Williams-SonomaWSM

13F holders, Q1 2025 (March 31)
902holders +5
113new positions
111sold out
10famous investors
$158.03avg. 13F price*

At the end of Q1 2025, 902 institutions reported holding Williams-Sonoma Inc. (WSM) in their 13F filings, up 5 from Q4 2024. 113 opened new positions and 111 sold out. The largest holders were Vanguard Group Inc. ($2.5B), BlackRock, Inc. ($1.9B) and Aristotle Capital Management, LLC ($1.4B). 10 famous investors held it, including David E. Shaw (0.4% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.3% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.2% of Gotham Asset Management's portfolio).

Company
Williams-Sonoma Inc.
Sector
Consumer Discretionary
CUSIP
969904101
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 807Q1 2024Q2 2024: 822Q2 2024Q3 2024: 830Q3 2024Q4 2024: 897Q4 2024Q1 2025: 902Q1 2025Q2 2025: 917Q2 2025Q3 2025: 942Q3 2025Q4 2025: 947Q4 2025Q1 2026: 931Q1 2026Q2 2026: 1,005Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions113$200.5M
Exits111$200.1M

All 13F filers, Q4 2024 → Q1 2025: 13,628,910 shares bought and 16,238,385 shares sold, net −2,609,475 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 902 holders

Vanguard Group Inc. 0.04% Add +21.8% 15,630,310 $2.5B
BlackRock, Inc. 0.04% Reduce -22.5% 12,147,708 $1.9B
Aristotle Capital Management, LLC 2.88% Add +0.4% 9,149,994 $1.4B
Blackhill Capital Inc. 71.52% Reduce -0.4% 7,785,246 $1.2B
State Street Corp. 0.04% Add +11.2% 5,864,100 $927.1M
FMR LLC 0.04% Reduce -25.2% 4,321,513 $683.2M
Geode Capital Management, LLC 0.04% Add +34.4% 3,594,847 $570.0M
Leonard Green & Partners, L.P. 12.55% No change 3,224,030 $509.7M
D. E. Shaw & Co. 0.39% Add +24.7% 1,936,554 $306.2M
Northern Trust Corp. 0.04% Reduce -4.7% 1,812,146 $286.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +34.1% 1,436,839 $227.2M
Dimensional Fund Advisors LP 0.06% Reduce -11.0% 1,425,763 $225.4M
Norges Bank 0.03% Reduce -11.9% 1,380,635 $218.3M
First Trust Advisors LP 0.19% Reduce -31.7% 1,335,328 $211.1M
Invesco Ltd. 0.04% Reduce -53.4% 1,333,710 $210.9M
Morgan Stanley 0.01% Reduce -26.2% 1,324,076 $209.3M
Renaissance Technologies 0.30% Add +25.7% 1,244,200 $196.7M
Charles Schwab Investment Management Inc. 0.03% Add +30.9% 1,076,959 $170.3M
Qube Research & Technologies Ltd 0.26% Add +485.3% 1,064,710 $168.3M
Jane Street Group, LLC 0.30% Add +120.0% 1,045,257 $165.3M
Goldman Sachs Group Inc. 0.03% Add +261.3% 1,000,250 $158.1M
Bank of New York Mellon Corp 0.03% Reduce -16.9% 932,346 $147.4M
JPMorgan Chase & Co. 0.01% Add +65.0% 867,186 $137.1M
UBS Group AG 0.03% Add +13.8% 840,951 $133.0M
Legal & General Group Plc 0.03% Add +28.8% 810,840 $128.2M
Amundi 0.04% Reduce -14.7% 820,627 $122.5M
Nordea Investment Management AB 0.12% Add +43.3% 756,013 $117.8M
Capital Research Global Investors 0.02% Reduce -24.4% 700,051 $110.7M
Captrust Financial Advisors 0.26% Add +2.6% 662,261 $104.7M
Principal Financial Group Inc. 0.06% Reduce -38.6% 625,883 $99.0M
Millennium Management 0.09% Reduce -8.3% 557,874 $88.2M
Nuveen, LLC 0.03% — 538,111 $85.1M
Pacer Advisors, Inc. 0.21% Add +1272.6% 512,846 $81.1M
Deutsche Bank AG 0.03% Add +33.9% 509,170 $80.5M
Bank of America Corp. 0.01% Add +59.1% 460,175 $72.8M
Jacobs Levy Equity Management, Inc. 0.28% Add +38589.3% 451,891 $71.4M
Marshall Wace, LLP 0.09% Reduce -5.9% 442,792 $70.0M
Assetmark, Inc. 0.19% Add +6.5% 440,612 $69.7M
AQR Capital Management 0.07% Add +18.0% 446,704 $69.5M
Barclays PLC 0.03% Add +50.8% 382,720 $60.5M
Squarepoint Ops LLC 0.14% Reduce -13.7% 363,985 $57.5M
Truist Financial Corp. 0.09% Add +5.3% 358,242 $56.6M
Andra AP-fonden 0.92% Add +6.9% 353,700 $55.9M
Rhumbline Advisers 0.05% Reduce -24.8% 348,754 $55.1M
Swiss National Bank 0.04% Reduce -2.7% 347,200 $54.9M
HSBC Holdings PLC 0.04% Add +30.5% 344,048 $54.4M
American Century Companies Inc. 0.03% Add +9.4% 338,125 $53.5M
Boston Trust Walden Corp 0.38% Reduce -23.4% 331,790 $52.5M
National Pension Service 0.05% Add +2.2% 323,463 $51.1M
Envestnet Asset Management Inc. 0.02% Reduce -1.5% 310,127 $49.0M
Worldquant Millennium Advisors LLC 0.30% Reduce -7.9% 302,713 $47.9M
Wells Fargo & Company 0.01% Reduce -1.1% 302,402 $47.8M
T. Rowe Price Associates Inc. 0.01% Add +78.0% 288,591 $45.6M
Moran Wealth Management, LLC 1.51% Reduce -9.0% 284,835 $45.0M
Select Equity Group, L.P. 0.20% Reduce -4.1% 284,524 $45.0M
Voya Investment Management LLC 0.06% Add +11.4% 282,788 $44.7M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +11.4% 281,085 $44.4M
Franklin Resources Inc. 0.01% Add +21.6% 277,067 $43.8M
Schroder Investment Management Group 0.04% Add +44.3% 268,819 $42.7M
Skandinaviska Enskilda Banken AB (publ) 0.20% Reduce -51.3% 261,953 $41.4M
BNP Paribas Financial Markets 0.03% Add +350.3% 259,224 $41.0M
Glenmede Trust Co. NA 0.22% Reduce -11.2% 254,949 $40.3M
Advisors Capital Management, LLC 0.58% Reduce -1.6% 235,929 $37.3M
Royal Bank of Canada 0.01% Reduce -9.4% 230,808 $36.5M
Balyasny Asset Management L.P. 0.09% Add +6948.7% 223,725 $35.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +128.0% 217,644 $34.4M
Caisse de depot et placement du Quebec 0.07% Reduce -61.2% 215,132 $34.0M
Reik & Co., LLC 7.91% Reduce -0.3% 214,941 $34.0M
Citadel Advisors 0.03% New 214,291 $33.9M
HS Management Partners, LLC 2.74% Reduce -43.5% 214,232 $33.9M
Modera Wealth Management, LLC 0.45% Reduce -6.1% 208,936 $33.0M
California Public Employees Retirement System 0.02% Reduce -6.5% 208,753 $33.0M
Raymond James Financial Inc. 0.01% Reduce -8.1% 197,467 $31.2M
California State Teachers Retirement System 0.04% Reduce -3.1% 192,862 $30.5M
Aviva PLC 0.07% Reduce -11.5% 192,372 $30.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.22% — 191,000 $30.2M
Edgemoor Investment Advisors, Inc. 2.71% Reduce -0.7% 185,357 $29.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.07% Reduce -20.8% 172,976 $27.3M
Systematic Financial Management LP 0.77% Reduce -19.4% 171,356 $27.1M
Logan Capital Management Inc. 1.20% Reduce -0.8% 167,592 $26.5M
Trexquant Investment LP 0.31% Add +65.6% 166,038 $26.3M
Gotham Asset Management 0.21% Add +1.7% 155,681 $24.6M
Hook Mill Capital Partners, LP 3.04% Add +18.7% 149,578 $23.6M
Rodgers Brothers Inc. 3.04% Reduce -1.4% 144,505 $22.8M
McRae Capital Management Inc. 4.71% Reduce -10.1% 141,471 $22.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Reduce -2.1% 139,935 $22.1M
Aware Super Pty Ltd as trustee of Aware Super 0.37% No change 138,204 $21.9M
First Long Island Investors, LLC 1.75% Reduce -12.3% 134,298 $21.2M
Russell Investments Group, Ltd. 0.03% Add +61.5% 133,739 $21.1M
