On this page, we present all of the funds holding EPD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding EPD, with a link to that fund's top holdings. The next columns indicate the amount of EPD stock held by each of the funds holding EPD, followed by the EPD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 1287 funds holding EPD within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Alps Advisors Inc.. For more details on the positions held by Alps Advisors Inc. (or by any of the other funds holding EPD), click the fund name in the "Holder" column of the funds-holding-EPD table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Alps Advisors Inc. | 35,382,171 | $932,320 | 12/31/2023 |
EPD | 35,382,171 | $932,320 | 12/31/2023 |
Marquard & Bahls AG | 22,227,566 | $585,696 | 12/31/2023 |
EPD | 22,227,566 | $585,696 | 12/31/2023 |
Goldman Sachs Group Inc. | $584,910 | 12/31/2023 | |
EPD | 22,197,722 | $584,910 | 12/31/2023 |
Put | 250,000 | $6,588 | 12/31/2023 |
Call | 250,000 | $6,588 | 12/31/2023 |
Blackstone Group Inc | 22,142,273 | $583,449 | 12/31/2023 |
EPD | 22,142,273 | $583,449 | 12/31/2023 |
American Century Companies Inc. | 19,137,865 | $504,283 | 12/31/2023 |
EPD | 19,137,865 | $504,283 | 12/31/2023 |
Invesco Ltd. | 18,738,095 | $493,749 | 12/31/2023 |
EPD | 18,738,095 | $493,749 | 12/31/2023 |
Morgan Stanley | 17,730,349 | $467,195 | 12/31/2023 |
EPD | 17,730,349 | $467,195 | 12/31/2023 |
Fayez Sarofim & Co | 17,641,462 | $462,736 | 12/31/2023 |
EPD | 17,641,462 | $462,736 | 12/31/2023 |
BlackRock Inc. | 16,958,565 | $446,858 | 12/31/2023 |
EPD | 16,958,565 | $446,858 | 12/31/2023 |
Neuberger Berman Group LLC | 16,459,787 | $433,715 | 12/31/2023 |
EPD | 16,459,787 | $433,715 | 12/31/2023 |
Energy Income Partners LLC | 15,476,267 | $407,800 | 12/31/2023 |
EPD | 15,476,267 | $407,800 | 12/31/2023 |
Tortoise Capital Advisors L.L.C. | 14,536,116 | $383,027 | 12/31/2023 |
EPD | 14,536,116 | $383,027 | 12/31/2023 |
Clearbridge Investments LLC | 12,580,127 | $331,486 | 12/31/2023 |
EPD | 12,580,127 | $331,486 | 12/31/2023 |
FMR LLC | 12,013,886 | $316,566 | 12/31/2023 |
EPD | 12,013,886 | $316,566 | 12/31/2023 |
Kayne Anderson Capital Advisors LP | 10,890,389 | $286,962 | 12/31/2023 |
EPD | 10,890,389 | $286,962 | 12/31/2023 |
CIBC Private Wealth Group LLC | 10,369,906 | $273,247 | 12/31/2023 |
EPD | 10,369,906 | $273,247 | 12/31/2023 |
UBS Group AG | $271,592 | 12/31/2023 | |
EPD | 10,098,371 | $266,092 | 12/31/2023 |
Call | 2,208,900 | $58,205 | 12/31/2023 |
Put | 2,000,200 | $52,705 | 12/31/2023 |
Bank of America Corp DE | $249,844 | 12/31/2023 | |
EPD | 9,381,866 | $247,212 | 12/31/2023 |
Call | 199,900 | $5,267 | 12/31/2023 |
Put | 100,000 | $2,635 | 12/31/2023 |
Ensign Peak Advisors Inc | 9,252,060 | $243,792 | 12/31/2023 |
EPD | 9,252,060 | $243,792 | 12/31/2023 |
Mirae Asset Global Investments Co. Ltd. | 9,153,736 | $241,201 | 12/31/2023 |
EPD | 9,153,736 | $241,201 | 12/31/2023 |
JPMorgan Chase & Co. | $184,177 | 12/31/2023 | |
EPD | 7,041,949 | $185,555 | 12/31/2023 |
Put | 413,500 | $10,896 | 12/31/2023 |
Call | 361,200 | $9,518 | 12/31/2023 |
Principal Financial Group Inc. | 6,677,198 | $175,944 | 12/31/2023 |
EPD | 6,677,198 | $175,944 | 12/31/2023 |
Chickasaw Capital Management LLC | 5,429,687 | $158,438 | 03/31/2024 |
EPD | 5,429,687 | $158,438 | 03/31/2024 |
Fairholme Capital Management LLC | 5,208,400 | $137,241 | 12/31/2023 |
EPD | 5,208,400 | $137,241 | 12/31/2023 |
Wells Fargo & Company MN | $134,933 | 12/31/2023 | |
EPD | 4,948,895 | $130,403 | 12/31/2023 |
Call | 171,900 | $4,530 | 12/31/2023 |
Hamlin Capital Management LLC | 4,937,507 | $130,103 | 12/31/2023 |
EPD | 4,937,507 | $130,103 | 12/31/2023 |
Deutsche Bank AG | 4,876,035 | $128,484 | 12/31/2023 |
EPD | 4,876,035 | $128,484 | 12/31/2023 |
Raymond James & Associates | $126,710 | 03/31/2024 | |
EPD | 4,346,314 | $126,825 | 03/31/2024 |
Put | 5,000 | $115 | 03/31/2024 |
Brookfield Asset Management Inc. | 4,788,503 | $126,177 | 12/31/2023 |
EPD | 4,788,503 | $126,177 | 12/31/2023 |
Westwood Holdings Group Inc. | 4,686,444 | $123,488 | 12/31/2023 |
EPD | 4,686,444 | $123,488 | 12/31/2023 |
Berkley W R Corp | 4,089,794 | $107,766 | 12/31/2023 |
EPD | 4,089,794 | $107,766 | 12/31/2023 |
BNP Paribas Arbitrage SA | $101,416 | 12/31/2023 | |
EPD | 4,237,712 | $111,664 | 12/31/2023 |
Put | 6,390 | $16,838 | 12/31/2023 |
Call | 2,501 | $6,590 | 12/31/2023 |
Royal Bank of Canada | 3,760,572 | $99,091 | 12/31/2023 |
EPD | 3,760,572 | $99,091 | 12/31/2023 |
Thrivent Financial for Lutherans | 3,675,459 | $96,849 | 12/31/2023 |
EPD | 3,675,459 | $96,849 | 12/31/2023 |
Paralel Advisors LLC | 3,650,000 | $96,178 | 12/31/2023 |
EPD | 3,650,000 | $96,178 | 12/31/2023 |
Miller Howard Investments Inc. NY | 3,220,815 | $93,983 | 03/31/2024 |
EPD | 3,220,815 | $93,983 | 03/31/2024 |
Stifel Financial Corp | 3,353,572 | $88,367 | 12/31/2023 |
EPD | 3,353,572 | $88,367 | 12/31/2023 |
HighTower Advisors LLC | 3,144,263 | $82,864 | 12/31/2023 |
EPD | 3,144,263 | $82,864 | 12/31/2023 |
Epoch Investment Partners Inc. | 2,786,544 | $73,425 | 12/31/2023 |
EPD | 2,786,544 | $73,425 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 2,416,503 | $70,514 | 03/31/2024 |
EPD | 2,416,503 | $70,514 | 03/31/2024 |
ING Groep NV | 2,604,000 | $68,615 | 12/31/2023 |
EPD | 2,604,000 | $68,615 | 12/31/2023 |
Beach Investment Counsel Inc. PA | 2,307,989 | $67,347 | 03/31/2024 |
EPD | 2,307,989 | $67,347 | 03/31/2024 |
Beck Mack & Oliver LLC | 2,553,949 | $67,297 | 12/31/2023 |
EPD | 2,553,949 | $67,297 | 12/31/2023 |
Duff & Phelps Investment Management Co. | 2,530,642 | $66,682 | 12/31/2023 |
EPD | 2,530,642 | $66,682 | 12/31/2023 |
Longfellow Investment Management Co. LLC | 2,521,428 | $66,440 | 12/31/2023 |
EPD | 2,521,428 | $66,440 | 12/31/2023 |
LPL Financial LLC | 2,417,667 | $63,706 | 12/31/2023 |
EPD | 2,417,667 | $63,706 | 12/31/2023 |
Infrastructure Capital Advisors LLC | 2,222,071 | $58,552 | 12/31/2023 |
EPD | 2,222,071 | $58,552 | 12/31/2023 |
First Eagle Investment Management LLC | 2,191,102 | $57,736 | 12/31/2023 |
EPD | 2,191,102 | $57,736 | 12/31/2023 |
Fractal Investments LLC | 2,181,309 | $57,477 | 12/31/2023 |
EPD | 2,181,309 | $57,477 | 12/31/2023 |
RR Advisors LLC | 2,135,000 | $56,268 | 12/31/2023 |
EPD | 2,135,000 | $56,268 | 12/31/2023 |
Citadel Advisors LLC | $55,848 | 12/31/2023 | |
Call | 2,022,100 | $53,282 | 12/31/2023 |
EPD | 629,799 | $16,595 | 12/31/2023 |
Put | 532,400 | $14,029 | 12/31/2023 |
Truist Financial Corp | 2,040,567 | $53,769 | 12/31/2023 |
EPD | 2,040,567 | $53,769 | 12/31/2023 |
Susquehanna International Group LLP | $53,663 | 12/31/2023 | |
Call | 3,070,600 | $80,910 | 12/31/2023 |
Put | 1,392,900 | $36,703 | 12/31/2023 |
EPD | 358,858 | $9,456 | 12/31/2023 |
Jennison Associates LLC | 1,963,548 | $51,739 | 12/31/2023 |
EPD | 1,963,548 | $51,739 | 12/31/2023 |
Cushing Asset Management LP | 1,770,179 | $51,654 | 03/31/2024 |
EPD | 1,770,179 | $51,654 | 03/31/2024 |
Chicago Partners Investment Group LLC | 1,766,997 | $51,084 | 03/31/2024 |
EPD | 1,766,997 | $51,084 | 03/31/2024 |
Eagle Global Advisors LLC | 1,900,792 | $50,086 | 12/31/2023 |
EPD | 1,900,792 | $50,086 | 12/31/2023 |
Nicholas Company Inc. | 1,824,480 | $48,075 | 12/31/2023 |
EPD | 1,824,480 | $48,075 | 12/31/2023 |
Williams Jones Wealth Management LLC. | 1,799,541 | $47,418 | 12/31/2023 |
EPD | 1,799,541 | $47,418 | 12/31/2023 |
Progeny 3 Inc. | 1,776,644 | $46,815 | 12/31/2023 |
EPD | 1,776,644 | $46,815 | 12/31/2023 |
U.S. Capital Wealth Advisors LLC | 1,733,104 | $45,667 | 12/31/2023 |
EPD | 1,733,104 | $45,667 | 12/31/2023 |
Texas Yale Capital Corp. | 1,686,050 | $44,427 | 12/31/2023 |
EPD | 1,686,050 | $44,427 | 12/31/2023 |
Americana Partners LLC | 1,578,604 | $41,559 | 12/31/2023 |
EPD | 1,578,604 | $41,559 | 12/31/2023 |
Bollard Group LLC | 1,491,605 | $39,304 | 12/31/2023 |
EPD | 1,491,605 | $39,304 | 12/31/2023 |
Rockefeller Capital Management L.P. | 1,473,578 | $38,829 | 12/31/2023 |
EPD | 1,473,578 | $38,829 | 12/31/2023 |
Victory Capital Management Inc. | 1,397,624 | $36,827 | 12/31/2023 |
EPD | 1,397,624 | $36,827 | 12/31/2023 |
Oxbow Advisors LLC | 1,376,908 | $36,282 | 12/31/2023 |
EPD | 1,376,908 | $36,282 | 12/31/2023 |
SailingStone Capital Partners LLC | 1,366,500 | $36,007 | 12/31/2023 |
EPD | 1,366,500 | $36,007 | 12/31/2023 |
CI Private Wealth LLC | 1,361,491 | $35,875 | 12/31/2023 |
EPD | 1,361,491 | $35,875 | 12/31/2023 |
Penn Davis Mcfarland Inc. | 1,211,705 | $35,358 | 03/31/2024 |
EPD | 1,211,705 | $35,358 | 03/31/2024 |
Maryland State Retirement & Pension System | 1,243,275 | $34,992 | 03/31/2024 |
EPD | 1,243,275 | $34,992 | 03/31/2024 |
The PNC Financial Services Group Inc. | 1,318,526 | $34,743 | 12/31/2023 |
EPD | 1,318,526 | $34,743 | 12/31/2023 |
Recurrent Investment Advisors LLC | 1,173,659 | $30,926 | 12/31/2023 |
EPD | 1,173,659 | $30,926 | 12/31/2023 |
Advisor Group Holdings Inc. | 1,151,669 | $30,350 | 12/31/2023 |
EPD | 1,151,669 | $30,350 | 12/31/2023 |
Sei Investments Co. | 1,124,750 | $29,637 | 12/31/2023 |
EPD | 1,124,750 | $29,637 | 12/31/2023 |
Evergreen Capital Management LLC | 1,027,584 | $27,077 | 12/31/2023 |
EPD | 1,027,584 | $27,077 | 12/31/2023 |
Barclays PLC | 1,008,302 | $26,568 | 12/31/2023 |
EPD | 1,008,302 | $26,568 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 910,198 | $26,560 | 03/31/2024 |
EPD | 910,198 | $26,560 | 03/31/2024 |
Auto Owners Insurance Co | 1,000,000 | $26,350 | 12/31/2023 |
EPD | 1,000,000 | $26,350 | 12/31/2023 |
Kamunting Street Capital Management L.P. | 984,973 | $25,954 | 12/31/2023 |
EPD | 984,973 | $25,954 | 12/31/2023 |
Envestnet Asset Management Inc. | 978,019 | $25,771 | 12/31/2023 |
EPD | 978,019 | $25,771 | 12/31/2023 |
Commonwealth Equity Services LLC | 961,037 | $25,323 | 12/31/2023 |
EPD | 961,037 | $25,323 | 12/31/2023 |
Mariner LLC | 922,269 | $24,302 | 12/31/2023 |
EPD | 922,269 | $24,302 | 12/31/2023 |
Cooperman Leon G | 916,535 | $24,151 | 12/31/2023 |
EPD | 916,535 | $24,151 | 12/31/2023 |
Petrus Trust Company LTA | 900,004 | $23,715 | 12/31/2023 |
EPD | 900,004 | $23,715 | 12/31/2023 |
Captrust Financial Advisors | 895,781 | $23,604 | 12/31/2023 |
EPD | 895,781 | $23,604 | 12/31/2023 |
Jane Street Group LLC | $23,287 | 12/31/2023 | |
Call | 947,900 | $24,977 | 12/31/2023 |
Put | 143,900 | $3,792 | 12/31/2023 |
EPD | 79,781 | $2,102 | 12/31/2023 |
Cbre Clarion Securities LLC | 881,700 | $23,233 | 12/31/2023 |
EPD | 881,700 | $23,233 | 12/31/2023 |
CNA Financial Corp | 850,000 | $22,398 | 12/31/2023 |
EPD | 850,000 | $22,398 | 12/31/2023 |
Nuveen Asset Management LLC | 830,096 | $21,873 | 12/31/2023 |
EPD | 830,096 | $21,873 | 12/31/2023 |
National Asset Management Inc. | 827,198 | $21,797 | 12/31/2023 |
EPD | 827,198 | $21,797 | 12/31/2023 |
GP Brinson Investments LLC | 743,733 | $21,702 | 03/31/2024 |
EPD | 743,733 | $21,702 | 03/31/2024 |
Fort Sheridan Advisors LLC | 805,645 | $21,229 | 12/31/2023 |
EPD | 805,645 | $21,229 | 12/31/2023 |
Bowen Hanes & Co. Inc. | 798,000 | $21,027 | 12/31/2023 |
EPD | 798,000 | $21,027 | 12/31/2023 |
Tortoise Index Solutions LLC | 795,621 | $20,965 | 12/31/2023 |
EPD | 795,621 | $20,965 | 12/31/2023 |
Walnut Private Equity Partners LLC | 681,000 | $19,872 | 03/31/2024 |
EPD | 681,000 | $19,872 | 03/31/2024 |
Exchange Traded Concepts LLC | 669,875 | $19,547 | 03/31/2024 |
EPD | 669,875 | $19,547 | 03/31/2024 |
Cohen & Steers Inc. | 724,497 | $19,090 | 12/31/2023 |
EPD | 724,497 | $19,090 | 12/31/2023 |
Beacon Pointe Advisors LLC | 720,847 | $18,994 | 12/31/2023 |
EPD | 720,847 | $18,994 | 12/31/2023 |
US Bancorp DE | 718,587 | $18,935 | 12/31/2023 |
EPD | 718,587 | $18,935 | 12/31/2023 |
Janney Montgomery Scott LLC | 716,747 | $18,886 | 12/31/2023 |
EPD | 716,747 | $18,886 | 12/31/2023 |
Capital Investment Advisors LLC | 644,656 | $18,811 | 03/31/2024 |
EPD | 644,656 | $18,811 | 03/31/2024 |
Charles Schwab Investment Management Inc. | 729,307 | $18,277 | 12/31/2023 |
EPD | 729,307 | $18,277 | 12/31/2023 |
Vorpal LLC | 692,864 | $18,257 | 12/31/2023 |
EPD | 692,864 | $18,257 | 12/31/2023 |
Creative Planning | 692,538 | $18,248 | 12/31/2023 |
EPD | 692,538 | $18,248 | 12/31/2023 |
Inscription Capital LLC | 619,622 | $18,130 | 03/31/2024 |
EPD | 619,622 | $18,130 | 03/31/2024 |
Glenmede Trust Co. NA | 683,517 | $18,011 | 12/31/2023 |
EPD | 683,517 | $18,011 | 12/31/2023 |
Morningstar Investment Services LLC | 671,380 | $17,597 | 12/31/2023 |
EPD | 671,380 | $17,597 | 12/31/2023 |
Allianz Asset Management GmbH | 661,955 | $17,443 | 12/31/2023 |
EPD | 661,955 | $17,443 | 12/31/2023 |
Cutter & CO Brokerage Inc. | 650,166 | $17,132 | 12/31/2023 |
EPD | 650,166 | $17,132 | 12/31/2023 |
Heronetta Management L.P. | 641,348 | $16,900 | 12/31/2023 |
EPD | 641,348 | $16,900 | 12/31/2023 |
M&T Bank Corp | 610,886 | $16,097 | 12/31/2023 |
EPD | 610,886 | $16,097 | 12/31/2023 |
Nomura Holdings Inc. | $16,032 | 12/31/2023 | |
EPD | 1,089,352 | $28,704 | 12/31/2023 |
Put | 500,900 | $13,199 | 12/31/2023 |
Call | 20,000 | $527 | 12/31/2023 |
Sanders Morris Harris LLC | 548,888 | $16,017 | 03/31/2024 |
EPD | 548,888 | $16,017 | 03/31/2024 |
Blair William & Co. IL | 595,526 | $15,692 | 12/31/2023 |
EPD | 595,526 | $15,692 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 535,994 | $15,640 | 03/31/2024 |
EPD | 535,994 | $15,640 | 03/31/2024 |
Citigroup Inc. | $15,465 | 12/31/2023 | |
EPD | 611,883 | $16,123 | 12/31/2023 |
Put | 75,000 | $1,976 | 12/31/2023 |
Call | 50,000 | $1,318 | 12/31/2023 |
Gagnon Securities LLC | 541,375 | $14,265 | 12/31/2023 |
EPD | 541,375 | $14,265 | 12/31/2023 |
Dividend Assets Capital LLC | 552,632 | $14,167 | 12/31/2023 |
EPD | 552,632 | $14,167 | 12/31/2023 |
Private Capital Advisors Inc. | 531,663 | $14,009 | 12/31/2023 |
EPD | 531,663 | $14,009 | 12/31/2023 |
Marco Investment Management LLC | 519,655 | $13,693 | 12/31/2023 |
EPD | 519,655 | $13,693 | 12/31/2023 |
Investment Management Associates Inc. ADV | 517,627 | $13,639 | 12/31/2023 |
EPD | 517,627 | $13,639 | 12/31/2023 |
NorthCrest Asset Manangement LLC | 465,555 | $13,585 | 03/31/2024 |
EPD | 465,555 | $13,585 | 03/31/2024 |
Oppenheimer & Co. Inc. | 510,269 | $13,446 | 12/31/2023 |
EPD | 510,269 | $13,446 | 12/31/2023 |
JRM Investment Counsel LLC | 505,364 | $13,316 | 12/31/2023 |
EPD | 505,364 | $13,316 | 12/31/2023 |
Payden & Rygel | 504,470 | $13,293 | 12/31/2023 |
EPD | 504,470 | $13,293 | 12/31/2023 |
Mesirow Financial Investment Management Inc. | 444,955 | $12,984 | 03/31/2024 |
EPD | 444,955 | $12,984 | 03/31/2024 |
MAI Capital Management | 489,070 | $12,887 | 12/31/2023 |
EPD | 489,070 | $12,887 | 12/31/2023 |
Tectonic Advisors LLC | 464,683 | $12,244 | 12/31/2023 |
EPD | 464,683 | $12,244 | 12/31/2023 |
Capital Advisors Inc. OK | 462,095 | $12,176 | 12/31/2023 |
EPD | 462,095 | $12,176 | 12/31/2023 |
Icon Wealth Advisors LLC | 441,111 | $11,623 | 12/31/2023 |
EPD | 441,111 | $11,623 | 12/31/2023 |
Catalyst Capital Advisors LLC | 397,318 | $11,594 | 03/31/2024 |
EPD | 397,318 | $11,594 | 03/31/2024 |
D.A. Davidson & CO. | 438,893 | $11,565 | 12/31/2023 |
EPD | 438,893 | $11,565 | 12/31/2023 |
Graham Capital Management L.P. | $10,540 | 12/31/2023 | |
Call | 400,000 | $10,540 | 12/31/2023 |
Allen Mooney & Barnes Investment Advisors LLC | 354,916 | $10,371 | 03/31/2024 |
EPD | 354,916 | $10,371 | 03/31/2024 |
Parsons Capital Management Inc. RI | 342,880 | $10,005 | 03/31/2024 |
EPD | 342,880 | $10,005 | 03/31/2024 |
AE Wealth Management LLC | $9,960 | 12/31/2023 | |
EPD | 363,357 | $9,960 | 12/31/2023 |
