Yum! BrandsYUM

13F holders, Q3 2024 (September 30)
1,235holders +29
94new positions
65sold out
8famous investors
$139.31avg. 13F price*

At the end of Q3 2024, 1,235 institutions reported holding Yum! Brands Inc. (YUM) in their 13F filings, up 29 from Q2 2024. 94 opened new positions and 65 sold out. The largest holders were Vanguard Group Inc. ($4.7B), BlackRock, Inc. ($3.4B) and JPMorgan Chase & Co. ($3.1B). 8 famous investors held it, including Tom Gayner (0.2% of Markel Group's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).

Company
Yum! Brands Inc.
Sector
Consumer Discretionary
CUSIP
988498101
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions94$89.3M
Exits65$173.1M

All 13F filers, Q2 2024 → Q3 2024: 14,226,207 shares bought and 18,613,671 shares sold, net −4,387,464 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,235 holders

Vanguard Group Inc. 0.08% Add +0.3% 33,548,803 $4.7B
BlackRock, Inc. 0.07% — 24,483,032 $3.4B
JPMorgan Chase & Co. 0.25% Add +36.9% 22,522,172 $3.1B
Capital International Investors 0.42% Add +7.5% 15,624,361 $2.2B
State Street Corp. 0.07% Reduce -0.3% 12,707,394 $1.8B
Capital World Investors 0.25% Reduce -42.5% 11,329,719 $1.6B
T. Rowe Price Investment Management, Inc. 0.90% Reduce -1.2% 10,648,286 $1.5B
Geode Capital Management, LLC 0.08% Add +1.5% 7,441,170 $1.0B
Sustainable Growth Advisers, LP 3.85% Add +13.8% 6,502,665 $908.5M
Loomis Sayles & Co. L P 0.73% Reduce -3.1% 3,976,025 $555.5M
Morgan Stanley 0.04% Reduce -1.5% 3,846,289 $537.4M
Bank of America Corp. 0.05% Add +7.2% 3,796,046 $530.3M
Northern Trust Corp. 0.07% Reduce -2.1% 2,944,511 $411.4M
Norges Bank 0.06% Reduce -7.0% 2,831,785 $395.6M
Legal & General Group Plc 0.10% Reduce -2.2% 2,602,076 $363.5M
FMR LLC 0.02% Reduce -43.9% 2,496,902 $348.8M
Bank of New York Mellon Corp 0.06% Reduce -2.3% 2,261,341 $315.9M
TD Asset Management Inc 0.25% Reduce -1.0% 2,049,482 $286.8M
Invesco Ltd. 0.06% Add +10.2% 2,039,907 $285.0M
Magellan Asset Management Ltd 2.70% Reduce -9.9% 1,944,304 $271.6M
T. Rowe Price Associates Inc. 0.03% Reduce -22.0% 1,824,730 $254.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Reduce -9.4% 1,787,106 $249.7M
Soroban Capital Partners LP 3.18% Add +50.6% 1,643,298 $229.6M
Charles Schwab Investment Management Inc. 0.04% Add +0.4% 1,632,862 $228.1M
UBS Group AG 0.06% Add +7.0% 1,575,210 $220.1M
Epoch Investment Partners, Inc. 0.95% Reduce -0.4% 1,522,743 $212.7M
Goldman Sachs Group Inc. 0.04% Reduce -21.5% 1,514,748 $211.6M
USS Investment Management Ltd 1.55% Add +0.1% 1,506,130 $210.4M
Victory Capital Management Inc. 0.20% Reduce -34.8% 1,431,000 $199.9M
Cantillon Capital Management LLC 1.22% Add +3.8% 1,428,040 $199.5M
Capital Research Global Investors 0.04% Reduce -0.1% 1,270,547 $177.5M
Alliancebernstein L.P. 0.06% Add +1.8% 1,204,496 $168.3M
Voya Investment Management LLC 0.19% Add +742.7% 1,111,855 $154.9M
California Public Employees Retirement System 0.11% Reduce -2.3% 1,103,092 $154.1M
Wells Fargo & Company 0.03% Add +24.1% 966,895 $135.1M
Dimensional Fund Advisors LP 0.03% Reduce -0.5% 925,539 $129.3M
Deutsche Bank AG 0.05% Add +0.8% 922,039 $128.8M
Nuveen Asset Management, LLC 0.03% Reduce -0.2% 868,852 $121.4M
Paralel Advisors LLC 5.24% No change 858,000 $119.9M
Swiss National Bank 0.08% Add +0.3% 835,800 $116.8M
Barclays PLC 0.05% Add +6.4% 805,286 $112.5M
HSBC Holdings PLC 0.07% Reduce -9.2% 793,692 $110.8M
Sumitomo Mitsui Trust Group, Inc. 0.07% Add +3.1% 689,631 $96.3M
National Pension Service 0.09% Add +10.7% 657,951 $91.9M
DekaBank Deutsche Girozentrale 0.16% Add +6.0% 635,355 $88.5M
Arrowstreet Capital, Limited Partnership 0.07% Reduce -37.1% 607,235 $84.8M
Amundi 0.03% Reduce -22.4% 605,489 $81.6M
Bristol John W & Co. Inc. 1.30% Reduce -0.8% 581,245 $81.2M
Rhumbline Advisers 0.07% Reduce -15.2% 568,379 $79.4M
Royal Bank of Canada 0.02% Reduce -25.9% 558,170 $78.0M
California State Teachers Retirement System 0.08% Add +0.9% 471,900 $65.9M
Alkeon Capital Management LLC 0.36% Reduce -0.1% 465,951 $65.1M
Natixis Advisors, LLC 0.12% Add +0.6% 454,330 $63.5M
Citigroup Inc. 0.06% Add +119.5% 448,150 $62.6M
Bank of Montreal 0.03% Add +4.4% 427,778 $59.9M
BNP Paribas Financial Markets 0.06% Add +57.4% 424,688 $59.3M
Russell Investments Group, Ltd. 0.08% Add +7.3% 417,529 $58.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.06% Add +11.5% 412,242 $57.6M
Fort Washington Investment Advisors Inc. 0.34% Reduce -0.6% 398,240 $55.6M
DNB Asset Management AS 0.25% Add +26.8% 392,430 $54.8M
First Trust Advisors LP 0.05% Add +6.4% 376,112 $52.5M
Raymond James & Associates 0.03% Add +0.8% 358,345 $50.1M
Principal Financial Group Inc. 0.03% Add +3.1% 352,400 $49.2M
State Board of Administration of Florida Retirement System 0.09% Reduce -3.7% 324,027 $45.3M
CANADA LIFE ASSURANCE Co 0.07% Add +1.6% 305,717 $42.8M
SG Americas Securities, LLC 0.16% Add +303.4% 300,540 $42.0M
Aviva PLC 0.11% Reduce -5.3% 300,174 $41.9M
Ameriprise Financial Inc. 0.01% Add +2.9% 286,461 $40.0M
Capital International, Inc. 0.48% Reduce -10.7% 269,974 $37.7M
New York State Common Retirement Fund 0.05% Reduce -12.3% 269,655 $37.7M
PNC Financial Services Group, Inc. 0.02% Reduce -2.2% 261,167 $36.5M
Envestnet Asset Management Inc. 0.01% Add +1.7% 260,825 $36.4M
Pictet Asset Management Holding SA 0.04% Add +19.9% 254,563 $35.6M
Fifth Third Bancorp 0.12% Reduce -1.0% 243,662 $34.0M
Storebrand Asset Management As 0.11% No change 239,596 $33.5M
Nordea Investment Management AB 0.04% Reduce -1.6% 237,915 $33.4M
New York State Teachers Retirement System 0.06% Reduce -7.3% 225,253 $31.5M
KBC Group NV 0.09% Reduce -1.4% 218,829 $30.6M
Stifel Financial Corp. 0.03% Add +0.3% 217,547 $30.4M
LPL Financial LLC 0.01% Add +6.1% 214,479 $30.0M
Corient Private Wealth LP 0.05% Add +67.8% 209,373 $29.3M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -0.1% 197,109 $27.5M
Capital Group Private Client Services, Inc. 0.25% Reduce -1.8% 189,736 $26.5M
Los Angeles Capital Management LLC 0.10% Add +5077.1% 182,130 $25.4M
NS Partners Ltd 1.06% Add +1.6% 179,387 $25.1M
AE Wealth Management LLC 0.22% Add +33.9% 175,949 $24.6M
Prudential Financial Inc. 0.03% Add +1.9% 171,831 $24.0M
Glenmede Trust Co. NA 0.11% Reduce -5.9% 170,678 $23.8M
Manufacturers Life Insurance Company, The 0.02% Reduce -0.3% 169,088 $23.6M
State of Wisconsin Investment Board 0.06% Reduce -6.9% 166,904 $23.3M
Schroder Investment Management Group 0.02% Reduce -4.4% 166,697 $23.3M
Focus Partners Wealth 0.07% Add +519.6% 771,358 $22.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Reduce -52.8% 158,921 $22.2M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -1.9% 157,561 $22.0M
Caisse de depot et placement du Quebec 0.04% Reduce -88.7% 157,442 $22.0M
Korea Investment CORP 0.05% Reduce -15.4% 157,364 $22.0M
Markel Group 0.20% Add +80.9% 156,502 $21.9M
Canada Pension Plan Investment Board 0.02% Add +23.3% 156,031 $21.8M
Swedbank AB 0.03% Add +0.5% 153,431 $21.4M
Cohen Klingenstein LLC 0.74% No change 152,070 $21.2M
Sei Investments Co. 0.03% Add +3.0% 146,828 $20.5M
Susquehanna International Group, LLP 0.03% Add +12.9% 143,569 $20.1M
Aberdeen Group plc 0.03% Reduce -5.4% 136,545 $19.0M
Jane Street Group, LLC 0.03% Add +2.3% 135,560 $18.9M
ZWJ Investment Counsel Inc. 0.77% Add +8.2% 135,250 $18.9M
National Bank of Canada 0.02% Add +42.3% 131,779 $18.4M
Danske Bank A/S 0.06% Reduce -3.0% 131,333 $18.3M
Toronto Dominion Bank 0.03% Add +15.5% 127,446 $17.8M
Treasurer of the State of North Carolina 0.07% Add +0.5% 126,659 $17.7M
Franklin Resources Inc. 0.01% Add +12.0% 130,858 $17.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.18% — 125,780 $17.6M
Heritage Investors Management Corp. 0.57% Reduce -4.0% 123,200 $17.2M
Millennium Management 0.02% Add +264.2% 121,431 $17.0M
Asset Management One Co., Ltd. 0.06% Add +0.9% 121,346 $17.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +8.4% 117,959 $16.5M
Nomura Asset Management Co. Ltd. 0.05% Add +10.9% 116,456 $16.3M
Howland Capital Management LLC 0.70% Reduce -3.9% 116,157 $16.2M
Royal London Asset Management Ltd. 0.04% Add +2.8% 115,903 $16.2M
Baird Financial Group, Inc. 0.03% Reduce -26.5% 113,934 $15.9M
Capital International Sarl 0.41% Add +12.6% 113,648 $15.9M
NorthCrest Asset Manangement, LLC 0.48% Add +1.2% 113,372 $15.8M
Cerity Partners LLC 0.03% Add +11.3% 109,928 $15.4M
US Bancorp \de 0.02% Reduce -2.0% 108,970 $15.2M
Klingenstein Fields & Co. LP 0.60% No change 108,128 $15.1M
Mn Services Vermogensbeheer B.V. 0.11% Reduce -2.5% 107,500 $15.0M
Orion Porfolio Solutions, LLC 0.15% Reduce -2.6% 106,891 $14.9M
Orion Portfolio Solutions, LLC 0.15% Reduce -2.6% 106,891 $14.9M
Nisa Investment Advisors, LLC 0.09% Reduce -3.9% 105,845 $14.8M
Forsta Ap-Fonden 0.11% Add +6.6% 104,900 $14.7M
CIBC Private Wealth Group LLC 0.03% Reduce -0.1% 104,209 $14.6M
Truist Financial Corp. 0.02% Reduce -7.3% 103,143 $14.4M
