Williams CosWMB

13F holders, Q2 2024 (June 30)
1,309holders +63
125new positions
68sold out
7famous investors
$42.50avg. 13F price*

At the end of Q2 2024, 1,309 institutions reported holding Williams Cos Inc. (WMB) in their 13F filings, up 63 from Q1 2024. 125 opened new positions and 68 sold out. The largest holders were Vanguard Group Inc. ($5.5B), BlackRock Inc. ($4.5B) and State Street Corp. ($3.4B). 7 famous investors held it, including Ken Griffin (0.1% 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 → Q2 2024

InstitutionsTotal Value
New Positions125$242.4M
Exits68$164.2M

All 13F filers, Q1 2024 → Q2 2024: 48,535,657 shares bought and 49,011,885 shares sold, net −476,228 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,309 holders

Vanguard Group Inc. 0.11% Add +0.5% 128,695,775 $5.5B
BlackRock Inc. 0.10% Reduce -2.7% 106,024,090 $4.5B
State Street Corp. 0.15% Add +5.2% 79,471,641 $3.4B
Bank of America Corp. 0.24% Add +1.2% 58,115,538 $2.5B
Dodge & Cox 0.96% Reduce -0.6% 37,547,551 $1.6B
Geode Capital Management, LLC 0.11% Add +2.5% 30,202,039 $1.3B
Wellington Management Group LLP 0.23% Add +37.0% 30,037,061 $1.3B
JPMorgan Chase & Co. 0.10% Reduce -5.3% 27,681,037 $1.2B
T. Rowe Price Associates Inc. 0.12% Reduce -12.5% 23,990,729 $1.0B
Morgan Stanley 0.07% Add +3.9% 19,737,031 $838.8M
Clearbridge Investments, LLC 0.67% Reduce -7.9% 19,329,666 $821.5M
Royal Bank of Canada 0.17% Reduce -11.0% 16,203,401 $688.6M
Deutsche Bank AG 0.31% Add +33.6% 16,102,468 $684.4M
Northern Trust Corp. 0.10% Add +2.6% 14,009,753 $595.4M
Invesco Ltd. 0.13% Reduce -5.9% 13,866,176 $589.3M
Tortoise Capital Advisors, L.L.C. 7.12% Add +1.2% 12,670,175 $538.5M
Blackstone Inc. 2.15% Add +75.6% 11,356,565 $482.7M
UBS Group AG 0.14% Add +3.5% 11,026,725 $468.6M
Bank of New York Mellon Corp 0.08% Add +0.0% 10,275,692 $436.7M
Neuberger Berman Group LLC 0.35% Add +4.7% 9,951,362 $422.9M
Dimensional Fund Advisors LP 0.11% Add +3.3% 9,648,918 $410.1M
Legal & General Group Plc 0.12% Reduce -10.0% 9,641,240 $409.8M
Ameriprise Financial Inc. 0.11% Reduce -3.8% 9,287,769 $394.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% Add +22.0% 9,286,398 $394.7M
Goldman Sachs Group Inc. 0.08% Reduce -8.4% 9,124,214 $387.8M
Norges Bank 0.06% Add +5.5% 8,947,158 $380.3M
Franklin Resources Inc. 0.12% Reduce -32.5% 8,810,044 $374.4M
Kayne Anderson Capital Advisors LP 9.79% Reduce -0.3% 8,519,177 $362.1M
Raymond James & Associates 0.23% Reduce -2.7% 8,190,269 $348.1M
Bahl & Gaynor LLC 1.82% Add +8.8% 7,664,152 $325.7M
Wells Fargo & Company 0.08% Add +3.2% 7,253,126 $308.3M
Charles Schwab Investment Management Inc. 0.06% Add +2.3% 7,172,194 $304.8M
Mackenzie Financial Corp. 0.44% Reduce -3.3% 6,921,492 $294.2M
Amundi 0.10% Reduce -1.0% 6,335,295 $271.2M
American Century Companies Inc. 0.16% Add +20.1% 6,117,298 $260.0M
Jennison Associates LLC 0.16% Add +4.9% 6,032,631 $256.4M
Brookfield Corp 1.59% Add +1.4% 5,977,774 $254.1M
Envestnet Asset Management Inc. 0.08% Reduce -5.9% 5,252,548 $223.2M
Stifel Financial Corp. 0.24% Reduce -1.7% 4,940,716 $210.0M
Nuveen Asset Management, LLC 0.06% Reduce -4.8% 4,437,428 $196.9M
Westwood Holdings Group Inc. 1.37% Reduce -0.1% 3,897,965 $165.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.39% — 3,872,470 $164.6M
Federated Hermes, Inc. 0.39% Reduce -23.3% 3,829,776 $162.8M
Swiss National Bank 0.11% Reduce -1.0% 3,607,500 $153.3M
Eagle Asset Management Inc. 0.80% Add +27.6% 3,498,487 $148.3M
Janus Henderson Group PLC 0.08% Reduce -0.3% 3,477,726 $147.8M
Cohen & Steers, Inc. 0.31% Add +77.2% 3,469,070 $147.4M
1832 Asset Management L.P. 0.26% Reduce -11.6% 3,345,777 $142.2M
Johnson Investment Counsel Inc. 1.49% Reduce -0.2% 3,330,203 $141.5M
CI Investments Inc. 0.54% Reduce -8.6% 3,240,639 $137.7M
Barclays PLC 0.06% Reduce -24.0% 3,161,266 $134.4M
Bank of Montreal 0.04% Reduce -5.4% 3,003,793 $128.8M
Evercore Wealth Management, LLC 1.90% Reduce -0.6% 2,840,320 $120.7M
Sumitomo Mitsui Trust Group, Inc. 0.09% Reduce -7.4% 2,834,879 $120.5M
Silvercrest Asset Management Group LLC 0.81% Reduce -3.0% 2,790,944 $118.6M
LPL Financial LLC 0.06% Reduce -8.0% 2,788,575 $118.5M
HSBC Holdings PLC 0.07% Reduce -27.7% 2,734,037 $116.2M
Mariner, LLC 0.21% Add +287.1% 2,551,042 $108.4M
Equity Investment Corp. 2.73% Reduce -21.5% 2,516,050 $106.9M
Citadel Advisors 0.11% Reduce -36.2% 2,510,338 $106.7M
Rhumbline Advisers 0.10% Reduce -0.5% 2,507,992 $106.6M
California Public Employees Retirement System 0.08% Add +12.1% 2,494,068 $106.0M
FMR LLC 0.01% Add +10.9% 2,407,190 $102.3M
Capital Advisors Inc. 2.11% Add +0.2% 2,404,694 $102.2M
Bank of Nova Scotia 0.20% Add +8.6% 2,347,893 $99.8M
Energy Income Partners, LLC 2.20% Reduce -29.9% 2,329,743 $99.0M
California State Teachers Retirement System 0.12% Add +1.0% 2,321,487 $98.7M
Cooke & Bieler LP 0.93% Reduce -30.1% 2,272,038 $96.6M
Castle Hook Partners LP 3.34% Add +54.6% 2,270,363 $96.5M
Duff & Phelps Investment Management Co. 1.15% Reduce -9.3% 2,127,609 $90.4M
Thompson Siegel & Walmsley LLC 1.41% Reduce -9.4% 2,058,509 $87.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.58% Reduce 0.0% 2,052,287 $87.2M
National Pension Service 0.10% Reduce -1.6% 2,031,438 $86.3M
HighTower Advisors, LLC 0.13% Reduce -0.8% 1,946,322 $82.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.09% Add +12.9% 1,767,888 $75.1M
Agf Management Ltd. 0.41% Reduce -3.4% 1,748,366 $74.3M
Truist Financial Corp. 0.11% Reduce -3.6% 1,664,834 $70.8M
Chickasaw Capital Management LLC 3.12% Add +0.6% 1,654,518 $70.3M
First Financial Bankshares Inc 1.55% Reduce -1.3% 1,592,415 $67.7M
Ingalls & Snyder LLC 2.89% Reduce -1.3% 1,571,818 $66.8M
Epoch Investment Partners, Inc. 0.30% Reduce -4.2% 1,565,278 $66.5M
Principal Financial Group Inc. 0.04% Reduce -1.9% 1,540,184 $65.5M
BNP Paribas Financial Markets 0.07% Add +13.1% 1,524,105 $64.8M
Citigroup Inc. 0.06% Reduce -4.7% 1,522,333 $64.7M
Aberdeen Group plc 0.12% Add +4.3% 1,488,489 $63.3M
CANADA LIFE ASSURANCE Co 0.12% Reduce -3.5% 1,465,908 $62.4M
Alliancebernstein L.P. 0.02% Reduce -3.0% 1,451,177 $61.7M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 4.74% Add +6.0% 1,403,053 $59.6M
Aviva PLC 0.17% Add +16.1% 1,400,944 $59.5M
State Board of Administration of Florida Retirement System 0.11% Reduce -6.1% 1,356,129 $57.6M
Victory Capital Management Inc. 0.06% Reduce -0.6% 1,348,944 $57.3M
Reaves W H & Co. Inc. 1.87% Reduce -2.7% 1,300,447 $55.3M
Manufacturers Life Insurance Company, The 0.05% Reduce -3.7% 1,273,629 $54.1M
Southpoint Capital Advisors LP 1.32% New 1,250,000 $53.1M
ExodusPoint Capital Management, LP 0.56% New 1,210,567 $51.4M
Financial Counselors Inc. 0.82% Reduce -2.5% 1,195,493 $50.8M
Russell Investments Group, Ltd. 0.08% Reduce -15.8% 1,182,891 $50.3M
Korea Investment CORP 0.13% Add +130.7% 1,181,071 $50.2M
Maryland State Retirement & Pension System 0.88% Reduce -0.5% 1,128,701 $48.0M
Allianz Asset Management GmbH 0.08% Reduce -1.7% 1,128,522 $48.0M
Van Lanschot Kempen Investment Management N.V. 0.52% Add +32.4% 1,084,414 $46.1M
Polaris Capital Management, LLC 2.41% Reduce -3.1% 1,059,000 $45.0M
Vaughan David Investments LLC 1.12% Add +0.4% 1,042,014 $44.3M
Sei Investments Co. 0.06% Add +10.1% 1,031,453 $43.8M
Renaissance Technologies 0.07% Add +5.8% 1,016,985 $43.2M
New York State Teachers Retirement System 0.09% Reduce -5.3% 1,007,550 $42.8M
Exchange Traded Concepts, LLC 1.09% Add +4.2% 1,002,903 $42.6M
Janney Montgomery Scott LLC 0.13% Reduce -5.3% 1,001,415 $42.6M
Danske Bank A/S 0.15% Reduce -0.7% 965,461 $41.0M
Cambiar Investors LLC 1.59% Reduce -3.1% 956,611 $40.7M
Rockefeller Capital Management L.P. 0.11% Reduce -1.7% 944,419 $40.1M
Prudential Financial Inc. 0.06% Reduce -3.7% 941,527 $40.0M
TCTC Holdings, LLC 1.32% Reduce -0.5% 906,441 $38.5M
Alps Advisors Inc. 0.26% Reduce -8.3% 905,379 $38.5M
Macquarie Group Ltd. 0.04% Reduce -1.6% 891,923 $37.9M
Eventide Asset Management, LLC 0.64% Add +24.9% 883,350 $37.5M
Miller Howard Investments Inc. 1.22% Add +12.7% 863,345 $36.7M
Recurrent Investment Advisors LLC 3.84% Add +1.3% 859,225 $36.5M
CapWealth Advisors, LLC 4.59% Reduce -2.5% 854,625 $36.3M
Eagle Global Advisors LLC 1.89% Add +1.1% 840,047 $35.7M
Raymond James Financial Services Advisors, Inc. 0.05% Reduce -0.4% 839,508 $35.7M
CIBC Private Wealth Group LLC 0.07% Reduce -9.5% 839,520 $35.6M
First Trust Advisors LP 0.04% Reduce -63.4% 827,507 $35.2M
Pacer Advisors, Inc. 0.08% Add +19.1% 822,992 $35.0M
Crawford Investment Counsel Inc. 0.65% Reduce -2.9% 800,558 $34.0M
New York State Common Retirement Fund 0.04% Add +3.0% 793,811 $33.7M
Brandywine Global Investment Management, LLC 0.25% Add +3.9% 767,856 $32.6M
Natixis Advisors, LLC 0.07% Reduce -13.7% 767,211 $32.6M
Mitsubishi UFJ Trust & Banking Corp 0.08% Reduce -3.9% 748,076 $31.8M
Pictet Asset Management Holding SA 0.04% Reduce -6.0% 745,605 $31.7M
Advisors Capital Management, LLC 0.55% Reduce -0.2% 739,889 $31.4M
Morningstar Investment Services LLC 0.34% Reduce -0.8% 737,617 $31.2M
Catalyst Capital Advisors LLC 0.72% No change 732,072 $31.1M
State of Wisconsin Investment Board 0.08% Add +1.1% 726,716 $30.9M
Guardian Capital LP 1.09% Reduce -0.5% 677,114 $28.8M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -1.2% 665,897 $28.3M
TD Asset Management Inc 0.03% Add +7.2% 658,515 $28.0M
Swiss Life Asset Management Ltd 0.32% Add +13.8% 641,957 $27.3M
Voya Investment Management LLC 0.03% Add +4.1% 634,741 $27.0M
APG Asset Management N.V. 0.05% Add +104.5% 676,385 $26.8M