Call | 23,000 | $0 | 12/31/2023 |
Hoylecohen LLC | 376,820 | $9,929 | 12/31/2023 |
EPD | 376,820 | $9,929 | 12/31/2023 |
Moors & Cabot Inc. | 376,555 | $9,922 | 12/31/2023 |
EPD | 376,555 | $9,922 | 12/31/2023 |
Gabelli Funds LLC | 370,000 | $9,750 | 12/31/2023 |
EPD | 370,000 | $9,750 | 12/31/2023 |
Cohen Capital Management Inc. | 368,681 | $9,715 | 12/31/2023 |
EPD | 368,681 | $9,715 | 12/31/2023 |
AlphaCore Capital LLC | 367,818 | $9,692 | 12/31/2023 |
EPD | 367,818 | $9,692 | 12/31/2023 |
McGowan Group Asset Management Inc. | 365,331 | $9,626 | 12/31/2023 |
EPD | 365,331 | $9,626 | 12/31/2023 |
Choate Investment Advisors | 358,660 | $9,451 | 12/31/2023 |
EPD | 358,660 | $9,451 | 12/31/2023 |
Oliver Luxxe Assets LLC | 323,777 | $9,448 | 03/31/2024 |
EPD | 323,777 | $9,448 | 03/31/2024 |
BCJ Capital Management LLC | 354,963 | $9,353 | 12/31/2023 |
EPD | 354,963 | $9,353 | 12/31/2023 |
Benchmark Investment Advisors LLC | 354,963 | $9,353 | 12/31/2023 |
EPD | 354,963 | $9,353 | 12/31/2023 |
Heritage Wealth Advisors | 347,277 | $9,151 | 12/31/2023 |
EPD | 347,277 | $9,151 | 12/31/2023 |
Atria Wealth Solutions Inc. | 344,976 | $9,090 | 12/31/2023 |
EPD | 344,976 | $9,090 | 12/31/2023 |
Gagnon Advisors LLC | 339,877 | $8,956 | 12/31/2023 |
EPD | 339,877 | $8,956 | 12/31/2023 |
DAVENPORT & Co LLC | 336,193 | $8,846 | 12/31/2023 |
EPD | 336,193 | $8,846 | 12/31/2023 |
Fogel Capital Management Inc. | 334,640 | $8,784 | 12/31/2023 |
EPD | 334,640 | $8,784 | 12/31/2023 |
Sovereign Investment Advisors LLC | 332,382 | $8,758 | 12/31/2023 |
EPD | 332,382 | $8,758 | 12/31/2023 |
Private Advisor Group LLC | 323,292 | $8,519 | 12/31/2023 |
EPD | 323,292 | $8,519 | 12/31/2023 |
Bank of New York Mellon Corp | 290,990 | $8,491 | 03/31/2024 |
EPD | 290,990 | $8,491 | 03/31/2024 |
Cullen Investment Group LTD. | 284,724 | $8,471 | 03/31/2024 |
EPD | 284,724 | $8,471 | 03/31/2024 |
Simplex Trading LLC | $8,401 | 03/31/2024 | |
Call | 496,300 | $14,482 | 03/31/2024 |
Put | 208,400 | $6,081 | 03/31/2024 |
First Manhattan Co. | 318,478 | $8,392 | 12/31/2023 |
EPD | 318,478 | $8,392 | 12/31/2023 |
WP Advisors LLC | 313,953 | $8,273 | 12/31/2023 |
EPD | 313,953 | $8,273 | 12/31/2023 |
Ameriprise Financial Inc. | 305,739 | $8,084 | 12/31/2023 |
EPD | 305,739 | $8,084 | 12/31/2023 |
Deroy & Devereaux Private Investment Counsel Inc. | 276,960 | $8,082 | 03/31/2024 |
EPD | 276,960 | $8,082 | 03/31/2024 |
Edgemoor Investment Advisors Inc. | 305,391 | $8,047 | 12/31/2023 |
EPD | 305,391 | $8,047 | 12/31/2023 |
Cetera Advisor Networks LLC | 304,312 | $8,019 | 12/31/2023 |
EPD | 304,312 | $8,019 | 12/31/2023 |
Pathstone Holdings LLC | 302,543 | $7,972 | 12/31/2023 |
EPD | 302,543 | $7,972 | 12/31/2023 |
Baldwin Brothers Inc. MA | 271,239 | $7,915 | 03/31/2024 |
EPD | 271,239 | $7,915 | 03/31/2024 |
Ballast Advisors LLC | 298,952 | $7,877 | 12/31/2023 |
EPD | 298,952 | $7,877 | 12/31/2023 |
HRT Financial LP | 296,202 | $7,804 | 12/31/2023 |
EPD | 296,202 | $7,804 | 12/31/2023 |
Hennessy Advisors Inc. | 266,400 | $7,774 | 03/31/2024 |
EPD | 266,400 | $7,774 | 03/31/2024 |
Connectus Wealth LLC | 293,096 | $7,723 | 12/31/2023 |
EPD | 293,096 | $7,723 | 12/31/2023 |
Northeast Financial Consultants Inc | 292,927 | $7,719 | 12/31/2023 |
EPD | 292,927 | $7,719 | 12/31/2023 |
Cerity Partners LLC | 289,549 | $7,630 | 12/31/2023 |
EPD | 289,549 | $7,630 | 12/31/2023 |
Insight Folios Inc | 260,811 | $7,610 | 03/31/2024 |
EPD | 260,811 | $7,610 | 03/31/2024 |
Stephens Inc. AR | 286,871 | $7,559 | 12/31/2023 |
EPD | 286,871 | $7,559 | 12/31/2023 |
Spirit of America Management Corp NY | 253,886 | $7,408 | 03/31/2024 |
EPD | 253,886 | $7,408 | 03/31/2024 |
Account Management LLC | 278,380 | $7,335 | 12/31/2023 |
EPD | 278,380 | $7,335 | 12/31/2023 |
Group One Trading L.P. | $7,320 | 12/31/2023 | |
Call | 391,300 | $10,311 | 12/31/2023 |
Put | 113,500 | $2,991 | 12/31/2023 |
Delta Investment Management LLC | 277,378 | $7,309 | 12/31/2023 |
EPD | 277,378 | $7,309 | 12/31/2023 |
Segment Wealth Management LLC | 244,795 | $7,143 | 03/31/2024 |
EPD | 244,795 | $7,143 | 03/31/2024 |
Adams Asset Advisors LLC | 244,228 | $7,127 | 03/31/2024 |
EPD | 244,228 | $7,127 | 03/31/2024 |
Wexford Capital LP | 268,887 | $7,085 | 12/31/2023 |
EPD | 268,887 | $7,085 | 12/31/2023 |
United Fire Group Inc. | 260,000 | $6,851 | 12/31/2023 |
EPD | 260,000 | $6,851 | 12/31/2023 |
American Financial Group Inc. | 255,000 | $6,719 | 12/31/2023 |
EPD | 255,000 | $6,719 | 12/31/2023 |
Renaissance Investment Group LLC | 255,006 | $6,719 | 12/31/2023 |
EPD | 255,006 | $6,719 | 12/31/2023 |
Prospera Financial Services Inc | 254,218 | $6,699 | 12/31/2023 |
EPD | 254,218 | $6,699 | 12/31/2023 |
King Luther Capital Management Corp | 254,085 | $6,695 | 12/31/2023 |
EPD | 254,085 | $6,695 | 12/31/2023 |
Advisory Services Network LLC | 252,016 | $6,641 | 12/31/2023 |
EPD | 252,016 | $6,641 | 12/31/2023 |
River Road Asset Management LLC | 226,862 | $6,620 | 03/31/2024 |
EPD | 226,862 | $6,620 | 03/31/2024 |
NBW Capital LLC | 250,656 | $6,605 | 12/31/2023 |
EPD | 250,656 | $6,605 | 12/31/2023 |
Sound View Wealth Advisors Group LLC | 247,762 | $6,529 | 12/31/2023 |
EPD | 247,762 | $6,529 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 247,707 | $6,527 | 12/31/2023 |
EPD | 247,707 | $6,527 | 12/31/2023 |
Chilton Capital Management LLC | 245,527 | $6,470 | 12/31/2023 |
EPD | 245,527 | $6,470 | 12/31/2023 |
Sheets Smith Wealth Management | 244,510 | $6,443 | 12/31/2023 |
EPD | 244,510 | $6,443 | 12/31/2023 |
Evercore Wealth Management LLC | 238,390 | $6,282 | 12/31/2023 |
EPD | 238,390 | $6,282 | 12/31/2023 |
Nations Financial Group Inc. IA ADV | 213,997 | $6,244 | 03/31/2024 |
EPD | 213,997 | $6,244 | 03/31/2024 |
Gilman Hill Asset Management LLC | 208,411 | $6,081 | 03/31/2024 |
EPD | 208,411 | $6,081 | 03/31/2024 |
Adell Harriman & Carpenter Inc. | 206,486 | $6,025 | 03/31/2024 |
EPD | 206,486 | $6,025 | 03/31/2024 |
Salem Investment Counselors Inc. | 205,591 | $5,999 | 03/31/2024 |
EPD | 205,591 | $5,999 | 03/31/2024 |
GWM Advisors LLC | 223,324 | $5,954 | 12/31/2023 |
EPD | 223,324 | $5,954 | 12/31/2023 |
Sunbelt Securities Inc. | 201,683 | $5,885 | 03/31/2024 |
EPD | 201,683 | $5,885 | 03/31/2024 |
Northern Trust Corp | 222,705 | $5,868 | 12/31/2023 |
EPD | 222,705 | $5,868 | 12/31/2023 |
Cetera Advisors LLC | 221,149 | $5,827 | 12/31/2023 |
EPD | 221,149 | $5,827 | 12/31/2023 |
Bourgeon Capital Management LLC | 197,199 | $5,754 | 03/31/2024 |
EPD | 197,199 | $5,754 | 03/31/2024 |
Bradley Foster & Sargent Inc. CT | 218,331 | $5,753 | 12/31/2023 |
EPD | 218,331 | $5,753 | 12/31/2023 |
Hardman Johnston Global Advisors LLC | 217,844 | $5,740 | 12/31/2023 |
EPD | 217,844 | $5,740 | 12/31/2023 |
Capricorn Fund Managers Ltd | 196,315 | $5,728 | 03/31/2024 |
EPD | 196,315 | $5,728 | 03/31/2024 |
Steward Partners Investment Advisory LLC | 214,993 | $5,665 | 12/31/2023 |
EPD | 214,993 | $5,665 | 12/31/2023 |
Morningstar Investment Management LLC | 212,732 | $5,605 | 12/31/2023 |
EPD | 212,732 | $5,605 | 12/31/2023 |
Loudon Investment Management LLC | 211,641 | $5,577 | 12/31/2023 |
EPD | 211,641 | $5,577 | 12/31/2023 |
Rothschild Capital Partners LLC | 211,550 | $5,574 | 12/31/2023 |
EPD | 211,550 | $5,574 | 12/31/2023 |
TCG Advisory Services LLC | 210,127 | $5,537 | 12/31/2023 |
EPD | 210,127 | $5,537 | 12/31/2023 |
Clarkston Capital Partners LLC | 206,600 | $5,444 | 12/31/2023 |
EPD | 206,600 | $5,444 | 12/31/2023 |
Linscomb & Williams Inc. | 204,907 | $5,399 | 12/31/2023 |
EPD | 204,907 | $5,399 | 12/31/2023 |
Hollow Brook Wealth Management LLC | 204,121 | $5,379 | 12/31/2023 |
EPD | 204,121 | $5,379 | 12/31/2023 |
Silvercrest Asset Management Group LLC | 202,461 | $5,335 | 12/31/2023 |
EPD | 202,461 | $5,335 | 12/31/2023 |
Oak Family Advisors LLC | 181,968 | $5,310 | 03/31/2024 |
EPD | 181,968 | $5,310 | 03/31/2024 |
Acadian Asset Management LLC | 201,458 | $5,305 | 12/31/2023 |
EPD | 201,458 | $5,305 | 12/31/2023 |
Outfitter Financial LLC | 200,372 | $5,280 | 12/31/2023 |
EPD | 200,372 | $5,280 | 12/31/2023 |
Woodmont Investment Counsel LLC | 180,895 | $5,279 | 03/31/2024 |
EPD | 180,895 | $5,279 | 03/31/2024 |
Annandale Capital LLC | 197,149 | $5,195 | 12/31/2023 |
EPD | 197,149 | $5,195 | 12/31/2023 |
Baldwin Investment Management LLC | 197,091 | $5,193 | 12/31/2023 |
EPD | 197,091 | $5,193 | 12/31/2023 |
Birch Capital Management LLC | 176,996 | $5,165 | 03/31/2024 |
EPD | 176,996 | $5,165 | 03/31/2024 |
Brown Advisory Inc. | 176,586 | $5,153 | 03/31/2024 |
EPD | 176,586 | $5,153 | 03/31/2024 |
Childress Capital Advisors LLC | 173,978 | $5,077 | 03/31/2024 |
EPD | 173,978 | $5,077 | 03/31/2024 |
Tower Bridge Advisors | 191,265 | $5,040 | 12/31/2023 |
EPD | 191,265 | $5,040 | 12/31/2023 |
Jackson Hole Capital Partners LLC | 190,747 | $5,026 | 12/31/2023 |
EPD | 190,747 | $5,026 | 12/31/2023 |
Soros Fund Management LLC | 190,000 | $5,006 | 12/31/2023 |
EPD | 190,000 | $5,006 | 12/31/2023 |
Knollwood Investment Advisory LLC | 189,935 | $5,005 | 12/31/2023 |
EPD | 189,935 | $5,005 | 12/31/2023 |
Avantax Advisory Services Inc. | 189,581 | $4,995 | 12/31/2023 |
EPD | 189,581 | $4,995 | 12/31/2023 |
Bridgecreek Investment Management LLC | 187,950 | $4,952 | 12/31/2023 |
EPD | 187,950 | $4,952 | 12/31/2023 |
Savant Capital LLC | 186,569 | $4,916 | 12/31/2023 |
EPD | 186,569 | $4,916 | 12/31/2023 |
Teamwork Financial Advisors LLC | 167,739 | $4,895 | 03/31/2024 |
EPD | 167,739 | $4,895 | 03/31/2024 |
Ancora Advisors LLC | 184,314 | $4,857 | 12/31/2023 |
EPD | 184,314 | $4,857 | 12/31/2023 |
Mutual Advisors LLC | 180,298 | $4,751 | 12/31/2023 |
EPD | 180,298 | $4,751 | 12/31/2023 |
Bard Financial Services Inc. | 180,175 | $4,748 | 12/31/2023 |
EPD | 180,175 | $4,748 | 12/31/2023 |
ProVise Management Group LLC | 179,727 | $4,736 | 12/31/2023 |
EPD | 179,727 | $4,736 | 12/31/2023 |
A. D. Beadell Investment Counsel Inc. | 161,635 | $4,716 | 03/31/2024 |
EPD | 161,635 | $4,716 | 03/31/2024 |
CFM Wealth Partners LLC | 160,250 | $4,676 | 03/31/2024 |
EPD | 160,250 | $4,676 | 03/31/2024 |
Wolverine Trading LLC | $4,568 | 12/31/2023 | |
Call | 222,000 | $5,850 | 12/31/2023 |
Put | 90,100 | $2,374 | 12/31/2023 |
EPD | 41,448 | $1,092 | 12/31/2023 |
Raymond James Trust N.A. | 153,603 | $4,482 | 03/31/2024 |
EPD | 153,603 | $4,482 | 03/31/2024 |
Icon Advisers Inc. Co. | 167,000 | $4,400 | 12/31/2023 |
EPD | 167,000 | $4,400 | 12/31/2023 |
Botty Investors LLC | 164,856 | $4,344 | 12/31/2023 |
EPD | 164,856 | $4,344 | 12/31/2023 |
Asset Planning Services Inc. LA ADV | 146,685 | $4,280 | 03/31/2024 |
EPD | 146,685 | $4,280 | 03/31/2024 |
Moneta Group Investment Advisors LLC | 161,388 | $4,253 | 12/31/2023 |
EPD | 161,388 | $4,253 | 12/31/2023 |
Cetera Investment Advisers | 160,565 | $4,231 | 12/31/2023 |
EPD | 160,565 | $4,231 | 12/31/2023 |
Calamos Advisors LLC | 157,890 | $4,160 | 12/31/2023 |
EPD | 157,890 | $4,160 | 12/31/2023 |
BOKF NA | 156,024 | $4,111 | 12/31/2023 |
EPD | 156,024 | $4,111 | 12/31/2023 |
AR Asset Management Inc. | 155,810 | $4,106 | 12/31/2023 |
EPD | 155,810 | $4,106 | 12/31/2023 |
Fort Washington Investment Advisors Inc. OH | 140,013 | $4,086 | 03/31/2024 |
EPD | 140,013 | $4,086 | 03/31/2024 |
Northwestern Mutual Wealth Management Co. | 151,660 | $3,996 | 12/31/2023 |
EPD | 151,660 | $3,996 | 12/31/2023 |
Pekin Hardy Strauss Inc. | 150,903 | $3,976 | 12/31/2023 |
EPD | 150,903 | $3,976 | 12/31/2023 |
Pin Oak Investment Advisors Inc. | 148,779 | $3,920 | 12/31/2023 |
EPD | 148,779 | $3,920 | 12/31/2023 |
Macquarie Group Ltd. | 150,761 | $3,898 | 12/31/2023 |
EPD | 150,761 | $3,898 | 12/31/2023 |
Shoker Investment Counsel Inc. | 147,097 | $3,876 | 12/31/2023 |
EPD | 147,097 | $3,876 | 12/31/2023 |
Capital Analysts LLC | 146,565 | $3,862 | 12/31/2023 |
EPD | 146,565 | $3,862 | 12/31/2023 |
Cullen Capital Management LLC | 144,546 | $3,809 | 12/31/2023 |
EPD | 144,546 | $3,809 | 12/31/2023 |
Epacria Capital Partners LLC | 139,372 | $3,672 | 12/31/2023 |
EPD | 139,372 | $3,672 | 12/31/2023 |
Pinnacle Associates Ltd. | 125,211 | $3,654 | 03/31/2024 |
EPD | 125,211 | $3,654 | 03/31/2024 |
Stratos Wealth Partners LTD. | 124,391 | $3,630 | 03/31/2024 |
EPD | 124,391 | $3,630 | 03/31/2024 |
Sapient Capital LLC | 124,141 | $3,622 | 03/31/2024 |
EPD | 124,141 | $3,622 | 03/31/2024 |
ProShare Advisors LLC | 136,542 | $3,598 | 12/31/2023 |
EPD | 136,542 | $3,598 | 12/31/2023 |
Tweedy Browne Co LLC | 136,295 | $3,591 | 12/31/2023 |
EPD | 136,295 | $3,591 | 12/31/2023 |
BCM Advisors LLC | 122,984 | $3,573 | 03/31/2024 |
EPD | 122,984 | $3,573 | 03/31/2024 |
Ziegler Capital Management LLC | 135,362 | $3,567 | 12/31/2023 |
EPD | 135,362 | $3,567 | 12/31/2023 |
Hilton Capital Management LLC | 133,956 | $3,530 | 12/31/2023 |
EPD | 133,956 | $3,530 | 12/31/2023 |
EP Wealth Advisors LLC | 132,639 | $3,495 | 12/31/2023 |
EPD | 132,639 | $3,495 | 12/31/2023 |
Jump Financial LLC | 132,500 | $3,491 | 12/31/2023 |
EPD | 132,500 | $3,491 | 12/31/2023 |
GTS Securities LLC | $3,461 | 12/31/2023 | |
EPD | 88,426 | $2,330 | 12/31/2023 |
Call | 71,000 | $1,871 | 12/31/2023 |
Put | 28,100 | $740 | 12/31/2023 |
JFS Wealth Advisors LLC | 130,479 | $3,438 | 12/31/2023 |
EPD | 130,479 | $3,438 | 12/31/2023 |
Gamco Investors INC. ET AL | 129,530 | $3,413 | 12/31/2023 |
EPD | 129,530 | $3,413 | 12/31/2023 |
Avenir Corp | 126,608 | $3,336 | 12/31/2023 |
EPD | 126,608 | $3,336 | 12/31/2023 |
First Heartland Consultants Inc. | 125,567 | $3,309 | 12/31/2023 |
EPD | 125,567 | $3,309 | 12/31/2023 |
Empowered Funds LLC | 124,285 | $3,275 | 12/31/2023 |
EPD | 124,285 | $3,275 | 12/31/2023 |
Tritonpoint Wealth LLC | 111,638 | $3,258 | 03/31/2024 |
EPD | 111,638 | $3,258 | 03/31/2024 |
Snowden Capital Advisors LLC | 123,189 | $3,246 | 12/31/2023 |
EPD | 123,189 | $3,246 | 12/31/2023 |
Green Square Capital Advisors LLC | 123,104 | $3,244 | 12/31/2023 |
EPD | 123,104 | $3,244 | 12/31/2023 |
True North Advisors LLC | 110,068 | $3,212 | 03/31/2024 |
EPD | 110,068 | $3,212 | 03/31/2024 |
MML Investors Services LLC | 121,714 | $3,207 | 12/31/2023 |
EPD | 121,714 | $3,207 | 12/31/2023 |
Kovitz Investment Group Partners LLC | 121,576 | $3,204 | 12/31/2023 |
EPD | 121,576 | $3,204 | 12/31/2023 |
PFG Investments LLC | 108,605 | $3,169 | 03/31/2024 |
EPD | 108,605 | $3,169 | 03/31/2024 |
Argent Trust Co | 119,118 | $3,139 | 12/31/2023 |
EPD | 119,118 | $3,139 | 12/31/2023 |
Kestra Private Wealth Services LLC | 117,363 | $3,093 | 12/31/2023 |
EPD | 117,363 | $3,093 | 12/31/2023 |
Cyndeo Wealth Partners LLC | 105,832 | $3,088 | 03/31/2024 |
EPD | 105,832 | $3,088 | 03/31/2024 |
XML Financial LLC | 116,750 | $3,076 | 12/31/2023 |
EPD | 116,750 | $3,076 | 12/31/2023 |
Smithbridge Asset Management Inc. DE | 116,551 | $3,071 | 12/31/2023 |
EPD | 116,551 | $3,071 | 12/31/2023 |
ARS Investment Partners LLC | 115,871 | $3,053 | 12/31/2023 |
EPD | 115,871 | $3,053 | 12/31/2023 |
Independent Advisor Alliance | 114,968 | $3,029 | 12/31/2023 |
EPD | 114,968 | $3,029 | 12/31/2023 |
Mcintyre Freedman & Flynn Investment Advisers Inc. | 114,631 | $3,021 | 12/31/2023 |
EPD | 114,631 | $3,021 | 12/31/2023 |
Crescent Grove Advisors LLC | 114,519 | $3,018 | 12/31/2023 |
EPD | 114,519 | $3,018 | 12/31/2023 |
Grand Jean Capital Management Inc. | 114,229 | $3,010 | 12/31/2023 |
EPD | 114,229 | $3,010 | 12/31/2023 |
First Trust Advisors LP | 112,477 | $2,964 | 12/31/2023 |
EPD | 112,477 | $2,964 | 12/31/2023 |
Keybank National Association OH | 112,321 | $2,960 | 12/31/2023 |
EPD | 112,321 | $2,960 | 12/31/2023 |
Institutional & Family Asset Management LLC | 112,158 | $2,955 | 12/31/2023 |
