On this page, we present all of the funds holding SPGI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SPGI, with a link to that fund's top holdings. The next columns indicate the amount of SPGI stock held by each of the funds holding SPGI, followed by the SPGI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 1735 funds holding SPGI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Vanguard Group Inc.. For more details on the positions held by Vanguard Group Inc. (or by any of the other funds holding SPGI), click the fund name in the "Holder" column of the funds-holding-SPGI table below.
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 |
Rothschild & Co Wealth Management UK Ltd | 1,372,778 | $604,736 | 12/31/2023 |
SPGI | 1,372,778 | $604,736 | 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 |
Ninety One UK Ltd | 1,353,767 | $575,960 | 03/31/2024 |
SPGI | 1,353,767 | $575,960 | 03/31/2024 |
Baillie Gifford & Co. | 1,306,606 | $575,586 | 12/31/2023 |
SPGI | 1,306,606 | $575,586 | 12/31/2023 |
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 |
Fiera Capital Corp | 1,023,673 | $450,948 | 12/31/2023 |
SPGI | 1,023,673 | $450,948 | 12/31/2023 |
Envestnet Asset Management Inc. | 1,012,208 | $445,898 | 12/31/2023 |
SPGI | 1,012,208 | $445,898 | 12/31/2023 |
Principal Financial Group Inc. | 1,007,151 | $443,670 | 12/31/2023 |
SPGI | 1,007,151 | $443,670 | 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 |
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 |
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 |
C WorldWide Group Holding A S | 775,605 | $341,670 | 12/31/2023 |
SPGI | 775,605 | $341,670 | 12/31/2023 |
Mawer Investment Management Ltd. | 768,558 | $338,565 | 12/31/2023 |
SPGI | 768,558 | $338,565 | 12/31/2023 |
Sumitomo Mitsui Trust Holdings Inc. | 788,753 | $335,575 | 03/31/2024 |
SPGI | 788,753 | $335,575 | 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 |
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 |
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 |
Findlay Park Partners LLP | 623,620 | $274,717 | 12/31/2023 |
SPGI | 623,620 | $274,717 | 12/31/2023 |
AustralianSuper Pty Ltd | 622,709 | $274,316 | 12/31/2023 |
SPGI | 622,709 | $274,316 | 12/31/2023 |
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 |
FIL Ltd | 590,668 | $260,201 | 12/31/2023 |
SPGI | 590,668 | $260,201 | 12/31/2023 |
California Public Employees Retirement System | 582,300 | $256,515 | 12/31/2023 |
SPGI | 582,300 | $256,515 | 12/31/2023 |
The Manufacturers Life Insurance Company | 579,184 | $255,142 | 12/31/2023 |
SPGI | 579,184 | $255,142 | 12/31/2023 |
Alecta Pensionsforsakring Omsesidigt | 575,000 | $253,339 | 12/31/2023 |
SPGI | 575,000 | $253,339 | 12/31/2023 |
Alliancebernstein L.P. | 568,548 | $250,457 | 12/31/2023 |
SPGI | 568,548 | $250,457 | 12/31/2023 |
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 |
Flossbach Von Storch AG | 508,303 | $223,918 | 12/31/2023 |
SPGI | 508,303 | $223,918 | 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 |
Nordea Investment Management AB | 432,635 | $191,052 | 12/31/2023 |
SPGI | 432,635 | $191,052 | 12/31/2023 |
Allspring Global Investments Holdings LLC | 448,613 | $190,862 | 03/31/2024 |
SPGI | 448,613 | $190,862 | 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 |
Haverford Trust Co. | 392,956 | $173,105 | 12/31/2023 |
SPGI | 392,956 | $173,105 | 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 |
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. | 220,159 | $96,984 | 12/31/2023 |
SPGI | 220,159 | $96,984 | 12/31/2023 |
Massachusetts Financial Services Co. MA | 217,552 | $95,836 | 12/31/2023 |
SPGI | 217,552 | $95,836 | 12/31/2023 |
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 | 196,204 | $86,432 | 12/31/2023 |
SPGI | 196,204 | $86,432 | 12/31/2023 |
Riverbridge Partners LLC | 195,013 | $85,907 | 12/31/2023 |
SPGI | 195,013 | $85,907 | 12/31/2023 |
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 |
SG Americas Securities LLC | 188,565 | $83,067 | 12/31/2023 |
SPGI | 188,565 | $83,067 | 12/31/2023 |
James Hambro & Partners | 187,962 | $82,833 | 12/31/2023 |
SPGI | 187,962 | $82,833 | 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 |
State of New Jersey Common Pension Fund D | 185,477 | $81,706 | 12/31/2023 |
SPGI | 185,477 | $81,706 | 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 |
Chevy Chase Trust Holdings Inc. | 181,383 | $79,903 | 12/31/2023 |
SPGI | 181,383 | $79,903 | 12/31/2023 |
Truist Financial Corp | 179,539 | $79,091 | 12/31/2023 |
SPGI | 179,539 | $79,091 | 12/31/2023 |
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 |
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 |
Candriam Luxembourg S.C.A. | 169,024 | $74,462 | 12/31/2023 |
SPGI | 169,024 | $74,462 | 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 |
Bristol John W & Co. Inc. NY | 164,678 | $72,544 | 12/31/2023 |
SPGI | 164,678 | $72,544 | 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 |
HighTower Advisors LLC | $71,688 | 12/31/2023 | |
SPGI | 162,774 | $71,688 | 12/31/2023 |
Put | 500 | $0 | 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 |
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 |
Mn Services Vermogensbeheer B.V. | 155,165 | $68,353 | 12/31/2023 |
SPGI | 155,165 | $68,353 | 12/31/2023 |
Asset Management One Co. Ltd. | 154,093 | $68,084 | 12/31/2023 |
SPGI | 154,093 | $68,084 | 12/31/2023 |
Gabelli Funds LLC | 152,254 | $67,071 | 12/31/2023 |
SPGI | 152,254 | $67,071 | 12/31/2023 |
Markel Corp | 150,690 | $66,382 | 12/31/2023 |
SPGI | 150,690 | $66,382 | 12/31/2023 |
CDAM UK Ltd | 145,300 | $64,008 | 12/31/2023 |
SPGI | 145,300 | $64,008 | 12/31/2023 |
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 |
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 |
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 |
Howland Capital Management LLC | 107,769 | $47,474 | 12/31/2023 |
SPGI | 107,769 | $47,474 | 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 |
Sandhill Capital Partners LLC | 103,460 | $45,576 | 12/31/2023 |
SPGI | 103,460 | $45,576 | 12/31/2023 |
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 |
BNP Paribas Arbitrage SA | $41,788 | 12/31/2023 | |
SPGI | 169,781 | $74,783 | 12/31/2023 |
Put | 1,313 | $57,840 | 12/31/2023 |
Call | 564 | $24,845 | 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 |
Nisa Investment Advisors LLC | 91,579 | $40,342 | 12/31/2023 |
SPGI | 91,579 | $40,342 | 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 |
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 |
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 |
BI Asset Management Fondsmaeglerselskab A S | 82,997 | $36,562 | 12/31/2023 |
SPGI | 82,997 | $36,562 | 12/31/2023 |
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 |
YCG LLC | 79,813 | $35,159 | 12/31/2023 |
SPGI | 79,813 | $35,159 | 12/31/2023 |
MetLife Investment Management LLC | 79,692 | $35,106 | 12/31/2023 |
SPGI | 79,692 | $35,106 | 12/31/2023 |
Bridges Investment Management Inc. | 79,189 | $34,884 | 12/31/2023 |
SPGI | 79,189 | $34,884 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 79,031 | $34,815 | 12/31/2023 |
