Williams CosWMB

13F holders, Q3 2024 (September 30)
1,344holders +35
126new positions
92sold out
8famous investors
$45.72avg. 13F price*

At the end of Q3 2024, 1,344 institutions reported holding Williams Cos Inc. (WMB) in their 13F filings, up 35 from Q2 2024. 126 opened new positions and 92 sold out. The largest holders were Vanguard Group Inc. ($5.9B), BlackRock, Inc. ($4.9B) and State Street Corp. ($3.6B). 8 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions126$231.4M
Exits92$118.3M

All 13F filers, Q2 2024 → Q3 2024: 40,036,059 shares bought and 41,488,807 shares sold, net −1,452,748 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,344 holders

Vanguard Group Inc. 0.11% Add +0.5% 129,347,952 $5.9B
BlackRock, Inc. 0.10% — 106,999,142 $4.9B
State Street Corp. 0.15% Reduce -1.6% 78,218,457 $3.6B
Bank of America Corp. 0.22% Reduce -3.2% 56,242,032 $2.6B
Dodge & Cox 0.96% Reduce -0.7% 37,271,626 $1.7B
Wellington Management Group LLP 0.29% Add +19.0% 35,734,666 $1.6B
Geode Capital Management, LLC 0.11% Add +1.7% 30,722,702 $1.4B
T. Rowe Price Associates Inc. 0.14% Add +14.7% 27,518,601 $1.3B
JPMorgan Chase & Co. 0.10% Reduce -6.1% 25,982,047 $1.2B
Morgan Stanley 0.07% Add +3.0% 20,328,419 $928.0M
Clearbridge Investments, LLC 0.69% Reduce -0.2% 19,282,362 $880.2M
Deutsche Bank AG 0.31% Add +3.0% 16,579,401 $756.8M
Royal Bank of Canada 0.16% Reduce -1.5% 15,962,796 $728.7M
Blackstone Inc. 2.88% Add +22.3% 13,885,350 $633.9M
Northern Trust Corp. 0.10% Reduce -3.4% 13,540,322 $618.1M
Invesco Ltd. 0.12% Reduce -3.7% 13,351,504 $609.5M
Tortoise Capital Advisors, L.L.C. 7.24% Reduce -2.9% 12,308,747 $561.9M
UBS Group AG 0.14% Reduce -4.1% 10,570,573 $482.5M
Goldman Sachs Group Inc. 0.09% Add +10.8% 10,108,202 $461.4M
Bank of New York Mellon Corp 0.08% Reduce -4.4% 9,825,985 $448.6M
Norges Bank 0.06% Add +6.0% 9,486,544 $433.1M
Legal & General Group Plc 0.11% Reduce -3.8% 9,274,127 $423.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% Reduce -0.8% 9,209,457 $420.4M
Dimensional Fund Advisors LP 0.10% Reduce -5.2% 9,145,007 $417.4M
Kayne Anderson Capital Advisors LP 9.76% Reduce -2.2% 8,330,078 $380.3M
Bahl & Gaynor LLC 1.93% Add +6.9% 8,191,510 $373.9M
Neuberger Berman Group LLC 0.28% Reduce -20.7% 7,891,019 $360.2M
Ameriprise Financial Inc. 0.09% Reduce -16.9% 7,715,075 $352.5M
Raymond James & Associates 0.20% Reduce -10.3% 7,348,035 $335.4M
Amundi 0.12% Add +7.6% 6,817,542 $333.7M
Wells Fargo & Company 0.08% Add +0.1% 7,264,169 $331.6M
Charles Schwab Investment Management Inc. 0.06% Add +0.9% 7,239,210 $330.5M
Mackenzie Financial Corp. 0.45% Add +2.2% 7,076,009 $323.0M
American Century Companies Inc. 0.16% Add +0.7% 6,157,078 $281.1M
Jennison Associates LLC 0.17% Reduce -0.2% 6,018,325 $274.7M
Brookfield Corp 1.27% Reduce -17.9% 4,904,893 $223.9M
Stifel Financial Corp. 0.23% Reduce -2.0% 4,843,739 $221.1M
Envestnet Asset Management Inc. 0.07% Reduce -9.1% 4,774,576 $218.0M
Nuveen Asset Management, LLC 0.06% Add +2.3% 4,538,081 $216.2M
Westwood Holdings Group Inc. 1.54% Add +11.9% 4,362,930 $199.2M
Cohen & Steers, Inc. 0.34% Add +21.4% 4,210,605 $192.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.43% Add +8.5% 4,202,079 $191.8M
Swiss National Bank 0.11% Add +0.3% 3,617,300 $165.1M
Janus Henderson Group PLC 0.08% Reduce -0.3% 3,468,826 $158.3M
1832 Asset Management L.P. 0.26% Reduce -0.4% 3,332,298 $152.1M
Eagle Asset Management Inc. 0.77% Reduce -23.6% 2,672,307 $150.5M
Johnson Investment Counsel Inc. 1.47% Reduce -1.7% 3,274,316 $149.5M
Barclays PLC 0.07% Add +3.5% 3,271,141 $149.3M
HSBC Holdings PLC 0.09% Add +15.8% 3,166,830 $144.4M
CI Investments Inc. 0.53% Reduce -5.8% 3,051,837 $139.3M
Castle Hook Partners LP 4.08% Add +31.7% 2,989,278 $136.5M
Sumitomo Mitsui Trust Group, Inc. 0.09% Add +1.4% 2,873,473 $131.2M
Evercore Wealth Management, LLC 1.91% Reduce -2.0% 2,782,978 $127.0M
Bank of Montreal 0.06% Reduce -7.2% 2,788,517 $125.9M
Silvercrest Asset Management Group LLC 0.84% Reduce -3.0% 2,706,958 $123.6M
FMR LLC 0.01% Add +10.1% 2,650,492 $121.0M
Mariner, LLC 0.21% Add +0.8% 2,572,261 $117.4M
California Public Employees Retirement System 0.08% Reduce -0.3% 2,486,971 $113.5M
Equity Investment Corp. 2.62% Reduce -2.0% 2,466,384 $112.6M
LPL Financial LLC 0.05% Reduce -11.6% 2,464,154 $112.5M
Rhumbline Advisers 0.10% Reduce -2.6% 2,442,447 $111.5M
California State Teachers Retirement System 0.13% Add +4.2% 2,417,987 $110.4M
National Pension Service 0.10% Add +17.1% 2,379,577 $108.6M
Capital Advisors Inc. 2.11% Reduce -4.0% 2,308,703 $105.4M
Franklin Resources Inc. 0.03% Reduce -76.8% 2,047,698 $104.5M
Citadel Advisors 0.11% Reduce -11.4% 2,224,483 $101.5M
Prudential Financial Inc. 0.14% Add +133.3% 2,196,830 $100.3M
Energy Income Partners, LLC 2.15% Reduce -5.8% 2,195,173 $100.2M
Federated Hermes, Inc. 0.22% Reduce -43.5% 2,164,027 $98.8M
Bank of Nova Scotia 0.20% Reduce -9.0% 2,135,975 $97.5M
Duff & Phelps Investment Management Co. 1.12% Reduce -0.1% 2,126,055 $97.1M
Chickasaw Capital Management LLC 4.10% Add +26.8% 2,097,941 $95.8M
HighTower Advisors, LLC 0.14% Add +6.0% 2,063,435 $94.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.59% Reduce -0.9% 2,034,336 $92.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.09% Add +8.4% 1,916,733 $87.5M
ClearBridge Investments Ltd 2.15% New 1,877,645 $85.7M
Thompson Siegel & Walmsley LLC 1.24% Reduce -12.2% 1,806,729 $82.5M
Millennium Management 0.07% Add +1818.2% 1,789,886 $81.7M
BNP Paribas Financial Markets 0.08% Add +14.4% 1,742,997 $79.6M
Agf Management Ltd. 0.39% Reduce -3.6% 1,685,634 $76.9M
Truist Financial Corp. 0.12% Reduce -2.2% 1,627,565 $74.3M
Citigroup Inc. 0.07% Add +4.8% 1,595,466 $72.8M
First Financial Bankshares Inc 1.52% Reduce -0.8% 1,579,403 $72.1M
Principal Financial Group Inc. 0.04% Add +2.3% 1,576,165 $72.0M
Ingalls & Snyder LLC 2.81% Reduce -0.4% 1,566,023 $71.5M
Epoch Investment Partners, Inc. 0.31% Reduce -3.0% 1,518,004 $69.3M
Alliancebernstein L.P. 0.02% Add +2.6% 1,488,705 $68.0M
CANADA LIFE ASSURANCE Co 0.12% Add +0.6% 1,474,733 $67.4M
Aberdeen Group plc 0.12% Reduce -0.7% 1,478,004 $67.2M
Aviva PLC 0.17% Add +0.1% 1,401,707 $64.0M
National Bank of Canada 0.08% Add +224.1% 1,334,307 $60.9M
State Board of Administration of Florida Retirement System 0.12% Reduce -2.5% 1,322,209 $60.4M
Manufacturers Life Insurance Company, The 0.05% Add +2.6% 1,306,551 $59.6M
Russell Investments Group, Ltd. 0.08% Add +4.2% 1,232,930 $56.2M
Victory Capital Management Inc. 0.05% Reduce -11.5% 1,193,647 $54.5M
Financial Counselors Inc. 0.80% Reduce -1.1% 1,182,537 $54.0M
Clark Capital Management Group, Inc. 0.36% Add +10027.8% 1,161,663 $53.0M
Allianz Asset Management GmbH 0.08% Add +0.7% 1,136,898 $51.9M
Reaves W H & Co. Inc. 1.42% Reduce -12.7% 1,135,447 $51.8M
Van Lanschot Kempen Investment Management N.V. 0.53% Add +4.7% 1,135,000 $51.8M
Sei Investments Co. 0.07% Add +9.8% 1,132,685 $51.7M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 3.74% Reduce -20.8% 1,111,523 $50.7M
Maryland State Retirement & Pension System 1.05% Reduce -2.7% 1,098,666 $50.2M
Vaughan David Investments LLC 1.10% Add +0.4% 1,046,305 $47.8M
Polaris Capital Management, LLC 2.31% Reduce -3.1% 1,026,000 $46.8M
Exchange Traded Concepts, LLC 1.08% Reduce -0.5% 997,545 $45.5M
Rockefeller Capital Management L.P. 0.12% Add +5.0% 991,999 $45.3M
Janney Montgomery Scott LLC 0.13% Reduce -1.8% 983,252 $44.9M
New York State Teachers Retirement System 0.09% Reduce -2.7% 980,649 $44.8M
Eventide Asset Management, LLC 0.72% Add +4.2% 919,973 $42.0M
Pacer Advisors, Inc. 0.09% Add +10.9% 912,627 $41.7M
Macquarie Group Ltd. 0.04% Add +1.3% 903,910 $41.3M
TCTC Holdings, LLC 1.39% Reduce -0.7% 899,928 $41.1M
State of Wisconsin Investment Board 0.10% Add +22.5% 890,136 $40.6M
Alps Advisors Inc. 0.27% Reduce -2.6% 882,140 $40.3M
SG Americas Securities, LLC 0.15% Add +61.5% 865,538 $39.5M
Recurrent Investment Advisors LLC 3.91% Add +0.2% 860,981 $39.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.04% Add +90.0% 849,601 $38.8M
CapWealth Advisors, LLC 4.24% Reduce -0.6% 849,369 $38.8M
Natixis Advisors, LLC 0.08% Add +10.1% 844,464 $38.5M
Raymond James Financial Services Advisors, Inc. 0.05% Add +0.3% 841,740 $38.4M
CIBC Private Wealth Group LLC 0.07% Reduce -0.2% 837,856 $38.2M
Eagle Global Advisors LLC 1.87% Reduce -1.9% 824,347 $37.6M
Danske Bank A/S 0.12% Reduce -15.0% 820,861 $37.5M
Korea Investment CORP 0.09% Reduce -30.9% 815,949 $37.2M
Cambiar Investors LLC 1.40% Reduce -16.4% 799,268 $36.5M
Crawford Investment Counsel Inc. 0.62% Reduce -0.3% 798,030 $36.4M
Partners Group Holding AG 2.31% Add +44.7% 785,177 $35.8M
Swiss Life Asset Management Ltd 0.40% Add +21.4% 779,502 $35.6M
Pictet Asset Management Holding SA 0.04% Add +3.5% 771,545 $35.2M
Advisors Capital Management, LLC 0.56% Add +0.8% 745,987 $34.1M
Mitsubishi UFJ Trust & Banking Corp 0.07% Reduce -4.7% 713,202 $32.6M
Miller Howard Investments Inc. 1.00% Reduce -17.6% 711,016 $32.5M
TD Asset Management Inc 0.03% Add +8.7% 715,660 $32.3M
Morningstar Investment Services LLC 0.32% Reduce -4.9% 701,768 $31.7M
Guardian Capital LP 1.13% Reduce -0.6% 673,348 $30.7M
Focus Partners Wealth 0.10% Add +2989.7% 663,663 $30.3M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -1.8% 654,166 $29.9M
APG Asset Management N.V. 0.20% Add +7.2% 724,913 $29.7M
New York State Common Retirement Fund 0.04% Reduce -19.5% 638,769 $29.2M
ProShare Advisors LLC 0.07% Add +75.6% 633,170 $28.9M
Cetera Investment Advisers 0.06% Add +2.4% 605,822 $27.7M
River Road Asset Management, LLC 0.36% Reduce -4.3% 601,504 $27.5M
Sanctuary Advisors, LLC 0.17% Add +42.3% 452,739 $27.0M
Corient Private Wealth LP 0.04% Reduce -2.0% 589,110 $26.9M
First Trust Advisors LP 0.03% Reduce -29.1% 586,901 $26.8M
