American Electric PowerAEP

13F holders, Q2 2024 (June 30)
1,423holders +73
135new positions
69sold out
8famous investors
$87.73avg. 13F price*

At the end of Q2 2024, 1,423 institutions reported holding American Electric Power (AEP) in their 13F filings, up 73 from Q1 2024. 135 opened new positions and 69 sold out. The largest holders were Vanguard Group Inc. ($4.4B), BlackRock Inc. ($4.0B) and State Street Corp. ($2.3B). 8 famous investors held it, including Carl Icahn (1.0% of Icahn Capital's portfolio), Steve Cohen (0.4% of Point72 Asset Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

Company
American Electric Power
Sector
Utilities
CUSIP
025537101
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions135$1.1B
Exits69$230.5M

All 13F filers, Q1 2024 → Q2 2024: 24,321,105 shares bought and 23,755,675 shares sold, net +565,430 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,423 holders

Vanguard Group Inc. 0.08% Add +0.9% 50,087,177 $4.4B
BlackRock Inc. 0.09% Reduce -0.3% 45,446,150 $4.0B
State Street Corp. 0.10% Reduce -1.1% 25,787,801 $2.3B
Wellington Management Group LLP 0.33% Reduce -16.3% 20,823,450 $1.8B
Geode Capital Management, LLC 0.09% Add +2.9% 12,172,104 $1.1B
Morgan Stanley 0.08% Reduce -4.0% 12,135,669 $1.1B
Dodge & Cox 0.63% Add +4.1% 11,831,805 $1.0B
GQG Partners LLC 1.27% New 9,582,264 $840.7M
Invesco Ltd. 0.16% Add +0.7% 8,411,296 $738.0M
Lazard Asset Management LLC 0.98% Reduce -4.2% 8,227,394 $721.9M
Royal Bank of Canada 0.15% Reduce -3.3% 6,863,524 $602.2M
Bank of America Corp. 0.05% Reduce -5.3% 5,967,154 $523.6M
FMR LLC 0.03% Add +21.4% 5,779,789 $507.1M
Franklin Resources Inc. 0.14% Reduce -0.3% 5,249,468 $460.6M
Massachusetts Financial Services Co. 0.14% Reduce -1.7% 5,163,975 $453.1M
Ameriprise Financial Inc. 0.12% Reduce -1.2% 5,162,404 $453.0M
Wells Fargo & Company 0.11% Add +2.6% 4,741,536 $416.0M
Nuveen Asset Management, LLC 0.12% Reduce -7.9% 4,730,563 $415.1M
Northern Trust Corp. 0.07% Reduce -0.3% 4,726,000 $414.7M
Alliancebernstein L.P. 0.14% Reduce -6.3% 4,444,096 $389.9M
Federated Hermes, Inc. 0.92% Reduce -4.9% 4,407,443 $386.7M
Allspring Global Investments Holdings, LLC 0.60% Reduce -5.4% 4,201,925 $368.7M
Legal & General Group Plc 0.10% Reduce -9.1% 4,160,321 $365.0M
UBS Group AG 0.10% Reduce -15.0% 3,878,483 $340.3M
Bank of New York Mellon Corp 0.06% Reduce -1.5% 3,803,822 $333.7M
Envestnet Asset Management Inc. 0.10% Add +1.1% 3,378,543 $296.4M
Charles Schwab Investment Management Inc. 0.05% Add +2.2% 3,131,733 $274.8M
Amundi 0.09% Reduce -2.5% 2,743,790 $240.2M
California Public Employees Retirement System 0.16% Reduce -16.1% 2,544,411 $223.2M
Macquarie Group Ltd. 0.24% Add +4.4% 2,386,831 $209.4M
Goldman Sachs Group Inc. 0.04% Add +2.7% 2,369,920 $207.9M
JPMorgan Chase & Co. 0.02% Reduce -21.4% 2,335,976 $205.0M
Mitsubishi UFJ Trust & Banking Corp 0.45% Reduce -5.5% 2,156,479 $189.2M
Boston Partners 0.23% Reduce -15.4% 2,096,528 $184.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +7.9% 2,062,000 $180.9M
Barclays PLC 0.08% Add +1.7% 2,036,050 $178.6M
Raymond James & Associates 0.11% Add +51.1% 1,844,968 $161.9M
Bank of Montreal 0.05% Add +1.7% 1,795,566 $157.7M
Janus Henderson Group PLC 0.08% Reduce -2.0% 1,791,125 $157.2M
Soroban Capital Partners LP 2.28% Reduce -58.1% 1,771,219 $155.4M
First Trust Advisors LP 0.14% Add +25.8% 1,595,151 $140.0M
Swiss National Bank 0.09% Reduce -1.1% 1,557,900 $136.7M
Point72 Asset Management 0.44% Add +3096.1% 1,523,907 $133.7M
Dimensional Fund Advisors LP 0.03% Add +10.7% 1,459,848 $128.1M
Capital Research Global Investors 0.03% Add +0.0% 1,442,039 $126.5M
National Pension Service 0.14% Add +2.8% 1,380,875 $121.2M
ANTIPODES PARTNERS Ltd 4.36% Reduce -13.9% 1,368,543 $120.1M
Sumitomo Mitsui Trust Group, Inc. 0.08% Reduce -7.8% 1,280,229 $112.3M
HighTower Advisors, LLC 0.17% Add +2.1% 1,252,289 $109.9M
Energy Income Partners, LLC 2.38% Reduce -15.0% 1,217,553 $106.8M
Icahn Capital 0.98% No change 1,205,300 $105.8M
National Bank of Canada 0.16% Reduce -31.5% 1,174,333 $102.5M
BNP Paribas Financial Markets 0.11% Add +82.6% 1,148,745 $100.8M
Chevy Chase Trust Holdings, LLC 0.30% Add +0.7% 1,085,718 $95.3M
Crawford Investment Counsel Inc. 1.78% Add +0.7% 1,064,105 $93.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.61% Add +0.2% 1,057,865 $92.8M
Johnson Investment Counsel Inc. 0.97% Add +0.5% 1,053,966 $92.5M
Citadel Advisors 0.09% Add +11038.3% 1,002,113 $87.9M
Nordea Investment Management AB 0.10% Reduce -51.0% 977,237 $86.0M
Jennison Associates LLC 0.05% Add +20.7% 948,322 $83.2M
Epoch Investment Partners, Inc. 0.37% Reduce -4.3% 931,712 $81.7M
HSBC Holdings PLC 0.05% Reduce -24.7% 916,793 $80.5M
Rhumbline Advisers 0.07% Reduce -1.4% 907,991 $79.7M
Huntington National Bank 0.80% Add +5.3% 886,871 $77.8M
LPL Financial LLC 0.04% Add +5.0% 884,628 $77.6M
Stifel Financial Corp. 0.09% Add +2.3% 880,597 $77.3M
Mawer Investment Management Ltd. 0.35% Reduce -1.4% 851,496 $74.7M
Deutsche Bank AG 0.03% Add +21.3% 840,027 $73.7M
Maple-Brown Abbott Ltd 7.68% Reduce -33.0% 830,070 $72.8M
Nomura Holdings Inc. 0.46% Add +40.0% 807,437 $70.8M
Manufacturers Life Insurance Company, The 0.07% Add +4.5% 793,897 $69.7M
Citigroup Inc. 0.07% Add +38.9% 783,489 $68.7M
T. Rowe Price Associates Inc. 0.01% Add +2.7% 744,174 $65.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +11.5% 740,460 $65.0M
Victory Capital Management Inc. 0.06% Reduce -3.5% 715,604 $62.8M
M&T Bank Corp 0.21% Reduce -0.6% 715,436 $62.8M
Russell Investments Group, Ltd. 0.10% Add +89.2% 712,889 $62.5M
Empower Advisory Group, LLC 0.23% Add +17.3% 710,495 $62.3M
California State Teachers Retirement System 0.08% Reduce -3.2% 699,690 $61.4M
Canada Pension Plan Investment Board 0.06% No change 697,989 $61.2M
Gabelli Funds LLC 0.45% Reduce -1.3% 669,150 $58.7M
Duff & Phelps Investment Management Co. 0.73% Reduce -7.8% 657,210 $57.7M
Principal Financial Group Inc. 0.03% Reduce -2.2% 620,948 $54.5M
New York State Common Retirement Fund 0.07% Reduce -1.7% 614,929 $54.0M
Baird Financial Group, Inc. 0.11% Add +1.1% 610,654 $53.6M
First Financial Bankshares Inc 1.23% Add +0.4% 609,332 $53.5M
PNC Financial Services Group, Inc. 0.03% Reduce -0.9% 585,499 $51.4M
Natixis 0.32% New 578,496 $50.8M
STRS Ohio 0.19% Add +3.6% 556,663 $48.8M
Bollard Group LLC 1.32% Add +2.2% 531,969 $46.7M
ProShare Advisors LLC 0.12% Reduce -9.2% 529,319 $46.4M
State Board of Administration of Florida Retirement System 0.09% Reduce -15.2% 518,396 $45.5M
New York State Teachers Retirement System 0.10% Add +3.6% 513,832 $45.1M
Korea Investment CORP 0.11% Reduce -36.3% 488,951 $42.9M
Ferguson Wellman Capital Management, Inc. 0.84% Reduce -0.3% 473,431 $41.5M
Vaughan David Investments LLC 1.05% Add +1.0% 472,487 $41.5M
Guggenheim Capital LLC 0.29% Add +4.8% 468,276 $41.1M
Commerce Bank 0.26% Reduce -2.3% 457,903 $40.2M
Assenagon Asset Management S.A. 0.10% Add +1140.5% 456,686 $40.1M
APG Asset Management N.V. 0.07% Reduce -54.0% 489,011 $40.0M
Natixis Advisors, LLC 0.09% Add +12.8% 447,308 $39.2M
Prudential Financial Inc. 0.06% Add +15.0% 446,429 $39.2M
Alpha Cubed Investments, LLC 1.77% Add +3.8% 423,432 $37.2M
ZWJ Investment Counsel Inc. 1.57% Add +3.8% 407,893 $35.8M
Gateway Investment Advisers LLC 0.40% Reduce -1.0% 400,908 $35.2M
Nexus Investment Management ULC 3.63% Add +1.1% 393,905 $34.6M
Cibc World Market Inc. 0.09% Add +168.3% 391,250 $34.3M
Mackenzie Financial Corp. 0.05% Reduce -9.7% 385,391 $33.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.08% — 385,150 $33.8M
Truist Financial Corp. 0.05% Reduce -4.0% 382,469 $33.6M
Cibc World Markets Corp. 0.22% Add +336.1% 381,039 $33.4M
Magellan Asset Management Ltd 0.32% Add +2.3% 380,291 $33.4M
UniSuper Management Pty Ltd 0.27% Reduce -18.3% 375,878 $33.0M
Sei Investments Co. 0.05% Add +10.7% 366,927 $32.2M
Old Republic International Corp. 1.31% No change 366,300 $32.1M
Neuberger Berman Group LLC 0.03% Add +9.6% 357,769 $31.4M
Balyasny Asset Management L.P. 0.08% New 348,525 $30.6M
Capital Fund Management S.A. 0.33% Add +47.0% 336,003 $29.5M
Commonwealth Equity Services, LLC 0.05% Add +8.9% 329,209 $28.9M
GW Henssler & Associates Ltd. 1.60% Add +0.6% 302,848 $26.6M
Aberdeen Group plc 0.05% Reduce -15.8% 298,441 $26.2M
State of Wisconsin Investment Board 0.07% Reduce -0.6% 291,620 $25.6M
TD Asset Management Inc 0.02% Add +0.9% 281,634 $24.7M
Creative Planning 0.03% Add +0.4% 277,585 $24.4M
Toronto Dominion Bank 0.04% Add +55.0% 270,235 $23.7M
Chartwell Investment Partners, LLC 0.83% Add +6.1% 269,472 $23.6M
Ensign Peak Advisors, Inc 0.04% Add +1.6% 266,718 $23.4M
American Century Companies Inc. 0.01% Add +51.1% 257,372 $22.6M
CANADA LIFE ASSURANCE Co 0.04% Reduce -2.6% 256,584 $22.5M
1832 Asset Management L.P. 0.04% Add +1049.4% 250,348 $22.0M
Mizuho Markets Americas LLC 0.60% Reduce -4.4% 250,000 $21.9M
Osaic Holdings, Inc. 0.05% Reduce -11.6% 244,025 $21.4M
Public Employees Retirement System of Ohio 0.08% Reduce -4.1% 241,356 $21.2M
FUKOKU MUTUAL LIFE INSURANCE Co 1.63% Reduce -0.4% 241,226 $21.2M
US Bancorp \de 0.03% Reduce -0.5% 238,373 $20.9M
Heathbridge Capital Management Ltd. 8.70% Add +36.7% 234,050 $20.5M
State of Tennessee, Department of Treasury 0.08% Reduce -15.7% 233,631 $20.5M
Cullen/Frost Bankers, Inc. 0.30% Reduce -2.4% 232,291 $20.4M
Matrix Asset Advisors Inc. 2.41% Reduce -1.2% 230,494 $20.2M
Treasurer of the State of North Carolina 0.09% Reduce -2.5% 229,570 $20.1M
Raymond James Financial Services Advisors, Inc. 0.03% Add +1.5% 228,766 $20.1M
Marshall Wace, LLP 0.03% New 226,254 $19.9M
Tortoise Capital Advisors, L.L.C. 0.26% Reduce -12.4% 226,021 $19.8M
Systematic Alpha Investments, LLC 0.73% No change 217,000 $19.0M
Eastern Bank 0.76% Add +1.8% 215,479 $18.9M
Voya Investment Management LLC 0.02% Reduce -31.2% 210,430 $18.5M
Regions Financial Corp. 0.13% Add +320.0% 201,720 $17.7M
CIBC Asset Management Inc 0.06% Reduce -0.8% 201,080 $17.6M
Fifth Third Bancorp 0.07% Add +9.0% 200,213 $17.6M
Rafferty Asset Management, LLC 0.07% Reduce -5.8% 199,905 $17.5M
Pictet Asset Management Holding SA 0.02% Reduce -36.0% 198,928 $17.5M
Wealth Enhancement Advisory Services, LLC 0.04% Add +29.7% 197,195 $17.3M
State of New Jersey Common Pension Fund D 0.07% Reduce -33.3% 194,059 $17.0M
