WP CareyWPC
13F holders, Q1 2024 (March 31)772holders
5famous investors
$56.54avg. 13F price*
At the end of Q1 2024, 772 institutions reported holding WP Carey Inc. (WPC) in their 13F filings. The largest holders were Vanguard Group Inc. ($1.7B), BlackRock Inc. ($1.5B) and State Street Corp. ($691.7M). 5 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- WP Carey Inc.
- CUSIP
- 92936U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $94.4M |
| Exits | 77 | $170.0M |
Ownership 772 holders
| Vanguard Group Inc. | 0.03% | Add +0.6% | 30,971,062 | $1.7B |
| BlackRock Inc. | 0.04% | Add +1.5% | 26,834,035 | $1.5B |
| State Street Corp. | 0.03% | Reduce -6.5% | 12,074,590 | $691.7M |
| Cohen & Steers, Inc. | 0.80% | Reduce -40.1% | 6,760,136 | $381.5M |
| Geode Capital Management, LLC | 0.02% | Add +14.4% | 4,298,573 | $242.3M |
| JPMorgan Chase & Co. | 0.02% | Reduce -19.5% | 3,232,125 | $182.4M |
| Legal & General Group Plc | 0.05% | Add +0.7% | 2,986,604 | $168.6M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -2.9% | 2,948,815 | $166.4M |
| Massachusetts Financial Services Co. | 0.04% | Add +1.1% | 2,652,069 | $149.7M |
| Norges Bank | 0.02% | Add +8.4% | 2,627,637 | $148.3M |
| Bank of New York Mellon Corp | 0.03% | Reduce -1.6% | 2,516,941 | $142.1M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +2.3% | 2,491,586 | $140.6M |
| Daiwa Securities Group Inc. | 0.77% | Reduce -35.1% | 2,363,267 | $133.4M |
| PGGM Investments | 1.73% | Add +0.1% | 2,109,122 | $119.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -1.6% | 1,901,453 | $107.3M |
| Morgan Stanley | 0.01% | Reduce -6.0% | 1,782,191 | $100.6M |
| Northern Trust Corp. | 0.02% | Reduce -12.3% | 1,743,388 | $98.4M |
| Balyasny Asset Management L.P. | 0.22% | Add +47.6% | 1,504,137 | $84.9M |
| UBS Group AG | 0.03% | Add +25.1% | 1,409,026 | $79.5M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -7.5% | 1,319,500 | $74.5M |
| Rush Island Management, LP | 6.06% | Add +483.4% | 1,235,166 | $69.7M |
| California Public Employees Retirement System | 0.05% | Reduce -0.9% | 1,153,360 | $65.1M |
| Equity Investment Corp. | 1.50% | New | 1,059,567 | $59.8M |
| Principal Financial Group Inc. | 0.03% | Add +2.6% | 823,471 | $46.5M |
| Bank of America Corp. | 0.00% | Add +44.2% | 821,408 | $46.4M |
| APG Asset Management US Inc. | 0.26% | No change | 791,037 | $44.4M |
| Invesco Ltd. | 0.01% | Add +21.9% | 761,421 | $43.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -0.9% | 755,969 | $42.7M |
| LPL Financial LLC | 0.02% | Add +1.4% | 724,707 | $40.9M |
| Barclays PLC | 0.02% | Add +47.1% | 718,570 | $40.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -15.1% | 684,474 | $38.8M |
| Rhumbline Advisers | 0.04% | Add +1.4% | 681,913 | $38.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +14.6% | 670,163 | $37.8M |
| Swiss National Bank | 0.03% | Reduce -2.1% | 654,851 | $37.0M |
| Advisors Capital Management, LLC | 0.62% | Add +28.1% | 603,313 | $34.1M |
| Zacks Investment Management | 0.33% | Add +6.7% | 541,246 | $30.5M |
| Canada Pension Plan Investment Board | 0.03% | Reduce -9.4% | 539,529 | $30.5M |
| Asset Management One Co., Ltd. | 0.10% | Reduce -2.0% | 466,220 | $26.3M |
| CANADA LIFE ASSURANCE Co | 0.05% | Add +2.1% | 456,149 | $25.7M |
| Wells Fargo & Company | 0.01% | Add +2.6% | 451,026 | $25.5M |
| Brown Advisory Inc. | 0.03% | Reduce -5.0% | 438,982 | $24.8M |
| Public Employees Retirement System of Ohio | 0.09% | Add +0.3% | 404,249 | $22.8M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -0.5% | 390,015 | $22.0M |
| Alliancebernstein L.P. | 0.01% | Add +2.4% | 380,134 | $21.5M |
| FMR LLC | 0.00% | Reduce -8.2% | 364,236 | $20.6M |
| Cetera Investment Advisers | 0.05% | Add +211.6% | 360,336 | $20.3M |
| Osaic Holdings, Inc. | 0.04% | Reduce -5.5% | 347,237 | $19.6M |
| Credit Suisse AG/ | 0.02% | Reduce -15.9% | 332,666 | $18.8M |
| Berkshire Asset Management LLC | 0.98% | Add +0.6% | 327,383 | $18.5M |
| Nomura Asset Management Co. Ltd. | 0.07% | Add +5.3% | 320,337 | $18.1M |
| California State Teachers Retirement System | 0.02% | Reduce -0.0% | 319,176 | $18.0M |
| Citigroup Inc. | 0.02% | Add +27.2% | 307,874 | $17.4M |
| Amundi | 0.01% | Reduce -25.7% | 307,538 | $16.8M |
| Deutsche Bank AG | 0.01% | Add +31.4% | 292,787 | $16.5M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -7.0% | 212,769 | $16.5M |
| Raymond James & Associates | 0.01% | Add +40.5% | 291,631 | $16.5M |
| American International Group, Inc. | 0.06% | Reduce -2.0% | 289,443 | $16.3M |
| Retirement Systems of Alabama | 0.06% | Add +0.3% | 274,596 | $15.5M |
| BNP Paribas Financial Markets | 0.02% | Add +15.9% | 265,394 | $15.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +15.2% | 256,033 | $14.5M |
| Royal Bank of Canada | 0.00% | Add +37.9% | 243,126 | $13.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -21.7% | 241,326 | $13.6M |
| HSBC Holdings PLC | 0.01% | Reduce -43.5% | 239,570 | $13.5M |
| First Trust Advisors LP | 0.01% | Reduce -38.6% | 229,624 | $13.0M |
| Sei Investments Co. | 0.02% | Reduce -42.8% | 218,480 | $12.3M |
| TruWealth Advisors, LLC | 0.85% | Reduce -0.1% | 217,018 | $12.2M |
| Aew Capital Management L P | 0.60% | Reduce -27.0% | 216,400 | $12.2M |
| Aviva PLC | 0.04% | Add +20.0% | 205,848 | $11.6M |
| Pacer Advisors, Inc. | 0.03% | Add +13.6% | 204,659 | $11.6M |
| New York State Teachers Retirement System | 0.02% | Add +5.5% | 202,417 | $11.4M |
| Truist Financial Corp. | 0.02% | Add +8.5% | 195,328 | $11.0M |
| Texas Permanent School Fund Corp. | 0.09% | Add +1.3% | 191,379 | $10.8M |
| WealthPlan Investment Management, LLC | 1.56% | Add +16.8% | 180,923 | $10.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.0% | 178,232 | $10.1M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -4.8% | 176,466 | $10.0M |
| Janney Montgomery Scott LLC | 0.03% | Add +3.0% | 172,649 | $9.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +17.2% | 169,780 | $9.6M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -53.1% | 164,724 | $9.3M |
| Franklin Resources Inc. | 0.00% | Reduce -20.3% | 163,008 | $9.2M |
| State of Alaska, Department of Revenue | 0.10% | Reduce -4.4% | 161,496 | $9.1M |
| Foundry Partners, LLC | 0.48% | Add +3.6% | 159,398 | $9.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.9% | 157,771 | $8.9M |
| Handelsbanken Fonder AB | 0.04% | Add +6.9% | 148,635 | $8.4M |
| MML Investors Services, LLC | 0.03% | Add +51.4% | 147,336 | $8.3M |
| Sonora Investment Management Group, LLC | 0.64% | Add +6.4% | 143,406 | $8.1M |