Twin Tree Management, LP 0.62% Add +21.4% 582,556 $26.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.28% Add +115.5% 565,663 $25.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Add +7.3% 551,136 $25.2M
Asset Management One Co., Ltd. 0.09% Add +1.1% 546,481 $24.9M
Brandywine Global Investment Management, LLC 0.17% Reduce -37.3% 481,220 $24.6M
Treasurer of the State of North Carolina 0.10% Add +0.4% 531,912 $24.3M
Ensign Peak Advisors, Inc 0.04% Reduce -2.9% 517,148 $23.6M
Robeco Institutional Asset Management B.V. 0.04% Add +37.5% 493,347 $22.5M
Walnut Private Equity Partners, LLC 13.32% Reduce -0.6% 489,273 $22.4M
Susquehanna International Group, LLP 0.04% Add +44.5% 489,183 $22.3M
Heritage Wealth Advisors 1.03% Add +3.7% 481,952 $22.0M
Comerica Bank 0.08% Reduce -3.7% 469,542 $21.4M
Van Eck Associates Corp. 0.03% Add +5.6% 404,071 $21.1M
Beck Mack & Oliver LLC 0.41% Reduce -3.4% 459,260 $21.0M
Adell Harriman & Carpenter Inc. 1.50% Add +0.8% 452,406 $20.7M
State of New Jersey Common Pension Fund D 0.09% No change 451,618 $20.6M
Adams Natural Resources Fund, Inc. 3.01% Reduce -1.2% 445,350 $20.3M
Public Employees Retirement System of Ohio 0.09% Reduce -4.7% 442,112 $20.2M
Toronto Dominion Bank 0.04% Add +14.9% 437,790 $20.0M
Robertson Opportunity Capital, LLC 7.67% No change 434,882 $19.9M
Resona Asset Management Co.,Ltd. 0.11% Reduce -2.1% 427,621 $19.5M
Wilkins Investment Counsel Inc. 2.67% Reduce -1.4% 423,345 $19.3M
Fractal Investments LLC 3.21% Add +12.6% 416,500 $19.0M
Commonwealth Equity Services, LLC 0.03% Reduce -2.0% 411,808 $18.8M
Baird Financial Group, Inc. 0.04% Add +2.4% 411,576 $18.8M
Varma Mutual Pension Insurance Co 0.15% Reduce -15.6% 354,400 $18.6M
SailingStone Capital Partners LLC 5.75% Reduce -19.7% 400,902 $18.3M
Voya Investment Management LLC 0.02% Reduce -38.6% 389,496 $17.8M
Nomura Asset Management Co. Ltd. 0.06% Add +2.5% 388,123 $17.7M
Nisa Investment Advisors, LLC 0.10% Add +0.3% 387,196 $17.7M
IFM Investors Pty Ltd 0.17% Add +2.6% 386,482 $17.6M
US Bancorp \de 0.02% Reduce -2.7% 385,129 $17.6M
Chicago Partners Investment Group LLC 0.62% Reduce -0.3% 334,956 $17.5M
Cary Street Partners Investment Advisory LLC 0.63% Reduce -0.6% 374,316 $17.1M
Kestra Advisory Services, LLC 0.09% Reduce -8.7% 356,620 $16.3M
Nordea Investment Management AB 0.02% Add +263.8% 357,624 $16.2M
Arizona State Retirement System 0.10% Reduce -1.1% 349,446 $16.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.16% Add +0.1% 346,171 $15.8M
NorthCoast Asset Management LLC 0.11% Add +38.9% 365,154 $15.7M
Storebrand Asset Management As 0.05% Add +3.2% 339,715 $15.5M
Richard C. Young & CO., LTD. 1.67% Add +1.8% 335,694 $15.3M
State of Michigan Retirement System 0.08% Reduce -0.6% 331,921 $15.2M
AXA S.A. 0.04% Add +20.5% 330,349 $15.1M
Spirit of America Management Corp. 2.99% Reduce -7.3% 328,932 $15.0M
Oppenheimer Asset Management Inc. 0.18% Reduce -13.3% 326,159 $14.9M
RR Advisors, LLC 4.03% Reduce -7.3% 320,000 $14.6M
Point72 Europe (London) LLP 1.22% Add +49.3% 317,900 $14.5M
MetLife Investment Management, LLC 0.08% Reduce -2.5% 316,919 $14.5M
Catalyst Capital Advisors LLC 0.32% Reduce -57.8% 309,156 $14.1M
PNC Financial Services Group, Inc. 0.01% Reduce -1.4% 306,377 $14.0M
Corebridge Financial, Inc. 0.07% Reduce -3.1% 305,720 $14.0M
Teachers Retirement System of the State of Kentucky 0.12% Reduce -12.7% 305,610 $14.0M
Greenline Partners, LLC 1.94% Reduce -0.1% 296,606 $13.5M
Natixis 0.08% Add +594.4% 295,391 $13.5M
Ninety One UK Ltd 0.04% New 294,012 $13.4M
Rafferty Asset Management, LLC 0.05% Reduce -4.4% 290,389 $13.3M
R.m.sincerbeaux Capital Management LLC 8.17% No change 288,150 $13.2M
Townsquare Capital LLC 0.16% Reduce -6.0% 286,170 $13.1M
Teamwork Financial Advisors, LLC 1.77% Add +2955.2% 278,974 $12.7M
Hantz Financial Services, Inc. 0.23% Reduce -5.3% 278,840 $12.7M
Heronetta Management, L.P. 7.74% No change 277,377 $12.7M
Oxbow Advisors, LLC 1.29% Reduce -0.6% 277,312 $12.7M
Osaic Holdings, Inc. 0.03% Add +0.1% 274,178 $12.5M
Sit Investment Associates Inc. 0.27% Add +6.7% 268,440 $12.3M
Retirement Systems of Alabama 0.05% Reduce -0.5% 267,642 $12.2M
Mutual of America Capital Management LLC 0.13% Add +1.4% 267,416 $12.2M
Paradiem, LLC 2.81% Add +6.1% 261,101 $11.9M
Gabelli Funds LLC 0.09% Add +22.3% 258,400 $11.8M
Calamos Advisors LLC 0.08% Reduce -2.4% 255,129 $11.6M
DekaBank Deutsche Girozentrale 0.02% Reduce -3.5% 255,493 $11.5M
Private Capital Advisors, Inc. 1.25% Reduce -0.1% 249,213 $11.4M
Czech National Bank 0.11% Add +6.9% 248,309 $11.3M
Sagefield Capital LP 1.22% New 245,226 $11.2M
NewEdge Advisors, LLC 0.07% Add +16.6% 242,147 $11.1M
Amalgamated Bank 0.09% Reduce -1.8% 241,665 $11.0M
CIBC Asset Management Inc 0.04% Reduce -13.0% 240,930 $11.0M
J. Goldman & Co LP 0.48% New 240,823 $11.0M
Prudential PLC 0.06% Add +68.9% 238,330 $10.9M
Great Lakes Retirement, Inc. 1.37% Add +5.7% 234,482 $10.7M
FIL Ltd 0.01% New 233,815 $10.7M
USS Investment Management Ltd 0.08% Add +1.4% 233,808 $10.7M
DNB Asset Management AS 0.05% Add +5.4% 229,333 $10.5M
Infrastructure Capital Advisors, LLC 1.71% Add +542.8% 228,962 $10.5M
Flputnam Investment Management Co. 0.18% Add +1.3% 224,128 $10.2M
CFM Wealth Partners LLC 1.78% Reduce -0.5% 223,656 $10.2M
Crestwood Advisors Group, LLC 0.19% Reduce -3.4% 223,154 $10.2M
Moors & Cabot, Inc. 0.50% Reduce -0.9% 222,256 $10.1M
Wealth Enhancement Advisory Services, LLC 0.02% Add +11.2% 220,101 $10.0M
Jane Street Group, LLC 0.02% Reduce -62.3% 218,704 $10.0M
Brasada Capital Management, LP 1.74% Add +15.2% 210,331 $10.0M
O'shaughnessy Asset Management, LLC 0.09% Add +25.2% 193,170 $9.9M
Mercer Global Advisors Inc. 0.02% Add +84.0% 212,384 $9.8M
TCV Trust & Wealth Management, Inc. 0.87% Reduce -1.8% 213,796 $9.8M
State of Tennessee, Department of Treasury 0.03% Reduce -26.6% 212,531 $9.7M
Public Sector Pension Investment Board 0.05% No change 212,070 $9.7M
ELCO Management Co., LLC 5.22% Reduce -0.2% 211,719 $9.7M
Uniplan Investment Counsel, Inc. 0.85% Reduce -5.6% 209,150 $9.5M
Bessemer Group Inc. 0.02% Add +156.1% 208,443 $9.5M
Weybosset Research & Management LLC 3.20% Add +1.4% 207,219 $9.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Reduce -12.9% 203,357 $9.3M
MML Investors Services, LLC 0.03% Add +21.7% 203,206 $9.3M
Acadian Asset Management LLC 0.03% Add +157.7% 201,624 $9.2M
Utah Retirement Systems 0.10% Add +0.3% 201,198 $9.2M
Creative Planning 0.01% Add +9.9% 199,046 $9.1M
Jackson Hole Capital Partners, LLC 1.86% Reduce -1.9% 195,263 $8.9M
Royal London Asset Management Ltd. 0.02% Add +36.3% 195,037 $8.9M
AlTi Global, Inc. 0.21% Add +70.9% 194,127 $8.9M
Westfield Capital Management Co. LP 0.04% Add +1.7% 191,787 $8.8M
Achmea Investment Management B.V. 0.14% No change 190,199 $8.7M
Wealthfront Advisers LLC 0.03% Add +5.3% 189,893 $8.7M
Estabrook Capital Management 1.29% Reduce -1.3% 189,053 $8.6M
Stokes Capital Advisors, LLC 2.19% Reduce -0.8% 187,442 $8.6M
Merrion Investment Management Co, LLC 5.62% Add +0.0% 186,650 $8.5M
Xponance LLC 0.08% Add +0.3% 186,339 $8.5M
First Eagle Investment Management, LLC 0.02% Reduce -9.7% 186,298 $8.5M
Linscomb Wealth, Inc. 0.42% Reduce -1.0% 186,009 $8.5M
HITE Hedge Asset Management LLC 0.97% New 183,636 $8.4M
Schroder Investment Management Group 0.01% Reduce -6.3% 183,758 $8.3M
Capital Investment Advisors, LLC 0.17% Add +10.0% 181,646 $8.3M
Yousif Capital Management, LLC 0.09% Reduce -0.5% 180,842 $8.3M
Nissay Asset Management Corp. /Japan 0.05% Reduce -7.2% 180,579 $8.2M
New York Life Investment Management LLC 0.08% Reduce -2.9% 180,313 $8.2M
Marex Group Ltd 0.19% New 180,000 $8.2M
Asset Management Advisors, LLC 5.66% Reduce -0.5% 177,662 $8.1M
Horizon Kinetics Asset Management LLC 0.12% Add +23.1% 177,285 $8.1M
Cerity Partners LLC 0.02% Add +24.3% 175,699 $8.0M
Glenmede Trust Co. NA 0.04% Add +0.6% 175,294 $8.0M
QRG Capital Management, Inc. 0.09% Add +330.0% 174,671 $8.0M
O'Brien Greene & Co. Inc 2.44% Reduce -0.5% 171,309 $7.8M
Ausbil Investment Management Ltd 2.68% Reduce -45.4% 170,353 $7.8M
Public Employees Retirement Association of Colorado 0.03% Add +0.0% 170,073 $7.8M
Guggenheim Capital LLC 0.05% Reduce -4.9% 165,879 $7.6M
Annex Advisory Services, LLC 0.24% Add +11.1% 165,414 $7.6M
Cibc World Markets Corp. 0.05% Add +5.3% 165,400 $7.6M
Cresset Asset Management, LLC 0.03% Add +2.4% 163,821 $7.5M
Bogart Wealth, LLC 0.35% Reduce -1.4% 162,021 $7.4M
Beacon Pointe Advisors, LLC 0.09% Add +1.2% 161,835 $7.4M
Blue Zone Wealth Advisors, LLC 2.29% Add +1.9% 161,230 $7.4M
Skylands Capital, LLC 0.97% Reduce -2.4% 156,150 $7.1M
Hourglass Capital, LLC 1.96% Reduce -1.7% 154,300 $7.0M
Daiwa Securities Group Inc. 0.03% Add +4.2% 153,081 $7.0M
Graybill Wealth Management, LTD. 2.59% Add +0.4% 152,961 $7.0M
Trivium Point Advisory, LLC 0.97% Reduce -2.8% 125,575 $7.0M
Balyasny Asset Management L.P. 0.02% New 152,617 $7.0M
Procyon Advisors, LLC 0.47% Reduce -0.2% 151,217 $6.9M
Canal Insurance CO 1.61% No change 150,000 $6.8M
Raymond James Trust N.A. 0.15% Reduce -1.5% 148,354 $6.8M
Cyndeo Wealth Partners, LLC 0.47% Reduce -6.3% 147,810 $6.7M
Atria Investments, Inc 0.08% Reduce -16.5% 146,685 $6.7M
Marshall Wace, LLP 0.01% New 146,362 $6.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +22.8% 146,333 $6.7M
Allspring Global Investments Holdings, LLC 0.01% Add +132.3% 146,247 $6.7M
Gilman Hill Asset Management, LLC 1.11% Reduce -0.2% 145,000 $6.6M
FWL Investment Management, LLC 2.53% Add +3.2% 144,879 $6.6M
Captrust Financial Advisors 0.02% Reduce -9.2% 143,602 $6.6M
Erste Asset Management GmbH 0.08% Reduce -10.3% 145,038 $6.6M
Panagora Asset Management Inc. 0.03% Reduce -0.0% 143,505 $6.6M
Foundations Investment Advisors, LLC 0.14% Add +12.6% 143,017 $6.5M
