← All institutions
Institutional Holdings
MDYOwnership Summary
Institutions Holding
552
Total Shares Held
24,602,245
Total Value Held
$14,788,197,394
Quarter
2025-12-31
Active Positions
Increased Positions
11
2,220,945 shares
Decreased Positions
15
104,596 shares
Held Positions
21
17,309 shares
New Positions
500
22,259,395 shares
Sold Out Positions
5
9,142 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Portland Global Advisors LLC | 66,505 | $40,121,000 | New position | 2025-12-31 | |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 63,175 | $44,540,426 | ▲ +83 | 0.56% | 2026-06-30 |
| MassMutual Private Wealth & Trust, FSB | 54,236 | $38,146,348 | ▼ -2,818 | 0.99% | 2026-06-30 |
| Madison Asset Management, LLC | 83,341 | $50,278,248 | New position | 2025-12-31 | |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 17,394 | $12,234,141 | ▼ -191 | 2.75% | 2026-06-30 |
| Canopy Partners, LLC | 16,507 | $9,958,343 | New position | 2025-12-31 | |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 13,936 | $8,407,346 | New position | 2025-12-31 | |
| Community Bank, N.A. | 11,199 | $6,755,992 | New position | 2025-12-31 | |
| Sageworth Trust Co | 9,569 | $6,730,261 | New position | 0.27% | 2026-06-30 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 10,266 | $6,215,815 | New position | 2025-12-31 | |
| Blue Edge Capital, LLC | 7,029 | $4,943,999 | ▼ -1,587 | 0.59% | 2026-06-30 |
| WHALEROCK POINT PARTNERS, LLC | 5,645 | $3,405,516 | New position | 2025-12-31 | |
| Sterling Investment Advisors, Ltd. | 4,098 | $2,472,501 | New position | 2025-12-31 | |
| TRUST POINT INC. | 3,583 | $2,520,067 | ▼ -1 | 0.21% | 2026-06-30 |
| Hilltop Holdings Inc. | 3,696 | $2,229,722 | New position | 2025-12-31 | |
| OLD SECOND NATIONAL BANK OF AURORA | 3,571 | $2,154,313 | New position | 2025-12-31 | |
| Venturi Wealth Management, LLC | 3,150 | $2,215,008 | Unchanged | 0.09% | 2026-06-30 |
| Jones Kertz & Associates, Inc. | 2,953 | $2,076,963 | ▼ -117 | 0.96% | 2026-06-30 |
| KINGSWOOD WEALTH ADVISORS, LLC | 2,554 | $1,540,483 | New position | 2025-12-31 | |
| TOWER BRIDGE ADVISORS | 2,516 | $1,769,603 | Unchanged | 0.16% | 2026-06-30 |
| FIRST FINANCIAL CORP /IN/ | 2,453 | $1,725,293 | Unchanged | 0.60% | 2026-06-30 |
| Montecito Bank & Trust | 2,304 | $1,620,495 | ▲ +147 | 0.24% | 2026-06-30 |
| COZAD ASSET MANAGEMENT INC | 2,148 | $1,510,774 | ▼ -255 | 0.10% | 2026-06-30 |
| Dorsey & Whitney Trust CO LLC | 2,004 | $1,208,974 | New position | 2025-12-31 | |
| Emprise Bank | 2,121 | $1,279,557 | New position | 2025-12-31 | |
| STOCK YARDS BANK & TRUST CO | 1,983 | $1,394,723 | ▼ -40 | 0.04% | 2026-06-30 |
| SVB WEALTH LLC | 1,742 | $1,225,218 | ▼ -125 | 0.08% | 2026-06-30 |
| BRAUN STACEY ASSOCIATES INC | 1,676 | $1,178,797 | ▼ -195 | 0.03% | 2026-06-30 |
| WHITE PINE CAPITAL LLC | 1,810 | $1,092,086 | New position | 2025-12-31 | |
| Towne Trust Company, N.A | 2,740 | $1,652,988 | New position | 2025-12-31 | |
| L & S Advisors Inc | 1,294 | $910,334 | ▲ +5 | 0.09% | 2026-06-30 |
| STAR Financial Bank | 1,157 | $813,764 | ▼ -10 | 0.33% | 2026-06-30 |
| New Hampshire Trust | 1,134 | $797,587 | Unchanged | 0.15% | 2026-06-30 |
| CONNORS INVESTOR SERVICES INC | 1,007 | $708,263 | Unchanged | 0.06% | 2026-06-30 |
| HCR Wealth Advisors | 926 | $651,817 | Unchanged | 0.06% | 2026-06-30 |
| MONOGRAPH WEALTH ADVISORS, LLC | 835 | $588,710 | Unchanged | 0.05% | 2026-06-30 |
| Ancora Advisors LLC | 705 | $495,634 | ▼ -85 | 0.01% | 2026-06-30 |
| Colonial Trust Co / SC | 681 | $478,650 | ▼ -5 | 0.06% | 2026-06-30 |
| CORTLAND ASSOCIATES INC/MO | 621 | $437,000 | ▲ +5 | 0.06% | 2026-06-30 |
| Howard Capital Management Group, LLC | 615 | $432,554 | Unchanged | 0.03% | 2026-06-30 |
| Ledyard National Bank | 569 | $400,200 | Unchanged | 0.03% | 2026-06-30 |
| S.A. Mason LLC | 516 | $362,923 | Unchanged | 0.11% | 2026-06-30 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 466 | $327,756 | Unchanged | 0.04% | 2026-06-30 |
| Boston Trust Walden Corp | 420 | $295,403 | ▼ -225 | 0.00% | 2026-06-30 |
| AMERICAN CAPITAL MANAGEMENT INC | 353 | $248,279 | Unchanged | 0.01% | 2026-06-30 |
| NICHOLS & PRATT ADVISERS LLP /MA | 335 | $235,619 | New position | 0.01% | 2026-06-30 |
| One Capital Management, LLC | 342 | $211,450 | Unchanged | 0.01% | 2026-06-30 |
| Boston Common Asset Management, LLC | 300 | $211,002 | New position | 0.01% | 2026-06-30 |
| VISTA CAPITAL PARTNERS, INC. | 296 | $208,342 | New position | 0.02% | 2026-06-30 |
| Trust Co of the South | 292 | $205,375 | New position | 0.03% | 2026-06-30 |
| ATLAS CAPITAL ADVISORS INC. | 217 | $152,624 | Unchanged | 0.02% | 2026-06-30 |
| Citizens National Bank Trust Department | 168 | $118,161 | Unchanged | 0.02% | 2026-06-30 |
| First Bancorp, Inc /ME/ | 121 | $85,104 | New position | 0.03% | 2026-06-30 |
| Canton Hathaway, LLC | 115 | $80,884 | Unchanged | 0.02% | 2026-06-30 |
| Centennial Bank/AR/ | 110 | $77,367 | Unchanged | 0.02% | 2026-06-30 |
| Perkins Coie Trust Co | 85 | $59,783 | Unchanged | 0.01% | 2026-06-30 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 56 | $39,734 | Unchanged | 0.01% | 2026-06-30 |
| Colonial Trust Advisors | 50 | $35,167 | Unchanged | 0.00% | 2026-06-30 |
| BOSTON FAMILY OFFICE LLC | 11,191 | $7,871 | ▲ +110 | 0.48% | 2026-06-30 |
| Nicollet Investment Management, Inc. | 8,059 | $5,668 | ▲ +230 | 1.75% | 2026-06-30 |
| FLOW TRADERS U.S. LLC | 6,967 | $4,900 | ▼ -1,954 | 0.20% | 2026-06-30 |
| Heritage Wealth Advisors | 2,560 | $1,544,397 | New position | 2025-12-31 | |
| VAUGHAN DAVID INVESTMENTS LLC/IL | 1,626 | $1,144 | Unchanged | 0.02% | 2026-06-30 |
| JMG Financial Group, Ltd. | 0 | $0 | Sold out | 2026-06-30 | |
| TRUST CO OF VERMONT | 0 | $0 | Sold out | 2026-06-30 | |
| JACOBS & CO/CA | 0 | $0 | Sold out | 2026-06-30 | |