SPGI | 79,031 | $34,815 | 12/31/2023 |
1832 Asset Management L.P. | 77,958 | $34,342 | 12/31/2023 |
SPGI | 77,958 | $34,342 | 12/31/2023 |
Rokos Capital Management LLP | 77,514 | $34,163 | 12/31/2023 |
SPGI | 77,514 | $34,163 | 12/31/2023 |
CBOE Vest Financial LLC | 76,862 | $33,859 | 12/31/2023 |
SPGI | 76,862 | $33,859 | 12/31/2023 |
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 |
Texas Permanent School Fund | 74,434 | $32,790 | 12/31/2023 |
SPGI | 74,434 | $32,790 | 12/31/2023 |
Svenska Handelsbanken AB publ | 76,909 | $32,721 | 03/31/2024 |
SPGI | 76,909 | $32,721 | 03/31/2024 |
Mirae Asset Global Investments Co. Ltd. | 73,722 | $32,476 | 12/31/2023 |
SPGI | 73,722 | $32,476 | 12/31/2023 |
Bowie Capital Management LLC | 73,545 | $32,398 | 12/31/2023 |
SPGI | 73,545 | $32,398 | 12/31/2023 |
Retirement Systems of Alabama | 71,406 | $31,456 | 12/31/2023 |
SPGI | 71,406 | $31,456 | 12/31/2023 |
Weitz Investment Management Inc. | 71,375 | $31,442 | 12/31/2023 |
SPGI | 71,375 | $31,442 | 12/31/2023 |
Equitable Trust Co. | 71,297 | $31,408 | 12/31/2023 |
SPGI | 71,297 | $31,408 | 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 |
Teacher Retirement System of Texas | 69,134 | $30,455 | 12/31/2023 |
SPGI | 69,134 | $30,455 | 12/31/2023 |
TIAA Trust National Association | 68,793 | $30,305 | 12/31/2023 |
SPGI | 68,793 | $30,305 | 12/31/2023 |
Janney Montgomery Scott LLC | 68,603 | $30,221 | 12/31/2023 |
SPGI | 68,603 | $30,221 | 12/31/2023 |
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 |
Yousif Capital Management LLC | 62,433 | $27,503 | 12/31/2023 |
SPGI | 62,433 | $27,503 | 12/31/2023 |
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 |
Greenleaf Trust | 59,894 | $26,385 | 12/31/2023 |
SPGI | 59,894 | $26,385 | 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 |
Schonfeld Strategic Advisors LLC | 58,598 | $25,814 | 12/31/2023 |
SPGI | 58,598 | $25,814 | 12/31/2023 |
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. | 57,090 | $25,148 | 12/31/2023 |
SPGI | 57,090 | $25,148 | 12/31/2023 |
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 |
Kornitzer Capital Management Inc. KS | 52,284 | $23,032 | 12/31/2023 |
SPGI | 52,284 | $23,032 | 12/31/2023 |
Payden & Rygel | 51,990 | $22,903 | 12/31/2023 |
SPGI | 51,990 | $22,903 | 12/31/2023 |
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 |
New York Life Investment Management LLC | 50,831 | $22,392 | 12/31/2023 |
SPGI | 50,831 | $22,392 | 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 |
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 |
Pittenger & Anderson Inc. | 48,854 | $21,521 | 12/31/2023 |
SPGI | 48,854 | $21,521 | 12/31/2023 |
Lombard Odier Asset Management Europe Ltd | 48,844 | $21,517 | 12/31/2023 |
SPGI | 48,844 | $21,517 | 12/31/2023 |
Commonwealth Equity Services LLC | 48,287 | $21,272 | 12/31/2023 |
SPGI | 48,287 | $21,272 | 12/31/2023 |
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 |
Smith Salley & Associates | 45,502 | $20,044 | 12/31/2023 |
SPGI | 45,502 | $20,044 | 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 | 44,706 | $19,694 | 12/31/2023 |
SPGI | 44,706 | $19,694 | 12/31/2023 |
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 |
Mutual of America Capital Management LLC | 43,385 | $19,112 | 12/31/2023 |
SPGI | 43,385 | $19,112 | 12/31/2023 |
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 |
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 |
Man Group plc | 40,305 | $17,755 | 12/31/2023 |
SPGI | 40,305 | $17,755 | 12/31/2023 |
Troy Asset Management Ltd | 40,132 | $17,679 | 12/31/2023 |
SPGI | 40,132 | $17,679 | 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 |
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 |
Montag & Caldwell LLC | 37,564 | $16,548 | 12/31/2023 |
SPGI | 37,564 | $16,548 | 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 |
Pinnacle Financial Partners Inc. | 36,843 | $16,230 | 12/31/2023 |
SPGI | 36,843 | $16,230 | 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 |
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 |
Meiji Yasuda Asset Management Co Ltd. | 32,952 | $14,516 | 12/31/2023 |
SPGI | 32,952 | $14,516 | 12/31/2023 |
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 |
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 |
Commerce Bank | 31,091 | $13,696 | 12/31/2023 |
SPGI | 31,091 | $13,696 | 12/31/2023 |
Jackson Hill Advisors LLC | 31,000 | $13,656 | 12/31/2023 |
SPGI | 31,000 | $13,656 | 12/31/2023 |
Huntington National Bank | 30,821 | $13,577 | 12/31/2023 |
SPGI | 30,821 | $13,577 | 12/31/2023 |
Daiwa Securities Group Inc. | 30,732 | $13,538 | 12/31/2023 |
SPGI | 30,732 | $13,538 | 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 |
Fiduciary Trust Co. | 28,714 | $12,649 | 12/31/2023 |
SPGI | 28,714 | $12,649 | 12/31/2023 |
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 |
Bellecapital International Ltd. | 27,639 | $12,176 | 12/31/2023 |
SPGI | 27,639 | $12,176 | 12/31/2023 |
Logan Capital Management Inc. | 27,436 | $12,086 | 12/31/2023 |
SPGI | 27,436 | $12,086 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 27,315 | $12,033 | 12/31/2023 |
SPGI | 27,315 | $12,033 | 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 |
Pinebridge Investments L.P. | 26,466 | $11,659 | 12/31/2023 |
SPGI | 26,466 | $11,659 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 26,372 | $11,617 | 12/31/2023 |
SPGI | 26,372 | $11,617 | 12/31/2023 |
Transcend Wealth Collective LLC | 26,166 | $11,527 | 12/31/2023 |
SPGI | 26,166 | $11,527 | 12/31/2023 |
Gulf International Bank UK Ltd | 27,082 | $11,522 | 03/31/2024 |
SPGI | 27,082 | $11,522 | 03/31/2024 |
Haverford Financial Services Inc. | 26,064 | $11,482 | 12/31/2023 |
SPGI | 26,064 | $11,482 | 12/31/2023 |
Baader Bank INC | 25,993 | $11,450 | 12/31/2023 |
SPGI | 25,993 | $11,450 | 12/31/2023 |
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 |
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 |
Oregon Public Employees Retirement Fund | 25,259 | $11,127 | 12/31/2023 |
SPGI | 25,259 | $11,127 | 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 |
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 |
Pictet North America Advisors SA | 24,043 | $10,591 | 12/31/2023 |
SPGI | 24,043 | $10,591 | 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 |
BLB&B Advisors LLC | 22,669 | $9,986 | 12/31/2023 |
SPGI | 22,669 | $9,986 | 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 |
Whittier Trust Co. of Nevada Inc. | 22,451 | $9,890 | 12/31/2023 |
SPGI | 22,451 | $9,890 | 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 |
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 |
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 |
DAVENPORT & Co LLC | 21,680 | $9,551 | 12/31/2023 |
SPGI | 21,680 | $9,551 | 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 |
Securian Asset Management Inc | 20,578 | $9,065 | 12/31/2023 |
SPGI | 20,578 | $9,065 | 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 |
OFI Invest Asset Management | 20,520 | $9,039 | 12/31/2023 |
SPGI | 20,520 | $9,039 | 12/31/2023 |
Fulcrum Capital LLC | 21,210 | $9,024 | 03/31/2024 |
