On this page, we present all of the funds holding General Dynamics from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding General Dynamics, with a link to that fund's top holdings. The next columns indicate the amount of General Dynamics stock held by each of the funds holding General Dynamics, followed by the General Dynamics position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 1684 funds holding General Dynamics within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Longview Asset Management LLC. For more details on the positions held by Longview Asset Management LLC (or by any of the other funds holding General Dynamics), click the fund name in the "Holder" column of the funds-holding-General Dynamics table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Longview Asset Management LLC | 28,269,927 | $7,340,852 | 12/31/2023 |
GD | 28,269,927 | $7,340,852 | 12/31/2023 |
Vanguard Group Inc. | 21,775,774 | $5,654,515 | 12/31/2023 |
GD | 21,775,774 | $5,654,515 | 12/31/2023 |
Newport Trust Co | 15,872,805 | $4,121,691 | 12/31/2023 |
GD | 15,872,805 | $4,121,691 | 12/31/2023 |
Wellington Management Group LLP | 15,432,624 | $4,007,389 | 12/31/2023 |
GD | 15,432,624 | $4,007,389 | 12/31/2023 |
BlackRock Inc. | $3,765,421 | 12/31/2023 | |
GD | 14,428,492 | $3,746,647 | 12/31/2023 |
Call | 72,300 | $18,774 | 12/31/2023 |
State Street Corp | 10,047,599 | $2,609,060 | 12/31/2023 |
GD | 10,047,599 | $2,609,060 | 12/31/2023 |
Bank of America Corp DE | 7,602,963 | $1,974,261 | 12/31/2023 |
GD | 7,602,963 | $1,974,261 | 12/31/2023 |
Massachusetts Financial Services Co. MA | 7,417,488 | $1,926,099 | 12/31/2023 |
GD | 7,417,488 | $1,926,099 | 12/31/2023 |
Wells Fargo & Company MN | 6,327,180 | $1,642,979 | 12/31/2023 |
GD | 6,327,180 | $1,642,979 | 12/31/2023 |
JPMorgan Chase & Co. | $1,562,174 | 12/31/2023 | |
GD | 6,013,300 | $1,561,473 | 12/31/2023 |
Call | 6,000 | $1,558 | 12/31/2023 |
Put | 3,300 | $857 | 12/31/2023 |
Capital Research Global Investors | 5,900,453 | $1,532,168 | 12/31/2023 |
GD | 5,900,453 | $1,532,168 | 12/31/2023 |
Price T Rowe Associates Inc. MD | 4,667,549 | $1,212,024 | 12/31/2023 |
GD | 4,667,549 | $1,212,024 | 12/31/2023 |
Geode Capital Management LLC | 4,556,593 | $1,180,215 | 12/31/2023 |
GD | 4,556,593 | $1,180,215 | 12/31/2023 |
Sanders Capital LLC | 4,164,857 | $1,081,488 | 12/31/2023 |
GD | 4,164,857 | $1,081,488 | 12/31/2023 |
FMR LLC | 3,477,600 | $903,029 | 12/31/2023 |
GD | 3,477,600 | $903,029 | 12/31/2023 |
Royal Bank of Canada | 3,114,908 | $808,850 | 12/31/2023 |
GD | 3,114,908 | $808,850 | 12/31/2023 |
Aristotle Capital Management LLC | 3,094,225 | $803,477 | 12/31/2023 |
GD | 3,094,225 | $803,477 | 12/31/2023 |
Morgan Stanley | 3,055,538 | $793,432 | 12/31/2023 |
GD | 3,055,538 | $793,432 | 12/31/2023 |
Norges Bank | 2,804,651 | $728,284 | 12/31/2023 |
GD | 2,804,651 | $728,284 | 12/31/2023 |
Janus Henderson Group PLC | 2,319,522 | $602,306 | 12/31/2023 |
GD | 2,319,522 | $602,306 | 12/31/2023 |
Northern Trust Corp | 2,282,757 | $592,764 | 12/31/2023 |
GD | 2,282,757 | $592,764 | 12/31/2023 |
Ameriprise Financial Inc. | 2,001,743 | $520,352 | 12/31/2023 |
GD | 2,001,743 | $520,352 | 12/31/2023 |
Invesco Ltd. | 1,807,499 | $469,353 | 12/31/2023 |
GD | 1,807,499 | $469,353 | 12/31/2023 |
Franklin Resources Inc. | 1,799,496 | $467,275 | 12/31/2023 |
GD | 1,799,496 | $467,275 | 12/31/2023 |
Bank of New York Mellon Corp | 1,582,985 | $447,178 | 03/31/2024 |
GD | 1,582,985 | $447,178 | 03/31/2024 |
Boston Partners | 1,657,404 | $429,588 | 12/31/2023 |
GD | 1,657,404 | $429,588 | 12/31/2023 |
Bank of Montreal Can | $370,538 | 12/31/2023 | |
GD | 1,423,802 | $369,889 | 12/31/2023 |
Call | 13,500 | $3,507 | 12/31/2023 |
Put | 11,000 | $2,858 | 12/31/2023 |
Legal & General Group Plc | 1,397,886 | $362,989 | 12/31/2023 |
GD | 1,397,886 | $362,989 | 12/31/2023 |
Charles Schwab Investment Management Inc. | 1,372,311 | $356,348 | 12/31/2023 |
GD | 1,372,311 | $356,348 | 12/31/2023 |
Dimensional Fund Advisors LP | 1,371,123 | $356,040 | 12/31/2023 |
GD | 1,371,123 | $356,040 | 12/31/2023 |
Goldman Sachs Group Inc. | $309,237 | 12/31/2023 | |
GD | 1,214,584 | $315,391 | 12/31/2023 |
Put | 63,800 | $16,567 | 12/31/2023 |
Call | 40,100 | $10,413 | 12/31/2023 |
Balyasny Asset Management LLC | $299,953 | 12/31/2023 | |
GD | 1,151,833 | $299,096 | 12/31/2023 |
Call | 4,500 | $1,169 | 12/31/2023 |
Put | 1,200 | $312 | 12/31/2023 |
First Trust Advisors LP | 1,045,428 | $271,466 | 12/31/2023 |
GD | 1,045,428 | $271,466 | 12/31/2023 |
California Public Employees Retirement System | 943,412 | $244,976 | 12/31/2023 |
GD | 943,412 | $244,976 | 12/31/2023 |
The Manufacturers Life Insurance Company | 934,541 | $242,672 | 12/31/2023 |
GD | 934,541 | $242,672 | 12/31/2023 |
Deutsche Bank AG | 873,802 | $226,900 | 12/31/2023 |
GD | 873,802 | $226,900 | 12/31/2023 |
Nuveen Asset Management LLC | 872,752 | $226,628 | 12/31/2023 |
GD | 872,752 | $226,628 | 12/31/2023 |
Primecap Management Co. CA | 842,650 | $218,811 | 12/31/2023 |
GD | 842,650 | $218,811 | 12/31/2023 |
Envestnet Asset Management Inc. | 830,403 | $215,631 | 12/31/2023 |
GD | 830,403 | $215,631 | 12/31/2023 |
UBS Group AG | $207,240 | 12/31/2023 | |
GD | 818,487 | $212,537 | 12/31/2023 |
Put | 37,900 | $9,841 | 12/31/2023 |
Call | 17,500 | $4,544 | 12/31/2023 |
Swiss National Bank | 725,746 | $188,454 | 12/31/2023 |
GD | 725,746 | $188,454 | 12/31/2023 |
ProShare Advisors LLC | 706,474 | $183,450 | 12/31/2023 |
GD | 706,474 | $183,450 | 12/31/2023 |
Cullen Capital Management LLC | 676,191 | $175,586 | 12/31/2023 |
GD | 676,191 | $175,586 | 12/31/2023 |
Sumitomo Mitsui Trust Holdings Inc. | 615,575 | $173,894 | 03/31/2024 |
GD | 615,575 | $173,894 | 03/31/2024 |
Capital International Investors | 573,907 | $149,026 | 12/31/2023 |
GD | 573,907 | $149,026 | 12/31/2023 |
Millennium Management LLC | $146,541 | 12/31/2023 | |
GD | 614,138 | $159,473 | 12/31/2023 |
Put | 136,900 | $35,549 | 12/31/2023 |
Call | 87,100 | $22,617 | 12/31/2023 |
1832 Asset Management L.P. | 558,586 | $145,048 | 12/31/2023 |
GD | 558,586 | $145,048 | 12/31/2023 |
Barclays PLC | 510,066 | $132,450 | 12/31/2023 |
GD | 510,066 | $132,450 | 12/31/2023 |
UBS Asset Management Americas Inc. | 506,198 | $131,444 | 12/31/2023 |
GD | 506,198 | $131,444 | 12/31/2023 |
Rhumbline Advisers | 497,182 | $129,103 | 12/31/2023 |
GD | 497,182 | $129,103 | 12/31/2023 |
Raymond James & Associates | 452,204 | $127,743 | 03/31/2024 |
GD | 452,204 | $127,743 | 03/31/2024 |
New York State Common Retirement Fund | 466,120 | $121,037 | 12/31/2023 |
GD | 466,120 | $121,037 | 12/31/2023 |
Thrivent Financial for Lutherans | 463,006 | $120,229 | 12/31/2023 |
GD | 463,006 | $120,229 | 12/31/2023 |
Hsbc Holdings PLC | $119,014 | 12/31/2023 | |
GD | 448,791 | $116,475 | 12/31/2023 |
Call | 12,000 | $3,109 | 12/31/2023 |
Put | 2,200 | $570 | 12/31/2023 |
Susquehanna International Group LLP | $116,103 | 12/31/2023 | |
Call | 587,700 | $152,608 | 12/31/2023 |
Put | 320,600 | $83,250 | 12/31/2023 |
GD | 180,016 | $46,745 | 12/31/2023 |
AQR Capital Management LLC | 444,892 | $115,525 | 12/31/2023 |
GD | 444,892 | $115,525 | 12/31/2023 |
Point72 Asset Management L.P. | $112,968 | 12/31/2023 | |
GD | 423,545 | $109,982 | 12/31/2023 |
Call | 32,100 | $8,335 | 12/31/2023 |
Put | 20,600 | $5,349 | 12/31/2023 |
Hotchkis & Wiley Capital Management LLC | 434,200 | $112,749 | 12/31/2023 |
GD | 434,200 | $112,749 | 12/31/2023 |
National Pension Service | 412,768 | $107,183 | 12/31/2023 |
GD | 412,768 | $107,183 | 12/31/2023 |
Markel Corp | 391,000 | $101,531 | 12/31/2023 |
GD | 391,000 | $101,531 | 12/31/2023 |
LPL Financial LLC | 384,247 | $99,777 | 12/31/2023 |
GD | 384,247 | $99,777 | 12/31/2023 |
California State Teachers Retirement System | 377,180 | $97,942 | 12/31/2023 |
GD | 377,180 | $97,942 | 12/31/2023 |
Equity Investment Corp | 370,617 | $96,238 | 12/31/2023 |
GD | 370,617 | $96,238 | 12/31/2023 |
Russell Investments Group Ltd. | 352,986 | $91,657 | 12/31/2023 |
GD | 352,986 | $91,657 | 12/31/2023 |
Pzena Investment Management LLC | 344,778 | $89,529 | 12/31/2023 |
GD | 344,778 | $89,529 | 12/31/2023 |
Victory Capital Management Inc. | 334,706 | $86,913 | 12/31/2023 |
GD | 334,706 | $86,913 | 12/31/2023 |
Truist Financial Corp | 313,777 | $81,479 | 12/31/2023 |
GD | 313,777 | $81,479 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 264,364 | $74,680 | 03/31/2024 |
GD | 264,364 | $74,680 | 03/31/2024 |
Citadel Advisors LLC | $74,076 | 12/31/2023 | |
Call | 426,900 | $110,853 | 12/31/2023 |
Put | 378,500 | $98,285 | 12/31/2023 |
GD | 236,871 | $61,508 | 12/31/2023 |
Natixis Advisors L.P. | 260,249 | $73,518 | 03/31/2024 |
GD | 260,249 | $73,518 | 03/31/2024 |
Saratoga Research & Investment Management | 260,231 | $73,513 | 03/31/2024 |
GD | 260,231 | $73,513 | 03/31/2024 |
Blair William & Co. IL | 282,649 | $73,396 | 12/31/2023 |
GD | 282,649 | $73,396 | 12/31/2023 |
Stifel Financial Corp | 277,986 | $72,194 | 12/31/2023 |
GD | 277,986 | $72,194 | 12/31/2023 |
Edgar Lomax Co. VA | 271,753 | $70,566 | 12/31/2023 |
GD | 271,753 | $70,566 | 12/31/2023 |
Alliancebernstein L.P. | 271,049 | $70,383 | 12/31/2023 |
GD | 271,049 | $70,383 | 12/31/2023 |
Zacks Investment Management | 261,781 | $67,977 | 12/31/2023 |
GD | 261,781 | $67,977 | 12/31/2023 |
American Century Companies Inc. | 259,637 | $67,420 | 12/31/2023 |
GD | 259,637 | $67,420 | 12/31/2023 |
Sei Investments Co. | 259,529 | $67,396 | 12/31/2023 |
GD | 259,529 | $67,396 | 12/31/2023 |
PEAK6 Investments LLC | $66,892 | 12/31/2023 | |
Call | 257,900 | $66,969 | 12/31/2023 |
Put | 300 | $78 | 12/31/2023 |
GD | 2 | $1 | 12/31/2023 |
Mitsubishi UFJ Kokusai Asset Management Co. Ltd. | 258,210 | $66,241 | 12/31/2023 |
GD | 258,210 | $66,241 | 12/31/2023 |
Principal Financial Group Inc. | 251,327 | $65,262 | 12/31/2023 |
GD | 251,327 | $65,262 | 12/31/2023 |
New York State Teachers Retirement System | 230,822 | $65,205 | 03/31/2024 |
GD | 230,822 | $65,205 | 03/31/2024 |
Morningstar Investment Services LLC | 248,623 | $64,180 | 12/31/2023 |
GD | 248,623 | $64,180 | 12/31/2023 |
State Board of Administration of Florida Retirement System | 245,177 | $63,665 | 12/31/2023 |
GD | 245,177 | $63,665 | 12/31/2023 |
The PNC Financial Services Group Inc. | 239,068 | $62,079 | 12/31/2023 |
GD | 239,068 | $62,079 | 12/31/2023 |
Fifth Third Bancorp | 217,148 | $61,342 | 03/31/2024 |
GD | 217,148 | $61,342 | 03/31/2024 |
HighTower Advisors LLC | $59,887 | 12/31/2023 | |
GD | 231,130 | $60,086 | 12/31/2023 |
Put | 30,000 | $199 | 12/31/2023 |
Jane Street Group LLC | $59,632 | 12/31/2023 | |
Call | 157,500 | $40,898 | 12/31/2023 |
GD | 97,445 | $25,304 | 12/31/2023 |
Put | 25,300 | $6,570 | 12/31/2023 |
Janney Montgomery Scott LLC | 210,736 | $54,723 | 12/31/2023 |
GD | 210,736 | $54,723 | 12/31/2023 |
BNP Paribas Arbitrage SA | 207,156 | $53,792 | 12/31/2023 |
GD | 207,156 | $53,792 | 12/31/2023 |
Regions Financial Corp | 187,924 | $53,087 | 03/31/2024 |
GD | 187,924 | $53,087 | 03/31/2024 |
Allspring Global Investments Holdings LLC | 159,405 | $45,030 | 03/31/2024 |
GD | 159,405 | $45,030 | 03/31/2024 |
Prudential Financial Inc. | 174,132 | $44,697 | 12/31/2023 |
GD | 174,132 | $44,697 | 12/31/2023 |
Earnest Partners LLC | 171,883 | $44,633 | 12/31/2023 |
GD | 171,883 | $44,633 | 12/31/2023 |
Toronto Dominion Bank | 170,926 | $44,384 | 12/31/2023 |
GD | 170,926 | $44,384 | 12/31/2023 |
Korea Investment CORP | 170,642 | $44,311 | 12/31/2023 |
GD | 170,642 | $44,311 | 12/31/2023 |
Nomura Asset Management Co. Ltd. | 169,704 | $44,067 | 12/31/2023 |
GD | 169,704 | $44,067 | 12/31/2023 |
Junto Capital Management LP | 168,419 | $43,733 | 12/31/2023 |
GD | 168,419 | $43,733 | 12/31/2023 |
Adage Capital Partners GP L.L.C. | 164,247 | $42,650 | 12/31/2023 |
GD | 164,247 | $42,650 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 147,736 | $41,734 | 03/31/2024 |
GD | 147,736 | $41,734 | 03/31/2024 |
Polaris Capital Management LLC | 147,264 | $41,601 | 03/31/2024 |
GD | 147,264 | $41,601 | 03/31/2024 |
Credit Suisse AG | 157,021 | $40,774 | 12/31/2023 |
GD | 157,021 | $40,774 | 12/31/2023 |
Commonwealth Equity Services LLC | 153,735 | $39,920 | 12/31/2023 |
GD | 153,735 | $39,920 | 12/31/2023 |
Mitsubishi UFJ Trust & Banking Corp | 149,669 | $38,865 | 12/31/2023 |
GD | 149,669 | $38,865 | 12/31/2023 |
Canada Pension Plan Investment Board | 149,218 | $38,747 | 12/31/2023 |
GD | 149,218 | $38,747 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 148,612 | $38,363 | 12/31/2023 |
GD | 148,612 | $38,363 | 12/31/2023 |
Bartlett & Co. LLC | 148,612 | $38,362 | 12/31/2023 |
GD | 148,612 | $38,362 | 12/31/2023 |
Los Angeles Capital Management & Equity Research Inc. | 131,130 | $37,043 | 03/31/2024 |
GD | 131,130 | $37,043 | 03/31/2024 |
Advisor Group Holdings Inc. | 141,309 | $36,734 | 12/31/2023 |
GD | 141,309 | $36,734 | 12/31/2023 |
Conning Inc. | 129,702 | $36,564 | 03/31/2024 |
GD | 129,702 | $36,564 | 03/31/2024 |
Citigroup Inc. | $35,904 | 12/31/2023 | |
GD | 150,268 | $39,020 | 12/31/2023 |
Put | 46,000 | $11,945 | 12/31/2023 |
Call | 34,000 | $8,829 | 12/31/2023 |
Peapack Gladstone Financial Corp | 136,111 | $35,344 | 12/31/2023 |
GD | 136,111 | $35,344 | 12/31/2023 |
HM Payson & Co. | 135,802 | $35,264 | 12/31/2023 |
GD | 135,802 | $35,264 | 12/31/2023 |
Randolph Co Inc | 122,487 | $34,601 | 03/31/2024 |
GD | 122,487 | $34,601 | 03/31/2024 |
State of New Jersey Common Pension Fund D | 129,000 | $33,497 | 12/31/2023 |
GD | 129,000 | $33,497 | 12/31/2023 |
Epoch Investment Partners Inc. | 128,778 | $33,440 | 12/31/2023 |
GD | 128,778 | $33,440 | 12/31/2023 |
Chevy Chase Trust Holdings Inc. | 127,828 | $33,193 | 12/31/2023 |
GD | 127,828 | $33,193 | 12/31/2023 |
Clark Capital Management Group Inc. | 126,081 | $32,739 | 12/31/2023 |
GD | 126,081 | $32,739 | 12/31/2023 |
Oppenheimer Asset Management Inc. | 126,055 | $32,733 | 12/31/2023 |
GD | 126,055 | $32,733 | 12/31/2023 |
Public Employees Retirement System of Ohio | 124,882 | $32,428 | 12/31/2023 |
GD | 124,882 | $32,428 | 12/31/2023 |
United Capital Financial Advisers LLC | 124,306 | $32,279 | 12/31/2023 |
GD | 124,306 | $32,279 | 12/31/2023 |
Smith Chas P & Associates PA Cpas | 114,155 | $32,248 | 03/31/2024 |
GD | 114,155 | $32,248 | 03/31/2024 |
Voya Investment Management LLC | 123,748 | $32,134 | 12/31/2023 |
GD | 123,748 | $32,134 | 12/31/2023 |
State of Wisconsin Investment Board | 122,789 | $31,885 | 12/31/2023 |
GD | 122,789 | $31,885 | 12/31/2023 |
CI Private Wealth LLC | 120,916 | $31,398 | 12/31/2023 |
GD | 120,916 | $31,398 | 12/31/2023 |
Barrow Hanley Mewhinney & Strauss LLC | 120,472 | $31,283 | 12/31/2023 |
GD | 120,472 | $31,283 | 12/31/2023 |
US Bancorp DE | 120,327 | $31,246 | 12/31/2023 |
GD | 120,327 | $31,246 | 12/31/2023 |
Ancora Advisors LLC | 118,964 | $30,891 | 12/31/2023 |
GD | 118,964 | $30,891 | 12/31/2023 |
State of Tennessee Treasury Department | 118,442 | $30,756 | 12/31/2023 |
GD | 118,442 | $30,756 | 12/31/2023 |
Kornitzer Capital Management Inc. KS | 117,446 | $30,497 | 12/31/2023 |
GD | 117,446 | $30,497 | 12/31/2023 |
Susquehanna Portfolio Strategies LLC | 115,814 | $30,073 | 12/31/2023 |
GD | 115,814 | $30,073 | 12/31/2023 |
Treasurer of the State of North Carolina | 114,841 | $29,821 | 12/31/2023 |
GD | 114,841 | $29,821 | 12/31/2023 |
CBOE Vest Financial LLC | 114,727 | $29,791 | 12/31/2023 |
GD | 114,727 | $29,791 | 12/31/2023 |
Sabal Trust CO | 114,366 | $29,697 | 12/31/2023 |
GD | 114,366 | $29,697 | 12/31/2023 |
Baird Financial Group Inc. | 114,086 | $29,625 | 12/31/2023 |
GD | 114,086 | $29,625 | 12/31/2023 |
Martingale Asset Management L P | 113,402 | $29,447 | 12/31/2023 |
GD | 113,402 | $29,447 | 12/31/2023 |
Neuberger Berman Group LLC | 112,969 | $29,335 | 12/31/2023 |
GD | 112,969 | $29,335 | 12/31/2023 |
Nomura Holdings Inc. | $29,223 | 12/31/2023 | |
Call | 73,500 | $19,086 | 12/31/2023 |
GD | 39,038 | $10,137 | 12/31/2023 |
Clough Capital Partners L P | 110,141 | $28,600 | 12/31/2023 |
GD | 110,141 | $28,600 | 12/31/2023 |
Sanibel Captiva Trust Company Inc. | 108,242 | $28,107 | 12/31/2023 |
GD | 108,242 | $28,107 | 12/31/2023 |
Westwood Holdings Group Inc. | 105,438 | $27,379 | 12/31/2023 |
GD | 105,438 | $27,379 | 12/31/2023 |
Royal London Asset Management Ltd. | 104,011 | $27,009 | 12/31/2023 |
GD | 104,011 | $27,009 | 12/31/2023 |
U S Global Investors Inc. | 94,591 | $26,721 | 03/31/2024 |
GD | 94,591 | $26,721 | 03/31/2024 |
Woodline Partners LP | 102,040 | $26,497 | 12/31/2023 |
GD | 102,040 | $26,497 | 12/31/2023 |
Guggenheim Capital LLC | 97,681 | $25,365 | 12/31/2023 |
GD | 97,681 | $25,365 | 12/31/2023 |
Confluence Investment Management LLC | 89,274 | $25,219 | 03/31/2024 |
GD | 89,274 | $25,219 | 03/31/2024 |
Norden Group LLC | 87,864 | $24,821 | 03/31/2024 |
GD | 87,864 | $24,821 | 03/31/2024 |
National Bank of Canada FI | 95,467 | $24,685 | 12/31/2023 |
GD | 95,467 | $24,685 | 12/31/2023 |
Mackenzie Financial Corp | 93,798 | $24,357 | 12/31/2023 |
GD | 93,798 | $24,357 | 12/31/2023 |
TD Waterhouse Canada Inc. | 84,056 | $23,761 | 12/31/2023 |
GD | 84,056 | $23,761 | 12/31/2023 |
Becker Capital Management Inc. | 90,202 | $23,423 | 12/31/2023 |
GD | 90,202 | $23,423 | 12/31/2023 |
Asset Management One Co. Ltd. | 90,436 | $23,345 | 12/31/2023 |
GD | 90,436 | $23,345 | 12/31/2023 |
Rockefeller Capital Management L.P. | 89,727 | $23,300 | 12/31/2023 |
GD | 89,727 | $23,300 | 12/31/2023 |
Main Street Research LLC | 89,393 | $23,213 | 12/31/2023 |
GD | 89,393 | $23,213 | 12/31/2023 |
Nisa Investment Advisors LLC | 86,863 | $22,556 | 12/31/2023 |
GD | 86,863 | $22,556 | 12/31/2023 |
Teacher Retirement System of Texas | 85,523 | $22,208 | 12/31/2023 |
GD | 85,523 | $22,208 | 12/31/2023 |
Professional Advisory Services Inc. | 78,569 | $22,195 | 03/31/2024 |
GD | 78,569 | $22,195 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 77,949 | $22,020 | 03/31/2024 |
GD | 77,949 | $22,020 | 03/31/2024 |
Manning & Napier Group LLC | 76,747 | $21,680 | 03/31/2024 |
GD | 76,747 | $21,680 | 03/31/2024 |
D.A. Davidson & CO. | 82,718 | $21,480 | 12/31/2023 |
GD | 82,718 | $21,480 | 12/31/2023 |
Macquarie Group Ltd. | 81,597 | $21,179 | 12/31/2023 |
GD | 81,597 | $21,179 | 12/31/2023 |
CWM LLC | 74,755 | $21,117 | 03/31/2024 |
GD | 74,755 | $21,117 | 03/31/2024 |
Azimuth Capital Investment Management LLC | 81,032 | $21,042 | 12/31/2023 |
GD | 81,032 | $21,042 | 12/31/2023 |
Holowesko Partners Ltd. | 81,020 | $21,038 | 12/31/2023 |
GD | 81,020 | $21,038 | 12/31/2023 |
TD Asset Management Inc. | 80,280 | $20,846 | 12/31/2023 |
GD | 80,280 | $20,846 | 12/31/2023 |
Wolverine Trading LLC | $20,563 | 12/31/2023 | |
Call | 116,100 | $30,148 | 12/31/2023 |
Put | 37,900 | $9,841 | 12/31/2023 |
GD | 987 | $256 | 12/31/2023 |
Comerica Bank | 78,306 | $20,334 | 12/31/2023 |
GD | 78,306 | $20,334 | 12/31/2023 |
Verition Fund Management LLC | $20,235 | 12/31/2023 | |
GD | 81,226 | $21,092 | 12/31/2023 |
Put | 7,900 | $2,051 | 12/31/2023 |
Call | 4,600 | $1,194 | 12/31/2023 |
Arvest Trust Co. N A | 75,637 | $19,641 | 12/31/2023 |
GD | 75,637 | $19,641 | 12/31/2023 |
Strs Ohio | 75,116 | $19,505 | 12/31/2023 |
GD | 75,116 | $19,505 | 12/31/2023 |
Thomasville National Bank | 68,678 | $19,401 | 03/31/2024 |
GD | 68,678 | $19,401 | 03/31/2024 |
GW Henssler & Associates Ltd. | 74,196 | $19,266 | 12/31/2023 |
GD | 74,196 | $19,266 | 12/31/2023 |
Bank of Nova Scotia | 72,383 | $18,795 | 12/31/2023 |
GD | 72,383 | $18,795 | 12/31/2023 |
Simplex Trading LLC | $18,729 | 03/31/2024 | |
Call | 123,000 | $34,746 | 03/31/2024 |
Put | 56,700 | $16,017 | 03/31/2024 |
Wade G W & Inc. | 72,052 | $18,710 | 12/31/2023 |
GD | 72,052 | $18,710 | 12/31/2023 |
Vident Advisory LLC | 71,101 | $18,463 | 12/31/2023 |
GD | 71,101 | $18,463 | 12/31/2023 |
Busey Wealth Management | 65,217 | $18,423 | 03/31/2024 |
GD | 65,217 | $18,423 | 03/31/2024 |
