Williams CosWMB

13F holders, Q1 2024 (March 31)
1,246holders
6famous investors
$38.92avg. 13F price*

At the end of Q1 2024, 1,246 institutions reported holding Williams Cos Inc. (WMB) in their 13F filings. The largest holders were Vanguard Group Inc. ($5.0B), BlackRock Inc. ($4.2B) and State Street Corp. ($2.9B). 6 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Williams Cos Inc.
Sector
Utilities
CUSIP
969457100
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions103$243.0M
Exits93$165.6M

Ownership 1,246 holders

Vanguard Group Inc. 0.10% Add +0.1% 128,108,981 $5.0B
BlackRock Inc. 0.10% Reduce -5.0% 108,986,320 $4.2B
State Street Corp. 0.13% Reduce -4.4% 75,550,103 $2.9B
Bank of America Corp. 0.22% Add +1.4% 57,436,972 $2.2B
Dodge & Cox 0.86% Reduce -0.4% 37,785,026 $1.5B
Geode Capital Management, LLC 0.11% Add +4.3% 29,477,915 $1.1B
JPMorgan Chase & Co. 0.10% Add +10.7% 29,213,752 $1.1B
T. Rowe Price Associates Inc. 0.13% Reduce -19.1% 27,416,635 $1.1B
Wellington Management Group LLP 0.15% Add +89.1% 21,925,815 $854.4M
Clearbridge Investments, LLC 0.65% Add +5.9% 20,983,727 $817.7M
Morgan Stanley 0.06% Add +3.6% 19,002,926 $740.5M
Royal Bank of Canada 0.17% Reduce -4.8% 18,204,311 $709.4M
Invesco Ltd. 0.12% Add +4.6% 14,739,258 $574.4M
Northern Trust Corp. 0.09% Reduce -3.8% 13,656,467 $532.2M
Franklin Resources Inc. 0.16% Reduce -1.4% 13,052,937 $508.7M
Tortoise Capital Advisors, L.L.C. 6.82% Reduce -0.8% 12,525,462 $488.1M
Deutsche Bank AG 0.22% Add +29.7% 12,052,641 $469.7M
Legal & General Group Plc 0.12% Reduce -1.6% 10,708,901 $417.3M
UBS Group AG 0.14% Add +47.9% 10,653,416 $415.2M
Bank of New York Mellon Corp 0.08% Reduce -3.9% 10,273,121 $400.3M
Goldman Sachs Group Inc. 0.08% Add +0.5% 9,958,957 $388.1M
Ameriprise Financial Inc. 0.10% Reduce -6.5% 9,649,369 $376.0M
Neuberger Berman Group LLC 0.31% Reduce -18.8% 9,509,115 $370.5M
Dimensional Fund Advisors LP 0.10% Add +7.5% 9,337,388 $363.9M
Kayne Anderson Capital Advisors LP 9.41% Add +13.4% 8,540,611 $332.8M
Norges Bank 0.05% Reduce -3.5% 8,484,946 $330.7M
Raymond James & Associates 0.22% Add +0.7% 8,421,205 $328.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% Reduce -4.7% 7,612,640 $296.7M
Mackenzie Financial Corp. 0.40% Add +0.6% 7,157,841 $278.9M
Bahl & Gaynor LLC 1.53% Add +0.4% 7,046,096 $274.6M
Wells Fargo & Company 0.07% Add +0.0% 7,030,249 $274.0M
Charles Schwab Investment Management Inc. 0.06% Add +1.9% 7,013,053 $273.3M
Blackstone Inc. 1.09% Add +109.1% 6,466,660 $252.0M
Amundi 0.10% Add +11.4% 6,397,107 $240.4M
Brookfield Corp 1.36% Add +11.8% 5,896,375 $229.8M
Jennison Associates LLC 0.15% Add +40.1% 5,753,223 $224.2M
Envestnet Asset Management Inc. 0.08% Add +3.3% 5,583,067 $217.6M
American Century Companies Inc. 0.13% Reduce -1.4% 5,093,140 $198.5M
Stifel Financial Corp. 0.22% Add +6.5% 5,027,768 $195.9M
Federated Hermes, Inc. 0.45% Reduce -46.7% 4,993,622 $194.6M
Nuveen Asset Management, LLC 0.06% Add +7.1% 4,661,828 $191.3M
Barclays PLC 0.07% Reduce -8.7% 4,158,208 $162.0M
Citadel Advisors 0.15% Add +265.7% 3,933,815 $153.3M
Westwood Holdings Group Inc. 1.21% Reduce -7.5% 3,900,874 $152.0M
1832 Asset Management L.P. 0.27% Add +0.3% 3,784,038 $147.5M
HSBC Holdings PLC 0.10% Add +36.0% 3,779,911 $147.3M
Swiss National Bank 0.10% Reduce -4.2% 3,643,000 $142.0M
CI Investments Inc. 0.55% Reduce -10.4% 3,544,846 $138.1M
Janus Henderson Group PLC 0.07% Add +1.7% 3,488,323 $135.9M
Johnson Investment Counsel Inc. 1.41% Add +2.1% 3,337,207 $130.1M
Energy Income Partners, LLC 2.65% Reduce -12.9% 3,324,658 $129.6M
Cooke & Bieler LP 1.17% Reduce -9.0% 3,249,470 $126.6M
Equity Investment Corp. 3.12% Add +3.3% 3,205,584 $124.9M
Bank of Montreal 0.04% Reduce -2.6% 3,174,995 $122.5M
Sumitomo Mitsui Trust Group, Inc. 0.08% Reduce -0.6% 3,062,503 $119.3M
LPL Financial LLC 0.06% Add +2.7% 3,029,467 $118.1M
Silvercrest Asset Management Group LLC 0.76% Reduce -1.9% 2,878,645 $112.2M
Evercore Wealth Management, LLC 1.75% Add +1.7% 2,858,454 $111.4M
Eagle Asset Management Inc. 0.54% Add +4.0% 2,741,884 $106.6M
Rhumbline Advisers 0.09% Add +0.3% 2,520,350 $98.2M
Mirae Asset Global Investments Co., Ltd. 0.21% Add +12.1% 3,248,705 $97.4M
Credit Suisse AG/ 0.09% Reduce -12.1% 2,417,035 $94.2M
Capital Advisors Inc. 2.01% Add +5.0% 2,399,303 $93.5M
Duff & Phelps Investment Management Co. 1.09% Add +0.3% 2,345,662 $91.4M
California State Teachers Retirement System 0.11% Add +4.7% 2,299,519 $89.6M
Thompson Siegel & Walmsley LLC 1.36% Add +3.2% 2,271,006 $88.5M
First Trust Advisors LP 0.09% Reduce -10.9% 2,261,236 $88.1M
California Public Employees Retirement System 0.06% Add +0.6% 2,225,504 $86.7M
FMR LLC 0.01% Add +10.7% 2,171,149 $84.6M
Bank of Nova Scotia 0.17% Reduce -0.1% 2,161,416 $84.2M
National Pension Service 0.10% Add +3.3% 2,063,836 $80.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.55% Add +0.9% 2,052,375 $80.0M
HighTower Advisors, LLC 0.12% Reduce -0.7% 1,962,227 $76.5M
Cohen & Steers, Inc. 0.16% Add +688.9% 1,958,198 $76.3M
Agf Management Ltd. 0.39% Reduce -2.8% 1,810,077 $70.5M
Truist Financial Corp. 0.10% Add +0.5% 1,727,594 $67.3M
Chickasaw Capital Management LLC 3.06% Add +3.5% 1,644,620 $64.1M
Epoch Investment Partners, Inc. 0.28% Add +0.5% 1,634,386 $63.7M
First Financial Bankshares Inc 1.42% Reduce -0.1% 1,612,809 $62.9M
Citigroup Inc. 0.07% Reduce -25.9% 1,597,987 $62.3M
Ingalls & Snyder LLC 2.77% Reduce -8.2% 1,592,844 $62.1M
Principal Financial Group Inc. 0.04% Add +0.9% 1,570,540 $61.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +16.0% 1,566,214 $61.0M
CANADA LIFE ASSURANCE Co 0.12% Add +4.9% 1,519,828 $59.3M
Alliancebernstein L.P. 0.02% Reduce -4.6% 1,495,898 $58.3M
Castle Hook Partners LP 2.07% New 1,468,308 $57.2M
Aberdeen Group plc 0.11% Reduce -2.7% 1,426,703 $55.6M
Russell Investments Group, Ltd. 0.09% Add +58.1% 1,404,198 $54.7M
Victory Capital Management Inc. 0.05% Add +22.6% 1,356,719 $52.9M
BNP Paribas Financial Markets 0.07% Add +18.4% 1,347,105 $52.5M
Reaves W H & Co. Inc. 1.90% Reduce -14.2% 1,336,894 $52.1M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 4.37% Reduce -7.7% 1,323,053 $51.6M
Manufacturers Life Insurance Company, The 0.05% Reduce -3.3% 1,322,518 $51.5M
Marshall Wace, LLP 0.08% Add +3647.8% 1,262,467 $49.2M
Financial Counselors Inc. 0.81% Reduce -2.0% 1,226,574 $47.8M
Aviva PLC 0.16% Add +7.2% 1,206,560 $47.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.05% Add +9.3% 1,189,000 $46.3M
Allianz Asset Management GmbH 0.08% Reduce -22.2% 1,147,666 $44.7M
River Road Asset Management, LLC 0.60% Reduce -13.2% 1,136,831 $44.3M
State Board of Administration of Florida Retirement System 0.10% Add +7.0% 1,444,589 $43.1M
Polaris Capital Management, LLC 2.12% Reduce -12.2% 1,093,200 $42.6M
Maryland State Retirement & Pension System 0.85% Add +1.5% 1,134,141 $42.5M
New York State Teachers Retirement System 0.09% Reduce -4.5% 1,063,761 $41.5M
Janney Montgomery Scott LLC 0.12% Add +1.0% 1,057,113 $41.2M
Vaughan David Investments LLC 1.01% Add +1.4% 1,038,164 $40.5M
Alps Advisors Inc. 0.27% Add +1.1% 986,996 $38.5M
Cambiar Investors LLC 1.43% Add +14.3% 986,759 $38.5M
Prudential Financial Inc. 0.05% Add +5.0% 977,961 $38.1M
Danske Bank A/S 0.12% — 971,961 $37.9M
Balyasny Asset Management L.P. 0.10% New 970,486 $37.8M
Exchange Traded Concepts, LLC 0.97% Reduce -12.7% 962,904 $37.5M
Tortoise Index Solutions, LLC 7.55% Reduce -12.9% 962,727 $37.5M
Renaissance Technologies 0.06% Reduce -18.2% 960,985 $37.5M
Rockefeller Capital Management L.P. 0.11% Add +16.4% 960,321 $37.4M
Sei Investments Co. 0.05% Add +18.9% 936,849 $36.5M
CIBC Private Wealth Group LLC 0.07% Reduce -40.4% 927,897 $36.1M
TCTC Holdings, LLC 1.18% Reduce -1.6% 911,141 $35.5M
Macquarie Group Ltd. 0.04% Reduce -4.3% 906,745 $35.3M
Natixis Advisors, LLC 0.08% Reduce -18.6% 888,762 $34.6M
Robeco Institutional Asset Management B.V. 0.08% Reduce -27.6% 887,313 $34.6M
CapWealth Advisors, LLC 3.84% Reduce -1.0% 876,901 $34.2M
Recurrent Investment Advisors LLC 3.83% Add +0.2% 848,452 $33.1M
Raymond James Financial Services Advisors, Inc. 0.05% Reduce -0.2% 842,582 $32.8M
Eagle Global Advisors LLC 1.83% Add +1.2% 830,707 $32.4M
Crawford Investment Counsel Inc. 0.60% Reduce -7.2% 824,304 $32.1M
Van Lanschot Kempen Investment Management N.V. 0.40% Add +5.6% 819,335 $31.9M
Pictet Asset Management Holding SA 0.03% Reduce -2.2% 792,736 $30.9M
Mitsubishi UFJ Trust & Banking Corp 0.07% Reduce -7.9% 778,495 $30.3M
New York State Common Retirement Fund 0.04% Reduce -20.9% 770,906 $30.0M
Jane Street Group, LLC 0.04% Add +74.1% 766,963 $29.9M
Miller Howard Investments Inc. 0.98% Add +0.7% 766,335 $29.9M
Advisors Capital Management, LLC 0.53% Add +18.6% 741,492 $28.9M
Brandywine Global Investment Management, LLC 0.21% Add +96.8% 739,270 $28.8M
Morningstar Investment Services LLC 0.32% Reduce -52.9% 743,754 $28.7M
Catalyst Capital Advisors LLC 0.69% Add +18.5% 732,072 $28.5M
State of Wisconsin Investment Board 0.07% Add +11.8% 718,948 $28.0M
Toronto Dominion Bank 0.04% Add +2.3% 713,452 $27.8M
Arrowstreet Capital, Limited Partnership 0.03% New 711,506 $27.7M
