WEC Energy GroupWEC

13F holders, Q3 2024 (September 30)
1,130holders +56
138new positions
83sold out
6famous investors
$96.16avg. 13F price*

At the end of Q3 2024, 1,130 institutions reported holding WEC Energy Group Inc. (WEC) in their 13F filings, up 56 from Q2 2024. 138 opened new positions and 83 sold out. The largest holders were Vanguard Group Inc. ($3.8B), BlackRock, Inc. ($2.8B) and State Street Corp. ($2.1B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions138$273.3M
Exits83$280.9M

All 13F filers, Q2 2024 → Q3 2024: 19,957,230 shares bought and 12,827,246 shares sold, net +7,129,984 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,130 holders

Vanguard Group Inc. 0.07% Add +0.1% 39,758,066 $3.8B
BlackRock, Inc. 0.06% — 29,261,657 $2.8B
State Street Corp. 0.08% Reduce -0.8% 21,400,036 $2.1B
Geode Capital Management, LLC 0.06% Add +1.4% 7,952,851 $762.5M
Wells Fargo & Company 0.19% Add +1.5% 7,922,503 $762.0M
Bank of America Corp. 0.06% Add +5.0% 7,329,076 $704.9M
Deutsche Bank AG 0.22% Add +1.0% 5,549,152 $533.7M
JPMorgan Chase & Co. 0.04% Add +17.0% 4,806,360 $462.3M
Wellington Management Group LLP 0.08% Add +17270.5% 4,718,179 $453.8M
Ameriprise Financial Inc. 0.11% Add +1.1% 4,287,252 $413.3M
Invesco Ltd. 0.07% Add +31.8% 3,902,491 $375.3M
Charles Schwab Investment Management Inc. 0.07% Add +102.6% 3,776,071 $363.0M
Northern Trust Corp. 0.06% Reduce -2.4% 3,674,014 $353.4M
Morgan Stanley 0.02% Reduce -3.0% 3,516,035 $338.2M
Nuveen Asset Management, LLC 0.09% Reduce -2.5% 3,409,843 $328.0M
Legal & General Group Plc 0.07% Reduce -6.3% 2,589,845 $249.1M
American Century Companies Inc. 0.14% Reduce -3.9% 2,466,603 $237.2M
PNC Financial Services Group, Inc. 0.15% Reduce -0.2% 2,404,820 $231.3M
Magellan Asset Management Ltd 2.21% Reduce -2.8% 2,311,777 $222.3M
Bank of New York Mellon Corp 0.04% Reduce -1.1% 2,215,097 $213.0M
Envestnet Asset Management Inc. 0.06% Add +14.8% 2,047,116 $196.9M
Earnest Partners LLC 0.83% Add +1.5% 1,984,769 $190.9M
Caisse de depot et placement du Quebec 0.36% Add +57.7% 1,900,238 $182.8M
Pictet Asset Management Holding SA 0.20% Reduce -16.5% 1,886,721 $181.5M
ClearBridge Investments Ltd 4.49% New 1,866,193 $179.5M
Royal Bank of Canada 0.04% Add +8.0% 1,702,991 $163.8M
Principal Financial Group Inc. 0.09% Reduce -9.3% 1,632,674 $157.0M
Federated Hermes, Inc. 0.34% Add +6309.7% 1,585,375 $152.5M
Soroban Capital Partners LP 2.06% Reduce -13.0% 1,546,729 $148.8M
Confluence Investment Management LLC 1.94% Reduce -1.5% 1,510,382 $145.3M
California Public Employees Retirement System 0.10% Reduce -4.8% 1,464,515 $140.9M
UBS Group AG 0.04% Add +36.0% 1,422,168 $136.8M
Clearbridge Investments, LLC 0.11% Add +2.5% 1,390,164 $133.7M
Duff & Phelps Investment Management Co. 1.51% Add +11.7% 1,365,851 $131.4M
CBRE Investment Management Listed Real Assets LLC 2.10% Reduce -10.6% 1,363,824 $131.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Reduce -17.0% 1,315,867 $126.6M
Raymond James & Associates 0.08% Add +26.0% 1,283,994 $123.5M
FMR LLC 0.01% Reduce -5.1% 1,233,340 $118.6M
Westwood Holdings Group Inc. 0.91% Reduce -6.1% 1,217,425 $117.1M
Stifel Financial Corp. 0.12% Add +4.0% 1,216,379 $117.0M
CIBC Private Wealth Group LLC 0.21% Reduce -7.1% 1,190,545 $114.5M
Crawford Investment Counsel Inc. 1.92% Add +3.9% 1,169,715 $112.5M
Dimensional Fund Advisors LP 0.03% Add +2.9% 1,150,013 $110.6M
First Trust Advisors LP 0.10% Reduce -4.1% 1,120,086 $107.7M
Goldman Sachs Group Inc. 0.02% Reduce -9.7% 990,288 $95.2M
Cincinnati Insurance Co. 1.58% No change 978,300 $94.1M
Qube Research & Technologies Ltd 0.17% Reduce -51.5% 969,893 $93.3M
Bahl & Gaynor LLC 0.48% Reduce -0.3% 966,888 $93.0M
Zimmer Partners, LP 1.73% Reduce -20.0% 958,294 $92.2M
Bessemer Group Inc. 0.15% Add +0.8% 954,882 $91.8M
Swiss National Bank 0.06% Add +0.3% 937,287 $90.1M
Neuberger Berman Group LLC 0.07% Reduce -13.6% 911,138 $87.6M
Sei Investments Co. 0.11% Reduce -1.6% 884,760 $85.1M
Bank of Montreal 0.04% Add +43.6% 834,613 $79.5M
Sumitomo Mitsui Trust Group, Inc. 0.05% Add +0.9% 821,719 $79.0M
Rathbones Group PLC 0.38% Add +0.7% 784,304 $75.4M
Citadel Advisors 0.07% Add +86.1% 714,361 $68.7M
Franklin Resources Inc. 0.02% Add +1.0% 690,026 $66.4M
LPL Financial LLC 0.03% Add +41.8% 655,515 $63.0M
Gabelli Funds LLC 0.45% Reduce -2.5% 635,970 $61.2M
Rhumbline Advisers 0.05% Reduce -1.9% 628,206 $60.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.37% Reduce -5.2% 601,588 $57.9M
Canada Pension Plan Investment Board 0.05% Add +1.9% 594,430 $57.2M
Assenagon Asset Management S.A. 0.12% Add +151.7% 583,990 $56.2M
Barclays PLC 0.02% Reduce -25.4% 569,662 $54.8M
Benjamin Edwards Inc. 0.80% Add +897.4% 568,629 $54.7M
Epoch Investment Partners, Inc. 0.24% Reduce -9.5% 566,823 $54.5M
BNP Paribas Financial Markets 0.05% Reduce -29.4% 560,616 $53.9M
Energy Income Partners, LLC 1.15% Reduce -26.1% 559,085 $53.8M
HSBC Holdings PLC 0.03% Reduce -9.8% 495,978 $47.7M
T. Rowe Price Associates Inc. 0.01% Add +0.3% 492,295 $47.4M
Vaughan David Investments LLC 1.07% Add +1.5% 484,839 $46.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +8.2% 456,951 $43.9M
Dearborn Partners LLC 1.78% Reduce -2.0% 454,737 $43.7M
Korea Investment CORP 0.10% Reduce -18.9% 433,562 $41.7M
Scout Investments, Inc. 1.09% Reduce -0.9% 434,676 $41.5M
Retirement Systems of Alabama 0.16% Add +518.8% 431,103 $41.5M
Victory Capital Management Inc. 0.04% Reduce -6.6% 409,990 $39.4M
Alliancebernstein L.P. 0.01% Add +17.2% 406,574 $39.1M
National Pension Service 0.04% Reduce -1.9% 406,113 $39.1M
Employees Retirement System of Texas 0.39% No change 393,000 $37.8M
California State Teachers Retirement System 0.04% Reduce -5.6% 392,465 $37.7M
Macquarie Group Ltd. 0.04% Add +0.3% 380,046 $36.6M
Gateway Investment Advisers LLC 0.40% Add +8.3% 375,365 $36.1M
W1M Asset Management Ltd 2.81% Add +1.2% 369,101 $35.5M
US Bancorp \de 0.04% Reduce -0.8% 359,559 $34.6M
STRS Ohio 0.13% Add +248.6% 340,721 $32.8M
Old Republic International Corp. 1.20% No change 332,331 $32.0M
Country Trust Bank 0.76% Add +14.4% 324,761 $31.2M
State Board of Administration of Florida Retirement System 0.05% Reduce -5.6% 298,529 $28.7M
Morningstar Investment Services LLC 0.28% Reduce -0.2% 289,852 $27.6M
Natixis Advisors, LLC 0.05% Add +17.3% 275,834 $26.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% Reduce -0.7% 274,173 $26.4M
Mitsubishi UFJ Trust & Banking Corp 0.06% Add +0.2% 264,543 $25.4M
Corient Private Wealth LP 0.04% Add +5.2% 261,841 $25.2M
AQR Capital Management 0.03% Reduce -16.6% 263,706 $25.2M
New York State Teachers Retirement System 0.05% Reduce -13.6% 260,752 $25.1M
AMF Tjanstepension AB 0.18% No change 260,402 $25.0M
Amundi 0.01% Reduce -63.0% 264,854 $25.0M
Huntington National Bank 0.23% Add +1.0% 246,408 $23.7M
Baird Financial Group, Inc. 0.05% Add +8.0% 245,368 $23.6M
Citigroup Inc. 0.02% Reduce -1.3% 245,036 $23.6M
FIL Ltd 0.02% Add +8.3% 243,858 $23.5M
Braun Stacey Associates Inc. 0.87% Add +5348.3% 238,690 $23.0M
Raymond James Financial Services Advisors, Inc. 0.03% Add +2.0% 237,173 $22.8M
Empire Life Investments Inc. 1.36% Reduce -1.1% 232,734 $22.4M
Ensign Peak Advisors, Inc 0.04% Add +49.3% 227,058 $21.8M
Nisa Investment Advisors, LLC 0.12% Add +0.5% 218,119 $21.0M
Prudential Financial Inc. 0.03% Reduce -4.3% 215,914 $20.8M
State of Wisconsin Investment Board 0.05% Add +0.6% 210,043 $20.2M
Manufacturers Life Insurance Company, The 0.02% Add +2.2% 201,182 $19.3M
Wealth Enhancement Advisory Services, LLC 0.04% Add +28.3% 198,346 $19.1M
Commonwealth Equity Services, LLC 0.03% Add +8.9% 197,116 $19.0M
MML Investors Services, LLC 0.07% Add +12.0% 193,099 $18.6M
CANADA LIFE ASSURANCE Co 0.03% Add +5.4% 190,099 $18.3M
Cidel Asset Management Inc. 1.29% Add +0.4% 189,479 $18.2M
Osaic Holdings, Inc. 0.04% Add +0.8% 186,417 $17.9M
TD Asset Management Inc 0.02% Add +3.3% 187,171 $17.8M
Thomasville National Bank 1.27% New 177,772 $17.1M
Hennessy Advisors Inc. 0.54% Reduce -1.5% 174,540 $16.8M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -1.7% 171,265 $16.5M
Asset Management One Co., Ltd. 0.06% Add +3.3% 169,934 $16.3M