Twin Tree Management LP | $17,733 | 12/31/2023 | |
GD | 56,992 | $14,799 | 12/31/2023 |
Call | 11,300 | $2,934 | 12/31/2023 |
State of Michigan Retirement System | 62,212 | $17,574 | 03/31/2024 |
GD | 62,212 | $17,574 | 03/31/2024 |
MML Investors Services LLC | 67,247 | $17,462 | 12/31/2023 |
GD | 67,247 | $17,462 | 12/31/2023 |
Commerce Bank | 65,702 | $17,061 | 12/31/2023 |
GD | 65,702 | $17,061 | 12/31/2023 |
Pinnacle Financial Partners Inc. | 65,690 | $17,058 | 12/31/2023 |
GD | 65,690 | $17,058 | 12/31/2023 |
Arizona State Retirement System | 65,297 | $16,956 | 12/31/2023 |
GD | 65,297 | $16,956 | 12/31/2023 |
NorthCrest Asset Manangement LLC | 58,426 | $16,505 | 03/31/2024 |
GD | 58,426 | $16,505 | 03/31/2024 |
Great West Life Assurance Co. Can | 63,601 | $16,451 | 12/31/2023 |
GD | 63,601 | $16,451 | 12/31/2023 |
Kayne Anderson Rudnick Investment Management LLC | 63,349 | $16,450 | 12/31/2023 |
GD | 63,349 | $16,450 | 12/31/2023 |
DRH Investments Inc. | 62,780 | $16,302 | 12/31/2023 |
GD | 62,780 | $16,302 | 12/31/2023 |
Cetera Advisor Networks LLC | 61,454 | $15,958 | 12/31/2023 |
GD | 61,454 | $15,958 | 12/31/2023 |
Oakworth Capital Inc. | 56,127 | $15,855 | 03/31/2024 |
GD | 56,127 | $15,855 | 03/31/2024 |
Yousif Capital Management LLC | 56,006 | $15,821 | 03/31/2024 |
GD | 56,006 | $15,821 | 03/31/2024 |
United Bank | 60,019 | $15,585 | 12/31/2023 |
GD | 60,019 | $15,585 | 12/31/2023 |
Columbia Asset Management | 59,460 | $15,440 | 12/31/2023 |
GD | 59,460 | $15,440 | 12/31/2023 |
Willis Investment Counsel | 53,903 | $15,227 | 03/31/2024 |
GD | 53,903 | $15,227 | 03/31/2024 |
Dearborn Partners LLC | 57,977 | $15,055 | 12/31/2023 |
GD | 57,977 | $15,055 | 12/31/2023 |
Edge Wealth Management LLC | 53,209 | $15,031 | 03/31/2024 |
GD | 53,209 | $15,031 | 03/31/2024 |
American International Group Inc. | 57,532 | $14,939 | 12/31/2023 |
GD | 57,532 | $14,939 | 12/31/2023 |
Torray LLC | 56,115 | $14,571 | 12/31/2023 |
GD | 56,115 | $14,571 | 12/31/2023 |
Edgemoor Investment Advisors Inc. | 56,010 | $14,544 | 12/31/2023 |
GD | 56,010 | $14,544 | 12/31/2023 |
Standard Life Aberdeen plc | 55,894 | $14,514 | 12/31/2023 |
GD | 55,894 | $14,514 | 12/31/2023 |
M&T Bank Corp | 55,500 | $14,412 | 12/31/2023 |
GD | 55,500 | $14,412 | 12/31/2023 |
Mariner LLC | 55,432 | $14,393 | 12/31/2023 |
GD | 55,432 | $14,393 | 12/31/2023 |
South Dakota Investment Council | 55,410 | $14,388 | 12/31/2023 |
GD | 55,410 | $14,388 | 12/31/2023 |
MetLife Investment Management LLC | 55,342 | $14,371 | 12/31/2023 |
GD | 55,342 | $14,371 | 12/31/2023 |
Squarepoint Ops LLC | $14,266 | 12/31/2023 | |
Call | 81,000 | $21,033 | 12/31/2023 |
Put | 32,200 | $8,361 | 12/31/2023 |
GD | 6,138 | $1,594 | 12/31/2023 |
Sit Investment Associates Inc. | 53,792 | $13,968 | 12/31/2023 |
GD | 53,792 | $13,968 | 12/31/2023 |
Mather Group LLC. | 53,773 | $13,963 | 03/31/2024 |
GD | 53,773 | $13,963 | 03/31/2024 |
Nixon Peabody Trust Co. | 53,757 | $13,959 | 12/31/2023 |
GD | 53,757 | $13,959 | 12/31/2023 |
Lido Advisors LLC | 53,598 | $13,918 | 12/31/2023 |
GD | 53,598 | $13,918 | 12/31/2023 |
Zurcher Kantonalbank Zurich Cantonalbank | 49,200 | $13,899 | 03/31/2024 |
GD | 49,200 | $13,899 | 03/31/2024 |
Brandes Investment Partners LP | 53,167 | $13,806 | 12/31/2023 |
GD | 53,167 | $13,806 | 12/31/2023 |
Kestra Private Wealth Services LLC | 52,658 | $13,674 | 12/31/2023 |
GD | 52,658 | $13,674 | 12/31/2023 |
Brown Advisory Inc. | 48,272 | $13,636 | 03/31/2024 |
GD | 48,272 | $13,636 | 03/31/2024 |
Amalgamated Bank | 47,700 | $13,475 | 03/31/2024 |
GD | 47,700 | $13,475 | 03/31/2024 |
CIBC Asset Management Inc | 51,875 | $13,470 | 12/31/2023 |
GD | 51,875 | $13,470 | 12/31/2023 |
Moran Wealth Management LLC | 50,181 | $13,030 | 12/31/2023 |
GD | 50,181 | $13,030 | 12/31/2023 |
Pictet Asset Management Holding SA | 49,989 | $12,981 | 12/31/2023 |
GD | 49,989 | $12,981 | 12/31/2023 |
Retirement Systems of Alabama | 49,920 | $12,963 | 12/31/2023 |
GD | 49,920 | $12,963 | 12/31/2023 |
Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 49,602 | $12,880 | 12/31/2023 |
GD | 49,602 | $12,880 | 12/31/2023 |
Weybosset Research & Management LLC | 45,382 | $12,820 | 03/31/2024 |
GD | 45,382 | $12,820 | 03/31/2024 |
Two Sigma Investments LP | 49,340 | $12,812 | 12/31/2023 |
GD | 49,340 | $12,812 | 12/31/2023 |
CIBC World Markets Inc. | 48,426 | $12,575 | 12/31/2023 |
GD | 48,426 | $12,575 | 12/31/2023 |
Mirae Asset Global Investments Co. Ltd. | 47,920 | $12,443 | 12/31/2023 |
GD | 47,920 | $12,443 | 12/31/2023 |
Dakota Wealth Management | 43,873 | $12,394 | 03/31/2024 |
GD | 43,873 | $12,394 | 03/31/2024 |
Calamos Advisors LLC | 47,710 | $12,389 | 12/31/2023 |
GD | 47,710 | $12,389 | 12/31/2023 |
Texas Permanent School Fund | 46,769 | $12,145 | 12/31/2023 |
GD | 46,769 | $12,145 | 12/31/2023 |
Captrust Financial Advisors | 45,690 | $11,864 | 12/31/2023 |
GD | 45,690 | $11,864 | 12/31/2023 |
Hendershot Investments Inc. | 41,850 | $11,822 | 03/31/2024 |
GD | 41,850 | $11,822 | 03/31/2024 |
CHURCHILL MANAGEMENT Corp | 41,666 | $11,770 | 03/31/2024 |
GD | 41,666 | $11,770 | 03/31/2024 |
Pinnacle Associates Ltd. | 41,644 | $11,764 | 03/31/2024 |
GD | 41,644 | $11,764 | 03/31/2024 |
Shellback Capital LP | 45,100 | $11,711 | 12/31/2023 |
GD | 45,100 | $11,711 | 12/31/2023 |
Palisade Asset Management LLC | 44,874 | $11,652 | 12/31/2023 |
GD | 44,874 | $11,652 | 12/31/2023 |
Laurion Capital Management LP | 44,472 | $11,548 | 12/31/2023 |
GD | 44,472 | $11,548 | 12/31/2023 |
Group One Trading L.P. | $11,477 | 12/31/2023 | |
Call | 66,200 | $17,190 | 12/31/2023 |
Put | 22,000 | $5,713 | 12/31/2023 |
Ensign Peak Advisors Inc | 44,111 | $11,454 | 12/31/2023 |
GD | 44,111 | $11,454 | 12/31/2023 |
Czech National Bank | 39,947 | $11,285 | 03/31/2024 |
GD | 39,947 | $11,285 | 03/31/2024 |
Utah Retirement Systems | 42,519 | $11,041 | 12/31/2023 |
GD | 42,519 | $11,041 | 12/31/2023 |
Cresset Asset Management LLC | 42,509 | $11,038 | 12/31/2023 |
GD | 42,509 | $11,038 | 12/31/2023 |
O Shaughnessy Asset Management LLC | 42,251 | $10,971 | 12/31/2023 |
GD | 42,251 | $10,971 | 12/31/2023 |
Robeco Institutional Asset Management B.V. | 38,637 | $10,915 | 03/31/2024 |
GD | 38,637 | $10,915 | 03/31/2024 |
Creative Planning | 42,033 | $10,915 | 12/31/2023 |
GD | 42,033 | $10,915 | 12/31/2023 |
Howe & Rusling Inc. | 40,906 | $10,622 | 12/31/2023 |
GD | 40,906 | $10,622 | 12/31/2023 |
Morgan Dempsey Capital Management LLC | $10,615 | 12/31/2023 | |
GD | 40,777 | $10,589 | 12/31/2023 |
Call | 100 | $26 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 40,830 | $10,602 | 12/31/2023 |
GD | 40,830 | $10,602 | 12/31/2023 |
Running Oak Capital LLC | 37,511 | $10,596 | 03/31/2024 |
GD | 37,511 | $10,596 | 03/31/2024 |
BOKF NA | 40,718 | $10,573 | 12/31/2023 |
GD | 40,718 | $10,573 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 40,503 | $10,517 | 12/31/2023 |
GD | 40,503 | $10,517 | 12/31/2023 |
Atria Investments LLC | 40,406 | $10,485 | 12/31/2023 |
GD | 40,406 | $10,485 | 12/31/2023 |
Crossmark Global Holdings Inc. | 40,214 | $10,442 | 12/31/2023 |
GD | 40,214 | $10,442 | 12/31/2023 |
Palisade Capital Management LLC NJ | 40,169 | $10,431 | 12/31/2023 |
GD | 40,169 | $10,431 | 12/31/2023 |
Rafferty Asset Management LLC | 39,948 | $10,373 | 12/31/2023 |
GD | 39,948 | $10,373 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 39,668 | $10,300 | 12/31/2023 |
GD | 39,668 | $10,300 | 12/31/2023 |
Roffman Miller Associates Inc. PA | 39,587 | $10,280 | 12/31/2023 |
GD | 39,587 | $10,280 | 12/31/2023 |
UMB Bank N A MO | 36,363 | $10,272 | 03/31/2024 |
GD | 36,363 | $10,272 | 03/31/2024 |
Synovus Financial Corp | 39,060 | $10,147 | 12/31/2023 |
GD | 39,060 | $10,147 | 12/31/2023 |
Kestra Advisory Services LLC | 39,035 | $10,136 | 12/31/2023 |
GD | 39,035 | $10,136 | 12/31/2023 |
Matrix Asset Advisors Inc. NY | 35,127 | $9,923 | 03/31/2024 |
GD | 35,127 | $9,923 | 03/31/2024 |
Oppenheimer & Co. Inc. | 37,352 | $9,699 | 12/31/2023 |
GD | 37,352 | $9,699 | 12/31/2023 |
Gotham Asset Management LLC | 37,343 | $9,697 | 12/31/2023 |
GD | 37,343 | $9,697 | 12/31/2023 |
Vaughan David Investments LLC IL | 37,208 | $9,662 | 12/31/2023 |
GD | 37,208 | $9,662 | 12/31/2023 |
Orion Portfolio Solutions LLC | 37,993 | $9,643 | 12/31/2023 |
GD | 37,993 | $9,643 | 12/31/2023 |
Miramar Capital LLC | 36,819 | $9,561 | 12/31/2023 |
GD | 36,819 | $9,561 | 12/31/2023 |
Thomas Story & Son LLC | 36,666 | $9,521 | 12/31/2023 |
GD | 36,666 | $9,521 | 12/31/2023 |
State of Alaska Department of Revenue | 33,701 | $9,519 | 03/31/2024 |
GD | 33,701 | $9,519 | 03/31/2024 |
U.S. Capital Wealth Advisors LLC | 36,581 | $9,499 | 12/31/2023 |
GD | 36,581 | $9,499 | 12/31/2023 |
Mattern Capital Management LLC | 36,209 | $9,403 | 12/31/2023 |
GD | 36,209 | $9,403 | 12/31/2023 |
Narwhal Capital Management | 32,593 | $9,207 | 03/31/2024 |
GD | 32,593 | $9,207 | 03/31/2024 |
Townsquare Capital LLC | 35,190 | $9,138 | 12/31/2023 |
GD | 35,190 | $9,138 | 12/31/2023 |
Richard C. Young & CO. LTD. | 35,162 | $9,131 | 12/31/2023 |
GD | 35,162 | $9,131 | 12/31/2023 |
Connor Clark & Lunn Investment Management Ltd. | 35,060 | $9,104 | 12/31/2023 |
GD | 35,060 | $9,104 | 12/31/2023 |
Paradiem LLC | 31,999 | $9,039 | 03/31/2024 |
GD | 31,999 | $9,039 | 03/31/2024 |
Public Employees Retirement Association of Colorado | 34,735 | $9,020 | 12/31/2023 |
GD | 34,735 | $9,020 | 12/31/2023 |
Cibc World Markets Corp | 34,505 | $8,960 | 12/31/2023 |
GD | 34,505 | $8,960 | 12/31/2023 |
Soltis Investment Advisors LLC | 34,380 | $8,928 | 12/31/2023 |
GD | 34,380 | $8,928 | 12/31/2023 |
Bogart Wealth LLC | 31,541 | $8,910 | 03/31/2024 |
GD | 31,541 | $8,910 | 03/31/2024 |
Xponance Inc. | 34,274 | $8,900 | 12/31/2023 |
GD | 34,274 | $8,900 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 34,060 | $8,844 | 12/31/2023 |
GD | 34,060 | $8,844 | 12/31/2023 |
Allen Investment Management LLC | 33,954 | $8,817 | 12/31/2023 |
GD | 33,954 | $8,817 | 12/31/2023 |
Scopus Asset Management L.P. | 33,483 | $8,695 | 12/31/2023 |
GD | 33,483 | $8,695 | 12/31/2023 |
AE Wealth Management LLC | 32,313 | $8,565 | 12/31/2023 |
GD | 32,313 | $8,565 | 12/31/2023 |
Voloridge Investment Management LLC | 32,671 | $8,484 | 12/31/2023 |
GD | 32,671 | $8,484 | 12/31/2023 |
Kingdon Capital Management L.L.C. | 32,200 | $8,361 | 12/31/2023 |
GD | 32,200 | $8,361 | 12/31/2023 |
BancorpSouth Bank | 32,151 | $8,349 | 12/31/2023 |
GD | 32,151 | $8,349 | 12/31/2023 |
Van ECK Associates Corp | 32,109 | $8,337 | 12/31/2023 |
GD | 32,109 | $8,337 | 12/31/2023 |
New York Life Investment Management LLC | 32,091 | $8,333 | 12/31/2023 |
GD | 32,091 | $8,333 | 12/31/2023 |
Apella Capital LLC | 28,836 | $8,329 | 03/31/2024 |
GD | 28,836 | $8,329 | 03/31/2024 |
Martin Capital Partners LLC | 28,939 | $8,175 | 03/31/2024 |
GD | 28,939 | $8,175 | 03/31/2024 |
One Capital Management LLC | 31,318 | $8,132 | 12/31/2023 |
GD | 31,318 | $8,132 | 12/31/2023 |
ING Groep NV | 31,009 | $8,052 | 12/31/2023 |
GD | 31,009 | $8,052 | 12/31/2023 |
DAVENPORT & Co LLC | 31,007 | $8,050 | 12/31/2023 |
GD | 31,007 | $8,050 | 12/31/2023 |
Haverford Trust Co. | 30,737 | $7,981 | 12/31/2023 |
GD | 30,737 | $7,981 | 12/31/2023 |
Parallax Volatility Advisers L.P. | $7,941 | 12/31/2023 | |
Call | 29,300 | $7,608 | 12/31/2023 |
GD | 11,183 | $2,904 | 12/31/2023 |
Put | 9,900 | $2,571 | 12/31/2023 |
Glenmede Trust Co. NA | 30,467 | $7,911 | 12/31/2023 |
GD | 30,467 | $7,911 | 12/31/2023 |
Amica Mutual Insurance Co. | 30,382 | $7,889 | 12/31/2023 |
GD | 30,382 | $7,889 | 12/31/2023 |
Advisors Asset Management Inc. | 30,094 | $7,815 | 12/31/2023 |
GD | 30,094 | $7,815 | 12/31/2023 |
Kesler Norman & Wride LLC | 27,607 | $7,799 | 03/31/2024 |
GD | 27,607 | $7,799 | 03/31/2024 |
Principle Wealth Partners LLC | 27,590 | $7,794 | 03/31/2024 |
GD | 27,590 | $7,794 | 03/31/2024 |
Mutual of America Capital Management LLC | 29,956 | $7,779 | 12/31/2023 |
GD | 29,956 | $7,779 | 12/31/2023 |
HB Wealth Management LLC | 29,935 | $7,773 | 12/31/2023 |
GD | 29,935 | $7,773 | 12/31/2023 |
Granite Bay Wealth Management LLC | 31,500 | $7,684 | 12/31/2023 |
GD | 31,500 | $7,684 | 12/31/2023 |
CENTRAL TRUST Co | 26,886 | $7,595 | 03/31/2024 |
GD | 26,886 | $7,595 | 03/31/2024 |
Sequoia Financial Advisors LLC | 29,216 | $7,586 | 12/31/2023 |
GD | 29,216 | $7,586 | 12/31/2023 |
Fiduciary Trust Co. | 29,205 | $7,584 | 12/31/2023 |
GD | 29,205 | $7,584 | 12/31/2023 |
Founders Capital Management LLC | 26,774 | $7,563 | 03/31/2024 |
GD | 26,774 | $7,563 | 03/31/2024 |
Pacer Advisors Inc. | 29,045 | $7,542 | 12/31/2023 |
GD | 29,045 | $7,542 | 12/31/2023 |
Cerity Partners LLC | 28,912 | $7,508 | 12/31/2023 |
GD | 28,912 | $7,508 | 12/31/2023 |
Eliot Finkel Investment Counsel LLC | 28,857 | $7,493 | 12/31/2023 |
GD | 28,857 | $7,493 | 12/31/2023 |
Weatherly Asset Management L. P. | 28,766 | $7,470 | 12/31/2023 |
GD | 28,766 | $7,470 | 12/31/2023 |
GWM Advisors LLC | 29,115 | $7,460 | 12/31/2023 |
GD | 29,115 | $7,460 | 12/31/2023 |
Investment Management Associates Inc. ADV | 28,582 | $7,422 | 12/31/2023 |
GD | 28,582 | $7,422 | 12/31/2023 |
Nissay Asset Management Corp Japan ADV | 28,429 | $7,382 | 12/31/2023 |
GD | 28,429 | $7,382 | 12/31/2023 |
Jefferies Financial Group Inc. | 28,400 | $7,375 | 12/31/2023 |
GD | 28,400 | $7,375 | 12/31/2023 |
Martin Investment Management LLC | 28,395 | $7,373 | 12/31/2023 |
GD | 28,395 | $7,373 | 12/31/2023 |
Stonebridge Capital Management Inc. | 26,048 | $7,358 | 03/31/2024 |
GD | 26,048 | $7,358 | 03/31/2024 |
Tompkins Financial Corp | 25,850 | $7,302 | 03/31/2024 |
GD | 25,850 | $7,302 | 03/31/2024 |
Pathstone Holdings LLC | 27,752 | $7,245 | 12/31/2023 |
GD | 27,752 | $7,245 | 12/31/2023 |
Jones Financial Companies Lllp | 27,413 | $7,118 | 12/31/2023 |
GD | 27,413 | $7,118 | 12/31/2023 |
ProVise Management Group LLC | 27,088 | $7,034 | 12/31/2023 |
GD | 27,088 | $7,034 | 12/31/2023 |
Schonfeld Strategic Advisors LLC | 26,979 | $7,006 | 12/31/2023 |
GD | 26,979 | $7,006 | 12/31/2023 |
Marks Group Wealth Management Inc | 26,942 | $6,996 | 12/31/2023 |
GD | 26,942 | $6,996 | 12/31/2023 |
Strategy Asset Managers LLC | 24,738 | $6,988 | 03/31/2024 |
GD | 24,738 | $6,988 | 03/31/2024 |
Allworth Financial LP | 24,672 | $6,970 | 03/31/2024 |
GD | 24,672 | $6,970 | 03/31/2024 |
Marshall Wace LLP | 26,788 | $6,956 | 12/31/2023 |
GD | 26,788 | $6,956 | 12/31/2023 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 26,715 | $6,937 | 12/31/2023 |
GD | 26,715 | $6,937 | 12/31/2023 |
IMC Chicago LLC | $6,921 | 03/31/2024 | |
Call | 54,900 | $15,509 | 03/31/2024 |
Put | 30,400 | $8,588 | 03/31/2024 |
ARS Wealth Advisors Group LLC | 26,481 | $6,876 | 12/31/2023 |
GD | 26,481 | $6,876 | 12/31/2023 |
Atria Wealth Solutions Inc. | 26,406 | $6,857 | 12/31/2023 |
GD | 26,406 | $6,857 | 12/31/2023 |
Wealthfront Advisers LLC | 24,158 | $6,824 | 03/31/2024 |
GD | 24,158 | $6,824 | 03/31/2024 |
Foster & Motley Inc. | 24,071 | $6,800 | 03/31/2024 |
GD | 24,071 | $6,800 | 03/31/2024 |
Sheaff Brock Investment Advisors LLC | 26,004 | $6,752 | 12/31/2023 |
GD | 26,004 | $6,752 | 12/31/2023 |
Tower Research Capital LLC TRC | 25,970 | $6,744 | 12/31/2023 |
GD | 25,970 | $6,744 | 12/31/2023 |
Capital City Trust Co. FL | 25,924 | $6,731 | 12/31/2023 |
GD | 25,924 | $6,731 | 12/31/2023 |
Broadleaf Partners LLC | 25,547 | $6,634 | 12/31/2023 |
GD | 25,547 | $6,634 | 12/31/2023 |
Apollon Wealth Management LLC | 25,533 | $6,630 | 12/31/2023 |
GD | 25,533 | $6,630 | 12/31/2023 |
King Luther Capital Management Corp | 25,316 | $6,574 | 12/31/2023 |
GD | 25,316 | $6,574 | 12/31/2023 |
IFM Investors Pty Ltd | 23,044 | $6,510 | 03/31/2024 |
GD | 23,044 | $6,510 | 03/31/2024 |
Intrust Bank NA | 25,069 | $6,510 | 12/31/2023 |
GD | 25,069 | $6,510 | 12/31/2023 |
Perennial Advisors LLC | 22,782 | $6,436 | 03/31/2024 |
GD | 22,782 | $6,436 | 03/31/2024 |
Cetera Investment Advisers | 24,668 | $6,406 | 12/31/2023 |
GD | 24,668 | $6,406 | 12/31/2023 |
Studio Investment Management LLC | 24,573 | $6,381 | 12/31/2023 |
GD | 24,573 | $6,381 | 12/31/2023 |
Prospector Partners LLC | 24,510 | $6,365 | 12/31/2023 |
GD | 24,510 | $6,365 | 12/31/2023 |
United Capital Management of KS Inc. | 22,422 | $6,334 | 03/31/2024 |
GD | 22,422 | $6,334 | 03/31/2024 |
Raymond James Trust N.A. | 22,223 | $6,278 | 03/31/2024 |
GD | 22,223 | $6,278 | 03/31/2024 |
Amundi | 24,863 | $6,247 | 12/31/2023 |
GD | 24,863 | $6,247 | 12/31/2023 |
Renaissance Investment Group LLC | 23,949 | $6,219 | 12/31/2023 |
GD | 23,949 | $6,219 | 12/31/2023 |
Bfsg LLC | 21,975 | $6,208 | 03/31/2024 |
GD | 21,975 | $6,208 | 03/31/2024 |
Advisory Services Network LLC | 23,756 | $6,169 | 12/31/2023 |
GD | 23,756 | $6,169 | 12/31/2023 |
Toth Financial Advisory Corp | 21,834 | $6,168 | 03/31/2024 |
GD | 21,834 | $6,168 | 03/31/2024 |
Citizens Financial Group Inc RI | 23,670 | $6,146 | 12/31/2023 |
GD | 23,670 | $6,146 | 12/31/2023 |
Vontobel Holding Ltd. | 23,406 | $6,078 | 12/31/2023 |
GD | 23,406 | $6,078 | 12/31/2023 |
Brookstone Capital Management | 21,368 | $6,036 | 03/31/2024 |
GD | 21,368 | $6,036 | 03/31/2024 |
Prime Capital Investment Advisors LLC | 23,229 | $6,032 | 12/31/2023 |
GD | 23,229 | $6,032 | 12/31/2023 |
JustInvest LLC | 23,127 | $6,005 | 12/31/2023 |
GD | 23,127 | $6,005 | 12/31/2023 |
CX Institutional | 20,942 | $5,916 | 03/31/2024 |
GD | 20,942 | $5,916 | 03/31/2024 |
Healthcare of Ontario Pension Plan Trust Fund | 22,609 | $5,871 | 12/31/2023 |
GD | 22,609 | $5,871 | 12/31/2023 |
Glassy Mountain Advisors Inc. | 20,670 | $5,839 | 03/31/2024 |
GD | 20,670 | $5,839 | 03/31/2024 |
WoodTrust Financial Corp | 20,665 | $5,838 | 03/31/2024 |
GD | 20,665 | $5,838 | 03/31/2024 |
Greatmark Investment Partners Inc. | 22,474 | $5,836 | 12/31/2023 |
GD | 22,474 | $5,836 | 12/31/2023 |
GHP Investment Advisors Inc. | 20,656 | $5,835 | 03/31/2024 |
GD | 20,656 | $5,835 | 03/31/2024 |
Canal Capital Management LLC | 20,305 | $5,736 | 03/31/2024 |
GD | 20,305 | $5,736 | 03/31/2024 |
Independent Advisor Alliance | 21,797 | $5,660 | 12/31/2023 |
GD | 21,797 | $5,660 | 12/31/2023 |
Canal Insurance CO | 20,000 | $5,650 | 03/31/2024 |
GD | 20,000 | $5,650 | 03/31/2024 |
Sumitomo Mitsui DS Asset Management Company Ltd | 21,545 | $5,595 | 12/31/2023 |
GD | 21,545 | $5,595 | 12/31/2023 |
Richard Bernstein Advisors LLC | 21,414 | $5,561 | 12/31/2023 |
GD | 21,414 | $5,561 | 12/31/2023 |
Barometer Capital Management Inc. | 21,477 | $5,547 | 12/31/2023 |
GD | 21,477 | $5,547 | 12/31/2023 |
Prudential PLC | 21,299 | $5,531 | 12/31/2023 |
GD | 21,299 | $5,531 | 12/31/2023 |
Community Bank & Trust Waco Texas | 19,548 | $5,522 | 03/31/2024 |
GD | 19,548 | $5,522 | 03/31/2024 |
Cornerstone Advisors LLC | 21,200 | $5,505 | 12/31/2023 |
GD | 21,200 | $5,505 | 12/31/2023 |
Maryland State Retirement & Pension System | 19,053 | $5,405 | 03/31/2024 |
GD | 19,053 | $5,405 | 03/31/2024 |
Daiwa Securities Group Inc. | 20,731 | $5,383 | 12/31/2023 |
GD | 20,731 | $5,383 | 12/31/2023 |
Rodgers Brothers Inc. | 20,671 | $5,368 | 12/31/2023 |
GD | 20,671 | $5,368 | 12/31/2023 |
Ieq Capital LLC | 20,623 | $5,355 | 12/31/2023 |
GD | 20,623 | $5,355 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 20,494 | $5,322 | 12/31/2023 |
GD | 20,494 | $5,322 | 12/31/2023 |
Assetmark Inc. | 20,380 | $5,292 | 12/31/2023 |
GD | 20,380 | $5,292 | 12/31/2023 |
Exeter Financial LLC | 17,970 | $5,269 | 03/31/2024 |
GD | 17,970 | $5,269 | 03/31/2024 |
Arkadios Wealth Advisors | 19,944 | $5,179 | 12/31/2023 |
GD | 19,944 | $5,179 | 12/31/2023 |
KCM Investment Advisors LLC | 19,818 | $5,146 | 12/31/2023 |
GD | 19,818 | $5,146 | 12/31/2023 |
Beaumont Financial Advisors LLC | 19,761 | $5,131 | 12/31/2023 |
GD | 19,761 | $5,131 | 12/31/2023 |
MainStreet Investment Advisors LLC | 19,626 | $5,096 | 12/31/2023 |
GD | 19,626 | $5,096 | 12/31/2023 |
Teachers Retirement System of The State of Kentucky | 19,562 | $5,080 | 12/31/2023 |
