St Sr Utl SL SE SPDR ETF-UsdXLUETF

13F holders, Q4 2025 (December 31)
1,534holders +105
133new positions
103sold out
9famous investors
$42.71avg. 13F price*

At the end of Q4 2025, 1,534 institutions reported holding St Sr Utl SL SE SPDR ETF-Usd (XLU) in their 13F filings, up 105 from Q3 2025. 133 opened new positions and 103 sold out. The largest holders were Bank of America Corp. ($1.2B), Morgan Stanley ($926.1M) and JPMorgan Chase & Co. ($772.8M). 9 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
St Sr Utl SL SE SPDR ETF-Usd
Filed as
SELECT SECTOR SPDR TR (Q4 2025)
CUSIP
81369Y886
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions133$330.3M
Exits103$292.6M

All 13F filers, Q3 2025 → Q4 2025: 33,743,789 shares bought and 23,350,308 shares sold, net +10,393,481 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,534 holders

Bank of America Corp. 0.08% Reduce -0.6% 26,986,072 $1.2B
Morgan Stanley 0.06% Reduce -3.7% 21,694,396 $926.1M
JPMorgan Chase & Co. 0.05% Add +6.9% 18,102,656 $772.8M
LPL Financial LLC 0.18% Add +3.1% 15,178,321 $648.0M
Wells Fargo & Company 0.11% Add +13.2% 12,732,033 $543.5M
Migdal Insurance & Financial Holdings Ltd. 3.32% Add +155.1% 9,052,676 $386.5M
UBS Group AG 0.08% Reduce -0.2% 8,965,893 $382.8M
Royal Bank of Canada 0.06% Reduce -6.6% 7,470,987 $318.9M
Raymond James Financial Inc. 0.09% Add +6.1% 6,742,430 $287.8M
Ameriprise Financial Inc. 0.06% Add +15.2% 6,529,550 $279.6M
Envestnet Asset Management Inc. 0.08% Reduce -7.3% 6,508,007 $277.8M
Harel Insurance Investments & Financial Services Ltd. 2.30% Add +78.5% 6,215,695 $265.3M
Menora Mivtachim Holdings LTD. 1.08% Reduce -15.8% 5,395,188 $230.3M
Goldman Sachs Group Inc. 0.03% Add +2.6% 4,558,991 $194.6M
Laura & John Arnold Foundation 31.58% — 4,202,774 $179.4M
Factory Mutual Insurance Co. 1.65% Reduce -7.3% 3,823,850 $163.2M
BNP Paribas Financial Markets 0.10% Reduce -40.4% 3,813,443 $162.8M
Truist Financial Corp. 0.21% Reduce -3.3% 3,651,926 $155.9M
Osaic Holdings, Inc. 0.22% Add +5.4% 3,465,806 $148.0M
Saudi Central Bank 4.94% No change 3,099,466 $132.3M
Janney Montgomery Scott LLC 0.30% Reduce -1.2% 3,022,842 $129.0M
Cetera Investment Advisers 0.13% Add +8.0% 2,805,058 $119.7M
Cibc World Market Inc. 0.21% Reduce -30.0% 2,728,566 $116.5M
Meitav Investment House Ltd. 1.27% Add +3.9% 2,580,912 $110.2M
Focus Partners Wealth 0.12% Reduce -2.4% 2,447,759 $104.5M
WestEnd Advisors, LLC 2.35% Reduce -4.9% 2,358,990 $100.7M
Citigroup Inc. 0.06% Reduce -0.7% 1,975,549 $84.3M
Stifel Financial Corp. 0.07% Add +4.9% 1,949,978 $83.2M
Bessemer Group Inc. 0.13% Reduce -6.8% 1,925,758 $82.2M
Moss Adams Wealth Advisors LLC 5.30% Add +8.3% 1,712,726 $73.1M
GLOBALT Investments LLC / GA 2.61% Add +98.7% 1,675,946 $71.5M
Bank of Montreal 0.03% Add +10.8% 1,561,763 $66.7M
Commonwealth Equity Services, LLC 0.09% Reduce -20.6% 1,561,163 $66.6M
Barclays PLC 0.02% Add +17.1% 1,397,697 $59.7M
Cwm, LLC 0.16% Add +153.4% 1,383,556 $59.1M
Healthcare of Ontario Pension Plan Trust Fund 0.09% Reduce -8.8% 1,300,002 $55.5M
Citadel Advisors 0.04% New 1,241,054 $53.0M
Alps Advisors Inc. 0.31% Add +11.1% 1,240,672 $53.0M
PGIM Custom Harvest LLC 0.78% Add +0.1% 1,239,292 $52.9M
BW Gestao de Investimentos Ltda. 1.73% New 1,150,000 $49.1M
Kingsview Wealth Management, LLC 0.70% Reduce -0.4% 1,131,705 $48.3M
Cornerstone Advisors, LLC 1.57% New 1,104,962 $47.2M
Private Advisor Group, LLC 0.22% Add +10.9% 1,080,931 $46.1M
Richard Bernstein Advisors LLC 1.34% Reduce -1.7% 1,065,126 $45.5M
Cambridge Investment Research Advisors, Inc. 0.12% Add +10.4% 1,064,353 $45.4M
BlackRock, Inc. 0.00% Add +54.0% 997,104 $42.6M
HighTower Advisors, LLC 0.05% Reduce -2.3% 992,281 $42.4M
US Bancorp \de 0.05% Add +1.8% 976,342 $41.7M
Rational Advisors, Inc. 4.50% Reduce -10.5% 967,683 $41.3M
Georgetown University 16.28% Add +0.7% 958,251 $40.9M
First Financial Bankshares Inc 0.79% No change 919,960 $39.3M
Signature Estate & Investment Advisors LLC 0.75% Add +1.7% 870,082 $37.1M
Victory Capital Management Inc. 0.02% Reduce -3.7% 830,655 $35.5M
FIL Ltd 0.03% Add +53.6% 825,370 $35.2M
Capital Fund Management S.A. 0.33% Add +69.5% 815,245 $34.8M
Natixis 0.14% Reduce -0.8% 805,913 $34.4M
Mariner, LLC 0.04% Add +5.1% 790,303 $33.7M
Phoenix Financial Ltd. 0.36% Add +12.1% 767,612 $32.8M
Summit Financial, LLC 0.47% Reduce -1.1% 757,338 $32.3M
PNC Financial Services Group, Inc. 0.02% Reduce -2.2% 746,281 $31.9M
Jane Street Group, LLC 0.03% Add +26.8% 680,080 $29.0M
Baird Financial Group, Inc. 0.04% Reduce -0.8% 656,894 $28.0M
Northern Trust Corp. 0.00% Add +4.7% 649,638 $27.7M
MML Investors Services, LLC 0.07% Add +16.2% 637,916 $27.2M
Thrivent Financial for Lutherans 0.05% Add +109.0% 630,191 $27.0M
Equitable Holdings, Inc. 0.18% Add +23.6% 616,604 $26.3M
Community Trust & Investment Co. 1.38% Reduce -2.2% 609,724 $26.0M
Agf Management Ltd. 0.11% Add +101.7% 593,506 $25.3M
Mercer Global Advisors Inc. 0.04% Add +7.6% 585,160 $25.0M
Lido Advisors, LLC 0.10% Reduce -17.2% 461,047 $24.9M
StoneX Group Inc. 1.07% Add +6.0% 578,349 $24.7M
Hilton Capital Management, LLC 1.86% Add +1.1% 578,246 $24.7M
Berkshire Money Management, Inc. 2.35% Add +2.1% 576,065 $24.6M
Alliancebernstein L.P. 0.01% Add +532.7% 554,255 $23.7M
FMR LLC 0.00% Reduce -4.2% 544,942 $23.3M
New Harbor Financial Group, LLC 4.20% Add +5.8% 536,874 $22.9M
Kestra Advisory Services, LLC 0.09% Add +10.0% 534,620 $22.8M
Millennium Management 0.02% Reduce -52.0% 522,528 $22.3M
Dupont Capital Management Corp. 2.46% Add +16.2% 512,018 $21.9M
Captrust Financial Advisors 0.04% Reduce -1.2% 506,750 $21.6M
Exchange Traded Concepts, LLC 0.18% Add +244.2% 501,825 $21.4M
Wealth Enhancement Advisory Services, LLC 0.03% Add +16.4% 491,486 $21.1M
Cerity Partners LLC 0.03% Add +67.2% 490,997 $21.0M
Advisory Alpha, LLC 0.55% Add +0.6% 470,590 $20.1M
Passaic Partners LLC 2.06% Add +10.9% 465,647 $19.9M
Pathstone Holdings, LLC 0.08% Reduce -1.3% 460,736 $19.7M
Sanctuary Advisors, LLC 0.11% Add +2.3% 459,625 $19.6M
Toronto Dominion Bank 0.03% Reduce -17.9% 457,319 $19.5M
Assetmark, Inc. 0.04% Add +34.7% 444,776 $19.0M
German American Bancorp, Inc. 1.62% Add +38.4% 444,499 $19.0M
WCG Wealth Advisors LLC 0.53% Add +177.1% 441,768 $18.9M
Jones Financial Companies LLLP 0.01% Add +14.1% 432,005 $18.4M
Janney Capital Management LLC 1.14% Reduce -2.3% 426,002 $18.2M
Greenwood Gearhart LLC 0.98% Add +1.2% 416,882 $17.8M
Squarepoint Ops LLC 0.04% Add +25.5% 415,356 $17.7M
Ethos Financial Group, LLC 1.26% Reduce -2.5% 397,734 $17.0M
Spirepoint Private Client, LLC 1.60% Add +24.9% 392,441 $16.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.09% New 388,842 $16.6M
Cornerstone Capital, Inc. 1.64% Reduce -0.1% 388,446 $16.6M
Graham Capital Management, L.P. 0.79% Reduce -70.3% 377,830 $16.1M
Wealth Advisors of Iowa, LLC 5.29% Add +2.9% 377,695 $16.1M
Flagship Harbor Advisors, LLC 0.75% Add +7.8% 373,177 $15.9M
NewEdge Advisors, LLC 0.06% Add +19.4% 366,383 $15.6M
Foguth Wealth Management, LLC. 2.37% — 354,482 $15.3M
Steward Partners Investment Advisory, LLC 0.08% Add +14.4% 357,292 $15.3M
Vaughan David Investments LLC 0.33% Add +1.5% 355,320 $15.2M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.99% No change 354,912 $15.2M
Matauro, LLC 2.26% Add +7.8% 351,211 $15.0M
Trilogy Capital Inc. 0.67% Add +20.1% 351,117 $15.0M
Capital Investment Advisors, LLC 0.23% Add +73.2% 349,514 $14.9M
Evoke Wealth, LLC 0.28% Add +69.1% 345,222 $14.7M
Corient Private Wealth LP 0.02% Add +73.9% 343,469 $14.7M
Trust Asset Management LLC 0.99% Reduce -3.6% 339,968 $14.5M
Arkos Global Advisors 1.85% Add +7.2% 338,014 $14.4M
Proficio Capital Partners LLC 0.98% Add +68.5% 325,482 $13.9M
Foundations Investment Advisors, LLC 0.18% Add +1802.8% 324,853 $13.9M
Rockefeller Capital Management L.P. 0.03% Add +5.3% 324,794 $13.9M
MAI Capital Management 0.08% Add +0.2% 322,332 $13.8M
Westwood Holdings Group Inc. 0.11% Reduce -0.5% 319,862 $13.7M
First Financial Bank - Trust Division 1.10% Reduce -4.2% 313,665 $13.4M
Biltmore Wealth Management, LLC 5.00% Reduce -1.4% 310,412 $13.3M
Fifth Third Securities, Inc. 0.86% Reduce -3.7% 307,243 $13.1M
Modern Wealth Management, LLC 0.23% Add +17.1% 296,009 $12.6M
PFG Advisors 0.61% Reduce -4.4% 293,881 $12.5M
Massar Capital Management, LP 2.42% New 288,468 $12.3M
Concurrent Investment Advisors, LLC 0.14% Add +42.3% 284,216 $12.1M
KCM Investment Advisors LLC 0.38% Add +3.5% 278,630 $11.9M
Integrity Alliance, Llc. 0.43% Reduce -16.1% 272,473 $11.6M
Royal Fund Management, LLC 1.06% Add +22.3% 271,564 $11.6M
Banco Santander, S.A. 0.09% Add +52.8% 269,701 $11.5M
&partners 0.06% Add +12.3% 264,236 $11.5M
D. E. Shaw & Co. 0.01% Add +131.2% 268,771 $11.5M
Atom Investors LP 0.90% Add +263.4% 266,557 $11.4M
Orion Porfolio Solutions, LLC 0.08% Reduce -7.8% 262,510 $11.2M
TCV Trust & Wealth Management, Inc. 0.87% Add +2.3% 252,658 $10.8M
OVERSEA-CHINESE BANKING Corp Ltd 0.29% Add +72.3% 246,263 $10.5M
Waverly Advisors, LLC 0.09% Add +48.5% 245,852 $10.5M
Fluent Financial, LLC 3.98% Add +335.0% 244,376 $10.4M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1.43% No change 242,000 $10.3M
Rothschild Capital Partners, LLC 2.43% Reduce -4.7% 240,955 $10.3M
Gladstone Institutional Advisory LLC 0.38% Reduce -7.5% 238,632 $10.2M
Peapack Gladstone Financial Corp. 0.13% Add +0.1% 236,719 $10.1M
Manhattan West Asset Management, LLC 2.06% Reduce -0.2% 235,813 $10.1M
Kwmg, LLC 0.85% Add +2.0% 231,304 $9.9M
U.S. Capital Wealth Advisors, LLC 0.26% Reduce -0.8% 230,229 $9.8M
Advisory Services Network, LLC 0.14% Add +3.1% 225,745 $9.6M
Parallax Volatility Advisers, L.P. 0.33% Add +11184050.0% 223,683 $9.5M
DAVENPORT & Co LLC 0.05% Add +1.9% 223,412 $9.5M
Lalia Capital, LLC 7.42% — 222,000 $9.5M
Sumitomo Mitsui Financial Group, Inc. 0.17% Add +34.5% 221,439 $9.5M
1832 Asset Management L.P. 0.01% Reduce -2.9% 221,244 $9.4M
Twin Focus Capital Partners, LLC 1.09% Add +1.2% 221,212 $9.4M
Sona Asset Management (us) LLC 0.60% New 221,000 $9.4M
Krilogy Financial LLC 0.32% Add +6.2% 219,862 $9.4M
Dakota Wealth Management 0.17% Add +4.4% 218,655 $9.3M
Quadrature Capital Ltd 0.09% New 212,860 $9.1M
Armstrong Advisory Group, Inc. 0.61% Add +0.5% 211,837 $9.0M
Robertson Stephens Wealth Management, LLC 0.25% Add +25.1% 211,651 $9.0M
Creative Planning 0.01% No change 210,907 $9.0M
Prime Capital Investment Advisors, LLC 0.11% Add +0.9% 210,716 $9.0M
SG Americas Securities, LLC 0.01% Reduce -1.4% 210,668 $9.0M
Inlight Wealth Management, LLC 3.28% Add +22.4% 209,756 $9.0M
Scotia Capital Inc. 0.04% Reduce -0.5% 206,098 $8.8M
Eaton Financial Holdings Company, LLC 2.36% Add +3.1% 205,368 $8.8M
Centaurus Financial, Inc. 0.40% Add +9.4% 204,375 $8.7M
Atria Investments, Inc 0.10% Reduce -0.4% 201,439 $8.6M
KCM Capital Inc 1.72% — 200,000 $8.5M
Bedell Frazier Investment Counselling, LLC 1.61% Reduce -7.6% 195,751 $8.4M
Oppenheimer Asset Management Inc. 0.10% No change 194,652 $8.3M
Hollow Brook Wealth Management LLC 2.13% No change 192,708 $8.2M
