WEC Energy GroupWEC

13F holders, Q1 2024 (March 31)
1,037holders
6famous investors
$82.11avg. 13F price*

At the end of Q1 2024, 1,037 institutions reported holding WEC Energy Group Inc. (WEC) in their 13F filings. The largest holders were Vanguard Group Inc. ($3.3B), BlackRock Inc. ($2.4B) and State Street Corp. ($1.8B). 6 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).

Company
WEC Energy Group Inc.
Sector
Utilities
CUSIP
92939U106
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions75$117.1M
Exits93$166.2M

Ownership 1,037 holders

Vanguard Group Inc. 0.06% Reduce -4.8% 39,674,127 $3.3B
BlackRock Inc. 0.06% Add +0.4% 28,899,250 $2.4B
State Street Corp. 0.08% Add +25.4% 22,330,945 $1.8B
Wells Fargo & Company 0.18% Add +6.3% 8,066,385 $662.4M
Geode Capital Management, LLC 0.06% Add +4.6% 7,630,080 $625.0M
Bank of America Corp. 0.05% Add +14.7% 6,558,640 $538.6M
Invesco Ltd. 0.10% Reduce -3.2% 5,884,973 $483.3M
Deutsche Bank AG 0.21% Add +1.2% 5,606,883 $460.4M
JPMorgan Chase & Co. 0.03% Add +14.1% 4,754,524 $390.4M
Ameriprise Financial Inc. 0.09% Add +0.6% 4,180,033 $342.9M
Magellan Asset Management Ltd 2.97% Reduce -20.2% 3,782,811 $310.6M
Northern Trust Corp. 0.05% Reduce -7.1% 3,781,582 $310.5M
Nuveen Asset Management, LLC 0.09% Reduce -5.4% 3,654,512 $300.2M
Morgan Stanley 0.02% Reduce -11.2% 3,556,682 $292.1M
Legal & General Group Plc 0.07% Reduce -0.5% 3,088,804 $253.7M
Pictet Asset Management Holding SA 0.22% Reduce -28.7% 2,489,423 $204.4M
PNC Financial Services Group, Inc. 0.14% Reduce -0.4% 2,444,196 $200.7M
T. Rowe Price Investment Management, Inc. 0.12% Add +5173.6% 2,329,667 $191.3M
Bank of New York Mellon Corp 0.04% Reduce -3.7% 2,292,130 $188.2M
California Public Employees Retirement System 0.11% Reduce -3.3% 1,890,705 $155.3M
American Century Companies Inc. 0.10% Add +11.4% 1,877,189 $154.2M
Principal Financial Group Inc. 0.09% Reduce -1.3% 1,826,791 $150.0M
Charles Schwab Investment Management Inc. 0.03% Add +2.3% 1,817,996 $149.3M
Earnest Partners LLC 0.66% Add +36.0% 1,748,141 $143.6M
Envestnet Asset Management Inc. 0.05% Add +3.4% 1,721,920 $141.4M
Confluence Investment Management LLC 1.72% Add +629.8% 1,558,019 $127.9M
Royal Bank of Canada 0.03% Add +12.3% 1,411,982 $116.0M
Millennium Management 0.10% Reduce -23.1% 1,394,843 $114.5M
Goldman Sachs Group Inc. 0.02% Reduce -10.3% 1,364,676 $112.1M
Clearbridge Investments, LLC 0.09% Add +0.1% 1,333,883 $109.5M
Westwood Holdings Group Inc. 0.86% Add +9.2% 1,320,723 $108.5M
FMR LLC 0.01% Reduce -6.9% 1,299,212 $106.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -0.6% 1,289,042 $105.9M
CIBC Private Wealth Group LLC 0.20% Add +5.8% 1,268,462 $103.5M
Qube Research & Technologies Ltd 0.18% Add +27.8% 1,197,585 $98.3M
Duff & Phelps Investment Management Co. 1.15% Reduce -5.1% 1,164,490 $95.6M
Neuberger Berman Group LLC 0.08% Reduce -38.2% 1,154,342 $94.8M
Stifel Financial Corp. 0.11% Add +368.3% 1,131,031 $92.9M
Crawford Investment Counsel Inc. 1.70% Add +36.6% 1,110,075 $91.2M
CBRE Investment Management Listed Real Assets LLC 1.58% Reduce -1.6% 1,033,563 $84.9M
Energy Income Partners, LLC 1.72% Add +3.4% 1,022,040 $83.9M
Bahl & Gaynor LLC 0.46% Reduce -1.4% 1,006,120 $82.6M
Raymond James & Associates 0.06% Reduce -19.9% 995,513 $81.8M
T. Rowe Price Associates Inc. 0.01% Reduce -41.5% 987,791 $81.1M
Cincinnati Insurance Co. 1.32% No change 978,300 $80.3M
Bessemer Group Inc. 0.14% Reduce -7.0% 960,884 $78.9M
Dimensional Fund Advisors LP 0.02% Reduce -0.7% 957,803 $78.7M
Swiss National Bank 0.05% Reduce -4.2% 944,587 $77.6M
First Trust Advisors LP 0.08% Reduce -1.9% 916,455 $75.3M
UBS Group AG 0.02% Add +23.4% 886,893 $72.8M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -2.5% 875,195 $71.9M
D. E. Shaw & Co. 0.09% Add +392.4% 802,194 $65.9M
Sei Investments Co. 0.09% Add +27.6% 731,751 $60.1M
Franklin Resources Inc. 0.02% Reduce -29.8% 706,725 $58.0M
Rathbones Group PLC 0.33% Add +18.6% 703,494 $57.8M
Epoch Investment Partners, Inc. 0.26% Reduce -9.6% 698,548 $57.4M
Gabelli Funds LLC 0.42% Reduce -1.4% 676,270 $55.5M
APG Asset Management N.V. 0.10% Reduce -1.1% 725,791 $55.2M
Renaissance Technologies 0.09% Add +143.7% 669,575 $55.0M
Rhumbline Advisers 0.05% Reduce -3.9% 645,404 $53.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.36% Add +6.6% 632,691 $52.0M
Barclays PLC 0.02% Reduce -15.5% 615,984 $50.6M
Canada Pension Plan Investment Board 0.05% Add +3.9% 583,626 $47.9M
Amundi 0.02% Reduce -31.0% 590,406 $47.5M
Two Sigma Investments, LP 0.12% Add +149.6% 573,589 $47.1M
Bank of Montreal 0.01% Reduce -14.6% 548,233 $45.0M
HSBC Holdings PLC 0.03% Add +2.4% 517,274 $42.5M
State Board of Administration of Florida Retirement System 0.09% Add +20.3% 423,718 $40.2M
Benjamin F. Edwards & Company, Inc. 0.72% Add +10.0% 485,876 $39.9M
Victory Capital Management Inc. 0.04% Add +21.2% 458,172 $37.6M
Vaughan David Investments LLC 0.93% Add +6.6% 456,783 $37.5M
Dearborn Partners LLC 1.61% Reduce -21.8% 455,753 $37.4M
Connor, Clark & Lunn Investment Management Ltd. 0.16% Add +18.3% 447,145 $36.7M
LPL Financial LLC 0.02% Add +21.6% 431,722 $35.5M
W1M Asset Management Ltd 2.70% Add +4.8% 430,882 $35.4M
Manufacturers Life Insurance Company, The 0.03% Reduce -31.1% 427,598 $35.1M
California State Teachers Retirement System 0.04% Reduce -3.8% 423,078 $34.7M
National Pension Service 0.04% Add +3.2% 403,120 $33.1M
Employees Retirement System of Texas 0.35% No change 393,000 $32.3M
Korea Investment CORP 0.08% Add +25.6% 390,634 $32.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +23.4% 390,184 $32.0M
Gateway Investment Advisers LLC 0.36% Add +14.5% 385,323 $31.6M
US Bancorp \de 0.04% Reduce -2.3% 384,104 $31.5M
Macquarie Group Ltd. 0.04% Reduce -0.1% 378,410 $31.1M
Alliancebernstein L.P. 0.01% Reduce -10.1% 355,435 $29.2M
Caisse de depot et placement du Quebec 0.07% Reduce -68.6% 345,445 $28.4M
BNP Paribas Financial Markets 0.04% Add +1.9% 343,348 $28.2M
Credit Suisse AG/ 0.03% Reduce -1.6% 336,987 $27.7M
Old Republic International Corp. 1.07% No change 332,331 $27.3M
Voloridge Investment Management, LLC 0.10% Reduce -23.0% 318,382 $26.1M
AQR Capital Management 0.04% Reduce -17.3% 307,423 $25.1M
Worldquant Millennium Advisors LLC 0.30% Add +132.6% 296,609 $24.4M
New York State Teachers Retirement System 0.05% Reduce -1.3% 286,657 $23.5M
Susquehanna Fundamental Investments, LLC 1.09% New 283,698 $23.3M
Country Trust Bank 0.60% Add +2.9% 281,657 $23.1M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -2.6% 279,936 $23.0M
Squarepoint Ops LLC 0.09% Reduce -18.9% 272,565 $22.4M
Cidel Asset Management Inc. 1.69% Reduce -0.6% 269,897 $22.2M
Corient Private Wealth LP 0.04% Reduce -3.5% 253,574 $20.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Reduce -23.4% 250,851 $20.6M
Huntington National Bank 0.22% Reduce -9.0% 250,364 $20.6M
Empire Life Investments Inc. 1.25% Reduce -2.9% 248,147 $20.4M
Raymond James Financial Services Advisors, Inc. 0.03% Reduce -11.7% 239,937 $19.7M
Prudential Financial Inc. 0.03% Reduce -7.1% 239,031 $19.6M
Natixis Advisors, LLC 0.04% Add +20.5% 222,508 $18.3M
Baird Financial Group, Inc. 0.04% Add +5.5% 221,445 $18.2M
Citigroup Inc. 0.02% Reduce -29.8% 208,043 $17.1M
Nisa Investment Advisors, LLC 0.11% Reduce -3.0% 207,045 $17.0M
Scout Investments, Inc. 0.40% Reduce -6.1% 197,567 $16.1M
Soroban Capital Partners LP 0.24% No change 193,778 $15.9M
State of Wisconsin Investment Board 0.04% Reduce -7.3% 193,454 $15.9M
Osaic Holdings, Inc. 0.04% Reduce -40.0% 192,659 $15.8M