Eventide Asset Management, LLC 0.43% Reduce -11.2% 707,120 $27.6M
Pacer Advisors, Inc. 0.06% Add +0.2% 690,900 $26.9M
Guardian Capital LP 0.92% Reduce -0.0% 680,194 $26.5M
State of New Jersey Common Pension Fund D 0.08% No change 677,864 $26.4M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -0.8% 674,114 $26.3M
Clark Capital Management Group, Inc. 0.19% Reduce -29.2% 659,771 $25.7M
Mariner, LLC 0.05% Add +1.5% 659,087 $25.7M
Twin Tree Management, LP 0.57% New 650,750 $25.4M
Cetera Investment Advisers 0.06% Add +180.6% 638,120 $24.9M
TD Asset Management Inc 0.02% Add +0.1% 614,441 $23.9M
Voya Investment Management LLC 0.03% Reduce -3.9% 609,495 $23.8M
Gratus Capital, LLC 1.09% Add +3.7% 606,058 $23.6M
Ensign Peak Advisors, Inc 0.04% Reduce -30.7% 602,393 $23.5M
Thrivent Financial for Lutherans 0.05% Add +337.9% 591,851 $23.1M
Swiss Life Asset Management Ltd 0.31% Add +96.3% 564,265 $22.0M
Corient Private Wealth LP 0.04% Add +0.5% 545,220 $21.2M
Treasurer of the State of North Carolina 0.09% Add +0.7% 544,228 $21.2M
Asset Management One Co., Ltd. 0.08% Reduce -3.7% 531,802 $20.7M
Comerica Bank 0.09% Add +2.1% 517,312 $20.2M
Korea Investment CORP 0.05% Add +7.0% 511,993 $20.0M
Beck Mack & Oliver LLC 0.40% Reduce -0.1% 505,045 $19.7M
Walnut Private Equity Partners, LLC 12.24% Add +2.7% 493,945 $19.2M
Susquehanna International Group, LLP 0.03% Reduce -33.4% 493,080 $19.2M
Adams Natural Resources Fund, Inc. 2.70% Add +41.1% 491,750 $19.2M
Partners Group Holding AG 1.68% Reduce -8.3% 474,203 $18.5M
Public Employees Retirement System of Ohio 0.07% Reduce -8.6% 466,397 $18.2M
Resona Asset Management Co.,Ltd. 0.10% — 451,783 $17.6M
Heritage Wealth Advisors 0.78% Add +3.8% 439,678 $17.1M
Robertson Opportunity Capital, LLC 7.63% Reduce -18.9% 434,882 $16.9M
Adell Harriman & Carpenter Inc. 1.40% Add +2.2% 434,746 $16.9M
Wilkins Investment Counsel Inc. 2.43% Add +42.3% 426,750 $16.6M
Varma Mutual Pension Insurance Co 0.14% Add +537.5% 420,100 $16.4M
Commonwealth Equity Services, LLC 0.03% Add +3.0% 409,076 $15.9M
Spirit of America Management Corp. 3.21% Reduce -13.1% 409,032 $15.9M
Baird Financial Group, Inc. 0.03% Reduce -7.9% 406,911 $15.9M
US Bancorp \de 0.02% Reduce -4.6% 401,431 $15.6M
Nisa Investment Advisors, LLC 0.10% Add +2.1% 385,016 $15.0M
RR Advisors, LLC 3.93% New 380,000 $14.8M
Nomura Asset Management Co. Ltd. 0.05% Reduce -0.7% 378,436 $14.7M
Cary Street Partners Investment Advisory LLC 0.62% Add +6.4% 377,472 $14.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.17% Reduce -8.9% 376,278 $14.7M
IFM Investors Pty Ltd 0.16% Reduce -2.0% 375,882 $14.6M
Fractal Investments LLC 2.62% No change 370,000 $14.4M
Oxbow Advisors, LLC 1.98% Add +389.0% 356,882 $13.9M
Teachers Retirement System of the State of Kentucky 0.12% Reduce -5.5% 352,882 $13.8M
Arizona State Retirement System 0.09% Add +2.0% 349,094 $13.6M
National Bank of Canada 0.02% Reduce -60.0% 342,707 $13.6M
Chicago Partners Investment Group LLC 0.58% Add +2.1% 348,926 $13.5M
ProShare Advisors LLC 0.04% Reduce -8.9% 345,631 $13.5M
Van Eck Associates Corp. 0.02% Add +1.0% 343,808 $13.4M
Greenline Partners, LLC 2.07% Add +4.4% 333,459 $13.0M
State of Michigan Retirement System 0.07% Add +0.1% 333,321 $13.0M
Oppenheimer Asset Management Inc. 0.19% Reduce -9.9% 330,777 $12.9M
PNC Financial Services Group, Inc. 0.01% Reduce -1.7% 325,564 $12.7M
American International Group, Inc. 0.05% Reduce -0.6% 322,753 $12.6M
Richard C. Young & CO., LTD. 1.56% Add +0.5% 318,141 $12.4M
Storebrand Asset Management As 0.04% Reduce -4.2% 317,192 $12.4M
Hantz Financial Services, Inc. 0.24% Reduce -7.0% 312,326 $12.2M
AXA S.A. 0.04% Add +35.1% 308,614 $12.0M
APG Asset Management N.V. 0.02% No change 330,701 $11.9M
CIBC Asset Management Inc 0.04% Add +0.7% 305,500 $11.9M
R.m.sincerbeaux Capital Management LLC 7.50% No change 303,050 $11.8M
Centre Asset Management, LLC 2.70% Add +0.2% 290,242 $11.3M
Holocene Advisors, LP 0.04% New 289,992 $11.3M
Osaic Holdings, Inc. 0.02% Reduce -61.2% 285,704 $11.1M
MetLife Investment Management, LLC 0.07% Reduce -3.5% 284,861 $11.1M
Townsquare Capital LLC 0.16% Add +31.0% 283,564 $11.1M
Erste Asset Management GmbH 0.15% Add +7.0% 283,990 $11.0M
Ausbil Investment Management Ltd 5.45% Add +13.9% 279,781 $10.9M
Heronetta Management, L.P. 6.98% No change 277,377 $10.8M
Ibex Wealth Advisors 2.89% — 324,563 $10.7M
Rafferty Asset Management, LLC 0.04% Reduce -14.0% 272,936 $10.6M
Calamos Advisors LLC 0.08% Reduce -2.5% 270,929 $10.6M
Foundry Partners, LLC 0.56% Add +3.3% 270,616 $10.5M
NBW Capital LLC 2.16% Add +3.4% 270,546 $10.5M
Retirement Systems of Alabama 0.04% Add +0.1% 268,499 $10.5M
NorthCoast Asset Management LLC 0.13% Add +260.9% 263,023 $10.2M
LBP Am SA 0.41% Reduce -16.8% 262,285 $10.2M
Mutual of America Capital Management LLC 0.11% Add +4.9% 262,152 $10.2M
Zions Bancorporation, N.A. 0.75% Add +0.4% 261,282 $10.2M
Sit Investment Associates Inc. 0.23% Add +51.7% 257,400 $10.0M
Bogart Wealth, LLC 0.51% Reduce -0.8% 252,889 $9.9M
Amalgamated Bank 0.08% Reduce -18.0% 251,448 $9.8M
Texas Permanent School Fund Corp. 0.08% Add +0.1% 251,406 $9.8M
Private Capital Advisors, Inc. 1.22% Reduce -1.2% 250,603 $9.8M
Empowered Funds, LLC 0.18% Reduce -9.4% 250,494 $9.8M
Teacher Retirement System of Texas 0.06% Add +64.9% 243,883 $9.5M
State of Tennessee, Department of Treasury 0.03% Reduce -22.8% 235,318 $9.2M
MML Investors Services, LLC 0.04% Reduce -3.4% 231,715 $9.0M
USS Investment Management Ltd 0.07% Reduce -19.5% 230,694 $9.0M
D. E. Shaw & Co. 0.01% Add +415.4% 230,377 $9.0M
Paradiem, LLC 2.21% Add +13.6% 230,065 $9.0M
ELCO Management Co., LLC 5.47% Reduce -4.1% 229,796 $9.0M
First Eagle Investment Management, LLC 0.02% Reduce -0.1% 227,316 $8.9M
Moors & Cabot, Inc. 0.48% Add +0.2% 226,494 $8.8M
Crestwood Advisors Group, LLC 0.19% Reduce -1.1% 226,493 $8.8M
Uniplan Investment Counsel, Inc. 0.70% Reduce -13.7% 225,349 $8.8M
CFM Wealth Partners LLC 1.75% Reduce -1.5% 223,755 $8.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +0.7% 220,818 $8.6M
Schroder Investment Management Group 0.01% Add +33.8% 218,151 $8.5M
Quantitative Investment Management, LLC 0.50% Add +122.8% 217,971 $8.5M
Kestra Advisory Services, LLC 0.06% Add +13.1% 217,763 $8.5M
TCV Trust & Wealth Management, Inc. 0.81% Reduce -0.0% 217,335 $8.5M
Prudential PLC 0.07% Add +179.8% 217,202 $8.5M
DekaBank Deutsche Girozentrale 0.02% Reduce -13.5% 219,952 $8.4M
DNB Asset Management AS 0.04% Add +2.0% 215,909 $8.4M
Czech National Bank 0.11% Add +0.5% 214,044 $8.3M
Utah Retirement Systems 0.10% Reduce -0.1% 211,098 $8.2M
Advisors Asset Management, Inc. 0.16% Reduce -14.2% 211,018 $8.2M
Great Lakes Retirement, Inc. 1.20% Add +4.9% 208,630 $8.1M
Skylands Capital, LLC 1.10% Reduce -3.1% 205,125 $8.0M
Public Sector Pension Investment Board 0.06% Add +10.7% 201,673 $7.9M
Canal Insurance CO 2.01% Add +33.1% 200,000 $7.8M
Guggenheim Capital LLC 0.06% Reduce -5.1% 199,140 $7.8M
Jackson Hole Capital Partners, LLC 1.78% Add +7.5% 198,950 $7.8M
Gabelli Funds LLC 0.06% Reduce -13.5% 196,800 $7.7M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -0.9% 193,738 $7.5M
Estabrook Capital Management 1.17% Reduce -3.8% 192,993 $7.5M
Xponance LLC 0.08% Add +6.7% 192,766 $7.5M
Atria Investments, Inc 0.10% Reduce -2.0% 191,730 $7.5M
Nissay Asset Management Corp. /Japan 0.05% Reduce -0.7% 190,784 $7.4M
Bleakley Financial Group, LLC 0.22% Add +1.1% 190,752 $7.4M
Simplicity Wealth,LLC 0.18% New 190,519 $7.4M
Achmea Investment Management B.V. 0.14% Reduce -11.4% 190,199 $7.4M
Stokes Capital Advisors, LLC 2.14% Add +1.4% 188,516 $7.3M
DAVENPORT & Co LLC 0.05% Reduce -2.4% 187,757 $7.3M
Linscomb Wealth, Inc. 0.37% Add +0.6% 186,886 $7.3M
Millennium Management 0.01% Reduce -75.5% 186,330 $7.3M
Yousif Capital Management, LLC 0.08% Reduce -1.7% 185,387 $7.2M
Merrion Investment Management Co, LLC 5.14% Reduce -0.0% 184,445 $7.2M
New York Life Investment Management LLC 0.07% Reduce -3.4% 183,650 $7.2M
B. Riley Wealth Advisors, Inc. 0.19% Add +3.0% 211,361 $7.1M
Flputnam Investment Management Co. 0.15% Add +4.3% 182,177 $7.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.09% Add +4.0% 181,779 $7.1M
Asset Management Advisors, LLC 5.35% Reduce -2.4% 176,817 $6.9M
Cambridge Financial Group, Inc. 3.05% Reduce -0.6% 176,597 $6.9M
Consolidated Investment Group LLC 1.09% No change 173,500 $6.8M
Glenmede Trust Co. NA 0.03% Reduce -6.9% 172,995 $6.7M
AlTi Global, Inc. 0.19% New 172,957 $6.7M
NewEdge Advisors, LLC 0.06% Reduce -2.6% 172,759 $6.7M
Captrust Financial Advisors 0.02% Reduce -15.7% 172,186 $6.7M
Public Employees Retirement Association of Colorado 0.03% Reduce -6.4% 171,839 $6.7M
SG Americas Securities, LLC 0.03% Add +189.8% 169,692 $6.6M
ING Groep NV 0.05% Add +965.9% 169,011 $6.6M
Panagora Asset Management Inc. 0.03% Reduce -1.7% 168,858 $6.6M
Blue Zone Wealth Advisors, LLC 2.23% Add +1.1% 166,534 $6.5M
Cerity Partners LLC 0.02% Add +116.1% 165,104 $6.4M
Hourglass Capital, LLC 1.89% Reduce -17.1% 160,540 $6.3M
Pathstone Holdings, LLC 0.03% Add +3.8% 159,744 $6.2M
