WEC Energy GroupWEC

13F holders, Q3 2025 (September 30)
1,293holders +37
124new positions
75sold out
6famous investors
$114.41avg. 13F price*

At the end of Q3 2025, 1,293 institutions reported holding WEC Energy Group Inc. (WEC) in their 13F filings, up 37 from Q2 2025. 124 opened new positions and 75 sold out. The largest holders were Vanguard Group Inc. ($4.6B), BlackRock, Inc. ($3.5B) and State Street Corp. ($2.3B). 6 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions124$248.8M
Exits75$189.4M

All 13F filers, Q2 2025 → Q3 2025: 15,641,367 shares bought and 11,904,307 shares sold, net +3,737,060 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,293 holders

Vanguard Group Inc. 0.07% Add +0.8% 40,280,324 $4.6B
BlackRock, Inc. 0.06% Add +1.8% 30,378,211 $3.5B
State Street Corp. 0.08% Reduce -1.2% 20,245,284 $2.3B
Wellington Management Group LLP 0.20% Reduce -4.3% 10,118,901 $1.2B
Geode Capital Management, LLC 0.06% Add +1.8% 8,749,446 $998.7M
Wells Fargo & Company 0.19% Add +2.1% 8,235,951 $943.8M
Bank of America Corp. 0.06% Add +0.3% 7,272,393 $833.3M
Deutsche Bank AG 0.23% Add +6.9% 5,965,571 $683.6M
Charles Schwab Investment Management Inc. 0.10% Add +1.2% 5,284,394 $605.4M
JPMorgan Chase & Co. 0.04% Reduce -6.4% 4,957,762 $568.1M
Ameriprise Financial Inc. 0.13% Add +7.7% 4,786,414 $550.2M
Clearbridge Investments, LLC 0.39% Add +177.8% 4,522,972 $518.3M
Invesco Ltd. 0.08% Add +38.7% 4,431,281 $507.8M
Morgan Stanley 0.03% Reduce -3.6% 4,103,564 $470.2M
Nuveen, LLC 0.12% Add +6.5% 3,912,725 $448.4M
Northern Trust Corp. 0.05% Reduce -3.6% 3,592,242 $411.6M
Envestnet Asset Management Inc. 0.10% Add +12.4% 3,046,591 $349.1M
Legal & General Group Plc 0.07% Add +3.4% 2,697,248 $309.1M
PNC Financial Services Group, Inc. 0.18% Add +9.6% 2,589,930 $296.8M
Bank of New York Mellon Corp 0.04% Reduce -1.0% 2,100,651 $240.7M
Federated Hermes, Inc. 0.41% Add +0.2% 2,033,620 $233.0M
Earnest Partners LLC 0.91% Reduce -7.8% 1,828,168 $209.5M
Goldman Sachs Group Inc. 0.03% Add +24.0% 1,823,690 $209.0M
Raymond James Financial Inc. 0.07% Reduce -0.9% 1,810,786 $207.5M
Mairs & Power Inc. 1.93% Add +20.2% 1,793,851 $205.6M
Royal Bank of Canada 0.04% Reduce -2.4% 1,759,818 $201.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -15.4% 1,689,843 $193.6M
Citadel Advisors 0.13% Reduce -18.1% 1,401,645 $160.6M
Confluence Investment Management LLC 2.27% Reduce -2.0% 1,390,656 $159.4M
Principal Financial Group Inc. 0.08% Reduce -2.4% 1,371,709 $157.2M
UBS Group AG 0.03% Reduce -36.1% 1,342,265 $153.8M
Caisse de depot et placement du Quebec 0.27% Add +4.7% 1,326,668 $152.0M
Magellan Asset Management Ltd 1.77% Reduce -1.2% 1,300,826 $149.1M
FMR LLC 0.01% Add +0.3% 1,300,043 $149.0M
CBRE Investment Management Listed Real Assets LLC 2.03% Add +17.1% 1,239,002 $142.0M
Franklin Resources Inc. 0.04% Reduce -5.3% 1,221,066 $139.9M
Dimensional Fund Advisors LP 0.03% Add +2.5% 1,217,003 $139.5M
Stifel Financial Corp. 0.12% Reduce -3.2% 1,172,020 $134.3M
Crawford Investment Counsel Inc. 2.09% Add +0.6% 1,100,872 $126.1M
Soroban Capital Partners LP 1.03% Add +234.3% 1,097,900 $125.8M
Duff & Phelps Investment Management Co. 1.34% Reduce -8.1% 1,028,768 $117.9M
Cincinnati Insurance Co. 1.74% No change 978,300 $112.1M
California Public Employees Retirement System 0.07% Reduce -19.6% 960,632 $110.1M
Balyasny Asset Management L.P. 0.23% Add +22.4% 948,363 $108.7M
LPL Financial LLC 0.03% Add +5.7% 934,078 $107.0M
Bessemer Group Inc. 0.16% Reduce -0.2% 920,942 $105.5M
Swiss National Bank 0.06% Reduce -4.8% 919,887 $105.4M
Cohen & Steers, Inc. 0.19% Reduce -22.4% 903,258 $103.5M
Westwood Holdings Group Inc. 0.74% Reduce -9.8% 891,004 $102.1M
Bahl & Gaynor LLC 0.50% Reduce -5.2% 878,339 $100.6M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +0.5% 838,782 $96.1M
Sei Investments Co. 0.10% Reduce -10.8% 817,208 $93.6M
First Trust Advisors LP 0.06% Add +26.3% 754,939 $86.5M
Rathbones Group PLC 0.35% Add +2.3% 748,935 $85.8M
BNP Paribas Financial Markets 0.06% Add +70.2% 710,722 $81.4M
Barclays PLC 0.03% Reduce -30.7% 695,590 $79.7M
Marshall Wace, LLP 0.09% Reduce -26.6% 692,536 $79.4M
Employees Retirement System of Texas 0.73% Reduce -0.9% 671,333 $76.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.37% Add +0.9% 649,689 $74.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +4.1% 636,134 $72.9M
Rhumbline Advisers 0.06% Reduce -1.7% 631,863 $72.4M
Benjamin Edwards Inc. 0.81% Add +0.9% 623,624 $71.5M
Freestone Grove Partners LP 0.53% Add +30697.3% 620,565 $71.1M
AQR Capital Management 0.04% Add +34.4% 598,723 $68.5M
Gabelli Funds LLC 0.47% Reduce -1.9% 595,570 $68.2M
Bank of Montreal 0.03% Add +2.1% 546,593 $62.6M
HSBC Holdings PLC 0.04% Reduce -0.7% 536,917 $61.4M
T. Rowe Price Associates Inc. 0.01% Add +1.1% 508,452 $58.3M
American Century Companies Inc. 0.03% Reduce -0.9% 499,486 $57.2M
Vaughan David Investments LLC 1.21% Reduce -0.8% 490,047 $56.2M
Qube Research & Technologies Ltd 0.08% Add +40.0% 466,800 $53.5M
Canada Pension Plan Investment Board 0.04% Add +21.1% 461,523 $52.9M
Epoch Investment Partners, Inc. 0.29% Add +1.2% 459,515 $52.7M
Amundi 0.02% Add +18.1% 451,768 $51.8M
Donaldson Capital Management, LLC 1.62% Reduce -0.1% 447,504 $51.3M
Energy Income Partners, LLC 0.98% Add +0.3% 444,496 $50.9M
Victory Capital Management Inc. 0.03% Reduce -20.3% 441,105 $50.5M
Retirement Systems of Alabama 0.16% Add +0.0% 420,422 $48.2M
Vaughan Nelson Investment Management, L.P. 0.44% Add +13.5% 419,574 $48.1M
Alliancebernstein L.P. 0.01% Add +18.3% 407,986 $46.8M
Neuberger Berman Group LLC 0.03% Add +9.5% 401,607 $46.0M
Baird Financial Group, Inc. 0.07% Add +3.4% 400,391 $45.9M
Natixis Advisors, LLC 0.07% Add +2.0% 389,790 $44.7M
Macquarie Group Ltd. 0.05% Reduce -1.9% 384,919 $44.1M
California State Teachers Retirement System 0.05% Add +0.3% 383,517 $43.9M
Dearborn Partners LLC 2.05% Reduce -0.1% 381,925 $43.8M
Russell Investments Group, Ltd. 0.05% Add +41.9% 380,247 $43.6M
National Pension Service 0.03% Add +0.8% 370,999 $42.5M
Campbell Newman Asset Management Inc. 3.10% Add +2.2% 369,433 $42.3M
ExodusPoint Capital Management, LP 0.58% New 364,457 $41.8M
Hudson Bay Capital Management LP 0.29% Add +192.8% 355,711 $40.8M
Massachusetts Financial Services Co. 0.01% New 352,234 $40.4M
US Bancorp \de 0.05% Add +0.5% 337,504 $38.7M
Old Republic International Corp. 1.43% No change 336,279 $38.5M
Citigroup Inc. 0.03% Reduce -0.5% 322,201 $36.9M
Gateway Investment Advisers LLC 0.34% Reduce -6.0% 308,335 $35.3M
Wealth Enhancement Advisory Services, LLC 0.05% Add +6.4% 296,340 $34.1M
Manufacturers Life Insurance Company, The 0.03% Reduce -47.1% 293,784 $33.7M
Adage Capital Partners Gp, L.L.C. 0.05% New 293,008 $33.6M
State Board of Administration of Florida Retirement System 0.06% Reduce -1.7% 285,813 $32.8M
Man Group plc 0.06% Add +222.3% 283,748 $32.5M
Verition Fund Management LLC 0.19% Reduce -49.5% 271,400 $31.1M
Huntington National Bank 0.25% Reduce -1.9% 271,348 $31.1M
Mitsubishi UFJ Trust & Banking Corp 0.07% Reduce -2.2% 270,680 $31.0M
Nisa Investment Advisors, LLC 0.12% Add +28.6% 269,537 $30.9M
Healthcare of Ontario Pension Plan Trust Fund 0.06% Add +1964.0% 262,741 $30.1M
APG Asset Management N.V. 0.08% Add +0.4% 296,201 $28.9M
MML Investors Services, LLC 0.08% Add +21.5% 246,060 $28.2M
HighTower Advisors, LLC 0.03% Reduce -0.5% 244,539 $28.0M
New York State Teachers Retirement System 0.05% Add +0.0% 241,946 $27.7M
Country Trust Bank 0.60% Reduce -1.7% 240,503 $27.6M
Aventail Capital Group, LP 1.31% Add +20.6% 239,884 $27.5M
STRS Ohio 0.10% Reduce -13.7% 239,137 $27.4M
Reaves W H & Co. Inc. 0.48% New 236,000 $27.0M
Susquehanna Portfolio Strategies, LLC 0.42% Add +727.3% 231,237 $26.5M
Azimuth Capital Investment Management LLC 0.94% Reduce -0.1% 228,733 $26.2M
Braun Stacey Associates Inc. 0.84% Add +0.7% 224,790 $25.8M
Osaic Holdings, Inc. 0.04% Add +11.1% 233,956 $25.7M
Cetera Investment Advisers 0.03% Add +58.7% 217,638 $24.9M
Corient Private Wealth LP 0.04% Reduce -4.6% 216,483 $24.8M
Korea Investment CORP 0.05% Reduce -23.9% 215,604 $24.7M
Greenland Capital Management LP 3.93% Add +75.3% 224,038 $24.3M
Cidel Asset Management Inc. 1.36% Add +2.8% 206,513 $23.7M
Boston Trust Walden Corp 0.17% Add +42.8% 202,588 $23.2M
Empire Life Investments Inc. 1.33% Add +0.1% 198,926 $22.8M
Mediolanum International Funds Ltd 0.23% Add +1184.8% 192,695 $22.0M
1832 Asset Management L.P. 0.04% Reduce -6.3% 190,941 $21.9M
Thomasville National Bank 1.37% Add +1.7% 190,264 $21.8M
Rakuten Investment Management, Inc. 0.08% — 497,671 $21.5M
TD Asset Management Inc 0.02% Add +0.0% 186,273 $21.3M
CANADA LIFE ASSURANCE Co 0.03% Add +0.8% 182,533 $20.8M
Prudential Financial Inc. 0.02% Reduce -6.0% 180,252 $20.7M
South Street Advisors LLC 2.69% Add +3.5% 178,917 $20.5M
Commonwealth Equity Services, LLC 0.03% Reduce -15.3% 177,891 $20.4M
Gotham Asset Management 0.09% Add +82.5% 177,572 $20.3M
Truist Financial Corp. 0.03% Add +1.7% 177,485 $20.3M
Allianz Asset Management GmbH 0.02% Reduce -0.6% 175,031 $20.1M
Squarepoint Ops LLC 0.04% Add +30.1% 174,546 $20.0M
Tortoise Capital Advisors, L.L.C. 0.25% Reduce -0.2% 172,174 $19.7M
DDD Partners, LLC 1.25% New 172,033 $19.7M
AE Wealth Management LLC 0.13% Add +4.9% 171,770 $19.7M
Assetmark, Inc. 0.04% Add +14.4% 170,870 $19.6M