EPD | 112,158 | $2,955 | 12/31/2023 |
Sumitomo Mitsui Trust Holdings Inc. | 101,000 | $2,947 | 03/31/2024 |
EPD | 101,000 | $2,947 | 03/31/2024 |
Doliver Advisors LP | 100,928 | $2,945 | 03/31/2024 |
EPD | 100,928 | $2,945 | 03/31/2024 |
Canal Insurance CO | 100,000 | $2,918 | 03/31/2024 |
EPD | 100,000 | $2,918 | 03/31/2024 |
Regions Financial Corp | 99,562 | $2,905 | 03/31/2024 |
EPD | 99,562 | $2,905 | 03/31/2024 |
SYSTM Wealth Solutions LLC | 99,369 | $2,900 | 03/31/2024 |
EPD | 99,369 | $2,900 | 03/31/2024 |
United Capital Financial Advisers LLC | 110,069 | $2,900 | 12/31/2023 |
EPD | 110,069 | $2,900 | 12/31/2023 |
Lido Advisors LLC | 109,622 | $2,889 | 12/31/2023 |
EPD | 109,622 | $2,889 | 12/31/2023 |
HB Wealth Management LLC | 109,488 | $2,885 | 12/31/2023 |
EPD | 109,488 | $2,885 | 12/31/2023 |
Franklin Resources Inc. | 109,468 | $2,884 | 12/31/2023 |
EPD | 109,468 | $2,884 | 12/31/2023 |
Valeo Financial Advisors LLC | 99,052 | $2,877 | 03/31/2024 |
EPD | 99,052 | $2,877 | 03/31/2024 |
Equitable Holdings Inc. | 108,760 | $2,866 | 12/31/2023 |
EPD | 108,760 | $2,866 | 12/31/2023 |
Blackhill Capital Inc. | 108,704 | $2,864 | 12/31/2023 |
EPD | 108,704 | $2,864 | 12/31/2023 |
Wedbush Securities Inc. | 108,348 | $2,855 | 12/31/2023 |
EPD | 108,348 | $2,855 | 12/31/2023 |
Apollon Wealth Management LLC | 106,595 | $2,809 | 12/31/2023 |
EPD | 106,595 | $2,809 | 12/31/2023 |
Tufton Capital Management | 106,209 | $2,799 | 12/31/2023 |
EPD | 106,209 | $2,799 | 12/31/2023 |
Integrated Wealth Concepts LLC | 105,837 | $2,789 | 12/31/2023 |
EPD | 105,837 | $2,789 | 12/31/2023 |
AM Investment Strategies LLC | 105,087 | $2,788 | 12/31/2023 |
EPD | 105,087 | $2,788 | 12/31/2023 |
FLC Capital Advisors | 105,593 | $2,782 | 12/31/2023 |
EPD | 105,593 | $2,782 | 12/31/2023 |
Hsbc Holdings PLC | $2,781 | 12/31/2023 | |
EPD | 320,823 | $8,445 | 12/31/2023 |
Put | 296,500 | $7,786 | 12/31/2023 |
Call | 80,800 | $2,122 | 12/31/2023 |
MONECO Advisors LLC | 94,425 | $2,755 | 03/31/2024 |
EPD | 94,425 | $2,755 | 03/31/2024 |
Lavaca Capital LLC | 103,698 | $2,732 | 12/31/2023 |
EPD | 103,698 | $2,732 | 12/31/2023 |
Windsor Advisory Group LLC | 103,213 | $2,720 | 12/31/2023 |
EPD | 103,213 | $2,720 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 92,503 | $2,699 | 03/31/2024 |
EPD | 92,503 | $2,699 | 03/31/2024 |
Neville Rodie & Shaw Inc. | 91,553 | $2,672 | 03/31/2024 |
EPD | 91,553 | $2,672 | 03/31/2024 |
Horizon Kinetics Asset Management LLC | 101,294 | $2,669 | 12/31/2023 |
EPD | 101,294 | $2,669 | 12/31/2023 |
Cannell Peter B & Co. Inc. | 100,985 | $2,661 | 12/31/2023 |
EPD | 100,985 | $2,661 | 12/31/2023 |
Moody National Bank Trust Division | 90,932 | $2,653 | 03/31/2024 |
EPD | 90,932 | $2,653 | 03/31/2024 |
Legacy Advisors LLC | 100,265 | $2,642 | 12/31/2023 |
EPD | 100,265 | $2,642 | 12/31/2023 |
Joel Isaacson & Co. LLC | 100,187 | $2,640 | 12/31/2023 |
EPD | 100,187 | $2,640 | 12/31/2023 |
Reaves W H & Co. Inc. | 100,000 | $2,635 | 12/31/2023 |
EPD | 100,000 | $2,635 | 12/31/2023 |
Sontag Advisory LLC | 98,932 | $2,607 | 12/31/2023 |
EPD | 98,932 | $2,607 | 12/31/2023 |
Lincoln National Corp | 98,694 | $2,601 | 12/31/2023 |
EPD | 98,694 | $2,601 | 12/31/2023 |
RMB Capital Management LLC | 98,269 | $2,589 | 12/31/2023 |
EPD | 98,269 | $2,589 | 12/31/2023 |
Howard Financial Services LTD. | 87,675 | $2,558 | 03/31/2024 |
EPD | 87,675 | $2,558 | 03/31/2024 |
Cobblestone Capital Advisors LLC NY | 96,532 | $2,544 | 12/31/2023 |
EPD | 96,532 | $2,544 | 12/31/2023 |
AlphaQ Advisors LLC | 95,564 | $2,518 | 12/31/2023 |
EPD | 95,564 | $2,518 | 12/31/2023 |
Prevail Innovative Wealth Advisors LLC | 95,062 | $2,505 | 12/31/2023 |
EPD | 95,062 | $2,505 | 12/31/2023 |
Osterweis Capital Management Inc. | 94,930 | $2,501 | 12/31/2023 |
EPD | 94,930 | $2,501 | 12/31/2023 |
Concurrent Investment Advisors LLC | 93,841 | $2,473 | 12/31/2023 |
EPD | 93,841 | $2,473 | 12/31/2023 |
Castleark Management LLC | 93,321 | $2,459 | 12/31/2023 |
EPD | 93,321 | $2,459 | 12/31/2023 |
FourThought Financial Partners LLC | 92,792 | $2,445 | 12/31/2023 |
EPD | 92,792 | $2,445 | 12/31/2023 |
StoneX Group Inc. | 92,356 | $2,434 | 12/31/2023 |
EPD | 92,356 | $2,434 | 12/31/2023 |
Hilltop Holdings Inc. | 92,200 | $2,429 | 12/31/2023 |
EPD | 92,200 | $2,429 | 12/31/2023 |
Van ECK Associates Corp | 92,145 | $2,428 | 12/31/2023 |
EPD | 92,145 | $2,428 | 12/31/2023 |
Hutner Capital Management Inc. | 90,782 | $2,392 | 12/31/2023 |
EPD | 90,782 | $2,392 | 12/31/2023 |
Elgethun Capital Management | 89,359 | $2,355 | 12/31/2023 |
EPD | 89,359 | $2,355 | 12/31/2023 |
Advisors Asset Management Inc. | 88,831 | $2,341 | 12/31/2023 |
EPD | 88,831 | $2,341 | 12/31/2023 |
Peapack Gladstone Financial Corp | 88,730 | $2,338 | 12/31/2023 |
EPD | 88,730 | $2,338 | 12/31/2023 |
Evanson Asset Management LLC | 79,360 | $2,316 | 03/31/2024 |
EPD | 79,360 | $2,316 | 03/31/2024 |
InterOcean Capital Group LLC | 87,362 | $2,302 | 12/31/2023 |
EPD | 87,362 | $2,302 | 12/31/2023 |
Everett Harris & Co. CA | 78,389 | $2,287 | 03/31/2024 |
EPD | 78,389 | $2,287 | 03/31/2024 |
Foundations Investment Advisors LLC | 84,852 | $2,274 | 12/31/2023 |
EPD | 84,852 | $2,274 | 12/31/2023 |
Cowa LLC | 85,742 | $2,259 | 12/31/2023 |
EPD | 85,742 | $2,259 | 12/31/2023 |
Chatham Capital Group Inc. | 75,041 | $2,190 | 03/31/2024 |
EPD | 75,041 | $2,190 | 03/31/2024 |
Edmp Inc. | 74,510 | $2,174 | 03/31/2024 |
EPD | 74,510 | $2,174 | 03/31/2024 |
Walleye Capital LLC | $2,173 | 12/31/2023 | |
EPD | 83,986 | $2,213 | 12/31/2023 |
Put | 2,200 | $58 | 12/31/2023 |
Call | 700 | $18 | 12/31/2023 |
Pinnacle Holdings LLC | 82,173 | $2,165 | 12/31/2023 |
EPD | 82,173 | $2,165 | 12/31/2023 |
Samalin Investment Counsel LLC | 81,204 | $2,140 | 12/31/2023 |
EPD | 81,204 | $2,140 | 12/31/2023 |
Palisade Capital Management LLC NJ | 80,755 | $2,128 | 12/31/2023 |
EPD | 80,755 | $2,128 | 12/31/2023 |
Kestra Advisory Services LLC | 80,414 | $2,119 | 12/31/2023 |
EPD | 80,414 | $2,119 | 12/31/2023 |
CoreCap Advisors LLC | 80,164 | $2,112 | 12/31/2023 |
EPD | 80,164 | $2,112 | 12/31/2023 |
Flagship Harbor Advisors LLC | 72,336 | $2,111 | 03/31/2024 |
EPD | 72,336 | $2,111 | 03/31/2024 |
Bramshill Investments LLC | 79,379 | $2,092 | 12/31/2023 |
EPD | 79,379 | $2,092 | 12/31/2023 |
Lindbrook Capital LLC | 71,630 | $2,090 | 03/31/2024 |
EPD | 71,630 | $2,090 | 03/31/2024 |
Creegan & Nassoura Financial Group LLC | 79,226 | $2,088 | 12/31/2023 |
EPD | 79,226 | $2,088 | 12/31/2023 |
Highland Capital Management Fund Advisors L.P. | 78,631 | $2,072 | 12/31/2023 |
EPD | 78,631 | $2,072 | 12/31/2023 |
Atria Investments LLC | 78,546 | $2,070 | 12/31/2023 |
EPD | 78,546 | $2,070 | 12/31/2023 |
Cullen Frost Bankers Inc. | 77,662 | $2,046 | 12/31/2023 |
EPD | 77,662 | $2,046 | 12/31/2023 |
Charles Schwab Trust Co | 69,900 | $2,040 | 03/31/2024 |
EPD | 69,900 | $2,040 | 03/31/2024 |
Great Valley Advisor Group Inc. | 76,261 | $2,009 | 12/31/2023 |
EPD | 76,261 | $2,009 | 12/31/2023 |
Ronald Blue Trust Inc. | 73,111 | $2,001 | 12/31/2023 |
EPD | 73,111 | $2,001 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 68,076 | $1,986 | 03/31/2024 |
EPD | 68,076 | $1,986 | 03/31/2024 |
Caption Management LLC | $1,976 | 12/31/2023 | |
Call | 75,000 | $1,976 | 12/31/2023 |
Granby Capital Management LLC | 75,000 | $1,976 | 12/31/2023 |
EPD | 75,000 | $1,976 | 12/31/2023 |
Chiron Capital Management LLC | 74,606 | $1,966 | 12/31/2023 |
EPD | 74,606 | $1,966 | 12/31/2023 |
Covenant Asset Management LLC | 67,229 | $1,962 | 03/31/2024 |
EPD | 67,229 | $1,962 | 03/31/2024 |
Warren Averett Asset Management LLC | 74,455 | $1,962 | 12/31/2023 |
EPD | 74,455 | $1,962 | 12/31/2023 |
Pacer Advisors Inc. | 73,975 | $1,949 | 12/31/2023 |
EPD | 73,975 | $1,949 | 12/31/2023 |
Clarus Group Inc. | 66,302 | $1,935 | 03/31/2024 |
EPD | 66,302 | $1,935 | 03/31/2024 |
Huntington National Bank | 73,408 | $1,934 | 12/31/2023 |
EPD | 73,408 | $1,934 | 12/31/2023 |
Leavell Investment Management Inc. | 65,862 | $1,922 | 03/31/2024 |
EPD | 65,862 | $1,922 | 03/31/2024 |
Haverford Trust Co. | 72,383 | $1,907 | 12/31/2023 |
EPD | 72,383 | $1,907 | 12/31/2023 |
SL Advisors LLC | 72,056 | $1,899 | 12/31/2023 |
EPD | 72,056 | $1,899 | 12/31/2023 |
MADDEN SECURITIES Corp | 64,573 | $1,884 | 03/31/2024 |
EPD | 64,573 | $1,884 | 03/31/2024 |
GraniteShares Advisors LLC | 64,262 | $1,875 | 03/31/2024 |
EPD | 64,262 | $1,875 | 03/31/2024 |
Meixler Investment Management Ltd. | 71,150 | $1,875 | 12/31/2023 |
EPD | 71,150 | $1,875 | 12/31/2023 |
Buckingham Strategic Wealth LLC | 71,079 | $1,873 | 12/31/2023 |
EPD | 71,079 | $1,873 | 12/31/2023 |
Orleans Capital Management Corp LA | 70,738 | $1,864 | 12/31/2023 |
EPD | 70,738 | $1,864 | 12/31/2023 |
Perigon Wealth Management LLC | 70,449 | $1,856 | 12/31/2023 |
EPD | 70,449 | $1,856 | 12/31/2023 |
Belpointe Asset Management LLC | 69,962 | $1,844 | 12/31/2023 |
EPD | 69,962 | $1,844 | 12/31/2023 |
Verity Asset Management Inc. | 69,205 | $1,824 | 12/31/2023 |
EPD | 69,205 | $1,824 | 12/31/2023 |
Basso Capital Management L.P. | 69,077 | $1,820 | 12/31/2023 |
EPD | 69,077 | $1,820 | 12/31/2023 |
RS Crum Inc. | 68,703 | $1,810 | 12/31/2023 |
EPD | 68,703 | $1,810 | 12/31/2023 |
Bridges Investment Management Inc. | 60,945 | $1,778 | 03/31/2024 |
EPD | 60,945 | $1,778 | 03/31/2024 |
GM Advisory Group Inc. | 67,233 | $1,772 | 12/31/2023 |
EPD | 67,233 | $1,772 | 12/31/2023 |
Oppenheimer Asset Management Inc. | 66,373 | $1,749 | 12/31/2023 |
EPD | 66,373 | $1,749 | 12/31/2023 |
Pinnacle West Asset Management Inc. | 59,807 | $1,745 | 03/31/2024 |
EPD | 59,807 | $1,745 | 03/31/2024 |
Ashford Capital Management Inc. | 66,000 | $1,739 | 12/31/2023 |
EPD | 66,000 | $1,739 | 12/31/2023 |
Stock Yards Bank & Trust Co. | 65,483 | $1,725 | 12/31/2023 |
EPD | 65,483 | $1,725 | 12/31/2023 |
Clear Rock Advisors LLC | 65,443 | $1,717 | 12/31/2023 |
EPD | 65,443 | $1,717 | 12/31/2023 |
Chilton Investment Co. LLC | 64,814 | $1,708 | 12/31/2023 |
EPD | 64,814 | $1,708 | 12/31/2023 |
KKM Financial LLC | 64,681 | $1,704 | 12/31/2023 |
EPD | 64,681 | $1,704 | 12/31/2023 |
Bessemer Group Inc. | 64,357 | $1,697 | 12/31/2023 |
EPD | 64,357 | $1,697 | 12/31/2023 |
Silverberg Bernstein Capital Management LLC | 57,480 | $1,677 | 03/31/2024 |
EPD | 57,480 | $1,677 | 03/31/2024 |
Sowell Financial Services LLC | 63,519 | $1,674 | 12/31/2023 |
EPD | 63,519 | $1,674 | 12/31/2023 |
Optimist Retirement Group LLC | 63,365 | $1,670 | 12/31/2023 |
EPD | 63,365 | $1,670 | 12/31/2023 |
Smith Moore & CO. | 62,588 | $1,649 | 12/31/2023 |
EPD | 62,588 | $1,649 | 12/31/2023 |
Voya Financial Advisors Inc. | 62,377 | $1,635 | 12/31/2023 |
EPD | 62,377 | $1,635 | 12/31/2023 |
UMB Bank N A MO | 55,829 | $1,629 | 03/31/2024 |
EPD | 55,829 | $1,629 | 03/31/2024 |
Vaughan Nelson Investment Management L.P. | 55,760 | $1,627 | 03/31/2024 |
EPD | 55,760 | $1,627 | 03/31/2024 |
Edge Capital Group LLC | 60,431 | $1,592 | 12/31/2023 |
EPD | 60,431 | $1,592 | 12/31/2023 |
Gillespie Robinson & Grimm Inc. | 54,387 | $1,587 | 03/31/2024 |
EPD | 54,387 | $1,587 | 03/31/2024 |
C2C Wealth Management LLC | 60,396 | $1,583 | 12/31/2023 |
EPD | 60,396 | $1,583 | 12/31/2023 |
ELCO Management Co. LLC | 60,040 | $1,582 | 12/31/2023 |
EPD | 60,040 | $1,582 | 12/31/2023 |
F&V Capital Management LLC | 53,959 | $1,575 | 03/31/2024 |
EPD | 53,959 | $1,575 | 03/31/2024 |
Geode Capital Management LLC | 59,727 | $1,574 | 12/31/2023 |
EPD | 59,727 | $1,574 | 12/31/2023 |
Sheaff Brock Investment Advisors LLC | 59,702 | $1,573 | 12/31/2023 |
EPD | 59,702 | $1,573 | 12/31/2023 |
Albert D Mason Inc. | 53,656 | $1,566 | 03/31/2024 |
EPD | 53,656 | $1,566 | 03/31/2024 |
Avion Wealth | 58,666 | $1,546 | 12/31/2023 |
EPD | 58,666 | $1,546 | 12/31/2023 |
IFG Advisory LLC | 58,391 | $1,539 | 12/31/2023 |
EPD | 58,391 | $1,539 | 12/31/2023 |
Global Retirement Partners LLC | 52,706 | $1,538 | 03/31/2024 |
EPD | 52,706 | $1,538 | 03/31/2024 |
Ausdal Financial Partners Inc. | 52,488 | $1,532 | 03/31/2024 |
EPD | 52,488 | $1,532 | 03/31/2024 |
R.H. Dinel Investment Counsel Inc. | 52,350 | $1,528 | 03/31/2024 |
EPD | 52,350 | $1,528 | 03/31/2024 |
Quadrant Private Wealth Management LLC | 57,986 | $1,528 | 12/31/2023 |
EPD | 57,986 | $1,528 | 12/31/2023 |
E&G Advisors LP | 52,104 | $1,515 | 03/31/2024 |
EPD | 52,104 | $1,515 | 03/31/2024 |
Grey Street Capital LLC | 57,398 | $1,512 | 12/31/2023 |
EPD | 57,398 | $1,512 | 12/31/2023 |
Virtu Financial LLC | 56,750 | $1,495 | 12/31/2023 |
EPD | 56,750 | $1,495 | 12/31/2023 |
Lakewood Asset Management LLC | 51,167 | $1,493 | 03/31/2024 |
EPD | 51,167 | $1,493 | 03/31/2024 |
FORA Capital LLC | 56,215 | $1,481 | 12/31/2023 |
EPD | 56,215 | $1,481 | 12/31/2023 |
Exencial Wealth Advisors LLC | 55,566 | $1,464 | 12/31/2023 |
EPD | 55,566 | $1,464 | 12/31/2023 |
Aveo Capital Partners LLC | 55,566 | $1,464 | 12/31/2023 |
EPD | 55,566 | $1,464 | 12/31/2023 |
GFS Advisors LLC | 50,000 | $1,459 | 03/31/2024 |
EPD | 50,000 | $1,459 | 03/31/2024 |
Red Door Wealth Management LLC | 49,989 | $1,459 | 03/31/2024 |
EPD | 49,989 | $1,459 | 03/31/2024 |
Obermeyer Wood Investment Counsel Lllp | 55,154 | $1,453 | 12/31/2023 |
EPD | 55,154 | $1,453 | 12/31/2023 |
Atalanta Sosnoff Capital LLC | 55,000 | $1,449 | 12/31/2023 |
EPD | 55,000 | $1,449 | 12/31/2023 |
Transform Wealth LLC | 49,288 | $1,438 | 03/31/2024 |
EPD | 49,288 | $1,438 | 03/31/2024 |
TD Waterhouse Canada Inc. | 53,527 | $1,436 | 12/31/2023 |
EPD | 53,527 | $1,436 | 12/31/2023 |
DRW Securities LLC | 54,432 | $1,434 | 12/31/2023 |
EPD | 54,432 | $1,434 | 12/31/2023 |
Moseley Investment Management Inc. | 48,999 | $1,430 | 03/31/2024 |
EPD | 48,999 | $1,430 | 03/31/2024 |
STA Wealth Management LLC | 54,226 | $1,429 | 12/31/2023 |
EPD | 54,226 | $1,429 | 12/31/2023 |
Schnieders Capital Management LLC | 48,518 | $1,416 | 03/31/2024 |
EPD | 48,518 | $1,416 | 03/31/2024 |
Beaumont Financial Advisors LLC | 53,587 | $1,412 | 12/31/2023 |
EPD | 53,587 | $1,412 | 12/31/2023 |
Synovus Financial Corp | 53,552 | $1,411 | 12/31/2023 |
EPD | 53,552 | $1,411 | 12/31/2023 |
Patten Group Inc. | 48,082 | $1,403 | 03/31/2024 |
EPD | 48,082 | $1,403 | 03/31/2024 |
Banco Santander S.A. | 53,248 | $1,403 | 12/31/2023 |
EPD | 53,248 | $1,403 | 12/31/2023 |
Meridian Wealth Advisors LLC | 53,248 | $1,403 | 12/31/2023 |
EPD | 53,248 | $1,403 | 12/31/2023 |
CWM LLC | 47,820 | $1,395 | 03/31/2024 |
EPD | 47,820 | $1,395 | 03/31/2024 |
Kornitzer Capital Management Inc. KS | 52,650 | $1,387 | 12/31/2023 |
EPD | 52,650 | $1,387 | 12/31/2023 |
Wsfs Capital Management LLC | 52,357 | $1,380 | 12/31/2023 |
EPD | 52,357 | $1,380 | 12/31/2023 |
IHT Wealth Management LLC | 52,306 | $1,378 | 12/31/2023 |
EPD | 52,306 | $1,378 | 12/31/2023 |
Roanoke Asset Management Corp NY | 52,108 | $1,373 | 12/31/2023 |
EPD | 52,108 | $1,373 | 12/31/2023 |
PEAK6 Investments LLC | $1,373 | 12/31/2023 | |
Call | 55,600 | $1,465 | 12/31/2023 |
Put | 3,500 | $92 | 12/31/2023 |
BancorpSouth Bank | 52,063 | $1,372 | 12/31/2023 |
EPD | 52,063 | $1,372 | 12/31/2023 |
CIBC World Markets Inc. | 52,015 | $1,371 | 12/31/2023 |
EPD | 52,015 | $1,371 | 12/31/2023 |
McElhenny Sheffield Capital Management LLC | 46,637 | $1,361 | 03/31/2024 |
EPD | 46,637 | $1,361 | 03/31/2024 |
Sonora Investment Management Group LLC | 51,454 | $1,356 | 12/31/2023 |
EPD | 51,454 | $1,356 | 12/31/2023 |
Level Four Advisory Services LLC | 51,205 | $1,349 | 12/31/2023 |
EPD | 51,205 | $1,349 | 12/31/2023 |
Argent Advisors Inc. | 50,891 | $1,341 | 12/31/2023 |
EPD | 50,891 | $1,341 | 12/31/2023 |
