WEC Energy GroupWEC

13F holders, Q2 2025 (June 30)
1,256holders −12
91new positions
107sold out
7famous investors
$103.24avg. 13F price*

At the end of Q2 2025, 1,256 institutions reported holding WEC Energy Group Inc. (WEC) in their 13F filings, down 12 from Q1 2025. 91 opened new positions and 107 sold out. The largest holders were Vanguard Group Inc. ($4.2B), BlackRock, Inc. ($3.1B) and State Street Corp. ($2.1B). 7 famous investors held it, including Steve Cohen (0.3% of Point72 Asset Management's portfolio), Ken Griffin (0.2% of Citadel Advisors'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions91$95.1M
Exits107$126.4M

All 13F filers, Q1 2025 → Q2 2025: 14,856,557 shares bought and 8,862,160 shares sold, net +5,994,397 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,256 holders

Vanguard Group Inc. 0.07% Add +2.1% 39,945,761 $4.2B
BlackRock, Inc. 0.06% Add +1.4% 29,833,916 $3.1B
State Street Corp. 0.08% Reduce -2.6% 20,484,016 $2.1B
Wellington Management Group LLP 0.20% Add +4.3% 10,572,067 $1.1B
Geode Capital Management, LLC 0.06% Add +2.8% 8,594,608 $892.0M
Wells Fargo & Company 0.19% Add +3.8% 8,062,945 $840.2M
Bank of America Corp. 0.06% Add +2.0% 7,250,360 $755.5M
Deutsche Bank AG 0.21% Add +2.1% 5,582,381 $581.7M
JPMorgan Chase & Co. 0.04% Add +3.8% 5,297,386 $552.0M
Charles Schwab Investment Management Inc. 0.09% Add +0.2% 5,221,475 $543.8M
Ameriprise Financial Inc. 0.11% Add +4.0% 4,443,658 $462.6M
Morgan Stanley 0.03% Add +13.5% 4,255,941 $443.5M
Northern Trust Corp. 0.05% Reduce -6.9% 3,726,749 $388.3M
Nuveen, LLC 0.11% Reduce -0.7% 3,674,656 $382.9M
Invesco Ltd. 0.06% Add +4.0% 3,194,297 $332.8M
Envestnet Asset Management Inc. 0.08% Add +7.5% 2,709,291 $282.3M
Legal & General Group Plc 0.07% Add +6.7% 2,609,802 $271.9M
ClearBridge Investments Ltd 5.40% Add +0.5% 2,364,236 $246.4M
PNC Financial Services Group, Inc. 0.16% Reduce -0.5% 2,363,036 $246.2M
Bank of New York Mellon Corp 0.04% Reduce -4.7% 2,122,310 $221.1M
UBS Group AG 0.05% Add +43.8% 2,100,833 $218.9M
Federated Hermes, Inc. 0.40% Add +1.6% 2,030,461 $211.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +20.9% 1,997,714 $208.2M
Earnest Partners LLC 0.93% Add +0.3% 1,983,240 $206.7M
Raymond James Financial Inc. 0.07% Reduce -6.8% 1,827,960 $190.5M
Royal Bank of Canada 0.04% Reduce -4.3% 1,803,735 $187.9M
Citadel Advisors 0.16% Reduce -12.1% 1,711,972 $178.4M
Clearbridge Investments, LLC 0.14% Reduce -2.6% 1,628,429 $169.7M
Mairs & Power Inc. 1.54% Add +7.5% 1,492,528 $155.5M
Goldman Sachs Group Inc. 0.02% Add +55.6% 1,470,469 $153.2M
Confluence Investment Management LLC 2.09% Reduce -1.8% 1,419,075 $147.9M
Principal Financial Group Inc. 0.08% Add +1.0% 1,405,924 $146.5M
Magellan Asset Management Ltd 1.57% Reduce -10.1% 1,317,167 $137.2M
FMR LLC 0.01% Add +4.7% 1,295,945 $135.0M
Franklin Resources Inc. 0.04% Add +13.2% 1,288,832 $134.3M
Caisse de depot et placement du Quebec 0.28% Reduce -0.1% 1,266,980 $132.0M
Stifel Financial Corp. 0.12% Add +0.1% 1,211,055 $126.2M
California Public Employees Retirement System 0.08% Reduce -15.2% 1,195,502 $124.6M
Dimensional Fund Advisors LP 0.03% Add +0.3% 1,186,723 $123.6M
Cohen & Steers, Inc. 0.22% Reduce -24.2% 1,163,760 $121.3M
Duff & Phelps Investment Management Co. 1.37% Reduce -12.0% 1,119,245 $116.6M
Crawford Investment Counsel Inc. 1.99% Reduce -2.7% 1,094,011 $114.0M
CBRE Investment Management Listed Real Assets LLC 1.68% Reduce -0.3% 1,058,230 $110.3M
Point72 Asset Management 0.27% Add +59.6% 1,047,964 $109.2M
Barclays PLC 0.04% Add +31.8% 1,004,010 $104.6M
Westwood Holdings Group Inc. 0.75% Reduce -6.0% 987,623 $102.9M
Cincinnati Insurance Co. 1.71% No change 978,300 $101.9M
Swiss National Bank 0.06% Add +8.3% 965,887 $100.6M
Marshall Wace, LLP 0.12% Add +160.6% 943,962 $98.4M
Bahl & Gaynor LLC 0.49% Reduce -29.8% 926,224 $96.5M
Bessemer Group Inc. 0.16% Add +0.8% 923,107 $96.2M
Sei Investments Co. 0.11% Reduce -2.4% 916,220 $95.5M
LPL Financial LLC 0.03% Add +3.9% 883,663 $92.1M
T. Rowe Price Investment Management, Inc. 0.06% Add +21.0% 857,870 $89.4M
Sumitomo Mitsui Trust Group, Inc. 0.05% Add +1.2% 834,943 $87.0M
Balyasny Asset Management L.P. 0.19% Add +324.1% 774,679 $80.7M
Rathbones Group PLC 0.33% Reduce -4.2% 732,135 $76.3M
Employees Retirement System of Texas 0.68% Add +11.7% 677,533 $70.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.36% Add +6.7% 644,129 $67.1M
Rhumbline Advisers 0.06% Add +0.0% 642,857 $67.0M
Benjamin Edwards Inc. 0.82% Add +1.4% 618,304 $64.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +8.3% 611,329 $63.7M
Gabelli Funds LLC 0.46% Reduce -2.0% 606,870 $63.2M
First Trust Advisors LP 0.05% Reduce -44.4% 597,931 $62.3M
Manufacturers Life Insurance Company, The 0.05% Add +21.1% 555,800 $57.9M
Victory Capital Management Inc. 0.04% Add +34.5% 553,213 $57.6M
HSBC Holdings PLC 0.04% Reduce -6.1% 540,483 $56.2M
Verition Fund Management LLC 0.34% Add +182.3% 537,740 $56.0M
Bank of Montreal 0.03% Reduce -11.0% 535,157 $55.8M
American Century Companies Inc. 0.03% Reduce -50.4% 504,014 $52.5M
T. Rowe Price Associates Inc. 0.01% Reduce -0.2% 503,171 $52.4M
Vaughan David Investments LLC 1.15% Add +0.4% 493,994 $51.5M
Epoch Investment Partners, Inc. 0.24% Reduce -13.1% 454,013 $47.3M
Donaldson Capital Management, LLC 1.71% Add +4.3% 447,861 $46.7M
Energy Income Partners, LLC 0.91% Reduce -0.2% 443,082 $46.2M
AQR Capital Management 0.04% Add +38.0% 445,338 $46.0M
Retirement Systems of Alabama 0.16% Reduce -1.4% 420,243 $43.8M
BNP Paribas Financial Markets 0.03% Reduce -55.9% 417,616 $43.5M
Macquarie Group Ltd. 0.05% Add +3.8% 392,551 $40.9M
Baird Financial Group, Inc. 0.07% Add +33.3% 387,149 $40.3M
California State Teachers Retirement System 0.04% Add +1.8% 382,506 $39.9M
Dearborn Partners LLC 1.89% Add +1.3% 382,369 $39.8M
Natixis Advisors, LLC 0.06% Add +7.0% 382,108 $39.8M
Canada Pension Plan Investment Board 0.03% Add +17.8% 380,981 $39.7M
Amundi 0.01% Add +32.9% 382,413 $39.7M
Vaughan Nelson Investment Management, L.P. 0.36% Reduce -5.3% 369,669 $38.5M
National Pension Service 0.03% Add +1.0% 368,222 $38.4M
Neuberger Berman Group LLC 0.03% Reduce -1.1% 366,742 $38.2M
Campbell Newman Asset Management Inc. 3.00% Add +69.6% 361,394 $37.7M
Alliancebernstein L.P. 0.01% Reduce -10.2% 344,974 $35.9M
Old Republic International Corp. 1.37% No change 336,279 $35.0M
US Bancorp \de 0.04% Add +0.4% 335,799 $35.0M
Qube Research & Technologies Ltd 0.05% Add +477.4% 333,552 $34.8M
Soroban Capital Partners LP 0.33% Reduce -62.6% 328,453 $34.2M
Gateway Investment Advisers LLC 0.37% Add +1.1% 328,176 $34.2M
Citigroup Inc. 0.02% Reduce -13.8% 323,771 $33.7M
Aware Super Pty Ltd as trustee of Aware Super 0.45% Reduce -11.4% 293,300 $30.6M
State Board of Administration of Florida Retirement System 0.05% Add +1.1% 290,856 $30.3M
Korea Investment CORP 0.07% Reduce -17.9% 283,117 $29.5M
Wealth Enhancement Advisory Services, LLC 0.05% Add +13.6% 278,401 $29.0M
STRS Ohio 0.11% Reduce -17.1% 277,060 $28.9M
Mitsubishi UFJ Trust & Banking Corp 0.07% Add +0.6% 276,751 $28.8M
Huntington National Bank 0.25% Add +6.1% 276,670 $28.8M
Russell Investments Group, Ltd. 0.04% Reduce -8.7% 268,050 $27.9M
APG Asset Management N.V. 0.08% Add +72.2% 295,101 $26.2M
HighTower Advisors, LLC 0.03% Add +4.3% 245,640 $25.6M
Country Trust Bank 0.57% Add +0.5% 244,612 $25.5M
New York State Teachers Retirement System 0.05% Add +0.1% 241,911 $25.2M
Pictet Asset Management Holding SA 0.03% Reduce -74.9% 238,946 $24.9M
Linden Advisors LP 2.58% New 235,404 $24.5M
Azimuth Capital Investment Management LLC 0.89% Add +1.1% 228,925 $23.9M
Corient Private Wealth LP 0.03% Reduce -0.4% 226,913 $23.6M
Braun Stacey Associates Inc. 0.84% Add +0.7% 223,285 $23.3M
Osaic Holdings, Inc. 0.04% Add +17.4% 210,607 $22.1M
Commonwealth Equity Services, LLC 0.03% Add +0.4% 210,092 $21.9M
Nisa Investment Advisors, LLC 0.10% Add +0.2% 209,518 $21.8M
1832 Asset Management L.P. 0.04% Reduce -15.4% 203,808 $21.2M
MML Investors Services, LLC 0.06% Add +2.5% 202,474 $21.1M
Ensign Peak Advisors, Inc 0.04% Reduce -16.6% 201,905 $21.0M
Cidel Asset Management Inc. 1.26% Add +1.6% 200,914 $20.9M
Aventail Capital Group, LP 0.92% Add +1.4% 198,923 $20.7M
Empire Life Investments Inc. 1.32% Add +0.0% 198,773 $20.7M
Assenagon Asset Management S.A. 0.03% Add +28.2% 197,250 $20.6M
State of Wisconsin Investment Board 0.05% Reduce -1.6% 193,500 $20.2M
Prudential Financial Inc. 0.03% Add +12.8% 191,809 $20.0M
National Bank of Canada 0.02% Add +27.3% 191,509 $20.0M
Thomasville National Bank 1.33% Reduce -1.7% 187,065 $19.5M
TD Asset Management Inc 0.02% Add +6.3% 186,221 $19.4M
CANADA LIFE ASSURANCE Co 0.03% Reduce -1.4% 181,131 $18.9M
Allianz Asset Management GmbH 0.02% Add +18.6% 176,147 $18.4M
Truist Financial Corp. 0.03% Add +6.0% 174,551 $18.2M
Hennessy Advisors Inc. 0.60% Add +0.6% 173,040 $18.0M
South Street Advisors LLC 2.67% Reduce -1.5% 172,882 $18.0M
Tortoise Capital Advisors, L.L.C. 0.23% Add +767.1% 172,566 $18.0M
Chevy Chase Trust Holdings, LLC 0.05% Add +1.2% 170,287 $17.7M
Millennium Management 0.02% Add +420.3% 168,237 $17.5M
