FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.940.30%
STOXX50E5,860.32-0.39%
XLF51.840.06%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp28.1°C
UV0
Feels31.7°C
Humidity70%
Wind13 km/h
Air QualityAQI 1
Cloud Cover50%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time9:15 PM
13F QoQ Ownership Changes

CP Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 133 new · 239 added · 574 reduced · 122 exited

New Positions(133)

ManagerSharesΔ SharesValueΔ Value% Δ
BCV Asset Management Inc.1,118,986+1,118,986$127.3M+$127.3M
Alberta Investment Management Corp1,125,000+1,125,000$82.8M+$82.8M
London & Capital Asset Management Ltd589,392+589,392$43.4M+$43.4M
Interval Partners, LP584,557+584,557$43.0M+$43.0M
WGI DM, LLC437,824+437,824$32.2M+$32.2M
Life Cycle Investment Partners Ltd301,991+301,991$30.5M+$30.5M
OMERS ADMINISTRATION Corp400,000+400,000$29.5M+$29.5M
J. Goldman & Co LP348,251+348,251$25.6M+$25.6M
STATE OF WISCONSIN INVESTMENT BOARD318,242+318,242$23.5M+$23.5M
Anson Funds Management LP300,000+300,000$22.1M+$22.1M
Partners Group Holding AG263,598+263,598$19.4M+$19.4M
TCW GROUP INC252,666+252,666$18.6M+$18.6M
Jump Financial, LLC239,755+239,755$17.7M+$17.7M
LRZ CAPITAL LLC228,960+228,960$16.9M+$16.9M
Ruffer LLP206,459+206,459$15.2M+$15.2M
VOLORIDGE INVESTMENT MANAGEMENT, LLC178,228+178,228$13.1M+$13.1M
Capital Innovations LLC142,128+142,128$10.5M+$10.5M
Eurizon Capital SGR S.p.A.137,135+137,135$10.1M+$10.1M
GROUPAMA ASSET MANAGMENT123,381+123,381$9.1M+$9.1M
Alpine Fox Capital LLC120,000+120,000$8.8M+$8.8M
Trexquant Investment LP99,150+99,150$7.3M+$7.3M
SUSQUEHANNA ADVISORS GROUP, INC.96,200+96,200$7.1M+$7.1M
Allworth Financial LP88,530+88,530$6.5M+$6.5M
Saranac Partners Ltd80,498+80,498$6.0M+$6.0M
Quantbot Technologies LP80,988+80,988$6.0M+$6.0M
FIRST NATIONAL BANK OF OMAHA79,325+79,325$5.9M+$5.9M
DKRT Investments Corp.72,000+72,000$5.3M+$5.3M
Swiss Life Asset Management Ltd61,845+61,845$4.6M+$4.6M
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.61,626+61,626$4.5M+$4.5M
VICTORY CAPITAL MANAGEMENT INC44,100+44,100$4.5M+$4.5M
SCHARF INVESTMENTS, LLC58,104+58,104$4.3M+$4.3M
Lombard Odier Asset Management (Europe) Ltd50,584+50,584$3.7M+$3.7M
Numerai GP LLC43,497+43,497$3.2M+$3.2M
Callan Family Office, LLC37,056+37,056$2.7M+$2.7M
Sanctuary Advisors, LLC30,218+30,218$2.2M+$2.2M
GLENMEDE TRUST CO NA29,356+29,356$2.2M+$2.2M
Jain Global LLC28,026+28,026$2.1M+$2.1M
Blackstone Inc.27,239+27,239$2.0M+$2.0M
JENNISON ASSOCIATES LLC26,929+26,929$2.0M+$2.0M
Laird Norton Wetherby Trust Company, LLC26,420+26,420$1.9M+$1.9M
U.S. Capital Wealth Advisors, LLC24,028+24,028$1.8M+$1.8M
New England Research & Management, Inc.17,680+17,680$1.3M+$1.3M
ELEVATION POINT WEALTH PARTNERS, LLC17,447+17,447$1.3M+$1.3M
Entropy Technologies, LP17,255+17,255$1.3M+$1.3M
Havemeyer Place LP16,132+16,132$1.2M+$1.2M
Campbell & CO Investment Adviser LLC15,947+15,947$1.2M+$1.2M
Magnetar Financial LLC15,843+15,843$1.2M+$1.2M
IFP Advisors, Inc15,372+15,372$1.1M+$1.1M
Banque Cantonale Vaudoise14,678+14,678$1.1M+$1.1M
V-Square Quantitative Management LLC9,215+9,215$931.2K+$931.2K
Alamea Verwaltungs GmbH11,883+11,883$883.4K+$883.4K
Leonteq Securities AG10,714+10,714$780.2K+$780.2K
Balyasny Asset Management L.P.10,235+10,235$753.6K+$753.6K
Indivisible Partners9,938+9,938$731.7K+$731.7K
EP Wealth Advisors, LLC8,655+8,655$637.3K+$637.3K
MCF Advisors LLC6,921+6,921$510.7K+$510.7K
Candriam S.C.A.6,783+6,783$500.0K+$500.0K
Farringdon Capital, Ltd.6,445+6,445$474.5K+$474.5K
Alchemi Wealth, LLC5,659+5,659$416.7K+$416.7K
Sargent Investment Group, LLC5,004+5,004$368.4K+$368.4K
Keel Point, LLC4,980+4,980$366.7K+$366.7K
Quarry LP4,971+4,971$366.0K+$366.0K
Pinnacle Financial Partners, Inc.4,890+4,890$360.1K+$360.1K
Intesa Sanpaolo Wealth Management4,759+4,759$350.4K+$350.4K
XPONANCE, INC.4,661+4,661$343.6K+$343.6K
Brooklyn Investment Group4,549+4,549$340.0K+$340.0K
Engineers Gate Manager LP4,475+4,475$329.5K+$329.5K
XXI WEALTH, LLC4,436+4,436$326.6K+$326.6K
Headlands Technologies LLC4,228+4,228$311.3K+$311.3K
Burkett Asset Management Ltd4,029+4,029$297.0K+$297.0K
Passumpsic Savings Bank3,749+3,749$276.0K+$276.0K
Aprio Wealth Management, LLC3,664+3,664$269.8K+$269.8K
PCM Encore, LLC3,621+3,621$266.6K+$266.6K
SONATA CAPITAL GROUP INC3,605+3,605$265.4K+$265.4K
SOMERVILLE KURT F3,590+3,590$264.3K+$264.3K
Fire Capital Management LLC3,577+3,577$263.4K+$263.4K
Storgate, LLC3,568+3,568$262.7K+$262.7K
BCS Private Wealth Management, Inc.3,465+3,465$255.5K+$255.5K
Centiva Capital, LP3,375+3,375$248.5K+$248.5K
MONETA GROUP INVESTMENT ADVISORS LLC3,361+3,361$247.5K+$247.5K
Meeder Advisory Services, Inc.3,299+3,299$242.9K+$242.9K
New Republic Capital, LLC3,115+3,115$229.9K+$229.9K
Wellspring Financial Advisors, LLC3,008+3,008$221.6K+$221.6K
SMART Wealth LLC2,933+2,933$216.0K+$216.0K
GW HENSSLER & ASSOCIATES LTD2,881+2,881$212.1K+$212.1K
Stone Wealth Partners2,860+2,860$210.6K+$210.6K
Aventura Private Wealth, LLC2,718+2,718$207.0K+$207.0K
FourThought Financial Partners, LLC2,811+2,811$207.0K+$207.0K
VestGen Advisors, LLC2,761+2,761$203.3K+$203.3K
Income Insurance Ltd2,723+2,723$200.7K+$200.7K
Garner Asset Management Corp2,237+2,237$164.7K+$164.7K
EFG International AG1,490+1,490$110.1K+$110.1K
Meramec Financial Planners, LLC1,251+1,251$100.6K+$100.6K
GROUP ONE TRADING LLC1,308+1,308$96.3K+$96.3K
Birchwood Financial Partners, Inc.1,250+1,250$92.0K+$92.0K
Boreal Capital Management LLC1,206+1,206$89.0K+$89.0K
Wealth Enhancement Trust Services, Inc.1,119+1,119$82.4K+$82.4K
QV Investors Inc.727,991+727,991$53.7K+$53.7K
AllSquare Wealth Management LLC600+600$44.7K+$44.7K
Trust Co597+597$44.0K+$44.0K
McMillan Office, Inc.425+425$31.3K+$31.3K
GILPIN WEALTH MANAGEMENT, LLC400+400$29.5K+$29.5K
CHESAPEAKE ASSET MANAGEMENT LLC372+372$29.0K+$29.0K
Prosperity Bancshares Inc352+352$25.9K+$25.9K
Quattro Advisors LLC279+279$20.5K+$20.5K
BOK Financial Private Wealth, Inc.250+250$18.4K+$18.4K
BNP PARIBAS ASSET MANAGEMENT Holding S.A.155,247+155,247$15.7K+$15.7K
United Financial Planning Group LLC157+157$11.6K+$11.6K
OPTIMA CAPITAL LLC136+136$10.0K+$10.0K
Ares Financial Consulting, LLC101+101$7.4K+$7.4K
VALLEY WEALTH MANAGERS, INC.53+53$3.9K+$3.9K
Keating Financial Advisory Services, Inc.50+50$3.7K+$3.7K
IFS Advisors, LLC50+50$3.7K+$3.7K
SkyView Investment Advisors, LLC45,575+45,575$3.4K+$3.4K
Acumen Wealth Advisors, LLC45+45$3.3K+$3.3K
Olistico Wealth, LLC43+43$3.2K+$3.2K
Strive Financial Group ,LLC42+42$3.1K+$3.1K
Hilton Head Capital Partners, LLC40+40$2.9K+$2.9K
Bangor Savings Bank38+38$2.8K+$2.8K
Whipplewood Advisors, LLC32+32$2.4K+$2.4K
FLAGSHIP HARBOR ADVISORS, LLC31+31$2.3K+$2.3K
SageView Advisory Group, LLC30+30$2.2K+$2.2K
Stephens Consulting, LLC25+25$1.8K+$1.8K
Kilter Group LLC24+24$1.8K+$1.8K
Quantitative Investment Management, LLC22,906+22,906$1.7K+$1.7K
HM PAYSON & CO14+14$1.0K+$1.0K
TUCKER ASSET MANAGEMENT LLC14+14$1.0K+$1.0K
MV CAPITAL MANAGEMENT, INC.11+11$810+$810
Rachor Investment Advisory Services, LLC8+8$590+$590
FINANCIAL CONSULATE, INC8+8$590+$590
Elevated Capital Advisors, LLC5+5$368+$368
Thrivent Financial for Lutherans3,460+3,460$257+$257
FNY Investment Advisers, LLC1,000+1,000$73+$73

Added To(239)

ManagerSharesΔ SharesValueΔ Value% Δ
