American Electric PowerAEP

13F holders, Q3 2024 (September 30)
1,495holders +72
145new positions
79sold out
10famous investors
$102.49avg. 13F price*

At the end of Q3 2024, 1,495 institutions reported holding American Electric Power (AEP) in their 13F filings, up 72 from Q2 2024. 145 opened new positions and 79 sold out. The largest holders were Vanguard Group Inc. ($5.2B), BlackRock, Inc. ($4.5B) and State Street Corp. ($2.8B). 10 famous investors held it, including Carl Icahn (1.3% of Icahn Capital's portfolio), Steve Cohen (0.4% of Point72 Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions145$247.8M
Exits79$122.9M

All 13F filers, Q2 2024 → Q3 2024: 25,766,077 shares bought and 17,307,370 shares sold, net +8,458,707 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,495 holders

Vanguard Group Inc. 0.09% Add +1.7% 50,926,793 $5.2B
BlackRock, Inc. 0.09% — 43,666,677 $4.5B
State Street Corp. 0.11% Add +4.3% 26,902,755 $2.8B
Wellington Management Group LLP 0.38% Add +0.2% 20,870,388 $2.1B
GQG Partners LLC 2.33% Add +51.5% 14,517,471 $1.5B
Geode Capital Management, LLC 0.10% Add +2.9% 12,524,692 $1.3B
Morgan Stanley 0.09% Add +1.0% 12,255,302 $1.3B
Dodge & Cox 0.67% Reduce -2.1% 11,580,505 $1.2B
Invesco Ltd. 0.16% Reduce -6.2% 7,887,371 $809.2M
FMR LLC 0.04% Add +18.8% 6,866,952 $704.5M
Royal Bank of Canada 0.15% Reduce -1.2% 6,780,672 $695.7M
Bank of America Corp. 0.05% Reduce -2.7% 5,803,917 $595.5M
Ameriprise Financial Inc. 0.14% Reduce -0.4% 5,142,881 $527.7M
Massachusetts Financial Services Co. 0.16% Reduce -1.3% 5,094,833 $522.7M
Alliancebernstein L.P. 0.17% Add +9.1% 4,847,795 $497.4M
Nuveen Asset Management, LLC 0.14% Reduce -0.2% 4,720,079 $484.3M
Northern Trust Corp. 0.08% Reduce -3.1% 4,578,267 $469.7M
Allspring Global Investments Holdings, LLC 0.72% Add +8.1% 4,543,771 $466.2M
Wells Fargo & Company 0.11% Reduce -6.3% 4,444,482 $456.0M
Lazard Asset Management LLC 0.63% Reduce -48.3% 4,250,586 $436.1M
Franklin Resources Inc. 0.12% Reduce -16.8% 4,369,608 $431.7M
Legal & General Group Plc 0.11% Reduce -2.2% 4,068,833 $417.5M
Goldman Sachs Group Inc. 0.08% Add +64.1% 3,888,117 $398.9M
UBS Group AG 0.11% Reduce -2.1% 3,797,924 $389.7M
Mitsubishi UFJ Trust & Banking Corp 0.88% Add +74.4% 3,761,088 $385.9M
Bank of New York Mellon Corp 0.07% Reduce -1.2% 3,759,497 $385.7M
Janus Henderson Group PLC 0.20% Add +109.5% 3,753,250 $385.1M
Federated Hermes, Inc. 0.83% Reduce -16.5% 3,680,441 $377.6M
Charles Schwab Investment Management Inc. 0.06% Add +1.6% 3,183,200 $326.6M
Amundi 0.12% Add +20.1% 3,295,146 $323.6M
Envestnet Asset Management Inc. 0.10% Reduce -8.2% 3,103,290 $318.4M
JPMorgan Chase & Co. 0.03% Add +31.6% 3,075,032 $315.5M
California Public Employees Retirement System 0.17% Reduce -4.2% 2,437,210 $250.1M
Barclays PLC 0.10% Add +10.5% 2,249,203 $230.8M
Macquarie Group Ltd. 0.24% Reduce -10.8% 2,128,647 $218.4M
National Bank of Canada 0.28% Add +72.5% 2,025,320 $207.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Reduce -2.8% 2,004,717 $205.7M
Bank of Montreal 0.09% Add +8.9% 1,954,844 $199.1M
Raymond James & Associates 0.11% Reduce -1.2% 1,822,726 $187.0M
Swiss National Bank 0.10% Add +0.4% 1,564,600 $160.5M
National Pension Service 0.15% Add +11.0% 1,533,256 $157.3M
First Trust Advisors LP 0.15% Reduce -4.2% 1,528,179 $156.8M
Dimensional Fund Advisors LP 0.04% Add +4.4% 1,524,686 $156.4M
Soroban Capital Partners LP 2.15% Reduce -14.7% 1,511,422 $155.1M
Boston Partners 0.18% Reduce -28.6% 1,496,166 $153.5M
Capital Research Global Investors 0.03% Add +0.1% 1,443,893 $148.1M
Sumitomo Mitsui Trust Group, Inc. 0.09% Add +2.9% 1,316,652 $135.1M
BNP Paribas Financial Markets 0.13% Add +10.7% 1,272,176 $130.5M
HighTower Advisors, LLC 0.18% Reduce -3.4% 1,209,675 $124.1M
Icahn Capital 1.25% No change 1,205,300 $123.7M
Jennison Associates LLC 0.07% Add +19.1% 1,129,667 $115.9M
Energy Income Partners, LLC 2.40% Reduce -10.4% 1,091,120 $111.9M
Crawford Investment Counsel Inc. 1.87% Add +0.2% 1,065,765 $109.3M
Johnson Investment Counsel Inc. 1.07% Add +0.3% 1,057,084 $108.5M
Citigroup Inc. 0.10% Add +33.0% 1,042,147 $106.9M
Russell Investments Group, Ltd. 0.15% Add +43.1% 1,019,892 $104.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.65% Reduce -5.1% 1,004,333 $103.0M
Point72 Asset Management 0.36% Reduce -34.5% 998,271 $102.4M
Mawer Investment Management Ltd. 0.46% Add +14.8% 977,313 $100.3M
Huntington National Bank 0.93% Add +6.2% 941,374 $96.6M
Chevy Chase Trust Holdings, LLC 0.29% Reduce -15.3% 920,054 $94.4M
Epoch Investment Partners, Inc. 0.42% Reduce -2.5% 908,917 $93.3M
Stifel Financial Corp. 0.10% Add +2.1% 898,732 $92.2M
Rhumbline Advisers 0.08% Reduce -2.8% 882,918 $90.6M
Victory Capital Management Inc. 0.09% Add +22.8% 878,901 $90.2M
LPL Financial LLC 0.04% Reduce -1.1% 875,078 $89.8M
HSBC Holdings PLC 0.06% Reduce -5.2% 868,806 $89.1M
Deutsche Bank AG 0.04% Add +2.3% 859,707 $88.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.09% Add +9.3% 809,388 $83.0M
Zacks Investment Management 0.70% New 781,749 $80.2M
Manufacturers Life Insurance Company, The 0.07% Reduce -1.9% 778,707 $79.9M
T. Rowe Price Associates Inc. 0.01% Add +0.8% 750,096 $77.0M
Nordea Investment Management AB 0.09% Reduce -23.3% 750,019 $76.9M
Empower Advisory Group, LLC 0.26% Add +4.2% 740,654 $76.0M
Canada Pension Plan Investment Board 0.07% Add +4.2% 727,351 $74.6M
Maple-Brown Abbott Ltd 7.39% Reduce -12.5% 726,600 $74.5M
ANTIPODES PARTNERS Ltd 2.53% Reduce -47.9% 712,731 $73.1M
M&T Bank Corp 0.23% Reduce -6.4% 669,669 $68.7M
Gabelli Funds LLC 0.50% Reduce -0.9% 662,850 $68.0M
California State Teachers Retirement System 0.08% Reduce -6.3% 655,535 $67.3M
Principal Financial Group Inc. 0.04% Add +3.1% 640,029 $65.7M
Baird Financial Group, Inc. 0.12% Add +1.8% 621,506 $63.8M
Duff & Phelps Investment Management Co. 0.72% Reduce -7.5% 608,162 $62.4M
First Financial Bankshares Inc 1.31% Reduce -0.5% 606,202 $62.2M
New York State Common Retirement Fund 0.08% Reduce -6.8% 572,870 $58.8M
ProShare Advisors LLC 0.14% Add +7.6% 569,703 $58.5M
PNC Financial Services Group, Inc. 0.04% Reduce -3.5% 565,166 $58.0M
Korea Investment CORP 0.13% Add +5.9% 517,638 $53.1M
State Board of Administration of Florida Retirement System 0.10% Reduce -1.6% 510,386 $52.4M
STRS Ohio 0.20% Reduce -9.1% 506,009 $51.9M
New York State Teachers Retirement System 0.11% Reduce -2.8% 499,506 $51.2M
Bollard Group LLC 1.36% Reduce -6.5% 497,515 $51.0M
Ferguson Wellman Capital Management, Inc. 0.95% Add +1.4% 480,115 $49.3M
Vaughan David Investments LLC 1.12% Add +0.3% 474,022 $48.6M
Commerce Bank 0.30% Add +3.5% 473,828 $48.6M
Twinbeech Capital LP 0.92% New 472,049 $48.4M
Zimmer Partners, LP 0.90% Add +6953.3% 468,124 $48.0M
Millennium Management 0.04% Add +233.0% 464,556 $47.7M
Guggenheim Capital LLC 0.33% Reduce -2.6% 455,877 $46.8M
Alpha Cubed Investments, LLC 1.95% Add +1.0% 427,708 $43.9M
Man Group plc 0.13% Add +1415.3% 424,818 $43.6M
Natixis Advisors, LLC 0.08% Reduce -5.9% 420,952 $43.2M
ZWJ Investment Counsel Inc. 1.73% Add +1.0% 411,803 $42.3M
Sei Investments Co. 0.05% Add +9.9% 403,404 $41.4M
Gateway Investment Advisers LLC 0.45% Reduce -0.0% 400,738 $41.1M
Neuberger Berman Group LLC 0.03% Add +10.7% 395,903 $40.6M
Nexus Investment Management ULC 3.98% Add +0.4% 395,315 $40.6M
Cibc World Market Inc. 0.09% Reduce -0.9% 387,852 $39.8M
Mackenzie Financial Corp. 0.05% Reduce -1.9% 378,150 $38.8M
Nomura Holdings Inc. 0.30% Reduce -53.2% 377,917 $38.8M
UniSuper Management Pty Ltd 0.29% Add +0.2% 376,733 $38.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.09% Reduce -2.6% 375,103 $38.5M
Old Republic International Corp. 1.41% No change 366,300 $37.6M
Teacher Retirement System of Texas 0.18% Add +654.5% 363,714 $37.3M
Aberdeen Group plc 0.07% Add +20.5% 359,708 $37.0M
Cibc World Markets Corp. 0.27% Reduce -5.9% 358,628 $36.8M
Magellan Asset Management Ltd 0.35% Reduce -9.7% 343,289 $35.2M
Prudential Financial Inc. 0.05% Reduce -23.3% 342,444 $35.1M
Truist Financial Corp. 0.05% Reduce -13.5% 330,917 $34.0M
Toronto Dominion Bank 0.06% Add +21.1% 327,254 $33.6M
Natixis 0.20% Reduce -43.6% 325,963 $33.4M
Commonwealth Equity Services, LLC 0.05% Reduce -2.0% 322,700 $33.1M
AQR Capital Management 0.04% Add +66.3% 314,511 $32.1M
State of Wisconsin Investment Board 0.08% Add +6.7% 311,041 $31.9M
Marshall Wace, LLP 0.04% Add +37.3% 310,530 $31.9M
TD Asset Management Inc 0.03% Add +11.0% 312,679 $31.8M
Wealth Enhancement Advisory Services, LLC 0.07% Add +54.3% 304,287 $31.2M
GW Henssler & Associates Ltd. 1.75% Reduce -0.4% 301,537 $30.9M
Ensign Peak Advisors, Inc 0.05% Add +10.8% 295,493 $30.3M
ING Groep NV 0.18% Add +244.3% 294,515 $30.2M
American Century Companies Inc. 0.02% Add +11.5% 287,005 $29.4M
Treasurer of the State of North Carolina 0.12% Add +24.0% 284,720 $29.2M
Creative Planning 0.03% Add +0.0% 277,641 $28.5M
CANADA LIFE ASSURANCE Co 0.05% Add +7.6% 275,991 $28.3M
Nomura Asset Management Co. Ltd. 0.09% Add +48.0% 269,364 $27.6M
Osaic Holdings, Inc. 0.06% Add +4.6% 255,232 $26.2M
Regions Financial Corp. 0.18% Add +23.9% 250,015 $25.7M
Mizuho Markets Americas LLC 0.63% No change 250,000 $25.6M
Healthcare of Ontario Pension Plan Trust Fund 0.06% Add +414.9% 249,154 $25.6M
FUKOKU MUTUAL LIFE INSURANCE Co 1.77% No change 241,226 $24.7M
Cullen/Frost Bankers, Inc. 0.33% Add +2.7% 238,502 $24.5M
Chartwell Investment Partners, LLC 0.83% Reduce -13.1% 234,216 $24.0M
Raymond James Financial Services Advisors, Inc. 0.03% Add +2.3% 234,061 $24.0M
Heathbridge Capital Management Ltd. 9.06% Reduce -0.7% 232,500 $23.9M
US Bancorp \de 0.03% Reduce -3.4% 230,207 $23.6M
Matrix Asset Advisors Inc. 2.62% Reduce -0.2% 229,980 $23.6M
1832 Asset Management L.P. 0.04% Reduce -9.2% 227,264 $23.3M
State of Tennessee, Department of Treasury 0.08% Reduce -2.9% 226,932 $23.3M
Northwest & Ethical Investments L.P. 0.61% Add +31.9% 225,992 $23.2M
Tortoise Capital Advisors, L.L.C. 0.29% Reduce -1.6% 222,426 $22.8M
Eastern Bank 0.40% Add +1.4% 218,460 $22.4M
Systematic Alpha Investments, LLC 0.81% No change 217,000 $22.3M
CIBC Asset Management Inc 0.07% Add +1.9% 204,792 $21.0M
Fifth Third Bancorp 0.08% Add +2.2% 204,576 $21.0M
Pictet Asset Management Holding SA 0.02% Add +0.5% 199,961 $20.5M
Asset Management One Co., Ltd. 0.07% Add +1.4% 196,738 $20.2M
State of New Jersey Common Pension Fund D 0.08% No change 194,059 $19.9M
Stack Financial Management, Inc 1.76% Reduce -0.8% 191,036 $19.6M
Caisse de depot et placement du Quebec 0.04% New 190,542 $19.5M
Godsey & Gibb, Inc. 1.83% Reduce -1.4% 186,526 $19.1M
Scotia Capital Inc. 0.10% Add +1.5% 176,547 $18.1M
Rafferty Asset Management, LLC 0.06% Reduce -11.8% 176,213 $18.1M
Cetera Investment Advisers 0.04% Reduce -0.6% 175,402 $18.0M