| KELLEHER FINANCIAL ADVISORS | 0 | $0 | Sold out | 2026-06-30 | |
| BALLAST ADVISORS LLC | 0 | $0 | Sold out | 2026-06-30 | |
| BANK OF AMERICA CORP /DE/ | 2,120,329 | $1,279,152,165 | ▲ +63,778 | 2025-12-31 | |
| WELLS FARGO & COMPANY/MN | 1,343,298 | $810,385,263 | New position | 2025-12-31 | |
| MORGAN STANLEY | 1,115,655 | $673,053,056 | New position | 2025-12-31 | |
| NORTHERN TRUST CORP | 1,074,994 | $648,522,380 | New position | 2025-12-31 | |
| GOLDMAN SACHS GROUP INC | 1,028,201 | $620,293,099 | New position | 2025-12-31 | |
| US BANCORP \DE\ | 980,650 | $591,608,570 | New position | 2025-12-31 | |
| Pathstone Holdings, LLC | 846,872 | $511,222,553 | New position | 2025-12-31 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 866,731 | $501,207,472 | New position | 2025-12-31 | |
| PNC FINANCIAL SERVICES GROUP, INC. | 704,633 | $425,091,084 | New position | 2025-12-31 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 698,004 | $421,091,853 | New position | 2025-12-31 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 633,310 | $382,013,243 | New position | 2025-12-31 | |
| UBS Group AG | 608,452 | $367,066,923 | New position | 2025-12-31 | |
| RAYMOND JAMES FINANCIAL INC | 557,992 | $336,625,526 | New position | 2025-12-31 | |
| BANK OF MONTREAL /CAN/ | 513,790 | $309,959,366 | New position | 2025-12-31 | |
| CITADEL ADVISORS LLC | 391,734 | $236,325,288 | New position | 2025-12-31 | |
| JPMORGAN CHASE & CO | 370,619 | $223,587,477 | New position | 2025-12-31 | |
| ROYAL BANK OF CANADA | 352,323 | $212,551,000 | New position | 2025-12-31 | |
| ExodusPoint Capital Management, LP | 295,000 | $177,958,750 | New position | 2025-12-31 | |
| Creative Planning | 276,564 | $166,845,593 | New position | 2025-12-31 | |
| WHITTIER TRUST CO | 255,952 | $160,806,496 | New position | 2025-12-31 | |
| MAI Capital Management | 265,202 | $159,990,975 | New position | 2025-12-31 | |
| ALLIANCEBERNSTEIN L.P. | 258,554 | $155,980,457 | New position | 2025-12-31 | |
| BNP PARIBAS FINANCIAL MARKETS | 245,251 | $147,955,023 | New position | 2025-12-31 | |
| Corient Private Wealth LLC | 240,664 | $145,220,343 | New position | 2025-12-31 | |
| HighTower Advisors, LLC | 236,091 | $142,428,906 | New position | 2025-12-31 | |
| Arvest Bank Trust Division | 231,907 | $139,904,854 | New position | 2025-12-31 | |
| Conservest Capital Advisors, Inc. | 214,319 | $129,298,281 | New position | 2025-12-31 | |
| LPL Financial LLC | 174,446 | $105,239,874 | New position | 2025-12-31 | |
| WELCH & FORBES LLC | 166,753 | $100,598,752 | New position | 2025-12-31 | |
| Bank of New York Mellon Corp | 163,633 | $98,716,232 | New position | 2025-12-31 | |
| WADDELL & ASSOCIATES, LLC | 150,332 | $90,692,500 | New position | 2025-12-31 | |
| WHITTIER TRUST CO OF NEVADA INC | 135,660 | $85,231,108 | New position | 2025-12-31 | |
| Cerity Partners LLC | 131,552 | $79,370,755 | New position | 2025-12-31 | |
| Focus Partners Wealth | 121,265 | $73,163,562 | New position | 2025-12-31 | |
| TRUIST FINANCIAL CORP | 120,928 | $72,953,321 | New position | 2025-12-31 | |
| STIFEL FINANCIAL CORP | 120,609 | $72,763,538 | New position | 2025-12-31 | |
| Hills Bank & Trust Co | 117,586 | $70,937,282 | New position | 2025-12-31 | |
| FineMark National Bank & Trust | 116,109 | $70,046,237 | New position | 2025-12-31 | |
| BROWN ADVISORY INC | 113,788 | $68,646,048 | New position | 2025-12-31 | |
| MIRAE ASSET SECURITIES (USA) INC. | 111,131 | $67,043,110 | New position | 2025-12-31 | |
| Mariner, LLC | 104,560 | $63,079,139 | New position | 2025-12-31 | |
| MONTAG A & ASSOCIATES INC | 103,466 | $62,644,730 | New position | 2025-12-31 | |
| TSG Advice Partners, LLC | 103,151 | $62,228,707 | New position | 2025-12-31 | |
| JANE STREET GROUP, LLC | 99,620 | $60,098,754 | New position | 2025-12-31 | |
| BALYASNY ASSET MANAGEMENT L.P. | 90,763 | $54,755,503 | New position | 2025-12-31 | |
| OSAIC HOLDINGS, INC. | 89,938 | $54,339,231 | New position | 2025-12-31 | |
| Cetera Investment Advisers | 86,834 | $52,385,356 | New position | 2025-12-31 | |
| Atlantic Union Bankshares Corp | 86,561 | $52,220,779 | New position | 2025-12-31 | |
| WASHINGTON TRUST Co | 85,815 | $51,770,473 | New position | 2025-12-31 | |
| AMERIPRISE FINANCIAL INC | 82,041 | $49,501,529 | New position | 2025-12-31 | |
| ENVESTNET ASSET MANAGEMENT INC | 78,745 | $47,505,210 | New position | 2025-12-31 | |
| BLAIR WILLIAM & CO/IL | 75,368 | $45,467,997 | New position | 2025-12-31 | |
| BARCLAYS PLC | 74,976 | $45,231,522 | New position | 2025-12-31 | |
| COMMONWEALTH EQUITY SERVICES, LLC | 70,521 | $42,544,131 | New position | 2025-12-31 | |
| CAPTRUST FINANCIAL ADVISORS | 67,994 | $41,019,542 | New position | 2025-12-31 | |
| Midwest Trust Co | 65,015 | $39,222,249 | New position | 2025-12-31 | |
| PITTENGER & ANDERSON INC | 64,832 | $39,111,662 | New position | 2025-12-31 | |
| Ascent Wealth Partners, LLC | 64,328 | $38,807,796 | New position | 2025-12-31 | |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 59,782 | $36,065,285 | New position | 2025-12-31 | |
| Pinnacle Financial Partners, Inc. | 59,240 | $35,739,226 | New position | 2025-12-31 | |
| CITIZENS FINANCIAL GROUP INC/RI | 59,213 | $35,721,808 | New position | 2025-12-31 | |
| PINNACLE ASSOCIATES LTD | 57,751 | $34,840,302 | New position | 2025-12-31 | |
| Lido Advisors, LLC | 54,534 | $32,747,337 | New position | 2025-12-31 | |
| Rockefeller Capital Management L.P. | 53,394 | $32,217,087 | New position | 2025-12-31 | |
| SCS Capital Management LLC | 52,453 | $31,706,564 | New position | 2025-12-31 | |
| MetLife Investment Management, LLC | 52,300 | $31,551,544 | New position | 2025-12-31 | |
| Baird Financial Group, Inc. | 50,502 | $30,466,846 | New position | 2025-12-31 | |