Creative Planning 0.01% Add +10.5% 159,559 $6.2M
Cresset Asset Management, LLC 0.03% Reduce -3.7% 159,543 $6.2M
Phraction Management LLC 2.57% Add +4.9% 156,518 $6.1M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -11.1% 156,240 $6.1M
Point72 Europe (London) LLP 0.57% New 155,876 $6.1M
Cyndeo Wealth Partners, LLC 0.50% Add +11.4% 155,528 $6.1M
Raymond James Trust N.A. 0.15% Reduce -1.7% 155,285 $6.1M
O'Brien Greene & Co. Inc 1.98% Add +0.5% 154,433 $6.0M
Qube Research & Technologies Ltd 0.01% Reduce -16.3% 154,247 $6.0M
Graybill Wealth Management, LTD. 2.53% Add +0.2% 153,864 $6.0M
Loomis Sayles & Co. L P 0.01% Add +21.7% 151,843 $5.9M
Wealthfront Advisers LLC 0.02% Add +10.1% 151,628 $5.9M
Beacon Pointe Advisors, LLC 0.07% Add +9.0% 151,251 $5.9M
Capital Investment Advisors, LLC 0.14% Add +9.1% 150,897 $5.9M
Gilman Hill Asset Management, LLC 1.02% Reduce -1.4% 145,723 $5.7M
Horan Capital Advisors, LLC. 2.01% Add +2.4% 145,401 $5.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +3.7% 145,241 $5.7M
Horizon Kinetics Asset Management LLC 0.11% Reduce -0.1% 144,011 $5.6M
Procyon Advisors, LLC 0.43% Reduce -3.4% 143,889 $5.6M
Punch & Associates Investment Management, Inc. 0.32% Reduce -23.1% 143,013 $5.6M
Morningstar Investment Management LLC 0.60% No change 142,442 $5.6M
State of Alaska, Department of Revenue 0.06% Reduce -1.8% 142,133 $5.5M
Stephens Inc. 0.09% Add +3.4% 141,851 $5.5M
Degroof Petercam Asset Management 0.07% No change 140,800 $5.5M
Barnett & Company, Inc. 3.72% Reduce -4.0% 139,565 $5.4M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -8.3% 137,101 $5.3M
TD Private Client Wealth LLC 0.17% Reduce -19.1% 131,615 $5.1M
Woodley Farra Manion Portfolio Management Inc. 0.28% Reduce -7.5% 131,436 $5.1M
Man Group plc 0.01% Add +105.9% 131,293 $5.1M
Daiwa Securities Group Inc. 0.03% Add +4.3% 130,953 $5.1M
Harvest Portfolios Group Inc. 0.20% Add +6.0% 129,976 $5.1M
Elo Mutual Pension Insurance Co 0.12% Add +21.9% 129,445 $5.0M
KBC Group NV 0.02% Reduce -24.8% 126,407 $4.9M
Central Bank & Trust Co. 0.70% Add +0.7% 126,364 $4.9M
Oppenheimer & Co. Inc. 0.08% Add +22.2% 125,601 $4.9M
Candriam S.C.A. 0.03% Add +3.8% 124,884 $4.9M
Dividend Assets Capital, LLC 1.03% Reduce -7.5% 124,821 $4.9M
HUB Investment Partners, LLC 0.27% Reduce -0.1% 124,290 $4.8M
MassMutual Private Wealth & Trust, FSB 0.15% Reduce -1.3% 124,134 $4.8M
Signature Wealth Management Group 2.20% Reduce -3.5% 125,395 $4.8M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -46.1% 123,059 $4.8M
Zacks Investment Management 0.05% Add +11.9% 122,433 $4.8M
Cibc World Markets Corp. 0.03% Reduce -22.1% 121,979 $4.8M
Compass Wealth Management LLC 1.17% Reduce -0.8% 120,399 $4.7M
Edgestream Partners, L.P. 0.23% Add +539.1% 120,278 $4.7M
Foundations Investment Advisors, LLC 0.12% Add +1.8% 117,604 $4.6M
Bartlett & Co. Wealth Management LLC 0.07% Reduce -9.2% 116,888 $4.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +13.4% 116,052 $4.5M
Aureus Asset Management, LLC 0.31% Reduce -18.2% 114,716 $4.5M
Orion Porfolio Solutions, LLC 0.05% Reduce -7.0% 114,611 $4.5M
Orion Portfolio Solutions, LLC 0.05% Reduce -7.0% 114,611 $4.5M
Parallax Volatility Advisers, L.P. 0.15% New 114,019 $4.4M
Kingsview Wealth Management, LLC 0.11% Add +15.5% 113,503 $4.4M
Fifth Third Bancorp 0.02% Reduce -0.8% 112,270 $4.4M
Del-Sette Capital Management, LLC 3.55% New 110,761 $4.3M
Brasada Capital Management, LP 0.77% Add +2.5% 109,409 $4.3M
Mercer Global Advisors Inc. 0.01% Add +6.3% 109,037 $4.2M
O'shaughnessy Asset Management, LLC 0.05% Add +15.7% 108,302 $4.2M
Lake Street Advisors Group, LLC 0.19% Add +0.2% 106,526 $4.2M
GTS Securities LLC 0.11% Reduce -1.1% 104,943 $4.1M
Oregon Public Employees Retirement Fund 0.08% Add +9.5% 103,954 $4.1M
First Bank & Trust 0.84% Reduce -0.3% 103,840 $4.0M
Icon Wealth Advisors, LLC 0.38% Reduce -6.0% 103,832 $4.0M
Autumn Glory Partners, LLC 1.98% Reduce -1.1% 103,730 $4.0M
Advisory Services Network, LLC 0.09% Reduce -13.7% 103,275 $4.0M
Americana Partners, LLC 0.33% Add +2.2% 102,715 $4.0M
Scott & Selber, Inc. 1.36% Add +0.1% 102,501 $4.0M
FFT Wealth Management LLC 0.34% New 102,305 $4.0M
Intact Investment Management Inc. 0.16% No change 101,000 $3.9M
Gulf International Bank (UK) Ltd 0.10% Add +0.6% 100,631 $3.9M
Argent Trust Co 0.17% Reduce -0.9% 98,392 $3.8M
Benjamin F. Edwards & Company, Inc. 0.07% Add +0.1% 98,330 $3.8M
Capital Analysts, LLC 0.18% Reduce -3.7% 98,072 $3.8M
Nordea Investment Management AB 0.00% Add +8.7% 98,313 $3.8M
Annex Advisory Services, LLC 0.14% Add +4.1% 97,923 $3.8M
Kinsale Capital Group, Inc. 1.49% Add +30.9% 96,680 $3.8M
BI Asset Management Fondsmaeglerselskab A/S 0.07% Add +145.4% 95,359 $3.7M
Assetmark, Inc. 0.01% Reduce -27.3% 93,410 $3.6M
Steward Partners Investment Advisory, LLC 0.04% Add +29.0% 92,608 $3.6M
Kentucky Retirement Systems 0.11% Reduce -5.1% 92,385 $3.6M
Hennessy Advisors Inc. 0.15% No change 91,952 $3.6M
Morton Community Bank 1.03% Add +6.3% 91,933 $3.6M
Metis Global Partners, LLC 0.13% Reduce -4.6% 91,710 $3.6M
GS Investments, Inc. 1.72% Reduce -0.1% 91,505 $3.6M
Proquility Private Wealth Partners, LLC 1.22% Add +9.3% 91,140 $3.6M
Bokf, NA 0.06% Add +12.8% 89,829 $3.5M
Peapack Gladstone Financial Corp. 0.05% Reduce -3.1% 89,121 $3.5M
Ascent Group, LLC 0.30% Reduce -4.5% 87,004 $3.4M
Roanoke Asset Management Corp./ NY 1.12% Reduce -0.1% 86,447 $3.4M
Vanguard Personalized Indexing Management, LLC 0.07% Add +11.0% 85,888 $3.3M
Private Advisor Group, LLC 0.02% Add +3.0% 85,854 $3.3M
AE Wealth Management LLC 0.04% Reduce -60.4% 85,780 $3.3M
Groupama Asset Managment 0.06% Reduce -44.3% 52,519 $3.3M
Stock Yards Bank & Trust Co. 0.11% Reduce -7.6% 85,198 $3.3M
Merit Financial Group, LLC 0.08% Add +0.7% 85,327 $3.3M
Texas Yale Capital Corp. 0.15% Add +0.9% 84,541 $3.3M
Arrow Financial Corp 0.32% Reduce -0.1% 83,803 $3.3M
Pinnacle Holdings, LLC 1.33% Reduce -22.3% 82,470 $3.2M
G&S Capital LLC 1.42% Reduce -1.4% 81,533 $3.2M
Occidental Asset Management, LLC 0.59% Add +23.1% 81,461 $3.2M
Credential Qtrade Securities Inc. 0.17% Add +3.1% 80,651 $3.1M
FWL Investment Management, LLC 1.72% Add +5.6% 79,958 $3.1M
Forte Capital LLC 0.39% Add +2.4% 79,891 $3.1M
D.A. Davidson & Co. 0.03% Reduce -3.9% 79,693 $3.1M
United Asset Strategies, Inc. 0.31% Add +0.9% 79,600 $3.1M
Bessemer Group Inc. 0.01% Add +74.9% 79,126 $3.1M
Hartford Investment Management Co. 0.11% Reduce -4.0% 78,728 $3.1M
M&T Bank Corp 0.01% Reduce -3.7% 77,078 $3.0M
MADDEN SECURITIES Corp 1.37% New 76,345 $3.0M
First Hawaiian Bank 0.09% Reduce -14.2% 76,319 $3.0M
Integrated Wealth Concepts LLC 0.04% Add +5.9% 76,060 $3.0M
Vectors Research Management, LLC 0.81% Add +2032.2% 73,944 $2.9M
Horizon Investments, LLC 0.08% Add +5.0% 73,447 $2.9M
Wealth Alliance Advisory Group, LLC 0.66% No change 73,333 $2.9M
Park Avenue Securities LLC 0.04% Reduce -7.8% 72,888 $2.8M
AQR Capital Management 0.00% Reduce -0.5% 72,389 $2.8M
Securian Asset Management, Inc. 0.08% Reduce -7.0% 71,651 $2.8M
Axxcess Wealth Management, LLC 0.08% Add +4.2% 71,566 $2.8M
Credit Agricole S A 0.05% Add +114.7% 73,899 $2.8M
Worldquant Millennium Advisors LLC 0.03% Reduce -77.2% 70,900 $2.8M
Louisiana State Employees Retirement System 0.05% Reduce -3.8% 70,800 $2.8M
Barrow Hanley Mewhinney & Strauss LLC 0.01% Add +4.8% 70,379 $2.7M
U.S. Capital Wealth Advisors, LLC 0.11% Reduce -11.5% 69,709 $2.7M
SL Advisors, LLC 5.34% Add +0.1% 69,535 $2.7M
Commerce Bank 0.02% Add +5.9% 69,453 $2.7M
United Capital Financial Advisors, LLC 0.02% Reduce -4.9% 69,251 $2.7M
Cutter & CO Brokerage, Inc. 0.66% Reduce -6.3% 69,223 $2.7M
FDx Advisors, Inc. 0.40% Reduce -0.2% 67,702 $2.6M
Slocum, Gordon & Co LLP 1.96% Reduce -0.0% 67,647 $2.6M
Courier Capital LLC 0.19% Reduce -4.0% 67,541 $2.6M
Fulton Bank, N.A. 0.11% Reduce -0.5% 67,534 $2.6M
Bluefin Capital Management, LLC 0.65% Add +319.3% 67,500 $2.6M
Fort Washington Investment Advisors Inc. 0.02% Add +14.2% 67,463 $2.6M
Quantinno Capital Management LP 0.06% Add +6.0% 67,056 $2.6M
Ethic Inc. 0.07% Add +33.0% 67,019 $2.6M
SYSTM Wealth Solutions LLC 0.33% Reduce -4.1% 66,300 $2.6M
3Chopt Investment Partners, LLC 1.06% Reduce -0.6% 66,237 $2.6M
EagleClaw Capital Managment, LLC 0.46% Reduce -0.9% 65,675 $2.6M
Exencial Wealth Advisors, LLC 0.10% Add +241.9% 65,558 $2.6M
Davidson Capital Management Inc. 0.81% Add +1.2% 64,520 $2.5M
Illinois Municipal Retirement Fund 0.04% Add +61.9% 64,026 $2.5M
Continuum Advisory, LLC 0.37% Add +58.2% 62,568 $2.5M
Mgo One Seven LLC 0.13% Add +0.8% 62,854 $2.4M
Trivium Point Advisory, LLC 0.52% Reduce -8.1% 62,322 $2.4M
Cozad Asset Management Inc. 0.25% Reduce -12.1% 62,226 $2.4M
Moneta Group Investment Advisors LLC 0.04% Reduce -10.7% 61,965 $2.4M
iA Global Asset Management Inc. 0.05% Add +242.1% 61,717 $2.4M
Hennion & Walsh Asset Management, Inc. 0.13% Add +15.0% 61,480 $2.4M
New Mexico Educational Retirement Board 0.09% Reduce -3.3% 61,328 $2.4M
TKG Advisors, LLC 1.33% Add +1.3% 61,311 $2.4M
Crossmark Global Holdings, Inc. 0.05% Reduce -4.3% 61,215 $2.4M
Allspring Global Investments Holdings, LLC 0.00% Reduce -60.2% 61,070 $2.4M