Asset Management One Co., Ltd. 0.05% Reduce -1.5% 167,291 $17.4M
AE Wealth Management LLC 0.12% Reduce -0.1% 163,800 $17.1M
Mariner, LLC 0.02% Add +3.4% 163,591 $17.0M
CIBC Asset Management Inc 0.05% Add +18.3% 162,813 $17.0M
&partners 0.13% Add +38.7% 158,557 $16.5M
Assetmark, Inc. 0.04% Add +40.9% 149,345 $15.6M
Treasurer of the State of North Carolina 0.05% Add +3.1% 149,196 $15.5M
Aberdeen Group plc 0.03% Add +8.3% 147,256 $15.3M
State of Tennessee, Department of Treasury 0.05% Reduce -3.5% 144,771 $15.1M
Allspring Global Investments Holdings, LLC 0.03% Reduce -1.9% 143,085 $15.0M
Van Eck Associates Corp. 0.02% Reduce -14.2% 142,933 $14.9M
Boston Trust Walden Corp 0.11% Add +13.3% 141,921 $14.8M
Toronto Dominion Bank 0.03% Add +23.9% 140,358 $14.6M
Nicolet Advisory Services, LLC 1.24% Add +3.1% 132,541 $14.6M
Resona Asset Management Co.,Ltd. 0.07% Add +6.0% 137,487 $14.3M
Cetera Investment Advisers 0.02% Reduce -11.6% 137,114 $14.3M
Nomura Asset Management Co. Ltd. 0.04% Add +1.8% 134,467 $14.0M
Squarepoint Ops LLC 0.03% Add +1092.8% 134,150 $14.0M
New York State Common Retirement Fund 0.02% Add +0.8% 132,025 $13.8M
Creative Planning 0.01% Reduce -16.3% 128,258 $13.4M
Greenland Capital Management LP 1.79% New 127,798 $13.3M
OMERS ADMINISTRATION Corp 0.10% No change 126,209 $13.2M
Verity & Verity, LLC 1.12% Add +9.7% 124,929 $13.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +41.3% 123,800 $12.9M
Brookstone Capital Management 0.17% Add +0.3% 122,994 $12.8M
Hudson Bay Capital Management LP 0.09% Reduce -24.0% 121,508 $12.7M
DekaBank Deutsche Girozentrale 0.02% Add +3.7% 122,847 $12.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -0.8% 119,196 $12.4M
Teachers Retirement System of the State of Kentucky 0.10% Add +2.9% 113,994 $11.9M
Wealthfront Advisers LLC 0.03% Add +39.1% 113,245 $11.8M
Rockland Trust Co. 0.57% Reduce -2.3% 112,778 $11.8M
Annex Advisory Services, LLC 0.28% Add +0.1% 110,530 $11.5M
AustralianSuper Pty Ltd 0.06% Add +14.1% 108,188 $11.3M
Public Employees Retirement System of Ohio 0.04% Add +9.4% 106,551 $11.1M
O'shaughnessy Asset Management, LLC 0.08% Add +9.7% 105,937 $11.0M
Leeward Investments, LLC - MA 0.58% Reduce -15.2% 105,430 $11.0M
Stratos Wealth Partners, LTD. 0.15% Add +3.8% 102,562 $10.7M
HFR Wealth Management, LLC 2.56% Add +1.2% 101,857 $10.6M
B. Metzler seel. Sohn & Co. AG 0.10% Add +1.5% 100,913 $10.5M
Cambridge Investment Research Advisors, Inc. 0.03% Add +1.2% 100,558 $10.5M
Sanctuary Advisors, LLC 0.06% Add +8.3% 99,627 $10.4M
Los Angeles Capital Management LLC 0.04% Reduce -8.4% 99,502 $10.4M
Comerica Bank 0.04% Add +3.0% 99,297 $10.3M
Forsta Ap-Fonden 0.07% Reduce -4.9% 98,900 $10.3M
Gotham Asset Management 0.06% Add +11.5% 97,313 $10.1M
FIL Ltd 0.01% Add +26.3% 96,953 $10.1M
Quantinno Capital Management LP 0.04% Add +41.9% 96,930 $10.1M
State of New Jersey Common Pension Fund D 0.04% No change 96,771 $10.1M
Cincinnati Specialty Underwriters Insurance CO 2.60% No change 95,000 $9.9M
Voya Investment Management LLC 0.01% Reduce -1.3% 93,724 $9.8M
Arizona State Retirement System 0.06% Add +1.9% 93,263 $9.7M
Thomas Story & Son LLC 3.72% Add +6.7% 92,790 $9.7M
Guardian Capital LP 0.34% Add +17.9% 92,742 $9.7M
Guggenheim Capital LLC 0.08% Reduce -0.8% 89,910 $9.4M
Oppenheimer Asset Management Inc. 0.11% Add +54.2% 89,443 $9.3M
Man Group plc 0.02% Reduce -23.0% 88,027 $9.2M
State of Michigan Retirement System 0.05% Add +0.7% 86,784 $9.0M
Voloridge Investment Management, LLC 0.03% New 86,445 $9.0M
Baillie Gifford & Co. 0.01% Reduce -6.5% 85,886 $8.9M
Franklin, Parlapiano, Turner & Welch, LLC 2.33% Reduce -5.6% 85,582 $8.9M
Mattern Capital Management, LLC 1.06% Add +0.9% 84,753 $8.8M
Fifth Third Bancorp 0.03% Reduce -0.5% 82,321 $8.6M
MetLife Investment Management, LLC 0.05% Reduce -1.4% 81,318 $8.5M
Morgan Dempsey Capital Management LLC 3.51% Reduce -1.2% 80,629 $8.4M
Bartlett & Co. Wealth Management LLC 0.12% Reduce -3.6% 79,957 $8.3M
Commerce Bank 0.05% Add +2.7% 79,514 $8.3M
Janney Montgomery Scott LLC 0.02% Reduce -3.5% 78,219 $8.2M
Brandywine Global Investment Management, LLC 0.06% Reduce -2.4% 78,213 $8.1M
Czech National Bank 0.06% Add +6.9% 78,007 $8.1M
Resolution Capital Ltd 0.16% Add +467.6% 77,460 $8.1M
Vestcor Inc 0.23% Reduce -3.1% 72,450 $7.5M
Dean Investment Associates, LLC 1.10% Reduce -23.7% 72,079 $7.5M
IFM Investors Pty Ltd 0.07% Add +6.0% 70,904 $7.4M
Atria Investments, Inc 0.09% Add +3.7% 69,342 $7.2M
Thompson Investment Management, Inc. 1.01% Reduce -3.2% 68,256 $7.1M
Public Sector Pension Investment Board 0.03% Reduce -22.6% 65,711 $6.8M
Amalgamated Bank 0.05% Add +1.6% 63,686 $6.6M
Albion Financial Group 0.43% Add +1.3% 62,760 $6.5M
Heartland Advisors Inc. 0.36% Reduce -15.8% 62,495 $6.5M
SG Americas Securities, LLC 0.03% Reduce -8.0% 62,081 $6.5M
Susquehanna International Group, LLP 0.01% Add +67.6% 61,615 $6.4M
Avantax Advisory Services, Inc. 0.03% Add +9.8% 59,939 $6.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +1.1% 59,716 $6.2M
1834 Investment Advisors Co. 0.78% Reduce -2.9% 58,929 $6.1M
Teacher Retirement System of Texas 0.03% Add +26.8% 58,638 $6.1M
NewEdge Advisors, LLC 0.03% Add +8.8% 58,364 $6.1M
Merit Financial Group, LLC 0.07% Add +192.8% 57,222 $6.0M
ProShare Advisors LLC 0.01% Add +13.4% 56,716 $5.9M
Bank of Nova Scotia 0.01% Add +19.2% 55,988 $5.8M
D. E. Shaw & Co. 0.01% Reduce -38.6% 55,944 $5.8M
Hunter Perkins Capital Management, LLC 1.37% Reduce -0.3% 55,344 $5.8M
Ontario Teachers Pension Plan Board 0.12% Add +149.6% 55,017 $5.7M
Sagefield Capital LP 0.80% Reduce -38.3% 54,778 $5.7M
Decade Renewable Partners LP 4.54% New 53,680 $5.6M
Xponance LLC 0.05% Add +24.9% 53,554 $5.6M
Orion Porfolio Solutions, LLC 0.05% Add +2.3% 52,458 $5.5M
Utah Retirement Systems 0.06% Reduce -0.1% 52,215 $5.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -17.0% 50,205 $5.2M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.67% Add +50.2% 50,021 $5.2M
American Assets Investment Management, LLC 0.42% No change 50,000 $5.2M
Advisory Services Network, LLC 0.08% Reduce -1.1% 47,607 $5.2M
Yousif Capital Management, LLC 0.06% Reduce -0.2% 49,440 $5.2M
Police & Firemen's Retirement System of New Jersey 0.05% Add +4.8% 48,529 $5.1M
CIBC Private Wealth Group LLC 0.01% Reduce -11.0% 48,506 $5.1M
Motco 0.48% Reduce -3.1% 46,302 $5.1M
Park Avenue Securities LLC 0.05% Reduce -0.4% 47,949 $5.0M
Daiwa Securities Group Inc. 0.02% Add +6.3% 47,866 $5.0M
Point72 Europe (London) LLP 0.26% Add +103.8% 47,700 $5.0M
Kingsview Wealth Management, LLC 0.08% Add +0.3% 47,638 $5.0M
DAVENPORT & Co LLC 0.03% Add +32.9% 47,471 $4.9M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -6.0% 46,781 $4.9M
Harbour Investments, Inc. 0.12% Add +10.6% 44,437 $4.6M
Cerity Partners LLC 0.01% Add +7.3% 44,286 $4.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Reduce -0.3% 44,289 $4.6M
Parr McKnight Wealth Management Group, LLC 0.63% Add +114.1% 44,198 $4.6M
Woodley Farra Manion Portfolio Management Inc. 0.22% Add +0.1% 44,163 $4.6M
S&co Inc. 0.29% No change 44,137 $4.6M
Alley Investment Management Company, LLC 0.55% Add +1.7% 43,593 $4.5M
New York Life Investment Management LLC 0.04% Add +2.1% 43,328 $4.5M
Allworth Financial LP 0.02% Add +22.0% 43,296 $4.5M
Schroder Investment Management Group 0.00% Add +15.1% 43,023 $4.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +11.3% 43,013 $4.5M
Bantamac Capital, LLC 1.61% No change 43,000 $4.5M
Sone Capital Management, LLC 0.41% Add +103.6% 42,606 $4.4M
Keebeck Wealth Management 0.58% Add +53.8% 42,507 $4.4M
Ashton Thomas Private Wealth, LLC 0.16% Add +2.4% 42,249 $4.4M
Bright Rock Capital Management, LLC 0.89% No change 42,000 $4.4M
Blair William & Co. 0.01% Reduce -2.4% 41,998 $4.4M
Morton Community Bank 1.08% Add +3.2% 41,555 $4.3M
Vanguard Personalized Indexing Management, LLC 0.05% Add +27.4% 41,253 $4.3M
Foundations Investment Advisors, LLC 0.07% Add +231.6% 41,280 $4.3M
Rockefeller Capital Management L.P. 0.01% Add +34.4% 41,031 $4.3M
Regions Financial Corp. 0.03% Add +23.4% 41,014 $4.3M
Dorsey & Whitney Trust CO LLC 0.22% Add +40.4% 40,781 $4.2M
Pacer Advisors, Inc. 0.01% Add +38.2% 40,633 $4.2M
Nissay Asset Management Corp. /Japan 0.02% Add +1.5% 40,339 $4.2M
CI Investments Inc. 0.02% Add +358.3% 40,253 $4.2M
USS Investment Management Ltd 0.03% Add +131.2% 40,180 $4.2M
Cibc World Markets Corp. 0.03% Add +5.0% 40,159 $4.2M
KLCM Advisors, Inc. 0.44% Add +4.8% 39,811 $4.1M
Nicholas Company, Inc. 0.07% No change 39,760 $4.1M
Mizuho Markets Americas LLC 0.13% Reduce -34.9% 39,050 $4.1M
Cape Cod Five Cents Savings Bank 0.36% No change 41,221 $4.0M
Glenmede Investment Management, LP 0.02% — 37,973 $4.0M
Alta Capital Management LLC/ 0.22% Reduce -5.0% 37,850 $3.9M
Swiss Life Asset Management Ltd 0.02% Reduce -48.0% 37,795 $3.9M
Alliance Wealth Advisors, LLC 0.95% Add +2.2% 37,787 $3.9M
Richard C. Young & CO., LTD. 0.39% Add +3.9% 37,715 $3.9M
Investment Management Corp of Ontario 0.06% Reduce -58.3% 37,396 $3.9M
