SS Industrial Select SectorXLIETF

13F holders, Q1 2024 (March 31)
1,213holders
5famous investors
$126.12avg. 13F price*

At the end of Q1 2024, 1,213 institutions reported holding SS Industrial Select Sector (XLI) in their 13F filings. The largest holders were Bank of America Corp. ($2.3B), JPMorgan Chase & Co. ($1.2B) and Morgan Stanley ($1.0B). 5 famous investors held it, including Ken Fisher (0.2% of Fisher Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SS Industrial Select Sector
Filed as
SELECT SECTOR SPDR TR (Q1 2024)
CUSIP
81369Y704
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions125$343.5M
Exits101$319.3M

Ownership 1,213 holders

Bank of America Corp. 0.23% Add +13.0% 18,125,289 $2.3B
JPMorgan Chase & Co. 0.10% Add +89.5% 9,210,122 $1.2B
Morgan Stanley 0.08% Add +11.0% 7,974,135 $1.0B
Goldman Sachs Group Inc. 0.20% Reduce -34.3% 7,572,960 $953.9M
BNP Paribas Financial Markets 1.04% Add +27.9% 6,574,861 $828.2M
Wells Fargo & Company 0.18% Add +5.4% 5,464,253 $688.3M
UBS Group AG 0.17% Reduce -11.6% 4,021,593 $506.6M
LPL Financial LLC 0.26% Add +7.3% 3,898,103 $491.0M
Citigroup Inc. 0.49% Reduce -11.6% 3,624,226 $456.5M
Healthcare of Ontario Pension Plan Trust Fund 1.53% Add +15.0% 3,450,000 $434.6M
Natixis 1.97% Add +0.2% 2,807,234 $353.6M
Barclays PLC 0.15% Reduce -22.8% 2,682,181 $337.8M
Fisher Asset Management 0.15% Reduce -2.8% 2,560,917 $322.6M
Ameriprise Financial Inc. 0.08% Add +4.7% 2,433,313 $306.5M
CHURCHILL MANAGEMENT Corp 3.74% Add +46.3% 2,381,219 $299.9M
Migdal Insurance & Financial Holdings Ltd. 4.58% Reduce -25.8% 2,271,251 $286.1M
Susquehanna International Group, LLP 0.42% Add +375.4% 2,202,088 $277.4M
Royal Bank of Canada 0.06% Reduce -3.6% 1,881,311 $237.0M
Envestnet Asset Management Inc. 0.06% Add +25.5% 1,375,284 $173.2M
BlackRock Inc. 0.00% Add +11.0% 1,302,686 $164.1M
Bank of Montreal 0.05% Add +810.5% 1,252,622 $158.0M
TD Asset Management Inc 0.14% Add +15.7% 1,221,200 $153.8M
State Street Corp. 0.01% Add +224.1% 1,141,613 $143.8M
Raymond James & Associates 0.08% Reduce -2.6% 980,174 $123.5M
Harel Insurance Investments & Financial Services Ltd. 2.38% Reduce -0.0% 975,395 $122.9M
Factory Mutual Insurance Co. 1.30% Add +0.3% 899,000 $113.2M
Meitav Investment House Ltd. 2.21% Reduce -47.6% 896,240 $112.9M
PGIM Custom Harvest LLC 2.60% Add +45.1% 834,075 $105.1M
Capital Fund Management S.A. 1.27% Add +127.4% 827,192 $104.2M
Phoenix Financial Ltd. 1.44% Add +527.8% 824,623 $103.9M
Agf Management Ltd. 0.53% Add +82.7% 757,767 $95.4M
Raymond James Financial Services Advisors, Inc. 0.14% Reduce -15.4% 752,977 $94.8M
Signature Estate & Investment Advisors LLC 2.52% Add +5667.5% 708,254 $89.2M
Longbow Finance SA 8.27% New 648,919 $81.8M
Cibc World Market Inc. 0.21% Add +29.9% 636,307 $80.1M
Osaic Holdings, Inc. 0.15% Reduce -21.9% 522,265 $65.8M
Wolverine Trading, LLC 0.66% Reduce -0.0% 511,739 $64.5M
ING Groep NV 0.43% New 500,000 $63.0M
Spire Wealth Management 1.07% Add +5.6% 199,526 $58.4M
Commonwealth Equity Services, LLC 0.10% Reduce -7.6% 457,098 $57.6M
Truist Financial Corp. 0.08% Reduce -6.0% 422,761 $53.3M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 4.54% No change 415,012 $52.3M
Swan Global Investments, LLC 2.54% Reduce -8.1% 410,066 $51.7M
HighTower Advisors, LLC 0.08% Reduce -0.5% 392,778 $49.5M
Cetera Investment Advisers 0.11% Add +924.5% 378,327 $47.7M
Stifel Financial Corp. 0.05% Reduce -24.2% 376,497 $47.4M
Northern Trust Corp. 0.01% Add +4.6% 364,092 $45.9M
CW Advisors, LLC 0.78% Reduce -0.6% 359,803 $45.3M
J.Safra Asset Management Corp 5.09% Add +62.5% 357,103 $45.0M
Trust Asset Management LLC 3.93% Add +4.1% 355,946 $44.8M
MML Investors Services, LLC 0.18% Add +36.0% 353,573 $44.5M
Private Advisor Group, LLC 0.31% Reduce -18.9% 347,051 $43.7M
PNC Financial Services Group, Inc. 0.03% Reduce -2.4% 339,929 $42.8M
Taiyo Life Insurance Co. 3.02% New 297,900 $37.5M
Rockefeller Capital Management L.P. 0.11% Add +5.7% 297,471 $37.5M
Campbell Wealth Management 3.71% Reduce -14.6% 296,539 $37.4M
Thrivent Financial for Lutherans 0.07% Reduce -20.4% 288,092 $36.3M
Mercer Global Advisors Inc. 0.10% Reduce -1.2% 281,400 $35.4M
KCM Investment Advisors LLC 1.19% Reduce -0.7% 253,584 $31.9M
Exchange Traded Concepts, LLC 0.82% Reduce -34.3% 250,668 $31.6M
Alps Advisors Inc. 0.22% Reduce -11.5% 244,360 $30.8M
Country Trust Bank 0.75% Add +31.3% 229,461 $28.9M
Peapack Gladstone Financial Corp. 0.45% Add +1.1% 228,149 $28.7M
Castleark Management LLC 1.17% No change 223,500 $28.2M
RiverFront Investment Group, LLC 0.79% Add +1.4% 221,572 $27.9M
Advisory Alpha, LLC 1.14% Reduce -3.4% 221,004 $27.8M
Full Sail Capital, LLC 1.92% Add +4.7% 219,027 $27.6M
US Bancorp \de 0.04% Add +0.3% 218,029 $27.5M
Bank of Nova Scotia 0.06% Add +1107.0% 217,679 $27.4M
Armstrong Advisory Group, Inc. 2.63% No change 237,483 $27.1M
Biltmore Wealth Management, LLC 12.73% No change 234,827 $26.8M
Cerity Partners LLC 0.07% Reduce -38.7% 208,601 $26.3M
Jefferies Financial Group Inc. 0.57% Add +101.5% 204,377 $25.7M
Parallax Volatility Advisers, L.P. 0.85% Reduce -52.7% 203,891 $25.7M
Mariner, LLC 0.05% Add +18.0% 203,854 $25.7M
Qube Research & Technologies Ltd 0.05% Reduce -1.3% 198,621 $25.0M
Mirae Asset Global Investments Co., Ltd. 0.05% Reduce -17.1% 196,802 $24.8M
Cwm, LLC 0.12% Add +10.6% 191,588 $24.1M
Charles Schwab Investment Management Inc. 0.01% Reduce -6.5% 191,225 $24.1M
WINTON GROUP Ltd 1.70% Add +77.8% 190,896 $24.0M
Greenwood Gearhart LLC 2.29% Add +4824.2% 186,284 $23.5M
Janney Montgomery Scott LLC 0.07% Reduce -6.0% 185,709 $23.4M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 6.05% Reduce -18.3% 184,182 $23.2M
Prudential PLC 0.19% Add +48.3% 183,718 $23.1M
Concord Investment Counsel Inc. 8.35% — 183,702 $23.1M
Transform Wealth, LLC 2.19% Add +18.5% 183,339 $23.1M
D. E. Shaw & Co. 0.03% New 180,000 $22.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.67% Add +52.4% 172,574 $21.7M
Assetmark, Inc. 0.07% Add +29879.1% 170,881 $21.5M
AlphaStar Capital Management, LLC 2.12% Add +1599.4% 163,587 $20.6M
Bar Harbor Wealth Management 1.32% Add +0.6% 156,243 $19.7M
SG Americas Securities, LLC 0.10% Add +21.5% 156,225 $19.7M
Corient Private Wealth LP 0.03% Reduce -12.4% 153,816 $19.4M
Trek Financial, LLC 1.49% Add +11.9% 149,812 $18.9M
SPX Gestao de Recursos Ltda 1.61% New 145,756 $18.4M
Foundations Investment Advisors, LLC 0.46% Add +3.2% 138,234 $17.4M
Robertson Stephens Wealth Management, LLC 0.88% Add +35.1% 127,861 $16.1M
Equitable Holdings, Inc. 0.18% Reduce -0.0% 126,606 $15.9M
Cambridge Investment Research Advisors, Inc. 0.06% Add +23.3% 125,970 $15.9M
Graypoint LLC 1.14% Add +5.8% 125,423 $15.8M
Nelson Capital Management, LLC 2.99% Add +0.1% 124,068 $15.6M
Wharton Business Group, LLC 0.74% Reduce -47.2% 122,862 $15.5M
RFG Advisory, LLC 0.51% Add +10.4% 118,030 $14.9M
IMZ Advisory Inc 7.59% Add +2.8% 116,906 $14.7M
Strategic Point Investment Advisors, LLC 2.65% Add +0.6% 116,012 $14.6M
Rothschild Capital Partners, LLC 4.16% Reduce -18.2% 113,711 $14.3M
Camarda Financial Advisors, LLC 5.50% Reduce -2.7% 108,067 $13.6M
Fifth Third Bancorp 0.05% Reduce -11.3% 107,583 $13.6M
Cornerstone Wealth Group, LLC 1.24% New 106,583 $13.4M
First Interstate Bank 0.92% Reduce -4.4% 105,535 $13.3M
Creative Planning 0.01% Reduce -1.5% 104,680 $13.2M
Nissay Asset Management Corp. /Japan 0.09% New 100,422 $12.6M
MAI Capital Management 0.13% Add +3.5% 99,728 $12.6M
Capital Investment Advisors, LLC 0.29% Reduce -0.1% 98,529 $12.4M
Captrust Financial Advisors 0.05% Add +14.3% 97,970 $12.3M
Old National Bancorp 0.29% Reduce -11.2% 97,823 $12.3M
Gerber Kawasaki Wealth & Investment Management 0.65% Add +6.8% 95,277 $12.0M
Fullerton Fund Management Co Ltd. 0.57% Reduce -15.9% 95,200 $12.0M
Bellwether Advisors, LLC 2.63% Add +1.0% 95,133 $12.0M
Round Rock Advisors LLC 2.84% Add +1.0% 94,221 $11.9M
Salomon & Ludwin, LLC 1.02% Add +3.3% 93,667 $11.9M
Tucker Asset Management LLC 2.71% Add +13.1% 93,334 $11.8M
Teamwork Financial Advisors, LLC 1.80% Add +2761.7% 92,575 $11.7M
Martin & Co. Inc. 2.83% Reduce -2.8% 91,985 $11.6M
Walleye Trading LLC 0.18% New 88,519 $11.1M
Atlas Capital Advisors Inc. 1.74% Add +22.4% 88,447 $11.1M
WBH Advisory Inc. 1.13% Add +18.3% 87,120 $11.0M
Comerica Bank 0.05% Reduce -0.9% 86,422 $10.9M
Spectrum Wealth Counsel, LLC 1.31% Add +1.3% 85,275 $10.7M
Krilogy Financial LLC 0.82% Add +3.4% 84,375 $10.6M
Lodge Hill Capital, LLC 4.07% Add +115.9% 84,200 $10.6M
Forbes J M & Co. LLP 1.15% No change 83,878 $10.6M
Chicago Wealth Management, Inc. 6.19% Add +0.1% 82,769 $10.4M
Park Avenue Securities LLC 0.13% Add +164.3% 82,592 $10.4M
Citadel Advisors 0.01% Add +1311.2% 81,694 $10.3M
