HoldingsChannel.com
Funds Holding MDY

On this page, we present all of the funds holding MDY from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding MDY, with a link to that fund's top holdings. The next columns indicate the amount of MDY stock held by each of the funds holding MDY, followed by the MDY position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 1233 funds holding MDY within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Granite Bay Wealth Management LLC. For more details on the positions held by Granite Bay Wealth Management LLC (or by any of the other funds holding MDY), click the fund name in the "Holder" column of the funds-holding-MDY table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Granite Bay Wealth Management LLC2,570,040$1,192,724 12/31/2023
     MDY2,570,040$1,192,724 12/31/2023
Bank of America Corp DE2,022,726$1,026,291 12/31/2023
     MDY2,022,726$1,026,291 12/31/2023
Morgan Stanley1,544,940$783,872 12/31/2023
     MDY1,544,940$783,872 12/31/2023
Wells Fargo & Company MN1,476,549$749,171 12/31/2023
     MDY1,476,549$749,171 12/31/2023
Northern Trust Corp1,150,703$583,844 12/31/2023
     MDY1,150,703$583,844 12/31/2023
US Bancorp DE1,081,681$548,823 12/31/2023
     MDY1,081,681$548,823 12/31/2023
Pathstone Holdings LLC956,484$485,301 12/31/2023
     MDY956,484$485,301 12/31/2023
The PNC Financial Services Group Inc.781,704$396,621 12/31/2023
     MDY781,704$396,621 12/31/2023
BNP Paribas Arbitrage SA $331,680 12/31/2023
     MDY349,411$177,284 12/31/2023
     Call3,150$159,825 12/31/2023
     Put107$5,429 12/31/2023
UBS Group AG611,939$310,486 12/31/2023
     MDY611,939$310,486 12/31/2023
Northwestern Mutual Wealth Management Co.520,770$264,229 12/31/2023
     MDY520,770$264,229 12/31/2023
Bank of Montreal Can489,965$251,181 12/31/2023
     MDY489,965$251,181 12/31/2023
Royal Bank of Canada493,977$250,634 12/31/2023
     MDY493,977$250,634 12/31/2023
Raymond James & Associates356,786$198,516 03/31/2024
     MDY356,786$198,516 03/31/2024
Goldman Sachs Group Inc. $191,757 12/31/2023
     MDY387,935$196,830 12/31/2023
     Put13,600$6,900 12/31/2023
     Call3,600$1,827 12/31/2023
JPMorgan Chase & Co.370,797$188,135 12/31/2023
     MDY370,797$188,135 12/31/2023
Twin Tree Management LP $176,162 12/31/2023
     Call532,800$270,332 12/31/2023
     Put185,600$94,170 12/31/2023
Arvest Trust Co. N A262,964$133,423 12/31/2023
     MDY262,964$133,423 12/31/2023
Creative Planning260,883$132,368 12/31/2023
     MDY260,883$132,368 12/31/2023
CI Private Wealth LLC257,113$130,455 12/31/2023
     MDY257,113$130,455 12/31/2023
Conservest Capital Advisors Inc.255,232$129,502 12/31/2023
     MDY255,232$129,502 12/31/2023
Kayne Anderson Rudnick Investment Management LLC249,880$126,811 12/31/2023
     MDY249,880$126,811 12/31/2023
Global Assets Advisory LLC220,952$122,938 03/31/2024
     MDY220,952$122,938 03/31/2024
Susquehanna International Group LLP $106,152 12/31/2023
     Call351,500$178,344 12/31/2023
     Put208,500$105,789 12/31/2023
     MDY66,216$33,597 12/31/2023
MAI Capital Management202,978$102,987 12/31/2023
     MDY202,978$102,987 12/31/2023
Bank of New York Mellon Corp175,895$97,868 03/31/2024
     MDY175,895$97,868 03/31/2024
Welch & Forbes LLC185,128$93,930 12/31/2023
     MDY185,128$93,930 12/31/2023
HighTower Advisors LLC183,585$93,176 12/31/2023
     MDY183,585$93,176 12/31/2023
Raymond James Financial Services Advisors Inc.138,712$77,180 03/31/2024
     MDY138,712$77,180 03/31/2024
Alliancebernstein L.P.146,973$74,571 12/31/2023
     MDY146,973$74,571 12/31/2023
Truist Financial Corp146,443$74,302 12/31/2023
     MDY146,443$74,302 12/31/2023
Whittier Trust Co.142,268$72,184 12/31/2023
     MDY142,268$72,184 12/31/2023