South Street Advisors LLC 2.46% Reduce -2.4% 168,195 $16.2M
National Bank of Canada 0.02% Add +31.4% 167,956 $16.2M
Beck Bode, LLC 2.85% Add +6.3% 157,619 $15.2M
Truist Financial Corp. 0.02% Add +53.1% 153,455 $14.8M
Cetera Investment Advisers 0.03% Add +25.7% 150,777 $14.5M
Hudson Bay Capital Management LP 0.12% New 150,406 $14.5M
Northwestern Mutual Wealth Management Co. 0.01% Add +440.9% 148,335 $14.3M
New York State Common Retirement Fund 0.02% Reduce -22.1% 147,721 $14.2M
Leeward Investments, LLC - MA 0.66% Reduce -6.0% 147,224 $14.2M
NFJ Investment Group, LLC 0.41% Add +23.7% 144,308 $13.9M
Eagle Asset Management Inc. 0.07% Add +0.0% 140,611 $13.7M
Mariner, LLC 0.02% Reduce -0.8% 140,977 $13.6M
Baillie Gifford & Co. 0.01% Add +3.7% 140,629 $13.5M
Toronto Dominion Bank 0.02% Reduce -8.3% 139,386 $13.4M
Treasurer of the State of North Carolina 0.05% Add +0.4% 138,224 $13.3M
Cerity Partners LLC 0.03% Add +264.9% 132,944 $12.8M
Allspring Global Investments Holdings, LLC 0.02% Add +9.3% 132,214 $12.7M
AE Wealth Management LLC 0.11% Add +2.9% 131,392 $12.6M
B. Metzler seel. Sohn & Co. Holding AG 0.12% — 129,295 $12.4M
B. Metzler seel. Sohn & Co. AG 0.12% Add +41.9% 129,295 $12.4M
Nomura Asset Management Co. Ltd. 0.04% Add +35.9% 126,085 $12.1M
OMERS ADMINISTRATION Corp 0.11% Add +8.9% 125,831 $12.1M
Resona Asset Management Co.,Ltd. 0.07% Reduce -0.9% 125,762 $12.1M
Man Group plc 0.04% Add +57.8% 125,126 $12.0M
Brookstone Capital Management 0.18% Reduce -0.3% 124,485 $12.0M
Van Eck Associates Corp. 0.01% Reduce -17.1% 119,461 $11.9M
Jane Street Group, LLC 0.02% Reduce -35.2% 122,115 $11.7M
Squarepoint Ops LLC 0.04% Reduce -51.0% 121,628 $11.7M
Russell Investments Group, Ltd. 0.02% Add +2.9% 121,172 $11.7M
DekaBank Deutsche Girozentrale 0.02% Reduce -46.3% 122,847 $11.6M
Heartland Advisors Inc. 0.60% New 119,105 $11.5M
Nicolet Advisory Services, LLC 1.06% Add +0.8% 116,995 $11.3M
Boston Trust Walden Corp 0.08% Add +0.1% 116,721 $11.2M
Townsquare Capital LLC 0.13% Add +7.1% 116,317 $11.2M
Aberdeen Group plc 0.02% Add +0.1% 116,695 $11.2M
Public Employees Retirement System of Ohio 0.05% Reduce -6.2% 114,889 $11.1M
Rockland Trust Co. 0.54% Add +1.0% 114,712 $11.0M
Intact Investment Management Inc. 0.34% Add +14.2% 107,750 $10.4M
Dean Investment Associates, LLC 1.38% Reduce -4.0% 106,020 $10.2M
Guggenheim Capital LLC 0.07% Reduce -22.0% 105,793 $10.2M
Forsta Ap-Fonden 0.08% Reduce -7.7% 104,000 $10.0M
Hunter Perkins Capital Management, LLC 2.03% Reduce -3.0% 103,960 $10.0M
Annex Advisory Services, LLC 0.32% Add +6.9% 103,859 $10.0M
Susquehanna International Group, LLP 0.02% Add +31.3% 103,858 $10.0M
State of New Jersey Common Pension Fund D 0.04% Add +0.2% 101,055 $9.7M
HighTower Advisors, LLC 0.01% Add +13.0% 100,517 $9.7M
Cambridge Investment Research Advisors, Inc. 0.03% Add +3.0% 100,317 $9.6M
Comerica Bank 0.04% Add +6.7% 100,110 $9.6M
HFR Wealth Management, LLC 2.33% Add +1.9% 99,942 $9.6M
Morgan Dempsey Capital Management LLC 3.29% Reduce -10.1% 99,660 $9.6M
Voya Investment Management LLC 0.01% Reduce -6.9% 99,469 $9.6M
Holocene Advisors, LP 0.04% Reduce -12.8% 97,409 $9.4M
Franklin, Parlapiano, Turner & Welch, LLC 2.38% Add +0.0% 95,700 $9.2M
Sanctuary Advisors, LLC 0.06% Add +15.1% 91,034 $9.2M
Cincinnati Specialty Underwriters Insurance CO 2.69% No change 95,000 $9.1M
IFM Investors Pty Ltd 0.09% Reduce -11.5% 94,686 $9.1M
Marshall Wace, LLP 0.01% Reduce -19.6% 93,970 $9.0M
Corebridge Financial, Inc. 0.05% Reduce -2.3% 92,554 $8.9M
Mattern Capital Management, LLC 1.11% Add +0.1% 91,780 $8.8M
Arizona State Retirement System 0.05% Add +4.4% 90,483 $8.7M
Brandywine Global Investment Management, LLC 0.06% New 90,186 $8.7M
Stratos Wealth Partners, LTD. 0.13% Add +11.6% 90,085 $8.7M
Fifth Third Bancorp 0.03% Add +1.9% 89,186 $8.6M
Millennium Management 0.01% Reduce -79.0% 88,988 $8.6M
CIBC Asset Management Inc 0.03% Add +25.5% 86,507 $8.3M
State of Michigan Retirement System 0.04% Reduce -0.5% 86,084 $8.3M
O'shaughnessy Asset Management, LLC 0.07% Add +4.3% 85,536 $8.2M
Thomas Story & Son LLC 3.32% Add +0.1% 84,729 $8.1M
USS Investment Management Ltd 0.06% Add +24.0% 84,150 $8.1M
ProShare Advisors LLC 0.02% Add +83.3% 84,004 $8.1M
Vestcor Inc 0.25% Add +5.2% 83,569 $8.0M
Old National Bancorp 0.18% Add +4.2% 82,539 $7.9M
Gotham Asset Management 0.08% Add +23.3% 82,259 $7.9M
Mackenzie Financial Corp. 0.01% Add +201.8% 82,193 $7.9M
MetLife Investment Management, LLC 0.05% Reduce -2.4% 82,187 $7.9M
1834 Investment Advisors Co. 0.92% Reduce -0.7% 81,852 $7.9M
Bartlett & Co. Wealth Management LLC 0.11% Reduce -2.8% 81,825 $7.9M
Financial Planning & Information Services, Inc. 1.07% Add +1.3% 81,106 $7.8M
Azimuth Capital Investment Management LLC 0.30% Reduce -0.8% 80,919 $7.8M
Commerce Bank 0.05% Add +0.5% 79,570 $7.7M
Guardian Capital LP 0.27% Reduce -0.6% 77,417 $7.4M
State of Tennessee, Department of Treasury 0.03% Add +1.0% 74,612 $7.2M
Van Lanschot Kempen Investment Management N.V. 0.07% Add +3.0% 73,784 $7.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +1.9% 73,176 $7.0M
Sagefield Capital LP 0.75% Add +6.7% 71,612 $6.9M
Envestnet Portfolio Solutions, Inc. 0.02% Add +17.2% 71,276 $6.9M
Thompson Investment Management, Inc. 0.97% Add +12.1% 70,429 $6.8M
Janney Montgomery Scott LLC 0.02% Add +14.2% 69,286 $6.7M
Czech National Bank 0.06% Add +7.0% 64,388 $6.2M
Pacer Advisors, Inc. 0.01% Add +36.3% 63,445 $6.1M
Atria Investments, Inc 0.08% Add +13.8% 62,873 $6.0M
&partners 0.12% Add +163.6% 62,613 $6.0M
Amalgamated Bank 0.05% Reduce -3.1% 62,118 $6.0M
Caption Management, LLC 0.61% New 59,364 $5.7M
Stoneridge Investment Partners LLC 2.08% Reduce -1.4% 58,139 $5.6M
Creative Planning 0.01% Add +4.6% 57,528 $5.5M
Albion Financial Group 0.38% Add +3.6% 56,329 $5.4M
Public Sector Pension Investment Board 0.03% Add +3.2% 55,222 $5.3M
Motco 0.53% Reduce -9.3% 54,865 $5.3M
Advisors Asset Management, Inc. 0.10% Reduce -20.2% 54,285 $5.2M
Mediolanum International Funds Ltd 0.07% Add +8.8% 54,807 $5.2M
Sequoia Financial Advisors, LLC 0.05% Reduce -6.5% 53,200 $5.1M
Avantax Advisory Services, Inc. 0.03% Add +52.7% 53,055 $5.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -12.8% 52,688 $5.1M
Utah Retirement Systems 0.06% Add +0.4% 52,284 $5.0M
Meritage Portfolio Management 0.30% Add +39.7% 51,566 $5.0M
Great Lakes Advisors, LLC 0.04% Reduce -0.9% 51,447 $4.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -5.5% 51,031 $4.9M
Balyasny Asset Management L.P. 0.01% Reduce -94.0% 50,892 $4.9M
NewEdge Advisors, LLC 0.03% Add +13.3% 50,497 $4.9M
Yousif Capital Management, LLC 0.05% Reduce -0.7% 50,469 $4.9M
Opus Investment Management Inc. 3.38% No change 50,000 $4.8M
American Assets Investment Management, LLC 0.42% No change 50,000 $4.8M
Bank of Nova Scotia 0.01% Add +31.4% 49,022 $4.7M
Mesirow Financial Investment Management, Inc. 0.09% Add +100.2% 48,842 $4.7M
Intech Investment Management LLC 0.05% Reduce -2.5% 48,484 $4.7M
Orion Porfolio Solutions, LLC 0.05% Add +3.9% 48,137 $4.6M
Orion Portfolio Solutions, LLC 0.05% Add +3.9% 48,137 $4.6M
Agf Management Ltd. 0.02% Add +20.1% 48,005 $4.6M
Kingsview Wealth Management, LLC 0.10% Add +1.6% 46,964 $4.5M
SG Americas Securities, LLC 0.02% Reduce -35.8% 44,995 $4.3M
S&co Inc. 0.28% No change 44,237 $4.3M
Blair William & Co. 0.01% Reduce -1.7% 44,098 $4.2M
Xponance LLC 0.04% Add +2.0% 43,425 $4.2M
Bantamac Capital, LLC 2.00% No change 43,046 $4.1M
Cibc World Markets Corp. 0.03% Add +5.4% 42,860 $4.1M
Woodley Farra Manion Portfolio Management Inc. 0.21% Add +2.0% 42,637 $4.1M
Great Valley Advisor Group, Inc. 0.10% Add +431.1% 42,228 $4.1M
Bright Rock Capital Management, LLC 0.81% Reduce -8.7% 42,000 $4.0M
New York Life Investment Management LLC 0.04% Reduce -3.1% 41,979 $4.0M
Alley Investment Management Company, LLC 0.50% Add +1.2% 41,244 $4.0M
Cape Cod Five Cents Savings Bank 0.36% Reduce -0.1% 41,221 $4.0M
Kowal Investment Group, LLC 0.71% Reduce -0.1% 40,325 $3.9M
Advisory Services Network, LLC 0.08% No change 48,844 $3.8M
Nicholas Company, Inc. 0.06% No change 39,775 $3.8M
