Salesforce (CRM) 13F Filers
Our 13F filers database contains 2595 Salesforce (CRM) 13F filers, which are presented in the table below. The first column presents the 13F filer name for each of the 13F filers holding Salesforce, with the 13F filer's name hyperlinked to a page presenting that 13F filer's top holdings overall. Moving to the right, the next columns in the CRM 13F filers table present the amount of Salesforce stock held by that 13F filer followed by the size of the Salesforce position held by the 13F filer. Lastly, the date is shown for the quarterly 13F filing period used. Among the Salesforce 13F filers over the last two periods, the largest 13F position size was reported by Vanguard Group Inc..
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Vanguard Group Inc. | 83,626,413 | $22,005,454 | 12/31/2023 |
CRM | 83,626,413 | $22,005,454 | 12/31/2023 |
BlackRock Inc. | $19,178,690 | 12/31/2023 | |
CRM | 72,530,980 | $19,085,802 | 12/31/2023 |
Call | 353,000 | $92,888 | 12/31/2023 |
State Street Corp | 46,036,727 | $12,114,104 | 12/31/2023 |
CRM | 46,036,727 | $12,114,104 | 12/31/2023 |
FMR LLC | 36,229,821 | $9,533,515 | 12/31/2023 |
CRM | 36,229,821 | $9,533,515 | 12/31/2023 |
Morgan Stanley | 20,182,913 | $5,310,932 | 12/31/2023 |
CRM | 20,182,913 | $5,310,932 | 12/31/2023 |
Capital World Investors | 19,561,325 | $5,147,402 | 12/31/2023 |
CRM | 19,561,325 | $5,147,402 | 12/31/2023 |
Geode Capital Management LLC | 18,499,524 | $4,853,626 | 12/31/2023 |
CRM | 18,499,524 | $4,853,626 | 12/31/2023 |
Fisher Asset Management LLC | 14,905,462 | $3,922,223 | 12/31/2023 |
CRM | 14,905,462 | $3,922,223 | 12/31/2023 |
Capital International Investors | 13,708,615 | $3,607,493 | 12/31/2023 |
CRM | 13,708,615 | $3,607,493 | 12/31/2023 |
Price T Rowe Associates Inc. MD | 13,686,531 | $3,601,475 | 12/31/2023 |
CRM | 13,686,531 | $3,601,475 | 12/31/2023 |
JPMorgan Chase & Co. | $3,438,881 | 12/31/2023 | |
CRM | 13,224,533 | $3,479,904 | 12/31/2023 |
Put | 276,500 | $72,758 | 12/31/2023 |
Call | 120,600 | $31,735 | 12/31/2023 |
Capital Research Global Investors | 11,331,925 | $2,981,908 | 12/31/2023 |
CRM | 11,331,925 | $2,981,908 | 12/31/2023 |
Northern Trust Corp | 10,602,950 | $2,790,060 | 12/31/2023 |
CRM | 10,602,950 | $2,790,060 | 12/31/2023 |
Norges Bank | 10,497,571 | $2,762,331 | 12/31/2023 |
CRM | 10,497,571 | $2,762,331 | 12/31/2023 |
Wellington Management Group LLP | 10,483,358 | $2,758,591 | 12/31/2023 |
CRM | 10,483,358 | $2,758,591 | 12/31/2023 |
Bank of America Corp DE | $2,405,636 | 12/31/2023 | |
CRM | 8,867,738 | $2,333,456 | 12/31/2023 |
Call | 690,700 | $181,751 | 12/31/2023 |
Put | 416,400 | $109,571 | 12/31/2023 |
Jennison Associates LLC | 8,609,732 | $2,265,565 | 12/31/2023 |
CRM | 8,609,732 | $2,265,565 | 12/31/2023 |
Nuveen Asset Management LLC | 8,435,736 | $2,219,780 | 12/31/2023 |
CRM | 8,435,736 | $2,219,780 | 12/31/2023 |
Legal & General Group Plc | 8,132,924 | $2,140,102 | 12/31/2023 |
CRM | 8,132,924 | $2,140,102 | 12/31/2023 |
Bank of New York Mellon Corp | 7,047,142 | $2,122,458 | 03/31/2024 |
CRM | 7,047,142 | $2,122,458 | 03/31/2024 |
UBS Asset Management Americas Inc. | 7,722,523 | $2,032,105 | 12/31/2023 |
CRM | 7,722,523 | $2,032,105 | 12/31/2023 |
Royal Bank of Canada | $1,936,715 | 12/31/2023 | |
CRM | 7,057,517 | $1,857,115 | 12/31/2023 |
Call | 400,000 | $105,256 | 12/31/2023 |
Put | 97,500 | $25,656 | 12/31/2023 |
Polen Capital Management LLC | 7,275,372 | $1,914,441 | 12/31/2023 |
CRM | 7,275,372 | $1,914,441 | 12/31/2023 |
Loomis Sayles & Co. L P | 7,263,826 | $1,911,403 | 12/31/2023 |
CRM | 7,263,826 | $1,911,403 | 12/31/2023 |
Goldman Sachs Group Inc. | $1,663,346 | 12/31/2023 | |
CRM | 6,764,845 | $1,780,101 | 12/31/2023 |
Put | 623,800 | $164,147 | 12/31/2023 |
Call | 180,100 | $47,392 | 12/31/2023 |
Parnassus Investments CA | 5,951,415 | $1,566,055 | 12/31/2023 |
CRM | 5,951,415 | $1,566,055 | 12/31/2023 |
Amundi | 5,918,800 | $1,547,181 | 12/31/2023 |
CRM | 5,918,800 | $1,547,181 | 12/31/2023 |
Charles Schwab Investment Management Inc. | 5,397,516 | $1,420,302 | 12/31/2023 |
CRM | 5,397,516 | $1,420,302 | 12/31/2023 |
American Century Companies Inc. | 4,362,081 | $1,147,838 | 12/31/2023 |
CRM | 4,362,081 | $1,147,838 | 12/31/2023 |
Harris Associates L P | 3,927,406 | $1,033,458 | 12/31/2023 |
CRM | 3,927,406 | $1,033,458 | 12/31/2023 |
Deutsche Bank AG | 3,705,312 | $975,016 | 12/31/2023 |
CRM | 3,705,312 | $975,016 | 12/31/2023 |
T. Rowe Price Investment Management Inc. | 3,701,991 | $974,142 | 12/31/2023 |
CRM | 3,701,991 | $974,142 | 12/31/2023 |
Franklin Resources Inc. | 3,588,120 | $944,178 | 12/31/2023 |
CRM | 3,588,120 | $944,178 | 12/31/2023 |
ValueAct Holdings L.P. | 3,486,309 | $917,387 | 12/31/2023 |
CRM | 3,486,309 | $917,387 | 12/31/2023 |
Cerity Partners LLC | 3,483,670 | $916,693 | 12/31/2023 |
CRM | 3,483,670 | $916,693 | 12/31/2023 |
Invesco Ltd. | 3,477,621 | $915,101 | 12/31/2023 |
CRM | 3,477,621 | $915,101 | 12/31/2023 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 3,394,912 | $893,336 | 12/31/2023 |
CRM | 3,394,912 | $893,336 | 12/31/2023 |
Ameriprise Financial Inc. | 3,382,067 | $889,723 | 12/31/2023 |
CRM | 3,382,067 | $889,723 | 12/31/2023 |
Wells Fargo & Company MN | $869,249 | 12/31/2023 | |
CRM | 3,394,371 | $893,195 | 12/31/2023 |
Put | 92,400 | $24,314 | 12/31/2023 |
Call | 1,400 | $368 | 12/31/2023 |
Bank of Montreal Can | $855,701 | 12/31/2023 | |
CRM | 2,832,421 | $753,424 | 12/31/2023 |
Call | 525,300 | $139,730 | 12/31/2023 |
Put | 140,800 | $37,453 | 12/31/2023 |
FIL Ltd | 3,213,302 | $845,548 | 12/31/2023 |
CRM | 3,213,302 | $845,548 | 12/31/2023 |
Sumitomo Mitsui Trust Holdings Inc. | 2,734,170 | $823,477 | 03/31/2024 |
CRM | 2,734,170 | $823,477 | 03/31/2024 |
Clearbridge Investments LLC | 3,120,127 | $821,030 | 12/31/2023 |
CRM | 3,120,127 | $821,030 | 12/31/2023 |
Pictet Asset Management Holding SA | 3,112,620 | $819,055 | 12/31/2023 |
CRM | 3,112,620 | $819,055 | 12/31/2023 |
Swiss National Bank | 3,042,577 | $800,624 | 12/31/2023 |
CRM | 3,042,577 | $800,624 | 12/31/2023 |
The Manufacturers Life Insurance Company | 2,898,382 | $762,682 | 12/31/2023 |
CRM | 2,898,382 | $762,682 | 12/31/2023 |
Voya Investment Management LLC | 2,823,872 | $742,558 | 12/31/2023 |
CRM | 2,823,872 | $742,558 | 12/31/2023 |
Raymond James & Associates | $725,299 | 03/31/2024 | |
CRM | 2,408,288 | $725,328 | 03/31/2024 |
Put | 100 | $29 | 03/31/2024 |
Hsbc Holdings PLC | $708,261 | 12/31/2023 | |
CRM | 2,687,273 | $707,371 | 12/31/2023 |
Call | 59,100 | $15,556 | 12/31/2023 |
Put | 55,700 | $14,666 | 12/31/2023 |
Public Investment Fund | 2,650,225 | $697,380 | 12/31/2023 |
CRM | 2,650,225 | $697,380 | 12/31/2023 |
Arrowstreet Capital Limited Partnership | 2,599,485 | $684,028 | 12/31/2023 |
CRM | 2,599,485 | $684,028 | 12/31/2023 |
Dimensional Fund Advisors LP | 2,576,969 | $678,151 | 12/31/2023 |
CRM | 2,576,969 | $678,151 | 12/31/2023 |
Barclays PLC | $665,292 | 12/31/2023 | |
CRM | 2,844,174 | $748,417 | 12/31/2023 |
Put | 560,600 | $147,516 | 12/31/2023 |
Call | 244,700 | $64,391 | 12/31/2023 |
Lone Pine Capital LLC | 2,499,630 | $657,753 | 12/31/2023 |
CRM | 2,499,630 | $657,753 | 12/31/2023 |
Sustainable Growth Advisers LP | 2,461,543 | $647,730 | 12/31/2023 |
CRM | 2,461,543 | $647,730 | 12/31/2023 |
California Public Employees Retirement System | 2,431,933 | $639,939 | 12/31/2023 |
CRM | 2,431,933 | $639,939 | 12/31/2023 |
Winslow Capital Management LLC | 2,280,944 | $600,208 | 12/31/2023 |
CRM | 2,280,944 | $600,208 | 12/31/2023 |
Citadel Advisors LLC | $578,613 | 12/31/2023 | |
Call | 2,405,200 | $632,904 | 12/31/2023 |
Put | 1,923,700 | $506,202 | 12/31/2023 |
CRM | 1,717,379 | $451,911 | 12/31/2023 |
Massachusetts Financial Services Co. MA | 2,164,080 | $569,456 | 12/31/2023 |
CRM | 2,164,080 | $569,456 | 12/31/2023 |
BlueSpruce Investments LP | 2,152,839 | $566,498 | 12/31/2023 |
CRM | 2,152,839 | $566,498 | 12/31/2023 |
Coatue Management LLC | 2,144,062 | $564,188 | 12/31/2023 |
CRM | 2,144,062 | $564,188 | 12/31/2023 |
Independent Franchise Partners LLP | 2,116,336 | $556,893 | 12/31/2023 |
CRM | 2,116,336 | $556,893 | 12/31/2023 |
UBS Group AG | $555,705 | 12/31/2023 | |
CRM | 3,861,080 | $1,016,005 | 12/31/2023 |
Put | 2,138,475 | $562,718 | 12/31/2023 |
Call | 389,215 | $102,418 | 12/31/2023 |
Credit Suisse AG | 2,053,788 | $540,434 | 12/31/2023 |
CRM | 2,053,788 | $540,434 | 12/31/2023 |
Putnam Investments LLC | 2,046,880 | $538,616 | 12/31/2023 |
CRM | 2,046,880 | $538,616 | 12/31/2023 |
Generation Investment Management LLP | 2,021,233 | $531,867 | 12/31/2023 |
CRM | 2,021,233 | $531,867 | 12/31/2023 |
First Eagle Investment Management LLC | 1,934,410 | $509,021 | 12/31/2023 |
CRM | 1,934,410 | $509,021 | 12/31/2023 |
Farallon Capital Management LLC | 1,925,738 | $506,739 | 12/31/2023 |
CRM | 1,925,738 | $506,739 | 12/31/2023 |
Rhumbline Advisers | 1,822,533 | $479,581 | 12/31/2023 |
CRM | 1,822,533 | $479,581 | 12/31/2023 |
Schroder Investment Management Group | 1,820,940 | $479,162 | 12/31/2023 |
CRM | 1,820,940 | $479,162 | 12/31/2023 |
Neuberger Berman Group LLC | 1,806,039 | $475,241 | 12/31/2023 |
CRM | 1,806,039 | $475,241 | 12/31/2023 |
Lazard Asset Management LLC | 1,728,509 | $454,839 | 12/31/2023 |
CRM | 1,728,509 | $454,839 | 12/31/2023 |
CIBC Private Wealth Group LLC | 1,709,368 | $449,803 | 12/31/2023 |
CRM | 1,709,368 | $449,803 | 12/31/2023 |
Alliancebernstein L.P. | 1,693,028 | $445,503 | 12/31/2023 |
CRM | 1,693,028 | $445,503 | 12/31/2023 |
Grantham Mayo Van Otterloo & Co. LLC | 1,674,830 | $440,715 | 12/31/2023 |
CRM | 1,674,830 | $440,715 | 12/31/2023 |
Principal Financial Group Inc. | 1,665,132 | $438,163 | 12/31/2023 |
CRM | 1,665,132 | $438,163 | 12/31/2023 |
National Pension Service | 1,630,240 | $428,981 | 12/31/2023 |
CRM | 1,630,240 | $428,981 | 12/31/2023 |
Nordea Investment Management AB | 1,623,983 | $428,732 | 12/31/2023 |
CRM | 1,623,983 | $428,732 | 12/31/2023 |
Vulcan Value Partners LLC | 1,597,720 | $420,123 | 12/31/2023 |
CRM | 1,597,720 | $420,123 | 12/31/2023 |
Macquarie Group Ltd. | 1,584,081 | $416,836 | 12/31/2023 |
CRM | 1,584,081 | $416,836 | 12/31/2023 |
Prudential Financial Inc. | 1,585,707 | $415,291 | 12/31/2023 |
CRM | 1,585,707 | $415,291 | 12/31/2023 |
California State Teachers Retirement System | 1,553,475 | $408,781 | 12/31/2023 |
CRM | 1,553,475 | $408,781 | 12/31/2023 |
Starboard Value LP | 1,536,453 | $404,302 | 12/31/2023 |
CRM | 1,536,453 | $404,302 | 12/31/2023 |
First Trust Advisors LP | 1,486,854 | $391,251 | 12/31/2023 |
CRM | 1,486,854 | $391,251 | 12/31/2023 |
Envestnet Asset Management Inc. | 1,485,410 | $390,871 | 12/31/2023 |
CRM | 1,485,410 | $390,871 | 12/31/2023 |
Ontario Teachers Pension Plan Board | 1,477,484 | $388,785 | 12/31/2023 |
CRM | 1,477,484 | $388,785 | 12/31/2023 |
Natixis Advisors L.P. | 1,284,234 | $386,786 | 03/31/2024 |
CRM | 1,284,234 | $386,786 | 03/31/2024 |
Van ECK Associates Corp | 1,439,717 | $378,847 | 12/31/2023 |
CRM | 1,439,717 | $378,847 | 12/31/2023 |
New York State Common Retirement Fund | 1,425,746 | $375,171 | 12/31/2023 |
CRM | 1,425,746 | $375,171 | 12/31/2023 |
Citigroup Inc. | $370,211 | 12/31/2023 | |
CRM | 1,344,798 | $353,870 | 12/31/2023 |
Call | 648,900 | $170,752 | 12/31/2023 |
Put | 586,800 | $154,411 | 12/31/2023 |
DekaBank Deutsche Girozentrale | $369,703 | 03/31/2024 | |
CRM | 1,226,718 | $369,703 | 03/31/2024 |
Call | 2,500 | $0 | 03/31/2024 |
Los Angeles Capital Management & Equity Research Inc. | 1,221,738 | $367,963 | 03/31/2024 |
CRM | 1,221,738 | $367,963 | 03/31/2024 |
KBC Group NV | 1,393,375 | $366,653 | 12/31/2023 |
CRM | 1,393,375 | $366,653 | 12/31/2023 |
Stifel Financial Corp | 1,360,701 | $358,056 | 12/31/2023 |
CRM | 1,360,701 | $358,056 | 12/31/2023 |
William Blair Investment Management LLC | 1,250,490 | $329,054 | 12/31/2023 |
CRM | 1,250,490 | $329,054 | 12/31/2023 |
Canada Pension Plan Investment Board | 1,239,096 | $326,056 | 12/31/2023 |
CRM | 1,239,096 | $326,056 | 12/31/2023 |
Public Employees Retirement Association of Colorado | 1,199,924 | $315,748 | 12/31/2023 |
CRM | 1,199,924 | $315,748 | 12/31/2023 |
AXA S.A. | 1,174,097 | $308,952 | 12/31/2023 |
CRM | 1,174,097 | $308,952 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 1,019,669 | $307,104 | 03/31/2024 |
CRM | 1,019,669 | $307,104 | 03/31/2024 |
New York State Teachers Retirement System | 973,458 | $293,186 | 03/31/2024 |
CRM | 973,458 | $293,186 | 03/31/2024 |
AustralianSuper Pty Ltd | 953,315 | $288,149 | 03/31/2024 |
CRM | 953,315 | $288,149 | 03/31/2024 |
BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,093,036 | $287,621 | 12/31/2023 |
CRM | 1,093,036 | $287,621 | 12/31/2023 |
Sei Investments Co. | 1,091,228 | $287,148 | 12/31/2023 |
CRM | 1,091,228 | $287,148 | 12/31/2023 |
Adage Capital Partners GP L.L.C. | 1,080,739 | $284,386 | 12/31/2023 |
CRM | 1,080,739 | $284,386 | 12/31/2023 |
Meritage Group LP | 1,043,286 | $274,530 | 12/31/2023 |
CRM | 1,043,286 | $274,530 | 12/31/2023 |
Robeco Institutional Asset Management B.V. | 900,949 | $271,348 | 03/31/2024 |
CRM | 900,949 | $271,348 | 03/31/2024 |
Panagora Asset Management Inc. | 1,028,428 | $270,621 | 12/31/2023 |
CRM | 1,028,428 | $270,621 | 12/31/2023 |
Ensign Peak Advisors Inc | 1,024,058 | $269,471 | 12/31/2023 |
CRM | 1,024,058 | $269,471 | 12/31/2023 |
Mitsubishi UFJ Kokusai Asset Management Co. Ltd. | 1,069,968 | $269,461 | 12/31/2023 |
CRM | 1,069,968 | $269,461 | 12/31/2023 |
State Board of Administration of Florida Retirement System | 996,516 | $262,223 | 12/31/2023 |
CRM | 996,516 | $262,223 | 12/31/2023 |
Standard Life Aberdeen plc | 942,658 | $248,051 | 12/31/2023 |
CRM | 942,658 | $248,051 | 12/31/2023 |
National Bank of Canada FI | $245,286 | 12/31/2023 | |
CRM | 857,728 | $219,673 | 12/31/2023 |
Call | 1,000 | $25,613 | 12/31/2023 |
Wambolt & Associates LLC | 901,270 | $237,160 | 12/31/2023 |
CRM | 901,270 | $237,160 | 12/31/2023 |
AQR Capital Management LLC | 874,937 | $230,231 | 12/31/2023 |
CRM | 874,937 | $230,231 | 12/31/2023 |
Allianz Asset Management GmbH | $227,613 | 12/31/2023 | |
CRM | 957,485 | $251,953 | 12/31/2023 |
Put | 159,300 | $41,918 | 12/31/2023 |
Call | 66,800 | $17,578 | 12/31/2023 |
Great West Life Assurance Co. Can | 844,207 | $221,167 | 12/31/2023 |
CRM | 844,207 | $221,167 | 12/31/2023 |
Alecta Pensionsforsakring Omsesidigt | 840,000 | $221,063 | 12/31/2023 |
CRM | 840,000 | $221,063 | 12/31/2023 |
1832 Asset Management L.P. | 838,074 | $220,531 | 12/31/2023 |
CRM | 838,074 | $220,531 | 12/31/2023 |
Korea Investment CORP | 815,438 | $214,574 | 12/31/2023 |
CRM | 815,438 | $214,574 | 12/31/2023 |
APG Asset Management N.V. | 814,965 | $214,450 | 12/31/2023 |
CRM | 814,965 | $214,450 | 12/31/2023 |
Man Group plc | $212,774 | 12/31/2023 | |
CRM | 808,793 | $212,826 | 12/31/2023 |
Put | 19,500 | $5,131 | 12/31/2023 |
Call | 19,300 | $5,079 | 12/31/2023 |
Blair William & Co. IL | 807,322 | $212,439 | 12/31/2023 |
CRM | 807,322 | $212,439 | 12/31/2023 |
LPL Financial LLC | $211,421 | 12/31/2023 | |
CRM | 805,453 | $211,947 | 12/31/2023 |
Put | 2,000 | $526 | 12/31/2023 |
Dorsal Capital Management LLC | 800,000 | $210,512 | 12/31/2023 |
CRM | 800,000 | $210,512 | 12/31/2023 |
TD Asset Management Inc. | 789,525 | $207,756 | 12/31/2023 |
CRM | 789,525 | $207,756 | 12/31/2023 |
Qube Research & Technologies Ltd | $204,728 | 12/31/2023 | |
CRM | 921,621 | $242,515 | 12/31/2023 |
Put | 206,900 | $54,444 | 12/31/2023 |
Call | 63,300 | $16,657 | 12/31/2023 |
Route One Investment Company L.P. | 776,700 | $204,381 | 12/31/2023 |
CRM | 776,700 | $204,381 | 12/31/2023 |
Thrivent Financial for Lutherans | 765,958 | $201,555 | 12/31/2023 |
CRM | 765,958 | $201,555 | 12/31/2023 |
Russell Investments Group Ltd. | 758,097 | $199,699 | 12/31/2023 |
CRM | 758,097 | $199,699 | 12/31/2023 |
TCW Group Inc. | 750,989 | $197,653 | 12/31/2023 |
CRM | 750,989 | $197,653 | 12/31/2023 |
Fort Washington Investment Advisors Inc. OH | 655,123 | $197,310 | 03/31/2024 |
CRM | 655,123 | $197,310 | 03/31/2024 |
Hillhouse Capital Advisors LTD. | 747,537 | $196,707 | 12/31/2023 |
CRM | 747,537 | $196,707 | 12/31/2023 |
Flossbach Von Storch AG | 735,106 | $193,436 | 12/31/2023 |
CRM | 735,106 | $193,436 | 12/31/2023 |
Darlington Partners Capital Management LP | 724,657 | $190,686 | 12/31/2023 |
CRM | 724,657 | $190,686 | 12/31/2023 |
Bank of Nova Scotia | 712,548 | $187,492 | 12/31/2023 |
CRM | 712,548 | $187,492 | 12/31/2023 |
CI Private Wealth LLC | 700,424 | $184,309 | 12/31/2023 |
CRM | 700,424 | $184,309 | 12/31/2023 |
Vaughan Nelson Investment Management L.P. | 609,305 | $183,511 | 03/31/2024 |
CRM | 609,305 | $183,511 | 03/31/2024 |
Toronto Dominion Bank | 645,282 | $169,800 | 12/31/2023 |
CRM | 645,282 | $169,800 | 12/31/2023 |
Victory Capital Management Inc. | 636,183 | $167,405 | 12/31/2023 |
CRM | 636,183 | $167,405 | 12/31/2023 |
BNP Paribas Arbitrage SA | $165,485 | 12/31/2023 | |
CRM | 989,297 | $260,321 | 12/31/2023 |
Put | 6,028 | $158,621 | 12/31/2023 |
Call | 2,424 | $63,785 | 12/31/2023 |
Janus Henderson Group PLC | 627,455 | $165,171 | 12/31/2023 |
CRM | 627,455 | $165,171 | 12/31/2023 |
Fernbridge Capital Management LP | 617,218 | $162,415 | 12/31/2023 |
CRM | 617,218 | $162,415 | 12/31/2023 |
CI Investments Inc. | 616,128 | $162,128 | 12/31/2023 |
CRM | 616,128 | $162,128 | 12/31/2023 |
Westfield Capital Management Co. LP | 608,116 | $160,020 | 12/31/2023 |
CRM | 608,116 | $160,020 | 12/31/2023 |
Harding Loevner LP | 603,237 | $159,065 | 12/31/2023 |
CRM | 603,237 | $159,065 | 12/31/2023 |
Allspring Global Investments Holdings LLC | 523,681 | $157,722 | 03/31/2024 |
CRM | 523,681 | $157,722 | 03/31/2024 |
Epoch Investment Partners Inc. | 591,305 | $155,596 | 12/31/2023 |
CRM | 591,305 | $155,596 | 12/31/2023 |
Kensico Capital Management Corp | 589,600 | $155,147 | 12/31/2023 |
CRM | 589,600 | $155,147 | 12/31/2023 |
Mitsubishi UFJ Trust & Banking Corp | 589,537 | $155,131 | 12/31/2023 |
CRM | 589,537 | $155,131 | 12/31/2023 |
Caisse DE Depot ET Placement DU Quebec | 578,118 | $152,126 | 12/31/2023 |
CRM | 578,118 | $152,126 | 12/31/2023 |
Zurcher Kantonalbank Zurich Cantonalbank | 490,959 | $147,867 | 03/31/2024 |
CRM | 490,959 | $147,867 | 03/31/2024 |
State of New Jersey Common Pension Fund D | 553,444 | $145,633 | 12/31/2023 |
CRM | 553,444 | $145,633 | 12/31/2023 |
State of Wisconsin Investment Board | 547,674 | $144,115 | 12/31/2023 |
CRM | 547,674 | $144,115 | 12/31/2023 |
Chevy Chase Trust Holdings Inc. | 545,304 | $143,491 | 12/31/2023 |
CRM | 545,304 | $143,491 | 12/31/2023 |
Novo Holdings A S | 530,500 | $139,596 | 12/31/2023 |
CRM | 530,500 | $139,596 | 12/31/2023 |
Empower Advisory Group LLC | 529,667 | $139,377 | 12/31/2023 |
CRM | 529,667 | $139,377 | 12/31/2023 |
Nomura Asset Management Co. Ltd. | 528,503 | $139,070 | 12/31/2023 |
CRM | 528,503 | $139,070 | 12/31/2023 |
Public Sector Pension Investment Board | 522,437 | $137,474 | 12/31/2023 |
CRM | 522,437 | $137,474 | 12/31/2023 |
Mirae Asset Global Investments Co. Ltd. | 519,262 | $136,651 | 12/31/2023 |
CRM | 519,262 | $136,651 | 12/31/2023 |
Select Equity Group L.P. | 513,923 | $135,234 | 12/31/2023 |
CRM | 513,923 | $135,234 | 12/31/2023 |
Asset Management One Co. Ltd. | 506,776 | $134,585 | 12/31/2023 |
CRM | 506,776 | $134,585 | 12/31/2023 |
Rockefeller Capital Management L.P. | 506,517 | $133,285 | 12/31/2023 |
CRM | 506,517 | $133,285 | 12/31/2023 |
Newlands Management Operations LLC | 500,618 | $131,733 | 12/31/2023 |
CRM | 500,618 | $131,733 | 12/31/2023 |
Kovitz Investment Group Partners LLC | 500,491 | $131,699 | 12/31/2023 |
CRM | 500,491 | $131,699 | 12/31/2023 |
Palestra Capital Management LLC | 494,486 | $130,119 | 12/31/2023 |
CRM | 494,486 | $130,119 | 12/31/2023 |
Eminence Capital LP | 489,400 | $128,781 | 12/31/2023 |
CRM | 489,400 | $128,781 | 12/31/2023 |
Sachem Head Capital Management LP | 488,800 | $128,623 | 12/31/2023 |
CRM | 488,800 | $128,623 | 12/31/2023 |
US Bancorp DE | $128,053 | 12/31/2023 | |
CRM | 486,635 | $128,053 | 12/31/2023 |
Call | 17 | $0 | 12/31/2023 |
Susquehanna International Group LLP | $127,195 | 12/31/2023 | |
Put | 3,533,100 | $929,700 | 12/31/2023 |
Call | 3,393,200 | $892,887 | 12/31/2023 |
CRM | 623,274 | $164,008 | 12/31/2023 |
Squarepoint Ops LLC | $127,109 | 12/31/2023 | |
CRM | 297,648 | $78,323 | 12/31/2023 |
Call | 244,200 | $64,259 | 12/31/2023 |
Put | 58,800 | $15,473 | 12/31/2023 |
Public Employees Retirement System of Ohio | 481,107 | $126,598 | 12/31/2023 |
CRM | 481,107 | $126,598 | 12/31/2023 |
Zurich Insurance Group Ltd FI | 474,402 | $124,834 | 12/31/2023 |
CRM | 474,402 | $124,834 | 12/31/2023 |
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 454,853 | $124,543 | 03/31/2024 |
CRM | 454,853 | $124,543 | 03/31/2024 |
Mn Services Vermogensbeheer B.V. | 473,200 | $124,518 | 12/31/2023 |
CRM | 473,200 | $124,518 | 12/31/2023 |
Ossiam | 465,824 | $122,577 | 12/31/2023 |
CRM | 465,824 | $122,577 | 12/31/2023 |
Aviva PLC | 455,673 | $119,906 | 12/31/2023 |
CRM | 455,673 | $119,906 | 12/31/2023 |
Assenagon Asset Management S.A. | 397,556 | $119,736 | 03/31/2024 |
CRM | 397,556 | $119,736 | 03/31/2024 |
Vontobel Holding Ltd. | 454,649 | $119,636 | 12/31/2023 |
CRM | 454,649 | $119,636 | 12/31/2023 |
Treasurer of the State of North Carolina | 444,030 | $116,842 | 12/31/2023 |
CRM | 444,030 | $116,842 | 12/31/2023 |
Banque Pictet & Cie SA | 432,879 | $113,908 | 12/31/2023 |
CRM | 432,879 | $113,908 | 12/31/2023 |
State of Tennessee Treasury Department | 425,135 | $111,870 | 12/31/2023 |
CRM | 425,135 | $111,870 | 12/31/2023 |
Federated Hermes Inc. | 418,196 | $110,044 | 12/31/2023 |
CRM | 418,196 | $110,044 | 12/31/2023 |
Candriam Luxembourg S.C.A. | 417,320 | $109,819 | 12/31/2023 |
CRM | 417,320 | $109,819 | 12/31/2023 |
ING Groep NV | 414,331 | $109,027 | 12/31/2023 |
CRM | 414,331 | $109,027 | 12/31/2023 |
iA Global Asset Management Inc. | 409,390 | $107,727 | 12/31/2023 |
CRM | 409,390 | $107,727 | 12/31/2023 |
Handelsbanken Fonder AB | 407,543 | $107,241 | 12/31/2023 |
CRM | 407,543 | $107,241 | 12/31/2023 |
Truist Financial Corp | 405,563 | $106,720 | 12/31/2023 |
CRM | 405,563 | $106,720 | 12/31/2023 |
Ieq Capital LLC | 404,118 | $106,340 | 12/31/2023 |
CRM | 404,118 | $106,340 | 12/31/2023 |
Strs Ohio | 402,585 | $105,936 | 12/31/2023 |
CRM | 402,585 | $105,936 | 12/31/2023 |
HighTower Advisors LLC | $105,126 | 12/31/2023 | |
CRM | 398,871 | $105,138 | 12/31/2023 |
Put | 1,000 | $12 | 12/31/2023 |
Point72 Asset Management L.P. | 399,073 | $105,012 | 12/31/2023 |
CRM | 399,073 | $105,012 | 12/31/2023 |
Royal London Asset Management Ltd. | 396,501 | $104,335 | 12/31/2023 |
CRM | 396,501 | $104,335 | 12/31/2023 |
XN LP | 396,383 | $104,304 | 12/31/2023 |
CRM | 396,383 | $104,304 | 12/31/2023 |
Degroof Petercam Asset Management | 393,540 | $103,556 | 12/31/2023 |
CRM | 393,540 | $103,556 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 391,204 | $102,941 | 12/31/2023 |
CRM | 391,204 | $102,941 | 12/31/2023 |
Bank Julius Baer & Co. Ltd Zurich | 379,235 | $99,792 | 12/31/2023 |
CRM | 379,235 | $99,792 | 12/31/2023 |
Tairen Capital Ltd | 371,494 | $97,755 | 12/31/2023 |
CRM | 371,494 | $97,755 | 12/31/2023 |
Riverbridge Partners LLC | 323,937 | $97,563 | 03/31/2024 |
CRM | 323,937 | $97,563 | 03/31/2024 |
Maverick Capital Ltd. | 370,276 | $97,434 | 12/31/2023 |
CRM | 370,276 | $97,434 | 12/31/2023 |
Tredje AP fonden | 361,612 | $95,155 | 12/31/2023 |
CRM | 361,612 | $95,155 | 12/31/2023 |
Soma Equity Partners LP | 359,812 | $94,680 | 12/31/2023 |
CRM | 359,812 | $94,680 | 12/31/2023 |
Candlestick Capital Management LP | 359,741 | $94,662 | 12/31/2023 |
CRM | 359,741 | $94,662 | 12/31/2023 |
Congress Asset Management Co. MA | 308,340 | $92,866 | 03/31/2024 |
CRM | 308,340 | $92,866 | 03/31/2024 |
AMF Pensionsforsakring AB | 302,981 | $91,270 | 03/31/2024 |
CRM | 302,981 | $91,270 | 03/31/2024 |
Skandinaviska Enskilda Banken AB publ | 342,212 | $90,050 | 12/31/2023 |
CRM | 342,212 | $90,050 | 12/31/2023 |
Norden Group LLC | 297,110 | $89,484 | 03/31/2024 |
CRM | 297,110 | $89,484 | 03/31/2024 |
Nellore Capital Management LLC | 338,439 | $89,057 | 12/31/2023 |
CRM | 338,439 | $89,057 | 12/31/2023 |
Marshall Wace LLP | $88,416 | 12/31/2023 | |
CRM | 398,704 | $104,915 | 12/31/2023 |
Put | 112,600 | $29,630 | 12/31/2023 |
Call | 49,900 | $13,131 | 12/31/2023 |
Rafferty Asset Management LLC | 334,986 | $88,148 | 12/31/2023 |
CRM | 334,986 | $88,148 | 12/31/2023 |
Kodai Capital Management LP | 333,082 | $87,647 | 12/31/2023 |
CRM | 333,082 | $87,647 | 12/31/2023 |
Milestone Resources Group Ltd | 324,518 | $85,394 | 12/31/2023 |
CRM | 324,518 | $85,394 | 12/31/2023 |
Alua Capital Management LP | 321,955 | $84,719 | 12/31/2023 |
CRM | 321,955 | $84,719 | 12/31/2023 |
ProShare Advisors LLC | 318,215 | $83,735 | 12/31/2023 |
CRM | 318,215 | $83,735 | 12/31/2023 |
Advisor Group Holdings Inc. | 315,310 | $82,971 | 12/31/2023 |
CRM | 315,310 | $82,971 | 12/31/2023 |
Renaissance Technologies LLC | 309,428 | $81,423 | 12/31/2023 |
CRM | 309,428 | $81,423 | 12/31/2023 |
Primecap Management Co. CA | 308,900 | $81,284 | 12/31/2023 |
CRM | 308,900 | $81,284 | 12/31/2023 |
Employees Retirement System of Texas | 305,000 | $80,258 | 12/31/2023 |
CRM | 305,000 | $80,258 | 12/31/2023 |
State of Michigan Retirement System | 265,243 | $79,886 | 03/31/2024 |
CRM | 265,243 | $79,886 | 03/31/2024 |
Mar Vista Investment Partners LLC | 301,241 | $79,269 | 12/31/2023 |
CRM | 301,241 | $79,269 | 12/31/2023 |
Westwood Holdings Group Inc. | 300,961 | $79,195 | 12/31/2023 |
CRM | 300,961 | $79,195 | 12/31/2023 |
Commonwealth Equity Services LLC | 294,359 | $77,458 | 12/31/2023 |
CRM | 294,359 | $77,458 | 12/31/2023 |
Moore Capital Management LP | 294,030 | $77,371 | 12/31/2023 |
CRM | 294,030 | $77,371 | 12/31/2023 |
HMI Capital LLC | 293,200 | $77,153 | 12/31/2023 |
CRM | 293,200 | $77,153 | 12/31/2023 |
Kinetic Partners Management LP | 291,800 | $76,784 | 12/31/2023 |
CRM | 291,800 | $76,784 | 12/31/2023 |
American International Group Inc. | 291,779 | $76,779 | 12/31/2023 |
CRM | 291,779 | $76,779 | 12/31/2023 |
Junto Capital Management LP | 291,719 | $76,763 | 12/31/2023 |
CRM | 291,719 | $76,763 | 12/31/2023 |
Sumitomo Mitsui DS Asset Management Company Ltd | 290,603 | $76,469 | 12/31/2023 |
CRM | 290,603 | $76,469 | 12/31/2023 |
Fifth Third Bancorp | 250,968 | $75,587 | 03/31/2024 |
CRM | 250,968 | $75,587 | 03/31/2024 |
Morningstar Investment Services LLC | 281,970 | $74,886 | 12/31/2023 |
CRM | 281,970 | $74,886 | 12/31/2023 |
UniSuper Management Pty Ltd | 284,414 | $74,841 | 12/31/2023 |
CRM | 284,414 | $74,841 | 12/31/2023 |
Arizona State Retirement System | 283,538 | $74,610 | 12/31/2023 |
CRM | 283,538 | $74,610 | 12/31/2023 |
Calamos Advisors LLC | 282,483 | $74,333 | 12/31/2023 |
CRM | 282,483 | $74,333 | 12/31/2023 |
Compagnie Lombard Odier SCmA | $74,325 | 12/31/2023 | |
CRM | 282,454 | $74,325 | 12/31/2023 |
Put | 0 | $0 | 12/31/2023 |
Call | 0 | $0 | 12/31/2023 |
Connor Clark & Lunn Investment Management Ltd. | 281,761 | $74,143 | 12/31/2023 |
CRM | 281,761 | $74,143 | 12/31/2023 |
AMI Asset Management Corp | 244,061 | $73,506 | 03/31/2024 |
CRM | 244,061 | $73,506 | 03/31/2024 |
Mairs & Power Inc. | 279,155 | $73,457 | 12/31/2023 |
CRM | 279,155 | $73,457 | 12/31/2023 |
Pinebridge Investments L.P. | 275,761 | $72,565 | 12/31/2023 |
CRM | 275,761 | $72,565 | 12/31/2023 |
Polar Capital Holdings Plc | 274,413 | $72,209 | 12/31/2023 |
CRM | 274,413 | $72,209 | 12/31/2023 |
APG Asset Management US Inc. | 272,274 | $71,646 | 12/31/2023 |
CRM | 272,274 | $71,646 | 12/31/2023 |
Baird Financial Group Inc. | 271,128 | $71,345 | 12/31/2023 |
CRM | 271,128 | $71,345 | 12/31/2023 |
Chicago Capital LLC | 235,778 | $71,012 | 03/31/2024 |
CRM | 235,778 | $71,012 | 03/31/2024 |
Nicholas Company Inc. | 267,250 | $70,324 | 12/31/2023 |
CRM | 267,250 | $70,324 | 12/31/2023 |
Carmignac Gestion | 267,004 | $70,263 | 12/31/2023 |
CRM | 267,004 | $70,263 | 12/31/2023 |
MetLife Investment Management LLC | 265,107 | $69,760 | 12/31/2023 |
CRM | 265,107 | $69,760 | 12/31/2023 |
Natixis | $68,972 | 12/31/2023 | |
Call | 150,000 | $39,471 | 12/31/2023 |
CRM | 112,111 | $29,501 | 12/31/2023 |
OFI Invest Asset Management | 250,198 | $65,837 | 12/31/2023 |
CRM | 250,198 | $65,837 | 12/31/2023 |
Bristol John W & Co. Inc. NY | 249,280 | $65,596 | 12/31/2023 |
CRM | 249,280 | $65,596 | 12/31/2023 |
Kempen Capital Management N.V. | 248,609 | $65,419 | 12/31/2023 |
CRM | 248,609 | $65,419 | 12/31/2023 |
Crestwood Advisors Group LLC | 247,009 | $64,998 | 12/31/2023 |
CRM | 247,009 | $64,998 | 12/31/2023 |
Teachers Retirement System of The State of Kentucky | 245,308 | $64,550 | 12/31/2023 |
CRM | 245,308 | $64,550 | 12/31/2023 |
Oversea Chinese Banking CORP Ltd | 245,034 | $64,482 | 12/31/2023 |
CRM | 245,034 | $64,482 | 12/31/2023 |
King Luther Capital Management Corp | 244,471 | $64,330 | 12/31/2023 |
CRM | 244,471 | $64,330 | 12/31/2023 |
Teacher Retirement System of Texas | 243,724 | $64,134 | 12/31/2023 |
CRM | 243,724 | $64,134 | 12/31/2023 |
Bartlett & Co. LLC | 240,163 | $63,786 | 12/31/2023 |
CRM | 240,163 | $63,786 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 240,163 | $63,782 | 12/31/2023 |
CRM | 240,163 | $63,782 | 12/31/2023 |
Jericho Capital Asset Management L.P. | 239,000 | $62,890 | 12/31/2023 |
CRM | 239,000 | $62,890 | 12/31/2023 |
Mackenzie Financial Corp | 238,056 | $62,642 | 12/31/2023 |
CRM | 238,056 | $62,642 | 12/31/2023 |
Nan Shan Life Insurance Co. Ltd. | 237,590 | $62,519 | 12/31/2023 |
CRM | 237,590 | $62,519 | 12/31/2023 |
DNB Asset Management AS | 206,917 | $62,319 | 03/31/2024 |
CRM | 206,917 | $62,319 | 03/31/2024 |
Banco Bilbao Vizcaya Argentaria S.A. | 236,206 | $62,176 | 12/31/2023 |
CRM | 236,206 | $62,176 | 12/31/2023 |
Amalgamated Bank | 206,399 | $62,163 | 03/31/2024 |
CRM | 206,399 | $62,163 | 03/31/2024 |
Comerica Bank | 233,052 | $61,325 | 12/31/2023 |
CRM | 233,052 | $61,325 | 12/31/2023 |
IFM Investors Pty Ltd | 198,209 | $59,697 | 03/31/2024 |
CRM | 198,209 | $59,697 | 03/31/2024 |
Impax Asset Management Group plc | 223,846 | $58,903 | 12/31/2023 |
CRM | 223,846 | $58,903 | 12/31/2023 |
Creative Planning | $58,715 | 12/31/2023 | |
CRM | 201,569 | $53,041 | 12/31/2023 |
Call | 70,100 | $5,674 | 12/31/2023 |
La Banque Postale Asset Management SA | 221,753 | $58,352 | 12/31/2023 |
CRM | 221,753 | $58,352 | 12/31/2023 |
Locust Wood Capital Advisers LLC | 220,945 | $58,139 | 12/31/2023 |
CRM | 220,945 | $58,139 | 12/31/2023 |
Caxton Associates LP | 220,000 | $57,891 | 12/31/2023 |
CRM | 220,000 | $57,891 | 12/31/2023 |
Forsta AP Fonden | 217,647 | $57,272 | 12/31/2023 |
CRM | 217,647 | $57,272 | 12/31/2023 |
Banco Santander S.A. | 215,296 | $56,653 | 12/31/2023 |
CRM | 215,296 | $56,653 | 12/31/2023 |
Gateway Investment Advisers LLC | 187,486 | $56,467 | 03/31/2024 |
CRM | 187,486 | $56,467 | 03/31/2024 |
Retirement Systems of Alabama | 214,440 | $56,428 | 12/31/2023 |
CRM | 214,440 | $56,428 | 12/31/2023 |
Petrus Trust Company LTA | 214,300 | $56,391 | 12/31/2023 |
CRM | 214,300 | $56,391 | 12/31/2023 |
CIBC Asset Management Inc | 213,997 | $56,311 | 12/31/2023 |
CRM | 213,997 | $56,311 | 12/31/2023 |
Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 213,074 | $56,068 | 12/31/2023 |
CRM | 213,074 | $56,068 | 12/31/2023 |
Motley Fool Wealth Management LLC | 212,006 | $55,539 | 12/31/2023 |
CRM | 212,006 | $55,539 | 12/31/2023 |