Avantax Advisory Services, Inc. 0.09% Add +35.0% 78,751 $9.9M
PFG Advisors 0.72% Add +16.6% 78,322 $9.9M
WESPAC Advisors SoCal, LLC 2.58% Add +2.1% 78,137 $9.8M
Pathstone Holdings, LLC 0.05% Reduce -0.1% 77,827 $9.8M
Sequoia Financial Advisors, LLC 0.12% Reduce -5.3% 75,840 $9.6M
NTV Asset Management LLC 1.45% Add +3.2% 75,670 $9.5M
IHT Wealth Management, LLC 0.38% Add +6.5% 75,550 $9.5M
Jmac Enterprises LLC 1.76% Add +12.3% 75,268 $9.5M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -23.0% 73,721 $9.3M
Zurich Insurance Group Ltd 0.08% Add +8.4% 72,925 $9.1M
Chemung Canal Trust Co. 1.76% Add +2.5% 72,349 $9.1M
Lido Advisors, LLC 0.08% Reduce -68.9% 72,169 $9.1M
Macquarie Group Ltd. 0.01% Reduce -1.5% 71,003 $8.9M
Toth Financial Advisory Corp. 1.10% Reduce -1.8% 69,555 $8.8M
Cresset Asset Management, LLC 0.04% Add +13.3% 68,240 $8.6M
Kingsview Wealth Management, LLC 0.21% Reduce -3.9% 67,976 $8.6M
Two Sigma Investments, LP 0.02% Add +42.5% 67,840 $8.5M
Allspring Global Investments Holdings, LLC 0.01% Reduce -11.1% 66,362 $8.4M
Ayalon Insurance Comp Ltd. 2.77% Reduce -23.6% 66,264 $8.3M
Atria Investments, Inc 0.11% Add +26.2% 65,995 $8.3M
Tamar Securities, LLC 1.40% Reduce -9.7% 65,734 $8.3M
Dakota Wealth Management 0.21% Add +4.1% 65,421 $8.2M
FMR LLC 0.00% Add +19.9% 64,739 $8.2M
Stillwater Capital Advisors, LLC 1.20% Reduce -1.1% 64,496 $8.1M
Columbia Advisory Partners LLC 8.10% Add +5.2% 63,451 $8.0M
Envestnet Portfolio Solutions, Inc. 0.03% Add +80.8% 63,054 $7.9M
Estate Counselors, LLC 0.91% Reduce -1.3% 63,015 $7.9M
Busey Bank 0.28% Reduce -4.2% 62,596 $7.9M
AE Wealth Management LLC 0.09% Reduce -54.8% 61,302 $7.7M
Spinnaker Trust 0.49% Reduce -5.5% 60,330 $7.6M
Sharper & Granite LLC 3.55% Reduce -2.0% 58,438 $7.3M
Summit Financial, LLC 0.43% Reduce -0.4% 58,149 $7.3M
GTS Securities LLC 0.20% Add +68.7% 57,832 $7.3M
Oppenheimer & Co. Inc. 0.12% Add +73.8% 57,797 $7.3M
Opal Wealth Advisors, LLC 2.44% Add +0.5% 57,233 $7.2M
B. Riley Wealth Advisors, Inc. 0.19% Reduce -3.6% 71,053 $7.2M
Callan Capital, LLC 0.63% Reduce -2.1% 56,918 $7.2M
Vickerman Investment Advisors, Inc. 2.31% Add +0.3% 56,903 $7.2M
Integrated Wealth Concepts LLC 0.10% Add +61.5% 56,517 $7.1M
Carnegie Investment Counsel 0.22% Reduce -2.4% 56,487 $7.1M
Ashton Thomas Private Wealth, LLC 0.41% Reduce -12.1% 56,132 $7.1M
Lyell Wealth Management, LP 0.71% Add +4.0% 55,777 $7.0M
Premier Path Wealth Partners, LLC 1.32% Add +19.5% 55,731 $7.0M
Mutual Advisors, LLC 0.22% Reduce -1.3% 55,250 $7.0M
Tritonpoint Wealth, LLC 0.73% Add +6.4% 64,748 $6.9M
Advisory Services Network, LLC 0.15% Add +2.2% 54,995 $6.9M
NewEdge Advisors, LLC 0.06% Add +36.5% 54,848 $6.9M
Astor Investment Management LLC 2.73% Add +31.1% 54,664 $6.9M
Axxcess Wealth Management, LLC 0.20% Reduce -19.4% 54,643 $6.9M
Merit Financial Group, LLC 0.16% Add +25.4% 55,026 $6.8M
GDS Wealth Management 0.79% Add +10.7% 53,257 $6.7M
Pallas Capital Advisors LLC 0.28% Add +5.5% 53,255 $6.7M
Burns J W & Co. Inc. 0.93% Add +0.8% 52,997 $6.7M
Sage Rhino Capital LLC 1.57% Reduce -1.9% 52,871 $6.7M
J. Goldman & Co LP 0.30% Add +81.3% 52,487 $6.6M
Provident Co of the Employees of the Hebrew University LTD 6.98% — 52,227 $6.6M
Trust Co. of Oklahoma 2.25% Add +10.0% 50,336 $6.3M
Insight Wealth Strategies, LLC 0.93% New 50,187 $6.3M
Orange Investment Advisors, Inc. 0.76% Reduce -1.5% 50,051 $6.3M
Bank Hapoalim BM 0.84% Add +6.6% 49,422 $6.2M
Wealth Enhancement Advisory Services, LLC 0.02% Add +8.7% 48,686 $6.1M
Cornerstone Advisors, LLC 0.25% New 48,100 $6.1M
Great Lakes Advisors, LLC 0.05% Reduce -1.7% 47,999 $6.0M
Platt Investment Counsel, LLC 5.67% Add +69.4% 47,264 $6.0M
Advisor OS, LLC 0.68% Add +20.7% 46,876 $5.9M
Long Run Wealth Advisors, LLC 1.55% Add +4.9% 46,810 $5.9M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.97% Reduce -2.0% 46,732 $5.9M
Steward Partners Investment Solutions, LLC 0.99% New 46,501 $5.9M
Alerus Financial NA 0.44% Reduce -35.6% 46,441 $5.8M
Accurate Wealth Management, LLC 1.69% New 48,056 $5.8M
AlphaMark Advisors, LLC 2.04% Reduce -0.2% 45,957 $5.8M
Prudential Financial Inc. 0.01% Add +60.6% 45,561 $5.7M
CoreCap Advisors, LLC 0.30% Add +46.2% 45,311 $5.7M
TD Waterhouse Canada Inc. 0.04% Reduce -17.2% 43,828 $5.7M
Snowden Capital Advisors LLC 0.18% Add +33.1% 44,862 $5.7M
Sykon Capital LLC 2.03% Add +16.2% 44,665 $5.6M
Vectors Research Management, LLC 1.58% Add +74.1% 44,395 $5.6M
Steward Partners Investment Advisory, LLC 0.06% Reduce -1.9% 44,309 $5.6M
Oppenheimer Asset Management Inc. 0.08% Reduce -52.0% 44,000 $5.5M
Simmons Bank 0.41% Add +1.5% 43,801 $5.5M
Wealthcare Advisory Partners LLC 0.18% Add +221.4% 43,783 $5.5M
Courier Capital LLC 0.40% Add +8.1% 43,780 $5.5M
Atria Wealth Solutions, Inc. 0.06% Add +18.4% 43,289 $5.5M
Sabal Trust CO 0.31% Reduce -0.6% 42,357 $5.3M
Trilogy Capital Inc. 0.30% Reduce -39.4% 41,900 $5.3M
Gladstone Institutional Advisory LLC 0.29% Add +9.5% 41,819 $5.3M
Baird Financial Group, Inc. 0.01% Add +1.1% 41,339 $5.2M
Innova Wealth Partners 4.01% Reduce -2.7% 41,190 $5.2M
Waverly Advisors, LLC 0.12% Add +1600.3% 41,079 $5.2M
Arrow Investment Advisors, LLC 4.41% Reduce -11.1% 41,002 $5.2M
Institute for Wealth Management, LLC. 0.67% Add +1.5% 40,951 $5.2M
Innealta Capital, LLC 2.16% Reduce -0.1% 40,634 $5.1M
Winthrop Capital Management, LLC 2.34% Reduce -0.1% 40,393 $5.1M
J.W. Cole Advisors, Inc. 0.26% Add +13.5% 40,407 $5.1M
Spreng Capital Management, Inc. 2.68% Reduce -3.7% 39,535 $5.0M
Pinnacle Associates Ltd. 0.08% Reduce -0.6% 38,786 $4.9M
Financial Counselors Inc. 0.08% Reduce -2.4% 38,615 $4.9M
Camelot Technology Advisors, Inc. 4.49% Add +1.4% 38,489 $4.8M
Ferguson Wellman Capital Management, Inc. 0.10% Reduce -1.6% 38,168 $4.8M
Kennicott Capital Management LLC 2.12% Add +4.9% 37,975 $4.8M
CMH Wealth Management LLC 1.21% Reduce -7.7% 37,872 $4.8M
Canton Hathaway, LLC 1.26% No change 37,377 $4.7M
B&D White Capital Company, LLC 1.04% Add +5.6% 37,266 $4.7M
Two Sigma Securities, LLC 0.23% Add +225.5% 36,999 $4.7M
Choate Investment Advisors 0.13% Add +9.7% 36,988 $4.7M
Black Swift Group, LLC 1.19% Add +1296.4% 36,949 $4.7M
Cumberland Advisors Inc. 1.72% Add +3.4% 36,720 $4.6M
Rise Advisors, LLC 2.45% Add +2.5% 36,564 $4.6M
Elevation Point Wealth Partners, LLC 0.35% Add +4.0% 36,440 $4.6M
Simplicity Wealth,LLC 0.11% New 36,245 $4.6M
Shira Ridge Wealth Management 2.59% Add +31.4% 35,982 $4.5M
Pacific Wealth Management 2.58% No change 39,702 $4.5M
Private Wealth Advisors, LLC 1.89% Reduce -12.2% 35,803 $4.5M
EP Wealth Advisors, LLC 0.05% Reduce -3.1% 35,647 $4.5M
StoneX Group Inc. 0.40% Add +5.7% 35,640 $4.5M
Global Retirement Partners, LLC 0.17% Add +3.1% 35,521 $4.5M
Sage Capital Advisors,llc 1.29% Add +1.0% 35,422 $4.5M
Vivid Wealth Management, LLC 2.76% Add +0.3% 35,045 $4.4M
NorthCrest Asset Manangement, LLC 0.15% Reduce -2.2% 34,783 $4.4M
One Wealth Map LLC 2.88% Reduce -12.8% 35,903 $4.4M
Northstar Advisory Group, LLC 2.59% Add +38.7% 34,096 $4.3M
First Trust Investment Solutions L.P. 0.76% Add +3.4% 33,988 $4.3M
Clarity Financial LLC 0.66% Reduce -0.7% 33,957 $4.3M
Algorithmic Investment Models, LLC 3.14% Reduce -13.5% 33,917 $4.3M
Sigma Planning Corp 0.13% Add +95.0% 33,901 $4.3M
Sandbox Financial Partners, LLC 1.79% Add +5.8% 33,846 $4.3M
InterOcean Capital Group, LLC 0.10% Add +0.8% 33,574 $4.2M
High Note Wealth, LLC 1.37% Add +37.5% 33,451 $4.2M
IFG Advisory, LLC 0.31% Reduce -10.2% 33,125 $4.2M
M&T Bank Corp 0.01% Add +1.9% 32,506 $4.1M
Providence First Trust Co 1.77% Reduce -2.9% 32,474 $4.1M
Measured Wealth Private Client Group, LLC 1.42% Add +1340.7% 32,359 $4.1M
Capital Advisors, Ltd. LLC 0.53% Reduce -0.1% 32,208 $4.1M
Essex LLC 0.93% Add +7.3% 31,943 $4.0M
Mechanics Bank Trust Department 0.59% Reduce -8.3% 31,895 $4.0M
Sentinel Trust Co. Lba 0.52% No change 31,775 $4.0M
Trust Co 0.52% Add +1.8% 31,596 $4.0M
Leuthold Group, LLC 0.45% Reduce -9.3% 31,587 $4.0M
Main Management LLC 0.34% Reduce -90.0% 31,347 $3.9M
TCV Trust & Wealth Management, Inc. 0.38% Reduce -1.9% 31,072 $3.9M
Keebeck Wealth Management 0.57% Reduce -1.3% 30,906 $3.9M
Leicht Financial Planning & Wealth Management, Inc. 2.10% Reduce -8.6% 30,367 $3.8M
Blair William & Co. 0.01% Reduce -2.0% 30,094 $3.8M
Concourse Financial Group Securities, Inc. 0.24% Add +39.1% 30,074 $3.8M
Wellspring Financial Advisors, LLC 0.60% Reduce -7.2% 30,027 $3.8M
Intrepid Financial Planning Group LLC 1.63% Reduce -0.1% 29,984 $3.8M
Centaurus Financial, Inc. 0.26% Add +161.1% 29,972 $3.8M
Virtue Capital Management, LLC 0.67% New 30,400 $3.7M
Scotia Capital Inc. 0.02% Add +51.4% 29,660 $3.7M
Wela Strategies, Inc. 1.76% New 29,626 $3.7M
