Standard and Poors Global (SPGI) 13F Filers
Our 13F filers database contains 1755 Standard and Poors Global (SPGI) 13F filers, which are presented in the table below. The first column presents the 13F filer name for each of the 13F filers holding Standard and Poors Global, 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 SPGI 13F filers table present the amount of Standard and Poors Global stock held by that 13F filer followed by the size of the Standard and Poors Global position held by the 13F filer. Lastly, the date is shown for the quarterly 13F filing period used. Among the Standard and Poors Global 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. | 28,796,066 | $12,685,243 | 12/31/2023 |
SPGI | 28,796,066 | $12,685,243 | 12/31/2023 |
BlackRock Inc. | 24,222,788 | $10,670,623 | 12/31/2023 |
SPGI | 24,222,788 | $10,670,623 | 12/31/2023 |
State Street Corp | 14,220,395 | $6,264,368 | 12/31/2023 |
SPGI | 14,220,395 | $6,264,368 | 12/31/2023 |
TCI Fund Management Ltd. | 9,032,611 | $3,979,046 | 12/31/2023 |
SPGI | 9,032,611 | $3,979,046 | 12/31/2023 |
JPMorgan Chase & Co. | $3,466,402 | 12/31/2023 | |
SPGI | 7,870,487 | $3,467,107 | 12/31/2023 |
Put | 11,000 | $4,846 | 12/31/2023 |
Call | 9,400 | $4,141 | 12/31/2023 |
Wellington Management Group LLP | 7,100,394 | $3,127,866 | 12/31/2023 |
SPGI | 7,100,394 | $3,127,866 | 12/31/2023 |
FMR LLC | 6,278,836 | $2,765,953 | 12/31/2023 |
SPGI | 6,278,836 | $2,765,953 | 12/31/2023 |
Geode Capital Management LLC | 6,130,144 | $2,692,056 | 12/31/2023 |
SPGI | 6,130,144 | $2,692,056 | 12/31/2023 |
Capital International Investors | 5,502,039 | $2,423,762 | 12/31/2023 |
SPGI | 5,502,039 | $2,423,762 | 12/31/2023 |
Morgan Stanley | 5,000,157 | $2,202,670 | 12/31/2023 |
SPGI | 5,000,157 | $2,202,670 | 12/31/2023 |
Bank of America Corp DE | $1,790,569 | 12/31/2023 | |
SPGI | 4,551,971 | $2,005,234 | 12/31/2023 |
Put | 628,700 | $276,955 | 12/31/2023 |
Call | 141,400 | $62,290 | 12/31/2023 |
Norges Bank | 3,752,070 | $1,652,862 | 12/31/2023 |
SPGI | 3,752,070 | $1,652,862 | 12/31/2023 |
Invesco Ltd. | 3,689,257 | $1,625,191 | 12/31/2023 |
SPGI | 3,689,257 | $1,625,191 | 12/31/2023 |
Edgewood Management LLC | 3,518,550 | $1,549,992 | 12/31/2023 |
SPGI | 3,518,550 | $1,549,992 | 12/31/2023 |
Northern Trust Corp | 3,092,913 | $1,362,490 | 12/31/2023 |
SPGI | 3,092,913 | $1,362,490 | 12/31/2023 |
Legal & General Group Plc | 2,860,567 | $1,260,139 | 12/31/2023 |
SPGI | 2,860,567 | $1,260,139 | 12/31/2023 |
Capital World Investors | 2,818,729 | $1,241,706 | 12/31/2023 |
SPGI | 2,818,729 | $1,241,706 | 12/31/2023 |
Price T Rowe Associates Inc. MD | 2,683,512 | $1,182,142 | 12/31/2023 |
SPGI | 2,683,512 | $1,182,142 | 12/31/2023 |
Wells Fargo & Company MN | 2,624,308 | $1,156,060 | 12/31/2023 |
SPGI | 2,624,308 | $1,156,060 | 12/31/2023 |
Parnassus Investments CA | 2,467,429 | $1,086,952 | 12/31/2023 |
SPGI | 2,467,429 | $1,086,952 | 12/31/2023 |
Goldman Sachs Group Inc. | $1,080,656 | 12/31/2023 | |
SPGI | 2,704,836 | $1,191,535 | 12/31/2023 |
Put | 257,100 | $113,258 | 12/31/2023 |
Call | 5,400 | $2,379 | 12/31/2023 |
Ameriprise Financial Inc. | 2,182,210 | $954,297 | 12/31/2023 |
SPGI | 2,182,210 | $954,297 | 12/31/2023 |
Sustainable Growth Advisers LP | 2,153,623 | $948,714 | 12/31/2023 |
SPGI | 2,153,623 | $948,714 | 12/31/2023 |
Bank of New York Mellon Corp | 2,211,930 | $941,066 | 03/31/2024 |
SPGI | 2,211,930 | $941,066 | 03/31/2024 |
Cantillon Capital Management LLC | 2,113,064 | $930,847 | 12/31/2023 |
SPGI | 2,113,064 | $930,847 | 12/31/2023 |
Nuveen Asset Management LLC | 2,106,993 | $928,173 | 12/31/2023 |
SPGI | 2,106,993 | $928,173 | 12/31/2023 |
Amundi | 2,093,387 | $900,512 | 12/31/2023 |
SPGI | 2,093,387 | $900,512 | 12/31/2023 |
UBS Asset Management Americas Inc. | 1,920,974 | $846,227 | 12/31/2023 |
SPGI | 1,920,974 | $846,227 | 12/31/2023 |
Charles Schwab Investment Management Inc. | 1,816,218 | $800,080 | 12/31/2023 |
SPGI | 1,816,218 | $800,080 | 12/31/2023 |
Unisphere Establishment | 1,700,000 | $748,884 | 12/31/2023 |
SPGI | 1,700,000 | $748,884 | 12/31/2023 |
Valley Forge Capital Management LP | 1,655,561 | $729,308 | 12/31/2023 |
SPGI | 1,655,561 | $729,308 | 12/31/2023 |
Clearbridge Investments LLC | 1,654,294 | $728,750 | 12/31/2023 |
SPGI | 1,654,294 | $728,750 | 12/31/2023 |
Mackenzie Financial Corp | 1,502,798 | $662,013 | 12/31/2023 |
SPGI | 1,502,798 | $662,013 | 12/31/2023 |
Neuberger Berman Group LLC | 1,450,185 | $638,823 | 12/31/2023 |
SPGI | 1,450,185 | $638,823 | 12/31/2023 |
Fayez Sarofim & Co | 1,449,706 | $634,812 | 12/31/2023 |
SPGI | 1,449,706 | $634,812 | 12/31/2023 |
Longview Partners Guernsey LTD | 1,439,354 | $634,064 | 12/31/2023 |
SPGI | 1,439,354 | $634,064 | 12/31/2023 |
Artisan Partners Limited Partnership | 1,403,726 | $618,369 | 12/31/2023 |
SPGI | 1,403,726 | $618,369 | 12/31/2023 |
CIBC Private Wealth Group LLC | 1,383,911 | $609,640 | 12/31/2023 |
SPGI | 1,383,911 | $609,640 | 12/31/2023 |
Royal Bank of Canada | $594,126 | 12/31/2023 | |
SPGI | 1,393,089 | $613,685 | 12/31/2023 |
Put | 44,400 | $19,559 | 12/31/2023 |
Rothschild & Co Wealth Management UK Ltd | 1,371,955 | $583,698 | 03/31/2024 |
SPGI | 1,371,955 | $583,698 | 03/31/2024 |
Ninety One UK Ltd | 1,353,767 | $575,960 | 03/31/2024 |
SPGI | 1,353,767 | $575,960 | 03/31/2024 |
Lazard Asset Management LLC | 1,193,681 | $525,838 | 12/31/2023 |
SPGI | 1,193,681 | $525,838 | 12/31/2023 |
American Century Companies Inc. | 1,189,573 | $524,031 | 12/31/2023 |
SPGI | 1,189,573 | $524,031 | 12/31/2023 |
Newport Trust Co | 1,176,338 | $518,200 | 12/31/2023 |
SPGI | 1,176,338 | $518,200 | 12/31/2023 |
Citadel Advisors LLC | $515,117 | 12/31/2023 | |
SPGI | 1,043,937 | $459,875 | 12/31/2023 |
Call | 287,600 | $126,694 | 12/31/2023 |
Put | 162,200 | $71,452 | 12/31/2023 |
Allianz Asset Management GmbH | $495,440 | 12/31/2023 | |
SPGI | 1,128,271 | $497,026 | 12/31/2023 |
Put | 11,300 | $4,978 | 12/31/2023 |
Call | 7,700 | $3,392 | 12/31/2023 |
Bessemer Group Inc. | 1,086,170 | $478,478 | 12/31/2023 |
SPGI | 1,086,170 | $478,478 | 12/31/2023 |
Envestnet Asset Management Inc. | 1,012,208 | $445,898 | 12/31/2023 |
SPGI | 1,012,208 | $445,898 | 12/31/2023 |
UBS Group AG | $438,107 | 12/31/2023 | |
SPGI | 951,322 | $419,076 | 12/31/2023 |
Call | 147,400 | $64,933 | 12/31/2023 |
Put | 104,200 | $45,902 | 12/31/2023 |
Baillie Gifford & Co. | 1,025,641 | $436,359 | 03/31/2024 |
SPGI | 1,025,641 | $436,359 | 03/31/2024 |
Deutsche Bank AG | 966,130 | $425,600 | 12/31/2023 |
SPGI | 966,130 | $425,600 | 12/31/2023 |
Loomis Sayles & Co. L P | 962,642 | $424,063 | 12/31/2023 |
SPGI | 962,642 | $424,063 | 12/31/2023 |
Credit Suisse AG | 947,029 | $417,185 | 12/31/2023 |
SPGI | 947,029 | $417,185 | 12/31/2023 |
Fiera Capital Corp | 966,200 | $411,070 | 03/31/2024 |
SPGI | 966,200 | $411,070 | 03/31/2024 |
Barclays PLC | $390,567 | 12/31/2023 | |
SPGI | 898,102 | $395,633 | 12/31/2023 |
Put | 16,800 | $7,401 | 12/31/2023 |
Call | 5,300 | $2,335 | 12/31/2023 |
Farallon Capital Management LLC | 882,595 | $388,801 | 12/31/2023 |
SPGI | 882,595 | $388,801 | 12/31/2023 |
Franklin Resources Inc. | 837,103 | $368,761 | 12/31/2023 |
SPGI | 837,103 | $368,761 | 12/31/2023 |
Allen Investment Management LLC | 825,162 | $363,500 | 12/31/2023 |
SPGI | 825,162 | $363,500 | 12/31/2023 |
Bank of Montreal Can | 808,347 | $357,426 | 12/31/2023 |
SPGI | 808,347 | $357,426 | 12/31/2023 |
Independent Franchise Partners LLP | 798,525 | $351,766 | 12/31/2023 |
SPGI | 798,525 | $351,766 | 12/31/2023 |
Temasek Holdings Private Ltd | 794,791 | $350,121 | 12/31/2023 |
SPGI | 794,791 | $350,121 | 12/31/2023 |
Brown Advisory Inc. | 807,350 | $343,487 | 03/31/2024 |
SPGI | 807,350 | $343,487 | 03/31/2024 |
Sumitomo Mitsui Trust Holdings Inc. | 788,753 | $335,575 | 03/31/2024 |
SPGI | 788,753 | $335,575 | 03/31/2024 |
C WorldWide Group Holding A S | 771,040 | $328,039 | 03/31/2024 |
SPGI | 771,040 | $328,039 | 03/31/2024 |
Raymond James & Associates | 757,396 | $322,234 | 03/31/2024 |
SPGI | 757,396 | $322,234 | 03/31/2024 |
Dimensional Fund Advisors LP | 730,571 | $321,838 | 12/31/2023 |
SPGI | 730,571 | $321,838 | 12/31/2023 |
The PNC Financial Services Group Inc. | 723,718 | $318,812 | 12/31/2023 |
SPGI | 723,718 | $318,812 | 12/31/2023 |
Mawer Investment Management Ltd. | 747,769 | $318,138 | 03/31/2024 |
SPGI | 747,769 | $318,138 | 03/31/2024 |
Principal Financial Group Inc. | 735,972 | $313,120 | 03/31/2024 |
SPGI | 735,972 | $313,120 | 03/31/2024 |
Capital Research Global Investors | 676,877 | $298,181 | 12/31/2023 |
SPGI | 676,877 | $298,181 | 12/31/2023 |
Hsbc Holdings PLC | $293,748 | 12/31/2023 | |
SPGI | 681,679 | $300,266 | 12/31/2023 |
Put | 14,800 | $6,518 | 12/31/2023 |
Bank Julius Baer & Co. Ltd Zurich | 658,182 | $289,942 | 12/31/2023 |
SPGI | 658,182 | $289,942 | 12/31/2023 |
Flossbach Von Storch AG | 669,285 | $284,747 | 03/31/2024 |
SPGI | 669,285 | $284,747 | 03/31/2024 |
First Manhattan Co. | 651,016 | $284,397 | 12/31/2023 |
SPGI | 651,016 | $284,397 | 12/31/2023 |
Millennium Management LLC | $283,323 | 12/31/2023 | |
SPGI | 630,556 | $277,773 | 12/31/2023 |
Call | 98,500 | $43,391 | 12/31/2023 |
Put | 85,900 | $37,841 | 12/31/2023 |
Rhumbline Advisers | 638,907 | $281,452 | 12/31/2023 |
SPGI | 638,907 | $281,452 | 12/31/2023 |
California Public Employees Retirement System | 649,425 | $276,298 | 03/31/2024 |
SPGI | 649,425 | $276,298 | 03/31/2024 |
Great West Life Assurance Co. Can | 609,269 | $266,998 | 12/31/2023 |
SPGI | 609,269 | $266,998 | 12/31/2023 |
Prudential Financial Inc. | 601,256 | $263,415 | 12/31/2023 |
SPGI | 601,256 | $263,415 | 12/31/2023 |
Brown Brothers Harriman & Co. | 597,434 | $263,182 | 12/31/2023 |
SPGI | 597,434 | $263,182 | 12/31/2023 |
Findlay Park Partners LLP | 612,920 | $260,767 | 03/31/2024 |
SPGI | 612,920 | $260,767 | 03/31/2024 |
FIL Ltd | 590,668 | $260,201 | 12/31/2023 |
SPGI | 590,668 | $260,201 | 12/31/2023 |
The Manufacturers Life Insurance Company | 579,184 | $255,142 | 12/31/2023 |
SPGI | 579,184 | $255,142 | 12/31/2023 |
AustralianSuper Pty Ltd | 597,187 | $255,053 | 03/31/2024 |
SPGI | 597,187 | $255,053 | 03/31/2024 |
Alliancebernstein L.P. | 568,548 | $250,457 | 12/31/2023 |
SPGI | 568,548 | $250,457 | 12/31/2023 |
Alecta Pensionsforsakring Omsesidigt | 575,000 | $244,312 | 03/31/2024 |
SPGI | 575,000 | $244,312 | 03/31/2024 |
BLS Capital Fondsmaeglerselskab A S | 548,861 | $241,784 | 12/31/2023 |
SPGI | 548,861 | $241,784 | 12/31/2023 |
New York State Common Retirement Fund | 542,709 | $239,074 | 12/31/2023 |
SPGI | 542,709 | $239,074 | 12/31/2023 |
Macquarie Group Ltd. | 535,470 | $235,885 | 12/31/2023 |
SPGI | 535,470 | $235,885 | 12/31/2023 |
Russell Investments Group Ltd. | 520,485 | $229,344 | 12/31/2023 |
SPGI | 520,485 | $229,344 | 12/31/2023 |
California State Teachers Retirement System | 520,274 | $229,191 | 12/31/2023 |
SPGI | 520,274 | $229,191 | 12/31/2023 |
ProShare Advisors LLC | 519,477 | $228,840 | 12/31/2023 |
SPGI | 519,477 | $228,840 | 12/31/2023 |
USS Investment Management Ltd | 496,533 | $218,817 | 12/31/2023 |
SPGI | 496,533 | $218,817 | 12/31/2023 |
Sei Investments Co. | 495,525 | $218,282 | 12/31/2023 |
SPGI | 495,525 | $218,282 | 12/31/2023 |
National Pension Service | 490,821 | $216,216 | 12/31/2023 |
SPGI | 490,821 | $216,216 | 12/31/2023 |
Stifel Financial Corp | 475,930 | $209,670 | 12/31/2023 |
SPGI | 475,930 | $209,670 | 12/31/2023 |
CI Private Wealth LLC | 468,136 | $206,209 | 12/31/2023 |
SPGI | 468,136 | $206,209 | 12/31/2023 |
Comgest Global Investors S.A.S. | 466,526 | $205,514 | 12/31/2023 |
SPGI | 466,526 | $205,514 | 12/31/2023 |
T. Rowe Price Investment Management Inc. | 462,152 | $203,588 | 12/31/2023 |
SPGI | 462,152 | $203,588 | 12/31/2023 |
Carmignac Gestion | 458,315 | $201,907 | 12/31/2023 |
SPGI | 458,315 | $201,907 | 12/31/2023 |
Standard Life Aberdeen plc | 454,487 | $200,211 | 12/31/2023 |
SPGI | 454,487 | $200,211 | 12/31/2023 |
iA Global Asset Management Inc. | 452,054 | $199,139 | 12/31/2023 |
SPGI | 452,054 | $199,139 | 12/31/2023 |
Intermede Investment Partners Ltd | 450,759 | $198,568 | 12/31/2023 |
SPGI | 450,759 | $198,568 | 12/31/2023 |
Ensign Peak Advisors Inc | 445,339 | $196,181 | 12/31/2023 |
SPGI | 445,339 | $196,181 | 12/31/2023 |
Fred Alger Management LLC | 442,354 | $194,866 | 12/31/2023 |
SPGI | 442,354 | $194,866 | 12/31/2023 |
Allspring Global Investments Holdings LLC | 448,613 | $190,862 | 03/31/2024 |
SPGI | 448,613 | $190,862 | 03/31/2024 |
Nordea Investment Management AB | 437,589 | $186,452 | 03/31/2024 |
SPGI | 437,589 | $186,452 | 03/31/2024 |
OMERS ADMINISTRATION Corp | 421,000 | $185,459 | 12/31/2023 |
SPGI | 421,000 | $185,459 | 12/31/2023 |
Rathbone Brothers plc | 413,979 | $182,366 | 12/31/2023 |
SPGI | 413,979 | $182,366 | 12/31/2023 |
TCW Group Inc. | 407,524 | $179,529 | 12/31/2023 |
SPGI | 407,524 | $179,529 | 12/31/2023 |
DF Dent & Co. Inc. | 403,477 | $177,740 | 12/31/2023 |
SPGI | 403,477 | $177,740 | 12/31/2023 |
Railway Pension Investments Ltd | 397,000 | $174,886 | 12/31/2023 |
SPGI | 397,000 | $174,886 | 12/31/2023 |
Menora Mivtachim Holdings LTD. | 384,337 | $169,308 | 12/31/2023 |
SPGI | 384,337 | $169,308 | 12/31/2023 |
Lord Abbett & CO. LLC | 383,061 | $168,746 | 12/31/2023 |
SPGI | 383,061 | $168,746 | 12/31/2023 |
Holocene Advisors LP | 378,763 | $166,853 | 12/31/2023 |
SPGI | 378,763 | $166,853 | 12/31/2023 |
Haverford Trust Co. | 391,371 | $166,509 | 03/31/2024 |
SPGI | 391,371 | $166,509 | 03/31/2024 |
Aviva PLC | 377,026 | $166,087 | 12/31/2023 |
SPGI | 377,026 | $166,087 | 12/31/2023 |
Mitsubishi UFJ Kokusai Asset Management Co. Ltd. | 370,926 | $159,446 | 12/31/2023 |
SPGI | 370,926 | $159,446 | 12/31/2023 |
CI Investments Inc. | 356,366 | $156,986 | 12/31/2023 |
SPGI | 356,366 | $156,986 | 12/31/2023 |
Atalan Capital Partners LP | 350,000 | $154,182 | 12/31/2023 |
SPGI | 350,000 | $154,182 | 12/31/2023 |
Vontobel Holding Ltd. | 341,827 | $150,582 | 12/31/2023 |
SPGI | 341,827 | $150,582 | 12/31/2023 |
State Board of Administration of Florida Retirement System | 338,466 | $149,101 | 12/31/2023 |
SPGI | 338,466 | $149,101 | 12/31/2023 |
CCLA Investment Management Ltd | 336,900 | $148,923 | 12/31/2023 |
SPGI | 336,900 | $148,923 | 12/31/2023 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 336,640 | $148,284 | 12/31/2023 |
SPGI | 336,640 | $148,284 | 12/31/2023 |
Robeco Institutional Asset Management B.V. | 343,183 | $146,007 | 03/31/2024 |
SPGI | 343,183 | $146,007 | 03/31/2024 |
Qube Research & Technologies Ltd | $143,166 | 12/31/2023 | |
SPGI | 341,494 | $150,435 | 12/31/2023 |
Put | 16,500 | $7,269 | 12/31/2023 |
Mitsubishi UFJ Trust & Banking Corp | 323,790 | $142,636 | 12/31/2023 |
SPGI | 323,790 | $142,636 | 12/31/2023 |
KBC Group NV | 322,038 | $141,865 | 12/31/2023 |
SPGI | 322,038 | $141,865 | 12/31/2023 |
Citigroup Inc. | $138,578 | 12/31/2023 | |
SPGI | 341,578 | $150,472 | 12/31/2023 |
Put | 49,000 | $21,585 | 12/31/2023 |
Call | 22,000 | $9,691 | 12/31/2023 |
Korea Investment CORP | 311,016 | $137,009 | 12/31/2023 |
SPGI | 311,016 | $137,009 | 12/31/2023 |
Adage Capital Partners GP L.L.C. | 304,720 | $134,235 | 12/31/2023 |
SPGI | 304,720 | $134,235 | 12/31/2023 |
Select Equity Group L.P. | 289,876 | $127,696 | 12/31/2023 |
SPGI | 289,876 | $127,696 | 12/31/2023 |
Zurcher Kantonalbank Zurich Cantonalbank | 297,250 | $126,465 | 03/31/2024 |
SPGI | 297,250 | $126,465 | 03/31/2024 |
Balyasny Asset Management LLC | $125,880 | 12/31/2023 | |
SPGI | 290,454 | $127,951 | 12/31/2023 |
Put | 10,900 | $4,802 | 12/31/2023 |
Call | 6,200 | $2,731 | 12/31/2023 |
New York State Teachers Retirement System | 293,622 | $124,921 | 03/31/2024 |
SPGI | 293,622 | $124,921 | 03/31/2024 |
National Bank of Canada FI | 281,396 | $122,800 | 12/31/2023 |
SPGI | 281,396 | $122,800 | 12/31/2023 |
StonePine Asset Management Inc. | 287,142 | $122,165 | 03/31/2024 |
SPGI | 287,142 | $122,165 | 03/31/2024 |
Janus Henderson Group PLC | 276,300 | $121,762 | 12/31/2023 |
SPGI | 276,300 | $121,762 | 12/31/2023 |
Royal London Asset Management Ltd. | 274,063 | $120,730 | 12/31/2023 |
SPGI | 274,063 | $120,730 | 12/31/2023 |
Skye Global Management LP | 274,000 | $120,702 | 12/31/2023 |
SPGI | 274,000 | $120,702 | 12/31/2023 |
US Bancorp DE | 273,821 | $120,625 | 12/31/2023 |
SPGI | 273,821 | $120,625 | 12/31/2023 |
DNB Asset Management AS | 273,598 | $116,402 | 03/31/2024 |
SPGI | 273,598 | $116,402 | 03/31/2024 |
Douglass Winthrop Advisors LLC | 260,036 | $114,551 | 12/31/2023 |
SPGI | 260,036 | $114,551 | 12/31/2023 |
Strs Ohio | 257,526 | $113,445 | 12/31/2023 |
SPGI | 257,526 | $113,445 | 12/31/2023 |
Nissay Asset Management Corp Japan ADV | 255,623 | $112,607 | 12/31/2023 |
SPGI | 255,623 | $112,607 | 12/31/2023 |
Milestone Resources Group Ltd | 254,293 | $112,021 | 12/31/2023 |
SPGI | 254,293 | $112,021 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 263,072 | $111,924 | 03/31/2024 |
SPGI | 263,072 | $111,924 | 03/31/2024 |
Baird Financial Group Inc. | 252,041 | $111,029 | 12/31/2023 |
SPGI | 252,041 | $111,029 | 12/31/2023 |
Canada Pension Plan Investment Board | 249,276 | $109,811 | 12/31/2023 |
SPGI | 249,276 | $109,811 | 12/31/2023 |
Locust Wood Capital Advisers LLC | 247,933 | $109,219 | 12/31/2023 |
SPGI | 247,933 | $109,219 | 12/31/2023 |
Nomura Asset Management Co. Ltd. | 244,840 | $107,857 | 12/31/2023 |
SPGI | 244,840 | $107,857 | 12/31/2023 |
Manning & Napier Group LLC | 245,041 | $104,250 | 03/31/2024 |
SPGI | 245,041 | $104,250 | 03/31/2024 |
Federated Hermes Inc. | 236,089 | $104,002 | 12/31/2023 |
SPGI | 236,089 | $104,002 | 12/31/2023 |
Johnson Investment Counsel Inc. | 230,860 | $101,698 | 12/31/2023 |
SPGI | 230,860 | $101,698 | 12/31/2023 |
Victory Capital Management Inc. | 231,826 | $98,630 | 03/31/2024 |
SPGI | 231,826 | $98,630 | 03/31/2024 |
Massachusetts Financial Services Co. MA | 217,552 | $95,836 | 12/31/2023 |
SPGI | 217,552 | $95,836 | 12/31/2023 |
BNP Paribas Arbitrage SA | $94,542 | 03/31/2024 | |
SPGI | 301,916 | $128,450 | 03/31/2024 |
Put | 1,386 | $58,967 | 03/31/2024 |
Call | 589 | $25,059 | 03/31/2024 |
Mercer Global Advisors Inc. ADV | 212,776 | $93,732 | 12/31/2023 |
SPGI | 212,776 | $93,732 | 12/31/2023 |
LPL Financial LLC | 203,296 | $89,556 | 12/31/2023 |
SPGI | 203,296 | $89,556 | 12/31/2023 |
BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 199,720 | $87,980 | 12/31/2023 |
SPGI | 199,720 | $87,980 | 12/31/2023 |
Degroof Petercam Asset Management | 199,640 | $87,945 | 12/31/2023 |
SPGI | 199,640 | $87,945 | 12/31/2023 |
Compagnie Lombard Odier SCmA | 206,254 | $87,751 | 03/31/2024 |
SPGI | 206,254 | $87,751 | 03/31/2024 |
James Hambro & Partners | 199,324 | $84,692 | 03/31/2024 |
SPGI | 199,324 | $84,692 | 03/31/2024 |
DekaBank Deutsche Girozentrale | 197,757 | $84,144 | 03/31/2024 |
SPGI | 197,757 | $84,144 | 03/31/2024 |
Marsico Capital Management LLC | 188,647 | $83,103 | 12/31/2023 |
SPGI | 188,647 | $83,103 | 12/31/2023 |
Blair William & Co. IL | 187,298 | $82,508 | 12/31/2023 |
SPGI | 187,298 | $82,508 | 12/31/2023 |
Toronto Dominion Bank | 187,011 | $82,382 | 12/31/2023 |
SPGI | 187,011 | $82,382 | 12/31/2023 |
Susquehanna International Group LLP | $81,902 | 12/31/2023 | |
Call | 348,500 | $153,521 | 12/31/2023 |
Put | 256,900 | $113,170 | 12/31/2023 |
SPGI | 94,322 | $41,551 | 12/31/2023 |
State of Wisconsin Investment Board | 185,504 | $81,718 | 12/31/2023 |
SPGI | 185,504 | $81,718 | 12/31/2023 |
Caisse DE Depot ET Placement DU Quebec | 185,481 | $81,708 | 12/31/2023 |
SPGI | 185,481 | $81,708 | 12/31/2023 |
Perpetual Ltd | 191,526 | $81,485 | 03/31/2024 |
SPGI | 191,526 | $81,485 | 03/31/2024 |
State of Tennessee Treasury Department | 184,093 | $81,097 | 12/31/2023 |
SPGI | 184,093 | $81,097 | 12/31/2023 |
Confluence Investment Management LLC | 189,865 | $80,778 | 03/31/2024 |
SPGI | 189,865 | $80,778 | 03/31/2024 |
Riverbridge Partners LLC | 187,200 | $79,644 | 03/31/2024 |
SPGI | 187,200 | $79,644 | 03/31/2024 |
Truist Financial Corp | 179,539 | $79,091 | 12/31/2023 |
SPGI | 179,539 | $79,091 | 12/31/2023 |
State of New Jersey Common Pension Fund D | 185,477 | $78,911 | 03/31/2024 |
SPGI | 185,477 | $78,911 | 03/31/2024 |
Natixis Advisors L.P. | 183,706 | $78,158 | 03/31/2024 |
SPGI | 183,706 | $78,158 | 03/31/2024 |
Pictet Asset Management Holding SA | 176,858 | $77,909 | 12/31/2023 |
SPGI | 176,858 | $77,909 | 12/31/2023 |
Crawford Investment Counsel Inc. | 173,683 | $76,511 | 12/31/2023 |
SPGI | 173,683 | $76,511 | 12/31/2023 |
InterOcean Capital Group LLC | 173,010 | $76,214 | 12/31/2023 |
SPGI | 173,010 | $76,214 | 12/31/2023 |
Chevy Chase Trust Holdings Inc. | 178,215 | $75,822 | 03/31/2024 |
SPGI | 178,215 | $75,822 | 03/31/2024 |
Public Employees Retirement System of Ohio | 171,196 | $75,415 | 12/31/2023 |
SPGI | 171,196 | $75,415 | 12/31/2023 |
Alkeon Capital Management LLC | 169,700 | $74,756 | 12/31/2023 |
SPGI | 169,700 | $74,756 | 12/31/2023 |
Handelsbanken Fonder AB | 168,383 | $74,176 | 12/31/2023 |
SPGI | 168,383 | $74,176 | 12/31/2023 |
Stonehage Fleming Financial Services Holdings Ltd | 165,516 | $72,913 | 12/31/2023 |
SPGI | 165,516 | $72,913 | 12/31/2023 |
Bowen Hanes & Co. Inc. | 165,477 | $72,896 | 12/31/2023 |
SPGI | 165,477 | $72,896 | 12/31/2023 |
