WEC Energy GroupWEC

13F holders, Q1 2025 (March 31)
1,268holders +73
144new positions
70sold out
8famous investors
$108.95avg. 13F price*

At the end of Q1 2025, 1,268 institutions reported holding WEC Energy Group Inc. (WEC) in their 13F filings, up 73 from Q4 2024. 144 opened new positions and 70 sold out. The largest holders were Vanguard Group Inc. ($4.3B), BlackRock, Inc. ($3.2B) and State Street Corp. ($2.3B). 8 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Steve Cohen (0.2% of Point72 Asset Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions144$437.9M
Exits70$114.0M

All 13F filers, Q4 2024 → Q1 2025: 15,918,163 shares bought and 15,632,721 shares sold, net +285,442 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,268 holders

Vanguard Group Inc. 0.08% Reduce -1.4% 39,129,518 $4.3B
BlackRock, Inc. 0.07% Reduce -2.5% 29,437,079 $3.2B
State Street Corp. 0.09% Reduce -1.8% 21,026,780 $2.3B
Wellington Management Group LLP 0.21% Reduce -8.2% 10,137,896 $1.1B
Geode Capital Management, LLC 0.07% Add +3.7% 8,358,955 $908.2M
Wells Fargo & Company 0.20% Reduce -0.6% 7,769,055 $846.7M
Bank of America Corp. 0.07% Add +12.4% 7,110,105 $774.9M
Deutsche Bank AG 0.24% Reduce -4.5% 5,465,533 $595.6M
Charles Schwab Investment Management Inc. 0.11% Add +34.9% 5,213,304 $567.7M
JPMorgan Chase & Co. 0.04% Add +16.6% 5,103,604 $556.2M
Ameriprise Financial Inc. 0.13% Add +0.8% 4,274,385 $466.5M
Northern Trust Corp. 0.06% Add +4.9% 4,003,464 $436.3M
Morgan Stanley 0.03% Add +6.7% 3,749,796 $408.7M
Nuveen, LLC 0.12% — 3,701,341 $403.4M
Invesco Ltd. 0.06% Reduce -27.1% 3,070,604 $334.6M
Envestnet Asset Management Inc. 0.09% Add +20.6% 2,519,401 $274.6M
Legal & General Group Plc 0.07% Add +2.5% 2,446,839 $266.7M
PNC Financial Services Group, Inc. 0.14% Reduce -0.3% 2,375,321 $258.9M
ClearBridge Investments Ltd 6.65% Add +20.5% 2,351,655 $256.3M
Bank of New York Mellon Corp 0.05% Reduce -1.6% 2,226,034 $242.6M
Federated Hermes, Inc. 0.47% Add +1.4% 1,999,474 $217.9M
Earnest Partners LLC 1.03% Reduce -1.9% 1,977,238 $215.5M
Raymond James Financial Inc. 0.08% Reduce -2.3% 1,962,290 $213.9M
Citadel Advisors 0.21% Add +249.9% 1,948,573 $212.4M
Royal Bank of Canada 0.05% Add +3.3% 1,884,952 $205.4M
Clearbridge Investments, LLC 0.16% Add +16.5% 1,672,011 $182.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Reduce -0.3% 1,651,795 $180.0M
Cohen & Steers, Inc. 0.31% New 1,535,885 $167.4M
Magellan Asset Management Ltd 1.94% Reduce -11.9% 1,465,204 $159.7M
UBS Group AG 0.04% Reduce -3.6% 1,461,380 $159.3M
Confluence Investment Management LLC 2.27% Reduce -3.1% 1,444,397 $157.4M
California Public Employees Retirement System 0.11% Reduce -3.4% 1,409,292 $153.6M
Principal Financial Group Inc. 0.09% Reduce -12.2% 1,391,475 $151.6M
Mairs & Power Inc. 1.58% Add +81.9% 1,389,081 $151.4M
Bahl & Gaynor LLC 0.73% Add +40.0% 1,319,511 $143.8M
Duff & Phelps Investment Management Co. 1.62% Reduce -6.3% 1,271,792 $138.6M
Caisse de depot et placement du Quebec 0.29% Reduce -25.2% 1,267,856 $138.2M
FMR LLC 0.01% Add +1.4% 1,237,381 $134.8M
Stifel Financial Corp. 0.14% Reduce -1.0% 1,209,675 $131.8M
Dimensional Fund Advisors LP 0.03% Add +0.3% 1,183,426 $129.0M
Franklin Resources Inc. 0.04% Add +51.5% 1,138,742 $124.1M
Crawford Investment Counsel Inc. 2.18% Reduce -2.4% 1,123,989 $122.5M
First Trust Advisors LP 0.10% Add +2.0% 1,076,169 $117.3M
CBRE Investment Management Listed Real Assets LLC 1.78% Reduce -20.3% 1,061,740 $115.7M
Westwood Holdings Group Inc. 0.88% Reduce -9.6% 1,050,446 $114.5M
American Century Companies Inc. 0.07% Reduce -40.4% 1,015,063 $110.6M
Cincinnati Insurance Co. 1.86% No change 978,300 $106.6M
Pictet Asset Management Holding SA 0.12% Reduce -31.8% 951,959 $103.7M
BNP Paribas Financial Markets 0.08% Add +13.7% 947,066 $103.2M
Goldman Sachs Group Inc. 0.02% Reduce -33.4% 944,815 $103.0M
Sei Investments Co. 0.13% Add +6.4% 938,352 $102.3M
Bessemer Group Inc. 0.18% Reduce -1.8% 915,387 $99.8M
Swiss National Bank 0.07% Reduce -0.1% 892,187 $97.2M
Soroban Capital Partners LP 1.35% Reduce -23.6% 877,344 $95.6M
LPL Financial LLC 0.04% Add +21.1% 850,658 $92.7M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +0.5% 825,180 $89.9M
Rathbones Group PLC 0.40% Reduce -2.6% 763,981 $83.3M
Barclays PLC 0.04% Reduce -5.0% 762,008 $83.0M
T. Rowe Price Investment Management, Inc. 0.05% Add +1529.3% 709,209 $77.3M
Point72 Asset Management 0.21% New 656,520 $71.5M
Rhumbline Advisers 0.07% Add +5.7% 642,778 $70.0M
Gabelli Funds LLC 0.52% Reduce -1.9% 619,470 $67.5M
Benjamin Edwards Inc. 0.93% Add +6.0% 609,706 $66.4M
Employees Retirement System of Texas 0.72% Add +54.3% 606,390 $66.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.39% Add +0.8% 603,939 $65.8M
Bank of Montreal 0.04% Reduce -8.5% 601,349 $65.5M
HSBC Holdings PLC 0.04% Reduce -5.1% 575,715 $62.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.06% Add +10.1% 564,418 $61.5M
Epoch Investment Partners, Inc. 0.30% Reduce -3.2% 522,231 $56.9M
T. Rowe Price Associates Inc. 0.01% Add +1.2% 504,184 $54.9M
Vaughan David Investments LLC 1.25% Add +0.6% 491,886 $53.6M
Manufacturers Life Insurance Company, The 0.05% Add +131.0% 458,887 $50.0M
Energy Income Partners, LLC 0.93% Reduce -2.8% 443,876 $48.4M
Donaldson Capital Management, LLC 1.77% Add +10.9% 429,443 $46.8M
Retirement Systems of Alabama 0.18% Reduce -1.0% 426,190 $46.4M
Victory Capital Management Inc. 0.05% Add +3.9% 411,248 $44.8M
Vaughan Nelson Investment Management, L.P. 0.43% New 390,230 $42.5M
Alliancebernstein L.P. 0.02% Add +10.3% 384,298 $41.9M
Macquarie Group Ltd. 0.05% Reduce -3.0% 378,252 $41.2M
Dearborn Partners LLC 1.97% Reduce -17.3% 377,467 $41.1M
California State Teachers Retirement System 0.05% Reduce -0.2% 375,606 $40.9M
Citigroup Inc. 0.03% Add +76.6% 375,377 $40.9M
Neuberger Berman Group LLC 0.03% Reduce -8.1% 370,734 $40.4M
National Pension Service 0.04% Add +1.3% 364,659 $39.7M
Marshall Wace, LLP 0.05% Reduce -15.9% 362,214 $39.5M
Natixis Advisors, LLC 0.07% Add +20.8% 357,080 $38.9M
Korea Investment CORP 0.09% Add +18.3% 344,744 $37.6M
Old Republic International Corp. 1.42% Add +1.2% 336,279 $36.6M
US Bancorp \de 0.05% Reduce -3.3% 334,328 $36.4M
STRS Ohio 0.15% Reduce -4.6% 334,117 $36.4M
Aware Super Pty Ltd as trustee of Aware Super 0.61% No change 331,007 $36.1M
Gateway Investment Advisers LLC 0.41% Reduce -28.5% 324,433 $35.4M
Canada Pension Plan Investment Board 0.03% Reduce -44.1% 323,449 $35.2M
AQR Capital Management 0.04% Add +7.8% 322,822 $35.1M
Russell Investments Group, Ltd. 0.04% Add +80.4% 293,621 $32.0M
Baird Financial Group, Inc. 0.06% Add +16.3% 290,402 $31.6M
State Board of Administration of Florida Retirement System 0.06% Add +0.6% 287,846 $31.4M
Amundi 0.01% Add +5.9% 287,849 $31.2M
Mitsubishi UFJ Trust & Banking Corp 0.08% Add +1.0% 275,116 $30.0M
Huntington National Bank 0.28% Add +5.0% 260,720 $28.4M
Wealth Enhancement Advisory Services, LLC 0.05% Add +16.7% 245,016 $26.7M
Country Trust Bank 0.67% Reduce -27.0% 243,365 $26.5M
Ensign Peak Advisors, Inc 0.05% Reduce -3.6% 242,172 $26.4M
New York State Teachers Retirement System 0.06% Reduce -3.1% 241,716 $26.3M
1832 Asset Management L.P. 0.05% Add +72.0% 240,997 $26.3M
HighTower Advisors, LLC 0.03% Add +106.6% 235,412 $25.7M
Corient Private Wealth LP 0.04% Reduce -4.0% 227,882 $24.8M
Azimuth Capital Investment Management LLC 0.98% Add +0.2% 226,527 $24.7M
Braun Stacey Associates Inc. 0.99% Reduce -4.8% 221,642 $24.2M
Campbell Newman Asset Management Inc. 1.97% New 213,058 $23.2M
Commonwealth Equity Services, LLC 0.03% Add +3.9% 209,174 $22.8M
Nisa Investment Advisors, LLC 0.11% Reduce -1.1% 209,152 $22.8M
Empire Life Investments Inc. 1.41% Reduce -9.6% 198,772 $21.7M
Cidel Asset Management Inc. 1.41% Add +34.7% 197,795 $21.6M
MML Investors Services, LLC 0.07% Add +0.3% 197,563 $21.5M
State of Wisconsin Investment Board 0.06% Add +6.6% 196,674 $21.4M
Aventail Capital Group, LP 1.06% New 196,073 $21.4M
Verition Fund Management LLC 0.12% Add +96.6% 190,490 $20.8M
Thomasville National Bank 1.52% Add +3.2% 190,251 $20.7M
CANADA LIFE ASSURANCE Co 0.04% Add +3.6% 183,630 $20.0M
Balyasny Asset Management L.P. 0.05% Reduce -62.1% 182,651 $19.9M
Osaic Holdings, Inc. 0.04% Reduce -4.1% 179,373 $19.6M
South Street Advisors LLC 3.13% Add +0.9% 175,451 $19.1M
TD Asset Management Inc 0.02% Reduce -6.3% 175,124 $19.1M
Hennessy Advisors Inc. 0.62% Reduce -4.1% 172,040 $18.7M
Prudential Financial Inc. 0.03% Reduce -0.6% 170,057 $18.5M
Asset Management One Co., Ltd. 0.06% Add +1.2% 169,791 $18.5M
Chevy Chase Trust Holdings, LLC 0.06% Add +0.4% 168,308 $18.3M
Van Eck Associates Corp. 0.02% Add +6.6% 166,572 $18.2M
Truist Financial Corp. 0.03% Add +10.7% 164,696 $17.9M
AE Wealth Management LLC 0.15% Add +17.0% 163,998 $17.9M
Adams Diversified Equity Fund, Inc. 0.70% No change 161,600 $17.6M
Hudson Bay Capital Management LP 0.13% Add +6.3% 159,905 $17.4M
APG Asset Management N.V. 0.05% Add +0.3% 171,400 $17.3M
Mariner, LLC 0.03% Add +7.3% 158,261 $17.2M
Cetera Investment Advisers 0.03% Add +5.2% 155,135 $16.9M
Assenagon Asset Management S.A. 0.03% Reduce -70.0% 153,847 $16.8M