GD | 19,562 | $5,080 | 12/31/2023 |
Mckinley Capital Management LLC Delaware | 19,531 | $5,072 | 12/31/2023 |
GD | 19,531 | $5,072 | 12/31/2023 |
Lincoln National Corp | 19,443 | $5,049 | 12/31/2023 |
GD | 19,443 | $5,049 | 12/31/2023 |
Mizuho Markets Americas LLC | 19,412 | $5,041 | 12/31/2023 |
GD | 19,412 | $5,041 | 12/31/2023 |
Capital Fund Management S.A. | 19,353 | $5,025 | 12/31/2023 |
GD | 19,353 | $5,025 | 12/31/2023 |
Sage Capital Advisors llc | 17,765 | $5,018 | 03/31/2024 |
GD | 17,765 | $5,018 | 03/31/2024 |
Hallmark Capital Management Inc. | 19,235 | $4,995 | 12/31/2023 |
GD | 19,235 | $4,995 | 12/31/2023 |
Great Lakes Advisors LLC | 19,166 | $4,977 | 12/31/2023 |
GD | 19,166 | $4,977 | 12/31/2023 |
Logan Capital Management Inc. | 19,014 | $4,937 | 12/31/2023 |
GD | 19,014 | $4,937 | 12/31/2023 |
Shelton Capital Management | 18,840 | $4,892 | 12/31/2023 |
GD | 18,840 | $4,892 | 12/31/2023 |
Heirloom Wealth Management | 17,244 | $4,871 | 03/31/2024 |
GD | 17,244 | $4,871 | 03/31/2024 |
Woodley Farra Manion Portfolio Management Inc. | 18,699 | $4,855 | 12/31/2023 |
GD | 18,699 | $4,855 | 12/31/2023 |
Davy Global Fund Management Ltd | 18,600 | $4,830 | 12/31/2023 |
GD | 18,600 | $4,830 | 12/31/2023 |
Benson Investment Management Company Inc. | 16,948 | $4,788 | 03/31/2024 |
GD | 16,948 | $4,788 | 03/31/2024 |
QRG Capital Management Inc. | 18,367 | $4,769 | 12/31/2023 |
GD | 18,367 | $4,769 | 12/31/2023 |
Stephens Inc. AR | 18,212 | $4,729 | 12/31/2023 |
GD | 18,212 | $4,729 | 12/31/2023 |
Unison Advisors LLC | 16,691 | $4,715 | 03/31/2024 |
GD | 16,691 | $4,715 | 03/31/2024 |
Kentucky Retirement Systems | 18,123 | $4,706 | 12/31/2023 |
GD | 18,123 | $4,706 | 12/31/2023 |
Integrated Advisors Network LLC | 17,783 | $4,618 | 12/31/2023 |
GD | 17,783 | $4,618 | 12/31/2023 |
Burney Co. | 17,748 | $4,609 | 12/31/2023 |
GD | 17,748 | $4,609 | 12/31/2023 |
Private Advisor Group LLC | 17,723 | $4,602 | 12/31/2023 |
GD | 17,723 | $4,602 | 12/31/2023 |
Oregon Public Employees Retirement Fund | 17,690 | $4,594 | 12/31/2023 |
GD | 17,690 | $4,594 | 12/31/2023 |
Arvest Investments Inc. | 16,209 | $4,579 | 03/31/2024 |
GD | 16,209 | $4,579 | 03/31/2024 |
Schroder Investment Management Group | 17,629 | $4,578 | 12/31/2023 |
GD | 17,629 | $4,578 | 12/31/2023 |
Keybank National Association OH | 17,548 | $4,557 | 12/31/2023 |
GD | 17,548 | $4,557 | 12/31/2023 |
Avantax Advisory Services Inc. | 17,486 | $4,541 | 12/31/2023 |
GD | 17,486 | $4,541 | 12/31/2023 |
Massmutual Trust Co. FSB ADV | 16,016 | $4,524 | 03/31/2024 |
GD | 16,016 | $4,524 | 03/31/2024 |
WESPAC Advisors SoCal LLC | 15,986 | $4,516 | 03/31/2024 |
GD | 15,986 | $4,516 | 03/31/2024 |
Occudo Quantitative Strategies LP | 17,383 | $4,514 | 12/31/2023 |
GD | 17,383 | $4,514 | 12/31/2023 |
Ameritas Investment Partners Inc. | 17,218 | $4,471 | 12/31/2023 |
GD | 17,218 | $4,471 | 12/31/2023 |
Walleye Capital LLC | $4,432 | 12/31/2023 | |
Call | 59,400 | $15,424 | 12/31/2023 |
Put | 52,000 | $13,503 | 12/31/2023 |
GD | 9,671 | $2,511 | 12/31/2023 |
Watchman Group Inc. | 16,910 | $4,391 | 12/31/2023 |
GD | 16,910 | $4,391 | 12/31/2023 |
KMG Fiduciary Partners LLC | 15,479 | $4,373 | 03/31/2024 |
GD | 15,479 | $4,373 | 03/31/2024 |
Webster Bank N. A. | 15,462 | $4,368 | 03/31/2024 |
GD | 15,462 | $4,368 | 03/31/2024 |
Murphy Pohlad Asset Management LLC | 15,360 | $4,339 | 03/31/2024 |
GD | 15,360 | $4,339 | 03/31/2024 |
Wedbush Securities Inc. | 16,608 | $4,313 | 12/31/2023 |
GD | 16,608 | $4,313 | 12/31/2023 |
EP Wealth Advisors LLC | 16,593 | $4,309 | 12/31/2023 |
GD | 16,593 | $4,309 | 12/31/2023 |
Northcape Wealth Management LLC | 16,517 | $4,289 | 12/31/2023 |
GD | 16,517 | $4,289 | 12/31/2023 |
Quotient Wealth Partners LLC | 16,463 | $4,275 | 12/31/2023 |
GD | 16,463 | $4,275 | 12/31/2023 |
Cary Street Partners Investment Advisory LLC | 16,142 | $4,192 | 12/31/2023 |
GD | 16,142 | $4,192 | 12/31/2023 |
Bontempo Ohly Capital Mgmt LLC | 16,135 | $4,190 | 12/31/2023 |
GD | 16,135 | $4,190 | 12/31/2023 |
Huntington National Bank | 16,127 | $4,188 | 12/31/2023 |
GD | 16,127 | $4,188 | 12/31/2023 |
Teza Capital Management LLC | 16,059 | $4,170 | 12/31/2023 |
GD | 16,059 | $4,170 | 12/31/2023 |
Leelyn Smith LLC | 15,991 | $4,153 | 12/31/2023 |
GD | 15,991 | $4,153 | 12/31/2023 |
Hartford Investment Management Co. | 14,668 | $4,144 | 03/31/2024 |
GD | 14,668 | $4,144 | 03/31/2024 |
Resources Investment Advisors LLC. | 15,850 | $4,116 | 12/31/2023 |
GD | 15,850 | $4,116 | 12/31/2023 |
Dana Investment Advisors Inc. | 15,758 | $4,092 | 12/31/2023 |
GD | 15,758 | $4,092 | 12/31/2023 |
Somerset Trust Co | 14,333 | $4,049 | 03/31/2024 |
GD | 14,333 | $4,049 | 03/31/2024 |
Spectrum Asset Management Inc. NB CA | 14,331 | $4,048 | 03/31/2024 |
GD | 14,331 | $4,048 | 03/31/2024 |
Axxcess Wealth Management LLC | 15,475 | $4,018 | 12/31/2023 |
GD | 15,475 | $4,018 | 12/31/2023 |
Natixis | 15,449 | $4,012 | 12/31/2023 |
GD | 15,449 | $4,012 | 12/31/2023 |
Equitable Holdings Inc. | 15,265 | $3,964 | 12/31/2023 |
GD | 15,265 | $3,964 | 12/31/2023 |
Park National Corp OH | 13,981 | $3,949 | 03/31/2024 |
GD | 13,981 | $3,949 | 03/31/2024 |
First American Trust FSB | 15,118 | $3,926 | 12/31/2023 |
GD | 15,118 | $3,926 | 12/31/2023 |
Bath Savings Trust Co | 13,862 | $3,916 | 03/31/2024 |
GD | 13,862 | $3,916 | 03/31/2024 |
Argent Trust Co | 15,066 | $3,912 | 12/31/2023 |
GD | 15,066 | $3,912 | 12/31/2023 |
AGF Management Ltd. | 14,939 | $3,879 | 12/31/2023 |
GD | 14,939 | $3,879 | 12/31/2023 |
Institutional & Family Asset Management LLC | 14,925 | $3,876 | 12/31/2023 |
GD | 14,925 | $3,876 | 12/31/2023 |
Gladstone Capital Management LLP | 14,900 | $3,869 | 12/31/2023 |
GD | 14,900 | $3,869 | 12/31/2023 |
Hunter Perkins Capital Management LLC | 13,628 | $3,850 | 03/31/2024 |
GD | 13,628 | $3,850 | 03/31/2024 |
X Square Capital LLC | 14,811 | $3,846 | 12/31/2023 |
GD | 14,811 | $3,846 | 12/31/2023 |
Altrius Capital Management Inc | 14,809 | $3,846 | 12/31/2023 |
GD | 14,809 | $3,846 | 12/31/2023 |
Rockline Wealth Management LLC | 14,674 | $3,810 | 12/31/2023 |
GD | 14,674 | $3,810 | 12/31/2023 |
Securian Asset Management Inc | 13,413 | $3,789 | 03/31/2024 |
GD | 13,413 | $3,789 | 03/31/2024 |
Canandaigua National Bank & Trust Co. | 13,367 | $3,776 | 03/31/2024 |
GD | 13,367 | $3,776 | 03/31/2024 |
D. E. Shaw & Co. Inc. | 14,486 | $3,762 | 12/31/2023 |
GD | 14,486 | $3,762 | 12/31/2023 |
Sound View Wealth Advisors Group LLC | 14,433 | $3,748 | 12/31/2023 |
GD | 14,433 | $3,748 | 12/31/2023 |
Louisiana State Employees Retirement System | 13,200 | $3,729 | 03/31/2024 |
GD | 13,200 | $3,729 | 03/31/2024 |
Strategic Blueprint LLC | 13,014 | $3,676 | 03/31/2024 |
GD | 13,014 | $3,676 | 03/31/2024 |
USS Investment Management Ltd | 14,100 | $3,661 | 12/31/2023 |
GD | 14,100 | $3,661 | 12/31/2023 |
Sky Investment Group LLC | 12,929 | $3,652 | 03/31/2024 |
GD | 12,929 | $3,652 | 03/31/2024 |
NovaPoint Capital LLC | 12,898 | $3,644 | 03/31/2024 |
GD | 12,898 | $3,644 | 03/31/2024 |
Brady Family Wealth LLC | 13,891 | $3,607 | 12/31/2023 |
GD | 13,891 | $3,607 | 12/31/2023 |
Planning Capital Management Corp | 12,632 | $3,568 | 03/31/2024 |
GD | 12,632 | $3,568 | 03/31/2024 |
Delta Capital Management LLC | 12,440 | $3,514 | 03/31/2024 |
GD | 12,440 | $3,514 | 03/31/2024 |
Essex LLC | 13,503 | $3,506 | 12/31/2023 |
GD | 13,503 | $3,506 | 12/31/2023 |
Keene & Associates Inc. | 12,186 | $3,442 | 03/31/2024 |
GD | 12,186 | $3,442 | 03/31/2024 |
Trust Co. of Toledo NA OH | 12,181 | $3,441 | 03/31/2024 |
GD | 12,181 | $3,441 | 03/31/2024 |
Linscomb & Williams Inc. | 13,134 | $3,410 | 12/31/2023 |
GD | 13,134 | $3,410 | 12/31/2023 |
Herbst Group LLC | 12,004 | $3,391 | 03/31/2024 |
GD | 12,004 | $3,391 | 03/31/2024 |
Essex Financial Services Inc. | 12,002 | $3,390 | 03/31/2024 |
GD | 12,002 | $3,390 | 03/31/2024 |
Global Wealth Management Investment Advisory Inc. | 13,014 | $3,379 | 12/31/2023 |
GD | 13,014 | $3,379 | 12/31/2023 |
Prospera Financial Services Inc | 12,879 | $3,344 | 12/31/2023 |
GD | 12,879 | $3,344 | 12/31/2023 |
Navellier & Associates Inc | 12,701 | $3,298 | 12/31/2023 |
GD | 12,701 | $3,298 | 12/31/2023 |
Lummis Asset Management LP | 12,607 | $3,274 | 12/31/2023 |
GD | 12,607 | $3,274 | 12/31/2023 |
Kensington Investment Counsel LLC | 12,584 | $3,268 | 12/31/2023 |
GD | 12,584 | $3,268 | 12/31/2023 |
Lowe Brockenbrough & Co. Inc. | 12,543 | $3,257 | 12/31/2023 |
GD | 12,543 | $3,257 | 12/31/2023 |
LVW Advisors LLC | 11,527 | $3,256 | 03/31/2024 |
GD | 11,527 | $3,256 | 03/31/2024 |
Grassi Investment Management | 11,475 | $3,242 | 03/31/2024 |
GD | 11,475 | $3,242 | 03/31/2024 |
Alps Advisors Inc. | 12,481 | $3,241 | 12/31/2023 |
GD | 12,481 | $3,241 | 12/31/2023 |
Arlington Partners LLC | 11,431 | $3,229 | 03/31/2024 |
GD | 11,431 | $3,229 | 03/31/2024 |
New Mexico Educational Retirement Board | 11,414 | $3,224 | 03/31/2024 |
GD | 11,414 | $3,224 | 03/31/2024 |
Kovitz Investment Group Partners LLC | 12,334 | $3,203 | 12/31/2023 |
GD | 12,334 | $3,203 | 12/31/2023 |
Van Hulzen Asset Management LLC | 12,245 | $3,180 | 12/31/2023 |
GD | 12,245 | $3,180 | 12/31/2023 |
Trilogy Capital Inc. | 11,243 | $3,176 | 03/31/2024 |
GD | 11,243 | $3,176 | 03/31/2024 |
Exchange Capital Management Inc. | 11,210 | $3,167 | 03/31/2024 |
GD | 11,210 | $3,167 | 03/31/2024 |
Concurrent Investment Advisors LLC | 12,133 | $3,150 | 12/31/2023 |
GD | 12,133 | $3,150 | 12/31/2023 |
Bessemer Group Inc. | 12,083 | $3,138 | 12/31/2023 |
GD | 12,083 | $3,138 | 12/31/2023 |
Quantinno Capital Management LP | 12,056 | $3,131 | 12/31/2023 |
GD | 12,056 | $3,131 | 12/31/2023 |
G&S Capital LLC | 11,079 | $3,130 | 03/31/2024 |
GD | 11,079 | $3,130 | 03/31/2024 |
Bard Financial Services Inc. | 12,045 | $3,128 | 12/31/2023 |
GD | 12,045 | $3,128 | 12/31/2023 |
Caliber Wealth Management LLC | 11,058 | $3,124 | 03/31/2024 |
GD | 11,058 | $3,124 | 03/31/2024 |
Illinois Municipal Retirement Fund | 11,984 | $3,112 | 12/31/2023 |
GD | 11,984 | $3,112 | 12/31/2023 |
Olstein Capital Management L.P. | 11,000 | $3,107 | 03/31/2024 |
GD | 11,000 | $3,107 | 03/31/2024 |
PFG Advisors | 11,925 | $3,097 | 12/31/2023 |
GD | 11,925 | $3,097 | 12/31/2023 |
LSV Asset Management | 11,900 | $3,090 | 12/31/2023 |
GD | 11,900 | $3,090 | 12/31/2023 |
Capital Analysts LLC | 11,857 | $3,079 | 12/31/2023 |
GD | 11,857 | $3,079 | 12/31/2023 |
Brooktree Capital Management | 11,796 | $3,063 | 12/31/2023 |
GD | 11,796 | $3,063 | 12/31/2023 |
Financiere des Professionnels Fonds d investissement inc. | 10,827 | $3,059 | 03/31/2024 |
GD | 10,827 | $3,059 | 03/31/2024 |
First National Trust Co | 10,743 | $3,035 | 03/31/2024 |
GD | 10,743 | $3,035 | 03/31/2024 |
Buckingham Strategic Wealth LLC | 11,597 | $3,011 | 12/31/2023 |
GD | 11,597 | $3,011 | 12/31/2023 |
Farther Finance Advisors LLC | 11,483 | $2,982 | 12/31/2023 |
GD | 11,483 | $2,982 | 12/31/2023 |
Moloney Securities Asset Management LLC | 11,458 | $2,975 | 12/31/2023 |
GD | 11,458 | $2,975 | 12/31/2023 |
Ritholtz Wealth Management | 10,390 | $2,935 | 03/31/2024 |
GD | 10,390 | $2,935 | 03/31/2024 |
CIBC Private Wealth Group LLC | 11,294 | $2,933 | 12/31/2023 |
GD | 11,294 | $2,933 | 12/31/2023 |
Schulhoff & Co. Inc. | 11,264 | $2,925 | 12/31/2023 |
GD | 11,264 | $2,925 | 12/31/2023 |
Kinloch Capital LLC | 11,258 | $2,923 | 12/31/2023 |
GD | 11,258 | $2,923 | 12/31/2023 |
Manhattan West Asset Management LLC | 11,065 | $2,873 | 12/31/2023 |
GD | 11,065 | $2,873 | 12/31/2023 |
Cetera Advisors LLC | 10,927 | $2,838 | 12/31/2023 |
GD | 10,927 | $2,838 | 12/31/2023 |
Mattern Wealth Management LLC | 10,913 | $2,834 | 12/31/2023 |
GD | 10,913 | $2,834 | 12/31/2023 |
Regent Peak Wealth Advisors LLC | 10,830 | $2,812 | 12/31/2023 |
GD | 10,830 | $2,812 | 12/31/2023 |
XML Financial LLC | 10,745 | $2,790 | 12/31/2023 |
GD | 10,745 | $2,790 | 12/31/2023 |
Mission Wealth Management LP | 10,700 | $2,778 | 12/31/2023 |
GD | 10,700 | $2,778 | 12/31/2023 |
Rossmore Private Capital | 10,587 | $2,749 | 12/31/2023 |
GD | 10,587 | $2,749 | 12/31/2023 |
Whittier Trust Co. | 10,553 | $2,740 | 12/31/2023 |
GD | 10,553 | $2,740 | 12/31/2023 |
Carnegie Capital Asset Management LLC | 10,517 | $2,731 | 12/31/2023 |
GD | 10,517 | $2,731 | 12/31/2023 |
Fonville Wealth Management LLC | 9,635 | $2,722 | 03/31/2024 |
GD | 9,635 | $2,722 | 03/31/2024 |
Stokes Family Office LLC | 10,476 | $2,720 | 12/31/2023 |
GD | 10,476 | $2,720 | 12/31/2023 |
Stratos Wealth Partners LTD. | 9,591 | $2,710 | 03/31/2024 |
GD | 9,591 | $2,710 | 03/31/2024 |
Cornercap Investment Counsel Inc. | 10,377 | $2,695 | 12/31/2023 |
GD | 10,377 | $2,695 | 12/31/2023 |
Personal CFO Solutions LLC | 10,372 | $2,693 | 12/31/2023 |
GD | 10,372 | $2,693 | 12/31/2023 |
WCG Wealth Advisors LLC | 10,349 | $2,687 | 12/31/2023 |
GD | 10,349 | $2,687 | 12/31/2023 |
Integrated Wealth Concepts LLC | 10,307 | $2,677 | 12/31/2023 |
GD | 10,307 | $2,677 | 12/31/2023 |
Capital Investment Advisors LLC | 9,470 | $2,675 | 03/31/2024 |
GD | 9,470 | $2,675 | 03/31/2024 |
Nations Financial Group Inc. IA ADV | 9,445 | $2,668 | 03/31/2024 |
GD | 9,445 | $2,668 | 03/31/2024 |
Beacon Pointe Advisors LLC | 10,213 | $2,652 | 12/31/2023 |
GD | 10,213 | $2,652 | 12/31/2023 |
Enterprise Bank & Trust Co | 9,264 | $2,617 | 03/31/2024 |
GD | 9,264 | $2,617 | 03/31/2024 |
Investment Research & Advisory Group Inc. | 9,199 | $2,599 | 03/31/2024 |
GD | 9,199 | $2,599 | 03/31/2024 |
Moreno Evelyn V | 9,963 | $2,587 | 12/31/2023 |
GD | 9,963 | $2,587 | 12/31/2023 |
Trexquant Investment LP | 9,961 | $2,587 | 12/31/2023 |
GD | 9,961 | $2,587 | 12/31/2023 |
Edmp Inc. | 9,139 | $2,582 | 03/31/2024 |
GD | 9,139 | $2,582 | 03/31/2024 |
Family Legacy Inc. | 9,063 | $2,560 | 03/31/2024 |
GD | 9,063 | $2,560 | 03/31/2024 |
Argonautica Private Wealth Management Inc. | 9,842 | $2,556 | 12/31/2023 |
GD | 9,842 | $2,556 | 12/31/2023 |
Transcend Wealth Collective LLC | 9,785 | $2,541 | 12/31/2023 |
GD | 9,785 | $2,541 | 12/31/2023 |
SG Americas Securities LLC | 9,629 | $2,500 | 12/31/2023 |
GD | 9,629 | $2,500 | 12/31/2023 |
SevenBridge Financial Group LLC | 9,539 | $2,477 | 12/31/2023 |
GD | 9,539 | $2,477 | 12/31/2023 |
Daymark Wealth Partners LLC | 8,741 | $2,469 | 03/31/2024 |
GD | 8,741 | $2,469 | 03/31/2024 |
Texas Yale Capital Corp. | 9,465 | $2,458 | 12/31/2023 |
GD | 9,465 | $2,458 | 12/31/2023 |
Acorn Financial Advisory Services Inc. ADV | 9,631 | $2,445 | 12/31/2023 |
GD | 9,631 | $2,445 | 12/31/2023 |
Bank of Hawaii | 9,413 | $2,444 | 12/31/2023 |
GD | 9,413 | $2,444 | 12/31/2023 |
Bragg Financial Advisors Inc | 9,317 | $2,419 | 12/31/2023 |
GD | 9,317 | $2,419 | 12/31/2023 |
Zurich Insurance Group Ltd FI | 9,300 | $2,415 | 12/31/2023 |
GD | 9,300 | $2,415 | 12/31/2023 |
Metropolitan Life Insurance Co NY | 9,220 | $2,394 | 12/31/2023 |
GD | 9,220 | $2,394 | 12/31/2023 |
Procyon Private Wealth Partners LLC | 8,449 | $2,387 | 03/31/2024 |
GD | 8,449 | $2,387 | 03/31/2024 |
Citadel Investment Advisory Inc. | 8,441 | $2,384 | 03/31/2024 |
GD | 8,441 | $2,384 | 03/31/2024 |
Park Avenue Securities LLC | 8,421 | $2,379 | 03/31/2024 |
GD | 8,421 | $2,379 | 03/31/2024 |
Ibex Wealth Advisors | 8,398 | $2,372 | 03/31/2024 |
GD | 8,398 | $2,372 | 03/31/2024 |
Twin Capital Management Inc. | 9,075 | $2,357 | 12/31/2023 |
GD | 9,075 | $2,357 | 12/31/2023 |
Fundamentun LLC | 8,311 | $2,348 | 03/31/2024 |
GD | 8,311 | $2,348 | 03/31/2024 |
Leavell Investment Management Inc. | 8,257 | $2,333 | 03/31/2024 |
GD | 8,257 | $2,333 | 03/31/2024 |
Pine Valley Investments Ltd Liability Co | 8,937 | $2,321 | 12/31/2023 |
GD | 8,937 | $2,321 | 12/31/2023 |
NBC Securities Inc. | 8,107 | $2,291 | 03/31/2024 |
GD | 8,107 | $2,291 | 03/31/2024 |
IHT Wealth Management LLC | 8,800 | $2,285 | 12/31/2023 |
GD | 8,800 | $2,285 | 12/31/2023 |
Red Cedar Investment Management LLC | 8,076 | $2,281 | 03/31/2024 |
GD | 8,076 | $2,281 | 03/31/2024 |
HF Advisory Group LLC | 8,052 | $2,275 | 03/31/2024 |
GD | 8,052 | $2,275 | 03/31/2024 |
Ascent Group LLC | 8,413 | $2,267 | 12/31/2023 |
GD | 8,413 | $2,267 | 12/31/2023 |
Wealth Advisors of Tampa Bay LLC | 8,703 | $2,260 | 12/31/2023 |
GD | 8,703 | $2,260 | 12/31/2023 |
William Allan LLC | 8,680 | $2,254 | 12/31/2023 |
GD | 8,680 | $2,254 | 12/31/2023 |
ICW Investment Advisors LLC | 8,671 | $2,252 | 12/31/2023 |
GD | 8,671 | $2,252 | 12/31/2023 |
Brown Brothers Harriman & Co. | 8,635 | $2,242 | 12/31/2023 |
GD | 8,635 | $2,242 | 12/31/2023 |
Verdence Capital Advisors LLC | 7,932 | $2,241 | 03/31/2024 |
GD | 7,932 | $2,241 | 03/31/2024 |
MAI Capital Management | 8,591 | $2,231 | 12/31/2023 |
GD | 8,591 | $2,231 | 12/31/2023 |
Courier Capital LLC | 7,844 | $2,216 | 03/31/2024 |
GD | 7,844 | $2,216 | 03/31/2024 |
Wolverine Asset Management LLC | 8,500 | $2,207 | 12/31/2023 |
GD | 8,500 | $2,207 | 12/31/2023 |
NJ State Employees Deferred Compensation Plan | 8,500 | $2,207 | 12/31/2023 |
GD | 8,500 | $2,207 | 12/31/2023 |
Veriti Management LLC | 7,798 | $2,203 | 03/31/2024 |
GD | 7,798 | $2,203 | 03/31/2024 |
Globeflex Capital L P | 8,457 | $2,196 | 12/31/2023 |
GD | 8,457 | $2,196 | 12/31/2023 |
Mechanics Financial Corp | 8,443 | $2,192 | 12/31/2023 |
GD | 8,443 | $2,192 | 12/31/2023 |
AustralianSuper Pty Ltd | 7,501 | $2,187 | 03/31/2024 |
GD | 7,501 | $2,187 | 03/31/2024 |
Merit Financial Group LLC | 8,351 | $2,169 | 12/31/2023 |
GD | 8,351 | $2,169 | 12/31/2023 |
Hancock Whitney Corp | 8,342 | $2,166 | 12/31/2023 |
GD | 8,342 | $2,166 | 12/31/2023 |
Weaver C. Barksdale & Associates Inc. | 8,331 | $2,163 | 12/31/2023 |
GD | 8,331 | $2,163 | 12/31/2023 |
Peoples Bank KS | 7,597 | $2,146 | 03/31/2024 |
GD | 7,597 | $2,146 | 03/31/2024 |
Woodmont Investment Counsel LLC | 7,526 | $2,126 | 03/31/2024 |
GD | 7,526 | $2,126 | 03/31/2024 |
Quantitative Investment Management LLC | 8,182 | $2,124 | 12/31/2023 |
GD | 8,182 | $2,124 | 12/31/2023 |
1ST Source Bank | 8,174 | $2,123 | 12/31/2023 |
GD | 8,174 | $2,123 | 12/31/2023 |
Modera Wealth Management LLC | 8,134 | $2,112 | 12/31/2023 |
GD | 8,134 | $2,112 | 12/31/2023 |
Kentucky Retirement Systems Insurance Trust Fund | 8,069 | $2,095 | 12/31/2023 |
GD | 8,069 | $2,095 | 12/31/2023 |
Norinchukin Bank The | 8,024 | $2,084 | 12/31/2023 |
GD | 8,024 | $2,084 | 12/31/2023 |
Linden Thomas Advisory Services LLC | 8,021 | $2,083 | 12/31/2023 |
GD | 8,021 | $2,083 | 12/31/2023 |
Money Concepts Capital Corp | 7,995 | $2,076 | 12/31/2023 |
GD | 7,995 | $2,076 | 12/31/2023 |
OLD National Bancorp IN | 7,347 | $2,075 | 03/31/2024 |
GD | 7,347 | $2,075 | 03/31/2024 |
Mark Sheptoff Financial Planning LLC | 7,991 | $2,075 | 12/31/2023 |
GD | 7,991 | $2,075 | 12/31/2023 |
TCTC Holdings LLC | 7,987 | $2,074 | 12/31/2023 |
GD | 7,987 | $2,074 | 12/31/2023 |
We Are One Seven LLC | 7,984 | $2,073 | 12/31/2023 |
GD | 7,984 | $2,073 | 12/31/2023 |
Empirical Finance LLC | 7,964 | $2,068 | 12/31/2023 |
GD | 7,964 | $2,068 | 12/31/2023 |
NBT Bank N A NY | 7,287 | $2,059 | 03/31/2024 |
GD | 7,287 | $2,059 | 03/31/2024 |
Valeo Financial Advisors LLC | 7,311 | $2,055 | 03/31/2024 |
GD | 7,311 | $2,055 | 03/31/2024 |
Cullen Investment Group LTD. | 7,065 | $2,053 | 03/31/2024 |
GD | 7,065 | $2,053 | 03/31/2024 |
Proequities Inc. | $2,053 | 12/31/2023 | |
GD | 7,908 | $2,053 | 12/31/2023 |
Put | 0 | $0 | 12/31/2023 |
Call | 0 | $0 | 12/31/2023 |
Formidable Asset Management LLC | 7,905 | $2,053 | 12/31/2023 |
GD | 7,905 | $2,053 | 12/31/2023 |
Independence Bank of Kentucky | 7,262 | $2,051 | 03/31/2024 |
GD | 7,262 | $2,051 | 03/31/2024 |
RFG Advisory LLC | 7,240 | $2,045 | 03/31/2024 |
GD | 7,240 | $2,045 | 03/31/2024 |
Mitchell & Pahl Private Wealth LLC | 7,239 | $2,045 | 03/31/2024 |
GD | 7,239 | $2,045 | 03/31/2024 |
TKG Advisors LLC | 7,863 | $2,042 | 12/31/2023 |
GD | 7,863 | $2,042 | 12/31/2023 |
Callahan Advisors LLC | 7,208 | $2,036 | 03/31/2024 |
GD | 7,208 | $2,036 | 03/31/2024 |
