $698K
HTLF Bank 0.08% Add +2.9% 3,273 $698K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +11.0% 3,260 $695K
Spinnaker Trust 0.04% No change 3,254 $694K
Cozad Asset Management Inc. 0.07% Reduce -0.2% 3,253 $693K
Thomasville National Bank 0.06% Reduce -1.8% 3,250 $693K
Walter & Keenan Wealth Management LLC /in/ 0.23% Add +3.8% 3,245 $692K
Inceptionr LLC 0.18% New 3,239 $690K
Orleans Capital Management Corp. 0.45% Reduce -11.1% 3,217 $686K
Dopkins Wealth Management, LLC 0.41% New 3,217 $686K
McElhenny Sheffield Capital Management, LLC 0.24% Reduce -10.9% 3,216 $685K
Mitchell McLeod Pugh & Williams Inc. 0.16% Add +3.4% 3,207 $684K
Caprock Group, LLC 0.04% Add +5.9% 3,198 $682K
Exchange Traded Concepts, LLC 0.02% Reduce -24.7% 3,180 $678K
Eldridge Investment Advisors, Inc. 0.17% No change 3,170 $676K
Cornerstone Wealth Management, LLC 0.05% Add +0.5% 3,151 $672K
Legacy Capital Group California, Inc. 0.25% Reduce -3.6% 3,145 $670K
Good Life Advisors, LLC 0.06% Add +0.0% 3,143 $670K
Evergreen Capital Management LLC 0.03% Reduce -9.8% 3,131 $667K
Verdence Capital Advisors LLC 0.06% Add +2.6% 3,118 $665K
Renaissance Group LLC 0.03% Reduce -30.3% 3,115 $664K
Trust Point Inc. 0.05% Reduce -42.3% 3,110 $663K
W1M Investment Management Ltd 0.01% No change 3,100 $661K
Boston Research & Management Inc. 0.16% No change 3,090 $658K
9258 Wealth Management, LLC 0.10% Add +0.1% 3,082 $657K
Morton Capital Management LLC 0.18% No change 3,064 $653K
Shoker Investment Counsel, Inc. 0.23% Add +0.1% 3,060 $652K
Retirement Guys Formula LLC 0.32% New 3,051 $650K
Meyer Handelman Co. 0.02% Reduce -4.7% 3,050 $650K
CHICAGO TRUST Co NA 0.13% Reduce -4.6% 3,043 $649K
Jennison Associates LLC 0.00% Reduce -9.1% 3,042 $648K
Mechanics Financial Corp 0.34% No change 3,041 $648K
Community Bank & Trust, Waco, Texas 0.16% Add +1.4% 3,027 $645K
Heritage Wealth Advisors 0.03% Reduce -18.9% 3,024 $645K
Moloney Securities Asset Management, LLC 0.10% Add +0.1% 3,019 $644K
Xcel Wealth Management, LLC 0.20% No change 3,007 $641K
Schechter Investment Advisors, LLC 0.05% Add +1.1% 3,002 $640K
Rbo & Co. LLC 0.11% No change 3,000 $639K
Tyche Wealth Partners LLC 0.16% Reduce -35.2% 2,984 $636K
Jeppson Wealth Management, LLC 0.25% Reduce -0.4% 2,977 $635K
Ausdal Financial Partners, Inc. 0.07% Add +25.6% 2,975 $634K
CMG Global Holdings, LLC 0.44% No change 2,974 $634K
Insigneo Advisory Services, LLC 0.08% Add +18.8% 2,970 $633K
Legacy Wealth Asset Management, LLC 0.18% Add +0.4% 2,964 $632K
Blue Trust, Inc. 0.01% Reduce -6.5% 2,964 $632K
Wealthspire Retirement, LLC 0.05% Add +15.6% 2,947 $628K
Values First Advisors, Inc. 0.37% Add +2.2% 2,946 $628K
Angeles Wealth Management, LLC 0.06% Add +8.6% 2,943 $627K
TrinityPoint Wealth, LLC 0.10% Reduce -0.0% 2,933 $625K
Appleton Partners Inc. 0.05% Reduce -2.5% 2,932 $625K
Smartleaf Asset Management LLC 0.12% Add +36.0% 2,919 $625K
Ti-Trust, Inc. 0.46% Add +12.5% 2,929 $624K
Nomura Holdings Inc. 0.01% New 2,926 $624K
Quotient Wealth Partners, LLC 0.02% Add +75.7% 2,915 $621K
Flputnam Investment Management Co. 0.01% Add +18.0% 2,914 $621K
Forza Wealth Management, LLC 0.32% No change 2,902 $619K
Quaker Wealth Management, LLC 0.25% Add +91.0% 2,881 $614K
Marble Harbor Investment Counsel, LLC 0.07% No change 2,878 $613K
Arden Trust Co 0.09% Reduce -1.7% 2,868 $611K
Tradition Wealth Management, LLC 0.06% Reduce -3.4% 2,863 $610K
Cahaba Wealth Management, Inc. 0.06% Reduce -2.2% 2,862 $610K
Curi Capital, LLC 0.01% Add +50.4% 2,840 $605K
Simmons Bank 0.05% Reduce -6.8% 2,836 $604K
Magnus Financial Group LLC 0.07% Add +7.8% 2,834 $604K
Cassaday & Co Wealth Management LLC 0.02% Add +15.6% 2,832 $604K
International Assets Investment Management, LLC 0.06% Add +0.7% 2,835 $604K
Lester Murray Antman dba SimplyRich 0.19% Add +1.3% 2,811 $600K
Northwest Investment Counselors, LLC 0.15% No change 2,812 $599K
Joel Isaacson & Co., LLC 0.03% Add +0.9% 2,804 $598K
Pitcairn Co. 0.04% Add +6.8% 2,796 $596K
Sawyer & Company, Inc 0.24% Reduce -2.3% 2,795 $596K
Arvest Trust Co. N A 0.03% Add +104.3% 2,775 $591K
Meridian Financial Advisors, LLC 0.44% Reduce -5.8% 2,771 $591K
Farther Finance Advisors, LLC 0.04% Add +16.9% 2,772 $590K
Great Lakes Retirement, Inc. 0.09% Reduce -1.8% 2,767 $590K
Modera Wealth Management, LLC 0.01% Add +2.5% 2,762 $589K
KLCM Advisors, Inc. 0.08% Add +44.7% 2,753 $587K
W.G. Shaheen & Associates DBA Whitney & Co 0.07% No change 2,750 $586K
Bright Futures Wealth Management, LLC. 0.32% — 2,745 $584K
Glenview Trust Co 0.01% Reduce -8.3% 2,720 $580K
Atwood & Palmer Inc. 0.04% No change 2,707 $577K
Court Place Advisors, LLC 0.19% No change 2,703 $576K
Primoris Wealth Advisors, LLC 0.46% Reduce -3.9% 2,698 $575K
Kuhn & Co Investment Counsel 0.54% No change 2,691 $574K
Falcon Wealth Planning 0.09% Add +0.5% 2,680 $571K
GS Investments, Inc. 0.28% No change 2,675 $570K
Abbrea Capital, LLC 0.08% Add +3.3% 2,673 $570K
Mendel Money Management 0.26% Add +0.5% 2,670 $569K
Fort Point Capital Partners LLC 0.08% No change 2,659 $567K
FineMark National Bank & Trust 0.02% Reduce -3.2% 2,659 $567K
Creekmur Asset Management LLC 0.19% Add +13.6% 2,654 $566K
Clearview Wealth Advisors LLC 0.58% Reduce -2.0% 2,652 $565K
Hohimer Wealth Management, LLC 0.13% No change 2,650 $565K
Vestmark Advisory Solutions, Inc. 0.02% Add +7.5% 2,648 $564K
Johnson Financial Group, Inc. 0.03% Reduce -30.2% 2,647 $564K
Buska Wealth Management, LLC 0.25% — 2,646 $564K
Per Stirling Capital Management, LLC. 0.09% Reduce -3.9% 2,644 $563K
Herold Advisors, Inc. 0.14% Reduce -66.8% 2,638 $562K
Van Cleef Asset Management,Inc 0.07% Add +0.0% 2,607 $556K
Apella Capital, LLC 0.03% Add +0.0% 2,689 $555K
Cognios Beta Neutral Large Cap Fund, LP 0.72% Reduce -20.1% 2,598 $554K