United Capital Management of KS, Inc. 0.61% Add +1.8% 37,304 $3.9M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +11.0% 36,976 $3.9M
Mutual of America Capital Management LLC 0.04% Reduce -0.9% 36,592 $3.8M
Steward Partners Investment Advisory, LLC 0.03% Add +4.6% 36,345 $3.8M
Somerset Trust Co 1.22% Reduce -0.2% 35,826 $3.7M
State of Alaska, Department of Revenue 0.04% Reduce -3.8% 35,830 $3.7M
Johnson Financial Group, Inc. 0.17% Add +2.9% 35,602 $3.7M
Mackenzie Financial Corp. 0.00% Reduce -32.7% 35,529 $3.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.08% Reduce -4.2% 35,496 $3.7M
N.E.W. Advisory Services LLC 0.36% Reduce -12.5% 35,135 $3.7M
Zions Bancorporation, National Association 0.20% Reduce -0.7% 35,044 $3.7M
Caption Management, LLC 0.34% New 35,000 $3.6M
Kestra Private Wealth Services, LLC 0.05% Add +1.4% 34,937 $3.6M
Woodline Partners LP 0.02% Add +28.6% 34,520 $3.6M
First American Bank 0.25% Add +5.0% 34,371 $3.6M
Rafferty Asset Management, LLC 0.01% Add +20.0% 34,296 $3.6M
Hennion & Walsh Asset Management, Inc. 0.14% Add +2.9% 34,226 $3.6M
Brentview Investment Management LLC 1.76% Reduce -1.7% 33,452 $3.5M
KBC Group NV 0.01% Add +25.3% 32,983 $3.4M
Premier Fund Managers Ltd 0.12% Add +10.0% 33,000 $3.4M
Castellan Group 0.62% Add +6.3% 32,434 $3.4M
Belpointe Asset Management LLC 0.14% Add +6.5% 31,829 $3.3M
Captrust Financial Advisors 0.01% Add +5.3% 31,729 $3.3M
Kestra Advisory Services, LLC 0.02% Add +18.2% 31,515 $3.3M
Eventide Asset Management, LLC 0.06% Add +17.6% 29,329 $3.3M
Leavell Investment Management, Inc. 0.14% No change 31,031 $3.2M
Cincinnati Casualty Co. 1.71% No change 31,000 $3.2M
Pathstone Holdings, LLC 0.01% Add +10.4% 30,875 $3.2M
Focus Partners Wealth 0.01% Add +38.7% 30,418 $3.2M
Prosperity Consulting Group, LLC 0.23% Reduce -4.1% 30,412 $3.2M
TD Private Client Wealth LLC 0.08% Reduce -3.9% 30,316 $3.2M
Journey Advisory Group, LLC 0.25% Reduce -0.5% 30,264 $3.2M
Public Employees Retirement Association of Colorado 0.01% No change 30,059 $3.1M
Farmers & Merchants Investments Inc. 0.09% Reduce -3.2% 30,018 $3.1M
UniSuper Management Pty Ltd 0.02% Reduce -0.1% 29,814 $3.1M
Marietta Investment Partners LLC 0.68% Add +114.9% 29,736 $3.1M
Centiva Capital, LP 0.20% New 29,132 $3.0M
Metis Global Partners, LLC 0.08% Add +7.6% 28,721 $3.0M
Pinebridge Investments, L.P. 0.02% New 28,438 $3.0M
Concurrent Investment Advisors, LLC 0.06% Add +24.9% 28,299 $2.9M
Susquehanna Portfolio Strategies, LLC 0.06% Add +28.1% 27,952 $2.9M
Oregon Public Employees Retirement Fund 0.05% Add +1.1% 27,553 $2.9M
Lantz Financial LLC 0.71% Reduce -1.0% 27,410 $2.9M
Mercer Global Advisors Inc. 0.01% Add +0.1% 27,221 $2.8M
Rothschild Investment LLC 0.18% Reduce -0.0% 26,929 $2.8M
apricus wealth, LLC 1.63% Add +6.8% 26,850 $2.8M
Mitchell & Pahl Private Wealth, LLC 1.23% Add +1.4% 26,811 $2.8M
Private Advisor Group, LLC 0.01% Add +0.8% 26,746 $2.8M
Bokf, NA 0.04% Reduce -1.6% 26,659 $2.8M
Level Four Advisory Services, LLC 0.10% Reduce -14.2% 26,247 $2.7M
Vident Advisory, LLC 0.03% Add +5.8% 26,227 $2.7M
Patton Fund Management, Inc. 0.59% New 25,938 $2.7M
HighPoint Advisor Group LLC 0.14% Reduce -1.6% 25,910 $2.7M
Brown Advisory Inc. 0.00% Reduce -0.6% 25,757 $2.7M
Principal Securities, Inc. 0.05% Add +8.5% 25,623 $2.7M
NEOS Investment Management LLC 0.03% Add +26.7% 25,400 $2.6M
Shakespeare Wealth Management, LLC 0.71% No change 25,384 $2.6M
Trilogy Capital Inc. 0.13% New 24,971 $2.6M
J.W. Cole Advisors, Inc. 0.06% Add +1.5% 24,929 $2.6M
Mesirow Financial Investment Management, Inc. 0.05% Reduce -48.4% 24,801 $2.6M
Penobscot Investment Management Company, Inc. 0.22% Add +1.5% 24,744 $2.6M
Semmax Financial Advisors Inc. 0.66% Add +2.0% 23,229 $2.6M
Meritage Portfolio Management 0.16% Reduce -2.1% 24,244 $2.5M
World Investment Advisors 0.06% Add +16.0% 24,087 $2.5M
Associated Banc-Corp 0.07% Add +6.9% 23,986 $2.5M
Intech Investment Management LLC 0.02% Add +4.3% 23,512 $2.4M
Polymer Capital Management (US) LLC 0.40% Add +613.9% 23,479 $2.4M
Lido Advisors, LLC 0.01% Add +4.3% 23,465 $2.4M
Smith Group Asset Management, LLC 0.16% Reduce -16.3% 23,440 $2.4M
Empowered Funds, LLC 0.03% Add +39.5% 23,290 $2.4M
Quantbot Technologies LP 0.06% Add +4150.5% 23,250 $2.4M
Broadwater Capital Management LLC 1.88% Add +10320.0% 2,417,440 $2.4M
Independent Advisor Alliance 0.07% Add +3.0% 22,984 $2.4M
Cwm, LLC 0.01% Add +16.1% 22,696 $2.4M
Janus Henderson Group PLC 0.00% Reduce -63.8% 22,691 $2.4M
Global Retirement Partners, LLC 0.06% — 22,612 $2.4M
Meyer Handelman Co. 0.08% Reduce -5.8% 22,550 $2.3M
RFG Advisory, LLC 0.05% Reduce -14.3% 22,257 $2.3M
Sterling Capital Management LLC 0.03% Add +21.9% 22,142 $2.3M
Sit Investment Associates Inc. 0.05% Reduce -0.8% 22,063 $2.3M
Mizuho Securities USA LLC 0.05% — 22,054 $2.3M
Daiichi Life Insurance Co., Ltd. 0.06% Add +24.7% 21,741 $2.3M
Thrivent Financial for Lutherans 0.01% Add +11.6% 21,511 $2.2M
Savant Capital, LLC 0.02% Reduce -2.2% 21,371 $2.2M
Flputnam Investment Management Co. 0.04% Reduce -1.8% 21,332 $2.2M
W1M Asset Management Ltd 0.17% Reduce -47.7% 21,267 $2.2M
Keybank National Association 0.01% Reduce -13.2% 21,037 $2.2M
Drucker Wealth 3.0, LLC 0.42% Reduce -5.3% 21,031 $2.2M
Colonial Trust Co / SC 0.32% Add +0.0% 20,765 $2.2M
Integrated Wealth Concepts LLC 0.02% Add +32.1% 20,665 $2.2M
Kentucky Retirement Systems 0.06% Reduce -6.2% 20,265 $2.1M
Red Cedar Investment Management, LLC 0.26% No change 20,045 $2.1M
Ellenbecker Investment Group 0.34% Add +6.6% 20,022 $2.1M
Stonebridge Financial Group, LLC 0.20% Reduce -0.5% 19,748 $2.1M
KCM Investment Advisors LLC 0.07% Reduce -1.7% 19,657 $2.0M
Ameritas Investment Partners, Inc. 0.06% Add +1.2% 19,490 $2.0M
Nicolet Bankshares Inc. 0.35% Reduce -0.1% 19,370 $2.0M
Advisors Asset Management, Inc. 0.04% Reduce -23.1% 19,335 $2.0M
Hartford Investment Management Co. 0.06% Reduce -0.7% 19,240 $2.0M
Norinchukin Bank, The 0.03% Add +8.2% 19,190 $2.0M
BKM Wealth Management, LLC 0.78% Add +0.9% 19,045 $2.0M
Ascent Group, LLC 0.08% Add +7.4% 19,000 $2.0M
Apollon Financial, LLC 0.42% Add +2.3% 18,995 $2.0M
GAMMA Investing LLC 0.13% Add +12.8% 18,992 $2.0M
Prudential PLC 0.01% Add +225.2% 18,966 $2.0M
Clearstead Trust, LLC 0.37% Reduce -1.2% 18,767 $2.0M
Motley Fool Wealth Management, LLC 0.12% Reduce -23.6% 18,751 $2.0M
Gries Financial LLC 0.35% Add +6.2% 18,547 $1.9M
iA Global Asset Management Inc. 0.03% Add +35.3% 18,333 $1.9M
Pathway Financial Advisers, LLC 0.61% Reduce -0.3% 18,176 $1.9M
Hancock Whitney Corp. 0.04% New 18,119 $1.9M
Campbell Capital Management Inc. 0.73% New 18,000 $1.9M
Spirit of America Management Corp. 0.38% Add +1.4% 17,700 $1.8M
Beverly Hills Private Wealth, LLC 0.35% Add +3.2% 17,587 $1.8M
Caldwell Trust Co 0.18% Reduce -1.1% 17,497 $1.8M
Panagora Asset Management Inc. 0.01% Reduce -23.0% 17,454 $1.8M
Nicholson Wealth Management Group, LLC 1.12% Add +0.3% 17,404 $1.8M
Rodgers Brothers Inc. 0.23% Reduce -24.1% 17,374 $1.8M
M&T Bank Corp 0.01% Reduce -5.3% 17,275 $1.8M
LVW Advisors, LLC 0.20% Add +3.1% 17,262 $1.8M
Geneos Wealth Management Inc. 0.04% Add +43.5% 17,213 $1.8M
Robeco Institutional Asset Management B.V. 0.00% Reduce -21.7% 16,933 $1.8M
Dana Investment Advisors, Inc. 0.06% Reduce -0.9% 16,906 $1.8M
Blue Trust, Inc. 0.02% Add +10.0% 16,841 $1.8M
Hilltop Holdings Inc. 0.11% Add +5.6% 16,822 $1.8M
Louisiana State Employees Retirement System 0.03% Reduce -1.8% 16,800 $1.8M
Royal London Asset Management Ltd. 0.00% No change 16,716 $1.7M
Jones Financial Companies LLLP 0.00% Add +16.8% 16,830 $1.7M
Securian Asset Management, Inc. 0.05% Reduce -1.0% 16,595 $1.7M
D.A. Davidson & Co. 0.01% Add +5.3% 16,539 $1.7M
Wedbush Securities Inc. 0.06% Add +4.2% 16,493 $1.7M
Legato Capital Management LLC 0.20% Add +77.8% 16,482 $1.7M
Farringdon Capital, Ltd. 0.58% New 16,466 $1.7M
Fox Hill Wealth Management 0.88% Add +2.8% 16,378 $1.7M
Matrix Trust Co 0.27% No change 16,352 $1.7M
Gulf International Bank (UK) Ltd 0.06% Reduce -11.7% 16,164 $1.7M
Profund Advisors LLC 0.06% Add +28.2% 16,044 $1.7M
Ameritas Advisory Services, LLC 0.09% Reduce -26.7% 15,929 $1.7M
Mogy Joel R Investment Counsel Inc. 0.09% No change 15,708 $1.6M
Mgo One Seven LLC 0.05% Add +0.3% 15,692 $1.6M
Maryland State Retirement & Pension System 0.04% Add +5.0% 15,524 $1.6M
Miller Howard Investments Inc. 0.05% Add +5.7% 15,339 $1.6M
Ethic Inc. 0.03% Reduce -6.5% 15,498 $1.6M
Crossmark Global Holdings, Inc. 0.03% Reduce -12.2% 15,001 $1.6M
Nordea Investment Management AB 0.00% Add +2.4% 15,055 $1.6M
Great Valley Advisor Group, Inc. 0.03% Reduce -1.6% 14,880 $1.6M
Mediolanum International Funds Ltd 0.02% Reduce -61.1% 14,998 $1.5M
Twin Capital Management Inc. 0.16% Reduce -2.0% 14,840 $1.5M
New Mexico Educational Retirement Board 0.05% No change 14,753 $1.5M
iSAM Funds (UK) Ltd 0.34% New 14,740 $1.5M
Curi Capital, LLC 0.03% New 14,660 $1.5M
Fiduciary Alliance LLC 0.11% Add +54.5% 14,562 $1.5M
Siemens Fonds Invest GmbH 0.09% Reduce -0.3% 14,531 $1.5M
Wealth Alliance, LLC 0.17% Add +0.8% 14,525 $1.5M
Tudor Investment Corporation 0.01% New 14,323 $1.5M
Agf Management Ltd. 0.01% Reduce -1.5% 14,243 $1.5M
