On this page, we present all of the funds holding American Electric Power from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding American Electric Power, with a link to that fund's top holdings. The next columns indicate the amount of American Electric Power stock held by each of the funds holding American Electric Power, followed by the American Electric Power position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 1352 funds holding American Electric Power within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Vanguard Group Inc.. For more details on the positions held by Vanguard Group Inc. (or by any of the other funds holding American Electric Power), click the fund name in the "Holder" column of the funds-holding-American Electric Power table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Vanguard Group Inc. | 49,225,322 | $3,998,081 | 12/31/2023 |
AEP | 49,225,322 | $3,998,081 | 12/31/2023 |
BlackRock Inc. | 44,982,740 | $3,653,498 | 12/31/2023 |
AEP | 44,982,740 | $3,653,498 | 12/31/2023 |
Wellington Management Group LLP | 28,431,544 | $2,309,210 | 12/31/2023 |
AEP | 28,431,544 | $2,309,210 | 12/31/2023 |
State Street Corp | 28,067,912 | $2,279,676 | 12/31/2023 |
AEP | 28,067,912 | $2,279,676 | 12/31/2023 |
Morgan Stanley | 11,962,038 | $971,557 | 12/31/2023 |
AEP | 11,962,038 | $971,557 | 12/31/2023 |
Geode Capital Management LLC | 10,941,525 | $886,174 | 12/31/2023 |
AEP | 10,941,525 | $886,174 | 12/31/2023 |
Invesco Ltd. | 8,779,509 | $713,072 | 12/31/2023 |
AEP | 8,779,509 | $713,072 | 12/31/2023 |
Lazard Asset Management LLC | 7,809,612 | $634,295 | 12/31/2023 |
AEP | 7,809,612 | $634,295 | 12/31/2023 |
Royal Bank of Canada | 7,173,081 | $582,597 | 12/31/2023 |
AEP | 7,173,081 | $582,597 | 12/31/2023 |
Nuveen Asset Management LLC | 6,817,314 | $554,769 | 12/31/2023 |
AEP | 6,817,314 | $554,769 | 12/31/2023 |
Bank of America Corp DE | $518,509 | 12/31/2023 | |
AEP | 6,234,002 | $506,326 | 12/31/2023 |
Call | 150,000 | $12,183 | 12/31/2023 |
Massachusetts Financial Services Co. MA | 6,034,570 | $490,128 | 12/31/2023 |
AEP | 6,034,570 | $490,128 | 12/31/2023 |
Franklin Resources Inc. | 5,602,681 | $455,050 | 12/31/2023 |
AEP | 5,602,681 | $455,050 | 12/31/2023 |
Legal & General Group Plc | 5,446,144 | $442,336 | 12/31/2023 |
AEP | 5,446,144 | $442,336 | 12/31/2023 |
Ameriprise Financial Inc. | 5,309,422 | $431,201 | 12/31/2023 |
AEP | 5,309,422 | $431,201 | 12/31/2023 |
Northern Trust Corp | 4,897,892 | $397,807 | 12/31/2023 |
AEP | 4,897,892 | $397,807 | 12/31/2023 |
UBS Group AG | $394,606 | 12/31/2023 | |
AEP | 4,431,074 | $359,892 | 12/31/2023 |
Call | 431,000 | $35,006 | 12/31/2023 |
Put | 3,600 | $292 | 12/31/2023 |
Alliancebernstein L.P. | 4,742,312 | $385,171 | 12/31/2023 |
AEP | 4,742,312 | $385,171 | 12/31/2023 |
Allspring Global Investments Holdings LLC | 4,441,560 | $382,418 | 03/31/2024 |
AEP | 4,441,560 | $382,418 | 03/31/2024 |
Federated Hermes Inc. | 4,673,347 | $379,569 | 12/31/2023 |
AEP | 4,673,347 | $379,569 | 12/31/2023 |
Wells Fargo & Company MN | 4,644,988 | $377,266 | 12/31/2023 |
AEP | 4,644,988 | $377,266 | 12/31/2023 |
Bank of New York Mellon Corp | 3,862,414 | $332,554 | 03/31/2024 |
AEP | 3,862,414 | $332,554 | 03/31/2024 |
Neuberger Berman Group LLC | 4,048,505 | $328,828 | 12/31/2023 |
AEP | 4,048,505 | $328,828 | 12/31/2023 |
Goldman Sachs Group Inc. | 3,335,039 | $270,872 | 12/31/2023 |
AEP | 3,335,039 | $270,872 | 12/31/2023 |
California Public Employees Retirement System | 3,032,830 | $261,127 | 03/31/2024 |
AEP | 3,032,830 | $261,127 | 03/31/2024 |
FMR LLC | 3,188,221 | $258,947 | 12/31/2023 |
AEP | 3,188,221 | $258,947 | 12/31/2023 |
Amundi | 2,906,184 | $244,497 | 12/31/2023 |
AEP | 2,906,184 | $244,497 | 12/31/2023 |
Charles Schwab Investment Management Inc. | 2,983,393 | $242,311 | 12/31/2023 |
AEP | 2,983,393 | $242,311 | 12/31/2023 |
Barclays PLC | 2,945,360 | $239,221 | 12/31/2023 |
AEP | 2,945,360 | $239,221 | 12/31/2023 |
Twin Tree Management LP | $225,455 | 12/31/2023 | |
Call | 2,724,100 | $221,251 | 12/31/2023 |
AEP | 51,763 | $4,204 | 12/31/2023 |
Boston Partners | 2,743,304 | $222,785 | 12/31/2023 |
AEP | 2,743,304 | $222,785 | 12/31/2023 |
Envestnet Asset Management Inc. | 2,586,250 | $210,055 | 12/31/2023 |
AEP | 2,586,250 | $210,055 | 12/31/2023 |
Nomura Holdings Inc. | 2,162,851 | $175,667 | 12/31/2023 |
AEP | 2,162,851 | $175,667 | 12/31/2023 |
Nordea Investment Management AB | 1,995,884 | $171,127 | 03/31/2024 |
AEP | 1,995,884 | $171,127 | 03/31/2024 |
Millennium Management LLC | $164,064 | 12/31/2023 | |
AEP | 2,004,302 | $162,789 | 12/31/2023 |
Call | 43,700 | $3,549 | 12/31/2023 |
Put | 28,000 | $2,274 | 12/31/2023 |
ANTIPODES PARTNERS Ltd | 1,994,886 | $162,024 | 12/31/2023 |
AEP | 1,994,886 | $162,024 | 12/31/2023 |
Soroban Capital Partners LP | 1,963,982 | $159,515 | 12/31/2023 |
AEP | 1,963,982 | $159,515 | 12/31/2023 |
JPMorgan Chase & Co. | 1,914,535 | $155,499 | 12/31/2023 |
AEP | 1,914,535 | $155,499 | 12/31/2023 |
UBS Asset Management Americas Inc. | 1,912,002 | $155,293 | 12/31/2023 |
AEP | 1,912,002 | $155,293 | 12/31/2023 |
Janus Henderson Group PLC | 1,829,526 | $148,593 | 12/31/2023 |
AEP | 1,829,526 | $148,593 | 12/31/2023 |
Energy Income Partners LLC | 1,740,671 | $141,377 | 12/31/2023 |
AEP | 1,740,671 | $141,377 | 12/31/2023 |
Pictet Asset Management Holding SA | 1,613,516 | $131,050 | 12/31/2023 |
AEP | 1,613,516 | $131,050 | 12/31/2023 |
Swiss National Bank | 1,611,000 | $130,845 | 12/31/2023 |
AEP | 1,611,000 | $130,845 | 12/31/2023 |
Sumitomo Mitsui Trust Holdings Inc. | 1,389,249 | $119,614 | 03/31/2024 |
AEP | 1,389,249 | $119,614 | 03/31/2024 |
ATLAS Infrastructure Partners UK Ltd. | 1,469,723 | $119,371 | 12/31/2023 |
AEP | 1,469,723 | $119,371 | 12/31/2023 |
Capital Research Global Investors | 1,441,411 | $117,071 | 12/31/2023 |
AEP | 1,441,411 | $117,071 | 12/31/2023 |
Bank of Montreal Can | 1,401,547 | $114,464 | 12/31/2023 |
AEP | 1,401,547 | $114,464 | 12/31/2023 |
First Trust Advisors LP | 1,395,676 | $113,357 | 12/31/2023 |
AEP | 1,395,676 | $113,357 | 12/31/2023 |
Macquarie Group Ltd. | 1,330,221 | $112,105 | 12/31/2023 |
AEP | 1,330,221 | $112,105 | 12/31/2023 |
Maple Brown Abbott Ltd | 1,238,580 | $106,629 | 03/31/2024 |
AEP | 1,238,580 | $106,629 | 03/31/2024 |
National Pension Service | 1,305,479 | $106,031 | 12/31/2023 |
AEP | 1,305,479 | $106,031 | 12/31/2023 |
Raymond James & Associates | 1,221,179 | $105,143 | 03/31/2024 |
AEP | 1,221,179 | $105,143 | 03/31/2024 |
Susquehanna International Group LLP | $102,220 | 12/31/2023 | |
Call | 1,288,000 | $104,611 | 12/31/2023 |
Put | 307,900 | $25,008 | 12/31/2023 |
AEP | 278,471 | $22,617 | 12/31/2023 |
Icahn Carl C | 1,205,300 | $97,894 | 12/31/2023 |
AEP | 1,205,300 | $97,894 | 12/31/2023 |
Epoch Investment Partners Inc. | 1,136,582 | $92,313 | 12/31/2023 |
AEP | 1,136,582 | $92,313 | 12/31/2023 |
Dimensional Fund Advisors LP | 1,114,929 | $90,556 | 12/31/2023 |
AEP | 1,114,929 | $90,556 | 12/31/2023 |
Duff & Phelps Investment Management Co. | 1,060,900 | $86,166 | 12/31/2023 |
AEP | 1,060,900 | $86,166 | 12/31/2023 |
Crawford Investment Counsel Inc. | 1,043,622 | $84,763 | 12/31/2023 |
AEP | 1,043,622 | $84,763 | 12/31/2023 |
Chevy Chase Trust Holdings Inc. | 1,031,423 | $83,772 | 12/31/2023 |
AEP | 1,031,423 | $83,772 | 12/31/2023 |
Jane Street Group LLC | $79,366 | 12/31/2023 | |
Call | 794,700 | $64,546 | 12/31/2023 |
AEP | 257,865 | $20,944 | 12/31/2023 |
Put | 75,400 | $6,124 | 12/31/2023 |
Johnson Investment Counsel Inc. | 976,327 | $79,297 | 12/31/2023 |
AEP | 976,327 | $79,297 | 12/31/2023 |
Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 971,156 | $78,877 | 12/31/2023 |
AEP | 971,156 | $78,877 | 12/31/2023 |
Citadel Advisors LLC | $77,305 | 12/31/2023 | |
Call | 1,181,100 | $95,929 | 12/31/2023 |
Put | 229,300 | $18,624 | 12/31/2023 |
Rhumbline Advisers | 909,803 | $73,894 | 12/31/2023 |
AEP | 909,803 | $73,894 | 12/31/2023 |
Canada Pension Plan Investment Board | 889,470 | $72,243 | 12/31/2023 |
AEP | 889,470 | $72,243 | 12/31/2023 |
HighTower Advisors LLC | 884,890 | $71,800 | 12/31/2023 |
AEP | 884,890 | $71,800 | 12/31/2023 |
Korea Investment CORP | 883,259 | $71,738 | 12/31/2023 |
AEP | 883,259 | $71,738 | 12/31/2023 |
LPL Financial LLC | 865,200 | $70,272 | 12/31/2023 |
AEP | 865,200 | $70,272 | 12/31/2023 |
The Manufacturers Life Insurance Company | 861,127 | $69,941 | 12/31/2023 |
AEP | 861,127 | $69,941 | 12/31/2023 |
Hsbc Holdings PLC | $68,078 | 12/31/2023 | |
AEP | 868,267 | $70,417 | 12/31/2023 |
Put | 28,900 | $2,339 | 12/31/2023 |
Jennison Associates LLC | 785,930 | $67,669 | 03/31/2024 |
AEP | 785,930 | $67,669 | 03/31/2024 |
Huntington National Bank | 814,022 | $66,115 | 12/31/2023 |
AEP | 814,022 | $66,115 | 12/31/2023 |
Stifel Financial Corp | 802,879 | $65,212 | 12/31/2023 |
AEP | 802,879 | $65,212 | 12/31/2023 |
Victory Capital Management Inc. | 782,593 | $63,562 | 12/31/2023 |
AEP | 782,593 | $63,562 | 12/31/2023 |
Mawer Investment Management Ltd. | 738,835 | $60,008 | 12/31/2023 |
AEP | 738,835 | $60,008 | 12/31/2023 |
California State Teachers Retirement System | 735,120 | $59,706 | 12/31/2023 |
AEP | 735,120 | $59,706 | 12/31/2023 |
Price T Rowe Associates Inc. MD | 711,610 | $57,798 | 12/31/2023 |
AEP | 711,610 | $57,798 | 12/31/2023 |
Gabelli Funds LLC | 706,550 | $57,386 | 12/31/2023 |
AEP | 706,550 | $57,386 | 12/31/2023 |
M&T Bank Corp | $57,023 | 12/31/2023 | |
AEP | 701,971 | $57,014 | 12/31/2023 |
Call | 110 | $9 | 12/31/2023 |
Principal Financial Group Inc. | 634,943 | $54,669 | 03/31/2024 |
AEP | 634,943 | $54,669 | 03/31/2024 |
BNP Paribas Arbitrage SA | 629,108 | $54,166 | 03/31/2024 |
AEP | 629,108 | $54,166 | 03/31/2024 |
Strs Ohio | 652,136 | $52,966 | 12/31/2023 |
AEP | 652,136 | $52,966 | 12/31/2023 |
New York State Common Retirement Fund | 649,370 | $52,742 | 12/31/2023 |
AEP | 649,370 | $52,742 | 12/31/2023 |
Empower Advisory Group LLC | 605,697 | $52,151 | 03/31/2024 |
AEP | 605,697 | $52,151 | 03/31/2024 |
Deutsche Bank AG | 639,893 | $51,972 | 12/31/2023 |
AEP | 639,893 | $51,972 | 12/31/2023 |
The PNC Financial Services Group Inc. | 603,301 | $49,000 | 12/31/2023 |
AEP | 603,301 | $49,000 | 12/31/2023 |
Mitsubishi UFJ Kokusai Asset Management Co. Ltd. | 567,659 | $47,331 | 12/31/2023 |
AEP | 567,659 | $47,331 | 12/31/2023 |
First Financial Bankshares Inc | 582,687 | $47,326 | 12/31/2023 |
AEP | 582,687 | $47,326 | 12/31/2023 |
Simplex Trading LLC | $47,269 | 03/31/2024 | |
Call | 712,300 | $61,329 | 03/31/2024 |
Put | 184,200 | $15,859 | 03/31/2024 |
AEP | 20,899 | $1,799 | 03/31/2024 |
Citigroup Inc. | $45,855 | 12/31/2023 | |
AEP | 549,583 | $44,637 | 12/31/2023 |
Call | 15,000 | $1,218 | 12/31/2023 |
Qube Research & Technologies Ltd | 556,547 | $45,203 | 12/31/2023 |
AEP | 556,547 | $45,203 | 12/31/2023 |
State Board of Administration of Florida Retirement System | 553,586 | $44,962 | 12/31/2023 |
AEP | 553,586 | $44,962 | 12/31/2023 |
National Bank of Canada FI | 532,895 | $44,371 | 12/31/2023 |
AEP | 532,895 | $44,371 | 12/31/2023 |
Prudential Financial Inc. | 541,576 | $43,832 | 12/31/2023 |
AEP | 541,576 | $43,832 | 12/31/2023 |
New York State Teachers Retirement System | 495,882 | $42,695 | 03/31/2024 |
AEP | 495,882 | $42,695 | 03/31/2024 |
Mirae Asset Global Investments Co. Ltd. | 475,583 | $41,925 | 03/31/2024 |
AEP | 475,583 | $41,925 | 03/31/2024 |
Bollard Group LLC | 514,204 | $41,764 | 12/31/2023 |
AEP | 514,204 | $41,764 | 12/31/2023 |
Ferguson Wellman Capital Management Inc. | 474,643 | $40,867 | 03/31/2024 |
AEP | 474,643 | $40,867 | 03/31/2024 |
Commerce Bank | 500,591 | $40,658 | 12/31/2023 |
AEP | 500,591 | $40,658 | 12/31/2023 |
Capital Fund Management S.A. | $40,388 | 12/31/2023 | |
Call | 587,400 | $47,709 | 12/31/2023 |
Put | 413,100 | $33,552 | 12/31/2023 |
AEP | 322,967 | $26,231 | 12/31/2023 |
Guggenheim Capital LLC | 493,975 | $40,121 | 12/31/2023 |
AEP | 493,975 | $40,121 | 12/31/2023 |
ProShare Advisors LLC | 478,921 | $38,898 | 12/31/2023 |
AEP | 478,921 | $38,898 | 12/31/2023 |
Vaughan David Investments LLC IL | 461,865 | $37,513 | 12/31/2023 |
AEP | 461,865 | $37,513 | 12/31/2023 |
Tortoise Capital Advisors L.L.C. | 449,152 | $36,480 | 12/31/2023 |
AEP | 449,152 | $36,480 | 12/31/2023 |
UniSuper Management Pty Ltd | 446,986 | $36,304 | 12/31/2023 |
AEP | 446,986 | $36,304 | 12/31/2023 |
Credit Suisse AG | 441,846 | $35,887 | 12/31/2023 |
AEP | 441,846 | $35,887 | 12/31/2023 |
Alpha Cubed Investments LLC | 407,972 | $35,126 | 03/31/2024 |
AEP | 407,972 | $35,126 | 03/31/2024 |
Gateway Investment Advisers LLC | 405,108 | $34,880 | 03/31/2024 |
AEP | 405,108 | $34,880 | 03/31/2024 |
Natixis Advisors L.P. | 396,388 | $34,129 | 03/31/2024 |
AEP | 396,388 | $34,129 | 03/31/2024 |
ZWJ Investment Counsel Inc. | 393,073 | $33,844 | 03/31/2024 |
AEP | 393,073 | $33,844 | 03/31/2024 |
Baird Financial Group Inc. | 416,183 | $33,802 | 12/31/2023 |
AEP | 416,183 | $33,802 | 12/31/2023 |
Nexus Investment Management ULC | 389,730 | $33,556 | 03/31/2024 |
AEP | 389,730 | $33,556 | 03/31/2024 |
Truist Financial Corp | 405,601 | $32,943 | 12/31/2023 |
AEP | 405,601 | $32,943 | 12/31/2023 |
Ensign Peak Advisors Inc | 392,281 | $31,861 | 12/31/2023 |
AEP | 392,281 | $31,861 | 12/31/2023 |
OLD Republic International Corporation | 366,300 | $31,538 | 03/31/2024 |
AEP | 366,300 | $31,538 | 03/31/2024 |
Magellan Asset Management Ltd | 386,862 | $31,421 | 12/31/2023 |
AEP | 386,862 | $31,421 | 12/31/2023 |
Mackenzie Financial Corp | 385,817 | $31,336 | 12/31/2023 |
AEP | 385,817 | $31,336 | 12/31/2023 |
Advisor Group Holdings Inc. | 383,603 | $31,166 | 12/31/2023 |
AEP | 383,603 | $31,166 | 12/31/2023 |
Reaves W H & Co. Inc. | 382,938 | $31,102 | 12/31/2023 |
AEP | 382,938 | $31,102 | 12/31/2023 |
Voya Investment Management LLC | 369,929 | $30,046 | 12/31/2023 |
AEP | 369,929 | $30,046 | 12/31/2023 |
Mitsubishi UFJ Trust & Banking Corp | 355,337 | $28,860 | 12/31/2023 |
AEP | 355,337 | $28,860 | 12/31/2023 |
Renaissance Technologies LLC | 346,400 | $28,135 | 12/31/2023 |
AEP | 346,400 | $28,135 | 12/31/2023 |
Schonfeld Strategic Advisors LLC | 321,907 | $26,145 | 12/31/2023 |
AEP | 321,907 | $26,145 | 12/31/2023 |
Commonwealth Equity Services LLC | 302,394 | $26,036 | 03/31/2024 |
AEP | 302,394 | $26,036 | 03/31/2024 |
Zacks Investment Management | 314,777 | $25,566 | 12/31/2023 |
AEP | 314,777 | $25,566 | 12/31/2023 |
State of New Jersey Common Pension Fund D | 291,057 | $25,060 | 03/31/2024 |
AEP | 291,057 | $25,060 | 03/31/2024 |
AQR Capital Management LLC | 309,739 | $25,052 | 12/31/2023 |
AEP | 309,739 | $25,052 | 12/31/2023 |
Toronto Dominion Bank | 302,743 | $24,589 | 12/31/2023 |
AEP | 302,743 | $24,589 | 12/31/2023 |
Sei Investments Co. | 298,292 | $24,227 | 12/31/2023 |
AEP | 298,292 | $24,227 | 12/31/2023 |
State of Wisconsin Investment Board | 280,334 | $22,769 | 12/31/2023 |
AEP | 280,334 | $22,769 | 12/31/2023 |
TD Asset Management Inc. | 277,485 | $22,537 | 12/31/2023 |
AEP | 277,485 | $22,537 | 12/31/2023 |
Creative Planning | 269,898 | $21,921 | 12/31/2023 |
AEP | 269,898 | $21,921 | 12/31/2023 |
Public Employees Retirement System of Ohio | 263,984 | $21,441 | 12/31/2023 |
AEP | 263,984 | $21,441 | 12/31/2023 |
Squarepoint Ops LLC | $21,161 | 12/31/2023 | |
Call | 287,900 | $23,383 | 12/31/2023 |
Put | 41,600 | $3,379 | 12/31/2023 |
AEP | 14,250 | $1,157 | 12/31/2023 |
Standard Life Aberdeen plc | 258,063 | $20,960 | 12/31/2023 |
AEP | 258,063 | $20,960 | 12/31/2023 |
Great West Life Assurance Co. Can | 257,831 | $20,842 | 12/31/2023 |
AEP | 257,831 | $20,842 | 12/31/2023 |
Asset Management One Co. Ltd. | 241,420 | $20,786 | 03/31/2024 |
AEP | 241,420 | $20,786 | 03/31/2024 |
Chartwell Investment Partners LLC | 252,424 | $20,502 | 12/31/2023 |
AEP | 252,424 | $20,502 | 12/31/2023 |
Walleye Trading LLC | $20,422 | 12/31/2023 | |
Call | 209,100 | $16,983 | 12/31/2023 |
AEP | 88,534 | $7,191 | 12/31/2023 |
Put | 46,200 | $3,752 | 12/31/2023 |
Thrivent Financial for Lutherans | 250,354 | $20,334 | 12/31/2023 |
AEP | 250,354 | $20,334 | 12/31/2023 |
US Bancorp DE | 248,475 | $20,181 | 12/31/2023 |
AEP | 248,475 | $20,181 | 12/31/2023 |