Legacy Capital Wealth Partners, LLC 0.39% Add +62.3% 3,349 $553K
Atom Investors LP 0.07% Reduce -89.1% 2,594 $553K
Zullo Investment Group, Inc. 0.26% Reduce -1.8% 2,591 $552K
Canandaigua National Bank & Trust Co. 0.08% Reduce -1.0% 2,586 $551K
Global Assets Advisory, LLC 0.33% New 2,585 $550K
Brooklyn Investment Group 0.24% Add +0.3% 2,576 $548K
Benchmark Financial Wealth Advisors, LLC 0.21% Add +8.3% 2,573 $548K
Signal Advisors Wealth, LLC 0.14% Add +2.2% 2,571 $548K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% Reduce -4.6% 2,558 $545K
Am Investment Strategies LLC 0.14% Add +6.9% 2,552 $544K
Summit Financial, LLC 0.03% Add +6.7% 2,549 $543K
Stablepoint Partners, LLC 0.11% Add +3.1% 2,544 $542K
Sanders Morris Harris LLC 0.10% New 2,542 $542K
Weinberger Asset Management, Inc 0.26% Add +0.4% 2,541 $542K
Stockman Wealth Management, Inc. 0.10% Reduce -0.9% 2,540 $541K
Latitude Advisors, LLC 0.34% Add +0.1% 2,534 $540K
Ifrah Financial Services, Inc. 0.15% Reduce -1.6% 2,533 $540K
Capital Analysts, LLC 0.03% Reduce -93.6% 2,523 $538K
Foguth Wealth Management, LLC. 0.29% — 2,515 $536K
Parthenon LLC 0.07% Reduce -3.7% 2,500 $533K
USA Financial Formulas 0.09% Reduce -13.4% 2,496 $532K
Summit Financial Wealth Advisors, LLC 0.11% No change 2,483 $529K
InterOcean Capital Group, LLC 0.01% Reduce -2.7% 2,480 $529K
Old Second National Bank of Aurora 0.14% No change 2,478 $528K
Geneva Partners, LLC 0.23% No change 2,468 $526K
Red Cedar Investment Management, LLC 0.07% No change 2,466 $526K
Goelzer Investment Management, Inc. 0.03% Add +56.4% 2,466 $526K
Jupiter Wealth Management LLC 0.28% No change 2,500 $525K
KPP Advisory Services LLC 0.14% Reduce -0.8% 2,455 $523K
Burke & Herbert Bank & Trust Co. 0.39% Reduce -22.3% 2,445 $521K
Viawealth, LLC 0.33% No change 2,440 $520K
Lindbrook Capital, LLC 0.05% Add +1.2% 2,429 $518K
Elevation Point Wealth Partners, LLC 0.04% Reduce -7.1% 2,414 $515K
Clarius Group, LLC 0.04% Reduce -22.3% 2,414 $515K
Wilmington Savings Fund Society, FSB 0.02% — 2,412 $514K
Cyndeo Wealth Partners, LLC 0.04% Reduce -1.6% 2,410 $514K
Forum Financial Management, LP 0.01% Reduce -6.4% 2,408 $513K
Bond & Devick Financial Network, Inc. 0.28% No change 2,400 $512K
Graham Capital Management, L.P. 0.03% New 2,400 $512K
Wealth Dimensions Group, Ltd. 0.15% No change 2,398 $511K
Vest Financial, LLC 0.01% New 2,398 $511K
Badgley Phelps Wealth Managers, LLC 0.01% Add +15.1% 2,390 $509K
Aigen Investment Management, LP 0.11% Add +91.1% 2,389 $509K
Farmers & Merchants Trust Co of Chambersburg PA 0.21% Reduce -2.8% 2,388 $509K
Cornerstone Advisory, LLC 0.07% Add +2.0% 2,382 $508K
Hoylecohen, LLC 0.04% Add +0.0% 2,381 $507K
GC Wealth Management RIA, LLC 0.10% Add +19.3% 2,375 $506K
Wellington Shields Capital Management, LLC 0.10% Add +0.0% 2,371 $505K
First Nebraska Trust Co 0.05% No change 2,351 $501K
Crestwood Advisors Group, LLC 0.01% Add +14.6% 2,350 $501K
Patron Partners, LLC 0.30% Add +24.0% 2,346 $500K
Claro Advisors Inc. 0.09% Add +13.8% 2,343 $499K
Monumental Financial Group Inc. 0.26% No change 2,334 $498K
Pinnacle Wealth Planning Services, Inc. 0.07% Add +1.3% 2,326 $496K
Hudock, Inc. 0.11% Add +0.1% 2,325 $496K
Adell Harriman & Carpenter Inc. 0.04% Reduce -12.3% 2,313 $493K
SlateStone Wealth, LLC 0.05% Add +5.6% 2,309 $492K
Capital Investment Advisory Services, LLC 0.05% Reduce -1.9% 2,305 $491K
Etesian Wealth Advisors, Inc. 0.28% No change 2,305 $491K
Private Capital Management, LLC 0.06% No change 2,304 $491K
Conning Inc. 0.02% Reduce -4.2% 2,302 $491K
KMG Fiduciary Partners, LLC 0.05% No change 2,287 $487K
Stuart Chaussee & Associates, Inc. 0.14% No change 2,286 $487K
Brevan Howard Capital Management LP 0.05% Reduce -64.3% 2,281 $486K
Tucker Asset Management LLC 0.11% Reduce -31.5% 2,281 $486K
Intrua Financial, LLC 0.08% Reduce -2.1% 2,275 $485K
Formidable Asset Management, LLC 0.08% New 2,272 $484K
Keel Point, LLC 0.05% Add +5.1% 2,271 $484K
Syntegra Private Wealth Group, LLC 0.06% No change 2,268 $483K
Howe & Rusling Inc. 0.05% New 2,259 $482K
CoreCap Advisors, LLC 0.03% Add +10.6% 2,256 $481K
BlackDiamond Wealth Management, LLC 0.34% Reduce -5.8% 2,251 $480K
Syntax Research, Inc. 0.37% Add +4.2% 2,244 $478K
Aspiriant, LLC 0.02% Add +4.5% 2,226 $474K
Vaughan David Investments LLC 0.01% Add +33.9% 2,222 $474K
Harvest Fund Management Co., Ltd 0.04% New 2,213 $472K
Moody National Bank Trust Division 0.04% No change 2,208 $471K
MPS Loria Financial Planners, LLC 0.16% Reduce -2.9% 2,181 $465K
Csenge Advisory Group 0.03% Reduce -2.2% 2,173 $463K
Alaethes Wealth, LLC 0.20% Reduce -9.0% 2,170 $463K
Shelton Capital Management 0.01% No change 2,168 $462K
Saturna Capital Corp. 0.01% No change 2,162 $461K
Resolute Wealth Strategies, LLC 0.28% Add +0.4% 2,159 $460K
Waverly Advisors, LLC 0.01% Add +32.6% 2,155 $459K
Roman Butler Fullerton & Co. 0.17% Reduce -0.3% 2,207 $458K
Canopy Partners, LLC 0.22% Add +36.1% 2,144 $457K
Nicolet Advisory Services, LLC 0.05% Reduce -13.8% 2,199 $454K
Jag Capital Management, LLC 0.06% Reduce -4.2% 2,124 $453K
Alpha Cubed Investments, LLC 0.02% Add +7.5% 2,122 $452K
Paloma Partners Management Co 0.09% Add +958.0% 2,116 $451K
Connecticut Wealth Management, LLC 0.02% Reduce -7.6% 2,112 $450K
First National Bank Sioux Falls 0.24% No change 2,105 $449K
Independent Solutions Wealth Management, LLC 0.11% Reduce -12.5% 2,103 $448K
Sweet Financial Partners, LLC 0.10% Add +0.1% 2,099 $447K
Inspire Investing, LLC 0.05% Reduce -15.9% 2,086 $445K
Ledyard National Bank 0.04% Reduce -6.7% 2,074 $442K
&partners 0.06% New 2,072 $442K
Dark Forest Capital Management LP 0.07% New 2,071 $441K
UNIVEST FINANCIAL Corp 0.12% Reduce -33.6% 2,069 $441K
Clarity Financial LLC 0.07% Reduce -0.1% 2,060 $439K