Asset Management One Co., Ltd. 0.07% Reduce -19.6% 194,037 $17.0M
Verition Fund Management LLC 0.14% Add +1342.4% 192,881 $16.9M
Stack Financial Management, Inc 1.57% Reduce -0.4% 192,640 $16.9M
AQR Capital Management 0.03% Add +37.1% 189,119 $16.6M
Godsey & Gibb, Inc. 1.71% Reduce -2.1% 189,075 $16.6M
Nomura Asset Management Co. Ltd. 0.05% Add +0.8% 182,064 $16.0M
Cetera Investment Advisers 0.04% Reduce -20.8% 176,539 $15.5M
Resona Asset Management Co.,Ltd. 0.09% Reduce -12.7% 174,152 $15.3M
Scotia Capital Inc. 0.09% Reduce -4.9% 174,002 $15.3M
Bank of Nova Scotia 0.03% Add +123.7% 173,525 $15.2M
IFM Investors Pty Ltd 0.15% Reduce -0.2% 173,412 $15.2M
Jane Street Group, LLC 0.02% Reduce -51.8% 173,220 $15.2M
First Horizon Advisors, Inc. 0.46% Add +1.1% 172,683 $15.2M
Northwest & Ethical Investments L.P. 0.43% Reduce -4.1% 171,321 $15.0M
Janney Montgomery Scott LLC 0.05% Reduce -1.7% 170,688 $15.0M
U.S. Capital Wealth Advisors, LLC 0.57% Add +16.0% 169,820 $14.9M
Corebridge Financial, Inc. 0.08% — 165,727 $14.5M
Corient Private Wealth LP 0.02% Add +1.5% 160,539 $14.1M
Comerica Bank 0.06% Reduce -10.6% 158,573 $13.9M
Willis Investment Counsel 0.95% No change 155,613 $13.7M
AE Wealth Management LLC 0.13% Add +5.0% 152,965 $13.4M
Arizona State Retirement System 0.09% Add +1.1% 152,544 $13.4M
Daiwa Securities Group Inc. 0.07% Add +80.8% 152,258 $13.4M
Susquehanna International Group, LLP 0.02% Reduce -8.2% 150,045 $13.2M
Allen Mooney & Barnes Investment Advisors LLC 2.34% Add +1.4% 149,358 $13.1M
Haverford Trust Co 0.13% Reduce -8.3% 144,593 $12.7M
Sanctuary Advisors, LLC 0.09% — 148,620 $12.7M
State of Michigan Retirement System 0.07% Add +0.2% 144,358 $12.7M
Viking Fund Management LLC 2.26% Reduce -6.5% 144,000 $12.6M
Mariner, LLC 0.02% Add +1.6% 143,046 $12.6M
Calamos Advisors LLC 0.09% Reduce -3.5% 142,555 $12.5M
MML Investors Services, LLC 0.05% Reduce -5.9% 141,493 $12.4M
MetLife Investment Management, LLC 0.07% Add +14.2% 140,600 $12.3M
USS Investment Management Ltd 0.10% Add +1.1% 140,451 $12.3M
Millennium Management 0.01% Reduce -76.6% 139,492 $12.2M
Van Eck Associates Corp. 0.02% Add +8.9% 136,153 $11.9M
Brookstone Capital Management 0.20% Reduce -4.4% 127,458 $11.9M
Swiss Life Asset Management Ltd 0.14% Add +8.7% 135,166 $11.9M
F&V Capital Management, LLC 3.36% Add +5.4% 131,345 $11.5M
DekaBank Deutsche Girozentrale 0.02% Add +1.7% 130,313 $11.5M
Alberta Investment Management Corp 0.13% Reduce -24.4% 129,297 $11.3M
Edgemoor Investment Advisors, Inc. 1.05% Add +1.5% 127,292 $11.2M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -6.5% 123,730 $10.9M
Old National Bancorp 0.25% Add +14.4% 120,489 $10.6M
Capital Analysts, LLC 0.47% Add +3.0% 120,294 $10.6M
Illinois Municipal Retirement Fund 0.16% Add +32.3% 119,789 $10.5M
Retirement Systems of Alabama 0.04% Add +0.2% 116,278 $10.2M
SG Americas Securities, LLC 0.06% Reduce -81.4% 113,498 $10.0M
Rockefeller Capital Management L.P. 0.03% Reduce -13.6% 107,639 $9.4M
Amalgamated Bank 0.08% Reduce -1.1% 106,383 $9.3M
Tower Research Capital LLC (TRC) 0.15% Add +381.4% 104,414 $9.2M
Nissay Asset Management Corp. /Japan 0.06% Add +12.2% 103,429 $9.1M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -78.6% 101,596 $9.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Add +60.5% 100,774 $8.8M
Czech National Bank 0.10% Add +8.6% 100,448 $8.8M
Pinnacle Financial Partners Inc 0.19% Reduce -0.5% 99,728 $8.7M
Bokf, NA 0.16% Reduce -1.1% 99,529 $8.7M
Sequoia Financial Advisors, LLC 0.10% Reduce -11.1% 97,379 $8.5M
LSV Asset Management 0.02% Reduce -8.7% 97,110 $8.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -0.1% 96,642 $8.5M
Employees Retirement System of Texas 0.09% New 94,835 $8.3M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.24% New 91,000 $8.0M
Eagle Asset Management Inc. 0.04% No change 89,919 $7.8M
Public Sector Pension Investment Board 0.05% Add +50.2% 89,411 $7.8M
State of Alaska, Department of Revenue 0.09% Reduce -0.8% 88,698 $7.8M
Mn Services Vermogensbeheer B.V. 0.06% No change 88,500 $7.8M
Advisory Research Inc. 1.46% New 88,234 $7.7M
Forsta Ap-Fonden 0.07% Reduce -13.9% 88,100 $7.7M
Utah Retirement Systems 0.09% Reduce -5.0% 86,820 $7.6M
First National Trust Co 0.31% Add +0.7% 85,916 $7.5M
Captrust Financial Advisors 0.02% Reduce -3.6% 85,894 $7.5M
ING Groep NV 0.04% New 85,541 $7.5M
Whittier Trust Co. 0.10% Add +1.7% 82,263 $7.2M
First American Bank 0.54% Add +0.7% 81,816 $7.2M
Goelzer Investment Management, Inc. 0.39% Reduce -1.0% 80,247 $7.0M
Wesbanco Bank Inc. 0.26% Reduce -2.5% 78,834 $6.9M
Schroder Investment Management Group 0.01% Reduce -8.6% 78,624 $6.9M
Atria Investments, Inc 0.09% Add +0.6% 77,820 $6.8M
Glenmede Trust Co. NA 0.03% Add +59.9% 77,732 $6.8M
TD Private Client Wealth LLC 0.21% Add +10.9% 76,973 $6.8M
Salem Investment Counselors Inc. 0.22% Add +4.2% 76,849 $6.7M
Xponance LLC 0.07% Add +4.2% 76,452 $6.7M
Yousif Capital Management, LLC 0.08% Reduce -3.8% 76,128 $6.7M
CIBC Private Wealth Group LLC 0.01% Reduce -2.8% 74,485 $6.5M
Argent Trust Co 0.29% Reduce -0.2% 73,763 $6.5M
Cerity Partners LLC 0.02% Reduce -53.8% 73,666 $6.5M
Slocum, Gordon & Co LLP 4.80% Reduce -0.5% 73,567 $6.5M
Eastover Investment Advisors LLC 3.07% Add +0.9% 73,258 $6.4M
New York Life Investment Management LLC 0.06% Add +0.8% 72,227 $6.3M
Soltis Investment Advisors LLC 0.67% Add +2.7% 71,993 $6.3M
Public Employees Retirement Association of Colorado 0.03% Reduce -1.9% 71,965 $6.3M
Louisiana State Employees Retirement System 0.12% Reduce -0.3% 71,700 $6.3M
Zions Bancorporation, N.A. 0.49% Reduce -3.0% 69,770 $6.1M
Hudson Edge Investment Partners Inc. 1.18% Reduce -4.7% 69,398 $6.1M
Meyer Handelman Co. 0.21% Reduce -3.8% 68,419 $6.0M
Simmons Bank 0.45% Add +4.8% 68,123 $6.0M
Farmers & Merchants Investments Inc. 0.20% Reduce -3.6% 67,476 $5.9M
Profund Advisors LLC 0.22% Add +15.5% 67,132 $5.9M
Shelton Capital Management 0.16% Add +1.6% 66,942 $5.9M
Financial Counselors Inc. 0.09% Add +0.9% 66,870 $5.9M
Envestnet Portfolio Solutions, Inc. 0.02% Add +1.7% 66,820 $5.9M
Mutual of America Capital Management LLC 0.06% Reduce -3.6% 66,474 $5.8M
O'shaughnessy Asset Management, LLC 0.06% Add +32.9% 66,124 $5.8M
Allianz Asset Management GmbH 0.01% Add +587.2% 66,030 $5.8M
Steward Partners Investment Advisory, LLC 0.06% Add +1.5% 65,878 $5.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Reduce -0.2% 64,834 $5.7M
Motco 0.33% Reduce -1.7% 63,771 $5.6M
Credit Agricole S A 0.03% Add +94.1% 63,357 $5.6M
Carret Asset Management, LLC 0.64% Add +0.1% 62,367 $5.5M
Nisa Investment Advisors, LLC 0.03% Add +10.8% 62,179 $5.5M
Pacer Advisors, Inc. 0.01% Add +3.5% 62,032 $5.4M
Telos Capital Management, Inc. 0.60% Add +1.4% 61,383 $5.4M
Hollow Brook Wealth Management LLC 1.83% Add +5.1% 61,354 $5.4M
Quantinno Capital Management LP 0.10% Add +7.8% 60,815 $5.3M
Dakota Wealth Management 0.13% Reduce -1.7% 60,752 $5.3M
Sand Hill Global Advisors, LLC 0.24% Add +0.0% 60,286 $5.3M
DAVENPORT & Co LLC 0.03% Add +2.5% 60,084 $5.3M
American Assets Investment Management, LLC 0.49% No change 60,000 $5.3M
Patrick Mauro Investment Advisor, INC. 3.04% Reduce -9.0% 59,613 $5.2M
Andra AP-fonden 0.09% New 59,400 $5.2M
Agf Management Ltd. 0.03% Reduce -41.1% 59,391 $5.2M
Beaumont Financial Advisors, LLC 0.42% Add +6.7% 59,139 $5.2M
Highland Capital Management, LLC 0.30% Reduce -7.6% 58,483 $5.1M
Private Advisor Group, LLC 0.03% Add +3.6% 58,311 $5.1M
Capital Investment Advisors, LLC 0.12% Reduce -2.1% 58,180 $5.1M
Kestra Advisory Services, LLC 0.03% Add +19.5% 56,988 $5.0M
Fluent Financial, LLC 2.49% Reduce -5.5% 56,284 $4.9M
Keybank National Association 0.02% Add +2.1% 56,215 $4.9M
Venture Visionary Partners LLC 0.23% Add +5.6% 56,149 $4.9M
Meritage Portfolio Management 0.31% Reduce -2.2% 55,402 $4.9M
Vestcor Inc 0.16% Add +10.2% 55,323 $4.9M
MassMutual Private Wealth & Trust, FSB 0.15% Add +2.5% 55,288 $4.9M
TrueMark Investments, LLC 1.65% Add +58.6% 54,836 $4.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +1.3% 54,402 $4.8M
Tocqueville Asset Management L.P. 0.08% Add +4.5% 54,306 $4.8M
Benjamin Edwards Inc. 0.90% Reduce -1.4% 53,047 $4.7M
AlTi Global, Inc. 0.12% Reduce -29.2% 52,629 $4.6M
iA Global Asset Management Inc. 0.09% Add +4.7% 51,782 $4.5M
Pathstone Holdings, LLC 0.02% Add +0.8% 51,549 $4.5M
Avantax Advisory Services, Inc. 0.03% Add +160.4% 51,334 $4.5M
Peapack Gladstone Financial Corp. 0.07% Add +1.2% 50,881 $4.5M
Hohimer Wealth Management, LLC 1.02% Add +3.4% 50,020 $4.4M
Daiichi Life Insurance Co., Ltd. 0.11% No change 49,842 $4.4M
Dean Investment Associates, LLC 0.62% Reduce -5.4% 49,798 $4.4M
Squarepoint Ops LLC 0.02% Add +14.7% 48,825 $4.3M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 48,393 $4.2M
Teacher Retirement System of Texas 0.02% Add +260.4% 48,208 $4.2M
Guardian Capital Advisors LP 0.45% Add +3.0% 47,531 $4.2M
Orion Porfolio Solutions, LLC 0.04% Reduce -0.1% 47,514 $4.2M
Orion Portfolio Solutions, LLC 0.04% Reduce -0.1% 47,514 $4.2M
Valley Wealth Managers, Inc. 0.33% Reduce -6.6% 47,049 $4.1M
Kestra Private Wealth Services, LLC 0.08% Add +1.9% 46,727 $4.1M
Vanguard Personalized Indexing Management, LLC 0.08% Add +13.3% 46,709 $4.1M
Trajan Wealth LLC 0.26% Reduce -0.2% 46,002 $4.0M
Parallax Volatility Advisers, L.P. 0.12% Add +16.3% 45,415 $4.0M
Oregon Public Employees Retirement Fund 0.08% Add +0.7% 45,283 $4.0M
NEOS Investment Management LLC 0.16% Add +44.3% 44,085 $3.9M
Regal Investment Advisors LLC 0.26% Reduce -2.2% 44,065 $3.9M
Savant Capital, LLC 0.04% Reduce -2.3% 44,008 $3.9M
Townsquare Capital LLC 0.05% Add +4.3% 43,901 $3.9M
Advisors Management Group Inc. 0.96% Add +3.7% 43,655 $3.8M
Assetmark, Inc. 0.01% Reduce -56.4% 43,593 $3.8M
Oppenheimer & Co. Inc. 0.06% Add +5.5% 43,522 $3.8M
Gulf International Bank (UK) Ltd 0.09% Reduce -9.7% 42,921 $3.8M
Pittenger & Anderson Inc. 0.15% Add +0.7% 42,520 $3.7M
MainStreet Investment Advisors LLC 0.46% Add +13.2% 42,517 $3.7M
Romano Brothers and Company 0.52% Reduce -10.7% 42,452 $3.7M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -64.0% 41,548 $3.6M
Van Lanschot Kempen Investment Management N.V. 0.04% Reduce -49.5% 41,369 $3.6M
Maryland State Retirement & Pension System 0.07% No change 41,333 $3.6M