First Horizon Advisors, Inc. 0.50% Add +1.6% 175,375 $18.0M
Janney Montgomery Scott LLC 0.05% Add +0.1% 170,949 $17.5M
Resona Asset Management Co.,Ltd. 0.10% Reduce -1.9% 170,753 $17.5M
Comerica Bank 0.07% Add +5.2% 166,878 $17.1M
Corebridge Financial, Inc. 0.09% Reduce -1.7% 162,950 $16.7M
Susquehanna International Group, LLP 0.03% Add +8.2% 162,293 $16.7M
Assenagon Asset Management S.A. 0.03% Reduce -64.9% 160,436 $16.5M
Corient Private Wealth LP 0.03% Reduce -1.4% 158,326 $16.2M
U.S. Capital Wealth Advisors, LLC 0.57% Reduce -7.3% 157,469 $16.2M
Willis Investment Counsel 1.04% Reduce -0.0% 155,600 $16.0M
Daiwa Securities Group Inc. 0.07% Add +2.2% 155,589 $16.0M
Mariner, LLC 0.03% Add +7.7% 154,085 $15.8M
Arizona State Retirement System 0.10% Reduce -0.9% 151,138 $15.5M
USS Investment Management Ltd 0.11% Add +7.0% 150,352 $15.4M
IFM Investors Pty Ltd 0.15% Reduce -14.7% 147,950 $15.2M
AE Wealth Management LLC 0.14% Reduce -3.4% 147,829 $15.2M
Allianz Asset Management GmbH 0.02% Add +120.9% 145,880 $15.0M
Allen Mooney & Barnes Investment Advisors LLC 2.54% Reduce -2.7% 145,296 $14.9M
State of Michigan Retirement System 0.07% Add +0.4% 144,958 $14.9M
Haverford Trust Co 0.14% Reduce -0.1% 144,515 $14.8M
Swiss Life Asset Management Ltd 0.17% Add +6.3% 143,674 $14.7M
Van Eck Associates Corp. 0.02% Add +7.3% 146,090 $14.7M
QRG Capital Management, Inc. 0.16% Add +262.7% 140,960 $14.5M
Calamos Advisors LLC 0.10% Reduce -2.4% 139,141 $14.3M
MetLife Investment Management, LLC 0.08% Reduce -1.6% 138,279 $14.2M
MML Investors Services, LLC 0.05% Reduce -2.7% 137,621 $14.1M
Illinois Municipal Retirement Fund 0.19% Add +10.2% 132,015 $13.5M
DekaBank Deutsche Girozentrale 0.03% Add +1.1% 131,773 $13.5M
F&V Capital Management, LLC 3.46% Reduce -0.1% 131,185 $13.5M
Brookstone Capital Management 0.19% Reduce -0.1% 127,384 $13.1M
Edgemoor Investment Advisors, Inc. 1.14% Reduce -0.5% 126,607 $13.0M
Old National Bancorp 0.30% Add +3.6% 124,863 $12.8M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +22.9% 124,892 $12.7M
Capital Analysts, LLC 0.51% Add +0.7% 121,128 $12.4M
Viking Fund Management LLC 2.01% Reduce -16.3% 120,500 $12.4M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -4.0% 118,847 $12.2M
Bokf, NA 0.21% Add +19.3% 118,699 $12.0M
Retirement Systems of Alabama 0.04% Add +0.1% 116,437 $11.9M
Engineers Gate Manager LP 0.23% New 115,038 $11.8M
Rockefeller Capital Management L.P. 0.03% Add +6.4% 114,567 $11.8M
Andra AP-fonden 0.17% Add +92.6% 114,400 $11.7M
Voya Investment Management LLC 0.01% Reduce -46.1% 113,364 $11.6M
Nissay Asset Management Corp. /Japan 0.07% Add +9.5% 113,243 $11.6M
Martingale Asset Management L P 0.27% Add +1407.1% 112,820 $11.6M
Squarepoint Ops LLC 0.04% Add +128.3% 111,468 $11.4M
Forsta Ap-Fonden 0.09% Add +23.2% 108,500 $11.1M
Czech National Bank 0.11% Add +7.9% 108,398 $11.1M
Advisory Research Inc. 1.95% Add +21.4% 107,072 $11.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +10.5% 106,815 $11.0M
Amalgamated Bank 0.09% Reduce -0.8% 105,585 $10.8M
Sequoia Financial Advisors, LLC 0.11% Add +5.9% 103,096 $10.6M
Pinnacle Financial Partners Inc 0.21% Add +1.6% 101,286 $10.4M
Employees Retirement System of Texas 0.10% Add +4.7% 99,289 $10.2M
Skba Capital Management LLC 1.47% New 96,440 $9.9M
Schroder Investment Management Group 0.01% Add +23.4% 97,065 $9.9M
Public Sector Pension Investment Board 0.05% Add +3.9% 92,851 $9.5M
Cerity Partners LLC 0.02% Add +23.7% 91,104 $9.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +695.9% 90,155 $9.3M
Worldquant Millennium Advisors LLC 0.07% Add +191.4% 89,690 $9.2M
Mn Services Vermogensbeheer B.V. 0.06% Add +1.1% 89,500 $9.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -12.7% 87,958 $9.0M
Utah Retirement Systems 0.10% Add +0.5% 87,220 $8.9M
First National Trust Co 0.35% Add +1.5% 87,184 $8.9M
AlTi Global, Inc. 0.21% Add +64.8% 86,748 $8.9M
Eagle Asset Management Inc. 0.04% No change 89,919 $8.7M
Whittier Trust Co. 0.11% Add +1.6% 83,613 $8.6M
First American Bank 0.61% Add +1.4% 82,998 $8.5M
Captrust Financial Advisors 0.02% Reduce -5.5% 81,210 $8.3M
Xponance LLC 0.08% Add +5.1% 80,383 $8.2M
Capital Fund Management S.A. 0.09% Reduce -76.1% 80,303 $8.2M
Goelzer Investment Management, Inc. 0.45% Reduce -0.6% 79,771 $8.2M
Salem Investment Counselors Inc. 0.24% Add +1.5% 78,001 $8.0M
Bank of Nova Scotia 0.02% Reduce -55.4% 77,437 $7.9M
State of Alaska, Department of Revenue 0.08% Reduce -13.6% 76,653 $7.9M
O'shaughnessy Asset Management, LLC 0.07% Add +19.2% 78,820 $7.8M
Wesbanco Bank Inc. 0.26% Reduce -4.5% 75,248 $7.7M
Yousif Capital Management, LLC 0.08% Reduce -1.3% 75,169 $7.7M
Atria Investments, Inc 0.10% Reduce -3.5% 75,118 $7.7M
Glenmede Trust Co. NA 0.04% Reduce -4.8% 74,008 $7.6M
Eastover Investment Advisors LLC 3.55% Add +0.7% 73,781 $7.6M
Argent Trust Co 0.31% Reduce -0.3% 73,528 $7.5M
Schonfeld Strategic Advisors LLC 0.06% Add +1832.0% 73,222 $7.5M
iA Global Asset Management Inc. 0.13% Add +40.7% 72,835 $7.5M
Public Employees Retirement Association of Colorado 0.03% Add +0.1% 72,007 $7.4M
Slocum, Gordon & Co LLP 2.97% Reduce -2.3% 71,900 $7.4M
New York Life Investment Management LLC 0.07% Reduce -1.8% 70,955 $7.3M
Quantinno Capital Management LP 0.09% Add +16.4% 70,800 $7.3M
Louisiana State Employees Retirement System 0.13% Reduce -1.5% 70,600 $7.2M
TD Private Client Wealth LLC 0.21% Reduce -8.7% 70,277 $7.2M
CIBC Private Wealth Group LLC 0.01% Reduce -5.7% 70,212 $7.2M
Simmons Bank 0.52% Add +2.9% 70,082 $7.2M
Citadel Advisors 0.01% Reduce -93.1% 69,545 $7.1M
Cubist Systematic Strategies, LLC 0.11% New 69,407 $7.1M
Benjamin Edwards Inc. 0.10% Add +28.9% 68,405 $7.0M
Meyer Handelman Co. 0.24% Reduce -0.1% 68,369 $7.0M
Profund Advisors LLC 0.26% Add +0.8% 67,704 $6.9M
Financial Counselors Inc. 0.10% Add +0.3% 67,064 $6.9M
Farmers & Merchants Investments Inc. 0.21% Reduce -0.7% 66,976 $6.9M
Shelton Capital Management 0.18% Reduce -0.1% 66,876 $6.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Add +2.7% 66,586 $6.8M
LSV Asset Management 0.01% Reduce -32.3% 65,710 $6.7M
Mutual of America Capital Management LLC 0.07% Reduce -1.4% 65,514 $6.7M
Pacer Advisors, Inc. 0.01% Add +5.2% 65,263 $6.7M
Parallax Volatility Advisers, L.P. 0.20% Add +42.4% 64,659 $6.6M
Hollow Brook Wealth Management LLC 1.96% Add +5.0% 64,389 $6.6M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -4.7% 63,712 $6.5M
Carret Asset Management, LLC 0.70% Add +0.4% 62,622 $6.4M
Nisa Investment Advisors, LLC 0.04% Reduce -0.9% 61,623 $6.3M
Telos Capital Management, Inc. 0.65% Reduce -1.0% 60,794 $6.2M
American Assets Investment Management, LLC 0.54% No change 60,000 $6.2M
Hudson Edge Investment Partners Inc. 1.14% Reduce -13.8% 59,808 $6.1M
Dakota Wealth Management 0.14% Reduce -2.5% 59,264 $6.1M
Beaumont Financial Advisors, LLC 0.47% Add +0.1% 59,187 $6.1M
Sand Hill Global Advisors, LLC 0.26% Reduce -1.9% 59,168 $6.1M
Vestcor Inc 0.19% Add +6.6% 58,959 $6.0M
Venture Visionary Partners LLC 0.26% Add +2.1% 57,311 $5.9M
Capital Investment Advisors, LLC 0.12% Reduce -2.4% 56,791 $5.8M
University of Texas/Texas Am Investment Management Co. 0.94% Add +15393.4% 56,551 $5.8M
Northwestern Mutual Wealth Management Co. 0.01% Add +3.7% 56,408 $5.8M
Verition Fund Management LLC 0.04% Reduce -70.8% 56,342 $5.8M
Kestra Advisory Services, LLC 0.03% Reduce -1.4% 56,200 $5.8M
MassMutual Private Wealth & Trust, FSB 0.16% Add +1.0% 55,842 $5.7M
Patrick Mauro Investment Advisor, INC. 3.01% Reduce -6.6% 55,679 $5.7M
Edgestream Partners, L.P. 0.25% Add +258.9% 55,434 $5.7M
Highland Capital Management, LLC 0.32% Reduce -5.3% 55,413 $5.7M
Private Advisor Group, LLC 0.04% Reduce -5.0% 55,375 $5.7M
Zions Bancorporation, N.A. 0.41% Reduce -20.7% 55,301 $5.7M
Tocqueville Asset Management L.P. 0.09% Add +1.1% 54,890 $5.6M
Y-Intercept (Hong Kong) Ltd 0.34% Add +1153.9% 54,697 $5.6M
Motco 0.56% Reduce -14.8% 54,323 $5.6M
DAVENPORT & Co LLC 0.03% Reduce -9.7% 54,286 $5.6M
Avantax Advisory Services, Inc. 0.04% Add +5.4% 54,108 $5.6M
NEOS Investment Management LLC 0.17% Add +22.0% 53,784 $5.5M
Balyasny Asset Management L.P. 0.01% Reduce -84.8% 52,911 $5.4M
Vanguard Personalized Indexing Management, LLC 0.09% Add +12.7% 52,623 $5.4M
Pathstone Holdings, LLC 0.02% Add +1.7% 52,427 $5.4M
Keybank National Association 0.02% Reduce -8.3% 51,528 $5.3M
Decade Renewable Partners LP 2.77% New 51,400 $5.3M
Jones Financial Companies LLLP 0.01% Add +94.8% 51,534 $5.3M
Peapack Gladstone Financial Corp. 0.07% Reduce -0.4% 50,677 $5.2M
Hohimer Wealth Management, LLC 1.10% Reduce -0.1% 49,966 $5.1M
Alberta Investment Management Corp 0.05% Reduce -62.5% 48,521 $5.0M
Guardian Capital Advisors LP 0.49% Add +2.4% 48,676 $5.0M
Dean Investment Associates, LLC 0.67% Reduce -3.3% 48,156 $4.9M
Romano Brothers and Company 0.61% Add +12.3% 47,670 $4.9M
Intech Investment Management LLC 0.05% Add +17.6% 47,653 $4.9M
Townsquare Capital LLC 0.06% Add +6.4% 46,713 $4.8M
Fluent Financial, LLC 2.29% Reduce -17.5% 46,451 $4.8M
Trajan Wealth LLC 0.28% Add +0.4% 46,168 $4.7M
Valley Wealth Managers, Inc. 0.35% Reduce -2.6% 45,845 $4.7M
Savant Capital, LLC 0.04% Add +4.1% 45,803 $4.7M
Steward Partners Investment Advisory, LLC 0.04% Reduce -30.7% 45,650 $4.7M
Oregon Public Employees Retirement Fund 0.09% Add +0.7% 45,603 $4.7M
Kestra Private Wealth Services, LLC 0.09% Reduce -2.6% 45,508 $4.7M
Orion Porfolio Solutions, LLC 0.05% Reduce -5.6% 44,844 $4.6M
Orion Portfolio Solutions, LLC 0.05% Reduce -5.6% 44,844 $4.6M
Oppenheimer & Co. Inc. 0.07% Add +2.5% 44,617 $4.6M
&partners 0.09% Add +181.6% 44,173 $4.5M
Advisors Management Group Inc. 1.06% Reduce -0.1% 43,608 $4.5M
KBC Group NV 0.01% Add +15.1% 43,546 $4.5M
Agf Management Ltd. 0.02% Reduce -27.2% 43,261 $4.4M
Pittenger & Anderson Inc. 0.16% Add +0.3% 42,665 $4.4M
Gulf International Bank (UK) Ltd 0.11% Reduce -0.8% 42,565 $4.4M
MainStreet Investment Advisors LLC 0.58% Reduce -0.1% 42,455 $4.4M
Regal Investment Advisors LLC 0.30% Reduce -4.2% 42,204 $4.3M
Rakuten Investment Management, Inc. 0.03% Add +35.6% 42,163 $4.3M
Van Lanschot Kempen Investment Management N.V. 0.04% No change 41,369 $4.2M
Providence Capital Advisors, LLC 0.84% Add +0.7% 41,069 $4.2M
Empowered Funds, LLC 0.07% Add +14.4% 40,960 $4.2M
Daiichi Life Insurance Co., Ltd. 0.11% Reduce -18.1% 40,842 $4.2M
UMB Bank, n.a. 0.07% Add +0.6% 40,760 $4.2M
AXA S.A. 0.01% Add +17.0% 40,350 $4.1M
Fiduciary Trust Co 0.06% Add +3.0% 40,147 $4.1M
Alpha Omega Wealth Management LLC 0.75% Reduce -2.4% 39,938 $4.1M
Capital City Trust Co. 1.02% Add +0.3% 39,880 $4.1M
Teachers Retirement System of the State of Kentucky 0.04% Reduce -5.0% 39,448 $4.0M
TrueMark Investments, LLC 1.29% Reduce -28.4% 39,282 $4.0M
James Investment Research, Inc. 0.46% Add +1.3% 39,220 $4.0M