Horan Capital Advisors, LLC. 2.15% Reduce -1.7% 141,953 $6.5M
State of Alaska, Department of Revenue 0.07% Add +6.8% 141,569 $6.5M
Oppenheimer & Co. Inc. 0.10% Add +1.0% 141,508 $6.5M
Federation des caisses Desjardins du Quebec 0.03% Reduce -3.4% 140,669 $6.4M
Barnett & Company, Inc. 4.16% No change 138,065 $6.3M
Advisors Asset Management, Inc. 0.12% Reduce -19.2% 137,957 $6.3M
Loomis Sayles & Co. L P 0.01% Reduce -7.2% 137,627 $6.3M
Pathstone Holdings, LLC 0.03% Reduce -10.4% 137,623 $6.3M
KBC Group NV 0.02% Reduce -0.6% 135,846 $6.2M
Kinsale Capital Group, Inc. 1.82% Add +16.1% 135,076 $6.2M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -14.3% 134,473 $6.1M
Consolidated Investment Group LLC 0.91% No change 133,500 $6.1M
Woodley Farra Manion Portfolio Management Inc. 0.30% Reduce -0.0% 132,097 $6.0M
Stephens Inc. 0.08% Reduce -4.1% 130,194 $5.9M
GTS Securities LLC 0.12% Reduce -0.9% 130,005 $5.9M
Sandler Capital Management 1.15% Add +24.2% 129,787 $5.9M
Zacks Investment Management 0.05% Add +0.7% 129,056 $5.9M
Morningstar Investment Management LLC 0.58% Reduce -7.6% 114,543 $5.8M
Zions Bancorporation, N.A. 0.42% Reduce -36.7% 127,557 $5.8M
Vanguard Personalized Indexing Management, LLC 0.09% Add +19.2% 126,086 $5.8M
Autumn Glory Partners, LLC 2.21% Add +20.0% 125,697 $5.7M
Elo Mutual Pension Insurance Co 0.12% Add +20.5% 125,579 $5.7M
HUB Investment Partners, LLC 0.25% Add +0.4% 125,211 $5.7M
Harvest Portfolios Group Inc. 0.19% Add +0.6% 124,801 $5.7M
DAVENPORT & Co LLC 0.03% Reduce -27.4% 124,775 $5.7M
Aureus Asset Management, LLC 0.36% Add +6.7% 120,819 $5.5M
Candriam S.C.A. 0.03% Reduce -7.2% 118,653 $5.4M
Dividend Assets Capital, LLC 1.03% Reduce -3.3% 118,460 $5.4M
B. Riley Wealth Advisors, Inc. 0.15% Reduce -29.4% 115,983 $5.3M
Teacher Retirement System of Texas 0.03% Add +44.1% 116,628 $5.3M
Phraction Management LLC 2.02% Reduce -1.9% 115,968 $5.3M
Fourpath Capital Management, LLC 0.97% Add +397.0% 115,216 $5.3M
Compass Wealth Management LLC 1.24% Reduce -4.1% 115,174 $5.3M
Bokf, NA 0.09% Reduce -5.9% 108,663 $5.2M
Orion Porfolio Solutions, LLC 0.05% Add +0.1% 114,747 $5.2M
Orion Portfolio Solutions, LLC 0.05% Add +0.1% 114,747 $5.2M
Signature Wealth Management Group 2.10% Reduce -1.1% 114,537 $5.2M
MassMutual Private Wealth & Trust, FSB 0.15% Reduce -0.1% 114,051 $5.2M
Metis Global Partners, LLC 0.16% Add +18.9% 113,774 $5.2M
Icon Wealth Advisors, LLC 0.43% Reduce -0.7% 112,672 $5.1M
Ossiam 0.10% Add +327.5% 110,997 $5.1M
Thrivent Financial for Lutherans 0.01% Reduce -76.1% 110,232 $5.0M
Central Bank & Trust Co. 0.69% Reduce -10.7% 110,013 $5.0M
PDT Partners, LLC 0.44% New 109,577 $5.0M
Texas Yale Capital Corp. 0.22% Add +27.3% 108,426 $4.9M
Cibc World Market Inc. 0.01% Reduce -0.6% 106,312 $4.9M
Private Advisor Group, LLC 0.03% Add +8.2% 106,170 $4.8M
LBP Am SA 0.07% Reduce -47.7% 106,127 $4.8M
Benjamin Edwards Inc. 0.07% Add +1546.0% 106,098 $4.8M
Quantinno Capital Management LP 0.06% Add +20.5% 105,077 $4.8M
FFT Wealth Management LLC 0.36% Add +1.2% 104,706 $4.8M
Intact Investment Management Inc. 0.16% Add +8.0% 104,600 $4.8M
Oregon Public Employees Retirement Fund 0.09% Reduce -0.3% 104,314 $4.8M
Credit Agricole S A 0.02% Add +4.4% 103,915 $4.7M
Scott & Selber, Inc. 1.47% Reduce -0.4% 103,755 $4.7M
CPC Advisors, LLC 0.70% Add +8.8% 103,644 $4.7M
Fifth Third Bancorp 0.02% Add +2.8% 103,640 $4.7M
Cornerstone Wealth Group, LLC 0.39% Add +36.0% 102,491 $4.7M
Kingsview Wealth Management, LLC 0.10% Reduce -1.4% 101,132 $4.6M
Americana Partners, LLC 0.31% Reduce -3.6% 100,263 $4.6M
Aventail Capital Group, LP 0.27% Reduce -17.6% 100,000 $4.6M
First Bank & Trust 0.86% Reduce -1.8% 99,621 $4.5M
Avantax Advisory Services, Inc. 0.03% Add +3.7% 97,834 $4.5M
Gulf International Bank (UK) Ltd 0.11% Reduce -4.2% 96,403 $4.4M
Advisory Services Network, LLC 0.09% No change 103,275 $4.4M
M&T Bank Corp 0.01% Add +21.4% 95,970 $4.4M
Campbell & CO Investment Adviser LLC 0.32% Add +233.4% 94,676 $4.3M
Miramar Capital, LLC 1.00% New 93,962 $4.3M
NBW Capital LLC 0.81% Reduce -64.8% 93,609 $4.3M
NewEdge Wealth, LLC 0.08% Add +51.1% 93,544 $4.3M
Banque Cantonale Vaudoise 0.17% Add +402.9% 91,983 $4.2M
Morton Community Bank 1.10% Reduce -2.2% 91,875 $4.2M
Steward Partners Investment Advisory, LLC 0.04% Reduce -4.0% 91,379 $4.2M
GS Investments, Inc. 1.85% Reduce -0.0% 90,980 $4.2M
Edgestream Partners, L.P. 0.18% Add +41.5% 89,757 $4.1M
Lee Johnson Capital Management, LLC 2.10% New 89,658 $4.1M
Hennessy Advisors Inc. 0.13% No change 89,652 $4.1M
Argent Trust Co 0.17% Reduce -6.2% 88,993 $4.1M
Occidental Asset Management, LLC 0.65% Add +3.3% 88,594 $4.0M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +25.5% 89,021 $4.0M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -25.1% 86,953 $4.0M
Bartlett & Co. Wealth Management LLC 0.06% Reduce -16.8% 86,621 $4.0M
Roanoke Asset Management Corp./ NY 1.26% Add +0.1% 86,562 $4.0M
Aviso Financial Inc. 0.19% Add +7.8% 86,016 $3.9M
Soviero Asset Management, LP 3.91% Reduce -29.2% 85,000 $3.9M
Kentucky Retirement Systems 0.11% Reduce -7.5% 84,917 $3.9M
AQR Capital Management 0.01% Add +35.3% 86,063 $3.9M
AE Wealth Management LLC 0.03% Reduce -3.8% 83,425 $3.8M
Proquility Private Wealth Partners, LLC 1.22% Reduce -5.6% 83,325 $3.8M
Pinnacle Holdings, LLC 1.68% Add +0.4% 83,008 $3.8M
Peapack Gladstone Financial Corp. 0.05% Add +0.7% 82,301 $3.8M
Empowered Funds, LLC 0.06% Reduce -10.1% 79,547 $3.6M
Arrow Financial Corp 0.33% Reduce -1.3% 79,210 $3.6M
Mizuho Securities USA LLC 0.08% Reduce -15.9% 79,041 $3.6M
Donoghue Forlines LLC 1.03% Add +140.1% 78,912 $3.6M
L & S Advisors Inc 0.42% Add +0.3% 78,548 $3.6M
Capital Analysts, LLC 0.15% Reduce -11.3% 77,987 $3.6M
Inspire Trust Co, N.A. 0.98% Add +16.4% 77,900 $3.6M
Continuum Advisory, LLC 0.45% Add +1.9% 63,518 $3.5M
Man Group plc 0.01% Reduce -31.6% 77,285 $3.5M
D.A. Davidson & Co. 0.03% Add +0.2% 77,208 $3.5M
Shelton Capital Management 0.09% Add +972.5% 77,198 $3.5M
Hartford Investment Management Co. 0.12% Reduce -1.5% 77,172 $3.5M
United Asset Strategies, Inc. 0.32% Reduce -0.9% 76,433 $3.5M
Jackson Wealth Management, LLC 0.42% New 76,395 $3.5M
MADDEN SECURITIES Corp 1.49% No change 75,945 $3.5M
King Luther Capital Management Corp. 0.01% Add +60.6% 75,488 $3.4M
Integrated Wealth Concepts LLC 0.04% Reduce -0.5% 75,317 $3.4M
Horizon Investments, LLC 0.09% Reduce -1.7% 75,295 $3.4M
UniSuper Management Pty Ltd 0.03% Add +3.6% 75,121 $3.4M
Merit Financial Group, LLC 0.08% Reduce -12.0% 74,681 $3.4M
Vectors Research Management, LLC 1.02% Reduce -3.3% 73,770 $3.4M
Illinois Municipal Retirement Fund 0.05% Add +15.2% 73,758 $3.4M
G&S Capital LLC 1.41% Reduce -4.2% 73,415 $3.4M
Wealth Alliance Advisory Group, LLC 0.70% No change 73,109 $3.3M
Drucker Wealth 3.0, LLC 0.80% Add +1.9% 72,560 $3.3M
Ascent Group, LLC 0.25% Reduce -4.6% 72,556 $3.3M
Forte Capital LLC 0.37% Reduce -0.8% 71,075 $3.2M
Tudor Investment Corporation 0.04% New 70,783 $3.2M
Sound View Wealth Advisors Group, LLC 0.26% Add +26.9% 70,606 $3.2M
Barrow Hanley Mewhinney & Strauss LLC 0.01% No change 70,379 $3.2M
&partners 0.06% Add +185.8% 70,019 $3.2M
SL Advisors, LLC 5.75% Add +2.5% 69,974 $3.2M
Alpine Woods Capital Investors, LLC 0.56% Reduce -1.1% 56,071 $3.2M
Commerce Bank 0.02% Add +5.0% 69,511 $3.2M
BNC Wealth Management, LLC 1.16% New 69,231 $3.2M
Louisiana State Employees Retirement System 0.06% Reduce -0.6% 68,600 $3.1M
U.S. Capital Wealth Advisors, LLC 0.11% Add +0.7% 68,578 $3.1M
TD Private Client Wealth LLC 0.09% Reduce -34.0% 67,846 $3.1M
Securian Asset Management, Inc. 0.09% Reduce -3.8% 67,416 $3.1M
Slocum, Gordon & Co LLP 1.23% Reduce -1.0% 66,877 $3.1M
Bleakley Financial Group, LLC 0.09% Reduce -64.6% 66,781 $3.0M
3Chopt Investment Partners, LLC 1.09% Add +0.6% 66,704 $3.0M
Exencial Wealth Advisors, LLC 0.11% Add +0.9% 66,598 $3.0M
Courier Capital LLC 0.21% New 66,137 $3.0M
Mgo One Seven LLC 0.13% Reduce -5.9% 66,071 $3.0M
EagleClaw Capital Managment, LLC 0.50% Reduce -1.6% 65,790 $3.0M
Hennion & Walsh Asset Management, Inc. 0.14% Add +11.0% 64,328 $2.9M
Sumitomo Life Insurance Co. 0.06% Add +17.5% 64,059 $2.9M
Groupama Asset Managment 0.08% Add +37.4% 79,315 $2.9M
Moneta Group Investment Advisors LLC 0.04% Reduce -0.1% 63,164 $2.9M
Axxcess Wealth Management, LLC 0.07% Add +70.1% 62,692 $2.9M
Beach Investment Counsel Inc. 0.35% No change 62,228 $2.8M
Park Avenue Securities LLC 0.03% Add +1.9% 62,159 $2.8M
Profund Advisors LLC 0.11% Reduce -5.4% 61,630 $2.8M
Assetmark, Inc. 0.01% Reduce -10.6% 60,693 $2.8M
Larson Financial Group LLC 0.16% Add +4.4% 60,626 $2.8M
Crossmark Global Holdings, Inc. 0.05% Add +0.9% 60,307 $2.8M
New Mexico Educational Retirement Board 0.09% Reduce -2.8% 59,628 $2.7M
Mediolanum International Funds Ltd 0.04% Reduce -15.2% 59,788 $2.7M
Stock Yards Bank & Trust Co. 0.09% Reduce -21.9% 57,900 $2.6M
Global Retirement Partners, LLC 0.08% Reduce -0.8% 57,840 $2.6M
Vestmark Advisory Solutions, Inc. 0.10% Add +11.1% 57,741 $2.6M
Ethic Inc. 0.07% Add +14.0% 67,019 $2.6M
Brown Advisory Inc. 0.00% Reduce -0.6% 57,099 $2.6M
Cwm, LLC 0.01% Add +0.2% 56,964 $2.6M
Founders Financial Securities LLC 0.24% Add +0.8% 56,696 $2.6M
Transform Wealth, LLC 0.17% Reduce -0.9% 55,970 $2.6M
TKG Advisors, LLC 1.26% Reduce -5.6% 55,927 $2.6M
Csenge Advisory Group 0.13% Add +16.7% 50,483 $2.5M
Kestra Private Wealth Services, LLC 0.05% Add +5.5% 55,807 $2.5M
Qsemble Capital Management, LP 0.47% New 55,734 $2.5M
NEOS Investment Management LLC 0.08% Add +25.8% 55,484 $2.5M
Segall Bryant & Hamill, LLC 0.03% New 55,114 $2.5M
Peoples Bank 1.68% No change 54,809 $2.5M
Pinnacle West Asset Management, Inc. 1.78% Add +0.3% 54,544 $2.5M
Summit Financial, LLC 0.10% Add +638.1% 54,470 $2.5M
First Hawaiian Bank 0.08% Reduce -29.2% 52,973 $2.4M