LPL Financial LLC140,531$71,302 12/31/2023
     MDY140,531$71,302 12/31/2023
Waddell & Associates LLC137,322$69,937 12/31/2023
     MDY137,322$69,937 12/31/2023
Jane Street Group LLC $67,887 12/31/2023
     Call199,200$101,070 12/31/2023
     Put65,400$33,183 12/31/2023
Citadel Advisors LLC $65,805 12/31/2023
     MDY135,497$68,748 12/31/2023
     Put69,600$35,314 12/31/2023
     Call63,800$32,371 12/31/2023
FineMark National Bank & Trust127,471$64,676 12/31/2023
     MDY127,471$64,676 12/31/2023
Brown Advisory Inc.114,660$63,797 03/31/2024
     MDY114,660$63,797 03/31/2024
Citigroup Inc. $62,631 12/31/2023
     MDY163,941$83,180 12/31/2023
     Put40,500$20,549 12/31/2023
Hills Bank & Trust Co122,126$61,964 12/31/2023
     MDY122,126$61,964 12/31/2023
Commonwealth Equity Services LLC115,439$58,572 12/31/2023
     MDY115,439$58,572 12/31/2023
WASHINGTON TRUST Co105,079$58,466 03/31/2024
     MDY105,079$58,466 03/31/2024
Montag A & Associates Inc.110,108$56,075 12/31/2023
     MDY110,108$56,075 12/31/2023
Employees Retirement System of Texas108,500$55,051 12/31/2023
     MDY108,500$55,051 12/31/2023
Ameriprise Financial Inc.105,792$53,695 12/31/2023
     MDY105,792$53,695 12/31/2023
Mariner LLC100,513$50,998 12/31/2023
     MDY100,513$50,998 12/31/2023
Sandy Spring Bank99,583$50,526 12/31/2023
     MDY99,583$50,526 12/31/2023
Cerity Partners LLC93,313$47,405 12/31/2023
     MDY93,313$47,405 12/31/2023
Wolverine Trading LLC $44,504 12/31/2023
     Call161,900$82,145 12/31/2023
     Put78,600$39,880 12/31/2023
     MDY4,412$2,239 12/31/2023
Bessemer Group Inc.80,526$40,857 12/31/2023
     MDY80,526$40,857 12/31/2023
Portland Global Advisors LLC78,923$40,044 12/31/2023
     MDY78,923$40,044 12/31/2023
Hyman Charles D75,698$38,408 12/31/2023
     MDY75,698$38,408 12/31/2023
Captrust Financial Advisors74,780$37,942 12/31/2023
     MDY74,780$37,942 12/31/2023
Tower Research Capital LLC TRC 71,912$36,487 12/31/2023
     MDY71,912$36,487 12/31/2023
Pittenger & Anderson Inc.68,853$34,934 12/31/2023
     MDY68,853$34,934 12/31/2023
Financial Counselors Inc.68,412$34,711 12/31/2023
     MDY68,412$34,711 12/31/2023
Envestnet Asset Management Inc.66,178$33,578 12/31/2023
     MDY66,178$33,578 12/31/2023
Divergent Planning LLC60,058$33,175 03/31/2024
     MDY60,058$33,175 03/31/2024
Pinnacle Associates Ltd.65,142$33,052 12/31/2023
     MDY65,142$33,052 12/31/2023
Blair William & Co. IL64,109$32,528 12/31/2023
     MDY64,109$32,528 12/31/2023
Massmutual Trust Co. FSB ADV58,188$32,376 03/31/2024
     MDY58,188$32,376 03/31/2024
Stifel Financial Corp63,391$32,178 12/31/2023
     MDY63,391$32,178 12/31/2023
Whittier Trust Co. of Nevada Inc.63,315$32,125 12/31/2023
     MDY63,315$32,125 12/31/2023
Bartlett & Co. LLC62,051$31,906 12/31/2023
     MDY62,051$31,906 12/31/2023
Bartlett & CO. Wealth Management LLC62,051$31,906 12/31/2023
     MDY62,051$31,906 12/31/2023
Peapack Gladstone Financial Corp59,253$30,064 12/31/2023
     MDY59,253$30,064 12/31/2023
Smith Moore & CO.59,292$29,472 12/31/2023
     MDY59,292$29,472 12/31/2023
Ascent Wealth Partners LLC57,795$29,324 12/31/2023
     MDY57,795$29,324 12/31/2023
Baird Financial Group Inc.57,572$29,211 12/31/2023
     MDY57,572$29,211 12/31/2023
Oldfather Financial Services LLC51,901$28,878 03/31/2024
     MDY51,901$28,878 03/31/2024
Heritage Investors Management Corp55,701$28,262 12/31/2023
     MDY55,701$28,262 12/31/2023
Clearstead Advisors LLC53,808$27,301 12/31/2023
     MDY53,808$27,301 12/31/2023
First Hawaiian Bank48,961$27,242 03/31/2024
     MDY48,961$27,242 03/31/2024
Advisor Group Holdings Inc.52,498$26,648 12/31/2023
     MDY52,498$26,648 12/31/2023
Nixon Peabody Trust Co.50,899$25,825 12/31/2023
     MDY50,899$25,825 12/31/2023
