SS Consumer Staples Sel SectXLPETF

13F holders, Q1 2025 (March 31)
1,191holders −5
108new positions
107sold out
7famous investors
$81.75avg. 13F price*

At the end of Q1 2025, 1,191 institutions reported holding SS Consumer Staples Sel Sect (XLP) in their 13F filings, down 5 from Q4 2024. 108 opened new positions and 107 sold out. The largest holders were Bank of America Corp. ($2.5B), Morgan Stanley ($831.5M) and JPMorgan Chase & Co. ($684.3M). 7 famous investors held it, including Israel Englander (0.2% of Millennium Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Mario Gabelli (0.1% of GAMCO Investors's portfolio).

Company
SS Consumer Staples Sel Sect
Filed as
SELECT SECTOR SPDR TR (Q1 2025)
CUSIP
81369Y308
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions108$397.9M
Exits107$260.5M

All 13F filers, Q4 2024 → Q1 2025: 22,910,584 shares bought and 25,046,336 shares sold, net −2,135,752 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,191 holders

Bank of America Corp. 0.22% Add +5.1% 30,536,033 $2.5B
Morgan Stanley 0.06% Add +6.9% 10,181,011 $831.5M
JPMorgan Chase & Co. 0.05% Add +12.1% 8,379,058 $684.3M
Goldman Sachs Group Inc. 0.11% Reduce -11.0% 6,867,126 $560.8M
Envestnet Asset Management Inc. 0.13% Add +1.6% 4,894,225 $399.7M
Raymond James Financial Inc. 0.14% Reduce -0.5% 4,527,490 $369.8M
UBS Group AG 0.07% Add +44.6% 4,129,008 $337.2M
LPL Financial LLC 0.13% Add +13.8% 4,092,725 $334.3M
Harel Insurance Investments & Financial Services Ltd. 3.89% Add +26.2% 3,635,692 $296.9M
Wells Fargo & Company 0.07% Add +1.3% 3,602,036 $294.2M
Bessemer Group Inc. 0.53% Add +4918.1% 3,586,926 $292.9M
Healthcare of Ontario Pension Plan Trust Fund 0.62% Add +6.2% 3,422,000 $279.5M
Menora Mivtachim Holdings LTD. 1.77% Reduce -28.5% 3,325,247 $271.6M
Barclays PLC 0.12% Reduce -59.5% 3,144,246 $256.8M
Ameriprise Financial Inc. 0.07% Reduce -28.8% 2,900,110 $256.7M
Janney Montgomery Scott LLC 0.65% Reduce -1.8% 2,820,605 $230.4M
BNP Paribas Financial Markets 0.17% Reduce -47.8% 2,761,497 $225.5M
Truist Financial Corp. 0.36% Reduce -0.1% 2,749,051 $224.5M
WestEnd Advisors, LLC 5.33% Reduce -3.6% 2,460,382 $200.9M
CHURCHILL MANAGEMENT Corp 2.41% New 2,322,253 $189.7M
Millennium Management 0.19% Add +173.4% 2,296,961 $187.6M
Charles Schwab Investment Management Inc. 0.03% Reduce -2.5% 1,681,227 $137.3M
Nissay Asset Management Corp. /Japan 0.84% No change 1,579,530 $129.0M
Citadel Advisors 0.13% Add +45.1% 1,566,050 $127.9M
Migdal Insurance & Financial Holdings Ltd. 1.66% Add +20234.8% 1,448,648 $118.3M
Fisher Asset Management 0.05% Reduce -8.9% 1,372,217 $112.1M
Caisse de depot et placement du Quebec 0.21% Reduce -68.6% 1,236,030 $100.9M
PGIM Custom Harvest LLC 2.30% Add +14.4% 1,178,161 $96.2M
Bank of Montreal 0.05% Reduce -62.0% 1,157,491 $94.5M
Royal Bank of Canada 0.02% Reduce -32.8% 1,156,306 $94.4M
Bank of Nova Scotia 0.19% Reduce -0.1% 1,009,410 $82.4M
Victory Capital Management Inc. 0.07% Reduce -1.2% 836,994 $68.4M
Cetera Investment Advisers 0.12% Add +5.0% 784,095 $64.0M
Wellington Management Group LLP 0.01% Add +14090.6% 700,164 $57.2M
Commonwealth Equity Services, LLC 0.08% Add +3.5% 682,146 $55.7M
Capital Investment Advisors, LLC 1.05% Add +6.2% 655,801 $53.6M
Conservest Capital Advisors, Inc. 5.54% Add +0.3% 646,070 $52.8M
Agf Management Ltd. 0.28% Reduce -12.9% 636,609 $52.0M
CW Advisors, LLC 0.61% Add +68.2% 620,791 $50.7M
EP Wealth Advisors, LLC 0.39% Add +3.4% 598,971 $48.9M
Osaic Holdings, Inc. 0.10% Reduce -10.5% 569,294 $46.5M
Alps Advisors Inc. 0.27% Add +23.3% 566,689 $46.3M
Stifel Financial Corp. 0.05% Reduce -1.8% 563,805 $46.0M
Natixis 0.27% Add +0.4% 552,396 $44.9M
Quantitative Investment Management, LLC 3.98% New 529,246 $43.2M
Citigroup Inc. 0.03% Add +44.9% 494,383 $40.4M
Rockport Wealth LLC 12.56% Add +7.9% 435,689 $35.6M
Assetmark, Inc. 0.09% Add +22.6% 420,810 $34.4M
Greenwood Gearhart LLC 2.34% Reduce -5.1% 413,426 $33.8M
KCM Investment Advisors LLC 1.21% Reduce -2.0% 410,786 $33.5M
Advisory Alpha, LLC 1.14% Add +9.7% 409,485 $33.4M
Trust Asset Management LLC 2.72% Add +2.0% 405,519 $33.1M
HighTower Advisors, LLC 0.04% Add +1.7% 399,740 $32.6M
Cercano Management LLC 0.94% New 393,388 $32.1M
MML Investors Services, LLC 0.10% Reduce -10.7% 381,335 $31.1M
Mirae Asset Securities (usa) Inc. 1.23% No change 350,000 $28.6M
Factory Mutual Insurance Co. 0.32% No change 336,700 $27.5M
GTS Securities LLC 1.15% Add +355.9% 325,472 $26.6M
Gerber Kawasaki Wealth & Investment Management 1.13% Add +8.7% 306,980 $25.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.77% Reduce -27.9% 303,202 $24.8M
Swan Global Investments, LLC 1.24% Reduce -7.3% 298,678 $24.4M
J. Goldman & Co LP 0.84% Add +827.0% 291,126 $23.8M
US Bancorp \de 0.03% Reduce -1.7% 257,394 $21.0M
1832 Asset Management L.P. 0.04% New 252,538 $20.6M
WFA Asset Management Corp 10.47% Add +140.7% 262,269 $20.0M
Rockefeller Capital Management L.P. 0.05% Reduce 0.0% 241,467 $19.7M
Clarity Financial LLC 2.16% Add +38.5% 230,015 $18.8M
Thor Trading Advisors, LLC 7.52% Add +6.3% 227,813 $18.6M
RiverFront Investment Group, LLC 0.41% Add +3.6% 223,435 $18.2M
Phoenix Financial Ltd. 0.28% Reduce -48.2% 221,714 $18.1M
SG Americas Securities, LLC 0.06% Add +164.9% 221,092 $18.1M
Rothschild Capital Partners, LLC 4.65% Add +11.3% 217,618 $17.8M
Marshall Wace, LLP 0.02% Add +221.1% 213,402 $17.4M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -30.1% 210,157 $17.2M
Armstrong Advisory Group, Inc. 1.35% No change 215,666 $17.0M
Kingsview Wealth Management, LLC 0.31% Reduce -21.1% 203,972 $16.7M
Full Sail Capital, LLC 1.04% Reduce -0.2% 196,101 $16.0M
Maven Securities LTD 3.49% New 195,210 $15.9M
Peapack Gladstone Financial Corp. 0.23% Reduce -0.7% 191,389 $15.6M
Sanctuary Advisors, LLC 0.11% Reduce -1.5% 189,904 $15.5M
Private Advisor Group, LLC 0.09% Add +9.1% 188,349 $15.4M
Janney Capital Management LLC 1.05% Reduce -5.4% 186,443 $15.2M
Mariner, LLC 0.03% Reduce -2.3% 185,835 $15.2M
Northern Trust Corp. 0.00% Add +6.8% 183,816 $15.0M
Estate Counselors, LLC 1.55% Add +1.3% 182,978 $14.9M
Passaic Partners LLC 2.24% Reduce -14.5% 180,899 $14.8M
PNC Financial Services Group, Inc. 0.01% Reduce -8.7% 179,645 $14.7M
Thrivent Financial for Lutherans 0.03% Reduce -15.9% 176,781 $14.2M
Biltmore Wealth Management, LLC 5.98% Add +0.9% 173,717 $14.2M
MAI Capital Management 0.11% Reduce -1.6% 170,270 $13.9M
Prime Capital Investment Advisors, LLC 0.16% Add +5.9% 168,999 $13.8M
Creative Planning 0.01% Reduce -0.4% 168,703 $13.8M
Bar Harbor Wealth Management 0.91% Reduce -2.3% 167,288 $13.7M
BlackRock, Inc. 0.00% Reduce -71.3% 164,423 $13.4M
Prestige Wealth Management Group LLC 2.85% Reduce -0.8% 163,175 $13.3M
Spire Wealth Management 0.41% Add +16.4% 158,537 $12.9M
Krilogy Financial LLC 0.83% Add +1.7% 157,419 $12.9M
Trek Financial, LLC 0.92% Reduce -1.5% 155,771 $12.7M
Quadrature Capital Ltd 0.28% Reduce -78.4% 152,533 $12.5M
Equitable Holdings, Inc. 0.12% Add +21.5% 151,828 $12.4M
Matauro, LLC 2.47% Add +10.8% 148,642 $12.1M
111 Capital 2.33% Add +2277.4% 147,659 $12.1M
Kestra Advisory Services, LLC 0.06% Add +4.7% 145,835 $11.9M
Concurrent Investment Advisors, LLC 0.29% Add +35.3% 145,543 $11.9M
IHT Wealth Management, LLC 0.35% Add +14.8% 139,100 $11.4M
Sharper & Granite LLC 4.59% Add +1.4% 136,164 $11.1M
Ashton Thomas Private Wealth, LLC 0.43% Add +161.2% 136,156 $11.1M
Meitav Investment House Ltd. 0.20% Add +126.1% 136,027 $11.1M
Steward Partners Investment Advisory, LLC 0.10% Add +62.1% 135,916 $11.1M
Evolution Wealth Advisors, LLC 1.82% Reduce -0.2% 133,279 $10.9M
Flagship Harbor Advisors, LLC 0.56% Reduce -60.1% 129,433 $10.6M
DAVENPORT & Co LLC 0.06% Add +1.7% 129,219 $10.6M
Ayalon Insurance Comp Ltd. 3.41% Add +0.7% 129,192 $10.6M
Integrated Wealth Concepts LLC 0.12% Reduce -8.3% 126,507 $10.3M
Makena Capital Management LLC 1.04% Add +58.6% 123,477 $10.1M
Valence8 US LP 4.70% Reduce -26.2% 122,671 $10.0M
Park Avenue Securities LLC 0.12% Add +8.3% 121,829 $9.9M
NewEdge Advisors, LLC 0.06% Add +1.5% 121,579 $9.9M
Measured Wealth Private Client Group, LLC 3.10% Add +31.9% 118,125 $9.6M
Sumitomo Mitsui Financial Group, Inc. 0.18% Reduce -3.4% 117,716 $9.6M
Tower Research Capital LLC (TRC) 0.29% Add +654.4% 120,266 $9.6M
Capital Insight Partners, LLC 1.66% Add +1.4% 116,220 $9.5M
Rooted Wealth Advisors, Inc. 4.07% Add +1.6% 120,645 $9.5M
J.W. Cole Advisors, Inc. 0.29% Reduce -18.1% 115,689 $9.4M
Atria Wealth Solutions, Inc. 0.11% Reduce -13.7% 113,666 $9.3M
Prudent Investors Network, Inc. 2.64% Reduce -2.8% 113,452 $9.3M