IHT Wealth Management, LLC 0.20% Reduce -4.7% 192,411 $8.2M
Bar Harbor Wealth Management 0.47% Add +1.4% 190,890 $8.1M
Sigma Planning Corp 0.22% Add +2.2% 173,429 $8.1M
Clarity Financial LLC 0.74% Reduce -40.0% 188,091 $8.0M
Avalon Capital Management 1.92% Add +1.5% 187,998 $8.0M
Strategic Equity Management 2.71% Reduce -27.5% 187,431 $8.0M
Prudent Investors Network, Inc. 1.79% Reduce -7.2% 182,924 $7.8M
Charles Schwab Investment Management Inc. 0.00% Reduce -3.3% 181,633 $7.8M
Meritage Portfolio Management 0.51% Reduce -2.5% 180,774 $7.7M
Pinnacle Financial Partners, Inc. 0.06% — 180,686 $7.7M
Toth Financial Advisory Corp. 0.83% Add +8.0% 179,681 $7.7M
First Interstate Bank 0.41% Reduce -2.0% 179,578 $7.7M
Courier Capital LLC 0.43% Reduce -0.5% 177,726 $7.6M
RFG Advisory, LLC 0.14% Add +4.2% 176,578 $7.5M
Comerica Bank 0.03% Reduce -1.5% 175,151 $7.5M
Renaissance Technologies 0.01% Reduce -67.4% 173,800 $7.4M
Atlantic Union Bankshares Corp 0.14% Add +4.3% 172,786 $7.4M
Ayalon Insurance Comp Ltd. 1.79% Add +23.2% 172,516 $7.4M
Morton Community Bank 1.58% Add +5.3% 169,546 $7.3M
Edgewood Management LLC 0.03% No change 171,236 $7.3M
Madrid Financial Services 5.24% Reduce -1.6% 170,697 $7.3M
IFG Advisory, LLC 0.32% Add +7.5% 170,423 $7.3M
111 Capital 1.53% New 164,653 $7.0M
Coldstream Capital Management Inc. 0.09% Reduce -6.3% 163,293 $7.0M
Park Avenue Securities LLC 0.06% Add +7.1% 163,154 $7.0M
Snowden Capital Advisors LLC 0.18% Add +8.9% 162,633 $6.9M
Swan Global Investments, LLC 0.32% Reduce -21.9% 159,476 $6.8M
Capital Investment Advisory Services, LLC 0.47% Add +237.0% 157,230 $6.7M
Meridian Investment Counsel Inc. 1.62% Reduce -0.4% 157,183 $6.7M
Sharp Wealth Advisory, LLC 3.35% Add +0.3% 156,021 $6.7M
Sound View Wealth Advisors Group, LLC 0.45% Add +4.2% 155,657 $6.6M
Benjamin Edwards Inc. 0.07% Add +5.3% 155,244 $6.6M
Evolution Wealth Advisors, LLC 0.66% Reduce -8.7% 154,507 $6.6M
IMZ Advisory Inc 2.41% Add +0.8% 154,099 $6.6M
IFP Advisors, Inc 0.15% Add +7.7% 152,827 $6.5M
HighPoint Advisor Group LLC 0.14% New 152,516 $6.5M
Regal Investment Advisors LLC 0.39% Add +6.8% 151,634 $6.5M
Spire Wealth Management 0.22% Reduce -14.1% 150,818 $6.4M
Beacon Pointe Advisors, LLC 0.05% Add +2.7% 150,501 $6.4M
Perkins Coie Trust Co 1.19% Add +0.3% 150,025 $6.4M
Nottingham Advisors, Inc. 0.89% Reduce -1.1% 149,554 $6.4M
Van Eck Associates Corp. 0.01% New 149,403 $6.4M
Brown Advisory Inc. 0.01% Reduce -8.3% 149,124 $6.4M
Prospera Financial Services Inc 0.10% Add +19.3% 147,990 $6.3M
Thor Trading Advisors, LLC 2.59% Add +32.9% 145,332 $6.2M
Miramontes Capital, LLC 2.11% — 145,264 $6.2M
Dynamic Advisor Solutions LLC 0.20% Reduce -15.4% 143,626 $6.1M
Trek Financial, LLC 0.35% Reduce -27.1% 143,112 $6.1M
Blair William & Co. 0.02% Add +6.7% 142,786 $6.1M
Ausdal Financial Partners, Inc. 0.28% Add +39.0% 142,433 $6.1M
Measured Wealth Private Client Group, LLC 1.60% Add +68.0% 141,757 $6.1M
Centurion Wealth Management LLC 1.32% Add +5.7% 140,700 $6.0M
Vestmark Advisory Solutions, Inc. 0.08% Add +23.4% 140,357 $6.0M
Hippocratic Financial Advisors, LLC 2.72% Add +12.6% 138,098 $5.9M
Vectors Research Management, LLC 1.78% Reduce -1.4% 136,780 $5.8M
Level Four Advisory Services, LLC 0.19% Add +2.0% 136,478 $5.8M
CIBC Private Wealth Group LLC 0.01% Reduce -2.5% 135,448 $5.8M
Mountain Hill Investment Partners Corp. 4.13% Add +0.1% 135,156 $5.8M
GTS Securities LLC 0.20% New 134,034 $5.7M
AQR Capital Management 0.00% Add +14.4% 133,150 $5.7M
Jmac Enterprises LLC 1.09% Add +2.2% 133,142 $5.7M
Ashton Thomas Private Wealth, LLC 0.14% Add +37.8% 132,713 $5.7M
Waycross Investment Management Co 4.95% Add +21.0% 131,912 $5.6M
Floyd Financial Group LLC 3.81% Add +27.0% 121,471 $5.6M
Miller Howard Investments Inc. 0.17% Add +203.3% 131,131 $5.6M
Farmers & Merchants Trust Co of Chambersburg PA 1.56% Add +57.7% 130,596 $5.6M
Granby Capital Management, LLC 2.96% No change 130,000 $5.5M
Private Wealth Advisors, LLC 2.00% Add +0.9% 129,710 $5.5M
Appleton Partners Inc. 0.36% Reduce -1.8% 129,508 $5.5M
Strategic Wealth Investment Group, LLC 0.68% Reduce -44.5% 129,228 $5.5M
Alerus Financial NA 0.27% Reduce -1.4% 129,212 $5.5M
State Street Corp. 0.00% Add +208.5% 128,548 $5.5M
J.W. Cole Advisors, Inc. 0.13% Reduce -27.5% 199,811 $5.5M
Valence8 US LP 1.62% Add +0.5% 128,070 $5.5M
Martin & Co. Inc. 0.94% Add +2.7% 128,037 $5.5M
Wedbush Securities Inc. 0.16% Reduce -9.9% 127,442 $5.4M
Susquehanna International Group, LLP 0.01% Reduce -36.9% 126,625 $5.4M
Alphadyne Asset Management LP 0.54% New 125,806 $5.4M
Oppenheimer & Co. Inc. 0.08% Reduce -16.5% 124,971 $5.3M
Kropog Financial Group, LLC 4.11% Add +3.9% 124,149 $5.3M
Independent Financial Group, LLC 0.12% Add +29.3% 124,007 $5.3M
Legacy Private Trust Co. 0.31% Reduce -2.0% 123,898 $5.3M
Estate Counselors, LLC 0.44% Reduce -40.3% 123,344 $5.3M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.03% No change 122,724 $5.2M
Allworth Financial LP 0.02% Reduce -11.1% 122,261 $5.2M
Round Rock Advisors LLC 0.78% Add +6.8% 121,346 $5.2M
GAMCO Investors 0.05% Reduce -0.3% 121,344 $5.2M
MYDA Advisors LLC 1.45% Add +200.0% 120,000 $5.1M
Brevan Howard Capital Management LP 0.11% New 120,000 $5.1M
Altfest L J & Co. Inc. 0.56% Add +2.9% 119,517 $5.1M
Broussard Financial Group LLC 4.13% — 119,426 $5.1M
Guardian Partners Inc. 0.41% New 119,400 $5.1M
Investors Portfolio Services LLC 4.57% — 118,914 $5.1M
Braeburn Wealth Management LLC 2.58% — 118,328 $5.1M
Csenge Advisory Group 0.23% Reduce -3.0% 117,950 $5.0M
Cadent Capital Advisors, LLC 1.32% Add +3.7% 117,359 $5.0M
Berger Financial Group, Inc 0.29% Add +7.7% 116,964 $5.0M
Algorithmic Investment Models, LLC 6.05% Reduce -3.4% 114,912 $4.9M
Monument Capital Management 1.22% Add +4.8% 114,825 $4.9M
Capital Insight Partners, LLC 1.04% Reduce -16.2% 114,733 $4.9M
MIdWestOne Financial Group, Inc. 0.52% Reduce -0.1% 110,452 $4.7M
Sava Penzisko Drushtvo A.D. Skopje 1.52% New 110,226 $4.7M
Envestnet Portfolio Solutions, Inc. 0.02% Add +95.8% 110,175 $4.7M
EP Wealth Advisors, LLC 0.02% — 109,893 $4.7M
Innova Wealth Partners 2.36% Reduce -3.1% 109,546 $4.7M
Lighthouse Financial Services Inc. 1.07% — 108,756 $4.6M
One Wealth Map LLC 2.34% Add +4.9% 107,948 $4.6M
Vickerman Investment Advisors, Inc. 0.92% Reduce -2.3% 107,615 $4.6M
Moneywise, Inc. 1.91% Reduce -32.4% 107,399 $4.6M
Mgo One Seven LLC 0.09% Reduce -2.3% 106,747 $4.6M
Innealta Capital, LLC 2.46% Reduce -30.2% 106,376 $4.5M
UMB Bank, n.a. 0.06% Add +3123.8% 105,739 $4.5M
Valmark Advisers, Inc. 0.06% Reduce -1.7% 105,615 $4.5M
Prosperity Consulting Group, LLC 0.20% Add +6.5% 105,517 $4.5M
Fifth Third Bancorp 0.01% Add +0.9% 104,698 $4.5M
Roundview Capital LLC 0.27% No change 103,950 $4.4M
Amica Mutual Insurance Co. 0.39% No change 103,848 $4.4M
Integrated Wealth Concepts LLC 0.05% Add +11.7% 103,629 $4.4M
Encompass More Asset Management 0.81% Add +12.5% 102,969 $4.4M
Kestra Private Wealth Services, LLC 0.05% Add +6.0% 101,606 $4.3M
Ardsley Advisory Partners LP 0.54% New 100,000 $4.3M
Blue Door Asset Management, LLC 2.68% New 100,000 $4.3M
HCR Wealth Advisors 0.42% Reduce -2.9% 99,024 $4.2M
Beck Bode, LLC 0.70% New 98,608 $4.2M
Mutual Advisors, LLC 0.09% Add +8.9% 97,670 $4.2M
Sequoia Financial Advisors, LLC 0.02% Reduce -15.0% 97,661 $4.2M
Park Edge Advisors, LLC 0.94% Add +75.7% 97,231 $4.2M
Bank of New York Mellon Corp 0.00% Add +60.3% 96,879 $4.1M
D.A. Davidson & Co. 0.03% Reduce -20.3% 96,555 $4.1M
Cibc World Markets Corp. 0.02% — 96,226 $4.1M
Chevy Chase Trust Holdings, LLC 0.01% Add +13.1% 96,155 $4.1M
Ellis Investment Partners, LLC 0.71% Add +4.3% 95,565 $4.1M
Exencial Wealth Advisors, LLC 0.13% Reduce -0.8% 95,558 $4.1M
S. R. Schill & Associates 2.86% Reduce -1.1% 95,001 $4.1M
Qube Research & Technologies Ltd 0.01% Reduce -92.1% 94,904 $4.1M
B. Riley Wealth Advisors, Inc. 0.19% Add +3.8% 93,676 $4.0M
BLB&B Advisors, LLC 0.17% Add +947.4% 92,795 $4.0M
VVR Holdings LLC 2.05% — 92,436 $3.9M
1 North Wealth Services LLC 1.38% Add +0.8% 92,096 $3.9M
Cary Street Partners Financial LLC 0.10% Reduce -3.2% 91,863 $3.9M
Trust Co. of Oklahoma 1.13% Reduce -1.1% 90,940 $3.9M
CENTRAL TRUST Co 0.08% Reduce -8.0% 90,740 $3.9M
Paragon Financial Partners, Inc. 2.37% Add +0.3% 90,326 $3.9M
Jump Financial, LLC 0.05% Reduce -80.3% 90,216 $3.9M
Hancock Whitney Corp. 0.07% Reduce -0.8% 89,844 $3.8M
Bank of Nova Scotia 0.01% New 89,430 $3.8M
Apriem Advisors 0.35% Reduce -0.2% 89,400 $3.8M
Investment Management Corp. /Va/ 3.20% Add +0.5% 89,255 $3.8M
SBI Okasan Asset Management Co.Ltd. 0.21% — 88,120 $3.8M
PFG Investments, LLC 0.18% Add +2.6% 88,346 $3.8M
Tidal Investments LLC 0.02% Add +74.5% 88,311 $3.8M
Fiera Capital Corp 0.01% New 88,225 $3.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +0.8% 87,433 $3.7M
Arkadios Wealth Advisors 0.07% Add +40.1% 87,165 $3.7M
Hamel Associates, Inc. 1.12% No change 87,130 $3.7M
ADG Wealth Management Group, LLC 2.81% Reduce -0.3% 86,745 $3.7M
Stephens Inc. 0.05% Add +4.1% 86,201 $3.7M
TD Waterhouse Canada Inc. 0.02% Add +20.0% 85,962 $3.7M
Arta Finance Wealth Management LLC 1.86% — 85,502 $3.7M
Forbes J M & Co. LLP 0.30% No change 85,378 $3.6M
Silver Coast Investments LLC 1.24% Add +100.6% 84,264 $3.6M
Fiduciary Group, LLC 0.30% Reduce -1.8% 84,219 $3.6M
Moors & Cabot, Inc. 0.15% Add +10.9% 84,023 $3.6M
MFG Wealth Management, Inc. 2.78% Reduce -0.8% 83,609 $3.6M
Quantinno Capital Management LP 0.01% Reduce -14.7% 83,531 $3.6M
Hilltop Holdings Inc. 0.21% Add +72.1% 82,413 $3.5M
Blueline Advisors LLC 2.87% — 82,364 $3.5M
Provident Co of the Employees of the Hebrew University LTD 3.63% No change 81,906 $3.5M
Money Concepts Capital Corp. 0.20% Add +7.5% 81,873 $3.5M
Centric Wealth Management 0.73% Add +0.1% 81,452 $3.5M
Principal Securities, Inc. 0.05% Add +155.2% 80,715 $3.4M
WESPAC Advisors SoCal, LLC 0.69% Add +28.3% 80,668 $3.4M
Intrua Financial, LLC 0.38% Add +61.7% 80,525 $3.4M
Ami Investment Management Inc. 0.77% Add +18.5% 79,961 $3.4M
Focus Financial Network, Inc. 0.12% Add +6.5% 79,837 $3.4M
Key Client Fiduciary Advisors, LLC 1.18% Reduce -2.3% 79,783 $3.4M
Consolidated Investment Group LLC 0.41% No change 79,740 $3.4M
Wealthfront Advisers LLC 0.01% Add +29.2% 79,622 $3.4M
Ranch Capital Advisors Inc. 1.24% Add +1.9% 79,016 $3.4M
Stillwater Capital Advisors, LLC 0.36% Reduce -0.9% 79,006 $3.4M
Investment Partners, LTD. 1.17% Add +0.3% 78,360 $3.3M
Silver Oak Securities, Incorporated 0.23% Add +100.6% 77,817 $3.3M
Greenwood Capital Associates LLC 0.36% Add +2.7% 77,718 $3.3M
Regal Partners Ltd 0.19% New 77,698 $3.3M
Founders Financial Securities LLC 0.19% Add +51.8% 76,925 $3.3M
Canton Hathaway, LLC 0.63% Add +3.7% 76,516 $3.3M
Wealth Quarterback LLC 1.17% Add +3.3% 76,009 $3.2M
NBT Bank, N.A. 0.21% Reduce -0.3% 73,869 $3.2M
Silphium Asset Management Ltd 1.36% New 74,960 $3.2M
AAFMAA Wealth Management & Trust LLC 1.25% Add +5.1% 74,919 $3.2M
Jefferies Financial Group Inc. 0.03% New 74,893 $3.2M