Garland Capital Management Inc. 2.55% Add +0.3% 41,075 $3.6M
Alpha Omega Wealth Management LLC 0.69% Reduce -0.5% 40,923 $3.6M
Providence Capital Advisors, LLC 0.78% Add +1.5% 40,782 $3.6M
Mizuho Securities USA LLC 0.08% New 40,646 $3.6M
Intech Investment Management LLC 0.04% Reduce -11.5% 40,539 $3.6M
UMB Bank, n.a. 0.06% Add +1.0% 40,509 $3.6M
Ibex Wealth Advisors 0.55% New 39,936 $3.5M
Capital City Trust Co. 0.95% Reduce -0.5% 39,741 $3.5M
Kentucky Retirement Systems 0.10% Reduce -0.5% 39,722 $3.5M
Community Bank, N.A. 0.45% Add +0.1% 39,022 $3.4M
Fiduciary Trust Co 0.05% Add +0.8% 38,988 $3.4M
QRG Capital Management, Inc. 0.04% Add +13.8% 38,867 $3.4M
James Investment Research, Inc. 0.40% Reduce -0.2% 38,726 $3.4M
Blair William & Co. 0.01% Reduce -2.8% 38,672 $3.4M
Vident Advisory, LLC 0.09% Add +307.1% 38,655 $3.4M
Mesirow Financial Investment Management, Inc. 0.08% Add +1.6% 38,590 $3.4M
Hendley & Co. Inc. 1.21% Add +5.6% 38,407 $3.4M
Holocene Advisors, LP 0.01% Reduce -68.2% 38,254 $3.4M
North Star Investment Management Corp. 0.25% Reduce -0.8% 38,167 $3.3M
KBC Group NV 0.01% No change 37,824 $3.3M
Bayesian Capital Management, LP 0.38% New 37,815 $3.3M
Brookfield Corp 0.02% No change 37,490 $3.3M
Jeppson Wealth Management, LLC 1.25% Reduce -1.5% 37,396 $3.3M
Wealthfront Advisers LLC 0.01% Reduce -7.6% 37,302 $3.3M
Atria Wealth Solutions, Inc. 0.04% Reduce -7.1% 37,254 $3.3M
Panagora Asset Management Inc. 0.02% Reduce -37.6% 37,220 $3.3M
MBB Public Markets I LLC 0.07% New 37,201 $3.3M
D.A. Davidson & Co. 0.03% Add +62.9% 37,142 $3.3M
Axxcess Wealth Management, LLC 0.09% Reduce -14.8% 36,932 $3.2M
Morton Community Bank 0.91% Add +1.7% 36,835 $3.2M
Sagefield Capital LP 0.34% Add +67.7% 36,240 $3.2M
Cresset Asset Management, LLC 0.01% Add +6.0% 36,239 $3.2M
Randolph Co Inc 0.39% Add +3.7% 36,128 $3.2M
Exencial Wealth Advisors, LLC 0.12% Reduce -6.6% 36,122 $3.2M
Empowered Funds, LLC 0.05% Add +6.3% 35,812 $3.1M
Stephens Inc. 0.05% Add +14.2% 35,169 $3.1M
AXA S.A. 0.01% Add +8.2% 34,500 $3.0M
B. Riley Wealth Advisors, Inc. 0.08% Add +32.5% 34,375 $3.0M
BTG Pactual Asset Management US LLC 0.75% — 34,262 $3.0M
Hartford Investment Management Co. 0.10% Reduce -0.7% 33,759 $3.0M
Mirae Asset Securities (usa) Inc. 0.19% — 33,635 $3.0M
Cyndeo Wealth Partners, LLC 0.23% Reduce -0.4% 33,536 $2.9M
Pinnacle Associates Ltd. 0.05% Reduce -8.5% 33,045 $2.9M
Raymond James Trust N.A. 0.07% Add +10.7% 32,931 $2.9M
Cornerstone Advisors, LLC 0.12% Reduce -15.9% 32,800 $2.9M
Metis Global Partners, LLC 0.10% Add +5.1% 32,681 $2.9M
Tiaa Trust, National Association 0.01% Reduce -17.7% 32,571 $2.9M
Eliot Finkel Investment Counsel, LLC 1.88% Add +4.2% 32,464 $2.8M
First Citizens Bank & Trust Co. 0.05% Add +5.9% 32,182 $2.8M
Hantz Financial Services, Inc. 0.05% Reduce -2.5% 32,097 $2.8M
Jump Financial, LLC 0.06% Add +282.8% 31,683 $2.8M
First Bank & Trust 0.56% Add +6.1% 31,569 $2.8M
Cypress Capital Group 0.33% Add +1.0% 31,340 $2.7M
Rakuten Investment Management, Inc. 0.02% Add +62.0% 31,086 $2.7M
Principle Wealth Partners LLC 0.21% Add +3.4% 31,055 $2.7M
First National Bank of Mount Dora, Trust Investment Services 0.65% Reduce -28.8% 30,943 $2.7M
Worldquant Millennium Advisors LLC 0.02% New 30,774 $2.7M
Independent Advisor Alliance 0.09% Add +21.7% 30,599 $2.7M
Whittier Trust Co. of Nevada Inc. 0.07% Add +2.0% 30,595 $2.7M
Stamos Capital Partners, L.P. 0.57% New 30,390 $2.7M
Securian Asset Management, Inc. 0.08% Reduce -2.1% 30,309 $2.7M
HBW Advisory Services LLC 0.43% Add +34.3% 29,767 $2.6M
Prime Capital Investment Advisors, LLC 0.04% Reduce -19.5% 29,528 $2.6M
Integrated Wealth Concepts LLC 0.04% Reduce -11.8% 29,248 $2.6M
HB Wealth Management, LLC 0.03% Add +33.5% 28,980 $2.5M
Ascent Group, LLC 0.21% Reduce -13.5% 28,843 $2.5M
Berkshire Asset Management LLC 0.12% Reduce -0.9% 28,535 $2.5M
Man Group plc 0.01% Add +16.7% 28,036 $2.5M
Granite Group Advisors, LLC 1.86% Reduce -1.5% 28,003 $2.5M
Federation des caisses Desjardins du Quebec 0.01% Add +27.0% 27,982 $2.5M
Arkadios Wealth Advisors 0.16% Reduce -8.4% 27,808 $2.4M
Spreng Capital Management, Inc. 1.26% Reduce -3.6% 27,644 $2.4M
L & S Advisors Inc 0.31% New 27,329 $2.4M
1ST Source Bank 0.14% Reduce -0.3% 26,932 $2.4M
Citizens National Bank Trust Department 0.53% Add +8.2% 26,922 $2.4M
Whalerock Point Partners, LLC 0.63% No change 26,856 $2.4M
Thrivent Financial for Lutherans 0.00% Add +10.7% 26,743 $2.3M
New Mexico Educational Retirement Board 0.08% No change 26,538 $2.3M
Oppenheimer Asset Management Inc. 0.03% Add +27.2% 26,498 $2.3M
Park Avenue Securities LLC 0.03% Reduce -7.3% 26,460 $2.3M
Jones Financial Companies LLLP 0.00% Add +195.4% 26,450 $2.3M
PFG Investments, LLC 0.16% Add +5.0% 26,271 $2.3M
Smith Salley Wealth Management 0.16% Add +0.6% 25,990 $2.3M
Strategic Advisors LLC 0.44% No change 25,958 $2.3M
Cwm, LLC 0.01% Add +2.0% 25,708 $2.3M
Cary Street Partners Investment Advisory LLC 0.09% Add +7.8% 25,665 $2.3M
NewEdge Advisors, LLC 0.02% Add +5.4% 25,561 $2.2M
Rockline Wealth Management, LLC 0.69% Add +1.5% 25,562 $2.2M
HighPoint Advisor Group LLC 0.13% Add +12.3% 22,528 $2.2M
Kentucky Farm Bureau Mutual Insurance Co 0.50% No change 25,000 $2.2M
Colonial Trust Advisors 0.21% Reduce -2.5% 24,678 $2.2M
Joseph Group Capital Management 1.11% Add +10.8% 24,303 $2.1M
Stratos Wealth Partners, LTD. 0.03% Reduce -9.9% 23,981 $2.1M
Fulton Bank, N.A. 0.08% Reduce -0.9% 23,938 $2.1M
Tokio Marine Asset Management Co. Ltd. 0.10% Add +1.9% 23,335 $2.0M
Strategic Blueprint, LLC 0.14% Reduce -0.5% 23,317 $2.0M
Advanced Asset Management Advisors Inc 0.54% New 23,225 $2.0M
Beacon Pointe Advisors, LLC 0.02% Reduce -9.3% 23,062 $2.0M
PDT Partners, LLC 0.19% Add +0.1% 23,000 $2.0M
Wbi Investments, LLC 0.48% New 22,572 $2.0M
AMG National Trust Bank 0.05% New 22,531 $2.0M
Transcend Capital Advisors, LLC 0.14% Add +2.6% 22,389 $2.0M
NorthCrest Asset Manangement, LLC 0.06% Add +3.1% 22,260 $2.0M
Clearbridge Investments, LLC 0.00% Reduce -22.4% 22,189 $1.9M
Norinchukin Bank, The 0.06% Add +1.8% 22,166 $1.9M
TFG Advisers LLC 0.75% Reduce -1.9% 22,065 $1.9M
IFP Advisors, Inc 0.08% Reduce -3.8% 21,918 $1.9M
Ieq Capital, LLC 0.03% Add +53.1% 21,794 $1.9M
Crossmark Global Holdings, Inc. 0.04% Reduce -3.9% 21,789 $1.9M
Flputnam Investment Management Co. 0.04% Add +338.9% 21,501 $1.9M
Hodges Capital Management Inc. 0.13% Add +14.6% 21,498 $1.9M
Choreo, LLC 0.03% Add +183.6% 21,534 $1.9M
Brown Advisory Inc. 0.00% Reduce -1.9% 21,412 $1.9M
MAI Capital Management 0.02% Reduce -2.8% 21,338 $1.9M
Apollon Wealth Management, LLC 0.06% Reduce -0.5% 21,308 $1.9M
Miller Howard Investments Inc. 0.06% Reduce -0.6% 21,103 $1.9M
Ameritas Investment Partners, Inc. 0.06% Reduce -0.7% 20,800 $1.8M
XTX Topco Ltd 0.16% New 20,772 $1.8M
Investment Partners, LTD. 0.81% Add +1.7% 20,656 $1.8M
Concurrent Investment Advisors, LLC 0.06% Add +106.3% 20,235 $1.8M
Sound View Wealth Advisors Group, LLC 0.18% Reduce -1.6% 19,966 $1.8M
Wolverine Trading, LLC 0.03% Add +74.2% 19,953 $1.8M
Summit Financial, LLC 0.08% Add +83.2% 19,919 $1.7M
Commonwealth Financial Services, LLC 0.35% Reduce -2.0% 19,760 $1.7M
Jamison Private Wealth Management, Inc. 0.28% Reduce -2.9% 19,463 $1.7M
South Dakota Investment Council 0.03% Reduce -0.1% 19,341 $1.7M
Huber Capital Management LLC 0.38% Add +167.5% 19,262 $1.7M
Pathway Financial Advisers, LLC 0.61% Add +0.6% 19,290 $1.7M
Intrust Bank NA 0.18% Add +1.4% 18,977 $1.7M
Wedbush Securities Inc. 0.06% Add +4.3% 18,966 $1.7M
Garrison Asset Management, LLC 0.87% Reduce -0.1% 18,900 $1.7M
Acadian Asset Management LLC 0.01% New 18,857 $1.7M
Raleigh Capital Management Inc. 0.70% Reduce -7.5% 18,835 $1.7M
United Capital Financial Advisors, LLC 0.01% Add +1.0% 18,658 $1.6M
Advisors Asset Management, Inc. 0.03% Add +19.2% 18,639 $1.6M
Meiji Yasuda Asset Management Co Ltd. 0.07% Add +0.5% 18,630 $1.6M
KMG Fiduciary Partners, LLC 0.16% Add +4.4% 18,396 $1.6M
Brevan Howard Capital Management LP 0.11% New 18,353 $1.6M
Verdence Capital Advisors LLC 0.14% Add +0.2% 18,290 $1.6M
OMERS ADMINISTRATION Corp 0.02% New 18,267 $1.6M
Nebula Research & Development LLC 0.26% New 18,232 $1.6M
Versor Investments LP 0.29% New 18,118 $1.6M
Maven Securities LTD 0.25% Add +575.1% 18,093 $1.6M
LS Investment Advisors, LLC 0.25% Add +0.0% 17,930 $1.6M
Bleakley Financial Group, LLC 0.05% Reduce -2.2% 17,893 $1.6M
Simplicity Wealth,LLC 0.04% Reduce -2.1% 17,888 $1.6M
Altus Wealth Group LLC 0.78% Add +2.7% 17,858 $1.6M
Vectors Research Management, LLC 0.48% Reduce -3.9% 17,724 $1.6M
B. Metzler seel. Sohn & Co. AG 0.01% No change 17,692 $1.6M
Focus Partners Wealth 0.01% Add +67.3% 17,499 $1.5M
First County Bank 0.79% Reduce -6.5% 17,425 $1.5M
River Wealth Advisors LLC 0.22% Reduce -9.9% 17,420 $1.5M
Empirical Finance, LLC 0.10% Reduce -5.5% 17,399 $1.5M
Secure Asset Management, LLC 0.29% Add +4.3% 17,368 $1.5M
Seven Eight Capital, LP 0.16% New 17,319 $1.5M
Moors & Cabot, Inc. 0.08% Reduce -1.3% 17,165 $1.5M
Two Sigma Investments, LP 0.00% No change 17,100 $1.5M
G&S Capital LLC 0.65% New 16,497 $1.5M
Kentucky Retirement Systems Insurance Trust Fund 0.10% Reduce -2.0% 17,002 $1.5M
J.W. Cole Advisors, Inc. 0.07% Add +3.3% 16,850 $1.5M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.5% 16,775 $1.5M
Hennion & Walsh Asset Management, Inc. 0.08% Reduce -1.8% 16,746 $1.5M
Kingsview Wealth Management, LLC 0.03% Add +22.2% 16,232 $1.4M
Courier Capital LLC 0.11% Reduce -8.0% 16,103 $1.4M
Mediolanum International Funds Ltd 0.02% No change 17,137 $1.4M
Wealthspire Advisors, LLC 0.02% Add +1.6% 16,100 $1.4M
Prudential PLC 0.01% No change 16,035 $1.4M
Harvest Fund Management Co., Ltd 0.10% Add +2.9% 15,950 $1.4M
Praxis Investment Management Inc. 0.10% No change 16,270 $1.4M
Beese Fulmer Investment Management, Inc. 0.13% Reduce -69.0% 15,895 $1.4M
Teza Capital Management LLC 0.17% New 15,894 $1.4M
First Trust Direct Indexing L.P. 0.09% Add +21.9% 15,894 $1.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -1.1% 15,842 $1.4M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +27.1% 15,787 $1.4M
United Services Automobile Association 0.04% Reduce -4.3% 15,762 $1.4M
First Hawaiian Bank 0.05% Reduce -1.0% 15,745 $1.4M