River Road Asset Management, LLC 0.38% Reduce -44.7% 628,683 $26.7M
Gratus Capital, LLC 1.07% Add +2.7% 622,226 $26.4M
Corient Private Wealth LP 0.04% Add +10.2% 601,063 $25.5M
Cetera Investment Advisers 0.06% Reduce -7.3% 591,700 $25.1M
Jane Street Group, LLC 0.03% Reduce -24.4% 579,489 $24.6M
Partners Group Holding AG 1.74% Add +14.4% 542,507 $23.1M
Asset Management One Co., Ltd. 0.09% Add +1.6% 540,341 $23.0M
SG Americas Securities, LLC 0.15% Add +215.8% 535,952 $22.8M
Ensign Peak Advisors, Inc 0.04% Reduce -11.6% 532,350 $22.6M
Treasurer of the State of North Carolina 0.10% Reduce -2.7% 529,732 $22.5M
Walleye Trading LLC 0.43% New 518,996 $22.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Add +132.7% 513,757 $21.8M
SailingStone Capital Partners LLC 7.51% New 499,202 $21.2M
Walnut Private Equity Partners, LLC 13.28% Reduce -0.4% 492,125 $20.9M
Comerica Bank 0.09% Reduce -5.7% 487,753 $20.7M
Twin Tree Management, LP 0.60% Reduce -26.3% 479,788 $20.4M
Beck Mack & Oliver LLC 0.42% Reduce -5.9% 475,410 $20.2M
Heritage Wealth Advisors 0.89% Add +5.7% 464,719 $19.8M
Public Employees Retirement System of Ohio 0.08% Reduce -0.5% 464,135 $19.7M
Thrivent Financial for Lutherans 0.04% Reduce -22.2% 460,409 $19.6M
State of New Jersey Common Pension Fund D 0.08% Reduce -33.4% 451,618 $19.2M
Adams Natural Resources Fund, Inc. 2.80% Reduce -8.3% 450,950 $19.2M
Adell Harriman & Carpenter Inc. 1.47% Add +3.3% 448,911 $19.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Reduce -62.4% 447,240 $19.0M
Resona Asset Management Co.,Ltd. 0.11% Reduce -3.3% 436,686 $18.5M
Robertson Opportunity Capital, LLC 8.20% No change 434,882 $18.5M
Wilkins Investment Counsel Inc. 2.72% Add +0.7% 429,507 $18.3M
Commonwealth Equity Services, LLC 0.03% Add +2.7% 420,200 $17.9M
Varma Mutual Pension Insurance Co 0.14% Reduce -0.1% 419,800 $17.8M
National Bank of Canada 0.03% Add +20.1% 411,757 $17.5M
Baird Financial Group, Inc. 0.04% Reduce -1.2% 402,082 $17.1M
US Bancorp \de 0.02% Reduce -1.4% 395,905 $16.8M
Kestra Advisory Services, LLC 0.09% Add +79.5% 390,770 $16.4M
Nisa Investment Advisors, LLC 0.10% Add +0.3% 386,021 $16.4M
Van Eck Associates Corp. 0.02% Add +11.3% 382,804 $16.3M
Toronto Dominion Bank 0.03% Reduce -46.6% 380,836 $16.2M
Nomura Asset Management Co. Ltd. 0.05% Add +0.1% 378,652 $16.1M
IFM Investors Pty Ltd 0.16% Add +0.3% 376,838 $16.0M
Cary Street Partners Investment Advisory LLC 0.64% Reduce -0.2% 376,718 $16.0M
Oppenheimer Asset Management Inc. 0.20% Add +13.7% 376,123 $16.0M
Fractal Investments LLC 2.74% No change 370,000 $15.7M
ProShare Advisors LLC 0.04% Add +4.3% 360,653 $15.3M
Robeco Institutional Asset Management B.V. 0.03% Reduce -59.6% 358,744 $15.2M
Spirit of America Management Corp. 3.06% Reduce -13.2% 355,032 $15.1M
Arizona State Retirement System 0.10% Add +1.2% 353,228 $15.0M
Teachers Retirement System of the State of Kentucky 0.13% Reduce -0.8% 350,203 $14.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.15% Reduce -8.1% 345,967 $14.7M
RR Advisors, LLC 3.93% Reduce -9.2% 345,000 $14.7M
Daiichi Life Insurance Co., Ltd. 0.35% Add +582.1% 339,822 $14.4M
Chicago Partners Investment Group LLC 0.56% Reduce -3.8% 335,812 $14.4M
Susquehanna International Group, LLP 0.03% Reduce -31.3% 338,533 $14.4M
State of Michigan Retirement System 0.07% Add +0.1% 333,821 $14.2M
Richard C. Young & CO., LTD. 1.70% Add +3.7% 329,898 $14.0M
Storebrand Asset Management As 0.05% Add +3.7% 329,046 $14.0M
MetLife Investment Management, LLC 0.08% Add +14.1% 325,045 $13.8M
Ibex Wealth Advisors 2.13% Reduce -0.9% 321,569 $13.7M
Corebridge Financial, Inc. 0.07% — 315,364 $13.4M
Ausbil Investment Management Ltd 6.12% Add +11.6% 312,210 $13.3M
PNC Financial Services Group, Inc. 0.01% Reduce -4.5% 310,820 $13.2M
Townsquare Capital LLC 0.18% Add +7.4% 304,519 $12.9M
Rafferty Asset Management, LLC 0.05% Add +11.3% 303,714 $12.9M
Greenline Partners, LLC 1.91% Reduce -11.0% 296,793 $12.6M
Hantz Financial Services, Inc. 0.24% Reduce -5.7% 294,523 $12.5M
Sanctuary Advisors, LLC 0.09% — 318,096 $12.5M
State of Tennessee, Department of Treasury 0.05% Add +23.0% 289,496 $12.3M
R.m.sincerbeaux Capital Management LLC 8.05% Reduce -4.9% 288,150 $12.2M
Oxbow Advisors, LLC 1.44% Reduce -21.8% 278,992 $11.9M
Heronetta Management, L.P. 7.54% No change 277,377 $11.8M
CIBC Asset Management Inc 0.04% Reduce -9.3% 276,948 $11.8M
AXA S.A. 0.03% Reduce -11.2% 274,139 $11.7M
Osaic Holdings, Inc. 0.03% Reduce -4.1% 273,872 $11.6M
Retirement Systems of Alabama 0.04% Add +0.1% 268,844 $11.4M
NBW Capital LLC 2.23% Reduce -1.6% 266,104 $11.3M
Mutual of America Capital Management LLC 0.12% Add +0.6% 263,620 $11.2M
NorthCoast Asset Management LLC 0.10% Reduce -0.1% 262,872 $11.2M
DekaBank Deutsche Girozentrale 0.02% Add +20.4% 264,710 $11.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.13% Add +44.4% 262,495 $11.2M
Calamos Advisors LLC 0.08% Reduce -3.5% 261,389 $11.1M
Sit Investment Associates Inc. 0.25% Reduce -2.3% 251,585 $10.7M
Private Capital Advisors, Inc. 1.18% Reduce -0.5% 249,458 $10.6M
Amalgamated Bank 0.09% Reduce -2.1% 246,036 $10.5M
Paradiem, LLC 2.62% Add +6.9% 245,989 $10.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Add +60.7% 233,388 $9.9M
Czech National Bank 0.11% Add +8.5% 232,245 $9.9M
Crestwood Advisors Group, LLC 0.20% Add +2.0% 231,108 $9.8M
USS Investment Management Ltd 0.08% No change 230,694 $9.8M
CFM Wealth Partners LLC 1.76% Add +0.5% 224,842 $9.6M
Moors & Cabot, Inc. 0.51% Reduce -1.0% 224,201 $9.5M
Great Lakes Retirement, Inc. 1.29% Add +6.3% 221,832 $9.4M
Uniplan Investment Counsel, Inc. 0.87% Reduce -1.7% 221,542 $9.4M
Flputnam Investment Management Co. 0.18% Add +21.5% 221,283 $9.4M
DNB Asset Management AS 0.04% Add +0.8% 217,662 $9.3M
TCV Trust & Wealth Management, Inc. 0.88% Add +0.1% 217,643 $9.2M
Point72 Europe (London) LLP 0.77% Add +36.6% 212,982 $9.1M
ELCO Management Co., LLC 5.25% Reduce -7.7% 212,072 $9.0M
Public Sector Pension Investment Board 0.06% Add +5.2% 212,070 $9.0M
Gabelli Funds LLC 0.07% Add +7.4% 211,300 $9.0M
NewEdge Advisors, LLC 0.06% Add +20.2% 207,629 $8.8M
First Eagle Investment Management, LLC 0.02% Reduce -9.3% 206,216 $8.8M
Weybosset Research & Management LLC 3.25% New 204,317 $8.7M
D. E. Shaw & Co. 0.01% Reduce -11.8% 203,280 $8.6M
LBP Am SA 0.35% Reduce -22.7% 202,803 $8.6M
Zions Bancorporation, N.A. 0.69% Reduce -22.9% 201,461 $8.6M
Utah Retirement Systems 0.10% Reduce -5.0% 200,498 $8.5M
Jackson Hole Capital Partners, LLC 1.86% Add +0.0% 198,998 $8.5M
Wealth Enhancement Advisory Services, LLC 0.02% Add +2.2% 197,941 $8.4M
Schroder Investment Management Group 0.01% Reduce -10.1% 196,122 $8.3M
Nissay Asset Management Corp. /Japan 0.05% Add +2.0% 194,645 $8.3M
Estabrook Capital Management 1.26% Reduce -0.7% 191,563 $8.1M
Achmea Investment Management B.V. 0.14% No change 190,199 $8.1M
Stokes Capital Advisors, LLC 2.23% Add +0.2% 188,909 $8.0M
Bleakley Financial Group, LLC 0.23% Reduce -1.0% 188,825 $8.0M
Simplicity Wealth,LLC 0.18% Reduce -0.9% 188,817 $8.0M
Westfield Capital Management Co. LP 0.04% Add +708.1% 188,533 $8.0M
Linscomb Wealth, Inc. 0.41% Add +0.6% 187,961 $8.0M
Merrion Investment Management Co, LLC 5.45% Add +1.2% 186,645 $7.9M
New York Life Investment Management LLC 0.08% Add +1.1% 185,767 $7.9M
Xponance LLC 0.08% Reduce -3.6% 185,729 $7.9M
Brasada Capital Management, LP 1.38% Add +67.0% 182,654 $7.8M
Yousif Capital Management, LLC 0.09% Reduce -1.9% 181,768 $7.7M
Creative Planning 0.01% Add +13.5% 181,063 $7.7M
Wealthfront Advisers LLC 0.03% Add +18.9% 180,272 $7.7M
Asset Management Advisors, LLC 5.79% Add +0.9% 178,491 $7.6M
Atria Investments, Inc 0.10% Reduce -8.3% 175,754 $7.5M
Guggenheim Capital LLC 0.05% Reduce -12.4% 174,351 $7.4M
Glenmede Trust Co. NA 0.04% Add +0.7% 174,282 $7.4M
O'Brien Greene & Co. Inc 2.32% Add +11.5% 172,240 $7.3M
DAVENPORT & Co LLC 0.05% Reduce -8.5% 171,757 $7.3M
Cambridge Financial Group, Inc. 3.28% Reduce -2.8% 171,717 $7.3M
Advisors Asset Management, Inc. 0.14% Reduce -19.1% 170,762 $7.3M
Public Employees Retirement Association of Colorado 0.03% Reduce -1.0% 170,045 $7.2M
MML Investors Services, LLC 0.03% Reduce -27.9% 166,993 $7.1M
Capital Investment Advisors, LLC 0.16% Add +9.4% 165,067 $7.0M
Healthcare of Ontario Pension Plan Trust Fund 0.02% New 164,800 $7.0M
B. Riley Wealth Advisors, Inc. 0.18% Reduce -22.2% 164,360 $7.0M
Bogart Wealth, LLC 0.36% Reduce -35.1% 164,232 $7.0M
Erste Asset Management GmbH 0.09% Reduce -43.0% 161,763 $6.8M
Cresset Asset Management, LLC 0.03% Add +0.3% 159,980 $6.8M
Skylands Capital, LLC 0.96% Reduce -22.1% 159,900 $6.8M
Beacon Pointe Advisors, LLC 0.08% Add +5.7% 159,863 $6.8M
Blue Zone Wealth Advisors, LLC 2.32% Reduce -5.0% 158,190 $6.7M
Captrust Financial Advisors 0.02% Reduce -8.2% 158,145 $6.7M
Cyndeo Wealth Partners, LLC 0.53% Add +1.4% 157,745 $6.7M
Cibc World Markets Corp. 0.04% Add +28.8% 157,065 $6.7M
Hourglass Capital, LLC 1.98% Reduce -2.2% 156,940 $6.7M
Cambridge Investment Research Advisors, Inc. 0.02% Add +0.4% 156,885 $6.7M
O'shaughnessy Asset Management, LLC 0.07% Add +42.5% 154,297 $6.6M
Pathstone Holdings, LLC 0.03% Reduce -3.8% 153,602 $6.5M
Graybill Wealth Management, LTD. 2.63% Reduce -1.0% 152,327 $6.5M
Procyon Advisors, LLC 0.48% Add +5.3% 151,455 $6.4M
Raymond James Trust N.A. 0.15% Reduce -3.0% 150,583 $6.4M
Canal Insurance CO 1.69% Reduce -25.0% 150,000 $6.4M
Annex Advisory Services, LLC 0.22% Add +52.0% 148,861 $6.3M
Loomis Sayles & Co. L P 0.01% Reduce -2.4% 148,254 $6.3M
Daiwa Securities Group Inc. 0.03% Add +12.2% 146,882 $6.2M