Achmea Investment Management B.V. 0.31% Add +45.6% 133,412 $21.1M
Citigroup Inc. 0.02% Reduce -74.6% 131,243 $20.7M
Vest Financial, LLC 0.32% Reduce -32.4% 128,833 $20.4M
Twinbeech Capital LP 0.37% New 127,383 $20.1M
Alliancebernstein L.P. 0.01% Reduce -27.6% 127,370 $20.1M
State Board of Administration of Florida Retirement System 0.04% Reduce -0.1% 126,968 $20.1M
CANADA LIFE ASSURANCE Co 0.03% Reduce -29.9% 119,846 $19.0M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -5.3% 119,423 $18.9M
Lazard Asset Management LLC 0.03% Add +400.4% 118,526 $18.7M
Investment House LLC 1.06% Add +4.6% 117,431 $18.6M
Quantinno Capital Management LP 0.12% Add +175.8% 117,271 $18.5M
New York State Teachers Retirement System 0.04% Reduce -23.2% 115,591 $18.3M
Nisa Investment Advisors, LLC 0.09% Reduce -0.5% 115,503 $18.3M
Bank of Montreal 0.01% Add +82.1% 113,875 $18.0M
Teacher Retirement System of Texas 0.07% Reduce -53.9% 113,371 $17.9M
Corient Private Wealth LP 0.03% Reduce -1.3% 112,523 $17.8M
Winmill & Co. Inc. 5.38% No change 111,994 $17.7M
Linscomb Wealth, Inc. 0.87% Reduce -6.9% 110,782 $17.5M
Pacific Heights Asset Management LLC 1.18% No change 110,000 $17.4M
PNC Financial Services Group, Inc. 0.01% Reduce -1.0% 108,233 $17.1M
National Bank of Canada 0.02% Add +662.2% 107,761 $17.0M
Pictet Asset Management Holding SA 0.02% Reduce -9.3% 106,363 $16.8M
Illinois Municipal Retirement Fund 0.24% Reduce -16.0% 104,976 $16.6M
HighTower Advisors, LLC 0.02% Add +0.5% 104,804 $16.6M
Meritage Portfolio Management 1.06% Reduce -2.3% 101,242 $16.0M
Jupiter Asset Management Ltd. 0.15% Reduce -36.3% 100,639 $15.9M
BI Asset Management Fondsmaeglerselskab A/S 0.17% Reduce -50.1% 97,872 $15.5M
Danske Bank A/S 0.04% Reduce -8.7% 90,637 $14.3M
Thomas Story & Son LLC 5.52% Add +0.2% 89,681 $14.2M
KBC Group NV 0.04% Reduce -84.2% 89,094 $14.1M
KLP Kapitalforvaltning As 0.07% Reduce -3.8% 87,900 $13.9M
Ensign Peak Advisors, Inc 0.03% Reduce -2.6% 86,365 $13.7M
Treasurer of the State of North Carolina 0.05% Reduce -3.9% 85,783 $13.6M
Prudential PLC 0.07% Add +23.4% 84,461 $13.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +12.9% 83,553 $13.2M
Manufacturers Life Insurance Company, The 0.01% Reduce -8.7% 83,181 $13.2M
New York State Common Retirement Fund 0.02% Reduce -0.1% 80,084 $12.7M
Distillate Capital Partners LLC 0.65% Reduce -8.9% 79,769 $12.6M
Prudential Financial Inc. 0.02% Add +55.1% 77,166 $12.2M
Brandywine Global Investment Management, LLC 0.09% Reduce -27.8% 74,544 $11.8M
Tudor Investment Corporation 0.10% New 72,747 $11.5M
State of Wisconsin Investment Board 0.03% Add +4.7% 72,554 $11.5M
Robeco Institutional Asset Management B.V. 0.02% Add +20.0% 70,407 $11.1M
Ingalls & Snyder LLC 0.36% Reduce -0.7% 68,566 $10.8M
Chevy Chase Trust Holdings, LLC 0.03% New 64,558 $10.2M
Panagora Asset Management Inc. 0.05% Add +115.8% 64,090 $10.1M
Verition Fund Management LLC 0.06% Reduce -39.6% 63,379 $10.0M
Hudson Bay Capital Management LP 0.07% New 62,902 $9.9M
Wealth Enhancement Advisory Services, LLC 0.02% Add +14.5% 62,690 $9.9M
US Bancorp \de 0.01% Reduce -2.4% 62,520 $9.9M
Ameriprise Financial Inc. 0.00% Reduce -83.4% 62,053 $9.8M
Commonwealth Equity Services, LLC 0.01% Reduce -1.4% 61,751 $9.8M
LPL Financial LLC 0.00% Add +4.6% 61,660 $9.7M
Storebrand Asset Management As 0.03% Add +6.9% 61,136 $9.7M
Sei Investments Co. 0.01% Add +79.9% 59,627 $9.4M
Hamilton Point Investment Advisors, LLC 1.65% Add +0.9% 58,025 $9.2M
Nomura Asset Management Co. Ltd. 0.03% Reduce -4.0% 57,614 $9.1M
Cary Street Partners Financial LLC 0.28% Reduce -1.1% 57,133 $9.0M
O'shaughnessy Asset Management, LLC 0.07% Reduce -4.5% 56,429 $8.9M
Two Sigma Investments, LP 0.02% New 55,495 $8.8M
Man Group plc 0.03% Reduce -37.9% 54,539 $8.6M
Grace & White Inc. 1.67% Reduce -0.7% 54,530 $8.6M
Evexia Wealth LLC 3.13% Reduce -0.9% 54,352 $8.6M
Swiss Life Asset Management Ltd 0.06% Add +6.8% 54,085 $8.6M
Susquehanna International Group, LLP 0.01% Reduce -50.1% 54,070 $8.5M
Coston, McIsaac & Partners 2.49% Reduce -10.7% 53,970 $8.5M
Forsta Ap-Fonden 0.06% Add +0.4% 52,100 $8.2M
Asset Management One Co., Ltd. 0.03% Add +8.2% 51,365 $8.1M
Crossmark Global Holdings, Inc. 0.14% Add +32.5% 50,779 $8.0M
Railway Pension Investments Ltd 0.11% Add +27.3% 50,400 $8.0M
Victory Capital Management Inc. 0.01% Reduce -17.4% 50,307 $8.0M
Nicholas Company, Inc. 0.14% Reduce -0.2% 50,054 $7.9M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.23% Add +76.7% 49,911 $7.9M
Engineers Gate Manager LP 0.13% Add +908.8% 48,291 $7.6M
Glassy Mountain Advisors, Inc. 2.58% Reduce -10.1% 46,062 $7.3M
Credit Agricole S A 0.03% Add +180.3% 45,572 $7.2M
Kensington Investment Counsel, LLC 3.19% Reduce -11.4% 45,436 $7.2M
Radnor Capital Management, LLC 1.20% Reduce -0.8% 45,425 $7.2M
Cerity Partners LLC 0.01% Add +44.8% 45,217 $7.1M
Sequoia Financial Advisors, LLC 0.05% Add +26.4% 44,398 $7.0M
Mn Services Vermogensbeheer B.V. 0.05% Reduce -7.1% 44,300 $7.0M
State of Tennessee, Department of Treasury 0.03% Reduce -14.1% 44,296 $7.0M
TD Asset Management Inc 0.01% Add +95.4% 43,861 $6.9M
Public Employees Retirement System of Ohio 0.03% Reduce -11.0% 43,625 $6.9M
Neuberger Berman Group LLC 0.01% Add +180.7% 43,556 $6.9M
Toronto Dominion Bank 0.02% Add +161.2% 43,169 $6.8M
Dividend Assets Capital, LLC 1.29% Reduce -15.5% 43,081 $6.8M
Federation des caisses Desjardins du Quebec 0.03% Reduce -21.3% 42,873 $6.8M
Resona Asset Management Co.,Ltd. 0.04% Add +4.4% 42,722 $6.8M
Pathstone Holdings, LLC 0.03% Reduce -1.4% 42,499 $6.7M
Vestcor Inc 0.22% Reduce -35.4% 42,254 $6.7M
State of New Jersey Common Pension Fund D 0.03% Reduce -9.9% 41,680 $6.6M
AlpenGlobal Capital LLC 4.71% Add +0.1% 41,288 $6.5M
Pinebridge Investments, L.P. 0.05% Reduce -43.2% 40,542 $6.4M
Telos Capital Management, Inc. 0.69% Reduce -4.9% 40,280 $6.4M
Lansforsakringar Fondforvaltning AB (publ) 0.04% Reduce -0.9% 40,117 $6.3M
State of Michigan Retirement System 0.04% Add +9.4% 40,100 $6.3M
Dana Investment Advisors, Inc. 0.22% Reduce -8.2% 39,303 $6.2M
Tabor Asset Management, LP 4.98% Reduce -2.0% 39,195 $6.2M
B & T Capital Management DBA Alpha Capital Management 1.11% Reduce -8.9% 36,975 $5.8M
Magnetar Financial LLC 0.08% New 36,559 $5.8M
Adage Capital Partners Gp, L.L.C. 0.01% New 36,475 $5.8M
Boothbay Fund Management, LLC 0.21% Add +38.4% 36,296 $5.7M
Teachers Retirement System of the State of Kentucky 0.05% Reduce -10.9% 36,102 $5.7M
L2 Asset Management, LLC 1.16% Add +51.0% 35,763 $5.7M
Westfield Capital Management Co. LP 0.03% New 35,723 $5.6M