Pinnacle Financial Partners Inc. | 50,659 | $1,335 | 12/31/2023 |
EPD | 50,659 | $1,335 | 12/31/2023 |
Pennsylvania Capital Management Inc. ADV | 50,616 | $1,334 | 12/31/2023 |
EPD | 50,616 | $1,334 | 12/31/2023 |
Spire Wealth Management | 45,682 | $1,333 | 03/31/2024 |
EPD | 45,682 | $1,333 | 03/31/2024 |
CMG Global Holdings LLC | 49,263 | $1,330 | 12/31/2023 |
EPD | 49,263 | $1,330 | 12/31/2023 |
Silver Lake Advisory LLC | 45,471 | $1,327 | 03/31/2024 |
EPD | 45,471 | $1,327 | 03/31/2024 |
American Assets Investment Management LLC | 50,000 | $1,318 | 12/31/2023 |
EPD | 50,000 | $1,318 | 12/31/2023 |
Capital Investment Advisory Services LLC | 45,070 | $1,315 | 03/31/2024 |
EPD | 45,070 | $1,315 | 03/31/2024 |
Round Rock Advisors LLC | 44,800 | $1,307 | 03/31/2024 |
EPD | 44,800 | $1,307 | 03/31/2024 |
Robertson Stephens Wealth Management LLC | 49,276 | $1,298 | 12/31/2023 |
EPD | 49,276 | $1,298 | 12/31/2023 |
International Assets Investment Management LLC | 44,077 | $1,295 | 03/31/2024 |
EPD | 44,077 | $1,295 | 03/31/2024 |
Resources Investment Advisors LLC. | 48,896 | $1,288 | 12/31/2023 |
EPD | 48,896 | $1,288 | 12/31/2023 |
Jamison Private Wealth Management Inc. | 44,005 | $1,284 | 03/31/2024 |
EPD | 44,005 | $1,284 | 03/31/2024 |
Country Club Bank GFN | 43,850 | $1,280 | 03/31/2024 |
EPD | 43,850 | $1,280 | 03/31/2024 |
Lee Financial Co | 48,453 | $1,277 | 12/31/2023 |
EPD | 48,453 | $1,277 | 12/31/2023 |
Quantum Private Wealth LLC | 48,112 | $1,268 | 12/31/2023 |
EPD | 48,112 | $1,268 | 12/31/2023 |
Penn Mutual Asset Management LLC | 47,663 | $1,256 | 12/31/2023 |
EPD | 47,663 | $1,256 | 12/31/2023 |
Wellington Shields & Co. LLC | 47,648 | $1,256 | 12/31/2023 |
EPD | 47,648 | $1,256 | 12/31/2023 |
Levy Wealth Management Group LLC | 42,903 | $1,252 | 03/31/2024 |
EPD | 42,903 | $1,252 | 03/31/2024 |
Carnegie Capital Asset Management LLC | 47,473 | $1,251 | 12/31/2023 |
EPD | 47,473 | $1,251 | 12/31/2023 |
One Charles Private Wealth Services LLC | 46,999 | $1,238 | 12/31/2023 |
EPD | 46,999 | $1,238 | 12/31/2023 |
Optimum Investment Advisors | 41,804 | $1,220 | 03/31/2024 |
EPD | 41,804 | $1,220 | 03/31/2024 |
DF Dent & Co. Inc. | 46,297 | $1,220 | 12/31/2023 |
EPD | 46,297 | $1,220 | 12/31/2023 |
Mitchell Mcleod Pugh & Williams Inc. | 46,128 | $1,215 | 12/31/2023 |
EPD | 46,128 | $1,215 | 12/31/2023 |
Artisan Partners Limited Partnership | 46,061 | $1,214 | 12/31/2023 |
EPD | 46,061 | $1,214 | 12/31/2023 |
Sweet Financial Partners LLC | 41,564 | $1,213 | 03/31/2024 |
EPD | 41,564 | $1,213 | 03/31/2024 |
Grassi Investment Management | 41,200 | $1,202 | 03/31/2024 |
EPD | 41,200 | $1,202 | 03/31/2024 |
Objectivity Squared LLC | 41,083 | $1,198 | 03/31/2024 |
EPD | 41,083 | $1,198 | 03/31/2024 |
Bogart Wealth LLC | 40,745 | $1,189 | 03/31/2024 |
EPD | 40,745 | $1,189 | 03/31/2024 |
Narwhal Capital Management | 40,600 | $1,185 | 03/31/2024 |
EPD | 40,600 | $1,185 | 03/31/2024 |
J.W. Cole Advisors Inc. | 44,075 | $1,161 | 12/31/2023 |
EPD | 44,075 | $1,161 | 12/31/2023 |
Overbrook Management Corp | 39,577 | $1,155 | 03/31/2024 |
EPD | 39,577 | $1,155 | 03/31/2024 |
Asset Dedication LLC | 39,359 | $1,150 | 03/31/2024 |
EPD | 39,359 | $1,150 | 03/31/2024 |
SeaBridge Investment Advisors LLC | 43,482 | $1,146 | 12/31/2023 |
EPD | 43,482 | $1,146 | 12/31/2023 |
RSM US Wealth Management LLC | 43,374 | $1,143 | 12/31/2023 |
EPD | 43,374 | $1,143 | 12/31/2023 |
NBC Securities Inc. | 39,121 | $1,141 | 03/31/2024 |
EPD | 39,121 | $1,141 | 03/31/2024 |
Gratus Capital LLC | 43,320 | $1,141 | 12/31/2023 |
EPD | 43,320 | $1,141 | 12/31/2023 |
Lmcg Investments LLC | 43,072 | $1,135 | 12/31/2023 |
EPD | 43,072 | $1,135 | 12/31/2023 |
Trinity Legacy Partners LLC | 38,870 | $1,134 | 03/31/2024 |
EPD | 38,870 | $1,134 | 03/31/2024 |
Veracity Capital LLC | 38,461 | $1,122 | 03/31/2024 |
EPD | 38,461 | $1,122 | 03/31/2024 |
Brown Brothers Harriman & Co. | 42,148 | $1,111 | 12/31/2023 |
EPD | 42,148 | $1,111 | 12/31/2023 |
Busey Wealth Management | 37,294 | $1,088 | 03/31/2024 |
EPD | 37,294 | $1,088 | 03/31/2024 |
Stokes Capital Advisors LLC | 36,778 | $1,073 | 03/31/2024 |
EPD | 36,778 | $1,073 | 03/31/2024 |
Geneva Partners LLC | 40,496 | $1,067 | 12/31/2023 |
EPD | 40,496 | $1,067 | 12/31/2023 |
Griffin Asset Management Inc. | 36,541 | $1,066 | 03/31/2024 |
EPD | 36,541 | $1,066 | 03/31/2024 |
Applied Capital LLC FL | 36,401 | $1,062 | 03/31/2024 |
EPD | 36,401 | $1,062 | 03/31/2024 |
Financial Management Professionals Inc. | 36,352 | $1,061 | 03/31/2024 |
EPD | 36,352 | $1,061 | 03/31/2024 |
Parallel Advisors LLC | 40,201 | $1,059 | 12/31/2023 |
EPD | 40,201 | $1,059 | 12/31/2023 |
Parkwood LLC | 40,038 | $1,055 | 12/31/2023 |
EPD | 40,038 | $1,055 | 12/31/2023 |
Rollins Financial | 40,023 | $1,055 | 12/31/2023 |
EPD | 40,023 | $1,055 | 12/31/2023 |
Rollins Financial Advisors LLC | 40,023 | $1,055 | 12/31/2023 |
EPD | 40,023 | $1,055 | 12/31/2023 |
Asset Allocation Strategies LLC | 40,047 | $1,055 | 12/31/2023 |
EPD | 40,047 | $1,055 | 12/31/2023 |
Winmill & CO. Inc. | 40,000 | $1,054 | 12/31/2023 |
EPD | 40,000 | $1,054 | 12/31/2023 |
Fore Capital LLC | 40,000 | $1,054 | 12/31/2023 |
EPD | 40,000 | $1,054 | 12/31/2023 |
We Are One Seven LLC | 39,478 | $1,040 | 12/31/2023 |
EPD | 39,478 | $1,040 | 12/31/2023 |
Congress Wealth Management LLC DE | 35,526 | $1,037 | 03/31/2024 |
EPD | 35,526 | $1,037 | 03/31/2024 |
Eaton Financial Holdings Company LLC | 35,401 | $1,033 | 03/31/2024 |
EPD | 35,401 | $1,033 | 03/31/2024 |
Kovack Advisors Inc. | 35,367 | $1,032 | 03/31/2024 |
EPD | 35,367 | $1,032 | 03/31/2024 |
TCW Group Inc. | 38,924 | $1,026 | 12/31/2023 |
EPD | 38,924 | $1,026 | 12/31/2023 |
Wesbanco Bank Inc. | 35,033 | $1,022 | 03/31/2024 |
EPD | 35,033 | $1,022 | 03/31/2024 |
Novak & Powell Financial Services Inc. | 38,559 | $1,016 | 12/31/2023 |
EPD | 38,559 | $1,016 | 12/31/2023 |
Whitener Capital Management Inc. | 34,714 | $1,013 | 03/31/2024 |
EPD | 34,714 | $1,013 | 03/31/2024 |
Wilkinson Global Asset Management LLC | 38,300 | $1,009 | 12/31/2023 |
EPD | 38,300 | $1,009 | 12/31/2023 |
Pointe Capital Management LLC | 38,188 | $1,006 | 12/31/2023 |
EPD | 38,188 | $1,006 | 12/31/2023 |
Kingsview Wealth Management LLC | 37,968 | $1,000 | 12/31/2023 |
EPD | 37,968 | $1,000 | 12/31/2023 |
Chicago Capital LLC | 34,018 | $993 | 03/31/2024 |
EPD | 34,018 | $993 | 03/31/2024 |
Steel Peak Wealth Management LLC | 33,975 | $991 | 03/31/2024 |
EPD | 33,975 | $991 | 03/31/2024 |
Stockman Wealth Management Inc. | 33,265 | $971 | 03/31/2024 |
EPD | 33,265 | $971 | 03/31/2024 |
Waterfront Wealth Inc. | 36,732 | $968 | 12/31/2023 |
EPD | 36,732 | $968 | 12/31/2023 |
Anchor Investment Management LLC | 36,690 | $967 | 12/31/2023 |
EPD | 36,690 | $967 | 12/31/2023 |
Beverly Hills Private Wealth LLC | 36,459 | $961 | 12/31/2023 |
EPD | 36,459 | $961 | 12/31/2023 |
Tyche Wealth Partners LLC | 32,870 | $959 | 03/31/2024 |
EPD | 32,870 | $959 | 03/31/2024 |
Hartford Financial Management Inc. | 32,745 | $956 | 03/31/2024 |
EPD | 32,745 | $956 | 03/31/2024 |
Searle & CO. | 36,288 | $956 | 12/31/2023 |
EPD | 36,288 | $956 | 12/31/2023 |
Park Avenue Securities LLC | 32,577 | $951 | 03/31/2024 |
EPD | 32,577 | $951 | 03/31/2024 |
Mosaic Family Wealth Partners LLC | 36,053 | $950 | 12/31/2023 |
EPD | 36,053 | $950 | 12/31/2023 |
Financial Counselors Inc. | 35,948 | $947 | 12/31/2023 |
EPD | 35,948 | $947 | 12/31/2023 |
Valley National Advisers Inc. | 32,431 | $946 | 03/31/2024 |
EPD | 32,431 | $946 | 03/31/2024 |
Stablepoint Partners LLC | 32,418 | $946 | 03/31/2024 |
EPD | 32,418 | $946 | 03/31/2024 |
Allen Wealth Management LLC | 35,296 | $930 | 12/31/2023 |
EPD | 35,296 | $930 | 12/31/2023 |
Benedetti & Gucer Inc. | 35,162 | $927 | 12/31/2023 |
EPD | 35,162 | $927 | 12/31/2023 |
Paradigm Asset Management Co. LLC | 34,900 | $920 | 12/31/2023 |
EPD | 34,900 | $920 | 12/31/2023 |
NTV Asset Management LLC | 34,706 | $915 | 12/31/2023 |
EPD | 34,706 | $915 | 12/31/2023 |
CENTRAL TRUST Co | 31,257 | $912 | 03/31/2024 |
EPD | 31,257 | $912 | 03/31/2024 |
Northern Financial Advisors Inc | 34,224 | $902 | 12/31/2023 |
EPD | 34,224 | $902 | 12/31/2023 |
Wedmont Private Capital | 30,708 | $899 | 03/31/2024 |
EPD | 30,708 | $899 | 03/31/2024 |
Requisite Capital Management LLC | 30,734 | $897 | 03/31/2024 |
EPD | 30,734 | $897 | 03/31/2024 |
Magnus Financial Group LLC | 33,966 | $895 | 12/31/2023 |
EPD | 33,966 | $895 | 12/31/2023 |
AMI Investment Management Inc. | 30,526 | $891 | 03/31/2024 |
EPD | 30,526 | $891 | 03/31/2024 |
Aull & Monroe Investment Management Corp | 33,831 | $891 | 12/31/2023 |
EPD | 33,831 | $891 | 12/31/2023 |
Greenline Partners LLC | 33,559 | $884 | 12/31/2023 |
EPD | 33,559 | $884 | 12/31/2023 |
WCG Wealth Advisors LLC | 33,405 | $880 | 12/31/2023 |
EPD | 33,405 | $880 | 12/31/2023 |
Quadrant Capital Group LLC | 33,346 | $879 | 12/31/2023 |
EPD | 33,346 | $879 | 12/31/2023 |
Merit Financial Group LLC | 33,183 | $874 | 12/31/2023 |
EPD | 33,183 | $874 | 12/31/2023 |
Galvin Gaustad & Stein LLC | 29,810 | $870 | 03/31/2024 |
EPD | 29,810 | $870 | 03/31/2024 |
Golden State Equity Partners | 32,887 | $867 | 12/31/2023 |
EPD | 32,887 | $867 | 12/31/2023 |
Fiduciary Trust Co. | 32,426 | $854 | 12/31/2023 |
EPD | 32,426 | $854 | 12/31/2023 |
Associated Banc Corp | 32,345 | $852 | 12/31/2023 |
EPD | 32,345 | $852 | 12/31/2023 |
Quad Cities Investment Group LLC | 29,122 | $850 | 03/31/2024 |
EPD | 29,122 | $850 | 03/31/2024 |
Adviser Investments LLC | 32,235 | $849 | 12/31/2023 |
EPD | 32,235 | $849 | 12/31/2023 |
Waters Parkerson & CO. LLC | 31,989 | $843 | 12/31/2023 |
EPD | 31,989 | $843 | 12/31/2023 |
Guyasuta Investment Advisors Inc. | 28,808 | $841 | 03/31/2024 |
EPD | 28,808 | $841 | 03/31/2024 |
Frisch Financial Group Inc. | 31,652 | $834 | 12/31/2023 |
EPD | 31,652 | $834 | 12/31/2023 |
Rockwood Wealth Management LLC | 28,541 | $833 | 03/31/2024 |
EPD | 28,541 | $833 | 03/31/2024 |
Pasadena Private Wealth LLC | 28,515 | $832 | 03/31/2024 |
EPD | 28,515 | $832 | 03/31/2024 |
McAdam LLC | 28,298 | $826 | 03/31/2024 |
EPD | 28,298 | $826 | 03/31/2024 |
Harbour Investments Inc. | 30,654 | $808 | 12/31/2023 |
EPD | 30,654 | $808 | 12/31/2023 |
Home Federal Bank of Tennessee | 27,610 | $806 | 03/31/2024 |
EPD | 27,610 | $806 | 03/31/2024 |
Natixis | 30,572 | $806 | 12/31/2023 |
EPD | 30,572 | $806 | 12/31/2023 |
CFO4Life Group LLC | 30,517 | $804 | 12/31/2023 |
EPD | 30,517 | $804 | 12/31/2023 |
Wealth Alliance | 30,238 | $797 | 12/31/2023 |
EPD | 30,238 | $797 | 12/31/2023 |
Claro Advisors LLC | 27,278 | $796 | 03/31/2024 |
EPD | 27,278 | $796 | 03/31/2024 |
Mather Group LLC. | 27,238 | $795 | 03/31/2024 |
EPD | 27,238 | $795 | 03/31/2024 |
Principal Securities Inc. | 30,167 | $795 | 12/31/2023 |
EPD | 30,167 | $795 | 12/31/2023 |
Fifth Third Bancorp | 27,157 | $792 | 03/31/2024 |
EPD | 27,157 | $792 | 03/31/2024 |
HM Payson & Co. | 30,050 | $792 | 12/31/2023 |
EPD | 30,050 | $792 | 12/31/2023 |
Sargent Investment Group LLC | 30,005 | $791 | 12/31/2023 |
EPD | 30,005 | $791 | 12/31/2023 |
Sage Mountain Advisors LLC | 27,017 | $788 | 03/31/2024 |
EPD | 27,017 | $788 | 03/31/2024 |
Walleye Trading LLC | $788 | 12/31/2023 | |
Call | 66,500 | $1,752 | 12/31/2023 |
Put | 36,600 | $964 | 12/31/2023 |
Daymark Wealth Partners LLC | 26,829 | $783 | 03/31/2024 |
EPD | 26,829 | $783 | 03/31/2024 |
Parkside Financial Bank & Trust | 29,488 | $777 | 12/31/2023 |
EPD | 29,488 | $777 | 12/31/2023 |
Ellenbecker Investment Group | 26,606 | $776 | 03/31/2024 |
EPD | 26,606 | $776 | 03/31/2024 |
HBW Advisory Services LLC | 26,610 | $776 | 03/31/2024 |
EPD | 26,610 | $776 | 03/31/2024 |
StrategIQ Financial Group LLC | 29,284 | $772 | 12/31/2023 |
EPD | 29,284 | $772 | 12/31/2023 |
Investors Research Corp | 29,300 | $772 | 12/31/2023 |
EPD | 29,300 | $772 | 12/31/2023 |
Advisor OS LLC | 29,106 | $767 | 12/31/2023 |
EPD | 29,106 | $767 | 12/31/2023 |
Brookstone Capital Management | 26,157 | $763 | 03/31/2024 |
EPD | 26,157 | $763 | 03/31/2024 |
Sawtooth Solutions LLC | 28,936 | $762 | 12/31/2023 |
EPD | 28,936 | $762 | 12/31/2023 |
Bleakley Financial Group LLC | 28,936 | $762 | 12/31/2023 |
EPD | 28,936 | $762 | 12/31/2023 |
TIAA Trust National Association | 28,925 | $762 | 12/31/2023 |
EPD | 28,925 | $762 | 12/31/2023 |
Russell Investments Group Ltd. | 28,820 | $759 | 12/31/2023 |
EPD | 28,820 | $759 | 12/31/2023 |
WealthTrust Axiom LLC | 28,668 | $755 | 12/31/2023 |
EPD | 28,668 | $755 | 12/31/2023 |
South Street Advisors LLC | 28,620 | $754 | 12/31/2023 |
EPD | 28,620 | $754 | 12/31/2023 |
White Pine Investment CO | 25,780 | $752 | 03/31/2024 |
EPD | 25,780 | $752 | 03/31/2024 |
Heritage Investors Management Corp | 28,360 | $747 | 12/31/2023 |
EPD | 28,360 | $747 | 12/31/2023 |
Rede Wealth LLC | 28,110 | $741 | 12/31/2023 |
EPD | 28,110 | $741 | 12/31/2023 |
Pacitti Group Inc. | 28,046 | $739 | 12/31/2023 |
EPD | 28,046 | $739 | 12/31/2023 |
Donoghue Forlines LLC | 28,021 | $738 | 12/31/2023 |
EPD | 28,021 | $738 | 12/31/2023 |
Monetary Management Group Inc. | 27,660 | $729 | 12/31/2023 |
EPD | 27,660 | $729 | 12/31/2023 |
Muhlenkamp & Co. Inc. | 24,855 | $725 | 03/31/2024 |
EPD | 24,855 | $725 | 03/31/2024 |
Colony Group LLC | 27,510 | $725 | 12/31/2023 |
EPD | 27,510 | $725 | 12/31/2023 |
Transcend Wealth Collective LLC | 27,487 | $724 | 12/31/2023 |
EPD | 27,487 | $724 | 12/31/2023 |
First Financial Bankshares Inc | 27,431 | $723 | 12/31/2023 |
EPD | 27,431 | $723 | 12/31/2023 |
HWG Holdings LP | 27,456 | $723 | 12/31/2023 |
EPD | 27,456 | $723 | 12/31/2023 |
Platform Technology Partners | 27,245 | $722 | 12/31/2023 |
EPD | 27,245 | $722 | 12/31/2023 |
Toroso Investments LLC | 27,262 | $718 | 12/31/2023 |
EPD | 27,262 | $718 | 12/31/2023 |
Cresta Advisors Ltd. | 27,250 | $718 | 12/31/2023 |
EPD | 27,250 | $718 | 12/31/2023 |
Rappaport Reiches Capital Management LLC | 24,569 | $717 | 03/31/2024 |
EPD | 24,569 | $717 | 03/31/2024 |
Wilbanks Smith & Thomas Asset Management LLC | 26,924 | $709 | 12/31/2023 |
EPD | 26,924 | $709 | 12/31/2023 |
Capital City Trust Co. FL | 26,876 | $708 | 12/31/2023 |
EPD | 26,876 | $708 | 12/31/2023 |
Olistico Wealth LLC | 24,242 | $707 | 03/31/2024 |
EPD | 24,242 | $707 | 03/31/2024 |
PFG Advisors | 26,761 | $705 | 12/31/2023 |
EPD | 26,761 | $705 | 12/31/2023 |
IFP Advisors Inc | 26,591 | $701 | 12/31/2023 |
EPD | 26,591 | $701 | 12/31/2023 |
Merrion Investment Management Co LLC | 23,940 | $699 | 03/31/2024 |
EPD | 23,940 | $699 | 03/31/2024 |
Addis & Hill Inc | 23,321 | $697 | 03/31/2024 |
EPD | 23,321 | $697 | 03/31/2024 |
Essex Financial Services Inc. | 23,773 | $694 | 03/31/2024 |
EPD | 23,773 | $694 | 03/31/2024 |
Schwarz Dygos Wheeler Investment Advisors LLC | 25,949 | $684 | 12/31/2023 |
EPD | 25,949 | $684 | 12/31/2023 |
Balentine LLC | 25,880 | $682 | 12/31/2023 |
EPD | 25,880 | $682 | 12/31/2023 |
Stratos Wealth Advisors LLC | 23,287 | $680 | 03/31/2024 |
EPD | 23,287 | $680 | 03/31/2024 |
Moloney Securities Asset Management LLC | 25,753 | $679 | 12/31/2023 |
EPD | 25,753 | $679 | 12/31/2023 |
Firestone Capital Management | 25,704 | $677 | 12/31/2023 |
EPD | 25,704 | $677 | 12/31/2023 |
Ipswich Investment Management Co. Inc. | 23,127 | $675 | 03/31/2024 |
EPD | 23,127 | $675 | 03/31/2024 |
Welch & Forbes LLC | 25,339 | $668 | 12/31/2023 |
EPD | 25,339 | $668 | 12/31/2023 |
HBK Sorce Advisory LLC | 25,351 | $668 | 12/31/2023 |
EPD | 25,351 | $668 | 12/31/2023 |
Ellis Investment Partners LLC | 22,829 | $666 | 03/31/2024 |
EPD | 22,829 | $666 | 03/31/2024 |