Western Wealth Management, LLC 0.29% Reduce -16.2% 29,414 $3.7M
AMG National Trust Bank 0.11% No change 29,406 $3.7M
Financial Enhancement Group LLC 0.60% Add +1.0% 29,523 $3.6M
Kestra Advisory Services, LLC 0.02% Reduce -7.7% 28,806 $3.6M
Ameritas Advisory Services, LLC 0.15% Add +164.7% 29,030 $3.6M
Founders Financial Securities LLC 0.38% Add +15.0% 28,541 $3.6M
Granite Harbor Advisors, Inc. 2.44% Add +0.5% 28,368 $3.6M
Anfield Capital Management, LLC 1.72% Reduce -19.6% 28,259 $3.6M
Colton Groome Financial Advisors, LLC 1.43% Add +3.2% 28,199 $3.6M
Intrua Financial, LLC 0.55% Add +686.4% 27,900 $3.5M
Sowell Financial Services LLC 0.17% Reduce -16.5% 27,835 $3.5M
Concurrent Investment Advisors, LLC 0.14% Add +23.5% 26,950 $3.4M
Independent Financial Group, LLC 0.15% Add +16.6% 26,641 $3.4M
Horizon Investments, LLC 0.09% Add +17.3% 26,395 $3.3M
Magnus Financial Group LLC 0.40% Add +30.3% 26,345 $3.3M
Man Group plc 0.01% Reduce -87.8% 26,300 $3.3M
Elevated Capital Advisors, LLC 0.92% Add +33.8% 25,498 $3.2M
Benjamin F. Edwards & Company, Inc. 0.06% Reduce -71.3% 25,413 $3.2M
IPG Investment Advisors LLC 0.70% Add +0.5% 25,298 $3.2M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.33% Reduce -5.2% 25,845 $3.2M
Bfsg, LLC 0.42% Add +6.0% 24,977 $3.1M
First Horizon Advisors, Inc. 0.10% Reduce -0.5% 24,967 $3.1M
Certified Advisory Corp 0.43% Add +2.1% 24,551 $3.1M
Stratos Wealth Advisors, LLC 0.18% Add +17.8% 24,352 $3.1M
First Merchants Corp. 0.23% Reduce -4.8% 24,347 $3.1M
Venturi Wealth Management, LLC 0.20% Add +10.5% 24,200 $3.0M
BigSur Wealth Management LLC 0.95% Add +70.5% 24,180 $3.0M
United Asset Strategies, Inc. 0.30% Reduce -15.3% 24,096 $3.0M
Covalis Capital LLP 0.37% Reduce -57.9% 23,932 $3.0M
TRUE Private Wealth Advisors 0.34% Add +0.3% 23,852 $3.0M
Dorsey Wright & Associates 0.78% Reduce -13.3% 23,733 $3.0M
Nwam LLC 0.24% Add +24.8% 23,998 $3.0M
Centiva Capital, LP 0.18% Add +446.6% 23,639 $3.0M
Walleye Capital LLC 0.04% New 23,628 $3.0M
Flagship Harbor Advisors, LLC 0.19% Reduce -9.7% 23,585 $3.0M
Grassi Investment Management 0.27% Reduce -0.6% 23,419 $3.0M
Level Four Advisory Services, LLC 0.16% No change 25,790 $2.9M
Allred Capital Management, LLC 1.14% Reduce -9.8% 23,212 $2.9M
Credit Suisse AG/ 0.00% Reduce -84.6% 23,207 $2.9M
Stockman Wealth Management, Inc. 0.51% Add +7.1% 23,132 $2.9M
Fifth Third Securities, Inc. 0.28% Add +4.3% 23,036 $2.9M
FIL Ltd 0.00% Reduce -10.9% 22,444 $2.8M
Realta Investment Advisors 0.58% Add +43.9% 22,284 $2.8M
Belpointe Asset Management LLC 0.21% Add +4.1% 22,230 $2.8M
Cooksen Wealth, LLC 2.90% Add +7.5% 22,118 $2.8M
Glenmede Trust Co. NA 0.01% Add +11.2% 22,035 $2.8M
KKM Financial LLC 1.35% Add +414.7% 21,961 $2.8M
WealthBridge Capital Management, LLC 0.93% Add +0.9% 21,819 $2.7M
Patten & Patten Inc. 0.19% Add +12.1% 21,680 $2.7M
Farmers & Merchants Trust Co of Chambersburg PA 1.11% Reduce -4.5% 21,575 $2.7M
MontVue Capital Management, Inc. 2.39% Add +0.3% 21,463 $2.7M
Freedom Investment Management, Inc. 0.21% Add +17.8% 21,299 $2.7M
Stratos Wealth Partners, LTD. 0.04% Reduce -10.3% 21,287 $2.7M
Butensky & Cohen Financial Security, Inc. 0.83% Reduce -3.0% 21,088 $2.7M
Strategic Financial Partners, Ltd. 1.47% Reduce -4.2% 21,016 $2.6M
Huntington National Bank 0.03% Add +3.8% 20,956 $2.6M
Money Concepts Capital Corp. 0.24% Add +10.7% 20,862 $2.6M
Nilsine Partners, LLC 0.36% No change 20,665 $2.6M
Clarus Wealth Advisors 1.47% Reduce -0.8% 20,965 $2.6M
Integrated Advisors Network LLC 0.13% Add +8.4% 20,531 $2.6M
Flaharty Asset Management, LLC 0.38% Reduce -6.4% 20,412 $2.6M
Associated Banc-Corp 0.08% Add +2.6% 20,262 $2.6M
Evercore Wealth Management, LLC 0.04% Add +9.4% 20,172 $2.5M
Zullo Investment Group, Inc. 1.19% Add +1.9% 20,129 $2.5M
Amarillo National Bank 0.47% No change 19,814 $2.5M
Keybank National Association 0.01% Add +0.1% 19,638 $2.5M
First Financial Bank - Trust Division 0.24% Add +4.9% 19,631 $2.5M
Quantinno Capital Management LP 0.05% Add +428.1% 19,377 $2.4M
Howard Capital Management Group, LLC 0.19% Reduce -8.2% 19,333 $2.4M
Finivi Inc. 2.20% Add +19.7% 19,272 $2.4M
United Capital Financial Advisors, LLC 0.02% Reduce -31.4% 19,213 $2.4M
Chesapeake Wealth Management 0.88% Add +3.5% 19,135 $2.4M
Darwin Wealth Management, LLC 0.66% Reduce -9.7% 18,905 $2.4M
Great Valley Advisor Group, Inc. 0.07% Reduce -2.2% 18,851 $2.4M
Bank of New York Mellon Corp 0.00% Add +5.9% 18,751 $2.4M
Dorsey & Whitney Trust CO LLC 0.16% Add +58.6% 18,734 $2.4M
West Financial Advisors, LLC 0.50% New 18,647 $2.3M
Guerra Pan Advisors, LLC 2.16% Add +6.4% 18,529 $2.3M
Rehmann Capital Advisory Group 0.17% Add +10.8% 18,372 $2.3M
Analyst IMS Investment Management Services Ltd. 0.10% No change 18,200 $2.3M
Orion Porfolio Solutions, LLC 0.02% Add +15.8% 18,109 $2.3M
Orion Portfolio Solutions, LLC 0.02% Add +15.8% 18,109 $2.3M
Financial Advocates Investment Management 0.13% Reduce -30.9% 20,484 $2.3M
CreativeOne Wealth, LLC 0.09% Add +139.0% 17,904 $2.3M
Webster Bank, N. A. 0.25% Add +4.3% 17,817 $2.2M
Treynor Bancshares, Inc. 1.30% Reduce -18.4% 17,774 $2.2M
Apexium Financial, LP 0.17% Add +8.5% 17,617 $2.2M
DAVENPORT & Co LLC 0.01% Add +19.9% 17,475 $2.2M
Summit Financial Group, Inc. 0.78% Add +22.9% 17,458 $2.2M
Avior Wealth Management, LLC 0.10% Add +2275.7% 17,414 $2.2M
Absolute Capital Management, LLC 1.40% Reduce -49.4% 17,358 $2.2M
Massachusetts Wealth Management 1.54% Add +32.1% 17,316 $2.2M
Cornerstone Advisory, LLC 0.31% Add +2.7% 17,293 $2.2M
Locust Wood Capital Advisers, LLC 0.09% New 17,250 $2.2M
Novare Capital Management LLC 0.20% Add +742.1% 17,222 $2.2M
Jacobi Capital Management LLC 0.20% Add +20.9% 17,094 $2.2M
Wedbush Securities Inc. 0.08% Reduce -10.5% 16,947 $2.1M
First National Bank of Hutchinson 1.41% No change 16,812 $2.1M
Crescent Grove Advisors, LLC 0.22% Reduce -72.7% 16,736 $2.1M
Cornerstone Wealth Management, LLC 0.17% Reduce -2.1% 16,695 $2.1M
St. Johns Investment Management Company, LLC 0.99% Reduce -12.9% 16,326 $2.1M
City Center Advisors, LLC 2.42% — 16,287 $2.1M
Bedell Frazier Investment Counselling, LLC 0.51% Reduce -2.9% 16,051 $2.0M
Boltwood Capital Management 0.62% Reduce -0.5% 16,003 $2.0M
Alpha Cubed Investments, LLC 0.10% Reduce -33.8% 15,792 $2.0M
Perennial Investment Advisors, LLC 0.30% Reduce -0.1% 15,709 $2.0M
Brown, Lisle/Cummings, Inc. 0.67% Add +0.8% 15,651 $2.0M
Proffitt & Goodson Inc. 0.35% Reduce -1.0% 15,469 $1.9M
Provida Pension Fund Administrator 0.05% Reduce -45.4% 15,442 $1.9M
Fiduciary Group, LLC 0.21% Add +7.0% 15,235 $1.9M
Allworth Financial LP 0.01% Add +395.2% 15,103 $1.9M
OneDigital Investment Advisors LLC 0.03% Reduce -1.9% 15,094 $1.9M
Birchcreek Wealth Management, LLC 0.99% Add +0.6% 15,027 $1.9M
Cypress Asset Management Inc. 0.51% Reduce -4.5% 13,773 $1.9M
Commerce Bank 0.01% Add +2.6% 14,779 $1.9M
Deltec Asset Management LLC 0.37% No change 14,750 $1.9M
Objective Capital Management, LLC 1.25% Add +7.1% 14,669 $1.8M
Tiaa Trust, National Association 0.01% Reduce -7.6% 14,655 $1.8M
HSBC Holdings PLC 0.00% Add +12.6% 14,250 $1.8M
SMART Wealth LLC 0.80% New 14,163 $1.8M
1832 Asset Management L.P. 0.00% Reduce -94.8% 14,135 $1.8M
WJ Wealth Management, LLC 0.71% Reduce -49.1% 14,130 $1.8M
KADENSA CAPITAL Ltd 0.48% New 14,115 $1.8M
First Business Financial Services, Inc. 0.19% No change 14,013 $1.8M
Hoylecohen, LLC 0.13% Reduce -1.5% 13,980 $1.8M
Prime Capital Investment Advisors, LLC 0.02% Reduce -88.1% 13,892 $1.7M
Lincoln National Corp. 0.03% Add +20.0% 13,847 $1.7M
United Bank 0.88% Add +11.6% 13,768 $1.7M
Prospera Financial Services Inc 0.05% Reduce -14.7% 13,688 $1.7M
HB Wealth Management, LLC 0.02% Add +11.7% 13,669 $1.7M
Donald L. Hagan, LLC 0.91% Add +5.9% 13,654 $1.7M
Caprock Group, LLC 0.10% No change 13,471 $1.7M
SOL Capital Management CO 0.21% Reduce -5.0% 13,395 $1.7M
RiverGlades Family Offices LLC 1.34% Reduce -5.3% 13,367 $1.7M
Windsor Capital Management, LLC 0.52% Add +0.1% 13,300 $1.7M
Perigon Wealth Management, LLC 0.05% Add +6.3% 13,248 $1.7M
Richard W. Paul & Associates, LLC 0.66% Reduce -1.0% 13,126 $1.7M
Csenge Advisory Group 0.09% New 13,104 $1.7M
Northeast Financial Consultants Inc 0.08% Reduce -1.1% 13,041 $1.6M
Cary Street Partners Investment Advisory LLC 0.07% Add +77.9% 13,011 $1.6M
Colony Family Offices, LLC 0.52% No change 12,842 $1.6M
Point72 (DIFC) Ltd 0.12% — 12,778 $1.6M
Private Advisory Group LLC 0.23% Reduce -46.0% 12,733 $1.6M
Menora Mivtachim Holdings LTD. 0.01% Add +76.4% 12,700 $1.6M
Modera Wealth Management, LLC 0.02% Reduce -2.5% 12,523 $1.6M
Federation des caisses Desjardins du Quebec 0.01% Reduce -8.5% 12,563 $1.6M
D L Carlson Investment Group Inc. 0.30% Add +6.6% 12,333 $1.6M