Morton Community Bank 0.99% Reduce -0.5% 39,525 $3.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +0.8% 39,516 $3.8M
HRT Financial LP 0.02% Add +525.7% 39,233 $3.8M
Nissay Asset Management Corp. /Japan 0.02% Reduce -3.2% 39,034 $3.8M
Mutual of America Capital Management LLC 0.04% Reduce -2.3% 38,918 $3.7M
Park Avenue Securities LLC 0.04% Reduce -7.8% 38,519 $3.7M
Glenmede Trust Co. NA 0.02% Reduce -13.7% 38,504 $3.7M
Daiwa Securities Group Inc. 0.02% Add +11.5% 38,499 $3.7M
Richard C. Young & CO., LTD. 0.40% Reduce -2.7% 38,274 $3.7M
Ashton Thomas Private Wealth, LLC 0.20% Add +3.0% 38,257 $3.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.10% Reduce -0.0% 37,785 $3.6M
Janus Henderson Group PLC 0.00% Reduce -12.8% 37,574 $3.6M
Meiji Yasuda Asset Management Co Ltd. 0.14% Add +44.8% 37,167 $3.6M
State of Alaska, Department of Revenue 0.04% Add +6.9% 36,720 $3.5M
Rafferty Asset Management, LLC 0.01% Add +6.3% 36,423 $3.5M
Alliance Wealth Advisors, LLC 0.91% Add +5.0% 35,932 $3.5M
KLCM Advisors, Inc. 0.41% Reduce -4.3% 35,595 $3.4M
T. Rowe Price Investment Management, Inc. 0.00% Reduce -77.7% 35,519 $3.4M
Cresset Asset Management, LLC 0.01% Reduce -1.7% 35,458 $3.4M
N.E.W. Advisory Services LLC 0.34% Add +1.6% 35,360 $3.4M
Two Sigma Investments, LP 0.01% Reduce -86.4% 35,200 $3.4M
Regions Financial Corp. 0.02% Add +10.0% 35,088 $3.4M
Assetmark, Inc. 0.01% Add +26.5% 34,998 $3.4M
D. E. Shaw & Co. 0.00% Add +34.5% 34,924 $3.4M
Prosperity Consulting Group, LLC 0.26% Reduce -2.2% 34,863 $3.4M
Alta Capital Management LLC/ 0.20% Add +3.6% 34,737 $3.3M
United Capital Management of KS, Inc. 0.72% Add +6.8% 34,445 $3.3M
Schroder Investment Management Group 0.00% Reduce -11.1% 34,398 $3.3M
Kestra Private Wealth Services, LLC 0.06% Add +29.5% 33,246 $3.2M
Zions Bancorporation, N.A. 0.23% Add +932.3% 33,209 $3.2M
Premier Fund Managers Ltd 0.11% Add +37.5% 33,000 $3.1M
Somerset Trust Co 1.17% Reduce -0.6% 32,553 $3.1M
Acadian Asset Management LLC 0.01% Reduce -77.0% 31,968 $3.1M
Farmers & Merchants Investments Inc. 0.09% No change 31,518 $3.0M
Belpointe Asset Management LLC 0.18% Add +4.0% 31,425 $3.0M
Steward Partners Investment Advisory, LLC 0.03% Add +3.0% 31,419 $3.0M
Cincinnati Casualty Co. 1.68% No change 31,000 $3.0M
Public Employees Retirement Association of Colorado 0.01% No change 30,731 $3.0M
Sit Investment Associates Inc. 0.07% No change 30,700 $3.0M
RFG Advisory, LLC 0.09% Add +3.3% 30,415 $2.9M
Panagora Asset Management Inc. 0.01% Reduce -50.9% 30,160 $2.9M
Motley Fool Wealth Management, LLC 0.14% Add +51.0% 29,978 $2.9M
Verition Fund Management LLC 0.02% Add +206.2% 29,968 $2.9M
TD Private Client Wealth LLC 0.08% Add +85.4% 29,957 $2.9M
Leavell Investment Management, Inc. 0.14% Add +1.0% 29,888 $2.9M
Lantz Financial LLC 0.78% Add +5.3% 29,778 $2.9M
Hennion & Walsh Asset Management, Inc. 0.13% Reduce -6.3% 29,463 $2.8M
Global Trust Asset Management, LLC 1.05% No change 29,428 $2.8M
Entropy Technologies, LP 0.29% Add +42.0% 29,186 $2.8M
Level Four Advisory Services, LLC 0.12% Add +8.5% 28,743 $2.7M
Wealthfront Advisers LLC 0.01% Add +19.4% 28,485 $2.7M
Kestra Advisory Services, LLC 0.02% Add +4.2% 28,484 $2.7M
Reaves W H & Co. Inc. 0.07% No change 28,300 $2.7M
First American Bank 0.20% Reduce -9.2% 28,283 $2.7M
Aquila Investment Management LLC 3.00% No change 28,000 $2.7M
Bokf, NA 0.05% Reduce -3.6% 27,794 $2.7M
Lazard Asset Management LLC 0.00% Reduce -6.2% 27,697 $2.7M
Rockefeller Capital Management L.P. 0.01% Reduce -15.7% 27,145 $2.6M
Penobscot Investment Management Company, Inc. 0.23% Reduce -5.7% 27,132 $2.6M
Private Advisor Group, LLC 0.02% Reduce -1.8% 27,116 $2.6M
Oregon Public Employees Retirement Fund 0.05% Add +0.0% 27,103 $2.6M
Brown Advisory Inc. 0.00% Reduce -3.7% 27,064 $2.6M
Rothschild Investment LLC 0.17% Reduce -1.9% 27,034 $2.6M
Brevan Howard Capital Management LP 0.13% Add +86.0% 26,392 $2.5M
Thrivent Financial for Lutherans 0.00% Add +17.3% 26,277 $2.5M
HighPoint Advisor Group LLC 0.15% Reduce -2.3% 26,183 $2.5M
Harbour Investments, Inc. 0.08% Reduce -5.1% 26,173 $2.5M
KBC Group NV 0.01% No change 26,155 $2.5M
Vanguard Personalized Indexing Management, LLC 0.04% Add +21.7% 26,111 $2.5M
Keybank National Association 0.01% Reduce -1.6% 25,999 $2.5M
Mercer Global Advisors Inc. 0.01% Reduce -0.6% 25,817 $2.5M
Tower Research Capital LLC (TRC) 0.07% Reduce -53.0% 25,805 $2.5M
Mitchell & Pahl Private Wealth, LLC 1.15% Add +3.6% 25,758 $2.5M
Shakespeare Wealth Management, LLC 0.65% Add +1.5% 25,725 $2.5M
Pathstone Holdings, LLC 0.01% Reduce -3.3% 25,091 $2.4M
UniSuper Management Pty Ltd 0.02% Reduce -0.7% 25,068 $2.4M
Captrust Financial Advisors 0.01% Add +11.5% 24,957 $2.4M
Gulf International Bank (UK) Ltd 0.06% Reduce -4.6% 24,927 $2.4M
Alberta Investment Management Corp 0.02% Reduce -6.8% 24,600 $2.4M
Semmax Financial Advisors Inc. 0.64% Add +13.4% 23,839 $2.3M
Journey Advisory Group, LLC 0.28% No change 29,599 $2.3M
Meyer Handelman Co. 0.08% Reduce -6.3% 23,928 $2.3M
Rodgers Brothers Inc. 0.29% Add +11.8% 23,694 $2.3M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -5.6% 23,629 $2.3M
Broadwater Capital Management LLC 1.65% Reduce -1.7% 23,250 $2.2M
Pinebridge Investments, L.P. 0.02% Reduce -91.8% 23,018 $2.2M
Principal Securities, Inc. 0.05% Add +13.5% 22,933 $2.2M
apricus wealth, LLC 1.45% Add +17.1% 22,850 $2.2M
Focus Partners Wealth 0.01% Add +5.8% 22,822 $2.2M
Swiss Life Asset Management Ltd 0.03% Reduce -66.0% 22,844 $2.2M
Oppenheimer & Co. Inc. 0.03% Reduce -2.0% 22,641 $2.2M
Metis Global Partners, LLC 0.07% Add +15.3% 22,621 $2.2M
Kentucky Retirement Systems 0.06% Reduce -7.5% 22,020 $2.1M
Savant Capital, LLC 0.02% Add +8.3% 21,995 $2.1M
Ontario Teachers Pension Plan Board 0.02% Reduce -58.8% 21,981 $2.1M
DAVENPORT & Co LLC 0.01% Add +190.4% 21,981 $2.1M
Daiichi Life Insurance Co., Ltd. 0.05% No change 21,934 $2.1M
Nicolet Bankshares Inc. 0.42% No change 21,839 $2.1M
Crossmark Global Holdings, Inc. 0.04% Reduce -1.1% 21,542 $2.1M
Independent Advisor Alliance 0.07% Reduce -1.8% 21,337 $2.1M
World Investment Advisors 0.06% Add +15.6% 21,075 $2.0M
Robeco Institutional Asset Management B.V. 0.00% Reduce -32.9% 20,871 $2.0M
Associated Banc-Corp 0.06% Add +9.3% 20,789 $2.0M
Global Retirement Partners, LLC 0.06% Add +120.6% 20,705 $2.0M
Drucker Wealth 3.0, LLC 0.48% Add +5.4% 20,671 $2.0M
Colonial Trust Co / SC 0.30% Add +4726.1% 20,559 $2.0M
Mizuho Securities USA LLC 0.04% Reduce -15.8% 20,496 $2.0M
Flputnam Investment Management Co. 0.04% Reduce -19.2% 17,183 $2.0M
Ameritas Advisory Services, LLC 0.08% Reduce -18.6% 20,444 $2.0M
Oppenheimer Asset Management Inc. 0.02% Add +4.5% 20,440 $2.0M
SpiderRock Advisors, LLC 0.04% Add +195.9% 20,319 $2.0M
KCM Investment Advisors LLC 0.07% Add +0.2% 20,285 $2.0M
Vident Advisory, LLC 0.05% Reduce -4.3% 20,196 $1.9M
Concurrent Investment Advisors, LLC 0.06% Reduce -3.7% 20,178 $1.9M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +45.9% 20,209 $1.9M
Ameritas Investment Partners, Inc. 0.06% Add +2.3% 20,001 $1.9M
Hartford Investment Management Co. 0.06% Reduce -2.0% 19,818 $1.9M
Gries Financial LLC 0.35% Reduce -19.8% 19,694 $1.9M
UNIVEST FINANCIAL Corp 0.12% Add +557.0% 19,617 $1.9M
Quantinno Capital Management LP 0.02% Add +37.6% 19,473 $1.9M
M&T Bank Corp 0.01% Reduce -4.3% 19,386 $1.9M
Profund Advisors LLC 0.07% Add +9.4% 19,070 $1.8M
Blackhawk Capital Partners, LLC 0.98% Reduce -2.2% 19,032 $1.8M
Red Cedar Investment Management, LLC 0.23% Add +389.6% 18,993 $1.8M
Cornerstone Advisors, LLC 0.07% No change 18,900 $1.8M
Simplex Trading, LLC 0.06% Add +92.5% 18,777 $1.8M
Ellenbecker Investment Group 0.34% Add +0.2% 18,720 $1.8M
Beverly Hills Private Wealth, LLC 0.36% Reduce -15.7% 18,140 $1.7M
BKM Wealth Management, LLC 0.71% Add +42.7% 18,089 $1.7M
Maryland State Retirement & Pension System 0.04% Reduce -25.0% 18,067 $1.7M
Raymond James Trust N.A. 0.04% Add +41.9% 18,054 $1.7M
Johnson Financial Group, Inc. 0.08% Add +94.0% 18,050 $1.7M
Caldwell Trust Co 0.18% Reduce -4.9% 17,932 $1.7M
Centiva Capital, LP 0.08% Reduce -69.1% 17,876 $1.7M
Westpac Banking Corp. 0.12% Reduce -7.6% 17,865 $1.7M