Federation des caisses Desjardins du Quebec 0.03% Add +332.3% 145,601 $6.2M
Gilman Hill Asset Management, LLC 1.12% Reduce -0.3% 145,293 $6.2M
Horan Capital Advisors, LLC. 2.16% Reduce -0.6% 144,464 $6.1M
Horizon Kinetics Asset Management LLC 0.11% Add +0.0% 144,061 $6.1M
Panagora Asset Management Inc. 0.03% Reduce -15.0% 143,536 $6.1M
Royal London Asset Management Ltd. 0.02% Add +557.1% 143,102 $6.1M
Cerity Partners LLC 0.02% Reduce -14.4% 141,316 $6.0M
Prudential PLC 0.04% Reduce -35.0% 141,074 $6.0M
FWL Investment Management, LLC 3.01% Add +75.6% 140,422 $6.0M
Oppenheimer & Co. Inc. 0.09% Add +11.5% 140,081 $6.0M
Barnett & Company, Inc. 4.21% Reduce -1.1% 138,065 $5.9M
KBC Group NV 0.02% Add +8.1% 136,699 $5.8M
Stephens Inc. 0.09% Reduce -4.3% 135,749 $5.8M
Consolidated Investment Group LLC 0.88% Reduce -23.1% 133,500 $5.7M
State of Alaska, Department of Revenue 0.06% Reduce -6.8% 132,534 $5.6M
Woodley Farra Manion Portfolio Management Inc. 0.30% Add +0.5% 132,133 $5.6M
GTS Securities LLC 0.12% Add +25.0% 131,174 $5.6M
Trivium Point Advisory, LLC 0.82% Add +107.2% 129,124 $5.5M
Zacks Investment Management 0.06% Add +4.6% 128,105 $5.4M
Candriam S.C.A. 0.03% Add +2.3% 127,806 $5.4M
Foundations Investment Advisors, LLC 0.13% Add +8.0% 126,985 $5.4M
HUB Investment Partners, LLC 0.26% Add +0.3% 124,684 $5.3M
Harvest Portfolios Group Inc. 0.20% Reduce -4.5% 124,093 $5.3M
Morningstar Investment Management LLC 0.55% Reduce -12.9% 124,021 $5.3M
Central Bank & Trust Co. 0.73% Reduce -2.5% 123,186 $5.2M
Dividend Assets Capital, LLC 1.06% Reduce -1.9% 122,446 $5.2M
Aventail Capital Group, LP 0.36% New 121,389 $5.2M
Compass Wealth Management LLC 1.26% Reduce -0.2% 120,124 $5.1M
Soviero Asset Management, LP 3.92% New 120,000 $5.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +2.7% 119,147 $5.1M
Phraction Management LLC 2.01% Reduce -24.4% 118,268 $5.0M
Kinsale Capital Group, Inc. 1.71% Add +20.3% 116,329 $4.9M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -15.3% 116,128 $4.9M
Signature Wealth Management Group 2.15% Reduce -7.7% 115,779 $4.9M
Bokf, NA 0.09% Add +28.6% 115,478 $4.9M
Mercer Global Advisors Inc. 0.01% Add +5.9% 115,450 $4.9M
Orion Porfolio Solutions, LLC 0.05% Add +0.1% 114,678 $4.9M
Orion Portfolio Solutions, LLC 0.05% Add +0.1% 114,678 $4.9M
Icon Wealth Advisors, LLC 0.43% Add +9.3% 113,502 $4.9M
MassMutual Private Wealth & Trust, FSB 0.15% Reduce -8.1% 114,127 $4.9M
AlTi Global, Inc. 0.13% Reduce -34.3% 113,613 $4.8M
Aureus Asset Management, LLC 0.34% Reduce -1.3% 113,286 $4.8M
Man Group plc 0.01% Reduce -14.0% 112,930 $4.8M
Cibc World Market Inc. 0.01% Add +289.3% 106,989 $4.5M
Vanguard Personalized Indexing Management, LLC 0.09% Add +23.2% 105,812 $4.5M
Lake Street Advisors Group, LLC 0.22% Reduce -0.9% 105,613 $4.5M
Autumn Glory Partners, LLC 2.27% Add +1.0% 104,763 $4.5M
Oregon Public Employees Retirement Fund 0.09% Add +0.7% 104,674 $4.4M
Sandler Capital Management 0.88% New 104,500 $4.4M
Scott & Selber, Inc. 1.41% Add +1.7% 104,211 $4.4M
Elo Mutual Pension Insurance Co 0.10% Reduce -19.5% 104,209 $4.4M
Bartlett & Co. Wealth Management LLC 0.07% Reduce -10.9% 104,156 $4.4M
Americana Partners, LLC 0.35% Add +1.3% 103,998 $4.4M
FFT Wealth Management LLC 0.39% Add +1.1% 103,453 $4.4M
Advisory Services Network, LLC 0.09% No change 103,275 $4.4M
TD Private Client Wealth LLC 0.14% Reduce -21.9% 102,796 $4.4M
Kingsview Wealth Management, LLC 0.10% Reduce -9.6% 102,612 $4.4M
First Bank & Trust 0.88% Reduce -2.3% 101,493 $4.3M
Fifth Third Bancorp 0.02% Reduce -10.2% 100,816 $4.3M
Gulf International Bank (UK) Ltd 0.11% No change 100,631 $4.3M
Credit Agricole S A 0.03% Add +34.6% 99,498 $4.2M
Nordea Investment Management AB 0.00% No change 98,313 $4.2M
Private Advisor Group, LLC 0.03% Add +14.3% 98,155 $4.2M
Benjamin F. Edwards & Company, Inc. 0.07% Reduce -1.1% 97,236 $4.1M
Intact Investment Management Inc. 0.15% Reduce -4.1% 96,900 $4.1M
Metis Global Partners, LLC 0.14% Add +4.3% 95,690 $4.1M
CPC Advisors, LLC 0.67% New 95,300 $4.1M
Steward Partners Investment Advisory, LLC 0.04% Add +2.8% 95,217 $4.0M
Argent Trust Co 0.18% Reduce -3.6% 94,871 $4.0M
Avantax Advisory Services, Inc. 0.03% Add +199.0% 94,357 $4.0M
Mizuho Securities USA LLC 0.09% New 93,971 $4.0M
Morton Community Bank 1.13% Add +2.1% 93,900 $4.0M
Millennium Management 0.00% Reduce -49.9% 93,309 $4.0M
Kentucky Retirement Systems 0.11% Reduce -0.6% 91,841 $3.9M
GS Investments, Inc. 1.83% Reduce -0.5% 91,010 $3.9M
Walleye Capital LLC 0.04% Add +124.7% 89,873 $3.8M
Hennessy Advisors Inc. 0.14% Reduce -2.5% 89,652 $3.8M
Empowered Funds, LLC 0.07% Reduce -64.7% 88,522 $3.8M
Proquility Private Wealth Partners, LLC 1.28% Reduce -3.1% 88,299 $3.8M
Capital Analysts, LLC 0.17% Reduce -10.3% 87,946 $3.7M
Quantinno Capital Management LP 0.07% Add +30.0% 87,202 $3.7M
AE Wealth Management LLC 0.04% Add +1.1% 86,692 $3.7M
Roanoke Asset Management Corp./ NY 1.23% Reduce -0.0% 86,432 $3.7M
Occidental Asset Management, LLC 0.64% Add +5.3% 85,777 $3.6M
Texas Yale Capital Corp. 0.17% Add +0.8% 85,176 $3.6M
Merit Financial Group, LLC 0.08% Reduce -0.6% 84,834 $3.6M
MBB Public Markets I LLC 0.07% New 83,033 $3.5M
Pinnacle Holdings, LLC 1.64% Add +0.3% 82,707 $3.5M
Peapack Gladstone Financial Corp. 0.05% Reduce -8.3% 81,749 $3.5M
Bessemer Group Inc. 0.01% Add +2.9% 81,381 $3.5M
Teacher Retirement System of Texas 0.02% Reduce -66.8% 80,959 $3.4M
Arrow Financial Corp 0.33% Reduce -4.2% 80,282 $3.4M
Aviso Financial Inc. 0.19% — 79,793 $3.4M
M&T Bank Corp 0.01% Add +2.6% 79,064 $3.4M
Hartford Investment Management Co. 0.11% Reduce -0.5% 78,329 $3.3M
L & S Advisors Inc 0.43% New 78,316 $3.3M
Acadian Asset Management LLC 0.01% Add +173.0% 78,254 $3.3M
United Asset Strategies, Inc. 0.32% Reduce -3.1% 77,165 $3.3M
D.A. Davidson & Co. 0.03% Reduce -3.3% 77,081 $3.3M
G&S Capital LLC 1.42% Reduce -6.0% 76,612 $3.3M
Horizon Investments, LLC 0.09% Add +4.3% 76,590 $3.3M
Vectors Research Management, LLC 0.99% Add +3.1% 76,253 $3.2M
Ascent Group, LLC 0.26% Reduce -12.6% 76,047 $3.2M
MADDEN SECURITIES Corp 1.43% Reduce -0.5% 75,945 $3.2M
Integrated Wealth Concepts LLC 0.04% Reduce -0.5% 75,705 $3.2M
Davidson Capital Management Inc. 0.99% Add +16.9% 75,394 $3.2M
Cornerstone Wealth Group, LLC 0.29% New 75,373 $3.2M
First Hawaiian Bank 0.11% Reduce -2.0% 74,819 $3.2M
Stock Yards Bank & Trust Co. 0.10% Reduce -13.0% 74,096 $3.1M
Wealth Alliance Advisory Group, LLC 0.70% Reduce -0.3% 73,109 $3.1M
UniSuper Management Pty Ltd 0.03% Add +74.0% 72,488 $3.1M
Forte Capital LLC 0.37% Reduce -10.3% 71,672 $3.0M
Drucker Wealth 3.0, LLC 0.80% — 71,184 $3.0M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -97.8% 70,919 $3.0M
Barrow Hanley Mewhinney & Strauss LLC 0.01% No change 70,379 $3.0M
Mgo One Seven LLC 0.14% Add +11.7% 70,227 $3.0M
Securian Asset Management, Inc. 0.09% Reduce -2.2% 70,079 $3.0M
Louisiana State Employees Retirement System 0.06% Reduce -2.5% 69,000 $2.9M
Interval Partners, LP 0.09% New 68,415 $2.9M
SL Advisors, LLC 5.73% Reduce -1.8% 68,265 $2.9M
U.S. Capital Wealth Advisors, LLC 0.11% Reduce -2.4% 68,071 $2.9M
Assetmark, Inc. 0.01% Reduce -27.3% 67,912 $2.9M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -90.5% 67,884 $2.9M
Slocum, Gordon & Co LLP 2.14% Reduce -0.1% 67,577 $2.9M
Inspire Trust Co, N.A. 0.94% Add +218.6% 66,900 $2.8M
EagleClaw Capital Managment, LLC 0.51% Add +1.8% 66,825 $2.8M
3Chopt Investment Partners, LLC 0.86% Add +0.1% 66,305 $2.8M
Commerce Bank 0.02% Reduce -4.6% 66,231 $2.8M
Exencial Wealth Advisors, LLC 0.11% Add +0.7% 66,010 $2.8M
Mediolanum International Funds Ltd 0.05% Add +15.0% 70,531 $2.8M
Profund Advisors LLC 0.10% Add +9.4% 65,135 $2.8M
Illinois Municipal Retirement Fund 0.04% No change 64,026 $2.7M
Edgestream Partners, L.P. 0.13% Reduce -47.3% 63,420 $2.7M
Moneta Group Investment Advisors LLC 0.04% Add +2.0% 63,235 $2.7M
AQR Capital Management 0.00% Reduce -12.1% 63,606 $2.7M
Allspring Global Investments Holdings, LLC 0.00% Add +3.1% 62,947 $2.7M
Continuum Advisory, LLC 0.38% Reduce -0.4% 62,302 $2.6M
Beach Investment Counsel Inc. 0.33% Reduce -1.0% 62,228 $2.6M
Cozad Asset Management Inc. 0.26% Reduce -0.0% 62,208 $2.6M
NewEdge Wealth, LLC 0.06% Add +5.7% 61,923 $2.6M
New Mexico Educational Retirement Board 0.09% No change 61,328 $2.6M
Fulton Bank, N.A. 0.11% Reduce -9.2% 61,293 $2.6M
Park Avenue Securities LLC 0.03% Reduce -16.3% 60,993 $2.6M
Regions Financial Corp. 0.02% Add +2.6% 59,922 $2.5M
Crossmark Global Holdings, Inc. 0.05% Reduce -2.4% 59,758 $2.5M
TKG Advisors, LLC 1.37% Reduce -3.4% 59,221 $2.5M
Ethic Inc. 0.06% Reduce -12.3% 58,795 $2.5M
Global Retirement Partners, LLC 0.08% Add +16.1% 58,334 $2.5M
Larson Financial Group LLC 0.17% Add +3.2% 58,085 $2.5M
Hennion & Walsh Asset Management, Inc. 0.13% Reduce -5.8% 57,937 $2.5M
Groupama Asset Managment 0.03% Add +9.9% 57,730 $2.5M
Brown Advisory Inc. 0.00% Add +11.2% 57,468 $2.4M
Cwm, LLC 0.01% Add +4.1% 56,871 $2.4M
Lindbrook Capital, LLC 0.23% Add +3.3% 56,826 $2.4M
Alpine Woods Capital Investors, LLC 0.37% Reduce -4.8% 56,679 $2.4M
Vestcor Inc 0.08% Reduce -0.5% 56,590 $2.4M
Transform Wealth, LLC 0.18% Reduce -3.2% 56,505 $2.4M
Sciencast Management LP 0.84% New 56,470 $2.4M
Founders Financial Securities LLC 0.23% Add +4.0% 56,249 $2.4M
Snowden Capital Advisors LLC 0.07% Reduce -0.1% 56,045 $2.4M
Sound View Wealth Advisors Group, LLC 0.24% Add +5.2% 55,656 $2.4M
Railway Pension Investments Ltd 0.03% No change 55,300 $2.4M
Peoples Bank 1.82% No change 54,809 $2.3M
Sumitomo Life Insurance Co. 0.05% Add +88.5% 54,498 $2.3M