FIL Ltd 0.02% Reduce -59.2% 191,871 $15.8M
New York State Common Retirement Fund 0.02% Reduce -9.6% 187,992 $15.4M
Hennessy Advisors Inc. 0.64% Reduce -4.3% 184,040 $15.1M
TD Asset Management Inc 0.01% Reduce -0.3% 179,672 $14.8M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -1.1% 176,943 $14.5M
Commonwealth Equity Services, LLC 0.02% Add +15.6% 175,327 $14.4M
Asset Management One Co., Ltd. 0.05% Reduce -5.2% 169,285 $13.9M
South Street Advisors LLC 2.22% Add +0.9% 169,072 $13.9M
Allspring Global Investments Holdings, LLC 0.02% Reduce -6.7% 166,286 $13.7M
Baillie Gifford & Co. 0.01% Reduce -19.7% 165,514 $13.6M
Jane Street Group, LLC 0.02% Add +85.1% 164,483 $13.5M
MML Investors Services, LLC 0.06% Add +3.1% 164,237 $13.5M
CANADA LIFE ASSURANCE Co 0.03% Reduce -0.4% 164,024 $13.5M
Leeward Investments, LLC - MA 0.60% Add +4.0% 163,685 $13.4M
State of New Jersey Common Pension Fund D 0.04% Reduce -3.3% 159,974 $13.1M
Wealth Enhancement Advisory Services, LLC 0.03% Add +11.8% 147,650 $12.1M
Mariner, LLC 0.02% Reduce -0.5% 146,076 $12.0M
Two Sigma Advisers, LP 0.03% Add +752.4% 143,200 $11.8M
Treasurer of the State of North Carolina 0.05% Add +0.7% 140,997 $11.6M
Eagle Asset Management Inc. 0.06% Reduce -87.1% 141,375 $11.5M
Annex Advisory Services, LLC 0.40% Reduce -39.3% 137,482 $11.3M
Resona Asset Management Co.,Ltd. 0.07% — 134,051 $11.0M
Holocene Advisors, LP 0.04% Add +46.7% 133,105 $10.9M
Guggenheim Capital LLC 0.08% Add +2.3% 132,019 $10.8M
Aberdeen Group plc 0.02% Add +0.3% 130,340 $10.7M
B. Metzler seel. Sohn & Co. AG 0.12% Add +6.1% 129,624 $10.6M
Marshall Wace, LLP 0.02% Add +42.8% 129,265 $10.6M
Engineers Gate Manager LP 0.27% Add +330.3% 125,487 $10.3M
Brookstone Capital Management 0.18% Add +789.0% 125,219 $10.3M
AE Wealth Management LLC 0.12% Reduce -10.4% 124,966 $10.3M
NFJ Investment Group, LLC 0.28% New 123,860 $10.2M
Ensign Peak Advisors, Inc 0.02% Reduce -76.7% 123,683 $10.2M
Public Employees Retirement System of Ohio 0.04% Reduce -8.6% 122,773 $10.1M
DekaBank Deutsche Girozentrale 0.02% Reduce -11.3% 118,479 $9.5M
Dean Investment Associates, LLC 1.31% Add +32.8% 116,071 $9.5M
Boston Trust Walden Corp 0.07% New 115,901 $9.5M
Fifth Third Bancorp 0.04% Add +4.1% 115,565 $9.5M
Cetera Investment Advisers 0.02% Add +359.5% 115,116 $9.5M
Nicolet Advisory Services, LLC 0.94% Reduce -5.5% 113,518 $9.3M
Rockland Trust Co. 0.48% Add +1600.0% 111,265 $9.1M
Russell Investments Group, Ltd. 0.01% Add +19.4% 109,421 $9.0M
Hunter Perkins Capital Management, LLC 1.84% Reduce -4.4% 109,370 $9.0M
National Bank of Canada 0.02% Add +24.1% 104,523 $8.9M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +63.2% 98,397 $8.8M
IFM Investors Pty Ltd 0.10% Add +0.6% 106,687 $8.8M
Van Eck Associates Corp. 0.01% Add +39.3% 106,126 $8.7M
OMERS ADMINISTRATION Corp 0.10% No change 104,600 $8.6M
Cinctive Capital Management LP 0.44% New 103,637 $8.5M
Susquehanna International Group, LLP 0.01% Reduce -44.8% 102,877 $8.4M
State of Tennessee, Department of Treasury 0.03% Add +61.9% 102,299 $8.4M
Voya Investment Management LLC 0.01% Reduce -3.2% 101,468 $8.3M
Toronto Dominion Bank 0.01% Reduce -44.4% 100,461 $8.2M
Comerica Bank 0.03% Add +1.1% 98,183 $8.1M
Decade Renewable Partners LP 4.25% New 97,711 $8.0M
American International Group, Inc. 0.03% Reduce -0.8% 97,139 $8.0M
HFR Wealth Management, LLC 2.01% Add +2.6% 96,771 $7.9M
Forsta Ap-Fonden 0.07% Add +10.4% 96,200 $7.9M
Cambridge Investment Research Advisors, Inc. 0.03% Add +5.0% 95,849 $7.9M
Franklin, Parlapiano, Turner & Welch, LLC 2.15% New 95,253 $7.8M
Cincinnati Specialty Underwriters Insurance CO 2.45% No change 95,000 $7.8M
Nomura Asset Management Co. Ltd. 0.03% Reduce -0.1% 93,317 $7.7M
Mattern Capital Management, LLC 1.01% Add +17.3% 91,001 $7.5M
Truist Financial Corp. 0.01% Reduce -12.3% 90,760 $7.5M
Arizona State Retirement System 0.05% Add +2.0% 90,519 $7.4M
JGP Wealth Management, LLC 1.07% Add +6.6% 89,470 $7.3M
Townsquare Capital LLC 0.10% Add +27.9% 86,821 $7.1M
Keystone Financial Planning, Inc. 2.31% New 86,655 $7.1M
State of Michigan Retirement System 0.04% No change 86,384 $7.1M
Bartlett & Co. Wealth Management LLC 0.11% Add +0.1% 85,828 $7.0M
HighTower Advisors, LLC 0.01% Reduce -3.7% 85,080 $7.0M
Thomas Story & Son LLC 2.92% Add +269.6% 84,214 $6.9M
Cambridge Trust Co. 0.25% Reduce -1.3% 80,536 $6.6M
Trexquant Investment LP 0.13% Add +192.2% 80,337 $6.6M
Azimuth Capital Investment Management LLC 0.27% Reduce -1.8% 80,006 $6.6M
Advisors Asset Management, Inc. 0.13% Reduce -13.8% 79,784 $6.6M
Vestcor Inc 0.22% Reduce -3.1% 79,567 $6.5M
Guardian Capital LP 0.22% Reduce -0.4% 78,346 $6.4M
Stratos Wealth Partners, LTD. 0.11% Add +7.4% 78,115 $6.4M
Commerce Bank 0.04% Reduce -1.0% 77,350 $6.4M
O'shaughnessy Asset Management, LLC 0.07% Add +30.4% 75,389 $6.2M
Financial Planning & Information Services, Inc. 0.93% Add +6.5% 75,121 $6.2M
MetLife Investment Management, LLC 0.04% Reduce -3.5% 73,857 $6.1M
Van Lanschot Kempen Investment Management N.V. 0.07% Add +14.5% 71,640 $5.9M
1834 Investment Advisors Co. 0.69% Add +1137.5% 70,689 $5.8M
CIBC Asset Management Inc 0.02% Add +2.5% 70,208 $5.8M
Retirement Systems of Alabama 0.02% Add +0.1% 69,621 $5.7M
STRS Ohio 0.02% Reduce -25.7% 67,000 $5.5M
Amalgamated Bank 0.05% Reduce -14.3% 65,389 $5.4M
Texas Permanent School Fund Corp. 0.04% Add +0.1% 65,203 $5.4M
Gotham Asset Management 0.08% Add +65.3% 63,573 $5.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +1.6% 63,173 $5.2M
USS Investment Management Ltd 0.04% Reduce -35.7% 62,610 $5.1M
Sequoia Financial Advisors, LLC 0.06% Reduce -3.6% 62,556 $5.1M
Panagora Asset Management Inc. 0.03% Add +20.1% 61,971 $5.1M
Motco 0.30% Add +1.3% 60,560 $5.0M
Westpac Banking Corp. 0.37% Reduce -24.3% 59,515 $4.9M
Janney Montgomery Scott LLC 0.01% Add +2.7% 59,299 $4.9M
Old National Bancorp 0.11% Add +17.8% 58,617 $4.8M
Benjamin Edwards Inc. 0.95% Reduce -0.6% 57,966 $4.8M
Morgan Dempsey Capital Management LLC 1.48% New 56,433 $4.6M
Envestnet Portfolio Solutions, Inc. 0.02% Add +3.5% 56,233 $4.6M
Creative Planning 0.01% Add +6.1% 55,535 $4.6M
Czech National Bank 0.06% Add +0.5% 55,501 $4.6M
Daiichi Life Insurance Co., Ltd. 0.10% Reduce -16.0% 55,056 $4.5M
Duality Advisers, LP 0.44% Add +69.8% 54,659 $4.5M
Utah Retirement Systems 0.05% No change 54,584 $4.5M
Intech Investment Management LLC 0.06% Add +335.4% 54,090 $4.4M
SG Americas Securities, LLC 0.02% Add +287.5% 53,325 $4.4M
Glenmede Trust Co. NA 0.02% Add +7.4% 52,671 $4.3M
Pacer Advisors, Inc. 0.01% Reduce -11.4% 52,288 $4.3M
Prosperity Consulting Group, LLC 0.54% New 52,119 $4.3M
Albion Financial Group 0.33% Add +2.1% 51,679 $4.2M
Yousif Capital Management, LLC 0.05% Reduce -2.9% 50,808 $4.2M
Jump Financial, LLC 0.11% Reduce -40.8% 50,412 $4.1M
Cerity Partners LLC 0.01% Add +63.8% 50,372 $4.1M
Opus Investment Management Inc. 2.68% No change 50,000 $4.1M
American Assets Investment Management, LLC 0.39% No change 50,000 $4.1M
Great Lakes Advisors, LLC 0.03% Add +5.6% 49,724 $4.1M
NewEdge Advisors, LLC 0.03% Add +7.6% 48,298 $4.0M
Advisory Services Network, LLC 0.09% Add +26.3% 47,431 $3.9M
Rockefeller Capital Management L.P. 0.01% Reduce -31.7% 46,557 $3.8M
Atria Investments, Inc 0.05% Reduce -1.1% 46,516 $3.8M
Kingsview Wealth Management, LLC 0.10% Reduce -1.0% 46,210 $3.8M
Bank of Nova Scotia 0.01% Reduce -57.1% 46,025 $3.8M
Bright Rock Capital Management, LLC 0.78% New 46,000 $3.8M
Blair William & Co. 0.01% Add +0.8% 45,339 $3.7M