Capstone Investment Advisors, LLC 0.06% Add +85.4% 15,742 $1.4M
Lockheed Martin Investment Management Co. 0.08% Reduce -41.0% 15,700 $1.4M
Kornitzer Capital Management Inc. 0.03% No change 15,700 $1.4M
Prospera Financial Services Inc 0.04% Reduce -12.7% 15,650 $1.4M
&partners 0.06% New 15,686 $1.4M
Rwa Wealth Partners, LLC 0.02% Reduce -0.4% 15,532 $1.4M
B.O.S.S. Retirement Advisors, LLC 0.35% Add +4.0% 15,510 $1.4M
Maxi Investments CY Ltd 0.30% Add +333.6% 15,480 $1.4M
Edgestream Partners, L.P. 0.07% New 15,445 $1.4M
Rezny Wealth Management, Inc. 0.36% Add +5.0% 15,374 $1.3M
Gilliland Jeter Wealth Management LLC 0.45% No change 15,348 $1.3M
United Bank 0.17% No change 15,157 $1.3M
Mainstay Capital Management LLC 0.23% Add +4.4% 15,140 $1.3M
Concourse Financial Group Securities, Inc. 0.08% Reduce -6.4% 15,015 $1.3M
Ilmarinen Mutual Pension Insurance Co 0.02% Reduce -21.1% 15,000 $1.3M
Sherbrooke Park Advisers LLC 0.23% New 14,997 $1.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.22% Reduce -1.6% 14,991 $1.3M
JGP Wealth Management, LLC 0.19% Reduce -4.7% 14,858 $1.3M
Searle & Co. 0.30% Add +4.2% 14,834 $1.3M
Valeo Financial Advisors, LLC 0.04% Reduce -9.2% 14,822 $1.3M
NJ State Employees Deferred Compensation Plan 0.16% No change 14,760 $1.3M
Archer Investment Corp 0.38% Reduce -1.3% 14,699 $1.3M
Synovus Financial Corp. 0.02% Reduce -10.1% 14,602 $1.3M
CENTRAL TRUST Co 0.03% Reduce -0.1% 14,556 $1.3M
Icon Advisers Inc. 0.29% Reduce -26.2% 14,618 $1.3M
Allworth Financial LP 0.01% Reduce -7.5% 13,646 $1.3M
SS&H Financial Advisors, Inc. 0.50% No change 14,456 $1.3M
Avitas Wealth Management LLC 0.19% Add +0.2% 14,431 $1.3M
Snowden Capital Advisors LLC 0.04% Add +8.3% 14,426 $1.3M
Summit Global Investments 0.09% Add +273.3% 14,279 $1.3M
My Legacy Advisors, LLC 0.40% Add +1.5% 14,089 $1.2M
Mgo One Seven LLC 0.06% Add +3.7% 13,982 $1.2M
Brandywine Oak Private Wealth LLC 0.13% Reduce -3.5% 13,974 $1.2M
Trivium Point Advisory, LLC 0.18% Reduce -9.7% 13,585 $1.2M
Buckingham Strategic Wealth, LLC 0.01% Reduce -3.9% 13,505 $1.2M
Equitable Trust Co. 0.08% Add +0.9% 13,505 $1.2M
Wealth Alliance, LLC 0.15% Add +1.2% 13,400 $1.2M
Equitable Holdings, Inc. 0.01% Add +3.2% 13,297 $1.2M
LVW Advisors, LLC 0.17% Add +14.0% 13,293 $1.2M
Colonial Trust Co / SC 0.20% Reduce -1.1% 13,165 $1.2M
NTV Asset Management LLC 0.16% Add +5.4% 13,123 $1.2M
Lido Advisors, LLC 0.01% Add +19.6% 13,106 $1.1M
Paradigm Asset Management Co. LLC 0.32% New 13,100 $1.1M
Focus Partners Advisor Solutions, LLC 0.03% Add +5.0% 13,095 $1.1M
Freedom Investment Management, Inc. 0.09% Add +10.8% 13,031 $1.1M
Probity Advisors, Inc. 0.24% Reduce -1.3% 13,024 $1.1M
Perigon Wealth Management, LLC 0.03% Reduce -2.2% 12,969 $1.1M
FineMark National Bank & Trust 0.04% Reduce -3.8% 12,949 $1.1M
Koshinski Asset Management, Inc. 0.10% Reduce -9.2% 12,894 $1.1M
Waters Parkerson & Co., LLC 0.06% Add +0.1% 12,848 $1.1M
TKG Advisors, LLC 0.60% New 12,698 $1.1M
Advisory Services Network, LLC 0.02% Add +0.9% 12,580 $1.1M
Sigma Planning Corp 0.03% Reduce -0.5% 12,559 $1.1M
GAMMA Investing LLC 0.15% Add +28.8% 12,526 $1.1M
Park National Corp. 0.04% Add +0.4% 12,438 $1.1M
Ameritas Advisory Services, LLC 0.04% Reduce -4.5% 12,429 $1.1M
Moody National Bank Trust Division 0.08% Add +2.1% 12,420 $1.1M
Jackson Hole Capital Partners, LLC 0.24% New 12,390 $1.1M
Meeder Advisory Services, Inc. 0.08% Add +31.2% 12,208 $1.1M
OneDigital Investment Advisors LLC 0.01% Add +0.5% 12,201 $1.1M
Royal Fund Management, LLC 0.14% New 12,198 $1.1M
Provenance Wealth Advisors, LLC 0.15% Add +0.5% 12,177 $1.1M
Flagship Harbor Advisors, LLC 0.06% Reduce -1.8% 12,175 $1.1M
Qube Research & Technologies Ltd 0.00% Add +37.4% 12,113 $1.1M
First Dallas Securities Inc. 0.47% Add +12.3% 12,092 $1.1M
Burke & Herbert Bank & Trust Co. 0.26% New 12,039 $1.1M
Albion Financial Group 0.08% No change 12,020 $1.1M
Mutual Advisors, LLC 0.03% Reduce -7.0% 10,609 $1.0M
Hartford Funds Management Co LLC 0.10% Add +85.5% 11,710 $1.0M
Investment Management Corp of Ontario 0.03% Add +37.9% 11,642 $1.0M
Brown Brothers Harriman & Co. 0.01% Add +113.7% 11,641 $1.0M
Level Four Advisory Services, LLC 0.05% Reduce -15.2% 11,520 $1.0M
Inspire Trust Co, N.A. 0.33% Add +44.7% 11,361 $997K
Claro Advisors Inc. 0.16% Add +3.0% 11,355 $996K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -30.7% 11,327 $994K
Tidal Investments LLC 0.01% Reduce -13.6% 11,316 $993K
Ballentine Partners, LLC 0.02% Reduce -1.9% 11,269 $989K
Lanark Financial, Inc. 0.09% Reduce -7.7% 11,204 $983K
Morningstar Investment Management LLC 0.10% Reduce -4.8% 11,183 $981K
Stratos Wealth Advisors, LLC 0.05% Add +0.5% 11,075 $972K
GS Investments, Inc. 0.46% No change 11,050 $970K
Meridian Investment Counsel Inc. 0.31% Add +98.8% 11,015 $966K
Spirit of America Management Corp. 0.20% No change 11,000 $965K
Marino, Stram & Associates LLC 0.23% Reduce -0.3% 10,915 $958K
ARS Investment Partners, LLC 0.09% Reduce -2.5% 10,868 $954K
Texas Yale Capital Corp. 0.05% Add +6.9% 10,818 $949K
Private Trust Co. NA 0.10% Add +12.8% 10,808 $948K
Laird Norton Wetherby Wealth Management, LLC 0.04% Reduce -6.8% 10,720 $941K
SeaCrest Wealth Management, LLC 0.11% Reduce -3.3% 10,695 $938K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -0.4% 10,650 $934K
Hancock Whitney Corp. 0.03% Reduce -1.3% 10,574 $928K
Wealthcare Advisory Partners LLC 0.03% Reduce -1.1% 10,506 $922K
Radnor Capital Management, LLC 0.28% Add +2.2% 10,496 $921K
Brighton Jones LLC 0.03% Add +0.7% 10,441 $916K
GAMCO Investors 0.01% No change 10,400 $912K
nVerses Capital, LLC 0.55% Add +10300.0% 10,400 $912K
Gryphon Financial Partners LLC 0.14% Add +10.0% 10,335 $907K
Wexford Capital LP 0.23% Reduce -7.4% 10,319 $905K
Everpar Advisors LLC 0.45% Add +25.3% 10,304 $904K
Gallagher Fiduciary Advisors, LLC 0.20% Add +3.9% 10,273 $901K
Jackson Square Capital, LLC 0.22% Add +256.9% 10,251 $899K
Schnieders Capital Management LLC 0.18% Reduce -5.1% 10,209 $896K
Certified Advisory Corp 0.11% Add +0.0% 10,071 $884K
Horizon Investments, LLC 0.02% Add +5.0% 10,135 $881K
Oxford Financial Group, LTD. LLC 0.06% Add +5.8% 10,019 $879K
Supplemental Annuity Collective Trust of NJ 0.27% No change 10,000 $877K
Magnetar Financial LLC 0.02% New 9,999 $877K
Ar Asset Management Inc. 0.21% No change 10,000 $877K
Affinity Investment Advisors, LLC 0.66% No change 9,969 $875K
Harbour Investments, Inc. 0.03% Reduce -17.2% 9,919 $870K
EP Wealth Advisors, LLC 0.01% Add +10.9% 9,826 $862K
iSAM Funds (UK) Ltd 0.63% New 9,652 $847K
Benjamin F. Edwards & Company, Inc. 0.01% Add +2.0% 9,616 $844K
Gladstone Institutional Advisory LLC 0.04% Add +14.9% 9,608 $843K
Geneos Wealth Management Inc. 0.04% Reduce -4.0% 9,582 $841K
Beck Bode, LLC 0.17% New 9,513 $835K
Ancora Advisors LLC 0.02% Add +15.9% 9,457 $830K
Navalign, LLC 0.26% Add +3.8% 9,408 $825K
Csenge Advisory Group 0.05% Reduce -13.1% 9,352 $821K
StoneX Group Inc. 0.07% Add +13.2% 9,349 $820K
Mirador Capital Partners LP 0.15% Reduce -1.3% 9,278 $814K
Columbia Asset Management 0.15% Add +5.6% 9,281 $814K
Founders Financial Alliance, LLC 0.24% Reduce -3.1% 9,257 $812K
Signaturefd, LLC 0.02% Add +5.3% 9,213 $808K
Wolff Financial Management LLC 0.59% No change 9,124 $801K
Cadence Bank 0.06% Reduce -14.4% 9,088 $797K
Prudent Man Advisors, LLC 0.28% Add +3.9% 9,042 $793K
Greenleaf Trust 0.01% Add +4.4% 9,018 $791K
Constitution Capital LLC 0.42% Add +1.1% 9,000 $790K
Armstrong Advisory Group, Inc. 0.07% Reduce -8.2% 8,950 $785K
Mark Sheptoff Financial Planning, LLC 0.44% Add +1.1% 8,925 $783K
Intrua Financial, LLC 0.13% Reduce -8.0% 8,925 $783K
Keystone Financial Group 0.28% Add +7.0% 8,904 $781K
Plan Group Financial, LLC 0.48% Add +84.6% 8,887 $780K
1834 Investment Advisors Co. 0.09% Add +2.9% 8,879 $779K
Clearstead Advisors, LLC 0.01% Add +125.6% 8,851 $777K
Busey Bank 0.03% Reduce -0.5% 8,836 $775K
Procyon Advisors, LLC 0.06% Reduce -5.8% 8,834 $775K
Rogco, LP 0.31% Add +10.0% 8,763 $769K
Aptus Capital Advisors, LLC 0.01% Add +9.6% 8,645 $759K
SVB Wealth LLC 0.02% Reduce -1.2% 8,609 $755K
HBK Sorce Advisory LLC 0.03% Reduce -6.8% 8,500 $746K
Sumitomo Life Insurance Co. 0.02% Reduce -11.8% 8,475 $744K
CreativeOne Wealth, LLC 0.04% Add +8.9% 8,444 $741K
Longfellow Investment Management Co. LLC 0.19% Add +0.7% 8,432 $740K
Dynamic Technology Lab Private Ltd 0.08% New 8,424 $739K
Hyman Charles D 0.04% Reduce -5.1% 8,419 $739K
MKT Advisors LLC 0.37% Add +0.1% 8,402 $737K
Pekin Hardy Strauss, Inc. 0.10% Reduce -12.5% 8,379 $735K
Aviva PLC 0.00% Add +5.9% 8,361 $734K
STF Management LP 0.31% Reduce -4.5% 8,358 $733K
Trust Co. of Toledo NA 0.11% Add +25.7% 8,290 $727K
Tradewinds, LLC. 0.22% Add +4.2% 8,274 $726K
Bailard, Inc. 0.02% Reduce -0.8% 8,246 $724K
Elevated Capital Advisors, LLC 0.20% New 8,198 $719K
Investors Research Corp 0.17% No change 8,195 $719K
Fourpath Capital Management, LLC 0.53% Reduce -3.2% 8,169 $717K
Asset Dedication, LLC 0.05% Reduce -4.4% 8,117 $712K
Smith, Moore & Co. 0.07% Reduce -3.1% 8,058 $707K
NovaPoint Capital, LLC 0.24% Add +10.2% 7,991 $701K
Twin Capital Management Inc. 0.08% Add +3.6% 7,930 $696K
HM Payson & Co. 0.01% Add +9.2% 7,865 $690K
Essex Financial Services, Inc. 0.05% Add +77.2% 7,008 $687K
Merit Financial Group, LLC 0.02% Reduce -3.1% 7,822 $686K
IHT Wealth Management, LLC 0.03% Add +4.7% 7,814 $686K
Frank, Rimerman Advisors LLC 0.05% Add +97037.5% 7,771 $682K
Walter & Keenan Wealth Management LLC /in/ 0.22% Add +203.6% 7,741 $679K
Coldstream Capital Management Inc. 0.02% Reduce -2.1% 7,709 $676K
PDS Planning, Inc 0.07% Add +0.8% 7,705 $676K
Evergreen Capital Management LLC 0.02% Add +1.8% 7,695 $675K
Two Sigma Securities, LLC 0.03% New 7,686 $674K
Buckingham Capital Management, Inc. 0.08% Reduce -32.6% 7,670 $673K
Accurate Wealth Management, LLC 0.16% Reduce -0.8% 7,387 $672K
Dynamic Advisor Solutions LLC 0.02% Reduce -6.1% 7,651 $671K
Mather Group, Llc. 0.01% Add +32.1% 7,735 $666K
Hilltop Holdings Inc. 0.08% Add +5.0% 7,587 $666K
SageView Advisory Group, LLC 0.04% Reduce -31.3% 7,525 $660K
Martingale Asset Management L P 0.01% Add +56.4% 7,486 $657K
Empire Financial Management Company, LLC 0.22% No change 7,475 $656K
Capital Advisors Inc. 0.01% Reduce -4.5% 7,467 $655K
Waverly Advisors, LLC 0.01% Add +82.4% 7,393 $649K