Louisiana State Employees Retirement System 0.03% Reduce -0.6% 17,800 $1.7M
Rakuten Investment Management, Inc. 0.01% Add +33.2% 17,906 $1.7M
OV Management LLC 1.12% New 17,600 $1.7M
Cwm, LLC 0.01% Add +4.1% 17,553 $1.7M
Schonfeld Strategic Advisors LLC 0.01% Reduce -82.5% 17,506 $1.7M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Add +61.3% 17,473 $1.7M
Lido Advisors, LLC 0.01% Reduce -5.2% 17,475 $1.7M
Securian Asset Management, Inc. 0.05% Reduce -3.5% 17,460 $1.7M
Second Half Financial Partners, LLC 0.89% Reduce -47.7% 17,363 $1.7M
Sabal Trust CO 0.09% Add +2.0% 17,329 $1.7M
Nations Financial Group Inc, /Ia/ 0.12% Add +7.2% 17,198 $1.7M
Pathway Financial Advisers, LLC 0.75% New 17,191 $1.7M
Clearstead Trust, LLC 0.39% Reduce -4.6% 17,068 $1.6M
Spirit of America Management Corp. 0.32% No change 16,750 $1.6M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.43% Add +7.7% 16,102 $1.5M
LVW Advisors, LLC 0.20% Reduce -0.8% 16,082 $1.5M
Fox Hill Wealth Management 0.84% Add +0.3% 15,924 $1.5M
Wedbush Securities Inc. 0.06% Reduce -6.2% 15,917 $1.5M
Integrated Wealth Concepts LLC 0.02% Add +33.0% 15,870 $1.5M
Twin Capital Management Inc. 0.17% Reduce -13.5% 15,739 $1.5M
Mogy Joel R Investment Counsel Inc. 0.09% No change 15,708 $1.5M
Ascent Group, LLC 0.11% Reduce -9.6% 15,626 $1.5M
New Mexico Educational Retirement Board 0.05% Reduce -2.5% 15,453 $1.5M
Nordea Investment Management AB 0.00% No change 15,142 $1.5M
DRW Securities, LLC 0.08% New 14,476 $1.4M
Dana Investment Advisors, Inc. 0.05% No change 14,169 $1.4M
Wealth Alliance, LLC 0.16% Add +52.6% 13,980 $1.3M
Atria Wealth Solutions, Inc. 0.01% Add +5.8% 13,960 $1.3M
Parsons Capital Management Inc. 0.08% Reduce -5.2% 13,918 $1.3M
Marietta Investment Partners LLC 0.28% No change 13,800 $1.3M
D.A. Davidson & Co. 0.01% Reduce -3.5% 13,752 $1.3M
Hilltop Holdings Inc. 0.09% New 13,681 $1.3M
South Dakota Investment Council 0.03% No change 13,566 $1.3M
Norinchukin Bank, The 0.03% Add +18.8% 13,509 $1.3M
Schmidt P J Investment Management Inc. 0.22% Reduce -7.0% 13,230 $1.3M
ICW Investment Advisors LLC 0.53% Add +1.4% 13,222 $1.3M
Miller Howard Investments Inc. 0.04% Reduce -4.7% 13,172 $1.3M
Beacon Pointe Advisors, LLC 0.01% Reduce -50.6% 12,997 $1.3M
Conning Inc. 0.04% No change 12,914 $1.2M
Stock Yards Bank & Trust Co. 0.04% Reduce -9.0% 12,880 $1.2M
Landaas & Co. /Wi 0.34% Add +3.5% 12,804 $1.2M
Marks Group Wealth Management, Inc 0.12% Reduce -1.1% 12,764 $1.2M
Cornell Pochily Investment Advisors, Inc. 0.42% Reduce -0.8% 12,695 $1.2M
Sterling Capital Management LLC 0.02% — 12,601 $1.2M
NEOS Investment Management LLC 0.04% Add +24.1% 12,564 $1.2M
iA Global Asset Management Inc. 0.02% Add +6.3% 12,457 $1.2M
Wilmington Savings Fund Society, FSB 0.02% Add +238.4% 12,421 $1.2M
B.O.S.S. Retirement Advisors, LLC 0.24% Add +4.7% 12,411 $1.2M
GAMMA Investing LLC 0.12% Add +14.0% 12,399 $1.2M
Hantz Financial Services, Inc. 0.02% Reduce -0.4% 12,247 $1.2M
QRG Capital Management, Inc. 0.01% Add +4.6% 11,991 $1.2M
Legacy Private Trust Co. 0.08% Reduce -4.8% 11,963 $1.2M
Geneos Wealth Management Inc. 0.04% Add +22.1% 11,874 $1.1M
First Trust Direct Indexing L.P. 0.06% Add +13.2% 11,800 $1.1M
Foundations Investment Advisors, LLC 0.02% Add +24.4% 11,751 $1.1M
Harbour Investment Management LLC 0.50% No change 11,745 $1.1M
Welch & Forbes LLC 0.01% No change 11,740 $1.1M
Prairie Sky Financial Group LLC 0.64% No change 11,736 $1.1M
IFP Advisors, Inc 0.04% Add +15.6% 11,728 $1.1M
Fulton Bank, N.A. 0.04% Add +257.1% 11,664 $1.1M
Tiaa Trust, National Association 0.00% Add +11.4% 11,623 $1.1M
Hummer Financial Advisory Services Inc 0.88% No change 11,622 $1.1M
Empowered Funds, LLC 0.02% Reduce -67.2% 11,601 $1.1M
Sigma Planning Corp 0.03% Add +29.6% 11,516 $1.1M
Mgo One Seven LLC 0.05% Add +40.3% 11,460 $1.1M
McGlone Suttner Wealth Management, Inc. 0.22% Reduce -24.8% 11,247 $1.1M
Trueblood Wealth Management, LLC 0.54% Reduce -0.0% 11,205 $1.1M
Twin City Private Wealth, LLC 0.93% Add +16.0% 11,153 $1.1M
NorthRock Partners, LLC 0.04% Reduce -10.2% 11,113 $1.1M
Ethic Inc. 0.03% Add +3.5% 13,000 $1.1M
Rowlandmiller & Partners.adv 0.21% Reduce -2.8% 10,991 $1.1M
Merit Financial Group, LLC 0.02% Reduce -4.2% 10,922 $1.1M
Venture Visionary Partners LLC 0.05% Add +0.4% 10,918 $1.1M
Empirical Finance, LLC 0.06% Add +2.1% 10,884 $1.0M
Icon Wealth Advisors, LLC 0.09% Reduce -1.1% 10,838 $1.0M
TrinityPoint Wealth, LLC 0.15% Add +1.3% 10,755 $1.0M
Brown Capital Management LLC 0.02% Reduce -1.3% 10,726 $1.0M
Nicholson Wealth Management Group, LLC 0.85% — 10,717 $1.0M
Scientech Research LLC 0.20% Add +27.4% 10,658 $1.0M
Ieq Capital, LLC 0.01% Add +77.1% 10,657 $1.0M
Aviso Financial Inc. 0.05% Add +9.3% 10,653 $1.0M
Investment Management Corp of Ontario 0.02% Add +48.1% 10,462 $1.0M
Qtron Investments LLC 0.14% New 10,459 $1.0M
HM Payson & Co. 0.02% Reduce -4.3% 10,449 $1.0M
Credit Agricole S A 0.01% Reduce -73.6% 10,410 $1.0M
Independent Financial Group, LLC 0.04% Reduce -3.1% 10,320 $993K
Blue Trust, Inc. 0.01% Add +20.4% 12,514 $982K
Portside Wealth Group, LLC 0.17% Reduce -1.6% 10,135 $975K
Shell Asset Management Co. 0.04% — 10,084 $970K
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.3% 10,017 $963K
IHT Wealth Management, LLC 0.03% Add +5.8% 9,939 $956K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +4.5% 9,855 $947K
Bleakley Financial Group, LLC 0.03% Add +23.5% 9,756 $938K
Security National Bank 0.13% New 9,744 $937K
Claro Advisors Inc. 0.12% Add +9.5% 9,610 $924K
Romano Brothers and Company 0.12% Add +1.6% 9,607 $924K
American State Bank (Iowa) 0.56% No change 9,584 $922K
Private Harbour Investment Management & Counsel, LLC 0.97% Add +0.7% 9,566 $920K
Bank & Trust Co 0.75% No change 9,533 $917K
Illinois Municipal Retirement Fund 0.01% No change 9,363 $901K
Kentucky Retirement Systems Insurance Trust Fund 0.06% Reduce -8.1% 9,358 $900K
Johnson Investment Counsel Inc. 0.01% Reduce -2.0% 9,334 $898K
Fullcircle Wealth LLC 0.40% Add +5.3% 9,221 $894K
Hendershot Investments Inc. 0.12% Reduce -11.8% 9,218 $887K
Wealthspire Advisors, LLC 0.01% Reduce -5.7% 9,200 $885K
Avantax Planning Partners, Inc. 0.03% Reduce -1.8% 9,181 $883K
PFG Investments, LLC 0.06% Reduce -6.1% 9,181 $883K
Apollon Wealth Management, LLC 0.02% Reduce -7.2% 8,891 $855K
Choreo, LLC 0.01% Add +11.2% 8,814 $853K
Walleye Capital LLC 0.01% Reduce -60.3% 8,776 $844K
Exchange Traded Concepts, LLC 0.02% Add +8.3% 8,762 $843K
Valmark Advisers, Inc. 0.01% Reduce -2.3% 8,730 $840K
OneDigital Investment Advisors LLC 0.01% Reduce -1.6% 8,680 $835K
Chelsea Counsel Co. 0.41% No change 8,672 $834K
Prospera Financial Services Inc 0.02% Reduce -5.2% 8,655 $833K
FineMark National Bank & Trust 0.03% Add +0.6% 8,638 $831K
WNY Asset Management, LLC 0.10% Add +1.4% 8,623 $829K
Natixis 0.01% New 8,598 $827K
Wright Investors Service Inc. 0.21% New 8,455 $813K
Fiduciary Trust Co 0.01% Reduce -9.3% 8,443 $812K
Montag A & Associates Inc. 0.04% No change 8,414 $809K
Vantage Financial Partners, LLC 0.20% Add +1.4% 8,305 $799K
Snowden Capital Advisors LLC 0.02% Add +12.7% 8,293 $798K
Intrua Financial, LLC 0.13% Add +45.6% 8,250 $793K
Inceptionr LLC 0.19% Reduce -18.0% 8,247 $793K
Forvis Mazars Wealth Advisors, LLC 0.02% Add +0.2% 8,241 $793K
Eastern Bank 0.01% New 8,234 $792K
Carnegie Investment Counsel 0.02% Add +16.4% 8,232 $792K
Searle & Co. 0.20% No change 8,200 $789K
McDonald Partners LLC 0.20% Add +2.6% 8,182 $787K
Kingswood Wealth Advisors, LLC 0.06% Add +6.6% 8,117 $780K
Obermeyer Wealth Partners 0.04% No change 8,103 $779K
Wesbanco Bank Inc. 0.03% Reduce -0.3% 7,978 $767K
Praxis Investment Management Inc. 0.05% No change 7,950 $765K
North Star Investment Management Corp. 0.05% Add +0.2% 7,945 $764K
Aristotle Atlantic Partners, LLC 0.02% No change 7,941 $764K
Concourse Financial Group Securities, Inc. 0.05% Add +6.4% 7,935 $763K
Greenleaf Trust 0.01% Reduce -2.7% 7,803 $750K
Marble Harbor Investment Counsel, LLC 0.08% No change 7,732 $744K
MAI Capital Management 0.01% Reduce -3.4% 7,724 $743K
Sound View Wealth Advisors Group, LLC 0.06% Add +95.1% 7,688 $739K
Tokio Marine Asset Management Co. Ltd. 0.03% No change 7,679 $739K
