On this page, we present all of the funds holding MasterCard from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding MasterCard, with a link to that fund's top holdings. The next columns indicate the amount of MasterCard stock held by each of the funds holding MasterCard, followed by the MasterCard position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 2988 funds holding MasterCard within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Vanguard Group Inc.. For more details on the positions held by Vanguard Group Inc. (or by any of the other funds holding MasterCard), click the fund name in the "Holder" column of the funds-holding-MasterCard table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Vanguard Group Inc. | 75,253,734 | $32,096,470 | 12/31/2023 |
MA | 75,253,734 | $32,096,470 | 12/31/2023 |
BlackRock Inc. | $28,928,828 | 12/31/2023 | |
MA | 67,628,347 | $28,844,166 | 12/31/2023 |
Call | 198,500 | $84,662 | 12/31/2023 |
State Street Corp | 34,831,864 | $14,856,138 | 12/31/2023 |
MA | 34,831,864 | $14,856,138 | 12/31/2023 |
JPMorgan Chase & Co. | $10,712,043 | 12/31/2023 | |
MA | 25,171,571 | $10,735,927 | 12/31/2023 |
Put | 117,400 | $50,072 | 12/31/2023 |
Call | 61,400 | $26,188 | 12/31/2023 |
Capital International Investors | 21,041,685 | $8,974,478 | 12/31/2023 |
MA | 21,041,685 | $8,974,478 | 12/31/2023 |
Price T Rowe Associates Inc. MD | 20,741,052 | $8,846,267 | 12/31/2023 |
MA | 20,741,052 | $8,846,267 | 12/31/2023 |
FMR LLC | 20,577,656 | $8,776,576 | 12/31/2023 |
MA | 20,577,656 | $8,776,576 | 12/31/2023 |
Geode Capital Management LLC | 17,131,012 | $7,286,976 | 12/31/2023 |
MA | 17,131,012 | $7,286,976 | 12/31/2023 |
Morgan Stanley | 15,493,922 | $6,608,314 | 12/31/2023 |
MA | 15,493,922 | $6,608,314 | 12/31/2023 |
Capital Research Global Investors | 13,608,023 | $5,803,956 | 12/31/2023 |
MA | 13,608,023 | $5,803,956 | 12/31/2023 |
Wellington Management Group LLP | 11,362,251 | $4,846,114 | 12/31/2023 |
MA | 11,362,251 | $4,846,114 | 12/31/2023 |
Norges Bank | 10,774,797 | $4,595,559 | 12/31/2023 |
MA | 10,774,797 | $4,595,559 | 12/31/2023 |
Bank of New York Mellon Corp | 10,444,470 | $4,454,671 | 12/31/2023 |
MA | 10,444,470 | $4,454,671 | 12/31/2023 |
Northern Trust Corp | 8,598,115 | $3,667,182 | 12/31/2023 |
MA | 8,598,115 | $3,667,182 | 12/31/2023 |
Nuveen Asset Management LLC | 8,400,955 | $3,583,091 | 12/31/2023 |
MA | 8,400,955 | $3,583,091 | 12/31/2023 |
Janus Henderson Group PLC | 7,729,644 | $3,296,826 | 12/31/2023 |
MA | 7,729,644 | $3,296,826 | 12/31/2023 |
Jennison Associates LLC | 7,668,138 | $3,270,538 | 12/31/2023 |
MA | 7,668,138 | $3,270,538 | 12/31/2023 |
Legal & General Group Plc | 7,439,130 | $3,172,866 | 12/31/2023 |
MA | 7,439,130 | $3,172,866 | 12/31/2023 |
Massachusetts Financial Services Co. MA | 6,278,689 | $2,677,924 | 12/31/2023 |
MA | 6,278,689 | $2,677,924 | 12/31/2023 |
Franklin Resources Inc. | 5,948,873 | $2,537,254 | 12/31/2023 |
MA | 5,948,873 | $2,537,254 | 12/31/2023 |
Bank of America Corp DE | 5,668,966 | $2,417,871 | 12/31/2023 |
MA | 5,668,966 | $2,417,871 | 12/31/2023 |
Royal Bank of Canada | 5,271,924 | $2,248,529 | 12/31/2023 |
MA | 5,271,924 | $2,248,529 | 12/31/2023 |
Ameriprise Financial Inc. | 5,065,764 | $2,160,470 | 12/31/2023 |
MA | 5,065,764 | $2,160,470 | 12/31/2023 |
Akre Capital Management LLC | 5,061,834 | $2,158,923 | 12/31/2023 |
MA | 5,061,834 | $2,158,923 | 12/31/2023 |
UBS Asset Management Americas Inc. | 4,937,928 | $2,106,076 | 12/31/2023 |
MA | 4,937,928 | $2,106,076 | 12/31/2023 |
Charles Schwab Investment Management Inc. | 4,665,483 | $1,989,875 | 12/31/2023 |
MA | 4,665,483 | $1,989,875 | 12/31/2023 |
Polen Capital Management LLC | 4,646,427 | $1,981,895 | 12/31/2023 |
MA | 4,646,427 | $1,981,895 | 12/31/2023 |
Alliancebernstein L.P. | 4,540,825 | $1,936,707 | 12/31/2023 |
MA | 4,540,825 | $1,936,707 | 12/31/2023 |
Goldman Sachs Group Inc. | $1,862,459 | 12/31/2023 | |
MA | 4,651,039 | $1,983,715 | 12/31/2023 |
Put | 594,700 | $253,645 | 12/31/2023 |
Call | 310,400 | $132,389 | 12/31/2023 |
Amundi | 4,384,125 | $1,853,612 | 12/31/2023 |
MA | 4,384,125 | $1,853,612 | 12/31/2023 |
American Century Companies Inc. | 4,299,385 | $1,833,731 | 12/31/2023 |
MA | 4,299,385 | $1,833,731 | 12/31/2023 |
Invesco Ltd. | 4,057,533 | $1,730,578 | 12/31/2023 |
MA | 4,057,533 | $1,730,578 | 12/31/2023 |
Berkshire Hathaway Inc | 3,986,648 | $1,700,345 | 12/31/2023 |
MA | 3,986,648 | $1,700,345 | 12/31/2023 |
Canada Pension Plan Investment Board | 3,934,752 | $1,678,211 | 12/31/2023 |
MA | 3,934,752 | $1,678,211 | 12/31/2023 |
Brown Advisory Inc. | 3,882,570 | $1,655,955 | 12/31/2023 |
MA | 3,882,570 | $1,655,955 | 12/31/2023 |
Fisher Asset Management LLC | 3,791,358 | $1,617,053 | 12/31/2023 |
MA | 3,791,358 | $1,617,053 | 12/31/2023 |
Dimensional Fund Advisors LP | 3,742,723 | $1,596,311 | 12/31/2023 |
MA | 3,742,723 | $1,596,311 | 12/31/2023 |
Parnassus Investments CA | 3,021,022 | $1,288,496 | 12/31/2023 |
MA | 3,021,022 | $1,288,496 | 12/31/2023 |
Fiera Capital Corp | 2,957,926 | $1,261,585 | 12/31/2023 |
MA | 2,957,926 | $1,261,585 | 12/31/2023 |
Capital World Investors | 2,906,300 | $1,239,566 | 12/31/2023 |
MA | 2,906,300 | $1,239,566 | 12/31/2023 |
Principal Financial Group Inc. | 2,839,713 | $1,211,166 | 12/31/2023 |
MA | 2,839,713 | $1,211,166 | 12/31/2023 |
Veritas Asset Management LLP | 2,837,885 | $1,210,386 | 12/31/2023 |
MA | 2,837,885 | $1,210,386 | 12/31/2023 |
Barclays PLC | $1,134,040 | 12/31/2023 | |
MA | 2,941,079 | $1,254,401 | 12/31/2023 |
Put | 407,000 | $173,590 | 12/31/2023 |
Call | 124,800 | $53,229 | 12/31/2023 |
Swiss National Bank | 2,630,900 | $1,122,105 | 12/31/2023 |
MA | 2,630,900 | $1,122,105 | 12/31/2023 |
Nordea Investment Management AB | 2,492,261 | $1,062,750 | 12/31/2023 |
MA | 2,492,261 | $1,062,750 | 12/31/2023 |
T. Rowe Price Investment Management Inc. | 2,468,085 | $1,052,663 | 12/31/2023 |
MA | 2,468,085 | $1,052,663 | 12/31/2023 |
Wells Fargo & Company MN | $1,040,199 | 12/31/2023 | |
MA | 2,439,161 | $1,040,327 | 12/31/2023 |
Put | 300 | $128 | 12/31/2023 |
Bank of Montreal Can | 2,432,552 | $1,038,700 | 12/31/2023 |
MA | 2,432,552 | $1,038,700 | 12/31/2023 |
Deutsche Bank AG | 2,417,379 | $1,031,036 | 12/31/2023 |
MA | 2,417,379 | $1,031,036 | 12/31/2023 |
Sumitomo Mitsui Trust Holdings Inc. | 2,103,371 | $1,012,920 | 03/31/2024 |
MA | 2,103,371 | $1,012,920 | 03/31/2024 |
Baillie Gifford & Co. | 2,317,173 | $988,297 | 12/31/2023 |
MA | 2,317,173 | $988,297 | 12/31/2023 |
Gardner Russo & Gardner LLC | 2,302,289 | $981,949 | 12/31/2023 |
MA | 2,302,289 | $981,949 | 12/31/2023 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 2,263,286 | $965,303 | 12/31/2023 |
MA | 2,263,286 | $965,303 | 12/31/2023 |
Arrowstreet Capital Limited Partnership | 2,229,178 | $950,767 | 12/31/2023 |
MA | 2,229,178 | $950,767 | 12/31/2023 |
Vontobel Asset Management Inc. | 1,923,070 | $860,328 | 12/31/2023 |
MA | 1,923,070 | $860,328 | 12/31/2023 |
Temasek Holdings Private Ltd | 1,982,723 | $845,651 | 12/31/2023 |
MA | 1,982,723 | $845,651 | 12/31/2023 |
Healthcare of Ontario Pension Plan Trust Fund | 1,947,832 | $830,770 | 12/31/2023 |
MA | 1,947,832 | $830,770 | 12/31/2023 |
California Public Employees Retirement System | 1,930,802 | $823,506 | 12/31/2023 |
MA | 1,930,802 | $823,506 | 12/31/2023 |
Ensign Peak Advisors Inc | 1,854,165 | $790,820 | 12/31/2023 |
MA | 1,854,165 | $790,820 | 12/31/2023 |
UBS Group AG | $776,972 | 12/31/2023 | |
MA | 1,991,597 | $849,436 | 12/31/2023 |
Put | 482,600 | $205,834 | 12/31/2023 |
Call | 312,700 | $133,370 | 12/31/2023 |
Envestnet Asset Management Inc. | 1,820,268 | $776,363 | 12/31/2023 |
MA | 1,820,268 | $776,363 | 12/31/2023 |
Voya Investment Management LLC | 1,811,041 | $772,427 | 12/31/2023 |
MA | 1,811,041 | $772,427 | 12/31/2023 |
Caisse DE Depot ET Placement DU Quebec | 1,808,898 | $771,513 | 12/31/2023 |
MA | 1,808,898 | $771,513 | 12/31/2023 |
Credit Suisse AG | 1,763,056 | $751,961 | 12/31/2023 |
MA | 1,763,056 | $751,961 | 12/31/2023 |
Schroder Investment Management Group | 1,665,565 | $710,380 | 12/31/2023 |
MA | 1,665,565 | $710,380 | 12/31/2023 |
Rhumbline Advisers | 1,660,231 | $708,105 | 12/31/2023 |
MA | 1,660,231 | $708,105 | 12/31/2023 |
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 1,551,162 | $696,829 | 12/31/2023 |
MA | 1,551,162 | $696,829 | 12/31/2023 |
Neuberger Berman Group LLC | 1,562,625 | $666,458 | 12/31/2023 |
MA | 1,562,625 | $666,458 | 12/31/2023 |
Putnam Investments LLC | 1,556,212 | $663,740 | 12/31/2023 |
MA | 1,556,212 | $663,740 | 12/31/2023 |
GUARDCAP ASSET MANAGEMENT Ltd | 1,505,178 | $641,973 | 12/31/2023 |
MA | 1,505,178 | $641,973 | 12/31/2023 |
Russell Investments Group Ltd. | 1,497,169 | $638,530 | 12/31/2023 |
MA | 1,497,169 | $638,530 | 12/31/2023 |
Valley Forge Capital Management LP | 1,484,772 | $633,270 | 12/31/2023 |
MA | 1,484,772 | $633,270 | 12/31/2023 |
Rothschild & Co Wealth Management UK Ltd | 1,463,987 | $624,405 | 12/31/2023 |
MA | 1,463,987 | $624,405 | 12/31/2023 |
New York State Common Retirement Fund | 1,396,631 | $595,677 | 12/31/2023 |
MA | 1,396,631 | $595,677 | 12/31/2023 |
TD Asset Management Inc. | 1,377,726 | $587,614 | 12/31/2023 |
MA | 1,377,726 | $587,614 | 12/31/2023 |
Winslow Capital Management LLC | 1,367,154 | $583,105 | 12/31/2023 |
MA | 1,367,154 | $583,105 | 12/31/2023 |
California State Teachers Retirement System | 1,353,061 | $577,094 | 12/31/2023 |
MA | 1,353,061 | $577,094 | 12/31/2023 |
William Blair Investment Management LLC | 1,348,512 | $575,154 | 12/31/2023 |
MA | 1,348,512 | $575,154 | 12/31/2023 |
Raymond James & Associates | 1,193,785 | $574,891 | 03/31/2024 |
MA | 1,193,785 | $574,891 | 03/31/2024 |
Generation Investment Management LLP | 1,320,580 | $563,241 | 12/31/2023 |
MA | 1,320,580 | $563,241 | 12/31/2023 |
CI Investments Inc. | 1,311,056 | $559,178 | 12/31/2023 |
MA | 1,311,056 | $559,178 | 12/31/2023 |
National Pension Service | 1,284,943 | $548,041 | 12/31/2023 |
MA | 1,284,943 | $548,041 | 12/31/2023 |
DekaBank Deutsche Girozentrale | 1,256,630 | $536,400 | 12/31/2023 |
MA | 1,256,630 | $536,400 | 12/31/2023 |
APG Asset Management N.V. | 1,231,017 | $525,041 | 12/31/2023 |
MA | 1,231,017 | $525,041 | 12/31/2023 |
Impax Asset Management Group plc | 1,197,498 | $509,568 | 12/31/2023 |
MA | 1,197,498 | $509,568 | 12/31/2023 |
Blair William & Co. IL | 1,189,652 | $507,398 | 12/31/2023 |
MA | 1,189,652 | $507,398 | 12/31/2023 |
Mirova US LLC | 1,188,149 | $506,757 | 12/31/2023 |
MA | 1,188,149 | $506,757 | 12/31/2023 |
Hsbc Holdings PLC | 1,160,487 | $494,982 | 12/31/2023 |
MA | 1,160,487 | $494,982 | 12/31/2023 |
Viking Global Investors LP | 1,157,231 | $493,571 | 12/31/2023 |
MA | 1,157,231 | $493,571 | 12/31/2023 |
ING Groep NV | 1,151,969 | $491,326 | 12/31/2023 |
MA | 1,151,969 | $491,326 | 12/31/2023 |
Ninety One UK Ltd | 1,150,472 | $490,688 | 12/31/2023 |
MA | 1,150,472 | $490,688 | 12/31/2023 |
Brown Brothers Harriman & Co. | 1,131,505 | $482,598 | 12/31/2023 |
MA | 1,131,505 | $482,598 | 12/31/2023 |
Lone Pine Capital LLC | 1,100,790 | $469,498 | 12/31/2023 |
MA | 1,100,790 | $469,498 | 12/31/2023 |
Jensen Investment Management Inc. | 1,054,308 | $449,673 | 12/31/2023 |
MA | 1,054,308 | $449,673 | 12/31/2023 |
Standard Life Aberdeen plc | 1,042,203 | $444,510 | 12/31/2023 |
MA | 1,042,203 | $444,510 | 12/31/2023 |
Fayez Sarofim & Co | 959,328 | $439,257 | 12/31/2023 |
MA | 959,328 | $439,257 | 12/31/2023 |
Menora Mivtachim Holdings LTD. | 1,005,282 | $428,763 | 12/31/2023 |
MA | 1,005,282 | $428,763 | 12/31/2023 |
FIL Ltd | 1,000,777 | $426,841 | 12/31/2023 |
MA | 1,000,777 | $426,841 | 12/31/2023 |
Magellan Asset Management Ltd | 984,614 | $419,948 | 12/31/2023 |
MA | 984,614 | $419,948 | 12/31/2023 |
US Bancorp DE | 951,382 | $405,778 | 12/31/2023 |
MA | 951,382 | $405,778 | 12/31/2023 |
DNB Asset Management AS | 839,851 | $404,447 | 03/31/2024 |
MA | 839,851 | $404,447 | 03/31/2024 |
First Trust Advisors LP | 930,801 | $396,996 | 12/31/2023 |
MA | 930,801 | $396,996 | 12/31/2023 |
Assenagon Asset Management S.A. | 925,559 | $394,760 | 12/31/2023 |
MA | 925,559 | $394,760 | 12/31/2023 |
Adage Capital Partners GP L.L.C. | 909,910 | $388,086 | 12/31/2023 |
MA | 909,910 | $388,086 | 12/31/2023 |
Banque Pictet & Cie SA | 891,484 | $380,227 | 12/31/2023 |
MA | 891,484 | $380,227 | 12/31/2023 |
State Board of Administration of Florida Retirement System | 889,100 | $379,210 | 12/31/2023 |
MA | 889,100 | $379,210 | 12/31/2023 |
Korea Investment CORP | 888,196 | $378,824 | 12/31/2023 |
MA | 888,196 | $378,824 | 12/31/2023 |
Bank Julius Baer & Co. Ltd Zurich | 881,746 | $376,073 | 12/31/2023 |
MA | 881,746 | $376,073 | 12/31/2023 |
Mitsubishi UFJ Trust & Banking Corp | 879,441 | $375,090 | 12/31/2023 |
MA | 879,441 | $375,090 | 12/31/2023 |
Montrusco Bolton Investments Inc. | 885,292 | $370,099 | 12/31/2023 |
MA | 885,292 | $370,099 | 12/31/2023 |
New York State Teachers Retirement System | 867,115 | $369,833 | 12/31/2023 |
MA | 867,115 | $369,833 | 12/31/2023 |
Jacobs Levy Equity Management Inc. | 858,429 | $366,129 | 12/31/2023 |
MA | 858,429 | $366,129 | 12/31/2023 |
Great West Life Assurance Co. Can | 860,520 | $365,203 | 12/31/2023 |
MA | 860,520 | $365,203 | 12/31/2023 |
Prudential Financial Inc. | 852,450 | $361,666 | 12/31/2023 |
MA | 852,450 | $361,666 | 12/31/2023 |
The PNC Financial Services Group Inc. | 846,269 | $360,942 | 12/31/2023 |
MA | 846,269 | $360,942 | 12/31/2023 |
1832 Asset Management L.P. | 844,477 | $360,178 | 12/31/2023 |
MA | 844,477 | $360,178 | 12/31/2023 |
Sarasin & Partners LLP | 734,881 | $353,897 | 03/31/2024 |
MA | 734,881 | $353,897 | 03/31/2024 |
StonePine Asset Management Inc. | 723,852 | $348,585 | 03/31/2024 |
MA | 723,852 | $348,585 | 03/31/2024 |
BlueSpruce Investments LP | 811,375 | $346,060 | 12/31/2023 |
MA | 811,375 | $346,060 | 12/31/2023 |
Mitsubishi UFJ Kokusai Asset Management Co. Ltd. | 823,353 | $344,796 | 12/31/2023 |
MA | 823,353 | $344,796 | 12/31/2023 |
Loomis Sayles & Co. L P | 803,064 | $342,514 | 12/31/2023 |
MA | 803,064 | $342,514 | 12/31/2023 |
BLS Capital Fondsmaeglerselskab A S | 787,804 | $336,006 | 12/31/2023 |
MA | 787,804 | $336,006 | 12/31/2023 |
Aviva PLC | 784,893 | $334,765 | 12/31/2023 |
MA | 784,893 | $334,765 | 12/31/2023 |
Alkeon Capital Management LLC | 779,375 | $332,411 | 12/31/2023 |
MA | 779,375 | $332,411 | 12/31/2023 |
Sei Investments Co. | 775,802 | $330,890 | 12/31/2023 |
MA | 775,802 | $330,890 | 12/31/2023 |
Ownership Capital B.V. | 764,534 | $326,081 | 12/31/2023 |
MA | 764,534 | $326,081 | 12/31/2023 |
Strs Ohio | 760,456 | $324,342 | 12/31/2023 |
MA | 760,456 | $324,342 | 12/31/2023 |
Citadel Advisors LLC | $321,694 | 12/31/2023 | |
Call | 1,367,600 | $583,295 | 12/31/2023 |
Put | 822,400 | $350,762 | 12/31/2023 |
MA | 209,047 | $89,161 | 12/31/2023 |
Fifth Third Bancorp | 751,412 | $320,485 | 12/31/2023 |
MA | 751,412 | $320,485 | 12/31/2023 |
CIBC Private Wealth Group LLC | 745,105 | $317,795 | 12/31/2023 |
MA | 745,105 | $317,795 | 12/31/2023 |
Vulcan Value Partners LLC | 743,641 | $317,078 | 12/31/2023 |
MA | 743,641 | $317,078 | 12/31/2023 |
Qube Research & Technologies Ltd | $316,352 | 12/31/2023 | |
MA | 796,321 | $339,639 | 12/31/2023 |
Put | 74,200 | $31,647 | 12/31/2023 |
Call | 19,600 | $8,360 | 12/31/2023 |
Allianz Asset Management GmbH | $315,417 | 12/31/2023 | |
MA | 758,329 | $323,435 | 12/31/2023 |
Put | 29,400 | $12,539 | 12/31/2023 |
Call | 10,600 | $4,521 | 12/31/2023 |
Bessemer Group Inc. | 737,171 | $314,410 | 12/31/2023 |
MA | 737,171 | $314,410 | 12/31/2023 |
Two Sigma Advisers LP | 732,600 | $312,461 | 12/31/2023 |
MA | 732,600 | $312,461 | 12/31/2023 |
Allspring Global Investments Holdings LLC | 648,728 | $312,408 | 03/31/2024 |
MA | 648,728 | $312,408 | 03/31/2024 |
Findlay Park Partners LLP | 718,690 | $306,528 | 12/31/2023 |
MA | 718,690 | $306,528 | 12/31/2023 |
Pictet Asset Management Holding SA | 696,316 | $296,986 | 12/31/2023 |
MA | 696,316 | $296,986 | 12/31/2023 |
The Manufacturers Life Insurance Company | 690,178 | $294,368 | 12/31/2023 |
MA | 690,178 | $294,368 | 12/31/2023 |
Jarislowsky Fraser Ltd | 687,785 | $293,347 | 12/31/2023 |
MA | 687,785 | $293,347 | 12/31/2023 |
Nomura Asset Management Co. Ltd. | 680,859 | $290,393 | 12/31/2023 |
MA | 680,859 | $290,393 | 12/31/2023 |
Manning & Napier Group LLC | 602,056 | $289,931 | 03/31/2024 |
MA | 602,056 | $289,931 | 03/31/2024 |
LPL Financial LLC | 675,608 | $288,154 | 12/31/2023 |
MA | 675,608 | $288,154 | 12/31/2023 |
Veritas Investment Partners UK Ltd. | 648,838 | $276,771 | 12/31/2023 |
MA | 648,838 | $276,771 | 12/31/2023 |
Haverford Trust Co. | 634,126 | $270,461 | 12/31/2023 |
MA | 634,126 | $270,461 | 12/31/2023 |
Public Employees Retirement System of Ohio | 633,268 | $270,095 | 12/31/2023 |
MA | 633,268 | $270,095 | 12/31/2023 |
Macquarie Group Ltd. | 627,841 | $267,780 | 12/31/2023 |
MA | 627,841 | $267,780 | 12/31/2023 |
WELLCOME TRUST LTD THE as trustee of the WELLCOME TRUST | 555,000 | $267,271 | 03/31/2024 |
MA | 555,000 | $267,271 | 03/31/2024 |
Farallon Capital Management LLC | 619,471 | $264,211 | 12/31/2023 |
MA | 619,471 | $264,211 | 12/31/2023 |
Marshall Wace LLP | $254,187 | 12/31/2023 | |
MA | 591,771 | $252,396 | 12/31/2023 |
Call | 9,200 | $3,924 | 12/31/2023 |
Put | 5,000 | $2,133 | 12/31/2023 |
Morningstar Investment Services LLC | 593,789 | $253,144 | 12/31/2023 |
MA | 593,789 | $253,144 | 12/31/2023 |
Handelsbanken Fonder AB | 592,257 | $252,604 | 12/31/2023 |
MA | 592,257 | $252,604 | 12/31/2023 |
Stifel Financial Corp | 590,701 | $251,961 | 12/31/2023 |
MA | 590,701 | $251,961 | 12/31/2023 |
Victory Capital Management Inc. | 573,477 | $244,594 | 12/31/2023 |
MA | 573,477 | $244,594 | 12/31/2023 |
OMERS ADMINISTRATION Corp | 571,832 | $243,892 | 12/31/2023 |
MA | 571,832 | $243,892 | 12/31/2023 |
Vontobel Holding Ltd. | 569,639 | $242,957 | 12/31/2023 |
MA | 569,639 | $242,957 | 12/31/2023 |
Millennium Management LLC | $242,215 | 12/31/2023 | |
MA | 964,999 | $411,582 | 12/31/2023 |
Put | 863,300 | $368,206 | 12/31/2023 |
Call | 466,200 | $198,839 | 12/31/2023 |
Susquehanna International Group LLP | $241,094 | 12/31/2023 | |
Call | 1,463,100 | $624,027 | 12/31/2023 |
Put | 1,180,800 | $503,623 | 12/31/2023 |
MA | 282,971 | $120,690 | 12/31/2023 |
National Bank of Canada FI | 564,073 | $237,557 | 12/31/2023 |
MA | 564,073 | $237,557 | 12/31/2023 |
Marshfield Associates | 551,760 | $235,331 | 12/31/2023 |
MA | 551,760 | $235,331 | 12/31/2023 |
Two Sigma Investments LP | 544,629 | $232,290 | 12/31/2023 |
MA | 544,629 | $232,290 | 12/31/2023 |
KBC Group NV | 541,798 | $231,083 | 12/31/2023 |
MA | 541,798 | $231,083 | 12/31/2023 |
CI Private Wealth LLC | 540,907 | $230,690 | 12/31/2023 |
MA | 540,907 | $230,690 | 12/31/2023 |
Los Angeles Capital Management & Equity Research Inc. | 477,084 | $229,749 | 03/31/2024 |
MA | 477,084 | $229,749 | 03/31/2024 |
Egerton Capital UK LLP | 538,004 | $229,464 | 12/31/2023 |
MA | 538,004 | $229,464 | 12/31/2023 |
Lord Abbett & CO. LLC | 533,380 | $227,492 | 12/31/2023 |
MA | 533,380 | $227,492 | 12/31/2023 |
Toronto Dominion Bank | 525,973 | $224,333 | 12/31/2023 |
MA | 525,973 | $224,333 | 12/31/2023 |
Skandinaviska Enskilda Banken AB publ | 525,250 | $223,919 | 12/31/2023 |
MA | 525,250 | $223,919 | 12/31/2023 |
HighTower Advisors LLC | $222,488 | 12/31/2023 | |
MA | 523,060 | $223,173 | 12/31/2023 |
Put | 80,100 | $685 | 12/31/2023 |
Baird Financial Group Inc. | 504,493 | $215,171 | 12/31/2023 |
MA | 504,493 | $215,171 | 12/31/2023 |
Epoch Investment Partners Inc. | 503,272 | $214,651 | 12/31/2023 |
MA | 503,272 | $214,651 | 12/31/2023 |
Rathbone Brothers plc | 499,353 | $212,979 | 12/31/2023 |
MA | 499,353 | $212,979 | 12/31/2023 |
Robeco Institutional Asset Management B.V. | 486,340 | $207,429 | 12/31/2023 |
MA | 486,340 | $207,429 | 12/31/2023 |
Chevy Chase Trust Holdings Inc. | 484,155 | $206,497 | 12/31/2023 |
MA | 484,155 | $206,497 | 12/31/2023 |
Panagora Asset Management Inc. | 483,742 | $206,321 | 12/31/2023 |
MA | 483,742 | $206,321 | 12/31/2023 |
State of New Jersey Common Pension Fund D | 480,606 | $204,983 | 12/31/2023 |
MA | 480,606 | $204,983 | 12/31/2023 |
Mariner LLC | 477,938 | $203,845 | 12/31/2023 |
MA | 477,938 | $203,845 | 12/31/2023 |
Global Assets Advisory LLC | 421,949 | $203,198 | 03/31/2024 |
MA | 421,949 | $203,198 | 03/31/2024 |
Intermede Investment Partners Ltd | 473,546 | $201,972 | 12/31/2023 |
MA | 473,546 | $201,972 | 12/31/2023 |
Flossbach Von Storch AG | 472,361 | $201,467 | 12/31/2023 |
MA | 472,361 | $201,467 | 12/31/2023 |
State of Wisconsin Investment Board | 472,137 | $201,371 | 12/31/2023 |
MA | 472,137 | $201,371 | 12/31/2023 |
Citigroup Inc. | 465,938 | $198,727 | 12/31/2023 |
MA | 465,938 | $198,727 | 12/31/2023 |
M&T Bank Corp | 461,755 | $196,943 | 12/31/2023 |
MA | 461,755 | $196,943 | 12/31/2023 |
D. E. Shaw & Co. Inc. | $196,391 | 12/31/2023 | |
Call | 371,300 | $158,363 | 12/31/2023 |
MA | 147,759 | $63,021 | 12/31/2023 |
Put | 58,600 | $24,993 | 12/31/2023 |
Keybank National Association OH | 459,074 | $195,800 | 12/31/2023 |
MA | 459,074 | $195,800 | 12/31/2023 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 457,501 | $195,129 | 12/31/2023 |
MA | 457,501 | $195,129 | 12/31/2023 |
Clearbridge Investments LLC | 455,919 | $194,454 | 12/31/2023 |
MA | 455,919 | $194,454 | 12/31/2023 |
Bank of Nova Scotia | 452,595 | $193,006 | 12/31/2023 |
MA | 452,595 | $193,006 | 12/31/2023 |
Evercore Wealth Management LLC | 450,589 | $192,181 | 12/31/2023 |
MA | 450,589 | $192,181 | 12/31/2023 |
UniSuper Management Pty Ltd | 448,312 | $191,210 | 12/31/2023 |
MA | 448,312 | $191,210 | 12/31/2023 |
Public Employees Retirement Association of Colorado | 436,948 | $186,363 | 12/31/2023 |
MA | 436,948 | $186,363 | 12/31/2023 |
Natixis Advisors L.P. | 435,228 | $185,629 | 12/31/2023 |
MA | 435,228 | $185,629 | 12/31/2023 |
Gabelli Funds LLC | 434,409 | $185,280 | 12/31/2023 |
MA | 434,409 | $185,280 | 12/31/2023 |
Bristol John W & Co. Inc. NY | 431,544 | $184,058 | 12/31/2023 |
MA | 431,544 | $184,058 | 12/31/2023 |
DF Dent & Co. Inc. | 431,090 | $183,864 | 12/31/2023 |
MA | 431,090 | $183,864 | 12/31/2023 |
Asset Management One Co. Ltd. | 423,886 | $180,712 | 12/31/2023 |
MA | 423,886 | $180,712 | 12/31/2023 |
Primecap Management Co. CA | 419,400 | $178,878 | 12/31/2023 |
MA | 419,400 | $178,878 | 12/31/2023 |
iA Global Asset Management Inc. | 417,874 | $178,227 | 12/31/2023 |
MA | 417,874 | $178,227 | 12/31/2023 |
Rivulet Capital LLC | 417,157 | $177,922 | 12/31/2023 |
MA | 417,157 | $177,922 | 12/31/2023 |
Empower Advisory Group LLC | 411,293 | $175,420 | 12/31/2023 |
MA | 411,293 | $175,420 | 12/31/2023 |
Douglass Winthrop Advisors LLC | 410,905 | $175,255 | 12/31/2023 |
MA | 410,905 | $175,255 | 12/31/2023 |
Glenmede Trust Co. NA | 400,253 | $170,712 | 12/31/2023 |
MA | 400,253 | $170,712 | 12/31/2023 |
Lazard Asset Management LLC | 396,497 | $169,108 | 12/31/2023 |
MA | 396,497 | $169,108 | 12/31/2023 |
Mn Services Vermogensbeheer B.V. | 393,892 | $167,999 | 12/31/2023 |
MA | 393,892 | $167,999 | 12/31/2023 |
AQR Capital Management LLC | 391,701 | $167,065 | 12/31/2023 |
MA | 391,701 | $167,065 | 12/31/2023 |
Treasurer of the State of North Carolina | 384,684 | $164,072 | 12/31/2023 |
MA | 384,684 | $164,072 | 12/31/2023 |
Man Group plc | $162,992 | 12/31/2023 | |
MA | 382,355 | $163,078 | 12/31/2023 |
Put | 19,900 | $8,488 | 12/31/2023 |
Call | 19,700 | $8,402 | 12/31/2023 |
Royal London Asset Management Ltd. | 381,208 | $162,589 | 12/31/2023 |
MA | 381,208 | $162,589 | 12/31/2023 |
Captrust Financial Advisors | 379,645 | $161,923 | 12/31/2023 |
MA | 379,645 | $161,923 | 12/31/2023 |
Employees Retirement System of Texas | 379,559 | $161,886 | 12/31/2023 |
MA | 379,559 | $161,886 | 12/31/2023 |
TCW Group Inc. | 371,060 | $158,259 | 12/31/2023 |
MA | 371,060 | $158,259 | 12/31/2023 |
Metropolis Capital Ltd | 326,558 | $157,261 | 03/31/2024 |
MA | 326,558 | $157,261 | 03/31/2024 |
Zurcher Kantonalbank Zurich Cantonalbank | 368,253 | $157,064 | 12/31/2023 |
MA | 368,253 | $157,064 | 12/31/2023 |
State of Michigan Retirement System | 325,981 | $156,983 | 03/31/2024 |
MA | 325,981 | $156,983 | 03/31/2024 |
BNP Paribas Arbitrage SA | $156,706 | 12/31/2023 | |
MA | 364,514 | $155,469 | 12/31/2023 |
Call | 140 | $5,971 | 12/31/2023 |
Put | 111 | $4,734 | 12/31/2023 |
Connectus Wealth LLC | 365,874 | $156,049 | 12/31/2023 |
MA | 365,874 | $156,049 | 12/31/2023 |
Candriam Luxembourg S.C.A. | 365,295 | $155,809 | 12/31/2023 |
MA | 365,295 | $155,809 | 12/31/2023 |
Burgundy Asset Management Ltd. | 360,414 | $153,720 | 12/31/2023 |
MA | 360,414 | $153,720 | 12/31/2023 |
Soroban Capital Partners LP | 357,689 | $152,558 | 12/31/2023 |
MA | 357,689 | $152,558 | 12/31/2023 |
Public Sector Pension Investment Board | 346,078 | $147,606 | 12/31/2023 |
MA | 346,078 | $147,606 | 12/31/2023 |
State of Tennessee Treasury Department | 341,144 | $145,501 | 12/31/2023 |
MA | 341,144 | $145,501 | 12/31/2023 |
Bartlett & Co. LLC | 337,961 | $144,078 | 12/31/2023 |
MA | 337,961 | $144,078 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 337,961 | $144,078 | 12/31/2023 |
MA | 337,961 | $144,078 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 293,456 | $141,320 | 03/31/2024 |
MA | 293,456 | $141,320 | 03/31/2024 |
Retirement Systems of Alabama | 330,604 | $141,006 | 12/31/2023 |
MA | 330,604 | $141,006 | 12/31/2023 |
Cerity Partners LLC | 328,310 | $140,026 | 12/31/2023 |
MA | 328,310 | $140,026 | 12/31/2023 |
Chilton Investment Co. LLC | 319,131 | $136,113 | 12/31/2023 |
MA | 319,131 | $136,113 | 12/31/2023 |
AXA S.A. | 318,074 | $135,662 | 12/31/2023 |
MA | 318,074 | $135,662 | 12/31/2023 |
Allen Investment Management LLC | 316,734 | $135,090 | 12/31/2023 |
MA | 316,734 | $135,090 | 12/31/2023 |
Janney Montgomery Scott LLC | 315,856 | $134,716 | 12/31/2023 |
MA | 315,856 | $134,716 | 12/31/2023 |
Squarepoint Ops LLC | $134,616 | 12/31/2023 | |
MA | 312,323 | $133,209 | 12/31/2023 |
Call | 15,400 | $6,568 | 12/31/2023 |
Put | 12,100 | $5,161 | 12/31/2023 |
Johnson Investment Counsel Inc. | 314,257 | $134,034 | 12/31/2023 |
MA | 314,257 | $134,034 | 12/31/2023 |
M&G Investment Management Ltd. | 312,823 | $133,575 | 12/31/2023 |
MA | 312,823 | $133,575 | 12/31/2023 |
Nisa Investment Advisors LLC | 306,560 | $130,751 | 12/31/2023 |
MA | 306,560 | $130,751 | 12/31/2023 |
DSM Capital Partners LLC | 305,020 | $130,094 | 12/31/2023 |
MA | 305,020 | $130,094 | 12/31/2023 |
DAVENPORT & Co LLC | 302,718 | $129,000 | 12/31/2023 |
MA | 302,718 | $129,000 | 12/31/2023 |
Degroof Petercam Asset Management | 298,123 | $127,152 | 12/31/2023 |
MA | 298,123 | $127,152 | 12/31/2023 |
Rafferty Asset Management LLC | 293,527 | $125,192 | 12/31/2023 |
MA | 293,527 | $125,192 | 12/31/2023 |
Mawer Investment Management Ltd. | 293,157 | $125,034 | 12/31/2023 |
MA | 293,157 | $125,034 | 12/31/2023 |
Advisor Group Holdings Inc. | 287,192 | $122,571 | 12/31/2023 |
MA | 287,192 | $122,571 | 12/31/2023 |
Truist Financial Corp | 282,635 | $120,547 | 12/31/2023 |
MA | 282,635 | $120,547 | 12/31/2023 |
Calamos Advisors LLC | 281,852 | $120,213 | 12/31/2023 |
MA | 281,852 | $120,213 | 12/31/2023 |
Atreides Management LP | 281,589 | $120,101 | 12/31/2023 |
MA | 281,589 | $120,101 | 12/31/2023 |
Zurich Insurance Group Ltd FI | 281,230 | $119,947 | 12/31/2023 |
MA | 281,230 | $119,947 | 12/31/2023 |
Schonfeld Strategic Advisors LLC | 278,377 | $118,731 | 12/31/2023 |
MA | 278,377 | $118,731 | 12/31/2023 |
Bridgewater Associates LP | 276,189 | $117,797 | 12/31/2023 |
MA | 276,189 | $117,797 | 12/31/2023 |
CCLA Investment Management Ltd | 274,971 | $117,343 | 12/31/2023 |
MA | 274,971 | $117,343 | 12/31/2023 |
Altarock Partners LLC | 268,994 | $114,729 | 12/31/2023 |
MA | 268,994 | $114,729 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 261,073 | $111,355 | 12/31/2023 |
MA | 261,073 | $111,355 | 12/31/2023 |
American International Group Inc. | 259,935 | $110,865 | 12/31/2023 |
MA | 259,935 | $110,865 | 12/31/2023 |
Jane Street Group LLC | $109,490 | 12/31/2023 | |
Call | 530,200 | $226,136 | 12/31/2023 |
Put | 424,600 | $181,096 | 12/31/2023 |
MA | 151,109 | $64,450 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 224,300 | $108,016 | 03/31/2024 |
MA | 224,300 | $108,016 | 03/31/2024 |
Commonwealth Equity Services LLC | 251,767 | $107,381 | 12/31/2023 |
MA | 251,767 | $107,381 | 12/31/2023 |
Mackenzie Financial Corp | 251,685 | $107,346 | 12/31/2023 |
MA | 251,685 | $107,346 | 12/31/2023 |
Douglas Lane & Associates LLC | 222,728 | $107,259 | 03/31/2024 |
MA | 222,728 | $107,259 | 03/31/2024 |
Norden Group LLC | 221,892 | $106,852 | 03/31/2024 |
MA | 221,892 | $106,852 | 03/31/2024 |
Cryder Capital Partners LLP | 245,869 | $104,866 | 12/31/2023 |
MA | 245,869 | $104,866 | 12/31/2023 |
HM Payson & Co. | 245,167 | $104,566 | 12/31/2023 |
MA | 245,167 | $104,566 | 12/31/2023 |
Schwartz Investment Counsel Inc. | 243,324 | $103,780 | 12/31/2023 |
MA | 243,324 | $103,780 | 12/31/2023 |
Argent Capital Management LLC | 242,858 | $103,581 | 12/31/2023 |
MA | 242,858 | $103,581 | 12/31/2023 |
Styrax Capital LP | 240,614 | $102,624 | 12/31/2023 |
MA | 240,614 | $102,624 | 12/31/2023 |
Arizona State Retirement System | 236,714 | $100,961 | 12/31/2023 |
MA | 236,714 | $100,961 | 12/31/2023 |
Acadian Asset Management LLC | 236,405 | $100,811 | 12/31/2023 |
MA | 236,405 | $100,811 | 12/31/2023 |
MetLife Investment Management LLC | 235,294 | $100,355 | 12/31/2023 |
MA | 235,294 | $100,355 | 12/31/2023 |
BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 234,561 | $100,043 | 12/31/2023 |
MA | 234,561 | $100,043 | 12/31/2023 |
CIBC World Markets Inc. | 229,230 | $97,769 | 12/31/2023 |
MA | 229,230 | $97,769 | 12/31/2023 |
Comerica Bank | 228,906 | $97,631 | 12/31/2023 |
MA | 228,906 | $97,631 | 12/31/2023 |
Mirae Asset Global Investments Co. Ltd. | 224,129 | $95,591 | 12/31/2023 |
MA | 224,129 | $95,591 | 12/31/2023 |
LGT Group Foundation | 220,388 | $93,956 | 12/31/2023 |
MA | 220,388 | $93,956 | 12/31/2023 |
Bridges Investment Management Inc. | 219,350 | $93,555 | 12/31/2023 |
MA | 219,350 | $93,555 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 218,854 | $93,343 | 12/31/2023 |
MA | 218,854 | $93,343 | 12/31/2023 |
Martin Currie Ltd. | 218,745 | $93,297 | 12/31/2023 |
MA | 218,745 | $93,297 | 12/31/2023 |
Confluence Investment Management LLC | 191,308 | $92,128 | 03/31/2024 |
MA | 191,308 | $92,128 | 03/31/2024 |
Forsta AP Fonden | 215,943 | $92,102 | 12/31/2023 |
MA | 215,943 | $92,102 | 12/31/2023 |
Bristol Gate Capital Partners Inc. | 215,502 | $91,914 | 12/31/2023 |
MA | 215,502 | $91,914 | 12/31/2023 |
Worldquant Millennium Advisors LLC | 214,479 | $91,477 | 12/31/2023 |
MA | 214,479 | $91,477 | 12/31/2023 |
Two Creeks Capital Management LP | 214,249 | $91,379 | 12/31/2023 |
MA | 214,249 | $91,379 | 12/31/2023 |
Teacher Retirement System of Texas | 213,329 | $90,987 | 12/31/2023 |
MA | 213,329 | $90,987 | 12/31/2023 |
Tredje AP fonden | 212,022 | $90,430 | 12/31/2023 |
MA | 212,022 | $90,430 | 12/31/2023 |
UMB Bank N A MO | 208,768 | $89,042 | 12/31/2023 |
MA | 208,768 | $89,042 | 12/31/2023 |
Xponance Inc. | 208,534 | $88,942 | 12/31/2023 |
MA | 208,534 | $88,942 | 12/31/2023 |
D1 Capital Partners L.P. | 208,305 | $88,844 | 12/31/2023 |
MA | 208,305 | $88,844 | 12/31/2023 |
Markel Corp | 207,540 | $88,518 | 12/31/2023 |
MA | 207,540 | $88,518 | 12/31/2023 |
Amalgamated Bank | 204,777 | $87,339 | 12/31/2023 |
MA | 204,777 | $87,339 | 12/31/2023 |
Ensemble Capital Management LLC | 204,441 | $87,196 | 12/31/2023 |
MA | 204,441 | $87,196 | 12/31/2023 |
Weitz Investment Management Inc. | 203,350 | $86,731 | 12/31/2023 |
MA | 203,350 | $86,731 | 12/31/2023 |
Mubadala Investment Co PJSC | 198,412 | $84,625 | 12/31/2023 |
MA | 198,412 | $84,625 | 12/31/2023 |
Meitav Dash Investments Ltd. | 196,840 | $83,913 | 12/31/2023 |
MA | 196,840 | $83,913 | 12/31/2023 |
Cibc World Markets Corp | 192,417 | $82,068 | 12/31/2023 |
MA | 192,417 | $82,068 | 12/31/2023 |
IFM Investors Pty Ltd | 170,342 | $82,032 | 03/31/2024 |
MA | 170,342 | $82,032 | 03/31/2024 |
Capital Group Private Client Services Inc. | 191,658 | $81,744 | 12/31/2023 |
MA | 191,658 | $81,744 | 12/31/2023 |
ProShare Advisors LLC | 191,108 | $81,509 | 12/31/2023 |
MA | 191,108 | $81,509 | 12/31/2023 |
Trillium Asset Management LLC | 188,952 | $80,590 | 12/31/2023 |
MA | 188,952 | $80,590 | 12/31/2023 |
Creative Planning | 188,393 | $80,351 | 12/31/2023 |
MA | 188,393 | $80,351 | 12/31/2023 |
LA Financiere DE L Echiquier | 187,167 | $79,829 | 12/31/2023 |
MA | 187,167 | $79,829 | 12/31/2023 |
Hardman Johnston Global Advisors LLC | 187,119 | $79,808 | 12/31/2023 |
MA | 187,119 | $79,808 | 12/31/2023 |
Nicholas Company Inc. | 185,580 | $79,152 | 12/31/2023 |
MA | 185,580 | $79,152 | 12/31/2023 |
Milestone Resources Group Ltd | 184,982 | $78,897 | 12/31/2023 |
MA | 184,982 | $78,897 | 12/31/2023 |
Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 181,341 | $77,344 | 12/31/2023 |
MA | 181,341 | $77,344 | 12/31/2023 |
Cullen Frost Bankers Inc. | 180,034 | $76,786 | 12/31/2023 |
MA | 180,034 | $76,786 | 12/31/2023 |
Guyasuta Investment Advisors Inc. | 158,250 | $76,208 | 03/31/2024 |
MA | 158,250 | $76,208 | 03/31/2024 |
Jupiter Asset Management Ltd. | 177,749 | $75,812 | 12/31/2023 |
MA | 177,749 | $75,812 | 12/31/2023 |
Teachers Retirement System of The State of Kentucky | 177,670 | $75,778 | 12/31/2023 |
MA | 177,670 | $75,778 | 12/31/2023 |
YCG LLC | 177,122 | $75,544 | 12/31/2023 |
MA | 177,122 | $75,544 | 12/31/2023 |
Fjarde AP Fonden Fourth Swedish National Pension Fund | 175,636 | $74,910 | 12/31/2023 |
MA | 175,636 | $74,910 | 12/31/2023 |
MML Investors Services LLC | 175,237 | $74,740 | 12/31/2023 |
MA | 175,237 | $74,740 | 12/31/2023 |
La Banque Postale Asset Management SA | 173,948 | $74,191 | 12/31/2023 |
MA | 173,948 | $74,191 | 12/31/2023 |
B. Metzler seel. Sohn & Co. AG | 171,267 | $73,047 | 12/31/2023 |
MA | 171,267 | $73,047 | 12/31/2023 |
Texas Permanent School Fund | 171,182 | $73,011 | 12/31/2023 |
MA | 171,182 | $73,011 | 12/31/2023 |
Banco Bilbao Vizcaya Argentaria S.A. | 168,230 | $71,740 | 12/31/2023 |
MA | 168,230 | $71,740 | 12/31/2023 |
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 167,480 | $71,432 | 12/31/2023 |
MA | 167,480 | $71,432 | 12/31/2023 |
Czech National Bank | 145,165 | $69,907 | 03/31/2024 |
MA | 145,165 | $69,907 | 03/31/2024 |
Glenview Trust Co | 163,030 | $69,534 | 12/31/2023 |
MA | 163,030 | $69,534 | 12/31/2023 |
Tandem Investment Advisors Inc. | 162,056 | $69,119 | 12/31/2023 |
MA | 162,056 | $69,119 | 12/31/2023 |
Thrivent Financial for Lutherans | 159,610 | $68,075 | 12/31/2023 |
MA | 159,610 | $68,075 | 12/31/2023 |
Clal Insurance Enterprises Holdings Ltd | 159,000 | $67,815 | 12/31/2023 |
MA | 159,000 | $67,815 | 12/31/2023 |
USS Investment Management Ltd | 158,105 | $67,445 | 12/31/2023 |
MA | 158,105 | $67,445 | 12/31/2023 |
Gateway Investment Advisers LLC | 139,306 | $67,085 | 03/31/2024 |
MA | 139,306 | $67,085 | 03/31/2024 |
Polar Capital Holdings Plc | 156,209 | $66,625 | 12/31/2023 |
MA | 156,209 | $66,625 | 12/31/2023 |
Prana Capital Management LP | 155,699 | $66,407 | 12/31/2023 |
MA | 155,699 | $66,407 | 12/31/2023 |
State of Alaska Department of Revenue | 137,194 | $66,068 | 03/31/2024 |
MA | 137,194 | $66,068 | 03/31/2024 |
Rockefeller Capital Management L.P. | 153,084 | $65,292 | 12/31/2023 |
MA | 153,084 | $65,292 | 12/31/2023 |
Beacon Investment Advisory Services Inc. | 151,806 | $64,747 | 12/31/2023 |
MA | 151,806 | $64,747 | 12/31/2023 |
Nichols & Pratt Advisers LLP MA | 151,735 | $64,716 | 12/31/2023 |