Agf Management Ltd. 0.02% Reduce -8.7% 45,199 $3.7M
Orion Porfolio Solutions, LLC 0.04% Add +43.2% 44,749 $3.7M
Orion Portfolio Solutions, LLC 0.04% Add +43.2% 44,749 $3.7M
Petredis Investment Advisors LLC 0.44% Add +3.3% 44,728 $3.7M
S&co Inc. 0.26% No change 44,237 $3.6M
Stoneridge Investment Partners LLC 1.36% Reduce -15.8% 43,661 $3.6M
Public Employees Retirement Association of Colorado 0.02% Reduce -4.8% 43,661 $3.6M
Entropy Technologies, LP 0.38% New 43,248 $3.6M
Bantamac Capital, LLC 2.01% No change 43,046 $3.5M
New York Life Investment Management LLC 0.04% Reduce -3.7% 43,040 $3.5M
Xponance LLC 0.04% Add +6.6% 42,891 $3.5M
Janus Henderson Group PLC 0.00% Add +0.0% 41,908 $3.4M
ProShare Advisors LLC 0.01% Reduce -1.7% 41,676 $3.4M
Intact Investment Management Inc. 0.13% No change 41,400 $3.4M
Mutual of America Capital Management LLC 0.04% Reduce -2.0% 41,356 $3.4M
Natixis 0.02% Add +403.2% 41,272 $3.4M
Woodley Farra Manion Portfolio Management Inc. 0.19% Reduce -5.8% 41,101 $3.4M
Cape Cod Five Cents Savings Bank 0.32% Add +3.0% 40,720 $3.3M
Richard C. Young & CO., LTD. 0.42% Reduce -6.5% 40,470 $3.3M
Alley Investment Management Company, LLC 0.45% Add +2.1% 40,078 $3.3M
Kowal Investment Group, LLC 0.71% Reduce -0.6% 40,045 $3.3M
Park Avenue Securities LLC 0.04% Reduce -0.1% 40,040 $3.3M
Nicholas Company, Inc. 0.05% Reduce -42.5% 39,785 $3.3M
Avantax Advisory Services, Inc. 0.03% Add +17.0% 39,497 $3.2M
Nissay Asset Management Corp. /Japan 0.02% Add +1.7% 39,272 $3.2M
Citadel Advisors 0.00% Reduce -90.3% 38,820 $3.2M
Edgestream Partners, L.P. 0.16% Add +241.2% 38,595 $3.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +9.2% 38,563 $3.2M
Mediolanum International Funds Ltd 0.05% — 38,748 $3.1M
Kestra Advisory Services, LLC 0.02% Add +1.4% 38,241 $3.1M
Schroder Investment Management Group 0.00% Reduce -3.0% 38,198 $3.1M
Meritage Portfolio Management 0.20% Reduce -5.3% 37,749 $3.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.10% Reduce -1.4% 37,742 $3.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +3.7% 37,661 $3.1M
Sit Investment Associates Inc. 0.07% Reduce -11.5% 37,475 $3.1M
Morton Community Bank 0.88% Add +11.2% 37,350 $3.1M
FORA Capital, LLC 0.25% Add +512.6% 36,334 $3.0M
Rafferty Asset Management, LLC 0.01% Add +3.1% 36,294 $3.0M
N.E.W. Advisory Services LLC 0.33% Add +0.0% 36,089 $3.0M
KLCM Advisors, Inc. 0.38% Add +4.7% 35,942 $3.0M
Public Sector Pension Investment Board 0.02% Reduce -3.2% 35,805 $2.9M
Farmers & Merchants Investments Inc. 0.10% Reduce -4.0% 35,518 $2.9M
Point72 Hong Kong Ltd 0.14% New 34,880 $2.9M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.69% Add +1188.1% 34,251 $2.8M
State of Alaska, Department of Revenue 0.03% Add +0.4% 34,210 $2.8M
Second Half Financial Partners, LLC 1.24% Add +1.1% 33,972 $2.8M
Synergy Asset Management, LLC 0.47% Reduce -15.7% 33,605 $2.8M
Ontario Teachers Pension Plan Board 0.03% Add +142.4% 33,574 $2.8M
Keybank National Association 0.01% Add +12.5% 33,517 $2.8M
Cresset Asset Management, LLC 0.01% Add +34.8% 32,838 $2.7M
Alliance Wealth Advisors, LLC 0.80% Add +39.2% 32,724 $2.7M
Alta Capital Management LLC/ 0.17% Add +21.0% 32,565 $2.7M
Somerset Trust Co 1.08% Add +3.5% 32,343 $2.7M
Teacher Retirement System of Texas 0.02% Add +4.5% 32,310 $2.7M
Hennion & Walsh Asset Management, Inc. 0.14% Reduce -2.9% 32,112 $2.6M
Cibc World Markets Corp. 0.02% Reduce -22.0% 31,662 $2.6M
Centiva Capital, LP 0.16% Add +347.0% 31,637 $2.6M
Occudo Quantitative Strategies LP 0.45% Reduce -53.8% 31,567 $2.6M
Sagefield Capital LP 0.32% Reduce -58.1% 31,461 $2.6M
Daiwa Securities Group Inc. 0.01% Reduce -4.7% 31,302 $2.6M
Regions Financial Corp. 0.02% Add +2.5% 31,214 $2.6M
Cincinnati Casualty Co. 1.39% No change 31,000 $2.5M
First American Bank 0.19% Add +0.6% 30,909 $2.5M
Empowered Funds, LLC 0.05% Add +139.6% 30,792 $2.5M
United Capital Management of KS, Inc. 0.58% Add +10.6% 30,773 $2.5M
Steward Partners Investment Advisory, LLC 0.03% Reduce -27.4% 30,243 $2.5M
TD Private Client Wealth LLC 0.08% Reduce -5.8% 30,070 $2.5M
Leavell Investment Management, Inc. 0.14% Reduce -13.2% 29,630 $2.4M
Global Trust Asset Management, LLC 0.99% No change 29,428 $2.4M
Brown Advisory Inc. 0.00% Add +18.9% 29,339 $2.4M
Bokf, NA 0.04% Add +7.9% 29,379 $2.4M
Quantinno Capital Management LP 0.05% Add +89.5% 28,856 $2.4M
Penobscot Investment Management Company, Inc. 0.25% Reduce -12.1% 28,716 $2.4M
Beacon Pointe Advisors, LLC 0.03% Add +25.6% 28,613 $2.3M
Lantz Financial LLC 0.75% Add +324.9% 28,454 $2.3M
Wellington Management Group LLP 0.00% Reduce -9.3% 28,432 $2.3M
Reaves W H & Co. Inc. 0.08% No change 28,300 $2.3M
Cornerstone Advisors, LLC 0.10% No change 28,300 $2.3M
Aquila Investment Management LLC 1.96% New 28,000 $2.3M
Meyer Handelman Co. 0.08% Reduce -9.9% 27,740 $2.3M
Mackenzie Financial Corp. 0.00% Add +4.8% 27,398 $2.2M
Rothschild Investment LLC 0.16% Add +0.8% 27,324 $2.2M
Harbour Investments, Inc. 0.08% Reduce -5.3% 27,201 $2.2M
Oregon Public Employees Retirement Fund 0.04% Add +9.5% 26,993 $2.2M
Mercer Global Advisors Inc. 0.01% Add +14.3% 26,842 $2.2M
Journey Advisory Group, LLC 0.27% Add +0.4% 26,764 $2.2M
Assetmark, Inc. 0.01% Add +0.2% 26,334 $2.2M
Captrust Financial Advisors 0.01% Reduce -28.9% 26,294 $2.2M
Ashton Thomas Private Wealth, LLC 0.12% Add +9.1% 26,278 $2.2M
KBC Group NV 0.01% Add +4.8% 26,155 $2.1M
Gulf International Bank (UK) Ltd 0.05% No change 26,140 $2.1M
Aquatic Capital Management LLC 0.07% Add +4.4% 26,000 $2.1M
Kestra Private Wealth Services, LLC 0.05% Reduce -3.2% 25,809 $2.1M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -4.8% 25,798 $2.1M
Mirabella Financial Services LLP 0.15% Reduce -75.6% 25,507 $2.1M
Shakespeare Wealth Management, LLC 0.60% Reduce -1.2% 25,269 $2.1M
Private Advisor Group, LLC 0.01% Add +54.9% 25,258 $2.1M
Meiji Yasuda Asset Management Co Ltd. 0.09% Reduce -48.1% 25,131 $2.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +33.3% 25,092 $2.1M
Ameritas Advisory Services, LLC 0.08% Add +34.1% 24,705 $2.1M
Pathstone Holdings, LLC 0.01% Add +1.1% 24,788 $2.0M
Mitchell & Pahl Private Wealth, LLC 1.07% Add +5.1% 24,761 $2.0M
Mesirow Financial Investment Management, Inc. 0.05% Add +12.6% 24,472 $2.0M
Broadwater Capital Management LLC 1.52% Reduce -4.7% 24,170 $2.0M
Kentucky Retirement Systems 0.06% Reduce -5.1% 23,955 $2.0M
HighPoint Advisor Group LLC 0.14% Reduce -0.8% 23,093 $2.0M
Thrivent Financial for Lutherans 0.00% Reduce -0.3% 23,800 $2.0M
Crossmark Global Holdings, Inc. 0.04% Reduce -5.8% 23,751 $1.9M
Sciencast Management LP 1.19% Add +28.1% 23,738 $1.9M
Vanguard Personalized Indexing Management, LLC 0.04% Add +17.4% 23,465 $1.9M
Cipher Capital LP 0.89% New 23,328 $1.9M
Maryland State Retirement & Pension System 0.04% No change 24,095 $1.9M
Savant Capital, LLC 0.02% Add +14.7% 23,116 $1.9M
Wealthfront Advisers LLC 0.01% Add +6.0% 22,948 $1.9M
M&T Bank Corp 0.01% Add +21.1% 22,552 $1.9M
Quantbot Technologies LP 0.10% Add +158.0% 22,424 $1.8M
Beverly Hills Private Wealth, LLC 0.42% Add +2.9% 22,257 $1.8M
Prudential PLC 0.01% Reduce -28.4% 21,993 $1.8M
Nicolet Bankshares Inc. 0.37% No change 21,957 $1.8M
RFG Advisory, LLC 0.06% Add +2.3% 21,806 $1.8M
Oppenheimer & Co. Inc. 0.03% Add +39.0% 21,801 $1.8M
Concurrent Investment Advisors, LLC 0.07% Add +16.4% 21,787 $1.8M
KCM Investment Advisors LLC 0.07% Reduce -9.2% 21,439 $1.8M
LVW Advisors, LLC 0.29% Reduce -11.8% 21,075 $1.7M
Walleye Trading LLC 0.03% Reduce -54.1% 21,051 $1.7M
Rodgers Brothers Inc. 0.23% Add +2.0% 20,629 $1.7M