Capital International Ltd. 0.62% Add +0.0% 102,358 $14.3M
Public Employees Retirement System of Ohio 0.06% Reduce -4.8% 102,352 $14.3M
State of New Jersey Common Pension Fund D 0.06% No change 101,917 $14.2M
QRG Capital Management, Inc. 0.15% Reduce -1.8% 101,438 $14.2M
Resona Asset Management Co.,Ltd. 0.08% Reduce -1.4% 100,763 $14.1M
Commerce Bank 0.09% Reduce -1.6% 100,340 $14.0M
Assenagon Asset Management S.A. 0.03% Add +182.2% 100,315 $14.0M
Commonwealth Equity Services, LLC 0.02% Reduce -5.2% 99,846 $13.9M
Systematic Alpha Investments, LLC 0.51% No change 99,234 $13.9M
Twinbeech Capital LP 0.26% Add +11.6% 98,860 $13.8M
AMF Tjanstepension AB 0.10% No change 96,904 $13.5M
Aquatic Capital Management LLC 0.35% New 96,800 $13.5M
Voloridge Investment Management, LLC 0.05% New 96,774 $13.5M
Northwest & Ethical Investments L.P. 0.35% Add +12.3% 94,810 $13.2M
Captrust Financial Advisors 0.04% Reduce -1.6% 92,719 $13.0M
Varma Mutual Pension Insurance Co 0.10% Add +8.5% 98,590 $12.9M
Gotham Asset Management 0.13% Add +58.5% 91,050 $12.7M
Comerica Bank 0.05% Reduce -2.5% 88,125 $12.3M
Creative Planning 0.01% Reduce -7.3% 87,658 $12.2M
UniSuper Management Pty Ltd 0.09% Add +1.9% 87,153 $12.2M
M&T Bank Corp 0.04% Reduce -0.1% 81,904 $11.4M
Arizona State Retirement System 0.07% Reduce -1.0% 80,751 $11.3M
Van Eck Associates Corp. 0.01% Add +1.6% 83,975 $11.3M
Illinois Municipal Retirement Fund 0.16% Add +11.4% 78,688 $11.0M
MetLife Investment Management, LLC 0.06% Reduce -2.6% 78,043 $10.9M
Corebridge Financial, Inc. 0.06% Reduce -3.1% 77,341 $10.8M
State of Michigan Retirement System 0.05% Reduce -0.7% 76,614 $10.7M
PGGM Investments 0.13% Reduce -38.0% 72,683 $10.2M
CIBC Asset Management Inc 0.03% Add +3.2% 72,097 $10.1M
ProShare Advisors LLC 0.02% Add +84.5% 70,954 $9.9M
Mackenzie Financial Corp. 0.01% Reduce -4.5% 66,587 $9.3M
AQR Capital Management 0.01% Add +1.4% 65,193 $9.1M
Janus Henderson Group PLC 0.00% Reduce -1.2% 65,020 $9.1M
Handelsbanken Fonder AB 0.04% Add +11.6% 64,126 $9.0M
Bessemer Group Inc. 0.01% Add +95.0% 63,889 $8.9M
SpiderRock Advisors, LLC 0.19% Add +0.5% 62,777 $8.8M
Retirement Systems of Alabama 0.03% Reduce -0.4% 61,853 $8.6M
Quantinno Capital Management LP 0.11% Add +0.8% 61,414 $8.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% Reduce -1.1% 61,207 $8.6M
Jacobs & Co. 0.85% Add +5.2% 60,536 $8.5M
Vestcor Inc 0.26% No change 59,782 $8.4M
Mariner, LLC 0.01% Add +0.1% 59,076 $8.3M
State of Tennessee, Department of Treasury 0.03% Add +16.2% 58,591 $8.2M
Pathstone Holdings, LLC 0.04% Reduce -2.3% 58,430 $8.2M
First Manhattan Co. Llc. 0.02% Reduce -26.1% 58,266 $8.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +1.1% 58,105 $8.1M
Skandinaviska Enskilda Banken AB (publ) 0.04% Reduce -2.6% 57,946 $8.1M
Raymond James Financial Services Advisors, Inc. 0.01% Add +3.8% 57,839 $8.1M
Czech National Bank 0.08% Add +6.7% 57,276 $8.0M
IFM Investors Pty Ltd 0.08% Add +5.6% 57,039 $8.0M
Amalgamated Bank 0.07% Reduce -2.5% 56,797 $7.9M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +7.8% 69,549 $7.9M
APG Asset Management N.V. 0.05% Reduce -82.9% 62,700 $7.8M
HighTower Advisors, LLC 0.01% Add +1.9% 55,799 $7.8M
Fisher Asset Management 0.00% Reduce -2.6% 55,378 $7.7M
Wesleyan Assurance Society 0.60% No change 54,100 $7.6M
United Services Automobile Association 0.19% Reduce -35.1% 53,068 $7.4M
Pacer Advisors, Inc. 0.02% Add +36.8% 52,150 $7.3M
Man Group plc 0.02% Reduce -76.5% 51,965 $7.3M
Railway Pension Investments Ltd 0.09% Add +38.5% 51,800 $7.2M
American Century Companies Inc. 0.00% Reduce -28.1% 51,517 $7.2M
Cetera Investment Advisers 0.02% Add +7.8% 49,597 $6.9M
Neuberger Berman Group LLC 0.01% Add +0.3% 49,302 $6.9M
Xponance LLC 0.07% Add +0.1% 48,930 $6.8M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -5.0% 48,258 $6.7M
Tidal Investments LLC 0.07% Add +54.4% 47,604 $6.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Reduce -12.8% 46,996 $6.6M
Tritonpoint Wealth, LLC 0.59% Reduce -1.1% 46,498 $6.5M
Utah Retirement Systems 0.07% Add +0.4% 46,543 $6.5M
Osaic Holdings, Inc. 0.01% Reduce -11.4% 45,921 $6.4M
Allianz Asset Management GmbH 0.01% Reduce -0.2% 45,712 $6.4M
State of Alaska, Department of Revenue 0.07% Reduce -5.2% 44,882 $6.3M
Westpac Banking Corp. 0.41% Add +2391.5% 44,125 $6.2M
Gallacher Capital Management LLC 2.81% Reduce -0.4% 43,692 $6.1M
Infusive Asset Management Inc. 2.56% Add +15.1% 43,419 $6.1M
Guggenheim Capital LLC 0.04% Add +16.0% 43,419 $6.1M
Capital Fund Management S.A. 0.07% New 42,887 $6.0M
Bank of Nova Scotia 0.01% Add +34.4% 42,879 $6.0M
Advisors Asset Management, Inc. 0.11% Reduce -2.5% 42,344 $5.9M
New York Life Investment Management LLC 0.06% Reduce -3.0% 42,288 $5.9M
Renaissance Technologies 0.01% New 42,100 $5.9M
Qube Research & Technologies Ltd 0.01% New 41,504 $5.8M
Cullinan Associates Inc. 0.32% Reduce -16.0% 42,720 $5.7M
Bartlett & Co. Wealth Management LLC 0.08% Add +0.3% 40,642 $5.7M
Coldstream Capital Management Inc. 0.12% Add +7.4% 39,713 $5.5M
Sanctuary Advisors, LLC 0.04% Reduce -6.0% 40,828 $5.5M
Macquarie Group Ltd. 0.01% Add +82.1% 39,510 $5.5M
Daiwa Securities Group Inc. 0.03% Add +1.6% 39,347 $5.5M
Synovus Financial Corp. 0.06% Add +10.5% 39,292 $5.5M
Cibc World Market Inc. 0.01% Add +0.5% 38,624 $5.4M
Public Employees Retirement Association of Colorado 0.02% Add +0.0% 38,468 $5.4M
Robeco Institutional Asset Management B.V. 0.01% Add +30.8% 38,388 $5.4M
Cibc World Markets Corp. 0.04% Reduce -41.3% 38,216 $5.3M
FORA Capital, LLC 0.63% Reduce -11.1% 38,126 $5.3M
Pavion Blue Capital, LLC 2.46% Add +0.0% 37,865 $5.3M
YHB Investment Advisors, Inc. 0.44% Reduce -1.1% 37,776 $5.3M
ING Groep NV 0.03% Reduce -60.3% 37,686 $5.3M
Mercer Global Advisors Inc. 0.01% Reduce -1.8% 37,678 $5.2M
Blair William & Co. 0.01% Reduce -5.3% 36,554 $5.1M
Snowden Capital Advisors LLC 0.15% Add +3.4% 36,268 $5.1M
AXA S.A. 0.02% Add +32.9% 36,250 $5.1M
Cresset Asset Management, LLC 0.02% Reduce -18.8% 35,964 $5.0M
Yousif Capital Management, LLC 0.05% Reduce -0.8% 35,803 $5.0M
Schonfeld Strategic Advisors LLC 0.04% Reduce -39.7% 35,802 $5.0M
MML Investors Services, LLC 0.02% Add +2.1% 35,519 $5.0M
Alps Advisors Inc. 0.03% Add +102.3% 35,050 $4.9M
Mutual of America Capital Management LLC 0.05% Reduce -2.5% 34,643 $4.8M
Panagora Asset Management Inc. 0.02% Add +0.5% 34,599 $4.8M
Nissay Asset Management Corp. /Japan 0.03% Reduce -2.1% 34,393 $4.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +8.6% 34,152 $4.8M
Searle & Co. 1.16% Reduce -1.0% 33,200 $4.6M
Achmea Investment Management B.V. 0.08% Add +180.3% 32,920 $4.6M
Scotia Capital Inc. 0.02% Reduce -2.8% 32,553 $4.5M
Jefferies Financial Group Inc. 0.08% New 32,140 $4.5M
Stock Yards Bank & Trust Co. 0.14% Reduce -3.4% 31,472 $4.4M
D.A. Davidson & Co. 0.04% Reduce -2.5% 30,602 $4.3M
Beacon Pointe Advisors, LLC 0.05% Reduce -1.3% 30,577 $4.3M
Everett Harris & Co. 0.05% Reduce -2.1% 30,550 $4.3M
Brown Advisory Inc. 0.01% Reduce -4.4% 30,383 $4.2M
Stratos Wealth Advisors, LLC 0.19% Reduce -0.6% 30,094 $4.2M
Ilmarinen Mutual Pension Insurance Co 0.05% Reduce -25.0% 30,000 $4.2M
Lipe & Dalton 2.08% Reduce -0.3% 29,502 $4.1M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -6.8% 29,313 $4.1M
Weiss Asset Management LP 0.15% New 29,300 $4.1M
B. Metzler seel. Sohn & Co. Holding AG 0.04% — 29,214 $4.1M
B. Metzler seel. Sohn & Co. AG 0.04% Add +24.3% 29,214 $4.1M
Intech Investment Management LLC 0.05% Reduce -4.6% 29,123 $4.1M
Empowered Funds, LLC 0.06% Add +145.8% 28,296 $4.0M
Vanguard Personalized Indexing Management, LLC 0.06% Reduce -6.4% 28,037 $3.9M
Kestra Advisory Services, LLC 0.02% Reduce -5.1% 27,473 $3.8M
Horrell Capital Management, Inc. 1.14% Reduce -9.8% 27,331 $3.8M
Wealthfront Advisers LLC 0.01% Add +1.3% 27,149 $3.8M
Mediolanum International Funds Ltd 0.05% Reduce -1.4% 27,073 $3.8M
B.O.S.S. Retirement Advisors, LLC 0.75% Add +14.0% 26,826 $3.7M
Bokf, NA 0.07% Reduce -0.6% 26,882 $3.7M
Entropy Technologies, LP 0.37% Reduce -21.3% 25,353 $3.5M
Credit Agricole S A 0.02% Reduce -1.7% 24,999 $3.5M
Elo Mutual Pension Insurance Co 0.07% Add +4.2% 24,861 $3.5M
Atria Investments, Inc 0.04% Reduce -9.6% 24,845 $3.5M
Ensign Peak Advisors, Inc 0.01% Reduce -23.7% 24,682 $3.4M
Bridgewater Associates 0.02% Reduce -79.1% 24,667 $3.4M
Cadent Capital Advisors, LLC 1.17% Add +0.5% 24,610 $3.4M
Ostrum Asset Management 0.28% Add +2.1% 24,427 $3.4M
Oregon Public Employees Retirement Fund 0.06% Reduce -0.4% 24,120 $3.4M
Linscomb Wealth, Inc. 0.17% Reduce -2.7% 23,995 $3.4M
Campbell & CO Investment Adviser LLC 0.24% New 23,296 $3.3M
Rafferty Asset Management, LLC 0.01% Reduce -3.7% 23,150 $3.2M
CENTRAL TRUST Co 0.08% Reduce -1.2% 23,148 $3.2M
Agf Management Ltd. 0.02% Add +29.6% 23,110 $3.2M
Peapack Gladstone Financial Corp. 0.05% Add +1199.8% 22,877 $3.2M
Shelton Capital Management 0.08% No change 22,858 $3.2M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.8% 22,598 $3.2M