Salomon & Ludwin, LLC 0.99% Add +5.8% 113,295 $9.3M
Stillwater Capital Advisors, LLC 1.27% Add +0.4% 111,173 $9.1M
Gunma Bank,Ltd. 2.85% Reduce -10.0% 108,249 $8.8M
Cornerstone Advisors, LLC 0.37% Reduce -48.7% 106,100 $8.7M
Global Endowment Management, LP 1.10% Reduce -7.8% 103,674 $8.5M
Pathstone Holdings, LLC 0.04% Add +74.4% 102,689 $8.4M
Fifth Third Securities, Inc. 0.70% Reduce -13.5% 102,193 $8.3M
IFG Advisory, LLC 0.46% Add +0.3% 101,481 $8.3M
IMZ Advisory Inc 3.72% Reduce -4.9% 100,451 $8.2M
Kwmg, LLC 0.83% Add +1.8% 100,044 $8.2M
Cornerstone Wealth Group, LLC 0.67% Add +844.7% 98,164 $8.0M
LifePlan Financial, LLC 6.97% Add +3.0% 97,887 $8.0M
Novare Capital Management LLC 0.70% Add +0.2% 97,871 $8.0M
United Asset Strategies, Inc. 0.74% Reduce -0.7% 97,860 $8.0M
Fortis Group Advisors, LLC 1.53% Add +232.4% 96,774 $7.9M
Spinnaker Trust 0.51% Reduce -9.7% 95,340 $7.8M
Jones Financial Companies LLLP 0.01% Add +54.6% 96,424 $7.8M
Ameraudi Asset Management, Inc. 4.34% Add +937.3% 92,919 $7.6M
Atria Investments, Inc 0.10% Add +41.4% 92,850 $7.6M
Walleye Capital LLC 0.09% Add +165.0% 92,165 $7.5M
First Interstate Bank 0.44% Add +0.5% 91,019 $7.4M
Robertson Stephens Wealth Management, LLC 0.28% Add +223.8% 90,025 $7.4M
SteelPeak Wealth, LLC 0.31% Reduce -5.8% 89,584 $7.3M
First Merchants Corp. 0.29% Reduce -4.2% 88,412 $7.2M
Simplex Trading, LLC 0.26% Add +40.6% 88,343 $7.2M
Private Wealth Advisors, LLC 3.01% Reduce -38.6% 87,899 $7.2M
Money Concepts Capital Corp. 0.53% Reduce -0.5% 87,187 $7.1M
German American Bancorp, Inc. 0.76% Add +1.0% 87,078 $7.1M
Circle Wealth Management, LLC 0.16% Reduce -6.8% 83,473 $6.8M
GAMCO Investors 0.07% Add +90.7% 82,000 $6.7M
LMR Partners LLP 0.18% Add +103.7% 81,912 $6.7M
Old National Bancorp 0.18% Reduce -8.2% 81,761 $6.7M
WT Wealth Management 2.16% Add +5.9% 81,442 $6.7M
Advisory Services Network, LLC 0.13% Add +8.9% 81,254 $6.6M
WCG Wealth Advisors LLC 0.50% Reduce -12.8% 80,245 $6.6M
Meiji Yasuda Life Insurance Co 0.13% New 79,949 $6.5M
Innealta Capital, LLC 3.47% Add +5.9% 77,692 $6.3M
FSC Wealth Advisors, LLC 4.16% Add +135.9% 77,681 $6.3M
Harrell Investment Partners, LLC 1.87% Add +2.4% 77,367 $6.3M
Ocean Park Asset Management, LLC 0.22% Add +18.8% 77,021 $6.3M
Independent Financial Group, LLC 0.21% Add +102.3% 76,281 $6.2M
Alaska Permanent Fund Corp 0.09% No change 75,918 $6.2M
Comerica Bank 0.03% Add +5.7% 74,793 $6.1M
Madison Park Capital Advisors, LLC 5.31% Add +1.4% 74,108 $6.1M
Graypoint LLC 0.37% Reduce -5.0% 72,888 $6.0M
Westwood Holdings Group Inc. 0.05% Reduce -2.0% 72,488 $5.9M
Howard Capital Management Group, LLC 0.46% Reduce -3.2% 72,338 $5.9M
Peak Retirement Planning, Inc. 3.27% Add +8.2% 71,988 $5.9M
Brave Asset Management Inc. 1.83% Add +1.5% 71,256 $5.8M
Theory Financial LLC 2.45% New 71,166 $5.8M
Focus Partners Wealth 0.01% Reduce -54.3% 69,888 $5.7M
Dynamic Advisor Solutions LLC 0.18% New 68,470 $5.6M
One Wealth Map LLC 3.69% Reduce -0.1% 68,317 $5.5M
Lighthouse Investment Partners, LLC 0.25% Add +238.3% 67,667 $5.5M
Sigma Planning Corp 0.18% Add +5.1% 67,556 $5.5M
Amarillo National Bank 1.07% No change 67,550 $5.5M
Ferguson Wellman Capital Management, Inc. 0.11% Add +0.3% 66,732 $5.5M
Vickerman Investment Advisors, Inc. 1.20% Add +6.9% 65,131 $5.3M
Brookstone Capital Management 0.08% Reduce -7.8% 64,987 $5.3M
Capital Investment Advisory Services, LLC 0.47% Add +4.2% 64,893 $5.3M
Concentric Capital Strategies, LP 0.53% New 64,215 $5.2M
Sage Capital Management, LLC 2.83% Reduce -0.8% 63,842 $5.2M
Premier Path Wealth Partners, LLC 0.81% Reduce -2.4% 63,825 $5.2M
FMR LLC 0.00% Add +4.1% 63,774 $5.2M
Two Sigma Securities, LLC 0.79% Add +129.6% 63,635 $5.2M
Chemung Canal Trust Co. 1.14% Add +97.5% 63,292 $5.2M
Destination Wealth Management 0.16% Add +1.7% 63,140 $5.2M
NWF Advisory Services Inc. 0.72% Reduce -1.2% 62,862 $5.1M
Algorithmic Investment Models, LLC 3.77% Reduce -13.8% 62,593 $5.1M
Capula Management Ltd 0.04% New 62,386 $5.1M
National Bank of Canada 0.01% Add +224.6% 61,298 $5.0M
Fca Corp. 1.59% Reduce -4.0% 60,923 $5.0M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -4.9% 60,791 $5.0M
Waverly Advisors, LLC 0.06% Add +3.6% 59,978 $4.9M
Winthrop Capital Management, LLC 1.34% Reduce -0.3% 59,841 $4.9M
SRB Corp. 0.32% Add +126.9% 59,584 $4.9M
Long Run Wealth Advisors, LLC 1.10% Add +2.7% 59,498 $4.9M
Sound View Wealth Advisors Group, LLC 0.40% Add +3.9% 59,117 $4.8M
Corient Private Wealth LP 0.01% Reduce -37.1% 57,543 $4.7M
Trilogy Capital Inc. 0.25% Reduce -17.0% 57,533 $4.7M
Lowe Brockenbrough & Co. Inc. 0.31% Reduce -4.8% 57,335 $4.7M
SMART Wealth LLC 1.67% Add +143.0% 56,930 $4.6M
Dakota Wealth Management 0.11% Add +5.6% 56,623 $4.6M
Focus Financial Network, Inc. 0.19% Add +0.6% 55,927 $4.6M
Jefferies Financial Group Inc. 0.08% Add +7.4% 55,723 $4.6M
Mitsubishi UFJ Asset Management (UK) Ltd. 2.47% Add +75.7% 55,700 $4.5M
Hudson Bay Capital Management LP 0.03% Reduce -31.3% 55,000 $4.5M
Martin & Co. Inc. 0.86% Add +1.8% 54,738 $4.5M
Baird Financial Group, Inc. 0.01% Add +22.8% 54,217 $4.4M
Callan Capital, LLC 0.32% Reduce -0.7% 53,214 $4.3M
Balyasny Asset Management L.P. 0.01% Reduce -78.7% 52,721 $4.3M
Tucker Asset Management LLC 1.39% Add +9736.0% 52,426 $4.3M
Associated Banc-Corp 0.13% Reduce -4.1% 52,211 $4.3M
State Street Corp. 0.00% Reduce -50.0% 51,682 $4.2M
Ellis Investment Partners, LLC 0.87% Add +20.8% 51,630 $4.2M
Pacific Capital Wealth Advisors, Inc. 0.73% Reduce -37.6% 51,590 $4.2M
Cresset Asset Management, LLC 0.02% Reduce -13.4% 51,292 $4.2M
MMBG Investment Advisors Co. 0.47% Reduce -0.1% 51,217 $4.2M
WBH Advisory Inc. 0.39% Reduce -1.4% 51,136 $4.2M
Farmers & Merchants Trust Co of Chambersburg PA 1.47% Add +45.1% 50,854 $4.2M
Founders Financial Securities LLC 0.35% Add +54.6% 50,735 $4.1M
Advisor Resource Council 0.33% New 70,913 $4.1M
Avantax Advisory Services, Inc. 0.02% Reduce -0.1% 49,591 $4.1M
Fifth Third Bancorp 0.02% Reduce -8.1% 49,152 $4.0M
Simmons Bank 0.30% Reduce -0.1% 49,140 $4.0M
Orange Investment Advisors, Inc. 0.47% Reduce -0.1% 48,661 $4.0M
Sabal Trust CO 0.22% Add +1.3% 48,522 $4.0M
Allspring Global Investments Holdings, LLC 0.01% Add +6.1% 48,317 $3.9M
Mission Hills Financial Advisory, LLC 2.74% Reduce -1.7% 48,306 $3.9M
SkyView Investment Advisors, LLC 0.59% Add +5.5% 47,898 $3.9M
Blue Chip Partners, LLC 0.33% Add +42.9% 47,135 $3.8M
Cerity Partners LLC 0.01% Reduce -1.9% 46,835 $3.8M
Providence First Trust Co 1.54% Reduce -0.2% 46,601 $3.8M
Franklin Resources Inc. 0.00% Add +21.6% 46,364 $3.8M
CreativeOne Wealth, LLC 0.11% Add +16.1% 46,033 $3.8M
Toth Financial Advisory Corp. 0.45% Add +1.6% 45,847 $3.7M
Pallas Capital Advisors LLC 0.16% Reduce -8.3% 45,773 $3.7M
Vista Finance, LLC 3.24% Reduce -0.3% 45,739 $3.7M
Tidal Investments LLC 0.03% Add +61.5% 45,370 $3.7M
WINTON GROUP Ltd 0.23% New 45,341 $3.7M
Synovus Financial Corp. 0.05% Add +0.2% 45,330 $3.7M
Apexium Financial, LP 0.22% Add +3.7% 45,201 $3.7M
Centaurus Financial, Inc. 0.22% Add +2.7% 45,041 $3.7M
Capital Advantage, Inc. 0.67% No change 46,667 $3.7M
Transcend Capital Advisors, LLC 0.26% Reduce -3.4% 44,532 $3.6M
Benjamin Edwards Inc. 0.05% Add +26.6% 44,384 $3.6M
Stockman Wealth Management, Inc. 0.53% Reduce -5.1% 44,079 $3.6M
Yelin Lapidot Holdings Management Ltd. 0.69% No change 43,611 $3.6M
Canton Hathaway, LLC 0.72% Reduce -2.5% 43,421 $3.5M
AE Wealth Management LLC 0.03% Add +6.4% 42,516 $3.5M
Cibc World Market Inc. 0.01% Add +9.4% 42,365 $3.5M
Main Street Financial Solutions, LLC 0.30% Add +8.0% 42,289 $3.5M
Lodge Hill Capital, LLC 0.81% Add +192.6% 42,130 $3.4M
Integrated Advisors Network LLC 0.17% Add +29.5% 42,128 $3.4M
GWN Securities Inc. 0.19% Add +1332.7% 42,824 $3.4M
Polymer Capital Management (HK) LTD 0.58% Add +34.8% 41,100 $3.4M
PCG Wealth Advisors, LLC 1.16% Reduce -5.9% 40,736 $3.3M
Sykon Capital LLC 1.25% Reduce -13.6% 40,171 $3.3M
Delos Wealth Advisors, LLC 2.55% Reduce -0.1% 39,510 $3.2M
TD Waterhouse Canada Inc. 0.03% Add +76.5% 39,177 $3.2M
Capital Advisors Wealth Management, LLC 0.56% Add +7.1% 39,066 $3.2M
3EDGE Asset Management, LP 0.21% Add +63.4% 39,234 $3.2M
Granite Harbor Advisors, Inc. 1.68% Add +1.5% 38,662 $3.2M
First Financial Bank - Trust Division 0.31% Reduce -0.1% 38,609 $3.2M
Astor Investment Management LLC 1.67% New 38,422 $3.1M
Cedar Mountain Advisors, LLC 0.69% Add +5.2% 37,835 $3.1M
Brevan Howard Capital Management LP 0.09% New 37,685 $3.1M
CTC Alternative Strategies, Ltd. 3.76% Add +96.0% 37,624 $3.1M
Wealthcare Advisory Partners LLC 0.08% Add +11.7% 37,491 $3.1M
Summit Financial, LLC 0.09% Reduce -0.3% 37,450 $3.1M