Chicago Partners Investment Group LLC47,685$25,263 03/31/2024
     MDY47,685$25,263 03/31/2024
MetLife Investment Management LLC49,700$25,217 12/31/2023
     MDY49,700$25,217 12/31/2023
Cumberland Advisors Inc.44,867$24,964 03/31/2024
     MDY44,867$24,964 03/31/2024
Crewe Advisors LLC48,790$24,755 12/31/2023
     MDY48,790$24,755 12/31/2023
SG Americas Securities LLC48,554$24,635 12/31/2023
     MDY48,554$24,635 12/31/2023
Citizens Financial Group Inc RI47,867$24,287 12/31/2023
     MDY47,867$24,287 12/31/2023
Conning Inc.47,832$24,269 12/31/2023
     MDY47,832$24,269 12/31/2023
Retirement Systems of Alabama46,887$23,790 12/31/2023
     MDY46,887$23,790 12/31/2023
Kowal Investment Group LLC42,568$23,685 03/31/2024
     MDY42,568$23,685 03/31/2024
Rockefeller Capital Management L.P.46,013$23,347 12/31/2023
     MDY46,013$23,347 12/31/2023
Financial Advisory Group45,817$23,247 12/31/2023
     MDY45,817$23,247 12/31/2023
Klingman & Associates LLC45,450$23,060 12/31/2023
     MDY45,450$23,060 12/31/2023
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.44,963$22,813 12/31/2023
     MDY44,963$22,813 12/31/2023
Wealth Alliance Advisory Group LLC39,752$22,118 03/31/2024
     MDY39,752$22,118 03/31/2024
Edge Capital Group LLC43,308$21,974 12/31/2023
     MDY43,308$21,974 12/31/2023
Janney Montgomery Scott LLC43,070$21,853 12/31/2023
     MDY43,070$21,853 12/31/2023
IFG Advisors LLC39,132$21,773 03/31/2024
     MDY39,132$21,773 03/31/2024
Waldron Private Wealth LLC42,641$21,635 12/31/2023
     MDY42,641$21,635 12/31/2023
LCM Capital Management Inc41,342$20,976 12/31/2023
     MDY41,342$20,976 12/31/2023
Wealth Enhancement Advisory Services LLC37,275$20,740 03/31/2024
     MDY37,275$20,740 03/31/2024
M&T Bank Corp40,439$20,519 12/31/2023
     MDY40,439$20,519 12/31/2023
BlackRock Inc.39,674$20,130 12/31/2023
     MDY39,674$20,130 12/31/2023
Steele Capital Management Inc.35,904$20,013 03/31/2024
     MDY35,904$20,013 03/31/2024
Comerica Bank39,106$19,842 12/31/2023
     MDY39,106$19,842 12/31/2023
Johnson Investment Counsel Inc.37,225$18,887 12/31/2023
     MDY37,225$18,887 12/31/2023
1ST Source Bank36,470$18,504 12/31/2023
     MDY36,470$18,504 12/31/2023
Miracle Mile Advisors LLC32,999$18,361 03/31/2024
     MDY32,999$18,361 03/31/2024
Barclays PLC35,895$18,216 12/31/2023
     MDY35,895$18,216 12/31/2023
IMC Chicago LLC $18,125 03/31/2024
     Call26,800$14,912 03/31/2024
     MDY21,175$11,782 03/31/2024
     Put15,400$8,569 03/31/2024
Prio Wealth Limited Partnership35,580$18,053 12/31/2023
     MDY35,580$18,053 12/31/2023
Buckingham Strategic Wealth LLC35,248$17,884 12/31/2023
     MDY35,248$17,884 12/31/2023
Pinnacle Financial Partners Inc.34,706$17,609 12/31/2023
     MDY34,706$17,609 12/31/2023
Curbstone Financial Management Corp30,472$16,955 03/31/2024
     MDY30,472$16,955 03/31/2024
Camden Capital LLC33,124$16,807 12/31/2023
     MDY33,124$16,807 12/31/2023
GYL Financial Synergies LLC32,974$16,730 12/31/2023
     MDY32,974$16,730 12/31/2023
Tandem Wealth Advisors LLC32,308$16,392 12/31/2023
     MDY32,308$16,392 12/31/2023
Vestor Capital LLC32,166$16,320 12/31/2023
     MDY32,166$16,320 12/31/2023
Huntington National Bank32,057$16,265 12/31/2023
     MDY32,057$16,265 12/31/2023
Trustmark National Bank Trust Department31,865$16,168 12/31/2023
     MDY31,865$16,168 12/31/2023
Squarepoint Ops LLC $15,628 12/31/2023
     Call91,400$46,375 12/31/2023
     Put60,600$30,747 12/31/2023
Hancock Whitney Corp30,526$15,488 12/31/2023
     MDY30,526$15,488 12/31/2023
Wellspring Financial Advisors LLC28,254$14,335 12/31/2023
     MDY28,254$14,335 12/31/2023
EP Wealth Advisors LLC28,062$14,238 12/31/2023
     MDY28,062$14,238 12/31/2023
Mesirow Financial Investment Management Inc.25,182$14,010 03/31/2024