Cliftonlarsonallen Wealth Advisors LLC | 25,263 | $666 | 12/31/2023 |
EPD | 25,263 | $666 | 12/31/2023 |
Cornerstone Wealth Management LLC | 22,643 | $661 | 03/31/2024 |
EPD | 22,643 | $661 | 03/31/2024 |
Cascade Investment Advisors Inc. | 22,626 | $660 | 03/31/2024 |
EPD | 22,626 | $660 | 03/31/2024 |
RBF Capital LLC | 25,000 | $659 | 12/31/2023 |
EPD | 25,000 | $659 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 25,014 | $659 | 12/31/2023 |
EPD | 25,014 | $659 | 12/31/2023 |
Mark Asset Management LP | 24,948 | $657 | 12/31/2023 |
EPD | 24,948 | $657 | 12/31/2023 |
Patriot Investment Management Inc. | 22,486 | $656 | 03/31/2024 |
EPD | 22,486 | $656 | 03/31/2024 |
Pine Valley Investments Ltd Liability Co | 24,804 | $654 | 12/31/2023 |
EPD | 24,804 | $654 | 12/31/2023 |
Almanack Investment Partners LLC. | 24,701 | $651 | 12/31/2023 |
EPD | 24,701 | $651 | 12/31/2023 |
Leo Wealth LLC | 24,314 | $645 | 12/31/2023 |
EPD | 24,314 | $645 | 12/31/2023 |
Morton Capital Management LLC CA | 22,023 | $643 | 03/31/2024 |
EPD | 22,023 | $643 | 03/31/2024 |
Crawford Investment Counsel Inc. | 24,349 | $642 | 12/31/2023 |
EPD | 24,349 | $642 | 12/31/2023 |
Private Trust Co. NA | 21,949 | $640 | 03/31/2024 |
EPD | 21,949 | $640 | 03/31/2024 |
Mill Creek Capital Advisors LLC | 24,253 | $639 | 12/31/2023 |
EPD | 24,253 | $639 | 12/31/2023 |
Epiq Partners LLC | 21,860 | $638 | 03/31/2024 |
EPD | 21,860 | $638 | 03/31/2024 |
First Horizon Advisors Inc. | 21,833 | $637 | 03/31/2024 |
EPD | 21,833 | $637 | 03/31/2024 |
Csenge Advisory Group | 24,144 | $636 | 12/31/2023 |
EPD | 24,144 | $636 | 12/31/2023 |
MTM Investment Management LLC | 21,697 | $633 | 03/31/2024 |
EPD | 21,697 | $633 | 03/31/2024 |
KCM Investment Advisors LLC | 24,018 | $633 | 12/31/2023 |
EPD | 24,018 | $633 | 12/31/2023 |
Pettinga Financial Advisors LLC | 21,609 | $631 | 03/31/2024 |
EPD | 21,609 | $631 | 03/31/2024 |
Ellsworth Advisors LLC | 21,576 | $627 | 03/31/2024 |
EPD | 21,576 | $627 | 03/31/2024 |
Bridgewealth Advisory Group LLC | 21,464 | $626 | 03/31/2024 |
EPD | 21,464 | $626 | 03/31/2024 |
Aspen Grove Capital LLC | 23,706 | $625 | 12/31/2023 |
EPD | 23,706 | $625 | 12/31/2023 |
Zega Financial LLC | $622 | 12/31/2023 | |
EPD | 23,600 | $622 | 12/31/2023 |
Call | 23,000 | $0 | 12/31/2023 |
Jacobi Capital Management LLC | 23,622 | $622 | 12/31/2023 |
EPD | 23,622 | $622 | 12/31/2023 |
Powers Advisory Group LLC | 21,268 | $621 | 03/31/2024 |
EPD | 21,268 | $621 | 03/31/2024 |
Sabal Trust CO | 23,559 | $621 | 12/31/2023 |
EPD | 23,559 | $621 | 12/31/2023 |
RDA Financial Network | 21,239 | $620 | 03/31/2024 |
EPD | 21,239 | $620 | 03/31/2024 |
Clifford Swan Investment Counsel LLC | 21,218 | $619 | 03/31/2024 |
EPD | 21,218 | $619 | 03/31/2024 |
Carlton Hofferkamp & Jenks Wealth Management LLC | 21,376 | $618 | 03/31/2024 |
EPD | 21,376 | $618 | 03/31/2024 |
Pegasus Partners Ltd. | 21,123 | $616 | 03/31/2024 |
EPD | 21,123 | $616 | 03/31/2024 |
Eagle Ridge Investment Management | 21,034 | $614 | 03/31/2024 |
EPD | 21,034 | $614 | 03/31/2024 |
Simplicity Wealth LLC | 20,849 | $608 | 03/31/2024 |
EPD | 20,849 | $608 | 03/31/2024 |
Silvia Mccoll Wealth Management LLC | 20,862 | $608 | 03/31/2024 |
EPD | 20,862 | $608 | 03/31/2024 |
Brown Miller Wealth Management LLC | 20,785 | $606 | 03/31/2024 |
EPD | 20,785 | $606 | 03/31/2024 |
Lakeview Capital Partners LLC | 23,011 | $606 | 12/31/2023 |
EPD | 23,011 | $606 | 12/31/2023 |
CWA Asset Management Group LLC | 22,955 | $605 | 12/31/2023 |
EPD | 22,955 | $605 | 12/31/2023 |
Your Advocates Ltd. LLP | 22,906 | $604 | 12/31/2023 |
EPD | 22,906 | $604 | 12/31/2023 |
PSI Advisors LLC | 20,649 | $603 | 03/31/2024 |
EPD | 20,649 | $603 | 03/31/2024 |
RiverGlades Family Offices LLC | 22,722 | $602 | 12/31/2023 |
EPD | 22,722 | $602 | 12/31/2023 |
Buckingham Strategic Partners | 22,811 | $601 | 12/31/2023 |
EPD | 22,811 | $601 | 12/31/2023 |
Callan Capital LLC | 22,681 | $598 | 12/31/2023 |
EPD | 22,681 | $598 | 12/31/2023 |
American National Bank | 20,469 | $597 | 03/31/2024 |
EPD | 20,469 | $597 | 03/31/2024 |
Wealthstar Advisors LLC | 20,356 | $594 | 03/31/2024 |
EPD | 20,356 | $594 | 03/31/2024 |
Shepherd Kaplan Krochuk LLC | 22,538 | $594 | 12/31/2023 |
EPD | 22,538 | $594 | 12/31/2023 |
BBR Partners LLC | 22,500 | $593 | 12/31/2023 |
EPD | 22,500 | $593 | 12/31/2023 |
Clear Street Markets LLC | $591 | 12/31/2023 | |
EPD | 42,600 | $1,123 | 12/31/2023 |
Put | 20,200 | $532 | 12/31/2023 |
ST Germain D J Co. Inc. | 20,200 | $589 | 03/31/2024 |
EPD | 20,200 | $589 | 03/31/2024 |
BSW Wealth Partners | 20,188 | $589 | 03/31/2024 |
EPD | 20,188 | $589 | 03/31/2024 |
Norden Group LLC | 20,097 | $587 | 03/31/2024 |
EPD | 20,097 | $587 | 03/31/2024 |
Liberty Capital Management Inc. | 20,054 | $585 | 03/31/2024 |
EPD | 20,054 | $585 | 03/31/2024 |
Axxcess Wealth Management LLC | 22,200 | $585 | 12/31/2023 |
EPD | 22,200 | $585 | 12/31/2023 |
Romano Brothers AND Company | 20,008 | $584 | 03/31/2024 |
EPD | 20,008 | $584 | 03/31/2024 |
Walter & Keenan Financial Consulting Co. MI ADV | 22,048 | $581 | 12/31/2023 |
EPD | 22,048 | $581 | 12/31/2023 |
CAPROCK Group Inc. | 22,042 | $581 | 12/31/2023 |
EPD | 22,042 | $581 | 12/31/2023 |
Arete Wealth Advisors LLC | 21,975 | $579 | 12/31/2023 |
EPD | 21,975 | $579 | 12/31/2023 |
Ieq Capital LLC | 21,860 | $576 | 12/31/2023 |
EPD | 21,860 | $576 | 12/31/2023 |
Geneos Wealth Management Inc. | 21,819 | $575 | 12/31/2023 |
EPD | 21,819 | $575 | 12/31/2023 |
Douglas Lane & Associates LLC | 19,604 | $572 | 03/31/2024 |
EPD | 19,604 | $572 | 03/31/2024 |
Davis R M Inc. | 21,710 | $572 | 12/31/2023 |
EPD | 21,710 | $572 | 12/31/2023 |
Chapin Davis Inc. | 19,521 | $570 | 03/31/2024 |
EPD | 19,521 | $570 | 03/31/2024 |
Archer Investment Corp | 21,615 | $570 | 12/31/2023 |
EPD | 21,615 | $570 | 12/31/2023 |
Modus Advisors LLC | 19,451 | $568 | 03/31/2024 |
EPD | 19,451 | $568 | 03/31/2024 |
Personal CFO Solutions LLC | 21,538 | $568 | 12/31/2023 |
EPD | 21,538 | $568 | 12/31/2023 |
Redwood Wealth Management Group LLC | 21,330 | $562 | 12/31/2023 |
EPD | 21,330 | $562 | 12/31/2023 |
Virtus ETF Advisers LLC | 21,221 | $559 | 12/31/2023 |
EPD | 21,221 | $559 | 12/31/2023 |
Charter Research & Investment Group Inc. | 21,160 | $558 | 12/31/2023 |
EPD | 21,160 | $558 | 12/31/2023 |
Venture Visionary Partners LLC | 21,191 | $558 | 12/31/2023 |
EPD | 21,191 | $558 | 12/31/2023 |
Graves Light Private Wealth Management Inc. | 21,140 | $557 | 12/31/2023 |
EPD | 21,140 | $557 | 12/31/2023 |
Samjo Management LLC | 21,100 | $556 | 12/31/2023 |
EPD | 21,100 | $556 | 12/31/2023 |
Mayflower Financial Advisors LLC | 21,014 | $554 | 12/31/2023 |
EPD | 21,014 | $554 | 12/31/2023 |
Financial Advocates Investment Management | 20,954 | $552 | 12/31/2023 |
EPD | 20,954 | $552 | 12/31/2023 |
Beaird Harris Wealth Management LLC | 20,800 | $548 | 12/31/2023 |
EPD | 20,800 | $548 | 12/31/2023 |
Wade G W & Inc. | 20,734 | $546 | 12/31/2023 |
EPD | 20,734 | $546 | 12/31/2023 |
Tranquility Partners LLC | 20,717 | $546 | 12/31/2023 |
EPD | 20,717 | $546 | 12/31/2023 |
Sequoia Financial Advisors LLC | 20,635 | $544 | 12/31/2023 |
EPD | 20,635 | $544 | 12/31/2023 |
Albion Financial Group UT | 18,582 | $542 | 03/31/2024 |
EPD | 18,582 | $542 | 03/31/2024 |
Mission Wealth Management LP | 20,587 | $542 | 12/31/2023 |
EPD | 20,587 | $542 | 12/31/2023 |
Proequities Inc. | $541 | 12/31/2023 | |
EPD | 20,543 | $541 | 12/31/2023 |
Put | 0 | $0 | 12/31/2023 |
Call | 0 | $0 | 12/31/2023 |
HFG Advisors Inc. | 18,520 | $540 | 03/31/2024 |
EPD | 18,520 | $540 | 03/31/2024 |
Trust Co. of Virginia VA | 18,450 | $538 | 03/31/2024 |
EPD | 18,450 | $538 | 03/31/2024 |
Davis Investment Partners LLC | 18,463 | $538 | 03/31/2024 |
EPD | 18,463 | $538 | 03/31/2024 |
Perritt Capital Management Inc. | 20,425 | $538 | 12/31/2023 |
EPD | 20,425 | $538 | 12/31/2023 |
Hodges Capital Management Inc. | 18,417 | $537 | 03/31/2024 |
EPD | 18,417 | $537 | 03/31/2024 |
Heritage Trust Co | 20,395 | $537 | 12/31/2023 |
EPD | 20,395 | $537 | 12/31/2023 |
Partners Group Holding AG | 20,358 | $536 | 12/31/2023 |
EPD | 20,358 | $536 | 12/31/2023 |
Steele Capital Management Inc. | 18,347 | $535 | 03/31/2024 |
EPD | 18,347 | $535 | 03/31/2024 |
J.P. Marvel Investment Advisors LLC | 20,247 | $534 | 12/31/2023 |
EPD | 20,247 | $534 | 12/31/2023 |
Summit Financial LLC | 18,277 | $533 | 03/31/2024 |
EPD | 18,277 | $533 | 03/31/2024 |
First Hawaiian Bank | 18,244 | $532 | 03/31/2024 |
EPD | 18,244 | $532 | 03/31/2024 |
Tocqueville Asset Management L.P. | 20,187 | $532 | 12/31/2023 |
EPD | 20,187 | $532 | 12/31/2023 |
Milestone Asset Management LLC | 18,135 | $529 | 03/31/2024 |
EPD | 18,135 | $529 | 03/31/2024 |
Smart Money Group LLC | 20,077 | $529 | 12/31/2023 |
EPD | 20,077 | $529 | 12/31/2023 |
Garrison Bradford & Associates Inc. | 18,082 | $528 | 03/31/2024 |
EPD | 18,082 | $528 | 03/31/2024 |
State Farm Mutual Automobile Insurance Co. | 20,000 | $527 | 12/31/2023 |
EPD | 20,000 | $527 | 12/31/2023 |
Dorsey & Whitney Trust CO LLC | 19,991 | $527 | 12/31/2023 |
EPD | 19,991 | $527 | 12/31/2023 |
Continuum Advisory LLC | 19,960 | $526 | 12/31/2023 |
EPD | 19,960 | $526 | 12/31/2023 |
North Star Investment Management Corp. | 19,893 | $524 | 12/31/2023 |
EPD | 19,893 | $524 | 12/31/2023 |
Callahan Advisors LLC | 17,856 | $521 | 03/31/2024 |
EPD | 17,856 | $521 | 03/31/2024 |
Sigma Planning Corp | 19,724 | $520 | 12/31/2023 |
EPD | 19,724 | $520 | 12/31/2023 |
O Shaughnessy Asset Management LLC | 19,699 | $519 | 12/31/2023 |
EPD | 19,699 | $519 | 12/31/2023 |
NBT Bank N A NY | 17,748 | $518 | 03/31/2024 |
EPD | 17,748 | $518 | 03/31/2024 |
Schmidt P J Investment Management Inc. | 17,760 | $518 | 03/31/2024 |
EPD | 17,760 | $518 | 03/31/2024 |
Reynders McVeigh Capital Management LLC | 19,596 | $516 | 12/31/2023 |
EPD | 19,596 | $516 | 12/31/2023 |
Burford Brothers Inc. | 19,599 | $516 | 12/31/2023 |
EPD | 19,599 | $516 | 12/31/2023 |
Sippican Capital Advisors | 19,555 | $515 | 12/31/2023 |
EPD | 19,555 | $515 | 12/31/2023 |
Advisors Management Group Inc. ADV | 17,625 | $514 | 03/31/2024 |
EPD | 17,625 | $514 | 03/31/2024 |
Strategic Financial Concepts LLC | 17,608 | $514 | 03/31/2024 |
EPD | 17,608 | $514 | 03/31/2024 |
Hyman Charles D | 19,500 | $514 | 12/31/2023 |
EPD | 19,500 | $514 | 12/31/2023 |
FineMark National Bank & Trust | 19,513 | $514 | 12/31/2023 |
EPD | 19,513 | $514 | 12/31/2023 |
King Wealth | 19,526 | $514 | 12/31/2023 |
EPD | 19,526 | $514 | 12/31/2023 |
Citizens National Bank Trust Department | 19,520 | $514 | 12/31/2023 |
EPD | 19,520 | $514 | 12/31/2023 |
TBH Global Asset Management LLC | 19,438 | $512 | 12/31/2023 |
EPD | 19,438 | $512 | 12/31/2023 |
Kingswood Wealth Advisors LLC | 17,466 | $510 | 03/31/2024 |
EPD | 17,466 | $510 | 03/31/2024 |
Gladstone Institutional Advisory LLC | 19,340 | $510 | 12/31/2023 |
EPD | 19,340 | $510 | 12/31/2023 |
Forum Financial Management LP | 19,370 | $510 | 12/31/2023 |
EPD | 19,370 | $510 | 12/31/2023 |
United Asset Strategies Inc. | 17,445 | $509 | 03/31/2024 |
EPD | 17,445 | $509 | 03/31/2024 |
BIP Wealth LLC | 19,318 | $509 | 12/31/2023 |
EPD | 19,318 | $509 | 12/31/2023 |
Walker Asset Management LLC | 17,348 | $506 | 03/31/2024 |
EPD | 17,348 | $506 | 03/31/2024 |
Sfmg LLC | 19,205 | $506 | 12/31/2023 |
EPD | 19,205 | $506 | 12/31/2023 |
SageView Advisory Group LLC | 18,678 | $505 | 12/31/2023 |
EPD | 18,678 | $505 | 12/31/2023 |
SeaCrest Wealth Management LLC | 17,199 | $502 | 03/31/2024 |
EPD | 17,199 | $502 | 03/31/2024 |
Bank of Montreal Can | 19,019 | $501 | 12/31/2023 |
EPD | 19,019 | $501 | 12/31/2023 |
Fortem Financial Group LLC | 18,923 | $499 | 12/31/2023 |
EPD | 18,923 | $499 | 12/31/2023 |
Aurum Wealth Management Group LLC | 17,020 | $497 | 03/31/2024 |
EPD | 17,020 | $497 | 03/31/2024 |
Salvus Wealth Management LLC | 17,047 | $497 | 03/31/2024 |
EPD | 17,047 | $497 | 03/31/2024 |
Tradition Wealth Management LLC | 18,777 | $495 | 12/31/2023 |
EPD | 18,777 | $495 | 12/31/2023 |
Honkamp Krueger Financial Services Inc. | 18,763 | $494 | 12/31/2023 |
EPD | 18,763 | $494 | 12/31/2023 |
Westover Capital Advisors LLC | 18,744 | $494 | 12/31/2023 |
EPD | 18,744 | $494 | 12/31/2023 |
Patten & Patten Inc. TN | 18,713 | $493 | 12/31/2023 |
EPD | 18,713 | $493 | 12/31/2023 |
Whittier Trust Co. | 18,724 | $493 | 12/31/2023 |
EPD | 18,724 | $493 | 12/31/2023 |
Western Wealth Management LLC | 18,673 | $492 | 12/31/2023 |
EPD | 18,673 | $492 | 12/31/2023 |
BKD Wealth Advisors LLC | 16,825 | $491 | 03/31/2024 |
EPD | 16,825 | $491 | 03/31/2024 |
Atlas Brown Inc. | 16,690 | $487 | 03/31/2024 |
EPD | 16,690 | $487 | 03/31/2024 |
Fiduciary Group LLC | 18,428 | $486 | 12/31/2023 |
EPD | 18,428 | $486 | 12/31/2023 |
Clearstead Advisors LLC | 18,365 | $484 | 12/31/2023 |
EPD | 18,365 | $484 | 12/31/2023 |
Register Financial Advisors LLC | 16,478 | $481 | 03/31/2024 |
EPD | 16,478 | $481 | 03/31/2024 |
Guggenheim Capital LLC | 18,084 | $477 | 12/31/2023 |
EPD | 18,084 | $477 | 12/31/2023 |
Heirloom Wealth Management | 16,319 | $476 | 03/31/2024 |
EPD | 16,319 | $476 | 03/31/2024 |
Plan Group Financial LLC | 16,229 | $474 | 03/31/2024 |
EPD | 16,229 | $474 | 03/31/2024 |
Angeles Wealth Management LLC | 17,995 | $474 | 12/31/2023 |
EPD | 17,995 | $474 | 12/31/2023 |
Townsend Asset Management Corp NC ADV | 17,860 | $471 | 12/31/2023 |
EPD | 17,860 | $471 | 12/31/2023 |
NorthRock Partners LLC | 17,824 | $470 | 12/31/2023 |
EPD | 17,824 | $470 | 12/31/2023 |
Allworth Financial LP | 15,979 | $466 | 03/31/2024 |
EPD | 15,979 | $466 | 03/31/2024 |
Crestwood Advisors Group LLC | 17,699 | $466 | 12/31/2023 |
EPD | 17,699 | $466 | 12/31/2023 |
Fortitude Family Office LLC | 15,927 | $465 | 03/31/2024 |
EPD | 15,927 | $465 | 03/31/2024 |
Canton Hathaway LLC | 17,600 | $464 | 12/31/2023 |
EPD | 17,600 | $464 | 12/31/2023 |
Evermay Wealth Management LLC | 17,480 | $461 | 12/31/2023 |
EPD | 17,480 | $461 | 12/31/2023 |
Bluefin Capital Management LLC | 17,600 | $461 | 12/31/2023 |
EPD | 17,600 | $461 | 12/31/2023 |
Saxon Interests Inc. | 15,762 | $460 | 03/31/2024 |
EPD | 15,762 | $460 | 03/31/2024 |
Oak Harvest Investment Services | 15,680 | $458 | 03/31/2024 |
EPD | 15,680 | $458 | 03/31/2024 |
Good Life Advisors LLC | 17,395 | $458 | 12/31/2023 |
EPD | 17,395 | $458 | 12/31/2023 |
Private Ocean LLC | 15,609 | $455 | 03/31/2024 |
EPD | 15,609 | $455 | 03/31/2024 |
Addison Capital Co | 17,253 | $455 | 12/31/2023 |
EPD | 17,253 | $455 | 12/31/2023 |
Executive Wealth Management LLC | 17,229 | $454 | 12/31/2023 |
EPD | 17,229 | $454 | 12/31/2023 |
M Holdings Securities Inc. | 17,218 | $454 | 12/31/2023 |
EPD | 17,218 | $454 | 12/31/2023 |
Chesley Taft & Associates LLC | 15,500 | $452 | 03/31/2024 |
EPD | 15,500 | $452 | 03/31/2024 |
Summa Corp. | 15,500 | $452 | 03/31/2024 |
EPD | 15,500 | $452 | 03/31/2024 |
Wambolt & Associates LLC | 17,152 | $452 | 12/31/2023 |
EPD | 17,152 | $452 | 12/31/2023 |
Finer Wealth Management Inc. | 15,461 | $451 | 03/31/2024 |
EPD | 15,461 | $451 | 03/31/2024 |
Violich Capital Management Inc. | 17,125 | $451 | 12/31/2023 |
EPD | 17,125 | $451 | 12/31/2023 |
VELA Investment Management LLC | $451 | 12/31/2023 | |
EPD | 62,117 | $1,637 | 12/31/2023 |
Put | 45,000 | $1,186 | 12/31/2023 |
Integrated Advisors Network LLC | 17,080 | $450 | 12/31/2023 |
EPD | 17,080 | $450 | 12/31/2023 |
Keystone Financial Group | 17,084 | $450 | 12/31/2023 |
EPD | 17,084 | $450 | 12/31/2023 |
Cypress Capital Group | 17,058 | $449 | 12/31/2023 |
EPD | 17,058 | $449 | 12/31/2023 |
Detalus Advisors LLC | 15,345 | $448 | 03/31/2024 |