Candriam S.C.A. 0.02% Reduce -2.9% 22,473 $3.1M
Gulf International Bank (UK) Ltd 0.08% Reduce -4.2% 22,166 $3.1M
Enterprise Financial Services Corp 1.79% Reduce -0.3% 22,024 $3.1M
Brant Point Investment Management LLC 0.70% Reduce -15.4% 21,896 $3.1M
Mesirow Financial Investment Management, Inc. 0.06% Add +113.9% 21,842 $3.1M
O'shaughnessy Asset Management, LLC 0.03% Reduce -14.3% 22,649 $3.0M
NewEdge Advisors, LLC 0.02% Reduce -4.0% 21,799 $3.0M
Colonial Trust Advisors 0.26% Reduce -1.1% 21,661 $3.0M
Rockefeller Capital Management L.P. 0.01% Reduce -3.8% 21,607 $3.0M
Eukles Asset Management 1.21% Add +0.1% 21,599 $3.0M
Steward Partners Investment Advisory, LLC 0.03% Add +6.9% 21,579 $3.0M
Burns J W & Co. Inc. 0.39% Reduce -3.6% 21,379 $3.0M
Banco Santander, S.A. 0.04% Add +3.3% 21,303 $3.0M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -5.7% 21,118 $3.0M
NJ State Employees Deferred Compensation Plan 0.35% No change 21,000 $2.9M
DAVENPORT & Co LLC 0.02% Reduce -8.0% 20,953 $2.9M
Engineers Gate Manager LP 0.06% Add +11.6% 20,716 $2.9M
Siemens Fonds Invest GmbH 0.23% Add +0.4% 20,671 $2.9M
Capital Advisors Inc. 0.06% Add +6.4% 20,662 $2.9M
Iowa State Bank 0.58% Add +3.6% 20,291 $2.8M
American National Bank & Trust 0.32% Reduce -7.8% 19,693 $2.8M
Perbak Capital Partners LLP 1.92% Add +6.8% 19,594 $2.7M
Kentucky Retirement Systems 0.08% Reduce -7.7% 19,587 $2.7M
King Luther Capital Management Corp. 0.01% Add +0.0% 19,488 $2.7M
Rathbones Group PLC 0.01% Reduce -2.3% 19,382 $2.7M
Glenview Trust Co 0.05% Reduce -1.3% 19,347 $2.7M
Knollwood Investment Advisory, LLC 0.29% No change 19,327 $2.7M
Silvercrest Asset Management Group LLC 0.02% No change 19,196 $2.7M
Salem Investment Counselors Inc. 0.08% No change 18,874 $2.6M
Mill Capital Management, LLC 0.20% Reduce -10.0% 18,698 $2.6M
Osborne Partners Capital Management, LLC 0.15% No change 18,480 $2.6M
Cassaday & Co Wealth Management LLC 0.07% Add +0.3% 18,262 $2.6M
Mizuho Securities USA LLC 0.05% Reduce -16.0% 18,232 $2.5M
Strengthening Families & Communities, LLC 0.65% Add +7.5% 18,128 $2.5M
Private Advisor Group, LLC 0.02% Add +6.5% 18,079 $2.5M
Hartford Investment Management Co. 0.08% Reduce -2.9% 17,438 $2.4M
MAI Capital Management 0.02% Reduce -14.1% 17,318 $2.4M
Huntington National Bank 0.02% Add +0.3% 17,232 $2.4M
Investment House LLC 0.13% Reduce -2.8% 17,223 $2.4M
Sterling Capital Management LLC 0.03% — 17,177 $2.4M
1ST Source Bank 0.13% Reduce -0.2% 16,908 $2.4M
Capital Group Investment Management Pte. LTD. 0.47% Add +3.5% 16,898 $2.4M
Townsquare Capital LLC 0.03% Add +10.3% 16,779 $2.3M
Mitchell McLeod Pugh & Williams Inc. 0.49% Add +4.1% 16,637 $2.3M
ICW Investment Advisors LLC 0.96% Add +3.4% 16,567 $2.3M
Oppenheimer Asset Management Inc. 0.03% Add +6.3% 16,538 $2.3M
Atria Wealth Solutions, Inc. 0.02% Reduce -70.3% 16,136 $2.3M
Lido Advisors, LLC 0.02% Add +43.1% 16,104 $2.2M
Maryland State Retirement & Pension System 0.05% Reduce -26.2% 16,098 $2.2M
Assetmark, Inc. 0.01% Add +6.0% 16,032 $2.2M
Rakuten Investment Management, Inc. 0.01% Add +33.0% 15,940 $2.2M
LBP Am SA 0.03% Add +134.2% 15,825 $2.2M
Louisiana State Employees Retirement System 0.04% Reduce -0.6% 15,800 $2.2M
Whittier Trust Co. of Nevada Inc. 0.06% Reduce -3.2% 15,778 $2.2M
Securian Asset Management, Inc. 0.06% Reduce -3.6% 15,539 $2.2M
AIA Group Ltd 0.06% No change 15,324 $2.1M
Towne Trust Company, N.A 0.77% Reduce -0.1% 15,287 $2.1M
Crossmark Global Holdings, Inc. 0.04% Reduce -2.9% 15,158 $2.1M
Kentucky Farm Bureau Mutual Insurance Co 0.45% No change 15,000 $2.1M
Cohen Capital Management, Inc. 0.34% No change 15,000 $2.1M
Keybank National Association 0.01% Reduce -6.4% 14,705 $2.1M
Allspring Global Investments Holdings, LLC 0.00% Add +0.7% 14,638 $2.0M
Procyon Advisors, LLC 0.14% Add +3.8% 14,537 $2.0M
Savant Capital, LLC 0.02% Add +39.5% 14,341 $2.0M
Coastline Trust Co 0.23% No change 14,124 $2.0M
Evercore Wealth Management, LLC 0.03% Reduce -2.8% 14,052 $2.0M
WBH Advisory Inc. 0.18% Add +2.9% 13,954 $1.9M
Mechanics Bank Trust Department 0.26% Add +3.8% 13,812 $1.9M
Cypress Asset Management Inc. 0.48% Reduce -0.3% 13,808 $1.9M
New Mexico Educational Retirement Board 0.06% Reduce -2.1% 13,772 $1.9M
Caption Management, LLC 0.21% New 13,750 $1.9M
EP Wealth Advisors, LLC 0.02% Add +1.2% 13,727 $1.9M
Citizens Financial Group Inc. 0.04% Add +6.3% 13,465 $1.9M
Prudential PLC 0.01% Add +136.8% 13,414 $1.9M
Metis Global Partners, LLC 0.06% Add +5.1% 13,350 $1.9M
Watts Gwilliam & Co., LLC 0.41% — 13,840 $1.9M
Sequoia Financial Advisors, LLC 0.02% Reduce -1.9% 13,315 $1.9M
Bleakley Financial Group, LLC 0.06% Reduce -2.7% 13,280 $1.9M
OneDigital Investment Advisors LLC 0.02% Reduce -14.1% 13,187 $1.8M
Quantitative Investment Management, LLC 0.18% New 13,148 $1.8M
Thrivent Financial for Lutherans 0.00% Add +10.5% 13,000 $1.8M
Avantax Advisory Services, Inc. 0.01% Add +1.8% 12,794 $1.8M
Edmonds Duncan Registered Investment Advisors, LLC 0.39% Add +0.1% 12,650 $1.8M
Williams Jones Wealth Management, LLC. 0.02% Reduce -0.1% 12,630 $1.8M
Allianz SE 0.05% Reduce -31.9% 12,585 $1.8M
Praxis Investment Management Inc. 0.11% No change 12,440 $1.7M
Stephens Inc. 0.02% Reduce -1.6% 12,332 $1.7M
Chicago Capital, LLC 0.05% Reduce -1.2% 12,197 $1.7M
Swiss Life Asset Management Ltd 0.02% Reduce -11.3% 12,187 $1.7M
Public Sector Pension Investment Board 0.01% Add +12.0% 12,153 $1.7M
NEOS Investment Management LLC 0.05% Add +25.1% 12,149 $1.7M
Cwm, LLC 0.01% Reduce -1.6% 12,044 $1.7M
Ossiam 0.03% Reduce -1.6% 11,689 $1.6M
NorthCoast Asset Management LLC 0.01% Add +455.3% 14,149 $1.6M
Norinchukin Bank, The 0.04% Add +16.3% 11,558 $1.6M
Auxier Asset Management LLC 0.23% No change 11,370 $1.6M
Ieq Capital, LLC 0.02% Reduce -14.1% 11,198 $1.6M
Johnson Investment Counsel Inc. 0.02% Reduce -1.3% 11,189 $1.6M
United Capital Financial Advisors, LLC 0.01% Reduce -12.9% 11,173 $1.6M
Cobblestone Capital Advisors LLC 0.09% Reduce -0.3% 11,064 $1.5M
Ervin Investment Management, LLC 0.99% Reduce -0.5% 11,002 $1.5M
iA Global Asset Management Inc. 0.03% New 10,907 $1.5M
Shufro Rose & Co. LLC 0.12% No change 11,468 $1.5M
HB Wealth Management, LLC 0.02% Reduce -13.0% 10,871 $1.5M
North Star Investment Management Corp. 0.10% Add +0.0% 10,792 $1.5M
Perigon Wealth Management, LLC 0.04% New 10,753 $1.5M
TD Waterhouse Canada Inc. 0.01% Reduce -1.4% 10,776 $1.5M
Tiaa Trust, National Association 0.00% Add +1.0% 10,731 $1.5M
Meiji Yasuda Asset Management Co Ltd. 0.06% Reduce -2.7% 10,718 $1.5M
SOL Capital Management CO 0.17% No change 10,710 $1.5M
Raymond James Trust N.A. 0.03% Add +0.1% 10,610 $1.5M
Federation des caisses Desjardins du Quebec 0.01% Reduce -55.4% 10,597 $1.5M
Arrow Financial Corp 0.14% Reduce -9.1% 10,560 $1.5M
Envestnet Portfolio Solutions, Inc. 0.00% Add +12.3% 10,500 $1.5M
Letson Investment Management, Inc. 0.57% No change 10,460 $1.5M
Fernwood Investment Management, LLC 0.48% No change 10,450 $1.5M
First Trust Direct Indexing L.P. 0.08% Reduce -9.1% 10,380 $1.5M
Kingsview Wealth Management, LLC 0.03% Add +0.2% 10,343 $1.4M
RB Capital Management, LLC 0.35% Reduce -1.4% 10,189 $1.4M
Daiichi Life Insurance Co., Ltd. 0.04% Reduce -37.4% 10,034 $1.4M
Choreo, LLC 0.02% Add +4.3% 10,049 $1.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +1.9% 9,999 $1.4M
Vontobel Holding Ltd. 0.00% Add +7.5% 9,957 $1.4M
Claro Advisors Inc. 0.18% Add +8.6% 9,921 $1.4M
Painted Porch Advisors LLC 0.70% Reduce -0.6% 9,898 $1.4M
Griffin Asset Management, Inc. 0.15% No change 9,888 $1.4M
Farmers & Merchants Investments Inc. 0.04% Add +4.8% 9,774 $1.4M
Evermay Wealth Management LLC 0.22% Add +0.3% 9,734 $1.4M
OMERS ADMINISTRATION Corp 0.01% Reduce -22.4% 9,730 $1.4M
Mogy Joel R Investment Counsel Inc. 0.08% No change 9,680 $1.4M
Fiduciary Trust Co 0.02% Add +3.4% 9,637 $1.3M
Silvant Capital Management LLC 0.06% Reduce -11.0% 9,539 $1.3M
Sepio Capital, LP 0.10% Add +9.2% 9,512 $1.3M
Moors & Cabot, Inc. 0.07% Reduce -1.2% 9,434 $1.3M
Investment Management Corp of Ontario 0.03% Add +51.5% 9,414 $1.3M
Stratos Wealth Partners, LTD. 0.02% Reduce -23.0% 9,283 $1.3M
Greenleaf Trust 0.01% Reduce -2.5% 9,258 $1.3M
Wilmington Savings Fund Society, FSB 0.02% Add +128.5% 9,128 $1.3M
Valeo Financial Advisors, LLC 0.04% Reduce -3.9% 9,126 $1.3M
OVERSEA-CHINESE BANKING Corp Ltd 0.04% New 9,140 $1.3M
Essex Financial Services, Inc. 0.09% Reduce -6.2% 9,385 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.6% 8,912 $1.2M
CreativeOne Wealth, LLC 0.04% New 8,780 $1.2M
Kelman-Lazarov, Inc. 0.21% Reduce -5.5% 8,737 $1.2M
Brave Asset Management Inc. 0.30% No change 8,733 $1.2M
Choate Investment Advisors 0.03% Reduce -1.5% 8,729 $1.2M
Regions Financial Corp. 0.01% Add +4.9% 8,702 $1.2M
New Capital Management LP 0.34% No change 8,662 $1.2M
Bradley Foster & Sargent Inc. 0.02% Reduce -13.7% 8,631 $1.2M
Pensionfund Sabic 0.38% Reduce -14.8% 8,600 $1.2M