Shaker Investments LLC 1.32% Reduce -0.6% 74,509 $3.2M
Cordatus Wealth Management LLC 0.73% No change 74,170 $3.2M
Associated Banc-Corp 0.08% Reduce -0.4% 73,969 $3.2M
United Capital Financial Advisors, LLC 0.02% Add +76.8% 73,613 $3.1M
LCM Capital Management Inc 1.52% Reduce -2.4% 73,466 $3.1M
Rye Brook Capital LLC 2.91% No change 73,000 $3.1M
Harbour Investments, Inc. 0.06% Reduce -11.6% 72,271 $3.1M
Compass Wealth Management, LLC 1.26% Add +9.4% 71,840 $3.1M
Brave Asset Management Inc. 0.72% Add +2.8% 71,818 $3.1M
Lakeshore Capital Group, Inc. 2.45% Add +8.3% 71,732 $3.1M
Keybank National Association 0.01% Reduce -4.9% 71,716 $3.1M
Peddock Capital Advisors, LLC 0.64% Add +46.7% 71,180 $3.0M
Madison Park Capital Advisors, LLC 2.46% Add +0.2% 71,108 $3.0M
Balyasny Asset Management L.P. 0.01% Reduce -88.9% 71,049 $3.0M
Cim Investment Management Inc. 0.79% No change 70,878 $3.0M
St Germain D J Co. Inc. 0.12% Reduce -0.6% 70,740 $3.0M
Syon Capital LLC 0.15% Add +3.0% 70,675 $3.0M
Brookstone Capital Management 0.03% Add +39.3% 70,208 $3.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 70,052 $3.0M
Horizon Investments, LLC 0.04% Add +45.8% 69,837 $3.0M
Sacks & Associates, LLC 2.19% — 69,807 $3.0M
Rockport Wealth LLC 0.58% Add +31.1% 69,722 $3.0M
Winthrop Capital Management, LLC 0.69% Add +3.9% 69,575 $3.0M
Global Retirement Partners, LLC 0.05% Add +16.8% 69,421 $3.0M
Financial Planning Hawaii, Inc. 1.68% — 68,360 $2.9M
Glenmede Trust Co. NA 0.01% — 68,330 $2.9M
Magnus Financial Group LLC 0.22% Add +11.3% 68,222 $2.9M
Adams Wealth Management 0.62% Reduce -0.9% 68,096 $2.9M
CacheTech Inc. 0.54% Reduce -0.9% 68,096 $2.9M
American Assets Investment Management, LLC 0.20% No change 68,000 $2.9M
AlphaCore Capital LLC 0.07% Add +2.8% 67,993 $2.9M
Tucker Asset Management LLC 0.85% Add +4274.7% 67,983 $2.9M
Fragasso Financial Advisors Inc 0.17% Reduce -2.0% 67,302 $2.9M
AE Wealth Management LLC 0.02% Add +7.8% 66,255 $2.8M
First Merchants Corp. 0.10% Reduce -1.5% 66,120 $2.8M
CTC Alternative Strategies, Ltd. 5.29% New 66,094 $2.8M
MV Capital Management, Inc. 0.27% No change 65,982 $2.8M
Simmons Bank 0.19% Reduce -1.8% 65,767 $2.8M
Freestone Capital Holdings, LLC 0.08% Reduce -8.4% 65,712 $2.8M
KOM Wealth Management Group, LLC 1.98% Add +1.6% 65,695 $2.8M
WBH Advisory Inc. 0.21% Reduce -1.9% 65,654 $2.8M
Agave Capital Management Ltd 0.47% — 65,230 $2.8M
Tenzing Financial LLC 2.26% — 65,242 $2.8M
Patten & Patten Inc. 0.16% Reduce -0.7% 65,032 $2.8M
Sendero Wealth Management, LLC 0.31% Add +38.6% 64,805 $2.8M
AMG National Trust Bank 0.07% Reduce -1.0% 64,804 $2.8M
Larson Financial Group LLC 0.09% Add +30.2% 64,509 $2.8M
Huntington National Bank 0.02% No change 64,121 $2.7M
Wayfinding Financial, LLC 1.15% Reduce -1.4% 63,895 $2.7M
RPg Family Wealth Advisory, LLC 0.60% Reduce -10.7% 63,614 $2.7M
Carnegie Investment Counsel 0.05% Add +58.0% 63,196 $2.7M
Montag A & Associates Inc. 0.12% Add +1.2% 63,170 $2.7M
SeaCrest Wealth Management, LLC 0.27% Add +16.3% 64,018 $2.7M
Southern Capital Services Inc. 1.69% — 62,689 $2.7M
Midwest Financial Group LLC 1.16% Add +17.3% 61,496 $2.6M
Risk Paradigm Group, LLC 2.52% — 61,283 $2.6M
Apollon Wealth Management, LLC 0.05% Reduce -0.3% 60,951 $2.6M
Shepherd Financial Partners LLC 0.24% Add +0.6% 60,882 $2.6M
Earned Wealth Advisors, LLC 0.18% New 60,811 $2.6M
Ironsides Asset Advisors, LLC 0.66% Reduce -1.0% 60,758 $2.6M
Cinctive Capital Management LP 0.15% New 60,594 $2.6M
Wilson & Boucher Capital Management, LLC 1.70% Add +2.0% 60,556 $2.6M
Washington Growth Strategies LLC 1.67% Add +42.9% 60,464 $2.6M
Sage Capital Advisors,llc 0.61% Reduce -0.2% 60,244 $2.6M
Zullo Investment Group, Inc. 0.94% Add +0.7% 60,213 $2.6M
Soltis Investment Advisors LLC 0.17% Add +628.0% 60,172 $2.6M
Mezzasalma Advisors, LLC 0.61% Add +153.6% 58,697 $2.5M
Butensky & Cohen Financial Security, Inc. 0.68% Add +0.8% 59,118 $2.5M
Merit Financial Group, LLC 0.02% Add +42.1% 59,005 $2.5M
Laurel Wealth Advisors LLC 0.33% Add +0.6% 58,708 $2.5M
Northstar Advisory Group, LLC 0.88% Reduce -5.0% 58,127 $2.5M
Old National Bancorp 0.04% Reduce -0.1% 58,100 $2.5M
Community Bank, N.A. 0.29% Reduce -0.7% 58,054 $2.5M
Hudock, Inc. 0.36% Add +25.0% 57,784 $2.5M
Aspen Investment Management Inc 0.74% Add +0.7% 57,529 $2.5M
Fox Hill Wealth Management 1.14% Add +9.9% 57,526 $2.5M
Providence First Trust Co 0.84% Reduce -27.9% 56,499 $2.4M
Modera Wealth Management, LLC 0.03% Reduce -0.9% 56,216 $2.4M
D L Carlson Investment Group Inc. 0.40% Reduce -1.9% 56,144 $2.4M
Altura Wealth Advisors Inc. 1.03% Add +9.9% 56,049 $2.4M
Commerce Bank 0.01% Reduce -0.5% 55,734 $2.4M
Integrated Advisors Network LLC 0.10% Reduce -25.6% 55,449 $2.4M
City Center Advisors, LLC 2.18% Add +26.4% 55,379 $2.4M
CX Institutional 0.07% Add +3.8% 55,346 $2.4M
Coastal Bridge Advisors, LLC 0.17% Reduce -4.1% 54,590 $2.3M
Jain Global LLC 0.02% New 54,197 $2.3M
M&T Bank Corp 0.01% Reduce -1.8% 54,066 $2.3M
Virtue Capital Management, LLC 0.36% Add +40.3% 53,381 $2.3M
Stableford Capital II LLC 0.82% Reduce -4.8% 53,035 $2.3M
Corrado Advisors, LLC 1.13% Add +5.5% 52,948 $2.3M
Everstar Asset Management, LLC 1.20% Reduce -0.2% 52,627 $2.2M
Glenview Trust Co 0.03% New 52,526 $2.2M
Perigon Wealth Management, LLC 0.04% Reduce -75.9% 52,480 $2.2M
Venturi Wealth Management, LLC 0.10% Add +25.9% 51,998 $2.2M
Accretive Wealth Partners, LLC 0.66% Add +0.5% 51,870 $2.2M
Axxcess Wealth Management, LLC 0.04% Add +10.9% 51,782 $2.2M
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.33% Add +462.0% 51,700 $2.2M
Premier Path Wealth Partners, LLC 0.28% Reduce -6.9% 51,673 $2.2M
Mechanics Bank Trust Department 0.29% Reduce -0.2% 51,613 $2.2M
Savior LLC 7.95% Add +7.9% 51,557 $2.2M
Private Capital Management, LLC 0.21% Add +11.7% 51,336 $2.2M
TD Private Client Wealth LLC 0.05% Reduce -9.9% 51,286 $2.2M
Joseph P. Lucia & Associates, LLC 0.78% Add +41.8% 50,978 $2.2M
Zuckerman Investment Group, LLC 0.19% Add +11.9% 50,850 $2.2M
Asset Advisors Investment Management, LLC 0.20% Add +8.2% 50,225 $2.1M
Kovack Advisors, Inc. 0.10% Add +76.3% 50,021 $2.1M
CreativeOne Wealth, LLC 0.05% Add +15.2% 50,009 $2.1M
Wealthcare Advisory Partners LLC 0.04% Reduce -13.6% 49,899 $2.1M
Gotham Asset Management 0.01% Add +629.9% 49,822 $2.1M
SHUTTLEWORTH & Co 1.94% Add +2.1% 49,684 $2.1M
Audent Global Asset Management, LLC 1.34% Add +21.1% 49,666 $2.1M
Retireful, LLC 2.65% New 49,114 $2.1M
Simplicity Wealth,LLC 0.13% Add +62.1% 49,089 $2.1M
Tiaa Trust, National Association 0.01% Reduce -95.0% 48,861 $2.1M
Clearbridge Investments, LLC 0.00% Reduce -3.9% 48,784 $2.1M
Choate Investment Advisors 0.04% No change 48,240 $2.1M
Secure Asset Management, LLC 0.32% Add +3.1% 48,171 $2.1M
Geneos Wealth Management Inc. 0.05% Add +2.8% 48,043 $2.1M
Securian Asset Management, Inc. 0.08% No change 48,000 $2.0M
Western Wealth Management, LLC 0.09% Add +8.5% 47,951 $2.0M
Maven Securities LTD 0.26% Reduce -40.2% 47,843 $2.0M
Great Valley Advisor Group, Inc. 0.04% Add +0.2% 47,687 $2.0M
Keystone Financial Group 0.15% Add +6.9% 47,674 $2.0M
Meridian Wealth Management, LLC 0.07% Add +26.3% 47,571 $2.0M
Woodmont Investment Counsel LLC 0.13% No change 47,339 $2.0M
Compass Financial Group, Inc. 0.89% Reduce -0.7% 47,255 $2.0M
Trivium Point Advisory, LLC 0.20% Reduce -2.3% 46,973 $2.0M
Choreo, LLC 0.03% No change 46,442 $2.0M
Aster Capital Management (DIFC) Ltd 0.87% New 46,657 $2.0M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -47.6% 46,369 $2.0M
J.Safra Asset Management Corp 0.10% Add +22.2% 46,030 $2.0M
Florida Financial Advisors, LLC 0.53% Reduce -2.8% 45,835 $2.0M
Journey Strategic Wealth LLC 0.05% Reduce -1.9% 45,758 $2.0M
Crews Bank & Trust 0.28% Reduce -4.9% 45,670 $1.9M
Franklin Street Advisors Inc. 0.11% No change 45,508 $1.9M
Grandview Asset Management LLC 0.53% Add +3.5% 45,464 $1.9M
Anfield Capital Management, LLC 0.61% Add +25318.5% 45,245 $1.9M
Consolidated Capital Management, LLC 0.58% Reduce -65.2% 45,244 $1.9M
CoreCap Advisors, LLC 0.07% Reduce -5.5% 45,079 $1.9M
Colton Groome Financial Advisors, LLC 0.55% Add +4.3% 45,071 $1.9M
Certified Advisory Corp 0.17% Add +1.1% 44,957 $1.9M
Advisor OS, LLC 0.15% New 44,556 $1.9M
Cranbrook Wealth Management, LLC 0.37% Reduce -4.7% 44,209 $1.9M
Johnson Investment Counsel Inc. 0.02% Reduce -4.8% 43,881 $1.9M
Koa Wealth Management, LLC 1.28% Reduce -15.3% 43,780 $1.9M
Vise Technologies, Inc. 0.04% New 43,403 $1.9M
Intrepid Financial Planning Group LLC 0.70% Add +0.6% 43,392 $1.9M
Concentrum Wealth Management 0.52% Add +112.9% 43,381 $1.9M
WJ Financial Advisors LLC 1.65% Add +47.7% 43,358 $1.9M
Clarus Wealth Advisors 0.76% Add +3.6% 43,039 $1.8M
Farther Finance Advisors, LLC 0.02% Reduce -1.2% 43,160 $1.8M
Hollencrest Capital Management 0.06% No change 43,156 $1.8M
Capstone Investment Advisors, LLC 0.02% Reduce -81.1% 43,078 $1.8M
Chilton Investment Co. Inc. 0.04% No change 43,000 $1.8M
NCM Capital Management, LLC 0.68% Reduce -0.3% 42,947 $1.8M
Private Trust Co. NA 0.16% Reduce -16.4% 42,726 $1.8M
Corundum Group, Inc. 0.61% Reduce -6.5% 42,691 $1.8M
Transamerica Financial Advisors, LLC 0.15% Add +0.2% 42,440 $1.8M
Sharper & Granite LLC 0.64% Add +1.5% 42,282 $1.8M
Elevation Point Wealth Partners, LLC 0.09% Add +4.3% 42,251 $1.8M
Aristides Capital LLC 0.63% Add +4.5% 42,196 $1.8M
Citizens Financial Group Inc. 0.02% Add +3.3% 42,110 $1.8M
Maridea Wealth Management LLC 0.27% Add +8.2% 41,967 $1.8M
Fairvoy Private Wealth, LLC 0.40% Reduce -1.3% 41,905 $1.8M
Orange Investment Advisors, Inc. 0.20% Reduce -5.1% 41,787 $1.8M
City Holding Co. 0.22% Add +20.8% 41,569 $1.8M
M1 Capital Management LLC 0.74% Reduce -7.3% 41,527 $1.8M
International Assets Investment Management, LLC 0.12% Add +51.6% 41,455 $1.8M
Venture Visionary Partners LLC 0.06% Add +2.4% 41,386 $1.8M
Uptown Financial Advisors LLC 1.50% Add +22.4% 41,290 $1.8M
Foronjy Financial LLC 0.74% Add +0.2% 41,278 $1.8M
Proffitt & Goodson Inc. 0.25% Reduce -3.1% 41,120 $1.8M
Sava Infond d.o.o. 0.24% Add +93.8% 41,080 $1.8M
Second Half Financial Partners, LLC 0.78% Add +12.4% 41,012 $1.8M
Laraway Financial Advisors Inc 1.14% Reduce -0.3% 40,963 $1.7M
Performance Wealth Partners, LLC 0.05% Reduce -2.5% 40,438 $1.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -1.1% 40,166 $1.7M
Capital Investment Counsel, LLC 0.24% Add +17.9% 40,303 $1.7M
Bullock Wealth Management Group 0.84% — 40,237 $1.7M
Banco BTG Pactual S.A. 0.30% New 39,716 $1.7M
Stamos Capital Partners, L.P. 0.27% Add +27.6% 39,632 $1.7M
Ransom Advisory, Ltd 0.66% New 39,449 $1.7M
Atlas Capital Advisors Inc. 0.19% — 39,432 $1.7M
Asset Allocation Strategies LLC 0.31% Reduce -4.1% 39,401 $1.7M
Cabana LLC 12.48% New 39,020 $1.7M
Central Bank & Trust Co. 0.26% Reduce -0.9% 39,016 $1.7M
National Bank of Canada 0.00% Add +13.0% 38,908 $1.7M
Pallas Capital Advisors LLC 0.05% Reduce -0.1% 38,769 $1.7M
Arete Wealth Advisors, LLC 0.11% Add +33.1% 38,580 $1.6M
Accel Wealth Management 0.44% Reduce -2.0% 38,088 $1.6M