EPD | 15,345 | $448 | 03/31/2024 |
Palumbo Wealth Management LLC | 15,306 | $447 | 03/31/2024 |
EPD | 15,306 | $447 | 03/31/2024 |
Tactive Advisors LLC | 16,893 | $445 | 12/31/2023 |
EPD | 16,893 | $445 | 12/31/2023 |
Clayton Financial Group LLC | 16,877 | $445 | 12/31/2023 |
EPD | 16,877 | $445 | 12/31/2023 |
SignalPoint Asset Management LLC | 15,159 | $442 | 03/31/2024 |
EPD | 15,159 | $442 | 03/31/2024 |
Van Cleef Asset Management Inc | 16,748 | $441 | 12/31/2023 |
EPD | 16,748 | $441 | 12/31/2023 |
Rehmann Capital Advisory Group | 16,745 | $441 | 12/31/2023 |
EPD | 16,745 | $441 | 12/31/2023 |
Moody Lynn & Lieberson LLC | 15,070 | $440 | 03/31/2024 |
EPD | 15,070 | $440 | 03/31/2024 |
Alpha Cubed Investments LLC | 14,994 | $438 | 03/31/2024 |
EPD | 14,994 | $438 | 03/31/2024 |
Delta Asset Management LLC TN | 16,627 | $438 | 12/31/2023 |
EPD | 16,627 | $438 | 12/31/2023 |
Sanibel Captiva Trust Company Inc. | 16,624 | $438 | 12/31/2023 |
EPD | 16,624 | $438 | 12/31/2023 |
Nwam LLC | 16,638 | $438 | 12/31/2023 |
EPD | 16,638 | $438 | 12/31/2023 |
Collaborative Wealth Managment Inc. | 16,632 | $438 | 12/31/2023 |
EPD | 16,632 | $438 | 12/31/2023 |
Boston Private Wealth LLC | 16,498 | $435 | 12/31/2023 |
EPD | 16,498 | $435 | 12/31/2023 |
Diamant Asset Management Inc. | 14,870 | $434 | 03/31/2024 |
EPD | 14,870 | $434 | 03/31/2024 |
Smithfield Trust Co. | 16,520 | $434 | 12/31/2023 |
EPD | 16,520 | $434 | 12/31/2023 |
Cresset Asset Management LLC | 16,448 | $433 | 12/31/2023 |
EPD | 16,448 | $433 | 12/31/2023 |
Oder Investment Management LLC | 16,446 | $433 | 12/31/2023 |
EPD | 16,446 | $433 | 12/31/2023 |
Cercano Management LLC | 16,447 | $433 | 12/31/2023 |
EPD | 16,447 | $433 | 12/31/2023 |
Hancock Whitney Corp | 16,386 | $432 | 12/31/2023 |
EPD | 16,386 | $432 | 12/31/2023 |
New Vernon Investment Management LLC | 16,271 | $429 | 12/31/2023 |
EPD | 16,271 | $429 | 12/31/2023 |
Aviance Capital Partners LLC | 14,675 | $428 | 03/31/2024 |
EPD | 14,675 | $428 | 03/31/2024 |
Shufro Rose & Co. LLC | 15,650 | $428 | 12/31/2023 |
EPD | 15,650 | $428 | 12/31/2023 |
Dearborn Partners LLC | 16,241 | $428 | 12/31/2023 |
EPD | 16,241 | $428 | 12/31/2023 |
Spears Abacus Advisors LLC | 16,260 | $428 | 12/31/2023 |
EPD | 16,260 | $428 | 12/31/2023 |
Change Path LLC | 16,163 | $426 | 12/31/2023 |
EPD | 16,163 | $426 | 12/31/2023 |
Fairman Group LLC | 16,155 | $426 | 12/31/2023 |
EPD | 16,155 | $426 | 12/31/2023 |
Wealth Alliance Advisory Group LLC | 14,557 | $425 | 03/31/2024 |
EPD | 14,557 | $425 | 03/31/2024 |
Allen Capital Group LLC | 14,524 | $424 | 03/31/2024 |
EPD | 14,524 | $424 | 03/31/2024 |
Coastal Investment Advisors Inc. | 14,518 | $424 | 03/31/2024 |
EPD | 14,518 | $424 | 03/31/2024 |
Lewis Asset Management LLC | 16,075 | $424 | 12/31/2023 |
EPD | 16,075 | $424 | 12/31/2023 |
Harbor Investment Advisory LLC | 14,505 | $423 | 03/31/2024 |
EPD | 14,505 | $423 | 03/31/2024 |
Howe & Rusling Inc. | 16,046 | $423 | 12/31/2023 |
EPD | 16,046 | $423 | 12/31/2023 |
Empirical Asset Management LLC | 16,019 | $422 | 12/31/2023 |
EPD | 16,019 | $422 | 12/31/2023 |
Capasso Planning Partners LLC | 14,358 | $419 | 03/31/2024 |
EPD | 14,358 | $419 | 03/31/2024 |
Principal Street Partners LLC | 15,886 | $419 | 12/31/2023 |
EPD | 15,886 | $419 | 12/31/2023 |
American Institute for Advanced Investment Management LLP | 14,280 | $417 | 03/31/2024 |
EPD | 14,280 | $417 | 03/31/2024 |
Stokes Family Office LLC | 15,740 | $415 | 12/31/2023 |
EPD | 15,740 | $415 | 12/31/2023 |
Hudson Value Partners LLC | 15,724 | $414 | 12/31/2023 |
EPD | 15,724 | $414 | 12/31/2023 |
ICA Group Wealth Management LLC | 15,729 | $414 | 12/31/2023 |
EPD | 15,729 | $414 | 12/31/2023 |
Cornell Pochily Investment Advisors Inc. | 14,167 | $413 | 03/31/2024 |
EPD | 14,167 | $413 | 03/31/2024 |
Insight Advisors LLC PA | 15,655 | $413 | 12/31/2023 |
EPD | 15,655 | $413 | 12/31/2023 |
Advisors Capital Management LLC | 15,585 | $411 | 12/31/2023 |
EPD | 15,585 | $411 | 12/31/2023 |
Leading Edge Financial Planning LLC | 15,611 | $411 | 12/31/2023 |
EPD | 15,611 | $411 | 12/31/2023 |
Whalerock Point Partners LLC | 15,548 | $410 | 12/31/2023 |
EPD | 15,548 | $410 | 12/31/2023 |
Next Level Private LLC | 13,956 | $407 | 03/31/2024 |
EPD | 13,956 | $407 | 03/31/2024 |
Jaffetilchin Investment Partners LLC | 15,391 | $406 | 12/31/2023 |
EPD | 15,391 | $406 | 12/31/2023 |
Prairie Sky Financial Group LLC | 13,844 | $404 | 03/31/2024 |
EPD | 13,844 | $404 | 03/31/2024 |
Arvest Trust Co. N A | 15,283 | $403 | 12/31/2023 |
EPD | 15,283 | $403 | 12/31/2023 |
Port Capital LLC | 15,250 | $402 | 12/31/2023 |
EPD | 15,250 | $402 | 12/31/2023 |
Colonial River Wealth Management LLC | 15,241 | $402 | 12/31/2023 |
EPD | 15,241 | $402 | 12/31/2023 |
Financial Advisory Service Inc. | 15,228 | $401 | 12/31/2023 |
EPD | 15,228 | $401 | 12/31/2023 |
Pensionmark Financial Group LLC | 15,220 | $401 | 12/31/2023 |
EPD | 15,220 | $401 | 12/31/2023 |
Woodward Diversified Capital LLC | 15,100 | $398 | 12/31/2023 |
EPD | 15,100 | $398 | 12/31/2023 |
MEMBERS Trust Co | 13,475 | $393 | 03/31/2024 |
EPD | 13,475 | $393 | 03/31/2024 |
Thoroughbred Financial Services LLC | 14,911 | $392 | 12/31/2023 |
EPD | 14,911 | $392 | 12/31/2023 |
Waldron Private Wealth LLC | 14,856 | $391 | 12/31/2023 |
EPD | 14,856 | $391 | 12/31/2023 |
Capital Advisory Group Advisory Services LLC | 13,351 | $390 | 03/31/2024 |
EPD | 13,351 | $390 | 03/31/2024 |
Ingalls & Snyder LLC | 14,797 | $390 | 12/31/2023 |
EPD | 14,797 | $390 | 12/31/2023 |
Grandview Asset Management LLC | 13,340 | $389 | 03/31/2024 |
EPD | 13,340 | $389 | 03/31/2024 |
Diversified Trust Co | 13,301 | $388 | 03/31/2024 |
EPD | 13,301 | $388 | 03/31/2024 |
Zazove Associates LLC | 14,710 | $388 | 12/31/2023 |
EPD | 14,710 | $388 | 12/31/2023 |
Bank of New Hampshire | 13,223 | $386 | 03/31/2024 |
EPD | 13,223 | $386 | 03/31/2024 |
Lazard Asset Management LLC | 14,631 | $385 | 12/31/2023 |
EPD | 14,631 | $385 | 12/31/2023 |
Adalta Capital Management LLC | 14,575 | $384 | 12/31/2023 |
EPD | 14,575 | $384 | 12/31/2023 |
Gould Asset Management LLC CA | 14,510 | $382 | 12/31/2023 |
EPD | 14,510 | $382 | 12/31/2023 |
Bristlecone Advisors LLC | 12,976 | $379 | 03/31/2024 |
EPD | 12,976 | $379 | 03/31/2024 |
Duncker Streett & Co. Inc. | 12,960 | $378 | 03/31/2024 |
EPD | 12,960 | $378 | 03/31/2024 |
Kessler Investment Group LLC | 12,871 | $376 | 03/31/2024 |
EPD | 12,871 | $376 | 03/31/2024 |
Jeppson Wealth Management LLC | 12,901 | $376 | 03/31/2024 |
EPD | 12,901 | $376 | 03/31/2024 |
Matrix Private Capital Group LLC | 14,258 | $376 | 12/31/2023 |
EPD | 14,258 | $376 | 12/31/2023 |
ORBA Wealth Advisors L.L.C. | 14,264 | $376 | 12/31/2023 |
EPD | 14,264 | $376 | 12/31/2023 |
Welch Group LLC | 12,863 | $375 | 03/31/2024 |
EPD | 12,863 | $375 | 03/31/2024 |
Cedar Wealth Management LLC | 14,249 | $375 | 12/31/2023 |
EPD | 14,249 | $375 | 12/31/2023 |
Pflug Koory LLC | 12,796 | $373 | 03/31/2024 |
EPD | 12,796 | $373 | 03/31/2024 |
Steward Partners Investment Solutions LLC | 14,044 | $370 | 12/31/2023 |
EPD | 14,044 | $370 | 12/31/2023 |
Castleview Partners LLC | 14,000 | $369 | 12/31/2023 |
EPD | 14,000 | $369 | 12/31/2023 |
Fidelis Capital Partners LLC | 13,978 | $368 | 12/31/2023 |
EPD | 13,978 | $368 | 12/31/2023 |
Schear Investment Advisers LLC | 13,924 | $367 | 12/31/2023 |
EPD | 13,924 | $367 | 12/31/2023 |
WASHINGTON TRUST Co | 12,534 | $366 | 03/31/2024 |
EPD | 12,534 | $366 | 03/31/2024 |
Estabrook Capital Management | 13,890 | $366 | 12/31/2023 |
EPD | 13,890 | $366 | 12/31/2023 |
Cypress Capital Management LLC WY | 13,875 | $366 | 12/31/2023 |
EPD | 13,875 | $366 | 12/31/2023 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 12,512 | $365 | 03/31/2024 |
EPD | 12,512 | $365 | 03/31/2024 |
Norman Fields Gottscho Capital Management LLC | 12,490 | $364 | 03/31/2024 |
EPD | 12,490 | $364 | 03/31/2024 |
Silverlake Wealth Management LLC | 12,459 | $364 | 03/31/2024 |
EPD | 12,459 | $364 | 03/31/2024 |
NewEdge Wealth LLC | 13,772 | $363 | 12/31/2023 |
EPD | 13,772 | $363 | 12/31/2023 |
Keudell Morrison Wealth Management | 13,738 | $362 | 12/31/2023 |
EPD | 13,738 | $362 | 12/31/2023 |
Toth Financial Advisory Corp | 12,357 | $361 | 03/31/2024 |
EPD | 12,357 | $361 | 03/31/2024 |
White Pine Capital LLC | 13,716 | $361 | 12/31/2023 |
EPD | 13,716 | $361 | 12/31/2023 |
Quadcap Wealth Management LLC | 13,690 | $361 | 12/31/2023 |
EPD | 13,690 | $361 | 12/31/2023 |
Baker Avenue Asset Management LP | 13,675 | $360 | 12/31/2023 |
EPD | 13,675 | $360 | 12/31/2023 |
WMS Partners LLC | 13,655 | $360 | 12/31/2023 |
EPD | 13,655 | $360 | 12/31/2023 |
Outlook Wealth Advisors LLC | 12,296 | $359 | 03/31/2024 |
EPD | 12,296 | $359 | 03/31/2024 |
Austin Private Wealth LLC | 12,000 | $359 | 03/31/2024 |
EPD | 12,000 | $359 | 03/31/2024 |
Douglass Winthrop Advisors LLC | 13,556 | $357 | 12/31/2023 |
EPD | 13,556 | $357 | 12/31/2023 |
Natixis Advisors L.P. | 12,161 | $355 | 03/31/2024 |
EPD | 12,161 | $355 | 03/31/2024 |
David Loasby | 13,298 | $355 | 12/31/2023 |
EPD | 13,298 | $355 | 12/31/2023 |
Wetherby Asset Management Inc. | 13,426 | $354 | 12/31/2023 |
EPD | 13,426 | $354 | 12/31/2023 |
Verus Capital Partners LLC | 13,419 | $354 | 12/31/2023 |
EPD | 13,419 | $354 | 12/31/2023 |
Tower Research Capital LLC TRC | 13,401 | $353 | 12/31/2023 |
EPD | 13,401 | $353 | 12/31/2023 |
Telemus Capital LLC | 13,397 | $353 | 12/31/2023 |
EPD | 13,397 | $353 | 12/31/2023 |
Ashton Thomas Private Wealth LLC | 12,049 | $352 | 03/31/2024 |
EPD | 12,049 | $352 | 03/31/2024 |
Journey Strategic Wealth LLC | 13,344 | $352 | 12/31/2023 |
EPD | 13,344 | $352 | 12/31/2023 |
Sequent Asset Management LLC | 12,018 | $351 | 03/31/2024 |
EPD | 12,018 | $351 | 03/31/2024 |
Private Harbour Investment Management & Counsel LLC | 11,975 | $349 | 03/31/2024 |
EPD | 11,975 | $349 | 03/31/2024 |
Envestnet Portfolio Solutions Inc. | 13,233 | $349 | 12/31/2023 |
EPD | 13,233 | $349 | 12/31/2023 |
Waterloo Capital L.P. | 13,222 | $348 | 12/31/2023 |
EPD | 13,222 | $348 | 12/31/2023 |
Hara Capital LLC | 11,874 | $346 | 03/31/2024 |
EPD | 11,874 | $346 | 03/31/2024 |
Modera Wealth Management LLC | 13,083 | $345 | 12/31/2023 |
EPD | 13,083 | $345 | 12/31/2023 |
National Bank of Canada FI | 12,928 | $344 | 12/31/2023 |
EPD | 12,928 | $344 | 12/31/2023 |
Visionary Wealth Advisors | 13,059 | $344 | 12/31/2023 |
EPD | 13,059 | $344 | 12/31/2023 |
Kingfisher Capital LLC | 13,000 | $343 | 12/31/2023 |
EPD | 13,000 | $343 | 12/31/2023 |
Resonant Capital Advisors LLC | 13,000 | $343 | 12/31/2023 |
EPD | 13,000 | $343 | 12/31/2023 |
Arbor Trust Wealth Advisors LLC | 11,730 | $342 | 03/31/2024 |
EPD | 11,730 | $342 | 03/31/2024 |
Fulcrum Capital LLC | 11,703 | $341 | 03/31/2024 |
EPD | 11,703 | $341 | 03/31/2024 |
Arkfeld Wealth Strategies L.L.C. | 11,679 | $340 | 03/31/2024 |
EPD | 11,679 | $340 | 03/31/2024 |
Day & Ennis LLC | 12,892 | $340 | 12/31/2023 |
EPD | 12,892 | $340 | 12/31/2023 |
Naples Global Advisors LLC | 12,909 | $340 | 12/31/2023 |
EPD | 12,909 | $340 | 12/31/2023 |
1620 Investment Advisors Inc. | 12,904 | $340 | 12/31/2023 |
EPD | 12,904 | $340 | 12/31/2023 |
Sandy Spring Bank | 12,777 | $337 | 12/31/2023 |
EPD | 12,777 | $337 | 12/31/2023 |
Thompson Investment Management Inc. | 11,527 | $336 | 03/31/2024 |
EPD | 11,527 | $336 | 03/31/2024 |
Founders Financial Alliance LLC | 12,758 | $336 | 12/31/2023 |
EPD | 12,758 | $336 | 12/31/2023 |
Ameritas Advisory Services LLC | 12,728 | $336 | 12/31/2023 |
EPD | 12,728 | $336 | 12/31/2023 |
MV Capital Management Inc. | 11,492 | $335 | 03/31/2024 |
EPD | 11,492 | $335 | 03/31/2024 |
GYL Financial Synergies LLC | 12,700 | $335 | 12/31/2023 |
EPD | 12,700 | $335 | 12/31/2023 |
SkyOak Wealth LLC | 12,678 | $334 | 12/31/2023 |
EPD | 12,678 | $334 | 12/31/2023 |
Royal Harbor Partners LLC | 12,686 | $334 | 12/31/2023 |
EPD | 12,686 | $334 | 12/31/2023 |
Operose Advisors LLC | 12,676 | $334 | 12/31/2023 |
EPD | 12,676 | $334 | 12/31/2023 |
Per Stirling Capital Management LLC. | 12,621 | $333 | 12/31/2023 |
EPD | 12,621 | $333 | 12/31/2023 |
Magnolia Capital Management Ltd. | 11,300 | $330 | 03/31/2024 |
EPD | 11,300 | $330 | 03/31/2024 |
SRS Capital Advisors Inc. | 12,521 | $330 | 12/31/2023 |
EPD | 12,521 | $330 | 12/31/2023 |
Meridian Wealth Management LLC | 11,289 | $329 | 03/31/2024 |
EPD | 11,289 | $329 | 03/31/2024 |
Burney Co. | 12,477 | $329 | 12/31/2023 |
EPD | 12,477 | $329 | 12/31/2023 |
Summit Asset Management LLC | 12,449 | $328 | 12/31/2023 |
EPD | 12,449 | $328 | 12/31/2023 |
Stanley Laman Group Ltd. | 11,204 | $327 | 03/31/2024 |
EPD | 11,204 | $327 | 03/31/2024 |
Arcadia Investment Management Corp MI | 11,141 | $325 | 03/31/2024 |
EPD | 11,141 | $325 | 03/31/2024 |
Alan B. Lancz & Associates Inc. | 12,310 | $324 | 12/31/2023 |
EPD | 12,310 | $324 | 12/31/2023 |
Sovereign Financial Group Inc. | 10,986 | $321 | 03/31/2024 |
EPD | 10,986 | $321 | 03/31/2024 |
Legacy Financial Group Inc. | 12,190 | $321 | 12/31/2023 |
EPD | 12,190 | $321 | 12/31/2023 |
Founders Capital Management | 10,919 | $319 | 03/31/2024 |
EPD | 10,919 | $319 | 03/31/2024 |
CVA Family Office LLC | 10,856 | $317 | 03/31/2024 |
EPD | 10,856 | $317 | 03/31/2024 |
Chiron Investment Management LLC | 12,048 | $317 | 12/31/2023 |
EPD | 12,048 | $317 | 12/31/2023 |
Somerset Group LLC | 12,000 | $316 | 12/31/2023 |
EPD | 12,000 | $316 | 12/31/2023 |
AllSquare Wealth Management LLC | 12,000 | $316 | 12/31/2023 |
EPD | 12,000 | $316 | 12/31/2023 |
Apollon Financial LLC | 12,000 | $316 | 12/31/2023 |
EPD | 12,000 | $316 | 12/31/2023 |
Wealth Effects LLC | 10,700 | $312 | 03/31/2024 |
EPD | 10,700 | $312 | 03/31/2024 |
Plante Moran Financial Advisors LLC | 11,798 | $311 | 12/31/2023 |
EPD | 11,798 | $311 | 12/31/2023 |
Conning Inc. | 10,640 | $310 | 03/31/2024 |
EPD | 10,640 | $310 | 03/31/2024 |
Certified Advisory Corp | 11,752 | $310 | 12/31/2023 |
EPD | 11,752 | $310 | 12/31/2023 |
Lion Street Advisors LLC | 10,605 | $309 | 03/31/2024 |
EPD | 10,605 | $309 | 03/31/2024 |
Grimes & Company Inc. | 10,543 | $308 | 03/31/2024 |
EPD | 10,543 | $308 | 03/31/2024 |
Two Sigma Securities LLC | 11,706 | $308 | 12/31/2023 |
EPD | 11,706 | $308 | 12/31/2023 |
Checchi Capital Advisers LLC | 10,500 | $306 | 03/31/2024 |
EPD | 10,500 | $306 | 03/31/2024 |
MKT Advisors LLC | 10,435 | $304 | 03/31/2024 |
EPD | 10,435 | $304 | 03/31/2024 |
Wealthsource Partners LLC | 11,525 | $304 | 12/31/2023 |
EPD | 11,525 | $304 | 12/31/2023 |
Walled Lake Planning & Wealth Management LLC | 11,521 | $304 | 12/31/2023 |
EPD | 11,521 | $304 | 12/31/2023 |
MCF Advisors LLC | 10,308 | $301 | 03/31/2024 |
EPD | 10,308 | $301 | 03/31/2024 |
Channel Wealth LLC | 10,284 | $300 | 03/31/2024 |
EPD | 10,284 | $300 | 03/31/2024 |
Stonegate Investment Group LLC | 10,222 | $298 | 03/31/2024 |
EPD | 10,222 | $298 | 03/31/2024 |
Insigneo Advisory Services LLC | 11,317 | $298 | 12/31/2023 |
EPD | 11,317 | $298 | 12/31/2023 |
Phillips Wealth Planners LLC | 11,128 | $297 | 12/31/2023 |
EPD | 11,128 | $297 | 12/31/2023 |
Sound Income Strategies LLC | 10,154 | $296 | 03/31/2024 |
EPD | 10,154 | $296 | 03/31/2024 |
Starfox Financial Services LLC | 11,224 | $296 | 12/31/2023 |
EPD | 11,224 | $296 | 12/31/2023 |
Hobbs Group Advisors LLC | 11,222 | $296 | 12/31/2023 |
EPD | 11,222 | $296 | 12/31/2023 |
XTX Topco Ltd | 11,143 | $294 | 12/31/2023 |
EPD | 11,143 | $294 | 12/31/2023 |
Townsquare Capital LLC | 11,112 | $293 | 12/31/2023 |
EPD | 11,112 | $293 | 12/31/2023 |
LexAurum Advisors LLC | 10,023 | $292 | 03/31/2024 |
EPD | 10,023 | $292 | 03/31/2024 |