Matrix Asset Advisors Inc. NY | 233,394 | $20,095 | 03/31/2024 |
AEP | 233,394 | $20,095 | 03/31/2024 |
FUKOKU MUTUAL LIFE INSURANCE Co | 242,227 | $19,674 | 12/31/2023 |
AEP | 242,227 | $19,674 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 225,334 | $19,401 | 03/31/2024 |
AEP | 225,334 | $19,401 | 03/31/2024 |
Treasurer of the State of North Carolina | 228,629 | $18,569 | 12/31/2023 |
AEP | 228,629 | $18,569 | 12/31/2023 |
Cullen Frost Bankers Inc. | 224,882 | $18,265 | 12/31/2023 |
AEP | 224,882 | $18,265 | 12/31/2023 |
Adage Capital Partners GP L.L.C. | 223,306 | $18,137 | 12/31/2023 |
AEP | 223,306 | $18,137 | 12/31/2023 |
American Century Companies Inc. | 223,019 | $18,114 | 12/31/2023 |
AEP | 223,019 | $18,114 | 12/31/2023 |
GW Henssler & Associates Ltd. | 217,691 | $17,681 | 12/31/2023 |
AEP | 217,691 | $17,681 | 12/31/2023 |
Systematic Alpha Investments LLC | 217,000 | $17,625 | 12/31/2023 |
AEP | 217,000 | $17,625 | 12/31/2023 |
State of Tennessee Treasury Department | 211,770 | $17,200 | 12/31/2023 |
AEP | 211,770 | $17,200 | 12/31/2023 |
ING Groep NV | 209,059 | $16,980 | 12/31/2023 |
AEP | 209,059 | $16,980 | 12/31/2023 |
Eastern Bank | 207,674 | $16,867 | 12/31/2023 |
AEP | 207,674 | $16,867 | 12/31/2023 |
Stack Financial Management Inc | 193,408 | $16,652 | 03/31/2024 |
AEP | 193,408 | $16,652 | 03/31/2024 |
Godsey & Gibb Associates | 193,144 | $16,630 | 03/31/2024 |
AEP | 193,144 | $16,630 | 03/31/2024 |
AE Wealth Management LLC | 207,791 | $16,174 | 12/31/2023 |
AEP | 207,791 | $16,174 | 12/31/2023 |
Fifth Third Bancorp | 183,641 | $15,811 | 03/31/2024 |
AEP | 183,641 | $15,811 | 03/31/2024 |
CIBC Asset Management Inc | 191,831 | $15,581 | 12/31/2023 |
AEP | 191,831 | $15,581 | 12/31/2023 |
Rafferty Asset Management LLC | 190,234 | $15,451 | 12/31/2023 |
AEP | 190,234 | $15,451 | 12/31/2023 |
IFM Investors Pty Ltd | 173,809 | $14,965 | 03/31/2024 |
AEP | 173,809 | $14,965 | 03/31/2024 |
Janney Montgomery Scott LLC | 173,564 | $14,944 | 03/31/2024 |
AEP | 173,564 | $14,944 | 03/31/2024 |
Comerica Bank | 183,619 | $14,914 | 12/31/2023 |
AEP | 183,619 | $14,914 | 12/31/2023 |
Heathbridge Capital Management Ltd. | 171,250 | $14,745 | 03/31/2024 |
AEP | 171,250 | $14,745 | 03/31/2024 |
First Horizon Advisors Inc. | 170,868 | $14,712 | 03/31/2024 |
AEP | 170,868 | $14,712 | 03/31/2024 |
Nomura Asset Management Co. Ltd. | 175,806 | $14,279 | 12/31/2023 |
AEP | 175,806 | $14,279 | 12/31/2023 |
Scotia Capital Inc. | 175,716 | $14,272 | 12/31/2023 |
AEP | 175,716 | $14,272 | 12/31/2023 |
American International Group Inc. | 170,116 | $13,817 | 12/31/2023 |
AEP | 170,116 | $13,817 | 12/31/2023 |
Haverford Trust Co. | 157,627 | $13,572 | 03/31/2024 |
AEP | 157,627 | $13,572 | 03/31/2024 |
Decade Renewable Partners LP | 167,000 | $13,564 | 12/31/2023 |
AEP | 167,000 | $13,564 | 12/31/2023 |
Willis Investment Counsel | 155,613 | $13,398 | 03/31/2024 |
AEP | 155,613 | $13,398 | 03/31/2024 |
TIAA Trust National Association | 164,024 | $13,322 | 12/31/2023 |
AEP | 164,024 | $13,322 | 12/31/2023 |
Viking Fund Management LLC | 154,000 | $13,259 | 03/31/2024 |
AEP | 154,000 | $13,259 | 03/31/2024 |
Wealth Enhancement Advisory Services LLC | 152,028 | $13,090 | 03/31/2024 |
AEP | 152,028 | $13,090 | 03/31/2024 |
U.S. Capital Wealth Advisors LLC | 159,122 | $12,924 | 12/31/2023 |
AEP | 159,122 | $12,924 | 12/31/2023 |
CI Private Wealth LLC | 158,942 | $12,909 | 12/31/2023 |
AEP | 158,942 | $12,909 | 12/31/2023 |
State of Michigan Retirement System | 144,058 | $12,403 | 03/31/2024 |
AEP | 144,058 | $12,403 | 03/31/2024 |
Calamos Advisors LLC | 151,474 | $12,303 | 12/31/2023 |
AEP | 151,474 | $12,303 | 12/31/2023 |
USS Investment Management Ltd | 150,448 | $12,218 | 12/31/2023 |
AEP | 150,448 | $12,218 | 12/31/2023 |
Allen Mooney & Barnes Investment Advisors LLC | 147,219 | $12,206 | 03/31/2024 |
AEP | 147,219 | $12,206 | 03/31/2024 |
Two Sigma Investments LP | 145,630 | $11,828 | 12/31/2023 |
AEP | 145,630 | $11,828 | 12/31/2023 |
Arizona State Retirement System | 144,942 | $11,772 | 12/31/2023 |
AEP | 144,942 | $11,772 | 12/31/2023 |
Zimmer Partners LP | 143,765 | $11,677 | 12/31/2023 |
AEP | 143,765 | $11,677 | 12/31/2023 |
Cibc World Markets Corp | 142,871 | $11,604 | 12/31/2023 |
AEP | 142,871 | $11,604 | 12/31/2023 |
Man Group plc | 142,478 | $11,572 | 12/31/2023 |
AEP | 142,478 | $11,572 | 12/31/2023 |
Brookstone Capital Management | 133,288 | $11,476 | 03/31/2024 |
AEP | 133,288 | $11,476 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 132,300 | $11,391 | 03/31/2024 |
AEP | 132,300 | $11,391 | 03/31/2024 |
Russell Investments Group Ltd. | 138,197 | $11,225 | 12/31/2023 |
AEP | 138,197 | $11,225 | 12/31/2023 |
Wolverine Trading LLC | $11,093 | 12/31/2023 | |
Call | 183,300 | $14,888 | 12/31/2023 |
Put | 55,900 | $4,540 | 12/31/2023 |
AEP | 9,167 | $745 | 12/31/2023 |
Mariner LLC | 135,853 | $11,034 | 12/31/2023 |
AEP | 135,853 | $11,034 | 12/31/2023 |
DekaBank Deutsche Girozentrale | 128,171 | $10,831 | 03/31/2024 |
AEP | 128,171 | $10,831 | 03/31/2024 |
Van ECK Associates Corp | 125,037 | $10,766 | 03/31/2024 |
AEP | 125,037 | $10,766 | 03/31/2024 |
F&V Capital Management LLC | 124,625 | $10,730 | 03/31/2024 |
AEP | 124,625 | $10,730 | 03/31/2024 |
Rockefeller Capital Management L.P. | 129,636 | $10,529 | 12/31/2023 |
AEP | 129,636 | $10,529 | 12/31/2023 |
MetLife Investment Management LLC | 127,447 | $10,351 | 12/31/2023 |
AEP | 127,447 | $10,351 | 12/31/2023 |
Retirement Systems of Alabama | 116,068 | $9,993 | 03/31/2024 |
AEP | 116,068 | $9,993 | 03/31/2024 |
MML Investors Services LLC | 122,236 | $9,928 | 12/31/2023 |
AEP | 122,236 | $9,928 | 12/31/2023 |
Edgemoor Investment Advisors Inc. | 119,112 | $9,674 | 12/31/2023 |
AEP | 119,112 | $9,674 | 12/31/2023 |
Alberta Investment Management Corp | 118,543 | $9,628 | 12/31/2023 |
AEP | 118,543 | $9,628 | 12/31/2023 |
Teachers Retirement System of The State of Kentucky | 117,037 | $9,506 | 12/31/2023 |
AEP | 117,037 | $9,506 | 12/31/2023 |
Sequoia Financial Advisors LLC | 109,521 | $9,430 | 03/31/2024 |
AEP | 109,521 | $9,430 | 03/31/2024 |
Global Assets Advisory LLC | 108,660 | $9,356 | 03/31/2024 |
AEP | 108,660 | $9,356 | 03/31/2024 |
Amalgamated Bank | 107,613 | $9,265 | 03/31/2024 |
AEP | 107,613 | $9,265 | 03/31/2024 |
OLD National Bancorp IN | 105,351 | $9,071 | 03/31/2024 |
AEP | 105,351 | $9,071 | 03/31/2024 |
Texas Permanent School Fund | 108,577 | $8,819 | 12/31/2023 |
AEP | 108,577 | $8,819 | 12/31/2023 |
LSV Asset Management | 107,300 | $8,715 | 12/31/2023 |
AEP | 107,300 | $8,715 | 12/31/2023 |
Pinnacle Financial Partners Inc. | 100,227 | $8,630 | 03/31/2024 |
AEP | 100,227 | $8,630 | 03/31/2024 |
Captrust Financial Advisors | 106,065 | $8,615 | 12/31/2023 |
AEP | 106,065 | $8,615 | 12/31/2023 |
Zurcher Kantonalbank Zurich Cantonalbank | 96,722 | $8,328 | 03/31/2024 |
AEP | 96,722 | $8,328 | 03/31/2024 |
Invenomic Capital Management LP | 98,849 | $8,029 | 12/31/2023 |
AEP | 98,849 | $8,029 | 12/31/2023 |
Holocene Advisors LP | 98,322 | $7,986 | 12/31/2023 |
AEP | 98,322 | $7,986 | 12/31/2023 |
Czech National Bank | 92,528 | $7,967 | 03/31/2024 |
AEP | 92,528 | $7,967 | 03/31/2024 |
Pacer Advisors Inc. | 96,632 | $7,848 | 12/31/2023 |
AEP | 96,632 | $7,848 | 12/31/2023 |
Forsta AP Fonden | 95,900 | $7,789 | 12/31/2023 |
AEP | 95,900 | $7,789 | 12/31/2023 |
State of Alaska Department of Revenue | 89,408 | $7,697 | 03/31/2024 |
AEP | 89,408 | $7,697 | 03/31/2024 |
Illinois Municipal Retirement Fund | 94,258 | $7,656 | 12/31/2023 |
AEP | 94,258 | $7,656 | 12/31/2023 |
Mn Services Vermogensbeheer B.V. | 88,500 | $7,620 | 03/31/2024 |
AEP | 88,500 | $7,620 | 03/31/2024 |
Silvercrest Asset Management Group LLC | 93,166 | $7,567 | 12/31/2023 |
AEP | 93,166 | $7,567 | 12/31/2023 |
Capital Analysts LLC | 91,001 | $7,391 | 12/31/2023 |
AEP | 91,001 | $7,391 | 12/31/2023 |
First National Trust Co | 85,365 | $7,350 | 03/31/2024 |
AEP | 85,365 | $7,350 | 03/31/2024 |
Eagle Asset Management Inc. | 89,919 | $7,303 | 12/31/2023 |
AEP | 89,919 | $7,303 | 12/31/2023 |
Daiwa Securities Group Inc. | 84,239 | $7,253 | 03/31/2024 |
AEP | 84,239 | $7,253 | 03/31/2024 |
Utah Retirement Systems | 89,120 | $7,238 | 12/31/2023 |
AEP | 89,120 | $7,238 | 12/31/2023 |
Assetmark Inc. | 88,926 | $7,223 | 12/31/2023 |
AEP | 88,926 | $7,223 | 12/31/2023 |
Keystone Financial Planning Inc. | 83,515 | $7,191 | 03/31/2024 |
AEP | 83,515 | $7,191 | 03/31/2024 |
Schroder Investment Management Group | 87,087 | $7,073 | 12/31/2023 |
AEP | 87,087 | $7,073 | 12/31/2023 |
Goelzer Investment Management Inc. | 81,083 | $6,981 | 03/31/2024 |
AEP | 81,083 | $6,981 | 03/31/2024 |
Whittier Trust Co. | 80,858 | $6,962 | 03/31/2024 |
AEP | 80,858 | $6,962 | 03/31/2024 |
Wesbanco Bank Inc. | 80,810 | $6,958 | 03/31/2024 |
AEP | 80,810 | $6,958 | 03/31/2024 |
Group One Trading L.P. | $6,838 | 12/31/2023 | |
Call | 93,800 | $7,618 | 12/31/2023 |
Put | 9,600 | $780 | 12/31/2023 |
Walleye Capital LLC | $6,815 | 12/31/2023 | |
Call | 128,500 | $10,437 | 12/31/2023 |
Put | 44,600 | $3,622 | 12/31/2023 |
Yousif Capital Management LLC | 79,103 | $6,811 | 03/31/2024 |
AEP | 79,103 | $6,811 | 03/31/2024 |
AGF Management Ltd. | 83,372 | $6,771 | 12/31/2023 |
AEP | 83,372 | $6,771 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 80,311 | $6,523 | 12/31/2023 |
AEP | 80,311 | $6,523 | 12/31/2023 |
CIBC Private Wealth Group LLC | 78,550 | $6,380 | 12/31/2023 |
AEP | 78,550 | $6,380 | 12/31/2023 |
Tower Research Capital LLC TRC | 78,403 | $6,368 | 12/31/2023 |
AEP | 78,403 | $6,368 | 12/31/2023 |
Slocum Gordon & Co LLP | 73,902 | $6,363 | 03/31/2024 |
AEP | 73,902 | $6,363 | 03/31/2024 |
Salem Investment Counselors Inc. | 73,779 | $6,352 | 03/31/2024 |
AEP | 73,779 | $6,352 | 03/31/2024 |
Bank of Nova Scotia | 77,076 | $6,260 | 12/31/2023 |
AEP | 77,076 | $6,260 | 12/31/2023 |
Cetera Advisor Networks LLC | 76,979 | $6,252 | 12/31/2023 |
AEP | 76,979 | $6,252 | 12/31/2023 |
Eastover Investment Advisors LLC | 72,600 | $6,251 | 03/31/2024 |
AEP | 72,600 | $6,251 | 03/31/2024 |
Louisiana State Employees Retirement System | 71,900 | $6,191 | 03/31/2024 |
AEP | 71,900 | $6,191 | 03/31/2024 |
Meyer Handelman Co. | 71,139 | $6,125 | 03/31/2024 |
AEP | 71,139 | $6,125 | 03/31/2024 |
Public Employees Retirement Association of Colorado | 74,916 | $6,085 | 12/31/2023 |
AEP | 74,916 | $6,085 | 12/31/2023 |
New York Life Investment Management LLC | 74,410 | $6,044 | 12/31/2023 |
AEP | 74,410 | $6,044 | 12/31/2023 |
Soltis Investment Advisors LLC | 70,116 | $6,037 | 03/31/2024 |
AEP | 70,116 | $6,037 | 03/31/2024 |
BOKF NA | 74,253 | $6,031 | 12/31/2023 |
AEP | 74,253 | $6,031 | 12/31/2023 |
Farmers & Merchants Investments Inc. | 69,976 | $6,025 | 03/31/2024 |
AEP | 69,976 | $6,025 | 03/31/2024 |
Mutual of America Capital Management LLC | 68,947 | $5,936 | 03/31/2024 |
AEP | 68,947 | $5,936 | 03/31/2024 |
Argent Trust Co | 71,730 | $5,826 | 12/31/2023 |
AEP | 71,730 | $5,826 | 12/31/2023 |
Financial Counselors Inc. | 66,281 | $5,707 | 03/31/2024 |
AEP | 66,281 | $5,707 | 03/31/2024 |
Sumitomo Mitsui DS Asset Management Company Ltd | 64,954 | $5,593 | 03/31/2024 |
AEP | 64,954 | $5,593 | 03/31/2024 |
Nissay Asset Management Corp Japan ADV | 68,569 | $5,569 | 12/31/2023 |
AEP | 68,569 | $5,569 | 12/31/2023 |
Kempen Capital Management N.V. | 68,005 | $5,523 | 12/31/2023 |
AEP | 68,005 | $5,523 | 12/31/2023 |
Xponance Inc. | 67,786 | $5,506 | 12/31/2023 |
AEP | 67,786 | $5,506 | 12/31/2023 |
HGK Asset Management Inc. | 66,767 | $5,423 | 12/31/2023 |
AEP | 66,767 | $5,423 | 12/31/2023 |
Carret Asset Management LLC | 62,291 | $5,363 | 03/31/2024 |
AEP | 62,291 | $5,363 | 03/31/2024 |
Motco | 65,656 | $5,333 | 12/31/2023 |
AEP | 65,656 | $5,333 | 12/31/2023 |
Dakota Wealth Management | 61,795 | $5,321 | 03/31/2024 |
AEP | 61,795 | $5,321 | 03/31/2024 |
Cetera Investment Advisers | 65,515 | $5,321 | 12/31/2023 |
AEP | 65,515 | $5,321 | 12/31/2023 |
GTS Securities LLC | $5,288 | 12/31/2023 | |
Call | 122,700 | $9,966 | 12/31/2023 |
Put | 57,600 | $4,678 | 12/31/2023 |
Zions Bancorporation N.A. | 64,949 | $5,275 | 12/31/2023 |
AEP | 64,949 | $5,275 | 12/31/2023 |
Shelton Capital Management | 64,875 | $5,269 | 12/31/2023 |
AEP | 64,875 | $5,269 | 12/31/2023 |
CIBC World Markets Inc. | 64,224 | $5,216 | 12/31/2023 |
AEP | 64,224 | $5,216 | 12/31/2023 |
Telos Capital Management Inc. | 60,515 | $5,210 | 03/31/2024 |
AEP | 60,515 | $5,210 | 03/31/2024 |
Highland Capital Management LLC | 64,096 | $5,206 | 12/31/2023 |
AEP | 64,096 | $5,206 | 12/31/2023 |
Fluent Financial LLC | 59,548 | $5,127 | 03/31/2024 |
AEP | 59,548 | $5,127 | 03/31/2024 |
Capital Investment Advisors LLC | 59,408 | $5,115 | 03/31/2024 |
AEP | 59,408 | $5,115 | 03/31/2024 |
Steward Partners Investment Advisory LLC | 62,978 | $5,115 | 12/31/2023 |
AEP | 62,978 | $5,115 | 12/31/2023 |
Venture Visionary Partners LLC | 62,210 | $5,053 | 12/31/2023 |
AEP | 62,210 | $5,053 | 12/31/2023 |
Profund Advisors LLC | 61,959 | $5,032 | 12/31/2023 |
AEP | 61,959 | $5,032 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 61,858 | $5,024 | 12/31/2023 |
AEP | 61,858 | $5,024 | 12/31/2023 |
Public Sector Pension Investment Board | 61,612 | $5,004 | 12/31/2023 |
AEP | 61,612 | $5,004 | 12/31/2023 |
Atria Investments LLC | 60,826 | $4,940 | 12/31/2023 |
AEP | 60,826 | $4,940 | 12/31/2023 |
Simmons Bank | 60,608 | $4,923 | 12/31/2023 |
AEP | 60,608 | $4,923 | 12/31/2023 |
DAVENPORT & Co LLC | 60,113 | $4,882 | 12/31/2023 |
AEP | 60,113 | $4,882 | 12/31/2023 |
Meritage Portfolio Management | 56,659 | $4,878 | 03/31/2024 |
AEP | 56,659 | $4,878 | 03/31/2024 |
American Assets Investment Management LLC | 60,000 | $4,873 | 12/31/2023 |
AEP | 60,000 | $4,873 | 12/31/2023 |
Sand Hill Global Advisors LLC | 59,810 | $4,858 | 12/31/2023 |
AEP | 59,810 | $4,858 | 12/31/2023 |
Private Advisor Group LLC | 56,300 | $4,847 | 03/31/2024 |
AEP | 56,300 | $4,847 | 03/31/2024 |
Intech Investment Management LLC | 59,604 | $4,841 | 12/31/2023 |
AEP | 59,604 | $4,841 | 12/31/2023 |
Nisa Investment Advisors LLC | 56,099 | $4,830 | 03/31/2024 |
AEP | 56,099 | $4,830 | 03/31/2024 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 59,314 | $4,817 | 12/31/2023 |
AEP | 59,314 | $4,817 | 12/31/2023 |
QRG Capital Management Inc. | 59,296 | $4,816 | 12/31/2023 |
AEP | 59,296 | $4,816 | 12/31/2023 |
Peapack Gladstone Financial Corp | 58,910 | $4,784 | 12/31/2023 |
AEP | 58,910 | $4,784 | 12/31/2023 |
Massmutual Trust Co. FSB ADV | 53,959 | $4,646 | 03/31/2024 |
AEP | 53,959 | $4,646 | 03/31/2024 |
Benjamin Edwards Inc. | 53,807 | $4,633 | 03/31/2024 |
AEP | 53,807 | $4,633 | 03/31/2024 |
Beese Fulmer Investment Management Inc. | 51,244 | $4,412 | 03/31/2024 |
AEP | 51,244 | $4,412 | 03/31/2024 |
Vestcor Inc | 54,178 | $4,400 | 12/31/2023 |
AEP | 54,178 | $4,400 | 12/31/2023 |
Hallmark Capital Management Inc. | 53,758 | $4,366 | 12/31/2023 |
AEP | 53,758 | $4,366 | 12/31/2023 |
Panagora Asset Management Inc. | 53,199 | $4,321 | 12/31/2023 |
AEP | 53,199 | $4,321 | 12/31/2023 |
Guardian Capital Advisors LP | 51,061 | $4,315 | 12/31/2023 |
AEP | 51,061 | $4,315 | 12/31/2023 |
Glenmede Trust Co. NA | 53,073 | $4,311 | 12/31/2023 |
AEP | 53,073 | $4,311 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 52,935 | $4,300 | 12/31/2023 |
AEP | 52,935 | $4,300 | 12/31/2023 |
Orion Portfolio Solutions LLC | 50,610 | $4,277 | 12/31/2023 |
AEP | 50,610 | $4,277 | 12/31/2023 |
Hollow Brook Wealth Management LLC | 51,816 | $4,208 | 12/31/2023 |
AEP | 51,816 | $4,208 | 12/31/2023 |
Beaumont Financial Advisors LLC | 51,262 | $4,164 | 12/31/2023 |
AEP | 51,262 | $4,164 | 12/31/2023 |
Regions Financial Corp | 48,024 | $4,135 | 03/31/2024 |
AEP | 48,024 | $4,135 | 03/31/2024 |
Romano Brothers AND Company | 47,527 | $4,092 | 03/31/2024 |
AEP | 47,527 | $4,092 | 03/31/2024 |
Gulf International Bank UK Ltd | 47,512 | $4,090 | 03/31/2024 |
AEP | 47,512 | $4,090 | 03/31/2024 |
Keybank National Association OH | 50,088 | $4,068 | 12/31/2023 |
AEP | 50,088 | $4,068 | 12/31/2023 |
Kestra Private Wealth Services LLC | 45,839 | $3,947 | 03/31/2024 |
AEP | 45,839 | $3,947 | 03/31/2024 |
Occudo Quantitative Strategies LP | 48,514 | $3,940 | 12/31/2023 |