Shoker Investment Counsel Inc. | 7,833 | $2,034 | 12/31/2023 |
GD | 7,833 | $2,034 | 12/31/2023 |
Kingsview Wealth Management LLC | 7,832 | $2,034 | 12/31/2023 |
GD | 7,832 | $2,034 | 12/31/2023 |
CM Wealth Advisors LLC | 7,822 | $2,031 | 12/31/2023 |
GD | 7,822 | $2,031 | 12/31/2023 |
First Hawaiian Bank | 7,184 | $2,029 | 03/31/2024 |
GD | 7,184 | $2,029 | 03/31/2024 |
Panagora Asset Management Inc. | 7,800 | $2,025 | 12/31/2023 |
GD | 7,800 | $2,025 | 12/31/2023 |
Woodstock Corp | 7,126 | $2,013 | 03/31/2024 |
GD | 7,126 | $2,013 | 03/31/2024 |
Pinkerton Retirement Specialists LLC | 7,734 | $2,008 | 12/31/2023 |
GD | 7,734 | $2,008 | 12/31/2023 |
Insight Inv LLC | 7,695 | $1,998 | 12/31/2023 |
GD | 7,695 | $1,998 | 12/31/2023 |
Scotia Capital Inc. | 7,674 | $1,993 | 12/31/2023 |
GD | 7,674 | $1,993 | 12/31/2023 |
GSB Wealth Management LLC | 7,642 | $1,984 | 12/31/2023 |
GD | 7,642 | $1,984 | 12/31/2023 |
McKinley Carter Wealth Services Inc. | 7,003 | $1,978 | 03/31/2024 |
GD | 7,003 | $1,978 | 03/31/2024 |
TIAA Trust National Association | 7,603 | $1,974 | 12/31/2023 |
GD | 7,603 | $1,974 | 12/31/2023 |
HBK Sorce Advisory LLC | 7,582 | $1,969 | 12/31/2023 |
GD | 7,582 | $1,969 | 12/31/2023 |
Archford Capital Strategies LLC | 6,908 | $1,951 | 03/31/2024 |
GD | 6,908 | $1,951 | 03/31/2024 |
Citizens & Northern Corp | 7,466 | $1,939 | 12/31/2023 |
GD | 7,466 | $1,939 | 12/31/2023 |
Mutual Advisors LLC | 7,461 | $1,937 | 12/31/2023 |
GD | 7,461 | $1,937 | 12/31/2023 |
ARS Investment Partners LLC | 7,454 | $1,936 | 12/31/2023 |
GD | 7,454 | $1,936 | 12/31/2023 |
Metis Global Partners LLC | 7,406 | $1,923 | 12/31/2023 |
GD | 7,406 | $1,923 | 12/31/2023 |
Jamison Private Wealth Management Inc. | 6,805 | $1,922 | 03/31/2024 |
GD | 6,805 | $1,922 | 03/31/2024 |
Simplicity Wealth LLC | 6,791 | $1,918 | 03/31/2024 |
GD | 6,791 | $1,918 | 03/31/2024 |
Citizens National Bank Trust Department | 7,384 | $1,917 | 12/31/2023 |
GD | 7,384 | $1,917 | 12/31/2023 |
Fayez Sarofim & Co | 7,088 | $1,915 | 12/31/2023 |
GD | 7,088 | $1,915 | 12/31/2023 |
Allianz Asset Management GmbH | $1,913 | 12/31/2023 | |
GD | 14,564 | $3,782 | 12/31/2023 |
Put | 13,900 | $3,609 | 12/31/2023 |
Call | 6,700 | $1,740 | 12/31/2023 |
GUNN & Co INVESTMENT MANAGEMENT INC. | 6,750 | $1,907 | 03/31/2024 |
GD | 6,750 | $1,907 | 03/31/2024 |
National Asset Management Inc. | 7,303 | $1,896 | 12/31/2023 |
GD | 7,303 | $1,896 | 12/31/2023 |
First Eagle Investment Management LLC | 7,297 | $1,895 | 12/31/2023 |
GD | 7,297 | $1,895 | 12/31/2023 |
Columbus Macro LLC | 6,688 | $1,889 | 03/31/2024 |
GD | 6,688 | $1,889 | 03/31/2024 |
Meiji Yasuda Asset Management Co Ltd. | 7,259 | $1,885 | 12/31/2023 |
GD | 7,259 | $1,885 | 12/31/2023 |
Beacon Financial Group | 7,229 | $1,877 | 12/31/2023 |
GD | 7,229 | $1,877 | 12/31/2023 |
Valmark Advisers Inc. | 7,189 | $1,867 | 12/31/2023 |
GD | 7,189 | $1,867 | 12/31/2023 |
Northwestern Mutual Investment Management Company LLC | 7,170 | $1,862 | 12/31/2023 |
GD | 7,170 | $1,862 | 12/31/2023 |
GTS Securities LLC | $1,858 | 12/31/2023 | |
Put | 41,900 | $10,880 | 12/31/2023 |
Call | 31,100 | $8,076 | 12/31/2023 |
GD | 17,955 | $4,662 | 12/31/2023 |
BCM Advisors LLC | 6,607 | $1,857 | 03/31/2024 |
GD | 6,607 | $1,857 | 03/31/2024 |
Radnor Capital Management LLC | 6,543 | $1,848 | 03/31/2024 |
GD | 6,543 | $1,848 | 03/31/2024 |
Royal Fund Management LLC | 6,525 | $1,846 | 03/31/2024 |
GD | 6,525 | $1,846 | 03/31/2024 |
Exencial Wealth Advisors LLC | $1,842 | 12/31/2023 | |
GD | 8,693 | $2,257 | 12/31/2023 |
Put | 1,600 | $415 | 12/31/2023 |
Fiduciary Group LLC | 7,086 | $1,840 | 12/31/2023 |
GD | 7,086 | $1,840 | 12/31/2023 |
Bradley Foster & Sargent Inc. CT | 7,074 | $1,837 | 12/31/2023 |
GD | 7,074 | $1,837 | 12/31/2023 |
Nicholas Hoffman & Company LLC. | 6,498 | $1,836 | 03/31/2024 |
GD | 6,498 | $1,836 | 03/31/2024 |
Processus Wealth & Capital Management LLC | 6,488 | $1,833 | 03/31/2024 |
GD | 6,488 | $1,833 | 03/31/2024 |
Bleakley Financial Group LLC | 7,046 | $1,830 | 12/31/2023 |
GD | 7,046 | $1,830 | 12/31/2023 |
First Horizon Advisors Inc. | 6,463 | $1,826 | 03/31/2024 |
GD | 6,463 | $1,826 | 03/31/2024 |
Sawtooth Solutions LLC | 7,012 | $1,821 | 12/31/2023 |
GD | 7,012 | $1,821 | 12/31/2023 |
Griffin Asset Management Inc. | 6,385 | $1,804 | 03/31/2024 |
GD | 6,385 | $1,804 | 03/31/2024 |
Cassaday & Co Wealth Management LLC | 6,939 | $1,802 | 12/31/2023 |
GD | 6,939 | $1,802 | 12/31/2023 |
Banco Bilbao Vizcaya Argentaria S.A. | 6,911 | $1,794 | 12/31/2023 |
GD | 6,911 | $1,794 | 12/31/2023 |
RKL Wealth Management LLC | 6,904 | $1,793 | 12/31/2023 |
GD | 6,904 | $1,793 | 12/31/2023 |
Harvest Investment Advisors LLC | 6,891 | $1,789 | 12/31/2023 |
GD | 6,891 | $1,789 | 12/31/2023 |
Simmons Bank | 6,885 | $1,788 | 12/31/2023 |
GD | 6,885 | $1,788 | 12/31/2023 |
Cairn Investment Group Inc. | 6,295 | $1,778 | 03/31/2024 |
GD | 6,295 | $1,778 | 03/31/2024 |
Mystic Asset Management Inc. | 6,807 | $1,768 | 12/31/2023 |
GD | 6,807 | $1,768 | 12/31/2023 |
Spire Wealth Management | 6,238 | $1,762 | 03/31/2024 |
GD | 6,238 | $1,762 | 03/31/2024 |
Silvercrest Asset Management Group LLC | 6,787 | $1,762 | 12/31/2023 |
GD | 6,787 | $1,762 | 12/31/2023 |
Benedict Financial Advisors Inc. | 6,215 | $1,756 | 03/31/2024 |
GD | 6,215 | $1,756 | 03/31/2024 |
Blackhawk Capital Partners LLC. | 6,716 | $1,744 | 12/31/2023 |
GD | 6,716 | $1,744 | 12/31/2023 |
Paradigm Asset Management Co. LLC | 6,706 | $1,741 | 12/31/2023 |
GD | 6,706 | $1,741 | 12/31/2023 |
Kingswood Wealth Advisors LLC | 6,151 | $1,738 | 03/31/2024 |
GD | 6,151 | $1,738 | 03/31/2024 |
Cape ANN Savings Bank | 6,541 | $1,733 | 12/31/2023 |
GD | 6,541 | $1,733 | 12/31/2023 |
Jacobi Capital Management LLC | 6,670 | $1,732 | 12/31/2023 |
GD | 6,670 | $1,732 | 12/31/2023 |
Arrow Financial Corp | 6,668 | $1,731 | 12/31/2023 |
GD | 6,668 | $1,731 | 12/31/2023 |
Condor Capital Management | 6,661 | $1,730 | 12/31/2023 |
GD | 6,661 | $1,730 | 12/31/2023 |
Hills Bank & Trust Co | 6,660 | $1,729 | 12/31/2023 |
GD | 6,660 | $1,729 | 12/31/2023 |
Portfolio Design Labs LLC | 6,638 | $1,724 | 12/31/2023 |
GD | 6,638 | $1,724 | 12/31/2023 |
Pure Financial Advisors Inc. | 6,085 | $1,719 | 03/31/2024 |
GD | 6,085 | $1,719 | 03/31/2024 |
Ostrum Asset Management | 6,594 | $1,712 | 12/31/2023 |
GD | 6,594 | $1,712 | 12/31/2023 |
Glenview Trust Co | 6,589 | $1,711 | 12/31/2023 |
GD | 6,589 | $1,711 | 12/31/2023 |
Colony Group LLC | 6,580 | $1,709 | 12/31/2023 |
GD | 6,580 | $1,709 | 12/31/2023 |
Accretive Wealth Partners LLC | 6,539 | $1,698 | 12/31/2023 |
GD | 6,539 | $1,698 | 12/31/2023 |
CAPROCK Group Inc. | 6,471 | $1,680 | 12/31/2023 |
GD | 6,471 | $1,680 | 12/31/2023 |
CenterBook Partners LP | 6,462 | $1,678 | 12/31/2023 |
GD | 6,462 | $1,678 | 12/31/2023 |
Community Bank N.A. | 6,456 | $1,676 | 12/31/2023 |
GD | 6,456 | $1,676 | 12/31/2023 |
Fred Alger Management LLC | 6,410 | $1,664 | 12/31/2023 |
GD | 6,410 | $1,664 | 12/31/2023 |
Credit Agricole S A | 6,409 | $1,664 | 12/31/2023 |
GD | 6,409 | $1,664 | 12/31/2023 |
Stansberry Asset Management LLC | 6,383 | $1,658 | 12/31/2023 |
GD | 6,383 | $1,658 | 12/31/2023 |
HighPoint Advisor Group LLC | 5,940 | $1,657 | 12/31/2023 |
GD | 5,940 | $1,657 | 12/31/2023 |
Franklin Street Advisors Inc. NC | 5,850 | $1,653 | 03/31/2024 |
GD | 5,850 | $1,653 | 03/31/2024 |
Altman Advisors Inc. | 6,353 | $1,650 | 12/31/2023 |
GD | 6,353 | $1,650 | 12/31/2023 |
Secure Asset Management LLC | 6,349 | $1,649 | 12/31/2023 |
GD | 6,349 | $1,649 | 12/31/2023 |
Choate Investment Advisors | 6,343 | $1,647 | 12/31/2023 |
GD | 6,343 | $1,647 | 12/31/2023 |
Bangor Savings Bank | 5,822 | $1,645 | 03/31/2024 |
GD | 5,822 | $1,645 | 03/31/2024 |
PYA Waltman Capital LLC | 6,316 | $1,640 | 12/31/2023 |
GD | 6,316 | $1,640 | 12/31/2023 |
SeaCrest Wealth Management LLC | 5,681 | $1,605 | 03/31/2024 |
GD | 5,681 | $1,605 | 03/31/2024 |
Empowered Funds LLC | 6,174 | $1,603 | 12/31/2023 |
GD | 6,174 | $1,603 | 12/31/2023 |
Ferguson Wellman Capital Management Inc. | 5,660 | $1,599 | 03/31/2024 |
GD | 5,660 | $1,599 | 03/31/2024 |
BKM Wealth Management LLC | 5,636 | $1,592 | 03/31/2024 |
GD | 5,636 | $1,592 | 03/31/2024 |
Brown Miller Wealth Management LLC | 5,603 | $1,582 | 03/31/2024 |
GD | 5,603 | $1,582 | 03/31/2024 |
Granite Group Advisors LLC | 5,730 | $1,566 | 12/31/2023 |
GD | 5,730 | $1,566 | 12/31/2023 |
17 Capital Partners LLC | 5,513 | $1,557 | 03/31/2024 |
GD | 5,513 | $1,557 | 03/31/2024 |
Portside Wealth Group LLC | 5,512 | $1,557 | 03/31/2024 |
GD | 5,512 | $1,557 | 03/31/2024 |
Arrowstreet Capital Limited Partnership | 5,997 | $1,557 | 12/31/2023 |
GD | 5,997 | $1,557 | 12/31/2023 |
Nicolet Bankshares Inc. | 5,928 | $1,539 | 12/31/2023 |
GD | 5,928 | $1,539 | 12/31/2023 |
Vectors Research Management LLC | 5,901 | $1,534 | 12/31/2023 |
GD | 5,901 | $1,534 | 12/31/2023 |
Cornerstone Wealth Management LLC | 5,393 | $1,524 | 03/31/2024 |
GD | 5,393 | $1,524 | 03/31/2024 |
Beaumont Asset Management L.L.C. | 5,861 | $1,522 | 12/31/2023 |
GD | 5,861 | $1,522 | 12/31/2023 |
Werlinich Asset Management LLC | 5,370 | $1,514 | 03/31/2024 |
GD | 5,370 | $1,514 | 03/31/2024 |
FJ Investments LLC | 5,815 | $1,510 | 12/31/2023 |
GD | 5,815 | $1,510 | 12/31/2023 |
Presidio Capital Management LLC | 5,343 | $1,509 | 03/31/2024 |
GD | 5,343 | $1,509 | 03/31/2024 |
Sculati Wealth Management LLC | 5,797 | $1,505 | 12/31/2023 |
GD | 5,797 | $1,505 | 12/31/2023 |
Silvia Mccoll Wealth Management LLC | 5,167 | $1,499 | 03/31/2024 |
GD | 5,167 | $1,499 | 03/31/2024 |
Snowden Capital Advisors LLC | 5,768 | $1,498 | 12/31/2023 |
GD | 5,768 | $1,498 | 12/31/2023 |
Arete Wealth Advisors LLC | 5,752 | $1,494 | 12/31/2023 |
GD | 5,752 | $1,494 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 5,738 | $1,490 | 12/31/2023 |
GD | 5,738 | $1,490 | 12/31/2023 |
Summit Financial Group Inc. | 5,262 | $1,486 | 03/31/2024 |
GD | 5,262 | $1,486 | 03/31/2024 |
Essex Savings Bank | 5,707 | $1,482 | 03/31/2024 |
GD | 5,707 | $1,482 | 03/31/2024 |
Gold Investment Management Ltd. | 5,709 | $1,482 | 12/31/2023 |
GD | 5,709 | $1,482 | 12/31/2023 |
Man Group plc | 5,690 | $1,478 | 12/31/2023 |
GD | 5,690 | $1,478 | 12/31/2023 |
Level Four Advisory Services LLC | 5,691 | $1,478 | 12/31/2023 |
GD | 5,691 | $1,478 | 12/31/2023 |
Claro Advisors LLC | 5,225 | $1,476 | 03/31/2024 |
GD | 5,225 | $1,476 | 03/31/2024 |
Private Trust Co. NA | 5,176 | $1,462 | 03/31/2024 |
GD | 5,176 | $1,462 | 03/31/2024 |
Symphony Financial Ltd. Co. | 5,169 | $1,460 | 03/31/2024 |
GD | 5,169 | $1,460 | 03/31/2024 |
Argus Investors Counsel Inc. | 5,151 | $1,455 | 03/31/2024 |
GD | 5,151 | $1,455 | 03/31/2024 |
Thoroughbred Financial Services LLC | 5,550 | $1,441 | 12/31/2023 |
GD | 5,550 | $1,441 | 12/31/2023 |
Aviva PLC | 5,550 | $1,441 | 12/31/2023 |
GD | 5,550 | $1,441 | 12/31/2023 |
FineMark National Bank & Trust | 5,549 | $1,441 | 12/31/2023 |
GD | 5,549 | $1,441 | 12/31/2023 |
Ellis Investment Partners LLC | 5,094 | $1,439 | 03/31/2024 |
GD | 5,094 | $1,439 | 03/31/2024 |
Trust Co. of Vermont | 5,529 | $1,436 | 12/31/2023 |
GD | 5,529 | $1,436 | 12/31/2023 |
Ethic Inc. | 5,530 | $1,436 | 12/31/2023 |
GD | 5,530 | $1,436 | 12/31/2023 |
Indiana Trust & Investment Management CO | 5,080 | $1,435 | 03/31/2024 |
GD | 5,080 | $1,435 | 03/31/2024 |
First Business Financial Services Inc. | 5,518 | $1,433 | 12/31/2023 |
GD | 5,518 | $1,433 | 12/31/2023 |
Milestone Asset Management LLC | 5,070 | $1,432 | 03/31/2024 |
GD | 5,070 | $1,432 | 03/31/2024 |
Wiley BROS. Aintree Capital LLC | 5,022 | $1,431 | 03/31/2024 |
GD | 5,022 | $1,431 | 03/31/2024 |
Mcdonald Partners LLC | 5,022 | $1,419 | 03/31/2024 |
GD | 5,022 | $1,419 | 03/31/2024 |
Greenleaf Trust | 5,464 | $1,419 | 12/31/2023 |
GD | 5,464 | $1,419 | 12/31/2023 |
Coldstream Capital Management Inc. | 5,459 | $1,418 | 12/31/2023 |
GD | 5,459 | $1,418 | 12/31/2023 |
Legacy Financial Advisors Inc. | 5,456 | $1,417 | 12/31/2023 |
GD | 5,456 | $1,417 | 12/31/2023 |
180 Wealth Advisors LLC | 5,002 | $1,413 | 03/31/2024 |
GD | 5,002 | $1,413 | 03/31/2024 |
Cohen Klingenstein LLC | 5,000 | $1,412 | 03/31/2024 |
GD | 5,000 | $1,412 | 03/31/2024 |
Confluence Wealth Services Inc. | 4,980 | $1,407 | 03/31/2024 |
GD | 4,980 | $1,407 | 03/31/2024 |
Aspiriant LLC | 4,969 | $1,404 | 03/31/2024 |
GD | 4,969 | $1,404 | 03/31/2024 |
Proquility Private Wealth Partners LLC | 5,406 | $1,404 | 12/31/2023 |
GD | 5,406 | $1,404 | 12/31/2023 |
Bank of Stockton | 4,960 | $1,401 | 03/31/2024 |
GD | 4,960 | $1,401 | 03/31/2024 |
Investment Management Corp of Ontario | 5,390 | $1,400 | 12/31/2023 |
GD | 5,390 | $1,400 | 12/31/2023 |
Autumn Glory Partners LLC | 5,394 | $1,400 | 12/31/2023 |
GD | 5,394 | $1,400 | 12/31/2023 |
Stratos Wealth Advisors LLC | 4,951 | $1,399 | 03/31/2024 |
GD | 4,951 | $1,399 | 03/31/2024 |
Asset Dedication LLC | 4,968 | $1,392 | 03/31/2024 |
GD | 4,968 | $1,392 | 03/31/2024 |
Evercore Wealth Management LLC | 5,355 | $1,391 | 12/31/2023 |
GD | 5,355 | $1,391 | 12/31/2023 |
Quadcap Wealth Management LLC | 5,268 | $1,368 | 12/31/2023 |
GD | 5,268 | $1,368 | 12/31/2023 |
Tokio Marine Asset Management Co. Ltd. | 5,231 | $1,358 | 12/31/2023 |
GD | 5,231 | $1,358 | 12/31/2023 |
Beese Fulmer Investment Management Inc. | 4,788 | $1,353 | 03/31/2024 |
GD | 4,788 | $1,353 | 03/31/2024 |
Baker Tilly Financial LLC | 5,184 | $1,346 | 12/31/2023 |
GD | 5,184 | $1,346 | 12/31/2023 |
United Bank | 5,145 | $1,336 | 12/31/2023 |
GD | 5,145 | $1,336 | 12/31/2023 |
Eqis Capital Management Inc. | 5,134 | $1,333 | 12/31/2023 |
GD | 5,134 | $1,333 | 12/31/2023 |
Anchor Investment Management LLC | 5,133 | $1,333 | 12/31/2023 |
GD | 5,133 | $1,333 | 12/31/2023 |
Transamerica Financial Advisors Inc. | 5,108 | $1,327 | 12/31/2023 |
GD | 5,108 | $1,327 | 12/31/2023 |
Heritage Wealth Advisors | 5,107 | $1,326 | 12/31/2023 |
GD | 5,107 | $1,326 | 12/31/2023 |
Two Sigma Securities LLC | $1,324 | 12/31/2023 | |
Call | 15,700 | $4,077 | 12/31/2023 |
Put | 10,600 | $2,753 | 12/31/2023 |
Morningstar Investment Management LLC | 5,099 | $1,324 | 12/31/2023 |
GD | 5,099 | $1,324 | 12/31/2023 |
Strategic Planning Group LLC | 4,676 | $1,321 | 03/31/2024 |
GD | 4,676 | $1,321 | 03/31/2024 |
Applied Capital LLC FL | 4,643 | $1,312 | 03/31/2024 |
GD | 4,643 | $1,312 | 03/31/2024 |
Coastline Trust Co | 4,619 | $1,305 | 03/31/2024 |
GD | 4,619 | $1,305 | 03/31/2024 |
LS Investment Advisors LLC | 5,027 | $1,305 | 12/31/2023 |
GD | 5,027 | $1,305 | 12/31/2023 |
Graham Capital Management L.P. | 5,000 | $1,298 | 12/31/2023 |
GD | 5,000 | $1,298 | 12/31/2023 |
Hennion & Walsh Asset Management Inc. | 4,591 | $1,297 | 03/31/2024 |
GD | 4,591 | $1,297 | 03/31/2024 |
CI Investments Inc. | 4,985 | $1,294 | 12/31/2023 |
GD | 4,985 | $1,294 | 12/31/2023 |
Mitchell Mcleod Pugh & Williams Inc. | 4,983 | $1,294 | 12/31/2023 |
GD | 4,983 | $1,294 | 12/31/2023 |
Gladstone Institutional Advisory LLC | 4,975 | $1,292 | 12/31/2023 |
GD | 4,975 | $1,292 | 12/31/2023 |
Vestcor Inc | 4,953 | $1,286 | 12/31/2023 |
GD | 4,953 | $1,286 | 12/31/2023 |
Highview Capital Management LLC DE | 4,538 | $1,282 | 03/31/2024 |
GD | 4,538 | $1,282 | 03/31/2024 |
Shepherd Kaplan Krochuk LLC | 4,922 | $1,278 | 12/31/2023 |
GD | 4,922 | $1,278 | 12/31/2023 |
High Note Wealth LLC | 4,891 | $1,270 | 12/31/2023 |
GD | 4,891 | $1,270 | 12/31/2023 |
Sompo Asset Management Co. Ltd. | 4,810 | $1,249 | 12/31/2023 |
GD | 4,810 | $1,249 | 12/31/2023 |
Three Bridge Wealth Advisors LLC | 4,762 | $1,237 | 12/31/2023 |
GD | 4,762 | $1,237 | 12/31/2023 |
Adviser Investments LLC | 4,748 | $1,233 | 12/31/2023 |
GD | 4,748 | $1,233 | 12/31/2023 |
Mesirow Financial Investment Management Inc. | 4,359 | $1,231 | 03/31/2024 |
GD | 4,359 | $1,231 | 03/31/2024 |
S.E.E.D. Planning Group LLC | 4,336 | $1,225 | 03/31/2024 |
GD | 4,336 | $1,225 | 03/31/2024 |
Bigelow Investment Advisors LLC | 4,688 | $1,217 | 12/31/2023 |
GD | 4,688 | $1,217 | 12/31/2023 |
Premier Path Wealth Partners LLC | 4,287 | $1,211 | 03/31/2024 |
GD | 4,287 | $1,211 | 03/31/2024 |
Checchi Capital Advisers LLC | 4,277 | $1,208 | 03/31/2024 |
GD | 4,277 | $1,208 | 03/31/2024 |
Telemus Capital LLC | 4,630 | $1,202 | 12/31/2023 |
GD | 4,630 | $1,202 | 12/31/2023 |
GeoWealth Management LLC | 4,627 | $1,202 | 12/31/2023 |
GD | 4,627 | $1,202 | 12/31/2023 |
Ramirez Asset Management Inc. | 4,621 | $1,200 | 12/31/2023 |
GD | 4,621 | $1,200 | 12/31/2023 |
Marotta Asset Management | 4,242 | $1,198 | 03/31/2024 |
GD | 4,242 | $1,198 | 03/31/2024 |
Spears Abacus Advisors LLC | 4,597 | $1,194 | 12/31/2023 |
GD | 4,597 | $1,194 | 12/31/2023 |
Schechter Investment Advisors LLC | 4,591 | $1,192 | 12/31/2023 |
GD | 4,591 | $1,192 | 12/31/2023 |
Signaturefd LLC | 4,560 | $1,184 | 12/31/2023 |
GD | 4,560 | $1,184 | 12/31/2023 |
Golden State Equity Partners | 4,551 | $1,182 | 12/31/2023 |
GD | 4,551 | $1,182 | 12/31/2023 |
Roberts Glore & Co. Inc. IL | 4,549 | $1,181 | 12/31/2023 |
GD | 4,549 | $1,181 | 12/31/2023 |
Meridian Wealth Management LLC | 4,172 | $1,179 | 03/31/2024 |
GD | 4,172 | $1,179 | 03/31/2024 |
PFW Advisors LLC | 4,170 | $1,178 | 03/31/2024 |
GD | 4,170 | $1,178 | 03/31/2024 |
Parallel Advisors LLC | 4,526 | $1,175 | 12/31/2023 |
GD | 4,526 | $1,175 | 12/31/2023 |
Fortem Financial Group LLC | 4,524 | $1,175 | 12/31/2023 |
GD | 4,524 | $1,175 | 12/31/2023 |
Thompson Investment Management Inc. | 4,139 | $1,169 | 03/31/2024 |
GD | 4,139 | $1,169 | 03/31/2024 |
Chemung Canal Trust Co. | 4,106 | $1,160 | 03/31/2024 |
GD | 4,106 | $1,160 | 03/31/2024 |
Public Sector Pension Investment Board | 4,462 | $1,159 | 12/31/2023 |
GD | 4,462 | $1,159 | 12/31/2023 |
Guyasuta Investment Advisors Inc. | 4,461 | $1,158 | 03/31/2024 |
GD | 4,461 | $1,158 | 03/31/2024 |
Farmers & Merchants Investments Inc. | 4,101 | $1,158 | 03/31/2024 |
GD | 4,101 | $1,158 | 03/31/2024 |
Savant Capital LLC | 4,438 | $1,153 | 12/31/2023 |
GD | 4,438 | $1,153 | 12/31/2023 |
J.W. Cole Advisors Inc. | 4,418 | $1,147 | 12/31/2023 |
GD | 4,418 | $1,147 | 12/31/2023 |
Welch & Forbes LLC | 4,413 | $1,146 | 12/31/2023 |
GD | 4,413 | $1,146 | 12/31/2023 |
SlateStone Wealth LLC | 4,045 | $1,143 | 03/31/2024 |
GD | 4,045 | $1,143 | 03/31/2024 |
Dfpg Investments LLC | 4,454 | $1,143 | 12/31/2023 |
GD | 4,454 | $1,143 | 12/31/2023 |
Tritonpoint Wealth LLC | 4,196 | $1,140 | 03/31/2024 |
GD | 4,196 | $1,140 | 03/31/2024 |
IFP Advisors Inc | 4,387 | $1,140 | 12/31/2023 |
GD | 4,387 | $1,140 | 12/31/2023 |
Toroso Investments LLC | 4,364 | $1,133 | 12/31/2023 |
GD | 4,364 | $1,133 | 12/31/2023 |
Good Life Advisors LLC | 4,318 | $1,121 | 12/31/2023 |
GD | 4,318 | $1,121 | 12/31/2023 |
Fifth Third Wealth Advisors LLC | 3,961 | $1,119 | 03/31/2024 |
GD | 3,961 | $1,119 | 03/31/2024 |
Ameritas Advisory Services LLC | 4,170 | $1,114 | 12/31/2023 |
GD | 4,170 | $1,114 | 12/31/2023 |
Pacitti Group Inc. | 4,238 | $1,101 | 12/31/2023 |
GD | 4,238 | $1,101 | 12/31/2023 |
Garner Asset Management Corp | 4,107 | $1,098 | 12/31/2023 |
GD | 4,107 | $1,098 | 12/31/2023 |
Fairbanks Capital Management Inc. | 4,173 | $1,084 | 12/31/2023 |
GD | 4,173 | $1,084 | 12/31/2023 |
Uncommon Cents Investing LLC | 3,835 | $1,083 | 03/31/2024 |
GD | 3,835 | $1,083 | 03/31/2024 |
Veracity Capital LLC | 3,828 | $1,081 | 03/31/2024 |
GD | 3,828 | $1,081 | 03/31/2024 |
Horizon Investments LLC | 4,157 | $1,074 | 12/31/2023 |
GD | 4,157 | $1,074 | 12/31/2023 |
Total Clarity Wealth Management Inc. | 3,788 | $1,070 | 03/31/2024 |
GD | 3,788 | $1,070 | 03/31/2024 |
Sawgrass Asset Management LLC | 4,112 | $1,068 | 12/31/2023 |
GD | 4,112 | $1,068 | 12/31/2023 |
Capital Advisors Inc. OK | 4,088 | $1,062 | 12/31/2023 |
GD | 4,088 | $1,062 | 12/31/2023 |
Unique Wealth Strategies LLC | 3,739 | $1,056 | 03/31/2024 |
GD | 3,739 | $1,056 | 03/31/2024 |
Principal Securities Inc. | 4,065 | $1,056 | 12/31/2023 |
GD | 4,065 | $1,056 | 12/31/2023 |