Intech Investment Management LLC 0.03% Add +47.0% 52,845 $2.4M
Tower Research Capital LLC (TRC) 0.06% Reduce -3.0% 52,799 $2.4M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Add +31.7% 52,397 $2.4M
Brendel Financial Advisors LLC 1.34% Add +0.8% 51,927 $2.4M
Worldquant Millennium Advisors LLC 0.02% No change 51,792 $2.4M
Del-Sette Capital Management, LLC 1.85% Reduce -0.9% 51,783 $2.4M
Vivid Wealth Management, LLC 1.21% New 50,917 $2.3M
Atria Wealth Solutions, Inc. 0.03% Reduce -1.0% 50,670 $2.3M
Linden Thomas Advisory Services, LLC 0.32% Add +16.9% 50,624 $2.3M
Regions Financial Corp. 0.02% Reduce -15.6% 50,581 $2.3M
Monetary Management Group Inc. 0.59% No change 50,250 $2.3M
Choreo, LLC 0.03% Add +16.6% 49,353 $2.3M
Snowden Capital Advisors LLC 0.07% Reduce -10.6% 50,084 $2.3M
Bollard Group LLC 0.06% Add +41.5% 49,846 $2.3M
Vident Advisory, LLC 0.06% Add +30.2% 49,831 $2.3M
Lindbrook Capital, LLC 0.20% Reduce -12.3% 49,818 $2.3M
Providence Capital Advisors, LLC 0.45% Add +1.2% 49,599 $2.3M
Centered Wealth LLC dba Miller Equity Capital Advisors 0.87% No change 48,970 $2.2M
Vestcor Inc 0.07% Reduce -13.7% 48,822 $2.2M
Bell & Brown Wealth Advisors, LLC 0.86% Reduce -1.7% 48,145 $2.2M
B. Metzler seel. Sohn & Co. Holding AG 0.02% — 47,975 $2.2M
B. Metzler seel. Sohn & Co. AG 0.02% Add +11.2% 47,975 $2.2M
Daiichi Life Insurance Co., Ltd. 0.06% Reduce -86.0% 47,711 $2.2M
First Trust Direct Indexing L.P. 0.12% Add +5.2% 47,518 $2.2M
Blair William & Co. 0.01% Reduce -0.6% 47,371 $2.2M
Great Lakes Advisors, LLC 0.02% Add +19.4% 47,306 $2.2M
Lavaca Capital LLC 1.03% No change 47,300 $2.2M
Burney Co./ 0.08% Reduce -3.6% 47,132 $2.2M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -71.5% 47,000 $2.1M
Sterling Capital Management LLC 0.03% — 46,797 $2.1M
Pinnacle Financial Partners Inc 0.04% Add +0.4% 46,297 $2.1M
Nicholas Investment Partners, LP 0.21% New 46,000 $2.1M
Round Rock Advisors LLC 0.49% Reduce -0.8% 45,894 $2.1M
Little House Capital LLC 0.60% Add +36.1% 45,801 $2.1M
Stonegate Investment Group, LLC 0.06% Add +35.6% 45,672 $2.1M
Herbst Group, LLC 1.29% Add +0.9% 45,500 $2.1M
Principal Securities, Inc. 0.05% Add +54.0% 45,041 $2.1M
Intrust Bank NA 0.20% Reduce -1.3% 44,825 $2.0M
Cozad Asset Management Inc. 0.20% Reduce -28.0% 44,775 $2.0M
Assenagon Asset Management S.A. 0.00% Add +36.4% 44,572 $2.0M
Oak Thistle LLC 0.66% New 44,534 $2.0M
Walleye Capital LLC 0.02% Reduce -50.7% 44,277 $2.0M
Norinchukin Bank, The 0.05% Add +8.4% 44,027 $2.0M
Ieq Capital, LLC 0.02% Reduce -14.9% 43,796 $2.0M
Legacy Advisors, LLC 0.22% Add +8.4% 43,746 $2.0M
FourThought Financial Partners, LLC 0.24% Add +6.7% 43,408 $2.0M
Redwood Investment Management, LLC 0.18% Reduce -14.3% 43,712 $2.0M
Eagle Rock Investment Company, LLC 0.33% Reduce -1.3% 42,992 $2.0M
Cadent Capital Advisors, LLC 0.66% Add +0.7% 42,762 $2.0M
ING Groep NV 0.01% Add +10.8% 42,467 $1.9M
Hartford Financial Management Inc. 0.40% Reduce -16.4% 42,368 $1.9M
OMERS ADMINISTRATION Corp 0.02% No change 42,341 $1.9M
Platform Technology Partners 0.61% Reduce -4.5% 42,248 $1.9M
Valley National Advisers Inc. 0.35% Add +1855.8% 42,029 $1.9M
Alaethes Wealth, LLC 0.70% Reduce -3.9% 41,693 $1.9M
Tidal Investments LLC 0.02% Add +0.5% 41,514 $1.9M
Balefire, LLC 0.63% Reduce -0.9% 40,597 $1.9M
Investment Management Corp of Ontario 0.04% Add +48.9% 40,505 $1.8M
Fca Corp. 0.56% No change 40,089 $1.8M
Gilliland Jeter Wealth Management LLC 0.59% Add +0.1% 40,004 $1.8M
Moloney Securities Asset Management, LLC 0.24% Reduce -0.8% 39,350 $1.8M
Renaissance Technologies 0.00% Reduce -96.2% 38,900 $1.8M
Fulton Bank, N.A. 0.07% Reduce -36.6% 38,864 $1.8M
Secure Asset Management, LLC 0.30% Reduce -3.8% 38,810 $1.8M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -0.4% 38,632 $1.8M
Concourse Financial Group Securities, Inc. 0.10% Reduce -3.9% 38,493 $1.8M
Harvest Investment Advisors, LLC 1.19% Add +0.3% 38,301 $1.7M
Payden & Rygel 0.13% Add +7.3% 38,260 $1.7M
Carnegie Lake Advisors LLC 0.69% — 38,232 $1.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +3.9% 37,973 $1.7M
Shell Asset Management Co. 0.08% — 37,702 $1.7M
HighPoint Advisor Group LLC 0.10% Reduce -5.1% 33,234 $1.7M
Argent Advisors, Inc. 0.63% Add +0.4% 37,412 $1.7M
Lido Advisors, LLC 0.01% Reduce -0.0% 37,392 $1.7M
HB Wealth Management, LLC 0.02% Add +6.8% 37,241 $1.7M
Fifth Third Wealth Advisors LLC 0.10% Add +124.2% 37,084 $1.7M
Stablepoint Partners, LLC 0.31% Reduce -5.9% 36,713 $1.7M
Vista Investment Partners LLC 0.54% Reduce -0.1% 36,691 $1.7M
MAI Capital Management 0.02% Reduce -21.7% 36,548 $1.7M
Northwest & Ethical Investments L.P. 0.04% Reduce -5.1% 36,538 $1.7M
Sequoia Financial Advisors, LLC 0.02% Add +50.6% 36,459 $1.7M
Kentucky Retirement Systems Insurance Trust Fund 0.11% Reduce -8.2% 36,089 $1.6M
Adams Asset Advisors, LLC 0.22% No change 35,766 $1.6M
Wealthspire Advisors, LLC 0.02% Add +0.7% 35,726 $1.6M
Waverly Advisors, LLC 0.03% Reduce -3.7% 35,696 $1.6M
Phillips Wealth Planners LLC 1.56% Reduce -13.6% 31,687 $1.6M
Point Windward Advisors Inc. 0.62% Reduce -3.6% 35,600 $1.6M
Basso Capital Management, L.P. 1.49% No change 35,500 $1.6M
Tokio Marine Asset Management Co. Ltd. 0.07% Add +3.8% 35,494 $1.6M
Genesee Capital Advisors, LLC 0.78% Reduce -7.3% 35,361 $1.6M
Lake Street Advisors Group, LLC 0.07% Reduce -66.7% 35,171 $1.6M
NJ State Employees Deferred Compensation Plan 0.19% No change 35,000 $1.6M
Dudley Capital Management, LLC 0.84% Add +0.1% 34,970 $1.6M
Harbor Capital Advisors, Inc. 0.07% Add +0.5% 34,788 $1.6M
Twin City Private Wealth, LLC 1.37% Add +1.1% 34,564 $1.6M
Meeder Advisory Services, Inc. 0.10% Reduce -0.7% 34,428 $1.6M
Jones Financial Companies LLLP 0.00% Add +368.9% 34,603 $1.6M
Elevation Point Wealth Partners, LLC 0.15% Reduce -9.4% 34,206 $1.6M
Brown Brothers Harriman & Co. 0.01% Add +52.8% 34,009 $1.6M
Accordant Advisory Group Inc 1.72% Reduce -0.1% 33,981 $1.6M
Caprock Group, LLC 0.06% Add +160.4% 33,960 $1.6M
First County Bank 0.75% Reduce -23.4% 33,198 $1.5M
Transatlantique Private Wealth LLC 0.58% Reduce -2.8% 33,164 $1.5M
Squarepoint Ops LLC 0.01% Reduce -0.6% 32,817 $1.5M
GoalVest Advisory LLC 0.43% Add +3.1% 32,741 $1.5M
Meiji Yasuda Asset Management Co Ltd. 0.06% Add +4.7% 32,656 $1.5M
Oddo BHF Asset Management Sas 0.07% — 32,460 $1.5M
Wealth Alliance, LLC 0.18% Reduce -27.6% 32,357 $1.5M
Williams Jones Wealth Management, LLC. 0.02% Reduce -0.7% 32,182 $1.5M
Apollon Wealth Management, LLC 0.04% Add +6.3% 32,120 $1.5M
Parcion Private Wealth LLC 0.12% New 32,087 $1.5M
Florida Trust Wealth Management Co 0.05% Reduce -1.9% 31,794 $1.5M
D. E. Shaw & Co. 0.00% Reduce -84.4% 31,733 $1.4M
iA Global Asset Management Inc. 0.03% Add +90.4% 31,669 $1.4M
TrueWealth Advisors, LLC 0.48% Add +29.4% 31,243 $1.4M
GAMMA Investing LLC 0.14% Add +30.0% 31,089 $1.4M
Baker Tilly Wealth Management, LLC 0.63% Add +11.4% 30,996 $1.4M
Stratos Wealth Partners, LTD. 0.02% Add +61.5% 30,817 $1.4M
AMG National Trust Bank 0.04% Add +1.0% 30,627 $1.4M
Fidelis Capital Partners, LLC 0.17% Add +1.5% 26,625 $1.4M
United Services Automobile Association 0.04% Reduce -18.8% 30,356 $1.4M
Buckley Wealth Management, LLC 0.42% Add +0.3% 30,130 $1.4M
Wedbush Securities Inc. 0.05% Reduce -44.5% 30,035 $1.4M
Wilmington Savings Fund Society, FSB 0.02% New 29,493 $1.3M
Level Four Advisory Services, LLC 0.06% Reduce -10.0% 25,479 $1.3M
Norden Group LLC 0.16% Add +33.6% 29,144 $1.3M
Interval Partners, LP 0.04% Reduce -57.5% 29,095 $1.3M
Uncommon Cents Investing LLC 0.37% Add +3.2% 28,975 $1.3M
Hilltop Holdings Inc. 0.09% Add +61.1% 28,956 $1.3M
Sigma Planning Corp 0.04% Add +3.0% 28,922 $1.3M
CNB Bank 0.60% Reduce -15.6% 28,559 $1.3M
Concurrent Investment Advisors, LLC 0.04% Add +57.1% 28,549 $1.3M
Trust Co. of Oklahoma 0.42% Reduce -8.8% 28,485 $1.3M
Patten Group, Inc. 0.29% Add +5.2% 28,441 $1.3M
KCM Investment Advisors LLC 0.04% Reduce -0.5% 28,391 $1.3M
Centre Asset Management, LLC 0.28% Reduce -4.7% 28,165 $1.3M
Segment Wealth Management, LLC 0.09% Add +1.7% 27,892 $1.3M
Nicholas Hoffman & Company, LLC. 0.05% Reduce -0.7% 27,330 $1.2M
Signaturefd, LLC 0.02% Add +6.7% 27,203 $1.2M
MTM Investment Management, LLC 0.48% No change 24,983 $1.2M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.19% Add +62.6% 27,077 $1.2M
Diversify Advisory Services, LLC 0.07% Add +0.5% 23,515 $1.2M
Empirical Finance, LLC 0.07% Add +5.6% 26,907 $1.2M
Conning Inc. 0.04% Add +23.8% 26,666 $1.2M
Ballentine Partners, LLC 0.02% Add +6.8% 26,650 $1.2M
Geneos Wealth Management Inc. 0.05% Add +22.0% 26,204 $1.2M
Walleye Trading LLC 0.03% Reduce -95.0% 26,147 $1.2M
Ausdal Financial Partners, Inc. 0.12% Add +7.8% 26,074 $1.2M
Prosperity Consulting Group, LLC 0.09% New 25,722 $1.2M
Mesirow Financial Investment Management, Inc. 0.02% Add +127.1% 25,712 $1.2M
Evergreen Capital Management LLC 0.04% Reduce -0.3% 25,605 $1.2M
Castleark Management LLC 0.05% No change 25,570 $1.2M
Forum Financial Management, LP 0.02% Add +0.1% 25,483 $1.2M
Dakota Wealth Management 0.03% Reduce -3.9% 25,400 $1.2M
Harbour Trust & Investment Management Co 0.13% No change 25,294 $1.2M
Edmonds Duncan Registered Investment Advisors, LLC 0.25% Add +0.0% 25,281 $1.2M
My Legacy Advisors, LLC 0.45% Reduce -15.5% 25,218 $1.2M
IPG Investment Advisors LLC 0.25% New 25,117 $1.1M
Huntington National Bank 0.01% Add +29.7% 25,091 $1.1M
Independence Bank of Kentucky 0.25% Add +20.4% 25,045 $1.1M
RBF Capital, LLC 0.06% No change 25,000 $1.1M
CreativeOne Wealth, LLC 0.04% Add +103.1% 24,915 $1.1M
Legacy Capital Wealth Partners, LLC 0.23% Reduce -0.9% 24,904 $1.1M
Portside Wealth Group, LLC 0.19% Reduce -13.7% 24,859 $1.1M
Meiji Yasuda Life Insurance Co 0.02% Reduce -2.0% 24,618 $1.1M
Marcum Wealth, LLC 0.10% Reduce -6.0% 24,595 $1.1M