Capital International Inc. | 209,308 | $55,077 | 12/31/2023 |
CRM | 209,308 | $55,077 | 12/31/2023 |
Crosslink Capital Inc. | 208,345 | $54,824 | 12/31/2023 |
CRM | 208,345 | $54,824 | 12/31/2023 |
Janney Montgomery Scott LLC | 207,887 | $54,704 | 12/31/2023 |
CRM | 207,887 | $54,704 | 12/31/2023 |
Capital Group Private Client Services Inc. | 207,581 | $54,623 | 12/31/2023 |
CRM | 207,581 | $54,623 | 12/31/2023 |
Windward Capital Management Co. CA | 205,673 | $54,121 | 12/31/2023 |
CRM | 205,673 | $54,121 | 12/31/2023 |
Pictet & Cie Europe SA | 204,712 | $53,868 | 12/31/2023 |
CRM | 204,712 | $53,868 | 12/31/2023 |
The PNC Financial Services Group Inc. | 201,936 | $53,137 | 12/31/2023 |
CRM | 201,936 | $53,137 | 12/31/2023 |
Nisa Investment Advisors LLC | 201,576 | $53,043 | 12/31/2023 |
CRM | 201,576 | $53,043 | 12/31/2023 |
Texas Permanent School Fund | 200,911 | $52,868 | 12/31/2023 |
CRM | 200,911 | $52,868 | 12/31/2023 |
Schonfeld Strategic Advisors LLC | 198,677 | $52,280 | 12/31/2023 |
CRM | 198,677 | $52,280 | 12/31/2023 |
Summitry LLC | 198,367 | $52,198 | 12/31/2023 |
CRM | 198,367 | $52,198 | 12/31/2023 |
Oppenheimer Asset Management Inc. | 196,782 | $51,781 | 12/31/2023 |
CRM | 196,782 | $51,781 | 12/31/2023 |
Valiant Capital Management L.P. | 196,536 | $51,716 | 12/31/2023 |
CRM | 196,536 | $51,716 | 12/31/2023 |
Daymark Wealth Partners LLC | 171,228 | $51,570 | 03/31/2024 |
CRM | 171,228 | $51,570 | 03/31/2024 |
Xponance Inc. | 195,605 | $51,471 | 12/31/2023 |
CRM | 195,605 | $51,471 | 12/31/2023 |
Czech National Bank | 170,320 | $51,297 | 03/31/2024 |
CRM | 170,320 | $51,297 | 03/31/2024 |
Mogy Joel R Investment Counsel Inc. | 194,795 | $51,258 | 12/31/2023 |
CRM | 194,795 | $51,258 | 12/31/2023 |
Mariner LLC | 194,693 | $51,232 | 12/31/2023 |
CRM | 194,693 | $51,232 | 12/31/2023 |
Signature Estate & Investment Advisors LLC | 194,134 | $51,084 | 12/31/2023 |
CRM | 194,134 | $51,084 | 12/31/2023 |
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 190,972 | $50,252 | 12/31/2023 |
CRM | 190,972 | $50,252 | 12/31/2023 |
Scotia Capital Inc. | 190,289 | $50,070 | 12/31/2023 |
CRM | 190,289 | $50,070 | 12/31/2023 |
Group One Trading L.P. | $49,941 | 12/31/2023 | |
Call | 215,700 | $56,759 | 12/31/2023 |
Put | 42,700 | $11,236 | 12/31/2023 |
CRM | 16,788 | $4,418 | 12/31/2023 |
Oribel Capital Management LP | 189,200 | $49,786 | 12/31/2023 |
CRM | 189,200 | $49,786 | 12/31/2023 |
Huntington National Bank | 187,537 | $49,349 | 12/31/2023 |
CRM | 187,537 | $49,349 | 12/31/2023 |
RV Capital GmbH | 186,849 | $49,167 | 12/31/2023 |
CRM | 186,849 | $49,167 | 12/31/2023 |
Manning & Napier Group LLC | 162,616 | $48,976 | 03/31/2024 |
CRM | 162,616 | $48,976 | 03/31/2024 |
Cibc World Markets Corp | 184,704 | $48,603 | 12/31/2023 |
CRM | 184,704 | $48,603 | 12/31/2023 |
Hyperion Asset Management Ltd | 184,585 | $48,572 | 12/31/2023 |
CRM | 184,585 | $48,572 | 12/31/2023 |
Brown Advisory Inc. | 160,257 | $48,266 | 03/31/2024 |
CRM | 160,257 | $48,266 | 03/31/2024 |
RMB Capital Management LLC | 180,775 | $47,569 | 12/31/2023 |
CRM | 180,775 | $47,569 | 12/31/2023 |
Magellan Asset Management Ltd | 179,721 | $47,292 | 12/31/2023 |
CRM | 179,721 | $47,292 | 12/31/2023 |
Financial Counselors Inc. | 179,047 | $47,114 | 12/31/2023 |
CRM | 179,047 | $47,114 | 12/31/2023 |
Townsquare Capital LLC | 178,155 | $46,880 | 12/31/2023 |
CRM | 178,155 | $46,880 | 12/31/2023 |
Lannebo Fonder AB | 175,900 | $46,704 | 12/31/2023 |
CRM | 175,900 | $46,704 | 12/31/2023 |
Obermeyer Wood Investment Counsel Lllp | 175,375 | $46,148 | 12/31/2023 |
CRM | 175,375 | $46,148 | 12/31/2023 |
Fjarde AP Fonden Fourth Swedish National Pension Fund | 152,455 | $45,916 | 03/31/2024 |
CRM | 152,455 | $45,916 | 03/31/2024 |
Woodline Partners LP | 172,225 | $45,319 | 12/31/2023 |
CRM | 172,225 | $45,319 | 12/31/2023 |
TenCore Partners LP | 171,214 | $45,053 | 12/31/2023 |
CRM | 171,214 | $45,053 | 12/31/2023 |
M&T Bank Corp | 170,474 | $44,858 | 12/31/2023 |
CRM | 170,474 | $44,858 | 12/31/2023 |
AE Wealth Management LLC | 159,519 | $44,656 | 12/31/2023 |
CRM | 159,519 | $44,656 | 12/31/2023 |
Connectus Wealth LLC | 168,706 | $44,395 | 12/31/2023 |
CRM | 168,706 | $44,395 | 12/31/2023 |
Tudor Investment Corp Et Al | $44,287 | 12/31/2023 | |
CRM | 164,002 | $43,155 | 12/31/2023 |
Call | 9,200 | $2,421 | 12/31/2023 |
Put | 4,900 | $1,289 | 12/31/2023 |
Natixis Investment Managers International | 167,235 | $44,006 | 12/31/2023 |
CRM | 167,235 | $44,006 | 12/31/2023 |
CIBC World Markets Inc. | 166,885 | $43,914 | 12/31/2023 |
CRM | 166,885 | $43,914 | 12/31/2023 |
Daiwa Securities Group Inc. | 166,765 | $43,883 | 12/31/2023 |
CRM | 166,765 | $43,883 | 12/31/2023 |
Heritage Investors Management Corp | 165,979 | $43,676 | 12/31/2023 |
CRM | 165,979 | $43,676 | 12/31/2023 |
Atalanta Sosnoff Capital LLC | 165,494 | $43,548 | 12/31/2023 |
CRM | 165,494 | $43,548 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 144,179 | $43,424 | 03/31/2024 |
CRM | 144,179 | $43,424 | 03/31/2024 |
Utah Retirement Systems | 164,232 | $43,216 | 12/31/2023 |
CRM | 164,232 | $43,216 | 12/31/2023 |
Balyasny Asset Management LLC | $42,550 | 12/31/2023 | |
CRM | 221,196 | $58,206 | 12/31/2023 |
Put | 161,900 | $42,602 | 12/31/2023 |
Call | 102,400 | $26,946 | 12/31/2023 |
Capitolis Liquid Global Markets LLC | 160,000 | $42,102 | 12/31/2023 |
CRM | 160,000 | $42,102 | 12/31/2023 |
WestEnd Advisors LLC | 159,453 | $41,958 | 12/31/2023 |
CRM | 159,453 | $41,958 | 12/31/2023 |
Regions Financial Corp | 138,205 | $41,625 | 03/31/2024 |
CRM | 138,205 | $41,625 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 137,928 | $41,541 | 03/31/2024 |
CRM | 137,928 | $41,541 | 03/31/2024 |
Guinness Asset Management LTD | 137,639 | $41,455 | 03/31/2024 |
CRM | 137,639 | $41,455 | 03/31/2024 |
Adams Diversified Equity Fund Inc. | 135,700 | $40,870 | 03/31/2024 |
CRM | 135,700 | $40,870 | 03/31/2024 |
ExodusPoint Capital Management LP | 153,182 | $40,308 | 12/31/2023 |
CRM | 153,182 | $40,308 | 12/31/2023 |
New York Life Investment Management LLC | 152,347 | $40,089 | 12/31/2023 |
CRM | 152,347 | $40,089 | 12/31/2023 |
Yousif Capital Management LLC | 132,237 | $39,827 | 03/31/2024 |
CRM | 132,237 | $39,827 | 03/31/2024 |
Becker Capital Management Inc. | 150,219 | $39,529 | 12/31/2023 |
CRM | 150,219 | $39,529 | 12/31/2023 |
Pinnacle Financial Partners Inc. | 149,156 | $39,249 | 12/31/2023 |
CRM | 149,156 | $39,249 | 12/31/2023 |
B. Metzler seel. Sohn & Co. AG | 149,041 | $39,217 | 12/31/2023 |
CRM | 149,041 | $39,217 | 12/31/2023 |
Long Path Partners LP | 148,631 | $39,111 | 12/31/2023 |
CRM | 148,631 | $39,111 | 12/31/2023 |
Martingale Asset Management L P | 147,466 | $38,804 | 12/31/2023 |
CRM | 147,466 | $38,804 | 12/31/2023 |
USS Investment Management Ltd | 146,504 | $38,565 | 12/31/2023 |
CRM | 146,504 | $38,565 | 12/31/2023 |
Franklin Street Advisors Inc. NC | 127,823 | $38,498 | 03/31/2024 |
CRM | 127,823 | $38,498 | 03/31/2024 |
Tower Research Capital LLC TRC | 142,504 | $37,499 | 12/31/2023 |
CRM | 142,504 | $37,499 | 12/31/2023 |
Quadrature Capital Ltd | 141,071 | $37,128 | 12/31/2023 |
CRM | 141,071 | $37,128 | 12/31/2023 |
Quilter Plc | 138,919 | $36,815 | 12/31/2023 |
CRM | 138,919 | $36,815 | 12/31/2023 |
Guggenheim Capital LLC | 139,862 | $36,803 | 12/31/2023 |
CRM | 139,862 | $36,803 | 12/31/2023 |
Aureus Asset Management LLC | 137,971 | $36,306 | 12/31/2023 |
CRM | 137,971 | $36,306 | 12/31/2023 |
Hudson Bay Capital Management LP | $35,787 | 12/31/2023 | |
CRM | 486,000 | $127,886 | 12/31/2023 |
Put | 350,000 | $92,099 | 12/31/2023 |
Hollencrest Capital Management | 134,691 | $35,443 | 12/31/2023 |
CRM | 134,691 | $35,443 | 12/31/2023 |
J. Stern & Co. LLP | 122,592 | $34,459 | 12/31/2023 |
CRM | 122,592 | $34,459 | 12/31/2023 |
Howard Capital Management Group LLC | 113,820 | $34,280 | 03/31/2024 |
CRM | 113,820 | $34,280 | 03/31/2024 |
Mutual of America Capital Management LLC | 130,219 | $34,266 | 12/31/2023 |
CRM | 130,219 | $34,266 | 12/31/2023 |
Renaissance Group LLC | 113,719 | $34,250 | 03/31/2024 |
CRM | 113,719 | $34,250 | 03/31/2024 |
PEAK6 Investments LLC | $33,946 | 12/31/2023 | |
Call | 282,500 | $74,337 | 12/31/2023 |
Put | 153,500 | $40,392 | 12/31/2023 |
CRM | 2 | $1 | 12/31/2023 |
Nomura Holdings Inc. | $33,884 | 12/31/2023 | |
Call | 109,000 | $28,682 | 12/31/2023 |
CRM | 42,069 | $11,070 | 12/31/2023 |
Put | 22,300 | $5,868 | 12/31/2023 |
Davidson Kempner Capital Management LP | 128,669 | $33,858 | 12/31/2023 |
CRM | 128,669 | $33,858 | 12/31/2023 |
Badgley Phelps Wealth Managers LLC | 128,306 | $33,762 | 12/31/2023 |
CRM | 128,306 | $33,762 | 12/31/2023 |
Sequoia Financial Advisors LLC | 125,566 | $33,042 | 12/31/2023 |
CRM | 125,566 | $33,042 | 12/31/2023 |
Weitz Investment Management Inc. | 125,000 | $32,892 | 12/31/2023 |
CRM | 125,000 | $32,892 | 12/31/2023 |
Allen Investment Management LLC | 123,694 | $32,549 | 12/31/2023 |
CRM | 123,694 | $32,549 | 12/31/2023 |
Cetera Advisor Networks LLC | 123,290 | $32,443 | 12/31/2023 |
CRM | 123,290 | $32,443 | 12/31/2023 |
MML Investors Services LLC | 122,411 | $32,211 | 12/31/2023 |
CRM | 122,411 | $32,211 | 12/31/2023 |
United Capital Financial Advisers LLC | 121,960 | $32,093 | 12/31/2023 |
CRM | 121,960 | $32,093 | 12/31/2023 |
Sanibel Captiva Trust Company Inc. | 120,689 | $31,758 | 12/31/2023 |
CRM | 120,689 | $31,758 | 12/31/2023 |
State of Alaska Department of Revenue | 105,045 | $31,637 | 03/31/2024 |
CRM | 105,045 | $31,637 | 03/31/2024 |
Avala Global LP | 119,200 | $31,366 | 12/31/2023 |
CRM | 119,200 | $31,366 | 12/31/2023 |
Silvant Capital Management LLC | 117,662 | $30,962 | 12/31/2023 |
CRM | 117,662 | $30,962 | 12/31/2023 |
Tocqueville Asset Management L.P. | 116,581 | $30,677 | 12/31/2023 |
CRM | 116,581 | $30,677 | 12/31/2023 |
Immersion Capital LLP | 115,764 | $30,462 | 12/31/2023 |
CRM | 115,764 | $30,462 | 12/31/2023 |
Capital International Sarl | 115,498 | $30,392 | 12/31/2023 |
CRM | 115,498 | $30,392 | 12/31/2023 |
Factory Mutual Insurance Co. | 100,800 | $30,359 | 03/31/2024 |
CRM | 100,800 | $30,359 | 03/31/2024 |
Glenmede Trust Co. NA | 114,978 | $30,255 | 12/31/2023 |
CRM | 114,978 | $30,255 | 12/31/2023 |
Governors Lane LP | 114,803 | $30,209 | 12/31/2023 |
CRM | 114,803 | $30,209 | 12/31/2023 |
Wealthfront Advisers LLC | 98,322 | $29,613 | 03/31/2024 |
CRM | 98,322 | $29,613 | 03/31/2024 |
Thomasville National Bank | 98,280 | $29,600 | 03/31/2024 |
CRM | 98,280 | $29,600 | 03/31/2024 |
Cresset Asset Management LLC | 112,356 | $29,565 | 12/31/2023 |
CRM | 112,356 | $29,565 | 12/31/2023 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 112,007 | $29,474 | 12/31/2023 |
CRM | 112,007 | $29,474 | 12/31/2023 |
EULAV Asset Management | 111,908 | $29,447 | 12/31/2023 |
CRM | 111,908 | $29,447 | 12/31/2023 |
Nissay Asset Management Corp Japan ADV | 111,050 | $29,222 | 12/31/2023 |
CRM | 111,050 | $29,222 | 12/31/2023 |
Wesbanco Bank Inc. | 96,292 | $29,001 | 03/31/2024 |
CRM | 96,292 | $29,001 | 03/31/2024 |
Insight Holdings Group LLC | 109,200 | $28,735 | 12/31/2023 |
CRM | 109,200 | $28,735 | 12/31/2023 |
Baader Bank INC | 108,474 | $28,530 | 12/31/2023 |
CRM | 108,474 | $28,530 | 12/31/2023 |
Financial Gravity Asset Management Inc. | 107,299 | $28,235 | 12/31/2023 |
CRM | 107,299 | $28,235 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 106,225 | $27,952 | 12/31/2023 |
CRM | 106,225 | $27,952 | 12/31/2023 |
Pathstone Holdings LLC | 105,807 | $27,819 | 12/31/2023 |
CRM | 105,807 | $27,819 | 12/31/2023 |
GTS Securities LLC | $27,674 | 12/31/2023 | |
Put | 574,600 | $151,200 | 12/31/2023 |
Call | 469,900 | $123,649 | 12/31/2023 |
CRM | 209,868 | $55,225 | 12/31/2023 |
Dana Investment Advisors Inc. | 104,990 | $27,627 | 12/31/2023 |
CRM | 104,990 | $27,627 | 12/31/2023 |
Mesirow Financial Investment Management Inc. | 91,499 | $27,558 | 03/31/2024 |
CRM | 91,499 | $27,558 | 03/31/2024 |
Steel Peak Wealth Management LLC | 91,171 | $27,495 | 03/31/2024 |
CRM | 91,171 | $27,495 | 03/31/2024 |
Commerzbank Aktiengesellschaft FI | 104,210 | $27,422 | 12/31/2023 |
CRM | 104,210 | $27,422 | 12/31/2023 |
Credit Agricole S A | $27,279 | 12/31/2023 | |
CRM | 108,668 | $28,595 | 12/31/2023 |
Put | 40,000 | $10,526 | 12/31/2023 |
Call | 35,000 | $9,210 | 12/31/2023 |
Whittier Trust Co. | 103,572 | $27,252 | 12/31/2023 |
CRM | 103,572 | $27,252 | 12/31/2023 |
Lateef Investment Management L.P. | 90,225 | $27,174 | 03/31/2024 |
CRM | 90,225 | $27,174 | 03/31/2024 |
Cetera Advisors LLC | 103,100 | $27,130 | 12/31/2023 |
CRM | 103,100 | $27,130 | 12/31/2023 |
TCTC Holdings LLC | 102,454 | $26,960 | 12/31/2023 |
CRM | 102,454 | $26,960 | 12/31/2023 |
UMB Bank N A MO | 89,361 | $26,914 | 03/31/2024 |
CRM | 89,361 | $26,914 | 03/31/2024 |
Greenleaf Trust | 102,165 | $26,884 | 12/31/2023 |
CRM | 102,165 | $26,884 | 12/31/2023 |
Main Street Research LLC | 101,820 | $26,793 | 12/31/2023 |
CRM | 101,820 | $26,793 | 12/31/2023 |
Annex Advisory Services LLC | 88,207 | $26,566 | 03/31/2024 |
CRM | 88,207 | $26,566 | 03/31/2024 |
Davidson Investment Advisors | 100,638 | $26,482 | 12/31/2023 |
CRM | 100,638 | $26,482 | 12/31/2023 |
Capital International Ltd. | 100,456 | $26,434 | 12/31/2023 |
CRM | 100,456 | $26,434 | 12/31/2023 |
NS Partners Ltd | 100,328 | $26,400 | 12/31/2023 |
CRM | 100,328 | $26,400 | 12/31/2023 |
MayTech Global Investments LLC | 99,755 | $26,249 | 12/31/2023 |
CRM | 99,755 | $26,249 | 12/31/2023 |
Tokio Marine Asset Management Co. Ltd. | 98,292 | $25,865 | 12/31/2023 |
CRM | 98,292 | $25,865 | 12/31/2023 |
NorthCrest Asset Manangement LLC | 85,850 | $25,856 | 03/31/2024 |
CRM | 85,850 | $25,856 | 03/31/2024 |
Gulf International Bank UK Ltd | 85,793 | $25,839 | 03/31/2024 |
CRM | 85,793 | $25,839 | 03/31/2024 |
Orion Portfolio Solutions LLC | 97,920 | $25,545 | 12/31/2023 |
CRM | 97,920 | $25,545 | 12/31/2023 |
Kestra Advisory Services LLC | 96,078 | $25,282 | 12/31/2023 |
CRM | 96,078 | $25,282 | 12/31/2023 |
ClariVest Asset Management LLC | 95,805 | $25,210 | 12/31/2023 |
CRM | 95,805 | $25,210 | 12/31/2023 |
Atria Investments LLC | 95,149 | $25,038 | 12/31/2023 |
CRM | 95,149 | $25,038 | 12/31/2023 |
Chilton Capital Management LLC | 93,860 | $24,698 | 12/31/2023 |
CRM | 93,860 | $24,698 | 12/31/2023 |
Pinnbrook Capital Management LP | $24,611 | 12/31/2023 | |
CRM | 58,528 | $15,401 | 12/31/2023 |
Call | 35,000 | $9,210 | 12/31/2023 |
Abner Herrman & Brock LLC | 81,176 | $24,449 | 03/31/2024 |
CRM | 81,176 | $24,449 | 03/31/2024 |
Toroso Investments LLC | 92,725 | $24,400 | 12/31/2023 |
CRM | 92,725 | $24,400 | 12/31/2023 |
RDST Capital LLC | 92,165 | $24,252 | 12/31/2023 |
CRM | 92,165 | $24,252 | 12/31/2023 |
TIAA Trust National Association | 91,990 | $24,206 | 12/31/2023 |
CRM | 91,990 | $24,206 | 12/31/2023 |
Braun Stacey Associates Inc. | 91,679 | $24,125 | 12/31/2023 |
CRM | 91,679 | $24,125 | 12/31/2023 |
Boston Family Office LLC | 91,161 | $23,988 | 12/31/2023 |
CRM | 91,161 | $23,988 | 12/31/2023 |
Stephens Inc. AR | 90,629 | $23,848 | 12/31/2023 |
CRM | 90,629 | $23,848 | 12/31/2023 |
Ilmarinen Mutual Pension Insurance Co | 90,000 | $23,683 | 12/31/2023 |
CRM | 90,000 | $23,683 | 12/31/2023 |
Alta Park Capital LP | 89,815 | $23,634 | 12/31/2023 |
CRM | 89,815 | $23,634 | 12/31/2023 |
OLD National Bancorp IN | 78,225 | $23,560 | 03/31/2024 |
CRM | 78,225 | $23,560 | 03/31/2024 |
Crossmark Global Holdings Inc. | 89,468 | $23,543 | 12/31/2023 |
CRM | 89,468 | $23,543 | 12/31/2023 |
Dai Ichi Life Insurance Company Ltd | 87,736 | $23,087 | 12/31/2023 |
CRM | 87,736 | $23,087 | 12/31/2023 |
Harvest Portfolios Group Inc. | 87,557 | $23,040 | 12/31/2023 |
CRM | 87,557 | $23,040 | 12/31/2023 |
Achmea Investment Management B.V. | 87,214 | $22,949 | 12/31/2023 |
CRM | 87,214 | $22,949 | 12/31/2023 |
Paragon Capital Management Ltd | 76,081 | $22,914 | 03/31/2024 |
CRM | 76,081 | $22,914 | 03/31/2024 |
SG Americas Securities LLC | $22,845 | 12/31/2023 | |
CRM | 61,229 | $16,112 | 12/31/2023 |
Call | 113,400 | $6,780 | 12/31/2023 |
Put | 91,000 | $47 | 12/31/2023 |
Vancity Investment Management Ltd | 86,432 | $22,744 | 12/31/2023 |
CRM | 86,432 | $22,744 | 12/31/2023 |
Cambridge Trust Co. | 85,748 | $22,564 | 12/31/2023 |
CRM | 85,748 | $22,564 | 12/31/2023 |
Prio Wealth Limited Partnership | 85,019 | $22,372 | 12/31/2023 |
CRM | 85,019 | $22,372 | 12/31/2023 |
Elo Mutual Pension Insurance Co | 84,949 | $22,353 | 12/31/2023 |
CRM | 84,949 | $22,353 | 12/31/2023 |
Pittenger & Anderson Inc. | 84,828 | $22,322 | 12/31/2023 |
CRM | 84,828 | $22,322 | 12/31/2023 |
Kingsview Wealth Management LLC | 84,732 | $22,296 | 12/31/2023 |
CRM | 84,732 | $22,296 | 12/31/2023 |
Ithaka Group LLC | 84,650 | $22,275 | 12/31/2023 |
CRM | 84,650 | $22,275 | 12/31/2023 |
QRG Capital Management Inc. | 83,686 | $22,021 | 12/31/2023 |
CRM | 83,686 | $22,021 | 12/31/2023 |
Yarbrough Capital LLC | 72,522 | $21,842 | 03/31/2024 |
CRM | 72,522 | $21,842 | 03/31/2024 |
Valeo Financial Advisors LLC | 72,094 | $21,713 | 03/31/2024 |
CRM | 72,094 | $21,713 | 03/31/2024 |
WASHINGTON TRUST Co | 71,931 | $21,664 | 03/31/2024 |
CRM | 71,931 | $21,664 | 03/31/2024 |
Community Trust & Investment Co. | 81,889 | $21,548 | 12/31/2023 |
CRM | 81,889 | $21,548 | 12/31/2023 |
Pacer Advisors Inc. | 81,235 | $21,376 | 12/31/2023 |
CRM | 81,235 | $21,376 | 12/31/2023 |
Boston Common Asset Management LLC | 69,985 | $21,078 | 03/31/2024 |
CRM | 69,985 | $21,078 | 03/31/2024 |
Assetmark Inc. | 79,242 | $20,852 | 12/31/2023 |
CRM | 79,242 | $20,852 | 12/31/2023 |
D. E. Shaw & Co. Inc. | $20,780 | 12/31/2023 | |
Put | 824,500 | $216,959 | 12/31/2023 |
CRM | 469,170 | $123,457 | 12/31/2023 |
Call | 434,300 | $114,282 | 12/31/2023 |
NewEdge Wealth LLC | 77,878 | $20,493 | 12/31/2023 |
CRM | 77,878 | $20,493 | 12/31/2023 |
Kentucky Retirement Systems | 77,850 | $20,485 | 12/31/2023 |
CRM | 77,850 | $20,485 | 12/31/2023 |
Ethic Inc. | 77,619 | $20,425 | 12/31/2023 |
CRM | 77,619 | $20,425 | 12/31/2023 |
Two Sigma Advisers LP | 77,500 | $20,393 | 12/31/2023 |
CRM | 77,500 | $20,393 | 12/31/2023 |
Nixon Peabody Trust Co. | 77,292 | $20,339 | 12/31/2023 |
CRM | 77,292 | $20,339 | 12/31/2023 |
Bedrijfstakpensioenfonds Voor DE Media PNO | 72,500 | $20,218 | 03/31/2024 |
CRM | 72,500 | $20,218 | 03/31/2024 |
Maryland State Retirement & Pension System | 73,185 | $20,173 | 03/31/2024 |
CRM | 73,185 | $20,173 | 03/31/2024 |
Mmbg Investment Advisors CO. | 76,539 | $20,140 | 12/31/2023 |
CRM | 76,539 | $20,140 | 12/31/2023 |
BI Asset Management Fondsmaeglerselskab A S | 76,171 | $20,044 | 12/31/2023 |
CRM | 76,171 | $20,044 | 12/31/2023 |
Oregon Public Employees Retirement Fund | 75,990 | $19,996 | 12/31/2023 |
CRM | 75,990 | $19,996 | 12/31/2023 |
Gotham Asset Management LLC | 75,091 | $19,759 | 12/31/2023 |
CRM | 75,091 | $19,759 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 74,394 | $19,576 | 12/31/2023 |
CRM | 74,394 | $19,576 | 12/31/2023 |
Beacon Pointe Advisors LLC | 73,465 | $19,331 | 12/31/2023 |
CRM | 73,465 | $19,331 | 12/31/2023 |
NZS Capital LLC | 72,053 | $18,960 | 12/31/2023 |
CRM | 72,053 | $18,960 | 12/31/2023 |
Light Street Capital Management LLC | 71,888 | $18,917 | 12/31/2023 |
CRM | 71,888 | $18,917 | 12/31/2023 |
CCM Investment Advisers LLC | 71,803 | $18,894 | 12/31/2023 |
CRM | 71,803 | $18,894 | 12/31/2023 |
Hartford Investment Management Co. | 62,565 | $18,843 | 03/31/2024 |
CRM | 62,565 | $18,843 | 03/31/2024 |
Motley Fool Asset Management LLC | 71,112 | $18,712 | 12/31/2023 |
CRM | 71,112 | $18,712 | 12/31/2023 |
CWM LLC | 62,079 | $18,697 | 03/31/2024 |
CRM | 62,079 | $18,697 | 03/31/2024 |
JustInvest LLC | 71,033 | $18,692 | 12/31/2023 |
CRM | 71,033 | $18,692 | 12/31/2023 |
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH | 61,834 | $18,623 | 03/31/2024 |
CRM | 61,834 | $18,623 | 03/31/2024 |
TCG Advisory Services LLC | 70,577 | $18,572 | 12/31/2023 |
CRM | 70,577 | $18,572 | 12/31/2023 |
Captrust Financial Advisors | 70,389 | $18,522 | 12/31/2023 |
CRM | 70,389 | $18,522 | 12/31/2023 |
Azimuth Capital Investment Management LLC | 69,482 | $18,283 | 12/31/2023 |
CRM | 69,482 | $18,283 | 12/31/2023 |
Varma Mutual Pension Insurance Co | 69,226 | $18,216 | 12/31/2023 |
CRM | 69,226 | $18,216 | 12/31/2023 |
Private Advisor Group LLC | 69,107 | $18,187 | 12/31/2023 |
CRM | 69,107 | $18,187 | 12/31/2023 |
Trybe Capital Management LP | 68,871 | $18,123 | 12/31/2023 |
CRM | 68,871 | $18,123 | 12/31/2023 |
O Shaughnessy Asset Management LLC | 68,421 | $18,004 | 12/31/2023 |
CRM | 68,421 | $18,004 | 12/31/2023 |
Bridgecreek Investment Management LLC | 68,395 | $17,997 | 12/31/2023 |
CRM | 68,395 | $17,997 | 12/31/2023 |
Talbot Financial LLC | 59,491 | $17,917 | 03/31/2024 |
CRM | 59,491 | $17,917 | 03/31/2024 |
Cullen Frost Bankers Inc. | 67,351 | $17,723 | 12/31/2023 |
CRM | 67,351 | $17,723 | 12/31/2023 |
Putnam FL Investment Management Co. | 66,816 | $17,582 | 12/31/2023 |
CRM | 66,816 | $17,582 | 12/31/2023 |
Moran Wealth Management LLC | 66,726 | $17,558 | 12/31/2023 |
CRM | 66,726 | $17,558 | 12/31/2023 |
Parallel Advisors LLC | 66,137 | $17,403 | 12/31/2023 |
CRM | 66,137 | $17,403 | 12/31/2023 |
Anchor Capital Advisors LLC | 65,275 | $17,177 | 12/31/2023 |
CRM | 65,275 | $17,177 | 12/31/2023 |
Securian Asset Management Inc | 57,015 | $17,172 | 03/31/2024 |
CRM | 57,015 | $17,172 | 03/31/2024 |
Freestone Capital Holdings LLC | 65,185 | $17,153 | 12/31/2023 |
CRM | 65,185 | $17,153 | 12/31/2023 |
Dupont Capital Management Corp | 56,828 | $17,115 | 03/31/2024 |
CRM | 56,828 | $17,115 | 03/31/2024 |
Louisiana State Employees Retirement System | 56,300 | $16,956 | 03/31/2024 |
CRM | 56,300 | $16,956 | 03/31/2024 |
Coronation Fund Managers Ltd. | 64,425 | $16,953 | 12/31/2023 |
CRM | 64,425 | $16,953 | 12/31/2023 |
WoodTrust Financial Corp | 56,262 | $16,945 | 03/31/2024 |
CRM | 56,262 | $16,945 | 03/31/2024 |
D.A. Davidson & CO. | 63,861 | $16,804 | 12/31/2023 |
CRM | 63,861 | $16,804 | 12/31/2023 |
Cidel Asset Management Inc. | 63,739 | $16,772 | 12/31/2023 |
CRM | 63,739 | $16,772 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 62,985 | $16,574 | 12/31/2023 |
CRM | 62,985 | $16,574 | 12/31/2023 |
Fulton Breakefield Broenniman LLC | 62,747 | $16,511 | 12/31/2023 |
CRM | 62,747 | $16,511 | 12/31/2023 |
Middleton & Co Inc MA | 62,533 | $16,455 | 12/31/2023 |
CRM | 62,533 | $16,455 | 12/31/2023 |
Healthcare of Ontario Pension Plan Trust Fund | 61,900 | $16,288 | 12/31/2023 |
CRM | 61,900 | $16,288 | 12/31/2023 |
GWM Advisors LLC | 60,197 | $16,165 | 12/31/2023 |
CRM | 60,197 | $16,165 | 12/31/2023 |
Lighthouse Investment Partners LLC | 61,261 | $16,120 | 12/31/2023 |
CRM | 61,261 | $16,120 | 12/31/2023 |
Sycomore Asset Management | 60,030 | $16,011 | 12/31/2023 |
CRM | 60,030 | $16,011 | 12/31/2023 |
Lyell Wealth Management LP | 60,607 | $15,948 | 12/31/2023 |
CRM | 60,607 | $15,948 | 12/31/2023 |
Sit Investment Associates Inc. | 60,545 | $15,932 | 12/31/2023 |
CRM | 60,545 | $15,932 | 12/31/2023 |
Banque Cantonale Vaudoise | 52,505 | $15,814 | 03/31/2024 |
CRM | 52,505 | $15,814 | 03/31/2024 |
Kestra Private Wealth Services LLC | 59,494 | $15,655 | 12/31/2023 |
CRM | 59,494 | $15,655 | 12/31/2023 |
Quest Investment Management LLC | 59,431 | $15,639 | 12/31/2023 |
CRM | 59,431 | $15,639 | 12/31/2023 |
Investment Management Corp of Ontario | 59,401 | $15,631 | 12/31/2023 |
CRM | 59,401 | $15,631 | 12/31/2023 |
Neville Rodie & Shaw Inc. | 51,871 | $15,623 | 03/31/2024 |
CRM | 51,871 | $15,623 | 03/31/2024 |
GDS Wealth Management | 51,438 | $15,492 | 03/31/2024 |
CRM | 51,438 | $15,492 | 03/31/2024 |
Wilbanks Smith & Thomas Asset Management LLC | 58,529 | $15,401 | 12/31/2023 |
CRM | 58,529 | $15,401 | 12/31/2023 |
Payden & Rygel | 58,300 | $15,341 | 12/31/2023 |
CRM | 58,300 | $15,341 | 12/31/2023 |
Zevenbergen Capital Investments LLC | 58,000 | $15,262 | 12/31/2023 |
CRM | 58,000 | $15,262 | 12/31/2023 |
Strategic Wealth Designers | 57,720 | $15,189 | 12/31/2023 |
CRM | 57,720 | $15,189 | 12/31/2023 |
LA Financiere DE L Echiquier | 57,300 | $15,078 | 12/31/2023 |
CRM | 57,300 | $15,078 | 12/31/2023 |
Quattro Financial Advisors LLC | 50,000 | $15,059 | 03/31/2024 |
CRM | 50,000 | $15,059 | 03/31/2024 |
TD Waterhouse Canada Inc. | 56,338 | $15,059 | 12/31/2023 |
CRM | 56,338 | $15,059 | 12/31/2023 |
Soros Capital Management LLC | 56,595 | $14,892 | 12/31/2023 |
CRM | 56,595 | $14,892 | 12/31/2023 |
Raymond James Trust N.A. | 49,256 | $14,835 | 03/31/2024 |
CRM | 49,256 | $14,835 | 03/31/2024 |
New Mexico Educational Retirement Board | 48,986 | $14,754 | 03/31/2024 |
CRM | 48,986 | $14,754 | 03/31/2024 |
Atria Wealth Solutions Inc. | 55,674 | $14,650 | 12/31/2023 |
CRM | 55,674 | $14,650 | 12/31/2023 |
Congress Wealth Management LLC DE | 48,608 | $14,640 | 03/31/2024 |
CRM | 48,608 | $14,640 | 03/31/2024 |
Chesley Taft & Associates LLC | 48,479 | $14,601 | 03/31/2024 |
CRM | 48,479 | $14,601 | 03/31/2024 |
Jones Financial Companies Lllp | 55,426 | $14,585 | 12/31/2023 |
CRM | 55,426 | $14,585 | 12/31/2023 |
Concentric Capital Strategies LP | 55,369 | $14,570 | 12/31/2023 |
CRM | 55,369 | $14,570 | 12/31/2023 |
Buckingham Capital Management Inc. | 48,074 | $14,479 | 03/31/2024 |
CRM | 48,074 | $14,479 | 03/31/2024 |
Capital Group Investment Management PTE. LTD. | 55,015 | $14,477 | 12/31/2023 |
CRM | 55,015 | $14,477 | 12/31/2023 |
First Financial Bankshares Inc | 55,000 | $14,473 | 12/31/2023 |
CRM | 55,000 | $14,473 | 12/31/2023 |
Metis Global Partners LLC | 54,937 | $14,456 | 12/31/2023 |
CRM | 54,937 | $14,456 | 12/31/2023 |
Edge Wealth Management LLC | 47,926 | $14,434 | 03/31/2024 |
CRM | 47,926 | $14,434 | 03/31/2024 |
EDENTREE ASSET MANAGEMENT Ltd | 54,688 | $14,392 | 12/31/2023 |
CRM | 54,688 | $14,392 | 12/31/2023 |
Jasper Ridge Partners L.P. | 54,174 | $14,255 | 12/31/2023 |
CRM | 54,174 | $14,255 | 12/31/2023 |
Baker Avenue Asset Management LP | 53,475 | $14,071 | 12/31/2023 |
CRM | 53,475 | $14,071 | 12/31/2023 |
Dash Acquisitions Inc. | 50,731 | $14,018 | 03/31/2024 |
CRM | 50,731 | $14,018 | 03/31/2024 |
Synovus Financial Corp | 53,136 | $13,982 | 12/31/2023 |
CRM | 53,136 | $13,982 | 12/31/2023 |
Amica Mutual Insurance Co. | 52,873 | $13,913 | 12/31/2023 |
CRM | 52,873 | $13,913 | 12/31/2023 |
Connors Investor Services Inc. | 52,871 | $13,912 | 12/31/2023 |
CRM | 52,871 | $13,912 | 12/31/2023 |
ICICI Prudential Asset Management Co Ltd | 52,865 | $13,911 | 12/31/2023 |
CRM | 52,865 | $13,911 | 12/31/2023 |
Rokos Capital Management LLP | 52,735 | $13,883 | 12/31/2023 |
CRM | 52,735 | $13,883 | 12/31/2023 |
Adell Harriman & Carpenter Inc. | 45,789 | $13,791 | 03/31/2024 |
CRM | 45,789 | $13,791 | 03/31/2024 |
Suncoast Equity Management | 52,207 | $13,738 | 12/31/2023 |
CRM | 52,207 | $13,738 | 12/31/2023 |
Exchange Capital Management Inc. | 45,079 | $13,577 | 03/31/2024 |
CRM | 45,079 | $13,577 | 03/31/2024 |
Cetera Investment Advisers | 51,596 | $13,577 | 12/31/2023 |
CRM | 51,596 | $13,577 | 12/31/2023 |
Eastern Bank | 51,585 | $13,574 | 12/31/2023 |
CRM | 51,585 | $13,574 | 12/31/2023 |
Makena Capital Management LLC | 51,519 | $13,557 | 12/31/2023 |
CRM | 51,519 | $13,557 | 12/31/2023 |
Gradient Investments LLC | 44,955 | $13,540 | 03/31/2024 |
CRM | 44,955 | $13,540 | 03/31/2024 |
Bwcp LP | 51,146 | $13,459 | 12/31/2023 |
CRM | 51,146 | $13,459 | 12/31/2023 |
Cornerstone Capital Inc. | 51,089 | $13,444 | 12/31/2023 |
CRM | 51,089 | $13,444 | 12/31/2023 |
Perigon Wealth Management LLC | 50,756 | $13,356 | 12/31/2023 |
CRM | 50,756 | $13,356 | 12/31/2023 |
Marco Investment Management LLC | 50,719 | $13,346 | 12/31/2023 |
CRM | 50,719 | $13,346 | 12/31/2023 |
Prudential PLC | 50,695 | $13,340 | 12/31/2023 |
CRM | 50,695 | $13,340 | 12/31/2023 |
LVM Capital Management Ltd. MI | 43,778 | $13,185 | 03/31/2024 |
CRM | 43,778 | $13,185 | 03/31/2024 |
Cornerstone Advisors LLC | 50,100 | $13,183 | 12/31/2023 |
CRM | 50,100 | $13,183 | 12/31/2023 |
One Capital Management LLC | 50,025 | $13,164 | 12/31/2023 |
CRM | 50,025 | $13,164 | 12/31/2023 |
Quantinno Capital Management LP | 49,992 | $13,155 | 12/31/2023 |
CRM | 49,992 | $13,155 | 12/31/2023 |
Iyo Bank Ltd. | 43,532 | $13,111 | 03/31/2024 |
CRM | 43,532 | $13,111 | 03/31/2024 |
Mill Capital Management LLC | 49,726 | $13,085 | 12/31/2023 |
CRM | 49,726 | $13,085 | 12/31/2023 |
Foster Victor Wealth Advisors LLC | 43,698 | $13,072 | 03/31/2024 |
CRM | 43,698 | $13,072 | 03/31/2024 |
Summit Trail Advisors LLC | 43,184 | $13,016 | 03/31/2024 |
CRM | 43,184 | $13,016 | 03/31/2024 |
Bayesian Capital Management LP | 49,300 | $12,973 | 12/31/2023 |
CRM | 49,300 | $12,973 | 12/31/2023 |
Northstar Asset Management Inc. | 49,208 | $12,949 | 12/31/2023 |
CRM | 49,208 | $12,949 | 12/31/2023 |
CFM Wealth Partners LLC | 42,570 | $12,821 | 03/31/2024 |
CRM | 42,570 | $12,821 | 03/31/2024 |
Maplelane Capital LLC | 48,000 | $12,631 | 12/31/2023 |
CRM | 48,000 | $12,631 | 12/31/2023 |
Stratos Wealth Partners LTD. | 41,851 | $12,605 | 03/31/2024 |
CRM | 41,851 | $12,605 | 03/31/2024 |
Graham Capital Management L.P. | 47,879 | $12,599 | 12/31/2023 |
CRM | 47,879 | $12,599 | 12/31/2023 |
GuoLine Advisory Pte Ltd | 41,500 | $12,499 | 03/31/2024 |
CRM | 41,500 | $12,499 | 03/31/2024 |
Norinchukin Bank The | 47,181 | $12,415 | 12/31/2023 |
CRM | 47,181 | $12,415 | 12/31/2023 |
Abbrea Capital LLC | 47,018 | $12,372 | 12/31/2023 |
CRM | 47,018 | $12,372 | 12/31/2023 |
Noked Israel Ltd | 47,000 | $12,368 | 12/31/2023 |
CRM | 47,000 | $12,368 | 12/31/2023 |
Osborne Partners Capital Management LLC | 40,989 | $12,345 | 03/31/2024 |
CRM | 40,989 | $12,345 | 03/31/2024 |
Advisory Services Network LLC | 46,436 | $12,219 | 12/31/2023 |
CRM | 46,436 | $12,219 | 12/31/2023 |
Spire Wealth Management | 40,415 | $12,172 | 03/31/2024 |
CRM | 40,415 | $12,172 | 03/31/2024 |
Envestnet Portfolio Solutions Inc. | 45,878 | $12,072 | 12/31/2023 |
CRM | 45,878 | $12,072 | 12/31/2023 |
Premier Fund Managers Ltd | 45,250 | $12,024 | 12/31/2023 |
CRM | 45,250 | $12,024 | 12/31/2023 |
Illinois Municipal Retirement Fund | 45,086 | $11,864 | 12/31/2023 |
CRM | 45,086 | $11,864 | 12/31/2023 |
Whittier Trust Co. of Nevada Inc. | 44,784 | $11,784 | 12/31/2023 |
CRM | 44,784 | $11,784 | 12/31/2023 |
Brookstone Capital Management | 39,088 | $11,773 | 03/31/2024 |
CRM | 39,088 | $11,773 | 03/31/2024 |
Benjamin F. Edwards & Company Inc. | 44,721 | $11,768 | 12/31/2023 |
CRM | 44,721 | $11,768 | 12/31/2023 |
Rosenblum Silverman Sutton S F Inc. CA | 44,664 | $11,753 | 12/31/2023 |
CRM | 44,664 | $11,753 | 12/31/2023 |
Means Investment CO. Inc. | 39,002 | $11,747 | 03/31/2024 |
CRM | 39,002 | $11,747 | 03/31/2024 |
Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management | 44,300 | $11,657 | 12/31/2023 |
CRM | 44,300 | $11,657 | 12/31/2023 |
Partners Capital Investment Group LLP | 44,236 | $11,640 | 12/31/2023 |
CRM | 44,236 | $11,640 | 12/31/2023 |
OMERS ADMINISTRATION Corp | 43,799 | $11,525 | 12/31/2023 |
CRM | 43,799 | $11,525 | 12/31/2023 |
Exchange Traded Concepts LLC | 37,952 | $11,430 | 03/31/2024 |
CRM | 37,952 | $11,430 | 03/31/2024 |
Kinneret Advisory LLC | 37,869 | $11,421 | 03/31/2024 |
CRM | 37,869 | $11,421 | 03/31/2024 |
Two Sigma Securities LLC | $11,335 | 12/31/2023 | |
Call | 109,300 | $28,761 | 12/31/2023 |
Put | 95,400 | $25,104 | 12/31/2023 |
CRM | 29,180 | $7,678 | 12/31/2023 |
Cubist Systematic Strategies LLC | $11,240 | 12/31/2023 | |
CRM | 33,513 | $8,819 | 12/31/2023 |
Call | 9,200 | $2,421 | 12/31/2023 |