Arizona State Retirement System 0.04% Reduce -3.0% 35,599 $5.6M
MetLife Investment Management, LLC 0.03% Reduce -52.9% 35,089 $5.5M
Van Eck Associates Corp. 0.01% Add +2.0% 34,841 $5.5M
Seascape Capital Management 1.87% Reduce -23.1% 33,912 $5.4M
Level Four Advisory Services, LLC 0.22% Reduce -5.2% 33,531 $5.3M
Goelzer Investment Management, Inc. 0.31% Reduce -1.6% 33,422 $5.3M
Empowered Funds, LLC 0.07% Reduce -5.8% 32,637 $5.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +84.2% 32,629 $5.2M
Handelsbanken Fonder AB 0.02% Reduce -57.8% 31,420 $5.0M
West Coast Financial LLC 0.56% Reduce -49.1% 31,233 $4.9M
Twin Tree Management, LP 0.11% New 31,106 $4.9M
Bell & Brown Wealth Advisors, LLC 1.90% Reduce -3.6% 30,863 $4.9M
Corebridge Financial, Inc. 0.03% Reduce -78.6% 30,802 $4.9M
Aberdeen Group plc 0.01% Reduce -90.6% 31,000 $4.9M
Korea Investment CORP 0.01% Reduce -61.0% 30,734 $4.9M
Fieldview Capital Management, LLC 0.68% Add +960.7% 30,580 $4.8M
CapWealth Advisors, LLC 0.52% Add +0.3% 30,305 $4.8M
Vanguard Personalized Indexing Management, LLC 0.07% Add +4.3% 30,253 $4.8M
Creative Planning 0.00% Reduce -3.0% 30,064 $4.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Reduce -14.4% 29,600 $4.7M
Beacon Pointe Advisors, LLC 0.05% Reduce -4.5% 28,800 $4.6M
Lakewood Asset Management LLC 3.07% Add +23.1% 28,754 $4.5M
Czech National Bank 0.04% New 28,274 $4.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +0.9% 28,151 $4.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Add +652.8% 27,531 $4.3M
Cibc World Markets Corp. 0.03% Add +378.6% 27,364 $4.3M
XTX Topco Ltd 0.22% New 27,096 $4.3M
SFE Investment Counsel 0.85% Reduce -31.9% 27,018 $4.3M
Royal London Asset Management Ltd. 0.01% New 26,973 $4.3M
Osaic Holdings, Inc. 0.01% Reduce -26.7% 26,768 $4.2M
Roberts Wealth Advisors, LLC 1.31% Reduce -1.4% 26,766 $4.2M
Retirement Systems of Alabama 0.02% Reduce -87.0% 26,454 $4.2M
Eisler Capital Management Ltd. 0.12% New 26,077 $4.1M
Bokf, NA 0.07% Reduce -22.5% 25,674 $4.1M
Spectrum Wealth Counsel, LLC 0.48% Reduce -0.4% 25,463 $4.0M
Orion Porfolio Solutions, LLC 0.04% Reduce -16.4% 25,243 $4.0M
Orion Portfolio Solutions, LLC 0.04% Reduce -16.4% 25,243 $4.0M
Romano Brothers and Company 0.51% Reduce -22.1% 25,040 $4.0M
Amalgamated Bank 0.03% Reduce -59.1% 24,994 $4.0M
Promethos Capital, LLC 1.44% Reduce -4.3% 24,825 $3.9M
Manning & Napier Advisors LLC 0.05% Reduce -29.0% 24,681 $3.9M
Xponance LLC 0.04% Reduce -13.9% 24,591 $3.9M
Abn Amro Investment Solutions 0.08% Reduce -24.5% 24,502 $3.9M
Blair William & Co. 0.01% Reduce -5.3% 24,272 $3.8M
Abacus FCF Advisors LLC 0.59% Reduce -0.3% 23,875 $3.8M
Cunning Capital Partners, LP 2.40% Reduce -0.6% 23,863 $3.8M
Martin Capital Advisors, LLP 2.68% Reduce -4.1% 23,757 $3.8M
Centric Wealth Management 0.98% Add +0.9% 23,683 $3.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -2.7% 23,548 $3.7M
Great Diamond Partners, LLC 1.01% Reduce -6.8% 23,321 $3.7M
M&T Bank Corp 0.01% Reduce -15.4% 23,073 $3.6M
Coldstream Capital Management Inc. 0.08% Reduce -14.5% 22,926 $3.6M
Old National Bancorp 0.09% Reduce -9.4% 22,730 $3.6M
IFM Investors Pty Ltd 0.04% Reduce -3.3% 22,310 $3.5M
CWA Asset Management Group, LLC 0.17% Add +8.3% 21,958 $3.5M
Insight Inv LLC 2.35% Reduce -0.8% 21,607 $3.4M
LeClair Wealth Partners LLC 2.46% Add +0.0% 21,601 $3.4M
DNB Asset Management AS 0.02% Reduce -5.9% 21,194 $3.4M
Twin Capital Management Inc. 0.39% Reduce -4.9% 21,151 $3.3M
Comerica Bank 0.01% Reduce -53.2% 20,831 $3.3M
Regatta Capital Group, LLC 0.63% Add +1.4% 20,504 $3.2M
Royce & Associates LP 0.04% Reduce -21.0% 20,492 $3.2M
Beacon Investment Advisory Services, Inc. 0.15% Reduce -30.3% 20,185 $3.2M
Utah Retirement Systems 0.04% Reduce -2.8% 20,174 $3.2M
Hennion & Walsh Asset Management, Inc. 0.14% Reduce -10.8% 20,041 $3.2M
Ilmarinen Mutual Pension Insurance Co 0.03% New 20,000 $3.2M
Macquarie Group Ltd. 0.00% Add +48.4% 19,794 $3.1M
State of Alaska, Department of Revenue 0.03% Add +34.8% 19,424 $3.1M
Advisors Asset Management, Inc. 0.06% Reduce -4.7% 19,391 $3.1M
DekaBank Deutsche Girozentrale 0.01% Reduce -4.9% 19,344 $3.0M
J. Safra Sarasin Holding AG 0.06% Reduce -28.3% 19,248 $3.0M
Stifel Financial Corp. 0.00% Reduce -5.3% 19,223 $3.0M
Stonebridge Capital Management Inc. 1.31% Reduce -7.0% 19,180 $3.0M
ProShare Advisors LLC 0.01% Reduce -92.3% 19,095 $3.0M
Janney Montgomery Scott LLC 0.01% Add +119.6% 19,057 $3.0M
Archford Capital Strategies, LLC 0.44% New 19,013 $3.0M
FORA Capital, LLC 0.30% New 18,613 $2.9M
Vision Capital Management, Inc. 0.42% Add +0.3% 18,436 $2.9M
Peapack Gladstone Financial Corp. 0.04% Reduce -10.8% 18,342 $2.9M
Tocqueville Asset Management L.P. 0.05% Reduce -9.7% 18,155 $2.9M
M. Kulyk & Associates, LLC 0.65% Reduce -36.3% 17,924 $2.8M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -2.4% 17,648 $2.8M
CIBC Asset Management Inc 0.01% Add +320.8% 17,593 $2.8M
Daiwa Securities Group Inc. 0.01% Add +76.4% 17,468 $2.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +10.6% 17,402 $2.8M
Fox Run Management, L.L.C. 0.42% New 17,188 $2.7M
Johnson Investment Counsel Inc. 0.03% Reduce -8.7% 17,142 $2.7M
South Dakota Investment Council 0.05% Reduce -31.2% 16,761 $2.6M
Public Sector Pension Investment Board 0.01% New 16,731 $2.6M
Parsons Capital Management Inc. 0.14% Reduce -1.6% 16,699 $2.6M
Mercer Global Advisors Inc. 0.01% Add +9.8% 16,555 $2.6M
Banque Cantonale Vaudoise 0.12% — 16,529 $2.6M
Element Capital Management LLC 0.65% New 16,500 $2.6M
Yousif Capital Management, LLC 0.03% Reduce -64.4% 16,468 $2.6M
Oddo BHF Asset Management Sas 0.10% New 15,844 $2.5M
Sheets Smith Wealth Management 0.31% No change 15,800 $2.5M
ING Groep NV 0.02% New 15,719 $2.5M
Soltis Investment Advisors LLC 0.22% Reduce -1.4% 15,653 $2.5M
Nissay Asset Management Corp. /Japan 0.02% Reduce -1.3% 15,457 $2.4M
Acadian Asset Management LLC 0.01% Add +105.9% 15,366 $2.4M
Mackenzie Financial Corp. 0.00% Add +39.4% 15,317 $2.4M
Caprock Group, LLC 0.07% Add +69.7% 15,295 $2.4M
1832 Asset Management L.P. 0.00% Add +23.2% 15,254 $2.4M
Transform Wealth, LLC 0.15% Add +5.2% 15,205 $2.4M
Signature Wealth Management Group 0.93% Reduce -0.5% 15,136 $2.4M
Vontobel Holding Ltd. 0.01% Add +193.3% 15,095 $2.4M
Cetera Investment Advisers 0.00% Add +13.9% 15,080 $2.4M
New York Life Investment Management LLC 0.02% New 15,053 $2.4M
Townsquare Capital LLC 0.03% Reduce -55.3% 14,946 $2.4M
Precedent Wealth Partners, LLC 0.66% Add +8.3% 14,928 $2.4M
OMERS ADMINISTRATION Corp 0.02% Add +16.8% 14,916 $2.4M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +408.3% 14,808 $2.4M