Capital Investment Advisors, LLC 0.02% Add +5.0% 8,568 $1.2M
Canandaigua National Bank & Trust Co. 0.11% Add +17.6% 8,512 $1.2M
V-Square Quantitative Management LLC 0.17% Add +5.8% 8,491 $1.2M
&partners 0.02% New 8,399 $1.2M
Kentucky Retirement Systems Insurance Trust Fund 0.08% Reduce -8.4% 8,325 $1.2M
Eastern Bank 0.02% New 8,325 $1.2M
Clearstead Advisors, LLC 0.02% Reduce -0.4% 8,261 $1.2M
Caxton Associates LP 0.05% New 8,201 $1.1M
Moody National Bank Trust Division 0.12% No change 8,111 $1.1M
First National Bank & Trust Co. of Newtown 0.22% Reduce -0.2% 8,093 $1.1M
Baldwin Investment Management, LLC 0.14% Reduce -4.3% 8,092 $1.1M
Park Avenue Securities LLC 0.01% Reduce -11.8% 7,990 $1.1M
Transcend Capital Advisors, LLC 0.07% Reduce -8.3% 7,968 $1.1M
KMG Fiduciary Partners, LLC 0.10% Reduce -0.7% 7,965 $1.1M
HighPoint Advisor Group LLC 0.06% Reduce -4.3% 7,926 $1.1M
Merit Financial Group, LLC 0.02% Reduce -25.9% 7,922 $1.1M
PFG Investments, LLC 0.07% Add +0.9% 7,889 $1.1M
Burney Co./ 0.04% Reduce -3.9% 7,865 $1.1M
Laird Norton Wetherby Wealth Management, LLC 0.05% Reduce -1.4% 7,836 $1.1M
Interchange Capital Partners, LLC 0.39% Reduce -1.6% 7,793 $1.1M
LCM Capital Management Inc 0.63% Add +0.6% 7,787 $1.1M
Pitcairn Co. 0.06% Reduce -6.5% 7,778 $1.1M
North Star Asset Management Inc. 0.05% Reduce -0.6% 7,769 $1.1M
Meeder Advisory Services, Inc. 0.07% Reduce -5.6% 7,766 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.05% No change 7,586 $1.1M
Squarepoint Ops LLC 0.00% Reduce -0.8% 7,569 $1.1M
Van Hulzen Asset Management, LLC 0.08% No change 7,500 $1.0M
Shakespeare Wealth Management, LLC 0.27% Add +0.1% 7,438 $1.0M
Oppenheimer & Co. Inc. 0.02% Reduce -0.2% 7,409 $1.0M
Forvis Mazars Wealth Advisors, LLC 0.02% Add +2.1% 7,370 $1.0M
Allworth Financial LP 0.01% Add +6.0% 7,330 $1.0M
Banque Cantonale Vaudoise 0.04% Reduce -15.1% 7,325 $1.0M
Ballentine Partners, LLC 0.02% Add +5.0% 7,313 $1.0M
Schmidt P J Investment Management Inc. 0.18% No change 7,300 $1.0M
Brighton Jones LLC 0.04% Reduce -6.3% 7,278 $1.0M
Concurrent Investment Advisors, LLC 0.03% Reduce -4.4% 7,267 $1.0M
Biltmore Family Office, LLC 0.17% Add +0.2% 7,256 $1.0M
Apollon Wealth Management, LLC 0.03% Add +2.1% 7,226 $1.0M
Ferguson Wellman Capital Management, Inc. 0.02% No change 7,202 $1.0M
Rehmann Capital Advisory Group 0.07% Reduce -1.4% 7,189 $1.0M
First Hawaiian Bank 0.03% New 7,136 $997K
Prospera Financial Services Inc 0.03% Add +3.7% 7,112 $994K
Y-Intercept (Hong Kong) Ltd 0.06% New 7,114 $994K
Ethic Inc. 0.03% Reduce -10.3% 7,123 $988K
Axiom Advisory, LLC 0.01% Add +1.6% 7,424 $987K
Crestline Management, L.P. 0.06% New 7,042 $984K
Independent Advisor Alliance 0.04% Reduce -0.4% 7,004 $979K
Applied Finance Capital Management, LLC 0.04% Add +7.0% 6,928 $968K
Signaturefd, LLC 0.02% Reduce -5.3% 6,918 $967K
Moody LYNN Lieberson & Walker, LLC 0.06% Reduce -1.3% 6,760 $944K
First Trust Investment Solutions L.P. 0.11% Add +32.2% 6,736 $941K
Nilsine Partners, LLC 0.12% Reduce -3.1% 6,718 $939K
Fayez Sarofim & Co 0.00% No change 6,681 $933K
Meridian Wealth Management, LLC 0.05% New 6,621 $925K
Cross Staff Investments Inc 0.71% No change 6,560 $916K
Integrated Wealth Concepts LLC 0.01% Reduce -2.7% 6,534 $913K
Godshalk Welsh Capital Management, Inc. 0.57% No change 6,495 $907K
Leavell Investment Management, Inc. 0.05% Add +7.4% 6,489 $907K
Full Sail Capital, LLC 0.06% Reduce -7.2% 6,435 $899K
Connors Investor Services Inc. 0.09% New 6,400 $894K
GLOBALT Investments LLC / GA 0.03% Reduce -4.5% 6,330 $884K
Key Financial Inc 0.20% Add +68.3% 6,327 $884K
CI Investments Inc. 0.00% Add +5.8% 6,300 $880K
GTS Securities LLC 0.02% Add +288.9% 6,245 $872K
Mgo One Seven LLC 0.04% Reduce -10.2% 6,235 $871K
UMB Bank, n.a. 0.01% Add +0.8% 6,135 $857K
Tower Research Capital LLC (TRC) 0.02% Reduce -79.1% 6,129 $856K
Cullen/Frost Bankers, Inc. 0.01% Reduce -7.9% 6,122 $855K
Farmers Trust Co. 0.16% Reduce -5.6% 6,111 $854K
Ontario Teachers Pension Plan Board 0.01% No change 6,097 $852K
Meyer Handelman Co. 0.03% Reduce -2.0% 6,070 $848K
Smith Salley Wealth Management 0.06% Add +0.7% 6,057 $846K
Appleton Partners Inc. 0.06% Reduce -8.7% 6,055 $846K
Axq Capital, LP 0.26% New 6,044 $844K
Argent Trust Co 0.03% Reduce -2.0% 6,017 $841K
Wellington Shields Capital Management, LLC 0.15% Reduce -50.0% 6,012 $840K
Asset Dedication, LLC 0.06% Reduce -15.4% 6,001 $838K
Pathway Financial Advisors LLC 0.22% No change 6,000 $838K
Parsons Capital Management Inc. 0.05% Reduce -2.0% 5,976 $835K
Kenora Financial, LLC 0.33% No change 5,964 $833K
Whittier Trust Co. 0.01% Reduce -22.2% 5,914 $826K
Coastal Bridge Advisors, LLC 0.20% Reduce -8.8% 5,894 $823K
Jackson Hole Capital Partners, LLC 0.17% No change 5,887 $822K
Vident Advisory, LLC 0.02% Add +13.4% 5,878 $821K
Prime Capital Investment Advisors, LLC 0.01% Reduce -2.8% 5,856 $818K
Graypoint LLC 0.05% Reduce -2.6% 5,805 $811K
Paloma Partners Management Co 0.06% Add +33.6% 5,785 $808K
Rossmore Private Capital 0.10% Reduce -4.2% 5,775 $807K
Jones Financial Companies LLLP 0.00% Add +1194.4% 5,734 $802K
Inceptionr LLC 0.20% New 5,740 $802K
Waverly Advisors, LLC 0.01% Add +40.4% 5,734 $801K
Profund Advisors LLC 0.03% Add +2.4% 5,633 $787K
Horizon Investments, LLC 0.02% Add +0.6% 5,628 $786K
Parthenon LLC 0.09% No change 5,604 $783K
Wedbush Securities Inc. 0.03% Reduce -28.7% 5,601 $782K
Pinnacle Financial Partners Inc 0.02% Reduce -4.2% 5,493 $767K
First Citizens Bank & Trust Co. 0.02% Reduce -0.0% 5,482 $766K
Chesapeake Capital Corp. 0.69% Reduce -5.8% 5,417 $757K
Confluence Wealth Services, Inc. 0.06% Reduce -1.1% 5,380 $752K
Cary Street Partners Investment Advisory LLC 0.03% Reduce -40.4% 5,359 $749K
Retirement Guys Formula LLC 0.35% Add +11.1% 5,341 $746K
Lountzis Asset Management, LLC 0.31% No change 5,336 $745K
Charter Oak Capital Management, LLC 0.07% Reduce -2.5% 5,333 $745K
Circle Wealth Management, LLC 0.02% Reduce -12.2% 5,330 $745K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -93.4% 5,316 $743K
Kingswood Wealth Advisors, LLC 0.05% Add +80.0% 5,250 $734K
Kestra Private Wealth Services, LLC 0.01% Reduce -58.2% 5,231 $731K
Legacy Wealth Asset Management, LLC 0.20% Add +0.4% 5,221 $729K
Fifth Third Wealth Advisors LLC 0.04% Add +3.6% 5,214 $728K
Bragg Financial Advisors, Inc 0.03% Reduce -0.2% 5,210 $728K
Wealthspire Advisors, LLC 0.01% Add +7.5% 5,206 $727K
ClearAlpha Technologies LP 0.31% Reduce -9.3% 5,184 $724K
Welch Group, LLC 0.03% Add +3.7% 5,140 $718K
Bar Harbor Wealth Management 0.05% No change 5,120 $715K
Bard Financial Services, Inc. 0.08% New 5,105 $713K
Optimum Investment Advisors 0.31% No change 5,055 $706K
WASHINGTON TRUST Co 0.02% Add +0.8% 5,046 $705K
Hutner Capital Management Inc. 0.35% Add +0.6% 5,033 $703K
Montag A & Associates Inc. 0.03% No change 4,992 $697K
Axxcess Wealth Management, LLC 0.02% Add +0.5% 4,985 $696K
Joel Isaacson & Co., LLC 0.03% Add +2.1% 4,927 $688K
Garrison Point Advisors, LLC 0.42% No change 4,905 $685K
Shell Asset Management Co. 0.03% — 4,884 $682K
Azimuth Capital Investment Management LLC 0.03% Add +0.3% 4,880 $682K
Parallel Advisors, LLC 0.02% Reduce -6.5% 4,861 $679K
Ironwood Financial, llc 0.14% Reduce -2.1% 4,851 $678K
Taurus Asset Management, LLC 0.07% No change 4,805 $671K
Larson Financial Group LLC 0.04% Add +43.9% 4,782 $668K
Cypress Capital Group 0.07% Add +0.8% 4,774 $667K
Personal Cfo Solutions, LLC 0.09% Add +60.3% 4,766 $666K
Spire Wealth Management 0.02% Add +11.2% 4,742 $663K
Principal Securities, Inc. 0.02% Add +12.4% 4,728 $661K
MQS Management LLC 0.37% New 4,698 $656K
Private Trust Co. NA 0.07% Reduce -49.8% 4,697 $656K
ExodusPoint Capital Management, LP 0.01% New 4,662 $651K
Householder Group Estate & Retirement Specialist, LLC 0.19% No change 4,645 $648K
First Foundation Advisors 0.02% Reduce -16.0% 4,617 $645K
Alhambra Investment Management LLC 0.33% No change 4,589 $641K
Cannell & Spears LLC 0.01% Add +49.0% 4,560 $637K
Relyea Zuckerberg Hanson LLC 0.10% Reduce -19.9% 4,551 $636K
Davis R M Inc. 0.01% Reduce -1.1% 4,544 $635K
Congress Park Capital LLC 0.23% Reduce -0.1% 4,536 $634K
Exchange Traded Concepts, LLC 0.01% Reduce -33.2% 4,533 $633K
St. Johns Investment Management Company, LLC 0.30% Reduce -0.7% 4,530 $633K
Venture Visionary Partners LLC 0.03% Add +3.5% 4,524 $632K
SouthState Bank Corp 0.04% Reduce -0.5% 4,518 $631K
Argent Capital Management LLC 0.02% No change 4,500 $629K
Aristeia Capital, L.L.C. 0.04% Add +0.1% 4,495 $628K
Modera Wealth Management, LLC 0.01% No change 4,459 $623K
Cornerstone Advisors Asset Management, LLC 0.14% No change 4,450 $622K
Southland Equity Partners LLC 0.15% Add +129.9% 4,447 $621K
IHT Wealth Management, LLC 0.02% Add +35.5% 4,444 $620K
Marietta Investment Partners LLC 0.13% No change 4,423 $618K
Advisory Services Network, LLC 0.01% No change 4,662 $617K
Pure Financial Advisors, LLC 0.01% Add +25.8% 4,403 $615K