Robeco Institutional Asset Management B.V. 0.01% New 39,137 $4.0M
D.A. Davidson & Co. 0.03% Add +5.4% 39,132 $4.0M
Stephens Inc. 0.06% Add +11.1% 39,054 $4.0M
Simplex Trading, LLC 0.13% Add +900.3% 38,993 $4.0M
Blair William & Co. 0.01% Add +0.7% 38,934 $4.0M
Wealthfront Advisers LLC 0.01% Add +4.1% 38,823 $4.0M
Cresset Asset Management, LLC 0.02% Add +6.7% 38,676 $4.0M
Sagefield Capital LP 0.43% Add +6.6% 38,641 $4.0M
Community Bank, N.A. 0.50% Reduce -1.1% 38,592 $4.0M
Soltis Investment Advisors LLC 0.39% Reduce -46.5% 38,524 $4.0M
Mesirow Financial Investment Management, Inc. 0.08% Reduce -0.3% 38,493 $3.9M
Hendley & Co. Inc. 1.37% Reduce -0.3% 38,307 $3.9M
Metis Global Partners, LLC 0.12% Add +15.9% 37,892 $3.9M
Garland Capital Management Inc. 2.97% Reduce -8.4% 37,640 $3.9M
Brookfield Corp 0.02% No change 37,490 $3.8M
Jeppson Wealth Management, LLC 1.37% Reduce -0.1% 37,375 $3.8M
Axxcess Wealth Management, LLC 0.10% Add +0.5% 37,130 $3.8M
Bayesian Capital Management, LP 0.45% Reduce -1.9% 37,100 $3.8M
Kentucky Retirement Systems 0.11% Reduce -6.7% 37,070 $3.8M
Panagora Asset Management Inc. 0.02% Reduce -0.6% 36,981 $3.8M
North Star Investment Management Corp. 0.26% Reduce -3.4% 36,870 $3.8M
Bessemer Group Inc. 0.01% Add +598.4% 36,654 $3.8M
Assetmark, Inc. 0.01% Reduce -16.2% 36,512 $3.7M
Morton Community Bank 0.98% Reduce -0.9% 36,484 $3.7M
Randolph Co Inc 0.43% Reduce -0.9% 35,788 $3.7M
Tower Research Capital LLC (TRC) 0.10% Reduce -66.2% 35,273 $3.6M
Atria Wealth Solutions, Inc. 0.04% Reduce -5.5% 35,193 $3.6M
Exencial Wealth Advisors, LLC 0.13% Reduce -3.0% 35,031 $3.6M
Mizuho Securities USA LLC 0.08% Reduce -15.1% 34,505 $3.5M
Focus Partners Wealth 0.01% Add +94.5% 34,038 $3.5M
Hartford Investment Management Co. 0.11% Reduce -1.2% 33,368 $3.4M
Point72 Hong Kong Ltd 0.25% New 33,263 $3.4M
Cornerstone Advisors, LLC 0.13% Add +1.2% 33,200 $3.4M
New England Asset Management Inc. 0.56% New 33,180 $3.4M
First Citizens Bank & Trust Co. 0.07% Add +1.7% 32,720 $3.4M
Tiaa Trust, National Association 0.01% Add +0.4% 32,694 $3.4M
Pinnacle Associates Ltd. 0.06% Add +23.2% 40,710 $3.3M
Eliot Finkel Investment Counsel, LLC 2.00% Reduce -2.3% 31,734 $3.3M
Dynamic Technology Lab Private Ltd 0.34% Add +274.7% 31,566 $3.2M
Hantz Financial Services, Inc. 0.06% Reduce -1.9% 31,473 $3.2M
Los Angeles Capital Management LLC 0.01% Add +348.4% 31,312 $3.2M
Cypress Capital Group 0.36% Reduce -0.3% 31,244 $3.2M
HB Wealth Management, LLC 0.03% Add +7.5% 31,159 $3.2M
Virtu Financial LLC 0.18% New 31,106 $3.2M
Principle Wealth Partners LLC 0.23% No change 31,055 $3.2M
B. Riley Wealth Advisors, Inc. 0.09% Reduce -9.7% 31,029 $3.2M
Whittier Trust Co. of Nevada Inc. 0.08% Add +0.9% 30,880 $3.2M
Cary Street Partners Investment Advisory LLC 0.12% Add +20.2% 30,854 $3.2M
First Bank & Trust 0.60% Reduce -2.5% 30,763 $3.2M
Credit Agricole S A 0.02% Reduce -52.0% 30,411 $3.1M
Maryland State Retirement & Pension System 0.06% Reduce -27.1% 30,143 $3.1M
Prime Capital Investment Advisors, LLC 0.04% Add +1.6% 29,990 $3.1M
Independent Advisor Alliance 0.11% Reduce -2.4% 29,860 $3.1M
Harvest Fund Management Co., Ltd 0.18% Add +85.8% 29,637 $3.0M
Securian Asset Management, Inc. 0.09% Reduce -3.2% 29,337 $3.0M
Integrated Wealth Concepts LLC 0.04% Reduce -0.8% 29,000 $3.0M
Raymond James Trust N.A. 0.06% Reduce -12.3% 28,880 $3.0M
Federation des caisses Desjardins du Quebec 0.01% Add +1.3% 28,351 $2.9M
Thrivent Financial for Lutherans 0.01% Add +4.2% 27,874 $2.9M
Ascent Group, LLC 0.22% Reduce -3.7% 27,787 $2.9M
Park Avenue Securities LLC 0.03% Add +4.6% 27,687 $2.8M
Granite Group Advisors, LLC 1.82% Reduce -1.3% 27,654 $2.8M
HBW Advisory Services LLC 0.41% Reduce -8.5% 27,234 $2.8M
Citizens National Bank Trust Department 0.59% Add +1.1% 27,222 $2.8M
Eagle Global Advisors LLC 0.14% New 27,100 $2.8M
1ST Source Bank 0.16% Add +0.3% 27,012 $2.8M
Whalerock Point Partners, LLC 0.68% No change 26,856 $2.8M
Arkadios Wealth Advisors 0.16% Reduce -3.6% 26,806 $2.8M
Rockline Wealth Management, LLC 0.78% Add +4.8% 26,781 $2.7M
Smith Salley Wealth Management 0.18% Add +3.0% 26,762 $2.7M
Strategic Blueprint, LLC 0.17% Add +14.5% 26,707 $2.7M
Oppenheimer Asset Management Inc. 0.03% Add +0.7% 26,677 $2.7M
Sterling Capital Management LLC 0.04% — 26,601 $2.7M
Cwm, LLC 0.01% Add +2.7% 26,400 $2.7M
NewEdge Advisors, LLC 0.02% Add +1.9% 26,040 $2.7M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.20% New 26,000 $2.7M
Strategic Advisors LLC 0.50% No change 25,958 $2.7M
New Mexico Educational Retirement Board 0.09% Reduce -3.0% 25,738 $2.6M
PFG Investments, LLC 0.17% Reduce -2.1% 25,728 $2.6M
Stratos Wealth Partners, LTD. 0.04% Add +6.9% 25,625 $2.6M
Holocene Advisors, LP 0.01% Reduce -33.5% 25,423 $2.6M
Colonial Trust Advisors 0.22% Add +2.5% 25,282 $2.6M
Norinchukin Bank, The 0.06% Add +13.2% 25,099 $2.6M
Kentucky Farm Bureau Mutual Insurance Co 0.55% No change 25,000 $2.6M
Brevan Howard Capital Management LP 0.13% Add +35.2% 24,817 $2.5M
Joseph Group Capital Management 0.97% Add +1.9% 24,756 $2.5M
DRW Securities, LLC 0.14% New 24,690 $2.5M
Berkshire Asset Management LLC 0.13% No change 28,535 $2.5M
Tokio Marine Asset Management Co. Ltd. 0.11% Add +1.3% 23,635 $2.4M
OMERS ADMINISTRATION Corp 0.02% Add +28.5% 23,467 $2.4M
Prudential PLC 0.01% Add +45.9% 23,400 $2.4M
NorthCrest Asset Manangement, LLC 0.07% Add +3.5% 23,049 $2.4M
PDT Partners, LLC 0.21% Reduce -0.1% 22,971 $2.4M
XTX Topco Ltd 0.17% Add +10.3% 22,904 $2.3M
Choreo, LLC 0.03% Add +5.0% 22,619 $2.3M
TFG Advisers LLC 0.82% Add +0.5% 22,164 $2.3M
Transcend Capital Advisors, LLC 0.15% Reduce -1.2% 22,125 $2.3M
L & S Advisors Inc 0.27% Reduce -19.2% 22,092 $2.3M
Concurrent Investment Advisors, LLC 0.07% Add +8.8% 22,023 $2.3M
AMG National Trust Bank 0.06% Reduce -2.3% 22,016 $2.3M
Crossmark Global Holdings, Inc. 0.04% Reduce -0.2% 21,754 $2.2M
Two Sigma Investments, LP 0.01% Add +25.9% 21,520 $2.2M
Clearbridge Investments, LLC 0.00% Reduce -3.3% 21,452 $2.2M
Advisors Asset Management, Inc. 0.04% Add +15.0% 21,429 $2.2M
GS Investments, Inc. 0.98% Add +93.8% 21,409 $2.2M
Ameritas Investment Partners, Inc. 0.07% Add +2.9% 21,402 $2.2M
Sound View Wealth Advisors Group, LLC 0.18% Add +7.0% 21,356 $2.2M
Kingsview Wealth Management, LLC 0.05% Add +31.4% 21,332 $2.2M
Apollon Wealth Management, LLC 0.06% Reduce -2.7% 20,728 $2.1M
HighPoint Advisor Group LLC 0.12% Reduce -8.4% 20,636 $2.1M
Investment Partners, LTD. 0.88% Reduce -0.8% 20,492 $2.1M
Beacon Pointe Advisors, LLC 0.02% Reduce -11.6% 20,395 $2.1M
Summit Financial, LLC 0.08% Add +2.3% 20,375 $2.1M
Miller Howard Investments Inc. 0.06% Reduce -4.5% 20,143 $2.1M
Brown Advisory Inc. 0.00% Reduce -6.1% 20,110 $2.1M
Advanced Asset Management Advisors Inc 0.54% No change 23,225 $2.0M
First Trust Direct Indexing L.P. 0.11% Add +24.4% 19,780 $2.0M
IHT Wealth Management, LLC 0.06% Add +152.8% 19,750 $2.0M
Exchange Traded Concepts, LLC 0.05% Add +4215.2% 19,634 $2.0M
Secure Asset Management, LLC 0.34% Add +12.5% 19,546 $2.0M
Jamison Private Wealth Management, Inc. 0.30% Add +0.2% 19,497 $2.0M
Fulton Bank, N.A. 0.08% Reduce -18.7% 19,459 $2.0M
Flputnam Investment Management Co. 0.04% Reduce -9.9% 19,363 $2.0M
South Dakota Investment Council 0.04% No change 19,341 $2.0M
Pathway Financial Advisers, LLC 0.90% Add +0.2% 19,322 $2.0M
Intrust Bank NA 0.20% Add +1.5% 19,270 $2.0M
Huber Capital Management LLC 0.40% No change 19,262 $2.0M
Stamos Capital Partners, L.P. 0.46% Reduce -37.0% 19,160 $2.0M
United Capital Financial Advisors, LLC 0.02% Add +2.4% 19,111 $2.0M
Garrison Asset Management, LLC 0.99% Add +0.6% 19,009 $2.0M
IFP Advisors, Inc 0.07% Reduce -14.0% 18,853 $1.9M
KMG Fiduciary Partners, LLC 0.17% Add +2.0% 18,756 $1.9M
Altus Wealth Group LLC 0.82% Add +4.7% 18,693 $1.9M
Commonwealth Financial Services, LLC 0.38% Reduce -5.6% 18,649 $1.9M
Wedbush Securities Inc. 0.07% Reduce -2.6% 18,468 $1.9M
Vectors Research Management, LLC 0.57% Add +3.8% 18,401 $1.9M
Meiji Yasuda Asset Management Co Ltd. 0.07% Reduce -2.3% 18,200 $1.9M
First National Bank of Mount Dora, Trust Investment Services 0.42% Reduce -41.7% 18,035 $1.9M
Prospera Financial Services Inc 0.05% Add +14.6% 17,937 $1.8M
J.W. Cole Advisors, Inc. 0.08% Add +6.4% 17,929 $1.8M
Jackson Hole Capital Partners, LLC 0.38% Add +44.5% 17,907 $1.8M
Empirical Finance, LLC 0.11% Add +2.0% 17,744 $1.8M
B. Metzler seel. Sohn & Co. Holding AG 0.02% — 17,692 $1.8M
B. Metzler seel. Sohn & Co. AG 0.02% No change 17,692 $1.8M
SG Americas Securities, LLC 0.01% Reduce -84.5% 17,569 $1.8M
Bleakley Financial Group, LLC 0.05% Reduce -1.9% 17,552 $1.8M
Investment Management Corp of Ontario 0.04% Add +50.7% 17,542 $1.8M
Executive Wealth Management, LLC 0.14% New 17,424 $1.8M
Prosperity Consulting Group, LLC 0.14% Add +434.6% 17,327 $1.8M
Ieq Capital, LLC 0.02% Reduce -21.8% 17,046 $1.7M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.5% 16,865 $1.7M
Courier Capital LLC 0.12% Add +4.2% 16,776 $1.7M
Hennion & Walsh Asset Management, Inc. 0.08% Reduce -0.4% 16,684 $1.7M
LS Investment Advisors, LLC 0.25% Reduce -7.5% 16,577 $1.7M
Rezny Wealth Management, Inc. 0.43% Add +7.7% 16,560 $1.7M
Verdence Capital Advisors LLC 0.13% Reduce -10.1% 16,449 $1.7M
G&S Capital LLC 0.71% Reduce -0.4% 16,424 $1.7M
Wealthspire Advisors, LLC 0.02% Add +1.5% 16,335 $1.7M
Praxis Investment Management Inc. 0.11% No change 16,270 $1.7M
River Wealth Advisors LLC 0.22% Reduce -7.3% 16,151 $1.7M
Aster Capital Management (DIFC) Ltd 0.36% — 16,136 $1.7M
B.O.S.S. Retirement Advisors, LLC 0.33% Add +3.0% 15,981 $1.6M
MAI Capital Management 0.02% Reduce -25.2% 15,965 $1.6M
Beese Fulmer Investment Management, Inc. 0.14% Add +0.2% 15,929 $1.6M
Kentucky Retirement Systems Insurance Trust Fund 0.11% Reduce -7.3% 15,755 $1.6M
Spreng Capital Management, Inc. 0.77% Reduce -43.2% 15,709 $1.6M
Kornitzer Capital Management Inc. 0.03% No change 15,700 $1.6M
Hodges Capital Management Inc. 0.10% Reduce -27.1% 15,674 $1.6M
Equitable Trust Co. 0.10% Add +15.2% 15,555 $1.6M
GAMMA Investing LLC 0.16% Add +23.9% 15,520 $1.6M
Raleigh Capital Management Inc. 0.61% Reduce -17.8% 15,489 $1.6M
Jump Financial, LLC 0.03% Reduce -51.4% 15,396 $1.6M
Gilliland Jeter Wealth Management LLC 0.51% No change 15,348 $1.6M
First County Bank 0.78% Reduce -12.1% 15,313 $1.6M
Mainstay Capital Management LLC 0.26% Add +0.8% 15,264 $1.6M
Norden Group LLC 0.18% Add +167.2% 15,037 $1.5M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.23% Add +0.2% 15,019 $1.5M
Sherbrooke Park Advisers LLC 0.35% Reduce -0.7% 14,888 $1.5M
Colonial Trust Co / SC 0.23% Add +12.8% 14,851 $1.5M
First Hawaiian Bank 0.05% Reduce -5.7% 14,847 $1.5M
Western Wealth Management, LLC 0.09% Add +133.8% 14,762 $1.5M