Nicholas Company Inc. | 165,475 | $72,895 | 12/31/2023 |
SPGI | 165,475 | $72,895 | 12/31/2023 |
B. Metzler seel. Sohn & Co. AG | 163,931 | $72,215 | 12/31/2023 |
SPGI | 163,931 | $72,215 | 12/31/2023 |
Keybank National Association OH | 162,909 | $71,765 | 12/31/2023 |
SPGI | 162,909 | $71,765 | 12/31/2023 |
Schwartz Investment Counsel Inc. | 162,400 | $71,540 | 12/31/2023 |
SPGI | 162,400 | $71,540 | 12/31/2023 |
Clark Capital Management Group Inc. | 160,939 | $70,897 | 12/31/2023 |
SPGI | 160,939 | $70,897 | 12/31/2023 |
Bristol John W & Co. Inc. NY | 164,451 | $69,966 | 03/31/2024 |
SPGI | 164,451 | $69,966 | 03/31/2024 |
TD Asset Management Inc. | 158,818 | $69,963 | 12/31/2023 |
SPGI | 158,818 | $69,963 | 12/31/2023 |
Westfield Capital Management Co. LP | 157,421 | $69,347 | 12/31/2023 |
SPGI | 157,421 | $69,347 | 12/31/2023 |
HighTower Advisors LLC | $68,432 | 03/31/2024 | |
SPGI | 160,740 | $68,437 | 03/31/2024 |
Put | 400 | $5 | 03/31/2024 |
Gabelli Funds LLC | 152,254 | $67,071 | 12/31/2023 |
SPGI | 152,254 | $67,071 | 12/31/2023 |
Markel Corp | 150,690 | $64,111 | 03/31/2024 |
SPGI | 150,690 | $64,111 | 03/31/2024 |
CDAM UK Ltd | 145,300 | $64,008 | 12/31/2023 |
SPGI | 145,300 | $64,008 | 12/31/2023 |
Asset Management One Co. Ltd. | 150,356 | $63,969 | 03/31/2024 |
SPGI | 150,356 | $63,969 | 03/31/2024 |
Treasurer of the State of North Carolina | 144,270 | $63,554 | 12/31/2023 |
SPGI | 144,270 | $63,554 | 12/31/2023 |
HM Payson & Co. | 143,123 | $63,049 | 12/31/2023 |
SPGI | 143,123 | $63,049 | 12/31/2023 |
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 139,449 | $61,430 | 12/31/2023 |
SPGI | 139,449 | $61,430 | 12/31/2023 |
GW&K Investment Management LLC | 138,811 | $61,149 | 12/31/2023 |
SPGI | 138,811 | $61,149 | 12/31/2023 |
Marathon Asset Mgmt Ltd | 138,532 | $61,026 | 12/31/2023 |
SPGI | 138,532 | $61,026 | 12/31/2023 |
Skandinaviska Enskilda Banken AB publ | 137,561 | $60,598 | 12/31/2023 |
SPGI | 137,561 | $60,598 | 12/31/2023 |
Cypress Funds LLC | 137,192 | $60,436 | 12/31/2023 |
SPGI | 137,192 | $60,436 | 12/31/2023 |
Delta Asset Management LLC TN | 136,393 | $60,084 | 12/31/2023 |
SPGI | 136,393 | $60,084 | 12/31/2023 |
Ninety One North America Inc. | 140,240 | $59,665 | 03/31/2024 |
SPGI | 140,240 | $59,665 | 03/31/2024 |
Northwestern Mutual Wealth Management Co. | 134,443 | $59,227 | 12/31/2023 |
SPGI | 134,443 | $59,227 | 12/31/2023 |
Bank of Nova Scotia | 133,014 | $58,572 | 12/31/2023 |
SPGI | 133,014 | $58,572 | 12/31/2023 |
Candriam Luxembourg S.C.A. | 135,326 | $57,574 | 03/31/2024 |
SPGI | 135,326 | $57,574 | 03/31/2024 |
Tybourne Capital Management HK Ltd. | 129,506 | $57,050 | 12/31/2023 |
SPGI | 129,506 | $57,050 | 12/31/2023 |
United Capital Financial Advisers LLC | 126,766 | $55,843 | 12/31/2023 |
SPGI | 126,766 | $55,843 | 12/31/2023 |
Mn Services Vermogensbeheer B.V. | 130,965 | $55,719 | 03/31/2024 |
SPGI | 130,965 | $55,719 | 03/31/2024 |
Kempen Capital Management N.V. | 125,999 | $55,505 | 12/31/2023 |
SPGI | 125,999 | $55,505 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 125,530 | $55,464 | 12/31/2023 |
SPGI | 125,530 | $55,464 | 12/31/2023 |
Bartlett & Co. LLC | 125,530 | $55,463 | 12/31/2023 |
SPGI | 125,530 | $55,463 | 12/31/2023 |
Cullinan Associates Inc. | 127,900 | $54,415 | 03/31/2024 |
SPGI | 127,900 | $54,415 | 03/31/2024 |
Great Lakes Advisors LLC | 122,610 | $54,013 | 12/31/2023 |
SPGI | 122,610 | $54,013 | 12/31/2023 |
Cercano Management LLC | 121,034 | $53,318 | 12/31/2023 |
SPGI | 121,034 | $53,318 | 12/31/2023 |
Sather Financial Group Inc | 120,399 | $53,038 | 12/31/2023 |
SPGI | 120,399 | $53,038 | 12/31/2023 |
Marshall Wace LLP | 119,098 | $52,465 | 12/31/2023 |
SPGI | 119,098 | $52,465 | 12/31/2023 |
Voya Investment Management LLC | 118,732 | $52,304 | 12/31/2023 |
SPGI | 118,732 | $52,304 | 12/31/2023 |
Zurich Insurance Group Ltd FI | 118,007 | $51,984 | 12/31/2023 |
SPGI | 118,007 | $51,984 | 12/31/2023 |
Vaughan David Investments LLC IL | 117,369 | $51,703 | 12/31/2023 |
SPGI | 117,369 | $51,703 | 12/31/2023 |
Rafferty Asset Management LLC | 114,848 | $50,593 | 12/31/2023 |
SPGI | 114,848 | $50,593 | 12/31/2023 |
Fifth Third Bancorp | 118,739 | $50,518 | 03/31/2024 |
SPGI | 118,739 | $50,518 | 03/31/2024 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 113,459 | $49,981 | 12/31/2023 |
SPGI | 113,459 | $49,981 | 12/31/2023 |
D.A. Davidson & CO. | 112,235 | $49,442 | 12/31/2023 |
SPGI | 112,235 | $49,442 | 12/31/2023 |
D. E. Shaw & Co. Inc. | $47,407 | 12/31/2023 | |
Call | 68,400 | $30,132 | 12/31/2023 |
SPGI | 43,915 | $19,345 | 12/31/2023 |
Put | 4,700 | $2,070 | 12/31/2023 |
RMB Capital Management LLC | 107,048 | $47,157 | 12/31/2023 |
SPGI | 107,048 | $47,157 | 12/31/2023 |
Comerica Bank | 106,213 | $46,789 | 12/31/2023 |
SPGI | 106,213 | $46,789 | 12/31/2023 |
Segment Wealth Management LLC | 109,780 | $46,706 | 03/31/2024 |
SPGI | 109,780 | $46,706 | 03/31/2024 |
AXA S.A. | 105,644 | $46,538 | 12/31/2023 |
SPGI | 105,644 | $46,538 | 12/31/2023 |
SG Americas Securities LLC | 109,156 | $46,440 | 03/31/2024 |
SPGI | 109,156 | $46,440 | 03/31/2024 |
Sandhill Capital Partners LLC | 103,460 | $45,576 | 12/31/2023 |
SPGI | 103,460 | $45,576 | 12/31/2023 |
Howland Capital Management LLC | 106,748 | $45,416 | 03/31/2024 |
SPGI | 106,748 | $45,416 | 03/31/2024 |
American International Group Inc. | 102,474 | $45,142 | 12/31/2023 |
SPGI | 102,474 | $45,142 | 12/31/2023 |
Calamos Advisors LLC | 101,947 | $44,910 | 12/31/2023 |
SPGI | 101,947 | $44,910 | 12/31/2023 |
Ironvine Capital Partners LLC | 101,126 | $44,548 | 12/31/2023 |
SPGI | 101,126 | $44,548 | 12/31/2023 |
Alta Capital Management LLC | 103,417 | $43,999 | 03/31/2024 |
SPGI | 103,417 | $43,999 | 03/31/2024 |
EP Wealth Advisors LLC | 99,180 | $43,691 | 12/31/2023 |
SPGI | 99,180 | $43,691 | 12/31/2023 |
Dearborn Partners LLC | 99,110 | $43,660 | 12/31/2023 |
SPGI | 99,110 | $43,660 | 12/31/2023 |
Assenagon Asset Management S.A. | 102,474 | $43,598 | 03/31/2024 |
SPGI | 102,474 | $43,598 | 03/31/2024 |
La Banque Postale Asset Management SA | 97,744 | $43,058 | 12/31/2023 |
SPGI | 97,744 | $43,058 | 12/31/2023 |
Norinchukin Bank The | 96,453 | $42,489 | 12/31/2023 |
SPGI | 96,453 | $42,489 | 12/31/2023 |
Cumberland Partners Ltd | 95,875 | $42,235 | 12/31/2023 |
SPGI | 95,875 | $42,235 | 12/31/2023 |
Cerity Partners LLC | 95,558 | $42,096 | 12/31/2023 |
SPGI | 95,558 | $42,096 | 12/31/2023 |
Connectus Wealth LLC | 94,238 | $41,514 | 12/31/2023 |
SPGI | 94,238 | $41,514 | 12/31/2023 |
Tredje AP fonden | 94,081 | $41,445 | 12/31/2023 |
SPGI | 94,081 | $41,445 | 12/31/2023 |
Advisor Group Holdings Inc. | 93,774 | $41,361 | 12/31/2023 |
SPGI | 93,774 | $41,361 | 12/31/2023 |
Putnam Investments LLC | 93,469 | $41,175 | 12/31/2023 |
SPGI | 93,469 | $41,175 | 12/31/2023 |
EULAV Asset Management | 91,692 | $40,392 | 12/31/2023 |
SPGI | 91,692 | $40,392 | 12/31/2023 |
Arizona State Retirement System | 91,549 | $40,329 | 12/31/2023 |
SPGI | 91,549 | $40,329 | 12/31/2023 |
AE Wealth Management LLC | 90,141 | $40,257 | 12/31/2023 |
SPGI | 90,141 | $40,257 | 12/31/2023 |
Schroder Investment Management Group | 89,584 | $39,464 | 12/31/2023 |
SPGI | 89,584 | $39,464 | 12/31/2023 |
Hudson Way Capital Management LLC | 89,405 | $39,385 | 12/31/2023 |
SPGI | 89,405 | $39,385 | 12/31/2023 |
Aristotle Atlantic Partners LLC | 88,539 | $39,003 | 12/31/2023 |
SPGI | 88,539 | $39,003 | 12/31/2023 |
GuoLine Advisory Pte Ltd | 91,400 | $38,886 | 03/31/2024 |
SPGI | 91,400 | $38,886 | 03/31/2024 |
Mediolanum International Funds Ltd | 91,288 | $38,597 | 03/31/2024 |
SPGI | 91,288 | $38,597 | 03/31/2024 |
Aureus Asset Management LLC | 86,624 | $38,160 | 12/31/2023 |
SPGI | 86,624 | $38,160 | 12/31/2023 |
Quilter Plc | 85,701 | $37,866 | 12/31/2023 |
SPGI | 85,701 | $37,866 | 12/31/2023 |
Nisa Investment Advisors LLC | 88,259 | $37,550 | 03/31/2024 |
SPGI | 88,259 | $37,550 | 03/31/2024 |
State of Michigan Retirement System | 88,053 | $37,462 | 03/31/2024 |
SPGI | 88,053 | $37,462 | 03/31/2024 |
NS Partners Ltd | 84,105 | $37,050 | 12/31/2023 |
SPGI | 84,105 | $37,050 | 12/31/2023 |
Panagora Asset Management Inc. | 84,056 | $37,028 | 12/31/2023 |
SPGI | 84,056 | $37,028 | 12/31/2023 |
Lionstone Capital Management LLC | 84,000 | $37,004 | 12/31/2023 |
SPGI | 84,000 | $37,004 | 12/31/2023 |
PBCay One RSC Ltd | 86,500 | $36,801 | 03/31/2024 |
SPGI | 86,500 | $36,801 | 03/31/2024 |
BI Asset Management Fondsmaeglerselskab A S | 86,218 | $36,681 | 03/31/2024 |
SPGI | 86,218 | $36,681 | 03/31/2024 |
Gillson Capital LP | 82,840 | $36,493 | 12/31/2023 |
SPGI | 82,840 | $36,493 | 12/31/2023 |
Regions Financial Corp | 85,620 | $36,427 | 03/31/2024 |
SPGI | 85,620 | $36,427 | 03/31/2024 |
Wealth Enhancement Advisory Services LLC | 83,646 | $35,587 | 03/31/2024 |
SPGI | 83,646 | $35,587 | 03/31/2024 |
CBOE Vest Financial LLC | 83,446 | $35,502 | 03/31/2024 |
SPGI | 83,446 | $35,502 | 03/31/2024 |
MetLife Investment Management LLC | 79,692 | $35,106 | 12/31/2023 |
SPGI | 79,692 | $35,106 | 12/31/2023 |
1832 Asset Management L.P. | 77,958 | $34,342 | 12/31/2023 |
SPGI | 77,958 | $34,342 | 12/31/2023 |
YCG LLC | 79,425 | $34,223 | 03/31/2024 |
SPGI | 79,425 | $34,223 | 03/31/2024 |
Bridges Investment Management Inc. | 80,419 | $34,214 | 03/31/2024 |
SPGI | 80,419 | $34,214 | 03/31/2024 |
Rokos Capital Management LLP | 77,514 | $34,163 | 12/31/2023 |
SPGI | 77,514 | $34,163 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 79,777 | $33,941 | 03/31/2024 |
SPGI | 79,777 | $33,941 | 03/31/2024 |
Cibc World Markets Corp | 75,177 | $33,117 | 12/31/2023 |
SPGI | 75,177 | $33,117 | 12/31/2023 |
Crestwood Advisors Group LLC | 74,472 | $32,807 | 12/31/2023 |
SPGI | 74,472 | $32,807 | 12/31/2023 |
Svenska Handelsbanken AB publ | 76,909 | $32,721 | 03/31/2024 |
SPGI | 76,909 | $32,721 | 03/31/2024 |
Teacher Retirement System of Texas | 76,327 | $32,473 | 03/31/2024 |
SPGI | 76,327 | $32,473 | 03/31/2024 |
Bowie Capital Management LLC | 73,545 | $32,398 | 12/31/2023 |
SPGI | 73,545 | $32,398 | 12/31/2023 |
Mirae Asset Global Investments Co. Ltd. | 75,673 | $32,195 | 03/31/2024 |
SPGI | 75,673 | $32,195 | 03/31/2024 |
Texas Permanent School Fund | 74,129 | $31,538 | 03/31/2024 |
SPGI | 74,129 | $31,538 | 03/31/2024 |
Weitz Investment Management Inc. | 71,375 | $31,442 | 12/31/2023 |
SPGI | 71,375 | $31,442 | 12/31/2023 |
Gateway Investment Advisers LLC | 73,537 | $31,286 | 03/31/2024 |
SPGI | 73,537 | $31,286 | 03/31/2024 |
Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 70,952 | $31,256 | 12/31/2023 |
SPGI | 70,952 | $31,256 | 12/31/2023 |
TIAA Trust National Association | 68,793 | $30,305 | 12/31/2023 |
SPGI | 68,793 | $30,305 | 12/31/2023 |
Retirement Systems of Alabama | 70,916 | $30,171 | 03/31/2024 |
SPGI | 70,916 | $30,171 | 03/31/2024 |
Bradley Foster & Sargent Inc. CT | 67,549 | $29,757 | 12/31/2023 |
SPGI | 67,549 | $29,757 | 12/31/2023 |
Forsta AP Fonden | 67,285 | $29,640 | 12/31/2023 |
SPGI | 67,285 | $29,640 | 12/31/2023 |
Capital Group Private Client Services Inc. | 66,584 | $29,332 | 12/31/2023 |
SPGI | 66,584 | $29,332 | 12/31/2023 |
Amalgamated Bank | 67,013 | $28,511 | 03/31/2024 |
SPGI | 67,013 | $28,511 | 03/31/2024 |
Provident Investment Management Inc. | 63,495 | $27,971 | 12/31/2023 |
SPGI | 63,495 | $27,971 | 12/31/2023 |
IFM Investors Pty Ltd | 64,913 | $27,617 | 03/31/2024 |
SPGI | 64,913 | $27,617 | 03/31/2024 |
Janney Montgomery Scott LLC | 64,505 | $27,444 | 03/31/2024 |
SPGI | 64,505 | $27,444 | 03/31/2024 |
Wafra Inc. | 61,783 | $27,217 | 12/31/2023 |
SPGI | 61,783 | $27,217 | 12/31/2023 |
Vestor Capital LLC | 61,515 | $27,099 | 12/31/2023 |
SPGI | 61,515 | $27,099 | 12/31/2023 |
Sirios Capital Management L P | 61,208 | $26,963 | 12/31/2023 |
SPGI | 61,208 | $26,963 | 12/31/2023 |
Teachers Retirement System of The State of Kentucky | 61,160 | $26,943 | 12/31/2023 |
SPGI | 61,160 | $26,943 | 12/31/2023 |
Gluskin Sheff & Assoc Inc. | 60,602 | $26,696 | 12/31/2023 |
SPGI | 60,602 | $26,696 | 12/31/2023 |
CIBC Asset Management Inc | 60,017 | $26,439 | 12/31/2023 |
SPGI | 60,017 | $26,439 | 12/31/2023 |
Kayne Anderson Rudnick Investment Management LLC | 59,771 | $26,331 | 12/31/2023 |
SPGI | 59,771 | $26,331 | 12/31/2023 |
Simplex Trading LLC | $26,106 | 03/31/2024 | |
Call | 96,300 | $40,970 | 03/31/2024 |
Put | 41,700 | $17,741 | 03/31/2024 |
SPGI | 6,763 | $2,877 | 03/31/2024 |
Nan Shan Life Insurance Co. Ltd. | 58,916 | $25,954 | 12/31/2023 |
SPGI | 58,916 | $25,954 | 12/31/2023 |
Greenleaf Trust | 60,777 | $25,858 | 03/31/2024 |
SPGI | 60,777 | $25,858 | 03/31/2024 |
Schonfeld Strategic Advisors LLC | 58,598 | $25,814 | 12/31/2023 |
SPGI | 58,598 | $25,814 | 12/31/2023 |
Yousif Capital Management LLC | 60,531 | $25,753 | 03/31/2024 |
SPGI | 60,531 | $25,753 | 03/31/2024 |
Mariner LLC | 58,423 | $25,737 | 12/31/2023 |
SPGI | 58,423 | $25,737 | 12/31/2023 |
Oppenheimer Asset Management Inc. | 57,889 | $25,501 | 12/31/2023 |
SPGI | 57,889 | $25,501 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 59,352 | $25,251 | 03/31/2024 |
SPGI | 59,352 | $25,251 | 03/31/2024 |
Whittier Trust Co. | 58,497 | $24,887 | 03/31/2024 |
SPGI | 58,497 | $24,887 | 03/31/2024 |
Park National Corp OH | 58,446 | $24,866 | 03/31/2024 |
SPGI | 58,446 | $24,866 | 03/31/2024 |
Utah Retirement Systems | 55,647 | $24,514 | 12/31/2023 |
SPGI | 55,647 | $24,514 | 12/31/2023 |
Granite Investment Partners LLC | 54,721 | $24,106 | 12/31/2023 |
SPGI | 54,721 | $24,106 | 12/31/2023 |
Czech National Bank | 56,533 | $24,052 | 03/31/2024 |
SPGI | 56,533 | $24,052 | 03/31/2024 |
Point72 Asset Management L.P. | 54,160 | $23,859 | 12/31/2023 |
SPGI | 54,160 | $23,859 | 12/31/2023 |
Fjarde AP Fonden Fourth Swedish National Pension Fund | 55,700 | $23,698 | 03/31/2024 |
SPGI | 55,700 | $23,698 | 03/31/2024 |
Titan Global Capital Management USA LLC | 53,707 | $23,659 | 12/31/2023 |
SPGI | 53,707 | $23,659 | 12/31/2023 |
Payden & Rygel | 51,990 | $22,903 | 12/31/2023 |
SPGI | 51,990 | $22,903 | 12/31/2023 |
Equitable Trust Co. | 53,829 | $22,902 | 03/31/2024 |
SPGI | 53,829 | $22,902 | 03/31/2024 |
Pathstone Holdings LLC | 51,709 | $22,791 | 12/31/2023 |
SPGI | 51,709 | $22,791 | 12/31/2023 |
Gates Capital Management Inc. | $22,711 | 12/31/2023 | |
SPGI | 301,554 | $132,841 | 12/31/2023 |
Put | 250,000 | $110,130 | 12/31/2023 |
CIBC World Markets Inc. | 51,527 | $22,699 | 12/31/2023 |
SPGI | 51,527 | $22,699 | 12/31/2023 |
National Mutual Insurance Federation of Agricultural Cooperatives | 52,800 | $22,464 | 03/31/2024 |
SPGI | 52,800 | $22,464 | 03/31/2024 |
Tower Research Capital LLC TRC | 50,906 | $22,425 | 12/31/2023 |
SPGI | 50,906 | $22,425 | 12/31/2023 |
Orion Portfolio Solutions LLC | 51,866 | $22,415 | 12/31/2023 |
SPGI | 51,866 | $22,415 | 12/31/2023 |
Public Sector Pension Investment Board | 50,617 | $22,298 | 12/31/2023 |
SPGI | 50,617 | $22,298 | 12/31/2023 |
Cresset Asset Management LLC | 50,394 | $22,199 | 12/31/2023 |
SPGI | 50,394 | $22,199 | 12/31/2023 |
RBF Capital LLC | 50,000 | $22,026 | 12/31/2023 |
SPGI | 50,000 | $22,026 | 12/31/2023 |
Boston Family Office LLC | 49,964 | $22,010 | 12/31/2023 |
SPGI | 49,964 | $22,010 | 12/31/2023 |
Pinnacle Financial Partners Inc. | 51,477 | $21,901 | 03/31/2024 |
SPGI | 51,477 | $21,901 | 03/31/2024 |
Los Angeles Capital Management & Equity Research Inc. | 51,309 | $21,829 | 03/31/2024 |
SPGI | 51,309 | $21,829 | 03/31/2024 |
M&G Investment Management Ltd. | 49,433 | $21,800 | 12/31/2023 |
SPGI | 49,433 | $21,800 | 12/31/2023 |
Public Employees Retirement Association of Colorado | 48,956 | $21,566 | 12/31/2023 |
SPGI | 48,956 | $21,566 | 12/31/2023 |
Lombard Odier Asset Management Europe Ltd | 48,844 | $21,517 | 12/31/2023 |
SPGI | 48,844 | $21,517 | 12/31/2023 |
Pittenger & Anderson Inc. | 49,897 | $21,229 | 03/31/2024 |
SPGI | 49,897 | $21,229 | 03/31/2024 |
New York Life Investment Management LLC | 48,602 | $20,678 | 03/31/2024 |
SPGI | 48,602 | $20,678 | 03/31/2024 |
Commonwealth Equity Services LLC | 48,434 | $20,606 | 03/31/2024 |
SPGI | 48,434 | $20,606 | 03/31/2024 |
WASHINGTON TRUST Co | 47,590 | $20,247 | 03/31/2024 |
SPGI | 47,590 | $20,247 | 03/31/2024 |
Pictet & Cie Europe SA | 45,854 | $20,200 | 12/31/2023 |
SPGI | 45,854 | $20,200 | 12/31/2023 |
Exencial Wealth Advisors LLC | 45,795 | $20,174 | 12/31/2023 |
SPGI | 45,795 | $20,174 | 12/31/2023 |
Xponance Inc. | 45,340 | $19,973 | 12/31/2023 |
SPGI | 45,340 | $19,973 | 12/31/2023 |
Sumitomo Mitsui DS Asset Management Company Ltd | 45,621 | $19,409 | 03/31/2024 |
SPGI | 45,621 | $19,409 | 03/31/2024 |
Factory Mutual Insurance Co. | 45,600 | $19,401 | 03/31/2024 |
SPGI | 45,600 | $19,401 | 03/31/2024 |
M&T Bank Corp | 43,786 | $19,289 | 12/31/2023 |
SPGI | 43,786 | $19,289 | 12/31/2023 |
Snowden Capital Advisors LLC | 43,688 | $19,245 | 12/31/2023 |
SPGI | 43,688 | $19,245 | 12/31/2023 |
Vancity Investment Management Ltd | 43,664 | $19,235 | 12/31/2023 |
SPGI | 43,664 | $19,235 | 12/31/2023 |
BNP Paribas | 44,086 | $18,799 | 03/31/2024 |
SPGI | 44,086 | $18,799 | 03/31/2024 |
Peak Asset Management LLC | 42,146 | $18,566 | 12/31/2023 |
SPGI | 42,146 | $18,566 | 12/31/2023 |
Global Assets Advisory LLC | 43,581 | $18,542 | 03/31/2024 |
SPGI | 43,581 | $18,542 | 03/31/2024 |
Kornitzer Capital Management Inc. KS | 43,413 | $18,470 | 03/31/2024 |
SPGI | 43,413 | $18,470 | 03/31/2024 |
Cetera Advisors LLC | 41,713 | $18,375 | 12/31/2023 |
SPGI | 41,713 | $18,375 | 12/31/2023 |
AGF Management Ltd. | 41,427 | $18,249 | 12/31/2023 |
SPGI | 41,427 | $18,249 | 12/31/2023 |
Creative Planning | 41,157 | $18,131 | 12/31/2023 |
SPGI | 41,157 | $18,131 | 12/31/2023 |
Maple Capital Management Inc. | 40,709 | $17,933 | 12/31/2023 |
SPGI | 40,709 | $17,933 | 12/31/2023 |
Mutual of America Capital Management LLC | 42,126 | $17,923 | 03/31/2024 |
SPGI | 42,126 | $17,923 | 03/31/2024 |
Man Group plc | 40,305 | $17,755 | 12/31/2023 |
SPGI | 40,305 | $17,755 | 12/31/2023 |
Bleichroeder LP | 40,000 | $17,621 | 12/31/2023 |
SPGI | 40,000 | $17,621 | 12/31/2023 |
King Luther Capital Management Corp | 39,906 | $17,579 | 12/31/2023 |
SPGI | 39,906 | $17,579 | 12/31/2023 |
Troy Asset Management Ltd | 40,132 | $17,074 | 03/31/2024 |
SPGI | 40,132 | $17,074 | 03/31/2024 |
Tudor Investment Corp Et Al | $17,066 | 12/31/2023 | |
SPGI | 40,240 | $17,727 | 12/31/2023 |
Put | 1,500 | $661 | 12/31/2023 |
Adams Diversified Equity Fund Inc. | 39,600 | $16,848 | 03/31/2024 |
SPGI | 39,600 | $16,848 | 03/31/2024 |
Raub Brock Capital Management LP | 39,115 | $16,642 | 03/31/2024 |
SPGI | 39,115 | $16,642 | 03/31/2024 |
Ethic Inc. | 37,730 | $16,621 | 12/31/2023 |
SPGI | 37,730 | $16,621 | 12/31/2023 |
Round Hill Asset Management | 37,461 | $16,502 | 12/31/2023 |
SPGI | 37,461 | $16,502 | 12/31/2023 |
Rockefeller Capital Management L.P. | 37,390 | $16,471 | 12/31/2023 |
SPGI | 37,390 | $16,471 | 12/31/2023 |
AMF Pensionsforsakring AB | 38,698 | $16,469 | 03/31/2024 |
SPGI | 38,698 | $16,469 | 03/31/2024 |
Polar Capital Holdings Plc | 36,962 | $16,282 | 12/31/2023 |
SPGI | 36,962 | $16,282 | 12/31/2023 |
Natixis | 36,175 | $15,936 | 12/31/2023 |
SPGI | 36,175 | $15,936 | 12/31/2023 |
Barlow Wealth Partners Inc. | 37,855 | $15,816 | 03/31/2024 |
SPGI | 37,855 | $15,816 | 03/31/2024 |
Dock Street Asset Management Inc. | 35,729 | $15,739 | 12/31/2023 |
SPGI | 35,729 | $15,739 | 12/31/2023 |
Montag & Caldwell LLC | 36,898 | $15,698 | 03/31/2024 |
SPGI | 36,898 | $15,698 | 03/31/2024 |
Dai Ichi Life Insurance Company Ltd | 34,935 | $15,390 | 12/31/2023 |
SPGI | 34,935 | $15,390 | 12/31/2023 |
Quest Investment Management LLC | 34,678 | $15,276 | 12/31/2023 |
SPGI | 34,678 | $15,276 | 12/31/2023 |
TRB Advisors LP | 35,000 | $14,891 | 03/31/2024 |
SPGI | 35,000 | $14,891 | 03/31/2024 |
Guggenheim Capital LLC | 33,701 | $14,846 | 12/31/2023 |
SPGI | 33,701 | $14,846 | 12/31/2023 |
Laurus Investment Counsel Inc. | 34,880 | $14,840 | 03/31/2024 |
SPGI | 34,880 | $14,840 | 03/31/2024 |
State of Alaska Department of Revenue | 34,861 | $14,831 | 03/31/2024 |
SPGI | 34,861 | $14,831 | 03/31/2024 |
Daiwa Securities Group Inc. | 34,286 | $14,587 | 03/31/2024 |
SPGI | 34,286 | $14,587 | 03/31/2024 |
Meiji Yasuda Asset Management Co Ltd. | 32,952 | $14,516 | 12/31/2023 |
SPGI | 32,952 | $14,516 | 12/31/2023 |
Smith Salley & Associates | 34,011 | $14,470 | 03/31/2024 |
SPGI | 34,011 | $14,470 | 03/31/2024 |
Captrust Financial Advisors | 32,839 | $14,466 | 12/31/2023 |
SPGI | 32,839 | $14,466 | 12/31/2023 |
Nippon Life Global Investors Americas Inc. | 32,480 | $14,308 | 12/31/2023 |
SPGI | 32,480 | $14,308 | 12/31/2023 |
Atria Investments LLC | 32,188 | $14,180 | 12/31/2023 |
SPGI | 32,188 | $14,180 | 12/31/2023 |
CWM LLC | 32,786 | $13,949 | 03/31/2024 |
SPGI | 32,786 | $13,949 | 03/31/2024 |
FORA Capital LLC | 32,609 | $13,873 | 03/31/2024 |
SPGI | 32,609 | $13,873 | 03/31/2024 |
Covington Investment Advisors Inc. | 31,354 | $13,812 | 12/31/2023 |
SPGI | 31,354 | $13,812 | 12/31/2023 |
Nicola Wealth Management LTD. | 31,300 | $13,788 | 12/31/2023 |
SPGI | 31,300 | $13,788 | 12/31/2023 |
Claar Advisors LLC | 31,144 | $13,720 | 12/31/2023 |
SPGI | 31,144 | $13,720 | 12/31/2023 |
Jackson Hill Advisors LLC | 31,000 | $13,656 | 12/31/2023 |