Bank of Marin 1.37% Reduce -1.0% 12,318 $1.6M
Regions Financial Corp. 0.01% Reduce -5.5% 12,282 $1.5M
Cabana LLC 6.56% Reduce -26.3% 12,225 $1.5M
Independent Order of Foresters 0.97% Reduce -8.3% 12,096 $1.5M
Parsons Capital Management Inc. 0.10% Add +17.6% 12,012 $1.5M
Brandywine Oak Private Wealth LLC 0.16% No change 12,003 $1.5M
Glen Eagle Advisors, LLC 0.28% Reduce -0.1% 11,883 $1.5M
Dynamic Advisor Solutions LLC 0.05% Reduce -24.8% 11,807 $1.5M
Claro Advisors Inc. 0.26% Add +46.0% 11,669 $1.5M
Cresta Advisors, Ltd. 0.92% Add +3.1% 11,576 $1.5M
Successful Portfolios LLC 0.99% Reduce -1.1% 11,551 $1.5M
Marion Wealth Management 0.43% Add +0.1% 11,533 $1.5M
Wesbanco Bank Inc. 0.05% New 11,526 $1.5M
Columbus Macro, LLC 0.55% New 11,511 $1.4M
CMG Global Holdings, LLC 0.99% No change 11,490 $1.4M
Beaumont Financial Advisors, LLC 0.12% Reduce -0.8% 11,486 $1.4M
Laurel Wealth Advisors LLC 0.25% Add +6.5% 11,461 $1.4M
RPg Family Wealth Advisory, LLC 0.46% Reduce -3.0% 11,432 $1.4M
Transamerica Financial Advisors, LLC 0.15% Reduce -5.7% 11,332 $1.4M
Worth Asset Management, LLC 0.86% Add +6.2% 11,149 $1.4M
Signet Financial Management, LLC 0.19% Add +1.4% 11,143 $1.4M
Exchange Capital Management, Inc. 0.23% Reduce -2.1% 11,077 $1.4M
Transcend Capital Advisors, LLC 0.11% Add +9.9% 11,058 $1.4M
Abbot Financial Management, Inc. 0.76% Reduce -0.3% 10,973 $1.4M
Rockport Wealth LLC 0.92% — 10,994 $1.4M
Avitas Wealth Management LLC 0.21% Reduce -1.9% 10,929 $1.4M
Harbour Investments, Inc. 0.05% Reduce -13.5% 10,911 $1.4M
CIBC Private Wealth Group LLC 0.00% Add +16.4% 10,987 $1.4M
McGuire Investment Group, LLC 0.20% Add +5.2% 10,847 $1.4M
Gallagher Fiduciary Advisors, LLC 0.05% Reduce -6.0% 10,815 $1.4M
Capital Wealth Planning, LLC 0.01% New 10,736 $1.4M
Advisor Resource Council 0.57% Reduce -82.1% 11,860 $1.4M
Jane Street Group, LLC 0.00% Add +196.8% 10,716 $1.3M
Financial Sense Advisors, Inc. 0.48% Add +31.4% 10,670 $1.3M
D.A. Davidson & Co. 0.01% Reduce -63.0% 10,512 $1.3M
Focus Partners Wealth 0.01% Add +46.3% 10,469 $1.3M
LongView Wealth Management 0.52% Add +0.8% 10,459 $1.3M
Rovin Capital /Ut/ 0.54% Add +6.4% 10,367 $1.3M
Imprint Wealth LLC 0.31% Add +460.7% 10,378 $1.3M
Okabena Investment Services Inc. 0.43% No change 10,268 $1.3M
TrinityPoint Wealth, LLC 0.21% Reduce -0.5% 10,223 $1.3M
Laidlaw Wealth Management LLC 0.72% Reduce -11.5% 10,207 $1.3M
Family Asset Management, LLC 0.80% Add +49.0% 10,197 $1.3M
Per Stirling Capital Management, LLC. 0.21% Add +4.3% 10,109 $1.3M
NBT Bank, N.A. 0.09% Reduce -0.8% 10,024 $1.3M
Redwood Financial Network Corp 1.10% Reduce -0.3% 10,002 $1.3M
Sandy Spring Bank 0.06% No change 9,998 $1.3M
Kestra Private Wealth Services, LLC 0.03% Add +53.1% 9,985 $1.3M
Greenwood Capital Associates LLC 0.17% Reduce -4.9% 9,894 $1.2M
Rockland Trust Co. 0.07% Reduce -22.4% 9,801 $1.2M
Quattro Financial Advisors LLC 0.35% Add +8476.3% 9,777 $1.2M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 1.95% No change 9,745 $1.2M
Soltis Investment Advisors LLC 0.14% Reduce -31.6% 9,715 $1.2M
ARS Investment Partners, LLC 0.12% Reduce -2.1% 9,666 $1.2M
Foster Dykema Cabot & Partners, LLC 0.11% Reduce -95.3% 9,605 $1.2M
Bray Capital Advisors 0.31% Reduce -1.4% 9,561 $1.2M
Balyasny Asset Management L.P. 0.00% New 9,558 $1.2M
Magnolia Capital Management Ltd. 1.01% No change 9,440 $1.2M
Bryn Mawr Trust Advisors, LLC 0.07% No change 9,437 $1.2M
Fortis Group Advisors, LLC 0.22% Add +6137.3% 9,356 $1.2M
Owen LaRue, LLC 0.73% New 9,200 $1.2M
Principle Wealth Partners LLC 0.09% Reduce -8.0% 9,200 $1.2M
Gilliland Jeter Wealth Management LLC 0.40% Add +0.0% 9,176 $1.2M
Crestwood Advisors Group, LLC 0.03% Reduce -2.5% 9,088 $1.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -67.6% 9,054 $1.1M
Hilltop Holdings Inc. 0.13% Reduce -45.1% 9,030 $1.1M
First Bancorp, Inc 0.86% No change 9,011 $1.1M
Mma Asset Management LLC 0.53% Add +2.7% 9,106 $1.1M
Valeo Financial Advisors, LLC 0.04% Add +13.8% 9,231 $1.1M
Pine Valley Investments Ltd Liability Co 0.09% Add +20.3% 8,926 $1.1M
HBW Advisory Services LLC 0.21% No change 9,774 $1.1M
Hartline Investment Corp./ 0.20% New 8,831 $1.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.20% Reduce -5.0% 8,831 $1.1M
Plimoth Trust Co. LLC 0.30% Add +0.3% 8,793 $1.1M
Tsfg, LLC 0.28% Reduce -22.0% 8,745 $1.1M
Joseph P. Lucia & Associates, LLC 0.59% Add +9.4% 8,683 $1.1M
Horizon Financial Services, LLC 0.70% Add +16.1% 8,661 $1.1M
O'shaughnessy Asset Management, LLC 0.01% Add +0.5% 8,650 $1.1M
Parallel Advisors, LLC 0.03% Add +26.1% 8,639 $1.1M
Mgo One Seven LLC 0.06% Reduce -3.8% 8,629 $1.1M
Landaas & Co. /Wi 0.35% No change 8,540 $1.1M
Old Mission Capital LLC 0.03% New 8,498 $1.1M
Madden Advisory Services, Inc. 0.56% Reduce -1.7% 8,409 $1.1M
Moors & Cabot, Inc. 0.06% Reduce -3.5% 8,228 $1.0M
Fagan Associates, Inc. 0.19% Reduce -3.6% 8,104 $1.0M
Evanson Asset Management, LLC 0.08% No change 8,053 $1.0M
Wealthfront Advisers LLC 0.00% Add +12.6% 8,042 $1.0M
Cornerstone National Bank & Trust Co 0.51% Reduce -13.3% 8,039 $1.0M
Northwestern Mutual Wealth Management Co. 0.00% Add +5.5% 8,038 $1.0M
Thomasville National Bank 0.08% Add +2.6% 8,011 $1.0M
Yelin Lapidot Holdings Management Ltd. 0.21% No change 8,000 $1.0M
Principal Securities, Inc. 0.03% Reduce -64.5% 7,990 $1.0M
Encompass More Asset Management 0.83% Reduce -42.8% 7,986 $1.0M
Alaska Permanent Fund Corp 0.01% No change 7,985 $1.0M
Bradley Foster & Sargent Inc. 0.02% No change 7,974 $1.0M
Whittier Trust Co. 0.01% Add +6.6% 7,949 $1.0M
Focus Financial Network, Inc. 0.05% — 8,261 $997K
Olistico Wealth, LLC 0.72% Add +0.5% 7,892 $994K
Tocqueville Asset Management L.P. 0.02% No change 7,890 $994K
Roberts Wealth Advisors, LLC 0.37% New 8,080 $986K
Capital Investment Counsel, Inc 0.17% Reduce -5.2% 7,790 $981K
Richardson Financial Services Inc. 0.68% New 7,654 $964K
Exencial Wealth Advisors, LLC 0.04% Add +0.3% 7,626 $961K
Wintrust Investments LLC 0.08% Add +3.3% 7,610 $959K
Glass Jacobson Investment Advisors llc 0.36% Add +6.0% 7,604 $958K
Blue Chip Partners, LLC 0.09% Reduce -24.4% 7,585 $955K
Brookstone Capital Management 0.02% Add +49.2% 7,458 $939K
GeoWealth Management, LLC 0.04% Reduce -91.2% 7,421 $935K
Arrow Financial Corp 0.09% No change 7,415 $934K
Regal Investment Advisors LLC 0.06% Add +118.7% 7,377 $929K
Verus Capital Partners, LLC 0.10% Reduce -28.0% 7,274 $916K
Smith Salley Wealth Management 0.07% Reduce -0.6% 7,253 $914K
Susquehanna International Group Ltd. 0.22% New 7,226 $910K
Financial Insights, Inc. 0.26% No change 7,151 $901K
Houlihan Financial Resource Group, Ltd. 0.40% Add +0.0% 7,135 $899K
Private Trust Co. NA 0.10% Add +24.5% 7,131 $898K
World Equity Group, Inc. 0.18% Reduce -2.1% 7,114 $896K
Beacon Pointe Advisors, LLC 0.01% Add +25.2% 7,045 $887K
Optiver Holding B.V. 0.04% New 7,015 $884K
LVZ, Inc. 0.12% New 7,012 $883K
Diligent Investors, LLC 0.22% No change 6,894 $868K
Deutsche Bank AG 0.00% Add +19.0% 6,866 $865K
CENTRAL TRUST Co 0.02% Reduce -9.5% 6,840 $862K
Ciovacco Capital Management LLC 0.58% Reduce -1.1% 6,802 $857K
Stevens Capital Management LP 0.17% Add +195.7% 6,800 $857K
Financial Engines Advisors L.L.C. 0.00% Reduce -3.5% 6,769 $853K
Aspen Investment Management Inc 0.43% Add +35.5% 6,762 $852K
Whitaker-Myers Wealth Managers, LTD. 0.36% New 6,745 $850K
D.B. Root & Company, LLC 0.29% Reduce -1.9% 6,740 $849K
Cape Ann Savings Bank 0.53% Add +3.3% 6,718 $846K
Kessler Investment Group, LLC 0.52% Add +62.2% 6,665 $840K
Contravisory Investment Management, Inc. 0.18% Add +86.9% 6,569 $827K
Neuberger Berman Group LLC 0.00% Reduce -3.5% 6,560 $826K
Lynch & Associates 0.19% No change 6,550 $825K
Icon Wealth Advisors, LLC 0.08% Add +0.2% 6,533 $823K
Kanawha Capital Management LLC 0.07% Reduce -0.1% 6,496 $818K
Waterway Wealth Management, LLC 0.36% Add +12.0% 6,469 $815K
Sapient Capital LLC 0.02% Reduce -3.4% 6,449 $812K
Burford Brothers, Inc. 0.52% Reduce -3.0% 6,335 $798K
Apollon Financial, LLC 0.27% No change 6,272 $790K
Chartist Inc. 0.41% Reduce -1.4% 6,270 $790K
Aveo Capital Partners, LLC 0.09% Add +1.8% 6,415 $788K
EPG Wealth Management LLC 0.19% Add +5.5% 6,245 $787K
Retirement Planning Group, LLC 0.06% Add +5.0% 6,220 $783K
Apollon Wealth Management, LLC 0.02% Reduce -63.1% 6,188 $779K
Zega Financial, LLC 0.34% New 6,174 $778K
OneAscent Wealth Management LLC 0.30% Add +67.9% 6,151 $775K
Kovack Advisors, Inc. 0.09% Reduce -0.7% 6,151 $775K
SpiderRock Advisors, LLC 0.03% — 6,326 $771K
Activest Wealth Management 0.37% Add +92.6% 6,118 $771K
Personal Cfo Solutions, LLC 0.12% Reduce -20.6% 6,066 $764K
SeaCrest Wealth Management, LLC 0.09% Reduce -9.2% 5,997 $755K
VestGen Investment Management 0.23% Reduce -5.2% 5,982 $753K