Cantillon Capital Management LLC12,007,312+7,833,303$899.1M+$588.2M187.7%
JANUS HENDERSON GROUP PLC6,147,835+5,251,755$452.8M+$386.0M586.1%
FIL Ltd16,666,777+2,804,686$1.23B+$194.6M20.2%
PICTON MAHONEY ASSET MANAGEMENT2,252,702+105,537$166.1M+$165.9M4.9%
BNP PARIBAS FINANCIAL MARKETS2,830,409+1,905,302$208.4M+$139.5M205.9%
MILLENNIUM MANAGEMENT LLC2,240,626+1,873,614$165.0M+$137.7M510.5%
NORGES BANK13,290,852+278,130$978.6M-$134.4M2.1%
CANADA PENSION PLAN INVESTMENT BOARD6,006,835+1,777,535$442.2M+$127.3M42.0%
TORONTO DOMINION BANK4,399,106+1,587,099$323.9M+$114.7M56.4%
CIBC WORLD MARKET INC.8,433,042+1,517,323$620.9M+$106.0M21.9%
Connor, Clark & Lunn Investment Management Ltd.5,261,116+854,463$387.3M+$59.2M19.4%
Cardinal Capital Management, Inc.1,549,556+55,423$156.6M+$45.2M3.7%
MORGAN STANLEY4,955,711+607,172$364.9M+$41.0M14.0%
DIMENSIONAL FUND ADVISORS LP1,920,422+508,871$141.4M+$36.3M36.0%
GUARDIAN CAPITAL LP1,230,640+487,586$90.6M+$35.3M65.6%
AGF MANAGEMENT LTD2,500,911+499,619$184.3M+$35.1M25.0%
Select Equity Group, L.P.4,444,219+480,291$327.6M+$32.3M12.1%
AQR CAPITAL MANAGEMENT LLC435,251+432,411$32.0M+$31.8M15225.7%
GEODE CAPITAL MANAGEMENT, LLC8,821,358+461,724$661.3M+$29.6M5.5%
CITADEL ADVISORS LLC1,017,991+364,008$75.0M+$26.2M55.7%
TWO SIGMA INVESTMENTS, LP682,050+355,000$50.2M+$25.9M108.5%
SEI INVESTMENTS CO1,018,358+317,248$75.0M+$22.8M45.2%
Fiera Capital Corp6,213,733+349,688$457.6M+$21.0M6.0%
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND431,965+269,965$31.8M+$19.7M166.6%
Waratah Capital Advisors Ltd.270,599+161,780$19.9M+$11.8M148.7%
Fisher Asset Management, LLC5,773,272+217,158$425.1M+$11.2M3.9%
1832 Asset Management L.P.14,328,630+59,040$1.06B-$7.9M0.4%
TWO SIGMA ADVISERS, LP127,180+98,300$9.4M+$7.2M340.4%
FMR LLC14,413,253+258,526$1.06B+$6.9M1.8%
Allianz Asset Management GmbH696,947+97,465$51.4M+$6.7M16.3%
Caisse de depot et placement du Quebec1,178,471+94,247$86.9M+$6.1M8.7%
Pacific Heights Asset Management LLC285,000+85,000$21.0M+$6.1M42.5%
Rathbones Group PLC1,729,339+95,727$127.3M+$5.7M5.8%
Investment Management Corp of Ontario110,412+76,563$8.1M+$5.6M226.2%
Qube Research & Technologies Ltd180,365+74,115$13.3M+$5.4M69.8%
Baird Financial Group, Inc.1,023,120+82,836$75.3M+$5.3M8.8%
Walleye Capital LLC94,083+66,683$6.9M+$4.9M243.4%
SIG North Trading, ULC354,262+62,848$26.1M+$4.4M21.6%
CRAMER ROSENTHAL MCGLYNN LLC318,711+59,054$23.5M+$4.1M22.7%
Legal & General Group Plc7,324,191+130,783$539.8M+$4.0M1.8%
D. E. Shaw & Co., Inc.248,814+51,314$18.3M+$3.6M26.0%
AMERIPRISE FINANCIAL INC185,854+50,816$14.1M+$3.5M37.6%
JANE STREET GROUP, LLC443,792+46,745$32.7M+$3.1M11.8%
PUBLIC SECTOR PENSION INVESTMENT BOARD137,256+38,643$10.1M+$2.8M39.2%
Aberdeen Group plc427,225+37,987$31.5M+$2.7M9.8%
Stamos Capital Partners, L.P.77,291+34,646$5.7M+$2.5M81.2%
Point72 Asset Management, L.P.38,594+33,894$2.8M+$2.5M721.1%
Invesco Ltd.23,431,949+303,464$1.73B+$2.5M1.3%
UniSuper Management Pty Ltd972,786+2,000$98.3M-$2.3M0.2%
HighTower Advisors, LLC630,624+37,044$46.4M+$2.2M6.2%
Williams Jones Wealth Management, LLC.129,125+30,466$9.5M+$2.2M30.9%
Vestmark Advisory Solutions, Inc.60,054+28,561$4.4M+$2.1M90.7%
Northwest & Ethical Investments L.P.499,901+31,281$36.9M+$2.0M6.7%
Nuveen, LLC679,181+34,265$50.1M+$2.0M5.3%
Hillsdale Investment Management Inc.154,946+27,060$11.4M+$1.9M21.1%
PEAK6 LLC95,800+25,100$7.1M+$1.8M35.5%
Focus Partners Wealth737,018+30,297$54.3M+$1.7M4.3%
DEUTSCHE BANK AG\1,581,202+38,232$116.4M+$1.5M2.5%
GAM Holding AG46,663+20,376$3.4M+$1.5M77.5%
Markel Group Inc.50,500+19,500$3.7M+$1.4M62.9%
Kestra Advisory Services, LLC33,028+18,457$2.4M+$1.3M126.7%
Quantinno Capital Management LP121,596+18,766$9.0M+$1.3M18.2%
Douglas Lane & Associates, LLC179,258+19,387$13.2M+$1.3M12.1%
TD Waterhouse Canada Inc.1,708,432+44,021$125.7M+$1.3M2.6%
BANK OF NOVA SCOTIA TRUST CO307,056+20,119$22.6M+$1.2M7.0%
AMERICAN CENTURY COMPANIES INC1,505,720+3,143$110.9M-$1.1M0.2%
Rothschild & Co Wealth Management UK Ltd5,353,188+48,258$394.2M-$1.0M0.9%
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.106,000+14,200$7.8M+$966.6K15.5%
Minneapolis Portfolio Management Group, LLC330,189+16,272$24.3M+$928.1K5.2%
Hemenway Trust Co LLC63,015+12,362$4.6M+$866.7K24.4%
Vise Technologies, Inc.23,434+10,277$1.7M+$745.4K78.1%
Aviso Financial Inc.1,324,488+25,235$97.5M+$736.4K1.9%
NorthCrest Asset Manangement, LLC233,187+5,608$17.0M-$734.7K2.5%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO65,126+9,830$4.8M+$676.2K17.8%
Harvest Portfolios Group Inc.49,868+7,181$3.7M+$492.2K16.8%
AustralianSuper Pty Ltd16,506+6,555$1.2M+$474.3K65.9%
SOROS CAPITAL MANAGEMENT LLC68,466+6,345$5.0M+$413.8K10.2%
Meixler Investment Management, Ltd.27,599+5,523$2.0M+$387.7K25.0%
LOCUST WOOD CAPITAL ADVISERS, LLC888,326+5,215$65.4M-$375.5K0.6%
BEARING POINT CAPITAL, LLC40,386+5,246$3.0M+$356.0K14.9%
MERIDIAN INVESTMENT COUNSEL INC.37,360+5,010$2.8M+$341.1K15.5%
Cardinal Point Capital Management ULC9,822+4,594$724.1K+$334.9K87.9%
Coronation Fund Managers Ltd.46,057+4,878$3.4M+$323.8K11.8%
Port Capital LLC530,479+1,680$39.1M-$287.5K0.3%
Concurrent Investment Advisors, LLC11,096+3,854$817.0K+$277.6K53.2%
Value Partners Investments Inc.517,216+1,521$38.1M-$263.8K0.3%
Channing Global Advisors, LLC188,028+5,186$13.9M+$238.8K2.8%
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC7,951+3,117$585.4K+$225.3K64.5%
Zurcher Kantonalbank (Zurich Cantonalbank)363,211+901$26.8M-$214.1K0.2%
OneDigital Investment Advisors LLC167,624+4,753$12.3M+$209.9K2.9%
Legacy Wealth Asset Management, LLC29,475+3,065$2.2M+$203.0K11.6%
Mariner, LLC126,353+4,124$9.3M+$200.7K3.4%
GeoWealth Management, LLC13,631+2,795$1.0M+$196.5K25.8%
NewEdge Wealth, LLC19,307+1,799$1.4M+$189.9K10.3%
GC Wealth Management RIA, LLC15,601+2,694$1.1M+$187.3K20.9%
Ninety One North America, Inc.220,134+4,638$16.2M+$175.0K2.1%
Legacy Financial Advisors, Inc.5,826+2,303$429.0K+$166.5K65.4%
Private Advisor Group, LLC12,722+2,381$936.7K+$166.4K23.0%
CHOREO, LLC27,924+2,338$2.1M+$164.6K9.1%
Chicago Capital, LLC8,084+2,296$595.2K+$164.1K39.7%
Georgetown University232,115+503$17.1M-$161.5K0.2%
YCG, LLC389,690+2,346$28.7M-$160.4K0.6%
AKO CAPITAL LLP2,957,361+2,157,801$217.8K+$158.2K269.9%
ROYAL LONDON ASSET MANAGEMENT LTD488,831+3,560$36.0M-$155.2K0.7%
&PARTNERS25,778+2,293$1.9M+$150.7K9.8%
Tuttle Capital Management, LLC10,487+2,132$772.2K+$149.8K25.5%
Global Retirement Partners, LLC4,763+2,016$350.7K+$146.1K73.4%
Hudson Value Partners, LLC48,307+2,043$3.6M+$142.6K4.4%
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC10,764+2,037$792.6K+$142.5K23.3%
Turtle Creek Wealth Advisors, LLC9,090+2,009$669.3K+$141.8K28.4%
Focus Partners Advisor Solutions, LLC7,182+1,927$528.8K+$141.7K36.7%
Dixon Mitchell Investment Counsel Inc.296,953+4,980$21.9M+$140.9K1.7%
Ewing Morris & Co. Investment Partners Ltd.7,612+1,846$569.3K+$138.8K32.0%
LPL Financial LLC236,480+942$17.4M-$133.2K0.4%
GREENLEAF TRUST342,796+2,227$25.2M-$128.9K0.7%
Midwest Trust Co179,558+368$13.2M-$127.0K0.2%
PCJ Investment Counsel Ltd.51,710+2,130$3.8M+$115.3K4.3%
Quilter Plc915,756+8,786$67.4M-$112.4K1.0%
Calamos Advisors LLC129,955+123$9.6M-$102.6K0.1%
Waterfront Wealth Inc.22,425+31$1.6M-$97.7K0.1%