SPGI | 31,000 | $13,656 | 12/31/2023 |
MML Investors Services LLC | 30,473 | $13,424 | 12/31/2023 |
SPGI | 30,473 | $13,424 | 12/31/2023 |
Professional Advisory Services Inc. | 31,540 | $13,419 | 03/31/2024 |
SPGI | 31,540 | $13,419 | 03/31/2024 |
Eastern Bank | 30,330 | $13,361 | 12/31/2023 |
SPGI | 30,330 | $13,361 | 12/31/2023 |
Walleye Capital LLC | $13,261 | 12/31/2023 | |
SPGI | 42,103 | $18,547 | 12/31/2023 |
Put | 38,400 | $16,916 | 12/31/2023 |
Call | 26,400 | $11,630 | 12/31/2023 |
Verity & Verity LLC | 31,128 | $13,243 | 03/31/2024 |
SPGI | 31,128 | $13,243 | 03/31/2024 |
Gamco Investors INC. ET AL | 29,977 | $13,205 | 12/31/2023 |
SPGI | 29,977 | $13,205 | 12/31/2023 |
Bailard Inc. | 29,732 | $13,098 | 12/31/2023 |
SPGI | 29,732 | $13,098 | 12/31/2023 |
Wealthfront Advisers LLC | 30,704 | $13,063 | 03/31/2024 |
SPGI | 30,704 | $13,063 | 03/31/2024 |
Capital International Inc. | 29,624 | $13,050 | 12/31/2023 |
SPGI | 29,624 | $13,050 | 12/31/2023 |
First Financial Bankshares Inc | 29,546 | $13,016 | 12/31/2023 |
SPGI | 29,546 | $13,016 | 12/31/2023 |
APG Asset Management N.V. | 29,477 | $12,985 | 12/31/2023 |
SPGI | 29,477 | $12,985 | 12/31/2023 |
Progressive Investment Management Corp | 30,403 | $12,935 | 03/31/2024 |
SPGI | 30,403 | $12,935 | 03/31/2024 |
Shell Asset Management Co. | 29,252 | $12,886 | 12/31/2023 |
SPGI | 29,252 | $12,886 | 12/31/2023 |
Capital International Sarl | 29,076 | $12,809 | 12/31/2023 |
SPGI | 29,076 | $12,809 | 12/31/2023 |
Huntington National Bank | 30,032 | $12,777 | 03/31/2024 |
SPGI | 30,032 | $12,777 | 03/31/2024 |
Fiduciary Trust Co. | 28,714 | $12,649 | 12/31/2023 |
SPGI | 28,714 | $12,649 | 12/31/2023 |
Commerce Bank | 29,626 | $12,604 | 03/31/2024 |
SPGI | 29,626 | $12,604 | 03/31/2024 |
O Shaughnessy Asset Management LLC | 28,521 | $12,564 | 12/31/2023 |
SPGI | 28,521 | $12,564 | 12/31/2023 |
Elo Mutual Pension Insurance Co | 28,410 | $12,515 | 12/31/2023 |
SPGI | 28,410 | $12,515 | 12/31/2023 |
Cetera Advisor Networks LLC | 28,082 | $12,370 | 12/31/2023 |
SPGI | 28,082 | $12,370 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 28,609 | $12,172 | 03/31/2024 |
SPGI | 28,609 | $12,172 | 03/31/2024 |
Logan Capital Management Inc. | 27,436 | $12,086 | 12/31/2023 |
SPGI | 27,436 | $12,086 | 12/31/2023 |
Dupont Capital Management Corp | 28,249 | $12,019 | 03/31/2024 |
SPGI | 28,249 | $12,019 | 03/31/2024 |
Oakmont Corp | 27,273 | $12,014 | 12/31/2023 |
SPGI | 27,273 | $12,014 | 12/31/2023 |
Bedrijfstakpensioenfonds Voor DE Media PNO | 30,250 | $11,917 | 03/31/2024 |
SPGI | 30,250 | $11,917 | 03/31/2024 |
Edmond DE Rothschild Holding S.A. | 26,883 | $11,842 | 12/31/2023 |
SPGI | 26,883 | $11,842 | 12/31/2023 |
Moran Wealth Management LLC | 26,871 | $11,837 | 12/31/2023 |
SPGI | 26,871 | $11,837 | 12/31/2023 |
TD Waterhouse Canada Inc. | 26,710 | $11,785 | 12/31/2023 |
SPGI | 26,710 | $11,785 | 12/31/2023 |
Clio Asset Management LLC | 27,491 | $11,696 | 03/31/2024 |
SPGI | 27,491 | $11,696 | 03/31/2024 |
Oregon Public Employees Retirement Fund | 27,467 | $11,686 | 03/31/2024 |
SPGI | 27,467 | $11,686 | 03/31/2024 |
Pinebridge Investments L.P. | 26,466 | $11,659 | 12/31/2023 |
SPGI | 26,466 | $11,659 | 12/31/2023 |
Pictet North America Advisors SA | 27,390 | $11,653 | 03/31/2024 |
SPGI | 27,390 | $11,653 | 03/31/2024 |
Steward Partners Investment Advisory LLC | 26,372 | $11,617 | 12/31/2023 |
SPGI | 26,372 | $11,617 | 12/31/2023 |
Bellecapital International Ltd. | 27,117 | $11,537 | 03/31/2024 |
SPGI | 27,117 | $11,537 | 03/31/2024 |
Gulf International Bank UK Ltd | 27,082 | $11,522 | 03/31/2024 |
SPGI | 27,082 | $11,522 | 03/31/2024 |
Community Trust & Investment Co. | 25,960 | $11,436 | 12/31/2023 |
SPGI | 25,960 | $11,436 | 12/31/2023 |
Kentucky Retirement Systems | 25,923 | $11,420 | 12/31/2023 |
SPGI | 25,923 | $11,420 | 12/31/2023 |
Group One Trading L.P. | $11,321 | 12/31/2023 | |
Call | 30,800 | $13,568 | 12/31/2023 |
Put | 5,100 | $2,247 | 12/31/2023 |
Rockland Trust Co. | 26,574 | $11,306 | 03/31/2024 |
SPGI | 26,574 | $11,306 | 03/31/2024 |
Baader Bank INC | 26,387 | $11,226 | 03/31/2024 |
SPGI | 26,387 | $11,226 | 03/31/2024 |
Achmea Investment Management B.V. | 25,403 | $11,190 | 12/31/2023 |
SPGI | 25,403 | $11,190 | 12/31/2023 |
JustInvest LLC | 25,306 | $11,148 | 12/31/2023 |
SPGI | 25,306 | $11,148 | 12/31/2023 |
Peapack Gladstone Financial Corp | 25,253 | $11,124 | 12/31/2023 |
SPGI | 25,253 | $11,124 | 12/31/2023 |
BOKF NA | 25,205 | $11,103 | 12/31/2023 |
SPGI | 25,205 | $11,103 | 12/31/2023 |
Haverford Financial Services Inc. | 26,047 | $11,082 | 03/31/2024 |
SPGI | 26,047 | $11,082 | 03/31/2024 |
Transcend Wealth Collective LLC | 26,039 | $11,078 | 03/31/2024 |
SPGI | 26,039 | $11,078 | 03/31/2024 |
Glenview Trust Co | 24,902 | $10,970 | 12/31/2023 |
SPGI | 24,902 | $10,970 | 12/31/2023 |
Middleton & Co Inc MA | 24,851 | $10,947 | 12/31/2023 |
SPGI | 24,851 | $10,947 | 12/31/2023 |
Bamco Inc. NY | 24,607 | $10,840 | 12/31/2023 |
SPGI | 24,607 | $10,840 | 12/31/2023 |
Wedgewood Partners Inc. | 25,605 | $10,818 | 12/31/2023 |
SPGI | 25,605 | $10,818 | 12/31/2023 |
Lido Advisors LLC | 24,085 | $10,610 | 12/31/2023 |
SPGI | 24,085 | $10,610 | 12/31/2023 |
Campbell Newman Asset Management Inc. | 24,759 | $10,534 | 03/31/2024 |
SPGI | 24,759 | $10,534 | 03/31/2024 |
Squarepoint Ops LLC | $10,527 | 12/31/2023 | |
SPGI | 28,395 | $12,509 | 12/31/2023 |
Put | 9,900 | $4,361 | 12/31/2023 |
Call | 5,400 | $2,379 | 12/31/2023 |
Stone Run Capital LLC | 23,395 | $10,306 | 12/31/2023 |
SPGI | 23,395 | $10,306 | 12/31/2023 |
Calamos Wealth Management LLC | 23,142 | $10,195 | 12/31/2023 |
SPGI | 23,142 | $10,195 | 12/31/2023 |
Maryland State Retirement & Pension System | 24,775 | $10,156 | 03/31/2024 |
SPGI | 24,775 | $10,156 | 03/31/2024 |
First Trust Advisors LP | 23,020 | $10,141 | 12/31/2023 |
SPGI | 23,020 | $10,141 | 12/31/2023 |
Central Bank & Trust Co. | 23,695 | $10,081 | 03/31/2024 |
SPGI | 23,695 | $10,081 | 03/31/2024 |
ING Groep NV | 22,860 | $10,070 | 12/31/2023 |
SPGI | 22,860 | $10,070 | 12/31/2023 |
Jackson Square Partners LLC | 22,807 | $10,047 | 12/31/2023 |
SPGI | 22,807 | $10,047 | 12/31/2023 |
Sawgrass Asset Management LLC | 22,797 | $10,043 | 12/31/2023 |
SPGI | 22,797 | $10,043 | 12/31/2023 |
AMS Capital Ltda | 23,394 | $9,953 | 03/31/2024 |
SPGI | 23,394 | $9,953 | 03/31/2024 |
Phraction Management LLC | 22,591 | $9,952 | 12/31/2023 |
SPGI | 22,591 | $9,952 | 12/31/2023 |
Sit Investment Associates Inc. | 22,421 | $9,877 | 12/31/2023 |
SPGI | 22,421 | $9,877 | 12/31/2023 |
Acadian Asset Management LLC | 22,362 | $9,848 | 12/31/2023 |
SPGI | 22,362 | $9,848 | 12/31/2023 |
PYA Waltman Capital LLC | 22,331 | $9,837 | 12/31/2023 |
SPGI | 22,331 | $9,837 | 12/31/2023 |
Kingsview Wealth Management LLC | 22,304 | $9,826 | 12/31/2023 |
SPGI | 22,304 | $9,826 | 12/31/2023 |
BLB&B Advisors LLC | 22,989 | $9,781 | 03/31/2024 |
SPGI | 22,989 | $9,781 | 03/31/2024 |
Cetera Investment Advisers | 22,196 | $9,778 | 12/31/2023 |
SPGI | 22,196 | $9,778 | 12/31/2023 |
Groupama Asset Managment | 22,110 | $9,743 | 12/31/2023 |
SPGI | 22,110 | $9,743 | 12/31/2023 |
Girard Partners LTD. | 22,104 | $9,737 | 12/31/2023 |
SPGI | 22,104 | $9,737 | 12/31/2023 |
Whittier Trust Co. of Nevada Inc. | 22,884 | $9,736 | 03/31/2024 |
SPGI | 22,884 | $9,736 | 03/31/2024 |
GDS Wealth Management | 22,743 | $9,676 | 03/31/2024 |
SPGI | 22,743 | $9,676 | 03/31/2024 |
AQR Capital Management LLC | 21,932 | $9,662 | 12/31/2023 |
SPGI | 21,932 | $9,662 | 12/31/2023 |
Crossmark Global Holdings Inc. | 21,676 | $9,549 | 12/31/2023 |
SPGI | 21,676 | $9,549 | 12/31/2023 |
Pacer Advisors Inc. | 21,379 | $9,418 | 12/31/2023 |
SPGI | 21,379 | $9,418 | 12/31/2023 |
Advisors Asset Management Inc. | 21,062 | $9,278 | 12/31/2023 |
SPGI | 21,062 | $9,278 | 12/31/2023 |
Mattern Capital Management LLC | 21,052 | $9,274 | 12/31/2023 |
SPGI | 21,052 | $9,274 | 12/31/2023 |
Horizon Kinetics Asset Management LLC | 20,787 | $9,157 | 12/31/2023 |
SPGI | 20,787 | $9,157 | 12/31/2023 |
Motco | 20,670 | $9,106 | 12/31/2023 |
SPGI | 20,670 | $9,106 | 12/31/2023 |
Totem Point Management LLC | 20,634 | $9,090 | 12/31/2023 |
SPGI | 20,634 | $9,090 | 12/31/2023 |
Corsair Capital Management L.P. | 20,525 | $9,042 | 12/31/2023 |
SPGI | 20,525 | $9,042 | 12/31/2023 |
Penobscot Investment Management Company Inc. | 20,518 | $9,039 | 12/31/2023 |
SPGI | 20,518 | $9,039 | 12/31/2023 |
Fulcrum Capital LLC | 21,210 | $9,024 | 03/31/2024 |
SPGI | 21,210 | $9,024 | 03/31/2024 |
Banque Pictet & Cie SA | 21,126 | $8,988 | 03/31/2024 |
SPGI | 21,126 | $8,988 | 03/31/2024 |
SpiderRock Advisors LLC | $8,935 | 03/31/2024 | |
SPGI | 25,984 | $10,959 | 03/31/2024 |
Put | 4,800 | $2,024 | 03/31/2024 |
DAVENPORT & Co LLC | 20,978 | $8,925 | 03/31/2024 |
SPGI | 20,978 | $8,925 | 03/31/2024 |
Hartford Investment Management Co. | 20,761 | $8,833 | 03/31/2024 |
SPGI | 20,761 | $8,833 | 03/31/2024 |
Chicago Capital LLC | 20,747 | $8,827 | 03/31/2024 |
SPGI | 20,747 | $8,827 | 03/31/2024 |
OFI Invest Asset Management | 22,371 | $8,813 | 03/31/2024 |
SPGI | 22,371 | $8,813 | 03/31/2024 |
Meiji Yasuda Life Insurance Co | 19,966 | $8,795 | 12/31/2023 |
SPGI | 19,966 | $8,795 | 12/31/2023 |
Capital International Ltd. | 19,865 | $8,751 | 12/31/2023 |
SPGI | 19,865 | $8,751 | 12/31/2023 |
Alps Advisors Inc. | 19,658 | $8,660 | 12/31/2023 |
SPGI | 19,658 | $8,660 | 12/31/2023 |
Alberta Investment Management Corp | 19,510 | $8,595 | 12/31/2023 |
SPGI | 19,510 | $8,595 | 12/31/2023 |
Lmcg Investments LLC | 20,163 | $8,578 | 03/31/2024 |
SPGI | 20,163 | $8,578 | 03/31/2024 |
Banco Bilbao Vizcaya Argentaria S.A. | 19,297 | $8,500 | 12/31/2023 |
SPGI | 19,297 | $8,500 | 12/31/2023 |
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH | 19,557 | $8,321 | 03/31/2024 |
SPGI | 19,557 | $8,321 | 03/31/2024 |
Kinneret Advisory LLC | 19,514 | $8,302 | 03/31/2024 |
SPGI | 19,514 | $8,302 | 03/31/2024 |
Cinctive Capital Management LP | 18,802 | $8,283 | 12/31/2023 |
SPGI | 18,802 | $8,283 | 12/31/2023 |
Mountain Pacific Investment Advisers Inc. ID | 19,427 | $8,265 | 03/31/2024 |
SPGI | 19,427 | $8,265 | 03/31/2024 |
Carderock Capital Management Inc. | 19,337 | $8,227 | 03/31/2024 |
SPGI | 19,337 | $8,227 | 03/31/2024 |
Academy Capital Management Inc. TX | 18,622 | $8,203 | 12/31/2023 |
SPGI | 18,622 | $8,203 | 12/31/2023 |
First Horizon Advisors Inc. | 19,097 | $8,125 | 03/31/2024 |
SPGI | 19,097 | $8,125 | 03/31/2024 |
Prudential PLC | 18,424 | $8,116 | 12/31/2023 |
SPGI | 18,424 | $8,116 | 12/31/2023 |
Bogart Wealth LLC | 19,059 | $8,109 | 03/31/2024 |
SPGI | 19,059 | $8,109 | 03/31/2024 |
Spire Wealth Management | 19,037 | $8,099 | 03/31/2024 |
SPGI | 19,037 | $8,099 | 03/31/2024 |
QRG Capital Management Inc. | 18,377 | $8,095 | 12/31/2023 |
SPGI | 18,377 | $8,095 | 12/31/2023 |
Peninsula Asset Management Inc. | 18,368 | $8,091 | 12/31/2023 |
SPGI | 18,368 | $8,091 | 12/31/2023 |
Silvant Capital Management LLC | 19,006 | $8,086 | 03/31/2024 |
SPGI | 19,006 | $8,086 | 03/31/2024 |
Apollon Wealth Management LLC | 18,977 | $8,074 | 03/31/2024 |
SPGI | 18,977 | $8,074 | 03/31/2024 |
Glenmede Trust Co. NA | 18,308 | $8,065 | 12/31/2023 |
SPGI | 18,308 | $8,065 | 12/31/2023 |
Securian Asset Management Inc | 18,924 | $8,051 | 03/31/2024 |
SPGI | 18,924 | $8,051 | 03/31/2024 |
Baldwin Brothers Inc. MA | 18,910 | $8,045 | 03/31/2024 |
SPGI | 18,910 | $8,045 | 03/31/2024 |
Louisiana State Employees Retirement System | 18,700 | $7,956 | 03/31/2024 |
SPGI | 18,700 | $7,956 | 03/31/2024 |
C Partners Holding GmbH | 18,044 | $7,949 | 12/31/2023 |
SPGI | 18,044 | $7,949 | 12/31/2023 |
GTS Securities LLC | $7,906 | 12/31/2023 | |
Call | 23,300 | $10,264 | 12/31/2023 |
Put | 11,500 | $5,066 | 12/31/2023 |
SPGI | 6,147 | $2,708 | 12/31/2023 |
Birch Hill Investment Advisors LLC | 17,904 | $7,887 | 12/31/2023 |
SPGI | 17,904 | $7,887 | 12/31/2023 |
Stansberry Asset Management LLC | 17,798 | $7,840 | 12/31/2023 |
SPGI | 17,798 | $7,840 | 12/31/2023 |
Quantbot Technologies LP | 18,400 | $7,828 | 03/31/2024 |
SPGI | 18,400 | $7,828 | 03/31/2024 |
Sumitomo Life Insurance Co. | 18,869 | $7,793 | 03/31/2024 |
SPGI | 18,869 | $7,793 | 03/31/2024 |
Thematics Asset Management | 17,593 | $7,750 | 12/31/2023 |
SPGI | 17,593 | $7,750 | 12/31/2023 |
Metis Global Partners LLC | 18,112 | $7,706 | 03/31/2024 |
SPGI | 18,112 | $7,706 | 03/31/2024 |
O Brien Greene & Co. Inc | 18,112 | $7,706 | 03/31/2024 |
SPGI | 18,112 | $7,706 | 03/31/2024 |
Cullen Frost Bankers Inc. | 17,487 | $7,703 | 12/31/2023 |
SPGI | 17,487 | $7,703 | 12/31/2023 |
Cornerstone Advisors LLC | 17,400 | $7,665 | 12/31/2023 |
SPGI | 17,400 | $7,665 | 12/31/2023 |
SeaTown Holdings Pte. Ltd. | 17,925 | $7,626 | 03/31/2024 |
SPGI | 17,925 | $7,626 | 03/31/2024 |
Merit Financial Group LLC | 17,582 | $7,475 | 03/31/2024 |
SPGI | 17,582 | $7,475 | 03/31/2024 |
Ilmarinen Mutual Pension Insurance Co | 16,964 | $7,473 | 12/31/2023 |
SPGI | 16,964 | $7,473 | 12/31/2023 |
West Coast Financial LLC | 17,427 | $7,414 | 03/31/2024 |
SPGI | 17,427 | $7,414 | 03/31/2024 |
Sompo Asset Management Co. Ltd. | 16,723 | $7,367 | 12/31/2023 |
SPGI | 16,723 | $7,367 | 12/31/2023 |
Janney Capital Management LLC | 17,060 | $7,258 | 03/31/2024 |
SPGI | 17,060 | $7,258 | 03/31/2024 |
Court Place Advisors LLC | 17,016 | $7,240 | 03/31/2024 |
SPGI | 17,016 | $7,240 | 03/31/2024 |
Marks Group Wealth Management Inc | 16,908 | $7,194 | 03/31/2024 |
SPGI | 16,908 | $7,194 | 03/31/2024 |
Tikehau Investment Management | 16,220 | $7,145 | 12/31/2023 |
SPGI | 16,220 | $7,145 | 12/31/2023 |
Makena Capital Management LLC | 15,807 | $6,963 | 12/31/2023 |
SPGI | 15,807 | $6,963 | 12/31/2023 |
New Mexico Educational Retirement Board | 16,286 | $6,929 | 03/31/2024 |
SPGI | 16,286 | $6,929 | 03/31/2024 |
Buffington Mohr McNeal | 16,017 | $6,815 | 03/31/2024 |
SPGI | 16,017 | $6,815 | 03/31/2024 |
Birch Capital Management LLC | 16,013 | $6,813 | 03/31/2024 |
SPGI | 16,013 | $6,813 | 03/31/2024 |
Varma Mutual Pension Insurance Co | 15,300 | $6,740 | 12/31/2023 |
SPGI | 15,300 | $6,740 | 12/31/2023 |
Hennion & Walsh Asset Management Inc. | 15,703 | $6,681 | 03/31/2024 |
SPGI | 15,703 | $6,681 | 03/31/2024 |
K.J. Harrison & Partners Inc | 15,653 | $6,660 | 03/31/2024 |
SPGI | 15,653 | $6,660 | 03/31/2024 |
Vantage Investment Partners LLC | 15,631 | $6,650 | 03/31/2024 |
SPGI | 15,631 | $6,650 | 03/31/2024 |
Bell Asset Management Ltd | 14,966 | $6,593 | 12/31/2023 |
SPGI | 14,966 | $6,593 | 12/31/2023 |
Townsquare Capital LLC | 14,910 | $6,568 | 12/31/2023 |
SPGI | 14,910 | $6,568 | 12/31/2023 |
Dixon Mitchell Investment Counsel Inc. | 15,220 | $6,475 | 03/31/2024 |
SPGI | 15,220 | $6,475 | 03/31/2024 |
Ameritas Investment Partners Inc. | 14,658 | $6,457 | 12/31/2023 |
SPGI | 14,658 | $6,457 | 12/31/2023 |
Ossiam | 14,643 | $6,451 | 12/31/2023 |
SPGI | 14,643 | $6,451 | 12/31/2023 |
IMC Chicago LLC | $6,382 | 03/31/2024 | |
Call | 38,500 | $16,380 | 03/31/2024 |
Put | 23,500 | $9,998 | 03/31/2024 |
Taikang Asset Management Hong Kong Co Ltd | 14,446 | $6,364 | 12/31/2023 |
SPGI | 14,446 | $6,364 | 12/31/2023 |
Nemes Rush Group LLC | 14,287 | $6,294 | 12/31/2023 |
SPGI | 14,287 | $6,294 | 12/31/2023 |
Toroso Investments LLC | 14,205 | $6,258 | 12/31/2023 |
SPGI | 14,205 | $6,258 | 12/31/2023 |
Lombard Odier Asset Management Switzerland SA | 14,152 | $6,234 | 12/31/2023 |
SPGI | 14,152 | $6,234 | 12/31/2023 |
First National Trust Co | 14,594 | $6,209 | 03/31/2024 |
SPGI | 14,594 | $6,209 | 03/31/2024 |
Thrivent Financial for Lutherans | 14,072 | $6,199 | 12/31/2023 |
SPGI | 14,072 | $6,199 | 12/31/2023 |
Ashton Thomas Private Wealth LLC | 14,538 | $6,185 | 03/31/2024 |
SPGI | 14,538 | $6,185 | 03/31/2024 |
Fullerton Fund Management Co Ltd. | 13,897 | $6,122 | 12/31/2023 |
SPGI | 13,897 | $6,122 | 12/31/2023 |
Bancreek Capital Management LP | 14,352 | $6,106 | 03/31/2024 |
SPGI | 14,352 | $6,106 | 03/31/2024 |
Financial & Tax Architects LLC | 13,808 | $6,083 | 12/31/2023 |
SPGI | 13,808 | $6,083 | 12/31/2023 |
Colonial Trust Advisors | 13,767 | $6,064 | 12/31/2023 |
SPGI | 13,767 | $6,064 | 12/31/2023 |
Whitford Management LLC | 13,579 | $5,982 | 12/31/2023 |
SPGI | 13,579 | $5,982 | 12/31/2023 |
Lighthouse Investment Partners LLC | 13,449 | $5,925 | 12/31/2023 |
SPGI | 13,449 | $5,925 | 12/31/2023 |
First Western Trust Bank | 13,335 | $5,874 | 12/31/2023 |
SPGI | 13,335 | $5,874 | 12/31/2023 |
Camden National Bank | 13,794 | $5,869 | 03/31/2024 |
SPGI | 13,794 | $5,869 | 03/31/2024 |
Harbor Advisors LLC | 13,667 | $5,815 | 03/31/2024 |
SPGI | 13,667 | $5,815 | 03/31/2024 |
First National Bank of Mount Dora Trust Investment Services | 13,666 | $5,814 | 03/31/2024 |
SPGI | 13,666 | $5,814 | 03/31/2024 |
Metropolitan Life Insurance Co NY | 13,189 | $5,810 | 12/31/2023 |
SPGI | 13,189 | $5,810 | 12/31/2023 |
Wetherby Asset Management Inc. | 13,172 | $5,803 | 12/31/2023 |
SPGI | 13,172 | $5,803 | 12/31/2023 |
Everence Capital Management Inc. | 13,164 | $5,799 | 12/31/2023 |
SPGI | 13,164 | $5,799 | 12/31/2023 |
Crestline Management LP | 13,148 | $5,792 | 12/31/2023 |
SPGI | 13,148 | $5,792 | 12/31/2023 |
Massmutual Trust Co. FSB ADV | 13,532 | $5,757 | 03/31/2024 |
SPGI | 13,532 | $5,757 | 03/31/2024 |
Mizuho Markets Americas LLC | 12,995 | $5,725 | 12/31/2023 |
SPGI | 12,995 | $5,725 | 12/31/2023 |
Ieq Capital LLC | 12,977 | $5,717 | 12/31/2023 |
SPGI | 12,977 | $5,717 | 12/31/2023 |
Kestra Private Wealth Services LLC | 13,398 | $5,700 | 03/31/2024 |
SPGI | 13,398 | $5,700 | 03/31/2024 |
Jupiter Asset Management Ltd. | 12,849 | $5,660 | 12/31/2023 |
SPGI | 12,849 | $5,660 | 12/31/2023 |
E. Ohman J or Asset Management AB | 12,800 | $5,639 | 12/31/2023 |
SPGI | 12,800 | $5,639 | 12/31/2023 |
GHE LLC | 13,242 | $5,634 | 03/31/2024 |
SPGI | 13,242 | $5,634 | 03/31/2024 |
Clear Harbor Asset Management LLC | 12,767 | $5,624 | 12/31/2023 |
SPGI | 12,767 | $5,624 | 12/31/2023 |
Sentinel Trust Co. LBA | 12,729 | $5,607 | 12/31/2023 |
SPGI | 12,729 | $5,607 | 12/31/2023 |
Miracle Mile Advisors LLC | 13,108 | $5,577 | 03/31/2024 |
SPGI | 13,108 | $5,577 | 03/31/2024 |
Fragasso Group Inc. | 12,877 | $5,479 | 03/31/2024 |
SPGI | 12,877 | $5,479 | 03/31/2024 |
Highland Capital Management LLC | 12,417 | $5,470 | 12/31/2023 |
SPGI | 12,417 | $5,470 | 12/31/2023 |
KCM Investment Advisors LLC | 12,403 | $5,464 | 12/31/2023 |
SPGI | 12,403 | $5,464 | 12/31/2023 |
First Merchants Corp | 12,831 | $5,459 | 03/31/2024 |
SPGI | 12,831 | $5,459 | 03/31/2024 |
Evoke Wealth LLC | 12,346 | $5,439 | 12/31/2023 |
SPGI | 12,346 | $5,439 | 12/31/2023 |
Independent Advisor Alliance | 12,335 | $5,434 | 12/31/2023 |
SPGI | 12,335 | $5,434 | 12/31/2023 |
Knollwood Investment Advisory LLC | 12,305 | $5,421 | 12/31/2023 |
SPGI | 12,305 | $5,421 | 12/31/2023 |
Waverton Investment Management Ltd | 12,245 | $5,396 | 12/31/2023 |
SPGI | 12,245 | $5,396 | 12/31/2023 |
Choate Investment Advisors | 12,201 | $5,375 | 12/31/2023 |
SPGI | 12,201 | $5,375 | 12/31/2023 |
Kerrisdale Advisers LLC | 12,141 | $5,348 | 12/31/2023 |
SPGI | 12,141 | $5,348 | 12/31/2023 |
Candlestick Capital Management LP | 12,000 | $5,286 | 12/31/2023 |
SPGI | 12,000 | $5,286 | 12/31/2023 |
American National Bank & Trust Co. VA | 12,324 | $5,243 | 03/31/2024 |
SPGI | 12,324 | $5,243 | 03/31/2024 |
SS&H Financial Advisors Inc. | 11,887 | $5,236 | 12/31/2023 |
SPGI | 11,887 | $5,236 | 12/31/2023 |
Park Avenue Securities LLC | 12,069 | $5,135 | 03/31/2024 |
SPGI | 12,069 | $5,135 | 03/31/2024 |
Scholtz & Company LLC | 11,604 | $5,112 | 12/31/2023 |
SPGI | 11,604 | $5,112 | 12/31/2023 |
GHP Investment Advisors Inc. | 11,983 | $5,098 | 03/31/2024 |
SPGI | 11,983 | $5,098 | 03/31/2024 |
Cape Cod Five Cents Savings Bank | 11,565 | $5,095 | 12/31/2023 |
SPGI | 11,565 | $5,095 | 12/31/2023 |
Mount Capital Ltd | 11,550 | $5,088 | 12/31/2023 |
SPGI | 11,550 | $5,088 | 12/31/2023 |
BTC Capital Management Inc. | 11,953 | $5,085 | 03/31/2024 |
SPGI | 11,953 | $5,085 | 03/31/2024 |
Amica Mutual Insurance Co. | 11,543 | $5,085 | 12/31/2023 |
SPGI | 11,543 | $5,085 | 12/31/2023 |
Kentucky Retirement Systems Insurance Trust Fund | 11,543 | $5,085 | 12/31/2023 |
SPGI | 11,543 | $5,085 | 12/31/2023 |
Beacon Pointe Advisors LLC | 11,517 | $5,074 | 12/31/2023 |
SPGI | 11,517 | $5,074 | 12/31/2023 |
Atria Wealth Solutions Inc. | 11,392 | $5,018 | 12/31/2023 |
SPGI | 11,392 | $5,018 | 12/31/2023 |
Interval Partners LP | $5,007 | 12/31/2023 | |
SPGI | 26,367 | $11,615 | 12/31/2023 |
Put | 150 | $6,608 | 12/31/2023 |
Vinva Investment Management Ltd | 11,318 | $5,001 | 12/31/2023 |
SPGI | 11,318 | $5,001 | 12/31/2023 |
Kestra Advisory Services LLC | 11,302 | $4,979 | 12/31/2023 |
SPGI | 11,302 | $4,979 | 12/31/2023 |
Neville Rodie & Shaw Inc. | 11,406 | $4,853 | 03/31/2024 |
SPGI | 11,406 | $4,853 | 03/31/2024 |
Bluegrass Capital Partners LP | 11,000 | $4,846 | 12/31/2023 |
SPGI | 11,000 | $4,846 | 12/31/2023 |
Banque Cantonale Vaudoise | 11,343 | $4,825 | 03/31/2024 |
SPGI | 11,343 | $4,825 | 03/31/2024 |
Chesley Taft & Associates LLC | 11,235 | $4,780 | 03/31/2024 |
SPGI | 11,235 | $4,780 | 03/31/2024 |
Pitcairn Co. | 10,819 | $4,766 | 12/31/2023 |
SPGI | 10,819 | $4,766 | 12/31/2023 |
PFG Advisors | 10,819 | $4,766 | 12/31/2023 |