| Chicago Partners Investment Group LLC | 45,582 | $28,996,975 | New position | 2025-12-31 | |
| Walleye Trading LLC | 45,000 | $27,147,600 | New position | 2025-12-31 | |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44,400 | $26,785,632 | New position | 2025-12-31 | |
| Clearstead Advisors, LLC | 44,364 | $26,764,066 | New position | 2025-12-31 | |
| CUMBERLAND ADVISORS INC | 43,947 | $26,512,346 | New position | 2025-12-31 | |
| COMERICA BANK | 43,694 | $26,359,712 | New position | 2025-12-31 | |
| LCM Capital Management Inc | 43,573 | $26,286,700 | New position | 2025-12-31 | |
| Tandem Wealth Advisors LLC | 41,299 | $25,472,611 | New position | 2025-12-31 | |
| Klingman & Associates, LLC | 41,828 | $25,234,118 | New position | 2025-12-31 | |
| CONNING INC. | 38,596 | $23,284,195 | New position | 2025-12-31 | |
| Curi Capital, LLC | 37,832 | $22,904,346 | New position | 2025-12-31 | |
| SummitTX Capital, L.P. | 37,867 | $22,844,404 | New position | 2025-12-31 | |
| JOHNSON INVESTMENT COUNSEL INC | 37,726 | $22,759,177 | New position | 2025-12-31 | |
| FMR LLC | 36,750 | $22,171,038 | New position | 2025-12-31 | |
| 1ST SOURCE BANK | 35,986 | $21,709,634 | New position | 2025-12-31 | |
| BRANT POINT INVESTMENT MANAGEMENT LLC | 350 | $21,114,800 | New position | 2025-12-31 | |
| Composition Wealth, LLC | 34,390 | $20,746,777 | New position | 2025-12-31 | |
| EP Wealth Advisors, LLC | 33,406 | $20,153,387 | New position | 2025-12-31 | |
| Steele Capital Management, Inc. | 33,223 | $20,115,462 | New position | 2025-12-31 | |
| HANCOCK WHITNEY CORP | 32,988 | $19,901,002 | New position | 2025-12-31 | |
| M&T BANK CORP | 39,306 | $19,798,107 | New position | 2025-12-31 | |
| CITIGROUP INC | 32,607 | $19,671,151 | New position | 2025-12-31 | |
| TRUSTMARK BANK TRUST DEPARTMENT | 32,124 | $19,379,767 | New position | 2025-12-31 | |
| MARSHALL WACE, LLP | 32,062 | $19,342,363 | New position | 2025-12-31 | |
| MERCER GLOBAL ADVISORS INC /ADV | 28,772 | $17,362,316 | New position | 2025-12-31 | |
| AQR CAPITAL MANAGEMENT LLC | 27,612 | $16,657,727 | New position | 2025-12-31 | |
| COMMERCE BANK | 26,616 | $16,056,900 | New position | 2025-12-31 | |
| Cresset Asset Management, LLC | 26,294 | $15,920,008 | New position | 2025-12-31 | |
| Serenus Wealth Advisors, LLC | 26,345 | $15,893,291 | New position | 2025-12-31 | |
| Kestra Advisory Services, LLC | 26,119 | $15,757,169 | New position | 2025-12-31 | |
| Wealth Alliance Advisory Group, LLC | 25,516 | $15,393,157 | New position | 2025-12-31 | |
| Simmons Bank | 24,514 | $14,788,198 | New position | 2025-12-31 | |
| MML INVESTORS SERVICES, LLC | 24,099 | $14,538,182 | New position | 2025-12-31 | |
| Qube Research & Technologies Ltd | 23,671 | $14,280,241 | New position | 2025-12-31 | |
| GLENMEDE TRUST CO NA | 23,172 | $13,979,203 | New position | 2025-12-31 | |
| Steward Partners Investment Advisory, LLC | 22,729 | $13,711,871 | New position | 2025-12-31 | |
| Atlantic Edge Private Wealth Management, LLC | 22,486 | $13,565,355 | New position | 2025-12-31 | |
| Savant Capital, LLC | 22,021 | $13,284,419 | New position | 2025-12-31 | |
| Mesirow Financial Investment Management, Inc. | 22,000 | $13,274,096 | New position | 2025-12-31 | |
| DIVERSIFIED MANAGEMENT INC | 21,524 | $12,985,374 | New position | 2025-12-31 | |
| MCF Advisors LLC | 21,143 | $12,779,816 | New position | 2025-12-31 | |
| IMC-Chicago, LLC | 20,869 | $12,589,850 | New position | 2025-12-31 | |
| Caldwell Trust Co | 20,814 | $12,556,670 | New position | 2025-12-31 | |
| FRANKLIN RESOURCES INC | 20,694 | $12,484,277 | New position | 2025-12-31 | |
| Newport Capital Group, LLC | 124,854 | $12,424,962 | New position | 2025-12-31 | |
| OLD NATIONAL BANCORP /IN/ | 20,058 | $12,100,588 | New position | 2025-12-31 | |
| Ameritas Investment Partners, Inc. | 20,045 | $12,092,748 | New position | 2025-12-31 | |
| RBF Capital, LLC | 20,000 | $12,065,600 | New position | 2025-12-31 | |
| BlackRock, Inc. | 19,879 | $11,992,656 | New position | 2025-12-31 | |
| Trifecta Capital Advisors, LLC | 19,564 | $11,802,570 | New position | 2025-12-31 | |
| Merit Financial Group, LLC | 19,254 | $11,615,370 | New position | 2025-12-31 | |
| Callan Family Office, LLC | 18,953 | $11,433,966 | New position | 2025-12-31 | |
| Lutz Financial Services LLC | 18,573 | $11,204,936 | New position | 2025-12-31 | |
| Csenge Advisory Group | 18,514 | $11,169,409 | New position | 2025-12-31 | |
| Wellspring Financial Advisors, LLC | 18,484 | $11,152,685 | New position | 2025-12-31 | |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 18,259 | $11,015,290 | New position | 2025-12-31 | |
| FIRST NATIONAL BANK OF OMAHA | 17,983 | $10,959,738 | New position | 2025-12-31 | |
| IEQ CAPITAL, LLC | 17,432 | $10,516,598 | New position | 2025-12-31 | |
| &PARTNERS | 17,334 | $10,456,960 | New position | 2025-12-31 | |
| BROWN BROTHERS HARRIMAN & CO | 17,272 | $10,419,852 | New position | 2025-12-31 | |
| Torrey-Payne Wealth Management, LLC | 15,800 | $10,046,114 | New position | 2025-12-31 | |
| Granite FO LLC | 16,627 | $10,030,734 | New position | 2025-12-31 | |
| World Investment Advisors | 16,630 | $9,939,642 | New position | 2025-12-31 | |
| Quantinno Capital Management LP | 16,224 | $9,787,884 | New position | 2025-12-31 | |
| Harbour Trust & Investment Management Co | 15,979 | $9,639,811 | New position | 2025-12-31 | |
| Legacy Advisors, LLC | 15,922 | $9,605,624 | New position | 2025-12-31 | |
| AGF MANAGEMENT LTD | 15,794 | $9,528,204 | New position | 2025-12-31 | |
| GFS Advisors, LLC | 15,628 | $9,428,060 | New position | 2025-12-31 | |
| Evercore Wealth Management, LLC | 15,560 | $9,386,741 | New position | 2025-12-31 | |
| Point72 Asset Management, L.P. | 15,380 | $9,278,446 | New position | 2025-12-31 | |