Financial Counselors Inc. 0.01% Reduce -5.2% 4,362 $609K
Stablepoint Partners, LLC 0.11% Add +4.0% 4,338 $606K
SJS Investment Consulting Inc. 0.11% No change 4,337 $606K
Checchi Capital Advisers, LLC 0.04% Reduce -0.3% 4,323 $604K
Boston Research & Management Inc. 0.14% No change 4,320 $604K
Caldwell Trust Co 0.06% No change 4,253 $594K
BOK Financial Private Wealth, Inc. 0.04% Add +178.9% 4,228 $591K
Palisades Hudson Asset Management, L.P. 0.24% No change 4,148 $580K
Abn Amro Investment Solutions 0.01% Reduce -9.2% 4,138 $578K
Dark Forest Capital Management LP 0.07% New 4,116 $575K
M&R Capital Management Inc. 0.13% Reduce -4.7% 4,105 $574K
Pinnacle Associates Ltd. 0.01% Add +73.5% 4,389 $573K
Northern Financial Advisors Inc 0.43% Reduce -16.2% 4,074 $569K
Sheaff Brock Investment Advisors, LLC 0.05% Add +0.2% 4,050 $566K
Benjamin Edwards Inc. 0.01% Add +86.6% 4,032 $564K
Balentine LLC 0.02% New 4,027 $563K
Forum Financial Management, LP 0.01% Add +0.1% 4,025 $562K
Qsemble Capital Management, LP 0.10% Reduce -56.1% 4,017 $561K
AlphaQuest LLC 0.05% Add +153.1% 4,016 $561K
Empire Financial Management Company, LLC 0.17% No change 4,009 $560K
Navellier & Associates Inc. 0.08% Add +0.5% 4,009 $560K
Delta Capital Management LLC 0.33% No change 4,000 $559K
Ceeto Capital Group, LLC 0.21% No change 4,000 $559K
Scott & Selber, Inc. 0.17% No change 4,000 $559K
IFP Advisors, Inc 0.02% Reduce -5.0% 3,971 $555K
Platform Technology Partners 0.17% No change 3,966 $554K
Kovack Advisors, Inc. 0.06% Reduce -5.7% 3,965 $554K
Rwa Wealth Partners, LLC 0.01% Reduce -0.2% 3,957 $553K
Kanawha Capital Management LLC 0.04% No change 3,911 $546K
Brown, Lisle/Cummings, Inc. 0.17% No change 3,900 $545K
First Western Trust Bank 0.02% No change 3,896 $544K
Wellington Management Group LLP 0.00% Reduce -94.2% 3,885 $543K
Occidental Asset Management, LLC 0.09% Add +2.5% 3,880 $542K
Paragon Financial Partners, Inc. 0.40% Add +0.1% 3,874 $541K
Dynamic Advisor Solutions LLC 0.02% Reduce -1.9% 3,867 $540K
Moneta Group Investment Advisors LLC 0.01% Add +14.3% 3,865 $540K
Daymark Wealth Partners, LLC 0.02% Reduce -2.4% 3,854 $538K
Great Lakes Advisors, LLC 0.00% Add +4.0% 3,853 $538K
Alaska Permanent Fund Corp 0.01% No change 3,851 $538K
Legacy Financial Advisors, Inc. 0.09% Add +10.8% 3,835 $536K
First National Bank of Omaha 0.03% No change 3,830 $535K
Sachetta, LLC 0.21% No change 3,810 $532K
BlueSpruce Investments, LP 0.01% No change 3,797 $530K
Balyasny Asset Management L.P. 0.00% New 3,797 $530K
McElhenny Sheffield Capital Management, LLC 0.17% Reduce -0.8% 3,787 $529K
Florida Trust Wealth Management Co 0.02% Add +17.0% 3,774 $527K
J.W. Cole Advisors, Inc. 0.02% Add +19.8% 3,772 $527K
Watchman Group, Inc. 0.14% No change 3,769 $527K
Money Concepts Capital Corp. 0.04% Reduce -1.0% 3,756 $525K
Argent Advisors, Inc. 0.20% No change 3,755 $525K
Rodgers Brothers Inc. 0.07% No change 3,727 $521K
Trust Co. of Toledo NA 0.07% No change 3,692 $516K
Simmons Bank 0.04% Add +6.8% 3,685 $515K
Morningstar Investment Services LLC 0.01% Reduce -6.7% 3,651 $511K
Wesbanco Bank Inc. 0.02% Reduce -12.8% 3,636 $508K
Chilton Investment Co. Inc. 0.01% No change 3,634 $508K
NewEdge Wealth, LLC 0.01% Add +31.0% 3,577 $500K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -7.7% 3,573 $499K
Ameritas Investment Partners, Inc. 0.02% Reduce -3.0% 3,566 $498K
AustralianSuper Pty Ltd 0.00% No change 3,564 $498K
Smithfield Trust Co 0.02% No change 3,547 $496K
Spinnaker Trust 0.03% No change 3,508 $490K
Wedmont Private Capital 0.03% Reduce -2.6% 3,571 $485K
Koshinski Asset Management, Inc. 0.04% Reduce -0.9% 3,460 $483K
City Holding Co. 0.07% Reduce -7.6% 3,456 $483K
Founders Financial Alliance, LLC 0.13% No change 3,444 $481K
Syon Capital LLC 0.04% Reduce -3.3% 3,439 $481K
GAMMA Investing LLC 0.05% Add +10.1% 3,433 $480K
Radnor Capital Management, LLC 0.07% New 3,429 $479K
NBT Bank, N.A. 0.03% Reduce -0.6% 3,422 $478K
Maven Securities LTD 0.05% Reduce -46.9% 3,413 $477K
Sapient Capital LLC 0.01% Reduce -0.1% 3,407 $476K
Douglass Winthrop Advisors, LLC 0.01% Reduce -1.1% 3,402 $475K
Naples Global Advisors, LLC 0.04% Add +0.9% 3,391 $474K
Blue Trust, Inc. 0.01% Add +23.1% 3,561 $472K
Lindbrook Capital, LLC 0.04% Reduce -4.9% 3,372 $471K
Woodmont Investment Counsel LLC 0.04% No change 3,338 $466K
Avior Wealth Management, LLC 0.02% Add +0.0% 3,333 $466K
Baker Tilly Wealth Management, LLC 0.21% Add +13.7% 3,328 $465K
Diversified Trust Co. 0.01% Add +2.4% 3,321 $464K
Jump Financial, LLC 0.01% Add +51.2% 3,269 $457K
American Money Management, LLC 0.09% No change 3,253 $454K
Forbes J M & Co. LLP 0.04% Reduce -4.3% 3,235 $452K
Trust Asset Management LLC 0.04% No change 3,231 $451K
FIL Ltd 0.00% Add +355.7% 3,231 $451K
Augustine Asset Management Inc. 0.16% Reduce -6.7% 3,218 $450K
FSM Wealth Advisors, LLC 0.12% Add +1.7% 3,203 $448K
United Bank 0.05% No change 3,200 $447K
Whalerock Point Partners, LLC 0.11% No change 3,194 $446K
Wealthcare Advisory Partners LLC 0.01% Reduce -6.5% 3,187 $445K
Frank, Rimerman Advisors LLC 0.03% Reduce -9.8% 3,181 $444K
Courier Capital LLC 0.03% Reduce -1.3% 3,167 $442K
Emprise Bank 0.25% No change 3,164 $442K
Thompson Siegel & Walmsley LLC 0.01% Add +9.1% 3,167 $442K
Investment Partners, LTD. 0.18% Add +0.0% 3,159 $441K
Blackston Financial Advisory Group, LLC 0.23% New 3,155 $441K
Pettee Investors, Inc. 0.21% No change 3,145 $439K
Trust Co of Kansas 0.21% No change 3,122 $436K
Hohimer Wealth Management, LLC 0.09% No change 3,120 $436K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.0% 3,115 $435K
Royal Fund Management, LLC 0.03% Add +97.3% 3,084 $431K
MSH Capital Advisors LLC 0.13% No change 3,080 $430K
Carmichael Hill & Associates, Inc. 0.16% Reduce -14.9% 3,078 $430K
Empower Advisory Group, LLC 0.00% Add +10.8% 3,071 $429K
Kavar Capital Partners Group, LLC 0.07% No change 3,070 $429K
GHP Investment Advisors, Inc. 0.02% Add +4.2% 3,048 $426K
SPC Financial, Inc. 0.04% Add +0.5% 3,029 $423K
Independent Financial Group, LLC 0.02% Add +22.1% 3,024 $423K
Nicolet Bankshares Inc. 0.09% Reduce -0.7% 3,023 $422K
Richwood Investment Advisors, LLC 0.35% No change 3,022 $422K
Burke & Herbert Bank & Trust Co. 0.10% Reduce -0.5% 3,021 $422K
St Germain D J Co. Inc. 0.02% No change 3,020 $422K
Centiva Capital, LP 0.02% New 3,017 $422K
Old National Bancorp 0.01% Reduce -11.5% 2,995 $418K
Chesley Taft & Associates LLC 0.02% No change 2,994 $418K
Heritage Wealth Management, Inc. 0.14% Reduce -15.3% 2,990 $418K
Aureus Asset Management, LLC 0.03% Add +78.0% 2,966 $414K
Wolverine Asset Management LLC 0.04% Add +3.6% 2,936 $410K
Institute for Wealth Management, LLC. 0.05% Reduce -4.2% 2,934 $410K
Colonial Trust Co / SC 0.06% Add +1.0% 2,908 $406K
Elk River Wealth Management LLC 0.07% No change 2,880 $402K
Carl P. Sherr & Co., LLC 0.21% No change 2,877 $402K
Cigna Investments Inc. 0.07% Reduce -1.3% 2,877 $402K
IMS Capital Management 0.18% No change 2,874 $402K
Lake Street Advisors Group, LLC 0.02% Reduce -4.3% 2,862 $400K
L.M. Kohn & Company 0.10% Add +3.7% 2,854 $399K
Argent Financial Group, Inc. 0.05% — 2,850 $398K
Round Rock Advisors LLC 0.09% No change 2,842 $397K
Schechter Investment Advisors, LLC 0.03% Reduce -3.2% 2,835 $396K
Great Valley Advisor Group, Inc. 0.01% Reduce -3.8% 2,820 $394K
Advisory Alpha, LLC 0.01% Add +0.9% 2,815 $394K
Ashton Thomas Securities, LLC 0.08% Add +13.5% 2,800 $391K
Triangle Securities Wealth Management 0.10% No change 2,798 $391K
WealthShield Partners, LLC 0.05% No change 2,785 $389K
Spectrum Strategic Capital Management, LLC 0.26% Reduce -1.8% 2,777 $388K
World Investment Advisors 0.01% Reduce -85.3% 2,775 $388K
Mutual Advisors, LLC 0.01% Reduce -7.5% 2,909 $387K
Hennion & Walsh Asset Management, Inc. 0.02% No change 2,750 $385K
Hills Bank & Trust Co 0.03% Reduce -1.1% 2,747 $384K
Willner & Heller, LLC 0.34% Add +4.8% 2,744 $383K
Pinnacle Wealth Planning Services, Inc. 0.05% Reduce -0.3% 2,739 $383K
First Horizon Advisors, Inc. 0.01% Add +0.1% 2,721 $380K
Cherry Creek Investment Advisors, Inc. 0.20% Add +0.5% 2,714 $379K
Nicolet Advisory Services, LLC 0.04% Add +32.7% 2,759 $379K
Howard Financial Services, LTD. 0.05% Reduce -0.0% 2,700 $377K
Flputnam Investment Management Co. 0.01% Add +10.3% 2,682 $375K
Jacobi Capital Management LLC 0.03% Add +0.2% 2,680 $374K
Harbour Investments, Inc. 0.01% Add +42.0% 2,653 $371K
Evergreen Capital Management LLC 0.01% Reduce -3.6% 2,645 $370K
Parkside Financial Bank & Trust 0.05% Reduce -0.3% 2,641 $369K
Kintegral Advisory, LLC 0.03% Reduce -1.3% 2,640 $369K
Everpar Advisors LLC 0.19% Reduce -14.3% 2,637 $368K
Family Firm, Inc. 0.08% Add +0.1% 2,632 $368K
First County Bank 0.18% Reduce -16.6% 2,629 $367K
Brown Brothers Harriman & Co. 0.00% Reduce -2.4% 2,622 $366K
Gables Capital Management Inc. 0.18% No change 2,618 $366K
HBK Sorce Advisory LLC 0.01% Reduce -4.0% 2,595 $363K
SRH Advisors, LLC 0.11% No change 2,590 $362K