Independent Advisor Alliance4,083+1,348$300.6K+$96.9K49.3%
Cetera Investment Advisers71,278+2,073$5.3M+$96.6K3.0%
Lindsell Train Ltd30,000+1,500$2.2M+$85.9K5.3%
Capital World Investors14,344+1,178$1.1M+$75.6K8.9%
Net Worth Advisory Group3,834+1,021$282.3K+$72.8K36.3%
Wahed Invest LLC17,914+1,152$1.3M+$71.9K6.9%
DOVER ADVISORS, LLC9,161+1,049$676.0K+$70.5K12.9%
Ariadne Wealth Management, LP5,473+20$458.1K+$70.2K0.4%
UNITED CAPITAL FINANCIAL ADVISORS, LLC4,658+974$343.0K+$68.5K26.4%
Smartleaf Asset Management LLC4,370+864$324.7K+$67.2K24.6%
Lorne Steinberg Wealth Management Inc.110,891+1,980$8.2M+$66.6K1.8%
ASSETMARK, INC1,193+857$87.9K+$62.8K255.1%
Krilogy Financial LLC5,065+721$367.5K+$61.9K16.6%
LOUISBOURG INVESTMENTS INC.37,890+1,190$2.8M+$61.0K3.2%
FLPUTNAM INVESTMENT MANAGEMENT CO4,894+861$360.3K+$59.9K21.3%
Compass Wealth Management LLC65,149+1,479$4.8M+$59.6K2.3%
Dempze Nancy E6,341+836$466.9K+$56.8K15.2%
LGT Group Foundation49,984+1,181$3.7M+$55.2K2.4%
OXFORD ASSET MANAGEMENT LLP15,874+922$1.2M+$55.0K6.2%
UMB Bank, n.a.112,109+576$8.3M-$53.5K0.5%
NewEdge Advisors, LLC28,052+1,013$2.1M+$51.2K3.7%
Notis-McConarty Edward6,965+765$512.8K+$51.0K12.3%
HB Wealth Management, LLC8,454+756$622.5K+$49.0K9.8%
BLAIR WILLIAM & CO/IL66,528+113$4.9M-$48.9K0.2%
Snowden Capital Advisors LLC19,644+855$1.5M+$48.6K4.5%
Generali Asset Management SPA SGR27,884+223$2.8M-$48.5K0.8%
KEYBANK NATIONAL ASSOCIATION/OH39,749+1,074$2.9M+$45.8K2.8%
Leslie Global Wealth, LLC4,112+660$302.8K+$45.6K19.1%
TRANSATLANTIQUE PRIVATE WEALTH LLC17,369+19$1.2M-$45.0K0.1%
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA2,237+667$162.7K+$43.5K42.5%
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI90,475+467$6.7M-$43.0K0.5%
Beutel, Goodman & Co Ltd.4,437,890+619,625$327.2K+$42.7K16.2%
KING LUTHER CAPITAL MANAGEMENT CORP13,455+710$990.7K+$41.3K5.6%
Blue Zone Wealth Advisors, LLC82,004+396$6.0M-$41.0K0.5%
Arax Advisory Partners5,294+594$390.0K+$39.8K12.6%
ALBION FINANCIAL GROUP /UT640+524$47.1K+$38.5K451.7%
Summerhill Capital Management lnc.50,607+12$3.7M-$37.5K0.0%
RHUMBLINE ADVISERS4,510+531$332.1K+$35.7K13.3%
Summit Financial, LLC8,742+576$643.6K+$35.3K7.0%
Gold Investment Management Ltd.86,970+1,473$6.4M+$34.6K1.7%
Arkadios Wealth Advisors3,602+460$265.2K+$31.1K14.6%
McIlrath & Eck, LLC512+423$37.7K+$31.1K475.3%
BROWN BROTHERS HARRIMAN & CO2,587+433$190.5K+$30.0K20.1%
Choate Investment Advisors98,389+740$7.2M-$29.5K0.8%
Beacon Pointe Advisors, LLC36,176+35$2.7M-$28.5K0.1%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC713+391$52.5K+$28.5K121.4%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,921+358$141.6K+$25.2K22.9%
GILDER GAGNON HOWE & CO LLC7,633+410$562.0K+$24.0K5.7%
Walleye Trading LLC69,300+1,100$5.1M+$22.3K1.6%
NBC SECURITIES, INC.1,183+309$87.1K+$22.0K35.4%
Atria Investments, Inc21,526+542$1.6M+$21.9K2.6%
DAVENPORT & Co LLC5,096+325$376.3K+$21.7K6.8%
Meridian Wealth Management, LLC5,615+345$413.4K+$20.9K6.5%
RFG Advisory, LLC7,606+362$560.1K+$20.4K5.0%
EVENTIDE ASSET MANAGEMENT, LLC3,188+239$236.8K+$20.3K8.1%
Pinnacle Wealth Planning Services, Inc.9,374+354$690.2K+$18.3K3.9%
B. Riley Wealth Advisors, Inc.6,395+319$470.9K+$18.2K5.3%
GATEWAY INVESTMENT ADVISERS LLC118,422+1,596$8.7M+$17.0K1.4%
American Trust3,129+435$230.4K+$16.8K16.1%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.296+203$21.8K+$14.9K218.3%
Accretive Wealth Partners, LLC11,849+331$872.4K+$14.5K2.9%
EverSource Wealth Advisors, LLC1,518+202$111.8K+$13.7K15.3%
Valeo Financial Advisors, LLC3,158+209$232.5K+$12.9K7.1%
Lansforsakringar Fondforvaltning AB (publ)206,085+1,994$15.2M-$11.1K1.0%
Wilmington Savings Fund Society, FSB6,818+220$502.0K+$10.5K3.3%
VeraBank, N.A.9,750+250$717.9K+$10.2K2.6%
HUNTINGTON NATIONAL BANK1,348+149$99.3K+$9.9K12.4%
Cromwell Holdings LLC1,936+145$142.9K+$9.2K8.1%
Root Financial Partners, LLC330+126$24.3K+$9.1K61.8%
BECKER CAPITAL MANAGEMENT INC15,270+57$1.1M-$8.8K0.4%
Icon Wealth Advisors, LLC5,520+13$402.3K-$7.9K0.2%
Wealthcare Advisory Partners LLC12,156+245$895.1K+$7.8K2.0%
Financial Management Professionals, Inc.444+106$32.8K+$7.6K31.4%
Dorsey & Whitney Trust CO LLC5,033+157$370.6K+$7.4K3.2%
OLD NATIONAL BANCORP /IN/3,333+131$245.4K+$6.9K4.1%
Vident Advisory, LLC9,637+201$709.6K+$6.7K2.1%
Optiver Holding B.V.89+85$6.6K+$6.3K2125.0%
REBALANCE, LLC2,843+115$209.3K+$6.1K4.2%
QRG CAPITAL MANAGEMENT, INC.10,146+179$747.4K+$4.9K1.8%
Voya Investment Management LLC5,861+1$432.1K-$4.5K0.0%
WealthCollab, LLC120+56$8.8K+$4.1K87.5%
IFG Advisory, LLC3,747+97$275.9K+$4.0K2.6%
North Star Investment Management Corp.59+52$4.3K+$3.8K742.9%
Independent Solutions Wealth Management, LLC10,132+70$746.0K-$3.5K0.7%
State of Wyoming6,387+20$470.8K-$3.5K0.3%
Caitong International Asset Management Co., Ltd706+53$52.0K+$3.3K8.1%
Ethic Inc.8,050+56$592.7K-$2.7K0.7%
Smart Portfolios, LLC4,025+10$296.4K-$2.7K0.2%
LMG Wealth Partners, LLC3,364+3$247.7K-$2.7K0.1%
PFG Investments, LLC3,087+2$227.3K-$2.5K0.1%
HARBOR INVESTMENT ADVISORY, LLC1,744+50$128.5K+$2.3K3.0%
Grove Bank & Trust1,697+50$125.0K+$2.3K3.0%
PRIVATE TRUST CO NA52+27$3.8K+$2.0K108.0%
Sigma Planning Corp3,143+12$231.4K-$1.8K0.4%
First Eagle Investment Management, LLC2,516+52$185.2K+$1.8K2.1%
World Investment Advisors8,537+2,818$424.3K-$1.7K49.3%
INGALLS & SNYDER LLC177,251+23,653$13.1K+$1.6K15.4%
Wealth Watch Advisors, INC505+26$37.2K+$1.5K5.4%
Evelyn Partners Investment Management Services Ltd15,206+1,110$1.1M-$1.1K7.9%
KELLEHER FINANCIAL ADVISORS114+14$8.4K+$97014.0%
BALLAST ADVISORS LLC7,082+71$521.4K-$8011.0%
Brookstone Capital Management14,355+176$1.1M+$7651.2%
Daiwa Securities Group Inc.95,355+10,570$7.0K+$70512.5%
XML Financial, LLC4,368+42$321.6K-$6281.0%
VAN ECK ASSOCIATES CORP334,822+10,446$24.7K+$4983.2%
Rossby Financial, LCC23+7$1.7K+$49643.8%
Mn Services Vermogensbeheer B.V.361,151+9,251$26.6K+$4092.6%
PDS Planning, Inc5,412+66$398.5K+$2621.2%
Dunhill Financial, LLC327+1$24.1K-$2360.3%
Abacus Wealth Partners, LLC3,045+33$224.2K-$1611.1%
WEDBUSH SECURITIES INC6,088+1,856$448+$13343.9%
Claret Asset Management Corp26,110+2,059$1.9K+$1318.6%
Red Tortoise LLC129+1$9.5K-$950.8%
Alpha Cubed Investments, LLC4,164+49$306.6K+$691.2%
Blue Trust, Inc.1,050+13$77.3K+$661.3%
AMERICAN NATIONAL BANK & TRUST2,674+30$196.9K-$651.1%
Fortune Financial Advisors, LLC13,623+158$1.0M+$531.2%
CWM, LLC13,825+89$1.0K-$50.6%
Smithfield Trust Co227+8$17+$13.6%

Reduced(574)

ManagerSharesΔ SharesValueΔ Value% Δ
Royal Bank of Canada53,007,068-54,802,254$3.90B-$4.16B-50.8%
JPMORGAN CHASE & CO9,486,920-6,302,414$698.5M-$477.6M-39.9%
GOLDMAN SACHS GROUP INC6,107,605-5,897,094$449.7M-$444.5M-49.1%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main6,959,328-4,356,691$512.4M-$330.7M-38.5%
TCI FUND MANAGEMENT LTD47,654,423-2,211,312$3.51B-$204.9M-4.4%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/5,137,343-2,609,742$378.3M-$198.8M-33.7%
NEUBERGER BERMAN GROUP LLC448,410-2,042,070$33.0M-$152.5M-82.0%
Federation des caisses Desjardins du Quebec4,089,474-1,466,418$301.1M-$111.2M-26.4%
BANK OF NOVA SCOTIA1,574,919-1,301,485$115.9M-$98.2M-45.2%
BANK OF AMERICA CORP /DE/3,359,071-1,256,918$247.3M-$96.5M-27.2%
Sustainable Growth Advisers, LP6,564,219-1,076,187$483.3M-$85.8M-14.1%
VANGUARD GROUP INC38,030,675-703,781$2.80B-$84.9M-1.8%