MA | 151,735 | $64,716 | 12/31/2023 |
Scotia Capital Inc. | 150,492 | $64,186 | 12/31/2023 |
MA | 150,492 | $64,186 | 12/31/2023 |
Marathon Asset Mgmt Ltd | 150,057 | $64,001 | 12/31/2023 |
MA | 150,057 | $64,001 | 12/31/2023 |
Kodai Capital Management LP | 148,500 | $63,337 | 12/31/2023 |
MA | 148,500 | $63,337 | 12/31/2023 |
Pathstone Holdings LLC | 144,955 | $62,733 | 12/31/2023 |
MA | 144,955 | $62,733 | 12/31/2023 |
Close Asset Management Ltd | 146,937 | $62,681 | 12/31/2023 |
MA | 146,937 | $62,681 | 12/31/2023 |
Van ECK Associates Corp | 146,108 | $62,316 | 12/31/2023 |
MA | 146,108 | $62,316 | 12/31/2023 |
Oppenheimer Asset Management Inc. | 145,888 | $62,223 | 12/31/2023 |
MA | 145,888 | $62,223 | 12/31/2023 |
Harris Associates L P | 145,161 | $61,912 | 12/31/2023 |
MA | 145,161 | $61,912 | 12/31/2023 |
Reynders McVeigh Capital Management LLC | 144,635 | $61,688 | 12/31/2023 |
MA | 144,635 | $61,688 | 12/31/2023 |
InterOcean Capital Group LLC | 144,367 | $61,574 | 12/31/2023 |
MA | 144,367 | $61,574 | 12/31/2023 |
Utah Retirement Systems | 144,093 | $61,457 | 12/31/2023 |
MA | 144,093 | $61,457 | 12/31/2023 |
Capitolis Liquid Global Markets LLC | 144,000 | $61,417 | 12/31/2023 |
MA | 144,000 | $61,417 | 12/31/2023 |
Fernbridge Capital Management LP | 143,946 | $61,394 | 12/31/2023 |
MA | 143,946 | $61,394 | 12/31/2023 |
Commerce Bank | 142,707 | $60,866 | 12/31/2023 |
MA | 142,707 | $60,866 | 12/31/2023 |
Capital International Inc. | 142,341 | $60,710 | 12/31/2023 |
MA | 142,341 | $60,710 | 12/31/2023 |
Heritage Investors Management Corp | 141,957 | $60,546 | 12/31/2023 |
MA | 141,957 | $60,546 | 12/31/2023 |
Boston Financial Mangement LLC | 141,446 | $60,328 | 12/31/2023 |
MA | 141,446 | $60,328 | 12/31/2023 |
Regions Financial Corp | 140,804 | $60,054 | 12/31/2023 |
MA | 140,804 | $60,054 | 12/31/2023 |
Wendell David Associates Inc. | 122,510 | $58,997 | 03/31/2024 |
MA | 122,510 | $58,997 | 03/31/2024 |
Pinebridge Investments L.P. | 138,204 | $58,945 | 12/31/2023 |
MA | 138,204 | $58,945 | 12/31/2023 |
Colony Group LLC | 137,999 | $58,858 | 12/31/2023 |
MA | 137,999 | $58,858 | 12/31/2023 |
Summitry LLC | 137,651 | $58,709 | 12/31/2023 |
MA | 137,651 | $58,709 | 12/31/2023 |
Obermeyer Wood Investment Counsel Lllp | 137,437 | $58,618 | 12/31/2023 |
MA | 137,437 | $58,618 | 12/31/2023 |
Bradley Foster & Sargent Inc. CT | 135,592 | $57,831 | 12/31/2023 |
MA | 135,592 | $57,831 | 12/31/2023 |
Rit Capital Partners PLC | 135,100 | $57,623 | 12/31/2023 |
MA | 135,100 | $57,623 | 12/31/2023 |
BI Asset Management Fondsmaeglerselskab A S | 134,058 | $57,177 | 12/31/2023 |
MA | 134,058 | $57,177 | 12/31/2023 |
Castleark Management LLC | 133,081 | $56,760 | 12/31/2023 |
MA | 133,081 | $56,760 | 12/31/2023 |
Peregrine Capital Management LLC | 130,929 | $55,843 | 12/31/2023 |
MA | 130,929 | $55,843 | 12/31/2023 |
Carmignac Gestion | 130,786 | $55,782 | 12/31/2023 |
MA | 130,786 | $55,782 | 12/31/2023 |
Guggenheim Capital LLC | 130,117 | $55,496 | 12/31/2023 |
MA | 130,117 | $55,496 | 12/31/2023 |
New York Life Investment Management LLC | 129,814 | $55,367 | 12/31/2023 |
MA | 129,814 | $55,367 | 12/31/2023 |
Chicago Capital LLC | 114,734 | $55,252 | 03/31/2024 |
MA | 114,734 | $55,252 | 03/31/2024 |
Oakmont Corp | 129,111 | $55,067 | 12/31/2023 |
MA | 129,111 | $55,067 | 12/31/2023 |
Hyperion Asset Management Ltd | 127,660 | $54,448 | 12/31/2023 |
MA | 127,660 | $54,448 | 12/31/2023 |
GuoLine Advisory Pte Ltd | 113,000 | $54,417 | 03/31/2024 |
MA | 113,000 | $54,417 | 03/31/2024 |
CIBC Asset Management Inc | 126,274 | $53,857 | 12/31/2023 |
MA | 126,274 | $53,857 | 12/31/2023 |
Harel Insurance Investments & Financial Services Ltd. | 125,748 | $53,633 | 12/31/2023 |
MA | 125,748 | $53,633 | 12/31/2023 |
Bamco Inc. NY | 124,600 | $53,143 | 12/31/2023 |
MA | 124,600 | $53,143 | 12/31/2023 |
Alta Capital Management LLC | 124,418 | $53,066 | 12/31/2023 |
MA | 124,418 | $53,066 | 12/31/2023 |
Ziegler Capital Management LLC | 123,056 | $52,480 | 12/31/2023 |
MA | 123,056 | $52,480 | 12/31/2023 |
Academy Capital Management Inc. TX | 122,642 | $52,308 | 12/31/2023 |
MA | 122,642 | $52,308 | 12/31/2023 |
Blue Whale Capital LLP | 121,750 | $51,928 | 12/31/2023 |
MA | 121,750 | $51,928 | 12/31/2023 |
TD Waterhouse Canada Inc. | 121,302 | $51,737 | 12/31/2023 |
MA | 121,302 | $51,737 | 12/31/2023 |
Empire Life Investments Inc. | 120,977 | $51,598 | 12/31/2023 |
MA | 120,977 | $51,598 | 12/31/2023 |
Troy Asset Management Ltd | 120,833 | $51,536 | 12/31/2023 |
MA | 120,833 | $51,536 | 12/31/2023 |
Signature Estate & Investment Advisors LLC | 116,088 | $49,512 | 12/31/2023 |
MA | 116,088 | $49,512 | 12/31/2023 |
Bath Savings Trust Co | 102,732 | $49,473 | 03/31/2024 |
MA | 102,732 | $49,473 | 03/31/2024 |
Townsquare Capital LLC | 114,512 | $48,840 | 12/31/2023 |
MA | 114,512 | $48,840 | 12/31/2023 |
NS Partners Ltd | 113,629 | $48,464 | 12/31/2023 |
MA | 113,629 | $48,464 | 12/31/2023 |
Carnegie Capital Asset Management LLC | 113,625 | $48,462 | 12/31/2023 |
MA | 113,625 | $48,462 | 12/31/2023 |
Kempen Capital Management N.V. | 113,583 | $48,444 | 12/31/2023 |
MA | 113,583 | $48,444 | 12/31/2023 |
Voloridge Investment Management LLC | 113,289 | $48,319 | 12/31/2023 |
MA | 113,289 | $48,319 | 12/31/2023 |
Advisors Asset Management Inc. | 113,227 | $48,292 | 12/31/2023 |
MA | 113,227 | $48,292 | 12/31/2023 |
OFI Invest Asset Management | 112,794 | $48,108 | 12/31/2023 |
MA | 112,794 | $48,108 | 12/31/2023 |
Tower Research Capital LLC TRC | 112,306 | $47,900 | 12/31/2023 |
MA | 112,306 | $47,900 | 12/31/2023 |
Yousif Capital Management LLC | 112,059 | $47,794 | 12/31/2023 |
MA | 112,059 | $47,794 | 12/31/2023 |
Destination Wealth Management | $47,654 | 12/31/2023 | |
MA | 111,716 | $47,648 | 12/31/2023 |
Call | 100 | $6 | 12/31/2023 |
Mutual of America Capital Management LLC | 110,843 | $47,276 | 12/31/2023 |
MA | 110,843 | $47,276 | 12/31/2023 |
Thornburg Investment Management Inc. | 109,924 | $46,875 | 12/31/2023 |
MA | 109,924 | $46,875 | 12/31/2023 |
Nitorum Capital L.P. | 109,703 | $46,789 | 12/31/2023 |
MA | 109,703 | $46,789 | 12/31/2023 |
Dearborn Partners LLC | 109,161 | $46,558 | 12/31/2023 |
MA | 109,161 | $46,558 | 12/31/2023 |
QRG Capital Management Inc. | 107,970 | $46,050 | 12/31/2023 |
MA | 107,970 | $46,050 | 12/31/2023 |
Cypress Funds LLC | 107,673 | $45,924 | 12/31/2023 |
MA | 107,673 | $45,924 | 12/31/2023 |
Nomura Holdings Inc. | $45,862 | 12/31/2023 | |
MA | 101,529 | $43,303 | 12/31/2023 |
Call | 25,100 | $10,705 | 12/31/2023 |
Put | 19,100 | $8,146 | 12/31/2023 |
Snyder Capital Management L P | 107,192 | $45,718 | 12/31/2023 |
MA | 107,192 | $45,718 | 12/31/2023 |
Logan Capital Management Inc. | 106,848 | $45,572 | 12/31/2023 |
MA | 106,848 | $45,572 | 12/31/2023 |
Sapient Capital LLC | 93,907 | $45,223 | 03/31/2024 |
MA | 93,907 | $45,223 | 03/31/2024 |
PGGM Investments | 105,618 | $45,047 | 12/31/2023 |
MA | 105,618 | $45,047 | 12/31/2023 |
Port Capital LLC | 105,306 | $44,914 | 12/31/2023 |
MA | 105,306 | $44,914 | 12/31/2023 |
Motley Fool Wealth Management LLC | 104,274 | $44,402 | 12/31/2023 |
MA | 104,274 | $44,402 | 12/31/2023 |
Hyman Charles D | 103,462 | $44,128 | 12/31/2023 |
MA | 103,462 | $44,128 | 12/31/2023 |
Ilmarinen Mutual Pension Insurance Co | 103,025 | $43,941 | 12/31/2023 |
MA | 103,025 | $43,941 | 12/31/2023 |
AMI Asset Management Corp | 90,989 | $43,818 | 03/31/2024 |
MA | 90,989 | $43,818 | 03/31/2024 |
Santa Monica Partners LP | 102,170 | $43,577 | 12/31/2023 |
MA | 102,170 | $43,577 | 12/31/2023 |
Cresset Asset Management LLC | 101,074 | $43,109 | 12/31/2023 |
MA | 101,074 | $43,109 | 12/31/2023 |
Heritage Wealth Advisors | 100,089 | $42,689 | 12/31/2023 |
MA | 100,089 | $42,689 | 12/31/2023 |
Nissay Asset Management Corp Japan ADV | 100,065 | $42,679 | 12/31/2023 |
MA | 100,065 | $42,679 | 12/31/2023 |
Wealthfront Advisers LLC | 88,562 | $42,649 | 03/31/2024 |
MA | 88,562 | $42,649 | 03/31/2024 |
Sanibel Captiva Trust Company Inc. | 99,838 | $42,582 | 12/31/2023 |
MA | 99,838 | $42,582 | 12/31/2023 |
Hemenway Trust Co LLC | 99,498 | $42,437 | 12/31/2023 |
MA | 99,498 | $42,437 | 12/31/2023 |
Oregon Public Employees Retirement Fund | 98,995 | $42,222 | 12/31/2023 |
MA | 98,995 | $42,222 | 12/31/2023 |
Beck Mack & Oliver LLC | 98,840 | $42,156 | 12/31/2023 |
MA | 98,840 | $42,156 | 12/31/2023 |
Sather Financial Group Inc | 97,937 | $41,771 | 12/31/2023 |
MA | 97,937 | $41,771 | 12/31/2023 |
United Capital Financial Advisers LLC | 96,062 | $40,971 | 12/31/2023 |
MA | 96,062 | $40,971 | 12/31/2023 |
Migdal Insurance & Financial Holdings Ltd. | 95,698 | $40,816 | 12/31/2023 |
MA | 95,698 | $40,816 | 12/31/2023 |
Meeder Asset Management Inc. | 95,290 | $40,642 | 12/31/2023 |
MA | 95,290 | $40,642 | 12/31/2023 |
Bowie Capital Management LLC | 93,931 | $40,063 | 12/31/2023 |
MA | 93,931 | $40,063 | 12/31/2023 |
Park Presidio Capital LLC | 93,749 | $39,985 | 12/31/2023 |
MA | 93,749 | $39,985 | 12/31/2023 |
Cetera Advisor Networks LLC | 92,766 | $39,566 | 12/31/2023 |
MA | 92,766 | $39,566 | 12/31/2023 |
Artisan Partners Limited Partnership | 92,058 | $39,264 | 12/31/2023 |
MA | 92,058 | $39,264 | 12/31/2023 |
AMF Pensionsforsakring AB | 81,384 | $39,207 | 03/31/2024 |
MA | 81,384 | $39,207 | 03/31/2024 |
Guinness Asset Management LTD | 80,862 | $38,937 | 03/31/2024 |
MA | 80,862 | $38,937 | 03/31/2024 |
WestEnd Advisors LLC | 91,036 | $38,828 | 12/31/2023 |
MA | 91,036 | $38,828 | 12/31/2023 |
Dai Ichi Life Insurance Company Ltd | 90,822 | $38,736 | 12/31/2023 |
MA | 90,822 | $38,736 | 12/31/2023 |
Stephens Inc. AR | 90,471 | $38,587 | 12/31/2023 |
MA | 90,471 | $38,587 | 12/31/2023 |
First Financial Bankshares Inc | 89,990 | $38,382 | 12/31/2023 |
MA | 89,990 | $38,382 | 12/31/2023 |
Avenir Corp | 89,901 | $38,344 | 12/31/2023 |
MA | 89,901 | $38,344 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 89,705 | $38,261 | 12/31/2023 |
MA | 89,705 | $38,261 | 12/31/2023 |
Sumitomo Mitsui DS Asset Management Company Ltd | 89,526 | $38,184 | 12/31/2023 |
MA | 89,526 | $38,184 | 12/31/2023 |
Wafra Inc. | 89,421 | $38,139 | 12/31/2023 |
MA | 89,421 | $38,139 | 12/31/2023 |
Gulf International Bank UK Ltd | 78,774 | $37,935 | 03/31/2024 |
MA | 78,774 | $37,935 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 88,552 | $37,768 | 12/31/2023 |
MA | 88,552 | $37,768 | 12/31/2023 |
Busey Wealth Management | 87,458 | $37,302 | 12/31/2023 |
MA | 87,458 | $37,302 | 12/31/2023 |
Rokos Capital Management LLP | 87,053 | $37,136 | 12/31/2023 |
MA | 87,053 | $37,136 | 12/31/2023 |
J. Stern & Co. LLP | 82,545 | $37,082 | 12/31/2023 |
MA | 82,545 | $37,082 | 12/31/2023 |
Lannebo Fonder AB | 86,177 | $36,830 | 12/31/2023 |
MA | 86,177 | $36,830 | 12/31/2023 |
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH | 76,114 | $36,654 | 03/31/2024 |
MA | 76,114 | $36,654 | 03/31/2024 |
Adams Diversified Equity Fund Inc. | 85,762 | $36,578 | 12/31/2023 |
MA | 85,762 | $36,578 | 12/31/2023 |
NewEdge Wealth LLC | 85,213 | $36,344 | 12/31/2023 |
MA | 85,213 | $36,344 | 12/31/2023 |
Davis Asset Management L.P. | 85,000 | $36,253 | 12/31/2023 |
MA | 85,000 | $36,253 | 12/31/2023 |
Crossmark Global Holdings Inc. | 84,959 | $36,236 | 12/31/2023 |
MA | 84,959 | $36,236 | 12/31/2023 |
Parallax Volatility Advisers L.P. | $36,211 | 12/31/2023 | |
Call | 124,600 | $53,143 | 12/31/2023 |
Put | 39,700 | $16,932 | 12/31/2023 |
Stonehage Fleming Financial Services Holdings Ltd | 84,498 | $36,039 | 12/31/2023 |
MA | 84,498 | $36,039 | 12/31/2023 |
Gillson Capital LP | 84,450 | $36,019 | 12/31/2023 |
MA | 84,450 | $36,019 | 12/31/2023 |
Daiwa Securities Group Inc. | 84,298 | $35,954 | 12/31/2023 |
MA | 84,298 | $35,954 | 12/31/2023 |
SG Americas Securities LLC | $35,767 | 12/31/2023 | |
MA | 79,849 | $34,056 | 12/31/2023 |
Call | 165,000 | $1,711 | 12/31/2023 |
Banco Santander S.A. | 83,749 | $35,720 | 12/31/2023 |
MA | 83,749 | $35,720 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 82,461 | $35,171 | 12/31/2023 |
MA | 82,461 | $35,171 | 12/31/2023 |
Petrus Trust Company LTA | 82,447 | $35,164 | 12/31/2023 |
MA | 82,447 | $35,164 | 12/31/2023 |
Atria Investments LLC | 82,088 | $35,006 | 12/31/2023 |
MA | 82,088 | $35,006 | 12/31/2023 |
Newbrook Capital Advisors LP | 81,403 | $34,719 | 12/31/2023 |
MA | 81,403 | $34,719 | 12/31/2023 |
TIAA Trust National Association | 81,380 | $34,709 | 12/31/2023 |
MA | 81,380 | $34,709 | 12/31/2023 |
Triodos Investment Management BV | 81,314 | $34,681 | 12/31/2023 |
MA | 81,314 | $34,681 | 12/31/2023 |
Border to Coast Pensions Partnership Ltd | 80,900 | $34,505 | 12/31/2023 |
MA | 80,900 | $34,505 | 12/31/2023 |
Campbell Newman Asset Management Inc. | 71,483 | $34,424 | 03/31/2024 |
MA | 71,483 | $34,424 | 03/31/2024 |
Prudential PLC | 80,473 | $34,323 | 12/31/2023 |
MA | 80,473 | $34,323 | 12/31/2023 |
Assetmark Inc. | 80,462 | $34,318 | 12/31/2023 |
MA | 80,462 | $34,318 | 12/31/2023 |
MAI Capital Management | 80,357 | $34,273 | 12/31/2023 |
MA | 80,357 | $34,273 | 12/31/2023 |
National Mutual Insurance Federation of Agricultural Cooperatives | 79,100 | $33,737 | 12/31/2023 |
MA | 79,100 | $33,737 | 12/31/2023 |
Moody Lynn & Lieberson LLC | 78,381 | $33,430 | 12/31/2023 |
MA | 78,381 | $33,430 | 12/31/2023 |
Beese Fulmer Investment Management Inc. | 69,032 | $33,244 | 03/31/2024 |
MA | 69,032 | $33,244 | 03/31/2024 |
Spence Asset Management | 68,960 | $33,209 | 03/31/2024 |
MA | 68,960 | $33,209 | 03/31/2024 |
Cambiar Investors LLC | 77,684 | $33,133 | 12/31/2023 |
MA | 77,684 | $33,133 | 12/31/2023 |
Advisors Capital Management LLC | 77,245 | $32,946 | 12/31/2023 |
MA | 77,245 | $32,946 | 12/31/2023 |
Manitou Investment Management Ltd. | 77,001 | $32,842 | 12/31/2023 |
MA | 77,001 | $32,842 | 12/31/2023 |
Pictet & Cie Europe SA | 76,162 | $32,484 | 12/31/2023 |
MA | 76,162 | $32,484 | 12/31/2023 |
Renaissance Group LLC | 76,141 | $32,474 | 12/31/2023 |
MA | 76,141 | $32,474 | 12/31/2023 |
Ithaka Group LLC | 75,059 | $32,013 | 12/31/2023 |
MA | 75,059 | $32,013 | 12/31/2023 |
Motley Fool Asset Management LLC | 74,938 | $31,962 | 12/31/2023 |
MA | 74,938 | $31,962 | 12/31/2023 |
AE Wealth Management LLC | 72,879 | $31,960 | 12/31/2023 |
MA | 72,879 | $31,960 | 12/31/2023 |
Avanda Investment Management Pte. Ltd. | 74,812 | $31,908 | 12/31/2023 |
MA | 74,812 | $31,908 | 12/31/2023 |
Pacer Advisors Inc. | 74,754 | $31,883 | 12/31/2023 |
MA | 74,754 | $31,883 | 12/31/2023 |
Unigestion Holding SA | 74,635 | $31,833 | 12/31/2023 |
MA | 74,635 | $31,833 | 12/31/2023 |
Tokio Marine Asset Management Co. Ltd. | 74,358 | $31,714 | 12/31/2023 |
MA | 74,358 | $31,714 | 12/31/2023 |
Aquamarine Zurich AG | 65,750 | $31,663 | 03/31/2024 |
MA | 65,750 | $31,663 | 03/31/2024 |
NorthCrest Asset Manangement LLC | 65,667 | $31,623 | 03/31/2024 |
MA | 65,667 | $31,623 | 03/31/2024 |
Hillman Co. | 65,651 | $31,616 | 03/31/2024 |
MA | 65,651 | $31,616 | 03/31/2024 |
Elo Mutual Pension Insurance Co | 73,456 | $31,330 | 12/31/2023 |
MA | 73,456 | $31,330 | 12/31/2023 |
Birch Hill Investment Advisors LLC | 73,272 | $31,251 | 12/31/2023 |
MA | 73,272 | $31,251 | 12/31/2023 |
Lincoln Capital LLC | 64,882 | $31,245 | 03/31/2024 |
MA | 64,882 | $31,245 | 03/31/2024 |
Biondo Investment Advisors LLC | 72,837 | $31,065 | 12/31/2023 |
MA | 72,837 | $31,065 | 12/31/2023 |
Atwood & Palmer Inc. | 63,788 | $30,718 | 03/31/2024 |
MA | 63,788 | $30,718 | 03/31/2024 |
Illinois Municipal Retirement Fund | 71,822 | $30,633 | 12/31/2023 |
MA | 71,822 | $30,633 | 12/31/2023 |
Achmea Investment Management B.V. | 71,618 | $30,546 | 12/31/2023 |
MA | 71,618 | $30,546 | 12/31/2023 |
Schwerin Boyle Capital Management Inc. | 71,106 | $30,327 | 12/31/2023 |
MA | 71,106 | $30,327 | 12/31/2023 |
Investment Management Corp of Ontario | 69,887 | $29,808 | 12/31/2023 |
MA | 69,887 | $29,808 | 12/31/2023 |
First Long Island Investors LLC | 69,874 | $29,802 | 12/31/2023 |
MA | 69,874 | $29,802 | 12/31/2023 |
Rockland Trust Co. | 61,878 | $29,799 | 03/31/2024 |
MA | 61,878 | $29,799 | 03/31/2024 |
Maryland State Retirement & Pension System | 64,995 | $29,783 | 03/31/2024 |
MA | 64,995 | $29,783 | 03/31/2024 |
Toroso Investments LLC | 69,711 | $29,732 | 12/31/2023 |
MA | 69,711 | $29,732 | 12/31/2023 |
JustInvest LLC | 69,596 | $29,683 | 12/31/2023 |
MA | 69,596 | $29,683 | 12/31/2023 |
14B Captial Management LP | 69,000 | $29,429 | 12/31/2023 |
MA | 69,000 | $29,429 | 12/31/2023 |
O Shaughnessy Asset Management LLC | 68,690 | $29,297 | 12/31/2023 |
MA | 68,690 | $29,297 | 12/31/2023 |
Global Frontier Investments LLC | 68,000 | $29,002 | 12/31/2023 |
MA | 68,000 | $29,002 | 12/31/2023 |
Maple Capital Management Inc. | 67,910 | $28,964 | 12/31/2023 |
MA | 67,910 | $28,964 | 12/31/2023 |
Braun Stacey Associates Inc. | 67,681 | $28,867 | 12/31/2023 |
MA | 67,681 | $28,867 | 12/31/2023 |
Ethic Inc. | 67,394 | $28,744 | 12/31/2023 |
MA | 67,394 | $28,744 | 12/31/2023 |
JLB & Associates Inc. | 67,087 | $28,613 | 12/31/2023 |
MA | 67,087 | $28,613 | 12/31/2023 |
Ironvine Capital Partners LLC | 66,943 | $28,552 | 12/31/2023 |
MA | 66,943 | $28,552 | 12/31/2023 |
Coronation Fund Managers Ltd. | 66,800 | $28,491 | 12/31/2023 |
MA | 66,800 | $28,491 | 12/31/2023 |
Farley Capital L.P. | 66,693 | $28,445 | 12/31/2023 |
MA | 66,693 | $28,445 | 12/31/2023 |
Suncoast Equity Management | 66,580 | $28,397 | 12/31/2023 |
MA | 66,580 | $28,397 | 12/31/2023 |
Archon Partners LLC | 66,500 | $28,363 | 12/31/2023 |
MA | 66,500 | $28,363 | 12/31/2023 |
BOKF NA | 66,410 | $28,325 | 12/31/2023 |
MA | 66,410 | $28,325 | 12/31/2023 |
Kentucky Retirement Systems | 66,256 | $28,259 | 12/31/2023 |
MA | 66,256 | $28,259 | 12/31/2023 |
Allen Operations LLC | 65,553 | $27,959 | 12/31/2023 |
MA | 65,553 | $27,959 | 12/31/2023 |
RBF Capital LLC | 65,500 | $27,936 | 12/31/2023 |
MA | 65,500 | $27,936 | 12/31/2023 |
Guardian Capital LP | 65,334 | $27,866 | 12/31/2023 |
MA | 65,334 | $27,866 | 12/31/2023 |
GTS Securities LLC | $27,784 | 12/31/2023 | |
Call | 106,000 | $45,210 | 12/31/2023 |
Put | 60,300 | $25,719 | 12/31/2023 |
MA | 19,445 | $8,293 | 12/31/2023 |
Martingale Asset Management L P | 64,484 | $27,503 | 12/31/2023 |
MA | 64,484 | $27,503 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 64,258 | $27,406 | 12/31/2023 |
MA | 64,258 | $27,406 | 12/31/2023 |
Sora Investors LLC | 64,000 | $27,297 | 12/31/2023 |
MA | 64,000 | $27,297 | 12/31/2023 |
Westwood Management Corp IL | 63,800 | $27,211 | 12/31/2023 |
MA | 63,800 | $27,211 | 12/31/2023 |
MayTech Global Investments LLC | 63,799 | $27,211 | 12/31/2023 |
MA | 63,799 | $27,211 | 12/31/2023 |
Fundsmith LLP | 63,677 | $27,159 | 12/31/2023 |
MA | 63,677 | $27,159 | 12/31/2023 |
Tocqueville Asset Management L.P. | 63,406 | $27,043 | 12/31/2023 |
MA | 63,406 | $27,043 | 12/31/2023 |
Picton Mahoney Asset Management | 63,066 | $26,897 | 12/31/2023 |
MA | 63,066 | $26,897 | 12/31/2023 |
South Dakota Investment Council | 63,003 | $26,871 | 12/31/2023 |
MA | 63,003 | $26,871 | 12/31/2023 |
Beacon Pointe Advisors LLC | 62,553 | $26,680 | 12/31/2023 |
MA | 62,553 | $26,680 | 12/31/2023 |
Chesley Taft & Associates LLC | 55,039 | $26,505 | 03/31/2024 |
MA | 55,039 | $26,505 | 03/31/2024 |
Associated Banc Corp | 61,490 | $26,226 | 12/31/2023 |
MA | 61,490 | $26,226 | 12/31/2023 |
Alps Advisors Inc. | 61,291 | $26,141 | 12/31/2023 |
MA | 61,291 | $26,141 | 12/31/2023 |
Atria Wealth Solutions Inc. | 61,112 | $26,065 | 12/31/2023 |
MA | 61,112 | $26,065 | 12/31/2023 |
Dupont Capital Management Corp | 60,951 | $25,996 | 12/31/2023 |
MA | 60,951 | $25,996 | 12/31/2023 |
GW&K Investment Management LLC | 60,705 | $25,891 | 12/31/2023 |
MA | 60,705 | $25,891 | 12/31/2023 |
Eminence Capital LP | 60,431 | $25,774 | 12/31/2023 |
MA | 60,431 | $25,774 | 12/31/2023 |
Hartford Investment Management Co. | 53,292 | $25,664 | 03/31/2024 |
MA | 53,292 | $25,664 | 03/31/2024 |
Exencial Wealth Advisors LLC | 60,077 | $25,623 | 12/31/2023 |
MA | 60,077 | $25,623 | 12/31/2023 |
Titan Global Capital Management USA LLC | 59,971 | $25,578 | 12/31/2023 |
MA | 59,971 | $25,578 | 12/31/2023 |
Dock Street Asset Management Inc. | 59,957 | $25,572 | 12/31/2023 |
MA | 59,957 | $25,572 | 12/31/2023 |
Systematic Alpha Investments LLC | 59,876 | $25,538 | 12/31/2023 |
MA | 59,876 | $25,538 | 12/31/2023 |
Trust Co. of Vermont | 59,683 | $25,455 | 12/31/2023 |
MA | 59,683 | $25,455 | 12/31/2023 |
Spire Wealth Management | 58,069 | $25,363 | 12/31/2023 |
MA | 58,069 | $25,363 | 12/31/2023 |
Night Owl Capital Management LLC | 59,325 | $25,303 | 12/31/2023 |
MA | 59,325 | $25,303 | 12/31/2023 |
South State CORP. | 58,441 | $24,926 | 12/31/2023 |
MA | 58,441 | $24,926 | 12/31/2023 |
Granite Bay Wealth Management LLC | 61,743 | $24,804 | 12/31/2023 |
MA | 61,743 | $24,804 | 12/31/2023 |
NFJ Investment Group LLC | 57,935 | $24,710 | 12/31/2023 |
MA | 57,935 | $24,710 | 12/31/2023 |
Great Lakes Advisors LLC | 57,615 | $24,573 | 12/31/2023 |
MA | 57,615 | $24,573 | 12/31/2023 |
Smith Salley & Associates | 57,608 | $24,570 | 12/31/2023 |
MA | 57,608 | $24,570 | 12/31/2023 |
Cetera Investment Advisers | 57,354 | $24,462 | 12/31/2023 |
MA | 57,354 | $24,462 | 12/31/2023 |
Ieq Capital LLC | 57,107 | $24,356 | 12/31/2023 |
MA | 57,107 | $24,356 | 12/31/2023 |
First Foundation Advisors | 56,862 | $24,252 | 12/31/2023 |
MA | 56,862 | $24,252 | 12/31/2023 |
CWM LLC | 50,290 | $24,218 | 03/31/2024 |
MA | 50,290 | $24,218 | 03/31/2024 |
New Mexico Educational Retirement Board | 50,210 | $24,180 | 03/31/2024 |
MA | 50,210 | $24,180 | 03/31/2024 |
Kestra Advisory Services LLC | 56,339 | $24,029 | 12/31/2023 |
MA | 56,339 | $24,029 | 12/31/2023 |
Federated Hermes Inc. | 55,823 | $23,809 | 12/31/2023 |
MA | 55,823 | $23,809 | 12/31/2023 |
Cetera Advisors LLC | 55,672 | $23,745 | 12/31/2023 |
MA | 55,672 | $23,745 | 12/31/2023 |
Shell Asset Management Co. | 55,633 | $23,728 | 12/31/2023 |
MA | 55,633 | $23,728 | 12/31/2023 |
FineMark National Bank & Trust | 55,251 | $23,565 | 12/31/2023 |
MA | 55,251 | $23,565 | 12/31/2023 |
King Luther Capital Management Corp | 55,076 | $23,490 | 12/31/2023 |
MA | 55,076 | $23,490 | 12/31/2023 |
Bridgeway Capital Management Inc. | 54,798 | $23,372 | 12/31/2023 |
MA | 54,798 | $23,372 | 12/31/2023 |
Park Avenue Securities LLC | 48,401 | $23,309 | 03/31/2024 |
MA | 48,401 | $23,309 | 03/31/2024 |
Everett Harris & Co. CA | 48,075 | $23,151 | 03/31/2024 |
MA | 48,075 | $23,151 | 03/31/2024 |
Capital International Sarl | 53,959 | $23,014 | 12/31/2023 |
MA | 53,959 | $23,014 | 12/31/2023 |
London & Capital Asset Management Ltd | 53,686 | $22,898 | 12/31/2023 |
MA | 53,686 | $22,898 | 12/31/2023 |
Pittenger & Anderson Inc. | 53,475 | $22,808 | 12/31/2023 |
MA | 53,475 | $22,808 | 12/31/2023 |
Ardevora Asset Management LLP | 53,304 | $22,735 | 12/31/2023 |
MA | 53,304 | $22,735 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 52,818 | $22,527 | 12/31/2023 |
MA | 52,818 | $22,527 | 12/31/2023 |
Premier Fund Managers Ltd | 52,555 | $22,424 | 12/31/2023 |
MA | 52,555 | $22,424 | 12/31/2023 |
Securian Asset Management Inc | 52,446 | $22,369 | 12/31/2023 |
MA | 52,446 | $22,369 | 12/31/2023 |
GWM Advisors LLC | 51,919 | $22,304 | 12/31/2023 |
MA | 51,919 | $22,304 | 12/31/2023 |
Gilder Gagnon Howe & Co. LLC | 52,281 | $22,298 | 12/31/2023 |
MA | 52,281 | $22,298 | 12/31/2023 |
Bedrijfstakpensioenfonds Voor DE Media PNO | 49,950 | $22,273 | 03/31/2024 |
MA | 49,950 | $22,273 | 03/31/2024 |
Cornerstone Advisors LLC | 52,200 | $22,264 | 12/31/2023 |
MA | 52,200 | $22,264 | 12/31/2023 |
Kingsview Wealth Management LLC | 52,051 | $22,200 | 12/31/2023 |
MA | 52,051 | $22,200 | 12/31/2023 |
Spouting Rock Asset Management LLC | 51,966 | $22,164 | 12/31/2023 |
MA | 51,966 | $22,164 | 12/31/2023 |
Lido Advisors LLC | $22,157 | 12/31/2023 | |
MA | 52,651 | $22,456 | 12/31/2023 |
Put | 700 | $299 | 12/31/2023 |
Roanoke Asset Management Corp NY | 51,911 | $22,141 | 12/31/2023 |
MA | 51,911 | $22,141 | 12/31/2023 |
Orion Portfolio Solutions LLC | 52,448 | $22,132 | 12/31/2023 |
MA | 52,448 | $22,132 | 12/31/2023 |
Somerville Kurt F | 51,376 | $21,912 | 12/31/2023 |
MA | 51,376 | $21,912 | 12/31/2023 |
Huntington National Bank | 51,348 | $21,900 | 12/31/2023 |
MA | 51,348 | $21,900 | 12/31/2023 |
Barr E S & Co. | 51,171 | $21,825 | 12/31/2023 |
MA | 51,171 | $21,825 | 12/31/2023 |
Applied Finance Capital Management LLC | 51,043 | $21,771 | 12/31/2023 |
MA | 51,043 | $21,771 | 12/31/2023 |
Bright Rock Capital Management LLC | 45,000 | $21,671 | 03/31/2024 |
MA | 45,000 | $21,671 | 03/31/2024 |
Vident Advisory LLC | 50,441 | $21,514 | 12/31/2023 |
MA | 50,441 | $21,514 | 12/31/2023 |
Forte Capital LLC ADV | 50,107 | $21,371 | 12/31/2023 |
MA | 50,107 | $21,371 | 12/31/2023 |
Louisiana State Employees Retirement System | 50,100 | $21,368 | 12/31/2023 |
MA | 50,100 | $21,368 | 12/31/2023 |
Baker Chad R | 44,295 | $21,331 | 03/31/2024 |
MA | 44,295 | $21,331 | 03/31/2024 |
Cincinnati Insurance Co. | 50,000 | $21,326 | 12/31/2023 |
MA | 50,000 | $21,326 | 12/31/2023 |
Davidson Kempner Capital Management LP | 50,000 | $21,326 | 12/31/2023 |
MA | 50,000 | $21,326 | 12/31/2023 |
ClariVest Asset Management LLC | 49,890 | $21,279 | 12/31/2023 |
MA | 49,890 | $21,279 | 12/31/2023 |
America First Investment Advisors LLC | 44,171 | $21,272 | 03/31/2024 |
MA | 44,171 | $21,272 | 03/31/2024 |
EULAV Asset Management | 49,412 | $21,075 | 12/31/2023 |
MA | 49,412 | $21,075 | 12/31/2023 |
Sandy Spring Bank | 49,215 | $20,991 | 12/31/2023 |
MA | 49,215 | $20,991 | 12/31/2023 |
Abner Herrman & Brock LLC | 43,507 | $20,952 | 03/31/2024 |
MA | 43,507 | $20,952 | 03/31/2024 |
Birinyi Associates Inc. | 49,035 | $20,914 | 12/31/2023 |
MA | 49,035 | $20,914 | 12/31/2023 |
Point72 Asset Management L.P. | $20,890 | 12/31/2023 | |
Call | 64,800 | $27,638 | 12/31/2023 |
Put | 49,000 | $20,899 | 12/31/2023 |
MA | 33,178 | $14,151 | 12/31/2023 |
Metis Global Partners LLC | 48,323 | $20,610 | 12/31/2023 |
MA | 48,323 | $20,610 | 12/31/2023 |
E. Ohman J or Asset Management AB | 47,853 | $20,410 | 12/31/2023 |
MA | 47,853 | $20,410 | 12/31/2023 |
Bank Pictet & Cie Asia Ltd. | 47,605 | $20,304 | 12/31/2023 |
MA | 47,605 | $20,304 | 12/31/2023 |
Raub Brock Capital Management LP | 41,545 | $20,007 | 03/31/2024 |
MA | 41,545 | $20,007 | 03/31/2024 |
Perigon Wealth Management LLC | 46,739 | $19,935 | 12/31/2023 |
MA | 46,739 | $19,935 | 12/31/2023 |
Cercano Management LLC | 46,601 | $19,876 | 12/31/2023 |
MA | 46,601 | $19,876 | 12/31/2023 |
Banque Cantonale Vaudoise | 41,250 | $19,865 | 03/31/2024 |
MA | 41,250 | $19,865 | 03/31/2024 |
Private Advisor Group LLC | 46,192 | $19,701 | 12/31/2023 |
MA | 46,192 | $19,701 | 12/31/2023 |
Harvey Investment Co. LLC | 46,086 | $19,656 | 12/31/2023 |
MA | 46,086 | $19,656 | 12/31/2023 |
Factory Mutual Insurance Co. | 40,800 | $19,648 | 03/31/2024 |
MA | 40,800 | $19,648 | 03/31/2024 |
Columbus Hill Capital Management L.P. | 45,936 | $19,592 | 12/31/2023 |
MA | 45,936 | $19,592 | 12/31/2023 |
Nixon Peabody Trust Co. | 45,869 | $19,564 | 12/31/2023 |
MA | 45,869 | $19,564 | 12/31/2023 |
Fiduciary Trust Co. | 45,855 | $19,558 | 12/31/2023 |
MA | 45,855 | $19,558 | 12/31/2023 |
Advisory Services Network LLC | 45,727 | $19,503 | 12/31/2023 |
MA | 45,727 | $19,503 | 12/31/2023 |
First Citizens Bank & Trust Co. | 39,996 | $19,261 | 03/31/2024 |
MA | 39,996 | $19,261 | 03/31/2024 |
Gavilan Investment Partners LLC | 45,000 | $19,193 | 12/31/2023 |
MA | 45,000 | $19,193 | 12/31/2023 |
Evoke Wealth LLC | 44,821 | $19,117 | 12/31/2023 |
MA | 44,821 | $19,117 | 12/31/2023 |
Harbour Trust & Investment Management Co | 39,680 | $19,109 | 03/31/2024 |
MA | 39,680 | $19,109 | 03/31/2024 |
Oppenheimer & Co. Inc. | 44,683 | $19,058 | 12/31/2023 |
MA | 44,683 | $19,058 | 12/31/2023 |
West Coast Financial LLC | 38,910 | $18,738 | 03/31/2024 |
MA | 38,910 | $18,738 | 03/31/2024 |
Ninety One SA PTY Ltd | 43,891 | $18,720 | 12/31/2023 |
MA | 43,891 | $18,720 | 12/31/2023 |
Jag Capital Management LLC | 43,352 | $18,490 | 12/31/2023 |
MA | 43,352 | $18,490 | 12/31/2023 |
Delta Global Management LP | 43,272 | $18,456 | 12/31/2023 |
MA | 43,272 | $18,456 | 12/31/2023 |
Wesbanco Bank Inc. | 42,570 | $18,157 | 12/31/2023 |
MA | 42,570 | $18,157 | 12/31/2023 |
Synovus Financial Corp | 42,403 | $18,089 | 12/31/2023 |
MA | 42,403 | $18,089 | 12/31/2023 |
Pinnacle Associates Ltd. | 42,373 | $18,073 | 12/31/2023 |
MA | 42,373 | $18,073 | 12/31/2023 |
Foster Victor Wealth Advisors LLC | 42,752 | $18,041 | 12/31/2023 |
MA | 42,752 | $18,041 | 12/31/2023 |
Cim LLC | 38,059 | $17,947 | 12/31/2023 |
MA | 38,059 | $17,947 | 12/31/2023 |
Settian Capital LP | 41,900 | $17,871 | 12/31/2023 |
MA | 41,900 | $17,871 | 12/31/2023 |
Parallel Advisors LLC | 41,661 | $17,769 | 12/31/2023 |
MA | 41,661 | $17,769 | 12/31/2023 |
Azimuth Capital Investment Management LLC | 41,034 | $17,501 | 12/31/2023 |
MA | 41,034 | $17,501 | 12/31/2023 |
Meritage Portfolio Management | 40,951 | $17,466 | 12/31/2023 |
MA | 40,951 | $17,466 | 12/31/2023 |
Dash Acquisitions Inc. | 37,944 | $17,461 | 03/31/2024 |
MA | 37,944 | $17,461 | 03/31/2024 |
Broderick Brian C | 40,927 | $17,456 | 12/31/2023 |
MA | 40,927 | $17,456 | 12/31/2023 |
Martin Investment Management LLC | 40,813 | $17,407 | 12/31/2023 |
MA | 40,813 | $17,407 | 12/31/2023 |
Nepsis Inc. | 36,094 | $17,382 | 03/31/2024 |
MA | 36,094 | $17,382 | 03/31/2024 |
Palo DS Manager LLC | 40,706 | $17,362 | 12/31/2023 |
MA | 40,706 | $17,362 | 12/31/2023 |
Clarkston Capital Partners LLC | 40,614 | $17,322 | 12/31/2023 |
MA | 40,614 | $17,322 | 12/31/2023 |
Haverford Financial Services Inc. | 40,589 | $17,312 | 12/31/2023 |
MA | 40,589 | $17,312 | 12/31/2023 |
CENTRAL TRUST Co | 40,549 | $17,295 | 12/31/2023 |
MA | 40,549 | $17,295 | 12/31/2023 |
Congress Asset Management Co. MA | 35,550 | $17,120 | 03/31/2024 |
MA | 35,550 | $17,120 | 03/31/2024 |
Eagle Global Advisors LLC | 40,078 | $17,094 | 12/31/2023 |
MA | 40,078 | $17,094 | 12/31/2023 |
North Star Asset Management Inc. | 39,658 | $16,914 | 12/31/2023 |
MA | 39,658 | $16,914 | 12/31/2023 |
Equitable Trust Co. | 39,588 | $16,885 | 12/31/2023 |
MA | 39,588 | $16,885 | 12/31/2023 |
Holocene Advisors LP | 38,962 | $16,618 | 12/31/2023 |
MA | 38,962 | $16,618 | 12/31/2023 |
Auxier Asset Management | 38,881 | $16,583 | 12/31/2023 |
MA | 38,881 | $16,583 | 12/31/2023 |
Dixon Mitchell Investment Counsel Inc. | 34,427 | $16,579 | 03/31/2024 |
MA | 34,427 | $16,579 | 03/31/2024 |
DE Burlo Group Inc. | 41,782 | $16,542 | 12/31/2023 |
MA | 41,782 | $16,542 | 12/31/2023 |
Washington Trust Bank | 38,736 | $16,521 | 12/31/2023 |
MA | 38,736 | $16,521 | 12/31/2023 |
GAM Holding AG | 38,646 | $16,483 | 12/31/2023 |
MA | 38,646 | $16,483 | 12/31/2023 |
Penobscot Investment Management Company Inc. | 38,567 | $16,449 | 12/31/2023 |
MA | 38,567 | $16,449 | 12/31/2023 |
Interval Partners LP | $16,325 | 12/31/2023 | |
MA | 58,275 | $24,855 | 12/31/2023 |
Put | 200 | $8,530 | 12/31/2023 |
Hendershot Investments Inc. | 33,605 | $16,183 | 03/31/2024 |
MA | 33,605 | $16,183 | 03/31/2024 |
Oversea Chinese Banking CORP Ltd | 37,894 | $16,163 | 12/31/2023 |
MA | 37,894 | $16,163 | 12/31/2023 |
Mogy Joel R Investment Counsel Inc. | 37,812 | $16,127 | 12/31/2023 |
MA | 37,812 | $16,127 | 12/31/2023 |
Nan Shan Life Insurance Co. Ltd. | 37,800 | $16,122 | 12/31/2023 |
MA | 37,800 | $16,122 | 12/31/2023 |
Eagle Ridge Investment Management | 33,451 | $16,109 | 03/31/2024 |
MA | 33,451 | $16,109 | 03/31/2024 |
Moore Capital Management LP | 37,407 | $15,954 | 12/31/2023 |
MA | 37,407 | $15,954 | 12/31/2023 |
Jackson Hill Advisors LLC | 37,000 | $15,781 | 12/31/2023 |
MA | 37,000 | $15,781 | 12/31/2023 |
Quantitative Investment Management LLC | 36,943 | $15,756 | 12/31/2023 |
MA | 36,943 | $15,756 | 12/31/2023 |
Zacks Investment Management | 36,897 | $15,737 | 12/31/2023 |
MA | 36,897 | $15,737 | 12/31/2023 |
Thames Capital Management LLC | 36,812 | $15,701 | 12/31/2023 |
MA | 36,812 | $15,701 | 12/31/2023 |
Duncker Streett & Co. Inc. | 36,493 | $15,565 | 12/31/2023 |
MA | 36,493 | $15,565 | 12/31/2023 |
Baxter Bros Inc. | 36,095 | $15,395 | 12/31/2023 |
MA | 36,095 | $15,395 | 12/31/2023 |
Westpac Banking Corp | 35,463 | $15,125 | 12/31/2023 |
MA | 35,463 | $15,125 | 12/31/2023 |
Jackson Square Partners LLC | 35,395 | $15,096 | 12/31/2023 |
MA | 35,395 | $15,096 | 12/31/2023 |
Alley Investment Management Company LLC | 35,359 | $15,081 | 12/31/2023 |
MA | 35,359 | $15,081 | 12/31/2023 |
Beach Investment Counsel Inc. PA | 31,232 | $15,040 | 03/31/2024 |
MA | 31,232 | $15,040 | 03/31/2024 |
Moran Wealth Management LLC | 35,164 | $14,998 | 12/31/2023 |
MA | 35,164 | $14,998 | 12/31/2023 |
Artemis Investment Management LLP | 31,142 | $14,989 | 03/31/2024 |
MA | 31,142 | $14,989 | 03/31/2024 |
National Asset Management Inc. | 35,044 | $14,947 | 12/31/2023 |
MA | 35,044 | $14,947 | 12/31/2023 |
Zevenbergen Capital Investments LLC | 35,000 | $14,928 | 12/31/2023 |
MA | 35,000 | $14,928 | 12/31/2023 |
Wilbanks Smith & Thomas Asset Management LLC | 34,721 | $14,809 | 12/31/2023 |
MA | 34,721 | $14,809 | 12/31/2023 |
Vestcor Inc | 34,480 | $14,706 | 12/31/2023 |
MA | 34,480 | $14,706 | 12/31/2023 |
Sawgrass Asset Management LLC | 34,461 | $14,698 | 12/31/2023 |
MA | 34,461 | $14,698 | 12/31/2023 |
Threadgill Financial LLC | 30,472 | $14,675 | 03/31/2024 |
MA | 30,472 | $14,675 | 03/31/2024 |
United Asset Strategies Inc. | 34,369 | $14,659 | 12/31/2023 |
MA | 34,369 | $14,659 | 12/31/2023 |
Fulton Bank N.A. | 30,316 | $14,599 | 03/31/2024 |
MA | 30,316 | $14,599 | 03/31/2024 |
Capital Group Investment Management PTE. LTD. | 34,055 | $14,525 | 12/31/2023 |
MA | 34,055 | $14,525 | 12/31/2023 |
Metropolitan Life Insurance Co NY | 33,707 | $14,376 | 12/31/2023 |
MA | 33,707 | $14,376 | 12/31/2023 |
Diversified Trust Co | 29,620 | $14,264 | 03/31/2024 |
MA | 29,620 | $14,264 | 03/31/2024 |
Klingenstein Fields & Co. LP | 33,282 | $14,195 | 12/31/2023 |
MA | 33,282 | $14,195 | 12/31/2023 |
Kayne Anderson Rudnick Investment Management LLC | 33,157 | $14,142 | 12/31/2023 |
MA | 33,157 | $14,142 | 12/31/2023 |
Stratos Wealth Partners LTD. | 29,326 | $14,123 | 03/31/2024 |
MA | 29,326 | $14,123 | 03/31/2024 |
Tritonpoint Wealth LLC | 33,110 | $14,122 | 12/31/2023 |
MA | 33,110 | $14,122 | 12/31/2023 |
Roundview Capital LLC | 33,094 | $14,115 | 12/31/2023 |
MA | 33,094 | $14,115 | 12/31/2023 |
Oak Associates Ltd. OH | 32,885 | $14,026 | 12/31/2023 |
MA | 32,885 | $14,026 | 12/31/2023 |
SeaTown Holdings Pte. Ltd. | 29,122 | $14,024 | 03/31/2024 |
MA | 29,122 | $14,024 | 03/31/2024 |
Fulcrum Capital LLC | 29,076 | $14,002 | 03/31/2024 |
MA | 29,076 | $14,002 | 03/31/2024 |
Capital International Ltd. | 32,700 | $13,947 | 12/31/2023 |
MA | 32,700 | $13,947 | 12/31/2023 |
Eagle Asset Management Inc. | 32,628 | $13,916 | 12/31/2023 |
MA | 32,628 | $13,916 | 12/31/2023 |
Walter Public Investments Inc. | 32,611 | $13,909 | 12/31/2023 |
MA | 32,611 | $13,909 | 12/31/2023 |
Wellington Shields Capital Management LLC | 32,592 | $13,901 | 12/31/2023 |
MA | 32,592 | $13,901 | 12/31/2023 |
Claar Advisors LLC | 32,300 | $13,776 | 12/31/2023 |
MA | 32,300 | $13,776 | 12/31/2023 |
Waycross Partners LLC | 32,071 | $13,679 | 12/31/2023 |
MA | 32,071 | $13,679 | 12/31/2023 |
Norinchukin Bank The | 31,997 | $13,647 | 12/31/2023 |
MA | 31,997 | $13,647 | 12/31/2023 |
Kidder Stephen W | 31,862 | $13,589 | 12/31/2023 |
MA | 31,862 | $13,589 | 12/31/2023 |
XXEC Inc. | 28,140 | $13,551 | 03/31/2024 |
MA | 28,140 | $13,551 | 03/31/2024 |
Carderock Capital Management Inc. | 31,748 | $13,541 | 12/31/2023 |
MA | 31,748 | $13,541 | 12/31/2023 |
Venture Visionary Partners LLC | 31,728 | $13,532 | 12/31/2023 |