Tevis Investment Management | 3,731 | $1,054 | 03/31/2024 |
GD | 3,731 | $1,054 | 03/31/2024 |
Smithbridge Asset Management Inc. DE | 4,050 | $1,052 | 12/31/2023 |
GD | 4,050 | $1,052 | 12/31/2023 |
Wright Investors Service Inc. | 4,042 | $1,050 | 12/31/2023 |
GD | 4,042 | $1,050 | 12/31/2023 |
Camden Capital LLC | 4,045 | $1,050 | 12/31/2023 |
GD | 4,045 | $1,050 | 12/31/2023 |
Wetherby Asset Management Inc. | 4,039 | $1,049 | 12/31/2023 |
GD | 4,039 | $1,049 | 12/31/2023 |
Stock Yards Bank & Trust Co. | 4,032 | $1,047 | 12/31/2023 |
GD | 4,032 | $1,047 | 12/31/2023 |
Berger Financial Group Inc | 3,692 | $1,043 | 03/31/2024 |
GD | 3,692 | $1,043 | 03/31/2024 |
International Assets Investment Management LLC | 3,575 | $1,042 | 03/31/2024 |
GD | 3,575 | $1,042 | 03/31/2024 |
Triangle Securities Wealth Management | 3,644 | $1,029 | 03/31/2024 |
GD | 3,644 | $1,029 | 03/31/2024 |
Legacy Capital Group California Inc. | 3,963 | $1,029 | 12/31/2023 |
GD | 3,963 | $1,029 | 12/31/2023 |
Chesapeake Wealth Management | 3,950 | $1,026 | 12/31/2023 |
GD | 3,950 | $1,026 | 12/31/2023 |
Capital Advisory Group Advisory Services LLC | 3,611 | $1,020 | 03/31/2024 |
GD | 3,611 | $1,020 | 03/31/2024 |
AdvisorNet Financial Inc | 3,604 | $1,018 | 03/31/2024 |
GD | 3,604 | $1,018 | 03/31/2024 |
Ironvine Capital Partners LLC | 3,900 | $1,013 | 12/31/2023 |
GD | 3,900 | $1,013 | 12/31/2023 |
Berkeley Capital Partners LLC | 3,883 | $1,008 | 12/31/2023 |
GD | 3,883 | $1,008 | 12/31/2023 |
FSB Premier Wealth Management Inc. | 3,863 | $1,003 | 12/31/2023 |
GD | 3,863 | $1,003 | 12/31/2023 |
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 3,861 | $1,003 | 12/31/2023 |
GD | 3,861 | $1,003 | 12/31/2023 |
Bailard Inc. | 3,825 | $993 | 12/31/2023 |
GD | 3,825 | $993 | 12/31/2023 |
Berkshire Bank | 3,508 | $991 | 03/31/2024 |
GD | 3,508 | $991 | 03/31/2024 |
Richwood Investment Advisors LLC | 3,814 | $990 | 12/31/2023 |
GD | 3,814 | $990 | 12/31/2023 |
Dudley Capital Management LLC | 3,814 | $990 | 12/31/2023 |
GD | 3,814 | $990 | 12/31/2023 |
Sanders Morris Harris LLC | 3,500 | $989 | 03/31/2024 |
GD | 3,500 | $989 | 03/31/2024 |
Revisor Wealth Management LLC | 3,648 | $989 | 03/31/2024 |
GD | 3,648 | $989 | 03/31/2024 |
TBH Global Asset Management LLC | 3,787 | $983 | 12/31/2023 |
GD | 3,787 | $983 | 12/31/2023 |
Cullen Frost Bankers Inc. | 3,775 | $980 | 12/31/2023 |
GD | 3,775 | $980 | 12/31/2023 |
Voya Financial Advisors Inc. | 3,787 | $978 | 12/31/2023 |
GD | 3,787 | $978 | 12/31/2023 |
Country Club Bank GFN | 3,450 | $975 | 03/31/2024 |
GD | 3,450 | $975 | 03/31/2024 |
Crestwood Advisors Group LLC | 3,736 | $970 | 12/31/2023 |
GD | 3,736 | $970 | 12/31/2023 |
CoreCap Advisors LLC | 3,737 | $970 | 12/31/2023 |
GD | 3,737 | $970 | 12/31/2023 |
Synergy Financial Management LLC | 3,424 | $967 | 03/31/2024 |
GD | 3,424 | $967 | 03/31/2024 |
Fairhaven Wealth Management LLC | 3,719 | $966 | 12/31/2023 |
GD | 3,719 | $966 | 12/31/2023 |
Glassman Wealth Services | 3,712 | $964 | 12/31/2023 |
GD | 3,712 | $964 | 12/31/2023 |
Whitener Capital Management Inc. | 3,405 | $962 | 03/31/2024 |
GD | 3,405 | $962 | 03/31/2024 |
Pacific Wealth Management | 3,706 | $962 | 03/31/2024 |
GD | 3,706 | $962 | 03/31/2024 |
Hoylecohen LLC | 3,691 | $958 | 12/31/2023 |
GD | 3,691 | $958 | 12/31/2023 |
Salem Investment Counselors Inc. | 3,318 | $937 | 03/31/2024 |
GD | 3,318 | $937 | 03/31/2024 |
Pittenger & Anderson Inc. | 3,607 | $937 | 12/31/2023 |
GD | 3,607 | $937 | 12/31/2023 |
St. Johns Investment Management Company LLC | 3,312 | $936 | 03/31/2024 |
GD | 3,312 | $936 | 03/31/2024 |
InterOcean Capital Group LLC | 3,600 | $935 | 12/31/2023 |
GD | 3,600 | $935 | 12/31/2023 |
Fulton Bank N.A. | 3,299 | $932 | 03/31/2024 |
GD | 3,299 | $932 | 03/31/2024 |
Hyman Charles D | 3,587 | $931 | 12/31/2023 |
GD | 3,587 | $931 | 12/31/2023 |
Moors & Cabot Inc. | 3,585 | $931 | 12/31/2023 |
GD | 3,585 | $931 | 12/31/2023 |
Brandywine Oak Private Wealth LLC | 3,585 | $931 | 12/31/2023 |
GD | 3,585 | $931 | 12/31/2023 |
Norway Savings Bank | 3,293 | $930 | 03/31/2024 |
GD | 3,293 | $930 | 03/31/2024 |
Perpetual Ltd | 3,285 | $928 | 03/31/2024 |
GD | 3,285 | $928 | 03/31/2024 |
Barlow Wealth Partners Inc. | 3,222 | $928 | 03/31/2024 |
GD | 3,222 | $928 | 03/31/2024 |
SYSTM Wealth Solutions LLC | 3,283 | $927 | 03/31/2024 |
GD | 3,283 | $927 | 03/31/2024 |
Northwest Bank & Trust Co | 3,567 | $926 | 12/31/2023 |
GD | 3,567 | $926 | 12/31/2023 |
NewEdge Wealth LLC | 3,559 | $924 | 12/31/2023 |
GD | 3,559 | $924 | 12/31/2023 |
Forza Wealth Management LLC | 3,264 | $922 | 03/31/2024 |
GD | 3,264 | $922 | 03/31/2024 |
Apexium Financial LP | 3,230 | $912 | 03/31/2024 |
GD | 3,230 | $912 | 03/31/2024 |
Main Street Financial Solutions LLC | 3,223 | $910 | 03/31/2024 |
GD | 3,223 | $910 | 03/31/2024 |
Point72 Middle East FZE | $909 | 12/31/2023 | |
Call | 7,100 | $1,844 | 12/31/2023 |
Put | 3,600 | $935 | 12/31/2023 |
Murphy Middleton Hinkle & Parker Inc. | 3,214 | $908 | 03/31/2024 |
GD | 3,214 | $908 | 03/31/2024 |
Alpha Omega Wealth Management LLC | 3,202 | $905 | 03/31/2024 |
GD | 3,202 | $905 | 03/31/2024 |
Northern Financial Advisors Inc | 3,478 | $903 | 12/31/2023 |
GD | 3,478 | $903 | 12/31/2023 |
Mengis Capital Management Inc. | 3,473 | $902 | 12/31/2023 |
GD | 3,473 | $902 | 12/31/2023 |
Johnson Investment Counsel Inc. | 3,471 | $901 | 12/31/2023 |
GD | 3,471 | $901 | 12/31/2023 |
Perigon Wealth Management LLC | 3,450 | $896 | 12/31/2023 |
GD | 3,450 | $896 | 12/31/2023 |
Westover Capital Advisors LLC | 3,416 | $887 | 12/31/2023 |
GD | 3,416 | $887 | 12/31/2023 |
Meeder Advisory Services Inc. | 3,410 | $886 | 12/31/2023 |
GD | 3,410 | $886 | 12/31/2023 |
Covington Investment Advisors Inc. | 3,402 | $883 | 12/31/2023 |
GD | 3,402 | $883 | 12/31/2023 |
Balentine LLC | 3,400 | $883 | 12/31/2023 |
GD | 3,400 | $883 | 12/31/2023 |
Kathmere Capital Management LLC | 3,112 | $879 | 03/31/2024 |
GD | 3,112 | $879 | 03/31/2024 |
Accurate Wealth Management LLC | 3,047 | $879 | 03/31/2024 |
GD | 3,047 | $879 | 03/31/2024 |
Warren Averett Asset Management LLC | 3,375 | $876 | 12/31/2023 |
GD | 3,375 | $876 | 12/31/2023 |
Arbor Wealth Advisors LLC | 3,095 | $874 | 03/31/2024 |
GD | 3,095 | $874 | 03/31/2024 |
1858 Wealth Management LLC | 3,349 | $870 | 03/31/2024 |
GD | 3,349 | $870 | 03/31/2024 |
Ballentine Partners LLC | 3,075 | $869 | 03/31/2024 |
GD | 3,075 | $869 | 03/31/2024 |
Brevan Howard Capital Management LP | 3,344 | $868 | 12/31/2023 |
GD | 3,344 | $868 | 12/31/2023 |
Gateway Investment Advisers LLC | 3,070 | $867 | 03/31/2024 |
GD | 3,070 | $867 | 03/31/2024 |
Loudon Investment Management LLC | 3,338 | $867 | 12/31/2023 |
GD | 3,338 | $867 | 12/31/2023 |
Peddock Capital Advisors LLC | 3,335 | $866 | 12/31/2023 |
GD | 3,335 | $866 | 12/31/2023 |
David Loasby | 3,397 | $862 | 12/31/2023 |
GD | 3,397 | $862 | 12/31/2023 |
IFG Advisory LLC | 3,315 | $861 | 12/31/2023 |
GD | 3,315 | $861 | 12/31/2023 |
Paragon Private Wealth Management LLC | 3,316 | $861 | 12/31/2023 |
GD | 3,316 | $861 | 12/31/2023 |
Mount Yale Investment Advisors LLC | 3,309 | $859 | 12/31/2023 |
GD | 3,309 | $859 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 3,032 | $857 | 03/31/2024 |
GD | 3,032 | $857 | 03/31/2024 |
Adirondack Trust Co. | 3,021 | $853 | 03/31/2024 |
GD | 3,021 | $853 | 03/31/2024 |
Shell Asset Management Co. | 3,286 | $853 | 12/31/2023 |
GD | 3,286 | $853 | 12/31/2023 |
United Asset Strategies Inc. | 2,986 | $844 | 03/31/2024 |
GD | 2,986 | $844 | 03/31/2024 |
Tocqueville Asset Management L.P. | 3,250 | $844 | 12/31/2023 |
GD | 3,250 | $844 | 12/31/2023 |
Midland Wealth Advisors LLC | 3,248 | $843 | 12/31/2023 |
GD | 3,248 | $843 | 12/31/2023 |
Nilsine Partners LLC | 2,978 | $841 | 03/31/2024 |
GD | 2,978 | $841 | 03/31/2024 |
Profund Advisors LLC | 3,220 | $836 | 12/31/2023 |
GD | 3,220 | $836 | 12/31/2023 |
Coastwise Capital Group LLC | 3,221 | $836 | 12/31/2023 |
GD | 3,221 | $836 | 12/31/2023 |
NEOS Investment Management LLC | 3,214 | $835 | 12/31/2023 |
GD | 3,214 | $835 | 12/31/2023 |
Auxano Advisors LLC | 3,203 | $832 | 12/31/2023 |
GD | 3,203 | $832 | 12/31/2023 |
Cito Capital Group LLC | 3,200 | $831 | 12/31/2023 |
GD | 3,200 | $831 | 12/31/2023 |
Scott & Selber Inc. | 3,191 | $829 | 12/31/2023 |
GD | 3,191 | $829 | 12/31/2023 |
Sigma Planning Corp | 3,141 | $816 | 12/31/2023 |
GD | 3,141 | $816 | 12/31/2023 |
Rogco LP | 3,143 | $816 | 12/31/2023 |
GD | 3,143 | $816 | 12/31/2023 |
Alyeska Investment Group L.P. | 3,130 | $813 | 12/31/2023 |
GD | 3,130 | $813 | 12/31/2023 |
Buckingham Strategic Partners | 3,129 | $813 | 12/31/2023 |
GD | 3,129 | $813 | 12/31/2023 |
Intellectus Partners LLC | 3,117 | $809 | 12/31/2023 |
GD | 3,117 | $809 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 2,845 | $804 | 03/31/2024 |
GD | 2,845 | $804 | 03/31/2024 |
Bahl & Gaynor Inc. | 3,064 | $796 | 12/31/2023 |
GD | 3,064 | $796 | 12/31/2023 |
ORG Partners LLC | 3,060 | $795 | 12/31/2023 |
GD | 3,060 | $795 | 12/31/2023 |
Prosperity Consulting Group LLC | 3,055 | $793 | 12/31/2023 |
GD | 3,055 | $793 | 12/31/2023 |
Charles Carroll Financial Partners LLC | 3,026 | $786 | 12/31/2023 |
GD | 3,026 | $786 | 12/31/2023 |
Imprint Wealth LLC | 3,012 | $782 | 12/31/2023 |
GD | 3,012 | $782 | 12/31/2023 |
Summit Financial LLC | 2,758 | $779 | 03/31/2024 |
GD | 2,758 | $779 | 03/31/2024 |
J.P. Marvel Investment Advisors LLC | 3,000 | $779 | 12/31/2023 |
GD | 3,000 | $779 | 12/31/2023 |
Holderness Investments Co. | 2,998 | $778 | 12/31/2023 |
GD | 2,998 | $778 | 12/31/2023 |
STA Wealth Management LLC | 2,994 | $777 | 12/31/2023 |
GD | 2,994 | $777 | 12/31/2023 |
Acropolis Investment Management LLC | 2,744 | $775 | 03/31/2024 |
GD | 2,744 | $775 | 03/31/2024 |
Semmax Financial Advisors Inc. | 2,897 | $774 | 12/31/2023 |
GD | 2,897 | $774 | 12/31/2023 |
Leisure Capital Management | 2,976 | $773 | 12/31/2023 |
GD | 2,976 | $773 | 12/31/2023 |
Kowal Investment Group LLC | 2,722 | $769 | 03/31/2024 |
GD | 2,722 | $769 | 03/31/2024 |
WASHINGTON TRUST Co | 2,696 | $761 | 03/31/2024 |
GD | 2,696 | $761 | 03/31/2024 |
Prudent Man Advisors LLC | 2,928 | $760 | 12/31/2023 |
GD | 2,928 | $760 | 12/31/2023 |
Tilia Fiduciary Partners Inc. | 2,684 | $758 | 03/31/2024 |
GD | 2,684 | $758 | 03/31/2024 |
Legacy Private Trust Co. | 2,680 | $757 | 03/31/2024 |
GD | 2,680 | $757 | 03/31/2024 |
Purus Wealth Management LLC | 2,680 | $757 | 03/31/2024 |
GD | 2,680 | $757 | 03/31/2024 |
Parcion Private Wealth LLC | 2,650 | $749 | 03/31/2024 |
GD | 2,650 | $749 | 03/31/2024 |
Red Door Wealth Management LLC | 2,605 | $736 | 03/31/2024 |
GD | 2,605 | $736 | 03/31/2024 |
Legal Advantage Investments Inc. | 2,600 | $734 | 03/31/2024 |
GD | 2,600 | $734 | 03/31/2024 |
Boston Financial Mangement LLC | 2,822 | $733 | 12/31/2023 |
GD | 2,822 | $733 | 12/31/2023 |
Eagle Rock Investment Company LLC | 2,590 | $732 | 03/31/2024 |
GD | 2,590 | $732 | 03/31/2024 |
Baader Bank INC | 2,814 | $730 | 12/31/2023 |
GD | 2,814 | $730 | 12/31/2023 |
Cullinan Associates Inc. | 2,578 | $728 | 03/31/2024 |
GD | 2,578 | $728 | 03/31/2024 |
Westhampton Capital LLC | 2,565 | $725 | 03/31/2024 |
GD | 2,565 | $725 | 03/31/2024 |
Guidance Capital Inc. | 2,538 | $723 | 03/31/2024 |
GD | 2,538 | $723 | 03/31/2024 |
Cigna Investments Inc. New | 2,557 | $722 | 03/31/2024 |
GD | 2,557 | $722 | 03/31/2024 |
TFO TDC LLC | 2,782 | $722 | 12/31/2023 |
GD | 2,782 | $722 | 12/31/2023 |
Alliance Wealth Advisors LLC UT | 2,778 | $721 | 12/31/2023 |
GD | 2,778 | $721 | 12/31/2023 |
Insigneo Advisory Services LLC | 2,768 | $719 | 12/31/2023 |
GD | 2,768 | $719 | 12/31/2023 |
Qtron Investments LLC | 2,742 | $712 | 12/31/2023 |
GD | 2,742 | $712 | 12/31/2023 |
Capital Asset Advisory Services LLC | 2,408 | $711 | 03/31/2024 |
GD | 2,408 | $711 | 03/31/2024 |
Connectus Wealth LLC | 2,736 | $711 | 12/31/2023 |
GD | 2,736 | $711 | 12/31/2023 |
Geneos Wealth Management Inc. | 2,723 | $707 | 12/31/2023 |
GD | 2,723 | $707 | 12/31/2023 |
GAMMA Investing LLC | 2,499 | $706 | 03/31/2024 |
GD | 2,499 | $706 | 03/31/2024 |
AXA S.A. | 2,712 | $704 | 12/31/2023 |
GD | 2,712 | $704 | 12/31/2023 |
Jmac Enterprises LLC | 2,700 | $701 | 12/31/2023 |
GD | 2,700 | $701 | 12/31/2023 |
Sippican Capital Advisors | 2,682 | $696 | 12/31/2023 |
GD | 2,682 | $696 | 12/31/2023 |
Boston Private Wealth LLC | 2,675 | $695 | 12/31/2023 |
GD | 2,675 | $695 | 12/31/2023 |
MBA Advisors LLC | 2,457 | $694 | 03/31/2024 |
GD | 2,457 | $694 | 03/31/2024 |
Commons Capital LLC | 2,656 | $690 | 12/31/2023 |
GD | 2,656 | $690 | 12/31/2023 |
Financial Freedom LLC | 2,418 | $683 | 03/31/2024 |
GD | 2,418 | $683 | 03/31/2024 |
Madison Asset Management LLC | 2,630 | $683 | 12/31/2023 |
GD | 2,630 | $683 | 12/31/2023 |
Virtue Capital Management LLC | 2,679 | $680 | 12/31/2023 |
GD | 2,679 | $680 | 12/31/2023 |
NorthRock Partners LLC | 2,601 | $675 | 12/31/2023 |
GD | 2,601 | $675 | 12/31/2023 |
Wilbanks Smith & Thomas Asset Management LLC | 2,588 | $672 | 12/31/2023 |
GD | 2,588 | $672 | 12/31/2023 |
Heartland Bank & Trust Co | 2,580 | $670 | 12/31/2023 |
GD | 2,580 | $670 | 12/31/2023 |
Shulman DeMeo Asset Management LLC | 2,360 | $667 | 03/31/2024 |
GD | 2,360 | $667 | 03/31/2024 |
Manchester Capital Management LLC | 2,566 | $666 | 12/31/2023 |
GD | 2,566 | $666 | 12/31/2023 |
Sunbelt Securities Inc. | 2,347 | $663 | 03/31/2024 |
GD | 2,347 | $663 | 03/31/2024 |
AlphaStar Capital Management LLC | 2,551 | $662 | 12/31/2023 |
GD | 2,551 | $662 | 12/31/2023 |
Galvin Gaustad & Stein LLC | 2,336 | $660 | 03/31/2024 |
GD | 2,336 | $660 | 03/31/2024 |
US Asset Management LLC | 2,330 | $658 | 03/31/2024 |
GD | 2,330 | $658 | 03/31/2024 |
Concentric Wealth Management LLC | 2,535 | $658 | 12/31/2023 |
GD | 2,535 | $658 | 12/31/2023 |
J. W. Coons Advisors LLC | 2,528 | $656 | 12/31/2023 |
GD | 2,528 | $656 | 12/31/2023 |
SageView Advisory Group LLC | 2,431 | $653 | 12/31/2023 |
GD | 2,431 | $653 | 12/31/2023 |
Duff & Phelps Investment Management Co. | 2,509 | $652 | 12/31/2023 |
GD | 2,509 | $652 | 12/31/2023 |
Gilbert & Cook Inc. | 2,509 | $652 | 12/31/2023 |
GD | 2,509 | $652 | 12/31/2023 |
BlackDiamond Wealth Management Inc. | 2,451 | $651 | 12/31/2023 |
GD | 2,451 | $651 | 12/31/2023 |
Tyche Wealth Partners LLC | 2,302 | $650 | 03/31/2024 |
GD | 2,302 | $650 | 03/31/2024 |
Everpar Advisors LLC | 2,296 | $649 | 03/31/2024 |
GD | 2,296 | $649 | 03/31/2024 |
Edge Capital Group LLC | 2,489 | $646 | 12/31/2023 |
GD | 2,489 | $646 | 12/31/2023 |
Exchange Traded Concepts LLC | 2,285 | $645 | 03/31/2024 |
GD | 2,285 | $645 | 03/31/2024 |
Sierra Summit Advisors LLC | 2,481 | $644 | 12/31/2023 |
GD | 2,481 | $644 | 12/31/2023 |
Brighton Jones LLC | 2,471 | $642 | 12/31/2023 |
GD | 2,471 | $642 | 12/31/2023 |
Thrive Wealth Management LLC | 2,261 | $639 | 03/31/2024 |
GD | 2,261 | $639 | 03/31/2024 |
AMG National Trust Bank | 2,460 | $639 | 12/31/2023 |
GD | 2,460 | $639 | 12/31/2023 |
Rosenbaum Jay D. | 2,451 | $636 | 12/31/2023 |
GD | 2,451 | $636 | 12/31/2023 |
North Star Investment Management Corp. | 2,446 | $635 | 12/31/2023 |
GD | 2,446 | $635 | 12/31/2023 |
Penobscot Investment Management Company Inc. | 2,434 | $632 | 12/31/2023 |
GD | 2,434 | $632 | 12/31/2023 |
Deroy & Devereaux Private Investment Counsel Inc. | 2,234 | $631 | 03/31/2024 |
GD | 2,234 | $631 | 03/31/2024 |
Gryphon Financial Partners LLC | 2,477 | $629 | 12/31/2023 |
GD | 2,477 | $629 | 12/31/2023 |
Creekmur Asset Management LLC | 2,422 | $629 | 12/31/2023 |
GD | 2,422 | $629 | 12/31/2023 |
Intech Investment Management LLC | 2,407 | $625 | 12/31/2023 |
GD | 2,407 | $625 | 12/31/2023 |
Carret Asset Management LLC | 2,205 | $623 | 03/31/2024 |
GD | 2,205 | $623 | 03/31/2024 |
Oarsman Capital Inc. | 2,401 | $623 | 12/31/2023 |
GD | 2,401 | $623 | 12/31/2023 |
Legacy Capital Wealth Partners LLC | 2,399 | $623 | 12/31/2023 |
GD | 2,399 | $623 | 12/31/2023 |
Moneta Group Investment Advisors LLC | 2,397 | $622 | 12/31/2023 |
GD | 2,397 | $622 | 12/31/2023 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 2,395 | $622 | 12/31/2023 |
GD | 2,395 | $622 | 12/31/2023 |
Trust Co | 2,193 | $620 | 03/31/2024 |
GD | 2,193 | $620 | 03/31/2024 |
Auxier Asset Management | 2,382 | $619 | 12/31/2023 |
GD | 2,382 | $619 | 12/31/2023 |
Pekin Hardy Strauss Inc. | 2,369 | $615 | 12/31/2023 |
GD | 2,369 | $615 | 12/31/2023 |
Sentry LLC | 2,173 | $614 | 03/31/2024 |
GD | 2,173 | $614 | 03/31/2024 |
Buttonwood Financial Advisors Inc. | 2,167 | $612 | 03/31/2024 |
GD | 2,167 | $612 | 03/31/2024 |
Trueblood Wealth Management LLC | 2,168 | $612 | 03/31/2024 |
GD | 2,168 | $612 | 03/31/2024 |
London Co. of Virginia | 2,352 | $611 | 12/31/2023 |
GD | 2,352 | $611 | 12/31/2023 |
Ifrah Financial Services Inc. | 2,350 | $610 | 12/31/2023 |
GD | 2,350 | $610 | 12/31/2023 |
Harbour Investments Inc. | 2,345 | $609 | 12/31/2023 |
GD | 2,345 | $609 | 12/31/2023 |
Alaska Permanent Fund Corp | 2,151 | $608 | 03/31/2024 |
GD | 2,151 | $608 | 03/31/2024 |
First Interstate Bank | 2,333 | $606 | 12/31/2023 |
GD | 2,333 | $606 | 12/31/2023 |
Summit Global Investments | 2,327 | $604 | 12/31/2023 |
GD | 2,327 | $604 | 12/31/2023 |
STAR Financial Bank | 2,321 | $603 | 12/31/2023 |
GD | 2,321 | $603 | 12/31/2023 |
Legacy Wealth Asset Management LLC | 2,123 | $600 | 03/31/2024 |
GD | 2,123 | $600 | 03/31/2024 |
Clark Financial Services Group Inc. BD | 2,292 | $595 | 12/31/2023 |
GD | 2,292 | $595 | 12/31/2023 |
JJJ Advisors Inc. | 2,095 | $592 | 03/31/2024 |
GD | 2,095 | $592 | 03/31/2024 |
Continuum Advisory LLC | 2,278 | $591 | 12/31/2023 |
GD | 2,278 | $591 | 12/31/2023 |
Cookson Peirce & Co. Inc. | 2,080 | $588 | 03/31/2024 |
GD | 2,080 | $588 | 03/31/2024 |
Ridgewood Investments LLC | 2,073 | $586 | 03/31/2024 |
GD | 2,073 | $586 | 03/31/2024 |
Lake Street Advisors Group LLC | 2,258 | $586 | 12/31/2023 |
GD | 2,258 | $586 | 12/31/2023 |
Wesbanco Bank Inc. | 2,063 | $583 | 03/31/2024 |
GD | 2,063 | $583 | 03/31/2024 |
South State CORP. | 2,244 | $583 | 12/31/2023 |
GD | 2,244 | $583 | 12/31/2023 |
Centaurus Financial Inc. | 2,240 | $582 | 12/31/2023 |
GD | 2,240 | $582 | 12/31/2023 |
Pinnacle Bank | 2,058 | $581 | 03/31/2024 |
GD | 2,058 | $581 | 03/31/2024 |
FDx Advisors Inc. | 2,238 | $581 | 12/31/2023 |
GD | 2,238 | $581 | 12/31/2023 |
Chelsea Counsel Co. | 2,225 | $578 | 12/31/2023 |
GD | 2,225 | $578 | 12/31/2023 |
Israel Discount Bank of New York | 2,222 | $577 | 12/31/2023 |
GD | 2,222 | $577 | 12/31/2023 |
Bedel Financial Consulting Inc. | 2,217 | $576 | 12/31/2023 |
GD | 2,217 | $576 | 12/31/2023 |
Wedmont Private Capital | 1,988 | $574 | 03/31/2024 |
GD | 1,988 | $574 | 03/31/2024 |
Lafayette Investments Inc. | 2,210 | $574 | 12/31/2023 |
GD | 2,210 | $574 | 12/31/2023 |
Knightsbridge Asset Management LLC | 2,197 | $571 | 12/31/2023 |
GD | 2,197 | $571 | 12/31/2023 |
Parkside Financial Bank & Trust | 2,200 | $571 | 12/31/2023 |
GD | 2,200 | $571 | 12/31/2023 |
Supplemental Annuity Collective Trust of NJ | 2,200 | $571 | 12/31/2023 |
GD | 2,200 | $571 | 12/31/2023 |
Colonial Trust Co SC | 2,190 | $569 | 12/31/2023 |
GD | 2,190 | $569 | 12/31/2023 |
Fisher Asset Management LLC | 2,178 | $566 | 12/31/2023 |
GD | 2,178 | $566 | 12/31/2023 |
Financial Counselors Inc. | 2,177 | $565 | 12/31/2023 |
GD | 2,177 | $565 | 12/31/2023 |
Signet Investment Advisory Group Inc. | 2,167 | $563 | 12/31/2023 |
GD | 2,167 | $563 | 12/31/2023 |
Callan Family Office LLC | 2,164 | $562 | 12/31/2023 |
GD | 2,164 | $562 | 12/31/2023 |
Williams Jones Wealth Management LLC. | 2,161 | $561 | 12/31/2023 |
GD | 2,161 | $561 | 12/31/2023 |
Miracle Mile Advisors LLC | 1,979 | $559 | 03/31/2024 |
GD | 1,979 | $559 | 03/31/2024 |
Qube Research & Technologies Ltd | $559 | 12/31/2023 | |
GD | 1,753 | $455 | 12/31/2023 |
Call | 600 | $156 | 12/31/2023 |
Put | 200 | $52 | 12/31/2023 |
Evoke Wealth LLC | 2,152 | $559 | 12/31/2023 |
GD | 2,152 | $559 | 12/31/2023 |