Tower Research Capital LLC (TRC) 0.04% Add +72.5% 54,426 $2.3M
Pinnacle West Asset Management, Inc. 1.80% No change 54,369 $2.3M
Wedbush Securities Inc. 0.08% Reduce -3.9% 54,071 $2.3M
Kestra Private Wealth Services, LLC 0.05% Add +25.1% 52,899 $2.2M
Del-Sette Capital Management, LLC 1.82% Reduce -52.8% 52,258 $2.2M
Vestmark Advisory Solutions, Inc. 0.09% Add +11.9% 51,988 $2.2M
Worldquant Millennium Advisors LLC 0.02% Reduce -26.9% 51,792 $2.2M
Brendel Financial Advisors LLC 1.39% New 51,508 $2.2M
Ieq Capital, LLC 0.03% Add +12.0% 51,477 $2.2M
Atria Wealth Solutions, Inc. 0.02% Reduce -9.3% 51,195 $2.2M
Redwood Investment Management, LLC 0.19% Reduce -14.8% 51,019 $2.2M
Holocene Advisors, LP 0.01% Reduce -82.4% 50,916 $2.2M
Hartford Financial Management Inc. 0.46% Reduce -3.0% 50,664 $2.2M
Monetary Management Group Inc. 0.56% Add +1.6% 50,250 $2.1M
Providence Capital Advisors, LLC 0.45% Add +0.2% 49,025 $2.1M
Centered Wealth LLC dba Miller Equity Capital Advisors 0.87% No change 48,970 $2.1M
Bell & Brown Wealth Advisors, LLC 0.80% Reduce -4.0% 48,967 $2.1M
Burney Co./ 0.08% Reduce -2.4% 48,895 $2.1M
Blair William & Co. 0.01% Add +26.3% 47,669 $2.0M
Lavaca Capital LLC 1.10% No change 47,300 $2.0M
King Luther Capital Management Corp. 0.01% Reduce -4.2% 47,015 $2.0M
MAI Capital Management 0.02% Add +0.8% 46,682 $2.0M
Round Rock Advisors LLC 0.48% Add +0.8% 46,259 $2.0M
Pinnacle Financial Partners Inc 0.04% Reduce -4.5% 46,125 $2.0M
Intrust Bank NA 0.21% Reduce -2.4% 45,433 $1.9M
First Trust Direct Indexing L.P. 0.12% Add +35.9% 45,164 $1.9M
Herbst Group, LLC 1.17% Add +0.5% 45,100 $1.9M
Wealth Alliance, LLC 0.25% Reduce -13.7% 44,723 $1.9M
Machina Capital S.A.S. 0.85% Add +102.2% 44,723 $1.9M
Platform Technology Partners 0.65% — 44,262 $1.9M
NEOS Investment Management LLC 0.08% Add +46.2% 44,116 $1.9M
Eagle Rock Investment Company, LLC 0.34% Add +38.1% 43,574 $1.9M
Alaethes Wealth, LLC 0.76% Add +1.4% 43,390 $1.8M
First County Bank 0.95% Reduce -9.8% 43,353 $1.8M
Linden Thomas Advisory Services, LLC 0.28% Add +14.4% 43,299 $1.8M
Csenge Advisory Group 0.10% Reduce -7.2% 43,271 $1.8M
B. Metzler seel. Sohn & Co. AG 0.02% Add +2.3% 43,152 $1.8M
Natixis 0.01% New 42,537 $1.8M
Cadent Capital Advisors, LLC 0.73% Reduce -0.5% 42,456 $1.8M
OMERS ADMINISTRATION Corp 0.02% New 42,341 $1.8M
Choreo, LLC 0.03% New 42,320 $1.8M
Tidal Investments LLC 0.02% Reduce -7.2% 41,307 $1.8M
Raleigh Capital Management Inc. 0.75% Reduce -26.2% 41,263 $1.8M
Balefire, LLC 0.62% Add +400.7% 40,966 $1.7M
FourThought Financial Partners, LLC 0.22% Reduce -4.2% 40,699 $1.7M
QRG Capital Management, Inc. 0.02% Add +38.2% 40,619 $1.7M
Norinchukin Bank, The 0.05% Add +2.4% 40,616 $1.7M
Legacy Advisors, LLC 0.21% Add +0.8% 40,354 $1.7M
Secure Asset Management, LLC 0.33% Add +7.6% 40,341 $1.7M
Fca Corp. 0.55% No change 40,089 $1.7M
Concourse Financial Group Securities, Inc. 0.11% Reduce -5.3% 40,037 $1.7M
Gilliland Jeter Wealth Management LLC 0.57% Reduce -0.5% 39,981 $1.7M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Reduce -58.3% 39,798 $1.7M
Moloney Securities Asset Management, LLC 0.25% Reduce -3.8% 39,676 $1.7M
Great Lakes Advisors, LLC 0.01% Reduce -0.4% 39,637 $1.7M
Stablepoint Partners, LLC 0.32% Reduce -1.7% 39,014 $1.7M
Kentucky Retirement Systems Insurance Trust Fund 0.11% Reduce -2.1% 39,310 $1.7M
Allworth Financial LP 0.01% Add +44.0% 37,544 $1.7M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.5% 38,785 $1.6M
University of Texas/Texas Am Investment Management Co. 0.32% Add +136.9% 38,778 $1.6M
Cutter & CO Brokerage, Inc. 0.40% Reduce -44.3% 38,587 $1.6M
Northwest & Ethical Investments L.P. 0.05% Reduce -6.4% 38,496 $1.6M
ING Groep NV 0.01% Reduce -77.3% 38,312 $1.6M
Vident Advisory, LLC 0.04% Add +128.1% 38,270 $1.6M
Harvest Investment Advisors, LLC 1.20% Add +0.4% 38,186 $1.6M
Genesee Capital Advisors, LLC 0.80% Reduce -1.2% 38,156 $1.6M
Elevation Point Wealth Partners, LLC 0.13% Reduce -10.3% 37,763 $1.6M
Lido Advisors, LLC 0.01% Add +16.1% 37,397 $1.6M
United Services Automobile Association 0.04% Reduce -6.9% 37,367 $1.6M
Argent Advisors, Inc. 0.63% Reduce -3.0% 37,276 $1.6M
Waverly Advisors, LLC 0.03% Add +18.7% 37,078 $1.6M
Verdence Capital Advisors LLC 0.14% Reduce -15.8% 37,072 $1.6M
Point Windward Advisors Inc. 0.65% Reduce -0.3% 36,950 $1.6M
Axxcess Wealth Management, LLC 0.04% Reduce -48.5% 36,864 $1.6M
Arden Trust Co 0.22% Reduce -0.4% 36,784 $1.6M
Vista Investment Partners LLC 0.52% Add +0.1% 36,728 $1.6M
Phillips Wealth Planners LLC 1.64% Add +2.2% 36,682 $1.6M
Northwestern Mutual Wealth Management Co. 0.00% Add +1.0% 36,554 $1.6M
Intech Investment Management LLC 0.02% Add +47.8% 35,960 $1.5M
Adams Asset Advisors, LLC 0.20% Reduce -7.0% 35,766 $1.5M
Payden & Rygel Investment Group 0.12% Reduce -34.6% 35,660 $1.5M
Payden & Rygel 0.12% Reduce -34.6% 35,660 $1.5M
Infrastructure Capital Advisors, LLC 0.24% Add +227.3% 35,620 $1.5M
Fort Washington Investment Advisors Inc. 0.01% Reduce -47.2% 35,602 $1.5M
Basso Capital Management, L.P. 1.36% No change 35,500 $1.5M
Wealthspire Advisors, LLC 0.02% Reduce -7.7% 35,492 $1.5M
HighPoint Advisor Group LLC 0.09% Add +7.3% 35,010 $1.5M
Bollard Group LLC 0.04% Add +18.7% 35,217 $1.5M
NJ State Employees Deferred Compensation Plan 0.18% No change 35,000 $1.5M
Dudley Capital Management, LLC 0.83% Add +0.1% 34,937 $1.5M
HB Wealth Management, LLC 0.02% Add +12.8% 34,885 $1.5M
Meeder Advisory Services, Inc. 0.10% Add +39.0% 34,656 $1.5M
Harbor Capital Advisors, Inc. 0.11% Add +0.2% 34,625 $1.5M
Tokio Marine Asset Management Co. Ltd. 0.07% Add +7.8% 34,194 $1.5M
Twin City Private Wealth, LLC 1.37% Reduce -6.4% 34,189 $1.5M
Accordant Advisory Group Inc 1.41% Add +1.6% 34,025 $1.4M
Transatlantique Private Wealth LLC 0.59% Add +4.7% 34,110 $1.4M
Cohen Capital Management, Inc. 0.25% Reduce -3.0% 33,890 $1.4M
CNB Bank 0.69% Reduce -39.9% 33,837 $1.4M
Stonegate Investment Group, LLC 0.04% Add +14.8% 33,678 $1.4M
Little House Capital LLC 0.45% Add +26.5% 33,642 $1.4M
iSAM Funds (UK) Ltd 1.07% New 33,507 $1.4M
Squarepoint Ops LLC 0.01% Add +0.1% 33,027 $1.4M
Donoghue Forlines LLC 0.40% Reduce -7.5% 32,870 $1.4M
Assenagon Asset Management S.A. 0.00% Reduce -1.4% 32,685 $1.4M
Williams Jones Wealth Management, LLC. 0.02% Add +12.0% 32,419 $1.4M
Florida Trust Wealth Management Co 0.05% No change 32,416 $1.4M
GoalVest Advisory LLC 0.43% Reduce -15.2% 31,767 $1.4M
Parkwood LLC 0.17% Reduce -3.5% 31,321 $1.3M
Trust Co. of Oklahoma 0.47% Reduce -0.8% 31,252 $1.3M
Meiji Yasuda Asset Management Co Ltd. 0.05% Add +0.8% 31,206 $1.3M
AMG National Trust Bank 0.03% Add +82.6% 30,335 $1.3M
Apollon Wealth Management, LLC 0.04% Reduce -8.3% 30,203 $1.3M
Buckley Wealth Management, LLC 0.40% Add +0.3% 30,045 $1.3M
Caption Management, LLC 0.14% New 30,000 $1.3M
My Legacy Advisors, LLC 0.41% Add +0.9% 29,853 $1.3M
Institutional & Family Asset Management, LLC 0.19% No change 29,793 $1.3M
Centre Asset Management, LLC 0.29% Reduce -89.8% 29,556 $1.3M
Bridges Investment Management Inc. 0.02% New 29,353 $1.2M
Principal Securities, Inc. 0.03% Reduce -13.4% 29,248 $1.2M
CBRE Investment Management Listed Real Assets LLC 0.02% Reduce -17.2% 28,807 $1.2M
Portside Wealth Group, LLC 0.23% Reduce -4.6% 28,806 $1.2M
SageView Advisory Group, LLC 0.08% New 28,614 $1.2M
KCM Investment Advisors LLC 0.04% Add +2.9% 28,544 $1.2M
Amova Asset Management Americas, Inc. 0.01% Reduce -17.8% 28,402 $1.2M
Campbell & CO Investment Adviser LLC 0.10% Reduce -33.2% 28,400 $1.2M
Level Four Advisory Services, LLC 0.05% Add +121.4% 28,322 $1.2M
Uncommon Cents Investing LLC 0.38% Add +1.7% 28,085 $1.2M
Sigma Planning Corp 0.04% Add +36.7% 28,078 $1.2M
Baker Tilly Wealth Management, LLC 0.48% Reduce -33.0% 27,818 $1.2M
Nicholas Hoffman & Company, LLC. 0.05% Reduce -17.9% 27,526 $1.2M
Segment Wealth Management, LLC 0.09% Add +0.7% 27,423 $1.2M
Investment Management Corp of Ontario 0.03% Add +38.8% 27,205 $1.2M
Patten Group, Inc. 0.27% Add +6.7% 27,026 $1.1M
Fidelis Capital Partners, LLC 0.16% Add +2.5% 26,237 $1.1M
Dakota Wealth Management 0.03% Reduce -0.8% 26,441 $1.1M
Marcum Wealth, LLC 0.11% Add +1.1% 26,166 $1.1M
Ossiam 0.02% Add +33.4% 25,965 $1.1M
Evergreen Capital Management LLC 0.04% Add +17.8% 25,671 $1.1M
Castleark Management LLC 0.04% No change 25,570 $1.1M
Signaturefd, LLC 0.02% Add +1.3% 25,487 $1.1M
Empirical Finance, LLC 0.07% Reduce -7.8% 25,476 $1.1M
Forum Financial Management, LP 0.02% Reduce -2.1% 25,471 $1.1M
Harbour Trust & Investment Management Co 0.13% Add +0.9% 25,294 $1.1M
Edmonds Duncan Registered Investment Advisors, LLC 0.26% No change 25,275 $1.1M
Legacy Capital Wealth Partners, LLC 0.27% New 25,128 $1.1M
Meiji Yasuda Life Insurance Co 0.02% Add +8.3% 25,120 $1.1M
RBF Capital, LLC 0.06% No change 25,000 $1.1M
MTM Investment Management, LLC 0.44% Reduce -0.6% 24,983 $1.1M
Ballentine Partners, LLC 0.02% Reduce -1.0% 24,960 $1.1M
Northeast Investment Management 0.05% No change 24,557 $1.0M
&partners 0.05% New 24,503 $1.0M
Hedges Asset Management LLC 0.74% No change 24,400 $1.0M
SVB Wealth LLC 0.03% Reduce -14.2% 24,379 $1.0M
Sequoia Financial Advisors, LLC 0.01% Add +9.9% 24,203 $1.0M
Ausdal Financial Partners, Inc. 0.11% Add +25.3% 24,198 $1.0M
TrueWealth Advisors, LLC 0.38% No change 24,148 $1.0M
Cannell & Spears LLC 0.02% No change 24,100 $1.0M
Viawealth, LLC 0.63% Reduce -6.9% 24,013 $1.0M
GAMMA Investing LLC 0.14% Add +84.8% 23,912 $1.0M
New Hampshire Trust 0.23% Reduce -1.0% 23,768 $1.0M
Pinion Investment Advisors, LLC 0.50% Reduce -9.4% 23,714 $1.0M
