American Electric PowerAEP

13F holders, Q2 2025 (June 30)
1,636holders −34
100new positions
140sold out
11famous investors
$103.75avg. 13F price*

At the end of Q2 2025, 1,636 institutions reported holding American Electric Power (AEP) in their 13F filings, down 34 from Q1 2025. 100 opened new positions and 140 sold out. The largest holders were Vanguard Group Inc. ($5.4B), BlackRock, Inc. ($4.7B) and State Street Corp. ($3.0B). 11 famous investors held it, including Carl Icahn (1.6% of Icahn Capital's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions100$105.6M
Exits140$393.2M

All 13F filers, Q1 2025 → Q2 2025: 26,466,054 shares bought and 30,993,575 shares sold, net −4,527,521 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,636 holders

Vanguard Group Inc. 0.09% Add +0.4% 52,467,779 $5.4B
BlackRock, Inc. 0.09% Add +1.6% 44,866,219 $4.7B
State Street Corp. 0.11% Add +2.4% 28,516,466 $3.0B
GQG Partners LLC 2.96% Add +2.0% 20,033,905 $2.1B
Wellington Management Group LLP 0.33% Reduce -20.1% 17,671,559 $1.8B
Morgan Stanley 0.09% Add +1.3% 14,034,271 $1.5B
Geode Capital Management, LLC 0.10% Add +2.2% 13,352,192 $1.4B
Dodge & Cox 0.56% Reduce -11.5% 9,572,403 $993.2M
Invesco Ltd. 0.14% Add +5.9% 7,802,211 $809.6M
Barclays PLC 0.29% Add +118.9% 6,836,693 $709.4M
Royal Bank of Canada 0.13% Reduce -7.8% 6,452,291 $669.5M
Nuveen, LLC 0.16% Add +5.5% 5,484,029 $569.0M
Bank of America Corp. 0.05% Add +7.6% 5,434,814 $563.9M
Legal & General Group Plc 0.13% Add +5.9% 4,912,388 $509.7M
Alliancebernstein L.P. 0.16% Reduce -3.2% 4,835,308 $501.7M
Ameriprise Financial Inc. 0.12% Add +1.3% 4,799,534 $498.0M
Massachusetts Financial Services Co. 0.16% Reduce -1.1% 4,790,287 $497.0M
Allspring Global Investments Holdings, LLC 0.83% Reduce -1.4% 4,761,213 $497.0M
Northern Trust Corp. 0.07% Reduce -9.2% 4,755,677 $493.4M
Wells Fargo & Company 0.10% Add +3.6% 4,500,857 $467.0M
FMR LLC 0.02% Reduce -19.3% 4,059,758 $421.2M
Soroban Capital Partners LP 4.05% Add +176.3% 4,004,686 $415.5M
Federated Hermes, Inc. 0.75% Add +3.8% 3,830,930 $397.5M
Amundi 0.13% Add +26.1% 3,694,659 $381.5M
Goldman Sachs Group Inc. 0.06% Reduce -13.3% 3,637,324 $377.4M
Bank of New York Mellon Corp 0.07% Reduce -4.2% 3,624,184 $376.0M
Envestnet Asset Management Inc. 0.10% Add +4.5% 3,374,724 $350.2M
Charles Schwab Investment Management Inc. 0.06% Add +1.0% 3,360,043 $348.6M
Raymond James Financial Inc. 0.12% Reduce -1.6% 3,277,519 $340.1M
Lazard Asset Management LLC 0.51% Reduce -50.3% 3,219,058 $334.0M
JPMorgan Chase & Co. 0.02% Add +3.6% 2,704,890 $280.7M
Mitsubishi UFJ Trust & Banking Corp 0.64% Add +4.3% 2,673,814 $277.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +1114.1% 2,651,049 $275.1M
Victory Capital Management Inc. 0.18% Add +170.0% 2,616,014 $270.9M
Zimmer Partners, LP 6.07% Reduce -21.4% 2,553,932 $265.0M
UBS Group AG 0.05% Reduce -31.5% 2,418,151 $250.9M
Citigroup Inc. 0.15% Add +135.8% 2,081,839 $216.0M
California Public Employees Retirement System 0.13% Reduce -15.6% 2,008,597 $208.4M
Macquarie Group Ltd. 0.25% Reduce -5.7% 1,992,792 $206.8M
First Trust Advisors LP 0.16% Reduce -3.4% 1,969,942 $204.4M
Bank of Montreal 0.10% Reduce -4.3% 1,934,640 $200.7M
HighTower Advisors, LLC 0.25% Add +0.2% 1,910,288 $198.2M
National Pension Service 0.17% Add +22.8% 1,894,580 $196.6M
Marshall Wace, LLP 0.24% Reduce -11.3% 1,890,177 $196.1M
Bessemer Group Inc. 0.30% Reduce -0.1% 1,763,020 $182.9M
Dimensional Fund Advisors LP 0.04% Add +0.9% 1,674,476 $173.7M
Swiss National Bank 0.10% Add +7.6% 1,616,500 $167.7M
Citadel Advisors 0.14% Reduce -55.9% 1,579,144 $163.9M
Deutsche Bank AG 0.06% Add +39.7% 1,519,751 $157.7M
Capital Research Global Investors 0.03% Add +0.7% 1,462,997 $151.8M
Sumitomo Mitsui Trust Group, Inc. 0.09% Add +2.7% 1,382,321 $143.4M
Franklin Resources Inc. 0.04% Reduce -4.3% 1,375,712 $142.7M
HSBC Holdings PLC 0.09% Add +15.2% 1,299,883 $134.4M
Two Sigma Advisers, LP 0.27% Add +74.0% 1,282,900 $133.1M
National Bank of Canada 0.14% Reduce -27.2% 1,269,576 $131.7M
LPL Financial LLC 0.04% Add +8.3% 1,259,311 $130.7M
Assenagon Asset Management S.A. 0.20% Add +318.8% 1,244,640 $129.1M
Icahn Capital 1.59% No change 1,205,300 $125.1M
Crawford Investment Counsel Inc. 2.18% Reduce -1.9% 1,200,718 $124.6M
Russell Investments Group, Ltd. 0.16% Reduce -1.5% 1,194,437 $123.9M
Johnson Investment Counsel Inc. 1.09% Add +3.1% 1,169,737 $121.4M
AQR Capital Management 0.10% Add +13.4% 1,185,058 $121.3M
ANTIPODES PARTNERS Ltd 3.64% Reduce -12.5% 1,131,459 $117.4M
Huntington National Bank 1.00% Add +5.0% 1,106,134 $114.8M
Two Sigma Investments, LP 0.22% Add +8.1% 1,105,511 $114.7M
Energy Income Partners, LLC 2.22% Reduce -8.5% 1,092,757 $113.4M
Mawer Investment Management Ltd. 0.57% Reduce -6.5% 1,088,876 $113.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.09% Add +6.4% 1,060,139 $110.0M
Chevy Chase Trust Holdings, LLC 0.32% Add +4.5% 1,044,695 $108.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.57% Add +1.3% 1,029,774 $106.8M
Stifel Financial Corp. 0.10% Reduce -1.9% 953,795 $99.0M
Jennison Associates LLC 0.06% Reduce -22.7% 922,578 $95.7M
Rhumbline Advisers 0.08% Reduce -0.6% 913,739 $94.8M
ProShare Advisors LLC 0.17% Add +6.7% 831,349 $86.3M
Empower Advisory Group, LLC 0.26% Add +3.3% 824,135 $85.5M
T. Rowe Price Associates Inc. 0.01% Add +0.5% 778,293 $80.8M
Zacks Investment Management 0.69% Add +1.1% 775,752 $80.5M
Epoch Investment Partners, Inc. 0.42% Reduce -4.3% 775,100 $80.4M
Millennium Management 0.07% Add +184.8% 764,599 $79.3M
Duff & Phelps Investment Management Co. 0.93% No change 762,162 $79.1M
Manufacturers Life Insurance Company, The 0.07% Reduce -1.3% 749,208 $77.7M
T. Rowe Price Investment Management, Inc. 0.05% Add +1.6% 718,172 $74.5M
BNP Paribas Financial Markets 0.06% Reduce -34.8% 710,793 $73.8M
M&T Bank Corp 0.25% Add +4.9% 694,026 $72.0M
Alpha Cubed Investments, LLC 2.59% Add +12.2% 658,938 $68.4M
Principal Financial Group Inc. 0.04% Add +6.4% 651,885 $67.6M
Baird Financial Group, Inc. 0.12% Reduce -0.0% 651,589 $67.6M
Commerce Bank 0.40% Add +30.0% 646,119 $67.0M
California State Teachers Retirement System 0.07% Add +1.8% 643,249 $66.7M
First Financial Bankshares Inc 1.46% Add +1.2% 628,939 $65.3M
Gabelli Funds LLC 0.46% Reduce -1.9% 616,450 $64.0M
Prudential Financial Inc. 0.08% Reduce -14.3% 614,319 $63.7M
Worldquant Millennium Advisors LLC 0.31% Reduce -26.7% 605,651 $62.8M
Ferguson Wellman Capital Management, Inc. 1.02% Add +10.9% 559,775 $58.1M
New York State Common Retirement Fund 0.08% Reduce -0.1% 553,181 $57.4M
D. E. Shaw & Co. 0.06% Add +515.4% 534,234 $55.4M
Bollard Group LLC 1.26% Add +12.4% 529,741 $55.0M
Neuberger Berman Group LLC 0.04% Reduce -0.9% 505,265 $52.4M
Burkehill Global Management, LP 3.83% Reduce -54.5% 500,000 $51.9M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.46% Add +0.2% 497,091 $51.6M
PNC Financial Services Group, Inc. 0.03% Reduce -9.7% 494,740 $51.3M
State Board of Administration of Florida Retirement System 0.09% Add +1.1% 492,577 $51.1M
Mackenzie Financial Corp. 0.07% Add +18.5% 488,729 $50.7M
Sei Investments Co. 0.06% Add +2.8% 484,948 $50.3M
Vaughan David Investments LLC 1.11% Add +0.6% 480,817 $49.9M
Mariner, LLC 0.07% Add +3.0% 472,103 $49.0M
Yaupon Capital Management LP 3.17% Reduce -49.1% 457,880 $47.5M
Natixis Advisors, LLC 0.07% Reduce -1.0% 438,164 $45.5M
Canada Pension Plan Investment Board 0.04% Reduce -66.3% 424,588 $44.1M
Wealth Enhancement Advisory Services, LLC 0.07% Add +18.6% 421,794 $43.8M
Capital Fund Management S.A. 0.48% Add +49.7% 420,418 $43.6M
New York State Teachers Retirement System 0.09% Reduce -11.2% 419,422 $43.5M
ING Groep NV 0.26% Add +20.4% 419,370 $43.5M
STRS Ohio 0.16% Reduce -17.2% 411,772 $42.7M
Treasurer of the State of North Carolina 0.14% Add +36.7% 410,669 $42.6M
ZWJ Investment Counsel Inc. 1.54% Reduce -7.5% 400,112 $41.5M
Nexus Investment Management ULC 6.12% Reduce -0.5% 394,407 $40.9M
Qube Research & Technologies Ltd 0.06% Add +139.7% 392,385 $40.7M
Eastern Bank 0.76% Add +4.3% 386,961 $40.2M
Toronto Dominion Bank 0.08% Add +76.4% 372,418 $38.6M
Old Republic International Corp. 1.50% No change 369,300 $38.3M
Gateway Investment Advisers LLC 0.42% Reduce -5.3% 368,526 $38.2M
Aberdeen Group plc 0.07% Add +6.4% 368,409 $38.2M
Cibc World Markets Corp. 0.24% Add +4.7% 355,254 $36.9M
Ensign Peak Advisors, Inc 0.06% Reduce -19.8% 346,478 $36.0M
Squarepoint Ops LLC 0.08% Add +2282.8% 341,163 $35.4M
Commonwealth Equity Services, LLC 0.05% Reduce -7.9% 331,760 $34.4M
Scotia Capital Inc. 0.16% Add +30.5% 331,342 $34.4M
Pictet Asset Management Holding SA 0.03% Add +63.9% 328,736 $34.1M
Guggenheim Capital LLC 0.28% Reduce -1.0% 327,250 $34.0M
Cibc World Market Inc. 0.07% Reduce -19.6% 326,290 $33.9M
Korea Investment CORP 0.07% Reduce -2.7% 322,842 $33.5M
Cambiar Investors LLC 1.40% Reduce -3.9% 320,877 $33.3M
Magellan Asset Management Ltd 0.38% Add +9.7% 319,218 $33.1M
CIBC Asset Management Inc 0.10% Add +8.6% 312,405 $32.4M
GW Henssler & Associates Ltd. 1.71% Add +1.6% 308,595 $32.0M
State of Wisconsin Investment Board 0.08% Add +2.9% 307,967 $32.0M
Truist Financial Corp. 0.05% Add +0.3% 306,111 $31.8M
Creative Planning 0.03% Add +1.5% 302,475 $31.4M
Nomura Asset Management Co. Ltd. 0.09% Add +45.8% 301,513 $31.3M
TD Asset Management Inc 0.03% Add +2.1% 300,918 $31.2M
Stack Financial Management, Inc 2.67% Reduce -1.6% 291,369 $30.2M
Hudson Bay Capital Management LP 0.22% Add +64.1% 290,100 $30.1M
Osaic Holdings, Inc. 0.05% Add +4.0% 282,250 $29.3M
CANADA LIFE ASSURANCE Co 0.05% Add +1.6% 275,674 $28.6M
Regions Financial Corp. 0.19% Add +2.8% 269,850 $28.0M
Rockefeller Capital Management L.P. 0.06% Add +11.9% 267,629 $27.8M
Mizuho Markets Americas LLC 0.86% No change 250,000 $25.9M
Ghisallo Capital Management LLC 0.69% Reduce -82.2% 250,000 $25.9M
Allianz Asset Management GmbH 0.03% Reduce -55.0% 248,782 $25.8M
American Century Companies Inc. 0.01% Reduce -7.8% 245,110 $25.4M
Cullen/Frost Bankers, Inc. 0.32% Add +1.8% 243,980 $25.3M
FUKOKU MUTUAL LIFE INSURANCE Co 1.59% No change 241,226 $25.0M
Fifth Third Bancorp 0.08% Add +8.5% 236,504 $24.5M
Janney Montgomery Scott LLC 0.06% Add +4.8% 235,936 $24.5M
Public Employees Retirement System of Ohio 0.08% Add +5.8% 235,701 $24.5M
Voloridge Investment Management, LLC 0.09% Add +3719.9% 229,272 $23.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Add +21.6% 225,714 $23.4M
US Bancorp \de 0.03% Reduce -0.6% 225,664 $23.4M
State of Tennessee, Department of Treasury 0.08% Add +1.3% 223,163 $23.2M
Heathbridge Capital Management Ltd. 9.27% Reduce -1.4% 222,350 $23.1M
Asset Management One Co., Ltd. 0.07% Add +1.7% 218,593 $22.7M
Northwest & Ethical Investments L.P. 0.56% Add +3.4% 217,874 $22.6M
Systematic Alpha Investments, LLC 0.80% No change 217,000 $22.5M
Cetera Investment Advisers 0.04% Add +2.1% 213,247 $22.1M
&partners 0.17% Add +127.9% 209,440 $21.8M
Healthcare of Ontario Pension Plan Trust Fund 0.04% Reduce -73.8% 205,031 $21.3M
Daiwa Securities Group Inc. 0.08% Reduce -3.4% 204,880 $21.3M
Willis Investment Counsel 1.23% Add +13.4% 202,900 $21.1M
Mn Services Vermogensbeheer B.V. 0.14% Add +113.3% 199,600 $20.7M
Godsey & Gibb, Inc. 1.88% Add +1.8% 193,387 $20.1M
Matrix Asset Advisors Inc. 2.00% Reduce -16.9% 190,857 $19.8M
Swiss Life Asset Management Ltd 0.12% Add +3.0% 189,958 $19.7M
Mirae Asset Global Investments Co., Ltd. 0.07% Add +4.1% 185,534 $19.3M
Resona Asset Management Co.,Ltd. 0.09% Add +3.7% 185,753 $19.2M
Van Eck Associates Corp. 0.02% Add +9.5% 184,976 $19.2M
Martingale Asset Management L P 0.47% Reduce -0.7% 183,954 $19.1M
Verition Fund Management LLC 0.11% Reduce -63.4% 183,006 $19.0M
State of New Jersey Common Pension Fund D 0.07% No change 182,261 $18.9M