MA | 31,728 | $13,532 | 12/31/2023 |
German American Bancorp Inc. | 31,484 | $13,428 | 12/31/2023 |
MA | 31,484 | $13,428 | 12/31/2023 |
HRT Financial LP | $13,428 | 12/31/2023 | |
MA | 28,789 | $12,278 | 12/31/2023 |
CALL | 1,800 | $767 | 12/31/2023 |
PUT | 900 | $383 | 12/31/2023 |
Scholtz & Company LLC | 31,481 | $13,427 | 12/31/2023 |
MA | 31,481 | $13,427 | 12/31/2023 |
Whittier Trust Co. | 31,439 | $13,409 | 12/31/2023 |
MA | 31,439 | $13,409 | 12/31/2023 |
Curi Capital | 31,357 | $13,374 | 12/31/2023 |
MA | 31,357 | $13,374 | 12/31/2023 |
Ancora Advisors LLC | 31,338 | $13,366 | 12/31/2023 |
MA | 31,338 | $13,366 | 12/31/2023 |
Bragg Financial Advisors Inc | 31,288 | $13,345 | 12/31/2023 |
MA | 31,288 | $13,345 | 12/31/2023 |
Baader Bank INC | 30,926 | $13,181 | 12/31/2023 |
MA | 30,926 | $13,181 | 12/31/2023 |
Toth Financial Advisory Corp | 27,250 | $13,123 | 03/31/2024 |
MA | 27,250 | $13,123 | 03/31/2024 |
Ascent Group LLC | 28,547 | $13,095 | 12/31/2023 |
MA | 28,547 | $13,095 | 12/31/2023 |
Puzo Michael J | 30,590 | $13,047 | 12/31/2023 |
MA | 30,590 | $13,047 | 12/31/2023 |
CBOE Vest Financial LLC | 30,506 | $13,011 | 12/31/2023 |
MA | 30,506 | $13,011 | 12/31/2023 |
GQG Partners LLC | 30,461 | $12,992 | 12/31/2023 |
MA | 30,461 | $12,992 | 12/31/2023 |
AIA Group Ltd | 30,307 | $12,926 | 12/31/2023 |
MA | 30,307 | $12,926 | 12/31/2023 |
Gardner Lewis Asset Management L P | 30,274 | $12,912 | 12/31/2023 |
MA | 30,274 | $12,912 | 12/31/2023 |
Cohen Klingenstein LLC | 26,800 | $12,906 | 03/31/2024 |
MA | 26,800 | $12,906 | 03/31/2024 |
WS Portfolio Advisory LLC | 26,716 | $12,866 | 03/31/2024 |
MA | 26,716 | $12,866 | 03/31/2024 |
Varma Mutual Pension Insurance Co | 30,100 | $12,838 | 12/31/2023 |
MA | 30,100 | $12,838 | 12/31/2023 |
Adell Harriman & Carpenter Inc. | 30,012 | $12,801 | 12/31/2023 |
MA | 30,012 | $12,801 | 12/31/2023 |
CTC LLC | $12,795 | 12/31/2023 | |
Call | 1,492 | $63,635 | 12/31/2023 |
Put | 1,192 | $50,840 | 12/31/2023 |
Vinva Investment Management Ltd | 29,952 | $12,769 | 12/31/2023 |
MA | 29,952 | $12,769 | 12/31/2023 |
Wolverine Trading LLC | $12,740 | 12/31/2023 | |
Call | 222,000 | $94,685 | 12/31/2023 |
Put | 195,700 | $83,468 | 12/31/2023 |
MA | 3,570 | $1,523 | 12/31/2023 |
Amica Mutual Insurance Co. | 29,797 | $12,709 | 12/31/2023 |
MA | 29,797 | $12,709 | 12/31/2023 |
Allworth Financial LP | 29,781 | $12,702 | 12/31/2023 |
MA | 29,781 | $12,702 | 12/31/2023 |
Empirical Finance LLC | 29,633 | $12,639 | 12/31/2023 |
MA | 29,633 | $12,639 | 12/31/2023 |
Cookson Peirce & Co. Inc. | 29,575 | $12,614 | 12/31/2023 |
MA | 29,575 | $12,614 | 12/31/2023 |
Whitford Management LLC | 29,558 | $12,607 | 12/31/2023 |
MA | 29,558 | $12,607 | 12/31/2023 |
Greenleaf Trust | 29,520 | $12,591 | 12/31/2023 |
MA | 29,520 | $12,591 | 12/31/2023 |
Kentucky Retirement Systems Insurance Trust Fund | 29,501 | $12,582 | 12/31/2023 |
MA | 29,501 | $12,582 | 12/31/2023 |
Papp L Roy & Associates | 25,874 | $12,460 | 03/31/2024 |
MA | 25,874 | $12,460 | 03/31/2024 |
D.A. Davidson & CO. | $12,451 | 12/31/2023 | |
MA | 29,199 | $12,454 | 12/31/2023 |
Put | 1 | $3 | 12/31/2023 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 29,143 | $12,420 | 12/31/2023 |
MA | 29,143 | $12,420 | 12/31/2023 |
Oak Ridge Investments LLC | 29,104 | $12,413 | 12/31/2023 |
MA | 29,104 | $12,413 | 12/31/2023 |
Jackson Wealth Management LLC | 28,989 | $12,364 | 12/31/2023 |
MA | 28,989 | $12,364 | 12/31/2023 |
Harbor Investment Advisory LLC | 25,669 | $12,362 | 03/31/2024 |
MA | 25,669 | $12,362 | 03/31/2024 |
BTC Capital Management Inc. | 25,592 | $12,324 | 03/31/2024 |
MA | 25,592 | $12,324 | 03/31/2024 |
Perennial Advisors LLC | 25,592 | $12,324 | 03/31/2024 |
MA | 25,592 | $12,324 | 03/31/2024 |
L1 Capital International Pty Ltd | 28,707 | $12,244 | 12/31/2023 |
MA | 28,707 | $12,244 | 12/31/2023 |
Elk River Wealth Management LLC | 25,341 | $12,203 | 03/31/2024 |
MA | 25,341 | $12,203 | 03/31/2024 |
Chartwell Investment Partners LLC | 28,496 | $12,154 | 12/31/2023 |
MA | 28,496 | $12,154 | 12/31/2023 |
Freestone Capital Holdings LLC | 28,325 | $12,081 | 12/31/2023 |
MA | 28,325 | $12,081 | 12/31/2023 |
Phoenix Holdings Ltd. | 25,543 | $11,956 | 12/31/2023 |
MA | 25,543 | $11,956 | 12/31/2023 |
TCG Advisory Services LLC | 27,993 | $11,939 | 12/31/2023 |
MA | 27,993 | $11,939 | 12/31/2023 |
Apollon Wealth Management LLC | 27,735 | $11,829 | 12/31/2023 |
MA | 27,735 | $11,829 | 12/31/2023 |
Argent Trust Co | 27,669 | $11,801 | 12/31/2023 |
MA | 27,669 | $11,801 | 12/31/2023 |
Oxbow Advisors LLC | 27,544 | $11,748 | 12/31/2023 |
MA | 27,544 | $11,748 | 12/31/2023 |
ARS Wealth Advisors Group LLC | 27,526 | $11,740 | 12/31/2023 |
MA | 27,526 | $11,740 | 12/31/2023 |
Kinneret Advisory LLC | 27,221 | $11,610 | 12/31/2023 |
MA | 27,221 | $11,610 | 12/31/2023 |
Groupama Asset Managment | 26,986 | $11,513 | 12/31/2023 |
MA | 26,986 | $11,513 | 12/31/2023 |
East Coast Asset Management LLC. | 26,742 | $11,406 | 12/31/2023 |
MA | 26,742 | $11,406 | 12/31/2023 |
Quantinno Capital Management LP | 26,571 | $11,333 | 12/31/2023 |
MA | 26,571 | $11,333 | 12/31/2023 |
Capital Management Corp VA | 26,562 | $11,329 | 12/31/2023 |
MA | 26,562 | $11,329 | 12/31/2023 |
Marsico Capital Management LLC | 26,460 | $11,285 | 12/31/2023 |
MA | 26,460 | $11,285 | 12/31/2023 |
Cozad Asset Management Inc. | 26,304 | $11,219 | 12/31/2023 |
MA | 26,304 | $11,219 | 12/31/2023 |
Meiji Yasuda Life Insurance Co | 26,275 | $11,207 | 12/31/2023 |
MA | 26,275 | $11,207 | 12/31/2023 |
Northwestern Mutual Investment Management Company LLC | 26,211 | $11,179 | 12/31/2023 |
MA | 26,211 | $11,179 | 12/31/2023 |
In Depth Partners LLC | 26,136 | $11,147 | 12/31/2023 |
MA | 26,136 | $11,147 | 12/31/2023 |
Harbor Advisors LLC | 26,000 | $11,089 | 12/31/2023 |
MA | 26,000 | $11,089 | 12/31/2023 |
Notis McConarty Edward | 25,928 | $11,059 | 12/31/2023 |
MA | 25,928 | $11,059 | 12/31/2023 |
Valeo Financial Advisors LLC | 22,900 | $11,028 | 03/31/2024 |
MA | 22,900 | $11,028 | 03/31/2024 |
Kemnay Advisory Services Inc. | 25,854 | $11,027 | 12/31/2023 |
MA | 25,854 | $11,027 | 12/31/2023 |
Blue Fin Capital Inc. | 25,482 | $10,868 | 12/31/2023 |
MA | 25,482 | $10,868 | 12/31/2023 |
Gamco Investors INC. ET AL | 25,421 | $10,842 | 12/31/2023 |
MA | 25,421 | $10,842 | 12/31/2023 |
Kestra Private Wealth Services LLC | 25,411 | $10,838 | 12/31/2023 |
MA | 25,411 | $10,838 | 12/31/2023 |
Bridgecreek Investment Management LLC | 25,390 | $10,829 | 12/31/2023 |
MA | 25,390 | $10,829 | 12/31/2023 |
AustralianSuper Pty Ltd | 25,210 | $10,752 | 12/31/2023 |
MA | 25,210 | $10,752 | 12/31/2023 |
HST Ventures LLC | 25,086 | $10,699 | 12/31/2023 |
MA | 25,086 | $10,699 | 12/31/2023 |
Laurel Wealth Advisors LLC | 24,995 | $10,660 | 12/31/2023 |
MA | 24,995 | $10,660 | 12/31/2023 |
Bowen Hanes & Co. Inc. | 24,970 | $10,650 | 12/31/2023 |
MA | 24,970 | $10,650 | 12/31/2023 |
Lmcg Investments LLC | 24,921 | $10,629 | 12/31/2023 |
MA | 24,921 | $10,629 | 12/31/2023 |
Tompkins Financial Corp | 22,052 | $10,620 | 03/31/2024 |
MA | 22,052 | $10,620 | 03/31/2024 |
Siemens Fonds Invest GmbH | 24,836 | $10,593 | 12/31/2023 |
MA | 24,836 | $10,593 | 12/31/2023 |
Legacy Private Trust Co. | 21,982 | $10,586 | 03/31/2024 |
MA | 21,982 | $10,586 | 03/31/2024 |
Montag A & Associates Inc. | 24,752 | $10,557 | 12/31/2023 |
MA | 24,752 | $10,557 | 12/31/2023 |
HighPoint Advisor Group LLC | 22,163 | $10,551 | 12/31/2023 |
MA | 22,163 | $10,551 | 12/31/2023 |
Sky Investment Group LLC | 24,618 | $10,500 | 12/31/2023 |
MA | 24,618 | $10,500 | 12/31/2023 |
Silvant Capital Management LLC | 24,598 | $10,491 | 12/31/2023 |
MA | 24,598 | $10,491 | 12/31/2023 |
United Services Automobile Association | 24,592 | $10,489 | 12/31/2023 |
MA | 24,592 | $10,489 | 12/31/2023 |
Intech Investment Management LLC | 24,452 | $10,429 | 12/31/2023 |
MA | 24,452 | $10,429 | 12/31/2023 |
Wesleyan Assurance Society | 24,350 | $10,386 | 12/31/2023 |
MA | 24,350 | $10,386 | 12/31/2023 |
Bank of Nova Scotia Trust Co. | 24,061 | $10,262 | 12/31/2023 |
MA | 24,061 | $10,262 | 12/31/2023 |
Wetherby Asset Management Inc. | 23,971 | $10,224 | 12/31/2023 |
MA | 23,971 | $10,224 | 12/31/2023 |
James Investment Research Inc. | 23,915 | $10,200 | 12/31/2023 |
MA | 23,915 | $10,200 | 12/31/2023 |
Fruth Investment Management | 21,076 | $10,149 | 03/31/2024 |
MA | 21,076 | $10,149 | 03/31/2024 |
Mill Creek Capital Advisors LLC | 23,779 | $10,142 | 12/31/2023 |
MA | 23,779 | $10,142 | 12/31/2023 |
Principal Securities Inc. | 23,720 | $10,117 | 12/31/2023 |
MA | 23,720 | $10,117 | 12/31/2023 |
Independent Advisor Alliance | 23,607 | $10,069 | 12/31/2023 |
MA | 23,607 | $10,069 | 12/31/2023 |
Fagan Associates Inc. | 23,420 | $9,989 | 12/31/2023 |
MA | 23,420 | $9,989 | 12/31/2023 |
Veriti Management LLC | 20,552 | $9,897 | 03/31/2024 |
MA | 20,552 | $9,897 | 03/31/2024 |
Brasada Capital Management LP | 23,180 | $9,887 | 12/31/2023 |
MA | 23,180 | $9,887 | 12/31/2023 |
Consolidated Portfolio Review Corp | 23,041 | $9,827 | 12/31/2023 |
MA | 23,041 | $9,827 | 12/31/2023 |
Kornitzer Capital Management Inc. KS | 23,038 | $9,826 | 12/31/2023 |
MA | 23,038 | $9,826 | 12/31/2023 |
Sawtooth Solutions LLC | 22,990 | $9,806 | 12/31/2023 |
MA | 22,990 | $9,806 | 12/31/2023 |
Coldstream Capital Management Inc. | 22,908 | $9,770 | 12/31/2023 |
MA | 22,908 | $9,770 | 12/31/2023 |
EFG Asset Management Americas Corp. | 20,276 | $9,764 | 03/31/2024 |
MA | 20,276 | $9,764 | 03/31/2024 |
Bell Asset Management Ltd | 22,893 | $9,764 | 12/31/2023 |
MA | 22,893 | $9,764 | 12/31/2023 |
Centaurus Financial Inc. | 22,886 | $9,761 | 12/31/2023 |
MA | 22,886 | $9,761 | 12/31/2023 |
Choate Investment Advisors | 22,666 | $9,667 | 12/31/2023 |
MA | 22,666 | $9,667 | 12/31/2023 |
Untitled Investments LP | 22,612 | $9,644 | 12/31/2023 |
MA | 22,612 | $9,644 | 12/31/2023 |
Marietta Investment Partners LLC | 22,597 | $9,638 | 12/31/2023 |
MA | 22,597 | $9,638 | 12/31/2023 |
Chapman Investment Management LLC | 22,597 | $9,638 | 12/31/2023 |
MA | 22,597 | $9,638 | 12/31/2023 |
Progressive Investment Management Corp | 19,950 | $9,607 | 03/31/2024 |
MA | 19,950 | $9,607 | 03/31/2024 |
Telos Capital Management Inc. | 22,430 | $9,567 | 12/31/2023 |
MA | 22,430 | $9,567 | 12/31/2023 |
Cumberland Partners Ltd | 22,550 | $9,559 | 12/31/2023 |
MA | 22,550 | $9,559 | 12/31/2023 |
Everence Capital Management Inc. | 22,226 | $9,480 | 12/31/2023 |
MA | 22,226 | $9,480 | 12/31/2023 |
Concentric Capital Strategies LP | 22,225 | $9,479 | 12/31/2023 |
MA | 22,225 | $9,479 | 12/31/2023 |
City Holding Co. | 19,677 | $9,476 | 03/31/2024 |
MA | 19,677 | $9,476 | 03/31/2024 |
Gibraltar Capital Management Inc. | 22,164 | $9,453 | 12/31/2023 |
MA | 22,164 | $9,453 | 12/31/2023 |
Livforsakringsbolaget Skandia Omsesidigt | 22,121 | $9,435 | 12/31/2023 |
MA | 22,121 | $9,435 | 12/31/2023 |
Wedbush Securities Inc. | 22,087 | $9,420 | 12/31/2023 |
MA | 22,087 | $9,420 | 12/31/2023 |
Broadleaf Partners LLC | 22,065 | $9,411 | 12/31/2023 |
MA | 22,065 | $9,411 | 12/31/2023 |
Telemus Capital LLC | 22,042 | $9,401 | 12/31/2023 |
MA | 22,042 | $9,401 | 12/31/2023 |
Boston Research & Management Inc. | 22,011 | $9,388 | 12/31/2023 |
MA | 22,011 | $9,388 | 12/31/2023 |
Gotham Asset Management LLC | 22,012 | $9,388 | 12/31/2023 |
MA | 22,012 | $9,388 | 12/31/2023 |
Oak Harvest Investment Services | 19,366 | $9,326 | 03/31/2024 |
MA | 19,366 | $9,326 | 03/31/2024 |
Horizon Kinetics Asset Management LLC | 21,856 | $9,322 | 12/31/2023 |
MA | 21,856 | $9,322 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 19,169 | $9,231 | 03/31/2024 |
MA | 19,169 | $9,231 | 03/31/2024 |
Foundations Investment Advisors LLC | 19,893 | $9,169 | 12/31/2023 |
MA | 19,893 | $9,169 | 12/31/2023 |
Giverny Capital Inc. | 21,390 | $9,123 | 12/31/2023 |
MA | 21,390 | $9,123 | 12/31/2023 |
Empowered Funds LLC | 21,314 | $9,091 | 12/31/2023 |
MA | 21,314 | $9,091 | 12/31/2023 |
Bleakley Financial Group LLC | 21,194 | $9,040 | 12/31/2023 |
MA | 21,194 | $9,040 | 12/31/2023 |
RKL Wealth Management LLC | 21,192 | $9,039 | 12/31/2023 |
MA | 21,192 | $9,039 | 12/31/2023 |
Contravisory Investment Management Inc. | 18,727 | $9,018 | 03/31/2024 |
MA | 18,727 | $9,018 | 03/31/2024 |
Stock Yards Bank & Trust Co. | 21,101 | $9,000 | 12/31/2023 |
MA | 21,101 | $9,000 | 12/31/2023 |
Bennett Selby Investments LP | 18,683 | $8,997 | 03/31/2024 |
MA | 18,683 | $8,997 | 03/31/2024 |
First National Bank of Omaha | 21,050 | $8,978 | 12/31/2023 |
MA | 21,050 | $8,978 | 12/31/2023 |
Fundsmith Investment Services LTD. | 20,958 | $8,939 | 12/31/2023 |
MA | 20,958 | $8,939 | 12/31/2023 |
Harbor Capital Advisors Inc. | 20,932 | $8,928 | 12/31/2023 |
MA | 20,932 | $8,928 | 12/31/2023 |
Quest Investment Management LLC | 20,835 | $8,886 | 12/31/2023 |
MA | 20,835 | $8,886 | 12/31/2023 |
Putnam FL Investment Management Co. | 20,713 | $8,834 | 12/31/2023 |
MA | 20,713 | $8,834 | 12/31/2023 |
Crystal Rock Capital Management | 20,684 | $8,822 | 12/31/2023 |
MA | 20,684 | $8,822 | 12/31/2023 |
Clear Harbor Asset Management LLC | 20,656 | $8,810 | 12/31/2023 |
MA | 20,656 | $8,810 | 12/31/2023 |
Canandaigua National Bank & Trust Co. | 18,277 | $8,802 | 03/31/2024 |
MA | 18,277 | $8,802 | 03/31/2024 |
Snowden Capital Advisors LLC | 20,636 | $8,802 | 12/31/2023 |
MA | 20,636 | $8,802 | 12/31/2023 |
Berger Financial Group Inc | 18,083 | $8,708 | 03/31/2024 |
MA | 18,083 | $8,708 | 03/31/2024 |
Gifford Fong Associates | 20,409 | $8,705 | 12/31/2023 |
MA | 20,409 | $8,705 | 12/31/2023 |
Laurion Capital Management LP | $8,701 | 12/31/2023 | |
Call | 140,700 | $60,010 | 12/31/2023 |
Put | 120,300 | $51,309 | 12/31/2023 |
Cypress Capital Group | 20,347 | $8,678 | 12/31/2023 |
MA | 20,347 | $8,678 | 12/31/2023 |
Lombard Odier Asset Management Europe Ltd | 20,279 | $8,649 | 12/31/2023 |
MA | 20,279 | $8,649 | 12/31/2023 |
Royal Capital Wealth Management LLC | 20,278 | $8,649 | 12/31/2023 |
MA | 20,278 | $8,649 | 12/31/2023 |
Ballentine Partners LLC | 17,910 | $8,625 | 03/31/2024 |
MA | 17,910 | $8,625 | 03/31/2024 |
Desjardins Global Asset Management Inc. | 20,187 | $8,610 | 12/31/2023 |
MA | 20,187 | $8,610 | 12/31/2023 |
Gradient Investments LLC | 20,175 | $8,605 | 12/31/2023 |
MA | 20,175 | $8,605 | 12/31/2023 |
Cypress Asset Management Inc. TX | 20,149 | $8,594 | 12/31/2023 |
MA | 20,149 | $8,594 | 12/31/2023 |
Norman Fields Gottscho Capital Management LLC | 17,835 | $8,589 | 03/31/2024 |
MA | 17,835 | $8,589 | 03/31/2024 |
Proequities Inc. | $8,587 | 12/31/2023 | |
MA | 20,132 | $8,587 | 12/31/2023 |
Put | 0 | $0 | 12/31/2023 |
Call | 0 | $0 | 12/31/2023 |
Icon Advisers Inc. Co. | 20,080 | $8,564 | 12/31/2023 |
MA | 20,080 | $8,564 | 12/31/2023 |
Agur Provident & Training Funds Management Ltd. | 20,080 | $8,564 | 12/31/2023 |
MA | 20,080 | $8,564 | 12/31/2023 |
Blackhill Capital Inc. | 20,000 | $8,530 | 12/31/2023 |
MA | 20,000 | $8,530 | 12/31/2023 |
Bluegrass Capital Partners LP | 20,000 | $8,530 | 12/31/2023 |
MA | 20,000 | $8,530 | 12/31/2023 |
Northeast Investment Management | 19,970 | $8,517 | 12/31/2023 |
MA | 19,970 | $8,517 | 12/31/2023 |
Texas Capital Bank Wealth Management Services Inc. | 19,939 | $8,504 | 12/31/2023 |
MA | 19,939 | $8,504 | 12/31/2023 |
Sumitomo Life Insurance Co. | 19,931 | $8,501 | 12/31/2023 |
MA | 19,931 | $8,501 | 12/31/2023 |
American Money Management LLC | 19,921 | $8,497 | 12/31/2023 |
MA | 19,921 | $8,497 | 12/31/2023 |
JTC Employer Solutions Trusteee Ltd | 17,757 | $8,492 | 03/31/2024 |
MA | 17,757 | $8,492 | 03/31/2024 |
Alberta Investment Management Corp | 19,900 | $8,488 | 12/31/2023 |
MA | 19,900 | $8,488 | 12/31/2023 |
Napean Trading & Investment Co Singapore PTE Ltd | 19,837 | $8,461 | 12/31/2023 |
MA | 19,837 | $8,461 | 12/31/2023 |
Signaturefd LLC | 19,782 | $8,437 | 12/31/2023 |
MA | 19,782 | $8,437 | 12/31/2023 |
McKinley Carter Wealth Services Inc. | 19,726 | $8,413 | 12/31/2023 |
MA | 19,726 | $8,413 | 12/31/2023 |
Ninety One North America Inc. | 19,710 | $8,407 | 12/31/2023 |
MA | 19,710 | $8,407 | 12/31/2023 |
Sequoia Financial Advisors LLC | 19,576 | $8,349 | 12/31/2023 |
MA | 19,576 | $8,349 | 12/31/2023 |
Cubist Systematic Strategies LLC | $8,251 | 12/31/2023 | |
MA | 28,647 | $12,218 | 12/31/2023 |
Put | 13,500 | $5,758 | 12/31/2023 |
Call | 4,200 | $1,791 | 12/31/2023 |
Group One Trading L.P. | $8,232 | 12/31/2023 | |
Call | 48,100 | $20,515 | 12/31/2023 |
Put | 28,800 | $12,283 | 12/31/2023 |
1623 Capital LLC | 19,170 | $8,176 | 12/31/2023 |
MA | 19,170 | $8,176 | 12/31/2023 |
Twin Tree Management LP | $8,120 | 12/31/2023 | |
MA | 50,738 | $21,640 | 12/31/2023 |
Put | 31,700 | $13,520 | 12/31/2023 |
Donaldson Capital Management LLC | 16,840 | $8,110 | 03/31/2024 |
MA | 16,840 | $8,110 | 03/31/2024 |
Sowell Financial Services LLC | 18,979 | $8,095 | 12/31/2023 |
MA | 18,979 | $8,095 | 12/31/2023 |
Solidarilty Wealth LLC | 18,898 | $8,060 | 12/31/2023 |
MA | 18,898 | $8,060 | 12/31/2023 |
IFP Advisors Inc | 18,879 | $8,053 | 12/31/2023 |
MA | 18,879 | $8,053 | 12/31/2023 |
Avantax Advisory Services Inc. | 18,823 | $8,028 | 12/31/2023 |
MA | 18,823 | $8,028 | 12/31/2023 |
Certified Advisory Corp | 18,814 | $8,024 | 12/31/2023 |
MA | 18,814 | $8,024 | 12/31/2023 |
Boston Private Wealth LLC | 18,725 | $7,986 | 12/31/2023 |
MA | 18,725 | $7,986 | 12/31/2023 |
TBH Global Asset Management LLC | 18,688 | $7,971 | 12/31/2023 |
MA | 18,688 | $7,971 | 12/31/2023 |
South Street Advisors LLC | 18,644 | $7,952 | 12/31/2023 |
MA | 18,644 | $7,952 | 12/31/2023 |
Wisconsin Capital Management LLC | 18,582 | $7,925 | 12/31/2023 |
MA | 18,582 | $7,925 | 12/31/2023 |
Charter Trust Co. | 18,531 | $7,904 | 12/31/2023 |
MA | 18,531 | $7,904 | 12/31/2023 |
Knollwood Investment Advisory LLC | 18,525 | $7,901 | 12/31/2023 |
MA | 18,525 | $7,901 | 12/31/2023 |
Capital Markets Trading UK LLP | $7,887 | 12/31/2023 | |
Call | 69,000 | $29,429 | 12/31/2023 |
Put | 51,100 | $21,795 | 12/31/2023 |
MA | 593 | $253 | 12/31/2023 |
Delaney Dennis R | 18,450 | $7,869 | 12/31/2023 |
MA | 18,450 | $7,869 | 12/31/2023 |
Leuthold Group LLC | 18,439 | $7,864 | 12/31/2023 |
MA | 18,439 | $7,864 | 12/31/2023 |
Fiduciary Group LLC | 18,396 | $7,846 | 12/31/2023 |
MA | 18,396 | $7,846 | 12/31/2023 |
American National Bank & Trust Co. VA | 16,280 | $7,840 | 03/31/2024 |
MA | 16,280 | $7,840 | 03/31/2024 |
Investidor Profissional Gestao de Recursos Ltda. | 18,380 | $7,839 | 12/31/2023 |
MA | 18,380 | $7,839 | 12/31/2023 |
Peloton Wealth Strategists | 18,377 | $7,838 | 12/31/2023 |
MA | 18,377 | $7,838 | 12/31/2023 |
CAPROCK Group Inc. | 18,296 | $7,804 | 12/31/2023 |
MA | 18,296 | $7,804 | 12/31/2023 |
Live Oak Private Wealth LLC | 18,289 | $7,800 | 12/31/2023 |
MA | 18,289 | $7,800 | 12/31/2023 |
Fundamentun LLC | 16,170 | $7,787 | 03/31/2024 |
MA | 16,170 | $7,787 | 03/31/2024 |
Gluskin Sheff & Assoc Inc. | 18,189 | $7,758 | 12/31/2023 |
MA | 18,189 | $7,758 | 12/31/2023 |
Callahan Advisors LLC | 18,141 | $7,738 | 12/31/2023 |
MA | 18,141 | $7,738 | 12/31/2023 |
Two Sigma Securities LLC | $7,724 | 12/31/2023 | |
Call | 84,500 | $36,040 | 12/31/2023 |
Put | 68,200 | $29,088 | 12/31/2023 |
MA | 1,810 | $772 | 12/31/2023 |
Raymond James Trust N.A. | 18,099 | $7,719 | 12/31/2023 |
MA | 18,099 | $7,719 | 12/31/2023 |
Physicians Financial Services Inc. | 17,985 | $7,671 | 12/31/2023 |
MA | 17,985 | $7,671 | 12/31/2023 |
Vancity Investment Management Ltd | 17,949 | $7,655 | 12/31/2023 |
MA | 17,949 | $7,655 | 12/31/2023 |
Burney Co. | 17,924 | $7,645 | 12/31/2023 |
MA | 17,924 | $7,645 | 12/31/2023 |
Affinity Wealth Management LLC | 15,857 | $7,636 | 03/31/2024 |
MA | 15,857 | $7,636 | 03/31/2024 |
U.S. Capital Wealth Advisors LLC | 17,894 | $7,632 | 12/31/2023 |
MA | 17,894 | $7,632 | 12/31/2023 |
Saybrook Capital NC | 17,833 | $7,606 | 12/31/2023 |
MA | 17,833 | $7,606 | 12/31/2023 |
Guinness Atkinson Asset Management Inc | 15,772 | $7,595 | 03/31/2024 |
MA | 15,772 | $7,595 | 03/31/2024 |
Roman Butler Fullerton & Co. | 17,316 | $7,593 | 12/31/2023 |
MA | 17,316 | $7,593 | 12/31/2023 |
FDx Advisors Inc. | 17,771 | $7,580 | 12/31/2023 |
MA | 17,771 | $7,580 | 12/31/2023 |
Trexquant Investment LP | 17,711 | $7,554 | 12/31/2023 |
MA | 17,711 | $7,554 | 12/31/2023 |
Ironwood Investment Counsel LLC | 17,708 | $7,553 | 12/31/2023 |
MA | 17,708 | $7,553 | 12/31/2023 |
Hills Bank & Trust Co | 17,668 | $7,536 | 12/31/2023 |
MA | 17,668 | $7,536 | 12/31/2023 |
CMH Wealth Management LLC | 15,619 | $7,522 | 03/31/2024 |
MA | 15,619 | $7,522 | 03/31/2024 |
Kovitz Investment Group Partners LLC | 17,561 | $7,490 | 12/31/2023 |
MA | 17,561 | $7,490 | 12/31/2023 |
King Wealth | 17,556 | $7,488 | 12/31/2023 |
MA | 17,556 | $7,488 | 12/31/2023 |
Stonegate Investment Group LLC | 15,527 | $7,477 | 03/31/2024 |
MA | 15,527 | $7,477 | 03/31/2024 |
Kingdon Capital Management L.L.C. | 17,500 | $7,464 | 12/31/2023 |
MA | 17,500 | $7,464 | 12/31/2023 |
Infusive Asset Management Inc. | 17,464 | $7,449 | 12/31/2023 |
MA | 17,464 | $7,449 | 12/31/2023 |
Jefferies Financial Group Inc. | 17,437 | $7,437 | 12/31/2023 |
MA | 17,437 | $7,437 | 12/31/2023 |
Investment House LLC | 17,378 | $7,412 | 12/31/2023 |
MA | 17,378 | $7,412 | 12/31/2023 |
Pegasus Asset Management Inc. | 17,373 | $7,410 | 12/31/2023 |
MA | 17,373 | $7,410 | 12/31/2023 |
Talbot Financial LLC | 15,376 | $7,405 | 03/31/2024 |
MA | 15,376 | $7,405 | 03/31/2024 |
Vantage Investment Partners LLC | 17,356 | $7,403 | 12/31/2023 |
MA | 17,356 | $7,403 | 12/31/2023 |
Shelton Capital Management | $7,387 | 12/31/2023 | |
MA | 18,720 | $7,984 | 12/31/2023 |
Put | 1,400 | $597 | 12/31/2023 |
Point72 Europe London LLP | 17,314 | $7,385 | 12/31/2023 |
MA | 17,314 | $7,385 | 12/31/2023 |
Hixon Zuercher LLC | 17,265 | $7,363 | 12/31/2023 |
MA | 17,265 | $7,363 | 12/31/2023 |
Ayrshire Capital Management LLC | 15,288 | $7,362 | 03/31/2024 |
MA | 15,288 | $7,362 | 03/31/2024 |
Koss Olinger Consulting LLC | 15,288 | $7,362 | 03/31/2024 |
MA | 15,288 | $7,362 | 03/31/2024 |
Savant Capital LLC | 17,211 | $7,341 | 12/31/2023 |
MA | 17,211 | $7,341 | 12/31/2023 |
Herold Advisors Inc. | 17,199 | $7,336 | 12/31/2023 |
MA | 17,199 | $7,336 | 12/31/2023 |
Highland Capital Management LLC | 17,187 | $7,330 | 12/31/2023 |
MA | 17,187 | $7,330 | 12/31/2023 |
WCG Wealth Advisors LLC | 17,183 | $7,329 | 12/31/2023 |
MA | 17,183 | $7,329 | 12/31/2023 |
Chicago Partners Investment Group LLC | 16,653 | $7,306 | 12/31/2023 |
MA | 16,653 | $7,306 | 12/31/2023 |
Bogart Wealth LLC | 17,120 | $7,302 | 12/31/2023 |
MA | 17,120 | $7,302 | 12/31/2023 |
Guardian Capital Advisors LP | 17,256 | $7,282 | 12/31/2023 |
MA | 17,256 | $7,282 | 12/31/2023 |
Quintet Private Bank Europe S.A. | 17,065 | $7,278 | 12/31/2023 |
MA | 17,065 | $7,278 | 12/31/2023 |
Parisi Gray Wealth Management | 15,111 | $7,277 | 03/31/2024 |
MA | 15,111 | $7,277 | 03/31/2024 |
Marshall & Sullivan Inc. WA | 15,100 | $7,272 | 03/31/2024 |
MA | 15,100 | $7,272 | 03/31/2024 |
Portside Wealth Group LLC | 15,027 | $7,237 | 03/31/2024 |
MA | 15,027 | $7,237 | 03/31/2024 |
Pitcairn Co. | 16,967 | $7,237 | 12/31/2023 |
MA | 16,967 | $7,237 | 12/31/2023 |
Addenda Capital Inc. | 15,024 | $7,235 | 03/31/2024 |
MA | 15,024 | $7,235 | 03/31/2024 |
Ritholtz Wealth Management | 16,925 | $7,219 | 12/31/2023 |
MA | 16,925 | $7,219 | 12/31/2023 |
Knights of Columbus Asset Advisors LLC | 16,851 | $7,187 | 12/31/2023 |
MA | 16,851 | $7,187 | 12/31/2023 |
Clearstead Advisors LLC | 16,848 | $7,186 | 12/31/2023 |
MA | 16,848 | $7,186 | 12/31/2023 |
William Allan LLC | 16,837 | $7,181 | 12/31/2023 |
MA | 16,837 | $7,181 | 12/31/2023 |
CX Institutional | 14,788 | $7,121 | 03/31/2024 |
MA | 14,788 | $7,121 | 03/31/2024 |
Paradigm Financial Partners LLC | 16,667 | $7,108 | 12/31/2023 |
MA | 16,667 | $7,108 | 12/31/2023 |
Shorepoint Capital Partners LLC | 16,622 | $7,089 | 12/31/2023 |
MA | 16,622 | $7,089 | 12/31/2023 |
Condor Capital Management | 16,605 | $7,083 | 12/31/2023 |
MA | 16,605 | $7,083 | 12/31/2023 |
First PREMIER Bank | 14,667 | $7,063 | 03/31/2024 |
MA | 14,667 | $7,063 | 03/31/2024 |
Armstrong Henry H Associates Inc. | 14,563 | $7,013 | 03/31/2024 |
MA | 14,563 | $7,013 | 03/31/2024 |
Kesler Norman & Wride LLC | 14,553 | $7,008 | 03/31/2024 |
MA | 14,553 | $7,008 | 03/31/2024 |
Axxcess Wealth Management LLC | 16,377 | $6,985 | 12/31/2023 |
MA | 16,377 | $6,985 | 12/31/2023 |
Integrated Advisors Network LLC | 16,359 | $6,977 | 12/31/2023 |
MA | 16,359 | $6,977 | 12/31/2023 |
Cambridge Financial Group Inc. | 16,344 | $6,971 | 12/31/2023 |
MA | 16,344 | $6,971 | 12/31/2023 |
Conning Inc. | 16,295 | $6,950 | 12/31/2023 |
MA | 16,295 | $6,950 | 12/31/2023 |
Parsons Capital Management Inc. RI | 14,399 | $6,934 | 03/31/2024 |
MA | 14,399 | $6,934 | 03/31/2024 |
Transform Wealth LLC | 14,386 | $6,928 | 03/31/2024 |
MA | 14,386 | $6,928 | 03/31/2024 |
Ferguson Wellman Capital Management Inc. | 14,379 | $6,925 | 03/31/2024 |
MA | 14,379 | $6,925 | 03/31/2024 |
EP Wealth Advisors LLC | 16,103 | $6,868 | 12/31/2023 |
MA | 16,103 | $6,868 | 12/31/2023 |
Andra AP fonden | 16,100 | $6,867 | 12/31/2023 |
MA | 16,100 | $6,867 | 12/31/2023 |
Capital Analysts LLC | 16,099 | $6,867 | 12/31/2023 |
MA | 16,099 | $6,867 | 12/31/2023 |
Coastline Trust Co | 16,088 | $6,862 | 12/31/2023 |
MA | 16,088 | $6,862 | 12/31/2023 |
Willis Investment Counsel | 16,068 | $6,853 | 12/31/2023 |
MA | 16,068 | $6,853 | 12/31/2023 |
Pinnacle Wealth Management Advisory Group LLC | 16,048 | $6,845 | 12/31/2023 |
MA | 16,048 | $6,845 | 12/31/2023 |
American Investment Services Inc. | 15,995 | $6,822 | 12/31/2023 |
MA | 15,995 | $6,822 | 12/31/2023 |
Linscomb & Williams Inc. | 15,899 | $6,781 | 12/31/2023 |
MA | 15,899 | $6,781 | 12/31/2023 |
First Manhattan Co. | 15,850 | $6,762 | 12/31/2023 |
MA | 15,850 | $6,762 | 12/31/2023 |
Texas Yale Capital Corp. | 15,807 | $6,742 | 12/31/2023 |
MA | 15,807 | $6,742 | 12/31/2023 |
Pallas Capital Advisors LLC | 13,955 | $6,720 | 03/31/2024 |
MA | 13,955 | $6,720 | 03/31/2024 |
Portfolio Design Labs LLC | 15,714 | $6,702 | 12/31/2023 |
MA | 15,714 | $6,702 | 12/31/2023 |
Yarbrough Capital LLC | 13,878 | $6,683 | 03/31/2024 |
MA | 13,878 | $6,683 | 03/31/2024 |
Natixis Investment Managers International | 15,629 | $6,666 | 12/31/2023 |
MA | 15,629 | $6,666 | 12/31/2023 |
Peachtree Investment Partners LLC | 15,574 | $6,643 | 12/31/2023 |
MA | 15,574 | $6,643 | 12/31/2023 |
Meiji Yasuda Asset Management Co Ltd. | 15,500 | $6,611 | 12/31/2023 |
MA | 15,500 | $6,611 | 12/31/2023 |
Pacific Global Investment Management CO | 15,330 | $6,538 | 12/31/2023 |
MA | 15,330 | $6,538 | 12/31/2023 |
Trium Capital LLP | 15,306 | $6,528 | 12/31/2023 |
MA | 15,306 | $6,528 | 12/31/2023 |
TrimTabs Asset Management LLC | 13,541 | $6,521 | 03/31/2024 |
MA | 13,541 | $6,521 | 03/31/2024 |
AXS Investments LLC | 15,222 | $6,492 | 12/31/2023 |
MA | 15,222 | $6,492 | 12/31/2023 |
Investment Research & Advisory Group Inc. | 13,450 | $6,477 | 03/31/2024 |
MA | 13,450 | $6,477 | 03/31/2024 |
Peapack Gladstone Financial Corp | 15,139 | $6,456 | 12/31/2023 |
MA | 15,139 | $6,456 | 12/31/2023 |
Equitable Holdings Inc. | 15,105 | $6,443 | 12/31/2023 |
MA | 15,105 | $6,443 | 12/31/2023 |
Howe & Rusling Inc. | 15,097 | $6,439 | 12/31/2023 |
MA | 15,097 | $6,439 | 12/31/2023 |
GLOBALT Investments LLC GA | 15,069 | $6,427 | 12/31/2023 |
MA | 15,069 | $6,427 | 12/31/2023 |
Mayar Capital Ltd. | 15,064 | $6,425 | 12/31/2023 |
MA | 15,064 | $6,425 | 12/31/2023 |
Welch & Forbes LLC | 15,041 | $6,415 | 12/31/2023 |
MA | 15,041 | $6,415 | 12/31/2023 |
Nottingham Advisors Inc. | 15,036 | $6,413 | 12/31/2023 |
MA | 15,036 | $6,413 | 12/31/2023 |
Deltec Asset Management LLC | 13,273 | $6,392 | 03/31/2024 |
MA | 13,273 | $6,392 | 03/31/2024 |
General Partner Inc. | 13,238 | $6,375 | 03/31/2024 |
MA | 13,238 | $6,375 | 03/31/2024 |
Hennion & Walsh Asset Management Inc. | 13,208 | $6,361 | 03/31/2024 |
MA | 13,208 | $6,361 | 03/31/2024 |
Poehling Capital Management LLC | 14,877 | $6,345 | 12/31/2023 |
MA | 14,877 | $6,345 | 12/31/2023 |
Globeflex Capital L P | 14,779 | $6,303 | 12/31/2023 |
MA | 14,779 | $6,303 | 12/31/2023 |
Atlantic Union Bankshares Corp | 13,048 | $6,284 | 03/31/2024 |
MA | 13,048 | $6,284 | 03/31/2024 |
Ibex Wealth Advisors | 13,007 | $6,264 | 03/31/2024 |
MA | 13,007 | $6,264 | 03/31/2024 |
Hall Laurie J Trustee | 14,683 | $6,262 | 12/31/2023 |
MA | 14,683 | $6,262 | 12/31/2023 |
Welch Group LLC | 12,983 | $6,252 | 03/31/2024 |
MA | 12,983 | $6,252 | 03/31/2024 |
Mitchell Sinkler & Starr PA | 14,562 | $6,211 | 12/31/2023 |
MA | 14,562 | $6,211 | 12/31/2023 |
Horizon Investments LLC | 14,549 | $6,196 | 12/31/2023 |
MA | 14,549 | $6,196 | 12/31/2023 |
BlueDrive Global Investors LLP | 12,859 | $6,193 | 03/31/2024 |
MA | 12,859 | $6,193 | 03/31/2024 |
Stokes Capital Advisors LLC | 12,844 | $6,185 | 03/31/2024 |
MA | 12,844 | $6,185 | 03/31/2024 |
Moser Wealth Advisors LLC | 14,455 | $6,165 | 12/31/2023 |
MA | 14,455 | $6,165 | 12/31/2023 |
Connable Office Inc. | 14,437 | $6,158 | 12/31/2023 |
MA | 14,437 | $6,158 | 12/31/2023 |
Capital Insight Partners LLC | 12,778 | $6,154 | 03/31/2024 |
MA | 12,778 | $6,154 | 03/31/2024 |
Eukles Asset Management | 14,424 | $6,152 | 12/31/2023 |
MA | 14,424 | $6,152 | 12/31/2023 |
One Capital Management LLC | 14,418 | $6,149 | 12/31/2023 |
MA | 14,418 | $6,149 | 12/31/2023 |
Eastern Bank | 14,397 | $6,140 | 12/31/2023 |
MA | 14,397 | $6,140 | 12/31/2023 |
JNB Advisors LLC | 14,360 | $6,124 | 12/31/2023 |
MA | 14,360 | $6,124 | 12/31/2023 |
WealthPlan Investment Management LLC | 14,354 | $6,122 | 12/31/2023 |
MA | 14,354 | $6,122 | 12/31/2023 |
Executive Wealth Management LLC | 14,308 | $6,103 | 12/31/2023 |
MA | 14,308 | $6,103 | 12/31/2023 |
Pictet North America Advisors SA | 14,245 | $6,076 | 12/31/2023 |
MA | 14,245 | $6,076 | 12/31/2023 |
Sontag Advisory LLC | 14,243 | $6,075 | 12/31/2023 |
MA | 14,243 | $6,075 | 12/31/2023 |
Rossmore Private Capital | 14,187 | $6,051 | 12/31/2023 |
MA | 14,187 | $6,051 | 12/31/2023 |
Mandatum Life Insurance Co Ltd | 14,179 | $6,047 | 12/31/2023 |
MA | 14,179 | $6,047 | 12/31/2023 |
Integrated Wealth Concepts LLC | 14,159 | $6,039 | 12/31/2023 |
MA | 14,159 | $6,039 | 12/31/2023 |
Codex Capital L.L.C. | 14,100 | $6,004 | 12/31/2023 |
MA | 14,100 | $6,004 | 12/31/2023 |
Carret Asset Management LLC | 12,455 | $5,998 | 03/31/2024 |
MA | 12,455 | $5,998 | 03/31/2024 |
Elite Wealth Management Inc. | 14,011 | $5,976 | 12/31/2023 |
MA | 14,011 | $5,976 | 12/31/2023 |
Private Trust Co. NA | 14,008 | $5,975 | 12/31/2023 |
MA | 14,008 | $5,975 | 12/31/2023 |
Edmond DE Rothschild Holding S.A. | 13,990 | $5,967 | 12/31/2023 |
MA | 13,990 | $5,967 | 12/31/2023 |
BKD Wealth Advisors LLC | 12,387 | $5,965 | 03/31/2024 |
MA | 12,387 | $5,965 | 03/31/2024 |
Alcosta Capital Management Inc. | 13,963 | $5,955 | 12/31/2023 |
MA | 13,963 | $5,955 | 12/31/2023 |
Cubic Asset Management LLC | 13,933 | $5,943 | 12/31/2023 |
MA | 13,933 | $5,943 | 12/31/2023 |
HB Wealth Management LLC | 13,867 | $5,915 | 12/31/2023 |
MA | 13,867 | $5,915 | 12/31/2023 |
Chickasaw Capital Management LLC | 12,275 | $5,911 | 03/31/2024 |
MA | 12,275 | $5,911 | 03/31/2024 |
CFM Wealth Partners LLC | 12,246 | $5,897 | 03/31/2024 |
MA | 12,246 | $5,897 | 03/31/2024 |
DoubleLine ETF Adviser LP | 13,811 | $5,891 | 12/31/2023 |
MA | 13,811 | $5,891 | 12/31/2023 |
Spears Abacus Advisors LLC | 13,726 | $5,854 | 12/31/2023 |
MA | 13,726 | $5,854 | 12/31/2023 |
SYSTM Wealth Solutions LLC | 13,633 | $5,814 | 12/31/2023 |
MA | 13,633 | $5,814 | 12/31/2023 |
Wsfs Capital Management LLC | 13,554 | $5,781 | 12/31/2023 |
MA | 13,554 | $5,781 | 12/31/2023 |
Crestwood Advisors Group LLC | 13,520 | $5,766 | 12/31/2023 |
MA | 13,520 | $5,766 | 12/31/2023 |
First Hawaiian Bank | 11,955 | $5,757 | 03/31/2024 |
MA | 11,955 | $5,757 | 03/31/2024 |
Wade G W & Inc. | 13,475 | $5,747 | 12/31/2023 |
MA | 13,475 | $5,747 | 12/31/2023 |
River Wealth Advisors LLC | 13,452 | $5,737 | 12/31/2023 |
MA | 13,452 | $5,737 | 12/31/2023 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 13,438 | $5,732 | 12/31/2023 |
MA | 13,438 | $5,732 | 12/31/2023 |
Y.D. More Investments Ltd | 13,410 | $5,720 | 12/31/2023 |
MA | 13,410 | $5,720 | 12/31/2023 |
Thoroughbred Financial Services LLC | 13,386 | $5,709 | 12/31/2023 |
MA | 13,386 | $5,709 | 12/31/2023 |
Verdence Capital Advisors LLC | 13,382 | $5,708 | 12/31/2023 |
MA | 13,382 | $5,708 | 12/31/2023 |
Ostrum Asset Management | 13,306 | $5,675 | 12/31/2023 |
MA | 13,306 | $5,675 | 12/31/2023 |
CFO4Life Group LLC | 13,238 | $5,646 | 12/31/2023 |
MA | 13,238 | $5,646 | 12/31/2023 |
Level Four Advisory Services LLC | 13,196 | $5,628 | 12/31/2023 |
MA | 13,196 | $5,628 | 12/31/2023 |
Resources Investment Advisors LLC. | 13,136 | $5,603 | 12/31/2023 |
MA | 13,136 | $5,603 | 12/31/2023 |
Aperture Investors LLC | 13,018 | $5,552 | 12/31/2023 |
MA | 13,018 | $5,552 | 12/31/2023 |
Whalerock Point Partners LLC | 13,012,585 | $5,550 | 12/31/2023 |
MA | 13,012,585 | $5,550 | 12/31/2023 |
Cullinan Associates Inc. | 11,500 | $5,538 | 03/31/2024 |
MA | 11,500 | $5,538 | 03/31/2024 |
S.E.E.D. Planning Group LLC | 11,453 | $5,515 | 03/31/2024 |
MA | 11,453 | $5,515 | 03/31/2024 |
Little House Capital LLC | 11,310 | $5,447 | 03/31/2024 |
MA | 11,310 | $5,447 | 03/31/2024 |
Fort Sheridan Advisors LLC | 12,681 | $5,409 | 12/31/2023 |
MA | 12,681 | $5,409 | 12/31/2023 |
Lincoln National Corp | 12,641 | $5,391 | 12/31/2023 |
MA | 12,641 | $5,391 | 12/31/2023 |
Pinnacle Financial Partners Inc. | 12,605 | $5,376 | 12/31/2023 |
MA | 12,605 | $5,376 | 12/31/2023 |
Dakota Wealth Management | 12,590 | $5,370 | 12/31/2023 |
MA | 12,590 | $5,370 | 12/31/2023 |
Arjuna Capital | 12,575 | $5,363 | 12/31/2023 |
MA | 12,575 | $5,363 | 12/31/2023 |
AGF Management Ltd. | 12,514 | $5,337 | 12/31/2023 |
MA | 12,514 | $5,337 | 12/31/2023 |
Ulysses Management LLC | $5,331 | 12/31/2023 | |
Call | 12,500 | $5,331 | 12/31/2023 |
Avitas Wealth Management LLC | 12,432 | $5,302 | 12/31/2023 |
MA | 12,432 | $5,302 | 12/31/2023 |
Massmutual Trust Co. FSB ADV | 10,972 | $5,284 | 03/31/2024 |
MA | 10,972 | $5,284 | 03/31/2024 |
Patton Albertson Miller Group LLC | 12,379 | $5,280 | 12/31/2023 |
MA | 12,379 | $5,280 | 12/31/2023 |
Meridian Wealth Management LLC | 12,373 | $5,277 | 12/31/2023 |
MA | 12,373 | $5,277 | 12/31/2023 |
Balentine LLC | 12,358 | $5,271 | 12/31/2023 |
MA | 12,358 | $5,271 | 12/31/2023 |
BBR Partners LLC | 12,334 | $5,261 | 12/31/2023 |
MA | 12,334 | $5,261 | 12/31/2023 |
Lake Street Financial LLC | 10,859 | $5,229 | 03/31/2024 |
MA | 10,859 | $5,229 | 03/31/2024 |
Mather Group LLC. | 10,826 | $5,213 | 03/31/2024 |
MA | 10,826 | $5,213 | 03/31/2024 |
Walleye Trading LLC | $5,204 | 12/31/2023 | |
Call | 192,000 | $81,890 | 12/31/2023 |
Put | 179,800 | $76,686 | 12/31/2023 |
Psagot Value Holdings Ltd. Israel | 12,199 | $5,201 | 12/31/2023 |
MA | 12,199 | $5,201 | 12/31/2023 |
Analyst IMS Investment Management Services Ltd. | 12,184 | $5,197 | 12/31/2023 |
MA | 12,184 | $5,197 | 12/31/2023 |
Leavell Investment Management Inc. | 12,101 | $5,161 | 12/31/2023 |
MA | 12,101 | $5,161 | 12/31/2023 |
Strategic Global Advisors LLC | 12,035 | $5,133 | 12/31/2023 |
MA | 12,035 | $5,133 | 12/31/2023 |
Decatur Capital Management Inc. | 11,996 | $5,116 | 12/31/2023 |
MA | 11,996 | $5,116 | 12/31/2023 |
Summit Trail Advisors LLC | 11,971 | $5,106 | 12/31/2023 |
MA | 11,971 | $5,106 | 12/31/2023 |
BOK Financial Private Wealth Inc. | 11,958 | $5,100 | 12/31/2023 |
MA | 11,958 | $5,100 | 12/31/2023 |
Stanley Laman Group Ltd. | 10,589 | $5,099 | 03/31/2024 |
MA | 10,589 | $5,099 | 03/31/2024 |
Vanguard Capital Wealth Advisors | 10,582 | $5,096 | 03/31/2024 |