Aquatic Capital Management LLC 0.04% New 23,700 $1.0M
North Star Investment Management Corp. 0.07% Add +0.8% 23,477 $998K
Prossimo Advisors, LLC 0.90% New 23,470 $997K
Diversify Advisory Services, LLC 0.05% Reduce -32.3% 23,390 $991K
Venturi Wealth Management, LLC 0.06% Reduce -5.5% 23,243 $988K
Fourpath Capital Management, LLC 0.73% Reduce -19.7% 23,181 $985K
Scotia Capital Inc. 0.01% Reduce -9.3% 22,968 $976K
Laird Norton Wetherby Wealth Management, LLC 0.05% Reduce -0.7% 22,911 $974K
D.B. Root & Company, LLC 0.33% Reduce -42.2% 22,879 $972K
M&G PLC 0.01% Reduce -15.2% 22,536 $969K
Schulhoff & Co. Inc. 0.43% No change 17,883 $962K
Invst, LLC 0.11% Reduce -0.4% 22,668 $961K
Checchi Capital Advisers, LLC 0.08% Reduce -0.7% 22,520 $957K
Waterloo Capital, L.P. 0.11% Add +16.4% 22,354 $950K
Quotient Wealth Partners, LLC 0.03% Add +107.6% 22,276 $947K
Brown Brothers Harriman & Co. 0.01% Add +207.9% 22,264 $946K
Penbrook Management LLC 0.58% Reduce -0.5% 22,230 $945K
Everpar Advisors LLC 0.47% Add +11.1% 22,008 $935K
Greenleaf Trust 0.01% Add +2.0% 21,941 $932K
Essex Financial Services, Inc. 0.07% Add +13.3% 21,249 $932K
Norden Group LLC 0.19% Add +0.1% 21,812 $927K
Pullen Investment Management, LLC 0.77% Add +7.5% 21,776 $925K
Inscription Capital, LLC 0.15% Reduce -9.1% 21,590 $918K
Ferguson Wellman Capital Management, Inc. 0.02% Add +265.6% 21,584 $917K
Conning Inc. 0.03% Add +1.0% 21,536 $915K
Independent Financial Group, LLC 0.04% Reduce -1.5% 21,494 $914K
Geneos Wealth Management Inc. 0.04% Add +1.2% 21,477 $913K
Focus Partners Wealth 0.00% Add +184.0% 21,480 $912K
Advisor OS, LLC 0.10% Reduce -3.7% 21,249 $903K
Vontobel Holding Ltd. 0.00% Reduce -11.9% 21,243 $903K
Farmers & Merchants Investments Inc. 0.03% No change 21,139 $898K
Marino, Stram & Associates LLC 0.22% Add +0.7% 21,123 $898K
V-Square Quantitative Management LLC 0.15% Reduce -3.1% 21,100 $897K
Diversify Wealth Management, LLC 0.11% — 21,721 $896K
Dana Investment Advisors, Inc. 0.03% Reduce -6.7% 20,892 $888K
Meeder Asset Management Inc. 0.06% Reduce -11.5% 20,880 $887K
Independence Bank of Kentucky 0.23% Add +19.2% 20,797 $884K
CENTRAL TRUST Co 0.02% Reduce -18.7% 20,535 $873K
LGT Group Foundation 0.01% No change 20,495 $871K
United Capital Financial Advisors, LLC 0.01% Reduce -70.6% 20,384 $866K
Nicholas Company, Inc. 0.01% No change 20,248 $861K
Pointe Capital Management LLC 0.53% Reduce -0.9% 20,223 $859K
Kingswood Wealth Advisors, LLC 0.08% Add +10.7% 20,154 $857K
Mitchell & Pahl Private Wealth, LLC 0.45% Reduce -0.1% 20,145 $856K
Prudent Man Advisors, LLC 0.30% Add +4.3% 20,137 $856K
Sterneck Capital Management, LLC 0.48% Reduce -9.2% 20,017 $851K
Outfitters Financial LLC 0.71% No change 20,000 $850K
Aspen Investment Management Inc 0.42% Add +2.7% 19,933 $847K
Landscape Capital Management, L.L.C. 0.07% New 19,822 $842K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.26% New 19,748 $839K
Cornerstone Advisors, LLC 0.03% Reduce -13.6% 19,700 $837K
Quadrant Capital Group LLC 0.06% Add +22.2% 19,647 $835K
Steel Grove Capital Advisors, LLC 0.11% Reduce -24.6% 19,475 $828K
First Commonwealth Financial Corp 0.21% Reduce -7.5% 19,422 $825K
Huntington National Bank 0.01% Add +23.7% 19,349 $822K
Coldstream Capital Management Inc. 0.02% Reduce -5.7% 19,312 $821K
Diligent Investors, LLC 0.20% Add +0.6% 19,284 $820K
WCG Wealth Advisors LLC 0.06% Add +69.8% 19,256 $818K
Avior Wealth Management, LLC 0.04% Reduce -24.3% 19,209 $816K
SteelPeak Wealth, LLC 0.04% New 19,100 $812K
Stratos Wealth Partners, LTD. 0.01% Add +13.7% 19,088 $811K
Ignite Planners, LLC 0.20% Reduce -2.8% 19,023 $808K
Fernwood Investment Management, LLC 0.25% No change 18,989 $807K
RNC Capital Management LLC 0.04% Add +19.1% 18,910 $804K
Beam Wealth Advisors, Inc. 0.27% New 18,860 $802K
Pitcairn Co. 0.05% Add +7.3% 18,782 $798K
Wedmont Private Capital 0.05% Add +5.5% 18,475 $794K
Keybank National Association 0.00% Add +0.4% 18,675 $794K
Bank & Trust Co 0.67% — 18,671 $794K
Freedom Day Solutions, LLC 0.27% Add +123.0% 18,671 $794K
Dynamic Advisor Solutions LLC 0.02% Reduce -8.3% 18,630 $792K
PFG Investments, LLC 0.06% Add +41.3% 18,628 $792K
Farther Finance Advisors, LLC 0.04% Add +5.5% 18,633 $790K
Thoroughbred Financial Services, LLC 0.05% New 18,512 $786K
BlackDiamond Wealth Management, LLC 0.52% Add +9.6% 17,893 $785K
Baader Bank Aktiengesellschaft 0.06% New 18,388 $781K
Axiom Advisory, LLC 0.01% New 19,409 $779K
Banque Cantonale Vaudoise 0.03% Add +16.8% 18,290 $777K
West Paces Advisors Inc. 0.20% Add +4.0% 18,262 $776K
Concurrent Investment Advisors, LLC 0.03% Add +42.8% 18,175 $772K
First Trust Investment Solutions L.P. 0.11% Reduce -4.8% 18,156 $772K
Hilltop Holdings Inc. 0.09% Add +2.2% 17,971 $764K
Dearborn Partners LLC 0.03% Reduce -6.4% 17,910 $761K
Hollencrest Capital Management 0.03% Reduce -7.8% 17,631 $749K
Lanark Financial, Inc. 0.07% Reduce -15.9% 17,551 $745K
Register Financial Advisors LLC 0.38% Reduce -1.0% 17,515 $744K
International Assets Investment Management, LLC 0.07% Add +267.1% 66,284 $742K
True North Advisors, LLC 0.20% Reduce -25.7% 17,385 $739K
Premier Path Wealth Partners, LLC 0.13% Add +0.0% 17,346 $737K
HF Advisory Group, LLC 0.38% Reduce -1.8% 17,241 $733K
Ascentis Independent Advisors 0.15% — 17,065 $725K
Buckingham Strategic Wealth, LLC 0.01% Add +24.7% 17,036 $724K
Formidable Asset Management, LLC 0.12% Reduce -10.6% 17,017 $723K
TCW Group Inc. 0.01% Add +4.0% 17,013 $723K
Frank, Rimerman Advisors LLC 0.05% Add +17528.1% 16,923 $719K
Avidian Wealth Enterprises, LLC 0.03% Reduce -1.6% 16,868 $717K
Carson Advisory Inc. 0.50% Add +0.7% 16,861 $717K
Magnus Financial Group LLC 0.08% Reduce -5.9% 16,845 $716K
Mosley Wealth Management 0.61% Add +40.3% 16,771 $713K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.15% Reduce -38.8% 16,652 $708K
iA Global Asset Management Inc. 0.01% Reduce -73.0% 16,631 $707K
Easterly Investment Partners LLC 0.06% Add +0.0% 16,563 $704K
Fifth Third Wealth Advisors LLC 0.05% Add +166.9% 16,542 $703K
Veracity Capital LLC 0.29% Reduce -7.4% 16,398 $697K
Mirador Capital Partners LP 0.13% Add +0.4% 16,372 $696K
Voya Financial Advisors, Inc. 0.08% Reduce -2.2% 16,393 $692K
Equitable Holdings, Inc. 0.01% Reduce -6.0% 16,184 $688K
Fayez Sarofim & Co 0.00% No change 16,085 $684K
Sfmg, LLC 0.06% Reduce -3.7% 16,044 $682K
Sheaff Brock Investment Advisors, LLC 0.06% Reduce -2.1% 15,986 $679K
Park Place Capital Corp 0.22% Reduce -24.3% 15,926 $677K
Country Club Bank 0.05% No change 15,732 $665K
IMC-Chicago, LLC 0.02% New 15,564 $661K
Savant Capital, LLC 0.01% Add +19.6% 15,519 $660K
Patriot Financial Group Insurance Agency, LLC 0.10% Add +0.4% 15,472 $658K
Gibbs Wealth Management 0.26% Add +21.9% 15,401 $655K
Scissortail Wealth Management, LLC 0.17% No change 15,304 $650K
GM Advisory Group, LLC 0.04% Reduce -0.0% 15,271 $649K
Everett Harris & Co. 0.01% No change 15,175 $645K
Grove Bank & Trust 0.10% Reduce -4.1% 15,114 $642K
1620 Investment Advisors, Inc. 0.50% New 15,105 $642K
Sompo Asset Management Co., Ltd. 0.11% Reduce -7.5% 15,100 $642K
Aquila Investment Management LLC 0.60% New 15,000 $638K
Nations Financial Group Inc, /Ia/ 0.05% Add +2.8% 14,929 $634K
Ostrum Asset Management 0.06% Reduce -7.2% 14,924 $634K
Smartleaf Asset Management LLC 0.10% Add +54.2% 14,883 $629K
Realta Investment Advisors 0.12% Reduce -3.8% 14,695 $625K
First Manhattan Co. Llc. 0.00% Reduce -1.2% 14,340 $609K
Lombard Odier Asset Management (Switzerland) SA 0.06% Reduce -27.3% 14,336 $609K
IHT Wealth Management, LLC 0.02% Add +8.0% 14,224 $605K
Rwa Wealth Partners, LLC 0.01% Add +0.1% 14,193 $603K
Curi Capital, LLC 0.01% Reduce -29.3% 14,182 $603K
Lummis Asset Management, LP 0.79% No change 14,143 $601K
Seelaus Asset Management LLC 0.63% No change 14,115 $600K
Visionary Wealth Advisors 0.04% Reduce -2.3% 14,092 $599K
One Capital Management, LLC 0.02% New 14,030 $596K
Caldwell Sutter Capital, Inc. 0.30% Reduce -1.5% 14,027 $596K
Trajan Wealth LLC 0.04% Reduce -6.7% 14,005 $595K
Hilltop National Bank 0.19% No change 13,985 $594K
UMB Bank, n.a. 0.01% Add +3.8% 13,814 $587K
Presima Securities ULC 0.13% No change 13,800 $587K
Legacy Financial Group, Inc. 0.22% Reduce -1.7% 13,759 $585K
Symphony Financial, Ltd. Co. 0.11% Add +138.8% 13,768 $583K
Jump Financial, LLC 0.01% Reduce -14.4% 13,636 $580K
Private Trust Co. NA 0.06% Add +2.8% 13,613 $579K
Financial Advocates Investment Management 0.04% Reduce -14.7% 13,610 $578K
Full Sail Capital, LLC 0.04% Add +0.6% 13,587 $577K
Siemens Fonds Invest GmbH 0.04% Add +6.7% 13,578 $577K
Graypoint LLC 0.04% Add +14.9% 13,573 $577K
Chapin Davis, Inc. 0.20% No change 13,505 $574K
Addis & Hill, Inc 0.48% No change 13,542 $573K
Summit Trail Advisors, LLC 0.01% Add +38.1% 13,324 $566K
Centaurus Financial, Inc. 0.04% Add +0.3% 13,296 $565K
Transcend Capital Advisors, LLC 0.04% Reduce -4.7% 13,161 $559K
Mraz, Amerine & Associates, Inc. 0.11% Reduce -7.1% 13,156 $559K
Synovus Financial Corp. 0.01% Add +17.3% 13,124 $558K
Patten & Patten Inc. 0.04% Add +7.8% 13,095 $557K
BLB&B Advisors, LLC 0.03% Reduce -0.6% 13,058 $555K
Caprock Group, LLC 0.02% Add +18.0% 13,043 $554K
HBK Sorce Advisory LLC 0.02% Reduce -5.0% 13,008 $553K
Citizens Financial Group Inc. 0.01% Add +78.7% 12,994 $552K
Palisade Asset Management, LLC 0.06% No change 12,984 $552K
Chesapeake Asset Management LLC 0.53% Reduce -2.9% 12,972 $551K
Beese Fulmer Investment Management, Inc. 0.05% Add +16.5% 12,900 $548K
Diversified Trust Co. 0.02% Add +35.4% 12,865 $547K