SPGI | 10,819 | $4,766 | 12/31/2023 |
EFG Asset Management Americas Corp. | 11,189 | $4,760 | 03/31/2024 |
SPGI | 11,189 | $4,760 | 03/31/2024 |
Freemont Management S.A. | 10,800 | $4,758 | 12/31/2023 |
SPGI | 10,800 | $4,758 | 12/31/2023 |
Duncker Streett & Co. Inc. | 11,100 | $4,722 | 03/31/2024 |
SPGI | 11,100 | $4,722 | 03/31/2024 |
Financial Counselors Inc. | 11,091 | $4,719 | 03/31/2024 |
SPGI | 11,091 | $4,719 | 03/31/2024 |
Chartwell Investment Partners LLC | 10,613 | $4,675 | 12/31/2023 |
SPGI | 10,613 | $4,675 | 12/31/2023 |
Banco Santander S.A. | 10,582 | $4,662 | 12/31/2023 |
SPGI | 10,582 | $4,662 | 12/31/2023 |
Blue Zone Wealth Advisors LLC | 10,888 | $4,632 | 03/31/2024 |
SPGI | 10,888 | $4,632 | 03/31/2024 |
WS Portfolio Advisory LLC | 10,864 | $4,622 | 03/31/2024 |
SPGI | 10,864 | $4,622 | 03/31/2024 |
Aperture Investors LLC | 10,491 | $4,621 | 12/31/2023 |
SPGI | 10,491 | $4,621 | 12/31/2023 |
Ostrum Asset Management | 10,472 | $4,613 | 12/31/2023 |
SPGI | 10,472 | $4,613 | 12/31/2023 |
Empirical Finance LLC | 10,826 | $4,606 | 03/31/2024 |
SPGI | 10,826 | $4,606 | 03/31/2024 |
Freestone Capital Holdings LLC | 10,403 | $4,583 | 12/31/2023 |
SPGI | 10,403 | $4,583 | 12/31/2023 |
Alerus Financial NA | 10,388 | $4,576 | 12/31/2023 |
SPGI | 10,388 | $4,576 | 12/31/2023 |
UNIVEST FINANCIAL Corp | 10,306 | $4,540 | 12/31/2023 |
SPGI | 10,306 | $4,540 | 12/31/2023 |
Northwestern Mutual Investment Management Company LLC | 10,254 | $4,517 | 12/31/2023 |
SPGI | 10,254 | $4,517 | 12/31/2023 |
LGT Group Foundation | 10,156 | $4,487 | 12/31/2023 |
SPGI | 10,156 | $4,487 | 12/31/2023 |
Litman Gregory Asset Management LLC | 10,514 | $4,473 | 03/31/2024 |
SPGI | 10,514 | $4,473 | 03/31/2024 |
GWM Advisors LLC | 10,119 | $4,471 | 12/31/2023 |
SPGI | 10,119 | $4,471 | 12/31/2023 |
Synovus Financial Corp | 10,122 | $4,459 | 12/31/2023 |
SPGI | 10,122 | $4,459 | 12/31/2023 |
Longbow Finance SA | 10,475 | $4,457 | 03/31/2024 |
SPGI | 10,475 | $4,457 | 03/31/2024 |
Desjardins Global Asset Management Inc. | 10,112 | $4,455 | 12/31/2023 |
SPGI | 10,112 | $4,455 | 12/31/2023 |
Cloverfields Capital Group LP | 10,073 | $4,437 | 12/31/2023 |
SPGI | 10,073 | $4,437 | 12/31/2023 |
Sandy Spring Bank | 10,013 | $4,411 | 12/31/2023 |
SPGI | 10,013 | $4,411 | 12/31/2023 |
Stephens Inc. AR | 9,988 | $4,400 | 12/31/2023 |
SPGI | 9,988 | $4,400 | 12/31/2023 |
Quantinno Capital Management LP | 9,973 | $4,394 | 12/31/2023 |
SPGI | 9,973 | $4,394 | 12/31/2023 |
Advisory Services Network LLC | 10,223 | $4,350 | 03/31/2024 |
SPGI | 10,223 | $4,350 | 03/31/2024 |
Assetmark Inc. | 9,811 | $4,322 | 12/31/2023 |
SPGI | 9,811 | $4,322 | 12/31/2023 |
RBA Wealth Management LLC | 10,136 | $4,312 | 03/31/2024 |
SPGI | 10,136 | $4,312 | 03/31/2024 |
Meridian Wealth Advisors LLC | 9,692 | $4,270 | 12/31/2023 |
SPGI | 9,692 | $4,270 | 12/31/2023 |
Zions Bancorporation N.A. | 9,664 | $4,257 | 12/31/2023 |
SPGI | 9,664 | $4,257 | 12/31/2023 |
Diligent Investors LLC | 9,979 | $4,246 | 03/31/2024 |
SPGI | 9,979 | $4,246 | 03/31/2024 |
BlueMar Capital Management LLC | 9,514 | $4,191 | 12/31/2023 |
SPGI | 9,514 | $4,191 | 12/31/2023 |
Cannell Peter B & Co. Inc. | 9,497 | $4,184 | 12/31/2023 |
SPGI | 9,497 | $4,184 | 12/31/2023 |
Stock Yards Bank & Trust Co. | 9,724 | $4,137 | 03/31/2024 |
SPGI | 9,724 | $4,137 | 03/31/2024 |
Cubist Systematic Strategies LLC | $4,088 | 12/31/2023 | |
Call | 9,600 | $4,229 | 12/31/2023 |
Put | 4,700 | $2,070 | 12/31/2023 |
SPGI | 4,378 | $1,929 | 12/31/2023 |
Credit Agricole S A | 9,265 | $4,081 | 12/31/2023 |
SPGI | 9,265 | $4,081 | 12/31/2023 |
Tower Bridge Advisors | 9,586 | $4,079 | 03/31/2024 |
SPGI | 9,586 | $4,079 | 03/31/2024 |
Reliant Investment Management LLC | 9,563 | $4,069 | 03/31/2024 |
SPGI | 9,563 | $4,069 | 03/31/2024 |
Pacific Global Investment Management CO | 9,218 | $4,061 | 12/31/2023 |
SPGI | 9,218 | $4,061 | 12/31/2023 |
Pine Valley Investments Ltd Liability Co | 9,161 | $4,036 | 12/31/2023 |
SPGI | 9,161 | $4,036 | 12/31/2023 |
Raymond James Trust N.A. | 9,458 | $4,024 | 03/31/2024 |
SPGI | 9,458 | $4,024 | 03/31/2024 |
Taylor Hoffman Wealth Management | 9,119 | $4,017 | 12/31/2023 |
SPGI | 9,119 | $4,017 | 12/31/2023 |
Fortis Capital Management LLC | 9,409 | $4,003 | 03/31/2024 |
SPGI | 9,409 | $4,003 | 03/31/2024 |
Meyer Handelman Co. | 9,400 | $3,999 | 03/31/2024 |
SPGI | 9,400 | $3,999 | 03/31/2024 |
Private Wealth Partners LLC | 9,062 | $3,992 | 12/31/2023 |
SPGI | 9,062 | $3,992 | 12/31/2023 |
Qsemble Capital Management LP | 8,985 | $3,958 | 12/31/2023 |
SPGI | 8,985 | $3,958 | 12/31/2023 |
Siemens Fonds Invest GmbH | 8,838 | $3,893 | 12/31/2023 |
SPGI | 8,838 | $3,893 | 12/31/2023 |
Baldwin Investment Management LLC | 8,769 | $3,863 | 12/31/2023 |
SPGI | 8,769 | $3,863 | 12/31/2023 |
Avantax Advisory Services Inc. | 8,618 | $3,796 | 12/31/2023 |
SPGI | 8,618 | $3,796 | 12/31/2023 |
NovaPoint Capital LLC | 8,892 | $3,783 | 03/31/2024 |
SPGI | 8,892 | $3,783 | 03/31/2024 |
Concurrent Investment Advisors LLC | 8,553 | $3,768 | 12/31/2023 |
SPGI | 8,553 | $3,768 | 12/31/2023 |
Scotia Capital Inc. | 8,477 | $3,734 | 12/31/2023 |
SPGI | 8,477 | $3,734 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 8,454 | $3,724 | 12/31/2023 |
SPGI | 8,454 | $3,724 | 12/31/2023 |
Meitav Dash Investments Ltd. | 8,734 | $3,716 | 03/31/2024 |
SPGI | 8,734 | $3,716 | 03/31/2024 |
FJ Investments LLC | 8,400 | $3,700 | 12/31/2023 |
SPGI | 8,400 | $3,700 | 12/31/2023 |
Cutler Investment Counsel LLC | 8,694 | $3,699 | 03/31/2024 |
SPGI | 8,694 | $3,699 | 03/31/2024 |
Impax Asset Management Group plc | 8,684 | $3,695 | 03/31/2024 |
SPGI | 8,684 | $3,695 | 03/31/2024 |
First Hawaiian Bank | 8,567 | $3,645 | 03/31/2024 |
SPGI | 8,567 | $3,645 | 03/31/2024 |
Stratos Wealth Partners LTD. | 8,532 | $3,630 | 03/31/2024 |
SPGI | 8,532 | $3,630 | 03/31/2024 |
Bright Rock Capital Management LLC | 8,500 | $3,616 | 03/31/2024 |
SPGI | 8,500 | $3,616 | 03/31/2024 |
Tokio Marine Asset Management Co. Ltd. | 8,494 | $3,614 | 03/31/2024 |
SPGI | 8,494 | $3,614 | 03/31/2024 |
CENTRAL TRUST Co | 8,439 | $3,590 | 03/31/2024 |
SPGI | 8,439 | $3,590 | 03/31/2024 |
Silvercrest Asset Management Group LLC | 8,146 | $3,588 | 12/31/2023 |
SPGI | 8,146 | $3,588 | 12/31/2023 |
Coronation Fund Managers Ltd. | 8,413 | $3,579 | 03/31/2024 |
SPGI | 8,413 | $3,579 | 03/31/2024 |
Illinois Municipal Retirement Fund | 8,044 | $3,544 | 12/31/2023 |
SPGI | 8,044 | $3,544 | 12/31/2023 |
Northcape Capital Pty Ltd | 8,325 | $3,542 | 03/31/2024 |
SPGI | 8,325 | $3,542 | 03/31/2024 |
Graham Capital Management L.P. | 8,000 | $3,524 | 12/31/2023 |
SPGI | 8,000 | $3,524 | 12/31/2023 |
Wills Financial Group Inc. | 7,936 | $3,496 | 12/31/2023 |
SPGI | 7,936 | $3,496 | 12/31/2023 |
Twin Capital Management Inc. | 7,883 | $3,473 | 12/31/2023 |
SPGI | 7,883 | $3,473 | 12/31/2023 |
Factorial Partners LLC | 7,800 | $3,436 | 12/31/2023 |
SPGI | 7,800 | $3,436 | 12/31/2023 |
Worldquant Millennium Advisors LLC | 7,702 | $3,393 | 12/31/2023 |
SPGI | 7,702 | $3,393 | 12/31/2023 |
Veriti Management LLC | 7,938 | $3,377 | 03/31/2024 |
SPGI | 7,938 | $3,377 | 03/31/2024 |
Pettee Investors Inc. | 7,634 | $3,363 | 12/31/2023 |
SPGI | 7,634 | $3,363 | 12/31/2023 |
Investment Management Corp of Ontario | 7,564 | $3,332 | 12/31/2023 |
SPGI | 7,564 | $3,332 | 12/31/2023 |
Van ECK Associates Corp | 7,823 | $3,328 | 03/31/2024 |
SPGI | 7,823 | $3,328 | 03/31/2024 |
Hilltop Holdings Inc. | 7,552 | $3,327 | 12/31/2023 |
SPGI | 7,552 | $3,327 | 12/31/2023 |
UMB Bank N A MO | 7,817 | $3,326 | 03/31/2024 |
SPGI | 7,817 | $3,326 | 03/31/2024 |
Rockline Wealth Management LLC | 7,762 | $3,302 | 03/31/2024 |
SPGI | 7,762 | $3,302 | 03/31/2024 |
Invera Wealth Advisors LLC | 7,983 | $3,300 | 03/31/2024 |
SPGI | 7,983 | $3,300 | 03/31/2024 |
Linden Thomas Advisory Services LLC | 7,753 | $3,299 | 03/31/2024 |
SPGI | 7,753 | $3,299 | 03/31/2024 |
Kampmann Melissa S. | 7,487 | $3,298 | 12/31/2023 |
SPGI | 7,487 | $3,298 | 12/31/2023 |
Brady Family Wealth LLC | 7,468 | $3,290 | 12/31/2023 |
SPGI | 7,468 | $3,290 | 12/31/2023 |
Andra AP fonden | 7,412 | $3,265 | 12/31/2023 |
SPGI | 7,412 | $3,265 | 12/31/2023 |
Williams Jones Wealth Management LLC. | 7,386 | $3,254 | 12/31/2023 |
SPGI | 7,386 | $3,254 | 12/31/2023 |
Itau Unibanco Holding S.A. | 7,310 | $3,230 | 12/31/2023 |
SPGI | 7,310 | $3,230 | 12/31/2023 |
Altfest L J & Co. Inc. | 7,562 | $3,217 | 03/31/2024 |
SPGI | 7,562 | $3,217 | 03/31/2024 |
SRS Capital Advisors Inc. | 7,288 | $3,210 | 12/31/2023 |
SPGI | 7,288 | $3,210 | 12/31/2023 |
Ninety One SA PTY Ltd | 7,506 | $3,191 | 03/31/2024 |
SPGI | 7,506 | $3,191 | 03/31/2024 |
Clearstead Advisors LLC | 7,219 | $3,180 | 12/31/2023 |
SPGI | 7,219 | $3,180 | 12/31/2023 |
Shelton Capital Management | 7,217 | $3,179 | 12/31/2023 |
SPGI | 7,217 | $3,179 | 12/31/2023 |
Boston Financial Mangement LLC | 7,217 | $3,179 | 12/31/2023 |
SPGI | 7,217 | $3,179 | 12/31/2023 |
Settian Capital LP | 7,422 | $3,158 | 03/31/2024 |
SPGI | 7,422 | $3,158 | 03/31/2024 |
Tocqueville Asset Management L.P. | 7,099 | $3,127 | 12/31/2023 |
SPGI | 7,099 | $3,127 | 12/31/2023 |
Krueger & Catalano Capital Partners LLC | 7,315 | $3,112 | 03/31/2024 |
SPGI | 7,315 | $3,112 | 03/31/2024 |
AIA Group Ltd | 7,241 | $3,081 | 03/31/2024 |
SPGI | 7,241 | $3,081 | 03/31/2024 |
Brasada Capital Management LP | 6,905 | $3,042 | 12/31/2023 |
SPGI | 6,905 | $3,042 | 12/31/2023 |
V Square Quantitative Management LLC | 7,147 | $3,041 | 03/31/2024 |
SPGI | 7,147 | $3,041 | 03/31/2024 |
Vestcor Inc | 6,880 | $3,031 | 12/31/2023 |
SPGI | 6,880 | $3,031 | 12/31/2023 |
Bank of Hawaii | 6,877 | $3,029 | 12/31/2023 |
SPGI | 6,877 | $3,029 | 12/31/2023 |
Morton Community Bank | 7,099 | $3,020 | 03/31/2024 |
SPGI | 7,099 | $3,020 | 03/31/2024 |
Certified Advisory Corp | 6,855 | $3,020 | 12/31/2023 |
SPGI | 6,855 | $3,020 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 7,082 | $3,013 | 03/31/2024 |
SPGI | 7,082 | $3,013 | 03/31/2024 |
CFS Investment Advisory Services LLC | 6,814 | $3,002 | 12/31/2023 |
SPGI | 6,814 | $3,002 | 12/31/2023 |
Arlington Partners LLC | 7,015 | $2,985 | 03/31/2024 |
SPGI | 7,015 | $2,985 | 03/31/2024 |
Adviser Investments LLC | 7,016 | $2,985 | 03/31/2024 |
SPGI | 7,016 | $2,985 | 03/31/2024 |
Virtu Financial LLC | 6,769 | $2,982 | 12/31/2023 |
SPGI | 6,769 | $2,982 | 12/31/2023 |
Signaturefd LLC | 7,006 | $2,981 | 03/31/2024 |
SPGI | 7,006 | $2,981 | 03/31/2024 |
Wellington Shields & Co. LLC | 7,000 | $2,978 | 03/31/2024 |
SPGI | 7,000 | $2,978 | 03/31/2024 |
Horizon Investments LLC | 6,734 | $2,966 | 12/31/2023 |
SPGI | 6,734 | $2,966 | 12/31/2023 |
Fortress Wealth Management Inc. | 6,965 | $2,963 | 03/31/2024 |
SPGI | 6,965 | $2,963 | 03/31/2024 |
CAPROCK Group Inc. | 6,955 | $2,959 | 03/31/2024 |
SPGI | 6,955 | $2,959 | 03/31/2024 |
HRT Financial LP | 6,712 | $2,956 | 12/31/2023 |
SPGI | 6,712 | $2,956 | 12/31/2023 |
Herold Advisors Inc. | 6,590 | $2,903 | 12/31/2023 |
SPGI | 6,590 | $2,903 | 12/31/2023 |
Hills Bank & Trust Co | 6,544 | $2,883 | 12/31/2023 |
SPGI | 6,544 | $2,883 | 12/31/2023 |
Nomura Holdings Inc. | 6,528 | $2,876 | 12/31/2023 |
SPGI | 6,528 | $2,876 | 12/31/2023 |
Kesler Norman & Wride LLC | 6,751 | $2,874 | 03/31/2024 |
SPGI | 6,751 | $2,874 | 03/31/2024 |
Windmill Hill Asset Management Ltd | 6,711 | $2,855 | 03/31/2024 |
SPGI | 6,711 | $2,855 | 03/31/2024 |
Wolverine Trading LLC | $2,813 | 12/31/2023 | |
Call | 27,200 | $11,982 | 12/31/2023 |
Put | 22,200 | $9,780 | 12/31/2023 |
SPGI | 1,387 | $611 | 12/31/2023 |
Fisher Asset Management LLC | 6,383 | $2,812 | 12/31/2023 |
SPGI | 6,383 | $2,812 | 12/31/2023 |
Bleakley Financial Group LLC | 6,383 | $2,812 | 12/31/2023 |
SPGI | 6,383 | $2,812 | 12/31/2023 |
Legacy Financial Strategies LLC | 6,606 | $2,810 | 03/31/2024 |
SPGI | 6,606 | $2,810 | 03/31/2024 |
GAM Holding AG | 6,376 | $2,809 | 12/31/2023 |
SPGI | 6,376 | $2,809 | 12/31/2023 |
Sawtooth Solutions LLC | 6,366 | $2,804 | 12/31/2023 |
SPGI | 6,366 | $2,804 | 12/31/2023 |
Chilton Investment Co. LLC | 6,297 | $2,774 | 12/31/2023 |
SPGI | 6,297 | $2,774 | 12/31/2023 |
Olstein Capital Management L.P. | 6,500 | $2,765 | 03/31/2024 |
SPGI | 6,500 | $2,765 | 03/31/2024 |
Clifford Swan Investment Counsel LLC | 6,486 | $2,759 | 03/31/2024 |
SPGI | 6,486 | $2,759 | 03/31/2024 |
Simplicity Wealth LLC | 6,479 | $2,756 | 03/31/2024 |
SPGI | 6,479 | $2,756 | 03/31/2024 |
First Foundation Advisors | 6,244 | $2,751 | 12/31/2023 |
SPGI | 6,244 | $2,751 | 12/31/2023 |
Coldstream Capital Management Inc. | 6,220 | $2,740 | 12/31/2023 |
SPGI | 6,220 | $2,740 | 12/31/2023 |
Azzad Asset Management Inc. ADV | 6,409 | $2,727 | 03/31/2024 |
SPGI | 6,409 | $2,727 | 03/31/2024 |
Ceera Investments LLC | 6,141 | $2,705 | 12/31/2023 |
SPGI | 6,141 | $2,705 | 12/31/2023 |
Cypress Capital Group | 6,125 | $2,698 | 12/31/2023 |
SPGI | 6,125 | $2,698 | 12/31/2023 |
Paradigm Financial Partners LLC | 6,049 | $2,665 | 12/31/2023 |
SPGI | 6,049 | $2,665 | 12/31/2023 |
Spears Abacus Advisors LLC | 6,035 | $2,659 | 12/31/2023 |
SPGI | 6,035 | $2,659 | 12/31/2023 |
Ritholtz Wealth Management | 6,246 | $2,657 | 03/31/2024 |
SPGI | 6,246 | $2,657 | 03/31/2024 |
Trust Co. of Vermont | 6,172 | $2,626 | 03/31/2024 |
SPGI | 6,172 | $2,626 | 03/31/2024 |
Intrust Bank NA | 5,942 | $2,618 | 12/31/2023 |
SPGI | 5,942 | $2,618 | 12/31/2023 |
Lindsell Train Ltd | 5,900 | $2,600 | 12/31/2023 |
SPGI | 5,900 | $2,600 | 12/31/2023 |
Peterson Financial Group Inc. | 6,064 | $2,580 | 03/31/2024 |
SPGI | 6,064 | $2,580 | 03/31/2024 |
Regents of The University of California | 6,000 | $2,553 | 03/31/2024 |
SPGI | 6,000 | $2,553 | 03/31/2024 |
Private Advisor Group LLC | 5,997 | $2,551 | 03/31/2024 |
SPGI | 5,997 | $2,551 | 03/31/2024 |
Texas Yale Capital Corp. | 5,771 | $2,542 | 12/31/2023 |
SPGI | 5,771 | $2,542 | 12/31/2023 |
Harbor Capital Advisors Inc. | 5,750 | $2,533 | 12/31/2023 |
SPGI | 5,750 | $2,533 | 12/31/2023 |
Delta Investment Management LLC | 5,750 | $2,533 | 12/31/2023 |
SPGI | 5,750 | $2,533 | 12/31/2023 |
Okabena Investment Services Inc. | 5,687 | $2,505 | 12/31/2023 |
SPGI | 5,687 | $2,505 | 12/31/2023 |
Sterling Investment Management Inc. | 5,874 | $2,499 | 03/31/2024 |
SPGI | 5,874 | $2,499 | 03/31/2024 |
B.O.S.S. Retirement Advisors LLC | 5,622 | $2,477 | 03/31/2024 |
SPGI | 5,622 | $2,477 | 03/31/2024 |
Centaurus Financial Inc. | 5,564 | $2,451 | 12/31/2023 |
SPGI | 5,564 | $2,451 | 12/31/2023 |
Sustainable Insight Capital Management LLC | 5,554 | $2,447 | 12/31/2023 |
SPGI | 5,554 | $2,447 | 12/31/2023 |
Mather Group LLC. | 5,553 | $2,446 | 03/31/2024 |
SPGI | 5,553 | $2,446 | 03/31/2024 |
WealthPLAN Partners LLC | 5,546 | $2,443 | 12/31/2023 |
SPGI | 5,546 | $2,443 | 12/31/2023 |
Consolidated Planning Corp | 5,669 | $2,412 | 03/31/2024 |
SPGI | 5,669 | $2,412 | 03/31/2024 |
DoubleLine ETF Adviser LP | 5,451 | $2,401 | 12/31/2023 |
SPGI | 5,451 | $2,401 | 12/31/2023 |
Montag A & Associates Inc. | 5,419 | $2,387 | 12/31/2023 |
SPGI | 5,419 | $2,387 | 12/31/2023 |
Central Pacific Bank Trust Division | 5,587 | $2,386 | 03/31/2024 |
SPGI | 5,587 | $2,386 | 03/31/2024 |
Atom Investors LP | 5,403 | $2,380 | 12/31/2023 |
SPGI | 5,403 | $2,380 | 12/31/2023 |
Dodge & Cox | 5,400 | $2,379 | 12/31/2023 |
SPGI | 5,400 | $2,379 | 12/31/2023 |
Sanibel Captiva Trust Company Inc. | 5,323 | $2,345 | 12/31/2023 |
SPGI | 5,323 | $2,345 | 12/31/2023 |
Clear Rock Advisors LLC | 5,355 | $2,345 | 12/31/2023 |
SPGI | 5,355 | $2,345 | 12/31/2023 |
Absoluto Partners Gestao de Recursos Ltda | 5,261 | $2,318 | 12/31/2023 |
SPGI | 5,261 | $2,318 | 12/31/2023 |
Kanawha Capital Management LLC | 5,439 | $2,314 | 03/31/2024 |
SPGI | 5,439 | $2,314 | 03/31/2024 |
Cohen Klingenstein LLC | 5,400 | $2,297 | 03/31/2024 |
SPGI | 5,400 | $2,297 | 03/31/2024 |
Empowered Funds LLC | 5,324 | $2,265 | 03/31/2024 |
SPGI | 5,324 | $2,265 | 03/31/2024 |
Madison Asset Management LLC | 5,122 | $2,256 | 12/31/2023 |
SPGI | 5,122 | $2,256 | 12/31/2023 |
Harrell Investment Partners LLC | 5,108 | $2,250 | 12/31/2023 |
SPGI | 5,108 | $2,250 | 12/31/2023 |
Cypress Asset Management Inc. TX | 5,095 | $2,244 | 12/31/2023 |
SPGI | 5,095 | $2,244 | 12/31/2023 |
Ascent Group LLC | 5,217 | $2,241 | 12/31/2023 |
SPGI | 5,217 | $2,241 | 12/31/2023 |
NEOS Investment Management LLC | 5,075 | $2,236 | 12/31/2023 |
SPGI | 5,075 | $2,236 | 12/31/2023 |
Ridgecrest Wealth Partners LLC | 5,145 | $2,189 | 03/31/2024 |
SPGI | 5,145 | $2,189 | 03/31/2024 |
Mmbg Investment Advisors CO. | 4,960 | $2,185 | 12/31/2023 |
SPGI | 4,960 | $2,185 | 12/31/2023 |
American Money Management LLC | 4,929 | $2,171 | 12/31/2023 |
SPGI | 4,929 | $2,171 | 12/31/2023 |
Robertson Stephens Wealth Management LLC | 4,907 | $2,162 | 12/31/2023 |
SPGI | 4,907 | $2,162 | 12/31/2023 |
WD Rutherford LLC | 5,070 | $2,157 | 03/31/2024 |
SPGI | 5,070 | $2,157 | 03/31/2024 |
IFP Advisors Inc | 4,892 | $2,155 | 12/31/2023 |
SPGI | 4,892 | $2,155 | 12/31/2023 |
Cozad Asset Management Inc. | 4,886 | $2,152 | 12/31/2023 |
SPGI | 4,886 | $2,152 | 12/31/2023 |
Waratah Capital Advisors Ltd. | 4,860 | $2,141 | 12/31/2023 |
SPGI | 4,860 | $2,141 | 12/31/2023 |
Parallel Advisors LLC | 5,030 | $2,140 | 03/31/2024 |
SPGI | 5,030 | $2,140 | 03/31/2024 |
Main Street Financial Solutions LLC | 5,028 | $2,139 | 03/31/2024 |
SPGI | 5,028 | $2,139 | 03/31/2024 |
Argus Investors Counsel Inc. | 5,009 | $2,131 | 03/31/2024 |
SPGI | 5,009 | $2,131 | 03/31/2024 |
Viking Fund Management LLC | 5,000 | $2,127 | 03/31/2024 |
SPGI | 5,000 | $2,127 | 03/31/2024 |
Ballentine Partners LLC | 4,997 | $2,126 | 03/31/2024 |
SPGI | 4,997 | $2,126 | 03/31/2024 |
WealthPlan Investment Management LLC | 4,812 | $2,120 | 12/31/2023 |
SPGI | 4,812 | $2,120 | 12/31/2023 |
Cynosure Management LLC | 4,792 | $2,111 | 12/31/2023 |
SPGI | 4,792 | $2,111 | 12/31/2023 |
Resonant Capital Advisors LLC | 4,903 | $2,086 | 03/31/2024 |
SPGI | 4,903 | $2,086 | 03/31/2024 |
Ashford Capital Management Inc. | 4,718 | $2,078 | 12/31/2023 |
SPGI | 4,718 | $2,078 | 12/31/2023 |
Cordatus Wealth Management LLC | 4,843 | $2,060 | 03/31/2024 |
SPGI | 4,843 | $2,060 | 03/31/2024 |
Team Hewins LLC | 4,837 | $2,058 | 03/31/2024 |
SPGI | 4,837 | $2,058 | 03/31/2024 |
Resources Investment Advisors LLC. | 4,655 | $2,051 | 12/31/2023 |
SPGI | 4,655 | $2,051 | 12/31/2023 |
Van Hulzen Asset Management LLC | 4,818 | $2,050 | 03/31/2024 |
SPGI | 4,818 | $2,050 | 03/31/2024 |
Bayesian Capital Management LP | 4,645 | $2,046 | 12/31/2023 |
SPGI | 4,645 | $2,046 | 12/31/2023 |
Capital Group Investment Management PTE. LTD. | 4,637 | $2,043 | 12/31/2023 |
SPGI | 4,637 | $2,043 | 12/31/2023 |
Enterprise Bank & Trust Co | 4,779 | $2,033 | 03/31/2024 |
SPGI | 4,779 | $2,033 | 03/31/2024 |
Farther Finance Advisors LLC | 4,592 | $2,023 | 12/31/2023 |
SPGI | 4,592 | $2,023 | 12/31/2023 |
Rodgers Brothers Inc. | 4,565 | $2,011 | 12/31/2023 |
SPGI | 4,565 | $2,011 | 12/31/2023 |
Great Lakes Retirement Inc. | 4,531 | $1,996 | 12/31/2023 |
SPGI | 4,531 | $1,996 | 12/31/2023 |
Vident Advisory LLC | 4,529 | $1,995 | 12/31/2023 |
SPGI | 4,529 | $1,995 | 12/31/2023 |
Lederer & Associates Investment Counsel CA | 4,683 | $1,992 | 03/31/2024 |
SPGI | 4,683 | $1,992 | 03/31/2024 |
AXS Investments LLC | 4,518 | $1,990 | 12/31/2023 |
SPGI | 4,518 | $1,990 | 12/31/2023 |
Dohj LLC | 4,668 | $1,986 | 03/31/2024 |
SPGI | 4,668 | $1,986 | 03/31/2024 |
Sequoia Financial Advisors LLC | 4,659 | $1,982 | 03/31/2024 |
SPGI | 4,659 | $1,982 | 03/31/2024 |
Jones Financial Companies Lllp | 4,481 | $1,974 | 12/31/2023 |
SPGI | 4,481 | $1,974 | 12/31/2023 |
Perigon Wealth Management LLC | 4,614 | $1,963 | 03/31/2024 |
SPGI | 4,614 | $1,963 | 03/31/2024 |
Profund Advisors LLC | 4,407 | $1,941 | 12/31/2023 |
SPGI | 4,407 | $1,941 | 12/31/2023 |
Regal Investment Advisors LLC | 4,376 | $1,928 | 12/31/2023 |
SPGI | 4,376 | $1,928 | 12/31/2023 |
Westpac Banking Corp | 4,374 | $1,927 | 12/31/2023 |
SPGI | 4,374 | $1,927 | 12/31/2023 |
Chemistry Wealth Management LLC | 4,520 | $1,923 | 03/31/2024 |
SPGI | 4,520 | $1,923 | 03/31/2024 |
National Asset Management Inc. | 4,359 | $1,920 | 12/31/2023 |
SPGI | 4,359 | $1,920 | 12/31/2023 |
Whitener Capital Management Inc. | 4,500 | $1,915 | 03/31/2024 |
SPGI | 4,500 | $1,915 | 03/31/2024 |
Chatham Capital Group Inc. | 4,480 | $1,906 | 03/31/2024 |
SPGI | 4,480 | $1,906 | 03/31/2024 |
NBT Bank N A NY | 4,453 | $1,895 | 03/31/2024 |
SPGI | 4,453 | $1,895 | 03/31/2024 |
Decatur Capital Management Inc. | 4,258 | $1,876 | 12/31/2023 |
SPGI | 4,258 | $1,876 | 12/31/2023 |
Mount Yale Investment Advisors LLC | 4,257 | $1,875 | 12/31/2023 |
SPGI | 4,257 | $1,875 | 12/31/2023 |
Legacy Wealth Asset Management LLC | 4,392 | $1,869 | 03/31/2024 |
SPGI | 4,392 | $1,869 | 03/31/2024 |
HB Wealth Management LLC | 4,393 | $1,869 | 03/31/2024 |
SPGI | 4,393 | $1,869 | 03/31/2024 |
Argent Trust Co | 4,221 | $1,859 | 12/31/2023 |
SPGI | 4,221 | $1,859 | 12/31/2023 |
Flagship Harbor Advisors LLC | 4,365 | $1,857 | 03/31/2024 |
SPGI | 4,365 | $1,857 | 03/31/2024 |
Eventide Asset Management LLC | 4,208 | $1,854 | 12/31/2023 |
SPGI | 4,208 | $1,854 | 12/31/2023 |
Gotham Asset Management LLC | 4,178 | $1,840 | 12/31/2023 |
SPGI | 4,178 | $1,840 | 12/31/2023 |
Cyndeo Wealth Partners LLC | 4,316 | $1,836 | 03/31/2024 |