SPGI | 21,210 | $9,024 | 03/31/2024 |
Lmcg Investments LLC | 20,365 | $8,971 | 12/31/2023 |
SPGI | 20,365 | $8,971 | 12/31/2023 |
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 |
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 |
Kinneret Advisory LLC | 19,575 | $8,623 | 12/31/2023 |
SPGI | 19,575 | $8,623 | 12/31/2023 |
Alberta Investment Management Corp | 19,510 | $8,595 | 12/31/2023 |
SPGI | 19,510 | $8,595 | 12/31/2023 |
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 |
First Horizon Advisors Inc. | 18,886 | $8,320 | 12/31/2023 |
SPGI | 18,886 | $8,320 | 12/31/2023 |
Cinctive Capital Management LP | 18,802 | $8,283 | 12/31/2023 |
SPGI | 18,802 | $8,283 | 12/31/2023 |
Apollon Wealth Management LLC | 18,798 | $8,281 | 12/31/2023 |
SPGI | 18,798 | $8,281 | 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 |
Court Place Advisors LLC | 18,651 | $8,216 | 12/31/2023 |
SPGI | 18,651 | $8,216 | 12/31/2023 |
Academy Capital Management Inc. TX | 18,622 | $8,203 | 12/31/2023 |
SPGI | 18,622 | $8,203 | 12/31/2023 |
Silvant Capital Management LLC | 18,589 | $8,189 | 12/31/2023 |
SPGI | 18,589 | $8,189 | 12/31/2023 |
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 |
Glenmede Trust Co. NA | 18,308 | $8,065 | 12/31/2023 |
SPGI | 18,308 | $8,065 | 12/31/2023 |
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 |
O Brien Greene & Co. Inc | 17,998 | $7,929 | 12/31/2023 |
SPGI | 17,998 | $7,929 | 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 |
Metis Global Partners LLC | 17,722 | $7,807 | 12/31/2023 |
SPGI | 17,722 | $7,807 | 12/31/2023 |
Thematics Asset Management | 17,593 | $7,750 | 12/31/2023 |
SPGI | 17,593 | $7,750 | 12/31/2023 |
Cullen Frost Bankers Inc. | 17,487 | $7,703 | 12/31/2023 |
SPGI | 17,487 | $7,703 | 12/31/2023 |
Janney Capital Management LLC | 17,429 | $7,678 | 12/31/2023 |
SPGI | 17,429 | $7,678 | 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 |
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 |
K.J. Harrison & Partners Inc | 16,593 | $7,310 | 12/31/2023 |
SPGI | 16,593 | $7,310 | 12/31/2023 |
Marks Group Wealth Management Inc | 16,231 | $7,150 | 12/31/2023 |
SPGI | 16,231 | $7,150 | 12/31/2023 |
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 |
First National Trust Co | 15,208 | $6,699 | 12/31/2023 |
SPGI | 15,208 | $6,699 | 12/31/2023 |
Hennion & Walsh Asset Management Inc. | 15,703 | $6,681 | 03/31/2024 |
SPGI | 15,703 | $6,681 | 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 |
Sumitomo Life Insurance Co. | 14,456 | $6,368 | 12/31/2023 |
SPGI | 14,456 | $6,368 | 12/31/2023 |
Taikang Asset Management Hong Kong Co Ltd | 14,446 | $6,364 | 12/31/2023 |
SPGI | 14,446 | $6,364 | 12/31/2023 |
B.O.S.S. Retirement Advisors LLC | 14,359 | $6,325 | 12/31/2023 |
SPGI | 14,359 | $6,325 | 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 |
Bancreek Capital Management LP | 14,166 | $6,240 | 12/31/2023 |
SPGI | 14,166 | $6,240 | 12/31/2023 |
Lombard Odier Asset Management Switzerland SA | 14,152 | $6,234 | 12/31/2023 |
SPGI | 14,152 | $6,234 | 12/31/2023 |
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 |
Camden National Bank | 14,020 | $6,176 | 12/31/2023 |
SPGI | 14,020 | $6,176 | 12/31/2023 |
Fullerton Fund Management Co Ltd. | 13,897 | $6,122 | 12/31/2023 |
SPGI | 13,897 | $6,122 | 12/31/2023 |
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 |
Harbor Advisors LLC | 13,667 | $6,021 | 12/31/2023 |
SPGI | 13,667 | $6,021 | 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 |
Merit Financial Group LLC | 13,384 | $5,896 | 12/31/2023 |
SPGI | 13,384 | $5,896 | 12/31/2023 |
First Western Trust Bank | 13,335 | $5,874 | 12/31/2023 |
SPGI | 13,335 | $5,874 | 12/31/2023 |
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 |
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 |
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 |
Banque Pictet & Cie SA | 12,306 | $5,421 | 12/31/2023 |
SPGI | 12,306 | $5,421 | 12/31/2023 |
Knollwood Investment Advisory LLC | 12,305 | $5,421 | 12/31/2023 |
SPGI | 12,305 | $5,421 | 12/31/2023 |
Mitchell Capital Management Co. | 12,295 | $5,416 | 12/31/2023 |
SPGI | 12,295 | $5,416 | 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 |
Norden Group LLC | 12,544 | $5,339 | 03/31/2024 |
SPGI | 12,544 | $5,339 | 03/31/2024 |
Kestra Private Wealth Services LLC | 12,026 | $5,298 | 12/31/2023 |
SPGI | 12,026 | $5,298 | 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 |
Financial Counselors Inc. | 11,086 | $4,884 | 12/31/2023 |
SPGI | 11,086 | $4,884 | 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 |
Tower Bridge Advisors | 10,971 | $4,833 | 12/31/2023 |
SPGI | 10,971 | $4,833 | 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 |
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 | 10,435 | $4,597 | 12/31/2023 |
SPGI | 10,435 | $4,597 | 12/31/2023 |
Litman Gregory Asset Management LLC | 10,408 | $4,585 | 12/31/2023 |
SPGI | 10,408 | $4,585 | 12/31/2023 |
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 |
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 |
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 |
Stock Yards Bank & Trust Co. | 10,051 | $4,428 | 12/31/2023 |
SPGI | 10,051 | $4,428 | 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 |
Diligent Investors LLC | 9,989 | $4,400 | 12/31/2023 |
SPGI | 9,989 | $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 | 9,907 | $4,365 | 12/31/2023 |
SPGI | 9,907 | $4,365 | 12/31/2023 |
Coronation Fund Managers Ltd. | 9,909 | $4,365 | 12/31/2023 |
SPGI | 9,909 | $4,365 | 12/31/2023 |
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 |
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 |
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 |
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 |
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 |
GHE LLC | 9,050 | $3,987 | 12/31/2023 |
SPGI | 9,050 | $3,987 | 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 |
Meitav Dash Investments Ltd. | 8,734 | $3,854 | 12/31/2023 |
SPGI | 8,734 | $3,854 | 12/31/2023 |
Advisors Capital Management LLC | 8,713 | $3,838 | 12/31/2023 |
SPGI | 8,713 | $3,838 | 12/31/2023 |
Cutler Investment Counsel LLC | 8,693 | $3,829 | 12/31/2023 |
SPGI | 8,693 | $3,829 | 12/31/2023 |
Avantax Advisory Services Inc. | 8,618 | $3,796 | 12/31/2023 |
SPGI | 8,618 | $3,796 | 12/31/2023 |
Brendel Financial Advisors LLC | 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 |
Fortis Capital Management LLC | 8,521 | $3,754 | 12/31/2023 |
SPGI | 8,521 | $3,754 | 12/31/2023 |
Northcape Capital Pty Ltd | 8,520 | $3,753 | 12/31/2023 |
SPGI | 8,520 | $3,753 | 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 |
Impax Asset Management Group plc | 8,422 | $3,710 | 12/31/2023 |
SPGI | 8,422 | $3,710 | 12/31/2023 |
FJ Investments LLC | 8,400 | $3,700 | 12/31/2023 |
SPGI | 8,400 | $3,700 | 12/31/2023 |
UMB Bank N A MO | 8,366 | $3,685 | 12/31/2023 |
SPGI | 8,366 | $3,685 | 12/31/2023 |
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 |
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 |
Illinois Municipal Retirement Fund | 8,044 | $3,544 | 12/31/2023 |
SPGI | 8,044 | $3,544 | 12/31/2023 |