Ameritas Investment Partners, Inc. 0.02% Reduce -2.5% 12,825 $545K
Allianz SE 0.02% New 12,804 $544K
Prospera Financial Services Inc 0.02% Reduce -2.3% 12,797 $544K
OneDigital Investment Advisors LLC 0.01% Add +25.0% 12,786 $543K
Cigna Investments Inc. 0.10% Reduce -0.9% 12,740 $541K
West Michigan Advisors, LLC 0.17% Add +22.8% 12,615 $536K
FineMark National Bank & Trust 0.02% Add +76.0% 12,433 $528K
Horan Securities, Inc. 0.23% Add +0.1% 12,387 $526K
Madison Park Capital Advisors, LLC 0.44% No change 12,300 $523K
CreativeOne Wealth, LLC 0.03% Add +9.4% 12,268 $521K
Central Pacific Bank - Trust Division 0.06% No change 12,200 $519K
Cahill Financial Advisors Inc. 0.07% Reduce -13.2% 12,128 $515K
Clear Creek Financial Management, LLC 0.06% Reduce -10.5% 12,101 $514K
Pacifica Partners Inc. 0.22% Reduce -0.4% 11,982 $513K
Independent Advisor Alliance 0.02% Reduce -0.1% 11,980 $509K
Birch Capital Management, LLC 0.26% New 11,926 $507K
Keudell/Morrison Wealth Management 0.15% Reduce -12.3% 11,924 $507K
Rehmann Capital Advisory Group 0.04% Add +1.3% 11,886 $505K
Aptus Capital Advisors, LLC 0.01% Add +10.6% 11,865 $504K
Clearstead Advisors, LLC 0.01% Add +388.0% 11,864 $504K
Insigneo Advisory Services, LLC 0.06% Add +1.8% 12,179 $502K
Quantitative Investment Management, LLC 0.05% Reduce -94.6% 11,780 $500K
Freestone Capital Holdings, LLC 0.02% Add +7.0% 11,746 $499K
Sowell Financial Services LLC 0.02% Add +0.1% 11,696 $497K
Everhart Financial Group, Inc. 0.13% Add +39.4% 11,677 $496K
Hexagon Capital Partners LLC 0.11% Add +12.1% 11,674 $496K
Verition Fund Management LLC 0.00% Add +76.8% 11,658 $495K
First National Trust Co 0.02% Add +10.4% 11,619 $494K
EP Wealth Advisors, LLC 0.01% Add +12.3% 11,607 $493K
Mitchell McLeod Pugh & Williams Inc. 0.11% Reduce -3.7% 11,554 $491K
Los Angeles Capital Management LLC 0.00% Reduce -1.4% 11,525 $490K
Wallace Advisory Group, LLC 0.35% Reduce -3.0% 11,512 $489K
Gradient Investments LLC 0.01% Add +1.5% 11,491 $488K
Clark Capital Management Group, Inc. 0.00% Reduce -98.3% 11,470 $487K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.2% 11,323 $481K
Blue Trust, Inc. 0.01% Add +226.3% 12,329 $480K
Wellington Shields & Co., LLC 0.16% No change 11,274 $479K
Opus Capital Group, LLC 0.07% Add +17.9% 11,259 $479K
SYSTM Wealth Solutions LLC 0.11% Reduce -83.0% 11,246 $478K
High Net Worth Advisory Group LLC 0.14% Reduce -14.9% 11,238 $478K
Mather Group, Llc. 0.01% Reduce -2.6% 12,226 $476K
Ashton Thomas Private Wealth, LLC 0.03% Add +0.1% 11,190 $476K
First Citizens Bank & Trust Co. 0.01% Add +23.5% 11,176 $475K
Stableford Capital II LLC 0.19% No change 11,042 $471K
Vise Technologies, Inc. 0.08% Add +21.1% 11,079 $471K
Prime Capital Investment Advisors, LLC 0.01% Reduce -0.9% 11,065 $470K
Phillips Financial Management, LLC 0.04% Add +2.4% 11,032 $469K
Augustine Asset Management Inc. 0.18% Add +0.7% 11,008 $468K
Edge Capital Group, LLC 0.02% Reduce -5.6% 10,964 $466K
Syon Capital LLC 0.04% Add +3.6% 10,938 $465K
Adirondack Trust Co. 0.19% Add +1.4% 10,929 $464K
Moody LYNN Lieberson & Walker, LLC 0.03% No change 10,904 $463K
Founders Financial Alliance, LLC 0.14% Add +0.0% 10,834 $460K
Parallel Advisors, LLC 0.01% Reduce -10.4% 10,763 $457K
Wealth Management Associates, Inc. 0.21% No change 10,684 $454K
First Foundation Advisors 0.02% Reduce -2.4% 10,681 $454K
Symmetry Partners, LLC 0.02% Reduce -18.2% 10,476 $445K
Bridgefront Capital, LLC 0.19% New 10,444 $444K
Keel Point, LLC 0.04% New 10,248 $442K
Relative Value Partners Group, LLC 0.06% Reduce -61.9% 10,375 $441K
Lake Street Private Wealth, LLC 0.06% Add +3.4% 10,375 $441K
Westover Capital Advisors, LLC 0.11% No change 10,200 $434K
Brighton Jones LLC 0.01% Add +1.8% 10,195 $433K
Avantax Planning Partners, Inc. 0.01% Reduce -7.2% 10,080 $428K
Stockman Wealth Management, Inc. 0.07% Add +0.1% 10,023 $426K
Sapient Capital LLC 0.01% Add +0.5% 10,008 $425K
Harbor Advisors LLC 0.08% No change 10,000 $425K
Community Bank, N.A. 0.06% No change 10,000 $425K
Chesley Taft & Associates LLC 0.02% No change 10,000 $425K
Integrated Advisors Network LLC 0.02% Add +8.3% 9,946 $423K
Heritage Trust Co 0.06% Add +37.8% 9,933 $422K
Catalyst Financial Partners LLC 0.09% Add +4.3% 9,896 $421K
Cullen/Frost Bankers, Inc. 0.01% Add +29.7% 9,886 $420K
Gentry Private Wealth, LLC 0.37% — 9,872 $420K
Equitable Trust Co. 0.03% Reduce -3.0% 9,815 $417K
Bradley Foster & Sargent Inc. 0.01% Add +7.7% 9,789 $416K
MJP Associates Inc. 0.09% Add +27.1% 9,775 $415K
Sage Capital Management, LLC 0.22% Add +1.1% 9,670 $411K
Dakota Community Bank & Trust NA 2.21% Add +0.2% 9,666 $411K
Whitaker-Myers Wealth Managers, LTD. 0.15% Add +1.1% 9,634 $409K
Pearl River Capital, LLC 0.06% New 9,558 $406K
Qube Research & Technologies Ltd 0.00% Reduce -93.8% 9,521 $405K
Wrapmanager Inc. 0.11% Reduce -30.7% 9,484 $403K
Sierra Summit Advisors LLC 0.10% No change 9,483 $403K
Ameritas Advisory Services, LLC 0.02% Add +7.6% 9,434 $401K
FAS Wealth Partners, Inc. 0.03% Add +1.0% 9,385 $399K
Garner Asset Management Corp 0.15% Add +74.8% 9,350 $397K
Tritonpoint Wealth, LLC 0.04% Reduce -1.6% 9,334 $397K
J.W. Cole Advisors, Inc. 0.02% Add +2.8% 9,298 $395K
Cedrus LLC 0.20% Reduce -6.3% 9,253 $393K
Sonora Investment Management Group, LLC 0.03% No change 10,063 $392K
Clarius Group, LLC 0.03% Reduce -3.5% 9,190 $391K
Ariston Services Group 0.38% Reduce -0.2% 9,187 $390K
Compound Planning, Inc. 0.03% Add +47.9% 9,180 $390K
Arete Wealth Advisors, LLC 0.03% Reduce -31.4% 9,181 $390K
Teamwork Financial Advisors, LLC 0.06% Add +2.7% 9,131 $388K
Cypress Wealth Services, LLC 0.09% Add +6.0% 9,094 $386K
Qtron Investments LLC 0.06% No change 9,076 $386K
Epacria Capital Partners, LLC 0.28% No change 9,000 $383K
Investors Asset Management of Georgia Inc. /Ga/ 0.19% Add +0.1% 8,978 $382K
Abbrea Capital, LLC 0.05% Reduce -18.3% 8,953 $381K
Sage Mountain Advisors LLC 0.04% Add +40.8% 8,958 $381K
Pine Valley Investments Ltd Liability Co 0.03% Add +0.3% 8,850 $376K
NFSG Corp 0.14% Add +162.0% 8,843 $376K
180 Wealth Advisors, LLC 0.06% Add +6.4% 8,803 $376K
Granite Group Advisors, LLC 0.28% No change 8,810 $374K
Holistic Financial Partners 0.19% Add +1.4% 8,793 $374K
Values First Advisors, Inc. 0.22% Reduce -2.9% 8,790 $374K
Brookstone Capital Management 0.01% Reduce -9.7% 8,755 $373K
IFG Advisory, LLC 0.02% New 8,782 $373K
NorthRock Partners, LLC 0.01% Add +7.2% 8,769 $373K
EverSource Wealth Advisors, LLC 0.02% Add +2.0% 8,625 $370K
Ritholtz Wealth Management 0.01% Add +0.9% 8,697 $370K
Defined Wealth Management, LLC 0.26% Add +0.6% 8,683 $369K
Arkos Global Advisors 0.06% No change 8,685 $369K
Smith, Moore & Co. 0.04% Add +0.1% 8,578 $365K
Rothschild Investment LLC 0.03% Add +4.6% 8,550 $363K
Precedent Wealth Partners, LLC 0.15% Reduce -11.8% 8,540 $363K
Beverly Hills Private Wealth, LLC 0.08% Reduce -9.4% 8,484 $361K
Phoenix Wealth Advisors 0.18% New 8,475 $360K
West Family Investments, Inc. 0.11% No change 8,448 $359K
Schechter Investment Advisors, LLC 0.03% Reduce -11.9% 8,404 $357K
CX Institutional 0.02% Add +2.8% 8,400 $357K
Moody National Bank Trust Division 0.03% Reduce -1.1% 8,330 $354K
Vicus Capital 0.03% Add +0.9% 8,321 $354K
Cooper Financial Group 0.05% Reduce -6.1% 8,313 $353K
ORG Partners LLC 0.04% Add +210.1% 8,307 $352K
Moseley Investment Management Inc. 0.16% No change 8,225 $350K
Astoria Portfolio Advisors LLC. 0.12% Reduce -4.1% 8,223 $349K
Montag A & Associates Inc. 0.02% Add +272.4% 8,193 $348K
Advisors Preferred, LLC 0.06% New 8,199 $348K
Jefferies Financial Group Inc. 0.01% Reduce -72.8% 8,151 $346K
Birchcreek Wealth Management, LLC 0.19% No change 8,090 $344K
NorthStar Asset Management LLC 0.24% Add +0.1% 8,082 $343K
Cowa, LLC 0.18% New 6,997 $342K
Eight 31 Financial, LLC 0.26% Reduce -56.7% 8,048 $342K
Clarus Group, Inc. 0.15% Add +0.1% 7,906 $336K
Old North State Wealth Management, LLC 0.22% Add +25.3% 7,893 $336K
Pinnacle Associates Ltd. 0.01% Reduce -6.3% 7,862 $334K
Cadence Bank 0.02% Reduce -0.1% 7,804 $332K
GeoWealth Management, LLC 0.01% Add +21.8% 7,801 $332K
Trust Point Inc. 0.03% Reduce -10.7% 7,798 $331K
First Western Trust Bank 0.02% Add +0.0% 7,793 $331K
Whittier Trust Co. 0.00% No change 7,786 $331K
HM Payson & Co. 0.01% Add +17.3% 7,769 $330K
Quantum Portfolio Management LLC 0.19% New 7,762 $330K
Lee Financial Co 0.05% Add +2.8% 7,741 $329K
SeaCrest Wealth Management, LLC 0.04% Reduce -21.3% 7,733 $329K
New Wave Wealth Advisors LLC 0.17% — 7,650 $325K
Catalina Capital Group, LLC 0.12% Add +8.2% 7,535 $320K
Investment Partners Asset Management, Inc. 0.29% Reduce -1.0% 7,527 $320K
Jag Capital Management, LLC 0.04% Reduce -19.3% 7,510 $319K
Chelsea Counsel Co. 0.16% No change 7,500 $319K
Cottonwood Capital Advisors, LLC 0.25% Reduce -1.0% 7,461 $316K
Advus Financial Partners, LLC 0.10% Reduce -13.5% 7,416 $315K
O'Keefe Stevens Advisory, Inc. 0.11% Add +18.9% 7,399 $314K
Jones Financial Companies LLLP 0.00% Add +73.4% 7,380 $314K
Summit Financial, LLC 0.01% New 7,380 $314K
Fiduciary Trust Co 0.00% Reduce -0.4% 7,377 $314K
Waldron Private Wealth LLC 0.01% Add +0.3% 7,360 $313K
Lantz Financial LLC 0.10% Reduce -19.3% 7,333 $312K
Sterling Investment Counsel, LLC 0.12% Reduce -14.9% 7,288 $310K
Principle Wealth Partners LLC 0.02% Add +0.0% 7,265 $309K
First Horizon Advisors, Inc. 0.01% Reduce -9.1% 7,243 $308K
Hancock Whitney Corp. 0.01% Reduce -1.0% 7,238 $308K
Bank of New Hampshire 0.08% Reduce -4.7% 7,220 $307K
Shelton Capital Management 0.01% No change 7,198 $306K
McGowan Group Asset Management, Inc. 0.04% Reduce -4.2% 7,182 $305K