| CAPITAL FUND MANAGEMENT S.A. | 15,200 | $9,169,856 | New position | 2025-12-31 | |
| Capstone Financial Advisors, Inc. | 15,181 | $9,158,541 | New position | 2025-12-31 | |
| NIXON PEABODY TRUST CO | 14,945 | $9,016,020 | New position | 2025-12-31 | |
| SONATA CAPITAL GROUP INC | 14,876 | $8,974,520 | New position | 2025-12-31 | |
| KCM INVESTMENT ADVISORS LLC | 14,456 | $8,721,028 | New position | 2025-12-31 | |
| RMR Wealth Builders | 14,395 | $8,683,966 | New position | 2025-12-31 | |
| OPPENHEIMER & CO INC | 14,232 | $8,585,881 | New position | 2025-12-31 | |
| Legal & General Group Plc | 14,200 | $8,565,795 | New position | 2025-12-31 | |
| Mill Creek Capital Advisors, LLC | 13,994 | $8,442,172 | New position | 2025-12-31 | |
| BEARING POINT CAPITAL, LLC | 13,808 | $8,330,090 | New position | 2025-12-31 | |
| TIAA TRUST, NATIONAL ASSOCIATION | 13,632 | $8,223,913 | New position | 2025-12-31 | |
| TKG Advisors, LLC | 13,309 | $8,028,966 | New position | 2025-12-31 | |
| Busey Bank | 13,070 | $7,884,871 | New position | 2025-12-31 | |
| Focus Partners Advisor Solutions, LLC | 12,922 | $7,795,651 | New position | 2025-12-31 | |
| SEEDS INVESTOR LLC | 12,880 | $7,770,280 | New position | 2025-12-31 | |
| STALEY CAPITAL ADVISERS INC | 12,844 | $7,748,580 | New position | 2025-12-31 | |
| Pacific Center for Financial Services | 12,910 | $7,694,835 | New position | 2025-12-31 | |
| Waverly Advisors, LLC | 12,547 | $7,569,575 | New position | 2025-12-31 | |
| Sand Hill Global Advisors, LLC | 11,929 | $7,196,819 | New position | 2025-12-31 | |
| CMG Global Holdings, LLC | 11,217 | $7,159,778 | New position | 2025-12-31 | |
| Wealthspire Advisors, LLC | 11,822 | $7,132,089 | New position | 2025-12-31 | |
| Meridian Wealth Advisors, LLC | 11,753 | $7,090,569 | New position | 2025-12-31 | |
| Capital Group Private Client Services, Inc. | 11,747 | $7,086,608 | New position | 2025-12-31 | |
| Alexis Investment Partners, LLC | 11,570 | $7,051,040 | New position | 2025-12-31 | |
| Badgley Phelps Wealth Managers, LLC | 11,478 | $6,948,724 | New position | 2025-12-31 | |
| Paulson Wealth Management Inc. | 11,421 | $6,890,137 | New position | 2025-12-31 | |
| NewEdge Wealth, LLC | 11,338 | $6,839,989 | New position | 2025-12-31 | |
| Private Advisor Group, LLC | 11,337 | $6,839,413 | New position | 2025-12-31 | |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 11,325 | $6,832,372 | New position | 2025-12-31 | |
| Linscomb Wealth, Inc. | 11,289 | $6,810,209 | New position | 2025-12-31 | |
| Vestmark Advisory Solutions, Inc. | 11,235 | $6,777,763 | New position | 2025-12-31 | |
| FIRST HORIZON CORP | 11,176 | $6,742,257 | New position | 2025-12-31 | |
| MEANS INVESTMENT CO., INC. | 11,136 | $6,718,092 | New position | 2025-12-31 | |
| HANOVER ADVISORS INC | 11,127 | $6,712,859 | New position | 2025-12-31 | |
| Sanctuary Advisors, LLC | 11,015 | $6,645,250 | New position | 2025-12-31 | |
| Latigo Investments, LLC | 10,962 | $6,613,155 | New position | 2025-12-31 | |
| Pinnacle Wealth Management Advisory Group, LLC | 10,832 | $6,534,558 | New position | 2025-12-31 | |
| CIBC Private Wealth Group LLC | 10,721 | $6,467,987 | New position | 2025-12-31 | |
| Winter & Associates, Inc. | 10,708 | $6,460,003 | New position | 2025-12-31 | |
| Palisade Asset Management, LLC | 10,451 | $6,304,879 | New position | 2025-12-31 | |
| JONES FINANCIAL COMPANIES LLLP | 10,437 | $6,296,499 | New position | 2025-12-31 | |
| G&S Capital LLC | 10,387 | $6,266,389 | New position | 2025-12-31 | |
| RETIREMENT INCOME SOLUTIONS, INC | 10,323 | $6,227,659 | New position | 2025-12-31 | |
| ARBOR TRUST WEALTH ADVISORS, LLC | 10,234 | $6,196,571 | New position | 2025-12-31 | |
| Summit Financial, LLC | 10,229 | $6,193,210 | New position | 2025-12-31 | |
| Diversified Portfolios, Inc. | 10,065 | $6,072,017 | New position | 2025-12-31 | |
| Wilmar Advisors LLC | 10,000 | $6,032,800 | New position | 2025-12-31 | |
| Private Wealth Asset Management, LLC | 9,947 | $6,000,826 | New position | 2025-12-31 | |
| Allworth Financial LP | 9,857 | $5,946,759 | New position | 2025-12-31 | |
| CENTRAL TRUST Co | 9,710 | $5,857,850 | New position | 2025-12-31 | |
| HARBOUR INVESTMENTS, INC. | 9,709 | $5,856,956 | New position | 2025-12-31 | |
| Equitable Holdings, Inc. | 9,703 | $5,853,626 | New position | 2025-12-31 | |
| OPPENHEIMER ASSET MANAGEMENT INC. | 9,648 | $5,820,445 | New position | 2025-12-31 | |
| Atria Investments, Inc | 9,645 | $5,818,416 | New position | 2025-12-31 | |
| Laird Norton Wetherby Trust Company, LLC | 9,371 | $5,674,118 | New position | 2025-12-31 | |
| CreativeOne Wealth, LLC | 9,367 | $5,650,521 | New position | 2025-12-31 | |
| New England Private Wealth Advisors LLC | 9,362 | $5,647,850 | New position | 2025-12-31 | |
| BARRETT & COMPANY, INC. | 9,277 | $5,596,722 | New position | 2025-12-31 | |
| MOTCO | 9,266 | $5,589,992 | New position | 2025-12-31 | |
| Resonant Capital Advisors, LLC | 9,198 | $5,569,091 | New position | 2025-12-31 | |
| Lionsbridge Wealth Management LLC | 9,064 | $5,468,130 | New position | 2025-12-31 | |
| Firestone Capital Management | 9,031 | $5,448,377 | New position | 2025-12-31 | |
| Peak Asset Management, LLC | 8,832 | $5,328,311 | New position | 2025-12-31 | |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 8,654 | $5,220,785 | New position | 2025-12-31 | |
| Gotham Asset Management, LLC | 8,638 | $5,211,133 | New position | 2025-12-31 | |
| MILLENNIUM MANAGEMENT LLC | 8,575 | $5,173,126 | New position | 2025-12-31 | |
| Ashton Thomas Private Wealth, LLC | 8,508 | $5,151,435 | New position | 2025-12-31 | |
| CAPE COD FIVE CENTS SAVINGS BANK | 9,002 | $5,128,079 | New position | 2025-12-31 | |
| AMG National Trust Bank | 8,454 | $5,100,129 | New position | 2025-12-31 | |