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 |
Van ECK Associates Corp | 7,908 | $3,484 | 12/31/2023 |
SPGI | 7,908 | $3,484 | 12/31/2023 |
Wellington Shields & Co. LLC | 7,900 | $3,480 | 12/31/2023 |
SPGI | 7,900 | $3,480 | 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 |
Hilltop Holdings Inc. | 7,552 | $3,327 | 12/31/2023 |
SPGI | 7,552 | $3,327 | 12/31/2023 |
Invera Wealth Advisors LLC | 7,983 | $3,300 | 03/31/2024 |
SPGI | 7,983 | $3,300 | 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 |
Tokio Marine Asset Management Co. Ltd. | 7,462 | $3,287 | 12/31/2023 |
SPGI | 7,462 | $3,287 | 12/31/2023 |
Settian Capital LP | 7,422 | $3,270 | 12/31/2023 |
SPGI | 7,422 | $3,270 | 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 |
Sequoia Financial Advisors LLC | 7,193 | $3,169 | 12/31/2023 |
SPGI | 7,193 | $3,169 | 12/31/2023 |
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 |
Vantage Investment Partners LLC | 7,058 | $3,109 | 12/31/2023 |
SPGI | 7,058 | $3,109 | 12/31/2023 |
Adviser Investments LLC | 6,964 | $3,068 | 12/31/2023 |
SPGI | 6,964 | $3,068 | 12/31/2023 |
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 |
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 |
Virtu Financial LLC | 6,769 | $2,982 | 12/31/2023 |
SPGI | 6,769 | $2,982 | 12/31/2023 |
Morton Community Bank | 6,764 | $2,980 | 12/31/2023 |
SPGI | 6,764 | $2,980 | 12/31/2023 |
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 |
Linden Thomas Advisory Services LLC | 6,724 | $2,962 | 12/31/2023 |
SPGI | 6,724 | $2,962 | 12/31/2023 |
HRT Financial LP | 6,712 | $2,956 | 12/31/2023 |
SPGI | 6,712 | $2,956 | 12/31/2023 |
Signaturefd LLC | 6,644 | $2,927 | 12/31/2023 |
SPGI | 6,644 | $2,927 | 12/31/2023 |
CAPROCK Group Inc. | 6,608 | $2,911 | 12/31/2023 |
SPGI | 6,608 | $2,911 | 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 |
Empowered Funds LLC | 6,442 | $2,838 | 12/31/2023 |
SPGI | 6,442 | $2,838 | 12/31/2023 |
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 |
Private Advisor Group LLC | 6,052 | $2,666 | 12/31/2023 |
SPGI | 6,052 | $2,666 | 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 |
Regents of The University of California | 6,000 | $2,643 | 12/31/2023 |
SPGI | 6,000 | $2,643 | 12/31/2023 |
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 |
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 |
Trust Co. of Vermont | 5,744 | $2,530 | 12/31/2023 |
SPGI | 5,744 | $2,530 | 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 |
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 |
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 |
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 |
Cohen Klingenstein LLC | 5,400 | $2,297 | 03/31/2024 |
SPGI | 5,400 | $2,297 | 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 |
Consolidated Planning Corp | 5,051 | $2,225 | 12/31/2023 |
SPGI | 5,051 | $2,225 | 12/31/2023 |
AIA Group Ltd | 5,040 | $2,220 | 12/31/2023 |
SPGI | 5,040 | $2,220 | 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 |
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 |
Van Hulzen Asset Management LLC | 4,818 | $2,122 | 12/31/2023 |
SPGI | 4,818 | $2,122 | 12/31/2023 |
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 |
Lederer & Associates Investment Counsel CA | 4,785 | $2,108 | 12/31/2023 |
SPGI | 4,785 | $2,108 | 12/31/2023 |
Resonant Capital Advisors LLC | 4,776 | $2,104 | 12/31/2023 |
SPGI | 4,776 | $2,104 | 12/31/2023 |
Ashford Capital Management Inc. | 4,718 | $2,078 | 12/31/2023 |
SPGI | 4,718 | $2,078 | 12/31/2023 |
Resources Investment Advisors LLC. | 4,655 | $2,051 | 12/31/2023 |
SPGI | 4,655 | $2,051 | 12/31/2023 |
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 |
Parallel Advisors LLC | 4,610 | $2,031 | 12/31/2023 |
SPGI | 4,610 | $2,031 | 12/31/2023 |
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 |
Team Hewins LLC | 4,534 | $1,997 | 12/31/2023 |
SPGI | 4,534 | $1,997 | 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 |
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 |
Jones Financial Companies Lllp | 4,481 | $1,974 | 12/31/2023 |
SPGI | 4,481 | $1,974 | 12/31/2023 |
Geneva Capital Management LLC | 4,482 | $1,974 | 12/31/2023 |
SPGI | 4,482 | $1,974 | 12/31/2023 |
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 |
HB Wealth Management LLC | 4,265 | $1,879 | 12/31/2023 |
SPGI | 4,265 | $1,879 | 12/31/2023 |
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 |
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 |
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 |
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 |
WealthShield Partners LLC | 4,021 | $1,771 | 12/31/2023 |
SPGI | 4,021 | $1,771 | 12/31/2023 |
Comprehensive Financial Consultants Institutional Inc. | 4,018 | $1,770 | 12/31/2023 |
SPGI | 4,018 | $1,770 | 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 |
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 |
Skylands Capital LLC | 3,875 | $1,707 | 12/31/2023 |
SPGI | 3,875 | $1,707 | 12/31/2023 |
Davy Global Fund Management Ltd | 3,860 | $1,700 | 12/31/2023 |
SPGI | 3,860 | $1,700 | 12/31/2023 |
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 |
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 |
Savant Capital LLC | 3,795 | $1,672 | 12/31/2023 |
SPGI | 3,795 | $1,672 | 12/31/2023 |
Nichols & Pratt Advisers LLP MA | 3,792 | $1,670 | 12/31/2023 |
SPGI | 3,792 | $1,670 | 12/31/2023 |
Wealth Alliance | 3,735 | $1,645 | 12/31/2023 |
SPGI | 3,735 | $1,645 | 12/31/2023 |
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 |
Strategic Wealth Partners Group LLC | 3,679 | $1,620 | 12/31/2023 |
SPGI | 3,679 | $1,620 | 12/31/2023 |
Roundview Capital LLC | 3,660 | $1,612 | 12/31/2023 |
SPGI | 3,660 | $1,612 | 12/31/2023 |
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 |
Benjamin Edwards Inc. | 3,594 | $1,583 | 12/31/2023 |
SPGI | 3,594 | $1,583 | 12/31/2023 |
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 |
W.H. Cornerstone Investments Inc. | 3,567 | $1,571 | 12/31/2023 |
SPGI | 3,567 | $1,571 | 12/31/2023 |
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 |
Schechter Investment Advisors LLC | 3,488 | $1,537 | 12/31/2023 |
SPGI | 3,488 | $1,537 | 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 |
Proequities Inc. | $1,506 | 12/31/2023 | |
SPGI | 3,418 | $1,506 | 12/31/2023 |
Put | 0 | $0 | 12/31/2023 |
Call | 0 | $0 | 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 |
Fosun International Ltd | 3,360 | $1,480 | 12/31/2023 |
SPGI | 3,360 | $1,480 | 12/31/2023 |
OLD National Bancorp IN | 3,472 | $1,477 | 03/31/2024 |
SPGI | 3,472 | $1,477 | 03/31/2024 |
Cary Street Partners Investment Advisory LLC | 3,343 | $1,473 | 12/31/2023 |
SPGI | 3,343 | $1,473 | 12/31/2023 |
BancorpSouth Bank | 3,340 | $1,471 | 12/31/2023 |
SPGI | 3,340 | $1,471 | 12/31/2023 |
Csenge Advisory Group | 3,338 | $1,470 | 12/31/2023 |
SPGI | 3,338 | $1,470 | 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 |
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 |
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 |
Abundance Wealth Counselors | 3,206 | $1,364 | 03/31/2024 |
SPGI | 3,206 | $1,364 | 03/31/2024 |