Northeast Investment Management 0.05% No change 24,557 $1.1M
Hedges Asset Management LLC 0.74% No change 24,400 $1.1M
Prossimo Advisors, LLC 0.81% Add +3.8% 24,365 $1.1M
Pinion Investment Advisors, LLC 0.46% Add +2.3% 24,259 $1.1M
Cannell & Spears LLC 0.02% No change 24,100 $1.1M
Viawealth, LLC 0.64% No change 24,013 $1.1M
North Star Investment Management Corp. 0.08% Add +1.3% 23,789 $1.1M
New Hampshire Trust 0.23% Reduce -0.4% 23,665 $1.1M
Verdence Capital Advisors LLC 0.09% Reduce -36.8% 23,444 $1.1M
Raleigh Capital Management Inc. 0.41% Reduce -43.9% 23,133 $1.1M
Essex Financial Services, Inc. 0.08% Reduce -5.4% 20,100 $1.1M
V-Square Quantitative Management LLC 0.15% Add +8.2% 22,829 $1.0M
Venturi Wealth Management, LLC 0.05% Reduce -2.9% 22,562 $1.0M
Coldstream Capital Management Inc. 0.02% Add +14.5% 22,111 $1.0M
Allworth Financial LP 0.01% Reduce -40.2% 22,468 $1.0M
Checchi Capital Advisers, LLC 0.08% Reduce -0.3% 22,456 $1.0M
First Trust Investment Solutions L.P. 0.12% Add +23.4% 22,413 $1.0M
Laird Norton Wetherby Wealth Management, LLC 0.05% Reduce -2.5% 22,343 $1.0M
Frank, Rimerman Advisors LLC 0.07% Add +30.3% 22,043 $1.0M
Kennebec Savings Bank 0.99% — 21,988 $1.0M
Advisor OS, LLC 0.10% Add +3.2% 21,924 $1.0M
Keybank National Association 0.00% Add +17.3% 21,907 $1.0M
Kestra Investment Management, LLC 0.04% New 21,899 $1000K
Schulhoff & Co. Inc. 0.42% Reduce -0.6% 17,783 $996K
Scotia Capital Inc. 0.01% Reduce -5.2% 21,783 $994K
Pullen Investment Management, LLC 0.73% Reduce -0.1% 21,746 $993K
Qtron Investments LLC 0.14% Add +139.4% 21,730 $992K
Vontobel Holding Ltd. 0.00% Add +1.6% 21,590 $986K
Ferguson Wellman Capital Management, Inc. 0.02% Reduce 0.0% 21,583 $985K
Nations Financial Group Inc, /Ia/ 0.07% Add +44.0% 21,494 $981K
Greenleaf Trust 0.01% Reduce -2.4% 21,425 $978K
WCG Wealth Advisors LLC 0.07% Add +11.3% 21,423 $978K
Kingswood Wealth Advisors, LLC 0.07% Add +5.4% 21,249 $970K
Marino, Stram & Associates LLC 0.22% Add +0.2% 21,171 $966K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.27% Add +6.8% 21,090 $963K
OneDigital Investment Advisors LLC 0.01% Add +64.6% 21,043 $961K
Mangrove Partners Im, LLC 0.09% New 20,966 $957K
Dana Investment Advisors, Inc. 0.03% No change 20,892 $954K
Wedmont Private Capital 0.05% Add +3.9% 19,192 $953K
Meeder Asset Management Inc. 0.06% No change 20,880 $953K
Invst, LLC 0.12% Reduce -8.0% 20,860 $952K
Mosley Wealth Management 0.64% Add +7.9% 18,089 $941K
Verition Fund Management LLC 0.01% Add +76.3% 20,557 $938K
Quotient Wealth Partners, LLC 0.03% Reduce -7.8% 20,543 $938K
Independent Financial Group, LLC 0.03% Reduce -4.7% 20,481 $935K
Nicholas Company, Inc. 0.01% No change 20,248 $924K
Pointe Capital Management LLC 0.54% No change 20,223 $923K
Quadrant Capital Group LLC 0.06% Add +2.8% 20,196 $922K
United Capital Financial Advisors, LLC 0.01% Reduce -1.1% 20,159 $920K
Aspen Investment Management Inc 0.43% Add +0.8% 20,094 $917K
PFG Investments, LLC 0.06% Add +7.8% 20,086 $917K
Penbrook Management LLC 0.59% Reduce -9.9% 20,030 $914K
Arkadios Wealth Advisors 0.05% Add +228.2% 20,003 $913K
Monetta Financial Services Inc. 0.78% New 20,000 $913K
Outfitters Financial LLC 0.75% No change 20,000 $913K
West Paces Advisors Inc. 0.22% Add +9.4% 19,977 $912K
Farther Finance Advisors, LLC 0.03% Add +6.8% 19,896 $908K
Mitchell & Pahl Private Wealth, LLC 0.42% Reduce -1.6% 19,821 $905K
Inscription Capital, LLC 0.13% Reduce -8.3% 19,807 $904K
Amova Asset Management Americas, Inc. 0.01% Reduce -30.4% 19,761 $902K
First Commonwealth Financial Corp 0.22% Add +1.7% 19,747 $901K
Cornerstone Advisors, LLC 0.04% No change 19,700 $899K
Synovus Financial Corp. 0.01% Add +48.8% 19,533 $892K
SageView Advisory Group, LLC 0.04% Reduce -32.4% 19,336 $883K
Waterloo Capital, L.P. 0.10% Reduce -13.6% 19,304 $881K
Diligent Investors, LLC 0.20% Add +0.0% 19,289 $881K
Steel Grove Capital Advisors, LLC 0.12% No change 19,475 $879K
Axiom Advisory, LLC 0.01% Add +2.6% 19,907 $876K
Freedom Day Solutions, LLC 0.27% Add +2.1% 19,055 $870K
SteelPeak Wealth, LLC 0.04% Reduce -1.5% 18,806 $858K
Realta Investment Advisors 0.39% Add +13.9% 16,731 $854K
Bank & Trust Co 0.69% No change 18,671 $852K
CENTRAL TRUST Co 0.02% Reduce -9.2% 18,637 $851K
Fernwood Investment Management, LLC 0.28% Reduce -2.0% 18,614 $850K
Sterneck Capital Management, LLC 0.46% Reduce -7.0% 18,610 $850K
Ignite Planners, LLC 0.19% Reduce -2.3% 18,588 $849K
Smartleaf Asset Management LLC 0.10% Add +26.2% 18,788 $848K
Thoroughbred Financial Services, LLC 0.05% Add +0.3% 18,562 $847K
D.B. Root & Company, LLC 0.28% Reduce -19.3% 18,464 $843K
GM Advisory Group, LLC 0.05% Add +20.6% 18,409 $840K
Lombard Odier Asset Management (Switzerland) SA 0.07% Add +27.9% 18,334 $837K
Beam Wealth Advisors, Inc. 0.25% Reduce -2.9% 18,321 $836K
Boothbay Fund Management, LLC 0.03% New 18,267 $834K
BlackDiamond Wealth Management, LLC 0.50% Reduce -18.2% 14,634 $830K
Farmers & Merchants Investments Inc. 0.03% Reduce -14.2% 18,139 $828K
Shepherd Financial Partners LLC 0.10% New 18,124 $827K
Everpar Advisors LLC 0.43% Reduce -17.6% 18,124 $827K
Dearborn Partners LLC 0.03% Add +1.1% 18,111 $827K
Fort Washington Investment Advisors Inc. 0.00% Reduce -50.0% 17,802 $813K
IHT Wealth Management, LLC 0.02% Add +24.4% 17,701 $811K
EP Wealth Advisors, LLC 0.01% Add +52.5% 17,706 $808K
Equitable Holdings, Inc. 0.01% Add +9.2% 17,666 $806K
Hollencrest Capital Management 0.03% Add +0.1% 17,643 $805K
RNC Capital Management LLC 0.04% No change 18,910 $804K
Diversify Wealth Management, LLC 0.08% Reduce -29.3% 15,364 $803K
Citizens Financial Group Inc. 0.02% Add +35.0% 17,542 $801K
Register Financial Advisors LLC 0.41% Add +0.1% 17,533 $800K
Avidian Wealth Enterprises, LLC 0.04% Add +3.1% 17,395 $794K
Premier Path Wealth Partners, LLC 0.12% Add +0.0% 17,349 $792K
Dynamic Advisor Solutions LLC 0.02% Reduce -7.6% 17,222 $786K
M&G PLC 0.00% Reduce -24.2% 17,087 $786K
Carson Advisory Inc. 0.49% Add +0.7% 16,975 $775K
Nomura Holdings Inc. 0.01% Add +225.0% 16,951 $774K
Diversified Trust Co. 0.02% Add +31.3% 16,886 $771K
Pitcairn Co. 0.05% Reduce -10.1% 16,881 $771K
Magnus Financial Group LLC 0.08% Add +0.1% 16,863 $770K
Savant Capital, LLC 0.01% Add +8.2% 16,789 $766K
Prudent Man Advisors, LLC 0.25% Reduce -17.1% 16,701 $762K
Sompo Asset Management Co., Ltd. 0.12% Add +10.1% 16,630 $759K
TCW Group Inc. 0.01% Reduce -2.3% 16,625 $759K
IRON Financial LLC 0.41% Add +210.1% 16,616 $759K
HF Advisory Group, LLC 0.35% Reduce -3.7% 16,599 $758K
Easterly Investment Partners LLC 0.06% Add +0.0% 16,566 $756K
Veracity Capital LLC 0.29% Add +0.4% 16,469 $752K
Lanark Financial, Inc. 0.06% Reduce -6.7% 16,372 $747K
Patriot Financial Group Insurance Agency, LLC 0.10% Add +5.1% 16,262 $742K
Ascentis Independent Advisors 0.12% Reduce -5.3% 16,162 $738K
Sheaff Brock Investment Advisors, LLC 0.06% Add +0.9% 16,126 $736K
Fayez Sarofim & Co 0.00% No change 16,085 $734K
Mirador Capital Partners LP 0.13% Reduce -2.0% 16,048 $733K
Sfmg, LLC 0.06% No change 16,044 $732K
Sage Mountain Advisors LLC 0.06% Add +77.6% 15,913 $726K
44 Wealth Management LLC 0.26% — 13,869 $725K
First Manhattan Co. Llc. 0.00% Add +10.3% 15,815 $722K
Siemens Fonds Invest GmbH 0.06% Add +15.5% 15,687 $716K
Chesapeake Asset Management LLC 0.62% Add +20.9% 15,681 $716K
LGT Group Foundation 0.01% Reduce -27.4% 14,870 $708K
Strategy Asset Managers LLC 0.13% New 15,384 $702K
Country Club Bank 0.05% Reduce -1.4% 15,512 $701K
Scissortail Wealth Management, LLC 0.17% Reduce -99.9% 16 $699K
Zega Financial, LLC 0.23% New 15,211 $694K
Whitaker-Myers Wealth Managers, LTD. 0.23% Add +57.7% 15,195 $694K
Everett Harris & Co. 0.01% No change 15,175 $693K
1620 Investment Advisors, Inc. 0.51% Reduce -0.1% 15,087 $689K
Voya Financial Advisors, Inc. 0.07% Reduce -7.4% 15,175 $685K
Aquila Investment Management LLC 0.76% No change 15,000 $685K
Lummis Asset Management, LP 0.78% Add +3.4% 14,628 $668K
Quantum Portfolio Management LLC 0.36% Add +87.7% 14,571 $665K
Graypoint LLC 0.04% Add +6.8% 14,497 $662K
Curi Capital, LLC 0.01% Add +1.0% 14,326 $654K
Legacy Financial Group, Inc. 0.22% Reduce -9.5% 12,447 $652K
Rwa Wealth Partners, LLC 0.01% Add +0.6% 14,277 $652K
UMB Bank, n.a. 0.01% Add +3.2% 14,255 $651K
CoreCap Advisors, LLC 0.03% New 14,181 $647K
Atlanta Consulting Group Advisors, LLC 0.16% New 14,175 $647K
Independent Advisor Alliance 0.02% Add +17.6% 14,094 $643K
One Capital Management, LLC 0.02% Add +0.1% 14,047 $641K
Everhart Financial Group, Inc. 0.14% Add +19.6% 13,970 $638K
Gibbs Wealth Management 0.21% Reduce -9.3% 13,966 $638K
Visionary Wealth Advisors 0.04% Reduce -1.0% 13,946 $637K
Trajan Wealth LLC 0.04% Reduce -1.1% 13,849 $632K
Presima Securities ULC 0.14% No change 13,800 $630K
Prospera Financial Services Inc 0.02% Add +7.2% 13,714 $626K
Palisade Asset Management, LLC 0.06% Add +4.5% 13,571 $620K
Evoke Wealth, LLC 0.02% New 13,548 $618K
Addis & Hill, Inc 0.47% No change 13,542 $618K
Caldwell Sutter Capital, Inc. 0.29% Reduce -3.6% 13,517 $617K
Smith, Moore & Co. 0.06% Add +57.1% 13,474 $615K
Transcend Capital Advisors, LLC 0.04% Add +1.3% 13,337 $609K
Centaurus Financial, Inc. 0.04% Add +0.2% 13,323 $608K
Grove Bank & Trust 0.09% Reduce -12.8% 13,186 $602K
Bridges Investment Management Inc. 0.01% Reduce -55.2% 13,147 $600K
Mraz, Amerine & Associates, Inc. 0.11% Reduce -0.8% 13,056 $596K
Beese Fulmer Investment Management, Inc. 0.05% No change 12,900 $589K
Private Trust Co. NA 0.06% Reduce -5.8% 12,830 $586K
Seelaus Asset Management LLC 0.55% Reduce -9.2% 12,815 $585K
Hilltop National Bank 0.18% Reduce -8.4% 12,807 $585K
Twinbeech Capital LP 0.01% New 12,622 $576K
Cigna Investments Inc. 0.10% Reduce -1.4% 12,555 $573K
Chapin Davis, Inc. 0.18% Reduce -7.4% 12,505 $571K
Rehmann Capital Advisory Group 0.04% Add +4.5% 12,427 $567K