NJ State Employees Deferred Compensation Plan 0.18% No change 14,760 $1.5M
Lido Advisors, LLC 0.01% Add +12.5% 14,742 $1.5M
Archer Investment Corp 0.41% No change 14,699 $1.5M
Moors & Cabot, Inc. 0.07% Reduce -14.4% 14,694 $1.5M
Focus Partners Advisor Solutions, LLC 0.03% Add +12.1% 14,682 $1.5M
Howard Capital Management, LLC 0.02% New 14,664 $1.5M
Avitas Wealth Management LLC 0.21% Add +1.4% 14,629 $1.5M
CENTRAL TRUST Co 0.03% Reduce -0.3% 14,507 $1.5M
SS&H Financial Advisors, Inc. 0.54% No change 14,456 $1.5M
LVW Advisors, LLC 0.19% Add +8.6% 14,430 $1.5M
JGP Wealth Management, LLC 0.19% Reduce -3.4% 14,350 $1.5M
Hartford Funds Management Co LLC 0.14% Add +22.4% 14,327 $1.5M
NTV Asset Management LLC 0.20% Add +9.1% 14,323 $1.5M
Waters Parkerson & Co., LLC 0.07% Add +11.1% 14,268 $1.5M
Searle & Co. 0.36% Reduce -4.0% 14,244 $1.5M
Qube Research & Technologies Ltd 0.00% Add +16.6% 14,123 $1.4M
Synovus Financial Corp. 0.02% Reduce -3.4% 14,099 $1.4M
Equitable Holdings, Inc. 0.01% Add +6.0% 14,096 $1.4M
Brandywine Oak Private Wealth LLC 0.14% No change 13,974 $1.4M
Summit Global Investments 0.09% Reduce -2.4% 13,933 $1.4M
Concourse Financial Group Securities, Inc. 0.08% Reduce -7.5% 13,896 $1.4M
Icon Advisers Inc. 0.31% Reduce -5.5% 13,818 $1.4M
USA Financial Formulas 0.22% Add +1412.0% 13,805 $1.4M
Mediolanum International Funds Ltd 0.02% Reduce -19.3% 13,826 $1.4M
Hixon Zuercher, LLC 0.55% New 13,690 $1.4M
Valeo Financial Advisors, LLC 0.04% Reduce -7.7% 13,687 $1.4M
Mgo One Seven LLC 0.06% Reduce -3.8% 13,452 $1.4M
Qtron Investments LLC 0.19% New 13,266 $1.4M
United Services Automobile Association 0.03% Reduce -16.6% 13,137 $1.3M
Perigon Wealth Management, LLC 0.04% Add +1.0% 13,103 $1.3M
Paradigm Asset Management Co. LLC 0.35% No change 13,100 $1.3M
Meeder Advisory Services, Inc. 0.09% Add +7.2% 13,090 $1.3M
Snowden Capital Advisors LLC 0.04% Reduce -9.9% 12,994 $1.3M
Tudor Financial Inc. 0.82% — 12,970 $1.3M
Probity Advisors, Inc. 0.25% Reduce -0.7% 12,931 $1.3M
Koshinski Asset Management, Inc. 0.11% Reduce -0.9% 12,777 $1.3M
TKG Advisors, LLC 0.64% Reduce -0.2% 12,671 $1.3M
Cyndeo Wealth Partners, LLC 0.09% Reduce -62.3% 12,650 $1.3M
OneDigital Investment Advisors LLC 0.01% Add +3.5% 12,627 $1.3M
FineMark National Bank & Trust 0.04% Reduce -2.6% 12,613 $1.3M
Brown Brothers Harriman & Co. 0.01% Add +8.3% 12,603 $1.3M
D. E. Shaw & Co. 0.00% New 12,589 $1.3M
Trivium Point Advisory, LLC 0.18% Add +1.4% 13,773 $1.3M
Oak Thistle LLC 0.42% New 12,519 $1.3M
United Bank 0.15% Reduce -17.5% 12,509 $1.3M
Versor Investments LP 0.20% Reduce -31.3% 12,457 $1.3M
Leonteq Securities AG 0.15% Add +179.3% 12,341 $1.3M
Claro Advisors Inc. 0.16% Add +7.8% 12,240 $1.3M
Freedom Investment Management, Inc. 0.10% Reduce -6.1% 12,232 $1.3M
Ameritas Advisory Services, LLC 0.05% Reduce -1.7% 12,218 $1.3M
Provenance Wealth Advisors, LLC 0.16% Reduce -0.4% 12,133 $1.2M
Kingswood Wealth Advisors, LLC 0.09% Add +167.9% 12,075 $1.2M
Royal Fund Management, LLC 0.09% Reduce -1.4% 12,024 $1.2M
Ancora Advisors LLC 0.03% Add +27.1% 12,021 $1.2M
Albion Financial Group 0.09% No change 12,020 $1.2M
iSAM Funds (UK) Ltd 0.70% Add +24.0% 11,968 $1.2M
Moody National Bank Trust Division 0.13% Reduce -3.7% 11,957 $1.2M
Rwa Wealth Partners, LLC 0.02% Reduce -23.1% 11,949 $1.2M
Bfsg, LLC 0.14% Add +450.7% 11,863 $1.2M
Burke & Herbert Bank & Trust Co. 0.28% Reduce -1.7% 11,834 $1.2M
CWA Asset Management Group, LLC 0.06% — 11,775 $1.2M
Altfest L J & Co. Inc. 0.16% New 11,645 $1.2M
First Dallas Securities Inc. 0.50% Reduce -3.7% 11,645 $1.2M
Allworth Financial LP 0.01% Reduce -15.1% 11,586 $1.2M
Trust Co. of Toledo NA 0.16% Add +39.0% 11,522 $1.2M
My Legacy Advisors, LLC 0.47% Reduce -18.3% 11,510 $1.2M
Cypress Capital Management LLC (WY) 1.26% Add +2899.5% 11,398 $1.2M
Ballentine Partners, LLC 0.02% Add +0.8% 11,355 $1.2M
Marino, Stram & Associates LLC 0.25% Add +2.0% 11,131 $1.1M
Park National Corp. 0.04% Reduce -10.7% 11,107 $1.1M
Wealth Alliance, LLC 0.14% Reduce -17.2% 11,092 $1.1M
Vident Advisory, LLC 0.03% Reduce -71.3% 11,087 $1.1M
EP Wealth Advisors, LLC 0.01% Add +12.5% 11,057 $1.1M
Spirit of America Management Corp. 0.23% No change 11,000 $1.1M
Texas Yale Capital Corp. 0.05% Add +1.4% 10,973 $1.1M
Meridian Investment Counsel Inc. 0.34% Reduce -0.9% 10,915 $1.1M
ARS Investment Partners, LLC 0.10% No change 10,868 $1.1M
Level Four Advisory Services, LLC 0.05% Reduce -2.2% 11,270 $1.1M
Geneos Wealth Management Inc. 0.04% Add +12.3% 10,765 $1.1M
Advisory Services Network, LLC 0.02% No change 12,580 $1.1M
Forte Capital LLC 0.12% Add +47.2% 10,747 $1.1M
Lanark Financial, Inc. 0.09% Reduce -4.4% 10,706 $1.1M
Private Trust Co. NA 0.11% Reduce -1.7% 10,627 $1.1M
Sigma Planning Corp 0.03% Reduce -16.0% 10,555 $1.1M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -1.5% 10,487 $1.1M
Radnor Capital Management, LLC 0.16% Reduce -0.7% 10,418 $1.1M
GAMCO Investors 0.01% No change 10,400 $1.1M
Everpar Advisors LLC 0.55% Add +0.8% 10,392 $1.1M
Hancock Whitney Corp. 0.03% Reduce -1.8% 10,385 $1.1M
Gryphon Financial Partners LLC 0.15% Add +0.4% 10,377 $1.1M
Ninepoint Partners LP 0.14% New 10,356 $1.1M
Wealthcare Advisory Partners LLC 0.03% Reduce -1.5% 10,348 $1.1M
Morningstar Investment Management LLC 0.10% Reduce -4.6% 10,667 $1.1M
Jackson Square Capital, LLC 0.26% No change 10,251 $1.1M
Mutual Advisors, LLC 0.03% Reduce -0.7% 10,532 $1.0M
Certified Advisory Corp 0.12% Add +1.2% 10,191 $1.0M
Schnieders Capital Management LLC 0.20% Reduce -0.3% 10,177 $1.0M
Supplemental Annuity Collective Trust of NJ 0.30% No change 10,000 $1.0M
Ar Asset Management Inc. 0.23% No change 10,000 $1.0M
Affinity Investment Advisors, LLC 0.70% No change 9,969 $1.0M
SeaCrest Wealth Management, LLC 0.11% Reduce -7.1% 9,939 $1.0M
Laird Norton Wetherby Wealth Management, LLC 0.05% Reduce -7.8% 9,884 $1.0M
Aigen Investment Management, LP 0.20% New 9,827 $1.0M
Navalign, LLC 0.30% Add +4.3% 9,814 $1.0M
Plan Group Financial, LLC 0.53% Add +9.8% 9,762 $1.0M
Scientech Research LLC 0.20% New 9,753 $1.0M
StoneX Group Inc. 0.07% Add +4.0% 9,723 $998K
Horizon Investments, LLC 0.03% Reduce -3.6% 9,771 $993K
Oxford Financial Group, LTD. LLC 0.06% Reduce -3.6% 9,656 $991K
Aviance Capital Partners, LLC 0.13% Add +35.1% 9,647 $990K
Seven Eight Capital, LP 0.09% Reduce -44.6% 9,599 $985K
Mirador Capital Partners LP 0.18% Add +3.2% 9,574 $982K
Signaturefd, LLC 0.02% Add +3.3% 9,516 $976K
Brighton Jones LLC 0.04% Reduce -9.0% 9,506 $975K
Tidal Investments LLC 0.01% Reduce -16.6% 9,434 $968K
Founders Financial Alliance, LLC 0.27% Add +1.6% 9,405 $965K
Greenleaf Trust 0.01% Add +4.0% 9,377 $962K
Columbia Asset Management 0.17% Add +0.9% 9,368 $961K
Harbour Investments, Inc. 0.03% Reduce -7.0% 9,230 $947K
Atlanta Consulting Group Advisors, LLC 0.23% New 9,228 $947K
Allen Capital Group, LLC 0.12% Add +115.8% 9,225 $946K
Mark Sheptoff Financial Planning, LLC 0.50% Add +2.2% 9,125 $936K
Wolff Financial Management LLC 0.25% No change 9,124 $936K
Busey Bank 0.03% Add +2.7% 9,076 $931K
Keystone Financial Group 0.12% Add +1.8% 9,068 $930K
CreativeOne Wealth, LLC 0.03% Add +6.7% 9,008 $924K
Gallagher Fiduciary Advisors, LLC 0.19% Reduce -12.4% 8,995 $923K
Flagship Harbor Advisors, LLC 0.05% Reduce -26.5% 8,946 $918K
Passumpsic Savings Bank 0.60% New 8,912 $914K
Clearstead Advisors, LLC 0.01% Add +0.4% 8,886 $912K
Armstrong Advisory Group, Inc. 0.07% Reduce -1.6% 8,803 $903K
Stableford Capital II LLC 0.36% New 9,190 $903K
Sumitomo Life Insurance Co. 0.02% Add +3.1% 8,737 $896K
Rogco, LP 0.35% Reduce -0.4% 8,729 $896K
Compound Planning, Inc. 0.06% Add +26.9% 8,664 $889K
Aviva PLC 0.00% Add +3.6% 8,662 $889K
Csenge Advisory Group 0.05% Reduce -3.7% 9,009 $885K
NovaPoint Capital, LLC 0.27% Add +7.9% 8,623 $885K
Wexford Capital LP 0.21% Reduce -16.5% 8,619 $884K
Coldstream Capital Management Inc. 0.02% Add +12.1% 8,643 $877K
Hilltop Holdings Inc. 0.06% Add +12.4% 8,529 $875K
Longfellow Investment Management Co. LLC 0.22% Add +0.6% 8,483 $870K
Headlands Technologies LLC 0.10% Add +231.2% 8,429 $865K
Pekin Hardy Strauss, Inc. 0.11% No change 8,379 $860K
Centiva Capital, LP 0.04% Add +85.4% 8,351 $857K
HBK Sorce Advisory LLC 0.03% Reduce -1.9% 8,335 $855K
JFS Wealth Advisors, LLC 0.06% Add +521.8% 8,326 $854K
Aptus Capital Advisors, LLC 0.01% Reduce -3.9% 8,309 $853K
Tradewinds, LLC. 0.26% Reduce -0.1% 8,263 $848K
Bailard, Inc. 0.02% No change 8,246 $846K
Walter & Keenan Wealth Management LLC /in/ 0.25% Add +5.6% 8,174 $839K
OmniStar Financial Group, Inc. 0.62% Add +74.5% 8,065 $830K
Smith, Moore & Co. 0.08% Add +0.1% 8,066 $828K
Elevated Capital Advisors, LLC 0.22% Reduce -2.6% 7,986 $819K
Procyon Advisors, LLC 0.06% Reduce -10.4% 7,913 $812K
1834 Investment Advisors Co. 0.09% Reduce -11.2% 7,887 $809K
Stratos Wealth Advisors, LLC 0.04% Reduce -28.9% 7,870 $807K
Gotham Asset Management 0.01% Add +19.3% 7,843 $805K
Mission Wealth Management, LP 0.02% Add +71.2% 7,796 $800K
Frank, Rimerman Advisors LLC 0.06% Add +0.2% 7,785 $799K
Parallel Advisors, LLC 0.02% Add +9.8% 7,782 $798K
Fourpath Capital Management, LLC 0.15% Reduce -4.8% 7,773 $798K
Danske Bank A/S 0.00% Add +65.2% 7,768 $797K
Retirement Guys Formula LLC 0.37% Add +5.3% 7,749 $795K
Twin Capital Management Inc. 0.09% Reduce -2.6% 7,724 $792K
PDS Planning, Inc 0.07% Add +0.1% 7,709 $791K
Evergreen Capital Management LLC 0.03% Reduce -0.7% 7,644 $784K
Prossimo Advisors, LLC 0.57% New 7,627 $783K
Next Capital Management LLC 0.32% Add +13.6% 7,620 $782K
STF Management LP 0.35% Reduce -9.1% 7,601 $780K
Dynamic Advisor Solutions LLC 0.02% Reduce -0.9% 7,583 $778K
Buckingham Capital Management, Inc. 0.09% Reduce -1.8% 7,530 $773K
Cadence Bank 0.05% Reduce -17.4% 7,506 $770K
Empire Financial Management Company, LLC 0.24% No change 7,475 $767K
Waverly Advisors, LLC 0.01% Add +0.3% 7,419 $761K
Nations Financial Group Inc, /Ia/ 0.05% Add +9.8% 7,305 $750K
Pettyjohn, Wood & White, Inc. 0.14% Reduce -1.3% 7,294 $748K
Argent Financial Group, Inc. 0.09% — 7,290 $748K
Capital Advisors Inc. 0.01% Reduce -2.5% 7,283 $747K
Accurate Wealth Management, LLC 0.15% Add +1.3% 7,481 $746K
Caprock Group, LLC 0.03% Add +8.6% 7,251 $744K
Farther Finance Advisors, LLC 0.03% Add +3.2% 7,242 $743K
Crestwood Advisors Group, LLC 0.01% Add +3.0% 7,191 $738K
HM Payson & Co. 0.01% Reduce -8.7% 7,185 $737K
Bard Financial Services, Inc. 0.09% No change 7,155 $734K
44 Wealth Management LLC 0.26% — 7,251 $731K
Trueblood Wealth Management, LLC 0.37% No change 7,124 $731K
Legacy Advisors, LLC 0.08% Reduce -0.4% 7,123 $731K
MKT Advisors LLC 0.34% Reduce -15.4% 7,107 $724K
Marathon Strategic Advisors, LLC 0.76% Add +74.7% 7,027 $721K
Prudent Man Advisors, LLC 0.24% Reduce -22.9% 6,967 $715K
Foundations Investment Advisors, LLC 0.01% Add +5.2% 6,954 $713K