Bank of Stockton 0.75% Reduce -6.0% 14,790 $2.3M
LRT Capital Management, LLC 1.59% Add +101.3% 14,671 $2.3M
Elo Mutual Pension Insurance Co 0.05% Add +10.8% 14,601 $2.3M
UniSuper Management Pty Ltd 0.02% Add +496.7% 14,321 $2.3M
Mutual of America Capital Management LLC 0.03% Reduce -78.6% 14,294 $2.3M
Cascade Investment Advisors, Inc. 1.52% Reduce -2.5% 14,213 $2.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +26.2% 14,197 $2.2M
Ritholtz Wealth Management 0.07% Reduce -4.2% 14,131 $2.2M
Mediolanum International Funds Ltd 0.03% Reduce -61.1% 13,972 $2.2M
Alamar Capital Management, LLC 1.31% Reduce -26.9% 13,917 $2.2M
Janus Henderson Group PLC 0.00% Reduce -95.8% 13,841 $2.2M
Shulman DeMeo Asset Management LLC 0.61% Reduce -1.7% 13,819 $2.2M
Vision Financial Markets LLC 2.38% No change 13,800 $2.2M
Natixis Advisors, LLC 0.00% Reduce -39.5% 13,444 $2.1M
Mariner, LLC 0.00% Add +18.6% 13,316 $2.1M
Stiles Financial Services Inc 0.81% Reduce -3.9% 13,315 $2.1M
Bridgeway Capital Management, LLC 0.05% New 13,180 $2.1M
DAVENPORT & Co LLC 0.01% Reduce -2.6% 12,998 $2.1M
OP Asset Management Ltd 0.03% — 12,974 $2.1M
Allianz Asset Management GmbH 0.00% Reduce -72.9% 12,936 $2.0M
Harvest Fund Management Co., Ltd 0.10% Add +7.5% 11,149 $2.0M
Westwood Holdings Group Inc. 0.02% Reduce -1.4% 12,899 $2.0M
Bank of Nova Scotia 0.00% Add +194.8% 12,851 $2.0M
Arjuna Capital 0.56% New 12,846 $2.0M
Public Employees Retirement Association of Colorado 0.01% No change 12,722 $2.0M
U.S. Capital Wealth Advisors, LLC 0.06% New 12,607 $2.0M
Gleason Group, Inc. 0.36% Add +0.3% 12,550 $2.0M
Greatmark Investment Partners, Inc. 0.27% Add +23.6% 12,505 $2.0M
Eukles Asset Management 0.85% Add +14.2% 12,324 $1.9M
Shell Asset Management Co. 0.09% Reduce -3.3% 12,244 $1.9M
Foster & Motley Inc. 0.12% Reduce -4.4% 12,048 $1.9M
Ameritas Investment Partners, Inc. 0.07% Reduce -70.9% 12,017 $1.9M
North Star Investment Management Corp. 0.14% No change 11,932 $1.9M
Concord Asset Management, LLC 0.41% Reduce -47.8% 12,879 $1.9M
Kintegral Advisory, LLC 0.19% Reduce -0.3% 11,809 $1.9M
Concord Wealth Partners 0.31% Reduce -51.4% 11,806 $1.9M
Campbell & CO Investment Adviser LLC 0.14% Reduce -0.5% 11,711 $1.9M
Lombard Odier Asset Management (Switzerland) SA 0.11% Reduce -8.9% 11,579 $1.8M
Formidable Asset Management, LLC 0.30% Reduce -9.4% 11,447 $1.8M
Ironwood Investment Management LLC 0.98% Add +4.7% 11,417 $1.8M
Rakuten Investment Management, Inc. 0.01% — 11,252 $1.8M
Capstone Investment Advisors, LLC 0.02% New 11,297 $1.8M
CPC Advisors, LLC 0.24% Add +10.6% 11,094 $1.8M
Kerusso Capital Management LLC 1.11% Add +2.6% 11,017 $1.7M
Candriam S.C.A. 0.01% Reduce -79.4% 11,005 $1.7M
Fulton Bank, N.A. 0.07% Reduce -8.0% 10,975 $1.7M
Clearstead Advisors, LLC 0.03% Reduce -1.7% 10,916 $1.7M
Venturi Wealth Management, LLC 0.09% Reduce -7.5% 10,812 $1.7M
Oregon Public Employees Retirement Fund 0.03% Reduce -58.8% 10,600 $1.7M
Woodline Partners LP 0.01% New 10,400 $1.6M
Legacy Bridge, LLC 0.92% No change 10,396 $1.6M
Novare Capital Management LLC 0.14% Reduce -0.5% 10,118 $1.6M
Generali Asset Management SPA SGR 0.04% Reduce -8.7% 10,117 $1.6M
Mogy Joel R Investment Counsel Inc. 0.10% Reduce -1.0% 10,100 $1.6M
Tilia Fiduciary Partners, Inc. 1.06% Reduce -10.9% 10,052 $1.6M
Strategic Investment Advisors / MI 0.17% Reduce -1.4% 9,892 $1.6M
Mizuho Securities USA LLC 0.03% New 9,857 $1.6M
Edgestream Partners, L.P. 0.05% Add +530.3% 9,764 $1.5M
Commerce Bank 0.01% Add +0.0% 9,749 $1.5M
Tredje AP-fonden 0.01% No change 9,581 $1.5M
CreativeOne Wealth, LLC 0.04% Add +28.1% 9,519 $1.5M
ASR Vermogensbeheer N.V. 0.02% — 9,459 $1.5M
Penserra Capital Management LLC 0.03% Reduce -30.9% 9,430 $1.5M
Los Angeles Capital Management LLC 0.01% Reduce -55.9% 9,419 $1.5M
Curat Global, LLC 1.73% — 9,000 $1.4M
QRG Capital Management, Inc. 0.01% Reduce -0.8% 8,985 $1.4M
Rafferty Asset Management, LLC 0.01% Add +208.8% 8,909 $1.4M
Speece Thorson Capital Group Inc. 0.29% No change 8,888 $1.4M
Wellington Management Group LLP 0.00% New 8,877 $1.4M
Great Lakes Advisors, LLC 0.01% Reduce -3.6% 8,828 $1.4M
Impact Investors, Inc 1.08% Reduce -1.5% 8,791 $1.4M
Albion Financial Group 0.10% Reduce -26.8% 8,641 $1.4M
1834 Investment Advisors Co. 0.18% Reduce -35.8% 8,617 $1.4M
Vident Advisory, LLC 0.02% Add +55.2% 8,556 $1.4M
Caxton Associates LLP 0.05% — 8,455 $1.3M
ExodusPoint Capital Management, LP 0.02% Add +1.8% 8,443 $1.3M
Knollwood Investment Advisory, LLC 0.15% No change 8,434 $1.3M
NewEdge Advisors, LLC 0.01% Reduce -9.7% 8,379 $1.3M
Wilmington Savings Fund Society, FSB 0.02% Reduce -2.6% 8,366 $1.3M
Kentucky Retirement Systems 0.04% New 8,322 $1.3M
Redwood Investment Management, LLC 0.14% Add +7.8% 8,287 $1.3M
Modern Wealth Management, LLC 0.04% Add +63.1% 8,283 $1.3M
Virtue Capital Management, LLC 0.15% Add +17.7% 8,254 $1.3M
Schnieders Capital Management LLC 0.27% No change 7,996 $1.3M
Chase Investment Counsel Corp. 0.46% Reduce -42.9% 8,000 $1.3M
Quadrant Capital Group LLC 0.05% Add +173.2% 7,934 $1.3M
NEOS Investment Management LLC 0.02% New 7,822 $1.2M
Synovus Financial Corp. 0.02% Add +12.2% 7,816 $1.2M
CCM Investment Group, LLC 0.13% Reduce -32.3% 7,725 $1.2M
Gateway Investment Advisers LLC 0.01% Add +8.6% 7,731 $1.2M
Advisory Services Network, LLC 0.02% Add +83.1% 7,714 $1.2M
Intech Investment Management LLC 0.01% Reduce -92.7% 7,667 $1.2M
Merit Financial Group, LLC 0.02% Add +7.2% 7,656 $1.2M
Sanctuary Advisors, LLC 0.01% Reduce -81.9% 7,644 $1.2M
Vinva Investment Management Ltd 0.05% Reduce -45.0% 7,571 $1.2M
Caisse Des Depots Et Consignations 0.06% Reduce -7.4% 7,584 $1.2M
Private Advisor Group, LLC 0.01% Add +3.3% 7,583 $1.2M
Hartford Investment Management Co. 0.04% New 7,505 $1.2M
CIBC Private Wealth Group LLC 0.00% Add +8.4% 8,500 $1.2M
TD Waterhouse Canada Inc. 0.01% Add +7.4% 7,449 $1.2M
Accent Capital Management, LLC 0.68% No change 7,463 $1.2M
Trivant Custom Portfolio Group, LLC 0.68% Add +0.8% 7,426 $1.2M
MAI Capital Management 0.01% Reduce -2.8% 7,416 $1.2M
Round Hill Asset Management 0.84% Reduce -12.1% 7,347 $1.2M
Ontario Teachers Pension Plan Board 0.02% Add +22.4% 7,302 $1.2M
Assenagon Asset Management S.A. 0.00% Reduce -6.0% 7,302 $1.2M
Gulf International Bank (UK) Ltd 0.04% Reduce -41.0% 7,227 $1.1M
Ieq Capital, LLC 0.01% Reduce -13.8% 7,209 $1.1M
Wolverine Trading, LLC 0.04% Reduce -68.3% 7,126 $1.1M
Metis Global Partners, LLC 0.03% Add +57.7% 7,112 $1.1M
Retireful, LLC 1.05% Reduce -17.4% 6,977 $1.1M
Transatlantique Private Wealth LLC 0.44% Reduce -26.9% 6,961 $1.1M