Van Cleef Asset Management,Inc 0.10% No change 5,975 $753K
Gold Investment Management Ltd. 0.30% Add +2.7% 5,953 $750K
Montag A & Associates Inc. 0.04% Reduce -19.1% 5,947 $749K
Florida Financial Advisors, LLC 0.55% Add +35.5% 5,915 $745K
MV Capital Management, Inc. 0.09% Reduce -3.0% 5,914 $745K
James Investment Research, Inc. 0.09% No change 5,825 $734K
Pettyjohn, Wood & White, Inc. 0.15% Add +4.3% 5,822 $733K
Nations Financial Group Inc, /Ia/ 0.06% Reduce -14.9% 5,821 $733K
Neville Rodie & Shaw Inc. 0.06% Add +18.4% 5,800 $731K
E&G Advisors, LLC 0.23% Add +23.6% 5,795 $730K
Raymond James Trust N.A. 0.02% Add +14.5% 5,782 $728K
Addison Advisors LLC 0.25% Reduce -0.5% 5,740 $723K
Global Financial Private Client, LLC 0.31% No change 5,776 $722K
Patton Albertson Miller Group, LLC 0.11% No change 5,727 $721K
Constitution Capital LLC 0.41% Add +1.8% 5,721 $721K
Lindbrook Capital, LLC 0.07% No change 5,710 $719K
CX Institutional 0.03% Reduce -32.3% 5,704 $718K
Vaughan David Investments LLC 0.02% No change 5,702 $718K
OneAscent Financial Services LLC 0.08% Reduce -12.2% 5,694 $717K
Journey Advisory Group, LLC 0.09% Reduce -3.3% 5,691 $717K
Capital Insight Partners, LLC 0.13% Add +11.5% 5,685 $716K
Condor Capital Management 0.07% Reduce -5.2% 5,664 $713K
QRG Capital Management, Inc. 0.01% Add +6.4% 5,649 $712K
Investment Partners, LTD. 0.32% No change 5,610 $707K
Good Life Advisors, LLC 0.06% Add +10.3% 5,600 $705K
Brown Advisory Inc. 0.00% Reduce -13.1% 5,600 $705K
Rothschild Wealth LLC 0.25% — 5,585 $703K
ELCO Management Co., LLC 0.43% Add +86.0% 5,580 $703K
Financial & Tax Architects, LLC 0.19% Reduce -8.4% 5,560 $700K
Collaborative Wealth Managment Inc. 0.35% Reduce -4.9% 5,535 $697K
NWF Advisory Services Inc. 0.12% Add +75.0% 5,477 $690K
Worth Financial Advisory Group, LLC 0.48% Reduce -2.5% 5,450 $686K
GPS Wealth Strategies Group, LLC 0.11% Reduce -19.6% 5,391 $679K
Arlington Trust Co LLC 0.17% Reduce -1.3% 5,359 $675K
Providence Capital Advisors, LLC 0.15% Add +1.7% 5,328 $671K
IFP Advisors, Inc 0.03% Reduce -88.1% 5,326 $671K
Lunt Capital Management, Inc. 0.33% Reduce -1.7% 5,304 $668K
Geneos Wealth Management Inc. 0.03% Add +1.6% 5,246 $661K
Rockingstone Advisors LLC 0.34% Reduce -5.8% 5,240 $660K
Empower Advisory Group, LLC 0.00% Add +6.9% 5,238 $660K
Ally Invest Advisors Inc. 0.07% Add +28.9% 5,236 $660K
Capital Investment Counsel, LLC 0.14% Reduce -13.4% 5,233 $659K
MKT Advisors LLC 0.36% No change 5,280 $655K
Stock Yards Bank & Trust Co. 0.02% Add +1.2% 5,200 $655K
Fulcrum Equity Management 0.77% Add +59.1% 5,199 $655K
Signal Advisors Wealth, LLC 0.16% Add +34.8% 5,184 $653K
Prentice Wealth Management LLC 0.23% Reduce -0.8% 5,154 $649K
Wolff Financial Management LLC 0.19% No change 5,156 $649K
Country Club Bank 0.05% Reduce -2.3% 5,147 $648K
Janney Capital Management LLC 0.04% Add +5.7% 5,126 $646K
Dimension Capital Management LLC 0.13% Add +0.4% 5,068 $638K
Pacific Global Investment Management Co. 0.12% Add +3.8% 5,018 $632K
Diversify Advisory Services, LLC 0.04% — 5,049 $631K
Narus Financial Partners, LLC 0.27% Add +3.9% 5,008 $631K
Cornerstone Capital, Inc. 0.06% Reduce -41.8% 4,985 $628K
Composition Wealth, LLC 0.02% Reduce -22.6% 4,974 $627K
Strategic Financial Concepts, LLC 0.15% New 4,919 $620K
Meridian Wealth Advisors, LLC 0.12% No change 4,895 $617K
Johnson Investment Counsel Inc. 0.01% Add +0.7% 4,880 $615K
Riggs Asset Managment Co. Inc. 0.18% Add +0.3% 4,868 $613K
National Bank of Canada 0.00% Add +10.9% 4,878 $613K
Evernest Financial Advisors, LLC 0.29% Add +6.7% 5,087 $613K
Pinnacle Family Advisors, LLC 0.32% Reduce -44.7% 4,831 $609K
Girard Partners LTD. 0.06% Reduce -57.2% 4,827 $608K
Fidelis Capital Partners, LLC 0.09% No change 4,811 $606K
Cape Cod Five Cents Savings Bank 0.06% Reduce -25.8% 4,793 $604K
Kingswood Wealth Advisors, LLC 0.07% Add +27.2% 4,787 $603K
Foguth Wealth Management, LLC. 0.32% — 4,757 $599K
Hillcrest Wealth Advisors - NY, LLC 0.32% No change 4,750 $598K
Vertex Planning Partners, LLC 0.17% No change 4,750 $598K
One Charles Private Wealth Services, LLC 0.26% Add +2.5% 4,730 $596K
Hudson Value Partners, LLC 0.25% Add +9.1% 4,722 $595K
CHICAGO TRUST Co NA 0.12% Reduce -1.2% 4,710 $593K
Security Financial Services, INC. 0.13% Reduce -0.2% 4,628 $583K
IAM Advisory, LLC 0.16% Add +108.8% 4,610 $581K
Belmont Capital, LLC 0.16% No change 4,588 $578K
First Foundation Advisors 0.02% Add +3.9% 4,548 $573K
Stephens Inc. 0.01% Add +1.8% 4,530 $571K
Hexagon Capital Partners LLC 0.13% Reduce -13.1% 4,497 $566K
Solstein Capital, LLC 0.39% Add +2.6% 4,490 $566K
Capital Investment Advisory Services, LLC 0.06% Reduce -0.1% 4,471 $563K
Traction Financial Partners, LLC 0.44% Reduce -6.4% 4,465 $561K
Brown Miller Wealth Management, LLC 0.25% Reduce -50.1% 4,443 $560K
Townsquare Capital LLC 0.01% Add +22.5% 4,439 $559K
Compound Planning, Inc. 0.05% Reduce -12.6% 4,428 $558K
Roman Butler Fullerton & Co. 0.21% Add +3.8% 4,572 $555K
Essex Financial Services, Inc. 0.05% Add +48.1% 4,380 $552K
Insigneo Advisory Services, LLC 0.07% Add +18.6% 4,364 $550K
JB Capital LLC 0.04% Reduce -2.1% 4,357 $549K
Synovus Financial Corp. 0.01% Reduce -3.0% 4,350 $548K
Aptus Capital Advisors, LLC 0.01% Add +258.9% 4,332 $546K
Duncker Streett & Co. Inc. 0.11% No change 4,318 $544K
Aviance Capital Partners, LLC 0.08% Reduce -10.5% 4,291 $540K
Brick & Kyle, Associates 0.24% New 4,242 $530K
Beacon Financial Advisory LLC 0.25% Reduce -14.7% 4,143 $522K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Reduce -11.2% 4,122 $519K
USA Financial Formulas 0.08% Reduce -16.7% 4,106 $517K
WNY Asset Management, LLC 0.08% Reduce -14.7% 4,093 $516K
TD Private Client Wealth LLC 0.02% Reduce -4.3% 4,074 $513K
Private Portfolio Partners LLC 0.11% Add +0.1% 4,055 $511K
WASHINGTON TRUST Co 0.02% Add +8.3% 4,054 $511K
Glassman Wealth Services 0.10% Add +0.6% 4,045 $510K
Ledyard National Bank 0.05% Reduce -10.2% 4,036 $508K
Private Wealth Strategies, L.L.C. 0.11% Reduce -5.7% 4,032 $508K
Herbst Group, LLC 0.31% No change 4,029 $507K
RMR Wealth Builders 0.06% Add +11.4% 4,023 $507K
Mainsail Asset Management, LLC 0.41% No change 4,000 $504K
Watts Gwilliam & Co., LLC 0.16% — 4,021 $503K
Bokf, NA 0.01% Reduce -15.4% 4,012 $501K
Strategic Investment Advisors / MI 0.06% New 3,971 $500K
First National Trust Co 0.02% Reduce -6.7% 3,969 $500K
NorthRock Partners, LLC 0.02% Reduce -13.8% 3,959 $499K
Chemistry Wealth Management LLC 0.13% Add +0.0% 3,950 $498K
Founders Financial Alliance, LLC 0.15% Add +6.7% 3,929 $495K
Channel Wealth LLC 0.20% Reduce -4.3% 3,919 $494K
American Financial Advisors, LLC 0.07% Add +0.2% 3,892 $490K
Donaldson Capital Management, LLC 0.02% Reduce -82.2% 3,851 $485K
Venture Visionary Partners LLC 0.02% Add +0.7% 3,848 $485K
Tyche Wealth Partners LLC 0.12% Add +12.3% 3,814 $480K
Orser Capital Management, LLC 0.45% Reduce -2.6% 3,795 $478K
Jones Financial Companies LLLP 0.00% Add +113.6% 3,791 $478K
Wedmont Private Capital 0.03% Add +0.1% 3,802 $476K
Baker Avenue Asset Management, LP 0.02% Add +8.0% 3,771 $475K
Avestar Capital, LLC 0.05% No change 3,767 $474K
Jackson Hole Capital Partners, LLC 0.11% No change 3,766 $474K
Fiduciary Trust Co 0.01% No change 3,753 $473K
Onyx Bridge Wealth Group LLC 0.08% Reduce -94.9% 3,849 $472K
Circle Wealth Management, LLC 0.01% Reduce -5.4% 3,742 $471K
Jaffetilchin Investment Partners, LLC 0.04% Add +2.6% 3,720 $469K
Pekin Hardy Strauss, Inc. 0.06% Add +39.9% 3,701 $466K
Abbrea Capital, LLC 0.06% Add +3.9% 3,700 $466K
Strategic Blueprint, LLC 0.03% Add +31.1% 3,692 $465K
MMBG Investment Advisors Co. 0.05% No change 3,670 $462K
Relyea Zuckerberg Hanson LLC 0.08% Reduce -37.1% 3,659 $461K
Argent Trust Co 0.02% Add +7.7% 3,651 $460K
Trust Point Inc. 0.04% No change 3,639 $458K
FAS Wealth Partners, Inc. 0.04% Add +2.4% 3,633 $458K
Kellett Wealth Advisors, LLC 0.32% Add +4.9% 3,628 $457K
InTrack Investment Management Inc 0.34% No change 3,594 $453K
Crew Capital Management, Ltd 0.37% New 3,589 $452K
Clare Market Investments LLC 0.14% Add +1.1% 3,585 $452K
Silverlake Wealth Management LLC 0.23% Add +46.0% 3,581 $451K
SteelPeak Wealth, LLC 0.02% Reduce -67.8% 3,574 $450K
Dumont & Blake Investment Advisors LLC 0.13% Reduce -3.5% 3,570 $450K
JNBA Financial Advisors 0.05% No change 3,562 $449K
Chilton Capital Management LLC 0.02% No change 3,553 $448K
Safeguard Financial, LLC 0.15% Reduce -1.1% 3,542 $446K
Berger Financial Group, Inc 0.04% Add +1.6% 3,520 $443K
AdvisorNet Financial, Inc 0.04% No change 3,518 $443K
LFA - Lugano Financial Advisors SA 0.32% Reduce -3.6% 3,500 $441K
German American Bancorp, Inc. 0.05% Reduce -71.6% 3,494 $440K