ICICI Prudential Asset Management Co Ltd 0.08% Add +20.0% 6,946 $713K
King Luther Capital Management Corp. 0.00% Add +10.7% 6,924 $710K
Seelaus Asset Management LLC 0.66% No change 6,875 $705K
Checchi Capital Advisers, LLC 0.05% Reduce -0.4% 6,863 $704K
Fox Run Management, L.L.C. 0.16% New 6,862 $704K
Welch Group, LLC 0.03% Add +0.1% 6,852 $703K
Stonegate Investment Group, LLC 0.02% Reduce -2.5% 6,849 $703K
Everstar Asset Management, LLC 0.48% — 6,847 $703K
Ti-Trust, Inc. 0.50% Reduce -0.1% 6,836 $701K
Blue Chip Partners, LLC 0.06% Reduce -2.7% 6,812 $699K
A. D. Beadell Investment Counsel, Inc. 0.56% Reduce -0.4% 6,810 $698K
Graves Light Lenhart Wealth, Inc. 0.09% No change 6,788 $696K
Bank & Trust Co 0.57% No change 6,780 $696K
Portside Wealth Group, LLC 0.12% Add +4.6% 6,765 $694K
Private Capital Management, LLC 0.08% No change 6,750 $693K
China Universal Asset Management Co., Ltd. 0.08% Add +113.0% 6,749 $692K
Garrison Point Advisors, LLC 0.43% No change 6,725 $690K
Powell Investment Advisors, LLC 0.32% Reduce -0.9% 6,709 $688K
Financial Advocates Investment Management 0.04% Reduce -3.3% 6,702 $688K
Peddock Capital Advisors, LLC 0.17% Add +2.6% 6,699 $687K
SageView Advisory Group, LLC 0.03% Reduce -11.3% 6,674 $685K
Great Valley Advisor Group, Inc. 0.02% Add +7.3% 6,662 $684K
Sierra Summit Advisors LLC 0.16% Add +35.4% 6,658 $683K
Alpha Family Trust 0.38% No change 6,650 $682K
Chicago Capital, LLC 0.02% Add +4.7% 6,646 $682K
Quadrant Capital Group LLC 0.05% Add +7.5% 6,638 $681K
Clarity Financial LLC 0.08% Reduce -5.0% 6,625 $680K
Kuhn & Co Investment Counsel 0.57% Reduce -2.2% 6,568 $674K
TCV Trust & Wealth Management, Inc. 0.06% Reduce -0.4% 6,565 $674K
SouthState Bank Corp 0.05% Reduce -1.9% 6,509 $668K
High Net Worth Advisory Group LLC 0.19% No change 6,483 $665K
Mendel Money Management 0.29% Add +0.9% 6,440 $661K
ARS Wealth Advisors Group, LLC 0.08% Add +0.2% 6,397 $656K
KCM Investment Advisors LLC 0.02% Add +0.1% 6,394 $656K
Rehmann Capital Advisory Group 0.04% Reduce -6.3% 6,259 $642K
Dearborn Partners LLC 0.03% Add +5.6% 6,248 $641K
Gibson Wealth Advisors LLC 0.52% No change 6,248 $641K
Neville Rodie & Shaw Inc. 0.05% No change 6,240 $640K
Parcion Private Wealth LLC 0.05% Add +1.9% 6,236 $640K
Great Lakes Advisors, LLC 0.01% New 6,228 $639K
Advisor OS, LLC 0.06% Add +22.9% 6,201 $636K
W.G. Shaheen & Associates DBA Whitney & Co 0.07% No change 6,100 $626K
Blue Trust, Inc. 0.01% Add +94.0% 7,109 $624K
Premier Path Wealth Partners, LLC 0.10% Add +0.3% 6,048 $621K
Jane Street Group, LLC 0.00% Reduce -96.5% 6,046 $620K
Cornerstone Advisory, LLC 0.08% Reduce -3.5% 6,022 $618K
Cannell & Spears LLC 0.01% Add +54.1% 6,011 $617K
Family Legacy, Inc. 0.20% Add +5.7% 6,008 $616K
Essex Financial Services, Inc. 0.04% Reduce -12.8% 6,113 $611K
Bank Ozk 0.25% Add +1.6% 5,908 $606K
Advisory Resource Group 0.13% Add +0.0% 5,881 $603K
Modera Wealth Management, LLC 0.01% Reduce -0.2% 5,854 $601K
Northcape Wealth Management, LLC 0.19% No change 5,798 $595K
Merit Financial Group, LLC 0.01% Reduce -25.9% 5,796 $595K
Stanley-Laman Group, Ltd. 0.08% Add +2.2% 5,782 $593K
Atlantic Union Bankshares Corp 0.03% Reduce -0.1% 5,776 $593K
American Trust Investment Advisors, LLC 0.24% New 5,755 $590K
Global Retirement Partners, LLC 0.02% Reduce -7.8% 5,754 $590K
E Fund Management Co., Ltd. 0.03% Add +8.7% 5,744 $589K
Wilmington Savings Fund Society, FSB 0.01% New 5,737 $589K
Donaldson Capital Management, LLC 0.02% Add +0.4% 5,730 $588K
Schechter Investment Advisors, LLC 0.04% Reduce -0.4% 5,719 $587K
Sandy Spring Bank 0.02% Reduce -1.1% 5,715 $586K
Liberty Capital Management, Inc. 0.13% No change 5,700 $585K
Franklin Street Advisors Inc. 0.04% Add +1.3% 5,685 $583K
Cassaday & Co Wealth Management LLC 0.02% Add +14.1% 5,673 $582K
Shulman DeMeo Asset Management LLC 0.14% Add +0.2% 5,626 $577K
Diversified Trust Co. 0.01% Add +0.6% 5,625 $577K
Midwest Professional Planners, LTD. 0.18% Add +11.6% 5,601 $575K
Smart Money Group LLC 0.20% Add +0.4% 5,764 $569K
World Investment Advisors 0.02% Add +127.8% 5,539 $568K
Carnegie Investment Counsel 0.02% Add +0.0% 5,512 $566K
Addison Advisors LLC 0.16% Add +510.4% 5,506 $565K
Atwood & Palmer Inc. 0.04% No change 5,500 $564K
Cohen Klingenstein LLC 0.02% No change 5,500 $564K
Howe & Rusling Inc. 0.05% Add +1.5% 5,494 $564K
CoreCap Advisors, LLC 0.03% New 5,481 $562K
Aberdeen Wealth Management LLC 0.37% No change 5,433 $557K
Cigna Investments Inc. 0.10% Reduce -2.6% 5,413 $556K
City State Bank 0.20% No change 5,405 $555K
McGlone Suttner Wealth Management, Inc. 0.12% Add +107.7% 5,401 $554K
Fifth Third Wealth Advisors LLC 0.03% Add +10.4% 5,382 $552K
Gladstone Institutional Advisory LLC 0.03% Reduce -44.2% 5,357 $550K
Advisory Alpha, LLC 0.02% Add +4.3% 5,327 $547K
Ironwood Investment Counsel, LLC 0.09% Reduce -2.1% 5,316 $545K
Blueshift Asset Management, LLC 0.14% New 5,307 $544K
Capula Management Ltd 0.01% New 5,291 $543K
Indiana Trust & Investment Management Co 0.18% Reduce -0.5% 5,267 $540K
Bank of Stockton 0.16% Add +3.5% 5,240 $538K
BKM Wealth Management, LLC 0.22% New 5,221 $536K
Jaffetilchin Investment Partners, LLC 0.04% Reduce -0.7% 5,203 $534K
Stock Yards Bank & Trust Co. 0.02% Reduce -5.4% 5,200 $534K
Investment House LLC 0.03% Reduce -1.3% 5,166 $530K
Anchor Investment Management, LLC 0.05% No change 5,157 $529K
Annis Gardner Whiting Capital Advisors, LLC 0.15% Add +45.6% 5,109 $524K
Confluence Wealth Services, Inc. 0.04% Add +67.0% 5,101 $523K
Cornerstone Wealth Management, LLC 0.04% Add +6.7% 5,099 $523K
Platform Technology Partners 0.16% Reduce -0.6% 5,093 $523K
Graypoint LLC 0.03% Add +4.5% 5,070 $520K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% No change 5,069 $520K
Parsons Capital Management Inc. 0.03% Add +17.9% 5,064 $520K
Glenview Trust Co 0.01% Add +0.4% 5,057 $519K
Roanoke Asset Management Corp./ NY 0.16% Add +2.2% 5,025 $516K
WBH Advisory Inc. 0.05% Reduce -7.5% 5,005 $513K
9258 Wealth Management, LLC 0.08% Add +0.6% 5,004 $513K
Rothschild Investment LLC 0.03% Add +1.2% 5,002 $513K
WMS Partners, LLC 0.03% Reduce -2.3% 5,000 $513K
Lanham O'Dell & Company, Inc. 0.29% Add +0.7% 4,982 $511K
Meridian Wealth Management, LLC 0.03% New 4,956 $509K
Walleye Capital LLC 0.01% Add +4.4% 4,942 $507K
Summit Financial Strategies, Inc. 0.06% Reduce -2.0% 4,928 $506K
Tower Bridge Advisors 0.05% No change 4,920 $505K
Pinnacle West Asset Management, Inc. 0.36% Add +0.5% 4,900 $503K
Asset Dedication, LLC 0.03% Reduce -39.6% 4,900 $503K
Hexagon Capital Partners LLC 0.10% Reduce -2.0% 4,880 $501K
Bank of Hawaii 0.02% Reduce -6.8% 4,879 $501K
Cornell Pochily Investment Advisors, Inc. 0.17% Reduce -5.9% 4,855 $498K
Cohen Investment Advisors LLC 0.30% Reduce -12.9% 4,847 $497K
Jupiter Asset Management Ltd. 0.00% New 4,847 $497K
River Global Investors LLP 0.11% No change 4,834 $496K
Wedmont Private Capital 0.03% Add +5.5% 5,054 $496K
Kavar Capital Partners Group, LLC 0.08% Add +0.8% 4,820 $495K
Silvercrest Asset Management Group LLC 0.00% No change 4,804 $493K
WealthPlan Investment Management, LLC 0.05% No change 4,800 $492K
Nixon Peabody Trust Co. 0.04% No change 4,800 $492K
Northwest Bancshares, Inc. 0.08% Reduce -0.9% 4,792 $492K
Fee-Only Financial Planning, L.C. 0.31% No change 4,769 $489K
Eagle Strategies LLC 0.09% Reduce -7.5% 4,764 $489K
Barry Investment Advisors, LLC 0.15% Reduce -1.3% 4,749 $487K
Private Portfolio Partners LLC 0.09% New 4,722 $484K
Intrua Financial, LLC 0.08% Reduce -47.2% 4,714 $484K
Arete Wealth Advisors, LLC 0.04% Reduce -9.3% 4,700 $482K
Boothbay Fund Management, LLC 0.02% New 4,694 $482K
LexAurum Advisors, LLC 0.11% Add +0.1% 4,685 $481K
Fulton Breakefield Broenniman LLC 0.03% Reduce -1.3% 4,684 $481K
Avestar Capital, LLC 0.05% Add +2.6% 4,678 $480K
Institute for Wealth Management, LLC. 0.06% Reduce -0.7% 4,664 $479K
PFG Advisors 0.03% Reduce -3.6% 4,630 $475K
Cobblestone Capital Advisors LLC 0.03% Reduce -0.7% 4,592 $471K
Aull & Monroe Investment Management Corp 0.22% No change 4,574 $469K
AlphaStar Capital Management, LLC 0.04% Reduce -1.7% 4,573 $469K
Bridges Investment Management Inc. 0.01% Add +1.6% 4,569 $469K
Klein Pavlis & Peasley Financial, Inc. 0.37% Add +2.2% 4,553 $467K
Rossmore Private Capital 0.06% No change 4,552 $467K
Focus Financial Network, Inc. 0.02% Reduce -7.2% 4,547 $466K
Centennial Bank 0.21% Reduce -1.1% 4,539 $466K
Welch & Forbes LLC 0.01% Add +12.8% 4,539 $466K
Capital Investment Advisory Services, LLC 0.04% Add +0.1% 4,521 $464K
Summit Trail Advisors, LLC 0.01% Add +12.7% 4,513 $463K
CFS Investment Advisory Services, LLC 0.04% New 4,508 $463K
Syon Capital LLC 0.04% Reduce -0.8% 4,510 $463K
Pinkerton Wealth, LLC 0.07% New 4,509 $463K
Chiron Capital Management, LLC 0.41% Reduce -22.4% 4,505 $462K
Parkside Financial Bank & Trust 0.06% Add +0.1% 4,476 $459K
Dorsey & Whitney Trust CO LLC 0.02% Add +24.9% 4,473 $459K
Sky Investment Group LLC 0.08% No change 4,470 $459K
McKinley Carter Wealth Services, Inc. 0.03% Reduce -0.1% 4,470 $459K
Woodward Diversified Capital, LLC 0.29% Reduce -3.8% 4,444 $456K
Dark Forest Capital Management LP 0.06% New 4,434 $455K
NorthRock Partners, LLC 0.01% Add +4.0% 4,434 $455K
Ashton Thomas Securities, LLC 0.09% Add +19.1% 4,424 $454K
HF Advisory Group, LLC 0.21% Reduce -2.5% 4,424 $454K
Sterling Investment Counsel, LLC 0.16% No change 4,421 $454K
Avity Investment Management Inc. 0.03% Reduce -12.9% 4,374 $449K
Personal Cfo Solutions, LLC 0.06% Add +1.0% 4,368 $448K
Sterling Wealth Management, Inc. 0.17% No change 4,351 $446K
Monetary Management Group Inc. 0.11% Add +0.3% 4,333 $445K
Pacifica Partners Inc. 0.18% Add +1.4% 4,326 $444K
Heartland Bank & Trust Co 0.24% Reduce -3.5% 4,319 $443K
Taylor Financial Group, Inc. 0.31% No change 4,310 $442K
Argyle Capital Management, LLC 0.18% No change 4,300 $441K
Nilsine Partners, LLC 0.06% Reduce -1.6% 4,285 $440K
Savvy Advisors, Inc. 0.09% Add +6.9% 4,284 $440K
NewEdge Wealth, LLC 0.01% Add +60.8% 4,276 $439K
Essex Bank 0.11% Add +26.6% 4,274 $439K
Centennial Wealth Advisory LLC 0.17% Add +3.8% 4,272 $438K
Independent Financial Group, LLC 0.02% Reduce -0.8% 4,271 $438K
Principal Securities, Inc. 0.01% Add +9.1% 4,255 $437K
Apella Capital, LLC 0.02% Add +0.5% 4,272 $435K
Siemens Fonds Invest GmbH 0.03% Add +29.8% 4,237 $435K
Caldwell Trust Co 0.04% Add +10.9% 4,172 $428K
Dagco, Inc. 0.18% Add +0.1% 4,160 $427K
MQS Management LLC 0.24% New 4,138 $425K
Heritage Wealth Management, Inc. 0.14% No change 4,110 $422K
Cidel Asset Management Inc. 0.03% No change 4,108 $421K
David J Yvars Group 0.26% No change 4,106 $421K
Banque Cantonale Vaudoise 0.02% Reduce -11.3% 4,101 $421K
Beverly Hills Private Wealth, LLC 0.09% Reduce -15.0% 4,102 $421K
Leo Wealth, LLC 0.04% Reduce -10.3% 4,089 $420K