AEP | 48,514 | $3,940 | 12/31/2023 |
iA Global Asset Management Inc. | 47,296 | $3,841 | 12/31/2023 |
AEP | 47,296 | $3,841 | 12/31/2023 |
Pathstone Holdings LLC | 47,238 | $3,840 | 12/31/2023 |
AEP | 47,238 | $3,840 | 12/31/2023 |
Trexquant Investment LP | 46,789 | $3,800 | 12/31/2023 |
AEP | 46,789 | $3,800 | 12/31/2023 |
Patrick Mauro Investment Advisor INC. | 46,413 | $3,770 | 12/31/2023 |
AEP | 46,413 | $3,770 | 12/31/2023 |
First National Bank of Mount Dora Trust Investment Services | 43,466 | $3,742 | 03/31/2024 |
AEP | 43,466 | $3,742 | 03/31/2024 |
Oppenheimer & Co. Inc. | 46,052 | $3,740 | 12/31/2023 |
AEP | 46,052 | $3,740 | 12/31/2023 |
Putnam Investments LLC | 46,024 | $3,738 | 12/31/2023 |
AEP | 46,024 | $3,738 | 12/31/2023 |
Regal Investment Advisors LLC | 45,883 | $3,727 | 12/31/2023 |
AEP | 45,883 | $3,727 | 12/31/2023 |
Kayne Anderson Capital Advisors LP | 45,530 | $3,698 | 12/31/2023 |
AEP | 45,530 | $3,698 | 12/31/2023 |
Kestra Advisory Services LLC | 45,416 | $3,689 | 12/31/2023 |
AEP | 45,416 | $3,689 | 12/31/2023 |
Atria Wealth Solutions Inc. | 45,226 | $3,673 | 12/31/2023 |
AEP | 45,226 | $3,673 | 12/31/2023 |
Savant Capital LLC | 45,136 | $3,666 | 12/31/2023 |
AEP | 45,136 | $3,666 | 12/31/2023 |
Pittenger & Anderson Inc. | 42,220 | $3,635 | 03/31/2024 |
AEP | 42,220 | $3,635 | 03/31/2024 |
Advisors Management Group Inc. ADV | 42,113 | $3,626 | 03/31/2024 |
AEP | 42,113 | $3,626 | 03/31/2024 |
Rench Wealth Management Inc. | 44,011 | $3,575 | 12/31/2023 |
AEP | 44,011 | $3,575 | 12/31/2023 |
Alpha Omega Wealth Management LLC | 41,131 | $3,541 | 03/31/2024 |
AEP | 41,131 | $3,541 | 03/31/2024 |
Garland Capital Management Inc. | 40,955 | $3,526 | 03/31/2024 |
AEP | 40,955 | $3,526 | 03/31/2024 |
Wealthfront Advisers LLC | 40,373 | $3,476 | 03/31/2024 |
AEP | 40,373 | $3,476 | 03/31/2024 |
UMB Bank N A MO | 40,103 | $3,453 | 03/31/2024 |
AEP | 40,103 | $3,453 | 03/31/2024 |
Axxcess Wealth Management LLC | 42,422 | $3,446 | 12/31/2023 |
AEP | 42,422 | $3,446 | 12/31/2023 |
Kentucky Retirement Systems | 42,076 | $3,417 | 12/31/2023 |
AEP | 42,076 | $3,417 | 12/31/2023 |
Dean Investment Associates LLC | 41,790 | $3,394 | 12/31/2023 |
AEP | 41,790 | $3,394 | 12/31/2023 |
James Investment Research Inc. | 38,790 | $3,340 | 03/31/2024 |
AEP | 38,790 | $3,340 | 03/31/2024 |
Oregon Public Employees Retirement Fund | 41,055 | $3,334 | 12/31/2023 |
AEP | 41,055 | $3,334 | 12/31/2023 |
Maryland State Retirement & Pension System | 41,333 | $3,325 | 03/31/2024 |
AEP | 41,333 | $3,325 | 03/31/2024 |
Vident Advisory LLC | 40,904 | $3,322 | 12/31/2023 |
AEP | 40,904 | $3,322 | 12/31/2023 |
Cornerstone Advisors LLC | 40,900 | $3,322 | 12/31/2023 |
AEP | 40,900 | $3,322 | 12/31/2023 |
North Star Investment Management Corp. | 38,463 | $3,312 | 03/31/2024 |
AEP | 38,463 | $3,312 | 03/31/2024 |
Townsquare Capital LLC | 40,687 | $3,305 | 12/31/2023 |
AEP | 40,687 | $3,305 | 12/31/2023 |
Cerity Partners LLC | 40,446 | $3,285 | 12/31/2023 |
AEP | 40,446 | $3,285 | 12/31/2023 |
Mesirow Financial Investment Management Inc. | 37,970 | $3,270 | 03/31/2024 |
AEP | 37,970 | $3,270 | 03/31/2024 |
Jeppson Wealth Management LLC | 37,976 | $3,270 | 03/31/2024 |
AEP | 37,976 | $3,270 | 03/31/2024 |
Capital City Trust Co. FL | 39,864 | $3,238 | 12/31/2023 |
AEP | 39,864 | $3,238 | 12/31/2023 |
Blair William & Co. IL | 39,282 | $3,190 | 12/31/2023 |
AEP | 39,282 | $3,190 | 12/31/2023 |
Providence Capital Advisors LLC | 39,176 | $3,182 | 12/31/2023 |
AEP | 39,176 | $3,182 | 12/31/2023 |
Assenagon Asset Management S.A. | 36,816 | $3,170 | 03/31/2024 |
AEP | 36,816 | $3,170 | 03/31/2024 |
Exencial Wealth Advisors LLC | 38,944 | $3,163 | 12/31/2023 |
AEP | 38,944 | $3,163 | 12/31/2023 |
Fiduciary Trust Co. | 38,764 | $3,148 | 12/31/2023 |
AEP | 38,764 | $3,148 | 12/31/2023 |
KBC Group NV | 38,743 | $3,147 | 12/31/2023 |
AEP | 38,743 | $3,147 | 12/31/2023 |
SG Americas Securities LLC | 38,607 | $3,136 | 12/31/2023 |
AEP | 38,607 | $3,136 | 12/31/2023 |
Hendley & Co. Inc. | 36,367 | $3,131 | 03/31/2024 |
AEP | 36,367 | $3,131 | 03/31/2024 |
Morton Community Bank | 36,232 | $3,120 | 03/31/2024 |
AEP | 36,232 | $3,120 | 03/31/2024 |
Pinnacle Associates Ltd. | 36,128 | $3,111 | 03/31/2024 |
AEP | 36,128 | $3,111 | 03/31/2024 |
MainStreet Investment Advisors LLC | 38,007 | $3,087 | 12/31/2023 |
AEP | 38,007 | $3,087 | 12/31/2023 |
Worldquant Millennium Advisors LLC | 37,588 | $3,053 | 12/31/2023 |
AEP | 37,588 | $3,053 | 12/31/2023 |
Brookfield Asset Management Inc. | 37,490 | $3,045 | 12/31/2023 |
AEP | 37,490 | $3,045 | 12/31/2023 |
BTG Pactual Global Asset Management Ltd | 37,307 | $3,030 | 12/31/2023 |
AEP | 37,307 | $3,030 | 12/31/2023 |
Community Bank N.A. | 37,177 | $3,019 | 12/31/2023 |
AEP | 37,177 | $3,019 | 12/31/2023 |
Randolph Co Inc | 34,846 | $3,000 | 03/31/2024 |
AEP | 34,846 | $3,000 | 03/31/2024 |
Dynamic Technology Lab Private Ltd | 36,946 | $3,000 | 12/31/2023 |
AEP | 36,946 | $3,000 | 12/31/2023 |
TrueMark Investments LLC | 34,583 | $2,978 | 03/31/2024 |
AEP | 34,583 | $2,978 | 03/31/2024 |
Community Trust & Investment Co. | 36,664 | $2,978 | 12/31/2023 |
AEP | 36,664 | $2,978 | 12/31/2023 |
Hartford Investment Management Co. | 34,005 | $2,928 | 03/31/2024 |
AEP | 34,005 | $2,928 | 03/31/2024 |
Cyndeo Wealth Partners LLC | 33,678 | $2,900 | 03/31/2024 |
AEP | 33,678 | $2,900 | 03/31/2024 |
Mizuho Markets Americas LLC | 35,005 | $2,843 | 12/31/2023 |
AEP | 35,005 | $2,843 | 12/31/2023 |
Dai Ichi Life Insurance Company Ltd | 34,842 | $2,830 | 12/31/2023 |
AEP | 34,842 | $2,830 | 12/31/2023 |
FJ Investments LLC | 33,550 | $2,725 | 12/31/2023 |
AEP | 33,550 | $2,725 | 12/31/2023 |
JustInvest LLC | 33,429 | $2,715 | 12/31/2023 |
AEP | 33,429 | $2,715 | 12/31/2023 |
Eliot Finkel Investment Counsel LLC | 31,164 | $2,683 | 03/31/2024 |
AEP | 31,164 | $2,683 | 03/31/2024 |
Securian Asset Management Inc | 30,973 | $2,667 | 03/31/2024 |
AEP | 30,973 | $2,667 | 03/31/2024 |
Integrated Wealth Concepts LLC | 32,300 | $2,623 | 12/31/2023 |
AEP | 32,300 | $2,623 | 12/31/2023 |
First Citizens Bank & Trust Co. | 30,377 | $2,615 | 03/31/2024 |
AEP | 30,377 | $2,615 | 03/31/2024 |
Ascent Group LLC | 33,690 | $2,614 | 12/31/2023 |
AEP | 33,690 | $2,614 | 12/31/2023 |
Arkadios Wealth Advisors | 30,353 | $2,613 | 03/31/2024 |
AEP | 30,353 | $2,613 | 03/31/2024 |
Quantinno Capital Management LP | 32,015 | $2,600 | 12/31/2023 |
AEP | 32,015 | $2,600 | 12/31/2023 |
Lockheed Martin Investment Management Co. | 30,600 | $2,599 | 12/31/2023 |
AEP | 30,600 | $2,599 | 12/31/2023 |
Cypress Capital Group | 31,940 | $2,594 | 12/31/2023 |
AEP | 31,940 | $2,594 | 12/31/2023 |
Principle Wealth Partners LLC | 30,030 | $2,586 | 03/31/2024 |
AEP | 30,030 | $2,586 | 03/31/2024 |
Whittier Trust Co. of Nevada Inc. | 29,980 | $2,581 | 03/31/2024 |
AEP | 29,980 | $2,581 | 03/31/2024 |
First Bank & Trust | 29,752 | $2,562 | 03/31/2024 |
AEP | 29,752 | $2,562 | 03/31/2024 |
Raymond James Trust N.A. | 29,740 | $2,561 | 03/31/2024 |
AEP | 29,740 | $2,561 | 03/31/2024 |
O Shaughnessy Asset Management LLC | 31,036 | $2,521 | 12/31/2023 |
AEP | 31,036 | $2,521 | 12/31/2023 |
Cresset Asset Management LLC | 30,732 | $2,496 | 12/31/2023 |
AEP | 30,732 | $2,496 | 12/31/2023 |
Cetera Advisors LLC | 30,440 | $2,472 | 12/31/2023 |
AEP | 30,440 | $2,472 | 12/31/2023 |
Park Avenue Securities LLC | 28,548 | $2,458 | 03/31/2024 |
AEP | 28,548 | $2,458 | 03/31/2024 |
Metis Global Partners LLC | 30,156 | $2,449 | 12/31/2023 |
AEP | 30,156 | $2,449 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 30,029 | $2,439 | 12/31/2023 |
AEP | 30,029 | $2,439 | 12/31/2023 |
Granite Group Advisors LLC | 28,640 | $2,398 | 12/31/2023 |
AEP | 28,640 | $2,398 | 12/31/2023 |
Berkshire Asset Management LLC PA | 29,514 | $2,397 | 12/31/2023 |
AEP | 29,514 | $2,397 | 12/31/2023 |
National Asset Management Inc. | 29,307 | $2,380 | 12/31/2023 |
AEP | 29,307 | $2,380 | 12/31/2023 |
Clearbridge Investments LLC | 29,235 | $2,374 | 12/31/2023 |
AEP | 29,235 | $2,374 | 12/31/2023 |
Cutler Group LP | $2,368 | 03/31/2024 | |
AEP | 26,031 | $2,241 | 03/31/2024 |
Call | 16,300 | $127 | 03/31/2024 |
Spreng Capital Management Inc. | 28,874 | $2,345 | 12/31/2023 |
AEP | 28,874 | $2,345 | 12/31/2023 |
Stephens Inc. AR | 28,555 | $2,319 | 12/31/2023 |
AEP | 28,555 | $2,319 | 12/31/2023 |
1ST Source Bank | 28,273 | $2,296 | 12/31/2023 |
AEP | 28,273 | $2,296 | 12/31/2023 |
Stratos Wealth Partners LTD. | 26,622 | $2,292 | 03/31/2024 |
AEP | 26,622 | $2,292 | 03/31/2024 |
New Mexico Educational Retirement Board | 26,538 | $2,285 | 03/31/2024 |
AEP | 26,538 | $2,285 | 03/31/2024 |
D.A. Davidson & CO. | 27,766 | $2,255 | 12/31/2023 |
AEP | 27,766 | $2,255 | 12/31/2023 |
Meiji Yasuda Asset Management Co Ltd. | 27,649 | $2,246 | 12/31/2023 |
AEP | 27,649 | $2,246 | 12/31/2023 |
Strategic Advisors LLC | 25,958 | $2,235 | 03/31/2024 |
AEP | 25,958 | $2,235 | 03/31/2024 |
Smith Salley & Associates | 25,848 | $2,225 | 03/31/2024 |
AEP | 25,848 | $2,225 | 03/31/2024 |
Whalerock Point Partners LLC | 27,139 | $2,204 | 12/31/2023 |
AEP | 27,139 | $2,204 | 12/31/2023 |
GWM Advisors LLC | 27,332 | $2,189 | 12/31/2023 |
AEP | 27,332 | $2,189 | 12/31/2023 |
AXQ Capital LP | 26,900 | $2,185 | 12/31/2023 |
AEP | 26,900 | $2,185 | 12/31/2023 |
AXA S.A. | 26,838 | $2,180 | 12/31/2023 |
AEP | 26,838 | $2,180 | 12/31/2023 |
CWM LLC | 25,206 | $2,170 | 03/31/2024 |
AEP | 25,206 | $2,170 | 03/31/2024 |
Rockline Wealth Management LLC | 25,194 | $2,169 | 03/31/2024 |
AEP | 25,194 | $2,169 | 03/31/2024 |
PFG Investments LLC | 25,018 | $2,154 | 03/31/2024 |
AEP | 25,018 | $2,154 | 03/31/2024 |
Oppenheimer Asset Management Inc. | 25,991 | $2,111 | 12/31/2023 |
AEP | 25,991 | $2,111 | 12/31/2023 |
Fulton Bank N.A. | 24,167 | $2,081 | 03/31/2024 |
AEP | 24,167 | $2,081 | 03/31/2024 |
Colonial Trust Advisors | 25,605 | $2,080 | 12/31/2023 |
AEP | 25,605 | $2,080 | 12/31/2023 |
Vectors Research Management LLC | 25,331 | $2,058 | 12/31/2023 |
AEP | 25,331 | $2,058 | 12/31/2023 |
Cary Street Partners Investment Advisory LLC | 23,797 | $2,049 | 03/31/2024 |
AEP | 23,797 | $2,049 | 03/31/2024 |
NEOS Investment Management LLC | 24,886 | $2,021 | 12/31/2023 |
AEP | 24,886 | $2,021 | 12/31/2023 |
Strategic Blueprint LLC | 23,438 | $2,018 | 03/31/2024 |
AEP | 23,438 | $2,018 | 03/31/2024 |
ARP Americas LP | 24,700 | $2,006 | 12/31/2023 |
AEP | 24,700 | $2,006 | 12/31/2023 |
PEAK6 Investments LLC | $1,998 | 12/31/2023 | |
Call | 19,000 | $1,543 | 12/31/2023 |
AEP | 5,599 | $455 | 12/31/2023 |
Lincoln National Corp | 22,978 | $1,978 | 03/31/2024 |
AEP | 22,978 | $1,978 | 03/31/2024 |
Tokio Marine Asset Management Co. Ltd. | 22,910 | $1,973 | 03/31/2024 |
AEP | 22,910 | $1,973 | 03/31/2024 |
Independent Advisor Alliance | 24,188 | $1,965 | 12/31/2023 |
AEP | 24,188 | $1,965 | 12/31/2023 |
River Wealth Advisors LLC | 23,994 | $1,949 | 12/31/2023 |
AEP | 23,994 | $1,949 | 12/31/2023 |
Beacon Pointe Advisors LLC | 23,983 | $1,948 | 12/31/2023 |
AEP | 23,983 | $1,948 | 12/31/2023 |
Teacher Retirement System of Texas | 23,664 | $1,922 | 12/31/2023 |
AEP | 23,664 | $1,922 | 12/31/2023 |
Sagefield Capital LP | 23,341 | $1,896 | 12/31/2023 |
AEP | 23,341 | $1,896 | 12/31/2023 |
Prudential PLC | 23,199 | $1,884 | 12/31/2023 |
AEP | 23,199 | $1,884 | 12/31/2023 |
1832 Asset Management L.P. | 23,158 | $1,881 | 12/31/2023 |
AEP | 23,158 | $1,881 | 12/31/2023 |
Brown Advisory Inc. | 21,823 | $1,879 | 03/31/2024 |
AEP | 21,823 | $1,879 | 03/31/2024 |
Virtu Financial LLC | 23,083 | $1,875 | 12/31/2023 |
AEP | 23,083 | $1,875 | 12/31/2023 |
Crossmark Global Holdings Inc. | 23,059 | $1,873 | 12/31/2023 |
AEP | 23,059 | $1,873 | 12/31/2023 |
HB Wealth Management LLC | 21,715 | $1,870 | 03/31/2024 |
AEP | 21,715 | $1,870 | 03/31/2024 |
NorthCrest Asset Manangement LLC | 21,597 | $1,860 | 03/31/2024 |
AEP | 21,597 | $1,860 | 03/31/2024 |
Empowered Funds LLC | 22,819 | $1,853 | 12/31/2023 |
AEP | 22,819 | $1,853 | 12/31/2023 |
Apollon Wealth Management LLC | 21,414 | $1,844 | 03/31/2024 |
AEP | 21,414 | $1,844 | 03/31/2024 |
TFG Advisers LLC | 22,566 | $1,833 | 12/31/2023 |
AEP | 22,566 | $1,833 | 12/31/2023 |
Miller Howard Investments Inc. NY | 21,221 | $1,827 | 03/31/2024 |
AEP | 21,221 | $1,827 | 03/31/2024 |
Norinchukin Bank The | 22,205 | $1,803 | 12/31/2023 |
AEP | 22,205 | $1,803 | 12/31/2023 |
HBW Advisory Services LLC | 22,171 | $1,801 | 03/31/2024 |
AEP | 22,171 | $1,801 | 03/31/2024 |
Aigen Investment Management LP | 22,105 | $1,795 | 12/31/2023 |
AEP | 22,105 | $1,795 | 12/31/2023 |
Ziegler Capital Management LLC | 21,769 | $1,777 | 12/31/2023 |
AEP | 21,769 | $1,777 | 12/31/2023 |
Investment Partners LTD. | 20,318 | $1,749 | 03/31/2024 |
AEP | 20,318 | $1,749 | 03/31/2024 |
Metropolitan Life Insurance Co NY | 21,405 | $1,739 | 12/31/2023 |
AEP | 21,405 | $1,739 | 12/31/2023 |
Sound View Wealth Advisors Group LLC | 21,374 | $1,736 | 12/31/2023 |
AEP | 21,374 | $1,736 | 12/31/2023 |
Jamison Private Wealth Management Inc. | 20,036 | $1,725 | 03/31/2024 |
AEP | 20,036 | $1,725 | 03/31/2024 |
Ameritas Investment Partners Inc. | 21,214 | $1,723 | 12/31/2023 |
AEP | 21,214 | $1,723 | 12/31/2023 |
Huber Capital Management LLC | 20,700 | $1,681 | 12/31/2023 |
AEP | 20,700 | $1,681 | 12/31/2023 |
Avantax Advisory Services Inc. | 20,601 | $1,673 | 12/31/2023 |
AEP | 20,601 | $1,673 | 12/31/2023 |
South Dakota Investment Council | 19,362 | $1,667 | 03/31/2024 |
AEP | 19,362 | $1,667 | 03/31/2024 |
Commonwealth Financial Services LLC | 20,171 | $1,638 | 12/31/2023 |
AEP | 20,171 | $1,638 | 12/31/2023 |
Raleigh Capital Management Inc. | 20,068 | $1,630 | 12/31/2023 |
AEP | 20,068 | $1,630 | 12/31/2023 |
Hodges Capital Management Inc. | 18,756 | $1,615 | 03/31/2024 |
AEP | 18,756 | $1,615 | 03/31/2024 |
Icon Advisers Inc. Co. | 19,800 | $1,608 | 12/31/2023 |
AEP | 19,800 | $1,608 | 12/31/2023 |
BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 19,675 | $1,598 | 12/31/2023 |
AEP | 19,675 | $1,598 | 12/31/2023 |
Citizens National Bank Trust Department | 19,387 | $1,575 | 12/31/2023 |
AEP | 19,387 | $1,575 | 12/31/2023 |
Simplicity Wealth LLC | 18,265 | $1,573 | 03/31/2024 |
AEP | 18,265 | $1,573 | 03/31/2024 |
Verdence Capital Advisors LLC | 18,248 | $1,571 | 03/31/2024 |
AEP | 18,248 | $1,571 | 03/31/2024 |
Garrison Asset Management LLC | 19,075 | $1,549 | 12/31/2023 |
AEP | 19,075 | $1,549 | 12/31/2023 |
LS Investment Advisors LLC | 17,928 | $1,544 | 03/31/2024 |
AEP | 17,928 | $1,544 | 03/31/2024 |
Kentucky Retirement Systems Insurance Trust Fund | 18,735 | $1,522 | 12/31/2023 |
AEP | 18,735 | $1,522 | 12/31/2023 |
KMG Fiduciary Partners LLC | 17,625 | $1,517 | 03/31/2024 |
AEP | 17,625 | $1,517 | 03/31/2024 |
HighPoint Advisor Group LLC | 18,288 | $1,516 | 12/31/2023 |
AEP | 18,288 | $1,516 | 12/31/2023 |
United Capital Financial Advisers LLC | 18,602 | $1,511 | 12/31/2023 |
AEP | 18,602 | $1,511 | 12/31/2023 |
Courier Capital LLC | 17,499 | $1,507 | 03/31/2024 |
AEP | 17,499 | $1,507 | 03/31/2024 |
Altus Wealth Group LLC | 17,382 | $1,497 | 03/31/2024 |
AEP | 17,382 | $1,497 | 03/31/2024 |
First County Bank CT | 18,302 | $1,486 | 12/31/2023 |
AEP | 18,302 | $1,486 | 12/31/2023 |
United Bank | 18,147 | $1,474 | 12/31/2023 |
AEP | 18,147 | $1,474 | 12/31/2023 |
Ameritas Advisory Services LLC | 18,337 | $1,474 | 12/31/2023 |
AEP | 18,337 | $1,474 | 12/31/2023 |
Hennion & Walsh Asset Management Inc. | 17,046 | $1,468 | 03/31/2024 |
AEP | 17,046 | $1,468 | 03/31/2024 |
Joseph Group Capital Management | 17,902 | $1,454 | 12/31/2023 |
AEP | 17,902 | $1,454 | 12/31/2023 |
Verition Fund Management LLC | 17,873 | $1,452 | 12/31/2023 |
AEP | 17,873 | $1,452 | 12/31/2023 |
Empirical Finance LLC | 17,779 | $1,444 | 12/31/2023 |
AEP | 17,779 | $1,444 | 12/31/2023 |
Secure Asset Management LLC | 16,653 | $1,434 | 03/31/2024 |
AEP | 16,653 | $1,434 | 03/31/2024 |
Intrust Bank NA | 17,533 | $1,424 | 12/31/2023 |
AEP | 17,533 | $1,424 | 12/31/2023 |
Valeo Financial Advisors LLC | 16,315 | $1,409 | 03/31/2024 |
AEP | 16,315 | $1,409 | 03/31/2024 |
Paradigm Financial Partners LLC | 17,343 | $1,409 | 12/31/2023 |
AEP | 17,343 | $1,409 | 12/31/2023 |