Lionsbridge Wealth Management LLC 1.64% Reduce -0.2% 38,056 $1.6M
Chemung Canal Trust Co. 0.32% Reduce -12.8% 37,833 $1.6M
Lane Brothers & Co. Inc. 1.17% — 37,797 $1.6M
Stratos Wealth Partners, LTD. 0.02% Reduce -60.5% 37,349 $1.6M
Solstein Capital, LLC 0.64% Reduce -1.5% 37,310 $1.6M
Avior Wealth Management, LLC 0.05% Add +16.2% 37,117 $1.6M
Polymer Capital Management (HK) LTD 0.24% No change 36,768 $1.6M
Gerber Kawasaki Wealth & Investment Management 0.05% Add +2.2% 36,522 $1.6M
Edgestream Partners, L.P. 0.04% Reduce -51.7% 36,483 $1.6M
WP Advisors, LLC 0.39% Reduce -3.2% 36,362 $1.6M
Penobscot Wealth Management 0.48% Add +0.7% 36,243 $1.5M
Guidance Capital, Inc. 0.38% Reduce -35.6% 36,209 $1.5M
Prentice Wealth Management LLC 0.35% New 36,090 $1.5M
1ST Source Bank 0.08% Add +0.9% 36,074 $1.5M
Parallel Advisors, LLC 0.03% Reduce -4.0% 35,938 $1.5M
Harbor Investment Advisory, LLC 0.11% Add +7.8% 35,587 $1.5M
Sykon Capital LLC 0.49% Add +30.2% 35,413 $1.5M
Flagship Private Wealth, LLC 0.59% Add +38.9% 35,358 $1.5M
Wexford Capital LP 0.39% No change 35,274 $1.5M
Kassira Wealth Management LLC 1.43% Add +1.2% 35,269 $1.5M
Freedom Financial Partners LLC 0.55% Reduce -1.6% 35,217 $1.5M
J. Safra Sarasin Holding AG 0.02% Add +7.7% 34,980 $1.5M
Collaborative Wealth Managment Inc. 0.53% Reduce -25.7% 35,039 $1.5M
World Investment Advisors 0.02% Add +27.8% 34,795 $1.5M
PeakShares LLC 1.45% — 34,760 $1.5M
Xcelsior Advisor Partners LLC 0.72% — 34,688 $1.5M
Pinebridge Investments LLC 0.01% — 34,680 $1.5M
Interactive Financial Advisors, Inc. 0.95% Reduce -10.3% 34,586 $1.5M
XTX Topco Ltd 0.04% Add +187.6% 34,583 $1.5M
Ameritas Advisory Services, LLC 0.05% Add +41.7% 34,030 $1.5M
Bravera Wealth 0.72% — 33,817 $1.4M
CWA Asset Management Group, LLC 0.05% Reduce -6.7% 33,646 $1.4M
Visionary Horizons, LLC 0.74% Add +101.7% 33,517 $1.4M
Strategic Blueprint, LLC 0.08% Reduce -3.6% 33,480 $1.4M
Wealthspire Retirement, LLC 0.09% Add +25.3% 33,021 $1.4M
Evernest Financial Advisors, LLC 0.29% Reduce -10.3% 32,097 $1.4M
Peoples Financial Services Corp. 0.65% Reduce -6.7% 32,640 $1.4M
CDM Financial Counseling Services, Inc. 1.30% — 32,523 $1.4M
Samalin Investment Counsel, LLC 0.49% Reduce -2.6% 32,523 $1.4M
Clear Creek Financial Management, LLC 0.11% Add +1.6% 32,149 $1.4M
Cladis Investment Advisory, LLC 0.75% Add +12.1% 32,110 $1.4M
New Wave Wealth Advisors LLC 0.50% Reduce -1.3% 31,810 $1.4M
O'shaughnessy Asset Management, LLC 0.01% Add +10.3% 31,802 $1.4M
Hills Bank & Trust Co 0.08% Add +79.2% 31,717 $1.4M
Shum Financial Group, Inc. 0.97% No change 31,641 $1.4M
Financial & Tax Architects, LLC 0.30% Add +2.4% 31,427 $1.3M
Pine Valley Investments Ltd Liability Co 0.07% Add +11.5% 31,401 $1.3M
Fifth Third Wealth Advisors LLC 0.05% Add +4.9% 31,312 $1.3M
Jacobi Capital Management LLC 0.08% Add +161.1% 31,306 $1.3M
Capital Advisors, Ltd. LLC 0.15% Add +3.7% 31,276 $1.3M
Patriot Investment Management Group, Inc. 0.08% No change 31,038 $1.3M
17 Capital Partners, LLC 0.69% Reduce -2.7% 30,970 $1.3M
HBK Sorce Advisory LLC 0.03% Reduce -40.5% 30,479 $1.3M
Diversified Enterprises, LLC 0.08% No change 30,848 $1.3M
AdvisorNet Financial, Inc 0.07% Add +125.0% 30,808 $1.3M
Horizon Family Wealth, Inc. 0.70% New 30,760 $1.3M
Verition Fund Management LLC 0.01% Add +100.7% 30,533 $1.3M
Nvest Financial, LLC 0.54% Add +22.2% 30,533 $1.3M
Spinnaker Investment Group, LLC 0.24% Add +15.8% 30,410 $1.3M
Tocqueville Asset Management L.P. 0.02% Add +1.6% 30,368 $1.3M
Lee Danner & Bass Inc. 0.09% Reduce -0.1% 30,170 $1.3M
SCS Capital Management LLC 0.01% No change 30,039 $1.3M
Parkside Investments, LLC 0.16% Reduce -25.0% 30,000 $1.3M
Cresset Asset Management, LLC 0.01% Add +27.9% 29,799 $1.3M
Sepio Capital, LP 0.07% No change 29,784 $1.3M
Kingswood Wealth Advisors, LLC 0.06% Add +71.7% 29,766 $1.3M
Alpha Cubed Investments, LLC 0.04% Reduce -2.5% 29,726 $1.3M
Harrell Investment Partners, LLC 0.30% Reduce -0.5% 29,682 $1.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% Reduce -17.9% 29,579 $1.3M
Orrstown Financial Services Inc. 0.21% Add +5.0% 29,435 $1.3M
Ticino Wealth 0.46% — 29,262 $1.2M
Franklin Resources Inc. 0.00% Add +73.0% 29,255 $1.2M
Bluebird Wealth Management LLC 1.16% — 29,211 $1.2M
Granite Harbor Advisors, Inc. 0.52% Add +2.1% 29,081 $1.2M
WealthShield Partners, LLC 0.14% No change 28,712 $1.2M
Essex LLC 0.22% Add +2.8% 28,692 $1.2M
HB Wealth Management, LLC 0.01% Reduce -2.3% 28,686 $1.2M
NewEdge Wealth, LLC 0.01% No change 28,577 $1.2M
Midwest Trust Co 0.02% Reduce -5.7% 28,499 $1.2M
St. Nicholas Private Asset Management, Inc. 1.09% No change 28,440 $1.2M
Opus Financial Solutions LLC 1.14% — 28,388 $1.2M
Caxton Associates LLP 0.02% New 28,388 $1.2M
Cypress Capital Group 0.14% Add +21.8% 28,330 $1.2M
Fourth Dimension Wealth, LLC 0.44% Reduce -0.1% 28,310 $1.2M
First National Bank of Omaha 0.04% New 27,883 $1.2M
Private Wealth Group, LLC 0.57% Add +3.9% 27,770 $1.2M
GM Advisory Group, LLC 0.05% Add +31.1% 27,736 $1.2M
Wincap Financial LLC 0.81% Reduce -0.2% 27,714 $1.2M
JBR Co Financial Management Inc 0.50% Reduce -8.1% 27,712 $1.2M
Jaffetilchin Investment Partners, LLC 0.07% Add +5.7% 27,412 $1.2M
Diversify Advisory Services, LLC 0.04% Add +12.2% 26,876 $1.2M
Resonant Capital Advisors, LLC 0.06% No change 26,930 $1.1M
Denver Wealth Management, Inc. 0.41% Reduce -74.2% 26,812 $1.1M
AmeriServ Wealth Advisors 0.67% Reduce -5.5% 26,808 $1.1M
Marshall Investment Management, LLC 0.57% Reduce -0.7% 26,762 $1.1M
Cary Street Partners Investment Advisory LLC 0.31% Add +662.3% 26,665 $1.1M
Tradewinds, LLC. 0.27% New 26,660 $1.1M
Sage Capital Management, LLC 0.53% Reduce -0.4% 26,623 $1.1M
Pursuit Wealth Strategies, LLC 1.59% — 26,609 $1.1M
Dedeker Financial LLC 1.01% — 26,498 $1.1M
BBR Partners, LLC 0.06% Reduce -10.7% 26,410 $1.1M
Terra Nova Asset Management LLC 0.74% Add +0.6% 26,337 $1.1M
Trust Co 0.10% Add +3.5% 26,222 $1.1M
First Trust Advisors LP 0.00% Add +4.1% 26,196 $1.1M
Creekside Partners 0.47% No change 26,041 $1.1M
KKM Financial LLC 0.20% Add +81.5% 26,030 $1.1M
Belpointe Asset Management LLC 0.04% Add +7.6% 25,892 $1.1M
Apollon Financial, LLC 0.16% Add +106.2% 25,855 $1.1M
Twin Tree Management, LP 0.11% New 25,736 $1.1M
Shulman DeMeo Asset Management LLC 0.25% Reduce -2.0% 25,691 $1.1M
CWC Advisors, LLC. 0.53% Reduce -0.4% 25,630 $1.1M
Waldron Private Wealth LLC 0.04% No change 25,578 $1.1M
Advyzon Investment Management, LLC 0.13% Add +16.5% 25,565 $1.1M
Alamea Verwaltungs GmbH 0.73% No change 25,000 $1.1M
Purus Wealth Management, LLC 0.34% Add +6.3% 25,292 $1.1M
Telos Capital Management, Inc. 0.10% Reduce -5.1% 25,140 $1.1M
Primoris Wealth Advisors, LLC 0.64% Reduce -2.8% 25,140 $1.1M
Solutions 4 Wealth, Ltd 1.62% Reduce -1.4% 25,118 $1.1M
Nwam LLC 0.06% Reduce -21.6% 24,995 $1.1M
Pettyjohn, Wood & White, Inc. 0.17% Reduce -0.5% 25,083 $1.1M
Himension Capital (singapore) Pte. LTD. 0.07% Reduce -30.4% 25,082 $1.1M
Volterra Technologies LP 1.09% Reduce -68.6% 24,975 $1.1M
Fisher Asset Management 0.00% Add +170.8% 24,955 $1.1M
Rhodes Investment Advisors Inc. 0.86% — 24,875 $1.1M
Howard Capital Management, LLC 0.01% Add +3.9% 24,828 $1.1M
GeoWealth Management, LLC 0.04% Reduce -16.3% 24,800 $1.1M
Centennial Bank 0.42% Add +42.0% 24,798 $1.1M
Neuberger Berman Group LLC 0.00% Add +10.6% 24,762 $1.1M
Ssi Investment Management LLC 0.39% No change 24,600 $1.1M
Regions Financial Corp. 0.01% Add +3.5% 24,344 $1.0M
HBW Advisory Services LLC 0.11% Add +1.9% 24,339 $1.0M
IKE Capital, LLC 0.90% — 24,328 $1.0M
Lanark Financial, Inc. 0.08% Add +13.6% 24,090 $1.0M
Meridian Financial Advisors, LLC 0.56% Add +8.7% 24,015 $1.0M
OneDigital Investment Advisors LLC 0.01% Reduce -9.1% 24,015 $1.0M
Montecito Bank & Trust 0.16% Reduce -0.4% 23,978 $1.0M
Transcend Capital Advisors, LLC 0.08% Reduce -52.5% 23,924 $1.0M
Allie Family Office LLC 0.48% Reduce -9.8% 21,640 $1.0M
Triangle Securities Wealth Management 0.21% No change 23,795 $1.0M
Councilor Wealth, LLC 0.48% No change 23,725 $1.0M
Forvis Mazars Wealth Advisors, LLC 0.02% Add +1.2% 23,620 $1.0M
Rock Point Advisors, LLC 0.25% Reduce -1.1% 23,518 $1.0M
Platform Technology Partners 0.21% Add +1.0% 23,401 $999K
Global View Capital Management LLC 0.19% Reduce -59.3% 23,325 $996K
Chesapeake Wealth Management 0.30% Add +6.2% 23,270 $993K
Jackson, Grant Investment Advisers, Inc. 0.33% Add +0.4% 23,256 $993K
HSBC Holdings PLC 0.00% Add +176.9% 23,080 $986K
Afg Fiduciary Services Limited Partnership 0.59% Reduce -3.6% 22,834 $986K
Rwa Wealth Partners, LLC 0.01% Add +45.8% 23,030 $983K
Arkfeld Wealth Strategies, L.L.C. 0.34% Reduce -15.3% 23,437 $981K
CRA Financial Services, LLC 0.13% Reduce -2.4% 22,957 $980K
Sowell Financial Services LLC 0.04% Reduce -23.5% 22,945 $980K
Counterweight Ventures, LLC 0.55% Add +0.9% 22,931 $979K
Iyo Bank, Ltd. 0.31% Add +169.0% 22,878 $977K
Cullen/Frost Bankers, Inc. 0.01% Add +8.6% 22,798 $973K
Visionary Wealth Advisors 0.04% Reduce -3.9% 22,791 $973K
Turn8 Private Wealth Inc. 0.70% Reduce -1.1% 22,771 $972K
Quantbot Technologies LP 0.03% New 22,700 $969K
Allred Capital Management, LLC 0.35% Reduce -6.5% 22,689 $969K
3EDGE Asset Management, LP 0.05% Add +21.4% 22,546 $968K
Stone Summit Wealth LLC 0.26% No change 22,520 $961K
Wall Capital Group, Inc. 0.92% — 22,519 $961K
PCG Asset Management, LLC 0.76% Reduce -2.5% 21,884 $956K
Narwhal Capital Management 0.07% No change 22,310 $952K
Chicago Partners Investment Group LLC 0.02% Add +11.6% 22,346 $951K
Mirador Capital Partners LP 0.13% Add +0.5% 22,274 $951K
Wealthspire Advisors, LLC 0.01% Add +24.6% 22,256 $950K
Whalen Wealth Management Inc. 0.51% New 22,212 $948K
First Horizon Corp. 0.04% Reduce -3.4% 22,163 $946K
Deltec Asset Management LLC 0.16% New 22,000 $939K
Wesbanco Bank Inc. 0.03% No change 21,984 $938K
Horizon Financial Services, LLC 0.43% Add +9.5% 21,967 $938K
Diversify Wealth Management, LLC 0.04% Add +273.8% 21,883 $938K
KW Wealth Management LLC 1.42% Add +11.3% 21,921 $936K
Lynx Investment Advisory 0.51% Add +0.5% 21,908 $935K
Two Sigma Securities, LLC 0.13% Add +47.4% 21,886 $934K
Cullen Capital Management, LLC 0.01% New 21,872 $934K
Keel Point, LLC 0.06% Reduce -23.3% 21,773 $930K
Abbot Financial Management, Inc. 0.38% No change 21,550 $920K
Realta Investment Advisors 0.30% Add +365.6% 21,438 $915K
Ensign Peak Advisors, Inc 0.00% Add +4.9% 21,417 $914K
PW Nova Financial Services LLC 0.35% — 21,167 $914K
Stonebridge Financial Planning Group, LLC 0.33% Add +36.3% 21,396 $913K
Koshinski Asset Management, Inc. 0.06% Reduce -29.8% 21,300 $909K
Bfsg, LLC 0.09% Reduce -3.7% 21,164 $903K
Boltwood Capital Management 0.23% Add +0.5% 21,161 $903K
Silverlake Wealth Management LLC 0.20% Add +2.5% 21,013 $897K
Circle Wealth Management, LLC 0.01% No change 20,944 $894K
Family Investment Center, Inc. 0.18% Add +5.3% 20,916 $893K
John G Ullman & Associates Inc. 0.12% Add +48.2% 20,914 $893K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.11% Reduce -1.4% 20,743 $885K