AG2R La Mondiale Gestion D'actifs 0.06% — 6,685 $1.1M
GS Investments, Inc. 0.51% Reduce -2.2% 6,801 $1.1M
Impax Asset Management Group plc 0.01% Add +3.5% 6,678 $1.1M
Louisiana State Employees Retirement System 0.02% Reduce -81.2% 6,600 $1.0M
SG Americas Securities, LLC 0.00% Add +865.7% 6,557 $1.0M
Securian Asset Management, Inc. 0.03% Reduce -31.7% 6,520 $1.0M
Atlas Capital Advisors Inc. 0.13% No change 6,512 $1.0M
Pensionfund Sabic 0.31% Reduce -23.5% 6,500 $1.0M
Canada Pension Plan Investment Board 0.00% New 6,500 $1.0M
Oppenheimer & Co. Inc. 0.02% Reduce -10.2% 6,467 $1.0M
Hunter Associates Investment Management LLC 0.16% Reduce -48.9% 6,406 $1.0M
MML Investors Services, LLC 0.00% Reduce -6.2% 6,388 $1.0M
Baird Financial Group, Inc. 0.00% Reduce -2.5% 6,337 $1.0M
JGP Wealth Management, LLC 0.13% Reduce -35.0% 6,273 $992K
Westmount Partners, LLC 0.30% Add +0.3% 6,260 $990K
Steward Partners Investment Advisory, LLC 0.01% Reduce -10.9% 6,220 $983K
Peak Retirement Planning, Inc. 0.54% Add +13.6% 6,194 $979K
Congress Asset Management Co. 0.01% Reduce -94.2% 6,143 $971K
Brighton Jones LLC 0.03% Reduce -9.4% 6,106 $965K
Pitcairn Co. 0.06% Reduce -6.1% 6,074 $960K
Elevated Capital Advisors, LLC 0.27% Reduce -7.4% 6,066 $959K
Cooper Financial Group 0.13% Add +3.8% 6,065 $959K
EFG Asset Management (North America) Corp. 0.16% New 6,047 $956K
Greenleaf Trust 0.01% Add +0.1% 6,011 $950K
PKO Investment Management Joint-Stock Co 0.11% No change 6,000 $949K
E. Ohman J:or Asset Management AB 0.02% Reduce -7.8% 5,900 $933K
Ballentine Partners, LLC 0.02% Add +6.7% 5,884 $930K
Maryland State Retirement & Pension System 0.02% Reduce -12.5% 5,848 $925K
Qsemble Capital Management, LP 0.10% Add +136.7% 5,732 $906K
Daiichi Life Insurance Co., Ltd. 0.03% No change 5,728 $906K
Garda Capital Partners LP 0.51% New 5,720 $904K
STRS Ohio 0.00% New 5,709 $903K
&partners 0.01% Reduce -0.9% 5,623 $895K
Allspring Global Investments Holdings, LLC 0.00% New 5,633 $895K
New Mexico Educational Retirement Board 0.03% Reduce -78.5% 5,600 $885K
Tidal Investments LLC 0.01% Reduce -13.4% 5,595 $885K
Basepoint Wealth LLC 0.69% Reduce -34.2% 5,579 $882K
Scientech Research LLC 0.23% New 5,552 $878K
Cwm, LLC 0.00% Add +98.8% 5,543 $876K
Capital World Investors 0.00% Add +329.5% 5,528 $874K
Argyle Capital Partners, LLC 0.75% No change 5,524 $873K
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -39.7% 5,514 $872K
Lido Advisors, LLC 0.01% Add +78.8% 5,506 $871K
Gsa Capital Partners LLP 0.08% Add +107.7% 5,491 $868K
Gladstone Institutional Advisory LLC 0.04% New 5,441 $860K
TFG Advisers LLC 0.31% Reduce -3.8% 5,439 $860K
E Fund Management Co., Ltd. 0.04% Add +6.1% 5,411 $855K
Raiffeisen Bank International AG 0.01% Reduce -32.1% 5,296 $842K
Federated Hermes, Inc. 0.00% Reduce -69.6% 5,216 $825K
Dark Forest Capital Management LP 0.04% New 5,166 $817K
Tower Research Capital LLC (TRC) 0.02% Reduce -28.9% 5,196 $816K
Ashton Thomas Private Wealth, LLC 0.03% Add +6.0% 5,109 $808K
Alexander Labrunerie & Co., Inc. 0.35% No change 5,066 $801K
Thrivent Financial for Lutherans 0.00% Reduce -83.1% 5,053 $799K
Patten & Patten Inc. 0.05% No change 5,040 $797K
Cadence Bank 0.06% Reduce -10.9% 5,028 $795K
iA Global Asset Management Inc. 0.01% New 5,015 $793K
Waverly Advisors, LLC 0.01% New 5,004 $791K
Taurus Asset Management, LLC 0.08% No change 5,000 $791K
Allstate Corp. 0.02% Add +33.0% 4,899 $775K
D.A. Davidson & Co. 0.01% Reduce -0.5% 4,865 $769K
Ethic Inc. 0.02% Reduce -34.2% 4,840 $769K
EFG Asset Management (Americas) Corp. 0.16% New 4,844 $766K
First Citizens Bank & Trust Co. 0.02% Reduce -2.2% 4,841 $765K
Focus Partners Wealth 0.00% Reduce -0.1% 4,839 $765K
Jones Financial Companies LLLP 0.00% Add +22.9% 4,800 $763K
Graypoint LLC 0.05% Add +1.5% 4,791 $757K
CHICAGO TRUST Co NA 0.14% Add +3.5% 4,789 $757K
Winnacle Wealth LLC 0.70% Add +3.4% 4,782 $756K
Norinchukin Bank, The 0.01% New 4,733 $748K
HB Wealth Management, LLC 0.01% Add +63.6% 4,709 $745K
Truvestments Capital LLC 0.16% New 4,695 $742K
Signaturefd, LLC 0.01% Add +2.0% 4,689 $741K
Klein Pavlis & Peasley Financial, Inc. 0.53% Reduce -20.9% 4,593 $730K
Prospera Financial Services Inc 0.02% Reduce -4.7% 4,594 $726K
Evergreen Capital Management LLC 0.02% Reduce -3.2% 4,587 $725K
DGS Capital Management, LLC 0.19% Add +19.3% 4,585 $725K
PKS Advisory Services, LLC 0.20% Add +0.4% 4,565 $722K
Burton Enright Welch 0.14% Reduce -5.2% 4,499 $711K
Burney Co./ 0.03% Add +1.4% 4,479 $708K
AXA S.A. 0.00% Reduce -26.7% 4,470 $707K
Michels Family Financial, LLC 0.63% Reduce -2.9% 4,425 $700K
Fisher Asset Management 0.00% New 4,422 $699K
Bailard, Inc. 0.02% Add +8.0% 4,418 $698K
Berkeley, Inc 0.33% Reduce -56.2% 4,382 $693K
Brown Advisory Inc. 0.00% Reduce -0.1% 4,371 $691K
Kingsview Wealth Management, LLC 0.01% Reduce -4.4% 4,366 $690K
McBroom & Associates, LLC 0.38% No change 4,177 $660K
Sowell Financial Services LLC 0.03% New 4,158 $657K
Pinnacle Wealth Management, LLC 0.74% New 4,141 $655K
Valtrion Capital Management, LLC 0.87% New 4,102 $648K
Plato Investment Management Ltd 0.05% Reduce -2.4% 4,030 $644K
NORTHSTAR ASSET MANAGEMENT Co 0.15% No change 4,000 $632K
MWA Asset Management 0.44% Reduce -2.9% 3,999 $632K
Center For Asset Management LLC 0.39% Add +2.7% 3,995 $632K
Sierra Summit Advisors LLC 0.13% New 3,922 $620K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -86.1% 3,915 $619K
Nomura Holdings Inc. 0.00% Reduce -76.8% 3,894 $616K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -45.2% 3,880 $613K
Kestra Advisory Services, LLC 0.00% Reduce -1.2% 3,857 $610K
Lindenwold Advisors, INC 0.34% Reduce -1.9% 3,850 $609K
Guggenheim Capital LLC 0.01% Add +36.8% 3,811 $603K
Farther Finance Advisors, LLC 0.02% Add +63.3% 3,782 $601K
AMG National Trust Bank 0.02% No change 3,800 $601K
Jefferies Financial Group Inc. 0.01% Reduce -24.2% 3,791 $599K
Choreo, LLC 0.01% Add +16.9% 3,755 $594K
Aries Wealth Management 0.16% No change 3,660 $579K
CI Investments Inc. 0.00% Add +16.1% 3,635 $575K
Keybank National Association 0.00% Reduce -2.1% 3,628 $574K
Vaughan David Investments LLC 0.01% No change 3,600 $569K
GHP Investment Advisors, Inc. 0.03% Reduce -13.3% 3,592 $568K
CENTRAL TRUST Co 0.01% No change 3,590 $568K
Empirical Finance, LLC 0.03% Add +1.0% 3,573 $565K
Quantitative Investment Management, LLC 0.05% Reduce -91.9% 3,572 $564K
Kentucky Retirement Systems Insurance Trust Fund 0.04% New 3,545 $560K
Norden Group LLC 0.06% Reduce -51.9% 3,537 $559K
Resonant Capital Advisors, LLC 0.04% Add +0.9% 3,506 $554K
Investment Management Corp of Ontario 0.01% New 3,500 $553K