Bridgeway Capital Management Inc. | 42,700 | $11,236 | 12/31/2023 |
CRM | 42,700 | $11,236 | 12/31/2023 |
Bogart Wealth LLC | 37,114 | $11,178 | 03/31/2024 |
CRM | 37,114 | $11,178 | 03/31/2024 |
Pallas Capital Advisors LLC | 36,819 | $11,089 | 03/31/2024 |
CRM | 36,819 | $11,089 | 03/31/2024 |
Motco | 41,794 | $10,998 | 12/31/2023 |
CRM | 41,794 | $10,998 | 12/31/2023 |
Forbes J M & Co. LLP | 36,324 | $10,940 | 03/31/2024 |
CRM | 36,324 | $10,940 | 03/31/2024 |
Knights of Columbus Asset Advisors LLC | 41,459 | $10,910 | 12/31/2023 |
CRM | 41,459 | $10,910 | 12/31/2023 |
Boothbay Fund Management LLC | $10,817 | 12/31/2023 | |
CRM | 45,110 | $11,870 | 12/31/2023 |
Put | 4,000 | $1,053 | 12/31/2023 |
Groupama Asset Managment | 40,738 | $10,723 | 12/31/2023 |
CRM | 40,738 | $10,723 | 12/31/2023 |
Stonebridge Capital Advisors LLC | 40,502 | $10,658 | 12/31/2023 |
CRM | 40,502 | $10,658 | 12/31/2023 |
Fiduciary Trust Co. | 40,249 | $10,591 | 12/31/2023 |
CRM | 40,249 | $10,591 | 12/31/2023 |
Oppenheimer & Co. Inc. | 40,196 | $10,577 | 12/31/2023 |
CRM | 40,196 | $10,577 | 12/31/2023 |
Meyer Handelman Co. | 35,045 | $10,555 | 03/31/2024 |
CRM | 35,045 | $10,555 | 03/31/2024 |
Resources Investment Advisors LLC. | 40,105 | $10,553 | 12/31/2023 |
CRM | 40,105 | $10,553 | 12/31/2023 |
Alight Capital Management LP | 40,000 | $10,526 | 12/31/2023 |
CRM | 40,000 | $10,526 | 12/31/2023 |
Bradley Foster & Sargent Inc. CT | 39,786 | $10,469 | 12/31/2023 |
CRM | 39,786 | $10,469 | 12/31/2023 |
Consolidated Planning Corp | 39,665 | $10,437 | 12/31/2023 |
CRM | 39,665 | $10,437 | 12/31/2023 |
Metropolitan Life Insurance Co NY | 39,606 | $10,422 | 12/31/2023 |
CRM | 39,606 | $10,422 | 12/31/2023 |
Profund Advisors LLC | 39,555 | $10,409 | 12/31/2023 |
CRM | 39,555 | $10,409 | 12/31/2023 |
Grafton Street Partners Fund LP | 39,500 | $10,394 | 12/31/2023 |
CRM | 39,500 | $10,394 | 12/31/2023 |
Acadian Asset Management LLC | 39,011 | $10,260 | 12/31/2023 |
CRM | 39,011 | $10,260 | 12/31/2023 |
Sandy Spring Bank | 38,866 | $10,227 | 12/31/2023 |
CRM | 38,866 | $10,227 | 12/31/2023 |
Sand Hill Global Advisors LLC | 38,727 | $10,191 | 12/31/2023 |
CRM | 38,727 | $10,191 | 12/31/2023 |
Artemis Investment Management LLP | 33,650 | $10,129 | 03/31/2024 |
CRM | 33,650 | $10,129 | 03/31/2024 |
Grassi Investment Management | 33,613 | $10,124 | 03/31/2024 |
CRM | 33,613 | $10,124 | 03/31/2024 |
Stratos Wealth Advisors LLC | 33,378 | $10,053 | 03/31/2024 |
CRM | 33,378 | $10,053 | 03/31/2024 |
E. Ohman J or Asset Management AB | 38,150 | $10,039 | 12/31/2023 |
CRM | 38,150 | $10,039 | 12/31/2023 |
Andra AP fonden | 37,998 | $9,999 | 12/31/2023 |
CRM | 37,998 | $9,999 | 12/31/2023 |
Shell Asset Management Co. | 37,724 | $9,927 | 12/31/2023 |
CRM | 37,724 | $9,927 | 12/31/2023 |
Great Lakes Advisors LLC | 37,578 | $9,888 | 12/31/2023 |
CRM | 37,578 | $9,888 | 12/31/2023 |
WS Portfolio Advisory LLC | 32,633 | $9,828 | 03/31/2024 |
CRM | 32,633 | $9,828 | 03/31/2024 |
Equitable Trust Co. | 32,545 | $9,802 | 03/31/2024 |
CRM | 32,545 | $9,802 | 03/31/2024 |
Commerce Bank | 36,968 | $9,728 | 12/31/2023 |
CRM | 36,968 | $9,728 | 12/31/2023 |
RPG Investment Advisory LLC | 36,697 | $9,656 | 12/31/2023 |
CRM | 36,697 | $9,656 | 12/31/2023 |
First National Trust Co | 31,914 | $9,612 | 03/31/2024 |
CRM | 31,914 | $9,612 | 03/31/2024 |
CMH Wealth Management LLC | 31,864 | $9,610 | 03/31/2024 |
CRM | 31,864 | $9,610 | 03/31/2024 |
Pinnacle Associates Ltd. | 31,864 | $9,597 | 03/31/2024 |
CRM | 31,864 | $9,597 | 03/31/2024 |
Thames Capital Management LLC | 36,300 | $9,552 | 12/31/2023 |
CRM | 36,300 | $9,552 | 12/31/2023 |
Roffman Miller Associates Inc. PA | 36,225 | $9,532 | 12/31/2023 |
CRM | 36,225 | $9,532 | 12/31/2023 |
Trust Co. of Vermont | 36,090 | $9,497 | 12/31/2023 |
CRM | 36,090 | $9,497 | 12/31/2023 |
Crestline Management LP | 36,023 | $9,479 | 12/31/2023 |
CRM | 36,023 | $9,479 | 12/31/2023 |
Eagle Asset Management Inc. | 35,954 | $9,461 | 12/31/2023 |
CRM | 35,954 | $9,461 | 12/31/2023 |
Channing Capital Management LLC | 35,713 | $9,398 | 12/31/2023 |
CRM | 35,713 | $9,398 | 12/31/2023 |
Moors & Cabot Inc. | 35,678 | $9,388 | 12/31/2023 |
CRM | 35,678 | $9,388 | 12/31/2023 |
Marks Group Wealth Management Inc | 35,220 | $9,268 | 12/31/2023 |
CRM | 35,220 | $9,268 | 12/31/2023 |
Beese Fulmer Investment Management Inc. | 30,552 | $9,202 | 03/31/2024 |
CRM | 30,552 | $9,202 | 03/31/2024 |
CSM Advisors LLC | 34,840 | $9,166 | 12/31/2023 |
CRM | 34,840 | $9,166 | 12/31/2023 |
LM Advisors LLC | 34,796 | $9,156 | 12/31/2023 |
CRM | 34,796 | $9,156 | 12/31/2023 |
Kentucky Retirement Systems Insurance Trust Fund | 34,664 | $9,121 | 12/31/2023 |
CRM | 34,664 | $9,121 | 12/31/2023 |
Procyon Private Wealth Partners LLC | 30,041 | $9,048 | 03/31/2024 |
CRM | 30,041 | $9,048 | 03/31/2024 |
FDx Advisors Inc. | 34,186 | $8,996 | 12/31/2023 |
CRM | 34,186 | $8,996 | 12/31/2023 |
Nemes Rush Group LLC | 34,154 | $8,987 | 12/31/2023 |
CRM | 34,154 | $8,987 | 12/31/2023 |
Sheaff Brock Investment Advisors LLC | 34,113 | $8,976 | 12/31/2023 |
CRM | 34,113 | $8,976 | 12/31/2023 |
Harbor Investment Advisory LLC | 29,642 | $8,928 | 03/31/2024 |
CRM | 29,642 | $8,928 | 03/31/2024 |
Philadelphia Trust Co. | 33,700 | $8,868 | 12/31/2023 |
CRM | 33,700 | $8,868 | 12/31/2023 |
Novare Capital Management LLC | 33,701 | $8,868 | 12/31/2023 |
CRM | 33,701 | $8,868 | 12/31/2023 |
Granite Bay Wealth Management LLC | 33,650 | $8,855 | 12/31/2023 |
CRM | 33,650 | $8,855 | 12/31/2023 |
Level Four Advisory Services LLC | 33,635 | $8,851 | 12/31/2023 |
CRM | 33,635 | $8,851 | 12/31/2023 |
W.G. Shaheen & Associates DBA Whitney & Co | 33,522 | $8,821 | 12/31/2023 |
CRM | 33,522 | $8,821 | 12/31/2023 |
Snowden Capital Advisors LLC | 33,488 | $8,812 | 12/31/2023 |
CRM | 33,488 | $8,812 | 12/31/2023 |
Empirical Finance LLC | 33,482 | $8,810 | 12/31/2023 |
CRM | 33,482 | $8,810 | 12/31/2023 |
Beacon Investment Advisory Services Inc. | 33,466 | $8,806 | 12/31/2023 |
CRM | 33,466 | $8,806 | 12/31/2023 |
Jefferies Financial Group Inc. | 33,057 | $8,699 | 12/31/2023 |
CRM | 33,057 | $8,699 | 12/31/2023 |
Avantax Advisory Services Inc. | 33,010 | $8,686 | 12/31/2023 |
CRM | 33,010 | $8,686 | 12/31/2023 |
Portside Wealth Group LLC | 28,663 | $8,633 | 03/31/2024 |
CRM | 28,663 | $8,633 | 03/31/2024 |
Lockheed Martin Investment Management Co. | 32,720 | $8,610 | 12/31/2023 |
CRM | 32,720 | $8,610 | 12/31/2023 |
Selective Wealth Management Inc. | 28,692 | $8,597 | 03/31/2024 |
CRM | 28,692 | $8,597 | 03/31/2024 |
Global Assets Advisory LLC | 28,412 | $8,557 | 03/31/2024 |
CRM | 28,412 | $8,557 | 03/31/2024 |
Great Valley Advisor Group Inc. | 32,510 | $8,555 | 12/31/2023 |
CRM | 32,510 | $8,555 | 12/31/2023 |
Maxi Investments CY Ltd | 32,489 | $8,549 | 12/31/2023 |
CRM | 32,489 | $8,549 | 12/31/2023 |
Cohen Klingenstein LLC | 28,300 | $8,523 | 03/31/2024 |
CRM | 28,300 | $8,523 | 03/31/2024 |
Keybank National Association OH | 32,320 | $8,505 | 12/31/2023 |
CRM | 32,320 | $8,505 | 12/31/2023 |
Power Corp of Canada | 32,126 | $8,454 | 12/31/2023 |
CRM | 32,126 | $8,454 | 12/31/2023 |
Park Avenue Securities LLC | 27,994 | $8,431 | 03/31/2024 |
CRM | 27,994 | $8,431 | 03/31/2024 |
Girard Partners LTD. | 32,039 | $8,431 | 12/31/2023 |
CRM | 32,039 | $8,431 | 12/31/2023 |
Mcrae Capital Management Inc. | 27,747 | $8,357 | 03/31/2024 |
CRM | 27,747 | $8,357 | 03/31/2024 |
Vinva Investment Management Ltd | 31,354 | $8,327 | 12/31/2023 |
CRM | 31,354 | $8,327 | 12/31/2023 |
Arkadios Wealth Advisors | 31,509 | $8,291 | 12/31/2023 |
CRM | 31,509 | $8,291 | 12/31/2023 |
Simplicity Wealth LLC | 27,447 | $8,266 | 03/31/2024 |
CRM | 27,447 | $8,266 | 03/31/2024 |
Strategic Advisors LLC | 27,437 | $8,263 | 03/31/2024 |
CRM | 27,437 | $8,263 | 03/31/2024 |
China Universal Asset Management Co. Ltd. | 31,400 | $8,263 | 12/31/2023 |
CRM | 31,400 | $8,263 | 12/31/2023 |
Hudson Valley Investment Advisors Inc. ADV | 27,370 | $8,243 | 03/31/2024 |
CRM | 27,370 | $8,243 | 03/31/2024 |
Wolverine Trading LLC | $8,204 | 12/31/2023 | |
Put | 416,800 | $109,677 | 12/31/2023 |
Call | 396,500 | $104,335 | 12/31/2023 |
CRM | 51,479 | $13,546 | 12/31/2023 |
Dakota Wealth Management | 27,076 | $8,155 | 03/31/2024 |
CRM | 27,076 | $8,155 | 03/31/2024 |
Simmons Bank | 30,925 | $8,138 | 12/31/2023 |
CRM | 30,925 | $8,138 | 12/31/2023 |
Highland Capital Management LLC | 30,849 | $8,118 | 12/31/2023 |
CRM | 30,849 | $8,118 | 12/31/2023 |
Northwestern Mutual Investment Management Company LLC | 30,797 | $8,104 | 12/31/2023 |
CRM | 30,797 | $8,104 | 12/31/2023 |
Vestcor Inc | 30,539 | $8,036 | 12/31/2023 |
CRM | 30,539 | $8,036 | 12/31/2023 |
Guinness Atkinson Asset Management Inc | 26,570 | $8,002 | 03/31/2024 |
CRM | 26,570 | $8,002 | 03/31/2024 |
Cary Street Partners Investment Advisory LLC | 30,414 | $8,002 | 12/31/2023 |
CRM | 30,414 | $8,002 | 12/31/2023 |
Essex Investment Management Co. LLC | 30,205 | $7,948 | 12/31/2023 |
CRM | 30,205 | $7,948 | 12/31/2023 |
Ceera Investments LLC | 30,058 | $7,909 | 12/31/2023 |
CRM | 30,058 | $7,909 | 12/31/2023 |
Telemark Asset Management LLC | 30,000 | $7,894 | 12/31/2023 |
CRM | 30,000 | $7,894 | 12/31/2023 |
Shufro Rose & Co. LLC | 29,971 | $7,887 | 12/31/2023 |
CRM | 29,971 | $7,887 | 12/31/2023 |
Spinnaker Trust | 29,707 | $7,817 | 12/31/2023 |
CRM | 29,707 | $7,817 | 12/31/2023 |
Prospera Financial Services Inc | 29,673 | $7,808 | 12/31/2023 |
CRM | 29,673 | $7,808 | 12/31/2023 |
L & S Advisors Inc | 29,635 | $7,798 | 12/31/2023 |
CRM | 29,635 | $7,798 | 12/31/2023 |
Independent Advisor Alliance | 29,531 | $7,771 | 12/31/2023 |
CRM | 29,531 | $7,771 | 12/31/2023 |
Fundamentun LLC | 25,762 | $7,759 | 03/31/2024 |
CRM | 25,762 | $7,759 | 03/31/2024 |
Wedbush Securities Inc. | 29,482 | $7,758 | 12/31/2023 |
CRM | 29,482 | $7,758 | 12/31/2023 |
Cookson Peirce & Co. Inc. | 25,757 | $7,757 | 03/31/2024 |
CRM | 25,757 | $7,757 | 03/31/2024 |
Burney Co. | 29,433 | $7,745 | 12/31/2023 |
CRM | 29,433 | $7,745 | 12/31/2023 |
Webster Bank N. A. | 25,653 | $7,726 | 03/31/2024 |
CRM | 25,653 | $7,726 | 03/31/2024 |
Everence Capital Management Inc. | 29,160 | $7,673 | 12/31/2023 |
CRM | 29,160 | $7,673 | 12/31/2023 |
United Services Automobile Association | 29,086 | $7,654 | 12/31/2023 |
CRM | 29,086 | $7,654 | 12/31/2023 |
Sierra Summit Advisors LLC | 29,024 | $7,637 | 12/31/2023 |
CRM | 29,024 | $7,637 | 12/31/2023 |
Brighton Jones LLC | 28,871 | $7,597 | 12/31/2023 |
CRM | 28,871 | $7,597 | 12/31/2023 |
MAI Capital Management | 28,851 | $7,592 | 12/31/2023 |
CRM | 28,851 | $7,592 | 12/31/2023 |
Vestor Capital LLC | 28,693 | $7,550 | 12/31/2023 |
CRM | 28,693 | $7,550 | 12/31/2023 |
Desjardins Global Asset Management Inc. | 28,620 | $7,531 | 12/31/2023 |
CRM | 28,620 | $7,531 | 12/31/2023 |
Gifford Fong Associates | 28,586 | $7,522 | 12/31/2023 |
CRM | 28,586 | $7,522 | 12/31/2023 |
CENTRAL TRUST Co | 24,973 | $7,521 | 03/31/2024 |
CRM | 24,973 | $7,521 | 03/31/2024 |
Massmutual Trust Co. FSB ADV | 24,908 | $7,502 | 03/31/2024 |
CRM | 24,908 | $7,502 | 03/31/2024 |
Blue Zone Wealth Advisors LLC | 24,729 | $7,448 | 03/31/2024 |
CRM | 24,729 | $7,448 | 03/31/2024 |
Lido Advisors LLC | $7,443 | 12/31/2023 | |
CRM | 28,788 | $7,575 | 12/31/2023 |
Put | 500 | $132 | 12/31/2023 |
Stelac Advisory Services LLC | 28,158 | $7,409 | 12/31/2023 |
CRM | 28,158 | $7,409 | 12/31/2023 |
Evercore Wealth Management LLC | 27,737 | $7,299 | 12/31/2023 |
CRM | 27,737 | $7,299 | 12/31/2023 |
Fragasso Group Inc. | 24,048 | $7,243 | 03/31/2024 |
CRM | 24,048 | $7,243 | 03/31/2024 |
Bradley & Co. Private Wealth Management LLC | 27,462 | $7,226 | 12/31/2023 |
CRM | 27,462 | $7,226 | 12/31/2023 |
Intech Investment Management LLC | 27,368 | $7,202 | 12/31/2023 |
CRM | 27,368 | $7,202 | 12/31/2023 |
Empowered Funds LLC | 27,316 | $7,188 | 12/31/2023 |
CRM | 27,316 | $7,188 | 12/31/2023 |
Quintet Private Bank Europe S.A. | 27,274 | $7,177 | 12/31/2023 |
CRM | 27,274 | $7,177 | 12/31/2023 |
Hillman Capital Management Inc. | 27,171 | $7,150 | 12/31/2023 |
CRM | 27,171 | $7,150 | 12/31/2023 |
Selkirk Management LLC | 27,000 | $7,105 | 12/31/2023 |
CRM | 27,000 | $7,105 | 12/31/2023 |
Callahan Advisors LLC | 23,542 | $7,090 | 03/31/2024 |
CRM | 23,542 | $7,090 | 03/31/2024 |
Bessemer Group Inc. | 26,911 | $7,082 | 12/31/2023 |
CRM | 26,911 | $7,082 | 12/31/2023 |
Baltimore Washington Financial Advisors Inc. | 26,865 | $7,069 | 12/31/2023 |
CRM | 26,865 | $7,069 | 12/31/2023 |
Wetherby Asset Management Inc. | 26,846 | $7,064 | 12/31/2023 |
CRM | 26,846 | $7,064 | 12/31/2023 |
Evergreen Capital Management LLC | 26,815 | $7,056 | 12/31/2023 |
CRM | 26,815 | $7,056 | 12/31/2023 |
AAFMAA Wealth Management & Trust LLC | 26,714 | $7,030 | 12/31/2023 |
CRM | 26,714 | $7,030 | 12/31/2023 |
Progressive Investment Management Corp | 23,296 | $7,016 | 03/31/2024 |
CRM | 23,296 | $7,016 | 03/31/2024 |
Arrow Financial Corp | 26,579 | $6,994 | 12/31/2023 |
CRM | 26,579 | $6,994 | 12/31/2023 |
Consolidated Investment Group LLC | 23,200 | $6,988 | 03/31/2024 |
CRM | 23,200 | $6,988 | 03/31/2024 |
Chartwell Investment Partners LLC | 26,511 | $6,976 | 12/31/2023 |
CRM | 26,511 | $6,976 | 12/31/2023 |
Ostrum Asset Management | 26,473 | $6,966 | 12/31/2023 |
CRM | 26,473 | $6,966 | 12/31/2023 |
Twin Tree Management LP | $6,963 | 12/31/2023 | |
Put | 450,500 | $118,545 | 12/31/2023 |
Call | 404,300 | $106,388 | 12/31/2023 |
CRM | 72,662 | $19,120 | 12/31/2023 |
LGT Group Foundation | 26,042 | $6,916 | 12/31/2023 |
CRM | 26,042 | $6,916 | 12/31/2023 |
Financial Enhancement Group LLC | 23,460 | $6,905 | 03/31/2024 |
CRM | 23,460 | $6,905 | 03/31/2024 |
Y.D. More Investments Ltd | 26,189 | $6,891 | 12/31/2023 |
CRM | 26,189 | $6,891 | 12/31/2023 |
Lombard Odier Asset Management Europe Ltd | 26,071 | $6,860 | 12/31/2023 |
CRM | 26,071 | $6,860 | 12/31/2023 |
National Asset Management Inc. | 25,932 | $6,824 | 12/31/2023 |
CRM | 25,932 | $6,824 | 12/31/2023 |
Barrier Capital Management LLC | 25,927 | $6,822 | 12/31/2023 |
CRM | 25,927 | $6,822 | 12/31/2023 |
Codex Capital L.L.C. | 25,900 | $6,815 | 12/31/2023 |
CRM | 25,900 | $6,815 | 12/31/2023 |
Lincoln National Corp | 25,808 | $6,791 | 12/31/2023 |
CRM | 25,808 | $6,791 | 12/31/2023 |
Trifecta Capital Advisors LLC | 22,499 | $6,776 | 03/31/2024 |
CRM | 22,499 | $6,776 | 03/31/2024 |
Marietta Wealth Management LLC | 22,472 | $6,768 | 03/31/2024 |
CRM | 22,472 | $6,768 | 03/31/2024 |
Johnson Investment Counsel Inc. | 25,686 | $6,759 | 12/31/2023 |
CRM | 25,686 | $6,759 | 12/31/2023 |
Strategic Blueprint LLC | 22,355 | $6,733 | 03/31/2024 |
CRM | 22,355 | $6,733 | 03/31/2024 |
Gilder Gagnon Howe & Co. LLC | 25,502 | $6,711 | 12/31/2023 |
CRM | 25,502 | $6,711 | 12/31/2023 |
Meridian Management Co. | 23,021 | $6,706 | 12/31/2023 |
CRM | 23,021 | $6,706 | 12/31/2023 |
SP Asset Management LLC | 25,408 | $6,686 | 12/31/2023 |
CRM | 25,408 | $6,686 | 12/31/2023 |
Meiji Yasuda Life Insurance Co | 25,377 | $6,678 | 12/31/2023 |
CRM | 25,377 | $6,678 | 12/31/2023 |
FourThought Financial Partners LLC | 25,364 | $6,674 | 12/31/2023 |
CRM | 25,364 | $6,674 | 12/31/2023 |
Peloton Wealth Strategists | 25,350 | $6,671 | 12/31/2023 |
CRM | 25,350 | $6,671 | 12/31/2023 |
Plimoth Trust Co. LLC | 22,143 | $6,669 | 03/31/2024 |
CRM | 22,143 | $6,669 | 03/31/2024 |
Silicon Valley Capital Partners | 25,320 | $6,663 | 12/31/2023 |
CRM | 25,320 | $6,663 | 12/31/2023 |
KMG Fiduciary Partners LLC | 21,936 | $6,607 | 03/31/2024 |
CRM | 21,936 | $6,607 | 03/31/2024 |
AXS Investments LLC | 25,007 | $6,580 | 12/31/2023 |
CRM | 25,007 | $6,580 | 12/31/2023 |
Mondrian Capital Management LLC | 25,000 | $6,578 | 12/31/2023 |
CRM | 25,000 | $6,578 | 12/31/2023 |
Checchi Capital Advisers LLC | 21,830 | $6,575 | 03/31/2024 |
CRM | 21,830 | $6,575 | 03/31/2024 |
PGGM Investments | 24,734 | $6,509 | 12/31/2023 |
CRM | 24,734 | $6,509 | 12/31/2023 |
Penserra Capital Management LLC | 24,574 | $6,464 | 12/31/2023 |
CRM | 24,574 | $6,464 | 12/31/2023 |
HRT Financial LP | $6,454 | 12/31/2023 | |
CRM | 18,531 | $4,876 | 12/31/2023 |
PUT | 6,000 | $1,578 | 12/31/2023 |
Dillon & Associates Inc. | 24,421 | $6,423 | 12/31/2023 |
CRM | 24,421 | $6,423 | 12/31/2023 |
XR Securities LLC | $6,421 | 12/31/2023 | |
Call | 48,100 | $12,657 | 12/31/2023 |
Put | 23,700 | $6,236 | 12/31/2023 |
AIA Group Ltd | 24,393 | $6,419 | 12/31/2023 |
CRM | 24,393 | $6,419 | 12/31/2023 |
ST Germain D J Co. Inc. | 21,286 | $6,411 | 03/31/2024 |
CRM | 21,286 | $6,411 | 03/31/2024 |
Cohen Capital Management Inc. | 24,359 | $6,410 | 12/31/2023 |
CRM | 24,359 | $6,410 | 12/31/2023 |
Boston Financial Mangement LLC | 24,332 | $6,403 | 12/31/2023 |
CRM | 24,332 | $6,403 | 12/31/2023 |
Soltis Investment Advisors LLC | 24,233 | $6,377 | 12/31/2023 |
CRM | 24,233 | $6,377 | 12/31/2023 |
Knollwood Investment Advisory LLC | 24,180 | $6,363 | 12/31/2023 |
CRM | 24,180 | $6,363 | 12/31/2023 |
Twin Capital Management Inc. | 24,106 | $6,343 | 12/31/2023 |
CRM | 24,106 | $6,343 | 12/31/2023 |
DE Burlo Group Inc. | 23,979 | $6,310 | 12/31/2023 |
CRM | 23,979 | $6,310 | 12/31/2023 |
Pioneer Trust Bank N A OR | 20,905 | $6,296 | 03/31/2024 |
CRM | 20,905 | $6,296 | 03/31/2024 |
Kornitzer Capital Management Inc. KS | 23,863 | $6,279 | 12/31/2023 |
CRM | 23,863 | $6,279 | 12/31/2023 |
Jump Financial LLC | 23,845 | $6,275 | 12/31/2023 |
CRM | 23,845 | $6,275 | 12/31/2023 |
RSM US Wealth Management LLC | 23,829 | $6,270 | 12/31/2023 |
CRM | 23,829 | $6,270 | 12/31/2023 |
Zacks Investment Management | 23,716 | $6,241 | 12/31/2023 |
CRM | 23,716 | $6,241 | 12/31/2023 |
Veriti Management LLC | 20,704 | $6,236 | 03/31/2024 |
CRM | 20,704 | $6,236 | 03/31/2024 |
Dynamic Advisor Solutions LLC | 20,650 | $6,219 | 03/31/2024 |
CRM | 20,650 | $6,219 | 03/31/2024 |
Bank Hapoalim BM | 23,631 | $6,218 | 12/31/2023 |
CRM | 23,631 | $6,218 | 12/31/2023 |
Alberta Investment Management Corp | 23,500 | $6,184 | 12/31/2023 |
CRM | 23,500 | $6,184 | 12/31/2023 |
Venture Visionary Partners LLC | 23,415 | $6,161 | 12/31/2023 |
CRM | 23,415 | $6,161 | 12/31/2023 |
Westbourne Investment Advisors Inc. | 20,440 | $6,156 | 03/31/2024 |
CRM | 20,440 | $6,156 | 03/31/2024 |
V Square Quantitative Management LLC | 20,405 | $6,146 | 03/31/2024 |
CRM | 20,405 | $6,146 | 03/31/2024 |
Bridge Creek Capital Management LLC | 20,374 | $6,136 | 03/31/2024 |
CRM | 20,374 | $6,136 | 03/31/2024 |
Sompo Asset Management Co. Ltd. | 23,290 | $6,129 | 12/31/2023 |
CRM | 23,290 | $6,129 | 12/31/2023 |
Siemens Fonds Invest GmbH | 23,166 | $6,096 | 12/31/2023 |
CRM | 23,166 | $6,096 | 12/31/2023 |
Cullen Investment Group LTD. | 20,015 | $6,085 | 03/31/2024 |
CRM | 20,015 | $6,085 | 03/31/2024 |
Van Strum & Towne Inc. | 23,109 | $6,081 | 12/31/2023 |
CRM | 23,109 | $6,081 | 12/31/2023 |
D L Carlson Investment Group Inc. | 20,812 | $6,076 | 12/31/2023 |
CRM | 20,812 | $6,076 | 12/31/2023 |
HBW Advisory Services LLC | 20,111 | $6,057 | 03/31/2024 |
CRM | 20,111 | $6,057 | 03/31/2024 |
Petredis Investment Advisors LLC | 20,109 | $6,056 | 03/31/2024 |
CRM | 20,109 | $6,056 | 03/31/2024 |
AMS Capital Ltda | 20,090 | $6,050 | 03/31/2024 |
CRM | 20,090 | $6,050 | 03/31/2024 |
Allworth Financial LP | 20,029 | $6,032 | 03/31/2024 |
CRM | 20,029 | $6,032 | 03/31/2024 |
Eastover Investment Advisors LLC | 20,011 | $6,027 | 03/31/2024 |
CRM | 20,011 | $6,027 | 03/31/2024 |
Vision Capital Management Inc. | 22,725 | $5,980 | 12/31/2023 |
CRM | 22,725 | $5,980 | 12/31/2023 |
Meritage Portfolio Management | 22,667 | $5,965 | 12/31/2023 |
CRM | 22,667 | $5,965 | 12/31/2023 |
Simplex Trading LLC | $5,949 | 03/31/2024 | |
Call | 854,200 | $257,267 | 03/31/2024 |
Put | 849,700 | $255,912 | 03/31/2024 |
CRM | 15,255 | $4,594 | 03/31/2024 |
Elite Wealth Management Inc. | 19,702 | $5,934 | 03/31/2024 |
CRM | 19,702 | $5,934 | 03/31/2024 |
Unisphere Establishment | 22,500 | $5,921 | 12/31/2023 |
CRM | 22,500 | $5,921 | 12/31/2023 |
Thoroughbred Financial Services LLC | 22,474 | $5,913 | 12/31/2023 |
CRM | 22,474 | $5,913 | 12/31/2023 |
Kerrisdale Advisers LLC | 22,469 | $5,912 | 12/31/2023 |
CRM | 22,469 | $5,912 | 12/31/2023 |
Iowa State Bank | 19,616 | $5,908 | 03/31/2024 |
CRM | 19,616 | $5,908 | 03/31/2024 |
Patton Fund Management Inc. | 22,421 | $5,900 | 12/31/2023 |
CRM | 22,421 | $5,900 | 12/31/2023 |
Bouvel Investment Partners LLC | 19,495 | $5,871 | 03/31/2024 |
CRM | 19,495 | $5,871 | 03/31/2024 |
Brown Brothers Harriman & Co. | 22,166 | $5,833 | 12/31/2023 |
CRM | 22,166 | $5,833 | 12/31/2023 |
Icon Wealth Advisors LLC | 22,144 | $5,827 | 12/31/2023 |
CRM | 22,144 | $5,827 | 12/31/2023 |
Sawtooth Solutions LLC | 22,052 | $5,803 | 12/31/2023 |
CRM | 22,052 | $5,803 | 12/31/2023 |
M. Kulyk & Associates LLC | 22,009 | $5,791 | 12/31/2023 |
CRM | 22,009 | $5,791 | 12/31/2023 |
Golden State Equity Partners | 21,962 | $5,779 | 12/31/2023 |
CRM | 21,962 | $5,779 | 12/31/2023 |
EP Wealth Advisors LLC | 21,898 | $5,762 | 12/31/2023 |
CRM | 21,898 | $5,762 | 12/31/2023 |
Boston Private Wealth LLC | 21,869 | $5,755 | 12/31/2023 |
CRM | 21,869 | $5,755 | 12/31/2023 |
Chemung Canal Trust Co. | 19,006 | $5,724 | 03/31/2024 |
CRM | 19,006 | $5,724 | 03/31/2024 |
Moody Lynn & Lieberson LLC | 19,004 | $5,724 | 03/31/2024 |
CRM | 19,004 | $5,724 | 03/31/2024 |
Miracle Mile Advisors LLC | 18,946 | $5,706 | 03/31/2024 |
CRM | 18,946 | $5,706 | 03/31/2024 |
Shelton Capital Management | 21,657 | $5,699 | 12/31/2023 |
CRM | 21,657 | $5,699 | 12/31/2023 |
Roanoke Asset Management Corp NY | 21,620 | $5,689 | 12/31/2023 |
CRM | 21,620 | $5,689 | 12/31/2023 |
Sawyer & Company Inc | 18,785 | $5,658 | 03/31/2024 |
CRM | 18,785 | $5,658 | 03/31/2024 |
Palo DS Manager LLC | 21,486 | $5,654 | 12/31/2023 |
CRM | 21,486 | $5,654 | 12/31/2023 |
First Horizon Advisors Inc. | 18,768 | $5,653 | 03/31/2024 |
CRM | 18,768 | $5,653 | 03/31/2024 |
HighPoint Advisor Group LLC | 18,455 | $5,648 | 12/31/2023 |
CRM | 18,455 | $5,648 | 12/31/2023 |
Hyman Charles D | 21,459 | $5,647 | 12/31/2023 |
CRM | 21,459 | $5,647 | 12/31/2023 |
Phoenix Holdings Ltd. | 21,453 | $5,645 | 12/31/2023 |
CRM | 21,453 | $5,645 | 12/31/2023 |
Parsons Capital Management Inc. RI | 18,588 | $5,598 | 03/31/2024 |
CRM | 18,588 | $5,598 | 03/31/2024 |
Lazard Freres Gestion S.A.S. | 21,232 | $5,587 | 12/31/2023 |
CRM | 21,232 | $5,587 | 12/31/2023 |
Concurrent Investment Advisors LLC | 47,073 | $5,571 | 12/31/2023 |
CRM | 47,073 | $5,571 | 12/31/2023 |
Argent Trust Co | 21,109 | $5,555 | 12/31/2023 |
CRM | 21,109 | $5,555 | 12/31/2023 |
RB Capital Management LLC | 21,036 | $5,535 | 12/31/2023 |
CRM | 21,036 | $5,535 | 12/31/2023 |
Trust Co of Kansas | 21,014 | $5,530 | 12/31/2023 |
CRM | 21,014 | $5,530 | 12/31/2023 |
Liontrust Investment Partners LLP | 21,000 | $5,526 | 12/31/2023 |
CRM | 21,000 | $5,526 | 12/31/2023 |
Harbour Capital Advisors LLC | 18,035 | $5,483 | 03/31/2024 |
CRM | 18,035 | $5,483 | 03/31/2024 |
Once Capital Management LLC | 20,800 | $5,473 | 12/31/2023 |
CRM | 20,800 | $5,473 | 12/31/2023 |
Linden Thomas Advisory Services LLC | 20,716 | $5,451 | 12/31/2023 |
CRM | 20,716 | $5,451 | 12/31/2023 |
Bleakley Financial Group LLC | 20,669 | $5,439 | 12/31/2023 |
CRM | 20,669 | $5,439 | 12/31/2023 |
Bank of Nova Scotia Trust Co. | 20,579 | $5,415 | 12/31/2023 |
CRM | 20,579 | $5,415 | 12/31/2023 |
Integrated Wealth Concepts LLC | 20,491 | $5,392 | 12/31/2023 |
CRM | 20,491 | $5,392 | 12/31/2023 |
Woodmont Investment Counsel LLC | 17,896 | $5,390 | 03/31/2024 |
CRM | 17,896 | $5,390 | 03/31/2024 |
Cyndeo Wealth Partners LLC | 17,890 | $5,388 | 03/31/2024 |
CRM | 17,890 | $5,388 | 03/31/2024 |
Redwood Investments LLC | 20,337 | $5,351 | 12/31/2023 |
CRM | 20,337 | $5,351 | 12/31/2023 |
Dorsey & Whitney Trust CO LLC | 20,120 | $5,294 | 12/31/2023 |
CRM | 20,120 | $5,294 | 12/31/2023 |
FJ Investments LLC | 20,000 | $5,263 | 12/31/2023 |
CRM | 20,000 | $5,263 | 12/31/2023 |
Cullinan Associates Inc. | 17,447 | $5,255 | 03/31/2024 |
CRM | 17,447 | $5,255 | 03/31/2024 |
YHB Investment Advisors Inc. | 17,290 | $5,207 | 03/31/2024 |
CRM | 17,290 | $5,207 | 03/31/2024 |
Dfpg Investments LLC | 20,561 | $5,178 | 12/31/2023 |
CRM | 20,561 | $5,178 | 12/31/2023 |
Peapack Gladstone Financial Corp | 19,671 | $5,177 | 12/31/2023 |
CRM | 19,671 | $5,177 | 12/31/2023 |
Colony Group LLC | 19,666 | $5,175 | 12/31/2023 |
CRM | 19,666 | $5,175 | 12/31/2023 |
Garde Capital Inc. | 19,653 | $5,171 | 12/31/2023 |
CRM | 19,653 | $5,171 | 12/31/2023 |
Bailard Inc. | 19,594 | $5,156 | 12/31/2023 |
CRM | 19,594 | $5,156 | 12/31/2023 |
Canandaigua National Bank & Trust Co. | 17,057 | $5,137 | 03/31/2024 |
CRM | 17,057 | $5,137 | 03/31/2024 |
Gladstone Institutional Advisory LLC | 19,490 | $5,129 | 12/31/2023 |
CRM | 19,490 | $5,129 | 12/31/2023 |
Sowell Financial Services LLC | 19,396 | $5,104 | 12/31/2023 |
CRM | 19,396 | $5,104 | 12/31/2023 |
Asio Capital LLC | 16,731 | $5,046 | 03/31/2024 |
CRM | 16,731 | $5,046 | 03/31/2024 |
Baker Tilly Financial LLC | 19,171 | $5,045 | 12/31/2023 |
CRM | 19,171 | $5,045 | 12/31/2023 |
Wealth Advisors of Tampa Bay LLC | 19,130 | $5,034 | 12/31/2023 |
CRM | 19,130 | $5,034 | 12/31/2023 |
David J Yvars Group | 16,562 | $4,988 | 03/31/2024 |
CRM | 16,562 | $4,988 | 03/31/2024 |
Horizon Investments LLC | 18,796 | $4,946 | 12/31/2023 |
CRM | 18,796 | $4,946 | 12/31/2023 |
Zions Bancorporation N.A. | 18,777 | $4,941 | 12/31/2023 |
CRM | 18,777 | $4,941 | 12/31/2023 |
Timber Creek Capital Management LLC | 16,400 | $4,940 | 03/31/2024 |
CRM | 16,400 | $4,940 | 03/31/2024 |
Foundations Investment Advisors LLC | 17,373 | $4,930 | 12/31/2023 |
CRM | 17,373 | $4,930 | 12/31/2023 |
Ballentine Partners LLC | 16,340 | $4,921 | 03/31/2024 |
CRM | 16,340 | $4,921 | 03/31/2024 |
Meridian Wealth Advisors LLC | 18,682 | $4,916 | 12/31/2023 |
CRM | 18,682 | $4,916 | 12/31/2023 |
Bray Capital Advisors | 18,636 | $4,904 | 12/31/2023 |
CRM | 18,636 | $4,904 | 12/31/2023 |
FRG Family Wealth Advisors LLC | 18,632 | $4,903 | 12/31/2023 |
CRM | 18,632 | $4,903 | 12/31/2023 |
Sfmg LLC | 18,630 | $4,902 | 12/31/2023 |
CRM | 18,630 | $4,902 | 12/31/2023 |
Apollon Wealth Management LLC | 18,551 | $4,881 | 12/31/2023 |
CRM | 18,551 | $4,881 | 12/31/2023 |
Harbor Capital Advisors Inc. | 18,433 | $4,850 | 12/31/2023 |
CRM | 18,433 | $4,850 | 12/31/2023 |
Azzad Asset Management Inc. ADV | 16,014 | $4,823 | 03/31/2024 |
CRM | 16,014 | $4,823 | 03/31/2024 |
First Hawaiian Bank | 15,966 | $4,809 | 03/31/2024 |
CRM | 15,966 | $4,809 | 03/31/2024 |
Wedmont Private Capital | 15,904 | $4,809 | 03/31/2024 |
CRM | 15,904 | $4,809 | 03/31/2024 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 18,246 | $4,801 | 12/31/2023 |
CRM | 18,246 | $4,801 | 12/31/2023 |
Oak Associates Ltd. OH | 18,210 | $4,792 | 12/31/2023 |
CRM | 18,210 | $4,792 | 12/31/2023 |
SeaBridge Investment Advisors LLC | 18,184 | $4,785 | 12/31/2023 |
CRM | 18,184 | $4,785 | 12/31/2023 |
CAPROCK Group Inc. | 18,149 | $4,776 | 12/31/2023 |
CRM | 18,149 | $4,776 | 12/31/2023 |
Signaturefd LLC | 18,123 | $4,769 | 12/31/2023 |
CRM | 18,123 | $4,769 | 12/31/2023 |
Benson Investment Management Company Inc. | 15,797 | $4,758 | 03/31/2024 |
CRM | 15,797 | $4,758 | 03/31/2024 |
First Interstate Bank | 18,077 | $4,757 | 12/31/2023 |
CRM | 18,077 | $4,757 | 12/31/2023 |
NEOS Investment Management LLC | 18,027 | $4,744 | 12/31/2023 |
CRM | 18,027 | $4,744 | 12/31/2023 |
HBK Investments L P | $4,710 | 12/31/2023 | |
Call | 17,900 | $4,710 | 12/31/2023 |
Vident Advisory LLC | 17,894 | $4,709 | 12/31/2023 |
CRM | 17,894 | $4,709 | 12/31/2023 |
Beck Capital Management LLC | 17,884 | $4,706 | 12/31/2023 |
CRM | 17,884 | $4,706 | 12/31/2023 |
Red Door Wealth Management LLC | 15,604 | $4,700 | 03/31/2024 |
CRM | 15,604 | $4,700 | 03/31/2024 |
BOKF NA | 17,849 | $4,697 | 12/31/2023 |
CRM | 17,849 | $4,697 | 12/31/2023 |
South State CORP. | 17,818 | $4,689 | 12/31/2023 |
CRM | 17,818 | $4,689 | 12/31/2023 |
Aperture Investors LLC | 17,787 | $4,680 | 12/31/2023 |
CRM | 17,787 | $4,680 | 12/31/2023 |
Jupiter Asset Management Ltd. | 17,675 | $4,651 | 12/31/2023 |
CRM | 17,675 | $4,651 | 12/31/2023 |
Adviser Investments LLC | 17,649 | $4,644 | 12/31/2023 |
CRM | 17,649 | $4,644 | 12/31/2023 |
Cabot Wealth Management Inc. | 17,464 | $4,595 | 12/31/2023 |
CRM | 17,464 | $4,595 | 12/31/2023 |
Invst LLC | 16,001 | $4,574 | 12/31/2023 |
CRM | 16,001 | $4,574 | 12/31/2023 |
Arlington Financial Advisors LLC | 15,099 | $4,548 | 03/31/2024 |
CRM | 15,099 | $4,548 | 03/31/2024 |
Prentiss Smith & Co. Inc. | 17,175 | $4,519 | 12/31/2023 |
CRM | 17,175 | $4,519 | 12/31/2023 |
Asahi Life Asset Management CO. LTD. | 17,138 | $4,510 | 12/31/2023 |
CRM | 17,138 | $4,510 | 12/31/2023 |
Cavalier Investments LLC | 14,947 | $4,502 | 03/31/2024 |
CRM | 14,947 | $4,502 | 03/31/2024 |
Investment Research & Advisory Group Inc. | 14,843 | $4,470 | 03/31/2024 |
CRM | 14,843 | $4,470 | 03/31/2024 |
Condor Capital Management | 16,962 | $4,463 | 12/31/2023 |
CRM | 16,962 | $4,463 | 12/31/2023 |
Hudson Capital Management LLC | 14,793 | $4,455 | 03/31/2024 |
CRM | 14,793 | $4,455 | 03/31/2024 |
Xcel Wealth Management LLC | 14,744 | $4,441 | 03/31/2024 |
CRM | 14,744 | $4,441 | 03/31/2024 |
KCM Investment Advisors LLC | 16,808 | $4,423 | 12/31/2023 |
CRM | 16,808 | $4,423 | 12/31/2023 |
BNC Wealth Management LLC | 14,673 | $4,419 | 03/31/2024 |
CRM | 14,673 | $4,419 | 03/31/2024 |
Hills Bank & Trust Co | 16,731 | $4,403 | 12/31/2023 |
CRM | 16,731 | $4,403 | 12/31/2023 |
Savant Capital LLC | 16,576 | $4,362 | 12/31/2023 |
CRM | 16,576 | $4,362 | 12/31/2023 |
WCG Wealth Advisors LLC | 16,539 | $4,352 | 12/31/2023 |
CRM | 16,539 | $4,352 | 12/31/2023 |
Edmond DE Rothschild Holding S.A. | 16,407 | $4,317 | 12/31/2023 |
CRM | 16,407 | $4,317 | 12/31/2023 |
Trust Co. of Toledo NA OH | 14,309 | $4,310 | 03/31/2024 |
CRM | 14,309 | $4,310 | 03/31/2024 |
UNIVEST FINANCIAL Corp | 16,353 | $4,303 | 12/31/2023 |
CRM | 16,353 | $4,303 | 12/31/2023 |
Pitcairn Co. | 16,261 | $4,279 | 12/31/2023 |
CRM | 16,261 | $4,279 | 12/31/2023 |
Kingswood Wealth Advisors LLC | 14,187 | $4,273 | 03/31/2024 |
CRM | 14,187 | $4,273 | 03/31/2024 |
WINTON GROUP Ltd | 16,161 | $4,253 | 12/31/2023 |
CRM | 16,161 | $4,253 | 12/31/2023 |
NBT Bank N A NY | 14,098 | $4,246 | 03/31/2024 |
CRM | 14,098 | $4,246 | 03/31/2024 |
Charter Trust Co. | 14,079 | $4,240 | 03/31/2024 |
CRM | 14,079 | $4,240 | 03/31/2024 |
Wahed Invest LLC | 16,096 | $4,236 | 12/31/2023 |
CRM | 16,096 | $4,236 | 12/31/2023 |
WD Rutherford LLC | 14,055 | $4,233 | 03/31/2024 |
CRM | 14,055 | $4,233 | 03/31/2024 |
Pegasus Asset Management Inc. | 16,084 | $4,232 | 12/31/2023 |
CRM | 16,084 | $4,232 | 12/31/2023 |
Vickerman Investment Advisors Inc. | 15,885 | $4,180 | 12/31/2023 |
CRM | 15,885 | $4,180 | 12/31/2023 |
Linscomb & Williams Inc. | 15,881 | $4,179 | 12/31/2023 |
CRM | 15,881 | $4,179 | 12/31/2023 |
Alliance Wealth Advisors LLC UT | 15,826 | $4,164 | 12/31/2023 |
CRM | 15,826 | $4,164 | 12/31/2023 |
Whalerock Point Partners LLC | 15,814 | $4,161 | 12/31/2023 |
CRM | 15,814 | $4,161 | 12/31/2023 |
Systematic Alpha Investments LLC | 15,624 | $4,111 | 12/31/2023 |
CRM | 15,624 | $4,111 | 12/31/2023 |
Private Wealth Partners LLC | 15,558 | $4,094 | 12/31/2023 |
CRM | 15,558 | $4,094 | 12/31/2023 |
Cornerstone Wealth Group LLC | 13,553 | $4,082 | 03/31/2024 |
CRM | 13,553 | $4,082 | 03/31/2024 |
Gateway Advisory LLC | 15,472 | $4,071 | 12/31/2023 |
CRM | 15,472 | $4,071 | 12/31/2023 |
Moreno Evelyn V | 15,283 | $4,022 | 12/31/2023 |
CRM | 15,283 | $4,022 | 12/31/2023 |