| NICOLET ADVISORY SERVICES, LLC | 8,023 | $5,073,224 | New position | 2025-12-31 | |
| Financial Engines Advisors L.L.C. | 8,313 | $5,015,067 | New position | 2025-12-31 | |
| North Star Investment Management Corp. | 8,296 | $5,004,867 | New position | 2025-12-31 | |
| Highview Capital Management LLC/DE/ | 8,094 | $4,882,948 | New position | 2025-12-31 | |
| RFG Advisory, LLC | 8,034 | $4,846,660 | New position | 2025-12-31 | |
| Crestwood Advisors Group, LLC | 8,005 | $4,829,256 | New position | 2025-12-31 | |
| BOKF, NA | 7,980 | $4,814,174 | New position | 2025-12-31 | |
| FIFTH THIRD BANCORP | 7,898 | $4,764,705 | New position | 2025-12-31 | |
| Haverford Trust Co | 7,888 | $4,758,673 | New position | 2025-12-31 | |
| Prospera Financial Services Inc | 7,877 | $4,752,064 | New position | 2025-12-31 | |
| Intrepid Financial Planning Group LLC | 7,712 | $4,652,675 | New position | 2025-12-31 | |
| ASSOCIATED BANC-CORP | 7,682 | $4,634,396 | New position | 2025-12-31 | |
| Williams Jones Wealth Management, LLC. | 7,608 | $4,589,754 | New position | 2025-12-31 | |
| NewEdge Advisors, LLC | 7,573 | $4,568,822 | New position | 2025-12-31 | |
| SMITH CHAS P & ASSOCIATES PA CPAS | 7,568 | $4,565,623 | New position | 2025-12-31 | |
| Beacon Pointe Advisors, LLC | 7,515 | $4,533,956 | New position | 2025-12-31 | |
| Intelligent Financial Strategies | 7,486 | $4,532,272 | New position | 2025-12-31 | |
| FIDELIS CAPITAL PARTNERS, LLC | 7,340 | $4,428,075 | New position | 2025-12-31 | |
| KEYBANK NATIONAL ASSOCIATION/OH | 7,327 | $4,420,233 | New position | 2025-12-31 | |
| Rothschild Wealth LLC | 6,900 | $4,162,632 | New position | 2025-12-31 | |
| Ballentine Partners, LLC | 6,816 | $4,112,069 | New position | 2025-12-31 | |
| DAVIS R M INC | 6,807 | $4,106,527 | New position | 2025-12-31 | |
| Houlihan Financial Resource Group, Ltd. | 6,647 | $4,083,331 | New position | 2025-12-31 | |
| MONETA GROUP INVESTMENT ADVISORS LLC | 6,716 | $4,051,586 | New position | 2025-12-31 | |
| Benchmark Financial Wealth Advisors, LLC | 6,703 | $4,043,953 | New position | 2025-12-31 | |
| BANK OF NOVA SCOTIA | 6,521 | $3,933,905 | New position | 2025-12-31 | |
| FIRST CITIZENS BANK & TRUST CO | 6,478 | $3,908,047 | New position | 2025-12-31 | |
| Keystone Financial Group | 6,455 | $3,894,470 | New position | 2025-12-31 | |
| Advisory Services Network, LLC | 6,394 | $3,857,513 | New position | 2025-12-31 | |
| TD PRIVATE CLIENT WEALTH LLC | 6,383 | $3,850,736 | New position | 2025-12-31 | |
| CHARTER RESEARCH & INVESTMENT GROUP, INC. | 6,334 | $3,821,091 | New position | 2025-12-31 | |
| Glen Eagle Advisors, LLC | 6,319 | $3,812,160 | New position | 2025-12-31 | |
| Segment Wealth Management, LLC | 6,308 | $3,805,490 | New position | 2025-12-31 | |
| OneDigital Investment Advisors LLC | 6,301 | $3,801,100 | New position | 2025-12-31 | |
| Valmark Advisers, Inc. | 6,276 | $3,786,308 | New position | 2025-12-31 | |
| Penobscot Investment Management Company, Inc. | 6,221 | $3,753,005 | New position | 2025-12-31 | |
| Elyxium Wealth, LLC | 6,200 | $3,740,336 | New position | 2025-12-31 | |
| Kelman-Lazarov, Inc. | 6,180 | $3,728,760 | New position | 2025-12-31 | |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6,120 | $3,692,074 | New position | 2025-12-31 | |
| Orion Porfolio Solutions, LLC | 6,056 | $3,653,727 | New position | 2025-12-31 | |
| CIBC WORLD MARKET INC. | 6,045 | $3,646,828 | New position | 2025-12-31 | |
| Salomon & Ludwin, LLC | 5,870 | $3,635,643 | New position | 2025-12-31 | |
| BAILARD, INC. | 6,019 | $3,631,142 | New position | 2025-12-31 | |
| FIDUCIARY TRUST CO | 5,911 | $3,566,082 | New position | 2025-12-31 | |
| Clear Point Advisors Inc. | 5,904 | $3,561,877 | New position | 2025-12-31 | |
| Wilmington Savings Fund Society, FSB | 5,893 | $3,555,129 | New position | 2025-12-31 | |
| Concurrent Investment Advisors, LLC | 5,876 | $3,544,790 | New position | 2025-12-31 | |
| Sepio Capital, LP | 5,810 | $3,505,057 | New position | 2025-12-31 | |
| Joel Isaacson & Co., LLC | 5,796 | $3,496,648 | New position | 2025-12-31 | |
| Arkadios Wealth Advisors | 5,637 | $3,400,954 | New position | 2025-12-31 | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 5,637 | $3,400,901 | New position | 2025-12-31 | |
| Chevy Chase Trust Holdings, LLC | 5,496 | $3,315,627 | New position | 2025-12-31 | |
| Argent Trust Co | 5,381 | $3,246,249 | New position | 2025-12-31 | |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 5,345 | $3,224,614 | New position | 2025-12-31 | |
| VANGUARD GROUP INC | 5,320 | $3,209,329 | New position | 2025-12-31 | |
| Providence Financial Advisors, LLC | 5,193 | $3,132,552 | New position | 2025-12-31 | |
| J.W. COLE ADVISORS, INC. | 7,293 | $3,127,011 | New position | 2025-12-31 | |
| GAMCO INVESTORS, INC. ET AL | 5,165 | $3,115,918 | New position | 2025-12-31 | |
| Envestnet Portfolio Solutions, Inc. | 5,089 | $3,070,092 | New position | 2025-12-31 | |
| SPINNAKER TRUST | 5,056 | $3,049,907 | New position | 2025-12-31 | |
| Pegasus Asset Management, Inc. | 4,978 | $3,003,128 | New position | 2025-12-31 | |
| HB Wealth Management, LLC | 4,974 | $3,000,870 | New position | 2025-12-31 | |
| TD Waterhouse Canada Inc. | 4,965 | $2,994,838 | New position | 2025-12-31 | |
| Sigma Planning Corp | 4,963 | $2,994,577 | New position | 2025-12-31 | |
| Johnson Financial Group, Inc. | 4,916 | $2,976,461 | New position | 2025-12-31 | |
| WESBANCO BANK INC | 4,897 | $2,954,261 | New position | 2025-12-31 | |
| Providence First Trust Co | 4,887 | $2,948,240 | New position | 2025-12-31 | |
| PRIVATE TRUST CO NA | 4,858 | $2,930,734 | New position | 2025-12-31 | |
| Meridian Wealth Management, LLC | 4,773 | $2,879,218 | New position | 2025-12-31 | |