Wealth Management Partners, LLC 0.22% No change 2,055 $438K
Capital Advisors, Ltd. LLC 0.06% Add +2.6% 2,053 $438K
Horan Capital Advisors, LLC. 0.16% Reduce -11.5% 2,054 $438K
Parkside Financial Bank & Trust 0.07% Add +25.2% 2,054 $438K
First Affirmative Financial Network 0.32% Reduce -1.1% 2,049 $437K
Annex Advisory Services, LLC 0.02% Add +50.0% 2,043 $436K
American Institute for Advanced Investment Management, LLP 0.34% Add +22.5% 2,040 $435K
Sound Income Strategies, LLC 0.03% Add +2255.8% 2,026 $432K
Duncan Williams Asset Management, LLC 0.39% — 2,025 $432K
T. Rowe Price Investment Management, Inc. 0.00% Add +119.2% 2,017 $430K
New Hampshire Trust 0.10% Reduce -2.6% 2,015 $429K
Catalyst Financial Partners LLC 0.11% Add +16.4% 2,083 $429K
Arlington Trust Co LLC 0.11% Reduce -3.5% 2,012 $429K
Smithfield Trust Co 0.02% Add +0.6% 2,010 $428K
Alera Investment Advisors, LLC 0.06% Add +1.9% 2,000 $426K
Johnson Bixby & Associates, LLC 0.07% No change 2,000 $426K
Wolverine Asset Management LLC 0.04% Reduce -60.0% 2,000 $426K
Compton Wealth Advisory Group, LLC 0.12% No change 1,995 $425K
Seeds Investor LLC 0.39% Reduce -17.4% 1,994 $425K
StoneX Group Inc. 0.04% Reduce -5.7% 1,992 $425K
Arthur M. Cohen & Associates, LLC 0.09% No change 1,990 $424K
Ranch Capital Advisors Inc. 0.23% Add +2.6% 1,981 $422K
Baker Boyer National Bank 0.15% No change 1,979 $422K
Ninety One SA (Pty) Ltd 0.06% Reduce -94.7% 1,965 $420K
Diligent Investors, LLC 0.10% Add +0.2% 1,960 $418K
Norden Group LLC 0.08% New 1,959 $418K
Holderness Investments Co. 0.10% Add +17.7% 1,954 $416K
Drive Wealth Management, LLC 0.12% Add +2.1% 1,946 $415K
City State Bank 0.18% Add +0.1% 1,942 $414K
Catalina Capital Group, LLC 0.18% New 1,939 $413K
iA Global Asset Management Inc. 0.01% Reduce -17.5% 1,937 $413K
CVA Family Office, LLC 0.07% Add +0.1% 1,934 $412K
Sentry Investment Management LLC 0.16% No change 1,932 $412K
Synergy Financial Group, LTD 0.46% Reduce -23.0% 1,931 $412K
Dumont & Blake Investment Advisors LLC 0.12% No change 1,931 $412K
Cutter & CO Brokerage, Inc. 0.10% Reduce -20.5% 1,928 $411K
Burney Co./ 0.02% Add +0.8% 1,919 $409K
NSI Retail Advisors, LLC 0.06% Reduce -26.7% 1,919 $409K
CSM Advisors, LLC 0.03% Reduce -26.7% 1,919 $409K
SkyOak Wealth, LLC 0.10% No change 1,918 $409K
First Western Trust Bank 0.02% No change 1,916 $408K
Ironsides Asset Advisors, LLC 0.14% Add +7.7% 1,909 $407K
Heritage Trust Co 0.05% No change 1,908 $407K
Aviso Wealth Management 0.26% Add +6.2% 1,899 $405K
Southland Equity Partners LLC 0.11% Reduce -1.7% 1,898 $405K
Red Wave Investments LLC 0.15% Add +1.3% 1,895 $404K
Boothbay Fund Management, LLC 0.01% Reduce -70.2% 1,892 $403K
Trust Co of the South 0.09% No change 1,891 $403K
Milestone Asset Management, LLC 0.11% Add +60.6% 1,886 $402K
Cape Ann Savings Bank 0.25% Reduce -7.9% 1,885 $402K
Capital Management Associates, Inc 0.30% Add +1.9% 1,885 $402K
Rise Advisors, LLC 0.21% Add +23.8% 1,884 $402K
PDS Planning, Inc 0.04% Add +3.6% 1,882 $401K
Tennessee Valley Asset Management Partners 0.10% Add +0.3% 1,877 $400K
Old North State Trust, LLC 0.34% — 1,877 $400K
JT Stratford LLC 0.08% Reduce -10.7% 1,874 $399K
Oak Thistle LLC 0.36% New 1,873 $399K
AMG National Trust Bank 0.01% Add +0.5% 1,871 $399K
Callahan Advisors, LLC 0.04% Add +0.1% 1,868 $398K
Cohen & Steers, Inc. 0.00% No change 1,868 $398K
Revolve Wealth Partners, LLC 0.07% Add +1.6% 1,860 $396K
Philadelphia Trust Co. 0.03% Reduce -11.8% 1,860 $396K
Silver Oak Securities, Incorporated 0.06% Reduce -20.9% 1,857 $396K
Stokes Family Office, LLC 0.05% Add +3.7% 1,854 $395K
Mark Sheptoff Financial Planning, LLC 0.22% No change 1,850 $394K
Bank of Stockton 0.12% Reduce -3.1% 1,847 $394K
Meridian Wealth Advisors, LLC 0.07% Add +0.1% 1,847 $394K
Counterpoint Mutual Funds LLC 0.10% New 1,845 $393K
Sawgrass Asset Management LLC 0.04% Add +48.8% 1,840 $392K
Lakeshore Financial Planning, Inc. 0.20% Reduce -0.1% 1,817 $387K
St Germain D J Co. Inc. 0.02% Reduce -0.4% 1,817 $387K
Phoenix Financial Ltd. 0.01% New 1,819 $387K
Geneos Wealth Management Inc. 0.02% Reduce -2.7% 1,816 $387K
Trustmark Bank Trust Department 0.03% Add +3.4% 1,802 $384K
Texas Capital Bank Wealth Management Services Inc 0.04% Add +5.5% 1,801 $384K
Merrion Investment Management Co, LLC 0.27% No change 1,800 $384K
Sculati Wealth Management, LLC 0.17% No change 1,791 $382K
WESPAC Advisors, LLC 0.22% Reduce -6.0% 1,779 $379K
Keystone Financial Group 0.06% Reduce -0.5% 1,774 $378K
Breed's Hill Capital LLC 0.35% No change 1,773 $378K
Advisory Resource Group 0.09% Add +0.1% 1,773 $378K
Wealth Architects, LLC 0.05% Reduce -9.6% 1,750 $373K
CreativeOne Wealth, LLC 0.01% Add +33.9% 1,752 $373K
Rockland Trust Co. 0.02% No change 1,748 $373K
Smith Chas P & Associates Pa Cpas 0.02% New 1,746 $372K
Berger Financial Group, Inc 0.03% Add +19.9% 1,745 $372K
LRI Investments, LLC 0.09% — 1,742 $371K
Forest Hill Capital, LLC 0.32% No change 1,730 $369K
Prairie Wealth Advisors, Inc. 0.17% — 1,724 $367K
Truvestments Capital LLC 0.14% Reduce -20.3% 1,723 $367K
Estabrook Capital Management 0.06% Reduce -0.5% 1,720 $367K
KRS Capital Management, LLC 0.30% Reduce -32.7% 1,720 $367K
Cary Street Partners Asset Management LLC 0.06% No change 1,716 $366K
Wimmer Associates 1, LLC 0.19% No change 1,700 $362K
First United Bank & Trust 0.13% No change 1,700 $362K
Marcum Wealth, LLC 0.04% Reduce -18.6% 1,697 $362K
Archford Capital Strategies, LLC 0.06% Reduce -7.3% 1,695 $361K
Leelyn Smith, LLC 0.07% Reduce -4.0% 1,691 $360K
Ballast Advisors LLC 0.12% Reduce -5.7% 1,685 $359K
Legacy Financial Advisors, Inc. 0.06% Add +0.2% 1,682 $359K
Assetmark, Inc. 0.00% Reduce -15.6% 1,662 $354K
Amplius Wealth Advisors, LLC 0.04% Add +0.2% 1,658 $353K