GSA Capital Partners LLP | 3,069 | $1,352 | 12/31/2023 |
SPGI | 3,069 | $1,352 | 12/31/2023 |
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 |
Alpine Woods Capital Investors LLC | 3,050 | $1,344 | 12/31/2023 |
SPGI | 3,050 | $1,344 | 12/31/2023 |
Dorsey & Whitney Trust CO LLC | 3,047 | $1,342 | 12/31/2023 |
SPGI | 3,047 | $1,342 | 12/31/2023 |
FDx Advisors Inc. | 3,046 | $1,342 | 12/31/2023 |
SPGI | 3,046 | $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 |
Perigon Wealth Management LLC | 3,039 | $1,339 | 12/31/2023 |
SPGI | 3,039 | $1,339 | 12/31/2023 |
Nations Financial Group Inc. IA ADV | 3,131 | $1,332 | 03/31/2024 |
SPGI | 3,131 | $1,332 | 03/31/2024 |
Snider Financial Group | 3,011 | $1,326 | 12/31/2023 |
SPGI | 3,011 | $1,326 | 12/31/2023 |
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 |
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 |
Western Wealth Management LLC | 2,865 | $1,262 | 12/31/2023 |
SPGI | 2,865 | $1,262 | 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 |
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 |
Lecap Asset Management Ltd. | 2,837 | $1,207 | 03/31/2024 |
SPGI | 2,837 | $1,207 | 03/31/2024 |
Kanawha Capital Management LLC | 2,733 | $1,204 | 12/31/2023 |
SPGI | 2,733 | $1,204 | 12/31/2023 |
Moore Capital Management LP | 2,703 | $1,191 | 12/31/2023 |
SPGI | 2,703 | $1,191 | 12/31/2023 |
Conestoga Capital Advisors LLC | 2,702 | $1,190 | 12/31/2023 |
SPGI | 2,702 | $1,190 | 12/31/2023 |
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 |
Clarius Group LLC | 2,702 | $1,150 | 03/31/2024 |
SPGI | 2,702 | $1,150 | 03/31/2024 |
Putnam FL Investment Management Co. | 2,591 | $1,141 | 12/31/2023 |
SPGI | 2,591 | $1,141 | 12/31/2023 |
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 |
Gilliland Jeter Wealth Management LLC | 2,572 | $1,133 | 12/31/2023 |
SPGI | 2,572 | $1,133 | 12/31/2023 |
UniSuper Management Pty Ltd | 2,560 | $1,128 | 12/31/2023 |
SPGI | 2,560 | $1,128 | 12/31/2023 |
Highview Capital Management LLC DE | 2,555 | $1,126 | 12/31/2023 |
SPGI | 2,555 | $1,126 | 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 |
Pinnacle Associates Ltd. | 2,517 | $1,109 | 12/31/2023 |
SPGI | 2,517 | $1,109 | 12/31/2023 |
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 |
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 |
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 |
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 |
Schmidt P J Investment Management Inc. | 2,329 | $1,040 | 12/31/2023 |
SPGI | 2,329 | $1,040 | 12/31/2023 |
Rossmore Private Capital | 2,360 | $1,040 | 12/31/2023 |
SPGI | 2,360 | $1,040 | 12/31/2023 |
Accretive Wealth Partners LLC | 2,348 | $1,034 | 12/31/2023 |
SPGI | 2,348 | $1,034 | 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 |
Gryphon Financial Partners LLC | 2,354 | $1,018 | 12/31/2023 |
SPGI | 2,354 | $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 |
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 |
Entropy Technologies LP | 2,187 | $963 | 12/31/2023 |
SPGI | 2,187 | $963 | 12/31/2023 |
Rehmann Capital Advisory Group | 2,165 | $954 | 12/31/2023 |
SPGI | 2,165 | $954 | 12/31/2023 |
Colonial Trust Co SC | 2,163 | $953 | 12/31/2023 |
SPGI | 2,163 | $953 | 12/31/2023 |
Summit Global Investments | 2,147 | $946 | 12/31/2023 |
SPGI | 2,147 | $946 | 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 |
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 |
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 |
Rockline Wealth Management LLC | 2,049 | $903 | 12/31/2023 |
SPGI | 2,049 | $903 | 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 |
Mission Wealth Management LP | 2,028 | $893 | 12/31/2023 |
SPGI | 2,028 | $893 | 12/31/2023 |
Prestige Wealth Management Group LLC | 2,023 | $891 | 12/31/2023 |
SPGI | 2,023 | $891 | 12/31/2023 |
Mitchell Sinkler & Starr PA | 2,009 | $885 | 12/31/2023 |
SPGI | 2,009 | $885 | 12/31/2023 |
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 |
Conning Inc. | 1,940 | $855 | 12/31/2023 |
SPGI | 1,940 | $855 | 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 |
Guardian Wealth Advisors LLC | 1,915 | $843 | 12/31/2023 |
SPGI | 1,915 | $843 | 12/31/2023 |
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 |
Ronald Blue Trust Inc. | 1,900 | $837 | 12/31/2023 |
SPGI | 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 |
Magnolia Capital Advisors LLC | 1,834 | $834 | 12/31/2023 |
SPGI | 1,834 | $834 | 12/31/2023 |
Mcdonald Partners LLC | 1,952 | $831 | 03/31/2024 |
SPGI | 1,952 | $831 | 03/31/2024 |
Continuum Advisory LLC | 1,867 | $823 | 12/31/2023 |
SPGI | 1,867 | $823 | 12/31/2023 |
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 |
VCI Wealth Management LLC | 1,852 | $816 | 12/31/2023 |
SPGI | 1,852 | $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 |
Townsend Asset Management Corp NC ADV | 1,845 | $813 | 12/31/2023 |
SPGI | 1,845 | $813 | 12/31/2023 |
Financial Advocates Investment Management | 1,845 | $813 | 12/31/2023 |
SPGI | 1,845 | $813 | 12/31/2023 |
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 |
NewEdge Wealth LLC | 1,831 | $807 | 12/31/2023 |
SPGI | 1,831 | $807 | 12/31/2023 |
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 |
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 |
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 |
9258 Wealth Management LLC | 1,758 | $774 | 12/31/2023 |
SPGI | 1,758 | $774 | 12/31/2023 |
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 |
Aspire Wealth Management Corp | 1,739 | $766 | 12/31/2023 |
SPGI | 1,739 | $766 | 12/31/2023 |
Covenant Partners LLC | 1,735 | $764 | 12/31/2023 |
SPGI | 1,735 | $764 | 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 |
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 |
Redwood Investment Management LLC | 1,645 | $738 | 12/31/2023 |
SPGI | 1,645 | $738 | 12/31/2023 |
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 |
Wsfs Capital Management LLC | 1,636 | $721 | 12/31/2023 |
SPGI | 1,636 | $721 | 12/31/2023 |
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 |
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 |
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 |
RiverPark Advisors LLC | 1,615 | $711 | 12/31/2023 |
SPGI | 1,615 | $711 | 12/31/2023 |
Fidelis Capital Partners LLC | 1,609 | $709 | 12/31/2023 |
SPGI | 1,609 | $709 | 12/31/2023 |
Steward Partners Investment Solutions LLC | 1,605 | $707 | 12/31/2023 |
SPGI | 1,605 | $707 | 12/31/2023 |
PDS Planning Inc | 1,604 | $707 | 12/31/2023 |
SPGI | 1,604 | $707 | 12/31/2023 |
Beach Investment Counsel Inc. PA | 1,600 | $705 | 03/31/2024 |
SPGI | 1,600 | $705 | 03/31/2024 |
Lincoln National Corp | 1,595 | $703 | 12/31/2023 |
SPGI | 1,595 | $703 | 12/31/2023 |
Kendall Capital Management | 1,595 | $703 | 12/31/2023 |
SPGI | 1,595 | $703 | 12/31/2023 |
ORG Partners LLC | 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 |
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 |
Arkadios Wealth Advisors | 1,523 | $671 | 12/31/2023 |
SPGI | 1,523 | $671 | 12/31/2023 |
Moseley Investment Management Inc. | 1,570 | $668 | 03/31/2024 |
SPGI | 1,570 | $668 | 03/31/2024 |