Caprock Group, LLC 0.01% Reduce -21.9% 2,581 $361K
D. E. Shaw & Co. 0.00% Reduce -87.5% 2,578 $360K
West Coast Financial LLC 0.04% No change 2,564 $358K
Kathmere Capital Management, LLC 0.03% Reduce -3.4% 2,551 $356K
Aptus Capital Advisors, LLC 0.01% Add +38.6% 2,544 $355K
Arkadios Wealth Advisors 0.02% Reduce -21.2% 2,534 $354K
Sherbrooke Park Advisers LLC 0.08% New 2,533 $354K
Iron Gate Global Advisors LLC 0.05% No change 2,531 $354K
Paragon Capital Management Ltd 0.07% No change 2,509 $351K
Weaver Consulting Group 0.11% No change 2,508 $350K
New Covenant Trust Company, N.A. 0.34% No change 2,494 $349K
Headinvest, LLC 0.06% Reduce -5.3% 2,496 $349K
Summit Global Investments 0.02% No change 2,462 $344K
Independence Bank of Kentucky 0.07% Add +40.2% 2,461 $344K
Oxler Private Wealth LLC 0.12% Add +0.5% 2,454 $343K
Elevation Point Wealth Partners, LLC 0.03% Reduce -7.6% 2,445 $342K
Silvia McColl Wealth Management, LLC 0.26% Reduce -24.7% 2,440 $341K
Fourpath Capital Management, LLC 0.06% New 2,440 $341K
Jaffetilchin Investment Partners, LLC 0.03% Add +0.4% 2,436 $340K
Portside Wealth Group, LLC 0.06% Add +19.4% 2,424 $339K
Fiduciary Alliance LLC 0.04% No change 2,406 $336K
S.A. Mason LLC 0.18% No change 2,400 $335K
Sierra Summit Advisors LLC 0.08% No change 2,400 $335K
AlTi Global, Inc. 0.01% Reduce -12.4% 2,393 $334K
Conning Inc. 0.01% No change 2,390 $334K
Marcum Wealth, LLC 0.03% Reduce -3.8% 2,383 $333K
Verition Fund Management LLC 0.00% Reduce -94.3% 2,379 $332K
Hilltop National Bank 0.10% No change 2,361 $330K
Ledyard National Bank 0.03% Add +26.4% 2,358 $329K
Schrum Private Wealth Management LLC 0.17% New 2,340 $327K
44 Wealth Management LLC 0.11% — 2,430 $326K
Pine Valley Investments Ltd Liability Co 0.02% No change 2,331 $326K
Trust Co. of Vermont 0.02% Add +9.4% 2,327 $325K
Windward Capital Management Co. 0.02% Reduce -0.6% 2,326 $325K
Gradient Capital Advisors, LLC 0.11% No change 2,325 $325K
Farther Finance Advisors, LLC 0.01% Add +17.9% 2,323 $325K
Signature Estate & Investment Advisors LLC 0.01% Add +2.9% 2,315 $323K
LVM Capital Management Ltd. 0.04% No change 2,442 $323K
Financial Management Network Inc. 0.07% No change 2,357 $322K
Marco Investment Management LLC 0.03% No change 2,300 $321K
Destination Wealth Management 0.01% No change 2,279 $318K
Cozad Asset Management Inc. 0.03% Add +0.3% 2,276 $318K
Black Diamond Financial, LLC 0.05% No change 2,275 $318K
SeaCrest Wealth Management, LLC 0.03% Reduce -1.2% 2,272 $317K
Plancorp, LLC 0.01% Add +1.2% 2,254 $315K
Beaton Management Co. Inc. 0.16% No change 2,219 $310K
WealthBridge Capital Management, LLC 0.09% Add +6.9% 2,218 $310K
RFG Advisory, LLC 0.01% Reduce -6.3% 2,214 $309K
OneAscent Wealth Management LLC 0.12% New 2,215 $309K
Crestwood Advisors Group, LLC 0.01% Add +7.6% 2,199 $307K
Elevate Wealth Advisory, Inc. 0.23% No change 2,192 $306K
First Financial Bank - Trust Division 0.03% Add +0.7% 2,191 $306K
True North Advisors, LLC 0.08% No change 2,185 $305K
JGP Wealth Management, LLC 0.04% Add +0.1% 2,183 $305K
Peachtree Investment Partners, LLC 0.11% Reduce -9.5% 2,169 $303K
Summit Trail Advisors, LLC 0.01% Reduce -4.1% 2,164 $302K
Elyxium Wealth, LLC 0.17% — 2,163 $302K
MBB Public Markets I LLC 0.03% Reduce -89.4% 2,160 $302K
Cornerstone Wealth Group, LLC 0.02% Reduce -3.5% 2,151 $301K
Northcape Wealth Management, LLC 0.10% No change 2,143 $299K
Fort Point Capital Partners LLC 0.04% Reduce -1.3% 2,138 $299K
Scissortail Wealth Management, LLC 0.07% Reduce -99.7% 6 $298K
KPP Advisory Services LLC 0.07% No change 2,135 $298K
Lowe Brockenbrough & Co. Inc. 0.02% No change 2,133 $298K
Pathway Financial Advisers, LLC 0.13% Reduce -0.1% 2,127 $297K
WealthTrust Axiom LLC 0.09% Add +2.2% 2,125 $297K
Principle Wealth Partners LLC 0.02% No change 2,120 $296K
US Asset Management LLC 0.26% No change 2,179 $295K
Sfm, LLC 0.22% Reduce -1.9% 2,108 $295K
Waldron Private Wealth LLC 0.01% Reduce -11.9% 2,097 $293K
Ritholtz Wealth Management 0.01% Reduce -53.5% 2,090 $292K
Mission Creek Capital Partners, Inc. 0.07% Reduce -16.6% 2,088 $292K
Gladstone Institutional Advisory LLC 0.01% Add +3.2% 2,083 $291K
Summit Financial, LLC 0.01% Add +3.2% 2,080 $291K
Waddell & Associates, LLC 0.04% No change 2,075 $290K
GM Advisory Group, LLC 0.02% Add +0.5% 2,074 $290K
Palumbo Wealth Management LLC 0.11% Add +0.4% 2,066 $289K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% No change 2,066 $289K
GeoWealth Management, LLC 0.01% Reduce -20.8% 2,065 $289K
Duncan Williams Asset Management, LLC 0.16% Reduce -1.9% 2,059 $288K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -12.0% 2,057 $287K
Sandy Cove Advisors, LLC 0.12% Reduce -2.2% 2,054 $287K
Group One Trading LLC 0.01% Add +242.2% 2,050 $286K
Cardiff Park Advisors, LLC 0.03% No change 2,043 $285K
Sandy Spring Bank 0.01% Reduce -0.8% 2,043 $285K
Carson Advisory Inc. 0.18% Reduce -1.0% 2,035 $284K
Arrowroot Family Office, LLC 0.16% Add +2.8% 2,020 $282K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 2,119 $282K
Hunter Associates Investment Management LLC 0.04% No change 2,012 $282K
SOA Wealth Advisors, LLC. 0.05% Reduce -1.4% 2,017 $282K
Hendershot Investments Inc. 0.04% No change 2,012 $281K
Cullen Investment Group, LTD. 0.04% Reduce -10.2% 1,998 $279K
Verdence Capital Advisors LLC 0.02% Reduce -0.6% 1,997 $279K
Hancock Whitney Corp. 0.01% Reduce -5.0% 1,993 $278K
Hutchinson Capital Management 0.05% No change 1,974 $276K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -39.6% 1,979 $276K
Sound Income Strategies, LLC 0.02% Reduce -0.4% 1,972 $275K
Pointe Capital Management LLC 0.16% No change 1,962 $274K
Blue Zone Wealth Advisors, LLC 0.09% No change 1,956 $273K
Buttonwood Financial Advisors Inc. 0.12% No change 1,955 $273K
Oxbow Advisors, LLC 0.03% No change 1,954 $273K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 1,951 $273K
Edgemoor Investment Advisors, Inc. 0.02% No change 1,941 $271K
TD Private Client Wealth LLC 0.01% Reduce -1.1% 1,938 $271K
Deseret Mutual Benefit Administrators 0.14% Reduce -5.5% 1,936 $270K
Net Worth Advisory Group 0.08% — 1,929 $269K
Benedict Financial Advisors Inc. 0.06% Reduce -0.4% 1,908 $267K
Sweet Financial Partners, LLC 0.06% No change 1,900 $265K
Harbor Investment Advisory, LLC 0.03% Reduce -0.9% 1,895 $265K
Quent Capital, LLC 0.03% Reduce -1.6% 1,890 $264K
Teacher Retirement System of Texas 0.00% Reduce -65.5% 1,885 $263K
Ascent Group, LLC 0.02% Reduce -14.0% 1,879 $263K
Curi Capital, LLC 0.01% New 1,877 $262K
Carnegie Investment Counsel 0.01% Reduce -5.1% 1,870 $261K
Belmont Capital, LLC 0.04% No change 1,863 $260K
Mather Group, Llc. 0.00% Reduce -7.4% 1,861 $260K
Dover Advisors, LLC 0.15% Reduce -9.7% 1,860 $260K
Notis-McConarty Edward 0.12% Reduce -49.3% 1,850 $258K
CPC Advisors, LLC 0.04% Reduce -4.9% 1,848 $258K
Private Capital Management LLC 0.05% Add +8.1% 1,846 $258K
Hartford Financial Management Inc. 0.05% No change 1,833 $256K
Country Club Bank 0.02% No change 1,828 $256K
Hilltop Holdings Inc. 0.02% Add +15.9% 1,821 $254K
Integrated Advisors Network LLC 0.01% New 1,818 $254K
Cedrus LLC 0.09% Add +0.5% 1,812 $253K
Center for Financial Planning, Inc. 0.03% Add +2715.6% 1,802 $252K
Centennial Bank 0.12% Reduce -7.5% 1,800 $251K
Washington Trust Bank 0.02% Reduce -10.0% 1,800 $251K
Atlanta Consulting Group Advisors, LLC 0.06% New 1,790 $250K
Addison Advisors LLC 0.07% Add +0.2% 1,785 $249K
Brookstone Capital Management 0.00% Reduce -6.0% 1,785 $249K
Equitable Holdings, Inc. 0.00% Add +5.5% 1,782 $249K
Camden National Bank 0.04% No change 1,781 $249K
Patton Albertson Miller Group, LLC 0.03% No change 1,781 $249K
PDS Planning, Inc 0.02% Reduce -12.8% 1,780 $249K
AlphaStar Capital Management, LLC 0.02% New 1,780 $249K
Eagle Global Advisors LLC 0.01% No change 1,780 $249K
Norden Group LLC 0.03% Add +7.0% 1,779 $249K
Fort, L.P. 0.63% Reduce -3.0% 1,778 $248K
One Capital Management, LLC 0.01% No change 1,778 $248K
Blue Fin Capital, Inc. 0.05% Reduce -0.5% 1,768 $247K
Vaughan David Investments LLC 0.01% No change 1,768 $247K
CX Institutional 0.01% Add +3.0% 1,768 $247K
Bailard, Inc. 0.01% Add +0.5% 1,766 $247K
Obsidian Personal Planning Solutions LLC 0.13% No change 1,881 $247K
Cornerstone Wealth Management, LLC 0.02% Add +0.2% 1,765 $247K
Strategic Blueprint, LLC 0.02% Add +1.6% 1,761 $246K
Frisch Financial Group, Inc. 0.07% Add +0.5% 1,761 $246K
Alera Investment Advisors, LLC 0.03% Reduce -6.5% 1,746 $244K
Sigma Planning Corp 0.01% Reduce -14.3% 1,744 $244K
Keystone Financial Group 0.03% Reduce -1.4% 1,742 $243K
CW Advisors, LLC 0.00% New 1,738 $243K
Grove Bank & Trust 0.04% Reduce -27.3% 1,726 $241K
Tyler-Stone Wealth Management 0.05% Add +102.8% 1,724 $241K
Clarius Group, LLC 0.02% Reduce -6.8% 1,725 $241K
Texas Yale Capital Corp. 0.01% Add +1.8% 1,724 $241K
Abacus Planning Group, Inc. 0.04% Reduce -23.7% 1,720 $240K
Vise Technologies, Inc. 0.03% New 1,720 $240K
Pacific Global Investment Management Co. 0.04% Add +0.1% 1,714 $239K