NEOS Investment Management LLC 0.23% Add +49.3% 177,818 $18.5M
Rafferty Asset Management, LLC 0.06% Add +2.6% 173,161 $18.0M
Quantinno Capital Management LP 0.08% Add +14.1% 170,667 $17.7M
Comerica Bank 0.07% Add +0.3% 169,881 $17.6M
Forsta Ap-Fonden 0.11% Add +3.6% 166,000 $17.2M
AE Wealth Management LLC 0.12% Reduce -12.3% 164,119 $17.0M
Jupiter Asset Management Ltd. 0.14% New 162,373 $16.8M
MML Investors Services, LLC 0.05% Add +3.9% 157,141 $16.3M
Arizona State Retirement System 0.09% Reduce -0.1% 156,076 $16.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +13.9% 154,164 $16.0M
Seven Grand Managers, LLC 1.87% No change 150,000 $15.6M
GF Fund Management Co. LTD. 0.31% Reduce -11.9% 149,637 $15.5M
Allen Mooney & Barnes Investment Advisors LLC 2.54% Add +0.4% 148,889 $15.4M
Cambridge Investment Research Advisors, Inc. 0.05% Add +5.3% 148,406 $15.4M
QRG Capital Management, Inc. 0.13% Reduce -15.5% 147,148 $15.3M
Mercer Global Advisors Inc. 0.03% Reduce -16.2% 146,903 $15.2M
Corient Private Wealth LP 0.02% Reduce -0.3% 146,423 $15.2M
State of Michigan Retirement System 0.08% Add +0.4% 145,258 $15.1M
O'shaughnessy Asset Management, LLC 0.10% Add +15.7% 142,776 $14.8M
Employees Retirement System of Texas 0.14% No change 141,935 $14.7M
Randolph Co Inc 1.50% Add +295.5% 141,100 $14.6M
Calamos Advisors LLC 0.09% No change 140,708 $14.6M
Capital Analysts, LLC 0.47% Add +4.7% 136,529 $14.2M
Nissay Asset Management Corp. /Japan 0.08% Add +3.8% 135,431 $14.1M
Man Group plc 0.03% Reduce -7.7% 133,346 $13.8M
DekaBank Deutsche Girozentrale 0.02% Add +2.8% 131,773 $13.6M
Czech National Bank 0.11% Add +6.6% 130,576 $13.5M
F&V Capital Management, LLC 3.45% Reduce -0.6% 130,257 $13.5M
Haverford Trust Co 0.13% Reduce -2.0% 129,155 $13.4M
Brookstone Capital Management 0.18% Add +2.0% 128,768 $13.4M
Jones Financial Companies LLLP 0.01% Add +26.7% 129,103 $13.2M
Bokf, NA 0.21% Reduce -2.5% 126,504 $13.1M
Andra AP-fonden 0.18% Add +513.6% 125,626 $13.0M
Silvercrest Asset Management Group LLC 0.09% Reduce -23.2% 123,301 $12.8M
Edgemoor Investment Advisors, Inc. 1.11% Reduce -3.0% 123,004 $12.8M
Susquehanna International Group, LLP 0.02% Add +30.2% 119,505 $12.4M
Stephens Inc. 0.17% Reduce -0.9% 119,450 $12.4M
IFM Investors Pty Ltd 0.12% Add +7.2% 118,185 $12.3M
Cerity Partners LLC 0.02% Add +11.9% 115,813 $12.0M
Retirement Systems of Alabama 0.04% Add +0.0% 114,629 $11.9M
Advisory Research Inc. 1.81% Add +15.8% 113,717 $11.8M
Viking Fund Management LLC 1.57% No change 110,000 $11.4M
Public Sector Pension Investment Board 0.05% Reduce -22.9% 109,935 $11.4M
Bank of Nova Scotia 0.02% Add +30.6% 109,471 $11.4M
U.S. Capital Wealth Advisors, LLC 0.33% Add +12.8% 108,491 $11.3M
Voya Investment Management LLC 0.01% Reduce -0.6% 107,058 $11.1M
Wealthfront Advisers LLC 0.03% Add +7.6% 106,953 $11.1M
Amalgamated Bank 0.08% Add +0.6% 105,574 $11.0M
RWC Asset Management LLP 0.70% Reduce -0.2% 104,703 $10.9M
Pinnacle Financial Partners Inc 0.22% Add +0.1% 102,266 $10.6M
Sequoia Financial Advisors, LLC 0.07% Add +9.9% 101,932 $10.6M
Skba Capital Management LLC 1.52% Add +0.2% 101,540 $10.5M
Illinois Municipal Retirement Fund 0.14% Reduce -17.2% 100,356 $10.4M
Pacer Advisors, Inc. 0.03% Add +47.2% 96,059 $10.0M
Captrust Financial Advisors 0.02% Add +0.8% 94,685 $9.8M
Teacher Retirement System of Texas 0.04% Reduce -50.9% 93,567 $9.7M
Lockheed Martin Investment Management Co. 0.35% New 92,700 $9.6M
Investment Management Corp of Ontario 0.14% Add +2.7% 92,556 $9.6M
Whittier Trust Co. 0.11% Add +7.1% 91,373 $9.5M
Steward Partners Investment Advisory, LLC 0.07% Add +49.9% 90,993 $9.4M
Midwest Trust Co 0.13% — 90,660 $9.4M
First National Trust Co 0.34% Reduce -0.1% 88,235 $9.2M
Utah Retirement Systems 0.10% Reduce -0.3% 87,908 $9.1M
First American Bank 0.62% Add +0.3% 86,687 $9.0M
Sagefield Capital LP 1.25% Add +5.3% 85,821 $8.9M
Xponance LLC 0.07% Add +15.4% 85,043 $8.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -17.5% 84,011 $8.7M
USS Investment Management Ltd 0.05% Add +13.7% 81,975 $8.5M
Yousif Capital Management, LLC 0.09% Reduce -1.2% 81,449 $8.5M
Police & Firemen's Retirement System of New Jersey 0.08% Add +5.1% 81,305 $8.4M
Atria Investments, Inc 0.10% Reduce -7.5% 80,390 $8.3M
Stolper Co 2.73% New 80,006 $8.3M
AXA S.A. 0.02% Add +95.7% 79,111 $8.2M
TD Private Client Wealth LLC 0.20% Add +5.3% 78,517 $8.1M
Vanguard Personalized Indexing Management, LLC 0.09% Add +27.4% 78,107 $8.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.06% No change 77,900 $8.1M
Argent Trust Co 0.30% Add +1.3% 77,447 $8.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Add +6.7% 76,929 $8.0M
Goelzer Investment Management, Inc. 0.43% Reduce -0.6% 76,147 $7.9M
SteelPeak Wealth, LLC 0.30% New 74,422 $7.7M
Salem Investment Counselors Inc. 0.24% Reduce -0.8% 73,102 $7.6M
New York Life Investment Management LLC 0.07% Add +1.9% 72,700 $7.5M
Eastover Investment Advisors LLC 3.37% Add +1.2% 72,530 $7.5M
CIBC Private Wealth Group LLC 0.01% Add +4.8% 72,437 $7.5M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.3% 70,834 $7.3M
Wesbanco Bank Inc. 0.21% Reduce -2.4% 69,236 $7.2M
Tocqueville Asset Management L.P. 0.11% Reduce -0.4% 68,294 $7.1M
Venture Visionary Partners LLC 0.27% Add +7.3% 68,233 $7.1M
Empowered Funds, LLC 0.08% Add +35.6% 68,045 $7.1M
Slocum, Gordon & Co LLP 5.63% Reduce -2.6% 67,385 $7.0M
Louisiana State Employees Retirement System 0.13% Reduce -0.6% 67,300 $7.0M
Profund Advisors LLC 0.25% Add +19.7% 66,590 $6.9M
Soltis Investment Advisors LLC 0.54% Add +6.9% 66,576 $6.9M
Meyer Handelman Co. 0.23% Reduce -2.3% 66,186 $6.9M
Oppenheimer Asset Management Inc. 0.08% Add +63.3% 66,097 $6.9M
Zions Bancorporation, National Association 0.36% Add +0.1% 64,317 $6.7M
Farmers & Merchants Investments Inc. 0.19% Reduce -3.0% 63,486 $6.6M
Shelton Capital Management 0.15% Reduce -2.4% 63,251 $6.6M
Carret Asset Management, LLC 0.70% Reduce -1.3% 63,006 $6.5M
Schroder Investment Management Group 0.01% Reduce -1.6% 62,543 $6.5M
LSV Asset Management 0.02% Reduce -18.7% 62,200 $6.5M
Sand Hill Global Advisors, LLC 0.24% Add +3.0% 61,951 $6.4M
DAVENPORT & Co LLC 0.04% Add +4.2% 61,889 $6.4M
Mutual of America Capital Management LLC 0.07% Reduce -1.2% 61,252 $6.4M
BTG Pactual Asset Management US LLC 0.86% New 61,235 $6.4M
Hudson Edge Investment Partners Inc. 1.09% Add +2.3% 61,153 $6.3M
American Assets Investment Management, LLC 0.50% No change 60,000 $6.2M
Hollow Brook Wealth Management LLC 1.82% Reduce -0.1% 59,985 $6.2M
State of Alaska, Department of Revenue 0.07% Reduce -4.0% 59,960 $6.2M
Telos Capital Management, Inc. 0.63% Reduce -0.4% 59,753 $6.2M
Pathstone Holdings, LLC 0.02% Add +4.4% 59,748 $6.2M
MassMutual Private Wealth & Trust, FSB 0.16% Add +0.7% 59,526 $6.2M
iA Global Asset Management Inc. 0.09% Reduce -1.6% 59,158 $6.1M
Beaumont Financial Advisors, LLC 0.44% Add +0.7% 58,881 $6.1M
Private Advisor Group, LLC 0.03% Add +6.5% 58,814 $6.1M
Avantax Advisory Services, Inc. 0.03% Add +0.1% 57,923 $6.0M
Woodline Partners LP 0.03% Reduce -23.0% 57,783 $6.0M
Nomura Holdings Inc. 0.05% Add +126.1% 56,852 $5.9M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.8% 56,331 $5.8M
Kestra Advisory Services, LLC 0.03% Add +11.6% 55,938 $5.8M
Nisa Investment Advisors, LLC 0.03% Reduce -3.0% 55,933 $5.8M
Agf Management Ltd. 0.03% Add +23.7% 55,918 $5.8M
Dakota Wealth Management 0.12% Reduce -2.0% 55,413 $5.7M
Ellsworth Advisors, LLC 1.38% Add +1.1% 54,610 $5.7M
AlTi Global, Inc. 0.14% Add +0.1% 53,578 $5.6M
Highland Capital Management, LLC 0.30% No change 53,803 $5.6M
Capital Investment Advisors, LLC 0.10% Reduce -2.5% 53,772 $5.6M
SG Americas Securities, LLC 0.02% Reduce -65.7% 52,378 $5.4M
Gryphon Financial Partners LLC 0.71% Add +389.3% 52,139 $5.4M
Oppenheimer & Co. Inc. 0.07% Reduce -9.0% 51,907 $5.4M
Orion Porfolio Solutions, LLC 0.05% Add +5.3% 51,906 $5.4M
Bearing Point Capital, LLC 0.98% Add +4.2% 51,263 $5.3M
Kestra Private Wealth Services, LLC 0.08% Add +10.5% 51,101 $5.3M
TrueMark Investments, LLC 1.14% Add +8.6% 50,975 $5.3M
Hohimer Wealth Management, LLC 0.94% Reduce -0.3% 50,606 $5.3M
Merit Financial Group, LLC 0.06% Add +211.4% 50,295 $5.2M
Vestcor Inc 0.16% Reduce -5.7% 50,032 $5.2M
Motco 0.48% Reduce -3.0% 44,692 $5.1M
Metis Global Partners, LLC 0.13% Add +6.9% 48,191 $5.0M
Keybank National Association 0.02% Reduce -2.0% 48,031 $5.0M
Norinchukin Bank, The 0.07% Add +26.5% 47,846 $5.0M
RBA Wealth Management, LLC 1.85% Add +1.6% 47,825 $5.0M
HB Wealth Management, LLC 0.04% Add +2.2% 47,691 $4.9M
Janus Henderson Group PLC 0.00% Reduce -42.1% 47,680 $4.9M
Blair William & Co. 0.01% Add +22.2% 47,628 $4.9M
Providence Capital Advisors, LLC 0.89% Add +11.8% 46,619 $4.8M
KBC Group NV 0.01% No change 46,207 $4.8M
Focus Partners Wealth 0.01% Add +2.1% 46,141 $4.8M
Oregon Public Employees Retirement Fund 0.08% Add +0.7% 46,103 $4.8M
Trajan Wealth LLC 0.23% Add +0.7% 46,010 $4.8M
Ledyard National Bank 0.44% New 45,347 $4.7M
Guardian Partners Inc. 0.42% Reduce -5.0% 44,740 $4.7M
James Investment Research, Inc. 0.56% Add +44.6% 45,089 $4.7M
Pittenger & Anderson Inc. 0.17% Add +2.3% 44,830 $4.7M
Dean Investment Associates, LLC 0.67% Add +2.1% 43,663 $4.5M
Hennion & Walsh Asset Management, Inc. 0.18% Add +24.5% 43,481 $4.5M
MAI Capital Management 0.03% Add +0.8% 43,196 $4.5M
Los Angeles Capital Management LLC 0.02% Reduce -84.4% 42,794 $4.4M
Advisors Management Group Inc. 0.84% Reduce -1.2% 42,784 $4.4M
Romano Brothers and Company 0.55% Reduce -3.9% 42,617 $4.4M
UniSuper Management Pty Ltd 0.03% Reduce -0.6% 42,169 $4.4M
Y-Intercept (Hong Kong) Ltd 0.11% New 42,121 $4.4M
D.A. Davidson & Co. 0.03% Add +5.4% 41,934 $4.4M
Teachers Retirement System of the State of Kentucky 0.04% Add +1.6% 41,772 $4.3M
Lido Advisors, LLC 0.02% Add +6.9% 41,297 $4.3M
Valley Wealth Managers, Inc. 0.31% Add +0.8% 41,169 $4.3M
Howard Capital Management, LLC 0.06% Add +175.3% 41,139 $4.3M
MainStreet Investment Advisors LLC 0.59% Add +1.4% 40,937 $4.2M
NorthCoast Asset Management LLC 0.02% Reduce -3.4% 40,746 $4.2M
J.W. Cole Advisors, Inc. 0.09% Add +14.3% 40,639 $4.2M
Axxcess Wealth Management, LLC 0.10% Reduce -3.6% 40,635 $4.2M
Hendley & Co. Inc. 1.47% Add +0.1% 40,593 $4.2M
Capital City Trust Co. 1.07% Add +1.4% 39,713 $4.1M
Community Bank, N.A. 0.54% Add +1.7% 39,405 $4.1M
Morton Community Bank 1.00% Add +3.4% 38,665 $4.0M
Assetmark, Inc. 0.01% Add +7.6% 38,477 $4.0M
Alpha Omega Wealth Management LLC 0.71% Reduce -1.7% 38,155 $4.0M
Mesirow Financial Investment Management, Inc. 0.08% Reduce -0.1% 37,994 $3.9M
Federation des caisses Desjardins du Quebec 0.02% Reduce -0.0% 37,680 $3.9M
Brookfield Corp 0.00% No change 37,490 $3.9M
CoreCap Advisors, LLC 0.16% Add +5.2% 37,192 $3.9M
Concurrent Investment Advisors, LLC 0.07% Add +6.9% 36,935 $3.8M
Mizuho Securities USA LLC 0.08% — 36,926 $3.8M
Tema ETFs LLC 1.02% Add +34.8% 36,909 $3.8M
Peapack Gladstone Financial Corp. 0.05% Reduce -22.1% 36,662 $3.8M
Independent Advisor Alliance 0.11% Reduce -5.3% 36,307 $3.8M
Jeppson Wealth Management, LLC 1.30% Reduce -0.5% 36,255 $3.8M
Allen Capital Group, LLC 0.39% Add +6.4% 36,173 $3.8M
NewEdge Advisors, LLC 0.02% Reduce -13.8% 35,748 $3.7M
North Star Investment Management Corp. 0.25% Reduce -1.1% 35,206 $3.7M
Arkadios Wealth Advisors 0.11% Add +1.6% 34,772 $3.6M
Pinnacle Associates Ltd. 0.05% Reduce -8.4% 34,708 $3.6M
SpringVest Wealth Management LLC 2.90% Add +0.0% 34,478 $3.6M
Cary Street Partners Financial LLC 0.10% Reduce -4.4% 34,309 $3.6M
Kentucky Retirement Systems 0.10% Reduce -6.2% 34,143 $3.5M
New England Asset Management Inc. 0.57% Add +0.7% 34,045 $3.5M
Principle Wealth Partners LLC 0.22% Reduce -4.0% 33,844 $3.5M
Ontario Teachers Pension Plan Board 0.07% Add +43.3% 33,680 $3.5M