| SG Americas Securities, LLC | 0.04% | Add +83.0% | 143,377 | $8.1M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +3.2% | 142,649 | $7.9M |
| Cullen/Frost Bankers, Inc. | 0.12% | Reduce -1.0% | 139,052 | $7.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -5.5% | 138,161 | $7.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +1.3% | 130,937 | $7.4M |
| DAVENPORT & Co LLC | 0.05% | Reduce -12.9% | 130,783 | $7.4M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.08% | Add +42.5% | 130,534 | $7.4M |
| Mutual of America Capital Management LLC | 0.08% | Reduce -3.5% | 130,291 | $7.4M |
| New York State Common Retirement Fund | 0.01% | Reduce -9.0% | 129,922 | $7.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Reduce -2.5% | 128,261 | $7.2M |
| Allianz Asset Management GmbH | 0.01% | Reduce -48.6% | 127,645 | $7.2M |
| Danske Bank A/S | 0.02% | — | 125,234 | $7.1M |
| Carnegie Investment Counsel | 0.22% | Add +2.0% | 123,931 | $7.0M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +38.0% | 121,499 | $6.9M |
| Resona Asset Management Co.,Ltd. | 0.04% | — | 120,944 | $6.8M |
| Crawford Investment Counsel Inc. | 0.13% | Add +1.7% | 120,462 | $6.8M |
| Pictet Asset Management Holding SA | 0.01% | Add +6.6% | 120,402 | $6.8M |
| MetLife Investment Management, LLC | 0.05% | Reduce -2.5% | 120,097 | $6.8M |
| Rock Point Advisors, LLC | 2.00% | Add +5.0% | 119,394 | $6.7M |
| Amalgamated Bank | 0.06% | Reduce -4.4% | 119,247 | $6.7M |
| Aberdeen Group plc | 0.01% | Add +0.2% | 119,218 | $6.7M |
| State of Wisconsin Investment Board | 0.02% | Add +4.8% | 119,053 | $6.7M |
| Macquarie Group Ltd. | 0.01% | Add +4.2% | 117,543 | $6.6M |
| Verdence Capital Advisors LLC | 0.60% | No change | 116,553 | $6.6M |
| Seneca House Advisors | 2.84% | Reduce -0.3% | 115,690 | $6.5M |
| Allworth Financial LP | 0.05% | Add +6.9% | 115,535 | $6.5M |
| Illinois Municipal Retirement Fund | 0.09% | Add +91.5% | 109,500 | $6.2M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -5.1% | 109,481 | $6.2M |
| Yousif Capital Management, LLC | 0.07% | Reduce -1.8% | 108,722 | $6.1M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 107,049 | $6.0M |
| Royal London Asset Management Ltd. | 0.01% | Reduce -0.6% | 105,085 | $5.9M |
| WealthPLAN Partners, LLC | 0.59% | Reduce -19.9% | 100,645 | $5.7M |
| QRG Capital Management, Inc. | 0.07% | Reduce -6.1% | 98,537 | $5.6M |
| Kestra Advisory Services, LLC | 0.04% | Add +638.2% | 95,721 | $5.5M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -6.9% | 92,457 | $5.4M |
| Dupree Financial Group, LLC | 2.56% | Add +0.6% | 96,169 | $5.4M |
| Exchange Traded Concepts, LLC | 0.14% | Add +19.8% | 93,299 | $5.3M |
| Hoylecohen, LLC | 0.40% | Reduce -0.6% | 92,688 | $5.2M |
| Van Eck Associates Corp. | 0.01% | Add +12.7% | 91,076 | $5.1M |
| State of Tennessee, Department of Treasury | 0.02% | New | 91,000 | $5.1M |
| Meritage Portfolio Management | 0.33% | Reduce -5.6% | 90,578 | $5.1M |
| Forsta Ap-Fonden | 0.04% | Add +54.7% | 89,700 | $5.1M |
| Holocene Advisors, LP | 0.02% | New | 89,238 | $5.0M |
| Sheets Smith Wealth Management | 0.56% | Add +5.5% | 88,612 | $5.0M |
| Storebrand Asset Management As | 0.02% | Reduce -51.2% | 87,754 | $5.0M |
| Nicholas Company, Inc. | 0.08% | No change | 87,095 | $4.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +0.1% | 86,909 | $4.9M |
| Mariner, LLC | 0.01% | Add +2.7% | 86,855 | $4.9M |
| Nisa Investment Advisors, LLC | 0.03% | Add +2.8% | 85,400 | $4.9M |
| Susquehanna Portfolio Strategies, LLC | 0.11% | Reduce -0.7% | 85,840 | $4.8M |
| Te Ahumairangi Investment Management Ltd | 0.82% | Add +36.0% | 83,921 | $4.7M |
| USS Investment Management Ltd | 0.04% | Add +18.3% | 83,150 | $4.7M |
| Guggenheim Capital LLC | 0.03% | Reduce -19.9% | 81,784 | $4.6M |
| Arkfeld Wealth Strategies, L.L.C. | 2.49% | Add +59.5% | 81,759 | $4.6M |
| National Pension Service | 0.01% | Reduce -81.3% | 79,465 | $4.5M |
| Sequoia Financial Advisors, LLC | 0.06% | Add +0.1% | 78,824 | $4.4M |
| Advocate Group LLC | 0.88% | Reduce -9.4% | 78,026 | $4.4M |
| Cibc World Markets Corp. | 0.03% | Reduce -1.9% | 77,310 | $4.4M |
| Victory Capital Management Inc. | 0.00% | Add +3.5% | 73,737 | $4.2M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Add +18.1% | 73,400 | $4.1M |
| Squarepoint Ops LLC | 0.02% | New | 73,343 | $4.1M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +0.6% | 71,843 | $4.1M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -22.7% | 71,620 | $4.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -5.8% | 71,270 | $4.0M |
| Creative Planning | 0.00% | Reduce -2.3% | 67,901 | $3.8M |
| Private Capital Advisors, Inc. | 0.47% | Reduce -2.0% | 67,386 | $3.8M |
| Karpas Strategies, LLC | 1.18% | Add +0.5% | 67,024 | $3.8M |
| UniSuper Management Pty Ltd | 0.04% | Add +5.2% | 65,200 | $3.7M |
| Korea Investment CORP | 0.01% | Reduce -7.6% | 65,070 | $3.7M |
| Private Advisor Group, LLC | 0.03% | Reduce -9.6% | 64,428 | $3.6M |
| Louisiana State Employees Retirement System | 0.07% | Add +2.4% | 62,900 | $3.6M |
| Cozad Asset Management Inc. | 0.37% | Add +14.7% | 62,535 | $3.5M |
| Armstrong, Fleming & Moore, Inc | 2.44% | Reduce -0.1% | 62,464 | $3.5M |
| New Insight Wealth Advisors | 2.14% | Reduce -0.1% | 60,592 | $3.4M |
| Arizona State Retirement System | 0.02% | Add +2.3% | 60,145 | $3.4M |
| Prairiewood Capital, LLC | 1.57% | Add +9.1% | 59,160 | $3.3M |
| American Century Companies Inc. | 0.00% | Reduce -92.1% | 59,036 | $3.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Add +3.1% | 57,633 | $3.3M |
| HighPoint Advisor Group LLC | 0.23% | Reduce -2.5% | 55,213 | $3.2M |
| AXA S.A. | 0.01% | Add +68.6% | 56,828 | $3.2M |
| Cohen Capital Management, Inc. | 0.55% | Add +0.5% | 54,788 | $3.1M |
| Oregon Public Employees Retirement Fund | 0.06% | Reduce -12.5% | 54,020 | $3.0M |
| Pensionfund PDN | 1.62% | Add +3.9% | 53,800 | $3.0M |
| State of Michigan Retirement System | 0.02% | Add +2.3% | 53,700 | $3.0M |
| Romano Brothers and Company | 0.41% | Reduce -3.5% | 52,720 | $3.0M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +0.2% | 52,495 | $3.0M |
| Andra AP-fonden | 0.05% | Reduce -44.6% | 52,450 | $3.0M |
| Hantz Financial Services, Inc. | 0.06% | Reduce -4.4% | 52,269 | $3.0M |
| Avantax Advisory Services, Inc. | 0.03% | Add +2.2% | 52,260 | $2.9M |
| Brown, Lisle/Cummings, Inc. | 0.99% | Add +1.0% | 51,502 | $2.9M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Add +12.7% | 48,992 | $2.8M |
| Northwestern Mutual Investment Management Company, LLC | 0.07% | Add +0.3% | 48,773 | $2.8M |
| Ameritas Investment Partners, Inc. | 0.09% | No change | 48,283 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Add +5.9% | 46,405 | $2.6M |