Pettyjohn, Wood & White, Inc. 0.13% Reduce -8.6% 7,391 $648K
Retirement Guys Formula LLC 0.31% Add +0.7% 7,360 $646K
Entropy Technologies, LP 0.07% New 7,308 $641K
Forte Capital LLC 0.08% Reduce -0.3% 7,302 $641K
Bard Financial Services, Inc. 0.06% No change 7,155 $628K
Legacy Advisors, LLC 0.08% New 7,149 $627K
Aviance Capital Partners, LLC 0.09% Add +0.1% 7,139 $626K
Trueblood Wealth Management, LLC 0.35% No change 7,124 $625K
Parallel Advisors, LLC 0.02% Reduce -3.5% 7,089 $622K
Stonegate Investment Group, LLC 0.02% Add +17.8% 7,022 $616K
Blue Chip Partners, LLC 0.06% Reduce -2.4% 7,000 $614K
Los Angeles Capital Management LLC 0.00% Add +70.3% 6,983 $613K
Farther Finance Advisors, LLC 0.03% Add +26.4% 7,018 $613K
Crestwood Advisors Group, LLC 0.01% Reduce -11.6% 6,979 $612K
Clarity Financial LLC 0.09% Add +4.3% 6,974 $612K
Financial Advocates Investment Management 0.04% Reduce -1.9% 6,929 $608K
Checchi Capital Advisers, LLC 0.05% Add +3.5% 6,890 $605K
Seelaus Asset Management LLC 0.63% Add +1.5% 6,875 $603K
Welch Group, LLC 0.03% Add +1.8% 6,843 $600K
Ti-Trust, Inc. 0.46% No change 6,840 $600K
Compound Planning, Inc. 0.04% Add +36.5% 6,828 $599K
A. D. Beadell Investment Counsel, Inc. 0.50% Add +9.6% 6,835 $599K
Bank & Trust Co 0.51% — 6,780 $595K
Powell Investment Advisors, LLC 0.31% Add +1.0% 6,773 $594K
Graves Light Lenhart Wealth, Inc. 0.07% Add +0.3% 6,788 $592K
Private Capital Management, LLC 0.07% Reduce -21.1% 6,750 $592K
Garrison Point Advisors, LLC 0.39% No change 6,725 $590K
Kuhn & Co Investment Counsel 0.53% No change 6,718 $589K
Next Capital Management LLC 0.25% Reduce -0.1% 6,707 $588K
Rehmann Capital Advisory Group 0.04% Add +3.0% 6,680 $586K
Caprock Group, LLC 0.02% Add +111.5% 6,678 $586K
Nations Financial Group Inc, /Ia/ 0.05% Add +5.8% 6,656 $584K
Alpha Family Trust 0.34% No change 6,650 $583K
Zimmer Partners, LP 0.01% Reduce -99.3% 6,637 $582K
SouthState Bank Corp 0.04% Reduce -4.6% 6,634 $582K
Foundations Investment Advisors, LLC 0.01% Add +16.5% 6,608 $580K
TCV Trust & Wealth Management, Inc. 0.06% Add +1.5% 6,590 $578K
Gotham Asset Management 0.01% Add +21.9% 6,573 $577K
Peddock Capital Advisors, LLC 0.15% Add +2.7% 6,532 $573K
High Net Worth Advisory Group LLC 0.17% Add +35.8% 6,483 $569K
Portside Wealth Group, LLC 0.11% Reduce -3.2% 6,470 $568K
Smart Money Group LLC 0.20% Reduce -3.3% 5,740 $563K
KCM Investment Advisors LLC 0.02% Add +0.4% 6,390 $561K
ARS Wealth Advisors Group, LLC 0.07% Add +0.2% 6,387 $560K
Mendel Money Management 0.26% Add +0.4% 6,381 $560K
Titleist Asset Management, LLC 0.08% Reduce -2.5% 6,362 $558K
Chicago Capital, LLC 0.02% No change 6,345 $557K
Western Wealth Management, LLC 0.04% Reduce -1.0% 6,314 $554K
King Luther Capital Management Corp. 0.00% Add +10.8% 6,255 $549K
Gibson Wealth Advisors LLC 0.51% No change 6,248 $548K
Global Retirement Partners, LLC 0.02% Add +28.9% 6,240 $547K
Cornerstone Advisory, LLC 0.08% Reduce -27.3% 6,239 $547K
Neville Rodie & Shaw Inc. 0.04% No change 6,240 $547K
Great Valley Advisor Group, Inc. 0.02% Add +0.1% 6,207 $545K
Quadrant Capital Group LLC 0.04% Add +6.0% 6,175 $542K
Parcion Private Wealth LLC 0.05% Add +0.1% 6,119 $537K
W.G. Shaheen & Associates DBA Whitney & Co 0.06% Reduce -13.5% 6,100 $535K
Premier Path Wealth Partners, LLC 0.09% Add +3.8% 6,029 $529K
Dearborn Partners LLC 0.02% Add +13.8% 5,916 $519K
Advisory Resource Group 0.12% Reduce -2.4% 5,880 $516K
Modera Wealth Management, LLC 0.01% Reduce -8.8% 5,865 $515K
Bank Ozk 0.22% No change 5,817 $510K
Chiron Capital Management, LLC 0.49% Reduce -28.4% 5,806 $509K
Northcape Wealth Management, LLC 0.18% Reduce -7.4% 5,798 $509K
ICICI Prudential Asset Management Co Ltd 0.06% Add +10.5% 5,790 $508K
Atlantic Union Bankshares Corp 0.03% New 5,784 $507K
Sandy Spring Bank 0.02% Reduce -0.3% 5,780 $507K
Ground Swell Capital, LLC 0.49% Reduce -33.9% 5,751 $505K
Schechter Investment Advisors, LLC 0.04% Add +3.4% 5,744 $504K
Donaldson Capital Management, LLC 0.02% Reduce -10.2% 5,708 $501K
Liberty Capital Management, Inc. 0.12% Reduce -1.7% 5,700 $500K
Family Legacy, Inc. 0.18% Reduce -0.9% 5,683 $499K
Stanley-Laman Group, Ltd. 0.07% No change 5,659 $497K
Norden Group LLC 0.10% Add +15.6% 5,628 $494K
Krane Funds Advisors LLC 0.02% Reduce -0.9% 5,620 $493K
Franklin Street Advisors Inc. 0.04% Add +14.8% 5,615 $493K
Shulman DeMeo Asset Management LLC 0.13% Add +1.2% 5,615 $493K
Diversified Trust Co. 0.01% Add +42.2% 5,592 $491K
Cigna Investments Inc. 0.09% Add +1.3% 5,556 $487K
Carnegie Investment Counsel 0.02% Add +3.5% 5,511 $483K
Atwood & Palmer Inc. 0.04% No change 5,500 $483K
Cohen Klingenstein LLC 0.02% No change 5,500 $483K
Stock Yards Bank & Trust Co. 0.02% Reduce -1.8% 5,499 $482K
OneAscent Financial Services LLC 0.07% Reduce -2.3% 5,485 $481K
Aberdeen Wealth Management LLC 0.32% No change 5,433 $477K
Ironwood Investment Counsel, LLC 0.09% Add +3.4% 5,429 $476K
Howe & Rusling Inc. 0.04% Add +0.6% 5,415 $475K
WBH Advisory Inc. 0.05% Reduce -3.2% 5,408 $474K
City State Bank 0.19% No change 5,405 $474K
Indiana Trust & Investment Management Co 0.17% Reduce -0.3% 5,292 $464K
E Fund Management Co., Ltd. 0.03% Add +2.0% 5,286 $464K
Bessemer Group Inc. 0.00% Reduce -5.0% 5,248 $461K
Jaffetilchin Investment Partners, LLC 0.04% Reduce -1.4% 5,241 $460K
Investment House LLC 0.03% Reduce -8.7% 5,233 $459K
Bank of Hawaii 0.02% Reduce -7.2% 5,232 $459K
Focus Financial Network, Inc. 0.02% Reduce -8.3% 4,899 $458K
Arete Wealth Advisors, LLC 0.04% New 5,179 $454K
Cornell Pochily Investment Advisors, Inc. 0.17% Add +9.7% 5,158 $453K
Anchor Investment Management, LLC 0.05% No change 5,157 $452K
Eagle Strategies LLC 0.09% New 5,153 $452K
Cedrus LLC 0.23% Reduce -4.7% 5,153 $452K
Platform Technology Partners 0.15% — 5,124 $450K
WMS Partners, LLC 0.03% New 5,119 $449K
Fisher Asset Management 0.00% Reduce -24.5% 5,115 $449K
Advisory Alpha, LLC 0.02% Add +12.3% 5,107 $448K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +2.1% 5,069 $445K
Bank of Stockton 0.14% Add +2.2% 5,062 $444K
Park Place Capital Corp 0.14% Reduce -20.3% 5,060 $444K
Advisor OS, LLC 0.05% Reduce -8.7% 5,045 $443K
Glenview Trust Co 0.01% Reduce -7.6% 5,038 $442K
Summit Financial Strategies, Inc. 0.05% Reduce -0.3% 5,028 $441K
Avity Investment Management Inc. 0.04% Add +103.1% 5,024 $441K
Midwest Professional Planners, LTD. 0.15% Add +8.9% 5,019 $440K
Hexagon Capital Partners LLC 0.09% Reduce -0.1% 4,978 $437K
9258 Wealth Management, LLC 0.07% Add +0.2% 4,976 $437K
Cassaday & Co Wealth Management LLC 0.01% Add +0.4% 4,971 $436K
Wedmont Private Capital 0.03% Add +6.6% 4,789 $436K
Lanham O'Dell & Company, Inc. 0.24% Add +0.8% 4,948 $434K
Rothschild Investment LLC 0.03% Reduce -0.4% 4,943 $434K
First Merchants Corp. 0.02% Add +29.5% 4,924 $432K
Tower Bridge Advisors 0.05% Reduce -36.1% 4,920 $432K
Sierra Summit Advisors LLC 0.11% Add +18.1% 4,918 $432K
Roanoke Asset Management Corp./ NY 0.14% Reduce -8.7% 4,915 $431K
Pinnacle West Asset Management, Inc. 0.33% Add +0.4% 4,875 $428K
Fifth Third Wealth Advisors LLC 0.03% Add +83.9% 4,876 $428K
Graypoint LLC 0.03% Reduce -43.6% 4,850 $426K
Northwest Bancshares, Inc. 0.07% Reduce -0.8% 4,837 $424K
River Global Investors LLP 0.12% No change 4,834 $424K
Beverly Hills Private Wealth, LLC 0.09% Reduce -9.2% 4,828 $424K
Barry Investment Advisors, LLC 0.14% Reduce -0.4% 4,811 $422K
PFG Advisors 0.03% Reduce -6.2% 4,805 $422K
Silvercrest Asset Management Group LLC 0.00% Reduce -19.8% 4,804 $422K
WealthPlan Investment Management, LLC 0.06% No change 4,800 $421K
Nixon Peabody Trust Co. 0.04% No change 4,800 $421K
Kavar Capital Partners Group, LLC 0.08% No change 4,784 $420K
Cornerstone Wealth Management, LLC 0.03% Add +5.2% 4,779 $419K
Cohen Investment Advisors LLC 0.34% Add +10.9% 5,567 $419K
Fee-Only Financial Planning, L.C. 0.28% No change 4,769 $418K
Fulton Breakefield Broenniman LLC 0.03% Add +1.4% 4,744 $416K
Walleye Capital LLC 0.00% New 4,735 $415K
Danske Bank A/S 0.00% No change 4,702 $413K
Institute for Wealth Management, LLC. 0.06% Reduce -0.3% 4,697 $412K
Gables Capital Management Inc. 0.22% Reduce -2.6% 4,693 $412K
LexAurum Advisors, LLC 0.10% Reduce -11.6% 4,681 $411K
AlphaStar Capital Management, LLC 0.04% Add +7.5% 4,651 $408K
Banque Cantonale Vaudoise 0.02% Add +58.0% 4,624 $406K
Cobblestone Capital Advisors LLC 0.03% Reduce -4.2% 4,626 $406K
OmniStar Financial Group, Inc. 0.37% New 4,622 $406K
Woodward Diversified Capital, LLC 0.24% Add +15.5% 4,620 $405K
M Holdings Securities, Inc. 0.05% New 4,615 $405K
Centennial Bank 0.20% Reduce -5.6% 4,589 $403K
Aull & Monroe Investment Management Corp 0.20% No change 4,574 $401K
Avestar Capital, LLC 0.04% Reduce -7.8% 4,558 $400K
Mission Wealth Management, LP 0.01% Reduce -13.0% 4,555 $400K
Strategic Financial Concepts, LLC 0.23% Add +156.7% 11,815 $400K
Rossmore Private Capital 0.05% Reduce -4.2% 4,552 $399K
Syon Capital LLC 0.04% Reduce -4.5% 4,546 $399K
Leo Wealth, LLC 0.04% Reduce -7.5% 4,557 $398K
HF Advisory Group, LLC 0.21% Add +2.6% 4,535 $398K
Capital Investment Advisory Services, LLC 0.04% Add +1.2% 4,517 $396K
Kingswood Wealth Advisors, LLC 0.04% Add +24.8% 4,507 $395K
Centiva Capital, LP 0.02% New 4,505 $395K
Bridges Investment Management Inc. 0.01% Add +71.6% 4,495 $394K
Heartland Bank & Trust Co 0.22% Add +0.9% 4,478 $393K
Truvestments Capital LLC 0.16% Add +20.4% 4,477 $393K
McKinley Carter Wealth Services, Inc. 0.03% Add +0.2% 4,476 $393K
Parkside Financial Bank & Trust 0.06% No change 4,473 $392K
Sky Investment Group LLC 0.08% Reduce -12.6% 4,470 $392K
Paloma Partners Management Co 0.04% Add +29.8% 4,468 $392K
Klein Pavlis & Peasley Financial, Inc. 0.35% Add +6.9% 4,454 $391K
Sterling Investment Counsel, LLC 0.15% New 4,421 $388K
Leonteq Securities AG 0.05% Reduce -3.8% 4,418 $388K
Y-Intercept (Hong Kong) Ltd 0.02% New 4,362 $383K
Nilsine Partners, LLC 0.05% No change 4,356 $382K
Sterling Wealth Management, Inc. 0.18% No change 4,351 $382K
Evercore Wealth Management, LLC 0.01% Add +0.3% 4,345 $381K
Personal Cfo Solutions, LLC 0.06% Add +1.0% 4,324 $379K
Monetary Management Group Inc. 0.10% No change 4,320 $379K
Taylor Financial Group, Inc. 0.29% No change 4,310 $378K
Independent Financial Group, LLC 0.02% Reduce -1.3% 4,307 $378K
