American Electric PowerAEP

13F holders, Q1 2025 (March 31)
1,670holders +146
223new positions
72sold out
11famous investors
$109.28avg. 13F price*

At the end of Q1 2025, 1,670 institutions reported holding American Electric Power (AEP) in their 13F filings, up 146 from Q4 2024. 223 opened new positions and 72 sold out. The largest holders were Vanguard Group Inc. ($5.7B), BlackRock, Inc. ($4.8B) and State Street Corp. ($3.0B). 11 famous investors held it, including George Soros (2.4% of Soros Fund Management's portfolio), Carl Icahn (1.8% of Icahn Capital's portfolio) and Ken Griffin (0.4% 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions223$836.4M
Exits72$144.4M

All 13F filers, Q4 2024 → Q1 2025: 49,668,483 shares bought and 19,904,029 shares sold, net +29,764,454 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,670 holders

Vanguard Group Inc. 0.10% Add +1.1% 52,269,781 $5.7B
BlackRock, Inc. 0.10% Reduce -2.5% 44,150,707 $4.8B
State Street Corp. 0.13% Add +1.6% 27,862,754 $3.0B
Wellington Management Group LLP 0.47% Add +24.3% 22,102,537 $2.4B
GQG Partners LLC 3.42% Add +30.4% 19,631,466 $2.1B
Morgan Stanley 0.11% Add +9.0% 13,855,168 $1.5B
Geode Capital Management, LLC 0.11% Add +2.0% 13,067,192 $1.4B
Dodge & Cox 0.67% Reduce -6.6% 10,811,550 $1.2B
Invesco Ltd. 0.15% Reduce -14.3% 7,369,770 $805.3M
Royal Bank of Canada 0.17% Reduce -0.7% 6,998,507 $764.7M
Lazard Asset Management LLC 1.19% Add +0.8% 6,470,857 $707.1M
Northern Trust Corp. 0.09% Add +8.0% 5,237,782 $572.3M
Nuveen, LLC 0.17% — 5,198,516 $568.0M
Bank of America Corp. 0.05% Reduce -1.4% 5,048,931 $551.7M
FMR LLC 0.04% Add +89.9% 5,033,299 $550.0M
Alliancebernstein L.P. 0.20% Add +10.6% 4,997,446 $546.1M
Massachusetts Financial Services Co. 0.18% Reduce -1.2% 4,841,564 $529.0M
Allspring Global Investments Holdings, LLC 0.91% Add +4.0% 4,827,986 $523.2M
Ameriprise Financial Inc. 0.14% Reduce -1.2% 4,740,291 $518.0M
Legal & General Group Plc 0.14% Add +8.9% 4,640,174 $507.0M
Wells Fargo & Company 0.11% Add +0.4% 4,344,893 $474.8M
Goldman Sachs Group Inc. 0.09% Add +19.2% 4,193,299 $458.2M
Bank of New York Mellon Corp 0.08% Reduce -1.6% 3,782,474 $413.3M
Federated Hermes, Inc. 0.87% Reduce -0.4% 3,692,490 $403.5M
Citadel Advisors 0.39% Add +7678.8% 3,583,521 $391.6M
UBS Group AG 0.09% Add +2.4% 3,532,346 $386.0M
Raymond James Financial Inc. 0.14% Add +39.0% 3,330,280 $363.9M
Charles Schwab Investment Management Inc. 0.07% Add +1.3% 3,326,373 $363.5M
Zimmer Partners, LP 7.20% Add +240.3% 3,250,000 $355.1M
Envestnet Asset Management Inc. 0.11% Add +1.7% 3,230,011 $352.9M
Barclays PLC 0.16% Add +73.1% 3,123,201 $341.3M
Amundi 0.12% Add +7.6% 2,929,401 $319.6M
JPMorgan Chase & Co. 0.02% Reduce -1.1% 2,609,911 $285.2M
Mitsubishi UFJ Trust & Banking Corp 0.73% Reduce -23.8% 2,564,233 $280.2M
California Public Employees Retirement System 0.18% Reduce -1.2% 2,378,997 $260.0M
Marshall Wace, LLP 0.31% Add +2772.1% 2,130,724 $232.8M
Macquarie Group Ltd. 0.29% Add +120.3% 2,112,595 $230.8M
First Trust Advisors LP 0.20% Add +24.0% 2,039,268 $222.8M
Bank of Montreal 0.12% Reduce -5.1% 2,022,226 $221.0M
HighTower Advisors, LLC 0.28% Add +53.8% 1,906,835 $208.4M
Bessemer Group Inc. 0.35% Add +4567.4% 1,764,677 $192.8M
National Bank of Canada 0.22% Add +49.3% 1,743,528 $190.5M
Dimensional Fund Advisors LP 0.05% Add +2.7% 1,660,036 $181.4M
National Pension Service 0.16% Add +7.4% 1,542,382 $168.5M
Swiss National Bank 0.12% Reduce -0.1% 1,502,000 $164.1M
Capital Research Global Investors 0.03% Add +0.4% 1,452,562 $158.7M
Soroban Capital Partners LP 2.24% Add +16.2% 1,449,271 $158.4M
Franklin Resources Inc. 0.05% Reduce -58.6% 1,438,002 $157.1M
Ghisallo Capital Management LLC 13.79% New 1,405,000 $153.5M
Sumitomo Mitsui Trust Group, Inc. 0.10% Add +1.8% 1,345,982 $147.1M
ANTIPODES PARTNERS Ltd 4.43% Reduce -6.7% 1,293,244 $141.3M
Canada Pension Plan Investment Board 0.13% Add +73.4% 1,260,951 $137.8M
Crawford Investment Counsel Inc. 2.38% Add +13.6% 1,223,501 $133.7M
Russell Investments Group, Ltd. 0.18% Reduce -7.1% 1,213,167 $132.6M
Icahn Capital 1.76% No change 1,205,300 $131.7M
Energy Income Partners, LLC 2.50% Add +2.6% 1,194,494 $130.5M
Jennison Associates LLC 0.09% Add +26.2% 1,193,007 $130.4M
Mawer Investment Management Ltd. 0.61% Reduce -3.5% 1,165,112 $127.3M
LPL Financial LLC 0.05% Add +17.8% 1,163,228 $127.1M
Johnson Investment Counsel Inc. 1.20% Add +2.2% 1,134,038 $123.9M
HSBC Holdings PLC 0.08% Reduce -9.5% 1,128,121 $123.0M
Burkehill Global Management, LP 8.97% New 1,100,000 $120.2M
BNP Paribas Financial Markets 0.09% Reduce -14.6% 1,090,882 $119.2M
Deutsche Bank AG 0.05% Add +8.9% 1,087,690 $118.9M
Huntington National Bank 1.12% Add +6.5% 1,053,847 $115.2M
AQR Capital Management 0.12% Add +110.0% 1,044,774 $113.8M
Two Sigma Investments, LP 0.25% Add +1668.5% 1,022,481 $111.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.66% Add +1.7% 1,017,095 $111.1M
Chevy Chase Trust Holdings, LLC 0.35% Add +9.1% 999,383 $109.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.10% Add +13.3% 996,146 $108.8M
Balyasny Asset Management L.P. 0.27% Add +2212.8% 985,879 $107.7M
Stifel Financial Corp. 0.11% Add +3.7% 971,764 $106.2M
Victory Capital Management Inc. 0.11% Add +44.3% 968,772 $105.9M
Boston Partners 0.12% Reduce -26.3% 920,700 $100.6M
Rhumbline Advisers 0.09% Add +5.3% 919,227 $100.4M
Yaupon Capital Management LP 7.22% New 900,000 $98.3M
Citigroup Inc. 0.07% Add +36.2% 883,013 $96.5M
Soros Fund Management 2.42% New 878,960 $96.0M
Maple-Brown Abbott Ltd 6.52% Add +29.3% 874,707 $95.6M
Worldquant Millennium Advisors LLC 0.57% Add +12.1% 826,186 $90.3M
Epoch Investment Partners, Inc. 0.46% Reduce -4.6% 809,814 $88.5M
Empower Advisory Group, LLC 0.28% Add +3.5% 798,194 $87.2M
Healthcare of Ontario Pension Plan Trust Fund 0.19% Add +12.1% 783,684 $85.6M
ProShare Advisors LLC 0.19% Add +13.8% 779,067 $85.1M
T. Rowe Price Associates Inc. 0.01% Add +1.4% 774,560 $84.6M
Zacks Investment Management 0.78% Add +2.5% 767,526 $83.9M
Duff & Phelps Investment Management Co. 0.98% Add +3.7% 762,162 $83.3M
Manufacturers Life Insurance Company, The 0.08% Reduce -2.6% 758,796 $82.9M
Two Sigma Advisers, LP 0.18% Add +3106.1% 737,400 $80.6M
Prudential Financial Inc. 0.11% Reduce -21.9% 717,080 $78.4M
T. Rowe Price Investment Management, Inc. 0.05% New 707,092 $77.3M
M&T Bank Corp 0.26% Reduce -4.7% 661,727 $72.3M
Baird Financial Group, Inc. 0.14% Add +0.2% 651,653 $71.2M
California State Teachers Retirement System 0.09% Reduce -0.1% 631,789 $69.0M
Gabelli Funds LLC 0.53% Reduce -3.7% 628,350 $68.7M
First Financial Bankshares Inc 1.46% Add +1.1% 621,355 $67.9M
Principal Financial Group Inc. 0.04% Reduce -0.5% 612,888 $67.0M
Alpha Cubed Investments, LLC 2.87% Add +7.6% 587,411 $64.2M
Nexus Investment Management ULC 7.05% Add +0.4% 396,492 $62.3M
New York State Common Retirement Fund 0.09% Reduce -3.4% 553,612 $60.5M
Allianz Asset Management GmbH 0.09% Add +28.8% 552,629 $60.4M
PNC Financial Services Group, Inc. 0.03% Reduce -1.4% 547,609 $59.8M
Neuberger Berman Group LLC 0.05% Reduce -0.1% 509,954 $55.7M
Ferguson Wellman Capital Management, Inc. 1.07% Add +3.5% 504,665 $55.1M
Verition Fund Management LLC 0.32% Add +1109.2% 500,550 $54.7M
STRS Ohio 0.23% Reduce -2.5% 497,407 $54.4M
Commerce Bank 0.35% Add +4.0% 496,890 $54.3M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.59% New 496,233 $54.2M
State Board of Administration of Florida Retirement System 0.11% No change 487,077 $53.2M
Vaughan David Investments LLC 1.22% Add +0.3% 477,952 $52.2M
New York State Teachers Retirement System 0.12% Reduce -2.1% 472,293 $51.6M
Sei Investments Co. 0.07% Reduce -15.8% 471,793 $51.6M
Bollard Group LLC 1.35% Add +0.8% 471,398 $51.5M
Mariner, LLC 0.08% Add +176.2% 458,246 $50.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.10% Add +9.5% 442,723 $48.4M
Natixis Advisors, LLC 0.09% Add +9.4% 442,500 $48.4M
ZWJ Investment Counsel Inc. 1.92% Reduce -0.7% 432,651 $47.3M
Ensign Peak Advisors, Inc 0.09% Add +47.4% 432,111 $47.2M
Mackenzie Financial Corp. 0.06% Add +48.0% 412,577 $45.1M
Cibc World Market Inc. 0.10% Add +4.8% 406,083 $44.4M
Gateway Investment Advisers LLC 0.49% Reduce -1.2% 389,217 $42.5M
Eastern Bank 0.79% Add +71.4% 371,092 $40.5M
Old Republic International Corp. 1.57% Add +0.8% 369,300 $40.4M
Commonwealth Equity Services, LLC 0.06% Add +4.8% 360,192 $39.4M
Wealth Enhancement Advisory Services, LLC 0.07% Add +26.1% 355,516 $38.8M
ING Groep NV 0.26% Add +83.0% 348,428 $38.1M
Aberdeen Group plc 0.07% Reduce -7.8% 346,275 $37.6M
Cibc World Markets Corp. 0.29% Reduce -8.5% 339,286 $37.1M
Cambiar Investors LLC 1.55% Reduce -6.8% 333,826 $36.5M
Korea Investment CORP 0.09% Reduce -0.1% 331,755 $36.3M
Guggenheim Capital LLC 0.34% Reduce -16.6% 330,505 $36.1M
Truist Financial Corp. 0.05% Reduce -3.3% 305,250 $33.4M
GW Henssler & Associates Ltd. 1.90% Add +2.0% 303,689 $33.2M
Treasurer of the State of North Carolina 0.13% Add +4.2% 300,409 $32.8M
State of Wisconsin Investment Board 0.08% Add +2.2% 299,183 $32.7M
Creative Planning 0.03% Add +4.0% 298,041 $32.6M
Assenagon Asset Management S.A. 0.06% Reduce -22.9% 297,222 $32.5M
Stack Financial Management, Inc 2.69% Reduce -1.1% 295,992 $32.3M
TD Asset Management Inc 0.03% Reduce -6.3% 294,580 $32.2M
Magellan Asset Management Ltd 0.39% Reduce -4.4% 291,014 $31.8M
CIBC Asset Management Inc 0.10% Add +37.5% 287,550 $31.4M
Capital Fund Management S.A. 0.39% Add +95.9% 280,835 $30.7M
Reaves W H & Co. Inc. 0.77% New 275,730 $30.1M
Los Angeles Capital Management LLC 0.13% Add +1631.2% 273,999 $29.9M
CANADA LIFE ASSURANCE Co 0.05% Add +2.4% 271,291 $29.7M
Osaic Holdings, Inc. 0.07% Add +1.1% 271,406 $29.7M
Millennium Management 0.03% Reduce -60.0% 268,467 $29.3M
American Century Companies Inc. 0.02% Add +4.1% 265,990 $29.1M
Regions Financial Corp. 0.21% Add +3.1% 262,605 $28.7M
Scotia Capital Inc. 0.15% Add +25.4% 253,835 $27.7M
Mizuho Markets Americas LLC 0.59% No change 250,000 $27.3M
FUKOKU MUTUAL LIFE INSURANCE Co 1.95% No change 241,226 $26.4M
Cullen/Frost Bankers, Inc. 0.37% Add +0.7% 239,738 $26.2M
Rockefeller Capital Management L.P. 0.06% Add +122.7% 239,141 $26.1M
Ceredex Value Advisors LLC 0.57% New 237,850 $26.0M
Matrix Asset Advisors Inc. 2.77% Reduce -0.0% 229,597 $25.1M
US Bancorp \de 0.03% Reduce -0.6% 226,942 $24.8M
Heathbridge Capital Management Ltd. 10.00% Reduce -2.3% 225,400 $24.6M
Janney Montgomery Scott LLC 0.07% Add +10.3% 225,176 $24.6M
Public Employees Retirement System of Ohio 0.09% Reduce -7.8% 222,771 $24.3M
State of Tennessee, Department of Treasury 0.09% Add +1.1% 220,361 $24.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -88.9% 218,359 $23.9M
Fifth Third Bancorp 0.09% Add +7.5% 218,045 $23.8M
Systematic Alpha Investments, LLC 0.91% No change 217,000 $23.7M
Asset Management One Co., Ltd. 0.08% Add +7.3% 214,972 $23.5M
Daiwa Securities Group Inc. 0.10% Add +28.4% 212,029 $23.2M
Toronto Dominion Bank 0.06% Reduce -32.6% 211,147 $23.1M
Northwest & Ethical Investments L.P. 0.62% Add +15.7% 210,653 $23.0M
Cetera Investment Advisers 0.04% Add +10.7% 208,894 $22.8M
Nomura Asset Management Co. Ltd. 0.07% Add +10.0% 206,806 $22.6M
Pictet Asset Management Holding SA 0.02% Add +2.9% 200,625 $21.9M
Freestone Grove Partners LP 0.22% New 193,271 $21.1M
Teacher Retirement System of Texas 0.09% Reduce -16.8% 190,553 $20.8M
Godsey & Gibb, Inc. 2.04% Reduce -1.0% 189,932 $20.8M
AE Wealth Management LLC 0.17% Add +18.1% 187,047 $20.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Reduce -11.7% 185,658 $20.3M
Martingale Asset Management L P 0.52% Reduce -3.8% 185,210 $20.2M
Swiss Life Asset Management Ltd 0.15% Add +6.0% 184,375 $20.1M
State of New Jersey Common Pension Fund D 0.09% Reduce -6.1% 182,261 $19.9M
Willis Investment Counsel 1.31% Add +15.0% 178,900 $19.5M
Resona Asset Management Co.,Ltd. 0.11% Add +8.5% 179,059 $19.5M