Moors & Cabot Inc. | $1,407 | 12/31/2023 | |
AEP | 17,289 | $1,404 | 12/31/2023 |
Call | 500 | $3 | 12/31/2023 |
B. Metzler seel. Sohn & Co. AG | 17,323 | $1,407 | 12/31/2023 |
AEP | 17,323 | $1,407 | 12/31/2023 |
J.W. Cole Advisors Inc. | 16,317 | $1,404 | 03/31/2024 |
AEP | 16,317 | $1,404 | 03/31/2024 |
Bleakley Financial Group LLC | 17,145 | $1,393 | 12/31/2023 |
AEP | 17,145 | $1,393 | 12/31/2023 |
Sawtooth Solutions LLC | 17,127 | $1,391 | 12/31/2023 |
AEP | 17,127 | $1,391 | 12/31/2023 |
Wedbush Securities Inc. | 17,068 | $1,386 | 12/31/2023 |
AEP | 17,068 | $1,386 | 12/31/2023 |
Proequities Inc. | $1,382 | 03/31/2024 | |
AEP | 16,049 | $1,382 | 03/31/2024 |
Put | 0 | $0 | 03/31/2024 |
Call | 0 | $0 | 03/31/2024 |
UNIT 03 15 2022 | 0 | $0 | 03/31/2024 |
First Hawaiian Bank | 15,904 | $1,369 | 03/31/2024 |
AEP | 15,904 | $1,369 | 03/31/2024 |
Kornitzer Capital Management Inc. KS | 15,700 | $1,352 | 03/31/2024 |
AEP | 15,700 | $1,352 | 03/31/2024 |
Northwestern Mutual Investment Management Company LLC | 16,645 | $1,352 | 12/31/2023 |
AEP | 16,645 | $1,352 | 12/31/2023 |
Adviser Investments LLC | 15,593 | $1,343 | 03/31/2024 |
AEP | 15,593 | $1,343 | 03/31/2024 |
JGP Wealth Management LLC | 15,584 | $1,342 | 03/31/2024 |
AEP | 15,584 | $1,342 | 03/31/2024 |
Sontag Advisory LLC | 16,372 | $1,330 | 12/31/2023 |
AEP | 16,372 | $1,330 | 12/31/2023 |
Gilliland Jeter Wealth Management LLC | 15,348 | $1,321 | 03/31/2024 |
AEP | 15,348 | $1,321 | 03/31/2024 |
Everence Capital Management Inc. | 16,270 | $1,321 | 12/31/2023 |
AEP | 16,270 | $1,321 | 12/31/2023 |
Hartline Investment Corp | 15,230 | $1,311 | 03/31/2024 |
AEP | 15,230 | $1,311 | 03/31/2024 |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 15,230 | $1,311 | 03/31/2024 |
AEP | 15,230 | $1,311 | 03/31/2024 |
Strategic Planning Group LLC | 15,137 | $1,303 | 03/31/2024 |
AEP | 15,137 | $1,303 | 03/31/2024 |
Wexford Capital LP | 15,977 | $1,298 | 12/31/2023 |
AEP | 15,977 | $1,298 | 12/31/2023 |
MAI Capital Management | 15,859 | $1,288 | 12/31/2023 |
AEP | 15,859 | $1,288 | 12/31/2023 |
Bartlett & Co. LLC | 15,800 | $1,285 | 12/31/2023 |
AEP | 15,800 | $1,285 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 15,800 | $1,285 | 12/31/2023 |
AEP | 15,800 | $1,285 | 12/31/2023 |
Synovus Financial Corp | 15,809 | $1,284 | 12/31/2023 |
AEP | 15,809 | $1,284 | 12/31/2023 |
NJ State Employees Deferred Compensation Plan | 14,760 | $1,271 | 03/31/2024 |
AEP | 14,760 | $1,271 | 03/31/2024 |
Allworth Financial LP | 14,760 | $1,271 | 03/31/2024 |
AEP | 14,760 | $1,271 | 03/31/2024 |
Rezny Wealth Management Inc. | 14,635 | $1,260 | 03/31/2024 |
AEP | 14,635 | $1,260 | 03/31/2024 |
CENTRAL TRUST Co | 14,573 | $1,255 | 03/31/2024 |
AEP | 14,573 | $1,255 | 03/31/2024 |
Prospera Financial Services Inc | 15,444 | $1,254 | 12/31/2023 |
AEP | 15,444 | $1,254 | 12/31/2023 |
IFP Advisors Inc | 15,399 | $1,251 | 12/31/2023 |
AEP | 15,399 | $1,251 | 12/31/2023 |
Mainstay Capital Management LLC ADV | 14,506 | $1,249 | 03/31/2024 |
AEP | 14,506 | $1,249 | 03/31/2024 |
Western Wealth Management LLC | 15,308 | $1,243 | 12/31/2023 |
AEP | 15,308 | $1,243 | 12/31/2023 |
Archer Investment Corp | 15,299 | $1,243 | 12/31/2023 |
AEP | 15,299 | $1,243 | 12/31/2023 |
Avitas Wealth Management LLC | 14,397 | $1,240 | 03/31/2024 |
AEP | 14,397 | $1,240 | 03/31/2024 |
B.O.S.S. Retirement Advisors LLC | 14,908 | $1,211 | 03/31/2024 |
AEP | 14,908 | $1,211 | 03/31/2024 |
Credit Agricole S A | 14,879 | $1,208 | 12/31/2023 |
AEP | 14,879 | $1,208 | 12/31/2023 |
Advisors Asset Management Inc. | 14,611 | $1,187 | 12/31/2023 |
AEP | 14,611 | $1,187 | 12/31/2023 |
Brandywine Oak Private Wealth LLC | 14,566 | $1,183 | 12/31/2023 |
AEP | 14,566 | $1,183 | 12/31/2023 |
SS&H Financial Advisors Inc. | 14,456 | $1,174 | 12/31/2023 |
AEP | 14,456 | $1,174 | 12/31/2023 |
Searle & CO. | 14,447 | $1,173 | 12/31/2023 |
AEP | 14,447 | $1,173 | 12/31/2023 |
Equitable Trust Co. | 13,386 | $1,153 | 03/31/2024 |
AEP | 13,386 | $1,153 | 03/31/2024 |
NBC Securities Inc. | 12,136 | $1,144 | 03/31/2024 |
AEP | 12,136 | $1,144 | 03/31/2024 |
Perigon Wealth Management LLC | 13,263 | $1,142 | 03/31/2024 |
AEP | 13,263 | $1,142 | 03/31/2024 |
Veriti Management LLC | 13,043 | $1,123 | 03/31/2024 |
AEP | 13,043 | $1,123 | 03/31/2024 |
My Legacy Advisors LLC | 13,865 | $1,115 | 12/31/2023 |
AEP | 13,865 | $1,115 | 12/31/2023 |
FineMark National Bank & Trust | 13,638 | $1,108 | 12/31/2023 |
AEP | 13,638 | $1,108 | 12/31/2023 |
Level Four Advisory Services LLC | 13,578 | $1,103 | 12/31/2023 |
AEP | 13,578 | $1,103 | 12/31/2023 |
Degroof Petercam Asset Management | 13,500 | $1,096 | 12/31/2023 |
AEP | 13,500 | $1,096 | 12/31/2023 |
Sigma Planning Corp | 12,623 | $1,087 | 03/31/2024 |
AEP | 12,623 | $1,087 | 03/31/2024 |
Kingsview Wealth Management LLC | 13,152 | $1,068 | 12/31/2023 |
AEP | 13,152 | $1,068 | 12/31/2023 |
Park National Corp OH | 12,388 | $1,067 | 03/31/2024 |
AEP | 12,388 | $1,067 | 03/31/2024 |
Flagship Harbor Advisors LLC | 12,398 | $1,067 | 03/31/2024 |
AEP | 12,398 | $1,067 | 03/31/2024 |
Probity Advisors Inc. | 13,136 | $1,067 | 12/31/2023 |
AEP | 13,136 | $1,067 | 12/31/2023 |
United Services Automobile Association | 13,052 | $1,060 | 12/31/2023 |
AEP | 13,052 | $1,060 | 12/31/2023 |
SageView Advisory Group LLC | 13,396 | $1,051 | 12/31/2023 |
AEP | 13,396 | $1,051 | 12/31/2023 |
Moody National Bank Trust Division | 12,168 | $1,048 | 03/31/2024 |
AEP | 12,168 | $1,048 | 03/31/2024 |
Summit Financial Group Inc. | 12,039 | $1,037 | 03/31/2024 |
AEP | 12,039 | $1,037 | 03/31/2024 |
Albion Financial Group UT | 12,020 | $1,035 | 03/31/2024 |
AEP | 12,020 | $1,035 | 03/31/2024 |
NTV Asset Management LLC | 12,726 | $1,034 | 12/31/2023 |
AEP | 12,726 | $1,034 | 12/31/2023 |
Equitable Holdings Inc. | 12,658 | $1,028 | 12/31/2023 |
AEP | 12,658 | $1,028 | 12/31/2023 |
Wealth Alliance | 12,384 | $1,006 | 12/31/2023 |
AEP | 12,384 | $1,006 | 12/31/2023 |
Toroso Investments LLC | 12,379 | $1,005 | 12/31/2023 |
AEP | 12,379 | $1,005 | 12/31/2023 |
Concurrent Investment Advisors LLC | 12,372 | $1,005 | 12/31/2023 |
AEP | 12,372 | $1,005 | 12/31/2023 |
LVW Advisors LLC | 11,658 | $1,004 | 03/31/2024 |
AEP | 11,658 | $1,004 | 03/31/2024 |
Fortis Group Advisors LLC | 11,644 | $1,003 | 03/31/2024 |
AEP | 11,644 | $1,003 | 03/31/2024 |
Ballentine Partners LLC | 11,488 | $989 | 03/31/2024 |
AEP | 11,488 | $989 | 03/31/2024 |
Koshinski Asset Management Inc. | 12,140 | $986 | 12/31/2023 |
AEP | 12,140 | $986 | 12/31/2023 |
Mutual Advisors LLC | 11,405 | $982 | 03/31/2024 |
AEP | 11,405 | $982 | 03/31/2024 |
Buckingham Capital Management Inc. | 11,378 | $980 | 03/31/2024 |
AEP | 11,378 | $980 | 03/31/2024 |
Investment Management Corp of Ontario | 12,042 | $978 | 12/31/2023 |
AEP | 12,042 | $978 | 12/31/2023 |
Martingale Asset Management L P | 11,886 | $965 | 12/31/2023 |
AEP | 11,886 | $965 | 12/31/2023 |
ARS Investment Partners LLC | 11,145 | $960 | 03/31/2024 |
AEP | 11,145 | $960 | 03/31/2024 |
Morningstar Investment Management LLC | 11,743 | $954 | 12/31/2023 |
AEP | 11,743 | $954 | 12/31/2023 |
SeaCrest Wealth Management LLC | 11,058 | $952 | 03/31/2024 |
AEP | 11,058 | $952 | 03/31/2024 |
Stratos Wealth Advisors LLC | 11,022 | $949 | 03/31/2024 |
AEP | 11,022 | $949 | 03/31/2024 |
Claro Advisors LLC | 11,026 | $949 | 03/31/2024 |
AEP | 11,026 | $949 | 03/31/2024 |
Exchange Traded Concepts LLC | 11,008 | $948 | 03/31/2024 |
AEP | 11,008 | $948 | 03/31/2024 |
Lido Advisors LLC | 11,676 | $948 | 12/31/2023 |
AEP | 11,676 | $948 | 12/31/2023 |
Spirit of America Management Corp NY | 11,000 | $947 | 03/31/2024 |
AEP | 11,000 | $947 | 03/31/2024 |
Wetherby Asset Management Inc. | 11,666 | $947 | 12/31/2023 |
AEP | 11,666 | $947 | 12/31/2023 |
Ieq Capital LLC | 11,654 | $947 | 12/31/2023 |
AEP | 11,654 | $947 | 12/31/2023 |
Marino Stram & Associates LLC | 10,944 | $942 | 03/31/2024 |
AEP | 10,944 | $942 | 03/31/2024 |
Resources Investment Advisors LLC. | 11,571 | $940 | 12/31/2023 |
AEP | 11,571 | $940 | 12/31/2023 |
Summit Financial LLC | 10,875 | $936 | 03/31/2024 |
AEP | 10,875 | $936 | 03/31/2024 |
Americana Partners LLC | 11,489 | $933 | 12/31/2023 |
AEP | 11,489 | $933 | 12/31/2023 |
Eqis Capital Management Inc. | 11,454 | $930 | 12/31/2023 |
AEP | 11,454 | $930 | 12/31/2023 |
First Dallas Securities Inc. | 10,766 | $927 | 03/31/2024 |
AEP | 10,766 | $927 | 03/31/2024 |
Schnieders Capital Management LLC | 10,758 | $926 | 03/31/2024 |
AEP | 10,758 | $926 | 03/31/2024 |
Colonial Trust Co SC | 11,405 | $926 | 12/31/2023 |
AEP | 11,405 | $926 | 12/31/2023 |
Texas Yale Capital Corp. | 11,369 | $923 | 12/31/2023 |
AEP | 11,369 | $923 | 12/31/2023 |
We Are One Seven LLC | 11,269 | $915 | 12/31/2023 |
AEP | 11,269 | $915 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 10,618 | $914 | 03/31/2024 |
AEP | 10,618 | $914 | 03/31/2024 |
Snowden Capital Advisors LLC | 11,216 | $911 | 12/31/2023 |
AEP | 11,216 | $911 | 12/31/2023 |
Csenge Advisory Group | 11,067 | $899 | 12/31/2023 |
AEP | 11,067 | $899 | 12/31/2023 |
BancorpSouth Bank | 11,042 | $897 | 12/31/2023 |
AEP | 11,042 | $897 | 12/31/2023 |
Gs Investments Inc. | 11,050 | $897 | 12/31/2023 |
AEP | 11,050 | $897 | 12/31/2023 |
TBH Global Asset Management LLC | 11,000 | $893 | 12/31/2023 |
AEP | 11,000 | $893 | 12/31/2023 |
Chiron Capital Management LLC | 11,000 | $893 | 12/31/2023 |
AEP | 11,000 | $893 | 12/31/2023 |
Radnor Capital Management LLC | 10,268 | $884 | 03/31/2024 |
AEP | 10,268 | $884 | 03/31/2024 |
Grayhawk Investment Strategies Inc. | 10,790 | $876 | 12/31/2023 |
AEP | 10,790 | $876 | 12/31/2023 |
Hancock Whitney Corp | 10,771 | $875 | 12/31/2023 |
AEP | 10,771 | $875 | 12/31/2023 |
Harbor Capital Advisors Inc. | 10,776 | $875 | 12/31/2023 |
AEP | 10,776 | $875 | 12/31/2023 |
Supplemental Annuity Collective Trust of NJ | 10,000 | $861 | 03/31/2024 |
AEP | 10,000 | $861 | 03/31/2024 |
Focus Financial Network Inc. ADV | 10,540 | $856 | 12/31/2023 |
AEP | 10,540 | $856 | 12/31/2023 |
Executive Wealth Management LLC | 10,410 | $846 | 12/31/2023 |
AEP | 10,410 | $846 | 12/31/2023 |
Gamco Investors INC. ET AL | 10,400 | $845 | 12/31/2023 |
AEP | 10,400 | $845 | 12/31/2023 |
Lloyd Advisory Services LLC. | 9,745 | $839 | 03/31/2024 |
AEP | 9,745 | $839 | 03/31/2024 |
GAMMA Investing LLC | 9,724 | $837 | 03/31/2024 |
AEP | 9,724 | $837 | 03/31/2024 |
Sumitomo Life Insurance Co. | 9,606 | $827 | 03/31/2024 |
AEP | 9,606 | $827 | 03/31/2024 |
Private Trust Co. NA | 9,586 | $825 | 03/31/2024 |
AEP | 9,586 | $825 | 03/31/2024 |
Baker Tilly Financial LLC | 10,162 | $825 | 12/31/2023 |
AEP | 10,162 | $825 | 12/31/2023 |
Buckingham Strategic Wealth LLC | 10,141 | $824 | 12/31/2023 |
AEP | 10,141 | $824 | 12/31/2023 |
Certified Advisory Corp | 10,113 | $821 | 12/31/2023 |
AEP | 10,113 | $821 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 9,430 | $812 | 03/31/2024 |
AEP | 9,430 | $812 | 03/31/2024 |
AR Asset Management Inc. | 10,000 | $812 | 12/31/2023 |
AEP | 10,000 | $812 | 12/31/2023 |
Affinity Investment Advisors LLC | 9,969 | $810 | 12/31/2023 |
AEP | 9,969 | $810 | 12/31/2023 |
Mirador Capital Partners LP | 9,397 | $809 | 03/31/2024 |
AEP | 9,397 | $809 | 03/31/2024 |
Gryphon Financial Partners LLC | 9,392 | $809 | 03/31/2024 |
AEP | 9,392 | $809 | 03/31/2024 |
Procyon Private Wealth Partners LLC | 9,375 | $807 | 03/31/2024 |
AEP | 9,375 | $807 | 03/31/2024 |
Geneos Wealth Management Inc. | 9,924 | $806 | 12/31/2023 |
AEP | 9,924 | $806 | 12/31/2023 |
BI Asset Management Fondsmaeglerselskab A S | 9,884 | $803 | 12/31/2023 |
AEP | 9,884 | $803 | 12/31/2023 |
Brighton Jones LLC | 9,860 | $801 | 12/31/2023 |
AEP | 9,860 | $801 | 12/31/2023 |
Gallagher Fiduciary Advisors LLC | 9,864 | $801 | 12/31/2023 |
AEP | 9,864 | $801 | 12/31/2023 |
Armstrong Advisory Group Inc. | 9,749 | $792 | 03/31/2024 |
AEP | 9,749 | $792 | 03/31/2024 |
Wolff Financial Management LLC | 9,124 | $786 | 03/31/2024 |
AEP | 9,124 | $786 | 03/31/2024 |
Pekin Hardy Strauss Inc. | 9,618 | $781 | 12/31/2023 |
AEP | 9,618 | $781 | 12/31/2023 |
Navalign LLC | 9,062 | $780 | 03/31/2024 |
AEP | 9,062 | $780 | 03/31/2024 |
Kavar Capital Partners Group LLC | 9,568 | $777 | 12/31/2023 |
AEP | 9,568 | $777 | 12/31/2023 |
Constitution Capital LLC | 8,900 | $766 | 03/31/2024 |
AEP | 8,900 | $766 | 03/31/2024 |
Busey Wealth Management | 8,877 | $764 | 03/31/2024 |
AEP | 8,877 | $764 | 03/31/2024 |
HM Payson & Co. | 9,359 | $760 | 12/31/2023 |
AEP | 9,359 | $760 | 12/31/2023 |
Oxford Financial Group Ltd. | 9,360 | $760 | 12/31/2023 |
AEP | 9,360 | $760 | 12/31/2023 |
Horizon Investments LLC | 9,463 | $760 | 12/31/2023 |
AEP | 9,463 | $760 | 12/31/2023 |
STF Management LP | 8,755 | $754 | 03/31/2024 |
AEP | 8,755 | $754 | 03/31/2024 |
Ancora Advisors LLC | 9,198 | $747 | 12/31/2023 |
AEP | 9,198 | $747 | 12/31/2023 |
Titleist Asset Management LLC | 9,167 | $745 | 12/31/2023 |
AEP | 9,167 | $745 | 12/31/2023 |
Greenleaf Trust | 8,638 | $744 | 03/31/2024 |
AEP | 8,638 | $744 | 03/31/2024 |
Northern Oak Wealth Management Inc. | 8,631 | $743 | 03/31/2024 |
AEP | 8,631 | $743 | 03/31/2024 |
JNB Advisors LLC | 8,599 | $740 | 03/31/2024 |
AEP | 8,599 | $740 | 03/31/2024 |
Asset Dedication LLC | 8,487 | $739 | 03/31/2024 |
AEP | 8,487 | $739 | 03/31/2024 |
Merit Financial Group LLC | 9,049 | $735 | 12/31/2023 |
AEP | 9,049 | $735 | 12/31/2023 |
Gladstone Institutional Advisory LLC | 8,922 | $725 | 12/31/2023 |
AEP | 8,922 | $725 | 12/31/2023 |
Eudaimonia Advisors LLC | 8,394 | $723 | 03/31/2024 |
AEP | 8,394 | $723 | 03/31/2024 |
HBK Sorce Advisory LLC | 8,886 | $722 | 12/31/2023 |
AEP | 8,886 | $722 | 12/31/2023 |
Boston Private Wealth LLC | 8,891 | $722 | 12/31/2023 |
AEP | 8,891 | $722 | 12/31/2023 |
Meeder Advisory Services Inc. | 8,816 | $716 | 12/31/2023 |
AEP | 8,816 | $716 | 12/31/2023 |
American National Bank & Trust Co. VA | 8,308 | $715 | 03/31/2024 |
AEP | 8,308 | $715 | 03/31/2024 |
Columbia Asset Management | 8,786 | $714 | 12/31/2023 |
AEP | 8,786 | $714 | 12/31/2023 |
Imprint Wealth LLC | 8,800 | $713 | 12/31/2023 |
AEP | 8,800 | $713 | 12/31/2023 |
Everpar Advisors LLC | 8,224 | $708 | 03/31/2024 |
AEP | 8,224 | $708 | 03/31/2024 |
Advisory Services Network LLC | 8,685 | $705 | 12/31/2023 |
AEP | 8,685 | $705 | 12/31/2023 |
Harbour Investments Inc. | 8,660 | $703 | 12/31/2023 |
AEP | 8,660 | $703 | 12/31/2023 |
Reuter James Wealth Management LLC | 8,639 | $702 | 12/31/2023 |
AEP | 8,639 | $702 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 8,147 | $701 | 03/31/2024 |
AEP | 8,147 | $701 | 03/31/2024 |
Investors Research Corp | 8,620 | $700 | 12/31/2023 |
AEP | 8,620 | $700 | 12/31/2023 |
MKT Advisors LLC | 8,393 | $699 | 03/31/2024 |
AEP | 8,393 | $699 | 03/31/2024 |
Hyman Charles D | 8,610 | $699 | 12/31/2023 |
AEP | 8,610 | $699 | 12/31/2023 |
Founders Financial Alliance LLC | 8,575 | $696 | 12/31/2023 |
AEP | 8,575 | $696 | 12/31/2023 |
W.G. Shaheen & Associates DBA Whitney & Co | 8,550 | $694 | 12/31/2023 |
AEP | 8,550 | $694 | 12/31/2023 |
Private Capital Management LLC | 8,550 | $694 | 12/31/2023 |
AEP | 8,550 | $694 | 12/31/2023 |
Point72 Asset Management L.P. | $691 | 12/31/2023 | |
Call | 17,100 | $1,389 | 12/31/2023 |
Put | 8,600 | $698 | 12/31/2023 |
Two Sigma Advisers LP | 8,500 | $690 | 12/31/2023 |
AEP | 8,500 | $690 | 12/31/2023 |
Bailard Inc. | 8,433 | $685 | 12/31/2023 |
AEP | 8,433 | $685 | 12/31/2023 |
Longfellow Investment Management Co. LLC | 8,338 | $677 | 12/31/2023 |
AEP | 8,338 | $677 | 12/31/2023 |
Capital Advisors Inc. OK | 7,816 | $673 | 03/31/2024 |
AEP | 7,816 | $673 | 03/31/2024 |
Waters Parkerson & CO. LLC | 8,218 | $667 | 12/31/2023 |
AEP | 8,218 | $667 | 12/31/2023 |
Smith Moore & CO. | 8,193 | $665 | 12/31/2023 |
AEP | 8,193 | $665 | 12/31/2023 |
Tower Bridge Advisors | 7,700 | $663 | 03/31/2024 |
AEP | 7,700 | $663 | 03/31/2024 |
Readystate Asset Management LP | $659 | 12/31/2023 | |
Put | 45,700 | $3,712 | 12/31/2023 |
Call | 45,700 | $3,712 | 12/31/2023 |
AEP | 8,109 | $659 | 12/31/2023 |
PDS Planning Inc | 7,647 | $658 | 03/31/2024 |
AEP | 7,647 | $658 | 03/31/2024 |
Rogco LP | 8,069 | $655 | 12/31/2023 |
AEP | 8,069 | $655 | 12/31/2023 |
RSM US Wealth Management LLC | 7,594 | $654 | 03/31/2024 |