| Creegan & Nassoura Financial Group, LLC | 1.75% | No change | 46,375 | $2.6M |
| Wellington Shields Capital Management, LLC | 0.49% | Reduce -2.3% | 46,198 | $2.6M |
| Capital Square, LLC | 1.82% | Add +7.6% | 45,636 | $2.6M |
| New Mexico Educational Retirement Board | 0.09% | No change | 43,400 | $2.4M |
| Pensionfund Sabic | 0.72% | Add +7.4% | 43,304 | $2.4M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Add +6.8% | 42,545 | $2.4M |
| IFM Investors Pty Ltd | 0.03% | Reduce -4.8% | 42,360 | $2.4M |
| Wealthfront Advisers LLC | 0.01% | Add +28.6% | 41,674 | $2.4M |
| Agf Management Ltd. | 0.01% | Reduce -13.5% | 41,464 | $2.3M |
| Jane Street Group, LLC | 0.00% | Reduce -81.0% | 41,179 | $2.3M |
| Corient Private Wealth LP | 0.00% | Reduce -8.1% | 40,754 | $2.3M |
| HBW Advisory Services LLC | 0.40% | No change | 33,383 | $2.2M |
| Colonial Trust Advisors | 0.21% | Reduce -14.0% | 37,657 | $2.1M |
| Inspirion Wealth Advisors, LLC | 0.35% | Reduce -6.4% | 37,361 | $2.1M |
| Xponance LLC | 0.02% | Add +40.4% | 37,333 | $2.1M |
| Utah Retirement Systems | 0.02% | Add +0.6% | 36,876 | $2.1M |
| Ostrum Asset Management | 0.16% | No change | 36,693 | $2.1M |
| Lecap Asset Management Ltd. | 0.43% | Add +122.4% | 36,612 | $2.1M |
| Sowell Financial Services LLC | 0.10% | Reduce -6.9% | 35,682 | $2.0M |
| FORA Capital, LLC | 0.17% | New | 35,906 | $2.0M |
| US Bancorp \de | 0.00% | Add +0.7% | 35,203 | $2.0M |
| Boothbay Fund Management, LLC | 0.06% | New | 34,733 | $2.0M |
| DNB Asset Management AS | 0.01% | Reduce -23.9% | 34,262 | $1.9M |
| Weaver Consulting Group | 0.71% | Add +0.8% | 33,921 | $1.9M |
| Pathway Financial Advisers, LLC | 0.68% | Add +5.0% | 33,600 | $1.9M |
| TD Asset Management Inc | 0.00% | Add +1.7% | 33,242 | $1.9M |
| Voya Investment Management LLC | 0.00% | Reduce -13.9% | 33,230 | $1.9M |
| Gradient Capital Advisors, LLC | 0.68% | Reduce -3.8% | 32,894 | $1.9M |
| Investmark Advisory Group LLC | 1.02% | Add +0.2% | 32,823 | $1.9M |
| Excalibur Management Corp. | 0.77% | Add +5.1% | 32,325 | $1.8M |
| Swedbank AB | 0.00% | Reduce -0.2% | 31,959 | $1.8M |
| XML Financial, LLC | 0.18% | New | 31,917 | $1.8M |
| Wolverine Asset Management LLC | 0.16% | Add +688.2% | 31,836 | $1.8M |
| Inspire Investing, LLC | 0.18% | Add +15.8% | 31,827 | $1.8M |
| Vident Advisory, LLC | 0.04% | Reduce -19.0% | 30,970 | $1.7M |
| Bank of Montreal | 0.00% | Reduce -9.9% | 31,152 | $1.7M |
| M&T Bank Corp | 0.01% | Reduce -1.2% | 30,808 | $1.7M |
| Neuberger Berman Group LLC | 0.00% | Reduce -17.3% | 30,457 | $1.7M |
| 1832 Asset Management L.P. | 0.00% | Add +12.9% | 30,434 | $1.7M |
| Presima Securities ULC | 0.40% | Reduce -3.0% | 30,286 | $1.7M |
| Paradiem, LLC | 0.41% | No change | 29,717 | $1.7M |
| Mutual Advisors, LLC | 0.05% | Add +15.9% | 29,679 | $1.7M |
| Wellington Management Group LLP | 0.00% | Add +6.3% | 29,205 | $1.6M |
| Bahl & Gaynor LLC | 0.01% | Reduce -1.8% | 29,123 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -24.3% | 28,771 | $1.6M |
| TFG Advisers LLC | 0.63% | Reduce -0.0% | 28,641 | $1.6M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -3.7% | 27,876 | $1.6M |
| Hilltop Partners LLC | 0.55% | Reduce -3.7% | 27,468 | $1.6M |
| Moors & Cabot, Inc. | 0.08% | Add +0.7% | 27,292 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -1.3% | 26,996 | $1.5M |
| Blair William & Co. | 0.00% | Reduce -45.1% | 26,859 | $1.5M |
| Bison Wealth, LLC | 0.25% | Add +2.4% | 26,847 | $1.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +6.0% | 26,108 | $1.5M |
| Prudential Financial Inc. | 0.00% | Reduce -45.1% | 25,979 | $1.5M |
| Griffin Asset Management, Inc. | 0.17% | Add +4.4% | 25,810 | $1.5M |
| Associated Banc-Corp | 0.04% | No change | 24,800 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -3.5% | 24,749 | $1.4M |
| Stifel Financial Corp. | 0.00% | Reduce -10.4% | 24,591 | $1.4M |
| Richard P Slaughter Associates Inc | 0.33% | Add +2.4% | 24,244 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +2.5% | 24,156 | $1.4M |
| AQR Capital Management | 0.00% | Reduce -50.5% | 24,127 | $1.4M |
| Adams Asset Advisors, LLC | 0.18% | Add +8.0% | 24,057 | $1.4M |
| KBC Group NV | 0.00% | Add +17.3% | 23,628 | $1.3M |
| Toronto Dominion Bank | 0.00% | Reduce -54.9% | 22,884 | $1.3M |
| Horan Capital Advisors, LLC. | 0.46% | Reduce -2.5% | 22,808 | $1.3M |
| GAMCO Investors | 0.01% | No change | 22,600 | $1.3M |
| Cwm, LLC | 0.01% | Add +3.0% | 21,853 | $1.2M |
| Horizon Kinetics Asset Management LLC | 0.02% | Add +10.1% | 21,800 | $1.2M |
| Federated Hermes, Inc. | 0.00% | Reduce -7.9% | 21,556 | $1.2M |
| WCG Wealth Advisors LLC | 0.10% | Add +1.7% | 21,150 | $1.2M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 21,116 | $1.2M |
| Public Sector Pension Investment Board | 0.01% | Add +1.1% | 21,036 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -23.6% | 21,004 | $1.2M |
| Centiva Capital, LP | 0.07% | Add +7118.8% | 20,790 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -84.2% | 20,703 | $1.2M |
| Arete Wealth Advisors, LLC | 0.11% | Reduce -0.8% | 20,623 | $1.2M |
| Daiichi Life Insurance Co., Ltd. | 0.03% | No change | 13,251 | $1.2M |
| Spirit of America Management Corp. | 0.23% | Reduce -25.7% | 20,200 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +9.5% | 20,183 | $1.1M |
| Erste Asset Management GmbH | 0.02% | No change | 20,200 | $1.1M |
| Elo Mutual Pension Insurance Co | 0.03% | Add +7.0% | 19,980 | $1.1M |
| Atria Investments, Inc | 0.02% | Add +21.7% | 19,449 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +25.2% | 19,304 | $1.1M |
| Janus Henderson Group PLC | 0.00% | Add +0.0% | 19,206 | $1.1M |
| RB Capital Management, LLC | 0.30% | Reduce -5.0% | 19,150 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +29.9% | 18,932 | $1.1M |
| LRI Investments, LLC | 0.27% | — | 18,916 | $1.1M |
| Lazard Asset Management LLC | 0.00% | Reduce -67.7% | 18,694 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +3.8% | 18,530 | $1.0M |
| Metis Global Partners, LLC | 0.04% | Add +3.0% | 18,489 | $1.0M |
| Naviter Wealth, LLC | 0.17% | Add +17.4% | 18,116 | $1.0M |
| Jeppson Wealth Management, LLC | 0.40% | Reduce -11.8% | 18,336 | $1.0M |
| Wealthstar Advisors, LLC | 0.36% | Reduce -16.9% | 18,140 | $1.0M |
| Securian Asset Management, Inc. | 0.03% | Reduce -2.6% | 17,982 | $1.0M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +32.8% | 17,940 | $1.0M |
| Prelude Capital Management, LLC | 0.07% | New | 17,776 | $1.0M |
| Gulf International Bank (UK) Ltd | 0.03% | No change | 17,738 | $1.0M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -3.0% | 17,462 | $986K |