Hudson Bay Capital Management LP 0.14% Reduce -11.6% 176,800 $19.3M
Mercer Global Advisors Inc. 0.04% Add +16.6% 175,296 $19.2M
Mirae Asset Global Investments Co., Ltd. 0.08% Add +17.2% 178,194 $19.1M
QRG Capital Management, Inc. 0.20% Add +19.8% 174,101 $19.0M
GF Fund Management Co. LTD. 0.44% Reduce -2.3% 169,798 $18.6M
Comerica Bank 0.08% Add +0.7% 169,448 $18.5M
Van Eck Associates Corp. 0.02% Add +5.7% 168,861 $18.5M
Rafferty Asset Management, LLC 0.08% Reduce -14.9% 168,793 $18.4M
Qube Research & Technologies Ltd 0.03% Reduce -28.6% 163,714 $17.9M
Jump Financial, LLC 0.27% Add +1503.1% 162,655 $17.8M
Credit Agricole S A 0.07% Add +166.4% 161,090 $17.6M
Silvercrest Asset Management Group LLC 0.13% Add +26.3% 160,575 $17.5M
Forsta Ap-Fonden 0.13% Add +40.3% 160,200 $17.5M
Arizona State Retirement System 0.11% Add +2.6% 156,271 $17.1M
SG Americas Securities, LLC 0.06% Add +115.0% 152,632 $16.7M
Corebridge Financial, Inc. 0.10% Reduce -2.9% 152,514 $16.7M
MML Investors Services, LLC 0.06% Add +7.8% 151,259 $16.5M
Longaeva Partners L.P. 10.02% — 150,000 $16.4M
Seven Grand Managers, LLC 3.83% New 150,000 $16.4M
Monashee Investment Management LLC 1.98% New 150,000 $16.4M
Quantinno Capital Management LP 0.11% Add +32.5% 149,626 $16.3M
Allen Mooney & Barnes Investment Advisors LLC 2.63% Add +1.7% 148,250 $16.2M
Corient Private Wealth LP 0.03% Reduce -4.1% 146,851 $16.0M
Jane Street Group, LLC 0.03% New 145,799 $15.9M
Cohen & Steers, Inc. 0.03% Reduce -89.0% 145,391 $15.9M
State of Michigan Retirement System 0.09% Add +0.1% 144,658 $15.8M
Man Group plc 0.05% Add +191.4% 144,454 $15.8M
Public Sector Pension Investment Board 0.07% Add +3.2% 142,558 $15.6M
Employees Retirement System of Texas 0.17% Add +28.8% 141,935 $15.5M
Cambridge Investment Research Advisors, Inc. 0.05% Add +8.5% 140,864 $15.4M
Calamos Advisors LLC 0.11% Add +1.1% 140,708 $15.4M
MetLife Investment Management, LLC 0.08% Reduce -1.7% 138,482 $15.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +5.0% 135,343 $14.8M
Haverford Trust Co 0.14% Reduce -8.2% 131,741 $14.4M
F&V Capital Management, LLC 3.72% Reduce -1.1% 131,062 $14.3M
Nissay Asset Management Corp. /Japan 0.09% Add +10.1% 130,538 $14.3M
Capital Analysts, LLC 0.53% Add +4.0% 130,432 $14.3M
Bokf, NA 0.25% Add +19.6% 129,763 $14.2M
Edgemoor Investment Advisors, Inc. 1.28% Reduce -1.6% 126,857 $13.9M
Trexquant Investment LP 0.16% Add +257.9% 126,416 $13.8M
Brookstone Capital Management 0.20% Reduce -1.5% 126,279 $13.8M
DekaBank Deutsche Girozentrale 0.03% Reduce -2.7% 128,171 $13.6M
O'shaughnessy Asset Management, LLC 0.11% Add +30.4% 123,446 $13.5M
Natixis 0.08% Reduce -82.3% 123,784 $13.5M
Czech National Bank 0.12% Add +6.1% 122,464 $13.4M
Illinois Municipal Retirement Fund 0.19% Reduce -10.2% 121,220 $13.2M
Stephens Inc. 0.19% Add +14.4% 120,496 $13.2M
NEOS Investment Management LLC 0.25% Add +67.8% 119,117 $13.0M
Retirement Systems of Alabama 0.05% Reduce -0.6% 114,582 $12.5M
IFM Investors Pty Ltd 0.13% Reduce -22.7% 110,208 $12.0M
Viking Fund Management LLC 1.73% Reduce -8.7% 110,000 $12.0M
Voya Investment Management LLC 0.02% Reduce -1.5% 107,669 $11.8M
RWC Asset Management LLP 0.73% Reduce -20.3% 104,910 $11.5M
Amalgamated Bank 0.10% Add +1.2% 104,904 $11.5M
Cerity Partners LLC 0.02% Add +8.2% 103,477 $11.3M
Pinnacle Financial Partners Inc 0.22% Add +6.5% 102,121 $11.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.07% Reduce -0.0% 101,851 $11.1M
Skba Capital Management LLC 1.65% Reduce -0.3% 101,340 $11.1M
Jones Financial Companies LLLP 0.01% Add +37.2% 101,918 $10.9M
Wealthfront Advisers LLC 0.03% Add +117.6% 99,396 $10.9M
Advisory Research Inc. 1.89% Reduce -7.5% 98,209 $10.7M
U.S. Capital Wealth Advisors, LLC 0.32% Add +0.2% 96,209 $10.5M
Aquatic Capital Management LLC 0.26% New 94,390 $10.3M
Captrust Financial Advisors 0.03% Add +12.8% 93,916 $10.3M
Mn Services Vermogensbeheer B.V. 0.08% Add +1.9% 93,600 $10.2M
Sequoia Financial Advisors, LLC 0.08% Reduce -5.8% 92,747 $10.1M
Susquehanna International Group, LLP 0.02% Reduce -61.5% 91,791 $10.0M
Financial Counselors Inc. 0.15% Add +37.9% 90,429 $9.9M
Investment Management Corp of Ontario 0.20% Add +17.5% 90,126 $9.8M
Glenmede Trust Co. NA 0.05% Add +20.1% 90,094 $9.8M
&partners 0.10% Add +8.4% 91,911 $9.8M
First National Trust Co 0.39% Reduce -1.4% 88,281 $9.6M
Utah Retirement Systems 0.11% Add +1.1% 88,189 $9.6M
Atria Investments, Inc 0.12% Add +5.5% 86,893 $9.5M
D. E. Shaw & Co. 0.01% Add +189.2% 86,818 $9.5M
First American Bank 0.70% Add +2.7% 86,469 $9.4M
Whittier Trust Co. 0.13% Add +1.6% 85,319 $9.3M
Bank of Nova Scotia 0.02% Reduce -7.4% 83,832 $9.2M
Yousif Capital Management, LLC 0.10% Add +0.3% 82,441 $9.0M
Sagefield Capital LP 1.07% Add +61.6% 81,475 $8.9M
Janus Henderson Group PLC 0.00% Reduce -96.7% 82,407 $8.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.06% — 77,900 $8.5M
Police & Firemen's Retirement System of New Jersey 0.09% Add +1.1% 77,366 $8.5M
Jain Global LLC 0.17% New 76,720 $8.4M
Goelzer Investment Management, Inc. 0.48% Reduce -2.0% 76,631 $8.4M
LSV Asset Management 0.02% Reduce -1.3% 76,510 $8.4M
Argent Trust Co 0.34% Add +0.4% 76,472 $8.4M
Woodline Partners LP 0.05% Add +134.7% 75,048 $8.2M
TD Private Client Wealth LLC 0.22% Add +5.9% 74,537 $8.1M
Alberta Investment Management Corp 0.06% No change 73,748 $8.1M
Salem Investment Counselors Inc. 0.28% Reduce -6.9% 73,671 $8.1M
Xponance LLC 0.08% Add +2.2% 73,660 $8.0M
USS Investment Management Ltd 0.06% Reduce -43.6% 72,116 $7.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Add +1.7% 72,078 $7.9M
Eastover Investment Advisors LLC 3.78% Reduce -0.8% 71,660 $7.8M
New York Life Investment Management LLC 0.08% Reduce -0.3% 71,366 $7.8M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.1% 71,080 $7.8M
Wesbanco Bank Inc. 0.27% Reduce -1.8% 70,956 $7.8M
Slocum, Gordon & Co LLP 5.63% Reduce -1.2% 69,160 $7.6M
Tocqueville Asset Management L.P. 0.12% Add +0.7% 68,547 $7.5M
Meyer Handelman Co. 0.26% Reduce -0.8% 67,731 $7.4M
Louisiana State Employees Retirement System 0.15% Add +0.3% 67,700 $7.4M
Rakuten Investment Management, Inc. 0.03% — 68,196 $7.3M
Farmers & Merchants Investments Inc. 0.23% Reduce -2.3% 65,465 $7.2M
Pacer Advisors, Inc. 0.02% Reduce -25.6% 65,253 $7.1M
University of Texas/Texas Am Investment Management Co. 1.22% Add +14.4% 65,028 $7.1M
Shelton Capital Management 0.17% Reduce -3.0% 64,812 $7.1M
Zions Bancorporation, National Association 0.44% — 64,268 $7.0M
CIBC Private Wealth Group LLC 0.01% Reduce -1.3% 69,128 $7.0M
Carret Asset Management, LLC 0.79% Reduce -0.1% 63,857 $7.0M
Venture Visionary Partners LLC 0.29% Add +5.0% 63,617 $7.0M
State of Alaska, Department of Revenue 0.08% Add +2.9% 62,475 $6.8M
Soltis Investment Advisors LLC 0.61% Reduce -0.2% 62,256 $6.8M
Schroder Investment Management Group 0.01% Reduce -22.5% 63,535 $6.8M
Mutual of America Capital Management LLC 0.08% Reduce -2.8% 61,996 $6.8M
Vanguard Personalized Indexing Management, LLC 0.10% Add +7.4% 61,303 $6.7M
Renaissance Technologies 0.01% Reduce -78.1% 61,000 $6.7M
Steward Partners Investment Advisory, LLC 0.06% Add +22.3% 60,701 $6.6M
Sand Hill Global Advisors, LLC 0.27% Add +2.1% 60,147 $6.6M
iA Global Asset Management Inc. 0.11% Reduce -16.1% 60,097 $6.6M
Hollow Brook Wealth Management LLC 1.94% Reduce -4.6% 60,074 $6.6M
American Assets Investment Management, LLC 0.57% No change 60,000 $6.6M
Telos Capital Management, Inc. 0.71% Reduce -2.3% 59,994 $6.6M
Hudson Edge Investment Partners Inc. 1.33% Reduce -1.8% 59,793 $6.5M
DAVENPORT & Co LLC 0.04% Add +3.2% 59,414 $6.5M
MassMutual Private Wealth & Trust, FSB 0.19% Add +7.0% 59,125 $6.5M
Northwestern Mutual Wealth Management Co. 0.01% Add +0.1% 58,573 $6.4M
Beaumont Financial Advisors, LLC 0.50% Add +0.3% 58,446 $6.4M
Avantax Advisory Services, Inc. 0.04% Add +1.2% 57,865 $6.3M
Nisa Investment Advisors, LLC 0.03% Reduce -77.3% 57,678 $6.3M
Pathstone Holdings, LLC 0.03% Add +8.2% 57,246 $6.3M
Oppenheimer & Co. Inc. 0.09% Add +29.1% 57,022 $6.2M
Dakota Wealth Management 0.14% Reduce -3.2% 56,546 $6.2M
Townsquare Capital LLC 0.07% Add +13.1% 56,451 $6.2M
Profund Advisors LLC 0.26% Reduce -19.1% 55,628 $6.1M
Private Advisor Group, LLC 0.04% Reduce -2.9% 55,240 $6.0M
Capital Investment Advisors, LLC 0.12% Reduce -0.8% 55,176 $6.0M
Ellsworth Advisors, LLC 1.55% Add +2.3% 53,994 $5.9M
Highland Capital Management, LLC 0.35% Reduce -0.9% 53,803 $5.9M
AlTi Global, Inc. 0.15% Reduce -34.0% 53,530 $5.8M
Vestcor Inc 0.20% Reduce -5.1% 53,077 $5.8M
Hohimer Wealth Management, LLC 1.09% Add +0.3% 50,759 $5.5M
Empowered Funds, LLC 0.08% Add +21.9% 50,164 $5.5M
Kestra Advisory Services, LLC 0.03% Reduce -6.0% 50,140 $5.5M
Orion Porfolio Solutions, LLC 0.05% Add +4.9% 49,285 $5.4M
Orion Portfolio Solutions, LLC 0.05% Add +4.9% 49,285 $5.4M
Bearing Point Capital, LLC 1.15% Reduce -12.6% 49,216 $5.4M
Keybank National Association 0.02% Reduce -4.8% 49,019 $5.4M
RBA Wealth Management, LLC 2.04% New 47,095 $5.1M
Peapack Gladstone Financial Corp. 0.08% Reduce -6.8% 47,069 $5.1M
TrueMark Investments, LLC 1.34% Add +9.8% 46,947 $5.1M
HB Wealth Management, LLC 0.04% Add +30.0% 46,658 $5.1M
Kestra Private Wealth Services, LLC 0.08% Add +4.2% 46,261 $5.1M
KBC Group NV 0.02% Add +6.1% 46,207 $5.0M
Guardian Partners Inc. 0.52% Reduce -0.5% 47,095 $5.0M
Motco 0.53% Reduce -14.4% 46,051 $5.0M
Oregon Public Employees Retirement Fund 0.10% Add +0.3% 45,803 $5.0M
Trajan Wealth LLC 0.27% Reduce -6.0% 45,683 $5.0M
Agf Management Ltd. 0.03% Add +61.9% 45,199 $4.9M
Focus Partners Wealth 0.01% Reduce -1.2% 45,175 $4.9M
Metis Global Partners, LLC 0.14% Add +13.1% 45,072 $4.9M
Romano Brothers and Company 0.63% Reduce -6.1% 44,367 $4.8M
Pittenger & Anderson Inc. 0.18% Add +2.4% 43,825 $4.8M
Advisors Management Group Inc. 1.03% Reduce -0.4% 43,312 $4.7M
Prime Capital Investment Advisors, LLC 0.05% Add +29.6% 43,036 $4.7M
MAI Capital Management 0.04% Add +4.8% 42,859 $4.7M
Dean Investment Associates, LLC 0.69% Reduce -9.7% 42,761 $4.7M
Mizuho Securities USA LLC 0.10% Reduce -15.4% 42,694 $4.7M
Nebula Research & Development LLC 0.43% New 42,472 $4.6M
UniSuper Management Pty Ltd 0.03% Reduce -63.5% 42,437 $4.6M
NorthCoast Asset Management LLC 0.02% Reduce -0.7% 42,182 $4.6M
Axxcess Wealth Management, LLC 0.13% Add +7.6% 42,141 $4.6M
Providence Capital Advisors, LLC 0.95% Add +1.2% 41,715 $4.6M
NewEdge Advisors, LLC 0.03% Add +44.8% 41,451 $4.5M
Intech Investment Management LLC 0.05% Add +22.0% 41,262 $4.5M
Teachers Retirement System of the State of Kentucky 0.04% Add +4.3% 41,126 $4.5M
Valley Wealth Managers, Inc. 0.34% Reduce -0.4% 40,849 $4.5M
Hendley & Co. Inc. 1.55% Add +3.4% 40,533 $4.4M
Oppenheimer Asset Management Inc. 0.05% Add +20.0% 40,479 $4.4M
AXA S.A. 0.01% Add +11.8% 40,427 $4.4M
MainStreet Investment Advisors LLC 0.64% Reduce -3.8% 40,387 $4.4M
Patrick Mauro Investment Advisor, INC. 2.38% Reduce -40.3% 39,869 $4.4M
D.A. Davidson & Co. 0.03% Add +4.3% 39,773 $4.3M
Capital City Trust Co. 1.17% Reduce -0.9% 39,161 $4.3M
Blair William & Co. 0.01% Reduce -1.5% 38,987 $4.3M
Alpha Omega Wealth Management LLC 0.81% Reduce -2.6% 38,807 $4.2M
Community Bank, N.A. 0.57% Add +0.8% 38,735 $4.2M
Robeco Institutional Asset Management B.V. 0.01% Add +32.2% 38,657 $4.2M
Lido Advisors, LLC 0.03% Add +105.2% 38,646 $4.2M
Independent Advisor Alliance 0.14% Add +8.1% 38,340 $4.2M
Mesirow Financial Investment Management, Inc. 0.08% Add +0.2% 38,037 $4.2M
Pinnacle Associates Ltd. 0.06% Add +10.4% 37,907 $4.1M
Norinchukin Bank, The 0.08% Add +45.2% 37,825 $4.1M
Federation des caisses Desjardins du Quebec 0.02% Add +25.9% 37,693 $4.1M
Brookfield Corp 0.01% Reduce -17.7% 37,490 $4.1M
Morton Community Bank 1.07% Add +0.8% 37,380 $4.1M
BI Asset Management Fondsmaeglerselskab A/S 0.05% Add +69.4% 37,180 $4.1M
Jeppson Wealth Management, LLC 1.46% Reduce -0.5% 36,419 $4.0M
Kentucky Retirement Systems 0.12% Reduce -0.5% 36,381 $4.0M