PFG Investments LLC | 13,339 | $4,017 | 03/31/2024 |
CRM | 13,339 | $4,017 | 03/31/2024 |
Lombard Odier Asset Management Switzerland SA | 15,240 | $4,010 | 12/31/2023 |
CRM | 15,240 | $4,010 | 12/31/2023 |
IPG Investment Advisors LLC | 15,228 | $4,007 | 12/31/2023 |
CRM | 15,228 | $4,007 | 12/31/2023 |
NewSquare Capital LLC | 15,130 | $3,981 | 12/31/2023 |
CRM | 15,130 | $3,981 | 12/31/2023 |
HighVista Strategies LLC | 14,979 | $3,942 | 12/31/2023 |
CRM | 14,979 | $3,942 | 12/31/2023 |
Ashton Thomas Private Wealth LLC | 12,979 | $3,909 | 03/31/2024 |
CRM | 12,979 | $3,909 | 03/31/2024 |
Granite Investment Partners LLC | 14,780 | $3,889 | 12/31/2023 |
CRM | 14,780 | $3,889 | 12/31/2023 |
Privium Fund Management UK Ltd | 15,011 | $3,873 | 12/31/2023 |
CRM | 15,011 | $3,873 | 12/31/2023 |
Ritholtz Wealth Management | 12,849 | $3,870 | 03/31/2024 |
CRM | 12,849 | $3,870 | 03/31/2024 |
Sepio Capital LP | 14,609 | $3,844 | 12/31/2023 |
CRM | 14,609 | $3,844 | 12/31/2023 |
Arlington Partners LLC | 12,727 | $3,833 | 03/31/2024 |
CRM | 12,727 | $3,833 | 03/31/2024 |
Coldstream Capital Management Inc. | 14,566 | $3,833 | 12/31/2023 |
CRM | 14,566 | $3,833 | 12/31/2023 |
Courier Capital LLC | 12,721 | $3,831 | 03/31/2024 |
CRM | 12,721 | $3,831 | 03/31/2024 |
Integrated Advisors Network LLC | 14,529 | $3,823 | 12/31/2023 |
CRM | 14,529 | $3,823 | 12/31/2023 |
Canal Capital Management LLC | 12,679 | $3,819 | 03/31/2024 |
CRM | 12,679 | $3,819 | 03/31/2024 |
Quadrant Private Wealth Management LLC | 14,497 | $3,815 | 12/31/2023 |
CRM | 14,497 | $3,815 | 12/31/2023 |
Independence Bank of Kentucky | 12,646 | $3,809 | 03/31/2024 |
CRM | 12,646 | $3,809 | 03/31/2024 |
Modus Advisors LLC | 12,602 | $3,795 | 03/31/2024 |
CRM | 12,602 | $3,795 | 03/31/2024 |
Northeast Financial Consultants Inc | 14,421 | $3,795 | 12/31/2023 |
CRM | 14,421 | $3,795 | 12/31/2023 |
Clark Capital Management Group Inc. | 14,331 | $3,771 | 12/31/2023 |
CRM | 14,331 | $3,771 | 12/31/2023 |
Beech Hill Advisors Inc. | 12,504 | $3,766 | 03/31/2024 |
CRM | 12,504 | $3,766 | 03/31/2024 |
Equitable Holdings Inc. | 14,305 | $3,764 | 12/31/2023 |
CRM | 14,305 | $3,764 | 12/31/2023 |
Transatlantique Private Wealth LLC | 14,376 | $3,758 | 12/31/2023 |
CRM | 14,376 | $3,758 | 12/31/2023 |
NBC Securities Inc. | 12,404 | $3,735 | 03/31/2024 |
CRM | 12,404 | $3,735 | 03/31/2024 |
Smithbridge Asset Management Inc. DE | 14,059 | $3,699 | 12/31/2023 |
CRM | 14,059 | $3,699 | 12/31/2023 |
Schechter Investment Advisors LLC | 14,053 | $3,698 | 12/31/2023 |
CRM | 14,053 | $3,698 | 12/31/2023 |
Cozad Asset Management Inc. | 14,048 | $3,697 | 12/31/2023 |
CRM | 14,048 | $3,697 | 12/31/2023 |
Garrett Investment Advisors LLC | 12,255 | $3,691 | 03/31/2024 |
CRM | 12,255 | $3,691 | 03/31/2024 |
Livforsakringsbolaget Skandia Omsesidigt | 12,236 | $3,685 | 03/31/2024 |
CRM | 12,236 | $3,685 | 03/31/2024 |
Interval Partners LP | 14,000 | $3,684 | 12/31/2023 |
CRM | 14,000 | $3,684 | 12/31/2023 |
Capital Analysts LLC | 14,001 | $3,684 | 12/31/2023 |
CRM | 14,001 | $3,684 | 12/31/2023 |
Hixon Zuercher LLC | 13,978 | $3,678 | 12/31/2023 |
CRM | 13,978 | $3,678 | 12/31/2023 |
Finer Wealth Management Inc. | 12,193 | $3,672 | 03/31/2024 |
CRM | 12,193 | $3,672 | 03/31/2024 |
Hel Ved Capital Management Ltd | 13,940 | $3,668 | 12/31/2023 |
CRM | 13,940 | $3,668 | 12/31/2023 |
SeaCrest Wealth Management LLC | 12,148 | $3,659 | 03/31/2024 |
CRM | 12,148 | $3,659 | 03/31/2024 |
Stansberry Asset Management LLC | 13,845 | $3,643 | 12/31/2023 |
CRM | 13,845 | $3,643 | 12/31/2023 |
Telemus Capital LLC | 13,780 | $3,626 | 12/31/2023 |
CRM | 13,780 | $3,626 | 12/31/2023 |
HB Wealth Management LLC | 13,763 | $3,622 | 12/31/2023 |
CRM | 13,763 | $3,622 | 12/31/2023 |
Sumitomo Life Insurance Co. | 12,005 | $3,616 | 03/31/2024 |
CRM | 12,005 | $3,616 | 03/31/2024 |
Asset Dedication LLC | 11,914 | $3,614 | 03/31/2024 |
CRM | 11,914 | $3,614 | 03/31/2024 |
TKG Advisors LLC | 13,712 | $3,608 | 12/31/2023 |
CRM | 13,712 | $3,608 | 12/31/2023 |
Clearstead Advisors LLC | 13,606 | $3,580 | 12/31/2023 |
CRM | 13,606 | $3,580 | 12/31/2023 |
Arthur M. Cohen & Associates LLC | 11,868 | $3,574 | 03/31/2024 |
CRM | 11,868 | $3,574 | 03/31/2024 |
Caliber Wealth Management LLC | 11,857 | $3,571 | 03/31/2024 |
CRM | 11,857 | $3,571 | 03/31/2024 |
Wunderlich Capital Managemnt | 13,547 | $3,565 | 12/31/2023 |
CRM | 13,547 | $3,565 | 12/31/2023 |
a16z Perennial Management L.P. | $3,560 | 12/31/2023 | |
CRM | 42,328 | $11,138 | 12/31/2023 |
Put | 28,800 | $7,578 | 12/31/2023 |
Rational Advisors LLC | 11,799 | $3,554 | 03/31/2024 |
CRM | 11,799 | $3,554 | 03/31/2024 |
Mirova | 13,468 | $3,544 | 12/31/2023 |
CRM | 13,468 | $3,544 | 12/31/2023 |
Gilliland Jeter Wealth Management LLC | 13,405 | $3,527 | 12/31/2023 |
CRM | 13,405 | $3,527 | 12/31/2023 |
Harrell Investment Partners LLC | 13,399 | $3,526 | 12/31/2023 |
CRM | 13,399 | $3,526 | 12/31/2023 |
Sendero Wealth Management LLC | 11,643 | $3,507 | 03/31/2024 |
CRM | 11,643 | $3,507 | 03/31/2024 |
Meiji Yasuda Asset Management Co Ltd. | 13,316 | $3,504 | 12/31/2023 |
CRM | 13,316 | $3,504 | 12/31/2023 |
New Hampshire Trust | 11,587 | $3,490 | 03/31/2024 |
CRM | 11,587 | $3,490 | 03/31/2024 |
Transcend Wealth Collective LLC | 13,240 | $3,484 | 12/31/2023 |
CRM | 13,240 | $3,484 | 12/31/2023 |
180 Wealth Advisors LLC | 11,528 | $3,472 | 03/31/2024 |
CRM | 11,528 | $3,472 | 03/31/2024 |
Qsemble Capital Management LP | 13,040 | $3,431 | 12/31/2023 |
CRM | 13,040 | $3,431 | 12/31/2023 |
Laurel Wealth Advisors LLC | 13,028 | $3,428 | 12/31/2023 |
CRM | 13,028 | $3,428 | 12/31/2023 |
Birch Hill Investment Advisors LLC | 12,953 | $3,408 | 12/31/2023 |
CRM | 12,953 | $3,408 | 12/31/2023 |
Enterprise Bank & Trust Co | 11,295 | $3,402 | 03/31/2024 |
CRM | 11,295 | $3,402 | 03/31/2024 |
Icon Advisers Inc. Co. | 12,900 | $3,395 | 12/31/2023 |
CRM | 12,900 | $3,395 | 12/31/2023 |
Advisors Asset Management Inc. | 12,900 | $3,395 | 12/31/2023 |
CRM | 12,900 | $3,395 | 12/31/2023 |
Mango Five Family Inc. | 12,900 | $3,395 | 12/31/2023 |
CRM | 12,900 | $3,395 | 12/31/2023 |
Kovack Advisors Inc. | 11,252 | $3,389 | 03/31/2024 |
CRM | 11,252 | $3,389 | 03/31/2024 |
We Are One Seven LLC | 12,849 | $3,381 | 12/31/2023 |
CRM | 12,849 | $3,381 | 12/31/2023 |
First Manhattan Co. | 12,824 | $3,375 | 12/31/2023 |
CRM | 12,824 | $3,375 | 12/31/2023 |
Synergy Financial Management LLC | 11,115 | $3,348 | 03/31/2024 |
CRM | 11,115 | $3,348 | 03/31/2024 |
Westpac Banking Corp | 12,610 | $3,318 | 12/31/2023 |
CRM | 12,610 | $3,318 | 12/31/2023 |
Connable Office Inc. | 12,575 | $3,309 | 12/31/2023 |
CRM | 12,575 | $3,309 | 12/31/2023 |
Capital Wealth Planning LLC | 12,565 | $3,306 | 12/31/2023 |
CRM | 12,565 | $3,306 | 12/31/2023 |
Citizens Business Bank | 10,966 | $3,303 | 03/31/2024 |
CRM | 10,966 | $3,303 | 03/31/2024 |
Winch Advisory Services LLC | 12,546 | $3,301 | 12/31/2023 |
CRM | 12,546 | $3,301 | 12/31/2023 |
Ocean Capital Management LLC | 12,455 | $3,277 | 12/31/2023 |
CRM | 12,455 | $3,277 | 12/31/2023 |
Geneos Wealth Management Inc. | 12,374 | $3,256 | 12/31/2023 |
CRM | 12,374 | $3,256 | 12/31/2023 |
Executive Wealth Management LLC | 12,315 | $3,241 | 12/31/2023 |
CRM | 12,315 | $3,241 | 12/31/2023 |
Grove Bank & Trust | 12,253 | $3,224 | 12/31/2023 |
CRM | 12,253 | $3,224 | 12/31/2023 |
Glynn Capital Management LLC | 12,197 | $3,210 | 12/31/2023 |
CRM | 12,197 | $3,210 | 12/31/2023 |
Principal Securities Inc. | 12,130 | $3,192 | 12/31/2023 |
CRM | 12,130 | $3,192 | 12/31/2023 |
Private Trust Co. NA | 10,591 | $3,190 | 03/31/2024 |
CRM | 10,591 | $3,190 | 03/31/2024 |
Cohen Investment Advisors LLC | 10,593 | $3,190 | 03/31/2024 |
CRM | 10,593 | $3,190 | 03/31/2024 |
Roundview Capital LLC | 12,095 | $3,183 | 12/31/2023 |
CRM | 12,095 | $3,183 | 12/31/2023 |
Symphony Financial Ltd. Co. | 10,535 | $3,173 | 03/31/2024 |
CRM | 10,535 | $3,173 | 03/31/2024 |
Aspiriant LLC | 10,494 | $3,161 | 03/31/2024 |
CRM | 10,494 | $3,161 | 03/31/2024 |
Processus Wealth & Capital Management LLC | 10,470 | $3,153 | 03/31/2024 |
CRM | 10,470 | $3,153 | 03/31/2024 |
Roberts Wealth Advisors LLC | 10,450 | $3,147 | 03/31/2024 |
CRM | 10,450 | $3,147 | 03/31/2024 |
Coastline Trust Co | 10,419 | $3,138 | 03/31/2024 |
CRM | 10,419 | $3,138 | 03/31/2024 |
Atlantic Trust LLC | 11,912 | $3,135 | 12/31/2023 |
CRM | 11,912 | $3,135 | 12/31/2023 |
Houlihan Financial Resource Group Ltd. | 11,846 | $3,117 | 12/31/2023 |
CRM | 11,846 | $3,117 | 12/31/2023 |
Nvwm LLC | 11,862 | $3,093 | 12/31/2023 |
CRM | 11,862 | $3,093 | 12/31/2023 |
Clarius Group LLC | 10,261 | $3,090 | 03/31/2024 |
CRM | 10,261 | $3,090 | 03/31/2024 |
Qtron Investments LLC | 11,738 | $3,089 | 12/31/2023 |
CRM | 11,738 | $3,089 | 12/31/2023 |
Trivant Custom Portfolio Group LLC | 10,247 | $3,086 | 03/31/2024 |
CRM | 10,247 | $3,086 | 03/31/2024 |
Diversified Trust Co | 10,175 | $3,065 | 03/31/2024 |
CRM | 10,175 | $3,065 | 03/31/2024 |
Waverton Investment Management Ltd | 11,590 | $3,051 | 12/31/2023 |
CRM | 11,590 | $3,051 | 12/31/2023 |
Psagot Value Holdings Ltd. Israel | 11,478 | $3,048 | 12/31/2023 |
CRM | 11,478 | $3,048 | 12/31/2023 |
Wealth Alliance | 11,563 | $3,043 | 12/31/2023 |
CRM | 11,563 | $3,043 | 12/31/2023 |
Sigma Planning Corp | 11,555 | $3,041 | 12/31/2023 |
CRM | 11,555 | $3,041 | 12/31/2023 |
Absoluto Partners Gestao de Recursos Ltda | 11,556 | $3,041 | 12/31/2023 |
CRM | 11,556 | $3,041 | 12/31/2023 |
Douglass Winthrop Advisors LLC | 11,543 | $3,037 | 12/31/2023 |
CRM | 11,543 | $3,037 | 12/31/2023 |
Strategic Advocates LLC | 10,080 | $3,036 | 03/31/2024 |
CRM | 10,080 | $3,036 | 03/31/2024 |
Lake Street Financial LLC | 10,060 | $3,030 | 03/31/2024 |
CRM | 10,060 | $3,030 | 03/31/2024 |
Community Financial Services Group LLC | 10,055 | $3,028 | 03/31/2024 |
CRM | 10,055 | $3,028 | 03/31/2024 |
UBS Oconnor LLC | 11,500 | $3,026 | 12/31/2023 |
CRM | 11,500 | $3,026 | 12/31/2023 |
Boltwood Capital Management | 10,042 | $3,024 | 03/31/2024 |
CRM | 10,042 | $3,024 | 03/31/2024 |
Axxcess Wealth Management LLC | 11,493 | $3,024 | 12/31/2023 |
CRM | 11,493 | $3,024 | 12/31/2023 |
Holocene Advisors LP | 11,463 | $3,016 | 12/31/2023 |
CRM | 11,463 | $3,016 | 12/31/2023 |
Cigna Investments Inc. New | 9,982 | $3,006 | 03/31/2024 |
CRM | 9,982 | $3,006 | 03/31/2024 |
Wellington Shields Capital Management LLC | 11,408 | $3,002 | 12/31/2023 |
CRM | 11,408 | $3,002 | 12/31/2023 |
Midwest Professional Planners LTD. | 11,400 | $3,000 | 12/31/2023 |
CRM | 11,400 | $3,000 | 12/31/2023 |
TFO TDC LLC | 11,398 | $2,999 | 12/31/2023 |
CRM | 11,398 | $2,999 | 12/31/2023 |
Cetera Trust Company N.A | 11,391 | $2,997 | 12/31/2023 |
CRM | 11,391 | $2,997 | 12/31/2023 |
Van Hulzen Asset Management LLC | 11,381 | $2,995 | 12/31/2023 |
CRM | 11,381 | $2,995 | 12/31/2023 |
Ardsley Advisory Partners LP | 11,275 | $2,967 | 12/31/2023 |
CRM | 11,275 | $2,967 | 12/31/2023 |
Mission Wealth Management LP | 11,262 | $2,963 | 12/31/2023 |
CRM | 11,262 | $2,963 | 12/31/2023 |
Choate Investment Advisors | 11,239 | $2,957 | 12/31/2023 |
CRM | 11,239 | $2,957 | 12/31/2023 |
Modera Wealth Management LLC | 11,238 | $2,957 | 12/31/2023 |
CRM | 11,238 | $2,957 | 12/31/2023 |
Herbst Group LLC | 9,810 | $2,955 | 03/31/2024 |
CRM | 9,810 | $2,955 | 03/31/2024 |
Trust Asset Management LLC | 11,221 | $2,953 | 12/31/2023 |
CRM | 11,221 | $2,953 | 12/31/2023 |
Stoneridge Investment Partners LLC | 11,186 | $2,943 | 12/31/2023 |
CRM | 11,186 | $2,943 | 12/31/2023 |
Perpetual Ltd | 9,724 | $2,929 | 03/31/2024 |
CRM | 9,724 | $2,929 | 03/31/2024 |
EFG Asset Management North America Corp. | 11,090 | $2,919 | 12/31/2023 |
CRM | 11,090 | $2,919 | 12/31/2023 |
Cumberland Partners Ltd | 11,100 | $2,915 | 12/31/2023 |
CRM | 11,100 | $2,915 | 12/31/2023 |
Green Harvest Asset Management LLC | 11,061 | $2,911 | 12/31/2023 |
CRM | 11,061 | $2,911 | 12/31/2023 |
Wsfs Capital Management LLC | 11,021 | $2,900 | 12/31/2023 |
CRM | 11,021 | $2,900 | 12/31/2023 |
Meeder Advisory Services Inc. | 11,022 | $2,900 | 12/31/2023 |
CRM | 11,022 | $2,900 | 12/31/2023 |
Alpine Woods Capital Investors LLC | 11,000 | $2,895 | 12/31/2023 |
CRM | 11,000 | $2,895 | 12/31/2023 |
Ardmore Road Asset Management LP | 11,000 | $2,895 | 12/31/2023 |
CRM | 11,000 | $2,895 | 12/31/2023 |
Strategic Planning Group LLC | 9,583 | $2,886 | 03/31/2024 |
CRM | 9,583 | $2,886 | 03/31/2024 |
Migdal Insurance & Financial Holdings Ltd. | 10,921 | $2,883 | 12/31/2023 |
CRM | 10,921 | $2,883 | 12/31/2023 |
Nippon Life Global Investors Americas Inc. | 10,890 | $2,866 | 12/31/2023 |
CRM | 10,890 | $2,866 | 12/31/2023 |
Duff & Phelps Investment Management Co. | 10,873 | $2,861 | 12/31/2023 |
CRM | 10,873 | $2,861 | 12/31/2023 |
Moody National Bank Trust Division | 9,487 | $2,857 | 03/31/2024 |
CRM | 9,487 | $2,857 | 03/31/2024 |
Hancock Whitney Corp | 10,854 | $2,856 | 12/31/2023 |
CRM | 10,854 | $2,856 | 12/31/2023 |
Kampmann Melissa S. | 10,855 | $2,856 | 12/31/2023 |
CRM | 10,855 | $2,856 | 12/31/2023 |
Ameritas Investment Partners Inc. | 10,812 | $2,845 | 12/31/2023 |
CRM | 10,812 | $2,845 | 12/31/2023 |
Blackhawk Capital Partners LLC. | 10,704 | $2,817 | 12/31/2023 |
CRM | 10,704 | $2,817 | 12/31/2023 |
Rockline Wealth Management LLC | 10,687 | $2,812 | 12/31/2023 |
CRM | 10,687 | $2,812 | 12/31/2023 |
Citizens & Northern Corp | 10,674 | $2,809 | 12/31/2023 |
CRM | 10,674 | $2,809 | 12/31/2023 |
B.O.S.S. Retirement Advisors LLC | 10,648 | $2,802 | 12/31/2023 |
CRM | 10,648 | $2,802 | 12/31/2023 |
OV Management LLC | 10,644 | $2,801 | 12/31/2023 |
CRM | 10,644 | $2,801 | 12/31/2023 |
Peterson Financial Group Inc. | 9,294 | $2,799 | 03/31/2024 |
CRM | 9,294 | $2,799 | 03/31/2024 |
Clarity Capital Partners LLC | 10,613 | $2,793 | 12/31/2023 |
CRM | 10,613 | $2,793 | 12/31/2023 |
Two Sigma Investments LP | 10,601 | $2,790 | 12/31/2023 |
CRM | 10,601 | $2,790 | 12/31/2023 |
Insigneo Advisory Services LLC | 10,590 | $2,787 | 12/31/2023 |
CRM | 10,590 | $2,787 | 12/31/2023 |
Alps Advisors Inc. | 10,583 | $2,785 | 12/31/2023 |
CRM | 10,583 | $2,785 | 12/31/2023 |
JNB Advisors LLC | 10,504 | $2,764 | 12/31/2023 |
CRM | 10,504 | $2,764 | 12/31/2023 |
Baystate Wealth Management LLC | 10,481 | $2,758 | 12/31/2023 |
CRM | 10,481 | $2,758 | 12/31/2023 |
Kelly Lawrence W & Associates Inc. CA | 10,475 | $2,756 | 12/31/2023 |
CRM | 10,475 | $2,756 | 12/31/2023 |
Cornercap Investment Counsel Inc. | 10,469 | $2,755 | 12/31/2023 |
CRM | 10,469 | $2,755 | 12/31/2023 |
Conscious Wealth Investments LLC | 9,911 | $2,749 | 03/31/2024 |
CRM | 9,911 | $2,749 | 03/31/2024 |
Cable Hill Partners LLC | 10,501 | $2,744 | 12/31/2023 |
CRM | 10,501 | $2,744 | 12/31/2023 |
Fulton Bank N.A. | 9,106 | $2,743 | 03/31/2024 |
CRM | 9,106 | $2,743 | 03/31/2024 |
Flagship Harbor Advisors LLC | 9,104 | $2,742 | 03/31/2024 |
CRM | 9,104 | $2,742 | 03/31/2024 |
SageView Advisory Group LLC | 9,512 | $2,737 | 12/31/2023 |
CRM | 9,512 | $2,737 | 12/31/2023 |
Atlantic Union Bankshares Corp | 9,068 | $2,731 | 03/31/2024 |
CRM | 9,068 | $2,731 | 03/31/2024 |
Chase Investment Counsel Corp | 10,377 | $2,730 | 12/31/2023 |
CRM | 10,377 | $2,730 | 12/31/2023 |
Charter Oak Capital Management LLC | 9,036 | $2,722 | 03/31/2024 |
CRM | 9,036 | $2,722 | 03/31/2024 |
Ascent Group LLC | 9,428 | $2,709 | 12/31/2023 |
CRM | 9,428 | $2,709 | 12/31/2023 |
Triangle Securities Wealth Management | 8,985 | $2,706 | 03/31/2024 |
CRM | 8,985 | $2,706 | 03/31/2024 |
Principle Wealth Partners LLC | 8,983 | $2,706 | 03/31/2024 |
CRM | 8,983 | $2,706 | 03/31/2024 |
Mutual Advisors LLC | 10,274 | $2,704 | 12/31/2023 |
CRM | 10,274 | $2,704 | 12/31/2023 |
Legacy Private Trust Co. | 8,968 | $2,701 | 03/31/2024 |
CRM | 8,968 | $2,701 | 03/31/2024 |
Welch & Forbes LLC | 10,259 | $2,700 | 12/31/2023 |
CRM | 10,259 | $2,700 | 12/31/2023 |
Jackson Hole Capital Partners LLC | 10,224 | $2,690 | 12/31/2023 |
CRM | 10,224 | $2,690 | 12/31/2023 |
Tiemann Investment Advisors LLC | 10,188 | $2,681 | 12/31/2023 |
CRM | 10,188 | $2,681 | 12/31/2023 |
Oak Harbor Wealth Partners LLC | 8,898 | $2,680 | 03/31/2024 |
CRM | 8,898 | $2,680 | 03/31/2024 |
GPM Growth Investors Inc. | 10,170 | $2,676 | 12/31/2023 |
CRM | 10,170 | $2,676 | 12/31/2023 |
Sculati Wealth Management LLC | 10,149 | $2,671 | 12/31/2023 |
CRM | 10,149 | $2,671 | 12/31/2023 |
Atom Investors LP | 10,137 | $2,667 | 12/31/2023 |
CRM | 10,137 | $2,667 | 12/31/2023 |
Burns J W & Co. Inc. NY | 8,835 | $2,661 | 03/31/2024 |
CRM | 8,835 | $2,661 | 03/31/2024 |
Global Retirement Partners LLC | 8,794 | $2,649 | 03/31/2024 |
CRM | 8,794 | $2,649 | 03/31/2024 |
Delta Investment Management LLC | 10,019 | $2,636 | 12/31/2023 |
CRM | 10,019 | $2,636 | 12/31/2023 |
Premier Path Wealth Partners LLC | 8,746 | $2,635 | 03/31/2024 |
CRM | 8,746 | $2,635 | 03/31/2024 |
Horizon Investment Services LLC | 10,006 | $2,633 | 12/31/2023 |
CRM | 10,006 | $2,633 | 12/31/2023 |
Advent Capital Management DE | 10,000 | $2,631 | 12/31/2023 |
CRM | 10,000 | $2,631 | 12/31/2023 |
Brant Point Investment Management LLC | $2,631 | 12/31/2023 | |
Call | 100 | $2,631 | 12/31/2023 |
Trivest Advisors Ltd | 10,000 | $2,631 | 12/31/2023 |
CRM | 10,000 | $2,631 | 12/31/2023 |
Mitsubishi UFJ Asset Management UK Ltd. | 10,000 | $2,631 | 12/31/2023 |
CRM | 10,000 | $2,631 | 12/31/2023 |
L.M. Kohn & Company | 8,726 | $2,628 | 03/31/2024 |
CRM | 8,726 | $2,628 | 03/31/2024 |
Thrive Wealth Management LLC | 8,686 | $2,616 | 03/31/2024 |
CRM | 8,686 | $2,616 | 03/31/2024 |
Nikulski Financial Inc. | 8,646 | $2,604 | 03/31/2024 |
CRM | 8,646 | $2,604 | 03/31/2024 |
RMR Wealth Builders | 8,640 | $2,602 | 03/31/2024 |
CRM | 8,640 | $2,602 | 03/31/2024 |
Park Place Capital Corp | 8,639 | $2,602 | 03/31/2024 |
CRM | 8,639 | $2,602 | 03/31/2024 |
J.W. Cole Advisors Inc. | 9,867 | $2,596 | 12/31/2023 |
CRM | 9,867 | $2,596 | 12/31/2023 |
Summit Financial LLC | 8,575 | $2,586 | 03/31/2024 |
CRM | 8,575 | $2,586 | 03/31/2024 |
Segment Wealth Management LLC | 8,581 | $2,584 | 03/31/2024 |
CRM | 8,581 | $2,584 | 03/31/2024 |
AFT Forsyth & Company Inc. | 9,731 | $2,561 | 12/31/2023 |
CRM | 9,731 | $2,561 | 12/31/2023 |
Core Wealth Advisors Inc. | 9,724 | $2,559 | 12/31/2023 |
CRM | 9,724 | $2,559 | 12/31/2023 |
Worldquant Millennium Advisors LLC | 9,710 | $2,555 | 12/31/2023 |
CRM | 9,710 | $2,555 | 12/31/2023 |
CenterBook Partners LP | 9,705 | $2,554 | 12/31/2023 |
CRM | 9,705 | $2,554 | 12/31/2023 |
Symmetry Investments LP | 9,700 | $2,552 | 12/31/2023 |
CRM | 9,700 | $2,552 | 12/31/2023 |
MV Capital Management Inc. | 8,470 | $2,551 | 03/31/2024 |
CRM | 8,470 | $2,551 | 03/31/2024 |
Paradigm Financial Partners LLC | 9,692 | $2,550 | 12/31/2023 |
CRM | 9,692 | $2,550 | 12/31/2023 |
CastleKnight Management LP | 9,630 | $2,534 | 12/31/2023 |
CRM | 9,630 | $2,534 | 12/31/2023 |
Chickasaw Capital Management LLC | 8,400 | $2,530 | 03/31/2024 |
CRM | 8,400 | $2,530 | 03/31/2024 |
Global Endowment Management LP | 9,589 | $2,523 | 12/31/2023 |
CRM | 9,589 | $2,523 | 12/31/2023 |
Farther Finance Advisors LLC | 9,555 | $2,514 | 12/31/2023 |
CRM | 9,555 | $2,514 | 12/31/2023 |
Norway Savings Bank | 8,344 | $2,513 | 03/31/2024 |
CRM | 8,344 | $2,513 | 03/31/2024 |
Bridgewater Associates LP | 9,523 | $2,506 | 12/31/2023 |
CRM | 9,523 | $2,506 | 12/31/2023 |
Campbell & CO Investment Adviser LLC | 9,525 | $2,506 | 12/31/2023 |
CRM | 9,525 | $2,506 | 12/31/2023 |
Central Asset Investments & Management Holdings HK Ltd | 9,495 | $2,499 | 12/31/2023 |
CRM | 9,495 | $2,499 | 12/31/2023 |
Pinnacle Holdings LLC | 9,365 | $2,464 | 12/31/2023 |
CRM | 9,365 | $2,464 | 12/31/2023 |
Boomfish Wealth Group LLC | 9,359 | $2,463 | 12/31/2023 |
CRM | 9,359 | $2,463 | 12/31/2023 |
Bangor Savings Bank | 8,162 | $2,458 | 03/31/2024 |
CRM | 8,162 | $2,458 | 03/31/2024 |
AlTi Global Inc. | 9,306 | $2,449 | 12/31/2023 |
CRM | 9,306 | $2,449 | 12/31/2023 |
Shaker Investments LLC OH | 8,115 | $2,444 | 03/31/2024 |
CRM | 8,115 | $2,444 | 03/31/2024 |
Centaurus Financial Inc. | 9,282 | $2,443 | 12/31/2023 |
CRM | 9,282 | $2,443 | 12/31/2023 |
Mirabella Financial Services LLP | 9,272 | $2,440 | 12/31/2023 |
CRM | 9,272 | $2,440 | 12/31/2023 |
Wintrust Investments LLC | 9,264 | $2,438 | 12/31/2023 |
CRM | 9,264 | $2,438 | 12/31/2023 |
Aft Forsyth & Sober LLC | 9,150 | $2,408 | 12/31/2023 |
CRM | 9,150 | $2,408 | 12/31/2023 |
WealthShield Partners LLC | 9,144 | $2,406 | 12/31/2023 |
CRM | 9,144 | $2,406 | 12/31/2023 |
FineMark National Bank & Trust | 9,108 | $2,397 | 12/31/2023 |
CRM | 9,108 | $2,397 | 12/31/2023 |
NorthRock Partners LLC | 9,093 | $2,393 | 12/31/2023 |
CRM | 9,093 | $2,393 | 12/31/2023 |
Wealth Management Partners LLC | 7,911 | $2,383 | 03/31/2024 |
CRM | 7,911 | $2,383 | 03/31/2024 |
Shepherd Financial Partners LLC | 7,904 | $2,381 | 03/31/2024 |
CRM | 7,904 | $2,381 | 03/31/2024 |
Albion Financial Group UT | 7,891 | $2,377 | 03/31/2024 |
CRM | 7,891 | $2,377 | 03/31/2024 |
IHT Wealth Management LLC | 8,999 | $2,368 | 12/31/2023 |
CRM | 8,999 | $2,368 | 12/31/2023 |
Institute for Wealth Management LLC. | 8,988 | $2,365 | 12/31/2023 |
CRM | 8,988 | $2,365 | 12/31/2023 |
Verde Capital Management | 7,837 | $2,360 | 03/31/2024 |
CRM | 7,837 | $2,360 | 03/31/2024 |
Consolidated Portfolio Review Corp | 8,958 | $2,357 | 12/31/2023 |
CRM | 8,958 | $2,357 | 12/31/2023 |
Optas LLC | 7,809 | $2,352 | 03/31/2024 |
CRM | 7,809 | $2,352 | 03/31/2024 |
Missouri Trust & Investment Co | 8,922 | $2,348 | 12/31/2023 |
CRM | 8,922 | $2,348 | 12/31/2023 |
Worth Asset Management LLC | 7,785 | $2,345 | 03/31/2024 |
CRM | 7,785 | $2,345 | 03/31/2024 |
Berkshire Bank | 7,783 | $2,344 | 03/31/2024 |
CRM | 7,783 | $2,344 | 03/31/2024 |
Beaumont Asset Management L.L.C. | 8,901 | $2,342 | 12/31/2023 |
CRM | 8,901 | $2,342 | 12/31/2023 |
NFJ Investment Group LLC | 8,838 | $2,326 | 12/31/2023 |
CRM | 8,838 | $2,326 | 12/31/2023 |
Bell Bank | 7,700 | $2,319 | 03/31/2024 |
CRM | 7,700 | $2,319 | 03/31/2024 |
Center for Financial Planning Inc. | 7,677 | $2,312 | 03/31/2024 |
CRM | 7,677 | $2,312 | 03/31/2024 |
EPG Wealth Management LLC | 8,225 | $2,312 | 12/31/2023 |
CRM | 8,225 | $2,312 | 12/31/2023 |
Navalign LLC | 7,652 | $2,305 | 03/31/2024 |
CRM | 7,652 | $2,305 | 03/31/2024 |
Fiduciary Group LLC | 8,697 | $2,289 | 12/31/2023 |
CRM | 8,697 | $2,289 | 12/31/2023 |
Barings LLC | 8,667 | $2,281 | 12/31/2023 |
CRM | 8,667 | $2,281 | 12/31/2023 |
Nicolet Bankshares Inc. | 8,665 | $2,280 | 12/31/2023 |
CRM | 8,665 | $2,280 | 12/31/2023 |
Westwood Management Corp IL | 8,643 | $2,274 | 12/31/2023 |
CRM | 8,643 | $2,274 | 12/31/2023 |
Wolf Group Capital Advisors | 7,523 | $2,266 | 03/31/2024 |
CRM | 7,523 | $2,266 | 03/31/2024 |
Moneta Group Investment Advisors LLC | 8,588 | $2,260 | 12/31/2023 |
CRM | 8,588 | $2,260 | 12/31/2023 |
Harvey Capital Management Inc. | 8,575 | $2,256 | 12/31/2023 |
CRM | 8,575 | $2,256 | 12/31/2023 |
Nilsine Partners LLC | 7,477 | $2,252 | 03/31/2024 |
CRM | 7,477 | $2,252 | 03/31/2024 |
Catalytic Wealth RIA LLC | 8,556 | $2,251 | 12/31/2023 |
CRM | 8,556 | $2,251 | 12/31/2023 |
FOCUS Wealth Advisors LLC | 7,468 | $2,249 | 03/31/2024 |
CRM | 7,468 | $2,249 | 03/31/2024 |
Bay Rivers Group | 7,455 | $2,245 | 03/31/2024 |
CRM | 7,455 | $2,245 | 03/31/2024 |
Gs Investments Inc. | 8,530 | $2,245 | 12/31/2023 |
CRM | 8,530 | $2,245 | 12/31/2023 |
LGT Fund Management Co Ltd. | 8,430 | $2,239 | 12/31/2023 |
CRM | 8,430 | $2,239 | 12/31/2023 |
G&S Capital LLC | 7,406 | $2,231 | 03/31/2024 |
CRM | 7,406 | $2,231 | 03/31/2024 |
Ingalls & Snyder LLC | 8,439 | $2,221 | 12/31/2023 |
CRM | 8,439 | $2,221 | 12/31/2023 |
Bristlecone Advisors LLC | 7,358 | $2,216 | 03/31/2024 |
CRM | 7,358 | $2,216 | 03/31/2024 |
TriaGen Wealth Management LLC | 7,345 | $2,212 | 03/31/2024 |
CRM | 7,345 | $2,212 | 03/31/2024 |
Roman Butler Fullerton & Co. | 7,881 | $2,206 | 12/31/2023 |
CRM | 7,881 | $2,206 | 12/31/2023 |
E Fund Management Co. Ltd. | 8,336 | $2,194 | 12/31/2023 |
CRM | 8,336 | $2,194 | 12/31/2023 |
GeoWealth Management LLC | 8,324 | $2,190 | 12/31/2023 |
CRM | 8,324 | $2,190 | 12/31/2023 |
United Bank | 8,318 | $2,189 | 12/31/2023 |
CRM | 8,318 | $2,189 | 12/31/2023 |
United Asset Strategies Inc. | 7,240 | $2,181 | 03/31/2024 |
CRM | 7,240 | $2,181 | 03/31/2024 |
Ronald Blue Trust Inc. | 8,280 | $2,179 | 12/31/2023 |
CRM | 8,280 | $2,179 | 12/31/2023 |
AMG National Trust Bank | 8,273 | $2,177 | 12/31/2023 |
CRM | 8,273 | $2,177 | 12/31/2023 |
Orin Green Financial LLC | 8,272 | $2,177 | 12/31/2023 |
CRM | 8,272 | $2,177 | 12/31/2023 |
Great Lakes Retirement Inc. | 8,226 | $2,165 | 12/31/2023 |
CRM | 8,226 | $2,165 | 12/31/2023 |
Stonegate Investment Group LLC | 7,171 | $2,160 | 03/31/2024 |
CRM | 7,171 | $2,160 | 03/31/2024 |
Financial Engines Advisors L.L.C. | 8,190 | $2,155 | 12/31/2023 |
CRM | 8,190 | $2,155 | 12/31/2023 |
Archford Capital Strategies LLC | 7,111 | $2,142 | 03/31/2024 |
CRM | 7,111 | $2,142 | 03/31/2024 |
DeDora Capital Inc. | 7,098 | $2,138 | 03/31/2024 |
CRM | 7,098 | $2,138 | 03/31/2024 |
Naviter Wealth LLC | 7,075 | $2,134 | 03/31/2024 |
CRM | 7,075 | $2,134 | 03/31/2024 |
F M Investments LLC | 7,072 | $2,130 | 03/31/2024 |
CRM | 7,072 | $2,130 | 03/31/2024 |
Okabena Investment Services Inc. | 8,094 | $2,130 | 12/31/2023 |
CRM | 8,094 | $2,130 | 12/31/2023 |
Forum Financial Management LP | 8,086 | $2,128 | 12/31/2023 |
CRM | 8,086 | $2,128 | 12/31/2023 |
Columbia Trust Co 01012016 | 8,076 | $2,125 | 12/31/2023 |
CRM | 8,076 | $2,125 | 12/31/2023 |
Hudson Canyon Capital Management | 8,076 | $2,125 | 12/31/2023 |
CRM | 8,076 | $2,125 | 12/31/2023 |
Koshinski Asset Management Inc. | 8,067 | $2,123 | 12/31/2023 |
CRM | 8,067 | $2,123 | 12/31/2023 |
Edge Capital Group LLC | 8,063 | $2,122 | 12/31/2023 |
CRM | 8,063 | $2,122 | 12/31/2023 |
Vestmark Advisory Solutions Inc. | 8,053 | $2,119 | 12/31/2023 |
CRM | 8,053 | $2,119 | 12/31/2023 |
Acorn Financial Advisory Services Inc. ADV | 8,050 | $2,118 | 12/31/2023 |
CRM | 8,050 | $2,118 | 12/31/2023 |
Aviance Capital Partners LLC | 7,021 | $2,115 | 03/31/2024 |
CRM | 7,021 | $2,115 | 03/31/2024 |
TrinityPoint Wealth LLC | 8,036 | $2,115 | 12/31/2023 |
CRM | 8,036 | $2,115 | 12/31/2023 |
Sunbelt Securities Inc. | 7,015 | $2,113 | 03/31/2024 |
CRM | 7,015 | $2,113 | 03/31/2024 |
Geneva Capital Management LLC | 8,023 | $2,111 | 12/31/2023 |
CRM | 8,023 | $2,111 | 12/31/2023 |
Field & Main Bank | 8,022 | $2,111 | 12/31/2023 |
CRM | 8,022 | $2,111 | 12/31/2023 |
Supplemental Annuity Collective Trust of NJ | 8,000 | $2,105 | 12/31/2023 |
CRM | 8,000 | $2,105 | 12/31/2023 |
Western Wealth Management LLC | 7,999 | $2,105 | 12/31/2023 |
CRM | 7,999 | $2,105 | 12/31/2023 |
River & Mercantile Asset Management LLP | 7,971 | $2,098 | 12/31/2023 |
CRM | 7,971 | $2,098 | 12/31/2023 |
VeraBank N.A. | 7,965 | $2,096 | 12/31/2023 |
CRM | 7,965 | $2,096 | 12/31/2023 |
Nicholas Investment Partners LP | 7,963 | $2,095 | 12/31/2023 |
CRM | 7,963 | $2,095 | 12/31/2023 |
South Dakota Investment Council | 7,937 | $2,089 | 12/31/2023 |
CRM | 7,937 | $2,089 | 12/31/2023 |
Hennion & Walsh Asset Management Inc. | 6,932 | $2,088 | 03/31/2024 |
CRM | 6,932 | $2,088 | 03/31/2024 |
FinTrust Capital Advisors LLC | 7,916 | $2,083 | 12/31/2023 |
CRM | 7,916 | $2,083 | 12/31/2023 |
Schmidt P J Investment Management Inc. | 6,896 | $2,077 | 03/31/2024 |
CRM | 6,896 | $2,077 | 03/31/2024 |
Renasant Bank | 7,869 | $2,071 | 12/31/2023 |
CRM | 7,869 | $2,071 | 12/31/2023 |
Sound View Wealth Advisors Group LLC | 7,867 | $2,070 | 12/31/2023 |
CRM | 7,867 | $2,070 | 12/31/2023 |
Northstar Group Inc. | 6,851 | $2,063 | 03/31/2024 |
CRM | 6,851 | $2,063 | 03/31/2024 |
Stablepoint Partners LLC | 6,840 | $2,060 | 03/31/2024 |
CRM | 6,840 | $2,060 | 03/31/2024 |
Penobscot Investment Management Company Inc. | 7,805 | $2,054 | 12/31/2023 |
CRM | 7,805 | $2,054 | 12/31/2023 |
Bulltick Wealth Management LLC | 7,773 | $2,045 | 12/31/2023 |
CRM | 7,773 | $2,045 | 12/31/2023 |
Little House Capital LLC | 6,785 | $2,044 | 03/31/2024 |
CRM | 6,785 | $2,044 | 03/31/2024 |
Camden Capital LLC | 7,753 | $2,040 | 12/31/2023 |
CRM | 7,753 | $2,040 | 12/31/2023 |
Grandview Asset Management LLC | 6,767 | $2,038 | 03/31/2024 |
CRM | 6,767 | $2,038 | 03/31/2024 |
Ameritas Advisory Services LLC | 7,586 | $2,038 | 12/31/2023 |
CRM | 7,586 | $2,038 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 6,763 | $2,037 | 03/31/2024 |
CRM | 6,763 | $2,037 | 03/31/2024 |
Compton Wealth Advisory Group LLC | 6,750 | $2,033 | 03/31/2024 |
CRM | 6,750 | $2,033 | 03/31/2024 |
Personal CFO Solutions LLC | 7,721 | $2,032 | 12/31/2023 |
CRM | 7,721 | $2,032 | 12/31/2023 |
Invera Wealth Advisors LLC | 6,745 | $2,031 | 03/31/2024 |
CRM | 6,745 | $2,031 | 03/31/2024 |
Bank Pictet & Cie Asia Ltd. | 7,650 | $2,013 | 12/31/2023 |
CRM | 7,650 | $2,013 | 12/31/2023 |
WP Advisors LLC | 7,645 | $2,012 | 12/31/2023 |
CRM | 7,645 | $2,012 | 12/31/2023 |
Merit Financial Group LLC | 7,634 | $2,009 | 12/31/2023 |
CRM | 7,634 | $2,009 | 12/31/2023 |
Mission Creek Capital Partners Inc. | 7,605 | $2,001 | 12/31/2023 |
CRM | 7,605 | $2,001 | 12/31/2023 |
Camarda Financial Advisors LLC | 7,600 | $2,000 | 12/31/2023 |
CRM | 7,600 | $2,000 | 12/31/2023 |
Charles Carroll Financial Partners LLC | 7,600 | $2,000 | 12/31/2023 |
CRM | 7,600 | $2,000 | 12/31/2023 |
Ascent Wealth Partners LLC | 7,578 | $1,994 | 12/31/2023 |
CRM | 7,578 | $1,994 | 12/31/2023 |
Cito Capital Group LLC | 7,550 | $1,987 | 12/31/2023 |
CRM | 7,550 | $1,987 | 12/31/2023 |
Sontag Advisory LLC | 7,520 | $1,979 | 12/31/2023 |
CRM | 7,520 | $1,979 | 12/31/2023 |
Waldron Private Wealth LLC | 7,499 | $1,973 | 12/31/2023 |
CRM | 7,499 | $1,973 | 12/31/2023 |
Cooper Financial Group | 6,543 | $1,971 | 03/31/2024 |
CRM | 6,543 | $1,971 | 03/31/2024 |
Comprehensive Financial Consultants Institutional Inc. | 7,490 | $1,971 | 12/31/2023 |
CRM | 7,490 | $1,971 | 12/31/2023 |
Cunning Capital Partners LP | 7,475 | $1,967 | 12/31/2023 |
CRM | 7,475 | $1,967 | 12/31/2023 |
Chicago Partners Investment Group LLC | 7,106 | $1,966 | 03/31/2024 |
CRM | 7,106 | $1,966 | 03/31/2024 |
Financial Advocates Investment Management | 7,471 | $1,966 | 12/31/2023 |
CRM | 7,471 | $1,966 | 12/31/2023 |
Atlas Brown Inc. | 6,488 | $1,954 | 03/31/2024 |
CRM | 6,488 | $1,954 | 03/31/2024 |
Intrust Bank NA | 7,417 | $1,952 | 12/31/2023 |
CRM | 7,417 | $1,952 | 12/31/2023 |
Beck Bode LLC | 7,405 | $1,949 | 12/31/2023 |
CRM | 7,405 | $1,949 | 12/31/2023 |
Arbor Trust Wealth Advisors LLC | 6,487 | $1,946 | 03/31/2024 |
CRM | 6,487 | $1,946 | 03/31/2024 |
Nations Financial Group Inc. IA ADV | 6,449 | $1,942 | 03/31/2024 |
CRM | 6,449 | $1,942 | 03/31/2024 |
RFG Advisory LLC | 6,438 | $1,939 | 03/31/2024 |
CRM | 6,438 | $1,939 | 03/31/2024 |
Capital Investment Advisors LLC | 6,434 | $1,938 | 03/31/2024 |
CRM | 6,434 | $1,938 | 03/31/2024 |
Donaldson Capital Management LLC | 6,398 | $1,927 | 03/31/2024 |
CRM | 6,398 | $1,927 | 03/31/2024 |
First Pacific Financial | 6,380 | $1,922 | 03/31/2024 |
CRM | 6,380 | $1,922 | 03/31/2024 |
Arete Wealth Advisors LLC | 7,290 | $1,916 | 12/31/2023 |
CRM | 7,290 | $1,916 | 12/31/2023 |
Lewis Asset Management LLC | 7,271 | $1,913 | 12/31/2023 |
CRM | 7,271 | $1,913 | 12/31/2023 |
GraniteShares Advisors LLC | 6,350 | $1,912 | 03/31/2024 |
CRM | 6,350 | $1,912 | 03/31/2024 |
MidWestOne Financial Group Inc. | 7,266 | $1,912 | 12/31/2023 |
CRM | 7,266 | $1,912 | 12/31/2023 |
Cypress Capital Group | 7,219 | $1,900 | 12/31/2023 |
CRM | 7,219 | $1,900 | 12/31/2023 |
Aaron Wealth Advisors | 6,299 | $1,897 | 03/31/2024 |