PAX Financial Group LLC | 2,080 | $559 | 12/31/2023 |
GD | 2,080 | $559 | 12/31/2023 |
Patriot Financial Group Insurance Agency LLC | 2,150 | $558 | 12/31/2023 |
GD | 2,150 | $558 | 12/31/2023 |
Congress Park Capital LLC | 1,970 | $557 | 03/31/2024 |
GD | 1,970 | $557 | 03/31/2024 |
LVZ Advisors Inc. | 1,969 | $556 | 03/31/2024 |
GD | 1,969 | $556 | 03/31/2024 |
Tiemann Investment Advisors LLC | 2,125 | $552 | 12/31/2023 |
GD | 2,125 | $552 | 12/31/2023 |
Cidel Asset Management Inc. | 2,125 | $552 | 12/31/2023 |
GD | 2,125 | $552 | 12/31/2023 |
Cognios Beta Neutral Large Cap Fund LP | 2,113 | $549 | 12/31/2023 |
GD | 2,113 | $549 | 12/31/2023 |
SRB Corp | 2,102 | $546 | 12/31/2023 |
GD | 2,102 | $546 | 12/31/2023 |
Investment Partners LTD. | 1,928 | $545 | 03/31/2024 |
GD | 1,928 | $545 | 03/31/2024 |
River Wealth Advisors LLC | 2,100 | $545 | 12/31/2023 |
GD | 2,100 | $545 | 12/31/2023 |
America First Investment Advisors LLC | 1,918 | $542 | 03/31/2024 |
GD | 1,918 | $542 | 03/31/2024 |
Zullo Investment Group Inc. | 1,919 | $542 | 03/31/2024 |
GD | 1,919 | $542 | 03/31/2024 |
FourThought Financial Partners LLC | 2,089 | $542 | 12/31/2023 |
GD | 2,089 | $542 | 12/31/2023 |
First National Corp MA ADV | 2,085 | $541 | 03/31/2024 |
GD | 2,085 | $541 | 03/31/2024 |
BKD Wealth Advisors LLC | 1,904 | $538 | 03/31/2024 |
GD | 1,904 | $538 | 03/31/2024 |
Cubist Systematic Strategies LLC | $536 | 12/31/2023 | |
Call | 1,100 | $286 | 12/31/2023 |
GD | 963 | $250 | 12/31/2023 |
Dorsey & Whitney Trust CO LLC | 2,059 | $535 | 12/31/2023 |
GD | 2,059 | $535 | 12/31/2023 |
Venturi Wealth Management LLC | 1,889 | $534 | 03/31/2024 |
GD | 1,889 | $534 | 03/31/2024 |
Pinnacle Wealth Management Advisory Group LLC | 2,057 | $534 | 12/31/2023 |
GD | 2,057 | $534 | 12/31/2023 |
DiMeo Schneider & Associates L.L.C. | 2,057 | $534 | 12/31/2023 |
GD | 2,057 | $534 | 12/31/2023 |
MONECO Advisors LLC | 1,887 | $533 | 03/31/2024 |
GD | 1,887 | $533 | 03/31/2024 |
Venture Visionary Partners LLC | 2,051 | $533 | 12/31/2023 |
GD | 2,051 | $533 | 12/31/2023 |
CVA Family Office LLC | 1,881 | $531 | 03/31/2024 |
GD | 1,881 | $531 | 03/31/2024 |
McGlone Suttner Wealth Management Inc. | 1,878 | $530 | 03/31/2024 |
GD | 1,878 | $530 | 03/31/2024 |
Csenge Advisory Group | 2,036 | $529 | 12/31/2023 |
GD | 2,036 | $529 | 12/31/2023 |
CWS Financial Advisors LLC | 2,035 | $529 | 12/31/2023 |
GD | 2,035 | $529 | 12/31/2023 |
Capital Investment Advisory Services LLC | 1,864 | $527 | 03/31/2024 |
GD | 1,864 | $527 | 03/31/2024 |
Rathbone Brothers plc | 2,029 | $527 | 12/31/2023 |
GD | 2,029 | $527 | 12/31/2023 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 2,027 | $526 | 12/31/2023 |
GD | 2,027 | $526 | 12/31/2023 |
Syon Capital LLC | 2,026 | $526 | 12/31/2023 |
GD | 2,026 | $526 | 12/31/2023 |
AlphaQ Advisors LLC | 2,018 | $524 | 12/31/2023 |
GD | 2,018 | $524 | 12/31/2023 |
Mraz Amerine & Associates Inc. | 2,015 | $523 | 12/31/2023 |
GD | 2,015 | $523 | 12/31/2023 |
Stevens Capital Management LP | 2,009 | $522 | 12/31/2023 |
GD | 2,009 | $522 | 12/31/2023 |
Advisors Capital Management LLC | 2,005 | $521 | 12/31/2023 |
GD | 2,005 | $521 | 12/31/2023 |
Forum Financial Management LP | 2,007 | $521 | 12/31/2023 |
GD | 2,007 | $521 | 12/31/2023 |
Centurion Wealth Management LLC | 2,003 | $520 | 12/31/2023 |
GD | 2,003 | $520 | 12/31/2023 |
Pflug Koory LLC | 1,834 | $518 | 03/31/2024 |
GD | 1,834 | $518 | 03/31/2024 |
iA Global Asset Management Inc. | 1,989 | $516 | 12/31/2023 |
GD | 1,989 | $516 | 12/31/2023 |
Clearstead Advisors LLC | 1,966 | $511 | 12/31/2023 |
GD | 1,966 | $511 | 12/31/2023 |
UniSuper Management Pty Ltd | 1,964 | $510 | 12/31/2023 |
GD | 1,964 | $510 | 12/31/2023 |
S.A. Mason LLC | 1,798 | $508 | 03/31/2024 |
GD | 1,798 | $508 | 03/31/2024 |
TI Trust Inc. | 1,800 | $508 | 03/31/2024 |
GD | 1,800 | $508 | 03/31/2024 |
TrinityPoint Wealth LLC | 1,955 | $508 | 12/31/2023 |
GD | 1,955 | $508 | 12/31/2023 |
Keystone Financial Services | 1,948 | $506 | 12/31/2023 |
GD | 1,948 | $506 | 12/31/2023 |
JNB Advisors LLC | 1,944 | $505 | 12/31/2023 |
GD | 1,944 | $505 | 12/31/2023 |
Verity Asset Management Inc. | 1,938 | $503 | 12/31/2023 |
GD | 1,938 | $503 | 12/31/2023 |
Willner & Heller LLC | 1,925 | $500 | 12/31/2023 |
GD | 1,925 | $500 | 12/31/2023 |
Argent Advisors Inc. | 1,921 | $499 | 12/31/2023 |
GD | 1,921 | $499 | 12/31/2023 |
FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 1,763 | $498 | 03/31/2024 |
GD | 1,763 | $498 | 03/31/2024 |
Cypress Capital Group | 1,917 | $498 | 12/31/2023 |
GD | 1,917 | $498 | 12/31/2023 |
Rehmann Capital Advisory Group | 1,919 | $498 | 12/31/2023 |
GD | 1,919 | $498 | 12/31/2023 |
Tranquilli Financial Advisor LLC | 1,914 | $497 | 12/31/2023 |
GD | 1,914 | $497 | 12/31/2023 |
TrueWealth Advisors LLC | 1,751 | $495 | 03/31/2024 |
GD | 1,751 | $495 | 03/31/2024 |
Corton Capital Inc. | 1,903 | $494 | 12/31/2023 |
GD | 1,903 | $494 | 12/31/2023 |
Berkshire Asset Management LLC PA | 1,898 | $493 | 12/31/2023 |
GD | 1,898 | $493 | 12/31/2023 |
Affinity Investment Advisors LLC | 1,899 | $493 | 12/31/2023 |
GD | 1,899 | $493 | 12/31/2023 |
Raleigh Capital Management Inc. | 1,897 | $493 | 12/31/2023 |
GD | 1,897 | $493 | 12/31/2023 |
Global Trust Asset Management LLC | 1,743 | $492 | 03/31/2024 |
GD | 1,743 | $492 | 03/31/2024 |
New England Professional Planning Group Inc. | 1,736 | $490 | 03/31/2024 |
GD | 1,736 | $490 | 03/31/2024 |
Goelzer Investment Management Inc. | 1,878 | $488 | 12/31/2023 |
GD | 1,878 | $488 | 12/31/2023 |
Aptus Capital Advisors LLC | 1,877 | $487 | 12/31/2023 |
GD | 1,877 | $487 | 12/31/2023 |
Bank of New Hampshire | 1,722 | $486 | 03/31/2024 |
GD | 1,722 | $486 | 03/31/2024 |
First Manhattan Co. | 1,866 | $485 | 12/31/2023 |
GD | 1,866 | $485 | 12/31/2023 |
Welch Group LLC | 1,710 | $483 | 03/31/2024 |
GD | 1,710 | $483 | 03/31/2024 |
Keel Point LLC | 1,702 | $481 | 03/31/2024 |
GD | 1,702 | $481 | 03/31/2024 |
Insight Advisors LLC PA | 1,854 | $481 | 12/31/2023 |
GD | 1,854 | $481 | 12/31/2023 |
Denali Advisors LLC | 1,700 | $480 | 03/31/2024 |
GD | 1,700 | $480 | 03/31/2024 |
Teamwork Financial Advisors LLC | 1,689 | $477 | 03/31/2024 |
GD | 1,689 | $477 | 03/31/2024 |
Smith Shellnut Wilson LLC ADV | 1,825 | $474 | 12/31/2023 |
GD | 1,825 | $474 | 12/31/2023 |
Ignite Planners LLC | 1,622 | $473 | 03/31/2024 |
GD | 1,622 | $473 | 03/31/2024 |
Narus Financial Partners LLC | 1,665 | $470 | 03/31/2024 |
GD | 1,665 | $470 | 03/31/2024 |
GYL Financial Synergies LLC | 1,810 | $470 | 12/31/2023 |
GD | 1,810 | $470 | 12/31/2023 |
Kingfisher Capital LLC | 1,800 | $467 | 12/31/2023 |
GD | 1,800 | $467 | 12/31/2023 |
Sandy Spring Bank | 1,786 | $464 | 12/31/2023 |
GD | 1,786 | $464 | 12/31/2023 |
CHICAGO TRUST Co NA | 1,635 | $462 | 03/31/2024 |
GD | 1,635 | $462 | 03/31/2024 |
Pitcairn Co. | 1,779 | $462 | 12/31/2023 |
GD | 1,779 | $462 | 12/31/2023 |
Kingdom Financial Group LLC. | 1,780 | $462 | 12/31/2023 |
GD | 1,780 | $462 | 12/31/2023 |
Cornell Pochily Investment Advisors Inc. | 1,633 | $461 | 03/31/2024 |
GD | 1,633 | $461 | 03/31/2024 |
Gray Wealth Management Inc. | 1,773 | $460 | 12/31/2023 |
GD | 1,773 | $460 | 12/31/2023 |
Fulcrum Equity Management | 1,624 | $459 | 03/31/2024 |
GD | 1,624 | $459 | 03/31/2024 |
Angeles Investment Advisors LLC | 1,764 | $458 | 12/31/2023 |
GD | 1,764 | $458 | 12/31/2023 |
Quadrant Capital Group LLC | 1,762 | $458 | 12/31/2023 |
GD | 1,762 | $458 | 12/31/2023 |
Beverly Hills Private Wealth LLC | 1,765 | $458 | 12/31/2023 |
GD | 1,765 | $458 | 12/31/2023 |
First Financial Bank Trust Division | 1,613 | $456 | 03/31/2024 |
GD | 1,613 | $456 | 03/31/2024 |
Silverlake Wealth Management LLC | 1,614 | $456 | 03/31/2024 |
GD | 1,614 | $456 | 03/31/2024 |
Putnam Investments LLC | 1,755 | $456 | 12/31/2023 |
GD | 1,755 | $456 | 12/31/2023 |
MQS Management LLC | 1,751 | $455 | 12/31/2023 |
GD | 1,751 | $455 | 12/31/2023 |
Benjamin Edwards Inc. | 1,748 | $454 | 12/31/2023 |
GD | 1,748 | $454 | 12/31/2023 |
Hilltop Holdings Inc. | 1,745 | $453 | 12/31/2023 |
GD | 1,745 | $453 | 12/31/2023 |
Sontag Advisory LLC | 1,744 | $453 | 12/31/2023 |
GD | 1,744 | $453 | 12/31/2023 |
Pinnacle Wealth Planning Services Inc. | 1,734 | $450 | 12/31/2023 |
GD | 1,734 | $450 | 12/31/2023 |
Woodward Diversified Capital LLC | 1,727 | $448 | 12/31/2023 |
GD | 1,727 | $448 | 12/31/2023 |
Chicago Partners Investment Group LLC | 1,524 | $446 | 03/31/2024 |
GD | 1,524 | $446 | 03/31/2024 |
Symmetry Partners LLC | 1,578 | $446 | 03/31/2024 |
GD | 1,578 | $446 | 03/31/2024 |
Accel Wealth Management | 1,577 | $445 | 03/31/2024 |
GD | 1,577 | $445 | 03/31/2024 |
Journey Advisory Group LLC | 1,714 | $445 | 12/31/2023 |
GD | 1,714 | $445 | 12/31/2023 |
Greenfield Savings Bank | 1,570 | $444 | 03/31/2024 |
GD | 1,570 | $444 | 03/31/2024 |
Moseley Investment Management Inc. | 1,567 | $443 | 03/31/2024 |
GD | 1,567 | $443 | 03/31/2024 |
Lodestar Private Asset Management LLC | 1,565 | $442 | 03/31/2024 |
GD | 1,565 | $442 | 03/31/2024 |
Strategic Investment Advisors MI | 1,557 | $440 | 03/31/2024 |
GD | 1,557 | $440 | 03/31/2024 |
Retirement Planning Co of New England Inc. | 1,689 | $439 | 12/31/2023 |
GD | 1,689 | $439 | 12/31/2023 |
Schmidt P J Investment Management Inc. | 1,549 | $438 | 03/31/2024 |
GD | 1,549 | $438 | 03/31/2024 |
Lakewood Asset Management LLC | 1,552 | $438 | 03/31/2024 |
GD | 1,552 | $438 | 03/31/2024 |
Drive Wealth Management LLC | 1,536 | $434 | 03/31/2024 |
GD | 1,536 | $434 | 03/31/2024 |
Lane & Associates LLC | 1,518 | $429 | 03/31/2024 |
GD | 1,518 | $429 | 03/31/2024 |
Davis R M Inc. | 1,654 | $429 | 12/31/2023 |
GD | 1,654 | $429 | 12/31/2023 |
LifePlan Financial LLC | 1,654 | $429 | 12/31/2023 |
GD | 1,654 | $429 | 12/31/2023 |
Ballast Inc. | 1,650 | $428 | 12/31/2023 |
GD | 1,650 | $428 | 12/31/2023 |
Aaron Wealth Advisors | 1,510 | $427 | 03/31/2024 |
GD | 1,510 | $427 | 03/31/2024 |
Atticus Wealth Management LLC | 1,508 | $426 | 03/31/2024 |
GD | 1,508 | $426 | 03/31/2024 |
Harbour Trust & Investment Management Co | 1,507 | $426 | 03/31/2024 |
GD | 1,507 | $426 | 03/31/2024 |
Diversified Trust Co | 1,503 | $425 | 03/31/2024 |
GD | 1,503 | $425 | 03/31/2024 |
Davis Capital Management | 1,455 | $424 | 03/31/2024 |
GD | 1,455 | $424 | 03/31/2024 |
Gulf International Bank UK Ltd | 1,500 | $423 | 03/31/2024 |
GD | 1,500 | $423 | 03/31/2024 |
Boyar Asset Management Inc. | 1,621 | $421 | 12/31/2023 |
GD | 1,621 | $421 | 12/31/2023 |
Montecito Bank & Trust | 1,487 | $420 | 03/31/2024 |
GD | 1,487 | $420 | 03/31/2024 |
First National Bank Sioux Falls | 1,477 | $417 | 03/31/2024 |
GD | 1,477 | $417 | 03/31/2024 |
Atomi Financial Group Inc. | 1,607 | $417 | 12/31/2023 |
GD | 1,607 | $417 | 12/31/2023 |
Hurlow Wealth Management Group Inc. | 1,471 | $416 | 03/31/2024 |
GD | 1,471 | $416 | 03/31/2024 |
Levin Capital Strategies L.P. | 1,599 | $415 | 12/31/2023 |
GD | 1,599 | $415 | 12/31/2023 |
Aureus Asset Management LLC | 1,600 | $415 | 12/31/2023 |
GD | 1,600 | $415 | 12/31/2023 |
Patten & Patten Inc. TN | 1,593 | $414 | 12/31/2023 |
GD | 1,593 | $414 | 12/31/2023 |
Evergreen Capital Management LLC | 1,593 | $414 | 12/31/2023 |
GD | 1,593 | $414 | 12/31/2023 |
CWA Asset Management Group LLC | 1,595 | $414 | 12/31/2023 |
GD | 1,595 | $414 | 12/31/2023 |
Chesley Taft & Associates LLC | 1,455 | $411 | 03/31/2024 |
GD | 1,455 | $411 | 03/31/2024 |
Ausdal Financial Partners Inc. | 1,449 | $409 | 03/31/2024 |
GD | 1,449 | $409 | 03/31/2024 |
United Community Bank | 1,577 | $409 | 12/31/2023 |
GD | 1,577 | $409 | 12/31/2023 |
Belpointe Asset Management LLC | 1,569 | $408 | 12/31/2023 |
GD | 1,569 | $408 | 12/31/2023 |
Signal Advisors Wealth LLC | 1,441 | $407 | 03/31/2024 |
GD | 1,441 | $407 | 03/31/2024 |
Valley Brook Capital Group | 1,566 | $407 | 12/31/2023 |
GD | 1,566 | $407 | 12/31/2023 |
Sachetta LLC | 1,563 | $406 | 12/31/2023 |
GD | 1,563 | $406 | 12/31/2023 |
Capstone Wealth Management Group LLC | 1,435 | $405 | 03/31/2024 |
GD | 1,435 | $405 | 03/31/2024 |
Legacy Trust | 1,430 | $404 | 03/31/2024 |
GD | 1,430 | $404 | 03/31/2024 |
Miller Investment Management LP | 1,554 | $404 | 12/31/2023 |
GD | 1,554 | $404 | 12/31/2023 |
Wall Street Access Asset Management LLC | 1,555 | $404 | 12/31/2023 |
GD | 1,555 | $404 | 12/31/2023 |
Guidance Point Advisors LLC | 1,555 | $404 | 12/31/2023 |
GD | 1,555 | $404 | 12/31/2023 |
Summit Asset Management LLC | 1,547 | $402 | 12/31/2023 |
GD | 1,547 | $402 | 12/31/2023 |
Primoris Wealth Advisors LLC | 1,547 | $402 | 12/31/2023 |
GD | 1,547 | $402 | 12/31/2023 |
Western Wealth Management LLC | 1,546 | $401 | 12/31/2023 |
GD | 1,546 | $401 | 12/31/2023 |
Siemens Fonds Invest GmbH | 1,545 | $401 | 12/31/2023 |
GD | 1,545 | $401 | 12/31/2023 |
Harbor Investment Advisory LLC | 1,413 | $399 | 03/31/2024 |
GD | 1,413 | $399 | 03/31/2024 |
Capital Market Strategies LLC | 1,414 | $399 | 03/31/2024 |
GD | 1,414 | $399 | 03/31/2024 |
Capital Planning LLC | 1,400 | $395 | 03/31/2024 |
GD | 1,400 | $395 | 03/31/2024 |
Worth Asset Management LLC | 1,398 | $395 | 03/31/2024 |
GD | 1,398 | $395 | 03/31/2024 |
Robertson Stephens Wealth Management LLC | 1,523 | $395 | 12/31/2023 |
GD | 1,523 | $395 | 12/31/2023 |
Rockland Trust Co. | 1,394 | $394 | 03/31/2024 |
GD | 1,394 | $394 | 03/31/2024 |
Austin Private Wealth LLC | 1,350 | $394 | 03/31/2024 |
GD | 1,350 | $394 | 03/31/2024 |
LaFleur & Godfrey LLC | 1,390 | $393 | 03/31/2024 |
GD | 1,390 | $393 | 03/31/2024 |
Pinnacle West Asset Management Inc. | 1,390 | $393 | 03/31/2024 |
GD | 1,390 | $393 | 03/31/2024 |
Samalin Investment Counsel LLC | 1,513 | $393 | 12/31/2023 |
GD | 1,513 | $393 | 12/31/2023 |
Clarius Group LLC | 1,386 | $392 | 03/31/2024 |
GD | 1,386 | $392 | 03/31/2024 |
Industrial Alliance Investment Management Inc. | 1,508 | $392 | 12/31/2023 |
GD | 1,508 | $392 | 12/31/2023 |
Westpac Banking Corp | 1,505 | $391 | 12/31/2023 |
GD | 1,505 | $391 | 12/31/2023 |
FirstPurpose Wealth LLC | 1,343 | $390 | 03/31/2024 |
GD | 1,343 | $390 | 03/31/2024 |
Gerber Kawasaki Wealth & Investment Management | 1,502 | $390 | 12/31/2023 |
GD | 1,502 | $390 | 12/31/2023 |
Foundations Investment Advisors LLC | 1,455 | $388 | 12/31/2023 |
GD | 1,455 | $388 | 12/31/2023 |
Acadian Asset Management LLC | 1,494 | $387 | 12/31/2023 |
GD | 1,494 | $387 | 12/31/2023 |
Girard Partners LTD. | 1,491 | $387 | 12/31/2023 |
GD | 1,491 | $387 | 12/31/2023 |
Quadrant Private Wealth Management LLC | 1,491 | $387 | 12/31/2023 |
GD | 1,491 | $387 | 12/31/2023 |
Honkamp Krueger Financial Services Inc. | 1,487 | $386 | 12/31/2023 |
GD | 1,487 | $386 | 12/31/2023 |
Connecticut Wealth Management LLC | 1,478 | $384 | 12/31/2023 |
GD | 1,478 | $384 | 12/31/2023 |
Financial Advisors Network Inc. | 1,480 | $384 | 12/31/2023 |
GD | 1,480 | $384 | 12/31/2023 |
Lcnb Corp | 1,467 | $381 | 12/31/2023 |
GD | 1,467 | $381 | 12/31/2023 |
Cambridge Trust Co. | 1,459 | $379 | 12/31/2023 |
GD | 1,459 | $379 | 12/31/2023 |
AlTi Global Inc. | 1,449 | $376 | 12/31/2023 |
GD | 1,449 | $376 | 12/31/2023 |
LGL Partners LLC | 1,434 | $372 | 12/31/2023 |
GD | 1,434 | $372 | 12/31/2023 |
Capital Advisors Ltd. LLC | 1,309 | $370 | 03/31/2024 |
GD | 1,309 | $370 | 03/31/2024 |
Koshinski Asset Management Inc. | 1,426 | $370 | 12/31/2023 |
GD | 1,426 | $370 | 12/31/2023 |
ERn Financial LLC | 1,307 | $369 | 03/31/2024 |
GD | 1,307 | $369 | 03/31/2024 |
Pennsylvania Capital Management Inc. ADV | 1,413 | $367 | 12/31/2023 |
GD | 1,413 | $367 | 12/31/2023 |
Abacus Planning Group Inc. | 1,294 | $366 | 03/31/2024 |
GD | 1,294 | $366 | 03/31/2024 |
Crescent Grove Advisors LLC | 1,400 | $364 | 12/31/2023 |
GD | 1,400 | $364 | 12/31/2023 |
Empire Financial Management Company LLC | 1,403 | $364 | 12/31/2023 |
GD | 1,403 | $364 | 12/31/2023 |
Hoxton Planning & Management LLC | 1,286 | $363 | 03/31/2024 |
GD | 1,286 | $363 | 03/31/2024 |
CNB Bank | 1,386 | $360 | 12/31/2023 |
GD | 1,386 | $360 | 12/31/2023 |
Napatree Capital LLC | 1,384 | $359 | 12/31/2023 |
GD | 1,384 | $359 | 12/31/2023 |
PFG Investments LLC | 1,268 | $358 | 03/31/2024 |
GD | 1,268 | $358 | 03/31/2024 |
Annis Gardner Whiting Capital Advisors LLC | 1,370 | $356 | 12/31/2023 |
GD | 1,370 | $356 | 12/31/2023 |
Mosaic Family Wealth Partners LLC | 1,365 | $354 | 12/31/2023 |
GD | 1,365 | $354 | 12/31/2023 |
Investors Asset Management of Georgia Inc. GA ADV | 1,250 | $353 | 03/31/2024 |
GD | 1,250 | $353 | 03/31/2024 |
Entropy Technologies LP | 1,358 | $353 | 12/31/2023 |
GD | 1,358 | $353 | 12/31/2023 |
Nwam LLC | 1,331 | $346 | 12/31/2023 |
GD | 1,331 | $346 | 12/31/2023 |
Optimum Investment Advisors | 1,222 | $345 | 03/31/2024 |
GD | 1,222 | $345 | 03/31/2024 |
Meritage Portfolio Management | 1,328 | $345 | 12/31/2023 |
GD | 1,328 | $345 | 12/31/2023 |
Change Path LLC | 1,329 | $345 | 12/31/2023 |
GD | 1,329 | $345 | 12/31/2023 |
Naples Global Advisors LLC | 1,320 | $343 | 12/31/2023 |
GD | 1,320 | $343 | 12/31/2023 |
Lake Street Financial LLC | 1,202 | $340 | 03/31/2024 |
GD | 1,202 | $340 | 03/31/2024 |
Bill Few Associates Inc. | 1,202 | $340 | 03/31/2024 |
GD | 1,202 | $340 | 03/31/2024 |
Bank of Nova Scotia Trust Co. | 1,311 | $340 | 12/31/2023 |
GD | 1,311 | $340 | 12/31/2023 |
Trinity Financial Advisors LLC | 1,200 | $339 | 03/31/2024 |
GD | 1,200 | $339 | 03/31/2024 |
Resonant Capital Advisors LLC | 1,304 | $339 | 12/31/2023 |
GD | 1,304 | $339 | 12/31/2023 |
FLC Capital Advisors | 1,296 | $337 | 12/31/2023 |
GD | 1,296 | $337 | 12/31/2023 |
Matthew Goff Investment Advisor LLC | 1,182 | $334 | 03/31/2024 |
GD | 1,182 | $334 | 03/31/2024 |
Burns J W & Co. Inc. NY | 1,182 | $334 | 03/31/2024 |
GD | 1,182 | $334 | 03/31/2024 |
Putnam FL Investment Management Co. | 1,286 | $334 | 12/31/2023 |
GD | 1,286 | $334 | 12/31/2023 |
JFS Wealth Advisors LLC | 1,286 | $334 | 12/31/2023 |
GD | 1,286 | $334 | 12/31/2023 |
MCF Advisors LLC | 1,179 | $333 | 03/31/2024 |
GD | 1,179 | $333 | 03/31/2024 |
Lakeview Capital Partners LLC | 1,284 | $333 | 12/31/2023 |
GD | 1,284 | $333 | 12/31/2023 |
Caitlin John LLC | 1,276 | $331 | 12/31/2023 |
GD | 1,276 | $331 | 12/31/2023 |
Summit Trail Advisors LLC | 1,168 | $330 | 03/31/2024 |
GD | 1,168 | $330 | 03/31/2024 |
Evermay Wealth Management LLC | 1,271 | $330 | 12/31/2023 |
GD | 1,271 | $330 | 12/31/2023 |
Global Retirement Partners LLC | 1,162 | $328 | 03/31/2024 |
GD | 1,162 | $328 | 03/31/2024 |
Wellington Shields & Co. LLC | 1,264 | $328 | 12/31/2023 |
GD | 1,264 | $328 | 12/31/2023 |
Insight Folios Inc | 1,152 | $326 | 03/31/2024 |
GD | 1,152 | $326 | 03/31/2024 |
Renaissance Group LLC | 1,150 | $325 | 03/31/2024 |
GD | 1,150 | $325 | 03/31/2024 |
Baystate Wealth Management LLC | 1,247 | $324 | 12/31/2023 |
GD | 1,247 | $324 | 12/31/2023 |
Financial Advocates Investment Management | 1,248 | $324 | 12/31/2023 |
GD | 1,248 | $324 | 12/31/2023 |
Everett Harris & Co. CA | 1,136 | $321 | 03/31/2024 |
GD | 1,136 | $321 | 03/31/2024 |
WCM Investment Management LLC | 1,134 | $320 | 03/31/2024 |
GD | 1,134 | $320 | 03/31/2024 |
MPS Loria Financial Planners LLC | 1,132 | $320 | 03/31/2024 |
GD | 1,132 | $320 | 03/31/2024 |
Edgestream Partners L.P. | 1,231 | $320 | 12/31/2023 |
GD | 1,231 | $320 | 12/31/2023 |
One Wealth Advisors LLC | 1,127 | $318 | 03/31/2024 |
GD | 1,127 | $318 | 03/31/2024 |
Arista Wealth Management LLC | 1,124 | $318 | 03/31/2024 |
GD | 1,124 | $318 | 03/31/2024 |
MMA Asset Management LLC | 1,174 | $317 | 12/31/2023 |
GD | 1,174 | $317 | 12/31/2023 |
Atlantic Union Bankshares Corp | 1,119 | $316 | 03/31/2024 |
GD | 1,119 | $316 | 03/31/2024 |
Kovack Advisors Inc. | 1,117 | $316 | 03/31/2024 |
GD | 1,117 | $316 | 03/31/2024 |
Alhambra Investment Partners LLC | 1,118 | $316 | 03/31/2024 |
GD | 1,118 | $316 | 03/31/2024 |
Courage Capital Management LLC | 1,200 | $312 | 12/31/2023 |
GD | 1,200 | $312 | 12/31/2023 |
Capital Investment Counsel Inc | 1,200 | $312 | 12/31/2023 |
GD | 1,200 | $312 | 12/31/2023 |