Prospera Financial Services Inc 0.09% Add +72.6% 36,348 $4.0M
Entropy Technologies, LP 0.38% New 36,110 $3.9M
Cary Street Partners Financial LLC 0.12% Add +2.5% 35,891 $3.9M
Assetmark, Inc. 0.01% Add +4.2% 35,771 $3.9M
Randolph Co Inc 0.46% Reduce -0.2% 35,680 $3.9M
North Star Investment Management Corp. 0.28% Reduce -2.4% 35,600 $3.9M
J.W. Cole Advisors, Inc. 0.12% Add +98.8% 35,556 $3.9M
Garland Capital Management Inc. 3.63% Reduce -5.1% 35,445 $3.9M
CoreCap Advisors, LLC 0.17% Add +19.1% 35,369 $3.9M
Principle Wealth Partners LLC 0.28% Add +1.0% 35,255 $3.9M
Harvest Fund Management Co., Ltd 0.19% Add +10.5% 35,048 $3.8M
Exencial Wealth Advisors, LLC 0.14% Add +1.5% 35,005 $3.8M
Hennion & Walsh Asset Management, Inc. 0.17% Add +27.0% 34,936 $3.8M
Tower Research Capital LLC (TRC) 0.11% Reduce -34.4% 34,782 $3.8M
Concurrent Investment Advisors, LLC 0.09% Add +55.2% 34,539 $3.8M
SpringVest Wealth Management LLC 3.12% Reduce -0.8% 34,474 $3.8M
Arkadios Wealth Advisors 0.14% Add +37.9% 34,221 $3.7M
Allen Capital Group, LLC 0.43% Add +11.0% 33,993 $3.7M
New England Asset Management Inc. 0.63% Add +20.5% 33,805 $3.7M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -14.9% 33,422 $3.7M
Tiaa Trust, National Association 0.01% Reduce -3.8% 33,267 $3.6M
Atria Wealth Solutions, Inc. 0.04% Reduce -13.7% 32,925 $3.6M
Park Avenue Securities LLC 0.04% Add +9.9% 32,867 $3.6M
Hartford Investment Management Co. 0.12% Reduce -1.0% 32,525 $3.6M
Sterling Capital Management LLC 0.05% Reduce -12.4% 32,014 $3.5M
Oxbow Advisors, LLC 0.38% Add +4.4% 31,967 $3.5M
Summit Financial, LLC 0.10% Add +7.2% 31,879 $3.5M
Fiduciary Trust Co 0.05% Reduce -22.6% 31,574 $3.5M
Eliot Finkel Investment Counsel, LLC 2.33% Reduce -0.9% 31,364 $3.4M
Snowden Capital Advisors LLC 0.11% Add +51.5% 31,240 $3.4M
James Investment Research, Inc. 0.43% Add +159.6% 31,182 $3.4M
Gulf International Bank (UK) Ltd 0.12% Reduce -26.0% 31,163 $3.4M
Whittier Trust Co. of Nevada Inc. 0.09% Reduce -0.4% 31,001 $3.4M
Joseph Group Capital Management 1.29% Reduce -4.3% 30,807 $3.4M
Ascent Group, LLC 0.14% Add +9.9% 30,655 $3.3M
Hantz Financial Services, Inc. 0.06% Reduce -0.9% 30,576 $3.3M
UMB Bank, n.a. 0.06% Reduce -22.4% 30,545 $3.3M
Integrated Wealth Concepts LLC 0.04% Add +5.9% 30,372 $3.3M
Enhancing Capital LLC 2.65% No change 30,300 $3.3M
Regal Investment Advisors LLC 0.27% Reduce -25.9% 30,247 $3.3M
Cypress Capital Group 0.43% Add +0.3% 30,245 $3.3M
Rockline Wealth Management, LLC 0.92% Add +4.5% 30,187 $3.3M
HBW Advisory Services LLC 0.45% Add +4.2% 28,695 $3.1M
Schonfeld Strategic Advisors LLC 0.02% Add +71.0% 28,436 $3.1M
Ieq Capital, LLC 0.02% Add +90.2% 28,336 $3.1M
Smith Salley Wealth Management 0.20% Add +5.4% 28,260 $3.1M
Securian Asset Management, Inc. 0.09% Reduce -1.3% 28,240 $3.1M
Simmons Bank 0.23% Reduce -60.5% 28,036 $3.1M
Nordea Investment Management AB 0.00% Reduce -95.8% 27,569 $3.0M
Tema ETFs LLC 0.89% Add +663.8% 27,375 $3.0M
Thrivent Financial for Lutherans 0.01% Add +0.1% 27,920 $3.0M
Seascape Capital Management 1.04% Reduce -6.0% 27,245 $3.0M
First Bank & Trust 0.57% Reduce -0.6% 27,002 $3.0M
Granite Group Advisors, LLC 2.03% Reduce -1.2% 26,716 $2.9M
Whalerock Point Partners, LLC 0.71% No change 26,691 $2.9M
Elo Mutual Pension Insurance Co 0.07% Reduce -33.2% 26,658 $2.9M
Strategic Advisors LLC 0.56% No change 26,518 $2.9M
1ST Source Bank 0.17% Reduce -1.6% 26,443 $2.9M
Royal London Asset Management Ltd. 0.01% New 26,430 $2.9M
Citizens National Bank Trust Department 0.61% Add +1.7% 26,227 $2.9M
First Horizon Advisors, Inc. 0.08% Reduce -85.6% 25,902 $2.8M
NorthCrest Asset Manangement, LLC 0.09% Add +11.5% 25,880 $2.8M
B. Riley Wealth Advisors, Inc. 0.09% Reduce -11.9% 25,729 $2.8M
AlphaQuest LLC 0.30% New 25,230 $2.8M
Nomura Holdings Inc. 0.01% Reduce -95.4% 25,143 $2.7M
Kentucky Farm Bureau Mutual Insurance Co 0.64% No change 25,000 $2.7M
New Mexico Educational Retirement Board 0.10% Reduce -2.0% 24,838 $2.7M
Maryland State Retirement & Pension System 0.06% Reduce -12.5% 24,655 $2.7M
PFG Investments, LLC 0.17% Reduce -2.7% 24,632 $2.7M
Strategic Blueprint, LLC 0.15% Add +0.4% 24,552 $2.7M
Tokio Marine Asset Management Co. Ltd. 0.10% Add +0.4% 24,377 $2.7M
Apollon Wealth Management, LLC 0.06% Add +7.5% 24,065 $2.6M
Savant Capital, LLC 0.02% Reduce -47.7% 23,910 $2.6M
Delta Global Management LP 0.19% New 23,803 $2.6M
Cwm, LLC 0.01% Reduce -14.9% 23,667 $2.6M
Ontario Teachers Pension Plan Board 0.04% Add +81.7% 23,505 $2.6M
XTX Topco Ltd 0.13% New 23,313 $2.5M
KMG Fiduciary Partners, LLC 0.21% Add +9.9% 23,305 $2.5M
Advanced Asset Management Advisors Inc 0.70% No change 23,225 $2.5M
Vectors Research Management, LLC 0.88% Add +2.4% 22,915 $2.5M
Transcend Capital Advisors, LLC 0.18% Add +4.2% 22,705 $2.5M
Ameritas Investment Partners, Inc. 0.08% Add +1.7% 22,502 $2.5M
Advisors Asset Management, Inc. 0.05% Reduce -2.5% 22,251 $2.4M
Kingsview Wealth Management, LLC 0.05% Add +0.8% 22,244 $2.4M
Stratos Wealth Partners, LTD. 0.04% Reduce -12.4% 22,202 $2.4M
Miller Howard Investments Inc. 0.08% Add +8.8% 22,184 $2.4M
AMG National Trust Bank 0.07% Add +1.5% 21,991 $2.4M
Brown Advisory Inc. 0.00% Add +5.7% 21,930 $2.4M
TFG Advisers LLC 0.87% Reduce -0.9% 21,893 $2.4M
Sound View Wealth Advisors Group, LLC 0.20% Add +1.8% 21,771 $2.4M
Spire Wealth Management 0.08% Add +473.2% 21,758 $2.4M
Crossmark Global Holdings, Inc. 0.04% Add +0.0% 21,657 $2.4M
Investment Partners, LTD. 0.97% Reduce -0.3% 21,327 $2.3M
Choreo, LLC 0.04% Reduce -5.5% 21,121 $2.3M
HighPoint Advisor Group LLC 0.13% Add +1.1% 21,156 $2.3M
Pathway Financial Advisers, LLC 0.79% Add +8.0% 20,969 $2.3M
Bleakley Financial Group, LLC 0.07% Add +13.1% 20,961 $2.3M
Wedbush Securities Inc. 0.08% Reduce -4.4% 20,947 $2.3M
Eagle Global Advisors LLC 0.09% Reduce -20.7% 20,930 $2.3M
Daiichi Life Insurance Co., Ltd. 0.07% No change 20,842 $2.3M
Clearbridge Investments, LLC 0.00% Reduce -2.8% 20,552 $2.2M
Andra AP-fonden 0.04% Reduce -91.2% 20,474 $2.2M
Measured Risk Portfolios, Inc. 2.36% Reduce -5.6% 20,138 $2.2M
Vident Advisory, LLC 0.03% Add +61.8% 20,080 $2.2M
Qsemble Capital Management, LP 0.23% New 19,977 $2.2M
CWA Asset Management Group, LLC 0.10% Add +34.7% 19,779 $2.2M
Berkshire Asset Management LLC 0.10% Reduce -17.6% 20,530 $2.2M
Intrust Bank NA 0.21% Add +2.8% 19,762 $2.2M
GAMMA Investing LLC 0.16% Add +24.5% 19,678 $2.2M
Flputnam Investment Management Co. 0.04% Reduce -3.0% 19,657 $2.1M
United Community Bank 0.80% Reduce -4.5% 19,636 $2.1M
GS Investments, Inc. 1.01% Add +0.9% 19,556 $2.1M
Synovus Financial Corp. 0.03% Add +37.1% 19,440 $2.1M
Jamison Private Wealth Management, Inc. 0.32% Reduce -0.1% 19,428 $2.1M
Simplex Trading, LLC 0.08% New 19,392 $2.1M
South Dakota Investment Council 0.04% No change 19,341 $2.1M
Beacon Pointe Advisors, LLC 0.02% Reduce -2.3% 19,323 $2.1M
Waverly Advisors, LLC 0.03% Add +66.2% 19,310 $2.1M
United Capital Financial Advisors, LLC 0.02% Add +2.5% 19,165 $2.1M
Trust Co. of Toledo NA 0.28% Add +1.9% 19,013 $2.1M
B. Metzler seel. Sohn & Co. AG 0.02% No change 18,982 $2.1M
Prudential PLC 0.01% Reduce -21.6% 18,979 $2.1M
Moloney Securities Asset Management, LLC 0.28% Add +533.6% 18,857 $2.1M
OMERS ADMINISTRATION Corp 0.02% Reduce -14.2% 18,845 $2.1M
1832 Asset Management L.P. 0.00% Reduce -24.5% 18,830 $2.1M
Meiji Yasuda Asset Management Co Ltd. 0.08% Add +1.1% 18,750 $2.0M
Fulton Bank, N.A. 0.08% Reduce -0.1% 18,663 $2.0M
Altus Wealth Group LLC 0.94% Reduce -0.3% 18,390 $2.0M
Commonwealth Financial Services, LLC 0.41% Add +0.1% 18,304 $2.0M
DC Investments Management, LLC 1.02% Add +125.0% 18,232 $2.0M
RD Lewis Holdings, Inc. 2.25% Add +2.3% 18,426 $2.0M
Stamos Capital Partners, L.P. 0.52% Reduce -26.3% 18,039 $2.0M
Empirical Finance, LLC 0.12% Add +2.1% 17,903 $2.0M
Meridian Investment Counsel Inc. 0.58% Add +0.8% 17,890 $2.0M
Rezny Wealth Management, Inc. 0.54% Add +4.1% 17,608 $1.9M
GTS Securities LLC 0.08% Add +445.7% 17,511 $1.9M
Norden Group LLC 0.22% Add +10.8% 17,401 $1.9M
Searle & Co. 0.54% Add +16.8% 17,378 $1.9M
Hodges Capital Management Inc. 0.19% Add +27.6% 17,228 $1.9M
Equitable Holdings, Inc. 0.02% Add +11.5% 17,223 $1.9M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.11% No change 17,000 $1.9M
Twin Capital Management Inc. 0.22% Add +126.7% 16,963 $1.9M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.3% 16,959 $1.9M
Jackson Hole Capital Partners, LLC 0.37% Add +33.5% 16,944 $1.9M
Prosperity Consulting Group, LLC 0.14% Reduce -2.9% 16,917 $1.8M
Focus Partners Advisor Solutions, LLC 0.03% Add +2.9% 16,866 $1.8M
Courier Capital LLC 0.12% Reduce -0.4% 16,792 $1.8M
Panagora Asset Management Inc. 0.01% Reduce -48.3% 16,416 $1.8M
Kornitzer Capital Management Inc. 0.04% Add +4.2% 16,363 $1.8M
Merit Financial Group, LLC 0.03% Add +17.8% 16,152 $1.8M
LVW Advisors, LLC 0.21% Add +7.8% 16,095 $1.8M
Bridgefront Capital, LLC 0.51% New 16,059 $1.8M
iSAM Funds (UK) Ltd 0.86% Add +53.8% 15,955 $1.7M
Verdence Capital Advisors LLC 0.13% Reduce -3.7% 15,859 $1.7M
Allworth Financial LP 0.01% Add +4.1% 16,221 $1.7M
Beese Fulmer Investment Management, Inc. 0.15% Reduce -0.8% 15,784 $1.7M
Waters Parkerson & Co., LLC 0.09% Add +7.7% 15,703 $1.7M
Plan Group Financial, LLC 0.61% Add +42.3% 15,692 $1.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.26% Add +3.2% 15,917 $1.7M
Kentucky Retirement Systems Insurance Trust Fund 0.12% Reduce -10.2% 15,496 $1.7M
Summit Global Investments 0.12% Reduce -60.6% 15,408 $1.7M
Wealthspire Advisors, LLC 0.01% Add +0.3% 15,411 $1.7M
LS Investment Advisors, LLC 0.26% Reduce -5.6% 15,410 $1.7M
Mainstay Capital Management LLC 0.23% Reduce -1.3% 15,384 $1.7M
Hartford Funds Management Co LLC 0.15% Reduce -0.8% 15,374 $1.7M
Gilliland Jeter Wealth Management LLC 0.59% No change 15,348 $1.7M
Equitable Trust Co. 0.09% Reduce -1.7% 15,244 $1.7M
Hixon Zuercher, LLC 0.58% Add +2.3% 15,174 $1.7M
Maxi Investments CY Ltd 0.33% New 15,139 $1.7M
Little House Capital LLC 0.45% Add +136.5% 15,117 $1.7M
Carnegie Investment Counsel 0.04% Add +84.6% 16,072 $1.6M
Apollon Financial, LLC 0.39% Reduce -1.7% 15,049 $1.6M
Cherokee Insurance Co 0.72% No change 15,000 $1.6M
Howard Capital Management, LLC 0.04% Reduce -1.1% 14,946 $1.6M
E Fund Management Co., Ltd. 0.08% Add +97.4% 14,936 $1.6M
Spreng Capital Management, Inc. 0.76% Reduce -2.1% 14,934 $1.6M
Raleigh Capital Management Inc. 0.74% Reduce -0.5% 14,909 $1.6M
SS&H Financial Advisors, Inc. 0.61% Reduce -0.3% 14,898 $1.6M
World Investment Advisors 0.04% Reduce -2.4% 14,885 $1.6M
Moors & Cabot, Inc. 0.08% Reduce -6.8% 14,885 $1.6M
NJ State Employees Deferred Compensation Plan 0.21% No change 14,760 $1.6M
Archer Investment Corp 0.42% No change 14,699 $1.6M
Allstate Corp. 0.05% Reduce -7.7% 14,695 $1.6M
Tounjian Advisory Partners, LLC 0.30% — 14,686 $1.6M
Benjamin Edwards Inc. 0.02% Reduce -77.1% 14,655 $1.6M
111 Capital 0.31% Add +289.6% 14,654 $1.6M
Ethos Financial Group, LLC 0.15% New 14,521 $1.6M
G&S Capital LLC 0.67% Reduce -9.3% 14,470 $1.6M
Squarepoint Ops LLC 0.00% Reduce -87.8% 14,318 $1.6M
Praxis Investment Management Inc. 0.11% Add +14.9% 14,300 $1.6M
CENTRAL TRUST Co 0.04% Reduce -1.1% 14,280 $1.6M
Mgo One Seven LLC 0.06% Add +6.0% 14,187 $1.6M
Glenview Trust Co 0.03% Add +12.7% 14,162 $1.5M
Probity Advisors, Inc. 0.30% Add +0.3% 14,077 $1.5M
Ballentine Partners, LLC 0.03% Add +12.3% 14,076 $1.5M
Price Capital Management, Inc. 3.87% New 14,040 $1.5M
First National Bank of Mount Dora, Trust Investment Services 0.37% Reduce -19.6% 13,887 $1.5M
Foundations Investment Advisors, LLC 0.03% Add +83.6% 13,846 $1.5M
First County Bank 0.82% Reduce -2.3% 13,570 $1.5M
Paradigm Asset Management Co. LLC 0.39% No change 13,500 $1.5M
Spirit of America Management Corp. 0.30% No change 13,450 $1.5M
IHT Wealth Management, LLC 0.05% Add +1.4% 13,332 $1.5M
Perigon Wealth Management, LLC 0.04% Add +0.7% 13,331 $1.5M
Buck Wealth Strategies, LLC 0.26% New 13,284 $1.5M