CRM | 6,299 | $1,897 | 03/31/2024 |
Meeder Asset Management Inc. | 7,195 | $1,893 | 12/31/2023 |
CRM | 7,195 | $1,893 | 12/31/2023 |
IMA Wealth Inc. | 6,279 | $1,891 | 03/31/2024 |
CRM | 6,279 | $1,891 | 03/31/2024 |
Jamison Private Wealth Management Inc. | 6,271 | $1,889 | 03/31/2024 |
CRM | 6,271 | $1,889 | 03/31/2024 |
Fidelis Capital Partners LLC | 7,175 | $1,888 | 12/31/2023 |
CRM | 7,175 | $1,888 | 12/31/2023 |
Scharf Investments LLC | 6,248 | $1,882 | 03/31/2024 |
CRM | 6,248 | $1,882 | 03/31/2024 |
Van Leeuwen & Company LLC | 7,145 | $1,880 | 12/31/2023 |
CRM | 7,145 | $1,880 | 12/31/2023 |
Pinnacle Wealth Management LLC | 7,139 | $1,879 | 12/31/2023 |
CRM | 7,139 | $1,879 | 12/31/2023 |
U.S. Capital Wealth Advisors LLC | 7,117 | $1,873 | 12/31/2023 |
CRM | 7,117 | $1,873 | 12/31/2023 |
Bard Financial Services Inc. | 7,085 | $1,864 | 12/31/2023 |
CRM | 7,085 | $1,864 | 12/31/2023 |
Boyd Watterson Asset Management LLC OH | 7,072 | $1,861 | 12/31/2023 |
CRM | 7,072 | $1,861 | 12/31/2023 |
Skopos Labs Inc. | 7,072 | $1,861 | 12/31/2023 |
CRM | 7,072 | $1,861 | 12/31/2023 |
Lloyd Advisory Services LLC. | 6,160 | $1,855 | 03/31/2024 |
CRM | 6,160 | $1,855 | 03/31/2024 |
Balentine LLC | 7,049 | $1,855 | 12/31/2023 |
CRM | 7,049 | $1,855 | 12/31/2023 |
First County Bank CT | 7,044 | $1,854 | 12/31/2023 |
CRM | 7,044 | $1,854 | 12/31/2023 |
Steinberg Asset Management LLC | 7,024 | $1,848 | 12/31/2023 |
CRM | 7,024 | $1,848 | 12/31/2023 |
Del Sette Capital Management LLC | 7,008 | $1,844 | 12/31/2023 |
CRM | 7,008 | $1,844 | 12/31/2023 |
Tegean Capital Management LLC | 7,000 | $1,842 | 12/31/2023 |
CRM | 7,000 | $1,842 | 12/31/2023 |
Charter Research & Investment Group Inc. | 6,972 | $1,835 | 12/31/2023 |
CRM | 6,972 | $1,835 | 12/31/2023 |
LifePlan Financial LLC | 6,953 | $1,830 | 12/31/2023 |
CRM | 6,953 | $1,830 | 12/31/2023 |
Birinyi Associates Inc. | 6,065 | $1,827 | 03/31/2024 |
CRM | 6,065 | $1,827 | 03/31/2024 |
Sanders Morris Harris LLC | 6,061 | $1,825 | 03/31/2024 |
CRM | 6,061 | $1,825 | 03/31/2024 |
Voya Financial Advisors Inc. | 6,873 | $1,825 | 12/31/2023 |
CRM | 6,873 | $1,825 | 12/31/2023 |
Quadcap Wealth Management LLC | 6,927 | $1,823 | 12/31/2023 |
CRM | 6,927 | $1,823 | 12/31/2023 |
Brandywine Managers LLC | 6,913 | $1,819 | 12/31/2023 |
CRM | 6,913 | $1,819 | 12/31/2023 |
Robertson Stephens Wealth Management LLC | 6,913 | $1,819 | 12/31/2023 |
CRM | 6,913 | $1,819 | 12/31/2023 |
Quadrant Capital Group LLC | 6,908 | $1,818 | 12/31/2023 |
CRM | 6,908 | $1,818 | 12/31/2023 |
Focus Financial Network Inc. ADV | 6,899 | $1,815 | 12/31/2023 |
CRM | 6,899 | $1,815 | 12/31/2023 |
Grey Street Capital LLC | 6,893 | $1,814 | 12/31/2023 |
CRM | 6,893 | $1,814 | 12/31/2023 |
PFC Capital Group Inc. | 6,890 | $1,813 | 12/31/2023 |
CRM | 6,890 | $1,813 | 12/31/2023 |
Lindbrook Capital LLC | 6,008 | $1,810 | 03/31/2024 |
CRM | 6,008 | $1,810 | 03/31/2024 |
Weiss Asset Management LP | 6,878 | $1,810 | 12/31/2023 |
CRM | 6,878 | $1,810 | 12/31/2023 |
Central Valley Advisors LLC | 6,002 | $1,808 | 03/31/2024 |
CRM | 6,002 | $1,808 | 03/31/2024 |
Rathbone Brothers plc | 6,863 | $1,806 | 12/31/2023 |
CRM | 6,863 | $1,806 | 12/31/2023 |
Wrapmanager Inc. | 6,842 | $1,800 | 12/31/2023 |
CRM | 6,842 | $1,800 | 12/31/2023 |
Montag A & Associates Inc. | 6,835 | $1,799 | 12/31/2023 |
CRM | 6,835 | $1,799 | 12/31/2023 |
Carr Financial Group Corp | 5,970 | $1,798 | 03/31/2024 |
CRM | 5,970 | $1,798 | 03/31/2024 |
Meitav Dash Investments Ltd. | 6,773 | $1,797 | 12/31/2023 |
CRM | 6,773 | $1,797 | 12/31/2023 |
Conning Inc. | 5,929 | $1,786 | 03/31/2024 |
CRM | 5,929 | $1,786 | 03/31/2024 |
Jacobi Capital Management LLC | 6,756 | $1,778 | 12/31/2023 |
CRM | 6,756 | $1,778 | 12/31/2023 |
Regatta Capital Group LLC | 5,892 | $1,775 | 03/31/2024 |
CRM | 5,892 | $1,775 | 03/31/2024 |
Signet Financial Management LLC | 5,890 | $1,774 | 03/31/2024 |
CRM | 5,890 | $1,774 | 03/31/2024 |
Redmond Asset Management LLC | 6,742 | $1,774 | 12/31/2023 |
CRM | 6,742 | $1,774 | 12/31/2023 |
PICTET BANK & TRUST Ltd | 6,738 | $1,773 | 12/31/2023 |
CRM | 6,738 | $1,773 | 12/31/2023 |
Kaizen Financial Strategies | 6,726 | $1,770 | 12/31/2023 |
CRM | 6,726 | $1,770 | 12/31/2023 |
TRUE Private Wealth Advisors | 5,860 | $1,765 | 03/31/2024 |
CRM | 5,860 | $1,765 | 03/31/2024 |
Heritage Trust Co | 6,704 | $1,764 | 12/31/2023 |
CRM | 6,704 | $1,764 | 12/31/2023 |
Keeler Thomas Management LLC | 6,700 | $1,763 | 12/31/2023 |
CRM | 6,700 | $1,763 | 12/31/2023 |
1776 Wealth LLC | 6,681 | $1,758 | 12/31/2023 |
CRM | 6,681 | $1,758 | 12/31/2023 |
St. Johns Investment Management Company LLC | 5,834 | $1,757 | 03/31/2024 |
CRM | 5,834 | $1,757 | 03/31/2024 |
Doliver Advisors LP | 5,823 | $1,754 | 03/31/2024 |
CRM | 5,823 | $1,754 | 03/31/2024 |
ORG Partners LLC | 6,604 | $1,738 | 12/31/2023 |
CRM | 6,604 | $1,738 | 12/31/2023 |
Power Wealth Management LLC | 6,579 | $1,731 | 12/31/2023 |
CRM | 6,579 | $1,731 | 12/31/2023 |
One Wealth Management Investment & Advisory Services LLC | 6,540 | $1,721 | 12/31/2023 |
CRM | 6,540 | $1,721 | 12/31/2023 |
KRS Capital Management LLC | 5,706 | $1,719 | 03/31/2024 |
CRM | 5,706 | $1,719 | 03/31/2024 |
Strategy Asset Managers LLC | 5,668 | $1,707 | 03/31/2024 |
CRM | 5,668 | $1,707 | 03/31/2024 |
9258 Wealth Management LLC | 6,483 | $1,706 | 12/31/2023 |
CRM | 6,483 | $1,706 | 12/31/2023 |
Sapient Capital LLC | 5,631 | $1,698 | 03/31/2024 |
CRM | 5,631 | $1,698 | 03/31/2024 |
Pine Valley Investments Ltd Liability Co | 6,451 | $1,698 | 12/31/2023 |
CRM | 6,451 | $1,698 | 12/31/2023 |
CHICAGO TRUST Co NA | 5,632 | $1,696 | 03/31/2024 |
CRM | 5,632 | $1,696 | 03/31/2024 |
Varenne Capital Partners | 6,415 | $1,688 | 12/31/2023 |
CRM | 6,415 | $1,688 | 12/31/2023 |
Keel Point LLC | 5,594 | $1,685 | 03/31/2024 |
CRM | 5,594 | $1,685 | 03/31/2024 |
CWA Asset Management Group LLC | 6,402 | $1,685 | 12/31/2023 |
CRM | 6,402 | $1,685 | 12/31/2023 |
Morse Asset Management Inc | 6,399 | $1,684 | 12/31/2023 |
CRM | 6,399 | $1,684 | 12/31/2023 |
Teamwork Financial Advisors LLC | 5,585 | $1,682 | 03/31/2024 |
CRM | 5,585 | $1,682 | 03/31/2024 |
Team Hewins LLC | 6,387 | $1,681 | 12/31/2023 |
CRM | 6,387 | $1,681 | 12/31/2023 |
Legal Advantage Investments Inc. | 5,571 | $1,678 | 03/31/2024 |
CRM | 5,571 | $1,678 | 03/31/2024 |
CX Institutional | 5,564 | $1,676 | 03/31/2024 |
CRM | 5,564 | $1,676 | 03/31/2024 |
Oak Harvest Investment Services | 5,562 | $1,675 | 03/31/2024 |
CRM | 5,562 | $1,675 | 03/31/2024 |
Fred Alger Management LLC | 6,348 | $1,670 | 12/31/2023 |
CRM | 6,348 | $1,670 | 12/31/2023 |
Keudell Morrison Wealth Management | 6,347 | $1,670 | 12/31/2023 |
CRM | 6,347 | $1,670 | 12/31/2023 |
Quantum Private Wealth LLC | 6,348 | $1,670 | 12/31/2023 |
CRM | 6,348 | $1,670 | 12/31/2023 |
Capstone Triton Financial Group LLC | 5,535 | $1,667 | 03/31/2024 |
CRM | 5,535 | $1,667 | 03/31/2024 |
GPS Wealth Strategies Group LLC | 6,308 | $1,660 | 12/31/2023 |
CRM | 6,308 | $1,660 | 12/31/2023 |
AXQ Capital LP | 6,300 | $1,658 | 12/31/2023 |
CRM | 6,300 | $1,658 | 12/31/2023 |
Cornell Pochily Investment Advisors Inc. | 5,499 | $1,656 | 03/31/2024 |
CRM | 5,499 | $1,656 | 03/31/2024 |
Shorepoint Capital Partners LLC | 6,286 | $1,654 | 12/31/2023 |
CRM | 6,286 | $1,654 | 12/31/2023 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 6,278 | $1,652 | 12/31/2023 |
CRM | 6,278 | $1,652 | 12/31/2023 |
Global Wealth Management Investment Advisory Inc. | 6,264 | $1,648 | 12/31/2023 |
CRM | 6,264 | $1,648 | 12/31/2023 |
Rossmore Private Capital | 6,257 | $1,646 | 12/31/2023 |
CRM | 6,257 | $1,646 | 12/31/2023 |
Oxler Private Wealth LLC | 5,457 | $1,644 | 03/31/2024 |
CRM | 5,457 | $1,644 | 03/31/2024 |
Ramirez Asset Management Inc. | 6,236 | $1,641 | 12/31/2023 |
CRM | 6,236 | $1,641 | 12/31/2023 |
Leelyn Smith LLC | 6,224 | $1,638 | 12/31/2023 |
CRM | 6,224 | $1,638 | 12/31/2023 |
Trust Point Inc. | 5,426 | $1,634 | 03/31/2024 |
CRM | 5,426 | $1,634 | 03/31/2024 |
Apella Capital LLC | 5,397 | $1,632 | 03/31/2024 |
CRM | 5,397 | $1,632 | 03/31/2024 |
Laffer Tengler Investments | 6,198 | $1,631 | 12/31/2023 |
CRM | 6,198 | $1,631 | 12/31/2023 |
Cynosure Management LLC | 6,192 | $1,629 | 12/31/2023 |
CRM | 6,192 | $1,629 | 12/31/2023 |
M&R Capital Management Inc. | 5,392 | $1,624 | 03/31/2024 |
CRM | 5,392 | $1,624 | 03/31/2024 |
Plancorp LLC | 6,168 | $1,623 | 12/31/2023 |
CRM | 6,168 | $1,623 | 12/31/2023 |
Joseph Group Capital Management | 6,128 | $1,613 | 12/31/2023 |
CRM | 6,128 | $1,613 | 12/31/2023 |
Tealwood Asset Management Inc. | 5,343 | $1,609 | 03/31/2024 |
CRM | 5,343 | $1,609 | 03/31/2024 |
International Assets Investment Management LLC | 5,324 | $1,609 | 03/31/2024 |
CRM | 5,324 | $1,609 | 03/31/2024 |
Harfst & Associates Inc. | 5,337 | $1,607 | 03/31/2024 |
CRM | 5,337 | $1,607 | 03/31/2024 |
Saturna Capital CORP | 6,106 | $1,607 | 12/31/2023 |
CRM | 6,106 | $1,607 | 12/31/2023 |
EverSource Wealth Advisors LLC | 6,094 | $1,604 | 12/31/2023 |
CRM | 6,094 | $1,604 | 12/31/2023 |
Parcion Private Wealth LLC | 5,319 | $1,602 | 03/31/2024 |
CRM | 5,319 | $1,602 | 03/31/2024 |
ProVise Management Group LLC | 6,076 | $1,599 | 12/31/2023 |
CRM | 6,076 | $1,599 | 12/31/2023 |
M&G Investment Management Ltd. | 6,051 | $1,591 | 12/31/2023 |
CRM | 6,051 | $1,591 | 12/31/2023 |
Canopy Partners LLC | 6,008 | $1,581 | 12/31/2023 |
CRM | 6,008 | $1,581 | 12/31/2023 |
New Age Alpha Advisors LLC | 6,000 | $1,579 | 12/31/2023 |
CRM | 6,000 | $1,579 | 12/31/2023 |
FUKOKU MUTUAL LIFE INSURANCE Co | 5,983 | $1,574 | 12/31/2023 |
CRM | 5,983 | $1,574 | 12/31/2023 |
Quantbot Technologies LP | 5,981 | $1,574 | 12/31/2023 |
CRM | 5,981 | $1,574 | 12/31/2023 |
KPP Advisory Services LLC | 5,974 | $1,572 | 12/31/2023 |
CRM | 5,974 | $1,572 | 12/31/2023 |
USA Financial Portformulas Corp | 5,969 | $1,571 | 12/31/2023 |
CRM | 5,969 | $1,571 | 12/31/2023 |
Northwest Bank & Trust Co | 5,963 | $1,569 | 12/31/2023 |
CRM | 5,963 | $1,569 | 12/31/2023 |
Lake Street Advisors Group LLC | 5,933 | $1,561 | 12/31/2023 |
CRM | 5,933 | $1,561 | 12/31/2023 |
Sciencast Management LP | 5,924 | $1,559 | 12/31/2023 |
CRM | 5,924 | $1,559 | 12/31/2023 |
Riverview Capital Advisers LLC | 5,899 | $1,552 | 12/31/2023 |
CRM | 5,899 | $1,552 | 12/31/2023 |
InTrack Investment Management Inc | 5,144 | $1,549 | 03/31/2024 |
CRM | 5,144 | $1,549 | 03/31/2024 |
Werba Rubin Papier Wealth Management | 5,872 | $1,545 | 12/31/2023 |
CRM | 5,872 | $1,545 | 12/31/2023 |
Harvest Fund Management Co. Ltd | 5,859 | $1,542 | 12/31/2023 |
CRM | 5,859 | $1,542 | 12/31/2023 |
Stamos Capital Partners L.P. | 5,860 | $1,542 | 12/31/2023 |
CRM | 5,860 | $1,542 | 12/31/2023 |
Scott & Selber Inc. | 5,841 | $1,537 | 12/31/2023 |
CRM | 5,841 | $1,537 | 12/31/2023 |
Lineweaver Wealth Advisors LLC | 5,831 | $1,534 | 12/31/2023 |
CRM | 5,831 | $1,534 | 12/31/2023 |
Emprise Bank | 5,088 | $1,532 | 03/31/2024 |
CRM | 5,088 | $1,532 | 03/31/2024 |
Platform Technology Partners | 5,332 | $1,532 | 12/31/2023 |
CRM | 5,332 | $1,532 | 12/31/2023 |
Newbridge Financial Services Group Inc. | 5,081 | $1,530 | 03/31/2024 |
CRM | 5,081 | $1,530 | 03/31/2024 |
Concord Wealth Partners | 5,811 | $1,529 | 12/31/2023 |
CRM | 5,811 | $1,529 | 12/31/2023 |
Ironwood Investment Management LLC | 5,786 | $1,523 | 12/31/2023 |
CRM | 5,786 | $1,523 | 12/31/2023 |
Trillium Asset Management LLC | 5,781 | $1,521 | 12/31/2023 |
CRM | 5,781 | $1,521 | 12/31/2023 |
FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 5,044 | $1,519 | 03/31/2024 |
CRM | 5,044 | $1,519 | 03/31/2024 |
Cinctive Capital Management LP | 5,767 | $1,518 | 12/31/2023 |
CRM | 5,767 | $1,518 | 12/31/2023 |
Bey Douglas LLC | 5,764 | $1,517 | 12/31/2023 |
CRM | 5,764 | $1,517 | 12/31/2023 |
Williamson Legacy Group LLC | 5,763 | $1,516 | 12/31/2023 |
CRM | 5,763 | $1,516 | 12/31/2023 |
Signal Advisors Wealth LLC | 5,031 | $1,515 | 03/31/2024 |
CRM | 5,031 | $1,515 | 03/31/2024 |
Rehmann Capital Advisory Group | 5,749 | $1,513 | 12/31/2023 |
CRM | 5,749 | $1,513 | 12/31/2023 |
Lazari Capital Management Inc. | 5,746 | $1,512 | 12/31/2023 |
CRM | 5,746 | $1,512 | 12/31/2023 |
Fifth Third Wealth Advisors LLC | 5,005 | $1,507 | 03/31/2024 |
CRM | 5,005 | $1,507 | 03/31/2024 |
Vantage Financial Partners Ltd. Inc. | 5,725 | $1,506 | 12/31/2023 |
CRM | 5,725 | $1,506 | 12/31/2023 |
Strategic Investment Advisors MI | 4,993 | $1,504 | 03/31/2024 |
CRM | 4,993 | $1,504 | 03/31/2024 |
Twin Peaks Wealth Advisors LLC | 4,983 | $1,501 | 03/31/2024 |
CRM | 4,983 | $1,501 | 03/31/2024 |
Grayhawk Investment Strategies Inc. | 5,688 | $1,497 | 12/31/2023 |
CRM | 5,688 | $1,497 | 12/31/2023 |
Venturi Wealth Management LLC | $1,489 | 03/31/2024 | |
CRM | 5,643 | $1,700 | 03/31/2024 |
Put | 700 | $211 | 03/31/2024 |
Gilbert & Cook Inc. | 5,659 | $1,489 | 12/31/2023 |
CRM | 5,659 | $1,489 | 12/31/2023 |
Country Club Bank GFN | 4,942 | $1,488 | 03/31/2024 |
CRM | 4,942 | $1,488 | 03/31/2024 |
Tlwm | 4,934 | $1,486 | 03/31/2024 |
CRM | 4,934 | $1,486 | 03/31/2024 |
Cardiff Park Advisors LLC | $1,485 | 12/31/2023 | |
CRM | 7,642 | $2,011 | 12/31/2023 |
Put | 2,000 | $526 | 12/31/2023 |
Chemistry Wealth Management LLC | 4,926 | $1,484 | 03/31/2024 |
CRM | 4,926 | $1,484 | 03/31/2024 |
Dearborn Partners LLC | 5,640 | $1,484 | 12/31/2023 |
CRM | 5,640 | $1,484 | 12/31/2023 |
Legacy Bridge LLC | 4,923 | $1,483 | 03/31/2024 |
CRM | 4,923 | $1,483 | 03/31/2024 |
Intellectus Partners LLC | 5,612 | $1,477 | 12/31/2023 |
CRM | 5,612 | $1,477 | 12/31/2023 |
Buckingham Strategic Wealth LLC | 5,586 | $1,470 | 12/31/2023 |
CRM | 5,586 | $1,470 | 12/31/2023 |
ARP Americas LP | 5,587 | $1,470 | 12/31/2023 |
CRM | 5,587 | $1,470 | 12/31/2023 |
Proequities Inc. | $1,469 | 12/31/2023 | |
CRM | 5,583 | $1,469 | 12/31/2023 |
Put | 0 | $0 | 12/31/2023 |
Call | 0 | $0 | 12/31/2023 |
Syon Capital LLC | 5,578 | $1,468 | 12/31/2023 |
CRM | 5,578 | $1,468 | 12/31/2023 |
Industrial Alliance Investment Management Inc. | 5,573 | $1,466 | 12/31/2023 |
CRM | 5,573 | $1,466 | 12/31/2023 |
Avestar Capital LLC | $1,461 | 12/31/2023 | |
CRM | 5,155 | $1,356 | 12/31/2023 |
Call | 400 | $105 | 12/31/2023 |
ISAM Funds UK Ltd | 5,548 | $1,460 | 12/31/2023 |
CRM | 5,548 | $1,460 | 12/31/2023 |
Alta Wealth Advisors LLC | 5,529 | $1,455 | 12/31/2023 |
CRM | 5,529 | $1,455 | 12/31/2023 |
Grace & Mercy Foundation Inc. | 5,500 | $1,447 | 12/31/2023 |
CRM | 5,500 | $1,447 | 12/31/2023 |
Secure Asset Management LLC | 5,494 | $1,446 | 12/31/2023 |
CRM | 5,494 | $1,446 | 12/31/2023 |
Mainstay Capital Management LLC ADV | 5,466 | $1,438 | 12/31/2023 |
CRM | 5,466 | $1,438 | 12/31/2023 |
Deltec Asset Management LLC | 4,750 | $1,431 | 03/31/2024 |
CRM | 4,750 | $1,431 | 03/31/2024 |
Moloney Securities Asset Management LLC | 5,431 | $1,429 | 12/31/2023 |
CRM | 5,431 | $1,429 | 12/31/2023 |
Gamco Investors INC. ET AL | 5,412 | $1,424 | 12/31/2023 |
CRM | 5,412 | $1,424 | 12/31/2023 |
Elmwood Wealth Management Inc. | 5,408 | $1,423 | 12/31/2023 |
CRM | 5,408 | $1,423 | 12/31/2023 |
Westside Investment Management Inc. | 4,712 | $1,420 | 03/31/2024 |
CRM | 4,712 | $1,420 | 03/31/2024 |
GAMMA Investing LLC | 4,654 | $1,402 | 03/31/2024 |
CRM | 4,654 | $1,402 | 03/31/2024 |
Wallace Advisory Group LLC | 4,653 | $1,401 | 03/31/2024 |
CRM | 4,653 | $1,401 | 03/31/2024 |
Harel Insurance Investments & Financial Services Ltd. | 5,272 | $1,399 | 12/31/2023 |
CRM | 5,272 | $1,399 | 12/31/2023 |
Exencial Wealth Advisors LLC | 5,292 | $1,393 | 12/31/2023 |
CRM | 5,292 | $1,393 | 12/31/2023 |
Legacy Financial Advisors Inc. | 5,286 | $1,391 | 12/31/2023 |
CRM | 5,286 | $1,391 | 12/31/2023 |
Wade G W & Inc. | 5,272 | $1,387 | 12/31/2023 |
CRM | 5,272 | $1,387 | 12/31/2023 |
Aptus Capital Advisors LLC | 5,270 | $1,387 | 12/31/2023 |
CRM | 5,270 | $1,387 | 12/31/2023 |
Cornerstone Wealth Management LLC | 4,602 | $1,386 | 03/31/2024 |
CRM | 4,602 | $1,386 | 03/31/2024 |
Clear Harbor Asset Management LLC | 5,262 | $1,385 | 12/31/2023 |
CRM | 5,262 | $1,385 | 12/31/2023 |
Ayrshire Capital Management LLC | 4,556 | $1,372 | 03/31/2024 |
CRM | 4,556 | $1,372 | 03/31/2024 |
Koss Olinger Consulting LLC | 4,556 | $1,372 | 03/31/2024 |
CRM | 4,556 | $1,372 | 03/31/2024 |
Focus Financial Network Inc. | 4,557 | $1,372 | 03/31/2024 |
CRM | 4,557 | $1,372 | 03/31/2024 |
Old Well Partners LLC | 5,200 | $1,368 | 12/31/2023 |
CRM | 5,200 | $1,368 | 12/31/2023 |
Etesian Wealth Advisors Inc. | 4,531 | $1,365 | 03/31/2024 |
CRM | 4,531 | $1,365 | 03/31/2024 |
VELA Investment Management LLC | 5,183 | $1,364 | 12/31/2023 |
CRM | 5,183 | $1,364 | 12/31/2023 |
Connective Portfolio Management LLC | 5,170 | $1,360 | 12/31/2023 |
CRM | 5,170 | $1,360 | 12/31/2023 |
Laidlaw Wealth Management LLC | 5,165 | $1,359 | 12/31/2023 |
CRM | 5,165 | $1,359 | 12/31/2023 |
Occidental Asset Management LLC | 4,504 | $1,357 | 03/31/2024 |
CRM | 4,504 | $1,357 | 03/31/2024 |
Essex Savings Bank | 4,482 | $1,350 | 03/31/2024 |
CRM | 4,482 | $1,350 | 03/31/2024 |
Sentry Investment Management LLC | 5,107 | $1,344 | 12/31/2023 |
CRM | 5,107 | $1,344 | 12/31/2023 |
Ballast Inc. | 5,108 | $1,344 | 12/31/2023 |
CRM | 5,108 | $1,344 | 12/31/2023 |
Catalyst Financial Partners LLC | 4,837 | $1,337 | 03/31/2024 |
CRM | 4,837 | $1,337 | 03/31/2024 |
Argent Advisors Inc. | 5,070 | $1,334 | 12/31/2023 |
CRM | 5,070 | $1,334 | 12/31/2023 |
Options Solutions LLC | 5,058 | $1,331 | 12/31/2023 |
CRM | 5,058 | $1,331 | 12/31/2023 |
Guerra Pan Advisors LLC | 5,048 | $1,328 | 12/31/2023 |
CRM | 5,048 | $1,328 | 12/31/2023 |
Signature Wealth Management Group | 4,369 | $1,316 | 03/31/2024 |
CRM | 4,369 | $1,316 | 03/31/2024 |
Belpointe Asset Management LLC | 5,002 | $1,316 | 12/31/2023 |
CRM | 5,002 | $1,316 | 12/31/2023 |
Smith Salley & Associates | 4,995 | $1,314 | 12/31/2023 |
CRM | 4,995 | $1,314 | 12/31/2023 |
Bragg Financial Advisors Inc | 4,979 | $1,310 | 12/31/2023 |
CRM | 4,979 | $1,310 | 12/31/2023 |
Wiley BROS. Aintree Capital LLC | 4,330 | $1,304 | 03/31/2024 |
CRM | 4,330 | $1,304 | 03/31/2024 |
Coastal Investment Advisors Inc. | 4,330 | $1,304 | 03/31/2024 |
CRM | 4,330 | $1,304 | 03/31/2024 |
Paradigm Asset Management Co. LLC | 4,950 | $1,303 | 12/31/2023 |
CRM | 4,950 | $1,303 | 12/31/2023 |
Strengthening Families & Communities LLC | 4,943 | $1,301 | 12/31/2023 |
CRM | 4,943 | $1,301 | 12/31/2023 |
CIC Wealth LLC | 4,314 | $1,299 | 03/31/2024 |
CRM | 4,314 | $1,299 | 03/31/2024 |
Raab & Moskowitz Asset Management LLC | 4,924 | $1,296 | 12/31/2023 |
CRM | 4,924 | $1,296 | 12/31/2023 |
Pinnacle Wealth Planning Services Inc. | 4,908 | $1,291 | 12/31/2023 |
CRM | 4,908 | $1,291 | 12/31/2023 |
Coastwise Capital Group LLC | 4,905 | $1,291 | 12/31/2023 |
CRM | 4,905 | $1,291 | 12/31/2023 |
Sargent Investment Group LLC | 4,896 | $1,288 | 12/31/2023 |
CRM | 4,896 | $1,288 | 12/31/2023 |
Aldebaran Financial Inc. | 4,879 | $1,284 | 12/31/2023 |
CRM | 4,879 | $1,284 | 12/31/2023 |
Intact Investment Management Inc. | 4,870 | $1,281 | 12/31/2023 |
CRM | 4,870 | $1,281 | 12/31/2023 |
Simon Quick Advisors LLC | 4,250 | $1,280 | 03/31/2024 |
CRM | 4,250 | $1,280 | 03/31/2024 |
Navellier & Associates Inc | 4,855 | $1,278 | 12/31/2023 |
CRM | 4,855 | $1,278 | 12/31/2023 |
Wealth Advisors of Iowa LLC | 4,844 | $1,275 | 12/31/2023 |
CRM | 4,844 | $1,275 | 12/31/2023 |
Highlander Capital Management LLC | 4,842 | $1,274 | 12/31/2023 |
CRM | 4,842 | $1,274 | 12/31/2023 |
David Loasby | 5,046 | $1,267 | 12/31/2023 |
CRM | 5,046 | $1,267 | 12/31/2023 |
Financial Insights Inc. | 4,205 | $1,266 | 03/31/2024 |
CRM | 4,205 | $1,266 | 03/31/2024 |
Rainsberger Wealth Advisors Inc. | 4,791 | $1,261 | 12/31/2023 |
CRM | 4,791 | $1,261 | 12/31/2023 |
Main Street Financial Solutions LLC | 4,179 | $1,259 | 03/31/2024 |
CRM | 4,179 | $1,259 | 03/31/2024 |
HF Advisory Group LLC | 4,179 | $1,259 | 03/31/2024 |
CRM | 4,179 | $1,259 | 03/31/2024 |
Bowman & Co S.C. | 4,165 | $1,254 | 03/31/2024 |
CRM | 4,165 | $1,254 | 03/31/2024 |
Brady Family Wealth LLC | 4,764 | $1,254 | 12/31/2023 |
CRM | 4,764 | $1,254 | 12/31/2023 |
Peterson Wealth Management | 4,732 | $1,245 | 12/31/2023 |
CRM | 4,732 | $1,245 | 12/31/2023 |
Great Diamond Partners LLC | 4,694 | $1,235 | 12/31/2023 |
CRM | 4,694 | $1,235 | 12/31/2023 |
Americana Partners LLC | 4,684 | $1,233 | 12/31/2023 |
CRM | 4,684 | $1,233 | 12/31/2023 |
Claro Advisors LLC | 4,092 | $1,232 | 03/31/2024 |
CRM | 4,092 | $1,232 | 03/31/2024 |
Orion Capital Management LLC | 4,670 | $1,229 | 12/31/2023 |
CRM | 4,670 | $1,229 | 12/31/2023 |
Paces Ferry Wealth Advisors LLC | 4,650 | $1,224 | 12/31/2023 |
CRM | 4,650 | $1,224 | 12/31/2023 |
Michael B. Yongue | 4,635 | $1,220 | 12/31/2023 |
CRM | 4,635 | $1,220 | 12/31/2023 |
Sage Rhino Capital LLC | 4,042 | $1,217 | 03/31/2024 |
CRM | 4,042 | $1,217 | 03/31/2024 |
Quotient Wealth Partners LLC | 4,624 | $1,217 | 12/31/2023 |
CRM | 4,624 | $1,217 | 12/31/2023 |
Romano Brothers AND Company | 4,039 | $1,216 | 03/31/2024 |
CRM | 4,039 | $1,216 | 03/31/2024 |
Investment Partners Asset Management Inc. | 4,035 | $1,215 | 03/31/2024 |
CRM | 4,035 | $1,215 | 03/31/2024 |
HM Payson & Co. | 4,613 | $1,214 | 12/31/2023 |
CRM | 4,613 | $1,214 | 12/31/2023 |
Western Pacific Wealth Management LP | 4,596 | $1,209 | 12/31/2023 |
CRM | 4,596 | $1,209 | 12/31/2023 |
Honkamp Krueger Financial Services Inc. | 4,586 | $1,207 | 12/31/2023 |
CRM | 4,586 | $1,207 | 12/31/2023 |
DAVENPORT & Co LLC | 4,578 | $1,205 | 12/31/2023 |
CRM | 4,578 | $1,205 | 12/31/2023 |
Gardner Lewis Asset Management L P | 4,575 | $1,204 | 12/31/2023 |
CRM | 4,575 | $1,204 | 12/31/2023 |
Ellevest Inc. | 4,574 | $1,204 | 12/31/2023 |
CRM | 4,574 | $1,204 | 12/31/2023 |
DRW Securities LLC | 4,572 | $1,203 | 12/31/2023 |
CRM | 4,572 | $1,203 | 12/31/2023 |
Bank OZK | 4,559 | $1,200 | 12/31/2023 |
CRM | 4,559 | $1,200 | 12/31/2023 |
MUFG Securities EMEA plc | 4,531 | $1,192 | 12/31/2023 |
CRM | 4,531 | $1,192 | 12/31/2023 |
Community Bank & Trust Waco Texas | 3,953 | $1,191 | 03/31/2024 |
CRM | 3,953 | $1,191 | 03/31/2024 |
First United Bank Trust | 4,522 | $1,190 | 12/31/2023 |
CRM | 4,522 | $1,190 | 12/31/2023 |
Citizens Financial Group Inc RI | 4,513 | $1,188 | 12/31/2023 |
CRM | 4,513 | $1,188 | 12/31/2023 |
Bordeaux Wealth Advisors LLC | 4,514 | $1,188 | 12/31/2023 |
CRM | 4,514 | $1,188 | 12/31/2023 |
Vista Private Wealth Partners. LLC | 4,716 | $1,187 | 12/31/2023 |
CRM | 4,716 | $1,187 | 12/31/2023 |
Sailer Financial LLC | 4,506 | $1,186 | 12/31/2023 |
CRM | 4,506 | $1,186 | 12/31/2023 |
Prudent Man Advisors LLC | 4,505 | $1,185 | 12/31/2023 |
CRM | 4,505 | $1,185 | 12/31/2023 |
Monetta Financial Services Inc. | 4,500 | $1,184 | 12/31/2023 |
CRM | 4,500 | $1,184 | 12/31/2023 |
Arrowroot Family Office LLC | 4,499 | $1,184 | 12/31/2023 |
CRM | 4,499 | $1,184 | 12/31/2023 |
Glenview Trust Co | 4,496 | $1,183 | 12/31/2023 |
CRM | 4,496 | $1,183 | 12/31/2023 |
Unique Wealth Strategies LLC | 3,915 | $1,179 | 03/31/2024 |
CRM | 3,915 | $1,179 | 03/31/2024 |
Moseley Investment Management Inc. | 3,903 | $1,176 | 03/31/2024 |
CRM | 3,903 | $1,176 | 03/31/2024 |
Vista Wealth Management Group LLC | 4,467 | $1,175 | 12/31/2023 |
CRM | 4,467 | $1,175 | 12/31/2023 |
Bfsg LLC | 3,890 | $1,172 | 03/31/2024 |
CRM | 3,890 | $1,172 | 03/31/2024 |
Byrne Asset Management LLC | 3,891 | $1,172 | 03/31/2024 |
CRM | 3,891 | $1,172 | 03/31/2024 |
Foguth Wealth Management LLC. | 3,887 | $1,171 | 03/31/2024 |
CRM | 3,887 | $1,171 | 03/31/2024 |
DB Fitzpatrick & Co Inc | 3,884 | $1,170 | 03/31/2024 |
CRM | 3,884 | $1,170 | 03/31/2024 |
Prelude Capital Management LLC | 4,404 | $1,159 | 12/31/2023 |
CRM | 4,404 | $1,159 | 12/31/2023 |
Hilltop Holdings Inc. | 4,396 | $1,157 | 12/31/2023 |
CRM | 4,396 | $1,157 | 12/31/2023 |
Dudley Capital Management LLC | 4,393 | $1,156 | 12/31/2023 |
CRM | 4,393 | $1,156 | 12/31/2023 |
Hillsdale Investment Management Inc. | 4,365 | $1,149 | 12/31/2023 |
CRM | 4,365 | $1,149 | 12/31/2023 |
MWA Asset Management | 4,365 | $1,149 | 12/31/2023 |
CRM | 4,365 | $1,149 | 12/31/2023 |
Octavia Wealth Advisors LLC | 3,805 | $1,148 | 03/31/2024 |
CRM | 3,805 | $1,148 | 03/31/2024 |
Augustine Asset Management Inc. | 3,797 | $1,144 | 03/31/2024 |
CRM | 3,797 | $1,144 | 03/31/2024 |
Central Bank & Trust Co. | 3,799 | $1,144 | 03/31/2024 |
CRM | 3,799 | $1,144 | 03/31/2024 |
Argus Investors Counsel Inc. | 3,777 | $1,138 | 03/31/2024 |
CRM | 3,777 | $1,138 | 03/31/2024 |
IFP Advisors Inc | 4,312 | $1,135 | 12/31/2023 |
CRM | 4,312 | $1,135 | 12/31/2023 |
Granger Management LLC | 4,307 | $1,133 | 12/31/2023 |
CRM | 4,307 | $1,133 | 12/31/2023 |
Salem Investment Counselors Inc. | 3,739 | $1,128 | 03/31/2024 |
CRM | 3,739 | $1,128 | 03/31/2024 |
Northstar Advisory Group LLC | 4,276 | $1,125 | 12/31/2023 |
CRM | 4,276 | $1,125 | 12/31/2023 |
FirstPurpose Wealth LLC | 3,746 | $1,122 | 03/31/2024 |
CRM | 3,746 | $1,122 | 03/31/2024 |
Bond & Devick Financial Network Inc. | 3,721 | $1,121 | 03/31/2024 |
CRM | 3,721 | $1,121 | 03/31/2024 |
Allred Capital Management LLC | 3,714 | $1,119 | 03/31/2024 |
CRM | 3,714 | $1,119 | 03/31/2024 |
Wealthsource Partners LLC | 4,249 | $1,118 | 12/31/2023 |
CRM | 4,249 | $1,118 | 12/31/2023 |
Alterity Financial Group LLC | 4,245 | $1,117 | 12/31/2023 |
CRM | 4,245 | $1,117 | 12/31/2023 |
Riverview Trust Co | 3,706 | $1,116 | 03/31/2024 |
CRM | 3,706 | $1,116 | 03/31/2024 |
Seed Wealth Management Inc. | 3,690 | $1,115 | 03/31/2024 |
CRM | 3,690 | $1,115 | 03/31/2024 |
New Century Financial Group LLC | 3,695 | $1,113 | 03/31/2024 |
CRM | 3,695 | $1,113 | 03/31/2024 |
Advisor Resource Council | 3,693 | $1,112 | 03/31/2024 |
CRM | 3,693 | $1,112 | 03/31/2024 |
Cove Private Wealth LLC | 4,225 | $1,112 | 12/31/2023 |
CRM | 4,225 | $1,112 | 12/31/2023 |
Diligent Investors LLC | 4,221 | $1,111 | 12/31/2023 |
CRM | 4,221 | $1,111 | 12/31/2023 |
Park Edge Advisors LLC | 3,686 | $1,110 | 03/31/2024 |
CRM | 3,686 | $1,110 | 03/31/2024 |
Meridian Financial Partners LLC | 3,985 | $1,105 | 03/31/2024 |
CRM | 3,985 | $1,105 | 03/31/2024 |
Curbstone Financial Management Corp | 3,666 | $1,104 | 03/31/2024 |
CRM | 3,666 | $1,104 | 03/31/2024 |
Eqis Capital Management Inc. | 4,189 | $1,102 | 12/31/2023 |
CRM | 4,189 | $1,102 | 12/31/2023 |
KWB Wealth | 3,656 | $1,101 | 03/31/2024 |
CRM | 3,656 | $1,101 | 03/31/2024 |
Capital Advisors Wealth Management LLC | 3,653 | $1,100 | 03/31/2024 |
CRM | 3,653 | $1,100 | 03/31/2024 |
Key Client Fiduciary Advisors LLC | 3,653 | $1,100 | 03/31/2024 |
CRM | 3,653 | $1,100 | 03/31/2024 |
Unique Wealth LLC | 3,646 | $1,098 | 03/31/2024 |
CRM | 3,646 | $1,098 | 03/31/2024 |
Greystone Financial Group LLC | 3,636 | $1,095 | 03/31/2024 |
CRM | 3,636 | $1,095 | 03/31/2024 |
PDS Planning Inc | 4,162 | $1,095 | 12/31/2023 |
CRM | 4,162 | $1,095 | 12/31/2023 |
Mizuho Markets Cayman LP | $1,094 | 12/31/2023 | |
Call | 16,441 | $1,094 | 12/31/2023 |
Fortitude Advisory Group L.L.C. | 4,133 | $1,088 | 12/31/2023 |
CRM | 4,133 | $1,088 | 12/31/2023 |
Ipswich Investment Management Co. Inc. | 3,609 | $1,087 | 03/31/2024 |
CRM | 3,609 | $1,087 | 03/31/2024 |
Warren Averett Asset Management LLC | 4,129 | $1,087 | 12/31/2023 |
CRM | 4,129 | $1,087 | 12/31/2023 |
Jmac Enterprises LLC | 4,131 | $1,087 | 12/31/2023 |
CRM | 4,131 | $1,087 | 12/31/2023 |
Stonebrook Private Inc. | 4,109 | $1,081 | 12/31/2023 |
CRM | 4,109 | $1,081 | 12/31/2023 |
Altfest L J & Co. Inc. | 3,580 | $1,078 | 03/31/2024 |
CRM | 3,580 | $1,078 | 03/31/2024 |
1ST Source Bank | 4,098 | $1,078 | 12/31/2023 |
CRM | 4,098 | $1,078 | 12/31/2023 |
Geneva Partners LLC | 4,080 | $1,074 | 12/31/2023 |
CRM | 4,080 | $1,074 | 12/31/2023 |
Sky Investment Group LLC | 3,561 | $1,073 | 03/31/2024 |
CRM | 3,561 | $1,073 | 03/31/2024 |
Sterling Investment Counsel LLC | 3,560 | $1,072 | 03/31/2024 |
CRM | 3,560 | $1,072 | 03/31/2024 |
Texas Yale Capital Corp. | 4,062 | $1,069 | 12/31/2023 |
CRM | 4,062 | $1,069 | 12/31/2023 |
Valley Brook Capital Group | 4,054 | $1,067 | 12/31/2023 |
CRM | 4,054 | $1,067 | 12/31/2023 |
Gryphon Financial Partners LLC | 3,960 | $1,064 | 12/31/2023 |
CRM | 3,960 | $1,064 | 12/31/2023 |
BigSur Wealth Management LLC | 4,030 | $1,060 | 12/31/2023 |
CRM | 4,030 | $1,060 | 12/31/2023 |
NorthStar Asset Management LLC NJ | 4,027 | $1,060 | 12/31/2023 |
CRM | 4,027 | $1,060 | 12/31/2023 |
Newman Dignan & Sheerar Inc. | 4,024 | $1,059 | 12/31/2023 |
CRM | 4,024 | $1,059 | 12/31/2023 |
HWG Holdings LP | 4,016 | $1,057 | 12/31/2023 |
CRM | 4,016 | $1,057 | 12/31/2023 |
CSS LLC IL | $1,052 | 12/31/2023 | |
CRM | 2,000 | $526 | 12/31/2023 |
Call | 2,000 | $526 | 12/31/2023 |
Aspire Private Capital LLC | 3,484 | $1,049 | 03/31/2024 |
CRM | 3,484 | $1,049 | 03/31/2024 |
Consilium Wealth Advisory LLC | 3,978 | $1,047 | 12/31/2023 |
CRM | 3,978 | $1,047 | 12/31/2023 |
Atomi Financial Group Inc. | 3,977 | $1,046 | 12/31/2023 |
CRM | 3,977 | $1,046 | 12/31/2023 |
Sage Mountain Advisors LLC | 3,431 | $1,033 | 03/31/2024 |
CRM | 3,431 | $1,033 | 03/31/2024 |
Rosenbaum Jay D. | 3,920 | $1,032 | 12/31/2023 |
CRM | 3,920 | $1,032 | 12/31/2023 |
Tilt Investment Management Holdings PBC | 3,919 | $1,031 | 12/31/2023 |
CRM | 3,919 | $1,031 | 12/31/2023 |
Symmetry Partners LLC | 3,397 | $1,023 | 03/31/2024 |
CRM | 3,397 | $1,023 | 03/31/2024 |
AlphaCore Capital LLC | 3,887 | $1,023 | 12/31/2023 |
CRM | 3,887 | $1,023 | 12/31/2023 |
Investors Research Corp | 3,886 | $1,023 | 12/31/2023 |
CRM | 3,886 | $1,023 | 12/31/2023 |
Milestone Asset Management LLC | 3,369 | $1,015 | 03/31/2024 |
CRM | 3,369 | $1,015 | 03/31/2024 |
Alpha Cubed Investments LLC | 3,340 | $1,006 | 03/31/2024 |
CRM | 3,340 | $1,006 | 03/31/2024 |
Oder Investment Management LLC | 3,820 | $1,005 | 12/31/2023 |
CRM | 3,820 | $1,005 | 12/31/2023 |
Everhart Financial Group Inc. | 3,808 | $1,002 | 12/31/2023 |
CRM | 3,808 | $1,002 | 12/31/2023 |
LCM Capital Management Inc | 3,801 | $1,000 | 12/31/2023 |
CRM | 3,801 | $1,000 | 12/31/2023 |
Evoke Wealth LLC | 3,795 | $999 | 12/31/2023 |
CRM | 3,795 | $999 | 12/31/2023 |
First Merchants Corp | 3,308 | $996 | 03/31/2024 |
CRM | 3,308 | $996 | 03/31/2024 |
Stock Yards Bank & Trust Co. | 3,754 | $988 | 12/31/2023 |
CRM | 3,754 | $988 | 12/31/2023 |
Parametrica Management Ltd | 3,743 | $985 | 12/31/2023 |
CRM | 3,743 | $985 | 12/31/2023 |
Founders Financial Securities LLC | 3,257 | $981 | 03/31/2024 |
CRM | 3,257 | $981 | 03/31/2024 |
HBK Sorce Advisory LLC | 3,715 | $978 | 12/31/2023 |
CRM | 3,715 | $978 | 12/31/2023 |
Scissortail Wealth Management LLC | 3,399 | $978 | 12/31/2023 |
CRM | 3,399 | $978 | 12/31/2023 |
Masso Torrence Wealth Management Inc. | 3,242 | $976 | 03/31/2024 |
CRM | 3,242 | $976 | 03/31/2024 |
Angeles Wealth Management LLC | 3,708 | $976 | 12/31/2023 |
CRM | 3,708 | $976 | 12/31/2023 |
First National Bank | 3,234 | $974 | 03/31/2024 |
CRM | 3,234 | $974 | 03/31/2024 |
One River Asset Management LLC | $974 | 12/31/2023 | |
Call | 8,600 | $2,263 | 12/31/2023 |
Put | 4,900 | $1,289 | 12/31/2023 |
American National Bank | 3,228 | $972 | 03/31/2024 |
CRM | 3,228 | $972 | 03/31/2024 |
Advisors Capital Management LLC | 3,694 | $972 | 12/31/2023 |
CRM | 3,694 | $972 | 12/31/2023 |
Meadow Creek Wealth Advisors LLC | 3,223 | $971 | 03/31/2024 |
CRM | 3,223 | $971 | 03/31/2024 |
Zhang Financial LLC | 3,213 | $968 | 03/31/2024 |
CRM | 3,213 | $968 | 03/31/2024 |
BSW Wealth Partners | 3,210 | $967 | 03/31/2024 |
CRM | 3,210 | $967 | 03/31/2024 |
Paragon Private Wealth Management LLC | 3,655 | $962 | 12/31/2023 |
CRM | 3,655 | $962 | 12/31/2023 |
Cutler Group LP | $961 | 03/31/2024 | |