Mediolanum International Funds Ltd 0.04% — 61,326 $2.4M
Redwood Investment Management, LLC 0.22% New 59,920 $2.3M
Profund Advisors LLC 0.09% Reduce -23.4% 59,543 $2.3M
Alpine Woods Capital Investors, LLC 0.45% Reduce -8.2% 59,549 $2.3M
Regions Financial Corp. 0.02% Add +99.4% 58,417 $2.3M
Transform Wealth, LLC 0.22% Add +0.7% 58,346 $2.3M
NewEdge Wealth, LLC 0.05% Reduce -0.7% 58,611 $2.3M
Vestcor Inc 0.08% Reduce -17.8% 56,845 $2.2M
Atria Wealth Solutions, Inc. 0.02% Add +3.1% 56,422 $2.2M
CNB Bank 1.07% Add +1.1% 56,322 $2.2M
Larson Financial Group LLC 0.17% Reduce -1.0% 56,289 $2.2M
Wedbush Securities Inc. 0.08% Add +65.3% 56,282 $2.2M
Beach Investment Counsel Inc. 0.27% No change 62,834 $2.2M
Snowden Capital Advisors LLC 0.07% Add +0.7% 56,109 $2.2M
Nomura Holdings Inc. 0.02% Reduce -72.9% 55,947 $2.2M
Raleigh Capital Management Inc. 0.94% Reduce -15.0% 55,917 $2.2M
Railway Pension Investments Ltd 0.02% No change 55,300 $2.2M
Lindbrook Capital, LLC 0.20% Add +12.7% 54,998 $2.1M
CW Advisors, LLC 0.04% Add +18.4% 54,870 $2.1M
Peoples Bank 1.67% No change 54,809 $2.1M
Cwm, LLC 0.01% Reduce -0.6% 54,635 $2.1M
Payden & Rygel Investment Group 0.15% — 54,560 $2.1M
Payden & Rygel 0.15% Add +6.7% 54,560 $2.1M
Pinnacle West Asset Management, Inc. 1.68% Reduce -0.9% 54,369 $2.1M
Founders Financial Securities LLC 0.22% Add +5.4% 54,072 $2.1M
Sound View Wealth Advisors Group, LLC 0.22% Add +6.1% 52,932 $2.1M
Hartford Financial Management Inc. 0.43% Add +0.4% 52,209 $2.0M
Wealth Alliance, LLC 0.27% Add +0.6% 51,848 $2.0M
Brown Advisory Inc. 0.00% Reduce -2.9% 51,693 $2.0M
Daiichi Life Insurance Co., Ltd. 0.05% No change 49,822 $2.0M
Bell & Brown Wealth Advisors, LLC 0.85% Reduce -0.6% 51,017 $2.0M
Global Retirement Partners, LLC 0.07% Add +67.3% 50,234 $2.0M
Burney Co./ 0.07% Add +3.0% 50,083 $2.0M
Monetary Management Group Inc. 0.54% Reduce -12.9% 49,450 $1.9M
King Luther Capital Management Corp. 0.01% Add +12.4% 49,072 $1.9M
Metropolitan Life Insurance Co 0.08% Reduce -0.9% 49,065 $1.9M
Centered Wealth LLC dba Miller Equity Capital Advisors 0.79% No change 48,970 $1.9M
Providence Capital Advisors, LLC 0.42% Add +2.4% 48,912 $1.9M
Pinnacle Financial Partners Inc 0.04% Add +0.4% 48,271 $1.9M
First County Bank 0.92% Reduce -5.3% 48,078 $1.9M
Van Hulzen Asset Management, LLC 0.12% No change 47,409 $1.8M
Lavaca Capital LLC 1.12% No change 47,300 $1.8M
Csenge Advisory Group 0.10% Add +1.9% 46,619 $1.8M
Intrust Bank NA 0.19% Reduce -0.7% 46,571 $1.8M
Vestmark Advisory Solutions, Inc. 0.08% Reduce -5.5% 46,449 $1.8M
MAI Capital Management 0.02% Add +6.6% 46,311 $1.8M
Ieq Capital, LLC 0.03% Add +15.8% 45,978 $1.8M
Round Rock Advisors LLC 0.43% Reduce -30.5% 45,894 $1.8M
Herbst Group, LLC 1.08% Reduce -9.7% 44,900 $1.7M
Tidal Investments LLC 0.03% Reduce -4.5% 44,518 $1.7M
Verdence Capital Advisors LLC 0.16% Add +7.3% 44,007 $1.7M
Alaethes Wealth, LLC 0.73% Reduce -10.0% 42,792 $1.7M
Cadent Capital Advisors, LLC 0.67% Reduce -0.1% 42,667 $1.7M
Campbell & CO Investment Adviser LLC 0.14% Add +219.4% 42,504 $1.7M
FourThought Financial Partners, LLC 0.19% Add +2.0% 42,494 $1.7M
Kestra Private Wealth Services, LLC 0.04% Reduce -6.6% 42,287 $1.6M
Concourse Financial Group Securities, Inc. 0.11% Reduce -2.0% 42,255 $1.6M
B. Metzler seel. Sohn & Co. AG 0.02% No change 42,188 $1.6M
Elevation Point Wealth Partners, LLC 0.13% Reduce -0.5% 42,079 $1.6M
UniSuper Management Pty Ltd 0.02% Reduce -27.4% 41,659 $1.6M
Baker Tilly Wealth Management, LLC 0.29% Reduce -3.0% 41,547 $1.6M
Moloney Securities Asset Management, LLC 0.24% Reduce -4.0% 41,235 $1.6M
Northwest & Ethical Investments L.P. 0.05% Add +24.3% 41,135 $1.6M
Gilliland Jeter Wealth Management LLC 0.55% Reduce -2.4% 40,200 $1.6M
Kentucky Retirement Systems Insurance Trust Fund 0.11% Reduce -7.4% 40,145 $1.6M
United Services Automobile Association 0.04% No change 40,129 $1.6M
Fca Corp. 0.51% No change 40,089 $1.6M
Legacy Advisors, LLC 0.20% Reduce -7.4% 40,043 $1.6M
Walleye Capital LLC 0.02% Reduce -63.6% 40,004 $1.6M
OV Management LLC 1.13% No change 40,000 $1.6M
Great Lakes Advisors, LLC 0.01% New 39,781 $1.6M
Stablepoint Partners, LLC 0.31% Add +49.4% 39,702 $1.5M
Norinchukin Bank, The 0.05% Reduce -1.2% 39,649 $1.5M
D.B. Root & Company, LLC 0.52% Reduce -1.3% 39,585 $1.5M
Highlander Capital Management, LLC 0.60% Reduce -1.8% 39,082 $1.5M
Genesee Capital Advisors, LLC 0.82% Add +0.3% 38,602 $1.5M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.3% 38,602 $1.5M
Wealthspire Advisors, LLC 0.02% Reduce -5.8% 38,467 $1.5M
Argent Advisors, Inc. 0.59% Add +14.9% 38,441 $1.5M
Adams Asset Advisors, LLC 0.20% No change 38,437 $1.5M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -92.9% 38,264 $1.5M
Harvest Investment Advisors, LLC 1.11% Add +0.6% 38,019 $1.5M
Linden Thomas Advisory Services, LLC 0.24% Add +55.2% 37,854 $1.5M
Blair William & Co. 0.00% Reduce -11.9% 37,751 $1.5M
Secure Asset Management, LLC 0.34% Add +4.2% 37,492 $1.5M
GoalVest Advisory LLC 0.49% Add +3.7% 37,480 $1.5M
Point Windward Advisors Inc. 0.60% Add +1.1% 37,060 $1.4M
Arden Trust Co 0.20% Reduce -0.3% 36,922 $1.4M
Vista Investment Partners LLC 0.49% Add +0.1% 36,700 $1.4M
Twin City Private Wealth, LLC 1.40% — 36,537 $1.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +21.1% 36,201 $1.4M
Donoghue Forlines LLC 0.39% Add +89.3% 35,529 $1.4M
Basso Capital Management, L.P. 1.31% No change 35,500 $1.4M
NJ State Employees Deferred Compensation Plan 0.17% No change 35,000 $1.4M
Cohen Capital Management, Inc. 0.24% Reduce -42.7% 34,940 $1.4M
Dudley Capital Management, LLC 0.79% Add +0.1% 34,901 $1.4M
CBRE Investment Management Listed Real Assets LLC 0.03% Reduce -1.1% 34,802 $1.4M
Phillips Wealth Planners LLC 1.55% Add +3.3% 35,882 $1.4M
Amova Asset Management Americas, Inc. 0.01% Reduce -6.5% 34,567 $1.3M
Harbor Capital Advisors, Inc. 0.18% New 34,554 $1.3M
Diversify Advisory Services, LLC 0.08% — 34,568 $1.3M
Aveo Capital Partners, LLC 0.14% Reduce -1.1% 34,103 $1.3M
Principal Securities, Inc. 0.04% Reduce -1.8% 33,769 $1.3M
Nicholas Hoffman & Company, LLC. 0.07% Reduce -1.1% 33,541 $1.3M
Accordant Advisory Group Inc 0.98% — 33,493 $1.3M
Federation des caisses Desjardins du Quebec 0.01% Add +189.8% 33,682 $1.3M
First Trust Direct Indexing L.P. 0.10% Reduce -4.3% 33,227 $1.3M
HighPoint Advisor Group LLC 0.09% Reduce -6.8% 32,615 $1.3M
Assenagon Asset Management S.A. 0.00% Reduce -81.0% 33,141 $1.3M
Squarepoint Ops LLC 0.01% Add +0.1% 32,991 $1.3M
Apollon Wealth Management, LLC 0.04% Add +33.2% 32,953 $1.3M
Transatlantique Private Wealth LLC 0.55% Reduce -3.2% 32,581 $1.3M
Parkwood LLC 0.13% Add +3.0% 32,457 $1.3M
Florida Trust Wealth Management Co 0.04% Add +5.3% 32,416 $1.3M
Lido Advisors, LLC 0.01% Add +14.8% 32,211 $1.3M
Sherbrooke Park Advisers LLC 0.24% New 31,729 $1.2M
Tokio Marine Asset Management Co. Ltd. 0.06% Add +7.7% 31,708 $1.2M
Avantax Advisory Services, Inc. 0.01% Add +9.2% 31,557 $1.2M
Tower Research Capital LLC (TRC) 0.03% Reduce -82.6% 31,551 $1.2M
Eagle Rock Investment Company, LLC 0.23% Add +9.1% 31,541 $1.2M
Trust Co. of Oklahoma 0.44% Reduce -1.8% 31,506 $1.2M
Waverly Advisors, LLC 0.03% Reduce -0.7% 31,235 $1.2M
Meiji Yasuda Asset Management Co Ltd. 0.05% Reduce -23.8% 30,946 $1.2M
HB Wealth Management, LLC 0.02% Reduce -3.4% 30,915 $1.2M
ETF Store, Inc. 0.67% Add +6.7% 30,338 $1.2M
Portside Wealth Group, LLC 0.22% Add +4.8% 30,181 $1.2M
NEOS Investment Management LLC 0.07% Add +74.3% 30,172 $1.2M
Jefferies Financial Group Inc. 0.03% Reduce -46.4% 30,000 $1.2M
Buckley Wealth Management, LLC 0.37% Reduce -1.0% 29,955 $1.2M
Institutional & Family Asset Management, LLC 0.19% No change 29,793 $1.2M
Bollard Group LLC 0.04% Add +1.2% 29,658 $1.2M
My Legacy Advisors, LLC 0.39% Reduce -2.5% 29,582 $1.2M
QRG Capital Management, Inc. 0.01% Add +9.1% 29,396 $1.1M
Stonegate Investment Group, LLC 0.04% Add +10.0% 29,350 $1.1M
Williams Jones Wealth Management, LLC. 0.01% Reduce -18.1% 28,940 $1.1M
Sumitomo Life Insurance Co. 0.03% Reduce -4.2% 28,904 $1.1M
Fourpath Capital Management, LLC 0.78% Reduce -2.1% 28,858 $1.1M
Acadian Asset Management LLC 0.00% Reduce -15.0% 28,668 $1.1M
SVB Wealth LLC 0.02% Add +14.9% 28,425 $1.1M
KCM Investment Advisors LLC 0.04% Add +22.9% 27,749 $1.1M
Uncommon Cents Investing LLC 0.33% Add +2.4% 27,625 $1.1M
Empirical Finance, LLC 0.07% Add +5.6% 27,620 $1.1M
Cibc World Market Inc. 0.00% Reduce -6.3% 27,485 $1.1M
Segment Wealth Management, LLC 0.08% Add +8.7% 27,228 $1.1M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.17% No change 27,197 $1.1M
Dakota Wealth Management 0.03% New 26,648 $1.0M
Corton Capital Inc. 0.38% Add +6.0% 26,619 $1.0M
Little House Capital LLC 0.34% New 26,591 $1.0M
M&G PLC 0.01% — 26,567 $1.0M
Pinion Investment Advisors, LLC 0.53% Add +4.9% 26,169 $1.0M
Allworth Financial LP 0.01% Reduce -0.9% 26,069 $1.0M
Forum Financial Management, LP 0.02% Add +0.0% 26,025 $1.0M
Marcum Wealth, LLC 0.10% Reduce -0.6% 25,874 $1.0M
Steel Grove Capital Advisors, LLC 0.13% Add +44.5% 25,827 $1.0M
Viawealth, LLC 0.63% No change 25,786 $1.0M