Asset Management One Co., Ltd. 0.06% Add +1.9% 170,513 $19.5M
State of Wisconsin Investment Board 0.04% Reduce -12.5% 169,348 $19.4M
National Bank of Canada 0.02% Reduce -12.8% 166,966 $19.1M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -2.5% 165,945 $19.0M
CIBC Asset Management Inc 0.05% Add +0.8% 164,105 $18.8M
Pictet Asset Management Holding SA 0.02% Reduce -31.6% 163,463 $18.7M
Mariner, LLC 0.02% Reduce -1.3% 161,542 $18.5M
&partners 0.12% Add +0.9% 160,019 $18.4M
Aberdeen Group plc 0.03% Add +7.0% 157,553 $18.0M
Weiss Asset Management LP 0.31% New 152,211 $17.4M
Hennessy Advisors Inc. 0.60% Reduce -12.4% 151,540 $17.4M
Van Eck Associates Corp. 0.02% Add +4.0% 148,581 $17.0M
Treasurer of the State of North Carolina 0.05% Reduce -3.8% 143,604 $16.5M
Allspring Global Investments Holdings, LLC 0.03% Add +1.5% 145,281 $16.4M
Ensign Peak Advisors, Inc 0.03% Reduce -29.8% 141,820 $16.3M
Quantinno Capital Management LP 0.04% Add +43.0% 138,617 $15.9M
Nicolet Advisory Services, LLC 1.21% Add +1.5% 134,516 $15.5M
Nomura Asset Management Co. Ltd. 0.04% Reduce -0.4% 133,934 $15.3M
New York State Common Retirement Fund 0.02% Add +1.2% 133,625 $15.3M
Resona Asset Management Co.,Ltd. 0.07% Reduce -3.8% 132,239 $15.1M
Toronto Dominion Bank 0.03% Reduce -6.0% 131,989 $15.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +10.4% 131,611 $15.1M
Baillie Gifford & Co. 0.01% Add +53.0% 131,363 $15.1M
Verity & Verity, LLC 1.18% Add +3.0% 128,740 $14.8M
OMERS ADMINISTRATION Corp 0.10% No change 126,209 $14.5M
Creative Planning 0.01% Reduce -3.0% 124,468 $14.3M
DekaBank Deutsche Girozentrale 0.02% No change 122,847 $14.0M
Brookstone Capital Management 0.16% Reduce -5.3% 116,514 $13.4M
Wealthfront Advisers LLC 0.03% Add +2.6% 116,146 $13.3M
Leeward Investments, LLC - MA 0.68% Add +9.9% 115,832 $13.3M
Teachers Retirement System of the State of Kentucky 0.10% No change 113,994 $13.1M
State of Tennessee, Department of Treasury 0.04% Reduce -21.5% 113,617 $13.0M
Rockland Trust Co. 0.53% Reduce -0.1% 112,696 $12.9M
O'shaughnessy Asset Management, LLC 0.08% Add +5.6% 111,892 $12.8M
Assenagon Asset Management S.A. 0.02% Reduce -44.5% 109,435 $12.5M
Public Employees Retirement System of Ohio 0.04% Add +0.6% 107,167 $12.3M
Annex Advisory Services, LLC 0.26% Reduce -3.6% 106,498 $12.2M
Bank of Nova Scotia 0.02% Add +88.2% 105,394 $12.1M
Stratos Wealth Partners, LTD. 0.14% Add +1.9% 104,477 $12.0M
Sanctuary Advisors, LLC 0.07% Add +4.2% 103,789 $11.9M
HFR Wealth Management, LLC 2.70% Add +0.8% 102,656 $11.8M
Cambridge Investment Research Advisors, Inc. 0.03% Add +2.1% 102,650 $11.8M
Guardian Capital LP 0.37% Add +7.7% 99,881 $11.4M
B. Metzler seel. Sohn & Co. AG 0.10% Reduce -1.9% 98,970 $11.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -20.4% 98,527 $11.3M
State of New Jersey Common Pension Fund D 0.04% Add +1.0% 97,774 $11.2M
Comerica Bank 0.04% Reduce -4.2% 95,170 $10.9M
Cincinnati Specialty Underwriters Insurance CO 2.54% No change 95,000 $10.9M
Arizona State Retirement System 0.06% Add +0.7% 93,934 $10.8M
Thomas Story & Son LLC 3.90% Reduce -0.2% 92,644 $10.6M
NewEdge Advisors, LLC 0.05% Add +55.2% 90,594 $10.4M
Guggenheim Capital LLC 0.08% Add +0.6% 90,424 $10.4M
FIL Ltd 0.01% Reduce -7.2% 90,000 $10.3M
Oppenheimer Asset Management Inc. 0.11% Reduce -0.5% 89,027 $10.2M
Millennium Management 0.01% Reduce -47.9% 87,693 $10.0M
State of Michigan Retirement System 0.05% Add +0.3% 87,084 $10.0M
Mattern Capital Management, LLC 1.13% Reduce -0.9% 83,986 $9.6M
Franklin, Parlapiano, Turner & Welch, LLC 2.40% Reduce -3.0% 82,991 $9.5M
Czech National Bank 0.06% Add +4.8% 81,747 $9.4M
Fifth Third Bancorp 0.03% Reduce -1.4% 81,177 $9.3M
Two Sigma Investments, LP 0.01% New 81,033 $9.3M
Forsta Ap-Fonden 0.05% Reduce -18.3% 80,800 $9.3M
Janney Montgomery Scott LLC 0.02% Add +2.7% 80,319 $9.2M
MetLife Investment Management, LLC 0.04% Reduce -1.9% 79,816 $9.1M
Commerce Bank 0.05% Reduce -1.2% 78,561 $9.0M
Bartlett & Co. Wealth Management LLC 0.12% Reduce -1.9% 78,478 $9.0M
Brandywine Global Investment Management, LLC 0.06% Add +0.3% 78,423 $9.0M
Resolution Capital Ltd 0.16% Reduce -6.7% 72,262 $8.3M
Voya Investment Management LLC 0.01% Reduce -23.5% 71,740 $8.2M
Vestcor Inc 0.25% Reduce -1.1% 71,619 $8.2M
Morgan Dempsey Capital Management LLC 3.63% Reduce -11.7% 71,232 $8.2M
Dean Investment Associates, LLC 1.14% Reduce -2.0% 70,644 $8.1M
Atria Investments, Inc 0.09% Add +1.4% 70,342 $8.1M
Public Sector Pension Investment Board 0.03% Add +5.7% 69,448 $8.0M
ProShare Advisors LLC 0.02% Add +19.7% 67,893 $7.8M
Thompson Investment Management, Inc. 1.03% Reduce -1.7% 67,089 $7.7M
IFM Investors Pty Ltd 0.07% Reduce -5.3% 67,133 $7.6M
Heartland Advisors Inc. 0.40% Add +5.4% 65,844 $7.5M
Albion Financial Group 0.44% Add +2.0% 64,033 $7.3M
Amalgamated Bank 0.05% Reduce -1.1% 62,994 $7.2M
Merit Financial Group, LLC 0.06% Add +6.0% 60,644 $6.9M
Dorsey & Whitney Trust CO LLC 0.37% Add +47.9% 60,333 $6.9M
Nomura Holdings Inc. 0.04% New 59,617 $6.8M
Alley Investment Management Company, LLC 0.79% Add +36.5% 59,519 $6.8M
Sagefield Capital LP 0.76% Add +8.0% 59,142 $6.8M
T. Rowe Price Investment Management, Inc. 0.00% Reduce -93.1% 58,884 $6.7M
Park Avenue Securities LLC 0.05% Add +22.7% 58,821 $6.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -2.2% 58,429 $6.7M
Panagora Asset Management Inc. 0.03% Add +233.5% 58,214 $6.7M
1834 Investment Advisors Co. 0.81% Reduce -2.4% 57,511 $6.6M
Orion Porfolio Solutions, LLC 0.05% Add +7.6% 56,427 $6.5M
Los Angeles Capital Management LLC 0.02% Reduce -45.2% 54,553 $6.3M
Envestnet Portfolio Solutions, Inc. 0.02% Add +15.0% 53,780 $6.2M
Hunter Perkins Capital Management, LLC 1.37% Reduce -2.9% 53,728 $6.2M
Cerity Partners LLC 0.01% Add +21.3% 53,699 $6.2M
Utah Retirement Systems 0.06% Add +1.0% 52,741 $6.0M
CIBC Bancorp USA Inc. 0.04% — 52,206 $6.0M
Police & Firemen's Retirement System of New Jersey 0.05% Add +5.8% 51,366 $5.9M
Daiwa Securities Group Inc. 0.02% Add +4.9% 50,192 $5.8M
American Assets Investment Management, LLC 0.42% No change 50,000 $5.7M
DAVENPORT & Co LLC 0.03% Add +3.1% 48,947 $5.6M
Johnson Financial Group, Inc. 0.21% Add +35.3% 48,171 $5.5M
D. E. Shaw & Co. 0.00% Reduce -14.8% 47,663 $5.5M
Advisory Services Network, LLC 0.08% Reduce -0.0% 47,589 $5.5M
Kingsview Wealth Management, LLC 0.08% Reduce -0.1% 47,584 $5.5M
Susquehanna International Group, LLP 0.01% Reduce -23.3% 47,252 $5.4M
Xponance LLC 0.04% Reduce -12.0% 47,125 $5.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +7.5% 46,250 $5.3M
Yousif Capital Management, LLC 0.06% Reduce -6.9% 46,009 $5.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -8.6% 45,866 $5.3M
Motco 0.48% Reduce -1.7% 45,521 $5.2M
Ashton Thomas Private Wealth, LLC 0.13% Add +7.3% 45,336 $5.2M
Parr McKnight Wealth Management Group, LLC 0.67% Add +1.6% 44,887 $5.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +1.1% 44,799 $5.1M
Woodley Farra Manion Portfolio Management Inc. 0.24% Add +1.0% 44,604 $5.1M
Harbour Investments, Inc. 0.11% Reduce -1.1% 43,957 $5.0M
S&co Inc. 0.31% Reduce -0.5% 43,907 $5.0M
New York Life Investment Management LLC 0.04% Add +0.7% 43,616 $5.0M
CIBC Private Wealth Group LLC 0.01% Reduce -10.2% 43,570 $5.0M
Allworth Financial LP 0.02% Reduce -0.4% 43,122 $4.9M
Bantamac Capital, LLC 3.73% No change 43,000 $4.9M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +15.3% 42,614 $4.9M
Woodline Partners LP 0.02% Add +23.2% 42,538 $4.9M
Bright Rock Capital Management, LLC 0.94% No change 42,000 $4.8M
Vanguard Personalized Indexing Management, LLC 0.05% Add +1.6% 41,900 $4.8M
Teacher Retirement System of Texas 0.02% Reduce -28.7% 41,794 $4.8M
Mackenzie Financial Corp. 0.01% Add +17.2% 41,636 $4.8M
Keebeck Wealth Management 0.56% Reduce -2.1% 41,596 $4.8M
Morton Community Bank 1.10% Add +2.6% 42,625 $4.8M
KLCM Advisors, Inc. 0.47% Add +4.3% 41,533 $4.8M
Blair William & Co. 0.01% Reduce -1.6% 41,305 $4.7M
Regions Financial Corp. 0.03% Add +0.7% 41,287 $4.7M
Focus Partners Wealth 0.01% Add +36.1% 41,408 $4.7M
Caption Management, LLC 0.28% Add +17.1% 41,003 $4.7M
Nissay Asset Management Corp. /Japan 0.03% Add +1.4% 40,886 $4.7M
Alta Capital Management LLC/ 0.26% Add +7.3% 40,602 $4.7M
Foundations Investment Advisors, LLC 0.07% Reduce -1.9% 40,476 $4.6M
USS Investment Management Ltd 0.02% No change 40,180 $4.6M
Nicholas Company, Inc. 0.08% No change 39,760 $4.6M
Associated Banc-Corp 0.12% Add +64.0% 39,328 $4.5M
United Capital Management of KS, Inc. 0.61% Add +5.1% 39,216 $4.5M
Mizuho Markets Americas LLC 0.09% No change 39,050 $4.5M
Schroder Investment Management Group 0.00% Reduce -9.7% 38,837 $4.5M
Swiss Life Asset Management Ltd 0.02% Add +1.7% 38,433 $4.4M
Steward Partners Investment Advisory, LLC 0.02% Add +3.9% 37,761 $4.3M
NEOS Investment Management LLC 0.03% Add +48.4% 37,699 $4.3M
Alliance Wealth Advisors, LLC 0.99% Reduce -2.5% 36,835 $4.2M
Oregon Public Employees Retirement Fund 0.05% Add +33.3% 36,739 $4.2M
CI Investments Inc. 0.02% Reduce -8.9% 36,672 $4.2M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Add +179.1% 36,620 $4.2M
Kestra Advisory Services, LLC 0.02% Add +14.7% 36,157 $4.1M
Somerset Trust Co 1.28% Add +0.8% 36,107 $4.1M
Edgestream Partners, L.P. 0.12% New 36,033 $4.1M