BANK OF MONTREAL /CAN/20,988,552-895,334$1.55B-$84.2M-4.1%
CAUSEWAY CAPITAL MANAGEMENT LLC12,596,802-926,071$928.6M-$78.8M-6.8%
Clearbridge Investments, LLC2,595,766-975,041$191.1M-$74.9M-27.3%
FRANKLIN RESOURCES INC8,318,781-810,784$612.5M-$67.5M-8.9%
CIBC Asset Management Inc7,683,036-669,334$568.4M-$55.5M-8.0%
CI INVESTMENTS INC.744,870-4,446$54.8M+$54.8M-0.6%
NATIONAL BANK OF CANADA /FI/7,098,660-613,739$522.1M-$51.2M-8.0%
Allspring Global Investments Holdings, LLC5,486,521-535,435$408.5M-$42.2M-8.9%
Findlay Park Partners LLP2,578,696-524,100$189.9M-$41.3M-16.9%
Consulta Ltd2,275,000-475,000$167.5M-$37.3M-17.3%
Veritas Asset Management LLP9,344,449-373,197$688.0M-$35.8M-3.8%
UBS Group AG1,598,213-442,653$117.7M-$34.3M-21.7%
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC17,370-433,116$1.3M-$32.3M-96.1%
LAZARD ASSET MANAGEMENT LLC999,478-379,915$73.6M-$29.1M-27.5%
SUSQUEHANNA INTERNATIONAL GROUP, LLP492,200-347,546$36.2M-$26.3M-41.4%
MACKENZIE FINANCIAL CORP16,071,058-271,344$1.19B-$25.1M-1.7%
Fayez Sarofim & Co4,635,776-186,426$341.3M-$22.5M-3.9%
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp1,649,718-269,112$121.5M-$21.4M-14.0%
11 Capital Partners LP27,553-278,755$2.0M-$20.8M-91.0%
Swiss National Bank2,403,793-247,200$177.3M-$20.2M-9.3%
Pictet North America Advisors SA39,625-252,965$2.9M-$18.9M-86.5%
WCM INVESTMENT MANAGEMENT, LLC16,306,938-433,235$1.21B-$17.8M-2.6%
BlackRock, Inc.716,524-229,740$52.8M-$17.7M-24.3%
TD Asset Management Inc18,598,991-43,238$1.37B-$17.6M-0.2%
THORNBURG INVESTMENT MANAGEMENT INC2,102,939-192,157$154.8M-$16.1M-8.4%
ENVESTNET ASSET MANAGEMENT INC927,321-200,114$68.3M-$15.7M-17.7%
Amundi1,532,245-118,591$112.8M-$14.9M-7.2%
MANUFACTURERS LIFE INSURANCE COMPANY, THE10,470,156-74,131$772.5M-$13.0M-0.7%
MUFG SECURITIES (CANADA), LTD.1,371,627-140,185$101.0M-$11.6M-9.3%
Groupe la Francaise5,252-149,397$387.2K-$11.1M-96.6%
Cumberland Partners Ltd238,318-146,937$17.6M-$11.1M-38.1%
Fisher Funds Management LTD362,901-145,669$26.8M-$11.1M-28.6%
BAILLIE GIFFORD & CO305,553-143,431$22.5M-$10.9M-31.9%
Scheer, Rowlett & Associates Investment Management Ltd.441,304-139,700$32.5M-$10.8M-24.0%
WELLS FARGO & COMPANY/MN1,513,130-127,295$111.4M-$10.8M-7.8%
Addenda Capital Inc.718,820-84,098$72.8M-$10.6M-10.5%
BARCLAYS PLC3,171,392-75,798$251.4M+$9.5M-2.3%
Freshford Capital Management, LLC110,922-117,089$8.2M-$8.8M-51.4%
Pictet Asset Management Holding SA394,691-107,497$29.1M-$8.3M-21.4%
INTACT INVESTMENT MANAGEMENT INC.44,059-109,890$3.2M-$8.2M-71.4%
AVIVA PLC1,219,887-95,729$89.9M-$8.0M-7.3%
NORTHERN TRUST CORP2,466,501-77,556$181.6M-$7.9M-3.0%
Verition Fund Management LLC88,498-102,832$6.5M-$7.7M-53.7%
APG Asset Management N.V.475,268-117,161$29.8M-$7.7M-19.8%
CIDEL ASSET MANAGEMENT INC113,864-95,916$8.4M-$7.2M-45.7%
Artemis Investment Management LLP54,045-95,367$4.0M-$7.2M-63.8%
Sone Capital Management, LLC261,314-85,907$19.2M-$6.6M-24.7%
Mirova US LLC2,029,319-64,383$149.4M-$6.5M-3.1%
Maren Capital LLC1,275,173-72,225$93.9M-$6.5M-5.4%
Financiere des Professionnels - Fonds d,investissement inc.30,281-80,844$2.2M-$6.0M-72.8%
Korea Investment CORP580,814-70,063$42.8M-$5.7M-10.8%
Bridgewater Associates, LP294,565-68,064$21.7M-$5.3M-18.8%
Varma Mutual Pension Insurance Co143,909-68,800$10.6M-$5.2M-32.3%
FIRST TRUST ADVISORS LP8,149-64,218$600.0K-$4.8M-88.7%
Corient Private Wealth LLC363,877-54,124$26.6M-$4.5M-12.9%
BRISTOL JOHN W & CO INC /NY/1,853,795-34,703$136.5M-$4.2M-1.8%
Foster Victor Wealth Advisors, LLC227,633-38,565$16.5M-$4.1M-14.5%
State of Tennessee, Department of Treasury935,393-55,030$69.7M-$4.0M-5.5%
WELLINGTON MANAGEMENT GROUP LLP106,549-48,638$7.9M-$3.7M-31.3%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,218,910-23,291$163.6M-$3.5M-1.0%
STATE STREET CORP531,855-35,999$39.2M-$3.1M-6.3%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO269,210-38,768$19.8M-$3.1M-12.6%
BOWEN HANES & CO INC33,367-7,890$2.5K-$3.1M-19.1%
Orion Porfolio Solutions, LLC80,456-40,261$5.9M-$3.1M-33.4%
COMMONWEALTH EQUITY SERVICES, LLC40,262-4,375$3.0M+$3.0M-9.8%
NATIXIS14,084-38,626$1.0M-$2.9M-73.3%
Marathon Asset Management Ltd528,966-33,002$39.1M-$2.9M-5.9%
Westerkirk Capital Inc.93,400-36,500$6.9M-$2.8M-28.1%
SCOTIA CAPITAL INC.3,981,072-2,397$293.0M-$2.5M-0.1%
Banque Transatlantique SA142,830-30,467$10.5M-$2.4M-17.6%
Prospera Financial Services Inc119,854-30,294$8.8M-$2.4M-20.2%
Ninety One UK Ltd1,001,782-20,210$73.9M-$2.3M-2.0%
CITIGROUP INC361,667-25,603$26.7M-$2.2M-6.6%
Silphium Asset Management Ltd21,066-28,489$1.6M-$2.1M-57.5%
XTX Topco Ltd9,341-28,564$687.8K-$2.1M-75.3%
Dynamic Technology Lab Private Ltd2,879-28,433$212.0K-$2.1M-90.8%
Walter Public Investments Inc.143,331-25,202$10.5M-$2.0M-14.9%
ALLIANCEBERNSTEIN L.P.585,344-19,656$43.1M-$2.0M-3.2%
Savant Capital, LLC4,220-26,279$310.7K-$2.0M-86.2%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management34,651-25,772$2.6M-$1.9M-42.6%
Creative Planning183,998-23,686$13.5M-$1.9M-11.4%
Russell Investments Group, Ltd.776,205-17,102$57.2M-$1.9M-2.1%
ALKEON CAPITAL MANAGEMENT LLC2,004,0000$147.6M-$1.7M0.0%
CAPITAL FUND MANAGEMENT S.A.38,300-22,300$2.8M-$1.7M-36.8%
Lombard Odier Asset Management (Switzerland) SA17,218-21,947$1.3M-$1.6M-56.0%
Allen Investment Management, LLC59,348-21,443$4.4M-$1.6M-26.5%
BRASADA CAPITAL MANAGEMENT, LP92,886-19,074$6.9M-$1.6M-17.0%
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna5,000-20,650$368.8K-$1.5M-80.5%
FIRST FOUNDATION ADVISORS127,428-18,525$9.4M-$1.5M-12.7%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC79,102-16,687$6.0M-$1.5M-17.4%
MONTRUSCO BOLTON INVESTMENTS INC.2,755-19,466$203.1K-$1.5M-87.6%
Ninepoint Partners LP2,113-18,871$155.6K-$1.4M-89.9%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP25,700-18,237$1.9M-$1.4M-41.5%
Cerity Partners LLC48,575-17,744$3.6M-$1.4M-26.8%
Dilation Capital Management LP153,847-16,422$11.3M-$1.4M-9.6%
Cullen/Frost Bankers, Inc.92,364-16,975$6.8M-$1.3M-15.5%
Bank of New York Mellon Corp862,116-7,920$63.5M-$1.3M-0.9%
OSTERWEIS CAPITAL MANAGEMENT INC323,619-13,669$23.8M-$1.3M-4.0%
RAYMOND JAMES FINANCIAL INC923,720-5,350$68.0M-$1.2M-0.6%
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC19,746-15,724$1.5M-$1.2M-44.3%
STIFEL FINANCIAL CORP164,374-13,274$12.1M-$1.1M-7.5%
HANCOCK WHITNEY CORP13,123-14,580$966.2K-$1.1M-52.6%
Crossmark Global Holdings, Inc.28,727-13,736$2.1M-$1.0M-32.3%
CenterBook Partners LP11,723-13,375$863.2K-$1.0M-53.3%
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.148,284-5,959$15.0M-$1.0M-3.9%
Modern Wealth Management, LLC12,028-12,077$885.6K-$968.2K-50.1%
Evelyn Partners Investment Management LLP28,821-9,935$2.1M-$959.2K-25.6%
DUFF & PHELPS INVESTMENT MANAGEMENT CO370,512-8,776$27.3M-$940.7K-2.3%
FORSTA AP-FONDEN171,400-10,700$12.6M-$929.8K-5.9%
Vanderbilt University60,610-11,715$4.5M-$919.6K-16.2%
Tower Research Capital LLC (TRC)4,076-12,145$300.1K-$908.2K-74.9%
J.Safra Asset Management Corp4,090-11,431$301.3K-$857.5K-73.6%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC145,105-9,743$10.7M-$848.3K-6.3%
PNC Financial Services Group, Inc.199,037-8,337$14.7M-$792.2K-4.0%
PRINCIPAL FINANCIAL GROUP INC65,200-9,800$4.8M-$780.5K-13.1%