Qtron Investments LLC 0.22% Reduce -0.4% 13,208 $1.4M
Ninepoint Partners LP 0.25% No change 13,204 $1.4M
China Universal Asset Management Co., Ltd. 0.13% Add +52.0% 13,170 $1.4M
NTV Asset Management LLC 0.19% Reduce -6.2% 13,137 $1.4M
Tudor Financial Inc. 0.86% No change 13,135 $1.4M
Koshinski Asset Management, Inc. 0.12% Add +0.5% 13,048 $1.4M
Wallace Hart LLC 3.58% New 13,036 $1.4M
Meeder Advisory Services, Inc. 0.09% Add +6.7% 12,980 $1.4M
Valeo Financial Advisors, LLC 0.04% Reduce -3.8% 12,931 $1.4M
JGP Wealth Management, LLC 0.18% Reduce -10.5% 12,834 $1.4M
Brandywine Oak Private Wealth LLC 0.14% Reduce -6.4% 12,785 $1.4M
Aptus Capital Advisors, LLC 0.02% Add +14.1% 12,718 $1.4M
Westpac Banking Corp. 0.10% No change 12,700 $1.4M
Brown Brothers Harriman & Co. 0.01% Reduce -0.8% 12,696 $1.4M
Level Four Advisory Services, LLC 0.06% Add +9.4% 12,631 $1.4M
Trivium Point Advisory, LLC 0.17% Reduce -6.1% 12,577 $1.4M
OneDigital Investment Advisors LLC 0.02% Add +5.9% 12,547 $1.4M
United Bank 0.17% No change 12,509 $1.4M
Advisory Services Network, LLC 0.03% Add +3.2% 12,350 $1.3M
TKG Advisors, LLC 0.66% Reduce -2.0% 12,270 $1.3M
United Services Automobile Association 0.04% No change 12,506 $1.3M
Icon Advisers Inc. 0.32% No change 12,240 $1.3M
Danske Bank A/S 0.00% Add +4.5% 12,197 $1.3M
Claro Advisors Inc. 0.18% Add +2.2% 12,023 $1.3M
Geneos Wealth Management Inc. 0.04% Add +12.7% 11,964 $1.3M
Thompson Siegel & Walmsley LLC 0.02% New 11,912 $1.3M
Ancora Advisors LLC 0.03% Reduce -3.8% 11,877 $1.3M
Moody National Bank Trust Division 0.14% Add +3.4% 11,872 $1.3M
Albion Financial Group 0.09% Reduce -2.2% 11,867 $1.3M
Pinnbrook Capital Management LP 0.84% New 11,850 $1.3M
EP Wealth Advisors, LLC 0.01% Add +14.3% 11,830 $1.3M
First Dallas Securities Inc. 0.54% Add +1.7% 11,825 $1.3M
FineMark National Bank & Trust 0.05% Reduce -0.5% 11,813 $1.3M
Texas Yale Capital Corp. 0.05% Add +6.5% 11,793 $1.3M
Burke & Herbert Bank & Trust Co. 0.31% Reduce -0.4% 11,732 $1.3M
Larson Financial Group LLC 0.06% Add +5.9% 11,699 $1.3M
Everpar Advisors LLC 0.68% Add +0.7% 11,655 $1.3M
Sagespring Wealth Partners, LLC 0.03% Add +64.5% 11,615 $1.3M
Marino, Stram & Associates LLC 0.28% Add +3.3% 11,587 $1.3M
Bfsg, LLC 0.15% Reduce -0.5% 11,585 $1.3M
Oak Thistle LLC 0.25% New 11,573 $1.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +3.6% 11,563 $1.3M
New Age Alpha Advisors, LLC 0.06% Reduce -44.5% 11,456 $1.3M
Legacy Advisors, LLC 0.13% Add +59.8% 11,384 $1.2M
Huber Capital Management LLC 0.23% Reduce -15.6% 11,344 $1.2M
Ameritas Advisory Services, LLC 0.05% Reduce -3.1% 11,825 $1.2M
CreativeOne Wealth, LLC 0.04% Add +12.3% 11,152 $1.2M
My Legacy Advisors, LLC 0.47% Reduce -2.5% 11,108 $1.2M
Ethic Inc. 0.02% Add +53.0% 11,055 $1.2M
Golden State Wealth Management, LLC 0.18% Add +18.6% 10,951 $1.2M
Wealth Alliance, LLC 0.14% Add +0.5% 10,943 $1.2M
Tidal Investments LLC 0.01% Add +0.7% 10,902 $1.2M
Exchange Traded Concepts, LLC 0.02% Add +2.0% 10,856 $1.2M
Cornerstone Advisors, LLC 0.05% Reduce -67.5% 10,800 $1.2M
Fifth Third Wealth Advisors LLC 0.06% Add +83.2% 10,780 $1.2M
Freedom Investment Management, Inc. 0.10% Reduce -17.6% 10,768 $1.2M
Pitcairn Co. 0.07% Add +295.4% 10,755 $1.2M
Gryphon Financial Partners LLC 0.17% Add +2.3% 10,656 $1.2M
Occudo Quantitative Strategies LP 0.15% New 10,862 $1.2M
Gallagher Fiduciary Advisors, LLC 0.04% Add +1.7% 10,526 $1.2M
Cypress Capital Management LLC (WY) 1.37% Reduce -2.4% 10,470 $1.1M
Navalign, LLC 0.32% Add +3.1% 10,422 $1.1M
Retirement Guys Formula LLC 0.56% Add +18.1% 10,374 $1.1M
OneAscent Financial Services LLC 0.07% Add +103.6% 10,420 $1.1M
Hancock Whitney Corp. 0.04% Add +1.4% 10,319 $1.1M
Horizon Investments, LLC 0.03% Add +4.2% 10,381 $1.1M
Park National Corp. 0.04% Reduce -6.8% 10,253 $1.1M
SeaCrest Wealth Management, LLC 0.13% Add +0.1% 10,228 $1.1M
Greenleaf Trust 0.01% Add +4.2% 10,152 $1.1M
StoneX Group Inc. 0.06% Reduce -1.8% 10,150 $1.1M
Farther Finance Advisors, LLC 0.03% Add +55.8% 10,219 $1.1M
Signaturefd, LLC 0.02% Add +2.3% 10,078 $1.1M
Wealthcare Advisory Partners LLC 0.03% Reduce -5.0% 10,065 $1.1M
HBK Sorce Advisory LLC 0.03% Add +4.7% 10,061 $1.1M
Mirador Capital Partners LP 0.19% Add +3.1% 10,047 $1.1M
Private Trust Co. NA 0.11% Add +1.4% 10,029 $1.1M
Certified Advisory Corp 0.12% Reduce -0.5% 10,027 $1.1M
Founders Financial Alliance, LLC 0.27% Add +1.1% 10,017 $1.1M
Ar Asset Management Inc. 0.25% No change 10,000 $1.1M
Supplemental Annuity Collective Trust of NJ 0.34% No change 10,000 $1.1M
Beacon Financial Advisory LLC 0.33% Add +1.4% 9,945 $1.1M
Armstrong, Fleming & Moore, Inc 1.31% New 9,925 $1.1M
Siemens Fonds Invest GmbH 0.07% New 9,915 $1.1M
Jackson Square Capital, LLC 0.35% Reduce -4.4% 9,891 $1.1M
Clearstead Advisors, LLC 0.02% Add +8.9% 9,881 $1.1M
Mission Wealth Management, LP 0.03% Add +13.5% 9,802 $1.1M
Croban 0.98% Add +4.8% 9,775 $1.1M
Schnieders Capital Management LLC 0.23% Reduce -2.6% 9,766 $1.1M
ARS Investment Partners, LLC 0.10% No change 11,568 $1.1M
Forte Capital LLC 0.13% Reduce -9.1% 9,712 $1.1M
Brighton Jones LLC 0.03% Reduce -8.8% 9,672 $1.1M
CI Investments Inc. 0.00% Add +183.9% 9,668 $1.1M
Altfest L J & Co. Inc. 0.13% Add +12.4% 9,503 $1.0M
Columbia Asset Management 0.21% Add +0.0% 9,499 $1.0M
Caprock Group, LLC 0.03% Add +19.7% 9,481 $1.0M
W.H. Cornerstone Investments Inc. 0.72% Add +48.1% 9,476 $1.0M
Mufg Securities Americas Inc. 0.12% Add +20.0% 9,438 $1.0M
SVB Wealth LLC 0.04% Add +6.1% 9,419 $1.0M
Parallel Advisors, LLC 0.02% Add +19.6% 9,402 $1.0M
Aviance Capital Partners, LLC 0.14% Reduce -2.1% 9,385 $1.0M
Keystone Financial Group 0.10% Add +0.2% 9,283 $1.0M
Frank, Rimerman Advisors LLC 0.08% Add +12.0% 9,279 $1.0M
NovaPoint Capital, LLC 0.31% New 9,273 $1.0M
Union Bancaire Privee, UBP SA 0.02% New 10,220 $1.0M
Coldstream Capital Management Inc. 0.02% Add +8.6% 9,171 $1.0M
Mark Sheptoff Financial Planning, LLC 0.55% No change 9,125 $997K
Wolff Financial Management LLC 0.28% No change 9,124 $997K
GeoWealth Management, LLC 0.04% Add +165.7% 9,076 $992K
Ashton Thomas Securities, LLC 0.28% Add +84.9% 9,075 $992K
Sigma Planning Corp 0.03% Add +3.3% 9,049 $989K
Harbour Investments, Inc. 0.03% Reduce -9.0% 9,025 $986K
Marion Wealth Management 0.26% New 8,989 $982K
Mutual Advisors, LLC 0.03% Reduce -8.5% 9,192 $981K
Lanark Financial, Inc. 0.08% — 8,928 $975K
Evergreen Capital Management LLC 0.03% Add +3.6% 8,782 $960K
Oxford Financial Group, LTD. LLC 0.07% Reduce -9.1% 8,759 $957K
Accurate Wealth Management, LLC 0.18% Add +11.1% 9,147 $957K
Commerzbank Aktiengesellschaft 0.02% Add +4.5% 8,719 $953K
Aviva PLC 0.00% No change 8,662 $946K
Procyon Advisors, LLC 0.06% Add +12.2% 8,614 $941K
Flagship Harbor Advisors, LLC 0.05% Reduce -3.3% 8,595 $939K
Csenge Advisory Group 0.05% Add +5.0% 8,710 $938K
Diversify Advisory Services, LLC 0.06% Add +206.5% 8,558 $929K
Teza Capital Management LLC 0.42% New 8,485 $927K
Crestwood Advisors Group, LLC 0.02% Add +6.6% 8,445 $923K
Stableford Capital II LLC 0.39% Reduce -5.8% 8,565 $923K
Compound Planning, Inc. 0.04% Add +15.1% 8,434 $922K
Walter & Keenan Wealth Management LLC /in/ 0.28% Add +2.2% 8,415 $920K
Sumitomo Life Insurance Co. 0.03% Add +1.4% 8,392 $917K
Pekin Hardy Strauss, Inc. 0.11% No change 8,379 $916K
JFS Wealth Advisors, LLC 0.06% Add +0.6% 8,368 $914K
Thoma Capital Management LLC 0.64% Add +3.4% 8,335 $911K
Live Oak Investment Partners 0.72% New 8,324 $910K
Mather Group, Llc. 0.01% Add +220.9% 8,323 $909K
Impact Capital Partners LLC 0.33% Add +1.5% 8,317 $909K
American Trust Investment Advisors, LLC 0.38% Add +10.4% 8,305 $907K
Abc Arbitrage SA 0.17% Reduce -53.7% 8,302 $907K
Cresset Asset Management, LLC 0.00% Reduce -14.2% 8,183 $894K
Elevated Capital Advisors, LLC 0.25% Add +2.8% 8,179 $894K
Bailard, Inc. 0.02% Reduce -1.0% 8,175 $893K
Hilltop Holdings Inc. 0.06% Add +4.1% 8,160 $892K
Busey Bank 0.03% Reduce -7.0% 8,156 $891K
Peak Retirement Planning, Inc. 0.49% Add +194.7% 8,151 $891K
Tradewinds, LLC. 0.25% Reduce -0.5% 8,128 $888K
Walleye Capital LLC 0.01% Reduce -4.5% 8,069 $882K
HM Payson & Co. 0.02% Add +12.5% 8,052 $880K
GMO 0.00% Add +204.7% 8,052 $880K
Portside Wealth Group, LLC 0.14% Add +14.1% 8,046 $879K
Engineers Gate Manager LP 0.01% Add +68.9% 8,045 $879K
Next Capital Management LLC 0.42% Add +5.3% 8,028 $877K
Capital Insight Partners, LLC 0.15% Add +3.6% 8,024 $877K
STF Management LP 0.42% Reduce -0.1% 8,002 $874K
PDS Planning, Inc 0.07% Add +3.6% 7,998 $874K
Welch Group, LLC 0.04% Add +18.9% 8,167 $874K
Rogco, LP 0.35% Reduce -5.3% 7,924 $866K
Confluence Wealth Services, Inc. 0.05% Add +58.3% 8,077 $864K
Penserra Capital Management LLC 0.02% Add +460.1% 7,808 $852K
Parsons Capital Management Inc. 0.05% Reduce -1.3% 7,764 $848K
Agate Pass Investment Management, LLC 0.36% Add +64.9% 7,760 $848K
1834 Investment Advisors Co. 0.11% Add +1.1% 7,744 $846K
Wbi Investments, LLC 0.22% New 7,740 $846K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -25.9% 7,736 $845K
Capital Advisors Inc. 0.02% No change 7,731 $845K
Fourpath Capital Management, LLC 0.14% Reduce -0.1% 7,627 $833K
Smith, Moore & Co. 0.08% Reduce -3.8% 7,624 $833K
Heritage Trust Co 0.10% Reduce -1.1% 7,609 $831K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +0.8% 7,576 $827K
Waldron Private Wealth LLC 0.04% Reduce -30.8% 7,516 $821K
Prossimo Advisors, LLC 0.61% Reduce -1.1% 7,476 $817K
Empire Financial Management Company, LLC 0.25% No change 7,475 $817K
Banque Cantonale Vaudoise 0.04% — 7,413 $810K
Sierra Summit Advisors LLC 0.18% Reduce -0.1% 7,403 $809K
Rwa Wealth Partners, LLC 0.01% Reduce -9.9% 7,397 $808K
Jefferies Financial Group Inc. 0.01% Reduce -96.2% 7,389 $807K
Armstrong Advisory Group, Inc. 0.06% No change 8,738 $806K
Stonegate Investment Group, LLC 0.02% Add +14.9% 7,371 $805K
Everstar Asset Management, LLC 0.53% Add +48.1% 7,367 $805K
Sciencast Management LP 0.18% Reduce -49.5% 7,311 $799K
Checchi Capital Advisers, LLC 0.06% Add +7.1% 7,234 $790K
Premier Path Wealth Partners, LLC 0.12% Add +8.7% 7,231 $790K
Seelaus Asset Management LLC 0.76% No change 7,175 $784K
Harrell Investment Partners, LLC 0.23% New 7,174 $784K
Citizens Financial Group Inc. 0.02% Add +3.0% 7,156 $782K
Rehmann Capital Advisory Group 0.05% Add +9.4% 7,139 $780K
Chicago Capital, LLC 0.02% No change 7,055 $771K
Harold Davidson & Associates Inc. 0.42% Reduce -2.0% 7,012 $766K
Grove Bank & Trust 0.10% Reduce -2.0% 6,952 $760K
Sowell Financial Services LLC 0.03% New 6,935 $758K
Peddock Capital Advisors, LLC 0.19% No change 6,904 $754K
Advisor OS, LLC 0.09% Add +5.3% 6,895 $753K
ICICI Prudential Asset Management Co Ltd 0.10% Reduce -1.4% 6,839 $747K
SouthState Bank Corp 0.03% Add +3.4% 6,835 $747K
King Luther Capital Management Corp. 0.00% Reduce -0.6% 6,830 $746K
Western Wealth Management, LLC 0.05% Reduce -51.9% 6,816 $745K
A. D. Beadell Investment Counsel, Inc. 0.62% No change 6,810 $744K
Graves Light Lenhart Wealth, Inc. 0.09% Reduce -0.3% 6,771 $740K
KCM Investment Advisors LLC 0.03% Add +0.2% 6,763 $739K
Private Capital Management, LLC 0.08% No change 6,750 $738K
Diversified Trust Co. 0.02% Add +10.6% 6,747 $737K
Essex Financial Services, Inc. 0.05% Add +6.8% 6,737 $736K
Trueblood Wealth Management, LLC 0.34% Reduce -1.5% 6,730 $735K
Quadrant Capital Group LLC 0.03% Add +1.8% 6,715 $734K
Ti-Trust, Inc. 0.49% No change 6,713 $734K
Powell Investment Advisors, LLC 0.36% No change 6,709 $733K
Alpha Family Trust 0.42% No change 6,650 $727K
Argyle Capital Management, LLC 0.27% Add +28.6% 6,600 $721K
Mendel Money Management 0.34% Add +1.4% 6,588 $720K
Secure Asset Management, LLC 0.15% Reduce -72.5% 6,587 $720K
TCV Trust & Wealth Management, Inc. 0.07% Add +0.4% 6,569 $718K
Kuhn & Co Investment Counsel 0.60% No change 6,568 $718K
Bard Financial Services, Inc. 0.09% No change 6,530 $714K
Garrison Point Advisors, LLC 0.34% Reduce -3.0% 6,510 $711K