One River Asset Management LLC | $312 | 12/31/2023 | |
Call | 1,200 | $312 | 12/31/2023 |
Lester Murray Antman dba SimplyRich | 1,203 | $312 | 12/31/2023 |
GD | 1,203 | $312 | 12/31/2023 |
Lindbrook Capital LLC | 1,102 | $311 | 03/31/2024 |
GD | 1,102 | $311 | 03/31/2024 |
Klingenstein Fields & Co. LP | 1,199 | $311 | 12/31/2023 |
GD | 1,199 | $311 | 12/31/2023 |
SILVER OAK SECURITIES Inc | 1,197 | $311 | 12/31/2023 |
GD | 1,197 | $311 | 12/31/2023 |
Quest Partners LLC | 1,193 | $310 | 12/31/2023 |
GD | 1,193 | $310 | 12/31/2023 |
Smith Salley & Associates | 1,192 | $309 | 12/31/2023 |
GD | 1,192 | $309 | 12/31/2023 |
Vestmark Advisory Solutions Inc. | 1,188 | $308 | 12/31/2023 |
GD | 1,188 | $308 | 12/31/2023 |
Sentry Investment Management LLC | 1,182 | $307 | 12/31/2023 |
GD | 1,182 | $307 | 12/31/2023 |
Castle Rock Wealth Management LLC | 1,210 | $307 | 12/31/2023 |
GD | 1,210 | $307 | 12/31/2023 |
FUKOKU MUTUAL LIFE INSURANCE Co | 1,177 | $306 | 12/31/2023 |
GD | 1,177 | $306 | 12/31/2023 |
Trust Point Inc. | 1,080 | $305 | 03/31/2024 |
GD | 1,080 | $305 | 03/31/2024 |
Montis Financial LLC | 1,075 | $304 | 03/31/2024 |
GD | 1,075 | $304 | 03/31/2024 |
Aprio Wealth Management LLC | 1,073 | $303 | 03/31/2024 |
GD | 1,073 | $303 | 03/31/2024 |
Gillespie Robinson & Grimm Inc. | 1,070 | $302 | 03/31/2024 |
GD | 1,070 | $302 | 03/31/2024 |
Wealth Alliance Advisory Group LLC | 1,069 | $302 | 03/31/2024 |
GD | 1,069 | $302 | 03/31/2024 |
Salvus Wealth Management LLC | 1,068 | $302 | 03/31/2024 |
GD | 1,068 | $302 | 03/31/2024 |
Vicus Capital | 1,064 | $301 | 03/31/2024 |
GD | 1,064 | $301 | 03/31/2024 |
Coastal Investment Advisors Inc. | 1,065 | $301 | 03/31/2024 |
GD | 1,065 | $301 | 03/31/2024 |
Piscataqua Savings Bank | 1,067 | $301 | 03/31/2024 |
GD | 1,067 | $301 | 03/31/2024 |
Trust Co of the South | 1,067 | $301 | 03/31/2024 |
GD | 1,067 | $301 | 03/31/2024 |
Hamilton Point Investment Advisors LLC | 1,159 | $301 | 12/31/2023 |
GD | 1,159 | $301 | 12/31/2023 |
BancFirst Trust & Investment Management | 1,063 | $300 | 03/31/2024 |
GD | 1,063 | $300 | 03/31/2024 |
Ashton Thomas Private Wealth LLC | 1,063 | $300 | 03/31/2024 |
GD | 1,063 | $300 | 03/31/2024 |
City Holding Co. | 1,057 | $299 | 03/31/2024 |
GD | 1,057 | $299 | 03/31/2024 |
Mezzasalma Advisors LLC | 1,058 | $299 | 03/31/2024 |
GD | 1,058 | $299 | 03/31/2024 |
Clarkston Capital Partners LLC | 1,142 | $297 | 12/31/2023 |
GD | 1,142 | $297 | 12/31/2023 |
Matisse Capital | 1,145 | $297 | 12/31/2023 |
GD | 1,145 | $297 | 12/31/2023 |
Terra Nova Asset Management LLC | 1,043 | $295 | 03/31/2024 |
GD | 1,043 | $295 | 03/31/2024 |
Romano Brothers AND Company | 1,037 | $293 | 03/31/2024 |
GD | 1,037 | $293 | 03/31/2024 |
Cooper Financial Group | 1,038 | $293 | 03/31/2024 |
GD | 1,038 | $293 | 03/31/2024 |
Patrick M Sweeney & Associates Inc. | 1,038 | $293 | 03/31/2024 |
GD | 1,038 | $293 | 03/31/2024 |
1620 Investment Advisors Inc. | 1,123 | $292 | 12/31/2023 |
GD | 1,123 | $292 | 12/31/2023 |
Brooks Moore & Associates Inc. | 1,111 | $288 | 12/31/2023 |
GD | 1,111 | $288 | 12/31/2023 |
Fort L.P. | 1,104 | $287 | 12/31/2023 |
GD | 1,104 | $287 | 12/31/2023 |
Trinity Legacy Partners LLC | 1,012 | $286 | 03/31/2024 |
GD | 1,012 | $286 | 03/31/2024 |
Prelude Capital Management LLC | 1,092 | $284 | 12/31/2023 |
GD | 1,092 | $284 | 12/31/2023 |
Keebeck Alpha LP | 1,092 | $284 | 12/31/2023 |
GD | 1,092 | $284 | 12/31/2023 |
Allen Capital Group LLC | 999 | $282 | 03/31/2024 |
GD | 999 | $282 | 03/31/2024 |
Buckley Wealth Management LLC | 1,000 | $282 | 03/31/2024 |
GD | 1,000 | $282 | 03/31/2024 |
Sterling Financial Planning Inc. | 1,085 | $282 | 12/31/2023 |
GD | 1,085 | $282 | 12/31/2023 |
Douglas Lane & Associates LLC | 995 | $281 | 03/31/2024 |
GD | 995 | $281 | 03/31/2024 |
Southland Equity Partners LLC | 992 | $280 | 03/31/2024 |
GD | 992 | $280 | 03/31/2024 |
First Foundation Advisors | 1,074 | $279 | 12/31/2023 |
GD | 1,074 | $279 | 12/31/2023 |
Paces Ferry Wealth Advisors LLC | 1,070 | $278 | 12/31/2023 |
GD | 1,070 | $278 | 12/31/2023 |
Wolff Financial Management LLC | 980 | $277 | 03/31/2024 |
GD | 980 | $277 | 03/31/2024 |
TCG Advisory Services LLC | 1,063 | $276 | 12/31/2023 |
GD | 1,063 | $276 | 12/31/2023 |
Empirical Asset Management LLC | 1,063 | $276 | 12/31/2023 |
GD | 1,063 | $276 | 12/31/2023 |
Leonard Rickey Investment Advisors P.L.L.C. | 974 | $275 | 03/31/2024 |
GD | 974 | $275 | 03/31/2024 |
Sage Mountain Advisors LLC | 970 | $274 | 03/31/2024 |
GD | 970 | $274 | 03/31/2024 |
Copperwynd Financial LLC | 1,056 | $274 | 12/31/2023 |
GD | 1,056 | $274 | 12/31/2023 |
JB Capital LLC | 1,056 | $274 | 12/31/2023 |
GD | 1,056 | $274 | 12/31/2023 |
Team Hewins LLC | 1,054 | $274 | 12/31/2023 |
GD | 1,054 | $274 | 12/31/2023 |
Chilton Investment Co. LLC | 1,050 | $273 | 12/31/2023 |
GD | 1,050 | $273 | 12/31/2023 |
Colonial River Wealth Management LLC | 1,050 | $273 | 12/31/2023 |
GD | 1,050 | $273 | 12/31/2023 |
Flagship Harbor Advisors LLC | 962 | $272 | 03/31/2024 |
GD | 962 | $272 | 03/31/2024 |
Penserra Capital Management LLC | 1,052 | $272 | 12/31/2023 |
GD | 1,052 | $272 | 12/31/2023 |
Inscription Capital LLC | 939 | $271 | 03/31/2024 |
GD | 939 | $271 | 03/31/2024 |
VeraBank N.A. | 1,042 | $271 | 12/31/2023 |
GD | 1,042 | $271 | 12/31/2023 |
Evanson Asset Management LLC | 957 | $270 | 03/31/2024 |
GD | 957 | $270 | 03/31/2024 |
Crown Wealth Group LLC | 1,038 | $270 | 12/31/2023 |
GD | 1,038 | $270 | 12/31/2023 |
Manchester Financial Inc. | 951 | $269 | 03/31/2024 |
GD | 951 | $269 | 03/31/2024 |
Acorn Creek Capital LLC | 952 | $269 | 03/31/2024 |
GD | 952 | $269 | 03/31/2024 |
RiverGlades Family Offices LLC | 1,000 | $269 | 12/31/2023 |
GD | 1,000 | $269 | 12/31/2023 |
Great Valley Advisor Group Inc. | 1,036 | $269 | 12/31/2023 |
GD | 1,036 | $269 | 12/31/2023 |
Aurum Wealth Management Group LLC | 946 | $267 | 03/31/2024 |
GD | 946 | $267 | 03/31/2024 |
Heritage Trust Co | 1,029 | $267 | 12/31/2023 |
GD | 1,029 | $267 | 12/31/2023 |
Aberdeen Wealth Management LLC | 1,030 | $267 | 12/31/2023 |
GD | 1,030 | $267 | 12/31/2023 |
City State Bank | 942 | $266 | 03/31/2024 |
GD | 942 | $266 | 03/31/2024 |
CRA Financial Services LLC | 937 | $265 | 03/31/2024 |
GD | 937 | $265 | 03/31/2024 |
Cobblestone Capital Advisors LLC NY | 1,020 | $265 | 12/31/2023 |
GD | 1,020 | $265 | 12/31/2023 |
Morton Community Bank | 1,018 | $264 | 12/31/2023 |
GD | 1,018 | $264 | 12/31/2023 |
Stewardship Advisors LLC | 930 | $263 | 03/31/2024 |
GD | 930 | $263 | 03/31/2024 |
Armstrong Advisory Group Inc. | 1,011 | $263 | 03/31/2024 |
GD | 1,011 | $263 | 03/31/2024 |
Grimes & Company Inc. | 928 | $262 | 03/31/2024 |
GD | 928 | $262 | 03/31/2024 |
Jeppson Wealth Management LLC | 925 | $261 | 03/31/2024 |
GD | 925 | $261 | 03/31/2024 |
Pettyjohn Wood & White Inc. | 1,004 | $261 | 12/31/2023 |
GD | 1,004 | $261 | 12/31/2023 |
Sunesis Advisors LLC | 1,006 | $261 | 12/31/2023 |
GD | 1,006 | $261 | 12/31/2023 |
First Financialcorp IN | 921 | $260 | 03/31/2024 |
GD | 921 | $260 | 03/31/2024 |
Measured Wealth Private Client Group LLC | 919 | $260 | 03/31/2024 |
GD | 919 | $260 | 03/31/2024 |
Doheny Asset Management CA | 1,000 | $260 | 12/31/2023 |
GD | 1,000 | $260 | 12/31/2023 |
Noesis Capital Mangement Corp | 1,000 | $260 | 12/31/2023 |
GD | 1,000 | $260 | 12/31/2023 |
Wellington Shields Capital Management LLC | 1,000 | $260 | 12/31/2023 |
GD | 1,000 | $260 | 12/31/2023 |
Scholtz & Company LLC | 1,000 | $260 | 12/31/2023 |
GD | 1,000 | $260 | 12/31/2023 |
Options Solutions LLC | 1,000 | $260 | 12/31/2023 |
GD | 1,000 | $260 | 12/31/2023 |
Maverick Capital Ltd. | 996 | $259 | 12/31/2023 |
GD | 996 | $259 | 12/31/2023 |
Zuckerman Investment Group LLC | 997 | $259 | 12/31/2023 |
GD | 997 | $259 | 12/31/2023 |
Gateway Advisory LLC | 999 | $259 | 12/31/2023 |
GD | 999 | $259 | 12/31/2023 |
Quantbot Technologies LP | 999 | $259 | 12/31/2023 |
GD | 999 | $259 | 12/31/2023 |
HBC Financial Services PLLC | 1,000 | $259 | 12/31/2023 |
GD | 1,000 | $259 | 12/31/2023 |
Headinvest LLC | 994 | $258 | 12/31/2023 |
GD | 994 | $258 | 12/31/2023 |
Beacon Investment Advisory Services Inc. | 992 | $258 | 12/31/2023 |
GD | 992 | $258 | 12/31/2023 |
White Pine Capital LLC | 988 | $257 | 12/31/2023 |
GD | 988 | $257 | 12/31/2023 |
Parsons Capital Management Inc. RI | 907 | $256 | 03/31/2024 |
GD | 907 | $256 | 03/31/2024 |
Charter Trust Co. | 907 | $256 | 03/31/2024 |
GD | 907 | $256 | 03/31/2024 |
M. Kraus & Co | 906 | $256 | 03/31/2024 |
GD | 906 | $256 | 03/31/2024 |
Von Berge Wealth Management Group LLC | 905 | $256 | 03/31/2024 |
GD | 905 | $256 | 03/31/2024 |
Tradition Wealth Management LLC | 982 | $255 | 12/31/2023 |
GD | 982 | $255 | 12/31/2023 |
Helen Stephens Group LLC | 900 | $254 | 03/31/2024 |
GD | 900 | $254 | 03/31/2024 |
DGS Capital Management LLC | 900 | $254 | 03/31/2024 |
GD | 900 | $254 | 03/31/2024 |
Tranquility Partners LLC | 977 | $254 | 12/31/2023 |
GD | 977 | $254 | 12/31/2023 |
TMD Wealth Management LLC | 977 | $254 | 12/31/2023 |
GD | 977 | $254 | 12/31/2023 |
Heartwood Wealth Advisors LLC | 896 | $253 | 03/31/2024 |
GD | 896 | $253 | 03/31/2024 |
V Square Quantitative Management LLC | 894 | $253 | 03/31/2024 |
GD | 894 | $253 | 03/31/2024 |
Cyndeo Wealth Partners LLC | 894 | $253 | 03/31/2024 |
GD | 894 | $253 | 03/31/2024 |
Leo Wealth LLC | 951 | $253 | 12/31/2023 |
GD | 951 | $253 | 12/31/2023 |
Allen Wealth Management LLC | 975 | $253 | 12/31/2023 |
GD | 975 | $253 | 12/31/2023 |
First Trust Investment Solutions L.P. | 969 | $252 | 12/31/2023 |
GD | 969 | $252 | 12/31/2023 |
Addison Advisors LLC | 967 | $251 | 12/31/2023 |
GD | 967 | $251 | 12/31/2023 |
Stanley Laman Group Ltd. | 880 | $249 | 03/31/2024 |
GD | 880 | $249 | 03/31/2024 |
Davies Financial Advisors Inc. | 882 | $249 | 03/31/2024 |
GD | 882 | $249 | 03/31/2024 |
Revolve Wealth Partners LLC | 878 | $248 | 03/31/2024 |
GD | 878 | $248 | 03/31/2024 |
Horizon Bancorp Inc. IN | 874 | $247 | 03/31/2024 |
GD | 874 | $247 | 03/31/2024 |
Hamilton Capital LLC | 950 | $247 | 12/31/2023 |
GD | 950 | $247 | 12/31/2023 |
Certified Advisory Corp | 953 | $247 | 12/31/2023 |
GD | 953 | $247 | 12/31/2023 |
WealthCare Investment Partners LLC | 868 | $245 | 03/31/2024 |
GD | 868 | $245 | 03/31/2024 |
PBMares Wealth Management LLC | 940 | $244 | 12/31/2023 |
GD | 940 | $244 | 12/31/2023 |
Curi Capital | 940 | $244 | 12/31/2023 |
GD | 940 | $244 | 12/31/2023 |
Cypress Wealth Services LLC | 862 | $243 | 03/31/2024 |
GD | 862 | $243 | 03/31/2024 |
Walter & Keenan Financial Consulting Co. MI ADV | 937 | $243 | 12/31/2023 |
GD | 937 | $243 | 12/31/2023 |
Waters Parkerson & CO. LLC | 932 | $242 | 12/31/2023 |
GD | 932 | $242 | 12/31/2023 |
Fortitude Advisory Group L.L.C. | 931 | $242 | 12/31/2023 |
GD | 931 | $242 | 12/31/2023 |
Adell Harriman & Carpenter Inc. | 849 | $240 | 03/31/2024 |
GD | 849 | $240 | 03/31/2024 |
Schnieders Capital Management LLC | 849 | $240 | 03/31/2024 |
GD | 849 | $240 | 03/31/2024 |
Wagner Wealth Management LLC | 849 | $240 | 03/31/2024 |
GD | 849 | $240 | 03/31/2024 |
Aurora Private Wealth Inc. | 849 | $240 | 03/31/2024 |
GD | 849 | $240 | 03/31/2024 |
Aull & Monroe Investment Management Corp | 925 | $240 | 12/31/2023 |
GD | 925 | $240 | 12/31/2023 |
Allstate Corp | 920 | $239 | 12/31/2023 |
GD | 920 | $239 | 12/31/2023 |
3Chopt Investment Partners LLC | 921 | $239 | 12/31/2023 |
GD | 921 | $239 | 12/31/2023 |
Associated Banc Corp | 915 | $238 | 12/31/2023 |
GD | 915 | $238 | 12/31/2023 |
Transform Wealth LLC | 839 | $237 | 03/31/2024 |
GD | 839 | $237 | 03/31/2024 |
Naviter Wealth LLC | 840 | $237 | 03/31/2024 |
GD | 840 | $237 | 03/31/2024 |
Breakwater Capital Group | 840 | $237 | 03/31/2024 |
GD | 840 | $237 | 03/31/2024 |
Focus Financial Network Inc. ADV | 900 | $234 | 12/31/2023 |
GD | 900 | $234 | 12/31/2023 |
Close Asset Management Ltd | 900 | $234 | 12/31/2023 |
GD | 900 | $234 | 12/31/2023 |
Dover Advisors LLC | 896 | $233 | 12/31/2023 |
GD | 896 | $233 | 12/31/2023 |
WBH Advisory Inc. | 821 | $232 | 03/31/2024 |
GD | 821 | $232 | 03/31/2024 |
RSM US Wealth Management LLC | 889 | $231 | 12/31/2023 |
GD | 889 | $231 | 12/31/2023 |
Acorn Wealth Advisors LLC | 812 | $229 | 03/31/2024 |
GD | 812 | $229 | 03/31/2024 |
Allred Capital Management LLC | 810 | $229 | 03/31/2024 |
GD | 810 | $229 | 03/31/2024 |
Eudaimonia Partners LLC | 809 | $229 | 03/31/2024 |
GD | 809 | $229 | 03/31/2024 |
FinTrust Capital Advisors LLC | 877 | $228 | 12/31/2023 |
GD | 877 | $228 | 12/31/2023 |
FFT Wealth Management LLC | 874 | $227 | 12/31/2023 |
GD | 874 | $227 | 12/31/2023 |
Kerntke Otto McGlone Wealth Management Group | 875 | $227 | 12/31/2023 |
GD | 875 | $227 | 12/31/2023 |
SWP Financial LLC | 876 | $227 | 12/31/2023 |
GD | 876 | $227 | 12/31/2023 |
Court Place Advisors LLC | 796 | $225 | 03/31/2024 |
GD | 796 | $225 | 03/31/2024 |
Keb Asset Management LLC | 798 | $225 | 03/31/2024 |
GD | 798 | $225 | 03/31/2024 |
Cozad Asset Management Inc. | 867 | $225 | 12/31/2023 |
GD | 867 | $225 | 12/31/2023 |
WealthTrust Axiom LLC | 867 | $225 | 12/31/2023 |
GD | 867 | $225 | 12/31/2023 |
Athena Investment Management | 867 | $225 | 12/31/2023 |
GD | 867 | $225 | 12/31/2023 |
McGowan Group Asset Management Inc. | 863 | $224 | 12/31/2023 |
GD | 863 | $224 | 12/31/2023 |
Cary Street Partners Asset Management LLC | 858 | $223 | 12/31/2023 |
GD | 858 | $223 | 12/31/2023 |
LMG Wealth Partners LLC | 860 | $223 | 12/31/2023 |
GD | 860 | $223 | 12/31/2023 |
Wintrust Investments LLC | 855 | $222 | 12/31/2023 |
GD | 855 | $222 | 12/31/2023 |
Key Client Fiduciary Advisors LLC | 782 | $221 | 03/31/2024 |
GD | 782 | $221 | 03/31/2024 |
Eagle Bay Advisors LLC | 847 | $220 | 12/31/2023 |
GD | 847 | $220 | 12/31/2023 |
Equitable Trust Co. | 775 | $219 | 03/31/2024 |
GD | 775 | $219 | 03/31/2024 |
LVM Capital Management Ltd. MI | 775 | $219 | 03/31/2024 |
GD | 775 | $219 | 03/31/2024 |
Bruce G. Allen Investments LLC | 777 | $219 | 03/31/2024 |
GD | 777 | $219 | 03/31/2024 |
Boston Research & Management Inc. | 840 | $218 | 12/31/2023 |
GD | 840 | $218 | 12/31/2023 |
Silver Coast Investments LLC | 839 | $218 | 12/31/2023 |
GD | 839 | $218 | 12/31/2023 |
Roman Butler Fullerton & Co. | 819 | $217 | 12/31/2023 |
GD | 819 | $217 | 12/31/2023 |
Bollard Group LLC | 836 | $217 | 12/31/2023 |
GD | 836 | $217 | 12/31/2023 |
Baldwin Brothers Inc. MA | 763 | $216 | 03/31/2024 |
GD | 763 | $216 | 03/31/2024 |
PDS Planning Inc | 830 | $216 | 12/31/2023 |
GD | 830 | $216 | 12/31/2023 |
Oracle Alpha Inc. | 832 | $216 | 12/31/2023 |
GD | 832 | $216 | 12/31/2023 |
Maripau Wealth Management LLC | 825 | $214 | 12/31/2023 |
GD | 825 | $214 | 12/31/2023 |
Mechanics Bank Trust Department | 749 | $212 | 03/31/2024 |
GD | 749 | $212 | 03/31/2024 |
Atwater Malick LLC | 752 | $212 | 03/31/2024 |
GD | 752 | $212 | 03/31/2024 |
JT Stratford LLC | 816 | $212 | 12/31/2023 |
GD | 816 | $212 | 12/31/2023 |
Benedetti & Gucer Inc. | 817 | $212 | 12/31/2023 |
GD | 817 | $212 | 12/31/2023 |
Austin Wealth Management LLC | 788 | $212 | 12/31/2023 |
GD | 788 | $212 | 12/31/2023 |
Peoples Bank OH | 813 | $211 | 12/31/2023 |
GD | 813 | $211 | 12/31/2023 |
Moody Aldrich Partners LLC | 814 | $211 | 12/31/2023 |
GD | 814 | $211 | 12/31/2023 |
Renasant Bank | 814 | $211 | 12/31/2023 |
GD | 814 | $211 | 12/31/2023 |
Inceptionr LLC | 813 | $211 | 12/31/2023 |
GD | 813 | $211 | 12/31/2023 |
Ronald Blue Trust Inc. | 812 | $211 | 12/31/2023 |
GD | 812 | $211 | 12/31/2023 |
Karpas Strategies LLC | 810 | $210 | 12/31/2023 |
GD | 810 | $210 | 12/31/2023 |
Fidelis Capital Partners LLC | 808 | $210 | 12/31/2023 |
GD | 808 | $210 | 12/31/2023 |
Pin Oak Investment Advisors Inc. | 804 | $209 | 12/31/2023 |
GD | 804 | $209 | 12/31/2023 |
Alpha Family Trust | 805 | $209 | 12/31/2023 |
GD | 805 | $209 | 12/31/2023 |
Wendell David Associates Inc. | 737 | $208 | 03/31/2024 |
GD | 737 | $208 | 03/31/2024 |
Integrated Investment Consultants LLC | 735 | $208 | 03/31/2024 |
GD | 735 | $208 | 03/31/2024 |
Beta Wealth Group Inc. | 802 | $208 | 12/31/2023 |
GD | 802 | $208 | 12/31/2023 |
Wealthstar Advisors LLC | 731 | $207 | 03/31/2024 |
GD | 731 | $207 | 03/31/2024 |
Schwartz Investment Counsel Inc. | 798 | $207 | 12/31/2023 |
GD | 798 | $207 | 12/31/2023 |
Principal Street Partners LLC | 795 | $207 | 12/31/2023 |
GD | 795 | $207 | 12/31/2023 |
West Coast Financial LLC | 724 | $205 | 03/31/2024 |
GD | 724 | $205 | 03/31/2024 |
Monetary Management Group Inc. | 790 | $205 | 12/31/2023 |
GD | 790 | $205 | 12/31/2023 |
Patriot Investment Management Inc. | 720 | $203 | 03/31/2024 |
GD | 720 | $203 | 03/31/2024 |
Barry Investment Advisors LLC | 713 | $202 | 03/31/2024 |
GD | 713 | $202 | 03/31/2024 |
Arbor Trust Wealth Advisors LLC | 695 | $202 | 03/31/2024 |
GD | 695 | $202 | 03/31/2024 |
Charter Oak Capital Management LLC | 709 | $200 | 03/31/2024 |
GD | 709 | $200 | 03/31/2024 |
Canopy Partners LLC | 771 | $200 | 12/31/2023 |
GD | 771 | $200 | 12/31/2023 |
Carmichael Hill & Associates Inc. | 700 | $198 | 03/31/2024 |
GD | 700 | $198 | 03/31/2024 |
Skylands Capital LLC | 750 | $195 | 12/31/2023 |
GD | 750 | $195 | 12/31/2023 |
Cutler Group LP | $193 | 03/31/2024 | |
GD | 677 | $191 | 03/31/2024 |
Call | 200 | $2 | 03/31/2024 |
Rise Advisors LLC | 679 | $192 | 03/31/2024 |
GD | 679 | $192 | 03/31/2024 |
Federated Hermes Inc. | 738 | $192 | 12/31/2023 |
GD | 738 | $192 | 12/31/2023 |
Headlands Technologies LLC | 735 | $191 | 12/31/2023 |
GD | 735 | $191 | 12/31/2023 |
State of Wyoming | 725 | $188 | 12/31/2023 |
GD | 725 | $188 | 12/31/2023 |
Rosenberg Matthew Hamilton | 638 | $186 | 03/31/2024 |
GD | 638 | $186 | 03/31/2024 |
EverSource Wealth Advisors LLC | 715 | $186 | 12/31/2023 |
GD | 715 | $186 | 12/31/2023 |
Accordant Advisory Group Inc | 649 | $183 | 03/31/2024 |
GD | 649 | $183 | 03/31/2024 |
Verity & Verity LLC | 632,930 | $179 | 03/31/2024 |
GD | 632,930 | $179 | 03/31/2024 |
Covestor Ltd | 678 | $176 | 12/31/2023 |
GD | 678 | $176 | 12/31/2023 |
Concord Wealth Partners | 674 | $175 | 12/31/2023 |
GD | 674 | $175 | 12/31/2023 |
Caldwell Sutter Capital Inc. | 597 | $169 | 03/31/2024 |
GD | 597 | $169 | 03/31/2024 |
First Personal Financial Services | 600 | $169 | 03/31/2024 |
GD | 600 | $169 | 03/31/2024 |
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 575 | $168 | 03/31/2024 |
GD | 575 | $168 | 03/31/2024 |
Solstein Capital LLC | 563 | $159 | 03/31/2024 |
GD | 563 | $159 | 03/31/2024 |
Kapitalo Investimentos Ltda | 605 | $157 | 12/31/2023 |
GD | 605 | $157 | 12/31/2023 |
Spotlight Asset Group Inc. | 601 | $156 | 12/31/2023 |
GD | 601 | $156 | 12/31/2023 |
Whittier Trust Co. of Nevada Inc. | 569 | $148 | 12/31/2023 |
GD | 569 | $148 | 12/31/2023 |
First Command Advisory Services Inc. | 561 | $146 | 12/31/2023 |
GD | 561 | $146 | 12/31/2023 |
Central Bank & Trust Co. | 500 | $141 | 03/31/2024 |
GD | 500 | $141 | 03/31/2024 |
Missouri Trust & Investment Co | 537 | $139 | 12/31/2023 |
GD | 537 | $139 | 12/31/2023 |
Investors Research Corp | 526 | $137 | 12/31/2023 |
GD | 526 | $137 | 12/31/2023 |
Peoples Financial Services CORP. | 481 | $136 | 03/31/2024 |
GD | 481 | $136 | 03/31/2024 |
Atlas Capital Advisors LLC | 483 | $136 | 03/31/2024 |
GD | 483 | $136 | 03/31/2024 |
Icon Wealth Advisors LLC | 520 | $135 | 12/31/2023 |
GD | 520 | $135 | 12/31/2023 |
Hobbs Group Advisors LLC | 518 | $135 | 12/31/2023 |
GD | 518 | $135 | 12/31/2023 |
Gradient Investments LLC | 454 | $128 | 03/31/2024 |
GD | 454 | $128 | 03/31/2024 |
T. Rowe Price Investment Management Inc. | 490 | $128 | 12/31/2023 |
GD | 490 | $128 | 12/31/2023 |
West Branch Capital LLC | 450 | $127 | 03/31/2024 |
GD | 450 | $127 | 03/31/2024 |
Plante Moran Financial Advisors LLC | 486 | $126 | 12/31/2023 |
GD | 486 | $126 | 12/31/2023 |
Centerpoint Advisors LLC | 480 | $125 | 12/31/2023 |
GD | 480 | $125 | 12/31/2023 |
FSC Wealth Advisors LLC | 438 | $124 | 03/31/2024 |