     MDY25,182$14,010 03/31/2024
Commerce Bank27,141$13,771 12/31/2023
     MDY27,141$13,771 12/31/2023
Cambridge Investment Research Advisors Inc.24,726$13,758 03/31/2024
     MDY24,726$13,758 03/31/2024
Lido Advisors LLC26,356$13,423 12/31/2023
     MDY26,356$13,423 12/31/2023
Carnegie Capital Asset Management LLC26,122$13,254 12/31/2023
     MDY26,122$13,254 12/31/2023
Simmons Bank26,121$13,253 12/31/2023
     MDY26,121$13,253 12/31/2023
MCF Advisors LLC23,316$12,984 03/31/2024
     MDY23,316$12,984 03/31/2024
Youngs Advisory Group Inc.25,356$12,865 12/31/2023
     MDY25,356$12,865 12/31/2023
RMB Capital Management LLC24,815$12,591 12/31/2023
     MDY24,815$12,591 12/31/2023
Atlantic Edge Private Wealth Management LLC24,570$12,466 12/31/2023
     MDY24,570$12,466 12/31/2023
Steward Partners Investment Advisory LLC24,512$12,437 12/31/2023
     MDY24,512$12,437 12/31/2023
Country Club Bank GFN21,945$12,210 03/31/2024
     MDY21,945$12,210 03/31/2024
Exchange Capital Management Inc.21,845$12,155 03/31/2024
     MDY21,845$12,155 03/31/2024
MML Investors Services LLC23,935$12,144 12/31/2023
     MDY23,935$12,144 12/31/2023
First Financial Bank Trust Division21,223$11,808 03/31/2024
     MDY21,223$11,808 03/31/2024
Cetera Advisor Networks LLC23,209$11,776 12/31/2023
     MDY23,209$11,776 12/31/2023
Trifecta Capital Advisors LLC20,928$11,644 03/31/2024
     MDY20,928$11,644 03/31/2024
SlateStone Wealth LLC22,950$11,644 12/31/2023
     MDY22,950$11,644 12/31/2023
FMR LLC22,935$11,637 12/31/2023
     MDY22,935$11,637 12/31/2023
Boothbay Fund Management LLC22,513$11,423 12/31/2023
     MDY22,513$11,423 12/31/2023
American International Group Inc.22,500$11,416 12/31/2023
     MDY22,500$11,416 12/31/2023
Dumont & Blake Investment Advisors LLC20,474$11,392 03/31/2024
     MDY20,474$11,392 03/31/2024
Pachira Investments Inc.20,368$11,333 03/31/2024
     MDY20,368$11,333 03/31/2024
Cresset Asset Management LLC22,249$11,305 12/31/2023
     MDY22,249$11,305 12/31/2023
CWM LLC20,276$11,282 03/31/2024
     MDY20,276$11,282 03/31/2024
jvl associates llc19,992$11,124 03/31/2024
     MDY19,992$11,124 03/31/2024
Cetera Advisors LLC21,899$11,111 12/31/2023
     MDY21,899$11,111 12/31/2023
Glenmede Trust Co. NA21,894$11,109 12/31/2023
     MDY21,894$11,109 12/31/2023
OLD National Bancorp IN19,688$10,954 03/31/2024
     MDY19,688$10,954 03/31/2024
Central Bank & Trust Co.19,488$10,843 03/31/2024
     MDY19,488$10,843 03/31/2024
Brown Brothers Harriman & Co.20,912$10,610 12/31/2023
     MDY20,912$10,610 12/31/2023
Means Investment CO. Inc.18,770$10,444 03/31/2024
     MDY18,770$10,444 03/31/2024
Linscomb & Williams Inc.20,383$10,342 12/31/2023
     MDY20,383$10,342 12/31/2023
Avantax Advisory Services Inc.20,370$10,335 12/31/2023
     MDY20,370$10,335 12/31/2023
AGF Management Ltd.20,252$10,275 12/31/2023
     MDY20,252$10,275 12/31/2023
NBT Bank N A NY18,434$10,257 03/31/2024
     MDY18,434$10,257 03/31/2024
First Merchants Corp18,422$10,250 03/31/2024
     MDY18,422$10,250 03/31/2024
Evercore Wealth Management LLC20,050$10,173 12/31/2023
     MDY20,050$10,173 12/31/2023
Lutz Financial Services LLC19,630$9,960 12/31/2023
     MDY19,630$9,960 12/31/2023
Arvest Investments Inc.17,880$9,949 03/31/2024
     MDY17,880$9,949 03/31/2024
Harbour Trust & Investment Management Co17,744$9,873 03/31/2024
     MDY17,744$9,873 03/31/2024
Fifth Third Securities Inc.17,617$9,820 03/31/2024
     MDY17,617$9,820 03/31/2024
Capital Fund Management S.A.19,232$9,758 12/31/2023
     MDY19,232$9,758 12/31/2023
Bordeaux Wealth Advisors LLC19,184$9,734 12/31/2023
     MDY19,184$9,734 12/31/2023
Hummer Financial Advisory Services Inc17,453$9,729 03/31/2024
     MDY17,453$9,729 03/31/2024