Calton & Associates, Inc. 0.13% Add +4.3% 20,621 $880K
Investment House LLC 0.04% Reduce -5.5% 20,600 $879K
American Alpha Advisors, LLC 0.55% Add +10.9% 20,551 $877K
Powell Investment Advisors, LLC 0.30% No change 20,430 $872K
McAdam, LLC 0.04% Add +44.4% 20,416 $872K
Novare Capital Management LLC 0.07% Add +35.0% 20,328 $868K
Provida Pension Fund Administrator 0.01% No change 20,286 $866K
Stolper Co 0.25% Add +5.6% 19,278 $862K
Tradition Wealth Management, LLC 0.06% Add +3.9% 20,188 $862K
United Asset Strategies, Inc. 0.07% Add +9.3% 20,175 $861K
Texas Yale Capital Corp. 0.03% No change 20,150 $860K
O'ROURKE & COMPANY, Inc 0.33% No change 20,102 $858K
Fulcrum Equity Management 0.81% Add +33.8% 19,910 $850K
McGlone Suttner Wealth Management, Inc. 0.11% No change 19,892 $849K
Quartz Partners, LLC 0.32% Add +10.7% 19,838 $847K
Cushing Capital Partners, LLC 0.63% Add +12.6% 19,793 $845K
Arax Advisory Partners 0.02% New 19,751 $843K
J. Goldman & Co LP 0.03% Reduce -44.7% 19,723 $842K
Objective Capital Management, LLC 0.86% Add +0.2% 19,718 $842K
Destiny Capital Corp 0.43% Reduce -1.3% 19,705 $841K
E&G Advisors, LLC 0.19% Add +4.0% 19,674 $840K
Monetary Management Group Inc. 0.19% Add +7.7% 19,604 $837K
Camelot Technology Advisors, Inc. 0.63% Reduce -8.2% 19,596 $837K
David J Yvars Group 0.44% Reduce -3.0% 19,440 $833K
CMG Global Holdings, LLC 0.37% Reduce -0.6% 19,232 $829K
Disciplined Investors, L.L.C. 0.54% Add +1.4% 19,378 $827K
Summit Financial Consulting LLC 0.60% Reduce -0.7% 19,318 $825K
Ashton Thomas Securities, LLC 0.16% Add +0.1% 18,680 $823K
Compound Planning, Inc. 0.02% Add +6.1% 19,209 $820K
Luminist Capital LLC 1.01% Reduce -3.4% 19,163 $818K
Fortem Financial Group, LLC 0.22% Add +68.3% 19,106 $816K
SageGuard Financial Group, LLC 0.13% — 19,066 $814K
Odyssey Capital Advisors, Inc. 0.72% — 19,061 $814K
Salem Investment Counselors Inc. 0.02% Add +1.0% 18,990 $811K
Creative Financial Designs Inc. 0.05% Add +7.6% 18,948 $809K
Farmers Trust Co. 0.13% Reduce -3.0% 18,728 $799K
Burford Brothers, Inc. 0.33% Reduce -0.3% 18,650 $796K
Dumont & Blake Investment Advisors LLC 0.19% Reduce -2.0% 18,618 $795K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.11% Reduce -5.2% 18,601 $794K
Lotus Technology Management, LP 0.44% — 18,590 $794K
Cooksen Wealth, LLC 0.58% Add +0.8% 18,471 $789K
John Boyer, Inc. 0.80% Add +0.7% 18,402 $786K
Claro Advisors Inc. 0.11% Add +15.1% 18,355 $784K
Stock Yards Bank & Trust Co. 0.02% Add +1.6% 18,310 $782K
Continuum Advisory, LLC 0.08% Add +5.1% 18,150 $775K
Betterment LLC 0.00% Add +26.5% 18,087 $772K
Cornerstone National Bank & Trust Co 0.31% Add +1.1% 18,064 $771K
Moulton Wealth Management, Inc. 0.73% Reduce -0.6% 17,835 $770K
Rothschild Investment LLC 0.04% Add +8.2% 18,008 $769K
Nations Financial Group Inc, /Ia/ 0.04% Add +79.4% 17,875 $763K
South Shore Capital Advisors 0.56% — 17,850 $762K
White Pine Capital LLC 0.21% Reduce -0.1% 17,844 $762K
Capital Analysts, LLC 0.02% Add +0.5% 17,827 $761K
Sovereign Financial Group, Inc. 0.13% Add +14.0% 17,733 $757K
M3 Advisory Group, LLC 0.46% Add +1.8% 17,651 $754K
MWA Asset Management 0.42% Reduce -1.2% 17,643 $753K
Eldridge Investment Advisors, Inc. 0.17% No change 17,600 $751K
Cliftonlarsonallen Wealth Advisors, LLC 0.01% New 17,596 $751K
Matthew Goff Investment Advisor, LLC 0.13% Reduce -0.2% 17,493 $747K
D.B. Root & Company, LLC 0.18% Add +159.1% 17,430 $744K
Narus Financial Partners, LLC 0.20% Reduce -0.7% 17,396 $743K
Personal Cfo Solutions, LLC 0.12% Reduce -1.7% 17,327 $740K
Nomura Asset Management Co. Ltd. 0.00% No change 17,318 $739K
Pinnacle Family Advisors, LLC 0.33% New 17,309 $739K
Jackson Hole Capital Partners, LLC 0.13% Reduce -3.4% 17,267 $737K
Mizuho Markets Cayman LP 0.04% New 17,198 $734K
Smith Thornton Advisors LLC 0.37% No change 17,196 $734K
Gateway Wealth Partners, LLC 0.08% Add +21.4% 17,178 $733K
Brookwood Investment Group LLC 0.09% Reduce -87.7% 17,043 $728K
John A. Wolfe & Associates, Inc. 0.39% — 17,028 $727K
Bramshill Investments, LLC 0.04% Reduce -19.1% 17,000 $726K
Elite Wealth Management, Inc. 0.20% New 16,992 $725K
Kessler Investment Group, LLC 0.30% No change 16,906 $722K
Bluespring Wealth Management, LLC 0.06% Reduce -3.1% 16,874 $720K
MontVue Capital Management, Inc. 0.48% Reduce -2.4% 16,855 $720K
Independence Wealth Advisors, LLC 0.40% — 16,730 $714K
Sound Income Strategies, LLC 0.03% Add +105.3% 16,453 $714K
Vigilare Wealth Management 0.24% Reduce -5.0% 16,700 $713K
Compagnie Lombard Odier SCmA 0.01% No change 16,700 $713K
Onyx Bridge Wealth Group LLC 0.08% Reduce -7.7% 16,692 $713K
Adapt Wealth Advisors, LLC 0.25% Reduce -26.4% 16,691 $713K
Rehmann Capital Advisory Group 0.04% Add +4.9% 16,569 $707K
Walleye Capital LLC 0.00% Add +416.2% 16,560 $707K
Nvwm, LLC 0.15% Add +10.6% 16,445 $702K
One Capital Management, LLC 0.02% Reduce -3.3% 16,278 $695K
FineMark National Bank & Trust 0.02% Reduce -0.2% 16,230 $693K
Noesis Capital Mangement Corp. 0.10% Reduce -13.8% 16,144 $689K
Tyche Wealth Partners LLC 0.11% Add +5.4% 16,118 $688K
Tandem Wealth Advisors LLC 0.31% Add +20.3% 16,114 $688K
Patton Albertson Miller Group, LLC 0.08% Reduce -0.7% 16,032 $684K
Tranquility Partners, LLC 0.25% Add +60.5% 15,998 $683K
Ascentis Independent Advisors 0.11% Add +155.4% 15,903 $679K
Mount Lucas Management LP 0.30% Reduce -1.8% 15,708 $671K
Manchester Capital Management LLC 0.09% Reduce -2.4% 15,590 $666K
Dearborn Partners LLC 0.03% Reduce -4.9% 15,400 $657K
Moneco Advisors, LLC 0.05% Add +6.5% 15,269 $652K
Verdence Capital Advisors LLC 0.04% Reduce -38.3% 15,259 $651K
Smith, Moore & Co. 0.05% Add +37.6% 15,242 $651K
V2 Financial group LLC 0.32% Add +8.2% 15,240 $651K
10Elms LLP 0.68% Reduce -0.8% 15,146 $647K
Nalls Sherbakoff Group, LLC 0.47% No change 15,134 $646K
Sowa Financial Group, Inc. 0.34% New 15,117 $645K
Madden Advisory Services, Inc. 0.26% Reduce -6.0% 14,990 $640K
PSI Advisors, LLC 0.16% Reduce -29.3% 14,959 $639K
Integrity Advisory Solutions, LLC 0.09% Add +8.2% 14,928 $637K
Wealth Enhancement Trust Services, Inc. 0.08% — 14,914 $637K
Strait & Sound Wealth Management LLC 0.24% No change 14,894 $636K
Perennial Investment Advisors, LLC 0.05% Add +5.9% 14,766 $630K
Fortune Financial Group, Inc. 0.62% — 14,536 $630K
WealthTrust Axiom LLC 0.16% No change 14,717 $628K
Contravisory Investment Management, Inc. 0.12% Add +15.2% 14,645 $625K
Hyundai Investments Co., Ltd. 0.61% New 14,550 $625K
Verus Capital Partners, LLC 0.04% No change 14,614 $624K
High Point Wealth Management, LLC 0.60% — 14,613 $624K
Arrow Financial Corp 0.06% Reduce -28.3% 14,572 $622K
Windsor Capital Management, LLC 0.18% Reduce -2.0% 14,546 $621K
Summit Trail Advisors, LLC 0.01% Reduce -61.2% 14,493 $619K
FWL Investment Management, LLC 0.15% Add +1.5% 14,433 $616K
Stratos Wealth Advisors, LLC 0.03% Add +69.5% 14,390 $614K
Chemistry Wealth Management LLC 0.11% No change 14,218 $607K
Value Investment Professionals, LLC 0.64% — 14,210 $607K
Sageworth Trust Co 0.03% No change 14,200 $606K
Talisman Wealth Advisors LLC 0.47% Add +8.1% 14,147 $605K
Moneta Group Investment Advisors LLC 0.00% Add +17.9% 14,166 $605K
TrueWealth Advisors, LLC 0.16% Reduce -3.3% 14,070 $601K
Heritage Wealth Advisors 0.02% Reduce -37.0% 14,059 $600K
Markin Asset Management, LP 0.66% — 14,055 $600K
ARS Investment Partners, LLC 0.04% Add +6.8% 14,049 $600K
Debussy Capital Management LP 0.08% Reduce -4.7% 14,006 $598K
Oakworth Capital, Inc. 0.03% No change 13,974 $597K
Readystate Asset Management LP 0.05% New 13,967 $596K
True Vision MN LLC 0.30% Add +1.6% 13,915 $594K
Ameritas Investment Partners, Inc. 0.02% Add +59.9% 13,875 $592K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -16.9% 13,827 $590K
Evanson Asset Management, LLC 0.03% Add +0.1% 13,788 $589K
White Pine Investment CO 0.14% Add +9.5% 13,728 $586K
Turtle Creek Wealth Advisors, LLC 0.05% Add +50.4% 13,722 $586K
Paradigm, Strategies in Wealth Management, LLC 0.38% No change 13,668 $583K
Avaii Wealth Management, LLC 0.21% Add +3.7% 13,663 $583K
Quantum Portfolio Management LLC 0.26% Reduce -44.8% 13,643 $582K
Stronghold Wealth Management L.L.C. 0.85% — 13,502 $576K
WESPAC Advisors, LLC 0.31% Add +55.0% 13,502 $576K
Berkeley Capital Partners, LLC 0.14% Add +120.3% 13,498 $576K
IMC-Chicago, LLC 0.01% New 13,489 $576K
Bailard, Inc. 0.01% Add +0.8% 13,468 $575K
Constitution Capital LLC 0.27% Add +8.7% 13,462 $575K
Fiduciary Alliance LLC 0.04% Add +56.6% 13,414 $573K
Mathes Company, Inc. 0.21% Add +59.5% 13,400 $572K
Fort Sheridan Advisors LLC 0.07% Reduce -0.2% 13,336 $569K
Signal Advisors Wealth, LLC 0.05% Add +3.9% 13,288 $567K
Westover Capital Advisors, LLC 0.10% No change 13,200 $564K
Melone Private Wealth, LLC 0.24% Add +43.7% 13,175 $562K
Colony Family Offices, LLC 0.14% No change 13,100 $559K
Patten Group, Inc. 0.10% Add +3.3% 13,066 $558K
Lumbard & Kellner, LLC 0.19% Add +2.2% 13,034 $556K
Kercheville Advisors, LLC 0.15% Reduce -73.8% 13,001 $555K
Fulton Bank, N.A. 0.02% Add +14.8% 12,932 $552K
Peoples Bank 0.55% Add +30.5% 12,842 $548K
Institute for Wealth Management, LLC. 0.06% Reduce -8.7% 12,841 $548K
Bryn Mawr Trust Advisors, LLC 0.03% Add +25.4% 12,742 $544K
Hansen & Associates Financial Group, Inc. 0.30% Add +47.3% 12,288 $543K
Exit Wealth Advisors, LLC. 0.32% Add +25.7% 12,702 $542K
JB Capital LLC 0.02% Add +6.8% 12,639 $540K
Stelac Advisory Services LLC 0.19% Add +199.3% 12,570 $537K
Cherry Tree Wealth Management, LLC 0.11% No change 12,542 $535K
Keebeck Wealth Management 0.06% No change 12,492 $533K
Planning Directions Inc. 0.27% Add +7.5% 12,464 $532K
Laurel Oak Wealth Management, LLC 0.09% — 12,400 $529K
Cascades Capital Asset Management, LLC 0.22% Add +65.1% 12,300 $525K
JM2 Capital Inc. 0.42% — 12,271 $524K
Balefire, LLC 0.10% Add +59.1% 12,260 $523K
Cutler Investment Counsel LLC 0.05% No change 12,238 $522K
Childress Capital Advisors, LLC 0.08% New 12,174 $520K
Sovran Advisors, LLC 0.04% Reduce -31.0% 11,854 $517K
Summit Wealth Partners, LLC 0.10% Add +7.2% 12,092 $516K
CAP Partners, LLC 0.29% Add +1.1% 12,089 $516K
J2 Capital Management Inc 0.37% Reduce -0.2% 12,027 $513K
Legacy Capital Wealth Partners, LLC 0.11% Add +13.6% 11,960 $511K
Acorns Advisers, LLC 0.00% Add +28.4% 11,933 $509K
Strategic Advisors LLC 0.08% Add +13.8% 11,908 $508K
Axis Wealth Partners, LLC 0.28% No change 11,895 $508K
Vident Advisory, LLC 0.00% Add +3.1% 11,827 $505K
Argent Trust Co 0.02% Reduce -4.8% 11,818 $505K
Adkins Seale Capital Management LLC 0.50% — 11,800 $504K
Dana Investment Advisors, Inc. 0.01% Add +6.8% 11,794 $503K
Marin Bay Wealth Advisors, LLC 0.29% — 11,755 $502K
Okabena Investment Services Inc. 0.09% Add +2.0% 11,637 $497K
Spreng Capital Management, Inc. 0.20% Add +0.8% 11,634 $497K
Navis Wealth Advisors, LLC 0.21% No change 11,548 $493K
Lake Hills Wealth Management, LLC 0.25% New 11,435 $488K
Donaldson Capital Management, LLC 0.02% Add +52.5% 11,404 $487K
Federation des caisses Desjardins du Quebec 0.00% No change 11,384 $486K