Cozad Asset Management Inc. 0.05% No change 3,493 $440K
Main Street Financial Solutions, LLC 0.05% Add +46.5% 3,487 $439K
Strategies Wealth Advisors, LLC 0.07% Reduce -0.6% 3,451 $435K
Monetary Management Group Inc. 0.12% Add +6.2% 3,450 $435K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -13.4% 3,431 $432K
Bison Wealth, LLC 0.07% Reduce -2.4% 3,422 $431K
Ingalls & Snyder LLC 0.02% Add +1.5% 3,410 $430K
American Institute for Advanced Investment Management, LLP 0.34% Add +11.4% 3,407 $429K
1834 Investment Advisors Co. 0.05% No change 3,382 $426K
Cassaday & Co Wealth Management LLC 0.01% Reduce -4.3% 3,375 $425K
U.S. Capital Wealth Advisors, LLC 0.02% Add +0.9% 3,358 $423K
LifePro Asset Management 0.28% Add +7.6% 3,341 $421K
Equitable Trust Co. 0.03% Reduce -15.2% 3,322 $418K
Acropolis Investment Management, LLC 0.03% No change 3,301 $416K
Archford Capital Strategies, LLC 0.07% No change 3,297 $415K
Bleakley Financial Group, LLC 0.01% No change 3,296 $415K
WP Advisors, LLC 0.14% Add +0.3% 3,271 $412K
ICA Group Wealth Management, LLC 0.08% Reduce -3.5% 3,258 $410K
Breakwater Capital Group 0.10% No change 3,246 $409K
T. Rowe Price Associates Inc. 0.00% New 3,225 $407K
Legacies Wealth LLC 0.36% No change 3,229 $407K
Strategic Advisors LLC 0.08% Reduce -3.3% 3,221 $406K
Howe & Rusling Inc. 0.04% Add +62.9% 3,215 $405K
Allen Investment Management, LLC 0.01% No change 3,202 $403K
Orleans Capital Management Corp. 0.26% Add +0.5% 3,200 $403K
Empirical Asset Management, LLC 0.19% Add +2.3% 3,200 $403K
Debussy Capital Management LP 0.12% Add +0.3% 3,203 $403K
Terra Nova Asset Management LLC 0.32% Add +60.5% 3,191 $402K
Creegan & Nassoura Financial Group, LLC 0.27% No change 3,175 $400K
BNC Wealth Management, LLC 0.17% Reduce -33.5% 3,165 $399K
PFG Investments, LLC 0.02% New 3,155 $397K
Banque Cantonale Vaudoise 0.02% Reduce -6.7% 3,127 $394K
BLB&B Advisors, LLC 0.02% No change 3,127 $394K
CRA Financial Services, LLC 0.09% Add +1.7% 3,124 $394K
Cypress Capital Group 0.05% Reduce -24.9% 3,117 $393K
Occidental Asset Management, LLC 0.07% Reduce -13.0% 3,108 $392K
WMS Partners, LLC 0.03% No change 3,106 $391K
Wulff, Hansen & Co. 0.39% No change 3,105 $391K
BTG Pactual Global Asset Management Ltd 0.12% New 3,100 $390K
Visionary Wealth Advisors 0.03% Reduce -58.7% 3,096 $390K
Arkadios Wealth Advisors 0.03% Reduce -9.8% 3,080 $388K
Ranch Capital Advisors Inc. 0.21% Reduce -6.8% 3,075 $387K
RPG Investment Advisory, LLC 0.06% Add +23.8% 3,070 $387K
University of Texas/Texas Am Investment Management Co. 0.11% No change 3,382 $386K
Wealthspire Advisors, LLC 0.01% Reduce -8.3% 3,052 $384K
Bailard, Inc. 0.01% No change 3,048 $384K
Elm Partners Management LLC 0.03% New 3,047 $384K
Banco BTG Pactual S.A. 0.12% New 3,033 $382K
Game Plan Financial Advisors, LLC 0.22% No change 3,029 $382K
Gilman Hill Asset Management, LLC 0.07% No change 3,025 $381K
Pitcairn Co. 0.02% Reduce -10.9% 3,025 $381K
Guardian Asset Advisors, LLC 0.31% Add +56.4% 3,014 $380K
Northstar Group, Inc. 0.08% No change 2,999 $378K
Haverford Trust Co 0.00% No change 2,992 $377K
MWA Asset Management 0.27% Reduce -1.2% 2,986 $376K
Provenance Wealth Advisors, LLC 0.05% No change 2,982 $376K
MBA Advisors LLC 0.19% Reduce -11.9% 2,979 $375K
Bragg Financial Advisors, Inc 0.02% Add +0.8% 2,978 $375K
Goelzer Investment Management, Inc. 0.02% Reduce -7.3% 2,965 $373K
Astoria Portfolio Advisors LLC. 0.14% Add +22.1% 3,051 $372K
VanderPol Investments L.L.C. 1.06% Reduce -13.9% 2,943 $371K
Waterloo Capital, L.P. 0.05% Reduce -17.5% 2,913 $367K
Washington Trust Bank 0.03% No change 2,900 $365K
Seelaus Asset Management LLC 0.37% Add +2.8% 2,895 $365K
Invictus Private Wealth, LLC 0.03% Reduce -15.0% 2,894 $365K
SVB Wealth LLC 0.01% Add +34.6% 2,890 $364K
Tyler-Stone Wealth Management 0.16% Reduce -1.0% 2,890 $364K
TAP Consulting, LLC 0.08% New 2,887 $364K
Monograph Wealth Advisors, LLC 0.05% No change 2,887 $364K
3EDGE Asset Management, LP 0.03% New 2,877 $362K
Destiny Wealth Partners, LLC 0.06% No change 2,860 $360K
One Day In July LLC 0.05% Add +1.4% 2,832 $357K
HBK Sorce Advisory LLC 0.01% Add +3.9% 2,828 $356K
Seven Springs Wealth Group, LLC 0.14% No change 2,826 $356K
TrueWealth Advisors, LLC 0.14% Reduce -5.3% 2,822 $355K
Meridian Financial Advisors, LLC 0.26% No change 2,800 $353K
Vontobel Holding Ltd. 0.00% Reduce -31.9% 2,777 $350K
Aries Wealth Management 0.11% Reduce -8.6% 2,754 $347K
Koshinski Asset Management, Inc. 0.04% Reduce -29.5% 2,750 $346K
Creative Financial Designs Inc. 0.03% Add +64.7% 2,731 $344K
KG Capital Management 0.14% Reduce -7.3% 2,722 $343K
Verum Partners LLC 0.12% Add +0.2% 2,710 $341K
Verity & Verity, LLC 0.04% No change 2,710 $341K
Eagle Ridge Investment Management 0.03% Reduce -6.7% 2,708 $341K
FineMark National Bank & Trust 0.01% New 2,702 $340K
American National Bank & Trust 0.04% Add +1.0% 2,684 $338K
Flagstar Securities, Inc. 0.09% Add +22.3% 2,683 $338K
Quarry LP 0.14% New 2,676 $337K
Nvwm, LLC 0.09% Reduce -19.3% 2,675 $337K
Sheaff Brock Investment Advisors, LLC 0.03% No change 2,661 $335K
Parkside Financial Bank & Trust 0.05% Add +10.4% 2,652 $334K
Councilmark Asset Management, LLC 0.24% — 2,650 $334K
Farther Finance Advisors, LLC 0.02% Add +9.8% 2,662 $333K
Auxano Advisors, LLC 0.10% No change 2,636 $332K
Delta Investment Management, LLC 0.08% Reduce -17.9% 2,628 $331K
GYL Financial Synergies, LLC 0.03% No change 2,608 $329K
Procyon Advisors, LLC 0.03% Reduce -64.1% 2,605 $328K
Optimum Investment Advisors 0.15% Reduce -22.4% 2,600 $327K
Idaho Trust Co 0.32% New 2,591 $326K
Fingerlakes Wealth Management, Inc. 0.32% Add +0.3% 2,591 $326K
Cedar Brook Financial Partners, LLC 0.06% Add +0.3% 2,591 $326K
Ifrah Financial Services, Inc. 0.09% Add +0.0% 2,579 $325K
Traynor Capital Management, Inc. 0.03% Add +16.0% 2,576 $324K
International Assets Investment Management, LLC 0.03% Reduce -17.3% 2,590 $324K
KMG Fiduciary Partners, LLC 0.03% No change 2,568 $323K
Capital Wealth Management, LLC 0.15% New 2,565 $323K
SageView Advisory Group, LLC 0.02% Reduce -51.3% 3,466 $323K
Americana Partners, LLC 0.03% Add +3.2% 2,558 $322K
Beaton Management Co. Inc. 0.18% Reduce -3.8% 2,560 $322K
Pinnacle Financial Partners Inc 0.01% Reduce -12.1% 2,549 $321K
Carson Advisory Inc. 0.23% Add +0.2% 2,545 $321K
Peoples Bank 0.25% Reduce -4.3% 2,532 $319K
Private Management Group Inc. 0.01% No change 2,489 $314K
Hazlett, Burt & Watson, Inc. 0.19% No change 2,488 $313K
Wealthstar Advisors, LLC 0.11% Reduce -14.9% 2,426 $312K
Ritholtz Wealth Management 0.01% Add +6.5% 2,474 $312K
Montecito Bank & Trust 0.06% Reduce -11.8% 2,465 $310K
Strategy Asset Managers LLC 0.07% Add +0.2% 2,464 $310K
First United Bank & Trust 0.11% Reduce -4.1% 2,462 $310K
Credit Agricole S A 0.01% Reduce -84.2% 2,569 $310K
Financial Management Network Inc. 0.08% Reduce -32.5% 2,496 $309K
Savant Capital, LLC 0.00% Reduce -24.7% 2,455 $309K
L & S Advisors Inc 0.04% Reduce -1.2% 2,451 $309K
Sebold Capital Management, Inc. 0.21% Reduce -0.3% 2,447 $308K
Larson Financial Group LLC 0.02% Add +2.2% 2,439 $307K
Brown Brothers Harriman & Co. 0.00% Add +90.0% 2,436 $307K
Legacy Edge Advisors, LLC 0.06% Add +24.9% 2,432 $306K
Ieq Capital, LLC 0.00% Reduce -11.1% 2,429 $306K
Lake Street Private Wealth, LLC 0.04% Add +1.0% 2,428 $306K
tru Independence LLC 0.09% Add +0.3% 2,423 $305K
Marcum Wealth, LLC 0.03% Reduce -2.2% 2,388 $301K
Beacon Bridge Wealth Partners, LLC 0.14% New 2,385 $300K
Sterling Investment Management, LLC 0.21% Reduce -6.0% 2,376 $299K
Pure Financial Advisors, LLC 0.01% Add +14.4% 2,359 $297K
Mission Wealth Management, LP 0.01% Reduce -12.9% 2,356 $297K
Acorn Financial Advisory Services Inc. 0.06% New 2,352 $296K
Swmg, LLC 0.13% Reduce -37.9% 2,331 $294K
JPL Wealth Management, LLC 0.16% New 2,330 $293K
Millennium Management 0.00% Reduce -98.5% 2,330 $293K
Simon Quick Advisors, LLC 0.02% Add +0.1% 2,328 $293K
Pachira Investments Inc. 0.24% New 2,323 $293K
BlackDiamond Wealth Management, LLC 0.21% New 2,302 $290K
NFSG Corp 0.13% Add +0.8% 2,298 $289K
AQR Capital Management 0.00% Add +6.8% 2,297 $289K
Centennial Bank 0.15% No change 2,292 $289K
Oxler Private Wealth LLC 0.11% Reduce -1.7% 2,292 $289K
Bridge Advisory, LLC 0.14% Add +0.3% 2,276 $287K
Moneta Group Investment Advisors LLC 0.00% New 2,272 $286K
Smith, Moore & Co. 0.03% Reduce -40.3% 2,265 $285K
Invst, LLC 0.03% New 2,274 $284K
McKinley Carter Wealth Services, Inc. 0.02% Add +0.0% 2,244 $283K
B.O.S.S. Retirement Advisors, LLC 0.11% Reduce -4.5% 2,477 $282K
Legacy PCG, LLC 0.18% No change 2,240 $282K
WESPAC Advisors, LLC 0.16% No change 2,233 $281K
Core Wealth Partners LLC 0.21% Add +0.3% 2,228 $281K
Dearborn Partners LLC 0.01% Add +12.7% 2,215 $279K