Dividend Assets Capital LLC | 1,511 | $666 | 12/31/2023 |
SPGI | 1,511 | $666 | 12/31/2023 |
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 |
Spinnaker Trust | 1,497 | $659 | 12/31/2023 |
SPGI | 1,497 | $659 | 12/31/2023 |
Oak Harbor Wealth Partners LLC | 1,524 | $649 | 03/31/2024 |
SPGI | 1,524 | $649 | 03/31/2024 |
Dana Investment Advisors Inc. | 1,470 | $648 | 12/31/2023 |
SPGI | 1,470 | $648 | 12/31/2023 |
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 |
JNB Advisors LLC | 1,449 | $638 | 12/31/2023 |
SPGI | 1,449 | $638 | 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 |
Prossimo Advisors LLC | 1,439 | $634 | 12/31/2023 |
SPGI | 1,439 | $634 | 12/31/2023 |
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 |
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 |
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 |
Mutual Advisors LLC | 1,396 | $615 | 12/31/2023 |
SPGI | 1,396 | $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 |
Naples Global Advisors LLC | 1,374 | $605 | 12/31/2023 |
SPGI | 1,374 | $605 | 12/31/2023 |
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 |
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 |
Meritage Portfolio Management | 1,350 | $595 | 12/31/2023 |
SPGI | 1,350 | $595 | 12/31/2023 |
Hollencrest Capital Management | 1,351 | $595 | 12/31/2023 |
SPGI | 1,351 | $595 | 12/31/2023 |
United Community Bank | 1,350 | $595 | 12/31/2023 |
SPGI | 1,350 | $595 | 12/31/2023 |
Smartleaf Asset Management LLC | 1,330 | $594 | 12/31/2023 |
SPGI | 1,330 | $594 | 12/31/2023 |
Catalytic Wealth RIA LLC | 1,343 | $592 | 12/31/2023 |
SPGI | 1,343 | $592 | 12/31/2023 |
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 |
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 |
Trueblood Wealth Management LLC | 1,284 | $566 | 12/31/2023 |
SPGI | 1,284 | $566 | 12/31/2023 |
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 |
Pinnacle Wealth Management Advisory Group LLC | 1,246 | $549 | 12/31/2023 |
SPGI | 1,246 | $549 | 12/31/2023 |
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 |
Wambolt & Associates LLC | 1,229 | $541 | 12/31/2023 |
SPGI | 1,229 | $541 | 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 |
Joule Financial LLC | 1,218 | $537 | 12/31/2023 |
SPGI | 1,218 | $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 |
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 |
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 |
Sigma Planning Corp | 1,176 | $518 | 12/31/2023 |
SPGI | 1,176 | $518 | 12/31/2023 |
Institute for Wealth Management LLC. | 1,174 | $517 | 12/31/2023 |
SPGI | 1,174 | $517 | 12/31/2023 |
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 |
First Interstate Bank | 1,155 | $509 | 12/31/2023 |
SPGI | 1,155 | $509 | 12/31/2023 |
Gilbert & Cook Inc. | 1,152 | $507 | 12/31/2023 |
SPGI | 1,152 | $507 | 12/31/2023 |
Coho Partners Ltd. | 1,149 | $506 | 12/31/2023 |
SPGI | 1,149 | $506 | 12/31/2023 |
CWS Financial Advisors LLC | 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 |
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 |
Beacon Bridge Wealth Partners LLC | 1,134 | $499 | 12/31/2023 |
SPGI | 1,134 | $499 | 12/31/2023 |
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 |
Centerpoint Advisors LLC | 1,127 | $496 | 12/31/2023 |
SPGI | 1,127 | $496 | 12/31/2023 |
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 |
Sheaff Brock Investment Advisors LLC | 1,117 | $492 | 12/31/2023 |
SPGI | 1,117 | $492 | 12/31/2023 |
Smith Shellnut Wilson LLC ADV | 1,114 | $491 | 12/31/2023 |
SPGI | 1,114 | $491 | 12/31/2023 |
Legacy Financial Advisors Inc. | 1,112 | $490 | 12/31/2023 |
SPGI | 1,112 | $490 | 12/31/2023 |
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 |
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 |
Chicago Partners Investment Group LLC | 1,145 | $473 | 03/31/2024 |
SPGI | 1,145 | $473 | 03/31/2024 |
Welch & Forbes LLC | 1,070 | $471 | 12/31/2023 |
SPGI | 1,070 | $471 | 12/31/2023 |
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 |
Proficio Capital Partners 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 |
Callan Capital LLC | 1,042 | $459 | 12/31/2023 |
SPGI | 1,042 | $459 | 12/31/2023 |
Carnegie Capital Asset Management LLC | 1,035 | $456 | 12/31/2023 |
SPGI | 1,035 | $456 | 12/31/2023 |
L2 Asset Management LLC | 1,030 | $454 | 12/31/2023 |
SPGI | 1,030 | $454 | 12/31/2023 |
Abbrea Capital LLC | 1,027 | $452 | 12/31/2023 |
SPGI | 1,027 | $452 | 12/31/2023 |
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 |
Kingswood Wealth Advisors LLC | 1,047 | $445 | 03/31/2024 |
SPGI | 1,047 | $445 | 03/31/2024 |
Accel Wealth Management | 1,043 | $444 | 03/31/2024 |
SPGI | 1,043 | $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 |
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 |
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 |
Parkside Financial Bank & Trust | 986 | $434 | 12/31/2023 |
SPGI | 986 | $434 | 12/31/2023 |
CNB Bank | 980 | $432 | 12/31/2023 |
SPGI | 980 | $432 | 12/31/2023 |
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 |
Regent Peak Wealth Advisors LLC | 966 | $426 | 12/31/2023 |
SPGI | 966 | $426 | 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 |
Commerzbank Aktiengesellschaft FI | 957 | $422 | 12/31/2023 |
SPGI | 957 | $422 | 12/31/2023 |
Richardson Financial Services Inc. | 956 | $421 | 12/31/2023 |
SPGI | 956 | $421 | 12/31/2023 |
Fiduciary Group LLC | 950 | $418 | 12/31/2023 |
SPGI | 950 | $418 | 12/31/2023 |
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 |
Gladstone Institutional Advisory LLC | 936 | $412 | 12/31/2023 |
SPGI | 936 | $412 | 12/31/2023 |
Consolidated Portfolio Review Corp | 926 | $408 | 12/31/2023 |
SPGI | 926 | $408 | 12/31/2023 |
Cornerstone Wealth Advisors Inc. | 955 | $406 | 03/31/2024 |
SPGI | 955 | $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 |
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 |
Quent Capital LLC | 897 | $395 | 12/31/2023 |
SPGI | 897 | $395 | 12/31/2023 |
Integrated Advisors Network LLC | 894 | $394 | 12/31/2023 |
SPGI | 894 | $394 | 12/31/2023 |
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 |
Houlihan Financial Resource Group Ltd. | 879 | $387 | 12/31/2023 |
SPGI | 879 | $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 |
Riverwater Partners LLC | 857 | $378 | 12/31/2023 |
SPGI | 857 | $378 | 12/31/2023 |
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 |
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 |
Pekin Hardy Strauss Inc. | 797 | $351 | 12/31/2023 |
SPGI | 797 | $351 | 12/31/2023 |
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 |
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 |
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 |
Sontag Advisory LLC | 751 | $331 | 12/31/2023 |
SPGI | 751 | $331 | 12/31/2023 |
Ledyard National Bank | 749 | $330 | 12/31/2023 |
SPGI | 749 | $330 | 12/31/2023 |
Violich Capital Management Inc. | 750 | $330 | 12/31/2023 |
SPGI | 750 | $330 | 12/31/2023 |
Ascent Wealth Partners LLC | 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 |
LB Partners LLC | 750 | $330 | 12/31/2023 |
SPGI | 750 | $330 | 12/31/2023 |