Arkadios Wealth Advisors 0.11% Add +31.9% 36,840 $3.0M
Retirement Planning Group, LLC 0.14% Reduce -7.3% 36,665 $3.0M
Freedom Investment Management, Inc. 0.25% Reduce -5.1% 36,161 $3.0M
Horizon Investments, LLC 0.09% Add +53.7% 35,929 $2.9M
Tiaa Trust, National Association 0.01% Add +16.8% 35,666 $2.9M
Manchester Capital Management LLC 0.36% Add +1.3% 35,622 $2.9M
Peterson Wealth Management 1.95% Add +1.5% 35,545 $2.9M
1607 Capital Partners, LLC 0.23% New 35,090 $2.9M
Global View Capital Management LLC 1.03% Add +513.0% 34,609 $2.8M
Apollon Financial, LLC 0.67% Reduce -6.8% 34,469 $2.8M
Allred Capital Management, LLC 1.12% Reduce -0.8% 34,227 $2.8M
Berger Financial Group, Inc 0.19% Reduce -5.5% 34,180 $2.8M
RPg Family Wealth Advisory, LLC 0.79% Add +37.6% 33,878 $2.8M
Ethos Financial Group, LLC 0.26% New 33,748 $2.8M
AMG National Trust Bank 0.08% Reduce -2.3% 33,598 $2.7M
Everstar Asset Management, LLC 1.81% Add +5.3% 33,514 $2.7M
Financial Counselors Inc. 0.04% Reduce -0.3% 33,490 $2.7M
Cwm, LLC 0.01% Reduce -13.8% 33,339 $2.7M
Magnus Financial Group LLC 0.26% Add +18.3% 33,010 $2.7M
Butensky & Cohen Financial Security, Inc. 0.82% Add +2.4% 32,931 $2.7M
Schwarz Dygos Wheeler Investment Advisors LLC 0.64% No change 32,683 $2.7M
Citizens Financial Group Inc. 0.05% Reduce -8.4% 32,635 $2.7M
Acima Private Wealth, LLC 0.96% No change 32,625 $2.7M
Prosperity Consulting Group, LLC 0.21% Reduce -10.1% 32,512 $2.7M
Helium Advisors LLC 1.90% Add +14.2% 31,895 $2.6M
Perbak Capital Partners LLP 1.92% Reduce -65.5% 31,730 $2.6M
HRT Financial LP 0.02% New 31,650 $2.6M
BlueCrest Capital Management Ltd 0.52% New 31,290 $2.6M
WP Advisors, LLC 0.85% Add +0.5% 31,152 $2.5M
TCV Trust & Wealth Management, Inc. 0.24% Reduce -0.4% 31,115 $2.5M
Signal Advisors Wealth, LLC 0.25% Reduce -35.7% 30,957 $2.5M
Quantinno Capital Management LP 0.02% Reduce -9.3% 30,883 $2.5M
CX Institutional 0.09% Add +10.1% 30,634 $2.5M
Tritonpoint Wealth, LLC 0.24% Reduce -1.6% 30,529 $2.5M
Asset Advisors Investment Management, LLC 0.26% Add +2.5% 30,461 $2.5M
Stratos Wealth Partners, LTD. 0.04% Reduce -1.7% 30,407 $2.5M
Talon Private Wealth, LLC 0.33% Reduce -22.5% 30,406 $2.5M
&partners 0.03% Reduce -44.7% 30,985 $2.5M
Wealthfront Advisers LLC 0.01% Add +47.2% 30,007 $2.5M
Sage Capital Advisors,llc 0.64% Reduce -10.9% 30,003 $2.5M
GenTrust, LLC 0.12% Reduce -25.5% 29,666 $2.4M
Ausdal Financial Partners, Inc. 0.18% Reduce -8.9% 29,649 $2.4M
Retirement Guys Formula LLC 1.20% Reduce -3.8% 29,511 $2.4M
Verus Capital Partners, LLC 0.24% Reduce -2.3% 29,416 $2.4M
Lido Advisors, LLC 0.01% Add +84.9% 29,333 $2.4M
Banco Santander, S.A. 0.03% Add +53.6% 29,309 $2.4M
Diversified Enterprises, LLC 0.20% Reduce -2.6% 28,988 $2.4M
Silver Oak Securities, Incorporated 0.22% Add +4.1% 29,153 $2.3M
Legacy Advisors, LLC 0.24% Add +0.0% 28,513 $2.3M
Venturi Wealth Management, LLC 0.12% Add +36.4% 28,496 $2.3M
UNIVEST FINANCIAL Corp 0.15% Reduce -80.3% 28,183 $2.3M
WESPAC Advisors SoCal, LLC 0.60% Add +40.8% 28,127 $2.3M
Stephens Inc. 0.03% Reduce -25.7% 28,108 $2.3M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.35% Reduce -0.9% 28,032 $2.3M
Graham Capital Management, L.P. 0.11% New 28,000 $2.3M
M&T Bank Corp 0.01% Reduce -46.3% 27,931 $2.3M
Twin Focus Capital Partners, LLC 0.35% Reduce -6.3% 27,923 $2.3M
Sequoia Financial Advisors, LLC 0.02% Reduce -14.9% 27,841 $2.3M
Private Wealth Group, LLC 1.33% Reduce -25.3% 27,795 $2.3M
Axxcess Wealth Management, LLC 0.06% Reduce -10.8% 27,768 $2.3M
Sepio Capital, LP 0.18% Reduce -3.6% 27,726 $2.3M
FIL Ltd 0.00% Reduce -5.1% 27,608 $2.3M
Kestra Private Wealth Services, LLC 0.04% Reduce -8.2% 27,575 $2.3M
Nelson Capital Management, LLC 0.39% Add +7.8% 27,529 $2.2M
Transamerica Financial Advisors, LLC 0.23% Add +66.6% 27,188 $2.2M
CoreCap Advisors, LLC 0.10% Reduce -34.7% 27,069 $2.2M
Western Wealth Management, LLC 0.15% Reduce -14.1% 26,932 $2.2M
Park Edge Advisors, LLC 0.61% New 26,894 $2.2M
Camelot Technology Advisors, Inc. 2.03% Add +0.4% 26,881 $2.2M
Essex LLC 0.47% Add +31.1% 26,688 $2.2M
Primoris Wealth Advisors, LLC 1.69% Reduce -0.5% 26,663 $2.2M
Busey Bank 0.07% Add +0.3% 26,623 $2.2M
Bank of New York Mellon Corp 0.00% Reduce -2.0% 26,537 $2.2M
Massachusetts Wealth Management 1.49% Add +4.4% 26,517 $2.2M
First Trust Advisors LP 0.00% Add +11.6% 26,506 $2.2M
Keybank National Association 0.01% Reduce -10.5% 26,449 $2.2M
Regal Investment Advisors LLC 0.17% Reduce -37.4% 26,081 $2.1M
Laurel Wealth Advisors LLC 0.33% Add +0.3% 25,815 $2.1M
Vectors Research Management, LLC 0.73% Reduce -28.9% 25,485 $2.1M
Ignite Planners, LLC 0.41% Add +1.5% 25,556 $2.1M
Sharpepoint LLC 1.82% Add +1.9% 25,500 $2.1M
Wbi Investments, LLC 0.54% Add +27.9% 25,202 $2.1M
Interactive Financial Advisors, Inc. 1.08% Reduce -3.2% 25,009 $2.0M
Beaumont Financial Advisors, LLC 0.16% Reduce -0.5% 24,941 $2.0M
Ledyard National Bank 0.20% Reduce -4.5% 24,901 $2.0M
Afg Fiduciary Services Limited Partnership 1.49% Reduce -1.5% 25,558 $2.0M
Clear Creek Financial Management, LLC 0.21% Reduce -6.5% 24,727 $2.0M
Flagstar Securities, Inc. 0.51% Add +1.9% 24,377 $2.0M
Captrust Financial Advisors 0.01% Reduce -3.8% 24,363 $2.0M
Kennicott Capital Management LLC 1.28% Add +43.6% 24,061 $2.0M
Sowell Financial Services LLC 0.09% Add +0.2% 24,055 $2.0M
CWC Advisors, LLC. 1.11% Add +56.3% 23,965 $2.0M
Colton Groome Financial Advisors, LLC 0.76% Reduce -6.8% 23,831 $2.0M
Mutual Advisors, LLC 0.06% Add +28.4% 23,880 $1.9M
Fluent Financial, LLC 0.83% Reduce -83.1% 23,439 $1.9M
Capstone Wealth Management Group LLC 1.50% Add +0.9% 23,026 $1.9M
Advisor OS, LLC 0.21% New 22,892 $1.9M
Dorsey & Whitney Trust CO LLC 0.11% Reduce -5.2% 22,868 $1.9M
Magnolia Capital Management Ltd. 1.60% Add +4.6% 22,800 $1.9M
Evercore Wealth Management, LLC 0.03% Reduce -4.6% 22,771 $1.9M
Climber Capital SA 1.46% New 25,805 $1.9M
M3 Advisory Group, LLC 1.46% Reduce -0.1% 22,698 $1.9M
Carnegie Investment Counsel 0.04% Reduce -11.6% 23,723 $1.8M
Encompass More Asset Management 0.55% Add +253.7% 22,519 $1.8M
Navis Wealth Advisors, LLC 1.81% Add +0.5% 22,512 $1.8M
Virtue Capital Management, LLC 0.21% Add +7.7% 22,303 $1.8M
Financial Advocates Investment Management 0.13% Reduce -33.1% 22,209 $1.8M
Trust Co 0.22% Reduce -41.6% 22,179 $1.8M
Merit Financial Group, LLC 0.03% Reduce -6.8% 22,154 $1.8M
Ranch Capital Advisors Inc. 0.86% Add +0.7% 22,146 $1.8M
Mercer Global Advisors Inc. 0.00% Reduce -14.4% 21,896 $1.8M
JBGlobal.com LLC 1.86% No change 21,850 $1.8M
Federation des caisses Desjardins du Quebec 0.01% Reduce -2.5% 21,779 $1.8M
GeoWealth Management, LLC 0.07% Reduce -17.1% 21,710 $1.8M
Shepherd Financial Partners LLC 0.21% Add +0.1% 21,605 $1.8M
CMG Global Holdings, LLC 1.14% Add +16.3% 21,580 $1.7M
Zullo Investment Group, Inc. 0.75% Add +0.4% 21,341 $1.7M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -16.8% 21,301 $1.7M
First Horizon Advisors, Inc. 0.05% Reduce -0.6% 21,294 $1.7M
Altfest L J & Co. Inc. 0.22% New 21,197 $1.7M
Blair William & Co. 0.01% Reduce -11.4% 21,149 $1.7M
Old Second National Bank of Aurora 0.41% Add +3.8% 21,099 $1.7M
Affiance Financial, LLC 0.40% Reduce -6.6% 20,840 $1.7M
Ameritas Advisory Services, LLC 0.07% Reduce -27.9% 21,095 $1.7M
CENTRAL TRUST Co 0.04% Add +0.8% 20,698 $1.7M
Moulton Wealth Management, Inc. 1.28% Reduce -37.7% 20,482 $1.7M
Cary Street Partners Financial LLC 0.05% Reduce -5.2% 20,404 $1.7M
Westside Investment Management, Inc. 0.35% Add +8.4% 20,400 $1.7M
Atlas Capital Advisors Inc. 0.21% Reduce -8.4% 20,372 $1.7M
Ami Investment Management Inc. 0.54% Add +6.0% 20,354 $1.7M
Counterweight Ventures, LLC 1.19% Add +3.9% 20,246 $1.7M
Elevation Point Wealth Partners, LLC 0.14% Reduce -2.0% 20,210 $1.7M
Miller Investment Management, LP 0.18% Reduce -0.5% 20,159 $1.6M
Bfsg, LLC 0.20% Reduce -5.1% 20,106 $1.6M
Summit Trail Advisors, LLC 0.05% Reduce -59.4% 20,097 $1.6M
Harbour Investments, Inc. 0.05% Reduce -26.4% 19,786 $1.6M
Mill Creek Capital Advisors, LLC 0.04% Reduce -25.7% 19,713 $1.6M
Integrity Alliance, Llc. 0.06% New 19,712 $1.6M
Straightline Group LLC 1.03% Add +12.9% 19,909 $1.6M
Marex Group Ltd 0.03% Add +7.9% 19,538 $1.6M
Scotia Capital Inc. 0.01% Reduce -3.0% 19,371 $1.6M
III Capital Management 0.56% Reduce -70.0% 19,300 $1.6M
Wolverine Trading, LLC 0.05% Reduce -29.1% 19,520 $1.6M
Cooksen Wealth, LLC 1.59% Reduce -15.5% 20,523 $1.6M
McKinley Carter Wealth Services, Inc. 0.10% Reduce -15.6% 19,062 $1.6M
U.S. Capital Wealth Advisors, LLC 0.05% Add +19.0% 18,964 $1.5M
Worth Asset Management, LLC 0.85% New 18,958 $1.5M