Hartford Investment Management Co. 0.06% Reduce -4.0% 20,393 $1.7M
Independent Advisor Alliance 0.06% Add +7.1% 20,290 $1.7M
Motley Fool Wealth Management, LLC 0.09% Reduce -0.2% 20,172 $1.7M
Oppenheimer Asset Management Inc. 0.02% Reduce -7.3% 20,054 $1.6M
Caldwell Trust Co 0.19% Reduce -10.3% 19,807 $1.6M
Premier Fund Managers Ltd 0.06% Reduce -33.3% 20,000 $1.6M
Belpointe Asset Management LLC 0.12% Add +7.1% 19,482 $1.6M
Credit Agricole S A 0.03% Add +112.0% 19,793 $1.6M
Parsons Capital Management Inc. 0.11% Reduce -12.2% 19,220 $1.6M
World Investment Advisors 0.22% Reduce -57.1% 7,916 $1.6M
Ameritas Investment Partners, Inc. 0.05% Add +373.6% 18,897 $1.6M
Associated Banc-Corp 0.05% Reduce -1.3% 18,788 $1.5M
Ascent Group, LLC 0.14% Add +4.4% 18,778 $1.5M
Metis Global Partners, LLC 0.06% Add +2.5% 18,732 $1.5M
Securian Asset Management, Inc. 0.04% Reduce -6.8% 18,527 $1.5M
Kesler, Norman & Wride, LLC 0.32% Add +6.6% 18,470 $1.5M
Louisiana State Employees Retirement System 0.03% Reduce -3.7% 18,400 $1.5M
Ellenbecker Investment Group 0.32% Reduce -4.4% 18,351 $1.5M
Vident Advisory, LLC 0.03% Add +312.4% 18,018 $1.5M
Caption Management, LLC 0.16% New 18,000 $1.5M
Clearstead Trust, LLC 0.38% Reduce -6.6% 17,669 $1.5M
Dana Investment Advisors, Inc. 0.05% Reduce -16.9% 17,488 $1.4M
Man Group plc 0.00% New 17,488 $1.4M
Aurora Investment Counsel 0.82% Reduce -0.6% 17,399 $1.4M
BKM Wealth Management, LLC 0.61% Reduce -12.0% 17,162 $1.4M
Lockheed Martin Investment Management Co. 0.10% Reduce -12.8% 16,300 $1.4M
Viking Fund Management LLC 0.25% Reduce -74.6% 17,000 $1.4M
Sabal Trust CO 0.08% Reduce -0.8% 16,986 $1.4M
Spirit of America Management Corp. 0.28% No change 16,750 $1.4M
Cwm, LLC 0.01% Reduce -5.7% 16,626 $1.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -11.2% 16,597 $1.4M
Wedbush Securities Inc. 0.05% Add +19.6% 16,590 $1.4M
Twin Capital Management Inc. 0.17% Add +0.5% 16,376 $1.3M
Girard Partners LTD. 0.13% Add +240.8% 16,349 $1.3M
New Mexico Educational Retirement Board 0.05% Reduce -3.6% 15,853 $1.3M
Focus Partners Wealth 0.01% Add +26.4% 15,843 $1.3M
Stock Yards Bank & Trust Co. 0.04% Add +0.7% 15,715 $1.3M
Mogy Joel R Investment Counsel Inc. 0.09% No change 15,708 $1.3M
Schmidt P J Investment Management Inc. 0.24% Reduce -7.4% 15,509 $1.3M
Nations Financial Group Inc, /Ia/ 0.11% Reduce -2.5% 15,454 $1.3M
UniSuper Management Pty Ltd 0.01% Add +379.5% 15,296 $1.3M
Fox Hill Wealth Management 0.84% Add +18.7% 15,164 $1.2M
Federated Hermes, Inc. 0.00% Add +6.0% 15,144 $1.2M
apricus wealth, LLC 0.87% New 15,075 $1.2M
Swiss Life Asset Management Ltd 0.02% Reduce -81.0% 14,866 $1.2M
JT Stratford LLC 0.24% New 14,737 $1.2M
Highview Capital Management LLC 0.54% Add +79.3% 14,680 $1.2M
SpiderRock Advisors, LLC 0.04% — 14,566 $1.2M
Nordea Investment Management AB 0.00% Reduce -1.9% 14,400 $1.2M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +93.1% 14,229 $1.2M
Illinois Municipal Retirement Fund 0.02% No change 14,023 $1.2M
Simplex Trading, LLC 0.03% Reduce -61.8% 13,969 $1.1M
Miller Howard Investments Inc. 0.04% Reduce -27.6% 13,892 $1.1M
Marietta Investment Partners LLC 0.25% No change 13,800 $1.1M
NorthRock Partners, LLC 0.04% Reduce -9.1% 13,680 $1.1M
Shell Asset Management Co. 0.05% Add +32.2% 14,310 $1.1M
South Dakota Investment Council 0.02% Add +28.4% 13,580 $1.1M
ICW Investment Advisors LLC 0.49% Add +2.5% 13,306 $1.1M
Ethic Inc. 0.03% New 13,000 $1.1M
Gsa Capital Partners LLP 0.08% Reduce -52.2% 12,968 $1.1M
Brasada Capital Management, LP 0.19% Reduce -1.1% 12,960 $1.1M
Conning Inc. 0.04% No change 12,914 $1.1M
Metropolitan Life Insurance Co 0.05% Reduce -0.9% 12,722 $1.0M
Legacy Private Trust Co. 0.08% Reduce -10.7% 12,648 $1.0M
McGlone Suttner Wealth Management, Inc. 0.19% Reduce -16.4% 12,495 $1.0M
Landaas & Co. /Wi 0.33% No change 12,431 $1.0M
Cornell Pochily Investment Advisors, Inc. 0.40% Add +8.5% 12,382 $1.0M
Hantz Financial Services, Inc. 0.02% No change 12,294 $1.0M
Welch & Forbes LLC 0.01% Reduce -0.2% 12,219 $1.0M
FDx Advisors, Inc. 0.15% Reduce -13.7% 12,138 $997K
Mattern Wealth Management LLC 0.24% Reduce -0.5% 12,028 $988K
Principal Securities, Inc. 0.03% Add +2.1% 11,929 $980K
Raymond James Trust N.A. 0.02% Reduce -47.1% 11,907 $978K
Integrated Wealth Concepts LLC 0.01% Add +8.2% 11,845 $973K
B.O.S.S. Retirement Advisors, LLC 0.37% Reduce -10.5% 11,548 $972K
Profund Advisors LLC 0.04% Reduce -7.7% 11,771 $967K
Prairie Sky Financial Group LLC 0.58% No change 11,736 $964K
Allworth Financial LP 0.01% Reduce -18.2% 11,686 $960K
Trueblood Wealth Management, LLC 0.55% Add +1.3% 11,671 $958K
Icon Wealth Advisors, LLC 0.09% Reduce -6.7% 11,643 $956K
Hummer Financial Advisory Services Inc 0.79% No change 11,622 $954K
Tiaa Trust, National Association 0.00% Reduce -3.9% 11,512 $945K
QRG Capital Management, Inc. 0.01% Add +46.8% 11,443 $940K
Empirical Finance, LLC 0.06% Add +3.5% 11,389 $935K
HRT Financial LP 0.01% Reduce -94.2% 11,389 $935K
D.A. Davidson & Co. 0.01% Add +10.8% 11,316 $929K
Rowlandmiller & Partners.adv 0.20% No change 11,305 $928K
Community Financial Services Group, LLC 0.21% — 11,238 $923K
PFW Advisors LLC 0.28% Reduce -1.6% 11,176 $918K
Merit Financial Group, LLC 0.02% Add +119.3% 10,982 $914K
Atria Wealth Solutions, Inc. 0.01% Add +6.6% 11,048 $907K
North Star Investment Management Corp. 0.06% Add +0.1% 10,932 $898K
HM Payson & Co. 0.02% Reduce -2.7% 10,913 $896K
Venture Visionary Partners LLC 0.04% No change 10,873 $893K
Machina Capital S.A.S. 0.46% New 10,533 $865K
Norinchukin Bank, The 0.03% Reduce -1.3% 10,500 $862K
Hendershot Investments Inc. 0.12% No change 10,446 $858K
TrinityPoint Wealth, LLC 0.14% Add +0.9% 10,423 $856K
Kentucky Retirement Systems Insurance Trust Fund 0.06% Reduce -7.4% 10,410 $855K
Portside Wealth Group, LLC 0.16% Add +27.7% 10,383 $853K
Brown Capital Management LLC 0.01% No change 10,324 $848K
United Services Automobile Association 0.02% No change 10,191 $837K
CENTRAL TRUST Co 0.02% Reduce -8.4% 10,115 $831K
Harbour Investment Management LLC 0.39% New 10,060 $826K
Ballentine Partners, LLC 0.02% Add +45.5% 10,028 $824K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.3% 10,010 $822K
First Command Advisory Services, Inc. 0.01% Add +1615.8% 38,812 $812K
Wolverine Trading, LLC 0.01% Reduce -10.2% 9,773 $803K
Credential Qtrade Securities Inc. 0.04% Add +13.0% 9,761 $802K
PFG Investments, LLC 0.05% New 9,721 $798K
Apollon Wealth Management, LLC 0.03% Add +17.2% 9,705 $797K
Van Hulzen Asset Management, LLC 0.05% Reduce -10.0% 9,659 $793K
Prospera Financial Services Inc 0.02% Reduce -29.4% 9,625 $791K
Johnson Investment Counsel Inc. 0.01% Add +0.6% 9,586 $787K
American State Bank (Iowa) 0.53% Reduce -2.8% 9,584 $787K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +2.6% 9,574 $786K
Independent Financial Group, LLC 0.04% Reduce -13.7% 9,543 $784K
Private Harbour Investment Management & Counsel, LLC 0.84% Reduce -1.4% 9,509 $781K
Romano Brothers and Company 0.11% No change 9,453 $776K
Fiduciary Trust Co 0.01% Reduce -3.0% 9,413 $773K
Great Valley Advisor Group, Inc. 0.02% Add +22.1% 9,316 $765K
Vantage Financial Partners, LLC 0.21% Add +20.9% 9,289 $763K
Claro Advisors Inc. 0.13% Add +69.3% 9,115 $748K
Avantax Planning Partners, Inc. 0.02% No change 9,079 $746K
Valmark Advisers, Inc. 0.01% Reduce -2.0% 9,031 $742K
Blue Trust, Inc. 0.01% Add +18.9% 8,969 $737K
GAMMA Investing LLC 0.15% Add +24.5% 8,944 $734K
Wealthspire Advisors, LLC 0.01% Reduce -3.4% 8,783 $721K