Bank & Trust Co 0.57% Reduce -0.9% 6,434 $703K
Cornerstone Advisory, LLC 0.08% Reduce -1.2% 6,541 $703K
Wedmont Private Capital 0.04% Add +8.1% 6,665 $697K
Midwest Professional Planners, LTD. 0.22% Add +3.4% 6,334 $692K
Investment House LLC 0.04% Add +22.1% 6,307 $689K
Prudent Man Advisors, LLC 0.25% Add +2.4% 6,293 $688K
Gibson Wealth Advisors LLC 0.55% No change 6,248 $683K
Integrity Alliance, Llc. 0.03% New 6,244 $682K
Neville Rodie & Shaw Inc. 0.05% No change 6,240 $682K
MKT Advisors LLC 0.32% Reduce -1.4% 6,711 $682K
Parcion Private Wealth LLC 0.06% No change 6,236 $681K
Great Valley Advisor Group, Inc. 0.01% Reduce -0.4% 6,227 $681K
Howe & Rusling Inc. 0.06% Add +29.3% 6,179 $675K
Donaldson Capital Management, LLC 0.03% Add +10.9% 6,108 $667K
Versor Investments LP 0.11% Reduce -69.2% 6,105 $667K
IFP Advisors, Inc 0.02% Reduce -5.4% 6,067 $667K
Pettyjohn, Wood & White, Inc. 0.13% Reduce -16.4% 6,101 $667K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +15.4% 6,090 $665K
San Luis Wealth Advisors LLC 0.15% New 6,042 $660K
Cannell & Spears LLC 0.01% Add +54.1% 6,024 $658K
Arete Wealth Advisors, LLC 0.05% Add +3.0% 6,023 $658K
Centennial Wealth Advisory LLC 0.24% Add +25.1% 6,014 $657K
Voloridge Investment Management, LLC 0.00% New 6,002 $656K
CX Institutional 0.02% Add +68.2% 5,988 $654K
Brooklyn Investment Group 0.14% Add +71.1% 5,970 $652K
Sovereign Financial Group, Inc. 0.15% Add +36.4% 5,961 $651K
Blue Chip Partners, LLC 0.06% Reduce -4.1% 5,944 $649K
Advisory Alpha, LLC 0.02% Add +3.3% 5,907 $646K
CW Advisors, LLC 0.01% Reduce -18.9% 5,942 $639K
Family Legacy, Inc. 0.22% Reduce -0.8% 5,839 $638K
Modera Wealth Management, LLC 0.01% Reduce -8.9% 5,829 $637K
HMV Wealth Advisors, LLC 0.50% Reduce -37.6% 5,820 $636K
Wilmington Savings Fund Society, FSB 0.01% Reduce -5.9% 5,801 $634K
Northcape Wealth Management, LLC 0.20% No change 5,798 $634K
McGlone Suttner Wealth Management, Inc. 0.10% Add +22.4% 5,794 $633K
Fisher Asset Management 0.00% Add +26.5% 5,778 $631K
Bridgewater Advisors Inc. 0.05% New 5,812 $631K
Bank Ozk 0.26% Add +2.1% 5,756 $629K
SageView Advisory Group, LLC 0.03% Reduce -7.6% 5,749 $628K
Stanley-Laman Group, Ltd. 0.10% Reduce -0.9% 5,728 $626K
Smart Money Group LLC 0.21% Reduce -1.8% 5,717 $625K
Liberty Capital Management, Inc. 0.14% No change 5,700 $623K
Blue Trust, Inc. 0.01% Add +7.6% 5,691 $622K
Bank of Stockton 0.20% Add +16.3% 5,691 $622K
Simon Quick Advisors, LLC 0.04% Add +31.9% 5,673 $620K
Strategic Planning, Inc. 0.35% — 5,659 $618K
City State Bank 0.20% Add +4.6% 5,655 $618K
Altshuler Shaham Ltd 0.01% Add +196.2% 5,639 $616K
YANKCOM Partnership 0.34% Add +39.9% 5,636 $616K
Shulman DeMeo Asset Management LLC 0.17% Add +0.4% 5,629 $615K
Jaffetilchin Investment Partners, LLC 0.04% Add +8.7% 5,622 $614K
Franklin Street Advisors Inc. 0.04% Reduce -1.1% 5,620 $614K
W.G. Shaheen & Associates DBA Whitney & Co 0.07% No change 5,600 $612K
Stratos Wealth Advisors, LLC 0.03% Reduce -12.0% 5,580 $610K
Gladstone Institutional Advisory LLC 0.03% Add +2.3% 5,580 $610K
Atwood & Palmer Inc. 0.04% No change 5,500 $601K
Cohen Klingenstein LLC 0.02% No change 5,500 $601K
Savvy Advisors, Inc. 0.06% Add +7.5% 5,480 $599K
Cyndeo Wealth Partners, LLC 0.04% Reduce -58.3% 5,453 $596K
Cadence Bank 0.04% Reduce -12.6% 5,448 $595K
Eagle Strategies LLC 0.10% Add +11.0% 5,421 $592K
Dynamic Advisor Solutions LLC 0.02% Reduce -3.6% 5,407 $591K
CFS Investment Advisory Services, LLC 0.05% Add +1.6% 5,389 $589K
Cigna Investments Inc. 0.11% Reduce -0.9% 5,362 $586K
Constitution Capital LLC 0.32% Add +67.0% 5,360 $586K
Schechter Investment Advisors, LLC 0.05% Reduce -1.5% 5,344 $584K
Rothschild Investment LLC 0.04% Add +0.5% 5,332 $583K
Cassaday & Co Wealth Management LLC 0.02% New 5,288 $578K
Aberdeen Wealth Management LLC 0.40% No change 5,283 $577K
Aigen Investment Management, LP 0.09% New 5,277 $577K
Taylor Financial Group, Inc. 0.40% Reduce -4.3% 5,276 $577K
OmniStar Financial Group, Inc. 0.45% Reduce -35.6% 5,238 $575K
Gotham Asset Management 0.00% Add +125.0% 5,253 $574K
NorthRock Partners, LLC 0.02% Add +14.1% 5,244 $573K
Atlantic Union Bankshares Corp 0.03% Reduce -5.2% 5,242 $573K
BKM Wealth Management, LLC 0.24% Reduce -0.1% 5,240 $573K
Nixon Peabody Trust Co. 0.05% Add +1.4% 5,220 $570K
Nations Financial Group Inc, /Ia/ 0.04% Reduce -18.4% 5,201 $568K
RIA Advisory Group LLC 0.18% Add +28.2% 5,200 $568K
Platform Technology Partners 0.17% Add +3.1% 5,188 $567K
Florida Trust Wealth Management Co 0.02% Reduce -6.3% 5,173 $565K
LexAurum Advisors, LLC 0.11% Reduce -1.3% 5,166 $564K
Summit Financial Strategies, Inc. 0.06% Reduce -2.2% 5,154 $563K
Good Steward Wealth Advisors,LLC 0.51% — 5,147 $562K
Finward Bancorp 0.49% No change 5,145 $562K
Graypoint LLC 0.04% Add +0.5% 5,130 $561K
Fire Capital Management LLC 0.41% Add +1.9% 5,125 $560K
Northwest Bancshares, Inc. 0.10% Add +8.6% 5,077 $555K
Avity Investment Management Inc. 0.04% Add +12.2% 5,074 $554K
First Citizens Bank & Trust Co. 0.01% Add +1.8% 5,072 $554K
Global Assets Advisory, LLC 0.10% New 5,368 $554K
Fulton Breakefield Broenniman LLC 0.04% Add +6.3% 5,067 $554K
Lanham O'Dell & Company, Inc. 0.32% Add +0.7% 5,055 $552K
Indiana Trust & Investment Management Co 0.20% Add +9.8% 5,051 $552K
Intrua Financial, LLC 0.09% Add +15.4% 5,009 $547K
Syon Capital LLC 0.04% Add +20.1% 5,004 $547K
Eventide Asset Management, LLC 0.01% New 5,112 $547K
Dearborn Partners LLC 0.03% Reduce -22.3% 5,004 $547K
Sandia Investment Management LP 1.61% New 5,000 $546K
Roanoke Asset Management Corp./ NY 0.19% Reduce -0.6% 4,995 $546K
Cohen Investment Advisors LLC 0.32% No change 4,978 $544K
Boothbay Fund Management, LLC 0.02% Add +74.2% 4,976 $544K
Tower Bridge Advisors 0.06% No change 4,975 $544K
High Net Worth Advisory Group LLC 0.15% Reduce -6.1% 4,963 $542K
Meridian Wealth Management, LLC 0.03% Reduce -1.3% 4,952 $541K
Ironwood Investment Counsel, LLC 0.09% Add +1.0% 4,949 $541K
Davis Investment Partners, LLC 0.24% New 5,027 $536K
Smartleaf Asset Management LLC 0.05% Add +27.1% 5,004 $535K
Pinnacle West Asset Management, Inc. 0.39% No change 4,900 $535K
Financial Advocates Investment Management 0.04% Add +0.3% 4,885 $534K
City Holding Co. 0.08% Add +35.5% 4,883 $534K
St Germain D J Co. Inc. 0.03% Add +0.8% 4,874 $533K
Cascade Investment Group, Inc. 0.41% Add +5.1% 4,871 $532K
Sandy Spring Bank 0.02% Reduce -1.0% 4,850 $530K
Focus Financial Network, Inc. 0.02% Add +0.1% 4,845 $529K
Endeavor Private Wealth, Inc. 0.29% Add +411.2% 4,841 $529K
Kavar Capital Partners Group, LLC 0.09% No change 4,820 $527K
Cornerstone Wealth Management, LLC 0.04% Reduce -4.3% 4,806 $525K
WealthPlan Investment Management, LLC 0.05% Reduce -1.0% 4,800 $524K
Cornell Pochily Investment Advisors, Inc. 0.18% Add +0.2% 4,797 $524K
Klein Pavlis & Peasley Financial, Inc. 0.38% Add +7.0% 4,813 $522K
Fee-Only Financial Planning, L.C. 0.36% No change 4,769 $521K
Modern Wealth Management, LLC 0.02% Add +17.6% 4,755 $520K
44 Wealth Management LLC 0.19% Reduce -1.7% 4,720 $516K
Addison Advisors LLC 0.14% Add +30.0% 4,707 $514K
Gables Capital Management Inc. 0.25% No change 4,693 $513K
Parkside Financial Bank & Trust 0.07% Add +4.3% 4,684 $512K
Avidian Wealth Enterprises, LLC 0.02% Add +16.0% 4,682 $512K
Sterling Investment Counsel, LLC 0.17% New 4,651 $508K
TD Waterhouse Canada Inc. 0.00% Add +43.8% 4,744 $504K
HF Advisory Group, LLC 0.22% Add +2.5% 4,579 $500K
Aull & Monroe Investment Management Corp 0.25% No change 4,574 $500K
Aaron Wealth Advisors LLC 0.06% Add +7.1% 4,564 $499K
Centennial Bank 0.24% No change 4,539 $496K
Hexagon Capital Partners LLC 0.09% Add +1.2% 4,532 $495K
Bridges Investment Management Inc. 0.01% Reduce -0.1% 4,530 $495K
Arax Advisory Partners 0.03% Reduce -37.2% 4,515 $493K
Stock Yards Bank & Trust Co. 0.02% No change 4,510 $493K
Rossmore Private Capital 0.06% Reduce -1.0% 4,507 $492K
Principal Securities, Inc. 0.01% Add +1.2% 5,322 $491K
Barry Investment Advisors, LLC 0.13% Reduce -0.6% 4,485 $490K
Independent Financial Group, LLC 0.02% Add +11.8% 4,481 $490K
Welch & Forbes LLC 0.01% No change 4,475 $489K
Sky Investment Group LLC 0.09% No change 4,470 $488K
Jacobi Capital Management LLC 0.04% Add +24.1% 4,454 $487K
McKinley Carter Wealth Services, Inc. 0.03% Add +0.3% 4,438 $485K
Atalanta Sosnoff Capital, LLC 0.01% Add +15.0% 4,408 $482K
Bank of Hawaii 0.03% Reduce -8.2% 4,407 $482K
Purkiss Capital Advisors LLC 0.36% Add +24.4% 4,404 $481K
Crowley Wealth Management, Inc. 0.46% Reduce -3.1% 4,400 $481K
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +86.9% 4,396 $480K
Lindbrook Capital, LLC 0.04% Add +17.4% 4,369 $477K
Horizon Family Wealth, Inc. 0.32% Add +12.7% 4,360 $476K
Clarity Financial LLC 0.05% Reduce -30.6% 4,359 $476K
Institute for Wealth Management, LLC. 0.06% Reduce -1.3% 4,345 $475K
Nilsine Partners, LLC 0.05% Add +1.2% 4,325 $473K
Virtue Capital Management, LLC 0.06% Add +17.4% 4,317 $472K
Monetary Management Group Inc. 0.13% Reduce -0.3% 4,320 $472K
Apella Capital, LLC 0.02% Add +4.7% 4,610 $472K
Maven Securities LTD 0.10% New 4,316 $472K
Essex Bank 0.12% Reduce -0.1% 4,296 $469K
Radnor Capital Management, LLC 0.08% Reduce -58.8% 4,293 $469K
Spirepoint Private Client, LLC 0.06% New 4,276 $467K
WBH Advisory Inc. 0.04% Reduce -2.6% 4,271 $467K
Blueshift Asset Management, LLC 0.18% Reduce -8.7% 4,258 $465K
International Private Wealth Advisors LLC 0.44% Add +18.2% 4,247 $464K
Anchor Investment Management, LLC 0.04% No change 4,235 $463K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -2.5% 4,227 $462K
RFG Advisory, LLC 0.01% Add +7.8% 4,226 $462K
Advisors Capital Management, LLC 0.01% Add +0.8% 4,225 $462K
Southland Equity Partners LLC 0.11% Add +6.7% 4,180 $457K
J2 Capital Management Inc 0.42% Reduce -8.3% 4,172 $456K
Heritage Wealth Management, Inc. 0.15% No change 4,110 $449K
LMG Wealth Partners, LLC 0.10% No change 4,096 $448K
Cobblestone Capital Advisors LLC 0.02% Reduce -10.9% 4,085 $446K
Mattern Wealth Management LLC 0.10% No change 4,042 $442K
Penobscot Investment Management Company, Inc. 0.04% No change 4,041 $442K
Dagco, Inc. 0.14% Add +0.1% 4,030 $440K
Centre Asset Management, LLC 0.11% Add +8.3% 4,030 $440K
Marathon Strategic Advisors, LLC 0.47% No change 4,022 $439K
Joel Isaacson & Co., LLC 0.02% Add +3.9% 4,005 $438K
Continuum Advisory, LLC 0.06% Reduce -1.4% 3,973 $434K
Clarius Group, LLC 0.03% Add +2.5% 3,966 $433K
Avestar Capital, LLC 0.04% Reduce -18.0% 3,962 $433K
Beverly Hills Private Wealth, LLC 0.09% Reduce -0.4% 3,963 $433K
AdvisorNet Financial, Inc 0.03% Add +7.2% 3,961 $433K
Gilbert & Cook, Inc. 0.06% Add +3.1% 3,945 $431K
Choate Investment Advisors 0.01% Reduce -13.3% 3,940 $431K
Advisory Resource Group 0.09% Reduce -0.6% 3,931 $430K
Monument Capital Management 0.13% New 3,908 $427K
Ignite Planners, LLC 0.08% Add +9.3% 3,970 $427K
Northeast Investment Management 0.02% Add +0.8% 3,905 $427K
Keel Point, LLC 0.03% Add +5.4% 3,878 $424K
Caldwell Trust Co 0.05% Add +0.1% 3,868 $423K
Conning Inc. 0.02% No change 3,864 $422K
Kennebec Savings Bank 0.45% Add +32.8% 3,860 $422K
Cidel Asset Management Inc. 0.03% Reduce -6.2% 3,854 $421K
49 Wealth Management, LLC 0.05% New 3,849 $421K
Excalibur Management Corp. 0.17% Add +0.9% 3,846 $420K
Wulff, Hansen & Co. 0.38% Add +13.3% 3,840 $420K
Ranch Capital Advisors Inc. 0.20% Add +0.0% 3,833 $419K
Asahi Life Asset Management Co., LTD. 0.27% Add +8.8% 3,830 $419K
Keudell/Morrison Wealth Management 0.10% Add +0.3% 3,819 $417K
Leavell Investment Management, Inc. 0.02% Add +20.4% 3,804 $416K
Bedel Financial Consulting, Inc. 0.06% No change 3,867 $415K
Sherbrooke Park Advisers LLC 0.19% Reduce -69.3% 3,801 $415K
Harbour Trust & Investment Management Co 0.05% Add +6.0% 3,796 $415K
Brendel Financial Advisors LLC 0.25% No change 3,786 $414K
2UniFi Bank 0.27% Add +1.0% 3,901 $414K
Annis Gardner Whiting Capital Advisors, LLC 0.17% Add +0.7% 3,786 $414K