SPGI | 4,316 | $1,836 | 03/31/2024 |
Blue Fin Capital Inc. | 4,164 | $1,835 | 12/31/2023 |
SPGI | 4,164 | $1,835 | 12/31/2023 |
IMS Capital Management | 4,131 | $1,820 | 12/31/2023 |
SPGI | 4,131 | $1,820 | 12/31/2023 |
Geneva Capital Management LLC | 4,266 | $1,815 | 03/31/2024 |
SPGI | 4,266 | $1,815 | 03/31/2024 |
Wedbush Securities Inc. | 4,121 | $1,815 | 12/31/2023 |
SPGI | 4,121 | $1,815 | 12/31/2023 |
Congress Asset Management Co. MA | 4,201 | $1,787 | 03/31/2024 |
SPGI | 4,201 | $1,787 | 03/31/2024 |
Comprehensive Financial Consultants Institutional Inc. | 4,199 | $1,786 | 03/31/2024 |
SPGI | 4,199 | $1,786 | 03/31/2024 |
Belpointe Asset Management LLC | 4,054 | $1,786 | 12/31/2023 |
SPGI | 4,054 | $1,786 | 12/31/2023 |
SkyView Investment Advisors LLC | 4,049 | $1,784 | 12/31/2023 |
SPGI | 4,049 | $1,784 | 12/31/2023 |
Parsons Capital Management Inc. RI | 4,173 | $1,775 | 03/31/2024 |
SPGI | 4,173 | $1,775 | 03/31/2024 |
Oppenheimer & Co. Inc. | 4,024 | $1,773 | 12/31/2023 |
SPGI | 4,024 | $1,773 | 12/31/2023 |
Excalibur Management Corp | 4,003 | $1,763 | 12/31/2023 |
SPGI | 4,003 | $1,763 | 12/31/2023 |
OV Management LLC | 4,000 | $1,762 | 12/31/2023 |
SPGI | 4,000 | $1,762 | 12/31/2023 |
Lloyd Advisory Services LLC. | 4,116 | $1,753 | 03/31/2024 |
SPGI | 4,116 | $1,753 | 03/31/2024 |
Guyasuta Investment Advisors Inc. | 3,973 | $1,750 | 03/31/2024 |
SPGI | 3,973 | $1,750 | 03/31/2024 |
Avitas Wealth Management LLC | 4,107 | $1,747 | 03/31/2024 |
SPGI | 4,107 | $1,747 | 03/31/2024 |
Roundview Capital LLC | 4,087 | $1,739 | 03/31/2024 |
SPGI | 4,087 | $1,739 | 03/31/2024 |
Buckingham Strategic Wealth LLC | 3,941 | $1,736 | 12/31/2023 |
SPGI | 3,941 | $1,736 | 12/31/2023 |
Evercore Wealth Management LLC | 3,928 | $1,730 | 12/31/2023 |
SPGI | 3,928 | $1,730 | 12/31/2023 |
Atlas Private Wealth Management | 4,063 | $1,729 | 03/31/2024 |
SPGI | 4,063 | $1,729 | 03/31/2024 |
Private Trust Co. NA | 4,062 | $1,728 | 03/31/2024 |
SPGI | 4,062 | $1,728 | 03/31/2024 |
GYL Financial Synergies LLC | 3,835 | $1,689 | 12/31/2023 |
SPGI | 3,835 | $1,689 | 12/31/2023 |
Principal Securities Inc. | 3,830 | $1,687 | 12/31/2023 |
SPGI | 3,830 | $1,687 | 12/31/2023 |
Trust Asset Management LLC | 3,825 | $1,685 | 12/31/2023 |
SPGI | 3,825 | $1,685 | 12/31/2023 |
Qtron Investments LLC | 3,824 | $1,685 | 12/31/2023 |
SPGI | 3,824 | $1,685 | 12/31/2023 |
WealthShield Partners LLC | 3,950 | $1,681 | 03/31/2024 |
SPGI | 3,950 | $1,681 | 03/31/2024 |
Meeder Advisory Services Inc. | 3,809 | $1,678 | 12/31/2023 |
SPGI | 3,809 | $1,678 | 12/31/2023 |
Hamilton Point Investment Advisors LLC | 3,800 | $1,674 | 12/31/2023 |
SPGI | 3,800 | $1,674 | 12/31/2023 |
Wealth Alliance | 3,735 | $1,645 | 12/31/2023 |
SPGI | 3,735 | $1,645 | 12/31/2023 |
Davy Global Fund Management Ltd | 3,860 | $1,642 | 03/31/2024 |
SPGI | 3,860 | $1,642 | 03/31/2024 |
Skylands Capital LLC | 3,825 | $1,627 | 03/31/2024 |
SPGI | 3,825 | $1,627 | 03/31/2024 |
SageView Advisory Group LLC | 3,573 | $1,624 | 12/31/2023 |
SPGI | 3,573 | $1,624 | 12/31/2023 |
First Bank & Trust | 3,811 | $1,621 | 03/31/2024 |
SPGI | 3,811 | $1,621 | 03/31/2024 |
Proequities Inc. | $1,618 | 03/31/2024 | |
SPGI | 3,804 | $1,618 | 03/31/2024 |
Put | 0 | $0 | 03/31/2024 |
Call | 0 | $0 | 03/31/2024 |
Benjamin Edwards Inc. | 3,775 | $1,606 | 03/31/2024 |
SPGI | 3,775 | $1,606 | 03/31/2024 |
Quadcap Wealth Management LLC | 3,644 | $1,605 | 12/31/2023 |
SPGI | 3,644 | $1,605 | 12/31/2023 |
Valeo Financial Advisors LLC | 3,876 | $1,602 | 03/31/2024 |
SPGI | 3,876 | $1,602 | 03/31/2024 |
Arden Trust Co | 3,750 | $1,595 | 03/31/2024 |
SPGI | 3,750 | $1,595 | 03/31/2024 |
Voya Financial Advisors Inc. | 3,603 | $1,592 | 12/31/2023 |
SPGI | 3,603 | $1,592 | 12/31/2023 |
Otter Creek Advisors LLC | 3,600 | $1,586 | 12/31/2023 |
SPGI | 3,600 | $1,586 | 12/31/2023 |
Strategic Wealth Partners Group LLC | 3,721 | $1,583 | 03/31/2024 |
SPGI | 3,721 | $1,583 | 03/31/2024 |
Souders Financial Advisors | 3,586 | $1,580 | 12/31/2023 |
SPGI | 3,586 | $1,580 | 12/31/2023 |
Wealthsource Partners LLC | 3,583 | $1,578 | 12/31/2023 |
SPGI | 3,583 | $1,578 | 12/31/2023 |
Cary Street Partners Investment Advisory LLC | 3,688 | $1,569 | 03/31/2024 |
SPGI | 3,688 | $1,569 | 03/31/2024 |
Schechter Investment Advisors LLC | 3,687 | $1,569 | 03/31/2024 |
SPGI | 3,687 | $1,569 | 03/31/2024 |
Beverly Hills Private Wealth LLC | 3,561 | $1,569 | 12/31/2023 |
SPGI | 3,561 | $1,569 | 12/31/2023 |
Davis R M Inc. | 3,519 | $1,550 | 12/31/2023 |
SPGI | 3,519 | $1,550 | 12/31/2023 |
Quadrant Capital Group LLC | 3,510 | $1,546 | 12/31/2023 |
SPGI | 3,510 | $1,546 | 12/31/2023 |
Mattern Wealth Management LLC | 3,510 | $1,546 | 12/31/2023 |
SPGI | 3,510 | $1,546 | 12/31/2023 |
Cullen Investment Group LTD. | 3,623 | $1,544 | 03/31/2024 |
SPGI | 3,623 | $1,544 | 03/31/2024 |
Boston Private Wealth LLC | 3,500 | $1,542 | 12/31/2023 |
SPGI | 3,500 | $1,542 | 12/31/2023 |
Peloton Wealth Strategists | 3,493 | $1,539 | 12/31/2023 |
SPGI | 3,493 | $1,539 | 12/31/2023 |
Boston Trust Walden Corp | 3,598 | $1,531 | 03/31/2024 |
SPGI | 3,598 | $1,531 | 03/31/2024 |
Transform Wealth LLC | 3,582 | $1,524 | 03/31/2024 |
SPGI | 3,582 | $1,524 | 03/31/2024 |
HBK Sorce Advisory LLC | 3,448 | $1,519 | 12/31/2023 |
SPGI | 3,448 | $1,519 | 12/31/2023 |
Reynders McVeigh Capital Management LLC | 3,435 | $1,513 | 12/31/2023 |
SPGI | 3,435 | $1,513 | 12/31/2023 |
Fort Point Capital Partners LLC | 3,413 | $1,503 | 12/31/2023 |
SPGI | 3,413 | $1,503 | 12/31/2023 |
Tealwood Asset Management Inc. | 3,519 | $1,497 | 03/31/2024 |
SPGI | 3,519 | $1,497 | 03/31/2024 |
W.H. Cornerstone Investments Inc. | 3,517 | $1,496 | 03/31/2024 |
SPGI | 3,517 | $1,496 | 03/31/2024 |
Fosun International Ltd | 3,360 | $1,480 | 12/31/2023 |
SPGI | 3,360 | $1,480 | 12/31/2023 |
Mission Wealth Management LP | 3,477 | $1,479 | 03/31/2024 |
SPGI | 3,477 | $1,479 | 03/31/2024 |
OLD National Bancorp IN | 3,472 | $1,477 | 03/31/2024 |
SPGI | 3,472 | $1,477 | 03/31/2024 |
Snider Financial Group | 3,467 | $1,475 | 03/31/2024 |
SPGI | 3,467 | $1,475 | 03/31/2024 |
BancorpSouth Bank | 3,340 | $1,471 | 12/31/2023 |
SPGI | 3,340 | $1,471 | 12/31/2023 |
HighPoint Advisor Group LLC | 3,472 | $1,453 | 12/31/2023 |
SPGI | 3,472 | $1,453 | 12/31/2023 |
Integrated Wealth Concepts LLC | 3,291 | $1,450 | 12/31/2023 |
SPGI | 3,291 | $1,450 | 12/31/2023 |
Nichols & Pratt Advisers LLP MA | 3,378 | $1,437 | 03/31/2024 |
SPGI | 3,378 | $1,437 | 03/31/2024 |
Cigna Investments Inc. New | 3,377 | $1,436 | 03/31/2024 |
SPGI | 3,377 | $1,436 | 03/31/2024 |
Anchor Investment Management LLC | 3,259 | $1,436 | 12/31/2023 |
SPGI | 3,259 | $1,436 | 12/31/2023 |
Redwood Investments LLC | 3,255 | $1,434 | 12/31/2023 |
SPGI | 3,255 | $1,434 | 12/31/2023 |
River Wealth Advisors LLC | 3,222 | $1,420 | 12/31/2023 |
SPGI | 3,222 | $1,420 | 12/31/2023 |
Guardian Capital LP | 3,215 | $1,416 | 12/31/2023 |
SPGI | 3,215 | $1,416 | 12/31/2023 |
Platform Technology Partners | 3,285 | $1,411 | 12/31/2023 |
SPGI | 3,285 | $1,411 | 12/31/2023 |
First Trust Bank Ltd. | 3,200 | $1,410 | 12/31/2023 |
SPGI | 3,200 | $1,410 | 12/31/2023 |
MAI Capital Management | 3,184 | $1,403 | 12/31/2023 |
SPGI | 3,184 | $1,403 | 12/31/2023 |
Citizens Financial Group Inc RI | 3,172 | $1,397 | 12/31/2023 |
SPGI | 3,172 | $1,397 | 12/31/2023 |
Harris Associates L P | 3,150 | $1,388 | 12/31/2023 |
SPGI | 3,150 | $1,388 | 12/31/2023 |
Savant Capital LLC | 3,247 | $1,381 | 03/31/2024 |
SPGI | 3,247 | $1,381 | 03/31/2024 |
Ellevest Inc. | 3,133 | $1,380 | 12/31/2023 |
SPGI | 3,133 | $1,380 | 12/31/2023 |
Wedmont Private Capital | 3,152 | $1,371 | 03/31/2024 |
SPGI | 3,152 | $1,371 | 03/31/2024 |
Brighton Jones LLC | 3,105 | $1,368 | 12/31/2023 |
SPGI | 3,105 | $1,368 | 12/31/2023 |
Csenge Advisory Group | 3,210 | $1,366 | 03/31/2024 |
SPGI | 3,210 | $1,366 | 03/31/2024 |
Abundance Wealth Counselors | 3,206 | $1,364 | 03/31/2024 |
SPGI | 3,206 | $1,364 | 03/31/2024 |
Bell Bank | 3,164 | $1,346 | 03/31/2024 |
SPGI | 3,164 | $1,346 | 03/31/2024 |
Summit Financial LLC | 3,163 | $1,346 | 03/31/2024 |
SPGI | 3,163 | $1,346 | 03/31/2024 |
Handelsinvest Investeringsforvaltning | 3,162 | $1,345 | 03/31/2024 |
SPGI | 3,162 | $1,345 | 03/31/2024 |
Transatlantique Private Wealth LLC | 3,100 | $1,345 | 12/31/2023 |
SPGI | 3,100 | $1,345 | 12/31/2023 |
Dorsey & Whitney Trust CO LLC | 3,047 | $1,342 | 12/31/2023 |
SPGI | 3,047 | $1,342 | 12/31/2023 |
Pinnacle Wealth Planning Services Inc. | 3,043 | $1,340 | 12/31/2023 |
SPGI | 3,043 | $1,340 | 12/31/2023 |
Nations Financial Group Inc. IA ADV | 3,131 | $1,332 | 03/31/2024 |
SPGI | 3,131 | $1,332 | 03/31/2024 |
Canandaigua National Bank & Trust Co. | 3,110 | $1,323 | 03/31/2024 |
SPGI | 3,110 | $1,323 | 03/31/2024 |
Thomasville National Bank | 3,107 | $1,322 | 03/31/2024 |
SPGI | 3,107 | $1,322 | 03/31/2024 |
Keebeck Wealth Management LLC | 2,993 | $1,318 | 12/31/2023 |
SPGI | 2,993 | $1,318 | 12/31/2023 |
Checchi Capital Advisers LLC | 3,095 | $1,317 | 03/31/2024 |
SPGI | 3,095 | $1,317 | 03/31/2024 |
Western Wealth Management LLC | 3,078 | $1,309 | 03/31/2024 |
SPGI | 3,078 | $1,309 | 03/31/2024 |
Central Valley Advisors LLC | 3,054 | $1,299 | 03/31/2024 |
SPGI | 3,054 | $1,299 | 03/31/2024 |
Harbert Fund Advisors Inc. | 2,945 | $1,297 | 12/31/2023 |
SPGI | 2,945 | $1,297 | 12/31/2023 |
Centiva Capital LP | 2,945 | $1,297 | 12/31/2023 |
SPGI | 2,945 | $1,297 | 12/31/2023 |
Penserra Capital Management LLC | 2,913 | $1,282 | 12/31/2023 |
SPGI | 2,913 | $1,282 | 12/31/2023 |
Evergreen Capital Management LLC | 2,908 | $1,281 | 12/31/2023 |
SPGI | 2,908 | $1,281 | 12/31/2023 |
GM Advisory Group Inc. | 2,909 | $1,281 | 12/31/2023 |
SPGI | 2,909 | $1,281 | 12/31/2023 |
Steel Peak Wealth Management LLC | 3,008 | $1,280 | 03/31/2024 |
SPGI | 3,008 | $1,280 | 03/31/2024 |
Balentine LLC | 2,893 | $1,275 | 12/31/2023 |
SPGI | 2,893 | $1,275 | 12/31/2023 |
Relative Value Partners Group LLC | 2,883 | $1,270 | 12/31/2023 |
SPGI | 2,883 | $1,270 | 12/31/2023 |
Trust Co. of Oklahoma | 2,964 | $1,261 | 03/31/2024 |
SPGI | 2,964 | $1,261 | 03/31/2024 |
Lee Financial Co | 2,855 | $1,258 | 12/31/2023 |
SPGI | 2,855 | $1,258 | 12/31/2023 |
Venturi Wealth Management LLC | 2,945 | $1,253 | 03/31/2024 |
SPGI | 2,945 | $1,253 | 03/31/2024 |
Geller Advisors LLC | 2,836 | $1,249 | 12/31/2023 |
SPGI | 2,836 | $1,249 | 12/31/2023 |
WoodTrust Financial Corp | 2,912 | $1,239 | 03/31/2024 |
SPGI | 2,912 | $1,239 | 03/31/2024 |
AdvisorNet Financial Inc | 2,896 | $1,232 | 03/31/2024 |
SPGI | 2,896 | $1,232 | 03/31/2024 |
Sentry Investment Management LLC | 2,788 | $1,228 | 12/31/2023 |
SPGI | 2,788 | $1,228 | 12/31/2023 |
Intech Investment Management LLC | 2,777 | $1,223 | 12/31/2023 |
SPGI | 2,777 | $1,223 | 12/31/2023 |
AAFMAA Wealth Management & Trust LLC | 2,872 | $1,222 | 03/31/2024 |
SPGI | 2,872 | $1,222 | 03/31/2024 |
Pensionmark Financial Group LLC | 2,771 | $1,221 | 12/31/2023 |
SPGI | 2,771 | $1,221 | 12/31/2023 |
Machina Capital S.A.S. | 2,760 | $1,216 | 12/31/2023 |
SPGI | 2,760 | $1,216 | 12/31/2023 |
Ingalls & Snyder LLC | 2,755 | $1,214 | 12/31/2023 |
SPGI | 2,755 | $1,214 | 12/31/2023 |
Quotient Wealth Partners LLC | 2,756 | $1,214 | 12/31/2023 |
SPGI | 2,756 | $1,214 | 12/31/2023 |
Exchange Capital Management Inc. | 2,837 | $1,207 | 03/31/2024 |
SPGI | 2,837 | $1,207 | 03/31/2024 |
GSA Capital Partners LLP | 2,836 | $1,207 | 03/31/2024 |
SPGI | 2,836 | $1,207 | 03/31/2024 |
Lecap Asset Management Ltd. | 2,837 | $1,207 | 03/31/2024 |
SPGI | 2,837 | $1,207 | 03/31/2024 |
Highview Capital Management LLC DE | 2,803 | $1,193 | 03/31/2024 |
SPGI | 2,803 | $1,193 | 03/31/2024 |
Moore Capital Management LP | 2,703 | $1,191 | 12/31/2023 |
SPGI | 2,703 | $1,191 | 12/31/2023 |
Alpine Woods Capital Investors LLC | 2,847 | $1,184 | 03/31/2024 |
SPGI | 2,847 | $1,184 | 03/31/2024 |
Jacobi Capital Management LLC | 2,640 | $1,163 | 12/31/2023 |
SPGI | 2,640 | $1,163 | 12/31/2023 |
Aaron Wealth Advisors | 2,724 | $1,159 | 03/31/2024 |
SPGI | 2,724 | $1,159 | 03/31/2024 |
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 2,763 | $1,152 | 03/31/2024 |
SPGI | 2,763 | $1,152 | 03/31/2024 |
Conestoga Capital Advisors LLC | 2,702 | $1,150 | 03/31/2024 |
SPGI | 2,702 | $1,150 | 03/31/2024 |
Clarius Group LLC | 2,702 | $1,150 | 03/31/2024 |
SPGI | 2,702 | $1,150 | 03/31/2024 |
JPL Wealth Management LLC | 2,584 | $1,139 | 12/31/2023 |
SPGI | 2,584 | $1,139 | 12/31/2023 |
Pflug Koory LLC | 2,668 | $1,135 | 03/31/2024 |
SPGI | 2,668 | $1,135 | 03/31/2024 |
UniSuper Management Pty Ltd | 2,560 | $1,128 | 12/31/2023 |
SPGI | 2,560 | $1,128 | 12/31/2023 |
NBC Securities Inc. | 2,597 | $1,114 | 03/31/2024 |
SPGI | 2,597 | $1,114 | 03/31/2024 |
Marshall Financial Group LLC | 2,611 | $1,111 | 03/31/2024 |
SPGI | 2,611 | $1,111 | 03/31/2024 |
Beaumont Financial Advisors LLC | 2,507 | $1,104 | 12/31/2023 |
SPGI | 2,507 | $1,104 | 12/31/2023 |
Thrive Wealth Management LLC | 2,592 | $1,103 | 03/31/2024 |
SPGI | 2,592 | $1,103 | 03/31/2024 |
Forum Financial Management LP | 2,496 | $1,100 | 12/31/2023 |
SPGI | 2,496 | $1,100 | 12/31/2023 |
Pinnacle Associates Ltd. | 2,579 | $1,097 | 03/31/2024 |
SPGI | 2,579 | $1,097 | 03/31/2024 |
Daymark Wealth Partners LLC | 2,561 | $1,089 | 03/31/2024 |
SPGI | 2,561 | $1,089 | 03/31/2024 |
Colony Group LLC | 2,471 | $1,089 | 12/31/2023 |
SPGI | 2,471 | $1,089 | 12/31/2023 |
Wintrust Investments LLC | 2,463 | $1,085 | 12/31/2023 |
SPGI | 2,463 | $1,085 | 12/31/2023 |
City Holding Co. | 2,547 | $1,084 | 03/31/2024 |
SPGI | 2,547 | $1,084 | 03/31/2024 |
RMR Wealth Builders | 2,546 | $1,083 | 03/31/2024 |
SPGI | 2,546 | $1,083 | 03/31/2024 |
Putnam FL Investment Management Co. | 2,541 | $1,081 | 03/31/2024 |
SPGI | 2,541 | $1,081 | 03/31/2024 |
Outlook Wealth Advisors LLC | 2,505 | $1,066 | 03/31/2024 |
SPGI | 2,505 | $1,066 | 03/31/2024 |
BluePath Capital Management LLC | 2,506 | $1,066 | 03/31/2024 |
SPGI | 2,506 | $1,066 | 03/31/2024 |
Capital Analysts LLC | 2,406 | $1,060 | 12/31/2023 |
SPGI | 2,406 | $1,060 | 12/31/2023 |
Lazard Freres Gestion S.A.S. | 2,405 | $1,059 | 12/31/2023 |
SPGI | 2,405 | $1,059 | 12/31/2023 |
Gilliland Jeter Wealth Management LLC | 2,455 | $1,045 | 03/31/2024 |
SPGI | 2,455 | $1,045 | 03/31/2024 |
Channing Global Advisors LLC | 2,371 | $1,044 | 12/31/2023 |
SPGI | 2,371 | $1,044 | 12/31/2023 |
CWA Asset Management Group LLC | 2,366 | $1,042 | 12/31/2023 |
SPGI | 2,366 | $1,042 | 12/31/2023 |
Rossmore Private Capital | 2,360 | $1,040 | 12/31/2023 |
SPGI | 2,360 | $1,040 | 12/31/2023 |
First National Corp MA ADV | 2,324 | $1,024 | 03/31/2024 |
SPGI | 2,324 | $1,024 | 03/31/2024 |
Lincoln Capital LLC | 2,408 | $1,024 | 03/31/2024 |
SPGI | 2,408 | $1,024 | 03/31/2024 |
Wade G W & Inc. | 2,311 | $1,018 | 12/31/2023 |
SPGI | 2,311 | $1,018 | 12/31/2023 |
Skopos Labs Inc. | 2,304 | $1,015 | 12/31/2023 |
SPGI | 2,304 | $1,015 | 12/31/2023 |
Howe & Rusling Inc. | 2,297 | $1,012 | 12/31/2023 |
SPGI | 2,297 | $1,012 | 12/31/2023 |
Tranquility Partners LLC | 2,297 | $1,012 | 12/31/2023 |
SPGI | 2,297 | $1,012 | 12/31/2023 |
Shepherd Financial Partners LLC | 2,377 | $1,011 | 03/31/2024 |
SPGI | 2,377 | $1,011 | 03/31/2024 |
Palumbo Wealth Management LLC | 2,366 | $1,007 | 03/31/2024 |
SPGI | 2,366 | $1,007 | 03/31/2024 |
Hohimer Wealth Management LLC | 2,281 | $1,005 | 12/31/2023 |
SPGI | 2,281 | $1,005 | 12/31/2023 |
Accretive Wealth Partners LLC | 2,333 | $992 | 03/31/2024 |
SPGI | 2,333 | $992 | 03/31/2024 |
Charter Trust Co. | 2,326 | $990 | 03/31/2024 |
SPGI | 2,326 | $990 | 03/31/2024 |
Morse Asset Management Inc | 2,246 | $989 | 12/31/2023 |
SPGI | 2,246 | $989 | 12/31/2023 |
Syon Capital LLC | 2,240 | $987 | 12/31/2023 |
SPGI | 2,240 | $987 | 12/31/2023 |
Lake Street Advisors Group LLC | 2,224 | $980 | 12/31/2023 |
SPGI | 2,224 | $980 | 12/31/2023 |
Foundations Investment Advisors LLC | 2,142 | $980 | 12/31/2023 |
SPGI | 2,142 | $980 | 12/31/2023 |
United Asset Strategies Inc. | 2,300 | $979 | 03/31/2024 |
SPGI | 2,300 | $979 | 03/31/2024 |
Morningstar Investment Services LLC | 2,211 | $977 | 12/31/2023 |
SPGI | 2,211 | $977 | 12/31/2023 |
Legato Capital Management LLC | 2,290 | $974 | 03/31/2024 |
SPGI | 2,290 | $974 | 03/31/2024 |
Summit Trail Advisors LLC | 2,275 | $968 | 03/31/2024 |
SPGI | 2,275 | $968 | 03/31/2024 |
GSG Advisors LLC | 2,267 | $967 | 03/31/2024 |
SPGI | 2,267 | $967 | 03/31/2024 |
Heritage Trust Co | 2,194 | $967 | 12/31/2023 |
SPGI | 2,194 | $967 | 12/31/2023 |
Schmidt P J Investment Management Inc. | 2,264 | $963 | 03/31/2024 |
SPGI | 2,264 | $963 | 03/31/2024 |
Entropy Technologies LP | 2,187 | $963 | 12/31/2023 |
SPGI | 2,187 | $963 | 12/31/2023 |
Colonial Trust Co SC | 2,163 | $953 | 12/31/2023 |
SPGI | 2,163 | $953 | 12/31/2023 |
Confluence Wealth Services Inc. | 2,222 | $945 | 03/31/2024 |
SPGI | 2,222 | $945 | 03/31/2024 |
We Are One Seven LLC | 2,142 | $944 | 12/31/2023 |
SPGI | 2,142 | $944 | 12/31/2023 |
Foster Group Inc. | 2,215 | $942 | 03/31/2024 |
SPGI | 2,215 | $942 | 03/31/2024 |
Sonnipe Ltd | 2,138 | $942 | 12/31/2023 |
SPGI | 2,138 | $942 | 12/31/2023 |
SlateStone Wealth LLC | 2,212 | $941 | 03/31/2024 |
SPGI | 2,212 | $941 | 03/31/2024 |
Aptus Capital Advisors LLC | 2,124 | $936 | 12/31/2023 |
SPGI | 2,124 | $936 | 12/31/2023 |
MEMBERS Trust Co | 2,182 | $928 | 03/31/2024 |
SPGI | 2,182 | $928 | 03/31/2024 |
Prospera Financial Services Inc | 2,106 | $928 | 12/31/2023 |
SPGI | 2,106 | $928 | 12/31/2023 |
Two Sigma Investments LP | 2,100 | $925 | 12/31/2023 |
SPGI | 2,100 | $925 | 12/31/2023 |
Lindbrook Capital LLC | 2,171 | $924 | 03/31/2024 |
SPGI | 2,171 | $924 | 03/31/2024 |
Formidable Asset Management LLC | 2,089 | $920 | 12/31/2023 |
SPGI | 2,089 | $920 | 12/31/2023 |
Claro Advisors LLC | 2,160 | $919 | 03/31/2024 |
SPGI | 2,160 | $919 | 03/31/2024 |
Thoroughbred Financial Services LLC | 2,086 | $918 | 12/31/2023 |
SPGI | 2,086 | $918 | 12/31/2023 |
Gryphon Financial Partners LLC | 2,155 | $917 | 03/31/2024 |
SPGI | 2,155 | $917 | 03/31/2024 |
Rehmann Capital Advisory Group | 2,130 | $906 | 03/31/2024 |
SPGI | 2,130 | $906 | 03/31/2024 |
Trillium Asset Management LLC | 2,056 | $906 | 12/31/2023 |
SPGI | 2,056 | $906 | 12/31/2023 |
Legacy Capital Wealth Partners LLC | 2,051 | $904 | 12/31/2023 |
SPGI | 2,051 | $904 | 12/31/2023 |
Arthur M. Cohen & Associates LLC | 2,108 | $897 | 03/31/2024 |
SPGI | 2,108 | $897 | 03/31/2024 |
Center for Financial Planning Inc. | 2,108 | $897 | 03/31/2024 |
SPGI | 2,108 | $897 | 03/31/2024 |
Quest Partners LLC | 2,004 | $883 | 12/31/2023 |
SPGI | 2,004 | $883 | 12/31/2023 |
Strengthening Families & Communities LLC | 1,984 | $874 | 12/31/2023 |
SPGI | 1,984 | $874 | 12/31/2023 |
Monterey Private Wealth Inc. | 2,048 | $871 | 03/31/2024 |
SPGI | 2,048 | $871 | 03/31/2024 |
CHICAGO TRUST Co NA | 2,041 | $868 | 03/31/2024 |
SPGI | 2,041 | $868 | 03/31/2024 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 1,953 | $860 | 12/31/2023 |
SPGI | 1,953 | $860 | 12/31/2023 |
Forte Capital LLC ADV | 1,945 | $857 | 12/31/2023 |
SPGI | 1,945 | $857 | 12/31/2023 |
Dimension Capital Management LLC | 1,929 | $850 | 12/31/2023 |
SPGI | 1,929 | $850 | 12/31/2023 |
NorthCrest Asset Manangement LLC | 1,993 | $848 | 03/31/2024 |
SPGI | 1,993 | $848 | 03/31/2024 |
Boothbay Fund Management LLC | 1,925 | $848 | 12/31/2023 |
SPGI | 1,925 | $848 | 12/31/2023 |
Moors & Cabot Inc. | 1,920 | $846 | 12/31/2023 |
SPGI | 1,920 | $846 | 12/31/2023 |
Douglas Lane & Associates LLC | 1,985 | $845 | 03/31/2024 |
SPGI | 1,985 | $845 | 03/31/2024 |
Magnolia Capital Advisors LLC | 2,047 | $845 | 03/31/2024 |
SPGI | 2,047 | $845 | 03/31/2024 |
Independence Bank of Kentucky | 1,977 | $841 | 03/31/2024 |
SPGI | 1,977 | $841 | 03/31/2024 |
Ambassador Advisors LLC | 1,855 | $838 | 12/31/2023 |
SPGI | 1,855 | $838 | 12/31/2023 |
Paloma Partners Management Co | $837 | 12/31/2023 | |
Call | 1,900 | $837 | 12/31/2023 |
Bowman & Co S.C. | 1,959 | $835 | 03/31/2024 |
SPGI | 1,959 | $835 | 03/31/2024 |
GeoWealth Management LLC | 1,895 | $834 | 12/31/2023 |
SPGI | 1,895 | $834 | 12/31/2023 |
Mcdonald Partners LLC | 1,952 | $831 | 03/31/2024 |
SPGI | 1,952 | $831 | 03/31/2024 |
Lincoln National Corp | 1,935 | $823 | 03/31/2024 |
SPGI | 1,935 | $823 | 03/31/2024 |
Guardian Wealth Advisors LLC | 1,934 | $823 | 03/31/2024 |
SPGI | 1,934 | $823 | 03/31/2024 |
Continuum Advisory LLC | 1,867 | $823 | 12/31/2023 |
SPGI | 1,867 | $823 | 12/31/2023 |
Townsend Asset Management Corp NC ADV | 1,932 | $822 | 03/31/2024 |
SPGI | 1,932 | $822 | 03/31/2024 |
Mezzasalma Advisors LLC | 1,930 | $821 | 03/31/2024 |
SPGI | 1,930 | $821 | 03/31/2024 |
Balboa Wealth Partners | 1,864 | $821 | 12/31/2023 |
SPGI | 1,864 | $821 | 12/31/2023 |
TrinityPoint Wealth LLC | 1,861 | $820 | 12/31/2023 |
SPGI | 1,861 | $820 | 12/31/2023 |
Red Spruce Capital LLC | 1,926 | $819 | 03/31/2024 |
SPGI | 1,926 | $819 | 03/31/2024 |
Jefferies Financial Group Inc. | 1,853 | $816 | 12/31/2023 |
SPGI | 1,853 | $816 | 12/31/2023 |
Tritonpoint Wealth LLC | 1,911 | $813 | 03/31/2024 |
SPGI | 1,911 | $813 | 03/31/2024 |
GAMMA Investing LLC | 1,911 | $813 | 03/31/2024 |
SPGI | 1,911 | $813 | 03/31/2024 |
Equitable Holdings Inc. | 1,836 | $809 | 12/31/2023 |
SPGI | 1,836 | $809 | 12/31/2023 |