FineMark National Bank & Trust 0.03% Reduce -2.8% 8,738 $718K
Chelsea Counsel Co. 0.40% No change 8,672 $712K
WNY Asset Management, LLC 0.11% Add +0.1% 8,501 $698K
Rakuten Investment Management, Inc. 0.01% Add +987.4% 8,482 $697K
IHT Wealth Management, LLC 0.03% Add +5.8% 8,448 $694K
Montag A & Associates Inc. 0.03% No change 8,414 $691K
Wealth Alliance, LLC 0.09% Reduce -11.1% 8,381 $688K
Banque Cantonale Vaudoise 0.03% No change 8,380 $688K
Greenleaf Trust 0.01% Reduce -12.5% 8,372 $688K
CHICAGO TRUST Co NA 0.14% No change 8,359 $686K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -0.1% 8,226 $675K
Searle & Co. 0.17% No change 8,200 $673K
IFP Advisors, Inc 0.03% Add +21.4% 8,182 $672K
Obermeyer Wealth Partners 0.04% No change 8,151 $669K
Alberta Investment Management Corp 0.01% No change 8,100 $665K
Resources Management Corp. /CT/ 0.10% Reduce -2.4% 8,057 $662K
Tower Research Capital LLC (TRC) 0.02% Reduce -85.7% 8,034 $660K
Degroof Petercam Asset Management 0.01% No change 8,000 $657K
Praxis Investment Management Inc. 0.04% No change 7,950 $653K
Weaver Capital Management LLC 0.19% Add +54.2% 7,948 $653K
Aristotle Atlantic Partners, LLC 0.02% No change 7,941 $652K
Beaton Management Co. Inc. 0.35% No change 7,988 $646K
McDonald Partners LLC 0.18% Add +2.6% 7,819 $642K
Bleakley Financial Group, LLC 0.02% Add +6.8% 7,767 $638K
Marble Harbor Investment Counsel, LLC 0.07% No change 7,732 $635K
Simplicity Wealth,LLC 0.02% New 7,731 $635K
Exchange Traded Concepts, LLC 0.02% Add +11.7% 7,703 $633K
Lloyd Advisory Services, LLC. 0.13% New 7,690 $632K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +13.3% 7,679 $631K
Dakota Wealth Management 0.02% Add +5.0% 7,620 $626K
Assenagon Asset Management S.A. 0.00% No change 7,608 $625K
Ostrum Asset Management 0.05% Add +158.4% 7,595 $624K
Trust Co. of Toledo NA 0.10% Add +9.5% 7,489 $615K
Winch Advisory Services, LLC 0.19% Add +1.0% 7,434 $610K
DAVENPORT & Co LLC 0.00% Reduce -3.1% 7,422 $609K
Badgley Phelps Wealth Managers, LLC 0.02% No change 7,364 $605K
My Legacy Advisors, LLC 0.20% Add +106.9% 7,325 $602K
Venturi Wealth Management, LLC 0.04% Reduce -3.7% 7,316 $601K
Investment House LLC 0.04% No change 7,300 $599K
First Trust Direct Indexing L.P. 0.04% Reduce -31.8% 7,265 $597K
OneDigital Investment Advisors LLC 0.01% Add +14.0% 7,262 $596K
Sheaff Brock Investment Advisors, LLC 0.05% Add +71.9% 7,215 $593K
NewEdge Wealth, LLC 0.01% Add +7.8% 7,126 $592K
Geneos Wealth Management Inc. 0.03% Add +7.0% 7,183 $590K
IAG Wealth Partners, LLC 0.13% Add +81.3% 7,149 $587K
Clifford Swan Investment Counsel LLC 0.02% No change 7,142 $587K
NEOS Investment Management LLC 0.04% Add +62.5% 7,140 $586K
Steph & Co. 0.20% No change 7,096 $583K
MAI Capital Management 0.01% Add +15.4% 7,061 $580K
Foundations Investment Advisors, LLC 0.02% Reduce -13.3% 7,017 $576K
XTX Topco Ltd 0.08% Add +6.8% 7,011 $576K
Csenge Advisory Group 0.03% Add +1.1% 6,982 $573K
TBH Global Asset Management, LLC 0.11% Add +1.6% 6,954 $571K
Wesbanco Bank Inc. 0.02% Add +2.0% 6,869 $564K
Integrated Advisors Network LLC 0.03% Add +5.4% 6,823 $560K
B. Riley Wealth Advisors, Inc. 0.01% Add +2.1% 6,876 $554K
Concourse Financial Group Securities, Inc. 0.04% Add +9.4% 6,715 $551K
MPS Loria Financial Planners, LLC 0.18% Add +2.1% 6,704 $551K
Vestmark Advisory Solutions, Inc. 0.02% Add +1.6% 6,702 $550K
Nebula Research & Development LLC 0.12% New 6,660 $547K
Sigma Planning Corp 0.02% Add +174.4% 6,658 $547K
Paloma Partners Management Co 0.11% Reduce -4.7% 6,582 $541K
Schaper Benz & Wise Investment Counsel Inc. 0.04% Add +158.1% 6,530 $536K
Cary Street Partners Investment Advisory LLC 0.02% Add +6.2% 6,521 $535K
Moors & Cabot, Inc. 0.03% Reduce -4.1% 6,518 $535K
Snowden Capital Advisors LLC 0.02% Reduce -5.5% 6,518 $535K
Clearstead Advisors, LLC 0.03% Add +2.0% 6,299 $535K
Peapack Gladstone Financial Corp. 0.01% Add +1.7% 6,499 $534K
Lincoln National Corp. 0.01% Add +18.1% 6,466 $531K
Advisors Management Group Inc. 0.13% Reduce -8.5% 6,447 $529K
Ti-Trust, Inc. 0.39% No change 6,430 $528K
Paragon Private Wealth Management, LLC 0.31% Add +3.0% 6,410 $526K
AlphaCore Capital LLC 0.14% Add +37.1% 6,385 $524K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -9.3% 6,356 $522K
Buckley Wealth Management, LLC 0.17% Reduce -0.3% 6,331 $520K
SPC Financial, Inc. 0.05% No change 6,250 $513K
Scientech Research LLC 0.27% New 6,158 $506K
Financial Advisory Partners, LLC 0.20% Reduce -6.0% 6,144 $505K
Carret Asset Management, LLC 0.06% Reduce -17.6% 6,100 $501K
Citizens Financial Group Inc. 0.02% Reduce -0.2% 6,088 $500K
Financial Advocates Investment Management 0.03% Add +3.2% 6,076 $499K
Ransom Advisory, Ltd 0.26% — 6,018 $494K
Bridges Investment Management Inc. 0.02% No change 6,000 $493K
Drake & Associates, LLC 0.18% Add +0.2% 5,982 $491K
City State Bank 0.22% Reduce -4.7% 5,953 $489K
Kingswood Wealth Advisors, LLC 0.06% New 5,933 $487K
Bradley Foster & Sargent Inc. 0.01% No change 5,930 $487K
PEAK6 Investments LLC 0.02% Reduce -80.5% 5,909 $485K
Mgo One Seven LLC 0.03% Reduce -14.9% 5,908 $485K
Daymark Wealth Partners, LLC 0.03% Reduce -1.7% 5,847 $480K
Triangle Securities Wealth Management 0.14% New 5,803 $477K
LVZ, Inc. 0.06% No change 5,778 $474K
Norden Group LLC 0.10% New 5,774 $474K
Alaska Permanent Fund Corp 0.01% Add +0.7% 5,772 $474K
Horizon Investments, LLC 0.01% Add +1.4% 5,776 $470K
MGB Wealth Management, LLC 0.19% No change 5,714 $469K
Dynamic Advisor Solutions LLC 0.02% Reduce -5.6% 5,690 $467K
Spinnaker Trust 0.03% Add +0.3% 5,668 $465K
Intrua Financial, LLC 0.07% Reduce -4.2% 5,664 $465K
WINTON GROUP Ltd 0.03% New 5,646 $464K
Chicago Capital, LLC 0.01% No change 5,638 $463K
Mission Wealth Management, LP 0.01% Add +7.4% 5,591 $459K
Capstone Investment Advisors, LLC 0.02% Add +2328.9% 5,538 $455K
Oarsman Capital, Inc. 0.11% Reduce -8.1% 5,494 $451K
Trivium Point Advisory, LLC 0.10% Add +0.2% 5,490 $451K
Krane Funds Advisors LLC 0.02% Add +89.4% 5,425 $447K
Hutner Capital Management Inc. 0.24% No change 5,427 $446K
Stratos Wealth Advisors, LLC 0.03% Reduce -0.3% 5,426 $446K
Inspire Investing, LLC 0.05% Add +2.1% 5,412 $444K
Meeder Advisory Services, Inc. 0.04% Add +13.4% 5,376 $441K
Prime Capital Investment Advisors, LLC 0.01% Add +1.1% 5,370 $441K
PAX Financial Group, LLC 0.09% Reduce -0.2% 5,342 $439K
Farther Finance Advisors, LLC 0.03% Add +148.6% 5,372 $438K
Tidal Investments LLC 0.01% Add +0.9% 5,296 $435K
Chesley Taft & Associates LLC 0.02% No change 5,280 $434K
Boston Family Office LLC 0.03% No change 5,251 $431K
Summit Financial, LLC 0.03% Reduce -2.3% 5,223 $429K
Advisor OS, LLC 0.05% Add +8.7% 5,213 $428K
Bryn Mawr Trust Advisors, LLC 0.02% Add +1.3% 5,199 $427K
Old Second National Bank of Aurora 0.11% Add +1.1% 5,174 $425K
North Star Asset Management Inc. 0.02% Reduce -4.8% 5,149 $423K
Petrus Trust Company, LTA 0.04% Reduce -14.2% 5,144 $422K
Wealth Architects, LLC 0.06% Reduce -0.3% 5,130 $421K
Ieq Capital, LLC 0.01% Reduce -14.8% 5,116 $420K
Diversified Trust Co. 0.01% Add +2.7% 5,099 $419K
Navera Investment Management Ltd. 0.01% No change 5,080 $417K
WFA Asset Management Corp 0.22% Add +0.9% 5,065 $416K
Investment Management Corp of Ontario 0.01% Reduce -31.2% 5,062 $416K
Blossom Wealth Management 1.00% Add +12.1% 5,045 $414K
Signaturefd, LLC 0.01% Reduce -6.6% 5,036 $414K
Moisand Fitzgerald Tamayo, LLC 0.06% No change 5,033 $413K
West Family Investments, Inc. 0.13% New 5,010 $411K
Hudock, Inc. 0.09% Add +0.1% 4,981 $409K
Dynamic Technology Lab Private Ltd 0.04% New 4,977 $409K