Talisman Wealth Advisors LLC 0.35% Add +0.1% 2,209 $278K
Stack Financial Management, Inc 0.03% Reduce -29.4% 2,192 $276K
Waldron Private Wealth LLC 0.01% Add +10.1% 2,183 $275K
TruWealth Advisors, LLC 0.02% No change 2,180 $275K
Titleist Asset Management, LLC 0.05% New 2,175 $274K
First Command Advisory Services, Inc. 0.00% Reduce -2.4% 2,148 $271K
Cavalier Investments, LLC 0.10% Reduce -97.8% 2,130 $268K
HUB Investment Partners, LLC 0.01% No change 2,127 $268K
Stone Summit Wealth LLC 0.09% Reduce -1.7% 2,126 $268K
Park National Corp. 0.01% Reduce -2.3% 2,126 $268K
Evergreen Capital Management LLC 0.01% Add +3.8% 2,123 $267K
Hudock, Inc. 0.06% Reduce -3.3% 2,105 $265K
EWG Elevate Inc. 0.10% No change 2,093 $264K
BBR Partners, LLC 0.02% No change 2,090 $263K
Tidal Investments LLC 0.00% New 2,082 $262K
Summit X, LLC 0.07% New 2,077 $262K
Greenleaf Trust 0.00% No change 2,063 $260K
Fielder Capital Group LLC 0.12% Add +0.2% 2,062 $260K
Chicago Partners Investment Group LLC 0.01% New 2,106 $259K
Capstone Investment Advisors, LLC 0.01% Reduce -81.2% 2,054 $259K
Peak Financial Management, Inc. 0.08% New 2,050 $258K
Betterment LLC 0.00% Reduce -2.6% 2,031 $256K
Rwa Wealth Partners, LLC 0.00% Reduce -54.8% 2,030 $256K
Rollins Financial Advisors, LLC 0.05% New 2,023 $255K
Family Firm, Inc. 0.06% Add +0.3% 2,023 $255K
Baldwin Investment Management, LLC 0.03% No change 2,020 $254K
Keel Point, LLC 0.03% New 2,004 $252K
Householder Group Estate & Retirement Specialist, LLC 0.07% Reduce -4.3% 2,000 $252K
Motco 0.02% No change 1,999 $252K
Chatham Capital Group, Inc. 0.05% No change 1,985 $250K
Ascent Group, LLC 0.02% New 1,981 $250K
Iams Wealth Management, LLC 0.15% New 2,067 $249K
American State Bank (Iowa) 0.17% Reduce -29.3% 1,976 $249K
Caldwell Trust Co 0.03% Add +2.9% 1,976 $249K
1900 Wealth Management LLC 0.02% Add +11.4% 1,967 $248K
Soundmark Wealth Management, LLC 0.11% Add +0.3% 1,966 $248K
Montag & Caldwell, LLC 0.04% New 1,955 $246K
Atticus Wealth Management, LLC 0.08% Add +127.7% 1,951 $246K
NorthCoast Asset Management LLC 0.00% New 1,944 $245K
Prosperity Consulting Group, LLC 0.03% New 1,942 $245K
180 Wealth Advisors, LLC 0.04% No change 1,938 $244K
Narwhal Capital Management 0.02% No change 1,925 $242K
Keystone Financial Group 0.04% Add +4.4% 1,917 $242K
Spirepoint Private Client, LLC 0.04% — 1,906 $240K
Tiemann Investment Advisors, LLC 0.11% No change 1,900 $239K
Centric Wealth Management 0.08% New 1,969 $239K
BSW Wealth Partners 0.04% No change 1,882 $237K
Gallacher Capital Management LLC 0.12% Reduce -1.7% 1,882 $237K
Focus Partners Advisor Solutions, LLC 0.01% New 1,881 $237K
Horizon Wealth Management, LLC 0.06% Add +2.9% 1,878 $237K
Weatherly Asset Management L. P. 0.02% Reduce -3.1% 1,875 $236K
Novak & Powell Financial Services, Inc. 0.18% Add +0.3% 1,873 $236K
Sage Capital Management, LLC 0.13% Add +0.3% 1,867 $235K
Fort Point Capital Partners LLC 0.03% No change 1,866 $235K
Coordinated Financial Services, Inc. 0.21% — 1,861 $234K
Mission Creek Capital Partners, Inc. 0.06% Add +0.2% 1,845 $232K
WealthTrust Axiom LLC 0.07% Reduce -0.2% 1,841 $232K
Canopy Partners, LLC 0.11% No change 1,841 $232K
Source Financial Advisors LLC 0.07% Reduce -37.3% 1,823 $230K
TNF LLC 0.09% Reduce -1.8% 1,863 $227K
Adirondack Trust Co. 0.10% Add +10.1% 1,803 $227K
Shay Capital LLC 0.07% New 1,800 $227K
Cullen/Frost Bankers, Inc. 0.00% Reduce -4.1% 1,794 $226K
Straight Path Wealth Management 0.13% Add +0.7% 1,786 $225K
Silvercrest Asset Management Group LLC 0.00% New 1,782 $224K
Paragon Financial Partners, Inc. 0.18% New 1,779 $224K
Park Edge Advisors, LLC 0.06% New 1,777 $224K
XTX Topco Ltd 0.03% New 1,776 $224K
Stolper Co 0.08% No change 1,771 $223K
Tradewinds, LLC. 0.11% — 1,956 $223K
HM Payson & Co. 0.00% No change 1,769 $223K
Beese Fulmer Investment Management, Inc. 0.02% No change 1,760 $222K
Obsidian Cio, LLC 0.05% New 1,758 $221K
Financial Freedom, LLC 0.13% No change 1,756 $221K
Sequent Planning LLC 0.08% — 1,752 $221K
Johnson Financial Group, Inc. 0.01% Reduce -16.1% 1,752 $221K
Hyman Charles D 0.01% New 1,743 $220K
Prostatis Group LLC 0.08% New 1,743 $220K
Lanark Financial, Inc. 0.02% Add +40.2% 1,659 $218K
Front Row Advisors LLC 0.08% Add +14.0% 1,730 $218K
Means Investment Co., Inc. 0.03% New 1,727 $218K
Cullen Capital Management, LLC 0.00% Reduce -99.2% 1,718 $216K
Synergy Financial Group, LTD 0.24% Reduce -12.2% 1,715 $216K
Whitener Capital Management, Inc. 0.07% New 1,714 $216K
Tandem Capital Management Corp. 0.12% New 1,710 $215K
Investment Partners Asset Management, Inc. 0.19% New 1,704 $215K
Gray Wealth Management Inc. 0.10% New 1,701 $214K
Valicenti Advisory Services Inc. 0.06% Reduce -72.3% 1,700 $214K
Register Financial Advisors LLC 0.11% Add +0.1% 1,692 $213K
Avantax Planning Partners, Inc. 0.01% Reduce -7.1% 1,691 $213K
Coldstream Capital Management Inc. 0.01% New 1,675 $211K
Brighton Jones LLC 0.01% New 1,670 $210K
Clearstead Advisors, LLC 0.01% Reduce -7.4% 1,677 $210K
Pittenger & Anderson Inc. 0.01% Reduce -14.8% 1,665 $210K
Mayflower Financial Advisors, LLC 0.04% New 1,664 $210K
Chapin Davis, Inc. 0.08% Reduce -10.7% 1,663 $209K
Wagner Wealth Management, LLC 0.06% Add +0.1% 1,651 $208K
Mattern Wealth Management LLC 0.05% New 1,650 $208K
Ballentine Partners, LLC 0.00% New 1,647 $207K
Prio Wealth Limited Partnership 0.01% New 1,645 $207K
SevenBridge Financial Group, LLC 0.05% New 1,682 $206K
Blue Bell Private Wealth Management, LLC 0.04% Reduce -15.8% 1,632 $206K
Consolidated Capital Management, LLC 0.10% New 1,615 $203K
Precedent Wealth Partners, LLC 0.09% New 1,612 $203K
W.H. Cornerstone Investments Inc. 0.15% New 1,613 $203K
Halbert Hargrove Global Advisors, LLC 0.01% New 1,604 $202K
Cladis Investment Advisory, LLC 0.15% New 1,600 $202K
Sigma Investment Counselors Inc. 0.01% Reduce -21.4% 1,595 $201K
Turtle Creek Wealth Advisors, LLC 0.05% Reduce -15.1% 1,594 $201K
First Trust Direct Indexing L.P. 0.01% New 1,594 $201K
Pictet Asset Management Holding SA 0.00% New 1,592 $201K
Noesis Capital Mangement Corp. 0.04% New 1,589 $200K
Coulter & Justus Financial Services, LLC 0.04% New 1,589 $200K
Wetzel Investment Advisors, Inc. 0.12% Add +2.2% 1,648 $199K
Advisors Preferred, LLC 0.03% New 1,584 $198K
FinTrust Capital Advisors, LLC 0.04% Add +42.5% 1,560 $196K
UMB Bank, n.a. 0.00% No change 1,543 $194K
Hollencrest Capital Management 0.01% Add +28.4% 1,506 $190K
Carolinas Wealth Consulting LLC 0.04% Add +1991.5% 1,485 $187K
Beacon Capital Management, LLC 0.04% Add +26.1% 1,476 $186K
Continuum Advisory, LLC 0.03% New 1,447 $182K
Carmichael Hill & Associates, Inc. 0.07% Add +0.1% 1,435 $181K
Park Place Capital Corp 0.06% Add +10.7% 1,434 $181K
SYM FINANCIAL Corp 0.03% No change 1,426 $180K
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 0.02% No change 1,400 $176K
Picton Mahoney Asset Management 0.01% Reduce -17.6% 1,400 $176K
Y.D. More Investments Ltd 0.03% Add +29.8% 1,381 $174K
Harbor Investment Advisory, LLC 0.02% No change 1,378 $174K
Ancora Advisors LLC 0.00% Reduce -4.0% 1,350 $170K
Missouri Trust & Investment Co 0.07% No change 1,343 $169K
Signaturefd, LLC 0.00% Add +17.4% 1,331 $168K
Dagco, Inc. 0.08% New 1,327 $167K
Valley Wealth Managers, Inc. 0.01% Add +0.6% 1,273 $160K
Delos Wealth Advisors, LLC 0.18% Reduce -24.9% 1,271 $160K
Core Alternative Capital 0.03% Reduce -72.0% 1,246 $157K
Byrne Asset Management LLC 0.13% New 1,240 $156K
Paladin Advisory Group, LLC 0.12% No change 1,246 $156K
Vestor Capital, LLC 0.01% Add +3.3% 1,200 $151K
Raffa Wealth Management, LLC 0.04% No change 1,191 $150K
SouthState Bank Corp 0.01% Add +1.0% 1,189 $150K
Wellington Shields Capital Management, LLC 0.03% No change 1,184 $149K
United Community Bank 0.06% Reduce -38.5% 1,171 $148K
Fernwood Investment Management, LLC 0.04% New 1,165 $147K
Avion Wealth 0.04% Add +4.7% 1,107 $140K
Marshall Wace, LLP 0.00% Add +257.3% 1,072 $135K
LGT Financial Advisors LLC 0.15% Add +67.1% 1,058 $133K
CVA Family Office, LLC 0.02% No change 1,050 $132K
Community Bank, N.A. 0.02% No change 1,040 $131K
West Oak Capital, LLC 0.06% Reduce -5.0% 1,035 $130K
Ameritas Investment Partners, Inc. 0.00% Add +0.2% 1,017 $128K
Transcendent Capital Group LLC 0.07% No change 1,000 $126K
PSI Advisors, LLC 0.04% No change 974 $123K
Valley National Advisers Inc. 0.02% Reduce -1.1% 922 $116K
Aspire Private Capital, LLC 0.03% No change 903 $114K
Resources Management Corp. /CT/ 0.02% No change 892 $112K
MilWealth Group LLC 0.03% No change 869 $109K
City Holding Co. 0.02% Reduce -6.5% 859 $108K
LRI Investments, LLC 0.03% — 832 $105K
Global Trust Asset Management, LLC 0.04% Add +18.4% 805 $101K
Ameliora Wealth Management Ltd. 0.05% No change 800 $101K