Metis Global Partners, LLC23,548-10,168$1.7M-$777.4K-30.1%
PINNACLE ASSOCIATES LTD235,675-7,306$17.4M-$746.9K-3.0%
Emergent Wealth Advisors, LLC3,020-9,810$222.4K-$726.9K-76.5%
M&T Bank Corp66,709-8,753$4.9M-$709.1K-11.6%
TUDOR INVESTMENT CORP ET AL14,800-9,200$1.1M-$698.0K-38.3%
EAGLE GLOBAL ADVISORS LLC118,109-7,895$8.7M-$689.7K-6.3%
Whalen Wealth Management Inc.8,235-8,783$606.3K-$661.3K-51.6%
Narwhal Capital Management116,283-7,179$8.6M-$634.8K-5.8%
Bank Julius Baer & Co. Ltd, Zurich141,932-7,657$10.5M-$627.1K-5.1%
Altshuler Shaham Ltd11,622-8,062$855.7K-$610.5K-41.0%
KIRR MARBACH & CO LLC /IN/164,292-5,859$12.1M-$578.2K-3.4%
SHELTON WEALTH MANAGEMENT, LLC13,107-7,548$965.1K-$573.5K-36.5%
PRELUDE CAPITAL MANAGEMENT, LLC6,455-7,571$475.3K-$569.5K-54.0%
REGIONS FINANCIAL CORP7,575-7,471$557.7K-$563.0K-49.6%
OPPENHEIMER & CO INC157,574-5,018$11.6M-$509.3K-3.1%
BARTLETT & CO. WEALTH MANAGEMENT LLC249,873-3,874$18.4M-$503.5K-1.5%
Sienna Gestion107,7000$6.8M-$502.1K0.0%
LEVEL FOUR ADVISORY SERVICES, LLC7,845-6,592$577.6K-$497.8K-45.7%
SS&H Financial Advisors, Inc.6,4890$478-$482.9K0.0%
Sustainable Insight Capital Management, LLC13,504-5,600$994.3K-$428.3K-29.3%
TRUIST FINANCIAL CORP52,401-5,141$3.9M-$428.0K-8.9%
CIBC Private Wealth Group LLC39,086-5,228$2.9M-$422.9K-11.8%
Boston Partners24,236-5,314$1.8M-$416.7K-18.0%
Cohen Klingenstein LLC107,867-4,326$7.9M-$415.0K-3.9%
KORNITZER CAPITAL MANAGEMENT INC /KS77,597-4,606$5.7M-$409.8K-5.6%
Skandinaviska Enskilda Banken AB (publ)137,421-3,836$10.1M-$403.9K-2.7%
Mesirow Financial Investment Management, Inc.8,517-5,223$627.1K-$396.5K-38.0%
Independence Bank of Kentucky8,929-5,140$657.4K-$390.6K-36.5%
OPPENHEIMER ASSET MANAGEMENT INC.150,027-3,421$11.0M-$383.9K-2.2%
WORLDQUANT MILLENNIUM ADVISORS LLC14,961-4,956$1.1M-$381.4K-24.9%
McCollum Christoferson Group LLC59,176-4,420$4.4M-$380.6K-7.0%
Assenagon Asset Management S.A.23,780-4,592$1.8M-$360.5K-16.2%
SIGNATUREFD, LLC15,597-4,638$1.1M-$358.9K-22.9%
K.J. Harrison & Partners Inc92,060-1,930$6.8M-$341.2K-2.0%
111 Capital4,833-4,289$355.8K-$323.2K-47.0%
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE94,216-3,251$6.9M-$323.2K-3.3%
Pathstone Holdings, LLC214,916-1,796$15.8M-$318.4K-0.8%
INTECH INVESTMENT MANAGEMENT LLC20,011-3,883$1.5M-$304.8K-16.3%
CAPTRUST FINANCIAL ADVISORS36,701-3,618$2.7M-$300.8K-9.0%
FIFTH THIRD BANCORP45,527-3,500$3.4M-$299.9K-7.1%
Granite Investment Partners, LLC16,523-3,813$1.2M-$298.2K-18.8%
US BANCORP \DE\108,413-2,669$8.0M-$292.1K-2.4%
COMMERCE BANK44,951-3,323$3.3M-$286.2K-6.9%
EagleClaw Capital Managment, LLC17,242-3,529$1.3M-$277.7K-17.0%
Rockefeller Capital Management L.P.36,050-3,072$2.7M-$259.9K-7.8%
CHILTON INVESTMENT CO INC.12,033-3,307$886.0K-$256.7K-21.6%
Boston Common Asset Management, LLC42,048-2,937$3.1M-$254.9K-6.5%
Moors & Cabot, Inc.20,735-3,175$1.5M-$254.3K-13.3%
YOUSIF CAPITAL MANAGEMENT, LLC7,464-2,950$524.0K-$251.7K-28.3%
TILIA FIDUCIARY PARTNERS, INC.28,870-3,037$2.1M-$251.1K-9.5%
Fiduciary Trust Co7,503-3,270$552.4K-$250.0K-30.4%
Cannell & Spears LLC124,104-1,883$9.1M-$247.0K-1.5%
Prevatt Capital Ltd280,0000$20.6M-$240.8K0.0%
Heronetta Management, L.P.89,3000$9.0M-$232.2K0.0%
Chesley Taft & Associates LLC28,107-2,749$2.1M-$228.9K-8.9%
BROWN ADVISORY INC10,479-2,856$771.6K-$221.8K-21.4%
Formidable Asset Management, LLC15,261-1,876$1.1M-$221.6K-10.9%
Heathbridge Capital Management Ltd.117,675-1,850$8.7M-$221.0K-1.5%
CREDIT AGRICOLE S A79,303-2,027$5.8M-$219.2K-2.5%
Vanguard Personalized Indexing Management, LLC39,412-2,451$2.9M-$218.8K-5.8%
Manhattan West Asset Management, LLC35,517-2,389$2.6M-$208.5K-6.3%
CULLEN INVESTMENT GROUP, LTD.27,864-522$2.0M-$208.2K-1.8%
IHT Wealth Management, LLC7,469-2,608$550.0K-$200.7K-25.9%
Coleford Investment Management Ltd.132,151-1,345$9.7M-$195.8K-1.0%
Busey Bank145,644-947$10.7M-$195.7K-0.6%
TRANSCEND CAPITAL ADVISORS, LLC9,805-2,473$721.9K-$192.6K-20.1%
Maryland State Retirement & Pension System96,706-1,269$7.1M-$171.7K-1.3%
Advisory Services Network, LLC4,513-2,251$332.3K-$171.6K-33.3%
HighPoint Advisor Group LLC11,519-2,133$848.1K-$168.8K-15.6%
TD PRIVATE CLIENT WEALTH LLC57-2,260$4.2K-$168.4K-97.5%
Skye Global Management LP192,5000$14.2M-$165.6K0.0%
Elyxium Wealth, LLC1,101-2,130$81.1K-$159.6K-65.9%
D.A. DAVIDSON & CO.24,908-1,838$1.8M-$158.3K-6.9%
GHP Investment Advisors, Inc.28,101-1,780$2.1M-$156.8K-6.0%
OSAIC HOLDINGS, INC.78,517-736$5.8M-$154.3K-0.9%
JOHNSON INVESTMENT COUNSEL INC11,054-1,926$813.9K-$153.0K-14.8%
Calamos Wealth Management LLC153,882-247$11.3M-$150.7K-0.2%
CONGRESS ASSET MANAGEMENT CO31,602-1,575$2.3M-$144.5K-4.7%
Financial Partners Group, Inc47,707-1,768$3.5M-$138.9K-3.6%
STERLING INVESTMENT MANAGEMENT, LLC51,018-1,238$3.8M-$136.1K-2.4%
GPM Growth Investors, Inc.34,261-1,426$2.5M-$135.7K-4.0%
CARY STREET PARTNERS FINANCIAL LLC102,836-589$7.6M-$132.3K-0.6%
TWO SIGMA SECURITIES, LLC3,883-1,724$285.9K-$131.8K-30.7%
Madison Asset Management, LLC24,579-1,450$1.8M-$129.1K-5.6%
Estabrook Capital Management95,800-600$7.1M-$127.1K-0.6%
SYON CAPITAL LLC11,326-1,564$833.9K-$126.2K-12.1%
MML INVESTORS SERVICES, LLC33,179-1,302$2.4M-$125.6K-3.8%
EVERETT HARRIS & CO /CA/77,423-757$5.7M-$123.0K-1.0%
Sound View Wealth Advisors Group, LLC6,691-1,563$492.7K-$122.2K-18.9%
MERCER GLOBAL ADVISORS INC /ADV17,779-1,417$1.3M-$120.8K-7.4%
Woodbridge Co Ltd140,3850$10.3M-$120.7K0.0%
NICOLA WEALTH MANAGEMENT LTD.141,5000$10.4M-$120.3K0.0%
Redmond Asset Management, LLC30,929-1,248$2.3M-$119.6K-3.9%
CLOVERFIELDS CAPITAL GROUP, LP96,838-450$7.1M-$116.4K-0.5%
MAI Capital Management6,930-1,447$510.3K-$113.7K-17.3%
JONES FINANCIAL COMPANIES LLLP49,659-1,598$3.7M-$113.1K-3.1%
Caprock Group, LLC7,968-1,204$588.1K-$110.7K-13.1%
Envestnet Portfolio Solutions, Inc.3,179-1,418$234.2K-$108.3K-30.8%
Ramirez Asset Management, Inc.57,356-788$4.2M-$108.0K-1.4%
CENTRAL TRUST Co100,163-252$7.4M-$104.9K-0.3%
Elefante Mark B6,335-1,255$466.4K-$98.9K-16.5%
EQUITABLE TRUST CO47,654-760$3.5M-$97.6K-1.6%
GREAT LAKES ADVISORS, LLC15,762-1,117$1.2M-$96.8K-6.6%
USS Investment Management Ltd166,7700$12.3M-$94.4K0.0%
REAVES W H & CO INC8,191-1,153$603.1K-$92.9K-12.3%
Erste Asset Management GmbH84,9740$6.3M+$92.9K0.0%
KESTRA PRIVATE WEALTH SERVICES, LLC20,578-983$1.5M-$90.9K-4.5%
Summit Trail Advisors, LLC21,942-936$1.6M-$90.7K-4.1%
Diligent Investors, LLC28,020-872$2.1M-$89.1K-3.0%
Atlantic Union Bankshares Corp8,496-1,076$625.6K-$87.5K-11.2%
EVERGREEN CAPITAL MANAGEMENT LLC3,080-1,108$227.3K-$85.3K-26.4%
AMERIFLEX GROUP, INC.1,125-1,125$82.9K-$84.7K-50.0%
Utah Retirement Systems104,7970$7.7M-$81.2K0.0%
EDMOND DE ROTHSCHILD HOLDING S.A.4,970-1,030$365.9K-$81.0K-17.2%
EXENCIAL WEALTH ADVISORS, LLC18,720-869$1.4M-$80.9K-4.4%
Versant Capital Management, Inc2,283-1,051$168.3K-$80.1K-31.5%
INTRUST BANK NA3,721-1,010$274.0K-$78.4K-21.3%
IEQ CAPITAL, LLC17,157-841$1.3M-$77.4K-4.7%
ASPIRIANT, LLC8,874-925$653.4K-$76.5K-9.4%
ALERUS FINANCIAL NA1,147-999$84.5K-$75.4K-46.5%
DigitalBridge Group, Inc.9,000-900$662.7K-$74.8K-9.1%
Windmill Hill Asset Management Ltd36,205-552$2.7M-$72.3K-1.5%
Harbour Capital Advisors, LLC8,322-565$620.5K-$70.8K-6.3%
Johnson Financial Group, Inc.1,046-921$77.3K-$69.6K-46.8%
PRINCIPAL SECURITIES, INC.4,246-842$312.6K-$66.4K-16.5%