Vise Technologies, Inc. 0.07% Add +11.6% 12,364 $564K
Aptus Capital Advisors, LLC 0.01% Add +4.2% 12,357 $564K
Ameritas Investment Partners, Inc. 0.02% Reduce -3.7% 12,346 $564K
Howard Capital Management, LLC 0.01% New 12,321 $562K
ExodusPoint Capital Management, LP 0.01% Reduce -99.0% 12,304 $562K
Compound Planning, Inc. 0.04% Add +34.0% 12,301 $562K
Madison Park Capital Advisors, LLC 0.42% No change 12,300 $561K
BLB&B Advisors, LLC 0.03% Reduce -6.0% 12,268 $560K
Blue Trust, Inc. 0.01% Add +6.7% 13,159 $559K
FineMark National Bank & Trust 0.02% Reduce -1.8% 12,216 $558K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% Add +477.5% 12,215 $557K
Stableford Capital II LLC 0.22% No change 11,042 $557K
Summit Trail Advisors, LLC 0.01% Reduce -8.6% 12,174 $556K
Clearstead Advisors, LLC 0.01% Add +1.9% 12,094 $552K
Brookstone Capital Management 0.01% Add +38.0% 12,082 $552K
Clear Creek Financial Management, LLC 0.06% Reduce -0.4% 12,052 $550K
Central Pacific Bank - Trust Division 0.07% Reduce -1.6% 12,000 $548K
Horan Securities, Inc. 0.21% Reduce -3.1% 11,999 $548K
Pacifica Partners Inc. 0.23% Reduce -0.1% 11,976 $547K
Parallel Advisors, LLC 0.01% Add +11.0% 11,945 $545K
World Investment Advisors 0.02% New 11,929 $545K
Birch Capital Management, LLC 0.27% No change 11,926 $544K
HBK Sorce Advisory LLC 0.02% Reduce -8.6% 11,884 $543K
Prime Capital Investment Advisors, LLC 0.01% Add +6.9% 11,829 $540K
Opus Capital Group, LLC 0.07% Add +4.5% 11,770 $537K
Mitchell McLeod Pugh & Williams Inc. 0.11% No change 11,554 $527K
Los Angeles Capital Management LLC 0.00% No change 11,525 $526K
Insigneo Advisory Services, LLC 0.05% Reduce -6.1% 11,434 $522K
Financial Advocates Investment Management 0.03% Reduce -16.3% 11,396 $520K
Gradient Investments LLC 0.01% Reduce -0.9% 11,391 $520K
Wellington Shields & Co., LLC 0.16% No change 11,274 $515K
Cahill Financial Advisors Inc. 0.07% Reduce -7.1% 11,264 $514K
High Net Worth Advisory Group LLC 0.14% No change 11,238 $513K
Patten & Patten Inc. 0.03% Reduce -15.3% 11,095 $506K
OneAscent Financial Services LLC 0.36% New 11,075 $506K
West Michigan Advisors, LLC 0.15% Reduce -12.2% 11,080 $506K
Dark Forest Capital Management LP 0.06% New 10,997 $502K
Cullen/Frost Bankers, Inc. 0.01% Add +10.7% 10,944 $500K
Moody LYNN Lieberson & Walker, LLC 0.03% No change 10,904 $498K
Adirondack Trust Co. 0.19% Reduce -0.4% 10,889 $497K
Sowell Financial Services LLC 0.02% Reduce -6.9% 10,886 $497K
Wealth Management Associates, Inc. 0.22% Add +1.9% 10,884 $497K
Augustine Asset Management Inc. 0.17% Reduce -1.2% 10,877 $497K
Syon Capital LLC 0.04% Reduce -0.9% 10,840 $495K
Founders Financial Alliance, LLC 0.14% Add +0.1% 10,840 $495K
TD Waterhouse Canada Inc. 0.00% Add +181.0% 10,640 $493K
Hexagon Capital Partners LLC 0.10% Reduce -7.8% 10,760 $491K
Lee Financial Co 0.07% Add +38.5% 10,719 $489K
First National Trust Co 0.02% Reduce -7.9% 10,704 $489K
Perigon Wealth Management, LLC 0.01% New 10,695 $488K
Edge Capital Group, LLC 0.02% Reduce -3.1% 10,619 $485K
O'Keefe Stevens Advisory, Inc. 0.15% Add +43.3% 10,603 $484K
First Citizens Bank & Trust Co. 0.01% Reduce -5.3% 10,578 $483K
Keel Point, LLC 0.04% Add +2.7% 10,527 $481K
Berger Financial Group, Inc 0.03% New 10,486 $479K
Wallace Advisory Group, LLC 0.35% Reduce -3.1% 11,149 $474K
Montag A & Associates Inc. 0.02% Add +26.5% 10,365 $473K
J.W. Cole Advisors, Inc. 0.02% Add +10.1% 10,237 $467K
Westover Capital Advisors, LLC 0.09% No change 10,200 $466K
OneAscent Wealth Management LLC 0.18% New 10,193 $465K
Bradley Foster & Sargent Inc. 0.01% Add +2.6% 10,046 $459K
Integrated Advisors Network LLC 0.02% Add +0.8% 10,030 $458K
Lake Street Private Wealth, LLC 0.07% Reduce -3.5% 10,008 $457K
Sapient Capital LLC 0.01% No change 10,008 $457K
Harbor Advisors LLC 0.08% No change 10,000 $457K
Stockman Wealth Management, Inc. 0.07% Reduce -0.2% 10,000 $457K
Community Bank, N.A. 0.06% No change 10,000 $457K
Chesley Taft & Associates LLC 0.02% No change 10,000 $457K
Argent Financial Group, Inc. 0.05% — 9,933 $453K
Catalyst Financial Partners LLC 0.09% Add +0.3% 9,921 $453K
Waldron Private Wealth LLC 0.02% Add +34.6% 9,909 $452K
Sonora Investment Management Group, LLC 0.03% Reduce -1.7% 9,896 $452K
Northstar Advisory Group, LLC 0.23% New 9,838 $449K
Equitable Trust Co. 0.03% No change 9,815 $448K
Gentry Private Wealth, LLC 0.37% Reduce -0.9% 9,784 $447K
Sage Capital Management, LLC 0.21% Add +1.0% 9,770 $446K
Asahi Life Asset Management Co., LTD. 0.27% New 9,740 $445K
Brighton Jones LLC 0.02% Reduce -4.8% 9,711 $443K
SeaCrest Wealth Management, LLC 0.05% Add +25.6% 9,709 $443K
First Foundation Advisors 0.02% Reduce -10.1% 9,598 $438K
Sierra Summit Advisors LLC 0.10% No change 9,483 $433K
Dakota Community Bank & Trust NA 2.17% Reduce -2.1% 9,459 $432K
Tritonpoint Wealth, LLC 0.04% Add +2.0% 9,520 $430K
Garner Asset Management Corp 0.15% No change 9,350 $427K
Mather Group, Llc. 0.01% Reduce -23.6% 9,340 $426K
Jag Capital Management, LLC 0.05% Add +24.0% 9,310 $425K
Promethium Advisors,llc 0.30% — 9,275 $423K
Precedent Wealth Partners, LLC 0.14% Add +8.5% 9,269 $423K
Cypress Wealth Services, LLC 0.09% Add +1.8% 9,260 $423K
Arete Wealth Advisors, LLC 0.04% Add +0.7% 9,244 $422K
Ritholtz Wealth Management 0.01% Add +5.8% 9,203 $420K
Values First Advisors, Inc. 0.23% Add +4.6% 9,198 $420K
Ariston Services Group 0.37% No change 9,187 $419K
NorthRock Partners, LLC 0.01% Add +4.5% 9,162 $418K
Schechter Investment Advisors, LLC 0.03% Add +8.7% 9,133 $417K
Astoria Portfolio Advisors LLC. 0.14% Add +0.4% 8,259 $417K
West Family Investments, Inc. 0.14% Add +8.0% 9,126 $417K
FAS Wealth Partners, Inc. 0.03% Reduce -3.8% 9,033 $412K
Investors Asset Management of Georgia Inc. /Ga/ 0.19% Add +0.1% 8,990 $410K
Flagship Harbor Advisors, LLC 0.02% Add +68.5% 8,981 $410K
Pine Valley Investments Ltd Liability Co 0.03% Add +1.1% 8,943 $408K
Clarius Group, LLC 0.03% Reduce -2.7% 8,944 $407K
Cadence Bank 0.03% Add +14.1% 8,905 $407K
Cooke & Bieler LP 0.00% Reduce -99.6% 8,888 $406K
Avantax Planning Partners, Inc. 0.01% Reduce -12.1% 8,865 $405K
Defined Wealth Management, LLC 0.26% Add +1.7% 8,830 $403K
Granite Group Advisors, LLC 0.26% No change 8,810 $402K
Arkos Global Advisors 0.06% No change 8,685 $396K
180 Wealth Advisors, LLC 0.06% Reduce -1.7% 8,650 $395K
International Assets Investment Management, LLC 0.03% Reduce -13.3% 57,504 $394K
Rothschild Investment LLC 0.03% Add +0.8% 8,622 $394K
Lowe Brockenbrough & Co. Inc. 0.03% Add +82.3% 8,597 $392K
CX Institutional 0.02% Add +1.6% 8,536 $390K
Calton & Associates, Inc. 0.15% New 8,519 $389K
Catalina Capital Group, LLC 0.13% Add +12.0% 8,441 $385K
Cohen Investment Advisors LLC 0.23% New 8,322 $380K
Formidable Asset Management, LLC 0.06% Reduce -51.3% 8,293 $379K
Moseley Investment Management Inc. 0.15% No change 8,225 $375K
Holistic Financial Partners 0.18% Reduce -6.7% 8,205 $375K
Tiaa Trust, National Association 0.00% Add +47.7% 8,199 $374K
Quantitative Investment Management, LLC 0.04% Reduce -30.3% 8,213 $374K
Pinnacle Associates Ltd. 0.01% Add +36.4% 10,727 $374K
NorthStar Asset Management LLC 0.25% Add +0.5% 8,124 $371K
EverSource Wealth Advisors, LLC 0.02% Reduce -5.9% 8,113 $370K
Birchcreek Wealth Management, LLC 0.24% No change 8,090 $369K
Park Place Capital Corp 0.11% Reduce -49.3% 8,073 $369K
Whittier Trust Co. 0.00% Add +3.5% 8,061 $368K
Keudell/Morrison Wealth Management 0.10% Reduce -33.3% 7,952 $363K
Badgley Phelps Wealth Managers, LLC 0.01% New 7,917 $361K
Eight 31 Financial, LLC 0.28% Reduce -1.8% 7,905 $361K
Brooklyn Investment Group 0.12% Add +2.6% 7,817 $357K
First Western Trust Bank 0.02% Reduce -0.0% 7,790 $356K
Clarus Group, Inc. 0.15% Reduce -2.3% 7,725 $353K
Ashton Thomas Private Wealth, LLC 0.02% Reduce -31.5% 7,661 $350K
Hamilton Capital, LLC 0.03% Add +13.3% 6,673 $349K
Colonial River Investments, LLC 0.17% New 7,651 $349K
McGowan Group Asset Management, Inc. 0.05% Add +6.0% 7,616 $348K
New Wave Wealth Advisors LLC 0.16% Reduce -1.2% 7,556 $345K
Heritage Oak Wealth Advisors LLC 0.16% New 7,556 $345K
MJP Associates Inc. 0.07% Reduce -22.9% 7,537 $344K
Investment Partners Asset Management, Inc. 0.28% No change 7,527 $344K
Chelsea Counsel Co. 0.17% No change 7,500 $342K
Private Portfolio Partners LLC 0.06% New 7,445 $340K
Advus Financial Partners, LLC 0.10% No change 7,416 $339K
Fiduciary Trust Co 0.00% Reduce -0.3% 7,356 $336K
Sterling Investment Counsel, LLC 0.12% No change 7,288 $333K
Cottonwood Capital Advisors, LLC 0.24% Reduce -2.6% 7,268 $332K
Principle Wealth Partners LLC 0.02% Add +0.0% 7,266 $332K
Code Waechter LLC 0.31% — 7,167 $327K
Mosaic Family Wealth Partners, LLC 0.05% Add +2.4% 7,162 $327K
Bank of New Hampshire 0.08% Reduce -0.8% 7,159 $327K
Carr Financial Group Corp 0.10% Add +0.2% 7,134 $326K
Cidel Asset Management Inc. 0.02% No change 7,112 $325K
MBB Public Markets I LLC 0.03% Reduce -91.4% 7,110 $325K
Brown Miller Wealth Management, LLC 0.13% Add +0.4% 7,061 $322K
Aigen Investment Management, LP 0.06% New 7,052 $322K
Parsons Capital Management Inc. 0.02% No change 7,050 $322K
GeoWealth Management, LLC 0.01% Reduce -9.8% 7,035 $321K
Advisor Resource Council 0.15% New 7,013 $320K
Simon Quick Advisors, LLC 0.02% Add +10.8% 7,000 $320K
Napa Wealth Management 0.15% New 7,000 $320K
Wilkinson Global Asset Management LLC 0.02% No change 7,000 $320K
Confluence Wealth Services, Inc. 0.02% Reduce -0.0% 6,991 $319K
Ameritas Advisory Services, LLC 0.01% Reduce -26.6% 6,920 $316K
IVC Wealth Advisors LLC 0.17% Add +20.5% 6,890 $315K
XML Financial, LLC 0.03% Add +4.6% 6,850 $313K
Trust Point Inc. 0.02% Reduce -12.5% 6,824 $312K
Legacy Financial Strategies, LLC 0.07% New 6,793 $310K
Journey Strategic Wealth LLC 0.01% Add +8.5% 6,725 $307K