| Mediolanum International Funds Ltd | 0.02% | — | 17,410 | $974K |
| Harbor Investment Advisory, LLC | 0.10% | Add +0.2% | 17,152 | $968K |
| Arax Advisory Partners | 0.10% | Add +0.3% | 16,975 | $958K |
| DoubleLine ETF Adviser LP | 0.24% | Add +11.1% | 16,709 | $943K |
| Belpointe Asset Management LLC | 0.07% | Reduce -2.5% | 16,603 | $937K |
| Schroder Investment Management Group | 0.00% | Reduce -1.5% | 16,589 | $936K |
| United Services Automobile Association | 0.02% | New | 16,544 | $934K |
| Mission Creek Capital Partners, Inc. | 0.24% | Reduce -41.0% | 16,297 | $920K |
| Trivium Point Advisory, LLC | 0.20% | Reduce -8.4% | 16,217 | $915K |
| Pathstone Holdings, LLC | 0.00% | Add +50.0% | 16,216 | $915K |
| Bank of Nova Scotia | 0.00% | Reduce -3.5% | 16,147 | $911K |
| Alpha Omega Wealth Management LLC | 0.17% | No change | 16,043 | $905K |
| Founders Financial Alliance, LLC | 0.27% | Reduce -3.5% | 15,973 | $902K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +14.7% | 16,104 | $888K |
| Maryland State Retirement & Pension System | 0.02% | No change | 16,211 | $868K |
| Waverly Advisors, LLC | 0.02% | Reduce -8.2% | 15,362 | $867K |
| Crossmark Global Holdings, Inc. | 0.02% | Add +1.7% | 15,361 | $867K |
| Vestcor Inc | 0.03% | Add +241.2% | 15,335 | $866K |
| Natixis Advisors, LLC | 0.00% | Add +7.4% | 15,271 | $862K |
| Penserra Capital Management LLC | 0.01% | Add +13.0% | 15,278 | $861K |
| Walleye Capital LLC | 0.01% | New | 15,253 | $861K |
| Panagora Asset Management Inc. | 0.00% | Reduce -6.2% | 15,208 | $858K |
| Principal Securities, Inc. | 0.03% | Add +3.3% | 15,168 | $856K |
| HBK Sorce Advisory LLC | 0.03% | Add +1.0% | 14,678 | $828K |
| Texas Yale Capital Corp. | 0.04% | Reduce -2.0% | 14,595 | $824K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.3% | 14,547 | $821K |
| LBP Am SA | 0.03% | Add +91.7% | 14,505 | $819K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +9.9% | 14,159 | $799K |
| Royal Fund Management, LLC | 0.09% | Add +7.4% | 14,056 | $793K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -18.4% | 13,819 | $780K |
| HGI Capital Management, LLC | 0.84% | New | 13,818 | $780K |
| Client 1ST Advisory Group, LLC | 0.35% | Reduce -0.4% | 13,734 | $775K |
| Vista Investment Management | 0.31% | Add +1.7% | 13,674 | $772K |
| Curi Capital, LLC | 0.02% | Reduce -4.9% | 13,669 | $771K |
| Colonial Trust Co / SC | 0.14% | Reduce -15.5% | 13,587 | $767K |
| Nordea Investment Management AB | 0.00% | Reduce -3.5% | 13,527 | $761K |
| Mackenzie Financial Corp. | 0.00% | Add +54.4% | 13,398 | $756K |
| Ethic Inc. | 0.02% | Reduce -42.5% | 13,208 | $745K |
| EverSource Wealth Advisors, LLC | 0.06% | Add +651.5% | 13,466 | $738K |
| Aurora Private Wealth, Inc. | 0.61% | Reduce -6.5% | 12,580 | $705K |
| Sigma Planning Corp | 0.02% | Add +106.9% | 12,476 | $704K |
| C2C Wealth Management, LLC | 0.70% | Reduce -7.4% | 12,463 | $703K |
| Heirloom Wealth Management | 0.24% | Reduce -0.7% | 12,453 | $703K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -34.0% | 12,436 | $702K |
| Samalin Investment Counsel, LLC | 0.33% | Reduce -4.1% | 12,429 | $701K |
| Beacon Investment Advisory Services, Inc. | 0.03% | Reduce -7.6% | 12,395 | $700K |
| Coldstream Capital Management Inc. | 0.02% | Add +19.5% | 12,248 | $691K |
| Liberty One Investment Management, LLC | 0.08% | Add +18.1% | 11,917 | $673K |
| Raymond James Trust N.A. | 0.02% | Add +6.6% | 11,905 | $672K |
| Howe & Rusling Inc. | 0.06% | Reduce -0.1% | 11,886 | $671K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +4.9% | 11,831 | $668K |
| Meiji Yasuda Asset Management Co Ltd. | 0.03% | Add +116.9% | 11,712 | $661K |
| Virtu Financial LLC | 0.05% | Add +186.6% | 11,701 | $660K |
| Adams Wealth Management | 0.16% | Add +3.4% | 11,692 | $660K |
| Advisory Services Network, LLC | 0.01% | Reduce -6.3% | 11,648 | $657K |
| Achmea Investment Management B.V. | 0.01% | No change | 11,619 | $656K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -2.3% | 11,240 | $634K |
| Global Retirement Partners, LLC | 0.02% | Reduce -8.3% | 11,121 | $628K |
| Independent Financial Group, LLC | 0.03% | Reduce -22.6% | 11,119 | $628K |
| Peddock Capital Advisors, LLC | 0.16% | Reduce -0.8% | 11,074 | $625K |
| Obermeyer Wealth Partners | 0.04% | New | 10,881 | $614K |
| Stephens Inc. | 0.01% | Add +66.2% | 10,870 | $614K |
| Highlander Capital Management, LLC | 0.24% | No change | 10,825 | $611K |
| Diligent Investors, LLC | 0.15% | Add +0.6% | 10,737 | $606K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -2.1% | 10,725 | $605K |
| ProShare Advisors LLC | 0.00% | Reduce -7.2% | 10,672 | $602K |
| Cooper Financial Group | 0.10% | Reduce -4.0% | 10,657 | $601K |
| Lockheed Martin Investment Management Co. | 0.04% | Reduce -23.6% | 9,075 | $594K |
| Norinchukin Bank, The | 0.02% | Reduce -1.3% | 10,471 | $591K |
| Flagship Private Wealth, LLC | 0.38% | Reduce -6.4% | 10,437 | $589K |
| First National Bank of Mount Dora, Trust Investment Services | 0.14% | No change | 10,400 | $587K |
| Oppenheimer & Co. Inc. | 0.01% | Add +6.1% | 10,347 | $584K |
| McGlone Suttner Wealth Management, Inc. | 0.11% | Add +15.3% | 10,335 | $583K |
| Arkadios Wealth Advisors | 0.05% | Add +0.5% | 10,332 | $583K |
| Ossiam | 0.01% | Reduce -16.4% | 10,317 | $582K |
| Nicholas Hoffman & Company, LLC. | 0.03% | New | 10,195 | $575K |
| CIC Wealth, LLC | 0.17% | Add +26.6% | 10,128 | $572K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +86.3% | 10,002 | $565K |
| Summit Financial, LLC | 0.03% | New | 9,850 | $564K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 10,000 | $562K |
| Baird Financial Group, Inc. | 0.00% | Add +30.8% | 9,944 | $561K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.4% | 9,877 | $557K |
| Accel Wealth Management | 0.24% | Add +1.3% | 9,852 | $556K |
| LGT Financial Advisors LLC | 0.64% | Reduce -12.6% | 9,830 | $555K |
| Entropy Technologies, LP | 0.06% | New | 9,760 | $551K |
| LVW Advisors, LLC | 0.09% | Add +149.6% | 9,747 | $550K |
| Old Port Advisors | 0.17% | Add +12.0% | 9,674 | $546K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -0.3% | 9,657 | $545K |
| First National Trust Co | 0.02% | No change | 9,628 | $543K |
| Walden Wealth Partners LLC | 0.32% | No change | 9,851 | $543K |
| MKT Advisors LLC | 0.30% | Add +0.3% | 9,717 | $541K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -45.5% | 9,541 | $539K |
| Centersquare Investment Management LLC | 0.01% | Reduce -48.5% | 9,799 | $537K |