Envestnet Portfolio Solutions, Inc. 0.01% Add +0.7% 33,652 $3.5M
Joseph Group Capital Management 1.17% Add +8.9% 33,560 $3.5M
Jain Global LLC 0.06% Reduce -56.4% 33,466 $3.5M
Allworth Financial LP 0.02% Add +105.9% 33,396 $3.5M
Exencial Wealth Advisors, LLC 0.12% Reduce -5.1% 33,227 $3.4M
Integrated Wealth Concepts LLC 0.03% Add +9.3% 33,206 $3.4M
Oxbow Advisors, LLC 0.38% Add +3.6% 33,116 $3.4M
Prime Capital Investment Advisors, LLC 0.05% Reduce -23.2% 33,066 $3.4M
Tiaa Trust, National Association 0.01% Reduce -1.9% 32,650 $3.4M
Intech Investment Management LLC 0.03% Reduce -21.6% 32,332 $3.4M
Hartford Investment Management Co. 0.11% Reduce -0.9% 32,231 $3.3M
Signet Financial Management, LLC 0.42% New 32,016 $3.3M
Patrick Mauro Investment Advisor, INC. 1.85% Reduce -11.0% 35,480 $3.3M
Whittier Trust Co. of Nevada Inc. 0.07% Add +1.6% 31,482 $3.3M
Elo Mutual Pension Insurance Co 0.07% Add +17.9% 31,424 $3.3M
Mainstay Capital Management LLC 0.16% Add +103.7% 31,338 $3.3M
Park Avenue Securities LLC 0.03% Reduce -4.8% 31,302 $3.2M
Ascent Group, LLC 0.13% Add +1.7% 31,183 $3.2M
WINTON GROUP Ltd 0.16% New 30,654 $3.2M
Rockline Wealth Management, LLC 0.75% Add +1.4% 30,596 $3.2M
Eliot Finkel Investment Counsel, LLC 2.04% Reduce -2.7% 30,504 $3.2M
Regal Investment Advisors LLC 0.24% Add +0.6% 30,412 $3.2M
Harvest Fund Management Co., Ltd 0.15% Reduce -13.4% 30,333 $3.1M
Summit Financial, LLC 0.07% Reduce -4.9% 30,310 $3.1M
Enhancing Capital LLC 2.40% No change 30,300 $3.1M
Holocene Advisors, LP 0.01% New 30,241 $3.1M
Jump Financial, LLC 0.04% Reduce -81.6% 29,956 $3.1M
Hantz Financial Services, Inc. 0.05% Reduce -2.7% 29,753 $3.1M
Cypress Capital Group 0.38% Reduce -1.8% 29,691 $3.1M
USA Financial Formulas 0.52% New 29,331 $3.0M
Snowden Capital Advisors LLC 0.09% Reduce -6.6% 29,170 $3.0M
Smith Salley Wealth Management 0.17% Add +3.1% 29,148 $3.0M
Cwm, LLC 0.01% Add +22.8% 29,062 $3.0M
Seascape Capital Management 0.95% Add +6.5% 29,025 $3.0M
Aquatic Capital Management LLC 0.06% Reduce -70.1% 28,199 $2.9M
Thrivent Financial for Lutherans 0.01% Add +0.4% 28,030 $2.9M
Nordea Investment Management AB 0.00% Add +2.2% 28,166 $2.9M
Securian Asset Management, Inc. 0.08% Reduce -1.5% 27,809 $2.9M
UMB Bank, n.a. 0.04% Reduce -9.2% 27,751 $2.9M
Edgestream Partners, L.P. 0.08% New 27,525 $2.9M
Gulf International Bank (UK) Ltd 0.10% Reduce -12.7% 27,218 $2.8M
Simmons Bank 0.20% Reduce -3.1% 27,158 $2.8M
Natixis 0.01% Reduce -78.1% 27,087 $2.8M
First Bank & Trust 0.50% Reduce -0.1% 26,985 $2.8M
1ST Source Bank 0.15% Add +1.7% 26,881 $2.8M
Boston Partners 0.00% Reduce -97.1% 26,835 $2.8M
Whalerock Point Partners, LLC 0.62% No change 26,691 $2.8M
Granite Group Advisors, LLC 1.66% Reduce -0.3% 26,626 $2.8M
Prospera Financial Services Inc 0.05% Reduce -27.0% 26,536 $2.8M
Strategic Advisors LLC 0.54% No change 26,518 $2.8M
Royal London Asset Management Ltd. 0.01% No change 26,430 $2.7M
1832 Asset Management L.P. 0.00% Add +39.9% 26,340 $2.7M
Tudor Investment Corporation 0.02% New 26,270 $2.7M
Kingsview Wealth Management, LLC 0.05% Add +18.1% 26,262 $2.7M
Apollon Wealth Management, LLC 0.05% Add +9.0% 26,240 $2.7M
HBW Advisory Services LLC 0.33% Reduce -8.8% 26,182 $2.7M
Maryland State Retirement & Pension System 0.06% Add +5.5% 26,003 $2.7M
Citizens National Bank Trust Department 0.54% Reduce -1.0% 25,967 $2.7M
First Pacific Financial 0.39% New 25,780 $2.7M
NorthCrest Asset Manangement, LLC 0.07% Reduce -0.9% 25,641 $2.7M
Savant Capital, LLC 0.02% Add +7.0% 25,578 $2.7M
Brown Advisory Inc. 0.00% Add +15.6% 25,350 $2.6M
Strategic Blueprint, LLC 0.13% Add +3.1% 25,308 $2.6M
Tokio Marine Asset Management Co. Ltd. 0.10% Add +3.3% 25,190 $2.6M
Kentucky Farm Bureau Mutual Insurance Co 0.55% No change 25,000 $2.6M
New Mexico Educational Retirement Board 0.08% No change 24,838 $2.6M
PFG Investments, LLC 0.15% Add +0.4% 24,740 $2.6M
Fiduciary Trust Co 0.03% Reduce -22.1% 24,594 $2.6M
Daiichi Life Insurance Co., Ltd. 0.07% Add +17.5% 24,495 $2.5M
Nebula Research & Development LLC 0.22% Reduce -42.5% 24,434 $2.5M
First Horizon Advisors, Inc. 0.07% Reduce -6.3% 24,283 $2.5M
DRW Securities, LLC 0.17% Add +557.4% 24,000 $2.5M
Atria Wealth Solutions, Inc. 0.06% Reduce -27.7% 23,798 $2.5M
Miller Howard Investments Inc. 0.08% Add +5.7% 23,439 $2.4M
Advanced Asset Management Advisors Inc 0.65% No change 23,225 $2.4M
Sound View Wealth Advisors Group, LLC 0.18% Add +6.0% 23,072 $2.4M
Vectors Research Management, LLC 0.81% Reduce -1.1% 22,672 $2.4M
GAMMA Investing LLC 0.15% Add +14.8% 22,584 $2.3M
Ameritas Investment Partners, Inc. 0.07% Add +0.3% 22,580 $2.3M
Bleakley Financial Group, LLC 0.06% Add +6.9% 22,415 $2.3M
Stamos Capital Partners, L.P. 0.41% Add +23.2% 22,232 $2.3M
AMG National Trust Bank 0.06% Add +0.7% 22,142 $2.3M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -40.7% 22,050 $2.3M
TFG Advisers LLC 0.78% Add +0.6% 22,026 $2.3M
Stratos Wealth Partners, LTD. 0.03% Reduce -1.1% 21,961 $2.3M
Wedbush Securities Inc. 0.08% Add +4.5% 21,900 $2.3M
Geneos Wealth Management Inc. 0.06% Add +82.7% 21,854 $2.3M
Advisors Asset Management, Inc. 0.04% Reduce -1.9% 21,820 $2.3M
Waverly Advisors, LLC 0.02% Add +12.7% 21,770 $2.3M
Vise Technologies, Inc. 0.09% — 21,758 $2.3M
Renaissance Technologies 0.00% Reduce -64.5% 21,669 $2.2M
Pathway Financial Advisers, LLC 0.73% Add +3.1% 21,616 $2.2M
HighPoint Advisor Group LLC 0.12% Add +0.6% 21,275 $2.2M
Investment Partners, LTD. 0.83% Reduce -0.9% 21,130 $2.2M
RD Lewis Holdings, Inc. 2.20% Add +4.0% 19,173 $2.2M
Choreo, LLC 0.03% Reduce -0.5% 21,010 $2.2M
United Capital Financial Advisors, LLC 0.02% Add +9.3% 20,940 $2.2M
Clearbridge Investments, LLC 0.00% Reduce -0.1% 20,537 $2.1M
Landscape Capital Management, L.L.C. 0.17% Add +862.9% 20,491 $2.1M
Vident Advisory, LLC 0.02% Add +1.9% 20,456 $2.1M
Crossmark Global Holdings, Inc. 0.03% Reduce -5.8% 20,412 $2.1M
Berkshire Asset Management LLC 0.10% Reduce -1.4% 20,249 $2.1M
Intrust Bank NA 0.19% Add +1.9% 20,143 $2.1M
Parallax Volatility Advisers, L.P. 0.10% Add +669.1% 20,036 $2.1M
United Community Bank 0.71% Add +2.0% 20,030 $2.1M
Trust Co. of Toledo NA 0.23% Add +4.3% 19,841 $2.1M
Jamison Private Wealth Management, Inc. 0.29% Add +1.5% 19,712 $2.0M
Eagle Global Advisors LLC 0.08% Reduce -6.0% 19,680 $2.0M
Horizon Investments, LLC 0.03% Add +91.1% 19,839 $2.0M
Synovus Financial Corp. 0.03% Add +1.1% 19,646 $2.0M
Flputnam Investment Management Co. 0.04% Reduce -0.1% 19,635 $2.0M
Beacon Pointe Advisors, LLC 0.02% Add +1.4% 19,587 $2.0M
Dark Forest Capital Management LP 0.08% Add +522.0% 19,544 $2.0M
Measured Risk Portfolios, Inc. 2.26% Reduce -3.1% 19,508 $2.0M
South Dakota Investment Council 0.04% No change 19,341 $2.0M
GS Investments, Inc. 0.89% Reduce -1.1% 19,341 $2.0M
B. Metzler seel. Sohn & Co. AG 0.02% No change 18,982 $2.0M
Nations Financial Group Inc, /Ia/ 0.14% Add +264.5% 18,958 $2.0M
Moloney Securities Asset Management, LLC 0.24% Reduce -0.0% 18,852 $2.0M
OMERS ADMINISTRATION Corp 0.02% No change 18,845 $2.0M
Carnegie Investment Counsel 0.04% Add +16.2% 18,670 $1.9M
Jackson Hole Capital Partners, LLC 0.35% Add +9.5% 18,553 $1.9M
Commonwealth Financial Services, LLC 0.37% Add +1.4% 18,551 $1.9M
Altus Wealth Group LLC 0.84% Reduce -0.2% 18,349 $1.9M
DC Investments Management, LLC 0.79% No change 18,232 $1.9M
iSAM Funds (UK) Ltd 0.41% Add +13.8% 18,153 $1.9M
Norden Group LLC 0.20% Add +3.9% 18,075 $1.9M
Empirical Finance, LLC 0.10% Add +0.7% 18,027 $1.9M
Plan Group Financial, LLC 0.61% Add +13.1% 17,753 $1.8M
Meridian Investment Counsel Inc. 0.50% Reduce -1.0% 17,715 $1.8M
Fulton Bank, N.A. 0.07% Reduce -5.6% 17,611 $1.8M
Equitable Holdings, Inc. 0.01% Add +2.0% 17,576 $1.8M
Advisory Services Network, LLC 0.03% Add +28.7% 15,896 $1.8M
Twin Capital Management Inc. 0.19% Add +0.9% 17,115 $1.8M
LVW Advisors, LLC 0.20% Add +6.1% 17,081 $1.8M
Searle & Co. 0.50% Reduce -1.8% 17,060 $1.8M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.5% 17,041 $1.8M
LOM Asset Management Ltd 0.60% — 17,016 $1.8M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.11% No change 17,000 $1.8M
Entropy Technologies, LP 0.14% Reduce -53.8% 16,694 $1.7M
Beese Fulmer Investment Management, Inc. 0.13% Add +5.5% 16,656 $1.7M
Waters Parkerson & Co., LLC 0.09% Add +6.0% 16,653 $1.7M
LS Investment Advisors, LLC 0.25% Add +8.0% 16,640 $1.7M
Courier Capital LLC 0.10% Reduce -1.3% 16,569 $1.7M
Prosperity Consulting Group, LLC 0.13% Reduce -2.1% 16,554 $1.7M
Kornitzer Capital Management Inc. 0.03% No change 16,363 $1.7M
Wealthspire Advisors, LLC 0.01% Add +5.5% 16,258 $1.7M
Wexford Capital LP 0.47% New 16,211 $1.7M
Panagora Asset Management Inc. 0.01% Reduce -1.7% 16,132 $1.7M
Larson Financial Group LLC 0.07% Add +37.0% 16,022 $1.7M
Verdence Capital Advisors LLC 0.11% Add +0.7% 15,973 $1.7M
Little House Capital LLC 0.41% Add +5.3% 15,921 $1.7M
Cambria Investment Management, L.P. 0.11% New 15,784 $1.6M
Benjamin Edwards Inc. 0.02% Add +7.3% 15,721 $1.6M
Apollon Financial, LLC 0.34% Add +2.8% 15,471 $1.6M
Hixon Zuercher, LLC 0.52% Add +1.4% 15,387 $1.6M
Gilliland Jeter Wealth Management LLC 0.52% No change 15,348 $1.6M
Tounjian Advisory Partners, LLC 0.31% Reduce -1.3% 14,498 $1.6M
Robeco Institutional Asset Management B.V. 0.00% Reduce -60.7% 15,188 $1.6M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -10.1% 15,157 $1.6M
Equitable Trust Co. 0.08% Reduce -0.9% 15,099 $1.6M
Raleigh Capital Management Inc. 0.65% Add +0.6% 15,003 $1.6M
Cherokee Insurance Co 0.68% No change 15,000 $1.6M
Spreng Capital Management, Inc. 0.65% Reduce -0.8% 14,810 $1.5M
Quadrant Capital Group LLC 0.06% Add +120.1% 14,781 $1.5M
NJ State Employees Deferred Compensation Plan 0.18% No change 14,760 $1.5M
Spirit of America Management Corp. 0.32% Add +9.3% 14,700 $1.5M
Archer Investment Corp 0.36% No change 14,699 $1.5M
Hodges Capital Management Inc. 0.15% Reduce -15.0% 14,649 $1.5M
World Investment Advisors 0.03% Reduce -1.9% 14,595 $1.5M
Ballentine Partners, LLC 0.02% Add +3.6% 14,579 $1.5M
Ethos Financial Group, LLC 0.13% No change 14,521 $1.5M
Stonegate Investment Group, LLC 0.04% Add +96.9% 14,511 $1.5M
Kentucky Retirement Systems Insurance Trust Fund 0.10% Reduce -6.5% 14,492 $1.5M
Summit Trail Advisors, LLC 0.03% New 14,344 $1.5M
Brown Brothers Harriman & Co. 0.01% Add +12.7% 14,302 $1.5M
Ninepoint Partners LP 0.29% Add +8.2% 14,288 $1.5M
Probity Advisors, Inc. 0.26% Add +1.2% 14,252 $1.5M
CENTRAL TRUST Co 0.03% Reduce -1.0% 14,140 $1.5M
NTV Asset Management LLC 0.17% Add +7.4% 14,114 $1.5M
Glenview Trust Co 0.03% Reduce -1.1% 14,007 $1.5M
G&S Capital LLC 0.57% Reduce -3.4% 13,982 $1.5M
Mgo One Seven LLC 0.05% Reduce -1.7% 13,942 $1.4M
Prudential PLC 0.01% Reduce -26.7% 13,916 $1.4M
E Fund Management Co., Ltd. 0.07% Reduce -7.3% 13,843 $1.4M
First National Bank of Mount Dora, Trust Investment Services 0.32% Reduce -0.4% 13,829 $1.4M
Machina Capital S.A.S. 0.30% New 13,676 $1.4M
Perigon Wealth Management, LLC 0.03% Add +1.9% 13,591 $1.4M
IHT Wealth Management, LLC 0.04% Reduce -0.3% 13,293 $1.4M
Koshinski Asset Management, Inc. 0.10% Add +1.8% 13,284 $1.4M
Gotham Asset Management 0.01% Add +150.5% 13,157 $1.4M
Tudor Financial Inc. 0.77% No change 13,135 $1.4M
EP Wealth Advisors, LLC 0.01% Add +10.8% 13,108 $1.4M
OneDigital Investment Advisors LLC 0.02% Add +4.2% 13,069 $1.4M
Meeder Advisory Services, Inc. 0.07% Add +0.3% 13,026 $1.4M
Brandywine Oak Private Wealth LLC 0.12% Reduce -0.0% 12,783 $1.3M
Westpac Banking Corp. 0.09% No change 12,700 $1.3M
Fifth Third Wealth Advisors LLC 0.06% Add +17.4% 12,653 $1.3M
Sagespring Wealth Partners, LLC 0.03% Add +8.8% 12,643 $1.3M
Buck Wealth Strategies, LLC 0.20% Reduce -5.0% 12,622 $1.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +9.1% 12,613 $1.3M