Keating Financial Advisory Services, Inc. 0.07% — 11,370 $485K
Comprehensive Financial Planning, Inc. 0.32% Reduce -2.7% 11,342 $484K
Retirement Planning Co of New England, Inc. 0.19% Reduce -0.2% 11,331 $484K
Taylor & Morgan Wealth Management, LLC 0.27% Add +0.7% 11,207 $478K
SBI Securities Co., Ltd. 0.01% Add +1.1% 11,194 $478K
Pinnacle Associates Ltd. 0.01% Reduce -7.0% 11,182 $477K
Birchcreek Wealth Management, LLC 0.23% Reduce -5.1% 11,156 $476K
KG Capital Management 0.12% Add +0.3% 11,154 $476K
Reliant Investment Partners, LLC 0.37% Add +5.0% 11,150 $476K
James Investment Research, Inc. 0.05% No change 11,132 $475K
Thomasville National Bank 0.03% Reduce -5.1% 11,128 $475K
Bank of Marin 0.33% Reduce -1.8% 11,124 $475K
Headlands Technologies LLC 0.04% New 11,095 $474K
First Citizens Bank & Trust Co. 0.01% Reduce -10.9% 11,078 $473K
Argyle Capital Partners, LLC 0.34% Add +12.3% 11,062 $472K
Symmetry Partners, LLC 0.03% New 11,016 $470K
Nicolet Bankshares Inc. 0.08% Add +13.7% 10,972 $468K
Cypress Wealth Services, LLC 0.06% Add +100.3% 10,947 $467K
Barry Investment Advisors, LLC 0.10% Add +0.3% 10,936 $467K
Thrive Capital Management, LLC 0.10% Reduce -12.9% 10,882 $465K
OakTrust Wealth Advisors, LLC 0.43% — 10,881 $465K
Valeo Financial Advisors, LLC 0.01% Add +5.6% 10,848 $463K
RiverFront Investment Group, LLC 0.01% Reduce -4.4% 10,780 $460K
ABLE Financial Group, LLC 0.09% Add +3.0% 10,756 $459K
Daymark Wealth Partners, LLC 0.01% Add +7.1% 10,747 $459K
First Manhattan Co. Llc. 0.00% Add +3.9% 10,742 $459K
Maple Capital Management, Inc. 0.03% Reduce -16.6% 10,742 $459K
RIA Advisory Group LLC 0.11% Add +3.7% 10,617 $453K
Hickory Point Bank & Trust 0.33% Add +1.9% 10,596 $452K
ATX Financial Planning, LLC 0.35% — 10,594 $452K
Sequent Asset Management, LLC 0.20% Add +10.4% 10,578 $451K
NovaPoint Capital, LLC 0.12% No change 10,535 $450K
Ifrah Financial Services, Inc. 0.12% Add +61.9% 10,535 $450K
University of Texas/Texas Am Investment Management Co. 0.06% Add +20.0% 10,534 $450K
First National Trust Co 0.01% Add +120.6% 10,454 $446K
Maripau Wealth Management LLC 0.20% Add +8.1% 10,518 $445K
Dynamic Wealth Strategies, LLC 0.26% Add +28.6% 10,371 $443K
McCarter Private Wealth Services LLC 0.20% No change 10,350 $442K
Hazlett, Burt & Watson, Inc. 0.14% Add +4.6% 10,329 $441K
Spinnaker Trust 0.02% No change 10,310 $440K
Focus Partners Advisor Solutions, LLC 0.01% Add +32.3% 10,277 $439K
Capital Square, LLC 0.22% Reduce -12.4% 10,247 $437K
Simon Quick Advisors, LLC 0.02% No change 10,175 $434K
Hennion & Walsh Asset Management, Inc. 0.01% No change 10,124 $432K
Aptus Capital Advisors, LLC 0.00% Reduce -14.0% 10,120 $432K
American Trust 0.04% Reduce -19.0% 10,118 $432K
Occidental Asset Management, LLC 0.05% Reduce -4.2% 10,112 $432K
Pittenger & Anderson Inc. 0.02% Add +7.4% 10,070 $430K
Point72 Asset Management 0.00% Add +22.4% 10,000 $427K
Index Technologies Group LLC 0.45% — 9,983 $426K
Solitude Financial Services 0.14% Reduce -7.3% 9,980 $426K
Sequent Planning LLC 0.11% Add +28.3% 9,910 $423K
Clientfirst Wealth Management, LLC 0.34% No change 9,848 $420K
Mascagni Wealth Management, Inc. 0.31% Reduce -0.6% 9,829 $420K
Redwood Financial Network Corp 0.27% Reduce -24.3% 9,820 $419K
626 Financial, LLC 0.18% No change 9,804 $419K
Fiduciary Trust Co 0.00% Reduce -1.5% 9,692 $414K
Mitchell McLeod Pugh & Williams Inc. 0.06% No change 9,496 $412K
Iams Wealth Management, LLC 0.15% Add +25.5% 9,636 $411K
Highline Wealth Partners LLC 0.12% Add +8.9% 9,611 $410K
Curat Global, LLC 0.46% Reduce -8.7% 9,602 $410K
Iron Gate Global Advisors LLC 0.04% Reduce -2.0% 9,595 $410K
Diligent Investors, LLC 0.10% Reduce -5.0% 9,567 $408K
JFS Wealth Advisors, LLC 0.02% Add +0.8% 9,549 $408K
Wedmont Private Capital 0.01% Add +0.8% 9,615 $403K
Diversified Management Inc. 0.09% — 9,420 $402K
SMART Wealth LLC 0.12% Reduce -17.5% 9,417 $402K
Cornerstone Advisory, LLC 0.04% Add +10.0% 9,382 $401K
Avantax Planning Partners, Inc. 0.01% Add +0.1% 9,324 $398K
Teamwork Financial Advisors, LLC 0.04% Reduce -3.8% 9,323 $398K
Baron Financial Group, LLC 0.21% New 9,305 $397K
Myecfo, LLC 0.17% Reduce -9.7% 9,280 $396K
APS Management Group, Inc. 0.34% Reduce -1.6% 9,277 $396K
Phillips Wealth Planners LLC 0.32% Reduce -2.8% 9,182 $395K
Blue Chip Partners, LLC 0.03% Add +27.4% 9,163 $391K
Purkiss Capital Advisors LLC 0.18% Add +2.1% 9,124 $390K
Clifford Swan Investment Counsel LLC 0.01% Reduce -14.6% 9,032 $386K
4WEALTH Advisors, Inc. 0.33% Reduce -7.9% 9,012 $385K
Grey Ledge Advisors, LLC 0.09% No change 9,010 $385K
Plimoth Trust Co. LLC 0.09% Reduce -2.3% 8,964 $383K
Nicolet Advisory Services, LLC 0.03% Add +15.6% 8,972 $382K
Guardian Asset Advisors, LLC 0.20% Add +2.6% 8,947 $382K
Security Financial Services, INC. 0.06% Add +0.3% 8,939 $382K
2UniFi Bank 0.18% Add +24.0% 8,925 $381K
Agate Pass Investment Management, LLC 0.14% Reduce -1.7% 8,898 $380K
Schmidt P J Investment Management Inc. 0.06% Add +21.8% 8,852 $378K
Lodestone Wealth Management LLC 0.15% Add +6.9% 8,823 $377K
PMG Wealth Management, Inc. 0.28% No change 8,800 $376K
Thompson David Blair 0.21% — 8,794 $375K
Signet Financial Management, LLC 0.04% Add +0.5% 8,778 $375K
Steinberganna Wealth Management 0.18% Add +4.6% 8,772 $374K
Connecticut Wealth Management, LLC 0.02% Add +2.6% 8,763 $374K
Ritholtz Wealth Management 0.01% Reduce -34.8% 8,749 $373K
Benchmark Financial Wealth Advisors, LLC 0.11% Add +0.2% 8,705 $372K
Entelevest, LLC 0.38% — 8,695 $371K
Hobbs Group Advisors, LLC 0.11% Reduce -5.9% 8,688 $371K
Ancora Advisors LLC 0.01% No change 8,688 $371K
Clearstead Advisors, LLC 0.00% Reduce -3.2% 8,665 $370K
GK Wealth Management LLC 0.27% Reduce -5.2% 8,664 $370K
Mma Asset Management LLC 0.13% No change 8,662 $370K
Activest Wealth Management 0.07% Add +348.2% 8,660 $370K
Quadrant Private Wealth Management, LLC 0.06% Add +2.4% 8,658 $370K
Interchange Capital Partners, LLC 0.07% Reduce -10.0% 8,654 $369K
LJI Wealth Management, LLC 0.06% Reduce -10.4% 8,650 $369K
Axim Planning & Wealth 0.39% Add +9.5% 8,648 $369K
Discipline Wealth Solutions, LLC 0.07% Add +0.7% 8,622 $368K
Strategic Wealth Partners, Ltd. 0.03% Reduce -7.3% 8,604 $367K
Glen Eagle Advisors, LLC 0.05% Reduce -2.2% 8,581 $366K
OpenArc Corporate Advisory, LLC 0.01% — 8,474 $362K
Tolleson Wealth Management, Inc. 0.05% No change 8,426 $360K
Cornerstone Wealth Management, LLC 0.02% Add +72.7% 8,423 $360K
Juno Financial Group LLC 0.14% — 8,408 $359K
HUB Investment Partners, LLC 0.01% Add +9.7% 8,407 $359K
Redhawk Wealth Advisors, Inc. 0.04% Add +11.9% 8,405 $359K
Penobscot Investment Management Company, Inc. 0.03% No change 8,320 $355K
Whittier Trust Co. of Nevada Inc. 0.01% Add +8.7% 8,276 $355K
Peak Retirement Planning, Inc. 0.08% New 8,309 $355K
Insigneo Advisory Services, LLC 0.03% Add +65.2% 8,262 $353K
Christensen, King & Associates Investment Services, Inc. 0.15% Add +5.8% 8,236 $352K
Vilga Financial Planning LLC 0.34% — 8,209 $350K
Kanawha Capital Management LLC 0.02% Add +1.2% 8,188 $350K
GWN Securities Inc. 0.07% Reduce -6.3% 8,140 $348K
Main Street Financial Solutions, LLC 0.03% Reduce -6.1% 8,102 $346K
Measured Risk Portfolios, Inc. 0.40% No change 8,091 $345K
United Advisor Group, LLC 0.04% Add +10.9% 8,075 $345K
World Equity Group, Inc. 0.10% Reduce -2.5% 7,970 $340K
Elm Partners Management LLC 0.02% No change 7,932 $339K
VestGen Advisors, LLC 0.01% New 7,929 $338K
First Business Financial Services, Inc. 0.03% No change 7,904 $337K
ASL Financial, LLC 0.26% — 7,888 $337K
Capital Management Associates, Inc 0.07% Add +0.7% 7,878 $336K
Successful Portfolios LLC 0.17% Add +0.4% 7,878 $336K
First United Bank & Trust 0.11% Reduce -0.7% 7,865 $336K
All Terrain Financial Advisors, LLC 0.10% Add +0.1% 7,850 $335K
Coordinated Financial Services, Inc. 0.20% Add +7.9% 7,850 $335K
UNIVEST FINANCIAL Corp 0.02% Reduce -14.6% 7,830 $334K
Rockingstone Advisors LLC 0.15% Add +2.2% 7,810 $333K
Berkshire Asset Management LLC 0.01% Add +18.2% 7,800 $333K
Demars Financial Group, LLC 0.11% Reduce -0.3% 7,771 $332K
Romano Brothers and Company 0.04% No change 7,729 $330K
FPC Investment Advisory, Inc. 0.18% Reduce -3.3% 7,726 $330K
First Financial Group Corp 0.28% Reduce -2.3% 7,696 $329K
VCI Wealth Management LLC 0.09% Reduce -37.5% 7,696 $329K
One Charles Private Wealth Services, LLC 0.08% Reduce -0.5% 7,626 $326K
Grantvest Financial Group LLC 0.21% Add +26.2% 7,570 $323K
MLP3, LLC 0.35% — 7,535 $322K
Triad Wealth Partners, LLC 0.03% Reduce -3.3% 7,523 $321K
Flputnam Investment Management Co. 0.00% Add +45.8% 7,494 $320K
Verity & Verity, LLC 0.02% No change 7,490 $320K
Bangor Savings Bank 0.03% Reduce -7.7% 7,473 $319K
NWF Advisory Services Inc. 0.04% Add +1.5% 7,463 $319K
Haverford Trust Co 0.00% No change 7,454 $318K
Magnolia Capital Management Ltd. 0.24% No change 7,440 $318K
Milestone Asset Management, LLC 0.06% New 7,427 $317K
Vontobel Holding Ltd. 0.00% Add +35.2% 7,418 $317K
Greenleaf Trust 0.00% Add +2.8% 7,404 $316K
Invst, LLC 0.03% Reduce -9.0% 7,353 $314K
Beacon Financial Group 0.03% Add +2.6% 7,345 $314K
Westside Investment Management, Inc. 0.05% No change 7,286 $313K
NTV Asset Management LLC 0.03% Add +2.8% 7,280 $311K
Broadleaf Partners, LLC 0.07% No change 7,238 $309K
Goldstone Financial Group, LLC 0.03% No change 7,230 $309K
Winthrop Advisory Group LLC 0.03% New 7,230 $309K
Texas Capital Bank Wealth Management Services Inc 0.02% New 7,224 $308K
Advance Capital Management, Inc. 0.01% No change 7,217 $308K
Union Savings Bank 0.13% — 7,204 $307K
Financial Engines Advisors L.L.C. 0.00% Reduce -1.4% 7,171 $306K
Private Wealth Asset Management, LLC 0.03% No change 7,160 $306K
Northeast Planning Associates, Inc. / NH / 0.22% No change 7,152 $305K
YHB Investment Advisors, Inc. 0.02% Add +0.1% 7,125 $304K
Ehrlich Financial Group 0.17% Reduce -3.8% 7,093 $303K
Endeavor Private Wealth, Inc. 0.09% Reduce -6.6% 7,087 $303K
Kingdom Financial Group LLC. 0.09% New 7,081 $302K
American Financial Advisors, LLC 0.04% Add +0.4% 7,061 $301K
Kentucky Trust Co 0.16% Reduce -1.4% 7,060 $301K
Kagan Cocozza Asset Management 0.21% Reduce -1.4% 7,057 $301K
Beaumont Financial Advisors, LLC 0.02% No change 7,035 $300K
Blue Trust, Inc. 0.00% Add +2.0% 7,030 $300K
Aspiriant, LLC 0.01% Add +9.9% 6,977 $298K
Arthur M. Cohen & Associates, LLC 0.05% No change 6,976 $298K
First National Bank of Hutchinson 0.17% Reduce -57.8% 6,902 $295K
Acorn Financial Advisory Services Inc. 0.04% No change 6,893 $294K
Joel Isaacson & Co., LLC 0.01% Add +3.5% 6,876 $294K
FLC Capital Advisors 0.05% No change 6,802 $290K
Leigh Baldwin & Co., LLC 0.19% No change 6,793 $290K
MBA Advisors LLC 0.12% No change 6,769 $289K
Ascent Group, LLC 0.01% Add +14.8% 6,753 $288K
Indivisible Partners 0.03% — 6,735 $288K
National Philanthropic Trust 0.00% New 6,715 $287K
Clear Retirement Advice LLC 0.22% — 6,652 $287K
Transatlantique Private Wealth LLC 0.09% No change 6,696 $286K
Carson Advisory Inc. 0.15% Add +3.1% 6,678 $285K
Godsey & Gibb, Inc. 0.03% No change 6,605 $282K