MA | 10,582 | $5,096 | 03/31/2024 |
Galvin Gaustad & Stein LLC | 10,485 | $5,049 | 03/31/2024 |
MA | 10,485 | $5,049 | 03/31/2024 |
Kennedy Investment Group | 10,422 | $5,019 | 03/31/2024 |
MA | 10,422 | $5,019 | 03/31/2024 |
Aviance Capital Partners LLC | 10,411 | $5,014 | 03/31/2024 |
MA | 10,411 | $5,014 | 03/31/2024 |
NEOS Investment Management LLC | 11,724 | $5,000 | 12/31/2023 |
MA | 11,724 | $5,000 | 12/31/2023 |
Jupiter Wealth Management LLC | 11,718 | $4,998 | 12/31/2023 |
MA | 11,718 | $4,998 | 12/31/2023 |
1ST Source Bank | 11,692 | $4,987 | 12/31/2023 |
MA | 11,692 | $4,987 | 12/31/2023 |
Sabal Trust CO | 11,653 | $4,970 | 12/31/2023 |
MA | 11,653 | $4,970 | 12/31/2023 |
Ingalls & Snyder LLC | 11,650 | $4,969 | 12/31/2023 |
MA | 11,650 | $4,969 | 12/31/2023 |
Processus Wealth & Capital Management LLC | 10,281 | $4,951 | 03/31/2024 |
MA | 10,281 | $4,951 | 03/31/2024 |
V Square Quantitative Management LLC | 11,566 | $4,933 | 12/31/2023 |
MA | 11,566 | $4,933 | 12/31/2023 |
Fullerton Fund Management Co Ltd. | 11,549 | $4,926 | 12/31/2023 |
MA | 11,549 | $4,926 | 12/31/2023 |
Cramer Rosenthal Mcglynn LLC | 11,530 | $4,918 | 12/31/2023 |
MA | 11,530 | $4,918 | 12/31/2023 |
Advanced Asset Management Advisors Inc | 11,495 | $4,903 | 12/31/2023 |
MA | 11,495 | $4,903 | 12/31/2023 |
Focus Financial Network Inc. ADV | 11,477 | $4,895 | 12/31/2023 |
MA | 11,477 | $4,895 | 12/31/2023 |
Lyell Wealth Management LP | 11,364 | $4,847 | 12/31/2023 |
MA | 11,364 | $4,847 | 12/31/2023 |
McDonough Capital Management Inc | 11,344 | $4,838 | 12/31/2023 |
MA | 11,344 | $4,838 | 12/31/2023 |
Bfsg LLC | 11,297 | $4,818 | 12/31/2023 |
MA | 11,297 | $4,818 | 12/31/2023 |
Fairbanks Capital Management Inc. | 11,280 | $4,811 | 12/31/2023 |
MA | 11,280 | $4,811 | 12/31/2023 |
Meeder Advisory Services Inc. | 11,267 | $4,805 | 12/31/2023 |
MA | 11,267 | $4,805 | 12/31/2023 |
Geneva Partners LLC | 11,250 | $4,798 | 12/31/2023 |
MA | 11,250 | $4,798 | 12/31/2023 |
Okabena Investment Services Inc. | 11,213 | $4,782 | 12/31/2023 |
MA | 11,213 | $4,782 | 12/31/2023 |
BancorpSouth Bank | 11,205 | $4,779 | 12/31/2023 |
MA | 11,205 | $4,779 | 12/31/2023 |
NovaPoint Capital LLC | 9,911 | $4,773 | 03/31/2024 |
MA | 9,911 | $4,773 | 03/31/2024 |
Bremer Bank National Association | 9,893 | $4,764 | 03/31/2024 |
MA | 9,893 | $4,764 | 03/31/2024 |
Yacktman Asset Management LP | 11,130 | $4,747 | 12/31/2023 |
MA | 11,130 | $4,747 | 12/31/2023 |
Reliant Investment Management LLC | 9,830 | $4,734 | 03/31/2024 |
MA | 9,830 | $4,734 | 03/31/2024 |
FJ Investments LLC | 11,093 | $4,731 | 12/31/2023 |
MA | 11,093 | $4,731 | 12/31/2023 |
WealthPLAN Partners LLC | 11,080 | $4,726 | 12/31/2023 |
MA | 11,080 | $4,726 | 12/31/2023 |
FourThought Financial Partners LLC | 11,059 | $4,717 | 12/31/2023 |
MA | 11,059 | $4,717 | 12/31/2023 |
Centric Wealth Management | 10,322 | $4,715 | 12/31/2023 |
MA | 10,322 | $4,715 | 12/31/2023 |
NBW Capital LLC | 11,045 | $4,711 | 12/31/2023 |
MA | 11,045 | $4,711 | 12/31/2023 |
Peoples Financial Services CORP. | 9,745 | $4,693 | 03/31/2024 |
MA | 9,745 | $4,693 | 03/31/2024 |
Clarius Group LLC | 9,726 | $4,684 | 03/31/2024 |
MA | 9,726 | $4,684 | 03/31/2024 |
Insigneo Advisory Services LLC | 10,972 | $4,679 | 12/31/2023 |
MA | 10,972 | $4,679 | 12/31/2023 |
Asset Dedication LLC | 9,837 | $4,674 | 03/31/2024 |
MA | 9,837 | $4,674 | 03/31/2024 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 10,964 | $4,672 | 12/31/2023 |
MA | 10,964 | $4,672 | 12/31/2023 |
Boit C F David | 11,140 | $4,665 | 12/31/2023 |
MA | 11,140 | $4,665 | 12/31/2023 |
Taikang Asset Management Hong Kong Co Ltd | 10,848 | $4,627 | 12/31/2023 |
MA | 10,848 | $4,627 | 12/31/2023 |
Lockheed Martin Investment Management Co. | 10,840 | $4,623 | 12/31/2023 |
MA | 10,840 | $4,623 | 12/31/2023 |
Profund Advisors LLC | 10,826 | $4,617 | 12/31/2023 |
MA | 10,826 | $4,617 | 12/31/2023 |
Penserra Capital Management LLC | 10,803 | $4,605 | 12/31/2023 |
MA | 10,803 | $4,605 | 12/31/2023 |
Soltis Investment Advisors LLC | 10,779 | $4,597 | 12/31/2023 |
MA | 10,779 | $4,597 | 12/31/2023 |
IHT Wealth Management LLC | 10,777 | $4,596 | 12/31/2023 |
MA | 10,777 | $4,596 | 12/31/2023 |
Dempze Nancy E | 10,755 | $4,587 | 12/31/2023 |
MA | 10,755 | $4,587 | 12/31/2023 |
Adviser Investments LLC | 10,719 | $4,572 | 12/31/2023 |
MA | 10,719 | $4,572 | 12/31/2023 |
Cloverfields Capital Group LP | 10,695 | $4,562 | 12/31/2023 |
MA | 10,695 | $4,562 | 12/31/2023 |
Ameritas Advisory Services LLC | 10,077 | $4,562 | 12/31/2023 |
MA | 10,077 | $4,562 | 12/31/2023 |
AFT Forsyth & Company Inc. | 10,641 | $4,539 | 12/31/2023 |
MA | 10,641 | $4,539 | 12/31/2023 |
Charles Lim Capital Ltd | 10,643 | $4,539 | 12/31/2023 |
MA | 10,643 | $4,539 | 12/31/2023 |
Barbara Oil Co. | 10,600 | $4,521 | 12/31/2023 |
MA | 10,600 | $4,521 | 12/31/2023 |
Mitchell Capital Management Co. | 10,575 | $4,510 | 12/31/2023 |
MA | 10,575 | $4,510 | 12/31/2023 |
DRW Securities LLC | 10,550 | $4,503 | 12/31/2023 |
MA | 10,550 | $4,503 | 12/31/2023 |
Huber Capital Management LLC | 10,509 | $4,482 | 12/31/2023 |
MA | 10,509 | $4,482 | 12/31/2023 |
Trust Co. of Toledo NA OH | 9,278 | $4,468 | 03/31/2024 |
MA | 9,278 | $4,468 | 03/31/2024 |
ICW Investment Advisors LLC | 10,455 | $4,459 | 12/31/2023 |
MA | 10,455 | $4,459 | 12/31/2023 |
Flagship Harbor Advisors LLC | 9,231 | $4,445 | 03/31/2024 |
MA | 9,231 | $4,445 | 03/31/2024 |
Page Arthur B | 10,399 | $4,435 | 12/31/2023 |
MA | 10,399 | $4,435 | 12/31/2023 |
Icon Wealth Advisors LLC | 10,385 | $4,429 | 12/31/2023 |
MA | 10,385 | $4,429 | 12/31/2023 |
Sunbelt Securities Inc. | 9,123 | $4,394 | 03/31/2024 |
MA | 9,123 | $4,394 | 03/31/2024 |
Dfpg Investments LLC | 10,462 | $4,381 | 12/31/2023 |
MA | 10,462 | $4,381 | 12/31/2023 |
Northeast Financial Consultants Inc | 10,264 | $4,378 | 12/31/2023 |
MA | 10,264 | $4,378 | 12/31/2023 |
Western Wealth Management LLC | 10,233 | $4,364 | 12/31/2023 |
MA | 10,233 | $4,364 | 12/31/2023 |
Kampmann Melissa S. | 10,232 | $4,364 | 12/31/2023 |
MA | 10,232 | $4,364 | 12/31/2023 |
Financiere des Professionnels Fonds d investissement inc. | 9,053 | $4,360 | 03/31/2024 |
MA | 9,053 | $4,360 | 03/31/2024 |
Citizens Business Bank | 9,051 | $4,359 | 03/31/2024 |
MA | 9,051 | $4,359 | 03/31/2024 |
ROI Financial Advisors LLC | 10,167 | $4,336 | 12/31/2023 |
MA | 10,167 | $4,336 | 12/31/2023 |
Credit Agricole S A | $4,333 | 12/31/2023 | |
MA | 60,161 | $25,659 | 12/31/2023 |
Put | 50,000 | $21,326 | 12/31/2023 |
Institute for Wealth Management LLC. | 10,132 | $4,321 | 12/31/2023 |
MA | 10,132 | $4,321 | 12/31/2023 |
Bahl & Gaynor Inc. | 10,125 | $4,318 | 12/31/2023 |
MA | 10,125 | $4,318 | 12/31/2023 |
Summit X LLC | 10,116 | $4,314 | 12/31/2023 |
MA | 10,116 | $4,314 | 12/31/2023 |
China Universal Asset Management Co. Ltd. | 10,100 | $4,308 | 12/31/2023 |
MA | 10,100 | $4,308 | 12/31/2023 |
Inspirion Wealth Advisors LLC | 8,943 | $4,307 | 03/31/2024 |
MA | 8,943 | $4,307 | 03/31/2024 |
Williams Jones Wealth Management LLC. | 10,092 | $4,304 | 12/31/2023 |
MA | 10,092 | $4,304 | 12/31/2023 |
Ameritas Investment Partners Inc. | 10,085 | $4,302 | 12/31/2023 |
MA | 10,085 | $4,302 | 12/31/2023 |
Fairview Capital Investment Management LLC | 10,083 | $4,300 | 12/31/2023 |
MA | 10,083 | $4,300 | 12/31/2023 |
Cullen Investment Group LTD. | 8,925 | $4,279 | 03/31/2024 |
MA | 8,925 | $4,279 | 03/31/2024 |
Farther Finance Advisors LLC | 10,019 | $4,273 | 12/31/2023 |
MA | 10,019 | $4,273 | 12/31/2023 |
Winmill & CO. Inc. | 10,000 | $4,265 | 12/31/2023 |
MA | 10,000 | $4,265 | 12/31/2023 |
Matthew 25 Management Corp | 10,000 | $4,265 | 12/31/2023 |
MA | 10,000 | $4,265 | 12/31/2023 |
Telemark Asset Management LLC | 10,000 | $4,265 | 12/31/2023 |
MA | 10,000 | $4,265 | 12/31/2023 |
Hikari Power Ltd | 10,000 | $4,265 | 12/31/2023 |
MA | 10,000 | $4,265 | 12/31/2023 |
First National Advisers LLC | 9,982 | $4,258 | 12/31/2023 |
MA | 9,982 | $4,258 | 12/31/2023 |
Keebeck Wealth Management LLC | 9,933 | $4,237 | 12/31/2023 |
MA | 9,933 | $4,237 | 12/31/2023 |
Concurrent Investment Advisors LLC | 9,916 | $4,229 | 12/31/2023 |
MA | 9,916 | $4,229 | 12/31/2023 |
Dana Investment Advisors Inc. | 9,912 | $4,228 | 12/31/2023 |
MA | 9,912 | $4,228 | 12/31/2023 |
Grandfield & Dodd LLC | 9,910 | $4,227 | 12/31/2023 |
MA | 9,910 | $4,227 | 12/31/2023 |
LGT Fund Management Co Ltd. | 9,890 | $4,216 | 12/31/2023 |
MA | 9,890 | $4,216 | 12/31/2023 |
Jasper Ridge Partners L.P. | 9,871 | $4,210 | 12/31/2023 |
MA | 9,871 | $4,210 | 12/31/2023 |
Exchange Traded Concepts LLC | 8,700 | $4,190 | 03/31/2024 |
MA | 8,700 | $4,190 | 03/31/2024 |
Harvey Capital Management Inc. | 9,805 | $4,182 | 12/31/2023 |
MA | 9,805 | $4,182 | 12/31/2023 |
Trust Asset Management LLC | 9,784 | $4,173 | 12/31/2023 |
MA | 9,784 | $4,173 | 12/31/2023 |
North Star Investment Management Corp. | 9,776 | $4,170 | 12/31/2023 |
MA | 9,776 | $4,170 | 12/31/2023 |
Citizens & Northern Corp | 9,752 | $4,159 | 12/31/2023 |
MA | 9,752 | $4,159 | 12/31/2023 |
Qtron Investments LLC | 9,734 | $4,152 | 12/31/2023 |
MA | 9,734 | $4,152 | 12/31/2023 |
Prospera Financial Services Inc | 9,694 | $4,135 | 12/31/2023 |
MA | 9,694 | $4,135 | 12/31/2023 |
Schechter Investment Advisors LLC | 9,694 | $4,135 | 12/31/2023 |
MA | 9,694 | $4,135 | 12/31/2023 |
L.M. Kohn & Company | 9,660 | $4,120 | 12/31/2023 |
MA | 9,660 | $4,120 | 12/31/2023 |
Kingswood Wealth Advisors LLC | 8,533 | $4,109 | 03/31/2024 |
MA | 8,533 | $4,109 | 03/31/2024 |
Greenline Partners LLC | 9,633 | $4,109 | 12/31/2023 |
MA | 9,633 | $4,109 | 12/31/2023 |
Seven Eight Capital LP | 9,615 | $4,101 | 12/31/2023 |
MA | 9,615 | $4,101 | 12/31/2023 |
WD Rutherford LLC | 8,497 | $4,092 | 03/31/2024 |
MA | 8,497 | $4,092 | 03/31/2024 |
Greenfield Savings Bank | 8,494 | $4,090 | 03/31/2024 |
MA | 8,494 | $4,090 | 03/31/2024 |
Ashton Thomas Private Wealth LLC | 8,488 | $4,087 | 03/31/2024 |
MA | 8,488 | $4,087 | 03/31/2024 |
Moody National Bank Trust Division | 8,484 | $4,086 | 03/31/2024 |
MA | 8,484 | $4,086 | 03/31/2024 |
Point72 Middle East FZE | $4,076 | 12/31/2023 | |
Call | 11,900 | $5,075 | 12/31/2023 |
Put | 8,400 | $3,583 | 12/31/2023 |
MA | 6,058 | $2,584 | 12/31/2023 |
Martin Capital Advisors LLP | 9,538 | $4,068 | 12/31/2023 |
MA | 9,538 | $4,068 | 12/31/2023 |
Financial Counselors Inc. | 9,524 | $4,062 | 12/31/2023 |
MA | 9,524 | $4,062 | 12/31/2023 |
Leelyn Smith LLC | 9,524 | $4,062 | 12/31/2023 |
MA | 9,524 | $4,062 | 12/31/2023 |
Quadrant Capital Group LLC | 9,518 | $4,060 | 12/31/2023 |
MA | 9,518 | $4,060 | 12/31/2023 |
Modera Wealth Management LLC | 9,493 | $4,049 | 12/31/2023 |
MA | 9,493 | $4,049 | 12/31/2023 |
Orser Capital Management LLC | 8,387 | $4,039 | 03/31/2024 |
MA | 8,387 | $4,039 | 03/31/2024 |
Alliance Wealth Advisors LLC UT | 9,465 | $4,037 | 12/31/2023 |
MA | 9,465 | $4,037 | 12/31/2023 |
Fairhaven Wealth Management LLC | 9,459 | $4,034 | 12/31/2023 |
MA | 9,459 | $4,034 | 12/31/2023 |
Peddock Capital Advisors LLC | 9,455 | $4,033 | 12/31/2023 |
MA | 9,455 | $4,033 | 12/31/2023 |
Capital Asset Advisory Services LLC | 8,435 | $4,025 | 03/31/2024 |
MA | 8,435 | $4,025 | 03/31/2024 |
San Luis Wealth Advisors LLC | 8,335 | $4,014 | 03/31/2024 |
MA | 8,335 | $4,014 | 03/31/2024 |
PFG Investments LLC | 8,316 | $4,005 | 03/31/2024 |
MA | 8,316 | $4,005 | 03/31/2024 |
Arkadios Wealth Advisors | 9,383 | $4,002 | 12/31/2023 |
MA | 9,383 | $4,002 | 12/31/2023 |
Virtu Financial LLC | 9,377 | $3,999 | 12/31/2023 |
MA | 9,377 | $3,999 | 12/31/2023 |
OLD National Bancorp IN | 8,297 | $3,996 | 03/31/2024 |
MA | 8,297 | $3,996 | 03/31/2024 |
Tranquility Partners LLC | 9,348 | $3,987 | 12/31/2023 |
MA | 9,348 | $3,987 | 12/31/2023 |
Mathes Company Inc. | 9,277 | $3,957 | 12/31/2023 |
MA | 9,277 | $3,957 | 12/31/2023 |
Duff & Phelps Investment Management Co. | 9,267 | $3,952 | 12/31/2023 |
MA | 9,267 | $3,952 | 12/31/2023 |
Morse Asset Management Inc | 9,233 | $3,938 | 12/31/2023 |
MA | 9,233 | $3,938 | 12/31/2023 |
Bank OZK | 9,222 | $3,933 | 12/31/2023 |
MA | 9,222 | $3,933 | 12/31/2023 |
Concentric Wealth Management LLC | 9,211 | $3,929 | 12/31/2023 |
MA | 9,211 | $3,929 | 12/31/2023 |
Wolf Group Capital Advisors | 9,955 | $3,915 | 12/31/2023 |
MA | 9,955 | $3,915 | 12/31/2023 |
Gladstone Institutional Advisory LLC | 9,178 | $3,914 | 12/31/2023 |
MA | 9,178 | $3,914 | 12/31/2023 |
Wedmont Private Capital | 8,285 | $3,912 | 03/31/2024 |
MA | 8,285 | $3,912 | 03/31/2024 |
Anchor Investment Management LLC | 9,161 | $3,907 | 12/31/2023 |
MA | 9,161 | $3,907 | 12/31/2023 |
SlateStone Wealth LLC | 9,156 | $3,905 | 12/31/2023 |
MA | 9,156 | $3,905 | 12/31/2023 |
Buckingham Strategic Wealth LLC | 9,122 | $3,891 | 12/31/2023 |
MA | 9,122 | $3,891 | 12/31/2023 |
Bey Douglas LLC | 9,089 | $3,877 | 12/31/2023 |
MA | 9,089 | $3,877 | 12/31/2023 |
Global Trust Asset Management LLC | 8,020 | $3,862 | 03/31/2024 |
MA | 8,020 | $3,862 | 03/31/2024 |
Calamos Wealth Management LLC | 8,987 | $3,833 | 12/31/2023 |
MA | 8,987 | $3,833 | 12/31/2023 |
Schmidt P J Investment Management Inc. | 8,727 | $3,827 | 12/31/2023 |
MA | 8,727 | $3,827 | 12/31/2023 |
Centre Asset Management LLC | 7,884 | $3,797 | 03/31/2024 |
MA | 7,884 | $3,797 | 03/31/2024 |
American Trust | 8,900 | $3,796 | 12/31/2023 |
MA | 8,900 | $3,796 | 12/31/2023 |
Cigna Investments Inc. New | 8,883 | $3,789 | 12/31/2023 |
MA | 8,883 | $3,789 | 12/31/2023 |
Oak Family Advisors LLC | 8,883 | $3,789 | 12/31/2023 |
MA | 8,883 | $3,789 | 12/31/2023 |
Cyndeo Wealth Partners LLC | 7,810 | $3,761 | 03/31/2024 |
MA | 7,810 | $3,761 | 03/31/2024 |
Roble Belko & Company Inc | 7,760 | $3,737 | 03/31/2024 |
MA | 7,760 | $3,737 | 03/31/2024 |
Next Century Growth Investors LLC | 8,753 | $3,733 | 12/31/2023 |
MA | 8,753 | $3,733 | 12/31/2023 |
Weik Capital Management | 8,741 | $3,728 | 12/31/2023 |
MA | 8,741 | $3,728 | 12/31/2023 |
Mckinley Capital Management LLC Delaware | 8,739 | $3,727 | 12/31/2023 |
MA | 8,739 | $3,727 | 12/31/2023 |
RB Capital Management LLC | 8,725 | $3,721 | 12/31/2023 |
MA | 8,725 | $3,721 | 12/31/2023 |
Moreno Evelyn V | 8,696 | $3,709 | 12/31/2023 |
MA | 8,696 | $3,709 | 12/31/2023 |
Baker Tilly Financial LLC | 8,696 | $3,709 | 12/31/2023 |
MA | 8,696 | $3,709 | 12/31/2023 |
Ceera Investments LLC | 8,680 | $3,702 | 12/31/2023 |
MA | 8,680 | $3,702 | 12/31/2023 |
First Bank & Trust | 7,672 | $3,695 | 03/31/2024 |
MA | 7,672 | $3,695 | 03/31/2024 |
Silvercrest Asset Management Group LLC | 8,649 | $3,689 | 12/31/2023 |
MA | 8,649 | $3,689 | 12/31/2023 |
Charles Schwab Trust Co | 7,659 | $3,688 | 03/31/2024 |
MA | 7,659 | $3,688 | 03/31/2024 |
Dorsey & Whitney Trust CO LLC | 8,642 | $3,686 | 12/31/2023 |
MA | 8,642 | $3,686 | 12/31/2023 |
Moors & Cabot Inc. | 8,640 | $3,685 | 12/31/2023 |
MA | 8,640 | $3,685 | 12/31/2023 |
Vivid Wealth Management LLC | 7,625 | $3,672 | 03/31/2024 |
MA | 7,625 | $3,672 | 03/31/2024 |
Saturna Capital CORP | 8,600 | $3,668 | 12/31/2023 |
MA | 8,600 | $3,668 | 12/31/2023 |
Cornerstone Advisory LLC | 8,584 | $3,661 | 12/31/2023 |
MA | 8,584 | $3,661 | 12/31/2023 |
Pensionfund Sabic | 7,600 | $3,660 | 03/31/2024 |
MA | 7,600 | $3,660 | 03/31/2024 |
Petredis Investment Advisors LLC | 8,563 | $3,652 | 12/31/2023 |
MA | 8,563 | $3,652 | 12/31/2023 |
Grimes & Company Inc. | 7,579 | $3,650 | 03/31/2024 |
MA | 7,579 | $3,650 | 03/31/2024 |
Financial Advisors Network Inc. | 8,511 | $3,630 | 12/31/2023 |
MA | 8,511 | $3,630 | 12/31/2023 |
CenterBook Partners LP | 8,493 | $3,622 | 12/31/2023 |
MA | 8,493 | $3,622 | 12/31/2023 |
GHP Investment Advisors Inc. | 8,490 | $3,621 | 12/31/2023 |
MA | 8,490 | $3,621 | 12/31/2023 |
Merit Financial Group LLC | 8,481 | $3,617 | 12/31/2023 |
MA | 8,481 | $3,617 | 12/31/2023 |
Cox Capital Mgt LLC | 7,496 | $3,610 | 03/31/2024 |
MA | 7,496 | $3,610 | 03/31/2024 |
Brevan Howard Capital Management LP | 8,456 | $3,607 | 12/31/2023 |
MA | 8,456 | $3,607 | 12/31/2023 |
Checchi Capital Advisers LLC | 8,442 | $3,601 | 12/31/2023 |
MA | 8,442 | $3,601 | 12/31/2023 |
Syon Capital LLC | 8,440 | $3,600 | 12/31/2023 |
MA | 8,440 | $3,600 | 12/31/2023 |
Procyon Private Wealth Partners LLC | 7,456 | $3,591 | 03/31/2024 |
MA | 7,456 | $3,591 | 03/31/2024 |
Verition Fund Management LLC | $3,581 | 12/31/2023 | |
MA | 13,097 | $5,586 | 12/31/2023 |
Put | 11,600 | $4,948 | 12/31/2023 |
Call | 6,900 | $2,943 | 12/31/2023 |
NBC Securities Inc. | 7,423 | $3,574 | 03/31/2024 |
MA | 7,423 | $3,574 | 03/31/2024 |
West Family Investments Inc. | 8,380 | $3,574 | 12/31/2023 |
MA | 8,380 | $3,574 | 12/31/2023 |
Gryphon Financial Partners LLC | 8,431 | $3,565 | 12/31/2023 |
MA | 8,431 | $3,565 | 12/31/2023 |
SageView Advisory Group LLC | 8,000 | $3,561 | 12/31/2023 |
MA | 8,000 | $3,561 | 12/31/2023 |
Perpetual Ltd | 7,388 | $3,558 | 03/31/2024 |
MA | 7,388 | $3,558 | 03/31/2024 |
Accurate Wealth Management LLC | 8,293 | $3,539 | 12/31/2023 |
MA | 8,293 | $3,539 | 12/31/2023 |
Sheaff Brock Investment Advisors LLC | 8,287 | $3,534 | 12/31/2023 |
MA | 8,287 | $3,534 | 12/31/2023 |
Legacy Advisors LLC | 8,256 | $3,521 | 12/31/2023 |
MA | 8,256 | $3,521 | 12/31/2023 |
CRA Financial Services LLC | 7,279 | $3,506 | 03/31/2024 |
MA | 7,279 | $3,506 | 03/31/2024 |
Brookstone Capital Management | 7,272 | $3,502 | 03/31/2024 |
MA | 7,272 | $3,502 | 03/31/2024 |
CMT Capital Markets Trading GmbH | $3,492 | 12/31/2023 | |
Call | 23,000 | $9,810 | 12/31/2023 |
Put | 17,000 | $7,251 | 12/31/2023 |
MA | 2,188 | $933 | 12/31/2023 |
Evergreen Capital Management LLC | 8,160 | $3,480 | 12/31/2023 |
MA | 8,160 | $3,480 | 12/31/2023 |
Monetary Management Group Inc. | 8,145 | $3,474 | 12/31/2023 |
MA | 8,145 | $3,474 | 12/31/2023 |
Lakeview Capital Partners LLC | 8,099 | $3,454 | 12/31/2023 |
MA | 8,099 | $3,454 | 12/31/2023 |
Geneos Wealth Management Inc. | 8,088 | $3,449 | 12/31/2023 |
MA | 8,088 | $3,449 | 12/31/2023 |
Congress Wealth Management LLC DE | 7,153 | $3,446 | 03/31/2024 |
MA | 7,153 | $3,446 | 03/31/2024 |
Peak Asset Management LLC | 8,048 | $3,433 | 12/31/2023 |
MA | 8,048 | $3,433 | 12/31/2023 |
TrinityPoint Wealth LLC | 8,049 | $3,433 | 12/31/2023 |
MA | 8,049 | $3,433 | 12/31/2023 |
Goelzer Investment Management Inc. | 8,045 | $3,431 | 12/31/2023 |
MA | 8,045 | $3,431 | 12/31/2023 |
Rehmann Capital Advisory Group | 8,041 | $3,430 | 12/31/2023 |
MA | 8,041 | $3,430 | 12/31/2023 |
Watershed Asset Management L.L.C. | 8,035 | $3,427 | 12/31/2023 |
MA | 8,035 | $3,427 | 12/31/2023 |
Smithfield Trust Co. | 8,025 | $3,425 | 12/31/2023 |
MA | 8,025 | $3,425 | 12/31/2023 |
Banco de Sabadell S.A | 8,027 | $3,423 | 12/31/2023 |
MA | 8,027 | $3,423 | 12/31/2023 |
Synergy Financial Management LLC | 7,097 | $3,418 | 03/31/2024 |
MA | 7,097 | $3,418 | 03/31/2024 |
Houlihan Financial Resource Group Ltd. | 8,009 | $3,416 | 12/31/2023 |
MA | 8,009 | $3,416 | 12/31/2023 |
Agate Pass Investment Management LLC | 7,088 | $3,413 | 03/31/2024 |
MA | 7,088 | $3,413 | 03/31/2024 |
Private Wealth Partners LLC | 8,003 | $3,413 | 12/31/2023 |
MA | 8,003 | $3,413 | 12/31/2023 |
PICTET BANK & TRUST Ltd | 8,000 | $3,412 | 12/31/2023 |
MA | 8,000 | $3,412 | 12/31/2023 |
Garrett Investment Advisors LLC | 7,073 | $3,406 | 03/31/2024 |
MA | 7,073 | $3,406 | 03/31/2024 |
Viking Fund Management LLC | 7,000 | $3,371 | 03/31/2024 |
MA | 7,000 | $3,371 | 03/31/2024 |
Legato Capital Management LLC | 6,961 | $3,352 | 03/31/2024 |
MA | 6,961 | $3,352 | 03/31/2024 |
Fortune Financial Advisors LLC | 7,853 | $3,350 | 12/31/2023 |
MA | 7,853 | $3,350 | 12/31/2023 |
Stratos Wealth Advisors LLC | 6,937 | $3,341 | 03/31/2024 |
MA | 6,937 | $3,341 | 03/31/2024 |
Chiron Investment Management LLC | 7,819 | $3,335 | 12/31/2023 |
MA | 7,819 | $3,335 | 12/31/2023 |
International Assets Investment Management LLC | 6,969 | $3,334 | 03/31/2024 |
MA | 6,969 | $3,334 | 03/31/2024 |
We Are One Seven LLC | 7,786 | $3,321 | 12/31/2023 |
MA | 7,786 | $3,321 | 12/31/2023 |
Nicolet Bankshares Inc. | 7,777 | $3,317 | 12/31/2023 |
MA | 7,777 | $3,317 | 12/31/2023 |
Strategic Advisors LLC | 6,881 | $3,314 | 03/31/2024 |
MA | 6,881 | $3,314 | 03/31/2024 |
Circle Wealth Management LLC | 7,767 | $3,313 | 12/31/2023 |
MA | 7,767 | $3,313 | 12/31/2023 |
Grafton Street Partners Fund LP | 7,752 | $3,306 | 12/31/2023 |
MA | 7,752 | $3,306 | 12/31/2023 |
Fifth Third Wealth Advisors LLC | 6,861 | $3,304 | 03/31/2024 |
MA | 6,861 | $3,304 | 03/31/2024 |
Redmond Asset Management LLC | 7,747 | $3,304 | 12/31/2023 |
MA | 7,747 | $3,304 | 12/31/2023 |
WCM Investment Management LLC | 7,732 | $3,296 | 12/31/2023 |
MA | 7,732 | $3,296 | 12/31/2023 |
Enterprise Bank & Trust Co | 6,823 | $3,286 | 03/31/2024 |
MA | 6,823 | $3,286 | 03/31/2024 |
RMB Capital Management LLC | 7,705 | $3,286 | 12/31/2023 |
MA | 7,705 | $3,286 | 12/31/2023 |
Atomi Financial Group Inc. | 7,695 | $3,282 | 12/31/2023 |
MA | 7,695 | $3,282 | 12/31/2023 |
Sawyer & Company Inc | 6,814 | $3,281 | 03/31/2024 |
MA | 6,814 | $3,281 | 03/31/2024 |
OLD Second National Bank of Aurora | 7,644 | $3,260 | 12/31/2023 |
MA | 7,644 | $3,260 | 12/31/2023 |
AlTi Global Inc. | 7,633 | $3,256 | 12/31/2023 |
MA | 7,633 | $3,256 | 12/31/2023 |
Intrust Bank NA | 7,613 | $3,247 | 12/31/2023 |
MA | 7,613 | $3,247 | 12/31/2023 |
Invesco LLC | 7,596 | $3,240 | 12/31/2023 |
MA | 7,596 | $3,240 | 12/31/2023 |
XR Securities LLC | $3,237 | 12/31/2023 | |
Call | 15,200 | $6,483 | 12/31/2023 |
Put | 8,200 | $3,497 | 12/31/2023 |
MA | 589 | $251 | 12/31/2023 |
NBT Bank N A NY | 7,581 | $3,233 | 12/31/2023 |
MA | 7,581 | $3,233 | 12/31/2023 |
Prospect Hill Management LLC | 7,550 | $3,220 | 12/31/2023 |
MA | 7,550 | $3,220 | 12/31/2023 |
Moneta Group Investment Advisors LLC | 7,518 | $3,207 | 12/31/2023 |
MA | 7,518 | $3,207 | 12/31/2023 |
Modus Advisors LLC | 6,655 | $3,205 | 03/31/2024 |
MA | 6,655 | $3,205 | 03/31/2024 |
Waldron Private Wealth LLC | 7,505 | $3,200 | 12/31/2023 |
MA | 7,505 | $3,200 | 12/31/2023 |
Zweig DiMenna Associates LLC | 7,500 | $3,199 | 12/31/2023 |
MA | 7,500 | $3,199 | 12/31/2023 |
Wambolt & Associates LLC | 7,492 | $3,195 | 12/31/2023 |
MA | 7,492 | $3,195 | 12/31/2023 |
Sycomore Asset Management | 7,489 | $3,178 | 12/31/2023 |
MA | 7,489 | $3,178 | 12/31/2023 |
HBK Sorce Advisory LLC | 7,427 | $3,168 | 12/31/2023 |
MA | 7,427 | $3,168 | 12/31/2023 |
Brown Capital Management LLC | 7,423 | $3,166 | 12/31/2023 |
MA | 7,423 | $3,166 | 12/31/2023 |
Personal CFO Solutions LLC | 7,377 | $3,146 | 12/31/2023 |
MA | 7,377 | $3,146 | 12/31/2023 |
Klingman & Associates LLC | 7,356 | $3,137 | 12/31/2023 |
MA | 7,356 | $3,137 | 12/31/2023 |
Blue Edge Capital LLC | 7,343 | $3,132 | 12/31/2023 |
MA | 7,343 | $3,132 | 12/31/2023 |
Team Hewins LLC | 7,325 | $3,124 | 12/31/2023 |
MA | 7,325 | $3,124 | 12/31/2023 |
Nippon Life Global Investors Americas Inc. | 7,290 | $3,109 | 12/31/2023 |
MA | 7,290 | $3,109 | 12/31/2023 |
B & T Capital Management DBA Alpha Capital Management | 6,448 | $3,105 | 03/31/2024 |
MA | 6,448 | $3,105 | 03/31/2024 |
Farmers & Merchants Investments Inc. | 6,445 | $3,104 | 03/31/2024 |
MA | 6,445 | $3,104 | 03/31/2024 |
New Potomac Partners LLC | 7,261 | $3,097 | 12/31/2023 |
MA | 7,261 | $3,097 | 12/31/2023 |
Woodard & Co. Asset Management Group Inc. ADV | 7,242 | $3,089 | 12/31/2023 |
MA | 7,242 | $3,089 | 12/31/2023 |
Boston Trust Walden Corp | 6,389 | $3,077 | 03/31/2024 |
MA | 6,389 | $3,077 | 03/31/2024 |
Trust Point Inc. | 6,386 | $3,075 | 03/31/2024 |
MA | 6,386 | $3,075 | 03/31/2024 |
Naviter Wealth LLC | 6,377 | $3,071 | 03/31/2024 |
MA | 6,377 | $3,071 | 03/31/2024 |
Monetta Financial Services Inc. | 7,200 | $3,071 | 12/31/2023 |
MA | 7,200 | $3,071 | 12/31/2023 |
Grove Bank & Trust | 7,201 | $3,071 | 12/31/2023 |
MA | 7,201 | $3,071 | 12/31/2023 |
Aquatic Capital Management LLC | 7,200 | $3,071 | 12/31/2023 |
MA | 7,200 | $3,071 | 12/31/2023 |
New Hampshire Trust | 6,353 | $3,059 | 03/31/2024 |
MA | 6,353 | $3,059 | 03/31/2024 |
Spinnaker Trust | 7,161 | $3,054 | 12/31/2023 |
MA | 7,161 | $3,054 | 12/31/2023 |
Tyche Wealth Partners LLC | 7,149 | $3,049 | 12/31/2023 |
MA | 7,149 | $3,049 | 12/31/2023 |
Patten & Patten Inc. TN | 7,122 | $3,038 | 12/31/2023 |
MA | 7,122 | $3,038 | 12/31/2023 |
WT Wealth Management | 7,117 | $3,036 | 12/31/2023 |
MA | 7,117 | $3,036 | 12/31/2023 |
Miracle Mile Advisors LLC | 6,300 | $3,034 | 03/31/2024 |
MA | 6,300 | $3,034 | 03/31/2024 |
Jaffetilchin Investment Partners LLC | 7,111 | $3,033 | 12/31/2023 |
MA | 7,111 | $3,033 | 12/31/2023 |
Balboa Wealth Partners | 7,104 | $3,030 | 12/31/2023 |
MA | 7,104 | $3,030 | 12/31/2023 |
WMS Partners LLC | 7,077 | $3,018 | 12/31/2023 |
MA | 7,077 | $3,018 | 12/31/2023 |
Eqis Capital Management Inc. | 7,075 | $3,018 | 12/31/2023 |
MA | 7,075 | $3,018 | 12/31/2023 |
Smithbridge Asset Management Inc. DE | 7,072 | $3,016 | 12/31/2023 |
MA | 7,072 | $3,016 | 12/31/2023 |
Alpha Omega Wealth Management LLC | 6,249 | $3,009 | 03/31/2024 |
MA | 6,249 | $3,009 | 03/31/2024 |
Channing Global Advisors LLC | 7,037 | $3,001 | 12/31/2023 |
MA | 7,037 | $3,001 | 12/31/2023 |
GAMMA Investing LLC | 6,222 | $2,996 | 03/31/2024 |
MA | 6,222 | $2,996 | 03/31/2024 |
Princeton Capital Management LLC | 7,014 | $2,992 | 12/31/2023 |
MA | 7,014 | $2,992 | 12/31/2023 |
MV Capital Management Inc. | 6,177 | $2,975 | 03/31/2024 |
MA | 6,177 | $2,975 | 03/31/2024 |
Tsai Capital Corp | 6,969 | $2,972 | 12/31/2023 |
MA | 6,969 | $2,972 | 12/31/2023 |
Csenge Advisory Group | 6,960 | $2,968 | 12/31/2023 |
MA | 6,960 | $2,968 | 12/31/2023 |
Quantbot Technologies LP | 6,929 | $2,955 | 12/31/2023 |
MA | 6,929 | $2,955 | 12/31/2023 |
Lynch Asset Management Inc. | 6,925 | $2,954 | 12/31/2023 |
MA | 6,925 | $2,954 | 12/31/2023 |
Applied Capital LLC FL | 6,083 | $2,929 | 03/31/2024 |
MA | 6,083 | $2,929 | 03/31/2024 |
NorthRock Partners LLC | 6,865 | $2,928 | 12/31/2023 |
MA | 6,865 | $2,928 | 12/31/2023 |
Nvwm LLC | 6,833 | $2,914 | 12/31/2023 |
MA | 6,833 | $2,914 | 12/31/2023 |
Country Club Bank GFN | 6,769 | $2,886 | 12/31/2023 |
MA | 6,769 | $2,886 | 12/31/2023 |
Good Life Advisors LLC | 6,760 | $2,883 | 12/31/2023 |
MA | 6,760 | $2,883 | 12/31/2023 |
Coastal Investment Advisors Inc. | 5,985 | $2,882 | 03/31/2024 |
MA | 5,985 | $2,882 | 03/31/2024 |
Advocate Group LLC | 6,721 | $2,867 | 12/31/2023 |
MA | 6,721 | $2,867 | 12/31/2023 |
Garrison Asset Management LLC | 6,715 | $2,864 | 12/31/2023 |
MA | 6,715 | $2,864 | 12/31/2023 |
Strengthening Families & Communities LLC | 6,703 | $2,859 | 12/31/2023 |
MA | 6,703 | $2,859 | 12/31/2023 |
Cohen Capital Management Inc. | 6,700 | $2,858 | 12/31/2023 |
MA | 6,700 | $2,858 | 12/31/2023 |
GeoWealth Management LLC | 6,690 | $2,854 | 12/31/2023 |
MA | 6,690 | $2,854 | 12/31/2023 |
Optas LLC | 5,904 | $2,843 | 03/31/2024 |
MA | 5,904 | $2,843 | 03/31/2024 |
RFG Advisory LLC | 5,885 | $2,834 | 03/31/2024 |
MA | 5,885 | $2,834 | 03/31/2024 |
Alpha Cubed Investments LLC | 6,614 | $2,821 | 12/31/2023 |
MA | 6,614 | $2,821 | 12/31/2023 |
Enterprise Financial Services Corp | 6,606 | $2,818 | 12/31/2023 |
MA | 6,606 | $2,818 | 12/31/2023 |
Gordian Capital Singapore Pte Ltd | 6,608 | $2,818 | 12/31/2023 |
MA | 6,608 | $2,818 | 12/31/2023 |
Change Path LLC | 6,605 | $2,817 | 12/31/2023 |
MA | 6,605 | $2,817 | 12/31/2023 |
Piscataqua Savings Bank | 5,845 | $2,815 | 03/31/2024 |
MA | 5,845 | $2,815 | 03/31/2024 |
Capital Investment Advisors LLC | 5,844 | $2,814 | 03/31/2024 |
MA | 5,844 | $2,814 | 03/31/2024 |
MONECO Advisors LLC | 6,592 | $2,811 | 12/31/2023 |
MA | 6,592 | $2,811 | 12/31/2023 |
Alphinity Investment Management Pty Ltd | 6,589 | $2,810 | 12/31/2023 |
MA | 6,589 | $2,810 | 12/31/2023 |
Archford Capital Strategies LLC | 6,582 | $2,807 | 12/31/2023 |
MA | 6,582 | $2,807 | 12/31/2023 |
ProVise Management Group LLC | 6,579 | $2,806 | 12/31/2023 |
MA | 6,579 | $2,806 | 12/31/2023 |
Prevail Innovative Wealth Advisors LLC | 6,580 | $2,806 | 12/31/2023 |
MA | 6,580 | $2,806 | 12/31/2023 |
LVW Advisors LLC | 5,824 | $2,805 | 03/31/2024 |
MA | 5,824 | $2,805 | 03/31/2024 |
Jackson Square Capital LLC | 5,796 | $2,791 | 03/31/2024 |
MA | 5,796 | $2,791 | 03/31/2024 |
Supplemental Annuity Collective Trust of NJ | 6,500 | $2,772 | 12/31/2023 |
MA | 6,500 | $2,772 | 12/31/2023 |
Daymark Wealth Partners LLC | 5,742 | $2,765 | 03/31/2024 |
MA | 5,742 | $2,765 | 03/31/2024 |
Sander Capital Advisors Inc. | 5,740 | $2,764 | 03/31/2024 |
MA | 5,740 | $2,764 | 03/31/2024 |
Edgestream Partners L.P. | 6,453 | $2,752 | 12/31/2023 |
MA | 6,453 | $2,752 | 12/31/2023 |
Hancock Whitney Corp | 6,426 | $2,741 | 12/31/2023 |
MA | 6,426 | $2,741 | 12/31/2023 |
Greenland Capital Management LP | 6,413 | $2,735 | 12/31/2023 |
MA | 6,413 | $2,735 | 12/31/2023 |
Family Management Corp | 6,410 | $2,734 | 12/31/2023 |
MA | 6,410 | $2,734 | 12/31/2023 |
Hazlett Burt & Watson Inc. | 6,363 | $2,716 | 12/31/2023 |
MA | 6,363 | $2,716 | 12/31/2023 |
Lake Street Advisors Group LLC | 6,366 | $2,715 | 12/31/2023 |
MA | 6,366 | $2,715 | 12/31/2023 |
Semmax Financial Advisors Inc. | 5,892 | $2,713 | 12/31/2023 |
MA | 5,892 | $2,713 | 12/31/2023 |
Napa Wealth Management | 6,334 | $2,702 | 12/31/2023 |
MA | 6,334 | $2,702 | 12/31/2023 |
Connor Clark & Lunn Investment Management Ltd. | 6,330 | $2,700 | 12/31/2023 |
MA | 6,330 | $2,700 | 12/31/2023 |
AMG National Trust Bank | 6,329 | $2,699 | 12/31/2023 |
MA | 6,329 | $2,699 | 12/31/2023 |
K.J. Harrison & Partners Inc | 6,328 | $2,699 | 12/31/2023 |
MA | 6,328 | $2,699 | 12/31/2023 |
Global Retirement Partners LLC | 6,296 | $2,697 | 12/31/2023 |
MA | 6,296 | $2,697 | 12/31/2023 |
Accent Capital Management LLC | 6,311 | $2,692 | 12/31/2023 |
MA | 6,311 | $2,692 | 12/31/2023 |
Liontrust Investment Partners LLP | 6,300 | $2,687 | 12/31/2023 |
MA | 6,300 | $2,687 | 12/31/2023 |
CWA Asset Management Group LLC | 6,284 | $2,680 | 12/31/2023 |
MA | 6,284 | $2,680 | 12/31/2023 |
CHURCHILL MANAGEMENT Corp | 5,562 | $2,679 | 03/31/2024 |
MA | 5,562 | $2,679 | 03/31/2024 |
United Bank | 6,269 | $2,674 | 12/31/2023 |
MA | 6,269 | $2,674 | 12/31/2023 |
Atlantic Trust LLC | 6,251 | $2,666 | 12/31/2023 |
MA | 6,251 | $2,666 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 5,505 | $2,651 | 03/31/2024 |
MA | 5,505 | $2,651 | 03/31/2024 |
Turtle Creek Wealth Advisors LLC | 6,216 | $2,651 | 12/31/2023 |
MA | 6,216 | $2,651 | 12/31/2023 |
Marion Wealth Management | 5,498 | $2,648 | 03/31/2024 |
MA | 5,498 | $2,648 | 03/31/2024 |
United Fire Group Inc. | 6,200 | $2,644 | 12/31/2023 |
MA | 6,200 | $2,644 | 12/31/2023 |
Keystone Investors PTE Ltd. | 6,191 | $2,641 | 12/31/2023 |
MA | 6,191 | $2,641 | 12/31/2023 |
Avalon Trust Co | 6,162 | $2,628 | 12/31/2023 |
MA | 6,162 | $2,628 | 12/31/2023 |
Sovereign Financial Group Inc. | 5,431 | $2,615 | 03/31/2024 |
MA | 5,431 | $2,615 | 03/31/2024 |
Holderness Investments Co. | 6,115 | $2,608 | 12/31/2023 |
MA | 6,115 | $2,608 | 12/31/2023 |
Stableford Capital II LLC | 5,395 | $2,598 | 03/31/2024 |
MA | 5,395 | $2,598 | 03/31/2024 |
Optimum Investment Advisors | 5,385 | $2,593 | 03/31/2024 |
MA | 5,385 | $2,593 | 03/31/2024 |
Hilltop Holdings Inc. | 6,064 | $2,586 | 12/31/2023 |
MA | 6,064 | $2,586 | 12/31/2023 |
HighVista Strategies LLC | 6,047 | $2,579 | 12/31/2023 |
MA | 6,047 | $2,579 | 12/31/2023 |
Chatham Capital Group Inc. | 5,351 | $2,577 | 03/31/2024 |
MA | 5,351 | $2,577 | 03/31/2024 |
Linden Thomas Advisory Services LLC | 6,034 | $2,574 | 12/31/2023 |
MA | 6,034 | $2,574 | 12/31/2023 |
Rockline Wealth Management LLC | 6,008 | $2,562 | 12/31/2023 |
MA | 6,008 | $2,562 | 12/31/2023 |
Lighthouse Investment Partners LLC | 5,999 | $2,559 | 12/31/2023 |
MA | 5,999 | $2,559 | 12/31/2023 |
Savoie Capital LLC | 6,000 | $2,559 | 12/31/2023 |
MA | 6,000 | $2,559 | 12/31/2023 |
Dudley Capital Management LLC | 5,994 | $2,557 | 12/31/2023 |
MA | 5,994 | $2,557 | 12/31/2023 |
Koshinski Asset Management Inc. | 5,989 | $2,555 | 12/31/2023 |
MA | 5,989 | $2,555 | 12/31/2023 |
Absoluto Partners Gestao de Recursos Ltda | 5,985 | $2,553 | 12/31/2023 |
MA | 5,985 | $2,553 | 12/31/2023 |
Tolleson Wealth Management Inc. | 5,970 | $2,546 | 12/31/2023 |
MA | 5,970 | $2,546 | 12/31/2023 |
RDST Capital LLC | 5,950 | $2,538 | 12/31/2023 |
MA | 5,950 | $2,538 | 12/31/2023 |
Abbrea Capital LLC | 5,946 | $2,536 | 12/31/2023 |
MA | 5,946 | $2,536 | 12/31/2023 |
Gables Capital Management Inc. | 5,924 | $2,527 | 12/31/2023 |
MA | 5,924 | $2,527 | 12/31/2023 |
Simon Quick Advisors LLC | 5,243 | $2,525 | 03/31/2024 |
MA | 5,243 | $2,525 | 03/31/2024 |
Amarillo National Bank | 5,241 | $2,524 | 03/31/2024 |
MA | 5,241 | $2,524 | 03/31/2024 |
J. Goldman & Co LP | 5,905 | $2,519 | 12/31/2023 |
MA | 5,905 | $2,519 | 12/31/2023 |
Kensington Investment Counsel LLC | 5,905 | $2,519 | 12/31/2023 |
MA | 5,905 | $2,519 | 12/31/2023 |
Handelsinvest Investeringsforvaltning | 5,229 | $2,518 | 03/31/2024 |
MA | 5,229 | $2,518 | 03/31/2024 |
Symmetry Partners LLC | 5,216 | $2,512 | 03/31/2024 |
MA | 5,216 | $2,512 | 03/31/2024 |
FCG Investment Co | 5,209 | $2,508 | 03/31/2024 |
MA | 5,209 | $2,508 | 03/31/2024 |
Trail Ridge Investment Advisors LLC | 5,877 | $2,507 | 12/31/2023 |
MA | 5,877 | $2,507 | 12/31/2023 |
RSM US Wealth Management LLC | 5,864 | $2,501 | 12/31/2023 |
MA | 5,864 | $2,501 | 12/31/2023 |
Deane Retirement Strategies Inc. | 5,188 | $2,497 | 03/31/2024 |
MA | 5,188 | $2,497 | 03/31/2024 |
Walled Lake Planning & Wealth Management LLC | 5,851 | $2,496 | 12/31/2023 |
MA | 5,851 | $2,496 | 12/31/2023 |
Boomfish Wealth Group LLC | 5,846 | $2,493 | 12/31/2023 |
MA | 5,846 | $2,493 | 12/31/2023 |
Simmons Bank | 5,817 | $2,481 | 12/31/2023 |
MA | 5,817 | $2,481 | 12/31/2023 |
Hyperion Capital Advisors LP | 5,804 | $2,475 | 12/31/2023 |
MA | 5,804 | $2,475 | 12/31/2023 |
Nicholas Hoffman & Company LLC. | 5,137 | $2,474 | 03/31/2024 |
MA | 5,137 | $2,474 | 03/31/2024 |
SRS Capital Advisors Inc. | 5,793 | $2,471 | 12/31/2023 |
MA | 5,793 | $2,471 | 12/31/2023 |
S&CO Inc. | 5,793 | $2,470 | 12/31/2023 |
MA | 5,793 | $2,470 | 12/31/2023 |
Kendall Capital Management | 5,766 | $2,459 | 12/31/2023 |
MA | 5,766 | $2,459 | 12/31/2023 |
Olstein Capital Management L.P. | 5,093 | $2,453 | 03/31/2024 |
MA | 5,093 | $2,453 | 03/31/2024 |
MeadowBrook Investment Advisors LLC | 5,745 | $2,450 | 12/31/2023 |
MA | 5,745 | $2,450 | 12/31/2023 |
Bank of Hawaii | 5,736 | $2,446 | 12/31/2023 |
MA | 5,736 | $2,446 | 12/31/2023 |
Continuum Advisory LLC | 5,731 | $2,444 | 12/31/2023 |
MA | 5,731 | $2,444 | 12/31/2023 |
Sweet Financial Partners LLC | 5,726 | $2,442 | 12/31/2023 |
MA | 5,726 | $2,442 | 12/31/2023 |
Mechanics Bank Trust Department | 5,069 | $2,441 | 03/31/2024 |
MA | 5,069 | $2,441 | 03/31/2024 |
Skopos Labs Inc. | 5,724 | $2,441 | 12/31/2023 |
MA | 5,724 | $2,441 | 12/31/2023 |
Wrapmanager Inc. | 5,719 | $2,439 | 12/31/2023 |
MA | 5,719 | $2,439 | 12/31/2023 |
Sicart Associates LLC | 5,713 | $2,437 | 12/31/2023 |
MA | 5,713 | $2,437 | 12/31/2023 |
S.A. Mason LLC | 5,056 | $2,435 | 03/31/2024 |
MA | 5,056 | $2,435 | 03/31/2024 |
RiverPark Advisors LLC | 5,702 | $2,432 | 12/31/2023 |
MA | 5,702 | $2,432 | 12/31/2023 |
DeDora Capital Inc. | 5,022 | $2,418 | 03/31/2024 |
MA | 5,022 | $2,418 | 03/31/2024 |
Jump Financial LLC | 5,668 | $2,417 | 12/31/2023 |
MA | 5,668 | $2,417 | 12/31/2023 |
Cornerstone Wealth Group LLC | 5,018 | $2,416 | 03/31/2024 |
MA | 5,018 | $2,416 | 03/31/2024 |
Bourne Lent Asset Management Inc. | 4,998 | $2,407 | 03/31/2024 |
MA | 4,998 | $2,407 | 03/31/2024 |
Benjamin Edwards Inc. | 5,643 | $2,407 | 12/31/2023 |
MA | 5,643 | $2,407 | 12/31/2023 |
Jacobi Capital Management LLC | 5,644 | $2,407 | 12/31/2023 |
MA | 5,644 | $2,407 | 12/31/2023 |
Gold Investment Management Ltd. | 5,642 | $2,406 | 12/31/2023 |
MA | 5,642 | $2,406 | 12/31/2023 |
Voya Financial Advisors Inc. | 5,640 | $2,404 | 12/31/2023 |