SG Americas Securities, LLC 0.02% Reduce -42.1% 35,970 $4.1M
TD Private Client Wealth LLC 0.09% Add +18.1% 35,788 $4.1M
Rockefeller Capital Management L.P. 0.01% Reduce -13.4% 35,544 $4.1M
Kestra Private Wealth Services, LLC 0.05% Add +1.2% 35,367 $4.1M
Mutual of America Capital Management LLC 0.04% Reduce -4.7% 34,882 $4.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.08% Reduce -1.7% 34,877 $4.0M
Brentview Investment Management LLC 1.81% Add +3.6% 34,653 $4.0M
Cape Cod Five Cents Savings Bank 0.36% No change 41,221 $4.0M
First American Bank 0.25% Add +0.6% 34,569 $4.0M
N.E.W. Advisory Services LLC 0.35% Reduce -1.7% 34,533 $4.0M
State of Alaska, Department of Revenue 0.04% Reduce -3.9% 34,445 $3.9M
Hennion & Walsh Asset Management, Inc. 0.14% Add +0.5% 34,405 $3.9M
DRW Securities, LLC 0.20% New 34,382 $3.9M
UniSuper Management Pty Ltd 0.02% Add +14.0% 33,980 $3.9M
Rafferty Asset Management, LLC 0.01% Reduce -1.2% 33,881 $3.9M
Castellan Group 0.56% Add +3.5% 33,556 $3.8M
Metis Global Partners, LLC 0.09% Add +16.8% 33,546 $3.8M
Glenmede Investment Management, LP 0.02% Reduce -11.7% 33,539 $3.8M
Captrust Financial Advisors 0.01% Add +5.3% 33,413 $3.8M
Mercer Global Advisors Inc. 0.01% Add +22.5% 33,348 $3.8M
Belpointe Asset Management LLC 0.15% Add +4.8% 33,342 $3.8M
KBC Group NV 0.01% No change 32,983 $3.8M
Pathstone Holdings, LLC 0.01% Add +4.8% 32,367 $3.7M
Journey Advisory Group, LLC 0.27% Add +6.6% 32,260 $3.7M
Eventide Asset Management, LLC 0.06% Add +8.3% 31,765 $3.6M
W1M Asset Management Ltd 0.26% Add +48.1% 31,498 $3.6M
Leavell Investment Management, Inc. 0.15% No change 31,031 $3.6M
Cincinnati Casualty Co. 1.81% No change 31,000 $3.6M
Aware Super Pty Ltd as trustee of Aware Super 0.05% Reduce -89.7% 30,304 $3.5M
Zions Bancorporation, National Association 0.17% Reduce -13.8% 30,212 $3.5M
Marietta Investment Partners LLC 0.66% Add +1.1% 30,073 $3.4M
Premier Fund Managers Ltd 0.14% Reduce -9.1% 30,000 $3.4M
Credit Agricole S A 0.01% — 29,720 $3.4M
Ascent Group, LLC 0.12% Add +55.4% 29,532 $3.4M
Farmers & Merchants Investments Inc. 0.10% Reduce -1.7% 29,518 $3.4M
Public Employees Retirement Association of Colorado 0.01% Reduce -2.4% 29,337 $3.4M
Concurrent Investment Advisors, LLC 0.06% Add +2.3% 28,957 $3.3M
Principal Securities, Inc. 0.05% Add +12.9% 28,931 $3.3M
Prosperity Consulting Group, LLC 0.16% Reduce -7.1% 28,248 $3.2M
J.W. Cole Advisors, Inc. 0.06% Add +12.5% 28,042 $3.2M
HighPoint Advisor Group LLC 0.15% Add +7.9% 27,968 $3.2M
Ameritas Advisory Services, LLC 0.21% Add +75.2% 27,910 $3.2M
Cwm, LLC 0.01% Add +22.5% 27,810 $3.2M
Private Advisor Group, LLC 0.02% Add +3.0% 27,548 $3.2M
Lantz Financial LLC 0.69% Reduce -0.1% 27,383 $3.1M
Pacer Advisors, Inc. 0.01% Reduce -33.2% 27,132 $3.1M
Intech Investment Management LLC 0.03% Add +14.9% 27,023 $3.1M
Level Four Advisory Services, LLC 0.11% Add +2.6% 26,941 $3.1M
Mitchell & Pahl Private Wealth, LLC 1.29% Reduce -0.1% 26,783 $3.1M
apricus wealth, LLC 1.65% Reduce -0.5% 26,720 $3.1M
SteelPeak Wealth, LLC 0.10% New 26,489 $3.0M
Wolverine Trading, LLC 0.06% Add +664.0% 26,549 $3.0M
Bokf, NA 0.05% Reduce -1.5% 26,264 $3.0M
Rothschild Investment LLC 0.17% Reduce -2.7% 26,210 $3.0M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.17% New 26,000 $3.0M
Vident Advisory, LLC 0.03% Reduce -2.0% 25,694 $2.9M
Shakespeare Wealth Management, LLC 0.67% Add +0.9% 25,607 $2.9M
Brown Advisory Inc. 0.00% Reduce -1.5% 25,368 $2.9M
Patton Fund Management, Inc. 0.52% Reduce -2.7% 25,227 $2.9M
Independent Advisor Alliance 0.07% Add +9.3% 25,122 $2.9M
World Investment Advisors 0.06% Add +3.1% 24,831 $2.8M
Trilogy Capital Inc. 0.13% Reduce -3.2% 24,165 $2.8M
Kieckhefer Group LLC 1.29% New 24,000 $2.8M
Penobscot Investment Management Company, Inc. 0.21% Reduce -3.1% 23,964 $2.7M
Global Retirement Partners, LLC 0.06% Add +4.8% 23,708 $2.7M
Empowered Funds, LLC 0.03% Add +1.5% 23,629 $2.7M
Smith Group Asset Management, LLC 0.15% No change 23,440 $2.7M
RFG Advisory, LLC 0.06% Add +4.9% 23,356 $2.7M
Savant Capital, LLC 0.02% Add +9.0% 23,294 $2.7M
Broadwater Capital Management LLC 1.95% Reduce -99.0% 23,200 $2.7M
D.A. Davidson & Co. 0.02% Add +39.4% 23,061 $2.6M
Wedbush Securities Inc. 0.09% Add +39.6% 23,018 $2.6M
Jones Financial Companies LLLP 0.00% Add +38.1% 23,251 $2.6M
Meyer Handelman Co. 0.08% No change 22,550 $2.6M
Hilltop Holdings Inc. 0.13% Add +32.1% 22,220 $2.5M
Sit Investment Associates Inc. 0.05% Reduce -0.4% 21,980 $2.5M
Heritage Family Offices, LLP 1.17% Add +68.7% 21,867 $2.5M
Mizuho Securities USA LLC 0.05% Add +6.3% 23,443 $2.5M
Daiichi Life Insurance Co., Ltd. 0.06% No change 21,741 $2.5M
Integrated Wealth Concepts LLC 0.02% Add +2.9% 21,273 $2.4M
Flputnam Investment Management Co. 0.04% Reduce -1.1% 21,103 $2.4M
Colonial Trust Co / SC 0.32% No change 20,765 $2.4M
Sterling Capital Management LLC 0.03% Reduce -7.3% 20,525 $2.4M
GAMMA Investing LLC 0.13% Add +7.9% 20,488 $2.3M
Lido Advisors, LLC 0.01% Reduce -12.8% 20,469 $2.3M
Ellenbecker Investment Group 0.34% Add +0.5% 20,117 $2.3M
Kentucky Retirement Systems 0.06% Reduce -1.1% 20,053 $2.3M
Red Cedar Investment Management, LLC 0.27% No change 20,045 $2.3M
Campbell Capital Management Inc. 0.88% Add +11.1% 20,000 $2.3M
Stonebridge Financial Group, LLC 0.20% Add +0.7% 19,879 $2.3M
Mesirow Financial Investment Management, Inc. 0.04% Reduce -19.9% 19,875 $2.3M
Janus Henderson Group PLC 0.00% Reduce -13.1% 19,729 $2.3M
Siemens Fonds Invest GmbH 0.12% Add +35.4% 19,678 $2.3M
Keybank National Association 0.01% Reduce -6.7% 19,626 $2.2M
Norinchukin Bank, The 0.03% Add +2.2% 19,605 $2.2M
Ameritas Investment Partners, Inc. 0.07% Add +0.1% 19,502 $2.2M
Nicolet Bankshares Inc. 0.36% Reduce -0.1% 19,344 $2.2M
Gries Financial LLC 0.35% Add +3.4% 19,168 $2.2M
Jain Global LLC 0.03% New 19,164 $2.2M
Natixis 0.01% Add +234.8% 19,144 $2.2M
Apollon Financial, LLC 0.37% Add +0.7% 19,131 $2.2M
KCM Investment Advisors LLC 0.07% Reduce -3.0% 19,075 $2.2M
BKM Wealth Management, LLC 0.81% Add +0.1% 19,060 $2.2M
Thrivent Financial for Lutherans 0.00% Reduce -11.4% 19,062 $2.2M
Ontario Teachers Pension Plan Board 0.05% Reduce -65.6% 18,923 $2.2M
Hartford Investment Management Co. 0.07% Reduce -1.9% 18,871 $2.2M
Clearstead Trust, LLC 0.37% Add +0.1% 18,782 $2.2M
Drucker Wealth 3.0, LLC 0.38% Reduce -11.5% 18,617 $2.1M
Pathway Financial Advisers, LLC 0.61% Add +1.3% 18,412 $2.1M
Caldwell Trust Co 0.19% Add +4.0% 18,198 $2.1M
Spirit of America Management Corp. 0.41% Add +1.7% 18,000 $2.1M
Nicholson Wealth Management Group, LLC 1.18% Add +0.9% 17,559 $2.0M
NorthRock Partners, LLC 0.04% Add +41.6% 17,457 $2.0M
Blue Trust, Inc. 0.02% Add +3.6% 17,448 $2.0M
LVW Advisors, LLC 0.21% Add +1.0% 17,441 $2.0M
Nordea Investment Management AB 0.00% Add +16.3% 17,502 $2.0M
Simplex Trading, LLC 0.04% Add +3083.4% 17,413 $2.0M
Rodgers Brothers Inc. 0.25% No change 17,374 $2.0M
Gulf International Bank (UK) Ltd 0.06% Add +6.3% 17,189 $2.0M
Beverly Hills Private Wealth, LLC 0.35% Reduce -2.5% 17,146 $2.0M
Fox Hill Wealth Management 0.91% Add +3.7% 16,980 $1.9M
Louisiana State Employees Retirement System 0.03% Add +0.6% 16,900 $1.9M
Beacon Pointe Advisors, LLC 0.02% Add +26.8% 16,855 $1.9M
Profund Advisors LLC 0.06% Add +4.9% 16,827 $1.9M
Royal London Asset Management Ltd. 0.00% No change 16,716 $1.9M
Ethic Inc. 0.03% Add +7.2% 16,616 $1.9M
Dana Investment Advisors, Inc. 0.06% Reduce -2.1% 16,558 $1.9M
Great Valley Advisor Group, Inc. 0.04% Add +11.3% 16,560 $1.9M
Legato Capital Management LLC 0.21% No change 16,482 $1.9M
Maryland State Retirement & Pension System 0.04% Add +4.7% 16,251 $1.9M
Jane Street Group, LLC 0.00% New 16,227 $1.9M
QRG Capital Management, Inc. 0.02% Add +14.5% 16,111 $1.8M
Miller Howard Investments Inc. 0.06% Add +4.3% 16,003 $1.8M
Geneos Wealth Management Inc. 0.05% Reduce -7.5% 15,928 $1.8M
Mogy Joel R Investment Counsel Inc. 0.10% No change 15,708 $1.8M
Horizon Investments, LLC 0.02% Add +15.9% 15,534 $1.8M
Securian Asset Management, Inc. 0.05% Reduce -6.5% 15,521 $1.8M
Investment Management Corp of Ontario 0.03% Reduce -60.2% 14,882 $1.7M
Tiaa Trust, National Association 0.00% Add +8.8% 14,845 $1.7M
Curi Capital, LLC 0.03% Add +1.2% 14,842 $1.7M
Mgo One Seven LLC 0.04% Reduce -5.6% 14,813 $1.7M
Qsemble Capital Management, LP 0.16% New 14,689 $1.7M
Advisors Asset Management, Inc. 0.03% Reduce -24.5% 14,603 $1.7M
Wealth Alliance, LLC 0.17% Add +0.3% 14,561 $1.7M
ICW Investment Advisors LLC 0.60% Add +5.4% 14,467 $1.7M
New Mexico Educational Retirement Board 0.05% Reduce -2.0% 14,453 $1.7M
Richard C. Young & CO., LTD. 0.15% Reduce -61.8% 14,417 $1.7M
Quantitative Investment Management, LLC 0.23% New 14,376 $1.6M
Cresset Asset Management, LLC 0.01% Add +2.9% 14,215 $1.6M
Matrix Trust Co 0.25% Reduce -13.1% 14,205 $1.6M
UNIVEST FINANCIAL Corp 0.09% Add +7.5% 14,087 $1.6M
M&T Bank Corp 0.01% Reduce -18.5% 14,077 $1.6M
Summit Trail Advisors, LLC 0.02% Add +43.5% 14,061 $1.6M
Nations Financial Group Inc, /Ia/ 0.10% Add +0.3% 14,000 $1.6M
IFP Advisors, Inc 0.04% Add +4.8% 13,899 $1.6M
Crossmark Global Holdings, Inc. 0.02% Reduce -7.4% 13,896 $1.6M
HB Wealth Management, LLC 0.01% Add +56.6% 13,852 $1.6M
Fiduciary Alliance LLC 0.11% Reduce -5.3% 13,798 $1.6M
Jefferies Financial Group Inc. 0.01% New 13,690 $1.6M