AEP | 7,594 | $654 | 03/31/2024 |
Lanham O Dell & Company Inc. | 7,985 | $649 | 12/31/2023 |
AEP | 7,985 | $649 | 12/31/2023 |
Aviva PLC | 7,893 | $641 | 12/31/2023 |
AEP | 7,893 | $641 | 12/31/2023 |
Pettyjohn Wood & White Inc. | 7,857 | $638 | 12/31/2023 |
AEP | 7,857 | $638 | 12/31/2023 |
Signaturefd LLC | 7,828 | $636 | 12/31/2023 |
AEP | 7,828 | $636 | 12/31/2023 |
DCM Advisors LLC | 7,800 | $634 | 12/31/2023 |
AEP | 7,800 | $634 | 12/31/2023 |
Retirement Guys Formula LLC | 7,307 | $629 | 03/31/2024 |
AEP | 7,307 | $629 | 03/31/2024 |
Accurate Wealth Management LLC | 7,448 | $627 | 03/31/2024 |
AEP | 7,448 | $627 | 03/31/2024 |
Machina Capital S.A.S. | 7,701 | $625 | 12/31/2023 |
AEP | 7,701 | $625 | 12/31/2023 |
NovaPoint Capital LLC | 7,250 | $624 | 03/31/2024 |
AEP | 7,250 | $624 | 03/31/2024 |
Siemens Fonds Invest GmbH | 7,670 | $623 | 12/31/2023 |
AEP | 7,670 | $623 | 12/31/2023 |
Blue Chip Partners Inc. | 7,169 | $617 | 03/31/2024 |
AEP | 7,169 | $617 | 03/31/2024 |
Twin Capital Management Inc. | 7,575 | $615 | 12/31/2023 |
AEP | 7,575 | $615 | 12/31/2023 |
Hilltop Holdings Inc. | 7,567 | $615 | 12/31/2023 |
AEP | 7,567 | $615 | 12/31/2023 |
Crestwood Advisors Group LLC | 7,569 | $615 | 12/31/2023 |
AEP | 7,569 | $615 | 12/31/2023 |
Aviance Capital Partners LLC | 7,135 | $614 | 03/31/2024 |
AEP | 7,135 | $614 | 03/31/2024 |
Buckingham Strategic Partners | 7,558 | $614 | 12/31/2023 |
AEP | 7,558 | $614 | 12/31/2023 |
Trueblood Wealth Management LLC | 7,124 | $613 | 03/31/2024 |
AEP | 7,124 | $613 | 03/31/2024 |
Edgestream Partners L.P. | 7,519 | $611 | 12/31/2023 |
AEP | 7,519 | $611 | 12/31/2023 |
Financial Advocates Investment Management | 7,063 | $608 | 03/31/2024 |
AEP | 7,063 | $608 | 03/31/2024 |
Empire Financial Management Company LLC | 7,475 | $607 | 12/31/2023 |
AEP | 7,475 | $607 | 12/31/2023 |
TI Trust Inc. | 6,840 | $589 | 03/31/2024 |
AEP | 6,840 | $589 | 03/31/2024 |
Fisher Asset Management LLC | 7,190 | $584 | 12/31/2023 |
AEP | 7,190 | $584 | 12/31/2023 |
Seelaus Asset Management LLC | 6,775 | $583 | 03/31/2024 |
AEP | 6,775 | $583 | 03/31/2024 |
Bard Financial Services Inc. | 7,155 | $581 | 12/31/2023 |
AEP | 7,155 | $581 | 12/31/2023 |
Welch Group LLC | 6,723 | $579 | 03/31/2024 |
AEP | 6,723 | $579 | 03/31/2024 |
Powell Investment Advisors LLC | 6,708 | $578 | 03/31/2024 |
AEP | 6,708 | $578 | 03/31/2024 |
Coldstream Capital Management Inc. | 7,119 | $578 | 12/31/2023 |
AEP | 7,119 | $578 | 12/31/2023 |
Clarity Financial LLC | 6,688 | $576 | 03/31/2024 |
AEP | 6,688 | $576 | 03/31/2024 |
Portside Wealth Group LLC | 6,683 | $575 | 03/31/2024 |
AEP | 6,683 | $575 | 03/31/2024 |
Checchi Capital Advisers LLC | 6,656 | $573 | 03/31/2024 |
AEP | 6,656 | $573 | 03/31/2024 |
Cornerstone Advisory LLC | 7,051 | $573 | 12/31/2023 |
AEP | 7,051 | $573 | 12/31/2023 |
EP Wealth Advisors LLC | 7,024 | $570 | 12/31/2023 |
AEP | 7,024 | $570 | 12/31/2023 |
Trust Co. of Toledo NA OH | 6,596 | $568 | 03/31/2024 |
AEP | 6,596 | $568 | 03/31/2024 |
South State CORP. | 6,954 | $565 | 12/31/2023 |
AEP | 6,954 | $565 | 12/31/2023 |
Trust Co. of Virginia VA | 6,490 | $559 | 03/31/2024 |
AEP | 6,490 | $559 | 03/31/2024 |
Evergreen Capital Management LLC | 6,886 | $559 | 12/31/2023 |
AEP | 6,886 | $559 | 12/31/2023 |
Quadrature Capital Ltd | 6,889 | $559 | 12/31/2023 |
AEP | 6,889 | $559 | 12/31/2023 |
Keystone Financial Group | 6,884 | $559 | 12/31/2023 |
AEP | 6,884 | $559 | 12/31/2023 |
IHT Wealth Management LLC | 6,846 | $556 | 12/31/2023 |
AEP | 6,846 | $556 | 12/31/2023 |
Garrison Point Advisors LLC | 6,840 | $556 | 12/31/2023 |
AEP | 6,840 | $556 | 12/31/2023 |
Graves Light Private Wealth Management Inc. | 6,770 | $550 | 12/31/2023 |
AEP | 6,770 | $550 | 12/31/2023 |
Donaldson Capital Management LLC | 6,358 | $547 | 03/31/2024 |
AEP | 6,358 | $547 | 03/31/2024 |
Mendel Money Management | 6,357 | $547 | 03/31/2024 |
AEP | 6,357 | $547 | 03/31/2024 |
Park Place Capital Corp | 6,349 | $547 | 03/31/2024 |
AEP | 6,349 | $547 | 03/31/2024 |
Chicago Capital LLC | 6,345 | $546 | 03/31/2024 |
AEP | 6,345 | $546 | 03/31/2024 |
Kuhn & Co Investment Counsel | 6,718 | $546 | 12/31/2023 |
AEP | 6,718 | $546 | 12/31/2023 |
Nations Financial Group Inc. IA ADV | 6,294 | $542 | 03/31/2024 |
AEP | 6,294 | $542 | 03/31/2024 |
Prudent Man Advisors LLC | 6,671 | $542 | 12/31/2023 |
AEP | 6,671 | $542 | 12/31/2023 |
Northcape Wealth Management LLC | 6,261 | $539 | 03/31/2024 |
AEP | 6,261 | $539 | 03/31/2024 |
Neville Rodie & Shaw Inc. | 6,240 | $537 | 03/31/2024 |
AEP | 6,240 | $537 | 03/31/2024 |
A. D. Beadell Investment Counsel Inc. | 6,235 | $536 | 03/31/2024 |
AEP | 6,235 | $536 | 03/31/2024 |
Parcion Private Wealth LLC | 6,110 | $526 | 03/31/2024 |
AEP | 6,110 | $526 | 03/31/2024 |
Modera Wealth Management LLC | 6,449 | $524 | 12/31/2023 |
AEP | 6,449 | $524 | 12/31/2023 |
Sutton Place Investors LLC | 6,016 | $518 | 03/31/2024 |
AEP | 6,016 | $518 | 03/31/2024 |
Change Path LLC | 6,375 | $518 | 12/31/2023 |
AEP | 6,375 | $518 | 12/31/2023 |
Great Valley Advisor Group Inc. | 6,363 | $517 | 12/31/2023 |
AEP | 6,363 | $517 | 12/31/2023 |
Colony Group LLC | 6,339 | $515 | 12/31/2023 |
AEP | 6,339 | $515 | 12/31/2023 |
FDx Advisors Inc. | 6,339 | $515 | 12/31/2023 |
AEP | 6,339 | $515 | 12/31/2023 |
KCM Investment Advisors LLC | 6,326 | $514 | 12/31/2023 |
AEP | 6,326 | $514 | 12/31/2023 |
Stonegate Investment Group LLC | 5,962 | $513 | 03/31/2024 |
AEP | 5,962 | $513 | 03/31/2024 |
Peddock Capital Advisors LLC | 6,300 | $512 | 12/31/2023 |
AEP | 6,300 | $512 | 12/31/2023 |
Smart Money Group LLC | 5,937 | $511 | 03/31/2024 |
AEP | 5,937 | $511 | 03/31/2024 |
Parallel Advisors LLC | 6,240 | $507 | 12/31/2023 |
AEP | 6,240 | $507 | 12/31/2023 |
Paloma Partners Management Co | $505 | 12/31/2023 | |
Call | 23,100 | $1,876 | 12/31/2023 |
Put | 22,300 | $1,811 | 12/31/2023 |
AEP | 5,412 | $440 | 12/31/2023 |
Premier Path Wealth Partners LLC | 5,806 | $500 | 03/31/2024 |
AEP | 5,806 | $500 | 03/31/2024 |
Liberty Capital Management Inc. | 5,800 | $499 | 03/31/2024 |
AEP | 5,800 | $499 | 03/31/2024 |
Juncture Wealth Strategies LLC | 5,759 | $496 | 03/31/2024 |
AEP | 5,759 | $496 | 03/31/2024 |
Investment House LLC | 5,733 | $494 | 03/31/2024 |
AEP | 5,733 | $494 | 03/31/2024 |
Family Legacy Inc. | 5,733 | $494 | 03/31/2024 |
AEP | 5,733 | $494 | 03/31/2024 |
Rehmann Capital Advisory Group | 6,044 | $491 | 12/31/2023 |
AEP | 6,044 | $491 | 12/31/2023 |
Advisory Resource Group | 6,023 | $489 | 12/31/2023 |
AEP | 6,023 | $489 | 12/31/2023 |
Hartford Funds Management Co LLC | 6,011 | $488 | 12/31/2023 |
AEP | 6,011 | $488 | 12/31/2023 |
Stanley Laman Group Ltd. | 5,659 | $487 | 03/31/2024 |
AEP | 5,659 | $487 | 03/31/2024 |
Krane Funds Advisors LLC | 5,671 | $485 | 03/31/2024 |
AEP | 5,671 | $485 | 03/31/2024 |
OneAscent Financial Services LLC | 5,611 | $483 | 03/31/2024 |
AEP | 5,611 | $483 | 03/31/2024 |
Stock Yards Bank & Trust Co. | 5,599 | $482 | 03/31/2024 |
AEP | 5,599 | $482 | 03/31/2024 |
WBH Advisory Inc. | 5,585 | $481 | 03/31/2024 |
AEP | 5,585 | $481 | 03/31/2024 |
Sandy Spring Bank | 5,921 | $481 | 12/31/2023 |
AEP | 5,921 | $481 | 12/31/2023 |
Glassman Wealth Services | 5,914 | $480 | 12/31/2023 |
AEP | 5,914 | $480 | 12/31/2023 |
Continuum Advisory LLC | 5,913 | $480 | 12/31/2023 |
AEP | 5,913 | $480 | 12/31/2023 |
Shulman DeMeo Asset Management LLC | 5,549 | $478 | 03/31/2024 |
AEP | 5,549 | $478 | 03/31/2024 |
Mather Group LLC. | 5,857 | $476 | 03/31/2024 |
AEP | 5,857 | $476 | 03/31/2024 |
Sierra Summit Advisors LLC | 5,851 | $475 | 12/31/2023 |
AEP | 5,851 | $475 | 12/31/2023 |
Atwood & Palmer Inc. | 5,500 | $474 | 03/31/2024 |
AEP | 5,500 | $474 | 03/31/2024 |
Cohen Klingenstein LLC | 5,500 | $474 | 03/31/2024 |
AEP | 5,500 | $474 | 03/31/2024 |
Cigna Investments Inc. New | 5,484 | $472 | 03/31/2024 |
AEP | 5,484 | $472 | 03/31/2024 |
Bank of Hawaii | 5,810 | $472 | 12/31/2023 |
AEP | 5,810 | $472 | 12/31/2023 |
Bank OZK | 5,817 | $472 | 12/31/2023 |
AEP | 5,817 | $472 | 12/31/2023 |
InterOcean Capital Group LLC | 5,783 | $470 | 12/31/2023 |
AEP | 5,783 | $470 | 12/31/2023 |
BKM Wealth Management LLC | 5,435 | $468 | 03/31/2024 |
AEP | 5,435 | $468 | 03/31/2024 |
Bessemer Group Inc. | 5,763 | $468 | 12/31/2023 |
AEP | 5,763 | $468 | 12/31/2023 |
Cedrus LLC | 5,409 | $466 | 03/31/2024 |
AEP | 5,409 | $466 | 03/31/2024 |
GM Advisory Group Inc. | 5,737 | $466 | 12/31/2023 |
AEP | 5,737 | $466 | 12/31/2023 |
City State Bank | 5,405 | $465 | 03/31/2024 |
AEP | 5,405 | $465 | 03/31/2024 |
King Luther Capital Management Corp | 5,731 | $465 | 12/31/2023 |
AEP | 5,731 | $465 | 12/31/2023 |
Johnson Financial Group Inc. | 5,725 | $465 | 12/31/2023 |
AEP | 5,725 | $465 | 12/31/2023 |
Meridian Wealth Management LLC | 5,391 | $464 | 03/31/2024 |
AEP | 5,391 | $464 | 03/31/2024 |
Dearborn Partners LLC | 5,645 | $459 | 12/31/2023 |
AEP | 5,645 | $459 | 12/31/2023 |
Anchor Investment Management LLC | 5,644 | $458 | 12/31/2023 |
AEP | 5,644 | $458 | 12/31/2023 |
Indiana Trust & Investment Management CO | 5,307 | $457 | 03/31/2024 |
AEP | 5,307 | $457 | 03/31/2024 |
LexAurum Advisors LLC | 5,297 | $456 | 03/31/2024 |
AEP | 5,297 | $456 | 03/31/2024 |
Aptus Capital Advisors LLC | 5,613 | $456 | 12/31/2023 |
AEP | 5,613 | $456 | 12/31/2023 |
Mission Wealth Management LP | 5,234 | $451 | 03/31/2024 |
AEP | 5,234 | $451 | 03/31/2024 |
Rossmore Private Capital | 5,552 | $451 | 12/31/2023 |
AEP | 5,552 | $451 | 12/31/2023 |
Mattern Wealth Management LLC | 5,555 | $451 | 12/31/2023 |
AEP | 5,555 | $451 | 12/31/2023 |
Foundations Investment Advisors LLC | 5,606 | $447 | 12/31/2023 |
AEP | 5,606 | $447 | 12/31/2023 |
Honkamp Krueger Financial Services Inc. | 5,490 | $446 | 12/31/2023 |
AEP | 5,490 | $446 | 12/31/2023 |
Carolinas Wealth Consulting LLC | 5,476 | $445 | 12/31/2023 |
AEP | 5,476 | $445 | 12/31/2023 |
Strategic Investment Advisors MI | 5,158 | $444 | 03/31/2024 |
AEP | 5,158 | $444 | 03/31/2024 |
Sky Investment Group LLC | 5,117 | $441 | 03/31/2024 |
AEP | 5,117 | $441 | 03/31/2024 |
Focus Financial Network Inc. | 5,341 | $441 | 03/31/2024 |
AEP | 5,341 | $441 | 03/31/2024 |
Aberdeen Wealth Management LLC | 5,433 | $441 | 12/31/2023 |
AEP | 5,433 | $441 | 12/31/2023 |
Quadrant Capital Group LLC | 5,420 | $440 | 12/31/2023 |
AEP | 5,420 | $440 | 12/31/2023 |
ARS Wealth Advisors Group LLC | 5,391 | $438 | 12/31/2023 |
AEP | 5,391 | $438 | 12/31/2023 |
McGlone Suttner Wealth Management Inc. | 5,070 | $437 | 03/31/2024 |
AEP | 5,070 | $437 | 03/31/2024 |
Howe & Rusling Inc. | 5,386 | $437 | 12/31/2023 |
AEP | 5,386 | $437 | 12/31/2023 |
CoreCap Advisors LLC | 5,357 | $435 | 12/31/2023 |
AEP | 5,357 | $435 | 12/31/2023 |
Personal CFO Solutions LLC | 5,345 | $434 | 12/31/2023 |
AEP | 5,345 | $434 | 12/31/2023 |
Jaffetilchin Investment Partners LLC | 5,328 | $433 | 12/31/2023 |
AEP | 5,328 | $433 | 12/31/2023 |
Cohen Investment Advisors LLC | 5,021 | $432 | 03/31/2024 |
AEP | 5,021 | $432 | 03/31/2024 |
Hexagon Capital Partners LLC | 4,985 | $429 | 03/31/2024 |
AEP | 4,985 | $429 | 03/31/2024 |
Schechter Investment Advisors LLC | 5,272 | $428 | 12/31/2023 |
AEP | 5,272 | $428 | 12/31/2023 |
Bank of Stockton | 4,951 | $426 | 03/31/2024 |
AEP | 4,951 | $426 | 03/31/2024 |
Ironwood Investment Counsel LLC | 5,250 | $426 | 12/31/2023 |
AEP | 5,250 | $426 | 12/31/2023 |
Jones Financial Companies Lllp | 5,234 | $425 | 12/31/2023 |
AEP | 5,234 | $425 | 12/31/2023 |
Putnam FL Investment Management Co. | 5,234 | $425 | 12/31/2023 |
AEP | 5,234 | $425 | 12/31/2023 |
E Fund Management Co. Ltd. | 5,226 | $424 | 12/31/2023 |
AEP | 5,226 | $424 | 12/31/2023 |
Brown Brothers Harriman & Co. | 5,198 | $422 | 12/31/2023 |
AEP | 5,198 | $422 | 12/31/2023 |
Franklin Street Advisors Inc. NC | 4,890 | $421 | 03/31/2024 |
AEP | 4,890 | $421 | 03/31/2024 |
Northwest Bancshares Inc. | 4,877 | $420 | 03/31/2024 |
AEP | 4,877 | $420 | 03/31/2024 |
Norden Group LLC | 4,867 | $419 | 03/31/2024 |
AEP | 4,867 | $419 | 03/31/2024 |
Pinnacle West Asset Management Inc. | 4,855 | $418 | 03/31/2024 |
AEP | 4,855 | $418 | 03/31/2024 |
Balentine LLC | 5,147 | $418 | 12/31/2023 |
AEP | 5,147 | $418 | 12/31/2023 |
Centre Asset Management LLC | 4,840 | $417 | 03/31/2024 |
AEP | 4,840 | $417 | 03/31/2024 |
Global Retirement Partners LLC | 4,842 | $417 | 03/31/2024 |
AEP | 4,842 | $417 | 03/31/2024 |
Barry Investment Advisors LLC | 4,829 | $416 | 03/31/2024 |
AEP | 4,829 | $416 | 03/31/2024 |
Concentric Wealth Management LLC | 5,118 | $416 | 12/31/2023 |
AEP | 5,118 | $416 | 12/31/2023 |
Plan Group Financial LLC | 4,814 | $415 | 03/31/2024 |
AEP | 4,814 | $415 | 03/31/2024 |
ICICI Prudential Asset Management Co Ltd | 5,104 | $415 | 12/31/2023 |
AEP | 5,104 | $415 | 12/31/2023 |
High Net Worth Advisory Group LLC | 4,775 | $411 | 03/31/2024 |
AEP | 4,775 | $411 | 03/31/2024 |
Fee Only Financial Planning L.C. | 4,769 | $411 | 03/31/2024 |
AEP | 4,769 | $411 | 03/31/2024 |
Summit Financial Strategies Inc. | 5,042 | $409 | 12/31/2023 |
AEP | 5,042 | $409 | 12/31/2023 |
Institute for Wealth Management LLC. | 4,709 | $405 | 03/31/2024 |
AEP | 4,709 | $405 | 03/31/2024 |
Cornell Pochily Investment Advisors Inc. | 4,702 | $405 | 03/31/2024 |
AEP | 4,702 | $405 | 03/31/2024 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 4,974 | $404 | 12/31/2023 |
AEP | 4,974 | $404 | 12/31/2023 |
Fulton Breakefield Broenniman LLC | 4,680 | $403 | 03/31/2024 |
AEP | 4,680 | $403 | 03/31/2024 |
Clarius Group LLC | 4,683 | $403 | 03/31/2024 |
AEP | 4,683 | $403 | 03/31/2024 |
9258 Wealth Management LLC | 4,957 | $403 | 12/31/2023 |
AEP | 4,957 | $403 | 12/31/2023 |
TCG Advisory Services LLC | 4,948 | $402 | 12/31/2023 |
AEP | 4,948 | $402 | 12/31/2023 |
Carnegie Capital Asset Management LLC | 4,933 | $401 | 12/31/2023 |
AEP | 4,933 | $401 | 12/31/2023 |
Leo Wealth LLC | 4,843 | $401 | 12/31/2023 |
AEP | 4,843 | $401 | 12/31/2023 |
Birmingham Capital Management Co. Inc. AL | 4,920 | $400 | 12/31/2023 |
AEP | 4,920 | $400 | 12/31/2023 |
Insigneo Advisory Services LLC | 4,922 | $400 | 12/31/2023 |
AEP | 4,922 | $400 | 12/31/2023 |
KC Investment Advisors LLC | 4,907 | $399 | 12/31/2023 |
AEP | 4,907 | $399 | 12/31/2023 |
Strategic Financial Concepts LLC | 4,603 | $396 | 03/31/2024 |
AEP | 4,603 | $396 | 03/31/2024 |
River & Mercantile Asset Management LLP | 4,880 | $396 | 12/31/2023 |
AEP | 4,880 | $396 | 12/31/2023 |
PFG Advisors | 4,875 | $396 | 12/31/2023 |
AEP | 4,875 | $396 | 12/31/2023 |
Beverly Hills Private Wealth LLC | 4,850 | $394 | 12/31/2023 |
AEP | 4,850 | $394 | 12/31/2023 |
Cobblestone Capital Advisors LLC NY | 4,830 | $392 | 12/31/2023 |
AEP | 4,830 | $392 | 12/31/2023 |
Cornerstone Wealth Management LLC | 4,545 | $391 | 03/31/2024 |
AEP | 4,545 | $391 | 03/31/2024 |
Douglass Winthrop Advisors LLC | 4,818 | $391 | 12/31/2023 |
AEP | 4,818 | $391 | 12/31/2023 |
Gables Capital Management Inc. | 4,818 | $391 | 12/31/2023 |
AEP | 4,818 | $391 | 12/31/2023 |
Platform Technology Partners | 5,035 | $391 | 12/31/2023 |
AEP | 5,035 | $391 | 12/31/2023 |
Forte Capital LLC ADV | 4,807 | $390 | 12/31/2023 |
AEP | 4,807 | $390 | 12/31/2023 |
Wrapmanager Inc. | 4,797 | $390 | 12/31/2023 |
AEP | 4,797 | $390 | 12/31/2023 |
Nixon Peabody Trust Co. | 4,800 | $390 | 12/31/2023 |
AEP | 4,800 | $390 | 12/31/2023 |
WealthPlan Investment Management LLC | 4,800 | $390 | 12/31/2023 |
AEP | 4,800 | $390 | 12/31/2023 |
Smith Chas P & Associates PA Cpas | 4,482 | $386 | 03/31/2024 |
AEP | 4,482 | $386 | 03/31/2024 |
Vinva Investment Management Ltd | 4,750 | $386 | 12/31/2023 |
AEP | 4,750 | $386 | 12/31/2023 |
Parkside Financial Bank & Trust | 4,473 | $385 | 03/31/2024 |
AEP | 4,473 | $385 | 03/31/2024 |
McKinley Carter Wealth Services Inc. | 4,467 | $385 | 03/31/2024 |
AEP | 4,467 | $385 | 03/31/2024 |
Capital Investment Advisory Services LLC | 4,465 | $384 | 03/31/2024 |
AEP | 4,465 | $384 | 03/31/2024 |
Wedmont Private Capital | 4,492 | $382 | 03/31/2024 |
AEP | 4,492 | $382 | 03/31/2024 |
First Trust Investment Solutions L.P. | 4,698 | $382 | 12/31/2023 |
AEP | 4,698 | $382 | 12/31/2023 |
HF Advisory Group LLC | 4,422 | $381 | 03/31/2024 |
AEP | 4,422 | $381 | 03/31/2024 |