Mechanics Bank Trust Department17,456$9,713 03/31/2024
     MDY17,456$9,713 03/31/2024
Prescott Group Capital Management L.L.C.19,017$9,649 12/31/2023
     MDY19,017$9,649 12/31/2023
Group One Trading L.P. $9,402 12/31/2023
     Call18,500$9,387 12/31/2023
     MDY629$319 12/31/2023
     Put600$304 12/31/2023
Madison Asset Management LLC18,293$9,282 12/31/2023
     MDY18,293$9,282 12/31/2023
Ameritas Investment Partners Inc.18,045$9,156 12/31/2023
     MDY18,045$9,156 12/31/2023
Qube Research & Technologies Ltd $9,119 12/31/2023
     MDY18,272$9,271 12/31/2023
     Put300$152 12/31/2023
Kingfisher Capital LLC17,943$9,104 12/31/2023
     MDY17,943$9,104 12/31/2023
Moreno Evelyn V17,830$9,047 12/31/2023
     MDY17,830$9,047 12/31/2023
Raymond James Trust N.A.16,143$8,982 03/31/2024
     MDY16,143$8,982 03/31/2024
GFS Advisors LLC15,978$8,890 03/31/2024
     MDY15,978$8,890 03/31/2024
Legacy Advisors LLC17,447$8,852 12/31/2023
     MDY17,447$8,852 12/31/2023
Atria Wealth Solutions Inc.17,369$8,842 12/31/2023
     MDY17,369$8,842 12/31/2023
Victory Capital Management Inc.16,990$8,620 12/31/2023
     MDY16,990$8,620 12/31/2023
Boston Family Office LLC16,744$8,496 12/31/2023
     MDY16,744$8,496 12/31/2023
KCM Investment Advisors LLC16,525$8,385 12/31/2023
     MDY16,525$8,385 12/31/2023
Peddock Capital Advisors LLC16,397$8,320 12/31/2023
     MDY16,397$8,320 12/31/2023
Boston Financial Mangement LLC16,382$8,312 12/31/2023
     MDY16,382$8,312 12/31/2023
Capstone Financial Advisors Inc.16,287$8,264 12/31/2023
     MDY16,287$8,264 12/31/2023
Savant Capital LLC16,235$8,237 12/31/2023
     MDY16,235$8,237 12/31/2023
Howard Capital Management Inc.16,210$8,225 12/31/2023
     MDY16,210$8,225 12/31/2023
TIAA Trust National Association16,193$8,216 12/31/2023
     MDY16,193$8,216 12/31/2023
Pensionmark Financial Group LLC15,934$8,085 12/31/2023
     MDY15,934$8,085 12/31/2023
CIBC Private Wealth Group LLC15,654$7,943 12/31/2023
     MDY15,654$7,943 12/31/2023
RMR Wealth Builders14,057$7,821 03/31/2024
     MDY14,057$7,821 03/31/2024
Grove Bank & Trust15,344$7,785 12/31/2023
     MDY15,344$7,785 12/31/2023
Credit Suisse AG15,280$7,753 12/31/2023
     MDY15,280$7,753 12/31/2023
Smith Anglin Financial LLC13,780$7,667 03/31/2024
     MDY13,780$7,667 03/31/2024
Chesley Taft & Associates LLC13,680$7,612 03/31/2024
     MDY13,680$7,612 03/31/2024
Busey Wealth Management13,623$7,580 03/31/2024
     MDY13,623$7,580 03/31/2024
Palisade Asset Management LLC14,846$7,533 12/31/2023
     MDY14,846$7,533 12/31/2023
Arbor Trust Wealth Advisors LLC13,801$7,433 03/31/2024
     MDY13,801$7,433 03/31/2024
Telemus Capital LLC14,637$7,427 12/31/2023
     MDY14,637$7,427 12/31/2023
Colorado Capital Management Inc.13,197$7,343 03/31/2024
     MDY13,197$7,343 03/31/2024
Norden Group LLC13,158$7,321 03/31/2024
     MDY13,158$7,321 03/31/2024
Green Square Capital Advisors LLC14,413$7,313 12/31/2023
     MDY14,413$7,313 12/31/2023
Vantage Financial Partners Ltd. Inc.14,391$7,302 12/31/2023
     MDY14,391$7,302 12/31/2023
Legal & General Group Plc14,200$7,205 12/31/2023
     MDY14,200$7,205 12/31/2023
Montz Harcus Wealth Management LLC14,066$7,137 12/31/2023
     MDY14,066$7,137 12/31/2023
Canopy Partners LLC13,923$7,091 12/31/2023
     MDY13,923$7,091 12/31/2023
Pacific Center for Financial Services13,938$7,072 12/31/2023
     MDY13,938$7,072 12/31/2023
Boyd Watterson Asset Management LLC OH13,930$7,068 12/31/2023
     MDY13,930$7,068 12/31/2023
Unionview LLC13,737$6,970 12/31/2023
     MDY13,737$6,970 12/31/2023
Dakota Wealth Management12,238$6,809 03/31/2024
     MDY12,238$6,809 03/31/2024
Mill Creek Capital Advisors LLC13,242$6,719 12/31/2023
     MDY13,242$6,719 12/31/2023
Private Advisor Group LLC13,130$6,661 12/31/2023