| Asset Management Group, Inc. | 4,764 | $2,874,096 | New position | 2025-12-31 | |
| Snowden Capital Advisors LLC | 4,710 | $2,852,005 | New position | 2025-12-31 | |
| EVOKE WEALTH, LLC | 4,613 | $2,792,751 | New position | 2025-12-31 | |
| IFG Advisory, LLC | 4,563 | $2,752,976 | New position | 2025-12-31 | |
| Shoker Investment Counsel, Inc. | 4,550 | $2,745,088 | New position | 2025-12-31 | |
| Connecticut Wealth Management, LLC | 4,544 | $2,741,086 | New position | 2025-12-31 | |
| ELEMENT POINTE ADVISORS, LLC | 4,500 | $2,714,760 | New position | 2025-12-31 | |
| Veracity Capital LLC | 4,359 | $2,629,698 | New position | 2025-12-31 | |
| Orange Investment Advisors, Inc. | 4,338 | $2,617,034 | New position | 2025-12-31 | |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 4,093 | $2,602,206 | New position | 2025-12-31 | |
| STEEL GROVE CAPITAL ADVISORS, LLC | 4,294 | $2,590,774 | New position | 2025-12-31 | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4,219 | $2,545,396 | New position | 2025-12-31 | |
| Sage Financial Management Group, Inc. | 4,196 | $2,531,556 | New position | 2025-12-31 | |
| Whitegate Investment Counselors, Inc. | 4,150 | $2,503,612 | New position | 2025-12-31 | |
| Virtue Capital Management, LLC | 6,412 | $2,475,737 | ▲ +5,837 | 2025-12-31 | |
| Baltimore-Washington Financial Advisors, Inc. | 4,090 | $2,467,061 | New position | 2025-12-31 | |
| NorthRock Partners, LLC | 4,063 | $2,451,570 | New position | 2025-12-31 | |
| BECKER CAPITAL MANAGEMENT INC | 4,045 | $2,449,101 | New position | 2025-12-31 | |
| COURIER CAPITAL LLC | 3,981 | $2,401,604 | New position | 2025-12-31 | |
| St. Johns Investment Management Company, LLC | 3,973 | $2,396,831 | New position | 2025-12-31 | |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 3,963 | $2,390,799 | New position | 2025-12-31 | |
| Lavaca Capital LLC | 3,942 | $2,378,130 | New position | 2025-12-31 | |
| Financial Life Planners | 3,881 | $2,341,278 | New position | 2025-12-31 | |
| RWA WEALTH PARTNERS, LLC | 3,854 | $2,324,983 | New position | 2025-12-31 | |
| PKS Advisory Services, LLC | 3,836 | $2,314,436 | New position | 2025-12-31 | |
| Caprock Group, LLC | 3,819 | $2,312,599 | New position | 2025-12-31 | |
| DAVIDSON TRUST CO | 3,768 | $2,273,159 | New position | 2025-12-31 | |
| Expressive Wealth LLC | 3,761 | $2,268,936 | New position | 2025-12-31 | |
| Clientfirst Wealth Management, LLC | 3,741 | $2,256,870 | New position | 2025-12-31 | |
| SCOTIA CAPITAL INC. | 3,735 | $2,252,247 | New position | 2025-12-31 | |
| AXXCESS WEALTH MANAGEMENT, LLC | 3,724 | $2,246,810 | New position | 2025-12-31 | |
| Berman McAleer LLC | 3,710 | $2,238,169 | New position | 2025-12-31 | |
| Churchill Financial Advisors, LLC | 3,710 | $2,237,888 | New position | 2025-12-31 | |
| PINCUS CAPITAL MANAGEMENT, LP | 3,695 | $2,229,120 | New position | 2025-12-31 | |
| Global Retirement Partners, LLC | 3,654 | $2,204,658 | New position | 2025-12-31 | |
| All Terrain Financial Advisors, LLC | 3,563 | $2,149,513 | New position | 2025-12-31 | |
| Marin Bay Wealth Advisors, LLC | 3,550 | $2,141,611 | New position | 2025-12-31 | |
| McLaughlin Asset Management, Inc. | 3,535 | $2,132,595 | New position | 2025-12-31 | |
| ARS Investment Partners, LLC | 3,529 | $2,129,190 | New position | 2025-12-31 | |
| JENNISON ASSOCIATES LLC | 3,528 | $2,128,438 | New position | 2025-12-31 | |
| Graham Capital Management, L.P. | 3,500 | $2,111,480 | New position | 2025-12-31 | |
| Topsail Wealth Management, LLC | 3,481 | $2,100,172 | New position | 2025-12-31 | |
| 1834 INVESTMENT ADVISORS CO | 3,407 | $2,055,375 | New position | 2025-12-31 | |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | 3,396 | $2,048,844 | New position | 2025-12-31 | |
| BLUELINE ADVISORS LLC | 3,324 | $2,006,495 | New position | 2025-12-31 | |
| CWS Financial Advisors, LLC | 3,313 | $1,998,835 | New position | 2025-12-31 | |
| CALIBER WEALTH MANAGEMENT, LLC / KS | 3,261 | $1,967,142 | New position | 2025-12-31 | |
| AlTi Global, Inc. | 3,247 | $1,965,939 | New position | 2025-12-31 | |
| GOULD ASSET MANAGEMENT LLC /CA/ | 3,256 | $1,964,280 | New position | 2025-12-31 | |
| Integrated Advisors Network LLC | 3,223 | $1,944,372 | New position | 2025-12-31 | |
| Gambit Capital Management, LLC | 3,207 | $1,934,836 | New position | 2025-12-31 | |
| McKinley Carter Wealth Services, Inc. | 3,111 | $1,876,805 | New position | 2025-12-31 | |
| Alpha Wealth Funds, LLC | 3,031 | $1,828,542 | New position | 2025-12-31 | |
| Intrua Financial, LLC | 2,970 | $1,791,742 | New position | 2025-12-31 | |
| AE Wealth Management LLC | 2,958 | $1,784,966 | New position | 2025-12-31 | |
| Farmers & Merchants Trust Co of Long Beach | 2,958 | $1,784,502 | New position | 2025-12-31 | |
| TIEMANN INVESTMENT ADVISORS, LLC | 2,939 | $1,773,040 | New position | 2025-12-31 | |
| BITTERROOT CAPITAL ADVISORS LLC | 2,929 | $1,767,007 | New position | 2025-12-31 | |
| Northwest Bancshares, Inc. | 2,916 | $1,759,164 | New position | 2025-12-31 | |
| REGIONS FINANCIAL CORP | 2,900 | $1,749,512 | New position | 2025-12-31 | |
| Harvest Investment Services, LLC | 2,895 | $1,746,298 | New position | 2025-12-31 | |
| GenTrust, LLC | 2,869 | $1,736,993 | New position | 2025-12-31 | |
| Quadrant Private Wealth Management, LLC | 2,852 | $1,726,992 | New position | 2025-12-31 | |
| Obermeyer Wealth Partners | 2,842 | $1,714,618 | New position | 2025-12-31 | |
| SK Wealth Management, LLC | 2,700 | $1,709,634 | New position | 2025-12-31 | |
| FIDUCIENT ADVISORS LLC | 2,819 | $1,700,491 | New position | 2025-12-31 | |
| Hardy Reed LLC | 2,775 | $1,674,102 | New position | 2025-12-31 | |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 2,764 | $1,667,582 | New position | 2025-12-31 | |