Roanoke Asset Management Corp NY | 4,690 | $381 | 12/31/2023 |
AEP | 4,690 | $381 | 12/31/2023 |
TFO TDC LLC | 4,648 | $378 | 12/31/2023 |
AEP | 4,648 | $378 | 12/31/2023 |
Harbour Trust & Investment Management Co | 4,367 | $376 | 03/31/2024 |
AEP | 4,367 | $376 | 03/31/2024 |
ST Germain D J Co. Inc. | 4,352 | $375 | 03/31/2024 |
AEP | 4,352 | $375 | 03/31/2024 |
Nilsine Partners LLC | 4,356 | $375 | 03/31/2024 |
AEP | 4,356 | $375 | 03/31/2024 |
Wilbanks Smith & Thomas Asset Management LLC | 4,610 | $374 | 12/31/2023 |
AEP | 4,610 | $374 | 12/31/2023 |
Harvest Fund Management Co. Ltd | 4,621 | $374 | 12/31/2023 |
AEP | 4,621 | $374 | 12/31/2023 |
Private Portfolio Partners LLC | 4,606 | $374 | 12/31/2023 |
AEP | 4,606 | $374 | 12/31/2023 |
Clearstead Advisors LLC | 4,597 | $373 | 12/31/2023 |
AEP | 4,597 | $373 | 12/31/2023 |
Clough Capital Partners L P | 4,591 | $373 | 12/31/2023 |
AEP | 4,591 | $373 | 12/31/2023 |
Fox Run Management L.L.C. | 4,594 | $373 | 12/31/2023 |
AEP | 4,594 | $373 | 12/31/2023 |
Aull & Monroe Investment Management Corp | 4,574 | $372 | 12/31/2023 |
AEP | 4,574 | $372 | 12/31/2023 |
Integrated Advisors Network LLC | 4,566 | $371 | 12/31/2023 |
AEP | 4,566 | $371 | 12/31/2023 |
Parsons Capital Management Inc. RI | 4,296 | $370 | 03/31/2024 |
AEP | 4,296 | $370 | 03/31/2024 |
CNB Bank | 4,289 | $369 | 03/31/2024 |
AEP | 4,289 | $369 | 03/31/2024 |
Jarislowsky Fraser Ltd | 4,545 | $369 | 12/31/2023 |
AEP | 4,545 | $369 | 12/31/2023 |
Mcdonald Partners LLC | 4,226 | $364 | 03/31/2024 |
AEP | 4,226 | $364 | 03/31/2024 |
Ethic Inc. | 4,479 | $364 | 12/31/2023 |
AEP | 4,479 | $364 | 12/31/2023 |
Coastal Investment Advisors Inc. | 4,218 | $363 | 03/31/2024 |
AEP | 4,218 | $363 | 03/31/2024 |
Evercore Wealth Management LLC | 4,473 | $363 | 12/31/2023 |
AEP | 4,473 | $363 | 12/31/2023 |
Scissortail Wealth Management LLC | 4,635 | $363 | 12/31/2023 |
AEP | 4,635 | $363 | 12/31/2023 |
ICA Group Wealth Management LLC | 4,474 | $363 | 12/31/2023 |
AEP | 4,474 | $363 | 12/31/2023 |
Symmetry Partners LLC | 4,193 | $361 | 03/31/2024 |
AEP | 4,193 | $361 | 03/31/2024 |
Pacifica Partners Inc. | 4,356 | $361 | 03/31/2024 |
AEP | 4,356 | $361 | 03/31/2024 |
Apella Capital LLC | 4,202 | $358 | 03/31/2024 |
AEP | 4,202 | $358 | 03/31/2024 |
Syon Capital LLC | 4,413 | $358 | 12/31/2023 |
AEP | 4,413 | $358 | 12/31/2023 |
Morningstar Investment Services LLC | 4,384 | $357 | 12/31/2023 |
AEP | 4,384 | $357 | 12/31/2023 |
David J Yvars Group | 4,106 | $354 | 03/31/2024 |
AEP | 4,106 | $354 | 03/31/2024 |
Welch & Forbes LLC | 4,356 | $354 | 12/31/2023 |
AEP | 4,356 | $354 | 12/31/2023 |
Los Angeles Capital Management & Equity Research Inc. | 4,101 | $353 | 03/31/2024 |
AEP | 4,101 | $353 | 03/31/2024 |
Trust Point Inc. | 4,097 | $353 | 03/31/2024 |
AEP | 4,097 | $353 | 03/31/2024 |
Spears Abacus Advisors LLC | 4,350 | $353 | 12/31/2023 |
AEP | 4,350 | $353 | 12/31/2023 |
Sterling Wealth Management Inc. | 4,351 | $353 | 12/31/2023 |
AEP | 4,351 | $353 | 12/31/2023 |
Monetary Management Group Inc. | 4,320 | $351 | 12/31/2023 |
AEP | 4,320 | $351 | 12/31/2023 |
Taylor Financial Group Inc. | 4,310 | $350 | 12/31/2023 |
AEP | 4,310 | $350 | 12/31/2023 |
United Asset Strategies Inc. | 4,038 | $348 | 03/31/2024 |
AEP | 4,038 | $348 | 03/31/2024 |
Gilbert & Cook Inc. | 4,044 | $348 | 03/31/2024 |
AEP | 4,044 | $348 | 03/31/2024 |
CFS Investment Advisory Services LLC | 4,274 | $347 | 12/31/2023 |
AEP | 4,274 | $347 | 12/31/2023 |
Marathon Strategic Advisors LLC | 4,022 | $346 | 03/31/2024 |
AEP | 4,022 | $346 | 03/31/2024 |
Advisory Alpha LLC | 4,265 | $346 | 12/31/2023 |
AEP | 4,265 | $346 | 12/31/2023 |
Woodward Diversified Capital LLC | 4,000 | $344 | 03/31/2024 |
AEP | 4,000 | $344 | 03/31/2024 |
International Assets Investment Management LLC | 4,055 | $343 | 03/31/2024 |
AEP | 4,055 | $343 | 03/31/2024 |
Next Capital Management LLC | 4,220 | $343 | 12/31/2023 |
AEP | 4,220 | $343 | 12/31/2023 |
Klein Pavlis & Peasley Financial Inc. | 4,216 | $342 | 12/31/2023 |
AEP | 4,216 | $342 | 12/31/2023 |
Essex Financial Services Inc. | 3,956 | $341 | 03/31/2024 |
AEP | 3,956 | $341 | 03/31/2024 |
GDS Wealth Management | 3,953 | $340 | 03/31/2024 |
AEP | 3,953 | $340 | 03/31/2024 |
City Holding Co. | 3,940 | $339 | 03/31/2024 |
AEP | 3,940 | $339 | 03/31/2024 |
Diversified Trust Co | 3,932 | $339 | 03/31/2024 |
AEP | 3,932 | $339 | 03/31/2024 |
Guardian Wealth Management Inc. | 4,159 | $338 | 12/31/2023 |
AEP | 4,159 | $338 | 12/31/2023 |
Principal Securities Inc. | 4,135 | $336 | 12/31/2023 |
AEP | 4,135 | $336 | 12/31/2023 |
Advisors Capital Management LLC | 4,122 | $335 | 12/31/2023 |
AEP | 4,122 | $335 | 12/31/2023 |
Mark Sheptoff Financial Planning LLC | 4,125 | $335 | 12/31/2023 |
AEP | 4,125 | $335 | 12/31/2023 |
Sovereign Financial Group Inc. | 3,883 | $334 | 03/31/2024 |
AEP | 3,883 | $334 | 03/31/2024 |
Aureus Asset Management LLC | 4,118 | $334 | 12/31/2023 |
AEP | 4,118 | $334 | 12/31/2023 |
Northeast Investment Management | 3,872 | $333 | 03/31/2024 |
AEP | 3,872 | $333 | 03/31/2024 |
AM Investment Strategies LLC | 3,863 | $333 | 03/31/2024 |
AEP | 3,863 | $333 | 03/31/2024 |
Midwest Professional Planners LTD. | 4,095 | $333 | 12/31/2023 |
AEP | 4,095 | $333 | 12/31/2023 |
Everett Harris & Co. CA | 3,861 | $332 | 03/31/2024 |
AEP | 3,861 | $332 | 03/31/2024 |
Centennial Wealth Advisory LLC | 3,854 | $332 | 03/31/2024 |
AEP | 3,854 | $332 | 03/31/2024 |
Conning Inc. | 3,831 | $330 | 03/31/2024 |
AEP | 3,831 | $330 | 03/31/2024 |
Summit Global Investments | 3,825 | $329 | 03/31/2024 |
AEP | 3,825 | $329 | 03/31/2024 |
Lockerman Financial Group Inc. | 3,825 | $329 | 03/31/2024 |
AEP | 3,825 | $329 | 03/31/2024 |
Gray Wealth Management Inc. | 3,822 | $329 | 03/31/2024 |
AEP | 3,822 | $329 | 03/31/2024 |
Graham Capital Management L.P. | 4,051 | $329 | 12/31/2023 |
AEP | 4,051 | $329 | 12/31/2023 |
Magnus Financial Group LLC | 4,053 | $329 | 12/31/2023 |
AEP | 4,053 | $329 | 12/31/2023 |
Penobscot Investment Management Company Inc. | 4,041 | $328 | 12/31/2023 |
AEP | 4,041 | $328 | 12/31/2023 |
Transcend Wealth Collective LLC | 4,041 | $328 | 12/31/2023 |
AEP | 4,041 | $328 | 12/31/2023 |
First Merchants Corp | 3,801 | $327 | 03/31/2024 |
AEP | 3,801 | $327 | 03/31/2024 |
Aurum Wealth Management Group LLC | 3,794 | $327 | 03/31/2024 |
AEP | 3,794 | $327 | 03/31/2024 |
AlphaStar Capital Management LLC | 4,028 | $327 | 12/31/2023 |
AEP | 4,028 | $327 | 12/31/2023 |
Brendel Financial Advisors LLC | 3,786 | $326 | 03/31/2024 |
AEP | 3,786 | $326 | 03/31/2024 |
Sunbelt Securities Inc. | 3,735 | $322 | 03/31/2024 |
AEP | 3,735 | $322 | 03/31/2024 |
Cassaday & Co Wealth Management LLC | 3,923 | $319 | 12/31/2023 |
AEP | 3,923 | $319 | 12/31/2023 |
CX Institutional | 3,687 | $317 | 03/31/2024 |
AEP | 3,687 | $317 | 03/31/2024 |
Keudell Morrison Wealth Management | 3,877 | $315 | 12/31/2023 |
AEP | 3,877 | $315 | 12/31/2023 |
apricus wealth LLC | 3,862 | $314 | 12/31/2023 |
AEP | 3,862 | $314 | 12/31/2023 |
Fruth Investment Management | 3,645 | $313 | 03/31/2024 |
AEP | 3,645 | $313 | 03/31/2024 |
Lantz Financial LLC | 3,608 | $311 | 03/31/2024 |
AEP | 3,608 | $311 | 03/31/2024 |
Kingswood Wealth Advisors LLC | 3,612 | $311 | 03/31/2024 |
AEP | 3,612 | $311 | 03/31/2024 |
Glassy Mountain Advisors Inc. | 3,599 | $310 | 03/31/2024 |
AEP | 3,599 | $310 | 03/31/2024 |
Headlands Technologies LLC | 3,813 | $310 | 12/31/2023 |
AEP | 3,813 | $310 | 12/31/2023 |
Joel Isaacson & Co. LLC | 3,594 | $309 | 03/31/2024 |
AEP | 3,594 | $309 | 03/31/2024 |
Swisher Financial Concepts Inc. | 3,726 | $309 | 03/31/2024 |
AEP | 3,726 | $309 | 03/31/2024 |
E&G Advisors LP | 3,568 | $307 | 03/31/2024 |
AEP | 3,568 | $307 | 03/31/2024 |
Truvestments Capital LLC | 3,779 | $307 | 12/31/2023 |
AEP | 3,779 | $307 | 12/31/2023 |
Thomasville National Bank | 3,554 | $306 | 03/31/2024 |
AEP | 3,554 | $306 | 03/31/2024 |
Atomi Financial Group Inc. | 3,764 | $306 | 12/31/2023 |
AEP | 3,764 | $306 | 12/31/2023 |
Perpetual Ltd | 3,598 | $305 | 03/31/2024 |
AEP | 3,598 | $305 | 03/31/2024 |
John G Ullman & Associates Inc. | 3,754 | $305 | 12/31/2023 |
AEP | 3,754 | $305 | 12/31/2023 |
Cidel Asset Management Inc. | 3,747 | $304 | 12/31/2023 |
AEP | 3,747 | $304 | 12/31/2023 |
Taylor Hoffman Wealth Management | 3,746 | $304 | 12/31/2023 |
AEP | 3,746 | $304 | 12/31/2023 |
Atalanta Sosnoff Capital LLC | 3,727 | $303 | 12/31/2023 |
AEP | 3,727 | $303 | 12/31/2023 |
AdvisorNet Financial Inc | 3,511 | $302 | 03/31/2024 |
AEP | 3,511 | $302 | 03/31/2024 |
Allen Capital Group LLC | 3,510 | $302 | 03/31/2024 |
AEP | 3,510 | $302 | 03/31/2024 |
Virginia Wealth Management Group Inc. | 3,509 | $302 | 03/31/2024 |
AEP | 3,509 | $302 | 03/31/2024 |
Ostrum Asset Management | 3,722 | $302 | 12/31/2023 |
AEP | 3,722 | $302 | 12/31/2023 |
Mathes Company Inc. | 3,500 | $301 | 03/31/2024 |
AEP | 3,500 | $301 | 03/31/2024 |
Abacus Planning Group Inc. | 3,480 | $300 | 03/31/2024 |
AEP | 3,480 | $300 | 03/31/2024 |
Barnes Pettey Financial Advisors LLC | 3,688 | $300 | 12/31/2023 |
AEP | 3,688 | $300 | 12/31/2023 |
Pacitti Group Inc. | 3,686 | $299 | 12/31/2023 |
AEP | 3,686 | $299 | 12/31/2023 |
Sheaff Brock Investment Advisors LLC | 3,674 | $298 | 12/31/2023 |
AEP | 3,674 | $298 | 12/31/2023 |
Maverick Capital Ltd. | 3,658 | $297 | 12/31/2023 |
AEP | 3,658 | $297 | 12/31/2023 |
Prairie Sky Financial Group LLC | 3,437 | $296 | 03/31/2024 |
AEP | 3,437 | $296 | 03/31/2024 |
Wulff Hansen & CO. | 3,425 | $295 | 03/31/2024 |
AEP | 3,425 | $295 | 03/31/2024 |
Concord Wealth Partners | 3,426 | $295 | 03/31/2024 |
AEP | 3,426 | $295 | 03/31/2024 |
Ignite Planners LLC | 3,466 | $293 | 03/31/2024 |
AEP | 3,466 | $293 | 03/31/2024 |
Peoples Bank KS | 3,387 | $292 | 03/31/2024 |
AEP | 3,387 | $292 | 03/31/2024 |
McDonough Capital Management Inc | 3,594 | $292 | 12/31/2023 |
AEP | 3,594 | $292 | 12/31/2023 |
First National Bank Sioux Falls | 3,375 | $291 | 03/31/2024 |
AEP | 3,375 | $291 | 03/31/2024 |
Burt Wealth Advisors | 3,371 | $290 | 03/31/2024 |
AEP | 3,371 | $290 | 03/31/2024 |
Summit Trail Advisors LLC | 3,370 | $290 | 03/31/2024 |
AEP | 3,370 | $290 | 03/31/2024 |
Bedel Financial Consulting Inc. | 3,567 | $290 | 12/31/2023 |
AEP | 3,567 | $290 | 12/31/2023 |
Salomon & Ludwin LLC | 3,360 | $289 | 03/31/2024 |
AEP | 3,360 | $289 | 03/31/2024 |
Channel Wealth LLC | 3,361 | $289 | 03/31/2024 |
AEP | 3,361 | $289 | 03/31/2024 |
Davis R M Inc. | 3,562 | $289 | 12/31/2023 |
AEP | 3,562 | $289 | 12/31/2023 |
Boothbay Fund Management LLC | 3,553 | $289 | 12/31/2023 |
AEP | 3,553 | $289 | 12/31/2023 |
Gilman Hill Asset Management LLC | 3,345 | $288 | 03/31/2024 |
AEP | 3,345 | $288 | 03/31/2024 |
FourThought Financial Partners LLC | 3,520 | $286 | 12/31/2023 |
AEP | 3,520 | $286 | 12/31/2023 |
Kovack Advisors Inc. | 3,308 | $285 | 03/31/2024 |
AEP | 3,308 | $285 | 03/31/2024 |
W Advisors LLC | 3,313 | $285 | 03/31/2024 |
AEP | 3,313 | $285 | 03/31/2024 |
Southland Equity Partners LLC | 3,302 | $284 | 03/31/2024 |
AEP | 3,302 | $284 | 03/31/2024 |
Planned Solutions Inc. | 3,288 | $283 | 03/31/2024 |
AEP | 3,288 | $283 | 03/31/2024 |
Central Pacific Bank Trust Division | 3,346 | $283 | 03/31/2024 |
AEP | 3,346 | $283 | 03/31/2024 |
Farther Finance Advisors LLC | 3,482 | $283 | 12/31/2023 |
AEP | 3,482 | $283 | 12/31/2023 |
Skopos Labs Inc. | 3,476 | $282 | 12/31/2023 |
AEP | 3,476 | $282 | 12/31/2023 |
NewEdge Wealth LLC | 3,464 | $281 | 12/31/2023 |
AEP | 3,464 | $281 | 12/31/2023 |
Tyche Wealth Partners LLC | 3,247 | $280 | 03/31/2024 |
AEP | 3,247 | $280 | 03/31/2024 |
Centaurus Financial Inc. | 3,448 | $280 | 12/31/2023 |
AEP | 3,448 | $280 | 12/31/2023 |
South Street Advisors LLC | 3,450 | $280 | 12/31/2023 |
AEP | 3,450 | $280 | 12/31/2023 |
TRUE Private Wealth Advisors | 3,230 | $278 | 03/31/2024 |
AEP | 3,230 | $278 | 03/31/2024 |
Thrive Capital Management LLC | 3,423 | $278 | 12/31/2023 |
AEP | 3,423 | $278 | 12/31/2023 |
Glenview Trust Co | 3,412 | $277 | 12/31/2023 |
AEP | 3,412 | $277 | 12/31/2023 |
Dorsey & Whitney Trust CO LLC | 3,396 | $276 | 12/31/2023 |
AEP | 3,396 | $276 | 12/31/2023 |
Waldron Private Wealth LLC | 3,408 | $276 | 12/31/2023 |
AEP | 3,408 | $276 | 12/31/2023 |
Dana Investment Advisors Inc. | 3,387 | $275 | 12/31/2023 |
AEP | 3,387 | $275 | 12/31/2023 |
ISAM Funds UK Ltd | 3,380 | $275 | 12/31/2023 |
AEP | 3,380 | $275 | 12/31/2023 |
JB Capital LLC | 3,183 | $274 | 03/31/2024 |
AEP | 3,183 | $274 | 03/31/2024 |
NorthRock Partners LLC | 3,374 | $274 | 12/31/2023 |
AEP | 3,374 | $274 | 12/31/2023 |
HTLF Bank | 3,176 | $273 | 03/31/2024 |
AEP | 3,176 | $273 | 03/31/2024 |
Lathrop Investment Management Corp | 3,160 | $272 | 03/31/2024 |
AEP | 3,160 | $272 | 03/31/2024 |
CAPROCK Group Inc. | 3,157 | $272 | 03/31/2024 |
AEP | 3,157 | $272 | 03/31/2024 |
Ausdal Financial Partners Inc. | 3,155 | $272 | 03/31/2024 |
AEP | 3,155 | $272 | 03/31/2024 |
Spire Wealth Management | 3,162 | $272 | 03/31/2024 |
AEP | 3,162 | $272 | 03/31/2024 |
Fayez Sarofim & Co | 3,550 | $272 | 12/31/2023 |
AEP | 3,550 | $272 | 12/31/2023 |
Holderness Investments Co. | 3,347 | $272 | 12/31/2023 |
AEP | 3,347 | $272 | 12/31/2023 |
Sanibel Captiva Trust Company Inc. | 3,347 | $272 | 12/31/2023 |
AEP | 3,347 | $272 | 12/31/2023 |
EverSource Wealth Advisors LLC | 3,331 | $271 | 12/31/2023 |
AEP | 3,331 | $271 | 12/31/2023 |
Lwmg LLC | 3,134 | $270 | 03/31/2024 |
AEP | 3,134 | $270 | 03/31/2024 |
Single Point Partners LLC | 3,126 | $269 | 03/31/2024 |
AEP | 3,126 | $269 | 03/31/2024 |
Ingalls & Snyder LLC | 3,317 | $269 | 12/31/2023 |
AEP | 3,317 | $269 | 12/31/2023 |
Richwood Investment Advisors LLC | 3,315 | $269 | 12/31/2023 |
AEP | 3,315 | $269 | 12/31/2023 |
Accel Wealth Management | 3,103 | $267 | 03/31/2024 |
AEP | 3,103 | $267 | 03/31/2024 |
Scientech Research LLC | 3,284 | $267 | 12/31/2023 |
AEP | 3,284 | $267 | 12/31/2023 |
Court Place Advisors LLC | 3,089 | $266 | 03/31/2024 |
AEP | 3,089 | $266 | 03/31/2024 |
Confluence Wealth Services Inc. | 3,088 | $266 | 03/31/2024 |
AEP | 3,088 | $266 | 03/31/2024 |
Clifford Swan Investment Counsel LLC | 3,075 | $265 | 03/31/2024 |
AEP | 3,075 | $265 | 03/31/2024 |
BLB&B Advisors LLC | 3,059 | $263 | 03/31/2024 |
AEP | 3,059 | $263 | 03/31/2024 |
Prosperity Consulting Group LLC | 3,054 | $263 | 03/31/2024 |
AEP | 3,054 | $263 | 03/31/2024 |
Sunpointe LLC | 3,060 | $263 | 03/31/2024 |
AEP | 3,060 | $263 | 03/31/2024 |
CCM Investment Advisers LLC | 3,220 | $262 | 12/31/2023 |
AEP | 3,220 | $262 | 12/31/2023 |
Boston Financial Mangement LLC | 3,230 | $262 | 12/31/2023 |
AEP | 3,230 | $262 | 12/31/2023 |
WealthPLAN Partners LLC | 3,208 | $261 | 12/31/2023 |
AEP | 3,208 | $261 | 12/31/2023 |
CHICAGO TRUST Co NA | 3,021 | $260 | 03/31/2024 |
AEP | 3,021 | $260 | 03/31/2024 |
Bank of Nova Scotia Trust Co. | 3,202 | $260 | 12/31/2023 |
AEP | 3,202 | $260 | 12/31/2023 |
BCGM Wealth Management LLC | 3,203 | $260 | 12/31/2023 |
AEP | 3,203 | $260 | 12/31/2023 |
Algert Global LLC | 3,195 | $259 | 12/31/2023 |
AEP | 3,195 | $259 | 12/31/2023 |
Dfpg Investments LLC | 3,109 | $259 | 12/31/2023 |
AEP | 3,109 | $259 | 12/31/2023 |
Townsend Asset Management Corp NC ADV | 2,980 | $257 | 03/31/2024 |
AEP | 2,980 | $257 | 03/31/2024 |
Symphony Financial Ltd. Co. | 2,984 | $257 | 03/31/2024 |
AEP | 2,984 | $257 | 03/31/2024 |
JT Stratford LLC | 3,161 | $257 | 12/31/2023 |
AEP | 3,161 | $257 | 12/31/2023 |
Sandbox Financial Partners LLC | 2,970 | $256 | 03/31/2024 |
AEP | 2,970 | $256 | 03/31/2024 |
Ronald Blue Trust Inc. | 2,973 | $256 | 03/31/2024 |
AEP | 2,973 | $256 | 03/31/2024 |
Gerber LLC | 2,972 | $256 | 03/31/2024 |
AEP | 2,972 | $256 | 03/31/2024 |
Lowe Brockenbrough & Co. Inc. | 3,154 | $256 | 12/31/2023 |
AEP | 3,154 | $256 | 12/31/2023 |
Delta Asset Management LLC TN | 3,149 | $256 | 12/31/2023 |
AEP | 3,149 | $256 | 12/31/2023 |
Cladis Investment Advisory LLC | 3,158 | $256 | 12/31/2023 |
AEP | 3,158 | $256 | 12/31/2023 |
Moloney Securities Asset Management LLC | 2,958 | $255 | 03/31/2024 |
AEP | 2,958 | $255 | 03/31/2024 |
Bremer Bank National Association | 2,956 | $255 | 03/31/2024 |
AEP | 2,956 | $255 | 03/31/2024 |
Carmel Capital Partners LLC | 2,960 | $255 | 03/31/2024 |