Creative Planning 0.02% Add +133.4% 153,194 $16.7M
National Bank of Canada 0.02% Reduce -23.4% 150,417 $16.4M
State of Tennessee, Department of Treasury 0.06% Add +111.9% 150,033 $16.4M
Allianz Asset Management GmbH 0.02% Add +3240.8% 148,531 $16.2M
Allspring Global Investments Holdings, LLC 0.03% Add +2.1% 145,813 $15.9M
Treasurer of the State of North Carolina 0.06% Add +4.1% 144,744 $15.8M
CIBC Asset Management Inc 0.05% Add +59.1% 137,637 $15.0M
Aberdeen Group plc 0.03% Add +2.4% 135,939 $14.7M
Townsquare Capital LLC 0.15% Add +3.6% 133,511 $14.6M
NFJ Investment Group, LLC 0.49% Reduce -6.5% 132,617 $14.5M
Nomura Asset Management Co. Ltd. 0.04% Add +7.3% 132,054 $14.4M
New York State Common Retirement Fund 0.02% Reduce -4.0% 131,017 $14.3M
Resona Asset Management Co.,Ltd. 0.08% Add +5.1% 129,644 $14.1M
OMERS ADMINISTRATION Corp 0.12% Reduce -1.5% 126,209 $13.8M
Boston Trust Walden Corp 0.10% Add +7.8% 125,266 $13.7M
Nicolet Advisory Services, LLC 1.35% Add +4.0% 128,526 $13.6M
Leeward Investments, LLC - MA 0.72% Reduce -13.1% 124,376 $13.6M
Brookstone Capital Management 0.19% Reduce -0.7% 122,609 $13.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -2.5% 120,194 $13.1M
Jane Street Group, LLC 0.02% Add +1339.8% 117,457 $12.8M
DekaBank Deutsche Girozentrale 0.02% Reduce -3.6% 118,479 $12.6M
Rockland Trust Co. 0.63% Reduce -1.2% 115,374 $12.6M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -61.1% 114,908 $12.5M
Man Group plc 0.04% New 114,359 $12.5M
Verity & Verity, LLC 1.09% Add +4.3% 113,896 $12.4M
Toronto Dominion Bank 0.03% Add +0.2% 113,294 $12.3M
&partners 0.13% Reduce -2.9% 114,344 $12.3M
Waratah Capital Advisors Ltd. 0.83% New 112,011 $12.2M
Teachers Retirement System of the State of Kentucky 0.11% Add +0.9% 110,803 $12.1M
Annex Advisory Services, LLC 0.34% Reduce -0.2% 110,377 $12.0M
Los Angeles Capital Management LLC 0.05% Add +2964.9% 108,651 $11.8M
Assetmark, Inc. 0.03% Add +11.0% 105,988 $11.6M
Forsta Ap-Fonden 0.09% Add +1.6% 104,000 $11.3M
HFR Wealth Management, LLC 2.67% Add +0.3% 100,637 $11.0M
B. Metzler seel. Sohn & Co. AG 0.11% Reduce -22.7% 99,447 $10.8M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -0.5% 99,333 $10.8M
Stratos Wealth Partners, LTD. 0.17% Add +5.4% 98,796 $10.8M
Public Employees Retirement System of Ohio 0.04% Reduce -10.4% 97,403 $10.6M
State of New Jersey Common Pension Fund D 0.05% Reduce -4.2% 96,771 $10.5M
O'shaughnessy Asset Management, LLC 0.08% Add +6.0% 96,538 $10.5M
Comerica Bank 0.04% Add +0.3% 96,411 $10.5M
Cincinnati Specialty Underwriters Insurance CO 3.11% No change 95,000 $10.4M
Voya Investment Management LLC 0.01% Add +0.8% 94,940 $10.3M
AustralianSuper Pty Ltd 0.06% New 94,814 $10.3M
Dean Investment Associates, LLC 1.52% Reduce -8.9% 94,495 $10.3M
Sanctuary Advisors, LLC 0.07% Reduce -3.3% 92,004 $10.0M
Baillie Gifford & Co. 0.01% Add +53.9% 91,849 $10.0M
Arizona State Retirement System 0.06% Reduce -0.3% 91,485 $10.0M
D. E. Shaw & Co. 0.01% Add +269.7% 91,177 $9.9M
Franklin, Parlapiano, Turner & Welch, LLC 2.66% Reduce -3.1% 90,624 $9.9M
Guggenheim Capital LLC 0.09% Reduce -1.9% 90,606 $9.9M
Investment Management Corp of Ontario 0.20% Add +52.4% 89,751 $9.8M
Sagefield Capital LP 1.17% Add +4.5% 88,801 $9.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% No change 87,642 $9.6M
Gotham Asset Management 0.08% Add +4.9% 87,296 $9.5M
Thomas Story & Son LLC 3.69% Add +3.9% 86,935 $9.5M
State of Michigan Retirement System 0.05% Add +0.3% 86,184 $9.4M
Corebridge Financial, Inc. 0.05% Reduce -3.3% 86,057 $9.4M
Public Sector Pension Investment Board 0.04% Add +3.5% 84,928 $9.3M
Mattern Capital Management, LLC 1.17% Reduce -5.0% 83,978 $9.2M
Bartlett & Co. Wealth Management LLC 0.13% Add +0.1% 82,966 $9.0M
Fifth Third Bancorp 0.03% Reduce -1.9% 82,722 $9.0M
MetLife Investment Management, LLC 0.05% Reduce -1.5% 82,483 $9.0M
Morgan Dempsey Capital Management LLC 3.71% Reduce -9.9% 81,581 $8.9M
Wealthfront Advisers LLC 0.02% Add +17.7% 81,393 $8.9M
Janney Montgomery Scott LLC 0.03% Add +14.2% 81,027 $8.8M
Parsons Capital Management Inc. 0.48% Reduce -2.7% 80,548 $8.8M
Brandywine Global Investment Management, LLC 0.06% Reduce -4.4% 80,113 $8.7M
Guardian Capital LP 0.34% Add +0.2% 78,648 $8.6M
Commerce Bank 0.05% Reduce -2.1% 77,438 $8.4M
FIL Ltd 0.01% Reduce -18.4% 76,765 $8.4M
Vestcor Inc 0.27% Add +1.2% 74,804 $8.2M
Heartland Advisors Inc. 0.46% Reduce -37.1% 74,174 $8.1M
Czech National Bank 0.07% Add +6.4% 72,966 $8.0M
Swiss Life Asset Management Ltd 0.06% Add +224.4% 72,739 $7.9M
Susquehanna Fundamental Investments, LLC 0.13% Reduce -71.0% 70,957 $7.7M
Thompson Investment Management, Inc. 1.16% Add +1.4% 70,510 $7.7M
Quantinno Capital Management LP 0.05% Add +51.3% 68,305 $7.4M
HRT Financial LP 0.05% Add +163.4% 68,047 $7.4M
SG Americas Securities, LLC 0.03% Add +2.3% 67,445 $7.3M
IFM Investors Pty Ltd 0.08% Reduce -22.7% 66,890 $7.3M
Atria Investments, Inc 0.09% Add +5.0% 66,861 $7.3M
Amalgamated Bank 0.06% Add +0.8% 62,703 $6.8M
Albion Financial Group 0.48% Add +9.8% 61,951 $6.8M
Janus Henderson Group PLC 0.00% Reduce -95.7% 62,661 $6.7M
1834 Investment Advisors Co. 0.85% Reduce -17.6% 60,678 $6.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Reduce -0.1% 60,506 $6.6M
Mizuho Markets Americas LLC 0.14% New 60,000 $6.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -6.0% 59,051 $6.4M
Oppenheimer Asset Management Inc. 0.08% Add +196.9% 57,991 $6.3M
Qube Research & Technologies Ltd 0.01% Reduce -73.0% 57,766 $6.3M
BI Asset Management Fondsmaeglerselskab A/S 0.07% Add +310.7% 57,726 $6.3M
Hunter Perkins Capital Management, LLC 1.41% Reduce -34.4% 55,527 $6.1M
Avantax Advisory Services, Inc. 0.04% Reduce -0.3% 54,577 $5.9M
Aquatic Capital Management LLC 0.15% Reduce -8.6% 54,348 $5.9M
NewEdge Advisors, LLC 0.03% Add +2.6% 53,634 $5.8M
Mackenzie Financial Corp. 0.01% Add +35.6% 52,762 $5.8M
Utah Retirement Systems 0.07% No change 52,284 $5.7M
CIBC Private Wealth Group LLC 0.01% Reduce -95.1% 54,489 $5.6M
Orion Porfolio Solutions, LLC 0.05% Add +1.2% 51,259 $5.6M
Orion Portfolio Solutions, LLC 0.05% Add +1.2% 51,259 $5.6M
ProShare Advisors LLC 0.01% Add +4.3% 50,015 $5.5M
American Assets Investment Management, LLC 0.48% No change 50,000 $5.4M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -30.2% 49,792 $5.4M
Yousif Capital Management, LLC 0.06% Reduce -0.5% 49,522 $5.4M
Credit Agricole S A 0.02% Reduce -42.0% 49,432 $5.4M
Advisory Services Network, LLC 0.10% Reduce -2.6% 48,161 $5.2M
Park Avenue Securities LLC 0.06% Add +2.4% 48,147 $5.2M
Mesirow Financial Investment Management, Inc. 0.10% Add +86.8% 48,014 $5.2M
Motco 0.55% Reduce -11.8% 47,773 $5.2M
Kingsview Wealth Management, LLC 0.10% Reduce -0.6% 47,506 $5.2M
Bank of Nova Scotia 0.01% Reduce -16.5% 46,974 $5.1M
Police & Firemen's Retirement System of New Jersey 0.05% Add +1.0% 46,296 $5.0M
Teacher Retirement System of Texas 0.02% Add +1462.9% 46,247 $5.0M
Daiwa Securities Group Inc. 0.02% Add +8.3% 45,050 $4.9M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Add +23.2% 44,581 $4.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +1.3% 44,426 $4.8M
S&co Inc. 0.32% Reduce -0.2% 44,137 $4.8M
Woodley Farra Manion Portfolio Management Inc. 0.24% Add +1.3% 44,128 $4.8M
Blair William & Co. 0.01% Reduce -2.8% 43,050 $4.7M
Bantamac Capital, LLC 2.25% Reduce -0.1% 43,000 $4.7M
Xponance LLC 0.05% Add +1.3% 42,882 $4.7M
Alley Investment Management Company, LLC 0.59% Add +0.9% 42,849 $4.7M
New York Life Investment Management LLC 0.05% Add +0.2% 42,415 $4.6M
Bright Rock Capital Management, LLC 0.96% No change 42,000 $4.6M
Cerity Partners LLC 0.01% Reduce -23.1% 41,280 $4.5M
Ashton Thomas Private Wealth, LLC 0.17% Add +2.7% 41,253 $4.5M
W1M Asset Management Ltd 0.38% Reduce -82.6% 40,691 $4.4M
Morton Community Bank 1.15% Add +0.4% 40,265 $4.4M
Harbour Investments, Inc. 0.13% Add +17.6% 40,180 $4.4M
N.E.W. Advisory Services LLC 0.34% Add +5.6% 40,161 $4.4M
Alta Capital Management LLC/ 0.28% Add +4.9% 39,846 $4.3M
Nicholas Company, Inc. 0.07% No change 39,760 $4.3M
Nissay Asset Management Corp. /Japan 0.03% Add +1.3% 39,760 $4.3M
Glenmede Trust Co. NA 0.02% Add +0.6% 39,458 $4.3M
Cibc World Market Inc. 0.01% Add +3.0% 39,228 $4.3M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -75.7% 38,651 $4.2M
Cibc World Markets Corp. 0.03% Reduce -23.3% 38,258 $4.2M
Mediolanum International Funds Ltd 0.06% Reduce -18.5% 38,561 $4.1M
KLCM Advisors, Inc. 0.48% Add +0.3% 37,986 $4.1M
State of Alaska, Department of Revenue 0.05% Add +3.2% 37,230 $4.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.10% Add +4.5% 37,069 $4.0M
Alliance Wealth Advisors, LLC 1.05% Add +0.1% 36,971 $4.0M
Mutual of America Capital Management LLC 0.05% Reduce -2.5% 36,936 $4.0M
Schroder Investment Management Group 0.00% Add +9.2% 37,368 $4.0M
Susquehanna International Group, LLP 0.01% Reduce -72.6% 36,769 $4.0M
United Capital Management of KS, Inc. 0.82% Add +4.1% 36,636 $4.0M
Cape Cod Five Cents Savings Bank 0.36% No change 41,221 $4.0M
Richard C. Young & CO., LTD. 0.43% Reduce -4.0% 36,310 $4.0M
Somerset Trust Co 1.39% Add +5.1% 35,891 $3.9M