Wendell David Associates Inc. 0.06% No change 3,500 $553K
Praxis Investment Management Inc. 0.04% No change 3,500 $553K
RFG Advisory, LLC 0.01% Reduce -4.0% 3,452 $546K
Sagespring Wealth Partners, LLC 0.01% Add +18.8% 3,445 $545K
Buttonwood Financial Advisors Inc. 0.24% Reduce -24.1% 3,408 $539K
Absher Wealth Management, LLC 0.07% Add +0.8% 3,376 $534K
Farringdon Capital, Ltd. 0.27% New 3,366 $532K
Stevens Capital Management LP 0.13% Add +187.1% 3,319 $525K
Walleye Capital LLC 0.01% Reduce -91.3% 3,290 $520K
Checchi Capital Advisers, LLC 0.04% Add +0.2% 3,278 $518K
Prairiewood Capital, LLC 0.21% Reduce -21.5% 3,236 $512K
PFG Investments, LLC 0.03% Reduce -1.3% 3,220 $509K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.02% Add +6.7% 3,200 $506K
Wahed Invest LLC 0.09% New 3,192 $505K
Centiva Capital, LP 0.03% New 3,192 $505K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +2.6% 3,159 $499K
Naples Global Advisors, LLC 0.05% No change 3,158 $499K
Impact Partnership Wealth, LLC 0.11% Add +7.6% 3,156 $499K
Sterling Capital Management LLC 0.01% Reduce -29.2% 3,068 $485K
Thrive Capital Management, LLC 0.29% New 3,055 $483K
Ignite Planners, LLC 0.09% No change 3,092 $482K
Renasant Bank 0.31% Reduce -33.4% 2,997 $474K
Brown Brothers Harriman & Co. 0.00% No change 2,988 $472K
Parallel Advisors, LLC 0.01% Add +2.2% 2,955 $467K
Jeppson Wealth Management, LLC 0.17% No change 2,943 $465K
Motley Fool Asset Management LLC 0.03% Add +11.6% 2,940 $465K
Baker Avenue Asset Management, LP 0.01% Add +27.6% 2,926 $463K
Scotia Capital Inc. 0.00% Reduce -5.6% 2,924 $462K
Versant Capital Management, Inc 0.08% Add +789.6% 2,918 $461K
Paradigm Asset Management Co. LLC 0.12% No change 2,900 $458K
Elevation Point Wealth Partners, LLC 0.04% Reduce -18.7% 2,893 $457K
Prime Capital Investment Advisors, LLC 0.01% Add +26.6% 2,872 $454K
Creekside Partners 0.24% No change 2,860 $452K
Group One Trading LLC 0.02% Reduce -61.8% 2,818 $446K
Bridgewater Associates 0.00% Reduce -95.4% 2,816 $445K
Algert Global LLC 0.01% Add +141.4% 2,800 $443K
Benchmark Financial Wealth Advisors, LLC 0.17% Add +0.3% 2,790 $441K
Avantax Advisory Services, Inc. 0.00% Add +7.4% 2,765 $437K
Cambria Investment Management, L.P. 0.03% Add +1.2% 2,749 $435K
United Services Automobile Association 0.01% New 2,732 $434K
Seeds Investor LLC 0.12% Reduce -4.6% 2,731 $432K
Proficio Capital Partners LLC 0.03% Add +2.0% 2,730 $432K
Meeder Asset Management Inc. 0.03% Add +3485.5% 2,725 $431K
Seven Mile Advisory 0.29% Add +0.6% 2,720 $430K
GeoWealth Management, LLC 0.02% Add +3.5% 2,718 $430K
Cullinan Associates Inc. 0.03% Reduce -89.4% 2,700 $427K
Florida Financial Advisors, LLC 0.17% Reduce -11.4% 2,696 $426K
Y-Intercept (Hong Kong) Ltd 0.03% New 2,695 $426K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.20% Reduce -33.1% 2,651 $419K
V-Square Quantitative Management LLC 0.06% Add +95.7% 2,642 $418K
WINTON GROUP Ltd 0.03% Reduce -95.6% 2,631 $416K
OneDigital Investment Advisors LLC 0.00% Add +27.3% 2,621 $414K
Inceptionr LLC 0.12% New 2,547 $403K
Astoria Portfolio Advisors LLC. 0.14% Add +50.3% 2,757 $402K
Fifth Third Wealth Advisors LLC 0.02% Reduce -48.7% 2,540 $402K
Wesbanco Bank Inc. 0.01% Add +24.5% 2,540 $402K
Benjamin Edwards Inc. 0.01% Add +1.0% 2,525 $399K
Two Sigma Securities, LLC 0.06% Reduce -30.0% 2,523 $399K
Sovran Advisors, LLC 0.05% Add +39.8% 2,865 $399K
Syverson Strege & Co 0.13% Add +1.5% 2,484 $393K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -45.0% 2,482 $392K
Grant Private Wealth Management Inc 0.42% Reduce -7.2% 2,452 $388K
Alpha Omega Wealth Management LLC 0.07% Reduce -4.3% 2,450 $387K
Saxon Interests, Inc. 0.18% Add +5.6% 2,410 $381K
Aptus Capital Advisors, LLC 0.00% Add +45.0% 2,397 $379K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -29.4% 2,376 $376K
Ascent Group, LLC 0.02% Reduce -0.6% 2,370 $375K
Centennial Bank 0.18% Reduce -2.1% 2,366 $374K
Princeton Global Asset Management LLC 0.07% No change 2,364 $374K
Goodman Advisory Group, LLC 0.11% New 2,332 $369K
Wakefield Asset Management LLLP 0.11% Reduce -11.8% 2,324 $367K
Profund Advisors LLC 0.02% Reduce -25.9% 2,320 $367K
Prelude Capital Management, LLC 0.04% Add +111.8% 2,307 $365K
Manske Wealth Management 0.14% No change 2,304 $364K
World Investment Advisors 0.01% Add +53.5% 2,296 $363K
M.E. Allison & Co., Inc. 0.35% No change 2,257 $357K
Portside Wealth Group, LLC 0.06% Reduce -43.0% 2,253 $356K
Diversified Trust Co. 0.01% New 2,246 $355K
King Luther Capital Management Corp. 0.00% Reduce -3.1% 2,201 $348K
Rebalance, LLC 0.03% No change 2,180 $345K
Mufg Securities Americas Inc. 0.04% New 2,179 $345K
Plimoth Trust Co. LLC 0.09% Reduce -1.1% 2,165 $342K
Wedmont Private Capital 0.02% Add +12.5% 2,302 $341K
Private Client Services, LLC 0.17% Reduce -25.6% 2,153 $340K
Private Trust Co. NA 0.03% Add +1.1% 2,145 $339K
Kimelman & Baird, LLC 0.03% No change 2,144 $339K
Whalen Wealth Management Inc. 0.23% Add +42.9% 2,143 $339K
Larson Financial Group LLC 0.02% Add +11.9% 2,120 $335K
Advisor OS, LLC 0.04% Reduce -13.6% 2,115 $334K
NorthRock Partners, LLC 0.01% Add +9.2% 2,110 $334K
Simon Quick Advisors, LLC 0.02% Add +70.2% 2,098 $332K
Klingman & Associates, LLC 0.02% Reduce -7.0% 2,087 $330K
Snowden Capital Advisors LLC 0.01% Add +56.9% 2,081 $329K
Kaizen Financial Strategies 0.19% New 2,080 $329K
Alps Advisors Inc. 0.00% Reduce -17.7% 2,050 $324K
GMO 0.00% New 2,039 $322K
Dorsey Wright & Associates 0.08% Reduce -2.0% 2,026 $320K
Sigma Planning Corp 0.01% Add +5.0% 2,022 $320K
Kestra Private Wealth Services, LLC 0.01% Add +2.9% 2,013 $318K
Fulcrum Capital LLC 0.07% Add +11.7% 2,010 $318K
Whipplewood Advisors, LLC 0.19% Add +0.3% 2,012 $317K
Indiana Trust & Investment Management Co 0.11% No change 2,000 $316K
Gateway Wealth Partners, LLC 0.07% No change 2,000 $316K
RBF Capital, LLC 0.02% No change 2,000 $316K
Interval Partners, LP 0.01% New 2,000 $316K
Sapient Capital LLC 0.01% No change 2,000 $316K
Smithbridge Asset Management Inc. 0.06% — 1,992 $315K
Confluence Wealth Services, Inc. 0.02% Reduce -0.3% 2,136 $312K
Arkadios Wealth Advisors 0.01% New 1,954 $309K
Canopy Partners, LLC 0.12% Reduce -11.2% 1,948 $308K
American Money Management, LLC 0.06% Add +0.3% 1,947 $308K
Clarius Group, LLC 0.02% Add +18.2% 1,938 $306K
Optas, LLC 0.05% New 1,926 $305K
Geneos Wealth Management Inc. 0.01% Add +1.2% 1,925 $304K
Linden Thomas Advisory Services, LLC 0.04% Add +3.0% 1,902 $301K
Roanoke Asset Management Corp./ NY 0.10% No change 1,900 $300K
MainStreet Investment Advisors LLC 0.04% Reduce -39.8% 1,896 $300K