GD | 438 | $124 | 03/31/2024 |
Mascoma Wealth Management LLC | 450 | $117 | 12/31/2023 |
GD | 450 | $117 | 12/31/2023 |
Motco | 441 | $115 | 12/31/2023 |
GD | 441 | $115 | 12/31/2023 |
Coppell Advisory Solutions LLC | 436 | $113 | 12/31/2023 |
GD | 436 | $113 | 12/31/2023 |
Union Savings Bank | 434 | $113 | 12/31/2023 |
GD | 434 | $113 | 12/31/2023 |
Norwood Financial Corp | 394 | $111 | 03/31/2024 |
GD | 394 | $111 | 03/31/2024 |
Ables Iannone Moore & Associates Inc. | 429 | $111 | 12/31/2023 |
GD | 429 | $111 | 12/31/2023 |
Private Wealth Management Group LLC | 421 | $109 | 12/31/2023 |
GD | 421 | $109 | 12/31/2023 |
American National Bank | 377 | $106 | 03/31/2024 |
GD | 377 | $106 | 03/31/2024 |
Colonial Trust Advisors | 407 | $106 | 12/31/2023 |
GD | 407 | $106 | 12/31/2023 |
LifeSteps Financial Inc. | 372 | $105 | 03/31/2024 |
GD | 372 | $105 | 03/31/2024 |
Key Financial Inc | 406 | $105 | 12/31/2023 |
GD | 406 | $105 | 12/31/2023 |
Clear Street Markets LLC | 400 | $104 | 12/31/2023 |
GD | 400 | $104 | 12/31/2023 |
Barrett & Company Inc. | 359 | $101 | 03/31/2024 |
GD | 359 | $101 | 03/31/2024 |
Larson Financial Group LLC | 389 | $101 | 12/31/2023 |
GD | 389 | $101 | 12/31/2023 |
Turtle Creek Wealth Advisors LLC | 389 | $101 | 12/31/2023 |
GD | 389 | $101 | 12/31/2023 |
Orion Capital Management LLC | 386 | $100 | 12/31/2023 |
GD | 386 | $100 | 12/31/2023 |
Hazlett Burt & Watson Inc. | 386 | $99 | 12/31/2023 |
GD | 386 | $99 | 12/31/2023 |
Park Place Capital Corp | 342 | $97 | 03/31/2024 |
GD | 342 | $97 | 03/31/2024 |
Greenwood Gearhart Inc. | 375 | $97 | 12/31/2023 |
GD | 375 | $97 | 12/31/2023 |
Estabrook Capital Management | 372 | $97 | 12/31/2023 |
GD | 372 | $97 | 12/31/2023 |
Register Financial Advisors LLC | 340 | $96 | 03/31/2024 |
GD | 340 | $96 | 03/31/2024 |
Johnson Financial Group Inc. | 370 | $96 | 12/31/2023 |
GD | 370 | $96 | 12/31/2023 |
Deseret Mutual Benefit Administrators | 368 | $96 | 12/31/2023 |
GD | 368 | $96 | 12/31/2023 |
Spartan Planning & Wealth Management | 357 | $93 | 12/31/2023 |
GD | 357 | $93 | 12/31/2023 |
Bear Mountain Capital Inc. | 325 | $92 | 03/31/2024 |
GD | 325 | $92 | 03/31/2024 |
OLD Second National Bank of Aurora | 356 | $92 | 12/31/2023 |
GD | 356 | $92 | 12/31/2023 |
Nalls Sherbakoff Group LLC | 355 | $92 | 12/31/2023 |
GD | 355 | $92 | 12/31/2023 |
Westside Investment Management Inc. | 319 | $90 | 03/31/2024 |
GD | 319 | $90 | 03/31/2024 |
Northwest Financial Advisors | 342 | $89 | 12/31/2023 |
GD | 342 | $89 | 12/31/2023 |
Grove Bank & Trust | 330 | $86 | 12/31/2023 |
GD | 330 | $86 | 12/31/2023 |
Founders Capital Management | 300 | $85 | 03/31/2024 |
GD | 300 | $85 | 03/31/2024 |
Tsfg LLC | 295 | $83 | 03/31/2024 |
GD | 295 | $83 | 03/31/2024 |
Blue Bell Private Wealth Management LLC | 287 | $81 | 03/31/2024 |
GD | 287 | $81 | 03/31/2024 |
Farmers & Merchants Trust Co of Chambersburg PA | 288 | $81 | 03/31/2024 |
GD | 288 | $81 | 03/31/2024 |
ICA Group Wealth Management LLC | 301 | $78 | 12/31/2023 |
GD | 301 | $78 | 12/31/2023 |
Highlander Capital Management LLC | 296 | $77 | 12/31/2023 |
GD | 296 | $77 | 12/31/2023 |
Gables Capital Management Inc. | 297 | $77 | 12/31/2023 |
GD | 297 | $77 | 12/31/2023 |
Guardian Wealth Management Inc. | 296 | $77 | 12/31/2023 |
GD | 296 | $77 | 12/31/2023 |
Rockbridge Investment Management LCC | 291 | $76 | 12/31/2023 |
GD | 291 | $76 | 12/31/2023 |
Psagot Value Holdings Ltd. Israel | 277 | $72 | 12/31/2023 |
GD | 277 | $72 | 12/31/2023 |
YHB Investment Advisors Inc. | 253 | $71 | 03/31/2024 |
GD | 253 | $71 | 03/31/2024 |
Versant Capital Management Inc | 253 | $71 | 03/31/2024 |
GD | 253 | $71 | 03/31/2024 |
Silvant Capital Management LLC | 274 | $71 | 12/31/2023 |
GD | 274 | $71 | 12/31/2023 |
Nvwm LLC | 271 | $70 | 12/31/2023 |
GD | 271 | $70 | 12/31/2023 |
PSI Advisors LLC | 240 | $68 | 03/31/2024 |
GD | 240 | $68 | 03/31/2024 |
Resources Management Corp CT ADV | 260 | $68 | 12/31/2023 |
GD | 260 | $68 | 12/31/2023 |
Core Wealth Advisors Inc. | 257 | $67 | 12/31/2023 |
GD | 257 | $67 | 12/31/2023 |
Truvestments Capital LLC | 256 | $66 | 12/31/2023 |
GD | 256 | $66 | 12/31/2023 |
SJS Investment Consulting Inc. | 231 | $65 | 03/31/2024 |
GD | 231 | $65 | 03/31/2024 |
Syntax Research Inc. | 252 | $65 | 12/31/2023 |
GD | 252 | $65 | 12/31/2023 |
Smartleaf Asset Management LLC | 249 | $65 | 12/31/2023 |
GD | 249 | $65 | 12/31/2023 |
Duncker Streett & Co. Inc. | 227 | $64 | 03/31/2024 |
GD | 227 | $64 | 03/31/2024 |
Advantage Trust Co | 240 | $62 | 12/31/2023 |
GD | 240 | $62 | 12/31/2023 |
Riverview Trust Co | 217 | $61 | 03/31/2024 |
GD | 217 | $61 | 03/31/2024 |
Thompson Siegel & Walmsley LLC | 231 | $60 | 12/31/2023 |
GD | 231 | $60 | 12/31/2023 |
Plato Investment Management Ltd | 231 | $60 | 12/31/2023 |
GD | 231 | $60 | 12/31/2023 |
Quent Capital LLC | 229 | $59 | 12/31/2023 |
GD | 229 | $59 | 12/31/2023 |
M&R Capital Management Inc. | 204 | $58 | 03/31/2024 |
GD | 204 | $58 | 03/31/2024 |
JNBA Financial Advisors | 201 | $57 | 03/31/2024 |
GD | 201 | $57 | 03/31/2024 |
Smithfield Trust Co. | 222 | $57 | 12/31/2023 |
GD | 222 | $57 | 12/31/2023 |
Pacific Capital Wealth Advisors Inc. | 218 | $57 | 12/31/2023 |
GD | 218 | $57 | 12/31/2023 |
West Paces Advisors Inc. | 200 | $56 | 03/31/2024 |
GD | 200 | $56 | 03/31/2024 |
Sittner & Nelson LLC | 217 | $56 | 12/31/2023 |
GD | 217 | $56 | 12/31/2023 |
Hexagon Capital Partners LLC | 194 | $55 | 03/31/2024 |
GD | 194 | $55 | 03/31/2024 |
Atlantic Private Wealth LLC | 209 | $54 | 12/31/2023 |
GD | 209 | $54 | 12/31/2023 |
New England Capital Financial Advisors LLC | 209 | $54 | 12/31/2023 |
GD | 209 | $54 | 12/31/2023 |
Rational Advisors LLC | 188 | $53 | 03/31/2024 |
GD | 188 | $53 | 03/31/2024 |
Cornerstone Planning Group LLC | 203 | $53 | 12/31/2023 |
GD | 203 | $53 | 12/31/2023 |
Compagnie Lombard Odier SCmA | 200 | $52 | 12/31/2023 |
GD | 200 | $52 | 12/31/2023 |
Canton Hathaway LLC | 200 | $52 | 12/31/2023 |
GD | 200 | $52 | 12/31/2023 |
Twin Lakes Capital Management LLC | 200 | $52 | 12/31/2023 |
GD | 200 | $52 | 12/31/2023 |
Operose Advisors LLC | 202 | $52 | 12/31/2023 |
GD | 202 | $52 | 12/31/2023 |
Foster Dykema Cabot & Partners LLC | 200 | $52 | 12/31/2023 |
GD | 200 | $52 | 12/31/2023 |
Gleason Group Inc. | 179 | $51 | 03/31/2024 |
GD | 179 | $51 | 03/31/2024 |
GoalVest Advisory LLC | 179 | $51 | 03/31/2024 |
GD | 179 | $51 | 03/31/2024 |
Loomis Sayles & Co. L P | 196 | $51 | 12/31/2023 |
GD | 196 | $51 | 12/31/2023 |
Bradley & Co. Private Wealth Management LLC | 194 | $50 | 12/31/2023 |
GD | 194 | $50 | 12/31/2023 |
Migdal Insurance & Financial Holdings Ltd. | 188 | $49 | 12/31/2023 |
GD | 188 | $49 | 12/31/2023 |
Tacita Capital Inc | 185 | $48 | 12/31/2023 |
GD | 185 | $48 | 12/31/2023 |
Cetera Trust Company N.A | 184 | $48 | 12/31/2023 |
GD | 184 | $48 | 12/31/2023 |
Newbridge Financial Services Group Inc. | 163 | $46 | 03/31/2024 |
GD | 163 | $46 | 03/31/2024 |
Jackson Grant Investment Advisers Inc. | 178 | $46 | 12/31/2023 |
GD | 178 | $46 | 12/31/2023 |
First PREMIER Bank | 161 | $45 | 03/31/2024 |
GD | 161 | $45 | 03/31/2024 |
MV Capital Management Inc. | 156 | $44 | 03/31/2024 |
GD | 156 | $44 | 03/31/2024 |
Annapolis Financial Services LLC | 156 | $44 | 03/31/2024 |
GD | 156 | $44 | 03/31/2024 |
Lazard Asset Management LLC | 170 | $44 | 12/31/2023 |
GD | 170 | $44 | 12/31/2023 |
Zions Bancorporation N.A. | 167 | $43 | 12/31/2023 |
GD | 167 | $43 | 12/31/2023 |
Banque Cantonale Vaudoise | 150 | $42 | 03/31/2024 |
GD | 150 | $42 | 03/31/2024 |
Wetzel Investment Advisors Inc. | 146 | $42 | 03/31/2024 |
GD | 146 | $42 | 03/31/2024 |
Prestige Wealth Management Group LLC | 143 | $40 | 03/31/2024 |
GD | 143 | $40 | 03/31/2024 |
Coston McIsaac & Partners | 145 | $40 | 03/31/2024 |
GD | 145 | $40 | 03/31/2024 |
Voisard Asset Management Group Inc. | 138 | $39 | 03/31/2024 |
GD | 138 | $39 | 03/31/2024 |
Princeton Global Asset Management LLC | 149 | $39 | 12/31/2023 |
GD | 149 | $39 | 12/31/2023 |
Riggs Asset Managment Co. Inc. | 145 | $38 | 12/31/2023 |
GD | 145 | $38 | 12/31/2023 |
Rakuten Securities Inc. | 148 | $38 | 12/31/2023 |
GD | 148 | $38 | 12/31/2023 |
Core Alternative Capital | 141 | $37 | 12/31/2023 |
GD | 141 | $37 | 12/31/2023 |
Fortitude Family Office LLC | 123 | $35 | 03/31/2024 |
GD | 123 | $35 | 03/31/2024 |
Carolinas Wealth Consulting LLC | 133 | $35 | 12/31/2023 |
GD | 133 | $35 | 12/31/2023 |
ST Germain D J Co. Inc. | 119 | $34 | 03/31/2024 |
GD | 119 | $34 | 03/31/2024 |
Y.D. More Investments Ltd | 130 | $34 | 12/31/2023 |
GD | 130 | $34 | 12/31/2023 |
Focused Wealth Management Inc | 125 | $33 | 12/31/2023 |
GD | 125 | $33 | 12/31/2023 |
Scarborough Advisors LLC | 126 | $33 | 12/31/2023 |
GD | 126 | $33 | 12/31/2023 |
Legend Financial Advisors Inc. | 113 | $32 | 03/31/2024 |
GD | 113 | $32 | 03/31/2024 |
Pacifica Partners Inc. | 112 | $31 | 03/31/2024 |
GD | 112 | $31 | 03/31/2024 |
Live Oak Investment Partners | 120 | $31 | 12/31/2023 |
GD | 120 | $31 | 12/31/2023 |
Maven Securities LTD | $30 | 12/31/2023 | |
Put | 4,200 | $1,091 | 12/31/2023 |
Call | 2,500 | $649 | 12/31/2023 |
GD | 1,819 | $472 | 12/31/2023 |
CarsonAllaria Wealth Management Ltd. | 114 | $30 | 12/31/2023 |
GD | 114 | $30 | 12/31/2023 |
Financial Synergies Wealth Advisors Inc. | 102 | $29 | 03/31/2024 |
GD | 102 | $29 | 03/31/2024 |
Resurgent Financial Advisors LLC | 112 | $29 | 12/31/2023 |
GD | 112 | $29 | 12/31/2023 |
Ogorek Anthony Joseph NY ADV | 107 | $27 | 12/31/2023 |
GD | 107 | $27 | 12/31/2023 |
Winch Advisory Services LLC | 102 | $27 | 12/31/2023 |
GD | 102 | $27 | 12/31/2023 |
Bell Investment Advisors Inc | 103 | $27 | 12/31/2023 |
GD | 103 | $27 | 12/31/2023 |
VitalStone Financial LLC | 104 | $27 | 12/31/2023 |
GD | 104 | $27 | 12/31/2023 |
Burkett Financial Services LLC | 91 | $26 | 03/31/2024 |
GD | 91 | $26 | 03/31/2024 |
Altshuler Shaham Ltd | 101 | $26 | 12/31/2023 |
GD | 101 | $26 | 12/31/2023 |
PARK CIRCLE Co | 100 | $26 | 12/31/2023 |
GD | 100 | $26 | 12/31/2023 |
CoreFirst Bank & Trust | 101 | $26 | 12/31/2023 |
GD | 101 | $26 | 12/31/2023 |
Quintet Private Bank Europe S.A. | 100 | $26 | 12/31/2023 |
GD | 100 | $26 | 12/31/2023 |
American Capital Advisory LLC | 100 | $26 | 12/31/2023 |
GD | 100 | $26 | 12/31/2023 |
Sound Income Strategies LLC | 87 | $25 | 03/31/2024 |
GD | 87 | $25 | 03/31/2024 |
Redmont Wealth Advisors LLC | 87 | $25 | 03/31/2024 |
GD | 87 | $25 | 03/31/2024 |
MeadowBrook Investment Advisors LLC | 95 | $25 | 12/31/2023 |
GD | 95 | $25 | 12/31/2023 |
McIlrath & Eck LLC | 98 | $25 | 12/31/2023 |
GD | 98 | $25 | 12/31/2023 |
Richardson Financial Services Inc. | 97 | $25 | 12/31/2023 |
GD | 97 | $25 | 12/31/2023 |
Salomon & Ludwin LLC | 94 | $24 | 12/31/2023 |
GD | 94 | $24 | 12/31/2023 |
DecisionPoint Financial LLC | 92 | $24 | 12/31/2023 |
GD | 92 | $24 | 12/31/2023 |
Main Street Group LTD | 94 | $24 | 12/31/2023 |
GD | 94 | $24 | 12/31/2023 |
Criterion Capital Advisors LLC | 80 | $23 | 03/31/2024 |
GD | 80 | $23 | 03/31/2024 |
Activest Wealth Management | 82 | $23 | 03/31/2024 |
GD | 82 | $23 | 03/31/2024 |
Maryland Capital Advisors Inc. | 80 | $23 | 03/31/2024 |
GD | 80 | $23 | 03/31/2024 |
OLD Point Trust & Financial Services N A | 87 | $23 | 12/31/2023 |
GD | 87 | $23 | 12/31/2023 |
Aspect Partners LLC | 85 | $22 | 12/31/2023 |
GD | 85 | $22 | 12/31/2023 |
Slocum Gordon & Co LLP | 86 | $22 | 12/31/2023 |
GD | 86 | $22 | 12/31/2023 |
Stephenson National Bank & Trust | 73 | $21 | 03/31/2024 |
GD | 73 | $21 | 03/31/2024 |
GW&K Investment Management LLC | 81 | $21 | 12/31/2023 |
GD | 81 | $21 | 12/31/2023 |
Clarity Asset Management Inc. | 80 | $21 | 12/31/2023 |
GD | 80 | $21 | 12/31/2023 |
Tyler Stone Wealth Management | 79 | $21 | 12/31/2023 |
GD | 79 | $21 | 12/31/2023 |
Game Plan Financial Advisors LLC | 70 | $20 | 03/31/2024 |
GD | 70 | $20 | 03/31/2024 |
Stone House Investment Management LLC | 76 | $20 | 12/31/2023 |
GD | 76 | $20 | 12/31/2023 |
Iron Horse Wealth Management LLC | 68 | $19 | 03/31/2024 |
GD | 68 | $19 | 03/31/2024 |
Glass Jacobson Investment Advisors llc | 67 | $19 | 03/31/2024 |
GD | 67 | $19 | 03/31/2024 |
Laurel Wealth Advisors LLC | 72 | $19 | 12/31/2023 |
GD | 72 | $19 | 12/31/2023 |
Perkins Coie Trust Co | 65 | $18 | 03/31/2024 |
GD | 65 | $18 | 03/31/2024 |
GPS Wealth Strategies Group LLC | 70 | $18 | 12/31/2023 |
GD | 70 | $18 | 12/31/2023 |
Cape Investment Advisory Inc. | 69 | $18 | 12/31/2023 |
GD | 69 | $18 | 12/31/2023 |
RFP Financial Group LLC | 70 | $18 | 12/31/2023 |
GD | 70 | $18 | 12/31/2023 |
Northwest Investment Counselors LLC | 61 | $17 | 03/31/2024 |
GD | 61 | $17 | 03/31/2024 |
Householder Group Estate & Retirement Specialist LLC | 67 | $17 | 12/31/2023 |
GD | 67 | $17 | 12/31/2023 |
Strategic Investment Solutions Inc. IL | 64 | $17 | 12/31/2023 |
GD | 64 | $17 | 12/31/2023 |
Northwest Capital Management Inc | 55 | $16 | 03/31/2024 |
GD | 55 | $16 | 03/31/2024 |
PrairieView Partners LLC | 63 | $16 | 12/31/2023 |
GD | 63 | $16 | 12/31/2023 |
Cassady Schiller Wealth Management LLC | 60 | $16 | 12/31/2023 |
GD | 60 | $16 | 12/31/2023 |
Valley National Advisers Inc. | 55 | $15 | 03/31/2024 |
GD | 55 | $15 | 03/31/2024 |
Financial Management Professionals Inc. | 53 | $15 | 03/31/2024 |
GD | 53 | $15 | 03/31/2024 |
Aspire Private Capital LLC | 54 | $15 | 03/31/2024 |
GD | 54 | $15 | 03/31/2024 |
Signature Resources Capital Management LLC | 59 | $15 | 03/31/2024 |
GD | 59 | $15 | 03/31/2024 |
Archer Investment Corp | 58 | $15 | 12/31/2023 |
GD | 58 | $15 | 12/31/2023 |
Frank Rimerman Advisors LLC | 59 | $15 | 12/31/2023 |
GD | 59 | $15 | 12/31/2023 |
EntryPoint Capital LLC | 59 | $15 | 12/31/2023 |
GD | 59 | $15 | 12/31/2023 |
Hanson & Doremus Investment Management | 50 | $14 | 03/31/2024 |
GD | 50 | $14 | 03/31/2024 |
Cranbrook Wealth Management LLC | 50 | $14 | 03/31/2024 |
GD | 50 | $14 | 03/31/2024 |
Eukles Asset Management | 55 | $14 | 12/31/2023 |
GD | 55 | $14 | 12/31/2023 |
Distillate Capital Partners LLC | 54 | $14 | 12/31/2023 |
GD | 54 | $14 | 12/31/2023 |
SRS Capital Advisors Inc. | 52 | $13 | 12/31/2023 |
GD | 52 | $13 | 12/31/2023 |
Atlantic Edge Private Wealth Management LLC | 50 | $13 | 12/31/2023 |
GD | 50 | $13 | 12/31/2023 |
Private Ocean LLC | 42 | $12 | 03/31/2024 |
GD | 42 | $12 | 03/31/2024 |
Center for Financial Planning Inc. | 42 | $12 | 03/31/2024 |
GD | 42 | $12 | 03/31/2024 |
Tucker Asset Management LLC | 46 | $12 | 12/31/2023 |
GD | 46 | $12 | 12/31/2023 |
SOA Wealth Advisors LLC. | 38 | $11 | 03/31/2024 |
GD | 38 | $11 | 03/31/2024 |
Financial Perspectives Inc | 39 | $11 | 03/31/2024 |
GD | 39 | $11 | 03/31/2024 |
Red Tortoise LLC | 34 | $10 | 03/31/2024 |
GD | 34 | $10 | 03/31/2024 |
Morton Brown Family Wealth LLC | 27 | $8 | 03/31/2024 |
GD | 27 | $8 | 03/31/2024 |
Lee Financial Co | 31 | $8 | 12/31/2023 |
GD | 31 | $8 | 12/31/2023 |
Acima Private Wealth LLC | 32 | $8 | 12/31/2023 |
GD | 32 | $8 | 12/31/2023 |
Oliver Lagore Vanvalin Investment Group | 30 | $8 | 12/31/2023 |
GD | 30 | $8 | 12/31/2023 |
Country Trust Bank | 25 | $7 | 03/31/2024 |
GD | 25 | $7 | 03/31/2024 |
First Pacific Financial | 25 | $7 | 03/31/2024 |
GD | 25 | $7 | 03/31/2024 |
TFC Financial Management | 28 | $7 | 12/31/2023 |
GD | 28 | $7 | 12/31/2023 |
Abich Financial Wealth Management LLC | 26 | $7 | 12/31/2023 |
GD | 26 | $7 | 12/31/2023 |
Laffer Tengler Investments | 23 | $6 | 12/31/2023 |
GD | 23 | $6 | 12/31/2023 |
FSA Wealth Management LLC | 25 | $6 | 12/31/2023 |
GD | 25 | $6 | 12/31/2023 |
Vermillion & White Wealth Management Group LLC | 22 | $6 | 12/31/2023 |
GD | 22 | $6 | 12/31/2023 |
Moisand Fitzgerald Tamayo LLC | 17 | $5 | 03/31/2024 |
GD | 17 | $5 | 03/31/2024 |
Montag A & Associates Inc. | 21 | $5 | 12/31/2023 |
GD | 21 | $5 | 12/31/2023 |
Avion Wealth | 21 | $5 | 12/31/2023 |
GD | 21 | $5 | 12/31/2023 |
Davidson Capital Management Inc. | 18 | $5 | 12/31/2023 |
GD | 18 | $5 | 12/31/2023 |
Fortis Group Advisors LLC | 20 | $5 | 12/31/2023 |
GD | 20 | $5 | 12/31/2023 |
Emfo LLC | 20 | $5 | 12/31/2023 |
GD | 20 | $5 | 12/31/2023 |
First Community Trust NA | 13 | $4 | 03/31/2024 |
GD | 13 | $4 | 03/31/2024 |
IAG Wealth Partners LLC | 15 | $4 | 03/31/2024 |
GD | 15 | $4 | 03/31/2024 |
Wolff Wiese Magana LLC | 15 | $4 | 03/31/2024 |
GD | 15 | $4 | 03/31/2024 |
Longfellow Investment Management Co. LLC | 14 | $4 | 12/31/2023 |
GD | 14 | $4 | 12/31/2023 |
Dividend Assets Capital LLC | 15 | $4 | 12/31/2023 |
GD | 15 | $4 | 12/31/2023 |
RE Dickinson Investment Advisors LLC | 14 | $4 | 12/31/2023 |
GD | 14 | $4 | 12/31/2023 |
Delos Wealth Advisors LLC | 16 | $4 | 12/31/2023 |
GD | 16 | $4 | 12/31/2023 |
Ruedi Wealth Management Inc. | 17 | $4 | 12/31/2023 |
GD | 17 | $4 | 12/31/2023 |
Dunhill Financial LLC | 16 | $4 | 12/31/2023 |
GD | 16 | $4 | 12/31/2023 |
Pineridge Advisors LLC | 14 | $4 | 12/31/2023 |
GD | 14 | $4 | 12/31/2023 |
Trifecta Capital Advisors LLC | 10 | $3 | 03/31/2024 |
GD | 10 | $3 | 03/31/2024 |
First United Bank Trust | 10 | $3 | 12/31/2023 |
GD | 10 | $3 | 12/31/2023 |
NewSquare Capital LLC | 10 | $3 | 12/31/2023 |
GD | 10 | $3 | 12/31/2023 |
Tortoise Investment Management LLC | 10 | $3 | 12/31/2023 |
GD | 10 | $3 | 12/31/2023 |
Castleview Partners LLC | 10 | $3 | 12/31/2023 |
GD | 10 | $3 | 12/31/2023 |
O Dell Group LLC | 12 | $3 | 12/31/2023 |
GD | 12 | $3 | 12/31/2023 |
HHM Wealth Advisors LLC | 10 | $3 | 12/31/2023 |
GD | 10 | $3 | 12/31/2023 |
Impact Partnership Wealth LLC | 13 | $3 | 12/31/2023 |
GD | 13 | $3 | 12/31/2023 |
Hollencrest Capital Management | 6 | $2 | 12/31/2023 |
GD | 6 | $2 | 12/31/2023 |
Retirement Group LLC | 8 | $2 | 12/31/2023 |
GD | 8 | $2 | 12/31/2023 |
Financial Gravity Asset Management Inc. | 7 | $2 | 12/31/2023 |
GD | 7 | $2 | 12/31/2023 |
Beacon Capital Management LLC | 9 | $2 | 12/31/2023 |
GD | 9 | $2 | 12/31/2023 |
West Tower Group LLC | 6 | $2 | 12/31/2023 |
GD | 6 | $2 | 12/31/2023 |
DiNuzzo Private Wealth Inc. | 6 | $2 | 12/31/2023 |
GD | 6 | $2 | 12/31/2023 |
LM Advisors LLC | 9 | $2 | 12/31/2023 |
GD | 9 | $2 | 12/31/2023 |
WealthCollab LLC | 6 | $2 | 12/31/2023 |
GD | 6 | $2 | 12/31/2023 |
Horizon Financial Services LLC | 3 | $1 | 03/31/2024 |
GD | 3 | $1 | 03/31/2024 |
Delta Asset Management LLC TN | 2 | $1 | 12/31/2023 |
GD | 2 | $1 | 12/31/2023 |
McClarren Financial Advisors Inc. | 4 | $1 | 12/31/2023 |
GD | 4 | $1 | 12/31/2023 |
Provence Wealth Management Group | 2 | $1 | 12/31/2023 |
GD | 2 | $1 | 12/31/2023 |
Valued Wealth Advisors LLC | 3 | $1 | 12/31/2023 |
GD | 3 | $1 | 12/31/2023 |
Tudor Investment Corp Et Al | $-52 | 12/31/2023 | |
Put | 4,800 | $1,246 | 12/31/2023 |
Call | 4,600 | $1,194 | 12/31/2023 |
Caas Capital Management LP | $-85 | 03/31/2024 | |
Put | 1,100 | $311 | 03/31/2024 |
Call | 800 | $226 | 03/31/2024 |
Walleye Trading LLC | $-459 | 12/31/2023 | |
Put | 61,600 | $15,996 | 12/31/2023 |
Call | 43,600 | $11,322 | 12/31/2023 |
GD | 16,234 | $4,215 | 12/31/2023 |
Paloma Partners Management Co | $-519 | 12/31/2023 | |
Put | 2,300 | $597 | 12/31/2023 |
Call | 300 | $78 | 12/31/2023 |
LMR Partners LLP | $-831 | 12/31/2023 | |
Put | 17,700 | $4,596 | 12/31/2023 |
Call | 14,500 | $3,765 | 12/31/2023 |
Capstone Investment Advisors LLC | $-986 | 12/31/2023 | |
Put | 29,000 | $7,530 | 12/31/2023 |
Call | 25,200 | $6,544 | 12/31/2023 |
HBK Investments L P | $-8,022 | 12/31/2023 | |
Put | 49,900 | $12,958 | 12/31/2023 |
Call | 16,800 | $4,362 | 12/31/2023 |
GD | 2,210 | $574 | 12/31/2023 |
Mendel Money Management | $-754,861 | 12/31/2023 | |
Put | 2,907 | $754,861 | 12/31/2023 |
Genus Capital Management Inc. | 3,475 | $-902,353 | 12/31/2023 |
Put | 3,475 | $902,353 | 12/31/2023 |
See Summary: Institutional Holders of General Dynamics
See Details: Top 10 Hedge Funds Holding General Dynamics
Also See: GD Insider Buying
Also See: GD Holdings Changes
Analysts Forecast: General Dynamics Price Target
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