Motley Fool Wealth Management, LLC 0.11% Reduce -27.7% 13,554 $1.6M
LMR Partners LLP 0.03% Add +290.0% 13,476 $1.5M
Stablepoint Partners, LLC 0.25% Add +7.3% 13,474 $1.5M
Aviso Financial Inc. 0.06% Add +6.8% 13,436 $1.5M
Midland Wealth Advisors, LLC 0.08% New 13,434 $1.5M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +14.6% 13,433 $1.5M
Fulcrum Asset Management LLP 0.43% Add +104.2% 13,409 $1.5M
Pinebridge Investments, L.P. 0.01% Reduce -52.9% 13,403 $1.5M
Portfolio Design Labs, LLC 0.26% New 13,221 $1.5M
Oppenheimer & Co. Inc. 0.02% Add +10.4% 13,189 $1.5M
Bleakley Financial Group, LLC 0.04% Add +4.6% 13,168 $1.5M
Twin Capital Management Inc. 0.19% Reduce -13.4% 12,852 $1.5M
Landaas & Co. /Wi 0.33% No change 12,807 $1.5M
Conning Inc. 0.05% No change 12,594 $1.4M
Stock Yards Bank & Trust Co. 0.05% Reduce -3.1% 12,558 $1.4M
AlphaCore Capital LLC 0.05% Add +19.4% 12,336 $1.4M
Cornerstone Advisors, LLC 0.05% No change 12,300 $1.4M
Citizens Financial Group Inc. 0.02% Add +14.2% 12,140 $1.4M
Cornell Pochily Investment Advisors, Inc. 0.41% Reduce -3.2% 12,088 $1.4M
HM Payson & Co. 0.02% Add +3.6% 11,997 $1.4M
Hantz Financial Services, Inc. 0.02% Reduce -5.7% 11,833 $1.4M
Voloridge Investment Management, LLC 0.00% Reduce -86.3% 11,802 $1.4M
Sigma Planning Corp 0.04% Reduce -2.6% 11,792 $1.4M
Allstate Corp. 0.03% New 11,749 $1.3M
Legacy Private Trust Co. 0.08% Add +0.1% 11,749 $1.3M
Welch & Forbes LLC 0.02% No change 11,748 $1.3M
Enhancing Capital LLC 0.98% No change 11,706 $1.3M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% No change 11,700 $1.3M
Kampmann Melissa S. 0.98% No change 11,680 $1.3M
Richmond Investment Services, LLC 0.25% Reduce -0.8% 11,674 $1.3M
Hummer Financial Advisory Services Inc 0.97% No change 11,622 $1.3M
Vise Technologies, Inc. 0.05% Reduce -8.5% 11,520 $1.3M
South Dakota Investment Council 0.03% Reduce -15.5% 11,466 $1.3M
Meiji Yasuda Asset Management Co Ltd. 0.06% Add +0.7% 11,382 $1.3M
McGlone Suttner Wealth Management, Inc. 0.18% Add +0.3% 11,360 $1.3M
Portside Wealth Group, LLC 0.18% Add +1.9% 11,354 $1.3M
IHT Wealth Management, LLC 0.03% Add +5.1% 11,317 $1.3M
Agf Management Ltd. 0.01% Reduce -20.7% 11,290 $1.3M
Empirical Finance, LLC 0.06% Add +1.0% 11,230 $1.3M
Twin City Private Wealth, LLC 1.00% Add +1.8% 11,191 $1.3M
Apollon Wealth Management, LLC 0.02% Add +10.7% 11,137 $1.3M
Coastal Bridge Advisors, LLC 0.10% Add +9.2% 11,120 $1.3M
Tounjian Advisory Partners, LLC 0.42% Reduce -16.1% 11,036 $1.3M
PFW Advisors LLC 0.37% Add +0.3% 10,980 $1.3M
Venture Visionary Partners LLC 0.04% Reduce -0.1% 10,916 $1.3M
Farther Finance Advisors, LLC 0.02% Add +57.6% 10,816 $1.2M
Trueblood Wealth Management, LLC 0.48% Reduce -1.1% 10,758 $1.2M
Blackhawk Capital Partners, LLC 0.48% Reduce -9.3% 10,695 $1.2M
IAG Wealth Partners, LLC 0.15% Add +75.8% 10,680 $1.2M
Tokio Marine Asset Management Co. Ltd. 0.04% Add +8.6% 10,658 $1.2M
Marks Group Wealth Management, Inc 0.11% Reduce -5.2% 10,628 $1.2M
Icon Wealth Advisors, LLC 0.08% Reduce -2.6% 10,626 $1.2M
Fiduciary Trust Co 0.01% Add +2.6% 10,593 $1.2M
Rowlandmiller & Partners.adv 0.24% Reduce -0.4% 10,544 $1.2M
Fulton Bank, N.A. 0.04% Reduce -5.2% 10,479 $1.2M
Arkadios Wealth Advisors 0.03% Add +7.8% 10,399 $1.2M
NewEdge Wealth, LLC 0.02% Add +23.9% 10,603 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.8% 10,259 $1.2M
Parsons Capital Management Inc. 0.07% No change 10,251 $1.2M
Summit Financial, LLC 0.02% Reduce -3.5% 10,095 $1.2M
Johnson Investment Counsel Inc. 0.01% Add +0.7% 10,085 $1.2M
FineMark National Bank & Trust 0.04% Add +24.4% 10,067 $1.2M
Choreo, LLC 0.01% Add +1.4% 10,051 $1.2M
Precedent Wealth Partners, LLC 0.25% Add +10.9% 9,928 $1.1M
Wilmington Savings Fund Society, FSB 0.03% Reduce -20.7% 9,902 $1.1M
Harvest Fund Management Co., Ltd 0.05% No change 10,191 $1.1M
Harbour Investment Management LLC 0.49% Reduce -13.8% 9,850 $1.1M
Prospera Financial Services Inc 0.02% Add +56.3% 9,797 $1.1M
Pollock Investment Advisors, LLC 0.88% No change 9,799 $1.1M
Schmidt P J Investment Management Inc. 0.18% Reduce -26.1% 9,748 $1.1M
OV Management LLC 0.95% Add +0.5% 9,742 $1.1M
Federation des caisses Desjardins du Quebec 0.00% Add +27.4% 9,726 $1.1M
Norden Group LLC 0.11% Reduce -0.8% 9,712 $1.1M
Wealth Architects, LLC 0.10% Reduce -0.1% 9,687 $1.1M
American State Bank (Iowa) 0.56% No change 9,584 $1.1M
Security National Bank 0.17% Reduce -3.6% 9,555 $1.1M
Birch Financial Group, LLC 0.64% Add +0.9% 9,466 $1.1M
XTX Topco Ltd 0.06% New 9,443 $1.1M
Wealthspire Advisors, LLC 0.01% Reduce -5.1% 9,422 $1.1M
Bank & Trust Co 0.78% No change 9,232 $1.1M
Hendershot Investments Inc. 0.13% No change 9,218 $1.1M
Valmark Advisers, Inc. 0.01% Reduce -1.4% 9,179 $1.1M
Group One Trading LLC 0.03% Add +13.5% 9,155 $1.0M
Drake & Associates, LLC 0.22% Add +3.4% 9,322 $1.0M
Charter Capital Management, LLC\DE 0.56% No change 9,043 $1.0M
Wesbanco Bank Inc. 0.03% Add +0.7% 9,005 $1.0M
Montag A & Associates Inc. 0.05% Add +6.9% 8,995 $1.0M
Burling Wealth Partners, LLC 0.17% Reduce -23.9% 8,988 $1.0M
Meeder Advisory Services, Inc. 0.05% Add +11.9% 8,986 $1.0M
Forvis Mazars Wealth Advisors, LLC 0.02% Add +7.7% 8,850 $1.0M
Sage Mountain Advisors LLC 0.06% New 8,834 $1.0M
Voya Financial Advisors, Inc. 0.10% Add +4.2% 8,835 $1.0M
Carnegie Investment Counsel 0.02% Add +4.5% 8,779 $1.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +45.4% 8,685 $995K
Mufg Securities Americas Inc. 0.06% Add +22.7% 8,680 $995K
Chelsea Counsel Co. 0.44% No change 8,672 $994K
WNY Asset Management, LLC 0.10% Add +0.1% 8,640 $990K
Equitable Holdings, Inc. 0.01% Add +25.1% 8,606 $986K
Exchange Traded Concepts, LLC 0.01% Reduce -21.7% 8,541 $979K
Westpac Banking Corp. 0.06% Reduce -12.4% 8,520 $976K
Fullcircle Wealth LLC 0.34% Reduce -1.0% 8,718 $975K
Vantage Financial Partners, LLC 0.20% Add +0.6% 8,490 $973K
NorthCoast Asset Management LLC 0.00% Add +12.5% 8,447 $968K
Kentucky Retirement Systems Insurance Trust Fund 0.06% Reduce -2.3% 8,405 $963K
Private Harbour Investment Management & Counsel, LLC 1.00% Reduce -4.8% 8,397 $962K
Romano Brothers and Company 0.11% No change 8,206 $940K
Searle & Co. 0.25% No change 8,200 $940K
Obermeyer Wealth Partners 0.04% Add +0.8% 8,168 $936K
PFG Investments, LLC 0.05% Add +0.2% 8,165 $936K
Patriot Financial Group Insurance Agency, LLC 0.12% Add +2.5% 8,153 $934K
Susquehanna Fundamental Investments, LLC 0.04% Reduce -30.0% 7,987 $915K
Snowden Capital Advisors LLC 0.03% Add +13.2% 7,975 $914K
Alps Advisors Inc. 0.01% Add +5.1% 7,964 $913K
Intrua Financial, LLC 0.11% Reduce -4.0% 7,959 $912K
Aristotle Atlantic Partners, LLC 0.03% No change 7,941 $910K
Arax Advisory Partners 0.01% Add +167.8% 7,917 $907K
Sound View Wealth Advisors Group, LLC 0.06% Reduce -4.8% 7,888 $904K
Sierra Summit Advisors LLC 0.14% Add +1.7% 7,792 $893K
MSH Capital Advisors LLC 0.24% No change 7,786 $892K
OneDigital Investment Advisors LLC 0.01% Reduce -0.7% 7,785 $892K
Triangle Securities Wealth Management 0.20% Add +0.1% 7,781 $892K
Winch Advisory Services, LLC 0.20% Add +0.8% 7,685 $881K
Venturi Wealth Management, LLC 0.04% Add +3.2% 7,646 $876K
United Capital Financial Advisors, LLC 0.01% Add +99.3% 7,622 $873K
CHICAGO TRUST Co NA 0.12% Add +0.1% 7,618 $873K
Tower Research Capital LLC (TRC) 0.02% Add +88.5% 7,600 $871K
Beaton Management Co. Inc. 0.40% No change 7,584 $869K
Clifford Swan Investment Counsel LLC 0.03% Reduce -0.0% 7,554 $866K
Avantax Planning Partners, Inc. 0.02% Add +17.8% 7,543 $864K
Walleye Trading LLC 0.01% Add +746.6% 7,425 $851K
Modern Wealth Management, LLC 0.02% Add +4.9% 7,347 $842K
Investment House LLC 0.04% No change 7,300 $837K
North Star Investment Management Corp. 0.05% Add +0.1% 7,260 $832K
SPC Financial, Inc. 0.06% No change 7,242 $830K
Vestmark Advisory Solutions, Inc. 0.02% Reduce -0.8% 7,203 $825K
Jump Financial, LLC 0.01% Add +248.4% 7,083 $812K
Raleigh Capital Management Inc. 0.31% Add +4.2% 7,083 $812K
Greenleaf Trust 0.01% Reduce -7.5% 7,080 $811K
Sequoia Financial Advisors, LLC 0.00% Reduce -2.2% 7,067 $810K
Integrated Advisors Network LLC 0.03% Reduce -1.0% 7,030 $806K
Steph & Co. 0.25% No change 7,023 $805K
Qtron Investments LLC 0.10% Reduce -5.9% 7,017 $804K
DF Dent & Co. Inc. 0.01% New 6,981 $800K
Midwest Trust Co 0.01% Add +191.8% 6,965 $798K
GTS Securities LLC 0.03% Add +97.4% 6,941 $795K
MAI Capital Management 0.01% Add +15.9% 6,919 $793K
Rehmann Capital Advisory Group 0.04% Add +9.8% 6,905 $792K
Eastern Bank 0.01% Reduce -2.9% 6,764 $775K
Diversify Advisory Services, LLC 0.03% Reduce -22.7% 6,966 $770K
Stonebridge Capital Advisors LLC 0.05% Add +16.2% 6,712 $769K
Callan Family Office, LLC 0.02% Reduce -7.0% 6,698 $768K
Csenge Advisory Group 0.04% Add +7.2% 6,642 $761K
Turning Point Benefit Group, Inc. 0.46% Add +10.9% 6,730 $760K
Buckley Wealth Management, LLC 0.21% Reduce -3.1% 6,614 $758K
Regal Investment Advisors LLC 0.05% Add +87.9% 6,611 $758K
Aptus Capital Advisors, LLC 0.01% Add +0.5% 6,583 $754K
Trust Co. of Toledo NA 0.07% Reduce -7.3% 6,504 $745K
First United Bank & Trust 0.24% Add +88.3% 6,495 $744K
Altshuler Shaham Ltd 0.01% Add +36.5% 6,448 $739K
Blossom Wealth Management 1.19% Add +1.4% 6,439 $738K
Ti-Trust, Inc. 0.46% No change 6,430 $737K
Clearstead Advisors, LLC 0.01% Reduce -1.1% 6,403 $734K
Bradley Foster & Sargent Inc. 0.01% Add +1.3% 6,390 $732K