Clarity Financial LLC | 10,019 | $292 | 03/31/2024 |
EPD | 10,019 | $292 | 03/31/2024 |
Cornerstone Advisory LLC | 11,092 | $292 | 12/31/2023 |
EPD | 11,092 | $292 | 12/31/2023 |
BancFirst Trust & Investment Management | 9,930 | $290 | 03/31/2024 |
EPD | 9,930 | $290 | 03/31/2024 |
Fortitude Advisory Group L.L.C. | 10,996 | $290 | 12/31/2023 |
EPD | 10,996 | $290 | 12/31/2023 |
Beacon Financial Group | 10,921 | $288 | 12/31/2023 |
EPD | 10,921 | $288 | 12/31/2023 |
RFG Advisory LLC | 9,841 | $287 | 03/31/2024 |
EPD | 9,841 | $287 | 03/31/2024 |
Dechtman Wealth Management LLC | 9,811 | $286 | 03/31/2024 |
EPD | 9,811 | $286 | 03/31/2024 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 10,859 | $286 | 12/31/2023 |
EPD | 10,859 | $286 | 12/31/2023 |
Security National Bank of Sioux City Iowa IA | 10,814 | $285 | 12/31/2023 |
EPD | 10,814 | $285 | 12/31/2023 |
Crumly & Associates Inc. | 10,822 | $285 | 12/31/2023 |
EPD | 10,822 | $285 | 12/31/2023 |
Abel Hall LLC | 10,809 | $285 | 12/31/2023 |
EPD | 10,809 | $285 | 12/31/2023 |
SOA Wealth Advisors LLC. | 9,736 | $284 | 03/31/2024 |
EPD | 9,736 | $284 | 03/31/2024 |
Summit Trail Advisors LLC | 9,706 | $283 | 03/31/2024 |
EPD | 9,706 | $283 | 03/31/2024 |
Sandbox Financial Partners LLC | 9,685 | $283 | 03/31/2024 |
EPD | 9,685 | $283 | 03/31/2024 |
FirstPurpose Wealth LLC | 9,712 | $283 | 03/31/2024 |
EPD | 9,712 | $283 | 03/31/2024 |
Howland Capital Management LLC | 10,750 | $283 | 12/31/2023 |
EPD | 10,750 | $283 | 12/31/2023 |
Brighton Jones LLC | 10,743 | $283 | 12/31/2023 |
EPD | 10,743 | $283 | 12/31/2023 |
Consilium Wealth Advisory LLC | 10,730 | $283 | 12/31/2023 |
EPD | 10,730 | $283 | 12/31/2023 |
Fisher Asset Management LLC | 10,702 | $282 | 12/31/2023 |
EPD | 10,702 | $282 | 12/31/2023 |
Barnes Pettey Financial Advisors LLC | 10,698 | $282 | 12/31/2023 |
EPD | 10,698 | $282 | 12/31/2023 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 10,657 | $281 | 12/31/2023 |
EPD | 10,657 | $281 | 12/31/2023 |
First American Trust FSB | 10,618 | $280 | 12/31/2023 |
EPD | 10,618 | $280 | 12/31/2023 |
Farmers & Merchants Investments Inc. | 9,535 | $278 | 03/31/2024 |
EPD | 9,535 | $278 | 03/31/2024 |
Patrick M Sweeney & Associates Inc. | 9,542 | $278 | 03/31/2024 |
EPD | 9,542 | $278 | 03/31/2024 |
Bull Street Advisors LLC | 10,551 | $278 | 12/31/2023 |
EPD | 10,551 | $278 | 12/31/2023 |
Lantern Wealth Advisors LLC | 10,547 | $278 | 12/31/2023 |
EPD | 10,547 | $278 | 12/31/2023 |
Trustmark National Bank Trust Department | 10,500 | $277 | 12/31/2023 |
EPD | 10,500 | $277 | 12/31/2023 |
Southland Equity Partners LLC | 9,472 | $276 | 03/31/2024 |
EPD | 9,472 | $276 | 03/31/2024 |
Prio Wealth Limited Partnership | 10,474 | $276 | 12/31/2023 |
EPD | 10,474 | $276 | 12/31/2023 |
Chase Investment Counsel Corp | 10,423 | $274 | 12/31/2023 |
EPD | 10,423 | $274 | 12/31/2023 |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 10,408 | $274 | 12/31/2023 |
EPD | 10,408 | $274 | 12/31/2023 |
Dfpg Investments LLC | 10,036 | $271 | 12/31/2023 |
EPD | 10,036 | $271 | 12/31/2023 |
Larson Financial Group LLC | 10,299 | $271 | 12/31/2023 |
EPD | 10,299 | $271 | 12/31/2023 |
Cary Street Partners Investment Advisory LLC | 10,268 | $271 | 12/31/2023 |
EPD | 10,268 | $271 | 12/31/2023 |
Wealth Advisors of Iowa LLC | 10,275 | $271 | 12/31/2023 |
EPD | 10,275 | $271 | 12/31/2023 |
Copperwynd Financial LLC | 10,210 | $269 | 12/31/2023 |
EPD | 10,210 | $269 | 12/31/2023 |
Granite Group Advisors LLC | 9,570 | $269 | 12/31/2023 |
EPD | 9,570 | $269 | 12/31/2023 |
Archetype Wealth Partners LLC | 10,060 | $265 | 12/31/2023 |
EPD | 10,060 | $265 | 12/31/2023 |
Belmont Capital LLC | 10,000 | $264 | 12/31/2023 |
EPD | 10,000 | $264 | 12/31/2023 |
Hyperion Capital Advisors LP | 10,000 | $264 | 12/31/2023 |
EPD | 10,000 | $264 | 12/31/2023 |
Sterneck Capital Management LLC | 9,000 | $263 | 03/31/2024 |
EPD | 9,000 | $263 | 03/31/2024 |
UMA Financial Services Inc. | 9,267 | $263 | 03/31/2024 |
EPD | 9,267 | $263 | 03/31/2024 |
Central Valley Advisors LLC | 9,011 | $263 | 03/31/2024 |
EPD | 9,011 | $263 | 03/31/2024 |
Sittner & Nelson LLC | 9,904 | $261 | 12/31/2023 |
EPD | 9,904 | $261 | 12/31/2023 |
Soltis Investment Advisors LLC | 9,860 | $260 | 12/31/2023 |
EPD | 9,860 | $260 | 12/31/2023 |
Verdence Capital Advisors LLC | 8,864 | $259 | 03/31/2024 |
EPD | 8,864 | $259 | 03/31/2024 |
Wolff Financial Management LLC | 8,834 | $258 | 03/31/2024 |
EPD | 8,834 | $258 | 03/31/2024 |
Mattern Capital Management LLC | 9,800 | $258 | 12/31/2023 |
EPD | 9,800 | $258 | 12/31/2023 |
Full Sail Capital LLC | 9,740 | $257 | 12/31/2023 |
EPD | 9,740 | $257 | 12/31/2023 |
Delta Financial Group Inc. | 9,695 | $255 | 12/31/2023 |
EPD | 9,695 | $255 | 12/31/2023 |
Capital Advisors Ltd. LLC | 8,669 | $253 | 03/31/2024 |
EPD | 8,669 | $253 | 03/31/2024 |
WFA Asset Management Corp | 8,660 | $253 | 03/31/2024 |
EPD | 8,660 | $253 | 03/31/2024 |
Glassy Mountain Advisors Inc. | 8,650 | $252 | 03/31/2024 |
EPD | 8,650 | $252 | 03/31/2024 |
Novare Capital Management LLC | 9,550 | $252 | 12/31/2023 |
EPD | 9,550 | $252 | 12/31/2023 |
Pavion Blue Capital LLC | 8,616 | $251 | 03/31/2024 |
EPD | 8,616 | $251 | 03/31/2024 |
Middleton & Co Inc MA | 9,497 | $250 | 12/31/2023 |
EPD | 9,497 | $250 | 12/31/2023 |
Glassman Wealth Services | 9,487 | $250 | 12/31/2023 |
EPD | 9,487 | $250 | 12/31/2023 |
Glenview Trust Co | 9,493 | $250 | 12/31/2023 |
EPD | 9,493 | $250 | 12/31/2023 |
Miller Wealth Advisors LLC | 9,492 | $250 | 12/31/2023 |
EPD | 9,492 | $250 | 12/31/2023 |
Guerra Pan Advisors LLC | 9,500 | $250 | 12/31/2023 |
EPD | 9,500 | $250 | 12/31/2023 |
Caldwell Sutter Capital Inc. | 8,519 | $249 | 03/31/2024 |
EPD | 8,519 | $249 | 03/31/2024 |
Strategic Blueprint LLC | 8,540 | $249 | 03/31/2024 |
EPD | 8,540 | $249 | 03/31/2024 |
Newbridge Financial Services Group Inc. | 8,537 | $249 | 03/31/2024 |
EPD | 8,537 | $249 | 03/31/2024 |
Shikiar Asset Management Inc. | 8,500 | $248 | 03/31/2024 |
EPD | 8,500 | $248 | 03/31/2024 |
Buffington Mohr McNeal | 8,494 | $248 | 03/31/2024 |
EPD | 8,494 | $248 | 03/31/2024 |
TrinityPoint Wealth LLC | 9,410 | $248 | 12/31/2023 |
EPD | 9,410 | $248 | 12/31/2023 |
Coastline Trust Co | 8,450 | $247 | 03/31/2024 |
EPD | 8,450 | $247 | 03/31/2024 |
GSA Capital Partners LLP | 9,367 | $247 | 12/31/2023 |
EPD | 9,367 | $247 | 12/31/2023 |
Omnia Family Wealth LLC | 9,384 | $247 | 12/31/2023 |
EPD | 9,384 | $247 | 12/31/2023 |
Principle Wealth Partners LLC | 8,416 | $246 | 03/31/2024 |
EPD | 8,416 | $246 | 03/31/2024 |
Charter Oak Capital Management LLC | 8,415 | $246 | 03/31/2024 |
EPD | 8,415 | $246 | 03/31/2024 |
Phillips Financial Management LLC | 8,380 | $245 | 03/31/2024 |
EPD | 8,380 | $245 | 03/31/2024 |
YHB Investment Advisors Inc. | 8,374 | $244 | 03/31/2024 |
EPD | 8,374 | $244 | 03/31/2024 |
Sendero Wealth Management LLC | 8,368 | $244 | 03/31/2024 |
EPD | 8,368 | $244 | 03/31/2024 |
Wintrust Investments LLC | 9,270 | $244 | 12/31/2023 |
EPD | 9,270 | $244 | 12/31/2023 |
Coldstream Capital Management Inc. | 9,230 | $243 | 12/31/2023 |
EPD | 9,230 | $243 | 12/31/2023 |
Carmichael Hill & Associates Inc. | 8,284 | $242 | 03/31/2024 |
EPD | 8,284 | $242 | 03/31/2024 |
S.A. Mason LLC | 8,257 | $241 | 03/31/2024 |
EPD | 8,257 | $241 | 03/31/2024 |
Weatherly Asset Management L. P. | 9,150 | $241 | 12/31/2023 |
EPD | 9,150 | $241 | 12/31/2023 |
Summitry LLC | 9,110 | $240 | 12/31/2023 |
EPD | 9,110 | $240 | 12/31/2023 |
Atlantic Trust LLC | 9,102 | $240 | 12/31/2023 |
EPD | 9,102 | $240 | 12/31/2023 |
FDx Advisors Inc. | 9,065 | $239 | 12/31/2023 |
EPD | 9,065 | $239 | 12/31/2023 |
Clear Creek Financial Management LLC | 8,140 | $238 | 03/31/2024 |
EPD | 8,140 | $238 | 03/31/2024 |
Northwest Investment Counselors LLC | 8,125 | $237 | 03/31/2024 |
EPD | 8,125 | $237 | 03/31/2024 |
Harmony Asset Management LLC | 9,000 | $237 | 12/31/2023 |
EPD | 9,000 | $237 | 12/31/2023 |
First National Bank Sioux Falls | 8,100 | $236 | 03/31/2024 |
EPD | 8,100 | $236 | 03/31/2024 |
Enterprise Financial Services Corp | 8,920 | $235 | 12/31/2023 |
EPD | 8,920 | $235 | 12/31/2023 |
GPS Wealth Strategies Group LLC | 8,907 | $235 | 12/31/2023 |
EPD | 8,907 | $235 | 12/31/2023 |
Zimmermann Investment Management & Planning LLC | 7,973 | $233 | 03/31/2024 |
EPD | 7,973 | $233 | 03/31/2024 |
Pinnacle Bank | 7,940 | $232 | 03/31/2024 |
EPD | 7,940 | $232 | 03/31/2024 |
Main Street Financial Solutions LLC | 7,960 | $232 | 03/31/2024 |
EPD | 7,960 | $232 | 03/31/2024 |
Capstone Financial Advisors Inc. | 8,812 | $232 | 12/31/2023 |
EPD | 8,812 | $232 | 12/31/2023 |
Proficio Capital Partners LLC | 8,820 | $232 | 12/31/2023 |
EPD | 8,820 | $232 | 12/31/2023 |
Goepper Burkhardt LLC | 8,850 | $232 | 12/31/2023 |
EPD | 8,850 | $232 | 12/31/2023 |
Souders Financial Advisors | 8,765 | $231 | 12/31/2023 |
EPD | 8,765 | $231 | 12/31/2023 |
Mattern Wealth Management LLC | 8,724 | $230 | 12/31/2023 |
EPD | 8,724 | $230 | 12/31/2023 |
Powell Investment Advisors LLC | 7,841 | $229 | 03/31/2024 |
EPD | 7,841 | $229 | 03/31/2024 |
Auxano Advisors LLC | 8,656 | $228 | 12/31/2023 |
EPD | 8,656 | $228 | 12/31/2023 |
WPWealth LLP | 8,665 | $228 | 12/31/2023 |
EPD | 8,665 | $228 | 12/31/2023 |
Blue Fin Capital Inc. | 8,632 | $227 | 12/31/2023 |
EPD | 8,632 | $227 | 12/31/2023 |
Wiley BROS. Aintree Capital LLC | 7,742 | $226 | 03/31/2024 |
EPD | 7,742 | $226 | 03/31/2024 |
Patron Partners Advisors LLC | 8,578 | $226 | 12/31/2023 |
EPD | 8,578 | $226 | 12/31/2023 |
Holistic Planning LLC | 8,579 | $226 | 12/31/2023 |
EPD | 8,579 | $226 | 12/31/2023 |
Anderson Hoagland & Co. | 7,720 | $225 | 03/31/2024 |
EPD | 7,720 | $225 | 03/31/2024 |
Pacific Sage Partners LLC | 7,715 | $225 | 03/31/2024 |
EPD | 7,715 | $225 | 03/31/2024 |
Strategic Advisors LLC | 7,635 | $223 | 03/31/2024 |
EPD | 7,635 | $223 | 03/31/2024 |
Cadent Capital Advisors LLC | 7,648 | $223 | 03/31/2024 |
EPD | 7,648 | $223 | 03/31/2024 |
Breakwater Capital Group | 7,648 | $223 | 03/31/2024 |
EPD | 7,648 | $223 | 03/31/2024 |
Tanglewood Legacy Advisors LLC | 7,650 | $223 | 03/31/2024 |
EPD | 7,650 | $223 | 03/31/2024 |
Putnam FL Investment Management Co. | 8,445 | $223 | 12/31/2023 |
EPD | 8,445 | $223 | 12/31/2023 |
Vaughan David Investments LLC IL | 8,440 | $222 | 12/31/2023 |
EPD | 8,440 | $222 | 12/31/2023 |
FinTrust Capital Advisors LLC | 8,398 | $221 | 12/31/2023 |
EPD | 8,398 | $221 | 12/31/2023 |
New Republic Capital LLC | 8,384 | $221 | 12/31/2023 |
EPD | 8,384 | $221 | 12/31/2023 |
Henrickson Nauta Wealth Advisors Inc. | 7,513 | $219 | 03/31/2024 |
EPD | 7,513 | $219 | 03/31/2024 |
Leisure Capital Management | 8,315 | $219 | 12/31/2023 |
EPD | 8,315 | $219 | 12/31/2023 |
QRG Capital Management Inc. | 8,330 | $219 | 12/31/2023 |
EPD | 8,330 | $219 | 12/31/2023 |
Colorado Capital Management Inc. | 7,460 | $218 | 03/31/2024 |
EPD | 7,460 | $218 | 03/31/2024 |
Alliance Wealth Advisors LLC | 7,479 | $218 | 03/31/2024 |
EPD | 7,479 | $218 | 03/31/2024 |
Eight 31 Financial LLC | 8,260 | $218 | 12/31/2023 |
EPD | 8,260 | $218 | 12/31/2023 |
Armstrong Advisory Group Inc. | 7,425 | $217 | 03/31/2024 |
EPD | 7,425 | $217 | 03/31/2024 |
Villere ST Denis J & Co. LLC | 7,402 | $216 | 03/31/2024 |
EPD | 7,402 | $216 | 03/31/2024 |
Diversified Investment Strategies LLC | 7,405 | $216 | 03/31/2024 |
EPD | 7,405 | $216 | 03/31/2024 |
Seven Mile Advisory | 8,183 | $216 | 12/31/2023 |
EPD | 8,183 | $216 | 12/31/2023 |
ARK & TLK Investments LLC | 8,195 | $216 | 12/31/2023 |
EPD | 8,195 | $216 | 12/31/2023 |
First Foundation Advisors | 8,146 | $215 | 12/31/2023 |
EPD | 8,146 | $215 | 12/31/2023 |
EverSource Wealth Advisors LLC | 8,145 | $215 | 12/31/2023 |
EPD | 8,145 | $215 | 12/31/2023 |
Matthew Goff Investment Advisor LLC | 7,350 | $214 | 03/31/2024 |
EPD | 7,350 | $214 | 03/31/2024 |
Washington Trust Bank | 8,041 | $212 | 12/31/2023 |
EPD | 8,041 | $212 | 12/31/2023 |
Greylin Investment Mangement Inc. | 7,240 | $211 | 03/31/2024 |
EPD | 7,240 | $211 | 03/31/2024 |
MBL Wealth LLC | 7,220 | $211 | 03/31/2024 |
EPD | 7,220 | $211 | 03/31/2024 |
Gs Investments Inc. | 8,000 | $211 | 12/31/2023 |
EPD | 8,000 | $211 | 12/31/2023 |
Dumont & Blake Investment Advisors LLC | 7,201 | $210 | 03/31/2024 |
EPD | 7,201 | $210 | 03/31/2024 |
Madison Park Capital Advisors LLC | 7,200 | $210 | 03/31/2024 |
EPD | 7,200 | $210 | 03/31/2024 |
Valmark Advisers Inc. | 7,966 | $210 | 12/31/2023 |
EPD | 7,966 | $210 | 12/31/2023 |
Koshinski Asset Management Inc. | 7,973 | $210 | 12/31/2023 |
EPD | 7,973 | $210 | 12/31/2023 |
B&D White Capital Company LLC | 7,986 | $210 | 12/31/2023 |
EPD | 7,986 | $210 | 12/31/2023 |
Watchman Group Inc. | 7,925 | $209 | 12/31/2023 |
EPD | 7,925 | $209 | 12/31/2023 |
Austin Wealth Management LLC | 7,661 | $209 | 12/31/2023 |
EPD | 7,661 | $209 | 12/31/2023 |
Canal Capital Management LLC | 7,115 | $208 | 03/31/2024 |
EPD | 7,115 | $208 | 03/31/2024 |
AFT Forsyth & Company Inc. | 7,878 | $208 | 12/31/2023 |
EPD | 7,878 | $208 | 12/31/2023 |
Barry Investment Advisors LLC | 7,089 | $207 | 03/31/2024 |
EPD | 7,089 | $207 | 03/31/2024 |
Satovsky Asset Management LLC | 7,097 | $207 | 03/31/2024 |
EPD | 7,097 | $207 | 03/31/2024 |
Carmel Capital Partners LLC | 7,089 | $207 | 03/31/2024 |
EPD | 7,089 | $207 | 03/31/2024 |
Encompass Wealth Advisors LLC | 7,822 | $206 | 12/31/2023 |
EPD | 7,822 | $206 | 12/31/2023 |
Adirondack Trust Co. | 7,011 | $205 | 03/31/2024 |
EPD | 7,011 | $205 | 03/31/2024 |
Alhambra Investment Partners LLC | 7,035 | $205 | 03/31/2024 |
EPD | 7,035 | $205 | 03/31/2024 |
Regatta Capital Group LLC | 7,036 | $205 | 03/31/2024 |
EPD | 7,036 | $205 | 03/31/2024 |
Intellectus Partners LLC | 7,750 | $204 | 12/31/2023 |
EPD | 7,750 | $204 | 12/31/2023 |
AdvisorNet Financial Inc | 6,927 | $202 | 03/31/2024 |
EPD | 6,927 | $202 | 03/31/2024 |
Signaturefd LLC | 7,684 | $202 | 12/31/2023 |
EPD | 7,684 | $202 | 12/31/2023 |
Vivaldi Asset Management LLC | 7,652 | $202 | 12/31/2023 |
EPD | 7,652 | $202 | 12/31/2023 |
Institute for Wealth Management LLC. | 7,636 | $201 | 12/31/2023 |
EPD | 7,636 | $201 | 12/31/2023 |
CoreFirst Bank & Trust | 7,620 | $201 | 12/31/2023 |
EPD | 7,620 | $201 | 12/31/2023 |
Stiles Financial Services Inc | 7,633 | $201 | 12/31/2023 |
EPD | 7,633 | $201 | 12/31/2023 |
Atwood & Palmer Inc. | 6,700 | $196 | 03/31/2024 |
EPD | 6,700 | $196 | 03/31/2024 |
Benjamin F. Edwards & Company Inc. | 7,330 | $193 | 12/31/2023 |
EPD | 7,330 | $193 | 12/31/2023 |
Princeton Global Asset Management LLC | 7,160 | $189 | 12/31/2023 |
EPD | 7,160 | $189 | 12/31/2023 |
Wellington Shields Capital Management LLC | 7,150 | $188 | 12/31/2023 |
EPD | 7,150 | $188 | 12/31/2023 |
First Financialcorp IN | 6,349 | $185 | 03/31/2024 |
EPD | 6,349 | $185 | 03/31/2024 |
Farther Finance Advisors LLC | 6,910 | $182 | 12/31/2023 |
EPD | 6,910 | $182 | 12/31/2023 |
Godsey & Gibb Associates | 6,174 | $180 | 03/31/2024 |
EPD | 6,174 | $180 | 03/31/2024 |
Future Financial Wealth Managment LLC | 6,130 | $179 | 03/31/2024 |
EPD | 6,130 | $179 | 03/31/2024 |
Emfo LLC | 6,697 | $176 | 12/31/2023 |
EPD | 6,697 | $176 | 12/31/2023 |
Sawyer & Company Inc | 5,900 | $172 | 03/31/2024 |
EPD | 5,900 | $172 | 03/31/2024 |
Hexagon Capital Partners LLC | 5,746 | $168 | 03/31/2024 |
EPD | 5,746 | $168 | 03/31/2024 |
Whittier Trust Co. of Nevada Inc. | 6,361 | $168 | 12/31/2023 |
EPD | 6,361 | $168 | 12/31/2023 |
Centaurus Financial Inc. | 6,348 | $167 | 12/31/2023 |
EPD | 6,348 | $167 | 12/31/2023 |
CGC Financial Services LLC | 5,554 | $162 | 03/31/2024 |
EPD | 5,554 | $162 | 03/31/2024 |