First Business Financial Services, Inc. 0.04% No change 1,657 $353K
Gsa Capital Partners LLP 0.03% New 1,656 $353K
Cidel Asset Management Inc. 0.03% Reduce -2.4% 1,655 $353K
Gleason Group, Inc. 0.07% Add +0.3% 1,654 $353K
Dividend Assets Capital, LLC 0.07% Reduce -5.0% 1,650 $352K
Eubel Brady & Suttman Asset Management Inc. 0.05% Reduce -0.3% 1,649 $351K
EverSource Wealth Advisors, LLC 0.03% Add +60.9% 1,683 $350K
Sompo Asset Management Co., Ltd. 0.06% Reduce -19.6% 1,640 $350K
Dogwood Wealth Management LLC 0.24% Add +8.1% 1,639 $349K
Beese Fulmer Investment Management, Inc. 0.03% Reduce -13.2% 1,635 $349K
Pinnacle Bancorp, Inc. 0.10% Reduce -5.8% 1,632 $348K
Tilia Fiduciary Partners, Inc. 0.28% Reduce -2.0% 1,631 $348K
NORTHSTAR ASSET MANAGEMENT Co 0.09% No change 1,630 $347K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% No change 1,629 $347K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% New 1,627 $347K
Allen Wealth Management, LLC 0.31% Add +1.1% 1,626 $347K
Investment Advisory Group, LLC 0.14% Add +0.6% 1,624 $346K
O'ROURKE & COMPANY, Inc 0.20% Add +0.1% 1,621 $346K
Heartland Bank & Trust Co 0.20% Reduce -0.7% 1,619 $345K
Cook Wealth, LLC 0.21% No change 1,664 $345K
Foundations Investment Advisors, LLC 0.01% Reduce -41.0% 1,615 $344K
Total Clarity Wealth Management, Inc. 0.12% Add +7.0% 1,610 $343K
Auxier Asset Management LLC 0.05% No change 1,607 $343K
Annis Gardner Whiting Capital Advisors, LLC 0.12% Add +33.8% 1,599 $341K
Arrowroot Family Office, LLC 0.22% Add +0.1% 1,589 $339K
Chesapeake Wealth Management 0.12% Reduce -0.1% 1,582 $337K
Wealth Alliance, LLC 0.04% Reduce -1.3% 1,576 $336K
Northwest Wealth Management, LLC 0.09% Reduce -0.2% 1,575 $336K
Journey Strategic Wealth LLC 0.01% Reduce -4.8% 1,573 $335K
Crewe Advisors LLC 0.04% New 1,569 $334K
Circle Wealth Management, LLC 0.01% Add +8.8% 1,564 $333K
Relyea Zuckerberg Hanson LLC 0.06% Add +1.2% 1,563 $333K
Carret Asset Management, LLC 0.04% No change 1,557 $332K
Avestar Capital, LLC 0.04% New 1,556 $332K
Mattern Capital Management, LLC 0.04% New 1,554 $331K
Savvy Advisors, Inc. 0.19% Reduce -14.0% 1,554 $331K
Personal Cfo Solutions, LLC 0.05% Add +11.1% 1,549 $330K
Quantum Private Wealth, LLC 0.12% Add +1.3% 1,545 $329K
Drake & Associates, LLC 0.12% Reduce -6.7% 1,542 $329K
Trilogy Capital Inc. 0.02% New 1,542 $329K
Portfolio Design Labs, LLC 0.11% Reduce -36.0% 1,541 $328K
Creative Financial Designs Inc. 0.03% Add +28.5% 1,539 $328K
Cynosure Group, LLC 0.06% New 1,536 $327K
ARS Wealth Advisors Group, LLC 0.04% Add +0.1% 1,530 $326K
Clifford Swan Investment Counsel LLC 0.01% Reduce -6.1% 1,529 $326K
ETF Store, Inc. 0.19% Add +0.3% 1,526 $325K
Ridgecrest Wealth Partners, LLC 0.19% No change 1,525 $325K
Delta Financial Group, Inc. 0.10% Reduce -0.3% 1,524 $325K
Abner Herrman & Brock LLC 0.04% Reduce -1.4% 1,525 $325K
MBB Public Markets I LLC 0.02% New 1,522 $324K
Capital Advisors Wealth Management, LLC 0.07% Add +2.2% 1,517 $323K
Wetzel Investment Advisors, Inc. 0.19% Reduce -0.3% 1,574 $323K
Highlander Capital Management, LLC 0.13% No change 1,512 $322K
Capital Planning Advisors, LLC 0.06% Add +19.7% 1,505 $321K
LWM Advisory Services, LLC 0.26% No change 1,500 $320K
HC Advisors, LLC 0.15% Reduce -0.8% 1,500 $320K
Vigilare Wealth Management 0.16% No change 1,479 $315K
Everett Harris & Co. 0.00% Add +10.5% 1,477 $315K
Grandfield & Dodd, LLC 0.02% No change 1,475 $314K
Bragg Financial Advisors, Inc 0.01% Reduce -10.6% 1,474 $314K
Manchester Capital Management LLC 0.04% Add +0.3% 1,470 $313K
Pallas Capital Advisors LLC 0.01% Reduce -15.8% 1,464 $312K
Sigma Investment Counselors Inc. 0.02% No change 1,462 $312K
Somerville Kurt F 0.05% Reduce -9.9% 1,460 $311K
Paradigm Asset Management Co. LLC 0.08% Reduce -23.7% 1,450 $309K
Fifth Third Wealth Advisors LLC 0.05% New 1,450 $309K
D'Orazio & Associates, Inc. 0.05% Add +2.3% 1,448 $309K
Westmount Partners, LLC 0.11% Reduce -5.4% 1,441 $307K
Bryn Mawr Trust Advisors, LLC 0.02% No change 1,440 $307K
New Jersey Better Educational Savings Trust 0.58% No change 1,440 $307K
Woodward Diversified Capital, LLC 0.19% No change 1,440 $307K
Coordinated Financial Services, Inc. 0.27% — 1,437 $306K
Insight Advisors, LLC/ PA 0.06% Add +2.1% 1,432 $305K
Powell Investment Advisors, LLC 0.16% No change 1,427 $304K
Charter Research & Investment Group, Inc. 0.24% No change 1,425 $304K
Tactive Advisors, LLC 0.16% New 1,422 $303K
Wendell David Associates Inc. 0.03% Add +0.2% 1,423 $303K
Perennial Investment Advisors, LLC 0.05% Add +0.3% 1,415 $302K
Obsidian Personal Planning Solutions LLC 0.20% Reduce -2.8% 1,450 $302K
L2 Asset Management, LLC 0.10% Add +8.6% 1,408 $300K
Princeton Global Asset Management LLC 0.07% No change 1,405 $300K
Bangor Savings Bank 0.03% Reduce -6.5% 1,401 $299K
Diamant Asset Management, Inc. 0.21% Reduce -0.1% 1,400 $298K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +7.9% 1,399 $298K
Merriman Wealth Management, LLC 0.01% Add +8.0% 1,390 $296K
Vicus Capital 0.03% New 1,386 $295K
Sterling Investment Advisors, Ltd. 0.08% Add +0.1% 1,382 $294K
Zacks Investment Management 0.00% Reduce -19.2% 1,375 $293K
Hamilton Capital, LLC 0.02% Reduce -1.6% 1,374 $293K
Essex Private Wealth Management, LLC 0.83% New 1,370 $292K
CW Advisors, LLC 0.01% Reduce -12.0% 1,369 $292K
Fortune Financial Advisors, LLC 0.19% Reduce -2.8% 1,369 $292K
Operose Advisors LLC 0.10% No change 1,369 $292K
Prosperity Consulting Group, LLC 0.04% Add +18.9% 1,365 $291K
Strategic Financial Services, Inc. 0.02% No change 1,363 $291K
1776 Wealth LLC 0.14% Add +0.1% 1,360 $290K
Ade, LLC 0.19% No change 1,358 $289K
Angeles Investment Advisors, LLC 0.02% New 1,358 $289K
Beaird Harris Wealth Management, LLC 0.03% Reduce -20.6% 1,355 $289K