Chilton Capital Management LLC 0.01% Add +35.5% 7,157 $304K
Carr Financial Group Corp 0.10% Reduce -11.8% 7,120 $303K
Cidel Asset Management Inc. 0.02% No change 7,112 $302K
Aveo Capital Partners, LLC 0.03% Reduce -79.3% 7,063 $300K
Parsons Capital Management Inc. 0.02% No change 7,050 $300K
Brown Miller Wealth Management, LLC 0.12% Add +0.3% 7,035 $299K
Sunpointe, LLC 0.19% Reduce -26.3% 7,026 $299K
Wilkinson Global Asset Management LLC 0.02% Reduce -8.5% 7,000 $298K
Confluence Wealth Services, Inc. 0.02% Reduce -1.7% 6,994 $297K
Mosaic Family Wealth Partners, LLC 0.05% Add +0.1% 6,992 $297K
Brooklyn Investment Group 0.13% No change 7,620 $296K
Sustainable Insight Capital Management, LLC 0.15% New 6,900 $293K
Resurgent Financial Advisors LLC 0.18% Reduce -26.1% 6,806 $289K
Janiczek Wealth Management, LLC 0.06% No change 6,778 $288K
Allen Capital Group, LLC 0.04% Reduce -9.3% 6,729 $286K
Wintrust Investments LLC 0.02% Add +1.1% 6,697 $285K
Mengis Capital Management, Inc. 0.06% Reduce -45.6% 6,681 $284K
Fox Run Management, L.L.C. 0.05% Reduce -54.4% 6,680 $284K
Jacobi Capital Management LLC 0.02% Add +0.7% 6,652 $283K
La Financiere DE L'echiquier 0.01% New 6,600 $281K
Pinnacle Wealth Planning Services, Inc. 0.04% No change 6,575 $279K
XML Financial, LLC 0.03% Reduce -21.2% 6,548 $278K
FinTrust Capital Advisors, LLC 0.05% Reduce -10.8% 6,477 $275K
FDx Advisors, Inc. 0.08% Reduce -90.4% 6,479 $275K
JTC Employer Solutions Trustee Ltd 0.02% No change 6,473 $275K
Benjamin Edwards Inc. 0.05% Reduce -3.0% 6,446 $274K
CarsonAllaria Wealth Management, Ltd. 0.17% Reduce -15.7% 6,440 $274K
Olympiad Research LP 0.20% New 6,389 $272K
Alliance Wealth Advisors, LLC 0.17% Reduce -0.9% 6,375 $271K
Mill Creek Capital Advisors, LLC 0.01% Add +6.8% 6,342 $270K
Gotham Asset Management 0.00% Add +1.0% 6,335 $269K
Simon Quick Advisors, LLC 0.02% Reduce -51.6% 6,319 $269K
Pinnacle Family Advisors, LLC 0.15% Reduce -0.6% 6,299 $268K
AlphaCore Capital LLC 0.06% Add +1.4% 6,274 $267K
Cypress Capital Group 0.03% No change 6,249 $266K
City Center Advisors, LLC 0.31% No change 6,800 $265K
Hardy Reed LLC 0.03% New 6,220 $264K
Powell Investment Advisors, LLC 0.14% No change 6,202 $264K
Tocqueville Asset Management L.P. 0.00% Reduce -0.1% 6,200 $264K
Journey Strategic Wealth LLC 0.01% New 6,197 $263K
Hazlett, Burt & Watson, Inc. 0.14% No change 6,160 $263K
AlphaStar Capital Management, LLC 0.02% New 6,173 $262K
Valmark Advisers, Inc. 0.00% Add +2.9% 6,171 $262K
Hilton Capital Management, LLC 0.02% No change 6,147 $261K
Harvest Fund Management Co., Ltd 0.02% New 6,140 $261K
Prelude Capital Management, LLC 0.02% New 6,133 $261K
Compagnie Lombard Odier SCmA 0.00% No change 6,128 $260K
Valeo Financial Advisors, LLC 0.01% Reduce -23.5% 6,122 $260K
Institute for Wealth Management, LLC. 0.03% Add +1.9% 6,099 $259K
Arkadios Wealth Advisors 0.02% New 6,094 $259K
Balboa Wealth Partners 0.07% New 6,089 $259K
Spire Wealth Management 0.01% Add +49.0% 5,927 $252K
Jacobsen Capital Management 0.11% Add +0.4% 5,905 $251K
Richardson Financial Services Inc. 0.18% Reduce -19.1% 5,900 $251K
Paradigm Asset Management Co. LLC 0.07% New 5,900 $251K
Proficio Capital Partners LLC 0.03% Reduce -1.3% 5,892 $250K
Hamilton Capital, LLC 0.02% Reduce -0.2% 5,888 $250K
PDS Planning, Inc 0.03% Add +1.9% 5,887 $250K
Childress Capital Advisors, LLC 0.07% Reduce -2.4% 5,823 $247K
L.M. Kohn & Company 0.07% Reduce -4.9% 5,817 $247K
Fisher Asset Management 0.00% New 5,802 $247K
Berry Wealth Group, LP 0.20% New 5,797 $246K
Eads & Heald Wealth Management 0.12% Reduce -6.9% 5,777 $246K
Personal Cfo Solutions, LLC 0.04% Add +4.5% 5,786 $246K
IVC Wealth Advisors LLC 0.14% Add +10.4% 5,716 $243K
Alpha Family Trust 0.14% No change 5,715 $243K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -20.1% 5,693 $242K
Intrua Financial, LLC 0.04% Reduce -19.9% 5,679 $241K
Vantage Consulting Group Inc 0.18% Reduce -14.2% 5,658 $240K
Emprise Bank 0.15% Reduce -12.2% 5,653 $240K
Townsend & Associates, Inc 0.03% Reduce -7.4% 5,556 $236K
Tiaa Trust, National Association 0.00% New 5,551 $236K
Tradewinds, LLC. 0.07% New 5,536 $235K
Certuity, LLC 0.02% Add +2.9% 5,532 $235K
Wealthcare Advisory Partners LLC 0.01% New 5,530 $235K
Capital Management Corp. 0.05% No change 5,500 $234K
Johnson Bixby & Associates, LLC 0.04% No change 5,500 $234K
Ellis Investment Partners, LLC 0.05% Add +1.1% 5,481 $233K
Anchor Investment Management, LLC 0.02% Add +15.9% 5,479 $233K
State of Wyoming 0.04% Reduce -14.8% 5,442 $231K
Wealth Quarterback LLC 0.13% Reduce -3.2% 5,439 $231K
Accel Wealth Management 0.09% New 5,423 $230K
Annandale Capital, LLC 0.05% Reduce -21.7% 5,418 $230K
Bison Wealth, LLC 0.04% No change 5,876 $229K
Davis Investment Partners, LLC 0.09% No change 5,314 $228K
IRON Financial LLC 0.13% New 5,358 $228K
Flagship Harbor Advisors, LLC 0.01% No change 5,329 $226K
Kooman & Associates 0.09% Reduce -14.0% 5,313 $226K
Duncker Streett & Co. Inc. 0.04% No change 5,300 $225K
Hill Investment Group Partners, LLC 0.03% New 5,105 $225K
Sentry Investment Management LLC 0.10% Reduce -17.0% 5,289 $225K
Belpointe Asset Management LLC 0.02% New 5,278 $224K
Walker Asset Management, LLC 0.15% Add +1.1% 5,250 $223K
Aurora Private Wealth, Inc. 0.19% Reduce -2.6% 5,216 $222K
ZWJ Investment Counsel Inc. 0.01% New 5,223 $222K
Nomura Holdings Inc. 0.00% Reduce -90.7% 5,216 $222K
Next Capital Management LLC 0.09% New 5,198 $221K
Fort Sheridan Advisors LLC 0.04% New 5,186 $220K
Venture Visionary Partners LLC 0.01% New 5,154 $219K
Resonant Capital Advisors, LLC 0.02% New 5,111 $217K
Fielder Capital Group LLC 0.08% New 5,078 $216K
IFP Advisors, Inc 0.01% Reduce -4.5% 5,071 $216K
Seeds Investor LLC 0.11% New 5,006 $213K
Flow State Investments, L.P. 0.12% New 5,000 $213K
Meridian Wealth Advisors, LLC 0.04% New 5,000 $213K
Renasant Bank 0.15% Reduce -31.5% 4,999 $212K
Blue Barn Wealth, LLC 0.12% New 4,996 $212K
Onyx Bridge Wealth Group LLC 0.03% Reduce -10.2% 4,993 $212K
Annis Gardner Whiting Capital Advisors, LLC 0.06% Add +0.6% 4,977 $212K
AdvisorNet Financial, Inc 0.02% Add +2.6% 4,936 $210K
Pinnacle Wealth Management Advisory Group, LLC 0.02% New 4,930 $210K
Glenview Trust Co 0.00% Reduce -31.9% 4,915 $209K
Avestar Capital, LLC 0.02% New 4,904 $208K
Sprinkle Financial Consultants LLC 0.16% New 4,888 $208K
Gateway Investment Advisers LLC 0.00% New 4,879 $207K
Rockland Trust Co. 0.01% New 4,869 $207K
One Wealth Management Investment & Advisory Services, LLC 0.08% New 4,862 $207K
Cable Hill Partners, LLC 0.02% New 4,842 $206K
Lloyd Advisory Services, LLC. 0.10% New 4,797 $204K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -53.2% 4,769 $203K
L2 Asset Management, LLC 0.06% New 4,765 $202K
Neville Rodie & Shaw Inc. 0.02% New 4,743 $202K
Trueblood Wealth Management, LLC 0.11% New 4,750 $202K
Lowe Brockenbrough & Co. Inc. 0.01% New 4,716 $200K
Cape Investment Advisory, Inc. 0.09% Reduce -9.2% 4,715 $200K
Leavell Investment Management, Inc. 0.01% New 4,715 $200K
Castleview Partners, LLC 0.11% New 4,565 $194K
Asset Dedication, LLC 0.01% Add +14.5% 4,504 $191K
Leonteq Securities AG 0.03% Reduce -2.7% 4,497 $191K
MCF Advisors LLC 0.01% Add +1.3% 4,452 $189K
Eagle Bay Advisors LLC 0.11% Reduce -13.0% 4,312 $183K
General Partner, Inc. 0.12% No change 4,264 $181K
Paloma Partners Management Co 0.02% New 4,075 $173K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -23.3% 3,874 $165K
TD Waterhouse Canada Inc. 0.00% Reduce -0.4% 3,786 $161K
Kozak & Associates, Inc. 0.04% Add +1.1% 3,704 $159K
Parkside Financial Bank & Trust 0.02% Reduce -15.8% 3,702 $157K
Alta Advisers Ltd 0.08% No change 3,700 $157K
Cromwell Holdings LLC 0.09% — 3,593 $153K
Colonial Trust Co / SC 0.03% Add +3.1% 3,493 $148K
Versant Capital Management, Inc 0.04% Add +20.7% 3,448 $147K
Y.D. More Investments Ltd 0.01% New 3,404 $145K
Investors Research Corp 0.03% No change 3,372 $143K
Optimum Investment Advisors 0.06% No change 3,085 $131K
TD Capital Management LLC 0.01% Reduce -9.9% 3,000 $128K
Riverview Trust Co 0.12% No change 2,993 $127K
Family Firm, Inc. 0.03% New 2,954 $126K
Arax Advisory Partners 0.01% Add +55.1% 2,930 $125K
Olistico Wealth, LLC 0.08% New 2,925 $124K
PrairieView Partners, LLC 0.01% No change 2,900 $123K
RFP Financial Group LLC 0.04% No change 2,828 $120K
Sound Income Strategies, LLC 0.01% Reduce -0.9% 2,765 $118K
Acropolis Investment Management, LLC 0.01% No change 2,616 $111K
Harbour Investments, Inc. 0.00% Reduce -4.8% 2,523 $107K
Toth Financial Advisory Corp. 0.01% No change 2,501 $106K
Trust Co. of Vermont 0.01% Add +4.2% 2,478 $105K
Alaska Permanent Fund Corp 0.00% Add +104.5% 2,433 $104K
Silvant Capital Management LLC 0.00% No change 2,458 $104K
Cetera Trust Company, N.A 0.07% No change 2,435 $103K
CKW Financial Group 0.01% No change 2,400 $102K
Laffer Tengler Investments, Inc. 0.03% Add +1756.6% 2,265 $96K
Lazard Asset Management LLC 0.00% Add +7.1% 2,279 $96K
Bruce G. Allen Investments, LLC 0.08% Reduce -12.6% 2,257 $96K
Canton Hathaway, LLC 0.03% No change 2,234 $95K
Financial Network Wealth Advisors LLC 0.07% New 2,228 $95K
Tradewinds Capital Management, LLC 0.03% No change 2,225 $95K
Valley National Advisers Inc. 0.01% Add +2.8% 2,149 $91K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -46.0% 2,115 $90K
JFS Wealth Advisors, LLC 0.01% Reduce -15.5% 2,070 $88K
LRI Investments, LLC 0.01% Add +915.5% 2,031 $86K
Perkins Coie Trust Co 0.02% New 2,000 $85K
Wellington Shields Capital Management, LLC 0.02% No change 2,000 $85K
Baldwin Wealth Partners LLC 0.01% No change 2,000 $85K