CRM | 2,734 | $823 | 03/31/2024 |
Call | 1,100 | $144 | 03/31/2024 |
Put | 3,700 | $6 | 03/31/2024 |
Steward Partners Investment Solutions LLC | 3,648 | $960 | 12/31/2023 |
CRM | 3,648 | $960 | 12/31/2023 |
Coppell Advisory Solutions LLC | 3,641 | $958 | 12/31/2023 |
CRM | 3,641 | $958 | 12/31/2023 |
Legacy Advisors LLC | 3,631 | $955 | 12/31/2023 |
CRM | 3,631 | $955 | 12/31/2023 |
Ironwood Investment Counsel LLC | 3,609 | $950 | 12/31/2023 |
CRM | 3,609 | $950 | 12/31/2023 |
Guardian Capital Advisors LP | 3,642 | $950 | 12/31/2023 |
CRM | 3,642 | $950 | 12/31/2023 |
CFO4Life Group LLC | 3,609 | $950 | 12/31/2023 |
CRM | 3,609 | $950 | 12/31/2023 |
Lokken Investment Group LLC | 3,609 | $950 | 12/31/2023 |
CRM | 3,609 | $950 | 12/31/2023 |
Brown Capital Management LLC | 3,601 | $948 | 12/31/2023 |
CRM | 3,601 | $948 | 12/31/2023 |
Jarislowsky Fraser Ltd | 3,600 | $947 | 12/31/2023 |
CRM | 3,600 | $947 | 12/31/2023 |
Magnolia Capital Advisors LLC | 3,269 | $941 | 12/31/2023 |
CRM | 3,269 | $941 | 12/31/2023 |
Staley Capital Advisers Inc. | 3,565 | $938 | 12/31/2023 |
CRM | 3,565 | $938 | 12/31/2023 |
Lebenthal Global Advisors LLC | 3,554 | $935 | 12/31/2023 |
CRM | 3,554 | $935 | 12/31/2023 |
Empirical Asset Management LLC | 3,529 | $929 | 12/31/2023 |
CRM | 3,529 | $929 | 12/31/2023 |
Capital Management Associates NY | 3,500 | $921 | 12/31/2023 |
CRM | 3,500 | $921 | 12/31/2023 |
Plato Investment Management Ltd | 3,490 | $918 | 12/31/2023 |
CRM | 3,490 | $918 | 12/31/2023 |
Congress Park Capital LLC | 3,035 | $914 | 03/31/2024 |
CRM | 3,035 | $914 | 03/31/2024 |
Watershed Private Wealth LLC | 3,462 | $911 | 12/31/2023 |
CRM | 3,462 | $911 | 12/31/2023 |
Perennial Investment Advisors LLC | 3,456 | $909 | 12/31/2023 |
CRM | 3,456 | $909 | 12/31/2023 |
Tectonic Advisors LLC | 3,450 | $908 | 12/31/2023 |
CRM | 3,450 | $908 | 12/31/2023 |
Avitas Wealth Management LLC | 3,008 | $906 | 03/31/2024 |
CRM | 3,008 | $906 | 03/31/2024 |
Allstate Corp | 3,439 | $905 | 12/31/2023 |
CRM | 3,439 | $905 | 12/31/2023 |
Carnegie Capital Asset Management LLC | 3,438 | $905 | 12/31/2023 |
CRM | 3,438 | $905 | 12/31/2023 |
InterOcean Capital Group LLC | 3,441 | $905 | 12/31/2023 |
CRM | 3,441 | $905 | 12/31/2023 |
Anchor Investment Management LLC | 3,417 | $899 | 12/31/2023 |
CRM | 3,417 | $899 | 12/31/2023 |
Kraematon Investment Advisors Inc. | 3,416 | $899 | 12/31/2023 |
CRM | 3,416 | $899 | 12/31/2023 |
Mayflower Financial Advisors LLC | 3,411 | $898 | 12/31/2023 |
CRM | 3,411 | $898 | 12/31/2023 |
Aurum Wealth Management Group LLC | 2,956 | $890 | 03/31/2024 |
CRM | 2,956 | $890 | 03/31/2024 |
Wellington Wealth Strategies LLC. | 3,378 | $889 | 12/31/2023 |
CRM | 3,378 | $889 | 12/31/2023 |
Calamos Wealth Management LLC | 3,374 | $888 | 12/31/2023 |
CRM | 3,374 | $888 | 12/31/2023 |
17 Capital Partners LLC | 2,946 | $887 | 03/31/2024 |
CRM | 2,946 | $887 | 03/31/2024 |
Machina Capital S.A.S. | 3,352 | $882 | 12/31/2023 |
CRM | 3,352 | $882 | 12/31/2023 |
Csenge Advisory Group | 3,349 | $881 | 12/31/2023 |
CRM | 3,349 | $881 | 12/31/2023 |
Sonora Investment Management Group LLC | 3,340 | $879 | 12/31/2023 |
CRM | 3,340 | $879 | 12/31/2023 |
XML Financial LLC | 3,334 | $877 | 12/31/2023 |
CRM | 3,334 | $877 | 12/31/2023 |
Cascade Investment Group Inc. | 3,320 | $874 | 12/31/2023 |
CRM | 3,320 | $874 | 12/31/2023 |
Fayez Sarofim & Co | 3,002 | $874 | 12/31/2023 |
CRM | 3,002 | $874 | 12/31/2023 |
ArrowMark Colorado Holdings LLC | 3,318 | $873 | 12/31/2023 |
CRM | 3,318 | $873 | 12/31/2023 |
Blodgett Wealth Advisors LLC | 2,892 | $871 | 03/31/2024 |
CRM | 2,892 | $871 | 03/31/2024 |
Bank of Hawaii | 3,305 | $870 | 12/31/2023 |
CRM | 3,305 | $870 | 12/31/2023 |
Convergence Investment Partners LLC | 3,292 | $866 | 12/31/2023 |
CRM | 3,292 | $866 | 12/31/2023 |
Viawealth LLC | 3,289 | $865 | 12/31/2023 |
CRM | 3,289 | $865 | 12/31/2023 |
Visionary Wealth Advisors | 3,280 | $863 | 12/31/2023 |
CRM | 3,280 | $863 | 12/31/2023 |
McGlone Suttner Wealth Management Inc. | 2,856 | $860 | 03/31/2024 |
CRM | 2,856 | $860 | 03/31/2024 |
Engineers Gate Manager LP | 3,267 | $860 | 12/31/2023 |
CRM | 3,267 | $860 | 12/31/2023 |
Solidarilty Wealth LLC | 3,264 | $859 | 12/31/2023 |
CRM | 3,264 | $859 | 12/31/2023 |
Essex Financial Services Inc. | 2,848 | $858 | 03/31/2024 |
CRM | 2,848 | $858 | 03/31/2024 |
Lingohr & Partner Asset Management GmbH | 3,261 | $858 | 12/31/2023 |
CRM | 3,261 | $858 | 12/31/2023 |
Palumbo Wealth Management LLC | 2,839 | $855 | 03/31/2024 |
CRM | 2,839 | $855 | 03/31/2024 |
Patriot Financial Group Insurance Agency LLC | 3,249 | $855 | 12/31/2023 |
CRM | 3,249 | $855 | 12/31/2023 |
Austin Private Wealth LLC | 2,791 | $851 | 03/31/2024 |
CRM | 2,791 | $851 | 03/31/2024 |
Delta Financial Advisors LLC | 3,233 | $851 | 12/31/2023 |
CRM | 3,233 | $851 | 12/31/2023 |
Continuum Advisory LLC | 3,223 | $848 | 12/31/2023 |
CRM | 3,223 | $848 | 12/31/2023 |
Valley National Advisers Inc. | 2,798 | $842 | 03/31/2024 |
CRM | 2,798 | $842 | 03/31/2024 |
FLC Capital Advisors | 3,200 | $842 | 12/31/2023 |
CRM | 3,200 | $842 | 12/31/2023 |
GFG Capital LLC | 3,195 | $841 | 12/31/2023 |
CRM | 3,195 | $841 | 12/31/2023 |
Shariaportfolio Inc. | 3,190 | $839 | 12/31/2023 |
CRM | 3,190 | $839 | 12/31/2023 |
ARS Wealth Advisors Group LLC | 3,186 | $838 | 12/31/2023 |
CRM | 3,186 | $838 | 12/31/2023 |
Midland Wealth Advisors LLC | 3,172 | $835 | 12/31/2023 |
CRM | 3,172 | $835 | 12/31/2023 |
First Citizens Bank & Trust Co. | 2,760 | $831 | 03/31/2024 |
CRM | 2,760 | $831 | 03/31/2024 |
Davis R M Inc. | 3,113 | $819 | 12/31/2023 |
CRM | 3,113 | $819 | 12/31/2023 |
Point72 Middle East FZE | $814 | 12/31/2023 | |
Put | 28,600 | $7,526 | 12/31/2023 |
CRM | 16,492 | $4,340 | 12/31/2023 |
Call | 15,200 | $4,000 | 12/31/2023 |
Alta Advisers Ltd | 2,700 | $813 | 03/31/2024 |
CRM | 2,700 | $813 | 03/31/2024 |
Wolff Wiese Magana LLC | 2,690 | $810 | 03/31/2024 |
CRM | 2,690 | $810 | 03/31/2024 |
Blueprint Investment Partners LLC | 3,076 | $809 | 12/31/2023 |
CRM | 3,076 | $809 | 12/31/2023 |
Vahanian & Associates Financial Planning Inc. | 3,075 | $809 | 12/31/2023 |
CRM | 3,075 | $809 | 12/31/2023 |
Harbour Investments Inc. | 3,069 | $808 | 12/31/2023 |
CRM | 3,069 | $808 | 12/31/2023 |
L2 Asset Management LLC | 3,068 | $807 | 12/31/2023 |
CRM | 3,068 | $807 | 12/31/2023 |
Smartleaf Asset Management LLC | 3,055 | $806 | 12/31/2023 |
CRM | 3,055 | $806 | 12/31/2023 |
Carret Asset Management LLC | 2,674 | $805 | 03/31/2024 |
CRM | 2,674 | $805 | 03/31/2024 |
Appleton Partners Inc. MA | 2,669 | $804 | 03/31/2024 |
CRM | 2,669 | $804 | 03/31/2024 |
Global Trust Asset Management LLC | 2,670 | $804 | 03/31/2024 |
CRM | 2,670 | $804 | 03/31/2024 |
Principal Street Partners LLC | 3,047 | $802 | 12/31/2023 |
CRM | 3,047 | $802 | 12/31/2023 |
MONECO Advisors LLC | 2,659 | $801 | 03/31/2024 |
CRM | 2,659 | $801 | 03/31/2024 |
WESPAC Advisors SoCal LLC | 2,657 | $800 | 03/31/2024 |
CRM | 2,657 | $800 | 03/31/2024 |
Aviso Wealth Management | 3,041 | $800 | 12/31/2023 |
CRM | 3,041 | $800 | 12/31/2023 |
Corvex Management LP | 3,032 | $798 | 12/31/2023 |
CRM | 3,032 | $798 | 12/31/2023 |
Wealth Alliance Advisory Group LLC | 2,635 | $794 | 03/31/2024 |
CRM | 2,635 | $794 | 03/31/2024 |
Fort Point Capital Partners LLC | 3,018 | $794 | 12/31/2023 |
CRM | 3,018 | $794 | 12/31/2023 |
Transcendent Capital Group LLC | 2,617 | $788 | 03/31/2024 |
CRM | 2,617 | $788 | 03/31/2024 |
Smithfield Trust Co. | 2,993 | $788 | 12/31/2023 |
CRM | 2,993 | $788 | 12/31/2023 |
Ancora Advisors LLC | 2,989 | $786 | 12/31/2023 |
CRM | 2,989 | $786 | 12/31/2023 |
Janney Capital Management LLC | 2,988 | $786 | 12/31/2023 |
CRM | 2,988 | $786 | 12/31/2023 |
Baron Wealth Management LLC | 2,978 | $784 | 12/31/2023 |
CRM | 2,978 | $784 | 12/31/2023 |
Greenup Street Wealth Management LLC | 2,976 | $783 | 12/31/2023 |
CRM | 2,976 | $783 | 12/31/2023 |
S&CO Inc. | 2,971 | $781 | 12/31/2023 |
CRM | 2,971 | $781 | 12/31/2023 |
Quent Capital LLC | 2,962 | $779 | 12/31/2023 |
CRM | 2,962 | $779 | 12/31/2023 |
Stevens Capital Management LP | 2,956 | $778 | 12/31/2023 |
CRM | 2,956 | $778 | 12/31/2023 |
Parkside Financial Bank & Trust | 2,950 | $776 | 12/31/2023 |
CRM | 2,950 | $776 | 12/31/2023 |
Sunflower Bank N.A. | 2,572 | $775 | 03/31/2024 |
CRM | 2,572 | $775 | 03/31/2024 |
Jackson Creek Investment Advisors LLC | 2,946 | $775 | 12/31/2023 |
CRM | 2,946 | $775 | 12/31/2023 |
Tranquility Partners LLC | 2,942 | $774 | 12/31/2023 |
CRM | 2,942 | $774 | 12/31/2023 |
IAM Advisory LLC | 2,565 | $773 | 03/31/2024 |
CRM | 2,565 | $773 | 03/31/2024 |
Alpha Family Trust | 2,935 | $772 | 12/31/2023 |
CRM | 2,935 | $772 | 12/31/2023 |
Pinnacle Wealth Management Advisory Group LLC | 2,933 | $772 | 12/31/2023 |
CRM | 2,933 | $772 | 12/31/2023 |
Hazlett Burt & Watson Inc. | 2,924 | $770 | 12/31/2023 |
CRM | 2,924 | $770 | 12/31/2023 |
Bienville Capital Management LLC | 2,924 | $769 | 12/31/2023 |
CRM | 2,924 | $769 | 12/31/2023 |
Walkner Condon Financial Advisors LLC | 2,549 | $768 | 03/31/2024 |
CRM | 2,549 | $768 | 03/31/2024 |
Financial Advisory Corp UT ADV | 2,539 | $765 | 03/31/2024 |
CRM | 2,539 | $765 | 03/31/2024 |
Drive Wealth Management LLC | 2,536 | $765 | 03/31/2024 |
CRM | 2,536 | $765 | 03/31/2024 |
Icapital Wealth LLC | 2,909 | $765 | 12/31/2023 |
CRM | 2,909 | $765 | 12/31/2023 |
Probity Advisors Inc. | 2,903 | $764 | 12/31/2023 |
CRM | 2,903 | $764 | 12/31/2023 |
Osterweis Capital Management Inc. | 2,898 | $763 | 12/31/2023 |
CRM | 2,898 | $763 | 12/31/2023 |
Virtus ETF Advisers LLC | 2,895 | $762 | 12/31/2023 |
CRM | 2,895 | $762 | 12/31/2023 |
Sivia Capital Partners LLC | 2,521 | $759 | 03/31/2024 |
CRM | 2,521 | $759 | 03/31/2024 |
Strait & Sound Wealth Management LLC | 2,792 | $758 | 12/31/2023 |
CRM | 2,792 | $758 | 12/31/2023 |
TFG Advisers LLC | 2,872 | $756 | 12/31/2023 |
CRM | 2,872 | $756 | 12/31/2023 |
Solstein Capital LLC | 2,487 | $749 | 03/31/2024 |
CRM | 2,487 | $749 | 03/31/2024 |
Driehaus Capital Management LLC | 2,845 | $749 | 12/31/2023 |
CRM | 2,845 | $749 | 12/31/2023 |
EPIQ Capital Group LLC | 2,838 | $747 | 12/31/2023 |
CRM | 2,838 | $747 | 12/31/2023 |
Interchange Capital Partners LLC | 2,839 | $746 | 12/31/2023 |
CRM | 2,839 | $746 | 12/31/2023 |
OneAscent Financial Services LLC | 2,471 | $745 | 03/31/2024 |
CRM | 2,471 | $745 | 03/31/2024 |
Kapstone Financial Advisors LLC | 2,671 | $745 | 12/31/2023 |
CRM | 2,671 | $745 | 12/31/2023 |
Tyche Wealth Partners LLC | 2,470 | $744 | 03/31/2024 |
CRM | 2,470 | $744 | 03/31/2024 |
Mathes Company Inc. | 2,825 | $743 | 12/31/2023 |
CRM | 2,825 | $743 | 12/31/2023 |
Leo Wealth LLC | 2,824 | $743 | 12/31/2023 |
CRM | 2,824 | $743 | 12/31/2023 |
AdvisorNet Financial Inc | 2,450 | $738 | 03/31/2024 |
CRM | 2,450 | $738 | 03/31/2024 |
Eads & Heald Wealth Management | 2,434 | $733 | 03/31/2024 |
CRM | 2,434 | $733 | 03/31/2024 |
New Millennium Group LLC | 2,769 | $729 | 12/31/2023 |
CRM | 2,769 | $729 | 12/31/2023 |
Prentice Wealth Management LLC | 2,416 | $728 | 03/31/2024 |
CRM | 2,416 | $728 | 03/31/2024 |
Polymer Capital Management HK LTD | 2,750 | $724 | 12/31/2023 |
CRM | 2,750 | $724 | 12/31/2023 |
Hill Island Financial LLC | 2,747 | $723 | 12/31/2023 |
CRM | 2,747 | $723 | 12/31/2023 |
Relative Value Partners Group LLC | 2,742 | $722 | 12/31/2023 |
CRM | 2,742 | $722 | 12/31/2023 |
Johnson Financial Group Inc. | 2,740 | $721 | 12/31/2023 |
CRM | 2,740 | $721 | 12/31/2023 |
Haverford Trust Co. | 2,737 | $720 | 12/31/2023 |
CRM | 2,737 | $720 | 12/31/2023 |
Salvus Wealth Management LLC | 2,374 | $715 | 03/31/2024 |
CRM | 2,374 | $715 | 03/31/2024 |
Semmax Financial Advisors Inc. | 2,544 | $715 | 12/31/2023 |
CRM | 2,544 | $715 | 12/31/2023 |
Fortitude Family Office LLC | 2,368 | $713 | 03/31/2024 |
CRM | 2,368 | $713 | 03/31/2024 |
Childress Capital Advisors LLC | 2,352 | $708 | 03/31/2024 |
CRM | 2,352 | $708 | 03/31/2024 |
Malaga Cove Capital LLC | 2,683 | $706 | 12/31/2023 |
CRM | 2,683 | $706 | 12/31/2023 |
Change Path LLC | 2,680 | $705 | 12/31/2023 |
CRM | 2,680 | $705 | 12/31/2023 |
XTX Topco Ltd | 2,669 | $702 | 12/31/2023 |
CRM | 2,669 | $702 | 12/31/2023 |
Naples Global Advisors LLC | 2,656 | $699 | 12/31/2023 |
CRM | 2,656 | $699 | 12/31/2023 |
626 Financial LLC | 2,313 | $697 | 03/31/2024 |
CRM | 2,313 | $697 | 03/31/2024 |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 2,646 | $696 | 12/31/2023 |
CRM | 2,646 | $696 | 12/31/2023 |
Hengehold Capital Management LLC | 2,304 | $694 | 03/31/2024 |
CRM | 2,304 | $694 | 03/31/2024 |
Sonen Capital LLC | 2,636 | $694 | 12/31/2023 |
CRM | 2,636 | $694 | 12/31/2023 |
Parkside Advisors LLC | 2,299 | $693 | 03/31/2024 |
CRM | 2,299 | $693 | 03/31/2024 |
BluePath Capital Management LLC | 2,298 | $692 | 03/31/2024 |
CRM | 2,298 | $692 | 03/31/2024 |
Vise Technologies Inc. | 2,628 | $692 | 12/31/2023 |
CRM | 2,628 | $692 | 12/31/2023 |
Vivid Wealth Management LLC | 2,295 | $691 | 03/31/2024 |
CRM | 2,295 | $691 | 03/31/2024 |
WBH Advisory Inc. | 2,292 | $690 | 03/31/2024 |
CRM | 2,292 | $690 | 03/31/2024 |
Pine Haven Investment Counsel Inc | 2,279 | $686 | 03/31/2024 |
CRM | 2,279 | $686 | 03/31/2024 |
Garden State Investment Advisory Services LLC | 2,607 | $686 | 12/31/2023 |
CRM | 2,607 | $686 | 12/31/2023 |
Aprio Wealth Management LLC | 2,263 | $682 | 03/31/2024 |
CRM | 2,263 | $682 | 03/31/2024 |
Circle Wealth Management LLC | 2,589 | $681 | 12/31/2023 |
CRM | 2,589 | $681 | 12/31/2023 |
Mill Creek Capital Advisors LLC | 2,586 | $680 | 12/31/2023 |
CRM | 2,586 | $680 | 12/31/2023 |
Ables Iannone Moore & Associates Inc. | 2,584 | $680 | 12/31/2023 |
CRM | 2,584 | $680 | 12/31/2023 |
RAM Investment Partners LLC | 2,582 | $679 | 12/31/2023 |
CRM | 2,582 | $679 | 12/31/2023 |
Covenant Partners LLC | 2,575 | $678 | 12/31/2023 |
CRM | 2,575 | $678 | 12/31/2023 |
IVC Wealth Advisors LLC | 2,245 | $676 | 03/31/2024 |
CRM | 2,245 | $676 | 03/31/2024 |
Kozak & Associates Inc. | 2,512 | $676 | 12/31/2023 |
CRM | 2,512 | $676 | 12/31/2023 |
Telos Capital Management Inc. | 2,240 | $675 | 03/31/2024 |
CRM | 2,240 | $675 | 03/31/2024 |
New World Advisors LLC | 2,242 | $675 | 03/31/2024 |
CRM | 2,242 | $675 | 03/31/2024 |
Apollon Financial LLC | 2,563 | $674 | 12/31/2023 |
CRM | 2,563 | $674 | 12/31/2023 |
Ausdal Financial Partners Inc. | 2,233 | $673 | 03/31/2024 |
CRM | 2,233 | $673 | 03/31/2024 |
Trueblood Wealth Management LLC | 2,233 | $673 | 03/31/2024 |
CRM | 2,233 | $673 | 03/31/2024 |
Key Financial Inc | 2,547 | $670 | 12/31/2023 |
CRM | 2,547 | $670 | 12/31/2023 |
Knuff & Co LLC | 2,540 | $668 | 12/31/2023 |
CRM | 2,540 | $668 | 12/31/2023 |
Mirador Capital Partners LP | 2,214 | $667 | 03/31/2024 |
CRM | 2,214 | $667 | 03/31/2024 |
Financial Advisory Service Inc. | 2,529 | $665 | 12/31/2023 |
CRM | 2,529 | $665 | 12/31/2023 |
Orrstown Financial Services Inc. | 2,205 | $664 | 03/31/2024 |
CRM | 2,205 | $664 | 03/31/2024 |
Beaumont Financial Advisors LLC | 2,521 | $663 | 12/31/2023 |
CRM | 2,521 | $663 | 12/31/2023 |
Capital Investment Advisory Services LLC | 2,198 | $662 | 03/31/2024 |
CRM | 2,198 | $662 | 03/31/2024 |
Granite Group Advisors LLC | 2,164 | $662 | 12/31/2023 |
CRM | 2,164 | $662 | 12/31/2023 |
Mizuho Securities Co. Ltd. | 2,500 | $658 | 12/31/2023 |
CRM | 2,500 | $658 | 12/31/2023 |
Copperwynd Financial LLC | 2,486 | $654 | 12/31/2023 |
CRM | 2,486 | $654 | 12/31/2023 |
Sheets Smith Wealth Management | 2,480 | $653 | 12/31/2023 |
CRM | 2,480 | $653 | 12/31/2023 |
Maia Wealth LLC | 2,481 | $653 | 12/31/2023 |
CRM | 2,481 | $653 | 12/31/2023 |
Kuhn & Co Investment Counsel | 2,481 | $653 | 12/31/2023 |
CRM | 2,481 | $653 | 12/31/2023 |
Greenwich Wealth Management LLC | 2,464 | $648 | 12/31/2023 |
CRM | 2,464 | $648 | 12/31/2023 |
Zullo Investment Group Inc. | 2,148 | $647 | 03/31/2024 |
CRM | 2,148 | $647 | 03/31/2024 |
Headinvest LLC | 2,450 | $645 | 12/31/2023 |
CRM | 2,450 | $645 | 12/31/2023 |
Cim Investment Mangement Inc. | 2,425 | $638 | 12/31/2023 |
CRM | 2,425 | $638 | 12/31/2023 |
Israel Discount Bank of New York | 2,422 | $637 | 12/31/2023 |
CRM | 2,422 | $637 | 12/31/2023 |
Balanced Rock Investment Advisor | 2,418 | $636 | 12/31/2023 |
CRM | 2,418 | $636 | 12/31/2023 |
Confluence Wealth Services Inc. | 2,104 | $634 | 03/31/2024 |
CRM | 2,104 | $634 | 03/31/2024 |
Castleview Partners LLC | 2,409 | $634 | 12/31/2023 |
CRM | 2,409 | $634 | 12/31/2023 |
BLB&B Advisors LLC | 2,101 | $633 | 03/31/2024 |
CRM | 2,101 | $633 | 03/31/2024 |
National Wealth Management Group LLC | 2,406 | $633 | 12/31/2023 |
CRM | 2,406 | $633 | 12/31/2023 |
Provence Wealth Management Group | 2,403 | $632 | 12/31/2023 |
CRM | 2,403 | $632 | 12/31/2023 |
Sonoma Private Wealth LLC | 2,400 | $632 | 12/31/2023 |
CRM | 2,400 | $632 | 12/31/2023 |
Clarus Wealth Advisors | 2,096 | $628 | 03/31/2024 |
CRM | 2,096 | $628 | 03/31/2024 |
My Legacy Advisors LLC | 2,302 | $625 | 12/31/2023 |
CRM | 2,302 | $625 | 12/31/2023 |
Regent Peak Wealth Advisors LLC | 2,375 | $625 | 12/31/2023 |
CRM | 2,375 | $625 | 12/31/2023 |
Abbot Financial Management Inc. | 2,368 | $623 | 12/31/2023 |
CRM | 2,368 | $623 | 12/31/2023 |
Perfromance Wealth Partners LLC | 2,364 | $622 | 12/31/2023 |
CRM | 2,364 | $622 | 12/31/2023 |
Boston Trust Walden Corp | 2,063 | $621 | 03/31/2024 |
CRM | 2,063 | $621 | 03/31/2024 |
Burford Brothers Inc. | 2,361 | $621 | 12/31/2023 |
CRM | 2,361 | $621 | 12/31/2023 |
Kavar Capital Partners Group LLC | 2,356 | $620 | 12/31/2023 |
CRM | 2,356 | $620 | 12/31/2023 |
Jaffetilchin Investment Partners LLC | 2,351 | $619 | 12/31/2023 |
CRM | 2,351 | $619 | 12/31/2023 |
Lecap Asset Management Ltd. | 2,053 | $618 | 03/31/2024 |
CRM | 2,053 | $618 | 03/31/2024 |
Blue Fin Capital Inc. | 2,350 | $618 | 12/31/2023 |
CRM | 2,350 | $618 | 12/31/2023 |
First Financialcorp IN | 2,010 | $605 | 03/31/2024 |
CRM | 2,010 | $605 | 03/31/2024 |
Harvest Management LLC | 2,300 | $605 | 12/31/2023 |
CRM | 2,300 | $605 | 12/31/2023 |
Montecito Bank & Trust | 2,004 | $604 | 03/31/2024 |
CRM | 2,004 | $604 | 03/31/2024 |
Investment House LLC | 2,293 | $603 | 12/31/2023 |
CRM | 2,293 | $603 | 12/31/2023 |
Redwood Financial Network Corp | 2,285 | $601 | 12/31/2023 |
CRM | 2,285 | $601 | 12/31/2023 |
Catalyst Private Wealth LLC | 1,991 | $600 | 03/31/2024 |
CRM | 1,991 | $600 | 03/31/2024 |
Avalon Trust Co | 2,281 | $600 | 12/31/2023 |
CRM | 2,281 | $600 | 12/31/2023 |
Monetary Management Group Inc. | 2,275 | $599 | 12/31/2023 |
CRM | 2,275 | $599 | 12/31/2023 |
State of Wyoming | 2,277 | $599 | 12/31/2023 |
CRM | 2,277 | $599 | 12/31/2023 |
Roberts Glore & Co. Inc. IL | 2,254 | $593 | 12/31/2023 |
CRM | 2,254 | $593 | 12/31/2023 |
Regal Investment Advisors LLC | 2,246 | $591 | 12/31/2023 |
CRM | 2,246 | $591 | 12/31/2023 |
Custom Index Systems LLC | 2,245 | $591 | 12/31/2023 |
CRM | 2,245 | $591 | 12/31/2023 |
Winthrop Advisory Group LLC | 1,953 | $589 | 03/31/2024 |
CRM | 1,953 | $589 | 03/31/2024 |
FF Advisors LLC | 1,955 | $589 | 03/31/2024 |
CRM | 1,955 | $589 | 03/31/2024 |
Kensington Investment Counsel LLC | 2,226 | $586 | 12/31/2023 |
CRM | 2,226 | $586 | 12/31/2023 |
Studio Investment Management LLC | 2,228 | $586 | 12/31/2023 |
CRM | 2,228 | $586 | 12/31/2023 |
Waypoint Wealth Partners Inc. | 1,941 | $585 | 03/31/2024 |
CRM | 1,941 | $585 | 03/31/2024 |
Eagle Strategies LLC | 1,942 | $585 | 03/31/2024 |
CRM | 1,942 | $585 | 03/31/2024 |
Williams Jones Wealth Management LLC. | 2,224 | $585 | 12/31/2023 |
CRM | 2,224 | $585 | 12/31/2023 |
Relyea Zuckerberg Hanson LLC | 1,935 | $583 | 03/31/2024 |
CRM | 1,935 | $583 | 03/31/2024 |
Angeles Investment Advisors LLC | 2,214 | $583 | 12/31/2023 |
CRM | 2,214 | $583 | 12/31/2023 |
Traveka Wealth LLC | 1,927 | $580 | 03/31/2024 |
CRM | 1,927 | $580 | 03/31/2024 |
Crumly & Associates Inc. | 2,206 | $580 | 12/31/2023 |
CRM | 2,206 | $580 | 12/31/2023 |
Centurion Wealth Management LLC | 2,204 | $580 | 12/31/2023 |
CRM | 2,204 | $580 | 12/31/2023 |
Verdence Capital Advisors LLC | 1,920 | $578 | 03/31/2024 |
CRM | 1,920 | $578 | 03/31/2024 |
IFG Advisory LLC | 2,195 | $578 | 12/31/2023 |
CRM | 2,195 | $578 | 12/31/2023 |
SOA Wealth Advisors LLC. | 1,917 | $577 | 03/31/2024 |
CRM | 1,917 | $577 | 03/31/2024 |
Mitchell Mcleod Pugh & Williams Inc. | 2,194 | $577 | 12/31/2023 |
CRM | 2,194 | $577 | 12/31/2023 |
Valmark Advisers Inc. | 2,190 | $576 | 12/31/2023 |
CRM | 2,190 | $576 | 12/31/2023 |
Revolve Wealth Partners LLC | 1,898 | $572 | 03/31/2024 |
CRM | 1,898 | $572 | 03/31/2024 |
Blue Barn Wealth LLC | 2,168 | $570 | 12/31/2023 |
CRM | 2,168 | $570 | 12/31/2023 |
True North Advisors LLC | 1,888 | $569 | 03/31/2024 |
CRM | 1,888 | $569 | 03/31/2024 |
Northwest Financial Advisors | 2,162 | $569 | 12/31/2023 |
CRM | 2,162 | $569 | 12/31/2023 |
Fulcrum Capital LLC | 1,883 | $567 | 03/31/2024 |
CRM | 1,883 | $567 | 03/31/2024 |
Cedrus LLC | 1,884 | $567 | 03/31/2024 |
CRM | 1,884 | $567 | 03/31/2024 |
Chapin Davis Inc. | 1,870 | $563 | 03/31/2024 |
CRM | 1,870 | $563 | 03/31/2024 |
Magnus Financial Group LLC | 2,138 | $563 | 12/31/2023 |
CRM | 2,138 | $563 | 12/31/2023 |
First Affirmative Financial Network | 1,860 | $560 | 03/31/2024 |
CRM | 1,860 | $560 | 03/31/2024 |
Accel Wealth Management | 1,857 | $559 | 03/31/2024 |
CRM | 1,857 | $559 | 03/31/2024 |
Marino Stram & Associates LLC | 1,849 | $557 | 03/31/2024 |
CRM | 1,849 | $557 | 03/31/2024 |
Vicus Capital | 1,847 | $556 | 03/31/2024 |
CRM | 1,847 | $556 | 03/31/2024 |
Meridian Investment Counsel Inc. | 2,110 | $555 | 12/31/2023 |
CRM | 2,110 | $555 | 12/31/2023 |
Oak Thistle LLC | 1,835 | $553 | 03/31/2024 |
CRM | 1,835 | $553 | 03/31/2024 |
LVW Advisors LLC | 1,833 | $552 | 03/31/2024 |
CRM | 1,833 | $552 | 03/31/2024 |
Weil Company Inc. | 2,092 | $550 | 12/31/2023 |
CRM | 2,092 | $550 | 12/31/2023 |
Tennessee Valley Asset Management Partners | 1,821 | $549 | 03/31/2024 |
CRM | 1,821 | $549 | 03/31/2024 |
Cubic Asset Management LLC | 1,820 | $548 | 03/31/2024 |
CRM | 1,820 | $548 | 03/31/2024 |
BOK Financial Private Wealth Inc. | 2,081 | $548 | 12/31/2023 |
CRM | 2,081 | $548 | 12/31/2023 |
Inceptionr LLC | 2,081 | $548 | 12/31/2023 |
CRM | 2,081 | $548 | 12/31/2023 |
Perennial Advisors LLC | 1,815 | $547 | 03/31/2024 |
CRM | 1,815 | $547 | 03/31/2024 |
Arcataur Capital Management LLC | 1,815 | $547 | 03/31/2024 |
CRM | 1,815 | $547 | 03/31/2024 |
EWA LLC | 1,914 | $547 | 12/31/2023 |
CRM | 1,914 | $547 | 12/31/2023 |
Dover Advisors LLC | 2,070 | $545 | 12/31/2023 |
CRM | 2,070 | $545 | 12/31/2023 |
Alley Investment Management Company LLC | 2,060 | $542 | 12/31/2023 |
CRM | 2,060 | $542 | 12/31/2023 |
Apexium Financial LP | 1,793 | $541 | 03/31/2024 |
CRM | 1,793 | $541 | 03/31/2024 |
Tsfg LLC | 1,795 | $541 | 03/31/2024 |
CRM | 1,795 | $541 | 03/31/2024 |
New Republic Capital LLC | 2,055 | $541 | 12/31/2023 |
CRM | 2,055 | $541 | 12/31/2023 |
Chaney Capital Management Inc. | 1,793 | $540 | 03/31/2024 |
CRM | 1,793 | $540 | 03/31/2024 |
Smith Moore & CO. | 2,047 | $539 | 12/31/2023 |
CRM | 2,047 | $539 | 12/31/2023 |
Gerber Kawasaki Wealth & Investment Management | 2,049 | $539 | 12/31/2023 |
CRM | 2,049 | $539 | 12/31/2023 |
Northern Financial Advisors Inc | 2,041 | $537 | 12/31/2023 |
CRM | 2,041 | $537 | 12/31/2023 |
Park National Corp OH | 1,780 | $536 | 03/31/2024 |
CRM | 1,780 | $536 | 03/31/2024 |
Mather Group LLC. | 1,780 | $536 | 03/31/2024 |
CRM | 1,780 | $536 | 03/31/2024 |
Cottage Street Advisors LLC | 1,776 | $535 | 03/31/2024 |
CRM | 1,776 | $535 | 03/31/2024 |
Contravisory Investment Management Inc. | 1,773 | $534 | 03/31/2024 |
CRM | 1,773 | $534 | 03/31/2024 |
Baxter Bros Inc. | 2,029 | $534 | 12/31/2023 |
CRM | 2,029 | $534 | 12/31/2023 |
GYL Financial Synergies LLC | 2,025 | $533 | 12/31/2023 |
CRM | 2,025 | $533 | 12/31/2023 |
Pinnacle Bank | 1,767 | $532 | 03/31/2024 |
CRM | 1,767 | $532 | 03/31/2024 |
One Wealth Advisors LLC | 1,765 | $532 | 03/31/2024 |
CRM | 1,765 | $532 | 03/31/2024 |
Amussen Hunsaker Associates LLC | 2,022 | $532 | 12/31/2023 |
CRM | 2,022 | $532 | 12/31/2023 |
Nwam LLC | 2,011 | $529 | 12/31/2023 |
CRM | 2,011 | $529 | 12/31/2023 |
Seaport Global Advisors LLC | 2,011 | $529 | 12/31/2023 |
CRM | 2,011 | $529 | 12/31/2023 |
Mondrian Investment Partners LTD | 2,002 | $527 | 12/31/2023 |
CRM | 2,002 | $527 | 12/31/2023 |
Pacific Sage Partners LLC | 1,748 | $526 | 03/31/2024 |
CRM | 1,748 | $526 | 03/31/2024 |
Lombard Odier Asset Management USA Corp | 2,000 | $526 | 12/31/2023 |
CRM | 2,000 | $526 | 12/31/2023 |
Essex LLC | 1,999 | $526 | 12/31/2023 |
CRM | 1,999 | $526 | 12/31/2023 |
BOCHK Asset Management Ltd | 2,000 | $526 | 12/31/2023 |
CRM | 2,000 | $526 | 12/31/2023 |
Sunpointe LLC | 1,739 | $524 | 03/31/2024 |
CRM | 1,739 | $524 | 03/31/2024 |
Stiles Financial Services Inc | 1,991 | $524 | 12/31/2023 |
CRM | 1,991 | $524 | 12/31/2023 |
Peterson Wealth Services | 1,992 | $524 | 12/31/2023 |
CRM | 1,992 | $524 | 12/31/2023 |
CoreCap Advisors LLC | 1,987 | $523 | 12/31/2023 |
CRM | 1,987 | $523 | 12/31/2023 |
Blueshift Asset Management LLC | 1,983 | $522 | 12/31/2023 |
CRM | 1,983 | $522 | 12/31/2023 |
Brio Consultants LLC | 1,984 | $522 | 12/31/2023 |
CRM | 1,984 | $522 | 12/31/2023 |
Wedge Capital Management L L P NC | 1,729 | $521 | 03/31/2024 |
CRM | 1,729 | $521 | 03/31/2024 |
Thrive Capital Management LLC | 1,976 | $520 | 12/31/2023 |
CRM | 1,976 | $520 | 12/31/2023 |
Proficio Capital Partners LLC | 1,971 | $519 | 12/31/2023 |
CRM | 1,971 | $519 | 12/31/2023 |
JB Capital LLC | 1,973 | $519 | 12/31/2023 |
CRM | 1,973 | $519 | 12/31/2023 |
D Orazio & Associates Inc. | 1,968 | $518 | 12/31/2023 |
CRM | 1,968 | $518 | 12/31/2023 |
Jackson Square Capital LLC | 1,712 | $516 | 03/31/2024 |
CRM | 1,712 | $516 | 03/31/2024 |
Citizens National Bank Trust Department | 1,957 | $515 | 12/31/2023 |
CRM | 1,957 | $515 | 12/31/2023 |
Tactive Advisors LLC | 1,959 | $515 | 12/31/2023 |
CRM | 1,959 | $515 | 12/31/2023 |
Berger Financial Group Inc | 1,702 | $513 | 03/31/2024 |
CRM | 1,702 | $513 | 03/31/2024 |
Connecticut Wealth Management LLC | 1,944 | $512 | 12/31/2023 |
CRM | 1,944 | $512 | 12/31/2023 |
Virtue Capital Management LLC | 2,037 | $512 | 12/31/2023 |
CRM | 2,037 | $512 | 12/31/2023 |
Cape Investment Advisory Inc. | 1,942 | $511 | 12/31/2023 |
CRM | 1,942 | $511 | 12/31/2023 |
Washington Trust Advisors Inc. | 1,938 | $510 | 12/31/2023 |
CRM | 1,938 | $510 | 12/31/2023 |
Synergy Financial Group LTD | 1,938 | $510 | 12/31/2023 |
CRM | 1,938 | $510 | 12/31/2023 |
Riversedge Advisors LLC | 1,936 | $509 | 12/31/2023 |
CRM | 1,936 | $509 | 12/31/2023 |
Lakeview Capital Partners LLC | 1,931 | $508 | 12/31/2023 |
CRM | 1,931 | $508 | 12/31/2023 |
Capital Performance Advisors LLP | 1,684 | $507 | 03/31/2024 |
CRM | 1,684 | $507 | 03/31/2024 |
Encompass Wealth Advisors LLC | 1,924 | $506 | 12/31/2023 |
CRM | 1,924 | $506 | 12/31/2023 |
Battery Global Advisors LLC | 1,914 | $504 | 12/31/2023 |
CRM | 1,914 | $504 | 12/31/2023 |
Berry Wealth Group LP | 1,669 | $503 | 03/31/2024 |
CRM | 1,669 | $503 | 03/31/2024 |
Castle Rock Wealth Management LLC | 2,006 | $503 | 12/31/2023 |
CRM | 2,006 | $503 | 12/31/2023 |
Bigelow Investment Advisors LLC | 1,909 | $502 | 12/31/2023 |
CRM | 1,909 | $502 | 12/31/2023 |
LaSalle St. Investment Advisors LLC | 1,908 | $502 | 12/31/2023 |
CRM | 1,908 | $502 | 12/31/2023 |
Integrated Investment Consultants LLC | 1,653 | $498 | 03/31/2024 |
CRM | 1,653 | $498 | 03/31/2024 |
Arden Trust Co | 1,654 | $498 | 03/31/2024 |
CRM | 1,654 | $498 | 03/31/2024 |
BKD Wealth Advisors LLC | 1,650 | $497 | 03/31/2024 |
CRM | 1,650 | $497 | 03/31/2024 |
Hyperion Partners LLC | 1,651 | $497 | 03/31/2024 |
CRM | 1,651 | $497 | 03/31/2024 |
Barnes Pettey Financial Advisors LLC | 1,884 | $496 | 12/31/2023 |
CRM | 1,884 | $496 | 12/31/2023 |
Brandywine Oak Private Wealth LLC | 1,876 | $494 | 12/31/2023 |
CRM | 1,876 | $494 | 12/31/2023 |
Clarity Wealth Advisors LLC | 1,629 | $491 | 03/31/2024 |
CRM | 1,629 | $491 | 03/31/2024 |
Northern Oak Wealth Management Inc. | 1,865 | $491 | 12/31/2023 |
CRM | 1,865 | $491 | 12/31/2023 |
Strata Wealth Advisors LLC | 1,627 | $490 | 03/31/2024 |
CRM | 1,627 | $490 | 03/31/2024 |
Gemmer Asset Management LLC | 1,619 | $488 | 03/31/2024 |
CRM | 1,619 | $488 | 03/31/2024 |
Silvercrest Asset Management Group LLC | 1,855 | $488 | 12/31/2023 |
CRM | 1,855 | $488 | 12/31/2023 |
Truvestments Capital LLC | 1,850 | $487 | 12/31/2023 |
CRM | 1,850 | $487 | 12/31/2023 |
Alliance Wealth Advisors LLC | 1,615 | $486 | 03/31/2024 |
CRM | 1,615 | $486 | 03/31/2024 |
Aspen Investment Management Inc | 1,603 | $483 | 03/31/2024 |
CRM | 1,603 | $483 | 03/31/2024 |
Jeppson Wealth Management LLC | 1,604 | $483 | 03/31/2024 |
CRM | 1,604 | $483 | 03/31/2024 |
JNBA Financial Advisors | 1,597 | $481 | 03/31/2024 |
CRM | 1,597 | $481 | 03/31/2024 |
HAP Trading LLC | $480 | 12/31/2023 | |
Call | 16,800 | $490 | 12/31/2023 |
Put | 12,000 | $10 | 12/31/2023 |
Nicholas Hoffman & Company LLC. | 1,584 | $477 | 03/31/2024 |
CRM | 1,584 | $477 | 03/31/2024 |
Hartford Funds Management Co LLC | 1,802 | $474 | 12/31/2023 |
CRM | 1,802 | $474 | 12/31/2023 |
High Note Wealth LLC | 1,800 | $474 | 12/31/2023 |
CRM | 1,800 | $474 | 12/31/2023 |
Copperleaf Capital LLC | 1,795 | $472 | 12/31/2023 |
CRM | 1,795 | $472 | 12/31/2023 |
Windsor Capital Management LLC | 1,563 | $471 | 03/31/2024 |
CRM | 1,563 | $471 | 03/31/2024 |
Wetzel Investment Advisors Inc. | 1,561 | $470 | 03/31/2024 |
CRM | 1,561 | $470 | 03/31/2024 |
Evermay Wealth Management LLC | 1,788 | $470 | 12/31/2023 |
CRM | 1,788 | $470 | 12/31/2023 |
Pathway Financial Advisors LLC | 1,555 | $468 | 03/31/2024 |
CRM | 1,555 | $468 | 03/31/2024 |
Dynamic Technology Lab Private Ltd | 1,779 | $468 | 12/31/2023 |
CRM | 1,779 | $468 | 12/31/2023 |
Dougherty Wealth Advisers LLC | 1,549 | $467 | 03/31/2024 |
CRM | 1,549 | $467 | 03/31/2024 |
Madison Park Capital Advisors LLC | 1,544 | $465 | 03/31/2024 |
CRM | 1,544 | $465 | 03/31/2024 |
Jacobsen Capital Management | 1,539 | $464 | 03/31/2024 |
CRM | 1,539 | $464 | 03/31/2024 |
Argonautica Private Wealth Management Inc. | 1,764 | $464 | 12/31/2023 |
CRM | 1,764 | $464 | 12/31/2023 |
Pointe Capital Management LLC | 1,755 | $462 | 12/31/2023 |
CRM | 1,755 | $462 | 12/31/2023 |
Patron Partners Advisors LLC | 1,757 | $462 | 12/31/2023 |
CRM | 1,757 | $462 | 12/31/2023 |
Peninsula Wealth LLC | 1,751 | $461 | 12/31/2023 |
CRM | 1,751 | $461 | 12/31/2023 |
Evanson Asset Management LLC | 1,526 | $460 | 03/31/2024 |
CRM | 1,526 | $460 | 03/31/2024 |
Archetype Wealth Partners LLC | 1,745 | $459 | 12/31/2023 |
CRM | 1,745 | $459 | 12/31/2023 |
Busey Wealth Management | 1,521 | $458 | 03/31/2024 |
CRM | 1,521 | $458 | 03/31/2024 |
Tritonpoint Wealth LLC | 1,521 | $458 | 03/31/2024 |
CRM | 1,521 | $458 | 03/31/2024 |
SlateStone Wealth LLC | 1,518 | $457 | 03/31/2024 |
CRM | 1,518 | $457 | 03/31/2024 |
KG&L Capital Management LLC | 1,516 | $457 | 03/31/2024 |
CRM | 1,516 | $457 | 03/31/2024 |
Wayfinding Financial LLC | 1,737 | $457 | 12/31/2023 |
CRM | 1,737 | $457 | 12/31/2023 |
Colonial River Wealth Management LLC | 1,732 | $456 | 12/31/2023 |
CRM | 1,732 | $456 | 12/31/2023 |
Truepoint Inc. | 1,725 | $454 | 12/31/2023 |
CRM | 1,725 | $454 | 12/31/2023 |
Worth Financial Advisory Group LLC | 1,727 | $454 | 12/31/2023 |
CRM | 1,727 | $454 | 12/31/2023 |
Cedar Wealth Management LLC | 1,722 | $453 | 12/31/2023 |
CRM | 1,722 | $453 | 12/31/2023 |
Bridgefront Capital LLC | 1,718 | $452 | 12/31/2023 |
CRM | 1,718 | $452 | 12/31/2023 |