Great Diamond Partners LLC | 1,832 | $807 | 12/31/2023 |
SPGI | 1,832 | $807 | 12/31/2023 |
Sigma Planning Corp | 1,888 | $803 | 03/31/2024 |
SPGI | 1,888 | $803 | 03/31/2024 |
Waldron Private Wealth LLC | 1,818 | $800 | 12/31/2023 |
SPGI | 1,818 | $800 | 12/31/2023 |
Wilbanks Smith & Thomas Asset Management LLC | 1,811 | $798 | 12/31/2023 |
SPGI | 1,811 | $798 | 12/31/2023 |
NorthRock Partners LLC | 1,812 | $798 | 12/31/2023 |
SPGI | 1,812 | $798 | 12/31/2023 |
Conning Inc. | 1,865 | $793 | 03/31/2024 |
SPGI | 1,865 | $793 | 03/31/2024 |
Smartleaf Asset Management LLC | 1,863 | $793 | 03/31/2024 |
SPGI | 1,863 | $793 | 03/31/2024 |
First National Bank of Hutchinson | 1,796 | $791 | 12/31/2023 |
SPGI | 1,796 | $791 | 12/31/2023 |
Meridian Wealth Partners LLC | 1,792 | $790 | 12/31/2023 |
SPGI | 1,792 | $790 | 12/31/2023 |
Lokken Investment Group LLC | 1,794 | $790 | 12/31/2023 |
SPGI | 1,794 | $790 | 12/31/2023 |
Ninepoint Partners LP | 1,777 | $783 | 12/31/2023 |
SPGI | 1,777 | $783 | 12/31/2023 |
Aurum Wealth Management Group LLC | 1,835 | $781 | 03/31/2024 |
SPGI | 1,835 | $781 | 03/31/2024 |
NewEdge Wealth LLC | 1,870 | $780 | 03/31/2024 |
SPGI | 1,870 | $780 | 03/31/2024 |
9258 Wealth Management LLC | 1,831 | $779 | 03/31/2024 |
SPGI | 1,831 | $779 | 03/31/2024 |
Prudent Man Advisors LLC | 1,769 | $779 | 12/31/2023 |
SPGI | 1,769 | $779 | 12/31/2023 |
Revisor Wealth Management LLC | 1,793 | $776 | 03/31/2024 |
SPGI | 1,793 | $776 | 03/31/2024 |
Radnor Capital Management LLC | 1,818 | $773 | 03/31/2024 |
SPGI | 1,818 | $773 | 03/31/2024 |
Mendel Capital Management LLC | 1,741 | $767 | 12/31/2023 |
SPGI | 1,741 | $767 | 12/31/2023 |
Davidson Trust Co. | 1,729 | $762 | 12/31/2023 |
SPGI | 1,729 | $762 | 12/31/2023 |
Griffin Asset Management Inc. | 1,783 | $759 | 03/31/2024 |
SPGI | 1,783 | $759 | 03/31/2024 |
Columbus Macro LLC | 1,779 | $757 | 03/31/2024 |
SPGI | 1,779 | $757 | 03/31/2024 |
Woodstock Corp | 1,769 | $753 | 03/31/2024 |
SPGI | 1,769 | $753 | 03/31/2024 |
CX Institutional | 1,764 | $751 | 03/31/2024 |
SPGI | 1,764 | $751 | 03/31/2024 |
Financial Advocates Investment Management | 1,762 | $750 | 03/31/2024 |
SPGI | 1,762 | $750 | 03/31/2024 |
FUKOKU MUTUAL LIFE INSURANCE Co | 1,700 | $749 | 12/31/2023 |
SPGI | 1,700 | $749 | 12/31/2023 |
Waters Parkerson & CO. LLC | 1,700 | $749 | 12/31/2023 |
SPGI | 1,700 | $749 | 12/31/2023 |
Israel Discount Bank of New York | 1,700 | $749 | 12/31/2023 |
SPGI | 1,700 | $749 | 12/31/2023 |
Foster Dykema Cabot & Partners LLC | 1,698 | $748 | 12/31/2023 |
SPGI | 1,698 | $748 | 12/31/2023 |
Sunflower Bank N.A. | 1,756 | $747 | 03/31/2024 |
SPGI | 1,756 | $747 | 03/31/2024 |
Jacobsen Capital Management | 1,752 | $745 | 03/31/2024 |
SPGI | 1,752 | $745 | 03/31/2024 |
Sepio Capital LP | 1,683 | $741 | 12/31/2023 |
SPGI | 1,683 | $741 | 12/31/2023 |
Aspire Wealth Management Corp | 1,739 | $740 | 03/31/2024 |
SPGI | 1,739 | $740 | 03/31/2024 |
Redwood Investment Management LLC | 1,645 | $738 | 12/31/2023 |
SPGI | 1,645 | $738 | 12/31/2023 |
Eos Management L.P. | 1,722 | $733 | 03/31/2024 |
SPGI | 1,722 | $733 | 03/31/2024 |
Duality Advisers LP | 1,723 | $733 | 03/31/2024 |
SPGI | 1,723 | $733 | 03/31/2024 |
ERn Financial LLC | 1,720 | $732 | 03/31/2024 |
SPGI | 1,720 | $732 | 03/31/2024 |
My Legacy Advisors LLC | 1,687 | $732 | 12/31/2023 |
SPGI | 1,687 | $732 | 12/31/2023 |
Opal Wealth Advisors LLC | 1,705 | $725 | 03/31/2024 |
SPGI | 1,705 | $725 | 03/31/2024 |
Institute for Wealth Management LLC. | 1,695 | $721 | 03/31/2024 |
SPGI | 1,695 | $721 | 03/31/2024 |
Hancock Whitney Corp | 1,634 | $720 | 12/31/2023 |
SPGI | 1,634 | $720 | 12/31/2023 |
Ironwood Investment Counsel LLC | 1,635 | $720 | 12/31/2023 |
SPGI | 1,635 | $720 | 12/31/2023 |
Ramirez Asset Management Inc. | 1,629 | $718 | 12/31/2023 |
SPGI | 1,629 | $718 | 12/31/2023 |
PDS Planning Inc | 1,686 | $717 | 03/31/2024 |
SPGI | 1,686 | $717 | 03/31/2024 |
PAX Financial Group LLC | 1,642 | $717 | 12/31/2023 |
SPGI | 1,642 | $717 | 12/31/2023 |
Baron Wealth Management LLC | 1,626 | $716 | 12/31/2023 |
SPGI | 1,626 | $716 | 12/31/2023 |
Arcadia Investment Management Corp MI | 1,680 | $715 | 03/31/2024 |
SPGI | 1,680 | $715 | 03/31/2024 |
Fidelis Capital Partners LLC | 1,681 | $715 | 03/31/2024 |
SPGI | 1,681 | $715 | 03/31/2024 |
Virtue Capital Management LLC | 1,668 | $713 | 12/31/2023 |
SPGI | 1,668 | $713 | 12/31/2023 |
Circle Wealth Management LLC | 1,615 | $712 | 12/31/2023 |
SPGI | 1,615 | $712 | 12/31/2023 |
Steward Partners Investment Solutions LLC | 1,605 | $707 | 12/31/2023 |
SPGI | 1,605 | $707 | 12/31/2023 |
Beach Investment Counsel Inc. PA | 1,600 | $705 | 03/31/2024 |
SPGI | 1,600 | $705 | 03/31/2024 |
Kendall Capital Management | 1,595 | $703 | 12/31/2023 |
SPGI | 1,595 | $703 | 12/31/2023 |
CoreFirst Bank & Trust | 1,594 | $702 | 12/31/2023 |
SPGI | 1,594 | $702 | 12/31/2023 |
Financial Insights Inc. | 1,644 | $699 | 03/31/2024 |
SPGI | 1,644 | $699 | 03/31/2024 |
Elevated Capital Advisors LLC | 1,639 | $697 | 03/31/2024 |
SPGI | 1,639 | $697 | 03/31/2024 |
Edgestream Partners L.P. | 1,581 | $696 | 12/31/2023 |
SPGI | 1,581 | $696 | 12/31/2023 |
Premier Path Wealth Partners LLC | 1,625 | $691 | 03/31/2024 |
SPGI | 1,625 | $691 | 03/31/2024 |
Founders Financial Securities LLC | 1,619 | $689 | 03/31/2024 |
SPGI | 1,619 | $689 | 03/31/2024 |
Intact Investment Management Inc. | 1,600 | $681 | 03/31/2024 |
SPGI | 1,600 | $681 | 03/31/2024 |
Point Break Capital Management LLC | 1,540 | $678 | 12/31/2023 |
SPGI | 1,540 | $678 | 12/31/2023 |
FineMark National Bank & Trust | 1,537 | $677 | 12/31/2023 |
SPGI | 1,537 | $677 | 12/31/2023 |
Stonebrook Private Inc. | 1,532 | $675 | 12/31/2023 |
SPGI | 1,532 | $675 | 12/31/2023 |
Johnson Financial Group Inc. | 1,529 | $674 | 12/31/2023 |
SPGI | 1,529 | $674 | 12/31/2023 |
Bollard Group LLC | 1,530 | $674 | 12/31/2023 |
SPGI | 1,530 | $674 | 12/31/2023 |
Covenant Partners LLC | 1,581 | $673 | 03/31/2024 |
SPGI | 1,581 | $673 | 03/31/2024 |
Ronald Blue Trust Inc. | 1,579 | $672 | 03/31/2024 |
SPGI | 1,579 | $672 | 03/31/2024 |
Moseley Investment Management Inc. | 1,570 | $668 | 03/31/2024 |
SPGI | 1,570 | $668 | 03/31/2024 |
JNB Advisors LLC | 1,569 | $668 | 03/31/2024 |
SPGI | 1,569 | $668 | 03/31/2024 |
Dividend Assets Capital LLC | 1,511 | $666 | 12/31/2023 |
SPGI | 1,511 | $666 | 12/31/2023 |
Arkadios Wealth Advisors | 1,563 | $665 | 03/31/2024 |
SPGI | 1,563 | $665 | 03/31/2024 |
Allworth Financial LP | 1,561 | $664 | 03/31/2024 |
SPGI | 1,561 | $664 | 03/31/2024 |
Golden State Equity Partners | 1,504 | $663 | 12/31/2023 |
SPGI | 1,504 | $663 | 12/31/2023 |
Oak Harbor Wealth Partners LLC | 1,524 | $649 | 03/31/2024 |
SPGI | 1,524 | $649 | 03/31/2024 |
Wsfs Capital Management LLC | 1,524 | $648 | 03/31/2024 |
SPGI | 1,524 | $648 | 03/31/2024 |
Dana Investment Advisors Inc. | 1,470 | $648 | 12/31/2023 |
SPGI | 1,470 | $648 | 12/31/2023 |
Spinnaker Trust | 1,503 | $639 | 03/31/2024 |
SPGI | 1,503 | $639 | 03/31/2024 |
Vestmark Advisory Solutions Inc. | 1,451 | $639 | 12/31/2023 |
SPGI | 1,451 | $639 | 12/31/2023 |
Michael B. Yongue | 1,450 | $639 | 12/31/2023 |
SPGI | 1,450 | $639 | 12/31/2023 |
Trust Point Inc. | 1,496 | $636 | 03/31/2024 |
SPGI | 1,496 | $636 | 03/31/2024 |
J. W. Coons Advisors LLC | 1,443 | $636 | 12/31/2023 |
SPGI | 1,443 | $636 | 12/31/2023 |
Nova R Wealth Inc. | 1,492 | $635 | 03/31/2024 |
SPGI | 1,492 | $635 | 03/31/2024 |
Symmetry Partners LLC | 1,490 | $634 | 03/31/2024 |
SPGI | 1,490 | $634 | 03/31/2024 |
Stonegate Investment Group LLC | 1,480 | $630 | 03/31/2024 |
SPGI | 1,480 | $630 | 03/31/2024 |
Avestar Capital LLC | 1,431 | $630 | 12/31/2023 |
SPGI | 1,431 | $630 | 12/31/2023 |
Quintet Private Bank Europe S.A. | 1,431 | $630 | 12/31/2023 |
SPGI | 1,431 | $630 | 12/31/2023 |
Navellier & Associates Inc | 1,426 | $628 | 12/31/2023 |
SPGI | 1,426 | $628 | 12/31/2023 |
Mutual Advisors LLC | 1,471 | $626 | 03/31/2024 |
SPGI | 1,471 | $626 | 03/31/2024 |
Alpha Cubed Investments LLC | 1,462 | $622 | 03/31/2024 |
SPGI | 1,462 | $622 | 03/31/2024 |
Hoxton Planning & Management LLC | 1,462 | $622 | 03/31/2024 |
SPGI | 1,462 | $622 | 03/31/2024 |
RiverPark Advisors LLC | 1,460 | $621 | 03/31/2024 |
SPGI | 1,460 | $621 | 03/31/2024 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,457 | $620 | 03/31/2024 |
SPGI | 1,457 | $620 | 03/31/2024 |
Partners Capital Investment Group LLP | 1,407 | $620 | 12/31/2023 |
SPGI | 1,407 | $620 | 12/31/2023 |
New Hampshire Trust | 1,449 | $616 | 03/31/2024 |
SPGI | 1,449 | $616 | 03/31/2024 |
Teza Capital Management LLC | 1,395 | $615 | 12/31/2023 |
SPGI | 1,395 | $615 | 12/31/2023 |
Simon Quick Advisors LLC | 1,439 | $612 | 03/31/2024 |
SPGI | 1,439 | $612 | 03/31/2024 |
IHT Wealth Management LLC | 1,389 | $612 | 12/31/2023 |
SPGI | 1,389 | $612 | 12/31/2023 |
LVW Advisors LLC | 1,428 | $608 | 03/31/2024 |
SPGI | 1,428 | $608 | 03/31/2024 |
Buttonwood Financial Advisors Inc. | 1,425 | $606 | 03/31/2024 |
SPGI | 1,425 | $606 | 03/31/2024 |
Verdence Capital Advisors LLC | 1,422 | $605 | 03/31/2024 |
SPGI | 1,422 | $605 | 03/31/2024 |
Everhart Financial Group Inc. | 1,369 | $603 | 12/31/2023 |
SPGI | 1,369 | $603 | 12/31/2023 |
XTX Topco Ltd | 1,361 | $600 | 12/31/2023 |
SPGI | 1,361 | $600 | 12/31/2023 |
Relyea Zuckerberg Hanson LLC | 1,406 | $598 | 03/31/2024 |
SPGI | 1,406 | $598 | 03/31/2024 |
Advisors Capital Management LLC | 1,402 | $597 | 03/31/2024 |
SPGI | 1,402 | $597 | 03/31/2024 |
Nicholas Hoffman & Company LLC. | 1,403 | $597 | 03/31/2024 |
SPGI | 1,403 | $597 | 03/31/2024 |
WMS Partners LLC | 1,355 | $597 | 12/31/2023 |
SPGI | 1,355 | $597 | 12/31/2023 |
One Wealth Advisors LLC | 1,401 | $596 | 03/31/2024 |
SPGI | 1,401 | $596 | 03/31/2024 |
Threadgill Financial LLC | 1,400 | $596 | 03/31/2024 |
SPGI | 1,400 | $596 | 03/31/2024 |
Leavell Investment Management Inc. | 1,399 | $595 | 03/31/2024 |
SPGI | 1,399 | $595 | 03/31/2024 |
Catalytic Wealth RIA LLC | 1,343 | $592 | 12/31/2023 |
SPGI | 1,343 | $592 | 12/31/2023 |
Naples Global Advisors LLC | 1,374 | $585 | 03/31/2024 |
SPGI | 1,374 | $585 | 03/31/2024 |
Tilt Investment Management Holdings PBC | 1,327 | $585 | 12/31/2023 |
SPGI | 1,327 | $585 | 12/31/2023 |
Richard W. Paul & Associates LLC | 1,319 | $581 | 12/31/2023 |
SPGI | 1,319 | $581 | 12/31/2023 |
Heritage Wealth Management Inc. Texas | 1,364 | $580 | 03/31/2024 |
SPGI | 1,364 | $580 | 03/31/2024 |
Wesbanco Bank Inc. | 1,359 | $578 | 03/31/2024 |
SPGI | 1,359 | $578 | 03/31/2024 |
Camden Capital LLC | 1,306 | $575 | 12/31/2023 |
SPGI | 1,306 | $575 | 12/31/2023 |
Royal Capital Wealth Management LLC | 1,300 | $573 | 12/31/2023 |
SPGI | 1,300 | $573 | 12/31/2023 |
Catalina Capital Group LLC | 1,344 | $572 | 03/31/2024 |
SPGI | 1,344 | $572 | 03/31/2024 |
Summit Global Investments | 1,339 | $570 | 03/31/2024 |
SPGI | 1,339 | $570 | 03/31/2024 |
Leo Wealth LLC | 1,296 | $569 | 12/31/2023 |
SPGI | 1,296 | $569 | 12/31/2023 |
Insigneo Advisory Services LLC | 1,290 | $568 | 12/31/2023 |
SPGI | 1,290 | $568 | 12/31/2023 |
Prossimo Advisors LLC | 1,333 | $567 | 03/31/2024 |
SPGI | 1,333 | $567 | 03/31/2024 |
PFG Investments LLC | 1,320 | $562 | 03/31/2024 |
SPGI | 1,320 | $562 | 03/31/2024 |
Mesirow Financial Investment Management Inc. | 1,316 | $560 | 03/31/2024 |
SPGI | 1,316 | $560 | 03/31/2024 |
Orrstown Financial Services Inc. | 1,312 | $558 | 03/31/2024 |
SPGI | 1,312 | $558 | 03/31/2024 |
Axxcess Wealth Management LLC | 1,253 | $552 | 12/31/2023 |
SPGI | 1,253 | $552 | 12/31/2023 |
United Community Bank | 1,288 | $548 | 03/31/2024 |
SPGI | 1,288 | $548 | 03/31/2024 |
Founders Financial Alliance LLC | 1,240 | $546 | 12/31/2023 |
SPGI | 1,240 | $546 | 12/31/2023 |
Moneta Group Investment Advisors LLC | 1,230 | $542 | 12/31/2023 |
SPGI | 1,230 | $542 | 12/31/2023 |
Little House Capital LLC | 1,270 | $540 | 03/31/2024 |
SPGI | 1,270 | $540 | 03/31/2024 |
Wallace Advisory Group LLC | 1,219 | $537 | 03/31/2024 |
SPGI | 1,219 | $537 | 03/31/2024 |
Westwood Holdings Group Inc. | 1,220 | $537 | 12/31/2023 |
SPGI | 1,220 | $537 | 12/31/2023 |
Engineers Gate Manager LP | 1,214 | $535 | 12/31/2023 |
SPGI | 1,214 | $535 | 12/31/2023 |
Crestmont Private Wealth LLC | 1,253 | $533 | 03/31/2024 |
SPGI | 1,253 | $533 | 03/31/2024 |
Wambolt & Associates LLC | 1,243 | $531 | 03/31/2024 |
SPGI | 1,243 | $531 | 03/31/2024 |
Magellan Asset Management Ltd | 1,205 | $531 | 12/31/2023 |
SPGI | 1,205 | $531 | 12/31/2023 |
Ameliora Wealth Management Ltd. | 1,245 | $530 | 03/31/2024 |
SPGI | 1,245 | $530 | 03/31/2024 |
Lombard Odier Asset Management USA Corp | 1,200 | $529 | 12/31/2023 |
SPGI | 1,200 | $529 | 12/31/2023 |
Level Four Advisory Services LLC | 1,199 | $528 | 12/31/2023 |
SPGI | 1,199 | $528 | 12/31/2023 |
Country Club Bank GFN | 1,238 | $527 | 03/31/2024 |
SPGI | 1,238 | $527 | 03/31/2024 |
Pinnacle Wealth Management Advisory Group LLC | 1,233 | $525 | 03/31/2024 |
SPGI | 1,233 | $525 | 03/31/2024 |
Smithfield Trust Co. | 1,200 | $525 | 12/31/2023 |
SPGI | 1,200 | $525 | 12/31/2023 |
U.S. Capital Wealth Advisors LLC | 1,185 | $522 | 12/31/2023 |
SPGI | 1,185 | $522 | 12/31/2023 |
Ameritas Advisory Services LLC | 1,193 | $522 | 12/31/2023 |
SPGI | 1,193 | $522 | 12/31/2023 |
Diversified Trust Co | 1,225 | $521 | 03/31/2024 |
SPGI | 1,225 | $521 | 03/31/2024 |
Point72 Europe London LLP | 1,183 | $521 | 12/31/2023 |
SPGI | 1,183 | $521 | 12/31/2023 |
Ferguson Wellman Capital Management Inc. | 1,222 | $520 | 03/31/2024 |
SPGI | 1,222 | $520 | 03/31/2024 |
Joule Financial LLC | 1,222 | $520 | 03/31/2024 |
SPGI | 1,222 | $520 | 03/31/2024 |
LWM Advisory Services LLC | 1,173 | $517 | 12/31/2023 |
SPGI | 1,173 | $517 | 12/31/2023 |
Waterloo Capital L.P. | 1,170 | $515 | 12/31/2023 |
SPGI | 1,170 | $515 | 12/31/2023 |
TCG Advisory Services LLC | 1,163 | $512 | 12/31/2023 |
SPGI | 1,163 | $512 | 12/31/2023 |
Proficio Capital Partners LLC | 1,199 | $510 | 03/31/2024 |
SPGI | 1,199 | $510 | 03/31/2024 |
Coho Partners Ltd. | 1,149 | $506 | 12/31/2023 |
SPGI | 1,149 | $506 | 12/31/2023 |
Harbor Investment Advisory LLC | 1,188 | $505 | 03/31/2024 |
SPGI | 1,188 | $505 | 03/31/2024 |
Principle Wealth Partners LLC | 1,188 | $505 | 03/31/2024 |
SPGI | 1,188 | $505 | 03/31/2024 |
First Affirmative Financial Network | 1,183 | $503 | 03/31/2024 |
SPGI | 1,183 | $503 | 03/31/2024 |
Meritage Portfolio Management | 1,179 | $502 | 03/31/2024 |
SPGI | 1,179 | $502 | 03/31/2024 |
1776 Wealth LLC | 1,134 | $500 | 12/31/2023 |
SPGI | 1,134 | $500 | 12/31/2023 |
Heritage Wealth Management LLC | 1,173 | $499 | 03/31/2024 |
SPGI | 1,173 | $499 | 03/31/2024 |
S.E.E.D. Planning Group LLC | 1,171 | $498 | 03/31/2024 |
SPGI | 1,171 | $498 | 03/31/2024 |
Tilia Fiduciary Partners Inc. | 1,172 | $498 | 03/31/2024 |
SPGI | 1,172 | $498 | 03/31/2024 |
Allred Capital Management LLC | 1,168 | $497 | 03/31/2024 |
SPGI | 1,168 | $497 | 03/31/2024 |
Gilbert & Cook Inc. | 1,166 | $496 | 03/31/2024 |
SPGI | 1,166 | $496 | 03/31/2024 |
Keel Point LLC | 1,162 | $495 | 03/31/2024 |
SPGI | 1,162 | $495 | 03/31/2024 |
Oak Thistle LLC | 1,161 | $494 | 03/31/2024 |
SPGI | 1,161 | $494 | 03/31/2024 |
Trueblood Wealth Management LLC | 1,161 | $494 | 03/31/2024 |
SPGI | 1,161 | $494 | 03/31/2024 |
Sheaff Brock Investment Advisors LLC | 1,117 | $492 | 12/31/2023 |
SPGI | 1,117 | $492 | 12/31/2023 |
Legacy Financial Advisors Inc. | 1,112 | $490 | 12/31/2023 |
SPGI | 1,112 | $490 | 12/31/2023 |
Paulson Wealth Management Inc. | 1,145 | $487 | 03/31/2024 |
SPGI | 1,145 | $487 | 03/31/2024 |
Procyon Private Wealth Partners LLC | 1,141 | $486 | 03/31/2024 |
SPGI | 1,141 | $486 | 03/31/2024 |
JGP Global Gestao de Recursos Ltda. | 1,100 | $485 | 12/31/2023 |
SPGI | 1,100 | $485 | 12/31/2023 |
Industrial Alliance Investment Management Inc. | 1,100 | $485 | 12/31/2023 |
SPGI | 1,100 | $485 | 12/31/2023 |
Beacon Bridge Wealth Partners LLC | 1,134 | $483 | 03/31/2024 |
SPGI | 1,134 | $483 | 03/31/2024 |
Invenio Wealth Partners LLC | 1,097 | $483 | 12/31/2023 |
SPGI | 1,097 | $483 | 12/31/2023 |
Sunbelt Securities Inc. | 1,133 | $482 | 03/31/2024 |
SPGI | 1,133 | $482 | 03/31/2024 |
Elgethun Capital Management | 1,083 | $477 | 12/31/2023 |
SPGI | 1,083 | $477 | 12/31/2023 |
BSW Wealth Partners | 1,118 | $476 | 03/31/2024 |
SPGI | 1,118 | $476 | 03/31/2024 |
Smith Shellnut Wilson LLC ADV | 1,114 | $474 | 03/31/2024 |
SPGI | 1,114 | $474 | 03/31/2024 |
Chicago Partners Investment Group LLC | 1,145 | $473 | 03/31/2024 |
SPGI | 1,145 | $473 | 03/31/2024 |
ICW Investment Advisors LLC | 1,067 | $470 | 12/31/2023 |
SPGI | 1,067 | $470 | 12/31/2023 |
DRW Securities LLC | 1,062 | $468 | 12/31/2023 |
SPGI | 1,062 | $468 | 12/31/2023 |
West Michigan Advisors LLC | 1,060 | $467 | 12/31/2023 |
SPGI | 1,060 | $467 | 12/31/2023 |
Fifth Third Wealth Advisors LLC | 1,096 | $466 | 03/31/2024 |
SPGI | 1,096 | $466 | 03/31/2024 |
Shulman DeMeo Asset Management LLC | 1,086 | $462 | 03/31/2024 |
SPGI | 1,086 | $462 | 03/31/2024 |
Park Place Capital Corp | 1,083 | $461 | 03/31/2024 |
SPGI | 1,083 | $461 | 03/31/2024 |
FDx Advisors Inc. | 1,077 | $458 | 03/31/2024 |
SPGI | 1,077 | $458 | 03/31/2024 |
L2 Asset Management LLC | 1,030 | $454 | 12/31/2023 |
SPGI | 1,030 | $454 | 12/31/2023 |
Smart Money Group LLC | 1,090 | $453 | 03/31/2024 |
SPGI | 1,090 | $453 | 03/31/2024 |
Integrated Advisors Network LLC | 1,062 | $452 | 03/31/2024 |
SPGI | 1,062 | $452 | 03/31/2024 |
Abbrea Capital LLC | 1,027 | $452 | 12/31/2023 |
SPGI | 1,027 | $452 | 12/31/2023 |
Callan Capital LLC | 1,060 | $451 | 03/31/2024 |
SPGI | 1,060 | $451 | 03/31/2024 |
Rosenblum Silverman Sutton S F Inc. CA | 1,024 | $451 | 12/31/2023 |
SPGI | 1,024 | $451 | 12/31/2023 |
Emerald Advisers LLC | 1,023 | $451 | 12/31/2023 |
SPGI | 1,023 | $451 | 12/31/2023 |
KC Investment Advisors LLC | 1,022 | $450 | 12/31/2023 |
SPGI | 1,022 | $450 | 12/31/2023 |
West Family Investments Inc. | 1,020 | $449 | 12/31/2023 |
SPGI | 1,020 | $449 | 12/31/2023 |
Applied Capital LLC FL | 1,052 | $448 | 03/31/2024 |
SPGI | 1,052 | $448 | 03/31/2024 |
CNB Bank | 1,051 | $447 | 03/31/2024 |
SPGI | 1,051 | $447 | 03/31/2024 |
Kingswood Wealth Advisors LLC | 1,047 | $445 | 03/31/2024 |
SPGI | 1,047 | $445 | 03/31/2024 |
Centerpoint Advisors LLC | 1,044 | $444 | 03/31/2024 |
SPGI | 1,044 | $444 | 03/31/2024 |
Accel Wealth Management | 1,043 | $444 | 03/31/2024 |
SPGI | 1,043 | $444 | 03/31/2024 |
Richardson Financial Services Inc. | 1,044 | $444 | 03/31/2024 |
SPGI | 1,044 | $444 | 03/31/2024 |
Nilsine Partners LLC | 1,042 | $443 | 03/31/2024 |
SPGI | 1,042 | $443 | 03/31/2024 |
LGT Fund Management Co Ltd. | 1,000 | $442 | 12/31/2023 |
SPGI | 1,000 | $442 | 12/31/2023 |
Prestige Wealth Management Group LLC | 1,036 | $441 | 03/31/2024 |
SPGI | 1,036 | $441 | 03/31/2024 |
Catalyst Financial Partners LLC | 1,071 | $441 | 03/31/2024 |
SPGI | 1,071 | $441 | 03/31/2024 |
Headinvest LLC | 1,002 | $441 | 12/31/2023 |
SPGI | 1,002 | $441 | 12/31/2023 |
Community Bank N.A. | 1,001 | $441 | 12/31/2023 |
SPGI | 1,001 | $441 | 12/31/2023 |
Carnegie Capital Asset Management LLC | 1,035 | $440 | 03/31/2024 |
SPGI | 1,035 | $440 | 03/31/2024 |
Sage Mountain Advisors LLC | 1,030 | $438 | 03/31/2024 |
SPGI | 1,030 | $438 | 03/31/2024 |
Obermeyer Wood Investment Counsel Lllp | 988 | $435 | 12/31/2023 |
SPGI | 988 | $435 | 12/31/2023 |
First Interstate Bank | 1,020 | $434 | 03/31/2024 |
SPGI | 1,020 | $434 | 03/31/2024 |
Embree Financial Group | 1,016 | $432 | 03/31/2024 |
SPGI | 1,016 | $432 | 03/31/2024 |
Drive Wealth Management LLC | 1,013 | $431 | 03/31/2024 |
SPGI | 1,013 | $431 | 03/31/2024 |
Vicus Capital | 1,009 | $429 | 03/31/2024 |
SPGI | 1,009 | $429 | 03/31/2024 |
Lakeview Capital Partners LLC | 973 | $428 | 12/31/2023 |
SPGI | 973 | $428 | 12/31/2023 |
Ayrshire Capital Management LLC | 1,000 | $425 | 03/31/2024 |
SPGI | 1,000 | $425 | 03/31/2024 |
Koss Olinger Consulting LLC | 1,000 | $425 | 03/31/2024 |
SPGI | 1,000 | $425 | 03/31/2024 |
Stratos Wealth Advisors LLC | 994 | $423 | 03/31/2024 |
SPGI | 994 | $423 | 03/31/2024 |
Parkside Financial Bank & Trust | 992 | $422 | 03/31/2024 |
SPGI | 992 | $422 | 03/31/2024 |
Commerzbank Aktiengesellschaft FI | 957 | $422 | 12/31/2023 |
SPGI | 957 | $422 | 12/31/2023 |
Mitchell Capital Management Co. | 983 | $418 | 03/31/2024 |
SPGI | 983 | $418 | 03/31/2024 |
Fiduciary Group LLC | 950 | $418 | 12/31/2023 |
SPGI | 950 | $418 | 12/31/2023 |
Regent Peak Wealth Advisors LLC | 981 | $417 | 03/31/2024 |
SPGI | 981 | $417 | 03/31/2024 |
Winthrop Capital Management LLC | 944 | $416 | 12/31/2023 |
SPGI | 944 | $416 | 12/31/2023 |
Modera Wealth Management LLC | 938 | $413 | 12/31/2023 |
SPGI | 938 | $413 | 12/31/2023 |
Welch & Forbes LLC | 968 | $412 | 03/31/2024 |
SPGI | 968 | $412 | 03/31/2024 |
Gladstone Institutional Advisory LLC | 936 | $412 | 12/31/2023 |
SPGI | 936 | $412 | 12/31/2023 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 962 | $409 | 03/31/2024 |
SPGI | 962 | $409 | 03/31/2024 |
Cornerstone Wealth Advisors Inc. | 955 | $406 | 03/31/2024 |
SPGI | 955 | $406 | 03/31/2024 |
Quent Capital LLC | 954 | $406 | 03/31/2024 |
SPGI | 954 | $406 | 03/31/2024 |
Alpha Family Trust | 920 | $405 | 12/31/2023 |
SPGI | 920 | $405 | 12/31/2023 |
SeaCrest Wealth Management LLC | 949 | $404 | 03/31/2024 |