North Star Asset Management Inc. 0.03% Add +3.6% 6,382 $731K
Bridges Investment Management Inc. 0.01% Reduce -0.6% 6,365 $729K
Journey Strategic Wealth LLC 0.02% Add +20.5% 6,308 $723K
Neo Ivy Capital Management 0.18% New 6,306 $723K
Dark Forest Capital Management LP 0.03% Add +25.6% 6,254 $717K
Gradient Investments LLC 0.01% Add +1.7% 6,243 $715K
VeraBank, N.A. 0.13% Reduce -11.8% 6,221 $713K
MUFG Securities EMEA plc 0.02% Add +558.2% 6,161 $706K
Caprock Group, LLC 0.02% — 6,567 $706K
PAX Financial Group, LLC 0.13% Add +1.4% 6,150 $705K
Cerro Pacific Wealth Advisors LLC 0.19% Reduce -7.0% 6,123 $702K
Signaturefd, LLC 0.01% Add +7.6% 6,095 $698K
Rwa Wealth Partners, LLC 0.01% Add +126.4% 6,063 $695K
Illinois Municipal Retirement Fund 0.01% Reduce -37.6% 6,002 $688K
Waverly Advisors, LLC 0.01% Add +13.9% 5,937 $680K
Verdence Capital Advisors LLC 0.04% Add +2.1% 5,830 $680K
Ballentine Partners, LLC 0.01% Add +0.5% 5,932 $680K
Sagespring Wealth Partners, LLC 0.01% Add +17.9% 5,920 $678K
TBH Global Asset Management, LLC 0.13% Reduce -0.0% 5,915 $678K
Focus Financial Network, Inc. 0.02% Reduce -0.2% 5,914 $678K
Private Trust Co. NA 0.06% Add +1.2% 5,891 $675K
Prime Capital Investment Advisors, LLC 0.01% Add +4.1% 5,875 $673K
Elevated Capital Advisors, LLC 0.17% Reduce -14.5% 5,816 $666K
AlphaStar Capital Management, LLC 0.06% Add +30.3% 5,812 $666K
Compound Planning, Inc. 0.02% Add +0.5% 5,797 $664K
Forum Financial Management, LP 0.01% Add +0.0% 5,787 $663K
Daymark Wealth Partners, LLC 0.02% Add +22.1% 5,784 $663K
Diversified Trust Co. 0.01% Add +2.7% 5,743 $658K
Quantum Portfolio Management LLC 0.20% Add +49.2% 5,738 $658K
Canada Post Corp Registered Pension Plan 0.03% Add +54.3% 5,742 $656K
HBK Sorce Advisory LLC 0.02% Add +1.0% 5,557 $652K
Kesler, Norman & Wride, LLC 0.13% Add +19.8% 6,921 $651K
Trivium Point Advisory, LLC 0.07% Reduce -1.4% 5,670 $650K
CENTRAL TRUST Co 0.01% No change 5,664 $649K
Coldstream Capital Management Inc. 0.01% Add +33.0% 5,654 $648K
Entropy Technologies, LP 0.05% New 5,639 $646K
Chicago Capital, LLC 0.02% No change 5,638 $646K
Peapack Gladstone Financial Corp. 0.01% Add +136.9% 5,627 $645K
MPS Loria Financial Planners, LLC 0.17% Reduce -3.2% 5,617 $644K
Dakota Wealth Management 0.01% Reduce -4.8% 5,569 $638K
Aviva PLC 0.00% No change 5,538 $635K
City State Bank 0.18% Reduce -2.7% 5,515 $632K
Moors & Cabot, Inc. 0.03% Add +1.7% 5,511 $632K
Loudon Investment Management, LLC 0.33% Reduce -28.9% 5,480 $628K
iA Global Asset Management Inc. 0.01% Reduce -70.2% 5,460 $626K
CreativeOne Wealth, LLC 0.02% Add +0.7% 5,445 $624K
MGB Wealth Management, LLC 0.18% No change 5,430 $622K
Hutner Capital Management Inc. 0.26% No change 5,427 $622K
Paragon Private Wealth Management, LLC 0.20% Add +3.3% 5,416 $621K
Resources Management Corp. /CT/ 0.08% No change 5,409 $620K
SYM FINANCIAL Corp 0.07% Add +1.0% 5,381 $617K
Focus Partners Advisor Solutions, LLC 0.01% New 5,430 $614K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.13% Reduce -8.6% 5,289 $606K
Thrive Wealth Management, LLC 0.09% Reduce -0.6% 5,272 $604K
Danske Bank A/S 0.00% Add +20.6% 5,259 $603K
Elevation Point Wealth Partners, LLC 0.04% Add +328.1% 5,232 $600K
Tema ETFs LLC 0.05% New 5,213 $597K
Boston Family Office LLC 0.04% No change 5,213 $596K
Martingale Asset Management L P 0.01% Add +124.8% 5,178 $593K
Brass Tax Wealth Management, Inc. 0.10% Reduce -0.4% 5,133 $588K
ProVise Management Group, LLC 0.04% Add +5.0% 5,128 $588K
Shell Asset Management Co. 0.06% Reduce -6.3% 5,121 $587K
Heartland Bank & Trust Co 0.24% Add +4.4% 5,113 $586K
Stephens Inc. 0.01% Add +5.8% 5,102 $585K
Tsfg, LLC 0.09% Add +422.9% 5,098 $584K
Centennial Wealth Advisory LLC 0.16% Add +3.7% 5,077 $582K
Syon Capital LLC 0.03% Add +26.6% 5,061 $580K
Ransom Advisory, Ltd 0.26% No change 5,050 $579K
Advisors Capital Management, LLC 0.01% Reduce -0.9% 5,049 $579K
Moisand Fitzgerald Tamayo, LLC 0.07% No change 5,033 $577K
Dynamic Advisor Solutions LLC 0.02% Add +6.0% 4,979 $571K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -3.7% 4,962 $569K
Brown Miller Wealth Management, LLC 0.16% Add +0.3% 4,953 $568K
Faithward Advisors, LLC 0.08% Add +1.5% 4,947 $567K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +2.6% 4,903 $562K
Partnership Wealth Management, LLC 0.43% No change 4,900 $561K
Simplicity Wealth,LLC 0.03% Reduce -9.6% 4,885 $560K
Financial Advisors Network, Inc. 0.08% Add +3.9% 4,870 $558K
Mill Capital Management, LLC 0.04% No change 4,824 $553K
Alpha Cubed Investments, LLC 0.02% Reduce -1.3% 4,819 $552K
Oarsman Capital, Inc. 0.08% No change 4,807 $551K
Segment Wealth Management, LLC 0.03% Add +2.4% 4,760 $545K
Financial Advisory Partners, LLC 0.16% Reduce -0.5% 4,742 $543K
Parallel Advisors, LLC 0.01% Reduce -10.9% 4,739 $543K
Smith, Moore & Co. 0.04% Add +3.0% 4,730 $542K
Aaron Wealth Advisors LLC 0.03% Add +69.8% 4,722 $541K
Voleon Capital Management LP 0.01% Add +91.3% 4,707 $539K
Skba Capital Management LLC 0.07% Add +78.0% 4,680 $536K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -2.6% 4,670 $535K
Axxcess Wealth Management, LLC 0.01% Add +66.7% 4,611 $528K
Redmond Asset Management, LLC 0.13% No change 4,600 $527K
Moloney Securities Asset Management, LLC 0.06% Reduce -3.0% 4,587 $526K
Hartford Funds Management Co LLC 0.04% Reduce -4.5% 4,581 $525K
Haverford Trust Co 0.00% Reduce -1.3% 4,577 $524K
Moneta Group Investment Advisors LLC 0.00% Reduce -10.9% 4,572 $524K
Chesley Taft & Associates LLC 0.02% No change 4,561 $523K
Advisors Management Group Inc. 0.09% Add +0.4% 4,528 $519K
Monument Capital Management 0.13% No change 4,525 $519K
Fifth Third Wealth Advisors LLC 0.02% Add +0.0% 4,522 $518K
Hudock, Inc. 0.08% Reduce -8.2% 4,513 $517K
LS Investment Advisors, LLC 0.07% No change 4,482 $514K
McDonough Capital Management, Inc 0.26% No change 4,475 $513K
Marshall Investment Management, LLC 0.27% Add +0.8% 4,409 $505K
Colonial Trust Advisors 0.04% Reduce -0.5% 4,372 $501K
Blue Barn Wealth, LLC 0.22% Add +0.1% 4,332 $496K
GC Wealth Management RIA, LLC 0.02% New 4,325 $496K
Crewe Advisors LLC 0.05% Add +0.4% 4,322 $495K
WoodTrust Financial Corp 0.06% Reduce -18.3% 4,321 $495K
Carl P. Sherr & Co., LLC 0.23% No change 4,293 $492K
Fourpath Capital Management, LLC 0.07% Reduce -1.6% 4,289 $491K
Tarbox Family Office, Inc. 0.07% No change 4,268 $489K
West Family Investments, Inc. 0.11% Add +0.9% 4,253 $487K
SageView Advisory Group, LLC 0.02% Reduce -4.0% 4,241 $486K
Contravisory Investment Management, Inc. 0.09% New 4,208 $482K
Mission Wealth Management, LP 0.01% Add +0.2% 4,208 $482K
CWS Financial Advisors, LLC 0.13% Add +21.5% 4,195 $481K
Old Second National Bank of Aurora 0.10% No change 4,171 $478K
Plancorp, LLC 0.01% Reduce -0.1% 4,163 $477K
West Paces Advisors Inc. 0.09% Reduce -0.7% 4,162 $477K
Florida Trust Wealth Management Co 0.01% No change 4,144 $475K
Inspirion Wealth Advisors, LLC 0.07% Add +125.5% 4,870 $468K
Bard Financial Services, Inc. 0.05% No change 4,060 $465K
Praxis Investment Management Inc. 0.03% No change 4,050 $464K
Revisor Wealth Management LLC 0.16% Add +6.2% 4,058 $462K
Moody LYNN Lieberson & Walker, LLC 0.02% Reduce -10.9% 4,030 $462K
Cary Street Partners Investment Advisory LLC 0.19% Add +5.3% 4,020 $461K
Carret Asset Management, LLC 0.04% No change 4,000 $458K
Zhang Financial LLC 0.02% New 3,996 $458K
Vontobel Holding Ltd. 0.00% New 3,982 $456K
Marble Harbor Investment Counsel, LLC 0.05% No change 3,982 $456K
Schaper Benz & Wise Investment Counsel Inc. 0.03% No change 3,980 $456K
Greenfield Savings Bank 0.19% Add +2.9% 3,954 $453K
Bruce & Co., Inc. 0.14% No change 3,945 $452K
LVZ, Inc. 0.05% No change 3,848 $441K
Fortis Group Advisors, LLC 0.08% No change 3,805 $436K
Appleton Partners Inc. 0.03% No change 3,806 $436K
Smithfield Trust Co 0.02% Reduce -1.3% 3,806 $435K
Brandywine Oak Private Wealth LLC 0.04% Reduce -1.1% 3,791 $434K
Hanson & Doremus Investment Management 0.05% Add +3.0% 3,769 $432K
Perigon Wealth Management, LLC 0.01% Add +7.2% 3,768 $432K
Wedmont Private Capital 0.02% Add +16.2% 3,729 $430K
Arete Wealth Advisors, LLC 0.03% Reduce -3.7% 3,735 $428K
Certior Financial Group, LLC 0.29% Reduce -0.3% 3,732 $428K
Ascentis Independent Advisors 0.07% Add +1.4% 3,729 $427K
ZWJ Investment Counsel Inc. 0.02% Add +0.8% 3,719 $426K
Insight Wealth Strategies, LLC 0.05% Add +1.3% 3,717 $426K
Tidal Investments LLC 0.00% Reduce -63.7% 3,705 $425K
Meritage Portfolio Management 0.03% Reduce -84.8% 3,685 $422K
Duncker Streett & Co. Inc. 0.07% Add +71.1% 3,668 $420K
WealthTrust Axiom LLC 0.11% No change 3,666 $420K
AdvisorNet Financial, Inc 0.02% Reduce -2.1% 3,659 $419K
UMB Bank, n.a. 0.01% Reduce -0.3% 3,649 $418K
Moment Partners, LLC 0.07% Add +5.3% 3,648 $418K
Turtle Creek Wealth Advisors, LLC 0.04% New 3,631 $416K
Capital Advisors Inc. 0.01% No change 3,628 $416K
Baader Bank Aktiengesellschaft 0.03% Add +0.1% 3,627 $416K
Frank, Rimerman Advisors LLC 0.03% Add +23.8% 3,621 $415K
Caerus Investment Advisors, LLC 0.17% New 3,616 $414K
Nilsine Partners, LLC 0.04% Add +3.2% 3,534 $405K
Ossiam 0.01% Add +44.2% 3,510 $402K
Stonehaven Wealth & Tax Solutions, LLC 0.37% Add +0.1% 3,501 $401K
Aegis Wealth Management LLC 0.21% Reduce -3.7% 3,500 $401K
B. Riley Wealth Advisors, Inc. 0.02% Add +9.0% 3,498 $401K