Financial Futures Ltd Liability Co. 0.19% No change 1,351 $288K
Bridges Investment Management Inc. 0.01% No change 1,349 $288K
Pure Financial Advisors, LLC 0.01% Reduce -7.2% 1,345 $287K
Semus Wealth Partners LLC 0.24% Reduce -13.3% 1,345 $287K
Blossom Wealth Management 0.69% No change 1,345 $287K
Summit Asset Management, LLC 0.03% No change 1,342 $286K
Mirador Capital Partners LP 0.05% Reduce -90.4% 1,342 $286K
Pinebridge Investments, L.P. 0.00% Reduce -88.5% 1,337 $285K
AlTi Global, Inc. 0.01% New 1,329 $283K
Hazlett, Burt & Watson, Inc. 0.17% No change 1,330 $283K
Stratos Wealth Advisors, LLC 0.02% New 1,325 $283K
Biltmore Family Office, LLC 0.06% No change 1,319 $281K
McAdam, LLC 0.02% Add +4.0% 1,317 $281K
Enterprise Financial Services Corp 0.17% Add +0.1% 1,316 $281K
Mission Wealth Management, LP 0.01% New 1,314 $280K
Azimuth Capital Investment Management LLC 0.01% No change 1,314 $280K
GYL Financial Synergies, LLC 0.02% New 1,312 $280K
Headinvest, LLC 0.05% Reduce -13.3% 1,309 $279K
Berkeley Capital Partners, LLC 0.08% New 1,301 $277K
Allstate Corp. 0.02% Reduce -5.7% 1,300 $277K
PFG Advisors 0.02% Reduce -34.1% 1,299 $277K
Magnolia Capital Advisors LLC 0.23% Add +12.9% 1,336 $277K
First Financial Corp. 0.14% Reduce -31.6% 1,294 $276K
Paragon Capital Management Ltd 0.05% Add +0.2% 1,293 $276K
World Equity Group, Inc. 0.06% Reduce -76.3% 1,289 $275K
D L Carlson Investment Group Inc. 0.05% Reduce -7.1% 1,289 $275K
Genesee Capital Advisors, LLC 0.15% Add +0.3% 1,285 $274K
West Michigan Advisors, LLC 0.09% Reduce -21.6% 1,283 $274K
Proficio Capital Partners LLC 0.03% Add +4.9% 1,282 $273K
Winthrop Advisory Group LLC 0.04% Reduce -1.5% 1,275 $272K
Hurlow Wealth Management Group, Inc. 0.10% No change 1,274 $272K
Bluespring Wealth Management, LLC 0.03% Add +0.2% 1,274 $272K
Vectors Research Management, LLC 0.08% Add +1.3% 1,270 $271K
iSAM Funds (UK) Ltd 0.15% New 1,269 $270K
Visionary Wealth Advisors 0.02% Reduce -0.5% 1,268 $270K
Jones Financial Companies LLLP 0.00% Add +155.6% 1,260 $268K
Tsfg, LLC 0.07% Reduce -1.2% 1,258 $268K
Global Financial Private Client, LLC 0.12% No change 1,257 $268K
Ameliora Wealth Management Ltd. 0.12% No change 1,250 $266K
First National Corp. /Ma/ 0.07% No change 1,479 $265K
Means Investment Co., Inc. 0.03% Add +4.6% 1,240 $264K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -5.6% 1,273 $264K
Wealth Management Associates, Inc. 0.12% Reduce -4.8% 1,237 $264K
Moseley Investment Management Inc. 0.13% No change 1,235 $263K
Resonant Capital Advisors, LLC 0.02% New 1,231 $262K
Versant Capital Management, Inc 0.07% Reduce -33.4% 1,230 $262K
Paradice Investment Management LLC 0.05% New 1,230 $262K
Lake Street Private Wealth, LLC 0.04% Reduce -7.5% 1,230 $262K
Larson Financial Group LLC 0.02% Add +4.4% 1,228 $262K
A. D. Beadell Investment Counsel, Inc. 0.23% No change 1,225 $261K
Morningstar Investment Services LLC 0.00% Reduce -39.2% 1,215 $260K
Ridgewood Investments LLC 0.14% No change 1,219 $260K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.11% Add +38.7% 1,219 $260K
Florida Financial Advisors, LLC 0.19% Reduce -12.4% 1,218 $260K
Legacy Edge Advisors, LLC 0.05% No change 1,218 $260K
Phillips Wealth Planners LLC 0.30% Reduce -15.6% 1,262 $259K
Balboa Wealth Partners 0.08% New 1,214 $259K
RAM Investment Partners, LLC 0.08% New 1,205 $257K
Alliance Wealth Advisors, LLC 0.08% New 1,202 $256K
PBMares Wealth Management LLC 0.07% No change 1,202 $256K
Fiera Capital Corp 0.00% New 1,200 $256K
D.B. Root & Company, LLC 0.09% New 1,192 $254K
Quantum Financial Advisors, LLC 0.05% New 1,192 $254K
Brooks, Moore & Associates, Inc. 0.16% No change 1,188 $253K
Frisch Financial Group, Inc. 0.08% Add +0.3% 1,186 $253K
Pflug Koory, LLC 0.02% Reduce -1.9% 1,184 $252K
SignalPoint Asset Management, LLC 0.07% Reduce -4.1% 1,183 $252K
Rossmore Private Capital 0.03% No change 1,180 $252K
Freestone Capital Holdings, LLC 0.01% New 1,178 $251K
Cedar Brook Financial Partners, LLC 0.05% Add +2.0% 1,178 $251K
Wayfinding Financial, LLC 0.15% Reduce -0.3% 1,195 $250K
Sage Mountain Advisors LLC 0.03% Reduce -19.4% 1,171 $250K
Grant Street Asset Management, Inc. 0.08% No change 1,169 $249K
Certuity, LLC 0.02% Reduce -21.8% 1,164 $248K
AlphaStar Capital Management, LLC 0.03% Reduce -72.2% 1,152 $246K
Silver Coast Investments LLC 0.10% New 1,152 $246K
LaFleur & Godfrey LLC 0.04% No change 1,152 $246K
Gray Wealth Management Inc. 0.11% New 1,148 $245K
MBA Advisors LLC 0.13% New 1,147 $245K
Fi3 FINANCIAL ADVISORS, LLC 0.11% Reduce -6.0% 1,174 $244K
One Day In July LLC 0.03% New 1,143 $244K
Modern Wealth Management, LLC 0.02% New 1,143 $244K
Fox Run Management, L.L.C. 0.05% New 1,139 $243K
TFC Financial Management, Inc. 0.04% Reduce -1.5% 1,133 $242K
Courier Capital LLC 0.02% No change 1,130 $241K
Up Strategic Wealth Investment Advisors LLC 0.39% No change 1,129 $241K
CM Wealth Advisors LLC 0.07% New 1,142 $240K
Regent Peak Wealth Advisors LLC 0.06% Reduce -1.1% 1,116 $238K
Davis R M Inc. 0.01% Reduce -15.2% 1,116 $238K
CPC Advisors, LLC 0.04% New 1,115 $238K
North Star Asset Management Inc. 0.01% New 1,115 $238K
Compass Ion Advisors, LLC 0.03% New 1,108 $236K
Excalibur Management Corp. 0.10% New 1,106 $236K
Essex Bank 0.07% No change 1,316 $236K
Winch Advisory Services, LLC 0.07% Add +0.2% 1,103 $235K
Retirement Planning Group, LLC 0.02% New 1,102 $235K
MADDEN SECURITIES Corp 0.11% Reduce -8.3% 1,098 $234K
Washington Trust Advisors, Inc. 0.02% No change 1,098 $234K
S&co Inc. 0.02% New 1,100 $234K
Wolff Wiese Magana LLC 0.20% No change 1,092 $233K
Financial Guidance Group, Inc. 0.15% New 1,092 $233K
American Financial Advisors, LLC 0.03% New 1,092 $233K
Providence First Trust Co 0.10% Reduce -3.5% 1,090 $232K