Jones Financial Companies LLLP 0.00% Add +45.3% 7,691 $733K
Beaton Management Co. Inc. 0.37% Reduce -5.1% 7,584 $729K
Triangle Securities Wealth Management 0.19% Reduce -0.3% 7,572 $728K
Clifford Swan Investment Counsel LLC 0.03% Add +5.8% 7,554 $727K
Winch Advisory Services, LLC 0.20% Add +0.9% 7,540 $725K
Norden Group LLC 0.09% Add +51.5% 7,533 $725K
Kesler, Norman & Wride, LLC 0.14% Reduce -44.3% 7,517 $723K
Zhang Financial LLC 0.05% New 7,472 $719K
Paragon Private Wealth Management, LLC 0.35% Add +12.5% 7,435 $715K
Meeder Advisory Services, Inc. 0.05% Add +11.4% 7,319 $704K
Investment House LLC 0.04% No change 7,300 $702K
NewEdge Wealth, LLC 0.01% Add +3.4% 7,279 $700K
Marcum Wealth, LLC 0.06% Add +9.2% 7,225 $695K
Elevated Capital Advisors, LLC 0.18% Add +7.5% 7,204 $693K
Sheaff Brock Investment Advisors, LLC 0.06% Add +0.2% 7,180 $691K
Trust Co. of Toledo NA 0.09% Reduce -0.7% 7,039 $677K
Steph & Co. 0.21% Reduce -1.0% 7,023 $675K
Voya Financial Advisors, Inc. 0.07% Add +10.6% 7,074 $674K
Venturi Wealth Management, LLC 0.03% Reduce -1.4% 6,902 $664K
Integrated Advisors Network LLC 0.03% Add +0.2% 6,866 $660K
Patriot Financial Group Insurance Agency, LLC 0.09% New 6,771 $651K
MPS Loria Financial Planners, LLC 0.19% Add +0.5% 6,770 $651K
Dakota Wealth Management 0.01% Reduce -4.7% 6,769 $651K
Tudor Investment Corporation 0.01% Reduce -96.9% 6,708 $645K
Vestmark Advisory Solutions, Inc. 0.02% Reduce -0.7% 6,691 $644K
Farther Finance Advisors, LLC 0.02% Add +3.9% 6,677 $642K
SPC Financial, Inc. 0.06% Add +4.8% 6,579 $633K
Peapack Gladstone Financial Corp. 0.01% Add +56.6% 6,523 $627K
Buckley Wealth Management, LLC 0.19% Add +2.8% 6,503 $625K
Advisors Management Group Inc. 0.15% Add +0.3% 6,492 $624K
Blossom Wealth Management 1.25% Add +23.1% 6,463 $622K
ING Groep NV 0.00% New 6,441 $619K
Ti-Trust, Inc. 0.44% No change 6,430 $618K
TBH Global Asset Management, LLC 0.13% Reduce -0.1% 6,414 $617K
Raleigh Capital Management Inc. 0.24% Add +25448.0% 6,387 $614K
Bridges Investment Management Inc. 0.01% Add +0.5% 6,354 $611K
My Legacy Advisors, LLC 0.24% Reduce -20.1% 6,335 $609K
City State Bank 0.22% Add +5.0% 6,253 $601K
Ransom Advisory, Ltd 0.28% Add +2.2% 6,250 $601K
CENTRAL TRUST Co 0.01% Reduce -22.7% 6,236 $600K
Drake & Associates, LLC 0.19% Add +2.0% 6,216 $598K
MSH Capital Advisors LLC 0.18% New 6,197 $596K
Citizens Financial Group Inc. 0.01% No change 6,086 $585K
Summit Financial, LLC 0.02% Add +1.4% 6,084 $585K
EP Wealth Advisors, LLC 0.01% Add +6.0% 6,060 $583K
Bradley Foster & Sargent Inc. 0.01% No change 6,047 $582K
Gradient Investments LLC 0.01% Reduce -11.5% 6,038 $581K
Clearstead Advisors, LLC 0.01% Add +0.2% 5,991 $576K
Csenge Advisory Group 0.03% Reduce -18.7% 6,024 $575K
PAX Financial Group, LLC 0.10% Add +5.8% 5,914 $569K
Resources Management Corp. /CT/ 0.08% Reduce -1.9% 5,909 $568K
Aurora Investment Counsel 0.31% Reduce -66.1% 5,876 $565K
Alaska Permanent Fund Corp 0.01% No change 5,825 $560K
Horizon Investments, LLC 0.01% Reduce -1.6% 5,772 $555K
Financial Advocates Investment Management 0.03% Add +47.1% 5,771 $555K
LVZ, Inc. 0.07% No change 5,728 $551K
Trivium Point Advisory, LLC 0.08% Reduce -2.4% 5,623 $549K
MGB Wealth Management, LLC 0.20% No change 5,714 $549K
Allworth Financial LP 0.00% Reduce -19.1% 5,665 $545K
Spinnaker Trust 0.03% No change 5,648 $543K
North Star Asset Management Inc. 0.02% Add +0.0% 5,644 $543K
Chicago Capital, LLC 0.02% No change 5,638 $542K
Sierra Summit Advisors LLC 0.12% Add +19.8% 5,574 $536K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -51.6% 5,576 $536K
Thrive Wealth Management, LLC 0.10% Add +3.1% 5,552 $534K
Verdence Capital Advisors LLC 0.04% New 5,533 $532K
Prime Capital Investment Advisors, LLC 0.01% Reduce -2.3% 5,518 $531K
CHICAGO TRUST Co NA 0.10% Reduce -36.5% 5,503 $529K
Ballentine Partners, LLC 0.01% Add +17.3% 5,497 $529K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -6.3% 5,487 $528K
XTX Topco Ltd 0.04% Add +112.8% 5,472 $526K
Hutner Capital Management Inc. 0.26% No change 5,427 $522K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -0.6% 5,413 $521K
Prudential PLC 0.00% Reduce -86.1% 5,408 $520K
SageView Advisory Group, LLC 0.03% Reduce -31.6% 5,390 $518K
Private Trust Co. NA 0.05% Add +2.9% 5,389 $518K
Krane Funds Advisors LLC 0.02% Add +0.9% 5,372 $517K
Financial Advisory Partners, LLC 0.17% Reduce -2.7% 5,344 $514K
Aptus Capital Advisors, LLC 0.01% Add +30.9% 5,336 $513K
Moors & Cabot, Inc. 0.03% Add +13.3% 5,331 $513K
Chesley Taft & Associates LLC 0.02% No change 5,280 $508K
Signaturefd, LLC 0.01% Reduce -5.4% 5,260 $506K
Dynamic Advisor Solutions LLC 0.02% Reduce -8.1% 5,234 $503K
Aviva PLC 0.00% Add +5.9% 5,213 $501K
Boston Family Office LLC 0.03% Reduce -0.7% 5,213 $501K
Peak Financial Advisors LLC 0.26% Add +1.2% 5,188 $499K
Equitable Holdings, Inc. 0.00% Add +1.4% 5,153 $496K
Capstone Investment Advisors, LLC 0.02% Reduce -12.9% 5,135 $494K
Jump Financial, LLC 0.01% Reduce -34.0% 5,130 $493K
SYM FINANCIAL Corp 0.07% Add +3.8% 5,091 $490K
Navera Investment Management Ltd. 0.01% No change 5,080 $489K
Old Second National Bank of Aurora 0.12% No change 5,074 $488K
Rehmann Capital Advisory Group 0.03% Add +4.0% 5,036 $488K
Diversified Trust Co. 0.01% Reduce -82.0% 5,065 $487K
Moisand Fitzgerald Tamayo, LLC 0.07% No change 5,033 $484K
Brass Tax Wealth Management, Inc. 0.10% Reduce -50.6% 5,032 $484K
Stablepoint Partners, LLC 0.09% Add +15.9% 5,015 $482K
Legacy Capital Wealth Partners, LLC 0.10% New 4,993 $480K
Axxcess Wealth Management, LLC 0.01% Add +82.8% 4,987 $480K
Oarsman Capital, Inc. 0.09% Reduce -4.1% 4,982 $479K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -12.1% 4,933 $475K
Hudock, Inc. 0.08% Reduce -1.6% 4,907 $472K
Stephens Inc. 0.01% Add +34.5% 4,906 $472K
Partnership Wealth Management, LLC 0.33% No change 4,900 $471K
IAG Wealth Partners, LLC 0.09% Add +3.9% 4,889 $470K
Inspirion Wealth Advisors, LLC 0.07% Add +0.0% 4,870 $468K
Haverford Trust Co 0.00% Add +13.0% 4,841 $466K
Mill Capital Management, LLC 0.04% No change 4,824 $464K
Wealth Architects, LLC 0.05% No change 4,748 $457K
Smith, Moore & Co. 0.04% Add +0.0% 4,748 $457K
Parallel Advisors, LLC 0.01% Add +9.5% 4,731 $455K
Colonial Trust Advisors 0.04% Add +439.3% 4,708 $453K
First Trust Investment Solutions L.P. 0.05% New 4,701 $452K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -21.8% 4,696 $452K
HBK Sorce Advisory LLC 0.01% Add +13.2% 4,676 $450K
Forum Financial Management, LP 0.01% Add +0.0% 4,610 $443K
Los Angeles Capital Management LLC 0.00% Reduce -5.0% 4,600 $442K
Advisors Capital Management, LLC 0.01% Reduce -2.2% 4,548 $437K
Ascentis Independent Advisors 0.07% Reduce -0.5% 4,534 $436K
AlphaCore Capital LLC 0.10% Add +3.7% 4,534 $436K
Moody LYNN Lieberson & Walker, LLC 0.03% Add +0.5% 4,531 $436K
Bruce & Co., Inc. 0.13% No change 4,509 $434K
Fifth Third Wealth Advisors LLC 0.03% Add +43.8% 4,489 $432K
McDonough Capital Management, Inc 0.30% Reduce -0.3% 4,487 $432K
LS Investment Advisors, LLC 0.06% Reduce -5.3% 4,482 $431K
Fourpath Capital Management, LLC 0.08% New 4,464 $429K
Tidal Investments LLC 0.00% Add +3.9% 4,428 $426K
Daymark Wealth Partners, LLC 0.02% Reduce -23.6% 4,422 $425K
Alpha Cubed Investments, LLC 0.02% Reduce -8.0% 4,389 $422K
Prossimo Advisors, LLC 0.31% Add +10.6% 4,383 $422K
Greenfield Savings Bank 0.20% No change 4,368 $420K
Continuum Advisory, LLC 0.05% Add +64.9% 4,349 $418K
Faithward Advisors, LLC 0.07% Reduce -1.4% 4,337 $417K
Insight Wealth Strategies, LLC 0.05% Add +0.9% 4,305 $414K
Carl P. Sherr & Co., LLC 0.22% No change 4,293 $413K
United Capital Financial Advisors, LLC 0.00% Add +3.0% 4,291 $413K
Tarbox Family Office, Inc. 0.07% No change 4,266 $410K
Federation des caisses Desjardins du Quebec 0.00% Add +2.1% 4,265 $410K
West Paces Advisors Inc. 0.10% Reduce -6.2% 4,258 $410K
Waverly Advisors, LLC 0.01% Reduce -2.8% 4,249 $409K
V-Square Quantitative Management LLC 0.06% Reduce -8.6% 4,248 $409K
Courier Capital LLC 0.03% Reduce -0.6% 4,181 $402K
Blue Barn Wealth, LLC 0.21% Reduce -3.9% 4,174 $401K