Virginia Wealth Management Group, Inc. 0.26% Add +15.8% 4,063 $417K
Clarius Group, LLC 0.03% Reduce -3.5% 4,067 $416K
Rodgers Brothers Inc. 0.05% Add +0.1% 4,048 $415K
Mattern Wealth Management LLC 0.09% No change 4,042 $415K
Penobscot Investment Management Company, Inc. 0.04% No change 4,041 $415K
Bridgefront Capital, LLC 0.16% New 4,031 $414K
McDonald Partners LLC 0.10% No change 4,026 $413K
Lake Street Advisors Group, LLC 0.02% Reduce -0.6% 3,985 $409K
OneAscent Financial Services LLC 0.29% Reduce -27.6% 3,974 $408K
CHICAGO TRUST Co NA 0.07% Add +39.1% 3,963 $407K
GTS Securities LLC 0.01% Add +1.1% 3,952 $405K
Park Place Capital Corp 0.12% Reduce -22.3% 3,933 $404K
Conning Inc. 0.01% Reduce -0.0% 3,933 $404K
Sovereign Financial Group, Inc. 0.09% Reduce -0.3% 3,901 $400K
Fisher Asset Management 0.00% Reduce -24.1% 3,884 $399K
Northeast Investment Management 0.02% No change 3,872 $397K
Evercore Wealth Management, LLC 0.01% Reduce -10.9% 3,872 $397K
Bedel Financial Consulting, Inc. 0.06% Add +8.5% 3,871 $397K
Joel Isaacson & Co., LLC 0.02% Add +7.3% 3,855 $396K
Meritage Portfolio Management 0.02% Reduce -93.0% 3,849 $395K
Gray Wealth Management Inc. 0.16% Add +0.1% 3,833 $393K
Thomasville National Bank 0.03% No change 3,828 $393K
Keudell/Morrison Wealth Management 0.11% Reduce -10.4% 3,823 $392K
Birmingham Capital Management Co. Inc. 0.14% No change 3,820 $392K
CX Institutional 0.02% Reduce -2.3% 3,817 $392K
Main Street Financial Solutions, LLC 0.04% Add +53.9% 3,817 $392K
City Holding Co. 0.05% No change 3,815 $391K
GDS Wealth Management 0.04% Reduce -0.9% 3,810 $391K
Advisors Capital Management, LLC 0.01% Add +11.1% 3,801 $390K
Excalibur Management Corp. 0.15% Add +0.3% 3,792 $389K
Brendel Financial Advisors LLC 0.22% No change 3,786 $388K
Horizon Family Wealth, Inc. 0.28% Add +2.2% 3,776 $387K
John G Ullman & Associates Inc. 0.06% No change 3,754 $385K
Ranch Capital Advisors Inc. 0.18% Add +0.0% 3,738 $383K
Gilbert & Cook, Inc. 0.05% Add +0.3% 3,731 $383K
Virtue Capital Management, LLC 0.08% Reduce -5.2% 3,728 $382K
Aureus Asset Management, LLC 0.03% No change 3,724 $382K
Vise Technologies, Inc. 0.05% New 3,723 $382K
Spire Wealth Management 0.01% Add +7.1% 3,722 $382K
Southland Equity Partners LLC 0.09% Add +11.7% 3,709 $381K
Florida Trust Wealth Management Co 0.01% Add +4.8% 3,706 $380K
AlphaQuest LLC 0.03% New 3,678 $377K
Waldron Private Wealth LLC 0.02% Add +8.2% 3,672 $377K
Sunbelt Securities, Inc. 0.04% Add +11.5% 3,659 $375K
Continuum Advisory, LLC 0.05% Reduce -1.7% 3,990 $374K
HUB Investment Partners, LLC 0.02% Add +22.5% 3,639 $373K
Fruth Investment Management 0.10% No change 3,645 $373K
Abacus Planning Group, Inc. 0.07% Add +3.5% 3,634 $373K
Taylor Hoffman Capital Management LLC 0.14% — 3,746 $370K
Perpetual Ltd 0.00% No change 3,598 $369K
Ignite Planners, LLC 0.08% Add +0.8% 3,586 $368K
GeoWealth Management, LLC 0.01% Reduce -1.2% 3,584 $368K
Harbour Trust & Investment Management Co 0.04% Reduce -15.9% 3,582 $368K
Glassy Mountain Advisors, Inc. 0.13% No change 3,570 $366K
AdvisorNet Financial, Inc 0.03% Add +1.2% 3,563 $366K
Fayez Sarofim & Co 0.00% No change 3,550 $364K
Atalanta Sosnoff Capital, LLC 0.01% No change 3,537 $363K
McDonough Capital Management, Inc 0.25% Reduce -1.2% 3,528 $362K
Simon Quick Advisors, LLC 0.02% New 3,520 $361K
Carmel Capital Partners, LLC 0.14% Add +8.0% 3,519 $361K
International Private Wealth Advisors LLC 0.53% Reduce -5.5% 3,514 $361K
Interactive Financial Advisors, Inc. 0.18% No change 3,500 $359K
Gables Capital Management Inc. 0.18% Reduce -25.4% 3,500 $359K
Mathes Company, Inc. 0.13% No change 3,500 $359K
Angeles Investment Advisors, LLC 0.02% No change 3,491 $358K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Add +20.5% 3,479 $357K
E&G Advisors, LLC 0.10% No change 3,468 $356K
Integrated Advisors Network LLC 0.02% Reduce -3.1% 3,463 $355K
Centre Asset Management, LLC 0.08% Reduce -4.8% 3,454 $354K
Prairie Sky Financial Group LLC 0.20% No change 3,437 $353K
Modern Wealth Management, LLC 0.02% Add +19.7% 3,435 $352K
International Assets Investment Management, LLC 0.03% Reduce -17.2% 3,430 $352K
Wulff, Hansen & Co. 0.32% No change 3,425 $351K
Marcum Wealth, LLC 0.03% Reduce -12.9% 3,417 $351K
Trust Point Inc. 0.03% Reduce -8.0% 3,406 $349K
Richwood Investment Advisors, LLC 0.29% Reduce -2.9% 3,398 $349K
Harel Insurance Investments & Financial Services Ltd. 0.01% New 3,394 $348K
Peoples Bank 0.23% No change 3,387 $348K
W Advisors, LLC 0.21% Add +1.5% 3,383 $347K
First National Bank Sioux Falls 0.16% No change 3,375 $346K
W.H. Cornerstone Investments Inc. 0.23% New 3,372 $346K
Community Trust & Investment Co. 0.02% Reduce -9.0% 3,371 $346K
BCGM Wealth Management, LLC 0.11% Add +4.8% 3,359 $345K
Central Pacific Bank - Trust Division 0.05% No change 3,346 $343K
Keel Point, LLC 0.03% Reduce -2.3% 3,342 $343K
First Merchants Corp. 0.01% Reduce -32.3% 3,336 $342K
MBB Public Markets I LLC 0.03% Reduce -91.0% 3,330 $342K
Maven Securities LTD 0.04% Reduce -81.6% 3,328 $341K
Knollwood Investment Advisory, LLC 0.04% No change 3,321 $341K
Bank of Nova Scotia Trust Co. 0.03% Add +0.2% 3,301 $339K
Titleist Asset Management, LLC 0.05% Reduce -48.1% 3,299 $339K
Brooklyn Investment Group 0.11% Add +5.5% 3,296 $338K
St Germain D J Co. Inc. 0.02% No change 3,282 $337K
GGM Financial LLC 0.29% Add +0.9% 3,270 $336K
Holderness Investments Co. 0.07% Reduce -2.4% 3,270 $335K
Juncture Wealth Strategies, LLC 0.13% Add +18.1% 3,259 $334K
Lindbrook Capital, LLC 0.03% Add +0.3% 3,246 $333K
Prairie Wealth Advisors, Inc. 0.16% Reduce -3.9% 3,226 $331K
Alhambra Investment Management LLC 0.17% Add +0.6% 3,211 $329K
BLB&B Advisors, LLC 0.02% Add +4.8% 3,205 $329K
Barnes Pettey Financial Advisors, LLC 0.26% No change 3,188 $327K
Guardian Wealth Management, Inc. 0.23% Reduce -5.0% 3,168 $325K
Wealth Group, Ltd. 0.22% Reduce -0.8% 3,165 $325K
Accel Wealth Management 0.12% Add +1.2% 3,162 $324K
Pinion Investment Advisors, LLC 0.14% Add +0.0% 3,159 $324K
Cladis Investment Advisory, LLC 0.22% No change 3,158 $324K
Lathrop Investment Management Co. 0.06% No change 3,160 $324K
Lowe Brockenbrough & Co. Inc. 0.02% No change 3,154 $324K
Delta Asset Management LLC 0.03% No change 3,149 $323K
Lwmg, LLC 0.06% Add +0.1% 3,142 $322K
Lantz Financial LLC 0.09% Reduce -12.8% 3,134 $322K
Burt Wealth Advisors 0.08% Reduce -5.4% 3,134 $322K
Single Point Partners, LLC 0.51% No change 3,126 $321K
Johnson Financial Group, Inc. 0.01% Reduce -16.3% 3,122 $320K
Smartleaf Asset Management LLC 0.04% Add +72.9% 3,135 $319K
Centaurus Financial, Inc. 0.02% Add +16.7% 3,110 $319K
Ausdal Financial Partners, Inc. 0.03% Add +5.6% 3,097 $318K
Columbia Bank 0.12% Add +5.0% 3,089 $317K
Gilman Hill Asset Management, LLC 0.05% Reduce -4.2% 3,085 $317K
Morningstar Investment Services LLC 0.00% Add +7.5% 3,104 $316K
apricus wealth, LLC 0.21% Add +0.8% 3,062 $314K
Insigneo Advisory Services, LLC 0.03% Reduce -14.9% 3,058 $314K
Balboa Wealth Partners 0.08% New 3,051 $313K
Orrstown Financial Services Inc. 0.09% New 3,027 $311K
Novare Capital Management LLC 0.03% Add +0.5% 3,025 $310K
Kowal Investment Group, LLC 0.06% Add +14.6% 3,010 $309K
United Asset Strategies, Inc. 0.03% Reduce -10.8% 3,002 $308K
Bantamac Capital, LLC 0.15% Reduce -3.2% 3,000 $308K
LMG Wealth Partners, LLC 0.07% No change 3,000 $308K
Country Trust Bank 0.01% No change 3,000 $308K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% No change 2,993 $307K
Ingalls & Snyder LLC 0.01% Add +23.4% 2,989 $307K
Townsend Asset Management Corp. /NC/ 0.11% No change 2,980 $306K
Tritonpoint Wealth, LLC 0.03% Add +1.3% 3,000 $305K
Channel Wealth LLC 0.10% Reduce -11.5% 2,977 $305K
Gerber, LLC 0.22% No change 2,972 $305K
Moloney Securities Asset Management, LLC 0.04% Reduce -1.6% 2,972 $305K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +2.8% 2,971 $305K
Sandbox Financial Partners, LLC 0.11% No change 2,970 $305K
Kennebec Savings Bank 0.30% — 2,962 $304K
Good Life Advisors, LLC 0.02% Reduce -16.4% 2,952 $303K
Widmann Financial Services, Inc. 0.23% No change 2,952 $303K
Hilltop National Bank 0.09% No change 2,952 $303K
EverSource Wealth Advisors, LLC 0.02% Add +3.5% 2,951 $303K
Aaron Wealth Advisors LLC 0.04% Add +20.8% 2,944 $302K
XML Financial, LLC 0.03% Add +3.8% 2,921 $300K
Oxford Asset Management LLP 0.25% New 2,920 $300K
Daymark Wealth Partners, LLC 0.01% Add +3.1% 2,914 $299K
Constitution Capital LLC 0.16% Reduce -67.7% 2,910 $299K
Cedrus LLC 0.11% Reduce -43.5% 2,910 $299K
Alliance Wealth Advisors, LLC 0.08% Add +5.5% 2,910 $299K
McCarthy & Cox 0.11% Reduce -7.0% 2,903 $298K
Clifford Swan Investment Counsel LLC 0.01% Reduce -5.7% 2,900 $298K
Bremer Bank National Association 0.06% Reduce -2.3% 2,891 $297K
Jacobi Capital Management LLC 0.02% Add +16.8% 2,890 $296K
Diversify Advisory Services, LLC 0.02% Add +28.9% 2,955 $295K
German American Bancorp, Inc. 0.03% Add +12.6% 2,869 $294K
Paloma Partners Management Co 0.02% Reduce -36.0% 2,858 $293K
Chronos Wealth Management, LLC 0.15% Add +14.0% 2,850 $292K
Creative Financial Designs Inc. 0.02% Add +4.4% 2,838 $291K
GPS Wealth Strategies Group, LLC 0.04% Reduce -1.7% 2,831 $290K
Mechanics Bank Trust Department 0.04% No change 2,828 $290K
Two Sigma Securities, LLC 0.02% Reduce -63.3% 2,818 $289K
Stiles Financial Services Inc 0.10% Add +10.7% 2,805 $288K
Hartford Financial Management Inc. 0.06% No change 2,800 $287K
Bahl & Gaynor LLC 0.00% Add +2.4% 2,800 $287K
Guardian Wealth Advisors, LLC / NC 0.03% Reduce -9.0% 2,798 $287K
Becker Capital Management Inc. 0.01% Add +14.9% 2,796 $287K
Peoples Financial Services Corp. 0.13% No change 2,785 $286K
Occudo Quantitative Strategies LP 0.05% New 2,773 $285K
HTLF Bank 0.03% No change 2,770 $284K
Westwood Holdings Group Inc. 0.00% New 2,769 $284K
Kovack Advisors, Inc. 0.03% Reduce -14.1% 2,765 $284K
GMO 0.00% New 2,761 $283K
Pitcairn Co. 0.02% Reduce -27.6% 2,749 $282K
Beaton Management Co. Inc. 0.14% No change 2,746 $282K
Associated Banc-Corp 0.01% Reduce -3.8% 2,746 $282K
Grant/GrossMendelsohn, LLC 0.12% Add +0.8% 2,744 $282K
West Bancorporation Inc. 0.19% Add +3.4% 2,744 $282K
Court Place Advisors, LLC 0.08% No change 2,743 $281K
Symphony Financial, Ltd. Co. 0.05% Reduce -1.3% 2,759 $281K
CI Investments Inc. 0.00% Reduce -31.6% 2,734 $281K
Fullcircle Wealth LLC 0.13% Reduce -15.0% 2,823 $280K
FinTrust Capital Advisors, LLC 0.05% Add +10.7% 2,712 $278K
Register Financial Advisors LLC 0.14% Add +0.1% 2,711 $278K
Everett Harris & Co. 0.00% Reduce -26.9% 2,711 $278K
MJP Associates Inc. 0.05% New 2,700 $277K
Nicolet Advisory Services, LLC 0.03% Reduce -15.5% 2,733 $277K
JB Capital LLC 0.02% Reduce -16.7% 2,672 $274K
Trust Investment Advisors 0.17% New 2,655 $272K
Fortem Financial Group, LLC 0.11% Add +11.3% 2,651 $272K