DAVENPORT & Co LLC 0.02% Add +55.0% 35,710 $3.9M
Allworth Financial LP 0.02% Reduce -1.2% 35,488 $3.9M
Zions Bancorporation, National Association 0.24% — 35,277 $3.8M
Steward Partners Investment Advisory, LLC 0.03% Add +2.6% 34,746 $3.8M
Johnson Financial Group, Inc. 0.18% Reduce -7.0% 34,601 $3.8M
Kestra Private Wealth Services, LLC 0.06% Add +2.2% 34,458 $3.8M
Dark Forest Capital Management LP 0.17% New 34,119 $3.7M
Brentview Investment Management LLC 1.97% Add +5.4% 34,028 $3.7M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.61% Add +29.2% 33,312 $3.6M
Hennion & Walsh Asset Management, Inc. 0.16% Add +8.8% 33,277 $3.6M
Regions Financial Corp. 0.03% Reduce -4.1% 33,225 $3.6M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +18.5% 33,305 $3.6M
First American Bank 0.26% Add +15.2% 32,729 $3.6M
Vanguard Personalized Indexing Management, LLC 0.05% Add +6.2% 32,380 $3.5M
Millennium Management 0.00% Reduce -80.1% 32,332 $3.5M
Prosperity Consulting Group, LLC 0.27% Reduce -4.3% 31,721 $3.5M
TD Private Client Wealth LLC 0.09% Add +4.3% 31,544 $3.4M
Leavell Investment Management, Inc. 0.17% Add +3.5% 31,031 $3.4M
Farmers & Merchants Investments Inc. 0.11% Reduce -1.6% 31,018 $3.4M
Cincinnati Casualty Co. 1.94% No change 31,000 $3.4M
Level Four Advisory Services, LLC 0.14% Add +4.1% 30,591 $3.3M
Castellan Group 0.93% Reduce -20.6% 30,527 $3.3M
Rockefeller Capital Management L.P. 0.01% Reduce -2.6% 30,520 $3.3M
Journey Advisory Group, LLC 0.27% Add +2.8% 30,425 $3.3M
XTX Topco Ltd 0.17% Add +16.9% 30,286 $3.3M
Captrust Financial Advisors 0.01% Add +12.1% 30,145 $3.3M
Public Employees Retirement Association of Colorado 0.01% No change 30,059 $3.3M
SPX Gestao de Recursos Ltda 0.42% New 30,000 $3.3M
Belpointe Asset Management LLC 0.17% Reduce -19.3% 29,885 $3.3M
UniSuper Management Pty Ltd 0.02% Reduce -3.9% 29,834 $3.3M
Premier Fund Managers Ltd 0.12% Add +30.4% 30,000 $3.2M
Pacer Advisors, Inc. 0.01% Reduce -33.4% 29,402 $3.2M
Dorsey & Whitney Trust CO LLC 0.18% Add +188.5% 29,052 $3.2M
Rakuten Investment Management, Inc. 0.01% — 29,000 $3.1M
Rafferty Asset Management, LLC 0.01% Reduce -19.5% 28,586 $3.1M
Smith Group Asset Management, LLC 0.23% No change 28,000 $3.1M
Pathstone Holdings, LLC 0.01% Add +5.0% 27,954 $3.0M
Lantz Financial LLC 0.83% Reduce -3.9% 27,692 $3.0M
Keebeck Wealth Management 0.45% New 27,636 $3.0M
Oregon Public Employees Retirement Fund 0.06% Add +0.4% 27,253 $3.0M
Mercer Global Advisors Inc. 0.01% Add +1.9% 27,182 $3.0M
Bokf, NA 0.05% Reduce -2.7% 27,099 $3.0M
Rothschild Investment LLC 0.20% Reduce -0.5% 26,931 $2.9M
Woodline Partners LP 0.02% Add +41.3% 26,839 $2.9M
Metis Global Partners, LLC 0.08% Add +12.5% 26,687 $2.9M
Kestra Advisory Services, LLC 0.01% Reduce -4.7% 26,663 $2.9M
Private Advisor Group, LLC 0.02% Add +1.2% 26,546 $2.9M
Mitchell & Pahl Private Wealth, LLC 1.34% Reduce -0.6% 26,447 $2.9M
HighPoint Advisor Group LLC 0.17% Add +0.4% 26,343 $2.9M
KBC Group NV 0.01% Add +4.7% 26,331 $2.9M
RFG Advisory, LLC 0.08% Reduce -9.7% 25,981 $2.8M
Brown Advisory Inc. 0.00% Reduce -8.2% 25,912 $2.8M
Element Capital Management LLC 0.70% New 25,778 $2.8M
Mizuho Securities USA LLC 0.06% Reduce -15.2% 25,437 $2.8M
Shakespeare Wealth Management, LLC 0.74% Reduce -0.7% 25,384 $2.8M
apricus wealth, LLC 1.63% Add +9.3% 25,150 $2.7M
Advisors Asset Management, Inc. 0.05% Reduce -39.6% 25,143 $2.7M
Tower Research Capital LLC (TRC) 0.08% Add +28.5% 25,278 $2.7M
Vident Advisory, LLC 0.04% Add +18.4% 24,789 $2.7M
Meritage Portfolio Management 0.18% Reduce -2.7% 24,772 $2.7M
Eventide Asset Management, LLC 0.05% Add +79.2% 24,941 $2.7M
J.W. Cole Advisors, Inc. 0.08% New 24,557 $2.7M
Motley Fool Wealth Management, LLC 0.16% Reduce -9.8% 24,536 $2.7M
OV Management LLC 1.25% Add +27.2% 24,444 $2.7M
Penobscot Investment Management Company, Inc. 0.25% Reduce -8.4% 24,374 $2.7M
Keybank National Association 0.01% Reduce -6.2% 24,244 $2.6M
Meyer Handelman Co. 0.09% No change 23,928 $2.6M
Point72 Europe (London) LLP 0.18% New 23,400 $2.6M
Broadwater Capital Management LLC 1.98% No change 23,200 $2.5M
Rodgers Brothers Inc. 0.33% Reduce -3.4% 22,894 $2.5M
Panagora Asset Management Inc. 0.01% Reduce -67.1% 22,658 $2.5M
Concurrent Investment Advisors, LLC 0.06% Add +6.5% 22,651 $2.5M
Intech Investment Management LLC 0.03% Add +7.8% 22,549 $2.5M
Lido Advisors, LLC 0.01% Add +24.0% 22,506 $2.5M
Semmax Financial Advisors Inc. 0.66% Reduce -6.6% 22,781 $2.5M
Associated Banc-Corp 0.07% Add +11.2% 22,429 $2.4M
Independent Advisor Alliance 0.08% Add +2.8% 22,326 $2.4M
Sit Investment Associates Inc. 0.06% Reduce -8.1% 22,230 $2.4M
Drucker Wealth 3.0, LLC 0.53% Add +3.0% 22,215 $2.4M
Ontario Teachers Pension Plan Board 0.04% Reduce -36.3% 22,046 $2.4M
Focus Partners Wealth 0.01% Reduce -31.4% 21,928 $2.4M
Savant Capital, LLC 0.02% Reduce -4.1% 21,858 $2.4M
Susquehanna Portfolio Strategies, LLC 1.02% New 21,824 $2.4M
Flputnam Investment Management Co. 0.04% Add +0.4% 21,716 $2.4M
Robeco Institutional Asset Management B.V. 0.00% No change 21,615 $2.4M
Kentucky Retirement Systems 0.07% Reduce -0.6% 21,593 $2.4M
Sone Capital Management, LLC 0.23% New 20,923 $2.3M
World Investment Advisors 0.06% Reduce -10.1% 20,768 $2.3M
Colonial Trust Co / SC 0.35% Reduce -0.1% 20,762 $2.3M
Parr McKnight Wealth Management Group, LLC 0.32% Reduce -20.2% 20,646 $2.2M
Principal Securities, Inc. 0.05% No change 23,622 $2.2M
NEOS Investment Management LLC 0.04% Add +23.1% 20,051 $2.2M
Red Cedar Investment Management, LLC 0.30% Add +5.5% 20,045 $2.2M
KCM Investment Advisors LLC 0.08% Reduce -1.6% 19,999 $2.2M
Tortoise Capital Advisors, L.L.C. 0.03% New 19,901 $2.2M
Stonebridge Financial Group, LLC 0.23% Add +3.3% 19,840 $2.2M
Cubist Systematic Strategies, LLC 0.03% New 19,792 $2.2M
F/m Investments LLC 0.09% Add +471.8% 19,790 $2.2M
Allstate Corp. 0.06% Add +105.1% 19,722 $2.1M
Cwm, LLC 0.01% Add +0.6% 19,554 $2.1M
Merit Financial Group, LLC 0.03% Add +22.2% 19,540 $2.1M
Elo Mutual Pension Insurance Co 0.05% Reduce -40.2% 19,402 $2.1M
Jefferies Financial Group Inc. 0.04% New 19,391 $2.1M
Nicolet Bankshares Inc. 0.42% Add +2.0% 19,386 $2.1M
Hartford Investment Management Co. 0.07% Reduce -1.0% 19,370 $2.1M
Ameritas Investment Partners, Inc. 0.07% Reduce -5.0% 19,266 $2.1M
Clearstead Trust, LLC 0.46% Add +2.2% 18,993 $2.1M
BKM Wealth Management, LLC 0.85% Reduce -1.6% 18,875 $2.1M
Ellenbecker Investment Group 0.37% Add +0.4% 18,787 $2.0M
Ameritas Advisory Services, LLC 0.08% Reduce -18.1% 21,720 $2.0M
Thrivent Financial for Lutherans 0.00% Reduce -20.2% 19,284 $2.0M
Apollon Financial, LLC 0.48% Reduce -1.0% 18,569 $2.0M
Gulf International Bank (UK) Ltd 0.07% Reduce -25.9% 18,310 $2.0M
M&T Bank Corp 0.01% Reduce -18.9% 18,240 $2.0M
Pathway Financial Advisers, LLC 0.68% Add +3.1% 18,229 $2.0M
Sterling Capital Management LLC 0.03% Reduce -6.4% 18,168 $2.0M
Illinois Municipal Retirement Fund 0.03% Add +93.6% 18,125 $2.0M
Norinchukin Bank, The 0.04% Add +16.5% 17,733 $1.9M
Ascent Group, LLC 0.08% Add +11.9% 17,698 $1.9M
Caldwell Trust Co 0.21% Reduce -1.2% 17,685 $1.9M
GTS Securities LLC 0.08% Add +247.4% 17,566 $1.9M
Gries Financial LLC 0.37% Reduce -10.8% 17,472 $1.9M
Spirit of America Management Corp. 0.39% Add +1.4% 17,450 $1.9M
Daiichi Life Insurance Co., Ltd. 0.06% Reduce -20.5% 17,434 $1.9M
Nomura Holdings Inc. 0.01% Add +66.7% 17,384 $1.9M
USS Investment Management Ltd 0.01% Reduce -66.0% 17,378 $1.9M
Nicholson Wealth Management Group, LLC 1.24% Add +0.7% 17,344 $1.9M
Sabal Trust CO 0.10% No change 17,320 $1.9M
Louisiana State Employees Retirement System 0.04% Add +0.6% 17,100 $1.9M
Schonfeld Strategic Advisors LLC 0.01% Reduce -62.0% 17,099 $1.9M
Crossmark Global Holdings, Inc. 0.03% Add +0.2% 17,079 $1.9M
Dana Investment Advisors, Inc. 0.07% Reduce -1.0% 17,056 $1.9M
Beverly Hills Private Wealth, LLC 0.37% Reduce -1.6% 17,043 $1.9M
Cresset Asset Management, LLC 0.01% Reduce -4.2% 17,029 $1.9M
GAMMA Investing LLC 0.14% Add +18.2% 16,829 $1.8M
Securian Asset Management, Inc. 0.06% Reduce -1.4% 16,765 $1.8M
LVW Advisors, LLC 0.22% Reduce -1.0% 16,744 $1.8M
Royal London Asset Management Ltd. 0.00% New 16,716 $1.8M
Empowered Funds, LLC 0.03% Add +16.9% 16,698 $1.8M
Ethic Inc. 0.04% Add +7.3% 16,579 $1.8M
Matrix Trust Co 0.30% No change 16,352 $1.8M
Hilltop Holdings Inc. 0.11% Add +7.8% 15,931 $1.7M
Fox Hill Wealth Management 1.02% Reduce -1.0% 15,928 $1.7M
Wedbush Securities Inc. 0.06% Reduce -2.9% 15,829 $1.7M
D.A. Davidson & Co. 0.01% Add +11.9% 15,709 $1.7M
Mogy Joel R Investment Counsel Inc. 0.11% No change 15,708 $1.7M
Integrated Wealth Concepts LLC 0.02% Reduce -8.1% 15,644 $1.7M
Mgo One Seven LLC 0.07% Add +0.5% 15,639 $1.7M
Two Sigma Investments, LP 0.00% Reduce -96.0% 15,400 $1.7M
UNIVEST FINANCIAL Corp 0.11% Reduce -23.4% 15,382 $1.7M
Blue Trust, Inc. 0.02% Add +15.9% 15,315 $1.7M
Twin Capital Management Inc. 0.19% Reduce -2.0% 15,138 $1.6M
Great Valley Advisor Group, Inc. 0.04% Reduce -68.2% 15,124 $1.6M
Meiji Yasuda Asset Management Co Ltd. 0.07% Add +1.2% 14,825 $1.6M
Maryland State Retirement & Pension System 0.04% Reduce -12.5% 14,784 $1.6M