Brevan Howard Capital Management LP 0.02% Add +49.2% 14,106 $1.5M
QRG Capital Management, Inc. 0.01% Add +6.2% 14,074 $1.5M
Nations Financial Group Inc, /Ia/ 0.10% Reduce -2.0% 13,956 $1.5M
Cresset Asset Management, LLC 0.01% Reduce -18.9% 13,811 $1.4M
Tounjian Advisory Partners, LLC 0.28% Reduce -1.2% 13,146 $1.4M
ICW Investment Advisors LLC 0.56% Add +1.8% 13,730 $1.4M
GAM Holding AG 0.10% New 13,729 $1.4M
Tiaa Trust, National Association 0.00% Add +0.5% 13,651 $1.4M
South Dakota Investment Council 0.03% No change 13,566 $1.4M
Horizon Investments, LLC 0.02% Add +118.5% 13,398 $1.4M
Heritage Family Offices, LLP 0.70% Add +0.0% 12,961 $1.4M
Beacon Pointe Advisors, LLC 0.01% Reduce -2.0% 13,295 $1.4M
IFP Advisors, Inc 0.04% Reduce -1.1% 13,267 $1.4M
Schmidt P J Investment Management Inc. 0.24% No change 13,182 $1.4M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -77.3% 13,120 $1.4M
UNIVEST FINANCIAL Corp 0.08% Reduce -14.8% 13,098 $1.4M
Stock Yards Bank & Trust Co. 0.05% Reduce -0.6% 12,957 $1.4M
Landaas & Co. /Wi 0.32% Add +0.0% 12,807 $1.3M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +236.1% 12,730 $1.3M
Conning Inc. 0.05% Reduce -0.3% 12,594 $1.3M
Vise Technologies, Inc. 0.05% — 12,590 $1.3M
Bleakley Financial Group, LLC 0.03% Add +14.0% 12,587 $1.3M
Aviso Financial Inc. 0.06% Add +4.5% 12,584 $1.3M
Stablepoint Partners, LLC 0.22% Add +5.7% 12,555 $1.3M
Hantz Financial Services, Inc. 0.02% Add +2.6% 12,549 $1.3M
Cornell Pochily Investment Advisors, Inc. 0.43% Add +4.3% 12,493 $1.3M
Wilmington Savings Fund Society, FSB 0.02% Add +0.9% 12,485 $1.3M
Elo Mutual Pension Insurance Co 0.03% Reduce -35.7% 12,477 $1.3M
NorthRock Partners, LLC 0.03% Add +2.5% 12,332 $1.3M
Cornerstone Advisors, LLC 0.04% No change 12,300 $1.3M
Sigma Planning Corp 0.04% Add +0.5% 12,111 $1.3M
Oppenheimer & Co. Inc. 0.02% Add +22.9% 11,942 $1.2M
Burling Wealth Partners, LLC 0.23% Reduce -12.9% 11,812 $1.2M
Blackhawk Capital Partners, LLC 0.57% Add +1.7% 11,794 $1.2M
Richmond Investment Services, LLC 0.26% Add +92.8% 11,773 $1.2M
Welch & Forbes LLC 0.02% No change 11,748 $1.2M
Legacy Private Trust Co. 0.08% Reduce -1.9% 11,739 $1.2M
Prairie Sky Financial Group LLC 0.67% No change 11,736 $1.2M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -73.7% 11,725 $1.2M
Enhancing Capital LLC 0.93% No change 11,706 $1.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% No change 11,700 $1.2M
Kampmann Melissa S. 0.91% New 11,680 $1.2M
Hummer Financial Advisory Services Inc 0.91% No change 11,622 $1.2M
HM Payson & Co. 0.02% Add +1.6% 11,576 $1.2M
Harbour Investment Management LLC 0.52% Reduce -2.1% 11,430 $1.2M
Susquehanna Fundamental Investments, LLC 0.03% Reduce -83.9% 11,415 $1.2M
McGlone Suttner Wealth Management, Inc. 0.18% Add +0.9% 11,325 $1.2M
Meiji Yasuda Asset Management Co Ltd. 0.06% Reduce -23.8% 11,299 $1.2M
Marks Group Wealth Management, Inc 0.11% Reduce -10.1% 11,206 $1.2M
Portside Wealth Group, LLC 0.17% Reduce -1.5% 11,137 $1.2M
Empirical Finance, LLC 0.06% Add +0.7% 11,117 $1.2M
Fulton Bank, N.A. 0.04% Reduce -4.0% 11,055 $1.2M
Twin City Private Wealth, LLC 0.94% Reduce -4.3% 10,997 $1.1M
PFW Advisors LLC 0.35% Reduce -4.0% 10,952 $1.1M
Venture Visionary Partners LLC 0.04% Add +0.8% 10,931 $1.1M
Icon Wealth Advisors, LLC 0.08% Reduce -0.5% 10,910 $1.1M
Exchange Traded Concepts, LLC 0.01% Add +28.3% 10,909 $1.1M
Trueblood Wealth Management, LLC 0.47% Add +0.1% 10,880 $1.1M
IHT Wealth Management, LLC 0.03% Add +11.2% 10,767 $1.1M
Highview Capital Management LLC 0.43% New 10,635 $1.1M
Citizens Financial Group Inc. 0.02% Add +6.5% 10,629 $1.1M
Rowlandmiller & Partners.adv 0.23% No change 10,591 $1.1M
Summit Financial, LLC 0.02% Add +5.5% 10,466 $1.1M
Harvest Fund Management Co., Ltd 0.05% Add +67.4% 10,191 $1.1M
AlphaCore Capital LLC 0.04% Add +32.3% 10,333 $1.1M
Fiduciary Trust Co 0.01% Reduce -7.1% 10,326 $1.1M
Parsons Capital Management Inc. 0.07% Reduce -87.3% 10,251 $1.1M
Tidal Investments LLC 0.01% Reduce -2.1% 10,207 $1.1M
Aigen Investment Management, LP 0.15% Reduce -9.1% 10,205 $1.1M
Coastal Bridge Advisors, LLC 0.09% New 10,188 $1.1M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.8% 10,180 $1.1M
Apollon Wealth Management, LLC 0.02% Add +4.5% 10,058 $1.0M
Johnson Investment Counsel Inc. 0.01% Reduce -1.4% 10,014 $1.0M
Wealthspire Advisors, LLC 0.01% Reduce -3.3% 9,928 $1.0M
Choreo, LLC 0.01% Add +18.7% 9,915 $1.0M
Security National Bank 0.18% Reduce -0.2% 9,912 $1.0M
Tokio Marine Asset Management Co. Ltd. 0.04% No change 9,818 $1.0M
Pollock Investment Advisors, LLC 0.83% Reduce -10.9% 9,799 $1.0M
Summit Trail Advisors, LLC 0.02% Add +73.1% 9,798 $1.0M
Norden Group LLC 0.11% Reduce -1.1% 9,795 $1.0M
Westpac Banking Corp. 0.07% Reduce -6.0% 9,725 $1.0M
EP Wealth Advisors, LLC 0.01% Add +44.9% 9,698 $1.0M
OV Management LLC 0.85% Reduce -60.3% 9,695 $1.0M
Wealth Architects, LLC 0.10% Reduce -0.5% 9,692 $1.0M
Arkadios Wealth Advisors 0.03% Add +8.5% 9,644 $1.0M
Illinois Municipal Retirement Fund 0.01% Reduce -46.9% 9,623 $1.0M
American State Bank (Iowa) 0.55% No change 9,584 $999K
Diversify Advisory Services, LLC 0.04% Add +130.7% 9,014 $986K
Fullcircle Wealth LLC 0.37% Add +0.6% 8,810 $980K
Intact Investment Management Inc. 0.03% No change 9,400 $979K
Birch Financial Group, LLC 0.78% Add +0.7% 9,385 $978K
Valmark Advisers, Inc. 0.01% Reduce -1.3% 9,308 $970K
Friedenthal Financial 0.53% Add +1151.1% 9,258 $965K
Bank & Trust Co 0.76% Reduce -0.5% 9,232 $962K
Hendershot Investments Inc. 0.13% Reduce -1.6% 9,218 $961K
NewEdge Wealth, LLC 0.01% Add +12.5% 8,555 $947K
Charter Capital Management, LLC\DE 0.55% — 9,043 $942K
Drake & Associates, LLC 0.23% Add +27.4% 9,012 $939K
Precedent Wealth Partners, LLC 0.23% Add +31.3% 8,953 $933K
Wesbanco Bank Inc. 0.03% Add +4.5% 8,940 $932K
HB Wealth Management, LLC 0.01% Reduce -1.3% 8,848 $922K
Private Harbour Investment Management & Counsel, LLC 0.95% Reduce -1.0% 8,822 $919K
Chelsea Counsel Co. 0.45% No change 8,672 $904K
WNY Asset Management, LLC 0.10% Add +0.1% 8,636 $900K
McDonald Partners LLC 0.22% Reduce -2.5% 8,573 $898K
Kentucky Retirement Systems Insurance Trust Fund 0.06% Reduce -6.5% 8,601 $896K
Townsquare Capital LLC 0.09% Reduce -93.6% 8,526 $888K
Vantage Financial Partners, LLC 0.20% Add +0.6% 8,440 $880K
Montag A & Associates Inc. 0.04% No change 8,414 $877K
Carnegie Investment Counsel 0.02% No change 8,403 $876K
Voya Financial Advisors, Inc. 0.09% Add +7.4% 8,483 $875K
Intrua Financial, LLC 0.12% Reduce -1.5% 8,291 $864K
Sound View Wealth Advisors Group, LLC 0.06% Add +1.2% 8,281 $863K
Forvis Mazars Wealth Advisors, LLC 0.02% Add +0.8% 8,218 $856K
Romano Brothers and Company 0.11% Reduce -11.4% 8,206 $855K
Searle & Co. 0.24% No change 8,200 $854K
PFG Investments, LLC 0.05% Add +1.1% 8,148 $849K
Aster Capital Management (DIFC) Ltd 0.19% Add +97.1% 8,135 $848K
Obermeyer Wealth Partners 0.04% Reduce -1.0% 8,103 $844K
FineMark National Bank & Trust 0.03% Reduce -0.3% 8,089 $843K
Group One Trading LLC 0.03% Add +379.4% 8,063 $840K
Meeder Advisory Services, Inc. 0.04% Add +3.2% 8,032 $837K
Patriot Financial Group Insurance Agency, LLC 0.10% Add +5.7% 7,954 $829K
Aristotle Atlantic Partners, LLC 0.03% No change 7,941 $827K
CW Advisors, LLC 0.01% Add +24.3% 7,863 $819K
OneDigital Investment Advisors LLC 0.01% Reduce -10.1% 7,842 $817K
MSH Capital Advisors LLC 0.23% No change 7,786 $811K
Triangle Securities Wealth Management 0.20% Reduce -0.6% 7,777 $810K
Loudon Investment Management, LLC 0.44% Add +7.2% 7,710 $803K
Sierra Summit Advisors LLC 0.14% Reduce -0.1% 7,662 $798K
Greenleaf Trust 0.01% Reduce -6.8% 7,654 $798K
Federation des caisses Desjardins du Quebec 0.00% Add +4.0% 7,632 $795K
Winch Advisory Services, LLC 0.19% Add +0.8% 7,621 $794K
CHICAGO TRUST Co NA 0.11% Add +34.8% 7,613 $793K
Beaton Management Co. Inc. 0.39% No change 7,584 $790K
Alps Advisors Inc. 0.00% Add +125.7% 7,580 $790K
Clifford Swan Investment Counsel LLC 0.03% Add +0.0% 7,555 $787K
NorthCoast Asset Management LLC 0.00% Add +3.4% 7,510 $782K
Qtron Investments LLC 0.10% Reduce -40.6% 7,456 $777K
Venturi Wealth Management, LLC 0.04% Reduce -3.7% 7,412 $772K
Waratah Capital Advisors Ltd. 0.05% Reduce -93.4% 7,364 $767K
Investment House LLC 0.04% No change 7,300 $761K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -46.8% 7,263 $757K
North Star Investment Management Corp. 0.05% Reduce -7.6% 7,256 $756K
SPC Financial, Inc. 0.06% No change 7,242 $755K
Sequoia Financial Advisors, LLC 0.01% Add +12.4% 7,224 $753K
Callan Family Office, LLC 0.02% Add +111.1% 7,204 $751K
Elevated Capital Advisors, LLC 0.21% No change 6,800 $741K
Integrated Advisors Network LLC 0.03% Reduce -0.5% 7,102 $740K
Mufg Securities Americas Inc. 0.06% Add +25.8% 7,073 $737K
VeraBank, N.A. 0.15% New 7,051 $735K
Snowden Capital Advisors LLC 0.02% Reduce -28.0% 7,047 $734K
Steph & Co. 0.24% No change 7,023 $732K
Trust Co. of Toledo NA 0.08% No change 7,014 $731K
Modern Wealth Management, LLC 0.02% Add +3.4% 7,005 $730K
Eastern Bank 0.01% Reduce -2.2% 6,966 $726K
Equitable Holdings, Inc. 0.01% Add +7.7% 6,881 $717K