Private Wealth Asset Management, LLC 0.04% — 1,890 $299K
MBB Public Markets I LLC 0.03% New 1,890 $299K
Tiemann Investment Advisors, LLC 0.14% No change 1,885 $298K
Abacus Planning Group, Inc. 0.05% No change 1,876 $297K
High Note Wealth, LLC 0.07% No change 1,872 $296K
Cynosure Group, LLC 0.04% Add +11.6% 1,852 $293K
Wealthfront Advisers LLC 0.00% Add +52.8% 1,831 $289K
Smith Group Asset Management, LLC 0.02% Add +2.3% 1,820 $288K
Paulson Wealth Management Inc. 0.08% Add +2.3% 1,813 $287K
Cibc World Market Inc. 0.00% Reduce -16.5% 1,811 $286K
Adero Partners, LLC 0.02% Add +2.2% 1,801 $285K
Spinnaker Trust 0.02% New 1,800 $285K
Tiaa Trust, National Association 0.00% Add +22.2% 1,793 $283K
AE Wealth Management LLC 0.00% Reduce -18.9% 1,781 $282K
Hantz Financial Services, Inc. 0.00% Reduce -8.3% 1,780 $281K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +35.0% 1,761 $278K
Horizon Investments, LLC 0.01% New 1,768 $278K
Fifth Third Bancorp 0.00% Add +9.8% 1,727 $273K
Investment Partners Asset Management, Inc. 0.21% Reduce -0.2% 1,717 $271K
Trust Point Inc. 0.02% Reduce -57.2% 1,698 $268K
GAMMA Investing LLC 0.02% Add +2.4% 1,672 $264K
Regions Financial Corp. 0.00% Add +4.9% 1,623 $257K
Forum Financial Management, LP 0.00% Reduce -29.2% 1,622 $256K
Catalina Capital Group, LLC 0.17% Reduce -19.2% 1,620 $256K
Machina Capital S.A.S. 0.08% New 1,618 $256K
Focus Partners Advisor Solutions, LLC 0.00% New 1,607 $254K
BayBridge Capital Group, LLC 0.18% No change 1,602 $253K
Genus Capital Management Inc. 0.04% — 1,600 $253K
Smartleaf Asset Management LLC 0.02% Reduce -0.1% 1,571 $250K
Bridgefront Capital, LLC 0.07% Reduce -50.5% 1,575 $249K
FourThought Financial Partners, LLC 0.03% Reduce -1.1% 1,566 $248K
Pflug Koory, LLC 0.14% No change 1,552 $245K
Westpac Banking Corp. 0.02% New 1,536 $243K
Perpetual Ltd 0.00% New 1,536 $243K
EP Wealth Advisors, LLC 0.00% Add +7.3% 1,534 $243K
Kathmere Capital Management, LLC 0.02% Reduce -1.4% 1,518 $240K
Aaron Wealth Advisors LLC 0.03% Add +14.7% 1,513 $239K
Quantum Financial Advisors, LLC 0.04% Add +0.1% 1,503 $238K
Covenant Asset Management, LLC 0.06% Reduce -0.5% 1,503 $238K
Kingswood Wealth Advisors, LLC 0.02% Reduce -42.7% 1,495 $237K
First Interstate Bank 0.01% No change 1,500 $237K
Cahaba Wealth Management, Inc. 0.02% No change 1,492 $236K
Ferguson Wellman Capital Management, Inc. 0.00% Add +15.7% 1,487 $235K
Compound Planning, Inc. 0.01% Reduce -3.6% 1,485 $235K
Procyon Advisors, LLC 0.01% New 1,484 $235K
Chicago Partners Investment Group LLC 0.01% New 1,486 $234K
Rossby Financial, LCC 0.10% New 1,544 $233K
Gallacher Capital Management LLC 0.11% Reduce -6.2% 1,474 $233K
IFP Advisors, Inc 0.01% Reduce -50.0% 1,471 $233K
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 1,468 $232K
Savvy Advisors, Inc. 0.02% Add +3.6% 1,466 $232K
First Bank & Trust 0.04% Add +5.1% 1,463 $231K
Siemens Fonds Invest GmbH 0.02% New 1,448 $229K
Valeo Financial Advisors, LLC 0.01% Add +8.7% 1,447 $229K
Citizens Financial Group Inc. 0.00% Add +30.8% 1,447 $229K
Clark Asset Management, LLC 0.04% Add +2.7% 1,444 $228K
First Western Trust Bank 0.01% Reduce -18.3% 1,444 $228K
Intrust Bank NA 0.02% Reduce -0.9% 1,443 $228K
Consolidated Capital Management, LLC 0.09% New 1,440 $228K
Pinnacle Bancorp, Inc. 0.07% No change 1,440 $228K
United Capital Financial Advisors, LLC 0.00% Add +23.9% 1,431 $226K
Robeco Schweiz AG 0.01% Add +15.7% 1,416 $224K
Sheridan Capital Management, LLC 0.16% No change 1,411 $223K
One Wealth Advisors, LLC 0.03% Reduce -48.5% 1,401 $221K
Plan Group Financial, LLC 0.08% New 1,400 $221K
Ehrlich Financial Group 0.16% No change 1,396 $221K
Community Bank & Trust, Waco, Texas 0.05% Reduce -3.5% 1,370 $217K
CW Advisors, LLC 0.00% Reduce -93.8% 1,368 $217K
Moseley Investment Management Inc. 0.08% Add +2.0% 1,363 $215K
Wealthcare Advisory Partners LLC 0.01% Reduce -2.3% 1,361 $215K
SkyOak Wealth, LLC 0.05% Reduce -53.0% 1,345 $213K
Exchange Traded Concepts, LLC 0.00% Add +733.1% 1,333 $211K
Silvercrest Asset Management Group LLC 0.00% New 1,328 $210K
Christensen, King & Associates Investment Services, Inc. 0.10% Reduce -9.0% 1,240 $210K
Trajan Wealth LLC 0.01% Reduce -32.5% 1,326 $210K
Edmp, Inc. 0.17% Reduce -20.0% 1,322 $209K
Pallas Capital Advisors LLC 0.01% New 1,319 $209K
Atria Wealth Solutions, Inc. 0.00% Reduce -50.7% 1,318 $208K
Bessemer Group Inc. 0.00% Add +12.2% 1,319 $208K
Signature Estate & Investment Advisors LLC 0.01% No change 1,312 $207K
Badgley Phelps Wealth Managers, LLC 0.01% Add +1.7% 1,306 $206K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,300 $205K
Whittier Trust Co. of Nevada Inc. 0.01% Add +130.7% 1,294 $205K
TFB Advisors LLC 0.06% Add +5.5% 1,281 $203K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -45.3% 1,273 $201K
Ostrum Asset Management 0.01% Reduce -2.5% 1,209 $191K
Cullen/Frost Bankers, Inc. 0.00% Add +50.3% 1,166 $184K
Valley National Advisers Inc. 0.03% Reduce -84.8% 1,168 $183K
Blue Trust, Inc. 0.00% Reduce -8.5% 1,128 $178K
Colonial Trust Co / SC 0.03% Reduce -5.8% 1,127 $178K
Virtus Advisers, LLC 0.12% New 1,120 $177K
Whittier Trust Co. 0.00% Add +87.3% 1,118 $177K
Spire Wealth Management 0.01% Reduce -0.6% 1,090 $172K
Caitong International Asset Management Co., Ltd 0.12% New 1,000 $158K
Principal Securities, Inc. 0.00% No change 849 $157K
Huntington National Bank 0.00% Add +37.1% 980 $155K
Kestra Investment Management, LLC 0.00% Reduce -71.2% 916 $145K
UMB Bank, n.a. 0.00% Add +7.6% 905 $143K
FIL Ltd 0.00% Reduce -84.2% 838 $132K
Archer Investment Corp 0.03% Reduce -64.6% 820 $130K
Capital Advisors, Ltd. LLC 0.02% No change 816 $129K
Activest Wealth Management 0.03% Add +0.3% 802 $127K
Lindbrook Capital, LLC 0.01% Add +82.2% 769 $122K
DT Investment Partners, LLC 0.01% No change 694 $110K
Transamerica Financial Advisors, LLC 0.01% Reduce -8.6% 682 $108K
Quent Capital, LLC 0.01% Reduce -2.0% 683 $108K
Anchor Investment Management, LLC 0.01% Reduce -3.8% 635 $100K
Olde Wealth Management, LLC 0.03% New 624 $98K
Groupe la Francaise 0.00% Add +13.0% 583 $96K
Evermay Wealth Management LLC 0.01% No change 600 $95K
Plante Moran Financial Advisors, LLC 0.01% No change 594 $94K
Harbor Investment Advisory, LLC 0.01% No change 593 $94K
Brooklyn Investment Group 0.02% Add +493.7% 564 $89K
Brown, Lisle/Cummings, Inc. 0.03% No change 560 $89K
EverSource Wealth Advisors, LLC 0.00% Add +36.6% 541 $86K
AdvisorNet Financial, Inc 0.01% Add +25.2% 512 $81K
Johnson Financial Group, Inc. 0.00% Add +182.8% 509 $80K
Nvwm, LLC 0.02% Reduce -39.4% 500 $79K
Hemington Wealth Management 0.01% Add +15.3% 482 $76K