Meiji Yasuda Asset Management Co Ltd. 0.06% Reduce -33.0% 12,557 $1.3M
Claro Advisors Inc. 0.21% Add +3.9% 12,493 $1.3M
Aptus Capital Advisors, LLC 0.01% Reduce -1.8% 12,485 $1.3M
Constitution Capital LLC 0.66% Add +132.5% 12,460 $1.3M
United Bank 0.15% Reduce -0.6% 12,432 $1.3M
Level Four Advisory Services, LLC 0.05% Reduce -2.0% 12,378 $1.3M
JGP Wealth Management, LLC 0.16% Reduce -3.8% 12,345 $1.3M
Valeo Financial Advisors, LLC 0.03% Reduce -4.6% 12,339 $1.3M
First County Bank 0.69% Reduce -9.4% 12,291 $1.3M
Callan Family Office, LLC 0.04% Add +334.6% 12,291 $1.3M
Huber Capital Management LLC 0.22% Add +7.9% 12,244 $1.3M
Icon Advisers Inc. 0.29% No change 12,240 $1.3M
Marino, Stram & Associates LLC 0.26% Add +5.2% 12,184 $1.3M
China Universal Asset Management Co., Ltd. 0.12% Reduce -7.9% 12,129 $1.3M
Ethic Inc. 0.02% Add +10.8% 12,244 $1.3M
Danske Bank A/S 0.00% Reduce -1.4% 12,028 $1.2M
Exchange Traded Concepts, LLC 0.02% Add +10.4% 11,985 $1.2M
Praxis Investment Management Inc. 0.08% Reduce -16.2% 11,980 $1.2M
Ancora Advisors LLC 0.03% Add +0.6% 11,942 $1.2M
Thompson Siegel & Walmsley LLC 0.02% No change 11,912 $1.2M
SS&H Financial Advisors, Inc. 0.41% Reduce -20.1% 11,898 $1.2M
TKG Advisors, LLC 0.55% Reduce -3.1% 11,893 $1.2M
Balyasny Asset Management L.P. 0.00% Reduce -98.8% 11,888 $1.2M
Trivium Point Advisory, LLC 0.13% Reduce -5.6% 11,877 $1.2M
Freedom Investment Management, Inc. 0.10% Add +10.2% 11,869 $1.2M
Albion Financial Group 0.08% No change 11,867 $1.2M
Mufg Securities Americas Inc. 0.11% Add +25.4% 11,839 $1.2M
FineMark National Bank & Trust 0.04% Reduce -0.3% 11,773 $1.2M
GMO 0.00% Add +46.2% 11,770 $1.2M
Bfsg, LLC 0.14% Add +1.6% 11,764 $1.2M
ARS Investment Partners, LLC 0.09% Add +1.6% 11,751 $1.2M
My Legacy Advisors, LLC 0.43% Add +3.2% 11,461 $1.2M
Moors & Cabot, Inc. 0.06% Reduce -21.5% 11,685 $1.2M
Everpar Advisors LLC 0.55% Add +0.2% 11,683 $1.2M
StoneX Group Inc. 0.06% Add +15.1% 11,680 $1.2M
Moody National Bank Trust Division 0.11% Reduce -2.8% 11,537 $1.2M
Burke & Herbert Bank & Trust Co. 0.27% Reduce -1.8% 11,526 $1.2M
CI Investments Inc. 0.00% Add +17.9% 11,399 $1.2M
Tidal Investments LLC 0.01% Add +4.1% 11,353 $1.2M
Mutual Advisors, LLC 0.03% Add +16.4% 10,700 $1.2M
Foundations Investment Advisors, LLC 0.02% Reduce -18.6% 11,270 $1.2M
Retirement Guys Formula LLC 0.44% Add +8.4% 11,241 $1.2M
CreativeOne Wealth, LLC 0.03% Add +0.1% 11,161 $1.2M
Golden State Wealth Management, LLC 0.14% Add +1.7% 11,140 $1.2M
First Dallas Securities Inc. 0.46% Reduce -6.0% 11,121 $1.2M
Clearstead Advisors, LLC 0.02% Add +12.2% 11,086 $1.2M
Mirador Capital Partners LP 0.19% Add +10.3% 11,084 $1.2M
Sherbrooke Park Advisers LLC 0.50% Add +191.2% 11,069 $1.1M
Wealth Alliance, LLC 0.13% Add +0.3% 10,981 $1.1M
Farther Finance Advisors, LLC 0.02% Add +7.4% 10,977 $1.1M
W.H. Cornerstone Investments Inc. 0.72% Add +15.5% 10,943 $1.1M
Global Retirement Partners, LLC 0.03% — 10,869 $1.1M
Texas Yale Capital Corp. 0.04% Reduce -8.3% 10,810 $1.1M
Sigma Planning Corp 0.03% Add +18.9% 10,757 $1.1M
Beacon Financial Advisory LLC 0.28% Add +5.3% 10,476 $1.1M
Hancock Whitney Corp. 0.02% Reduce -0.1% 10,310 $1.1M
Cornerstone Advisors, LLC 0.04% Reduce -4.6% 10,300 $1.1M
Navalign, LLC 0.29% Reduce -1.5% 10,261 $1.1M
Capital Advisors Inc. 0.02% Add +32.1% 10,212 $1.1M
Greenleaf Trust 0.01% Add +0.3% 10,188 $1.1M
Private Trust Co. NA 0.10% Add +1.4% 10,170 $1.1M
Founders Financial Alliance, LLC 0.24% Add +1.1% 10,124 $1.1M
Accurate Wealth Management, LLC 0.16% Add +7.7% 9,851 $1.0M
Park National Corp. 0.03% Reduce -1.8% 10,065 $1.0M
Cypress Capital Management LLC (WY) 1.13% Reduce -4.0% 10,055 $1.0M
Wealthcare Advisory Partners LLC 0.02% Reduce -0.3% 10,039 $1.0M
Certified Advisory Corp 0.11% Add +0.0% 10,029 $1.0M
Brighton Jones LLC 0.03% Add +3.5% 10,013 $1.0M
Laird Norton Wetherby Wealth Management, LLC 0.05% — 10,006 $1.0M
Ar Asset Management Inc. 0.23% No change 10,000 $1.0M
Supplemental Annuity Collective Trust of NJ 0.29% No change 10,000 $1.0M
Siemens Fonds Invest GmbH 0.06% Add +0.8% 9,989 $1.0M
Engineers Gate Manager LP 0.01% Add +23.9% 9,971 $1.0M
Croban 0.88% Add +1.7% 9,937 $1.0M
HBK Sorce Advisory LLC 0.03% Reduce -1.3% 9,927 $1.0M
Jackson Square Capital, LLC 0.23% No change 9,891 $1.0M
Marion Wealth Management 0.25% Add +8.8% 9,778 $1.0M
Schnieders Capital Management LLC 0.18% No change 9,766 $1.0M
Signaturefd, LLC 0.02% Reduce -3.5% 9,727 $1.0M
Keystone Financial Group 0.09% Add +4.5% 9,700 $1.0M
Forte Capital LLC 0.11% Reduce -1.1% 9,607 $997K
Garland Capital Management Inc. 3.16% Reduce -73.0% 9,580 $994K
Simplex Trading, LLC 0.03% Reduce -50.7% 9,563 $992K
Parallel Advisors, LLC 0.02% Add +1.7% 9,559 $992K
Coldstream Capital Management Inc. 0.02% Add +4.0% 9,537 $990K
Citizens Financial Group Inc. 0.02% Add +32.9% 9,508 $987K
HM Payson & Co. 0.02% Add +18.1% 9,507 $986K
Columbia Asset Management 0.19% Add +0.0% 9,501 $986K
Commerzbank Aktiengesellschaft 0.02% Add +8.0% 9,420 $978K
Atlantic Union Bankshares Corp 0.02% Add +79.8% 9,423 $978K
Aviance Capital Partners, LLC 0.13% No change 9,385 $974K
Harbour Investments, Inc. 0.02% Add +3.8% 9,365 $972K
Ameritas Advisory Services, LLC 0.05% Reduce -21.1% 9,326 $968K
Mark Sheptoff Financial Planning, LLC 0.52% Add +2.2% 9,325 $968K
Cape Ann Savings Bank 0.58% Add +245.2% 9,292 $964K
Mission Wealth Management, LP 0.02% Reduce -6.4% 9,175 $952K
Evergreen Capital Management LLC 0.03% Add +3.9% 9,123 $947K
Aviva PLC 0.00% Add +4.9% 9,086 $943K
Mather Group, Llc. 0.01% Add +8.6% 9,041 $938K
Ashton Thomas Securities, LLC 0.22% Reduce -1.8% 8,909 $924K
Compound Planning, Inc. 0.03% Add +5.5% 8,895 $923K
Everstar Asset Management, LLC 0.55% Add +18.8% 8,753 $908K
Klein Pavlis & Peasley Financial, Inc. 0.60% Add +81.4% 8,729 $906K
Altshuler Shaham Ltd 0.03% Add +54.7% 8,723 $905K
Scientech Research LLC 0.22% New 8,694 $902K
Oxford Financial Group, LTD. LLC 0.05% Reduce -1.1% 8,659 $898K
Elevated Capital Advisors, LLC 0.25% No change 8,179 $894K
Premier Path Wealth Partners, LLC 0.12% Add +18.9% 8,596 $892K
Pekin Hardy Strauss, Inc. 0.10% Add +2.4% 8,579 $890K
Capital Insight Partners, LLC 0.15% Add +6.6% 8,556 $888K
Csenge Advisory Group 0.05% Reduce -2.0% 8,533 $883K
Armstrong Advisory Group, Inc. 0.07% Reduce -2.9% 8,486 $880K
Banque Cantonale Vaudoise 0.04% Add +14.1% 8,457 $878K
Walter & Keenan Wealth Management LLC /in/ 0.25% Add +0.5% 8,456 $877K
Lanark Financial, Inc. 0.07% Reduce -5.4% 8,442 $875K
ARS Wealth Advisors Group, LLC 0.10% New 8,378 $869K
Qtron Investments LLC 0.11% Reduce -36.6% 8,371 $869K
Portside Wealth Group, LLC 0.13% Add +3.7% 8,346 $866K
JFS Wealth Advisors, LLC 0.06% Reduce -0.3% 8,339 $865K
Purkiss Capital Advisors LLC 0.48% Add +88.0% 8,280 $859K
Crestwood Advisors Group, LLC 0.02% Reduce -2.1% 8,271 $858K
Peak Retirement Planning, Inc. 0.35% Add +1.4% 8,264 $857K
Rogco, LP 0.32% Add +3.9% 8,234 $854K
PDS Planning, Inc 0.06% Add +2.7% 8,217 $853K
Thoma Capital Management LLC 0.54% Reduce -1.5% 8,212 $852K
STF Management LP 0.34% Add +2.6% 8,208 $852K
Qsemble Capital Management, LP 0.08% Reduce -58.9% 8,208 $852K
Rwa Wealth Partners, LLC 0.01% Add +10.8% 8,196 $850K
Procyon Advisors, LLC 0.08% Reduce -4.9% 8,189 $850K
Welch Group, LLC 0.04% Add +0.3% 8,188 $850K
Eventide Asset Management, LLC 0.01% Add +61.0% 8,229 $844K
RIA Advisory Group LLC 0.25% Add +55.9% 8,106 $841K
Confluence Wealth Services, Inc. 0.05% Reduce -0.3% 8,053 $836K
Live Oak Investment Partners 0.64% Reduce -3.4% 8,043 $835K
Busey Bank 0.03% Reduce -1.5% 8,034 $834K
Impact Capital Partners LLC 0.27% Reduce -3.7% 8,006 $831K
Bailard, Inc. 0.02% Reduce -2.6% 7,964 $826K
Wolff Financial Management LLC 0.21% Reduce -12.8% 7,956 $826K
Diversified Trust Co. 0.02% Add +17.9% 7,955 $825K
Sumitomo Life Insurance Co. 0.06% Reduce -5.5% 7,932 $823K
Frank, Rimerman Advisors LLC 0.06% Reduce -14.6% 7,923 $822K
Bartlett & Co. Wealth Management LLC 0.01% Add +1.9% 7,886 $818K
Essex Financial Services, Inc. 0.05% Add +16.7% 7,862 $816K
Canada Post Corp Registered Pension Plan 0.05% New 7,818 $811K
Fulcrum Asset Management LLP 0.23% — 7,800 $809K
Brooklyn Investment Group 0.11% Add +30.6% 7,799 $809K
1834 Investment Advisors Co. 0.10% Add +0.5% 7,780 $807K
Parsons Capital Management Inc. 0.05% No change 7,764 $806K
Flagship Harbor Advisors, LLC 0.04% Reduce -9.8% 7,757 $805K
Smith, Moore & Co. 0.07% Add +0.1% 7,632 $792K
Lanham O'Dell & Company, Inc. 0.33% Add +50.3% 7,595 $788K
Advisor OS, LLC 0.08% Add +8.9% 7,511 $779K
Empire Financial Management Company, LLC 0.22% No change 7,475 $776K
Wedmont Private Capital 0.03% Add +10.8% 7,384 $773K
Fourpath Capital Management, LLC 0.12% Reduce -2.3% 7,452 $773K
Waldron Private Wealth LLC 0.03% Reduce -1.9% 7,373 $765K
Chicago Capital, LLC 0.02% Add +4.4% 7,365 $764K
Rehmann Capital Advisory Group 0.05% Add +2.7% 7,334 $761K
Western Wealth Management, LLC 0.05% Add +7.3% 7,310 $758K
Prossimo Advisors, LLC 0.61% Reduce -2.5% 7,290 $756K
Sierra Summit Advisors LLC 0.13% Reduce -1.9% 7,262 $754K
Secure Asset Management, LLC 0.14% Add +10.1% 7,255 $753K
CW Advisors, LLC 0.01% Add +21.0% 7,188 $746K
Simplicity Wealth,LLC 0.03% Add +267.8% 7,186 $746K
SeaCrest Wealth Management, LLC 0.08% Reduce -29.8% 7,185 $745K
Seelaus Asset Management LLC 0.67% No change 7,175 $744K
Grove Bank & Trust 0.09% Add +2.7% 7,139 $741K
Sovereign Financial Group, Inc. 0.15% Add +18.9% 7,086 $735K
Monument Capital Management 0.19% Add +79.9% 7,032 $730K
King Luther Capital Management Corp. 0.00% Add +1.6% 6,936 $720K
Peddock Capital Advisors, LLC 0.17% Add +0.3% 6,925 $719K
Sowell Financial Services LLC 0.03% Reduce -0.8% 6,878 $714K
IFP Advisors, Inc 0.02% Reduce -3.7% 5,843 $712K
Wilmington Savings Fund Society, FSB 0.01% Add +17.3% 6,802 $706K
Checchi Capital Advisers, LLC 0.05% Reduce -6.2% 6,789 $704K
Heritage Trust Co 0.08% Reduce -10.8% 6,788 $704K
Graves Light Lenhart Wealth, Inc. 0.08% No change 6,771 $703K
A. D. Beadell Investment Counsel, Inc. 0.54% Reduce -0.7% 6,760 $701K
MKT Advisors LLC 0.28% Add +0.0% 6,713 $701K
TCV Trust & Wealth Management, Inc. 0.06% Add +2.5% 6,736 $699K
Trueblood Wealth Management, LLC 0.29% No change 6,730 $698K
Ti-Trust, Inc. 0.47% No change 6,713 $697K
Powell Investment Advisors, LLC 0.26% No change 6,709 $696K
Townsquare Capital LLC 0.07% Reduce -88.1% 6,703 $695K
ICICI Prudential Asset Management Co Ltd 0.09% Reduce -2.1% 6,694 $695K
Principal Securities, Inc. 0.01% Add +25.1% 6,658 $691K
Arvest Bank Trust Division 0.04% New 6,654 $690K
Alpha Family Trust 0.34% No change 6,650 $690K
Mendel Money Management 0.30% Add +0.8% 6,638 $689K
SouthState Bank Corp 0.03% Reduce -3.0% 6,630 $688K
Argyle Capital Management, LLC 0.25% No change 6,600 $685K
Volterra Technologies LP 0.92% — 6,583 $683K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +7.8% 6,568 $682K
Kuhn & Co Investment Counsel 0.52% No change 6,568 $681K
Bard Financial Services, Inc. 0.08% No change 6,530 $678K
Cresset Asset Management, LLC 0.00% Reduce -20.5% 6,505 $675K
Midwest Professional Planners, LTD. 0.18% Add +2.1% 6,469 $671K
Bridgewater Advisors Inc. 0.05% Add +5.6% 6,140 $671K
Morningstar Investment Management LLC 0.06% New 6,451 $669K
Bank & Trust Co 0.53% No change 6,434 $668K
KCM Investment Advisors LLC 0.02% Reduce -5.6% 6,387 $663K
Parcion Private Wealth LLC 0.05% Add +1.1% 6,302 $654K
Family Legacy, Inc. 0.21% Add +7.9% 6,301 $654K
Prudent Man Advisors, LLC 0.21% Add +0.0% 6,295 $653K
Journey Strategic Wealth LLC 0.02% Add +144.3% 6,275 $651K
Arete Wealth Advisors, LLC 0.05% Add +4.0% 6,263 $650K
Versor Investments LP 0.11% Add +2.5% 6,255 $649K
Garrison Point Advisors, LLC 0.30% Reduce -4.0% 6,250 $649K