     MDY13,130$6,661 12/31/2023
Meridian Wealth Advisors LLC12,996$6,594 12/31/2023
     MDY12,996$6,594 12/31/2023
Madison Park Capital Advisors LLC11,774$6,551 03/31/2024
     MDY11,774$6,551 03/31/2024
Williams Jones Wealth Management LLC.12,818$6,504 12/31/2023
     MDY12,818$6,504 12/31/2023
Goelzer Investment Management Inc.12,715$6,451 12/31/2023
     MDY12,715$6,451 12/31/2023
Sontag Advisory LLC12,583$6,385 12/31/2023
     MDY12,583$6,385 12/31/2023
Victory Financial Group LLC12,543$6,364 12/31/2023
     MDY12,543$6,364 12/31/2023
Rhumbline Advisers12,500$6,342 12/31/2023
     MDY12,500$6,342 12/31/2023
Pegasus Partners Ltd.11,366$6,324 03/31/2024
     MDY11,366$6,324 03/31/2024
Community Bank N.A.12,430$6,307 12/31/2023
     MDY12,430$6,307 12/31/2023
Adirondack Trust Co.11,213$6,239 03/31/2024
     MDY11,213$6,239 03/31/2024
Csenge Advisory Group12,287$6,234 12/31/2023
     MDY12,287$6,234 12/31/2023
Staley Capital Advisers Inc.12,267$6,224 12/31/2023
     MDY12,267$6,224 12/31/2023
Franklin Resources Inc.12,145$6,162 12/31/2023
     MDY12,145$6,162 12/31/2023
Sand Hill Global Advisors LLC11,876$6,026 12/31/2023
     MDY11,876$6,026 12/31/2023
Yousif Capital Management LLC11,766$5,970 12/31/2023
     MDY11,766$5,970 12/31/2023
Scarborough Advisors LLC11,547$5,859 12/31/2023
     MDY11,547$5,859 12/31/2023
Pinnacle Wealth Management Advisory Group LLC11,450$5,809 12/31/2023
     MDY11,450$5,809 12/31/2023
Retirement Income Solutions Inc11,419$5,794 12/31/2023
     MDY11,419$5,794 12/31/2023
Lincoln National Corp11,371$5,770 12/31/2023
     MDY11,371$5,770 12/31/2023
Colony Group LLC11,286$5,726 12/31/2023
     MDY11,286$5,726 12/31/2023
Leavell Investment Management Inc.10,190$5,680 03/31/2024
     MDY10,190$5,680 03/31/2024
Journey Strategic Wealth LLC11,152$5,658 12/31/2023
     MDY11,152$5,658 12/31/2023
Highland Capital Management LLC11,071$5,617 12/31/2023
     MDY11,071$5,617 12/31/2023
Diversified Portfolios Inc.11,046$5,605 12/31/2023
     MDY11,046$5,605 12/31/2023
Peak Asset Management LLC11,026$5,594 12/31/2023
     MDY11,026$5,594 12/31/2023
Latigo Investments LLC10,962$5,562 12/31/2023
     MDY10,962$5,562 12/31/2023
Lodestar Private Asset Management LLC9,995$5,561 03/31/2024
     MDY9,995$5,561 03/31/2024
Bank of New Hampshire9,962$5,543 03/31/2024
     MDY9,962$5,543 03/31/2024
HB Wealth Management LLC10,751$5,455 12/31/2023
     MDY10,751$5,455 12/31/2023
Flow Traders U.S. LLC10,744$5,451 12/31/2023
     MDY10,744$5,451 12/31/2023
Cetera Investment Advisers10,609$5,383 12/31/2023
     MDY10,609$5,383 12/31/2023
TKG Advisors LLC10,547$5,351 12/31/2023
     MDY10,547$5,351 12/31/2023
CENTRAL TRUST Co9,610$5,347 03/31/2024
     MDY9,610$5,347 03/31/2024
Sageworth Trust Co9,506$5,289 03/31/2024
     MDY9,506$5,289 03/31/2024
BOKF NA10,369$5,261 12/31/2023
     MDY10,369$5,261 12/31/2023
Gries Financial LLC10,304$5,228 12/31/2023
     MDY10,304$5,228 12/31/2023
Firestone Capital Management10,281$5,216 12/31/2023
     MDY10,281$5,216 12/31/2023
First Horizon Advisors Inc.10,185$5,168 12/31/2023
     MDY10,185$5,168 12/31/2023
Bridgeworth LLC10,169$5,159 12/31/2023
     MDY10,169$5,159 12/31/2023
Mayflower Financial Advisors LLC10,143$5,146 12/31/2023
     MDY10,143$5,146 12/31/2023
Callan Family Office LLC10,128$5,139 12/31/2023
     MDY10,128$5,139 12/31/2023
Associated Banc Corp10,031$5,090 12/31/2023
     MDY10,031$5,090 12/31/2023
RBF Capital LLC10,000$5,074 12/31/2023
     MDY10,000$5,074 12/31/2023
Cape Cod Five Cents Savings Bank9,837$4,991 12/31/2023
     MDY9,837$4,991 12/31/2023
G&S Capital LLC8,963$4,987 03/31/2024
     MDY8,963$4,987 03/31/2024
Resonant Capital Advisors LLC9,740$4,960 12/31/2023
     MDY9,740$4,960 12/31/2023