Signal Advisors Wealth LLC | 773 | $329 | 03/31/2024 |
SPGI | 773 | $329 | 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 |
Strategy Asset Managers LLC | 738 | $325 | 12/31/2023 |
SPGI | 738 | $325 | 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 |
Legacy Advisors LLC | 735 | $324 | 12/31/2023 |
SPGI | 735 | $324 | 12/31/2023 |
ArrowMark Colorado Holdings LLC | 731 | $322 | 12/31/2023 |
SPGI | 731 | $322 | 12/31/2023 |
Gainplan LLC | 732 | $322 | 12/31/2023 |
SPGI | 732 | $322 | 12/31/2023 |
Concord Wealth Partners | 727 | $320 | 12/31/2023 |
SPGI | 727 | $320 | 12/31/2023 |
Osborne Partners Capital Management LLC | 725 | $319 | 12/31/2023 |
SPGI | 725 | $319 | 12/31/2023 |
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 |
Mayflower Financial Advisors LLC | 714 | $315 | 12/31/2023 |
SPGI | 714 | $315 | 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 |
Northwest Bancshares Inc. | 710 | $313 | 12/31/2023 |
SPGI | 710 | $313 | 12/31/2023 |
Sculati Wealth Management LLC | 709 | $312 | 12/31/2023 |
SPGI | 709 | $312 | 12/31/2023 |
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 |
Barnes Pettey Financial Advisors LLC | 698 | $307 | 12/31/2023 |
SPGI | 698 | $307 | 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 |
Veracity Capital LLC | 710 | $302 | 03/31/2024 |
SPGI | 710 | $302 | 03/31/2024 |
Morris Retirement Advisors LLC | 686 | $302 | 12/31/2023 |
SPGI | 686 | $302 | 12/31/2023 |
Boit C F David | 700 | $301 | 12/31/2023 |
SPGI | 700 | $301 | 12/31/2023 |
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 |
Ifrah Financial Services Inc. | 680 | $300 | 12/31/2023 |
SPGI | 680 | $300 | 12/31/2023 |
Asahi Life Asset Management CO. LTD. | 680 | $300 | 12/31/2023 |
SPGI | 680 | $300 | 12/31/2023 |
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 |
AMG National Trust Bank | 675 | $297 | 12/31/2023 |
SPGI | 675 | $297 | 12/31/2023 |
Grove Bank & Trust | 675 | $297 | 12/31/2023 |
SPGI | 675 | $297 | 12/31/2023 |
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 |
Eagle Bay Advisors LLC | 660 | $291 | 12/31/2023 |
SPGI | 660 | $291 | 12/31/2023 |
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 |
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 |
Jennison Associates LLC | 651 | $287 | 12/31/2023 |
SPGI | 651 | $287 | 12/31/2023 |
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 |
Smart Money Group LLC | 641 | $282 | 12/31/2023 |
SPGI | 641 | $282 | 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 |
Northstar Asset Management LLC | 633 | $279 | 12/31/2023 |
SPGI | 633 | $279 | 12/31/2023 |
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 |
TFC Financial Management | 630 | $278 | 12/31/2023 |
SPGI | 630 | $278 | 12/31/2023 |
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 |
VeraBank N.A. | 626 | $276 | 12/31/2023 |
SPGI | 626 | $276 | 12/31/2023 |
Busey Wealth Management | 643 | $274 | 03/31/2024 |
SPGI | 643 | $274 | 03/31/2024 |
Vista Wealth Management Group LLC | 620 | $273 | 12/31/2023 |
SPGI | 620 | $273 | 12/31/2023 |
Manchester Capital Management LLC | 618 | $272 | 12/31/2023 |
SPGI | 618 | $272 | 12/31/2023 |
VisionPoint Advisory Group LLC | 611 | $269 | 12/31/2023 |
SPGI | 611 | $269 | 12/31/2023 |
Gould Asset Management LLC CA | 608 | $268 | 12/31/2023 |
SPGI | 608 | $268 | 12/31/2023 |
Salem Investment Counselors Inc. | 623 | $265 | 03/31/2024 |
SPGI | 623 | $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 |
Goldstein Advisors LLC | 599 | $264 | 12/31/2023 |
SPGI | 599 | $264 | 12/31/2023 |
Wellspring Financial Advisors LLC | 594 | $262 | 12/31/2023 |
SPGI | 594 | $262 | 12/31/2023 |
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 |
Compass Ion Advisors LLC | 607 | $258 | 03/31/2024 |
SPGI | 607 | $258 | 03/31/2024 |
StrongBox Wealth LLC | 585 | $258 | 12/31/2023 |
SPGI | 585 | $258 | 12/31/2023 |
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 |
Great Valley Advisor Group Inc. | 581 | $256 | 12/31/2023 |
SPGI | 581 | $256 | 12/31/2023 |
Ruggaard & Associates LLC | 580 | $256 | 12/31/2023 |
SPGI | 580 | $256 | 12/31/2023 |
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 |
Peterson Wealth Services | 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 |
Convergence Investment Partners LLC | 574 | $253 | 12/31/2023 |
SPGI | 574 | $253 | 12/31/2023 |
Affinity Capital Advisors LLC | 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 |
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 |
RSM US Wealth Management LLC | 542 | $239 | 12/31/2023 |
SPGI | 542 | $239 | 12/31/2023 |
Ethos Financial Group LLC | 543 | $239 | 12/31/2023 |
SPGI | 543 | $239 | 12/31/2023 |
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 |
Fulton Breakefield Broenniman LLC | 533 | $235 | 12/31/2023 |
SPGI | 533 | $235 | 12/31/2023 |
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 |
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 |
Mcdaniel Terry & Co. | 515 | $227 | 12/31/2023 |
SPGI | 515 | $227 | 12/31/2023 |
Sfmg LLC | 514 | $226 | 12/31/2023 |
SPGI | 514 | $226 | 12/31/2023 |
Worth Financial Advisory Group LLC | 511 | $225 | 12/31/2023 |
SPGI | 511 | $225 | 12/31/2023 |
Lafayette Investments Inc. | 506 | $223 | 12/31/2023 |
SPGI | 506 | $223 | 12/31/2023 |
Key Financial 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 |
First Command Advisory Services Inc. | 501 | $221 | 12/31/2023 |
SPGI | 501 | $221 | 12/31/2023 |
Five Oceans Advisors | 517 | $220 | 03/31/2024 |
SPGI | 517 | $220 | 03/31/2024 |
Wulff Hansen & CO. | 500 | $220 | 12/31/2023 |
SPGI | 500 | $220 | 12/31/2023 |
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 |
Laffer Tengler Investments | 489 | $215 | 12/31/2023 |
SPGI | 489 | $215 | 12/31/2023 |
Aveo Capital Partners LLC | 489 | $215 | 12/31/2023 |
SPGI | 489 | $215 | 12/31/2023 |
Cottonwood Capital Advisors LLC | 488 | $215 | 12/31/2023 |
SPGI | 488 | $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 |
EWA LLC | 454 | $206 | 12/31/2023 |
SPGI | 454 | $206 | 12/31/2023 |
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 |
Moloney Securities Asset Management LLC | 460 | $203 | 12/31/2023 |
SPGI | 460 | $203 | 12/31/2023 |
Single Point Partners LLC | 475 | $202 | 03/31/2024 |
SPGI | 475 | $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 |
J.W. Cole 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 |
SYSTM Wealth Solutions LLC | 437 | $193 | 12/31/2023 |
SPGI | 437 | $193 | 12/31/2023 |
Glassman Wealth Services | 433 | $191 | 12/31/2023 |
SPGI | 433 | $191 | 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 |
Bank of New Hampshire | 433 | $184 | 03/31/2024 |
SPGI | 433 | $184 | 03/31/2024 |
Princeton Global Asset Management LLC | 408 | $180 | 12/31/2023 |
SPGI | 408 | $180 | 12/31/2023 |
Covestor Ltd | 401 | $177 | 12/31/2023 |
SPGI | 401 | $177 | 12/31/2023 |
Planning Capital Management Corp | 397 | $175 | 12/31/2023 |
SPGI | 397 | $175 | 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 |
Tobam | 350 | $154 | 12/31/2023 |
SPGI | 350 | $154 | 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 |
Boyd Watterson Asset Management LLC OH | 324 | $143 | 12/31/2023 |
SPGI | 324 | $143 | 12/31/2023 |