| CarsonAllaria Wealth Management, Ltd. | 0.34% | Add +0.8% | 9,505 | $537K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.1% | 9,479 | $535K |
| Commerce Bank | 0.00% | Reduce -11.8% | 9,426 | $532K |
| Independent Advisor Alliance | 0.02% | Reduce -15.0% | 9,298 | $525K |
| Versor Investments LP | 0.11% | Reduce -61.1% | 9,292 | $524K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.4% | 9,269 | $523K |
| Demars Financial Group, LLC | 0.26% | New | 9,223 | $521K |
| Shelton Capital Management | 0.01% | No change | 9,221 | $520K |
| Assetmark, Inc. | 0.00% | Add +0.1% | 9,131 | $515K |
| Herold Advisors, Inc. | 0.12% | Add +0.8% | 9,095 | $513K |
| Lanark Financial, Inc. | 0.05% | Add +23.9% | 8,870 | $511K |
| Townsquare Capital LLC | 0.01% | Add +23.1% | 9,040 | $510K |
| Wolverine Trading, LLC | 0.01% | New | 9,015 | $509K |
| Intech Investment Management LLC | 0.01% | Add +143.3% | 9,005 | $508K |
| Lincoln National Corp. | 0.01% | Add +0.1% | 8,913 | $503K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -82.7% | 8,915 | $503K |
| IHT Wealth Management, LLC | 0.02% | Reduce -14.1% | 8,908 | $503K |
| Clear Creek Financial Management, LLC | 0.06% | No change | 8,905 | $503K |
| Eldridge Investment Advisors, Inc. | 0.13% | No change | 8,875 | $501K |
| FLC Capital Advisors | 0.13% | Reduce -16.5% | 8,811 | $497K |
| Per Stirling Capital Management, LLC. | 0.08% | Add +2.6% | 8,723 | $492K |
| PFG Investments, LLC | 0.03% | New | 8,720 | $492K |
| APG Asset Management N.V. | 0.00% | Add +32.6% | 9,347 | $488K |
| Austin Private Wealth, LLC | 0.06% | Add +10.2% | 8,821 | $485K |
| XTX Topco Ltd | 0.07% | New | 8,579 | $484K |
| Candriam S.C.A. | 0.00% | No change | 8,490 | $479K |
| D.B. Root & Company, LLC | 0.16% | Reduce -39.6% | 8,479 | $479K |
| Archer Investment Corp | 0.14% | Add +33.2% | 8,348 | $471K |
| Inspire Advisors, LLC | 0.06% | Add +29.1% | 8,289 | $468K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.4% | 8,274 | $467K |
| Citadel Advisors | 0.00% | Reduce -61.3% | 8,227 | $464K |
| Insight Wealth Partners, LLC | 0.30% | Reduce -3.9% | 8,177 | $462K |
| Wellington Shields & Co., LLC | 0.15% | Reduce -8.7% | 8,156 | $460K |
| AE Wealth Management LLC | 0.01% | Reduce -83.6% | 8,147 | $460K |
| GeoWealth Management, LLC | 0.02% | Add +79.4% | 8,106 | $458K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -75.7% | 8,067 | $455K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -3.9% | 7,962 | $449K |
| Quantinno Capital Management LP | 0.01% | Add +40.6% | 7,955 | $449K |
| Campbell Wealth Management | 0.04% | Add +29.4% | 7,856 | $443K |
| Boston Financial Mangement LLC | 0.01% | No change | 7,800 | $440K |
| Philadelphia Trust Co. | 0.04% | Add +6.9% | 7,790 | $440K |
| AXS Investments LLC | 0.11% | No change | 7,771 | $439K |
| KOM Wealth Management Group, LLC | 0.43% | Reduce -2.2% | 7,746 | $437K |
| Modern Wealth Management, LLC | 0.04% | New | 7,705 | $435K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -4.7% | 7,518 | $431K |
| Kovack Advisors, Inc. | 0.05% | Add +2.4% | 7,601 | $429K |
| Global Wealth Management Investment Advisory, Inc. | 0.10% | Add +4.0% | 7,585 | $428K |
| Fifth Third Bancorp | 0.00% | Reduce -4.5% | 7,568 | $427K |
| Centaurus Financial, Inc. | 0.03% | Reduce -11.6% | 7,502 | $423K |
| Campbell & CO Investment Adviser LLC | 0.04% | New | 7,446 | $420K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -1.3% | 7,278 | $411K |
| D.A. Davidson & Co. | 0.00% | Reduce -8.4% | 7,267 | $410K |
| Signaturefd, LLC | 0.01% | Reduce -1.4% | 7,235 | $408K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -2.9% | 7,231 | $408K |
| Burney Co./ | 0.02% | Reduce -0.1% | 7,228 | $408K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -1.9% | 7,217 | $407K |
| E. Ohman J:or Asset Management AB | 0.01% | No change | 7,200 | $406K |
| Wambolt & Associates, LLC | 0.12% | Reduce -27.1% | 7,216 | $405K |
| Family Legacy, Inc. | 0.14% | Reduce -22.2% | 7,138 | $403K |
| Mgo One Seven LLC | 0.02% | Reduce -1.4% | 7,128 | $402K |
| Empower Advisory Group, LLC | 0.00% | Add +6.7% | 7,122 | $402K |
| CIBC Asset Management Inc | 0.00% | Add +0.2% | 7,119 | $402K |
| Two Sigma Investments, LP | 0.00% | New | 7,113 | $401K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -0.3% | 6,993 | $395K |
| Fisher Asset Management | 0.00% | Add +2.4% | 6,974 | $394K |
| Optimum Investment Advisors | 0.18% | Reduce -12.7% | 6,907 | $390K |
| Ballentine Partners, LLC | 0.01% | Reduce -1.1% | 6,889 | $389K |
| Dudley Capital Management, LLC | 0.23% | No change | 6,900 | $387K |
| Perennial Investment Advisors, LLC | 0.06% | Add +8.4% | 6,815 | $385K |
| Teamwork Financial Advisors, LLC | 0.06% | Add +26.8% | 6,805 | $384K |
| MADDEN SECURITIES Corp | 0.18% | Reduce -18.6% | 6,780 | $383K |
| Metropolitan Life Insurance Co | 0.02% | Add +0.8% | 6,752 | $381K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -0.3% | 6,748 | $381K |
| First City Capital Management, Inc. | 0.21% | Reduce -0.5% | 6,730 | $380K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -11.1% | 6,723 | $379K |
| Impact Partnership Wealth, LLC | 0.15% | New | 6,707 | $379K |
| Sawyer & Company, Inc | 0.15% | Reduce -2.9% | 6,695 | $378K |
| Scientech Research LLC | 0.20% | New | 6,638 | $375K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -22.7% | 6,625 | $374K |
| Western Wealth Management, LLC | 0.03% | Reduce -11.7% | 6,615 | $373K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | No change | 6,566 | $371K |
| Focus Financial Network, Inc. | 0.02% | — | 6,682 | $365K |
| Avion Wealth | 0.10% | Add +0.1% | 6,404 | $362K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 6,308 | $361K |
| Profund Advisors LLC | 0.01% | Add +4.3% | 6,323 | $357K |
| 360 Financial, Inc. | 0.14% | Reduce -0.3% | 6,280 | $354K |
| International Assets Investment Management, LLC | 0.04% | Reduce -0.7% | 6,287 | $353K |
| Equitable Holdings, Inc. | 0.00% | Reduce -13.6% | 6,237 | $352K |
| Tritonpoint Wealth, LLC | 0.04% | No change | 5,358 | $352K |
| Kaizen Financial Strategies | 0.24% | Reduce -17.6% | 6,174 | $348K |
| Retirement Planning Co of New England, Inc. | 0.19% | Add +19.0% | 6,155 | $347K |
| Glenmede Trust Co. NA | 0.00% | Reduce -8.8% | 6,095 | $344K |
| Commerzbank Aktiengesellschaft | 0.01% | New | 6,084 | $344K |
| SWP Financial LLC | 0.24% | Add +4.3% | 6,074 | $343K |
| Tidal Investments LLC | 0.01% | New | 6,068 | $342K |
| Gilbert & Cook, Inc. | 0.05% | Reduce -0.0% | 6,057 | $342K |
| Quadcap Wealth Management, LLC | 0.08% | Reduce -12.1% | 6,017 | $340K |
| True North Advisors, LLC | 0.09% | No change | 5,939 | $335K |