MA | 5,640 | $2,404 | 12/31/2023 |
Brighton Jones LLC | 5,626 | $2,400 | 12/31/2023 |
MA | 5,626 | $2,400 | 12/31/2023 |
CHICAGO TRUST Co NA | 4,981 | $2,399 | 03/31/2024 |
MA | 4,981 | $2,399 | 03/31/2024 |
Fortis Group Advisors LLC | 5,613 | $2,394 | 12/31/2023 |
MA | 5,613 | $2,394 | 12/31/2023 |
Wright Investors Service Inc. | 5,609 | $2,392 | 12/31/2023 |
MA | 5,609 | $2,392 | 12/31/2023 |
Atlantic Edge Private Wealth Management LLC | 5,588 | $2,383 | 12/31/2023 |
MA | 5,588 | $2,383 | 12/31/2023 |
Bulltick Wealth Management LLC | 5,586 | $2,382 | 12/31/2023 |
MA | 5,586 | $2,382 | 12/31/2023 |
Vestmark Advisory Solutions Inc. | 5,575 | $2,378 | 12/31/2023 |
MA | 5,575 | $2,378 | 12/31/2023 |
Mission Wealth Management LP | 5,558 | $2,371 | 12/31/2023 |
MA | 5,558 | $2,371 | 12/31/2023 |
Pinkerton Retirement Specialists LLC | 5,556 | $2,370 | 12/31/2023 |
MA | 5,556 | $2,370 | 12/31/2023 |
Staley Capital Advisers Inc. | 5,481 | $2,338 | 12/31/2023 |
MA | 5,481 | $2,338 | 12/31/2023 |
Martin & Co. Inc. TN | 5,471 | $2,333 | 12/31/2023 |
MA | 5,471 | $2,333 | 12/31/2023 |
Summit Global Investments | 5,466 | $2,331 | 12/31/2023 |
MA | 5,466 | $2,331 | 12/31/2023 |
Carmichael Hill & Associates Inc. | $2,331 | 12/31/2023 | |
MA | 4,967 | $2,118 | 12/31/2023 |
Call | 500 | $213 | 12/31/2023 |
My Legacy Advisors LLC | 5,456 | $2,328 | 12/31/2023 |
MA | 5,456 | $2,328 | 12/31/2023 |
Twin Capital Management Inc. | 5,445 | $2,322 | 12/31/2023 |
MA | 5,445 | $2,322 | 12/31/2023 |
Weatherly Asset Management L. P. | 5,441 | $2,321 | 12/31/2023 |
MA | 5,441 | $2,321 | 12/31/2023 |
James Hambro & Partners | 5,417 | $2,311 | 12/31/2023 |
MA | 5,417 | $2,311 | 12/31/2023 |
Parkside Financial Bank & Trust | 5,393 | $2,300 | 12/31/2023 |
MA | 5,393 | $2,300 | 12/31/2023 |
Beverly Hills Private Wealth LLC | 5,389 | $2,299 | 12/31/2023 |
MA | 5,389 | $2,299 | 12/31/2023 |
Arete Wealth Advisors LLC | 5,387 | $2,298 | 12/31/2023 |
MA | 5,387 | $2,298 | 12/31/2023 |
Cordatus Wealth Management LLC | 5,384 | $2,296 | 12/31/2023 |
MA | 5,384 | $2,296 | 12/31/2023 |
Main Street Financial Solutions LLC | 5,377 | $2,293 | 12/31/2023 |
MA | 5,377 | $2,293 | 12/31/2023 |
Inlet Private Wealth LLC | 5,372 | $2,291 | 12/31/2023 |
MA | 5,372 | $2,291 | 12/31/2023 |
West Branch Capital LLC | 5,349 | $2,282 | 12/31/2023 |
MA | 5,349 | $2,282 | 12/31/2023 |
Richard Bernstein Advisors LLC | 5,346 | $2,280 | 12/31/2023 |
MA | 5,346 | $2,280 | 12/31/2023 |
JPL Wealth Management LLC | 5,342 | $2,278 | 12/31/2023 |
MA | 5,342 | $2,278 | 12/31/2023 |
Sepio Capital LP | 5,338 | $2,277 | 12/31/2023 |
MA | 5,338 | $2,277 | 12/31/2023 |
Chilton Capital Management LLC | 5,308 | $2,264 | 12/31/2023 |
MA | 5,308 | $2,264 | 12/31/2023 |
Quantum Private Wealth LLC | 5,306 | $2,263 | 12/31/2023 |
MA | 5,306 | $2,263 | 12/31/2023 |
Girard Partners LTD. | 5,303 | $2,262 | 12/31/2023 |
MA | 5,303 | $2,262 | 12/31/2023 |
Cape Cod Five Cents Savings Bank | 5,303 | $2,262 | 12/31/2023 |
MA | 5,303 | $2,262 | 12/31/2023 |
RMR Wealth Builders | 4,693 | $2,260 | 03/31/2024 |
MA | 4,693 | $2,260 | 03/31/2024 |
Sanders Morris Harris LLC | 4,691 | $2,259 | 03/31/2024 |
MA | 4,691 | $2,259 | 03/31/2024 |
Scott & Selber Inc. | 5,294 | $2,258 | 12/31/2023 |
MA | 5,294 | $2,258 | 12/31/2023 |
Pinnacle Wealth Planning Services Inc. | 5,294 | $2,258 | 12/31/2023 |
MA | 5,294 | $2,258 | 12/31/2023 |
Heartland Bank & Trust Co | 5,275 | $2,250 | 12/31/2023 |
MA | 5,275 | $2,250 | 12/31/2023 |
Financial Advocates Investment Management | 5,269 | $2,247 | 12/31/2023 |
MA | 5,269 | $2,247 | 12/31/2023 |
Chemistry Wealth Management LLC | 4,647 | $2,238 | 03/31/2024 |
MA | 4,647 | $2,238 | 03/31/2024 |
Segment Wealth Management LLC | 5,217 | $2,225 | 12/31/2023 |
MA | 5,217 | $2,225 | 12/31/2023 |
Commerzbank Aktiengesellschaft FI | 5,212 | $2,223 | 12/31/2023 |
MA | 5,212 | $2,223 | 12/31/2023 |
Revolve Wealth Partners LLC | 4,591 | $2,211 | 03/31/2024 |
MA | 4,591 | $2,211 | 03/31/2024 |
Pegasus Partners Ltd. | 5,180 | $2,209 | 12/31/2023 |
MA | 5,180 | $2,209 | 12/31/2023 |
Institutional & Family Asset Management LLC | 5,164 | $2,202 | 12/31/2023 |
MA | 5,164 | $2,202 | 12/31/2023 |
Lester Murray Antman dba SimplyRich | 5,162 | $2,202 | 12/31/2023 |
MA | 5,162 | $2,202 | 12/31/2023 |
Security National Bank | 4,566 | $2,199 | 03/31/2024 |
MA | 4,566 | $2,199 | 03/31/2024 |
Unique Wealth Strategies LLC | 5,140 | $2,192 | 12/31/2023 |
MA | 5,140 | $2,192 | 12/31/2023 |
Belpointe Asset Management LLC | 5,136 | $2,191 | 12/31/2023 |
MA | 5,136 | $2,191 | 12/31/2023 |
AdvisorNet Financial Inc | 4,542 | $2,187 | 03/31/2024 |
MA | 4,542 | $2,187 | 03/31/2024 |
Howland Capital Management LLC | 5,125 | $2,186 | 12/31/2023 |
MA | 5,125 | $2,186 | 12/31/2023 |
Riverpark Capital Management LLC | 5,126 | $2,186 | 12/31/2023 |
MA | 5,126 | $2,186 | 12/31/2023 |
Capital Counsel LLC NY | 5,096 | $2,173 | 12/31/2023 |
MA | 5,096 | $2,173 | 12/31/2023 |
Community Bank & Trust Waco Texas | 4,501 | $2,168 | 03/31/2024 |
MA | 4,501 | $2,168 | 03/31/2024 |
Maia Wealth LLC | 5,034 | $2,147 | 12/31/2023 |
MA | 5,034 | $2,147 | 12/31/2023 |
Strategic Planning Group LLC | 4,452 | $2,144 | 03/31/2024 |
MA | 4,452 | $2,144 | 03/31/2024 |
Northwest Bank & Trust Co | 5,028 | $2,144 | 12/31/2023 |
MA | 5,028 | $2,144 | 12/31/2023 |
Woodmont Investment Counsel LLC | 4,450 | $2,143 | 03/31/2024 |
MA | 4,450 | $2,143 | 03/31/2024 |
Sendero Wealth Management LLC | 4,449 | $2,143 | 03/31/2024 |
MA | 4,449 | $2,143 | 03/31/2024 |
Compass Wealth Management LLC | 4,450 | $2,143 | 03/31/2024 |
MA | 4,450 | $2,143 | 03/31/2024 |
Confluence Wealth Services Inc. | 4,433 | $2,135 | 03/31/2024 |
MA | 4,433 | $2,135 | 03/31/2024 |
Orleans Capital Management Corp LA | 4,997 | $2,131 | 12/31/2023 |
MA | 4,997 | $2,131 | 12/31/2023 |
Principle Wealth Partners LLC | 4,979 | $2,124 | 12/31/2023 |
MA | 4,979 | $2,124 | 12/31/2023 |
Prestige Wealth Management Group LLC | 4,978 | $2,123 | 12/31/2023 |
MA | 4,978 | $2,123 | 12/31/2023 |
Leo Wealth LLC | 4,811 | $2,120 | 12/31/2023 |
MA | 4,811 | $2,120 | 12/31/2023 |
Platform Technology Partners | 4,580 | $2,101 | 12/31/2023 |
MA | 4,580 | $2,101 | 12/31/2023 |
Quotient Wealth Partners LLC | 4,925 | $2,100 | 12/31/2023 |
MA | 4,925 | $2,100 | 12/31/2023 |
Great Lakes Retirement Inc. | 4,919 | $2,098 | 12/31/2023 |
MA | 4,919 | $2,098 | 12/31/2023 |
Arthur M. Cohen & Associates LLC | 4,294 | $2,097 | 03/31/2024 |
MA | 4,294 | $2,097 | 03/31/2024 |
Wealthsource Partners LLC | 4,914 | $2,096 | 12/31/2023 |
MA | 4,914 | $2,096 | 12/31/2023 |
B.O.S.S. Retirement Advisors LLC | 4,909 | $2,094 | 12/31/2023 |
MA | 4,909 | $2,094 | 12/31/2023 |
Headinvest LLC | 4,901 | $2,090 | 12/31/2023 |
MA | 4,901 | $2,090 | 12/31/2023 |
Dantai Capital Ltd | 4,900 | $2,090 | 12/31/2023 |
MA | 4,900 | $2,090 | 12/31/2023 |
Westhampton Capital LLC | 4,337 | $2,089 | 03/31/2024 |
MA | 4,337 | $2,089 | 03/31/2024 |
SeaBridge Investment Advisors LLC | 4,883 | $2,083 | 12/31/2023 |
MA | 4,883 | $2,083 | 12/31/2023 |
First United Bank Trust | 4,859 | $2,072 | 12/31/2023 |
MA | 4,859 | $2,072 | 12/31/2023 |
FUKOKU MUTUAL LIFE INSURANCE Co | 4,855 | $2,071 | 12/31/2023 |
MA | 4,855 | $2,071 | 12/31/2023 |
Caldwell Investment Management Ltd. | 4,838 | $2,068 | 12/31/2023 |
MA | 4,838 | $2,068 | 12/31/2023 |
Scharf Investments LLC | 4,286 | $2,064 | 03/31/2024 |
MA | 4,286 | $2,064 | 03/31/2024 |
Lindbrook Capital LLC | 4,832 | $2,061 | 12/31/2023 |
MA | 4,832 | $2,061 | 12/31/2023 |
Symphony Financial Ltd. Co. | 4,271 | $2,057 | 03/31/2024 |
MA | 4,271 | $2,057 | 03/31/2024 |
Leverage Partners Absolute Return Fund SPC | $2,050 | 12/31/2023 | |
Call | 5,003 | $2,050 | 12/31/2023 |
Sentry Investment Management LLC | 4,802 | $2,048 | 12/31/2023 |
MA | 4,802 | $2,048 | 12/31/2023 |
Citizens Financial Group Inc RI | 4,798 | $2,046 | 12/31/2023 |
MA | 4,798 | $2,046 | 12/31/2023 |
Mutual Advisors LLC | 4,759 | $2,030 | 12/31/2023 |
MA | 4,759 | $2,030 | 12/31/2023 |
Ledyard National Bank | 4,757 | $2,029 | 12/31/2023 |
MA | 4,757 | $2,029 | 12/31/2023 |
Garrison Point Advisors LLC | 4,751 | $2,026 | 12/31/2023 |
MA | 4,751 | $2,026 | 12/31/2023 |
Cornerstone Wealth Management LLC | 4,204 | $2,024 | 03/31/2024 |
MA | 4,204 | $2,024 | 03/31/2024 |
Wealth Alliance | 4,746 | $2,024 | 12/31/2023 |
MA | 4,746 | $2,024 | 12/31/2023 |
Van Hulzen Asset Management LLC | 4,744 | $2,023 | 12/31/2023 |
MA | 4,744 | $2,023 | 12/31/2023 |
Ameliora Wealth Management Ltd. | 4,195 | $2,020 | 03/31/2024 |
MA | 4,195 | $2,020 | 03/31/2024 |
EverSource Wealth Advisors LLC | 4,730 | $2,018 | 12/31/2023 |
MA | 4,730 | $2,018 | 12/31/2023 |
Aptus Capital Advisors LLC | 4,719 | $2,013 | 12/31/2023 |
MA | 4,719 | $2,013 | 12/31/2023 |
Providence First Trust Co | 4,706 | $2,007 | 12/31/2023 |
MA | 4,706 | $2,007 | 12/31/2023 |
Aubrey Capital Management Ltd | 4,700 | $2,005 | 12/31/2023 |
MA | 4,700 | $2,005 | 12/31/2023 |
J. W. Coons Advisors LLC | 4,698 | $2,004 | 12/31/2023 |
MA | 4,698 | $2,004 | 12/31/2023 |
Delta Financial Group Inc. | 4,682 | $1,997 | 12/31/2023 |
MA | 4,682 | $1,997 | 12/31/2023 |
Fort Point Capital Partners LLC | 4,679 | $1,996 | 12/31/2023 |
MA | 4,679 | $1,996 | 12/31/2023 |
Able Wealth Management LLC | 4,680 | $1,996 | 12/31/2023 |
MA | 4,680 | $1,996 | 12/31/2023 |
Barden Capital Management Inc. | 4,994 | $1,994 | 12/31/2023 |
MA | 4,994 | $1,994 | 12/31/2023 |
Summit Financial LLC | 4,668 | $1,991 | 12/31/2023 |
MA | 4,668 | $1,991 | 12/31/2023 |
Fidelis Capital Partners LLC | 4,659 | $1,987 | 12/31/2023 |
MA | 4,659 | $1,987 | 12/31/2023 |
Premier Path Wealth Partners LLC | 4,660 | $1,987 | 12/31/2023 |
MA | 4,660 | $1,987 | 12/31/2023 |
Patron Partners Advisors LLC | 4,636 | $1,977 | 12/31/2023 |
MA | 4,636 | $1,977 | 12/31/2023 |
Beacon Financial Group | 4,626 | $1,973 | 12/31/2023 |
MA | 4,626 | $1,973 | 12/31/2023 |
Mirova | 4,608 | $1,965 | 12/31/2023 |
MA | 4,608 | $1,965 | 12/31/2023 |
Aua Capital Management LLC | 4,071 | $1,960 | 03/31/2024 |
MA | 4,071 | $1,960 | 03/31/2024 |
Geller Advisors LLC | 4,589 | $1,957 | 12/31/2023 |
MA | 4,589 | $1,957 | 12/31/2023 |
CIC Wealth LLC | 4,051 | $1,951 | 03/31/2024 |
MA | 4,051 | $1,951 | 03/31/2024 |
Mcdaniel Terry & Co. | 4,569 | $1,949 | 12/31/2023 |
MA | 4,569 | $1,949 | 12/31/2023 |
FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 4,041 | $1,946 | 03/31/2024 |
MA | 4,041 | $1,946 | 03/31/2024 |
OV Management LLC | 4,554 | $1,942 | 12/31/2023 |
MA | 4,554 | $1,942 | 12/31/2023 |
Missouri Trust & Investment Co | 4,541 | $1,937 | 12/31/2023 |
MA | 4,541 | $1,937 | 12/31/2023 |
BTG Pactual Global Asset Management Ltd | 4,538 | $1,936 | 12/31/2023 |
MA | 4,538 | $1,936 | 12/31/2023 |
Sigma Planning Corp | 4,532 | $1,933 | 12/31/2023 |
MA | 4,532 | $1,933 | 12/31/2023 |
TriaGen Wealth Management LLC | 4,515 | $1,926 | 12/31/2023 |
MA | 4,515 | $1,926 | 12/31/2023 |
Ignite Planners LLC | 4,023 | $1,925 | 03/31/2024 |
MA | 4,023 | $1,925 | 03/31/2024 |
Sargent Investment Group LLC | 4,513 | $1,925 | 12/31/2023 |
MA | 4,513 | $1,925 | 12/31/2023 |
Resonant Capital Advisors LLC | 4,508 | $1,923 | 12/31/2023 |
MA | 4,508 | $1,923 | 12/31/2023 |
Cobblestone Capital Advisors LLC NY | 4,499 | $1,919 | 12/31/2023 |
MA | 4,499 | $1,919 | 12/31/2023 |
Cornercap Investment Counsel Inc. | 4,478 | $1,910 | 12/31/2023 |
MA | 4,478 | $1,910 | 12/31/2023 |
Catalytic Wealth RIA LLC | 4,478 | $1,910 | 12/31/2023 |
MA | 4,478 | $1,910 | 12/31/2023 |
Wallace Advisory Group LLC | 3,963 | $1,908 | 03/31/2024 |
MA | 3,963 | $1,908 | 03/31/2024 |
Visionary Wealth Advisors | 4,469 | $1,906 | 12/31/2023 |
MA | 4,469 | $1,906 | 12/31/2023 |
Manchester Capital Management LLC | 4,440 | $1,894 | 12/31/2023 |
MA | 4,440 | $1,894 | 12/31/2023 |
Nikulski Financial Inc. | 3,929 | $1,892 | 03/31/2024 |
MA | 3,929 | $1,892 | 03/31/2024 |
Prosperitas Financial LLC | 4,436 | $1,892 | 12/31/2023 |
MA | 4,436 | $1,892 | 12/31/2023 |
Mirabella Financial Services LLP | 4,420 | $1,885 | 12/31/2023 |
MA | 4,420 | $1,885 | 12/31/2023 |
Liberty Capital Management Inc. | 3,912 | $1,884 | 03/31/2024 |
MA | 3,912 | $1,884 | 03/31/2024 |
Evergreen Wealth Solutions LLC | 4,413 | $1,882 | 12/31/2023 |
MA | 4,413 | $1,882 | 12/31/2023 |
Marshall Financial Group LLC | 3,872 | $1,865 | 03/31/2024 |
MA | 3,872 | $1,865 | 03/31/2024 |
Strong Tower Advisory Services | 3,895 | $1,863 | 03/31/2024 |
MA | 3,895 | $1,863 | 03/31/2024 |
Essex Savings Bank | 3,858 | $1,858 | 03/31/2024 |
MA | 3,858 | $1,858 | 03/31/2024 |
Alapocas Investment Partners Inc. | 4,350 | $1,855 | 12/31/2023 |
MA | 4,350 | $1,855 | 12/31/2023 |
Cary Street Partners Investment Advisory LLC | 4,344 | $1,853 | 12/31/2023 |
MA | 4,344 | $1,853 | 12/31/2023 |
Hutchens & Kramer Investment Management Group LLC | 4,335 | $1,849 | 12/31/2023 |
MA | 4,335 | $1,849 | 12/31/2023 |
Kapitalo Investimentos Ltda | 4,320 | $1,843 | 12/31/2023 |
MA | 4,320 | $1,843 | 12/31/2023 |
First Horizon Advisors Inc. | 4,299 | $1,834 | 12/31/2023 |
MA | 4,299 | $1,834 | 12/31/2023 |
Kelman Lazarov Inc. | 4,297 | $1,833 | 12/31/2023 |
MA | 4,297 | $1,833 | 12/31/2023 |
Thrive Wealth Management LLC | 3,805 | $1,832 | 03/31/2024 |
MA | 3,805 | $1,832 | 03/31/2024 |
Arbor Capital Management Inc. ADV | 4,345 | $1,820 | 12/31/2023 |
MA | 4,345 | $1,820 | 12/31/2023 |
Redwood Investments LLC | 4,264 | $1,819 | 12/31/2023 |
MA | 4,264 | $1,819 | 12/31/2023 |
Transcend Wealth Collective LLC | 4,264 | $1,818 | 12/31/2023 |
MA | 4,264 | $1,818 | 12/31/2023 |
Smith Moore & CO. | 4,261 | $1,817 | 12/31/2023 |
MA | 4,261 | $1,817 | 12/31/2023 |
Bard Financial Services Inc. | 4,255 | $1,815 | 12/31/2023 |
MA | 4,255 | $1,815 | 12/31/2023 |
Stevens Capital Management LP | 4,251 | $1,813 | 12/31/2023 |
MA | 4,251 | $1,813 | 12/31/2023 |
Consilium Wealth Advisory LLC | 4,250 | $1,813 | 12/31/2023 |
MA | 4,250 | $1,813 | 12/31/2023 |
Clark Capital Management Group Inc. | 4,248 | $1,812 | 12/31/2023 |
MA | 4,248 | $1,812 | 12/31/2023 |
Keel Point LLC | 3,760 | $1,811 | 03/31/2024 |
MA | 3,760 | $1,811 | 03/31/2024 |
TFO TDC LLC | 4,225 | $1,802 | 12/31/2023 |
MA | 4,225 | $1,802 | 12/31/2023 |
Vise Technologies Inc. | 4,217 | $1,799 | 12/31/2023 |
MA | 4,217 | $1,799 | 12/31/2023 |
David Loasby | 4,283 | $1,796 | 12/31/2023 |
MA | 4,283 | $1,796 | 12/31/2023 |
Intelligent Financial Strategies | 4,202 | $1,792 | 12/31/2023 |
MA | 4,202 | $1,792 | 12/31/2023 |
Alta Fox Capital Management LLC | 4,200 | $1,791 | 12/31/2023 |
MA | 4,200 | $1,791 | 12/31/2023 |
Nations Financial Group Inc. IA ADV | 4,196 | $1,790 | 12/31/2023 |
MA | 4,196 | $1,790 | 12/31/2023 |
Point72 Hong Kong Ltd | 4,182 | $1,784 | 12/31/2023 |
MA | 4,182 | $1,784 | 12/31/2023 |
Atlas Private Wealth Management | 3,674 | $1,769 | 03/31/2024 |
MA | 3,674 | $1,769 | 03/31/2024 |
Mystic Asset Management Inc. | 4,145 | $1,768 | 12/31/2023 |
MA | 4,145 | $1,768 | 12/31/2023 |
Mount Yale Investment Advisors LLC | 4,131 | $1,762 | 12/31/2023 |
MA | 4,131 | $1,762 | 12/31/2023 |
OLD Mission Capital LLC | 4,119 | $1,757 | 12/31/2023 |
MA | 4,119 | $1,757 | 12/31/2023 |
Cape Investment Advisory Inc. | 4,105 | $1,751 | 12/31/2023 |
MA | 4,105 | $1,751 | 12/31/2023 |
Paragon Advisors LLC | 4,078 | $1,739 | 12/31/2023 |
MA | 4,078 | $1,739 | 12/31/2023 |
Hennessy Advisors Inc. | 3,600 | $1,734 | 03/31/2024 |
MA | 3,600 | $1,734 | 03/31/2024 |
CVA Family Office LLC | 3,585 | $1,727 | 03/31/2024 |
MA | 3,585 | $1,727 | 03/31/2024 |
Caxton Associates LP | 4,048 | $1,727 | 12/31/2023 |
MA | 4,048 | $1,727 | 12/31/2023 |
Richwood Investment Advisors LLC | 4,043 | $1,724 | 12/31/2023 |
MA | 4,043 | $1,724 | 12/31/2023 |
Arrow Financial Corp | 4,039 | $1,723 | 12/31/2023 |
MA | 4,039 | $1,723 | 12/31/2023 |
Angeles Wealth Management LLC | 3,999 | $1,706 | 12/31/2023 |
MA | 3,999 | $1,706 | 12/31/2023 |
Stonebridge Financial Planning Group LLC | 3,984 | $1,699 | 12/31/2023 |
MA | 3,984 | $1,699 | 12/31/2023 |
Claro Advisors LLC | 3,522 | $1,696 | 03/31/2024 |
MA | 3,522 | $1,696 | 03/31/2024 |
Moloney Securities Asset Management LLC | 3,971 | $1,693 | 12/31/2023 |
MA | 3,971 | $1,693 | 12/31/2023 |
Mayflower Financial Advisors LLC | 3,967 | $1,692 | 12/31/2023 |
MA | 3,967 | $1,692 | 12/31/2023 |
WBH Advisory Inc. | 3,510 | $1,690 | 03/31/2024 |
MA | 3,510 | $1,690 | 03/31/2024 |
Ossiam | 3,963 | $1,690 | 12/31/2023 |
MA | 3,963 | $1,690 | 12/31/2023 |
Roof Eidam & Maycock ADV | 3,948 | $1,684 | 12/31/2023 |
MA | 3,948 | $1,684 | 12/31/2023 |
PDS Planning Inc | 3,942 | $1,681 | 12/31/2023 |
MA | 3,942 | $1,681 | 12/31/2023 |
Lantern Wealth Advisors LLC | 3,934 | $1,678 | 12/31/2023 |
MA | 3,934 | $1,678 | 12/31/2023 |
Guardian Wealth Management Inc. | 3,931 | $1,677 | 12/31/2023 |
MA | 3,931 | $1,677 | 12/31/2023 |
Aspiriant LLC | 3,468 | $1,670 | 03/31/2024 |
MA | 3,468 | $1,670 | 03/31/2024 |
Legacy Financial Advisors Inc. | 3,915 | $1,670 | 12/31/2023 |
MA | 3,915 | $1,670 | 12/31/2023 |
HCR Wealth Advisors | 3,908 | $1,667 | 12/31/2023 |
MA | 3,908 | $1,667 | 12/31/2023 |
Prossimo Advisors LLC | 3,905 | $1,666 | 12/31/2023 |
MA | 3,905 | $1,666 | 12/31/2023 |
Montecito Bank & Trust | 3,456 | $1,664 | 03/31/2024 |
MA | 3,456 | $1,664 | 03/31/2024 |
Compton Wealth Advisory Group LLC | 3,454 | $1,664 | 03/31/2024 |
MA | 3,454 | $1,664 | 03/31/2024 |
Bailard Inc. | 3,901 | $1,664 | 12/31/2023 |
MA | 3,901 | $1,664 | 12/31/2023 |
Tectonic Advisors LLC | 3,893 | $1,660 | 12/31/2023 |
MA | 3,893 | $1,660 | 12/31/2023 |
Cinctive Capital Management LP | 3,883 | $1,656 | 12/31/2023 |
MA | 3,883 | $1,656 | 12/31/2023 |
Relyea Zuckerberg Hanson LLC | 3,437 | $1,655 | 03/31/2024 |
MA | 3,437 | $1,655 | 03/31/2024 |
VeraBank N.A. | 3,876 | $1,653 | 12/31/2023 |
MA | 3,876 | $1,653 | 12/31/2023 |
Transatlantique Private Wealth LLC | 3,921 | $1,653 | 12/31/2023 |
MA | 3,921 | $1,653 | 12/31/2023 |
Amussen Hunsaker Associates LLC | 3,843 | $1,639 | 12/31/2023 |
MA | 3,843 | $1,639 | 12/31/2023 |
Elmwood Wealth Management Inc. | 3,842 | $1,639 | 12/31/2023 |
MA | 3,842 | $1,639 | 12/31/2023 |
Aaron Wealth Advisors | 3,839 | $1,638 | 12/31/2023 |
MA | 3,839 | $1,638 | 12/31/2023 |
Altman Advisors Inc. | 3,829 | $1,633 | 12/31/2023 |
MA | 3,829 | $1,633 | 12/31/2023 |
SkyView Investment Advisors LLC | 3,809 | $1,625 | 12/31/2023 |
MA | 3,809 | $1,625 | 12/31/2023 |
Emfo LLC | 3,809 | $1,625 | 12/31/2023 |
MA | 3,809 | $1,625 | 12/31/2023 |
Strait & Sound Wealth Management LLC | 3,801 | $1,625 | 12/31/2023 |
MA | 3,801 | $1,625 | 12/31/2023 |
YHB Investment Advisors Inc. | 3,804 | $1,622 | 12/31/2023 |
MA | 3,804 | $1,622 | 12/31/2023 |
Whitener Capital Management Inc. | 3,365 | $1,621 | 03/31/2024 |
MA | 3,365 | $1,621 | 03/31/2024 |
Harvest Fund Management Co. Ltd | 3,790 | $1,617 | 12/31/2023 |
MA | 3,790 | $1,617 | 12/31/2023 |
Canopy Partners LLC | 3,791 | $1,617 | 12/31/2023 |
MA | 3,791 | $1,617 | 12/31/2023 |
Johnson Financial Group Inc. | 3,788 | $1,616 | 12/31/2023 |
MA | 3,788 | $1,616 | 12/31/2023 |
Synergy Financial Group LTD | 3,785 | $1,614 | 12/31/2023 |
MA | 3,785 | $1,614 | 12/31/2023 |
Cito Capital Group LLC | 3,750 | $1,599 | 12/31/2023 |
MA | 3,750 | $1,599 | 12/31/2023 |
Promethos Capital LLC | 3,748 | $1,599 | 12/31/2023 |
MA | 3,748 | $1,599 | 12/31/2023 |
Borer Denton & Associates Inc. | 3,750 | $1,599 | 12/31/2023 |
MA | 3,750 | $1,599 | 12/31/2023 |
ORG Partners LLC | 3,745 | $1,598 | 12/31/2023 |
MA | 3,745 | $1,598 | 12/31/2023 |
Steel Peak Wealth Management LLC | $1,597 | 03/31/2024 | |
MA | 3,316 | $1,597 | 03/31/2024 |
Put | 200 | $96 | 03/31/2024 |
Call | 200 | $96 | 03/31/2024 |
Peterson Wealth Management | 3,744 | $1,597 | 12/31/2023 |
MA | 3,744 | $1,597 | 12/31/2023 |
Capital Investment Advisory Services LLC | 3,740 | $1,595 | 12/31/2023 |
MA | 3,740 | $1,595 | 12/31/2023 |
Archer Investment Corp | 3,737 | $1,594 | 12/31/2023 |
MA | 3,737 | $1,594 | 12/31/2023 |
Dunhill Financial LLC | $1,593 | 12/31/2023 | |
MA | 3,732 | $1,592 | 12/31/2023 |
PUT | 16 | $1 | 12/31/2023 |
Whittier Trust Co. of Nevada Inc. | 3,733 | $1,592 | 12/31/2023 |
MA | 3,733 | $1,592 | 12/31/2023 |
Burns Matteson Capital Management LLC | 3,731 | $1,591 | 12/31/2023 |
MA | 3,731 | $1,591 | 12/31/2023 |
KCM Investment Advisors LLC | 3,725 | $1,589 | 12/31/2023 |
MA | 3,725 | $1,589 | 12/31/2023 |
Quent Capital LLC | 3,725 | $1,589 | 12/31/2023 |
MA | 3,725 | $1,589 | 12/31/2023 |
Forum Financial Management LP | 3,716 | $1,585 | 12/31/2023 |
MA | 3,716 | $1,585 | 12/31/2023 |
Redwood Investment Management LLC | 3,703 | $1,579 | 12/31/2023 |
MA | 3,703 | $1,579 | 12/31/2023 |
Williamson Legacy Group LLC | 3,684 | $1,571 | 12/31/2023 |
MA | 3,684 | $1,571 | 12/31/2023 |
Caption Management LLC | 3,680 | $1,570 | 12/31/2023 |
MA | 3,680 | $1,570 | 12/31/2023 |
Cooper Financial Group | 3,257 | $1,568 | 03/31/2024 |
MA | 3,257 | $1,568 | 03/31/2024 |
First National Bank Sioux Falls | 3,253 | $1,567 | 03/31/2024 |
MA | 3,253 | $1,567 | 03/31/2024 |
Private Capital Management LLC | 3,242 | $1,561 | 03/31/2024 |
MA | 3,242 | $1,561 | 03/31/2024 |
First National Trust Co | 3,653 | $1,558 | 12/31/2023 |
MA | 3,653 | $1,558 | 12/31/2023 |
Formidable Asset Management LLC | 3,650 | $1,557 | 12/31/2023 |
MA | 3,650 | $1,557 | 12/31/2023 |
M&R Capital Management Inc. | 3,199 | $1,541 | 03/31/2024 |
MA | 3,199 | $1,541 | 03/31/2024 |
IPG Investment Advisors LLC | 3,608 | $1,539 | 12/31/2023 |
MA | 3,608 | $1,539 | 12/31/2023 |
Copperleaf Capital LLC | 3,603 | $1,537 | 12/31/2023 |
MA | 3,603 | $1,537 | 12/31/2023 |
D. B. Root & Company LLC | 3,190 | $1,536 | 03/31/2024 |
MA | 3,190 | $1,536 | 03/31/2024 |
Beaumont Financial Advisors LLC | 3,580 | $1,527 | 12/31/2023 |
MA | 3,580 | $1,527 | 12/31/2023 |
Americana Partners LLC | 3,572 | $1,521 | 12/31/2023 |
MA | 3,572 | $1,521 | 12/31/2023 |
Shepherd Financial Partners LLC | 3,559 | $1,518 | 12/31/2023 |
MA | 3,559 | $1,518 | 12/31/2023 |
Cynosure Management LLC | 3,556 | $1,517 | 12/31/2023 |
MA | 3,556 | $1,517 | 12/31/2023 |
Union Savings Bank | 3,552 | $1,515 | 12/31/2023 |
MA | 3,552 | $1,515 | 12/31/2023 |
Sage Mountain Advisors LLC | 3,542 | $1,511 | 12/31/2023 |
MA | 3,542 | $1,511 | 12/31/2023 |
Davis R M Inc. | 3,526 | $1,504 | 12/31/2023 |
MA | 3,526 | $1,504 | 12/31/2023 |
Heritage Wealth Management LLC | 3,510 | $1,497 | 12/31/2023 |
MA | 3,510 | $1,497 | 12/31/2023 |
Dynamic Technology Lab Private Ltd | 3,485 | $1,486 | 12/31/2023 |
MA | 3,485 | $1,486 | 12/31/2023 |
HF Advisory Group LLC | 3,083 | $1,485 | 03/31/2024 |
MA | 3,083 | $1,485 | 03/31/2024 |
Fortis Capital Management LLC | 3,469 | $1,480 | 12/31/2023 |
MA | 3,469 | $1,480 | 12/31/2023 |
Everpar Advisors LLC | 3,065 | $1,476 | 03/31/2024 |
MA | 3,065 | $1,476 | 03/31/2024 |
Sierra Capital LLC | 3,450 | $1,471 | 12/31/2023 |
MA | 3,450 | $1,471 | 12/31/2023 |
Strategic Blueprint LLC | 3,447 | $1,470 | 12/31/2023 |
MA | 3,447 | $1,470 | 12/31/2023 |
Bell Bank | 3,442 | $1,468 | 12/31/2023 |
MA | 3,442 | $1,468 | 12/31/2023 |
Legacy Capital Group California Inc. | 3,434 | $1,465 | 12/31/2023 |
MA | 3,434 | $1,465 | 12/31/2023 |
Private Capital Management LLC | 3,431 | $1,463 | 12/31/2023 |
MA | 3,431 | $1,463 | 12/31/2023 |
HMS Capital Management LLC | 3,416 | $1,457 | 12/31/2023 |
MA | 3,416 | $1,457 | 12/31/2023 |
Intact Investment Management Inc. | 3,400 | $1,450 | 12/31/2023 |
MA | 3,400 | $1,450 | 12/31/2023 |
Concord Wealth Partners | 3,394 | $1,448 | 12/31/2023 |
MA | 3,394 | $1,448 | 12/31/2023 |
Avestar Capital LLC | 3,389 | $1,445 | 12/31/2023 |
MA | 3,389 | $1,445 | 12/31/2023 |
Tilt Investment Management Holdings PBC | 3,373 | $1,439 | 12/31/2023 |
MA | 3,373 | $1,439 | 12/31/2023 |
Winch Advisory Services LLC | 3,364 | $1,435 | 12/31/2023 |
MA | 3,364 | $1,435 | 12/31/2023 |
Bray Capital Advisors | 3,353 | $1,430 | 12/31/2023 |
MA | 3,353 | $1,430 | 12/31/2023 |
Veracity Capital LLC | 2,957 | $1,424 | 03/31/2024 |
MA | 2,957 | $1,424 | 03/31/2024 |
BNC Wealth Management LLC | 2,949 | $1,420 | 03/31/2024 |
MA | 2,949 | $1,420 | 03/31/2024 |
DGS Capital Management LLC | 2,940 | $1,416 | 03/31/2024 |
MA | 2,940 | $1,416 | 03/31/2024 |
Lloyd Advisory Services LLC. | 2,940 | $1,415 | 03/31/2024 |
MA | 2,940 | $1,415 | 03/31/2024 |
Patriot Financial Group Insurance Agency LLC | 3,318 | $1,415 | 12/31/2023 |
MA | 3,318 | $1,415 | 12/31/2023 |
Acropolis Investment Management LLC | 2,927 | $1,410 | 03/31/2024 |
MA | 2,927 | $1,410 | 03/31/2024 |
Edge Capital Group LLC | 3,307 | $1,410 | 12/31/2023 |
MA | 3,307 | $1,410 | 12/31/2023 |
MainStreet Investment Advisors LLC | 3,303 | $1,409 | 12/31/2023 |
MA | 3,303 | $1,409 | 12/31/2023 |
New Millennium Group LLC | 3,304 | $1,409 | 12/31/2023 |
MA | 3,304 | $1,409 | 12/31/2023 |
Essex Financial Services Inc. | 3,275 | $1,397 | 12/31/2023 |
MA | 3,275 | $1,397 | 12/31/2023 |
J.W. Cole Advisors Inc. | 3,276 | $1,397 | 12/31/2023 |
MA | 3,276 | $1,397 | 12/31/2023 |
Doliver Advisors LP | 2,894 | $1,394 | 03/31/2024 |
MA | 2,894 | $1,394 | 03/31/2024 |
Middleton & Co Inc MA | 3,253 | $1,387 | 12/31/2023 |
MA | 3,253 | $1,387 | 12/31/2023 |
Buckhead Capital Management LLC | 3,240 | $1,382 | 12/31/2023 |
MA | 3,240 | $1,382 | 12/31/2023 |
Heritage Trust Co | 3,238 | $1,381 | 12/31/2023 |
MA | 3,238 | $1,381 | 12/31/2023 |
American National Bank | 2,851 | $1,373 | 03/31/2024 |
MA | 2,851 | $1,373 | 03/31/2024 |
Barings LLC | 3,215 | $1,371 | 12/31/2023 |
MA | 3,215 | $1,371 | 12/31/2023 |
Copperwynd Financial LLC | 3,200 | $1,365 | 12/31/2023 |
MA | 3,200 | $1,365 | 12/31/2023 |
Pacifica Partners Inc. | 2,865 | $1,363 | 03/31/2024 |
MA | 2,865 | $1,363 | 03/31/2024 |
Monumental Financial Group Inc. | 2,820 | $1,358 | 03/31/2024 |
MA | 2,820 | $1,358 | 03/31/2024 |
United Community Bank | 3,182 | $1,357 | 12/31/2023 |
MA | 3,182 | $1,357 | 12/31/2023 |
Forbes J M & Co. LLP | 2,816 | $1,356 | 03/31/2024 |
MA | 2,816 | $1,356 | 03/31/2024 |
One Wealth Management Investment & Advisory Services LLC | 3,172 | $1,353 | 12/31/2023 |
MA | 3,172 | $1,353 | 12/31/2023 |
Buckingham Strategic Partners | 3,158 | $1,347 | 12/31/2023 |
MA | 3,158 | $1,347 | 12/31/2023 |
PFG Advisors | 3,153 | $1,345 | 12/31/2023 |
MA | 3,153 | $1,345 | 12/31/2023 |
Violich Capital Management Inc. | 3,150 | $1,344 | 12/31/2023 |
MA | 3,150 | $1,344 | 12/31/2023 |
Cross Staff Investments Inc | 3,148 | $1,343 | 12/31/2023 |
MA | 3,148 | $1,343 | 12/31/2023 |
Value Partners Investments Inc. | 3,141 | $1,340 | 12/31/2023 |
MA | 3,141 | $1,340 | 12/31/2023 |
Affinity Capital Advisors LLC | 2,781 | $1,339 | 03/31/2024 |
MA | 2,781 | $1,339 | 03/31/2024 |
Steinberg Asset Management LLC | 3,140 | $1,339 | 12/31/2023 |
MA | 3,140 | $1,339 | 12/31/2023 |
Omnia Family Wealth LLC | 3,137 | $1,338 | 12/31/2023 |
MA | 3,137 | $1,338 | 12/31/2023 |
Onyx Bridge Wealth Group LLC | 3,136 | $1,338 | 12/31/2023 |
MA | 3,136 | $1,338 | 12/31/2023 |
Gilbert & Cook Inc. | 3,134 | $1,337 | 12/31/2023 |
MA | 3,134 | $1,337 | 12/31/2023 |
Venturi Wealth Management LLC | 3,113 | $1,328 | 12/31/2023 |
MA | 3,113 | $1,328 | 12/31/2023 |
Principal Street Partners LLC | 3,113 | $1,328 | 12/31/2023 |
MA | 3,113 | $1,328 | 12/31/2023 |
SC&H Financial Advisors Inc. | 3,111 | $1,327 | 12/31/2023 |
MA | 3,111 | $1,327 | 12/31/2023 |
Retirement Guys Formula LLC | 2,753 | $1,326 | 03/31/2024 |
MA | 2,753 | $1,326 | 03/31/2024 |
Brown Miller Wealth Management LLC | 2,748 | $1,323 | 03/31/2024 |
MA | 2,748 | $1,323 | 03/31/2024 |
Duncan Williams Asset Management LLC | 2,748 | $1,323 | 03/31/2024 |
MA | 2,748 | $1,323 | 03/31/2024 |
Ratan Capital Management LP | 3,100 | $1,322 | 12/31/2023 |
MA | 3,100 | $1,322 | 12/31/2023 |
RDA Financial Network | 2,743 | $1,321 | 03/31/2024 |
MA | 2,743 | $1,321 | 03/31/2024 |
Prentice Wealth Management LLC | 2,741 | $1,320 | 03/31/2024 |
MA | 2,741 | $1,320 | 03/31/2024 |
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 3,093 | $1,319 | 12/31/2023 |
MA | 3,093 | $1,319 | 12/31/2023 |
Park Place Capital Corp | 2,735 | $1,317 | 03/31/2024 |
MA | 2,735 | $1,317 | 03/31/2024 |
Trust Investment Advisors | 3,081 | $1,314 | 12/31/2023 |
MA | 3,081 | $1,314 | 12/31/2023 |
Aurum Wealth Management Group LLC | 2,728 | $1,313 | 03/31/2024 |
MA | 2,728 | $1,313 | 03/31/2024 |
Cahill Financial Advisors Inc. | 3,068 | $1,309 | 12/31/2023 |
MA | 3,068 | $1,309 | 12/31/2023 |
Ninepoint Partners LP | 3,066 | $1,308 | 12/31/2023 |
MA | 3,066 | $1,308 | 12/31/2023 |
First Affirmative Financial Network | 2,704 | $1,302 | 03/31/2024 |
MA | 2,704 | $1,302 | 03/31/2024 |
KRS Capital Management LLC | 2,694 | $1,297 | 03/31/2024 |
MA | 2,694 | $1,297 | 03/31/2024 |
Morris Retirement Advisors LLC | 3,040 | $1,297 | 12/31/2023 |
MA | 3,040 | $1,297 | 12/31/2023 |
Oakworth Capital Inc. | 2,689 | $1,295 | 03/31/2024 |
MA | 2,689 | $1,295 | 03/31/2024 |
Capital Advisors Ltd. LLC | 2,690 | $1,295 | 03/31/2024 |
MA | 2,690 | $1,295 | 03/31/2024 |
Glassman Wealth Services | 3,036 | $1,295 | 12/31/2023 |
MA | 3,036 | $1,295 | 12/31/2023 |
Intelligence Driven Advisers LLC | 2,878 | $1,293 | 12/31/2023 |
MA | 2,878 | $1,293 | 12/31/2023 |
Brandywine Oak Private Wealth LLC | 3,029 | $1,292 | 12/31/2023 |
MA | 3,029 | $1,292 | 12/31/2023 |
Ellevest Inc. | 3,028 | $1,291 | 12/31/2023 |
MA | 3,028 | $1,291 | 12/31/2023 |
4J Wealth Management LLC | 3,027 | $1,291 | 12/31/2023 |
MA | 3,027 | $1,291 | 12/31/2023 |
SeaCrest Wealth Management LLC | 2,677 | $1,289 | 03/31/2024 |
MA | 2,677 | $1,289 | 03/31/2024 |
Brown Shipley& Co Ltd | 3,018 | $1,287 | 12/31/2023 |
MA | 3,018 | $1,287 | 12/31/2023 |
TCI Wealth Advisors Inc. | 3,014 | $1,285 | 12/31/2023 |
MA | 3,014 | $1,285 | 12/31/2023 |
Intellectus Partners LLC | 3,009 | $1,284 | 12/31/2023 |
MA | 3,009 | $1,284 | 12/31/2023 |
Y Intercept Hong Kong Ltd | 3,007 | $1,283 | 12/31/2023 |
MA | 3,007 | $1,283 | 12/31/2023 |
Encompass Wealth Advisors LLC | 2,996 | $1,278 | 12/31/2023 |
MA | 2,996 | $1,278 | 12/31/2023 |
Castleview Partners LLC | 2,995 | $1,277 | 12/31/2023 |
MA | 2,995 | $1,277 | 12/31/2023 |
Sutton Place Investors LLC | 2,645 | $1,274 | 03/31/2024 |
MA | 2,645 | $1,274 | 03/31/2024 |
Aspen Grove Capital LLC | 2,992 | $1,270 | 12/31/2023 |
MA | 2,992 | $1,270 | 12/31/2023 |
Howard Financial Services LTD. | 2,619 | $1,261 | 03/31/2024 |
MA | 2,619 | $1,261 | 03/31/2024 |
Chesapeake Wealth Management | 2,948 | $1,257 | 12/31/2023 |
MA | 2,948 | $1,257 | 12/31/2023 |
Clifford Swan Investment Counsel LLC | 2,601 | $1,253 | 03/31/2024 |
MA | 2,601 | $1,253 | 03/31/2024 |
Aft Forsyth & Sober LLC | 2,925 | $1,247 | 12/31/2023 |
MA | 2,925 | $1,247 | 12/31/2023 |
Meridian Wealth Advisors LLC | 2,907 | $1,240 | 12/31/2023 |
MA | 2,907 | $1,240 | 12/31/2023 |
EPG Wealth Management LLC | 2,684 | $1,236 | 12/31/2023 |
MA | 2,684 | $1,236 | 12/31/2023 |
Winthrop Advisory Group LLC | 2,551 | $1,229 | 03/31/2024 |
MA | 2,551 | $1,229 | 03/31/2024 |
Cantor Fitzgerald Investment Adviser L.P. | 2,880 | $1,228 | 12/31/2023 |
MA | 2,880 | $1,228 | 12/31/2023 |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 2,879 | $1,228 | 12/31/2023 |
MA | 2,879 | $1,228 | 12/31/2023 |
BLB&B Advisors LLC | 2,877 | $1,227 | 12/31/2023 |
MA | 2,877 | $1,227 | 12/31/2023 |
Unique Wealth LLC | 2,540 | $1,223 | 03/31/2024 |
MA | 2,540 | $1,223 | 03/31/2024 |
Excalibur Management Corp | 2,868 | $1,223 | 12/31/2023 |
MA | 2,868 | $1,223 | 12/31/2023 |
Everhart Financial Group Inc. | 2,866 | $1,222 | 12/31/2023 |
MA | 2,866 | $1,222 | 12/31/2023 |
Regatta Capital Group LLC | 2,865 | $1,222 | 12/31/2023 |
MA | 2,865 | $1,222 | 12/31/2023 |
Mosaic Family Wealth Partners LLC | 2,866 | $1,222 | 12/31/2023 |
MA | 2,866 | $1,222 | 12/31/2023 |
Israel Discount Bank of New York | 2,854 | $1,217 | 12/31/2023 |
MA | 2,854 | $1,217 | 12/31/2023 |
Aigen Investment Management LP | 2,853 | $1,217 | 12/31/2023 |
MA | 2,853 | $1,217 | 12/31/2023 |
Lifestyle Asset Management Inc. | 2,523 | $1,215 | 03/31/2024 |
MA | 2,523 | $1,215 | 03/31/2024 |
Drive Wealth Management LLC | 2,522 | $1,215 | 03/31/2024 |
MA | 2,522 | $1,215 | 03/31/2024 |
Allstate Corp | 2,845 | $1,213 | 12/31/2023 |
MA | 2,845 | $1,213 | 12/31/2023 |
Independence Bank of Kentucky | 2,514 | $1,211 | 03/31/2024 |
MA | 2,514 | $1,211 | 03/31/2024 |
Prudent Man Advisors LLC | 2,838 | $1,210 | 12/31/2023 |
MA | 2,838 | $1,210 | 12/31/2023 |
Paladin Advisory Group LLC | 2,838 | $1,210 | 12/31/2023 |
MA | 2,838 | $1,210 | 12/31/2023 |
Hara Capital LLC | 2,834 | $1,209 | 12/31/2023 |
MA | 2,834 | $1,209 | 12/31/2023 |
Culbertson A N & Co. Inc. | 2,830 | $1,207 | 12/31/2023 |
MA | 2,830 | $1,207 | 12/31/2023 |
Laidlaw Wealth Management LLC | 2,830 | $1,207 | 12/31/2023 |
MA | 2,830 | $1,207 | 12/31/2023 |
Hilltop Partners LLC | 2,826 | $1,205 | 12/31/2023 |
MA | 2,826 | $1,205 | 12/31/2023 |
Colonial Trust Advisors | 2,822 | $1,204 | 12/31/2023 |
MA | 2,822 | $1,204 | 12/31/2023 |
Red Wave Investments LLC | 2,818 | $1,202 | 12/31/2023 |
MA | 2,818 | $1,202 | 12/31/2023 |
Aprio Wealth Management LLC | 2,480 | $1,195 | 03/31/2024 |
MA | 2,480 | $1,195 | 03/31/2024 |
Darden Wealth Group Inc | 2,789 | $1,190 | 12/31/2023 |
MA | 2,789 | $1,190 | 12/31/2023 |
Nilsine Partners LLC | 2,466 | $1,188 | 03/31/2024 |
MA | 2,466 | $1,188 | 03/31/2024 |
Valmark Advisers Inc. | 2,783 | $1,187 | 12/31/2023 |
MA | 2,783 | $1,187 | 12/31/2023 |
Buckley Wealth Management LLC | 2,460 | $1,185 | 03/31/2024 |
MA | 2,460 | $1,185 | 03/31/2024 |
Legacy Capital Wealth Partners LLC | 2,767 | $1,180 | 12/31/2023 |
MA | 2,767 | $1,180 | 12/31/2023 |
Hamilton Capital LLC | 2,764 | $1,179 | 12/31/2023 |
MA | 2,764 | $1,179 | 12/31/2023 |
Cim Investment Mangement Inc. | 2,763 | $1,178 | 12/31/2023 |
MA | 2,763 | $1,178 | 12/31/2023 |
Plancorp LLC | 2,758 | $1,176 | 12/31/2023 |
MA | 2,758 | $1,176 | 12/31/2023 |
Journey Strategic Wealth LLC | 2,750 | $1,173 | 12/31/2023 |
MA | 2,750 | $1,173 | 12/31/2023 |
Harbour Investments Inc. | 2,746 | $1,171 | 12/31/2023 |
MA | 2,746 | $1,171 | 12/31/2023 |
3Chopt Investment Partners LLC | 2,738 | $1,168 | 12/31/2023 |
MA | 2,738 | $1,168 | 12/31/2023 |
Virtue Capital Management LLC | 2,790 | $1,167 | 12/31/2023 |
MA | 2,790 | $1,167 | 12/31/2023 |
Headlands Technologies LLC | 2,713 | $1,157 | 12/31/2023 |
MA | 2,713 | $1,157 | 12/31/2023 |
Spirit of America Management Corp NY | 2,400 | $1,156 | 03/31/2024 |
MA | 2,400 | $1,156 | 03/31/2024 |
Ronald Blue Trust Inc. | 2,918 | $1,155 | 12/31/2023 |
MA | 2,918 | $1,155 | 12/31/2023 |
Semus Wealth Partners LLC | 2,708 | $1,155 | 12/31/2023 |
MA | 2,708 | $1,155 | 12/31/2023 |
L2 Asset Management LLC | 2,704 | $1,153 | 12/31/2023 |
MA | 2,704 | $1,153 | 12/31/2023 |
Golden State Equity Partners | 2,702 | $1,153 | 12/31/2023 |
MA | 2,702 | $1,153 | 12/31/2023 |
Collective Family Office LLC | 2,392 | $1,152 | 03/31/2024 |
MA | 2,392 | $1,152 | 03/31/2024 |
Scissortail Wealth Management LLC | 2,604 | $1,147 | 12/31/2023 |
MA | 2,604 | $1,147 | 12/31/2023 |
Mine & Arao Wealth Creation & Management LLC. | 2,681 | $1,144 | 12/31/2023 |
MA | 2,681 | $1,144 | 12/31/2023 |
Stiles Financial Services Inc | 2,679 | $1,144 | 12/31/2023 |
MA | 2,679 | $1,144 | 12/31/2023 |
Rice Partnership LLC | 2,675 | $1,141 | 12/31/2023 |
MA | 2,675 | $1,141 | 12/31/2023 |
Cedar Brook Financial Partners LLC | 2,361 | $1,137 | 03/31/2024 |
MA | 2,361 | $1,137 | 03/31/2024 |
OneAscent Financial Services LLC | 2,356 | $1,135 | 03/31/2024 |
MA | 2,356 | $1,135 | 03/31/2024 |
Zions Bancorporation N.A. | 2,660 | $1,135 | 12/31/2023 |
MA | 2,660 | $1,135 | 12/31/2023 |
Catalyst Financial Partners LLC | 2,661 | $1,135 | 12/31/2023 |
MA | 2,661 | $1,135 | 12/31/2023 |
FORA Capital LLC | 2,651 | $1,131 | 12/31/2023 |
MA | 2,651 | $1,131 | 12/31/2023 |