Main Street Financial Solutions, LLC 0.02% Reduce -7.6% 1,089 $232K
Plancorp, LLC 0.01% New 1,088 $232K
Graves Light Lenhart Wealth, Inc. 0.03% Reduce -24.4% 1,087 $232K
New Covenant Trust Company, N.A. 0.23% — 1,083 $231K
M&R Capital Management Inc. 0.06% Reduce -31.2% 1,081 $230K
Beacon Investment Advisors LLC 0.13% New 1,080 $230K
Hilton Capital Management, LLC 0.02% Reduce -6.8% 1,080 $230K
First County Bank 0.11% Reduce -9.3% 1,078 $230K
Bray Capital Advisors 0.06% No change 1,075 $229K
Gen-Wealth Partners Inc 0.11% — 1,074 $229K
Waterloo Capital, L.P. 0.03% New 1,072 $229K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 1,071 $228K
Pasadena Private Wealth, LLC 0.05% New 1,068 $228K
Optas, LLC 0.06% New 1,067 $227K
CRA Financial Services, LLC 0.05% New 1,066 $227K
Camden National Bank 0.04% Reduce -8.3% 1,065 $227K
Lowe Brockenbrough & Co. Inc. 0.02% Reduce -12.8% 1,058 $226K
Breakwater Capital Group 0.06% New 1,057 $225K
FirstPurpose Wealth LLC 0.08% New 1,082 $225K
Kellett Wealth Advisors, LLC 0.16% New 1,052 $224K
First National Bank & Trust Co. of Newtown 0.05% New 1,050 $224K
TNF LLC 0.09% Reduce -3.4% 1,062 $223K
Whalerock Point Partners, LLC 0.06% New 1,048 $223K
Astoria Portfolio Advisors LLC. 0.09% New 1,087 $223K
Premier Path Wealth Partners, LLC 0.04% New 1,046 $223K
Silvant Capital Management LLC 0.01% No change 1,044 $223K
Fiduciary Group, LLC 0.02% New 1,040 $222K
Resolute Advisors LLC 0.04% Reduce -51.4% 1,037 $221K
Rodgers Brothers Inc. 0.03% New 1,033 $220K
Watts Gwilliam & Co., LLC 0.07% — 1,049 $220K
Hilltop National Bank 0.07% — 1,031 $220K
Leisure Capital Management 0.11% New 1,029 $219K
MV Capital Management, Inc. 0.03% Reduce -0.1% 1,028 $219K
Key Client Fiduciary Advisors, LLC 0.12% New 1,027 $219K
Fairhaven Wealth Management, LLC 0.08% Reduce -29.4% 1,027 $219K
Kanawha Capital Management LLC 0.02% Reduce -13.0% 1,027 $219K
Weaver Consulting Group 0.08% New 1,023 $218K
Sovereign Financial Group, Inc. 0.06% New 1,020 $217K
Ethos Financial Group, LLC 0.04% Reduce -8.6% 1,018 $217K
Quent Capital, LLC 0.03% Add +25.6% 1,017 $217K
D. Scott Neal, Inc. 0.14% New 1,017 $217K
Navellier & Associates Inc. 0.03% New 1,016 $217K
Keystone Wealth Services, LLC 0.07% Reduce -17.1% 1,015 $216K
Stableford Capital II LLC 0.09% New 1,014 $216K
NatWest Group plc 0.08% New 1,013 $216K
Greenwood Gearhart LLC 0.02% No change 1,012 $216K
Seed Wealth Management, Inc. 0.21% New 1,012 $215K
Planning Directions Inc. 0.15% New 1,010 $215K
TRUE Private Wealth Advisors 0.02% New 1,007 $215K
Human Investing LLC 0.04% New 1,006 $214K
Selective Wealth Management, Inc. 0.09% New 1,029 $214K
S.E.E.D. Planning Group LLC 0.08% Reduce -12.5% 1,005 $214K
Grove Bank & Trust 0.04% No change 1,005 $214K
Colonial River Investments, LLC 0.12% Reduce -62.7% 1,001 $213K
Clay Northam Wealth Management, LLC 0.17% New 1,000 $213K
Sterneck Capital Management, LLC 0.13% New 1,000 $213K
Alta Advisers Ltd 0.11% No change 1,000 $213K
Birmingham Capital Management Co. Inc. 0.08% New 1,000 $213K
Websterrogers Financial Advisors, LLC 0.08% New 1,000 $213K
Knuff & Co LLC 0.07% Reduce -20.0% 1,000 $213K
WealthPlan Investment Management, LLC 0.03% New 1,000 $213K
Bath Savings Trust Co 0.02% New 1,000 $213K
Mairs & Power Inc. 0.00% New 1,000 $213K
Fiduciary Alliance LLC 0.04% New 999 $213K
WNY Asset Management, LLC 0.03% New 997 $213K
Nilsine Partners, LLC 0.03% New 995 $212K
Patten & Patten Inc. 0.01% New 991 $211K
Capital International Sarl 0.01% New 990 $211K
Rosenberg Matthew Hamilton 0.06% Reduce -2.3% 991 $211K
Centurion Wealth Management LLC 0.08% Reduce -26.6% 989 $211K
First Interstate Bank 0.01% New 986 $210K
USAdvisors Wealth Management, LLC 0.08% New 983 $210K
WMS Partners, LLC 0.01% New 985 $210K
Sweeney & Michel, LLC 0.09% — 1,000 $210K
Autumn Glory Partners, LLC 0.10% New 980 $209K
Aprio Wealth Management, LLC 0.04% New 980 $209K
Gables Capital Management Inc. 0.12% Add +14.6% 979 $209K
Elevatus Welath Management 0.08% New 979 $209K
Summit Global Investments 0.02% Reduce -66.6% 974 $208K
Koa Wealth Management, LLC 0.19% New 975 $208K
Altus Wealth Group LLC 0.10% New 975 $208K
Walden Wealth Partners LLC 0.12% New 1,000 $207K
ABN AMRO Bank N.V. 0.00% Reduce -64.9% 972 $207K
Profit Investment Management, LLC 0.12% New 969 $207K
DGS Capital Management, LLC 0.06% New 969 $207K
Wealthstream Advisors, Inc. 0.08% Reduce -44.1% 969 $206K
Exchange Capital Management, Inc. 0.03% New 968 $206K
Harbor Investment Advisory, LLC 0.02% Reduce -2.3% 967 $206K
Gratus Wealth Advisors, LLC 0.04% New 1,000 $205K
Meridian Financial Partners LLC 0.26% New 1,000 $205K
Petix & Botte Co 0.05% Reduce -50.0% 961 $205K
Childress Capital Advisors, LLC 0.06% New 960 $205K
Leo Wealth, LLC 0.02% New 959 $204K
Main Street Research LLC 0.01% New 959 $204K
Sivia Capital Partners, LLC 0.14% New 958 $204K
US Asset Management LLC 0.18% New 957 $204K
Creegan & Nassoura Financial Group, LLC 0.14% New 950 $202K
Lumbard & Kellner, LLC 0.10% New 950 $202K
Kavar Capital Partners Group, LLC 0.04% New 950 $202K
TCI Wealth Advisors, Inc. 0.02% New 950 $202K
CYBER HORNET ETFs LLC 0.24% New 951 $202K
Independent Wealth Network Inc. 0.10% New 949 $202K
Sonata Capital Group Inc. 0.09% New 950 $202K
Stonebrook Private Inc. 0.06% New 946 $202K
AllSquare Wealth Management LLC 0.12% No change 945 $201K
Greenfield Seitz Capital Management, LLC 0.07% New 944 $201K
Old Mission Capital LLC 0.00% Reduce -96.1% 941 $201K
Abbot Financial Management, Inc. 0.11% New 940 $200K
SevenBridge Financial Group, LLC 0.05% New 962 $200K
Deseret Mutual Benefit Administrators 0.10% No change 919 $196K
Norwood Financial Corp 0.28% No change 900 $192K
Virtus Investment Advisers, LLC 0.14% Reduce -9.7% 888 $189K