Redwood Investment Management, LLC 0.03% New 6,589 $281K
Quadcap Wealth Management, LLC 0.03% No change 6,578 $281K
Palumbo Wealth Management LLC 0.07% New 6,546 $279K
Per Stirling Capital Management, LLC. 0.03% Reduce -0.2% 6,525 $279K
Goldstein Advisors, LLC 0.03% No change 6,522 $278K
WFA of San Diego, LLC 0.20% No change 6,490 $277K
SVB Wealth LLC 0.02% Reduce -25.9% 6,476 $276K
Schneider Downs Wealth Management Advisors, LP 0.03% No change 6,470 $276K
Murphy & Mullick Capital Management Corp 0.20% Add +41.6% 6,410 $274K
PUREfi Wealth, LLC 0.21% No change 6,400 $273K
Ally Invest Advisors Inc. 0.02% Reduce -4.7% 6,393 $273K
Strategic Advocates LLC 0.07% Add +0.7% 6,341 $272K
VSM Wealth Advisory, LLC 0.08% New 6,379 $272K
Nilsine Partners, LLC 0.02% No change 6,372 $272K
Pacifica Partners Inc. 0.12% Add +6.3% 6,292 $272K
Post Resch Tallon Group Inc. 0.23% New 6,354 $271K
Fortitude Family Office, LLC 0.06% No change 6,334 $270K
Beese Fulmer Investment Management, Inc. 0.02% Reduce -1.0% 6,268 $268K
COFG Advisors, LLC 0.07% — 6,266 $268K
Connecticut Capital Management Group, LLC 0.26% — 6,260 $267K
Braun Stacey Associates Inc. 0.01% No change 6,252 $267K
Forefront Wealth Management Inc. 0.19% New 6,247 $267K
Hopwood Financial Services, Inc. 0.19% No change 6,230 $266K
GAMMA Investing LLC 0.01% No change 6,188 $264K
Cozad Asset Management Inc. 0.02% Add +8.8% 6,170 $263K
St. Johns Investment Management Company, LLC 0.11% Add +6.0% 6,152 $263K
Cardiff Park Advisors, LLC 0.02% No change 6,120 $261K
Gradient Capital Advisors, LLC 0.07% No change 6,096 $260K
Ferguson Wellman Capital Management, Inc. 0.00% No change 6,094 $260K
Retirement Planning Group, LLC 0.01% Reduce -2.9% 6,090 $260K
North Star Investment Management Corp. 0.02% Reduce -11.7% 6,087 $260K
SkyOak Wealth, LLC 0.05% No change 6,044 $258K
LGL Partners, LLC 0.11% Add +0.8% 6,011 $257K
Glaxis Capital Management, LLC 0.44% Reduce -87.0% 6,000 $256K
Nabity-Jensen Investment Management Inc 0.17% No change 6,000 $256K
Arcus Capital Partners, LLC 0.09% New 6,000 $256K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% No change 6,000 $256K
Levin Capital Strategies, L.P. 0.02% No change 6,000 $256K
Kraft, Davis & Associates, LLC 0.06% No change 5,968 $256K
Lake Street Private Wealth, LLC 0.03% New 5,964 $255K
Graybill Wealth Management, LTD. 0.07% Reduce -1.2% 5,936 $253K
Garde Capital, Inc. 0.01% No change 5,900 $252K
Lifeworks Advisors, LLC 0.03% Add +2.6% 5,884 $251K
Crestwood Advisors Group, LLC 0.00% Reduce -1.8% 5,852 $250K
USA Financial Formulas 0.05% Reduce -10.8% 5,848 $250K
Founders Financial Alliance, LLC 0.05% Reduce -39.4% 5,842 $249K
Ieq Capital, LLC 0.00% Reduce -38.3% 5,826 $249K
Avidian Wealth Enterprises, LLC 0.01% New 5,823 $249K
MKT Advisors LLC 0.08% No change 5,799 $248K
Composition Wealth, LLC 0.00% Reduce -33.9% 5,750 $245K
Black Diamond Financial, LLC 0.03% No change 5,724 $244K
First Heartland Consultants, Inc. 0.02% Reduce -0.5% 5,722 $244K
Willis Johnson & Associates, Inc. 0.01% Reduce -51.2% 5,699 $243K
CVFG LLC 0.17% Add +0.2% 5,682 $243K
ProCore Advisors, LLC 0.25% — 5,660 $242K
Crescent Grove Advisors, LLC 0.02% Reduce -39.2% 5,653 $241K
Caldwell Trust Co 0.02% Reduce -30.3% 5,650 $241K
Westbourne Investments, Inc. 0.11% New 5,647 $241K
Financial Partners Group, Inc 0.03% Add +9.3% 5,531 $239K
Insight Advisors, LLC/ PA 0.04% No change 5,563 $237K
Rathbones Group PLC 0.00% No change 5,556 $237K
Tepp RIA, LLC 0.23% Reduce -16.5% 5,548 $237K
Principle Wealth Partners LLC 0.01% New 5,531 $236K
Perissos Private Wealth Management, LLC 0.20% Reduce -6.4% 5,530 $236K
Bartlett & Co. Wealth Management LLC 0.00% No change 5,530 $236K
Klingenstein Fields & Co. LP 0.01% No change 5,502 $235K
Aries Wealth Management 0.05% Reduce -19.7% 5,498 $235K
Pictet North America Advisors SA 0.02% No change 5,492 $234K
BCS Wealth Management 0.02% New 5,492 $234K
Sunbelt Securities, Inc. 0.02% No change 5,465 $233K
Kaizen Financial Strategies 0.10% Reduce -9.9% 5,460 $233K
Eclectic Associates Inc. 0.04% New 5,426 $232K
Sankala Group LLC 0.18% — 4,800 $229K
Atticus Wealth Management, LLC 0.06% Reduce -2.0% 5,364 $229K
Independence Bank of Kentucky 0.03% Reduce -0.6% 5,352 $228K
Ruggiero Investments, Inc. 0.21% — 5,329 $227K
Northstar Financial Companies, Inc. 0.18% Reduce -19.8% 5,312 $227K
Marex Group Ltd 0.00% Reduce -48.0% 5,303 $226K
Whalerock Point Partners, LLC 0.04% No change 5,300 $226K
1834 Investment Advisors Co. 0.03% Reduce -7.3% 5,286 $226K
Cyndeo Wealth Partners, LLC 0.01% Add +12.6% 5,278 $225K
Ballast Financial Advisors LLC 0.23% — 5,278 $225K
Steigerwald, Gordon & Koch Inc. 0.02% Reduce -8.2% 5,255 $224K
LCNB Corp. 0.08% No change 5,250 $224K
DT Investment Partners, LLC 0.02% No change 5,240 $224K
Ridgecrest Wealth Partners, LLC 0.12% Reduce -0.1% 5,230 $223K
Roman Butler Fullerton & Co. 0.06% New 5,196 $222K
High Falls Advisors, Inc 0.04% Reduce -34.5% 5,172 $221K
Chesapeake Asset Management LLC 0.18% No change 5,170 $221K
Balance Wealth Partners LLC 0.07% New 5,158 $220K
Aprio Wealth Management, LLC 0.01% New 5,156 $220K
Independent Wealth Advisors LLC 0.23% — 5,122 $219K
Burke & Herbert Bank & Trust Co. 0.06% New 5,105 $218K
Whitener Capital Management, Inc. 0.05% Reduce -1.0% 5,094 $217K
Key Financial Inc 0.04% Add +13.4% 5,074 $217K
Flagship Wealth Advisors, LLC 0.06% No change 5,070 $216K
Pacific Sun Financial Corp 0.10% No change 5,042 $215K
New England Private Wealth Advisors LLC 0.03% New 5,041 $215K
Beacon Investment Advisory Services, Inc. 0.01% New 5,030 $215K
Shared Vision Wealth Group LLC 0.09% No change 5,000 $214K
Operose Advisors LLC 0.05% Add +0.3% 5,015 $214K
Gruss & Co., LLC 0.47% New 5,000 $213K
Brandywine Oak Private Wealth LLC 0.02% New 4,984 $213K
TigerOak Management, L.L.C. 0.06% New 4,969 $212K
Fulton Breakefield Broenniman LLC 0.01% Add +6.0% 4,956 $212K
Alan B Lancz & Associates, Inc. 0.19% Reduce -13.2% 4,950 $211K
Wealth Dimensions Group, Ltd. 0.04% No change 4,942 $211K
Churchill Financial Advisors, LLC 0.06% — 4,924 $210K
Vantage Financial Partners, LLC 0.04% Reduce -28.4% 4,918 $210K
Relyea Zuckerberg Hanson LLC 0.02% Add +0.7% 4,914 $210K
Petra Financial Advisors Inc. 0.12% Reduce -28.5% 4,906 $209K
GreatBanc Trust CO 0.15% Add +2.1% 4,900 $209K
Graves Light Lenhart Wealth, Inc. 0.02% No change 4,878 $208K
Cascade Investment Group, Inc. 0.14% New 4,858 $207K
LRI Investments, LLC 0.02% No change 4,848 $207K
Second Line Capital, LLC 0.04% Reduce -7.2% 4,833 $206K
Bill Few Associates, Inc. 0.05% Add +0.7% 4,829 $206K
F/m Investments LLC 0.01% Reduce -17.2% 4,800 $205K
Buska Wealth Management, LLC 0.08% Reduce -9.4% 4,797 $205K
Bluesphere Advisors LLC 0.09% Add +0.8% 4,786 $204K
Curtis Advisory Group, LLC 0.04% No change 4,782 $204K
Milestones Private Investment Advisors LLC 0.14% No change 4,768 $204K
Rialto Wealth Management, LLC 0.05% Reduce -7.0% 4,767 $204K
Capstone Wealth Management Group LLC 0.12% New 4,720 $201K
Silver Grove Financial Group, Inc. 0.17% Reduce -23.6% 4,711 $201K
Colonial River Investments, LLC 0.07% Reduce -15.7% 4,693 $200K
Y-Intercept (Hong Kong) Ltd 0.00% New 4,691 $200K
Advanced Asset Management Advisors Inc 0.05% Reduce -9.5% 4,690 $200K
Salomon & Ludwin, LLC 0.02% Reduce -3.9% 4,688 $200K
Eagle Strategies LLC 0.03% New 4,688 $200K
Register Financial Advisors LLC 0.08% Add +11.4% 4,622 $197K
EverSource Wealth Advisors, LLC 0.01% Reduce -1.4% 4,433 $189K
South Plains Financial, Inc. 0.11% No change 4,392 $187K
Citizens National Bank Trust Department 0.03% No change 4,200 $179K
MCF Advisors LLC 0.01% No change 4,080 $174K
TD Capital Management LLC 0.02% Add +0.1% 4,052 $173K
Pin Oak Investment Advisors Inc. 0.12% Reduce -0.2% 3,870 $168K
Ascentis Wealth Management, LLC 0.04% No change 3,886 $166K
Allspring Global Investments Holdings, LLC 0.00% Add +20.7% 3,917 $165K
Portfolio Resources Advisor Group, Inc. 0.16% — 3,794 $162K
Copia Wealth Management 0.12% Reduce -9.2% 3,792 $162K
Bollard Group LLC 0.00% Add +0.6% 3,764 $161K
Russell Investments Group, Ltd. 0.00% Reduce -11.2% 3,746 $160K
Spirit of America Management Corp. 0.03% Reduce -62.3% 3,705 $159K
Horizon Bancorp Inc. 0.07% No change 3,610 $154K
Topsail Wealth Management, LLC 0.02% Add +767.5% 3,470 $148K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Add +905.3% 3,418 $146K
Bokf, NA 0.00% No change 3,372 $144K
SouthState Bank Corp 0.01% Add +7.0% 3,362 $144K
High Note Wealth, LLC 0.03% No change 3,342 $143K
Pacific Center for Financial Services 0.03% Reduce -50.0% 1,552 $135K
Strive Financial Group ,LLC 0.07% — 3,150 $134K
Sterling Capital Management LLC 0.00% Reduce -1.4% 3,150 $134K
Whittier Trust Co. 0.00% No change 3,124 $134K
NFSG Corp 0.02% Reduce -76.5% 3,122 $133K
Financial Gravity Asset Management, Inc. 0.03% Add +380.1% 3,082 $132K
SageView Advisory Group, LLC 0.00% New 3,064 $131K
Turning Point Benefit Group, Inc. 0.07% Reduce -9.3% 2,966 $127K
Cypress Capital Management LLC (WY) 0.12% Reduce -6.6% 2,936 $125K
Medallion Wealth Advisors, LLC 0.04% Reduce -2.1% 2,905 $124K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 2,894 $124K
Golden State Wealth Management, LLC 0.01% Add +1.9% 2,891 $123K
Wilmington Savings Fund Society, FSB 0.00% No change 2,876 $123K
Pinnacle Wealth Planning Services, Inc. 0.01% New 2,870 $123K
Dunhill Financial, LLC 0.04% No change 2,848 $122K
Oxford Financial Group, LTD. LLC 0.01% New 2,790 $119K
Anchor Investment Management, LLC 0.01% Reduce -15.0% 2,705 $115K
ORG Partners LLC 0.02% Add +31.6% 2,688 $115K
American National Bank & Trust 0.01% No change 2,648 $113K
Abound Wealth Management 0.03% Add +0.8% 2,630 $112K
Coastline Trust Co 0.01% Add +71.8% 2,608 $111K
HM Payson & Co. 0.00% Reduce -40.1% 2,592 $111K
Chilton Capital Management LLC 0.00% Reduce -28.1% 2,522 $108K
Old Second National Bank of Aurora 0.02% No change 2,506 $107K
Blue Bell Private Wealth Management, LLC 0.02% Reduce -31.9% 2,450 $105K
Estabrook Capital Management 0.02% Add +0.7% 2,415 $103K
Riverview Trust Co 0.12% No change 2,400 $102K
Clean Yield Group 0.03% No change 2,400 $102K
Tower Research Capital LLC (TRC) 0.00% Reduce -97.9% 2,386 $102K
Smartleaf Asset Management LLC 0.00% Add +85.9% 2,313 $99K
MGB Wealth Management, LLC 0.03% Add +0.2% 2,304 $98K
Sherman Asset Management, Inc. 0.08% Add +225.8% 2,294 $98K
Townsend Asset Management Corp. /NC/ 0.03% Reduce -31.4% 2,209 $94K
Elyxium Wealth, LLC 0.03% New 2,207 $94K
Y.D. More Investments Ltd 0.00% No change 2,196 $94K
Ares Financial Consulting, LLC 0.09% — 2,185 $93K
Fortis Group Advisors, LLC 0.02% No change 2,167 $92K
SHP Wealth Management 0.01% — 2,165 $92K
Evermay Wealth Management LLC 0.01% Reduce -7.8% 2,140 $91K
Country Trust Bank 0.00% Reduce -3.7% 2,080 $89K
REAP Financial Group, LLC 0.02% New 2,015 $86K
Brentview Investment Management LLC 0.04% No change 2,000 $85K
Morse Asset Management, Inc 0.02% New 2,000 $85K
City State Bank 0.02% No change 1,990 $85K