AEP | 2,960 | $255 | 03/31/2024 |
Excalibur Management Corp | 3,144 | $255 | 12/31/2023 |
AEP | 3,144 | $255 | 12/31/2023 |
Rodgers Brothers Inc. | 3,145 | $255 | 12/31/2023 |
AEP | 3,145 | $255 | 12/31/2023 |
Good Life Advisors LLC | 3,111 | $253 | 12/31/2023 |
AEP | 3,111 | $253 | 12/31/2023 |
Pitcairn Co. | 3,097 | $252 | 12/31/2023 |
AEP | 3,097 | $252 | 12/31/2023 |
Folger Nolan Fleming Douglas Capital Management Inc. | 2,921 | $251 | 03/31/2024 |
AEP | 2,921 | $251 | 03/31/2024 |
Banque Cantonale Vaudoise | 2,926 | $251 | 03/31/2024 |
AEP | 2,926 | $251 | 03/31/2024 |
McCarthy & Cox | 2,875 | $248 | 03/31/2024 |
AEP | 2,875 | $248 | 03/31/2024 |
CSS LLC IL | 3,059 | $248 | 12/31/2023 |
AEP | 3,059 | $248 | 12/31/2023 |
Jackson Square Capital LLC | 2,872 | $247 | 03/31/2024 |
AEP | 2,872 | $247 | 03/31/2024 |
GPS Wealth Strategies Group LLC | 2,857 | $246 | 03/31/2024 |
AEP | 2,857 | $246 | 03/31/2024 |
Diversify Advisory Services LLC | 2,914 | $246 | 03/31/2024 |
AEP | 2,914 | $246 | 03/31/2024 |
Options Solutions LLC | 3,000 | $244 | 12/31/2023 |
AEP | 3,000 | $244 | 12/31/2023 |
XML Financial LLC | 3,002 | $244 | 12/31/2023 |
AEP | 3,002 | $244 | 12/31/2023 |
LMG Wealth Partners LLC | 3,000 | $244 | 12/31/2023 |
AEP | 3,000 | $244 | 12/31/2023 |
Advisor OS LLC | 2,977 | $242 | 12/31/2023 |
AEP | 2,977 | $242 | 12/31/2023 |
Hartford Financial Management Inc. | 2,800 | $241 | 03/31/2024 |
AEP | 2,800 | $241 | 03/31/2024 |
Harbor Investment Advisory LLC | 2,797 | $241 | 03/31/2024 |
AEP | 2,797 | $241 | 03/31/2024 |
Richardson Financial Services Inc. | 2,969 | $241 | 12/31/2023 |
AEP | 2,969 | $241 | 12/31/2023 |
Peoples Financial Services CORP. | 2,785 | $240 | 03/31/2024 |
AEP | 2,785 | $240 | 03/31/2024 |
First Manhattan Co. | 2,953 | $240 | 12/31/2023 |
AEP | 2,953 | $240 | 12/31/2023 |
Widmann Financial Services Inc. | 2,952 | $240 | 12/31/2023 |
AEP | 2,952 | $240 | 12/31/2023 |
Choate Investment Advisors | 2,947 | $239 | 12/31/2023 |
AEP | 2,947 | $239 | 12/31/2023 |
Vantage Consulting Group Inc | 2,939 | $239 | 12/31/2023 |
AEP | 2,939 | $239 | 12/31/2023 |
Chronos Wealth Management LLC | 2,750 | $237 | 03/31/2024 |
AEP | 2,750 | $237 | 03/31/2024 |
Astoria Portfolio Advisors LLC. | 2,934 | $237 | 03/31/2024 |
AEP | 2,934 | $237 | 03/31/2024 |
GeoWealth Management LLC | 2,913 | $237 | 12/31/2023 |
AEP | 2,913 | $237 | 12/31/2023 |
David Loasby | 2,824 | $237 | 12/31/2023 |
AEP | 2,824 | $237 | 12/31/2023 |
Team Hewins LLC | 2,879 | $234 | 12/31/2023 |
AEP | 2,879 | $234 | 12/31/2023 |
West Bancorporation Inc. | 2,677 | $230 | 03/31/2024 |
AEP | 2,677 | $230 | 03/31/2024 |
Grant GrossMendelsohn LLC | 2,698 | $230 | 03/31/2024 |
AEP | 2,698 | $230 | 03/31/2024 |
Bullseye Investment Management LLC | 2,824 | $229 | 12/31/2023 |
AEP | 2,824 | $229 | 12/31/2023 |
Fifth Third Wealth Advisors LLC | 2,652 | $228 | 03/31/2024 |
AEP | 2,652 | $228 | 03/31/2024 |
Balyasny Asset Management LLC | 2,812 | $228 | 12/31/2023 |
AEP | 2,812 | $228 | 12/31/2023 |
Sfmg LLC | 2,809 | $228 | 12/31/2023 |
AEP | 2,809 | $228 | 12/31/2023 |
Avestar Capital LLC | 2,808 | $228 | 12/31/2023 |
AEP | 2,808 | $228 | 12/31/2023 |
Bridges Investment Management Inc. | 2,620 | $226 | 03/31/2024 |
AEP | 2,620 | $226 | 03/31/2024 |
Essex Savings Bank | 2,785 | $226 | 03/31/2024 |
AEP | 2,785 | $226 | 03/31/2024 |
Schmidt P J Investment Management Inc. | 2,612 | $225 | 03/31/2024 |
AEP | 2,612 | $225 | 03/31/2024 |
Foster & Motley Inc. | 2,614 | $225 | 03/31/2024 |
AEP | 2,614 | $225 | 03/31/2024 |
Bouchey Financial Group Ltd | 2,614 | $225 | 03/31/2024 |
AEP | 2,614 | $225 | 03/31/2024 |
Douglas Lane & Associates LLC | 2,607 | $224 | 03/31/2024 |
AEP | 2,607 | $224 | 03/31/2024 |
Pine Valley Investments Ltd Liability Co | 2,756 | $224 | 12/31/2023 |
AEP | 2,756 | $224 | 12/31/2023 |
Hazlett Burt & Watson Inc. | 2,590 | $223 | 03/31/2024 |
AEP | 2,590 | $223 | 03/31/2024 |
Schulhoff & Co. Inc. | 2,595 | $223 | 03/31/2024 |
AEP | 2,595 | $223 | 03/31/2024 |
Rockland Trust Co. | 2,581 | $222 | 03/31/2024 |
AEP | 2,581 | $222 | 03/31/2024 |
Associated Banc Corp | 2,731 | $222 | 12/31/2023 |
AEP | 2,731 | $222 | 12/31/2023 |
CI Investments Inc. | 2,715 | $221 | 12/31/2023 |
AEP | 2,715 | $221 | 12/31/2023 |
Walter & Keenan Financial Consulting Co. MI ADV | 2,550 | $220 | 03/31/2024 |
AEP | 2,550 | $220 | 03/31/2024 |
Register Financial Advisors LLC | 2,557 | $220 | 03/31/2024 |
AEP | 2,557 | $220 | 03/31/2024 |
Sentry Investment Management LLC | 2,695 | $219 | 12/31/2023 |
AEP | 2,695 | $219 | 12/31/2023 |
Wealth Quarterback LLC | 2,691 | $219 | 12/31/2023 |
AEP | 2,691 | $219 | 12/31/2023 |
Inspire Trust Co. N.A. | 2,695 | $219 | 12/31/2023 |
AEP | 2,695 | $219 | 12/31/2023 |
Lindbrook Capital LLC | 2,522 | $217 | 03/31/2024 |
AEP | 2,522 | $217 | 03/31/2024 |
MONECO Advisors LLC | 2,507 | $216 | 03/31/2024 |
AEP | 2,507 | $216 | 03/31/2024 |
Latitude Advisors LLC | 2,512 | $216 | 03/31/2024 |
AEP | 2,512 | $216 | 03/31/2024 |
Stiles Financial Services Inc | 2,496 | $215 | 03/31/2024 |
AEP | 2,496 | $215 | 03/31/2024 |
Lake Street Advisors Group LLC | 2,642 | $215 | 12/31/2023 |
AEP | 2,642 | $215 | 12/31/2023 |
Family Management Corp | 2,632 | $214 | 12/31/2023 |
AEP | 2,632 | $214 | 12/31/2023 |
Aveo Capital Partners LLC | 2,629 | $214 | 12/31/2023 |
AEP | 2,629 | $214 | 12/31/2023 |
L.M. Kohn & Company | 2,470 | $213 | 03/31/2024 |
AEP | 2,470 | $213 | 03/31/2024 |
Gillespie Robinson & Grimm Inc. | 2,474 | $213 | 03/31/2024 |
AEP | 2,474 | $213 | 03/31/2024 |
Tudor Investment Corp Et Al | $212 | 12/31/2023 | |
Call | 24,300 | $1,974 | 12/31/2023 |
Put | 21,700 | $1,762 | 12/31/2023 |
Shakespeare Wealth Management Inc. | 2,613 | $212 | 12/31/2023 |
AEP | 2,613 | $212 | 12/31/2023 |
RFG Advisory LLC | 2,450 | $211 | 03/31/2024 |
AEP | 2,450 | $211 | 03/31/2024 |
Angeles Investment Advisors LLC | 2,597 | $211 | 12/31/2023 |
AEP | 2,597 | $211 | 12/31/2023 |
Beaton Management Co. Inc. | 2,604 | $211 | 12/31/2023 |
AEP | 2,604 | $211 | 12/31/2023 |
Becker Capital Management Inc. | 2,584 | $210 | 12/31/2023 |
AEP | 2,584 | $210 | 12/31/2023 |
Main Street Financial Solutions LLC | 2,429 | $209 | 03/31/2024 |
AEP | 2,429 | $209 | 03/31/2024 |
Rosenberg Matthew Hamilton | 2,469 | $209 | 03/31/2024 |
AEP | 2,469 | $209 | 03/31/2024 |
MQS Management LLC | 2,577 | $209 | 12/31/2023 |
AEP | 2,577 | $209 | 12/31/2023 |
Cutler Investment Counsel LLC | 2,417 | $208 | 03/31/2024 |
AEP | 2,417 | $208 | 03/31/2024 |
Mosaic Family Wealth Partners LLC | 2,564 | $208 | 12/31/2023 |
AEP | 2,564 | $208 | 12/31/2023 |
MJP Associates Inc. ADV | 2,403 | $207 | 03/31/2024 |
AEP | 2,403 | $207 | 03/31/2024 |
Central Bank & Trust Co. | 2,400 | $207 | 03/31/2024 |
AEP | 2,400 | $207 | 03/31/2024 |
Kowal Investment Group LLC | 2,409 | $207 | 03/31/2024 |
AEP | 2,409 | $207 | 03/31/2024 |
German American Bancorp Inc. | 2,547 | $207 | 12/31/2023 |
AEP | 2,547 | $207 | 12/31/2023 |
SILVER OAK SECURITIES Inc | 2,544 | $207 | 12/31/2023 |
AEP | 2,544 | $207 | 12/31/2023 |
Aaron Wealth Advisors | 2,389 | $206 | 03/31/2024 |
AEP | 2,389 | $206 | 03/31/2024 |
Tiemann Investment Advisors LLC | 2,540 | $206 | 12/31/2023 |
AEP | 2,540 | $206 | 12/31/2023 |
Virtus ETF Advisers LLC | 2,533 | $206 | 12/31/2023 |
AEP | 2,533 | $206 | 12/31/2023 |
LGT Financial Advisors LLC | 2,377 | $205 | 03/31/2024 |
AEP | 2,377 | $205 | 03/31/2024 |
Ifrah Financial Services Inc. | 2,521 | $205 | 12/31/2023 |
AEP | 2,521 | $205 | 12/31/2023 |
Eagle Ridge Investment Management | 2,366 | $204 | 03/31/2024 |
AEP | 2,366 | $204 | 03/31/2024 |
China Universal Asset Management Co. Ltd. | 2,373 | $204 | 03/31/2024 |
AEP | 2,373 | $204 | 03/31/2024 |
Vista Capital Partners Inc. | 2,517 | $204 | 12/31/2023 |
AEP | 2,517 | $204 | 12/31/2023 |
Parallax Volatility Advisers L.P. | $204 | 12/31/2023 | |
AEP | 72,504 | $5,889 | 12/31/2023 |
Put | 70,000 | $5,685 | 12/31/2023 |
Fortem Financial Group LLC | 2,358 | $203 | 03/31/2024 |
AEP | 2,358 | $203 | 03/31/2024 |
Payden & Rygel | 2,500 | $203 | 12/31/2023 |
AEP | 2,500 | $203 | 12/31/2023 |
Cascade Investment Group Inc. | 2,501 | $203 | 12/31/2023 |
AEP | 2,501 | $203 | 12/31/2023 |
Archford Capital Strategies LLC | 2,345 | $202 | 03/31/2024 |
AEP | 2,345 | $202 | 03/31/2024 |
IFG Advisory LLC | 2,484 | $202 | 12/31/2023 |
AEP | 2,484 | $202 | 12/31/2023 |
Private Capital Advisors Inc. | 2,335 | $201 | 03/31/2024 |
AEP | 2,335 | $201 | 03/31/2024 |
ERn Financial LLC | 2,324 | $200 | 03/31/2024 |
AEP | 2,324 | $200 | 03/31/2024 |
Glass Jacobson Investment Advisors llc | 2,322 | $200 | 03/31/2024 |
AEP | 2,322 | $200 | 03/31/2024 |
Williams Jones Wealth Management LLC. | 2,464 | $200 | 12/31/2023 |
AEP | 2,464 | $200 | 12/31/2023 |
Columbia Trust Co 01012016 | 2,463 | $200 | 12/31/2023 |
AEP | 2,463 | $200 | 12/31/2023 |
Penserra Capital Management LLC | 2,434 | $197 | 12/31/2023 |
AEP | 2,434 | $197 | 12/31/2023 |
Mechanics Financial Corp | 2,400 | $195 | 12/31/2023 |
AEP | 2,400 | $195 | 12/31/2023 |
Caldwell Sutter Capital Inc. | 2,247 | $193 | 03/31/2024 |
AEP | 2,247 | $193 | 03/31/2024 |
Bfsg LLC | 2,219 | $191 | 03/31/2024 |
AEP | 2,219 | $191 | 03/31/2024 |
Acadian Asset Management LLC | 2,361 | $191 | 12/31/2023 |
AEP | 2,361 | $191 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 2,196 | $189 | 03/31/2024 |
AEP | 2,196 | $189 | 03/31/2024 |
Icon Wealth Advisors LLC | 2,323 | $189 | 12/31/2023 |
AEP | 2,323 | $189 | 12/31/2023 |
Pinnacle Bank | 2,161 | $186 | 03/31/2024 |
AEP | 2,161 | $186 | 03/31/2024 |
Cranbrook Wealth Management LLC | 2,109 | $182 | 03/31/2024 |
AEP | 2,109 | $182 | 03/31/2024 |
Quent Capital LLC | 2,105 | $181 | 03/31/2024 |
AEP | 2,105 | $181 | 03/31/2024 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 2,062 | $178 | 03/31/2024 |
AEP | 2,062 | $178 | 03/31/2024 |
Jackson Grant Investment Advisers Inc. | 2,172 | $176 | 12/31/2023 |
AEP | 2,172 | $176 | 12/31/2023 |
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 2,065 | $175 | 03/31/2024 |
AEP | 2,065 | $175 | 03/31/2024 |
CVA Family Office LLC | 2,007 | $173 | 03/31/2024 |
AEP | 2,007 | $173 | 03/31/2024 |
Independence Bank of Kentucky | 2,000 | $172 | 03/31/2024 |
AEP | 2,000 | $172 | 03/31/2024 |
Larson Financial Group LLC | 2,101 | $171 | 12/31/2023 |
AEP | 2,101 | $171 | 12/31/2023 |
Gradient Investments LLC | 1,971 | $170 | 03/31/2024 |
AEP | 1,971 | $170 | 03/31/2024 |
FinTrust Capital Advisors LLC | 1,971 | $170 | 03/31/2024 |
AEP | 1,971 | $170 | 03/31/2024 |
Cambridge Trust Co. | 2,079 | $169 | 12/31/2023 |
AEP | 2,079 | $169 | 12/31/2023 |
Baystate Wealth Management LLC | 2,009 | $163 | 12/31/2023 |
AEP | 2,009 | $163 | 12/31/2023 |
Cassady Schiller Wealth Management LLC | 1,920 | $156 | 12/31/2023 |
AEP | 1,920 | $156 | 12/31/2023 |
SYSTM Wealth Solutions LLC | 1,791 | $154 | 03/31/2024 |
AEP | 1,791 | $154 | 03/31/2024 |
Trust Co. of Vermont | 1,885 | $153 | 12/31/2023 |
AEP | 1,885 | $153 | 12/31/2023 |
McIlrath & Eck LLC | 1,886 | $153 | 12/31/2023 |
AEP | 1,886 | $153 | 12/31/2023 |
American National Bank | 1,750 | $151 | 03/31/2024 |
AEP | 1,750 | $151 | 03/31/2024 |
Pacific Center for Financial Services | 1,825 | $148 | 12/31/2023 |
AEP | 1,825 | $148 | 12/31/2023 |
Cape Investment Advisory Inc. | 1,774 | $144 | 12/31/2023 |
AEP | 1,774 | $144 | 12/31/2023 |
TCTC Holdings LLC | 1,761 | $143 | 12/31/2023 |
AEP | 1,761 | $143 | 12/31/2023 |
WASHINGTON TRUST Co | 1,645 | $142 | 03/31/2024 |
AEP | 1,645 | $142 | 03/31/2024 |
Bogart Wealth LLC | 1,650 | $142 | 03/31/2024 |
AEP | 1,650 | $142 | 03/31/2024 |
AJOVista LLC | 1,724 | $140 | 12/31/2023 |
AEP | 1,724 | $140 | 12/31/2023 |
ORG Partners LLC | 1,719 | $140 | 12/31/2023 |
AEP | 1,719 | $140 | 12/31/2023 |
Norwood Financial Corp | 1,607 | $138 | 03/31/2024 |
AEP | 1,607 | $138 | 03/31/2024 |
Day & Ennis LLC | 1,630 | $132 | 12/31/2023 |
AEP | 1,630 | $132 | 12/31/2023 |
Grove Bank & Trust | 1,526 | $131 | 03/31/2024 |
AEP | 1,526 | $131 | 03/31/2024 |
Manchester Capital Management LLC | 1,614 | $131 | 12/31/2023 |
AEP | 1,614 | $131 | 12/31/2023 |
Palisade Asset Management LLC | 1,495 | $129 | 03/31/2024 |
AEP | 1,495 | $129 | 03/31/2024 |
M&R Capital Management Inc. | 1,490 | $128 | 03/31/2024 |
AEP | 1,490 | $128 | 03/31/2024 |
S.A. Mason LLC | 1,465 | $126 | 03/31/2024 |
AEP | 1,465 | $126 | 03/31/2024 |
Key Financial Inc | 1,470 | $119 | 03/31/2024 |
AEP | 1,470 | $119 | 03/31/2024 |
Tsfg LLC | 1,368 | $118 | 03/31/2024 |
AEP | 1,368 | $118 | 03/31/2024 |
Blume Capital Management Inc. | 1,350 | $116 | 03/31/2024 |
AEP | 1,350 | $116 | 03/31/2024 |
Westside Investment Management Inc. | 1,337 | $115 | 03/31/2024 |
AEP | 1,337 | $115 | 03/31/2024 |
Northwest Investment Counselors LLC | 1,327 | $114 | 03/31/2024 |
AEP | 1,327 | $114 | 03/31/2024 |
JFS Wealth Advisors LLC | 1,327 | $114 | 03/31/2024 |
AEP | 1,327 | $114 | 03/31/2024 |
Focused Wealth Management Inc | 1,403 | $114 | 12/31/2023 |
AEP | 1,403 | $114 | 12/31/2023 |
Nemes Rush Group LLC | 1,403 | $114 | 12/31/2023 |
AEP | 1,403 | $114 | 12/31/2023 |
Horizon Bancorp Inc. IN | 1,265 | $109 | 03/31/2024 |
AEP | 1,265 | $109 | 03/31/2024 |
Princeton Global Asset Management LLC | 1,236 | $106 | 03/31/2024 |
AEP | 1,236 | $106 | 03/31/2024 |
AllSquare Wealth Management LLC | 1,260 | $102 | 12/31/2023 |
AEP | 1,260 | $102 | 12/31/2023 |
SOA Wealth Advisors LLC. | 1,156 | $100 | 03/31/2024 |
AEP | 1,156 | $100 | 03/31/2024 |
Acima Private Wealth LLC | 1,224 | $99 | 12/31/2023 |
AEP | 1,224 | $99 | 12/31/2023 |
Tompkins Financial Corp | 1,119 | $96 | 03/31/2024 |
AEP | 1,119 | $96 | 03/31/2024 |
Global Wealth Management Investment Advisory Inc. | 1,188 | $96 | 12/31/2023 |
AEP | 1,188 | $96 | 12/31/2023 |
MCF Advisors LLC | 1,087 | $94 | 03/31/2024 |
AEP | 1,087 | $94 | 03/31/2024 |
Venturi Wealth Management LLC | 1,064 | $92 | 03/31/2024 |
AEP | 1,064 | $92 | 03/31/2024 |
Impact Partnership Wealth LLC | 1,138 | $92 | 12/31/2023 |
AEP | 1,138 | $92 | 12/31/2023 |
Perkins Coie Trust Co | 1,040 | $90 | 03/31/2024 |
AEP | 1,040 | $90 | 03/31/2024 |
Financial Avengers Inc. | 1,112 | $90 | 12/31/2023 |
AEP | 1,112 | $90 | 12/31/2023 |
Western Pacific Wealth Management LP | 1,106 | $90 | 12/31/2023 |
AEP | 1,106 | $90 | 12/31/2023 |
Rocky Mountain Advisers LLC | 1,039 | $89 | 03/31/2024 |
AEP | 1,039 | $89 | 03/31/2024 |
Householder Group Estate & Retirement Specialist LLC | 1,094 | $88 | 12/31/2023 |
AEP | 1,094 | $88 | 12/31/2023 |
Trifecta Capital Advisors LLC | 1,010 | $87 | 03/31/2024 |
AEP | 1,010 | $87 | 03/31/2024 |
GHP Investment Advisors Inc. | 1,000 | $86 | 03/31/2024 |
AEP | 1,000 | $86 | 03/31/2024 |
Heritage Wealth Advisors | 1,063 | $86 | 12/31/2023 |
AEP | 1,063 | $86 | 12/31/2023 |
APG Asset Management N.V. | 1,034,825 | $84 | 12/31/2023 |
AEP | 1,034,825 | $84 | 12/31/2023 |
Dakota Community Bank & Trust NA | 951 | $82 | 03/31/2024 |
AEP | 951 | $82 | 03/31/2024 |
Valley National Advisers Inc. | 951 | $81 | 03/31/2024 |
AEP | 951 | $81 | 03/31/2024 |
PSI Advisors LLC | 940 | $81 | 03/31/2024 |
AEP | 940 | $81 | 03/31/2024 |
Financial Connections Group Inc. | 1,000 | $81 | 12/31/2023 |
AEP | 1,000 | $81 | 12/31/2023 |
Stephens Consulting LLC | 925 | $80 | 03/31/2024 |
AEP | 925 | $80 | 03/31/2024 |
Capital Advisors Ltd. LLC | 869 | $75 | 03/31/2024 |
AEP | 869 | $75 | 03/31/2024 |
WFA Asset Management Corp | 853 | $73 | 03/31/2024 |
AEP | 853 | $73 | 03/31/2024 |
Duncker Streett & Co. Inc. | 833 | $72 | 03/31/2024 |
AEP | 833 | $72 | 03/31/2024 |
Blue Bell Private Wealth Management LLC | 837 | $72 | 03/31/2024 |
AEP | 837 | $72 | 03/31/2024 |
Financial Freedom LLC | 835 | $72 | 03/31/2024 |
AEP | 835 | $72 | 03/31/2024 |
Arrow Financial Corp | 865 | $70 | 12/31/2023 |
AEP | 865 | $70 | 12/31/2023 |
Deseret Mutual Benefit Administrators | 833 | $68 | 12/31/2023 |
AEP | 833 | $68 | 12/31/2023 |
SRS Capital Advisors Inc. | 824 | $67 | 12/31/2023 |
AEP | 824 | $67 | 12/31/2023 |
Atlantic Trust LLC | 819 | $67 | 12/31/2023 |
AEP | 819 | $67 | 12/31/2023 |
Tyler Stone Wealth Management | 808 | $66 | 12/31/2023 |
AEP | 808 | $66 | 12/31/2023 |
Quarry LP | 799 | $65 | 12/31/2023 |
AEP | 799 | $65 | 12/31/2023 |