New Mexico Educational Retirement Board 0.06% Reduce -2.0% 14,753 $1.6M
Nordea Investment Management AB 0.00% Add +0.6% 14,701 $1.6M
Siemens Fonds Invest GmbH 0.11% New 14,570 $1.6M
Miller Howard Investments Inc. 0.05% Add +8.8% 14,516 $1.6M
Agf Management Ltd. 0.01% Reduce -0.0% 14,461 $1.6M
Wealth Alliance, LLC 0.19% Add +2.3% 14,407 $1.6M
Nations Financial Group Inc, /Ia/ 0.12% Reduce -17.6% 14,244 $1.6M
Jones Financial Companies LLLP 0.00% Add +32.6% 14,413 $1.6M
Morningstar Investment Services LLC 0.28% Reduce -56.1% 14,011 $1.5M
Price Capital Management, Inc. 3.80% New 13,840 $1.5M
Marietta Investment Partners LLC 0.36% Add +0.3% 13,836 $1.5M
Jump Financial, LLC 0.02% Add +10.9% 13,816 $1.5M
Resolution Capital Ltd 0.03% New 13,647 $1.5M
Vestmark Advisory Solutions, Inc. 0.04% Add +107.9% 13,646 $1.5M
Tiaa Trust, National Association 0.00% Add +21.4% 13,578 $1.5M
Beacon Pointe Advisors, LLC 0.02% Add +1.0% 13,565 $1.5M
South Dakota Investment Council 0.03% No change 13,566 $1.5M
Burling Wealth Partners, LLC 0.31% Reduce -19.6% 13,561 $1.5M
iA Global Asset Management Inc. 0.03% Add +13.9% 13,550 $1.5M
ICW Investment Advisors LLC 0.60% Add +0.1% 13,493 $1.5M
IFP Advisors, Inc 0.05% Add +3.3% 13,408 $1.5M
Tounjian Advisory Partners, LLC 0.27% — 13,300 $1.4M
QRG Capital Management, Inc. 0.01% Reduce -5.1% 13,254 $1.4M
Schmidt P J Investment Management Inc. 0.26% Reduce -0.4% 13,182 $1.4M
Stock Yards Bank & Trust Co. 0.05% Add +1.9% 13,029 $1.4M
Heritage Family Offices, LLP 0.72% New 12,957 $1.4M
Landaas & Co. /Wi 0.39% Add +0.0% 12,806 $1.4M
Conning Inc. 0.05% Add +1.0% 12,637 $1.4M
Qtron Investments LLC 0.20% Add +20.0% 12,555 $1.4M
Profund Advisors LLC 0.06% Reduce -26.8% 12,512 $1.4M
Marks Group Wealth Management, Inc 0.13% Reduce -0.1% 12,467 $1.4M
Foundations Investment Advisors, LLC 0.03% Add +2.1% 12,450 $1.4M
Wilmington Savings Fund Society, FSB 0.03% Reduce -0.9% 12,375 $1.3M
Cornerstone Advisors, LLC 0.06% Reduce -34.9% 12,300 $1.3M
Hantz Financial Services, Inc. 0.02% Reduce -0.1% 12,234 $1.3M
Sigma Planning Corp 0.04% Add +4.3% 12,052 $1.3M
Aviso Financial Inc. 0.06% Add +8.6% 12,041 $1.3M
NorthRock Partners, LLC 0.04% Add +8.0% 12,030 $1.3M
Geneos Wealth Management Inc. 0.04% Reduce -0.5% 11,996 $1.3M
Cornell Pochily Investment Advisors, Inc. 0.46% Reduce -3.4% 11,982 $1.3M
Legacy Private Trust Co. 0.09% No change 11,963 $1.3M
Stablepoint Partners, LLC 0.23% Add +75.7% 11,884 $1.3M
Welch & Forbes LLC 0.02% Add +0.3% 11,748 $1.3M
Prairie Sky Financial Group LLC 0.76% No change 11,736 $1.3M
Enhancing Capital LLC 1.02% No change 11,706 $1.3M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% — 11,700 $1.3M
Harbour Investment Management LLC 0.58% No change 11,670 $1.3M
Hummer Financial Advisory Services Inc 1.03% Add +4.7% 11,622 $1.3M
Blackhawk Capital Partners, LLC 0.65% Reduce -34.1% 11,595 $1.3M
Fulton Bank, N.A. 0.05% Reduce -0.2% 11,516 $1.3M
Twin City Private Wealth, LLC 1.10% Reduce -1.9% 11,485 $1.3M
PFW Advisors LLC 0.39% Add +0.0% 11,409 $1.2M
HM Payson & Co. 0.02% Add +9.5% 11,398 $1.2M
Portside Wealth Group, LLC 0.20% Add +4.8% 11,305 $1.2M
Squarepoint Ops LLC 0.00% Reduce -90.1% 11,247 $1.2M
Aigen Investment Management, LP 0.20% New 11,227 $1.2M
McGlone Suttner Wealth Management, Inc. 0.20% Add +0.3% 11,219 $1.2M
Fiduciary Trust Co 0.02% Add +11.7% 11,117 $1.2M
Empirical Finance, LLC 0.07% Add +2.8% 11,043 $1.2M
Bleakley Financial Group, LLC 0.04% Add +2.2% 11,039 $1.2M
Pollock Investment Advisors, LLC 0.97% No change 10,999 $1.2M
Icon Wealth Advisors, LLC 0.10% Add +1.3% 10,964 $1.2M
Trueblood Wealth Management, LLC 0.55% Reduce -0.4% 10,871 $1.2M
Venture Visionary Partners LLC 0.05% Reduce -0.9% 10,845 $1.2M
Rowlandmiller & Partners.adv 0.24% Reduce -3.6% 10,591 $1.2M
Tidal Investments LLC 0.01% Add +107.0% 10,431 $1.1M
Westpac Banking Corp. 0.08% Reduce -25.3% 10,342 $1.1M
Wealthspire Advisors, LLC 0.01% Add +7.8% 10,268 $1.1M
Johnson Investment Counsel Inc. 0.01% Add +3.7% 10,157 $1.1M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.6% 10,103 $1.1M
Nebula Research & Development LLC 0.10% Add +4.6% 10,102 $1.1M
Opus Investment Management Inc. 0.78% Reduce -80.0% 10,000 $1.1M
Citizens Financial Group Inc. 0.02% Add +19.1% 9,984 $1.1M
Ostrum Asset Management 0.06% Add +1285.7% 9,977 $1.1M
Security National Bank 0.20% Reduce -0.8% 9,931 $1.1M
Summit Financial, LLC 0.03% Add +0.1% 9,921 $1.1M
Norden Group LLC 0.12% Add +23.9% 9,909 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.04% Add +20.5% 9,818 $1.1M
Snowden Capital Advisors LLC 0.03% Add +21.2% 9,786 $1.1M
Wealth Architects, LLC 0.12% Add +105.0% 9,736 $1.1M
Oppenheimer & Co. Inc. 0.02% Reduce -58.2% 9,721 $1.1M
IHT Wealth Management, LLC 0.03% Add +0.9% 9,687 $1.1M
Skandinaviska Enskilda Banken AB (publ) 0.01% Reduce -64.3% 9,629 $1.0M
Apollon Wealth Management, LLC 0.02% Add +6.2% 9,624 $1.0M
American State Bank (Iowa) 0.63% No change 9,584 $1.0M
Brevan Howard Capital Management LP 0.03% Reduce -14.7% 9,453 $1.0M
Valmark Advisers, Inc. 0.02% Add +2.3% 9,426 $1.0M
Fiduciary Alliance LLC 0.10% New 9,422 $1.0M
Atria Wealth Solutions, Inc. 0.01% Reduce -53.9% 9,412 $1.0M
Intact Investment Management Inc. 0.04% Reduce -13.8% 9,400 $1.0M
Hendershot Investments Inc. 0.14% Add +1.6% 9,369 $1.0M
Trexquant Investment LP 0.01% New 9,318 $1.0M
Birch Financial Group, LLC 0.90% Add +0.8% 9,317 $1.0M
Bank & Trust Co 0.82% Reduce -0.8% 9,274 $1.0M
Legato Capital Management LLC 0.14% New 9,268 $1.0M
Romano Brothers and Company 0.13% Reduce -3.8% 9,266 $1.0M
Kentucky Retirement Systems Insurance Trust Fund 0.07% New 9,197 $1.0M
Shell Asset Management Co. 0.05% No change 9,182 $1.0M
HB Wealth Management, LLC 0.01% Add +19.4% 8,968 $977K
Private Harbour Investment Management & Counsel, LLC 1.08% Reduce -5.0% 8,913 $971K
Arkadios Wealth Advisors 0.04% New 8,891 $969K
McDonald Partners LLC 0.25% Add +1.6% 8,797 $964K
Walleye Capital LLC 0.01% Add +146.8% 8,820 $961K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -71.3% 8,783 $957K
CI Investments Inc. 0.00% Add +316.4% 8,783 $957K
OneDigital Investment Advisors LLC 0.01% Add +1.6% 8,724 $951K
Fullcircle Wealth LLC 0.39% Reduce -1.2% 8,757 $950K
Chelsea Counsel Co. 0.51% No change 8,672 $945K
WNY Asset Management, LLC 0.11% Add +0.1% 8,631 $941K
Wesbanco Bank Inc. 0.03% Reduce -0.3% 8,557 $933K
Exchange Traded Concepts, LLC 0.02% Reduce -5.2% 8,506 $927K
Penserra Capital Management LLC 0.02% Add +922.8% 8,479 $923K
PGGM Investments 0.01% New 8,421 $918K
Intrua Financial, LLC 0.14% Reduce -0.4% 8,417 $917K
Montag A & Associates Inc. 0.05% No change 8,414 $917K
Vantage Financial Partners, LLC 0.23% Add +0.6% 8,393 $915K
Brown Capital Management LLC 0.03% Reduce -15.6% 8,382 $913K
Axxcess Wealth Management, LLC 0.02% Add +34.0% 8,356 $911K
Choreo, LLC 0.01% Reduce -3.5% 8,354 $910K
Greenleaf Trust 0.01% Add +0.8% 8,209 $895K
Searle & Co. 0.26% No change 8,200 $894K
Obermeyer Wealth Partners 0.05% Add +1.0% 8,186 $892K
Sound View Wealth Advisors Group, LLC 0.07% Add +3.8% 8,184 $892K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -0.7% 8,157 $889K
FineMark National Bank & Trust 0.03% Add +0.5% 8,117 $885K
PFG Investments, LLC 0.06% Reduce -0.2% 8,063 $879K
Carnegie Investment Counsel 0.02% Add +2.9% 8,403 $867K
Aristotle Atlantic Partners, LLC 0.03% No change 7,941 $865K
Farther Finance Advisors, LLC 0.02% Add +18.9% 7,925 $863K
Occudo Quantitative Strategies LP 0.11% New 8,000 $860K
North Star Investment Management Corp. 0.06% Reduce -0.4% 7,856 $856K
Triangle Securities Wealth Management 0.22% Add +6.2% 7,822 $852K
AlphaCore Capital LLC 0.07% Add +95.2% 7,808 $851K
Voya Financial Advisors, Inc. 0.09% Add +9.1% 7,898 $849K
MSH Capital Advisors LLC 0.26% Add +11.4% 7,786 $849K
Meeder Advisory Services, Inc. 0.05% Add +10.5% 7,784 $848K
Venturi Wealth Management, LLC 0.04% Add +0.3% 7,696 $839K
Sierra Summit Advisors LLC 0.18% Add +3.6% 7,672 $836K
NewEdge Wealth, LLC 0.01% Reduce -4.2% 7,602 $828K
Beaton Management Co. Inc. 0.43% No change 7,584 $827K
Winch Advisory Services, LLC 0.22% Reduce -0.1% 7,558 $824K
Clifford Swan Investment Counsel LLC 0.03% No change 7,554 $823K
Patriot Financial Group Insurance Agency, LLC 0.11% Add +3.3% 7,528 $820K
United Services Automobile Association 0.02% New 7,528 $810K
Marcum Wealth, LLC 0.07% Add +1.3% 7,416 $808K
Dynamic Technology Lab Private Ltd 0.12% Reduce -43.1% 7,351 $801K
Federation des caisses Desjardins du Quebec 0.00% Add +31.1% 7,336 $799K
Investment House LLC 0.05% No change 7,300 $796K
NorthCoast Asset Management LLC 0.00% Add +26.9% 7,260 $791K
SPC Financial, Inc. 0.07% Add +10.1% 7,242 $789K
Sheaff Brock Investment Advisors, LLC 0.07% Add +0.2% 7,209 $786K
Loudon Investment Management, LLC 0.45% New 7,195 $784K
Integrated Advisors Network LLC 0.04% Add +2.7% 7,135 $778K
Eastern Bank 0.02% Reduce -12.8% 7,125 $776K
Drake & Associates, LLC 0.22% Reduce -16.4% 7,072 $771K
Claro Advisors Inc. 0.10% Reduce -13.7% 7,035 $767K
Steph & Co. 0.28% No change 7,023 $765K
Trust Co. of Toledo NA 0.10% No change 7,014 $764K
Prime Capital Investment Advisors, LLC 0.01% Add +25.5% 6,922 $754K