SC&H Financial Advisors, Inc. 0.08% Add +71.3% 3,783 $413K
Aureus Asset Management, LLC 0.03% Add +1.4% 3,776 $413K
Lifeworks Advisors, LLC 0.07% Add +17.0% 3,723 $407K
Abacus Planning Group, Inc. 0.07% Add +4.4% 3,722 $407K
Fortress Financial Solutions, LLC 0.58% Add +6.4% 3,679 $402K
Birmingham Capital Management Co. Inc. 0.15% Reduce -3.9% 3,670 $401K
Capital Investment Advisory Services, LLC 0.04% Reduce -5.1% 3,665 $400K
DRW Securities, LLC 0.03% New 3,651 $399K
International Assets Investment Management, LLC 0.03% Reduce -0.5% 3,633 $397K
Prairie Wealth Advisors, Inc. 0.19% Add +12.4% 3,626 $396K
NewEdge Wealth, LLC 0.01% Reduce -10.7% 3,625 $396K
Colonial Trust Co / SC 0.06% Reduce -78.3% 3,620 $396K
3Chopt Investment Partners, LLC 0.10% New 3,617 $395K
SLT Holdings LLC 0.39% New 3,600 $393K
Perpetual Ltd 0.00% No change 3,598 $393K
Taylor Hoffman Capital Management LLC 0.15% Reduce -3.2% 3,626 $393K
Vista Investment Partners Ii, LLC 0.22% Reduce -2.0% 3,588 $392K
John G Ullman & Associates Inc. 0.06% Reduce -1.3% 3,582 $391K
Glassy Mountain Advisors, Inc. 0.14% No change 3,570 $390K
EverSource Wealth Advisors, LLC 0.02% Add +26.4% 3,537 $386K
Carmel Capital Partners, LLC 0.15% Reduce -0.1% 3,522 $385K
McDonald Partners LLC 0.10% Reduce -0.7% 3,516 $384K
Birch Financial Group, LLC 0.34% New 3,512 $384K
Corient IA LP 0.27% — 3,500 $382K
Interactive Financial Advisors, Inc. 0.20% No change 3,500 $382K
Mathes Company, Inc. 0.16% No change 3,500 $382K
Fruth Investment Management 0.11% Reduce -2.8% 3,480 $380K
Oak Hill Wealth Advisors, LLC 0.09% Reduce -0.0% 3,469 $379K
Marcum Wealth, LLC 0.03% Add +3.0% 3,468 $379K
E&G Advisors, LLC 0.11% Reduce -2.8% 3,468 $379K
RFG - Bristol Wealth Advisors, LLC 0.13% Add +0.1% 3,455 $378K
W Advisors, LLC 0.24% Add +2.3% 3,452 $377K
Johnson Financial Group, Inc. 0.02% No change 3,446 $377K
HUB Investment Partners, LLC 0.02% Add +10.8% 3,433 $375K
Tritonpoint Wealth, LLC 0.04% Reduce -0.9% 3,430 $375K
Prairie Sky Financial Group LLC 0.22% Reduce -0.2% 3,429 $375K
Alhambra Investment Management LLC 0.19% Add +0.1% 3,415 $373K
Avantra Family Wealth, Inc. 0.36% Reduce -31.6% 3,395 $371K
Guardian Wealth Advisors, LLC / NC 0.03% Add +16.2% 3,385 $370K
Gsa Capital Partners LLP 0.03% Reduce -66.3% 3,381 $369K
First National Bank Sioux Falls 0.15% No change 3,375 $369K
Personal Cfo Solutions, LLC 0.07% Add +3.1% 3,369 $368K
one8zero8, LLC 0.09% Reduce -23.5% 3,365 $368K
BCGM Wealth Management, LLC 0.11% Add +0.0% 3,352 $366K
Thomasville National Bank 0.03% Add +0.6% 3,349 $366K
Peoples Bank 0.25% Reduce -14.2% 3,337 $365K
David J Yvars Group 0.29% No change 3,336 $365K
Kingswood Wealth Advisors, LLC 0.03% Add +14.8% 3,331 $364K
Columbia Bank 0.13% Add +4.8% 3,323 $363K
FourThought Financial Partners, LLC 0.04% Add +4.7% 3,321 $363K
Knollwood Investment Advisory, LLC 0.04% No change 3,321 $363K
apricus wealth, LLC 0.22% Add +8.2% 3,312 $362K
Fiduciary Financial Group, LLC 0.08% Add +0.7% 3,505 $362K
Wealth Group, Ltd. 0.23% Reduce -1.9% 3,297 $360K
Bullseye Investment Management, LLC 0.23% New 3,289 $359K
Gibbs Wealth Management 0.09% Add +19.4% 3,287 $359K
Trust Point Inc. 0.03% Reduce -3.2% 3,280 $358K
Park Place Capital Corp 0.10% Add +1.9% 3,271 $357K
Lantz Financial LLC 0.10% Add +0.5% 3,265 $357K
Meritage Portfolio Management 0.02% Reduce -3.1% 3,264 $357K
Moneta Group Investment Advisors LLC 0.00% Add +13.8% 3,256 $356K
Fayez Sarofim & Co 0.00% No change 3,250 $355K
Legacy Private Trust Co. 0.02% New 3,250 $355K
Ausdal Financial Partners, Inc. 0.03% Reduce -1.1% 3,232 $353K
Axq Capital, LP 0.14% New 3,227 $353K
Gateway Wealth Partners, LLC 0.08% Add +30.4% 3,220 $352K
Integrated Advisors Network LLC 0.02% Add +2.5% 3,211 $351K
Barnes Pettey Financial Advisors, LLC 0.27% No change 3,188 $348K
Kovack Advisors, Inc. 0.04% Add +14.9% 3,186 $348K
Juncture Wealth Strategies, LLC 0.14% Add +0.8% 3,184 $348K
GDS Wealth Management 0.03% Add +1.1% 3,179 $347K
BLB&B Advisors, LLC 0.02% Reduce -0.7% 3,178 $347K
Leonteq Securities AG 0.03% Reduce -68.0% 3,165 $346K
Cladis Investment Advisory, LLC 0.25% No change 3,158 $345K
Lathrop Investment Management Co. 0.07% No change 3,160 $345K
McIlrath & Eck, LLC 0.04% Add +3.3% 3,147 $344K
Verity Asset Management, Inc. 0.14% Add +5.8% 3,143 $343K
Dark Forest Capital Management LP 0.02% Reduce -30.8% 3,142 $343K
Biltmore Family Office, LLC 0.06% New 3,140 $343K
Colonial Trust Advisors 0.03% Reduce -87.5% 3,123 $341K
Delta Asset Management LLC 0.03% Reduce -0.9% 3,119 $341K
Lowe Brockenbrough & Co. Inc. 0.02% Add +0.2% 3,116 $340K
Community Trust & Investment Co. 0.02% Reduce -7.6% 3,114 $340K
Chicago Partners Investment Group LLC 0.01% Add +19.7% 3,165 $340K
Sandbox Financial Partners, LLC 0.12% Add +4.0% 3,088 $337K
Severin Investments, LLC 0.34% Add +3.9% 3,085 $337K
Code Waechter LLC 0.28% New 3,081 $337K
Quotient Wealth Partners, LLC 0.01% Add +6.4% 3,082 $337K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.13% New 3,080 $337K
Burt Wealth Advisors 0.08% No change 3,078 $336K
Single Point Partners, LLC 0.08% Reduce -1.6% 3,076 $336K
Alliance Wealth Advisors, LLC 0.09% Add +2.7% 3,072 $336K
Aegis Wealth Management LLC 0.20% No change 3,046 $333K
Pines Wealth Management, LLC 0.15% Add +1.2% 3,282 $332K
Channel Wealth LLC 0.10% Add +0.9% 3,032 $331K
Nicolet Advisory Services, LLC 0.03% Add +14.1% 3,195 $330K
MBB Public Markets I LLC 0.04% New 3,004 $328K
Bantamac Capital, LLC 0.16% No change 3,000 $328K
Country Trust Bank 0.01% No change 3,000 $328K
Creative Financial Designs Inc. 0.03% Add +4.0% 2,986 $326K
Strategic Financial Concepts, LLC 0.06% Add +4.5% 2,985 $326K
Townsend Asset Management Corp. /NC/ 0.13% No change 2,980 $326K
Gerber, LLC 0.27% No change 2,972 $325K
Widmann Financial Services, Inc. 0.25% No change 2,952 $323K
Central Pacific Bank - Trust Division 0.05% Reduce -11.8% 2,950 $322K
Holderness Investments Co. 0.08% Reduce -0.8% 2,949 $322K
Woodward Diversified Capital, LLC 0.23% Add +11.0% 2,945 $322K
FWG Holdings, LLC 0.16% Add +0.1% 2,959 $321K
Novare Capital Management LLC 0.03% Add +0.5% 2,932 $320K
Acadian Asset Management LLC 0.00% New 2,941 $320K
Associated Banc-Corp 0.01% Add +8.9% 2,928 $320K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% Reduce -6.5% 2,904 $317K
Ingalls & Snyder LLC 0.01% Reduce -0.3% 2,900 $317K
Central Bank & Trust Co. 0.05% Add +20.8% 2,900 $317K
Clifford Swan Investment Counsel LLC 0.01% No change 2,900 $317K
Becker Capital Management Inc. 0.01% Add +5.6% 2,883 $315K
McDonough Capital Management, Inc 0.21% Add +1.4% 2,880 $315K
LeClair Wealth Partners LLC 0.23% No change 2,874 $314K
McCarthy & Cox 0.14% Reduce -1.4% 2,872 $314K
Aprio Wealth Management, LLC 0.04% Add +9.3% 2,870 $314K
Westwood Holdings Group Inc. 0.00% Reduce -0.6% 2,867 $313K
West Bancorporation Inc. 0.21% Add +8.2% 2,861 $313K
Cornerstone Select Advisors, LLC 0.30% New 2,857 $312K
Bremer Bank National Association 0.06% Reduce -0.5% 2,856 $312K
Madison Asset Management, LLC 0.00% New 2,850 $311K
Stiles Financial Services Inc 0.12% Add +0.3% 2,839 $310K
Pinion Investment Advisors, LLC 0.07% Reduce -1.0% 2,837 $310K
Canal Capital Management, LLC 0.05% New 2,837 $310K
Cutter & CO Brokerage, Inc. 0.07% New 2,830 $309K
Callan Family Office, LLC 0.02% Reduce -64.5% 2,828 $309K
First Merchants Corp. 0.01% No change 2,816 $308K
Court Place Advisors, LLC 0.10% Add +13.7% 2,812 $307K
Sfmg, LLC 0.02% Add +28.3% 2,802 $306K
Thoroughbred Financial Services, LLC 0.02% Add +1.1% 2,806 $306K
Chronos Wealth Management, LLC 0.16% No change 2,800 $306K
MJP Associates Inc. 0.06% Add +1.1% 2,787 $305K
Richwood Investment Advisors, LLC 0.26% Reduce -24.0% 2,787 $305K
Gilman Hill Asset Management, LLC 0.05% No change 2,785 $304K
Peoples Financial Services Corp. 0.15% No change 2,785 $304K
Waterloo Capital, L.P. 0.03% New 2,784 $304K
R Squared Ltd 0.32% Add +122.4% 2,780 $304K
Mechanics Bank Trust Department 0.04% No change 2,779 $304K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Reduce -13.8% 2,801 $304K
AssuredPartners Investment Advisors, LLC 0.06% Reduce -24.6% 2,753 $301K
Navellier & Associates Inc. 0.04% New 2,800 $301K
Bradley Foster & Sargent Inc. 0.01% Add +16.4% 2,746 $300K
Beaton Management Co. Inc. 0.16% No change 2,746 $300K
Alta Advisers Ltd 0.13% New 2,739 $299K
Petrus Trust Company, LTA 0.03% New 2,732 $299K
Register Financial Advisors LLC 0.15% Add +0.1% 2,716 $297K
Fortem Financial Group, LLC 0.11% Add +0.8% 2,696 $295K
Cape Ann Savings Bank 0.18% New 2,692 $294K
Miller Financial Services LLC 0.42% No change 2,688 $294K
CHICAGO TRUST Co NA 0.06% Reduce -8.4% 2,687 $294K
Maia Wealth LLC 0.07% Add +1.1% 2,750 $293K
SkyView Investment Advisors, LLC 0.04% New 2,686 $293K
ICONIQ Capital, LLC 0.01% New 2,669 $292K
Lebenthal Global Advisors, LLC 0.05% New 2,667 $291K
Financial Advisors Network, Inc. 0.05% New 2,654 $290K
Affinity Investment Advisors, LLC 0.23% Reduce -66.9% 2,631 $287K
Shakespeare Wealth Management, LLC 0.08% No change 2,627 $287K
JB Capital LLC 0.02% Add +0.0% 2,615 $286K
Bahl & Gaynor LLC 0.00% Reduce -9.4% 2,612 $285K
FSA Advisors, Inc. 0.23% New 2,611 $285K
Parallax Volatility Advisers, L.P. 0.01% Reduce -96.0% 2,605 $285K
Jackson, Grant Investment Advisers, Inc. 0.11% Add +0.3% 2,605 $285K
Sonora Investment Management Group, LLC 0.02% Add +8.7% 2,596 $284K
Schulhoff & Co. Inc. 0.13% No change 2,595 $284K
Harbor Investment Advisory, LLC 0.03% No change 2,591 $283K
Charles Schwab Trust Co 0.02% New 2,590 $283K
Bouchey Financial Group, Ltd. 0.03% Reduce -8.6% 2,585 $282K
Good Life Advisors, LLC 0.02% Reduce -9.6% 2,581 $282K
United Asset Strategies, Inc. 0.03% Reduce -10.2% 2,575 $281K
Journey Strategic Wealth LLC 0.01% Add +1.9% 2,569 $281K
Fullcircle Wealth LLC 0.12% Reduce -6.5% 2,621 $281K
Chesley Taft & Associates LLC 0.01% No change 2,541 $278K
Tiemann Investment Advisors, LLC 0.13% No change 2,540 $278K
Red Door Wealth Management, LLC 0.04% Add +0.7% 2,534 $277K
GWN Securities Inc. 0.02% Reduce -74.6% 2,523 $276K
L.M. Kohn & Company 0.07% Reduce -3.6% 2,519 $275K
Latitude Advisors, LLC 0.16% No change 2,512 $274K
IFG Advisory, LLC 0.02% Reduce -1.1% 2,506 $274K
Payden & Rygel 0.02% No change 2,500 $273K
Austin Private Wealth, LLC 0.02% Add +3.2% 2,498 $273K
Angeles Wealth Management, LLC 0.02% Add +2.0% 2,485 $272K
Hazlett, Burt & Watson, Inc. 0.12% Add +0.7% 2,488 $271K
Dana Investment Advisors, Inc. 0.01% Reduce -11.8% 2,469 $270K
Atlanta Consulting Group Advisors, LLC 0.08% Add +1.6% 2,458 $269K
Cutler Investment Counsel LLC 0.03% Add +2.5% 2,452 $268K
Voleon Capital Management LP 0.02% New 2,452 $268K
Quent Capital, LLC 0.03% Add +5.7% 2,451 $268K
Mechanics Financial Corp 0.12% No change 2,450 $268K
Caldwell Sutter Capital, Inc. 0.13% Reduce -2.7% 2,439 $267K
Ifrah Financial Services, Inc. 0.08% Reduce -3.9% 2,438 $266K
Safeguard Investment Advisory Group, LLC 0.07% Add +0.9% 2,435 $266K
FLC Capital Advisors 0.06% New 2,430 $266K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +4.8% 2,429 $265K
Investment Advisory Services Inc. /TX 0.10% Add +0.3% 2,419 $264K
Wealth Quarterback LLC 0.15% Add +0.5% 2,416 $264K
Accel Wealth Management 0.10% Reduce -24.1% 2,409 $263K
Pinnacle Wealth Planning Services, Inc. 0.04% New 2,405 $263K
GAMCO Investors 0.00% No change 2,400 $262K
Centaurus Financial, Inc. 0.02% Add +1.8% 2,402 $262K
Ritholtz Wealth Management 0.01% New 2,396 $262K
Fiduciary Group, LLC 0.03% No change 2,389 $261K
Richardson Financial Services Inc. 0.20% No change 2,378 $260K
Bison Wealth, LLC 0.02% Reduce -8.6% 2,373 $259K
Everett Harris & Co. 0.00% Reduce -5.5% 2,369 $259K
VestGen Advisors, LLC 0.01% — 2,359 $258K
Family Manage LLC 0.04% New 2,357 $258K
Douglas Lane & Associates, LLC 0.00% Add +2.2% 2,357 $258K
Rosenberg Matthew Hamilton 0.06% No change 2,355 $257K
GGM Financial LLC 0.18% Reduce -28.7% 2,353 $257K
Insight Advisors, LLC/ PA 0.04% No change 2,329 $254K