Phillips Wealth Planners LLC 0.38% Add +25.3% 4,062 $401K
Van Hulzen Asset Management, LLC 0.03% New 4,173 $401K
Edgestream Partners, L.P. 0.02% Reduce -93.7% 4,143 $398K
PFG Advisors 0.03% New 4,137 $398K
Florida Trust Wealth Management Co 0.01% Add +40.0% 4,133 $398K
Schaper Benz & Wise Investment Counsel Inc. 0.03% Add +7.9% 4,131 $397K
Diversify Advisory Services, LLC 0.02% New 4,003 $395K
Mairs & Power Inc. 0.00% Reduce -2.4% 4,100 $394K
HB Wealth Management, LLC 0.00% Add +0.9% 4,089 $393K
Alhambra Investment Management LLC 0.20% No change 4,085 $393K
Cornerstone Enterprises, LLC 0.25% New 4,080 $392K
Freedom Investment Management, Inc. 0.03% Reduce -6.5% 4,076 $392K
Old Mission Investment Co LLC 0.12% No change 4,069 $391K
Bard Financial Services, Inc. 0.05% No change 4,060 $390K
Nilsine Partners, LLC 0.05% Add +5.6% 4,055 $390K
Plancorp, LLC 0.02% Add +0.1% 4,048 $389K
Focus Financial Network, Inc. 0.02% Add +1.3% 4,046 $389K
Chicago Partners Investment Group LLC 0.01% New 3,908 $389K
Carret Asset Management, LLC 0.04% No change 4,000 $385K
Tyler-Stone Wealth Management 0.07% Add +100.0% 3,990 $384K
Mission Wealth Management, LP 0.01% Reduce -25.5% 3,984 $383K
Park National Corp. 0.01% Add +3.4% 3,964 $381K
Smithfield Trust Co 0.02% Reduce -15.1% 3,898 $378K
Appleton Partners Inc. 0.03% No change 3,887 $374K
Atlanta Consulting Group Advisors, LLC 0.09% New 3,876 $373K
Brandywine Oak Private Wealth LLC 0.04% Reduce -0.0% 3,835 $369K
WealthTrust Axiom LLC 0.11% No change 3,816 $367K
Callan Capital, LLC 0.03% Add +7.4% 3,808 $366K
Fortis Group Advisors, LLC 0.07% No change 3,805 $366K
Modern Wealth Management, LLC 0.02% Add +0.0% 3,804 $366K
Cerro Pacific Wealth Advisors LLC 0.14% No change 4,634 $364K
Reynders McVeigh Capital Management, LLC 0.02% No change 3,744 $360K
Hanson & Doremus Investment Management 0.06% No change 3,710 $357K
Alps Advisors Inc. 0.00% New 3,700 $356K
Coldstream Capital Management Inc. 0.01% Add +31.7% 3,689 $356K
Strategy Asset Managers LLC 0.07% Add +28.4% 3,692 $355K
MBB Public Markets I LLC 0.03% Reduce -83.9% 3,690 $355K
ZWJ Investment Counsel Inc. 0.01% Reduce -1.3% 3,688 $355K
Crewe Advisors LLC 0.04% Add +0.7% 3,679 $354K
Centennial Wealth Advisory LLC 0.14% Add +6.4% 3,671 $353K
WoodTrust Financial Corp 0.05% No change 3,675 $353K
Capital Advisors Inc. 0.01% Reduce -3.0% 3,662 $352K
Weaver Capital Management LLC 0.10% Reduce -43.8% 3,609 $347K
Transcend Capital Advisors, LLC 0.02% Reduce -0.2% 3,595 $346K
First Foundation Advisors 0.01% Add +0.1% 3,582 $345K
Buska Wealth Management, LLC 0.12% Add +29.7% 3,577 $344K
Arete Wealth Advisors, LLC 0.03% Reduce -15.3% 3,579 $343K
Robertson Stephens Wealth Management, LLC 0.01% Add +4.6% 3,560 $342K
Journey Strategic Wealth LLC 0.01% New 3,521 $339K
New Century Financial Group, LLC 0.12% Add +18.0% 3,479 $335K
F/m Investments LLC 0.01% No change 3,461 $333K
Wealthquest Corp 0.03% No change 3,400 $329K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -32.3% 3,409 $328K
Blue Chip Partners, LLC 0.03% Add +0.6% 3,353 $323K
Summit Asset Management, LLC 0.04% No change 3,335 $321K
Monument Capital Management 0.09% New 3,334 $321K
Gladstone Institutional Advisory LLC 0.02% Add +2.2% 3,321 $319K
Moneta Group Investment Advisors LLC 0.00% New 3,300 $317K
JGP Wealth Management, LLC 0.04% Reduce -19.4% 3,285 $316K
Pitcairn Co. 0.02% Reduce -2.2% 3,282 $316K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Add +391.0% 3,265 $314K
Sterling Investment Advisors LLC 0.18% No change 3,262 $314K
West Family Investments, Inc. 0.11% Add +3.2% 3,255 $313K
Focus Partners Advisor Solutions, LLC 0.01% New 3,250 $313K
Cigna Investments Inc. 0.06% No change 3,230 $311K
1ST Source Bank 0.02% No change 3,231 $311K
Dark Forest Capital Management LP 0.04% Add +23.4% 3,226 $310K
Summit Trail Advisors, LLC 0.01% New 3,177 $306K
Keystone Financial Group 0.04% Add +0.1% 3,170 $305K
Vise Technologies, Inc. 0.04% New 3,158 $304K
International Assets Investment Management, LLC 0.02% Add +7.3% 3,156 $304K
Syon Capital LLC 0.03% Add +6.4% 3,142 $302K
First Heartland Consultants, Inc. 0.03% Add +12.7% 3,143 $302K
Glenview Trust Co 0.01% Add +7.0% 3,120 $300K
Advisor OS, LLC 0.03% Reduce -44.2% 3,112 $299K
Frank, Rimerman Advisors LLC 0.02% Reduce -74.4% 3,104 $299K
Evexia Wealth LLC 0.11% No change 3,158 $297K
WFA Asset Management Corp 0.16% Add +14.7% 3,089 $297K
Cypress Wealth Services, LLC 0.06% Add +0.9% 3,088 $297K
Gryphon Financial Partners LLC 0.04% New 3,082 $296K
Procyon Advisors, LLC 0.02% New 3,067 $295K
CRA Financial Services, LLC 0.05% No change 3,050 $293K
Wrapmanager Inc. 0.08% New 3,050 $293K
Blake Schutter Theil Wealth Advisors, LLC 0.21% — 3,043 $293K
Longfellow Investment Management Co. LLC 0.07% Add +0.6% 3,022 $291K
D L Carlson Investment Group Inc. 0.05% Add +0.4% 3,016 $290K
Bremer Bank National Association 0.05% Reduce -1.4% 3,008 $289K
True Vision MN LLC 0.17% New 2,999 $288K
Successful Portfolios LLC 0.19% No change 2,984 $287K
Bank of Stockton 0.09% No change 2,982 $287K
Synovus Financial Corp. 0.00% Add +4.8% 2,980 $287K
Hartford Funds Management Co LLC 0.03% New 2,978 $286K
Compound Planning, Inc. 0.02% New 2,964 $285K
Inspire Investing, LLC 0.03% Reduce -11.9% 2,960 $285K
Sonora Investment Management Group, LLC 0.02% New 2,949 $284K
Perigon Wealth Management, LLC 0.01% New 2,947 $283K
Compass Financial Group, INC 0.06% No change 2,938 $283K
Isthmus Partners, LLC 0.03% No change 2,929 $282K
Zacks Investment Management 0.00% Reduce -15.3% 2,922 $281K
MJP Associates Inc. 0.05% Reduce -4.5% 2,921 $281K
Rwa Wealth Partners, LLC 0.00% Add +0.9% 2,908 $280K
Lodestone Wealth Management LLC 0.14% No change 2,888 $278K
Dorsey & Whitney Trust CO LLC 0.01% New 2,883 $277K
HTLF Bank 0.03% Reduce -2.5% 2,875 $277K
Liberty Wealth Management LLC 0.05% Add +7.9% 2,868 $276K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% New 2,866 $276K
ProVise Management Group, LLC 0.02% New 2,852 $274K
Premier Path Wealth Partners, LLC 0.04% Add +0.9% 2,851 $274K
Jacobi Capital Management LLC 0.02% New 2,848 $274K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.07% No change 2,834 $273K
Brady Family Wealth, LLC 0.08% Reduce -1.1% 2,815 $271K
Catalyst Funds Management Pty Ltd 0.06% New 2,800 $269K
Hurlow Wealth Management Group, Inc. 0.08% No change 2,790 $268K
Argent Trust Co 0.01% New 2,788 $268K
Capital Investment Services of America, Inc. 0.03% No change 2,786 $268K
MTM Investment Management, LLC 0.10% Reduce -1.1% 2,800 $267K
McCarter Private Wealth Services LLC 0.17% — 2,777 $267K
Lifeworks Advisors, LLC 0.05% Add +5.9% 2,775 $267K
Principle Wealth Partners LLC 0.02% No change 2,770 $266K
Danske Bank A/S 0.00% Reduce -0.5% 2,759 $265K
Checchi Capital Advisers, LLC 0.02% Reduce -0.0% 2,756 $265K
AlphaStar Capital Management, LLC 0.02% New 2,756 $265K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.10% Reduce -5.7% 2,752 $265K
Kohmann Bosshard Financial Services, LLC 0.03% No change 2,745 $264K
Western Wealth Management, LLC 0.02% Reduce -0.7% 2,745 $264K
Providence Wealth Advisors, LLC 0.19% Reduce -4.2% 2,657 $263K
International Private Wealth Advisors LLC 0.38% Reduce -4.1% 2,731 $263K
KOM Wealth Management Group, LLC 0.22% Add +0.3% 2,726 $262K
Old North State Wealth Management, LLC 0.15% New 2,717 $262K
Beacon Investment Advisors LLC 0.12% Add +0.3% 2,720 $262K
Kovack Advisors, Inc. 0.03% Add +0.6% 2,719 $262K
Boston Financial Mangement LLC 0.01% Reduce -1.9% 2,707 $260K
Live Oak Private Wealth LLC 0.04% No change 2,692 $259K
Ironwood Investment Counsel, LLC 0.04% Add +1.2% 2,685 $258K
CWA Asset Management Group, LLC 0.01% — 2,684 $258K
Chesapeake Asset Management LLC 0.22% Add +3.6% 2,680 $258K
Capital Asset Advisory Services LLC 0.01% No change 2,728 $257K
Intrust Bank NA 0.03% New 2,674 $257K
IFG Advisors, LLC 0.05% No change 2,670 $257K
Cobblestone Capital Advisors LLC 0.01% New 2,637 $254K
Fiduciary Financial Group, LLC 0.06% Add +3.0% 2,684 $253K
Beese Fulmer Investment Management, Inc. 0.02% No change 2,628 $253K
Bayesian Capital Management, LP 0.03% Reduce -89.0% 2,600 $250K