Buckley Wealth Management, LLC 0.23% Add +2.7% 6,873 $749K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +4.9% 6,829 $744K
Precedent Wealth Partners, LLC 0.21% New 6,821 $743K
Elevated Capital Advisors, LLC 0.21% Reduce -4.0% 6,800 $741K
Modern Wealth Management, LLC 0.02% Add +7.4% 6,773 $738K
Aptus Capital Advisors, LLC 0.01% Reduce -11.8% 6,759 $737K
PAX Financial Group, LLC 0.13% Add +8.6% 6,726 $733K
Raleigh Capital Management Inc. 0.33% Add +1.0% 6,715 $732K
EP Wealth Advisors, LLC 0.01% Add +8.2% 6,693 $729K
My Legacy Advisors, LLC 0.28% Add +1.4% 6,660 $726K
Dakota Wealth Management 0.02% Reduce -2.2% 6,617 $721K
Neo Ivy Capital Management 0.23% New 6,580 $717K
Paragon Private Wealth Management, LLC 0.33% Reduce -17.1% 6,551 $714K
Blossom Wealth Management 1.44% Reduce -1.4% 6,549 $714K
Peapack Gladstone Financial Corp. 0.01% Reduce -0.0% 6,522 $711K
Ti-Trust, Inc. 0.46% No change 6,430 $701K
Sequoia Financial Advisors, LLC 0.01% Reduce -8.8% 6,425 $700K
Avantax Planning Partners, Inc. 0.02% Add +0.9% 6,423 $700K
Equitable Holdings, Inc. 0.01% Reduce -1.1% 6,387 $696K
MPS Loria Financial Planners, LLC 0.21% Reduce -2.5% 6,386 $696K
Bridges Investment Management Inc. 0.01% Add +0.6% 6,365 $694K
Integrity Alliance, Llc. 0.03% New 6,318 $689K
AlphaQuest LLC 0.07% Add +27.6% 6,295 $686K
CW Advisors, LLC 0.01% Reduce -36.6% 6,324 $686K
Trivium Point Advisory, LLC 0.09% Add +14.6% 6,294 $686K
AlphaStar Capital Management, LLC 0.07% Add +15.9% 6,251 $681K
Ransom Advisory, Ltd 0.34% No change 6,250 $681K
Gradient Investments LLC 0.01% Add +2.0% 6,141 $669K
Horizon Investments, LLC 0.02% Add +4.3% 6,131 $668K
Richmond Investment Services, LLC 0.36% Add +0.1% 6,107 $666K
Csenge Advisory Group 0.04% Add +0.0% 6,125 $664K
Harvest Fund Management Co., Ltd 0.03% New 6,088 $663K
IAG Wealth Partners, LLC 0.10% Add +3.0% 6,072 $662K
Bradley Foster & Sargent Inc. 0.01% No change 6,047 $659K
TBH Global Asset Management, LLC 0.12% Reduce -7.6% 5,955 $649K
North Star Asset Management Inc. 0.03% Add +5.1% 5,932 $646K
City State Bank 0.21% Reduce -1.7% 5,896 $643K
Alaska Permanent Fund Corp 0.01% No change 5,825 $638K
Private Trust Co. NA 0.07% Reduce -1.8% 5,848 $637K
Prudential PLC 0.00% Add +88.7% 5,833 $636K
Clearstead Advisors, LLC 0.01% Reduce -1.3% 5,783 $630K
Forum Financial Management, LP 0.01% Reduce -0.6% 5,782 $630K
CENTRAL TRUST Co 0.02% Reduce -3.6% 5,779 $630K
Kesler, Norman & Wride, LLC 0.12% Reduce -16.6% 5,770 $629K
Aurora Investment Counsel 0.35% Reduce -1.1% 5,749 $627K
Point72 Asia (Singapore) Pte. Ltd. 0.16% New 5,709 $622K
Ballentine Partners, LLC 0.01% Reduce -0.5% 5,702 $621K
MGB Wealth Management, LLC 0.22% Reduce -0.1% 5,710 $621K
MAI Capital Management 0.00% Add +2.5% 5,693 $620K
Summit Trail Advisors, LLC 0.02% Add +21.9% 5,661 $617K
CHICAGO TRUST Co NA 0.12% Add +1.6% 5,648 $616K
Chicago Capital, LLC 0.02% No change 5,638 $614K
Rehmann Capital Advisory Group 0.04% Add +5.5% 5,637 $614K
Mufg Securities Americas Inc. 0.07% Add +20.4% 5,623 $613K
Verdence Capital Advisors LLC 0.05% Add +1.1% 5,620 $612K
Moors & Cabot, Inc. 0.03% Add +2.1% 5,618 $612K
B. Riley Wealth Advisors, Inc. 0.02% Add +13.9% 5,604 $611K
Diversified Trust Co. 0.01% Add +2.3% 5,570 $607K
Financial Advocates Investment Management 0.04% Add +1.4% 5,540 $604K
HBK Sorce Advisory LLC 0.02% Add +0.5% 5,483 $598K
Signaturefd, LLC 0.01% Add +0.1% 5,433 $592K
Hutner Capital Management Inc. 0.25% No change 5,427 $591K
Resources Management Corp. /CT/ 0.08% Reduce -7.8% 5,409 $589K
Peak Financial Advisors LLC 0.30% Add +1.9% 5,339 $582K
Boothbay Fund Management, LLC 0.02% New 5,332 $581K
Turning Point Benefit Group, Inc. 0.54% Add +116.6% 5,620 $580K
Entropy Technologies, LP 0.06% New 5,300 $578K
Thrive Wealth Management, LLC 0.11% Reduce -2.3% 5,286 $576K
WoodTrust Financial Corp 0.08% Reduce -1.9% 5,289 $576K
Compound Planning, Inc. 0.03% Add +6.1% 5,281 $575K
Focus Financial Network, Inc. 0.02% Reduce -1.3% 5,250 $572K
Gsa Capital Partners LLP 0.05% Reduce -50.7% 5,251 $572K
SageView Advisory Group, LLC 0.02% Reduce -5.0% 5,245 $572K
Aviva PLC 0.00% No change 5,213 $568K
Boston Family Office LLC 0.04% No change 5,213 $568K
Caprock Group, LLC 0.02% Add +96.7% 5,200 $567K
SYM FINANCIAL Corp 0.07% Add +2.5% 5,184 $565K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +1.0% 5,175 $563K
Waverly Advisors, LLC 0.01% Add +6.7% 5,155 $562K
Brass Tax Wealth Management, Inc. 0.12% Add +0.8% 5,112 $557K
Fullerton Fund Management Co Ltd. 0.04% New 5,058 $551K
Moisand Fitzgerald Tamayo, LLC 0.08% No change 5,033 $548K
Heartland Bank & Trust Co 0.28% New 5,026 $548K
Prossimo Advisors, LLC 0.41% Add +13.3% 5,014 $546K
Centennial Wealth Advisory LLC 0.20% Add +25.3% 5,008 $546K
Parallel Advisors, LLC 0.01% Reduce -3.9% 5,008 $546K
Zhang Financial LLC 0.03% Add +0.1% 4,967 $541K
Financial Advisory Partners, LLC 0.18% Reduce -7.1% 4,964 $541K
Brown Miller Wealth Management, LLC 0.19% New 4,940 $538K
Hudock, Inc. 0.09% Add +0.1% 4,913 $536K
Partnership Wealth Management, LLC 0.45% No change 4,900 $534K
Stephens Inc. 0.01% Add +3.7% 4,886 $532K
Advisors Capital Management, LLC 0.01% Add +3.8% 4,852 $529K
Alpha Cubed Investments, LLC 0.02% Add +10.0% 4,827 $526K
Mill Capital Management, LLC 0.04% No change 4,824 $526K
Oarsman Capital, Inc. 0.09% Reduce -3.3% 4,807 $524K
Prospera Financial Services Inc 0.01% Reduce -42.7% 4,804 $524K
Faithward Advisors, LLC 0.09% Add +2.9% 4,794 $522K
Dynamic Advisor Solutions LLC 0.02% New 4,790 $522K
Fifth Third Wealth Advisors LLC 0.03% Add +5.7% 4,788 $522K
Haverford Trust Co 0.01% Add +0.9% 4,783 $521K
Smith, Moore & Co. 0.05% Reduce -0.2% 4,739 $516K
Redmond Asset Management, LLC 0.13% No change 4,700 $512K
Badgley Phelps Wealth Managers, LLC 0.01% No change 4,696 $512K
Chesley Taft & Associates LLC 0.02% Reduce -17.6% 4,613 $503K
Financial Advisors Network, Inc. 0.08% Add +4.5% 4,552 $496K
ProVise Management Group, LLC 0.04% Add +17.6% 4,533 $494K
Moody LYNN Lieberson & Walker, LLC 0.03% No change 4,531 $494K
Lifeworks Advisors, LLC 0.08% New 4,523 $493K
Advisors Management Group Inc. 0.11% Reduce -8.8% 4,493 $490K
LS Investment Advisors, LLC 0.08% No change 4,482 $488K
McDonough Capital Management, Inc 0.32% No change 4,475 $488K
Colonial Trust Advisors 0.04% No change 4,395 $479K
Hartford Funds Management Co LLC 0.04% Add +26.6% 4,390 $478K
Fourpath Capital Management, LLC 0.08% Reduce -1.2% 4,361 $475K
Mission Wealth Management, LP 0.01% Add +8.9% 4,353 $474K
Marshall Investment Management, LLC 0.29% Reduce -1.1% 4,336 $473K
Continuum Advisory, LLC 0.06% Reduce -6.4% 4,320 $471K
Carl P. Sherr & Co., LLC 0.26% No change 4,293 $468K
West Paces Advisors Inc. 0.11% Reduce -2.9% 4,292 $468K
Tarbox Family Office, Inc. 0.08% No change 4,266 $465K
Crewe Advisors LLC 0.07% Add +0.7% 4,264 $465K
West Family Investments, Inc. 0.17% Add +1.5% 4,216 $459K
Blue Barn Wealth, LLC 0.24% Reduce -0.2% 4,195 $457K
Arete Wealth Advisors, LLC 0.03% Reduce -1.5% 4,198 $457K
Krane Funds Advisors LLC 0.01% Reduce -11.4% 4,189 $457K
Courier Capital LLC 0.03% No change 4,181 $456K
Journey Strategic Wealth LLC 0.02% Add +2.7% 4,174 $455K
Old Second National Bank of Aurora 0.11% Reduce -9.6% 4,171 $455K
Plancorp, LLC 0.02% Add +1.7% 4,152 $452K
United Capital Financial Advisors, LLC 0.00% Add +11.9% 4,127 $450K
Stonebridge Capital Advisors LLC 0.04% Add +64.1% 4,104 $447K
Mowery & Schoenfeld Wealth Management, LLC 0.88% Add +85.7% 4,100 $447K
Moneta Group Investment Advisors LLC 0.01% Reduce -0.8% 4,093 $446K
CreativeOne Wealth, LLC 0.01% Add +22.1% 4,091 $446K
Coldstream Capital Management Inc. 0.01% Add +1.8% 4,078 $444K
Old Mission Investment Co LLC 0.13% No change 4,069 $443K
Clarius Group, LLC 0.03% New 4,063 $443K
Bard Financial Services, Inc. 0.05% No change 4,060 $442K
Praxis Investment Management Inc. 0.03% No change 4,050 $441K
Aster Capital Management (DIFC) Ltd 0.08% Add +142.7% 4,128 $440K
Florida Trust Wealth Management Co 0.01% No change 4,012 $437K
Appleton Partners Inc. 0.03% Add +3.1% 4,006 $437K
Carret Asset Management, LLC 0.05% No change 4,000 $436K
Sagespring Wealth Partners, LLC 0.01% Add +31.8% 3,993 $435K
Tyler-Stone Wealth Management 0.08% No change 3,990 $435K
Marble Harbor Investment Counsel, LLC 0.05% Reduce -48.5% 3,982 $434K
Cerro Pacific Wealth Advisors LLC 0.14% Reduce -0.2% 4,580 $431K
Park National Corp. 0.02% Add +0.6% 3,950 $430K
Phillips Wealth Planners LLC 0.45% Reduce -1.0% 4,024 $430K
Quantum Portfolio Management LLC 0.22% Add +55.8% 3,941 $429K
AdvisorNet Financial, Inc 0.03% Reduce -3.8% 3,941 $429K
Schaper Benz & Wise Investment Counsel Inc. 0.03% No change 3,931 $428K
Kiker Wealth Management, LLC 0.29% Reduce -7.3% 3,920 $427K
V-Square Quantitative Management LLC 0.06% Add +0.1% 3,919 $427K
Diversify Advisory Services, LLC 0.03% Add +6.2% 3,907 $426K
Smithfield Trust Co 0.02% Reduce -1.1% 3,856 $422K
ZWJ Investment Counsel Inc. 0.02% No change 3,862 $421K
Segment Wealth Management, LLC 0.03% New 3,856 $420K
LVZ, Inc. 0.06% Reduce -32.8% 3,848 $419K
Callan Capital, LLC 0.03% Add +2.7% 3,845 $419K