Argyle Capital Management, LLC 0.16% New 4,300 $377K
Parsons Capital Management Inc. 0.03% No change 4,296 $377K
Allen Capital Group, LLC 0.05% Add +21.8% 4,274 $375K
Keudell/Morrison Wealth Management 0.11% Reduce -1.6% 4,269 $375K
NorthRock Partners, LLC 0.01% Add +5.5% 4,265 $374K
Harbour Trust & Investment Management Co 0.04% Reduce -2.5% 4,257 $374K
Pacifica Partners Inc. 0.16% Reduce -2.1% 4,266 $373K
Apella Capital, LLC 0.02% Add +1.1% 4,249 $373K
Realta Investment Advisors 0.07% Add +0.5% 4,240 $372K
Quantitative Investment Management, LLC 0.04% New 4,231 $371K
Clarius Group, LLC 0.03% Reduce -10.0% 4,216 $370K
Virtue Capital Management, LLC 0.06% Reduce -0.7% 3,931 $369K
Symmetry Partners, LLC 0.02% No change 4,193 $368K
Dagco, Inc. 0.16% Add +0.1% 4,156 $365K
International Assets Investment Management, LLC 0.03% Add +2.1% 4,142 $363K
Heritage Wealth Management, Inc. 0.12% — 4,110 $361K
Centennial Wealth Advisory LLC 0.16% Add +6.8% 4,114 $361K
Cidel Asset Management Inc. 0.03% Add +3.7% 4,108 $360K
David J Yvars Group 0.23% No change 4,106 $360K
Continuum Advisory, LLC 0.05% Reduce -3.6% 4,060 $356K
Rodgers Brothers Inc. 0.05% Add +17.6% 4,043 $355K
Mattern Wealth Management LLC 0.09% Reduce -27.1% 4,042 $355K
Penobscot Investment Management Company, Inc. 0.03% No change 4,041 $355K
McDonald Partners LLC 0.09% Reduce -4.7% 4,026 $353K
Welch & Forbes LLC 0.00% Reduce -7.0% 4,024 $353K
Marathon Strategic Advisors, LLC 0.41% No change 4,022 $353K
Insigneo Advisory Services, LLC 0.04% Reduce -12.9% 3,592 $352K
Lake Street Advisors Group, LLC 0.02% Add +10.1% 4,008 $352K
Savvy Advisors, Inc. 0.11% New 4,007 $352K
Summit Trail Advisors, LLC 0.01% Add +18.8% 4,004 $351K
CI Investments Inc. 0.00% Add +5.3% 3,994 $350K
Conning Inc. 0.01% Add +2.7% 3,934 $345K
Marcum Wealth, LLC 0.03% Add +3.5% 3,925 $344K
Sovereign Financial Group, Inc. 0.09% Add +0.7% 3,911 $343K
GTS Securities LLC 0.01% New 3,910 $343K
CX Institutional 0.02% Add +5.9% 3,906 $343K
Principal Securities, Inc. 0.01% Reduce -9.6% 3,902 $342K
Cannell & Spears LLC 0.01% No change 3,900 $342K
Simplex Trading, LLC 0.01% Reduce -81.3% 3,898 $342K
Northeast Investment Management 0.02% No change 3,872 $340K
GDS Wealth Management 0.04% Reduce -2.8% 3,844 $337K
Avantax Planning Partners, Inc. 0.01% Reduce -17.7% 3,829 $336K
Thomasville National Bank 0.03% Add +7.7% 3,828 $336K
Gray Wealth Management Inc. 0.14% Add +0.2% 3,828 $336K
Keel Point, LLC 0.03% New 3,421 $336K
Birmingham Capital Management Co. Inc. 0.13% Reduce -7.3% 3,820 $335K
City Holding Co. 0.05% Reduce -3.2% 3,815 $335K
Pitcairn Co. 0.02% Add +15.4% 3,797 $333K
Schonfeld Strategic Advisors LLC 0.00% New 3,790 $333K
Brendel Financial Advisors LLC 0.21% No change 3,786 $332K
Excalibur Management Corp. 0.14% Add +15.5% 3,782 $332K
Caldwell Trust Co 0.04% Add +28.3% 3,761 $330K
John G Ullman & Associates Inc. 0.05% No change 3,754 $329K
Ethic Inc. 0.01% New 3,741 $328K
Ranch Capital Advisors Inc. 0.17% Add +2.8% 3,737 $328K
Johnson Financial Group, Inc. 0.02% Reduce -43.9% 3,731 $327K
Taylor Hoffman Wealth Management 0.13% No change 3,746 $327K
Aureus Asset Management, LLC 0.02% Reduce -7.8% 3,724 $327K
Gilbert & Cook, Inc. 0.05% Reduce -8.1% 3,718 $326K
International Private Wealth Advisors LLC 0.55% Add +9.8% 3,717 $326K
Everett Harris & Co. 0.00% Reduce -3.9% 3,711 $326K
Kapitalo Investimentos Ltda 0.10% Add +4.3% 3,709 $325K
Community Trust & Investment Co. 0.02% Reduce -90.7% 3,703 $325K
Trust Point Inc. 0.03% Reduce -9.7% 3,701 $325K
Horizon Family Wealth, Inc. 0.25% Add +0.8% 3,694 $324K
Fruth Investment Management 0.09% No change 3,645 $319K
GeoWealth Management, LLC 0.01% Add +29.9% 3,629 $318K
Centre Asset Management, LLC 0.07% Reduce -25.0% 3,628 $318K
Perpetual Ltd 0.00% No change 3,598 $316K
Fullcircle Wealth LLC 0.15% — 3,320 $315K
Blue Trust, Inc. 0.00% Add +23.2% 3,664 $315K
Joel Isaacson & Co., LLC 0.02% No change 3,594 $315K
Lantz Financial LLC 0.10% Reduce -0.4% 3,594 $315K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -5.4% 3,580 $314K
Lockerman Financial Group, Inc. 0.57% Reduce -6.5% 3,576 $314K
Integrated Advisors Network LLC 0.02% Reduce -1.4% 3,573 $313K
McDonough Capital Management, Inc 0.23% Reduce -0.1% 3,572 $313K
Glassy Mountain Advisors, Inc. 0.12% Reduce -0.8% 3,570 $313K
Bedel Financial Consulting, Inc. 0.05% No change 3,567 $313K
Ignite Planners, LLC 0.08% Add +2.6% 3,558 $313K
Fayez Sarofim & Co 0.00% No change 3,550 $311K
Florida Trust Wealth Management Co 0.01% Add +5.6% 3,537 $310K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -4.1% 3,537 $310K
Good Life Advisors, LLC 0.03% Add +9.3% 3,529 $310K
AdvisorNet Financial, Inc 0.03% Add +0.3% 3,520 $309K
Abacus Planning Group, Inc. 0.06% Add +0.9% 3,512 $308K
Virginia Wealth Management Group, Inc. 0.28% No change 3,509 $308K
Annis Gardner Whiting Capital Advisors, LLC 0.09% Add +3.8% 3,509 $308K
Interactive Financial Advisors, Inc. 0.17% No change 3,500 $307K
Mathes Company, Inc. 0.11% No change 3,500 $307K
Richwood Investment Advisors, LLC 0.27% Add +10.2% 3,498 $307K
Wrapmanager Inc. 0.08% Reduce -14.1% 3,493 $306K
Angeles Investment Advisors, LLC 0.02% Reduce -3.5% 3,491 $306K
Spire Wealth Management 0.01% Add +9.9% 3,475 $305K
E&G Advisors, LLC 0.09% Reduce -2.8% 3,468 $304K
Prairie Sky Financial Group LLC 0.19% No change 3,437 $302K
Wulff, Hansen & Co. 0.30% No change 3,425 $301K
Advisors Capital Management, LLC 0.01% Reduce -21.3% 3,420 $300K
ClearAlpha Technologies LP 0.12% New 3,404 $299K
Waldron Private Wealth LLC 0.01% Add +0.6% 3,393 $298K
Peoples Bank 0.23% No change 3,387 $297K
Essex Bank 0.08% Add +21.3% 3,377 $296K
First National Bank Sioux Falls 0.15% No change 3,375 $296K
Channel Wealth LLC 0.11% Add +0.1% 3,365 $295K
United Asset Strategies, Inc. 0.03% Reduce -16.7% 3,364 $295K
Prairie Wealth Advisors, Inc. 0.15% No change 3,356 $294K
Holderness Investments Co. 0.07% Add +0.1% 3,351 $294K
Central Pacific Bank - Trust Division 0.04% No change 3,346 $294K
Guardian Wealth Management, Inc. 0.22% Reduce -2.6% 3,334 $293K
W Advisors, LLC 0.19% Add +0.6% 3,332 $292K
Southland Equity Partners LLC 0.08% Add +0.6% 3,321 $291K
Knollwood Investment Advisory, LLC 0.03% New 3,321 $291K
Trexquant Investment LP 0.00% New 3,319 $291K
Burt Wealth Advisors 0.08% Reduce -1.7% 3,314 $291K
Bank of Nova Scotia Trust Co. 0.03% No change 3,293 $289K
Peoples Bank 0.15% New 3,291 $289K
St Germain D J Co. Inc. 0.01% Reduce -24.6% 3,282 $288K
Sunbelt Securities, Inc. 0.03% Reduce -12.2% 3,281 $288K
Siemens Fonds Invest GmbH 0.02% Reduce -39.2% 3,265 $286K
Carmel Capital Partners, LLC 0.12% Add +10.0% 3,257 $286K
Nicolet Advisory Services, LLC 0.03% Add +8.4% 3,236 $286K
GGM Financial LLC 0.26% — 3,242 $284K
Prosperity Consulting Group, LLC 0.04% Add +6.1% 3,241 $284K
Lindbrook Capital, LLC 0.03% Add +28.3% 3,236 $284K
TRUE Private Wealth Advisors 0.03% No change 3,230 $283K
Gilman Hill Asset Management, LLC 0.05% Reduce -3.7% 3,220 $283K
Kovack Advisors, Inc. 0.03% Reduce -2.7% 3,219 $282K
JB Capital LLC 0.02% Add +0.7% 3,206 $281K
BCGM Wealth Management, LLC 0.10% Add +0.0% 3,205 $281K
Alhambra Investment Management LLC 0.15% New 3,193 $280K
Wealth Group, Ltd. 0.20% Reduce -3.2% 3,190 $280K
EverSource Wealth Advisors, LLC 0.02% Reduce -20.1% 2,851 $280K
Barnes Pettey Financial Advisors, LLC 0.24% Reduce -13.6% 3,188 $280K
China Universal Asset Management Co., Ltd. 0.04% Add +33.5% 3,169 $278K
Pinion Investment Advisors, LLC 0.14% Reduce -14.4% 3,158 $277K
Bullseye Investment Management, LLC 0.19% No change 2,824 $277K
Cladis Investment Advisory, LLC 0.20% No change 3,158 $277K
Lathrop Investment Management Co. 0.05% No change 3,160 $277K
Lowe Brockenbrough & Co. Inc. 0.02% Reduce -0.9% 3,154 $277K
Delta Asset Management LLC 0.03% No change 3,149 $276K
Lwmg, LLC 0.06% Add +0.1% 3,138 $275K
Accel Wealth Management 0.11% Add +0.7% 3,125 $274K
McCarthy & Cox 0.11% Add +8.6% 3,123 $274K
Single Point Partners, LLC 0.47% No change 3,126 $274K
Maia Wealth LLC 0.08% — 3,008 $274K
Capasso Planning Partners LLC 0.09% New 3,102 $272K
Bantamac Capital, LLC 0.16% Reduce -3.4% 3,099 $272K
Mirabella Financial Services LLP 0.02% New 3,088 $271K
Guardian Wealth Advisors, LLC / NC 0.03% Add +0.6% 3,076 $270K
Clifford Swan Investment Counsel LLC 0.01% No change 3,075 $270K
BLB&B Advisors, LLC 0.01% No change 3,059 $268K
Confluence Wealth Services, Inc. 0.02% Reduce -1.1% 3,055 $268K
apricus wealth, LLC 0.19% Reduce -2.4% 3,037 $266K
Moloney Securities Asset Management, LLC 0.04% Add +2.1% 3,019 $265K
Brooklyn Investment Group 0.11% No change 3,124 $264K
Novare Capital Management LLC 0.02% Add +0.6% 3,010 $264K
LMG Wealth Partners, LLC 0.07% No change 3,000 $263K
Country Trust Bank 0.01% New 3,000 $263K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% Add +2.5% 2,993 $263K
Townsend Asset Management Corp. /NC/ 0.10% No change 2,980 $261K
Gerber, LLC 0.21% No change 2,972 $261K
Sandbox Financial Partners, LLC 0.10% No change 2,970 $261K
HUB Investment Partners, LLC 0.01% Reduce -40.5% 2,970 $261K
First Trust Investment Solutions L.P. 0.04% New 2,963 $260K
Tritonpoint Wealth, LLC 0.03% New 2,963 $260K
Bremer Bank National Association 0.05% Add +0.1% 2,958 $260K
Widmann Financial Services, Inc. 0.21% No change 2,952 $259K
Hilltop National Bank 0.08% No change 2,952 $259K
Columbia Bank 0.10% Add +18.9% 2,941 $258K
Astoria Portfolio Advisors LLC. 0.09% No change 2,934 $257K
Ausdal Financial Partners, Inc. 0.03% Reduce -7.0% 2,933 $257K
Morningstar Investment Services LLC 0.00% Add +16.1% 2,886 $255K
Pinnacle Wealth Planning Services, Inc. 0.04% No change 2,889 $253K
Gradient Investments LLC 0.01% Add +46.5% 2,888 $253K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -50.3% 2,888 $253K
GPS Wealth Strategies Group, LLC 0.04% Add +0.8% 2,879 $253K
Modern Wealth Management, LLC 0.02% Add +9.8% 2,870 $252K
Oak Hill Wealth Advisors, LLC 0.08% — 2,870 $252K
TD Waterhouse Canada Inc. 0.00% Add +31.6% 2,884 $252K
Associated Banc-Corp 0.01% Add +4.5% 2,853 $250K
CHICAGO TRUST Co NA 0.05% Reduce -5.7% 2,849 $250K
Mechanics Bank Trust Department 0.04% New 2,828 $248K
SevenBridge Financial Group, LLC 0.05% Add +8.6% 2,523 $248K
Daymark Wealth Partners, LLC 0.01% New 2,825 $248K