West Paces Advisors Inc. 0.05% Reduce -18.5% 884 $188K
Centaurus Financial, Inc. 0.01% Reduce -23.9% 883 $188K
Carolinas Wealth Consulting LLC 0.03% Reduce -96.8% 831 $177K
Essex Investment Management Co. LLC 0.03% No change 827 $176K
Central Bank & Trust Co. 0.03% Reduce -7.0% 822 $175K
PSI Advisors, LLC 0.06% No change 814 $173K
Valley National Advisers Inc. 0.03% Add +1.4% 812 $173K
Delos Wealth Advisors, LLC 0.19% Reduce -18.9% 811 $173K
State of Wyoming 0.03% Add +55.1% 811 $173K
GHP Investment Advisors, Inc. 0.01% Add +0.1% 809 $172K
Retirement Group, LLC 0.06% No change 802 $171K
Barrett & Company, Inc. 0.08% Add +0.1% 801 $171K
Ramirez Asset Management, Inc. 0.03% No change 800 $171K
Hills Bank & Trust Co 0.01% No change 800 $171K
Mather Group, Llc. 0.00% New 949 $170K
Asset Dedication, LLC 0.01% No change 793 $169K
Granite FO LLC 0.09% No change 770 $161K
Sunbelt Securities, Inc. 0.02% Add +8.8% 754 $161K
FinTrust Capital Advisors, LLC 0.03% No change 753 $161K
Clean Yield Group 0.06% No change 751 $160K
LifeSteps Financial, Inc. 0.12% New 750 $160K
Castleview Partners, LLC 0.09% No change 744 $159K
Tradewinds Capital Management, LLC 0.04% No change 701 $149K
First Community Trust NA 0.14% No change 700 $149K
NewSquare Capital LLC 0.01% No change 700 $149K
Acropolis Investment Management, LLC 0.01% New 698 $149K
Towne Trust Company, N.A 0.05% No change 694 $148K
Financial Perspectives, Inc 0.06% Reduce -3.6% 687 $146K
Riverview Trust Co 0.11% New 675 $144K
GW&K Investment Management, LLC 0.00% Add +0.5% 671 $143K
Magellan Asset Management Ltd 0.00% Reduce -21.0% 669 $143K
Gradient Investments LLC 0.00% Reduce -76.4% 666 $142K
Mascoma Wealth Management LLC 0.04% Reduce -2.9% 660 $141K
Cyrus J. Lawrence, LLC 0.03% — 645 $137K
Continuum Advisory, LLC 0.02% New 647 $136K
Montag A & Associates Inc. 0.01% No change 634 $135K
CNB Bank 0.06% Add +45.6% 610 $130K
Briaud Financial Planning Inc 0.07% New 585 $125K
NFSG Corp 0.05% Reduce -13.2% 583 $124K
Headlands Technologies LLC 0.03% New 571 $122K
Spectrum Wealth Counsel, LLC 0.01% No change 563 $120K
Covestor Ltd 0.07% Reduce -21.6% 541 $115K
Garde Capital, Inc. 0.01% New 532 $113K
Icon Wealth Advisors, LLC 0.01% New 529 $113K
Boyd Watterson Asset Management LLC 0.04% No change 520 $111K
Trifecta Capital Advisors, LLC 0.03% Reduce -45.2% 518 $110K
Elevation Wealth Partners, LLC 0.05% Reduce -35.5% 500 $107K
Plante Moran Financial Advisors, LLC 0.01% Add +3.2% 486 $104K
Wiser Advisor Group LLC 0.16% Add +0.2% 476 $102K
BKM Wealth Management, LLC 0.04% Add +17.0% 475 $101K
Pacifica Partners Inc. 0.04% No change 470 $99K
Investors Research Corp 0.02% Reduce -24.0% 459 $98K
Salomon & Ludwin, LLC 0.01% Add +25.5% 458 $98K
Citizens National Bank Trust Department 0.02% Reduce -10.0% 450 $96K
Concord Wealth Partners 0.02% No change 447 $95K
CoreFirst Bank & Trust 0.06% Reduce -10.2% 440 $94K
Byrne Asset Management LLC 0.07% Reduce -15.0% 425 $91K
Sittner & Nelson, LLC 0.04% No change 413 $88K
Transamerica Financial Advisors, LLC 0.01% Reduce -79.1% 410 $88K
Centerpoint Advisors, LLC 0.03% No change 410 $87K
IAG Wealth Partners, LLC 0.02% Add +9.9% 401 $85K
Spotlight Asset Group, Inc. 0.06% No change 400 $85K
Optimum Investment Advisors 0.04% No change 400 $85K
Sugarloaf Wealth Management, LLC 0.02% No change 390 $83K
Key Financial Inc 0.02% No change 378 $81K
Mine & Arao Wealth Creation & Management, LLC. 0.04% No change 367 $78K
Valued Wealth Advisors LLC 0.05% Add +3.3% 342 $73K
Tower View Wealth Management LLC 0.04% Reduce -2.9% 341 $73K
Financial Freedom, LLC 0.04% Add +0.3% 340 $72K
Annapolis Financial Services, LLC 0.02% No change 325 $69K
EntryPoint Capital, LLC 0.06% New 315 $67K
Hollencrest Capital Management 0.00% Reduce -79.8% 310 $66K
Prestige Wealth Management Group LLC 0.01% Reduce -23.8% 291 $62K
FSA Wealth Management LLC 0.03% Add +16.4% 291 $62K
Security National Bank 0.01% No change 291 $62K
HBC Financial Services, PLLC 0.04% No change 300 $62K
RE Dickinson Investment Advisors, LLC 0.04% No change 290 $62K
Bollard Group LLC 0.00% No change 290 $62K
WD Rutherford LLC 0.03% New 288 $61K
Abound Wealth Management 0.02% Reduce -15.0% 288 $61K
Cornerstone Planning Group LLC 0.02% Add +1120.8% 293 $61K
Studio Investment Management LLC 0.01% No change 285 $61K
Cape Investment Advisory, Inc. 0.03% Add +0.3% 283 $60K
Voisard Asset Management Group, Inc. 0.03% No change 280 $60K
TD Capital Management LLC 0.01% No change 280 $60K
Tortoise Investment Management, LLC 0.01% No change 279 $59K
Bogart Wealth, LLC 0.00% Add +6.9% 279 $59K
Westside Investment Management, Inc. 0.01% Add +0.4% 269 $57K
Rational Advisors, Inc. 0.01% No change 266 $57K
Janiczek Wealth Management, LLC 0.01% Reduce -14.3% 257 $55K
Kepos Capital LP 0.01% Reduce -23.5% 251 $54K
Spirit of America Management Corp. 0.01% No change 250 $53K
J.Safra Asset Management Corp 0.01% Add +600.0% 238 $51K
JFS Wealth Advisors, LLC 0.00% Add +10.9% 234 $50K
Northwest Capital Management Inc 0.02% No change 232 $49K
Quarry LP 0.02% Reduce -79.2% 221 $47K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 219 $47K
Venturi Wealth Management, LLC 0.00% Add +37.3% 217 $46K
DSM Capital Partners LLC 0.00% No change 211 $45K
SOA Wealth Advisors, LLC. 0.01% No change 205 $44K
Hanson & Doremus Investment Management 0.01% New 203 $43K
Twin Lakes Capital Management, LLC 0.03% Add +0.5% 200 $43K
Perkins Coie Trust Co 0.01% Reduce -39.4% 200 $43K
Duncker Streett & Co. Inc. 0.01% No change 200 $43K
Osterweis Capital Management Inc. 0.00% No change 200 $43K
Pacific Capital Wealth Advisors, Inc. 0.01% No change 199 $42K
Cassady Schiller Wealth Management, LLC 0.02% No change 190 $40K
Beacon Capital Management, LLC 0.01% Add +10.5% 189 $40K