| Forvis Mazars Wealth Advisors, LLC | 2,761 | $1,665,657 | New position | 2025-12-31 | |
| Coyle Financial Counsel LLC | 2,749 | $1,658,417 | New position | 2025-12-31 | |
| HARBOR ADVISORY CORP /MA/ | 2,743 | $1,654,797 | New position | 2025-12-31 | |
| Edge Financial Advisors LLC | 2,742 | $1,654,483 | ▲ +6 | 2025-12-31 | |
| Bedminster, LLC | 2,729 | $1,646,555 | New position | 2025-12-31 | |
| Millstone Evans Group, LLC | 2,712 | $1,636,095 | New position | 2025-12-31 | |
| Essex Financial Services, Inc. | 2,709 | $1,634,062 | New position | 2025-12-31 | |
| McGuire Investment Group, LLC | 2,708 | $1,633,682 | New position | 2025-12-31 | |
| Marble Harbor Investment Counsel, LLC | 2,700 | $1,628,856 | New position | 2025-12-31 | |
| BRADLEY FOSTER & SARGENT INC/CT | 2,625 | $1,583,610 | New position | 2025-12-31 | |
| ARK & TLK INVESTMENTS, LLC | 2,617 | $1,578,867 | New position | 2025-12-31 | |
| Zhang Financial LLC | 2,591 | $1,563,264 | ▲ +140 | 2025-12-31 | |
| INSIGNEO ADVISORY SERVICES, LLC | 2,587 | $1,560,685 | New position | 2025-12-31 | |
| CSS LLC/IL | 2,580 | $1,556,462 | New position | 2025-12-31 | |
| DEUTSCHE BANK AG\ | 2,565 | $1,547,413 | New position | 2025-12-31 | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2,551 | $1,538,967 | New position | 2025-12-31 | |
| MGO ONE SEVEN LLC | 2,550 | $1,538,472 | New position | 2025-12-31 | |
| Neuberger Berman Group LLC | 2,533 | $1,528,109 | New position | 2025-12-31 | |
| CARY STREET PARTNERS FINANCIAL LLC | 2,518 | $1,519,177 | New position | 2025-12-31 | |
| PETERSON WEALTH MANAGEMENT | 2,495 | $1,504,996 | New position | 2025-12-31 | |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 2,474 | $1,492,515 | New position | 2025-12-31 | |
| Disciplined Investments, LLC | 2,473 | $1,491,762 | New position | 2025-12-31 | |
| Kingsview Wealth Management, LLC | 2,472 | $1,491,455 | New position | 2025-12-31 | |
| EQUITABLE TRUST CO | 2,470 | $1,490,102 | New position | 2025-12-31 | |
| Texas Capital Bank Wealth Management Services Inc | 2,469 | $1,489,499 | New position | 2025-12-31 | |
| Ullmann Wealth Partners Group, LLC | 2,505 | $1,485,260 | New position | 2025-12-31 | |
| TopTier Wealth Management, LLC | 2,458 | $1,482,695 | New position | 2025-12-31 | |
| Accredited Investors Inc. | 2,443 | $1,473,978 | New position | 2025-12-31 | |
| Element Wealth, LLC | 2,435 | $1,468,987 | New position | 2025-12-31 | |
| Pitcairn Wealth Advisors LLC | 2,433 | $1,467,780 | New position | 2025-12-31 | |
| Triumph Capital Management | 2,413 | $1,455,715 | New position | 2025-12-31 | |
| Golden State Wealth Management, LLC | 2,411 | $1,454,506 | New position | 2025-12-31 | |
| SAXON INTERESTS, INC. | 2,375 | $1,433,057 | New position | 2025-12-31 | |
| Tower Research Capital LLC (TRC) | 2,373 | $1,431,583 | New position | 2025-12-31 | |
| D. E. Shaw & Co., Inc. | 2,365 | $1,426,757 | New position | 2025-12-31 | |
| MIDDLETON & CO INC/MA | 2,353 | $1,419,518 | New position | 2025-12-31 | |
| VIRTUE ASSET MANAGEMENT LLC | 2,351 | $1,418,311 | New position | 2025-12-31 | |
| DV Trading LLC | 2,349 | $1,417,105 | New position | 2025-12-31 | |
| Marion Wealth Management | 2,222 | $1,413,624 | New position | 2025-12-31 | |
| Quarry LP | 2,325 | $1,402,626 | New position | 2025-12-31 | |
| Summit Trail Advisors, LLC | 2,310 | $1,398,449 | New position | 2025-12-31 | |
| Beacon Bridge Wealth Partners, LLC | 2,311 | $1,394,180 | New position | 2025-12-31 | |
| NWAM LLC | 2,227 | $1,387,406 | ▲ +1,123 | 2025-12-31 | |
| American Capital Advisory, LLC | 2,279 | $1,374,876 | New position | 2025-12-31 | |
| COLDSTREAM CAPITAL MANAGEMENT INC | 2,267 | $1,367,746 | New position | 2025-12-31 | |
| Allred Capital Management, LLC | 2,263 | $1,365,223 | New position | 2025-12-31 | |
| Single Point Partners, LLC | 2,262 | $1,364,620 | New position | 2025-12-31 | |
| Journey Advisory Group, LLC | 2,257 | $1,361,603 | New position | 2025-12-31 | |
| WJ Financial Advisors LLC | 2,236 | $1,348,934 | New position | 2025-12-31 | |
| Capital Investment Counsel, LLC | 2,227 | $1,343,795 | New position | 2025-12-31 | |
| BOYUM WEALTH ARCHITECTS LLC | 2,108 | $1,341,004 | New position | 2025-12-31 | |
| BLB&B Advisors, LLC | 2,220 | $1,339,282 | New position | 2025-12-31 | |
| GM Advisory Group, LLC | 2,203 | $1,328,831 | New position | 2025-12-31 | |
| SIGNAL TREE FINANCIAL PARTNERS LLC | 2,189 | $1,320,580 | New position | 2025-12-31 | |
| Berkshire Money Management, Inc. | 2,163 | $1,305,024 | New position | 2025-12-31 | |
| Wealth Watch Advisors, INC | 2,143 | $1,292,829 | New position | 2025-12-31 | |
| AlphaStar Capital Management, LLC | 2,131 | $1,285,590 | New position | 2025-12-31 | |
| Plancorp, LLC | 2,129 | $1,284,383 | New position | 2025-12-31 | |
| TCTC Holdings, LLC | 2,127 | $1,283,177 | New position | 2025-12-31 | |
| River Street Advisors LLC | 2,126 | $1,282,574 | New position | 2025-12-31 | |
| TORONTO DOMINION BANK | 2,123 | $1,280,763 | New position | 2025-12-31 | |
| Cannon Capital Management, Inc. | 2,121 | $1,279,724 | New position | 2025-12-31 | |
| Eldridge Investment Advisors, Inc. | 2,120 | $1,279,189 | New position | 2025-12-31 | |
| Granite Bay Wealth Management, LLC | 2,116 | $1,276,540 | New position | 2025-12-31 | |
| XML Financial, LLC | 2,111 | $1,273,524 | New position | 2025-12-31 | |
| Kovack Advisors, Inc. | 2,602 | $1,264,915 | New position | 2025-12-31 | |
| WBH ADVISORY INC | 2,092 | $1,261,514 | New position | 2025-12-31 | |
| Summit Wealth Partners, LLC | 2,067 | $1,246,918 | New position | 2025-12-31 | |
| WorthPointe, LLC | 2,064 | $1,245,170 | New position | 2025-12-31 | |
| Sunbeam Capital Management, LLC | 2,063 | $1,244,567 | New position | 2025-12-31 | |
| Frisch Financial Group, Inc. | 2,061 | $1,243,133 | New position | 2025-12-31 | |