Verus Capital Partners LLC | 1,718 | $452 | 12/31/2023 |
CRM | 1,718 | $452 | 12/31/2023 |
TBH Global Asset Management LLC | 1,715 | $451 | 12/31/2023 |
CRM | 1,715 | $451 | 12/31/2023 |
West Oak Capital LLC | 1,495 | $450 | 03/31/2024 |
CRM | 1,495 | $450 | 03/31/2024 |
Everpar Advisors LLC | 1,494 | $450 | 03/31/2024 |
CRM | 1,494 | $450 | 03/31/2024 |
JT Stratford LLC | 1,705 | $449 | 12/31/2023 |
CRM | 1,705 | $449 | 12/31/2023 |
Folger Nolan Fleming Douglas Capital Management Inc. | 1,487 | $448 | 03/31/2024 |
CRM | 1,487 | $448 | 03/31/2024 |
Aigen Investment Management LP | 1,701 | $448 | 12/31/2023 |
CRM | 1,701 | $448 | 12/31/2023 |
Guardian Wealth Advisors LLC NC | 1,704 | $448 | 12/31/2023 |
CRM | 1,704 | $448 | 12/31/2023 |
Cedar Brook Financial Partners LLC | 1,482 | $446 | 03/31/2024 |
CRM | 1,482 | $446 | 03/31/2024 |
Outlook Wealth Advisors LLC | 1,474 | $444 | 03/31/2024 |
CRM | 1,474 | $444 | 03/31/2024 |
Geller Advisors LLC | 1,687 | $444 | 12/31/2023 |
CRM | 1,687 | $444 | 12/31/2023 |
Private Portfolio Partners LLC | 1,685 | $443 | 12/31/2023 |
CRM | 1,685 | $443 | 12/31/2023 |
White Pine Capital LLC | 1,681 | $442 | 12/31/2023 |
CRM | 1,681 | $442 | 12/31/2023 |
RiverGlades Family Offices LLC | 1,525 | $438 | 12/31/2023 |
CRM | 1,525 | $438 | 12/31/2023 |
Private Capital Management LLC | 1,452 | $437 | 03/31/2024 |
CRM | 1,452 | $437 | 03/31/2024 |
VanderPol Investments L.L.C. | 1,452 | $437 | 03/31/2024 |
CRM | 1,452 | $437 | 03/31/2024 |
New Jersey Better Educational Savings Trust | 1,656 | $436 | 12/31/2023 |
CRM | 1,656 | $436 | 12/31/2023 |
Keystone Financial Group | 1,657 | $436 | 12/31/2023 |
CRM | 1,657 | $436 | 12/31/2023 |
Tobam | 1,649 | $434 | 12/31/2023 |
CRM | 1,649 | $434 | 12/31/2023 |
Schnieders Capital Management LLC | 1,438 | $433 | 03/31/2024 |
CRM | 1,438 | $433 | 03/31/2024 |
Resonant Capital Advisors LLC | 1,641 | $432 | 12/31/2023 |
CRM | 1,641 | $432 | 12/31/2023 |
Well Done LLC | 1,423 | $429 | 03/31/2024 |
CRM | 1,423 | $429 | 03/31/2024 |
CVA Family Office LLC | 1,424 | $429 | 03/31/2024 |
CRM | 1,424 | $429 | 03/31/2024 |
Lodestar Private Asset Management LLC | 1,423 | $429 | 03/31/2024 |
CRM | 1,423 | $429 | 03/31/2024 |
Fi3 FINANCIAL ADVISORS LLC | 1,628 | $428 | 12/31/2023 |
CRM | 1,628 | $428 | 12/31/2023 |
Brevan Howard Capital Management LP | 1,621 | $427 | 12/31/2023 |
CRM | 1,621 | $427 | 12/31/2023 |
Fort Sheridan Advisors LLC | 1,619 | $426 | 12/31/2023 |
CRM | 1,619 | $426 | 12/31/2023 |
Gries Financial LLC | 1,615 | $425 | 12/31/2023 |
CRM | 1,615 | $425 | 12/31/2023 |
Accurate Wealth Management LLC | 1,407 | $424 | 03/31/2024 |
CRM | 1,407 | $424 | 03/31/2024 |
Smith Group Asset Management LLC | 1,608 | $423 | 12/31/2023 |
CRM | 1,608 | $423 | 12/31/2023 |
Gabelli Funds LLC | 1,605 | $422 | 12/31/2023 |
CRM | 1,605 | $422 | 12/31/2023 |
Aveo Capital Partners LLC | 1,605 | $422 | 12/31/2023 |
CRM | 1,605 | $422 | 12/31/2023 |
Good Life Advisors LLC | 1,601 | $421 | 12/31/2023 |
CRM | 1,601 | $421 | 12/31/2023 |
VisionPoint Advisory Group LLC | 1,600 | $421 | 12/31/2023 |
CRM | 1,600 | $421 | 12/31/2023 |
IFG Advisors LLC | 1,390 | $419 | 03/31/2024 |
CRM | 1,390 | $419 | 03/31/2024 |
SILVER OAK SECURITIES Inc | 1,591 | $419 | 12/31/2023 |
CRM | 1,591 | $419 | 12/31/2023 |
Fountainhead AM LLC | 1,592 | $419 | 12/31/2023 |
CRM | 1,592 | $419 | 12/31/2023 |
Fermata Advisors LLC | 1,388 | $418 | 03/31/2024 |
CRM | 1,388 | $418 | 03/31/2024 |
West Branch Capital LLC | 1,384 | $417 | 03/31/2024 |
CRM | 1,384 | $417 | 03/31/2024 |
Prossimo Advisors LLC | 1,585 | $417 | 12/31/2023 |
CRM | 1,585 | $417 | 12/31/2023 |
Callan Capital LLC | 1,582 | $416 | 12/31/2023 |
CRM | 1,582 | $416 | 12/31/2023 |
Addison Advisors LLC | 1,576 | $415 | 12/31/2023 |
CRM | 1,576 | $415 | 12/31/2023 |
Avenue 1 Advisors LLC | 1,374 | $414 | 03/31/2024 |
CRM | 1,374 | $414 | 03/31/2024 |
WNY Asset Management LLC | 1,572 | $414 | 12/31/2023 |
CRM | 1,572 | $414 | 12/31/2023 |
Avory & Company LLC | 1,574 | $414 | 12/31/2023 |
CRM | 1,574 | $414 | 12/31/2023 |
Stonebridge Financial Planning Group LLC | 1,570 | $413 | 12/31/2023 |
CRM | 1,570 | $413 | 12/31/2023 |
Sonata Capital Group Inc. | 1,567 | $412 | 12/31/2023 |
CRM | 1,567 | $412 | 12/31/2023 |
Spartan Planning & Wealth Management | 1,567 | $412 | 12/31/2023 |
CRM | 1,567 | $412 | 12/31/2023 |
Veracity Capital LLC | 1,366 | $411 | 03/31/2024 |
CRM | 1,366 | $411 | 03/31/2024 |
FFT Wealth Management LLC | 1,561 | $411 | 12/31/2023 |
CRM | 1,561 | $411 | 12/31/2023 |
Adirondack Trust Co. | 1,350 | $407 | 03/31/2024 |
CRM | 1,350 | $407 | 03/31/2024 |
First Heartland Consultants Inc. | 1,547 | $407 | 12/31/2023 |
CRM | 1,547 | $407 | 12/31/2023 |
Hemenway Trust Co LLC | 1,535 | $404 | 12/31/2023 |
CRM | 1,535 | $404 | 12/31/2023 |
Hodges Capital Management Inc. | 1,337 | $403 | 03/31/2024 |
CRM | 1,337 | $403 | 03/31/2024 |
McAlister Sweet & Associates Inc. | 1,337 | $403 | 03/31/2024 |
CRM | 1,337 | $403 | 03/31/2024 |
OneAscent Wealth Management LLC | 1,337 | $403 | 03/31/2024 |
CRM | 1,337 | $403 | 03/31/2024 |
PFG Advisors | 1,533 | $403 | 12/31/2023 |
CRM | 1,533 | $403 | 12/31/2023 |
Pegasus Partners Ltd. | 1,334 | $402 | 03/31/2024 |
CRM | 1,334 | $402 | 03/31/2024 |
SSI Investment Management LLC | 1,529 | $402 | 12/31/2023 |
CRM | 1,529 | $402 | 12/31/2023 |
Arcadia Investment Management Corp MI | 1,328 | $400 | 03/31/2024 |
CRM | 1,328 | $400 | 03/31/2024 |
First National Bank Sioux Falls | 1,324 | $399 | 03/31/2024 |
CRM | 1,324 | $399 | 03/31/2024 |
Lee Danner & Bass Inc. | 1,515 | $399 | 12/31/2023 |
CRM | 1,515 | $399 | 12/31/2023 |
CNB Bank | 1,511 | $398 | 12/31/2023 |
CRM | 1,511 | $398 | 12/31/2023 |
LJI Wealth Management LLC | 1,511 | $398 | 12/31/2023 |
CRM | 1,511 | $398 | 12/31/2023 |
Retirement Income Solutions Inc | 1,510 | $397 | 12/31/2023 |
CRM | 1,510 | $397 | 12/31/2023 |
Ferguson Wellman Capital Management Inc. | 1,311 | $395 | 03/31/2024 |
CRM | 1,311 | $395 | 03/31/2024 |
Whitaker Myers Wealth Managers LTD. | 1,312 | $395 | 03/31/2024 |
CRM | 1,312 | $395 | 03/31/2024 |
Aristotle Atlantic Partners LLC | 1,500 | $395 | 12/31/2023 |
CRM | 1,500 | $395 | 12/31/2023 |
Advisory Alpha LLC | 1,498 | $394 | 12/31/2023 |
CRM | 1,498 | $394 | 12/31/2023 |
Richardson Financial Services Inc. | 1,497 | $394 | 12/31/2023 |
CRM | 1,497 | $394 | 12/31/2023 |
Powers Advisory Group LLC | 1,303 | $392 | 03/31/2024 |
CRM | 1,303 | $392 | 03/31/2024 |
Canton Hathaway LLC | 1,488 | $392 | 12/31/2023 |
CRM | 1,488 | $392 | 12/31/2023 |
Bridges Investment Management Inc. | 1,296 | $390 | 03/31/2024 |
CRM | 1,296 | $390 | 03/31/2024 |
Traynor Capital Management Inc. | 1,294 | $390 | 03/31/2024 |
CRM | 1,294 | $390 | 03/31/2024 |
Nichols & Pratt Advisers LLP MA | 1,480 | $389 | 12/31/2023 |
CRM | 1,480 | $389 | 12/31/2023 |
Summit Global Investments | 1,478 | $389 | 12/31/2023 |
CRM | 1,478 | $389 | 12/31/2023 |
JJJ Advisors Inc. | 1,286 | $387 | 03/31/2024 |
CRM | 1,286 | $387 | 03/31/2024 |
MBL Wealth LLC | 1,284 | $387 | 03/31/2024 |
CRM | 1,284 | $387 | 03/31/2024 |
Cobblestone Capital Advisors LLC NY | 1,471 | $387 | 12/31/2023 |
CRM | 1,471 | $387 | 12/31/2023 |
Grandfield & Dodd LLC | 1,464 | $385 | 12/31/2023 |
CRM | 1,464 | $385 | 12/31/2023 |
Paladin Advisory Group LLC | 1,464 | $385 | 12/31/2023 |
CRM | 1,464 | $385 | 12/31/2023 |
Kennedy Investment Group | 1,275 | $384 | 03/31/2024 |
CRM | 1,275 | $384 | 03/31/2024 |
West Family Investments Inc. | 1,459 | $384 | 12/31/2023 |
CRM | 1,459 | $384 | 12/31/2023 |
Tradition Wealth Management LLC | 1,459 | $384 | 12/31/2023 |
CRM | 1,459 | $384 | 12/31/2023 |
Waters Parkerson & CO. LLC | 1,457 | $383 | 12/31/2023 |
CRM | 1,457 | $383 | 12/31/2023 |
Waddell & Associates LLC | 1,452 | $382 | 12/31/2023 |
CRM | 1,452 | $382 | 12/31/2023 |
Fortune Financial Advisors LLC | 1,261 | $380 | 03/31/2024 |
CRM | 1,261 | $380 | 03/31/2024 |
Frank Rimerman Advisors LLC | 1,444 | $380 | 12/31/2023 |
CRM | 1,444 | $380 | 12/31/2023 |
Trilogy Capital Inc. | 1,257 | $379 | 03/31/2024 |
CRM | 1,257 | $379 | 03/31/2024 |
DC Investments Management LLC | 1,441 | $379 | 12/31/2023 |
CRM | 1,441 | $379 | 12/31/2023 |
Aspire Capital Advisors LLC | 1,432 | $377 | 12/31/2023 |
CRM | 1,432 | $377 | 12/31/2023 |
Armstrong Fleming & Moore Inc | 1,249 | $376 | 03/31/2024 |
CRM | 1,249 | $376 | 03/31/2024 |
Precision Wealth Strategies LLC | 1,427 | $376 | 12/31/2023 |
CRM | 1,427 | $376 | 12/31/2023 |
Arvest Trust Co. N A | 1,424 | $375 | 12/31/2023 |
CRM | 1,424 | $375 | 12/31/2023 |
Capital Advisory Group Advisory Services LLC | 1,240 | $373 | 03/31/2024 |
CRM | 1,240 | $373 | 03/31/2024 |
TCI Wealth Advisors Inc. | 1,416 | $373 | 12/31/2023 |
CRM | 1,416 | $373 | 12/31/2023 |
Maxwell Wealth Strategies Inc. | 1,412 | $372 | 12/31/2023 |
CRM | 1,412 | $372 | 12/31/2023 |
Wagner Wealth Management LLC | 1,233 | $371 | 03/31/2024 |
CRM | 1,233 | $371 | 03/31/2024 |
Creative Financial Designs Inc. ADV | 1,411 | $371 | 12/31/2023 |
CRM | 1,411 | $371 | 12/31/2023 |
Hoylecohen LLC | 1,409 | $371 | 12/31/2023 |
CRM | 1,409 | $371 | 12/31/2023 |
Beacon Financial Group | 1,411 | $371 | 12/31/2023 |
CRM | 1,411 | $371 | 12/31/2023 |
Joel Isaacson & Co. LLC | 1,411 | $371 | 12/31/2023 |
CRM | 1,411 | $371 | 12/31/2023 |
Indiana Trust & Investment Management CO | 1,229 | $370 | 03/31/2024 |
CRM | 1,229 | $370 | 03/31/2024 |
SPC Financial Inc. | 1,405 | $370 | 12/31/2023 |
CRM | 1,405 | $370 | 12/31/2023 |
Glassy Mountain Advisors Inc. | 1,224 | $369 | 03/31/2024 |
CRM | 1,224 | $369 | 03/31/2024 |
Lantz Financial LLC | 1,222 | $368 | 03/31/2024 |
CRM | 1,222 | $368 | 03/31/2024 |
Enterprise Financial Services Corp | 1,398 | $368 | 12/31/2023 |
CRM | 1,398 | $368 | 12/31/2023 |
DORCHESTER WEALTH MANAGEMENT Co | 1,400 | $368 | 12/31/2023 |
CRM | 1,400 | $368 | 12/31/2023 |
Berkeley Capital Partners LLC | 1,398 | $368 | 12/31/2023 |
CRM | 1,398 | $368 | 12/31/2023 |
Richard W. Paul & Associates LLC | 1,400 | $368 | 12/31/2023 |
CRM | 1,400 | $368 | 12/31/2023 |
Collective Family Office LLC | 1,215 | $366 | 03/31/2024 |
CRM | 1,215 | $366 | 03/31/2024 |
HTLF Bank | 1,208 | $364 | 03/31/2024 |
CRM | 1,208 | $364 | 03/31/2024 |
Gordian Capital Singapore Pte Ltd | 1,382 | $364 | 12/31/2023 |
CRM | 1,382 | $364 | 12/31/2023 |
West Michigan Advisors LLC | 1,385 | $364 | 12/31/2023 |
CRM | 1,385 | $364 | 12/31/2023 |
Balboa Wealth Partners | 1,381 | $363 | 12/31/2023 |
CRM | 1,381 | $363 | 12/31/2023 |
Mattern Wealth Management LLC | 1,370 | $361 | 12/31/2023 |
CRM | 1,370 | $361 | 12/31/2023 |
Semus Wealth Partners LLC | 1,373 | $361 | 12/31/2023 |
CRM | 1,373 | $361 | 12/31/2023 |
Gradient Capital Advisors LLC | 1,195 | $360 | 03/31/2024 |
CRM | 1,195 | $360 | 03/31/2024 |
Five Oceans Advisors | 1,194 | $360 | 03/31/2024 |
CRM | 1,194 | $360 | 03/31/2024 |
Glassman Wealth Services | 1,369 | $360 | 12/31/2023 |
CRM | 1,369 | $360 | 12/31/2023 |
First Trust Investment Solutions L.P. | 1,369 | $360 | 12/31/2023 |
CRM | 1,369 | $360 | 12/31/2023 |
Wealthstar Advisors LLC | 1,192 | $359 | 03/31/2024 |
CRM | 1,192 | $359 | 03/31/2024 |
DGS Capital Management LLC | 1,191 | $359 | 03/31/2024 |
CRM | 1,191 | $359 | 03/31/2024 |
Seven Mile Advisory | 1,366 | $359 | 12/31/2023 |
CRM | 1,366 | $359 | 12/31/2023 |
Twin Focus Capital Partners LLC | 1,361 | $358 | 12/31/2023 |
CRM | 1,361 | $358 | 12/31/2023 |
Klingman & Associates LLC | 1,359 | $358 | 12/31/2023 |
CRM | 1,359 | $358 | 12/31/2023 |
DAGCO Inc. | 1,357 | $357 | 12/31/2023 |
CRM | 1,357 | $357 | 12/31/2023 |
Dynamic Wealth Strategies LLC | 1,357 | $357 | 12/31/2023 |
CRM | 1,357 | $357 | 12/31/2023 |
TrueWealth Advisors LLC | 1,180 | $355 | 03/31/2024 |
CRM | 1,180 | $355 | 03/31/2024 |
Advisor OS LLC | 1,349 | $355 | 12/31/2023 |
CRM | 1,349 | $355 | 12/31/2023 |
Yoder Wealth Management Inc. | 1,177 | $354 | 03/31/2024 |
CRM | 1,177 | $354 | 03/31/2024 |
Bremer Bank National Association | 1,173 | $353 | 03/31/2024 |
CRM | 1,173 | $353 | 03/31/2024 |
Stokes Family Office LLC | 1,342 | $353 | 12/31/2023 |
CRM | 1,342 | $353 | 12/31/2023 |
Elgethun Capital Management | 1,339 | $352 | 12/31/2023 |
CRM | 1,339 | $352 | 12/31/2023 |
Sabal Trust CO | 1,335 | $351 | 12/31/2023 |
CRM | 1,335 | $351 | 12/31/2023 |
Consolidated Capital Management LLC | 1,333 | $351 | 12/31/2023 |
CRM | 1,333 | $351 | 12/31/2023 |
BIP Wealth LLC | 1,327 | $349 | 12/31/2023 |
CRM | 1,327 | $349 | 12/31/2023 |
Wealth Dimensions Group Ltd. | 1,324 | $349 | 12/31/2023 |
CRM | 1,324 | $349 | 12/31/2023 |
Wilson & Boucher Capital Management LLC | 1,325 | $349 | 12/31/2023 |
CRM | 1,325 | $349 | 12/31/2023 |
AllSquare Wealth Management LLC | 1,324 | $348 | 12/31/2023 |
CRM | 1,324 | $348 | 12/31/2023 |
Holderness Investments Co. | 1,317 | $347 | 12/31/2023 |
CRM | 1,317 | $347 | 12/31/2023 |
North Star Investment Management Corp. | 1,319 | $347 | 12/31/2023 |
CRM | 1,319 | $347 | 12/31/2023 |
Landmark Financial Advisors LLC | 1,319 | $347 | 12/31/2023 |
CRM | 1,319 | $347 | 12/31/2023 |
Ignite Planners LLC | 1,144 | $346 | 03/31/2024 |
CRM | 1,144 | $346 | 03/31/2024 |
Sovereign Financial Group Inc. | 1,147 | $345 | 03/31/2024 |
CRM | 1,147 | $345 | 03/31/2024 |
Beacon Financial Advisory LLC | 1,309 | $344 | 12/31/2023 |
CRM | 1,309 | $344 | 12/31/2023 |
Delta Financial Group Inc. | 1,305 | $343 | 12/31/2023 |
CRM | 1,305 | $343 | 12/31/2023 |
RFG Holdings Inc. | 1,135 | $342 | 03/31/2024 |
CRM | 1,135 | $342 | 03/31/2024 |
Mengis Capital Management Inc. | 1,299 | $342 | 12/31/2023 |
CRM | 1,299 | $342 | 12/31/2023 |
Waterloo Capital L.P. | 1,299 | $342 | 12/31/2023 |
CRM | 1,299 | $342 | 12/31/2023 |
Opes Wealth Management LLC | 1,295 | $341 | 12/31/2023 |
CRM | 1,295 | $341 | 12/31/2023 |
Formidable Asset Management LLC | 1,291 | $340 | 12/31/2023 |
CRM | 1,291 | $340 | 12/31/2023 |
Wealth Architects LLC | 1,292 | $340 | 12/31/2023 |
CRM | 1,292 | $340 | 12/31/2023 |
Insight Advisors LLC PA | 1,291 | $340 | 12/31/2023 |
CRM | 1,291 | $340 | 12/31/2023 |
Kolinsky Wealth Management LLC | 1,287 | $339 | 12/31/2023 |
CRM | 1,287 | $339 | 12/31/2023 |
GSG Advisors LLC | 1,110 | $338 | 03/31/2024 |
CRM | 1,110 | $338 | 03/31/2024 |
Werlinich Asset Management LLC | 1,123 | $338 | 03/31/2024 |
CRM | 1,123 | $338 | 03/31/2024 |
Point72 Europe London LLP | 1,284 | $338 | 12/31/2023 |
CRM | 1,284 | $338 | 12/31/2023 |
KC Investment Advisors LLC | 1,286 | $338 | 12/31/2023 |
CRM | 1,286 | $338 | 12/31/2023 |
Farmers & Merchants Investments Inc. | 1,120 | $337 | 03/31/2024 |
CRM | 1,120 | $337 | 03/31/2024 |
Raleigh Capital Management Inc. | 1,282 | $337 | 12/31/2023 |
CRM | 1,282 | $337 | 12/31/2023 |
DSC Advisors L.P. | 1,278 | $336 | 12/31/2023 |
CRM | 1,278 | $336 | 12/31/2023 |
Future Fund LLC | 1,278 | $336 | 12/31/2023 |
CRM | 1,278 | $336 | 12/31/2023 |
GLOBALT Investments LLC GA | 1,271 | $334 | 12/31/2023 |
CRM | 1,271 | $334 | 12/31/2023 |
Sigma Investment Counselors Inc. | 1,106 | $333 | 03/31/2024 |
CRM | 1,106 | $333 | 03/31/2024 |
Highview Capital Management LLC DE | 1,105 | $333 | 03/31/2024 |
CRM | 1,105 | $333 | 03/31/2024 |
Pinnacle West Asset Management Inc. | 1,105 | $333 | 03/31/2024 |
CRM | 1,105 | $333 | 03/31/2024 |
Sitrin Capital Management LLC | 1,266 | $333 | 12/31/2023 |
CRM | 1,266 | $333 | 12/31/2023 |
Beaton Management Co. Inc. | 1,262 | $332 | 12/31/2023 |
CRM | 1,262 | $332 | 12/31/2023 |
Nadler Financial Group Inc. | 1,098 | $331 | 03/31/2024 |
CRM | 1,098 | $331 | 03/31/2024 |
Sandy Cove Advisors LLC | 1,097 | $330 | 03/31/2024 |
CRM | 1,097 | $330 | 03/31/2024 |
Vantage Consulting Group Inc | 1,242 | $327 | 12/31/2023 |
CRM | 1,242 | $327 | 12/31/2023 |
Savvy Advisors Inc. | 1,242 | $327 | 12/31/2023 |
CRM | 1,242 | $327 | 12/31/2023 |
PSI Advisors LLC | 1,081 | $326 | 03/31/2024 |
CRM | 1,081 | $326 | 03/31/2024 |
JBR Co Financial Management Inc | 1,237 | $326 | 12/31/2023 |
CRM | 1,237 | $326 | 12/31/2023 |
Parisi Gray Wealth Management | 1,078 | $325 | 03/31/2024 |
CRM | 1,078 | $325 | 03/31/2024 |
City State Bank | 1,079 | $325 | 03/31/2024 |
CRM | 1,079 | $325 | 03/31/2024 |
Fielder Capital Group LLC | 1,079 | $325 | 03/31/2024 |
CRM | 1,079 | $325 | 03/31/2024 |
Summa Corp. | 1,075 | $324 | 03/31/2024 |
CRM | 1,075 | $324 | 03/31/2024 |
Olistico Wealth LLC | 1,070 | $322 | 03/31/2024 |
CRM | 1,070 | $322 | 03/31/2024 |
Heritage Wealth Advisors | 1,224 | $322 | 12/31/2023 |
CRM | 1,224 | $322 | 12/31/2023 |
Bellecapital International Ltd. | 1,224 | $322 | 12/31/2023 |
CRM | 1,224 | $322 | 12/31/2023 |
1858 Wealth Management LLC | 1,065 | $321 | 03/31/2024 |
CRM | 1,065 | $321 | 03/31/2024 |
White Knight Strategic Wealth Advisors LLC | 1,220 | $321 | 12/31/2023 |
CRM | 1,220 | $321 | 12/31/2023 |
LexAurum Advisors LLC | 1,061 | $320 | 03/31/2024 |
CRM | 1,061 | $320 | 03/31/2024 |
Financial Partners Group Inc | 1,216 | $320 | 12/31/2023 |
CRM | 1,216 | $320 | 12/31/2023 |
Gallagher Fiduciary Advisors LLC | 1,212 | $319 | 12/31/2023 |
CRM | 1,212 | $319 | 12/31/2023 |
Bedel Financial Consulting Inc. | 1,214 | $319 | 12/31/2023 |
CRM | 1,214 | $319 | 12/31/2023 |
Resurgent Financial Advisors LLC | 1,214 | $319 | 12/31/2023 |
CRM | 1,214 | $319 | 12/31/2023 |
Oxford Asset Management LLP | 1,207 | $318 | 12/31/2023 |
CRM | 1,207 | $318 | 12/31/2023 |
Ridgewood Investments LLC | 1,051 | $317 | 03/31/2024 |
CRM | 1,051 | $317 | 03/31/2024 |
Western Financial Corp CA | 1,053 | $317 | 03/31/2024 |
CRM | 1,053 | $317 | 03/31/2024 |
JSF Financial LLC | 1,205 | $317 | 12/31/2023 |
CRM | 1,205 | $317 | 12/31/2023 |
SFG Wealth Management LLC. | 1,049 | $316 | 03/31/2024 |
CRM | 1,049 | $316 | 03/31/2024 |
Princeton Capital Management LLC | 1,198 | $315 | 12/31/2023 |
CRM | 1,198 | $315 | 12/31/2023 |
Somerset Group LLC | 1,196 | $315 | 12/31/2023 |
CRM | 1,196 | $315 | 12/31/2023 |
Capital Planning Advisors LLC | 1,198 | $315 | 12/31/2023 |
CRM | 1,198 | $315 | 12/31/2023 |
Sumitomo Mitsui Financial Group Inc. | $312 | 12/31/2023 | |
Call | 14,000 | $312 | 12/31/2023 |
WMS Partners LLC | 1,187 | $312 | 12/31/2023 |
CRM | 1,187 | $312 | 12/31/2023 |
Spotlight Asset Group Inc. | 1,184 | $312 | 12/31/2023 |
CRM | 1,184 | $312 | 12/31/2023 |
Dohj LLC | 1,033 | $311 | 03/31/2024 |
CRM | 1,033 | $311 | 03/31/2024 |
Muirfield Wealth Advisors LLC | 1,032 | $311 | 03/31/2024 |
CRM | 1,032 | $311 | 03/31/2024 |
Evolutionary Tree Capital Management LLC | 1,180 | $311 | 12/31/2023 |
CRM | 1,180 | $311 | 12/31/2023 |
HCR Wealth Advisors | 1,179 | $310 | 12/31/2023 |
CRM | 1,179 | $310 | 12/31/2023 |
Burkett Financial Services LLC | 1,026 | $309 | 03/31/2024 |
CRM | 1,026 | $309 | 03/31/2024 |
Silverlake Wealth Management LLC | 1,025 | $309 | 03/31/2024 |
CRM | 1,025 | $309 | 03/31/2024 |
Sweet Financial Partners LLC | 1,022 | $308 | 03/31/2024 |
CRM | 1,022 | $308 | 03/31/2024 |
Buckingham Strategic Partners | 1,165 | $307 | 12/31/2023 |
CRM | 1,165 | $307 | 12/31/2023 |
Clifford Swan Investment Counsel LLC | 1,017 | $306 | 03/31/2024 |
CRM | 1,017 | $306 | 03/31/2024 |
Opal Wealth Advisors LLC | 1,017 | $306 | 03/31/2024 |
CRM | 1,017 | $306 | 03/31/2024 |
Element Wealth LLC | 1,159 | $305 | 12/31/2023 |
CRM | 1,159 | $305 | 12/31/2023 |
Mine & Arao Wealth Creation & Management LLC. | 1,159 | $305 | 12/31/2023 |
CRM | 1,159 | $305 | 12/31/2023 |
Riverwater Partners LLC | 1,160 | $305 | 12/31/2023 |
CRM | 1,160 | $305 | 12/31/2023 |
ZWJ Investment Counsel Inc. | 1,005 | $303 | 03/31/2024 |
CRM | 1,005 | $303 | 03/31/2024 |
Astoria Portfolio Advisors LLC. | 1,005 | $303 | 03/31/2024 |
CRM | 1,005 | $303 | 03/31/2024 |
Trinity Financial Advisors LLC | 1,002 | $302 | 03/31/2024 |
CRM | 1,002 | $302 | 03/31/2024 |
Kure Advisory LLC | 1,148 | $302 | 12/31/2023 |
CRM | 1,148 | $302 | 12/31/2023 |
Thompson Investment Management Inc. | 1,000 | $301 | 03/31/2024 |
CRM | 1,000 | $301 | 03/31/2024 |
CloudAlpha Capital Management Limited Hong Kong | 1,000 | $301 | 03/31/2024 |
CRM | 1,000 | $301 | 03/31/2024 |
Oxford Financial Group Ltd. | 1,142 | $301 | 12/31/2023 |
CRM | 1,142 | $301 | 12/31/2023 |
Texas Capital Bank Wealth Management Services Inc. | 1,143 | $301 | 12/31/2023 |
CRM | 1,143 | $301 | 12/31/2023 |
Vawter Financial Ltd. | 1,143 | $301 | 12/31/2023 |
CRM | 1,143 | $301 | 12/31/2023 |
Weybosset Research & Management LLC | 995 | $300 | 03/31/2024 |
CRM | 995 | $300 | 03/31/2024 |
Peddock Capital Advisors LLC | 1,137 | $299 | 12/31/2023 |
CRM | 1,137 | $299 | 12/31/2023 |
SevenBridge Financial Group LLC | 1,135 | $299 | 12/31/2023 |
CRM | 1,135 | $299 | 12/31/2023 |
Fox Hill Wealth Management | 985 | $297 | 03/31/2024 |
CRM | 985 | $297 | 03/31/2024 |
Foster Group Inc. | 982 | $296 | 03/31/2024 |
CRM | 982 | $296 | 03/31/2024 |
Patrick M Sweeney & Associates Inc. | 982 | $296 | 03/31/2024 |
CRM | 982 | $296 | 03/31/2024 |
Forte Asset Management LLC | 1,125 | $296 | 12/31/2023 |
CRM | 1,125 | $296 | 12/31/2023 |
Epiq Partners LLC | 979 | $295 | 03/31/2024 |
CRM | 979 | $295 | 03/31/2024 |
Cypress Capital Management LLC WY | 1,120 | $295 | 12/31/2023 |
CRM | 1,120 | $295 | 12/31/2023 |
Gratus Capital LLC | 1,120 | $295 | 12/31/2023 |
CRM | 1,120 | $295 | 12/31/2023 |
Larson Financial Group LLC | 1,123 | $295 | 12/31/2023 |
CRM | 1,123 | $295 | 12/31/2023 |
Cornerstone Advisory LLC | 1,119 | $294 | 12/31/2023 |
CRM | 1,119 | $294 | 12/31/2023 |
Klingenstein Fields & Co. LP | 1,114 | $293 | 12/31/2023 |
CRM | 1,114 | $293 | 12/31/2023 |
H&H Retirement Design & Management INC | 1,064 | $291 | 03/31/2024 |
CRM | 1,064 | $291 | 03/31/2024 |
Consilio Wealth Advisors LLC | 964 | $290 | 03/31/2024 |
CRM | 964 | $290 | 03/31/2024 |
First American Trust FSB | 1,101 | $290 | 12/31/2023 |
CRM | 1,101 | $290 | 12/31/2023 |
Smith Anglin Financial LLC | 959 | $289 | 03/31/2024 |
CRM | 959 | $289 | 03/31/2024 |
MJP Associates Inc. ADV | 955 | $288 | 03/31/2024 |
CRM | 955 | $288 | 03/31/2024 |
Belfer Management LLC | 1,096 | $288 | 12/31/2023 |
CRM | 1,096 | $288 | 12/31/2023 |
Red Wave Investments LLC | 1,082 | $285 | 12/31/2023 |
CRM | 1,082 | $285 | 12/31/2023 |
Benjamin Edwards Inc. | 1,079 | $284 | 12/31/2023 |
CRM | 1,079 | $284 | 12/31/2023 |
Elk River Wealth Management LLC | 937 | $283 | 03/31/2024 |
CRM | 937 | $283 | 03/31/2024 |
Delap Wealth Advisory LLC | 1,074 | $283 | 12/31/2023 |
CRM | 1,074 | $283 | 12/31/2023 |
Counterweight Ventures LLC | 1,076 | $283 | 12/31/2023 |
CRM | 1,076 | $283 | 12/31/2023 |
Tempus Wealth Planning LLC | 937 | $282 | 03/31/2024 |
CRM | 937 | $282 | 03/31/2024 |
Willis Johnson & Associates Inc. | 937 | $282 | 03/31/2024 |
CRM | 937 | $282 | 03/31/2024 |
Traverso Chambers Private Wealth Management LLC | 1,072 | $282 | 12/31/2023 |
CRM | 1,072 | $282 | 12/31/2023 |
GoalVest Advisory LLC | 932 | $281 | 03/31/2024 |
CRM | 932 | $281 | 03/31/2024 |
Breed s Hill Capital LLC | 1,067 | $281 | 12/31/2023 |
CRM | 1,067 | $281 | 12/31/2023 |
AGF Management Ltd. | 1,065 | $280 | 12/31/2023 |
CRM | 1,065 | $280 | 12/31/2023 |
Northeast Investment Management | 1,063 | $280 | 12/31/2023 |
CRM | 1,063 | $280 | 12/31/2023 |
Forza Wealth Management LLC | 925 | $279 | 03/31/2024 |
CRM | 925 | $279 | 03/31/2024 |
Mcdonald Partners LLC | 924 | $278 | 03/31/2024 |
CRM | 924 | $278 | 03/31/2024 |
Capital Asset Advisory Services LLC | 920 | $278 | 03/31/2024 |
CRM | 920 | $278 | 03/31/2024 |
W.H. Cornerstone Investments Inc. | 1,056 | $278 | 12/31/2023 |
CRM | 1,056 | $278 | 12/31/2023 |
Three Bridge Wealth Advisors LLC | 1,056 | $278 | 12/31/2023 |
CRM | 1,056 | $278 | 12/31/2023 |
McLean Asset Management Corp | 915 | $277 | 03/31/2024 |
CRM | 915 | $277 | 03/31/2024 |
Kingdom Financial Group LLC. | 1,053 | $277 | 12/31/2023 |
CRM | 1,053 | $277 | 12/31/2023 |
JGP Wealth Management LLC | 915 | $276 | 03/31/2024 |
CRM | 915 | $276 | 03/31/2024 |
Eudaimonia Partners LLC | 917 | $276 | 03/31/2024 |
CRM | 917 | $276 | 03/31/2024 |
Hussman Strategic Advisors Inc. | 1,050 | $276 | 12/31/2023 |
CRM | 1,050 | $276 | 12/31/2023 |
Bank of Stockton | 913 | $275 | 03/31/2024 |
CRM | 913 | $275 | 03/31/2024 |
Garner Asset Management Corp | 944 | $275 | 12/31/2023 |
CRM | 944 | $275 | 12/31/2023 |
Leavell Investment Management Inc. | 910 | $274 | 03/31/2024 |
CRM | 910 | $274 | 03/31/2024 |
Precedent Wealth Partners LLC | 904 | $272 | 03/31/2024 |
CRM | 904 | $272 | 03/31/2024 |
Redhawk Wealth Advisors Inc. | 1,034 | $272 | 12/31/2023 |
CRM | 1,034 | $272 | 12/31/2023 |
MMA Asset Management LLC | 935 | $272 | 12/31/2023 |
CRM | 935 | $272 | 12/31/2023 |
Founders Financial Alliance LLC | 1,031 | $271 | 12/31/2023 |
CRM | 1,031 | $271 | 12/31/2023 |
Phillips Wealth Planners LLC | 988 | $271 | 12/31/2023 |
CRM | 988 | $271 | 12/31/2023 |
Goodman Advisory Group LLC | 1,023 | $269 | 12/31/2023 |
CRM | 1,023 | $269 | 12/31/2023 |
BlackDiamond Wealth Management Inc. | 930 | $268 | 12/31/2023 |
CRM | 930 | $268 | 12/31/2023 |
Frisch Financial Group Inc. | 1,014 | $267 | 12/31/2023 |
CRM | 1,014 | $267 | 12/31/2023 |
ICA Group Wealth Management LLC | 1,013 | $267 | 12/31/2023 |
CRM | 1,013 | $267 | 12/31/2023 |
United Community Bank | 1,015 | $267 | 12/31/2023 |
CRM | 1,015 | $267 | 12/31/2023 |
Burke & Herbert Bank & Trust Co. | 883 | $266 | 03/31/2024 |
CRM | 883 | $266 | 03/31/2024 |
Welch Group LLC | 881 | $265 | 03/31/2024 |
CRM | 881 | $265 | 03/31/2024 |
Acorn Creek Capital LLC | 881 | $265 | 03/31/2024 |
CRM | 881 | $265 | 03/31/2024 |
Select Asset Management & Trust | 1,005 | $265 | 12/31/2023 |
CRM | 1,005 | $265 | 12/31/2023 |
American Trust | 1,007 | $265 | 12/31/2023 |
CRM | 1,007 | $265 | 12/31/2023 |
CRA Financial Services LLC | 875 | $264 | 03/31/2024 |
CRM | 875 | $264 | 03/31/2024 |
Blossom Wealth Management | 873 | $263 | 03/31/2024 |
CRM | 873 | $263 | 03/31/2024 |
CV Advisors LLC | 1,000 | $263 | 12/31/2023 |
CRM | 1,000 | $263 | 12/31/2023 |
Tower Wealth Partners Inc. | 870 | $262 | 03/31/2024 |
CRM | 870 | $262 | 03/31/2024 |
Reuter James Wealth Management LLC | 990 | $261 | 12/31/2023 |
CRM | 990 | $261 | 12/31/2023 |
Carson Advisory Inc. | 992 | $261 | 12/31/2023 |
CRM | 992 | $261 | 12/31/2023 |
Marshall Financial Group LLC | 861 | $259 | 03/31/2024 |
CRM | 861 | $259 | 03/31/2024 |
Kayne Anderson Rudnick Investment Management LLC | 984 | $259 | 12/31/2023 |
CRM | 984 | $259 | 12/31/2023 |
Wellspring Financial Advisors LLC | 984 | $259 | 12/31/2023 |
CRM | 984 | $259 | 12/31/2023 |
Beverly Hills Private Wealth LLC | 984 | $259 | 12/31/2023 |
CRM | 984 | $259 | 12/31/2023 |
Allen Capital Group LLC | 857 | $258 | 03/31/2024 |
CRM | 857 | $258 | 03/31/2024 |
Wealth Effects LLC | 855 | $258 | 03/31/2024 |
CRM | 855 | $258 | 03/31/2024 |
Pioneer Wealth Management Group | 856 | $258 | 03/31/2024 |
CRM | 856 | $258 | 03/31/2024 |
LongView Wealth Management | 858 | $258 | 03/31/2024 |
CRM | 858 | $258 | 03/31/2024 |
Everett Harris & Co. CA | 852 | $257 | 03/31/2024 |
CRM | 852 | $257 | 03/31/2024 |
Monticello Wealth Management LLC | 853 | $257 | 03/31/2024 |
CRM | 853 | $257 | 03/31/2024 |
Rise Advisors LLC | 854 | $257 | 03/31/2024 |
CRM | 854 | $257 | 03/31/2024 |
Mosaic Family Wealth Partners LLC | 977 | $257 | 12/31/2023 |
CRM | 977 | $257 | 12/31/2023 |
My Personal CFO LLC | 849 | $256 | 03/31/2024 |
CRM | 849 | $256 | 03/31/2024 |
Pictet North America Advisors SA | 972 | $256 | 12/31/2023 |
CRM | 972 | $256 | 12/31/2023 |
Account Management LLC | 970 | $255 | 12/31/2023 |
CRM | 970 | $255 | 12/31/2023 |
Summit Wealth Group LLC | 965 | $254 | 12/31/2023 |
CRM | 965 | $254 | 12/31/2023 |
Prosperity Financial Group Inc. | 964 | $254 | 12/31/2023 |
CRM | 964 | $254 | 12/31/2023 |
Abel Hall LLC | 966 | $254 | 12/31/2023 |
CRM | 966 | $254 | 12/31/2023 |
Pure Financial Advisors Inc. | 840 | $253 | 03/31/2024 |
CRM | 840 | $253 | 03/31/2024 |
Quantum Financial Advisors LLC | 841 | $253 | 03/31/2024 |
CRM | 841 | $253 | 03/31/2024 |
Grimes & Company Inc. | 838 | $252 | 03/31/2024 |
CRM | 838 | $252 | 03/31/2024 |
Round Rock Advisors LLC | 837 | $252 | 03/31/2024 |
CRM | 837 | $252 | 03/31/2024 |
DCM Advisors LLC | 957 | $252 | 12/31/2023 |
CRM | 957 | $252 | 12/31/2023 |
Clifford Group LLC | 957 | $252 | 12/31/2023 |
CRM | 957 | $252 | 12/31/2023 |
Oarsman Capital Inc. | 955 | $251 | 12/31/2023 |
CRM | 955 | $251 | 12/31/2023 |
Private Advisory Group LLC | 953 | $251 | 12/31/2023 |
CRM | 953 | $251 | 12/31/2023 |
Abacus Wealth Partners LLC | 831 | $250 | 03/31/2024 |
CRM | 831 | $250 | 03/31/2024 |
Intrepid Financial Planning Group LLC | 948 | $249 | 12/31/2023 |
CRM | 948 | $249 | 12/31/2023 |
Abacus Planning Group Inc. | 825 | $248 | 03/31/2024 |
CRM | 825 | $248 | 03/31/2024 |
Townsend & Associates Inc | 897 | $248 | 03/31/2024 |
CRM | 897 | $248 | 03/31/2024 |
Stephens Investment Management Group LLC | 942 | $248 | 12/31/2023 |
CRM | 942 | $248 | 12/31/2023 |
Annis Gardner Whiting Capital Advisors LLC | 942 | $248 | 12/31/2023 |
CRM | 942 | $248 | 12/31/2023 |
Northwest Bancshares Inc. | 819 | $247 | 03/31/2024 |
CRM | 819 | $247 | 03/31/2024 |
Morling Financial Advisors LLC | 939 | $247 | 12/31/2023 |
CRM | 939 | $247 | 12/31/2023 |
Canvas Wealth Advisors LLC | 891 | $246 | 03/31/2024 |
CRM | 891 | $246 | 03/31/2024 |
Hamilton Capital LLC | 934 | $246 | 12/31/2023 |
CRM | 934 | $246 | 12/31/2023 |
Objective Capital Management LLC | 935 | $246 | 12/31/2023 |
CRM | 935 | $246 | 12/31/2023 |
Sound Income Strategies LLC | 815 | $245 | 03/31/2024 |
CRM | 815 | $245 | 03/31/2024 |
Total Clarity Wealth Management Inc. | 815 | $245 | 03/31/2024 |
CRM | 815 | $245 | 03/31/2024 |
Mcdaniel Terry & Co. | 930 | $245 | 12/31/2023 |
CRM | 930 | $245 | 12/31/2023 |
Ellsworth Advisors LLC | 828 | $244 | 03/31/2024 |
CRM | 828 | $244 | 03/31/2024 |
MainStreet Investment Advisors LLC | 927 | $244 | 12/31/2023 |
CRM | 927 | $244 | 12/31/2023 |
Morris Retirement Advisors LLC | 926 | $244 | 12/31/2023 |
CRM | 926 | $244 | 12/31/2023 |
Horizon Bancorp Inc. IN | 806 | $243 | 03/31/2024 |
CRM | 806 | $243 | 03/31/2024 |
RHS Financial LLC | 808 | $243 | 03/31/2024 |
CRM | 808 | $243 | 03/31/2024 |
Hexagon Capital Partners LLC | 802 | $242 | 03/31/2024 |
CRM | 802 | $242 | 03/31/2024 |
Echo45 Advisors LLC | 804 | $242 | 03/31/2024 |
CRM | 804 | $242 | 03/31/2024 |
Centiva Capital LP | $242 | 12/31/2023 | |
Call | 28,100 | $7,394 | 12/31/2023 |
Put | 27,500 | $7,236 | 12/31/2023 |
CRM | 320 | $84 | 12/31/2023 |
GFS Advisors LLC | 801 | $241 | 03/31/2024 |
CRM | 801 | $241 | 03/31/2024 |
Turtle Creek Wealth Advisors LLC | 915 | $241 | 12/31/2023 |
CRM | 915 | $241 | 12/31/2023 |
HMS Capital Management LLC | 794 | $239 | 03/31/2024 |
CRM | 794 | $239 | 03/31/2024 |
TruWealth Advisors LLC | 792 | $239 | 03/31/2024 |
CRM | 792 | $239 | 03/31/2024 |
Mosley Wealth Management | 792 | $239 | 03/31/2024 |
CRM | 792 | $239 | 03/31/2024 |
Legacy Capital Wealth Partners LLC | 909 | $239 | 12/31/2023 |
CRM | 909 | $239 | 12/31/2023 |
Elevatus Welath Management | 907 | $239 | 12/31/2023 |
CRM | 907 | $239 | 12/31/2023 |
Revisor Wealth Management LLC | 842 | $238 | 03/31/2024 |
CRM | 842 | $238 | 03/31/2024 |
Breakwater Capital Group | 789 | $238 | 03/31/2024 |
CRM | 789 | $238 | 03/31/2024 |
Apriem Advisors | 905 | $238 | 12/31/2023 |
CRM | 905 | $238 | 12/31/2023 |
Core Alternative Capital | 906 | $238 | 12/31/2023 |
CRM | 906 | $238 | 12/31/2023 |
Financial Management Professionals Inc. | 785 | $237 | 03/31/2024 |
CRM | 785 | $237 | 03/31/2024 |
Sustainable Insight Capital Management LLC | 899 | $237 | 12/31/2023 |
CRM | 899 | $237 | 12/31/2023 |