Motco9,663$4,903 12/31/2023
     MDY9,663$4,903 12/31/2023
Beacon Pointe Advisors LLC9,628$4,886 12/31/2023
     MDY9,628$4,886 12/31/2023
KMG Fiduciary Partners LLC8,674$4,826 03/31/2024
     MDY8,674$4,826 03/31/2024
Teachers Retirement System of The State of Kentucky9,444$4,792 12/31/2023
     MDY9,444$4,792 12/31/2023
TI Trust Inc.8,566$4,766 03/31/2024
     MDY8,566$4,766 03/31/2024
Kestra Advisory Services LLC9,350$4,744 12/31/2023
     MDY9,350$4,744 12/31/2023
Putnam FL Investment Management Co.9,252$4,694 12/31/2023
     MDY9,252$4,694 12/31/2023
Allworth Financial LP8,434$4,693 03/31/2024
     MDY8,434$4,693 03/31/2024
Barrett & Company Inc.8,353$4,647 03/31/2024
     MDY8,353$4,647 03/31/2024
Financial Engines Advisors L.L.C.9,121$4,645 12/31/2023
     MDY9,121$4,645 12/31/2023
Sonata Capital Group Inc.9,121$4,628 12/31/2023
     MDY9,121$4,628 12/31/2023
Balboa Wealth Partners9,121$4,628 12/31/2023
     MDY9,121$4,628 12/31/2023
Court Place Advisors LLC9,084$4,609 12/31/2023
     MDY9,084$4,609 12/31/2023
Murphy Middleton Hinkle & Parker Inc.8,131$4,524 03/31/2024
     MDY8,131$4,524 03/31/2024
Mercer Global Advisors Inc. ADV8,814$4,472 12/31/2023
     MDY8,814$4,472 12/31/2023
Evensky & Katz LLC7,998$4,450 03/31/2024
     MDY7,998$4,450 03/31/2024
Bay Rivers Group7,874$4,381 03/31/2024
     MDY7,874$4,381 03/31/2024
Modera Wealth Management LLC8,576$4,351 12/31/2023
     MDY8,576$4,351 12/31/2023
Hsbc Holdings PLC8,543$4,336 12/31/2023
     MDY8,543$4,336 12/31/2023
Benchmark Financial Wealth Advisors LLC7,783$4,330 03/31/2024
     MDY7,783$4,330 03/31/2024
Intrepid Financial Planning Group LLC8,496$4,311 12/31/2023
     MDY8,496$4,311 12/31/2023
Ashton Thomas Private Wealth LLC7,720$4,295 03/31/2024
     MDY7,720$4,295 03/31/2024
AMG National Trust Bank8,446$4,285 12/31/2023
     MDY8,446$4,285 12/31/2023
Badgley Phelps Wealth Managers LLC8,406$4,281 12/31/2023
     MDY8,406$4,281 12/31/2023
CMG Global Holdings LLC8,091$4,220 12/31/2023
     MDY8,091$4,220 12/31/2023
Segment Wealth Management LLC7,561$4,207 03/31/2024
     MDY7,561$4,207 03/31/2024
Weil Company Inc.8,262$4,192 12/31/2023
     MDY8,262$4,192 12/31/2023
Salomon & Ludwin LLC8,150$4,135 12/31/2023
     MDY8,150$4,135 12/31/2023
Highview Capital Management LLC DE 8,118$4,119 12/31/2023
     MDY8,118$4,119 12/31/2023
RVW Wealth LLC7,379$4,106 03/31/2024
     MDY7,379$4,106 03/31/2024
Oppenheimer & Co. Inc.8,053$4,086 12/31/2023
     MDY8,053$4,086 12/31/2023
Insigneo Advisory Services LLC7,875$4,010 12/31/2023
     MDY7,875$4,010 12/31/2023
Keybank National Association OH7,880$3,998 12/31/2023
     MDY7,880$3,998 12/31/2023
Wetherby Asset Management Inc.7,823$3,969 12/31/2023
     MDY7,823$3,969 12/31/2023
Prospera Financial Services Inc7,804$3,960 12/31/2023
     MDY7,804$3,960 12/31/2023
Chilton Investment Co. LLC7,773$3,944 12/31/2023
     MDY7,773$3,944 12/31/2023
Edmond DE Rothschild Holding S.A.7,706$3,910 12/31/2023
     MDY7,706$3,910 12/31/2023
J.W. Cole Advisors Inc.7,674$3,894 12/31/2023
     MDY7,674$3,894 12/31/2023
Houlihan Financial Resource Group Ltd.7,675$3,894 12/31/2023
     MDY7,675$3,894 12/31/2023
Midwest Financial Group LLC6,992$3,891 03/31/2024
     MDY6,992$3,891 03/31/2024
Perigon Wealth Management LLC7,549$3,830 12/31/2023
     MDY7,549$3,830 12/31/2023
Renaissance Investment Group LLC7,432$3,771 12/31/2023
     MDY7,432$3,771 12/31/2023
Texas Permanent School Fund7,424$3,767 12/31/2023
     MDY7,424$3,767 12/31/2023
Stock Yards Bank & Trust Co.7,361$3,735 12/31/2023
     MDY7,361$3,735 12/31/2023
Davis R M Inc.7,319$3,714 12/31/2023
     MDY7,319$3,714 12/31/2023
Smith Chas P & Associates PA Cpas6,624$3,686 03/31/2024
     MDY6,624$3,686 03/31/2024