Farther Finance Advisors, LLC 0.01% Reduce -13.4% 6,861 $715K
Buckley Wealth Management, LLC 0.21% Reduce -0.7% 6,823 $711K
My Legacy Advisors, LLC 0.25% Add +0.8% 6,715 $710K
Raleigh Capital Management Inc. 0.30% Add +1.3% 6,799 $709K
Aquatic Capital Management LLC 0.01% Reduce -87.7% 6,684 $696K
Cerro Pacific Wealth Advisors LLC 0.19% Add +43.7% 6,582 $686K
Fulcrum Asset Management LLP 0.20% — 6,567 $684K
Aptus Capital Advisors, LLC 0.01% Reduce -3.0% 6,553 $683K
Clearstead Advisors, LLC 0.01% Add +11.9% 6,472 $674K
Ti-Trust, Inc. 0.45% No change 6,430 $670K
Bridges Investment Management Inc. 0.01% Add +0.6% 6,406 $668K
Avantax Planning Partners, Inc. 0.02% Reduce -0.3% 6,402 $667K
Csenge Advisory Group 0.04% Add +1.2% 6,198 $666K
Blossom Wealth Management 1.17% Reduce -3.0% 6,349 $662K
Bradley Foster & Sargent Inc. 0.01% Add +4.3% 6,308 $657K
Rehmann Capital Advisory Group 0.04% Add +11.6% 6,291 $656K
Prospera Financial Services Inc 0.01% Add +30.4% 6,267 $654K
North Star Asset Management Inc. 0.03% Add +3.8% 6,158 $642K
Gradient Investments LLC 0.01% Reduce -0.0% 6,140 $640K
IAG Wealth Partners, LLC 0.08% Add +0.0% 6,074 $633K
Turning Point Benefit Group, Inc. 0.48% Add +8.0% 6,068 $632K
PAX Financial Group, LLC 0.12% Reduce -9.8% 6,064 $632K
Graham Capital Management, L.P. 0.02% New 5,981 $623K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -12.5% 5,973 $622K
MAI Capital Management 0.00% Add +4.9% 5,972 $622K
Focus Financial Network, Inc. 0.02% Add +12.9% 5,927 $618K
TBH Global Asset Management, LLC 0.13% Reduce -0.7% 5,916 $616K
Ballentine Partners, LLC 0.01% Add +3.5% 5,901 $615K
Dakota Wealth Management 0.01% Reduce -11.6% 5,852 $610K
Private Trust Co. NA 0.06% Reduce -0.5% 5,820 $606K
MPS Loria Financial Planners, LLC 0.18% Reduce -9.1% 5,803 $605K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.13% Add +169.6% 5,789 $603K
Forum Financial Management, LP 0.01% Add +0.1% 5,786 $603K
Stonebridge Capital Advisors LLC 0.05% Add +40.7% 5,776 $602K
Kesler, Norman & Wride, LLC 0.11% Add +0.1% 5,776 $602K
Compound Planning, Inc. 0.02% Add +9.3% 5,771 $601K
Trivium Point Advisory, LLC 0.07% Reduce -8.6% 5,750 $599K
Natixis 0.00% New 5,718 $596K
Verdence Capital Advisors LLC 0.04% Add +1.6% 5,712 $595K
City State Bank 0.19% Reduce -3.9% 5,668 $591K
Signaturefd, LLC 0.01% Add +4.3% 5,666 $590K
CENTRAL TRUST Co 0.01% Reduce -2.0% 5,664 $590K
Prime Capital Investment Advisors, LLC 0.01% Reduce -18.4% 5,645 $588K
Chicago Capital, LLC 0.01% No change 5,638 $587K
Diversified Trust Co. 0.01% Add +0.4% 5,594 $583K
Picton Mahoney Asset Management 0.01% New 5,583 $582K
Aviva PLC 0.00% Add +6.2% 5,538 $577K
HBK Sorce Advisory LLC 0.02% Add +0.3% 5,502 $573K
Shell Asset Management Co. 0.02% Reduce -40.5% 5,463 $569K
MGB Wealth Management, LLC 0.19% Reduce -4.9% 5,430 $566K
Hutner Capital Management Inc. 0.26% No change 5,427 $565K
Moors & Cabot, Inc. 0.03% Reduce -3.6% 5,418 $565K
Resources Management Corp. /CT/ 0.08% No change 5,409 $564K
CreativeOne Wealth, LLC 0.01% Add +32.2% 5,410 $564K
Nebula Research & Development LLC 0.05% Reduce -46.5% 5,410 $564K
Simplicity Wealth,LLC 0.02% New 5,402 $563K
Robertson Stephens Wealth Management, LLC 0.02% Add +52.8% 5,373 $560K
SYM FINANCIAL Corp 0.06% Add +2.8% 5,327 $555K
Parallel Advisors, LLC 0.01% Add +6.2% 5,320 $554K
Thrive Wealth Management, LLC 0.09% Add +0.3% 5,304 $553K
WoodTrust Financial Corp 0.07% No change 5,289 $551K
Paragon Private Wealth Management, LLC 0.22% Reduce -20.0% 5,243 $546K
Journey Strategic Wealth LLC 0.02% Add +25.4% 5,236 $546K
Waverly Advisors, LLC 0.01% Add +1.1% 5,213 $543K
Boston Family Office LLC 0.04% No change 5,213 $538K
Brass Tax Wealth Management, Inc. 0.10% Add +0.8% 5,152 $537K
Badgley Phelps Wealth Managers, LLC 0.01% Add +9.7% 5,152 $537K
Moneta Group Investment Advisors LLC 0.01% Add +25.4% 5,131 $535K
Advisors Capital Management, LLC 0.01% Add +5.0% 5,097 $531K
Ransom Advisory, Ltd 0.25% Reduce -19.2% 5,050 $526K
Moisand Fitzgerald Tamayo, LLC 0.07% No change 5,033 $524K
Sagespring Wealth Partners, LLC 0.01% Add +25.7% 5,019 $523K
Dark Forest Capital Management LP 0.02% Reduce -85.4% 4,981 $519K
Brown Miller Wealth Management, LLC 0.16% No change 4,940 $515K
Hudock, Inc. 0.08% Add +0.1% 4,917 $512K
Partnership Wealth Management, LLC 0.41% No change 4,900 $511K
Heartland Bank & Trust Co 0.24% Reduce -2.6% 4,896 $510K
Centennial Wealth Advisory LLC 0.16% Reduce -2.3% 4,894 $510K
ProVise Management Group, LLC 0.04% Add +7.7% 4,884 $509K
Alpha Cubed Investments, LLC 0.02% Add +1.2% 4,884 $509K
Faithward Advisors, LLC 0.08% Add +1.7% 4,875 $508K
Mill Capital Management, LLC 0.04% No change 4,824 $503K
Stephens Inc. 0.01% Reduce -1.3% 4,822 $502K
Oarsman Capital, Inc. 0.08% No change 4,807 $501K
Hartford Funds Management Co LLC 0.04% Add +9.3% 4,796 $500K
Laird Norton Wetherby Wealth Management, LLC 0.02% — 4,797 $500K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -45.6% 4,778 $498K
Financial Advisory Partners, LLC 0.16% Reduce -4.0% 4,767 $497K
Daymark Wealth Partners, LLC 0.02% Add +41.5% 4,738 $494K
Moloney Securities Asset Management, LLC 0.06% New 4,730 $493K
Altshuler Shaham Ltd 0.02% Add +37.1% 4,722 $492K
Sterling Investment Advisors LLC 0.26% Reduce -4.7% 3,110 $491K
Dynamic Advisor Solutions LLC 0.02% Reduce -2.0% 4,695 $489K
Financial Advisors Network, Inc. 0.07% Add +3.0% 4,688 $488K
Atria Wealth Solutions, Inc. 0.01% Reduce -50.2% 4,684 $488K
Segment Wealth Management, LLC 0.03% Add +20.6% 4,650 $485K
Haverford Trust Co 0.00% Reduce -3.1% 4,635 $483K
Redmond Asset Management, LLC 0.11% Reduce -2.1% 4,600 $479K
Smith, Moore & Co. 0.04% Reduce -3.1% 4,591 $478K
Chesley Taft & Associates LLC 0.02% Reduce -1.1% 4,561 $475K
SageView Advisory Group, LLC 0.02% Reduce -15.8% 4,416 $475K
Monument Capital Management 0.12% Add +35.6% 4,525 $472K
Moody LYNN Lieberson & Walker, LLC 0.03% Reduce -0.2% 4,521 $471K
Fifth Third Wealth Advisors LLC 0.02% Reduce -5.6% 4,520 $471K
Advisors Management Group Inc. 0.09% Add +0.4% 4,510 $470K
LS Investment Advisors, LLC 0.07% No change 4,482 $467K
McDonough Capital Management, Inc 0.26% No change 4,475 $466K
AlphaStar Capital Management, LLC 0.03% Reduce -28.6% 4,460 $465K
Colonial Trust Advisors 0.04% No change 4,395 $458K
Krane Funds Advisors LLC 0.02% Add +4.7% 4,387 $457K
V-Square Quantitative Management LLC 0.06% Add +11.9% 4,385 $457K
Marshall Investment Management, LLC 2.16% Add +0.8% 4,372 $456K
Fourpath Capital Management, LLC 0.07% No change 4,361 $454K
Danske Bank A/S 0.00% Add +23.3% 4,359 $454K
Blue Barn Wealth, LLC 0.21% Add +3.2% 4,330 $451K
Crewe Advisors LLC 0.06% Add +0.9% 4,304 $449K
Carl P. Sherr & Co., LLC 0.23% No change 4,293 $447K
Tarbox Family Office, Inc. 0.07% Add +0.1% 4,268 $445K
Coldstream Capital Management Inc. 0.01% Add +4.3% 4,252 $443K
EntryPoint Capital, LLC 0.22% New 4,239 $442K
West Family Investments, Inc. 0.11% Reduce -0.0% 4,215 $439K
Mission Wealth Management, LP 0.01% Reduce -3.5% 4,200 $438K
West Paces Advisors Inc. 0.09% Reduce -2.4% 4,191 $437K
Old Second National Bank of Aurora 0.09% No change 4,171 $435K
Plancorp, LLC 0.01% Add +0.4% 4,167 $434K
Florida Trust Wealth Management Co 0.01% Add +3.3% 4,144 $432K
Courier Capital LLC 0.03% Reduce -2.3% 4,086 $426K
Old Mission Investment Co LLC 0.12% No change 4,069 $424K
Bard Financial Services, Inc. 0.05% No change 4,060 $423K
Praxis Investment Management Inc. 0.03% No change 4,050 $422K
Tower Research Capital LLC (TRC) 0.01% Reduce -84.0% 4,032 $420K
Carret Asset Management, LLC 0.04% No change 4,000 $417K
Syon Capital LLC 0.03% Add +83.3% 3,996 $416K
Marble Harbor Investment Counsel, LLC 0.05% No change 3,982 $415K
Schaper Benz & Wise Investment Counsel Inc. 0.03% Add +1.3% 3,980 $415K
Gibbs Wealth Management 0.08% Add +21.1% 3,970 $414K
Bruce & Co., Inc. 0.13% No change 3,945 $411K
Clarius Group, LLC 0.02% Reduce -3.1% 3,936 $410K
Park National Corp. 0.01% Reduce -0.6% 3,928 $409K
Phillips Wealth Planners LLC 0.37% Reduce -2.7% 3,916 $406K
Tyler-Stone Wealth Management 0.07% Reduce -2.5% 3,890 $405K
Revisor Wealth Management LLC 0.15% New 3,823 $404K
Arete Wealth Advisors, LLC 0.03% Reduce -7.6% 3,878 $404K
Smithfield Trust Co 0.02% No change 3,856 $401K
LVZ, Inc. 0.05% No change 3,848 $401K
Quantum Portfolio Management LLC 0.19% Reduce -2.4% 3,845 $401K
Greenfield Savings Bank 0.18% Add +0.7% 3,841 $400K
Brandywine Oak Private Wealth LLC 0.04% No change 3,832 $399K
United Capital Financial Advisors, LLC 0.00% Reduce -7.3% 3,824 $398K
Cary Street Partners Investment Advisory LLC 0.19% Add +0.4% 3,817 $398K
Kiker Wealth Management, LLC 0.22% Reduce -2.8% 3,812 $397K
Appleton Partners Inc. 0.03% Reduce -5.0% 3,806 $397K
Fortis Group Advisors, LLC 0.07% No change 3,805 $396K
Aegis Wealth Management LLC 0.24% No change 3,633 $396K
Horizon Investment Services, LLC 0.17% Add +9.2% 3,791 $395K
Banque Cantonale Vaudoise 0.02% Add +0.4% 3,790 $395K
Certior Financial Group, LLC 0.30% Add +0.2% 3,742 $390K
AdvisorNet Financial, Inc 0.03% Reduce -5.2% 3,736 $389K