Venturi Wealth Management, LLC9,294-782$684.3K-$66.2K-7.8%
VIAWEALTH, LLC5,948-820$438.0K-$66.2K-12.1%
Covea Finance99,9340$7.4M-$64.7K0.0%
Bogart Wealth, LLC3,618-800$266.4K-$62.7K-18.1%
Guardian Partners Inc.20,041-297$1.6M+$62.5K-1.5%
Corps Capital Advisors, LLC11,426-700$841.3K-$62.0K-5.8%
Steward Partners Investment Advisory, LLC10,793-696$794.7K-$61.1K-6.0%
DAYMARK WEALTH PARTNERS, LLC4,227-760$311.2K-$60.2K-15.2%
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC57,339-142$4.2M-$59.9K-0.2%
NISA INVESTMENT ADVISORS, LLC65,4290$4.8M-$56.1K0.0%
Clearstead Advisors, LLC12,758-601$939.4K-$55.7K-4.5%
First Washington CORP33,086-353$2.4M-$54.7K-1.1%
Concorde Financial Corp39,259-398$3.0M+$53.6K-1.0%
Dakota Wealth Management5,603-633$412.6K-$51.9K-10.2%
LGT Fund Management Co Ltd.76,3880$5.7M-$50.7K0.0%
CONNABLE OFFICE INC13,931-494$1.0M-$48.8K-3.4%
GPS Wealth Strategies Group, LLC438-621$32.3K-$46.6K-58.6%
STOCK YARDS BANK & TRUST CO12,595-475$927.4K-$46.2K-3.6%
Aster Capital Management (DIFC) Ltd105-602$7.7K-$44.9K-85.1%
Genus Capital Management Inc.12,849-458$947.2K-$44.1K-3.4%
QUADRANT CAPITAL GROUP LLC19,332-365$1.4M-$43.8K-1.9%
Checchi Capital Advisers, LLC4,118-540$303.2K-$43.8K-11.6%
Stratos Wealth Partners, LTD.6,011-501$442.7K-$42.4K-7.7%
MARSHALL WACE, LLP5,096-504$375.2K-$41.9K-9.0%
SECURED RETIREMENT ADVISORS, LLC10,968-435$807.6K-$41.8K-3.8%
Miracle Mile Advisors, LLC10,987-433$809.0K-$41.7K-3.8%
Vontobel Holding Ltd.16,053-364$1.2M-$40.9K-2.2%
Parallel Advisors, LLC20,588-304$1.5M-$40.4K-1.4%
Tradewinds, LLC.4,121-484$303.4K-$39.6K-10.5%
Compound Planning, Inc.7,036-441$518.1K-$38.9K-5.9%
Institute for Wealth Management, LLC.25,466-218$1.9M-$38.1K-0.8%
Foster Group, Inc.4,195-462$308.9K-$38.0K-9.9%
Manchester Capital Management LLC126-492$9.3K-$36.8K-79.6%
Sterling Capital Management LLC11,031-362$812.2K-$36.5K-3.2%
Heritage Wealth Management, Inc.5,353-425$394.1K-$36.3K-7.3%
Frank, Rimerman Advisors LLC17,515-284$1.3M-$36.2K-1.6%
GAMMA Investing LLC2,665-447$196.2K-$35.6K-14.4%
GABELLI FUNDS LLC38,8400$2.9M-$33.4K0.0%
CHAPIN DAVIS, INC.3,494-405$257.2K-$33.2K-10.4%
Prime Capital Investment Advisors, LLC14,926-270$1.1M-$32.9K-1.8%
Cherokee Insurance Co38,0680$2.8M-$32.7K0.0%
Curi Capital, LLC35,515-29$2.6M-$32.6K-0.1%
Waverly Advisors, LLC11,908-294$876.8K-$32.2K-2.4%
Ensign Peak Advisors, Inc41,1500$3.0M-$31.9K0.0%
Circle Wealth Management, LLC17,600-213$1.3M-$31.0K-1.2%
Act Two Investors LLC35,1810$2.6M-$30.3K0.0%
Farther Finance Advisors, LLC2,011-368$148.2K-$29.1K-15.5%
NOVEM GROUP9,146-279$673.4K-$28.6K-3.0%
PERSONAL CFO SOLUTIONS, LLC14,749-206$1.1M-$28.0K-1.4%
Essex Financial Services, Inc.4,636-310$341.3K-$27.1K-6.3%
Gilliland Jeter Wealth Management LLC13,722-193$1.0M-$26.2K-1.4%
Pacifica Partners Inc.1,815-340$134.8K-$26.0K-15.8%
Tanager Wealth Management LLP3,151-305$232.5K-$25.4K-8.8%
Evelyn Partners Investment Management (Europe) Ltd 4,2300$311.4K-$24.9K0.0%
TRUST CO OF VERMONT2,510-300$184.8K-$24.5K-10.7%
Lido Advisors, LLC2,879-302$214.1K-$23.3K-9.5%
Merit Financial Group, LLC10,370-191$763.5K-$23.2K-1.8%
Legacy Bridge, LLC4,439-258$326.8K-$23.0K-5.5%
ROTHSCHILD INVESTMENT LLC1,951-288$143.8K-$23.0K-12.9%
STRS OHIO4,787-258$352.9K-$22.9K-5.1%
GAMCO INVESTORS, INC. ET AL3,196-270$235.4K-$22.9K-7.8%
Sound Stewardship, LLC6,804-225$501.0K-$22.6K-3.2%
Gen-Wealth Partners Inc750-288$55.2K-$22.1K-27.7%
Argent Trust Co10,093-154$743.2K-$20.1K-1.5%
Apollon Wealth Management, LLC11,450-139$843.3K-$20.0K-1.2%
RITHOLTZ WEALTH MANAGEMENT6,472-187$476.5K-$19.5K-2.8%
COLDSTREAM CAPITAL MANAGEMENT INC12,059-121$887.9K-$19.4K-1.0%
Golden State Equity Partners4,274-209$314.7K-$19.2K-4.7%
MARIETTA INVESTMENT PARTNERS LLC12,096-110$890.6K-$18.6K-0.9%
Washington Trust Advisors, Inc.3,995-200$294.2K-$18.3K-4.8%
Sequoia Financial Advisors, LLC14,578-77$1.1M-$18.3K-0.5%
Hilltop Holdings Inc.9,223-138$679.1K-$18.2K-1.5%
Spire Wealth Management115-242$8.5K-$18.1K-67.8%
MassMutual Private Wealth & Trust, FSB1,013-229$74.6K-$17.9K-18.4%
Morey & Quinn Wealth Partners, LLC5,668-175$417.3K-$17.9K-3.0%
PARK NATIONAL CORP /OH/7,668-151$564.6K-$17.8K-1.9%
Covenant Partners, LLC20,5910$1.5M-$17.7K0.0%
CONTINENTAL INVESTORS SERVICES, INC.6,292-51$467.7K-$17.6K-0.8%
MGO ONE SEVEN LLC8,060-141$593.5K-$17.4K-1.7%
AlTi Global, Inc.18,492-5$1.4M-$16.4K-0.0%
Harbor Advisors LLC18,7460$1.4M-$16.1K0.0%
Abound Wealth Management29-214$2.1K-$16.0K-88.1%
Mayflower Financial Advisors, LLC12,989-74$957.7K-$15.6K-0.6%
ASR Vermogensbeheer N.V.20,1180$1.5M-$15.6K0.0%
Affinity Capital Advisors, LLC6,9350$510.6K-$15.5K0.0%
BRADLEY FOSTER & SARGENT INC/CT3,836-144$282.5K-$14.0K-3.6%
Canoe Financial LP4,468-133$329.0K-$13.6K-2.9%
CITIZENS FINANCIAL GROUP INC/RI2,921-147$215.1K-$13.5K-4.8%
CHILTON CAPITAL MANAGEMENT LLC234-176$17.2K-$13.3K-42.9%
CONWAY CAPITAL MANAGEMENT, INC.15,3530$1.1M-$13.2K0.0%
Geneos Wealth Management Inc.9,909-58$729.6K-$12.8K-0.6%
Chicago Partners Investment Group LLC7,795-9$567.7K-$12.7K-0.1%
Golden State Wealth Management, LLC1,213-150$89.3K-$12.2K-11.0%
Quad-Cities Investment Group, LLC11,933-22$878.6K-$11.9K-0.2%
Carnegie Investment Counsel13,6330$1.0M-$11.7K0.0%
SHELTON CAPITAL MANAGEMENT13,4500$990.3K-$11.6K0.0%
Hardy Reed LLC4,422-103$325.6K-$11.5K-2.3%
Larson Financial Group LLC1,305-138$96.1K-$11.4K-9.6%
CALDWELL SUTTER CAPITAL, INC.13,2500$975.6K-$11.4K0.0%
Austin Asset Management Co Inc12,8430$945.6K-$11.0K0.0%
MMCAP International Inc. SPC12,8000$942.5K-$11.0K0.0%
Supplemental Annuity Collective Trust of NJ12,3040$905.9K-$10.6K0.0%
ORG Partners LLC360-137$26.5K-$10.5K-27.6%
WEALTH ALLIANCE, LLC6,218-69$457.8K-$10.5K-1.1%
FIRST MANHATTAN CO. LLC.13,1040$968.3K-$10.2K0.0%
TIAA TRUST, NATIONAL ASSOCIATION8,829-33$650.1K-$10.1K-0.4%
Peregrine Asset Advisers, Inc.4,000-87$294.5K-$9.9K-2.1%
Annis Gardner Whiting Capital Advisors, LLC11,4240$843.0K-$9.8K0.0%
First Commonwealth Financial Corp /PA/5,000-66$368.1K-$9.2K-1.3%
Columbia Bank2,8840$212.3K-$9.0K0.0%
STEPHENS INC /AR/5,417-59$472.1K-$9.0K-1.1%
Legacy Financial Strategies, LLC10,1920$750.4K-$8.8K0.0%
Timelo Investment Management Inc.10,0000$736.3K-$8.6K0.0%
Bath Savings Trust Co4,595-60$338.3K-$8.4K-1.3%
Successful Portfolios LLC2,808-1$200.9K-$8.3K-0.0%
FIRST HORIZON CORP5,513-47$405.9K-$8.2K-0.8%
HIGHLINE WEALTH PARTNERS LLC17-109$1.3K-$8.1K-86.5%
Platform Technology Partners7,394-31$545.1K-$8.1K-0.4%
Forvis Mazars Wealth Advisors, LLC9,2860$683.7K-$8.0K0.0%
Waldron Private Wealth LLC9,1830$676.1K-$7.9K0.0%
Atlatl Advisers LLC3,029-71$223.0K-$7.9K-2.3%
Quent Capital, LLC518-100$38.2K-$7.9K-16.2%
Asset Management Group, Inc.9,0460$666.1K-$7.8K0.0%
Private Capital Advisors, Inc.9,0000$662.7K-$7.7K0.0%
Nova R Wealth, Inc.3,808-59$280.4K-$7.7K-1.5%
Union Bancaire Privee, UBP SA19,878-54$1.3M+$7.5K-0.3%
Accent Capital Management, LLC8,7500$645.7K-$7.5K0.0%
Meriwether Wealth & Planning, LLC8,5860$632.2K-$7.4K0.0%
PRINCETON CAPITAL MANAGEMENT LLC8,2600$608.2K-$7.1K0.0%
Marex Group plc8,1200$597.9K-$7.0K0.0%
Granite Group Advisors, LLC3,529-52$259.8K-$6.9K-1.4%
Cresset Asset Management, LLC10,810-11$798.1K-$6.8K-0.1%
LRI Investments, LLC636-83$46.9K-$6.7K-11.5%
MISSION WEALTH MANAGEMENT, LP2,782-56$204.8K-$6.6K-2.0%
Obermeyer Wealth Partners4,692-34$345.5K-$6.6K-0.7%