| Choate Investment Advisors | 2,057 | $1,240,947 | New position | 2025-12-31 | |
| OXFORD FINANCIAL GROUP, LTD. LLC | 2,055 | $1,239,740 | New position | 2025-12-31 | |
| Nuveen, LLC | 2,053 | $1,238,534 | New position | 2025-12-31 | |
| BAXTER BROS INC | 2,046 | $1,234,310 | New position | 2025-12-31 | |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 2,034 | $1,227,339 | New position | 2025-12-31 | |
| Gator Capital Management, LLC | 2,028 | $1,223,452 | New position | 2025-12-31 | |
| J.Safra Asset Management Corp | 2,022 | $1,219,832 | New position | 2025-12-31 | |
| Capital Planning Advisors, LLC | 2,000 | $1,206,560 | New position | 2025-12-31 | |
| Black Maple Capital Management LP | 2,000 | $1,206,560 | New position | 2025-12-31 | |
| ARTHUR M. COHEN & ASSOCIATES, LLC | 1,991 | $1,206,017 | New position | 2025-12-31 | |
| FF Advisors,LLC | 1,984 | $1,196,908 | New position | 2025-12-31 | |
| Clear Harbor Asset Management, LLC | 1,981 | $1,195,098 | New position | 2025-12-31 | |
| FWG Holdings, LLC | 1,954 | $1,194,883 | New position | 2025-12-31 | |
| Ameritas Advisory Services, LLC | 1,978 | $1,193,047 | New position | 2025-12-31 | |
| Tanager Wealth Management LLP | 1,976 | $1,192,082 | New position | 2025-12-31 | |
| B. Riley Wealth Advisors, Inc. | 1,962 | $1,183,836 | New position | 2025-12-31 | |
| Castle Rock Wealth Management, LLC | 1,866 | $1,172,109 | New position | 2025-12-31 | |
| BURLING WEALTH PARTNERS, LLC | 1,941 | $1,170,966 | New position | 2025-12-31 | |
| GREAT VALLEY ADVISOR GROUP, INC. | 1,930 | $1,164,102 | New position | 2025-12-31 | |
| STEPHENS INC /AR/ | 1,928 | $1,163,157 | New position | 2025-12-31 | |
| Pine Valley Investments Ltd Liability Co | 1,922 | $1,162,420 | ▼ -21 | 2025-12-31 | |
| LYELL WEALTH MANAGEMENT, LP | 1,913 | $1,154,075 | New position | 2025-12-31 | |
| Fiera Capital Corp | 1,913 | $1,154,075 | New position | 2025-12-31 | |
| High Falls Advisors, Inc | 1,902 | $1,147,165 | New position | 2025-12-31 | |
| FOUNDERS FINANCIAL SECURITIES LLC | 1,887 | $1,138,661 | New position | 2025-12-31 | |
| Taylor Financial Group, Inc. | 1,883 | $1,135,976 | New position | 2025-12-31 | |
| Cassaday & Co Wealth Management LLC | 1,879 | $1,133,564 | New position | 2025-12-31 | |
| Forza Wealth Management, LLC | 1,876 | $1,131,753 | New position | 2025-12-31 | |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 1,870 | $1,128,134 | New position | 2025-12-31 | |
| JNBA Financial Advisors | 1,840 | $1,110,368 | New position | 2025-12-31 | |
| HOWE & RUSLING INC | 1,840 | $1,110,036 | New position | 2025-12-31 | |
| Cadence Bank | 1,818 | $1,096,762 | New position | 2025-12-31 | |
| Horizon Investments, LLC | 1,809 | $1,091,334 | New position | 2025-12-31 | |
| Acorn Wealth Advisors, LLC | 1,806 | $1,089,382 | New position | 2025-12-31 | |
| Avantax Planning Partners, Inc. | 1,805 | $1,088,920 | New position | 2025-12-31 | |
| Manchester Capital Management LLC | 1,799 | $1,085,301 | New position | 2025-12-31 | |
| Koss-Olinger Consulting, LLC | 1,798 | $1,085,000 | New position | 2025-12-31 | |
| PETTYJOHN, WOOD & WHITE, INC | 1,790 | $1,079,872 | New position | 2025-12-31 | |
| CREDIT AGRICOLE S A | 1,776 | $1,071,425 | New position | 2025-12-31 | |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 1,765 | $1,064,940 | New position | 2025-12-31 | |
| Mason Investment Advisory Services, Inc. | 1,758 | $1,060,754 | New position | 2025-12-31 | |
| MRWM Advisors, LLC | 1,756 | $1,059,360 | New position | 2025-12-31 | |
| EverSource Wealth Advisors, LLC | 1,750 | $1,055,741 | New position | 2025-12-31 | |
| Glassman Wealth Services | 1,739 | $1,049,104 | New position | 2025-12-31 | |
| Moment Partners, LLC | 1,728 | $1,046,058 | New position | 2025-12-31 | |
| MIDLAND WEALTH ADVISORS, LLC | 1,688 | $1,018,336 | New position | 2025-12-31 | |
| WEALTH ALLIANCE, LLC | 1,685 | $1,016,527 | New position | 2025-12-31 | |
| Darrow Company, Inc. | 1,683 | $1,015,756 | New position | 2025-12-31 | |
| Fiduciary Wealth Partners, LLC | 1,674 | $1,009,891 | New position | 2025-12-31 | |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 1,537 | $1,007,227 | New position | 2025-12-31 | |
| Jordan Park Group LLC | 1,664 | $1,003,858 | New position | 2025-12-31 | |
| Berger Financial Group, Inc | 1,640 | $989,380 | New position | 2025-12-31 | |
| Aprio Wealth Management, LLC | 1,637 | $987,400 | New position | 2025-12-31 | |
| QRG CAPITAL MANAGEMENT, INC. | 1,634 | $985,760 | New position | 2025-12-31 | |
| Baker Avenue Asset Management, LP | 1,627 | $981,537 | New position | 2025-12-31 | |
| Parcion Private Wealth LLC | 1,620 | $977,314 | New position | 2025-12-31 | |
| Aegis Wealth Management, Inc. | 1,616 | $975,018 | New position | 2025-12-31 | |
| RTD Financial Advisors, Inc. | 1,605 | $968,308 | New position | 2025-12-31 | |
| SIG BROKERAGE, LP | 1,600 | $965,248 | New position | 2025-12-31 | |
| VeraBank, N.A. | 1,600 | $965,248 | New position | 2025-12-31 | |
| Roof Eidam Maycock Peralta, LLC | 1,596 | $962,834 | New position | 2025-12-31 | |
| Aptus Capital Advisors, LLC | 1,587 | $957,405 | New position | 2025-12-31 | |
| Beacon Financial Advisory LLC | 1,586 | $956,777 | New position | 2025-12-31 | |
| Compound Planning, Inc. | 1,553 | $936,869 | New position | 2025-12-31 | |
| Sachetta, LLC | 1,549 | $934,747 | New position | 2025-12-31 | |
| Moors & Cabot, Inc. | 1,542 | $930,258 | New position | 2025-12-31 | |
| Garden State Investment Advisory Services LLC | 1,531 | $929,317 | New position | 2025-12-31 | |
| Greystone Financial Group, LLC | 1,527 | $920,944 | New position | 2025-12-31 | |
| Clarendon Private LLC | 1,522 | $918,380 | New position | 2025-12-31 | |
| Peterson Wealth Services | 1,515 | $914,120 | New position | 2025-12-31 |