XML Financial, LLC 0.02% Add +0.2% 2,815 $247K
Symphony Financial, Ltd. Co. 0.04% Reduce -6.4% 2,794 $247K
Hartford Financial Management Inc. 0.05% No change 2,800 $246K
Peoples Financial Services Corp. 0.11% No change 2,785 $244K
Trust Co. of Vermont 0.01% Add +12.6% 2,773 $243K
HTLF Bank 0.03% Reduce -12.8% 2,770 $243K
Ashton Thomas Securities, LLC 0.06% — 3,715 $243K
Hazlett, Burt & Watson, Inc. 0.13% Add +6.3% 2,753 $243K
Chicago Partners Investment Group LLC 0.01% New 2,476 $243K
Juncture Wealth Strategies, LLC 0.10% Reduce -52.1% 2,759 $242K
Alliance Wealth Advisors, LLC 0.07% Add +7.9% 2,757 $242K
Beaton Management Co. Inc. 0.13% Add +0.5% 2,746 $241K
Court Place Advisors, LLC 0.08% Reduce -11.2% 2,743 $241K
Harbor Investment Advisory, LLC 0.03% Reduce -2.2% 2,736 $240K
Bahl & Gaynor LLC 0.00% New 2,735 $240K
Grant/GrossMendelsohn, LLC 0.11% Add +0.9% 2,723 $239K
Creative Financial Designs Inc. 0.02% Add +23.8% 2,718 $238K
Register Financial Advisors LLC 0.12% Add +5.9% 2,709 $238K
Nordwand Advisors, LLC 0.10% New 2,687 $236K
Centaurus Financial, Inc. 0.02% Reduce -0.7% 2,665 $234K
NewEdge Wealth, LLC 0.01% Reduce -21.0% 2,659 $233K
FDx Advisors, Inc. 0.06% Reduce -19.3% 2,654 $233K
West Bancorporation Inc. 0.17% Reduce -0.9% 2,653 $233K
Gen-Wealth Partners Inc 0.11% Reduce -31.5% 2,653 $233K
Vantage Consulting Group Inc 0.17% Reduce -6.6% 2,647 $232K
Kowal Investment Group, LLC 0.05% Add +9.1% 2,627 $231K
Richardson Financial Services Inc. 0.17% Reduce -14.9% 2,624 $230K
Sunpointe, LLC 0.15% Reduce -14.3% 2,621 $230K
Midland Wealth Advisors, LLC 0.01% New 2,619 $230K
Shakespeare Wealth Management, LLC 0.07% Add +0.1% 2,617 $230K
Vinva Investment Management Ltd 0.01% Reduce -66.2% 2,595 $229K
Bouchey Financial Group, Ltd. 0.02% No change 2,614 $229K
WNY Asset Management, LLC 0.03% Reduce -3.7% 2,599 $228K
Schulhoff & Co. Inc. 0.10% No change 2,595 $228K
FSA Advisors, Inc. 0.24% Add +3.7% 2,608 $228K
Rosenberg Matthew Hamilton 0.07% Add +5.0% 2,592 $226K
German American Bancorp, Inc. 0.03% No change 2,547 $223K
Headlands Technologies LLC 0.02% New 2,545 $223K
Foster & Motley Inc. 0.02% Reduce -2.9% 2,539 $223K
Tiemann Investment Advisors, LLC 0.10% No change 2,540 $223K
Caldwell Sutter Capital, Inc. 0.11% Add +12.9% 2,536 $223K
Stiles Financial Services Inc 0.09% Add +1.5% 2,533 $222K
Leavell Investment Management, Inc. 0.01% New 2,532 $222K
Boston Financial Mangement LLC 0.01% Reduce -3.8% 2,530 $222K
Salomon & Ludwin, LLC 0.02% Reduce -24.8% 2,527 $222K
Family Manage LLC 0.04% No change 2,521 $221K
Diversify Wealth Management, LLC 0.03% — 2,253 $221K
Ifrah Financial Services, Inc. 0.06% Reduce -1.3% 2,518 $221K
Moneco Advisors, LLC 0.03% Add +0.2% 2,513 $221K
Schmidt P J Investment Management Inc. 0.04% Reduce -3.8% 2,512 $220K
Latitude Advisors, LLC 0.13% No change 2,512 $220K
Chronos Wealth Management, LLC 0.12% Reduce -9.1% 2,500 $219K
Payden & Rygel Investment Group 0.02% No change 2,500 $219K
Payden & Rygel 0.02% No change 2,500 $219K
IFG Advisory, LLC 0.01% New 2,489 $218K
Main Street Financial Solutions, LLC 0.02% Add +2.1% 2,481 $218K
Douglas Lane & Associates, LLC 0.00% Reduce -5.0% 2,476 $217K
Jacobi Capital Management LLC 0.02% New 2,474 $217K
Thoroughbred Financial Services, LLC 0.01% New 2,484 $217K
L.M. Kohn & Company 0.06% Add +0.1% 2,472 $217K
Qsemble Capital Management, LP 0.04% New 2,471 $217K
Mechanics Financial Corp 0.11% No change 2,450 $215K
FinTrust Capital Advisors, LLC 0.04% Add +24.3% 2,449 $215K
Biltmore Family Office, LLC 0.04% New 2,439 $214K
Aaron Wealth Advisors LLC 0.03% Add +2.0% 2,438 $214K
Financial Enhancement Group LLC 0.03% New 2,112 $214K
Becker Capital Management Inc. 0.01% No change 2,434 $214K
World Investment Advisors 0.01% New 2,431 $213K
Ingalls & Snyder LLC 0.01% Reduce -3.8% 2,422 $213K
RFG Advisory, LLC 0.01% Reduce -0.9% 2,427 $213K
Tyche Wealth Partners LLC 0.05% Reduce -25.3% 2,426 $213K
Planned Solutions, Inc. 0.10% Reduce -26.5% 2,418 $212K
Cutler Investment Counsel LLC 0.03% No change 2,417 $212K
Laurion Capital Management LP 0.01% New 2,415 $212K
McGlone Suttner Wealth Management, Inc. 0.04% Reduce -48.7% 2,600 $211K
First Manhattan Co. Llc. 0.00% Add +0.0% 2,403 $211K
Choate Investment Advisors 0.01% Reduce -23.6% 2,402 $211K
Central Bank & Trust Co. 0.03% No change 2,400 $211K
Fiduciary Group, LLC 0.02% No change 2,389 $210K
Fortem Financial Group, LLC 0.09% Add +1.0% 2,381 $209K
Journey Advisory Group, LLC 0.03% No change 2,379 $209K
Wealth Quarterback LLC 0.12% Reduce -2.7% 2,379 $209K
Gateway Wealth Partners, LLC 0.06% New 2,370 $208K
North Star Asset Management Inc. 0.01% Reduce -0.9% 2,367 $208K
Eagle Ridge Investment Management 0.02% No change 2,366 $208K
ERn Financial, LLC 0.03% Add +1.2% 2,352 $206K
Archford Capital Strategies, LLC 0.03% No change 2,345 $206K
Ransom Advisory, Ltd 0.10% Add +6.5% 2,344 $206K
Private Capital Advisors, Inc. 0.02% No change 2,335 $205K
Insight Advisors, LLC/ PA 0.04% Reduce -0.2% 2,329 $204K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +7.7% 2,223 $204K
Aveo Capital Partners, LLC 0.02% Reduce -13.0% 2,327 $204K
Glass Jacobson Investment Advisors llc 0.07% No change 2,322 $204K
Rockland Trust Co. 0.01% Reduce -10.0% 2,322 $204K
3Chopt Investment Partners, LLC 0.06% New 2,319 $203K
Safeguard Investment Advisory Group, LLC 0.06% New 2,317 $203K
Phillips Wealth Planners LLC 0.21% New 2,300 $203K
IFG Advisors, LLC 0.05% New 2,310 $203K
MCF Advisors LLC 0.02% Add +112.2% 2,307 $202K
Bradley Foster & Sargent Inc. 0.00% New 2,307 $202K
STAR Financial Bank 0.16% New 2,303 $202K
Cornerstone Capital, Inc. 0.02% New 2,300 $202K
Quent Capital, LLC 0.02% Add +9.1% 2,296 $201K
Quotient Wealth Partners, LLC 0.01% New 2,295 $201K
Diversify Advisory Services, LLC 0.01% Reduce -21.4% 2,292 $201K
Headinvest, LLC 0.04% New 2,288 $201K
WASHINGTON TRUST Co 0.01% Add +38.8% 2,283 $200K
FWG Holdings, LLC 0.10% New 2,137 $200K
Sentry Investment Management LLC 0.09% Reduce -17.0% 2,237 $196K
Virtus Advisers, LLC 0.09% Reduce -1.3% 2,192 $192K
Jackson, Grant Investment Advisers, Inc. 0.08% Add +0.4% 2,188 $192K
Pinnacle Bancorp, Inc. 0.06% No change 2,161 $190K
Bfsg, LLC 0.02% Reduce -2.9% 2,154 $189K
Cranbrook Wealth Management, LLC 0.05% No change 2,109 $185K
Silver Oak Securities, Incorporated 0.03% Reduce -1.5% 2,084 $183K
Larson Financial Group LLC 0.01% Add +14.8% 2,068 $181K
Manchester Capital Management LLC 0.02% Add +13.9% 2,034 $178K
Independence Bank of Kentucky 0.05% No change 2,000 $175K
Aquatic Capital Management LLC 0.01% New 2,000 $175K
CVA Family Office, LLC 0.03% Reduce -2.7% 1,952 $171K
1620 Investment Advisors, Inc. 0.13% New 1,943 $171K
American National Bank & Trust 0.02% Add +10.9% 1,941 $170K
PEAK6 Investments LLC 0.01% New 1,866 $164K
Bogart Wealth, LLC 0.01% Add +13.0% 1,865 $164K
Pacific Center for Financial Services 0.04% No change 1,825 $160K
Smartleaf Asset Management LLC 0.03% Add +13.5% 1,813 $160K
McIlrath & Eck, LLC 0.02% Reduce -9.3% 1,795 $158K
TCTC Holdings, LLC 0.01% No change 1,761 $155K
Hills Bank & Trust Co 0.01% No change 1,748 $153K
Cromwell Holdings LLC 0.09% — 1,731 $152K
CNB Bank 0.07% Reduce -60.7% 1,687 $148K
Heritage Wealth Advisors 0.01% Add +31.8% 1,657 $145K
ORG Partners LLC 0.02% Add +774.0% 1,617 $141K
Avior Wealth Management, LLC 0.01% Reduce -23.7% 1,574 $138K
M&R Capital Management Inc. 0.03% No change 1,490 $131K
Key Financial Inc 0.03% No change 1,470 $129K
S.A. Mason LLC 0.07% No change 1,465 $129K
Concord Wealth Partners 0.02% Reduce -58.6% 1,418 $124K
Nemes Rush Group LLC 0.02% No change 1,403 $123K
Family Firm, Inc. 0.03% New 1,394 $122K
Tsfg, LLC 0.03% Add +0.2% 1,371 $120K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Reduce -65.5% 1,358 $119K
Blume Capital Management, Inc. 0.03% No change 1,350 $118K
Cassady Schiller Wealth Management, LLC 0.05% Reduce -30.9% 1,344 $118K
JFS Wealth Advisors, LLC 0.01% Add +0.9% 1,339 $118K
Westside Investment Management, Inc. 0.03% No change 1,337 $117K
Arax Advisory Partners 0.01% Add +3.5% 1,307 $115K
Icon Wealth Advisors, LLC 0.01% Reduce -46.8% 1,158 $114K
DT Investment Partners, LLC 0.01% Add +116.7% 1,285 $113K
AllSquare Wealth Management LLC 0.07% No change 1,260 $111K
Ashton Thomas Private Wealth, LLC 0.01% New 1,249 $110K
Brown, Lisle/Cummings, Inc. 0.04% No change 1,247 $109K
Princeton Global Asset Management LLC 0.02% Add +0.1% 1,237 $109K
Y.D. More Investments Ltd 0.01% New 1,226 $108K
Grove Bank & Trust 0.02% Reduce -19.7% 1,225 $107K
Acima Private Wealth, LLC 0.04% No change 1,224 $107K
Venturi Wealth Management, LLC 0.01% Add +15.0% 1,224 $107K
Dakota Community Bank & Trust NA 0.55% Add +21.4% 1,155 $101K
Redwood Wealth Management Group, LLC 0.08% New 1,153 $101K
Householder Group Estate & Retirement Specialist, LLC 0.03% Add +0.2% 1,131 $99K
LFA - Lugano Financial Advisors SA 0.08% No change 1,125 $99K
Tompkins Financial Corp. 0.01% Reduce -0.7% 1,111 $97K
Perkins Coie Trust Co 0.02% No change 1,040 $91K
Chris Bulman Inc 0.06% — 1,029 $90K
Financial Avengers, Inc. 0.05% Add +1.0% 1,021 $90K
Trifecta Capital Advisors, LLC 0.02% No change 1,010 $89K
PSI Advisors, LLC 0.03% Add +6.5% 1,001 $88K
SRH Advisors, LLC 0.03% Reduce -3.8% 1,000 $88K
GHP Investment Advisors, Inc. 0.00% No change 1,000 $88K
Sugarloaf Wealth Management, LLC 0.02% Add +35.6% 987 $87K
Resources Management Corp. /CT/ 0.01% No change 978 $86K
LGT Financial Advisors LLC 0.18% Reduce -59.7% 958 $84K
Evermay Wealth Management LLC 0.01% No change 935 $82K
Stephens Consulting, LLC 0.02% No change 925 $81K
Valley National Advisers Inc. 0.01% Reduce -1.8% 934 $81K
USA Financial Formulas 0.01% Add +5270.6% 913 $80K
Deseret Mutual Benefit Administrators 0.04% Add +1.6% 908 $80K
Addison Advisors LLC 0.03% Add +14.8% 902 $79K
Mfa Wealth Advisors, LLC 0.02% New 881 $77K
Blue Bell Private Wealth Management, LLC 0.02% Add +4.4% 874 $77K
WFA Asset Management Corp 0.04% Add +1.1% 862 $76K
Duncker Streett & Co. Inc. 0.01% Add +2.2% 851 $75K
Financial Freedom, LLC 0.04% Add +0.4% 838 $73K
Tortoise Investment Management, LLC 0.01% Reduce -4.2% 824 $72K
Clearstead Trust, LLC 0.02% No change 819 $72K
Beacon Capital Management, LLC 0.01% Add +55.6% 812 $71K