Gotham Asset Management 0.00% Add +6.1% 6,720 $307K
HM Payson & Co. 0.01% Reduce -13.6% 6,712 $306K
Jacobi Capital Management LLC 0.02% Add +0.8% 6,706 $306K
Everstar Asset Management, LLC 0.21% — 6,600 $301K
CWA Asset Management Group, LLC 0.02% — 6,581 $300K
Pinnacle Wealth Planning Services, Inc. 0.04% No change 6,575 $300K
Blake Schutter Theil Wealth Advisors, LLC 0.21% — 6,550 $299K
First Horizon Advisors, Inc. 0.01% Reduce -9.9% 6,524 $298K
Pinnacle Family Advisors, LLC 0.15% Add +3.4% 6,510 $297K
JTC Employer Solutions Trustee Ltd 0.02% No change 6,473 $295K
Valeo Financial Advisors, LLC 0.01% Add +5.5% 6,459 $295K
Fi3 FINANCIAL ADVISORS, LLC 0.12% New 6,452 $295K
Hancock Whitney Corp. 0.01% Reduce -10.9% 6,447 $294K
Aveo Capital Partners, LLC 0.03% Reduce -9.3% 6,408 $293K
Harvest Fund Management Co., Ltd 0.02% Add +4.2% 6,398 $292K
Townsend & Associates, Inc 0.03% No change 5,556 $290K
Cypress Capital Group 0.03% Add +1.7% 6,353 $290K
Valmark Advisers, Inc. 0.00% Add +2.3% 6,311 $288K
Compagnie Lombard Odier SCmA 0.00% Add +3.0% 6,309 $288K
Alliance Wealth Advisors, LLC 0.17% Reduce -1.2% 6,301 $288K
Commerzbank Aktiengesellschaft 0.01% New 6,207 $284K
Hardy Reed LLC 0.03% No change 6,220 $284K
Wealthcare Advisory Partners LLC 0.01% Add +12.4% 6,216 $284K
Powell Investment Advisors, LLC 0.13% No change 6,202 $283K
Tocqueville Asset Management L.P. 0.00% No change 6,200 $283K
Hazlett, Burt & Watson, Inc. 0.13% No change 6,160 $282K
L.M. Kohn & Company 0.07% Add +6.1% 6,173 $282K
Hilton Capital Management, LLC 0.02% No change 6,147 $281K
Balboa Wealth Partners 0.07% Add +0.7% 6,132 $280K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% New 6,120 $279K
Institute for Wealth Management, LLC. 0.04% No change 6,099 $278K
Mill Creek Capital Advisors, LLC 0.01% Reduce -5.4% 5,997 $274K
PDS Planning, Inc 0.02% Add +0.8% 5,931 $271K
Jacobsen Capital Management 0.11% Add +0.3% 5,920 $270K
Paradigm Asset Management Co. LLC 0.07% No change 5,900 $269K
CMT Capital Markets Trading GmbH 0.12% New 5,900 $269K
RKL Wealth Management LLC 0.02% New 5,841 $267K
Beverly Hills Private Wealth, LLC 0.05% Reduce -31.6% 5,805 $265K
Cooper Financial Group 0.03% Reduce -30.4% 5,783 $264K
Eads & Heald Wealth Management 0.12% Reduce -0.1% 5,769 $263K
Oxford Asset Management LLP 0.22% New 5,743 $262K
Dorsey & Whitney Trust CO LLC 0.01% Add +0.6% 5,728 $261K
Alpha Family Trust 0.15% No change 5,715 $261K
Crestline Management, L.P. 0.01% New 5,706 $260K
Childress Capital Advisors, LLC 0.07% Reduce -2.0% 5,705 $260K
Berry Wealth Group, LP 0.19% Reduce -1.7% 5,699 $260K
Personal Cfo Solutions, LLC 0.04% Reduce -1.6% 5,692 $260K
Resurgent Financial Advisors LLC 0.15% Reduce -16.4% 5,687 $260K
Mengis Capital Management, Inc. 0.05% Reduce -14.9% 5,682 $259K
City Center Advisors, LLC 0.29% Reduce -16.9% 5,653 $258K
LMR Partners LLP 0.01% New 5,608 $256K
Catalyst Funds Management Pty Ltd 0.06% New 5,600 $256K
Davis Investment Partners, LLC 0.11% No change 5,314 $253K
Ellis Investment Partners, LLC 0.05% Add +1.1% 5,539 $253K
Interchange Capital Partners, LLC 0.09% New 5,533 $253K
Capital Management Corp. 0.04% No change 5,500 $251K
Johnson Bixby & Associates, LLC 0.04% No change 5,500 $251K
CarsonAllaria Wealth Management, Ltd. 0.14% Reduce -14.7% 5,496 $251K
Richardson Financial Services Inc. 0.16% No change 5,900 $251K
Anchor Investment Management, LLC 0.02% No change 5,479 $250K
Chilton Capital Management LLC 0.01% Reduce -23.5% 5,473 $250K
Annandale Capital, LLC 0.05% No change 5,418 $247K
Cedrus LLC 0.09% Reduce -41.6% 5,399 $246K
CHICAGO TRUST Co NA 0.04% New 5,394 $246K
Baader Bank Aktiengesellschaft 0.02% Reduce -70.7% 5,388 $246K
Avior Wealth Management, LLC 0.01% Reduce -72.1% 5,359 $245K
Quarry LP 0.08% Add +548.1% 5,334 $243K
Walker Asset Management, LLC 0.15% Add +1.1% 5,305 $242K
Duncker Streett & Co. Inc. 0.04% No change 5,300 $242K
IFP Advisors, Inc 0.01% Add +4.4% 5,296 $242K
Second Line Capital, LLC 0.07% New 5,282 $241K
Sentry Investment Management LLC 0.10% No change 5,289 $241K
Brophy Wealth Management, LLC 0.09% — 5,266 $240K
Mutual Advisors, LLC 0.01% New 4,533 $239K
Aurora Private Wealth, Inc. 0.19% Add +0.1% 5,224 $238K
Avestar Capital, LLC 0.03% Add +6.2% 5,210 $238K
Fort Sheridan Advisors LLC 0.04% No change 5,186 $237K
LaSalle St. Investment Advisors, LLC 0.09% New 5,184 $236K
Belpointe Asset Management LLC 0.01% Reduce -2.1% 5,168 $236K
Great Valley Advisor Group, Inc. 0.01% New 5,160 $235K
AdvisorNet Financial, Inc 0.02% Add +4.4% 5,153 $235K
Wesbanco Bank Inc. 0.01% New 5,145 $235K
Resonant Capital Advisors, LLC 0.02% Add +0.2% 5,123 $234K
FinTrust Capital Advisors, LLC 0.04% Reduce -21.1% 5,112 $233K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Add +3.4% 5,097 $233K
Wrapmanager Inc. 0.06% Reduce -46.7% 5,059 $231K
FSB Premier Wealth Management, Inc. 0.09% New 5,033 $230K
Fielder Capital Group LLC 0.08% Reduce -0.9% 5,032 $230K
TFB Advisors LLC 0.07% New 5,022 $229K
Certuity, LLC 0.02% Reduce -9.2% 5,021 $229K
Cowa, LLC 0.11% Reduce -28.3% 5,015 $229K
Onyx Bridge Wealth Group LLC 0.03% Add +0.2% 5,001 $228K
Meridian Wealth Advisors, LLC 0.04% No change 5,000 $228K
Arbor Investment Advisors, LLC 0.03% New 5,000 $228K
Annis Gardner Whiting Capital Advisors, LLC 0.06% No change 4,977 $227K
Accel Wealth Management 0.08% Reduce -8.7% 4,953 $226K
Emprise Bank 0.13% Reduce -12.7% 4,935 $225K
L2 Asset Management, LLC 0.06% Add +3.4% 4,925 $225K
Sprinkle Financial Consultants LLC 0.16% No change 4,888 $223K
Abn Amro Investment Solutions 0.00% New 4,857 $222K
Seeds Investor LLC 0.08% Reduce -3.7% 4,819 $220K
Lantz Financial LLC 0.06% Reduce -34.4% 4,811 $220K
Diametric Capital, LP 0.11% New 4,805 $219K
Sunpointe, LLC 0.18% Reduce -32.0% 4,777 $218K
Uhlmann Price Securities, LLC 0.17% — 4,760 $217K
Trueblood Wealth Management, LLC 0.11% No change 4,750 $217K
Leavell Investment Management, Inc. 0.01% Add +0.0% 4,716 $215K
Mission Wealth Management, LP 0.01% New 4,714 $215K
Forvis Mazars Wealth Advisors, LLC 0.00% New 4,692 $214K
Mayfair Advisory Group, LLC 0.14% New 4,314 $214K
Cape Investment Advisory, Inc. 0.09% Reduce -0.6% 4,687 $214K
Cable Hill Partners, LLC 0.02% Reduce -3.4% 4,680 $214K
Hill Investment Group Partners, LLC 0.03% Reduce -1.4% 5,035 $213K
Rockland Trust Co. 0.01% Reduce -4.2% 4,664 $213K
Councilor Wealth, LLC 0.10% New 4,647 $212K
Next Capital Management LLC 0.09% Reduce -10.6% 4,645 $212K
Philip James Wealth Mangement, LLC 0.03% New 4,636 $212K
Eagle Bay Advisors LLC 0.08% Add +7.4% 4,631 $211K
LGL Partners, LLC 0.03% New 4,585 $209K
Gateway Investment Advisers LLC 0.00% Reduce -6.1% 4,582 $209K
Ashton Thomas Securities, LLC 0.04% New 4,568 $209K
Meridian Wealth Management, LLC 0.01% New 4,532 $207K
Fisher Asset Management 0.00% Reduce -21.9% 4,531 $207K
First Interstate Bank 0.01% New 4,522 $206K
Leonteq Securities AG 0.02% Add +0.3% 4,509 $206K
Hudson Bay Capital Management LP 0.00% New 4,503 $206K
Glenview Trust Co 0.00% Reduce -8.4% 4,500 $205K
MCF Advisors LLC 0.01% Add +0.9% 4,492 $205K
MinichMacGregor Wealth Management, LLC 0.04% New 4,490 $205K
Wealth Quarterback LLC 0.11% Reduce -17.9% 4,464 $204K
Aries Wealth Management 0.06% New 4,462 $204K
Partners in Financial Planning 0.04% New 4,458 $204K
Castleview Partners, LLC 0.12% Reduce -2.9% 4,431 $202K
PGIM Custom Harvest LLC 0.00% New 4,409 $201K
Holderness Investments Co. 0.04% New 4,405 $201K
Tower Wealth Partners, Inc. 0.12% New 4,400 $201K
NBT Bank, N.A. 0.01% New 4,303 $196K
Spire Wealth Management 0.01% Reduce -27.6% 4,290 $196K
Asset Dedication, LLC 0.01% Reduce -4.8% 4,289 $196K
General Partner, Inc. 0.12% No change 4,264 $195K
Ostrum Asset Management 0.02% Reduce -71.9% 4,193 $191K
State of Wyoming 0.03% Reduce -23.9% 4,140 $189K
ORG Partners LLC 0.03% Reduce -51.0% 4,067 $186K
Oarsman Capital, Inc. 0.03% New 3,955 $181K
Parkside Financial Bank & Trust 0.03% Add +5.9% 3,919 $179K
Whittier Trust Co. of Nevada Inc. 0.00% No change 3,874 $177K
Financiere des Professionnels - Fonds d'investissement inc. 0.01% New 3,800 $173K
Alta Advisers Ltd 0.08% No change 3,700 $169K
Cromwell Holdings LLC 0.11% No change 3,593 $164K
Y.D. More Investments Ltd 0.02% Add +2.6% 3,494 $160K
Versant Capital Management, Inc 0.04% Add +0.7% 3,473 $159K
Westpac Banking Corp. 0.01% New 3,384 $154K
Arax Advisory Partners 0.01% Add +13.8% 3,334 $152K
Colonial Trust Co / SC 0.02% Reduce -6.9% 3,253 $148K
Kozak & Associates, Inc. 0.03% Reduce -23.7% 2,827 $145K
Adalta Capital Management LLC 0.07% Add +106.7% 3,100 $142K
Riverview Trust Co 0.12% Add +0.7% 3,014 $138K
TD Capital Management LLC 0.01% No change 3,000 $137K
PrairieView Partners, LLC 0.01% No change 2,900 $132K
Optimum Investment Advisors 0.06% Reduce -9.5% 2,792 $127K
Harbour Investments, Inc. 0.00% Add +4.6% 2,639 $120K
Acropolis Investment Management, LLC 0.01% Reduce -0.1% 2,614 $119K
Olistico Wealth, LLC 0.07% Reduce -10.8% 2,609 $119K
AlphaQuest LLC 0.01% New 2,544 $116K
Toth Financial Advisory Corp. 0.01% No change 2,501 $114K
Silvant Capital Management LLC 0.00% No change 2,458 $112K
Cetera Trust Company, N.A 0.07% No change 2,435 $111K
Alaska Permanent Fund Corp 0.00% No change 2,433 $111K
Trust Co. of Vermont 0.01% Reduce -3.2% 2,399 $110K
Sound Income Strategies, LLC 0.01% Reduce -18.7% 2,247 $103K
Canton Hathaway, LLC 0.03% No change 2,234 $102K
Tradewinds Capital Management, LLC 0.03% No change 2,225 $102K
Bruce G. Allen Investments, LLC 0.08% Reduce -1.9% 2,215 $101K
CoreFirst Bank & Trust 0.06% New 2,136 $98K
CKW Financial Group 0.01% Reduce -12.5% 2,100 $97K
Beacon Capital Management, LLC 0.01% Add +38.1% 2,120 $97K
Motco 0.01% Add +1483.5% 2,106 $96K
Caitlin John, LLC 0.06% Add +44.1% 1,677 $93K
Baldwin Wealth Partners LLC 0.01% Add +1.6% 2,032 $93K