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 |
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 |
HighMark Wealth Management LLC | 300 | $132 | 12/31/2023 |
SPGI | 300 | $132 | 12/31/2023 |
Accordant Advisory Group Inc | 304 | $129 | 03/31/2024 |
SPGI | 304 | $129 | 03/31/2024 |
Kelly Lawrence W & Associates Inc. CA | 283 | $125 | 12/31/2023 |
SPGI | 283 | $125 | 12/31/2023 |
Turtle Creek Wealth Advisors LLC | 282 | $124 | 12/31/2023 |
SPGI | 282 | $124 | 12/31/2023 |
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 | $116 | 12/31/2023 |
SPGI | 263 | $116 | 12/31/2023 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 252 | $111 | 12/31/2023 |
SPGI | 252 | $111 | 12/31/2023 |
AJOVista LLC | 246 | $108 | 12/31/2023 |
SPGI | 246 | $108 | 12/31/2023 |
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 |
West Paces Advisors Inc. | 212 | $90 | 03/31/2024 |
SPGI | 212 | $90 | 03/31/2024 |
JFS Wealth Advisors LLC | 203 | $89 | 12/31/2023 |
SPGI | 203 | $89 | 12/31/2023 |
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 |
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 |
Fortis Group Advisors LLC | 180 | $79 | 12/31/2023 |
SPGI | 180 | $79 | 12/31/2023 |
Rise Advisors LLC | 183 | $78 | 03/31/2024 |
SPGI | 183 | $78 | 03/31/2024 |
Addison Advisors LLC | 176 | $78 | 12/31/2023 |
SPGI | 176 | $78 | 12/31/2023 |
MV Capital Management Inc. | 181 | $77 | 03/31/2024 |
SPGI | 181 | $77 | 03/31/2024 |
Arlington Trust Co LLC | 179 | $76 | 03/31/2024 |
SPGI | 179 | $76 | 03/31/2024 |
Mascoma Wealth Management LLC | 169 | $74 | 12/31/2023 |
SPGI | 169 | $74 | 12/31/2023 |
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 |
BOK Financial Private Wealth Inc. | 144 | $63 | 12/31/2023 |
SPGI | 144 | $63 | 12/31/2023 |
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 |
McIlrath & Eck LLC | 123 | $54 | 12/31/2023 |
SPGI | 123 | $54 | 12/31/2023 |
Geneos Wealth Management Inc. | 121 | $53 | 12/31/2023 |
SPGI | 121 | $53 | 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 |
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 |
FinTrust Capital Advisors LLC | 105 | $46 | 12/31/2023 |
SPGI | 105 | $46 | 12/31/2023 |
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 |
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 |
Caas Capital Management LP | $44 | 12/31/2023 | |
Call | 5,500 | $2,423 | 12/31/2023 |
Put | 5,400 | $2,379 | 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 |
GPS Wealth Strategies Group LLC | 95 | $42 | 12/31/2023 |
SPGI | 95 | $42 | 12/31/2023 |
Clarity Asset Management Inc. | 95 | $42 | 12/31/2023 |
SPGI | 95 | $42 | 12/31/2023 |
West Branch Capital LLC | 94 | $40 | 03/31/2024 |
SPGI | 94 | $40 | 03/31/2024 |
Carolinas Wealth Consulting LLC | 88 | $39 | 12/31/2023 |
SPGI | 88 | $39 | 12/31/2023 |
Bangor Savings Bank | 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 |
LFA Lugano Financial Advisors SA | 75 | $33 | 12/31/2023 |
SPGI | 75 | $33 | 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 |
Larson Financial Group LLC | 64 | $28 | 12/31/2023 |
SPGI | 64 | $28 | 12/31/2023 |
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 |
Valued Wealth Advisors 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 |
Private Wealth Management Group LLC | 58 | $26 | 12/31/2023 |
SPGI | 58 | $26 | 12/31/2023 |
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 |
Householder Group Estate & Retirement Specialist LLC | 59 | $25 | 12/31/2023 |
SPGI | 59 | $25 | 12/31/2023 |
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 |
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 |
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 |
Silicon Valley Capital Partners | 40 | $18 | 12/31/2023 |
SPGI | 40 | $18 | 12/31/2023 |
PrairieView Partners 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 |
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 | 36 | $16 | 12/31/2023 |
SPGI | 36 | $16 | 12/31/2023 |
Raleigh Capital Management Inc. | 36 | $16 | 12/31/2023 |
SPGI | 36 | $16 | 12/31/2023 |
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 |
Tyler Stone Wealth Management | 30 | $13 | 12/31/2023 |
SPGI | 30 | $13 | 12/31/2023 |
Sachetta LLC | 29 | $13 | 12/31/2023 |
SPGI | 29 | $13 | 12/31/2023 |
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 |
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 |
North Star Investment Management Corp. | 26 | $11 | 12/31/2023 |
SPGI | 26 | $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 |
South State CORP. | 21 | $9 | 12/31/2023 |
SPGI | 21 | $9 | 12/31/2023 |
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 |
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 |
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 |
Avion Wealth | 16 | $7 | 12/31/2023 |
SPGI | 16 | $7 | 12/31/2023 |
Coppell Advisory Solutions LLC | 17 | $7 | 12/31/2023 |
SPGI | 17 | $7 | 12/31/2023 |
DiNuzzo Private Wealth Inc. | 15 | $7 | 12/31/2023 |
SPGI | 15 | $7 | 12/31/2023 |
Fairman Group 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 |
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 |
Rakuten Securities Inc. | 14 | $6 | 12/31/2023 |
SPGI | 14 | $6 | 12/31/2023 |
Ables Iannone Moore & Associates Inc. | 14 | $6 | 12/31/2023 |
SPGI | 14 | $6 | 12/31/2023 |
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 |
Hazlett Burt & Watson Inc. | 12 | $5 | 12/31/2023 |
SPGI | 12 | $5 | 12/31/2023 |
JNBA Financial Advisors | 12 | $5 | 12/31/2023 |
SPGI | 12 | $5 | 12/31/2023 |
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 |
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 |
Cherry Tree Wealth Management LLC | 10 | $4 | 12/31/2023 |
SPGI | 10 | $4 | 12/31/2023 |
Jamison Private Wealth Management Inc. | 9 | $4 | 12/31/2023 |
SPGI | 9 | $4 | 12/31/2023 |
Cutler Group LP | $3 | 03/31/2024 | |
Call | 100 | $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 |
Creative Financial Designs Inc. ADV | 6 | $3 | 12/31/2023 |
SPGI | 6 | $3 | 12/31/2023 |
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 |
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 |
Investors Research Corp | 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 |
Plante Moran Financial Advisors LLC | 0 | $0 | 12/31/2023 |
SPGI | 0 | $0 | 12/31/2023 |
Retirement Group LLC | 1 | $0 | 12/31/2023 |
SPGI | 1 | $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 |
McClarren Financial Advisors Inc. | 1 | $0 | 12/31/2023 |
SPGI | 1 | $0 | 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 |
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 |
SpiderRock Advisors LLC | $-1,633 | 12/31/2023 | |
Put | 4,800 | $1,633 | 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 |
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 |
Capstone Investment Advisors LLC | $-24,449 | 12/31/2023 | |
Put | 64,500 | $28,414 | 12/31/2023 |
Call | 9,000 | $3,965 | 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 |
See Summary: Institutional Holders of SPGI
See Details: Top 10 Hedge Funds Holding SPGI
Also See: SPGI Insider Buying
Also See: SPGI Holdings Changes
Analysts Forecast: Standard and Poors Global Price Target
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