Madrona Financial Services LLC | 782 | $236 | 03/31/2024 |
CRM | 782 | $236 | 03/31/2024 |
Lifestyle Asset Management Inc. | 784 | $236 | 03/31/2024 |
CRM | 784 | $236 | 03/31/2024 |
Avid Wealth Partners LLC | 898 | $236 | 12/31/2023 |
CRM | 898 | $236 | 12/31/2023 |
Accredited Investors Inc. | 892 | $235 | 12/31/2023 |
CRM | 892 | $235 | 12/31/2023 |
Security National Bank of SO Dak | 888 | $234 | 12/31/2023 |
CRM | 888 | $234 | 12/31/2023 |
Element Pointe Advisors LLC | 891 | $234 | 12/31/2023 |
CRM | 891 | $234 | 12/31/2023 |
Aire Advisors LLC | 886 | $234 | 12/31/2023 |
CRM | 886 | $234 | 12/31/2023 |
Obsidian Personal Planning Solutions LLC | 880 | $232 | 12/31/2023 |
CRM | 880 | $232 | 12/31/2023 |
CLARET ASSET MANAGEMENT Corp | 877 | $231 | 12/31/2023 |
CRM | 877 | $231 | 12/31/2023 |
SOL Capital Management CO | 764 | $230 | 03/31/2024 |
CRM | 764 | $230 | 03/31/2024 |
Mechanics Bank Trust Department | 765 | $230 | 03/31/2024 |
CRM | 765 | $230 | 03/31/2024 |
Versant Capital Management Inc | 765 | $230 | 03/31/2024 |
CRM | 765 | $230 | 03/31/2024 |
Liberty Wealth Management LLC | 873 | $230 | 12/31/2023 |
CRM | 873 | $230 | 12/31/2023 |
TFC Financial Management | 875 | $230 | 12/31/2023 |
CRM | 875 | $230 | 12/31/2023 |
Keyes Stange & Wooten Wealth Management LLC | 874 | $230 | 12/31/2023 |
CRM | 874 | $230 | 12/31/2023 |
Exchange Bank | 759 | $229 | 03/31/2024 |
CRM | 759 | $229 | 03/31/2024 |
Capital Advisors Ltd. LLC | 753 | $227 | 03/31/2024 |
CRM | 753 | $227 | 03/31/2024 |
Kathmere Capital Management LLC | 755 | $227 | 03/31/2024 |
CRM | 755 | $227 | 03/31/2024 |
Triad Wealth Partners LLC | 753 | $227 | 03/31/2024 |
CRM | 753 | $227 | 03/31/2024 |
Coastal Bridge Advisors LLC | 861 | $227 | 12/31/2023 |
CRM | 861 | $227 | 12/31/2023 |
LWM Advisory Services LLC | 864 | $227 | 12/31/2023 |
CRM | 864 | $227 | 12/31/2023 |
Global Strategic Investment Solutions LLC | 864 | $227 | 12/31/2023 |
CRM | 864 | $227 | 12/31/2023 |
Humankind Investments LLC | 863 | $227 | 12/31/2023 |
CRM | 863 | $227 | 12/31/2023 |
Advanced Asset Management Advisors Inc | 750 | $226 | 03/31/2024 |
CRM | 750 | $226 | 03/31/2024 |
Focused Wealth Management Inc | 857 | $226 | 12/31/2023 |
CRM | 857 | $226 | 12/31/2023 |
Aspen Grove Capital LLC | 904 | $226 | 12/31/2023 |
CRM | 904 | $226 | 12/31/2023 |
McAdam LLC | 747 | $225 | 03/31/2024 |
CRM | 747 | $225 | 03/31/2024 |
BCJ Capital Management LLC | 854 | $225 | 12/31/2023 |
CRM | 854 | $225 | 12/31/2023 |
Benchmark Investment Advisors LLC | 854 | $225 | 12/31/2023 |
CRM | 854 | $225 | 12/31/2023 |
Balanced Wealth Group LLC | 856 | $225 | 12/31/2023 |
CRM | 856 | $225 | 12/31/2023 |
E&G Advisors LP | 744 | $224 | 03/31/2024 |
CRM | 744 | $224 | 03/31/2024 |
Pachira Investments Inc. | 740 | $223 | 03/31/2024 |
CRM | 740 | $223 | 03/31/2024 |
Onyx Bridge Wealth Group LLC | 849 | $223 | 12/31/2023 |
CRM | 849 | $223 | 12/31/2023 |
Crown Wealth Group LLC | 849 | $223 | 12/31/2023 |
CRM | 849 | $223 | 12/31/2023 |
LRT Capital Management LLC | 844 | $222 | 12/31/2023 |
CRM | 844 | $222 | 12/31/2023 |
ASB Consultores LLC | 844 | $222 | 12/31/2023 |
CRM | 844 | $222 | 12/31/2023 |
West Paces Advisors Inc. | 734 | $221 | 03/31/2024 |
CRM | 734 | $221 | 03/31/2024 |
CCG Wealth Management LLC | 731 | $220 | 03/31/2024 |
CRM | 731 | $220 | 03/31/2024 |
Hoxton Planning & Management LLC | 730 | $220 | 03/31/2024 |
CRM | 730 | $220 | 03/31/2024 |
Archvest Wealth Advisors Inc. | 836 | $220 | 12/31/2023 |
CRM | 836 | $220 | 12/31/2023 |
Planning Capital Management Corp | 728 | $219 | 03/31/2024 |
CRM | 728 | $219 | 03/31/2024 |
Moss Adams Wealth Advisors LLC | 829 | $218 | 12/31/2023 |
CRM | 829 | $218 | 12/31/2023 |
Pier 88 Investment Partners LLC | 830 | $218 | 12/31/2023 |
CRM | 830 | $218 | 12/31/2023 |
Ethos Financial Group LLC | 827 | $218 | 12/31/2023 |
CRM | 827 | $218 | 12/31/2023 |
Affinity Capital Advisors LLC | 721 | $217 | 03/31/2024 |
CRM | 721 | $217 | 03/31/2024 |
Marest Capital LLC | 722 | $217 | 03/31/2024 |
CRM | 722 | $217 | 03/31/2024 |
Regis Management CO LLC | 716 | $216 | 03/31/2024 |
CRM | 716 | $216 | 03/31/2024 |
Holistic Financial Partners | 819 | $216 | 12/31/2023 |
CRM | 819 | $216 | 12/31/2023 |
Covestor Ltd | 819 | $216 | 12/31/2023 |
CRM | 819 | $216 | 12/31/2023 |
Vivaldi Capital Management LLC | 765 | $215 | 12/31/2023 |
CRM | 765 | $215 | 12/31/2023 |
Pensionmark Financial Group LLC | 815 | $214 | 12/31/2023 |
CRM | 815 | $214 | 12/31/2023 |
Financial Network Wealth Management LLC | 816 | $214 | 12/31/2023 |
CRM | 816 | $214 | 12/31/2023 |
Woodward Diversified Capital LLC | 815 | $214 | 12/31/2023 |
CRM | 815 | $214 | 12/31/2023 |
Financial Management Network Inc. | 725 | $213 | 03/31/2024 |
CRM | 725 | $213 | 03/31/2024 |
Hutchens & Kramer Investment Management Group LLC | 808 | $213 | 12/31/2023 |
CRM | 808 | $213 | 12/31/2023 |
Gray Wealth Management Inc. | 808 | $213 | 12/31/2023 |
CRM | 808 | $213 | 12/31/2023 |
Jag Capital Management LLC | 806 | $212 | 12/31/2023 |
CRM | 806 | $212 | 12/31/2023 |
Reynders McVeigh Capital Management LLC | 805 | $212 | 12/31/2023 |
CRM | 805 | $212 | 12/31/2023 |
Source Financial Advisors LLC | 804 | $212 | 12/31/2023 |
CRM | 804 | $212 | 12/31/2023 |
Apeiron RIA LLC | 702 | $211 | 03/31/2024 |
CRM | 702 | $211 | 03/31/2024 |
Front Row Advisors LLC | 800 | $211 | 12/31/2023 |
CRM | 800 | $211 | 12/31/2023 |
Arvest Investments Inc. | 696 | $210 | 03/31/2024 |
CRM | 696 | $210 | 03/31/2024 |
RKL Wealth Management LLC | 798 | $210 | 12/31/2023 |
CRM | 798 | $210 | 12/31/2023 |
Vigilare Wealth Management | 695 | $209 | 03/31/2024 |
CRM | 695 | $209 | 03/31/2024 |
Johnson Bixby & Associates LLC | 694 | $209 | 03/31/2024 |
CRM | 694 | $209 | 03/31/2024 |
D. B. Root & Company LLC | 690 | $208 | 03/31/2024 |
CRM | 690 | $208 | 03/31/2024 |
Sandbox Financial Partners LLC | 691 | $208 | 03/31/2024 |
CRM | 691 | $208 | 03/31/2024 |
Mount Yale Investment Advisors LLC | 790 | $208 | 12/31/2023 |
CRM | 790 | $208 | 12/31/2023 |
Beacon Capital Management LLC | 792 | $208 | 12/31/2023 |
CRM | 792 | $208 | 12/31/2023 |
3Chopt Investment Partners LLC | 791 | $208 | 12/31/2023 |
CRM | 791 | $208 | 12/31/2023 |
RBA Wealth Management LLC | 686 | $207 | 03/31/2024 |
CRM | 686 | $207 | 03/31/2024 |
Marion Wealth Management | 686 | $207 | 03/31/2024 |
CRM | 686 | $207 | 03/31/2024 |
Westover Capital Advisors LLC | 788 | $207 | 12/31/2023 |
CRM | 788 | $207 | 12/31/2023 |
Colonial Trust Co SC | 787 | $207 | 12/31/2023 |
CRM | 787 | $207 | 12/31/2023 |
ABLE Financial Group LLC | 785 | $207 | 12/31/2023 |
CRM | 785 | $207 | 12/31/2023 |
Monarch Capital Management Inc. | 683 | $206 | 03/31/2024 |
CRM | 683 | $206 | 03/31/2024 |
Cherrydale Wealth Management LLC | 684 | $206 | 03/31/2024 |
CRM | 684 | $206 | 03/31/2024 |
Manchester Capital Management LLC | 782 | $206 | 12/31/2023 |
CRM | 782 | $206 | 12/31/2023 |
Weaver Consulting Group | 681 | $205 | 03/31/2024 |
CRM | 681 | $205 | 03/31/2024 |
US Asset Management LLC | 681 | $205 | 03/31/2024 |
CRM | 681 | $205 | 03/31/2024 |
Affiance Financial LLC | 677 | $204 | 03/31/2024 |
CRM | 677 | $204 | 03/31/2024 |
Gill Capital Partners LLC | 775 | $204 | 12/31/2023 |
CRM | 775 | $204 | 12/31/2023 |
AJOVista LLC | 775 | $204 | 12/31/2023 |
CRM | 775 | $204 | 12/31/2023 |
Stewart & Patten Co. LLC | 673 | $203 | 03/31/2024 |
CRM | 673 | $203 | 03/31/2024 |
Warren Street Wealth Advisors LLC | 771 | $203 | 12/31/2023 |
CRM | 771 | $203 | 12/31/2023 |
J. L. Bainbridge & Co. Inc. | 771 | $203 | 12/31/2023 |
CRM | 771 | $203 | 12/31/2023 |
Alera Investment Advisors LLC | 771 | $203 | 12/31/2023 |
CRM | 771 | $203 | 12/31/2023 |
Concentrum Wealth Management | 771 | $203 | 12/31/2023 |
CRM | 771 | $203 | 12/31/2023 |
Baron Silver Stevens Financial Advisors LLC | 772 | $203 | 12/31/2023 |
CRM | 772 | $203 | 12/31/2023 |
ERn Financial LLC | 670 | $202 | 03/31/2024 |
CRM | 670 | $202 | 03/31/2024 |
Centennial Wealth Advisory LLC | 668 | $201 | 03/31/2024 |
CRM | 668 | $201 | 03/31/2024 |
Latitude Advisors LLC | 669 | $201 | 03/31/2024 |
CRM | 669 | $201 | 03/31/2024 |
Edgestream Partners L.P. | 764 | $201 | 12/31/2023 |
CRM | 764 | $201 | 12/31/2023 |
Meridian Wealth Partners LLC | 762 | $201 | 12/31/2023 |
CRM | 762 | $201 | 12/31/2023 |
Ulland Investment Advisors LLC | 662 | $199 | 03/31/2024 |
CRM | 662 | $199 | 03/31/2024 |
Richelieu Gestion PLC | 650 | $196 | 03/31/2024 |
CRM | 650 | $196 | 03/31/2024 |
WealthCollab LLC | 734 | $193 | 12/31/2023 |
CRM | 734 | $193 | 12/31/2023 |
Register Financial Advisors LLC | 637 | $192 | 03/31/2024 |
CRM | 637 | $192 | 03/31/2024 |
Sittner & Nelson LLC | 728 | $192 | 12/31/2023 |
CRM | 728 | $192 | 12/31/2023 |
SYSTM Wealth Solutions LLC | 635 | $191 | 03/31/2024 |
CRM | 635 | $191 | 03/31/2024 |
DT Investment Partners LLC | 662 | $190 | 12/31/2023 |
CRM | 662 | $190 | 12/31/2023 |
Blume Capital Management Inc. | 700 | $184 | 12/31/2023 |
CRM | 700 | $184 | 12/31/2023 |
Union Investments & Development Ltd. | 700 | $184 | 12/31/2023 |
CRM | 700 | $184 | 12/31/2023 |
Hanson & Doremus Investment Management | 606 | $183 | 03/31/2024 |
CRM | 606 | $183 | 03/31/2024 |
Rockbridge Investment Management LCC | 692 | $182 | 12/31/2023 |
CRM | 692 | $182 | 12/31/2023 |
Fairfield Bush & CO. | 676 | $178 | 12/31/2023 |
CRM | 676 | $178 | 12/31/2023 |
Tompkins Financial Corp | 571 | $172 | 03/31/2024 |
CRM | 571 | $172 | 03/31/2024 |
Tyler Stone Wealth Management | 655 | $172 | 12/31/2023 |
CRM | 655 | $172 | 12/31/2023 |
First Community Trust NA | 558 | $168 | 03/31/2024 |
CRM | 558 | $168 | 03/31/2024 |
Accordant Advisory Group Inc | 544 | $164 | 03/31/2024 |
CRM | 544 | $164 | 03/31/2024 |
Rakuten Securities Inc. | 624 | $164 | 12/31/2023 |
CRM | 624 | $164 | 12/31/2023 |
Globeflex Capital L P | 600 | $158 | 12/31/2023 |
CRM | 600 | $158 | 12/31/2023 |
First Foundation Advisors | 600 | $158 | 12/31/2023 |
CRM | 600 | $158 | 12/31/2023 |
SJS Investment Consulting Inc. | 511 | $154 | 03/31/2024 |
CRM | 511 | $154 | 03/31/2024 |
Banco de Sabadell S.A | 580 | $154 | 12/31/2023 |
CRM | 580 | $154 | 12/31/2023 |
Hall Laurie J Trustee | 505 | $152 | 03/31/2024 |
CRM | 505 | $152 | 03/31/2024 |
OLD Point Trust & Financial Services N A | 578 | $152 | 12/31/2023 |
CRM | 578 | $152 | 12/31/2023 |
Optimum Investment Advisors | 500 | $151 | 03/31/2024 |
CRM | 500 | $151 | 03/31/2024 |
Kessler Investment Group LLC | 500 | $151 | 03/31/2024 |
CRM | 500 | $151 | 03/31/2024 |
Atwood & Palmer Inc. | 499 | $150 | 03/31/2024 |
CRM | 499 | $150 | 03/31/2024 |
Pin Oak Investment Advisors Inc. | 553 | $146 | 12/31/2023 |
CRM | 553 | $146 | 12/31/2023 |
Wellington Shields & Co. LLC | 547 | $144 | 12/31/2023 |
CRM | 547 | $144 | 12/31/2023 |
EdgeRock Capital LLC | 500 | $143 | 12/31/2023 |
CRM | 500 | $143 | 12/31/2023 |
Dakota Community Bank & Trust NA | 463 | $139 | 03/31/2024 |
CRM | 463 | $139 | 03/31/2024 |
Evergreen Private Wealth LLC | 459 | $138 | 03/31/2024 |
CRM | 459 | $138 | 03/31/2024 |
Activest Wealth Management | 448 | $135 | 03/31/2024 |
CRM | 448 | $135 | 03/31/2024 |
First Command Advisory Services Inc. | 505 | $133 | 12/31/2023 |
CRM | 505 | $133 | 12/31/2023 |
Deseret Mutual Benefit Administrators | 498 | $131 | 12/31/2023 |
CRM | 498 | $131 | 12/31/2023 |
Cordant Inc. | 422 | $127 | 03/31/2024 |
CRM | 422 | $127 | 03/31/2024 |
Mascoma Wealth Management LLC | 467 | $123 | 12/31/2023 |
CRM | 467 | $123 | 12/31/2023 |
Clean Yield Group | 461 | $121 | 12/31/2023 |
CRM | 461 | $121 | 12/31/2023 |
WFA Asset Management Corp | 400 | $120 | 03/31/2024 |
CRM | 400 | $120 | 03/31/2024 |
Atlas Capital Advisors LLC | 395 | $119 | 03/31/2024 |
CRM | 395 | $119 | 03/31/2024 |
Bell Investment Advisors Inc | 450 | $118 | 12/31/2023 |
CRM | 450 | $118 | 12/31/2023 |
Archer Investment Corp | 445 | $117 | 12/31/2023 |
CRM | 445 | $117 | 12/31/2023 |
SRS Capital Advisors Inc. | 437 | $115 | 12/31/2023 |
CRM | 437 | $115 | 12/31/2023 |
Eagle Bay Advisors LLC | 432 | $114 | 12/31/2023 |
CRM | 432 | $114 | 12/31/2023 |
GW&K Investment Management LLC | 419 | $110 | 12/31/2023 |
CRM | 419 | $110 | 12/31/2023 |
Northwest Investment Counselors LLC | 362 | $109 | 03/31/2024 |
CRM | 362 | $109 | 03/31/2024 |
Virtus Investment Advisers Inc. | 416 | $109 | 12/31/2023 |
CRM | 416 | $109 | 12/31/2023 |
Financial Connections Group Inc. | 416 | $109 | 12/31/2023 |
CRM | 416 | $109 | 12/31/2023 |
City Holding Co. | 360 | $108 | 03/31/2024 |
CRM | 360 | $108 | 03/31/2024 |
Richardson Capital Management LLC | 360 | $108 | 03/31/2024 |
CRM | 360 | $108 | 03/31/2024 |
Carolinas Wealth Consulting LLC | 408 | $107 | 12/31/2023 |
CRM | 408 | $107 | 12/31/2023 |
Strategic Investment Solutions Inc. IL | 393 | $103 | 12/31/2023 |
CRM | 393 | $103 | 12/31/2023 |
Cornerstone Planning Group LLC | 380 | $100 | 12/31/2023 |
CRM | 380 | $100 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 377 | $99 | 12/31/2023 |
CRM | 377 | $99 | 12/31/2023 |
Bay Harbor Wealth Management LLC | 325 | $98 | 03/31/2024 |
CRM | 325 | $98 | 03/31/2024 |
Cassady Schiller Wealth Management LLC | 365 | $96 | 12/31/2023 |
CRM | 365 | $96 | 12/31/2023 |
American Capital Advisory LLC | 360 | $95 | 12/31/2023 |
CRM | 360 | $95 | 12/31/2023 |
Prestige Wealth Management Group LLC | 311 | $94 | 03/31/2024 |
CRM | 311 | $94 | 03/31/2024 |
Bank of New Hampshire | 310 | $93 | 03/31/2024 |
CRM | 310 | $93 | 03/31/2024 |
JFS Wealth Advisors LLC | 353 | $93 | 12/31/2023 |
CRM | 353 | $93 | 12/31/2023 |
E Fund Management Hong Kong Co. Ltd. | 297 | $89 | 03/31/2024 |
CRM | 297 | $89 | 03/31/2024 |
Estabrook Capital Management | 331 | $87 | 12/31/2023 |
CRM | 331 | $87 | 12/31/2023 |
Barrett & Company Inc. | 285 | $86 | 03/31/2024 |
CRM | 285 | $86 | 03/31/2024 |
RFP Financial Group LLC | 326 | $86 | 12/31/2023 |
CRM | 326 | $86 | 12/31/2023 |
Blue Bell Private Wealth Management LLC | 283 | $85 | 03/31/2024 |
CRM | 283 | $85 | 03/31/2024 |
Northwest Capital Management Inc | 283 | $85 | 03/31/2024 |
CRM | 283 | $85 | 03/31/2024 |
Armstrong Advisory Group Inc. | 281 | $85 | 03/31/2024 |
CRM | 281 | $85 | 03/31/2024 |
Community Bank N.A. | 314 | $83 | 12/31/2023 |
CRM | 314 | $83 | 12/31/2023 |
Ogorek Anthony Joseph NY ADV | 314 | $82 | 12/31/2023 |
CRM | 314 | $82 | 12/31/2023 |
Private Wealth Management Group LLC | 305 | $80 | 12/31/2023 |
CRM | 305 | $80 | 12/31/2023 |
DSM Capital Partners LLC | 299 | $79 | 12/31/2023 |
CRM | 299 | $79 | 12/31/2023 |
ZRC Wealth Management LLC | 259 | $78 | 03/31/2024 |
CRM | 259 | $78 | 03/31/2024 |
Delta Asset Management LLC TN | 295 | $78 | 12/31/2023 |
CRM | 295 | $78 | 12/31/2023 |
Logan Capital Management Inc. | 298 | $78 | 12/31/2023 |
CRM | 298 | $78 | 12/31/2023 |
Plante Moran Financial Advisors LLC | 293 | $77 | 12/31/2023 |
CRM | 293 | $77 | 12/31/2023 |
LifeSteps Financial Inc. | 253 | $76 | 03/31/2024 |
CRM | 253 | $76 | 03/31/2024 |
Horizon Financial Services LLC | 246 | $74 | 03/31/2024 |
CRM | 246 | $74 | 03/31/2024 |
Hartford Financial Management Inc. | 235 | $71 | 03/31/2024 |
CRM | 235 | $71 | 03/31/2024 |
Live Oak Investment Partners | 270 | $71 | 12/31/2023 |
CRM | 270 | $71 | 12/31/2023 |
Able Wealth Management LLC | 265 | $70 | 12/31/2023 |
CRM | 265 | $70 | 12/31/2023 |
Resources Management Corp CT ADV | 263 | $69 | 12/31/2023 |
CRM | 263 | $69 | 12/31/2023 |
Tower View Investment Management & Research LLC | 260 | $68 | 12/31/2023 |
CRM | 260 | $68 | 12/31/2023 |
Tidemark LLC | 259 | $68 | 12/31/2023 |
CRM | 259 | $68 | 12/31/2023 |
CGC Financial Services LLC | 223 | $67 | 03/31/2024 |
CRM | 223 | $67 | 03/31/2024 |
Dunhill Financial LLC | 254 | $67 | 12/31/2023 |
CRM | 254 | $67 | 12/31/2023 |
Carmichael Hill & Associates Inc. | $66 | 03/31/2024 | |
Call | 200 | $60 | 03/31/2024 |
CRM | 19 | $6 | 03/31/2024 |
FWL Investment Management LLC | 250 | $66 | 12/31/2023 |
CRM | 250 | $66 | 12/31/2023 |
Cherry Tree Wealth Management LLC | 251 | $66 | 12/31/2023 |
CRM | 251 | $66 | 12/31/2023 |
Institutional & Family Asset Management LLC | 248 | $65 | 12/31/2023 |
CRM | 248 | $65 | 12/31/2023 |
Baldwin Brothers Inc. MA | 213 | $64 | 03/31/2024 |
CRM | 213 | $64 | 03/31/2024 |
Pineridge Advisors LLC | 238 | $63 | 12/31/2023 |
CRM | 238 | $63 | 12/31/2023 |
Operose Advisors LLC | 231 | $61 | 12/31/2023 |
CRM | 231 | $61 | 12/31/2023 |
Rosenberg Matthew Hamilton | 194 | $59 | 03/31/2024 |
CRM | 194 | $59 | 03/31/2024 |
JCIC Asset Management Inc. | 224 | $59 | 12/31/2023 |
CRM | 224 | $59 | 12/31/2023 |
Peoples Bank KS | 190 | $57 | 03/31/2024 |
CRM | 190 | $57 | 03/31/2024 |
Slocum Gordon & Co LLP | 218 | $57 | 12/31/2023 |
CRM | 218 | $57 | 12/31/2023 |
Caldwell Sutter Capital Inc. | 185 | $56 | 03/31/2024 |
CRM | 185 | $56 | 03/31/2024 |
Sachetta LLC | 209 | $55 | 12/31/2023 |
CRM | 209 | $55 | 12/31/2023 |
Tradewinds Capital Management LLC | 179 | $54 | 03/31/2024 |
CRM | 179 | $54 | 03/31/2024 |
Emerald Advisers LLC | 200 | $53 | 12/31/2023 |
CRM | 200 | $53 | 12/31/2023 |
Duncker Streett & Co. Inc. | 173 | $52 | 03/31/2024 |
CRM | 173 | $52 | 03/31/2024 |
Hanseatic Management Services Inc. | 193 | $51 | 12/31/2023 |
CRM | 193 | $51 | 12/31/2023 |
Tortoise Investment Management LLC | 195 | $51 | 12/31/2023 |
CRM | 195 | $51 | 12/31/2023 |
Kapitalo Investimentos Ltda | 193 | $51 | 12/31/2023 |
CRM | 193 | $51 | 12/31/2023 |
Quarry LP | 193 | $51 | 12/31/2023 |
CRM | 193 | $51 | 12/31/2023 |
McCarthy Grittinger Financial Group LLC | 165 | $50 | 03/31/2024 |
CRM | 165 | $50 | 03/31/2024 |
McIlrath & Eck LLC | 188 | $49 | 12/31/2023 |
CRM | 188 | $49 | 12/31/2023 |
Pacific Center for Financial Services | 184 | $48 | 12/31/2023 |
CRM | 184 | $48 | 12/31/2023 |
Tucker Asset Management LLC | 182 | $48 | 12/31/2023 |
CRM | 182 | $48 | 12/31/2023 |
Friedenthal Financial | 155 | $47 | 03/31/2024 |
CRM | 155 | $47 | 03/31/2024 |
Stephenson National Bank & Trust | 150 | $45 | 03/31/2024 |
CRM | 150 | $45 | 03/31/2024 |
GHP Investment Advisors Inc. | 149 | $45 | 03/31/2024 |
CRM | 149 | $45 | 03/31/2024 |
Macroview Investment Management LLC | 168 | $44 | 12/31/2023 |
CRM | 168 | $44 | 12/31/2023 |
Caitlin John LLC | 162 | $43 | 12/31/2023 |
CRM | 162 | $43 | 12/31/2023 |
Pflug Koory LLC | 138 | $42 | 03/31/2024 |
CRM | 138 | $42 | 03/31/2024 |
Glass Jacobson Investment Advisors llc | 140 | $42 | 03/31/2024 |
CRM | 140 | $42 | 03/31/2024 |
AlphaMark Advisors LLC | 136 | $41 | 03/31/2024 |
CRM | 136 | $41 | 03/31/2024 |
Perkins Coie Trust Co | 135 | $41 | 03/31/2024 |
CRM | 135 | $41 | 03/31/2024 |
Pacifica Partners Inc. | 130 | $40 | 03/31/2024 |
CRM | 130 | $40 | 03/31/2024 |
FSA Wealth Management LLC | 153 | $40 | 12/31/2023 |
CRM | 153 | $40 | 12/31/2023 |
IAG Wealth Partners LLC | 130 | $39 | 03/31/2024 |
CRM | 130 | $39 | 03/31/2024 |
Hoey Investments Inc. | 150 | $39 | 12/31/2023 |
CRM | 150 | $39 | 12/31/2023 |
Accent Capital Management LLC | 150 | $39 | 12/31/2023 |
CRM | 150 | $39 | 12/31/2023 |
First Personal Financial Services | 122 | $37 | 03/31/2024 |
CRM | 122 | $37 | 03/31/2024 |
Oakworth Capital Inc. | 115 | $35 | 03/31/2024 |
CRM | 115 | $35 | 03/31/2024 |
Kathleen S. Wright Associates Inc. | 117 | $35 | 03/31/2024 |
CRM | 117 | $35 | 03/31/2024 |
Creekmur Asset Management LLC | 134 | $35 | 12/31/2023 |
CRM | 134 | $35 | 12/31/2023 |
MCF Advisors LLC | 111 | $33 | 03/31/2024 |
CRM | 111 | $33 | 03/31/2024 |
Cedar Mountain Advisors LLC | 111 | $33 | 03/31/2024 |
CRM | 111 | $33 | 03/31/2024 |
Red Tortoise LLC | 108 | $33 | 03/31/2024 |
CRM | 108 | $33 | 03/31/2024 |
Retirement Group LLC | 121 | $32 | 12/31/2023 |
CRM | 121 | $32 | 12/31/2023 |
Union Savings Bank | 120 | $32 | 12/31/2023 |
CRM | 120 | $32 | 12/31/2023 |
Gables Capital Management Inc. | 116 | $31 | 12/31/2023 |
CRM | 116 | $31 | 12/31/2023 |
Emfo LLC | 117 | $31 | 12/31/2023 |
CRM | 117 | $31 | 12/31/2023 |
Main Street Group LTD | 119 | $31 | 12/31/2023 |
CRM | 119 | $31 | 12/31/2023 |
Impact Partnership Wealth LLC | 119 | $31 | 12/31/2023 |
CRM | 119 | $31 | 12/31/2023 |
Caas Capital Management LP | $30 | 03/31/2024 | |
Call | 2,500 | $753 | 03/31/2024 |
Put | 2,400 | $723 | 03/31/2024 |
Colonial Trust Advisors | 113 | $30 | 12/31/2023 |
CRM | 113 | $30 | 12/31/2023 |
Signature Resources Capital Management LLC | 97 | $29 | 03/31/2024 |
CRM | 97 | $29 | 03/31/2024 |
Aspect Partners LLC | 109 | $29 | 12/31/2023 |
CRM | 109 | $29 | 12/31/2023 |
Private Ocean LLC | 92 | $28 | 03/31/2024 |
CRM | 92 | $28 | 03/31/2024 |
Belmont Capital LLC | 101 | $27 | 12/31/2023 |
CRM | 101 | $27 | 12/31/2023 |
Oliver Lagore Vanvalin Investment Group | 102 | $27 | 12/31/2023 |
CRM | 102 | $27 | 12/31/2023 |
Dividend Assets Capital LLC | 100 | $26 | 12/31/2023 |
CRM | 100 | $26 | 12/31/2023 |
RE Dickinson Investment Advisors LLC | 100 | $26 | 12/31/2023 |
CRM | 100 | $26 | 12/31/2023 |
Tacita Capital Inc | 100 | $26 | 12/31/2023 |
CRM | 100 | $26 | 12/31/2023 |
Cohen & Steers Inc. | 94 | $25 | 12/31/2023 |
CRM | 94 | $25 | 12/31/2023 |
Bear Mountain Capital Inc. | 86 | $24 | 03/31/2024 |
CRM | 86 | $24 | 03/31/2024 |
Sugarloaf Wealth Management LLC | 76 | $23 | 03/31/2024 |
CRM | 76 | $23 | 03/31/2024 |
Financial Perspectives Inc | 75 | $23 | 03/31/2024 |
CRM | 75 | $23 | 03/31/2024 |
Lee Financial Co | 83 | $22 | 12/31/2023 |
CRM | 83 | $22 | 12/31/2023 |
Frazier Financial Advisors LLC | 85 | $22 | 12/31/2023 |
CRM | 85 | $22 | 12/31/2023 |
Costello Asset Management INC | 69 | $21 | 03/31/2024 |
CRM | 69 | $21 | 03/31/2024 |
Bellevue Asset Management LLC | 70 | $21 | 03/31/2024 |
CRM | 70 | $21 | 03/31/2024 |
Voisard Asset Management Group Inc. | 69 | $21 | 03/31/2024 |
CRM | 69 | $21 | 03/31/2024 |
FSC Wealth Advisors LLC | 68 | $20 | 03/31/2024 |
CRM | 68 | $20 | 03/31/2024 |
Bruce G. Allen Investments LLC | 68 | $20 | 03/31/2024 |
CRM | 68 | $20 | 03/31/2024 |
Mark Sheptoff Financial Planning LLC | 75 | $20 | 12/31/2023 |
CRM | 75 | $20 | 12/31/2023 |
Knott David M Jr | 77 | $20 | 12/31/2023 |
CRM | 77 | $20 | 12/31/2023 |
Wiser Advisor Group LLC | 77 | $20 | 12/31/2023 |
CRM | 77 | $20 | 12/31/2023 |
First PREMIER Bank | 63 | $19 | 03/31/2024 |
CRM | 63 | $19 | 03/31/2024 |
Trust Co | 60 | $18 | 03/31/2024 |
CRM | 60 | $18 | 03/31/2024 |
Annapolis Financial Services LLC | 59 | $18 | 03/31/2024 |
CRM | 59 | $18 | 03/31/2024 |
Long Island Wealth Management Inc. | 69 | $18 | 12/31/2023 |
CRM | 69 | $18 | 12/31/2023 |
PFS Partners LLC | 58 | $17 | 03/31/2024 |
CRM | 58 | $17 | 03/31/2024 |
Naples Money Management LLC | 63 | $17 | 12/31/2023 |
CRM | 63 | $17 | 12/31/2023 |
LFA Lugano Financial Advisors SA | 62 | $16 | 12/31/2023 |
CRM | 62 | $16 | 12/31/2023 |
Disciplined Equity Management Inc. | 62 | $16 | 12/31/2023 |
CRM | 62 | $16 | 12/31/2023 |
Redmont Wealth Advisors LLC | 50 | $15 | 03/31/2024 |
CRM | 50 | $15 | 03/31/2024 |
Coston McIsaac & Partners | 47 | $14 | 03/31/2024 |
CRM | 47 | $14 | 03/31/2024 |
Arlington Trust Co LLC | 47 | $14 | 03/31/2024 |
CRM | 47 | $14 | 03/31/2024 |
PARK CIRCLE Co | 54 | $14 | 12/31/2023 |
CRM | 54 | $14 | 12/31/2023 |
Avion Wealth | 52 | $14 | 12/31/2023 |
CRM | 52 | $14 | 12/31/2023 |
Evolution Advisers Inc. | 55 | $14 | 12/31/2023 |
CRM | 55 | $14 | 12/31/2023 |
Criterion Capital Advisors LLC | 42 | $13 | 03/31/2024 |
CRM | 42 | $13 | 03/31/2024 |
Morton Brown Family Wealth LLC | 42 | $13 | 03/31/2024 |
CRM | 42 | $13 | 03/31/2024 |
PrairieView Partners LLC | 50 | $13 | 12/31/2023 |
CRM | 50 | $13 | 12/31/2023 |
Mechanics Financial Corp | 50 | $13 | 12/31/2023 |
CRM | 50 | $13 | 12/31/2023 |
Westend Capital Management LLC | 41 | $12 | 03/31/2024 |
CRM | 41 | $12 | 03/31/2024 |
HHM Wealth Advisors LLC | 44 | $12 | 12/31/2023 |
CRM | 44 | $12 | 12/31/2023 |
New England Capital Financial Advisors LLC | 45 | $12 | 12/31/2023 |
CRM | 45 | $12 | 12/31/2023 |
Country Trust Bank | 36 | $11 | 03/31/2024 |
CRM | 36 | $11 | 03/31/2024 |
Atticus Wealth Management LLC | 36 | $11 | 03/31/2024 |
CRM | 36 | $11 | 03/31/2024 |
Clear Investment Research LLC | 41 | $11 | 12/31/2023 |
CRM | 41 | $11 | 12/31/2023 |
Valued Wealth Advisors LLC | 43 | $11 | 12/31/2023 |
CRM | 43 | $11 | 12/31/2023 |
Godsey & Gibb Associates | 30 | $9 | 03/31/2024 |
CRM | 30 | $9 | 03/31/2024 |
Princeton Global Asset Management LLC | 35 | $9 | 12/31/2023 |
CRM | 35 | $9 | 12/31/2023 |
DiNuzzo Private Wealth Inc. | 34 | $9 | 12/31/2023 |
CRM | 34 | $9 | 12/31/2023 |
Carolina Wealth Advisors LLC | 26 | $8 | 03/31/2024 |
CRM | 26 | $8 | 03/31/2024 |
Ruedi Wealth Management Inc. | 30 | $8 | 12/31/2023 |
CRM | 30 | $8 | 12/31/2023 |
VitalStone Financial LLC | 30 | $8 | 12/31/2023 |
CRM | 30 | $8 | 12/31/2023 |
Gold Investment Management Ltd. | 31 | $8 | 12/31/2023 |
CRM | 31 | $8 | 12/31/2023 |
Christopher J. Hasenberg Inc | 24 | $7 | 03/31/2024 |
CRM | 24 | $7 | 03/31/2024 |
Ranger Investment Management L.P. | 28 | $7 | 12/31/2023 |
CRM | 28 | $7 | 12/31/2023 |
Bollard Group LLC | 25 | $7 | 12/31/2023 |
CRM | 25 | $7 | 12/31/2023 |
Davidson Capital Management Inc. | 28 | $7 | 12/31/2023 |
CRM | 28 | $7 | 12/31/2023 |
Vima LLC | 28 | $7 | 12/31/2023 |
CRM | 28 | $7 | 12/31/2023 |
Jackson Grant Investment Advisers Inc. | 22 | $6 | 12/31/2023 |
CRM | 22 | $6 | 12/31/2023 |
Your Advocates Ltd. LLP | 24 | $6 | 12/31/2023 |
CRM | 24 | $6 | 12/31/2023 |
Lowe Wealth Advisors LLC | 18 | $5 | 03/31/2024 |
CRM | 18 | $5 | 03/31/2024 |
Stone House Investment Management LLC | 18 | $5 | 12/31/2023 |
CRM | 18 | $5 | 12/31/2023 |
Vermillion & White Wealth Management Group LLC | 19 | $5 | 12/31/2023 |
CRM | 19 | $5 | 12/31/2023 |
Beaird Harris Wealth Management LLC | 18 | $5 | 12/31/2023 |
CRM | 18 | $5 | 12/31/2023 |
Abich Financial Wealth Management LLC | 18 | $5 | 12/31/2023 |
CRM | 18 | $5 | 12/31/2023 |
Moisand Fitzgerald Tamayo LLC | 14 | $4 | 03/31/2024 |
CRM | 14 | $4 | 03/31/2024 |
PayPay Securities Corp | 14 | $4 | 03/31/2024 |
CRM | 14 | $4 | 03/31/2024 |
Centerpoint Advisors LLC | 15 | $4 | 12/31/2023 |
CRM | 15 | $4 | 12/31/2023 |
Keener Financial Planning LLC | 15 | $4 | 12/31/2023 |
CRM | 15 | $4 | 12/31/2023 |
Lummis Asset Management LP | 14 | $4 | 12/31/2023 |
CRM | 14 | $4 | 12/31/2023 |
Financial Synergies Wealth Advisors Inc. | 9 | $3 | 03/31/2024 |
CRM | 9 | $3 | 03/31/2024 |
Point72 Asia Singapore Pte. Ltd. | 11 | $3 | 12/31/2023 |
CRM | 11 | $3 | 12/31/2023 |
Ritter Daniher Financial Advisory LLC DE | 13 | $3 | 12/31/2023 |
CRM | 13 | $3 | 12/31/2023 |
Hobbs Group Advisors LLC | 10 | $3 | 12/31/2023 |
CRM | 10 | $3 | 12/31/2023 |
Mendota Financial Group LLC | 7 | $2 | 03/31/2024 |
CRM | 7 | $2 | 03/31/2024 |
TD Capital Management LLC | 9 | $2 | 12/31/2023 |
CRM | 9 | $2 | 12/31/2023 |
Transamerica Financial Advisors Inc. | 7 | $2 | 12/31/2023 |
CRM | 7 | $2 | 12/31/2023 |
Sanctuary Wealth Management L.L.C. | 6 | $2 | 12/31/2023 |
CRM | 6 | $2 | 12/31/2023 |
Twin Lakes Capital Management LLC | 8 | $2 | 12/31/2023 |
CRM | 8 | $2 | 12/31/2023 |
Delos Wealth Advisors LLC | 6 | $2 | 12/31/2023 |
CRM | 6 | $2 | 12/31/2023 |
DecisionPoint Financial LLC | 6 | $2 | 12/31/2023 |
CRM | 6 | $2 | 12/31/2023 |
True Wealth Design LLC | 7 | $2 | 12/31/2023 |
CRM | 7 | $2 | 12/31/2023 |
Insight Financial Services | 3 | $1 | 03/31/2024 |
CRM | 3 | $1 | 03/31/2024 |
Piscataqua Savings Bank | 4 | $1 | 03/31/2024 |
CRM | 4 | $1 | 03/31/2024 |
Stephens Consulting LLC | 4 | $1 | 03/31/2024 |
CRM | 4 | $1 | 03/31/2024 |
Perritt Capital Management Inc. | 5 | $1 | 12/31/2023 |
CRM | 5 | $1 | 12/31/2023 |
Nalls Sherbakoff Group LLC | 5 | $1 | 12/31/2023 |
CRM | 5 | $1 | 12/31/2023 |
Foster Dykema Cabot & Partners LLC | 3 | $1 | 12/31/2023 |
CRM | 3 | $1 | 12/31/2023 |
Roble Belko & Company Inc | 0 | $0 | 03/31/2024 |
CRM | 0 | $0 | 03/31/2024 |
Readystate Asset Management LP | $0 | 12/31/2023 | |
Put | 15,100 | $3,973 | 12/31/2023 |
Call | 15,100 | $3,973 | 12/31/2023 |
XY Capital Ltd | $0 | 12/31/2023 | |
Put | 6,700 | $1,763 | 12/31/2023 |
Call | 6,700 | $1,763 | 12/31/2023 |
Koesten Hirschmann & Crabtree INC. | 1 | $0 | 12/31/2023 |
CRM | 1 | $0 | 12/31/2023 |
Marathon Trading Investment Management LLC | $-272 | 12/31/2023 | |
Put | 141,300 | $37,182 | 12/31/2023 |
CRM | 138,767 | $36,515 | 12/31/2023 |
Call | 1,500 | $395 | 12/31/2023 |
Maven Securities LTD | $-510 | 12/31/2023 | |
Put | 13,800 | $3,631 | 12/31/2023 |
Call | 7,800 | $2,052 | 12/31/2023 |
CRM | 4,064 | $1,069 | 12/31/2023 |
Morgens Waterfall Vintiadis & Co. Inc. | $-737 | 12/31/2023 | |
Put | 2,800 | $737 | 12/31/2023 |
CenterStar Asset Management LLC | $-1,612 | 03/31/2024 | |
Put | 6,400 | $1,928 | 03/31/2024 |
CRM | 1,049 | $316 | 03/31/2024 |
Optiver Holding B.V. | $-1,790 | 12/31/2023 | |
Put | 519,600 | $136,728 | 12/31/2023 |
Call | 512,800 | $134,938 | 12/31/2023 |
Verition Fund Management LLC | $-2,732 | 12/31/2023 | |
Put | 31,300 | $8,236 | 12/31/2023 |
Call | 15,900 | $4,184 | 12/31/2023 |
CRM | 5,016 | $1,320 | 12/31/2023 |
SpiderRock Advisors LLC | $-3,312 | 12/31/2023 | |
Put | 18,400 | $3,312 | 12/31/2023 |
CMT Capital Markets Trading GmbH | $-5,341 | 12/31/2023 | |
Put | 85,400 | $22,472 | 12/31/2023 |
Call | 49,600 | $13,052 | 12/31/2023 |
CRM | 15,500 | $4,079 | 12/31/2023 |
Jane Street Group LLC | $-5,390 | 12/31/2023 | |
Put | 1,987,500 | $522,991 | 12/31/2023 |
Call | 1,125,400 | $296,138 | 12/31/2023 |
CRM | 841,617 | $221,463 | 12/31/2023 |
BlueCrest Capital Management Ltd | $-9,431 | 12/31/2023 | |
Put | 40,500 | $10,657 | 12/31/2023 |
CRM | 4,659 | $1,226 | 12/31/2023 |
Capital Markets Trading UK LLP | $-10,473 | 12/31/2023 | |
Put | 59,400 | $15,631 | 12/31/2023 |
Call | 19,600 | $5,158 | 12/31/2023 |
Wolverine Asset Management LLC | $-11,973 | 12/31/2023 | |
Put | 114,000 | $29,998 | 12/31/2023 |
Call | 68,500 | $18,025 | 12/31/2023 |
Eisler Capital US LLC | $-12,499 | 12/31/2023 | |
Put | 80,600 | $21,209 | 12/31/2023 |
Call | 33,100 | $8,710 | 12/31/2023 |
Laurion Capital Management LP | $-20,920 | 12/31/2023 | |
Put | 142,900 | $37,603 | 12/31/2023 |
Call | 63,400 | $16,683 | 12/31/2023 |
Parallax Volatility Advisers L.P. | $-24,840 | 12/31/2023 | |
Put | 307,100 | $80,810 | 12/31/2023 |
Call | 212,700 | $55,970 | 12/31/2023 |
Millennium Management LLC | $-26,483 | 12/31/2023 | |
Put | 2,368,600 | $623,273 | 12/31/2023 |
CRM | 1,519,756 | $399,909 | 12/31/2023 |
Call | 748,200 | $196,881 | 12/31/2023 |
IMC Chicago LLC | $-32,649 | 03/31/2024 | |
Put | 771,800 | $232,451 | 03/31/2024 |
Call | 642,100 | $193,388 | 03/31/2024 |
CRM | 21,297 | $6,414 | 03/31/2024 |
Eisler Capital UK Ltd. | $-51,936 | 12/31/2023 | |
Put | 247,696 | $65,179 | 12/31/2023 |
Call | 29,119 | $7,662 | 12/31/2023 |
CRM | 21,211 | $5,581 | 12/31/2023 |
Walleye Trading LLC | $-76,048 | 12/31/2023 | |
Put | 775,000 | $203,934 | 12/31/2023 |
Call | 486,000 | $127,886 | 12/31/2023 |
Walleye Capital LLC | $-78,029 | 12/31/2023 | |
Put | 522,100 | $137,385 | 12/31/2023 |
Call | 131,700 | $34,656 | 12/31/2023 |
CRM | 93,868 | $24,700 | 12/31/2023 |
Capital Fund Management S.A. | $-86,784 | 12/31/2023 | |
Put | 663,900 | $174,699 | 12/31/2023 |
Call | 334,100 | $87,915 | 12/31/2023 |
Capstone Investment Advisors LLC | $-116,421 | 12/31/2023 | |
Put | 622,600 | $163,831 | 12/31/2023 |
Call | 179,900 | $47,339 | 12/31/2023 |
CRM | 268 | $71 | 12/31/2023 |
Mendel Money Management | $-202,618 | 12/31/2023 | |
Put | 770 | $202,618 | 12/31/2023 |
Curated Wealth Partners LLC | $-268,653 | 03/31/2024 | |
Put | 892 | $268,653 | 03/31/2024 |
Oak Hill Wealth Advisors LLC | 972 | $-292,747 | 03/31/2024 |
Put | 972 | $292,747 | 03/31/2024 |
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