Sunpointe, LLC 0.14% Add +0.5% 2,321 $254K
Diversify Wealth Management, LLC 0.02% Reduce -1.2% 2,336 $253K
Clear Creek Financial Management, LLC 0.03% New 2,318 $253K
North Star Asset Management Inc. 0.01% Reduce -4.1% 2,316 $253K
WNY Asset Management, LLC 0.03% Reduce -13.6% 2,314 $253K
Phoenix Wealth Advisors 0.11% Reduce -0.4% 2,312 $253K
Headinvest, LLC 0.05% No change 2,311 $253K
Venturi Wealth Management, LLC 0.01% Add +39.0% 2,304 $252K
Cornerstone Capital, Inc. 0.03% No change 2,300 $251K
Advisor Resource Council 0.02% New 2,707 $251K
Victory Financial Group, LLC 0.05% New 2,054 $251K
Stratos Investment Management, LLC 0.01% New 2,292 $251K
Titleist Asset Management, LLC 0.03% Reduce -11.3% 2,288 $250K
Foster & Motley Inc. 0.02% Add +0.9% 2,285 $250K
GPS Wealth Strategies Group, LLC 0.03% No change 2,287 $250K
MCF Advisors LLC 0.02% Add +1.6% 2,284 $250K
Great Lakes Advisors, LLC 0.00% New 2,269 $248K
Financial Enhancement Group LLC 0.04% New 2,287 $247K
L2 Asset Management, LLC 0.05% New 2,260 $247K
WealthBridge Capital Management, LLC 0.07% New 2,257 $247K
Baker Avenue Asset Management, LP 0.01% New 2,257 $247K
Avantax Planning Partners, Inc. 0.01% No change 2,256 $246K
Daymark Wealth Partners, LLC 0.01% Reduce -3.7% 2,255 $246K
Cozad Asset Management Inc. 0.02% New 2,253 $246K
Elyxium Wealth, LLC 0.11% New 2,250 $246K
Certuity, LLC 0.03% Reduce -15.5% 2,245 $245K
Journey Advisory Group, LLC 0.02% Reduce -5.7% 2,244 $245K
Grant/GrossMendelsohn, LLC 0.14% Add +0.8% 2,289 $245K
Dumont & Blake Investment Advisors LLC 0.07% Reduce -0.4% 2,240 $245K
Private Capital Advisors, Inc. 0.03% Reduce -4.1% 2,240 $245K
XML Financial, LLC 0.02% Reduce -24.7% 2,235 $244K
Powers Advisory Group, LLC 0.12% Add +0.8% 2,229 $244K
Trust Co. of Vermont 0.01% Reduce -12.1% 2,226 $243K
Magnus Financial Group LLC 0.02% Add +0.6% 2,222 $243K
Wayfinding Financial, LLC 0.11% Reduce -2.7% 2,219 $242K
Schmidt P J Investment Management Inc. 0.04% No change 2,212 $242K
VSM Wealth Advisory, LLC 0.09% No change 2,202 $241K
Q3 Asset Management 0.16% New 2,198 $240K
Verus Financial Partners, Inc. 0.03% New 2,249 $240K
Patriot Financial Group Insurance Agency, LLC 0.03% New 2,188 $239K
Burling Wealth Partners, LLC 0.05% Reduce -30.9% 2,175 $238K
Austin Asset Management Co Inc 0.05% Add +0.1% 2,174 $237K
Meridian Financial Advisors, LLC 0.17% New 2,168 $237K
Ewa, LLC 0.09% New 2,167 $237K
Moody LYNN Lieberson & Walker, LLC 0.02% New 2,162 $236K
Optiver Holding B.V. 0.01% Add +49.8% 2,149 $235K
Atlas Wealth LLC 0.13% New 2,140 $234K
CVA Family Office, LLC 0.04% Add +2.0% 2,137 $234K
Marco Investment Management LLC 0.02% New 2,136 $233K
Landscape Capital Management, L.L.C. 0.02% New 2,128 $233K
Tyche Wealth Partners LLC 0.05% New 2,126 $232K
Pinnacle Bancorp, Inc. 0.08% No change 2,121 $232K
May Hill Capital, LLC 0.09% New 2,119 $231K
Rockbridge Asset Management LLC 0.14% New 2,116 $231K
Koss-Olinger Consulting, LLC 0.02% New 2,111 $231K
Blue Fin Capital, Inc. 0.04% New 2,114 $231K
Lokken Investment Group LLC 0.10% New 2,109 $230K
Cranbrook Wealth Management, LLC 0.05% Reduce -1.1% 2,109 $230K
Econ Financial Services Corp 0.12% New 2,106 $230K
Truvestments Capital LLC 0.05% Add +54.1% 2,099 $229K
Fidelis Capital Partners, LLC 0.02% Add +0.5% 2,145 $229K
Centricity Wealth Management, LLC 0.21% Add +0.7% 2,091 $228K
Manchester Capital Management LLC 0.03% Add +3.0% 2,078 $227K
German American Bancorp, Inc. 0.02% Reduce -28.1% 2,064 $226K
Leslie Global Wealth, LLC 0.11% Reduce -14.3% 2,058 $225K
Vista Capital Partners, Inc. 0.03% New 2,058 $225K
Williams Jones Wealth Management, LLC. 0.00% Reduce -5.7% 2,052 $224K
First National Bank & Trust Co. of Newtown 0.05% New 2,052 $224K
Bender Robert & Associates 0.06% New 2,050 $224K
Azimuth Capital Investment Management LLC 0.01% New 2,050 $224K
Legacy Financial Advisors, Inc. 0.04% New 2,049 $224K
Guardian Wealth Management, Inc. 0.15% Reduce -25.8% 2,032 $222K
LVM Capital Management Ltd. 0.02% New 2,033 $222K
Atlantic Family Wealth, LLC 0.20% New 2,030 $222K
Drive Wealth Management, LLC 0.05% New 2,029 $222K
SevenBridge Financial Group, LLC 0.04% Reduce -4.4% 2,189 $221K
Prosperity Financial Group, Inc. 0.11% New 2,023 $221K
Wrapmanager Inc. 0.06% Reduce -11.1% 2,023 $221K
FDx Advisors, Inc. 0.07% New 2,027 $221K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 2,065 $221K
WealthTrust Asset Management, LLC 0.16% New 2,020 $221K
Shepherd Financial Partners LLC 0.03% New 2,015 $220K
MTM Investment Management, LLC 0.09% New 2,031 $220K
Delta Financial Group, Inc. 0.05% New 2,112 $220K
Silver Oak Securities, Incorporated 0.02% Add +27.1% 2,054 $220K
Salomon & Ludwin, LLC 0.02% No change 2,009 $220K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 2,007 $219K
Sapient Capital LLC 0.00% New 2,002 $219K
Oak Family Advisors, LLC 0.09% New 2,000 $219K
Aries Wealth Management 0.06% New 2,000 $219K
Hartford Financial Management Inc. 0.05% No change 2,000 $219K
Fortitude Advisory Group L.L.C. 0.16% New 2,060 $218K
Evanson Asset Management, LLC 0.02% New 1,995 $218K
Gradient Investments LLC 0.00% New 1,993 $218K
LCM Capital Management Inc 0.13% New 1,992 $218K
Planned Solutions, Inc. 0.09% New 1,987 $217K
Loomis Sayles & Co. L P 0.00% Add +28.0% 1,982 $217K
WASHINGTON TRUST Co 0.01% No change 1,983 $217K
Glass Jacobson Investment Advisors llc 0.07% No change 2,346 $216K
Baron Silver Stevens Financial Advisors, LLC 0.04% New 1,977 $216K
Carson Advisory Inc. 0.15% New 1,977 $216K
Independence Bank of Kentucky 0.03% Reduce -1.0% 1,970 $215K
Tradition Wealth Management, LLC 0.02% New 1,968 $215K
Legacy Solutions, LLC 0.24% New 1,963 $215K
Octavia Wealth Advisors, LLC 0.03% New 1,962 $214K
Sivia Capital Partners, LLC 0.10% New 1,960 $214K
Pallas Capital Advisors LLC 0.01% New 1,954 $214K
Simplicity Wealth,LLC 0.02% New 1,954 $213K
Kanawha Capital Management LLC 0.02% New 1,953 $213K
Balanced Wealth Group LLC 0.10% New 1,949 $213K
Mosaic Family Wealth Partners, LLC 0.03% New 1,947 $213K
Relyea Zuckerberg Hanson LLC 0.03% New 1,940 $212K
Gen-Wealth Partners Inc 0.09% Reduce -6.7% 1,938 $212K
Inspirion Wealth Advisors, LLC 0.03% New 1,937 $212K
Rodgers Brothers Inc. 0.03% Reduce -93.9% 1,936 $212K
PKS Advisory Services, LLC 0.06% New 1,934 $211K
Dover Advisors, LLC 0.09% New 1,925 $210K
Nikulski Financial, Inc. 0.06% New 1,925 $210K
Quantum Financial Advisors, LLC 0.03% New 1,924 $210K
Bogart Wealth, LLC 0.01% Reduce -2.3% 1,922 $210K
Evoke Wealth, LLC 0.01% New 1,913 $209K
Icon Wealth Advisors, LLC 0.02% Reduce -10.2% 1,907 $208K
Apexium Financial, LP 0.01% New 1,891 $207K
Linscomb Wealth, Inc. 0.01% New 1,889 $206K
TCI Wealth Advisors, Inc. 0.02% New 1,883 $206K
Wealth Architects, LLC 0.02% New 1,881 $206K
GC Wealth Management RIA, LLC 0.04% New 1,878 $205K
Seamount Financial Group Inc. 0.14% New 1,877 $205K
Financial Engines Advisors L.L.C. 0.00% New 1,878 $205K
Sunbelt Securities, Inc. 0.02% Reduce -62.1% 1,876 $205K
Robertson Stephens Wealth Management, LLC 0.01% New 1,874 $205K
First Manhattan Co. Llc. 0.00% New 1,871 $204K
Tyler-Stone Wealth Management 0.04% New 1,866 $204K
Longboard Asset Management, LP 0.60% New 1,862 $203K
Baker Tilly Wealth Management, LLC 0.08% New 1,858 $203K
LaSalle St. Investment Advisors, LLC 0.05% New 1,859 $203K
Syntegra Private Wealth Group, LLC 0.02% New 1,857 $203K
American National Bank & Trust 0.02% Add +6.1% 1,857 $203K
Element Wealth, LLC 0.11% New 1,847 $202K
Riverwater Partners LLC 0.10% New 1,847 $202K
Ransom Advisory, Ltd 0.10% No change 1,844 $201K
Phillips Wealth Planners LLC 0.21% New 1,921 $201K
Signature Wealth Management Group 0.08% New 1,831 $200K
Pacific Center for Financial Services 0.05% No change 1,825 $199K
Provenance Wealth Advisors, LLC 0.03% Reduce -36.8% 1,790 $196K
TCTC Holdings, LLC 0.01% No change 1,761 $192K
Hills Bank & Trust Co 0.01% No change 1,748 $191K
Cromwell Holdings LLC 0.12% No change 1,731 $189K
Avalon Trust Co 0.01% Add +138.5% 1,722 $188K
Versant Capital Management, Inc 0.03% Add +200.6% 1,626 $178K
Virtus Investment Advisers, LLC 0.05% New 1,616 $177K
Sentry Investment Management LLC 0.11% New 1,658 $168K
Catalyst Capital Advisors LLC 0.00% Reduce -21.3% 1,463 $160K
Quarry LP 0.04% Reduce -18.8% 1,452 $159K
S.A. Mason LLC 0.08% Reduce -1.7% 1,430 $156K
Wellington Shields Capital Management, LLC 0.03% New 1,430 $156K
Westside Investment Management, Inc. 0.03% No change 1,422 $155K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +0.4% 1,414 $155K
Tsfg, LLC 0.03% Add +0.2% 1,379 $151K
Private Wealth Asset Management, LLC 0.02% — 1,381 $151K
Key Financial Inc 0.03% Reduce -20.7% 1,367 $149K
ESL Trust Services, LLC 0.03% No change 1,353 $148K
Blume Capital Management, Inc. 0.03% No change 1,350 $148K
Opal Wealth Advisors, LLC 0.04% New 1,324 $145K
1620 Investment Advisors, Inc. 0.11% No change 1,276 $139K
Security National Bank 0.03% No change 1,267 $138K
CNB Bank 0.07% Reduce -0.2% 1,264 $138K
Brown, Lisle/Cummings, Inc. 0.04% Add +1.1% 1,261 $138K
AllSquare Wealth Management LLC 0.08% No change 1,260 $138K
Princeton Global Asset Management LLC 0.03% No change 1,257 $137K
Heritage Wealth Advisors 0.01% No change 1,257 $137K
Y.D. More Investments Ltd 0.01% New 1,253 $137K
Evelyn Partners Asset Management Ltd 0.04% No change 1,250 $137K
Rowlandmiller & Partners.adv 0.03% No change 1,243 $136K
Acima Private Wealth, LLC 0.05% No change 1,224 $134K
Aventura Private Wealth, LLC 0.07% No change 1,218 $133K
Rossby Financial, LCC 0.06% New 1,229 $131K
Coastline Trust Co 0.02% No change 1,200 $131K
Concord Wealth Partners 0.02% Add +0.8% 1,197 $131K
Dakota Community Bank & Trust NA 0.63% Add +8.4% 1,187 $130K
South Plains Financial, Inc. 0.10% Reduce -20.3% 1,177 $129K
ORG Partners LLC 0.03% Reduce -23.4% 1,179 $128K
Nemes Rush Group LLC 0.02% Reduce -23.8% 1,127 $123K
Tompkins Financial Corp. 0.01% No change 1,111 $121K
Chelsea Counsel Co. 0.07% No change 1,110 $121K
Oakworth Capital, Inc. 0.01% Add +5.7% 1,065 $116K
Stonebridge Financial Group, LLC 0.01% Add +0.5% 1,041 $114K
Perkins Coie Trust Co 0.03% No change 1,040 $114K
Affinity Wealth LLC 0.12% Add +2.3% 1,034 $113K
Old Second National Bank of Aurora 0.03% New 1,020 $111K
Trifecta Capital Advisors, LLC 0.02% No change 1,010 $110K
Hughes Financial Services, LLC 0.02% New 1,011 $110K
SRH Advisors, LLC 0.03% No change 1,000 $109K
GHP Investment Advisors, Inc. 0.01% Reduce -10.1% 1,000 $109K
Resources Management Corp. /CT/ 0.01% No change 978 $107K
Putney Financial Group LLC 0.11% No change 978 $107K
LGT Financial Advisors LLC 0.33% Add +0.6% 978 $107K
Wellington Shields & Co., LLC 0.03% New 950 $104K
Duncker Streett & Co. Inc. 0.02% No change 941 $103K
Flaharty Asset Management, LLC 0.01% New 925 $101K
Asset Planning,Inc 0.08% Add +0.4% 923 $101K
Lord & Richards Wealth Management, LLC 0.11% New 909 $99K
Deseret Mutual Benefit Administrators 0.05% No change 893 $98K
Stephens Consulting, LLC 0.02% No change 891 $97K
Beacon Capital Management, LLC 0.01% Add +0.6% 889 $97K
Blue Bell Private Wealth Management, LLC 0.02% No change 879 $96K
IFS Advisors, LLC 0.08% No change 871 $95K
Financial Freedom, LLC 0.05% Add +0.2% 844 $92K
Bellwether Advisors, LLC 0.02% No change 838 $92K
Richards, Merrill & Peterson, Inc. 0.05% No change 832 $91K
Tortoise Investment Management, LLC 0.01% No change 831 $91K
SOA Wealth Advisors, LLC. 0.02% Add +0.3% 815 $89K
Crews Bank & Trust 0.02% No change 813 $89K
Capital Advisors, Ltd. LLC 0.01% No change 804 $88K
Towne Trust Company, N.A 0.03% New 800 $87K
Sittner & Nelson, LLC 0.04% No change 794 $87K
First Command Advisory Services, Inc. 0.00% No change 781 $85K
First United Bank & Trust 0.03% Reduce -1.0% 758 $83K
Cape Investment Advisory, Inc. 0.03% Add +0.1% 756 $83K
LFA - Lugano Financial Advisors SA 0.06% Reduce -42.9% 747 $82K
Smithfield Trust Co 0.00% No change 737 $81K