Aviva PLC 0.00% Add +3.9% 4,922 $404K
Alpha Cubed Investments, LLC 0.02% Add +13.9% 4,916 $404K
Partnership Wealth Management, LLC 0.28% No change 4,900 $402K
Inspirion Wealth Advisors, LLC 0.07% Reduce -0.6% 4,865 $399K
Global Retirement Partners, LLC 0.01% Reduce -56.9% 4,840 $397K
Mill Capital Management, LLC 0.03% No change 4,824 $396K
Marcum Wealth, LLC 0.04% Reduce -28.3% 4,752 $390K
Smith, Moore & Co. 0.04% Add +0.1% 4,744 $390K
LS Investment Advisors, LLC 0.06% No change 4,732 $389K
Robeco Institutional Asset Management B.V. 0.00% Reduce -86.3% 4,682 $384K
Forum Financial Management, LP 0.01% No change 4,669 $383K
United Capital Financial Advisors, LLC 0.00% Reduce -41.8% 4,668 $383K
West Paces Advisors Inc. 0.10% Reduce -1.1% 4,634 $381K
Moody LYNN Lieberson & Walker, LLC 0.03% Reduce -6.0% 4,608 $378K
Smithfield Trust Co 0.02% Add +2.6% 4,569 $376K
Freedom Investment Management, Inc. 0.03% Reduce -4.3% 4,556 $374K
Wintrust Investments LLC 0.03% Add +0.0% 4,541 $373K
McDonough Capital Management, Inc 0.29% Reduce -0.6% 4,500 $370K
Baker Tilly Wealth Management, LLC 0.07% Add +7.2% 4,488 $369K
Advisors Capital Management, LLC 0.01% Reduce -0.0% 4,466 $367K
West Michigan Advisors, LLC 0.12% Reduce -0.4% 4,431 $364K
Rehmann Capital Advisory Group 0.03% Reduce -19.2% 4,423 $363K
Focus Financial Network, Inc. 0.02% — 4,469 $359K
Greenfield Savings Bank 0.19% Reduce -7.1% 4,368 $359K
Private Trust Co. NA 0.04% Reduce -1.4% 4,309 $354K
V-Square Quantitative Management LLC 0.05% Add +42.1% 4,297 $353K
Carl P. Sherr & Co., LLC 0.20% No change 4,293 $353K
Two Sigma Securities, LLC 0.02% Reduce -65.3% 4,282 $352K
Tarbox Family Office, Inc. 0.06% No change 4,266 $350K
Equitable Holdings, Inc. 0.00% Reduce -4.9% 4,249 $349K
Brandywine Oak Private Wealth LLC 0.04% Add +10.4% 4,239 $348K
EP Wealth Advisors, LLC 0.00% Add +8.1% 4,232 $348K
Insight Wealth Strategies, LLC 0.05% Add +0.8% 4,223 $347K
Courier Capital LLC 0.03% Reduce -24.5% 4,206 $345K
Haverford Trust Co 0.00% Add +20.8% 4,174 $343K
Faithward Advisors, LLC 0.06% New 4,168 $342K
Plancorp, LLC 0.01% Add +2.4% 4,119 $338K
Parallel Advisors, LLC 0.01% Add +20.7% 4,111 $338K
Howe & Rusling Inc. 0.03% Add +2.1% 4,105 $337K
Johnson Financial Group, Inc. 0.02% Reduce -29.9% 4,095 $336K
Alhambra Investment Management LLC 0.18% No change 4,085 $335K
Brass Tax Wealth Management, Inc. 0.17% — 4,084 $335K
Old Mission Investment Co LLC 0.11% No change 4,069 $334K
Bard Financial Services, Inc. 0.04% No change 4,060 $333K
HBK Sorce Advisory LLC 0.01% Add +19.1% 4,056 $333K
Blue Barn Wealth, LLC 0.19% Add +21.0% 4,042 $332K
Florida Trust Wealth Management Co 0.01% Add +1.3% 4,002 $329K
Mairs & Power Inc. 0.00% Reduce -5.0% 4,000 $328K
Aptus Capital Advisors, LLC 0.01% Reduce -2.7% 3,992 $328K
Hanson & Doremus Investment Management 0.06% No change 3,947 $324K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -7.5% 3,941 $324K
CW Advisors, LLC 0.01% New 3,931 $323K
Wilmington Savings Fund Society, FSB 0.01% — 3,920 $322K
Los Angeles Capital Management LLC 0.00% No change 3,913 $321K
Tompkins Financial Corp. 0.04% Add +62.9% 3,885 $319K
Appleton Partners Inc. 0.02% Reduce -18.9% 3,887 $319K
Red Cedar Investment Management, LLC 0.04% Reduce -72.5% 3,879 $319K
Nilsine Partners, LLC 0.04% Reduce -4.0% 3,841 $315K
WealthTrust Axiom LLC 0.10% No change 3,816 $313K
Fortis Group Advisors, LLC 0.06% Reduce -50.0% 3,805 $312K
Zacks Investment Management 0.00% Reduce -87.9% 3,767 $309K
Reynders McVeigh Capital Management, LLC 0.02% No change 3,744 $308K
Ziegler Capital Management, LLC 0.01% Reduce -12.0% 3,729 $306K
MQS Management LLC 0.18% Add +7.8% 3,727 $306K
Brady Family Wealth, LLC 0.10% Reduce -0.9% 3,701 $304K
Stephens Inc. 0.00% Add +0.3% 3,701 $304K
ZWJ Investment Counsel Inc. 0.01% Reduce -16.9% 3,688 $303K
WoodTrust Financial Corp 0.05% New 3,675 $302K
Bank of New Hampshire 0.08% Reduce -5.4% 3,660 $301K
Crewe Advisors LLC 0.03% New 3,642 $299K
Armstrong, Fleming & Moore, Inc 0.21% Add +0.5% 3,638 $299K
Lido Advisors, LLC 0.00% Reduce -5.5% 3,631 $298K
Transcend Capital Advisors, LLC 0.02% Reduce -11.3% 3,631 $298K
Capital Advisors Inc. 0.01% No change 3,628 $298K
Glenview Trust Co 0.01% Reduce -3.3% 3,572 $293K
Ascension Asset Management LLC 0.15% — 3,500 $287K
Nixon Peabody Trust Co. 0.03% New 3,500 $287K
Waverly Advisors, LLC 0.01% New 3,488 $286K
Wealthquest Corp 0.03% No change 3,400 $279K
Callan Capital, LLC 0.02% Add +11.9% 3,396 $279K
First Foundation Advisors 0.01% Reduce -2.9% 3,370 $277K
Successful Portfolios LLC 0.19% Reduce -15.6% 3,355 $276K
Qtron Investments LLC 0.04% No change 3,348 $275K
Summit Asset Management, LLC 0.03% No change 3,335 $274K
Zions Bancorporation, N.A. 0.02% Reduce -2.5% 3,314 $272K
Rwa Wealth Partners, LLC 0.00% Reduce -4.9% 3,305 $271K
Siemens Fonds Invest GmbH 0.02% Reduce -4.0% 3,299 $271K
Cigna Investments Inc. 0.05% Reduce -2.3% 3,288 $270K
Robertson Stephens Wealth Management, LLC 0.01% Add +0.1% 3,259 $268K
Sterling Investment Advisors LLC 0.16% No change 3,250 $267K
Park National Corp. 0.01% Add +0.3% 3,245 $266K
1ST Source Bank 0.02% No change 3,227 $265K
LGT Financial Advisors LLC 0.31% No change 3,222 $265K
Keystone Financial Group 0.04% Add +0.0% 3,212 $264K
Centennial Wealth Advisory LLC 0.12% Add +0.2% 3,206 $263K
UMB Bank, n.a. 0.00% Add +3.2% 3,202 $263K
Credit Capital Investments LLC 0.32% New 3,200 $263K
Thrive Wealth Management, LLC 0.05% New 3,198 $263K
Park Place Capital Corp 0.09% Reduce -35.9% 3,189 $262K
Pitcairn Co. 0.02% Add +1.0% 3,179 $261K
GPS Wealth Strategies Group, LLC 0.04% Reduce -6.4% 3,176 $261K
Strategy Asset Managers LLC 0.06% Add +23.8% 3,160 $260K
Dividend Assets Capital, LLC 0.05% Reduce -29.4% 3,112 $256K
Phillips Wealth Planners LLC 0.29% Reduce -30.5% 3,289 $256K
Checchi Capital Advisers, LLC 0.02% Reduce -3.0% 3,091 $254K
International Assets Investment Management, LLC 0.03% Reduce -0.3% 3,102 $253K
MJP Associates Inc. 0.05% Add +21.9% 3,070 $252K
Bremer Bank National Association 0.05% Add +1.9% 3,051 $251K
CRA Financial Services, LLC 0.05% Reduce -0.2% 3,050 $250K
First Heartland Consultants, Inc. 0.03% Reduce -12.1% 3,013 $247K
Evexia Wealth LLC 0.10% No change 3,126 $247K
D L Carlson Investment Group Inc. 0.05% Reduce -0.2% 3,004 $247K
Longfellow Investment Management Co. LLC 0.06% New 2,983 $245K
Bank of Stockton 0.08% No change 2,982 $245K
Fulton Bank, N.A. 0.01% Add +16.8% 2,982 $245K
Blue Chip Partners, LLC 0.02% Reduce -0.5% 2,973 $244K
Connecticut Wealth Management, LLC 0.01% Reduce -16.3% 2,953 $243K
Compass Financial Group, INC 0.06% No change 2,938 $241K
Coldstream Capital Management Inc. 0.01% Reduce -13.3% 2,938 $241K
Isthmus Partners, LLC 0.03% No change 2,929 $241K
Syon Capital LLC 0.02% Reduce -9.9% 2,929 $241K
KOM Wealth Management Group, LLC 0.24% Reduce -2.9% 2,919 $240K
HTLF Bank 0.03% No change 2,912 $239K
Buckingham Strategic Wealth, LLC 0.00% Add +0.2% 2,911 $239K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.10% New 2,911 $239K
Lodestone Wealth Management LLC 0.12% No change 2,888 $237K
InterOcean Capital Group, LLC 0.01% Add +1.4% 2,850 $234K
HB Wealth Management, LLC 0.00% Reduce -51.4% 2,840 $233K
MTM Investment Management, LLC 0.10% No change 2,830 $232K
SVB Wealth LLC 0.01% Reduce -5.5% 2,818 $231K
Hurlow Wealth Management Group, Inc. 0.08% No change 2,790 $229K
Capital Investment Services of America, Inc. 0.02% No change 2,786 $229K
Western Wealth Management, LLC 0.02% Add +1.2% 2,785 $229K