Brandywine Oak Private Wealth LLC 0.04% Reduce -0.1% 3,832 $418K
WFA Asset Management Corp 0.22% Add +80.9% 5,065 $416K
Abc Arbitrage SA 0.08% Reduce -39.0% 3,816 $416K
Frank, Rimerman Advisors LLC 0.03% Reduce -5.2% 3,816 $416K
Greenfield Savings Bank 0.20% Reduce -1.4% 3,813 $416K
Fortis Group Advisors, LLC 0.08% No change 3,805 $415K
Cary Street Partners Investment Advisory LLC 0.24% Add +1.6% 3,803 $414K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -98.1% 3,788 $413K
Banque Cantonale Vaudoise 0.02% — 3,775 $411K
Reynders McVeigh Capital Management, LLC 0.02% No change 3,744 $408K
Certior Financial Group, LLC 0.34% Add +1.4% 3,733 $407K
Independent Financial Group, LLC 0.01% New 3,727 $406K
Insight Wealth Strategies, LLC 0.05% Add +0.9% 3,727 $406K
UMB Bank, n.a. 0.01% Add +40.9% 3,721 $406K
Chilton Investment Co. Inc. 0.01% New 3,702 $403K
Transcend Capital Advisors, LLC 0.03% Add +1.0% 3,676 $401K
Capital Advisors Inc. 0.01% Add +1.3% 3,675 $400K
WealthTrust Axiom LLC 0.12% Reduce -3.9% 3,666 $400K
Hanson & Doremus Investment Management 0.06% No change 3,659 $399K
Gladstone Institutional Advisory LLC 0.02% Add +10.0% 3,649 $398K
Aegis Wealth Management LLC 0.23% Reduce -1.0% 3,633 $396K
Cornerstone Enterprises, LLC 0.24% Reduce -11.3% 3,619 $394K
Alhambra Investment Management LLC 0.20% Reduce -11.4% 3,618 $394K
Freedom Investment Management, Inc. 0.03% Reduce -2.7% 3,544 $386K
Danske Bank A/S 0.00% Add +28.1% 3,534 $385K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -0.1% 3,517 $383K
Horizon Investment Services, LLC 0.18% New 3,473 $379K
Ascentis Independent Advisors 0.07% Reduce -11.3% 3,452 $376K
Blue Chip Partners, LLC 0.03% Reduce -5.3% 3,446 $376K
Stonehaven Wealth & Tax Solutions, LLC 0.40% Reduce -0.1% 3,443 $375K
Altshuler Shaham Ltd 0.01% Add +208.8% 3,443 $375K
Great Lakes Advisors, LLC 0.00% Reduce -93.3% 3,439 $375K
Wealthquest Corp 0.03% Add +0.2% 3,423 $373K
Strategy Asset Managers LLC 0.08% Reduce -8.7% 3,419 $373K
Callan Family Office, LLC 0.03% Reduce -13.1% 3,412 $372K
AssuredPartners Investment Advisors, LLC 0.07% Reduce -18.6% 3,407 $371K
Bruce & Co., Inc. 0.12% No change 3,945 $371K
Renaissance Technologies 0.00% New 3,400 $371K
Nilsine Partners, LLC 0.04% Reduce -4.4% 3,397 $370K
Alps Advisors Inc. 0.00% Reduce -9.2% 3,359 $366K
Daymark Wealth Partners, LLC 0.02% Reduce -17.5% 3,348 $365K
Monument Capital Management 0.11% No change 3,337 $364K
Summit Asset Management, LLC 0.06% No change 3,335 $363K
Premier Path Wealth Partners, LLC 0.06% Add +3.0% 3,335 $363K
Moment Partners, LLC 0.07% Reduce -0.2% 3,330 $363K
CWS Financial Advisors, LLC 0.11% Add +0.3% 3,304 $360K
First Foundation Advisors 0.01% Reduce -6.8% 3,299 $360K
Polymer Capital Management (US) LLC 0.11% Reduce -39.4% 3,289 $358K
Covalis Capital LLP 0.08% New 3,282 $358K
Gibbs Wealth Management 0.09% Add +28.0% 3,277 $357K
International Private Wealth Advisors LLC 0.34% Add +16.2% 3,274 $357K
Sterling Investment Advisors LLC 0.20% No change 3,262 $355K
Jacobi Capital Management LLC 0.03% Add +2.3% 3,254 $355K
Pitcairn Co. 0.02% Add +0.7% 3,252 $354K
Old North State Wealth Management, LLC 0.20% Add +5.5% 3,243 $354K
Advisor OS, LLC 0.04% Add +0.7% 3,245 $354K
SkyOak Wealth, LLC 0.08% New 3,244 $354K
1ST Source Bank 0.02% Reduce -2.5% 3,206 $349K
Gryphon Financial Partners LLC 0.05% Add +2.7% 3,190 $348K
Western Wealth Management, LLC 0.02% Add +4.8% 3,175 $346K
Cigna Investments Inc. 0.06% Reduce -1.6% 3,180 $346K
Perigon Wealth Management, LLC 0.01% Add +1.3% 3,147 $343K
Zacks Investment Management 0.00% Add +8.8% 3,130 $341K
MJP Associates Inc. 0.06% Add +3.5% 3,126 $341K
Arax Advisory Partners 0.02% Reduce -1.9% 3,089 $337K
New Century Financial Group, LLC 0.39% Add +1.8% 3,084 $336K
International Assets Investment Management, LLC 0.03% Add +1.1% 3,084 $336K
Crews Bank & Trust 0.06% No change 3,070 $335K
CRA Financial Services, LLC 0.06% No change 3,051 $332K
True Vision MN LLC 0.20% Add +0.8% 3,050 $332K
Keystone Financial Group 0.03% Reduce -4.0% 3,045 $332K
Evexia Wealth LLC 0.12% No change 3,158 $330K
Optas, LLC 0.06% New 3,022 $329K
Bingham Private Wealth, LLC 0.34% Reduce -1.8% 3,021 $329K
D L Carlson Investment Group Inc. 0.06% Reduce -0.2% 3,010 $328K
Quadrant Capital Group LLC 0.01% Add +45.4% 2,994 $326K
Beese Fulmer Investment Management, Inc. 0.03% Add +13.9% 2,994 $326K
Bremer Bank National Association 0.06% No change 2,993 $326K
Successful Portfolios LLC 0.22% Add +0.0% 2,985 $325K
Bank of Stockton 0.10% No change 2,982 $325K
Graybill Wealth Management, LTD. 0.11% — 2,981 $325K
Sowell Financial Services LLC 0.01% New 2,978 $325K
MBB Public Markets I LLC 0.04% New 2,975 $324K
Checchi Capital Advisers, LLC 0.02% Add +7.9% 2,974 $324K
Cypress Wealth Services, LLC 0.07% Reduce -4.6% 2,970 $324K
Sonora Investment Management Group, LLC 0.03% Reduce -1.2% 2,967 $323K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% Reduce -1.0% 2,956 $322K
Choate Investment Advisors 0.01% Add +7.3% 2,947 $321K
CWA Asset Management Group, LLC 0.02% Add +5.6% 2,947 $321K
Compass Financial Group, INC 0.06% No change 2,938 $320K
Dahring | Cusmano LLC 0.28% Add +0.8% 2,932 $320K
Isthmus Partners, LLC 0.04% No change 2,929 $319K
Blueshift Asset Management, LLC 0.13% Add +25.6% 2,918 $318K
Inspire Investing, LLC 0.04% Add +5.1% 2,894 $315K
Walkner Condon Financial Advisors LLC 0.06% Add +0.4% 2,891 $315K
Lodestone Wealth Management LLC 0.17% No change 2,888 $315K
Buska Wealth Management, LLC 0.10% No change 2,868 $313K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 2,866 $312K
Brady Family Wealth, LLC 0.10% Add +0.8% 2,844 $310K
Procyon Advisors, LLC 0.02% Reduce -18.3% 2,840 $310K
Cobblestone Capital Advisors LLC 0.02% Add +7.5% 2,839 $309K
DSG Capital Advisors, LLC 0.06% No change 2,827 $308K
DRW Securities, LLC 0.03% New 2,813 $307K
Hurlow Wealth Management Group, Inc. 0.10% Add +0.1% 2,792 $304K
Weaver Capital Management LLC 0.08% Reduce -1.6% 2,780 $303K
Wealthcare Advisory Partners LLC 0.01% Add +4.4% 2,774 $302K
Principle Wealth Partners LLC 0.02% No change 2,770 $302K
McCarter Private Wealth Services LLC 0.20% Reduce -0.7% 2,758 $301K
Kovack Advisors, Inc. 0.03% Add +0.6% 2,757 $300K
Kohmann Bosshard Financial Services, LLC 0.04% No change 2,745 $299K
KOM Wealth Management Group, LLC 0.26% Add +0.3% 2,740 $299K
Commerzbank Aktiengesellschaft 0.01% No change 2,729 $298K
Beacon Investment Advisors LLC 0.14% Add +0.3% 2,733 $298K
Legacy Capital Wealth Partners, LLC 0.07% Add +12.1% 2,731 $298K
Capital Asset Advisory Services LLC 0.02% Add +0.0% 2,729 $297K
Live Oak Private Wealth LLC 0.05% No change 2,708 $295K
MBE Wealth Management, LLC 0.14% Add +9.6% 2,697 $294K
SVB Wealth LLC 0.01% Add +20.4% 2,692 $293K
Ironwood Investment Counsel, LLC 0.05% Add +1.2% 2,686 $293K
Capital Investment Services of America, Inc. 0.03% No change 2,686 $293K
Chesapeake Asset Management LLC 0.28% Add +4.5% 2,684 $293K
Brooklyn Investment Group 0.06% Add +71.3% 2,671 $291K
JGP Wealth Management, LLC 0.04% Reduce -8.5% 2,670 $291K
Providence Wealth Advisors, LLC 0.22% Add +0.3% 2,674 $291K
StoneX Group Inc. 0.02% New 2,658 $290K
Argent Trust Co 0.01% Reduce -1.7% 2,642 $288K
Patrick M Sweeney & Associates, Inc. 0.21% No change 2,637 $287K
MTM Investment Management, LLC 0.11% Reduce -5.8% 2,625 $286K
Blake Schutter Theil Wealth Advisors, LLC 0.32% Reduce -12.5% 2,582 $281K
Steigerwald, Gordon & Koch Inc. 0.03% Add +18.4% 2,570 $280K
Pinnacle West Asset Management, Inc. 0.20% No change 2,565 $280K
Oxbow Advisors, LLC 0.03% New 2,553 $278K
Liberty Capital Management, Inc. 0.06% Add +2.6% 2,552 $278K
Norris Perne & French LLP 0.02% No change 2,542 $277K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.11% Reduce -8.6% 2,515 $274K
SummitTX Capital, L.P. 0.01% — 2,502 $273K
Baader Bank Aktiengesellschaft 0.03% Add +10.6% 2,541 $271K
MassMutual Private Wealth & Trust, FSB 0.01% Add +7.7% 2,483 $271K
Duncker Streett & Co. Inc. 0.05% No change 2,482 $270K
John G Ullman & Associates Inc. 0.04% Reduce -0.3% 2,480 $270K
Integris Wealth Management, LLC 0.08% No change 2,477 $270K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Reduce -24.5% 2,465 $269K
Financial Counselors Inc. 0.00% Reduce -9.6% 2,464 $269K
Midwest Professional Planners, LTD. 0.08% No change 2,457 $268K
Glenview Trust Co 0.01% Reduce -17.6% 2,453 $267K
Fidelis Capital Partners, LLC 0.03% Add +0.4% 2,478 $267K
Busey Bank 0.01% New 2,427 $264K
Rwa Wealth Partners, LLC 0.00% Reduce -9.5% 2,412 $263K
Wedmont Private Capital 0.01% New 2,452 $262K
OneAscent Financial Services LLC 0.02% Add +7.7% 2,390 $260K
Planning Center, Inc. 0.03% No change 2,382 $260K
Navera Investment Management Ltd. 0.00% Reduce -53.1% 2,380 $259K
Hilltop Partners LLC 0.09% Reduce -0.3% 2,370 $258K
Stanley-Laman Group, Ltd. 0.04% Add +2.0% 2,362 $257K
RDA Financial Network 0.08% Add +2.4% 2,360 $257K
ICONIQ Capital, LLC 0.00% New 2,339 $255K
Centre Asset Management, LLC 0.07% New 2,330 $254K
Aaron Wealth Advisors LLC 0.03% Reduce -14.9% 2,323 $253K
Gateway Wealth Partners, LLC 0.06% Add +1.0% 2,322 $253K
LCNB Corp. 0.09% Add +2.1% 2,318 $253K