| Columbia Asset Management | 0.07% | No change | 5,125 | $332K |
| Kowal Investment Group, LLC | 0.07% | Add +44.2% | 5,871 | $331K |
| Widmann Financial Services, Inc. | 0.28% | No change | 5,860 | $331K |
| Fiera Capital Corp | 0.00% | No change | 5,831 | $329K |
| Avantax Planning Partners, Inc. | 0.01% | Add +72.4% | 5,824 | $329K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -6.5% | 5,822 | $329K |
| Rockport Wealth LLC | 0.22% | — | 5,782 | $325K |
| Allen Capital Group, LLC | 0.05% | Add +1.6% | 5,752 | $325K |
| Jacobi Capital Management LLC | 0.03% | Reduce -3.2% | 5,740 | $324K |
| Cullen Capital Management, LLC | 0.00% | No change | 5,723 | $323K |
| Benedetti & Gucer, Inc. | 0.16% | New | 5,726 | $323K |
| Alberta Investment Management Corp | 0.00% | No change | 5,700 | $322K |
| Intrua Financial, LLC | 0.05% | Add +4.0% | 5,684 | $321K |
| Ignite Planners, LLC | 0.09% | Reduce -0.6% | 5,695 | $319K |
| Prospera Financial Services Inc | 0.01% | New | 5,654 | $319K |
| NewEdge Wealth, LLC | 0.01% | Add +2.0% | 5,669 | $317K |
| Symphony Financial, Ltd. Co. | 0.07% | No change | 5,571 | $314K |
| Teacher Retirement System of Texas | 0.00% | Reduce -85.7% | 5,559 | $314K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 5,558 | $314K |
| Berger Financial Group, Inc | 0.03% | Reduce -15.6% | 5,541 | $313K |
| Park Avenue Securities LLC | 0.00% | Reduce -11.0% | 5,523 | $312K |
| EP Wealth Advisors, LLC | 0.00% | Add +8.4% | 5,474 | $309K |
| One Wealth Map LLC | 0.20% | No change | 5,494 | $309K |
| Evergreen Capital Management LLC | 0.01% | Reduce -2.2% | 5,309 | $304K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 5,386 | $304K |
| Shell Asset Management Co. | 0.01% | Reduce -41.4% | 5,501 | $303K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -67.4% | 5,409 | $303K |
| Main Street Financial Solutions, LLC | 0.03% | Add +4.3% | 5,341 | $301K |
| Basepoint Wealth LLC | 0.23% | Add +1.3% | 5,333 | $301K |
| Private Trust Co. NA | 0.03% | Reduce -19.8% | 5,327 | $301K |
| Carret Asset Management, LLC | 0.04% | No change | 5,323 | $300K |
| DF Dent & Co. Inc. | 0.00% | Add +12.5% | 5,288 | $298K |
| Two Sigma Securities, LLC | 0.01% | Add +33.4% | 5,280 | $298K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -96.9% | 5,245 | $296K |
| Sound Income Strategies, LLC | 0.02% | Add +2.6% | 5,229 | $295K |
| Jackson Wealth Management, LLC | 0.04% | Reduce -7.1% | 5,233 | $295K |
| Viawealth, LLC | 0.18% | Reduce -20.3% | 5,202 | $294K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 5,187 | $293K |
| Cornerstone Wealth Group, LLC | 0.03% | Add +9.1% | 5,174 | $292K |
| Level Four Advisory Services, LLC | 0.02% | No change | 4,503 | $292K |
| Gen-Wealth Partners Inc | 0.14% | — | 5,150 | $291K |
| Truvestments Capital LLC | 0.11% | Reduce -75.6% | 5,134 | $290K |
| Walleye Trading LLC | 0.00% | Reduce -46.6% | 5,124 | $289K |
| Woodward Diversified Capital, LLC | 0.18% | Reduce -16.3% | 5,118 | $289K |
| Argent Trust Co | 0.01% | Reduce -17.3% | 5,091 | $287K |
| Joel Isaacson & Co., LLC | 0.02% | Reduce -11.5% | 5,073 | $286K |
| Summit Wealth Group, LLC | 0.19% | No change | 5,047 | $285K |
| Verition Fund Management LLC | 0.00% | Add +52.9% | 5,038 | $284K |
| LexAurum Advisors, LLC | 0.07% | Reduce -5.8% | 5,014 | $283K |
| Kingsview Wealth Management, LLC | 0.01% | Add +5.6% | 5,006 | $283K |
| Syntegra Private Wealth Group, LLC | 0.04% | Reduce -6.1% | 4,949 | $279K |
| Barlow Wealth Partners, LLC | 0.04% | No change | 5,049 | $278K |
| Concord Wealth Partners | 0.05% | Reduce -23.9% | 4,907 | $277K |
| Kathmere Capital Management, LLC | 0.03% | No change | 4,907 | $277K |
| Diversify Advisory Services, LLC | 0.02% | — | 4,933 | $277K |
| Prosperitas Financial LLC | 0.18% | Reduce -3.1% | 4,898 | $276K |
| Procyon Advisors, LLC | 0.02% | Reduce -1.2% | 4,893 | $276K |
| CI Investments Inc. | 0.00% | Add +32.0% | 4,872 | $275K |
| Focus Partners Wealth | 0.00% | Add +2.6% | 4,858 | $274K |
| Cutler Group LLC / CA | 0.14% | Reduce -49.3% | 4,824 | $272K |
| Round Rock Advisors LLC | 0.07% | No change | 4,814 | $272K |
| Degroof Petercam Asset Management | 0.00% | No change | 4,800 | $271K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 4,180 | $271K |
| MAI Capital Management | 0.00% | Reduce -13.2% | 4,777 | $270K |
| Bright Futures Wealth Management, LLC. | 0.14% | — | 4,791 | $267K |
| Gateway Investment Advisers LLC | 0.00% | Reduce -1.4% | 4,644 | $262K |
| Cadence Bank | 0.02% | No change | 4,633 | $261K |
| Dividend Assets Capital, LLC | 0.05% | No change | 4,500 | $254K |
| Virtue Capital Management, LLC | 0.05% | Reduce -33.2% | 4,564 | $254K |
| D. E. Shaw & Co. | 0.00% | New | 4,466 | $252K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +1.5% | 4,446 | $251K |
| Coppell Advisory Solutions Corp. | 0.05% | — | 4,398 | $248K |
| BTC Capital Management, Inc. | 0.02% | — | 4,390 | $248K |
| Sovereign Financial Group, Inc. | 0.07% | Reduce -1.9% | 4,382 | $247K |
| L.M. Kohn & Company | 0.07% | No change | 4,361 | $246K |
| Cordatus Wealth Management LLC | 0.18% | New | 4,363 | $246K |
| Redwood Financial Network Corp | 0.21% | Reduce -10.5% | 4,319 | $244K |
| Compound Planning, Inc. | 0.02% | New | 4,261 | $240K |
| Garrison Asset Management, LLC | 0.13% | Add +0.1% | 4,252 | $240K |
| Alaska Permanent Fund Corp | 0.00% | Reduce -68.7% | 4,219 | $238K |
| GPS Wealth Strategies Group, LLC | 0.04% | Reduce -32.1% | 4,175 | $236K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -23.2% | 4,167 | $235K |
| RFG Advisory, LLC | 0.01% | Reduce -6.9% | 4,152 | $234K |
| Venture Visionary Partners LLC | 0.01% | Add +16.1% | 4,144 | $234K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 4,130 | $233K |
| Raleigh Capital Management Inc. | 0.10% | Reduce -13.9% | 4,115 | $232K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +0.7% | 4,050 | $232K |
| San Luis Wealth Advisors LLC | 0.12% | No change | 4,086 | $231K |
| HM Payson & Co. | 0.00% | No change | 4,086 | $231K |
| Capital Advisory Group Advisory Services, LLC | 0.11% | No change | 4,082 | $230K |
| Aspire Wealth Management Corp | 0.14% | Add +0.7% | 4,078 | $230K |
| Lido Advisors, LLC | 0.00% | Reduce -5.5% | 3,998 | $229K |
| Willis Johnson & Associates, Inc. | 0.02% | New | 4,055 | $229K |
| Trust Point Inc. | 0.02% | New | 4,015 | $227K |
| Gsa Capital Partners LLP | 0.02% | New | 3,996 | $226K |
| Jefferies Financial Group Inc. | 0.01% | New | 4,000 | $226K |
| AIA Group Ltd | 0.01% | New | 3,969 | $224K |
| Tompkins Financial Corp. | 0.03% | Add +2.8% | 3,962 | $224K |