Advyzon Investment Management, LLC 0.54% Add +21.9% 18,869 $1.5M
Fourth Dimension Wealth, LLC 0.74% Reduce -19.9% 18,848 $1.5M
MV Capital Management, Inc. 0.17% Reduce -39.3% 18,832 $1.5M
Moloney Securities Asset Management, LLC 0.21% Add +1.0% 18,542 $1.5M
Horizon Financial Services, LLC 0.84% Add +3.5% 18,500 $1.5M
Hilltop Holdings Inc. 0.10% Add +38.0% 18,450 $1.5M
Chesapeake Wealth Management 0.53% Reduce -4.9% 18,033 $1.5M
Crescent Grove Advisors, LLC 0.15% Add +3.5% 17,955 $1.5M
Planning Directions Inc. 0.62% Reduce -2.9% 17,889 $1.5M
Engineers Gate Manager LP 0.02% New 17,830 $1.5M
Choate Investment Advisors 0.04% No change 17,792 $1.5M
AQR Capital Management 0.00% Add +4.6% 17,777 $1.5M
Per Stirling Capital Management, LLC. 0.21% New 17,756 $1.5M
Fiduciary Group, LLC 0.14% Add +20.9% 17,688 $1.4M
Moore Capital Management, LP 0.06% New 17,676 $1.4M
Credit Agricole S A 0.01% Add +3.2% 17,670 $1.4M
MontVue Capital Management, Inc. 1.15% Reduce -0.9% 17,632 $1.4M
First National Bank of Hutchinson 0.95% Add +2.5% 17,585 $1.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -52.4% 17,515 $1.4M
HBW Advisory Services LLC 0.20% Reduce -6.0% 17,366 $1.4M
Glenmede Trust Co. NA 0.01% Reduce -2.2% 17,352 $1.4M
CIBC Private Wealth Group LLC 0.00% Reduce -7.8% 18,336 $1.4M
HB Wealth Management, LLC 0.01% Add +24.6% 16,886 $1.4M
V2 Financial group LLC 0.89% Add +5.2% 16,882 $1.4M
Milestone Asset Management, LLC 0.29% New 16,754 $1.4M
Mechanics Bank Trust Department 0.19% Reduce -3.8% 16,750 $1.4M
Hudock, Inc. 0.24% Add +4.7% 16,618 $1.4M
Lanark Financial, Inc. 0.12% — 16,595 $1.4M
Tudor Investment Corporation 0.01% Reduce -79.2% 16,590 $1.4M
Byrne Financial Freedom, LLC 0.76% Add +9.8% 16,410 $1.3M
Guardian Asset Advisors, LLC 0.86% New 16,182 $1.3M
Wilmington Savings Fund Society, FSB 0.02% Reduce -0.0% 16,114 $1.3M
High Note Wealth, LLC 0.33% Reduce -4.2% 16,081 $1.3M
Weaver Capital Management LLC 0.35% Reduce -0.5% 16,066 $1.3M
Spreng Capital Management, Inc. 0.61% Reduce -3.5% 16,052 $1.3M
PFG Investments, LLC 0.08% Add +9.9% 15,884 $1.3M
Aveo Capital Partners, LLC 0.21% Add +49.0% 15,860 $1.3M
Johnson Investment Counsel Inc. 0.01% Reduce -6.2% 15,809 $1.3M
Verdence Capital Advisors LLC 0.10% Add +108.1% 15,798 $1.3M
Banque Pictet & Cie SA 0.01% No change 15,790 $1.3M
Boltwood Capital Management 0.39% Add +1.8% 15,761 $1.3M
RFG Advisory, LLC 0.03% Reduce -61.1% 15,755 $1.3M
Rational Advisors, Inc. 0.13% Add +35.5% 15,751 $1.3M
Asset Allocation Strategies LLC 0.32% Reduce -14.6% 15,655 $1.3M
Caprock Group, LLC 0.04% Reduce -1.9% 15,622 $1.3M
Midwest Financial Group LLC 0.74% Reduce -1.3% 15,565 $1.3M
Creative Financial Designs Inc. 0.10% Reduce -41.6% 15,533 $1.3M
Quest 10 Wealth Builders, Inc. 1.35% Reduce -4.6% 15,471 $1.3M
Meridian Wealth Management, LLC 0.06% Add +0.3% 15,252 $1.2M
Maridea Wealth Management LLC 0.41% Add +40.5% 15,250 $1.2M
Nations Financial Group Inc, /Ia/ 0.10% Reduce -2.9% 15,249 $1.2M
Brown, Lisle/Cummings, Inc. 0.36% No change 15,208 $1.2M
O'shaughnessy Asset Management, LLC 0.01% Add +9.6% 15,043 $1.2M
Parkside Investments, LLC 0.18% New 15,000 $1.2M
Analyst IMS Investment Management Services Ltd. 0.05% Add +400.2% 14,970 $1.2M
Colony Family Offices, LLC 0.38% Reduce -8.4% 14,917 $1.2M
Ashton Thomas Securities, LLC 0.33% Reduce -9.5% 14,742 $1.2M
Cushing Capital Partners, LLC 1.07% Add +0.4% 14,643 $1.2M
Gladstone Institutional Advisory LLC 0.06% Reduce -7.1% 14,592 $1.2M
Wedmont Private Capital 0.06% Reduce -0.7% 14,773 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -84.3% 14,531 $1.2M
10Elms LLP 1.40% Add +2.4% 14,459 $1.2M
Darwin Wealth Management, LLC 0.39% No change 14,918 $1.2M
Belpointe Asset Management LLC 0.06% Add +29.5% 14,372 $1.2M
Personal Cfo Solutions, LLC 0.24% Reduce -1.5% 14,312 $1.2M
Jackson Hole Capital Partners, LLC 0.23% Reduce -0.1% 14,235 $1.2M
Sound Income Strategies, LLC 0.07% Add +945.0% 14,076 $1.1M
Commerce Bank 0.01% Reduce -1.6% 14,054 $1.1M
Glass Jacobson Investment Advisors llc 0.37% No change 14,322 $1.1M
Crews Bank & Trust 0.19% Reduce -2.0% 13,596 $1.1M
PCG Asset Management, LLC 1.04% Reduce -0.9% 13,584 $1.1M
RiverGlades Family Offices LLC 0.80% Reduce -0.2% 13,575 $1.1M
Orion Porfolio Solutions, LLC 0.01% Reduce -87.2% 13,562 $1.1M
Orion Portfolio Solutions, LLC 0.01% Reduce -87.2% 13,562 $1.1M
RDA Financial Network 0.33% Reduce -0.7% 13,512 $1.1M
Stratos Wealth Advisors, LLC 0.06% Add +36.4% 13,456 $1.1M
Objective Capital Management, LLC 1.40% Add +0.1% 13,408 $1.1M
Kanawha Capital Management LLC 0.08% No change 13,366 $1.1M
Syon Capital LLC 0.09% Reduce -25.1% 13,302 $1.1M
Valeo Financial Advisors, LLC 0.03% Reduce -0.0% 13,259 $1.1M
OneAscent Financial Services LLC 0.07% Add +1.4% 13,114 $1.1M
Windsor Capital Management, LLC 0.33% Add +0.8% 12,990 $1.1M
Calton & Associates, Inc. 0.24% Add +36.7% 12,962 $1.1M
Uptick Partners, LLC 0.36% Add +7.2% 12,945 $1.1M
Purus Wealth Management, LLC 0.44% Reduce -1.9% 12,743 $1.0M
Kovack Advisors, Inc. 0.11% Reduce -6.2% 12,680 $1.0M
XTX Topco Ltd 0.05% New 12,571 $1.0M
Iyo Bank, Ltd. 0.33% New 12,493 $1.0M
Waldron Private Wealth LLC 0.05% Add +9.9% 12,489 $1.0M
Huntington National Bank 0.01% Reduce -26.2% 12,456 $1.0M
RoundAngle Advisors LLC 0.93% Add +2.4% 12,444 $1.0M
Capital Management Associates, Inc 0.23% Add +117.0% 12,350 $1.0M
Simplicity Wealth,LLC 0.08% New 12,161 $993K
Avior Wealth Management, LLC 0.04% Add +36.3% 12,156 $993K
D.A. Davidson & Co. 0.01% Reduce -9.9% 12,134 $991K
Oppenheimer & Co. Inc. 0.01% Reduce -4.5% 12,131 $991K
PFG Advisors 0.06% Reduce -1.8% 12,110 $989K
Capital Analysts, LLC 0.04% Reduce -19.6% 12,100 $988K
Armstrong, Fleming & Moore, Inc 1.19% New 11,993 $979K
Provida Pension Fund Administrator 0.02% No change 11,905 $972K
Golden State Wealth Management, LLC 0.14% Add +0.4% 11,865 $969K
StoneX Group Inc. 0.05% Add +67.4% 11,785 $963K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -48.6% 11,777 $962K
ARS Investment Partners, LLC 0.09% No change 12,234 $962K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -81.6% 11,734 $958K
Donald L. Hagan, LLC 0.50% Reduce -3.9% 11,728 $958K
World Investment Advisors 0.02% Reduce -1.8% 11,667 $953K
Sig Brokerage, LP 0.28% New 11,663 $953K
Okabena Investment Services Inc. 0.24% Add +0.7% 11,616 $949K
Hills Bank & Trust Co 0.07% Reduce -16.4% 11,607 $948K
Crestwood Advisors Group, LLC 0.02% Add +12.8% 11,582 $946K
New Wave Wealth Advisors LLC 0.42% Add +22.2% 11,578 $946K
Ieq Capital, LLC 0.01% Add +32.6% 11,562 $944K
D L Carlson Investment Group Inc. 0.18% Reduce -18.9% 11,433 $934K
Lindbrook Capital, LLC 0.09% Add +3580.7% 11,410 $932K
O'ROURKE & COMPANY, Inc 0.46% Add +0.2% 11,347 $927K
Richard W. Paul & Associates, LLC 0.36% Reduce -68.1% 11,264 $920K
Quantessence Capital LLC 0.23% Add +62.2% 11,256 $919K
Prospera Financial Services Inc 0.02% Reduce -2.6% 11,254 $919K
Pine Valley Investments Ltd Liability Co 0.06% Reduce -2.6% 11,226 $917K
Hengehold Capital Management LLC 0.09% Reduce -2.9% 11,197 $914K
Gradient Capital Advisors, LLC 0.30% Add +0.0% 11,197 $914K
Keebeck Wealth Management 0.13% Reduce -37.5% 11,182 $913K
AAFMAA Wealth Management & Trust LLC 0.41% Reduce -22.2% 11,152 $911K
Beacon Pointe Advisors, LLC 0.01% Reduce -0.0% 11,117 $908K
Bryn Mawr Trust Advisors, LLC 0.05% Reduce -6.8% 11,112 $908K
Mission Creek Capital Partners, Inc. 0.22% Reduce -0.1% 11,106 $907K
Sovran Advisors, LLC 0.12% Add +12.1% 11,047 $904K
L.M. Kohn & Company 0.24% Add +0.5% 11,032 $901K
Koshinski Asset Management, Inc. 0.08% Add +56.1% 11,031 $901K
Burford Brothers, Inc. 0.44% Reduce -15.6% 10,999 $898K
Plimoth Trust Co. LLC 0.23% Add +8.8% 10,998 $898K
SCS Capital Management LLC 0.01% New 10,964 $895K
GPS Wealth Strategies Group, LLC 0.12% Reduce -8.0% 10,932 $893K
Militia Capital Partners, LP 0.72% New 10,900 $890K
Choreo, LLC 0.01% Add +3.7% 10,852 $886K
First Manhattan Co. Llc. 0.00% Add +0.1% 10,777 $880K
Curat Global, LLC 1.07% — 10,772 $880K
Keystone Financial Group 0.09% Add +1.0% 10,665 $871K
Nikulski Financial, Inc. 0.26% Add +1.1% 10,660 $871K
Breed's Hill Capital LLC 0.47% No change 10,659 $871K
Sandy Spring Bank 0.04% Reduce -1.4% 10,658 $870K
MTM Investment Management, LLC 0.34% Reduce -0.9% 10,597 $867K
Jacobi Capital Management LLC 0.06% Reduce -36.1% 10,604 $866K
Nwam LLC 0.07% Add +1.2% 10,555 $862K
Bokf, NA 0.02% Reduce -4.6% 10,527 $860K
Financial & Tax Architects, LLC 0.21% Add +18.0% 10,455 $854K
Headlands Technologies LLC 0.10% New 10,413 $850K
Jackson, Grant Investment Advisers, Inc. 0.33% Add +0.3% 10,389 $848K