Highlander Capital Management LLC | 6,000 | $158 | 12/31/2023 |
EPD | 6,000 | $158 | 12/31/2023 |
Slocum Gordon & Co LLP | 6,000 | $158 | 12/31/2023 |
EPD | 6,000 | $158 | 12/31/2023 |
Hanson & Doremus Investment Management | 5,307 | $155 | 03/31/2024 |
EPD | 5,307 | $155 | 03/31/2024 |
Avondale Wealth Management | 5,290 | $154 | 03/31/2024 |
EPD | 5,290 | $154 | 03/31/2024 |
LM Advisors LLC | 5,855 | $154 | 12/31/2023 |
EPD | 5,855 | $154 | 12/31/2023 |
Nemes Rush Group LLC | 5,772 | $152 | 12/31/2023 |
EPD | 5,772 | $152 | 12/31/2023 |
Farmers & Merchants Trust Co of Chambersburg PA | 5,000 | $146 | 03/31/2024 |
EPD | 5,000 | $146 | 03/31/2024 |
Montag A & Associates Inc. | 5,550 | $146 | 12/31/2023 |
EPD | 5,550 | $146 | 12/31/2023 |
First Community Trust NA | 4,960 | $145 | 03/31/2024 |
EPD | 4,960 | $145 | 03/31/2024 |
HHM Wealth Advisors LLC | 5,450 | $144 | 12/31/2023 |
EPD | 5,450 | $144 | 12/31/2023 |
Covestor Ltd | 5,461 | $143 | 12/31/2023 |
EPD | 5,461 | $143 | 12/31/2023 |
Proffitt & Goodson Inc. | 4,848 | $141 | 03/31/2024 |
EPD | 4,848 | $141 | 03/31/2024 |
Venturi Wealth Management LLC | 4,800 | $140 | 03/31/2024 |
EPD | 4,800 | $140 | 03/31/2024 |
Householder Group Estate & Retirement Specialist LLC | 5,331 | $140 | 12/31/2023 |
EPD | 5,331 | $140 | 12/31/2023 |
Logan Capital Management Inc. | 5,057 | $133 | 12/31/2023 |
EPD | 5,057 | $133 | 12/31/2023 |
Tyler Stone Wealth Management | 5,030 | $133 | 12/31/2023 |
EPD | 5,030 | $133 | 12/31/2023 |
Retirement Group LLC | 4,922 | $130 | 12/31/2023 |
EPD | 4,922 | $130 | 12/31/2023 |
TCTC Holdings LLC | 4,891 | $129 | 12/31/2023 |
EPD | 4,891 | $129 | 12/31/2023 |
Turtle Creek Wealth Advisors LLC | 4,890 | $129 | 12/31/2023 |
EPD | 4,890 | $129 | 12/31/2023 |
Hazlett Burt & Watson Inc. | 4,897 | $128 | 12/31/2023 |
EPD | 4,897 | $128 | 12/31/2023 |
Hollencrest Capital Management | 4,846 | $128 | 12/31/2023 |
EPD | 4,846 | $128 | 12/31/2023 |
Pittenger & Anderson Inc. | 4,700 | $124 | 12/31/2023 |
EPD | 4,700 | $124 | 12/31/2023 |
O Dell Group LLC | 4,657 | $123 | 12/31/2023 |
EPD | 4,657 | $123 | 12/31/2023 |
Barrett & Company Inc. | 4,190 | $122 | 03/31/2024 |
EPD | 4,190 | $122 | 03/31/2024 |
Compass Wealth Management LLC | 4,150 | $121 | 03/31/2024 |
EPD | 4,150 | $121 | 03/31/2024 |
Independence Bank of Kentucky | 3,925 | $115 | 03/31/2024 |
EPD | 3,925 | $115 | 03/31/2024 |
Cambridge Trust Co. | 4,280 | $113 | 12/31/2023 |
EPD | 4,280 | $113 | 12/31/2023 |
Kozak & Associates Inc. | 4,221 | $113 | 12/31/2023 |
EPD | 4,221 | $113 | 12/31/2023 |
Indiana Trust & Investment Management CO | 3,779 | $110 | 03/31/2024 |
EPD | 3,779 | $110 | 03/31/2024 |
ZRC Wealth Management LLC | 3,726 | $109 | 03/31/2024 |
EPD | 3,726 | $109 | 03/31/2024 |
Eagle Bay Advisors LLC | 4,000 | $105 | 12/31/2023 |
EPD | 4,000 | $105 | 12/31/2023 |
Johnson Financial Group Inc. | 3,768 | $99 | 12/31/2023 |
EPD | 3,768 | $99 | 12/31/2023 |
Focused Wealth Management Inc | 3,771 | $99 | 12/31/2023 |
EPD | 3,771 | $99 | 12/31/2023 |
Hall Laurie J Trustee | 3,200 | $93 | 03/31/2024 |
EPD | 3,200 | $93 | 03/31/2024 |
Oakworth Capital Inc. | 3,200 | $93 | 03/31/2024 |
EPD | 3,200 | $93 | 03/31/2024 |
American Capital Advisory LLC | 3,441 | $91 | 12/31/2023 |
EPD | 3,441 | $91 | 12/31/2023 |
JJJ Advisors Inc. | 3,100 | $90 | 03/31/2024 |
EPD | 3,100 | $90 | 03/31/2024 |
Versant Capital Management Inc | 3,068 | $90 | 03/31/2024 |
EPD | 3,068 | $90 | 03/31/2024 |
RE Dickinson Investment Advisors LLC | 3,430 | $90 | 12/31/2023 |
EPD | 3,430 | $90 | 12/31/2023 |
Byrne Asset Management LLC | 3,050 | $89 | 03/31/2024 |
EPD | 3,050 | $89 | 03/31/2024 |
Moisand Fitzgerald Tamayo LLC | 2,981 | $87 | 03/31/2024 |
EPD | 2,981 | $87 | 03/31/2024 |
Center for Financial Planning Inc. | 2,932 | $86 | 03/31/2024 |
EPD | 2,932 | $86 | 03/31/2024 |
West Paces Advisors Inc. | 2,900 | $85 | 03/31/2024 |
EPD | 2,900 | $85 | 03/31/2024 |
State of Wyoming | 3,176 | $84 | 12/31/2023 |
EPD | 3,176 | $84 | 12/31/2023 |
AlphaMark Advisors LLC | 2,840 | $83 | 03/31/2024 |
EPD | 2,840 | $83 | 03/31/2024 |
Coppell Advisory Solutions LLC | 3,112 | $82 | 12/31/2023 |
EPD | 3,112 | $82 | 12/31/2023 |
Creekmur Asset Management LLC | 3,112 | $82 | 12/31/2023 |
EPD | 3,112 | $82 | 12/31/2023 |
Allspring Global Investments Holdings LLC | 2,647 | $77 | 03/31/2024 |
EPD | 2,647 | $77 | 03/31/2024 |
Tortoise Investment Management LLC | 2,916 | $77 | 12/31/2023 |
EPD | 2,916 | $77 | 12/31/2023 |
Horrell Capital Management Inc. | 2,500 | $73 | 03/31/2024 |
EPD | 2,500 | $73 | 03/31/2024 |
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 2,500 | $72 | 03/31/2024 |
EPD | 2,500 | $72 | 03/31/2024 |
Laurel Wealth Advisors LLC | 2,685 | $71 | 12/31/2023 |
EPD | 2,685 | $71 | 12/31/2023 |
City Holding Co. | 2,410 | $70 | 03/31/2024 |
EPD | 2,410 | $70 | 03/31/2024 |
Spotlight Asset Group Inc. | 2,506 | $69 | 12/31/2023 |
EPD | 2,506 | $69 | 12/31/2023 |
Trust Co. of Vermont | 2,532 | $67 | 12/31/2023 |
EPD | 2,532 | $67 | 12/31/2023 |
Tucker Asset Management LLC | 2,536 | $67 | 12/31/2023 |
EPD | 2,536 | $67 | 12/31/2023 |
Wolff Wiese Magana LLC | 2,225 | $65 | 03/31/2024 |
EPD | 2,225 | $65 | 03/31/2024 |
Colonial Trust Advisors | 2,463 | $65 | 12/31/2023 |
EPD | 2,463 | $65 | 12/31/2023 |
M&R Capital Management Inc. | 2,200 | $64 | 03/31/2024 |
EPD | 2,200 | $64 | 03/31/2024 |
Creative Financial Designs Inc. ADV | 2,378 | $63 | 12/31/2023 |
EPD | 2,378 | $63 | 12/31/2023 |
LifeSteps Financial Inc. | 2,119 | $62 | 03/31/2024 |
EPD | 2,119 | $62 | 03/31/2024 |
Key Financial Inc | 2,304 | $61 | 12/31/2023 |
EPD | 2,304 | $61 | 12/31/2023 |
HBC Financial Services PLLC | 2,300 | $60 | 12/31/2023 |
EPD | 2,300 | $60 | 12/31/2023 |
Essex Investment Management Co. LLC | 2,190 | $58 | 12/31/2023 |
EPD | 2,190 | $58 | 12/31/2023 |
Gleason Group Inc. | 1,955 | $57 | 03/31/2024 |
EPD | 1,955 | $57 | 03/31/2024 |
Bear Mountain Capital Inc. | 1,997 | $57 | 03/31/2024 |
EPD | 1,997 | $57 | 03/31/2024 |
Lummis Asset Management LP | 2,151 | $57 | 12/31/2023 |
EPD | 2,151 | $57 | 12/31/2023 |
IAG Wealth Partners LLC | 1,904 | $56 | 03/31/2024 |
EPD | 1,904 | $56 | 03/31/2024 |
RFP Financial Group LLC | 2,116 | $56 | 12/31/2023 |
EPD | 2,116 | $56 | 12/31/2023 |
Washington Trust Advisors Inc. | 2,100 | $55 | 12/31/2023 |
EPD | 2,100 | $55 | 12/31/2023 |
Gables Capital Management Inc. | 2,000 | $53 | 12/31/2023 |
EPD | 2,000 | $53 | 12/31/2023 |
Richard W. Paul & Associates LLC | 2,000 | $53 | 12/31/2023 |
EPD | 2,000 | $53 | 12/31/2023 |
Ables Iannone Moore & Associates Inc. | 2,000 | $53 | 12/31/2023 |
EPD | 2,000 | $53 | 12/31/2023 |
Jones Financial Companies Lllp | 1,984 | $52 | 12/31/2023 |
EPD | 1,984 | $52 | 12/31/2023 |
Smartleaf Asset Management LLC | 2,000 | $52 | 12/31/2023 |
EPD | 2,000 | $52 | 12/31/2023 |
Financial Freedom LLC | 1,735 | $51 | 03/31/2024 |
EPD | 1,735 | $51 | 03/31/2024 |
Oliver Lagore Vanvalin Investment Group | 1,953 | $51 | 12/31/2023 |
EPD | 1,953 | $51 | 12/31/2023 |
Quent Capital LLC | 1,896 | $50 | 12/31/2023 |
EPD | 1,896 | $50 | 12/31/2023 |
OLD Second National Bank of Aurora | 1,844 | $49 | 12/31/2023 |
EPD | 1,844 | $49 | 12/31/2023 |
Community Bank N.A. | 1,848 | $49 | 12/31/2023 |
EPD | 1,848 | $49 | 12/31/2023 |
Livelsberger Financial Advisory | 1,843 | $49 | 12/31/2023 |
EPD | 1,843 | $49 | 12/31/2023 |
Chelsea Counsel Co. | 1,800 | $47 | 12/31/2023 |
EPD | 1,800 | $47 | 12/31/2023 |
Financial Gravity Asset Management Inc. | 1,765 | $47 | 12/31/2023 |
EPD | 1,765 | $47 | 12/31/2023 |
Rational Advisors LLC | 1,584 | $46 | 03/31/2024 |
EPD | 1,584 | $46 | 03/31/2024 |
Cape Investment Advisory Inc. | 1,755 | $46 | 12/31/2023 |
EPD | 1,755 | $46 | 12/31/2023 |
Main Street Group LTD | 1,750 | $46 | 12/31/2023 |
EPD | 1,750 | $46 | 12/31/2023 |
Truvestments Capital LLC | 1,700 | $45 | 12/31/2023 |
EPD | 1,700 | $45 | 12/31/2023 |
Timber Creek Capital Management LLC | 1,500 | $44 | 03/31/2024 |
EPD | 1,500 | $44 | 03/31/2024 |
Davis Capital Management | 1,443 | $42 | 03/31/2024 |
EPD | 1,443 | $42 | 03/31/2024 |
Bellevue Asset Management LLC | 1,397 | $41 | 03/31/2024 |
EPD | 1,397 | $41 | 03/31/2024 |
JNBA Financial Advisors | 1,323 | $39 | 03/31/2024 |
EPD | 1,323 | $39 | 03/31/2024 |
Boyd Watterson Asset Management LLC OH | 1,480 | $39 | 12/31/2023 |
EPD | 1,480 | $39 | 12/31/2023 |
Ameliora Wealth Management Ltd. | 1,300 | $38 | 03/31/2024 |
EPD | 1,300 | $38 | 03/31/2024 |
South State CORP. | 1,457 | $38 | 12/31/2023 |
EPD | 1,457 | $38 | 12/31/2023 |
Koesten Hirschmann & Crabtree INC. | 1,400 | $37 | 12/31/2023 |
EPD | 1,400 | $37 | 12/31/2023 |
General Partner Inc. | 1,250 | $36 | 03/31/2024 |
EPD | 1,250 | $36 | 03/31/2024 |
Burkett Financial Services LLC | 1,086 | $32 | 03/31/2024 |
EPD | 1,086 | $32 | 03/31/2024 |
First Personal Financial Services | 1,056 | $31 | 03/31/2024 |
EPD | 1,056 | $31 | 03/31/2024 |
Motco | 1,164 | $31 | 12/31/2023 |
EPD | 1,164 | $31 | 12/31/2023 |
Salomon & Ludwin LLC | 1,143 | $31 | 12/31/2023 |
EPD | 1,143 | $31 | 12/31/2023 |
Missouri Trust & Investment Co | 1,125 | $30 | 12/31/2023 |
EPD | 1,125 | $30 | 12/31/2023 |
GHP Investment Advisors Inc. | 1,000 | $29 | 03/31/2024 |
EPD | 1,000 | $29 | 03/31/2024 |
Stephens Consulting LLC | 1,000 | $29 | 03/31/2024 |
EPD | 1,000 | $29 | 03/31/2024 |
Pacific Center for Financial Services | 1,050 | $28 | 12/31/2023 |
EPD | 1,050 | $28 | 12/31/2023 |
McIlrath & Eck LLC | 1,051 | $28 | 12/31/2023 |
EPD | 1,051 | $28 | 12/31/2023 |
Lowe Wealth Advisors LLC | 900 | $26 | 03/31/2024 |
EPD | 900 | $26 | 03/31/2024 |
Accordant Advisory Group Inc | 896 | $26 | 03/31/2024 |
EPD | 896 | $26 | 03/31/2024 |
Fairfield Bush & CO. | 990 | $26 | 12/31/2023 |
EPD | 990 | $26 | 12/31/2023 |
Country Trust Bank | 825 | $24 | 03/31/2024 |
EPD | 825 | $24 | 03/31/2024 |
First PREMIER Bank | 772 | $23 | 03/31/2024 |
EPD | 772 | $23 | 03/31/2024 |
Cutler Group LP | $22 | 03/31/2024 | |
Call | 11,600 | $16 | 03/31/2024 |
EPD | 189 | $6 | 03/31/2024 |
Put | 200 | $0 | 03/31/2024 |
Gradient Investments LLC | 744 | $22 | 03/31/2024 |
EPD | 744 | $22 | 03/31/2024 |
Macroview Investment Management LLC | 844 | $22 | 12/31/2023 |
EPD | 844 | $22 | 12/31/2023 |
Front Row Advisors LLC | 835 | $22 | 12/31/2023 |
EPD | 835 | $22 | 12/31/2023 |
Westside Investment Management Inc. | 700 | $21 | 03/31/2024 |
EPD | 700 | $21 | 03/31/2024 |
Glass Jacobson Investment Advisors llc | 710 | $21 | 03/31/2024 |
EPD | 710 | $21 | 03/31/2024 |
Assetmark Inc. | 811 | $21 | 12/31/2023 |
EPD | 811 | $21 | 12/31/2023 |
SJS Investment Consulting Inc. | 687 | $20 | 03/31/2024 |
EPD | 687 | $20 | 03/31/2024 |
Hallmark Capital Management Inc. | 775 | $20 | 12/31/2023 |
EPD | 775 | $20 | 12/31/2023 |
NewSquare Capital LLC | 762 | $20 | 12/31/2023 |
EPD | 762 | $20 | 12/31/2023 |
Hoey Investments Inc. | 750 | $20 | 12/31/2023 |
EPD | 750 | $20 | 12/31/2023 |
Scarborough Advisors LLC | 710 | $19 | 12/31/2023 |
EPD | 710 | $19 | 12/31/2023 |
Baystate Wealth Management LLC | 700 | $18 | 12/31/2023 |
EPD | 700 | $18 | 12/31/2023 |
First Command Advisory Services Inc. | 700 | $18 | 12/31/2023 |
EPD | 700 | $18 | 12/31/2023 |
Centerpoint Advisors LLC | 700 | $18 | 12/31/2023 |
EPD | 700 | $18 | 12/31/2023 |
Concord Wealth Partners | 679 | $18 | 12/31/2023 |
EPD | 679 | $18 | 12/31/2023 |
Colonial Trust Co SC | 700 | $18 | 12/31/2023 |
EPD | 700 | $18 | 12/31/2023 |
Hoese & Co LLP | 600 | $16 | 03/31/2024 |
EPD | 600 | $16 | 03/31/2024 |
Mark Sheptoff Financial Planning LLC | 620 | $16 | 12/31/2023 |
EPD | 620 | $16 | 12/31/2023 |
Stone House Investment Management LLC | 610 | $16 | 12/31/2023 |
EPD | 610 | $16 | 12/31/2023 |
Semmax Financial Advisors Inc. | 595 | $16 | 12/31/2023 |
EPD | 595 | $16 | 12/31/2023 |
Global Wealth Management Investment Advisory Inc. | 600 | $16 | 12/31/2023 |
EPD | 600 | $16 | 12/31/2023 |
Pineridge Advisors LLC | 614 | $16 | 12/31/2023 |
EPD | 614 | $16 | 12/31/2023 |
CNB Bank | 561 | $15 | 12/31/2023 |
EPD | 561 | $15 | 12/31/2023 |
Blue Bell Private Wealth Management LLC | 485 | $14 | 03/31/2024 |
EPD | 485 | $14 | 03/31/2024 |
Aspire Private Capital LLC | 496 | $14 | 03/31/2024 |
EPD | 496 | $14 | 03/31/2024 |
Tsfg LLC | 463 | $14 | 03/31/2024 |
EPD | 463 | $14 | 03/31/2024 |
Pingora Partners LLC | 500 | $13 | 12/31/2023 |
EPD | 500 | $13 | 12/31/2023 |
Rockbridge Investment Management LCC | 450 | $12 | 12/31/2023 |
EPD | 450 | $12 | 12/31/2023 |
VitalStone Financial LLC | 443 | $12 | 12/31/2023 |
EPD | 443 | $12 | 12/31/2023 |
Norwood Financial Corp | 394 | $11 | 03/31/2024 |
EPD | 394 | $11 | 03/31/2024 |
St. Johns Investment Management Company LLC | 292 | $9 | 03/31/2024 |
EPD | 292 | $9 | 03/31/2024 |
PFG Private Wealth Management LLC | 300 | $9 | 03/31/2024 |
EPD | 300 | $9 | 03/31/2024 |
Park Place Capital Corp | 334 | $9 | 03/31/2024 |
EPD | 334 | $9 | 03/31/2024 |
Financial Connections Group Inc. | 368 | $9 | 12/31/2023 |
EPD | 368 | $9 | 12/31/2023 |
Tidemark LLC | 330 | $9 | 12/31/2023 |
EPD | 330 | $9 | 12/31/2023 |
Bray Capital Advisors | 300 | $8 | 12/31/2023 |
EPD | 300 | $8 | 12/31/2023 |
HAP Trading LLC | $7 | 12/31/2023 | |
Call | 29,700 | $11 | 12/31/2023 |
Put | 12,600 | $4 | 12/31/2023 |
Beacon Capital Management LLC | 254 | $7 | 12/31/2023 |
EPD | 254 | $7 | 12/31/2023 |
Bangor Savings Bank | 192 | $6 | 03/31/2024 |
EPD | 192 | $6 | 03/31/2024 |
Ritter Daniher Financial Advisory LLC DE | 225 | $6 | 12/31/2023 |
EPD | 225 | $6 | 12/31/2023 |
Rosenberg Matthew Hamilton | 180 | $5 | 03/31/2024 |
EPD | 180 | $5 | 03/31/2024 |
First United Bank Trust | 195 | $5 | 12/31/2023 |
EPD | 195 | $5 | 12/31/2023 |
Penserra Capital Management LLC | 177 | $5 | 12/31/2023 |
EPD | 177 | $5 | 12/31/2023 |
Spectrum Wealth Counsel LLC | 200 | $5 | 12/31/2023 |
EPD | 200 | $5 | 12/31/2023 |
TFC Financial Management | 133 | $4 | 12/31/2023 |
EPD | 133 | $4 | 12/31/2023 |
Investment Research & Advisory Group Inc. | 98 | $3 | 03/31/2024 |
EPD | 98 | $3 | 03/31/2024 |
Game Plan Financial Advisors LLC | 100 | $3 | 03/31/2024 |
EPD | 100 | $3 | 03/31/2024 |
Great West Life Assurance Co. Can | 102 | $3 | 12/31/2023 |
EPD | 102 | $3 | 12/31/2023 |
HighMark Wealth Management LLC | 107 | $3 | 12/31/2023 |
EPD | 107 | $3 | 12/31/2023 |
Addison Advisors LLC | 97 | $3 | 12/31/2023 |
EPD | 97 | $3 | 12/31/2023 |
DiNuzzo Private Wealth Inc. | 100 | $3 | 12/31/2023 |
EPD | 100 | $3 | 12/31/2023 |
Horizon Financial Services LLC | 71 | $2 | 03/31/2024 |
EPD | 71 | $2 | 03/31/2024 |
Sugarloaf Wealth Management LLC | 19 | $1 | 03/31/2024 |
EPD | 19 | $1 | 03/31/2024 |
PFS Partners LLC | 30 | $1 | 03/31/2024 |
EPD | 30 | $1 | 03/31/2024 |
Resources Management Corp CT ADV | 26 | $1 | 12/31/2023 |
EPD | 26 | $1 | 12/31/2023 |
Garner Asset Management Corp | 23 | $1 | 12/31/2023 |
EPD | 23 | $1 | 12/31/2023 |
Delos Wealth Advisors LLC | 25 | $1 | 12/31/2023 |
EPD | 25 | $1 | 12/31/2023 |
Caitlin John LLC | 56 | $1 | 12/31/2023 |
EPD | 56 | $1 | 12/31/2023 |
4Thought Financial Group Inc. | 0 | $0 | 03/31/2024 |
EPD | 0 | $0 | 03/31/2024 |
West Financial Advisors LLC | 14 | $0 | 03/31/2024 |
EPD | 14 | $0 | 03/31/2024 |
Fortis Advisors LLC | 1 | $0 | 12/31/2023 |
EPD | 1 | $0 | 12/31/2023 |
Crewe Advisors LLC | 15 | $0 | 12/31/2023 |
EPD | 15 | $0 | 12/31/2023 |
Curated Wealth Partners LLC | 16,670 | $-486,431 | 03/31/2024 |
Put | 16,670 | $486,431 | 03/31/2024 |
See Summary: Institutional Holders of EPD
See Details: Top 10 Hedge Funds Holding EPD
Also See: EPD Insider Buying
Also See: EPD Holdings Changes
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