Premier Path Wealth Partners, LLC 0.05% Add +0.7% 3,493 $400K
Kiker Wealth Management, LLC 0.20% Reduce -8.9% 3,471 $398K
Maridea Wealth Management LLC 0.06% New 3,379 $397K
F/m Investments LLC 0.02% No change 3,461 $397K
Reynders McVeigh Capital Management, LLC 0.02% No change 3,454 $396K
GeoWealth Management, LLC 0.01% Add +208.0% 3,447 $395K
Nvest Financial, LLC 0.23% New 3,424 $392K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.78% Reduce -93.2% 3,419 $392K
Cary Street Partners Financial LLC 0.01% Add +20.9% 3,413 $391K
CWA Asset Management Group, LLC 0.01% Add +7.7% 3,399 $389K
Sowell Financial Services LLC 0.01% Add +21.1% 3,395 $389K
Strategy Asset Managers LLC 0.07% Add +1.4% 3,390 $388K
Independent Financial Group, LLC 0.01% Add +5.3% 3,378 $387K
Banco Santander, S.A. 0.00% New 3,354 $384K
Phillips Wealth Planners LLC 0.32% Reduce -14.5% 3,348 $384K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -38.6% 3,298 $378K
Brooklyn Investment Group 0.05% Reduce -0.4% 3,653 $377K
Park National Corp. 0.01% Reduce -16.3% 3,286 $377K
Gsa Capital Partners LLP 0.03% New 3,281 $376K
Advisor OS, LLC 0.03% Add +2.7% 3,273 $375K
Zacks Investment Management 0.00% Add +4.0% 3,267 $374K
Sterling Investment Advisors LLC 0.19% Add +4.9% 3,262 $374K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -1.7% 3,251 $373K
MJP Associates Inc. 0.05% Add +3.2% 3,245 $372K
SkyOak Wealth, LLC 0.07% No change 3,244 $372K
Gibbs Wealth Management 0.08% Reduce -18.4% 3,241 $371K
Brown Brothers Harriman & Co. 0.00% Add +227.4% 3,241 $371K
Walleye Capital LLC 0.00% Add +827.8% 3,238 $371K
Brighton Jones LLC 0.01% Add +37.4% 3,213 $368K
Western Wealth Management, LLC 0.02% Add +1.3% 3,200 $367K
Avaii Wealth Management, LLC 0.14% New 3,180 $364K
Evexia Wealth LLC 0.11% New 3,158 $363K
Keystone Financial Group 0.03% Add +4.0% 3,168 $363K
First Bank & Trust 0.06% Add +7.0% 3,155 $362K
Legacy Capital Wealth Partners, LLC 0.08% Add +21.9% 3,151 $361K
Gladstone Institutional Advisory LLC 0.01% Add +4.0% 3,135 $359K
Cigna Investments Inc. 0.05% No change 3,135 $359K
Brevan Howard Capital Management LP 0.01% Reduce -78.0% 3,110 $356K
True Vision MN LLC 0.19% Add +0.8% 3,101 $355K
Rexford Capital Inc. 0.27% Add +5.1% 3,086 $354K
Crews Bank & Trust 0.05% No change 3,070 $352K
Roberts Financial Services LLC 0.11% No change 3,059 $351K
Beese Fulmer Investment Management, Inc. 0.02% Add +3.0% 3,057 $350K
Jacobi Capital Management LLC 0.02% Add +0.2% 3,050 $349K
Aster Capital Management (DIFC) Ltd 0.17% Reduce -62.8% 3,024 $347K
1ST Source Bank 0.02% No change 3,021 $346K
Centaurus Financial, Inc. 0.02% Add +111.0% 3,018 $346K
Cypress Wealth Services, LLC 0.06% Add +0.0% 2,995 $343K
Cobblestone Capital Advisors LLC 0.02% Reduce -0.0% 2,994 $343K
Wealthcare Advisory Partners LLC 0.01% Add +12.9% 2,990 $343K
Bank of Stockton 0.10% No change 2,982 $342K
Dahring | Cusmano LLC 0.25% Add +0.8% 2,982 $342K
Sonora Investment Management Group, LLC 0.02% Reduce -3.6% 2,981 $342K
Graybill Wealth Management, LTD. 0.10% No change 2,981 $342K
Old National Bancorp 0.01% Reduce -0.1% 2,980 $341K
Walkner Condon Financial Advisors LLC 0.05% Add +1.0% 2,944 $337K
Compass Financial Group, INC 0.05% No change 2,938 $337K
Clarius Group, LLC 0.02% Reduce -25.4% 2,938 $337K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% Reduce -0.8% 2,931 $336K
Isthmus Partners, LLC 0.04% No change 2,929 $336K
Magnetar Financial LLC 0.00% New 2,918 $334K
Courier Capital LLC 0.02% Reduce -29.1% 2,898 $332K
Principle Wealth Partners LLC 0.02% No change 2,895 $332K
Beacon Investment Advisors LLC 0.14% Add +0.3% 2,891 $331K
Integrity Alliance, Llc. 0.02% Add +27.6% 2,880 $330K
D L Carlson Investment Group Inc. 0.06% Reduce -0.7% 2,880 $330K
Buska Wealth Management, LLC 0.10% No change 2,868 $329K
Smartleaf Asset Management LLC 0.02% Add +60.0% 2,876 $329K
Summit Asset Management, LLC 0.05% Reduce -15.0% 2,835 $325K
Kovack Advisors, Inc. 0.03% Add +1.4% 2,829 $324K
DSG Capital Advisors, LLC 0.05% No change 2,827 $324K
Patrick M Sweeney & Associates, Inc. 0.21% Add +4.5% 2,824 $324K
EverSource Wealth Advisors, LLC 0.01% Add +22.4% 2,815 $323K
MBE Wealth Management, LLC 0.14% Add +3.5% 2,793 $320K
Hurlow Wealth Management Group, Inc. 0.08% No change 2,792 $320K
Quadrant Capital Group LLC 0.01% Add +1.4% 2,787 $319K
Lodestone Wealth Management LLC 0.14% Add +1.0% 2,787 $319K
FSM Wealth Advisors, LLC 0.04% Add +6.9% 2,775 $318K
Norris Perne & French LLP 0.02% Add +9.0% 2,771 $318K
Alhambra Investment Management LLC 0.15% Reduce -23.5% 2,768 $317K
Capital Asset Advisory Services LLC 0.01% Add +0.0% 2,767 $317K
Fidelis Capital Partners, LLC 0.02% Add +0.6% 2,766 $317K
McCarter Private Wealth Services LLC 0.16% No change 2,758 $316K
Jacobson & Schmitt Advisors, LLC 0.05% New 2,752 $315K
Banque Cantonale Vaudoise 0.01% Reduce -27.6% 2,743 $315K
Ausdal Financial Partners, Inc. 0.02% New 2,747 $315K
Successful Portfolios LLC 0.18% Reduce -8.0% 2,747 $315K
Kohmann Bosshard Financial Services, LLC 0.03% No change 2,745 $315K
Glenview Trust Co 0.01% Add +11.5% 2,735 $313K
Commerzbank Aktiengesellschaft 0.01% No change 2,729 $313K
First Foundation Advisors 0.01% Reduce -0.1% 2,698 $309K
Live Oak Private Wealth LLC 0.04% No change 2,692 $308K
Inspire Investing, LLC 0.03% Reduce -1.1% 2,692 $308K
Checchi Capital Advisers, LLC 0.02% Reduce -8.1% 2,672 $306K
Ironwood Investment Counsel, LLC 0.04% No change 2,654 $304K
Liberty Capital Management, Inc. 0.06% No change 2,649 $304K
Bailard, Inc. 0.01% Add +0.3% 2,639 $302K
International Private Wealth Advisors LLC 0.19% Reduce -11.5% 2,639 $302K
Parkside Financial Bank & Trust 0.02% Add +0.8% 2,630 $301K
MTM Investment Management, LLC 0.10% Reduce -3.5% 2,625 $301K
Bowman & Co S.C. 0.13% Add +0.4% 2,624 $301K
Blue Chip Partners, LLC 0.02% Reduce -9.2% 2,624 $301K
Asset Dedication, LLC 0.02% Add +19.4% 2,611 $299K
Steigerwald, Gordon & Koch Inc. 0.03% Add +1.4% 2,605 $299K
Gateway Wealth Partners, LLC 0.04% Add +2.9% 2,593 $297K
McDonald Partners LLC 0.09% Reduce -69.7% 2,595 $297K
WFA Asset Management Corp 0.16% Add +14.7% 3,089 $297K
Master's Wealth Management Inc. 0.13% Add +1.3% 2,591 $297K
Capital Investment Services of America, Inc. 0.03% No change 2,586 $296K
Pinnacle West Asset Management, Inc. 0.19% Add +0.6% 2,580 $296K
Old North State Wealth Management, LLC 0.14% Reduce -23.9% 2,568 $295K
Independent Wealth Network Inc. 0.09% Add +4.2% 2,567 $294K
Gryphon Financial Partners LLC 0.03% Reduce -19.4% 2,563 $294K
AssuredPartners Investment Advisors, LLC 0.07% New 2,561 $294K
JGP Wealth Management, LLC 0.03% Reduce -1.9% 2,620 $293K
Oxbow Advisors, LLC 0.03% No change 2,553 $293K
Providence Wealth Advisors, LLC 0.18% Reduce -8.9% 2,538 $292K
Keystone Financial Group, Inc. 0.16% Add +10.6% 2,551 $292K
Townsquare Capital LLC 0.04% Reduce -70.2% 2,541 $291K
Continuum Advisory, LLC 0.03% Reduce -12.3% 2,528 $290K
AlphaQuest LLC 0.02% Reduce -30.2% 2,524 $289K
CFS Investment Advisory Services, LLC 0.02% Add +3.6% 2,496 $289K
Atticus Wealth Management, LLC 0.07% Add +0.8% 2,522 $289K
Chesapeake Asset Management LLC 0.26% Reduce -1.9% 2,522 $289K
Trust Point Inc. 0.02% Add +15.2% 2,518 $289K
Code Waechter LLC 0.19% Add +1.1% 2,473 $288K
Busey Bank 0.01% Add +3.3% 2,501 $287K
Balefire, LLC 0.06% Add +11.3% 2,498 $286K
Titleist Asset Management, LLC 0.03% Reduce -3.3% 2,492 $286K
Weaver Capital Management LLC 0.06% Reduce -9.8% 2,482 $284K
Integris Wealth Management, LLC 0.07% No change 2,477 $284K
John G Ullman & Associates Inc. 0.04% No change 2,466 $283K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.10% No change 2,465 $282K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 2,465 $282K
Midwest Professional Planners, LTD. 0.07% No change 2,457 $282K
Mather Group, Llc. 0.00% Add +11.5% 2,457 $282K
Savvy Advisors, Inc. 0.01% New 2,454 $281K
New Age Alpha Advisors, LLC 0.01% Add +315.8% 2,453 $281K
Drive Wealth Management, LLC 0.06% Add +6.0% 2,441 $280K
Argent Trust Co 0.01% Reduce -2.8% 2,404 $275K
Ariston Services Group 0.17% No change 2,401 $275K
Hilltop Partners LLC 0.08% Reduce -5.9% 2,389 $274K
Planning Center, Inc. 0.03% Reduce -0.0% 2,382 $273K
Trustmark Bank Trust Department 0.02% Reduce -3.6% 2,381 $273K
Navera Investment Management Ltd. 0.01% No change 2,380 $273K
PUREfi Wealth, LLC 0.21% Reduce -6.1% 2,377 $272K
Baker Ellis Asset Management LLC 0.03% New 2,372 $272K
Liberty Wealth Management LLC 0.04% Add +1.3% 2,370 $272K
Atlantic Union Bankshares Corp 0.01% Add +218.7% 2,358 $270K
Choate Investment Advisors 0.01% Reduce -28.5% 2,347 $269K
Optimize Financial Inc. 0.14% New 2,342 $268K
Tower Wealth Partners, Inc. 0.15% Add +1.6% 2,339 $268K
Kera Capital Partners, Inc. 0.04% Add +18.2% 2,336 $268K
Spirepoint Private Client, LLC 0.03% Add +17.6% 2,331 $267K
LCNB Corp. 0.09% No change 2,318 $266K
Roman Butler Fullerton & Co. 0.07% No change 2,310 $265K
Fiduciary Financial Group, LLC 0.04% No change 2,307 $264K
Main Street Financial Solutions, LLC 0.02% Add +0.2% 2,305 $264K
Farmers & Merchants Trust Co of Chambersburg PA 0.07% No change 2,300 $264K
Ieq Capital, LLC 0.00% Reduce -7.3% 2,280 $261K
Aprio Wealth Management, LLC 0.03% New 2,273 $260K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -11.9% 2,256 $259K