Bridgefront Capital, LLC 0.17% Reduce -61.1% 6,249 $648K
McKinley Carter Wealth Services, Inc. 0.04% Add +40.8% 6,248 $648K
Gibson Wealth Advisors LLC 0.48% No change 6,248 $648K
Neville Rodie & Shaw Inc. 0.05% No change 6,240 $647K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -17.7% 6,238 $647K
Almanack Investment Partners, LLC. 0.10% New 6,224 $646K
Cyndeo Wealth Partners, LLC 0.04% Add +14.1% 6,223 $646K
Great Valley Advisor Group, Inc. 0.01% Reduce -0.2% 6,216 $645K
Transcend Capital Advisors, LLC 0.05% Reduce -72.7% 6,189 $642K
Stanley-Laman Group, Ltd. 0.10% Add +8.0% 6,188 $642K
CX Institutional 0.02% Add +3.1% 6,173 $641K
Tower Research Capital LLC (TRC) 0.02% Reduce -82.3% 6,174 $641K
Howe & Rusling Inc. 0.05% Reduce -0.6% 6,145 $638K
Savvy Advisors, Inc. 0.04% Add +12.0% 6,138 $637K
SageView Advisory Group, LLC 0.02% Add +2.4% 5,885 $635K
Pettyjohn, Wood & White, Inc. 0.11% Add +0.1% 6,105 $633K
San Luis Wealth Advisors LLC 0.14% Add +0.9% 6,098 $633K
FORA Capital, LLC 0.07% New 6,036 $626K
Cannell & Spears LLC 0.01% Add +0.0% 6,025 $625K
Cassaday & Co Wealth Management LLC 0.02% Add +12.8% 5,965 $619K
Arax Advisory Partners 0.03% Add +6.7% 4,819 $618K
Investment House LLC 0.03% Reduce -5.5% 5,957 $618K
WESPAC Advisors, LLC 0.43% New 5,924 $615K
Florida Trust Wealth Management Co 0.02% Add +14.4% 5,920 $614K
McGlone Suttner Wealth Management, Inc. 0.09% Add +1.8% 5,898 $612K
Blue Chip Partners, LLC 0.05% Reduce -1.1% 5,878 $610K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% Reduce -63.3% 5,844 $606K
Northcape Wealth Management, LLC 0.18% Add +0.5% 5,824 $604K
Brevan Howard Capital Management LP 0.01% New 5,771 $599K
Avestar Capital, LLC 0.04% Add +45.6% 5,770 $599K
Smart Money Group LLC 0.19% Add +0.9% 5,769 $599K
Bank Ozk 0.23% No change 5,756 $597K
Advisory Alpha, LLC 0.02% Reduce -2.6% 5,751 $597K
Endeavor Private Wealth, Inc. 0.28% Add +18.8% 5,753 $597K
Advisors Capital Management, LLC 0.01% Add +35.5% 5,726 $594K
Cornerstone Advisory, LLC 0.06% Reduce -12.6% 5,716 $593K
Strategic Planning, Inc. 0.35% Add +0.9% 5,711 $593K
Donaldson Capital Management, LLC 0.02% Reduce -6.5% 5,708 $592K
Dynamic Advisor Solutions LLC 0.02% Add +5.5% 5,706 $592K
Liberty Capital Management, Inc. 0.12% No change 5,700 $591K
Rothschild Investment LLC 0.04% Add +6.9% 5,698 $591K
Bank of Stockton 0.18% Reduce -0.0% 5,689 $590K
CFS Investment Advisory Services, LLC 0.05% Add +5.3% 5,677 $589K
Ieq Capital, LLC 0.00% Reduce -80.0% 5,675 $589K
YANKCOM Partnership 0.29% Add +0.7% 5,674 $589K
City State Bank 0.18% No change 5,655 $587K
OmniStar Financial Group, Inc. 0.44% Add +7.7% 5,639 $585K
Jaffetilchin Investment Partners, LLC 0.04% Reduce -0.1% 5,618 $583K
Modera Wealth Management, LLC 0.01% Reduce -5.3% 5,521 $573K
Eagle Strategies LLC 0.09% Add +1.7% 5,515 $572K
Victory Financial Group, LLC 0.09% Add +168.4% 5,514 $572K
Franklin Street Advisors Inc. 0.04% Reduce -2.0% 5,510 $572K
Atwood & Palmer Inc. 0.04% No change 5,500 $571K
Cohen Klingenstein LLC 0.02% No change 5,500 $571K
Shulman DeMeo Asset Management LLC 0.14% Reduce -2.4% 5,494 $570K
NorthRock Partners, LLC 0.01% Add +4.6% 5,486 $569K
Syon Capital LLC 0.04% Add +9.5% 5,480 $569K
HUB Investment Partners, LLC 0.02% Add +58.4% 5,439 $564K
CWA Asset Management Group, LLC 0.02% Reduce -72.7% 5,399 $560K
Arrow Financial Corp 0.06% New 5,393 $560K
Taylor Financial Group, Inc. 0.35% Add +1.9% 5,376 $558K
Diversify Advisory Services, LLC 0.02% Reduce -41.9% 4,973 $557K
Blue Trust, Inc. 0.01% Reduce -5.7% 5,366 $557K
Vigilare Wealth Management 0.21% New 5,354 $556K
W.G. Shaheen & Associates DBA Whitney & Co 0.05% Reduce -4.5% 5,350 $555K
GC Wealth Management RIA, LLC 0.05% Add +184.1% 5,335 $554K
Cigna Investments Inc. 0.09% Reduce -0.9% 5,315 $552K
Barry Investment Advisors, LLC 0.14% Add +18.3% 5,305 $550K
Woodward Diversified Capital, LLC 0.28% Add +79.8% 5,294 $549K
Cadence Bank 0.04% Reduce -3.0% 5,287 $549K
Aberdeen Wealth Management LLC 0.36% No change 5,283 $548K
Davis Investment Partners, LLC 0.20% Add +4.0% 5,226 $546K
St Germain D J Co. Inc. 0.02% Add +7.8% 5,255 $545K
BKM Wealth Management, LLC 0.21% Add +0.1% 5,243 $544K
Gladstone Institutional Advisory LLC 0.02% Reduce -6.3% 5,230 $543K
OneAscent Financial Services LLC 0.04% Reduce -50.2% 5,192 $542K
Nixon Peabody Trust Co. 0.04% No change 5,220 $542K
Graypoint LLC 0.03% Add +1.4% 5,199 $539K
Centennial Wealth Advisory LLC 0.17% Reduce -13.8% 5,186 $538K
Fiduciary Alliance LLC 0.04% New 5,163 $536K
Stratos Wealth Advisors, LLC 0.03% Reduce -7.8% 5,146 $534K
LexAurum Advisors, LLC 0.08% Reduce -0.5% 5,139 $533K
Platform Technology Partners 0.14% Reduce -1.1% 5,133 $533K
Fire Capital Management LLC 0.34% Add +0.1% 5,131 $532K
Arista Wealth Management, LLC 0.07% New 5,125 $532K
Avity Investment Management Inc. 0.04% Add +1.0% 5,124 $532K
Intrua Financial, LLC 0.08% Add +2.1% 5,112 $530K
Focus Financial Network, Inc. 0.02% Add +5.1% 5,093 $528K
Cascade Investment Group, Inc. 0.37% Add +4.5% 5,092 $528K
R Squared Ltd 0.29% Add +82.7% 5,080 $527K
Northwest Bancshares, Inc. 0.09% No change 5,077 $527K
Next Capital Management LLC 0.19% Reduce -36.8% 5,075 $527K
Indiana Trust & Investment Management Co 0.17% No change 5,051 $524K
Fisher Asset Management 0.00% Reduce -12.7% 5,045 $524K
Dearborn Partners LLC 0.02% Add +0.8% 5,044 $523K
Bison Wealth, LLC 0.04% Add +111.2% 5,012 $523K
Cornerstone Wealth Management, LLC 0.03% Add +4.9% 5,042 $523K
Summit Financial Strategies, Inc. 0.05% Reduce -3.0% 4,998 $519K
First Citizens Bank & Trust Co. 0.01% Reduce -1.7% 4,986 $517K
TD Waterhouse Canada Inc. 0.00% Add +4.4% 4,954 $517K
Leo Wealth, LLC 0.04% New 4,979 $517K
Tower Bridge Advisors 0.06% No change 4,975 $516K
Fulton Breakefield Broenniman LLC 0.03% Reduce -1.9% 4,970 $516K
Meridian Wealth Management, LLC 0.02% Add +0.3% 4,969 $516K
High Net Worth Advisory Group LLC 0.14% No change 4,963 $515K
Ironwood Investment Counsel, LLC 0.08% Reduce -0.2% 4,938 $512K
Rexford Capital Inc. 0.42% — 4,930 $512K
WealthPlan Investment Management, LLC 0.04% Add +2.6% 4,924 $511K
Apella Capital, LLC 0.01% Add +5.8% 4,878 $508K
Sivia Capital Partners, LLC 0.17% Add +149.5% 4,891 $507K
Pinnacle West Asset Management, Inc. 0.35% Reduce -0.8% 4,860 $504K
Finward Bancorp 0.40% Reduce -5.8% 4,845 $503K
Chicago Partners Investment Group LLC 0.01% Add +45.4% 4,602 $501K
Kavar Capital Partners Group, LLC 0.07% No change 4,820 $500K
City Holding Co. 0.07% Reduce -1.4% 4,813 $499K
Cornell Pochily Investment Advisors, Inc. 0.16% Add +0.2% 4,807 $499K
EverSource Wealth Advisors, LLC 0.02% Add +35.4% 4,789 $497K
Radnor Capital Management, LLC 0.08% Add +11.6% 4,789 $497K
Picton Mahoney Asset Management 0.01% Add +43372.7% 4,782 $496K
Arvest Investments, Inc. 0.07% New 4,770 $495K
Fee-Only Financial Planning, L.C. 0.31% No change 4,769 $495K
Parkside Financial Bank & Trust 0.05% Add +1.6% 4,761 $494K
Aull & Monroe Investment Management Corp 0.27% Add +3.9% 4,754 $493K
Clarity Financial LLC 0.05% Add +9.0% 4,753 $493K
2UniFi Bank 0.28% Add +21.4% 4,736 $491K
Addison Advisors LLC 0.12% No change 4,707 $488K
Solitude Financial Services 0.18% New 4,700 $488K
44 Wealth Management LLC 0.17% Reduce -0.6% 4,693 $487K
Harold Davidson & Associates Inc. 0.31% Reduce -33.4% 4,670 $485K
Cohen Investment Advisors LLC 0.25% Reduce -6.3% 4,663 $484K
Avidian Wealth Enterprises, LLC 0.02% Reduce -0.6% 4,655 $483K
Aaron Wealth Advisors LLC 0.05% Add +1.8% 4,645 $482K
Stock Yards Bank & Trust Co. 0.02% Add +2.4% 4,620 $479K
Code Waechter LLC 0.34% Add +49.3% 4,599 $477K
Schonfeld Strategic Advisors LLC 0.00% Reduce -83.8% 4,593 $477K
Spire Wealth Management 0.02% Reduce -79.1% 4,554 $473K
Community Trust & Investment Co. 0.03% Add +46.2% 4,553 $472K
Bridges Investment Management Inc. 0.01% Add +0.5% 4,552 $472K
Atalanta Sosnoff Capital, LLC 0.01% Add +3.2% 4,550 $472K
Spirepoint Private Client, LLC 0.05% Add +6.3% 4,545 $472K
Cobblestone Capital Advisors LLC 0.02% Add +10.8% 4,526 $470K
Rossmore Private Capital 0.05% Reduce -0.0% 4,506 $468K
Centennial Bank 0.20% Reduce -0.9% 4,499 $467K
Modern Wealth Management, LLC 0.01% Reduce -5.9% 4,475 $464K
Welch & Forbes LLC 0.01% No change 4,475 $464K
Sky Investment Group LLC 0.08% No change 4,470 $464K
Gsa Capital Partners LLP 0.03% Add +31.4% 4,442 $461K
49 Wealth Management, LLC 0.05% Add +15.2% 4,435 $460K
Sterling Investment Counsel, LLC 0.27% Reduce -5.0% 4,421 $459K
Institute for Wealth Management, LLC. 0.05% Add +1.6% 4,415 $458K
Sunbelt Securities, Inc. 0.04% Add +164.1% 4,955 $457K
HF Advisory Group, LLC 0.18% Reduce -4.6% 4,368 $453K
Aprio Wealth Management, LLC 0.05% Add +52.1% 4,366 $453K
Southland Equity Partners LLC 0.10% Add +4.2% 4,357 $452K
Keel Point, LLC 0.03% Add +11.6% 4,327 $449K
Monetary Management Group Inc. 0.11% No change 4,320 $448K
Essex Bank 0.11% No change 4,296 $446K
Alps Advisors Inc. 0.00% New 4,270 $443K
Caldwell Trust Co 0.04% Add +10.3% 4,268 $443K
Independent Financial Group, LLC 0.01% Reduce -4.9% 4,260 $442K
SVB Wealth LLC 0.02% Reduce -54.9% 4,253 $441K
Anchor Investment Management, LLC 0.04% No change 4,235 $439K
Oak Hill Wealth Advisors, LLC 0.09% Add +21.8% 4,224 $439K
Ignite Planners, LLC 0.08% Add +2.8% 4,079 $438K
J2 Capital Management Inc 0.35% Add +1.1% 4,218 $438K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -0.7% 4,198 $436K
Gables Capital Management Inc. 0.21% Reduce -10.7% 4,193 $435K
Waycross Partners, LLC 0.04% New 4,180 $434K
Kingswood Wealth Advisors, LLC 0.03% Add +23.8% 4,124 $428K
Voleon Capital Management LP 0.02% Add +67.7% 4,113 $427K
Asahi Life Asset Management Co., LTD. 0.25% Add +7.3% 4,110 $426K
Smartleaf Asset Management LLC 0.04% Reduce -16.9% 4,158 $426K
Crowley Wealth Management, Inc. 0.39% Reduce -6.8% 4,100 $425K
LMG Wealth Partners, LLC 0.09% No change 4,096 $425K
Columbia Bank 0.13% Add +22.9% 4,084 $425K
Pinnacle Wealth Planning Services, Inc. 0.06% Add +69.6% 4,078 $423K
Annis Gardner Whiting Capital Advisors, LLC 0.15% Add +7.7% 4,077 $423K
AlphaStar Capital Management, LLC 0.03% New 4,074 $423K
Elyxium Wealth, LLC 0.16% Add +80.8% 4,068 $422K
Leavell Investment Management, Inc. 0.02% Add +6.3% 4,045 $420K
Mattern Wealth Management LLC 0.09% No change 4,042 $419K
Penobscot Investment Management Company, Inc. 0.04% No change 4,041 $419K
Gilbert & Cook, Inc. 0.06% Add +2.3% 4,036 $419K
Dagco, Inc. 0.12% Add +0.1% 4,035 $419K
Marathon Strategic Advisors, LLC 0.39% No change 4,022 $417K
Jacobi Capital Management LLC 0.03% Reduce -9.8% 4,017 $417K
Joel Isaacson & Co., LLC 0.02% No change 4,005 $416K
Continuum Advisory, LLC 0.05% Add +0.6% 3,995 $414K
Agate Pass Investment Management, LLC 0.17% Reduce -48.6% 3,985 $413K
Moneta Group Investment Advisors LLC 0.00% Add +22.1% 3,976 $413K
Nilsine Partners, LLC 0.04% Reduce -8.4% 3,960 $411K
Choate Investment Advisors 0.01% No change 3,940 $409K
Sterling Wealth Management, Inc. 0.14% — 3,910 $406K
Northeast Investment Management 0.02% No change 3,905 $405K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -84.9% 3,886 $403K
Bedel Financial Consulting, Inc. 0.05% No change 3,867 $401K
Wulff, Hansen & Co. 0.34% No change 3,840 $398K
Excalibur Management Corp. 0.15% Reduce -0.5% 3,828 $397K
SC&H Financial Advisors, Inc. 0.07% Add +0.4% 3,797 $394K
Harbour Trust & Investment Management Co 0.04% No change 3,796 $394K
Keudell/Morrison Wealth Management 0.09% Reduce -0.7% 3,792 $393K
Aureus Asset Management, LLC 0.03% Add +0.4% 3,790 $393K
Ranch Capital Advisors Inc. 0.17% Reduce -1.4% 3,779 $392K
Heritage Wealth Management, Inc. 0.13% Reduce -8.5% 3,760 $390K
Conning Inc. 0.01% Reduce -2.7% 3,759 $390K
Hilltop Holdings Inc. 0.02% Reduce -54.1% 3,744 $388K
AdvisorNet Financial, Inc 0.03% Reduce -5.5% 3,744 $388K