Asahi Life Asset Management Co., LTD. 0.23% New 3,730 $389K
Canada Post Corp Registered Pension Plan 0.02% New 3,722 $388K
Insight Wealth Strategies, LLC 0.05% Reduce -1.6% 3,669 $384K
ZWJ Investment Counsel Inc. 0.01% Reduce -4.5% 3,688 $384K
Ascentis Independent Advisors 0.07% Add +6.5% 3,676 $383K
Brooklyn Investment Group 0.05% Add +37.3% 3,668 $382K
WealthTrust Axiom LLC 0.11% No change 3,666 $382K
UMB Bank, n.a. 0.01% Reduce -1.6% 3,660 $381K
Hanson & Doremus Investment Management 0.05% No change 3,659 $381K
Capital Advisors Inc. 0.01% Reduce -1.3% 3,628 $378K
Cornerstone Enterprises, LLC 0.20% No change 3,619 $377K
Alhambra Investment Management LLC 0.19% No change 3,618 $377K
AlphaQuest LLC 0.04% Reduce -42.5% 3,618 $377K
Baader Bank Aktiengesellschaft 0.03% Add +42.7% 3,625 $374K
Regal Investment Advisors LLC 0.03% New 3,518 $367K
GTS Securities LLC 0.02% Reduce -80.0% 3,517 $366K
Perigon Wealth Management, LLC 0.01% Add +11.7% 3,516 $366K
Stonehaven Wealth & Tax Solutions, LLC 0.36% Add +1.6% 3,498 $364K
Premier Path Wealth Partners, LLC 0.05% Add +4.0% 3,469 $361K
Moment Partners, LLC 0.07% Add +4.0% 3,464 $361K
F/m Investments LLC 0.01% Reduce -82.5% 3,461 $361K
LMR Partners LLP 0.01% New 3,455 $360K
Reynders McVeigh Capital Management, LLC 0.02% Reduce -7.8% 3,454 $360K
CWS Financial Advisors, LLC 0.10% Add +4.5% 3,452 $360K
First United Bank & Trust 0.13% New 3,450 $359K
Wolverine Trading, LLC 0.01% New 3,475 $358K
Nilsine Partners, LLC 0.04% Add +0.8% 3,424 $357K
Wealthquest Corp 0.03% Reduce -0.1% 3,420 $356K
Old North State Wealth Management, LLC 0.18% Add +4.1% 3,376 $352K
Strategy Asset Managers LLC 0.07% Reduce -2.2% 3,345 $349K
Summit Asset Management, LLC 0.06% No change 3,335 $348K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -36.1% 3,307 $345K
Prossimo Advisors, LLC 0.28% Reduce -34.3% 3,294 $343K
Choate Investment Advisors 0.01% Add +11.4% 3,282 $342K
SkyOak Wealth, LLC 0.07% No change 3,244 $338K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -42.7% 3,210 $334K
Wedmont Private Capital 0.01% Add +30.9% 3,209 $334K
Independent Financial Group, LLC 0.01% Reduce -13.9% 3,207 $334K
Advisor OS, LLC 0.03% Reduce -1.8% 3,187 $332K
Gryphon Financial Partners LLC 0.04% Reduce -0.3% 3,180 $331K
Western Wealth Management, LLC 0.02% Reduce -0.5% 3,158 $329K
CWA Asset Management Group, LLC 0.01% Add +7.1% 3,156 $329K
MJP Associates Inc. 0.05% Add +0.6% 3,144 $328K
Zacks Investment Management 0.00% Add +0.4% 3,143 $327K
Cigna Investments Inc. 0.06% Reduce -1.4% 3,135 $327K
Sonora Investment Management Group, LLC 0.02% Add +4.2% 3,092 $322K
True Vision MN LLC 0.18% Add +0.8% 3,075 $320K
Crews Bank & Trust 0.05% No change 3,070 $320K
Roberts Financial Services LLC 0.11% New 3,059 $319K
Jacobi Capital Management LLC 0.02% Reduce -6.4% 3,045 $317K
Keystone Financial Group 0.03% No change 3,045 $317K
1ST Source Bank 0.02% Reduce -5.8% 3,021 $315K
Gladstone Institutional Advisory LLC 0.01% Reduce -17.4% 3,015 $314K
Cobblestone Capital Advisors LLC 0.02% Add +5.5% 2,995 $312K
Cypress Wealth Services, LLC 0.06% Add +0.8% 2,994 $312K
Successful Portfolios LLC 0.19% No change 2,985 $311K
International Private Wealth Advisors LLC 0.27% Reduce -8.9% 2,983 $311K
Old National Bancorp 0.01% New 2,983 $311K
Bank of Stockton 0.09% No change 2,982 $311K
Graybill Wealth Management, LTD. 0.10% No change 2,981 $311K
Bingham Private Wealth, LLC 0.29% Reduce -1.8% 2,968 $309K
Beese Fulmer Investment Management, Inc. 0.02% Reduce -0.9% 2,968 $309K
Providence Wealth Advisors, LLC 0.21% Add +4.2% 2,786 $309K
Dahring | Cusmano LLC 0.24% Add +0.8% 2,957 $308K
Financial Advocates Investment Management 0.03% Reduce -46.6% 2,956 $308K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% No change 2,956 $308K
Arax Advisory Partners 0.01% Reduce -4.3% 2,956 $308K
First Bank & Trust 0.05% Add +50.9% 2,950 $307K
Compass Financial Group, INC 0.05% No change 2,938 $306K
Rexford Capital Inc. 0.25% — 2,936 $306K
Isthmus Partners, LLC 0.04% No change 2,929 $305K
Frank, Rimerman Advisors LLC 0.02% Reduce -23.3% 2,926 $305K
Walkner Condon Financial Advisors LLC 0.06% Add +0.8% 2,915 $304K
Checchi Capital Advisers, LLC 0.02% Reduce -2.3% 2,906 $303K
D L Carlson Investment Group Inc. 0.06% Reduce -3.6% 2,900 $302K
Fidelis Capital Partners, LLC 0.03% Add +11.0% 2,750 $302K
Freedom Investment Management, Inc. 0.02% Reduce -18.3% 2,896 $302K
Principle Wealth Partners LLC 0.02% Add +4.5% 2,895 $302K
Blue Chip Partners, LLC 0.02% Reduce -16.1% 2,890 $301K
Continuum Advisory, LLC 0.04% Reduce -33.3% 2,883 $300K
Strategic Investment Advisors / MI 0.03% Add +30.6% 2,872 $299K
Buska Wealth Management, LLC 0.08% No change 2,868 $299K
Beacon Investment Advisors LLC 0.13% Add +5.5% 2,883 $297K
Brady Family Wealth, LLC 0.09% Add +0.1% 2,848 $297K
DSG Capital Advisors, LLC 0.05% No change 2,827 $295K
Cary Street Partners Financial LLC 0.01% Add +69.0% 2,822 $294K
Sowell Financial Services LLC 0.01% Reduce -5.8% 2,804 $292K
Hurlow Wealth Management Group, Inc. 0.08% No change 2,792 $291K
Kovack Advisors, Inc. 0.03% Add +1.2% 2,790 $291K
Aaron Wealth Advisors LLC 0.03% Add +19.7% 2,781 $290K
Capital Asset Advisory Services LLC 0.01% Add +1.4% 2,766 $290K
Axxcess Wealth Management, LLC 0.01% Reduce -66.9% 2,766 $288K
Lodestone Wealth Management LLC 0.14% Reduce -4.4% 2,760 $288K
McCarter Private Wealth Services LLC 0.16% No change 2,758 $287K
Weaver Capital Management LLC 0.07% Reduce -1.0% 2,751 $287K
Quadrant Capital Group LLC 0.01% Reduce -8.2% 2,749 $286K
KOM Wealth Management Group, LLC 0.23% Add +0.2% 2,746 $286K
Kohmann Bosshard Financial Services, LLC 0.03% No change 2,745 $286K
Commerzbank Aktiengesellschaft 0.01% No change 2,729 $285K
Stanley-Laman Group, Ltd. 0.04% Add +15.8% 2,735 $285K
Inspire Investing, LLC 0.03% Reduce -6.0% 2,721 $284K
MTM Investment Management, LLC 0.10% Add +3.6% 2,720 $283K
Patrick M Sweeney & Associates, Inc. 0.19% Add +2.5% 2,703 $282K
First Foundation Advisors 0.01% Reduce -18.1% 2,702 $282K
MBE Wealth Management, LLC 0.12% Add +0.0% 2,698 $281K
Live Oak Private Wealth LLC 0.04% Reduce -0.6% 2,692 $281K
Rwa Wealth Partners, LLC 0.00% Add +11.0% 2,678 $279K
Hibernia Wealth Partners, LLC 0.10% New 2,672 $278K
JGP Wealth Management, LLC 0.03% No change 2,670 $278K
Pitcairn Co. 0.02% Reduce -18.1% 2,662 $277K
Ironwood Investment Counsel, LLC 0.04% Reduce -1.2% 2,654 $277K
Liberty Capital Management, Inc. 0.06% Add +3.8% 2,649 $276K
Wealthcare Advisory Partners LLC 0.01% Reduce -4.5% 2,648 $276K
Bailard, Inc. 0.01% Add +29.2% 2,632 $274K
Skba Capital Management LLC 0.04% Add +17.9% 2,630 $274K
Bowman & Co S.C. 0.12% Add +30.4% 2,614 $272K
Parkside Financial Bank & Trust 0.03% Add +341.6% 2,610 $272K
FSM Wealth Advisors, LLC 0.04% New 2,596 $271K
Legacy Capital Wealth Partners, LLC 0.06% Reduce -5.3% 2,586 $270K
Capital Investment Services of America, Inc. 0.02% Reduce -3.7% 2,586 $269K
Brown Capital Management LLC 0.01% Reduce -69.2% 2,582 $269K
Titleist Asset Management, LLC 0.03% New 2,576 $268K
Chesapeake Asset Management LLC 0.24% Reduce -4.2% 2,571 $268K
Steigerwald, Gordon & Koch Inc. 0.03% No change 2,570 $268K
USA Financial Formulas 0.05% New 2,569 $268K
Pinnacle West Asset Management, Inc. 0.18% No change 2,565 $267K
MassMutual Private Wealth & Trust, FSB 0.01% Add +3.1% 2,561 $267K
Master's Wealth Management Inc. 0.12% New 2,559 $267K
Oxbow Advisors, LLC 0.03% No change 2,553 $266K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -11.0% 2,551 $266K
Norris Perne & French LLP 0.02% No change 2,542 $265K
Hilltop Partners LLC 0.08% Add +7.1% 2,539 $265K
PUREfi Wealth, LLC 0.21% New 2,531 $264K
Gateway Wealth Partners, LLC 0.05% Add +8.5% 2,519 $262K
Great Lakes Advisors, LLC 0.00% Reduce -27.0% 2,511 $262K
Atticus Wealth Management, LLC 0.07% Add +1091.9% 2,503 $261K
Chicago Partners Investment Group LLC 0.01% Add +20.0% 2,388 $260K
First Western Trust Bank 0.01% New 2,490 $259K
Integris Wealth Management, LLC 0.07% No change 2,477 $258K
Argent Trust Co 0.01% Reduce -6.4% 2,472 $258K
Trustmark Bank Trust Department 0.02% New 2,471 $257K
John G Ullman & Associates Inc. 0.04% Reduce -0.6% 2,466 $257K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.10% Reduce -2.0% 2,465 $257K
Independent Wealth Network Inc. 0.09% Add +8.6% 2,464 $257K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 2,465 $257K
Ieq Capital, LLC 0.00% Add +9.7% 2,461 $256K
Voleon Capital Management LP 0.01% New 2,461 $256K
Midwest Professional Planners, LTD. 0.07% No change 2,457 $256K
Glenview Trust Co 0.00% No change 2,453 $256K
Code Waechter LLC 0.18% New 2,446 $255K
Ossiam 0.00% Add +22.4% 2,434 $254K
MBB Public Markets I LLC 0.03% Reduce -18.3% 2,432 $253K
Roman Butler Fullerton & Co. 0.07% No change 2,310 $253K
Busey Bank 0.01% Reduce -0.2% 2,422 $252K
CFS Investment Advisory Services, LLC 0.02% Add +6.5% 2,410 $251K
Ariston Services Group 0.18% Add +8.0% 2,401 $250K
ICONIQ Capital, LLC 0.00% Add +2.1% 2,389 $249K
Midwest Trust Co 0.00% — 2,387 $249K
Keystone Financial Group, Inc. 0.16% Add +0.3% 2,307 $249K