Essex Bank 0.06% Add +0.3% 2,252 $258K
Alliance Wealth Advisors, LLC 0.13% Add +3.1% 2,244 $257K
Tocqueville Asset Management L.P. 0.00% New 2,235 $256K
Pure Financial Advisors, LLC 0.00% Add +15.0% 2,233 $256K
Lockerman Financial Group, Inc. 0.32% Reduce -0.1% 2,228 $255K
National Wealth Management Group, LLC 0.10% New 2,221 $255K
Perkins Coie Trust Co 0.05% No change 2,202 $252K
Capital Management Corp. 0.04% No change 2,200 $252K
CFM Wealth Partners LLC 0.04% No change 2,197 $252K
Cozad Asset Management Inc. 0.02% No change 2,194 $251K
Great Lakes Advisors, LLC 0.00% Reduce -12.7% 2,192 $251K
Second Line Capital, LLC 0.05% Reduce -0.3% 2,187 $251K
WealthShield Partners, LLC 0.03% No change 2,179 $250K
Longboard Asset Management, LP 0.40% No change 2,177 $249K
Pine Valley Investments Ltd Liability Co 0.01% Add +1.7% 2,174 $249K
Hager Investment Management Services, LLC 0.13% No change 2,170 $249K
Howe & Rusling Inc. 0.02% Reduce -3.4% 2,162 $248K
Blueshift Asset Management, LLC 0.08% New 2,157 $247K
Blake Schutter Theil Wealth Advisors, LLC 0.24% Reduce -0.3% 2,151 $246K
Park Place Capital Corp 0.05% Add +3.7% 2,151 $246K
SVB Wealth LLC 0.01% New 2,151 $246K
Mowery & Schoenfeld Wealth Management, LLC 0.42% No change 2,133 $244K
AMG National Trust Bank 0.01% No change 2,119 $243K
Flagship Harbor Advisors, LLC 0.01% Reduce -1.9% 2,103 $241K
Connecticut Wealth Management, LLC 0.01% Add +0.8% 2,092 $240K
KOM Wealth Management Group, LLC 0.18% Reduce -24.2% 2,081 $238K
Chicago Partners Investment Group LLC 0.01% Reduce -13.4% 2,069 $238K
Neville Rodie & Shaw Inc. 0.02% No change 2,078 $238K
Equitable Trust Co. 0.01% New 2,061 $236K
Howard Capital Management, LLC 0.00% Add +3.3% 2,058 $236K
FUKOKU MUTUAL LIFE INSURANCE Co 0.01% Reduce -19.6% 2,052 $235K
Cambria Investment Management, L.P. 0.01% New 2,051 $235K
Plotkin Financial Advisors, LLC 0.12% No change 2,042 $234K
Everpar Advisors LLC 0.09% New 2,030 $233K
Avestar Capital, LLC 0.02% New 2,028 $232K
RDA Financial Network 0.06% Reduce -11.4% 2,027 $232K
KilterHowling LLC 0.13% Add +0.8% 2,018 $231K
Fisher Asset Management 0.00% New 2,016 $231K
High Falls Advisors, Inc 0.05% Add +0.6% 2,011 $230K
Tompkins Financial Corp. 0.02% No change 2,000 $229K
Essex Financial Services, Inc. 0.01% Reduce -15.5% 1,997 $229K
ShankerValleau Wealth Advisors, Inc. 0.06% No change 1,993 $228K
Avidian Wealth Enterprises, LLC 0.01% Add +0.3% 1,974 $226K
Strategic Investment Advisors / MI 0.02% Reduce -31.8% 1,959 $224K
Perennial Investment Advisors, LLC 0.02% New 1,955 $224K
Edgemoor Investment Advisors, Inc. 0.02% No change 1,952 $224K
Inscription Capital, LLC 0.02% New 1,945 $223K
Addison Advisors LLC 0.05% Reduce -2.4% 1,941 $222K
Pacific Capital Wealth Advisors, Inc. 0.04% New 1,940 $222K
Dividend Assets Capital, LLC 0.04% Reduce -0.9% 1,936 $222K
Pitcairn Co. 0.02% Reduce -27.4% 1,933 $222K
OMC Financial Services LTD 0.08% New 1,922 $220K
Capital Investment Advisors, LLC 0.00% New 1,921 $220K
Defined Wealth Management, LLC 0.13% New 1,905 $218K
Wrapmanager Inc. 0.07% Reduce -13.5% 1,905 $218K
Boston Research & Management Inc. 0.05% New 1,902 $218K
Childress Capital Advisors, LLC 0.04% New 1,898 $217K
Baker Tilly Wealth Management, LLC 0.05% New 1,883 $216K
Sound Income Strategies, LLC 0.01% Add +14.5% 1,892 $215K
Community Bank & Trust, Waco, Texas 0.04% New 1,868 $214K
Brady Family Wealth, LLC 0.07% Reduce -34.5% 1,865 $214K
Synovus Financial Corp. 0.00% New 1,864 $214K
Astoria Portfolio Advisors LLC. 0.06% New 1,858 $213K
Fidelity D & D Bancorp Inc. 0.12% Reduce -11.1% 1,852 $212K
First Fiduciary Investment Counsel, Inc. 0.04% New 1,850 $212K
Finward Bancorp 0.16% New 1,843 $211K
Tradition Wealth Management, LLC 0.02% New 1,842 $211K
Clark Asset Management, LLC 0.02% New 1,839 $211K
Marshall Financial Group, LLC 0.04% New 1,837 $211K
Larson Financial Group LLC 0.01% Add +58.9% 1,834 $210K
Diversified Enterprises, LLC 0.01% New 1,833 $210K
Enterprise Financial Services Corp 0.11% Reduce -10.8% 1,826 $209K
Ipswich Investment Management Co., Inc. 0.05% New 1,812 $208K
Next Capital Management LLC 0.07% New 1,806 $207K
Pekin Hardy Strauss, Inc. 0.02% New 1,801 $206K
Bill Few Associates, Inc. 0.05% New 1,800 $206K
Correct Capital Wealth Management 0.04% New 1,800 $206K
CRA Financial Services, LLC 0.03% New 1,798 $206K
CX Institutional 0.01% Add +2.2% 1,801 $206K
First Command Advisory Services, Inc. 0.00% No change 1,794 $206K
Lazari Capital Management, Inc. 0.07% New 1,793 $205K
Tyche Wealth Partners LLC 0.04% Reduce -14.3% 1,782 $204K
Radnor Capital Management, LLC 0.03% New 1,778 $204K
Richardson Financial Services Inc. 0.13% Reduce -1.8% 1,773 $203K
Sugar Maple Asset Management, LLC 0.15% New 1,770 $203K
Shelton Capital Management 0.00% New 1,770 $203K
StoneX Group Inc. 0.01% New 1,764 $202K
Financial Partners Group, Inc 0.03% New 1,755 $201K
Acadian Asset Management LLC 0.00% Add +27.3% 1,757 $201K
Monetary Management Group Inc. 0.05% Reduce -23.9% 1,750 $201K
Cape Investment Advisory, Inc. 0.19% Add +4.7% 1,700 $195K
Gladwyn Financial Advisors, Inc. 0.14% Add +0.8% 1,679 $192K
Operose Advisors LLC 0.05% Add +26.6% 1,613 $185K
Cullen/Frost Bankers, Inc. 0.00% Add +25.5% 1,601 $183K
Virtus Investment Advisers, LLC 0.05% Reduce -4.5% 1,572 $180K
Quent Capital, LLC 0.01% New 1,541 $177K
Measured Wealth Private Client Group, LLC 0.04% New 1,412 $162K
Sunbelt Securities, Inc. 0.01% Add +2605.9% 1,380 $158K
Financial Perspectives, Inc 0.04% No change 1,338 $153K
NBT Bank, N.A. 0.01% Reduce -46.2% 535 $152K
JNBA Financial Advisors 0.01% No change 1,313 $150K
Financial Network Wealth Advisors LLC 0.16% Add +6.8% 1,269 $145K
CoreCap Advisors, LLC 0.01% Add +3.8% 1,218 $140K
Trust Co. of Vermont 0.01% No change 1,188 $136K
Hills Bank & Trust Co 0.01% No change 1,171 $134K
Creative Financial Designs Inc. 0.01% Add +7.2% 1,147 $131K
TD Waterhouse Canada Inc. 0.00% Add +3.6% 1,144 $129K
Evermay Wealth Management LLC 0.01% No change 1,128 $129K
St Germain D J Co. Inc. 0.01% Reduce -30.6% 1,110 $127K
RMG Wealth Management LLC 0.02% No change 1,059 $124K
Intelligent Financial Strategies 0.06% No change 1,059 $121K
TFC Financial Management, Inc. 0.02% Add +0.4% 1,058 $121K
TCTC Holdings, LLC 0.00% No change 1,018 $117K
Transamerica Financial Advisors, LLC 0.01% New 1,014 $116K
Avalon Trust Co 0.01% Add +50.0% 999 $114K
Pinnacle Bancorp, Inc. 0.03% No change 982 $113K
Prestige Wealth Management Group LLC 0.02% Add +0.2% 977 $112K
GPS Wealth Strategies Group, LLC 0.01% Reduce -36.7% 973 $112K
Cromwell Holdings LLC 0.06% Add +1.7% 946 $108K
Capital Advisors, Ltd. LLC 0.01% No change 913 $105K
First Pacific Financial 0.01% No change 902 $103K
FSA Wealth Management LLC 0.04% No change 900 $103K
SJS Investment Consulting Inc. 0.01% Add +7863.6% 876 $100K
Catalyst Capital Advisors LLC 0.00% Reduce -4.2% 869 $100K
Boit C F David 0.04% No change 867 $99K
Clean Yield Group 0.03% No change 867 $99K
Strategic Investment Solutions, Inc. 0.03% Add +0.6% 862 $99K
CYBER HORNET ETFs LLC 0.06% Add +3.6% 860 $99K
Rossby Financial, LCC 0.03% Reduce -1.8% 861 $97K
Mark Sheptoff Financial Planning, LLC 0.05% No change 840 $96K
Sentry Investment Management LLC 0.06% Reduce -9.3% 824 $94K
Oakworth Capital, Inc. 0.01% No change 809 $93K
Arcadia Investment Management Corp. 0.01% No change 800 $92K
Concord Wealth Partners 0.01% No change 781 $90K
Versant Capital Management, Inc 0.01% Add +2.1% 773 $89K
Trust Co 0.01% New 768 $88K
Independence Bank of Kentucky 0.01% No change 756 $87K
Manchester Capital Management LLC 0.01% Reduce -0.8% 736 $84K
GW&K Investment Management, LLC 0.00% Reduce -1.1% 731 $84K
Root Financial Partners, LLC 0.01% New 731 $84K
Guinness Asset Management LTD 0.00% New 704 $80K
Strengthening Families & Communities, LLC 0.02% Add +0.7% 699 $80K
TruNorth Capital Management, LLC 0.02% No change 690 $79K
Robbins Farley 0.03% No change 684 $78K
Joseph Group Capital Management 0.02% New 676 $77K
Ostrum Asset Management 0.00% Reduce -3.2% 660 $76K
Loomis Sayles & Co. L P 0.00% Reduce -20.3% 658 $75K
2UniFi Bank 0.04% No change 632 $72K
Lanark Financial, Inc. 0.01% Reduce -13.8% 630 $72K
JPL Wealth Management, LLC 0.02% New 628 $72K
Hollencrest Capital Management 0.00% No change 612 $70K
Financial Consulate, Inc. 0.01% New 612 $70K
Volterra Technologies LP 0.05% Reduce -48.6% 611 $70K
Tanglewood Legacy Advisors, LLC 0.03% No change 600 $69K
Flagship Wealth Advisors, LLC 0.02% No change 600 $69K
First Horizon Corp. 0.00% — 588 $67K
Anchor Investment Management, LLC 0.01% No change 587 $67K
St. Johns Investment Management Company, LLC 0.03% No change 580 $66K
Raiffeisen Bank International AG 0.00% Add +23.0% 578 $66K
GHP Investment Advisors, Inc. 0.00% Add +0.9% 569 $65K
CNB Bank 0.03% No change 564 $65K
Summit Securities Group LLC 0.02% Add +158.1% 555 $64K
Ancora Advisors LLC 0.00% No change 554 $63K
Barrett & Company, Inc. 0.02% Reduce -34.6% 540 $62K
Perritt Capital Management Inc 0.03% No change 524 $60K
Bruce G. Allen Investments, LLC 0.04% Reduce -1.1% 523 $60K
Cherry Tree Wealth Management, LLC 0.01% No change 521 $60K
Salem Investment Counselors Inc. 0.00% Reduce -12.3% 518 $59K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -19.6% 514 $59K
Deseret Mutual Benefit Administrators 0.02% No change 488 $56K