John G Ullman & Associates Inc. 0.04% No change 2,587 $249K
Legacy Financial Strategies, LLC 0.05% New 2,585 $249K
Tsfg, LLC 0.05% No change 2,580 $248K
Pinnacle West Asset Management, Inc. 0.18% New 2,565 $247K
AdvisorNet Financial, Inc 0.02% Add +11.5% 2,567 $247K
Norris Perne & French LLP 0.02% New 2,542 $244K
Choate Investment Advisors 0.01% Reduce -2.9% 2,529 $243K
First Interstate Bank 0.01% New 2,525 $243K
Wealthcare Advisory Partners LLC 0.01% Reduce -22.6% 2,518 $242K
Two Sigma Securities, LLC 0.02% New 2,518 $242K
Ipswich Investment Management Co., Inc. 0.06% Reduce -2.3% 2,512 $242K
StoneX Group Inc. 0.02% New 2,493 $240K
Liberty Capital Management, Inc. 0.05% New 2,486 $239K
Duncker Streett & Co. Inc. 0.04% No change 2,482 $239K
Integris Wealth Management, LLC 0.07% New 2,477 $238K
UMB Bank, n.a. 0.00% Reduce -1.0% 2,472 $238K
Fidelis Capital Partners, LLC 0.03% New 2,385 $237K
Midwest Professional Planners, LTD. 0.07% Reduce -5.1% 2,457 $236K
Flagship Harbor Advisors, LLC 0.01% New 2,455 $236K
Clayton Financial Group LLC 0.09% New 2,441 $235K
Planning Center, Inc. 0.03% New 2,411 $232K
Hilltop Partners LLC 0.08% New 2,377 $229K
Significant Wealth Partners LLC 0.12% New 2,365 $227K
Stanley-Laman Group, Ltd. 0.03% New 2,360 $227K
Patrick M Sweeney & Associates, Inc. 0.17% New 2,352 $226K
Monetary Management Group Inc. 0.06% No change 2,350 $226K
Roman Butler Fullerton & Co. 0.07% New 2,310 $225K
Fidelity D & D Bancorp Inc. 0.15% New 2,332 $224K
CFM Wealth Partners LLC 0.04% New 2,326 $224K
Farmers & Merchants Trust Co of Chambersburg PA 0.09% No change 2,300 $221K
Gateway Wealth Partners, LLC 0.06% New 2,297 $221K
RDA Financial Network 0.07% New 2,282 $219K
LCNB Corp. 0.08% New 2,271 $218K
Main Street Financial Solutions, LLC 0.02% Reduce -18.9% 2,259 $217K
MBE Wealth Management, LLC 0.12% New 2,255 $217K
Independent Wealth Network Inc. 0.10% New 2,249 $216K
Lockerman Financial Group, Inc. 0.37% New 2,248 $216K
MassMutual Private Wealth & Trust, FSB 0.01% Add +5.2% 2,248 $216K
Allianz Asset Management GmbH 0.00% New 2,246 $216K
Brighton Jones LLC 0.01% New 2,244 $216K
Dividend Assets Capital, LLC 0.04% New 2,228 $214K
Ridgewood Investments LLC 0.11% Reduce -10.8% 2,227 $214K
Cibc World Market Inc. 0.00% New 2,220 $214K
Ariston Services Group 0.19% New 2,223 $214K
Park Place Capital Corp 0.06% Add +108.5% 2,212 $213K
Perkins Coie Trust Co 0.05% No change 2,202 $212K
Capital Management Corp. 0.04% New 2,200 $212K
Second Line Capital, LLC 0.06% New 2,193 $211K
Exchange Capital Management, Inc. 0.03% New 2,182 $210K
Steigerwald, Gordon & Koch Inc. 0.02% New 2,170 $209K
Kolinsky Wealth Management, LLC 0.13% New 2,155 $207K
Channel Wealth LLC 0.07% New 2,154 $207K
Mowery & Schoenfeld Wealth Management, LLC 0.32% No change 2,133 $205K
Astoria Portfolio Advisors LLC. 0.07% New 2,142 $204K
AMG National Trust Bank 0.01% New 2,119 $204K
BLB&B Advisors, LLC 0.01% New 2,113 $203K
Pacific Capital Wealth Advisors, Inc. 0.03% No change 2,111 $203K
Teacher Retirement System of Texas 0.00% Reduce -98.6% 2,115 $203K
Tower Wealth Partners, Inc. 0.12% New 2,110 $203K
Financial Counselors Inc. 0.00% New 2,103 $202K
Trustmark Bank Trust Department 0.02% New 2,100 $202K
NorthCoast Asset Management LLC 0.00% New 5,205 $202K
Marshall Financial Group, LLC 0.05% New 2,098 $202K
TCV Trust & Wealth Management, Inc. 0.02% New 2,095 $201K
Howe & Rusling Inc. 0.02% New 2,086 $201K
Boston Research & Management Inc. 0.05% New 2,082 $200K
CWS Financial Advisors, LLC 0.07% New 2,081 $200K
Neville Rodie & Shaw Inc. 0.01% New 2,078 $200K
Operose Advisors LLC 0.06% Add +15.9% 2,072 $199K
Quadrant Capital Group LLC 0.01% Add +6.5% 2,068 $199K
Virtus Advisers, LLC 0.09% Reduce -8.3% 2,061 $198K
Baldwin Wealth Partners LLC 0.01% Add +11333.3% 2,058 $198K
Tompkins Financial Corp. 0.02% Reduce -47.6% 2,034 $196K
Avior Wealth Management, LLC 0.01% Add +2.5% 2,012 $194K
First Command Advisory Services, Inc. 0.00% No change 1,992 $192K
CI Investments Inc. 0.00% Reduce -38.5% 1,981 $191K
Brown Brothers Harriman & Co. 0.00% Add +5.4% 1,967 $189K
Addison Advisors LLC 0.05% No change 1,949 $187K
Cape Investment Advisory, Inc. 0.07% Add +0.5% 1,685 $162K
Smartleaf Asset Management LLC 0.02% Add +26.6% 1,668 $159K
Bray Capital Advisors 0.04% No change 1,592 $153K
Financial Network Wealth Advisors LLC 0.12% Reduce -9.6% 1,515 $146K
Red Tortoise LLC 0.07% No change 1,514 $146K
Centaurus Financial, Inc. 0.01% Add +0.8% 1,426 $137K
Richardson Financial Services Inc. 0.09% No change 1,743 $137K
State of Wyoming 0.02% Add +4.1% 1,395 $134K
Sentry Investment Management LLC 0.06% No change 1,373 $132K
JNBA Financial Advisors 0.01% No change 1,365 $131K
Uncommon Cents Investing LLC 0.04% New 1,347 $130K
Financial Perspectives, Inc 0.04% No change 1,338 $129K
Hexagon Capital Partners LLC 0.02% Add +2.0% 1,306 $126K
Y.D. More Investments Ltd 0.01% New 1,298 $125K
Hills Bank & Trust Co 0.01% New 1,257 $121K
CarsonAllaria Wealth Management, Ltd. 0.07% New 1,254 $121K
Brooklyn Investment Group 0.04% New 1,222 $118K
Independence Bank of Kentucky 0.02% Add +26.1% 1,206 $116K
Beacon Capital Management, LLC 0.02% Add +13.3% 1,195 $115K
Quent Capital, LLC 0.01% Add +0.3% 1,197 $115K
GPS Wealth Strategies Group, LLC 0.02% Reduce -65.5% 1,188 $114K
Glass Jacobson Investment Advisors llc 0.04% No change 1,168 $112K
Oakworth Capital, Inc. 0.01% Add +41.7% 1,146 $110K
CoreCap Advisors, LLC 0.01% Add +5.1% 1,105 $106K
Union Savings Bank 0.05% No change 1,100 $106K
TFC Financial Management, Inc. 0.02% Add +5.1% 1,080 $104K
St Germain D J Co. Inc. 0.00% No change 1,060 $102K
Intelligent Financial Strategies 0.06% No change 1,059 $102K
TCTC Holdings, LLC 0.00% Reduce -55.0% 1,049 $101K
Whittier Trust Co. 0.00% Add +0.7% 1,042 $100K
Alta Advisers Ltd 0.04% No change 1,000 $96K
Pinnacle Bancorp, Inc. 0.03% No change 982 $94K
EverSource Wealth Advisors, LLC 0.01% Add +14.8% 971 $93K
Clean Yield Group 0.03% No change 970 $93K
First Horizon Advisors, Inc. 0.00% Add +38.3% 964 $93K
Sandy Spring Bank 0.00% Reduce -27.3% 918 $88K
GeoWealth Management, LLC 0.00% New 911 $88K
First Personal Financial Services 0.02% Reduce -11.2% 910 $88K
First Pacific Financial 0.02% No change 902 $87K
FSA Wealth Management LLC 0.03% — 900 $87K
Boit C F David 0.04% No change 867 $83K
Strategic Investment Solutions, Inc. 0.02% Add +71.4% 840 $81K
Lanark Financial, Inc. 0.01% Add +22.2% 830 $79K
Loomis Sayles & Co. L P 0.00% Add +8.8% 826 $79K
Capital Advisors, Ltd. LLC 0.01% Reduce -0.8% 798 $77K
Arcadia Investment Management Corp. 0.01% Reduce -70.4% 800 $77K
Mather Group, Llc. 0.00% Reduce -93.6% 779 $75K
Concord Wealth Partners 0.01% Add +20.6% 777 $75K
Hilltop National Bank 0.02% No change 775 $75K
Ostrum Asset Management 0.01% Add +1.4% 751 $72K
Central Pacific Bank - Trust Division 0.01% No change 741 $71K
Mark Sheptoff Financial Planning, LLC 0.04% No change 740 $71K
WASHINGTON TRUST Co 0.00% Add +23.4% 706 $68K
Avalon Trust Co 0.01% No change 700 $67K
Trust Co. of Vermont 0.00% Add +16.6% 697 $67K
TruNorth Capital Management, LLC 0.02% No change 690 $66K
Strengthening Families & Communities, LLC 0.02% Reduce -4.8% 674 $65K
Future Financial Wealth Managment LLC 0.05% New 656 $63K
Lindbrook Capital, LLC 0.01% Reduce -20.3% 656 $63K
Manchester Capital Management LLC 0.01% Add +4.4% 643 $62K
GW&K Investment Management, LLC 0.00% Add +0.3% 619 $60K
Prestige Wealth Management Group LLC 0.01% Add +0.8% 612 $59K
Hollencrest Capital Management 0.00% No change 612 $59K
Tanglewood Legacy Advisors, LLC 0.03% No change 600 $58K
Trust Co 0.01% Add +74.0% 588 $57K
Anchor Investment Management, LLC 0.01% No change 587 $56K
St. Johns Investment Management Company, LLC 0.03% No change 580 $56K
Oliver Lagore Vanvalin Investment Group 0.01% No change 578 $56K
Householder Group Estate & Retirement Specialist, LLC 0.02% No change 578 $55K
CNB Bank 0.03% No change 566 $54K
Cassady Schiller Wealth Management, LLC 0.02% Reduce -10.5% 564 $54K
Arax Advisory Partners 0.00% Reduce -1.2% 561 $54K
Cromwell Holdings LLC 0.03% No change 558 $54K
Sugarloaf Wealth Management, LLC 0.01% No change 553 $53K