Tidemark, LLC 0.06% Reduce -32.4% 798 $101K
Westside Investment Management, Inc. 0.02% No change 793 $100K
Cherry Tree Wealth Management, LLC 0.02% No change 764 $96K
Farmers & Merchants Investments Inc. 0.00% No change 764 $96K
Indiana Trust & Investment Management Co 0.04% No change 756 $95K
Covestor Ltd 0.06% Add +71.3% 733 $92K
Plante Moran Financial Advisors, LLC 0.01% Add +136.0% 727 $92K
MCF Advisors LLC 0.01% No change 713 $90K
Bollard Group LLC 0.00% Add +0.1% 710 $89K
Wellington Shields & Co., LLC 0.03% No change 692 $87K
Arax Advisory Partners 0.01% Add +2.1% 671 $85K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -52.9% 655 $83K
Tradewinds Capital Management, LLC 0.02% Reduce -68.8% 645 $81K
Caldwell Sutter Capital, Inc. 0.04% No change 610 $77K
Cambridge Trust Co. 0.00% Reduce -40.0% 600 $76K
HHM Wealth Advisors, LLC 0.01% No change 593 $75K
First Manhattan Co. Llc. 0.00% No change 585 $74K
Pacific Center for Financial Services 0.02% Add +13.2% 573 $72K
Horrell Capital Management, Inc. 0.02% No change 571 $72K
WestEnd Advisors, LLC 0.00% Reduce -52.5% 567 $71K
Caitlin John, LLC 0.05% No change 551 $69K
Bessemer Group Inc. 0.00% No change 548 $69K
Jackson, Grant Investment Advisers, Inc. 0.03% No change 536 $67K
Tanglewood Legacy Advisors, LLC 0.03% No change 535 $67K
Union Savings Bank 0.04% No change 534 $67K
FRG Family Wealth Advisors LLC 0.01% New 545 $66K
Granite FO LLC 0.04% No change 500 $65K
Salem Investment Counselors Inc. 0.00% No change 500 $63K
New Republic Capital, LLC 0.04% No change 493 $62K
Psagot Value Holdings Ltd. / (Israel) 0.54% Reduce -63.7% 467 $59K
Bell Investment Advisors, Inc 0.01% Add +124.8% 463 $58K
Bank of New Hampshire 0.02% No change 463 $58K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 430 $54K
Quadrant Capital Group LLC 0.00% No change 428 $54K
Bangor Savings Bank 0.01% Reduce -4.8% 418 $53K
Barometer Capital Management Inc. 0.01% Reduce -10.4% 430 $52K
Strengthening Families & Communities, LLC 0.03% Add +0.3% 409 $52K
LifeSteps Financial, Inc. 0.04% New 410 $52K
Old Second National Bank of Aurora 0.01% No change 400 $50K
Angeles Wealth Management, LLC 0.01% No change 396 $50K
Tompkins Financial Corp. 0.01% No change 392 $49K
Anchor Investment Management, LLC 0.01% Add +19.4% 388 $49K
Highline Wealth Partners LLC 0.02% New 384 $48K
Armor Investment Advisors, LLC 0.02% Add +33.7% 381 $48K
St Germain D J Co. Inc. 0.00% No change 374 $47K
Peoples Financial Services Corp. 0.02% No change 358 $45K
Financial Gravity Asset Management, Inc. 0.01% Reduce -39.6% 368 $44K
Mather Group, Llc. 0.00% Reduce -89.0% 371 $42K
Hamilton Point Investment Advisors, LLC 0.01% No change 333 $42K
Archer Investment Corp 0.01% Reduce -13.0% 328 $41K
Sunbelt Securities, Inc. 0.00% No change 327 $41K
Princeton Global Asset Management LLC 0.01% No change 317 $40K
Mine & Arao Wealth Creation & Management, LLC. 0.02% No change 309 $39K
Operose Advisors LLC 0.01% No change 306 $39K
Truvestments Capital LLC 0.01% Add +41.6% 303 $38K
Cedar Wealth Management, LLC 0.01% Add +50.0% 300 $38K
Pinnacle Bancorp, Inc. 0.01% No change 300 $38K
Franklin Resources Inc. 0.00% Reduce -31.9% 296 $37K
Davis Capital Management 0.03% Reduce -3.0% 295 $37K
Private Ocean, LLC 0.00% No change 289 $36K
Weaver Capital Management LLC 0.01% New 277 $35K
Independence Bank of Kentucky 0.01% Add +338.1% 276 $35K
Pathway Financial Advisers, LLC 0.01% Reduce -13.9% 259 $33K
Sugarloaf Wealth Management, LLC 0.01% No change 257 $32K
Emfo, LLC 0.03% No change 250 $31K
Legacy Bridge, LLC 0.02% No change 250 $31K
Central Bank & Trust Co. 0.00% Reduce -76.8% 250 $31K
Hantz Financial Services, Inc. 0.00% New 248 $31K
Rothschild Investment LLC 0.00% Add +0.4% 244 $31K
Sage Mountain Advisors LLC 0.00% Add +19.7% 237 $30K
DecisionPoint Financial, LLC 0.01% No change 243 $30K
Sound Income Strategies, LLC 0.00% Reduce -17.8% 235 $30K
Manchester Capital Management LLC 0.00% No change 230 $29K
Clear Point Advisors Inc. 0.02% No change 226 $28K
Cubist Systematic Strategies, LLC 0.00% New 222 $28K
Gradient Investments LLC 0.00% Add +91.2% 216 $27K
McIlrath & Eck, LLC 0.00% New 201 $25K
Lowe Wealth Advisors, LLC 0.01% Reduce -20.0% 200 $25K
FSA Wealth Management LLC 0.01% No change 200 $25K
North Star Investment Management Corp. 0.00% New 200 $25K
Acima Private Wealth, LLC 0.01% No change 196 $25K
Cordgrass Capital Advisors, LLC 0.01% No change 194 $24K
Bellevue Asset Management, LLC 0.01% No change 192 $24K
Key Financial Inc 0.01% No change 192 $24K
Abound Wealth Management 0.01% Add +140.5% 190 $24K
Global Assets Advisory, LLC 0.01% New 191 $24K
WR Wealth Planners, LLC 0.01% New 180 $23K
Northwest Investment Counselors, LLC 0.01% New 179 $23K
Hartford Financial Management Inc. 0.00% Reduce -36.8% 175 $22K
Retirement Group, LLC 0.01% Reduce -94.3% 173 $22K
Winch Advisory Services, LLC 0.01% Add +0.6% 166 $21K
Center for Financial Planning, Inc. 0.00% No change 165 $21K
Pacifica Partners Inc. 0.01% No change 165 $21K
Founders Capital Management 0.01% No change 162 $20K
MTM Investment Management, LLC 0.01% Add +40.9% 162 $20K
Compagnie Lombard Odier SCmA 0.00% No change 162 $20K
Creekmur Asset Management LLC 0.01% Reduce -1.3% 156 $20K
Luken Investment Analytics, LLC 0.01% No change 150 $19K
Colonial Trust Co / SC 0.00% No change 150 $19K
Blue Trust, Inc. 0.00% Reduce -53.2% 148 $19K
Impact Partnership Wealth, LLC 0.01% No change 145 $18K
Edmond DE Rothschild Holding S.A. 0.00% No change 141 $18K
Steph & Co. 0.01% No change 139 $18K
GAMMA Investing LLC 0.00% No change 135 $17K
Crewe Advisors LLC 0.00% Reduce -92.8% 135 $17K
Raleigh Capital Management Inc. 0.01% Add +177.1% 133 $17K
Frazier Financial Advisors, LLC 0.01% New 131 $17K
Costello Asset Management, INC 0.01% No change 130 $16K
Citizens National Bank Trust Department 0.00% Reduce -26.5% 125 $16K
Guardian Wealth Advisors, LLC / NC 0.00% Reduce -37.7% 124 $16K
Cape Investment Advisory, Inc. 0.01% Add +693.3% 119 $15K
Friedenthal Financial 0.01% No change 109 $14K
Piscataqua Savings Bank 0.01% No change 106 $13K
Concord Wealth Partners 0.00% No change 105 $13K
JDM Financial Group LLC 0.01% No change 100 $13K
Elevation Wealth Partners, LLC 0.01% Reduce -85.7% 100 $13K
SRH Advisors, LLC 0.00% New 100 $13K
Biltmore Family Office, LLC 0.00% No change 100 $13K
First PREMIER Bank 0.00% Reduce -4.9% 97 $12K
Toronto Dominion Bank 0.00% New 89 $11K
Signature Resources Capital Management, LLC 0.01% No change 95 $11K
Tower Research Capital LLC (TRC) 0.00% Reduce -100.0% 82 $10K
McClarren Financial Advisors, Inc. 0.01% No change 77 $10K
Tortoise Investment Management, LLC 0.00% No change 79 $10K
Oakworth Capital, Inc. 0.00% No change 78 $10K
MassMutual Private Wealth & Trust, FSB 0.00% No change 75 $9K
PFS Partners, LLC 0.01% No change 74 $9K
Annapolis Financial Services, LLC 0.00% No change 73 $9K
Smithfield Trust Co 0.00% No change 71 $9K
REAP Financial Group, LLC 0.00% No change 71 $9K
Arvest Investments, Inc. 0.00% No change 63 $8K
EverSource Wealth Advisors, LLC 0.00% Add +30.0% 65 $8K
Northwest Capital Management Inc 0.00% No change 61 $8K
POM Investment Strategies, LLC 0.01% No change 58 $7K
JFS Wealth Advisors, LLC 0.00% New 58 $7K
Ruedi Wealth Management, Inc. 0.00% New 57 $7K
City State Bank 0.00% No change 56 $7K
Eukles Asset Management 0.00% No change 54 $7K
Sachetta, LLC 0.00% No change 56 $6K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 50 $6K
SJS Investment Consulting Inc. 0.00% New 46 $6K
Investors Research Corp 0.00% No change 40 $5K
Pin Oak Investment Advisors Inc. 0.00% No change 40 $5K
Advanced Asset Management Advisors Inc 0.00% No change 37 $5K
Main Street Group, LTD 0.00% No change 36 $5K
Coston, McIsaac & Partners 0.00% No change 39 $4K
WealthShield Partners, LLC 0.00% Reduce -96.5% 31 $4K
Logan Capital Management Inc. 0.00% No change 25 $3K
Castleview Partners, LLC 0.00% No change 25 $3K
Ulland Investment Advisors, LLC 0.00% No change 25 $3K
Horizon Bancorp Inc. 0.00% No change 21 $3K
Red Tortoise LLC 0.00% No change 19 $2K
Central Pacific Bank - Trust Division 0.00% — 19 $2K
CarsonAllaria Wealth Management, Ltd. 0.00% New 12 $2K
M&R Capital Management Inc. 0.00% Reduce -87.9% 12 $2K
Macroview Investment Management LLC 0.00% No change 11 $1K
Thompson Investment Management, Inc. 0.00% New 10 $1K
Cutler Group LLC / CA 0.00% Reduce -97.6% 14 $1K
CGC Financial Services, LLC 0.00% No change 5 $630
Janiczek Wealth Management, LLC 0.00% No change 5 $630
Cassady Schiller Wealth Management, LLC 0.00% New 3 $378

"% of holder's portfolio" is XLI's weight in each manager's 13F, not the share of SS Industrial Select Sector the manager owns.