International Assets Investment Management, LLC 0.07% Add +15.3% 10,359 $846K
Allworth Financial LP 0.00% Reduce -0.3% 10,419 $844K
Founders Grove Wealth Partners, LLC 0.23% Add +1.8% 10,317 $843K
NCM Capital Management, LLC 0.38% Add +7.0% 10,239 $836K
Thoroughbred Financial Services, LLC 0.05% Add +6.9% 10,229 $835K
Foguth Wealth Management, LLC. 0.20% Reduce -63.9% 10,114 $826K
Mgo One Seven LLC 0.03% Add +7.2% 10,039 $820K
Runnymede Capital Advisors, Inc. 0.78% No change 10,000 $817K
Redwood Financial Network Corp 0.61% Add +3.8% 9,872 $806K
Crew Capital Management, Ltd 0.66% Add +2.8% 9,804 $801K
Intrepid Financial Planning Group LLC 0.37% Reduce -2.7% 9,801 $800K
Strategic Financial Concepts, LLC 0.15% Add +3.6% 9,610 $785K
Marcum Wealth, LLC 0.07% Reduce -1.4% 9,503 $776K
Howe & Rusling Inc. 0.07% Add +323.4% 9,497 $776K
Evanson Asset Management, LLC 0.05% Add +0.3% 9,485 $775K
Florida Financial Advisors, LLC 0.30% Add +65.0% 9,456 $772K
Rehmann Capital Advisory Group 0.05% Add +7.0% 9,386 $767K
Brendel Financial Advisors LLC 0.47% New 9,376 $766K
McAdam, LLC 0.05% Reduce -25.4% 9,347 $763K
Managed Asset Portfolios, LLC 0.11% Reduce -5.1% 9,320 $761K
Investment Advisory Group, LLC 0.25% Add +0.4% 9,315 $761K
Csenge Advisory Group 0.04% Add +54.0% 9,263 $758K
HSBC Holdings PLC 0.00% Reduce -89.1% 9,151 $747K
Monetary Management Group Inc. 0.20% Add +1.7% 9,135 $746K
Perigon Wealth Management, LLC 0.02% Reduce -3.0% 9,113 $744K
Mathes Company, Inc. 0.30% No change 9,050 $739K
Narwhal Capital Management 0.07% No change 9,044 $739K
Roble, Belko & Company, Inc 0.12% Reduce -8.9% 9,036 $738K
Mission Wealth Management, LP 0.02% Add +11.1% 9,035 $738K
Fulcrum Equity Management 0.80% New 8,969 $732K
Soltis Investment Advisors LLC 0.07% Reduce -20.1% 8,960 $732K
Gotham Asset Management 0.01% New 8,799 $719K
Capital Advisors, Ltd. LLC 0.09% No change 8,778 $717K
Fiduciary Trust Co 0.01% Reduce -1.7% 8,774 $717K
Montag A & Associates Inc. 0.04% Add +0.1% 8,756 $715K
Moors & Cabot, Inc. 0.04% Add +25.7% 8,752 $715K
4WEALTH Advisors, Inc. 0.79% Reduce -17.7% 8,746 $714K
Arete Wealth Advisors, LLC 0.05% Reduce -5.2% 8,740 $714K
Wealthspire Advisors, LLC 0.00% Reduce -1.1% 8,723 $712K
Courier Capital LLC 0.05% Reduce -53.5% 8,674 $708K
IFP Advisors, Inc 0.02% Add +41.4% 8,673 $708K
Wedbush Securities Inc. 0.03% Reduce -5.8% 8,652 $707K
Capstone Wealth Management Group, LLC 0.40% Reduce -82.5% 8,585 $701K
Great Valley Advisor Group, Inc. 0.02% Reduce -10.0% 8,568 $700K
JFS Wealth Advisors, LLC 0.05% Add +0.7% 8,562 $699K
Measured Risk Portfolios, Inc. 0.75% Reduce -3.0% 8,542 $698K
ORG Partners LLC 0.18% Add +24.1% 8,534 $696K
Bricktown Capital, LLC 0.13% No change 8,508 $695K
Providence Capital Advisors, LLC 0.14% Add +2.4% 8,398 $686K
Axecap Investments, LLC 0.58% Add +1.9% 8,380 $684K
Thomasville National Bank 0.05% No change 8,352 $682K
Madden Advisory Services, Inc. 0.32% Add +2.5% 8,348 $682K
Northwestern Mutual Wealth Management Co. 0.00% Add +4.1% 8,321 $680K
McGuire Investment Group, LLC 0.10% Add +5.3% 8,222 $671K
Brighton Jones LLC 0.02% Add +35.1% 8,189 $669K
One Charles Private Wealth Services, LLC 0.22% Add +2.2% 8,168 $667K
Valmark Advisers, Inc. 0.01% Reduce -14.0% 8,147 $665K
Eagle Strategies LLC 0.12% Add +1.0% 8,106 $662K
Journey Strategic Wealth LLC 0.02% Add +15.1% 8,104 $662K
Phillips Wealth Planners LLC 0.70% Reduce -4.9% 8,237 $662K
Pinnacle Associates Ltd. 0.01% Reduce -8.7% 8,074 $659K
Avidian Wealth Enterprises, LLC 0.03% Reduce -1.9% 8,065 $659K
Key Client Fiduciary Advisors, LLC 0.30% Add +8.0% 8,053 $658K
Levin Capital Strategies, L.P. 0.07% New 8,000 $653K
KKM Financial LLC 0.27% No change 7,959 $650K
Strategic Advisors LLC 0.12% Reduce -8.5% 7,906 $646K
Vaughan David Investments LLC 0.02% Reduce -76.8% 7,897 $645K
NBT Bank, N.A. 0.05% Add +0.1% 7,891 $644K
Signet Financial Management, LLC 0.09% Reduce -9.6% 7,874 $643K
River Street Advisors LLC 0.32% Add +10.2% 7,810 $638K
Grantvest Financial Group LLC 0.52% Reduce -1.2% 7,784 $636K
One Capital Management, LLC 0.02% Add +15.1% 7,741 $632K
Gallagher Capital Advisors, LLC 0.48% Add +0.5% 7,739 $632K
Gallagher Fiduciary Advisors, LLC 0.02% Add +0.3% 7,703 $629K
Diversify Advisory Services, LLC 0.04% Reduce -27.2% 7,682 $624K
Principal Securities, Inc. 0.01% No change 7,925 $623K
MKT Advisors LLC 0.29% Add +4.7% 8,018 $622K
Level Four Advisory Services, LLC 0.03% Add +9.1% 7,585 $619K
Triumph Capital Management 0.21% Add +1.5% 7,578 $619K
Swmg, LLC 0.25% Add +32.4% 7,651 $619K
Good Life Advisors, LLC 0.04% Reduce -9.3% 7,509 $613K
Wealth Effects LLC 0.25% Reduce -8.9% 7,347 $600K
Roberts Wealth Advisors, LLC 0.18% Reduce -1.2% 7,316 $598K
Whittier Trust Co. 0.01% Reduce -0.3% 7,254 $592K
Beacon Financial Advisory LLC 0.18% Add +0.1% 7,252 $592K
Palumbo Wealth Management LLC 0.20% Reduce -2.7% 7,247 $592K
Empirical Asset Management, LLC 0.20% No change 7,198 $588K
NorthCoast Asset Management LLC 0.00% Add +132.2% 7,130 $582K
Family Firm, Inc. 0.13% Add +0.5% 7,023 $574K
CWA Asset Management Group, LLC 0.03% Add +116.5% 7,005 $572K
Acropolis Investment Management, LLC 0.03% Reduce -5.1% 7,000 $572K
Watts Gwilliam & Co., LLC 0.12% Add +2.0% 6,897 $563K
Wealthedge Investment Advisors, LLC 0.25% Reduce -62.3% 6,866 $561K
Focus Partners Advisor Solutions, LLC 0.01% Add +36.3% 6,840 $559K
North Star Investment Management Corp. 0.04% Reduce -5.2% 6,814 $556K
MBA Advisors LLC 0.27% Reduce -0.1% 6,765 $552K
Atom Investors LP 0.07% New 6,725 $549K
Sequent Planning LLC 0.20% Add +35.6% 6,702 $547K
Creekmur Asset Management LLC 0.11% Add +0.4% 6,697 $547K
Grant/GrossMendelsohn, LLC 0.30% Reduce -18.0% 6,768 $547K
Foundations Investment Advisors, LLC 0.01% Reduce -96.7% 6,623 $541K
Constitution Capital LLC 0.30% Add +5.8% 6,602 $539K
Shulman DeMeo Asset Management LLC 0.15% Add +0.1% 6,578 $537K
Great Lakes Advisors, LLC 0.00% Reduce -91.4% 6,565 $536K
CHICAGO TRUST Co NA 0.10% No change 6,557 $536K
Mine & Arao Wealth Creation & Management, LLC. 0.26% Reduce -1.6% 6,525 $533K
Nova Wealth Management, Inc. 0.46% Add +10.4% 6,525 $533K
Ring Mountain Capital, LLC 0.40% Reduce -0.8% 6,504 $531K
Bailard, Inc. 0.01% Add +26.1% 6,479 $529K
Townsquare Capital LLC 0.01% Add +29.1% 6,475 $529K
Integral Investment Advisors, Inc. 0.17% Add +3.6% 6,451 $527K
Investment Partners, LTD. 0.22% Add +2.2% 6,436 $526K
EPG Wealth Management LLC 0.15% Reduce -37.3% 6,398 $523K
Peoples Bank 0.35% Add +46.5% 6,398 $523K
KG Capital Management 0.17% Add +0.1% 6,377 $521K
Allie Family Office LLC 0.29% Add +1.9% 6,369 $520K
Signature Estate & Investment Advisors LLC 0.01% Reduce -9.4% 6,366 $520K
Pinnacle Financial Partners Inc 0.01% Add +1.1% 6,357 $519K
Romano Brothers and Company 0.07% Add +5.4% 6,350 $519K
Platform Technology Partners 0.15% Reduce -0.8% 6,338 $518K
Wealthstar Advisors, LLC 0.24% Add +0.2% 6,330 $517K
Farther Finance Advisors, LLC 0.01% Add +34.6% 6,309 $516K
Moneta Group Investment Advisors LLC 0.01% Add +17.3% 6,316 $516K
BCS Wealth Management 0.13% Add +4.9% 6,268 $512K
Luminist Capital LLC 0.55% Reduce -49.1% 6,243 $511K
Jaffetilchin Investment Partners, LLC 0.04% Add +4.4% 6,219 $508K
Consolidated Portfolio Review Corp 0.08% Reduce -5.4% 6,120 $500K
Mma Asset Management LLC 0.21% Add +33.7% 6,119 $500K
Ally Invest Advisors Inc. 0.04% Reduce -1.8% 6,090 $497K
Bramshill Investments, LLC 0.05% Reduce -26.9% 6,000 $490K
Lynx Investment Advisory 0.33% New 5,996 $490K
Cullen/Frost Bankers, Inc. 0.01% Add +140.5% 5,972 $488K
Sherman Asset Management, Inc. 0.47% Reduce -13.1% 5,971 $488K
Legacies Wealth LLC 0.36% No change 5,882 $480K
Pinnacle Family Advisors, LLC 0.26% Add +28.6% 5,860 $479K
Allen Investment Management, LLC 0.01% No change 5,813 $475K
W.G. Shaheen & Associates DBA Whitney & Co 0.05% Add +36.0% 5,784 $472K
Costello Asset Management, INC 0.19% New 5,717 $467K
Florida Trust Wealth Management Co 0.02% Reduce -13.8% 5,703 $466K
Occidental Asset Management, LLC 0.07% Add +1.1% 5,676 $464K
Pacific Sun Financial Corp 0.26% Reduce -0.9% 5,675 $463K
Ascent Group, LLC 0.02% Add +0.1% 5,660 $462K
Chicago Partners Investment Group LLC 0.02% New 5,653 $461K
Manhattan West Asset Management, LLC 0.12% Reduce -6.6% 5,614 $459K
Ingalls & Snyder LLC 0.02% Add +3.5% 5,578 $456K
VCI Wealth Management LLC 0.19% Reduce -38.6% 5,583 $456K
Aurora Private Wealth, Inc. 0.36% Add +114.2% 5,556 $454K
Twin Peaks Wealth Advisors, LLC 0.21% Reduce -1.3% 5,600 $454K
Rothschild Wealth LLC 0.13% Reduce -0.8% 5,538 $452K
MSH Capital Advisors LLC 0.14% No change 5,526 $451K