| Evanson Asset Management, LLC | 0.02% | Add +0.1% | 3,960 | $224K |
| Monterey Private Wealth, Inc. | 0.09% | No change | 3,953 | $223K |
| Parsons Capital Management Inc. | 0.02% | No change | 3,950 | $223K |
| Accurate Wealth Management, LLC | 0.06% | Add +5.6% | 3,913 | $220K |
| Fortitude Advisory Group L.L.C. | 0.12% | Add +21.1% | 3,888 | $219K |
| Tradition Wealth Management, LLC | 0.02% | No change | 3,880 | $219K |
| Insight 2811, Inc. | 0.11% | Reduce -19.2% | 3,878 | $219K |
| Clearview Wealth Advisors LLC | 0.22% | Reduce -2.7% | 3,873 | $219K |
| Larson Financial Group LLC | 0.02% | Reduce -8.1% | 3,872 | $219K |
| Mach-1 Financial Group, LLC | 0.17% | Reduce -14.0% | 3,854 | $218K |
| Buckingham Strategic Wealth, LLC | 0.00% | Reduce -0.2% | 3,848 | $217K |
| GC Wealth Management RIA, LLC | 0.04% | Reduce -6.1% | 3,835 | $216K |
| SVB Wealth LLC | 0.00% | New | 3,795 | $214K |
| MV Capital Management, Inc. | 0.02% | Reduce -11.6% | 3,790 | $214K |
| Keynote Financial Services LLC | 0.18% | — | 3,785 | $214K |
| New York Life Investment Management LLC | 0.00% | Add +2.8% | 3,716 | $210K |
| Capital Planning Advisors, LLC | 0.04% | Reduce -2.4% | 3,657 | $206K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 3,174 | $206K |
| Regions Financial Corp. | 0.00% | Add +0.5% | 3,623 | $204K |
| Monument Capital Management | 0.06% | Add +1.3% | 3,618 | $204K |
| Brookstone Capital Management | 0.00% | Reduce -4.1% | 3,595 | $203K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -19.6% | 3,590 | $203K |
| HB Wealth Management, LLC | 0.00% | Add +6.2% | 3,576 | $202K |
| Systematic Portfolios LLC | 0.66% | New | 2,276 | $201K |
| Physician Wealth Advisors, Inc. | 0.04% | Add +0.2% | 3,767 | $201K |
| Harbour Investments, Inc. | 0.01% | Reduce -8.5% | 3,553 | $201K |
| GoalVest Advisory LLC | 0.06% | Add +409.6% | 3,221 | $182K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -27.2% | 3,237 | $181K |
| Quadrant Capital Group LLC | 0.01% | Add +36.3% | 3,150 | $178K |
| Motco | 0.01% | Add +8.3% | 3,037 | $171K |
| SOA Wealth Advisors, LLC. | 0.03% | Reduce -96.0% | 2,954 | $167K |
| Sunbelt Securities, Inc. | 0.02% | Add +0.6% | 2,823 | $159K |
| First Manhattan Co. Llc. | 0.00% | Reduce -0.1% | 2,700 | $152K |
| IAG Wealth Partners, LLC | 0.03% | Add +3.7% | 2,689 | $152K |
| North Star Investment Management Corp. | 0.01% | Add +0.4% | 2,675 | $151K |
| Westpac Banking Corp. | 0.01% | Reduce -2.6% | 2,664 | $150K |
| AllSquare Wealth Management LLC | 0.08% | No change | 2,540 | $143K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +123.3% | 2,360 | $142K |
| WASHINGTON TRUST Co | 0.01% | Reduce -0.4% | 2,463 | $139K |
| Twin Tree Management, LP | 0.00% | New | 2,462 | $139K |
| Creative Financial Designs Inc. | 0.01% | Add +15.6% | 2,443 | $138K |
| CENTRAL TRUST Co | 0.00% | No change | 2,421 | $137K |
| Register Financial Advisors LLC | 0.07% | New | 2,292 | $129K |
| Parallel Advisors, LLC | 0.00% | Reduce -3.6% | 2,223 | $125K |
| Sandy Spring Bank | 0.01% | Reduce -12.3% | 2,140 | $121K |
| Pin Oak Investment Advisors Inc. | 0.11% | No change | 2,100 | $119K |
| Spire Wealth Management | 0.00% | Add +0.7% | 2,055 | $116K |
| Westend Capital Management, LLC | 0.04% | — | 2,000 | $113K |
| Tobam | 0.01% | Reduce -44.4% | 1,928 | $109K |
| Rakuten Investment Management, Inc. | 0.00% | Add +1136.6% | 1,892 | $107K |
| Rise Advisors, LLC | 0.06% | Add +40.8% | 1,852 | $105K |
| PSI Advisors, LLC | 0.04% | Reduce -0.1% | 1,845 | $104K |
| Kelly Financial Services LLC | 0.04% | No change | 1,784 | $101K |
| Main Street Group, LTD | 0.05% | Add +983.8% | 1,734 | $97K |
| Avior Wealth Management, LLC | 0.00% | Reduce -12.1% | 1,698 | $96K |
| Glass Jacobson Investment Advisors llc | 0.04% | Reduce -26.3% | 1,683 | $95K |
| Financial Gravity Asset Management, Inc. | 0.02% | No change | 1,359 | $88K |
| Groupama Asset Managment | 0.00% | Reduce -57.6% | 1,543 | $87K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -0.6% | 1,483 | $84K |
| Abich Financial Wealth Management LLC | 0.06% | New | 1,483 | $84K |
| Covestor Ltd | 0.05% | Add +4.6% | 1,443 | $81K |
| IFP Advisors, Inc | 0.00% | Reduce -54.0% | 1,427 | $81K |
| Institutional & Family Asset Management, LLC | 0.01% | No change | 1,319 | $74K |
| Logan Capital Management Inc. | 0.00% | No change | 1,300 | $73K |
| GAMMA Investing LLC | 0.01% | Add +26.6% | 1,282 | $72K |
| Janiczek Wealth Management, LLC | 0.02% | Add +30.6% | 1,263 | $72K |
| SouthState Bank Corp | 0.01% | No change | 1,244 | $70K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,202 | $68K |
| Tyler-Stone Wealth Management | 0.03% | No change | 1,200 | $68K |
| Addison Advisors LLC | 0.02% | Reduce -9.8% | 1,154 | $65K |
| Missouri Trust & Investment Co | 0.02% | Reduce -43.3% | 1,135 | $64K |
| CoreCap Advisors, LLC | 0.00% | New | 1,132 | $64K |
| Whittier Trust Co. | 0.00% | No change | 1,100 | $62K |
| Ancora Advisors LLC | 0.00% | Reduce -23.8% | 1,032 | $58K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -48.1% | 1,000 | $57K |
| St Germain D J Co. Inc. | 0.00% | No change | 992 | $56K |
| Bank of New Hampshire | 0.01% | Reduce -22.5% | 966 | $55K |
| Key Financial Inc | 0.01% | No change | 962 | $54K |
| Central Pacific Bank - Trust Division | 0.01% | — | 961 | $54K |
| Benjamin Edwards Inc. | 0.01% | Reduce -64.6% | 919 | $52K |
| Capital Analysts, LLC | 0.00% | Add +0.5% | 930 | $52K |
| MCF Advisors LLC | 0.00% | No change | 891 | $51K |
| National Bank of Canada | 0.00% | Reduce -11.1% | 867 | $51K |
| Quent Capital, LLC | 0.01% | Reduce -8.6% | 886 | $50K |
| Independence Bank of Kentucky | 0.01% | No change | 880 | $50K |
| Farther Finance Advisors, LLC | 0.00% | Add +47.9% | 877 | $49K |
| Princeton Global Asset Management LLC | 0.01% | No change | 869 | $49K |
| Bangor Savings Bank | 0.00% | No change | 850 | $48K |
| Retirement Group, LLC | 0.02% | No change | 842 | $48K |
| Bare Financial Services, Inc | 0.05% | Add +260.4% | 865 | $47K |
| First Horizon Advisors, Inc. | 0.00% | No change | 835 | $47K |
| JFS Wealth Advisors, LLC | 0.00% | New | 831 | $47K |
| UMB Bank, n.a. | 0.00% | Add +7.8% | 831 | $47K |
| Huntington National Bank | 0.00% | Reduce -76.2% | 829 | $47K |
| Lindbrook Capital, LLC | 0.00% | Reduce -11.9% | 824 | $47K |
| Bruce G. Allen Investments, LLC | 0.04% | Add +600.9% | 806 | $45K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -98.5% | 787 | $44K |
| Cassady Schiller Wealth Management, LLC | 0.02% | No change | 740 | $42K |
| Creekmur Asset Management LLC | 0.01% | Reduce -44.6% | 721 | $41K |
| State of Wyoming | 0.01% | Add +12.3% | 719 | $41K |