Avior Wealth Management, LLC 0.01% Add +1913.8% 2,779 $228K
Principle Wealth Partners LLC 0.02% No change 2,770 $227K
Boston Financial Mangement LLC 0.01% Reduce -7.0% 2,759 $227K
Danske Bank A/S 0.00% — 2,759 $227K
Providence Wealth Advisors, LLC 0.19% Reduce -81.1% 2,762 $227K
Buska Wealth Management, LLC 0.10% — 2,757 $226K
CI Investments Inc. 0.00% Add +27.7% 2,756 $226K
Kohmann Bosshard Financial Services, LLC 0.03% New 2,745 $225K
Spirepoint Private Client, LLC 0.03% — 2,740 $225K
Diversify Advisory Services, LLC 0.01% — 2,755 $225K
Inceptionr LLC 0.06% New 2,733 $224K
UNIVEST FINANCIAL Corp 0.06% New 2,731 $224K
Modern Wealth Management, LLC 0.02% Add +3.3% 2,729 $224K
Axxcess Wealth Management, LLC 0.01% Reduce -47.2% 2,727 $224K
Main Street Financial Solutions, LLC 0.02% Add +1.5% 2,723 $224K
Schonfeld Strategic Advisors LLC 0.00% Reduce -97.8% 2,722 $224K
Beacon Investment Advisors LLC 0.13% Add +2.8% 2,705 $222K
Arcadia Investment Management Corp. 0.04% No change 2,700 $222K
Ironwood Investment Counsel, LLC 0.04% No change 2,700 $222K
Live Oak Private Wealth LLC 0.04% Reduce -1.4% 2,692 $221K
International Private Wealth Advisors LLC 0.43% New 2,683 $220K
Kovack Advisors, Inc. 0.03% Add +0.7% 2,682 $220K
Flagship Harbor Advisors, LLC 0.01% Add +0.3% 2,674 $220K
Tyche Wealth Partners LLC 0.05% Reduce -47.7% 2,674 $220K
IFG Advisors, LLC 0.06% No change 2,670 $219K
Capital Asset Advisory Services LLC 0.01% Reduce -0.4% 2,728 $219K
MBE Wealth Management, LLC 0.14% No change 2,662 $219K
Chesapeake Asset Management LLC 0.22% Reduce -38.2% 2,657 $218K
Connectus Wealth, LLC 0.01% Add +0.6% 2,655 $218K
Liberty Wealth Management LLC 0.04% New 2,653 $218K
Spectrum Investment Advisors, Inc. 0.16% Add +0.7% 2,651 $218K
Focus Partners Advisor Solutions, LLC 0.01% New 2,638 $217K
Gladstone Institutional Advisory LLC 0.01% Reduce -19.5% 2,635 $216K
Beese Fulmer Investment Management, Inc. 0.02% No change 2,628 $216K
Regal Investment Advisors LLC 0.01% Reduce -1.9% 2,599 $213K
Midwest Professional Planners, LTD. 0.07% Reduce -3.7% 2,590 $213K
Ipswich Investment Management Co., Inc. 0.05% No change 2,572 $211K
Choate Investment Advisors 0.01% Add +2.0% 2,545 $209K
Norris Perne & French LLP 0.01% No change 2,542 $209K
Tsfg, LLC 0.05% No change 2,530 $208K
First Interstate Bank 0.01% Reduce -3.8% 2,525 $207K
Nomura Holdings Inc. 0.00% Reduce -60.4% 2,519 $207K
Smartleaf Asset Management LLC 0.04% Add +16.1% 2,543 $206K
Duncker Streett & Co. Inc. 0.04% Reduce -6.4% 2,482 $204K
Independent Wealth Network Inc. 0.10% Reduce -12.2% 2,480 $204K
Integris Wealth Management, LLC 0.06% No change 2,477 $203K
MassMutual Private Wealth & Trust, FSB 0.01% Add +23.3% 2,477 $203K
CWA Asset Management Group, LLC 0.01% New 2,474 $203K
John G Ullman & Associates Inc. 0.03% Reduce -3.9% 2,450 $201K
Farmers & Merchants Trust Co of Chambersburg PA 0.08% Add +3.2% 2,374 $195K
Monetary Management Group Inc. 0.05% No change 2,350 $193K
TCTC Holdings, LLC 0.01% No change 2,331 $191K
Operose Advisors LLC 0.06% Add +173.2% 2,273 $187K
Perkins Coie Trust Co 0.04% No change 2,202 $181K
Virtus Advisers, LLC 0.10% New 2,180 $179K
Jones Financial Companies LLLP 0.00% Reduce -13.1% 2,170 $178K
Thompson Investment Management, Inc. 0.03% No change 2,169 $178K
Point72 Asia (Singapore) Pte. Ltd. 0.05% Reduce -92.4% 2,162 $178K
Mowery & Schoenfeld Wealth Management, LLC 0.34% No change 2,133 $175K
Pacific Capital Wealth Advisors, Inc. 0.04% No change 2,111 $173K
Tyler-Stone Wealth Management 0.07% Reduce -3.5% 1,995 $164K
Addison Advisors LLC 0.05% No change 1,926 $158K
Quadrant Capital Group LLC 0.01% Reduce -0.8% 1,912 $157K
Gradient Investments LLC 0.00% Reduce -55.9% 1,755 $144K
Sentry Investment Management LLC 0.05% No change 1,654 $136K
Bray Capital Advisors 0.03% No change 1,592 $131K
Headlands Technologies LLC 0.03% Reduce -55.9% 1,547 $127K
Richardson Financial Services Inc. 0.09% Add +30.6% 1,537 $126K
Red Tortoise LLC 0.07% No change 1,514 $124K
Clean Yield Group 0.05% No change 1,470 $121K
Laffer Tengler Investments, Inc. 0.04% Reduce -2.3% 1,424 $117K
Hills Bank & Trust Co 0.01% Add +3.6% 1,424 $117K
EntryPoint Capital, LLC 0.10% New 1,406 $115K
Continuum Advisory, LLC 0.02% New 1,341 $115K
Acadian Asset Management LLC 0.00% Reduce -44.1% 1,380 $113K
JNBA Financial Advisors 0.01% No change 1,365 $112K
Centaurus Financial, Inc. 0.01% New 1,352 $111K
Financial Perspectives, Inc 0.04% No change 1,338 $110K
Hexagon Capital Partners LLC 0.02% Reduce -7.3% 1,281 $105K
Sandy Spring Bank 0.00% Reduce -58.5% 1,263 $104K
St Germain D J Co. Inc. 0.01% Reduce -23.9% 1,254 $103K
State of Wyoming 0.02% Add +1.4% 1,214 $100K
Glass Jacobson Investment Advisors llc 0.04% No change 1,168 $96K
Quent Capital, LLC 0.01% Reduce -7.3% 1,119 $92K
Union Savings Bank 0.05% No change 1,100 $90K
Mather Group, Llc. 0.00% Reduce -80.0% 1,048 $88K
Intelligent Financial Strategies 0.05% No change 1,059 $87K
AdvisorNet Financial, Inc 0.01% Reduce -16.1% 1,035 $85K
Whittier Trust Co. 0.00% No change 1,035 $85K
TFC Financial Management, Inc. 0.01% Reduce -2.7% 1,028 $84K
First Personal Financial Services 0.02% No change 1,020 $84K
CoreCap Advisors, LLC 0.00% New 1,002 $82K
Alta Advisers Ltd 0.04% No change 1,000 $82K
Pinnacle Bancorp, Inc. 0.02% No change 982 $81K
Register Financial Advisors LLC 0.04% New 979 $80K
Lindbrook Capital, LLC 0.01% Add +10.4% 953 $78K
First Pacific Financial 0.02% No change 902 $74K
FSA Wealth Management LLC 0.03% No change 900 $74K
Future Financial Wealth Managment LLC 0.06% New 873 $72K
Boit C F David 0.04% No change 867 $72K
SYSTM Wealth Solutions LLC 0.01% Add +0.7% 857 $70K
Capital Advisors, Ltd. LLC 0.01% Reduce -8.8% 853 $70K
EverSource Wealth Advisors, LLC 0.01% Add +49.4% 807 $67K
Oakworth Capital, Inc. 0.01% No change 809 $66K
Rosenberg Matthew Hamilton 0.02% Reduce -3.0% 801 $65K
Hilltop National Bank 0.02% — 775 $64K
Independence Bank of Kentucky 0.02% No change 756 $62K
Central Pacific Bank - Trust Division 0.01% — 741 $60K
Beacon Capital Management, LLC 0.01% Reduce -0.7% 729 $60K
Lanark Financial, Inc. 0.01% Reduce -6.9% 718 $58K
Avalon Trust Co 0.00% No change 700 $57K
First Horizon Advisors, Inc. 0.00% Add +3.1% 666 $55K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% Add +303.0% 665 $55K
Group One Trading LLC 0.00% Reduce -74.3% 661 $54K
Trust Co. of Vermont 0.00% Add +50.7% 654 $54K
Mark Sheptoff Financial Planning, LLC 0.03% No change 650 $53K
Colonial Trust Advisors 0.01% Add +8.2% 649 $53K
Prestige Wealth Management Group LLC 0.01% Reduce -15.5% 648 $53K
Strengthening Families & Communities, LLC 0.03% Add +1.1% 641 $53K
Concord Wealth Partners 0.01% No change 644 $53K
Cassady Schiller Wealth Management, LLC 0.02% Reduce -29.0% 630 $52K
Hollencrest Capital Management 0.00% No change 612 $50K
Tanglewood Legacy Advisors, LLC 0.02% Reduce -18.5% 600 $49K
Catalyst Funds Management Pty Ltd 0.01% — 600 $49K
Anchor Investment Management, LLC 0.01% Add +1.6% 587 $48K
St. Johns Investment Management Company, LLC 0.02% No change 580 $48K
Oliver Lagore Vanvalin Investment Group 0.01% No change 578 $47K
Spire Wealth Management 0.00% Reduce -67.7% 575 $47K
CNB Bank 0.02% No change 566 $46K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +20.2% 559 $46K
Horizons Wealth Management 0.03% No change 541 $46K
Sugarloaf Wealth Management, LLC 0.01% No change 553 $45K
WASHINGTON TRUST Co 0.00% Add +13.3% 553 $45K
MilWealth Group LLC 0.01% No change 551 $45K
GW&K Investment Management, LLC 0.00% Reduce -0.4% 553 $45K