Shakespeare Wealth Management, LLC 0.07% Add +0.1% 2,621 $269K
Bouchey Financial Group, Ltd. 0.02% No change 2,614 $268K
Maia Wealth LLC 0.07% Reduce -10.9% 2,681 $266K
Schulhoff & Co. Inc. 0.11% No change 2,595 $266K
Rosenberg Matthew Hamilton 0.07% No change 2,592 $266K
Harbor Investment Advisory, LLC 0.03% Reduce -5.3% 2,591 $266K
Gibbs Wealth Management 0.09% New 2,586 $265K
Leavell Investment Management, Inc. 0.01% Add +2.1% 2,585 $265K
FSA Advisors, Inc. 0.26% Add +2.1% 2,662 $262K
Red Door Wealth Management, LLC 0.04% New 2,551 $262K
TD Waterhouse Canada Inc. 0.00% Reduce -11.2% 2,561 $262K
Chesley Taft & Associates LLC 0.01% New 2,541 $261K
Tiemann Investment Advisors, LLC 0.11% No change 2,540 $261K
Thoroughbred Financial Services, LLC 0.02% Add +2.4% 2,543 $260K
Penserra Capital Management LLC 0.01% Add +5957.1% 2,544 $260K
Ifrah Financial Services, Inc. 0.07% Add +0.1% 2,520 $259K
Mather Group, Llc. 0.00% Reduce -67.5% 2,514 $258K
Quotient Wealth Partners, LLC 0.01% Add +9.5% 2,514 $258K
Journey Strategic Wealth LLC 0.01% New 2,513 $258K
Latitude Advisors, LLC 0.15% No change 2,512 $258K
Schmidt P J Investment Management Inc. 0.04% No change 2,512 $258K
Wrapmanager Inc. 0.07% Reduce -28.2% 2,509 $257K
Payden & Rygel 0.02% No change 2,500 $257K
Foster & Motley Inc. 0.02% Reduce -1.6% 2,499 $256K
Caldwell Sutter Capital, Inc. 0.12% Reduce -1.8% 2,491 $256K
L.M. Kohn & Company 0.06% Add +0.0% 2,473 $254K
NorthCoast Asset Management LLC 0.00% New 9,956 $253K
Mechanics Financial Corp 0.11% No change 2,450 $251K
Trust Co. of Vermont 0.01% Reduce -12.3% 2,432 $250K
RFG Advisory, LLC 0.01% Reduce -0.1% 2,425 $249K
Cutler Investment Counsel LLC 0.03% No change 2,417 $248K
Central Bank & Trust Co. 0.03% No change 2,400 $246K
WealthBridge Capital Management, LLC 0.07% New 2,399 $246K
Fiduciary Group, LLC 0.02% Add +0.4% 2,399 $246K
Wealth Quarterback LLC 0.13% Add +0.5% 2,390 $245K
WNY Asset Management, LLC 0.03% Reduce -8.5% 2,379 $244K
Eagle Ridge Investment Management 0.02% Add +0.5% 2,378 $244K
Gateway Wealth Partners, LLC 0.07% No change 2,370 $243K
ERn Financial, LLC 0.04% Add +0.7% 2,369 $243K
Leslie Global Wealth, LLC 0.12% New 2,366 $243K
Quent Capital, LLC 0.02% Add +3.0% 2,364 $242K
Bradley Foster & Sargent Inc. 0.00% Add +2.2% 2,358 $242K
Vinva Investment Management Ltd 0.01% Reduce -8.5% 2,375 $242K
Angeles Wealth Management, LLC 0.02% New 2,357 $242K
Tyche Wealth Partners LLC 0.05% Reduce -3.0% 2,352 $241K
Chicago Partners Investment Group LLC 0.01% Reduce -3.4% 2,392 $241K
Private Capital Advisors, Inc. 0.03% No change 2,335 $240K
North Star Asset Management Inc. 0.01% Reduce -1.2% 2,339 $240K
Insight Advisors, LLC/ PA 0.04% No change 2,329 $239K
SevenBridge Financial Group, LLC 0.05% No change 2,523 $238K
Glass Jacobson Investment Advisors llc 0.08% No change 2,322 $238K
Capasso Planning Partners LLC 0.07% Reduce -25.2% 2,320 $238K
Rockland Trust Co. 0.01% Reduce -0.3% 2,316 $238K
Safeguard Investment Advisory Group, LLC 0.07% Reduce -0.1% 2,314 $237K
IFG Advisors, LLC 0.05% No change 2,310 $237K
Cornerstone Capital, Inc. 0.02% No change 2,300 $236K
Headinvest, LLC 0.04% No change 2,288 $235K
Net Worth Advisory Group 0.07% — 2,286 $235K
Gen-Wealth Partners Inc 0.10% Reduce -9.3% 2,407 $234K
Forvis Mazars Wealth Advisors, LLC 0.01% New 2,277 $234K
Cascade Investment Group, Inc. 0.17% New 2,276 $234K
FDx Advisors, Inc. 0.06% Reduce -14.6% 2,266 $232K
Sunpointe, LLC 0.19% Reduce -13.8% 2,258 $232K
Avantax Planning Partners, Inc. 0.01% Reduce -41.1% 2,256 $231K
MCF Advisors LLC 0.02% Reduce -2.6% 2,248 $231K
Verity Asset Management, Inc. 0.09% New 2,247 $231K
Richardson Financial Services Inc. 0.15% No change 2,624 $230K
Dumont & Blake Investment Advisors LLC 0.06% New 2,240 $230K
Sonora Investment Management Group, LLC 0.02% New 2,239 $230K
Douglas Lane & Associates, LLC 0.00% Reduce -9.7% 2,236 $229K
Investment Advisory Services Inc. /TX 0.08% New 2,215 $227K
SC&H Financial Advisors, Inc. 0.05% New 2,208 $227K
Brophy Wealth Management, LLC 0.08% — 2,203 $226K
Magnus Financial Group LLC 0.02% New 2,195 $225K
Jackson, Grant Investment Advisers, Inc. 0.08% Add +0.3% 2,195 $225K
Planned Solutions, Inc. 0.09% Reduce -9.6% 2,186 $224K
Austin Asset Management Co Inc 0.05% New 2,182 $224K
Family Manage LLC 0.04% Reduce -13.6% 2,179 $224K
Moneco Advisors, LLC 0.03% Reduce -13.7% 2,170 $223K
Peoples Bank 0.11% Reduce -34.2% 2,164 $222K
Moody LYNN Lieberson & Walker, LLC 0.01% New 2,162 $222K
Lebenthal Global Advisors, LLC 0.04% New 2,162 $222K
Pinnacle Bancorp, Inc. 0.06% No change 2,161 $222K
Meridian Financial Advisors, LLC 0.15% New 2,159 $221K
Delta Financial Group, Inc. 0.08% New 2,151 $221K
Sfmg, LLC 0.02% New 2,150 $221K
Atlas Wealth LLC 0.14% New 2,140 $220K
Marco Investment Management LLC 0.02% New 2,136 $219K
Diversify Wealth Management, LLC 0.02% Reduce -3.6% 2,172 $219K
Cranbrook Wealth Management, LLC 0.05% Add +1.1% 2,133 $219K
Blue Fin Capital, Inc. 0.04% New 2,114 $217K
Econ Financial Services Corp 0.12% New 2,106 $216K
Koss-Olinger Consulting, LLC 0.02% New 2,109 $216K
Reaves W H & Co. Inc. 0.01% New 2,095 $215K
SpiderRock Advisors, LLC 0.00% New 2,091 $215K
L2 Asset Management, LLC 0.06% New 2,088 $214K
Powers Advisory Group, LLC 0.11% New 2,087 $214K
Cozad Asset Management Inc. 0.02% New 2,086 $214K
Boston Financial Mangement LLC 0.01% Reduce -17.7% 2,082 $214K
Austin Private Wealth, LLC 0.02% New 2,076 $213K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -4.0% 2,135 $212K
FWG Holdings, LLC 0.11% Add +0.1% 2,139 $212K
Krane Funds Advisors LLC 0.01% Reduce -63.3% 2,062 $212K
Fortitude Advisory Group L.L.C. 0.13% New 2,060 $211K
Dana Investment Advisors, Inc. 0.01% New 2,057 $211K
Swisher Financial Concepts, Inc. 0.13% New 2,065 $211K
Williams Jones Wealth Management, LLC. 0.00% New 2,052 $211K
First National Bank & Trust Co. of Newtown 0.04% New 2,052 $211K
Verus Financial Partners, Inc. 0.02% New 2,059 $211K
Bender Robert & Associates 0.04% — 2,050 $210K
Azimuth Capital Investment Management LLC 0.01% New 2,050 $210K
Lokken Investment Group LLC 0.09% New 2,045 $210K
Larson Financial Group LLC 0.01% Reduce -1.4% 2,038 $209K
Journey Advisory Group, LLC 0.03% No change 2,379 $209K
Gradient Investments LLC 0.00% Reduce -29.6% 2,033 $209K
Salomon & Ludwin, LLC 0.02% Reduce -19.8% 2,027 $208K
Independence Bank of Kentucky 0.04% Add +1.3% 2,025 $208K
Shepherd Financial Partners LLC 0.02% New 2,015 $207K
Citizens Financial Group Inc. 0.00% New 2,014 $207K
Mosaic Family Wealth Partners, LLC 0.03% New 2,010 $206K
Monument Capital Management 0.06% New 2,008 $206K
Oak Family Advisors, LLC 0.07% New 2,000 $205K
Aries Wealth Management 0.06% New 2,000 $205K
Calydon Capital 0.03% New 2,056 $205K
Commerzbank Aktiengesellschaft 0.01% New 1,994 $205K
Realta Investment Advisors 0.09% Reduce -51.2% 2,071 $205K
LCM Capital Management Inc 0.12% New 1,992 $204K
CVA Family Office, LLC 0.03% Add +1.8% 1,988 $204K
MTM Investment Management, LLC 0.08% New 2,031 $204K
WASHINGTON TRUST Co 0.01% Reduce -13.1% 1,983 $203K
Sapient Capital LLC 0.00% New 1,979 $203K
Baron Silver Stevens Financial Advisors, LLC 0.04% New 1,977 $203K
Fidelis Capital Partners, LLC 0.02% New 2,010 $203K
TCI Wealth Advisors, Inc. 0.02% New 1,969 $202K
Manchester Capital Management LLC 0.02% Reduce -3.5% 1,963 $201K
Aveo Capital Partners, LLC 0.02% Reduce -15.7% 1,962 $201K
Leisure Capital Management 0.09% New 1,958 $201K
STAR Financial Bank 0.14% Reduce -15.2% 1,953 $200K
Carson Advisory Inc. 0.13% New 1,950 $200K
Bogart Wealth, LLC 0.01% Add +4.3% 1,945 $200K
American National Bank & Trust 0.02% No change 1,941 $199K
Virtus Advisers, LLC 0.09% Reduce -15.2% 1,859 $191K
Capstone Investment Advisors, LLC 0.01% Reduce -88.2% 1,858 $191K
Ransom Advisory, Ltd 0.09% Reduce -21.3% 1,844 $189K
Concord Wealth Partners 0.03% Add +30.0% 1,843 $189K
Pacific Center for Financial Services 0.05% No change 1,825 $187K
TCTC Holdings, LLC 0.01% No change 1,761 $181K
McIlrath & Eck, LLC 0.02% Reduce -1.9% 1,760 $181K
Hills Bank & Trust Co 0.01% No change 1,748 $179K
Cromwell Holdings LLC 0.11% No change 1,731 $178K
Silver Oak Securities, Incorporated 0.02% Reduce -19.0% 1,688 $172K
Venturi Wealth Management, LLC 0.01% Add +31.9% 1,615 $166K
Avior Wealth Management, LLC 0.01% Reduce -0.9% 1,560 $160K
Householder Group Estate & Retirement Specialist, LLC 0.05% Add +37.9% 1,560 $160K
Northwest Investment Counselors, LLC 0.04% New 1,526 $157K
Quarry LP 0.05% New 1,515 $155K
ORG Partners LLC 0.03% Reduce -6.7% 1,508 $155K
M&R Capital Management Inc. 0.03% No change 1,490 $153K
Key Financial Inc 0.03% Add +0.9% 1,484 $152K
Hazlett, Burt & Watson, Inc. 0.07% Reduce -46.8% 1,465 $151K
Princeton Global Asset Management LLC 0.03% Add +18.9% 1,471 $151K
S.A. Mason LLC 0.08% No change 1,465 $150K
Fortitude Family Office, LLC 0.06% Add +3800.0% 1,443 $148K
CNB Bank 0.07% Reduce -17.7% 1,389 $143K
Wellington Shields Capital Management, LLC 0.02% New 1,380 $142K
Tsfg, LLC 0.03% Add +0.1% 1,373 $141K
Blume Capital Management, Inc. 0.03% No change 1,350 $139K
Cassady Schiller Wealth Management, LLC 0.05% No change 1,344 $138K
Arax Advisory Partners 0.01% Add +2.8% 1,343 $138K
Grove Bank & Trust 0.02% Add +7.8% 1,321 $136K
LFA - Lugano Financial Advisors SA 0.09% Add +16.3% 1,308 $134K
Westside Investment Management, Inc. 0.03% Reduce -2.2% 1,308 $134K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Reduce -4.6% 1,295 $133K
DT Investment Partners, LLC 0.01% No change 1,285 $132K
Truvestments Capital LLC 0.04% Reduce -71.4% 1,280 $131K
1620 Investment Advisors, Inc. 0.10% Reduce -34.3% 1,276 $131K
Tompkins Financial Corp. 0.01% Add +14.5% 1,272 $131K
Security National Bank 0.02% New 1,267 $130K
AllSquare Wealth Management LLC 0.07% No change 1,260 $129K
Heritage Wealth Advisors 0.01% Reduce -24.1% 1,257 $129K
Brown, Lisle/Cummings, Inc. 0.04% No change 1,247 $128K
Acima Private Wealth, LLC 0.04% No change 1,224 $126K
Mfa Wealth Advisors, LLC 0.03% Add +37.1% 1,208 $124K
Coastline Trust Co 0.01% New 1,200 $123K
Nemes Rush Group LLC 0.02% No change 1,403 $121K
Dakota Community Bank & Trust NA 0.59% Reduce -0.9% 1,145 $117K
Icon Wealth Advisors, LLC 0.01% Reduce -2.2% 1,133 $116K
Chelsea Counsel Co. 0.06% Add +46.0% 1,110 $114K
Perkins Coie Trust Co 0.02% No change 1,040 $107K
Trifecta Capital Advisors, LLC 0.02% No change 1,010 $104K
Financial Avengers, Inc. 0.05% Reduce -1.2% 1,009 $104K
PSI Advisors, LLC 0.03% Add +0.5% 1,006 $103K
Alta Advisers Ltd 0.05% New 1,000 $103K
SRH Advisors, LLC 0.03% No change 1,000 $103K
GHP Investment Advisors, Inc. 0.00% No change 1,000 $103K
Sugarloaf Wealth Management, LLC 0.02% Add +0.5% 992 $102K
Resources Management Corp. /CT/ 0.01% No change 978 $100K