SOA Wealth Advisors, LLC. 0.01% Reduce -29.9% 810 $71K
Capital Advisors, Ltd. LLC 0.01% Reduce -7.5% 804 $71K
Horizon Bancorp Inc. 0.03% Reduce -37.2% 794 $70K
Sittner & Nelson, LLC 0.03% No change 794 $70K
Front Row Advisors LLC 0.02% No change 791 $69K
First Command Advisory Services, Inc. 0.00% New 781 $69K
Loomis Sayles & Co. L P 0.00% Add +281.3% 774 $68K
Chelsea Counsel Co. 0.03% Add +192.3% 760 $67K
Cyrus J. Lawrence, LLC 0.01% No change 756 $66K
Cape Investment Advisory, Inc. 0.03% Add +0.1% 751 $66K
Operose Advisors LLC 0.02% No change 742 $65K
Arrow Financial Corp 0.01% Reduce -4.2% 733 $64K
Lynx Investment Advisory 0.05% — 725 $64K
Avalon Trust Co 0.01% No change 722 $63K
Riverview Trust Co 0.06% No change 720 $63K
Emfo, LLC 0.06% No change 719 $63K
Ostrum Asset Management 0.01% Reduce -81.0% 707 $62K
Atticus Wealth Management, LLC 0.02% No change 666 $58K
First United Bank & Trust 0.02% No change 654 $57K
Webster Bank, N. A. 0.01% No change 650 $57K
Adirondack Trust Co. 0.02% No change 625 $55K
Voisard Asset Management Group, Inc. 0.03% New 607 $53K
Olistico Wealth, LLC 0.03% New 600 $53K
Mascoma Wealth Management LLC 0.01% New 600 $53K
Frazier Financial Advisors, LLC 0.04% Reduce -8.3% 596 $52K
New Millennium Group LLC 0.03% New 590 $52K
Crewe Advisors LLC 0.01% Add +141.3% 579 $51K
Ridgewood Investments LLC 0.03% New 577 $51K
IFS Advisors, LLC 0.04% No change 571 $50K
BOK Financial Private Wealth, Inc. 0.00% No change 567 $50K
Janiczek Wealth Management, LLC 0.01% Add +5.7% 559 $49K
CKW Financial Group 0.01% No change 550 $48K
Opal Wealth Advisors, LLC 0.02% New 545 $48K
Plante Moran Financial Advisors, LLC 0.00% No change 539 $47K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 528 $46K
Winthrop Capital Management, LLC 0.02% No change 520 $46K
Bangor Savings Bank 0.00% No change 524 $46K
Oakworth Capital, Inc. 0.00% No change 521 $46K
Catalyst Capital Advisors LLC 0.00% Add +3.2% 515 $45K
Pin Oak Investment Advisors Inc. 0.04% No change 508 $45K
Lowe Wealth Advisors, LLC 0.02% No change 511 $45K
Rational Advisors, Inc. 0.00% Reduce -5.2% 510 $45K
Atlas Capital Advisors Inc. 0.01% No change 506 $44K
Naples Money Management LLC 0.04% New 508 $44K
Barrett & Company, Inc. 0.02% Add +1.0% 503 $44K
TFC Financial Management, Inc. 0.01% No change 501 $44K
Aspire Private Capital, LLC 0.01% Reduce -0.8% 500 $44K
Piscataqua Savings Bank 0.04% No change 500 $44K
United Community Bank 0.02% New 500 $44K
Byrne Asset Management LLC 0.04% Reduce -9.3% 490 $43K
Smithfield Trust Co 0.00% Reduce -35.0% 482 $43K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 490 $43K
JNBA Financial Advisors 0.00% No change 479 $42K
Tyler-Stone Wealth Management 0.02% Reduce -42.5% 465 $41K
Boyd Watterson Asset Management LLC 0.01% No change 460 $40K
Exchange Traded Concepts, LLC 0.00% Reduce -95.9% 455 $40K
Silvant Capital Management LLC 0.00% No change 439 $39K
Briaud Financial Planning Inc 0.02% Add +52.1% 438 $38K
First Personal Financial Services 0.01% No change 426 $37K
LRI Investments, LLC 0.00% Add +935.9% 404 $35K
Foster Dykema Cabot & Partners, LLC 0.00% No change 403 $35K
Global Financial Private Client, LLC 0.01% No change 400 $35K
Pingora Partners LLC 0.02% No change 385 $34K
Cypress Capital Management LLC (WY) 0.04% Reduce -36.7% 380 $33K
First Financial Corp. 0.02% Reduce -11.6% 380 $33K
Coppell Advisory Solutions LLC 0.01% — 370 $32K
University of Texas/Texas Am Investment Management Co. 0.01% No change 365 $32K
West Oak Capital, LLC 0.01% No change 360 $32K
Morton Brown Family Wealth, LLC 0.01% Reduce -21.2% 334 $31K
FSC Wealth Advisors, LLC 0.02% No change 350 $31K
Financial Perspectives, Inc 0.01% No change 349 $31K
MV Capital Management, Inc. 0.00% Add +6.2% 343 $30K
ICA Group Wealth Management, LLC 0.02% Reduce -92.3% 339 $30K
Birchbrook, Inc. 0.02% No change 338 $30K
Rise Advisors, LLC 0.02% Add +5.7% 336 $30K
West Paces Advisors Inc. 0.01% No change 320 $28K
Union Savings Bank 0.01% No change 305 $27K
REAP Financial Group, LLC 0.01% Reduce -6.5% 301 $26K
Canton Hathaway, LLC 0.01% No change 300 $26K
Kelly Financial Services LLC 0.01% Add +1.0% 294 $26K
Versant Capital Management, Inc 0.01% Reduce -45.8% 292 $26K
HHM Wealth Advisors, LLC 0.00% Add +57.2% 283 $25K
Covestor Ltd 0.02% No change 275 $24K
GW&K Investment Management, LLC 0.00% Add +41.8% 268 $24K
Burkett Financial Services, LLC 0.01% Add +1.1% 272 $24K
TD Capital Management LLC 0.00% Add +1.1% 272 $24K
First Community Trust NA 0.02% New 266 $23K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -25.0% 267 $23K
Wetzel Investment Advisors, Inc. 0.01% Reduce -27.5% 261 $22K
Carmichael Hill & Associates, Inc. 0.01% No change 245 $21K
Financial Network Wealth Advisors LLC 0.02% New 242 $21K
Main Street Group, LTD 0.01% Reduce -40.0% 242 $21K
Dynamic Wealth Strategies, LLC 0.02% No change 227 $20K
Great Lakes Retirement, Inc. 0.00% New 206 $18K
Montag A & Associates Inc. 0.00% Add +174.7% 206 $18K
Roble, Belko & Company, Inc 0.00% No change 200 $18K
Wolff Wiese Magana LLC 0.01% No change 201 $18K
Chesapeake Asset Management LLC 0.02% No change 200 $18K
Trust Co 0.00% No change 200 $18K
Bruce G. Allen Investments, LLC 0.01% Reduce -17.1% 194 $17K
Fairscale Capital, LLC 0.01% — 183 $17K
Christopher J. Hasenberg, Inc 0.01% No change 191 $17K
Hobbs Group Advisors, LLC 0.01% — 190 $17K
Glen Eagle Advisors, LLC 0.00% No change 190 $17K
Chilton Capital Management LLC 0.00% No change 189 $17K
Bell Investment Advisors, Inc 0.00% Add +6.8% 188 $16K
Rakuten Securities, Inc. 0.01% Add +391.9% 182 $16K
Richard W. Paul & Associates, LLC 0.01% Add +0.6% 182 $16K
Washington Trust Advisors, Inc. 0.00% No change 180 $16K
Advantage Trust Co 0.01% No change 175 $15K
Founders Capital Management 0.01% No change 173 $15K
Prestige Wealth Management Group LLC 0.00% Reduce -17.2% 169 $15K
Scarborough Advisors, LLC 0.01% Add +3.1% 168 $15K
Cornerstone Planning Group LLC 0.00% Add +3.5% 150 $15K
TruNorth Capital Management, LLC 0.00% New 157 $14K
Vermillion & White Wealth Management Group, LLC 0.01% No change 150 $13K
Beaird Harris Wealth Management, LLC 0.00% No change 150 $13K
Sound Income Strategies, LLC 0.00% Reduce -11.0% 146 $13K
Pineridge Advisors LLC 0.00% No change 134 $12K
SJS Investment Consulting Inc. 0.00% No change 132 $12K
Baldwin Wealth Partners LLC 0.00% No change 129 $11K
Compass Wealth Management LLC 0.00% No change 125 $11K
Fortis Group Advisors, LLC 0.00% Reduce -98.9% 125 $11K
WFA of San Diego, LLC 0.01% — 120 $11K
Laurel Wealth Advisors LLC 0.00% No change 118 $10K
Financial Management Professionals, Inc. 0.00% Add +1.8% 115 $10K
West Branch Capital LLC 0.00% Reduce -52.5% 113 $10K
Semmax Financial Advisors Inc. 0.00% No change 100 $10K
Annapolis Financial Services, LLC 0.00% No change 112 $10K
Proffitt & Goodson Inc. 0.00% No change 109 $10K
WealthCollab, LLC 0.01% No change 101 $9K
RFP Financial Group LLC 0.00% Add +21.9% 100 $9K
SWAN Capital LLC 0.00% New 100 $9K
Hussman Strategic Advisors, Inc. 0.00% No change 100 $9K
Catalyst Funds Management Pty Ltd 0.00% New 100 $9K
Estabrook Capital Management 0.00% No change 100 $9K
Private Ocean, LLC 0.00% Reduce -49.0% 100 $9K
NewSquare Capital LLC 0.00% No change 93 $8K
Highline Wealth Partners LLC 0.00% Add +16.3% 93 $8K
Sachetta, LLC 0.00% Add +188.9% 78 $8K
Kiely Wealth Advisory Group, Inc. 0.00% No change 77 $8K
New England Capital Financial Advisors LLC 0.00% No change 86 $8K
General Partner, Inc. 0.00% No change 85 $7K
Oliver Lagore Vanvalin Investment Group 0.00% Reduce -11.5% 85 $7K
Eagle Bay Advisors LLC 0.00% No change 84 $7K
Aspect Partners, LLC 0.00% No change 74 $6K
EnRich Financial Partners LLC 0.00% No change 69 $6K
Summit Securities Group LLC 0.00% New 70 $6K
Thompson Investment Management, Inc. 0.00% No change 68 $6K
CGC Financial Services, LLC 0.00% No change 61 $5K
Abound Wealth Management 0.00% No change 59 $5K
Avion Wealth 0.00% Add +46.1% 57 $5K
Clear Point Advisors Inc. 0.00% No change 53 $5K
Carolinas Wealth Consulting LLC 0.00% Add +18.2% 52 $5K
Unique Wealth Strategies, LLC 0.00% New 51 $4K
Dunhill Financial, LLC 0.00% Add +25.0% 50 $4K
Private Wealth Management Group, LLC 0.00% No change 48 $4K
True Wealth Design, LLC 0.00% Add +370.0% 47 $4K
Ulland Investment Advisors, LLC 0.00% No change 50 $4K
Penserra Capital Management LLC 0.00% No change 42 $4K
Logan Capital Management Inc. 0.00% No change 45 $4K
Planning Capital Management Corp 0.00% No change 44 $4K
Anfield Capital Management, LLC 0.00% New 42 $4K
Fairway Wealth LLC 0.00% New 41 $4K
Camelot Portfolios, LLC 0.00% New 40 $4K
Institutional & Family Asset Management, LLC 0.00% No change 40 $4K
Cherry Tree Wealth Management, LLC 0.00% No change 38 $3K
Fortitude Family Office, LLC 0.00% New 37 $3K
Mb, Levis & Associates, LLC 0.00% Add +3.0% 34 $3K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 31 $3K
WR Wealth Planners, LLC 0.00% Reduce -81.1% 25 $2K
Hollencrest Capital Management 0.00% No change 24 $2K
Northwest Capital Management Inc 0.00% No change 23 $2K
ESL Trust Services, LLC 0.00% New 22 $2K
ClariVest Asset Management LLC 0.00% New 21 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +33.3% 20 $2K
Abich Financial Wealth Management LLC 0.00% New 17 $1K
Core Alternative Capital 0.00% No change 17 $1K
Triad Wealth Partners, LLC 0.00% New 16 $1K
Nvwm, LLC 0.00% Add +45.5% 16 $1K
Tradewinds Capital Management, LLC 0.00% No change 15 $1K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +75.0% 14 $1K
MeadowBrook Investment Advisors LLC 0.00% No change 12 $1K
Raffa Wealth Management, LLC 0.00% No change 12 $1K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% Reduce -83.5% 15 $1K
Strengthening Families & Communities, LLC 0.00% New 7 $1K
WestEnd Advisors, LLC 0.00% Reduce -12.5% 7 $614
America First Investment Advisors, LLC 0.00% No change 6 $526
Creekmur Asset Management LLC 0.00% Reduce -64.7% 6 $526
Valued Wealth Advisors LLC 0.00% No change 2 $176
Ruedi Wealth Management, Inc. 0.00% New 2 $175
McClarren Financial Advisors, Inc. 0.00% Reduce -50.6% 87 $15
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 4 $0

"% of holder's portfolio" is AEP's weight in each manager's 13F, not the share of American Electric Power the manager owns.