Planning Center, Inc. 0.03% Add +0.0% 2,383 $248K
Navera Investment Management Ltd. 0.00% No change 2,380 $248K
OneAscent Financial Services LLC 0.02% Reduce -0.9% 2,369 $247K
Peapack Gladstone Financial Corp. 0.00% Reduce -63.6% 2,375 $247K
Essex Financial Services, Inc. 0.02% Add +14.3% 2,363 $246K
Liberty Wealth Management LLC 0.04% Add +1.1% 2,340 $244K
Brighton Jones LLC 0.01% Add +6.8% 2,339 $244K
Fiduciary Financial Group, LLC 0.04% Add +3.6% 2,307 $242K
LCNB Corp. 0.09% No change 2,318 $242K
Farmers & Merchants Trust Co of Chambersburg PA 0.08% No change 2,300 $240K
Drive Wealth Management, LLC 0.05% New 2,303 $240K
Martingale Asset Management L P 0.01% New 2,303 $240K
Tower Wealth Partners, Inc. 0.14% Add +1.9% 2,302 $240K
Main Street Financial Solutions, LLC 0.02% Add +0.5% 2,300 $240K
Monetary Management Group Inc. 0.06% No change 2,300 $240K
EverSource Wealth Advisors, LLC 0.01% Add +32.4% 2,299 $240K
RDA Financial Network 0.06% Reduce -3.0% 2,289 $238K
Integrity Alliance, Llc. 0.01% Reduce -64.3% 2,258 $235K
Essex Bank 0.06% No change 2,246 $234K
Balefire, LLC 0.05% New 2,245 $234K
Howe & Rusling Inc. 0.02% Add +5.4% 2,238 $233K
Scott Marsh Financial, LLC 0.09% — 2,232 $233K
Lockerman Financial Group, Inc. 0.31% Reduce -0.1% 2,231 $232K
Mather Group, Llc. 0.00% Add +32.5% 2,203 $230K
Wrapmanager Inc. 0.06% Reduce -3.6% 2,202 $229K
Perkins Coie Trust Co 0.04% Reduce -0.1% 2,202 $229K
Capital Management Corp. 0.04% No change 2,200 $229K
CFM Wealth Partners LLC 0.04% Reduce -2.1% 2,197 $229K
Cozad Asset Management Inc. 0.02% No change 2,194 $229K
Second Line Capital, LLC 0.05% No change 2,193 $229K
Trust Point Inc. 0.02% Add +11.6% 2,186 $228K
Asset Dedication, LLC 0.02% Add +541.1% 2,186 $228K
WealthShield Partners, LLC 0.03% New 2,179 $227K
Longboard Asset Management, LP 0.56% No change 2,177 $227K
Alliance Wealth Advisors, LLC 0.12% Add +1.1% 2,177 $227K
Hager Investment Management Services, LLC 0.13% No change 2,170 $226K
Inspirion Wealth Advisors, LLC 0.03% Reduce -1.6% 2,160 $225K
Blake Schutter Theil Wealth Advisors, LLC 0.26% Reduce -16.5% 2,157 $225K
Duncker Streett & Co. Inc. 0.04% Reduce -13.6% 2,144 $223K
Flagship Harbor Advisors, LLC 0.01% Reduce -7.3% 2,143 $223K
Pine Valley Investments Ltd Liability Co 0.01% Add +3.3% 2,138 $223K
Mowery & Schoenfeld Wealth Management, LLC 0.36% Reduce -48.0% 2,133 $222K
AMG National Trust Bank 0.01% No change 2,119 $221K
TCV Trust & Wealth Management, Inc. 0.02% No change 2,095 $218K
Park Place Capital Corp 0.05% Reduce -7.9% 2,075 $217K
Neville Rodie & Shaw Inc. 0.02% No change 2,078 $217K
Fidelity D & D Bancorp Inc. 0.13% Reduce -8.8% 2,082 $217K
Tyche Wealth Partners LLC 0.04% No change 2,079 $217K
Connecticut Wealth Management, LLC 0.01% Add +0.4% 2,076 $216K
Enterprise Financial Services Corp 0.11% Add +3.1% 2,047 $213K
Plotkin Financial Advisors, LLC 0.12% No change 2,042 $213K
Prudent Investors Network, Inc. 0.06% No change 2,040 $213K
MQS Management LLC 0.12% New 2,033 $212K
Jump Financial, LLC 0.00% Reduce -85.3% 2,033 $212K
WFA Asset Management Corp 0.12% Reduce -46.8% 2,693 $211K
Freestone Grove Partners LP 0.00% No change 2,015 $210K
KilterHowling LLC 0.12% Add +0.9% 2,001 $208K
Tompkins Financial Corp. 0.02% No change 2,000 $208K
High Falls Advisors, Inc 0.05% Add +0.6% 1,999 $208K
ShankerValleau Wealth Advisors, Inc. 0.06% No change 1,993 $208K
Howard Capital Management, LLC 0.00% New 1,992 $208K
Addison Advisors LLC 0.05% Add +2.0% 1,989 $207K
Spirepoint Private Client, LLC 0.02% No change 1,982 $207K
Kera Capital Partners, Inc. 0.04% Add +3.5% 1,977 $206K
Avidian Wealth Enterprises, LLC 0.01% Reduce -0.6% 1,968 $205K
Dividend Assets Capital, LLC 0.04% Reduce -2.1% 1,954 $204K
PFG Advisors 0.01% New 1,952 $203K
Edgemoor Investment Advisors, Inc. 0.02% No change 1,952 $203K
Perpetual Ltd 0.00% No change 1,943 $202K
Pure Financial Advisors, LLC 0.00% New 1,941 $202K
Graypoint LLC 0.01% New 1,919 $200K
Richardson Financial Services Inc. 0.13% Reduce -0.9% 1,806 $189K
First Command Advisory Services, Inc. 0.00% No change 1,794 $187K
Smartleaf Asset Management LLC 0.02% Reduce -6.7% 1,797 $185K
CX Institutional 0.01% Reduce -0.3% 1,763 $184K
State of Wyoming 0.02% Add +5.7% 1,762 $184K
CarsonAllaria Wealth Management, Ltd. 0.10% Add +0.3% 1,726 $180K
Gladwyn Financial Advisors, Inc. 0.13% — 1,666 $174K
Sound Income Strategies, LLC 0.01% Add +384.8% 1,653 $172K
Virtus Investment Advisers, LLC 0.06% Add +3.9% 1,647 $172K
Cape Investment Advisory, Inc. 0.06% Add +0.1% 1,623 $169K
St Germain D J Co. Inc. 0.01% Add +50.9% 1,600 $167K
GPS Wealth Strategies Group, LLC 0.02% Add +16.1% 1,538 $160K
Centaurus Financial, Inc. 0.01% Reduce -0.3% 1,430 $149K
Acadian Asset Management LLC 0.00% No change 1,380 $143K
Financial Perspectives, Inc 0.04% No change 1,338 $139K
JNBA Financial Advisors 0.01% No change 1,313 $137K
Cullen/Frost Bankers, Inc. 0.00% Add +63.4% 1,276 $133K
Operose Advisors LLC 0.04% Add +2.7% 1,274 $133K
Elevation Point Wealth Partners, LLC 0.01% New 1,222 $127K
Financial Network Wealth Advisors LLC 0.15% Add +2.9% 1,188 $124K
Volterra Technologies LP 0.17% — 1,188 $124K
Trust Co. of Vermont 0.01% Add +26.8% 1,188 $124K
CoreCap Advisors, LLC 0.00% Reduce -1.8% 1,173 $122K
Hills Bank & Trust Co 0.01% Reduce -6.8% 1,171 $122K
Larson Financial Group LLC 0.00% Add +30.8% 1,154 $120K
Evermay Wealth Management LLC 0.01% No change 1,128 $118K
GeoWealth Management, LLC 0.00% Add +19.8% 1,119 $117K
TD Waterhouse Canada Inc. 0.00% Add +23.8% 1,104 $116K
RMG Wealth Management LLC 0.02% — 1,059 $114K
Creative Financial Designs Inc. 0.01% Add +19.4% 1,070 $111K
First Horizon Advisors, Inc. 0.00% Reduce -15.2% 1,062 $111K
Intelligent Financial Strategies 0.06% No change 1,059 $110K
TFC Financial Management, Inc. 0.01% No change 1,054 $110K
TCTC Holdings, LLC 0.00% No change 1,018 $106K
NBT Bank, N.A. 0.01% No change 994 $104K
Brown Brothers Harriman & Co. 0.00% Add +38.7% 990 $103K
Pinnacle Bancorp, Inc. 0.03% No change 982 $102K
Tsfg, LLC 0.02% Add +0.1% 975 $102K
Prestige Wealth Management Group LLC 0.02% Add +0.2% 975 $102K
MUFG Securities EMEA plc 0.00% New 936 $98K
Ameriflex Group, Inc. 0.05% Add +4.2% 941 $97K
Cromwell Holdings LLC 0.06% Add +2.5% 930 $97K
Capital Advisors, Ltd. LLC 0.01% No change 913 $95K
Catalyst Capital Advisors LLC 0.00% Add +72.1% 907 $95K
Sentry Investment Management LLC 0.05% No change 909 $94K
First Pacific Financial 0.01% Reduce -4.3% 902 $94K
FSA Wealth Management LLC 0.04% No change 900 $94K
Rossby Financial, LCC 0.03% Reduce -26.6% 877 $91K
Walleye Trading LLC 0.00% Add +66.4% 877 $91K
Virtus Advisers, LLC 0.06% New 870 $91K
Boit C F David 0.04% No change 867 $90K
Clean Yield Group 0.03% No change 867 $90K
Strategic Investment Solutions, Inc. 0.03% Add +0.8% 857 $89K
Mark Sheptoff Financial Planning, LLC 0.05% Add +13.5% 840 $88K
Barrett & Company, Inc. 0.03% Add +53.0% 826 $86K
Loomis Sayles & Co. L P 0.00% New 826 $86K
CYBER HORNET ETFs LLC 0.06% New 830 $86K
Oakworth Capital, Inc. 0.01% No change 809 $84K
Arcadia Investment Management Corp. 0.01% No change 800 $83K
Concord Wealth Partners 0.01% Add +0.5% 781 $81K
OP Asset Management Ltd 0.00% No change 760 $79K
Versant Capital Management, Inc 0.01% Add +0.4% 757 $79K
Independence Bank of Kentucky 0.01% Reduce -11.7% 756 $79K
Manchester Capital Management LLC 0.01% Reduce -0.3% 742 $77K
Atlantic Union Bankshares Corp 0.00% New 740 $77K
GW&K Investment Management, LLC 0.00% Add +18.2% 739 $77K
Lanark Financial, Inc. 0.01% Reduce -2.4% 731 $76K
Strengthening Families & Communities, LLC 0.04% Add +1.3% 694 $72K
TruNorth Capital Management, LLC 0.02% Reduce -26.0% 690 $72K
Robbins Farley 0.03% No change 684 $71K
Ostrum Asset Management 0.00% Reduce -93.2% 682 $71K
Avalon Trust Co 0.01% No change 666 $69K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +32.3% 639 $67K
2UniFi Bank 0.04% No change 632 $66K
Hollencrest Capital Management 0.00% No change 612 $64K
Oliver Lagore Vanvalin Investment Group 0.02% — 578 $63K
Beacon Capital Management, LLC 0.01% Reduce -46.9% 603 $63K
Tanglewood Legacy Advisors, LLC 0.03% No change 600 $63K
Flagship Wealth Advisors, LLC 0.02% No change 600 $63K
Salem Investment Counselors Inc. 0.00% Add +14.1% 591 $62K
New Age Alpha Advisors, LLC 0.00% Reduce -1.0% 590 $61K
Anchor Investment Management, LLC 0.01% No change 587 $61K
St. Johns Investment Management Company, LLC 0.03% No change 580 $60K
GHP Investment Advisors, Inc. 0.00% Add +925.5% 564 $59K
CNB Bank 0.03% Reduce -0.3% 564 $59K
Ancora Advisors LLC 0.00% Add +56.5% 554 $58K
Stephens Consulting, LLC 0.01% Add +1.6% 553 $58K
Simplex Trading, LLC 0.00% New 547 $56K
Bruce G. Allen Investments, LLC 0.04% No change 529 $55K
Perritt Capital Management Inc 0.03% No change 524 $55K
Cherry Tree Wealth Management, LLC 0.01% Reduce -4.9% 521 $54K
Deseret Mutual Benefit Administrators 0.02% No change 488 $51K
SOA Wealth Advisors, LLC. 0.01% No change 480 $50K
Raiffeisen Bank International AG 0.00% Reduce -61.2% 470 $48K