Binnacle Investments Inc 0.03% Add +9.2% 486 $56K
SOA Wealth Advisors, LLC. 0.01% No change 480 $55K
Seneschal Advisors, LLC 0.04% New 453 $52K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 440 $50K
CVA Family Office, LLC 0.01% Add +25.4% 440 $50K
Essex Investment Management Co. LLC 0.01% No change 430 $49K
Spire Wealth Management 0.00% Reduce -0.5% 423 $48K
Hoey Investments, Inc. 0.01% No change 423 $48K
Future Financial Wealth Managment LLC 0.03% No change 403 $46K
Lavaca Capital LLC 0.01% No change 400 $46K
William B. Walkup & Associates, Inc. 0.02% No change 398 $46K
Maryland Capital Advisors Inc. 0.02% No change 398 $46K
Aventus Investment Advisors, Inc. 0.04% No change 380 $44K
WPG Advisers, LLC 0.03% Add +0.3% 379 $43K
Creekmur Asset Management LLC 0.01% No change 378 $43K
Piscataqua Savings Bank 0.03% No change 378 $43K
Rise Advisors, LLC 0.02% Add +1.3% 377 $43K
Vestor Capital, LLC 0.00% New 372 $43K
ORG Partners LLC 0.01% Add +12.5% 369 $42K
Whittier Trust Co. 0.00% No change 359 $41K
Valued Wealth Advisors LLC 0.02% No change 343 $39K
Center for Financial Planning, Inc. 0.00% No change 333 $38K
Medallion Wealth Advisors, LLC 0.01% No change 332 $38K
Valley National Advisers Inc. 0.01% No change 338 $38K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 335 $38K
Peoples Financial Services Corp. 0.02% No change 326 $37K
Vermillion & White Wealth Management Group, LLC 0.02% New 312 $36K
Ameriflex Group, Inc. 0.01% Reduce -67.1% 310 $36K
Covestor Ltd 0.02% Add +21.3% 296 $34K
Silvant Capital Management LLC 0.00% No change 290 $33K
Atlantic Private Wealth, LLC 0.02% Add +0.7% 289 $33K
LOM Asset Management Ltd 0.01% Add +7.5% 285 $33K
New England Capital Financial Advisors LLC 0.01% Add +0.4% 279 $32K
Plante Moran Financial Advisors, LLC 0.00% Add +3.1% 264 $30K
Princeton Global Asset Management LLC 0.01% Add +0.4% 263 $30K
Osterweis Capital Management Inc. 0.00% No change 262 $30K
Salomon & Ludwin, LLC 0.00% New 265 $30K
Rosenberg Matthew Hamilton 0.01% No change 252 $29K
Grove Bank & Trust 0.00% No change 250 $29K
Coastline Trust Co 0.00% Reduce -4.6% 249 $29K
Prudent Man Investment Management, Inc. 0.02% No change 300 $28K
CoreFirst Bank & Trust 0.02% No change 245 $28K
Hughes Financial Services, LLC 0.00% No change 242 $27K
Truvestments Capital LLC 0.00% Add +1.3% 236 $27K
Scarborough Advisors, LLC 0.00% No change 230 $26K
Boyd Watterson Asset Management LLC 0.01% No change 228 $26K
Hemington Wealth Management 0.00% Add +2.2% 229 $26K
Gen-Wealth Partners Inc 0.01% No change 225 $26K
Alpine Bank Wealth Management 0.00% No change 214 $25K
AXA Investment Managers S.A. 0.00% — 205 $23K
HHM Wealth Advisors, LLC 0.00% Add +0.5% 204 $23K
Bank of New Hampshire 0.01% No change 200 $23K
Wolff Wiese Magana LLC 0.01% No change 193 $22K
MV Capital Management, Inc. 0.00% No change 192 $22K
GoalVest Advisory LLC 0.00% No change 190 $22K
Wealth Watch Advisors, INC 0.01% New 186 $21K
NFSG Corp 0.00% Reduce -6.6% 183 $21K
Hoese & Co LLP 0.02% No change 180 $21K
Nova Wealth Management, Inc. 0.01% Reduce -20.8% 168 $19K
First Community Trust NA 0.01% No change 166 $19K
Costello Asset Management, INC 0.01% Add +0.7% 155 $18K
SBI Securities Co., Ltd. 0.00% Add +2.7% 152 $17K
SouthState Bank Corp 0.00% Add +275.0% 150 $17K
KERR FINANCIAL PLANNING Corp 0.02% — 145 $16K
Essential Partners LLC 0.01% Add +187.8% 141 $16K
Midwest Capital Advisors, LLC 0.01% No change 136 $16K
Fortitude Family Office, LLC 0.00% Reduce -6.8% 136 $16K
Meeder Asset Management Inc. 0.00% New 135 $15K
PFS Partners, LLC 0.01% Add +27.7% 129 $15K
Rogco, LP 0.01% No change 126 $14K
Lazard Asset Management LLC 0.00% Add +6.1% 122 $14K
CGC Financial Services, LLC 0.00% No change 120 $14K
Ritter Daniher Financial Advisory LLC / DE 0.00% New 119 $14K
Kimelman & Baird, LLC 0.00% No change 116 $13K
Financial Management Professionals, Inc. 0.00% Add +0.9% 115 $13K
Cornerstone Planning Group LLC 0.00% Reduce -91.8% 11 $13K
Halbert Hargrove Global Advisors, LLC 0.00% Add +606.3% 113 $13K
DHJJ Financial Advisors, Ltd. 0.00% No change 112 $13K
Wiser Advisor Group LLC 0.02% New 111 $13K
Sachetta, LLC 0.00% No change 109 $12K
Strategic Wealth Partners, Ltd. 0.00% No change 109 $12K
Mendota Financial Group, LLC 0.01% No change 105 $12K
Key Financial Inc 0.00% No change 106 $12K
Front Row Advisors LLC 0.00% No change 102 $12K
HighMark Wealth Management LLC 0.01% No change 100 $11K
Chilton Capital Management LLC 0.00% No change 100 $11K
Physician Wealth Advisors, Inc. 0.00% Add +476.5% 98 $11K
JFS Wealth Advisors, LLC 0.00% No change 97 $11K
Hazlett, Burt & Watson, Inc. 0.00% No change 96 $11K
Millstone Evans Group, LLC 0.01% Add +41.8% 95 $11K
Stone House Investment Management, LLC 0.00% No change 90 $10K
True Wealth Design, LLC 0.00% Add +89.4% 89 $10K
MilWealth Group LLC 0.00% No change 89 $10K
Activest Wealth Management 0.00% Add +6.0% 88 $10K
LFA - Lugano Financial Advisors SA 0.01% No change 85 $10K
Solstein Capital, LLC 0.00% No change 82 $9K
Richard W. Paul & Associates, LLC 0.00% Add +1.3% 81 $9K
Murphy & Mullick Capital Management Corp 0.01% No change 80 $9K
Dunhill Financial, LLC 0.00% Reduce -42.6% 78 $9K
Harbor Investment Advisory, LLC 0.00% Reduce -1.3% 78 $9K
Marshall & Sterling Wealth Advisors Inc. 0.01% No change 74 $8K
Golden State Wealth Management, LLC 0.00% No change 71 $8K
Horizon Bancorp Inc. 0.00% No change 68 $8K
Howard Hughes Medical Institute 0.00% Add +1.5% 69 $8K
LRI Investments, LLC 0.00% No change 67 $8K
Darwin Wealth Management, LLC 0.00% No change 64 $7K
Accent Capital Management, LLC 0.00% New 63 $7K
Legacy Wealth Managment, LLC 0.00% No change 62 $7K
Dogwood Wealth Management LLC 0.00% Add +313.3% 62 $7K
Reyes Financial Architecture, Inc. 0.00% No change 61 $7K
S&T Bank 0.00% Add +400.0% 60 $7K
1620 Investment Advisors, Inc. 0.00% No change 59 $7K
Bayforest Capital Ltd 0.00% Reduce -76.4% 58 $7K
Abound Wealth Management 0.00% Reduce -1.8% 54 $6K
Barnes Dennig Private Wealth Management LLC 0.01% No change 53 $6K
Rakuten Securities, Inc. 0.00% New 50 $6K
Investors Research Corp 0.00% No change 47 $5K
IMG Wealth Management, Inc. 0.00% Add +27.8% 46 $5K
J.Safra Asset Management Corp 0.00% New 45 $5K
Retirement Wealth Solutions LLC 0.00% No change 44 $5K
Imprint Wealth LLC 0.02% — 44 $5K
Bogart Wealth, LLC 0.00% Reduce -68.3% 44 $5K
Keener Financial Planning LLC 0.00% No change 50 $5K
Avion Wealth 0.00% Reduce -19.3% 46 $5K
CBIZ Investment Advisory Services, LLC 0.00% Add +100.0% 42 $5K
Raffa Wealth Management, LLC 0.00% Reduce -69.7% 40 $5K
Glen Eagle Advisors, LLC 0.00% No change 40 $5K
Highline Wealth Partners LLC 0.00% Add +19.4% 37 $4K
Ogorek Anthony Joseph /NY/ 0.00% Add +5.0% 42 $4K
Private Wealth Management Group, LLC 0.00% No change 34 $4K
Bell Investment Advisors, Inc 0.00% Add +17.2% 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 $4K
Friedenthal Financial 0.00% Reduce -99.7% 31 $4K
Financial Gravity Asset Management, Inc. 0.00% — 30 $3K
Kilter Group LLC 0.00% Add +20.8% 29 $3K
McIlrath & Eck, LLC 0.00% No change 27 $3K
Coston, McIsaac & Partners 0.00% New 27 $3K
Winthrop Capital Management, LLC 0.00% New 25 $3K
Penserra Capital Management LLC 0.00% No change 27 $3K
Wealth Preservation Advisors, LLC 0.00% Add +26.3% 24 $3K
Global Wealth Strategies & Associates 0.00% New 22 $3K
Advanced Portfolio Management, LLC 0.01% New 22 $3K
Marquette Asset Management, LLC 0.00% New 22 $3K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -60.7% 22 $2K
Archer Investment Corp 0.00% No change 21 $2K
Dagco, Inc. 0.00% No change 20 $2K
Clark Wealth Partners 0.00% Add +23.5% 21 $2K
Evolution Wealth Management Inc. 0.00% Reduce -79.8% 19 $2K
Pineridge Advisors LLC 0.00% Add +5.6% 19 $2K
Clarity Asset Management, Inc. 0.00% New 18 $2K
Cloud Capital Management, LLC 0.00% New 19 $2K
Centerpoint Advisors, LLC 0.00% No change 18 $2K
Cedar Mountain Advisors, LLC 0.00% New 17 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +6.7% 16 $2K
Grey Fox Wealth Advisors, LLC 0.00% New 16 $2K
Heartwood Wealth Advisors LLC 0.00% New 16 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +23.1% 16 $2K
Logan Capital Management Inc. 0.00% Add +6.7% 16 $2K
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 15 $2K
Aspect Partners, LLC 0.00% No change 15 $2K
WestEnd Advisors, LLC 0.00% New 15 $2K
Rialto Wealth Management, LLC 0.00% Reduce -30.0% 14 $2K
Principia Wealth Advisory, LLC 0.00% Add +40.0% 14 $2K
Guerra Advisors Inc 0.00% New 10 $1K
American Capital Advisory, LLC 0.00% Add +50.0% 9 $1K
SWAN Capital LLC 0.00% New 9 $1K
Bare Financial Services, Inc 0.00% No change 9 $1K
Tortoise Investment Management, LLC 0.00% Add +200.0% 9 $1K
Cheviot Value Management, LLC 0.00% No change 8 $922
Winnacle Wealth LLC 0.00% New 8 $920
HFM Investment Advisors, LLC 0.00% No change 7 $802
Quest 10 Wealth Builders, Inc. 0.00% No change 5 $573
Nvwm, LLC 0.00% No change 5 $573
Davis Capital Management 0.00% — 4 $458
State of Wyoming 0.00% Reduce -99.8% 4 $458
Quaker Wealth Management, LLC 0.00% No change 3 $344
Elevation Wealth Partners, LLC 0.00% New 3 $344
IMA Advisory Services, Inc. 0.00% No change 3 $344
Signature Resources Capital Management, LLC 0.00% No change 2 $229

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