Camelot Portfolios, LLC 0.05% New 1,994 $85K
Ancora Advisors LLC 0.00% Reduce -23.5% 1,932 $82K
Householder Group Estate & Retirement Specialist, LLC 0.02% Add +18.1% 1,923 $81K
Centennial Bank 0.04% Reduce -32.0% 1,900 $81K
Harbor Investment Advisory, LLC 0.01% Reduce -5.7% 1,837 $78K
Cassady Schiller Wealth Management, LLC 0.03% Reduce -21.9% 1,780 $76K
Sunbelt Securities, Inc. 0.01% Add +60.1% 1,687 $72K
Salem Investment Counselors Inc. 0.00% No change 1,658 $70K
City State Bank 0.03% No change 1,614 $69K
Deseret Mutual Benefit Administrators 0.03% No change 1,596 $68K
Rational Advisors, Inc. 0.01% Reduce -3.8% 1,586 $67K
Pin Oak Investment Advisors Inc. 0.06% Add +16.6% 1,548 $66K
Beacon Capital Management, LLC 0.01% Add +9.8% 1,535 $65K
Crewe Advisors LLC 0.01% Add +355.0% 1,506 $64K
Adalta Capital Management LLC 0.03% No change 1,500 $64K
Transcendent Capital Group LLC 0.04% Add +0.7% 1,478 $63K
Mowery & Schoenfeld Wealth Management, LLC 0.08% New 1,373 $58K
Covestor Ltd 0.04% Reduce -19.3% 1,347 $58K
Delta Asset Management LLC 0.01% No change 1,350 $57K
CVA Family Office, LLC 0.01% Add +1.5% 1,329 $56K
Indiana Trust & Investment Management Co 0.02% Add +441.8% 1,322 $56K
Opal Wealth Advisors, LLC 0.02% Reduce -1.2% 1,319 $56K
JNBA Financial Advisors 0.01% No change 1,286 $55K
Mattson Financial Services, LLC 0.02% — 1,262 $54K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 1,220 $52K
AllSquare Wealth Management LLC 0.03% No change 1,200 $51K
Tyler-Stone Wealth Management 0.02% No change 1,200 $51K
Caitlin John, LLC 0.04% Add +0.2% 1,164 $49K
Ofi Invest Asset Management 0.00% Add +7.0% 1,199 $48K
Addison Advisors LLC 0.02% No change 1,100 $47K
First Financial Corp. 0.02% No change 1,042 $44K
Washington Trust Advisors, Inc. 0.00% No change 1,000 $43K
Kimelman & Baird, LLC 0.00% — 1,000 $43K
Albion Financial Group 0.00% No change 1,000 $43K
M&R Capital Management Inc. 0.01% No change 960 $41K
Trust Co 0.01% No change 952 $40K
Planning Capital Management Corp 0.03% Add +0.1% 932 $40K
Fairman Group, LLC 0.04% No change 900 $38K
America First Investment Advisors, LLC 0.01% No change 883 $38K
Carmichael Hill & Associates, Inc. 0.01% No change 850 $36K
Financial Management Professionals, Inc. 0.00% Reduce -22.1% 843 $36K
McIlrath & Eck, LLC 0.01% No change 833 $35K
Caldwell Trust Co 0.00% Reduce -44.2% 832 $35K
Quarry LP 0.02% New 823 $35K
MV Capital Management, Inc. 0.00% Add +5.1% 807 $34K
GHP Investment Advisors, Inc. 0.00% New 800 $34K
FSC Wealth Advisors, LLC 0.03% Add +1.1% 799 $34K
Main Street Group, LTD 0.02% No change 790 $33K
Trivant Custom Portfolio Group, LLC 0.02% No change 775 $33K
Coppell Advisory Solutions LLC 0.01% — 770 $33K
Pingora Partners LLC 0.02% No change 765 $33K
Beaird Harris Wealth Management, LLC 0.00% Add +141.3% 765 $33K
Pinnacle Bancorp, Inc. 0.01% No change 762 $32K
American National Bank & Trust 0.00% No change 751 $32K
St Germain D J Co. Inc. 0.00% No change 751 $32K
Aspire Private Capital, LLC 0.01% Reduce -14.5% 735 $31K
SouthState Bank Corp 0.00% New 731 $31K
WASHINGTON TRUST Co 0.00% Add +40.4% 716 $30K
Western Pacific Wealth Management, LP 0.02% No change 711 $30K
Rise Advisors, LLC 0.02% Add +1.0% 709 $30K
Sittner & Nelson, LLC 0.01% No change 699 $30K
Gables Capital Management Inc. 0.02% No change 690 $29K
Essex Investment Management Co. LLC 0.01% No change 680 $29K
Emfo, LLC 0.03% Reduce -27.0% 675 $29K
Creative Financial Designs Inc. 0.00% Reduce -18.6% 672 $29K
DT Investment Partners, LLC 0.00% No change 670 $28K
Elequin Capital, LP 0.02% New 660 $28K
S.A. Mason LLC 0.01% No change 615 $26K
Gould Capital, LLC 0.02% No change 600 $26K
GW&K Investment Management, LLC 0.00% Add +25.4% 597 $25K
Princeton Global Asset Management LLC 0.01% Add +1.0% 585 $25K
Creekmur Asset Management LLC 0.01% Add +1.3% 556 $24K
Triad Wealth Partners, LLC 0.01% New 551 $23K
WR Wealth Planners, LLC 0.01% Reduce -23.0% 542 $23K
Mark Sheptoff Financial Planning, LLC 0.01% No change 525 $22K
Towne Trust Company, N.A 0.01% No change 519 $22K
LGT Financial Advisors LLC 0.05% Add +325.0% 510 $22K
Altshuler Shaham Ltd 0.00% New 503 $21K
Concord Wealth Partners 0.00% No change 500 $21K
Rosenberg Matthew Hamilton 0.01% Reduce -33.5% 500 $21K
Richard W. Paul & Associates, LLC 0.01% Reduce -18.6% 495 $21K
Financial Avengers, Inc. 0.01% New 485 $21K
Empirical Asset Management, LLC 0.01% New 10,956 $21K
HHM Wealth Advisors, LLC 0.00% Add +73.8% 471 $20K
Mfa Wealth Advisors, LLC 0.00% New 452 $19K
Fortitude Family Office, LLC 0.01% Add +15.6% 451 $19K
HWG Holdings LP 0.01% — 436 $19K
SWS Partners 0.01% New 413 $18K
Guardian Wealth Management, Inc. 0.01% Reduce -8.8% 402 $17K
Birchbrook, Inc. 0.01% No change 400 $17K
Rakuten Securities, Inc. 0.01% No change 391 $17K
Capital Advisors, Ltd. LLC 0.00% Add +2.7% 377 $16K
Old Second National Bank of Aurora 0.00% No change 368 $16K
Brown, Lisle/Cummings, Inc. 0.01% No change 365 $16K
Valued Wealth Advisors LLC 0.01% Add +47.1% 359 $15K
Aspect Partners, LLC 0.01% No change 329 $14K
Trifecta Capital Advisors, LLC 0.00% Add +1039.3% 319 $14K
GPS Wealth Strategies Group, LLC 0.00% Reduce -50.7% 313 $13K
Arlington Trust Co LLC 0.00% No change 306 $13K
Pacific Capital Wealth Advisors, Inc. 0.00% New 279 $12K
Oliver Lagore Vanvalin Investment Group 0.00% Add +23.4% 279 $12K
Private Wealth Management Group, LLC 0.01% No change 274 $12K
Prestige Wealth Management Group LLC 0.00% Reduce -32.8% 272 $12K
Smithfield Trust Co 0.00% Reduce -59.4% 260 $11K
Strategic Financial Concepts, LLC 0.01% New 44,683 $11K
Annapolis Financial Services, LLC 0.00% No change 252 $11K
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 0.03% Reduce -51.0% 250 $11K
Abound Wealth Management 0.00% Reduce -10.8% 247 $11K
Bell Investment Advisors, Inc 0.00% No change 242 $10K
Wetzel Investment Advisors, Inc. 0.01% Reduce -58.1% 258 $10K
Coston, McIsaac & Partners 0.00% No change 250 $10K
Hobbs Group Advisors, LLC 0.00% — 232 $10K
Brown Financial Advisors 0.00% — 220 $9K
Key Financial Inc 0.00% Add +184.4% 219 $9K
Tucker Asset Management LLC 0.00% No change 215 $9K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -47.7% 214 $9K
Tortoise Investment Management, LLC 0.00% No change 214 $9K
Anfield Capital Management, LLC 0.00% New 209 $9K
Friedenthal Financial 0.01% New 208 $9K
Gen-Wealth Partners Inc 0.00% No change 201 $9K
Missouri Trust & Investment Co 0.00% No change 200 $9K
Financial Perspectives, Inc 0.00% No change 200 $9K
Manchester Capital Management LLC 0.00% No change 200 $9K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +5.9% 197 $8K
Sachetta, LLC 0.00% Add +105.3% 195 $8K
Stuart Chaussee & Associates, Inc. 0.00% No change 191 $8K
Carolinas Wealth Consulting LLC 0.00% Add +8.6% 189 $8K
Bangor Savings Bank 0.00% No change 185 $8K
Westside Investment Management, Inc. 0.00% No change 183 $8K
Cranbrook Wealth Management, LLC 0.00% No change 177 $8K
Global Financial Private Client, LLC 0.00% No change 174 $7K
Sandy Spring Bank 0.00% Add +33.6% 171 $7K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 173 $7K
Avion Wealth 0.00% Add +40.0% 175 $7K
PSI Advisors, LLC 0.00% No change 160 $7K
Plante Moran Financial Advisors, LLC 0.00% No change 157 $7K
Semmax Financial Advisors Inc. 0.00% Reduce -91.0% 144 $6K
Motco 0.00% No change 133 $6K
SJS Investment Consulting Inc. 0.00% No change 130 $6K
Valley Wealth Managers, Inc. 0.00% New 130 $6K
Highline Wealth Partners LLC 0.00% New 122 $5K
Glass Jacobson Investment Advisors llc 0.00% No change 122 $5K
Custom Portfolio Group LLC 0.00% No change 120 $5K
Westend Capital Management, LLC 0.00% Reduce -4.8% 118 $5K
TFC Financial Management, Inc. 0.00% No change 112 $5K
Red Tortoise LLC 0.00% No change 106 $5K
ICA Group Wealth Management, LLC 0.00% Reduce -93.9% 100 $4K
Penserra Capital Management LLC 0.00% No change 99 $4K
Glen Eagle Advisors, LLC 0.00% New 93 $4K
Tower View Wealth Management LLC 0.00% No change 92 $4K
Denver PWM, LLC 0.00% New 89 $4K
Fairway Wealth LLC 0.00% New 86 $4K
Frazier Financial Advisors, LLC 0.00% No change 81 $3K
Voisard Asset Management Group, Inc. 0.00% No change 78 $3K
Stone House Investment Management, LLC 0.00% No change 77 $3K
Unique Wealth Strategies, LLC 0.00% New 73 $3K
Redwood Wealth Management Group, LLC 0.00% New 64 $3K
Dunhill Financial, LLC 0.00% Add +62.2% 60 $3K
First United Bank & Trust 0.00% Reduce -71.7% 60 $3K
True Wealth Design, LLC 0.00% Add +45.0% 58 $2K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 57 $2K
Laurel Wealth Advisors LLC 0.00% No change 53 $2K
Atlas Capital Advisors Inc. 0.00% No change 53 $2K
Cornerstone Planning Group LLC 0.00% Add +108.0% 52 $2K
Evermay Wealth Management LLC 0.00% No change 47 $2K
Core Alternative Capital 0.00% No change 46 $2K
Archer Investment Corp 0.00% No change 40 $2K
Abich Financial Wealth Management LLC 0.00% Reduce -99.1% 32 $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
Northwest Capital Management Inc 0.00% No change 25 $1K
Nvwm, LLC 0.00% Add +26.3% 24 $1K
Strengthening Families & Communities, LLC 0.00% New 14 $1K
Lynx Investment Advisory 0.00% — 17 $723
Capstone Investment Advisors, LLC 0.00% New 15 $638
ClariVest Asset Management LLC 0.00% No change 13 $549
Quent Capital, LLC 0.00% No change 12 $510
Cherry Tree Wealth Management, LLC 0.00% No change 12 $489
Iron Horse Wealth Management, LLC 0.00% No change 11 $468
Founders Capital Management 0.00% No change 9 $378
McClarren Financial Advisors, Inc. 0.00% Reduce -97.4% 42 $69

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