Professional Financial Advisors LLC | 2,649 | $1,130 | 12/31/2023 |
MA | 2,649 | $1,130 | 12/31/2023 |
McCarthy Asset Management Inc. | 2,647 | $1,129 | 12/31/2023 |
MA | 2,647 | $1,129 | 12/31/2023 |
Ipswich Investment Management Co. Inc. | 2,336 | $1,125 | 03/31/2024 |
MA | 2,336 | $1,125 | 03/31/2024 |
Smartleaf Asset Management LLC | 2,679 | $1,124 | 12/31/2023 |
MA | 2,679 | $1,124 | 12/31/2023 |
KC Investment Advisors LLC | 2,627 | $1,121 | 12/31/2023 |
MA | 2,627 | $1,121 | 12/31/2023 |
Pointe Capital Management LLC | 2,626 | $1,120 | 12/31/2023 |
MA | 2,626 | $1,120 | 12/31/2023 |
Commonwealth Retirement Investments LLC | 2,625 | $1,120 | 12/31/2023 |
MA | 2,625 | $1,120 | 12/31/2023 |
Richardson Financial Services Inc. | 2,611 | $1,114 | 12/31/2023 |
MA | 2,611 | $1,114 | 12/31/2023 |
Evanson Asset Management LLC | 2,309 | $1,112 | 03/31/2024 |
MA | 2,309 | $1,112 | 03/31/2024 |
Biltmore Family Office LLC | 2,607 | $1,112 | 12/31/2023 |
MA | 2,607 | $1,112 | 12/31/2023 |
Ethos Financial Group LLC | 2,602 | $1,110 | 12/31/2023 |
MA | 2,602 | $1,110 | 12/31/2023 |
Fielder Capital Group LLC | 2,592 | $1,106 | 12/31/2023 |
MA | 2,592 | $1,106 | 12/31/2023 |
Newman Dignan & Sheerar Inc. | 2,589 | $1,104 | 12/31/2023 |
MA | 2,589 | $1,104 | 12/31/2023 |
Pine Valley Investments Ltd Liability Co | 2,589 | $1,104 | 12/31/2023 |
MA | 2,589 | $1,104 | 12/31/2023 |
Accretive Wealth Partners LLC | 2,580 | $1,100 | 12/31/2023 |
MA | 2,580 | $1,100 | 12/31/2023 |
Peterson Financial Group Inc. | 2,577 | $1,099 | 12/31/2023 |
MA | 2,577 | $1,099 | 12/31/2023 |
Honkamp Krueger Financial Services Inc. | 2,566 | $1,095 | 12/31/2023 |
MA | 2,566 | $1,095 | 12/31/2023 |
Sompo Asset Management Co. Ltd. | 2,560 | $1,092 | 12/31/2023 |
MA | 2,560 | $1,092 | 12/31/2023 |
Steward Partners Investment Solutions LLC | 2,556 | $1,090 | 12/31/2023 |
MA | 2,556 | $1,090 | 12/31/2023 |
Delta Investment Management LLC | 2,546 | $1,086 | 12/31/2023 |
MA | 2,546 | $1,086 | 12/31/2023 |
Partners Capital Investment Group LLP | 2,534 | $1,081 | 12/31/2023 |
MA | 2,534 | $1,081 | 12/31/2023 |
Regal Investment Advisors LLC | 2,530 | $1,079 | 12/31/2023 |
MA | 2,530 | $1,079 | 12/31/2023 |
Northcape Wealth Management LLC | 2,530 | $1,079 | 12/31/2023 |
MA | 2,530 | $1,079 | 12/31/2023 |
Lcnb Corp | 2,528 | $1,078 | 12/31/2023 |
MA | 2,528 | $1,078 | 12/31/2023 |
Lee Financial Co | 2,521 | $1,075 | 12/31/2023 |
MA | 2,521 | $1,075 | 12/31/2023 |
Northern Financial Advisors Inc | 2,517 | $1,074 | 12/31/2023 |
MA | 2,517 | $1,074 | 12/31/2023 |
FJ Capital Management LLC | 2,507 | $1,069 | 12/31/2023 |
MA | 2,507 | $1,069 | 12/31/2023 |
Altfest L J & Co. Inc. | 2,217 | $1,068 | 03/31/2024 |
MA | 2,217 | $1,068 | 03/31/2024 |
SevenBridge Financial Group LLC | 2,502 | $1,067 | 12/31/2023 |
MA | 2,502 | $1,067 | 12/31/2023 |
James J. Burns & Company LLC | 2,490 | $1,062 | 12/31/2023 |
MA | 2,490 | $1,062 | 12/31/2023 |
Beaumont Asset Management L.L.C. | 2,482 | $1,059 | 12/31/2023 |
MA | 2,482 | $1,059 | 12/31/2023 |
McGowan Group Asset Management Inc. | 2,477 | $1,056 | 12/31/2023 |
MA | 2,477 | $1,056 | 12/31/2023 |
Dohj LLC | 2,191 | $1,055 | 03/31/2024 |
MA | 2,191 | $1,055 | 03/31/2024 |
Sandbox Financial Partners LLC | 2,191 | $1,055 | 03/31/2024 |
MA | 2,191 | $1,055 | 03/31/2024 |
River Street Advisors LLC | 2,189 | $1,054 | 03/31/2024 |
MA | 2,189 | $1,054 | 03/31/2024 |
Stablepoint Partners LLC | 2,468 | $1,053 | 12/31/2023 |
MA | 2,468 | $1,053 | 12/31/2023 |
Whalen Wealth Management Inc. | 2,453 | $1,046 | 12/31/2023 |
MA | 2,453 | $1,046 | 12/31/2023 |
Zuckerman Investment Group LLC | 2,431 | $1,037 | 12/31/2023 |
MA | 2,431 | $1,037 | 12/31/2023 |
NinePointTwo Capital | 2,429 | $1,035 | 12/31/2023 |
MA | 2,429 | $1,035 | 12/31/2023 |
New Capital Management LP | 2,142 | $1,032 | 03/31/2024 |
MA | 2,142 | $1,032 | 03/31/2024 |
TFC Financial Management | 2,419 | $1,032 | 12/31/2023 |
MA | 2,419 | $1,032 | 12/31/2023 |
9258 Wealth Management LLC | 2,416 | $1,031 | 12/31/2023 |
MA | 2,416 | $1,031 | 12/31/2023 |
New Century Financial Group LLC | 2,136 | $1,028 | 03/31/2024 |
MA | 2,136 | $1,028 | 03/31/2024 |
Capital Planning Advisors LLC | 2,405 | $1,026 | 12/31/2023 |
MA | 2,405 | $1,026 | 12/31/2023 |
Legal Advantage Investments Inc. | 2,400 | $1,024 | 12/31/2023 |
MA | 2,400 | $1,024 | 12/31/2023 |
Trust Co | 2,125 | $1,023 | 03/31/2024 |
MA | 2,125 | $1,023 | 03/31/2024 |
Orrstown Financial Services Inc. | 2,118 | $1,020 | 03/31/2024 |
MA | 2,118 | $1,020 | 03/31/2024 |
Oliver Lagore Vanvalin Investment Group | 2,392 | $1,020 | 12/31/2023 |
MA | 2,392 | $1,020 | 12/31/2023 |
Five Oceans Advisors | 2,116 | $1,019 | 03/31/2024 |
MA | 2,116 | $1,019 | 03/31/2024 |
Atlas Brown Inc. | 2,112 | $1,017 | 03/31/2024 |
MA | 2,112 | $1,017 | 03/31/2024 |
Client 1ST Advisory Group LLC | 2,384 | $1,017 | 12/31/2023 |
MA | 2,384 | $1,017 | 12/31/2023 |
Provident Trust Co. | 2,380 | $1,015 | 12/31/2023 |
MA | 2,380 | $1,015 | 12/31/2023 |
Blueprint Investment Partners LLC | 2,371 | $1,011 | 12/31/2023 |
MA | 2,371 | $1,011 | 12/31/2023 |
SP Asset Management LLC | 2,370 | $1,011 | 12/31/2023 |
MA | 2,370 | $1,011 | 12/31/2023 |
Financial Management Network Inc. | 2,144 | $1,007 | 03/31/2024 |
MA | 2,144 | $1,007 | 03/31/2024 |
Summa Corp. | 2,357 | $1,005 | 12/31/2023 |
MA | 2,357 | $1,005 | 12/31/2023 |
Green Harvest Asset Management LLC | 2,352 | $1,003 | 12/31/2023 |
MA | 2,352 | $1,003 | 12/31/2023 |
Seascape Capital Management | 2,350 | $1,002 | 12/31/2023 |
MA | 2,350 | $1,002 | 12/31/2023 |
Wallace Capital Management Inc. | 2,350 | $1,002 | 12/31/2023 |
MA | 2,350 | $1,002 | 12/31/2023 |
Essex LLC | 2,333 | $995 | 12/31/2023 |
MA | 2,333 | $995 | 12/31/2023 |
FRG Family Wealth Advisors LLC | 2,329 | $993 | 12/31/2023 |
MA | 2,329 | $993 | 12/31/2023 |
DORCHESTER WEALTH MANAGEMENT Co | 2,323 | $991 | 12/31/2023 |
MA | 2,323 | $991 | 12/31/2023 |
VCI Wealth Management LLC | 2,323 | $991 | 12/31/2023 |
MA | 2,323 | $991 | 12/31/2023 |
Permit Capital LLC | 2,320 | $990 | 12/31/2023 |
MA | 2,320 | $990 | 12/31/2023 |
Childress Capital Advisors LLC | 2,322 | $990 | 12/31/2023 |
MA | 2,322 | $990 | 12/31/2023 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 2,319 | $989 | 12/31/2023 |
MA | 2,319 | $989 | 12/31/2023 |
Proficio Capital Partners LLC | 2,307 | $984 | 12/31/2023 |
MA | 2,307 | $984 | 12/31/2023 |
Carr Financial Group Corp | 2,308 | $984 | 12/31/2023 |
MA | 2,308 | $984 | 12/31/2023 |
FFT Wealth Management LLC | 2,298 | $980 | 12/31/2023 |
MA | 2,298 | $980 | 12/31/2023 |
Atwater Malick LLC | 2,028 | $977 | 03/31/2024 |
MA | 2,028 | $977 | 03/31/2024 |
Prio Wealth Limited Partnership | 2,289 | $976 | 12/31/2023 |
MA | 2,289 | $976 | 12/31/2023 |
Great Diamond Partners LLC | 2,283 | $974 | 12/31/2023 |
MA | 2,283 | $974 | 12/31/2023 |
GPS Wealth Strategies Group LLC | 2,267 | $967 | 12/31/2023 |
MA | 2,267 | $967 | 12/31/2023 |
Camden Capital LLC | 2,265 | $966 | 12/31/2023 |
MA | 2,265 | $966 | 12/31/2023 |
Family Legacy Inc. | 2,258 | $963 | 12/31/2023 |
MA | 2,258 | $963 | 12/31/2023 |
IMS Capital Management | 2,252 | $961 | 12/31/2023 |
MA | 2,252 | $961 | 12/31/2023 |
Marks Group Wealth Management Inc | 2,252 | $960 | 12/31/2023 |
MA | 2,252 | $960 | 12/31/2023 |
First Western Trust Bank | 2,249 | $959 | 12/31/2023 |
MA | 2,249 | $959 | 12/31/2023 |
Hemington Wealth Management | 2,244 | $957 | 12/31/2023 |
MA | 2,244 | $957 | 12/31/2023 |
PAX Financial Group LLC | 2,075 | $951 | 12/31/2023 |
MA | 2,075 | $951 | 12/31/2023 |
Wealth Alliance Advisory Group LLC | 1,973 | $950 | 03/31/2024 |
MA | 1,973 | $950 | 03/31/2024 |
West Oak Capital LLC | 1,960 | $944 | 03/31/2024 |
MA | 1,960 | $944 | 03/31/2024 |
Perennial Investment Advisors LLC | 2,207 | $942 | 12/31/2023 |
MA | 2,207 | $942 | 12/31/2023 |
Boltwood Capital Management | 1,954 | $941 | 03/31/2024 |
MA | 1,954 | $941 | 03/31/2024 |
KG&L Capital Management LLC | 2,206 | $941 | 12/31/2023 |
MA | 2,206 | $941 | 12/31/2023 |
Penobscot Wealth Management | 2,206 | $941 | 12/31/2023 |
MA | 2,206 | $941 | 12/31/2023 |
MJP Associates Inc. ADV | 1,952 | $940 | 03/31/2024 |
MA | 1,952 | $940 | 03/31/2024 |
Alta Advisers Ltd | 2,200 | $938 | 12/31/2023 |
MA | 2,200 | $938 | 12/31/2023 |
E&G Advisors LP | 1,946 | $937 | 03/31/2024 |
MA | 1,946 | $937 | 03/31/2024 |
Seven Mile Advisory | 2,195 | $936 | 12/31/2023 |
MA | 2,195 | $936 | 12/31/2023 |
Elevated Capital Advisors LLC | 1,942 | $935 | 03/31/2024 |
MA | 1,942 | $935 | 03/31/2024 |
Radnor Capital Management LLC | 1,937 | $933 | 03/31/2024 |
MA | 1,937 | $933 | 03/31/2024 |
Great Valley Advisor Group Inc. | 2,188 | $933 | 12/31/2023 |
MA | 2,188 | $933 | 12/31/2023 |
USA Financial Portformulas Corp | 2,185 | $932 | 12/31/2023 |
MA | 2,185 | $932 | 12/31/2023 |
Lagoda Investment Management L.P. | 2,184 | $931 | 12/31/2023 |
MA | 2,184 | $931 | 12/31/2023 |
CWS Financial Advisors LLC | 2,179 | $929 | 12/31/2023 |
MA | 2,179 | $929 | 12/31/2023 |
Naples Global Advisors LLC | 2,176 | $928 | 12/31/2023 |
MA | 2,176 | $928 | 12/31/2023 |
Richard W. Paul & Associates LLC | 2,173 | $927 | 12/31/2023 |
MA | 2,173 | $927 | 12/31/2023 |
Colonial River Wealth Management LLC | 2,171 | $926 | 12/31/2023 |
MA | 2,171 | $926 | 12/31/2023 |
Texas Capital Bancshares Inc. TX | 2,168 | $925 | 12/31/2023 |
MA | 2,168 | $925 | 12/31/2023 |
Disciplined Equity Management Inc. | 2,167 | $924 | 12/31/2023 |
MA | 2,167 | $924 | 12/31/2023 |
Monument Capital Management | 1,917 | $923 | 03/31/2024 |
MA | 1,917 | $923 | 03/31/2024 |
Providence Wealth Advisors LLC | 2,282 | $922 | 12/31/2023 |
MA | 2,282 | $922 | 12/31/2023 |
Grant GrossMendelsohn LLC | 2,100 | $921 | 12/31/2023 |
MA | 2,100 | $921 | 12/31/2023 |
Johnson & White Wealth Management LLC | 1,908 | $919 | 03/31/2024 |
MA | 1,908 | $919 | 03/31/2024 |
Community Bank N.A. | 2,155 | $919 | 12/31/2023 |
MA | 2,155 | $919 | 12/31/2023 |
Aviso Wealth Management | 2,151 | $918 | 12/31/2023 |
MA | 2,151 | $918 | 12/31/2023 |
Hollencrest Capital Management | 2,144 | $914 | 12/31/2023 |
MA | 2,144 | $914 | 12/31/2023 |
Tributary Capital Management LLC | 1,890 | $910 | 03/31/2024 |
MA | 1,890 | $910 | 03/31/2024 |
GFG Capital LLC | 2,134 | $910 | 12/31/2023 |
MA | 2,134 | $910 | 12/31/2023 |
GM Advisory Group Inc. | 2,131 | $909 | 12/31/2023 |
MA | 2,131 | $909 | 12/31/2023 |
JJJ Advisors Inc. | 1,884 | $907 | 03/31/2024 |
MA | 1,884 | $907 | 03/31/2024 |
Walter & Keenan Financial Consulting Co. MI ADV | 2,122 | $905 | 12/31/2023 |
MA | 2,122 | $905 | 12/31/2023 |
Industrial Alliance Investment Management Inc. | 2,120 | $904 | 12/31/2023 |
MA | 2,120 | $904 | 12/31/2023 |
Peoples Bank KS | 1,868 | $900 | 03/31/2024 |
MA | 1,868 | $900 | 03/31/2024 |
WESPAC Advisors LLC | 2,111 | $900 | 12/31/2023 |
MA | 2,111 | $900 | 12/31/2023 |
Cantor Fitzgerald L. P. | 2,102 | $897 | 12/31/2023 |
MA | 2,102 | $897 | 12/31/2023 |
Provence Wealth Management Group | 2,096 | $894 | 12/31/2023 |
MA | 2,096 | $894 | 12/31/2023 |
Byrne Asset Management LLC | 1,851 | $891 | 03/31/2024 |
MA | 1,851 | $891 | 03/31/2024 |
Field & Main Bank | 2,088 | $891 | 12/31/2023 |
MA | 2,088 | $891 | 12/31/2023 |
Canal Capital Management LLC | 2,088 | $891 | 12/31/2023 |
MA | 2,088 | $891 | 12/31/2023 |
Trustmark National Bank Trust Department | 2,087 | $890 | 12/31/2023 |
MA | 2,087 | $890 | 12/31/2023 |
ST Germain D J Co. Inc. | 1,846 | $889 | 03/31/2024 |
MA | 1,846 | $889 | 03/31/2024 |
Maren Capital LLC | 2,085 | $889 | 12/31/2023 |
MA | 2,085 | $889 | 12/31/2023 |
Cutter & CO Brokerage Inc. | 2,082 | $888 | 12/31/2023 |
MA | 2,082 | $888 | 12/31/2023 |
Cipher Capital LP | 2,077 | $886 | 12/31/2023 |
MA | 2,077 | $886 | 12/31/2023 |
Cottonwood Capital Advisors LLC | 2,073 | $884 | 12/31/2023 |
MA | 2,073 | $884 | 12/31/2023 |
Renasant Bank | 2,071 | $883 | 12/31/2023 |
MA | 2,071 | $883 | 12/31/2023 |
Robinson Smith Wealth Advisors LLC | 2,070 | $883 | 12/31/2023 |
MA | 2,070 | $883 | 12/31/2023 |
Northwest Quadrant Wealth Management LLC | 1,831 | $882 | 03/31/2024 |
MA | 1,831 | $882 | 03/31/2024 |
First Heartland Consultants Inc. | 2,068 | $882 | 12/31/2023 |
MA | 2,068 | $882 | 12/31/2023 |
Connecticut Wealth Management LLC | 2,066 | $881 | 12/31/2023 |
MA | 2,066 | $881 | 12/31/2023 |
Cahill Wealth Management LLC | 2,061 | $879 | 12/31/2023 |
MA | 2,061 | $879 | 12/31/2023 |
Tilia Fiduciary Partners Inc. | 1,824 | $878 | 03/31/2024 |
MA | 1,824 | $878 | 03/31/2024 |
Waterfront Wealth Inc. | 2,055 | $876 | 12/31/2023 |
MA | 2,055 | $876 | 12/31/2023 |
Webster Bank N. A. | 1,818 | $875 | 03/31/2024 |
MA | 1,818 | $875 | 03/31/2024 |
SILVER OAK SECURITIES Inc | 2,048 | $874 | 12/31/2023 |
MA | 2,048 | $874 | 12/31/2023 |
Alpha Family Trust | 2,050 | $874 | 12/31/2023 |
MA | 2,050 | $874 | 12/31/2023 |
Kovack Advisors Inc. | 1,811 | $872 | 03/31/2024 |
MA | 1,811 | $872 | 03/31/2024 |
KLCM Advisors Inc. | 2,039 | $870 | 12/31/2023 |
MA | 2,039 | $870 | 12/31/2023 |
Tyler Stone Wealth Management | 2,040 | $870 | 12/31/2023 |
MA | 2,040 | $870 | 12/31/2023 |
Jacobsen Capital Management | 2,036 | $868 | 12/31/2023 |
MA | 2,036 | $868 | 12/31/2023 |
Consilio Wealth Advisors LLC | 1,795 | $864 | 03/31/2024 |
MA | 1,795 | $864 | 03/31/2024 |
Vicus Capital | 1,788 | $861 | 03/31/2024 |
MA | 1,788 | $861 | 03/31/2024 |
Lion Street Advisors LLC | 1,788 | $861 | 03/31/2024 |
MA | 1,788 | $861 | 03/31/2024 |
Advisory Resource Group | 2,016 | $860 | 12/31/2023 |
MA | 2,016 | $860 | 12/31/2023 |
MidWestOne Financial Group Inc. | 2,009 | $857 | 12/31/2023 |
MA | 2,009 | $857 | 12/31/2023 |
Van Strum & Towne Inc. | 2,000 | $853 | 12/31/2023 |
MA | 2,000 | $853 | 12/31/2023 |
Graham Capital Management L.P. | 2,000 | $853 | 12/31/2023 |
MA | 2,000 | $853 | 12/31/2023 |
Demars Financial Group LLC | 1,998 | $852 | 12/31/2023 |
MA | 1,998 | $852 | 12/31/2023 |
Jones Financial Companies Lllp | 1,995 | $851 | 12/31/2023 |
MA | 1,995 | $851 | 12/31/2023 |
Mitchell & Pahl Private Wealth LLC | 1,995 | $851 | 12/31/2023 |
MA | 1,995 | $851 | 12/31/2023 |
Syntegra Private Wealth Group LLC | 1,996 | $851 | 12/31/2023 |
MA | 1,996 | $851 | 12/31/2023 |
UMA Financial Services Inc. | 1,845 | $848 | 03/31/2024 |
MA | 1,845 | $848 | 03/31/2024 |
Forza Wealth Management LLC | 1,745 | $840 | 03/31/2024 |
MA | 1,745 | $840 | 03/31/2024 |
Lbmc Investment Advisors LLC | 1,736 | $836 | 03/31/2024 |
MA | 1,736 | $836 | 03/31/2024 |
Select Asset Management & Trust | 1,959 | $836 | 12/31/2023 |
MA | 1,959 | $836 | 12/31/2023 |
Atticus Wealth Management LLC | 1,734 | $835 | 03/31/2024 |
MA | 1,734 | $835 | 03/31/2024 |
CAP Partners LLC | 1,734 | $835 | 03/31/2024 |
MA | 1,734 | $835 | 03/31/2024 |
Bigelow Investment Advisors LLC | 1,956 | $834 | 12/31/2023 |
MA | 1,956 | $834 | 12/31/2023 |
Howard Wealth Management LLC | 1,956 | $834 | 12/31/2023 |
MA | 1,956 | $834 | 12/31/2023 |
Gilliland Jeter Wealth Management LLC | 1,955 | $834 | 12/31/2023 |
MA | 1,955 | $834 | 12/31/2023 |
Navellier & Associates Inc | 1,953 | $833 | 12/31/2023 |
MA | 1,953 | $833 | 12/31/2023 |
Guardian Wealth Advisors LLC NC | 1,954 | $833 | 12/31/2023 |
MA | 1,954 | $833 | 12/31/2023 |
Morningstar Investment Management LLC | 1,951 | $832 | 12/31/2023 |
MA | 1,951 | $832 | 12/31/2023 |
First Interstate Bank | 1,949 | $831 | 12/31/2023 |
MA | 1,949 | $831 | 12/31/2023 |
Corton Capital Inc. | 1,941 | $828 | 12/31/2023 |
MA | 1,941 | $828 | 12/31/2023 |
Journey Advisory Group LLC | 1,936 | $826 | 12/31/2023 |
MA | 1,936 | $826 | 12/31/2023 |
McLean Asset Management Corp | 1,746 | $825 | 03/31/2024 |
MA | 1,746 | $825 | 03/31/2024 |
Van Den Berg Management I Inc. | 1,930 | $823 | 12/31/2023 |
MA | 1,930 | $823 | 12/31/2023 |
MWA Asset Management | 1,926 | $821 | 12/31/2023 |
MA | 1,926 | $821 | 12/31/2023 |
Crescent Sterling Ltd. | 1,698 | $818 | 03/31/2024 |
MA | 1,698 | $818 | 03/31/2024 |
Retirement Planning Co of New England Inc. | 1,919 | $818 | 12/31/2023 |
MA | 1,919 | $818 | 12/31/2023 |
BSW Wealth Partners | 1,907 | $813 | 12/31/2023 |
MA | 1,907 | $813 | 12/31/2023 |
Schnieders Capital Management LLC | 1,906 | $813 | 12/31/2023 |
MA | 1,906 | $813 | 12/31/2023 |
DDFG Inc | 1,907 | $813 | 12/31/2023 |
MA | 1,907 | $813 | 12/31/2023 |
17 Capital Partners LLC | 1,685 | $811 | 03/31/2024 |
MA | 1,685 | $811 | 03/31/2024 |
Madison Asset Management LLC | 1,899 | $810 | 12/31/2023 |
MA | 1,899 | $810 | 12/31/2023 |
Aberdeen Wealth Management LLC | 1,900 | $810 | 12/31/2023 |
MA | 1,900 | $810 | 12/31/2023 |
Shufro Rose & Co. LLC | 2,043 | $809 | 12/31/2023 |
MA | 2,043 | $809 | 12/31/2023 |
Quadcap Wealth Management LLC | 1,897 | $809 | 12/31/2023 |
MA | 1,897 | $809 | 12/31/2023 |
Cadinha & Co. LLC | 1,895 | $808 | 12/31/2023 |
MA | 1,895 | $808 | 12/31/2023 |
IFG Advisory LLC | 1,890 | $806 | 12/31/2023 |
MA | 1,890 | $806 | 12/31/2023 |
Strategic Investment Advisors MI | 1,887 | $805 | 12/31/2023 |
MA | 1,887 | $805 | 12/31/2023 |
New Republic Capital LLC | 1,884 | $804 | 12/31/2023 |
MA | 1,884 | $804 | 12/31/2023 |
Means Investment CO. Inc. | 1,668 | $803 | 03/31/2024 |
MA | 1,668 | $803 | 03/31/2024 |
Solstein Capital LLC | 1,882 | $803 | 12/31/2023 |
MA | 1,882 | $803 | 12/31/2023 |
PFC Capital Group Inc. | 1,885 | $803 | 12/31/2023 |
MA | 1,885 | $803 | 12/31/2023 |
OneAscent Wealth Management LLC | 1,665 | $802 | 03/31/2024 |
MA | 1,665 | $802 | 03/31/2024 |
Werlinich Asset Management LLC | 1,678 | $802 | 03/31/2024 |
MA | 1,678 | $802 | 03/31/2024 |
Advance Capital Management Inc. | 1,650 | $795 | 03/31/2024 |
MA | 1,650 | $795 | 03/31/2024 |
Tevis Investment Management | 1,650 | $795 | 03/31/2024 |
MA | 1,650 | $795 | 03/31/2024 |
Robertson Stephens Wealth Management LLC | 1,862 | $794 | 12/31/2023 |
MA | 1,862 | $794 | 12/31/2023 |
Arlington Trust Co LLC | 1,647 | $793 | 03/31/2024 |
MA | 1,647 | $793 | 03/31/2024 |
Hoxton Planning & Management LLC | 1,637 | $788 | 03/31/2024 |
MA | 1,637 | $788 | 03/31/2024 |
Clarity Wealth Advisors LLC | 1,635 | $787 | 03/31/2024 |
MA | 1,635 | $787 | 03/31/2024 |
Argus Investors Counsel Inc. | 1,845 | $787 | 12/31/2023 |
MA | 1,845 | $787 | 12/31/2023 |
Midland Wealth Advisors LLC | 1,846 | $787 | 12/31/2023 |
MA | 1,846 | $787 | 12/31/2023 |
WASHINGTON TRUST Co | 1,836 | $783 | 12/31/2023 |
MA | 1,836 | $783 | 12/31/2023 |
M. Kraus & Co | 1,621 | $781 | 03/31/2024 |
MA | 1,621 | $781 | 03/31/2024 |
PSI Advisors LLC | 1,831 | $781 | 12/31/2023 |
MA | 1,831 | $781 | 12/31/2023 |
Regent Peak Wealth Advisors LLC | 1,832 | $781 | 12/31/2023 |
MA | 1,832 | $781 | 12/31/2023 |
Valley Brook Capital Group | 1,830 | $781 | 12/31/2023 |
MA | 1,830 | $781 | 12/31/2023 |
Empirical Asset Management LLC | 1,826 | $779 | 12/31/2023 |
MA | 1,826 | $779 | 12/31/2023 |
SignalPoint Asset Management LLC | 1,611 | $776 | 03/31/2024 |
MA | 1,611 | $776 | 03/31/2024 |
High Net Worth Advisory Group LLC | 1,611 | $776 | 03/31/2024 |
MA | 1,611 | $776 | 03/31/2024 |
Hartford Funds Management Co LLC | 1,819 | $776 | 12/31/2023 |
MA | 1,819 | $776 | 12/31/2023 |
Compagnie Lombard Odier SCmA | 1,815 | $774 | 12/31/2023 |
MA | 1,815 | $774 | 12/31/2023 |
Money Concepts Capital Corp | 1,813 | $773 | 12/31/2023 |
MA | 1,813 | $773 | 12/31/2023 |
Vista Wealth Management Group LLC | 1,811 | $773 | 12/31/2023 |
MA | 1,811 | $773 | 12/31/2023 |
Lazari Capital Management Inc. | 1,812 | $773 | 12/31/2023 |
MA | 1,812 | $773 | 12/31/2023 |
First National Bank of Hutchinson | 1,811 | $772 | 12/31/2023 |
MA | 1,811 | $772 | 12/31/2023 |
Ambassador Advisors LLC | 1,689 | $771 | 12/31/2023 |
MA | 1,689 | $771 | 12/31/2023 |
Asahi Life Asset Management CO. LTD. | 1,803 | $769 | 12/31/2023 |
MA | 1,803 | $769 | 12/31/2023 |
TFG Advisers LLC | 1,803 | $769 | 12/31/2023 |
MA | 1,803 | $769 | 12/31/2023 |
EHP Funds Inc. | 1,800 | $768 | 12/31/2023 |
MA | 1,800 | $768 | 12/31/2023 |
Annis Gardner Whiting Capital Advisors LLC | 1,794 | $765 | 12/31/2023 |
MA | 1,794 | $765 | 12/31/2023 |
Redhawk Wealth Advisors Inc. | 1,789 | $763 | 12/31/2023 |
MA | 1,789 | $763 | 12/31/2023 |
SS&H Financial Advisors Inc. | 1,790 | $763 | 12/31/2023 |
MA | 1,790 | $763 | 12/31/2023 |
Moseley Investment Management Inc. | 1,583 | $762 | 03/31/2024 |
MA | 1,583 | $762 | 03/31/2024 |
Cassia Capital Partners LLC | 1,583 | $762 | 03/31/2024 |
MA | 1,583 | $762 | 03/31/2024 |
Brandywine Managers LLC | 1,785 | $761 | 12/31/2023 |
MA | 1,785 | $761 | 12/31/2023 |
ICA Group Wealth Management LLC | 1,783 | $760 | 12/31/2023 |
MA | 1,783 | $760 | 12/31/2023 |
Salem Investment Counselors Inc. | 1,576 | $759 | 03/31/2024 |
MA | 1,576 | $759 | 03/31/2024 |
Absher Wealth Management LLC | 1,776 | $758 | 12/31/2023 |
MA | 1,776 | $758 | 12/31/2023 |
Corundum Group Inc. | 1,569 | $756 | 03/31/2024 |
MA | 1,569 | $756 | 03/31/2024 |
Baldwin Investment Management LLC | 1,773 | $756 | 12/31/2023 |
MA | 1,773 | $756 | 12/31/2023 |
Sivia Capital Partners LLC | 1,559 | $751 | 03/31/2024 |
MA | 1,559 | $751 | 03/31/2024 |
Bank Hapoalim BM | 1,760 | $751 | 12/31/2023 |
MA | 1,760 | $751 | 12/31/2023 |
Gould Asset Management LLC CA | 1,760 | $751 | 12/31/2023 |
MA | 1,760 | $751 | 12/31/2023 |
Sunflower Bank N.A. | 1,553 | $748 | 03/31/2024 |
MA | 1,553 | $748 | 03/31/2024 |
Arvest Trust Co. N A | 1,752 | $747 | 12/31/2023 |
MA | 1,752 | $747 | 12/31/2023 |
Sterling Investment Counsel LLC | 1,748 | $746 | 12/31/2023 |
MA | 1,748 | $746 | 12/31/2023 |
Triangle Securities Wealth Management | 1,547 | $745 | 03/31/2024 |
MA | 1,547 | $745 | 03/31/2024 |
Augustine Asset Management Inc. | 1,746 | $745 | 12/31/2023 |
MA | 1,746 | $745 | 12/31/2023 |
Brave Asset Management Inc. | 1,742 | $743 | 12/31/2023 |
MA | 1,742 | $743 | 12/31/2023 |
Green Square Capital Advisors LLC | 1,743 | $743 | 12/31/2023 |
MA | 1,743 | $743 | 12/31/2023 |
Baskin Financial Services Inc. | 1,742 | $743 | 12/31/2023 |
MA | 1,742 | $743 | 12/31/2023 |
Kraft Davis & Associates LLC | 1,694 | $743 | 12/31/2023 |
MA | 1,694 | $743 | 12/31/2023 |
Knuff & Co LLC | 1,740 | $742 | 12/31/2023 |
MA | 1,740 | $742 | 12/31/2023 |
First County Bank CT | 1,737 | $741 | 12/31/2023 |
MA | 1,737 | $741 | 12/31/2023 |
Cambridge Trust Co. | 1,736 | $740 | 12/31/2023 |
MA | 1,736 | $740 | 12/31/2023 |
Cascade Investment Group Inc. | 1,719 | $733 | 12/31/2023 |
MA | 1,719 | $733 | 12/31/2023 |
Nova R Wealth Inc. | 1,515 | $730 | 03/31/2024 |
MA | 1,515 | $730 | 03/31/2024 |
Detalus Advisors LLC | 1,711 | $730 | 12/31/2023 |
MA | 1,711 | $730 | 12/31/2023 |
Private Portfolio Partners LLC | 1,710 | $729 | 12/31/2023 |
MA | 1,710 | $729 | 12/31/2023 |
Unio Capital LLC | 1,700 | $725 | 12/31/2023 |
MA | 1,700 | $725 | 12/31/2023 |
GYL Financial Synergies LLC | 1,698 | $724 | 12/31/2023 |
MA | 1,698 | $724 | 12/31/2023 |
Total Clarity Wealth Management Inc. | 1,698 | $724 | 12/31/2023 |
MA | 1,698 | $724 | 12/31/2023 |
Bridgeworth LLC | 1,689 | $720 | 12/31/2023 |
MA | 1,689 | $720 | 12/31/2023 |
LM Advisors LLC | 1,683 | $718 | 12/31/2023 |
MA | 1,683 | $718 | 12/31/2023 |
GSB Wealth Management LLC | 1,681 | $717 | 12/31/2023 |
MA | 1,681 | $717 | 12/31/2023 |
White Knight Strategic Wealth Advisors LLC | 1,679 | $716 | 12/31/2023 |
MA | 1,679 | $716 | 12/31/2023 |
Morris Financial Concepts Inc. | 1,482 | $714 | 03/31/2024 |
MA | 1,482 | $714 | 03/31/2024 |
Crawford Investment Counsel Inc. | 1,675 | $714 | 12/31/2023 |
MA | 1,675 | $714 | 12/31/2023 |
Clark Financial Services Group Inc. BD | 1,675 | $714 | 12/31/2023 |
MA | 1,675 | $714 | 12/31/2023 |
Taurus Asset Management LLC | 1,672 | $713 | 12/31/2023 |
MA | 1,672 | $713 | 12/31/2023 |
Dividend Assets Capital LLC | 1,670 | $712 | 12/31/2023 |
MA | 1,670 | $712 | 12/31/2023 |
Baker Boyer National Bank | 1,476 | $711 | 03/31/2024 |
MA | 1,476 | $711 | 03/31/2024 |
Steigerwald Gordon & Koch Inc. | 1,477 | $711 | 03/31/2024 |
MA | 1,477 | $711 | 03/31/2024 |
Alliance Wealth Advisors LLC | 1,473 | $709 | 03/31/2024 |
MA | 1,473 | $709 | 03/31/2024 |
Sonora Investment Management Group LLC | 1,655 | $706 | 12/31/2023 |
MA | 1,655 | $706 | 12/31/2023 |
Boston Family Office LLC | 1,650 | $704 | 12/31/2023 |
MA | 1,650 | $704 | 12/31/2023 |
Forge First Asset Management Inc. | 1,650 | $704 | 12/31/2023 |
MA | 1,650 | $704 | 12/31/2023 |
Resurgent Financial Advisors LLC | 1,648 | $703 | 12/31/2023 |
MA | 1,648 | $703 | 12/31/2023 |
180 Wealth Advisors LLC | 1,457 | $702 | 03/31/2024 |
MA | 1,457 | $702 | 03/31/2024 |
Waverton Investment Management Ltd | 1,645 | $702 | 12/31/2023 |
MA | 1,645 | $702 | 12/31/2023 |
Round Hill Asset Management | 1,645 | $702 | 12/31/2023 |
MA | 1,645 | $702 | 12/31/2023 |
State of Wyoming | 1,645 | $702 | 12/31/2023 |
MA | 1,645 | $702 | 12/31/2023 |
Manhattan West Asset Management LLC | 1,646 | $702 | 12/31/2023 |
MA | 1,646 | $702 | 12/31/2023 |
Invenio Wealth Partners LLC | 1,647 | $702 | 12/31/2023 |
MA | 1,647 | $702 | 12/31/2023 |
Vigilare Wealth Management | 1,637 | $698 | 12/31/2023 |
MA | 1,637 | $698 | 12/31/2023 |
Symmetry Investments LP | 1,635 | $697 | 12/31/2023 |
MA | 1,635 | $697 | 12/31/2023 |
Mitchell Mcleod Pugh & Williams Inc. | 1,630 | $695 | 12/31/2023 |
MA | 1,630 | $695 | 12/31/2023 |
Rosenbaum Jay D. | 1,628 | $694 | 12/31/2023 |
MA | 1,628 | $694 | 12/31/2023 |
Quest Partners LLC | 1,627 | $694 | 12/31/2023 |
MA | 1,627 | $694 | 12/31/2023 |
jvl associates llc | 1,439 | $693 | 03/31/2024 |
MA | 1,439 | $693 | 03/31/2024 |
Woodley Farra Manion Portfolio Management Inc. | 1,622 | $692 | 12/31/2023 |
MA | 1,622 | $692 | 12/31/2023 |
Wedgewood Investors Inc. PA | 1,620 | $691 | 12/31/2023 |
MA | 1,620 | $691 | 12/31/2023 |
Outlook Wealth Advisors LLC | 1,432 | $690 | 03/31/2024 |
MA | 1,432 | $690 | 03/31/2024 |
WealthBridge Capital Management LLC | 1,616 | $689 | 12/31/2023 |
MA | 1,616 | $689 | 12/31/2023 |
UP Strategic Wealth Investment Advisors LLC | 1,615 | $689 | 12/31/2023 |
MA | 1,615 | $689 | 12/31/2023 |
Prentiss Smith & Co. Inc. | 1,605 | $685 | 12/31/2023 |
MA | 1,605 | $685 | 12/31/2023 |
Salvus Wealth Management LLC | 1,421 | $684 | 03/31/2024 |
MA | 1,421 | $684 | 03/31/2024 |
Schwarz Dygos Wheeler Investment Advisors LLC | 1,603 | $684 | 12/31/2023 |
MA | 1,603 | $684 | 12/31/2023 |
Tobam | 1,602 | $683 | 12/31/2023 |
MA | 1,602 | $683 | 12/31/2023 |
Prosperity Consulting Group LLC | 1,599 | $682 | 12/31/2023 |
MA | 1,599 | $682 | 12/31/2023 |
Amplius Wealth Advisors LLC | 1,412 | $680 | 03/31/2024 |
MA | 1,412 | $680 | 03/31/2024 |
Legacy Trust | 1,587 | $677 | 12/31/2023 |
MA | 1,587 | $677 | 12/31/2023 |
Beaton Management Co. Inc. | 1,582 | $675 | 12/31/2023 |
MA | 1,582 | $675 | 12/31/2023 |
Krane Funds Advisors LLC | 1,408 | $673 | 03/31/2024 |
MA | 1,408 | $673 | 03/31/2024 |
Traveka Wealth LLC | 1,393 | $671 | 03/31/2024 |
MA | 1,393 | $671 | 03/31/2024 |
True North Advisors LLC | 1,391 | $670 | 03/31/2024 |
MA | 1,391 | $670 | 03/31/2024 |
Tarbox Family Office Inc. | 1,380 | $665 | 03/31/2024 |
MA | 1,380 | $665 | 03/31/2024 |
Marino Stram & Associates LLC | 1,554 | $663 | 12/31/2023 |
MA | 1,554 | $663 | 12/31/2023 |
Waterloo Capital L.P. | 1,554 | $663 | 12/31/2023 |
MA | 1,554 | $663 | 12/31/2023 |
Wealth Architects LLC | 1,552 | $662 | 12/31/2023 |
MA | 1,552 | $662 | 12/31/2023 |
ClearAlpha Technologies LP | 1,549 | $661 | 12/31/2023 |
MA | 1,549 | $661 | 12/31/2023 |
First Commonwealth Financial Corp PA | 1,547 | $660 | 12/31/2023 |
MA | 1,547 | $660 | 12/31/2023 |
Salomon & Ludwin LLC | 1,662 | $658 | 12/31/2023 |
MA | 1,662 | $658 | 12/31/2023 |
D. Scott Neal Inc. | 1,365 | $657 | 03/31/2024 |
MA | 1,365 | $657 | 03/31/2024 |
Walden Wealth Partners LLC | 1,395 | $655 | 03/31/2024 |
MA | 1,395 | $655 | 03/31/2024 |
Rational Advisors LLC | 1,535 | $655 | 12/31/2023 |
MA | 1,535 | $655 | 12/31/2023 |
Catalyst Capital Advisors LLC | 1,535 | $655 | 12/31/2023 |
MA | 1,535 | $655 | 12/31/2023 |
Raab & Moskowitz Asset Management LLC | 1,535 | $655 | 12/31/2023 |
MA | 1,535 | $655 | 12/31/2023 |
Epic Trust Investment Advisors LLC | 1,359 | $654 | 03/31/2024 |
MA | 1,359 | $654 | 03/31/2024 |
MGO Private Wealth LLC | 1,358 | $654 | 03/31/2024 |
MA | 1,358 | $654 | 03/31/2024 |
Pine Harbor Wealth Management LLC | 1,534 | $654 | 12/31/2023 |
MA | 1,534 | $654 | 12/31/2023 |
Midwest Financial Group LLC | 1,355 | $653 | 03/31/2024 |
MA | 1,355 | $653 | 03/31/2024 |
Cidel Asset Management Inc. | 1,532 | $653 | 12/31/2023 |
MA | 1,532 | $653 | 12/31/2023 |
Badgley Phelps Wealth Managers LLC | 1,531 | $653 | 12/31/2023 |
MA | 1,531 | $653 | 12/31/2023 |
Kolinsky Wealth Management LLC | 1,530 | $653 | 12/31/2023 |
MA | 1,530 | $653 | 12/31/2023 |
Quantum Financial Advisors LLC | 1,530 | $653 | 12/31/2023 |
MA | 1,530 | $653 | 12/31/2023 |
Sonen Capital LLC | 1,524 | $650 | 12/31/2023 |
MA | 1,524 | $650 | 12/31/2023 |
Virtus ETF Advisers LLC | 1,524 | $650 | 12/31/2023 |
MA | 1,524 | $650 | 12/31/2023 |
Avenue 1 Advisors LLC | 1,348 | $649 | 03/31/2024 |
MA | 1,348 | $649 | 03/31/2024 |
Atom Investors LP | 1,521 | $649 | 12/31/2023 |
MA | 1,521 | $649 | 12/31/2023 |
Audent Global Asset Management LLC | 1,522 | $649 | 12/31/2023 |
MA | 1,522 | $649 | 12/31/2023 |
VisionPoint Advisory Group LLC | 1,519 | $648 | 12/31/2023 |
MA | 1,519 | $648 | 12/31/2023 |
Astoria Portfolio Advisors LLC. | 1,406 | $647 | 03/31/2024 |
MA | 1,406 | $647 | 03/31/2024 |
Palisades Hudson Asset Management L.P. | 1,508 | $643 | 12/31/2023 |
MA | 1,508 | $643 | 12/31/2023 |
US Asset Management LLC | 1,332 | $641 | 03/31/2024 |
MA | 1,332 | $641 | 03/31/2024 |
Levin Capital Strategies L.P. | 1,500 | $640 | 12/31/2023 |
MA | 1,500 | $640 | 12/31/2023 |
Lombard Odier Asset Management USA Corp | 1,500 | $640 | 12/31/2023 |
MA | 1,500 | $640 | 12/31/2023 |
E Fund Management Co. Ltd. | 1,501 | $640 | 12/31/2023 |
MA | 1,501 | $640 | 12/31/2023 |
Latitude Advisors LLC | 1,496 | $638 | 12/31/2023 |
MA | 1,496 | $638 | 12/31/2023 |
Goldstein Advisors LLC | 1,494 | $637 | 12/31/2023 |
MA | 1,494 | $637 | 12/31/2023 |
CoreCap Advisors LLC | 1,490 | $636 | 12/31/2023 |
MA | 1,490 | $636 | 12/31/2023 |
Per Stirling Capital Management LLC. | 1,488 | $635 | 12/31/2023 |
MA | 1,488 | $635 | 12/31/2023 |
LGL Partners LLC | 1,487 | $634 | 12/31/2023 |
MA | 1,487 | $634 | 12/31/2023 |
FLC Capital Advisors | 1,487 | $634 | 12/31/2023 |
MA | 1,487 | $634 | 12/31/2023 |
Baystate Wealth Management LLC | 1,479 | $631 | 12/31/2023 |
MA | 1,479 | $631 | 12/31/2023 |
CNB Bank | 1,480 | $631 | 12/31/2023 |
MA | 1,480 | $631 | 12/31/2023 |
Zhang Financial LLC | 1,480 | $631 | 12/31/2023 |
MA | 1,480 | $631 | 12/31/2023 |
Sound View Wealth Advisors Group LLC | 1,480 | $631 | 12/31/2023 |
MA | 1,480 | $631 | 12/31/2023 |
Sunpointe LLC | 1,302 | $627 | 03/31/2024 |
MA | 1,302 | $627 | 03/31/2024 |
Fragasso Group Inc. | 1,297 | $624 | 03/31/2024 |
MA | 1,297 | $624 | 03/31/2024 |
New World Advisors LLC | 1,295 | $624 | 03/31/2024 |
MA | 1,295 | $624 | 03/31/2024 |
MBL Wealth LLC | 1,293 | $623 | 03/31/2024 |
MA | 1,293 | $623 | 03/31/2024 |
Leith Wheeler Investment Counsel Ltd. | 1,460 | $623 | 12/31/2023 |
MA | 1,460 | $623 | 12/31/2023 |
Advisor OS LLC | 1,455 | $621 | 12/31/2023 |
MA | 1,455 | $621 | 12/31/2023 |
Pacitti Group Inc. | 1,454 | $620 | 12/31/2023 |
MA | 1,454 | $620 | 12/31/2023 |
Diligent Investors LLC | 1,446 | $617 | 12/31/2023 |
MA | 1,446 | $617 | 12/31/2023 |
Gerber LLC | 1,275 | $614 | 03/31/2024 |
MA | 1,275 | $614 | 03/31/2024 |
Benchmark Investment Advisors LLC | 1,437 | $613 | 12/31/2023 |
MA | 1,437 | $613 | 12/31/2023 |
Callan Capital LLC | 1,435 | $612 | 12/31/2023 |
MA | 1,435 | $612 | 12/31/2023 |
Stonebrook Private Inc. | 1,434 | $612 | 12/31/2023 |
MA | 1,434 | $612 | 12/31/2023 |
Aveo Capital Partners LLC | 1,427 | $609 | 12/31/2023 |
MA | 1,427 | $609 | 12/31/2023 |
Wedge Capital Management L L P NC | 1,426 | $608 | 12/31/2023 |
MA | 1,426 | $608 | 12/31/2023 |
Firethorn Wealth Partners LLC | 1,257 | $606 | 03/31/2024 |
MA | 1,257 | $606 | 03/31/2024 |
Magnus Financial Group LLC | 1,421 | $606 | 12/31/2023 |
MA | 1,421 | $606 | 12/31/2023 |
Oxford Financial Group Ltd. | 1,419 | $605 | 12/31/2023 |
MA | 1,419 | $605 | 12/31/2023 |
New Jersey Better Educational Savings Trust | 1,409 | $601 | 12/31/2023 |
MA | 1,409 | $601 | 12/31/2023 |
Fort Pitt Capital Group LLC | 1,243 | $599 | 03/31/2024 |
MA | 1,243 | $599 | 03/31/2024 |
McElhenny Sheffield Capital Management LLC | 1,243 | $599 | 03/31/2024 |
MA | 1,243 | $599 | 03/31/2024 |
SkyOak Wealth LLC | 1,400 | $597 | 12/31/2023 |
MA | 1,400 | $597 | 12/31/2023 |
Signal Advisors Wealth LLC | 1,235 | $595 | 03/31/2024 |
MA | 1,235 | $595 | 03/31/2024 |
Fortem Financial Group LLC | 1,394 | $595 | 12/31/2023 |
MA | 1,394 | $595 | 12/31/2023 |
Gitterman Wealth Management LLC | 1,391 | $594 | 12/31/2023 |
MA | 1,391 | $594 | 12/31/2023 |
BCJ Capital Management LLC | 1,387 | $592 | 12/31/2023 |
MA | 1,387 | $592 | 12/31/2023 |
Eaton Financial Holdings Company LLC | 1,228 | $591 | 03/31/2024 |
MA | 1,228 | $591 | 03/31/2024 |
DT Investment Partners LLC | 1,328 | $591 | 12/31/2023 |
MA | 1,328 | $591 | 12/31/2023 |
Ausdal Financial Partners Inc. | 1,226 | $590 | 03/31/2024 |
MA | 1,226 | $590 | 03/31/2024 |
Convergence Investment Partners LLC | 1,383 | $590 | 12/31/2023 |
MA | 1,383 | $590 | 12/31/2023 |
Stokes Family Office LLC | 1,384 | $590 | 12/31/2023 |
MA | 1,384 | $590 | 12/31/2023 |
Nwam LLC | 1,381 | $589 | 12/31/2023 |
MA | 1,381 | $589 | 12/31/2023 |
Eudaimonia Partners LLC | 1,379 | $588 | 12/31/2023 |
MA | 1,379 | $588 | 12/31/2023 |
BOS Asset Management LLC | 1,378 | $588 | 12/31/2023 |
MA | 1,378 | $588 | 12/31/2023 |
Grey Street Capital LLC | 1,379 | $588 | 12/31/2023 |
MA | 1,379 | $588 | 12/31/2023 |
Exchange Bank | 1,217 | $586 | 03/31/2024 |
MA | 1,217 | $586 | 03/31/2024 |
Portland Investment Counsel Inc. | 1,374 | $586 | 12/31/2023 |
MA | 1,374 | $586 | 12/31/2023 |
Davy Global Fund Management Ltd | 1,374 | $586 | 12/31/2023 |
MA | 1,374 | $586 | 12/31/2023 |
D Orazio & Associates Inc. | 1,373 | $586 | 12/31/2023 |
MA | 1,373 | $586 | 12/31/2023 |
Kohmann Bosshard Financial Services LLC | 1,214 | $585 | 03/31/2024 |
MA | 1,214 | $585 | 03/31/2024 |
Hillsdale Investment Management Inc. | 1,371 | $585 | 12/31/2023 |
MA | 1,371 | $585 | 12/31/2023 |
Farmers & Merchants Trust Co of Chambersburg PA | 1,371 | $585 | 12/31/2023 |
MA | 1,371 | $585 | 12/31/2023 |
Hayek Kallen Investment Management | 1,368 | $583 | 12/31/2023 |
MA | 1,368 | $583 | 12/31/2023 |
Deseret Mutual Benefit Administrators | 1,363 | $581 | 12/31/2023 |
MA | 1,363 | $581 | 12/31/2023 |
JT Stratford LLC | 1,359 | $580 | 12/31/2023 |
MA | 1,359 | $580 | 12/31/2023 |
Berkshire Asset Management LLC PA | 1,358 | $579 | 12/31/2023 |
MA | 1,358 | $579 | 12/31/2023 |
Truepoint Inc. | 1,357 | $579 | 12/31/2023 |
MA | 1,357 | $579 | 12/31/2023 |
Granite Investment Partners LLC | 1,353 | $577 | 12/31/2023 |
MA | 1,353 | $577 | 12/31/2023 |
Actinver Wealth Management Inc. | 1,354 | $577 | 12/31/2023 |
MA | 1,354 | $577 | 12/31/2023 |
Norway Savings Bank | 1,196 | $576 | 03/31/2024 |
MA | 1,196 | $576 | 03/31/2024 |
Smith Chas P & Associates PA Cpas | 1,351 | $576 | 12/31/2023 |
MA | 1,351 | $576 | 12/31/2023 |
DiMeo Schneider & Associates L.L.C. | 1,350 | $576 | 12/31/2023 |
MA | 1,350 | $576 | 12/31/2023 |
GUNN & Co INVESTMENT MANAGEMENT INC. | 1,351 | $576 | 12/31/2023 |
MA | 1,351 | $576 | 12/31/2023 |
Sand Hill Global Advisors LLC | 1,342 | $573 | 12/31/2023 |
MA | 1,342 | $573 | 12/31/2023 |
Arcus Capital Partners LLC | 1,188 | $572 | 03/31/2024 |
MA | 1,188 | $572 | 03/31/2024 |
TruWealth Advisors LLC | 1,189 | $572 | 03/31/2024 |
MA | 1,189 | $572 | 03/31/2024 |
Financial Perspectives Inc | 1,183 | $570 | 03/31/2024 |
MA | 1,183 | $570 | 03/31/2024 |
Citadel Investment Advisory Inc. | 1,180 | $568 | 03/31/2024 |