Fidelis Capital Partners, LLC 0.15% Add +2.6% 25,605 $998K
Castleark Management LLC 0.04% No change 25,570 $996K
Avior Wealth Management, LLC 0.05% Add +14.6% 25,378 $989K
Scotia Capital Inc. 0.01% Add +8.4% 25,329 $987K
Patten Group, Inc. 0.24% Add +6.0% 25,322 $987K
Edmonds Duncan Registered Investment Advisors, LLC 0.25% No change 25,275 $985K
CENTRAL TRUST Co 0.02% Reduce -7.8% 25,256 $984K
Ballentine Partners, LLC 0.02% Reduce -11.9% 25,218 $983K
Schulhoff & Co. Inc. 0.43% Add +1.6% 17,883 $982K
Signaturefd, LLC 0.02% Reduce -0.8% 25,152 $980K
MTM Investment Management, LLC 0.40% Reduce -0.5% 25,133 $979K
Harbour Trust & Investment Management Co 0.12% Add +1.4% 25,073 $977K
RBF Capital, LLC 0.05% No change 25,000 $974K
Meeder Advisory Services, Inc. 0.10% Add +3.4% 24,932 $972K
Venturi Wealth Management, LLC 0.06% Add +1.7% 24,585 $958K
Northeast Investment Management 0.05% No change 24,557 $957K
Hedges Asset Management LLC 0.67% No change 24,400 $951K
Intech Investment Management LLC 0.01% Add +97.7% 24,333 $948K
Relative Value Partners Group, LLC 0.06% Reduce -0.5% 27,250 $944K
TrueWealth Advisors, LLC 0.36% Add +0.6% 24,148 $941K
Vontobel Holding Ltd. 0.01% Add +3.7% 24,107 $939K
Cannell & Spears LLC 0.02% No change 24,100 $939K
New Hampshire Trust 0.22% Reduce -2.6% 24,016 $936K
Inscription Capital, LLC 0.15% New 23,748 $925K
Meeder Asset Management Inc. 0.06% New 23,584 $919K
True North Advisors, LLC 0.25% New 23,385 $911K
Westfield Capital Management Co. LP 0.00% No change 23,330 $909K
North Star Investment Management Corp. 0.06% Add +0.8% 23,295 $908K
Meiji Yasuda Life Insurance Co 0.02% Reduce -8.3% 23,200 $904K
Laird Norton Wetherby Wealth Management, LLC 0.04% Reduce -2.1% 23,082 $900K
Cornerstone Advisors, LLC 0.04% Add +12.9% 22,800 $889K
Invst, LLC 0.10% New 22,751 $884K
Checchi Capital Advisers, LLC 0.07% Add +1.2% 22,683 $884K
Dana Investment Advisors, Inc. 0.03% Reduce -6.0% 22,392 $873K
Penbrook Management LLC 0.54% Reduce -8.2% 22,330 $870K
Machina Capital S.A.S. 0.45% New 22,114 $862K
Advisor OS, LLC 0.10% Add +22.7% 22,071 $860K
Sterneck Capital Management, LLC 0.51% Add +49.0% 22,037 $859K
Sequoia Financial Advisors, LLC 0.01% Reduce -17.6% 22,024 $858K
Independent Financial Group, LLC 0.04% Reduce -3.3% 21,826 $851K
Evergreen Capital Management LLC 0.03% Reduce -2.2% 21,795 $849K
Norden Group LLC 0.17% Add +25.4% 21,794 $849K
V-Square Quantitative Management LLC 0.12% No change 21,786 $849K
Royal London Asset Management Ltd. 0.00% Reduce -90.2% 21,778 $849K
Catalyst Funds Management Pty Ltd 0.23% — 21,600 $842K
Greenleaf Trust 0.01% Reduce -4.2% 21,520 $839K
Hudson Bay Capital Management LP 0.01% New 21,387 $833K
Conning Inc. 0.03% No change 21,317 $831K
Geneos Wealth Management Inc. 0.04% Reduce -0.7% 21,216 $827K
Farmers & Merchants Investments Inc. 0.03% Reduce -19.1% 21,139 $824K
Park Place Capital Corp 0.29% Reduce -14.1% 21,027 $819K
First Commonwealth Financial Corp 0.22% Reduce -7.7% 21,004 $819K
Inspire Trust Co, N.A. 0.46% New 21,000 $818K
Marino, Stram & Associates LLC 0.19% Add +158.0% 20,975 $817K
Lanark Financial, Inc. 0.08% Reduce -0.6% 20,870 $813K
Shell Asset Management Co. 0.04% Reduce -25.7% 18,918 $804K
Sigma Planning Corp 0.03% Add +222.0% 20,543 $801K
LGT Group Foundation 0.02% Reduce -55.4% 20,495 $799K
Coldstream Capital Management Inc. 0.02% Add +17.6% 20,486 $798K
Pointe Capital Management LLC 0.49% No change 20,411 $795K
Dynamic Advisor Solutions LLC 0.03% Add +2.2% 20,320 $792K
Pullen Investment Management, LLC 0.67% — 20,258 $789K
Nicholas Company, Inc. 0.01% No change 20,248 $789K
Mitchell & Pahl Private Wealth, LLC 0.41% Reduce -7.9% 20,164 $786K
Curi Capital, LLC 0.02% Add +46.6% 20,064 $782K
Outfitters Financial LLC 0.64% No change 20,000 $779K
Everpar Advisors LLC 0.47% Reduce -38.3% 19,818 $772K
Lombard Odier Asset Management (Switzerland) SA 0.05% Add +3.1% 19,717 $768K
Benedetti & Gucer, Inc. 0.38% Reduce -1.8% 19,651 $766K
Investment Management Corp of Ontario 0.02% Reduce -31.0% 19,605 $764K
Ignite Planners, LLC 0.21% Reduce -16.2% 19,562 $760K
Ossiam 0.01% Reduce -55.5% 19,460 $758K
Aspen Investment Management Inc 0.38% Reduce -0.8% 19,415 $757K
Ausdal Financial Partners, Inc. 0.09% Reduce -0.8% 19,311 $753K
Prudent Man Advisors, LLC 0.28% Reduce -0.2% 19,302 $752K
Waterloo Capital, L.P. 0.10% Add +57.3% 19,202 $748K
Diligent Investors, LLC 0.19% Add +8.8% 19,179 $747K
Dearborn Partners LLC 0.03% Add +1.1% 19,135 $746K
Hollencrest Capital Management 0.03% Reduce -12.8% 19,119 $745K
First Trust Investment Solutions L.P. 0.13% Reduce -19.6% 19,067 $743K
Formidable Asset Management, LLC 0.12% Add +10.7% 19,038 $742K
Fernwood Investment Management, LLC 0.22% Add +0.2% 18,989 $740K
Essex Financial Services, Inc. 0.07% Add +7.8% 18,753 $731K
Keybank National Association 0.00% Add +0.4% 18,593 $725K
Eight 31 Financial, LLC 0.46% Reduce -22.5% 18,583 $724K
FIL Ltd 0.00% New 18,519 $722K
Kingswood Wealth Advisors, LLC 0.08% Reduce -40.9% 18,208 $710K
International Assets Investment Management, LLC 0.07% Add +78.6% 18,055 $702K
Keating Wealth Management LLC 0.42% No change 17,998 $701K
Magnus Financial Group LLC 0.08% Add +2.0% 17,900 $698K
Alberta Investment Management Corp 0.01% No change 17,900 $698K
Veracity Capital LLC 0.27% Reduce -21.5% 17,702 $690K
Register Financial Advisors LLC 0.36% Add +0.1% 17,696 $690K
Wedmont Private Capital 0.05% Add +15.0% 17,519 $687K
Farther Finance Advisors, LLC 0.04% Add +7.0% 17,669 $687K
Hilltop Holdings Inc. 0.08% Reduce -5.2% 17,583 $685K
West Paces Advisors Inc. 0.18% Add +3.9% 17,557 $684K
HF Advisory Group, LLC 0.38% Add +27.3% 17,550 $684K
Pitcairn Co. 0.04% Add +9.5% 17,511 $682K
Independence Bank of Kentucky 0.20% Add +50.5% 17,452 $680K
Premier Path Wealth Partners, LLC 0.13% Add +1.4% 17,344 $676K
Equitable Holdings, Inc. 0.01% Add +8.7% 17,211 $671K
Avidian Wealth Enterprises, LLC 0.04% Add +1.5% 17,144 $668K
Stratos Wealth Partners, LTD. 0.01% Reduce -2.7% 16,791 $654K
Vident Advisory, LLC 0.01% Add +1.0% 16,776 $654K
Carson Advisory Inc. 0.46% Add +0.5% 16,751 $653K
Sfmg, LLC 0.06% Add +0.3% 16,654 $649K
AMG National Trust Bank 0.02% Add +4.3% 16,614 $647K
Voya Financial Advisors, Inc. 0.07% Add +0.4% 16,760 $646K
Easterly Investment Partners LLC 0.05% Add +0.0% 16,559 $645K
TCW Group Inc. 0.01% Reduce -14.8% 16,367 $638K
Sompo Asset Management Co., Ltd. 0.10% Add +45.8% 16,330 $636K
BlackDiamond Wealth Management, LLC 0.45% New 16,324 $636K
Sheaff Brock Investment Advisors, LLC 0.05% Add +0.4% 16,322 $636K
Mirador Capital Partners LP 0.12% Add +1.3% 16,311 $636K
Impact Partnership Wealth, LLC 0.25% Reduce -12.5% 16,158 $630K
Fayez Sarofim & Co 0.00% Reduce -8.5% 16,085 $627K
Ostrum Asset Management 0.05% Reduce -65.4% 16,084 $627K
Quadrant Capital Group LLC 0.05% Reduce -3.5% 16,078 $627K
Financial Advocates Investment Management 0.04% Add +7.6% 15,956 $622K
Jump Financial, LLC 0.02% Add +8.4% 15,936 $621K
RNC Capital Management LLC 0.04% Add +5.0% 15,880 $619K
Grove Bank & Trust 0.10% Reduce -43.7% 15,755 $614K
Country Club Bank 0.04% Reduce -4.2% 15,732 $613K
Banque Cantonale Vaudoise 0.02% Reduce -27.9% 15,660 $610K
Huntington National Bank 0.01% Add +38.5% 15,647 $610K
Patriot Financial Group Insurance Agency, LLC 0.10% New 15,413 $601K
Scissortail Wealth Management, LLC 0.16% New 15,304 $596K
GM Advisory Group, LLC 0.04% Add +2.0% 15,277 $595K
Realta Investment Advisors 0.12% Reduce -3.5% 15,275 $595K
Everett Harris & Co. 0.01% Add +1.9% 15,175 $591K
Trajan Wealth LLC 0.04% — 15,006 $585K
Fox Run Management, L.L.C. 0.12% Reduce -12.8% 14,650 $571K
University of Texas/Texas Am Investment Management Co. 0.16% No change 16,372 $570K
Nations Financial Group Inc, /Ia/ 0.05% No change 14,530 $566K
First Manhattan Co. Llc. 0.00% Add +8.1% 14,520 $566K
Visionary Wealth Advisors 0.04% Add +0.2% 14,418 $562K
Caldwell Sutter Capital, Inc. 0.27% Reduce -2.0% 14,239 $555K
Rwa Wealth Partners, LLC 0.01% Reduce -14.2% 14,177 $552K
Mraz, Amerine & Associates, Inc. 0.10% No change 14,156 $552K
Lummis Asset Management, LP 0.74% Add +126.1% 14,143 $551K
Seelaus Asset Management LLC 0.56% Reduce -27.4% 14,115 $550K
Lincoln National Corp. 0.01% Add +48.4% 14,077 $549K
Legacy Financial Group, Inc. 0.21% Reduce -10.6% 13,997 $545K
Hilltop National Bank 0.19% — 13,985 $545K
Cahill Financial Advisors Inc. 0.07% Reduce -21.8% 13,977 $545K
Evoke Wealth, LLC 0.02% New 13,928 $543K
Transcend Capital Advisors, LLC 0.04% Reduce -12.3% 13,811 $538K
Presima Securities ULC 0.13% No change 13,800 $538K
HBK Sorce Advisory LLC 0.02% Add +2.8% 13,690 $534K
Wrapmanager Inc. 0.15% Reduce -27.3% 13,684 $533K
Addis & Hill, Inc 0.45% No change 13,542 $533K
Buckingham Strategic Wealth, LLC 0.01% Add +44.4% 13,659 $532K
Keudell/Morrison Wealth Management 0.16% Add +0.6% 13,599 $530K
Alethea Capital Management, LLC 0.43% New 13,539 $528K
Clear Creek Financial Management, LLC 0.07% Add +5.8% 13,527 $527K
Full Sail Capital, LLC 0.04% No change 13,510 $526K
Chapin Davis, Inc. 0.19% No change 13,505 $526K
Arete Wealth Advisors, LLC 0.05% Reduce -25.0% 13,382 $521K