Cherry Tree Wealth Management, LLC 0.01% No change 548 $53K
Bruce G. Allen Investments, LLC 0.04% Add +5.7% 540 $52K
Barrett & Company, Inc. 0.02% No change 540 $52K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 539 $52K
Friedenthal Financial 0.03% New 522 $50K
Perritt Capital Management Inc 0.03% Add +1.0% 520 $50K
Salem Investment Counselors Inc. 0.00% No change 518 $50K
Optiver Holding B.V. 0.00% New 513 $49K
Parkside Financial Bank & Trust 0.01% Reduce -15.9% 502 $48K
nVerses Capital, LLC 0.02% Reduce -66.7% 500 $48K
Mizuho Bank, Ltd. 0.01% Reduce -16.7% 500 $48K
Wintrust Investments LLC 0.03% Reduce -88.5% 490 $47K
Deseret Mutual Benefit Administrators 0.02% Add +14.8% 488 $47K
SOA Wealth Advisors, LLC. 0.01% No change 480 $46K
ESL Trust Services, LLC 0.01% Reduce -10.6% 474 $46K
Ashton Thomas Securities, LLC 0.01% New 468 $45K
TD Waterhouse Canada Inc. 0.00% Add +8.8% 459 $44K
Piscataqua Savings Bank 0.04% No change 459 $44K
Aster Capital Management (DIFC) Ltd 0.01% — 454 $44K
Elequin Capital, LP 0.10% New 453 $44K
Essex Investment Management Co. LLC 0.01% No change 430 $41K
Gen-Wealth Partners Inc 0.02% Reduce -21.1% 429 $41K
Maryland Capital Advisors Inc. 0.02% No change 418 $40K
FinTrust Capital Advisors, LLC 0.01% Reduce -8.8% 412 $40K
Spire Wealth Management 0.00% Reduce -41.1% 402 $39K
William B. Walkup & Associates, Inc. 0.02% No change 398 $38K
Hazlett, Burt & Watson, Inc. 0.02% Add +34.4% 379 $37K
Olistico Wealth, LLC 0.02% No change 372 $36K
Ancora Advisors LLC 0.00% Reduce -13.9% 354 $34K
Valued Wealth Advisors LLC 0.02% No change 343 $33K
Center for Financial Planning, Inc. 0.00% No change 333 $32K
Valley National Advisers Inc. 0.01% Reduce -1.5% 338 $32K
Pinnacle Financial Partners Inc 0.00% No change 328 $32K
Peoples Financial Services Corp. 0.01% No change 326 $31K
Covestor Ltd 0.02% Reduce -1.0% 311 $30K
Coastline Trust Co 0.00% New 305 $29K
Silvant Capital Management LLC 0.00% No change 290 $28K
Atlantic Private Wealth, LLC 0.02% Add +0.7% 279 $27K
Asset Dedication, LLC 0.00% No change 276 $27K
Sound Income Strategies, LLC 0.00% Reduce -25.3% 271 $26K
Plante Moran Financial Advisors, LLC 0.00% Add +3.1% 264 $25K
Princeton Global Asset Management LLC 0.00% Add +0.4% 259 $25K
Jaffetilchin Investment Partners, LLC 0.00% New 250 $24K
CoreFirst Bank & Trust 0.01% New 245 $24K
Earned Wealth Advisors, LLC 0.01% New 245 $24K
Cullen/Frost Bankers, Inc. 0.00% Add +18.9% 245 $24K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 240 $23K
NBT Bank, N.A. 0.00% New 240 $23K
Rosenberg Matthew Hamilton 0.01% No change 230 $22K
Stephens Consulting, LLC 0.01% No change 228 $22K
Boyd Watterson Asset Management LLC 0.01% No change 228 $22K
Arrow Financial Corp 0.00% Reduce -10.0% 225 $22K
Fortitude Family Office, LLC 0.01% Add +162.5% 210 $20K
Atticus Wealth Management, LLC 0.01% Reduce -4.5% 210 $20K
HHM Wealth Advisors, LLC 0.00% Add +26.3% 202 $19K
Bank of New Hampshire 0.00% Reduce -94.5% 200 $19K
Legacy Investment Solutions, LLC 0.01% — 194 $19K
Legacy Wealth Managment, LLC 0.01% — 194 $19K
Wolff Wiese Magana LLC 0.01% Add +3760.0% 193 $19K
Frazier Financial Advisors, LLC 0.01% New 192 $18K
MV Capital Management, Inc. 0.00% Add +3.8% 191 $18K
JFS Wealth Advisors, LLC 0.00% Add +133.3% 189 $18K
Chilton Capital Management LLC 0.00% Reduce -72.1% 175 $17K
First Community Trust NA 0.01% No change 166 $16K
Versant Capital Management, Inc 0.00% No change 162 $16K
Annapolis Financial Services, LLC 0.00% No change 145 $14K
WR Wealth Planners, LLC 0.00% Add +7.5% 144 $14K
Mendota Financial Group, LLC 0.01% Add +126.7% 136 $13K
Hemington Wealth Management 0.00% New 143 $13K
Christopher J. Hasenberg, Inc 0.01% Reduce -48.7% 137 $13K
Rogco, LP 0.00% No change 126 $12K
Cornerstone Planning Group LLC 0.00% Reduce -15.3% 127 $12K
Sachetta, LLC 0.00% No change 124 $12K
CGC Financial Services, LLC 0.00% No change 120 $12K
Global X Japan Co., Ltd. 0.00% Reduce -63.5% 117 $11K
Kimelman & Baird, LLC 0.00% No change 116 $11K
Atlantic Edge Private Wealth Management, LLC 0.00% New 115 $11K
DHJJ Financial Advisors, Ltd. 0.00% No change 112 $11K
Wiser Advisor Group LLC 0.02% No change 111 $11K
Sittner & Nelson, LLC 0.00% No change 107 $10K
Key Financial Inc 0.00% No change 106 $10K
Briaud Financial Planning Inc 0.01% No change 114 $10K
Financial Management Professionals, Inc. 0.00% Add +1.0% 100 $10K
Front Row Advisors LLC 0.00% Reduce -74.4% 102 $10K
Eagle Bay Advisors LLC 0.00% No change 100 $10K
HighMark Wealth Management LLC 0.01% No change 100 $10K
Caldwell Sutter Capital, Inc. 0.00% No change 100 $10K
Northwest Financial Advisors 0.01% New 99 $10K
Northwest Capital Management Inc 0.00% No change 95 $9K
Naples Money Management LLC 0.01% No change 90 $9K
MilWealth Group LLC 0.00% No change 89 $9K
Aspire Private Capital, LLC 0.00% New 87 $8K
LFA - Lugano Financial Advisors SA 0.01% New 85 $8K
Hobbs Group Advisors, LLC 0.00% No change 83 $8K
Solstein Capital, LLC 0.00% No change 82 $8K
Richard W. Paul & Associates, LLC 0.00% New 79 $8K
Harbor Investment Advisory, LLC 0.00% Reduce -3.7% 79 $8K
Investors Research Corp 0.00% No change 77 $7K
Coppell Advisory Solutions LLC 0.00% Add +10.1% 76 $7K
Horizon Bancorp Inc. 0.00% New 68 $7K
GHP Investment Advisors, Inc. 0.00% Reduce -48.1% 68 $7K
Wells Financial Advisors INC 0.01% New 67 $6K
LRI Investments, LLC 0.00% No change 67 $6K
Dunhill Financial, LLC 0.00% Reduce -97.2% 66 $6K
Darwin Wealth Management, LLC 0.00% New 64 $6K
Grove Bank & Trust 0.00% New 64 $6K
NFSG Corp 0.00% No change 63 $6K
Archer Investment Corp 0.00% New 62 $6K
Tucker Asset Management LLC 0.00% No change 59 $6K
Carolinas Wealth Consulting LLC 0.00% Add +9.3% 59 $6K
Voisard Asset Management Group, Inc. 0.00% No change 58 $6K
Global Financial Private Client, LLC 0.00% Add +52.6% 58 $6K
First Financial Corp. 0.00% No change 57 $5K
Abound Wealth Management 0.00% Add +14.3% 56 $5K
C M Bidwell & Associates Ltd. 0.00% New 53 $5K
Mfa Wealth Advisors, LLC 0.00% No change 53 $5K
Capital Analysts, LLC 0.00% Add +34.2% 51 $5K
Sunbelt Securities, Inc. 0.00% No change 51 $5K
Keener Financial Planning LLC 0.00% No change 50 $4K
Heritage Wealth Advisors 0.00% New 41 $4K
Raffa Wealth Management, LLC 0.00% No change 40 $4K
Glen Eagle Advisors, LLC 0.00% Reduce -29.8% 40 $4K
Redmont Wealth Advisors LLC 0.01% No change 37 $4K
Peterson Financial Group, Inc. 0.01% New 34 $3K
Private Wealth Management Group, LLC 0.00% No change 34 $3K
Trifecta Capital Advisors, LLC 0.00% No change 34 $3K
Copley Financial Group, Inc. 0.00% — 34 $3K
Ruedi Wealth Management, Inc. 0.00% Reduce -50.0% 34 $3K
ORG Partners LLC 0.00% New 32 $3K
McIlrath & Eck, LLC 0.00% No change 27 $3K
Bell Investment Advisors, Inc 0.00% Add +30.0% 26 $3K
MCF Advisors LLC 0.00% Reduce -71.3% 25 $2K
SJS Investment Consulting Inc. 0.00% Add +10.0% 22 $2K
CVA Family Office, LLC 0.00% Add +266.7% 22 $2K
Winthrop Capital Management, LLC 0.00% No change 25 $2K
Avion Wealth 0.00% Reduce -20.0% 24 $2K
Penserra Capital Management LLC 0.00% No change 27 $2K
Highline Wealth Partners LLC 0.00% Add +100.0% 20 $2K
Carmichael Hill & Associates, Inc. 0.00% No change 18 $2K
Pineridge Advisors LLC 0.00% No change 18 $2K
Salomon & Ludwin, LLC 0.00% No change 18 $2K
Aspect Partners, LLC 0.00% No change 15 $1K
Creekmur Asset Management LLC 0.00% No change 15 $1K
Fairman Group, LLC 0.00% No change 13 $1K
Proffitt & Goodson Inc. 0.00% New 11 $1K
Northwest Investment Counselors, LLC 0.00% New 11 $1K
Transamerica Financial Advisors, LLC 0.00% No change 1 $1K
True Wealth Design, LLC 0.00% Add +12.5% 9 $866
First United Bank & Trust 0.00% No change 8 $769
PSI Advisors, LLC 0.00% No change 8 $769
Larson Financial Group LLC 0.00% Add +16.7% 7 $673
Claris Advisors, LLC / Mo / 0.00% New 6 $577
Creative Financial Designs Inc. 0.00% No change 6 $577
Nvwm, LLC 0.00% No change 5 $481
AlphaQuest LLC 0.00% Reduce -100.0% 5 $481
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 4 $385
WestEnd Advisors, LLC 0.00% No change 4 $385
New Millennium Group LLC 0.00% No change 3 $289

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