Addison Advisors LLC | 783 | $64 | 12/31/2023 |
AEP | 783 | $64 | 12/31/2023 |
Sittner & Nelson LLC | 794 | $64 | 12/31/2023 |
AEP | 794 | $64 | 12/31/2023 |
Beacon Capital Management LLC | 851 | $64 | 12/31/2023 |
AEP | 851 | $64 | 12/31/2023 |
Sugarloaf Wealth Management LLC | 728 | $63 | 03/31/2024 |
AEP | 728 | $63 | 03/31/2024 |
Riverview Trust Co | 720 | $62 | 03/31/2024 |
AEP | 720 | $62 | 03/31/2024 |
Smithfield Trust Co. | 742 | $60 | 12/31/2023 |
AEP | 742 | $60 | 12/31/2023 |
Ossiam | 734 | $60 | 12/31/2023 |
AEP | 734 | $60 | 12/31/2023 |
Operose Advisors LLC | 742 | $60 | 12/31/2023 |
AEP | 742 | $60 | 12/31/2023 |
Avalon Trust Co | 722 | $59 | 12/31/2023 |
AEP | 722 | $59 | 12/31/2023 |
Emfo LLC | 719 | $58 | 12/31/2023 |
AEP | 719 | $58 | 12/31/2023 |
Atticus Wealth Management LLC | 666 | $57 | 03/31/2024 |
AEP | 666 | $57 | 03/31/2024 |
Webster Bank N. A. | 650 | $56 | 03/31/2024 |
AEP | 650 | $56 | 03/31/2024 |
First United Bank Trust | 654 | $56 | 03/31/2024 |
AEP | 654 | $56 | 03/31/2024 |
Adirondack Trust Co. | 625 | $54 | 03/31/2024 |
AEP | 625 | $54 | 03/31/2024 |
BOK Financial Private Wealth Inc. | 567 | $49 | 03/31/2024 |
AEP | 567 | $49 | 03/31/2024 |
Insight Financial Services | 571 | $49 | 03/31/2024 |
AEP | 571 | $49 | 03/31/2024 |
Cypress Capital Management LLC WY | 600 | $49 | 12/31/2023 |
AEP | 600 | $49 | 12/31/2023 |
New Millennium Group LLC | 597 | $48 | 12/31/2023 |
AEP | 597 | $48 | 12/31/2023 |
CKW Financial Group | 550 | $47 | 03/31/2024 |
AEP | 550 | $47 | 03/31/2024 |
DT Investment Partners LLC | 593 | $47 | 12/31/2023 |
AEP | 593 | $47 | 12/31/2023 |
Rational Advisors LLC | 538 | $46 | 03/31/2024 |
AEP | 538 | $46 | 03/31/2024 |
JJJ Advisors Inc. | 529 | $46 | 03/31/2024 |
AEP | 529 | $46 | 03/31/2024 |
Versant Capital Management Inc | 539 | $46 | 03/31/2024 |
AEP | 539 | $46 | 03/31/2024 |
Byrne Asset Management LLC | 540 | $46 | 03/31/2024 |
AEP | 540 | $46 | 03/31/2024 |
Bangor Savings Bank | 524 | $45 | 03/31/2024 |
AEP | 524 | $45 | 03/31/2024 |
Oakworth Capital Inc. | 521 | $45 | 03/31/2024 |
AEP | 521 | $45 | 03/31/2024 |
EdgeRock Capital LLC | 569 | $45 | 12/31/2023 |
AEP | 569 | $45 | 12/31/2023 |
Atlas Capital Advisors LLC | 506 | $44 | 03/31/2024 |
AEP | 506 | $44 | 03/31/2024 |
Lowe Wealth Advisors LLC | 511 | $44 | 03/31/2024 |
AEP | 511 | $44 | 03/31/2024 |
Plante Moran Financial Advisors LLC | 539 | $44 | 12/31/2023 |
AEP | 539 | $44 | 12/31/2023 |
Barrett & Company Inc. | 498 | $43 | 03/31/2024 |
AEP | 498 | $43 | 03/31/2024 |
Catalyst Capital Advisors LLC | 499 | $43 | 03/31/2024 |
AEP | 499 | $43 | 03/31/2024 |
Aspire Private Capital LLC | 504 | $43 | 03/31/2024 |
AEP | 504 | $43 | 03/31/2024 |
TFC Financial Management | 501 | $43 | 03/31/2024 |
AEP | 501 | $43 | 03/31/2024 |
Piscataqua Savings Bank | 500 | $43 | 03/31/2024 |
AEP | 500 | $43 | 03/31/2024 |
Ogorek Anthony Joseph NY ADV | 535 | $43 | 12/31/2023 |
AEP | 535 | $43 | 12/31/2023 |
TD Capital Management LLC | 525 | $43 | 12/31/2023 |
AEP | 525 | $43 | 12/31/2023 |
Tortoise Investment Management LLC | 534 | $43 | 12/31/2023 |
AEP | 534 | $43 | 12/31/2023 |
Ritter Daniher Financial Advisory LLC DE | 528 | $43 | 12/31/2023 |
AEP | 528 | $43 | 12/31/2023 |
Annis Gardner Whiting Capital Advisors LLC | 513 | $42 | 12/31/2023 |
AEP | 513 | $42 | 12/31/2023 |
JNBA Financial Advisors | 479 | $41 | 03/31/2024 |
AEP | 479 | $41 | 03/31/2024 |
Future Financial Wealth Managment LLC | 482 | $41 | 03/31/2024 |
AEP | 482 | $41 | 03/31/2024 |
Pin Oak Investment Advisors Inc. | 508 | $41 | 12/31/2023 |
AEP | 508 | $41 | 12/31/2023 |
Coppell Advisory Solutions LLC | 505 | $41 | 12/31/2023 |
AEP | 505 | $41 | 12/31/2023 |
United Community Bank | 500 | $41 | 12/31/2023 |
AEP | 500 | $41 | 12/31/2023 |
Northwest Financial Advisors | 500 | $41 | 12/31/2023 |
AEP | 500 | $41 | 12/31/2023 |
Boyd Watterson Asset Management LLC OH | 460 | $40 | 03/31/2024 |
AEP | 460 | $40 | 03/31/2024 |
Silvant Capital Management LLC | 439 | $38 | 03/31/2024 |
AEP | 439 | $38 | 03/31/2024 |
Winthrop Capital Management LLC | 464 | $38 | 12/31/2023 |
AEP | 464 | $38 | 12/31/2023 |
First Financialcorp IN | 430 | $37 | 03/31/2024 |
AEP | 430 | $37 | 03/31/2024 |
First Personal Financial Services | 426 | $37 | 03/31/2024 |
AEP | 426 | $37 | 03/31/2024 |
Morton Brown Family Wealth LLC | 424 | $37 | 03/31/2024 |
AEP | 424 | $37 | 03/31/2024 |
Live Oak Investment Partners | 457 | $37 | 12/31/2023 |
AEP | 457 | $37 | 12/31/2023 |
Loomis Sayles & Co. L P | 421 | $34 | 12/31/2023 |
AEP | 421 | $34 | 12/31/2023 |
Foster Dykema Cabot & Partners LLC | 403 | $33 | 12/31/2023 |
AEP | 403 | $33 | 12/31/2023 |
O Dell Group LLC | 394 | $32 | 12/31/2023 |
AEP | 394 | $32 | 12/31/2023 |
West Oak Capital LLC | 360 | $31 | 03/31/2024 |
AEP | 360 | $31 | 03/31/2024 |
West Tower Group LLC | 377 | $31 | 12/31/2023 |
AEP | 377 | $31 | 12/31/2023 |
FSC Wealth Advisors LLC | 350 | $30 | 03/31/2024 |
AEP | 350 | $30 | 03/31/2024 |
Financial Perspectives Inc | 349 | $30 | 03/31/2024 |
AEP | 349 | $30 | 03/31/2024 |
Wetzel Investment Advisors Inc. | 360 | $30 | 03/31/2024 |
AEP | 360 | $30 | 03/31/2024 |
Tradition Wealth Management LLC | 372 | $30 | 12/31/2023 |
AEP | 372 | $30 | 12/31/2023 |
YHB Investment Advisors Inc. | 335 | $29 | 03/31/2024 |
AEP | 335 | $29 | 03/31/2024 |
MV Capital Management Inc. | 323 | $28 | 03/31/2024 |
AEP | 323 | $28 | 03/31/2024 |
West Paces Advisors Inc. | 320 | $28 | 03/31/2024 |
AEP | 320 | $28 | 03/31/2024 |
Rise Advisors LLC | 318 | $27 | 03/31/2024 |
AEP | 318 | $27 | 03/31/2024 |
Denali Advisors LLC | 300 | $26 | 03/31/2024 |
AEP | 300 | $26 | 03/31/2024 |
Union Savings Bank | 305 | $26 | 03/31/2024 |
AEP | 305 | $26 | 03/31/2024 |
Cornerstone Planning Group LLC | 320 | $26 | 12/31/2023 |
AEP | 320 | $26 | 12/31/2023 |
Frazier Financial Advisors LLC | 325 | $26 | 12/31/2023 |
AEP | 325 | $26 | 12/31/2023 |
Chilton Capital Management LLC | 313 | $25 | 12/31/2023 |
AEP | 313 | $25 | 12/31/2023 |
Fairfield Bush & CO. | 312 | $25 | 12/31/2023 |
AEP | 312 | $25 | 12/31/2023 |
HHM Wealth Advisors LLC | 292 | $24 | 12/31/2023 |
AEP | 292 | $24 | 12/31/2023 |
Canton Hathaway LLC | 300 | $24 | 12/31/2023 |
AEP | 300 | $24 | 12/31/2023 |
Pingora Partners LLC | 300 | $24 | 12/31/2023 |
AEP | 300 | $24 | 12/31/2023 |
Burkett Financial Services LLC | 269 | $23 | 03/31/2024 |
AEP | 269 | $23 | 03/31/2024 |
Covestor Ltd | 284 | $23 | 12/31/2023 |
AEP | 284 | $23 | 12/31/2023 |
Carmichael Hill & Associates Inc. | 245 | $21 | 03/31/2024 |
AEP | 245 | $21 | 03/31/2024 |
Chelsea Counsel Co. | 260 | $21 | 12/31/2023 |
AEP | 260 | $21 | 12/31/2023 |
West Branch Capital LLC | 238 | $20 | 03/31/2024 |
AEP | 238 | $20 | 03/31/2024 |
Bruce G. Allen Investments LLC | 234 | $20 | 03/31/2024 |
AEP | 234 | $20 | 03/31/2024 |
Resurgent Financial Advisors LLC | 248 | $20 | 12/31/2023 |
AEP | 248 | $20 | 12/31/2023 |
Main Street Group LTD | 240 | $20 | 12/31/2023 |
AEP | 240 | $20 | 12/31/2023 |
Prestige Wealth Management Group LLC | 204 | $18 | 03/31/2024 |
AEP | 204 | $18 | 03/31/2024 |
DAGCO Inc. | 227 | $18 | 12/31/2023 |
AEP | 227 | $18 | 12/31/2023 |
Dynamic Wealth Strategies LLC | 227 | $18 | 12/31/2023 |
AEP | 227 | $18 | 12/31/2023 |
Rockbridge Investment Management LCC | 217 | $18 | 12/31/2023 |
AEP | 217 | $18 | 12/31/2023 |
Private Ocean LLC | 196 | $17 | 03/31/2024 |
AEP | 196 | $17 | 03/31/2024 |
Trust Co | 200 | $17 | 03/31/2024 |
AEP | 200 | $17 | 03/31/2024 |
Roble Belko & Company Inc | 200 | $17 | 03/31/2024 |
AEP | 200 | $17 | 03/31/2024 |
Wolff Wiese Magana LLC | 201 | $17 | 03/31/2024 |
AEP | 201 | $17 | 03/31/2024 |
Financial Synergies Wealth Advisors Inc. | 199 | $17 | 03/31/2024 |
AEP | 199 | $17 | 03/31/2024 |
Smartleaf Asset Management LLC | 209 | $17 | 12/31/2023 |
AEP | 209 | $17 | 12/31/2023 |
GoalVest Advisory LLC | 182 | $16 | 03/31/2024 |
AEP | 182 | $16 | 03/31/2024 |
Christopher J. Hasenberg Inc | 191 | $16 | 03/31/2024 |
AEP | 191 | $16 | 03/31/2024 |
FSA Wealth Management LLC | 200 | $16 | 12/31/2023 |
AEP | 200 | $16 | 12/31/2023 |
Founders Capital Management | 173 | $15 | 03/31/2024 |
AEP | 173 | $15 | 03/31/2024 |
GW&K Investment Management LLC | 183 | $15 | 12/31/2023 |
AEP | 183 | $15 | 12/31/2023 |
Washington Trust Advisors Inc. | 180 | $15 | 12/31/2023 |
AEP | 180 | $15 | 12/31/2023 |
Richard W. Paul & Associates LLC | 183 | $15 | 12/31/2023 |
AEP | 183 | $15 | 12/31/2023 |
Sound Income Strategies LLC | 164 | $14 | 03/31/2024 |
AEP | 164 | $14 | 03/31/2024 |
Core Alternative Capital | 178 | $14 | 12/31/2023 |
AEP | 178 | $14 | 12/31/2023 |
McClarren Financial Advisors Inc. | 173 | $14 | 12/31/2023 |
AEP | 173 | $14 | 12/31/2023 |
Bell Investment Advisors Inc | 172 | $14 | 12/31/2023 |
AEP | 172 | $14 | 12/31/2023 |
RFP Financial Group LLC | 167 | $14 | 12/31/2023 |
AEP | 167 | $14 | 12/31/2023 |
EntryPoint Capital LLC | 176 | $14 | 12/31/2023 |
AEP | 176 | $14 | 12/31/2023 |
Advantage Trust Co | 175 | $14 | 12/31/2023 |
AEP | 175 | $14 | 12/31/2023 |
Nalls Sherbakoff Group LLC | 162 | $13 | 12/31/2023 |
AEP | 162 | $13 | 12/31/2023 |
Picton Mahoney Asset Management | 140 | $12 | 12/31/2023 |
AEP | 140 | $12 | 12/31/2023 |
Scarborough Advisors LLC | 143 | $12 | 12/31/2023 |
AEP | 143 | $12 | 12/31/2023 |
Vermillion & White Wealth Management Group LLC | 150 | $12 | 12/31/2023 |
AEP | 150 | $12 | 12/31/2023 |
Baldwin Brothers Inc. MA | 129 | $11 | 03/31/2024 |
AEP | 129 | $11 | 03/31/2024 |
SJS Investment Consulting Inc. | 132 | $11 | 03/31/2024 |
AEP | 132 | $11 | 03/31/2024 |
Compass Wealth Management LLC | 125 | $11 | 03/31/2024 |
AEP | 125 | $11 | 03/31/2024 |
Evolution Advisers Inc. | 130 | $11 | 12/31/2023 |
AEP | 130 | $11 | 12/31/2023 |
Financial Management Professionals Inc. | 113 | $10 | 03/31/2024 |
AEP | 113 | $10 | 03/31/2024 |
Retirement Group LLC | 113 | $10 | 03/31/2024 |
AEP | 113 | $10 | 03/31/2024 |
Annapolis Financial Services LLC | 112 | $10 | 03/31/2024 |
AEP | 112 | $10 | 03/31/2024 |
Front Row Advisors LLC | 125 | $10 | 12/31/2023 |
AEP | 125 | $10 | 12/31/2023 |
LFA Lugano Financial Advisors SA | 129 | $10 | 12/31/2023 |
AEP | 129 | $10 | 12/31/2023 |
Hobbs Group Advisors LLC | 125 | $10 | 12/31/2023 |
AEP | 125 | $10 | 12/31/2023 |
WealthCollab LLC | 125 | $10 | 12/31/2023 |
AEP | 125 | $10 | 12/31/2023 |
Proffitt & Goodson Inc. | 109 | $9 | 03/31/2024 |
AEP | 109 | $9 | 03/31/2024 |
Hussman Strategic Advisors Inc. | 100 | $9 | 03/31/2024 |
AEP | 100 | $9 | 03/31/2024 |
nVerses Capital LLC | 100 | $9 | 03/31/2024 |
AEP | 100 | $9 | 03/31/2024 |
Farmers & Merchants Trust Co of Chambersburg PA | 91 | $8 | 03/31/2024 |
AEP | 91 | $8 | 03/31/2024 |
Estabrook Capital Management | 100 | $8 | 12/31/2023 |
AEP | 100 | $8 | 12/31/2023 |
NewSquare Capital LLC | 93 | $8 | 12/31/2023 |
AEP | 93 | $8 | 12/31/2023 |
Semmax Financial Advisors Inc. | 100 | $8 | 12/31/2023 |
AEP | 100 | $8 | 12/31/2023 |
Beaird Harris Wealth Management LLC | 102 | $8 | 12/31/2023 |
AEP | 102 | $8 | 12/31/2023 |
General Partner Inc. | 85 | $7 | 03/31/2024 |
AEP | 85 | $7 | 03/31/2024 |
New England Capital Financial Advisors LLC | 86 | $7 | 03/31/2024 |
AEP | 86 | $7 | 03/31/2024 |
Greenwood Gearhart Inc. | 84 | $7 | 12/31/2023 |
AEP | 84 | $7 | 12/31/2023 |
Lee Financial Co | 89 | $7 | 12/31/2023 |
AEP | 89 | $7 | 12/31/2023 |
Thompson Investment Management Inc. | 68 | $6 | 03/31/2024 |
AEP | 68 | $6 | 03/31/2024 |
EnRich Financial Partners LLC | 69 | $6 | 03/31/2024 |
AEP | 69 | $6 | 03/31/2024 |
Aspect Partners LLC | 74 | $6 | 12/31/2023 |
AEP | 74 | $6 | 12/31/2023 |
Kiely Wealth Advisory Group Inc. | 77 | $6 | 12/31/2023 |
AEP | 77 | $6 | 12/31/2023 |
CGC Financial Services LLC | 61 | $5 | 03/31/2024 |
AEP | 61 | $5 | 03/31/2024 |
DB Wealth Management Group LLC | 65 | $5 | 12/31/2023 |
AEP | 65 | $5 | 12/31/2023 |
Oliver Lagore Vanvalin Investment Group | 65 | $5 | 12/31/2023 |
AEP | 65 | $5 | 12/31/2023 |
Ulland Investment Advisors LLC | 50 | $4 | 03/31/2024 |
AEP | 50 | $4 | 03/31/2024 |
Private Wealth Management Group LLC | 48 | $4 | 03/31/2024 |
AEP | 48 | $4 | 03/31/2024 |
Planning Capital Management Corp | 44 | $4 | 03/31/2024 |
AEP | 44 | $4 | 03/31/2024 |
Logan Capital Management Inc. | 45 | $4 | 12/31/2023 |
AEP | 45 | $4 | 12/31/2023 |
Eagle Bay Advisors LLC | 54 | $4 | 12/31/2023 |
AEP | 54 | $4 | 12/31/2023 |
Bradley & Co. Private Wealth Management LLC | 31 | $3 | 03/31/2024 |
AEP | 31 | $3 | 03/31/2024 |
Cherry Tree Wealth Management LLC | 38 | $3 | 03/31/2024 |
AEP | 38 | $3 | 03/31/2024 |
Rakuten Securities Inc. | 37 | $3 | 03/31/2024 |
AEP | 37 | $3 | 03/31/2024 |
Clear Street Markets LLC | 42 | $3 | 12/31/2023 |
AEP | 42 | $3 | 12/31/2023 |
Institutional & Family Asset Management LLC | 40 | $3 | 12/31/2023 |
AEP | 40 | $3 | 12/31/2023 |
Dunhill Financial LLC | 33 | $3 | 12/31/2023 |
AEP | 33 | $3 | 12/31/2023 |
Hollencrest Capital Management | 24 | $2 | 03/31/2024 |
AEP | 24 | $2 | 03/31/2024 |
Northwest Capital Management Inc | 23 | $2 | 03/31/2024 |
AEP | 23 | $2 | 03/31/2024 |
Sachetta LLC | 27 | $2 | 03/31/2024 |
AEP | 27 | $2 | 03/31/2024 |
Evermay Wealth Management LLC | 19 | $2 | 12/31/2023 |
AEP | 19 | $2 | 12/31/2023 |
Avion Wealth | 26 | $2 | 12/31/2023 |
AEP | 26 | $2 | 12/31/2023 |
Pineridge Advisors LLC | 25 | $2 | 12/31/2023 |
AEP | 25 | $2 | 12/31/2023 |
MeadowBrook Investment Advisors LLC | 12 | $1 | 03/31/2024 |
AEP | 12 | $1 | 03/31/2024 |
America First Investment Advisors LLC | 6 | $1 | 03/31/2024 |
AEP | 6 | $1 | 03/31/2024 |
Tradewinds Capital Management LLC | 15 | $1 | 03/31/2024 |
AEP | 15 | $1 | 03/31/2024 |
USA Financial Portformulas Corp | 17 | $1 | 03/31/2024 |
AEP | 17 | $1 | 03/31/2024 |
Cedar Mountain Advisors LLC | 11 | $1 | 03/31/2024 |
AEP | 11 | $1 | 03/31/2024 |
Arlington Trust Co LLC | 7 | $1 | 03/31/2024 |
AEP | 7 | $1 | 03/31/2024 |
Resources Management Corp CT ADV | 81 | $1 | 12/31/2023 |
AEP | 81 | $1 | 12/31/2023 |
Kayne Anderson Rudnick Investment Management LLC | 8 | $1 | 12/31/2023 |
AEP | 8 | $1 | 12/31/2023 |
WestEnd Advisors LLC | 8 | $1 | 12/31/2023 |
AEP | 8 | $1 | 12/31/2023 |
Frank Rimerman Advisors LLC | 8 | $1 | 12/31/2023 |
AEP | 8 | $1 | 12/31/2023 |
DiNuzzo Private Wealth Inc. | 15 | $1 | 12/31/2023 |
AEP | 15 | $1 | 12/31/2023 |
Valued Wealth Advisors LLC | 2 | $0 | 03/31/2024 |
AEP | 2 | $0 | 03/31/2024 |
Interactive Financial Advisors | 5,653 | $0 | 12/31/2023 |
AEP | 5,653 | $0 | 12/31/2023 |
Riggs Asset Managment Co. Inc. | 6 | $0 | 12/31/2023 |
AEP | 6 | $0 | 12/31/2023 |
Financial Gravity Asset Management Inc. | 0 | $0 | 12/31/2023 |
AEP | 0 | $0 | 12/31/2023 |
True Wealth Design LLC | 6 | $0 | 12/31/2023 |
AEP | 6 | $0 | 12/31/2023 |
Long Island Wealth Management Inc. | 5 | $0 | 12/31/2023 |
AEP | 5 | $0 | 12/31/2023 |
Point72 Middle East FZE | $-8 | 12/31/2023 | |
Put | 6,500 | $528 | 12/31/2023 |
Call | 6,400 | $520 | 12/31/2023 |
HAP Trading LLC | $-28 | 12/31/2023 | |
Put | 12,500 | $28 | 12/31/2023 |
Two Sigma Securities LLC | $-44 | 12/31/2023 | |
Put | 35,400 | $2,875 | 12/31/2023 |
Call | 25,100 | $2,039 | 12/31/2023 |
AEP | 9,751 | $792 | 12/31/2023 |
CenterStar Asset Management LLC | $-646 | 03/31/2024 | |
Put | 7,500 | $646 | 03/31/2024 |
Allianz Asset Management GmbH | $-666 | 12/31/2023 | |
Put | 18,400 | $1,494 | 12/31/2023 |
Call | 8,900 | $723 | 12/31/2023 |
AEP | 1,293 | $105 | 12/31/2023 |
Cubist Systematic Strategies LLC | $-1,543 | 12/31/2023 | |
Put | 96,000 | $7,797 | 12/31/2023 |
Call | 77,000 | $6,254 | 12/31/2023 |
Capstone Investment Advisors LLC | $-2,128 | 03/31/2024 | |
Put | 47,300 | $4,073 | 03/31/2024 |
Call | 14,100 | $1,214 | 03/31/2024 |
AEP | 8,490 | $731 | 03/31/2024 |
D. E. Shaw & Co. Inc. | $-5,649 | 12/31/2023 | |
Put | 166,800 | $13,547 | 12/31/2023 |
AEP | 59,154 | $4,804 | 12/31/2023 |
Call | 38,100 | $3,094 | 12/31/2023 |
Oak Hill Wealth Advisors LLC | 2,870 | $-247,103 | 03/31/2024 |
Put | 2,870 | $247,103 | 03/31/2024 |
See Summary: Institutional Holders of American Electric Power
See Details: Top 10 Hedge Funds Holding American Electric Power
Also See: AEP Insider Buying
Also See: AEP Holdings Changes
Analysts Forecast: American Electric Power Price Target
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