SPGI | 949 | $404 | 03/31/2024 |
Allstate Corp | 917 | $404 | 12/31/2023 |
SPGI | 917 | $404 | 12/31/2023 |
Fulton Bank N.A. | 947 | $403 | 03/31/2024 |
SPGI | 947 | $403 | 03/31/2024 |
Morris Retirement Advisors LLC | 937 | $399 | 03/31/2024 |
SPGI | 937 | $399 | 03/31/2024 |
LM Advisors LLC | 905 | $399 | 12/31/2023 |
SPGI | 905 | $399 | 12/31/2023 |
Aspiriant LLC | 934 | $397 | 03/31/2024 |
SPGI | 934 | $397 | 03/31/2024 |
D. B. Root & Company LLC | 933 | $397 | 03/31/2024 |
SPGI | 933 | $397 | 03/31/2024 |
Kathmere Capital Management LLC | 929 | $395 | 03/31/2024 |
SPGI | 929 | $395 | 03/31/2024 |
Tenon Financial LLC | 928 | $395 | 03/31/2024 |
SPGI | 928 | $395 | 03/31/2024 |
Clayton Financial Group LLC | 923 | $393 | 03/31/2024 |
SPGI | 923 | $393 | 03/31/2024 |
Private Portfolio Partners LLC | 893 | $393 | 12/31/2023 |
SPGI | 893 | $393 | 12/31/2023 |
Transamerica Financial Advisors Inc. | 889 | $392 | 12/31/2023 |
SPGI | 889 | $392 | 12/31/2023 |
Woodline Partners LP | 888 | $391 | 12/31/2023 |
SPGI | 888 | $391 | 12/31/2023 |
Marietta Investment Partners LLC | 878 | $387 | 12/31/2023 |
SPGI | 878 | $387 | 12/31/2023 |
Alta Advisers Ltd | 900 | $383 | 03/31/2024 |
SPGI | 900 | $383 | 03/31/2024 |
Cornerstone Wealth Management LLC | 900 | $383 | 03/31/2024 |
SPGI | 900 | $383 | 03/31/2024 |
Sivia Capital Partners LLC | 900 | $383 | 03/31/2024 |
SPGI | 900 | $383 | 03/31/2024 |
Prosperity Financial Group Inc. | 867 | $382 | 12/31/2023 |
SPGI | 867 | $382 | 12/31/2023 |
Strategic Blueprint LLC | 896 | $381 | 03/31/2024 |
SPGI | 896 | $381 | 03/31/2024 |
Everett Harris & Co. CA | 888 | $378 | 03/31/2024 |
SPGI | 888 | $378 | 03/31/2024 |
StrategIQ Financial Group LLC | 858 | $378 | 12/31/2023 |
SPGI | 858 | $378 | 12/31/2023 |
Norden Group LLC | 885 | $377 | 03/31/2024 |
SPGI | 885 | $377 | 03/31/2024 |
Reuter James Wealth Management LLC | 856 | $377 | 12/31/2023 |
SPGI | 856 | $377 | 12/31/2023 |
Howard Capital Management Group LLC | 883 | $376 | 03/31/2024 |
SPGI | 883 | $376 | 03/31/2024 |
Houlihan Financial Resource Group Ltd. | 879 | $374 | 03/31/2024 |
SPGI | 879 | $374 | 03/31/2024 |
Jackson Square Capital LLC | 878 | $374 | 03/31/2024 |
SPGI | 878 | $374 | 03/31/2024 |
CoreCap Advisors LLC | 846 | $373 | 12/31/2023 |
SPGI | 846 | $373 | 12/31/2023 |
Philadelphia Trust Co. | 845 | $372 | 12/31/2023 |
SPGI | 845 | $372 | 12/31/2023 |
JJJ Advisors Inc. | 872 | $371 | 03/31/2024 |
SPGI | 872 | $371 | 03/31/2024 |
Bank of Stockton | 865 | $368 | 03/31/2024 |
SPGI | 865 | $368 | 03/31/2024 |
Portside Wealth Group LLC | 864 | $368 | 03/31/2024 |
SPGI | 864 | $368 | 03/31/2024 |
Eqis Capital Management Inc. | 834 | $367 | 12/31/2023 |
SPGI | 834 | $367 | 12/31/2023 |
Triad Investment Management | 861 | $366 | 03/31/2024 |
SPGI | 861 | $366 | 03/31/2024 |
Linscomb & Williams Inc. | 831 | $366 | 12/31/2023 |
SPGI | 831 | $366 | 12/31/2023 |
Acima Private Wealth LLC | 826 | $364 | 12/31/2023 |
SPGI | 826 | $364 | 12/31/2023 |
Ironwood Investment Management LLC | 816 | $359 | 12/31/2023 |
SPGI | 816 | $359 | 12/31/2023 |
Sapient Capital LLC | 842 | $358 | 03/31/2024 |
SPGI | 842 | $358 | 03/31/2024 |
Hoylecohen LLC | 812 | $358 | 12/31/2023 |
SPGI | 812 | $358 | 12/31/2023 |
Matthew Goff Investment Advisor LLC | 836 | $356 | 03/31/2024 |
SPGI | 836 | $356 | 03/31/2024 |
Capital Asset Advisory Services LLC | 823 | $355 | 03/31/2024 |
SPGI | 823 | $355 | 03/31/2024 |
Meridian Investment Counsel Inc. | 805 | $355 | 12/31/2023 |
SPGI | 805 | $355 | 12/31/2023 |
Change Path LLC | 805 | $355 | 12/31/2023 |
SPGI | 805 | $355 | 12/31/2023 |
3Chopt Investment Partners LLC | 803 | $354 | 12/31/2023 |
SPGI | 803 | $354 | 12/31/2023 |
Financial Network Wealth Management LLC | 800 | $352 | 12/31/2023 |
SPGI | 800 | $352 | 12/31/2023 |
Retirement Solution Inc. | 800 | $352 | 12/31/2023 |
SPGI | 800 | $352 | 12/31/2023 |
Riverwater Partners LLC | 826 | $351 | 03/31/2024 |
SPGI | 826 | $351 | 03/31/2024 |
Waddell & Associates LLC | 797 | $351 | 12/31/2023 |
SPGI | 797 | $351 | 12/31/2023 |
Wrapmanager Inc. | 793 | $349 | 12/31/2023 |
SPGI | 793 | $349 | 12/31/2023 |
Curi Capital | 792 | $349 | 12/31/2023 |
SPGI | 792 | $349 | 12/31/2023 |
Epic Trust Investment Advisors LLC | 818 | $348 | 03/31/2024 |
SPGI | 818 | $348 | 03/31/2024 |
Banco BTG Pactual S.A. | 780 | $345 | 12/31/2023 |
SPGI | 780 | $345 | 12/31/2023 |
Livforsakringsbolaget Skandia Omsesidigt | 810 | $344 | 03/31/2024 |
SPGI | 810 | $344 | 03/31/2024 |
Atlantic Trust LLC | 774 | $341 | 12/31/2023 |
SPGI | 774 | $341 | 12/31/2023 |
Azimuth Capital Investment Management LLC | 775 | $341 | 12/31/2023 |
SPGI | 775 | $341 | 12/31/2023 |
J. L. Bainbridge & Co. Inc. | 771 | $340 | 12/31/2023 |
SPGI | 771 | $340 | 12/31/2023 |
Jump Financial LLC | 772 | $340 | 12/31/2023 |
SPGI | 772 | $340 | 12/31/2023 |
Family Wealth Group LLC | 773 | $340 | 12/31/2023 |
SPGI | 773 | $340 | 12/31/2023 |
Pekin Hardy Strauss Inc. | 797 | $339 | 03/31/2024 |
SPGI | 797 | $339 | 03/31/2024 |
Anchor Capital Advisors LLC | 766 | $337 | 12/31/2023 |
SPGI | 766 | $337 | 12/31/2023 |
Taurus Asset Management LLC | 766 | $337 | 12/31/2023 |
SPGI | 766 | $337 | 12/31/2023 |
Strategy Asset Managers LLC | 789 | $336 | 03/31/2024 |
SPGI | 789 | $336 | 03/31/2024 |
Optas LLC | 789 | $336 | 03/31/2024 |
SPGI | 789 | $336 | 03/31/2024 |
Oarsman Capital Inc. | 763 | $336 | 12/31/2023 |
SPGI | 763 | $336 | 12/31/2023 |
Meadow Creek Wealth Advisors LLC | 787 | $335 | 03/31/2024 |
SPGI | 787 | $335 | 03/31/2024 |
Mill Creek Capital Advisors LLC | 761 | $335 | 12/31/2023 |
SPGI | 761 | $335 | 12/31/2023 |
Symphony Financial Ltd. Co. | 783 | $333 | 03/31/2024 |
SPGI | 783 | $333 | 03/31/2024 |
Childress Capital Advisors LLC | 781 | $332 | 03/31/2024 |
SPGI | 781 | $332 | 03/31/2024 |
Endowment Wealth Management Inc. | 755 | $332 | 12/31/2023 |
SPGI | 755 | $332 | 12/31/2023 |
Ascent Wealth Partners LLC | 779 | $331 | 03/31/2024 |
SPGI | 779 | $331 | 03/31/2024 |
Ledyard National Bank | 749 | $330 | 12/31/2023 |
SPGI | 749 | $330 | 12/31/2023 |
Somerset Group LLC | 750 | $330 | 12/31/2023 |
SPGI | 750 | $330 | 12/31/2023 |
Burford Brothers Inc. | 749 | $330 | 12/31/2023 |
SPGI | 749 | $330 | 12/31/2023 |
Signal Advisors Wealth LLC | 773 | $329 | 03/31/2024 |
SPGI | 773 | $329 | 03/31/2024 |
Brendel Financial Advisors LLC | 772 | $328 | 03/31/2024 |
SPGI | 772 | $328 | 03/31/2024 |
180 Wealth Advisors LLC | 769 | $327 | 03/31/2024 |
SPGI | 769 | $327 | 03/31/2024 |
Capital Advisors Ltd. LLC | 765 | $326 | 03/31/2024 |
SPGI | 765 | $326 | 03/31/2024 |
Warren Averett Asset Management LLC | 740 | $326 | 12/31/2023 |
SPGI | 740 | $326 | 12/31/2023 |
Simmons Bank | 738 | $325 | 12/31/2023 |
SPGI | 738 | $325 | 12/31/2023 |
Capital Planning Advisors LLC | 736 | $324 | 12/31/2023 |
SPGI | 736 | $324 | 12/31/2023 |
Concord Wealth Partners | 760 | $323 | 03/31/2024 |
SPGI | 760 | $323 | 03/31/2024 |
Mitchell Sinkler & Starr PA | 757 | $322 | 03/31/2024 |
SPGI | 757 | $322 | 03/31/2024 |
ArrowMark Colorado Holdings LLC | 731 | $322 | 12/31/2023 |
SPGI | 731 | $322 | 12/31/2023 |
Violich Capital Management Inc. | 750 | $319 | 03/31/2024 |
SPGI | 750 | $319 | 03/31/2024 |
LB Partners LLC | 750 | $319 | 03/31/2024 |
SPGI | 750 | $319 | 03/31/2024 |
Patten & Patten Inc. TN | 724 | $319 | 12/31/2023 |
SPGI | 724 | $319 | 12/31/2023 |
Burney Co. | 720 | $317 | 12/31/2023 |
SPGI | 720 | $317 | 12/31/2023 |
Nwam LLC | 717 | $316 | 12/31/2023 |
SPGI | 717 | $316 | 12/31/2023 |
First Trust Investment Solutions L.P. | 713 | $314 | 12/31/2023 |
SPGI | 713 | $314 | 12/31/2023 |
Integrated Investment Consultants LLC | 736 | $313 | 03/31/2024 |
SPGI | 736 | $313 | 03/31/2024 |
Mayflower Financial Advisors LLC | 736 | $313 | 03/31/2024 |
SPGI | 736 | $313 | 03/31/2024 |
Sculati Wealth Management LLC | 709 | $312 | 12/31/2023 |
SPGI | 709 | $312 | 12/31/2023 |
Gainplan LLC | 732 | $311 | 03/31/2024 |
SPGI | 732 | $311 | 03/31/2024 |
Osborne Partners Capital Management LLC | 725 | $308 | 03/31/2024 |
SPGI | 725 | $308 | 03/31/2024 |
Sandler Capital Management | 700 | $308 | 12/31/2023 |
SPGI | 700 | $308 | 12/31/2023 |
Samalin Investment Counsel LLC | 699 | $308 | 12/31/2023 |
SPGI | 699 | $308 | 12/31/2023 |
M&R Capital Management Inc. | 720 | $305 | 03/31/2024 |
SPGI | 720 | $305 | 03/31/2024 |
City State Bank | 717 | $305 | 03/31/2024 |
SPGI | 717 | $305 | 03/31/2024 |
Biltmore Family Office LLC | 692 | $305 | 12/31/2023 |
SPGI | 692 | $305 | 12/31/2023 |
Sound Financial Strategies Group LLC | 690 | $304 | 12/31/2023 |
SPGI | 690 | $304 | 12/31/2023 |
Wellington Wealth Strategies LLC. | 691 | $304 | 12/31/2023 |
SPGI | 691 | $304 | 12/31/2023 |
Northwest Bancshares Inc. | 709 | $302 | 03/31/2024 |
SPGI | 709 | $302 | 03/31/2024 |
Veracity Capital LLC | 710 | $302 | 03/31/2024 |
SPGI | 710 | $302 | 03/31/2024 |
MJP Associates Inc. ADV | 706 | $300 | 03/31/2024 |
SPGI | 706 | $300 | 03/31/2024 |
Carr Financial Group Corp | 706 | $300 | 03/31/2024 |
SPGI | 706 | $300 | 03/31/2024 |
Eclectic Associates Inc. ADV | 702 | $299 | 03/31/2024 |
SPGI | 702 | $299 | 03/31/2024 |
Values First Advisors Inc. | 702 | $299 | 03/31/2024 |
SPGI | 702 | $299 | 03/31/2024 |
Wealth Architects LLC | 678 | $299 | 12/31/2023 |
SPGI | 678 | $299 | 12/31/2023 |
Bell Investment Advisors Inc | 678 | $299 | 12/31/2023 |
SPGI | 678 | $299 | 12/31/2023 |
Aprio Wealth Management LLC | 699 | $297 | 03/31/2024 |
SPGI | 699 | $297 | 03/31/2024 |
Barnes Pettey Financial Advisors LLC | 698 | $297 | 03/31/2024 |
SPGI | 698 | $297 | 03/31/2024 |
CVA Family Office LLC | 696 | $296 | 03/31/2024 |
SPGI | 696 | $296 | 03/31/2024 |
Appleton Partners Inc. MA | 694 | $295 | 03/31/2024 |
SPGI | 694 | $295 | 03/31/2024 |
Wealthcare Advisory Partners LLC | 693 | $295 | 03/31/2024 |
SPGI | 693 | $295 | 03/31/2024 |
Shufro Rose & Co. LLC | 667 | $294 | 12/31/2023 |
SPGI | 667 | $294 | 12/31/2023 |
Sand Hill Global Advisors LLC | 666 | $293 | 12/31/2023 |
SPGI | 666 | $293 | 12/31/2023 |
Stegent Equity Advisors Inc. | 686 | $292 | 03/31/2024 |
SPGI | 686 | $292 | 03/31/2024 |
Boit C F David | 700 | $291 | 03/31/2024 |
SPGI | 700 | $291 | 03/31/2024 |
Eagle Bay Advisors LLC | 660 | $291 | 12/31/2023 |
SPGI | 660 | $291 | 12/31/2023 |
Ifrah Financial Services Inc. | 682 | $290 | 03/31/2024 |
SPGI | 682 | $290 | 03/31/2024 |
Manchester Capital Management LLC | 681 | $290 | 03/31/2024 |
SPGI | 681 | $290 | 03/31/2024 |
Berry Wealth Group LP | 681 | $290 | 03/31/2024 |
SPGI | 681 | $290 | 03/31/2024 |
Corundum Group Inc. | 680 | $289 | 03/31/2024 |
SPGI | 680 | $289 | 03/31/2024 |
Asahi Life Asset Management CO. LTD. | 680 | $289 | 03/31/2024 |
SPGI | 680 | $289 | 03/31/2024 |
Oxford Asset Management LLP | 656 | $289 | 12/31/2023 |
SPGI | 656 | $289 | 12/31/2023 |
Goodman Advisory Group LLC | 656 | $289 | 12/31/2023 |
SPGI | 656 | $289 | 12/31/2023 |
Grove Bank & Trust | 675 | $287 | 03/31/2024 |
SPGI | 675 | $287 | 03/31/2024 |
Rock Point Advisors LLC | 650 | $286 | 12/31/2023 |
SPGI | 650 | $286 | 12/31/2023 |
Alera Investment Advisors LLC | 647 | $285 | 12/31/2023 |
SPGI | 647 | $285 | 12/31/2023 |
Jaffetilchin Investment Partners LLC | 637 | $281 | 12/31/2023 |
SPGI | 637 | $281 | 12/31/2023 |
Darwin Advisors LLC | 638 | $281 | 12/31/2023 |
SPGI | 638 | $281 | 12/31/2023 |
MQS Management LLC | 638 | $281 | 12/31/2023 |
SPGI | 638 | $281 | 12/31/2023 |
Stablepoint Partners LLC | 656 | $279 | 03/31/2024 |
SPGI | 656 | $279 | 03/31/2024 |
Pasadena Private Wealth LLC | 653 | $278 | 03/31/2024 |
SPGI | 653 | $278 | 03/31/2024 |
Compass Wealth Management LLC | 653 | $278 | 03/31/2024 |
SPGI | 653 | $278 | 03/31/2024 |
Canopy Partners LLC | 631 | $278 | 12/31/2023 |
SPGI | 631 | $278 | 12/31/2023 |
Romano Brothers AND Company | 651 | $277 | 03/31/2024 |
SPGI | 651 | $277 | 03/31/2024 |
David R. Rahn & Associates Inc. | 651 | $277 | 03/31/2024 |
SPGI | 651 | $277 | 03/31/2024 |
TFB Advisors LLC | 660 | $275 | 03/31/2024 |
SPGI | 660 | $275 | 03/31/2024 |
Busey Wealth Management | 643 | $274 | 03/31/2024 |
SPGI | 643 | $274 | 03/31/2024 |
Northstar Asset Management LLC | 633 | $269 | 03/31/2024 |
SPGI | 633 | $269 | 03/31/2024 |
TFC Financial Management | 632 | $269 | 03/31/2024 |
SPGI | 632 | $269 | 03/31/2024 |
VisionPoint Advisory Group LLC | 611 | $269 | 12/31/2023 |
SPGI | 611 | $269 | 12/31/2023 |
VeraBank N.A. | 626 | $266 | 03/31/2024 |
SPGI | 626 | $266 | 03/31/2024 |
Salem Investment Counselors Inc. | 623 | $265 | 03/31/2024 |
SPGI | 623 | $265 | 03/31/2024 |
AMG National Trust Bank | 624 | $265 | 03/31/2024 |
SPGI | 624 | $265 | 03/31/2024 |
New Century Financial Group LLC | 623 | $265 | 03/31/2024 |
SPGI | 623 | $265 | 03/31/2024 |
Provence Wealth Management Group | 601 | $265 | 12/31/2023 |
SPGI | 601 | $265 | 12/31/2023 |
J.W. Cole Advisors Inc. | 619 | $264 | 03/31/2024 |
SPGI | 619 | $264 | 03/31/2024 |
Goldstein Advisors LLC | 599 | $264 | 12/31/2023 |
SPGI | 599 | $264 | 12/31/2023 |
Legacy Advisors LLC | 616 | $262 | 03/31/2024 |
SPGI | 616 | $262 | 03/31/2024 |
ML & R Wealth Management LLC | 594 | $262 | 12/31/2023 |
SPGI | 594 | $262 | 12/31/2023 |
BKD Wealth Advisors LLC | 611 | $260 | 03/31/2024 |
SPGI | 611 | $260 | 03/31/2024 |
Gould Asset Management LLC CA | 608 | $259 | 03/31/2024 |
SPGI | 608 | $259 | 03/31/2024 |
Compass Ion Advisors LLC | 607 | $258 | 03/31/2024 |
SPGI | 607 | $258 | 03/31/2024 |
StrongBox Wealth LLC | 585 | $258 | 03/31/2024 |
SPGI | 585 | $258 | 03/31/2024 |
Red Door Wealth Management LLC | 605 | $257 | 03/31/2024 |
SPGI | 605 | $257 | 03/31/2024 |
Tyche Wealth Partners LLC | 601 | $256 | 03/31/2024 |
SPGI | 601 | $256 | 03/31/2024 |
Focus Financial Network Inc. ADV | 582 | $256 | 12/31/2023 |
SPGI | 582 | $256 | 12/31/2023 |
Ruggaard & Associates LLC | 580 | $256 | 12/31/2023 |
SPGI | 580 | $256 | 12/31/2023 |
Wellspring Financial Advisors LLC | 599 | $255 | 03/31/2024 |
SPGI | 599 | $255 | 03/31/2024 |
Global Retirement Partners LLC | 598 | $254 | 03/31/2024 |
SPGI | 598 | $254 | 03/31/2024 |
Kovitz Investment Group Partners LLC | 577 | $254 | 12/31/2023 |
SPGI | 577 | $254 | 12/31/2023 |
Courage Miller Partners LLC | 595 | $253 | 03/31/2024 |
SPGI | 595 | $253 | 03/31/2024 |
Traveka Wealth LLC | 594 | $253 | 03/31/2024 |
SPGI | 594 | $253 | 03/31/2024 |
Mcdaniel Terry & Co. | 590 | $251 | 03/31/2024 |
SPGI | 590 | $251 | 03/31/2024 |
Affinity Capital Advisors LLC | 588 | $250 | 03/31/2024 |
SPGI | 588 | $250 | 03/31/2024 |
Peterson Wealth Services | 588 | $250 | 03/31/2024 |
SPGI | 588 | $250 | 03/31/2024 |
Diversified Portfolios Inc. | 566 | $249 | 12/31/2023 |
SPGI | 566 | $249 | 12/31/2023 |
Spouting Rock Asset Management LLC | 565 | $249 | 12/31/2023 |
SPGI | 565 | $249 | 12/31/2023 |
Healthcare of Ontario Pension Plan Trust Fund | 562 | $248 | 12/31/2023 |
SPGI | 562 | $248 | 12/31/2023 |
Rosenbaum Jay D. | 563 | $248 | 12/31/2023 |
SPGI | 563 | $248 | 12/31/2023 |
Venture Visionary Partners LLC | 562 | $248 | 12/31/2023 |
SPGI | 562 | $248 | 12/31/2023 |
Atomi Financial Group Inc. | 559 | $246 | 12/31/2023 |
SPGI | 559 | $246 | 12/31/2023 |
Capital Market Strategies LLC | 575 | $245 | 03/31/2024 |
SPGI | 575 | $245 | 03/31/2024 |
Sound View Wealth Advisors Group LLC | 556 | $245 | 12/31/2023 |
SPGI | 556 | $245 | 12/31/2023 |
Journey Strategic Wealth LLC | 551 | $243 | 12/31/2023 |
SPGI | 551 | $243 | 12/31/2023 |
Forbes J M & Co. LLP | 569 | $242 | 03/31/2024 |
SPGI | 569 | $242 | 03/31/2024 |
Convergence Investment Partners LLC | 570 | $242 | 03/31/2024 |
SPGI | 570 | $242 | 03/31/2024 |
IVC Wealth Advisors LLC | 567 | $241 | 03/31/2024 |
SPGI | 567 | $241 | 03/31/2024 |
Financial Alternatives Inc | 548 | $241 | 12/31/2023 |
SPGI | 548 | $241 | 12/31/2023 |
Cidel Asset Management Inc. | 544 | $240 | 12/31/2023 |
SPGI | 544 | $240 | 12/31/2023 |
Dumont & Blake Investment Advisors LLC | 562 | $239 | 03/31/2024 |
SPGI | 562 | $239 | 03/31/2024 |
Ethos Financial Group LLC | 543 | $239 | 12/31/2023 |
SPGI | 543 | $239 | 12/31/2023 |
Sontag Advisory LLC | 555 | $236 | 03/31/2024 |
SPGI | 555 | $236 | 03/31/2024 |
UMA Financial Services Inc. | 578 | $236 | 03/31/2024 |
SPGI | 578 | $236 | 03/31/2024 |
Silver Lake Advisory LLC | 552 | $235 | 03/31/2024 |
SPGI | 552 | $235 | 03/31/2024 |
Vista Wealth Management Group LLC | 552 | $235 | 03/31/2024 |
SPGI | 552 | $235 | 03/31/2024 |
Ruane Cunniff & Goldfarb L.P. | 531 | $234 | 12/31/2023 |
SPGI | 531 | $234 | 12/31/2023 |
Bouchey Financial Group Ltd | 548 | $233 | 03/31/2024 |
SPGI | 548 | $233 | 03/31/2024 |
Principal Street Partners LLC | 529 | $233 | 12/31/2023 |
SPGI | 529 | $233 | 12/31/2023 |
Deseret Mutual Benefit Administrators | 520 | $229 | 12/31/2023 |
SPGI | 520 | $229 | 12/31/2023 |
Great Valley Advisor Group Inc. | 536 | $228 | 03/31/2024 |
SPGI | 536 | $228 | 03/31/2024 |
Eagle Asset Management Inc. | 518 | $228 | 12/31/2023 |
SPGI | 518 | $228 | 12/31/2023 |
XML Financial LLC | 518 | $228 | 12/31/2023 |
SPGI | 518 | $228 | 12/31/2023 |
Thrive Capital Management LLC | 517 | $228 | 12/31/2023 |
SPGI | 517 | $228 | 12/31/2023 |
Sfmg LLC | 514 | $226 | 12/31/2023 |
SPGI | 514 | $226 | 12/31/2023 |
Fulton Breakefield Broenniman LLC | 528 | $225 | 03/31/2024 |
SPGI | 528 | $225 | 03/31/2024 |
Key Financial Inc | 506 | $223 | 03/31/2024 |
SPGI | 506 | $223 | 03/31/2024 |
Lafayette Investments Inc. | 506 | $223 | 12/31/2023 |
SPGI | 506 | $223 | 12/31/2023 |
Meeder Asset Management Inc. | 503 | $222 | 12/31/2023 |
SPGI | 503 | $222 | 12/31/2023 |
Financial Perspectives Inc | 519 | $221 | 03/31/2024 |
SPGI | 519 | $221 | 03/31/2024 |
Five Oceans Advisors | 517 | $220 | 03/31/2024 |
SPGI | 517 | $220 | 03/31/2024 |
Marco Investment Management LLC | 500 | $220 | 12/31/2023 |
SPGI | 500 | $220 | 12/31/2023 |
Veritas Investment Partners UK Ltd. | 500 | $220 | 12/31/2023 |
SPGI | 500 | $220 | 12/31/2023 |
Hill Investment Group Partners LLC | 500 | $220 | 12/31/2023 |
SPGI | 500 | $220 | 12/31/2023 |
Pinnacle Bank | 514 | $219 | 03/31/2024 |
SPGI | 514 | $219 | 03/31/2024 |
Grimes & Company Inc. | 512 | $218 | 03/31/2024 |
SPGI | 512 | $218 | 03/31/2024 |
MGO Private Wealth LLC | 511 | $217 | 03/31/2024 |
SPGI | 511 | $217 | 03/31/2024 |
Personal CFO Solutions LLC | 492 | $217 | 12/31/2023 |
SPGI | 492 | $217 | 12/31/2023 |
Scissortail Wealth Management LLC | 482 | $217 | 12/31/2023 |
SPGI | 482 | $217 | 12/31/2023 |
New Republic Capital LLC | 492 | $217 | 12/31/2023 |
SPGI | 492 | $217 | 12/31/2023 |
Aviso Wealth Management | 492 | $217 | 12/31/2023 |
SPGI | 492 | $217 | 12/31/2023 |
Aveo Capital Partners LLC | 508 | $216 | 03/31/2024 |
SPGI | 508 | $216 | 03/31/2024 |
Worth Financial Advisory Group LLC | 508 | $216 | 03/31/2024 |
SPGI | 508 | $216 | 03/31/2024 |
Moody Aldrich Partners LLC | 506 | $215 | 03/31/2024 |
SPGI | 506 | $215 | 03/31/2024 |
Laffer Tengler Investments | 489 | $215 | 12/31/2023 |
SPGI | 489 | $215 | 12/31/2023 |
Chapin Davis Inc. | 503 | $214 | 03/31/2024 |
SPGI | 503 | $214 | 03/31/2024 |
Aurora Private Wealth Inc. | 500 | $214 | 03/31/2024 |
SPGI | 500 | $214 | 03/31/2024 |
Whalen Wealth Management Inc. | 504 | $214 | 03/31/2024 |
SPGI | 504 | $214 | 03/31/2024 |
Arete Wealth Advisors LLC | 485 | $214 | 12/31/2023 |
SPGI | 485 | $214 | 12/31/2023 |
Ipswich Investment Management Co. Inc. | 501 | $213 | 03/31/2024 |
SPGI | 501 | $213 | 03/31/2024 |
Grant GrossMendelsohn LLC | 490 | $213 | 03/31/2024 |
SPGI | 490 | $213 | 03/31/2024 |
D Orazio & Associates Inc. | 483 | $213 | 12/31/2023 |
SPGI | 483 | $213 | 12/31/2023 |
Montecito Bank & Trust | 498 | $212 | 03/31/2024 |
SPGI | 498 | $212 | 03/31/2024 |
Callan Family Office LLC | 477 | $210 | 12/31/2023 |
SPGI | 477 | $210 | 12/31/2023 |
Trust Co. of Toledo NA OH | 491 | $209 | 03/31/2024 |
SPGI | 491 | $209 | 03/31/2024 |
Wetzel Investment Advisors Inc. | 504 | $208 | 03/31/2024 |
SPGI | 504 | $208 | 03/31/2024 |
RFG Advisory LLC | 486 | $207 | 03/31/2024 |
SPGI | 486 | $207 | 03/31/2024 |
True North Advisors LLC | 487 | $207 | 03/31/2024 |
SPGI | 487 | $207 | 03/31/2024 |
Phillips Wealth Planners LLC | 506 | $207 | 03/31/2024 |
SPGI | 506 | $207 | 03/31/2024 |
EWA LLC | 454 | $206 | 12/31/2023 |
SPGI | 454 | $206 | 12/31/2023 |
West Bancorporation Inc. | 482 | $205 | 03/31/2024 |
SPGI | 482 | $205 | 03/31/2024 |
Hengehold Capital Management LLC | 482 | $205 | 03/31/2024 |
SPGI | 482 | $205 | 03/31/2024 |
Foguth Wealth Management LLC. | 482 | $205 | 03/31/2024 |
SPGI | 482 | $205 | 03/31/2024 |
Interchange Capital Partners LLC | 467 | $205 | 12/31/2023 |
SPGI | 467 | $205 | 12/31/2023 |
Novak & Powell Financial Services Inc. | 466 | $205 | 12/31/2023 |
SPGI | 466 | $205 | 12/31/2023 |
Smith Anglin Financial LLC | 477 | $203 | 03/31/2024 |
SPGI | 477 | $203 | 03/31/2024 |
Cottonwood Capital Advisors LLC | 495 | $203 | 03/31/2024 |
SPGI | 495 | $203 | 03/31/2024 |
Single Point Partners LLC | 475 | $202 | 03/31/2024 |
SPGI | 475 | $202 | 03/31/2024 |
Argonautica Private Wealth Management Inc. | 474 | $202 | 03/31/2024 |
SPGI | 474 | $202 | 03/31/2024 |
Gerber Kawasaki Wealth & Investment Management | 458 | $202 | 12/31/2023 |
SPGI | 458 | $202 | 12/31/2023 |
Bragg Financial Advisors Inc | 457 | $201 | 12/31/2023 |
SPGI | 457 | $201 | 12/31/2023 |