Bruce G. Allen Investments, LLC 0.04% Add +15.0% 543 $45K
Barrett & Company, Inc. 0.02% No change 540 $44K
Walleye Capital LLC 0.00% New 540 $44K
Gen-Wealth Partners Inc 0.02% — 534 $44K
TD Waterhouse Canada Inc. 0.00% Reduce -12.6% 494 $44K
Quarry LP 0.02% Add +39.0% 527 $43K
Householder Group Estate & Retirement Specialist, LLC 0.01% No change 527 $43K
Cherry Tree Wealth Management, LLC 0.01% No change 521 $43K
Salem Investment Counselors Inc. 0.00% No change 518 $43K
Parkside Financial Bank & Trust 0.01% Reduce -6.2% 514 $42K
Loomis Sayles & Co. L P 0.00% Reduce -19.7% 509 $42K
Perritt Capital Management Inc 0.02% Add +1.0% 509 $42K
SOA Wealth Advisors, LLC. 0.01% No change 480 $39K
Piscataqua Savings Bank 0.03% No change 459 $38K
ESL Trust Services, LLC 0.01% New 451 $37K
Laurel Wealth Advisors LLC 0.01% Add +3.5% 441 $36K
Front Row Advisors LLC 0.01% Add +235.9% 430 $35K
Essex Investment Management Co. LLC 0.01% No change 430 $35K
Deseret Mutual Benefit Administrators 0.02% No change 425 $35K
Maryland Capital Advisors Inc. 0.02% No change 418 $34K
FinTrust Capital Advisors, LLC 0.01% Add +52.6% 412 $34K
Ancora Advisors LLC 0.00% No change 411 $34K
Colonial Trust Co / SC 0.01% Add +16.8% 410 $34K
Valley National Advisers Inc. 0.00% Reduce -6.0% 393 $32K
Sound Income Strategies, LLC 0.00% Add +12.9% 375 $31K
Brown Brothers Harriman & Co. 0.00% Reduce -22.8% 349 $29K
Valued Wealth Advisors LLC 0.02% Reduce -0.9% 343 $28K
Trust Co 0.00% No change 338 $28K
Center for Financial Planning, Inc. 0.00% No change 333 $27K
Pinnacle Financial Partners Inc 0.00% No change 328 $27K
First United Bank & Trust 0.01% Reduce -7.1% 327 $27K
Peoples Financial Services Corp. 0.01% No change 326 $27K
TruNorth Capital Management, LLC 0.01% — 325 $27K
Kelly Financial Services LLC 0.01% Add +0.3% 310 $25K
Northwest Bank & Trust Co 0.02% No change 300 $25K
Opal Wealth Advisors, LLC 0.01% New 299 $25K
Silvant Capital Management LLC 0.00% No change 290 $24K
Hazlett, Burt & Watson, Inc. 0.01% Add +21.1% 281 $23K
Asset Dedication, LLC 0.00% No change 276 $23K
Atlantic Private Wealth, LLC 0.02% Reduce -70.1% 274 $23K
Christopher J. Hasenberg, Inc 0.01% New 267 $22K
Princeton Global Asset Management LLC 0.01% Add +0.4% 257 $21K
Arrow Financial Corp 0.00% No change 250 $21K
CoreFirst Bank & Trust 0.01% No change 245 $20K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 240 $20K
Stephens Consulting, LLC 0.01% No change 228 $19K
Boyd Watterson Asset Management LLC 0.01% No change 228 $19K
Scarborough Advisors, LLC 0.01% No change 227 $19K
Atticus Wealth Management, LLC 0.01% Reduce -47.6% 220 $18K
Versant Capital Management, Inc 0.01% Reduce -6.9% 217 $18K
Global X Japan Co., Ltd. 0.00% New 203 $17K
1832 Asset Management L.P. 0.00% Reduce -100.0% 203 $17K
Highlander Capital Management, LLC 0.01% No change 200 $16K
Cornerstone Planning Group LLC 0.01% Add +16.6% 197 $16K
Covestor Ltd 0.01% Reduce -2.5% 191 $16K
Plante Moran Financial Advisors, LLC 0.00% Reduce -1.6% 183 $15K
MV Capital Management, Inc. 0.00% Reduce -28.2% 168 $14K
First Community Trust NA 0.01% Reduce -13.5% 166 $14K
HHM Wealth Advisors, LLC 0.00% No change 160 $13K
Manchester Capital Management LLC 0.00% Reduce -42.7% 153 $13K
Sachetta, LLC 0.01% No change 147 $12K
First Manhattan Co. Llc. 0.00% No change 150 $12K
Annapolis Financial Services, LLC 0.00% No change 145 $12K
Salomon & Ludwin, LLC 0.00% Add +694.4% 143 $12K
Keener Financial Planning LLC 0.01% New 124 $11K
Rogco, LP 0.00% Reduce -50.0% 126 $10K
Briaud Financial Planning Inc 0.01% New 114 $10K
CGC Financial Services, LLC 0.01% No change 120 $10K
WR Wealth Planners, LLC 0.00% New 119 $10K
DHJJ Financial Advisors, Ltd. 0.00% No change 112 $9K
Wiser Advisor Group LLC 0.01% No change 111 $9K
Sittner & Nelson, LLC 0.00% No change 107 $9K
Key Financial Inc 0.00% No change 106 $9K
Cullen/Frost Bankers, Inc. 0.00% No change 106 $9K
Glen Eagle Advisors, LLC 0.00% Add +511.8% 104 $9K
Eagle Bay Advisors LLC 0.01% No change 100 $8K
HighMark Wealth Management LLC 0.01% No change 100 $8K
Caldwell Sutter Capital, Inc. 0.00% No change 100 $8K
Central Bank & Trust Co. 0.00% No change 100 $8K
JFS Wealth Advisors, LLC 0.00% Reduce -49.5% 99 $8K
Financial Management Professionals, Inc. 0.00% Reduce -53.1% 98 $8K
Northwest Capital Management Inc 0.00% Add +1.1% 95 $8K
Naples Money Management LLC 0.01% No change 90 $7K
MCF Advisors LLC 0.00% No change 87 $7K
Palisade Asset Management, LLC 0.00% New 84 $7K
LifeSteps Financial, Inc. 0.01% New 82 $7K
Solstein Capital, LLC 0.00% No change 82 $7K
Fortitude Family Office, LLC 0.00% Reduce -79.8% 80 $7K
LRI Investments, LLC 0.00% — 78 $6K
Investors Research Corp 0.00% No change 77 $6K
GoalVest Advisory LLC 0.00% Reduce -22.2% 70 $6K
City Holding Co. 0.00% No change 66 $5K
Pingora Partners LLC 0.00% New 65 $5K
McIlrath & Eck, LLC 0.00% No change 61 $5K
Mendota Financial Group, LLC 0.00% No change 60 $5K
Voisard Asset Management Group, Inc. 0.00% No change 58 $5K
First Financial Corp. 0.00% New 57 $5K
Sunbelt Securities, Inc. 0.00% Reduce -70.0% 51 $4K
Abound Wealth Management 0.00% No change 49 $4K
Lazard Asset Management LLC 0.00% Reduce -99.3% 53 $4K
Carolinas Wealth Consulting LLC 0.00% Reduce -99.7% 42 $3K
Raffa Wealth Management, LLC 0.00% No change 40 $3K
Harbor Investment Advisory, LLC 0.00% Add +25.8% 39 $3K
Global Financial Private Client, LLC 0.00% New 38 $3K
Redmont Wealth Advisors LLC 0.00% New 37 $3K
Tucker Asset Management LLC 0.00% No change 37 $3K
First PREMIER Bank 0.00% New 33 $3K
Capital Analysts, LLC 0.00% No change 38 $3K
Private Wealth Management Group, LLC 0.00% No change 34 $3K
Trifecta Capital Advisors, LLC 0.00% No change 34 $3K
NFSG Corp 0.00% Reduce -87.0% 27 $2K
Retirement Group, LLC 0.00% No change 27 $2K
Bell Investment Advisors, Inc 0.00% Add +100.0% 26 $2K
Dunhill Financial, LLC 0.00% Add +19.1% 25 $2K
Avion Wealth 0.00% New 24 $2K
Penserra Capital Management LLC 0.00% Reduce -98.2% 27 $2K
Balefire, LLC 0.00% Reduce -15.4% 22 $2K
Raleigh Capital Management Inc. 0.00% Reduce -93.5% 20 $2K
SJS Investment Consulting Inc. 0.00% Add +11.1% 20 $2K
CVA Family Office, LLC 0.00% No change 20 $2K
Planning Capital Management Corp 0.00% Add +90.0% 19 $2K
Carmichael Hill & Associates, Inc. 0.00% No change 18 $1K
Pineridge Advisors LLC 0.00% No change 18 $1K
Federation des caisses Desjardins du Quebec 0.00% No change 16 $1K
Aspect Partners, LLC 0.00% Add +66.7% 15 $1K
Nemes Rush Group LLC 0.00% Reduce -12.5% 14 $1K
Arax Advisory Partners 0.00% New 13 $1K
Fairman Group, LLC 0.00% Reduce -97.1% 13 $1K
Transamerica Financial Advisors, LLC 0.00% No change 1 $1K
Highline Wealth Partners LLC 0.00% No change 10 $821
PSI Advisors, LLC 0.00% No change 8 $657
True Wealth Design, LLC 0.00% Add +75.0% 7 $575
Janiczek Wealth Management, LLC 0.00% Add +20.0% 6 $493
Creative Financial Designs Inc. 0.00% New 6 $493
Financial Gravity Asset Management, Inc. 0.00% Reduce -96.2% 5 $423
Wolff Wiese Magana LLC 0.00% Reduce -66.7% 5 $411
Nvwm, LLC 0.00% Reduce -95.0% 5 $411
AlphaQuest LLC 0.00% Reduce -99.9% 5 $411
Jamison Private Wealth Management, Inc. 0.00% New 5 $411
WestEnd Advisors, LLC 0.00% No change 5 $411
ClariVest Asset Management LLC 0.00% Reduce -73.7% 5 $406
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -93.0% 4 $328
Larson Financial Group LLC 0.00% Reduce -99.8% 2 $164

"% of holder's portfolio" is WEC's weight in each manager's 13F, not the share of WEC Energy Group Inc. the manager owns.