Valley National Advisers Inc. 0.01% Add +0.6% 731 $79K
Riverview Trust Co 0.08% Reduce -1.9% 720 $79K
NFSG Corp 0.02% Add +86.7% 717 $78K
AlphaCore Capital LLC 0.01% New 710 $78K
Cary Street Partners Investment Advisory LLC 0.04% Add +84.3% 702 $77K
Financial Avengers, Inc. 0.04% Reduce -31.2% 701 $77K
Crewe Advisors LLC 0.01% Reduce -1.1% 700 $76K
Fiduciary Advisors, Inc. 0.07% No change 687 $75K
WFA Asset Management Corp 0.04% Reduce -2.7% 853 $73K
Ostrum Asset Management 0.00% Reduce -2.6% 669 $73K
Cornerstone Planning Group LLC 0.02% Add +328.0% 672 $72K
Global Financial Private Client, LLC 0.03% Add +2.8% 655 $72K
Graney & King, LLC 0.05% No change 634 $69K
Bangor Savings Bank 0.01% Add +0.2% 626 $68K
Plante Moran Financial Advisors, LLC 0.01% Add +14.7% 625 $68K
Raiffeisen Bank International AG 0.00% No change 633 $68K
Olistico Wealth, LLC 0.04% No change 600 $66K
Mascoma Wealth Management LLC 0.02% No change 600 $66K
DT Investment Partners, LLC 0.01% No change 593 $65K
New Millennium Group LLC 0.04% Reduce -1.0% 590 $64K
Horizon Bancorp Inc. 0.04% Add +132.3% 576 $63K
TruNorth Capital Management, LLC 0.02% Add +315.3% 569 $62K
Asset Dedication, LLC 0.01% No change 562 $61K
Smallwood Wealth Investment Management, LLC 0.04% New 550 $60K
REAP Financial Group, LLC 0.01% Add +40.0% 550 $60K
Lowe Wealth Advisors, LLC 0.03% No change 541 $59K
Laurel Wealth Advisors LLC 0.01% No change 519 $57K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 516 $56K
Atlas Capital Advisors Inc. 0.01% No change 506 $55K
Barrett & Company, Inc. 0.02% Add +0.2% 506 $55K
TFC Financial Management, Inc. 0.01% No change 501 $55K
Piscataqua Savings Bank 0.05% No change 500 $55K
Future Financial Wealth Managment LLC 0.04% Add +0.8% 500 $55K
Atticus Wealth Management, LLC 0.02% No change 499 $55K
Pin Oak Investment Advisors Inc. 0.04% No change 508 $54K
Byrne Asset Management LLC 0.05% No change 490 $54K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 490 $54K
JNBA Financial Advisors 0.01% No change 479 $52K
SBI Securities Co., Ltd. 0.00% Reduce -25.0% 479 $52K
First Financial Corp. 0.03% Reduce -29.2% 475 $52K
Adirondack Trust Co. 0.02% No change 473 $52K
Chilton Capital Management LLC 0.00% New 466 $51K
Reyes Financial Architecture, Inc. 0.04% Add +18.4% 463 $51K
Hoey Investments, Inc. 0.01% Reduce -62.0% 460 $50K
Boyd Watterson Asset Management LLC 0.02% No change 460 $50K
Ridgewood Investments LLC 0.02% No change 453 $50K
Evelyn Partners Investment Management LLP 0.00% No change 450 $49K
Covestor Ltd 0.03% Add +19.1% 449 $49K
Centiva Capital, LP 0.00% Add +367.0% 439 $48K
Silvant Capital Management LLC 0.00% No change 439 $48K
WPG Advisers, LLC 0.04% Reduce -53.1% 437 $48K
Briaud Financial Planning Inc 0.02% No change 438 $47K
S&T Bank 0.02% No change 428 $47K
Rise Advisors, LLC 0.02% Add +22.7% 421 $46K
Evermay Wealth Management LLC 0.01% Add +141.2% 410 $45K
Birchbrook, Inc. 0.03% Reduce -46.9% 407 $44K
LRI Investments, LLC 0.00% No change 404 $44K
Ameriflex Group, Inc. 0.02% Reduce -2.9% 400 $44K
Park Square Financial Group, LLC 0.03% Reduce -7.0% 396 $43K
Main Street Group, LTD 0.02% Add +69.4% 393 $43K
Pingora Partners LLC 0.03% No change 385 $42K
Hemington Wealth Management 0.01% Add +20.5% 388 $42K
FSC Wealth Advisors, LLC 0.03% Add +10.7% 382 $42K
MV Capital Management, Inc. 0.00% Reduce -9.2% 375 $41K
West Oak Capital, LLC 0.02% No change 360 $39K
Beaird Harris Wealth Management, LLC 0.00% No change 358 $39K
North Capital, Inc. 0.04% — 353 $39K
High Note Wealth, LLC 0.01% No change 341 $37K
Morton Brown Family Wealth, LLC 0.01% No change 334 $36K
Safe Harbor Fiduciary, LLC 0.04% No change 320 $35K
West Paces Advisors Inc. 0.01% No change 320 $35K
IMA Advisory Services, Inc. 0.00% New 318 $35K
Fourth Dimension Wealth, LLC 0.02% Add +0.7% 306 $33K
Canton Hathaway, LLC 0.01% No change 300 $33K
MJT & Associates Financial Advisory Group, Inc. 0.03% — 300 $33K
Frazier Financial Advisors, LLC 0.03% Reduce -24.7% 299 $33K
Bayforest Capital Ltd 0.01% New 285 $31K
GW&K Investment Management, LLC 0.00% Add +6.4% 282 $31K
Burkett Financial Services, LLC 0.01% Add +1.1% 280 $31K
TD Capital Management LLC 0.00% Add +1.1% 280 $31K
HHM Wealth Advisors, LLC 0.00% Add +0.4% 278 $30K
Skandinaviska Enskilda Banken AB (publ) 0.00% No change 270 $29K
Cedar Mountain Advisors, LLC 0.01% Add +0.8% 267 $29K
First Community Trust NA 0.03% No change 266 $29K
Ogorek Anthony Joseph /NY/ 0.01% Add +29.0% 267 $29K
Sierra Ocean, LLC 0.02% No change 258 $28K
Bank of New Hampshire 0.01% New 255 $28K
Hopwood Financial Services, Inc. 0.02% No change 250 $27K
Webster Bank, N. A. 0.00% No change 250 $27K
Flagship Wealth Advisors, LLC 0.01% No change 240 $26K
Operose Advisors LLC 0.01% No change 240 $26K
BankPlus Trust Department 0.01% Reduce -6.7% 236 $26K
Union Savings Bank 0.01% No change 230 $25K
Sarver Vrooman Wealth Advisors 0.02% — 229 $25K
Goodman Advisory Group, LLC 0.01% New 227 $25K
Eq Wealth Advisors, LLC 0.02% New 226 $25K
NewSquare Capital LLC 0.00% Add +102.7% 223 $24K
Saudi Central Bank 0.12% New 210 $23K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -10.7% 208 $23K
Chesapeake Asset Management LLC 0.02% No change 205 $22K
Roble, Belko & Company, Inc 0.00% No change 200 $22K
Binnacle Investments Inc 0.02% — 200 $22K
Trust Co 0.00% No change 200 $22K
Midwest Capital Advisors, LLC 0.01% No change 195 $21K
Bruce G. Allen Investments, LLC 0.02% No change 193 $21K
Glen Eagle Advisors, LLC 0.00% No change 190 $21K
Christopher J. Hasenberg, Inc 0.01% No change 191 $21K
Wolff Wiese Magana LLC 0.01% Reduce -7.0% 187 $20K
Prestige Wealth Management Group LLC 0.00% Add +8.9% 184 $20K
Fairscale Capital, LLC 0.02% No change 183 $20K
Washington Trust Advisors, Inc. 0.00% No change 180 $20K
Banque Transatlantique SA 0.00% No change 180 $20K
PSI Advisors, LLC 0.01% Reduce -84.2% 176 $19K
Advantage Trust Co 0.01% No change 175 $19K
Insight Inv LLC 0.01% New 19,096 $19K
E Fund Management (Hong Kong) Co., Ltd. 0.02% Add +370.3% 174 $19K
McClarren Financial Advisors, Inc. 0.01% New 181 $19K
Founders Capital Management 0.01% No change 173 $19K
Financial Perspectives, Inc 0.01% Reduce -53.6% 172 $19K
Bell Investment Advisors, Inc 0.00% Add +3.6% 171 $19K
Whipplewood Advisors, LLC 0.01% Reduce -79.8% 35 $18K
Vermillion & White Wealth Management Group, LLC 0.01% No change 150 $16K
Hara Capital LLC 0.01% No change 150 $16K
Marshall Investment Management, LLC 0.01% New 150 $16K
Richard W. Paul & Associates, LLC 0.01% Add +0.7% 148 $16K
Financial Management Professionals, Inc. 0.00% Add +9.3% 141 $15K
Spurstone Advisory Services, LLC 0.29% No change 138 $15K
Rialto Wealth Management, LLC 0.00% Add +3.9% 134 $15K
Nalls Sherbakoff Group, LLC 0.01% — 134 $15K
Fortitude Family Office, LLC 0.01% Reduce -89.7% 134 $15K
Clearstead Trust, LLC 0.00% Reduce -79.5% 132 $14K
Sound Income Strategies, LLC 0.00% Add +90.9% 126 $14K
Front Row Advisors LLC 0.01% No change 125 $14K
Compass Wealth Management LLC 0.00% No change 125 $14K
Fortis Group Advisors, LLC 0.00% No change 125 $14K
Millstone Evans Group, LLC 0.01% No change 124 $14K
Dunhill Financial, LLC 0.01% Reduce -7.6% 122 $13K
Valued Wealth Advisors LLC 0.01% No change 120 $13K
Retirement Wealth Solutions LLC 0.01% No change 119 $13K
Activest Wealth Management 0.00% Add +2260.0% 118 $13K
Highline Wealth Partners LLC 0.00% Reduce -3.3% 116 $13K
West Branch Capital LLC 0.00% No change 113 $12K
Olde Wealth Management, LLC 0.00% New 110 $12K
Financial Network Wealth Advisors LLC 0.02% Add +211.4% 109 $12K
Parvin Asset Management, LLC 0.01% No change 109 $12K
Montag A & Associates Inc. 0.00% New 106 $12K
Ossiam 0.00% New 104 $11K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -15.0% 102 $11K
WealthCollab, LLC 0.01% No change 101 $11K
Ascentis Wealth Management, LLC 0.00% New 100 $11K
Hager Investment Management Services, LLC 0.01% No change 100 $11K
Holos Integrated Wealth LLC 0.01% Reduce -83.3% 100 $11K
Kentucky Trust Co 0.01% No change 100 $11K
SWAN Capital LLC 0.01% No change 100 $11K
Hussman Strategic Advisors, Inc. 0.00% No change 100 $11K
Estabrook Capital Management 0.00% No change 100 $11K
Roxbury Financial LLC 0.01% No change 102 $11K
Semmax Financial Advisors Inc. 0.00% No change 100 $10K
Coston, McIsaac & Partners 0.00% New 100 $10K
Garde Capital, Inc. 0.00% New 89 $10K
Sachetta, LLC 0.00% Reduce -1.1% 88 $10K
Fairway Wealth LLC 0.00% Reduce -74.9% 87 $10K
Carolinas Wealth Consulting LLC 0.00% Add +13.0% 87 $10K
New England Capital Financial Advisors LLC 0.00% No change 86 $9K
General Partner, Inc. 0.01% No change 85 $9K
Prudent Man Investment Management, Inc. 0.01% No change 100 $9K
GoalVest Advisory LLC 0.00% New 83 $9K
Kathleen S. Wright Associates Inc. 0.00% No change 78 $9K
Vision Financial Markets LLC 0.01% No change 77 $8K
1248 Management, LLC 0.00% New 75 $8K
NBT Bank, N.A. 0.00% No change 75 $8K
Aspect Partners, LLC 0.00% No change 74 $8K
Morse Asset Management, Inc 0.00% No change 74 $8K
Thompson Investment Management, Inc. 0.00% No change 68 $7K
Red Tortoise LLC 0.00% Add +204.6% 67 $7K
Clark Wealth Partners 0.01% Add +85.7% 65 $7K
CGC Financial Services, LLC 0.00% No change 61 $7K
1 North Wealth Services LLC 0.00% New 60 $7K
Pacifica Partners Inc. 0.00% Reduce -98.5% 60 $7K
Abound Wealth Management 0.00% Reduce -4.8% 59 $6K
Investors Research Corp 0.00% New 56 $6K
True Wealth Design, LLC 0.00% Add +107.4% 56 $6K
Wealth Preservation Advisors, LLC 0.00% — 51 $6K
Curat Global, LLC 0.01% — 50 $5K
Alpine Bank Wealth Management 0.00% — 48 $5K
Ulland Investment Advisors, LLC 0.00% No change 50 $5K
Avion Wealth 0.00% No change 59 $5K
WealthTrak Capital Management LLC 0.00% Add +125.0% 45 $5K
Private Wealth Management Group, LLC 0.00% Reduce -27.4% 45 $5K
Anfield Capital Management, LLC 0.00% No change 42 $5K
Elevation Wealth Partners, LLC 0.00% No change 40 $4K
Cherry Tree Wealth Management, LLC 0.00% No change 38 $4K
Halbert Hargrove Global Advisors, LLC 0.00% New 37 $4K
Greenline Partners, LLC 0.00% New 36 $4K
Mb, Levis & Associates, LLC 0.00% Add +2.9% 35 $4K
Rakuten Securities, Inc. 0.00% Add +255.6% 32 $3K
Redwood Park Advisors LLC 0.00% Add +10.7% 31 $3K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 31 $3K
Medallion Wealth Advisors, LLC 0.00% No change 30 $3K
SJS Investment Consulting Inc. 0.00% Add +38.9% 25 $3K
Darwin Wealth Management, LLC 0.00% No change 29 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +20.0% 24 $3K
Hollencrest Capital Management 0.00% No change 24 $3K
Principia Wealth Advisory, LLC 0.00% Add +78.6% 25 $3K
Barnes Dennig Private Wealth Management LLC 0.00% — 23 $3K
Northwest Capital Management Inc 0.00% No change 23 $3K
Stone House Investment Management, LLC 0.00% New 20 $2K
Core Alternative Capital 0.00% No change 19 $2K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 15 $2K
ROSS\JOHNSON & Associates LLC 0.03% New 18 $2K
Winnacle Wealth LLC 0.00% Add +54.5% 17 $2K
Nvwm, LLC 0.00% No change 16 $2K
Bernard Wealth Management Corp. 0.00% New 15 $2K
Tradewinds Capital Management, LLC 0.00% No change 15 $2K
Kestra Investment Management, LLC 0.00% Reduce -96.3% 14 $2K
Bay Harbor Wealth Management, LLC 0.00% New 12 $1K
Raffa Wealth Management, LLC 0.00% No change 12 $1K
Campbell Capital Management Inc. 0.00% No change 10 $1K
Financial Gravity Asset Management, Inc. 0.00% — 10 $1K
Osterweis Capital Management Inc. 0.00% New 10 $1K
Marshall & Sterling Wealth Advisors Inc. 0.00% New 10 $1K
Picton Mahoney Asset Management 0.00% No change 11 $1K
Capital A Wealth Management, LLC 0.00% Add +133.3% 7 $765
Bear Mountain Capital, Inc. 0.00% New 6 $657
American Capital Advisory, LLC 0.00% New 5 $547
Dogwood Wealth Management LLC 0.00% New 5 $546
CBIZ Investment Advisory Services, LLC 0.00% New 5 $546
HFM Investment Advisors, LLC 0.00% — 4 $438
Legacy Bridge, LLC 0.00% New 3 $340

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