Chesapeake Asset Management LLC 0.52% Reduce -30.4% 13,358 $521K
UMB Bank, n.a. 0.01% Reduce -25.8% 13,310 $519K
Private Trust Co. NA 0.06% Add +9.2% 13,245 $516K
Centaurus Financial, Inc. 0.04% Reduce -3.5% 13,254 $516K
High Net Worth Advisory Group LLC 0.16% Reduce -21.4% 13,205 $515K
PFG Investments, LLC 0.03% New 13,185 $514K
IHT Wealth Management, LLC 0.02% Add +1.4% 13,167 $513K
Ameritas Investment Partners, Inc. 0.02% Reduce -3.4% 13,158 $513K
BLB&B Advisors, LLC 0.03% Reduce -0.1% 13,133 $512K
Prospera Financial Services Inc 0.02% Add +19.9% 13,101 $511K
Simon Quick Advisors, LLC 0.04% New 13,054 $509K
Palisade Asset Management, LLC 0.05% No change 12,984 $506K
Savant Capital, LLC 0.01% Add +14.1% 12,971 $505K
GAMMA Investing LLC 0.10% Add +19.4% 12,936 $504K
Cigna Investments Inc. 0.10% Reduce -1.3% 12,850 $501K
Symmetry Partners, LLC 0.04% Add +4.9% 12,800 $499K
Concurrent Investment Advisors, LLC 0.02% Add +1.1% 12,727 $496K
Siemens Fonds Invest GmbH 0.04% Reduce -3.8% 12,725 $496K
Gibbs Wealth Management 0.28% — 12,639 $493K
Horan Securities, Inc. 0.23% Add +3.2% 12,381 $483K
Madison Park Capital Advisors, LLC 0.42% No change 12,300 $479K
Mengis Capital Management, Inc. 0.07% Add +74.1% 12,286 $479K
Central Pacific Bank - Trust Division 0.06% — 12,200 $474K
Patten & Patten Inc. 0.03% Add +19.5% 12,145 $473K
Parallel Advisors, LLC 0.01% Add +16.1% 12,012 $468K
Mitchell McLeod Pugh & Williams Inc. 0.11% Add +3.9% 11,999 $468K
Independent Advisor Alliance 0.02% Reduce -9.0% 11,987 $467K
Insigneo Advisory Services, LLC 0.06% Add +17.1% 11,964 $466K
Mosley Wealth Management 0.44% Reduce -2.0% 11,956 $466K
Graypoint LLC 0.03% Reduce -3.6% 11,817 $461K
Pacifica Partners Inc. 0.20% Add +0.0% 12,032 $459K
Rehmann Capital Advisory Group 0.03% Reduce -4.5% 11,736 $457K
Los Angeles Capital Management LLC 0.00% No change 11,687 $455K
Sowell Financial Services LLC 0.02% Reduce -0.7% 11,678 $455K
Wealth Management Associates, Inc. 0.21% Add +2.6% 10,684 $454K
Edge Capital Group, LLC 0.02% Add +4.8% 11,610 $452K
Level Four Advisory Services, LLC 0.02% No change 12,794 $446K
Group One Trading LLC 0.02% Reduce -75.9% 11,407 $445K
WCG Wealth Advisors LLC 0.04% Add +9.3% 11,339 $442K
Gradient Investments LLC 0.01% Add +9.3% 11,324 $441K
Mesirow Financial Investment Management, Inc. 0.01% Add +43.2% 11,297 $440K
Wellington Shields & Co., LLC 0.15% No change 11,274 $439K
Oracle Alpha Inc. 0.78% Add +2.2% 11,220 $437K
Mather Group, Llc. 0.01% Reduce -4.8% 12,552 $437K
CreativeOne Wealth, LLC 0.02% New 11,213 $437K
Synovus Financial Corp. 0.01% Reduce -2.0% 11,192 $436K
Ashton Thomas Private Wealth, LLC 0.03% Add +0.7% 11,182 $436K
Prime Capital Investment Advisors, LLC 0.01% Add +3.1% 11,164 $435K
Beese Fulmer Investment Management, Inc. 0.04% No change 11,075 $432K
Caprock Group, LLC 0.02% Add +44.4% 11,054 $431K
Stableford Capital II LLC 0.17% No change 11,042 $430K
Freestone Capital Holdings, LLC 0.02% New 10,981 $428K
Abbrea Capital, LLC 0.06% No change 10,958 $427K
First Foundation Advisors 0.02% Reduce -15.4% 10,942 $426K
Augustine Asset Management Inc. 0.18% Add +3.5% 10,937 $426K
OneAscent Financial Services LLC 0.05% Reduce -21.3% 10,938 $426K
Gallacher Capital Management LLC 0.22% Add +49.2% 10,928 $426K
Moody LYNN Lieberson & Walker, LLC 0.03% Add +0.3% 10,904 $425K
Infrastructure Capital Advisors, LLC 0.07% Reduce -91.9% 10,882 $424K
Avantax Planning Partners, Inc. 0.01% Add +32.0% 10,860 $423K
Founders Financial Alliance, LLC 0.13% Reduce -3.1% 10,833 $422K
Phillips Financial Management, LLC 0.03% Add +0.2% 10,777 $420K
Adirondack Trust Co. 0.18% Reduce -2.2% 10,776 $420K
Quotient Wealth Partners, LLC 0.01% New 10,730 $418K
Aptus Capital Advisors, LLC 0.01% Add +71.8% 10,728 $418K
Wallace Advisory Group, LLC 0.31% Add +7.4% 11,867 $413K
Syon Capital LLC 0.04% Add +4.4% 10,558 $411K
First National Trust Co 0.02% Add +2.8% 10,520 $410K
Hexagon Capital Partners LLC 0.09% Add +60.5% 10,414 $406K
EP Wealth Advisors, LLC 0.00% Add +2.1% 10,340 $403K
West Michigan Advisors, LLC 0.13% Add +7.9% 10,270 $400K
OneDigital Investment Advisors LLC 0.01% Reduce -65.8% 10,231 $399K
Westover Capital Advisors, LLC 0.12% No change 10,200 $397K
Focus Partners Advisor Solutions, LLC 0.01% New 10,194 $397K
Equitable Trust Co. 0.03% Add +39.5% 10,122 $394K
Sonora Investment Management Group, LLC 0.03% Add +2.4% 10,063 $392K
Lake Street Private Wealth, LLC 0.05% Add +3.7% 10,035 $391K
Brighton Jones LLC 0.01% Reduce -1.1% 10,013 $390K
Stockman Wealth Management, Inc. 0.07% Add +0.1% 10,012 $390K
Harbor Advisors LLC 0.07% No change 10,000 $390K
Community Bank, N.A. 0.05% No change 10,000 $390K
Chesley Taft & Associates LLC 0.02% No change 10,000 $390K
Sapient Capital LLC 0.01% Reduce -6.2% 9,956 $388K
Cedrus LLC 0.21% Reduce -19.9% 9,871 $385K
SeaCrest Wealth Management, LLC 0.05% Reduce -65.6% 9,822 $383K
Cornercap Investment Counsel Inc. 0.06% Reduce -29.1% 9,812 $382K
FirstPurpose Wealth LLC 0.14% Reduce -5.8% 9,749 $379K
Brookstone Capital Management 0.01% Add +52.5% 9,698 $378K
Precedent Wealth Partners, LLC 0.16% Reduce -3.8% 9,686 $377K
Dakota Community Bank & Trust NA 2.03% Reduce -0.6% 9,651 $376K
Summit Trail Advisors, LLC 0.01% Add +7.2% 9,646 $376K
Aigen Investment Management, LP 0.08% New 9,564 $373K
Sage Capital Management, LLC 0.20% Add +1.2% 9,562 $373K
Smartleaf Asset Management LLC 0.07% Add +122.7% 9,652 $372K
Opus Capital Group, LLC 0.05% Reduce -11.7% 9,553 $372K
Schechter Investment Advisors, LLC 0.03% Add +7.7% 9,538 $372K
Whitaker-Myers Wealth Managers, LTD. 0.16% Add +2.5% 9,530 $371K
Sunpointe, LLC 0.41% Add +6.0% 9,529 $371K
Clarius Group, LLC 0.03% Reduce -11.8% 9,526 $371K
Diversified Trust Co. 0.01% Reduce -27.3% 9,504 $370K
Sierra Summit Advisors LLC 0.10% Reduce -17.4% 9,483 $370K
Beverly Hills Private Wealth, LLC 0.08% Reduce -4.5% 9,369 $365K
Jag Capital Management, LLC 0.05% Add +8.1% 9,310 $363K
FAS Wealth Partners, Inc. 0.03% Add +0.3% 9,293 $362K
Resurgent Financial Advisors LLC 0.19% Add +24.4% 9,206 $359K
Ariston Services Group 0.34% New 9,202 $359K
Integrated Advisors Network LLC 0.02% Add +2.1% 9,182 $358K
Catalyst Financial Partners LLC 0.09% Add +9.4% 9,489 $358K
Vise Technologies, Inc. 0.07% New 9,152 $357K
Bradley Foster & Sargent Inc. 0.01% Reduce -92.2% 9,089 $354K
Lantz Financial LLC 0.11% Add +3.6% 9,082 $354K
Qtron Investments LLC 0.05% New 9,076 $354K
Values First Advisors, Inc. 0.21% Add +46.1% 9,053 $353K
First Citizens Bank & Trust Co. 0.01% New 9,050 $353K
J.W. Cole Advisors, Inc. 0.02% New 9,041 $352K
Epacria Capital Partners, LLC 0.26% No change 9,000 $351K
Investors Asset Management of Georgia Inc. /Ga/ 0.16% Reduce -0.9% 8,966 $349K
Teamwork Financial Advisors, LLC 0.05% Add +26.7% 8,890 $346K
Cooper Financial Group 0.06% Reduce -3.7% 8,849 $345K
Pine Valley Investments Ltd Liability Co 0.03% Add +4.9% 8,824 $344K
Granite Group Advisors, LLC 0.23% No change 8,810 $343K
Trust Point Inc. 0.03% Reduce -2.1% 8,727 $340K
Ameritas Advisory Services, LLC 0.01% New 8,771 $339K
Arkos Global Advisors 0.06% No change 8,685 $338K
Holistic Financial Partners 0.17% Add +0.1% 8,669 $338K
Defined Wealth Management, LLC 0.24% New 8,633 $336K
Ritholtz Wealth Management 0.01% Reduce -1.2% 8,622 $336K
Cypress Wealth Services, LLC 0.08% Reduce -11.7% 8,582 $334K
Smith, Moore & Co. 0.04% Add +5.6% 8,574 $334K
Advus Financial Partners, LLC 0.10% Reduce -3.1% 8,572 $334K
Sterling Investment Counsel, LLC 0.15% Add +9.8% 8,560 $334K
West Family Investments, Inc. 0.10% Add +1.7% 8,448 $329K
Moody National Bank Trust Division 0.03% Reduce -25.6% 8,425 $328K
Pinnacle Associates Ltd. 0.01% Reduce -21.7% 8,395 $327K
Everhart Financial Group, Inc. 0.10% Add +1.9% 8,377 $326K
Freedom Day Solutions, LLC 0.12% Reduce -4.3% 8,371 $326K
Northeast Financial Consultants Inc 0.02% Add +31.4% 8,365 $326K
Astoria Portfolio Advisors LLC. 0.13% Reduce -3.3% 8,576 $325K
EverSource Wealth Advisors, LLC 0.03% Reduce -2.2% 8,459 $324K
XML Financial, LLC 0.03% Add +0.2% 8,310 $324K
180 Wealth Advisors, LLC 0.06% Add +9.3% 8,270 $322K
Vicus Capital 0.03% New 8,248 $321K
Tritonpoint Wealth, LLC 0.03% Add +1.5% 9,482 $321K
Moseley Investment Management Inc. 0.16% No change 8,225 $321K
Balefire, LLC 0.12% Reduce -6.7% 8,182 $319K
NorthRock Partners, LLC 0.01% Add +4.8% 8,177 $319K
Rothschild Investment LLC 0.02% Reduce -1.3% 8,173 $319K
CX Institutional 0.02% Reduce -1.7% 8,172 $318K
Birchcreek Wealth Management, LLC 0.17% No change 8,090 $315K
NorthStar Asset Management LLC 0.24% Reduce -5.5% 8,078 $315K
Carr Financial Group Corp 0.10% Reduce -15.4% 8,072 $315K
Valeo Financial Advisors, LLC 0.01% Add +1.8% 8,000 $314K
First Horizon Advisors, Inc. 0.01% Add +26.5% 7,969 $311K
Clarus Group, Inc. 0.22% Reduce -1.1% 7,894 $308K
Cadence Bank 0.02% Reduce -12.4% 7,815 $305K
First Western Trust Bank 0.01% New 7,791 $304K
Whittier Trust Co. 0.00% Add +141.9% 7,786 $303K
Wilbanks Smith & Thomas Asset Management LLC 0.01% Add +7.0% 7,746 $302K
MJP Associates Inc. 0.07% New 7,690 $300K