Cidel Asset Management Inc. 0.02% Reduce -3.1% 3,735 $388K
Kennebec Savings Bank 0.38% Reduce -3.9% 3,711 $385K
Abacus Planning Group, Inc. 0.06% Reduce -0.4% 3,707 $385K
Sig Brokerage, LP 0.11% New 3,699 $384K
Bank of Hawaii 0.02% Reduce -16.6% 3,676 $381K
Taylor Hoffman Capital Management LLC 0.13% Add +1.1% 3,664 $380K
Beverly Hills Private Wealth, LLC 0.07% Reduce -7.8% 3,656 $379K
Ritholtz Wealth Management 0.01% Add +52.6% 3,656 $379K
Fortress Financial Solutions, LLC 0.47% Reduce -0.9% 3,646 $378K
Gateway Wealth Partners, LLC 0.07% Add +13.1% 3,643 $378K
Prairie Wealth Advisors, Inc. 0.16% No change 3,626 $376K
Clarius Group, LLC 0.02% Reduce -8.6% 3,626 $376K
WBH Advisory Inc. 0.03% Reduce -15.2% 3,624 $376K
Fiduciary Financial Group, LLC 0.07% Add +2.7% 3,599 $376K
Colonial Trust Co / SC 0.05% No change 3,620 $376K
3Chopt Investment Partners, LLC 0.09% Reduce -0.8% 3,589 $372K
Virtue Capital Management, LLC 0.07% Reduce -17.1% 3,579 $371K
Glassy Mountain Advisors, Inc. 0.12% No change 3,570 $370K
Daymark Wealth Partners, LLC 0.01% Add +57.6% 3,554 $369K
Tritonpoint Wealth, LLC 0.03% Add +3.6% 3,552 $369K
Alhambra Investment Management LLC 0.18% Add +3.6% 3,539 $367K
Leonteq Securities AG 0.02% Add +11.8% 3,539 $367K
Good Steward Wealth Advisors,LLC 0.28% Reduce -32.0% 3,502 $363K
Corient IA LP 0.21% No change 3,500 $363K
Interactive Financial Advisors, Inc. 0.18% No change 3,500 $363K
Mathes Company, Inc. 0.14% No change 3,500 $363K
Fruth Investment Management 0.10% No change 3,480 $361K
McDonald Partners LLC 0.09% Reduce -1.1% 3,476 $361K
Vista Investment Partners Ii, LLC 0.17% Reduce -3.2% 3,474 $360K
John G Ullman & Associates Inc. 0.05% Reduce -3.1% 3,469 $360K
E&G Advisors, LLC 0.09% No change 3,468 $360K
Bullseye Investment Management, LLC 0.23% No change 3,289 $359K
FourThought Financial Partners, LLC 0.04% Add +4.3% 3,462 $359K
Register Financial Advisors LLC 0.16% Add +27.2% 3,454 $358K
GTS Securities LLC 0.02% Reduce -80.3% 3,450 $358K
Capital Investment Advisory Services, LLC 0.03% Reduce -6.2% 3,439 $357K
Personal Cfo Solutions, LLC 0.07% Add +2.0% 3,435 $356K
Country Trust Bank 0.01% Add +14.4% 3,431 $356K
Prairie Sky Financial Group LLC 0.20% No change 3,429 $356K
Juncture Wealth Strategies, LLC 0.13% Add +7.4% 3,419 $355K
Brendel Financial Advisors LLC 0.20% Reduce -9.9% 3,412 $354K
111 Capital 0.06% Reduce -76.8% 3,403 $353K
Pitcairn Co. 0.02% Reduce -68.4% 3,403 $353K
Gibbs Wealth Management 0.07% Add +3.3% 3,396 $352K
Avantra Family Wealth, Inc. 0.29% Reduce -0.1% 3,393 $352K
First National Bank Sioux Falls 0.13% No change 3,375 $350K
Thomasville National Bank 0.02% No change 3,349 $347K
Waterloo Capital, L.P. 0.03% Add +20.1% 3,345 $347K
Peoples Bank 0.23% No change 3,337 $346K
David J Yvars Group 0.20% No change 3,336 $346K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.13% Add +8.1% 3,330 $346K
International Assets Investment Management, LLC 0.03% Reduce -8.4% 3,329 $345K
Knollwood Investment Advisory, LLC 0.03% No change 3,321 $345K
NewEdge Wealth, LLC 0.01% Reduce -16.5% 3,028 $344K
International Private Wealth Advisors LLC 0.29% Reduce -22.0% 3,312 $344K
Lantz Financial LLC 0.09% Add +1.2% 3,303 $343K
Ausdal Financial Partners, Inc. 0.02% Add +1.8% 3,289 $341K
FWG Holdings, LLC 0.16% Add +0.2% 2,966 $341K
Pines Wealth Management, LLC 0.12% No change 3,282 $341K
W Advisors, LLC 0.20% Reduce -5.1% 3,277 $340K
Kovack Advisors, Inc. 0.03% Add +2.6% 3,270 $339K
apricus wealth, LLC 0.20% Reduce -1.5% 3,262 $338K
BLB&B Advisors, LLC 0.02% Add +2.6% 3,262 $338K
Nicolet Advisory Services, LLC 0.03% Reduce -6.8% 2,977 $338K
Legacy Private Trust Co. 0.02% No change 3,250 $337K
Fayez Sarofim & Co 0.00% No change 3,250 $337K
BCGM Wealth Management, LLC 0.10% Reduce -3.1% 3,247 $337K
Cobler Capital Management, LLC 0.33% — 2,951 $337K
Virtus Advisers, LLC 0.21% New 3,240 $336K
Severin Investments, LLC 0.31% Add +4.7% 3,231 $335K
Stiles Financial Services Inc 0.12% Add +13.6% 3,226 $335K
Integrated Advisors Network LLC 0.02% Add +0.4% 3,224 $334K
GDS Wealth Management 0.02% Add +1.4% 3,223 $334K
Alliance Wealth Advisors, LLC 0.08% Add +4.7% 3,217 $334K
Concord Asset Management, LLC 0.05% New 3,212 $333K
Concord Wealth Partners 0.05% Add +168.3% 3,212 $333K
Gradient Investments LLC 0.01% Add +61.2% 3,212 $333K
Aegis Wealth Management LLC 0.20% No change 3,046 $333K
Quotient Wealth Partners, LLC 0.01% Add +3.6% 3,193 $331K
Barnes Pettey Financial Advisors, LLC 0.22% No change 3,188 $331K
Creative Financial Designs Inc. 0.02% Add +6.7% 3,186 $331K
Great Diamond Partners, LLC 0.07% New 3,170 $329K
Westwood Holdings Group Inc. 0.00% Add +10.4% 3,164 $328K
Lathrop Investment Management Co. 0.06% No change 3,160 $328K
Cladis Investment Advisory, LLC 0.21% No change 3,158 $328K
Colonial Trust Advisors 0.03% Reduce -0.0% 3,122 $324K
Delta Asset Management LLC 0.03% No change 3,119 $324K
RFG Advisory, LLC 0.01% Reduce -26.2% 3,118 $324K
Verity Asset Management, Inc. 0.15% Reduce -0.9% 3,116 $323K
Park Place Capital Corp 0.07% Reduce -5.4% 3,094 $323K
Sonora Investment Management Group, LLC 0.02% Add +19.4% 3,099 $322K
Sandbox Financial Partners, LLC 0.10% Add +0.0% 3,089 $320K
Carmel Capital Partners, LLC 0.11% Reduce -12.5% 3,082 $320K
Burt Wealth Advisors 0.07% No change 3,078 $319K
Single Point Partners, LLC 0.07% No change 3,076 $319K
Financial Advisors Network, Inc. 0.05% Add +15.8% 3,072 $319K
Advisory Resource Group 0.06% Reduce -22.0% 3,065 $318K
Channel Wealth LLC 0.09% Add +0.9% 3,060 $318K
Dorsey Wright & Associates 0.08% New 3,057 $317K
VestGen Advisors, LLC 0.01% Add +29.2% 3,048 $316K
one8zero8, LLC 0.07% Reduce -9.7% 3,040 $315K
Meritage Portfolio Management 0.02% Reduce -6.9% 3,040 $315K
Symphony Financial, Ltd. Co. 0.04% New 3,239 $315K
Vontobel Holding Ltd. 0.00% New 3,031 $314K
Avantax Planning Partners, Inc. 0.01% Add +34.2% 3,028 $314K
GeoWealth Management, LLC 0.01% Reduce -66.7% 3,025 $314K
Bantamac Capital, LLC 0.11% No change 3,000 $311K
Biltmore Family Office, LLC 0.05% Reduce -4.7% 2,992 $310K
Townsend Asset Management Corp. /NC/ 0.11% Add +0.3% 2,990 $310K
McCarthy & Cox 0.08% Add +3.9% 2,984 $310K
Cornerstone Select Advisors, LLC 0.27% Add +4.2% 2,976 $309K
FIL Ltd 0.00% New 2,976 $309K
Gerber, LLC 0.22% No change 2,972 $308K
Horizon Family Wealth, Inc. 0.19% Reduce -32.0% 2,964 $308K
Opal Wealth Advisors, LLC 0.09% Add +123.3% 2,956 $307K
Holderness Investments Co. 0.07% Add +0.1% 2,953 $306K
Widmann Financial Services, Inc. 0.21% No change 2,952 $306K
Hilltop National Bank 0.08% — 2,952 $306K
Novare Capital Management LLC 0.02% Add +0.6% 2,948 $306K
Beaton Management Co. Inc. 0.15% Add +6.8% 2,934 $304K
Fullcircle Wealth LLC 0.11% Add +0.6% 2,636 $303K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% No change 2,904 $301K
Clifford Swan Investment Counsel LLC 0.01% Add +0.1% 2,903 $301K
Associated Banc-Corp 0.01% Reduce -0.8% 2,903 $301K
Central Bank & Trust Co. 0.05% No change 2,900 $301K
Ingalls & Snyder LLC 0.01% Reduce -0.2% 2,895 $300K
Becker Capital Management Inc. 0.01% No change 2,883 $299K
LeClair Wealth Partners LLC 0.20% No change 2,874 $298K
Canal Capital Management, LLC 0.05% Add +0.8% 2,860 $297K
Silver Oak Securities, Incorporated 0.02% Add +39.2% 2,860 $297K
Pinion Investment Advisors, LLC 0.10% Add +0.4% 2,848 $296K
Good Life Advisors, LLC 0.02% Add +10.2% 2,843 $295K
West Bancorporation Inc. 0.18% Reduce -1.4% 2,821 $293K
First Merchants Corp. 0.01% No change 2,816 $292K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +0.4% 2,813 $292K
Court Place Advisors, LLC 0.09% No change 2,812 $292K
Chronos Wealth Management, LLC 0.15% No change 2,800 $291K
Navellier & Associates Inc. 0.04% No change 2,800 $291K
McDonough Capital Management, Inc 0.16% Reduce -3.3% 2,786 $289K
MJP Associates Inc. 0.04% Reduce -0.0% 2,786 $289K
Gilman Hill Asset Management, LLC 0.05% No change 2,785 $289K
Peoples Financial Services Corp. 0.14% No change 2,785 $289K
Bahl & Gaynor LLC 0.00% Add +5.6% 2,759 $286K
WealthBridge Capital Management, LLC 0.07% Add +22.2% 2,758 $286K
Alta Advisers Ltd 0.10% No change 2,739 $284K
Union Bancaire Privee, UBP SA 0.00% Reduce -69.1% 3,162 $283K
Angeles Wealth Management, LLC 0.02% Add +9.7% 2,725 $283K
Birch Financial Group, LLC 0.23% Reduce -22.4% 2,724 $283K
McIlrath & Eck, LLC 0.03% Reduce -13.5% 2,723 $282K
Fortem Financial Group, LLC 0.09% Add +0.8% 2,718 $282K
Bradley Foster & Sargent Inc. 0.00% Reduce -1.0% 2,718 $282K
Altfest L J & Co. Inc. 0.03% Reduce -71.4% 2,718 $282K
Evoke Wealth, LLC 0.01% Add +41.8% 2,713 $281K
Baker Avenue Asset Management, LP 0.01% Add +20.0% 2,709 $281K
Global Assets Advisory, LLC 0.11% Reduce -50.1% 2,679 $280K
Old National Bancorp 0.01% New 2,688 $279K
Investment Advisory Services Inc. /TX 0.09% Add +10.9% 2,683 $278K
Miller Financial Services LLC 0.35% Reduce -0.2% 2,682 $278K
Quarry LP 0.07% Add +84.7% 2,682 $278K
Icon Wealth Advisors, LLC 0.02% Add +40.3% 2,675 $278K
Lebenthal Global Advisors, LLC 0.05% Add +0.3% 2,674 $277K
ICONIQ Capital, LLC 0.00% Add +0.0% 2,670 $277K
Quent Capital, LLC 0.03% Add +8.2% 2,653 $275K
Asset Allocation & Management Company, LLC 0.13% New 2,646 $275K
SkyView Investment Advisors, LLC 0.04% No change 2,686 $275K
JB Capital LLC 0.01% Add +0.8% 2,637 $274K
Austin Private Wealth, LLC 0.02% Add +5.4% 2,634 $273K
Affinity Investment Advisors, LLC 0.21% No change 2,631 $273K
Shakespeare Wealth Management, LLC 0.07% No change 2,627 $273K
United Asset Strategies, Inc. 0.02% Add +2.0% 2,626 $273K
Jackson, Grant Investment Advisers, Inc. 0.10% Add +0.4% 2,616 $271K
CHICAGO TRUST Co NA 0.04% Reduce -3.0% 2,605 $270K
Lowe Brockenbrough & Co. Inc. 0.02% Reduce -16.4% 2,604 $270K
Chesley Taft & Associates LLC 0.01% Add +2.2% 2,596 $269K
Schulhoff & Co. Inc. 0.12% No change 2,595 $269K
Charles Schwab Trust Co 0.02% No change 2,590 $269K
Ossiam 0.00% Add +2374.0% 2,573 $267K
Mechanics Financial Corp 0.11% Add +3.3% 2,530 $263K
Trilogy Capital Inc. 0.01% New 2,518 $261K
Financial Engines Advisors L.L.C. 0.00% Add +33.8% 2,513 $261K
Tiemann Investment Advisors, LLC 0.11% Reduce -1.0% 2,515 $261K
Latitude Advisors, LLC 0.13% No change 2,512 $261K
IFG Advisory, LLC 0.01% Add +0.2% 2,510 $260K
GAMCO Investors 0.00% Add +4.4% 2,505 $260K
Payden & Rygel 0.02% No change 2,500 $259K
Bryn Mawr Trust Advisors, LLC 0.01% New 2,488 $258K
Central Pacific Bank - Trust Division 0.03% Reduce -16.1% 2,475 $257K
Safeguard Investment Advisory Group, LLC 0.06% Add +1.5% 2,472 $256K
West Family Investments, Inc. 0.07% New 2,464 $256K
MBB Public Markets I LLC 0.03% Reduce -18.3% 2,453 $255K
Quest Investment Management LLC 0.03% New 2,452 $254K
Cutler Investment Counsel LLC 0.03% No change 2,452 $254K
Atlanta Consulting Group Advisors, LLC 0.07% Reduce -0.8% 2,437 $253K
Drive Wealth Management, LLC 0.06% Add +20.0% 2,435 $253K
Maia Wealth LLC 0.05% Reduce -11.4% 2,435 $253K
PKS Advisory Services, LLC 0.06% Add +25.6% 2,430 $252K
Stratos Investment Management, LLC 0.01% Add +5.9% 2,427 $252K
Fidelis Capital Partners, LLC 0.02% Add +3.3% 2,215 $251K
Ifrah Financial Services, Inc. 0.07% Reduce -0.8% 2,418 $251K
Accel Wealth Management 0.08% Add +0.4% 2,418 $251K
Blue Fin Capital, Inc. 0.04% Add +14.2% 2,414 $250K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -0.6% 2,414 $250K
GPS Wealth Strategies Group, LLC 0.03% Add +4.8% 2,396 $249K
L.M. Kohn & Company 0.07% Reduce -5.6% 2,378 $247K
L2 Asset Management, LLC 0.04% Add +5.2% 2,377 $247K
North Dallas Bank & Trust Co. 0.19% — 2,376 $247K
Diversify Wealth Management, LLC 0.02% Reduce -5.8% 2,201 $246K
GGM Financial LLC 0.14% Add +0.9% 2,374 $246K
Everett Harris & Co. 0.00% No change 2,369 $246K