Intesa Sanpaolo Wealth Management 0.02% — 1,987 $85K
Physician Wealth Advisors, Inc. 0.01% No change 1,931 $82K
Stone House Investment Management, LLC 0.01% No change 1,926 $82K
Security National Bank 0.01% No change 1,888 $81K
Rossby Financial, LCC 0.03% Add +30.6% 1,886 $81K
Armor Investment Advisors, LLC 0.03% No change 1,870 $80K
Triumph Capital Management 0.02% New 1,848 $79K
Signature Equity Partners, LLC 0.04% — 1,835 $78K
EPG Wealth Management LLC 0.02% Add +41.8% 1,835 $78K
Transce3nd, LLC 0.63% Reduce -0.3% 1,788 $78K
Biltmore Family Office, LLC 0.01% Add +23.7% 1,806 $77K
Sunrise Financial Services, LLC 0.06% — 1,794 $77K
United Community Bank 0.03% Add +13.8% 1,792 $77K
Holos Integrated Wealth LLC 0.04% No change 1,724 $74K
Covestor Ltd 0.04% Add +36.2% 1,716 $73K
Harbor Asset Planning, Inc. 0.06% Add +0.8% 1,705 $73K
Versant Capital Management, Inc 0.01% Add +647.8% 1,660 $71K
Seneschal Advisors, LLC 0.05% No change 1,650 $70K
Crewe Advisors LLC 0.01% Add +3.0% 1,644 $70K
Colonial Trust Advisors 0.01% Reduce -6.4% 1,620 $69K
Grove Bank & Trust 0.01% No change 1,600 $68K
Founders Capital Management 0.03% No change 1,570 $67K
Cresta Advisors, Ltd. 0.03% New 1,506 $64K
Cape Investment Advisory, Inc. 0.02% New 1,456 $62K
Front Row Advisors LLC 0.02% Add +16.0% 1,448 $62K
Estate Planners Group, LLC 0.02% — 1,339 $57K
Adirondack Trust Co. 0.02% Add +7.3% 1,326 $57K
LM Advisors LLC 0.22% Reduce -95.7% 2,402 $56K
Trust Co. of Vermont 0.00% No change 1,260 $54K
Quest 10 Wealth Builders, Inc. 0.05% No change 1,250 $53K
Eastern Bank 0.00% No change 1,250 $53K
Game Plan Financial Advisors, LLC 0.02% No change 1,214 $52K
Ballast Advisors LLC 0.01% No change 1,208 $52K
Byrne Asset Management LLC 0.03% Add +4.7% 1,204 $51K
Brown, Lisle/Cummings, Inc. 0.01% No change 1,200 $51K
Angeles Wealth Management, LLC 0.00% No change 1,200 $51K
Lowe Brockenbrough & Co. Inc. 0.00% No change 1,200 $51K
Addison Advisors LLC 0.01% No change 1,174 $50K
Hurley Capital, LLC 0.03% Add +0.3% 1,155 $49K
Deutsche Bank AG 0.00% Reduce -14.8% 1,150 $49K
Vision Retirement, LLC 0.01% — 1,146 $49K
Hoese & Co LLP 0.03% No change 1,120 $48K
Winch Advisory Services, LLC 0.01% Add +0.8% 1,117 $48K
HHM Wealth Advisors, LLC 0.01% Add +14.5% 1,076 $46K
Tsfg, LLC 0.01% Add +0.2% 1,050 $45K
Richards, Merrill & Peterson, Inc. 0.02% New 1,050 $45K
Zions Bancorporation, National Association 0.00% No change 1,040 $44K
Hilton Head Capital Partners, LLC 0.03% — 1,034 $44K
Summit Securities Group LLC 0.01% New 1,000 $43K
Avalon Trust Co 0.00% Reduce -73.3% 1,000 $43K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -5.3% 1,000 $43K
Nemes Rush Group LLC 0.00% Add +27.0% 973 $42K
Signaturefd, LLC 0.00% Add +1.9% 964 $41K
Vestor Capital, LLC 0.00% Reduce -29.2% 687 $41K
Friedenthal Financial 0.02% No change 958 $41K
Millstone Evans Group, LLC 0.02% No change 958 $41K
Basso Capital Management, L.P. 0.02% Reduce -33.7% 884 $38K
Eq Wealth Advisors, LLC 0.02% New 852 $36K
Root Financial Partners, LLC 0.00% Add +23.2% 840 $36K
Evolution Wealth Management Inc. 0.03% Add +2.2% 836 $36K
Delos Wealth Advisors, LLC 0.02% Reduce -22.4% 820 $35K
Pinnacle Bancorp, Inc. 0.01% No change 800 $34K
Investors Research Corp 0.01% Add +31.1% 800 $34K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 790 $34K
Osbon Capital Management LLC 0.03% — 756 $32K
Nova Wealth Management, Inc. 0.02% Reduce -13.3% 744 $32K
Missouri Trust & Investment Co 0.01% No change 744 $32K
Bell Investment Advisors, Inc 0.00% No change 732 $31K
Acima Private Wealth, LLC 0.01% No change 728 $31K
Optima Capital LLC 0.01% New 726 $31K
Clayton Financial Group LLC 0.02% Add +262.0% 724 $31K
Barnes Dennig Private Wealth Management LLC 0.03% Add +24.5% 722 $31K
JNBA Financial Advisors 0.00% Add +54.1% 715 $31K
Ameriflex Group, Inc. 0.02% Reduce -50.0% 700 $30K
Albion Financial Group 0.00% No change 676 $29K
IFC & Insurance Marketing, Inc. 0.03% — 660 $28K
Cornerstone Planning Group LLC 0.00% Add +5.0% 636 $28K
Cordgrass Capital Advisors, LLC 0.01% No change 640 $27K
SJS Investment Consulting Inc. 0.00% No change 624 $27K
Paladin Advisory Group, LLC 0.02% No change 616 $26K
Smithfield Trust Co 0.00% No change 600 $26K
Davis Capital Management 0.02% No change 602 $26K
Wellington Grp LLC 0.01% — 602 $26K
Piscataqua Savings Bank 0.02% No change 600 $26K
New Millennium Group LLC 0.01% Reduce -1.8% 599 $26K
Aventura Private Wealth, LLC 0.01% No change 596 $25K
Compass Financial Services Inc 0.01% No change 592 $25K
DV Trading LLC 0.00% — 587 $25K
Kelleher Financial Advisors 0.01% New 584 $25K
Bellevue Asset Management, LLC 0.01% Add +0.4% 562 $24K
Hantz Financial Services, Inc. 0.00% Add +268.8% 568 $24K
Brown Brothers Harriman & Co. 0.00% Add +19.7% 560 $24K
Capital Investment Counsel, Inc 0.00% New 552 $24K
S&T Bank 0.01% New 550 $23K
American Capital Advisory, LLC 0.01% No change 540 $23K
N.E.W. Advisory Services LLC 0.00% Add +667.1% 537 $23K
Maseco LLP 0.00% No change 528 $23K
Banque Cantonale Vaudoise 0.00% Reduce -21.4% 517 $22K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.02% — 512 $22K
Clark Wealth Partners 0.01% Reduce -50.0% 510 $22K
Safe Harbor Fiduciary, LLC 0.02% — 490 $21K
one8zero8, LLC 0.00% New 484 $21K
Allianz Asset Management GmbH 0.00% New 480 $20K
Global Wealth Strategies & Associates 0.00% Add +2170.0% 454 $19K
Valley Wealth Managers, Inc. 0.00% No change 452 $19K
Provenance Wealth Advisors, LLC 0.00% No change 444 $19K
Financial Consulate, Inc. 0.00% New 443 $19K
Scarborough Advisors, LLC 0.00% Add +0.5% 428 $18K
Howe & Rusling Inc. 0.00% Add +31.6% 421 $18K
Cambient Family Office, LLC 0.00% — 414 $18K
Strategic Investment Solutions, Inc. 0.00% No change 410 $18K
Sittner & Nelson, LLC 0.01% No change 400 $17K
Global Trust Asset Management, LLC 0.01% Reduce -76.5% 400 $17K
MTM Investment Management, LLC 0.01% No change 400 $17K
Bank of New Hampshire 0.00% No change 400 $17K
Rice Partnership, LLC 0.00% New 400 $17K
Woodard & Co. Asset Management Group Inc. 0.00% New 381 $16K
Parkside Financial Bank & Trust 0.00% No change 370 $16K
Costello Asset Management, INC 0.01% Add +0.6% 368 $16K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 360 $15K
Mark Sheptoff Financial Planning, LLC 0.01% No change 360 $15K
Strengthening Families & Communities, LLC 0.01% Add +0.8% 355 $15K
Miller Capital Partners, Inc. 0.01% — 350 $15K
Farmers & Merchants Investments Inc. 0.00% No change 346 $15K
Glass Jacobson Investment Advisors llc 0.01% No change 338 $14K
Washington Trust Advisors, Inc. 0.00% No change 336 $14K
Ankerstar Wealth, LLC 0.01% — 330 $14K
Rosenberg Matthew Hamilton 0.00% No change 326 $14K
Archer Investment Corp 0.00% No change 316 $13K
Imprint Wealth LLC 0.06% Reduce -77.4% 308 $13K
Kohmann Bosshard Financial Services, LLC 0.00% New 308 $13K
Hanson & Doremus Investment Management 0.00% No change 300 $13K
Chapman Financial Group, LLC 0.01% No change 300 $13K
Wolff Wiese Magana LLC 0.01% No change 300 $13K
Capitol Family Office, Inc. 0.01% Reduce -50.0% 289 $12K
1620 Investment Advisors, Inc. 0.01% No change 280 $12K
SYM FINANCIAL Corp 0.00% No change 276 $12K
Phillips Financial Management, LLC 0.00% No change 274 $12K
Wealth Watch Advisors, INC 0.00% New 272 $12K
POM Investment Strategies, LLC 0.01% New 266 $11K
First Community Trust NA 0.01% New 264 $11K
Chung Wu Investment Group, LLC 0.01% No change 260 $11K
FNY Investment Advisers, LLC 0.00% Reduce -66.3% 270 $11K
Resources Management Corp. /CT/ 0.00% No change 260 $11K
Walsh & Associates, LLC 0.01% — 252 $11K
SOA Wealth Advisors, LLC. 0.00% Add +0.8% 250 $11K
Orion Capital Management LLC 0.00% Add +0.8% 250 $11K
Hoey Investments, Inc. 0.00% No change 250 $11K
Tompkins Financial Corp. 0.00% New 246 $11K
Greykasell Wealth Strategies, Inc. 0.00% Add +0.4% 237 $10K
Avion Wealth 0.00% No change 252 $10K
WealthCollab, LLC 0.00% New 224 $10K
Park Square Financial Group, LLC 0.06% New 126 $10K
Roxbury Financial LLC 0.01% Add +1.4% 223 $10K
Camelot Portfolios, LLC 0.01% New 220 $9K
CDKV Holdings LLC 0.01% — 210 $9K
Legacy Wealth Managment, LLC 0.00% Reduce -17.3% 210 $9K
Delta Asset Management LLC 0.00% No change 208 $9K
Pioneer Family Office, LLC 0.01% — 206 $9K
Meramec Financial Planners, LLC 0.00% — 200 $9K
Jessup Wealth Management, Inc 0.00% New 203 $9K
C M Bidwell & Associates Ltd. 0.00% No change 202 $9K
Motco 0.00% No change 200 $9K
Curio Wealth, LLC 0.00% New 196 $8K
Barrett & Company, Inc. 0.00% No change 190 $8K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -15.0% 170 $7K
Eukles Asset Management 0.00% Reduce -1.3% 154 $7K
Rakuten Securities, Inc. 0.00% Reduce -83.6% 143 $6K
Financial Perspectives, Inc 0.00% No change 142 $6K
Cedar Mountain Advisors, LLC 0.00% No change 138 $6K
Union Bancaire Privee, UBP SA 0.00% No change 170 $6K
PFS Partners, LLC 0.00% Add +0.8% 133 $6K
McGuire Capital Advisors Inc. 0.00% — 132 $6K
Tradewinds Capital Management, LLC 0.00% New 130 $6K
Vision Financial Markets LLC 0.01% No change 126 $5K
McIlrath & Eck, LLC 0.00% No change 108 $5K
Marathon Trading Investment Management LLC 0.00% Reduce -99.4% 100 $4K
Webster Bank, N. A. 0.00% No change 100 $4K
IMG Wealth Management, Inc. 0.00% No change 100 $4K
DHJJ Financial Advisors, Ltd. 0.00% No change 98 $4K
Trust Co. of Toledo NA 0.00% New 94 $4K
TCTC Holdings, LLC 0.00% No change 92 $4K
Asset Dedication, LLC 0.00% No change 84 $4K
Olistico Wealth, LLC 0.00% New 80 $3K
CNB Bank 0.00% No change 76 $3K
First Command Advisory Services, Inc. 0.00% New 74 $3K
JDM Financial Group LLC 0.00% No change 66 $3K
Modus Advisors, LLC 0.00% New 62 $3K
Elevated Capital Advisors, LLC 0.00% New 62 $3K
Financial Freedom, LLC 0.00% No change 56 $2K
Duncker Streett & Co. Inc. 0.00% Reduce -69.6% 56 $2K
Litman Gregory Wealth Management LLC 0.00% New 50 $2K
Atomic Invest LLC 0.00% — 47 $2K
Daiwa Securities Group Inc. 0.00% Add +136.4% 52 $2K
Bogart Wealth, LLC 0.00% Add +2.5% 41 $2K
Caldwell Sutter Capital, Inc. 0.00% New 40 $2K
Arlington Trust Co LLC 0.00% No change 40 $2K
DecisionPoint Financial, LLC 0.00% No change 36 $2K
Family Manage LLC 0.00% No change 32 $1K
Caitlin John, LLC 0.00% Reduce -40.4% 31 $1K
Mechanics Financial Corp 0.00% Reduce -48.1% 28 $1K
Johnson Financial Group, Inc. 0.00% Reduce -96.1% 26 $1K
Essential Partners LLC 0.00% New 24 $1K
Princeton Global Asset Management LLC 0.00% New 24 $1K
Roble, Belko & Company, Inc 0.00% No change 24 $1K
Vermillion & White Wealth Management Group, LLC 0.00% No change 20 $863
Obsidian Cio, LLC 0.00% Reduce -99.7% 20 $854
Breakwater Investment Management 0.00% No change 16 $684
Westend Capital Management, LLC 0.00% No change 10 $427
Schonfeld Strategic Advisors LLC 0.00% Reduce -100.0% 2 $85
Darwin Wealth Management, LLC 0.00% Add +0.0% 1 $50
Raleigh Capital Management Inc. 0.00% Reduce -50.0% 1 $29
Centerpoint Advisors, LLC 0.00% No change 2 $0

"% of holder's portfolio" is XLU's weight in each manager's 13F, not the share of St Sr Utl SL SE SPDR ETF-Usd the manager owns.