Rockingstone Advisors LLC 0.20% Reduce -2.2% 5,521 $451K
Betterment LLC 0.00% New 5,462 $446K
BNP Paribas 0.02% Reduce -11.1% 5,414 $442K
First National Trust Co 0.02% No change 5,414 $442K
Visionary Wealth Advisors 0.03% Reduce -7.1% 5,370 $439K
Private Trust Co. NA 0.05% Reduce -37.5% 5,361 $438K
AdvisorNet Financial, Inc 0.03% Add +7.0% 5,360 $438K
Concorde Asset Management, LLC 0.23% New 5,477 $434K
LongView Wealth Management 0.13% Add +0.1% 5,314 $434K
Whitener Capital Management, Inc. 0.12% Add +6.2% 5,304 $433K
Keel Point, LLC 0.03% Add +31.8% 5,236 $428K
Spinnaker Investment Group, LLC 0.10% Reduce -8.2% 5,225 $427K
Orser Capital Management, LLC 0.31% No change 2,160 $427K
Quadcap Wealth Management, LLC 0.06% No change 5,207 $425K
Glen Eagle Advisors, LLC 0.07% No change 5,204 $425K
Shufro Rose & Co. LLC 0.03% Reduce -2.8% 5,185 $423K
JB Capital LLC 0.02% Reduce -0.8% 5,175 $423K
Larson Financial Group LLC 0.02% Reduce -23.1% 5,157 $421K
Thompson Davis & Co., Inc. 0.33% Add +13.8% 5,153 $421K
Agate Pass Investment Management, LLC 0.18% New 5,126 $419K
MRWM Advisors, LLC 0.29% New 5,121 $418K
Kagan Cocozza Asset Management 0.34% Reduce -3.4% 5,110 $417K
Transce3nd, LLC 0.19% Add +2293.9% 5,099 $416K
Snowden Capital Advisors LLC 0.01% Reduce -29.1% 5,063 $413K
Spirepoint Private Client, LLC 0.05% No change 5,040 $412K
Rappaport Reiches Capital Management, LLC 0.10% New 5,034 $411K
Castleview Partners, LLC 0.28% Reduce -77.7% 4,997 $408K
CGN Advisors LLC 0.04% Reduce -13.9% 4,964 $405K
Cullen Capital Management, LLC 0.00% Reduce -96.4% 4,954 $405K
Atlantic Union Bankshares Corp 0.02% No change 4,892 $400K
Capital Advisors Inc. 0.01% Reduce -0.2% 4,884 $399K
Northstar Financial Companies, Inc. 0.43% Reduce -3.0% 4,884 $399K
Trust Point Inc. 0.04% No change 4,877 $398K
SL Advisors, LLC 0.69% Add +0.0% 4,851 $396K
Contravisory Investment Management, Inc. 0.08% Add +100.2% 4,847 $396K
Pictet North America Advisors SA 0.04% Reduce -21.2% 4,839 $395K
Intrua Financial, LLC 0.06% Reduce -82.1% 4,807 $393K
Mayflower Financial Advisors, LLC 0.06% No change 4,784 $391K
James Investment Research, Inc. 0.05% Add +12.2% 4,745 $388K
Composition Wealth, LLC 0.01% New 4,741 $387K
D.B. Root & Company, LLC 0.12% Add +7.4% 4,716 $385K
Pinnacle Wealth Planning Services, Inc. 0.06% Reduce -4.2% 4,716 $385K
Smith Chas P & Associates Pa Cpas 0.02% Reduce -2.2% 4,669 $381K
Bradley Foster & Sargent Inc. 0.01% Reduce -3.5% 4,663 $381K
Fairvoy Private Wealth, LLC 0.10% Add +16.8% 4,650 $380K
Quadrant Private Wealth Management, LLC 0.09% Add +2.8% 4,640 $379K
Arrien Investments, Inc. 0.27% Reduce -26.3% 4,614 $377K
USA Financial Formulas 0.06% Reduce -8.3% 4,589 $375K
WASHINGTON TRUST Co 0.01% No change 4,580 $374K
Hancock Whitney Corp. 0.01% Reduce -12.1% 4,575 $374K
Vontobel Holding Ltd. 0.00% New 4,574 $374K
one8zero8, LLC 0.09% No change 4,562 $373K
Legacy Wealth Management, LLC 0.02% Reduce -1.4% 4,552 $372K
Paragon Financial Partners, Inc. 0.29% Reduce -24.0% 4,550 $372K
Smith, Moore & Co. 0.03% Add +2.3% 4,541 $371K
SOA Wealth Advisors, LLC. 0.08% Add +0.5% 4,534 $370K
Apollon Wealth Management, LLC 0.01% Reduce -20.3% 4,529 $370K
Accel Wealth Management 0.13% Add +0.1% 4,512 $369K
Rwa Wealth Partners, LLC 0.00% Reduce -2.0% 4,500 $368K
Certified Advisory Corp 0.04% Reduce -1.6% 4,461 $364K
First Nebraska Trust Co 0.04% Add +18.4% 4,459 $364K
Regions Financial Corp. 0.00% Reduce -24.9% 4,418 $361K
Argent Trust Co 0.01% Reduce -2.1% 4,417 $361K
One River Asset Management, LLC 1.33% Reduce -56.5% 4,486 $361K
Financial Partners Group, Inc 0.06% Add +3.0% 4,396 $359K
Potentia Wealth 0.16% Reduce -1.1% 4,307 $352K
Montecito Bank & Trust 0.06% Reduce -3.4% 4,303 $351K
Aptus Capital Advisors, LLC 0.00% Add +15.8% 4,166 $340K
Balboa Wealth Partners 0.08% Add +12.7% 4,165 $340K
Leo Wealth, LLC 0.05% Reduce -33.0% 4,152 $339K
Boothbay Fund Management, LLC 0.01% Reduce -84.4% 4,149 $339K
Whalerock Point Partners, LLC 0.08% No change 4,132 $337K
Orleans Capital Management Corp. 0.20% Reduce -32.6% 4,130 $337K
Global Financial Private Client, LLC 0.13% Add +335.2% 4,091 $334K
SeaCrest Wealth Management, LLC 0.04% Add +6.7% 4,079 $333K
Waterloo Capital, L.P. 0.03% Add +53.0% 4,067 $332K
Ipsen Advisor Group LLC 0.29% Add +0.5% 4,058 $331K
Tolleson Wealth Management, Inc. 0.06% No change 4,053 $331K
Brown Advisory Inc. 0.00% Add +48.4% 4,037 $330K
Inscription Capital, LLC 0.05% — 4,315 $330K
LFA - Lugano Financial Advisors SA 0.22% No change 4,000 $327K
Roehl & Yi Investment Advisors, LLC 0.18% No change 3,984 $325K
Lynch & Associates 0.07% No change 3,982 $325K
Mainstream Capital Management LLC 0.26% No change 3,977 $325K
Sava Infond d.o.o. 0.06% New 3,965 $324K
Independent Advisor Alliance 0.01% Reduce -96.6% 3,950 $323K
Simon Quick Advisors, LLC 0.02% Reduce -8.2% 3,924 $320K
Trivium Point Advisory, LLC 0.04% New 3,919 $320K
Smith Salley Wealth Management 0.02% Reduce -1.5% 3,916 $320K
Tepp RIA, LLC 0.43% Reduce -83.8% 3,911 $319K
Appleton Partners Inc. 0.02% Reduce -5.8% 3,908 $319K
Proffitt & Goodson Inc. 0.05% Reduce -10.7% 3,902 $319K
Sage Financial Management Group, Inc. 0.12% No change 3,888 $318K
Rockland Trust Co. 0.02% Reduce -28.1% 3,873 $316K
Capital Square, LLC 0.19% Add +12.9% 3,869 $316K
Narus Financial Partners, LLC 0.11% Reduce -45.0% 3,857 $315K
Confluence Wealth Services, Inc. 0.02% New 3,836 $314K
Coldstream Capital Management Inc. 0.01% Add +0.4% 3,838 $313K
HT Partners LLC 0.11% No change 3,824 $312K
Flputnam Investment Management Co. 0.01% Reduce -65.2% 3,801 $310K
Strategic Blueprint, LLC 0.02% Reduce -2.2% 3,775 $308K
Channel Wealth LLC 0.10% Reduce -30.4% 3,758 $307K
Geneos Wealth Management Inc. 0.01% No change 3,745 $306K
Herbst Group, LLC 0.22% Add +36.5% 3,739 $305K
Aries Wealth Management 0.08% Reduce -25.2% 3,723 $304K
Lyell Wealth Management, LP 0.03% Reduce -2.4% 3,696 $302K
Legacy Capital Group California, Inc. 0.10% New 3,691 $301K
Meridian Wealth Advisors, LLC 0.05% Add +2.8% 3,680 $301K
First International Bank & Trust 0.10% No change 3,677 $300K
Arrow Financial Corp 0.03% Reduce -37.9% 3,668 $300K
Lodestone Wealth Management LLC 0.16% Add +1.1% 3,652 $298K
Buck Wealth Strategies, LLC 0.05% New 3,621 $296K
Matthew Goff Investment Advisor, LLC 0.05% New 3,619 $296K
M.E. Allison & Co., Inc. 0.29% Add +4.5% 3,593 $293K
Sentinel Trust Co. Lba 0.03% No change 3,530 $288K
OneDigital Investment Advisors LLC 0.00% Add +9.2% 3,526 $288K
Gateway Wealth Partners, LLC 0.06% Reduce -7.4% 3,512 $287K
My Personal CFO, LLC 0.14% Add +0.4% 3,488 $285K
Venture Visionary Partners LLC 0.01% Reduce -6.0% 3,474 $284K
United Advisor Group, LLC 0.06% Reduce -8.3% 3,456 $282K
WealthBridge Capital Management, LLC 0.08% Add +8.9% 3,452 $282K
Addison Advisors LLC 0.08% Reduce -11.2% 3,442 $281K
Perennial Investment Advisors, LLC 0.03% Add +17.3% 3,426 $280K
Warner Financial, Inc. 0.12% No change 3,413 $279K
Empower Advisory Group, LLC 0.00% New 3,409 $278K
Tyche Wealth Partners LLC 0.06% Reduce -4.2% 3,407 $278K
Balanced Wealth Group LLC 0.13% Add +0.5% 3,404 $278K
Cornerstone Wealth Management, LLC 0.02% Add +0.1% 3,378 $276K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -17.3% 3,349 $273K
Enclave Advisors LLC 0.05% Reduce -63.5% 3,318 $271K
Kingswood Wealth Advisors, LLC 0.02% Reduce -16.2% 3,311 $270K
Maltin Wealth Management, Inc. 0.13% Add +2.0% 3,309 $270K
Harvey Capital Management Inc. 0.07% No change 3,300 $270K
Breakwater Capital Group 0.05% Reduce -17.3% 3,299 $269K
Burke & Herbert Bank & Trust Co. 0.06% No change 3,290 $269K
Rede Wealth, LLC 0.09% Add +28.2% 3,263 $266K
Savant Capital, LLC 0.00% Reduce -6.9% 3,263 $266K
Cherry Tree Wealth Management, LLC 0.06% Add +23.7% 3,254 $266K
Hopwood Financial Services, Inc. 0.21% Add +56.3% 3,252 $266K
Interchange Capital Partners, LLC 0.07% Add +0.4% 3,236 $264K
Guyasuta Investment Advisors Inc. 0.02% No change 3,232 $264K
J Hagan Capital, Inc. 0.21% — 3,353 $264K
LaSalle St. Investment Advisors, LLC 0.06% Add +3.8% 3,230 $263K
Oliver Luxxe Assets LLC 0.05% Reduce -22.0% 3,201 $261K
St. Johns Investment Management Company, LLC 0.13% Add +12.4% 3,199 $261K
Chilton Capital Management LLC 0.01% Add +12.9% 3,193 $261K
Retirement Planning Co of New England, Inc. 0.13% Reduce -0.7% 3,192 $261K
Greenline Partners, LLC 0.04% Reduce -1.2% 3,188 $260K
Aua Capital Management, LLC 0.17% No change 3,169 $259K
Litman Gregory Wealth Management LLC 0.02% No change 3,166 $259K
Compound Planning, Inc. 0.01% New 3,156 $258K
SBI Securities Co., Ltd. 0.01% Reduce -10.6% 3,135 $256K