LGT Financial Advisors LLC 0.24% Add +0.6% 964 $99K
Deseret Mutual Benefit Administrators 0.05% No change 908 $93K
Stephens Consulting, LLC 0.02% Reduce -3.7% 891 $91K
Blue Bell Private Wealth Management, LLC 0.02% No change 874 $90K
WFA Asset Management Corp 0.05% Add +0.8% 869 $89K
Optiver Holding B.V. 0.00% New 860 $88K
Duncker Streett & Co. Inc. 0.02% No change 851 $87K
Beacon Capital Management, LLC 0.01% Add +4.4% 848 $87K
Financial Freedom, LLC 0.05% Add +0.2% 840 $86K
Loomis Sayles & Co. L P 0.00% Add +8.8% 842 $86K
Tortoise Investment Management, LLC 0.01% Add +0.8% 831 $85K
SOA Wealth Advisors, LLC. 0.02% Add +0.3% 812 $83K
Capital Advisors, Ltd. LLC 0.01% No change 804 $82K
Sittner & Nelson, LLC 0.04% No change 794 $81K
First Command Advisory Services, Inc. 0.00% No change 781 $80K
First United Bank & Trust 0.03% Add +17.1% 766 $79K
Cape Investment Advisory, Inc. 0.03% Add +0.1% 752 $77K
Cyrus J. Lawrence, LLC 0.02% No change 756 $77K
Operose Advisors LLC 0.02% No change 742 $76K
Riverview Trust Co 0.07% Add +1.9% 734 $75K
Arrow Financial Corp 0.01% No change 733 $75K
Smithfield Trust Co 0.00% Add +52.9% 737 $75K
Avalon Trust Co 0.01% No change 722 $74K
Valley National Advisers Inc. 0.01% Reduce -22.3% 726 $74K
Ostrum Asset Management 0.01% Add +1.3% 716 $73K
Wellington Shields & Co., LLC 0.02% New 700 $72K
Plante Moran Financial Advisors, LLC 0.01% Add +19.7% 645 $66K
Clearstead Trust, LLC 0.02% Reduce -21.4% 644 $66K
Global Financial Private Client, LLC 0.03% Add +57.5% 630 $65K
Laurel Wealth Advisors LLC 0.01% Add +424.6% 619 $64K
Flaharty Asset Management, LLC 0.01% New 606 $62K
Voisard Asset Management Group, Inc. 0.03% Reduce -0.3% 605 $62K
Olistico Wealth, LLC 0.04% No change 600 $62K
Mascoma Wealth Management LLC 0.02% No change 600 $62K
New Millennium Group LLC 0.04% No change 590 $61K
Evermay Wealth Management LLC 0.01% Reduce -37.5% 584 $60K
Crewe Advisors LLC 0.01% Add +0.9% 584 $60K
IFS Advisors, LLC 0.05% No change 571 $59K
Catalyst Capital Advisors LLC 0.00% Add +7.2% 552 $57K
CKW Financial Group 0.01% No change 550 $56K
Webster Bank, N. A. 0.01% Reduce -16.1% 545 $56K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 528 $54K
Oakworth Capital, Inc. 0.00% Add +1.0% 526 $54K
Bangor Savings Bank 0.01% No change 524 $54K
Winthrop Capital Management, LLC 0.03% No change 520 $53K
Lowe Wealth Advisors, LLC 0.02% No change 511 $52K
Naples Money Management LLC 0.04% No change 508 $52K
Pin Oak Investment Advisors Inc. 0.05% No change 508 $52K
Atlas Capital Advisors Inc. 0.01% No change 506 $52K
Barrett & Company, Inc. 0.02% Add +0.2% 504 $52K
TFC Financial Management, Inc. 0.01% No change 501 $51K
Piscataqua Savings Bank 0.04% No change 500 $51K
Northwest Financial Advisors 0.04% New 500 $51K
United Community Bank 0.02% No change 500 $51K
Ridgewood Investments LLC 0.03% Reduce -13.5% 499 $51K
Atticus Wealth Management, LLC 0.02% Reduce -25.1% 499 $51K
Future Financial Wealth Managment LLC 0.04% New 491 $50K
Byrne Asset Management LLC 0.04% No change 490 $50K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 490 $50K
Friedenthal Financial 0.03% New 488 $50K
JNBA Financial Advisors 0.00% No change 479 $49K
Adirondack Trust Co. 0.02% Reduce -24.3% 473 $49K
Reston Wealth Management LLC 0.02% New 467 $48K
Aspire Private Capital, LLC 0.01% Reduce -7.0% 465 $48K
Boyd Watterson Asset Management LLC 0.01% No change 460 $47K
Frazier Financial Advisors, LLC 0.04% Reduce -25.0% 447 $46K
Rational Advisors, Inc. 0.00% Reduce -12.8% 445 $46K
Silvant Capital Management LLC 0.00% No change 439 $45K
First Personal Financial Services 0.01% Add +1.2% 431 $44K
Briaud Financial Planning Inc 0.02% No change 438 $44K
Birchbrook, Inc. 0.02% Add +20.1% 406 $42K
New Age Alpha Advisors, LLC 0.03% New 404 $41K
Foster Dykema Cabot & Partners, LLC 0.00% No change 403 $41K
MV Capital Management, Inc. 0.00% Add +17.2% 402 $41K
Pingora Partners LLC 0.03% No change 385 $40K
Coppell Advisory Solutions LLC 0.01% Add +2.7% 380 $39K
LRI Investments, LLC 0.00% No change 404 $38K
Horizon Bancorp Inc. 0.02% Reduce -54.0% 365 $37K
West Oak Capital, LLC 0.02% No change 360 $37K
FSC Wealth Advisors, LLC 0.03% Add +0.6% 352 $36K
Financial Perspectives, Inc 0.01% No change 349 $36K
Versant Capital Management, Inc 0.01% Add +17.8% 344 $35K
Rise Advisors, LLC 0.02% Add +0.9% 339 $35K
Morton Brown Family Wealth, LLC 0.01% No change 334 $34K
Safe Harbor Fiduciary, LLC 0.03% — 320 $33K
West Paces Advisors Inc. 0.01% No change 320 $33K
IMA Advisory Services, Inc. 0.01% New 318 $33K
Union Savings Bank 0.02% Add +1.6% 310 $32K
REAP Financial Group, LLC 0.01% Add +0.7% 303 $31K
Canton Hathaway, LLC 0.01% No change 300 $31K
GW&K Investment Management, LLC 0.00% Add +6.3% 285 $29K
Burkett Financial Services, LLC 0.01% Add +0.7% 274 $28K
TD Capital Management LLC 0.00% Add +0.7% 274 $28K
Covestor Ltd 0.02% Reduce -0.7% 273 $28K
Hemington Wealth Management 0.01% New 289 $28K
Integrated Investment Consultants, LLC 0.01% New 12,522 $28K
First Community Trust NA 0.02% No change 266 $27K
Ascentis Independent Advisors 0.00% New 250 $26K
HHM Wealth Advisors, LLC 0.00% Reduce -12.0% 249 $26K
Legacy Investment Solutions, LLC 0.02% — 273 $25K
Legacy Wealth Managment, LLC 0.02% — 273 $25K
Financial Network Wealth Advisors LLC 0.02% Add +2.1% 247 $25K
Carmichael Hill & Associates, Inc. 0.01% No change 245 $25K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -7.5% 247 $25K
Main Street Group, LTD 0.01% Reduce -4.1% 232 $24K
TruNorth Capital Management, LLC 0.01% Add +43.3% 225 $23K
Abound Wealth Management 0.01% Add +266.1% 216 $22K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +1385.7% 208 $21K
Chesapeake Asset Management LLC 0.02% Add +2.5% 205 $21K
Roble, Belko & Company, Inc 0.00% No change 200 $21K
Wolff Wiese Magana LLC 0.01% No change 201 $21K
Trust Co 0.00% No change 200 $21K
First Financial Corp. 0.01% Reduce -48.4% 196 $20K
Montag A & Associates Inc. 0.00% Reduce -5.3% 195 $20K
Bruce G. Allen Investments, LLC 0.02% No change 194 $20K
Hobbs Group Advisors, LLC 0.01% No change 190 $19K
Earned Wealth Advisors, LLC 0.01% New 190 $19K
Glen Eagle Advisors, LLC 0.00% No change 190 $19K
Fairscale Capital, LLC 0.02% No change 183 $19K
Christopher J. Hasenberg, Inc 0.01% No change 191 $19K
Bell Investment Advisors, Inc 0.00% Reduce -3.2% 182 $19K
Washington Trust Advisors, Inc. 0.00% No change 180 $18K
McClarren Financial Advisors, Inc. 0.00% Add +104.6% 178 $18K
Advantage Trust Co 0.01% No change 175 $18K
Baldwin Wealth Partners LLC 0.00% Add +35.7% 175 $18K
Founders Capital Management 0.01% No change 173 $18K
Prestige Wealth Management Group LLC 0.00% No change 169 $17K
Vermillion & White Wealth Management Group, LLC 0.01% No change 150 $15K
Hara Capital LLC 0.01% New 150 $15K
Beaird Harris Wealth Management, LLC 0.00% No change 150 $15K
Richard W. Paul & Associates, LLC 0.01% Reduce -18.7% 148 $15K
Y.D. More Investments Ltd 0.00% Reduce -87.6% 152 $15K
Cornerstone Planning Group LLC 0.00% Add +2.0% 153 $15K
Financial Management Professionals, Inc. 0.00% Add +12.2% 129 $13K
Front Row Advisors LLC 0.00% Reduce -84.2% 125 $13K
Compass Wealth Management LLC 0.00% No change 125 $13K
Fortis Group Advisors, LLC 0.00% No change 125 $13K
WFA of San Diego, LLC 0.01% No change 120 $12K
Raelipskie Partnership 0.01% New 115 $12K
West Branch Capital LLC 0.00% No change 113 $12K
Annapolis Financial Services, LLC 0.00% No change 112 $11K
Morse Asset Management, Inc 0.00% New 111 $11K
Proffitt & Goodson Inc. 0.00% No change 109 $11K
Dunhill Financial, LLC 0.01% Add +110.0% 105 $11K
Valued Wealth Advisors LLC 0.01% Add +5000.0% 102 $10K
Highline Wealth Partners LLC 0.00% Add +8.6% 101 $10K
WealthCollab, LLC 0.01% No change 101 $10K
Mizuho Securities Co. Ltd. 0.03% New 100 $10K
SWAN Capital LLC 0.01% No change 100 $10K
Hussman Strategic Advisors, Inc. 0.00% No change 100 $10K
Estabrook Capital Management 0.00% No change 100 $10K
NewSquare Capital LLC 0.00% No change 93 $10K
Semmax Financial Advisors Inc. 0.00% No change 100 $9K
Peterson Financial Group, Inc. 0.03% New 88 $9K
New England Capital Financial Advisors LLC 0.00% No change 86 $9K
Oliver Lagore Vanvalin Investment Group 0.00% Add +1.2% 86 $9K
General Partner, Inc. 0.01% No change 85 $9K
FSA Wealth Management LLC 0.00% — 84 $9K
Eagle Bay Advisors LLC 0.00% No change 84 $9K
Sound Income Strategies, LLC 0.00% Reduce -44.5% 81 $8K
Sachetta, LLC 0.00% No change 78 $8K
NBT Bank, N.A. 0.00% New 75 $8K
Aspect Partners, LLC 0.00% No change 74 $8K
Kiely Wealth Advisory Group, Inc. 0.00% No change 77 $7K
EnRich Financial Partners LLC 0.00% No change 69 $7K
Thompson Investment Management, Inc. 0.00% No change 68 $7K
Carolinas Wealth Consulting LLC 0.00% Add +19.2% 62 $6K
CGC Financial Services, LLC 0.00% No change 61 $6K
BOK Financial Private Wealth, Inc. 0.00% Reduce -89.2% 61 $6K
Avion Wealth 0.00% Add +8.8% 62 $6K
Clear Point Advisors Inc. 0.00% No change 53 $5K
Ulland Investment Advisors, LLC 0.00% No change 50 $5K
Private Wealth Management Group, LLC 0.00% No change 48 $5K
Alpine Bank Wealth Management 0.00% — 48 $5K
Logan Capital Management Inc. 0.00% No change 45 $5K
Stone House Investment Management, LLC 0.00% New 44 $5K
Anfield Capital Management, LLC 0.00% No change 42 $4K
Cherry Tree Wealth Management, LLC 0.00% No change 38 $4K
Chilton Capital Management LLC 0.00% Reduce -81.0% 36 $4K
Mb, Levis & Associates, LLC 0.00% No change 34 $3K
Darwin Wealth Management, LLC 0.00% New 29 $3K
Pineridge Advisors LLC 0.00% Reduce -81.3% 25 $3K
WR Wealth Planners, LLC 0.00% No change 25 $3K
Hollencrest Capital Management 0.00% No change 24 $2K
Northwest Capital Management Inc 0.00% No change 23 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +10.0% 22 $2K
SJS Investment Consulting Inc. 0.00% Reduce -84.1% 21 $2K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 15 $2K
ClariVest Asset Management LLC 0.00% No change 21 $2K
Core Alternative Capital 0.00% No change 17 $2K
Nvwm, LLC 0.00% No change 16 $2K
Tradewinds Capital Management, LLC 0.00% No change 15 $2K
True Wealth Design, LLC 0.00% Reduce -70.2% 14 $1K
Caitlin John, LLC 0.00% New 14 $1K
MeadowBrook Investment Advisors LLC 0.00% No change 12 $1K
Raffa Wealth Management, LLC 0.00% No change 12 $1K
Picton Mahoney Asset Management 0.00% New 11 $1K
Strengthening Families & Communities, LLC 0.00% No change 7 $718
WestEnd Advisors, LLC 0.00% No change 7 $718
Creekmur Asset Management LLC 0.00% No change 6 $616
Rakuten Securities, Inc. 0.00% Reduce -97.3% 5 $513
Planning Capital Management Corp 0.00% Reduce -95.5% 2 $206
Mendota Financial Group, LLC 0.00% New 1 $103
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 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.