LRI Investments, LLC 0.01% Reduce -18.1% 1,664 $92K
Wellington Shields Capital Management, LLC 0.02% No change 2,000 $91K
Laurel Wealth Advisors LLC 0.01% Add +3632.1% 1,978 $90K
Ancora Advisors LLC 0.00% Add +0.6% 1,943 $89K
Householder Group Estate & Retirement Specialist, LLC 0.03% Add +0.4% 1,930 $88K
Financial Network Wealth Advisors LLC 0.07% Reduce -14.6% 1,902 $87K
Centennial Bank 0.04% No change 1,900 $87K
Sunbelt Securities, Inc. 0.01% Add +12.6% 1,899 $87K
Harbor Investment Advisory, LLC 0.01% Reduce -0.1% 1,835 $84K
Cassady Schiller Wealth Management, LLC 0.03% No change 1,780 $81K
Salem Investment Counselors Inc. 0.00% No change 1,658 $76K
City State Bank 0.03% No change 1,614 $74K
Future Financial Wealth Managment LLC 0.05% New 1,600 $73K
Deseret Mutual Benefit Administrators 0.04% No change 1,596 $73K
CVA Family Office, LLC 0.01% Add +18.7% 1,578 $72K
Pin Oak Investment Advisors Inc. 0.06% No change 1,548 $70K
Lazard Asset Management LLC 0.00% Reduce -32.3% 1,544 $70K
Perkins Coie Trust Co 0.02% Reduce -25.0% 1,500 $68K
Capstone Investment Advisors, LLC 0.00% Add +9653.3% 1,463 $67K
Transcendent Capital Group LLC 0.03% Reduce -1.4% 1,457 $67K
Rational Advisors, Inc. 0.01% Reduce -8.8% 1,447 $66K
Global Financial Private Client, LLC 0.03% Add +707.5% 1,405 $64K
Mowery & Schoenfeld Wealth Management, LLC 0.10% No change 1,373 $63K
Delta Asset Management LLC 0.01% No change 1,350 $62K
Covestor Ltd 0.04% Reduce -1.6% 1,326 $61K
Indiana Trust & Investment Management Co 0.02% No change 1,322 $60K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 1,220 $56K
AllSquare Wealth Management LLC 0.03% No change 1,200 $55K
Mattson Financial Services, LLC 0.02% No change 1,262 $54K
Carmichael Hill & Associates, Inc. 0.02% Add +35.3% 1,150 $52K
Northwest Investment Counselors, LLC 0.01% New 1,148 $52K
JNBA Financial Advisors 0.01% Reduce -12.9% 1,120 $51K
Alpine Bank Wealth Management 0.01% — 1,114 $51K
Addison Advisors LLC 0.01% No change 1,100 $50K
Hemington Wealth Management 0.01% New 973 $50K
Planning Capital Management Corp 0.03% Add +12.2% 1,046 $48K
First Financial Corp. 0.02% No change 1,042 $48K
Carolinas Wealth Consulting LLC 0.01% Add +442.9% 1,026 $47K
Washington Trust Advisors, Inc. 0.00% Add +1.7% 1,017 $46K
Coastline Trust Co 0.01% New 1,000 $46K
Kimelman & Baird, LLC 0.00% No change 1,000 $46K
Albion Financial Group 0.00% No change 1,000 $46K
Fortitude Family Office, LLC 0.02% Add +120.8% 996 $45K
Jaffetilchin Investment Partners, LLC 0.00% New 969 $44K
MV Capital Management, Inc. 0.00% Add +19.8% 967 $44K
M&R Capital Management Inc. 0.01% No change 960 $44K
Main Street Group, LTD 0.02% Add +20.9% 955 $44K
Trust Co 0.01% No change 952 $43K
WASHINGTON TRUST Co 0.00% Add +27.1% 910 $42K
Fairman Group, LLC 0.04% No change 900 $41K
Beaird Harris Wealth Management, LLC 0.00% Add +17.1% 896 $41K
Financial Management Professionals, Inc. 0.00% Add +0.6% 848 $39K
McIlrath & Eck, LLC 0.00% No change 833 $38K
Caldwell Trust Co 0.00% No change 832 $38K
FSA Wealth Management LLC 0.01% — 824 $38K
FSC Wealth Advisors, LLC 0.03% Add +1.0% 807 $37K
GHP Investment Advisors, Inc. 0.00% No change 800 $37K
Legacy Investment Solutions, LLC 0.02% — 651 $36K
Legacy Wealth Managment, LLC 0.02% — 651 $36K
Trivant Custom Portfolio Group, LLC 0.02% No change 775 $35K
Empirical Asset Management, LLC 0.01% Add +2.8% 11,260 $35K
Pinnacle Bancorp, Inc. 0.01% No change 762 $35K
Coppell Advisory Solutions LLC 0.01% No change 770 $35K
Investors Research Corp 0.01% Reduce -77.5% 757 $35K
Rosenberg Matthew Hamilton 0.01% Add +50.4% 752 $34K
American National Bank & Trust 0.00% No change 751 $34K
SouthState Bank Corp 0.00% No change 731 $33K
Rise Advisors, LLC 0.02% Add +1.1% 717 $33K
GW&K Investment Management, LLC 0.00% Add +18.8% 709 $32K
Gables Capital Management Inc. 0.02% No change 690 $31K
Essex Investment Management Co. LLC 0.01% No change 680 $31K
Wintrust Investments LLC 0.02% Reduce -89.7% 688 $31K
Creative Financial Designs Inc. 0.00% No change 672 $31K
DT Investment Partners, LLC 0.00% No change 670 $31K
Avion Wealth 0.01% Add +285.7% 675 $30K
JFS Wealth Advisors, LLC 0.00% Reduce -69.3% 635 $29K
S.A. Mason LLC 0.01% No change 615 $28K
Aspire Private Capital, LLC 0.01% Reduce -18.2% 601 $27K
Gould Capital, LLC 0.02% No change 600 $27K
Dagco, Inc. 0.01% New 595 $27K
Princeton Global Asset Management LLC 0.01% Add +1.0% 591 $27K
Concord Wealth Partners 0.00% Add +15.6% 578 $26K
St Germain D J Co. Inc. 0.00% Reduce -24.9% 564 $26K
Creekmur Asset Management LLC 0.01% Add +0.9% 561 $26K
WR Wealth Planners, LLC 0.01% No change 542 $25K
Ascentis Wealth Management, LLC 0.01% — 531 $24K
Mark Sheptoff Financial Planning, LLC 0.01% No change 525 $24K
Pingora Partners LLC 0.02% Reduce -34.0% 505 $23K
Financial Avengers, Inc. 0.01% No change 485 $22K
HHM Wealth Advisors, LLC 0.00% No change 471 $22K
Hobbs Group Advisors, LLC 0.01% Add +95.3% 453 $21K
Mfa Wealth Advisors, LLC 0.00% No change 452 $21K
Valued Wealth Advisors LLC 0.01% Add +22.0% 438 $20K
Rakuten Securities, Inc. 0.01% Add +6.9% 418 $19K
Flaharty Asset Management, LLC 0.00% New 417 $19K
Birchbrook, Inc. 0.01% No change 400 $18K
Guardian Wealth Management, Inc. 0.01% Reduce -0.8% 399 $18K
New Age Alpha Advisors, LLC 0.01% New 391 $18K
Capital Advisors, Ltd. LLC 0.00% Add +0.3% 378 $17K
Old Second National Bank of Aurora 0.00% No change 368 $17K
Brown, Lisle/Cummings, Inc. 0.01% No change 365 $17K
Aspect Partners, LLC 0.01% No change 329 $15K
Trifecta Capital Advisors, LLC 0.00% No change 319 $15K
Arlington Trust Co LLC 0.00% No change 306 $14K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 279 $13K
Richard W. Paul & Associates, LLC 0.00% Reduce -43.8% 278 $13K
Plato Investment Management Ltd 0.00% New 278 $13K
Abound Wealth Management 0.00% Add +11.3% 275 $13K
Private Wealth Management Group, LLC 0.00% No change 274 $13K
Prestige Wealth Management Group LLC 0.00% No change 272 $12K
Towne Trust Company, N.A 0.00% Reduce -48.2% 269 $12K
Northwest Financial Advisors 0.01% New 261 $12K
Annapolis Financial Services, LLC 0.00% No change 252 $12K
Key Financial Inc 0.00% Add +14.6% 251 $11K
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 0.03% No change 250 $11K
Bell Investment Advisors, Inc 0.00% No change 242 $11K
Coston, McIsaac & Partners 0.00% No change 250 $11K
Smithfield Trust Co 0.00% No change 260 $11K
Oliver Lagore Vanvalin Investment Group 0.00% Reduce -17.2% 231 $11K
Gen-Wealth Partners Inc 0.00% No change 201 $11K
Tucker Asset Management LLC 0.00% No change 215 $10K
Tortoise Investment Management, LLC 0.00% No change 214 $10K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -0.5% 213 $10K
Anfield Capital Management, LLC 0.00% No change 209 $10K
GPS Wealth Strategies Group, LLC 0.00% Reduce -34.8% 204 $9K
Sittner & Nelson, LLC 0.00% Reduce -71.4% 200 $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
Sachetta, LLC 0.00% No change 195 $9K
Stuart Chaussee & Associates, Inc. 0.00% No change 191 $9K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -5.6% 186 $9K
Dunhill Financial, LLC 0.00% Add +210.0% 186 $8K
Bangor Savings Bank 0.00% No change 185 $8K
Westside Investment Management, Inc. 0.00% No change 183 $8K
VitalStone Financial, LLC 0.01% New 180 $8K
Cranbrook Wealth Management, LLC 0.00% No change 177 $8K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 173 $8K
PSI Advisors, LLC 0.00% No change 160 $7K
Plante Moran Financial Advisors, LLC 0.00% No change 157 $7K
Highline Wealth Partners LLC 0.00% Add +27.1% 155 $7K
Tompkins Financial Corp. 0.00% New 149 $7K
Centerpoint Advisors, LLC 0.00% New 125 $6K
Morton Brown Family Wealth, LLC 0.00% New 125 $6K
SJS Investment Consulting Inc. 0.00% Reduce -5.4% 123 $6K
Glass Jacobson Investment Advisors llc 0.00% No change 122 $6K
LGT Financial Advisors LLC 0.01% Reduce -76.5% 120 $5K
Westend Capital Management, LLC 0.00% No change 118 $5K
Game Plan Financial Advisors, LLC 0.00% New 112 $5K
TFC Financial Management, Inc. 0.00% No change 112 $5K
Truvestments Capital LLC 0.00% New 111 $5K
Red Tortoise LLC 0.00% No change 106 $5K
Goodman Advisory Group, LLC 0.00% New 106 $5K
Earned Wealth Advisors, LLC 0.00% New 105 $5K
Winch Advisory Services, LLC 0.00% New 101 $5K
Reston Wealth Management LLC 0.00% New 100 $5K
Spectrum Wealth Counsel, LLC 0.00% New 100 $5K
Voisard Asset Management Group, Inc. 0.00% Add +26.9% 99 $5K
Glen Eagle Advisors, LLC 0.00% Add +1.1% 94 $4K
Tower View Wealth Management LLC 0.00% No change 92 $4K
Eastern Bank 0.00% New 89 $4K
Penserra Capital Management LLC 0.00% Add +3.0% 102 $4K
Cornerstone Planning Group LLC 0.00% Add +42.3% 74 $4K
Frazier Financial Advisors, LLC 0.00% No change 81 $4K
Stone House Investment Management, LLC 0.00% No change 77 $4K
Proffitt & Goodson Inc. 0.00% New 66 $3K
True Wealth Design, LLC 0.00% Reduce -1.7% 57 $3K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 57 $3K
Atlas Capital Advisors Inc. 0.00% No change 53 $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
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
Nvwm, LLC 0.00% Add +20.8% 29 $1K
JDM Financial Group LLC 0.00% New 27 $1K
Northwest Capital Management Inc 0.00% No change 25 $1K
Strengthening Families & Communities, LLC 0.00% No change 14 $639
ClariVest Asset Management LLC 0.00% No change 13 $549
Cherry Tree Wealth Management, LLC 0.00% No change 12 $525
Iron Horse Wealth Management, LLC 0.00% No change 11 $502
Founders Capital Management 0.00% No change 9 $410
Semmax Financial Advisors Inc. 0.00% Reduce -95.8% 6 $357
First Personal Financial Services 0.00% New 3 $137
West Branch Capital LLC 0.00% New 2 $92
Mendota Financial Group, LLC 0.00% New 2 $92

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