| Alta Advisers Ltd | 0.02% | No change | 700 | $40K |
| Hilltop National Bank | 0.01% | — | 700 | $40K |
| Tortoise Investment Management, LLC | 0.00% | No change | 697 | $39K |
| Moser Wealth Advisors, LLC | 0.02% | No change | 681 | $38K |
| City State Bank | 0.02% | No change | 682 | $38K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -1.2% | 672 | $38K |
| Opal Wealth Advisors, LLC | 0.01% | New | 651 | $37K |
| Strengthening Families & Communities, LLC | 0.02% | Reduce -6.4% | 599 | $34K |
| Heritage Wealth Advisors | 0.00% | No change | 600 | $34K |
| Paladin Advisory Group, LLC | 0.03% | No change | 598 | $34K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 583 | $33K |
| Montag A & Associates Inc. | 0.00% | Reduce -34.5% | 570 | $33K |
| Transcendent Capital Group LLC | 0.02% | Add +1.3% | 569 | $32K |
| McIlrath & Eck, LLC | 0.01% | No change | 562 | $32K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 558 | $32K |
| Wolff Wiese Magana LLC | 0.03% | Add +0.2% | 553 | $31K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 543 | $31K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 528 | $30K |
| Riverview Trust Co | 0.02% | New | 493 | $28K |
| Gradient Investments LLC | 0.00% | No change | 489 | $28K |
| Beacon Capital Management, LLC | 0.01% | No change | 465 | $26K |
| Richardson Financial Services Inc. | 0.02% | New | 463 | $26K |
| Thompson Investment Management, Inc. | 0.00% | No change | 436 | $25K |
| NFSG Corp | 0.01% | Reduce -38.4% | 431 | $24K |
| Hexagon Capital Partners LLC | 0.01% | No change | 422 | $24K |
| First United Bank & Trust | 0.01% | No change | 415 | $23K |
| ESL Trust Services, LLC | 0.01% | New | 400 | $23K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 396 | $22K |
| Versant Capital Management, Inc | 0.01% | No change | 379 | $21K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 370 | $21K |
| EntryPoint Capital, LLC | 0.02% | Reduce -14.0% | 351 | $20K |
| Robbins Farley | 0.01% | No change | 345 | $19K |
| Realta Investment Advisors | 0.00% | New | 339 | $19K |
| Bessemer Group Inc. | 0.00% | Reduce -90.5% | 349 | $19K |
| Nemes Rush Group LLC | 0.00% | No change | 331 | $19K |
| Semmax Financial Advisors Inc. | 0.01% | No change | 316 | $19K |
| Global Assets Advisory, LLC | 0.01% | New | 328 | $18K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 300 | $17K |
| NewSquare Capital LLC | 0.00% | Reduce -65.1% | 294 | $17K |
| Trust Co. of Vermont | 0.00% | No change | 291 | $16K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 285 | $16K |
| Bokf, NA | 0.00% | Reduce -63.9% | 283 | $16K |
| Blue Trust, Inc. | 0.00% | Reduce -75.1% | 271 | $15K |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | New | 271 | $15K |
| VitalStone Financial, LLC | 0.01% | No change | 259 | $15K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -12.1% | 248 | $14K |
| Smartleaf Asset Management LLC | 0.00% | Add +377.6% | 234 | $13K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 230 | $13K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 227 | $13K |
| Core Wealth Advisors, Inc. | 0.00% | No change | 225 | $13K |
| Matrix Trust Co | 0.00% | New | 215 | $12K |
| Quarry LP | 0.00% | New | 203 | $11K |
| NCP Inc. | 0.01% | — | 203 | $11K |
| Broadwater Capital Management LLC | 0.01% | No change | 200 | $11K |
| Delta Asset Management LLC | 0.00% | No change | 200 | $11K |
| Citizens National Bank Trust Department | 0.00% | No change | 195 | $11K |
| Smithfield Trust Co | 0.00% | No change | 200 | $11K |
| Davis Capital Management | 0.01% | Reduce -39.6% | 191 | $11K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -6.4% | 189 | $11K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -1.1% | 187 | $11K |
| Cape Investment Advisory, Inc. | 0.00% | Add +1.7% | 184 | $10K |
| REAP Financial Group, LLC | 0.00% | Reduce -82.3% | 182 | $10K |
| M&R Capital Management Inc. | 0.00% | Add +1.1% | 179 | $10K |
| Private Ocean, LLC | 0.00% | No change | 178 | $10K |
| Salomon & Ludwin, LLC | 0.00% | Add +88.5% | 164 | $9K |
| Byrne Asset Management LLC | 0.01% | No change | 160 | $9K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 150 | $8K |
| Caldwell Trust Co | 0.00% | No change | 150 | $8K |
| Blume Capital Management, Inc. | 0.00% | No change | 134 | $8K |
| Bell Investment Advisors, Inc | 0.00% | No change | 133 | $8K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 129 | $7K |
| First Community Trust NA | 0.01% | No change | 120 | $7K |
| Venturi Wealth Management, LLC | 0.00% | Add +75.0% | 119 | $7K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 91 | $6K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 104 | $6K |
| Clearstead Advisors, LLC | 0.00% | No change | 100 | $6K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 100 | $6K |
| Bogart Wealth, LLC | 0.00% | No change | 100 | $6K |
| FSA Wealth Management LLC | 0.00% | No change | 94 | $5K |
| WR Wealth Planners, LLC | 0.00% | New | 81 | $5K |
| RFP Financial Group LLC | 0.00% | Reduce -74.4% | 78 | $4K |
| Boyd Watterson Asset Management LLC | 0.00% | New | 70 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 65 | $4K |
| Financial Avengers, Inc. | 0.00% | No change | 55 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 53 | $3K |
| Financial Perspectives, Inc | 0.00% | Reduce -69.0% | 49 | $3K |
| IFS Advisors, LLC | 0.00% | No change | 48 | $3K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -52.0% | 37 | $2K |
| Mather Group, Llc. | 0.00% | New | 31 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +29.2% | 31 | $2K |
| TD Private Client Wealth LLC | 0.00% | Reduce -81.0% | 32 | $2K |
| Eukles Asset Management | 0.00% | No change | 30 | $2K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -18.9% | 30 | $2K |
| Delos Wealth Advisors, LLC | 0.00% | Add +3.5% | 30 | $2K |
| Park Place Capital Corp | 0.00% | New | 28 | $2K |
| Caitlin John, LLC | 0.00% | No change | 26 | $1K |
| Continuum Advisory, LLC | 0.00% | New | 20 | $1K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -38.7% | 19 | $1K |
| Tidemark, LLC | 0.00% | Reduce -97.2% | 18 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 14 | $790 |
| Sachetta, LLC | 0.00% | No change | 12 | $778 |
| Bfsg, LLC | 0.00% | No change | 10 | $565 |
| Castleview Partners, LLC | 0.00% | No change | 10 | $564 |
| AlphaQuest LLC | 0.00% | New | 10 | $564 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 6 | $339 |
| Coston, McIsaac & Partners | 0.00% | No change | 14 | $0 |
"% of holder's portfolio" is WPC's weight in each manager's 13F, not the share of WP Carey Inc. the manager owns.