Hendershot Investments Inc. | 470 | $200 | 03/31/2024 |
SPGI | 470 | $200 | 03/31/2024 |
Systematic Alpha Investments LLC | 452 | $199 | 12/31/2023 |
SPGI | 452 | $199 | 12/31/2023 |
Nalls Sherbakoff Group LLC | 447 | $197 | 12/31/2023 |
SPGI | 447 | $197 | 12/31/2023 |
Operose Advisors LLC | 432 | $190 | 12/31/2023 |
SPGI | 432 | $190 | 12/31/2023 |
General Partner Inc. | 441 | $188 | 03/31/2024 |
SPGI | 441 | $188 | 03/31/2024 |
Avalon Trust Co | 422 | $186 | 12/31/2023 |
SPGI | 422 | $186 | 12/31/2023 |
Blue Chip Partners Inc. | 435 | $185 | 03/31/2024 |
SPGI | 435 | $185 | 03/31/2024 |
SYSTM Wealth Solutions LLC | 434 | $185 | 03/31/2024 |
SPGI | 434 | $185 | 03/31/2024 |
Bank of New Hampshire | 433 | $184 | 03/31/2024 |
SPGI | 433 | $184 | 03/31/2024 |
First Command Advisory Services Inc. | 428 | $182 | 03/31/2024 |
SPGI | 428 | $182 | 03/31/2024 |
Planning Capital Management Corp | 418 | $178 | 03/31/2024 |
SPGI | 418 | $178 | 03/31/2024 |
Covestor Ltd | 401 | $177 | 12/31/2023 |
SPGI | 401 | $177 | 12/31/2023 |
Psagot Value Holdings Ltd. Israel | 380 | $168 | 12/31/2023 |
SPGI | 380 | $168 | 12/31/2023 |
EverSource Wealth Advisors LLC | 372 | $164 | 12/31/2023 |
SPGI | 372 | $164 | 12/31/2023 |
Stephens Investment Management Group LLC | 367 | $162 | 12/31/2023 |
SPGI | 367 | $162 | 12/31/2023 |
Osterweis Capital Management Inc. | 346 | $152 | 12/31/2023 |
SPGI | 346 | $152 | 12/31/2023 |
American National Bank | 356 | $151 | 03/31/2024 |
SPGI | 356 | $151 | 03/31/2024 |
Natixis Investment Managers International | 343 | $151 | 12/31/2023 |
SPGI | 343 | $151 | 12/31/2023 |
Halpern Financial Inc. | 350 | $149 | 03/31/2024 |
SPGI | 350 | $149 | 03/31/2024 |
ST Germain D J Co. Inc. | 348 | $148 | 03/31/2024 |
SPGI | 348 | $148 | 03/31/2024 |
Security National Bank | 335 | $143 | 03/31/2024 |
SPGI | 335 | $143 | 03/31/2024 |
Bruce G. Allen Investments LLC | 332 | $141 | 03/31/2024 |
SPGI | 332 | $141 | 03/31/2024 |
Castleview Partners LLC | 321 | $141 | 12/31/2023 |
SPGI | 321 | $141 | 12/31/2023 |
Hilltop National Bank | 330 | $140 | 03/31/2024 |
SPGI | 330 | $140 | 03/31/2024 |
Resurgent Financial Advisors LLC | 317 | $140 | 12/31/2023 |
SPGI | 317 | $140 | 12/31/2023 |
Icon Wealth Advisors LLC | 317 | $140 | 12/31/2023 |
SPGI | 317 | $140 | 12/31/2023 |
Tortoise Investment Management LLC | 314 | $138 | 12/31/2023 |
SPGI | 314 | $138 | 12/31/2023 |
Country Trust Bank | 323 | $137 | 03/31/2024 |
SPGI | 323 | $137 | 03/31/2024 |
Sugarloaf Wealth Management LLC | 316 | $134 | 03/31/2024 |
SPGI | 316 | $134 | 03/31/2024 |
Harvest Fund Management Co. Ltd | 305 | $134 | 12/31/2023 |
SPGI | 305 | $134 | 12/31/2023 |
Accordant Advisory Group Inc | 304 | $129 | 03/31/2024 |
SPGI | 304 | $129 | 03/31/2024 |
HighMark Wealth Management LLC | 300 | $128 | 03/31/2024 |
SPGI | 300 | $128 | 03/31/2024 |
Boyd Watterson Asset Management LLC OH | 299 | $127 | 03/31/2024 |
SPGI | 299 | $127 | 03/31/2024 |
Kelly Lawrence W & Associates Inc. CA | 283 | $125 | 12/31/2023 |
SPGI | 283 | $125 | 12/31/2023 |
Liberty One Investment Management LLC | 291 | $124 | 03/31/2024 |
SPGI | 291 | $124 | 03/31/2024 |
Versant Capital Management Inc | 290 | $123 | 03/31/2024 |
SPGI | 290 | $123 | 03/31/2024 |
DHJJ Financial Advisors Ltd. | 281 | $120 | 03/31/2024 |
SPGI | 281 | $120 | 03/31/2024 |
Tompkins Financial Corp | 280 | $119 | 03/31/2024 |
SPGI | 280 | $119 | 03/31/2024 |
Webster Bank N. A. | 274 | $117 | 03/31/2024 |
SPGI | 274 | $117 | 03/31/2024 |
Harel Insurance Investments & Financial Services Ltd. | 263 | $112 | 03/31/2024 |
SPGI | 263 | $112 | 03/31/2024 |
AJOVista LLC | 246 | $108 | 12/31/2023 |
SPGI | 246 | $108 | 12/31/2023 |
JFS Wealth Advisors LLC | 251 | $107 | 03/31/2024 |
SPGI | 251 | $107 | 03/31/2024 |
Harbour Investments Inc. | 244 | $107 | 12/31/2023 |
SPGI | 244 | $107 | 12/31/2023 |
Annis Gardner Whiting Capital Advisors LLC | 233 | $103 | 12/31/2023 |
SPGI | 233 | $103 | 12/31/2023 |
Ancora Advisors LLC | 232 | $102 | 12/31/2023 |
SPGI | 232 | $102 | 12/31/2023 |
HHM Wealth Advisors LLC | 229 | $101 | 12/31/2023 |
SPGI | 229 | $101 | 12/31/2023 |
Disciplina Capital Management LLC | 229 | $101 | 12/31/2023 |
SPGI | 229 | $101 | 12/31/2023 |
Impact Partnership Wealth LLC | 222 | $98 | 12/31/2023 |
SPGI | 222 | $98 | 12/31/2023 |
Farmers & Merchants Investments Inc. | 228 | $97 | 03/31/2024 |
SPGI | 228 | $97 | 03/31/2024 |
GoalVest Advisory LLC | 221 | $94 | 03/31/2024 |
SPGI | 221 | $94 | 03/31/2024 |
BOK Financial Private Wealth Inc. | 211 | $90 | 03/31/2024 |
SPGI | 211 | $90 | 03/31/2024 |
Tobam | 212 | $90 | 03/31/2024 |
SPGI | 212 | $90 | 03/31/2024 |
West Paces Advisors Inc. | 212 | $90 | 03/31/2024 |
SPGI | 212 | $90 | 03/31/2024 |
Focused Wealth Management Inc | 203 | $89 | 12/31/2023 |
SPGI | 203 | $89 | 12/31/2023 |
Cornerstone Planning Group LLC | 201 | $89 | 12/31/2023 |
SPGI | 201 | $89 | 12/31/2023 |
Princeton Global Asset Management LLC | 200 | $85 | 03/31/2024 |
SPGI | 200 | $85 | 03/31/2024 |
Addison Advisors LLC | 199 | $85 | 03/31/2024 |
SPGI | 199 | $85 | 03/31/2024 |
Rational Advisors LLC | 196 | $83 | 03/31/2024 |
SPGI | 196 | $83 | 03/31/2024 |
Indiana Trust & Investment Management CO | 195 | $83 | 03/31/2024 |
SPGI | 195 | $83 | 03/31/2024 |
PFS Partners LLC | 196 | $83 | 03/31/2024 |
SPGI | 196 | $83 | 03/31/2024 |
ORG Partners LLC | 192 | $82 | 03/31/2024 |
SPGI | 192 | $82 | 03/31/2024 |
Rise Advisors LLC | 183 | $78 | 03/31/2024 |
SPGI | 183 | $78 | 03/31/2024 |
MV Capital Management Inc. | 181 | $77 | 03/31/2024 |
SPGI | 181 | $77 | 03/31/2024 |
Hollencrest Capital Management | 178 | $76 | 03/31/2024 |
SPGI | 178 | $76 | 03/31/2024 |
Arlington Trust Co LLC | 179 | $76 | 03/31/2024 |
SPGI | 179 | $76 | 03/31/2024 |
Mascoma Wealth Management LLC | 169 | $72 | 03/31/2024 |
SPGI | 169 | $72 | 03/31/2024 |
Carmichael Hill & Associates Inc. | 167 | $71 | 03/31/2024 |
SPGI | 167 | $71 | 03/31/2024 |
Evermay Wealth Management LLC | 153 | $67 | 12/31/2023 |
SPGI | 153 | $67 | 12/31/2023 |
Atticus Wealth Management LLC | 154 | $66 | 03/31/2024 |
SPGI | 154 | $66 | 03/31/2024 |
ZRC Wealth Management LLC | 150 | $64 | 03/31/2024 |
SPGI | 150 | $64 | 03/31/2024 |
Mondrian Investment Partners LTD | 144 | $63 | 12/31/2023 |
SPGI | 144 | $63 | 12/31/2023 |
Hall Laurie J Trustee | 145 | $62 | 03/31/2024 |
SPGI | 145 | $62 | 03/31/2024 |
Spartan Planning & Wealth Management | 140 | $62 | 12/31/2023 |
SPGI | 140 | $62 | 12/31/2023 |
Asset Dedication LLC | 144 | $61 | 03/31/2024 |
SPGI | 144 | $61 | 03/31/2024 |
Geo Capital Gestora de Recursos Ltd | 136 | $60 | 12/31/2023 |
SPGI | 136 | $60 | 12/31/2023 |
Clean Yield Group | 133 | $59 | 12/31/2023 |
SPGI | 133 | $59 | 12/31/2023 |
Tradition Wealth Management LLC | 133 | $59 | 12/31/2023 |
SPGI | 133 | $59 | 12/31/2023 |
Geneos Wealth Management Inc. | 126 | $54 | 03/31/2024 |
SPGI | 126 | $54 | 03/31/2024 |
McIlrath & Eck LLC | 123 | $54 | 12/31/2023 |
SPGI | 123 | $54 | 12/31/2023 |
Atlas Capital Advisors LLC | 122 | $52 | 03/31/2024 |
SPGI | 122 | $52 | 03/31/2024 |
Arrow Financial Corp | 118 | $52 | 12/31/2023 |
SPGI | 118 | $52 | 12/31/2023 |
Core Alternative Capital | 118 | $52 | 12/31/2023 |
SPGI | 118 | $52 | 12/31/2023 |
Rosenberg Matthew Hamilton | 120 | $51 | 03/31/2024 |
SPGI | 120 | $51 | 03/31/2024 |
YHB Investment Advisors Inc. | 117 | $50 | 03/31/2024 |
SPGI | 117 | $50 | 03/31/2024 |
Grayhawk Investment Strategies Inc. | 114 | $50 | 12/31/2023 |
SPGI | 114 | $50 | 12/31/2023 |
Horizon Bancorp Inc. IN | 116 | $49 | 03/31/2024 |
SPGI | 116 | $49 | 03/31/2024 |
Armstrong Advisory Group Inc. | 112 | $49 | 03/31/2024 |
SPGI | 112 | $49 | 03/31/2024 |
DT Investment Partners LLC | 107 | $49 | 12/31/2023 |
SPGI | 107 | $49 | 12/31/2023 |
SJS Investment Consulting Inc. | 109 | $46 | 03/31/2024 |
SPGI | 109 | $46 | 03/31/2024 |
Archer Investment Corp | 105 | $46 | 12/31/2023 |
SPGI | 105 | $46 | 12/31/2023 |
FSA Wealth Management LLC | 105 | $46 | 12/31/2023 |
SPGI | 105 | $46 | 12/31/2023 |
New Millennium Group LLC | 104 | $46 | 12/31/2023 |
SPGI | 104 | $46 | 12/31/2023 |
Riverview Trust Co | 105 | $45 | 03/31/2024 |
SPGI | 105 | $45 | 03/31/2024 |
FinTrust Capital Advisors LLC | 105 | $45 | 03/31/2024 |
SPGI | 105 | $45 | 03/31/2024 |
Institutional & Family Asset Management LLC | 103 | $45 | 12/31/2023 |
SPGI | 103 | $45 | 12/31/2023 |
Rain Capital Management LLC | 99 | $44 | 12/31/2023 |
SPGI | 99 | $44 | 12/31/2023 |
Guardian Wealth Management Inc. | 100 | $44 | 12/31/2023 |
SPGI | 100 | $44 | 12/31/2023 |
Oakworth Capital Inc. | 101 | $43 | 03/31/2024 |
SPGI | 101 | $43 | 03/31/2024 |
EdgeRock Capital LLC | 95 | $43 | 12/31/2023 |
SPGI | 95 | $43 | 12/31/2023 |
Greenwood Gearhart Inc. | 96 | $42 | 12/31/2023 |
SPGI | 96 | $42 | 12/31/2023 |
Clarity Asset Management Inc. | 95 | $42 | 12/31/2023 |
SPGI | 95 | $42 | 12/31/2023 |
GPS Wealth Strategies Group LLC | 95 | $40 | 03/31/2024 |
SPGI | 95 | $40 | 03/31/2024 |
West Branch Capital LLC | 94 | $40 | 03/31/2024 |
SPGI | 94 | $40 | 03/31/2024 |
Salomon & Ludwin LLC | 91 | $39 | 03/31/2024 |
SPGI | 91 | $39 | 03/31/2024 |
EnRich Financial Partners LLC | 92 | $39 | 03/31/2024 |
SPGI | 92 | $39 | 03/31/2024 |
Carolinas Wealth Consulting LLC | 88 | $39 | 12/31/2023 |
SPGI | 88 | $39 | 12/31/2023 |
Fortis Group Advisors LLC | 90 | $38 | 03/31/2024 |
SPGI | 90 | $38 | 03/31/2024 |
Bangor Savings Bank | 88 | $37 | 03/31/2024 |
SPGI | 88 | $37 | 03/31/2024 |
Palisade Asset Management LLC | 88 | $37 | 03/31/2024 |
SPGI | 88 | $37 | 03/31/2024 |
MCF Advisors LLC | 87 | $37 | 03/31/2024 |
SPGI | 87 | $37 | 03/31/2024 |
HWG Holdings LP | 85 | $37 | 12/31/2023 |
SPGI | 85 | $37 | 12/31/2023 |
Plato Investment Management Ltd | 85 | $37 | 12/31/2023 |
SPGI | 85 | $37 | 12/31/2023 |
Baystate Wealth Management LLC | 82 | $36 | 12/31/2023 |
SPGI | 82 | $36 | 12/31/2023 |
Frazier Financial Advisors LLC | 82 | $36 | 12/31/2023 |
SPGI | 82 | $36 | 12/31/2023 |
Fortitude Family Office LLC | 82 | $35 | 03/31/2024 |
SPGI | 82 | $35 | 03/31/2024 |
State of Wyoming | 77 | $34 | 12/31/2023 |
SPGI | 77 | $34 | 12/31/2023 |
Aspect Partners LLC | 77 | $34 | 12/31/2023 |
SPGI | 77 | $34 | 12/31/2023 |
Hobbs Group Advisors LLC | 70 | $31 | 12/31/2023 |
SPGI | 70 | $31 | 12/31/2023 |
Kathleen S. Wright Associates Inc. | 72 | $30 | 03/31/2024 |
SPGI | 72 | $30 | 03/31/2024 |
Valued Wealth Advisors LLC | 68 | $29 | 03/31/2024 |
SPGI | 68 | $29 | 03/31/2024 |
Oliver Lagore Vanvalin Investment Group | 64 | $28 | 12/31/2023 |
SPGI | 64 | $28 | 12/31/2023 |
West Tower Group LLC | 63 | $28 | 12/31/2023 |
SPGI | 63 | $28 | 12/31/2023 |
Exchange Traded Concepts LLC | 63 | $27 | 03/31/2024 |
SPGI | 63 | $27 | 03/31/2024 |
Financial Management Professionals Inc. | 63 | $27 | 03/31/2024 |
SPGI | 63 | $27 | 03/31/2024 |
Washington Trust Advisors Inc. | 61 | $27 | 12/31/2023 |
SPGI | 61 | $27 | 12/31/2023 |
Hexagon Capital Partners LLC | 61 | $26 | 03/31/2024 |
SPGI | 61 | $26 | 03/31/2024 |
Pineridge Advisors LLC | 60 | $26 | 12/31/2023 |
SPGI | 60 | $26 | 12/31/2023 |
Pacifica Partners Inc. | 61 | $25 | 03/31/2024 |
SPGI | 61 | $25 | 03/31/2024 |
Private Wealth Management Group LLC | 58 | $25 | 03/31/2024 |
SPGI | 58 | $25 | 03/31/2024 |
Householder Group Estate & Retirement Specialist LLC | 57 | $24 | 03/31/2024 |
SPGI | 57 | $24 | 03/31/2024 |
Northwest Investment Counselors LLC | 53 | $23 | 03/31/2024 |
SPGI | 53 | $23 | 03/31/2024 |
Power Corp of Canada | 52 | $23 | 12/31/2023 |
SPGI | 52 | $23 | 12/31/2023 |
Beaird Harris Wealth Management LLC | 51 | $22 | 12/31/2023 |
SPGI | 51 | $22 | 12/31/2023 |
Long Island Wealth Management Inc. | 49 | $22 | 12/31/2023 |
SPGI | 49 | $22 | 12/31/2023 |
First Pacific Financial | 49 | $21 | 03/31/2024 |
SPGI | 49 | $21 | 03/31/2024 |
Quarry LP | 48 | $21 | 12/31/2023 |
SPGI | 48 | $21 | 12/31/2023 |
Larson Financial Group LLC | 45 | $19 | 03/31/2024 |
SPGI | 45 | $19 | 03/31/2024 |
DSM Capital Partners LLC | 42 | $19 | 12/31/2023 |
SPGI | 42 | $19 | 12/31/2023 |
Bfsg LLC | 42 | $18 | 03/31/2024 |
SPGI | 42 | $18 | 03/31/2024 |
PrairieView Partners LLC | 41 | $18 | 03/31/2024 |
SPGI | 41 | $18 | 03/31/2024 |
Creative Capital Management Investments LLC | 43 | $18 | 03/31/2024 |
SPGI | 43 | $18 | 03/31/2024 |
TCTC Holdings LLC | 41 | $18 | 12/31/2023 |
SPGI | 41 | $18 | 12/31/2023 |
Able Wealth Management LLC | 40 | $18 | 12/31/2023 |
SPGI | 40 | $18 | 12/31/2023 |
Silicon Valley Capital Partners | 40 | $17 | 03/31/2024 |
SPGI | 40 | $17 | 03/31/2024 |
Cape Investment Advisory Inc. | 39 | $17 | 12/31/2023 |
SPGI | 39 | $17 | 12/31/2023 |
Northwest Financial Advisors | 40 | $17 | 12/31/2023 |
SPGI | 40 | $17 | 12/31/2023 |
Valley National Advisers Inc. | 38 | $16 | 03/31/2024 |
SPGI | 38 | $16 | 03/31/2024 |
USA Financial Portformulas Corp | 37 | $16 | 03/31/2024 |
SPGI | 37 | $16 | 03/31/2024 |
Raleigh Capital Management Inc. | 36 | $16 | 12/31/2023 |
SPGI | 36 | $16 | 12/31/2023 |
South State CORP. | 35 | $15 | 03/31/2024 |
SPGI | 35 | $15 | 03/31/2024 |
Stephenson National Bank & Trust | 36 | $15 | 03/31/2024 |
SPGI | 36 | $15 | 03/31/2024 |
Newbridge Financial Services Group Inc. | 34 | $15 | 03/31/2024 |
SPGI | 34 | $15 | 03/31/2024 |
Voisard Asset Management Group Inc. | 35 | $15 | 03/31/2024 |
SPGI | 35 | $15 | 03/31/2024 |
Toth Financial Advisory Corp | 30 | $13 | 03/31/2024 |
SPGI | 30 | $13 | 03/31/2024 |
Annapolis Financial Services LLC | 31 | $13 | 03/31/2024 |
SPGI | 31 | $13 | 03/31/2024 |
Red Tortoise LLC | 30 | $13 | 03/31/2024 |
SPGI | 30 | $13 | 03/31/2024 |
Sachetta LLC | 29 | $13 | 03/31/2024 |
SPGI | 29 | $13 | 03/31/2024 |
Tyler Stone Wealth Management | 30 | $13 | 12/31/2023 |
SPGI | 30 | $13 | 12/31/2023 |
Hazlett Burt & Watson Inc. | 29 | $12 | 03/31/2024 |
SPGI | 29 | $12 | 03/31/2024 |
Financial Gravity Asset Management Inc. | 28 | $12 | 12/31/2023 |
SPGI | 28 | $12 | 12/31/2023 |
Dunhill Financial LLC | 26 | $12 | 12/31/2023 |
SPGI | 26 | $12 | 12/31/2023 |
North Star Investment Management Corp. | 26 | $11 | 03/31/2024 |
SPGI | 26 | $11 | 03/31/2024 |
Hanson & Doremus Investment Management | 25 | $11 | 03/31/2024 |
SPGI | 25 | $11 | 03/31/2024 |
Moisand Fitzgerald Tamayo LLC | 27 | $11 | 03/31/2024 |
SPGI | 27 | $11 | 03/31/2024 |
Northwest Capital Management Inc | 27 | $11 | 03/31/2024 |
SPGI | 27 | $11 | 03/31/2024 |
Cedar Mountain Advisors LLC | 26 | $11 | 03/31/2024 |
SPGI | 26 | $11 | 03/31/2024 |
Thompson Siegel & Walmsley LLC | 25 | $11 | 12/31/2023 |
SPGI | 25 | $11 | 12/31/2023 |
Heritage Wealth Advisors | 25 | $11 | 12/31/2023 |
SPGI | 25 | $11 | 12/31/2023 |
Scarborough Advisors LLC | 24 | $11 | 12/31/2023 |
SPGI | 24 | $11 | 12/31/2023 |
SOA Wealth Advisors LLC. | 22 | $9 | 03/31/2024 |
SPGI | 22 | $9 | 03/31/2024 |
Cambridge Trust Co. | 20 | $9 | 12/31/2023 |
SPGI | 20 | $9 | 12/31/2023 |
First Financialcorp IN | 18 | $8 | 03/31/2024 |
SPGI | 18 | $8 | 03/31/2024 |
Avion Wealth | 17 | $8 | 03/31/2024 |
SPGI | 17 | $8 | 03/31/2024 |
OLD Point Trust & Financial Services N A | 18 | $8 | 12/31/2023 |
SPGI | 18 | $8 | 12/31/2023 |
RFP Financial Group LLC | 19 | $8 | 12/31/2023 |
SPGI | 19 | $8 | 12/31/2023 |
Cherry Tree Wealth Management LLC | 18 | $7 | 03/31/2024 |
SPGI | 18 | $7 | 03/31/2024 |
DiNuzzo Private Wealth Inc. | 16 | $7 | 03/31/2024 |
SPGI | 16 | $7 | 03/31/2024 |
Fairman Group LLC | 17 | $7 | 03/31/2024 |
SPGI | 17 | $7 | 03/31/2024 |
Pin Oak Investment Advisors Inc. | 16 | $7 | 12/31/2023 |
SPGI | 16 | $7 | 12/31/2023 |
Fairfield Bush & CO. | 15 | $7 | 12/31/2023 |
SPGI | 15 | $7 | 12/31/2023 |
Jackson Grant Investment Advisers Inc. | 15 | $7 | 12/31/2023 |
SPGI | 15 | $7 | 12/31/2023 |
Coppell Advisory Solutions LLC | 17 | $7 | 12/31/2023 |
SPGI | 17 | $7 | 12/31/2023 |
Gradient Investments LLC | 13 | $6 | 03/31/2024 |
SPGI | 13 | $6 | 03/31/2024 |
Financial Connections Group Inc. | 14 | $6 | 03/31/2024 |
SPGI | 14 | $6 | 03/31/2024 |
Sittner & Nelson LLC | 14 | $6 | 12/31/2023 |
SPGI | 14 | $6 | 12/31/2023 |
Main Street Group LTD | 13 | $6 | 12/31/2023 |
SPGI | 13 | $6 | 12/31/2023 |
Frank Rimerman Advisors LLC | 13 | $6 | 12/31/2023 |
SPGI | 13 | $6 | 12/31/2023 |
JNBA Financial Advisors | 12 | $5 | 03/31/2024 |
SPGI | 12 | $5 | 03/31/2024 |
Aspire Private Capital LLC | 11 | $5 | 03/31/2024 |
SPGI | 11 | $5 | 03/31/2024 |
Trifecta Capital Advisors LLC | 12 | $5 | 03/31/2024 |
SPGI | 12 | $5 | 03/31/2024 |
Rakuten Securities Inc. | 12 | $5 | 03/31/2024 |
SPGI | 12 | $5 | 03/31/2024 |
Fortis Advisors LLC | 11 | $5 | 12/31/2023 |
SPGI | 11 | $5 | 12/31/2023 |
Front Row Advisors LLC | 12 | $5 | 12/31/2023 |
SPGI | 12 | $5 | 12/31/2023 |
Vermillion & White Wealth Management Group LLC | 11 | $5 | 12/31/2023 |
SPGI | 11 | $5 | 12/31/2023 |
Atwood & Palmer Inc. | 9 | $4 | 03/31/2024 |
SPGI | 9 | $4 | 03/31/2024 |
Redmont Wealth Advisors LLC | 10 | $4 | 03/31/2024 |
SPGI | 10 | $4 | 03/31/2024 |
Jamison Private Wealth Management Inc. | 9 | $4 | 03/31/2024 |
SPGI | 9 | $4 | 03/31/2024 |
Stuart Chaussee & Associates Inc. | 10 | $4 | 12/31/2023 |
SPGI | 10 | $4 | 12/31/2023 |
Global Wealth Management Investment Advisory Inc. | 8 | $4 | 12/31/2023 |
SPGI | 8 | $4 | 12/31/2023 |
Rockbridge Investment Management LCC | 10 | $4 | 12/31/2023 |
SPGI | 10 | $4 | 12/31/2023 |
DB Wealth Management Group LLC | 9 | $4 | 12/31/2023 |
SPGI | 9 | $4 | 12/31/2023 |
Twin Lakes Capital Management LLC | 8 | $4 | 12/31/2023 |
SPGI | 8 | $4 | 12/31/2023 |
Beacon Capital Management LLC | 9 | $4 | 12/31/2023 |
SPGI | 9 | $4 | 12/31/2023 |
Cutler Group LP | $3 | 03/31/2024 | |
Call | 100 | $3 | 03/31/2024 |
Riggs Asset Managment Co. Inc. | 7 | $3 | 03/31/2024 |
SPGI | 7 | $3 | 03/31/2024 |
Wolff Wiese Magana LLC | 8 | $3 | 03/31/2024 |
SPGI | 8 | $3 | 03/31/2024 |
Iron Horse Wealth Management LLC | 6 | $3 | 03/31/2024 |
SPGI | 6 | $3 | 03/31/2024 |
Chilton Capital Management LLC | 7 | $3 | 12/31/2023 |
SPGI | 7 | $3 | 12/31/2023 |
Providence Capital Advisors LLC | 7 | $3 | 12/31/2023 |
SPGI | 7 | $3 | 12/31/2023 |
ICA Group Wealth Management LLC | 6 | $3 | 12/31/2023 |
SPGI | 6 | $3 | 12/31/2023 |
Contravisory Investment Management Inc. | 5 | $2 | 03/31/2024 |
SPGI | 5 | $2 | 03/31/2024 |
Investors Research Corp | 4 | $2 | 03/31/2024 |
SPGI | 4 | $2 | 03/31/2024 |
Sound Income Strategies LLC | 4 | $2 | 03/31/2024 |
SPGI | 4 | $2 | 03/31/2024 |
Tsfg LLC | 5 | $2 | 03/31/2024 |
SPGI | 5 | $2 | 03/31/2024 |
Financial Synergies Wealth Advisors Inc. | 5 | $2 | 03/31/2024 |
SPGI | 5 | $2 | 03/31/2024 |
ClariVest Asset Management LLC | 4 | $2 | 12/31/2023 |
SPGI | 4 | $2 | 12/31/2023 |
Cedar Wealth Management LLC | 4 | $2 | 12/31/2023 |
SPGI | 4 | $2 | 12/31/2023 |
Tucker Asset Management LLC | 4 | $2 | 12/31/2023 |
SPGI | 4 | $2 | 12/31/2023 |
Caitlin John LLC | 5 | $2 | 12/31/2023 |
SPGI | 5 | $2 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 3 | $1 | 03/31/2024 |
SPGI | 3 | $1 | 03/31/2024 |
Retirement Group LLC | 1 | $0 | 03/31/2024 |
SPGI | 1 | $0 | 03/31/2024 |
Plante Moran Financial Advisors LLC | 0 | $0 | 12/31/2023 |
SPGI | 0 | $0 | 12/31/2023 |
Delta Accumulation LLC | $0 | 12/31/2023 | |
Put | 2,100 | $4,811 | 12/31/2023 |
Call | 2,100 | $4,811 | 12/31/2023 |
Delos Wealth Advisors LLC | 1 | $0 | 12/31/2023 |
SPGI | 1 | $0 | 12/31/2023 |
Readystate Asset Management LP | $0 | 12/31/2023 | |
Put | 4,200 | $1,850 | 12/31/2023 |
Call | 4,200 | $1,850 | 12/31/2023 |
Two Sigma Securities LLC | $-98 | 12/31/2023 | |
Put | 8,200 | $3,612 | 12/31/2023 |
Call | 7,500 | $3,304 | 12/31/2023 |
SPGI | 476 | $210 | 12/31/2023 |
Caas Capital Management LP | $-596 | 03/31/2024 | |
Put | 3,800 | $1,617 | 03/31/2024 |
Call | 2,400 | $1,021 | 03/31/2024 |
LMR Partners LLP | $-617 | 12/31/2023 | |
Put | 10,800 | $4,758 | 12/31/2023 |
Call | 9,400 | $4,141 | 12/31/2023 |
Verition Fund Management LLC | $-658 | 12/31/2023 | |
Put | 7,200 | $3,172 | 12/31/2023 |
Call | 3,400 | $1,498 | 12/31/2023 |
SPGI | 2,306 | $1,016 | 12/31/2023 |
Walleye Trading LLC | $-3,876 | 12/31/2023 | |
Put | 54,100 | $23,832 | 12/31/2023 |
Call | 45,300 | $19,956 | 12/31/2023 |
BlueCrest Capital Management Ltd | $-4,354 | 12/31/2023 | |
Put | 10,500 | $4,625 | 12/31/2023 |
SPGI | 615 | $271 | 12/31/2023 |
Point72 Middle East FZE | $-4,493 | 12/31/2023 | |
Put | 19,000 | $8,370 | 12/31/2023 |
Call | 8,800 | $3,877 | 12/31/2023 |
Capstone Investment Advisors LLC | $-4,737 | 03/31/2024 | |
Put | 24,400 | $10,381 | 03/31/2024 |
SPGI | 7,765 | $3,304 | 03/31/2024 |
Call | 5,500 | $2,340 | 03/31/2024 |
Eisler Capital UK Ltd. | $-5,697 | 12/31/2023 | |
Put | 26,434 | $11,645 | 12/31/2023 |
Call | 10,014 | $4,411 | 12/31/2023 |
SPGI | 3,489 | $1,537 | 12/31/2023 |
One River Asset Management LLC | $-6,212 | 12/31/2023 | |
Put | 28,300 | $12,467 | 12/31/2023 |
Call | 14,200 | $6,255 | 12/31/2023 |
PEAK6 Investments LLC | $-11,673 | 12/31/2023 | |
Put | 37,900 | $16,696 | 12/31/2023 |
Call | 11,400 | $5,022 | 12/31/2023 |
SPGI | 3 | $1 | 12/31/2023 |
Parallax Volatility Advisers L.P. | $-16,916 | 12/31/2023 | |
Put | 51,700 | $22,775 | 12/31/2023 |
Call | 13,300 | $5,859 | 12/31/2023 |
Jane Street Group LLC | 33,193 | $-246,122 | 12/31/2023 |
Put | 728,800 | $321,051 | 12/31/2023 |
Call | 136,900 | $60,307 | 12/31/2023 |
SPGI | 33,193 | $14,622 | 12/31/2023 |
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