Asset Dedication, LLC 0.01% No change 468 $74K
AlphaQuest LLC 0.01% Add +45.3% 430 $68K
Allworth Financial LP 0.00% Reduce -2.7% 435 $66K
Arax Advisory Partners 0.00% Add +155.6% 414 $65K
Bogart Wealth, LLC 0.00% No change 406 $64K
Rosenberg Matthew Hamilton 0.02% Add +6.8% 395 $62K
Aster Capital Management (DIFC) Ltd 0.01% Reduce -94.7% 294 $57K
Ofi Invest Asset Management 0.00% Add +39.6% 384 $56K
Ossiam 0.00% Add +27.0% 343 $54K
Harbour Investments, Inc. 0.00% Add +655.6% 340 $54K
von Borstel & Associates, Inc. 0.02% New 336 $53K
SBI Securities Co., Ltd. 0.00% Reduce -24.1% 331 $52K
Painted Porch Advisors LLC 0.02% Reduce -53.1% 308 $49K
ORG Partners LLC 0.01% Add +16.0% 290 $46K
Sound Income Strategies, LLC 0.00% New 270 $43K
Capital Analysts, LLC 0.00% No change 265 $42K
Clearstead Trust, LLC 0.01% Reduce -21.2% 264 $42K
Bell Investment Advisors, Inc 0.01% No change 264 $42K
Front Row Advisors LLC 0.02% Reduce -28.6% 250 $40K
Rise Advisors, LLC 0.02% Reduce -26.5% 250 $39K
Richards, Merrill & Peterson, Inc. 0.02% No change 248 $39K
Park Square Financial Group, LLC 0.03% Reduce -48.5% 240 $38K
Wayfinding Financial, LLC 0.02% New 224 $35K
SOA Wealth Advisors, LLC. 0.01% New 211 $33K
CoreCap Advisors, LLC 0.00% Add +158.2% 204 $32K
NFSG Corp 0.01% Add +0.5% 204 $32K
Sentry Investment Management LLC 0.02% New 219 $32K
Sittner & Nelson, LLC 0.01% No change 200 $32K
Costello Asset Management, INC 0.01% New 200 $32K
HM Payson & Co. 0.00% No change 200 $32K
Quarry LP 0.01% Add +99.0% 199 $31K
Clean Yield Group 0.01% No change 192 $30K
Bartlett & Co. Wealth Management LLC 0.00% Add +0.5% 189 $30K
Kozak & Associates, Inc. 0.01% Add +0.5% 202 $29K
Smithfield Trust Co 0.00% No change 160 $25K
Opal Wealth Advisors, LLC 0.01% New 153 $24K
Red Tortoise LLC 0.01% No change 144 $23K
Parkside Financial Bank & Trust 0.00% Add +361.3% 143 $23K
Evolution Advisers, Inc. 0.01% No change 132 $20K
Foster Dykema Cabot & Partners, LLC 0.00% No change 122 $19K
WASHINGTON TRUST Co 0.00% No change 120 $19K
Medallion Wealth Advisors, LLC 0.01% No change 110 $17K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 110 $17K
Golden State Wealth Management, LLC 0.00% No change 110 $17K
JFS Wealth Advisors, LLC 0.00% Add +2.9% 106 $17K
Cary Street Partners Investment Advisory LLC 0.01% Add +5150.0% 105 $17K
Leonteq Securities AG 0.00% Add +10000.0% 101 $16K
Citizens National Bank Trust Department 0.00% No change 100 $16K
Zions Bancorporation, National Association 0.00% — 99 $16K
SouthState Bank Corp 0.00% New 98 $15K
Sandy Spring Bank 0.00% No change 97 $15K
GW&K Investment Management, LLC 0.00% New 93 $15K
Farmers & Merchants Investments Inc. 0.00% Add +76.9% 92 $15K
Private Wealth Management Group, LLC 0.01% Reduce -3.2% 90 $14K
Harbor Capital Advisors, Inc. 0.00% Add +14.1% 89 $14K
CVA Family Office, LLC 0.00% Add +7.3% 88 $14K
MCF Advisors LLC 0.00% No change 84 $13K
Tidemark, LLC 0.00% No change 84 $13K
Westside Investment Management, Inc. 0.00% No change 84 $13K
Covestor Ltd 0.01% Reduce -94.2% 84 $13K
Salem Investment Counselors Inc. 0.00% No change 80 $13K
Manchester Capital Management LLC 0.00% Add +2.6% 79 $12K
Vermillion & White Wealth Management Group, LLC 0.01% New 78 $12K
Contravisory Investment Management, Inc. 0.00% Reduce -38.1% 78 $12K
WealthCollab, LLC 0.01% Reduce -6.3% 74 $12K
GPS Wealth Strategies Group, LLC 0.00% Reduce -78.3% 68 $11K
Ancora Advisors LLC 0.00% No change 68 $11K
Abound Wealth Management 0.00% Add +26.9% 66 $10K
Itau Unibanco Holding S.A. 0.00% Reduce -11.0% 65 $10K
Key Financial Inc 0.00% No change 62 $10K
Fortitude Family Office, LLC 0.00% No change 60 $9K
Continuum Advisory, LLC 0.00% Reduce -28.1% 59 $9K
Valued Wealth Advisors LLC 0.01% No change 53 $8K
South Plains Financial, Inc. 0.01% No change 52 $8K
Saudi Central Bank 0.04% New 48 $8K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 46 $7K
Sunbelt Securities, Inc. 0.00% No change 45 $7K
Sachetta, LLC 0.00% No change 44 $7K
BOK Financial Private Wealth, Inc. 0.00% New 44 $7K
Darwin Wealth Management, LLC 0.00% No change 36 $7K
NewSquare Capital LLC 0.00% Add +350.0% 36 $6K
DiNuzzo Private Wealth, Inc. 0.00% Add +2.9% 35 $6K
Cornerstone Planning Group LLC 0.00% Add +1600.0% 34 $5K
SJS Investment Consulting Inc. 0.00% No change 30 $5K
Millstone Evans Group, LLC 0.00% New 29 $5K
TD Private Client Wealth LLC 0.00% New 27 $4K
Capital A Wealth Management, LLC 0.00% No change 26 $4K
Dunhill Financial, LLC 0.00% No change 26 $4K
Ameriflex Group, Inc. 0.00% No change 26 $4K
Arlington Trust Co LLC 0.00% No change 26 $4K
First Horizon Advisors, Inc. 0.00% Reduce -35.0% 26 $4K
True Wealth Design, LLC 0.00% Reduce -55.4% 25 $4K
Beacon Capital Management, LLC 0.00% No change 24 $4K
Toth Financial Advisory Corp. 0.00% No change 20 $3K
Garde Capital, Inc. 0.00% New 20 $3K
Altshuler Shaham Ltd 0.00% New 20 $3K
Rothschild Investment LLC 0.00% Add +1800.0% 19 $3K
Avion Wealth 0.00% No change 20 $3K
Bruce G. Allen Investments, LLC 0.00% Reduce -57.6% 14 $2K
Legacy Wealth Managment, LLC 0.00% No change 13 $2K
Hughes Financial Services, LLC 0.00% New 12 $2K
Rialto Wealth Management, LLC 0.00% New 12 $2K
Global Financial Private Client, LLC 0.00% Add +140.0% 12 $2K
Bare Financial Services, Inc 0.00% New 11 $2K
Pacific Center for Financial Services 0.00% No change 10 $2K
CGC Financial Services, LLC 0.00% No change 10 $2K
Iron Horse Wealth Management, LLC 0.00% No change 10 $2K
WealthTrak Capital Management LLC 0.00% Add +350.0% 9 $1K
Physician Wealth Advisors, Inc. 0.00% New 8 $1K
Center for Financial Planning, Inc. 0.00% No change 8 $1K
Hexagon Capital Partners LLC 0.00% No change 8 $1K
Winthrop Capital Management, LLC 0.00% Reduce -20.0% 8 $1K
Principia Wealth Advisory, LLC 0.00% Add +200.0% 6 $950
Sierra Ocean, LLC 0.00% Reduce -83.3% 5 $791
Addison Advisors LLC 0.00% Reduce -70.6% 5 $791
HFM Investment Advisors, LLC 0.00% — 4 $633
North Capital, Inc. 0.00% — 4 $632
Parkworth Wealth Management, Inc. 0.00% No change 4 $632
Cromwell Holdings LLC 0.00% New 4 $632
Bay Harbor Wealth Management, LLC 0.00% New 4 $632
MV Capital Management, Inc. 0.00% Reduce -76.9% 3 $475
Raffa Wealth Management, LLC 0.00% Reduce -62.5% 3 $474
WestEnd Advisors, LLC 0.00% New 3 $474
Northwest Capital Management Inc 0.00% No change 2 $335
TFC Financial Management, Inc. 0.00% No change 2 $317
Dogwood Wealth Management LLC 0.00% New 2 $316
Binnacle Investments Inc 0.00% — 2 $316
Highline Wealth Partners LLC 0.00% New 2 $316
Creative Financial Designs Inc. 0.00% New 1 $158

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