ETF Store, Inc. 0.25% Add +0.5% 1,707 $238K
Crewe Advisors LLC 0.03% Add +0.2% 1,705 $238K
Howard Capital Management, LLC 0.00% New 1,703 $238K
Dechtman Wealth Management, LLC 0.05% Add +0.1% 1,703 $238K
Venturi Wealth Management, LLC 0.01% Reduce -0.9% 1,694 $237K
Great Diamond Partners, LLC 0.06% Reduce -34.4% 1,694 $237K
Level Four Advisory Services, LLC 0.01% Reduce -2.6% 1,798 $236K
Guyasuta Investment Advisors Inc. 0.01% No change 1,680 $235K
Geller Advisors LLC 0.02% Reduce -17.1% 1,672 $234K
Trustco Bank Corp. N Y 0.23% No change 1,669 $233K
FineMark National Bank & Trust 0.01% Reduce -26.9% 1,662 $232K
CFS Investment Advisory Services, LLC 0.02% Reduce -4.3% 1,645 $230K
Cascade Financial Partners, LLC 0.03% No change 1,713 $228K
Marex Group Ltd 0.01% New 1,630 $228K
Chicago Partners Investment Group LLC 0.01% Add +0.2% 1,696 $227K
Trust Point Inc. 0.02% New 1,625 $227K
Clifford Swan Investment Counsel LLC 0.01% Reduce -1.5% 1,619 $226K
Cumberland Partners Ltd 0.02% Reduce -0.6% 1,610 $225K
GW Henssler & Associates Ltd. 0.01% No change 1,604 $224K
Ingalls & Snyder LLC 0.01% No change 1,600 $224K
Westwood Holdings Group Inc. 0.00% No change 1,600 $224K
Paces Ferry Wealth Advisors, LLC 0.13% Reduce -0.4% 1,599 $223K
Spinnaker Investment Group, LLC 0.05% Reduce -0.9% 1,597 $223K
Fidelis Capital Partners, LLC 0.03% Add +4.5% 1,660 $222K
Carret Asset Management, LLC 0.02% No change 1,584 $221K
Fiduciary Group, LLC 0.02% No change 1,584 $221K
Westbourne Investment Advisors, Inc. 0.08% No change 1,585 $221K
WMS Partners, LLC 0.01% Reduce -20.3% 1,580 $221K
Beaumont Financial Advisors, LLC 0.02% Reduce -0.1% 1,579 $221K
Penobscot Investment Management Company, Inc. 0.02% No change 1,575 $220K
Lion Street Advisors, LLC 0.08% Reduce -1.2% 1,571 $220K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.05% No change 1,569 $219K
Avestar Capital, LLC 0.02% Reduce -21.8% 1,567 $219K
Castle Rock Wealth Management, LLC 0.05% New 1,606 $219K
Robinson Smith Wealth Advisors LLC 0.19% Reduce -0.1% 1,558 $218K
Commerzbank Aktiengesellschaft 0.01% New 1,550 $217K
Leisure Capital Management 0.09% Add +0.4% 1,540 $215K
Csenge Advisory Group 0.01% New 1,598 $214K
AA Financial Advisors, LLC 0.06% No change 1,532 $214K
Range Financial Group LLC 0.29% New 1,518 $212K
Schnieders Capital Management LLC 0.04% No change 1,516 $212K
Pinnacle West Asset Management, Inc. 0.15% New 1,500 $210K
Alta Capital Management LLC/ 0.01% New 1,502 $210K
StoneCrest Wealth Management, Inc. 0.15% Reduce -29.4% 1,500 $210K
Tompkins Financial Corp. 0.02% No change 1,500 $210K
Bahl & Gaynor LLC 0.00% New 1,500 $210K
Quadrant Capital Group LLC 0.01% Reduce -11.8% 1,493 $209K
JB Capital LLC 0.01% New 1,489 $208K
Tortoise Investment Management, LLC 0.02% Add +0.1% 1,487 $208K
Novak & Powell Financial Services, Inc. 0.12% Reduce -11.7% 1,481 $207K
Gateway Investment Advisers LLC 0.00% Reduce -3.1% 1,481 $207K
Shepherd Financial Partners LLC 0.02% New 1,473 $206K
Spirepoint Private Client, LLC 0.03% New 1,471 $206K
Haverford Trust Co 0.00% New 1,471 $206K
Belpointe Asset Management LLC 0.01% Reduce -4.9% 1,466 $205K
SignalPoint Asset Management, LLC 0.05% New 1,458 $204K
Keynote Financial Services LLC 0.16% New 1,460 $204K
Aviance Capital Partners, LLC 0.03% New 1,460 $204K
Intrua Financial, LLC 0.03% Reduce -12.2% 1,456 $203K
HUB Investment Partners, LLC 0.01% New 1,454 $203K
Rockline Wealth Management, LLC 0.06% New 1,452 $203K
Bogart Wealth, LLC 0.01% Add +0.1% 1,451 $203K
Gill Capital Partners, LLC 0.07% New 1,444 $202K
Patten & Patten Inc. 0.01% Reduce -9.7% 1,438 $201K
ARS Wealth Advisors Group, LLC 0.02% New 1,434 $200K
GSG Advisors LLC 0.07% New 1,438 $200K
CoreCap Advisors, LLC 0.01% New 1,418 $198K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.1% 1,417 $198K
Compass Wealth Management LLC 0.05% No change 1,408 $197K
Laurel Wealth Advisors LLC 0.03% Reduce -16.2% 1,400 $196K
Glen Eagle Advisors, LLC 0.03% No change 1,394 $195K
Webster Bank, N. A. 0.02% Add +11.5% 1,371 $192K
Plante Moran Financial Advisors, LLC 0.02% No change 1,363 $190K
Field & Main Bank 0.07% No change 1,360 $190K
Smartleaf Asset Management LLC 0.02% Add +60.7% 1,334 $187K
Anchor Investment Management, LLC 0.02% Add +7.4% 1,329 $186K
Cranbrook Wealth Management, LLC 0.04% Add +2.0% 1,287 $180K
Global Retirement Partners, LLC 0.01% Add +3.9% 1,285 $180K
Capital Analysts, LLC 0.01% Add +7.9% 1,233 $172K
HM Payson & Co. 0.00% Add +0.6% 1,225 $171K
Cetera Trust Company, N.A 0.10% No change 1,206 $168K
Federated Hermes, Inc. 0.00% Reduce -97.5% 1,204 $168K
Eagle Bay Advisors LLC 0.06% Reduce -27.9% 1,196 $167K
Indiana Trust & Investment Management Co 0.06% No change 1,190 $166K
Rothschild Investment LLC 0.01% Reduce -3.6% 1,184 $165K
JFS Wealth Advisors, LLC 0.01% Reduce -0.3% 1,181 $165K
Geneos Wealth Management Inc. 0.01% Add +6.8% 1,143 $160K
Valley National Advisers Inc. 0.03% Reduce -58.8% 1,095 $152K
Hexagon Capital Partners LLC 0.03% Add +0.7% 1,084 $151K
Aster Capital Management (DIFC) Ltd 0.03% — 1,083 $151K
Citizens National Bank Trust Department 0.03% No change 1,080 $151K
Monetary Management Group Inc. 0.04% Add +7.0% 1,070 $149K
Solstein Capital, LLC 0.08% No change 1,069 $149K
International Assets Investment Management, LLC 0.01% Add +2.0% 1,061 $148K
First United Bank & Trust 0.05% No change 1,057 $148K
Lanark Financial, Inc. 0.01% Reduce -19.4% 1,042 $145K
Capstone Investment Advisors, LLC 0.01% Reduce -78.3% 1,037 $145K
Icon Wealth Advisors, LLC 0.01% Add +0.8% 1,020 $142K
Concord Wealth Partners 0.02% No change 1,000 $140K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 841 $139K
Arlington Trust Co LLC 0.03% Reduce -4.1% 990 $138K
LFA - Lugano Financial Advisors SA 0.09% No change 970 $136K
EverSource Wealth Advisors, LLC 0.01% Add +5.6% 931 $130K
AdvisorShares Investments LLC 0.02% Reduce -8.1% 906 $127K
Oarsman Capital, Inc. 0.02% New 899 $126K
Sittner & Nelson, LLC 0.06% Add +0.3% 897 $125K
Washington Trust Advisors, Inc. 0.01% No change 884 $124K
Toth Financial Advisory Corp. 0.01% No change 880 $123K
GPS Wealth Strategies Group, LLC 0.02% No change 869 $121K
Annis Gardner Whiting Capital Advisors, LLC 0.03% No change 865 $121K
LRI Investments, LLC 0.01% No change 877 $120K
Brooklyn Investment Group 0.04% New 838 $117K
Capital Advisors, Ltd. LLC 0.01% Reduce -12.3% 820 $115K
Tobam 0.02% No change 819 $114K
Alta Advisers Ltd 0.05% No change 800 $112K
Adirondack Trust Co. 0.04% No change 780 $109K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 772 $108K
Covestor Ltd 0.07% Add +18.1% 769 $107K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Add +408.2% 747 $104K
Tradewinds Capital Management, LLC 0.03% Add +0.4% 735 $103K
Rosenberg Matthew Hamilton 0.03% No change 726 $101K
FinTrust Capital Advisors, LLC 0.02% Add +3.6% 717 $100K
Advantage Trust Co 0.07% No change 715 $100K
Cromwell Holdings LLC 0.06% Reduce -16.6% 707 $99K
Red Tortoise LLC 0.05% No change 683 $95K
Clean Yield Group 0.03% No change 680 $95K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -15.3% 680 $95K
Delta Asset Management LLC 0.01% No change 670 $94K
ORG Partners LLC 0.01% Reduce -2.4% 657 $92K
Beacon Capital Management, LLC 0.01% No change 650 $91K
Oakworth Capital, Inc. 0.01% Reduce -3.7% 647 $90K
Cape Investment Advisory, Inc. 0.04% Reduce -6.6% 627 $88K
Hantz Financial Services, Inc. 0.00% No change 626 $87K
Boyd Watterson Asset Management LLC 0.02% No change 610 $85K
Alpine Bank Wealth Management 0.01% — 600 $84K
Paladin Advisory Group, LLC 0.06% Reduce -38.7% 591 $83K
CoreFirst Bank & Trust 0.05% New 580 $81K
Bank of New Hampshire 0.02% No change 580 $81K
Stephens Consulting, LLC 0.02% Reduce -2.6% 572 $80K
Carolinas Wealth Consulting LLC 0.01% Add +0.2% 567 $79K
Central Pacific Bank - Trust Division 0.01% Reduce -90.8% 564 $79K
Main Street Group, LTD 0.03% Reduce -0.2% 525 $73K
Baldwin Wealth Partners LLC 0.01% New 521 $73K
Northwest Bank & Trust Co 0.05% No change 504 $70K
Hanson & Doremus Investment Management 0.01% No change 499 $70K
Vestor Capital, LLC 0.01% No change 500 $70K
Wintrust Investments LLC 0.05% Reduce -81.2% 486 $68K
Pflug Koory, LLC 0.00% — 480 $67K
Rise Advisors, LLC 0.03% Add +0.4% 478 $67K
TD Capital Management LLC 0.01% Add +0.2% 473 $66K
Missouri Trust & Investment Co 0.02% No change 460 $64K
Castleview Partners, LLC 0.04% Add +0.7% 459 $64K
Albion Financial Group 0.00% No change 454 $63K
Clearstead Trust, LLC 0.01% No change 450 $63K
Bruce G. Allen Investments, LLC 0.05% Add +44.6% 441 $62K
MV Capital Management, Inc. 0.01% Reduce -1.8% 433 $60K
Founders Capital Management 0.04% No change 430 $60K
Hazlett, Burt & Watson, Inc. 0.03% No change 429 $60K
Hemington Wealth Management 0.02% New 465 $60K
Voisard Asset Management Group, Inc. 0.02% Add +1.7% 420 $59K
Versant Capital Management, Inc 0.01% Add +44.9% 413 $58K