MA | 1,180 | $568 | 03/31/2024 |
Plante Moran Financial Advisors LLC | 1,331 | $568 | 12/31/2023 |
MA | 1,331 | $568 | 12/31/2023 |
Proathlete Wealth Management LLC | 1,332 | $568 | 12/31/2023 |
MA | 1,332 | $568 | 12/31/2023 |
Navalign LLC | 1,178 | $567 | 03/31/2024 |
MA | 1,178 | $567 | 03/31/2024 |
Matisse Capital | 1,328 | $566 | 12/31/2023 |
MA | 1,328 | $566 | 12/31/2023 |
Spartan Planning & Wealth Management | 1,326 | $566 | 12/31/2023 |
MA | 1,326 | $566 | 12/31/2023 |
Skylands Capital LLC | 1,325 | $565 | 12/31/2023 |
MA | 1,325 | $565 | 12/31/2023 |
MBE Wealth Management LLC | 1,169 | $563 | 03/31/2024 |
MA | 1,169 | $563 | 03/31/2024 |
Riverwater Partners LLC | 1,316 | $561 | 12/31/2023 |
MA | 1,316 | $561 | 12/31/2023 |
Machina Capital S.A.S. | 1,314 | $560 | 12/31/2023 |
MA | 1,314 | $560 | 12/31/2023 |
Townsend & Associates Inc | 1,275 | $559 | 12/31/2023 |
MA | 1,275 | $559 | 12/31/2023 |
Fortitude Advisory Group L.L.C. | 1,304 | $556 | 12/31/2023 |
MA | 1,304 | $556 | 12/31/2023 |
Paradigm Asset Management Co. LLC | 1,299 | $554 | 12/31/2023 |
MA | 1,299 | $554 | 12/31/2023 |
JMG Financial Group Ltd. | 1,297 | $553 | 12/31/2023 |
MA | 1,297 | $553 | 12/31/2023 |
Northwest Bancshares Inc. | 1,297 | $553 | 12/31/2023 |
MA | 1,297 | $553 | 12/31/2023 |
Full Sail Capital LLC | 1,297 | $553 | 12/31/2023 |
MA | 1,297 | $553 | 12/31/2023 |
LifeSteps Financial Inc. | 1,297 | $553 | 12/31/2023 |
MA | 1,297 | $553 | 12/31/2023 |
Verus Capital Partners LLC | 1,290 | $550 | 12/31/2023 |
MA | 1,290 | $550 | 12/31/2023 |
Boyd Watterson Asset Management LLC OH | 1,287 | $549 | 12/31/2023 |
MA | 1,287 | $549 | 12/31/2023 |
Tremblant Capital Group | 1,284 | $548 | 12/31/2023 |
MA | 1,284 | $548 | 12/31/2023 |
Capital Advisors Inc. OK | 1,279 | $546 | 12/31/2023 |
MA | 1,279 | $546 | 12/31/2023 |
Key Financial Inc | 1,280 | $546 | 12/31/2023 |
MA | 1,280 | $546 | 12/31/2023 |
Financial Network Wealth Advisors LLC | 1,279 | $546 | 12/31/2023 |
MA | 1,279 | $546 | 12/31/2023 |
Rappaport Reiches Capital Management LLC | 1,132 | $545 | 03/31/2024 |
MA | 1,132 | $545 | 03/31/2024 |
Hodges Capital Management Inc. | 1,129 | $544 | 03/31/2024 |
MA | 1,129 | $544 | 03/31/2024 |
HTLF Bank | 1,275 | $544 | 12/31/2023 |
MA | 1,275 | $544 | 12/31/2023 |
Trueblood Wealth Management LLC | 1,276 | $544 | 12/31/2023 |
MA | 1,276 | $544 | 12/31/2023 |
David R. Rahn & Associates Inc. | 1,128 | $543 | 03/31/2024 |
MA | 1,128 | $543 | 03/31/2024 |
Smith Anglin Financial LLC | 1,273 | $543 | 12/31/2023 |
MA | 1,273 | $543 | 12/31/2023 |
AlphaStar Capital Management LLC | 1,272 | $543 | 12/31/2023 |
MA | 1,272 | $543 | 12/31/2023 |
Cardiff Park Advisors LLC | 1,273 | $543 | 12/31/2023 |
MA | 1,273 | $543 | 12/31/2023 |
Annex Advisory Services LLC | 1,125 | $542 | 03/31/2024 |
MA | 1,125 | $542 | 03/31/2024 |
Relative Value Partners Group LLC | 1,271 | $542 | 12/31/2023 |
MA | 1,271 | $542 | 12/31/2023 |
Empire Financial Management Company LLC | 1,270 | $542 | 12/31/2023 |
MA | 1,270 | $542 | 12/31/2023 |
ERTS Wealth Advisors LLC | 1,264 | $539 | 12/31/2023 |
MA | 1,264 | $539 | 12/31/2023 |
Plato Investment Management Ltd | 1,259 | $537 | 12/31/2023 |
MA | 1,259 | $537 | 12/31/2023 |
Mairs & Power Inc. | 1,255 | $535 | 12/31/2023 |
MA | 1,255 | $535 | 12/31/2023 |
PFW Advisors LLC | 1,109 | $534 | 03/31/2024 |
MA | 1,109 | $534 | 03/31/2024 |
Clear Creek Financial Management LLC | 1,253 | $534 | 12/31/2023 |
MA | 1,253 | $534 | 12/31/2023 |
LaFleur & Godfrey LLC | 1,250 | $533 | 12/31/2023 |
MA | 1,250 | $533 | 12/31/2023 |
Aristides Capital LLC | 1,250 | $533 | 12/31/2023 |
MA | 1,250 | $533 | 12/31/2023 |
Gallagher Fiduciary Advisors LLC | 1,246 | $531 | 12/31/2023 |
MA | 1,246 | $531 | 12/31/2023 |
Personal Resources Investment & Strategic Management Inc. | 1,100 | $530 | 03/31/2024 |
MA | 1,100 | $530 | 03/31/2024 |
Westover Capital Advisors LLC | 1,242 | $530 | 12/31/2023 |
MA | 1,242 | $530 | 12/31/2023 |
Tanaka Capital Management Inc. | 1,236 | $527 | 12/31/2023 |
MA | 1,236 | $527 | 12/31/2023 |
Connective Portfolio Management LLC | 1,235 | $527 | 12/31/2023 |
MA | 1,235 | $527 | 12/31/2023 |
First Command Advisory Services Inc. | 1,231 | $525 | 12/31/2023 |
MA | 1,231 | $525 | 12/31/2023 |
Park National Corp OH | 1,086 | $523 | 03/31/2024 |
MA | 1,086 | $523 | 03/31/2024 |
Deroy & Devereaux Private Investment Counsel Inc. | 1,226 | $523 | 12/31/2023 |
MA | 1,226 | $523 | 12/31/2023 |
Hudson Valley Investment Advisors Inc. ADV | 1,084 | $522 | 03/31/2024 |
MA | 1,084 | $522 | 03/31/2024 |
M. Kulyk & Associates LLC | 1,216 | $519 | 12/31/2023 |
MA | 1,216 | $519 | 12/31/2023 |
Tradition Wealth Management LLC | 1,216 | $519 | 12/31/2023 |
MA | 1,216 | $519 | 12/31/2023 |
Cedrus LLC | 1,075 | $518 | 03/31/2024 |
MA | 1,075 | $518 | 03/31/2024 |
Centurion Wealth Management LLC | 1,215 | $518 | 12/31/2023 |
MA | 1,215 | $518 | 12/31/2023 |
MCF Advisors LLC | 1,071 | $516 | 03/31/2024 |
MA | 1,071 | $516 | 03/31/2024 |
Appleton Partners Inc. MA | 1,070 | $515 | 03/31/2024 |
MA | 1,070 | $515 | 03/31/2024 |
Grandview Asset Management LLC | 1,067 | $514 | 03/31/2024 |
MA | 1,067 | $514 | 03/31/2024 |
Lantz Financial LLC | 1,066 | $513 | 03/31/2024 |
MA | 1,066 | $513 | 03/31/2024 |
Peninsula Wealth LLC | 1,202 | $513 | 12/31/2023 |
MA | 1,202 | $513 | 12/31/2023 |
Boothbay Fund Management LLC | $511 | 12/31/2023 | |
MA | 15,799 | $6,738 | 12/31/2023 |
Put | 14,600 | $6,227 | 12/31/2023 |
CLARET ASSET MANAGEMENT Corp | 1,199 | $511 | 12/31/2023 |
MA | 1,199 | $511 | 12/31/2023 |
Aries Wealth Management | 1,196 | $510 | 12/31/2023 |
MA | 1,196 | $510 | 12/31/2023 |
Cutler Group LP | $509 | 03/31/2024 | |
MA | 862 | $415 | 03/31/2024 |
Call | 2,100 | $101 | 03/31/2024 |
Put | 5,000 | $7 | 03/31/2024 |
KFG Wealth Management LLC | 1,054 | $508 | 03/31/2024 |
MA | 1,054 | $508 | 03/31/2024 |
Keudell Morrison Wealth Management | 1,192 | $508 | 12/31/2023 |
MA | 1,192 | $508 | 12/31/2023 |
Paragon Private Wealth Management LLC | 1,189 | $507 | 12/31/2023 |
MA | 1,189 | $507 | 12/31/2023 |
Silicon Valley Capital Partners | 1,187 | $506 | 12/31/2023 |
MA | 1,187 | $506 | 12/31/2023 |
Western Pacific Wealth Management LP | 1,186 | $506 | 12/31/2023 |
MA | 1,186 | $506 | 12/31/2023 |
Harrington Investments INC | 1,181 | $504 | 12/31/2023 |
MA | 1,181 | $504 | 12/31/2023 |
Commonwealth Financial Services LLC | 1,179 | $503 | 12/31/2023 |
MA | 1,179 | $503 | 12/31/2023 |
Harvest Portfolios Group Inc. | 1,180 | $503 | 12/31/2023 |
MA | 1,180 | $503 | 12/31/2023 |
Values Added Financial LLC | 1,179 | $503 | 12/31/2023 |
MA | 1,179 | $503 | 12/31/2023 |
National Wealth Management Group LLC | 1,179 | $503 | 12/31/2023 |
MA | 1,179 | $503 | 12/31/2023 |
Aureus Asset Management LLC | 1,177 | $502 | 12/31/2023 |
MA | 1,177 | $502 | 12/31/2023 |
Clean Yield Group | 1,178 | $502 | 12/31/2023 |
MA | 1,178 | $502 | 12/31/2023 |
Point72 Asia Singapore Pte. Ltd. | 1,178 | $502 | 12/31/2023 |
MA | 1,178 | $502 | 12/31/2023 |
Centerpoint Advisors LLC | 1,177 | $502 | 12/31/2023 |
MA | 1,177 | $502 | 12/31/2023 |
Granite Harbor Advisors Inc. | 1,178 | $502 | 12/31/2023 |
MA | 1,178 | $502 | 12/31/2023 |
Jackson Hole Capital Partners LLC | 1,174 | $501 | 12/31/2023 |
MA | 1,174 | $501 | 12/31/2023 |
Phillips Wealth Planners LLC | 1,160 | $500 | 12/31/2023 |
MA | 1,160 | $500 | 12/31/2023 |
Menard Financial Group LLC | 1,169 | $499 | 12/31/2023 |
MA | 1,169 | $499 | 12/31/2023 |
American Financial Advisors LLC | 1,032 | $497 | 03/31/2024 |
MA | 1,032 | $497 | 03/31/2024 |
Seven Post Investment Office LP | 1,165 | $497 | 12/31/2023 |
MA | 1,165 | $497 | 12/31/2023 |
Lowe Brockenbrough & Co. Inc. | 1,164 | $496 | 12/31/2023 |
MA | 1,164 | $496 | 12/31/2023 |
Hartford Financial Management Inc. | 1,163 | $496 | 12/31/2023 |
MA | 1,163 | $496 | 12/31/2023 |
Warren Averett Asset Management LLC | 1,162 | $496 | 12/31/2023 |
MA | 1,162 | $496 | 12/31/2023 |
Interchange Capital Partners LLC | 1,155 | $493 | 12/31/2023 |
MA | 1,155 | $493 | 12/31/2023 |
Founders Capital Management LLC | 1,022 | $492 | 03/31/2024 |
MA | 1,022 | $492 | 03/31/2024 |
Cypress Wealth Services LLC | 1,023 | $492 | 03/31/2024 |
MA | 1,023 | $492 | 03/31/2024 |
Rede Wealth LLC | 1,153 | $492 | 12/31/2023 |
MA | 1,153 | $492 | 12/31/2023 |
Foster & Motley Inc. | 1,020 | $491 | 03/31/2024 |
MA | 1,020 | $491 | 03/31/2024 |
Rise Advisors LLC | 1,019 | $491 | 03/31/2024 |
MA | 1,019 | $491 | 03/31/2024 |
Prosperity Financial Group Inc. | 1,150 | $491 | 12/31/2023 |
MA | 1,150 | $491 | 12/31/2023 |
Diversified Portfolios Inc. | 1,150 | $490 | 12/31/2023 |
MA | 1,150 | $490 | 12/31/2023 |
Baker Avenue Asset Management LP | 1,145 | $489 | 12/31/2023 |
MA | 1,145 | $489 | 12/31/2023 |
Becker Capital Management Inc. | 1,140 | $486 | 12/31/2023 |
MA | 1,140 | $486 | 12/31/2023 |
FinTrust Capital Advisors LLC | 1,135 | $484 | 12/31/2023 |
MA | 1,135 | $484 | 12/31/2023 |
Brady Family Wealth LLC | 1,135 | $484 | 12/31/2023 |
MA | 1,135 | $484 | 12/31/2023 |
Breakwater Capital Group | 1,002 | $483 | 03/31/2024 |
MA | 1,002 | $483 | 03/31/2024 |
Simplicity Wealth LLC | 1,132 | $483 | 12/31/2023 |
MA | 1,132 | $483 | 12/31/2023 |
Fernwood Investment Management LLC | 1,139 | $482 | 12/31/2023 |
MA | 1,139 | $482 | 12/31/2023 |
Horiko Capital Management LLC | 1,130 | $482 | 12/31/2023 |
MA | 1,130 | $482 | 12/31/2023 |
Capital Market Strategies LLC | 995 | $479 | 03/31/2024 |
MA | 995 | $479 | 03/31/2024 |
Scientech Research LLC | 1,122 | $479 | 12/31/2023 |
MA | 1,122 | $479 | 12/31/2023 |
Hyperion Partners LLC | 992 | $478 | 03/31/2024 |
MA | 992 | $478 | 03/31/2024 |
Covestor Ltd | 1,118 | $477 | 12/31/2023 |
MA | 1,118 | $477 | 12/31/2023 |
Burns J W & Co. Inc. NY | 987 | $475 | 03/31/2024 |
MA | 987 | $475 | 03/31/2024 |
LWM Advisory Services LLC | 1,115 | $475 | 12/31/2023 |
MA | 1,115 | $475 | 12/31/2023 |
DCM Advisors LLC | 1,113 | $475 | 12/31/2023 |
MA | 1,113 | $475 | 12/31/2023 |
ZWJ Investment Counsel Inc. | 1,112 | $474 | 12/31/2023 |
MA | 1,112 | $474 | 12/31/2023 |
REDW Wealth LLC | 1,112 | $474 | 12/31/2023 |
MA | 1,112 | $474 | 12/31/2023 |
Driehaus Capital Management LLC | 1,107 | $472 | 12/31/2023 |
MA | 1,107 | $472 | 12/31/2023 |
Evermay Wealth Management LLC | 1,105 | $471 | 12/31/2023 |
MA | 1,105 | $471 | 12/31/2023 |
Conestoga Capital Advisors LLC | 1,105 | $471 | 12/31/2023 |
MA | 1,105 | $471 | 12/31/2023 |
Gillespie Robinson & Grimm Inc. | 975 | $470 | 03/31/2024 |
MA | 975 | $470 | 03/31/2024 |
Willow Creek Wealth Management Inc. | 1,097 | $468 | 12/31/2023 |
MA | 1,097 | $468 | 12/31/2023 |
Redwood Financial Network Corp | 1,098 | $468 | 12/31/2023 |
MA | 1,098 | $468 | 12/31/2023 |
Spectrum Wealth Advisory Group LLC | 968 | $466 | 03/31/2024 |
MA | 968 | $466 | 03/31/2024 |
Wealth Dimensions Group Ltd. | 1,088 | $464 | 12/31/2023 |
MA | 1,088 | $464 | 12/31/2023 |
First Trust Investment Solutions L.P. | 1,087 | $464 | 12/31/2023 |
MA | 1,087 | $464 | 12/31/2023 |
LVM Capital Management Ltd. MI | 961 | $463 | 03/31/2024 |
MA | 961 | $463 | 03/31/2024 |
Norris Perne & French LLP MI | 959 | $462 | 03/31/2024 |
MA | 959 | $462 | 03/31/2024 |
Advisor Resource Council | 960 | $462 | 03/31/2024 |
MA | 960 | $462 | 03/31/2024 |
NorthStar Asset Management LLC NJ | 1,079 | $460 | 12/31/2023 |
MA | 1,079 | $460 | 12/31/2023 |
Calton & Associates Inc. | 953 | $459 | 03/31/2024 |
MA | 953 | $459 | 03/31/2024 |
Guerra Pan Advisors LLC | 1,076 | $459 | 12/31/2023 |
MA | 1,076 | $459 | 12/31/2023 |
Fortis Capital Advisors LLC | 1,077 | $459 | 12/31/2023 |
MA | 1,077 | $459 | 12/31/2023 |
NTV Asset Management LLC | 1,074 | $458 | 12/31/2023 |
MA | 1,074 | $458 | 12/31/2023 |
Elevatus Welath Management | 1,068 | $456 | 12/31/2023 |
MA | 1,068 | $456 | 12/31/2023 |
Summit Asset Management LLC | 1,065 | $454 | 12/31/2023 |
MA | 1,065 | $454 | 12/31/2023 |
Cardinal Strategic Wealth Guidance | 1,064 | $454 | 12/31/2023 |
MA | 1,064 | $454 | 12/31/2023 |
Blue Barn Wealth LLC | 1,064 | $454 | 12/31/2023 |
MA | 1,064 | $454 | 12/31/2023 |
Verum Partners LLC | 937 | $451 | 03/31/2024 |
MA | 937 | $451 | 03/31/2024 |
Keystone Financial Group | 1,058 | $451 | 12/31/2023 |
MA | 1,058 | $451 | 12/31/2023 |
Patrick M Sweeney & Associates Inc. | 1,057 | $451 | 12/31/2023 |
MA | 1,057 | $451 | 12/31/2023 |
Blueshift Asset Management LLC | 1,052 | $449 | 12/31/2023 |
MA | 1,052 | $449 | 12/31/2023 |
Barlow Wealth Partners Inc. | 962 | $448 | 03/31/2024 |
MA | 962 | $448 | 03/31/2024 |
First Business Financial Services Inc. | 1,050 | $448 | 12/31/2023 |
MA | 1,050 | $448 | 12/31/2023 |
Pure Financial Advisors Inc. | 929 | $447 | 03/31/2024 |
MA | 929 | $447 | 03/31/2024 |
Range Financial Group LLC | 929 | $447 | 03/31/2024 |
MA | 929 | $447 | 03/31/2024 |
Davidson Trust Co. | 1,047 | $447 | 12/31/2023 |
MA | 1,047 | $447 | 12/31/2023 |
Auxano Advisors LLC | 1,048 | $447 | 12/31/2023 |
MA | 1,048 | $447 | 12/31/2023 |
Capital Management Associates Inc | 1,048 | $447 | 12/31/2023 |
MA | 1,048 | $447 | 12/31/2023 |
Horizon Bancorp Inc. IN | 926 | $446 | 03/31/2024 |
MA | 926 | $446 | 03/31/2024 |
AlphaQ Advisors LLC | 1,040 | $444 | 12/31/2023 |
MA | 1,040 | $444 | 12/31/2023 |
Objective Capital Management LLC | 1,039 | $443 | 12/31/2023 |
MA | 1,039 | $443 | 12/31/2023 |
Meadow Creek Wealth Advisors LLC | 918 | $442 | 03/31/2024 |
MA | 918 | $442 | 03/31/2024 |
TRUE Private Wealth Advisors | 1,037 | $442 | 12/31/2023 |
MA | 1,037 | $442 | 12/31/2023 |
Bedel Financial Consulting Inc. | 1,036 | $442 | 12/31/2023 |
MA | 1,036 | $442 | 12/31/2023 |
Schaper Benz & Wise Investment Counsel Inc. WI | 1,035 | $441 | 12/31/2023 |
MA | 1,035 | $441 | 12/31/2023 |
First Financialcorp IN | 914 | $440 | 03/31/2024 |
MA | 914 | $440 | 03/31/2024 |
Nebula Research & Development LLC | 1,032 | $440 | 12/31/2023 |
MA | 1,032 | $440 | 12/31/2023 |
Catalyst Private Wealth LLC | 911 | $439 | 03/31/2024 |
MA | 911 | $439 | 03/31/2024 |
Echo45 Advisors LLC | 908 | $437 | 03/31/2024 |
MA | 908 | $437 | 03/31/2024 |
Consolidated Capital Management LLC | 1,024 | $437 | 12/31/2023 |
MA | 1,024 | $437 | 12/31/2023 |
Lodestone Wealth Management LLC | 1,024 | $437 | 12/31/2023 |
MA | 1,024 | $437 | 12/31/2023 |
Slagle Financial LLC | 1,024 | $437 | 12/31/2023 |
MA | 1,024 | $437 | 12/31/2023 |
Nvest Financial LLC | 906 | $436 | 03/31/2024 |
MA | 906 | $436 | 03/31/2024 |
Edge Financial Advisors LLC | $436 | 03/31/2024 | |
MA | 909 | $438 | 03/31/2024 |
Put | 4 | $2 | 03/31/2024 |
Joel Isaacson & Co. LLC | 1,023 | $436 | 12/31/2023 |
MA | 1,023 | $436 | 12/31/2023 |
Sage Rhino Capital LLC | 1,021 | $435 | 12/31/2023 |
MA | 1,021 | $435 | 12/31/2023 |
Lineweaver Wealth Advisors LLC | 1,017 | $435 | 12/31/2023 |
MA | 1,017 | $435 | 12/31/2023 |
Advisors Preferred LLC | 1,026 | $433 | 12/31/2023 |
MA | 1,026 | $433 | 12/31/2023 |
Trilogy Capital Inc. | 898 | $432 | 03/31/2024 |
MA | 898 | $432 | 03/31/2024 |
Eads & Heald Wealth Management | 1,013 | $432 | 12/31/2023 |
MA | 1,013 | $432 | 12/31/2023 |
MQS Management LLC | 1,010 | $431 | 12/31/2023 |
MA | 1,010 | $431 | 12/31/2023 |
Kavar Capital Partners Group LLC | 1,010 | $431 | 12/31/2023 |
MA | 1,010 | $431 | 12/31/2023 |
SSI Investment Management LLC | 1,009 | $430 | 12/31/2023 |
MA | 1,009 | $430 | 12/31/2023 |
Savvy Advisors Inc. | 1,009 | $430 | 12/31/2023 |
MA | 1,009 | $430 | 12/31/2023 |
Durante & Waters LLC | 1,000 | $427 | 12/31/2023 |
MA | 1,000 | $427 | 12/31/2023 |
Valley National Advisers Inc. | 885 | $426 | 03/31/2024 |
MA | 885 | $426 | 03/31/2024 |
Continental Investors Services Inc. | 999 | $426 | 12/31/2023 |
MA | 999 | $426 | 12/31/2023 |
Merlin Capital LLC | 997 | $425 | 12/31/2023 |
MA | 997 | $425 | 12/31/2023 |
Paul Damon & Associates Inc. | 992 | $423 | 12/31/2023 |
MA | 992 | $423 | 12/31/2023 |
Financial Engines Advisors L.L.C. | 988 | $422 | 12/31/2023 |
MA | 988 | $422 | 12/31/2023 |
Lebenthal Global Advisors LLC | 989 | $422 | 12/31/2023 |
MA | 989 | $422 | 12/31/2023 |
Cheviot Value Management LLC | 984 | $420 | 12/31/2023 |
MA | 984 | $420 | 12/31/2023 |
Wellspring Financial Advisors LLC | 985 | $420 | 12/31/2023 |
MA | 985 | $420 | 12/31/2023 |
Manchester Financial Inc. | 871 | $419 | 03/31/2024 |
MA | 871 | $419 | 03/31/2024 |
Gemmer Asset Management LLC | 979 | $418 | 12/31/2023 |
MA | 979 | $418 | 12/31/2023 |
X Square Capital LLC | 980 | $418 | 12/31/2023 |
MA | 980 | $418 | 12/31/2023 |
Albion Financial Group UT | 866 | $417 | 03/31/2024 |
MA | 866 | $417 | 03/31/2024 |
Custom Index Systems LLC | 977 | $417 | 12/31/2023 |
MA | 977 | $417 | 12/31/2023 |
Cohen & Steers Inc. | 971 | $414 | 12/31/2023 |
MA | 971 | $414 | 12/31/2023 |
Crestmont Private Wealth LLC | 857 | $413 | 03/31/2024 |
MA | 857 | $413 | 03/31/2024 |
Atlas Private Wealth Advisors | 968 | $413 | 12/31/2023 |
MA | 968 | $413 | 12/31/2023 |
Triasima Portfolio Management inc. | 964 | $411 | 12/31/2023 |
MA | 964 | $411 | 12/31/2023 |
Lee Danner & Bass Inc. | 960 | $410 | 12/31/2023 |
MA | 960 | $410 | 12/31/2023 |
Somerset Trust Co | 848 | $408 | 03/31/2024 |
MA | 848 | $408 | 03/31/2024 |
Arden Trust Co | 848 | $408 | 03/31/2024 |
MA | 848 | $408 | 03/31/2024 |
AdvisorShares Investments LLC | 956 | $408 | 12/31/2023 |
MA | 956 | $408 | 12/31/2023 |
Wiley BROS. Aintree Capital LLC | 845 | $407 | 03/31/2024 |
MA | 845 | $407 | 03/31/2024 |
Cassaday & Co Wealth Management LLC | 955 | $407 | 12/31/2023 |
MA | 955 | $407 | 12/31/2023 |
BCS Wealth Management | 843 | $406 | 03/31/2024 |
MA | 843 | $406 | 03/31/2024 |
Vivaldi Capital Management LLC | 881 | $406 | 12/31/2023 |
MA | 881 | $406 | 12/31/2023 |
Chemung Canal Trust Co. | 841 | $405 | 03/31/2024 |
MA | 841 | $405 | 03/31/2024 |
Townsend Asset Management Corp NC ADV | 950 | $405 | 12/31/2023 |
MA | 950 | $405 | 12/31/2023 |
Itau Unibanco Holding S.A. | 950 | $405 | 12/31/2023 |
MA | 950 | $405 | 12/31/2023 |
Spotlight Asset Group Inc. | 1,023 | $405 | 12/31/2023 |
MA | 1,023 | $405 | 12/31/2023 |
Lockerman Financial Group Inc. | 839 | $404 | 03/31/2024 |
MA | 839 | $404 | 03/31/2024 |
Parthenon LLC | 947 | $404 | 12/31/2023 |
MA | 947 | $404 | 12/31/2023 |
Landmark Financial Advisors LLC | 947 | $404 | 12/31/2023 |
MA | 947 | $404 | 12/31/2023 |
Tranquilli Financial Advisor LLC | 945 | $403 | 12/31/2023 |
MA | 945 | $403 | 12/31/2023 |
Delta Accumulation LLC | $402 | 12/31/2023 | |
Call | 16,700 | $6,568 | 12/31/2023 |
Put | 16,200 | $6,371 | 12/31/2023 |
MA | 520 | $205 | 12/31/2023 |
Austin Private Wealth LLC | $401 | 03/31/2024 | |
MA | 839 | $401 | 03/31/2024 |
Put | 1,000 | $0 | 03/31/2024 |
Horst & Graben Wealth Management LLC | 830 | $400 | 03/31/2024 |
MA | 830 | $400 | 03/31/2024 |
Larson Financial Group LLC | 937 | $400 | 12/31/2023 |
MA | 937 | $400 | 12/31/2023 |
Montis Financial LLC | 827 | $398 | 03/31/2024 |
MA | 827 | $398 | 03/31/2024 |
Vision Capital Management Inc. | 924 | $394 | 12/31/2023 |
MA | 924 | $394 | 12/31/2023 |
Alera Investment Advisors LLC | 922 | $393 | 12/31/2023 |
MA | 922 | $393 | 12/31/2023 |
Liberty Wealth Management LLC | 921 | $393 | 12/31/2023 |
MA | 921 | $393 | 12/31/2023 |
Founders Financial Alliance LLC | 917 | $391 | 12/31/2023 |
MA | 917 | $391 | 12/31/2023 |
Abel Hall LLC | 914 | $390 | 12/31/2023 |
MA | 914 | $390 | 12/31/2023 |
United Bank | 913 | $389 | 12/31/2023 |
MA | 913 | $389 | 12/31/2023 |
Mountain Pacific Investment Advisers Inc. ID | 806 | $388 | 03/31/2024 |
MA | 806 | $388 | 03/31/2024 |
Northwest Investment Counselors LLC | 806 | $388 | 03/31/2024 |
MA | 806 | $388 | 03/31/2024 |
Strategy Asset Managers LLC | 907 | $387 | 12/31/2023 |
MA | 907 | $387 | 12/31/2023 |
Altus Wealth Group LLC | 907 | $387 | 12/31/2023 |
MA | 907 | $387 | 12/31/2023 |
Caldwell Sutter Capital Inc. | 802 | $386 | 03/31/2024 |
MA | 802 | $386 | 03/31/2024 |
Orgel Wealth Management LLC | 801 | $386 | 03/31/2024 |
MA | 801 | $386 | 03/31/2024 |
Constitution Capital LLC | 800 | $385 | 03/31/2024 |
MA | 800 | $385 | 03/31/2024 |
Parcion Private Wealth LLC | 903 | $385 | 12/31/2023 |
MA | 903 | $385 | 12/31/2023 |
Lipe & Dalton | 900 | $384 | 12/31/2023 |
MA | 900 | $384 | 12/31/2023 |
Godshalk Welsh Capital Management Inc. | 900 | $384 | 12/31/2023 |
MA | 900 | $384 | 12/31/2023 |
Foster Group Inc. | 795 | $383 | 03/31/2024 |
MA | 795 | $383 | 03/31/2024 |
Intrinsic Value Partners LLC | 796 | $383 | 03/31/2024 |
MA | 796 | $383 | 03/31/2024 |
Benin Management CORP | 794 | $382 | 03/31/2024 |
MA | 794 | $382 | 03/31/2024 |
Fiduciary Alliance LLC | 796 | $381 | 03/31/2024 |
MA | 796 | $381 | 03/31/2024 |
Source Financial Advisors LLC | 894 | $381 | 12/31/2023 |
MA | 894 | $381 | 12/31/2023 |
Planning Capital Management Corp | 891 | $380 | 12/31/2023 |
MA | 891 | $380 | 12/31/2023 |
Dominguez Wealth Management Solutions Inc. | 786 | $379 | 03/31/2024 |
MA | 786 | $379 | 03/31/2024 |
Harbor Group Inc. | 782 | $377 | 03/31/2024 |
MA | 782 | $377 | 03/31/2024 |
Oarsman Capital Inc. | 883 | $377 | 12/31/2023 |
MA | 883 | $377 | 12/31/2023 |
Horan Capital Advisors LLC. | 883 | $377 | 12/31/2023 |
MA | 883 | $377 | 12/31/2023 |
Paces Ferry Wealth Advisors LLC | 883 | $377 | 12/31/2023 |
MA | 883 | $377 | 12/31/2023 |
Clarity Financial LLC | 778 | $375 | 03/31/2024 |
MA | 778 | $375 | 03/31/2024 |
Hudock Inc. | 876 | $374 | 12/31/2023 |
MA | 876 | $374 | 12/31/2023 |
Adirondack Trust Co. | 775 | $373 | 03/31/2024 |
MA | 775 | $373 | 03/31/2024 |
Warren Street Wealth Advisors LLC | 874 | $373 | 12/31/2023 |
MA | 874 | $373 | 12/31/2023 |
Baron Silver Stevens Financial Advisors LLC | 874 | $373 | 12/31/2023 |
MA | 874 | $373 | 12/31/2023 |
Warther Private Wealth LLC | 874 | $373 | 12/31/2023 |
MA | 874 | $373 | 12/31/2023 |
Overbrook Management Corp | 773 | $372 | 03/31/2024 |
MA | 773 | $372 | 03/31/2024 |
Summit Financial Wealth Advisors LLC | 872 | $372 | 12/31/2023 |
MA | 872 | $372 | 12/31/2023 |
Coppell Advisory Solutions LLC | 867 | $370 | 12/31/2023 |
MA | 867 | $370 | 12/31/2023 |
Werba Rubin Papier Wealth Management | 863 | $368 | 12/31/2023 |
MA | 863 | $368 | 12/31/2023 |
Spectrum Wealth Counsel LLC | 863 | $368 | 12/31/2023 |
MA | 863 | $368 | 12/31/2023 |
Stonebridge Capital Advisors LLC | 858 | $366 | 12/31/2023 |
MA | 858 | $366 | 12/31/2023 |
Kure Advisory LLC | 859 | $366 | 12/31/2023 |
MA | 859 | $366 | 12/31/2023 |
Monticello Wealth Management LLC | 855 | $365 | 12/31/2023 |
MA | 855 | $365 | 12/31/2023 |
Insight Advisors LLC PA | 855 | $365 | 12/31/2023 |
MA | 855 | $365 | 12/31/2023 |
Riverview Trust Co | 756 | $364 | 03/31/2024 |
MA | 756 | $364 | 03/31/2024 |
Waters Parkerson & CO. LLC | 850 | $363 | 12/31/2023 |
MA | 850 | $363 | 12/31/2023 |
Woodstock Corp | 751 | $362 | 03/31/2024 |
MA | 751 | $362 | 03/31/2024 |
Oracle Alpha Inc. | 849 | $362 | 12/31/2023 |
MA | 849 | $362 | 12/31/2023 |
Merrion Investment Management Co LLC | 750 | $361 | 03/31/2024 |
MA | 750 | $361 | 03/31/2024 |
LaSalle St. Investment Advisors LLC | 847 | $361 | 12/31/2023 |
MA | 847 | $361 | 12/31/2023 |
Hamel Associates Inc. | 844 | $360 | 12/31/2023 |
MA | 844 | $360 | 12/31/2023 |
Wellington Wealth Strategies LLC. | 836 | $357 | 12/31/2023 |
MA | 836 | $357 | 12/31/2023 |
Indiana Trust & Investment Management CO | 739 | $356 | 03/31/2024 |
MA | 739 | $356 | 03/31/2024 |
Oldfather Financial Services LLC | 832 | $355 | 12/31/2023 |
MA | 832 | $355 | 12/31/2023 |
Woodward Diversified Capital LLC | 832 | $355 | 12/31/2023 |
MA | 832 | $355 | 12/31/2023 |
Exeter Financial LLC | 753 | $354 | 03/31/2024 |
MA | 753 | $354 | 03/31/2024 |
Pinnacle Bank | 732 | $353 | 03/31/2024 |
MA | 732 | $353 | 03/31/2024 |
Fortress Wealth Group LLC | 836 | $353 | 12/31/2023 |
MA | 836 | $353 | 12/31/2023 |
MBM Wealth Consultants LLC | 730 | $352 | 03/31/2024 |
MA | 730 | $352 | 03/31/2024 |
Financial Council Asset Management Inc | 822 | $351 | 12/31/2023 |
MA | 822 | $351 | 12/31/2023 |
DHJJ Financial Advisors Ltd. | 727 | $350 | 03/31/2024 |
MA | 727 | $350 | 03/31/2024 |
DSC Advisors L.P. | 820 | $350 | 12/31/2023 |
MA | 820 | $350 | 12/31/2023 |
Xcel Wealth Management LLC | 724 | $349 | 03/31/2024 |
MA | 724 | $349 | 03/31/2024 |
Power Corp of Canada | 817 | $348 | 12/31/2023 |
MA | 817 | $348 | 12/31/2023 |
Tiemann Investment Advisors LLC | 817 | $348 | 12/31/2023 |
MA | 817 | $348 | 12/31/2023 |
Magnolia Capital Advisors LLC | 779 | $347 | 12/31/2023 |
MA | 779 | $347 | 12/31/2023 |
JFS Wealth Advisors LLC | 811 | $346 | 12/31/2023 |
MA | 811 | $346 | 12/31/2023 |
Sigma Investment Counselors Inc. | 808 | $345 | 12/31/2023 |
MA | 808 | $345 | 12/31/2023 |
McIlrath & Eck LLC | 808 | $345 | 12/31/2023 |
MA | 808 | $345 | 12/31/2023 |
Goodman Advisory Group LLC | 810 | $345 | 12/31/2023 |
MA | 810 | $345 | 12/31/2023 |
Endowment Wealth Management Inc. | 808 | $345 | 12/31/2023 |
MA | 808 | $345 | 12/31/2023 |
Lakeside Advisors INC. | 810 | $345 | 12/31/2023 |
MA | 810 | $345 | 12/31/2023 |
Cape ANN Savings Bank | 766 | $344 | 12/31/2023 |
MA | 766 | $344 | 12/31/2023 |
Mayfair Advisory Group LLC | 713 | $343 | 03/31/2024 |
MA | 713 | $343 | 03/31/2024 |
Janney Capital Management LLC | 803 | $342 | 12/31/2023 |
MA | 803 | $342 | 12/31/2023 |
Capstone Financial Advisors Inc. | 802 | $342 | 12/31/2023 |
MA | 802 | $342 | 12/31/2023 |
Zullo Investment Group Inc. | 802 | $342 | 12/31/2023 |
MA | 802 | $342 | 12/31/2023 |
Armstrong Fleming & Moore Inc | 800 | $341 | 12/31/2023 |
MA | 800 | $341 | 12/31/2023 |
Financial Insights Inc. | 797 | $340 | 12/31/2023 |
MA | 797 | $340 | 12/31/2023 |
Running Point Capital Advisors LLC | 796 | $340 | 12/31/2023 |
MA | 796 | $340 | 12/31/2023 |
Cherrydale Wealth Management LLC | 701 | $338 | 03/31/2024 |
MA | 701 | $338 | 03/31/2024 |
CFS Investment Advisory Services LLC | 792 | $338 | 12/31/2023 |
MA | 792 | $338 | 12/31/2023 |
Verity Asset Management Inc. | 787 | $336 | 12/31/2023 |
MA | 787 | $336 | 12/31/2023 |
Weaver Consulting Group | 696 | $335 | 03/31/2024 |
MA | 696 | $335 | 03/31/2024 |
Kaydan Wealth Management Inc. | 696 | $335 | 03/31/2024 |
MA | 696 | $335 | 03/31/2024 |
LongView Wealth Management | 695 | $335 | 03/31/2024 |
MA | 695 | $335 | 03/31/2024 |
Mark Sheptoff Financial Planning LLC | 785 | $335 | 12/31/2023 |
MA | 785 | $335 | 12/31/2023 |
Eagle Bay Advisors LLC | 785 | $335 | 12/31/2023 |
MA | 785 | $335 | 12/31/2023 |
Denver Wealth Management Inc. | 694 | $334 | 03/31/2024 |
MA | 694 | $334 | 03/31/2024 |
Acima Private Wealth LLC | 784 | $334 | 12/31/2023 |
MA | 784 | $334 | 12/31/2023 |
Strategic Advocates LLC | 691 | $333 | 03/31/2024 |
MA | 691 | $333 | 03/31/2024 |
Invst LLC | 724 | $333 | 12/31/2023 |
MA | 724 | $333 | 12/31/2023 |
Founders Capital Management | 690 | $332 | 03/31/2024 |
MA | 690 | $332 | 03/31/2024 |
Vectors Research Management LLC | 779 | $332 | 12/31/2023 |
MA | 779 | $332 | 12/31/2023 |
Meridian Wealth Partners LLC | 778 | $332 | 12/31/2023 |
MA | 778 | $332 | 12/31/2023 |
F M Investments LLC | 778 | $332 | 12/31/2023 |
MA | 778 | $332 | 12/31/2023 |
Oberweis Asset Management Inc. | 775 | $331 | 12/31/2023 |
MA | 775 | $331 | 12/31/2023 |
Callan Family Office LLC | 777 | $331 | 12/31/2023 |
MA | 777 | $331 | 12/31/2023 |
BlackDiamond Wealth Management Inc. | 723 | $330 | 12/31/2023 |
MA | 723 | $330 | 12/31/2023 |
EdgeRock Capital LLC | 716 | $330 | 12/31/2023 |
MA | 716 | $330 | 12/31/2023 |
Colonial Trust Co SC | 771 | $329 | 12/31/2023 |
MA | 771 | $329 | 12/31/2023 |
Fidelity D & D Bancorp Inc. | 682 | $328 | 03/31/2024 |
MA | 682 | $328 | 03/31/2024 |
GSG Advisors LLC | 687 | $328 | 03/31/2024 |
MA | 687 | $328 | 03/31/2024 |
Greatmark Investment Partners Inc. | 770 | $328 | 12/31/2023 |
MA | 770 | $328 | 12/31/2023 |
McAdam LLC | 769 | $328 | 12/31/2023 |
MA | 769 | $328 | 12/31/2023 |
ABLE Financial Group LLC | 770 | $328 | 12/31/2023 |
MA | 770 | $328 | 12/31/2023 |
Fortis Advisors LLC | 766 | $327 | 12/31/2023 |
MA | 766 | $327 | 12/31/2023 |
Sageworth Trust Co of South Dakota | 676 | $326 | 03/31/2024 |
MA | 676 | $326 | 03/31/2024 |
Dark Forest Capital Management LP | 765 | $326 | 12/31/2023 |
MA | 765 | $326 | 12/31/2023 |
First National Bank | 674 | $325 | 03/31/2024 |
MA | 674 | $325 | 03/31/2024 |
BEAM Asset Management LLC | 763 | $325 | 12/31/2023 |
MA | 763 | $325 | 12/31/2023 |
Allen Capital Group LLC | 672 | $324 | 03/31/2024 |
MA | 672 | $324 | 03/31/2024 |
Kanawha Capital Management LLC | 760 | $324 | 12/31/2023 |
MA | 760 | $324 | 12/31/2023 |
PBMares Wealth Management LLC | 760 | $324 | 12/31/2023 |
MA | 760 | $324 | 12/31/2023 |
SNS Financial Group LLC | 755 | $322 | 12/31/2023 |
MA | 755 | $322 | 12/31/2023 |
Elgethun Capital Management | 755 | $322 | 12/31/2023 |
MA | 755 | $322 | 12/31/2023 |
Tamar Securities LLC | 756 | $322 | 12/31/2023 |
MA | 756 | $322 | 12/31/2023 |
Advisory Alpha LLC | 752 | $321 | 12/31/2023 |
MA | 752 | $321 | 12/31/2023 |
Cypress Capital LLC | 753 | $321 | 12/31/2023 |
MA | 753 | $321 | 12/31/2023 |
Quilter Plc | 750 | $320 | 12/31/2023 |
MA | 750 | $320 | 12/31/2023 |
Mason & Associates Inc | 748 | $319 | 12/31/2023 |
MA | 748 | $319 | 12/31/2023 |
Willner & Heller LLC | 748 | $319 | 12/31/2023 |
MA | 748 | $319 | 12/31/2023 |
Gerber Kawasaki Wealth & Investment Management | 744 | $318 | 12/31/2023 |
MA | 744 | $318 | 12/31/2023 |
Tempus Wealth Planning LLC | 659 | $317 | 03/31/2024 |
MA | 659 | $317 | 03/31/2024 |
Kathleen S. Wright Associates Inc. | 676 | $316 | 03/31/2024 |
MA | 676 | $316 | 03/31/2024 |
City State Bank | 657 | $316 | 03/31/2024 |
MA | 657 | $316 | 03/31/2024 |
Atlas Wealth Partners LLC | 720 | $316 | 12/31/2023 |
MA | 720 | $316 | 12/31/2023 |
Northstar Group Inc. | 653 | $314 | 03/31/2024 |
MA | 653 | $314 | 03/31/2024 |
Genesee Capital Advisors LLC | 653 | $314 | 03/31/2024 |
MA | 653 | $314 | 03/31/2024 |
RVW Wealth LLC | 651 | $314 | 03/31/2024 |
MA | 651 | $314 | 03/31/2024 |
Private Client Services LLC | 735 | $314 | 12/31/2023 |
MA | 735 | $314 | 12/31/2023 |
Covey Capital Advisors LLC | 735 | $313 | 12/31/2023 |
MA | 735 | $313 | 12/31/2023 |
Bienville Capital Management LLC | 734 | $313 | 12/31/2023 |
MA | 734 | $313 | 12/31/2023 |
Alpine Global Management LLC | 730 | $311 | 12/31/2023 |
MA | 730 | $311 | 12/31/2023 |
Heritage Investment Group Inc. | 726 | $310 | 12/31/2023 |
MA | 726 | $310 | 12/31/2023 |
Octavia Wealth Advisors LLC | 640 | $308 | 03/31/2024 |
MA | 640 | $308 | 03/31/2024 |
JNBA Financial Advisors | 721 | $308 | 12/31/2023 |
MA | 721 | $308 | 12/31/2023 |
Kowal Investment Group LLC | 638 | $307 | 03/31/2024 |
MA | 638 | $307 | 03/31/2024 |
Aletheian Wealth Advisors LLC | 638 | $307 | 03/31/2024 |
MA | 638 | $307 | 03/31/2024 |
Goldstream Capital Management Ltd | 720 | $307 | 12/31/2023 |
MA | 720 | $307 | 12/31/2023 |
Sandy Cove Advisors LLC | 635 | $306 | 03/31/2024 |
MA | 635 | $306 | 03/31/2024 |
Red Door Wealth Management LLC | 633 | $305 | 03/31/2024 |
MA | 633 | $305 | 03/31/2024 |
AIMZ Investment Advisors LLC | 714 | $305 | 12/31/2023 |
MA | 714 | $305 | 12/31/2023 |
Crew Capital Management Ltd. | 714 | $305 | 12/31/2023 |
MA | 714 | $305 | 12/31/2023 |
KKM Financial LLC | 716 | $305 | 12/31/2023 |
MA | 716 | $305 | 12/31/2023 |
WealthBridge Investment Counsel Inc. | 632 | $304 | 03/31/2024 |
MA | 632 | $304 | 03/31/2024 |
Entropy Technologies LP | 710 | $303 | 12/31/2023 |
MA | 710 | $303 | 12/31/2023 |
Carolina Wealth Advisors LLC | 627 | $302 | 03/31/2024 |
MA | 627 | $302 | 03/31/2024 |
Osborne Partners Capital Management LLC | 709 | $302 | 12/31/2023 |
MA | 709 | $302 | 12/31/2023 |
Wellington Shields & Co. LLC | 707 | $302 | 12/31/2023 |
MA | 707 | $302 | 12/31/2023 |
Drake & Associates LLC | 708 | $302 | 12/31/2023 |
MA | 708 | $302 | 12/31/2023 |
Kapstone Financial Advisors LLC | 692 | $302 | 12/31/2023 |
MA | 692 | $302 | 12/31/2023 |
Hendley & Co. Inc. | 705 | $301 | 12/31/2023 |
MA | 705 | $301 | 12/31/2023 |
BancFirst Trust & Investment Management | 624 | $300 | 03/31/2024 |
MA | 624 | $300 | 03/31/2024 |
Midwest Professional Planners LTD. | 704 | $300 | 12/31/2023 |
MA | 704 | $300 | 12/31/2023 |
Westwood Holdings Group Inc. | 701 | $299 | 12/31/2023 |
MA | 701 | $299 | 12/31/2023 |
Financial & Tax Architects LLC | 700 | $299 | 12/31/2023 |
MA | 700 | $299 | 12/31/2023 |
Mosley Wealth Management | 616 | $297 | 03/31/2024 |
MA | 616 | $297 | 03/31/2024 |
Opal Wealth Advisors LLC | 614 | $296 | 03/31/2024 |
MA | 614 | $296 | 03/31/2024 |
Highview Capital Management LLC DE | 695 | $296 | 12/31/2023 |
MA | 695 | $296 | 12/31/2023 |
Leonard Rickey Investment Advisors P.L.L.C. | 613 | $295 | 03/31/2024 |
MA | 613 | $295 | 03/31/2024 |
Godsey & Gibb Associates | 691 | $295 | 12/31/2023 |
MA | 691 | $295 | 12/31/2023 |
Phoenix Wealth Advisors | 700 | $295 | 12/31/2023 |
MA | 700 | $295 | 12/31/2023 |
Sustainable Insight Capital Management LLC | 690 | $294 | 12/31/2023 |
MA | 690 | $294 | 12/31/2023 |
Acorn Financial Advisory Services Inc. ADV | 686 | $293 | 12/31/2023 |
MA | 686 | $293 | 12/31/2023 |
Noesis Capital Mangement Corp | 688 | $293 | 12/31/2023 |
MA | 688 | $293 | 12/31/2023 |
CM Wealth Advisors LLC | 688 | $293 | 12/31/2023 |
MA | 688 | $293 | 12/31/2023 |
Teamwork Financial Advisors LLC | 606 | $292 | 03/31/2024 |
MA | 606 | $292 | 03/31/2024 |
Frisch Financial Group Inc. | 685 | $292 | 12/31/2023 |
MA | 685 | $292 | 12/31/2023 |
Paulson Wealth Management Inc. | 683 | $291 | 12/31/2023 |
MA | 683 | $291 | 12/31/2023 |
Cowa LLC | 683 | $291 | 12/31/2023 |
MA | 683 | $291 | 12/31/2023 |
Darwin Advisors LLC | 680 | $290 | 12/31/2023 |
MA | 680 | $290 | 12/31/2023 |
Ballast Inc. | 680 | $290 | 12/31/2023 |
MA | 680 | $290 | 12/31/2023 |
Systematic Portfolios LLC | 680 | $290 | 12/31/2023 |
MA | 680 | $290 | 12/31/2023 |
Coho Partners Ltd. | 678 | $289 | 12/31/2023 |
MA | 678 | $289 | 12/31/2023 |
Occidental Asset Management LLC | 598 | $288 | 03/31/2024 |
MA | 598 | $288 | 03/31/2024 |
Barrett & Company Inc. | 596 | $287 | 03/31/2024 |
MA | 596 | $287 | 03/31/2024 |
Baldwin Brothers Inc. MA | 596 | $287 | 03/31/2024 |
MA | 596 | $287 | 03/31/2024 |
Hanson & Doremus Investment Management | 595 | $287 | 03/31/2024 |
MA | 595 | $287 | 03/31/2024 |
HHM Wealth Advisors LLC | 673 | $287 | 12/31/2023 |
MA | 673 | $287 | 12/31/2023 |
Element Pointe Advisors LLC | 673 | $287 | 12/31/2023 |
MA | 673 | $287 | 12/31/2023 |
Sound Income Strategies LLC | 591 | $285 | 03/31/2024 |
MA | 591 | $285 | 03/31/2024 |
Versant Capital Management Inc | 591 | $285 | 03/31/2024 |
MA | 591 | $285 | 03/31/2024 |
Hexagon Capital Partners LLC | 592 | $285 | 03/31/2024 |
MA | 592 | $285 | 03/31/2024 |
Gilman Hill Asset Management LLC | 589 | $284 | 03/31/2024 |
MA | 589 | $284 | 03/31/2024 |
Morton Capital Management LLC CA | 587 | $283 | 03/31/2024 |
MA | 587 | $283 | 03/31/2024 |
Hofer & Associates. Inc | 586 | $282 | 03/31/2024 |
MA | 586 | $282 | 03/31/2024 |
Benedetti & Gucer Inc. | 662 | $282 | 12/31/2023 |
MA | 662 | $282 | 12/31/2023 |
Marble Harbor Investment Counsel LLC | 660 | $281 | 12/31/2023 |
MA | 660 | $281 | 12/31/2023 |
Moss Adams Wealth Advisors LLC | 658 | $281 | 12/31/2023 |
MA | 658 | $281 | 12/31/2023 |
Nadler Financial Group Inc. | 657 | $280 | 12/31/2023 |
MA | 657 | $280 | 12/31/2023 |
XML Financial LLC | 657 | $280 | 12/31/2023 |
MA | 657 | $280 | 12/31/2023 |
Newbridge Financial Services Group Inc. | 657 | $280 | 12/31/2023 |
MA | 657 | $280 | 12/31/2023 |
Oak Harbor Wealth Partners LLC | 657 | $280 | 12/31/2023 |
MA | 657 | $280 | 12/31/2023 |
Greenwood Capital Associates LLC | 655 | $279 | 12/31/2023 |
MA | 655 | $279 | 12/31/2023 |
Well Done LLC | 578 | $278 | 03/31/2024 |
MA | 578 | $278 | 03/31/2024 |
Phillips Financial Management LLC | 651 | $278 | 12/31/2023 |
MA | 651 | $278 | 12/31/2023 |