SITTNER & NELSON, LLC1,1000$88.4K+$6.5K0.0%
Cohen Capital Management, Inc.7,5000$552.2K-$6.5K0.0%
Premier Fund Managers Ltd173,693-89,021$12.9K-$6.4K-33.9%
Bridgewater Advisors Inc.4,125-93$297.0K+$6.3K-2.2%
WESBANCO BANK INC7,3100$538.2K-$6.3K0.0%
Kennebec Savings Bank558-77$41.1K-$6.2K-12.1%
Colonial Trust Advisors559-75$41.2K-$6.1K-11.8%
WULFF, HANSEN & CO.7,0390$518.3K-$6.1K0.0%
Waycross Investment Management Co6,9120$508.9K-$5.9K0.0%
Tacita Capital Inc160-77$11.8K-$5.9K-32.5%
Quantum Portfolio Management LLC6,7530$497.2K-$5.8K0.0%
Forum Financial Management, LP4,268-28$314.3K-$5.8K-0.7%
Triasima Portfolio Management inc.7,3400$541.1K-$5.7K0.0%
Nemes Rush Group LLC85-75$6.3K-$5.7K-46.9%
Addison Advisors LLC149-73$11.0K-$5.6K-32.9%
Walker Asset Management, LLC6,2140$457.5K-$5.3K0.0%
Midwest Financial Group LLC6,1750$454.7K-$5.3K0.0%
Summit Asset Management, LLC6,0060$442.2K-$5.2K0.0%
Key Financial Inc4,6790$345.0K-$5.1K0.0%
First City Capital Management, Inc.5,7100$420.4K-$4.9K0.0%
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/5,7750$425.4K-$4.8K0.0%
TRED AVON FAMILY WEALTH, LLC5,5490$408.6K-$4.8K0.0%
ANCHOR CAPITAL ADVISORS LLC2,873-28$211.5K-$4.6K-1.0%
FIRST CITIZENS BANK & TRUST CO3,252-23$239.4K-$4.5K-0.7%
VISTA INVESTMENT PARTNERS LLC5,2010$382.9K-$4.5K0.0%
Dana Investment Advisors, Inc.5,0810$374.1K-$4.4K0.0%
Citizens National Bank Trust Department5,0490$371.8K-$4.3K0.0%
Cullen Capital Management, LLC4,9040$361.1K-$4.2K0.0%
South Street Advisors LLC4,7500$349.7K-$4.1K0.0%
OAKLAND FINANCIAL CORP4,6140$339.7K-$4.0K0.0%
Arista Wealth Management, LLC4,5400$334.3K-$3.9K0.0%
Barnett & Company, Inc.4,5250$333.2K-$3.9K0.0%
Sunbelt Securities, Inc.619-43$45.6K-$3.7K-6.5%
SCHNIEDERS CAPITAL MANAGEMENT, LLC.4,6930$346.0K-$3.6K0.0%
Baldwin Investment Management, LLC4,1850$308.1K-$3.6K0.0%
WEXFORD CAPITAL LP4,1000$301.9K-$3.5K0.0%
LCNB CORP4,0960$301.6K-$3.5K0.0%
Wilkinson Global Asset Management LLC4,0350$297.1K-$3.5K0.0%
DekaBank Deutsche Girozentrale237,9360$20.8K+$3.5K0.0%
Knollwood Investment Advisory, LLC3,9190$288.6K-$3.4K0.0%
BLB&B Advisors, LLC4,2300$311.9K-$3.3K0.0%
Triangle Securities Wealth Management3,8050$280.2K-$3.3K0.0%
Clarius Group, LLC3,004-9$221.2K-$3.3K-0.3%
Montis Financial, LLC3,6760$270.7K-$3.2K0.0%
MONTAG A & ASSOCIATES INC3,6340$268.2K-$3.1K0.0%
Jefferies Financial Group Inc.3,9720$292.8K-$3.1K0.0%
Bell Investment Advisors, Inc98-40$7.2K-$3.1K-29.0%
1620 INVESTMENT ADVISORS, INC.1,382-25$101.8K-$3.0K-1.8%
Intrua Financial, LLC3,5450$261.0K-$3.0K0.0%
Roxbury Financial LLC506-35$37.2K-$3.0K-6.5%
NIXON PEABODY TRUST CO3,5000$257.7K-$3.0K0.0%
Ballentine Partners, LLC3,282-2$241.7K-$3.0K-0.1%
LEAVELL INVESTMENT MANAGEMENT, INC.3,3080$244.1K-$2.8K0.0%
WIMMER ASSOCIATES 1, LLC3,2180$236.9K-$2.8K0.0%
NAPLES GLOBAL ADVISORS, LLC3,2720$241.5K-$2.7K0.0%
Caliber Wealth Management, LLC / KS3,1710$233.5K-$2.7K0.0%
PATRON PARTNERS, LLC3,0400$223.8K-$2.6K0.0%
Quaker Wealth Management, LLC3,0020$221.0K-$2.6K0.0%
Fulton Bank, N.A.2,9540$217.5K-$2.5K0.0%
RFG - Bristol Wealth Advisors, LLC2,9300$215.7K-$2.5K0.0%
OAK HARBOR WEALTH PARTNERS, LLC2,8910$212.9K-$2.5K0.0%
Berkeley, Inc2,8840$212.3K-$2.5K0.0%
Hara Capital LLC2,7980$206.0K-$2.4K0.0%
NATIXIS ADVISORS, LLC616,956-24,858$45.4K-$2.4K-3.9%
Citrine Capital LLC2,7500$202.5K-$2.4K0.0%
Heritage Wealth Advisors2,6250$193.3K-$2.3K0.0%
Jackson, Grant Investment Advisers, Inc.2,8800$212.3K-$2.2K0.0%
ATWOOD & PALMER INC2,3990$176.6K-$2.1K0.0%
True Wealth Design, LLC70-25$5.2K-$1.9K-26.3%
HARBOUR INVESTMENTS, INC.2,1440$157.9K-$1.8K0.0%
MOTCO2,0540$151.2K-$1.8K0.0%
PRICE T ROWE ASSOCIATES INC /MD/73,913-22,833$5.4K-$1.8K-23.6%
WPG Advisers, LLC307-20$22.6K-$1.8K-6.1%
Parkside Financial Bank & Trust1,9670$144.8K-$1.7K0.0%
Physician Wealth Advisors, Inc.82-20$6.0K-$1.6K-19.6%
Gulf International Bank (UK) Ltd45,6130$3.4K-$1.4K0.0%
CoreCap Advisors, LLC1,5350$113.0K-$1.3K0.0%
CVA Family Office, LLC1,4020$103.2K-$1.2K0.0%
OAKWORTH CAPITAL, INC.1,4010$103.2K-$1.2K0.0%
GABLES CAPITAL MANAGEMENT INC.1,2960$95.4K-$1.1K0.0%
Pinnacle Bancorp, Inc.1,2500$92.0K-$1.1K0.0%
Crews Bank & Trust1,2500$92.0K-$1.1K0.0%
Cornerstone Planning Group LLC489-9$35.1K-$1.1K-1.8%
Murphy & Mullick Capital Management Corp1,2300$90.6K-$1.1K0.0%
Cheviot Value Management, LLC4000$28.7K-$1.0K0.0%
Rosenberg Matthew Hamilton1,1870$87.4K-$1.0K0.0%
REXFORD CAPITAL INC1,1500$84.7K-$9890.0%
ST GERMAIN D J CO INC1,1250$82.8K-$9670.0%
Beaird Harris Wealth Management, LLC1,1210$82.5K-$9640.0%
EXCHANGE TRADED CONCEPTS, LLC53-11$3.9K-$865-17.2%
OLD POINT TRUST & FINANCIAL SERVICES N A1,0000$73.6K-$8600.0%
ORG Wealth Partners, LLC128-10$9.4K-$854-7.2%
Transamerica Financial Advisors, LLC24-11$1.8K-$838-31.4%
CREATIVE FINANCIAL DESIGNS INC /ADV9320$68.6K-$8010.0%
Granite FO LLC1,0000$73.7K-$7770.0%
VSM Wealth Advisory, LLC8500$62.6K-$7310.0%
JFS WEALTH ADVISORS, LLC156-7$11.5K-$655-4.3%
Bare Financial Services, Inc63-8$4.6K-$650-11.3%
DUNCKER STREETT & CO INC7200$53.0K-$6190.0%
CHAPMAN FINANCIAL GROUP, LLC7030$51.8K-$6050.0%
AdvisorNet Financial, Inc6960$51.2K-$5990.0%
CITY HOLDING CO6880$50.7K-$5920.0%
Glen Eagle Advisors, LLC7050$51.9K-$5700.0%
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA7400$54.6K-$5630.0%
NBT BANK N A /NY6500$47.9K-$5590.0%
HAGER INVESTMENT MANAGEMENT SERVICES, LLC6400$47.1K-$5510.0%
Coastline Trust Co6400$47.1K-$5510.0%
Sound Income Strategies, LLC1670$12.1K-$5360.0%
Curat Global, LLC6050$44.5K-$5200.0%
Community Bank, N.A.5420$39.9K-$4660.0%
SJS Investment Consulting Inc.5250$38.7K-$4520.0%
CONSULTIVA WEALTH MANAGEMENT, CORP.5200$38.3K-$4480.0%
Millstone Evans Group, LLC5040$37.1K-$4330.0%
Anchor Investment Management, LLC5000$36.8K-$4300.0%
Colonial Trust Co / SC5000$36.8K-$4300.0%
Financial Perspectives, Inc5000$36.8K-$4300.0%
YANKCOM Partnership4920$36.2K-$4230.0%
Asset Dedication, LLC4470$32.9K-$3850.0%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC4350$32.0K-$3740.0%
Bernard Wealth Management Corp.4350$32.0K-$3740.0%
Stone House Investment Management, LLC107-3$7.9K-$316-2.7%
Westside Investment Management, Inc.5030$37.3K-$3020.0%
Lavaca Capital LLC3450$25.4K-$2970.0%
SBI Securities Co., Ltd.67-3$4.9K-$281-4.3%
TOTH FINANCIAL ADVISORY CORP3020$22.2K-$2590.0%
BIRCHBROOK, INC.2880$21.2K-$2480.0%
Core Alternative Capital2880$21.2K-$2480.0%
Fortitude Family Office, LLC198-1$14.6K-$245-0.5%
BESSEMER GROUP INC42,945-2,365$3.2K-$215-5.2%
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/2420$17.8K-$2090.0%
Bank & Trust Co2420$17.8K-$2090.0%
RESOURCES MANAGEMENT CORP /CT/ /ADV225-817$17-$193-78.4%
New Millennium Group LLC2110$15.6K-$1770.0%
Solstein Capital, LLC1750$12.9K-$1510.0%
Bollard Group LLC4,329-1,791$319-$137-29.3%
SG Americas Securities, LLC4,920-1,728$362-$133-26.0%
TD Capital Management LLC1500$11.0K-$1290.0%
HRT FINANCIAL LP20,524-1,484$1.5K-$128-6.7%
Vermillion Wealth Management, Inc.1420$10.5K-$1230.0%
Princeton Global Asset Management LLC1330$9.8K-$1140.0%
PARK AVENUE SECURITIES LLC12,827-1,291$946-$106-9.1%
Pflug Koory, LLC1150$8.5K-$990.0%
SouthState Corp1150$8.5K-$980.0%
Janney Montgomery Scott LLC86,805-240$6.4K-$93-0.3%
Cherry Tree Wealth Management, LLC1050$7.7K-$900.0%