Keystone Financial Group, Inc. 0.18% Add +0.3% 2,300 $252K
Liberty Wealth Management LLC 0.05% Reduce -8.9% 2,314 $252K
Flagship Harbor Advisors, LLC 0.01% Reduce -2.6% 2,311 $252K
Farmers & Merchants Trust Co of Chambersburg PA 0.09% No change 2,300 $251K
Monetary Management Group Inc. 0.07% Reduce -2.1% 2,300 $251K
Roman Butler Fullerton & Co. 0.10% No change 2,310 $250K
Main Street Financial Solutions, LLC 0.02% Add +4.1% 2,289 $249K
Wrapmanager Inc. 0.07% Reduce -12.2% 2,284 $249K
Fidelity D & D Bancorp Inc. 0.16% No change 2,282 $249K
Independent Wealth Network Inc. 0.10% Add +0.8% 2,270 $247K
CFS Investment Advisory Services, LLC 0.02% Add +4.0% 2,262 $247K
Tower Wealth Partners, Inc. 0.13% Add +5.6% 2,258 $246K
Park Place Capital Corp 0.07% Reduce -1.9% 2,254 $246K
Essex Bank 0.06% Reduce -0.1% 2,246 $245K
CFM Wealth Partners LLC 0.04% Reduce -2.0% 2,245 $245K
Ieq Capital, LLC 0.00% Reduce -7.5% 2,244 $245K
Lockerman Financial Group, Inc. 0.37% Reduce -0.3% 2,234 $243K
Skba Capital Management LLC 0.04% New 2,230 $243K
Ariston Services Group 0.20% No change 2,223 $242K
Perkins Coie Trust Co 0.05% Add +0.1% 2,205 $240K
Capital Management Corp. 0.04% No change 2,200 $240K
Strategic Investment Advisors / MI 0.03% Reduce -3.2% 2,200 $240K
Inspirion Wealth Advisors, LLC 0.03% Reduce -55.0% 2,195 $239K
Cozad Asset Management Inc. 0.02% No change 2,194 $239K
Second Line Capital, LLC 0.06% Reduce -35.4% 2,193 $239K
Brighton Jones LLC 0.01% New 2,190 $239K
Exchange Capital Management, Inc. 0.04% No change 2,182 $238K
Syon Capital LLC 0.02% New 2,180 $238K
Longboard Asset Management, LP 0.70% No change 2,177 $237K
Hager Investment Management Services, LLC 0.17% No change 2,170 $236K
Good Steward Wealth Advisors,LLC 0.21% — 2,166 $236K
Fiduciary Financial Group, LLC 0.05% Reduce -15.7% 2,226 $235K
Alliance Wealth Advisors, LLC 0.14% New 2,154 $235K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.06% Reduce -18.9% 2,147 $234K
Howe & Rusling Inc. 0.02% New 2,123 $231K
Evergreen Capital Management LLC 0.01% New 2,121 $231K
AMG National Trust Bank 0.01% New 2,119 $231K
Pacific Capital Wealth Advisors, Inc. 0.04% No change 2,111 $230K
TCV Trust & Wealth Management, Inc. 0.02% New 2,095 $228K
Tyche Wealth Partners LLC 0.05% Reduce -78.2% 2,079 $227K
Neville Rodie & Shaw Inc. 0.02% New 2,078 $226K
Pine Valley Investments Ltd Liability Co 0.01% New 2,069 $225K
Essex Financial Services, Inc. 0.02% Reduce -3.6% 2,067 $225K
Connecticut Wealth Management, LLC 0.01% New 2,067 $225K
Marshall Financial Group, LLC 0.05% Reduce -6.0% 2,066 $225K
Plotkin Financial Advisors, LLC 0.14% New 2,042 $223K
Prudent Investors Network, Inc. 0.06% New 2,040 $222K
Strategic Financial Concepts, LLC 0.04% New 2,039 $222K
Bailard, Inc. 0.01% New 2,037 $222K
Avior Wealth Management, LLC 0.01% No change 2,026 $221K
Freestone Grove Partners LP 0.00% New 2,015 $220K
Bowman & Co S.C. 0.11% New 2,005 $219K
Chicago Partners Investment Group LLC 0.01% Reduce -42.3% 1,990 $218K
Tompkins Financial Corp. 0.02% No change 2,000 $218K
Dividend Assets Capital, LLC 0.04% New 1,997 $218K
ShankerValleau Wealth Advisors, Inc. 0.07% New 1,993 $217K
Ossiam 0.00% Reduce -34.0% 1,988 $217K
High Falls Advisors, Inc 0.05% New 1,988 $217K
First County Bank 0.12% New 1,986 $216K
Enterprise Financial Services Corp 0.13% New 1,985 $216K
Spirepoint Private Client, LLC 0.03% New 1,982 $216K
Avidian Wealth Enterprises, LLC 0.01% New 1,980 $216K
KilterHowling LLC 0.14% Add +0.8% 1,984 $214K
Trust Point Inc. 0.02% New 1,958 $213K
First Bank & Trust 0.04% New 1,955 $213K
Edgemoor Investment Advisors, Inc. 0.02% New 1,952 $213K
Fisher Asset Management 0.00% New 1,950 $213K
Addison Advisors LLC 0.06% No change 1,949 $212K
Perpetual Ltd 0.00% New 1,943 $212K
Walter & Keenan Wealth Management LLC /in/ 0.06% New 1,923 $210K
Kera Capital Partners, Inc. 0.06% New 1,910 $208K
Defined Wealth Management, LLC 0.14% New 1,902 $207K
Boston Research & Management Inc. 0.05% New 1,902 $207K
Smartleaf Asset Management LLC 0.02% Reduce -4.7% 1,925 $207K
Bill Few Associates, Inc. 0.07% New 1,900 $207K
Equitable Trust Co. 0.01% New 1,887 $206K
Community Bank & Trust, Waco, Texas 0.05% New 1,868 $204K
Baker Tilly Wealth Management, LLC 0.08% New 1,860 $203K
First Fiduciary Investment Counsel, Inc. 0.04% New 1,850 $202K
Synovus Financial Corp. 0.00% New 1,851 $202K
Clark Asset Management, LLC 0.03% New 1,847 $201K
Finward Bancorp 0.17% New 1,843 $201K
CM Wealth Advisors LLC 0.06% New 1,840 $201K
Richardson Financial Services Inc. 0.15% Add +9.0% 1,823 $199K
First Command Advisory Services, Inc. 0.00% No change 1,794 $196K
CX Institutional 0.01% New 1,768 $193K
EverSource Wealth Advisors, LLC 0.01% Add +62.8% 1,737 $189K
Ridgewood Investments LLC 0.09% No change 1,727 $188K
CarsonAllaria Wealth Management, Ltd. 0.11% Add +4.5% 1,720 $188K
Group One Trading LLC 0.01% New 1,682 $183K
Cary Street Partners Financial LLC 0.01% Reduce -7.6% 1,670 $182K
State of Wyoming 0.02% Add +15.2% 1,667 $182K
Mather Group, Llc. 0.00% Add +55.6% 1,663 $181K
Cape Investment Advisory, Inc. 0.07% Reduce -5.0% 1,622 $177K
Virtus Investment Advisers, LLC 0.05% New 1,586 $173K
Hexagon Capital Partners LLC 0.03% Add +2.7% 1,528 $167K
Centaurus Financial, Inc. 0.01% Add +0.8% 1,434 $156K
Sunbelt Securities, Inc. 0.01% Add +2625.5% 1,390 $151K
Acadian Asset Management LLC 0.00% No change 1,380 $150K
Financial Perspectives, Inc 0.05% No change 1,338 $146K
GPS Wealth Strategies Group, LLC 0.02% Reduce -8.5% 1,325 $144K
JNBA Financial Advisors 0.01% No change 1,313 $143K
Hills Bank & Trust Co 0.01% Reduce -0.1% 1,256 $137K
First Horizon Advisors, Inc. 0.00% Reduce -0.1% 1,253 $137K
Operose Advisors LLC 0.04% Reduce -5.0% 1,241 $135K
Quent Capital, LLC 0.01% Reduce -2.1% 1,235 $135K
Raiffeisen Bank International AG 0.00% No change 1,211 $131K
CoreCap Advisors, LLC 0.01% Reduce -8.6% 1,194 $130K
Rossby Financial, LCC 0.06% New 1,194 $129K
Financial Network Wealth Advisors LLC 0.17% Add +83.6% 1,155 $126K
Beacon Capital Management, LLC 0.02% Add +7.9% 1,136 $124K
Evermay Wealth Management LLC 0.02% New 1,128 $123K
St Germain D J Co. Inc. 0.01% Reduce -33.8% 1,060 $116K
Intelligent Financial Strategies 0.06% No change 1,059 $115K
TFC Financial Management, Inc. 0.02% No change 1,054 $115K
Glass Jacobson Investment Advisors llc 0.04% No change 1,188 $112K
TCTC Holdings, LLC 0.00% Reduce -18.5% 1,018 $111K
NBT Bank, N.A. 0.01% Add +1004.4% 994 $108K
Pinnacle Bancorp, Inc. 0.03% No change 982 $107K
Prestige Wealth Management Group LLC 0.02% Add +59.0% 973 $106K
Tsfg, LLC 0.02% Reduce -63.9% 974 $106K
Wayfinding Financial, LLC 0.05% New 953 $103K
First Pacific Financial 0.02% Add +4.5% 943 $103K
Trust Co. of Vermont 0.01% Reduce -3.6% 937 $102K
GeoWealth Management, LLC 0.00% Add +37.8% 934 $102K
TruNorth Capital Management, LLC 0.03% Add +35.1% 932 $102K
Sandy Spring Bank 0.00% No change 915 $100K
Capital Advisors, Ltd. LLC 0.01% Reduce -0.3% 913 $99K
Cromwell Holdings LLC 0.06% Add +62.5% 907 $99K
Ameriflex Group, Inc. 0.04% Add +7.2% 903 $98K
FSA Wealth Management LLC 0.04% No change 900 $98K
Creative Financial Designs Inc. 0.01% Add +14833.3% 896 $98K
TD Waterhouse Canada Inc. 0.00% Reduce -15.8% 892 $97K
Larson Financial Group LLC 0.00% Add +220.7% 882 $96K
Clean Yield Group 0.03% Add +12.6% 867 $94K
Boit C F David 0.05% No change 867 $94K
Sentry Investment Management LLC 0.06% Reduce -23.0% 909 $94K
Independence Bank of Kentucky 0.01% Reduce -29.0% 856 $93K
Strategic Investment Solutions, Inc. 0.03% Add +0.6% 850 $93K
Oakworth Capital, Inc. 0.01% No change 809 $88K
Lindbrook Capital, LLC 0.01% Reduce -12.5% 804 $88K
Arcadia Investment Management Corp. 0.02% No change 800 $87K
Cullen/Frost Bankers, Inc. 0.00% Add +32.4% 781 $85K
Concord Wealth Partners 0.01% No change 777 $85K
OP Asset Management Ltd 0.00% — 760 $83K
Versant Capital Management, Inc 0.01% Add +365.4% 754 $82K
Manchester Capital Management LLC 0.01% Add +14.3% 744 $81K
Lanark Financial, Inc. 0.01% — 749 $81K
Friedenthal Financial 0.05% New 740 $81K
Mark Sheptoff Financial Planning, LLC 0.04% No change 740 $81K
Brown Brothers Harriman & Co. 0.00% Add +4.4% 714 $78K
Strengthening Families & Communities, LLC 0.05% Add +0.7% 685 $75K
Robbins Farley 0.04% No change 684 $75K
Avalon Trust Co 0.01% Reduce -13.1% 666 $73K
GW&K Investment Management, LLC 0.00% Add +0.8% 625 $68K
2UniFi Bank 0.04% No change 632 $67K
Hollencrest Capital Management 0.00% No change 612 $67K
Tanglewood Legacy Advisors, LLC 0.03% No change 600 $65K
Flagship Wealth Advisors, LLC 0.03% No change 600 $65K
New Age Alpha Advisors, LLC 0.00% Reduce -51.9% 596 $65K
Parkside Financial Bank & Trust 0.01% Add +0.2% 591 $64K
Trust Co 0.01% No change 588 $64K
Anchor Investment Management, LLC 0.01% No change 587 $64K
St. Johns Investment Management Company, LLC 0.03% No change 580 $63K
CNB Bank 0.03% No change 566 $62K
Cherry Tree Wealth Management, LLC 0.01% No change 548 $60K
Quantbot Technologies LP 0.00% Reduce -98.3% 547 $60K
Stephens Consulting, LLC 0.01% Add +138.6% 544 $59K
Barrett & Company, Inc. 0.03% No change 540 $59K