Wilkinson Global Asset Management LLC 0.02% No change 7,650 $298K
CarsonAllaria Wealth Management, Ltd. 0.19% Reduce -17.9% 7,642 $298K
Cullen/Frost Bankers, Inc. 0.00% Reduce -5.6% 7,624 $297K
Investment Partners Asset Management, Inc. 0.27% Add +1.4% 7,602 $296K
Brooklyn Investment Group 0.13% Reduce -1.1% 7,620 $296K
Bank of New Hampshire 0.08% Reduce -75.0% 7,575 $295K
Focus Partners Wealth 0.00% Add +11.1% 7,563 $295K
Lee Financial Co 0.05% Add +2.0% 7,527 $293K
Chelsea Counsel Co. 0.17% No change 7,500 $292K
McGowan Group Asset Management, Inc. 0.04% Add +1.1% 7,495 $292K
Allen Capital Group, LLC 0.04% Reduce -18.4% 7,420 $289K
Fiduciary Trust Co 0.00% Add +10.9% 7,407 $289K
Waldron Private Wealth LLC 0.01% Reduce -13.3% 7,337 $286K
Cottonwood Capital Advisors, LLC 0.23% Reduce -0.1% 7,538 $285K
Hancock Whitney Corp. 0.01% Reduce -87.3% 7,308 $285K
Renasant Bank 0.20% Reduce -0.2% 7,297 $284K
Richardson Financial Services Inc. 0.20% Add +3.5% 7,291 $284K
Citizens Financial Group Inc. 0.01% Reduce -7.5% 7,273 $283K
Principle Wealth Partners LLC 0.02% Add +0.0% 7,264 $283K
FinTrust Capital Advisors, LLC 0.05% Reduce -24.9% 7,258 $283K
Brown Brothers Harriman & Co. 0.00% Add +23.7% 7,231 $282K
Glenview Trust Co 0.01% Reduce -0.4% 7,215 $281K
Heritage Trust Co 0.04% No change 7,211 $281K
Shelton Capital Management 0.01% No change 7,198 $281K
OneAscent Wealth Management LLC 0.11% Reduce -20.6% 7,190 $280K
Dorsey & Whitney Trust CO LLC 0.02% Add +0.7% 7,124 $278K
Confluence Wealth Services, Inc. 0.02% Add +2.5% 7,118 $277K
Cidel Asset Management Inc. 0.02% No change 7,112 $277K
Intrua Financial, LLC 0.04% Reduce -26.7% 7,087 $276K
FineMark National Bank & Trust 0.01% Add +10.8% 7,065 $275K
Parsons Capital Management Inc. 0.02% No change 7,050 $275K
Obermeyer Wealth Partners 0.02% Reduce -98.7% 7,029 $274K
Brown Miller Wealth Management, LLC 0.12% Add +0.3% 7,017 $273K
Mosaic Family Wealth Partners, LLC 0.04% Add +0.1% 6,988 $272K
Catalina Capital Group, LLC 0.12% New 6,963 $271K
Annandale Capital, LLC 0.06% No change 6,918 $270K
Balentine LLC 0.01% New 6,905 $269K
City Center Advisors, LLC 0.31% — 6,800 $265K
Janiczek Wealth Management, LLC 0.06% Add +0.0% 6,778 $264K
Benjamin Edwards Inc. 0.05% Reduce -2.8% 6,646 $259K
HM Payson & Co. 0.00% Add +1.3% 6,623 $258K
Wintrust Investments LLC 0.02% Add +0.0% 6,621 $258K
Jacobi Capital Management LLC 0.02% Add +0.8% 6,604 $257K
Verition Fund Management LLC 0.00% Reduce -98.5% 6,595 $257K
Vantage Consulting Group Inc 0.16% Add +0.0% 6,594 $257K
Pinnacle Wealth Planning Services, Inc. 0.04% Reduce -0.3% 6,575 $256K
Emprise Bank 0.17% — 6,437 $251K
Alliance Wealth Advisors, LLC 0.16% New 6,430 $251K
JTC Employer Solutions Trustee Ltd 0.02% No change 6,473 $250K
GeoWealth Management, LLC 0.01% Reduce -30.1% 6,406 $250K
Axq Capital, LP 0.06% New 6,400 $249K
State of Wyoming 0.04% Add +22.0% 6,384 $249K
Sentry Investment Management LLC 0.10% No change 6,372 $248K
Prosperity Consulting Group, LLC 0.03% New 6,363 $248K
Sage Mountain Advisors LLC 0.03% Reduce -13.5% 6,361 $248K
Pinnacle Family Advisors, LLC 0.13% Add +0.4% 6,334 $247K
Old North State Wealth Management, LLC 0.16% New 6,299 $246K
Gotham Asset Management 0.00% Reduce -95.1% 6,274 $244K
Cypress Capital Group 0.03% Reduce -3.8% 6,249 $244K
O'Keefe Stevens Advisory, Inc. 0.08% New 6,222 $242K
Eads & Heald Wealth Management 0.11% Reduce -20.0% 6,207 $242K
Compound Planning, Inc. 0.02% New 6,209 $242K
Tocqueville Asset Management L.P. 0.00% Add +0.1% 6,206 $242K
Powell Investment Advisors, LLC 0.13% No change 6,202 $242K
Greylin Investment Management, Inc 0.04% Reduce -6.8% 6,200 $242K
Fifth Third Wealth Advisors LLC 0.04% Add +2.2% 6,198 $242K
AlphaCore Capital LLC 0.06% Add +3.3% 6,186 $241K
Kooman & Associates 0.10% Add +2.2% 6,180 $241K
Hilton Capital Management, LLC 0.02% No change 6,147 $240K
Private Portfolio Partners LLC 0.05% Add +1.3% 6,145 $239K
Hazlett, Burt & Watson, Inc. 0.14% Add +10.1% 6,160 $239K
Compagnie Lombard Odier SCmA 0.00% Reduce -34.0% 6,128 $239K
L.M. Kohn & Company 0.07% Add +4.9% 6,116 $238K
Valmark Advisers, Inc. 0.00% New 6,000 $234K
Institute for Wealth Management, LLC. 0.03% New 5,988 $233K
Townsend & Associates, Inc 0.03% Reduce -11.4% 6,001 $233K
Proficio Capital Partners LLC 0.03% New 5,968 $233K
Childress Capital Advisors, LLC 0.07% Reduce -3.4% 5,968 $233K
Mill Creek Capital Advisors, LLC 0.01% Reduce -1.1% 5,940 $231K
Ferguson Wellman Capital Management, Inc. 0.00% No change 5,903 $230K
Hamilton Capital, LLC 0.02% New 5,901 $230K
Jacobsen Capital Management 0.11% Add +0.1% 5,884 $229K
Bison Wealth, LLC 0.04% Reduce -0.6% 5,876 $229K
PDS Planning, Inc 0.02% New 5,780 $225K
Symphony Financial, Ltd. Co. 0.05% Reduce -50.1% 5,766 $225K
Thrive Capital Management, LLC 0.12% Reduce -48.6% 5,741 $224K
Alpha Family Trust 0.13% New 5,715 $223K
Petrus Trust Company, LTA 0.02% New 5,707 $222K
Wealth Quarterback LLC 0.12% New 5,617 $219K
Onyx Bridge Wealth Group LLC 0.04% Reduce -10.3% 5,558 $218K
Ontario Teachers Pension Plan Board 0.00% New 5,591 $218K
Personal Cfo Solutions, LLC 0.03% New 5,537 $216K
Capital Management Corp. 0.04% New 5,500 $214K
Johnson Bixby & Associates, LLC 0.04% New 5,500 $214K
DRW Securities, LLC 0.01% New 5,447 $212K
Ellis Investment Partners, LLC 0.05% New 5,420 $211K
Certuity, LLC 0.02% Reduce -9.7% 5,376 $210K
Aurora Private Wealth, Inc. 0.18% New 5,358 $209K
Mission Wealth Management, LP 0.01% New 5,347 $208K
Garner Asset Management Corp 0.08% Reduce -42.8% 5,350 $208K
Flagship Harbor Advisors, LLC 0.01% New 5,329 $208K
Abn Amro Investment Solutions 0.00% New 5,321 $207K
IFP Advisors, Inc 0.01% Reduce -18.5% 5,313 $207K
Davis Investment Partners, LLC 0.09% New 5,314 $207K
Duncker Streett & Co. Inc. 0.04% No change 5,300 $207K
Chilton Capital Management LLC 0.01% No change 5,283 $206K
Cape Investment Advisory, Inc. 0.09% Reduce -5.2% 5,195 $202K
Walker Asset Management, LLC 0.13% New 5,192 $202K
Oarsman Capital, Inc. 0.05% New 5,180 $202K
IVC Wealth Advisors LLC 0.12% New 5,175 $202K
Mutual Advisors, LLC 0.01% New 5,173 $202K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -35.6% 5,051 $197K
Eagle Bay Advisors LLC 0.12% Add +7.9% 4,958 $193K
Annis Gardner Whiting Capital Advisors, LLC 0.07% Add +0.6% 4,946 $193K
AdvisorNet Financial, Inc 0.02% Add +44.3% 4,811 $187K
Anchor Investment Management, LLC 0.02% Add +5.5% 4,729 $184K
Leonteq Securities AG 0.02% Reduce -15.9% 4,621 $180K
MCF Advisors LLC 0.01% Add +0.9% 4,396 $171K
Parkside Financial Bank & Trust 0.03% Add +1.7% 4,396 $171K
General Partner, Inc. 0.10% New 4,264 $166K
Jones Financial Companies LLLP 0.00% Add +173.2% 4,257 $166K
TD Waterhouse Canada Inc. 0.00% Reduce -55.8% 3,802 $158K
Spire Wealth Management 0.00% Reduce -41.4% 3,979 $155K
Asset Dedication, LLC 0.01% Reduce -0.3% 3,935 $153K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 3,915 $152K
Kozak & Associates, Inc. 0.04% Reduce -0.2% 3,664 $150K
Blue Trust, Inc. 0.00% Add +20.6% 3,778 $147K
Alta Advisers Ltd 0.07% No change 3,700 $144K
Abich Financial Wealth Management LLC 0.10% Add +56.3% 3,446 $134K
Colonial Trust Co / SC 0.02% Add +33.0% 3,389 $132K
NFSG Corp 0.06% Add +15.2% 3,375 $132K
Investors Research Corp 0.03% No change 3,372 $131K
TD Capital Management LLC 0.01% Add +11.0% 3,329 $130K
Optimum Investment Advisors 0.06% No change 3,085 $120K
Riverview Trust Co 0.09% New 2,993 $117K
PrairieView Partners, LLC 0.01% No change 2,900 $114K
Versant Capital Management, Inc 0.03% Add +0.7% 2,857 $111K
RFP Financial Group LLC 0.04% No change 2,828 $110K
Centennial Bank 0.06% Reduce -19.0% 2,795 $109K
Sound Income Strategies, LLC 0.01% Add +0.1% 2,791 $109K
ORG Partners LLC 0.20% Reduce -68.6% 2,679 $104K
Harbour Investments, Inc. 0.00% Add +2.4% 2,651 $103K
Acropolis Investment Management, LLC 0.01% New 2,616 $102K
Bruce G. Allen Investments, LLC 0.08% Reduce -7.3% 2,582 $101K
Ancora Advisors LLC 0.00% Reduce -26.3% 2,525 $98K
Toth Financial Advisory Corp. 0.01% Reduce -4.5% 2,501 $97K
Clearstead Advisors, LLC 0.00% Reduce -7.2% 2,431 $96K
Silvant Capital Management LLC 0.00% No change 2,458 $96K
CoreCap Advisors, LLC 0.01% New 2,454 $96K
JFS Wealth Advisors, LLC 0.01% Reduce -8.4% 2,449 $95K
Cetera Trust Company, N.A 0.06% No change 2,435 $95K
Salomon & Ludwin, LLC 0.01% New 2,390 $93K
CKW Financial Group 0.01% No change 2,400 $93K
Trust Co. of Vermont 0.01% Add +9.3% 2,378 $93K
Cassady Schiller Wealth Management, LLC 0.04% No change 2,280 $89K
Canton Hathaway, LLC 0.02% No change 2,234 $87K
Tradewinds Capital Management, LLC 0.02% Add +888.9% 2,225 $87K
Montag A & Associates Inc. 0.00% Reduce -4.8% 2,200 $86K
CoreFirst Bank & Trust 0.05% No change 2,136 $83K
Lazard Asset Management LLC 0.00% Add +5.7% 2,128 $82K
Valley National Advisers Inc. 0.01% Reduce -7.2% 2,091 $81K
Wellington Shields Capital Management, LLC 0.01% Add +33.3% 2,000 $78K
Baldwin Wealth Partners LLC 0.01% No change 2,000 $78K
Harbor Investment Advisory, LLC 0.01% Add +5.0% 1,947 $76K
Arax Advisory Partners 0.01% Add +11.2% 1,889 $74K
LifeSteps Financial, Inc. 0.05% New 1,748 $68K