Binnacle Investments Inc 0.03% Add +3.0% 445 $46K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 440 $46K
Essex Investment Management Co. LLC 0.01% No change 430 $45K
Spire Wealth Management 0.00% Reduce -10.5% 425 $44K
Hoey Investments, Inc. 0.01% New 423 $44K
Future Financial Wealth Managment LLC 0.03% No change 403 $42K
Lavaca Capital LLC 0.02% No change 400 $42K
William B. Walkup & Associates, Inc. 0.02% No change 398 $41K
Maryland Capital Advisors Inc. 0.02% Reduce -4.8% 398 $41K
Aventus Investment Advisors, Inc. 0.04% — 380 $40K
WPG Advisers, LLC 0.03% Add +18.5% 378 $39K
Creekmur Asset Management LLC 0.01% No change 378 $39K
Piscataqua Savings Bank 0.03% Reduce -17.6% 378 $39K
Olistico Wealth, LLC 0.02% No change 372 $39K
Rise Advisors, LLC 0.02% Add +151.3% 372 $39K
Whittier Trust Co. 0.00% No change 359 $37K
CVA Family Office, LLC 0.01% Add +4.8% 351 $37K
Walleye Capital LLC 0.00% Reduce -96.0% 349 $36K
Valued Wealth Advisors LLC 0.02% No change 343 $36K
Valley National Advisers Inc. 0.01% No change 338 $35K
Medallion Wealth Advisors, LLC 0.01% No change 332 $35K
Center for Financial Planning, Inc. 0.00% No change 333 $35K
ORG Partners LLC 0.01% Add +65.7% 328 $34K
Pinnacle Financial Partners Inc 0.00% No change 328 $34K
Peoples Financial Services Corp. 0.02% No change 326 $34K
NewSquare Capital LLC 0.00% Add +60.5% 305 $32K
Silvant Capital Management LLC 0.00% No change 290 $30K
Atlantic Private Wealth, LLC 0.02% Add +1.1% 287 $30K
New England Capital Financial Advisors LLC 0.01% Add +265.8% 278 $29K
Prudent Man Investment Management, Inc. 0.02% No change 300 $28K
LOM Asset Management Ltd 0.01% — 265 $28K
Osterweis Capital Management Inc. 0.00% New 262 $27K
Princeton Global Asset Management LLC 0.01% Add +0.4% 262 $27K
Coastline Trust Co 0.00% Reduce -14.4% 261 $27K
Plante Moran Financial Advisors, LLC 0.00% No change 256 $27K
Hughes Financial Services, LLC 0.00% Reduce -5.8% 242 $27K
Capital A Wealth Management, LLC 0.29% Add +5116.7% 313 $26K
Rosenberg Matthew Hamilton 0.01% No change 252 $26K
Grove Bank & Trust 0.00% Add +52.4% 250 $26K
Bayforest Capital Ltd 0.01% New 246 $26K
CoreFirst Bank & Trust 0.01% New 245 $26K
Opal Wealth Advisors, LLC 0.01% Reduce -17.2% 240 $25K
Covestor Ltd 0.01% Add +1.7% 244 $25K
Truvestments Capital LLC 0.00% No change 233 $24K
Scarborough Advisors, LLC 0.00% New 230 $24K
Boyd Watterson Asset Management LLC 0.01% No change 228 $24K
Gen-Wealth Partners Inc 0.01% No change 225 $23K
Hemington Wealth Management 0.00% Add +12.0% 224 $23K
Summit Securities Group LLC 0.01% New 215 $22K
Alpine Bank Wealth Management 0.00% No change 214 $22K
Nova Wealth Management, Inc. 0.02% Reduce -9.4% 212 $22K
HHM Wealth Advisors, LLC 0.00% Reduce -3.8% 203 $21K
Bank of New Hampshire 0.01% No change 200 $21K
NFSG Corp 0.00% Add +8.9% 196 $20K
Wolff Wiese Magana LLC 0.01% No change 193 $20K
MV Capital Management, Inc. 0.00% No change 192 $20K
GoalVest Advisory LLC 0.00% New 190 $20K
Briaud Financial Planning Inc 0.01% Add +61.4% 184 $19K
Hoese & Co LLP 0.02% New 180 $19K
First Community Trust NA 0.01% No change 166 $17K
Costello Asset Management, INC 0.01% No change 154 $16K
SBI Securities Co., Ltd. 0.00% Add +8.8% 148 $15K
Fortitude Family Office, LLC 0.01% Add +29.2% 146 $15K
Cornerstone Planning Group LLC 0.00% Reduce -28.6% 135 $15K
Quintet Private Bank (Europe) S.A. 0.00% New 140 $15K
Bogart Wealth, LLC 0.00% Add +308.8% 139 $14K
Christopher J. Hasenberg, Inc 0.01% No change 137 $14K
Dunhill Financial, LLC 0.00% Add +76.6% 136 $14K
Midwest Capital Advisors, LLC 0.01% No change 136 $14K
Raffa Wealth Management, LLC 0.00% Add +230.0% 132 $14K
Ridgewood Investments LLC 0.01% Reduce -92.6% 128 $13K
Rogco, LP 0.00% No change 126 $13K
CGC Financial Services, LLC 0.00% No change 120 $13K
Kimelman & Baird, LLC 0.00% No change 116 $12K
Pacifica Partners Inc. 0.00% Add +333.3% 117 $12K
Financial Management Professionals, Inc. 0.00% No change 114 $12K
DHJJ Financial Advisors, Ltd. 0.00% No change 112 $12K
Sachetta, LLC 0.00% Add +36.3% 109 $11K
Strategic Wealth Partners, Ltd. 0.00% — 109 $11K
Sittner & Nelson, LLC 0.00% No change 107 $11K
Key Financial Inc 0.00% No change 106 $11K
Lazard Asset Management LLC 0.00% Add +7.5% 115 $11K
Mendota Financial Group, LLC 0.01% No change 105 $11K
Twin Peaks Wealth Advisors, LLC 0.00% New 99 $11K
Front Row Advisors LLC 0.00% No change 102 $11K
PFS Partners, LLC 0.01% New 101 $11K
HighMark Wealth Management LLC 0.01% No change 100 $10K
Chilton Capital Management LLC 0.00% Reduce -36.7% 100 $10K
Park Square Financial Group, LLC 0.01% No change 99 $10K
JFS Wealth Advisors, LLC 0.00% No change 97 $10K
Hazlett, Burt & Watson, Inc. 0.00% Reduce -47.0% 96 $10K
Evolution Wealth Management Inc. 0.01% — 94 $10K
Stone House Investment Management, LLC 0.00% New 90 $9K
MilWealth Group LLC 0.00% No change 89 $9K
LFA - Lugano Financial Advisors SA 0.01% No change 85 $9K
Activest Wealth Management 0.00% Reduce -1.2% 83 $9K
Solstein Capital, LLC 0.00% No change 82 $9K
Total Investment Management Inc. 0.00% New 82 $9K
Sierra Ocean, LLC 0.01% Reduce -38.2% 81 $8K
Richard W. Paul & Associates, LLC 0.00% Reduce -1.2% 80 $8K
Murphy & Mullick Capital Management Corp 0.01% Add +1.3% 80 $8K
Bellwether Advisors, LLC 0.00% New 79 $8K
Harbor Investment Advisory, LLC 0.00% No change 79 $8K
Marshall & Sterling Wealth Advisors Inc. 0.01% New 74 $8K
Golden State Wealth Management, LLC 0.00% No change 71 $7K
Howard Hughes Medical Institute 0.00% New 68 $7K
Horizon Bancorp Inc. 0.00% No change 68 $7K
Millstone Evans Group, LLC 0.00% No change 67 $7K
LRI Investments, LLC 0.00% No change 67 $7K
Darwin Wealth Management, LLC 0.00% No change 64 $7K
Legacy Investment Solutions, LLC 0.00% — 62 $6K
Legacy Wealth Managment, LLC 0.00% No change 62 $6K
Mid-American Wealth Advisory Group, Inc. 0.00% New 62 $6K
Reyes Financial Architecture, Inc. 0.01% No change 61 $6K
GFG Capital, LLC 0.00% New 60 $6K
1620 Investment Advisors, Inc. 0.00% No change 59 $6K
Whittier Trust Co. of Nevada Inc. 0.00% Add +154.6% 56 $6K
Abound Wealth Management 0.00% No change 55 $6K
Silicon Valley Capital Partners 0.00% New 55 $6K
Whipplewood Advisors, LLC 0.00% Add +575.0% 54 $6K
Barnes Dennig Private Wealth Management LLC 0.01% No change 53 $6K
Essential Partners LLC 0.00% — 49 $5K
Keener Financial Planning LLC 0.00% No change 50 $5K
Avion Wealth 0.00% Add +96.5% 57 $5K
True Wealth Design, LLC 0.00% Reduce -16.1% 47 $5K
Investors Research Corp 0.00% No change 47 $5K
Sunbelt Securities, Inc. 0.00% Reduce -96.3% 51 $5K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 45 $5K
Retirement Wealth Solutions LLC 0.00% Add +2.3% 44 $5K
Glen Eagle Advisors, LLC 0.00% No change 40 $4K
SouthState Bank Corp 0.00% Reduce -71.0% 40 $4K
Ogorek Anthony Joseph /NY/ 0.00% No change 40 $4K
Wood Tarver Financial Group, LLC 0.00% No change 45 $4K
IMG Wealth Management, Inc. 0.00% New 36 $4K
Private Wealth Management Group, LLC 0.00% No change 34 $4K
Trifecta Capital Advisors, LLC 0.00% No change 34 $4K
Private Wealth Asset Management, LLC 0.00% No change 34 $4K
Global Trust Asset Management, LLC 0.00% No change 32 $3K
Highline Wealth Partners LLC 0.00% Reduce -6.1% 31 $3K
WealthTrak Capital Management LLC 0.00% Add +20.0% 30 $3K
Iron Horse Wealth Management, LLC 0.00% No change 29 $3K
Bell Investment Advisors, Inc 0.00% Add +123.1% 29 $3K
McIlrath & Eck, LLC 0.00% No change 27 $3K
Missouri Trust & Investment Co 0.00% No change 26 $3K
Kilter Group LLC 0.00% New 24 $3K
CBIZ Investment Advisory Services, LLC 0.00% New 21 $2K
Archer Investment Corp 0.00% No change 21 $2K
Dagco, Inc. 0.00% No change 20 $2K
Rialto Wealth Management, LLC 0.00% Add +81.8% 20 $2K
Centerpoint Advisors, LLC 0.00% New 18 $2K
Penserra Capital Management LLC 0.00% Reduce -99.7% 27 $2K
Wealth Preservation Advisors, LLC 0.00% Reduce -20.8% 19 $2K
Pineridge Advisors LLC 0.00% No change 18 $2K
Physician Wealth Advisors, Inc. 0.00% New 17 $2K
Clark Wealth Partners 0.00% No change 17 $2K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -56.8% 16 $2K
Logan Capital Management Inc. 0.00% No change 15 $2K
Aspect Partners, LLC 0.00% No change 15 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +87.5% 15 $2K
Dogwood Wealth Management LLC 0.00% Add +25.0% 15 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +225.0% 13 $1K
YANKCOM Partnership 0.00% New 12 $1K
S&T Bank 0.00% New 12 $1K
SJS Investment Consulting Inc. 0.00% Reduce -42.1% 11 $1K
Principia Wealth Advisory, LLC 0.00% Add +42.9% 10 $1K
Parkworth Wealth Management, Inc. 0.00% Add +125.0% 9 $938
Bare Financial Services, Inc 0.00% New 9 $938
Cheviot Value Management, LLC 0.00% No change 8 $883
HFM Investment Advisors, LLC 0.00% Add +133.3% 7 $729
American Capital Advisory, LLC 0.00% Add +100.0% 6 $626
Quest 10 Wealth Builders, Inc. 0.00% Reduce -37.5% 5 $521
Nvwm, LLC 0.00% Reduce -50.0% 5 $521
Quaker Wealth Management, LLC 0.00% — 3 $313
IMA Advisory Services, Inc. 0.00% New 3 $313
Tortoise Investment Management, LLC 0.00% New 3 $313
Signature Resources Capital Management, LLC 0.00% New 2 $208

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