Richwood Investment Advisors, LLC 0.20% Reduce -15.0% 2,368 $246K
Caldwell Sutter Capital, Inc. 0.11% Reduce -2.9% 2,368 $246K
XML Financial, LLC 0.02% Add +5.6% 2,360 $245K
Rockport Wealth LLC 0.06% New 2,352 $244K
Patton Albertson Miller Group, LLC 0.03% New 2,346 $243K
Sunpointe, LLC 0.10% Add +0.9% 2,341 $243K
Sapient Capital LLC 0.00% Add +16.8% 2,339 $243K
Wayfinding Financial, LLC 0.11% Reduce -4.9% 2,111 $242K
Financial Enhancement Group LLC 0.03% Add +0.4% 2,297 $242K
Insight Advisors, LLC/ PA 0.04% No change 2,329 $242K
Kanawha Capital Management LLC 0.02% Add +19.2% 2,328 $242K
North Star Asset Management Inc. 0.01% Add +0.1% 2,318 $241K
WNY Asset Management, LLC 0.03% Add +0.1% 2,317 $240K
Kera Capital Partners, Inc. 0.05% New 2,313 $240K
Ashton Thomas Private Wealth, LLC 0.01% New 2,313 $240K
Richardson Financial Services Inc. 0.16% Reduce -3.3% 2,299 $240K
Phoenix Wealth Advisors 0.10% No change 2,312 $240K
Brian Low Financial Group, LLC 0.22% — 2,305 $239K
German American Bancorp, Inc. 0.02% Add +11.5% 2,301 $239K
Cornerstone Capital, Inc. 0.03% No change 2,300 $239K
Centaurus Financial, Inc. 0.01% Reduce -4.4% 2,297 $238K
Capital Squared Financial LLC 0.28% — 2,290 $238K
Krane Funds Advisors LLC 0.01% New 2,288 $237K
MCF Advisors LLC 0.02% No change 2,284 $237K
Clear Creek Financial Management, LLC 0.02% Reduce -1.7% 2,278 $236K
Red Door Wealth Management, LLC 0.03% Reduce -10.5% 2,267 $235K
Claris Financial LLC 0.18% New 2,260 $234K
American National Bank & Trust 0.02% Add +21.5% 2,257 $234K
Wealth Quarterback LLC 0.11% Reduce -6.7% 2,254 $234K
Cozad Asset Management Inc. 0.02% No change 2,253 $234K
Fiduciary Group, LLC 0.02% Reduce -5.9% 2,249 $233K
Journey Advisory Group, LLC 0.02% No change 2,244 $233K
WASHINGTON TRUST Co 0.01% Add +13.0% 2,240 $232K
Dumont & Blake Investment Advisors LLC 0.06% No change 2,240 $232K
Private Capital Advisors, Inc. 0.03% No change 2,240 $232K
Powers Advisory Group, LLC 0.10% Add +0.3% 2,236 $232K
Ewa, LLC 0.07% Add +2.9% 2,230 $231K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +7.3% 2,215 $230K
Schmidt P J Investment Management Inc. 0.04% No change 2,212 $230K
Moody LYNN Lieberson & Walker, LLC 0.01% Add +1.8% 2,201 $228K
Williams Jones Wealth Management, LLC. 0.00% Add +7.1% 2,197 $228K
Patriot Financial Group Insurance Agency, LLC 0.03% Add +0.4% 2,196 $228K
Curi Capital, LLC 0.00% New 2,184 $227K
Titleist Asset Management, LLC 0.02% Reduce -4.6% 2,183 $226K
Burling Wealth Partners, LLC 0.04% No change 2,175 $226K
Austin Asset Management Co Inc 0.05% No change 2,174 $226K
Meridian Financial Advisors, LLC 0.15% Add +0.2% 2,172 $225K
Foster & Motley Inc. 0.01% Reduce -5.1% 2,169 $225K
Family Manage LLC 0.03% Reduce -8.2% 2,165 $225K
Verus Financial Partners, Inc. 0.02% Reduce -4.7% 2,144 $225K
CVA Family Office, LLC 0.03% Add +1.3% 2,164 $225K
Trust Co. of Vermont 0.01% Reduce -3.0% 2,160 $224K
Douglas Lane & Associates, LLC 0.00% Reduce -8.4% 2,158 $224K
Legacy Solutions, LLC 0.21% Add +9.9% 2,157 $224K
Dana Investment Advisors, Inc. 0.01% Reduce -12.8% 2,154 $223K
Atlas Wealth LLC 0.11% No change 2,140 $223K
May Hill Capital, LLC 0.07% Add +1.2% 2,145 $223K
Werba Rubin Papier Wealth Management 0.04% New 2,144 $222K
Certuity, LLC 0.02% Reduce -4.7% 2,139 $222K
Balanced Wealth Group LLC 0.10% Add +0.4% 1,957 $221K
VSM Wealth Advisory, LLC 0.07% Reduce -3.3% 2,130 $221K
NBW Capital LLC 0.05% New 2,125 $220K
Lokken Investment Group LLC 0.08% Add +0.7% 2,123 $220K
Pinnacle Bancorp, Inc. 0.07% No change 2,121 $220K
Signal Advisors Wealth, LLC 0.02% New 2,117 $220K
Marco Investment Management LLC 0.02% Reduce -0.9% 2,117 $220K
Rockbridge Asset Management LLC 0.13% No change 2,116 $220K
Koss-Olinger Consulting, LLC 0.02% Add +0.1% 2,112 $219K
Cranbrook Wealth Management, LLC 0.05% No change 2,109 $219K
Centricity Wealth Management, LLC 0.17% Add +0.7% 2,106 $219K
Econ Financial Services Corp 0.11% No change 2,106 $219K
Signature Wealth Management Group 0.09% Add +15.0% 2,105 $218K
Tyche Wealth Partners LLC 0.04% Reduce -1.3% 2,099 $218K
Baron Silver Stevens Financial Advisors, LLC 0.03% Add +5.9% 2,093 $217K
First Financial Bank - Trust Division 0.02% New 2,090 $217K
Manchester Capital Management LLC 0.03% Reduce -0.1% 2,077 $216K
Bouchey Financial Group, Ltd. 0.02% Reduce -20.1% 2,064 $214K
Patton Fund Management, Inc. 0.05% New 2,063 $214K
Fortitude Advisory Group L.L.C. 0.12% No change 2,060 $214K
First National Bank & Trust Co. of Newtown 0.04% No change 2,052 $213K
Bender Robert & Associates 0.05% No change 2,050 $213K
Azimuth Capital Investment Management LLC 0.01% No change 2,050 $213K
Glass Jacobson Investment Advisors llc 0.08% Reduce -12.7% 2,049 $213K
Leslie Global Wealth, LLC 0.11% Reduce -0.5% 2,048 $213K
Proficio Capital Partners LLC 0.01% New 2,040 $212K
Financial Advocates Investment Management 0.02% Reduce -58.3% 2,039 $212K
LCM Capital Management Inc 0.11% Add +2.4% 2,039 $212K
MTM Investment Management, LLC 0.07% Add +0.1% 2,032 $211K
Venturi Wealth Management, LLC 0.01% Reduce -12.1% 2,026 $210K
Atlantic Family Wealth, LLC 0.18% Reduce -0.4% 2,022 $210K
Shepherd Financial Partners LLC 0.02% No change 2,015 $209K
Oak Family Advisors, LLC 0.08% No change 2,000 $208K
Hartford Financial Management Inc. 0.06% No change 2,000 $208K
Aries Wealth Management 0.05% No change 2,000 $208K
Salomon & Ludwin, LLC 0.02% No change 2,009 $207K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -81.0% 1,999 $207K
Legacy Financial Advisors, Inc. 0.03% Reduce -2.4% 1,999 $207K
Evanson Asset Management, LLC 0.01% No change 1,995 $207K
FDx Advisors, Inc. 0.06% Reduce -2.2% 1,983 $206K
Wrapmanager Inc. 0.05% Reduce -2.2% 1,979 $205K
Carson Advisory Inc. 0.13% No change 1,977 $205K
Turtle Creek Wealth Advisors, LLC 0.02% New 1,974 $205K
Independence Bank of Kentucky 0.03% No change 1,970 $204K
Truvestments Capital LLC 0.04% Reduce -6.2% 1,969 $204K
LeConte Wealth Management, LLC 0.14% New 1,962 $204K
Bogart Wealth, LLC 0.01% Add +2.1% 1,962 $204K
LMR Partners LLP 0.00% New 1,961 $203K
Quantum Financial Advisors, LLC 0.03% Add +1.4% 1,950 $202K
Mosaic Family Wealth Partners, LLC 0.03% No change 1,947 $202K
Planned Solutions, Inc. 0.08% Reduce -2.4% 1,939 $201K
Inspirion Wealth Advisors, LLC 0.03% No change 1,937 $201K
Catalyst Financial Partners LLC 0.02% New 1,935 $201K
FLC Capital Advisors 0.04% Reduce -20.6% 1,930 $200K
Coastal Bridge Advisors, LLC 0.02% New 1,929 $200K
Gen-Wealth Partners Inc 0.08% Reduce -0.7% 1,925 $200K
Hazlett, Burt & Watson, Inc. 0.08% Reduce -25.4% 1,855 $193K
Pacific Center for Financial Services 0.05% No change 1,825 $189K
Ransom Advisory, Ltd 0.09% Reduce -2.7% 1,794 $186K
Sterling Capital Management LLC 0.00% Reduce -94.4% 1,789 $186K
GHP Investment Advisors, Inc. 0.01% Add +77.6% 1,776 $184K
TCTC Holdings, LLC 0.01% No change 1,761 $183K
Hills Bank & Trust Co 0.01% No change 1,748 $181K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +23.5% 1,746 $181K
Cromwell Holdings LLC 0.11% No change 1,731 $180K
Avalon Trust Co 0.01% No change 1,722 $179K
Virtus Investment Advisers, LLC 0.06% Add +4.3% 1,686 $175K
Versant Capital Management, Inc 0.03% Add +3.4% 1,682 $175K
Wellington Shields Capital Management, LLC 0.03% Add +17.5% 1,680 $174K
Sentry Investment Management LLC 0.09% No change 1,658 $172K
Johnson Financial Group, Inc. 0.01% Reduce -52.6% 1,632 $169K
JNBA Financial Advisors 0.02% Add +235.9% 1,609 $167K
Westside Investment Management, Inc. 0.03% Add +12.5% 1,600 $166K
MUFG Securities EMEA plc 0.01% New 1,571 $163K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -67.0% 1,450 $150K
Princeton Global Asset Management LLC 0.03% Add +14.3% 1,437 $149K
Rosenberg Matthew Hamilton 0.03% Reduce -39.1% 1,433 $149K
S.A. Mason LLC 0.07% No change 1,430 $148K
South Plains Financial, Inc. 0.10% Add +21.5% 1,430 $148K
Private Wealth Asset Management, LLC 0.02% Add +0.3% 1,385 $144K
Tsfg, LLC 0.03% Add +0.2% 1,382 $143K
Cohen & Steers, Inc. 0.00% Reduce -99.0% 1,375 $143K
Key Financial Inc 0.03% No change 1,367 $142K
Y.D. More Investments Ltd 0.01% Add +10.1% 1,379 $141K
CYBER HORNET ETFs LLC 0.10% New 1,358 $141K
ESL Trust Services, LLC 0.03% No change 1,353 $140K
Blume Capital Management, Inc. 0.03% No change 1,350 $140K
Dakota Community Bank & Trust NA 0.62% Add +12.3% 1,333 $138K
LFA - Lugano Financial Advisors SA 0.08% Add +77.0% 1,322 $137K
Heritage Wealth Advisors 0.01% Add +2.9% 1,293 $134K
Security National Bank 0.02% No change 1,267 $131K
Brown, Lisle/Cummings, Inc. 0.03% No change 1,261 $131K
AllSquare Wealth Management LLC 0.07% No change 1,260 $131K
Evelyn Partners Asset Management Ltd 0.03% No change 1,250 $130K
Rowlandmiller & Partners.adv 0.03% No change 1,243 $129K
Catalyst Capital Advisors LLC 0.00% Reduce -15.4% 1,238 $128K
Acima Private Wealth, LLC 0.04% No change 1,224 $127K
1620 Investment Advisors, Inc. 0.09% Reduce -4.3% 1,221 $127K
Coastline Trust Co 0.01% No change 1,200 $125K
REAP Financial Group, LLC 0.03% Add +116.9% 1,193 $124K
ORG Partners LLC 0.03% Reduce -0.2% 1,177 $123K
Crews Bank & Trust 0.02% Add +42.7% 1,160 $120K
Nemes Rush Group LLC 0.01% No change 1,127 $117K
Aventura Private Wealth, LLC 0.05% Reduce -7.5% 1,126 $117K
Tompkins Financial Corp. 0.01% No change 1,111 $115K
Chelsea Counsel Co. 0.06% No change 1,110 $115K
CNB Bank 0.05% Reduce -12.3% 1,108 $115K
Hughes Financial Services, LLC 0.02% No change 1,011 $115K
Elevation Point Wealth Partners, LLC 0.01% New 1,093 $113K
Oakworth Capital, Inc. 0.01% Reduce -1.8% 1,046 $109K
Perkins Coie Trust Co 0.02% No change 1,040 $108K
Affinity Wealth LLC 0.09% No change 1,034 $107K
Old Second National Bank of Aurora 0.02% No change 1,020 $106K
Trifecta Capital Advisors, LLC 0.02% No change 1,010 $105K
SRH Advisors, LLC 0.03% No change 1,000 $104K
LGT Financial Advisors LLC 0.26% Add +0.6% 984 $102K
Resources Management Corp. /CT/ 0.01% No change 978 $101K
Crewe Advisors LLC 0.01% Add +37.9% 965 $100K
Duncker Streett & Co. Inc. 0.02% No change 941 $98K
Loomis Sayles & Co. L P 0.00% Reduce -52.5% 941 $98K
Asset Planning,Inc 0.07% Add +0.5% 928 $96K
New Age Alpha Advisors, LLC 0.00% Reduce -92.0% 911 $95K
Stephens Consulting, LLC 0.02% Add +1.6% 905 $94K
Deseret Mutual Benefit Administrators 0.04% No change 893 $93K
Wellington Shields & Co., LLC 0.03% Reduce -10.5% 850 $88K
Financial Freedom, LLC 0.05% Add +0.2% 846 $88K
Tortoise Investment Management, LLC 0.01% Add +1.0% 839 $87K
Bellwether Advisors, LLC 0.01% No change 838 $87K
Harbor Investment Advisory, LLC 0.01% Reduce -67.9% 831 $86K
Putney Financial Group LLC 0.09% Reduce -15.3% 828 $86K
Blue Bell Private Wealth Management, LLC 0.01% Reduce -6.7% 820 $85K
Towne Trust Company, N.A 0.03% No change 800 $83K
Capital Advisors, Ltd. LLC 0.01% No change 804 $83K
Sittner & Nelson, LLC 0.03% No change 794 $82K
Cary Street Partners Investment Advisory LLC 0.04% Add +12.7% 791 $82K
AlphaCore Capital LLC 0.00% Add +10.0% 781 $81K
First Command Advisory Services, Inc. 0.00% No change 781 $81K
First United Bank & Trust 0.03% No change 758 $79K
Cape Investment Advisory, Inc. 0.03% Add +0.1% 757 $79K
Strategic Wealth Partners, Ltd. 0.01% — 741 $77K
Valley National Advisers Inc. 0.01% Add +0.8% 737 $76K
Capula Management Ltd 0.00% New 731 $76K
WFA Asset Management Corp 0.04% Add +1.1% 862 $76K
Smithfield Trust Co 0.00% No change 737 $75K
Hurley Capital, LLC 0.05% New 700 $73K
Beacon Capital Management, LLC 0.01% Reduce -21.6% 697 $72K
NFSG Corp 0.01% Reduce -2.9% 696 $72K
Fiduciary Advisors, Inc. 0.06% No change 687 $71K
Rossby Financial, LCC 0.03% Reduce -46.7% 655 $68K
Ostrum Asset Management 0.00% Reduce -2.8% 650 $67K
Graney & King, LLC 0.04% No change 634 $66K
Cornerstone Planning Group LLC 0.01% Reduce -13.8% 579 $66K