Covestor Ltd 0.04% Reduce -36.9% 1,669 $65K
Salem Investment Counselors Inc. 0.00% No change 1,658 $65K
Rational Advisors, Inc. 0.01% No change 1,648 $64K
McClarren Financial Advisors, Inc. 0.05% Add +0.1% 1,630 $64K
ICA Group Wealth Management, LLC 0.01% Reduce -13.9% 1,640 $64K
Semmax Financial Advisors Inc. 0.02% Reduce -54.7% 1,609 $64K
Householder Group Estate & Retirement Specialist, LLC 0.02% Add +0.5% 1,629 $63K
City State Bank 0.03% No change 1,614 $63K
Future Financial Wealth Managment LLC 0.05% New 1,600 $62K
Deseret Mutual Benefit Administrators 0.03% No change 1,596 $62K
Adalta Capital Management LLC 0.03% No change 1,500 $58K
Caldwell Trust Co 0.01% Add +13.2% 1,490 $58K
Transcendent Capital Group LLC 0.03% Add +0.8% 1,468 $57K
Beacon Capital Management, LLC 0.01% Add +60.9% 1,398 $54K
Delta Asset Management LLC 0.00% No change 1,350 $53K
Opal Wealth Advisors, LLC 0.02% New 1,335 $52K
Pin Oak Investment Advisors Inc. 0.05% No change 1,328 $52K
CVA Family Office, LLC 0.01% Reduce -12.4% 1,309 $51K
EntryPoint Capital, LLC 0.05% New 1,295 $50K
JNBA Financial Advisors 0.01% No change 1,286 $50K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 1,220 $48K
AllSquare Wealth Management LLC 0.03% No change 1,200 $47K
Tyler-Stone Wealth Management 0.02% No change 1,200 $47K
Alaska Permanent Fund Corp 0.00% New 1,190 $46K
Caitlin John, LLC 0.03% Add +0.2% 1,162 $45K
Addison Advisors LLC 0.01% No change 1,100 $43K
Financial Management Professionals, Inc. 0.01% Reduce -9.4% 1,082 $42K
FSA Wealth Management LLC 0.02% No change 1,074 $42K
Sunbelt Securities, Inc. 0.00% No change 1,054 $41K
First Financial Corp. 0.02% Reduce -4.0% 1,042 $41K
Ofi Invest Asset Management 0.00% Reduce -13.4% 1,120 $40K
Washington Trust Advisors, Inc. 0.00% No change 1,000 $39K
Albion Financial Group 0.00% No change 1,000 $39K
M&R Capital Management Inc. 0.01% No change 960 $37K
Trust Co 0.00% No change 952 $37K
Planning Capital Management Corp 0.03% Add +4.5% 931 $36K
Emfo, LLC 0.03% No change 925 $36K
Fairman Group, LLC 0.03% No change 900 $35K
America First Investment Advisors, LLC 0.01% No change 883 $34K
Silver Oak Securities, Incorporated 0.01% New 862 $34K
Aspire Private Capital, LLC 0.01% Reduce -0.3% 860 $34K
Carmichael Hill & Associates, Inc. 0.01% No change 850 $33K
McIlrath & Eck, LLC 0.01% No change 833 $32K
Creative Financial Designs Inc. 0.00% Reduce -59.3% 826 $32K
FSC Wealth Advisors, LLC 0.02% Reduce -0.3% 790 $31K
Main Street Group, LTD 0.01% No change 790 $31K
Trivant Custom Portfolio Group, LLC 0.02% No change 775 $30K
MV Capital Management, Inc. 0.00% Reduce -1.7% 768 $30K
Pingora Partners LLC 0.02% New 765 $30K
Pinnacle Bancorp, Inc. 0.01% No change 762 $30K
Retirement Group, LLC 0.01% No change 760 $30K
American National Bank & Trust 0.00% Reduce -5.1% 751 $29K
St Germain D J Co. Inc. 0.00% Reduce -41.6% 751 $29K
Rosenberg Matthew Hamilton 0.01% No change 752 $29K
Western Pacific Wealth Management, LP 0.02% No change 711 $28K
WR Wealth Planners, LLC 0.01% New 704 $27K
Rise Advisors, LLC 0.01% New 702 $27K
Sittner & Nelson, LLC 0.01% No change 699 $27K
Gables Capital Management Inc. 0.01% No change 690 $27K
Essex Investment Management Co. LLC 0.01% No change 680 $27K
DT Investment Partners, LLC 0.00% No change 670 $26K
Smithfield Trust Co 0.00% No change 640 $25K
GPS Wealth Strategies Group, LLC 0.00% Add +0.6% 635 $25K
S.A. Mason LLC 0.01% Add +13.1% 615 $24K
Richard W. Paul & Associates, LLC 0.01% Reduce -0.5% 608 $24K
Gould Capital, LLC 0.02% No change 600 $23K
Wetzel Investment Advisors, Inc. 0.01% No change 616 $23K
Princeton Global Asset Management LLC 0.01% Add +1.2% 579 $23K
Creekmur Asset Management LLC 0.01% Add +1.1% 549 $21K
Mark Sheptoff Financial Planning, LLC 0.01% No change 525 $20K
Towne Trust Company, N.A 0.01% Add +92.9% 519 $20K
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 0.07% — 510 $20K
WASHINGTON TRUST Co 0.00% Add +155.0% 510 $20K
Cypress Capital Management LLC (WY) 0.02% No change 500 $19K
Concord Wealth Partners 0.00% Reduce -21.5% 500 $19K
GW&K Investment Management, LLC 0.00% Reduce -3.6% 476 $19K
Northwest Investment Counselors, LLC 0.00% New 465 $18K
Guardian Wealth Management, Inc. 0.01% Add +0.5% 441 $17K
Colonial Trust Advisors 0.00% Add +201.4% 422 $16K
DiNuzzo Private Wealth, Inc. 0.00% No change 409 $16K
Prestige Wealth Management Group LLC 0.00% Reduce -12.2% 405 $16K
Birchbrook, Inc. 0.01% No change 400 $16K
Rakuten Securities, Inc. 0.01% Add +2.1% 391 $15K
Fortitude Family Office, LLC 0.01% Reduce -9.5% 390 $15K
Old Second National Bank of Aurora 0.00% No change 368 $14K
Brown, Lisle/Cummings, Inc. 0.00% No change 365 $14K
Capital Advisors, Ltd. LLC 0.00% Add +16.9% 367 $14K
First Command Advisory Services, Inc. 0.00% Add +383.6% 353 $13K
Crewe Advisors LLC 0.00% New 331 $13K
Aspect Partners, LLC 0.01% No change 329 $13K
Beaird Harris Wealth Management, LLC 0.00% Reduce -32.1% 317 $12K
Arlington Trust Co LLC 0.00% No change 306 $12K
Abound Wealth Management 0.00% Add +11.7% 277 $11K
Private Wealth Management Group, LLC 0.00% No change 274 $11K
HHM Wealth Advisors, LLC 0.00% No change 271 $11K
Annapolis Financial Services, LLC 0.00% No change 252 $10K
Valued Wealth Advisors LLC 0.01% Add +264.2% 244 $10K
Indiana Trust & Investment Management Co 0.00% No change 244 $10K
Bell Investment Advisors, Inc 0.00% No change 242 $9K
Coston, McIsaac & Partners 0.00% No change 250 $9K
Oliver Lagore Vanvalin Investment Group 0.00% Add +0.9% 226 $9K
Tucker Asset Management LLC 0.00% New 215 $8K
Financial Synergies Wealth Advisors, Inc. 0.00% No change 215 $8K
Tortoise Investment Management, LLC 0.00% No change 214 $8K
First United Bank & Trust 0.00% No change 212 $8K
Gen-Wealth Partners Inc 0.00% — 201 $8K
Missouri Trust & Investment Co 0.00% No change 200 $8K
Financial Perspectives, Inc 0.00% No change 200 $8K
LRI Investments, LLC 0.00% — 200 $8K
Manchester Capital Management LLC 0.00% Add +19.1% 200 $8K
Stuart Chaussee & Associates, Inc. 0.00% No change 191 $7K
Horizon Financial Services, LLC 0.00% New 189 $7K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 186 $7K
Bangor Savings Bank 0.00% No change 185 $7K
Westside Investment Management, Inc. 0.00% No change 183 $7K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% Reduce -56.4% 173 $7K
Cranbrook Wealth Management, LLC 0.00% No change 177 $7K
Carolinas Wealth Consulting LLC 0.00% Add +28.9% 174 $7K
Global Financial Private Client, LLC 0.00% New 174 $7K
PSI Advisors, LLC 0.00% No change 160 $6K
Plante Moran Financial Advisors, LLC 0.00% No change 157 $6K
First PREMIER Bank 0.00% New 158 $6K
Nemes Rush Group LLC 0.00% Reduce -2.0% 148 $6K
Motco 0.00% No change 133 $5K
SJS Investment Consulting Inc. 0.00% Reduce -3.7% 130 $5K
Avion Wealth 0.00% Add +54.3% 125 $5K
Sandy Spring Bank 0.00% Add +39.1% 128 $5K
Westend Capital Management, LLC 0.00% — 124 $5K
Glass Jacobson Investment Advisors llc 0.00% No change 122 $5K
Laffer Tengler Investments, Inc. 0.00% New 122 $5K
LGT Financial Advisors LLC 0.01% No change 120 $5K
Custom Portfolio Group LLC 0.00% No change 120 $5K
Game Plan Financial Advisors, LLC 0.00% No change 112 $4K
TFC Financial Management, Inc. 0.00% Add +5.7% 112 $4K
Truvestments Capital LLC 0.00% No change 111 $4K
Red Tortoise LLC 0.00% No change 106 $4K
PFS Partners, LLC 0.00% Add +1.0% 105 $4K
Frank, Rimerman Advisors LLC 0.00% No change 96 $4K
Tower View Wealth Management LLC 0.00% No change 92 $4K
Sachetta, LLC 0.00% No change 95 $3K
Frazier Financial Advisors, LLC 0.00% No change 81 $3K
Voisard Asset Management Group, Inc. 0.00% No change 78 $3K
Key Financial Inc 0.00% No change 77 $3K
Stone House Investment Management, LLC 0.00% No change 77 $3K
Penserra Capital Management LLC 0.00% Reduce -98.2% 99 $3K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 57 $2K
Laurel Wealth Advisors LLC 0.00% Add +82.8% 53 $2K
Atlas Capital Advisors Inc. 0.00% No change 53 $2K
Evermay Wealth Management LLC 0.00% Reduce -19.0% 47 $2K
Core Alternative Capital 0.00% Reduce -90.3% 46 $2K
Archer Investment Corp 0.00% No change 40 $2K
True Wealth Design, LLC 0.00% Add +81.8% 40 $2K
Dunhill Financial, LLC 0.00% Reduce -53.2% 37 $1K
Raffa Wealth Management, LLC 0.00% No change 32 $1K
Piscataqua Savings Bank 0.00% No change 31 $1K
Wolff Wiese Magana LLC 0.00% No change 30 $1K
Trifecta Capital Advisors, LLC 0.00% No change 28 $1K
Johnson Financial Group, Inc. 0.00% No change 25 $975
Northwest Capital Management Inc 0.00% No change 25 $974
Cornerstone Planning Group LLC 0.00% New 25 $967
TFO Wealth Partners, LLC 0.00% No change 23 $896
Nvwm, LLC 0.00% New 19 $740
ClariVest Asset Management LLC 0.00% No change 13 $501
Quent Capital, LLC 0.00% No change 12 $468
Cherry Tree Wealth Management, LLC 0.00% No change 12 $449
Iron Horse Wealth Management, LLC 0.00% No change 11 $429
Founders Capital Management 0.00% No change 9 $343
Financial Gravity Asset Management, Inc. 0.00% No change 2 $66

"% of holder's portfolio" is WMB's weight in each manager's 13F, not the share of Williams Cos Inc. the manager owns.