Millburn Ridgefield LLC 0.00% Reduce -6.9% 188 $40K
Cherry Tree Wealth Management, LLC 0.01% Reduce -9.3% 186 $40K
WealthCollab, LLC 0.03% Reduce -7.1% 184 $39K
Custom Portfolio Group LLC 0.03% No change 179 $38K
Addison Advisors LLC 0.01% No change 179 $38K
Raffa Wealth Management, LLC 0.01% Add +1.2% 174 $37K
McClarren Financial Advisors, Inc. 0.03% Add +0.6% 166 $36K
Pin Oak Investment Advisors Inc. 0.03% No change 162 $35K
Dynamic Wealth Strategies, LLC 0.03% No change 166 $35K
Opal Wealth Advisors, LLC 0.01% New 163 $35K
Slocum, Gordon & Co LLP 0.03% No change 161 $35K
Planning Capital Management Corp 0.03% Reduce -13.4% 161 $34K
CGC Financial Services, LLC 0.02% Reduce -74.6% 160 $34K
Louisbourg Investments Inc. 0.01% No change 155 $33K
True Wealth Design, LLC 0.01% Add +3.3% 155 $33K
Mendota Financial Group, LLC 0.02% No change 146 $31K
Laurel Wealth Advisors LLC 0.01% Add +364.5% 144 $31K
Arax Advisory Partners 0.00% No change 142 $30K
Financial Management Professionals, Inc. 0.00% Reduce -21.2% 141 $30K
DHJJ Financial Advisors, Ltd. 0.01% No change 139 $30K
Blue Bell Private Wealth Management, LLC 0.01% Add +0.8% 135 $29K
Richardson Financial Services Inc. 0.02% Add +0.8% 134 $29K
Fortitude Family Office, LLC 0.02% No change 130 $28K
Sachetta, LLC 0.01% No change 153 $27K
Hexagon Capital Partners LLC 0.01% Add +170.4% 119 $25K
Altshuler Shaham Ltd 0.00% Reduce -21.1% 116 $25K
Carolina Wealth Advisors, LLC 0.01% No change 115 $25K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 109 $23K
Atticus Wealth Management, LLC 0.01% Reduce -31.0% 107 $23K
Fairway Wealth LLC 0.02% No change 105 $22K
Nemes Rush Group LLC 0.00% No change 102 $22K
Lowe Wealth Advisors, LLC 0.01% No change 102 $22K
PFS Partners, LLC 0.01% Reduce -16.7% 100 $21K
Union Savings Bank 0.01% New 100 $21K
Private Ocean, LLC 0.00% No change 100 $21K
Bruce G. Allen Investments, LLC 0.02% Add +61.0% 95 $20K
Oliver Lagore Vanvalin Investment Group 0.01% No change 91 $19K
Palisade Asset Management, LLC 0.00% New 91 $19K
Main Street Group, LTD 0.01% Add +145.9% 91 $19K
Country Trust Bank 0.00% No change 90 $19K
Cutler Group LLC / CA 0.01% Reduce -78.0% 90 $19K
Partnership Wealth Management, LLC 0.01% No change 88 $19K
4Thought Financial Group Inc. 0.01% No change 85 $18K
Roble, Belko & Company, Inc 0.00% No change 84 $18K
Scarborough Advisors, LLC 0.01% Add +16.9% 83 $18K
Archer Investment Corp 0.01% No change 83 $18K
Trust Co 0.00% No change 81 $17K
Maryland Capital Advisors Inc. 0.01% No change 80 $17K
Raleigh Capital Management Inc. 0.01% Add +207.7% 80 $17K
Evermay Wealth Management LLC 0.00% Reduce -3.6% 80 $17K
Kelly Financial Services LLC 0.01% Reduce -1.3% 76 $16K
Kiely Wealth Advisory Group, Inc. 0.01% No change 75 $16K
Kessler Investment Group, LLC 0.01% No change 74 $16K
West Branch Capital LLC 0.01% No change 70 $15K
Missouri Trust & Investment Co 0.01% No change 70 $15K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 66 $14K
Bell Investment Advisors, Inc 0.00% Add +5.1% 62 $13K
Aspect Partners, LLC 0.01% Add +1.7% 59 $13K
JDM Financial Group LLC 0.01% No change 53 $11K
Avion Wealth 0.00% Reduce -86.5% 51 $11K
Highline Wealth Partners LLC 0.00% No change 50 $11K
Iron Horse Wealth Management, LLC 0.00% No change 50 $11K
Fortis Group Advisors, LLC 0.00% Reduce -50.0% 50 $11K
Pacific Center for Financial Services 0.00% Add +2.0% 50 $11K
Laffer Tengler Investments, Inc. 0.00% New 46 $10K
Gould Capital, LLC 0.01% Reduce -25.0% 45 $10K
Albion Financial Group 0.00% No change 45 $10K
Vima LLC 0.01% No change 57 $9K
Horizons Wealth Management 0.01% No change 49 $9K
Riggs Asset Managment Co. Inc. 0.00% Add +5.1% 41 $9K
Emfo, LLC 0.01% New 39 $8K
Richard W. Paul & Associates, LLC 0.00% No change 38 $8K
Gilliland Jeter Wealth Management LLC 0.00% New 35 $7K
SJS Investment Consulting Inc. 0.00% Reduce -2.9% 34 $7K
Indiana Trust & Investment Management Co 0.00% No change 33 $7K
Penserra Capital Management LLC 0.00% Reduce -100.0% 33 $7K
Eagle Bay Advisors LLC 0.00% No change 30 $6K
DiNuzzo Private Wealth, Inc. 0.00% No change 29 $6K
Dunhill Financial, LLC 0.00% Add +21.7% 28 $6K
Stephens Consulting, LLC 0.00% No change 27 $6K
Cranbrook Wealth Management, LLC 0.00% No change 27 $6K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 26 $6K
DT Investment Partners, LLC 0.00% No change 26 $6K
Frazier Financial Advisors, LLC 0.00% No change 23 $5K
Davis Capital Management 0.00% No change 23 $5K
Ruedi Wealth Management, Inc. 0.00% Add +4.5% 23 $5K
Core Wealth Advisors, Inc. 0.00% No change 22 $5K
Balefire, LLC 0.00% No change 21 $4K
DecisionPoint Financial, LLC 0.00% No change 20 $4K
Park Place Capital Corp 0.00% No change 18 $4K
Frank, Rimerman Advisors LLC 0.00% No change 15 $3K
Bear Mountain Capital, Inc. 0.00% No change 15 $3K
Global Wealth Strategies & Associates 0.00% No change 14 $3K
Cedar Mountain Advisors, LLC 0.00% New 14 $3K
American Capital Advisory, LLC 0.00% Reduce -72.7% 18 $3K
HighMark Wealth Management LLC 0.00% New 12 $3K
Clear Investment Research, LLC 0.00% Add +50.0% 9 $2K
RFP Financial Group LLC 0.00% New 8 $2K
Carmichael Hill & Associates, Inc. 0.00% No change 7 $1K
Financial Synergies Wealth Advisors, Inc. 0.00% No change 7 $1K
Tidemark, LLC 0.00% New 5 $1K
Atlas Capital Advisors Inc. 0.00% No change 5 $1K
Activest Wealth Management 0.00% No change 3 $639
Orion Capital Management LLC 0.00% No change 2 $426
Rakuten Securities, Inc. 0.00% Reduce -88.2% 2 $426
TFO Wealth Partners, LLC 0.00% No change 2 $426
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 1 $214
Strengthening Families & Communities, LLC 0.00% New 2 $0

"% of holder's portfolio" is WM's weight in each manager's 13F, not the share of Waste Management Inc. the manager owns.