Operose Advisors LLC | 652 | $278 | 12/31/2023 |
MA | 652 | $278 | 12/31/2023 |
Franklin Street Advisors Inc. NC | 576 | $277 | 03/31/2024 |
MA | 576 | $277 | 03/31/2024 |
Founders Financial Securities LLC | 573 | $276 | 03/31/2024 |
MA | 573 | $276 | 03/31/2024 |
Trinity Financial Advisors LLC | 573 | $276 | 03/31/2024 |
MA | 573 | $276 | 03/31/2024 |
Blackhawk Capital Partners LLC. | 647 | $276 | 12/31/2023 |
MA | 647 | $276 | 12/31/2023 |
Capital Investment Counsel Inc | 644 | $275 | 12/31/2023 |
MA | 644 | $275 | 12/31/2023 |
Coastal Bridge Advisors LLC | 645 | $275 | 12/31/2023 |
MA | 645 | $275 | 12/31/2023 |
ISAM Funds UK Ltd | 644 | $275 | 12/31/2023 |
MA | 644 | $275 | 12/31/2023 |
Garden State Investment Advisory Services LLC | 645 | $275 | 12/31/2023 |
MA | 645 | $275 | 12/31/2023 |
Wagner Wealth Management LLC | 642 | $274 | 12/31/2023 |
MA | 642 | $274 | 12/31/2023 |
Canvas Wealth Advisors LLC | 639 | $274 | 12/31/2023 |
MA | 639 | $274 | 12/31/2023 |
One Degree Advisors Inc | 600 | $274 | 12/31/2023 |
MA | 600 | $274 | 12/31/2023 |
Baron Wealth Management LLC | 640 | $273 | 12/31/2023 |
MA | 640 | $273 | 12/31/2023 |
Stage Harbor Financial LLC | 635 | $271 | 12/31/2023 |
MA | 635 | $271 | 12/31/2023 |
Meyer Handelman Co. | 560 | $270 | 03/31/2024 |
MA | 560 | $270 | 03/31/2024 |
Roberts Glore & Co. Inc. IL | 633 | $270 | 12/31/2023 |
MA | 633 | $270 | 12/31/2023 |
Chicago Wealth Management Inc. | 632 | $270 | 12/31/2023 |
MA | 632 | $270 | 12/31/2023 |
Krueger & Catalano Capital Partners LLC | 631 | $269 | 12/31/2023 |
MA | 631 | $269 | 12/31/2023 |
Financial Advisory Service Inc. | 628 | $268 | 12/31/2023 |
MA | 628 | $268 | 12/31/2023 |
Glass Jacobson Investment Advisors llc | 624 | $266 | 12/31/2023 |
MA | 624 | $266 | 12/31/2023 |
Financial Advisory Partners LLC | 550 | $265 | 03/31/2024 |
MA | 550 | $265 | 03/31/2024 |
Garner Asset Management Corp | 578 | $265 | 12/31/2023 |
MA | 578 | $265 | 12/31/2023 |
Fi3 FINANCIAL ADVISORS LLC | 620 | $265 | 12/31/2023 |
MA | 620 | $265 | 12/31/2023 |
West Michigan Advisors LLC | 621 | $265 | 12/31/2023 |
MA | 621 | $265 | 12/31/2023 |
Wealth Effects LLC | 548 | $264 | 03/31/2024 |
MA | 548 | $264 | 03/31/2024 |
Humankind Investments LLC | 615 | $262 | 12/31/2023 |
MA | 615 | $262 | 12/31/2023 |
Luts & Greenleigh Group Inc. | 615 | $262 | 12/31/2023 |
MA | 615 | $262 | 12/31/2023 |
Fortitude Family Office LLC | 542 | $261 | 03/31/2024 |
MA | 542 | $261 | 03/31/2024 |
Fulton Breakefield Broenniman LLC | 612 | $261 | 12/31/2023 |
MA | 612 | $261 | 12/31/2023 |
Castle Rock Wealth Management LLC | 624 | $261 | 12/31/2023 |
MA | 624 | $261 | 12/31/2023 |
Tower View Investment Management & Research LLC | 608 | $259 | 12/31/2023 |
MA | 608 | $259 | 12/31/2023 |
Tufton Capital Management | 604 | $258 | 12/31/2023 |
MA | 604 | $258 | 12/31/2023 |
Fusion Family Wealth LLC | 602 | $257 | 12/31/2023 |
MA | 602 | $257 | 12/31/2023 |
Black Diamond Financial LLC | 602 | $257 | 12/31/2023 |
MA | 602 | $257 | 12/31/2023 |
KFA Private Wealth Group LLC | 604 | $257 | 12/31/2023 |
MA | 604 | $257 | 12/31/2023 |
RE Dickinson Investment Advisors LLC | 600 | $256 | 12/31/2023 |
MA | 600 | $256 | 12/31/2023 |
American Capital Advisory LLC | 600 | $256 | 12/31/2023 |
MA | 600 | $256 | 12/31/2023 |
Vaughan David Investments LLC IL | 597 | $255 | 12/31/2023 |
MA | 597 | $255 | 12/31/2023 |
GSA Capital Partners LLP | 597 | $255 | 12/31/2023 |
MA | 597 | $255 | 12/31/2023 |
Bond & Devick Financial Network Inc. | 595 | $254 | 12/31/2023 |
MA | 595 | $254 | 12/31/2023 |
Capital Advisory Group Advisory Services LLC | 523 | $252 | 03/31/2024 |
MA | 523 | $252 | 03/31/2024 |
Klein Pavlis & Peasley Financial Inc. | 592 | $252 | 12/31/2023 |
MA | 592 | $252 | 12/31/2023 |
Berkeley Capital Partners LLC | 589 | $251 | 12/31/2023 |
MA | 589 | $251 | 12/31/2023 |
Lpwm LLC | 532 | $250 | 03/31/2024 |
MA | 532 | $250 | 03/31/2024 |
Bank of New Hampshire | 520 | $250 | 03/31/2024 |
MA | 520 | $250 | 03/31/2024 |
Cahaba Wealth Management Inc. | 518 | $249 | 03/31/2024 |
MA | 518 | $249 | 03/31/2024 |
Emerald Advisors LLC | 585 | $249 | 12/31/2023 |
MA | 585 | $249 | 12/31/2023 |
AJ Advisors LLC | 581 | $248 | 12/31/2023 |
MA | 581 | $248 | 12/31/2023 |
Boston Common Asset Management LLC | 512 | $247 | 03/31/2024 |
MA | 512 | $247 | 03/31/2024 |
Wintrust Investments LLC | 578 | $247 | 12/31/2023 |
MA | 578 | $247 | 12/31/2023 |
Columbia Trust Co 01012016 | 578 | $247 | 12/31/2023 |
MA | 578 | $247 | 12/31/2023 |
Eubel Brady & Suttman Asset Management Inc. | 577 | $246 | 12/31/2023 |
MA | 577 | $246 | 12/31/2023 |
Tennessee Valley Asset Management Partners | 577 | $246 | 12/31/2023 |
MA | 577 | $246 | 12/31/2023 |
GDS Wealth Management | 577 | $246 | 12/31/2023 |
MA | 577 | $246 | 12/31/2023 |
Legacy Financial Strategies LLC | 508 | $245 | 03/31/2024 |
MA | 508 | $245 | 03/31/2024 |
Fermata Advisors LLC | 509 | $245 | 03/31/2024 |
MA | 509 | $245 | 03/31/2024 |
Cannell Peter B & Co. Inc. | 575 | $245 | 12/31/2023 |
MA | 575 | $245 | 12/31/2023 |
Legacy Bridge LLC | 575 | $245 | 12/31/2023 |
MA | 575 | $245 | 12/31/2023 |
Apeiron RIA LLC | 506 | $244 | 03/31/2024 |
MA | 506 | $244 | 03/31/2024 |
Meridian Investment Counsel Inc. | 572 | $244 | 12/31/2023 |
MA | 572 | $244 | 12/31/2023 |
Elwood & Goetz Wealth Advisory Group LLC | 573 | $244 | 12/31/2023 |
MA | 573 | $244 | 12/31/2023 |
EWA LLC | 529 | $244 | 12/31/2023 |
MA | 529 | $244 | 12/31/2023 |
Andina Capital Management LLC | 504 | $243 | 03/31/2024 |
MA | 504 | $243 | 03/31/2024 |
Gratus Capital LLC | 569 | $243 | 12/31/2023 |
MA | 569 | $243 | 12/31/2023 |
Titleist Asset Management LLC | 570 | $243 | 12/31/2023 |
MA | 570 | $243 | 12/31/2023 |
Northside Capital Management LLC | 503 | $242 | 03/31/2024 |
MA | 503 | $242 | 03/31/2024 |
Alerus Financial NA | 568 | $242 | 12/31/2023 |
MA | 568 | $242 | 12/31/2023 |
Arcadia Investment Management Corp MI | 568 | $242 | 12/31/2023 |
MA | 568 | $242 | 12/31/2023 |
Breed s Hill Capital LLC | 567 | $242 | 12/31/2023 |
MA | 567 | $242 | 12/31/2023 |
TCP Asset Management LLC | 501 | $241 | 03/31/2024 |
MA | 501 | $241 | 03/31/2024 |
Channel Wealth LLC | 500 | $241 | 03/31/2024 |
MA | 500 | $241 | 03/31/2024 |
Global Strategic Investment Solutions LLC | 565 | $241 | 12/31/2023 |
MA | 565 | $241 | 12/31/2023 |
TFB Advisors LLC | 562 | $240 | 12/31/2023 |
MA | 562 | $240 | 12/31/2023 |
Rooted Wealth Advisors Inc. | 499 | $239 | 03/31/2024 |
MA | 499 | $239 | 03/31/2024 |
Payden & Rygel | 560 | $239 | 12/31/2023 |
MA | 560 | $239 | 12/31/2023 |
BIP Wealth LLC | 560 | $239 | 12/31/2023 |
MA | 560 | $239 | 12/31/2023 |
Gibson Capital LLC | 495 | $238 | 03/31/2024 |
MA | 495 | $238 | 03/31/2024 |
Northstar Asset Management LLC | 559 | $238 | 12/31/2023 |
MA | 559 | $238 | 12/31/2023 |
Watershed Private Wealth LLC | 559 | $238 | 12/31/2023 |
MA | 559 | $238 | 12/31/2023 |
Financial Management Professionals Inc. | 492 | $237 | 03/31/2024 |
MA | 492 | $237 | 03/31/2024 |
Monograph Wealth Advisors LLC | 555 | $237 | 12/31/2023 |
MA | 555 | $237 | 12/31/2023 |
Fountainhead AM LLC | 556 | $237 | 12/31/2023 |
MA | 556 | $237 | 12/31/2023 |
GoalVest Advisory LLC | 490 | $236 | 03/31/2024 |
MA | 490 | $236 | 03/31/2024 |
Marco Investment Management LLC | 552 | $235 | 12/31/2023 |
MA | 552 | $235 | 12/31/2023 |
Glassy Mountain Advisors Inc. | 550 | $235 | 12/31/2023 |
MA | 550 | $235 | 12/31/2023 |
Sumitomo Mitsui Financial Group Inc. | 550 | $234 | 12/31/2023 |
MA | 550 | $234 | 12/31/2023 |
GW Henssler & Associates Ltd. | 546 | $233 | 12/31/2023 |
MA | 546 | $233 | 12/31/2023 |
O Dell Group LLC | 546 | $233 | 12/31/2023 |
MA | 546 | $233 | 12/31/2023 |
N.E.W. Advisory Services LLC | 547 | $233 | 12/31/2023 |
MA | 547 | $233 | 12/31/2023 |
Jackson Thornton Asset Management LLC | 546 | $233 | 12/31/2023 |
MA | 546 | $233 | 12/31/2023 |
First American Trust FSB | 543 | $232 | 12/31/2023 |
MA | 543 | $232 | 12/31/2023 |
Integral Investment Advisors Inc. | 544 | $232 | 12/31/2023 |
MA | 544 | $232 | 12/31/2023 |
Wharton Business Group LLC | 541 | $231 | 12/31/2023 |
MA | 541 | $231 | 12/31/2023 |
Yoder Wealth Management Inc. | 477 | $230 | 03/31/2024 |
MA | 477 | $230 | 03/31/2024 |
Fluent Financial LLC | 475 | $229 | 03/31/2024 |
MA | 475 | $229 | 03/31/2024 |
Von Berge Wealth Management Group LLC | 475 | $229 | 03/31/2024 |
MA | 475 | $229 | 03/31/2024 |
West Bancorporation Inc. | 538 | $229 | 12/31/2023 |
MA | 538 | $229 | 12/31/2023 |
Holistic Financial Partners | 538 | $229 | 12/31/2023 |
MA | 538 | $229 | 12/31/2023 |
Activest Wealth Management | 536 | $229 | 12/31/2023 |
MA | 536 | $229 | 12/31/2023 |
Exchange Capital Management Inc. | 473 | $228 | 03/31/2024 |
MA | 473 | $228 | 03/31/2024 |
Engineers Gate Manager LP | 535 | $228 | 12/31/2023 |
MA | 535 | $228 | 12/31/2023 |
Crown Wealth Group LLC | 535 | $228 | 12/31/2023 |
MA | 535 | $228 | 12/31/2023 |
STA Wealth Management LLC | 533 | $227 | 12/31/2023 |
MA | 533 | $227 | 12/31/2023 |
Investment Advisory Group LLC | 533 | $227 | 12/31/2023 |
MA | 533 | $227 | 12/31/2023 |
Moody Aldrich Partners LLC | 530 | $226 | 12/31/2023 |
MA | 530 | $226 | 12/31/2023 |
WealthShield Partners LLC | 527 | $225 | 12/31/2023 |
MA | 527 | $225 | 12/31/2023 |
Rodgers Brothers Inc. | 526 | $224 | 12/31/2023 |
MA | 526 | $224 | 12/31/2023 |
Brooktree Capital Management | 524 | $223 | 12/31/2023 |
MA | 524 | $223 | 12/31/2023 |
Cornell Pochily Investment Advisors Inc. | 524 | $223 | 12/31/2023 |
MA | 524 | $223 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 524 | $223 | 12/31/2023 |
MA | 524 | $223 | 12/31/2023 |
Lodestar Private Asset Management LLC | 522 | $223 | 12/31/2023 |
MA | 522 | $223 | 12/31/2023 |
First Financial Bank Trust Division | 461 | $222 | 03/31/2024 |
MA | 461 | $222 | 03/31/2024 |
Safeguard Financial LLC | 458 | $221 | 03/31/2024 |
MA | 458 | $221 | 03/31/2024 |
Motive Wealth Advisors | 519 | $221 | 12/31/2023 |
MA | 519 | $221 | 12/31/2023 |
West Paces Advisors Inc. | 457 | $220 | 03/31/2024 |
MA | 457 | $220 | 03/31/2024 |
Wealthquest Corp | 515 | $220 | 12/31/2023 |
MA | 515 | $220 | 12/31/2023 |
Thrive Capital Management LLC | 515 | $220 | 12/31/2023 |
MA | 515 | $220 | 12/31/2023 |
Financial Partners Group Inc | 515 | $219 | 12/31/2023 |
MA | 515 | $219 | 12/31/2023 |
Benchmark Financial Wealth Advisors LLC | 454 | $218 | 03/31/2024 |
MA | 454 | $218 | 03/31/2024 |
GPM Growth Investors Inc. | 511 | $218 | 12/31/2023 |
MA | 511 | $218 | 12/31/2023 |
Center For Asset Management LLC | 511 | $218 | 12/31/2023 |
MA | 511 | $218 | 12/31/2023 |
Apollon Financial LLC | 511 | $218 | 12/31/2023 |
MA | 511 | $218 | 12/31/2023 |
Capital Advisors Wealth Management LLC | 451 | $217 | 03/31/2024 |
MA | 451 | $217 | 03/31/2024 |
Schulz Wealth LTD. | 450 | $217 | 03/31/2024 |
MA | 450 | $217 | 03/31/2024 |
Portfolio Strategies Inc. | 507 | $216 | 12/31/2023 |
MA | 507 | $216 | 12/31/2023 |
Granite Group Advisors LLC | 460 | $216 | 12/31/2023 |
MA | 460 | $216 | 12/31/2023 |
Financial Enhancement Group LLC | 463 | $215 | 03/31/2024 |
MA | 463 | $215 | 03/31/2024 |
1776 Wealth LLC | 505 | $215 | 12/31/2023 |
MA | 505 | $215 | 12/31/2023 |
Private Ocean LLC | 445 | $214 | 03/31/2024 |
MA | 445 | $214 | 03/31/2024 |
Landmark Wealth Management LLC | 501 | $214 | 12/31/2023 |
MA | 501 | $214 | 12/31/2023 |
Abundance Wealth Counselors | 442 | $213 | 03/31/2024 |
MA | 442 | $213 | 03/31/2024 |
Strategic Financial Concepts LLC | 442 | $213 | 03/31/2024 |
MA | 442 | $213 | 03/31/2024 |
Foguth Wealth Management LLC. | 443 | $213 | 03/31/2024 |
MA | 443 | $213 | 03/31/2024 |
Doheny Asset Management CA | 500 | $213 | 12/31/2023 |
MA | 500 | $213 | 12/31/2023 |
Braun Bostich & Associates Inc. | 499 | $213 | 12/31/2023 |
MA | 499 | $213 | 12/31/2023 |
Walkner Condon Financial Advisors LLC | 500 | $213 | 12/31/2023 |
MA | 500 | $213 | 12/31/2023 |
Lountzis Asset Management LLC | 500 | $213 | 12/31/2023 |
MA | 500 | $213 | 12/31/2023 |
ASB Consultores LLC | 499 | $213 | 12/31/2023 |
MA | 499 | $213 | 12/31/2023 |
MRP Capital Investments LLC | 500 | $213 | 12/31/2023 |
MA | 500 | $213 | 12/31/2023 |
Builder Investment Group Inc. ADV | 496 | $212 | 12/31/2023 |
MA | 496 | $212 | 12/31/2023 |
LS Investment Advisors LLC | 498 | $212 | 12/31/2023 |
MA | 498 | $212 | 12/31/2023 |
Pitti Group Wealth Management LLC | 497 | $212 | 12/31/2023 |
MA | 497 | $212 | 12/31/2023 |
Acorn Creek Capital LLC | 498 | $212 | 12/31/2023 |
MA | 498 | $212 | 12/31/2023 |
Central Bank & Trust Co. | 438 | $211 | 03/31/2024 |
MA | 438 | $211 | 03/31/2024 |
ELCO Management Co. LLC | 495 | $211 | 12/31/2023 |
MA | 495 | $211 | 12/31/2023 |
Centennial Wealth Advisory LLC | 437 | $210 | 03/31/2024 |
MA | 437 | $210 | 03/31/2024 |
Investmark Advisory Group LLC | 492 | $210 | 12/31/2023 |
MA | 492 | $210 | 12/31/2023 |
ERn Financial LLC | 434 | $209 | 03/31/2024 |
MA | 434 | $209 | 03/31/2024 |
Jessup Wealth Management Inc | 433 | $209 | 03/31/2024 |
MA | 433 | $209 | 03/31/2024 |
Kingfisher Capital LLC | 491 | $209 | 12/31/2023 |
MA | 491 | $209 | 12/31/2023 |
J.Safra Asset Management Corp | 490 | $209 | 12/31/2023 |
MA | 490 | $209 | 12/31/2023 |
DiNuzzo Private Wealth Inc. | 491 | $209 | 12/31/2023 |
MA | 491 | $209 | 12/31/2023 |
Evolution Wealth Advisors LLC | 431 | $208 | 03/31/2024 |
MA | 431 | $208 | 03/31/2024 |
Accredited Investors Inc. | 487 | $208 | 12/31/2023 |
MA | 487 | $208 | 12/31/2023 |
IMPACTfolio LLC | 430 | $207 | 03/31/2024 |
MA | 430 | $207 | 03/31/2024 |
Transcendent Capital Group LLC | 429 | $207 | 03/31/2024 |
MA | 429 | $207 | 03/31/2024 |
Regimen Wealth LLC | 486 | $207 | 12/31/2023 |
MA | 486 | $207 | 12/31/2023 |
Carolinas Wealth Consulting LLC | 484 | $206 | 12/31/2023 |
MA | 484 | $206 | 12/31/2023 |
Encompass More Asset Management | 483 | $206 | 12/31/2023 |
MA | 483 | $206 | 12/31/2023 |
Integrated Investment Consultants LLC | 425 | $205 | 03/31/2024 |
MA | 425 | $205 | 03/31/2024 |
Pensionmark Financial Group LLC | 480 | $205 | 12/31/2023 |
MA | 480 | $205 | 12/31/2023 |
Precedent Wealth Partners LLC | 480 | $205 | 12/31/2023 |
MA | 480 | $205 | 12/31/2023 |
BluePath Capital Management LLC | 425 | $204 | 03/31/2024 |
MA | 425 | $204 | 03/31/2024 |
Financial Security Advisor Inc. | 423 | $204 | 03/31/2024 |
MA | 423 | $204 | 03/31/2024 |
Heathbridge Capital Management Ltd. | 475 | $203 | 12/31/2023 |
MA | 475 | $203 | 12/31/2023 |
Financial Symmetry Inc | 476 | $203 | 12/31/2023 |
MA | 476 | $203 | 12/31/2023 |
Mirador Capital Partners LP | 419 | $202 | 03/31/2024 |
MA | 419 | $202 | 03/31/2024 |
Oliver Luxxe Assets LLC | 419 | $202 | 03/31/2024 |
MA | 419 | $202 | 03/31/2024 |
Traynor Capital Management Inc. | 419 | $202 | 03/31/2024 |
MA | 419 | $202 | 03/31/2024 |
O ROURKE & COMPANY Inc | 420 | $202 | 03/31/2024 |
MA | 420 | $202 | 03/31/2024 |
Johnson Bixby & Associates LLC | 418 | $201 | 03/31/2024 |
MA | 418 | $201 | 03/31/2024 |
Palogic Value Management L.P. | 471 | $201 | 12/31/2023 |
MA | 471 | $201 | 12/31/2023 |
Camden National Bank | 472 | $201 | 12/31/2023 |
MA | 472 | $201 | 12/31/2023 |
Alta Wealth Advisors LLC | 471 | $201 | 12/31/2023 |
MA | 471 | $201 | 12/31/2023 |
Pinnacle Holdings LLC | 456 | $194 | 12/31/2023 |
MA | 456 | $194 | 12/31/2023 |
Citizens National Bank Trust Department | 455 | $194 | 12/31/2023 |
MA | 455 | $194 | 12/31/2023 |
Pacific Capital Wealth Advisors Inc. | 449 | $192 | 12/31/2023 |
MA | 449 | $192 | 12/31/2023 |
Bell Investment Advisors Inc | 438 | $187 | 12/31/2023 |
MA | 438 | $187 | 12/31/2023 |
Motco | 437 | $186 | 12/31/2023 |
MA | 437 | $186 | 12/31/2023 |
Ables Iannone Moore & Associates Inc. | 435 | $186 | 12/31/2023 |
MA | 435 | $186 | 12/31/2023 |
Garde Capital Inc. | 428 | $183 | 12/31/2023 |
MA | 428 | $183 | 12/31/2023 |
Resources Management Corp CT ADV | 427 | $182 | 12/31/2023 |
MA | 427 | $182 | 12/31/2023 |
Core Alternative Capital | 426 | $182 | 12/31/2023 |
MA | 426 | $182 | 12/31/2023 |
Wolff Wiese Magana LLC | 369 | $178 | 03/31/2024 |
MA | 369 | $178 | 03/31/2024 |
Planned Solutions Inc. | 414 | $177 | 12/31/2023 |
MA | 414 | $177 | 12/31/2023 |
Thompson Siegel & Walmsley LLC | 410 | $175 | 12/31/2023 |
MA | 410 | $175 | 12/31/2023 |
Pin Oak Investment Advisors Inc. | 410 | $175 | 12/31/2023 |
MA | 410 | $175 | 12/31/2023 |
Pacific Center for Financial Services | 407 | $174 | 12/31/2023 |
MA | 407 | $174 | 12/31/2023 |
Addison Advisors LLC | 400 | $171 | 12/31/2023 |
MA | 400 | $171 | 12/31/2023 |
Armstrong Advisory Group Inc. | 348 | $168 | 03/31/2024 |
MA | 348 | $168 | 03/31/2024 |
Fairfield Bush & CO. | 390 | $166 | 12/31/2023 |
MA | 390 | $166 | 12/31/2023 |
Caitlin John LLC | 390 | $166 | 12/31/2023 |
MA | 390 | $166 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 377 | $161 | 12/31/2023 |
MA | 377 | $161 | 12/31/2023 |
Transamerica Financial Advisors Inc. | 372 | $159 | 12/31/2023 |
MA | 372 | $159 | 12/31/2023 |
PFG Private Wealth Management LLC | 366 | $156 | 12/31/2023 |
MA | 366 | $156 | 12/31/2023 |
Blume Capital Management Inc. | 364 | $155 | 12/31/2023 |
MA | 364 | $155 | 12/31/2023 |
Highlander Capital Management LLC | 353 | $151 | 12/31/2023 |
MA | 353 | $151 | 12/31/2023 |
Vima LLC | 352 | $150 | 12/31/2023 |
MA | 352 | $150 | 12/31/2023 |
Bellevue Asset Management LLC | 350 | $149 | 12/31/2023 |
MA | 350 | $149 | 12/31/2023 |
McClarren Financial Advisors Inc. | 350 | $149 | 12/31/2023 |
MA | 350 | $149 | 12/31/2023 |
Orion Capital Management LLC | 350 | $149 | 12/31/2023 |
MA | 350 | $149 | 12/31/2023 |
Blue Bell Private Wealth Management LLC | 340 | $145 | 12/31/2023 |
MA | 340 | $145 | 12/31/2023 |
AJOVista LLC | 340 | $145 | 12/31/2023 |
MA | 340 | $145 | 12/31/2023 |
Cetera Trust Company N.A | 338 | $144 | 12/31/2023 |
MA | 338 | $144 | 12/31/2023 |
Cacti Asset Management LLC | 300 | $143 | 03/31/2024 |
MA | 300 | $143 | 03/31/2024 |
Private Wealth Management Group LLC | 327 | $139 | 12/31/2023 |
MA | 327 | $139 | 12/31/2023 |
Beacon Capital Management LLC | 347 | $137 | 12/31/2023 |
MA | 347 | $137 | 12/31/2023 |
Register Financial Advisors LLC | 283 | $136 | 03/31/2024 |
MA | 283 | $136 | 03/31/2024 |
Pineridge Advisors LLC | 319 | $136 | 12/31/2023 |
MA | 319 | $136 | 12/31/2023 |
Intrepid Capital Management Inc. | 316 | $135 | 12/31/2023 |
MA | 316 | $135 | 12/31/2023 |
Global Wealth Management Investment Advisory Inc. | 315 | $134 | 12/31/2023 |
MA | 315 | $134 | 12/31/2023 |
Wetzel Investment Advisors Inc. | 311 | $133 | 12/31/2023 |
MA | 311 | $133 | 12/31/2023 |
Rowland & Co. Investment Counsel ADV | 270 | $130 | 03/31/2024 |
MA | 270 | $130 | 03/31/2024 |
Greenwood Gearhart Inc. | 300 | $128 | 12/31/2023 |
MA | 300 | $128 | 12/31/2023 |
Rosenberg Matthew Hamilton | 262 | $125 | 03/31/2024 |
MA | 262 | $125 | 03/31/2024 |
Washington Trust Advisors Inc. | 289 | $123 | 12/31/2023 |
MA | 289 | $123 | 12/31/2023 |
Stelac Advisory Services LLC | 282 | $119 | 12/31/2023 |
MA | 282 | $119 | 12/31/2023 |
Twin Lakes Capital Management LLC | 274 | $117 | 12/31/2023 |
MA | 274 | $117 | 12/31/2023 |
HAP Trading LLC | $115 | 12/31/2023 | |
Call | 10,200 | $128 | 12/31/2023 |
Put | 11,100 | $13 | 12/31/2023 |
Cassady Schiller Wealth Management LLC | 260 | $111 | 12/31/2023 |
MA | 260 | $111 | 12/31/2023 |
Rockbridge Investment Management LCC | 254 | $108 | 12/31/2023 |
MA | 254 | $108 | 12/31/2023 |
ZRC Wealth Management LLC | 220 | $106 | 03/31/2024 |
MA | 220 | $106 | 03/31/2024 |
Financial Connections Group Inc. | 247 | $105 | 12/31/2023 |
MA | 247 | $105 | 12/31/2023 |
PFS Partners LLC | 205 | $99 | 03/31/2024 |
MA | 205 | $99 | 03/31/2024 |
First Pacific Financial | 230 | $98 | 12/31/2023 |
MA | 230 | $98 | 12/31/2023 |
Ritter Daniher Financial Advisory LLC DE | 224 | $96 | 12/31/2023 |
MA | 224 | $96 | 12/31/2023 |
Providence Capital Advisors LLC | 222 | $95 | 12/31/2023 |
MA | 222 | $95 | 12/31/2023 |
Davis Capital Management | 197 | $94 | 03/31/2024 |
MA | 197 | $94 | 03/31/2024 |
HighMark Wealth Management LLC | 219 | $93 | 12/31/2023 |
MA | 219 | $93 | 12/31/2023 |
Mizuho Securities Co. Ltd. | 210 | $90 | 12/31/2023 |
MA | 210 | $90 | 12/31/2023 |
Evolution Advisers Inc. | 205 | $86 | 12/31/2023 |
MA | 205 | $86 | 12/31/2023 |
Bear Mountain Capital Inc. | 200 | $86 | 12/31/2023 |
MA | 200 | $86 | 12/31/2023 |
SOA Wealth Advisors LLC. | 177 | $85 | 03/31/2024 |
MA | 177 | $85 | 03/31/2024 |
Main Street Group LTD | 198 | $84 | 12/31/2023 |
MA | 198 | $84 | 12/31/2023 |
Sachetta LLC | 197 | $84 | 12/31/2023 |
MA | 197 | $84 | 12/31/2023 |
Redmont Wealth Advisors LLC | 173 | $83 | 03/31/2024 |
MA | 173 | $83 | 03/31/2024 |
E Fund Management Hong Kong Co. Ltd. | 192 | $82 | 12/31/2023 |
MA | 192 | $82 | 12/31/2023 |
Bangor Savings Bank | 165 | $79 | 03/31/2024 |
MA | 165 | $79 | 03/31/2024 |
Raleigh Capital Management Inc. | 185 | $79 | 12/31/2023 |
MA | 185 | $79 | 12/31/2023 |
Hobbs Group Advisors LLC | 185 | $79 | 12/31/2023 |
MA | 185 | $79 | 12/31/2023 |
Tortoise Investment Management LLC | 183 | $78 | 12/31/2023 |
MA | 183 | $78 | 12/31/2023 |
Jackson Grant Investment Advisers Inc. | 182 | $78 | 12/31/2023 |
MA | 182 | $78 | 12/31/2023 |
FWL Investment Management LLC | 175 | $75 | 12/31/2023 |
MA | 175 | $75 | 12/31/2023 |
Bruce G. Allen Investments LLC | 149 | $72 | 03/31/2024 |
MA | 149 | $72 | 03/31/2024 |
Ogorek Anthony Joseph NY ADV | 167 | $71 | 12/31/2023 |
MA | 167 | $71 | 12/31/2023 |
DB Wealth Management Group LLC | 167 | $71 | 12/31/2023 |
MA | 167 | $71 | 12/31/2023 |
Jamison Private Wealth Management Inc. | 163 | $69 | 12/31/2023 |
MA | 163 | $69 | 12/31/2023 |
Northwest Capital Management Inc | 137 | $66 | 03/31/2024 |
MA | 137 | $66 | 03/31/2024 |
Global Wealth Strategies & Associates | 137 | $66 | 03/31/2024 |
MA | 137 | $66 | 03/31/2024 |
Estabrook Capital Management | 153 | $65 | 12/31/2023 |
MA | 153 | $65 | 12/31/2023 |
Frazier Financial Advisors LLC | 153 | $65 | 12/31/2023 |
MA | 153 | $65 | 12/31/2023 |
Nemes Rush Group LLC | 145 | $62 | 12/31/2023 |
MA | 145 | $62 | 12/31/2023 |
Hallmark Capital Management Inc. | 142 | $61 | 12/31/2023 |
MA | 142 | $61 | 12/31/2023 |
Sugarloaf Wealth Management LLC | 140 | $60 | 12/31/2023 |
MA | 140 | $60 | 12/31/2023 |
Cornerstone Planning Group LLC | 140 | $60 | 12/31/2023 |
MA | 140 | $60 | 12/31/2023 |
Trifecta Capital Advisors LLC | 120 | $58 | 03/31/2024 |
MA | 120 | $58 | 03/31/2024 |
O Brien Wealth Partners LLC | 118 | $57 | 03/31/2024 |
MA | 118 | $57 | 03/31/2024 |
JCIC Asset Management Inc. | 134 | $57 | 12/31/2023 |
MA | 134 | $57 | 12/31/2023 |
First Community Trust NA | 117 | $56 | 03/31/2024 |
MA | 117 | $56 | 03/31/2024 |
Geo Capital Gestora de Recursos Ltd | 128 | $55 | 12/31/2023 |
MA | 128 | $55 | 12/31/2023 |
Mango Five Family Inc. | 130 | $55 | 12/31/2023 |
MA | 130 | $55 | 12/31/2023 |
Coston McIsaac & Partners | 111 | $53 | 03/31/2024 |
MA | 111 | $53 | 03/31/2024 |
Country Trust Bank | 107 | $52 | 03/31/2024 |
MA | 107 | $52 | 03/31/2024 |
Proffitt & Goodson Inc. | 122 | $52 | 12/31/2023 |
MA | 122 | $52 | 12/31/2023 |
Retirement Group LLC | 120 | $51 | 12/31/2023 |
MA | 120 | $51 | 12/31/2023 |
Winthrop Capital Management LLC | 120 | $51 | 12/31/2023 |
MA | 120 | $51 | 12/31/2023 |
DAGCO Inc. | 114 | $49 | 12/31/2023 |
MA | 114 | $49 | 12/31/2023 |
Dynamic Wealth Strategies LLC | 114 | $49 | 12/31/2023 |
MA | 114 | $49 | 12/31/2023 |
CoreFirst Bank & Trust | 115 | $49 | 12/31/2023 |
MA | 115 | $49 | 12/31/2023 |
Burkett Financial Services LLC | 100 | $48 | 03/31/2024 |
MA | 100 | $48 | 03/31/2024 |
Legend Financial Advisors Inc. | 100 | $48 | 03/31/2024 |
MA | 100 | $48 | 03/31/2024 |
Investors Research Corp | 107 | $46 | 12/31/2023 |
MA | 107 | $46 | 12/31/2023 |
EntryPoint Capital LLC | 109 | $46 | 12/31/2023 |
MA | 109 | $46 | 12/31/2023 |
Avion Wealth | 106 | $45 | 12/31/2023 |
MA | 106 | $45 | 12/31/2023 |
SJS Investment Consulting Inc. | 91 | $44 | 03/31/2024 |
MA | 91 | $44 | 03/31/2024 |
Strategic Investment Solutions Inc. IL | 103 | $44 | 12/31/2023 |
MA | 103 | $44 | 12/31/2023 |
Stephenson National Bank & Trust | 89 | $43 | 03/31/2024 |
MA | 89 | $43 | 03/31/2024 |
AllSquare Wealth Management LLC | 100 | $43 | 12/31/2023 |
MA | 100 | $43 | 12/31/2023 |
Center for Financial Planning Inc. | 100 | $43 | 12/31/2023 |
MA | 100 | $43 | 12/31/2023 |
Long Island Wealth Management Inc. | 101 | $43 | 12/31/2023 |
MA | 101 | $43 | 12/31/2023 |
Rocky Mountain Advisers LLC | 98 | $42 | 12/31/2023 |
MA | 98 | $42 | 12/31/2023 |
Maryland Capital Advisors Inc. | 85 | $41 | 03/31/2024 |
MA | 85 | $41 | 03/31/2024 |
Mascoma Wealth Management LLC | 95 | $41 | 12/31/2023 |
MA | 95 | $41 | 12/31/2023 |
Criterion Capital Advisors LLC | 78 | $38 | 03/31/2024 |
MA | 78 | $38 | 03/31/2024 |
Barometer Capital Management Inc. | 90 | $38 | 12/31/2023 |
MA | 90 | $38 | 12/31/2023 |
Accordant Advisory Group Inc | 76 | $37 | 03/31/2024 |
MA | 76 | $37 | 03/31/2024 |
Sittner & Nelson LLC | 87 | $37 | 12/31/2023 |
MA | 87 | $37 | 12/31/2023 |
RFP Financial Group LLC | 87 | $37 | 12/31/2023 |
MA | 87 | $37 | 12/31/2023 |
Frank Rimerman Advisors LLC | 87 | $37 | 12/31/2023 |
MA | 87 | $37 | 12/31/2023 |
Focused Wealth Management Inc | 83 | $35 | 12/31/2023 |
MA | 83 | $35 | 12/31/2023 |
Ulland Investment Advisors LLC | 82 | $35 | 12/31/2023 |
MA | 82 | $35 | 12/31/2023 |
Creative Capital Management Investments LLC | 82 | $35 | 12/31/2023 |
MA | 82 | $35 | 12/31/2023 |
Impact Partnership Wealth LLC | 83 | $35 | 12/31/2023 |
MA | 83 | $35 | 12/31/2023 |
Aspect Partners LLC | 83 | $35 | 12/31/2023 |
MA | 83 | $35 | 12/31/2023 |
AlphaMark Advisors LLC | 70 | $34 | 03/31/2024 |
MA | 70 | $34 | 03/31/2024 |
Delta Asset Management LLC TN | 80 | $34 | 12/31/2023 |
MA | 80 | $34 | 12/31/2023 |
West Tower Group LLC | 79 | $34 | 12/31/2023 |
MA | 79 | $34 | 12/31/2023 |
First Personal Financial Services | 78 | $33 | 12/31/2023 |
MA | 78 | $33 | 12/31/2023 |
Riggs Asset Managment Co. Inc. | 73 | $31 | 12/31/2023 |
MA | 73 | $31 | 12/31/2023 |
WFA Asset Management Corp | 63 | $30 | 03/31/2024 |
MA | 63 | $30 | 03/31/2024 |
Front Row Advisors LLC | 71 | $30 | 12/31/2023 |
MA | 71 | $30 | 12/31/2023 |
Beaird Harris Wealth Management LLC | 71 | $30 | 12/31/2023 |
MA | 71 | $30 | 12/31/2023 |
Quarry LP | 69 | $29 | 12/31/2023 |
MA | 69 | $29 | 12/31/2023 |
Grayhawk Investment Strategies Inc. | 65 | $28 | 12/31/2023 |
MA | 65 | $28 | 12/31/2023 |
Scarborough Advisors LLC | 66 | $28 | 12/31/2023 |
MA | 66 | $28 | 12/31/2023 |
New England Capital Financial Advisors LLC | 66 | $28 | 12/31/2023 |
MA | 66 | $28 | 12/31/2023 |
Rogco LP | 65 | $28 | 12/31/2023 |
MA | 65 | $28 | 12/31/2023 |
Westend Capital Management LLC | 57 | $27 | 03/31/2024 |
MA | 57 | $27 | 03/31/2024 |
Annapolis Financial Services LLC | 57 | $27 | 03/31/2024 |
MA | 57 | $27 | 03/31/2024 |
LFA Lugano Financial Advisors SA | 64 | $27 | 12/31/2023 |
MA | 64 | $27 | 12/31/2023 |
Kozak & Associates Inc. | 64 | $27 | 12/31/2023 |
MA | 64 | $27 | 12/31/2023 |
Voisard Asset Management Group Inc. | 55 | $26 | 03/31/2024 |
MA | 55 | $26 | 03/31/2024 |
Altshuler Shaham Ltd | 62 | $26 | 12/31/2023 |
MA | 62 | $26 | 12/31/2023 |
VitalStone Financial LLC | 60 | $26 | 12/31/2023 |
MA | 60 | $26 | 12/31/2023 |
WealthCollab LLC | 60 | $26 | 12/31/2023 |
MA | 60 | $26 | 12/31/2023 |
Aspire Private Capital LLC | 52 | $25 | 03/31/2024 |
MA | 52 | $25 | 03/31/2024 |
Stephens Consulting LLC | 51 | $25 | 03/31/2024 |
MA | 51 | $25 | 03/31/2024 |
Financial Freedom LLC | 58 | $25 | 12/31/2023 |
MA | 58 | $25 | 12/31/2023 |
Lowe Wealth Advisors LLC | 50 | $24 | 03/31/2024 |
MA | 50 | $24 | 03/31/2024 |
Game Plan Financial Advisors LLC | 49 | $24 | 03/31/2024 |
MA | 49 | $24 | 03/31/2024 |
Stuart Chaussee & Associates Inc. | 53 | $23 | 12/31/2023 |
MA | 53 | $23 | 12/31/2023 |
FSA Wealth Management LLC | 54 | $23 | 12/31/2023 |
MA | 54 | $23 | 12/31/2023 |
Tacita Capital Inc | 53 | $23 | 12/31/2023 |
MA | 53 | $23 | 12/31/2023 |
Financial Synergies Wealth Advisors Inc. | 44 | $21 | 03/31/2024 |
MA | 44 | $21 | 03/31/2024 |
Essex Investment Management Co. LLC | 50 | $21 | 12/31/2023 |
MA | 50 | $21 | 12/31/2023 |
Hoey Investments Inc. | 50 | $21 | 12/31/2023 |
MA | 50 | $21 | 12/31/2023 |
4Thought Financial Group Inc. | 49 | $21 | 12/31/2023 |
MA | 49 | $21 | 12/31/2023 |
Tradewinds Capital Management LLC | 41 | $20 | 03/31/2024 |
MA | 41 | $20 | 03/31/2024 |
Princeton Global Asset Management LLC | 44 | $19 | 12/31/2023 |
MA | 44 | $19 | 12/31/2023 |
Kiely Wealth Advisory Group Inc. | 40 | $18 | 12/31/2023 |
MA | 40 | $18 | 12/31/2023 |
Robbins Farley LLC | 36 | $17 | 03/31/2024 |
MA | 36 | $17 | 03/31/2024 |
Financial Gravity Asset Management Inc. | 39 | $17 | 12/31/2023 |
MA | 39 | $17 | 12/31/2023 |
Naples Money Management LLC | 41 | $17 | 12/31/2023 |
MA | 41 | $17 | 12/31/2023 |
Rakuten Securities Inc. | 41 | $17 | 12/31/2023 |
MA | 41 | $17 | 12/31/2023 |
Laffer Tengler Investments | 37 | $16 | 12/31/2023 |
MA | 37 | $16 | 12/31/2023 |
Tanglewood Legacy Advisors LLC | 31 | $15 | 03/31/2024 |
MA | 31 | $15 | 03/31/2024 |
OLD Point Trust & Financial Services N A | 35 | $15 | 12/31/2023 |
MA | 35 | $15 | 12/31/2023 |
Studio Investment Management LLC | 35 | $15 | 12/31/2023 |
MA | 35 | $15 | 12/31/2023 |
CGC Financial Services LLC | 35 | $15 | 12/31/2023 |
MA | 35 | $15 | 12/31/2023 |
Valued Wealth Advisors LLC | 35 | $14 | 12/31/2023 |
MA | 35 | $14 | 12/31/2023 |
Fairman Group LLC | 33 | $14 | 12/31/2023 |
MA | 33 | $14 | 12/31/2023 |
Moisand Fitzgerald Tamayo LLC | 28 | $13 | 03/31/2024 |
MA | 28 | $13 | 03/31/2024 |
Atlas Capital Advisors LLC | 25 | $12 | 03/31/2024 |
MA | 25 | $12 | 03/31/2024 |
Clear Investment Research LLC | 29 | $12 | 12/31/2023 |
MA | 29 | $12 | 12/31/2023 |
Sanctuary Wealth Management L.L.C. | 28 | $12 | 12/31/2023 |
MA | 28 | $12 | 12/31/2023 |
Signature Resources Capital Management LLC | 23 | $11 | 03/31/2024 |
MA | 23 | $11 | 03/31/2024 |
TCTC Holdings LLC | 25 | $11 | 12/31/2023 |
MA | 25 | $11 | 12/31/2023 |
Live Oak Investment Partners | 26 | $11 | 12/31/2023 |
MA | 26 | $11 | 12/31/2023 |
CarsonAllaria Wealth Management Ltd. | 23 | $10 | 12/31/2023 |
MA | 23 | $10 | 12/31/2023 |
Sit Investment Associates Inc. | 22 | $9 | 12/31/2023 |
MA | 22 | $9 | 12/31/2023 |
Morgan Dempsey Capital Management LLC | 21 | $9 | 12/31/2023 |
MA | 21 | $9 | 12/31/2023 |
Islay Capital Management LLC | 21 | $9 | 12/31/2023 |
MA | 21 | $9 | 12/31/2023 |
Financial Avengers Inc. | 20 | $9 | 12/31/2023 |
MA | 20 | $9 | 12/31/2023 |
JDM Financial Group LLC | 20 | $9 | 12/31/2023 |
MA | 20 | $9 | 12/31/2023 |
Abich Financial Wealth Management LLC | 21 | $9 | 12/31/2023 |
MA | 21 | $9 | 12/31/2023 |
Tsfg LLC | 17 | $8 | 03/31/2024 |
MA | 17 | $8 | 03/31/2024 |
PayPay Securities Corp | 17 | $8 | 03/31/2024 |
MA | 17 | $8 | 03/31/2024 |
Longfellow Investment Management Co. LLC | 18 | $8 | 12/31/2023 |
MA | 18 | $8 | 12/31/2023 |
Truvestments Capital LLC | 18 | $8 | 12/31/2023 |
MA | 18 | $8 | 12/31/2023 |
Northwest Financial Advisors | 18 | $8 | 12/31/2023 |
MA | 18 | $8 | 12/31/2023 |
Hoese & Co LLP | 15 | $7 | 03/31/2024 |
MA | 15 | $7 | 03/31/2024 |
Keener Financial Planning LLC | 16 | $7 | 12/31/2023 |
MA | 16 | $7 | 12/31/2023 |
Westside Investment Management Inc. | 11 | $5 | 03/31/2024 |
MA | 11 | $5 | 03/31/2024 |
Alaska Permanent Fund Corp | 10 | $5 | 03/31/2024 |
MA | 10 | $5 | 03/31/2024 |
Vermillion & White Wealth Management Group LLC | 11 | $5 | 12/31/2023 |
MA | 11 | $5 | 12/31/2023 |
Creekmur Asset Management LLC | 11 | $5 | 12/31/2023 |
MA | 11 | $5 | 12/31/2023 |
Tidemark LLC | 9 | $4 | 12/31/2023 |
MA | 9 | $4 | 12/31/2023 |
Partnership Wealth Management LLC | 7 | $3 | 03/31/2024 |
MA | 7 | $3 | 03/31/2024 |
TD Capital Management LLC | 7 | $3 | 12/31/2023 |
MA | 7 | $3 | 12/31/2023 |
MUFG Securities EMEA plc | 7 | $3 | 12/31/2023 |
MA | 7 | $3 | 12/31/2023 |
Tucker Asset Management LLC | 6 | $3 | 12/31/2023 |
MA | 6 | $3 | 12/31/2023 |
Cherry Tree Wealth Management LLC | 8 | $3 | 12/31/2023 |
MA | 8 | $3 | 12/31/2023 |
Lummis Asset Management LP | 4 | $2 | 12/31/2023 |
MA | 4 | $2 | 12/31/2023 |
Horrell Capital Management Inc. | 2 | $1 | 12/31/2023 |
MA | 2 | $1 | 12/31/2023 |
Delos Wealth Advisors LLC | 2 | $1 | 12/31/2023 |
MA | 2 | $1 | 12/31/2023 |
Foster Dykema Cabot & Partners LLC | 2 | $1 | 12/31/2023 |
MA | 2 | $1 | 12/31/2023 |
Oribel Capital Management LP | $0 | 12/31/2023 | |
MA | 65,800 | $28,064 | 12/31/2023 |
Put | 65,800 | $28,064 | 12/31/2023 |
Centiva Capital LP | $0 | 12/31/2023 | |
Put | 2,000 | $853 | 12/31/2023 |
Call | 2,000 | $853 | 12/31/2023 |
Readystate Asset Management LP | $0 | 12/31/2023 | |
Put | 5,100 | $2,175 | 12/31/2023 |
Call | 5,100 | $2,175 | 12/31/2023 |
Tudor Investment Corp Et Al | $-384 | 12/31/2023 | |
Put | 900 | $384 | 12/31/2023 |
CSS LLC IL | $-427 | 12/31/2023 | |
Put | 1,000 | $427 | 12/31/2023 |
Prelude Capital Management LLC | $-682 | 12/31/2023 | |
Put | 1,600 | $682 | 12/31/2023 |
Caas Capital Management LP | $-768 | 12/31/2023 | |
Put | 15,900 | $6,782 | 12/31/2023 |
Call | 14,100 | $6,014 | 12/31/2023 |
SpiderRock Advisors LLC | $-1,332 | 12/31/2023 | |
Put | 3,600 | $1,332 | 12/31/2023 |
Maven Securities LTD | $-1,746 | 12/31/2023 | |
Put | 6,800 | $2,900 | 12/31/2023 |
MA | 2,706 | $1,154 | 12/31/2023 |
Gladius Capital Management LP | $-1,787 | 12/31/2023 | |
Put | 9,400 | $4,009 | 12/31/2023 |
Call | 4,500 | $1,919 | 12/31/2023 |
MA | 710 | $303 | 12/31/2023 |
Portman Square Capital LLP | $-3,323 | 03/31/2024 | |
Put | 10,600 | $5,105 | 03/31/2024 |
Call | 3,700 | $1,782 | 03/31/2024 |
One River Asset Management LLC | $-9,042 | 12/31/2023 | |
Put | 68,400 | $29,173 | 12/31/2023 |
Call | 47,200 | $20,131 | 12/31/2023 |
BlueCrest Capital Management Ltd | $-9,627 | 12/31/2023 | |
Put | 26,300 | $11,217 | 12/31/2023 |
MA | 3,729 | $1,590 | 12/31/2023 |
Optiver Holding B.V. | $-11,004 | 12/31/2023 | |
Put | 241,200 | $102,874 | 12/31/2023 |
Call | 215,400 | $91,870 | 12/31/2023 |
PEAK6 Investments LLC | $-15,269 | 12/31/2023 | |
Put | 102,700 | $43,803 | 12/31/2023 |
Call | 66,900 | $28,534 | 12/31/2023 |
MA | 1 | $0 | 12/31/2023 |
Capital Fund Management S.A. | $-19,364 | 12/31/2023 | |
Put | 71,700 | $30,581 | 12/31/2023 |
Call | 26,300 | $11,217 | 12/31/2023 |
Capstone Investment Advisors LLC | $-26,802 | 12/31/2023 | |
Put | 163,700 | $69,820 | 12/31/2023 |
Call | 100,800 | $42,992 | 12/31/2023 |
MA | 61 | $26 | 12/31/2023 |
Wolverine Asset Management LLC | $-32,244 | 12/31/2023 | |
Put | 133,800 | $57,067 | 12/31/2023 |
Call | 58,200 | $24,823 | 12/31/2023 |
Walleye Capital LLC | $-53,911 | 12/31/2023 | |
Put | 221,000 | $94,259 | 12/31/2023 |
Call | 94,600 | $40,348 | 12/31/2023 |
IMC Chicago LLC | $-55,429 | 03/31/2024 | |
Put | 333,200 | $160,459 | 03/31/2024 |
Call | 218,100 | $105,030 | 03/31/2024 |
Eisler Capital UK Ltd. | $-66,005 | 12/31/2023 | |
Put | 198,863 | $84,817 | 12/31/2023 |
Call | 27,828 | $11,869 | 12/31/2023 |
MA | 16,278 | $6,943 | 12/31/2023 |
Balyasny Asset Management LLC | $-122,098 | 12/31/2023 | |
Put | 407,100 | $173,632 | 12/31/2023 |
Call | 95,500 | $40,732 | 12/31/2023 |
MA | 25,326 | $10,802 | 12/31/2023 |
Genus Capital Management Inc. | $-368,505 | 12/31/2023 | |
Put | 864 | $368,505 | 12/31/2023 |
Mendel Money Management | $-1,006,137 | 12/31/2023 | |
Put | 2,359 | $1,006,137 | 12/31/2023 |
Curated Wealth Partners LLC | 3,689 | $-1,776,513 | 03/31/2024 |
Put | 3,689 | $1,776,513 | 03/31/2024 |
See Summary: Institutional Holders of MasterCard
See Details: Top 10 Hedge Funds Holding MasterCard
Also See: MA Insider Buying
Also See: Warren Buffett MA Position
Also See: MA Holdings Changes
Analysts Forecast: Mastercard Price Target
Free MA Email Alerts: Get Dividend Alerts Get SEC Filing Alerts |