Bruce G. Allen Investments, LLC 0.05% Reduce -2.8% 529 $58K
Walleye Trading LLC 0.00% New 527 $57K
Catalyst Capital Advisors LLC 0.00% Reduce -51.6% 527 $57K
Perritt Capital Management Inc 0.03% No change 524 $57K
Salem Investment Counselors Inc. 0.00% No change 518 $56K
Quarry LP 0.01% New 505 $55K
Deseret Mutual Benefit Administrators 0.03% No change 488 $53K
Annis Gardner Whiting Capital Advisors, LLC 0.02% No change 483 $53K
SOA Wealth Advisors, LLC. 0.01% No change 480 $52K
Spire Wealth Management 0.00% Add +10.5% 475 $52K
Piscataqua Savings Bank 0.04% No change 459 $50K
Richards, Merrill & Peterson, Inc. 0.03% No change 450 $49K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +83.3% 440 $48K
Binnacle Investments Inc 0.03% — 432 $47K
Essex Investment Management Co. LLC 0.01% No change 430 $47K
Maryland Capital Advisors Inc. 0.02% No change 418 $46K
Future Financial Wealth Managment LLC 0.03% No change 403 $44K
Lavaca Capital LLC 0.02% No change 400 $44K
William B. Walkup & Associates, Inc. 0.03% No change 398 $43K
Creekmur Asset Management LLC 0.01% Add +2420.0% 378 $41K
Vestor Capital, LLC 0.00% New 372 $41K
Olistico Wealth, LLC 0.03% No change 372 $41K
Whittier Trust Co. 0.00% No change 359 $39K
Ancora Advisors LLC 0.00% No change 354 $39K
Valued Wealth Advisors LLC 0.02% No change 343 $37K
Asset Dedication, LLC 0.00% Add +19.2% 341 $37K
Sound Income Strategies, LLC 0.00% Add +33.2% 341 $37K
CVA Family Office, LLC 0.01% Add +12.8% 335 $37K
Center for Financial Planning, Inc. 0.00% No change 333 $36K
Medallion Wealth Advisors, LLC 0.02% No change 332 $36K
Valley National Advisers Inc. 0.01% No change 338 $36K
Peoples Financial Services Corp. 0.02% No change 326 $36K
WPG Advisers, LLC 0.03% Reduce -15.6% 319 $35K
Kestra Investment Management, LLC 0.00% Reduce -51.7% 315 $34K
Coastline Trust Co 0.00% No change 305 $33K
Opal Wealth Advisors, LLC 0.01% New 290 $32K
Silvant Capital Management LLC 0.00% No change 290 $32K
Atlantic Private Wealth, LLC 0.02% Add +0.7% 284 $31K
Pinnacle Financial Partners Inc 0.00% No change 328 $31K
Princeton Global Asset Management LLC 0.01% Add +0.4% 261 $28K
Prudent Man Investment Management, Inc. 0.02% No change 300 $28K
Hughes Financial Services, LLC 0.01% New 257 $28K
Plante Moran Financial Advisors, LLC 0.00% Reduce -1.5% 256 $28K
Rosenberg Matthew Hamilton 0.01% Add +9.6% 252 $27K
Covestor Ltd 0.02% Add +21.2% 240 $26K
Nova Wealth Management, Inc. 0.02% New 234 $26K
Truvestments Capital LLC 0.01% New 233 $25K
Boyd Watterson Asset Management LLC 0.01% No change 228 $25K
Gen-Wealth Partners Inc 0.01% Reduce -20.5% 225 $25K
Alpine Bank Wealth Management 0.00% — 214 $23K
HHM Wealth Advisors, LLC 0.00% No change 211 $23K
Atticus Wealth Management, LLC 0.01% No change 210 $23K
Bank of New Hampshire 0.01% No change 200 $22K
ORG Partners LLC 0.01% Add +518.8% 198 $22K
Wolff Wiese Magana LLC 0.01% No change 193 $21K
Hemington Wealth Management 0.00% Add +14.9% 200 $21K
MV Capital Management, Inc. 0.00% Reduce -0.5% 192 $21K
NewSquare Capital LLC 0.00% Add +955.6% 190 $21K
Cornerstone Planning Group LLC 0.00% Add +44.3% 189 $21K
NFSG Corp 0.00% Add +0.6% 180 $20K
Hazlett, Burt & Watson, Inc. 0.01% Reduce -52.4% 181 $19K
First Community Trust NA 0.02% No change 166 $18K
Grove Bank & Trust 0.00% Add +54.7% 164 $18K
Global X Japan Co., Ltd. 0.00% Add +10.4% 159 $17K
Chilton Capital Management LLC 0.00% No change 158 $17K
Costello Asset Management, INC 0.01% New 154 $17K
Rise Advisors, LLC 0.01% New 148 $16K
SouthState Bank Corp 0.00% Add +102.9% 138 $15K
Christopher J. Hasenberg, Inc 0.01% No change 137 $15K
Midwest Capital Advisors, LLC 0.01% No change 136 $15K
SBI Securities Co., Ltd. 0.00% No change 136 $15K
Sierra Ocean, LLC 0.01% Add +555.0% 131 $14K
Rogco, LP 0.01% No change 126 $14K
Saudi Central Bank 0.07% New 124 $14K
CGC Financial Services, LLC 0.01% No change 120 $13K
Kimelman & Baird, LLC 0.00% No change 116 $13K
Financial Management Professionals, Inc. 0.00% Add +8.6% 114 $12K
Fortitude Family Office, LLC 0.00% Reduce -46.2% 113 $12K
WASHINGTON TRUST Co 0.00% Reduce -93.2% 112 $12K
DHJJ Financial Advisors, Ltd. 0.00% No change 112 $12K
Wiser Advisor Group LLC 0.02% No change 111 $12K
Briaud Financial Planning Inc 0.00% No change 114 $12K
Capital Analysts, LLC 0.00% New 106 $12K
Sittner & Nelson, LLC 0.01% No change 107 $12K
Key Financial Inc 0.00% No change 106 $12K
Mendota Financial Group, LLC 0.01% No change 105 $11K
Front Row Advisors LLC 0.00% No change 102 $11K
Lazard Asset Management LLC 0.00% No change 107 $11K
HighMark Wealth Management LLC 0.01% No change 100 $11K
Caldwell Sutter Capital, Inc. 0.01% No change 100 $11K
Park Square Financial Group, LLC 0.01% Reduce -20.2% 99 $11K
JFS Wealth Advisors, LLC 0.00% Add +4.3% 97 $11K
Atala Financial Inc 0.01% No change 93 $10K
Synergy Investment Management, LLC 0.00% Reduce -1.1% 91 $10K
MilWealth Group LLC 0.00% No change 89 $10K
LFA - Lugano Financial Advisors SA 0.01% No change 85 $9K
Activest Wealth Management 0.00% Add +1580.0% 84 $9K
Solstein Capital, LLC 0.01% No change 82 $9K
Richard W. Paul & Associates, LLC 0.00% No change 81 $9K
Sachetta, LLC 0.00% No change 80 $9K
Murphy & Mullick Capital Management Corp 0.01% No change 79 $9K
Harbor Investment Advisory, LLC 0.00% No change 79 $9K
Global Financial Private Client, LLC 0.00% Add +21.9% 78 $9K
Dunhill Financial, LLC 0.00% Reduce -7.2% 77 $8K
New England Capital Financial Advisors LLC 0.00% No change 76 $8K
PFG Private Wealth Management, LLC 0.00% New 72 $8K
Golden State Wealth Management, LLC 0.00% Reduce -26.8% 71 $8K
Millstone Evans Group, LLC 0.01% No change 67 $7K
LRI Investments, LLC 0.00% No change 67 $7K
Horizon Bancorp Inc. 0.00% No change 68 $7K
Legacy Wealth Managment, LLC 0.00% No change 62 $7K
Reyes Financial Architecture, Inc. 0.00% New 61 $7K
Carolinas Wealth Consulting LLC 0.00% Reduce -3.2% 61 $7K
1620 Investment Advisors, Inc. 0.01% No change 59 $6K
True Wealth Design, LLC 0.00% Add +460.0% 56 $6K
Darwin Wealth Management, LLC 0.00% No change 64 $6K
Abound Wealth Management 0.00% No change 55 $6K
GHP Investment Advisors, Inc. 0.00% No change 55 $6K
City Holding Co. 0.00% New 55 $6K
Whipplewood Advisors, LLC 0.00% Reduce -85.2% 8 $6K
Barnes Dennig Private Wealth Management LLC 0.01% — 53 $6K
Investors Research Corp 0.00% New 47 $5K
Keener Financial Planning LLC 0.00% No change 50 $5K
Wood Tarver Financial Group, LLC 0.00% No change 45 $5K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 45 $5K
Retirement Wealth Solutions LLC 0.00% No change 43 $5K
Raffa Wealth Management, LLC 0.00% No change 40 $4K
Glen Eagle Advisors, LLC 0.00% No change 40 $4K
Halbert Hargrove Global Advisors, LLC 0.00% Add +131.3% 37 $4K
Ogorek Anthony Joseph /NY/ 0.00% New 40 $4K
Private Wealth Management Group, LLC 0.00% Reduce -45.2% 34 $4K
Trifecta Capital Advisors, LLC 0.00% No change 34 $4K
Ruedi Wealth Management, Inc. 0.00% No change 34 $4K
Private Wealth Asset Management, LLC 0.00% — 34 $4K
Bogart Wealth, LLC 0.00% Add +17.2% 34 $4K
Highline Wealth Partners LLC 0.00% Add +65.0% 33 $4K
Global Trust Asset Management, LLC 0.00% No change 32 $3K
Iron Horse Wealth Management, LLC 0.00% New 29 $3K
Northwest Capital Management Inc 0.00% No change 27 $3K
McIlrath & Eck, LLC 0.00% No change 27 $3K
Pacifica Partners Inc. 0.00% New 27 $3K
Missouri Trust & Investment Co 0.00% No change 26 $3K
WealthTrak Capital Management LLC 0.00% Add +66.7% 25 $3K
Wealth Preservation Advisors, LLC 0.00% — 24 $3K
ESL Trust Services, LLC 0.00% Reduce -95.2% 23 $3K
Whittier Trust Co. of Nevada Inc. 0.00% New 22 $2K
MCF Advisors LLC 0.00% Reduce -41.7% 21 $2K
Archer Investment Corp 0.00% Reduce -66.1% 21 $2K
Dagco, Inc. 0.00% New 20 $2K
Greenline Partners, LLC 0.00% New 20 $2K
SJS Investment Consulting Inc. 0.00% Add +5.6% 19 $2K
Winthrop Capital Management, LLC 0.00% No change 25 $2K
Avion Wealth 0.00% No change 29 $2K
Pineridge Advisors LLC 0.00% No change 18 $2K
Clark Wealth Partners 0.00% No change 17 $2K
First Financial Corp. 0.00% No change 17 $2K
Bernard Wealth Management Corp. 0.00% New 16 $2K
Optimum Investment Advisors 0.00% New 16 $2K
Logan Capital Management Inc. 0.00% No change 15 $2K
Aspect Partners, LLC 0.00% No change 15 $2K
Bell Investment Advisors, Inc 0.00% No change 13 $1K
Dogwood Wealth Management LLC 0.00% New 12 $1K
Rialto Wealth Management, LLC 0.00% New 11 $1K
Nvwm, LLC 0.00% Add +100.0% 10 $1K
Quest 10 Wealth Builders, Inc. 0.00% Add +60.0% 8 $872
PSI Advisors, LLC 0.00% No change 8 $872
Bay Harbor Wealth Management, LLC 0.00% New 8 $871
Cheviot Value Management, LLC 0.00% New 8 $870
Winnacle Wealth LLC 0.00% Add +60.0% 8 $853
Principia Wealth Advisory, LLC 0.00% No change 7 $731
Capital A Wealth Management, LLC 0.00% Add +50.0% 6 $654
Parkworth Wealth Management, Inc. 0.00% No change 4 $436
JCIC Asset Management Inc. 0.00% New 4 $436
Rakuten Securities, Inc. 0.00% New 4 $436
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 4 $436
American Capital Advisory, LLC 0.00% New 3 $327
HFM Investment Advisors, LLC 0.00% — 3 $327

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