Core Alternative Capital 0.01% No change 406 $57K
WR Wealth Planners, LLC 0.02% Add +0.8% 402 $56K
Pittenger & Anderson Inc. 0.00% No change 400 $56K
CVA Family Office, LLC 0.01% Reduce -4.5% 399 $56K
Ancora Advisors LLC 0.00% Add +1.1% 384 $54K
Nemes Rush Group LLC 0.01% No change 378 $52K
Hoertkorn Richard Charles 0.02% No change 372 $52K
Creekmur Asset Management LLC 0.01% Add +3.6% 371 $52K
Old Second National Bank of Aurora 0.01% No change 360 $50K
Leonteq Securities AG 0.01% New 344 $48K
Coston, McIsaac & Partners 0.01% No change 345 $48K
1620 Investment Advisors, Inc. 0.03% No change 330 $46K
Sentry Investment Management LLC 0.02% No change 331 $46K
Motco 0.00% No change 320 $45K
Strategic Investment Solutions, Inc. 0.01% Add +5.1% 311 $43K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +79.9% 304 $42K
Morse Asset Management, Inc 0.01% New 300 $42K
Horizons Wealth Management 0.03% No change 299 $42K
Armstrong Advisory Group, Inc. 0.00% Add +4.2% 297 $41K
Logan Capital Management Inc. 0.00% No change 295 $41K
Iron Horse Wealth Management, LLC 0.01% Add +0.7% 289 $40K
Coppell Advisory Solutions LLC 0.01% Add +88.5% 279 $39K
Horizon Bancorp Inc. 0.02% Reduce -3.8% 277 $39K
Kimelman & Baird, LLC 0.00% No change 276 $39K
Caitlin John, LLC 0.02% Add +0.7% 283 $38K
TCTC Holdings, LLC 0.00% No change 270 $38K
New England Capital Financial Advisors LLC 0.02% Add +0.4% 267 $37K
JNBA Financial Advisors 0.00% No change 260 $36K
Beaird Harris Wealth Management, LLC 0.00% Reduce -0.4% 253 $35K
Game Plan Financial Advisors, LLC 0.02% No change 250 $35K
Providence Capital Advisors, LLC 0.01% No change 250 $35K
Planning Capital Management Corp 0.02% Add +23.5% 247 $34K
Nvwm, LLC 0.01% Reduce -0.8% 244 $34K
Kepos Capital LP 0.01% Reduce -4.0% 242 $34K
Arax Advisory Partners 0.00% Add +1080.0% 236 $33K
HighMark Wealth Management LLC 0.02% No change 235 $33K
Quarry LP 0.01% Reduce -84.7% 232 $32K
Plato Investment Management Ltd 0.00% No change 227 $32K
Raleigh Capital Management Inc. 0.01% Reduce -11.4% 226 $32K
DiNuzzo Private Wealth, Inc. 0.00% Add +957.1% 222 $31K
Kozak & Associates, Inc. 0.01% Add +0.4% 230 $31K
United Community Bank 0.01% No change 213 $30K
Fortitude Family Office, LLC 0.01% No change 209 $29K
Sunbelt Securities, Inc. 0.00% Add +0.5% 207 $29K
Safe Harbor Fiduciary, LLC 0.03% — 207 $29K
Wiser Advisor Group LLC 0.04% Reduce -27.7% 201 $28K
Naples Money Management LLC 0.02% No change 200 $28K
DecisionPoint Financial, LLC 0.01% No change 200 $28K
Bfsg, LLC 0.00% No change 200 $28K
Knights of Columbus Asset Advisors LLC 0.00% No change 200 $28K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 194 $27K
Louisbourg Investments Inc. 0.01% No change 194 $27K
Ruedi Wealth Management, Inc. 0.01% Reduce -1.1% 188 $26K
Meeder Asset Management Inc. 0.00% Reduce -31.5% 185 $26K
Concourse Financial Group Securities, Inc. 0.00% Reduce -8.4% 185 $26K
Oliver Lagore Vanvalin Investment Group 0.01% Add +169.1% 183 $26K
Olistico Wealth, LLC 0.02% No change 180 $25K
IAG Wealth Partners, LLC 0.00% No change 178 $25K
Uncommon Cents Investing LLC 0.01% New 174 $24K
Bank & Trust Co 0.02% No change 166 $23K
DT Investment Partners, LLC 0.00% Add +307.5% 163 $23K
MCF Advisors LLC 0.00% No change 163 $23K
Northwest Financial Advisors 0.02% New 161 $22K
West Paces Advisors Inc. 0.01% No change 160 $22K
Altshuler Shaham Ltd 0.00% Add +7.4% 159 $22K
Fairfield Financial Advisors, LTD 0.01% No change 155 $22K
First Financial Corp. 0.01% No change 155 $22K
Dagco, Inc. 0.01% No change 155 $22K
Bell Investment Advisors, Inc 0.00% Reduce -2.6% 151 $21K
Walleye Capital LLC 0.00% Reduce -98.0% 150 $21K
Barrett & Company, Inc. 0.01% No change 150 $21K
Optiver Holding B.V. 0.00% New 149 $21K
Abound Wealth Management 0.01% Reduce -6.4% 146 $20K
DSM Capital Partners LLC 0.00% No change 143 $20K
Pacific Center for Financial Services 0.01% No change 140 $20K
Mfa Wealth Advisors, LLC 0.00% No change 140 $20K
Continuum Advisory, LLC 0.00% Add +20.0% 138 $19K
Legend Financial Advisors, Inc. 0.01% No change 131 $18K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 130 $18K
Aspect Partners, LLC 0.01% No change 130 $18K
Creative Financial Designs Inc. 0.00% No change 128 $18K
Riverview Trust Co 0.02% Add +10.7% 124 $17K
Prestige Wealth Management Group LLC 0.00% No change 119 $17K
Heritage Wealth Advisors 0.00% Add +3.5% 117 $16K
GW&K Investment Management, LLC 0.00% Reduce -20.0% 116 $16K
Stone House Investment Management, LLC 0.00% No change 110 $15K
Clear Point Advisors Inc. 0.01% No change 110 $15K
True Wealth Design, LLC 0.01% Add +1.9% 109 $15K
Earned Wealth Advisors, LLC 0.00% New 108 $15K
Tsfg, LLC 0.00% No change 111 $15K
Frazier Financial Advisors, LLC 0.01% Add +4.9% 107 $15K
Zions Bancorporation, N.A. 0.00% Reduce -33.3% 104 $15K
Hollencrest Capital Management 0.00% No change 103 $14K
Winch Advisory Services, LLC 0.00% Add +1.0% 103 $14K
Financial Avengers, Inc. 0.01% No change 102 $14K
First PREMIER Bank 0.00% No change 100 $14K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 97 $14K
Keener Financial Planning LLC 0.01% No change 100 $13K
Johnson Financial Group, Inc. 0.00% Add +3.4% 92 $13K
FSA Wealth Management LLC 0.01% — 89 $12K
TFC Financial Management, Inc. 0.00% Add +126.3% 86 $12K
Raffa Wealth Management, LLC 0.00% No change 86 $12K
Peterson Financial Group, Inc. 0.05% New 86 $12K
Park Place Capital Corp 0.00% No change 85 $12K
Grayhawk Investment Strategies Inc. 0.02% No change 82 $11K
Planned Solutions, Inc. 0.00% New 80 $11K
Manchester Capital Management LLC 0.00% Reduce -19.2% 80 $11K
Valley Wealth Managers, Inc. 0.00% No change 80 $11K
Northwest Capital Management Inc 0.00% No change 75 $10K
West Financial Advisors, LLC 0.00% No change 62 $9K
Gilliland Jeter Wealth Management LLC 0.00% No change 61 $9K
Sugarloaf Wealth Management, LLC 0.00% No change 58 $8K
Dunhill Financial, LLC 0.00% Add +119.2% 57 $8K
Financial Management Professionals, Inc. 0.00% Reduce -3.2% 60 $8K
Davis Capital Management 0.01% Reduce -58.6% 53 $7K
Itau Unibanco Holding S.A. 0.00% Reduce -96.5% 52 $7K
Semmax Financial Advisors Inc. 0.00% Add +30.0% 52 $7K
HHM Wealth Advisors, LLC 0.00% New 50 $7K
Spectrum Wealth Counsel, LLC 0.00% No change 50 $7K
AdvisorNet Financial, Inc 0.00% Reduce -40.5% 50 $7K
Global Wealth Strategies & Associates 0.00% New 49 $7K
Financial Network Wealth Advisors LLC 0.01% Add +6.7% 48 $7K
Claris Advisors, LLC / Mo / 0.00% New 45 $6K
William B. Walkup & Associates, Inc. 0.00% No change 44 $6K
Christopher J. Hasenberg, Inc 0.00% No change 45 $6K
Westend Capital Management, LLC 0.00% No change 43 $6K
Blume Capital Management, Inc. 0.00% No change 40 $6K
Highline Wealth Partners LLC 0.00% Reduce -2.4% 40 $6K
Global Trust Asset Management, LLC 0.00% No change 35 $5K
GoalVest Advisory LLC 0.00% New 29 $4K
Avion Wealth 0.00% Add +14.3% 32 $4K
Signature Resources Capital Management, LLC 0.00% No change 28 $4K
FSC Wealth Advisors, LLC 0.00% No change 28 $4K
Friedenthal Financial 0.00% No change 28 $4K
Private Wealth Management Group, LLC 0.00% No change 28 $4K
Salomon & Ludwin, LLC 0.00% No change 25 $3K
WealthCollab, LLC 0.00% No change 24 $3K
CNB Bank 0.00% Reduce -89.3% 24 $3K
Dogwood Wealth Management LLC 0.00% No change 22 $3K
Penserra Capital Management LLC 0.00% No change 24 $3K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 21 $3K
Carolina Wealth Advisors, LLC 0.00% New 20 $3K
Westside Investment Management, Inc. 0.00% No change 20 $3K
Thompson Investment Management, Inc. 0.00% No change 20 $3K
Trifecta Capital Advisors, LLC 0.00% No change 18 $3K
Silicon Valley Capital Partners 0.00% No change 16 $2K
Richardson Financial Services Inc. 0.00% Add +100.0% 12 $2K
Horizon Financial Services, LLC 0.00% No change 11 $2K
Granite FO LLC 0.00% New 10 $1K
Morton Brown Family Wealth, LLC 0.00% No change 8 $1K
Broadwater Capital Management LLC 0.00% No change 6 $838
Cassady Schiller Wealth Management, LLC 0.00% No change 6 $838
PayPay Securities Corp 0.06% Reduce -82.1% 5 $699
Valued Wealth Advisors LLC 0.00% No change 5 $699
Reston Wealth Management LLC 0.00% New 5 $699
Proffitt & Goodson Inc. 0.00% New 5 $699
Hoey Investments, Inc. 0.00% No change 5 $663
Northwest Investment Counselors, LLC 0.00% New 4 $591
Bangor Savings Bank 0.00% No change 3 $419
Cornerstone Planning Group LLC 0.00% New 3 $402
ClariVest Asset Management LLC 0.00% No change 3 $398
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 2 $280
Mendota Financial Group, LLC 0.00% New 2 $280
Rakuten Securities, Inc. 0.00% No change 2 $279
Robinswood Financial LLC 0.00% New 2 $279
WestEnd Advisors, LLC 0.00% No change 2 $279
West Branch Capital LLC 0.00% New 1 $140
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 1 $110
West Oak Capital, LLC 0.00% New 1 $1

"% of holder's portfolio" is YUM's weight in each manager's 13F, not the share of Yum! Brands Inc. the manager owns.