Dearborn Partners LLC 0.01% Reduce -16.1% 3,129 $256K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Add +64.0% 3,124 $255K
Lifeworks Advisors, LLC 0.04% Reduce -1.0% 3,103 $253K
Gsa Capital Partners LLP 0.02% New 3,071 $251K
Castle Rock Wealth Management, LLC 0.07% Add +0.5% 3,036 $248K
JSF Financial, LLC 0.07% New 3,016 $246K
Brand Asset Management Group, Inc. 0.10% No change 3,000 $245K
Tacita Capital Inc 0.18% No change 3,000 $245K
Friday Financial 0.15% Add +9.1% 3,000 $245K
LPWM LLC 0.08% No change 2,994 $245K
Hexagon Capital Partners LLC 0.05% Add +1.3% 2,987 $244K
Joel Isaacson & Co., LLC 0.01% Add +0.3% 2,966 $242K
Commonwealth Financial Services, LLC 0.05% Reduce -0.2% 2,958 $242K
Hardy Reed LLC 0.02% No change 2,956 $241K
Cobblestone Capital Advisors LLC 0.01% Reduce -18.3% 2,935 $240K
Sharkey, Howes & Javer 0.03% No change 2,931 $239K
Destiny Wealth Partners, LLC 0.04% No change 2,926 $239K
Burns J W & Co. Inc. 0.03% Reduce -9.7% 2,920 $238K
Keystone Wealth Services, LLC 0.06% No change 2,916 $238K
King Luther Capital Management Corp. 0.00% New 2,916 $238K
Goelzer Investment Management, Inc. 0.01% Reduce -4.9% 2,910 $238K
Americana Partners, LLC 0.01% Reduce -1.1% 2,908 $237K
Smithbridge Asset Management Inc. 0.04% — 2,904 $237K
Apeiron RIA LLC 0.07% Add +0.5% 2,896 $236K
One Day In July LLC 0.02% Reduce -6.8% 2,880 $235K
Tiller Private Wealth, Inc. 0.10% No change 2,853 $233K
ARS Wealth Advisors Group, LLC 0.03% Add +0.0% 2,845 $232K
Fingerlakes Wealth Management, Inc. 0.20% New 2,829 $231K
Petra Financial Advisors Inc. 0.19% No change 2,820 $230K
HCR Wealth Advisors 0.03% Reduce -2.0% 2,806 $229K
SIH Partners, LLLP 0.02% New 2,805 $229K
Joseph P. Lucia & Associates, LLC 0.10% Reduce -1.3% 2,804 $229K
Modern Wealth Management, LLC 0.01% Add +0.1% 2,803 $229K
Trust Co. of Oklahoma 0.08% New 2,800 $229K
Ameriflex Group, Inc. 0.09% Add +0.5% 2,796 $228K
Point Windward Advisors Inc. 0.09% Add +3.7% 2,792 $228K
Carnegie Lake Advisors LLC 0.09% No change 2,786 $228K
NorthRock Partners, LLC 0.01% Reduce -2.2% 2,778 $227K
Parallel Advisors, LLC 0.01% Add +5.8% 2,773 $226K
Fiduciary Alliance LLC 0.02% New 2,757 $225K
NewEdge Wealth, LLC 0.00% New 2,690 $220K
Mitchell McLeod Pugh & Williams Inc. 0.05% New 2,683 $219K
Stock Yards Bank & Trust Co. 0.01% New 2,679 $219K
Country Club Bank 0.01% Reduce -18.1% 2,702 $217K
EverSource Wealth Advisors, LLC 0.01% Add +408.5% 2,644 $216K
Prostatis Group LLC 0.07% Reduce -40.3% 2,640 $216K
Central Bank & Trust Co. 0.04% No change 2,636 $215K
Onyx Bridge Wealth Group LLC 0.03% Reduce -98.3% 2,628 $215K
Flaharty Asset Management, LLC 0.03% Reduce -99.3% 2,599 $212K
BIP Wealth, LLC 0.01% Add +0.0% 2,578 $211K
Raab & Moskowitz Asset Management LLC 0.05% No change 2,572 $210K
Frisch Financial Group, Inc. 0.06% New 2,571 $210K
Community Bank, N.A. 0.03% Reduce -16.4% 2,570 $210K
Debussy Capital Management LP 0.03% Reduce -12.8% 2,568 $210K
First Foundation Advisors 0.01% Reduce -21.5% 2,561 $209K
Capstone Financial Advisors, Inc. 0.01% Reduce -1.8% 2,552 $208K
Wealth Dimensions Group, Ltd. 0.05% No change 2,550 $208K
MRA Advisory Group 0.11% Reduce -7.3% 2,546 $208K
AlphaStar Capital Management, LLC 0.02% Reduce -18.6% 2,539 $207K
Patton Albertson Miller Group, LLC 0.03% Reduce -1.9% 2,535 $207K
FineMark National Bank & Trust 0.01% New 2,516 $205K
Bangor Savings Bank 0.02% Add +7.7% 2,514 $205K
Sagespring Wealth Partners, LLC 0.01% Reduce -18.1% 2,510 $205K
Burling Wealth Partners, LLC 0.04% New 2,502 $204K
Round Rock Advisors LLC 0.04% Reduce -3.9% 2,499 $204K
University of Texas/Texas Am Investment Management Co. 0.03% Add +118.7% 2,487 $203K
Berkeley Capital Partners, LLC 0.06% Reduce -77.7% 2,484 $203K
FLP Wealth Management, LLC 0.64% Add +1.1% 2,484 $203K
Prelude Capital Management, LLC 0.02% New 2,481 $203K
Claro Advisors Inc. 0.03% Reduce -2.9% 2,472 $202K
Paragon Capital Management Inc. 0.16% Reduce -38.4% 2,466 $201K
Icon Wealth Advisors, LLC 0.02% Reduce -1.4% 2,366 $193K
First United Bank & Trust 0.07% Reduce -27.0% 2,347 $192K
Johnson Financial Group, Inc. 0.01% New 2,305 $188K
SouthState Bank Corp 0.01% No change 2,265 $185K
Caldwell Trust Co 0.02% Add +15.7% 2,242 $183K
Y.D. More Investments Ltd 0.02% Add +25.4% 2,175 $178K
City Holding Co. 0.02% Reduce -3.6% 2,168 $177K
Rossby Financial, LCC 0.08% New 2,153 $174K
Tsfg, LLC 0.03% Add +0.1% 2,002 $164K
Marathon Trading Investment Management LLC 0.09% Add +390.4% 1,981 $162K
TD Capital Management LLC 0.02% Add +0.1% 1,914 $156K
Optiver Holding B.V. 0.01% Add +1236.4% 1,871 $153K
Ancora Advisors LLC 0.00% Reduce -3.8% 1,861 $152K
Stone House Investment Management, LLC 0.03% New 1,854 $151K
Whittier Trust Co. of Nevada Inc. 0.00% Add +3.5% 1,849 $151K
Ssa Swiss Advisors AG 0.08% — 1,800 $147K
CVA Family Office, LLC 0.02% Add +0.3% 1,780 $145K
Financial Perspectives, Inc 0.05% No change 1,764 $144K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,713 $140K
Morgan Dempsey Capital Management LLC 0.06% Reduce -14.1% 1,706 $139K
Deutsche Bank AG 0.00% No change 1,681 $137K
Cary Street Partners Investment Advisory LLC 0.08% Add +77.4% 1,609 $131K
Independence Bank of Kentucky 0.02% Reduce -9.8% 1,605 $131K
Nvwm, LLC 0.03% No change 1,581 $129K
Arax Advisory Partners 0.01% Add +7.3% 1,547 $126K
Cordgrass Capital Advisors, LLC 0.04% Reduce -20.0% 1,525 $125K
Tompkins Financial Corp. 0.01% No change 1,500 $123K
NFSG Corp 0.03% Add +44.5% 1,498 $122K
Anchor Investment Management, LLC 0.01% No change 1,494 $122K
IAG Wealth Partners, LLC 0.02% Reduce -7.5% 1,477 $121K
City State Bank 0.04% No change 1,425 $116K
Centiva Capital, LP 0.01% Reduce -98.2% 1,420 $116K
Murphy & Mullick Capital Management Corp 0.11% No change 1,419 $116K
Bank of New Hampshire 0.03% Reduce -13.5% 1,375 $112K
Blue Trust, Inc. 0.00% Add +783.1% 1,360 $111K
Russell Investments Group, Ltd. 0.00% Add +104.7% 1,353 $111K
Advanced Asset Management Advisors Inc 0.03% Reduce -73.8% 1,347 $110K
HM Payson & Co. 0.00% Reduce -26.8% 1,334 $109K
Abound Wealth Management 0.04% Add +29.9% 1,328 $108K
WealthCollab, LLC 0.07% No change 1,291 $105K
Sachetta, LLC 0.04% No change 1,287 $105K
Colonial Trust Co / SC 0.02% No change 1,280 $105K
Byrne Asset Management LLC 0.09% Add +10.8% 1,251 $102K
Oakworth Capital, Inc. 0.01% Reduce -9.8% 1,246 $102K
Caldwell Sutter Capital, Inc. 0.05% No change 1,224 $100K
Capital Investment Counsel, Inc 0.01% No change 1,221 $100K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 1,207 $99K
Medallion Wealth Advisors, LLC 0.04% Reduce -11.4% 1,202 $98K
Dunhill Financial, LLC 0.04% Reduce -50.0% 1,200 $98K
Solstein Capital, LLC 0.06% No change 1,198 $98K
Sunbelt Securities, Inc. 0.01% No change 1,190 $97K
Bollard Group LLC 0.00% Add +0.3% 1,117 $91K
Pinnacle Bancorp, Inc. 0.03% Reduce -4.5% 1,069 $87K
IMA Advisory Services, Inc. 0.01% New 1,058 $86K
Parkside Financial Bank & Trust 0.01% No change 1,054 $86K
Atticus Wealth Management, LLC 0.03% Add +60.7% 1,030 $84K
Coston, McIsaac & Partners 0.02% Reduce -0.5% 1,035 $84K
Country Trust Bank 0.00% Reduce -72.5% 1,013 $83K
Asset Dedication, LLC 0.01% Add +0.4% 1,003 $82K
Mirae Asset Global Investments Co., Ltd. 0.00% New 1,000 $80K
MCF Advisors LLC 0.01% Add +0.2% 972 $79K
Zions Bancorporation, National Association 0.01% — 972 $79K
Rothschild Investment LLC 0.01% Add +0.3% 971 $79K
TD Private Client Wealth LLC 0.00% No change 942 $77K
Finley Financial, LLC 0.04% Reduce -74.2% 945 $77K
Continuum Advisory, LLC 0.01% Add +103.7% 937 $77K
Clearstead Advisors, LLC 0.00% Reduce -59.3% 913 $75K
Maryland Capital Advisors Inc. 0.03% No change 900 $74K
Guardian Wealth Advisors, LLC / NC 0.01% Add +88.8% 893 $73K
Washington Trust Advisors, Inc. 0.01% Reduce -43.6% 892 $73K
Cornerstone Planning Group LLC 0.02% Add +211.3% 884 $72K
Anfield Capital Management, LLC 0.03% Reduce -97.9% 866 $71K
McClarren Financial Advisors, Inc. 0.04% Reduce -88.9% 91 $68K
UMB Bank, n.a. 0.00% No change 830 $68K
Vestor Capital, LLC 0.01% No change 816 $67K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -3.6% 800 $65K
Banque Cantonale Vaudoise 0.00% — 793 $65K
Kiker Wealth Management, LLC 0.04% New 794 $65K
Paladin Advisory Group, LLC 0.05% No change 784 $64K
Private Wealth Asset Management, LLC 0.01% — 758 $62K
Founders Financial Alliance, LLC 0.01% Add +36.8% 728 $59K
Beacon Capital Management, LLC 0.01% Add +49.4% 723 $59K
Copia Wealth Management 0.05% Add +27.7% 720 $59K
MPWM Advisory Solutions, LLC 0.04% Reduce -36.3% 696 $57K
Adirondack Trust Co. 0.02% No change 694 $57K