SOA Wealth Advisors, LLC. 0.01% Reduce -22.8% 629 $65K
Dunhill Financial, LLC 0.02% Add +409.8% 622 $65K
Bangor Savings Bank 0.01% Reduce -1.9% 614 $64K
Financial Avengers, Inc. 0.03% Reduce -14.4% 600 $62K
Olistico Wealth, LLC 0.03% No change 600 $62K
Mascoma Wealth Management LLC 0.01% No change 600 $62K
DT Investment Partners, LLC 0.01% No change 593 $62K
Barrett & Company, Inc. 0.02% Add +15.0% 582 $60K
Provenance Wealth Advisors, LLC 0.01% Reduce -67.6% 580 $60K
Horizon Bancorp Inc. 0.03% No change 576 $60K
IFS Advisors, LLC 0.04% Reduce -34.4% 571 $59K
Walleye Capital LLC 0.00% Reduce -93.1% 556 $58K
Wealth Preservation Advisors, LLC 0.04% Add +980.4% 551 $57K
Smallwood Wealth Investment Management, LLC 0.03% No change 550 $57K
SBI Securities Co., Ltd. 0.00% Add +13.6% 544 $56K
Lowe Wealth Advisors, LLC 0.02% No change 541 $56K
Operose Advisors LLC 0.02% Add +125.0% 540 $56K
Pin Oak Investment Advisors Inc. 0.05% No change 508 $55K
Winthrop Capital Management, LLC 0.01% New 513 $53K
Atlas Capital Advisors Inc. 0.01% No change 506 $53K
Future Financial Wealth Managment LLC 0.04% Add +0.8% 504 $52K
TFC Financial Management, Inc. 0.01% No change 501 $52K
Piscataqua Savings Bank 0.04% No change 500 $52K
Hoese & Co LLP 0.04% New 500 $52K
Atticus Wealth Management, LLC 0.01% No change 499 $52K
GW&K Investment Management, LLC 0.00% Add +72.7% 487 $51K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 490 $51K
Adirondack Trust Co. 0.02% No change 473 $49K
Reyes Financial Architecture, Inc. 0.04% No change 463 $48K
Boyd Watterson Asset Management LLC 0.02% No change 460 $48K
Hoey Investments, Inc. 0.01% No change 460 $48K
Ridgewood Investments LLC 0.02% Add +0.2% 454 $47K
Covestor Ltd 0.03% Add +1.6% 456 $47K
Evelyn Partners Investment Management LLP 0.00% No change 450 $47K
S&T Bank 0.01% Add +4.9% 449 $47K
Silvant Capital Management LLC 0.00% No change 439 $46K
Briaud Financial Planning Inc 0.02% No change 438 $45K
Avion Wealth 0.01% Add +644.1% 439 $45K
Ameriflex Group, Inc. 0.02% Add +8.0% 432 $44K
Rise Advisors, LLC 0.02% Add +0.7% 424 $44K
Nvwm, LLC 0.01% Add +2512.5% 418 $43K
Evermay Wealth Management LLC 0.01% No change 410 $43K
Ritter Daniher Financial Advisory LLC / DE 0.01% Reduce -20.9% 408 $42K
Birchbrook, Inc. 0.02% No change 407 $42K
Twin Peaks Wealth Advisors, LLC 0.01% New 377 $42K
Park Square Financial Group, LLC 0.03% No change 396 $41K
Hemington Wealth Management 0.01% Add +0.3% 389 $40K
Pingora Partners LLC 0.03% No change 385 $40K
MV Capital Management, Inc. 0.00% Add +0.5% 377 $39K
Beaird Harris Wealth Management, LLC 0.00% Add +3.4% 370 $38K
TD Capital Management LLC 0.00% Add +32.1% 370 $38K
University of Texas/Texas Am Investment Management Co. 0.01% Reduce -99.4% 365 $38K
LRI Investments, LLC 0.00% Reduce -9.7% 365 $38K
Asset Dedication, LLC 0.00% Reduce -35.6% 362 $38K
West Oak Capital, LLC 0.02% No change 360 $37K
North Capital, Inc. 0.03% No change 353 $37K
High Note Wealth, LLC 0.01% No change 341 $35K
New Millennium Group LLC 0.02% Reduce -42.4% 340 $35K
IMA Advisory Services, Inc. 0.00% Add +1.3% 322 $33K
Safe Harbor Fiduciary, LLC 0.03% No change 320 $33K
Aventus Investment Advisors, Inc. 0.03% — 320 $33K
GoalVest Advisory LLC 0.01% Add +277.1% 313 $32K
Osterweis Capital Management Inc. 0.00% Add +3000.0% 310 $32K
Fourth Dimension Wealth, LLC 0.01% Add +0.3% 307 $32K
Frazier Financial Advisors, LLC 0.02% Add +2.0% 305 $32K
MJT & Associates Financial Advisory Group, Inc. 0.04% No change 300 $31K
Plante Moran Financial Advisors, LLC 0.00% Reduce -52.0% 300 $31K
Canton Hathaway, LLC 0.01% No change 300 $31K
Missouri Trust & Investment Co 0.01% New 294 $31K
Capital A Wealth Management, LLC 0.33% Add +5142.9% 367 $30K
NewSquare Capital LLC 0.00% Add +26.9% 283 $29K
Burkett Financial Services, LLC 0.01% Add +0.7% 282 $29K
Montag A & Associates Inc. 0.00% Add +166.0% 282 $29K
HHM Wealth Advisors, LLC 0.00% Reduce -0.4% 277 $29K
Advantage Trust Co 0.01% Add +57.1% 275 $29K
Cedar Mountain Advisors, LLC 0.01% Add +1.1% 270 $28K
First Community Trust NA 0.02% No change 266 $28K
Ogorek Anthony Joseph /NY/ 0.01% No change 267 $27K
Sierra Ocean, LLC 0.02% No change 258 $27K
Bank of New Hampshire 0.01% No change 255 $26K
Union Savings Bank 0.01% No change 230 $26K
Hopwood Financial Services, Inc. 0.02% No change 250 $26K
Webster Bank, N. A. 0.00% No change 250 $26K
Raiffeisen Bank International AG 0.00% Reduce -60.2% 252 $26K
Flagship Wealth Advisors, LLC 0.01% No change 240 $25K
BankPlus Trust Department 0.01% No change 236 $24K
Main Street Group, LTD 0.01% Reduce -41.0% 232 $24K
Sarver Vrooman Wealth Advisors 0.02% No change 229 $24K
Eq Wealth Advisors, LLC 0.02% No change 226 $23K
Binnacle Investments Inc 0.02% Add +12.0% 224 $23K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +3.4% 215 $22K
Highline Wealth Partners LLC 0.01% Add +75.0% 203 $21K
Roble, Belko & Company, Inc 0.00% No change 200 $21K
Chesapeake Asset Management LLC 0.02% Reduce -2.4% 200 $21K
Lavaca Capital LLC 0.01% New 200 $21K
Fairscale Capital, LLC 0.02% No change 183 $21K
Midwest Capital Advisors, LLC 0.01% No change 195 $20K
Bruce G. Allen Investments, LLC 0.01% Reduce -1.0% 191 $20K
Aspect Partners, LLC 0.01% Add +158.1% 191 $20K
Christopher J. Hasenberg, Inc 0.01% No change 191 $20K
Glen Eagle Advisors, LLC 0.00% No change 190 $20K
Prestige Wealth Management Group LLC 0.00% No change 184 $19K
Banque Transatlantique SA 0.00% No change 180 $19K
Washington Trust Advisors, Inc. 0.00% No change 180 $19K
E Fund Management (Hong Kong) Co., Ltd. 0.02% No change 174 $18K
Whipplewood Advisors, LLC 0.01% Add +397.1% 174 $18K
Founders Capital Management 0.01% No change 173 $18K
Financial Perspectives, Inc 0.01% No change 172 $18K
Bell Investment Advisors, Inc 0.00% Reduce -3.5% 165 $17K
Millstone Evans Group, LLC 0.01% Add +23.4% 153 $16K
Vermillion & White Wealth Management Group, LLC 0.01% No change 150 $16K
Hara Capital LLC 0.01% No change 150 $16K
Richard W. Paul & Associates, LLC 0.01% Add +0.7% 149 $15K
Pacifica Partners Inc. 0.01% Add +145.0% 147 $15K
Financial Management Professionals, Inc. 0.00% No change 141 $15K
Spurstone Advisory Services, LLC 0.22% No change 138 $14K
TruNorth Capital Management, LLC 0.00% Reduce -75.9% 137 $14K
Rialto Wealth Management, LLC 0.00% No change 134 $14K
Front Row Advisors LLC 0.00% No change 125 $13K
Fortis Group Advisors, LLC 0.00% No change 125 $13K
Fortitude Family Office, LLC 0.00% Reduce -9.7% 121 $13K
Valued Wealth Advisors LLC 0.01% No change 120 $12K
WPG Advisers, LLC 0.01% Reduce -72.5% 120 $12K
WFA of San Diego, LLC 0.01% — 120 $12K
Retirement Wealth Solutions LLC 0.01% No change 119 $12K
Activest Wealth Management 0.00% Reduce -0.8% 117 $12K
Howard Hughes Medical Institute 0.00% New 115 $12K
Semmax Financial Advisors Inc. 0.00% No change 100 $11K
Financial Network Wealth Advisors LLC 0.01% No change 109 $11K
Parvin Asset Management, LLC 0.01% No change 109 $11K
Holos Integrated Wealth LLC 0.01% No change 100 $11K
Clearstead Trust, LLC 0.00% Reduce -18.9% 107 $11K
Evolution Wealth Management Inc. 0.01% — 104 $11K
Roxbury Financial LLC 0.01% No change 102 $11K
Ascentis Wealth Management, LLC 0.00% No change 100 $11K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -1.0% 101 $11K
WealthCollab, LLC 0.01% No change 101 $10K
Traub Capital Management LLC 0.01% — 100 $10K
Hager Investment Management Services, LLC 0.01% No change 100 $10K
Kentucky Trust Co 0.01% No change 100 $10K
Vermillion Wealth Management, Inc. 0.01% New 100 $10K
SWAN Capital LLC 0.00% No change 100 $10K
Sachetta, LLC 0.00% Add +13.6% 100 $10K
Hussman Strategic Advisors, Inc. 0.00% No change 100 $10K
Estabrook Capital Management 0.00% No change 100 $10K
Coston, McIsaac & Partners 0.00% No change 100 $10K
Essential Partners LLC 0.00% — 94 $10K
Maseco LLP 0.00% — 93 $10K
Oliver Lagore Vanvalin Investment Group 0.00% — 87 $10K
Garde Capital, Inc. 0.00% No change 89 $9K
Prudent Man Investment Management, Inc. 0.01% No change 100 $9K
New England Capital Financial Advisors LLC 0.00% No change 86 $9K
Alerus Financial NA 0.00% New 86 $9K
General Partner, Inc. 0.01% No change 85 $9K
Vision Financial Markets LLC 0.01% Add +2.6% 79 $8K
Kathleen S. Wright Associates Inc. 0.00% No change 78 $8K
1248 Management, LLC 0.00% No change 75 $8K
NBT Bank, N.A. 0.00% No change 75 $8K
Morse Asset Management, Inc 0.00% No change 74 $8K
Marshall & Sterling Wealth Advisors Inc. 0.01% Add +630.0% 73 $8K
Solstein Capital, LLC 0.00% New 73 $8K
Riverview Trust Co 0.01% Reduce -90.0% 72 $7K
Thompson Investment Management, Inc. 0.00% No change 68 $7K
Wolff Wiese Magana LLC 0.00% Reduce -64.2% 67 $7K
Red Tortoise LLC 0.00% No change 67 $7K
Sound Income Strategies, LLC 0.00% Reduce -47.6% 66 $7K
True Wealth Design, LLC 0.00% Add +17.9% 66 $7K
Clark Wealth Partners 0.00% No change 65 $7K
Cedar Wealth Management, LLC 0.00% New 63 $7K
CGC Financial Services, LLC 0.00% No change 61 $6K
1 North Wealth Services LLC 0.00% No change 60 $6K
Abound Wealth Management 0.00% No change 59 $6K
FSA Wealth Management LLC 0.00% New 56 $6K
Access Investment Management LLC 0.00% — 56 $6K
Investors Research Corp 0.00% No change 56 $6K
Scarborough Advisors, LLC 0.00% New 55 $6K
GFG Capital, LLC 0.00% New 54 $6K
Dogwood Wealth Management LLC 0.00% Add +960.0% 53 $6K
Bare Financial Services, Inc 0.00% New 53 $5K
Total Investment Management Inc. 0.00% New 51 $5K
Curat Global, LLC 0.01% No change 50 $5K
WealthTrak Capital Management LLC 0.00% Add +11.1% 50 $5K
Kilter Group LLC 0.00% New 50 $5K
West Branch Capital LLC 0.00% Reduce -55.8% 50 $5K
Ulland Investment Advisors, LLC 0.00% No change 50 $5K
Alpine Bank Wealth Management 0.00% No change 48 $5K
Private Wealth Management Group, LLC 0.00% No change 45 $5K
Stone House Investment Management, LLC 0.00% Add +125.0% 45 $5K
Anfield Capital Management, LLC 0.00% No change 42 $4K
Elevation Wealth Partners, LLC 0.00% No change 40 $4K
Penserra Capital Management LLC 0.00% Reduce -99.4% 45 $4K
Mb, Levis & Associates, LLC 0.00% No change 35 $4K
Nalls Sherbakoff Group, LLC 0.00% Reduce -76.1% 32 $3K
IMG Wealth Management, Inc. 0.00% New 31 $3K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 31 $3K
Medallion Wealth Advisors, LLC 0.00% No change 30 $3K
Principia Wealth Advisory, LLC 0.00% Add +20.0% 30 $3K
Rakuten Securities, Inc. 0.00% Reduce -6.3% 30 $3K
Cherry Tree Wealth Management, LLC 0.00% Reduce -34.2% 25 $3K
CBIZ Investment Advisory Services, LLC 0.00% Add +400.0% 25 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +100.0% 24 $2K
Hollencrest Capital Management 0.00% No change 24 $2K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -4.2% 23 $2K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 15 $2K
Core Alternative Capital 0.00% No change 19 $2K
Tradewinds Capital Management, LLC 0.00% No change 15 $2K
Toth Financial Advisory Corp. 0.00% New 15 $2K
Nova Wealth Management, Inc. 0.00% New 14 $1K
SJS Investment Consulting Inc. 0.00% Reduce -48.0% 13 $1K
Parkworth Wealth Management, Inc. 0.00% New 12 $1K
Kiker Wealth Management, LLC 0.00% New 12 $1K
Transce3nd, LLC 0.00% New 12 $1K
Raffa Wealth Management, LLC 0.00% No change 12 $1K
HFM Investment Advisors, LLC 0.00% Add +150.0% 10 $1K
Financial Gravity Companies, Inc. 0.00% — 9 $934
DecisionPoint Financial, LLC 0.00% New 8 $836
American Capital Advisory, LLC 0.00% Add +60.0% 8 $831
Quaker Wealth Management, LLC 0.00% — 7 $727
Signature Resources Capital Management, LLC 0.00% New 7 $726
Caitong International Asset Management Co., Ltd 0.00% New 5 $519
Family Legacy Financial Solutions, LLC 0.00% — 5 $518
Redwood Park Advisors LLC 0.00% Reduce -90.3% 3 $312
Centerpoint Advisors, LLC 0.00% New 4 $0

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