Cambridge Investment Research Advisors, Inc.21,257-750$1.6K-$73-3.4%
PEAPACK GLADSTONE FINANCIAL CORP24,945-669$1.8K-$71-2.6%
Private Wealth Management Group, LLC830$6.1K-$710.0%
Kozak & Associates, Inc.520$3.7K+$640.0%
Plante Moran Financial Advisors, LLC730$5.4K-$630.0%
Westfuller Advisors, LLC660$4.9K-$570.0%
HFM Investment Advisors, LLC620$4.6K-$520.0%
VALLEY NATIONAL ADVISERS INC2,071-603$152-$46-22.6%
BOSTON FAMILY OFFICE LLC4,453-550$328-$45-11.0%
Harel Insurance Investments & Financial Services Ltd.4,006-556$296-$45-12.2%
CIGNA INVESTMENTS INC /NEW16,280-365$1.2K-$40-2.2%
Canal Insurance CO40,3000$3.0K-$350.0%
Hunter Perkins Capital Management, LLC39,6650$2.9K-$340.0%
NATURAL INVESTMENTS, LLC14,448-264$1.1K-$32-1.8%
Creekmur Asset Management LLC00$0-$29
COUNTRY TRUST BANK280$2.1K-$240.0%
Investors Research Corp260$1.9K-$230.0%
Steigerwald, Gordon & Koch Inc.250$1.8K-$210.0%
CURIO WEALTH, LLC2500$18.6K+$170.0%
DHJJ Financial Advisors, Ltd.200$1.5K-$170.0%
JNBA Financial Advisors150$1.1K-$130.0%
SWAN Capital LLC100$736-$90.0%
Close Asset Management Ltd60-80$4-$6-57.1%
HANTZ FINANCIAL SERVICES, INC.865-70$64-$6-7.5%
Bruce G. Allen Investments, LLC60$442-$50.0%
Morningstar Investment Management LLC3,511-20$258-$5-0.6%
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC8,4670$625-$50.0%
Capital Analysts, LLC3,2340$239-$20.0%
Capital Advisors, Ltd. LLC2,3050$170-$20.0%
Hanson & Doremus Investment Management1,4710$108-$20.0%
JTC Employer Solutions Trustee Ltd1,4960$110-$10.0%
CX Institutional8590$63-$10.0%
Avion Wealth3510$25-$10.0%
CANTOR FITZGERALD, L. P.22,6000$1.7M$00.0%
Penserra Capital Management LLC570$4$00.0%
HAZLETT, BURT & WATSON, INC.2160$16$00.0%
NOMURA ASSET MANAGEMENT CO LTD00$0$0
Navigoe, LLC1110$8$00.0%
Coston, McIsaac & Partners840$6$00.0%
Ball & Co Wealth Management Inc.2040$15$00.0%
OGOREK ANTHONY JOSEPH /NY/ /ADV3750$27$00.0%
MIRABELLA FINANCIAL SERVICES LLP19,9460$1.5M$00.0%

Sold Out(122)

ManagerSharesΔ SharesValueΔ Value% Δ
Egerton Capital (UK) LLP0-2,026,311$0-$150.9M
RIVULET CAPITAL, LLC0-1,205,600$0-$89.8M
M.D. Sass, LLC0-745,376$0-$55.5M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC0-588,336$0-$43.8M
HSBC HOLDINGS PLC0-496,342$0-$36.9M
ABN AMRO INVESTMENT SOLUTIONS0-450,491$0-$33.5M
Galibier Capital Management Ltd.0-240,014$0-$17.9M
Davidson Kempner Capital Management LP0-225,000$0-$16.8M
Sycale Advisors (NY) LLC0-189,811$0-$14.1M
WOLVERINE TRADING, LLC0-152,947$0-$11.2M
AXA Investment Managers S.A.0-141,219$0-$10.5M
NEW YORK STATE COMMON RETIREMENT FUND0-122,854$0-$9.2M
COUNTRY CLUB BANK0-81,460$0-$6.0M
CIBC Bancorp USA Inc.0-70,865$0-$5.3M
JARISLOWSKY, FRASER Ltd0-69,573$0-$5.2M
Y-Intercept (Hong Kong) Ltd0-66,355$0-$4.9M
Jackson Square Partners, LLC0-65,169$0-$4.9M
Murchinson Ltd.0-65,000$0-$4.8M
BEACONLIGHT CAPITAL, LLC0-56,656$0-$4.2M
Forge First Asset Management Inc.0-54,411$0-$4.1M
Timber Creek Capital Management LLC0-54,070$0-$4.0M
Cubist Systematic Strategies, LLC0-52,100$0-$3.9M
Tidal Investments LLC0-49,900$0-$3.7M
RENAISSANCE TECHNOLOGIES LLC0-40,860$0-$3.0M
OAK FAMILY ADVISORS, LLC0-40,060$0-$3.0M
Kovitz Investment Group Partners, LLC0-39,105$0-$2.9M
Gibbs Wealth Management0-33,408$0-$2.6M
Inspire Investing, LLC0-32,612$0-$2.4M
M&G PLC0-30,143$0-$2.3M
Glenmede Investment Management, LP0-29,153$0-$2.2M
Templeton & Phillips Capital Management, LLC0-28,660$0-$2.1M
Squarepoint Ops LLC0-23,108$0-$1.7M
KP Management LLC0-22,500$0-$1.7M
Gotham Asset Management, LLC0-22,439$0-$1.7M
Shellback Capital, LP0-20,000$0-$1.5M
James Hambro & Partners LLP0-19,000$0-$1.4M
Laird Norton Wetherby Wealth Management, LLC0-16,800$0-$1.3M
First Affirmative Financial Network0-15,267$0-$1.2M
SANDERS MORRIS HARRIS LLC0-15,354$0-$1.1M
Phraction Management LLC0-15,341$0-$1.1M
Integrated Wealth Concepts LLC0-13,824$0-$1.0M
KLINGENSTEIN FIELDS & CO LP0-12,891$0-$960.3K
PEREGRINE CAPITAL MANAGEMENT LLC0-11,210$0-$835.0K
Scientech Research LLC0-10,705$0-$797.4K
MACQUARIE GROUP LTD0-10,427$0-$776.3K
NEOS Investment Management LLC0-9,739$0-$725.5K
TEMA ETFS LLC0-9,739$0-$725.5K
CAPITAL INSIGHT PARTNERS, LLC0-9,700$0-$722.6K
NJ State Employees Deferred Compensation Plan0-8,652$0-$644.5K
GM Advisory Group, LLC0-8,035$0-$598.6K
Accredited Wealth Management, LLC0-443$0-$516.7K
Verdence Capital Advisors LLC0-6,755$0-$503.0K
Waverton Investment Management Ltd0-6,738$0-$501.7K
Tranquility Partners, LLC0-6,573$0-$489.6K
LWM Advisory Services, LLC0-5,993$0-$446.5K
SYNOVUS FINANCIAL CORP0-5,205$0-$387.7K
Advisor OS, LLC0-5,045$0-$375.8K
Clarendon Private LLC0-4,957$0-$369.2K
DAVIDSON TRUST CO0-4,516$0-$336.4K
Voleon Capital Management LP0-4,456$0-$331.9K
West Family Investments, Inc.0-4,362$0-$324.9K
Avior Wealth Management, LLC0-4,311$0-$321.1K
Edgestream Partners, L.P.0-4,250$0-$316.6K
Strategic Wealth Partners, Ltd.0-4,242$0-$316.0K
tru Independence LLC0-3,962$0-$295.1K
IMS Capital Management0-3,918$0-$291.9K
Burgundy Asset Management Ltd.0-3,561$0-$271.1K
JLB & ASSOCIATES INC0-3,406$0-$253.7K
SATURNA CAPITAL CORP0-3,200$0-$238.4K
Sovran Advisors, LLC0-3,233$0-$234.7K
Boomfish Wealth Group, LLC0-3,104$0-$231.2K
Paragon Capital Management LLC0-3,074$0-$229.0K
STONE RUN CAPITAL, LLC0-3,060$0-$227.9K
Papamarkou Wellner Asset Management inc.0-3,045$0-$226.9K
Stonegate Investment Group, LLC0-3,043$0-$226.7K
SIMON QUICK ADVISORS, LLC0-2,857$0-$226.5K
Rehmann Capital Advisory Group0-3,012$0-$224.4K
GARRISON POINT ADVISORS, LLC0-3,000$0-$223.5K
MARATHON CAPITAL MANAGEMENT0-2,984$0-$222.3K
BENJAMIN EDWARDS INC0-2,885$0-$214.9K
Sage Mountain Advisors LLC0-2,860$0-$213.0K
HBK Sorce Advisory LLC0-2,740$0-$212.8K
1858 WEALTH MANAGEMENT, LLC0-2,790$0-$207.8K
Ascent Group, LLC0-2,789$0-$207.8K
Perigon Wealth Management, LLC0-2,777$0-$206.9K
BRIDGES INVESTMENT MANAGEMENT INC0-2,772$0-$206.5K
Callahan Advisors, LLC0-2,770$0-$206.3K
Sivia Capital Partners, LLC0-2,598$0-$206.0K
Sunpointe, LLC0-2,735$0-$204.2K
Arlington Trust Co LLC0-1,750$0-$130.4K
MATHER GROUP, LLC.0-1,535$0-$114.3K
Sagard Holdings Management Inc.0-1,355$0-$100.8K
Wealthspire Advisors, LLC0-1,280$0-$95.3K
Pathway Financial Advisers, LLC0-1,210$0-$90.1K
OPTIMUM INVESTMENT ADVISORS0-792$0-$59.0K
Ameritas Advisory Services, LLC0-634$0-$47.2K
Parvin Asset Management, LLC0-600$0-$44.7K
SALEM INVESTMENT COUNSELORS INC0-525$0-$39.2K
FSA Wealth Management LLC0-400$0-$29.8K
Caldwell Trust Co0-400$0-$29.8K
North Capital, Inc.0-384$0-$28.6K
CROWLEY WEALTH MANAGEMENT, INC.0-326$0-$24.3K
TruNorth Capital Management, LLC0-288$0-$21.5K
Manning & Napier Advisors LLC0-84$0-$6.3K
Guerra Advisors Inc0-72$0-$5.4K
Binnacle Investments Inc0-70$0-$5.2K
SIMPLEX TRADING, LLC0-65,188$0-$4.9K
Newbridge Financial Services Group, Inc.0-42$0-$3.1K
JPL Wealth Management, LLC0-29$0-$2.2K
Trifecta Capital Advisors, LLC0-28$0-$2.1K
Palisade Asset Management, LLC0-27$0-$2.0K
HALBERT HARGROVE GLOBAL ADVISORS, LLC0-27$0-$2.0K
Private Wealth Asset Management, LLC0-21$0-$1.6K
SHELL ASSET MANAGEMENT CO0-17,110$0-$1.3K
Kimelman & Baird, LLC0-12$0-$894
Virtu Financial LLC0-10,199$0-$760
Clearstead Trust, LLC0-8$0-$596
FDx Advisors, Inc.0-7,185$0-$517
Wiser Advisor Group LLC0-4$0-$302
Cloud Capital Management, LLC0-1,797$0-$134
High Note Wealth, LLC0-1$0-$74
Hemington Wealth Management0-306$0-$22