Atlantic Edge Private Wealth Management, LLC 0.02% Reduce -3.5% 690 $56K
SVB Wealth LLC 0.00% New 687 $56K
Union Bancaire Privee, UBP SA 0.00% No change 778 $55K
WPG Advisers, LLC 0.05% New 675 $55K
Barrett & Company, Inc. 0.02% No change 615 $50K
Painted Porch Advisors LLC 0.02% No change 588 $48K
Frazier Financial Advisors, LLC 0.04% Add +0.5% 579 $47K
Vermillion Wealth Management, Inc. 0.01% Reduce -18.2% 577 $47K
Armor Investment Advisors, LLC 0.02% No change 573 $47K
Davis Capital Management 0.04% No change 565 $46K
Valley National Advisers Inc. 0.01% No change 566 $46K
BOK Financial Private Wealth, Inc. 0.00% Reduce -46.4% 560 $46K
Tower View Wealth Management LLC 0.03% Reduce -2.5% 551 $45K
Palouse Capital Management, Inc. 0.03% No change 548 $45K
Archer Investment Corp 0.01% Add +0.2% 528 $43K
Signaturefd, LLC 0.00% Add +6.3% 522 $43K
Resources Management Corp. /CT/ 0.01% No change 510 $42K
Valley Wealth Managers, Inc. 0.00% Reduce -68.7% 514 $42K
Activest Wealth Management 0.01% Reduce -23.2% 511 $42K
United Community Bank 0.02% Reduce -27.6% 509 $42K
Graney & King, LLC 0.03% Add +0.6% 508 $41K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -46.7% 507 $41K
Angeles Wealth Management, LLC 0.00% No change 500 $41K
GHP Investment Advisors, Inc. 0.00% New 500 $41K
Realta Investment Advisors 0.02% Reduce -72.4% 487 $40K
Pittenger & Anderson Inc. 0.00% Reduce -23.6% 480 $39K
Crewe Advisors LLC 0.01% Reduce -62.9% 480 $39K
Ameritas Investment Partners, Inc. 0.00% Add +0.2% 476 $39K
Hazlett, Burt & Watson, Inc. 0.02% No change 460 $38K
Rice Partnership, LLC 0.01% Add +15.4% 458 $37K
Millstone Evans Group, LLC 0.02% Add +557.4% 447 $37K
Horizon Bancorp Inc. 0.02% No change 445 $36K
Pacific Center for Financial Services 0.01% No change 439 $36K
Indiana Trust & Investment Management Co 0.01% No change 439 $36K
Duncker Streett & Co. Inc. 0.01% No change 428 $35K
Founders Capital Management 0.02% Add +0.2% 419 $34K
TruNorth Capital Management, LLC 0.01% No change 419 $34K
Mascoma Wealth Management LLC 0.01% No change 415 $34K
DHJJ Financial Advisors, Ltd. 0.01% Add +8.1% 413 $34K
Barnes Dennig Private Wealth Management LLC 0.05% — 400 $33K
Flagship Wealth Advisors, LLC 0.01% No change 395 $32K
Tidemark, LLC 0.01% No change 394 $32K
Key Financial Inc 0.01% No change 392 $32K
Physician Wealth Advisors, Inc. 0.01% Add +0.5% 387 $32K
Nemes Rush Group LLC 0.00% Reduce -46.9% 386 $31K
Evelyn Partners Investment Management Services Ltd 0.01% No change 381 $31K
Harbor Investment Advisory, LLC 0.00% Reduce -2.4% 363 $30K
Farmers & Merchants Investments Inc. 0.00% No change 359 $29K
Biltmore Family Office, LLC 0.00% No change 350 $29K
Operose Advisors LLC 0.01% No change 348 $28K
Phillips Financial Management, LLC 0.00% No change 330 $27K
Carolinas Wealth Consulting LLC 0.01% Reduce -21.8% 327 $27K
Bellevue Asset Management, LLC 0.01% No change 324 $26K
WealthShield Partners, LLC 0.00% New 317 $26K
Ascentis Wealth Management, LLC 0.01% No change 305 $25K
Mather Group, Llc. 0.00% No change 300 $25K
N.E.W. Advisory Services LLC 0.00% New 297 $24K
Creative Capital Management Investments LLC 0.01% No change 283 $23K
Strengthening Families & Communities, LLC 0.01% Add +0.4% 282 $23K
Piscataqua Savings Bank 0.02% No change 275 $22K
Northwest Capital Management Inc 0.01% No change 274 $22K
Blue Bell Private Wealth Management, LLC 0.00% New 274 $22K
Capitol Family Office, Inc. 0.03% New 269 $22K
Sawyer & Company, Inc 0.01% No change 259 $21K
Dynamic Wealth Strategies, LLC 0.02% New 246 $20K
Tortoise Investment Management, LLC 0.00% New 238 $19K
Atala Financial Inc 0.01% No change 227 $19K
Smartleaf Asset Management LLC 0.00% Reduce -91.4% 228 $18K
Sage Mountain Advisors LLC 0.00% No change 223 $18K
Peoples Financial Services Corp. 0.01% No change 216 $18K
Brown Brothers Harriman & Co. 0.00% No change 206 $17K
Friedenthal Financial 0.01% Reduce -63.9% 202 $16K
Stephens Consulting, LLC 0.00% Add +101.0% 201 $16K
Missouri Trust & Investment Co 0.01% Reduce -33.3% 200 $16K
First Command Advisory Services, Inc. 0.00% No change 200 $16K
Register Financial Advisors LLC 0.01% No change 195 $16K
Delta Asset Management LLC 0.00% No change 191 $16K
DT Investment Partners, LLC 0.00% Add +144.2% 188 $15K
Rakuten Securities, Inc. 0.01% Add +139.7% 187 $15K
HHM Wealth Advisors, LLC 0.00% No change 179 $15K
Versant Capital Management, Inc 0.00% No change 175 $14K
St Germain D J Co. Inc. 0.00% Reduce -27.1% 175 $14K
Trust Co. of Vermont 0.00% No change 175 $14K
Columbia River Financial Group, LLC 0.01% New 168 $13K
Raffa Wealth Management, LLC 0.00% Reduce -41.9% 157 $13K
Global Wealth Strategies & Associates 0.00% Add +3625.0% 149 $12K
PFS Partners, LLC 0.01% Add +0.7% 145 $12K
Eukles Asset Management 0.01% No change 142 $12K
Game Plan Financial Advisors, LLC 0.01% Reduce -34.9% 140 $11K
Mark Sheptoff Financial Planning, LLC 0.01% Reduce -68.3% 139 $11K
First PREMIER Bank 0.00% No change 135 $11K
Townsend Asset Management Corp. /NC/ 0.00% Add +0.8% 134 $11K
Pacifica Partners Inc. 0.00% No change 130 $11K
AlphaCore Capital LLC 0.00% New 129 $11K
Godsey & Gibb, Inc. 0.00% New 127 $10K
McIlrath & Eck, LLC 0.00% New 124 $10K
Covestor Ltd 0.01% Add +63.0% 119 $10K
Smithfield Trust Co 0.00% No change 117 $10K
Webster Bank, N. A. 0.00% New 121 $10K
Cape Investment Advisory, Inc. 0.00% New 121 $10K
Comprehensive Financial Planning, Inc. 0.01% No change 120 $10K
Future Financial Wealth Managment LLC 0.01% No change 120 $10K
Financial Freedom, LLC 0.01% No change 118 $10K
Plante Moran Financial Advisors, LLC 0.00% No change 116 $9K
Itau Unibanco Holding S.A. 0.00% New 115 $9K
Salem Investment Counselors Inc. 0.00% No change 110 $9K
Kathleen S. Wright Associates Inc. 0.00% No change 102 $8K
Eastern Bank 0.00% Reduce -25.0% 102 $8K
Consultiva Wealth Management, Corp. 0.03% New 100 $8K
Centennial Bank 0.00% Reduce -33.3% 100 $8K
Richards, Merrill & Peterson, Inc. 0.00% No change 95 $8K
New Republic Capital, LLC 0.00% No change 95 $8K
Synergy Investment Management, LLC 0.00% Reduce -21.9% 93 $8K
GAMMA Investing LLC 0.00% No change 93 $8K
Park Square Financial Group, LLC 0.01% New 90 $7K
Truvestments Capital LLC 0.00% Add +158.8% 88 $7K
Capital A Wealth Management, LLC 0.01% No change 86 $7K
Avion Wealth 0.00% No change 100 $7K
Elevation Wealth Partners, LLC 0.00% No change 85 $7K
SYM FINANCIAL Corp 0.00% Reduce -26.1% 85 $7K
JDM Financial Group LLC 0.00% No change 84 $7K
Morton Brown Family Wealth, LLC 0.00% No change 84 $7K
Gold Investment Management Ltd. 0.00% No change 84 $7K
Signature Resources Capital Management, LLC 0.01% No change 80 $7K
Investors Research Corp 0.00% No change 78 $6K
Minot DeBlois Advisors LLC 0.01% No change 76 $6K
Winch Advisory Services, LLC 0.00% No change 73 $6K
Bellwether Advisors, LLC 0.00% No change 58 $5K
Brooklyn Investment Group 0.00% No change 57 $5K
PSI Advisors, LLC 0.00% Reduce -68.4% 55 $4K
Global Trust Asset Management, LLC 0.00% No change 53 $4K
Logan Capital Management Inc. 0.00% No change 51 $4K
Arvest Investments, Inc. 0.00% No change 51 $4K
Nordwand Advisors, LLC 0.00% No change 50 $4K
Compass Wealth Management LLC 0.00% No change 48 $4K
MGB Wealth Management, LLC 0.00% No change 40 $3K
CNB Bank 0.00% New 37 $3K
Pin Oak Investment Advisors Inc. 0.00% No change 41 $3K
Olistico Wealth, LLC 0.00% No change 35 $3K
SJS Investment Consulting Inc. 0.00% No change 33 $3K
Belmont Capital, LLC 0.00% New 30 $2K
Curio Wealth, LLC 0.00% Reduce -96.8% 1 $2K
Family Manage LLC 0.00% No change 29 $2K
Legacy Wealth Managment, LLC 0.00% No change 27 $2K
Richardson Capital Management LLC 0.00% New 26 $2K
Beutel, Goodman & Co Ltd. 0.00% New 35 $2K
Broadwater Capital Management LLC 0.00% No change 22 $2K
JNBA Financial Advisors 0.00% New 21 $2K
Financial Gravity Asset Management, Inc. 0.00% — 21 $2K
Principia Wealth Advisory, LLC 0.00% New 21 $2K
Bogart Wealth, LLC 0.00% New 18 $1K
Asset Management One Co., Ltd. 0.00% New 17 $1K
Aventura Private Wealth, LLC 0.00% No change 13 $1K
Daiwa Securities Group Inc. 0.00% Reduce -43.8% 18 $1K
Vermillion & White Wealth Management Group, LLC 0.00% No change 10 $832
Cranbrook Wealth Management, LLC 0.00% No change 9 $740
Rise Advisors, LLC 0.00% No change 4 $331
Parallax Volatility Advisers, L.P. 0.00% Reduce -100.0% 1 $82
Wood Tarver Financial Group, LLC 0.00% Reduce -96.9% 1 $82
Halbert Hargrove Global Advisors, LLC 0.00% No change 1 $52
Centerpoint Advisors, LLC 0.00% No change 1 $0

"% of holder's portfolio" is XLP's weight in each manager's 13F, not the share of SS Consumer Staples Sel Sect the manager owns.