Harbour Investments Inc.7,263$3,685 12/31/2023
     MDY7,263$3,685 12/31/2023
Stephenson National Bank & Trust6,485$3,608 03/31/2024
     MDY6,485$3,608 03/31/2024
Union Savings Bank7,078$3,591 12/31/2023
     MDY7,078$3,591 12/31/2023
Ballentine Partners LLC6,439$3,582 03/31/2024
     MDY6,439$3,582 03/31/2024
JMG Financial Group Ltd.7,051$3,578 12/31/2023
     MDY7,051$3,578 12/31/2023
Carlton Hofferkamp & Jenks Wealth Management LLC7,111$3,561 12/31/2023
     MDY7,111$3,561 12/31/2023
First Citizens Bank & Trust Co.6,373$3,546 03/31/2024
     MDY6,373$3,546 03/31/2024
Bristlecone Advisors LLC6,354$3,535 03/31/2024
     MDY6,354$3,535 03/31/2024
Resources Investment Advisors LLC.6,958$3,531 12/31/2023
     MDY6,958$3,531 12/31/2023
United Capital Financial Advisers LLC6,925$3,514 12/31/2023
     MDY6,925$3,514 12/31/2023
Haverford Trust Co.6,816$3,458 12/31/2023
     MDY6,816$3,458 12/31/2023
North Star Investment Management Corp.6,772$3,436 12/31/2023
     MDY6,772$3,436 12/31/2023
Bailard Inc.6,720$3,410 12/31/2023
     MDY6,720$3,410 12/31/2023
Ieq Capital LLC6,721$3,410 12/31/2023
     MDY6,721$3,410 12/31/2023
Fifth Third Bancorp6,098$3,393 03/31/2024
     MDY6,098$3,393 03/31/2024
Boston Private Wealth LLC6,673$3,386 12/31/2023
     MDY6,673$3,386 12/31/2023
Breakwater Capital Group6,037$3,359 03/31/2024
     MDY6,037$3,359 03/31/2024
Wealthcare Advisory Partners LLC5,960$3,316 03/31/2024
     MDY5,960$3,316 03/31/2024
Gould Asset Management LLC CA6,536$3,316 12/31/2023
     MDY6,536$3,316 12/31/2023
Fiduciary Trust Co.6,507$3,302 12/31/2023
     MDY6,507$3,302 12/31/2023
Apollon Wealth Management LLC6,494$3,295 12/31/2023
     MDY6,494$3,295 12/31/2023
Relative Value Partners Group LLC6,467$3,281 12/31/2023
     MDY6,467$3,281 12/31/2023
Romano Brothers AND Company5,847$3,253 03/31/2024
     MDY5,847$3,253 03/31/2024
Hudson Valley Investment Advisors Inc. ADV5,816$3,236 03/31/2024
     MDY5,816$3,236 03/31/2024
Synovus Financial Corp6,321$3,208 12/31/2023
     MDY6,321$3,208 12/31/2023
Paladin Advisory Group LLC6,314$3,204 12/31/2023
     MDY6,314$3,204 12/31/2023
Charter Research & Investment Group Inc.6,307$3,200 12/31/2023
     MDY6,307$3,200 12/31/2023
Sepio Capital LP6,300$3,196 12/31/2023
     MDY6,300$3,196 12/31/2023
U.S. Capital Wealth Advisors LLC6,219$3,156 12/31/2023
     MDY6,219$3,156 12/31/2023
RSM US Wealth Management LLC6,111$3,101 12/31/2023
     MDY6,111$3,101 12/31/2023
Lionsbridge Wealth Management LLC6,050$3,070 12/31/2023
     MDY6,050$3,070 12/31/2023
Sabal Trust CO6,022$3,055 12/31/2023
     MDY6,022$3,055 12/31/2023
Summit Financial LLC5,450$3,038 03/31/2024
     MDY5,450$3,038 03/31/2024
Johnson Financial Group Inc.5,900$3,002 12/31/2023
     MDY5,900$3,002 12/31/2023
Equitable Holdings Inc.5,888$2,988 12/31/2023
     MDY5,888$2,988 12/31/2023
Keystone Financial Group5,857$2,972 12/31/2023
     MDY5,857$2,972 12/31/2023
Whalerock Point Partners LLC5,849$2,968 12/31/2023
     MDY5,849$2,968 12/31/2023
Matrix Asset Advisors Inc. NY5,275$2,935 03/31/2024
     MDY5,275$2,935 03/31/2024
Global Retirement Partners LLC5,221$2,905 03/31/2024
     MDY5,221$2,905 03/31/2024
The Manufacturers Life Insurance Company 5,684$2,884 12/31/2023
     MDY5,684$2,884 12/31/2023
Silvercrest Asset Management Group LLC5,684$2,884 12/31/2023
     MDY5,684$2,884 12/31/2023
Signature Securities Group Corporation5,121$2,855 03/31/2024
     MDY5,121$2,855 03/31/2024
Naples Global Advisors LLC5,585$2,844 12/31/2023
     MDY5,585$2,844 12/31/2023
Regents of The University of California5,600$2,841 12/31/2023
     MDY5,600$2,841 12/31/2023
Audent Global Asset Management LLC5,538$2,810 12/31/2023
     MDY5,538$2,810 12/31/2023
IFG Advisory LLC5,529$2,805 12/31/2023
     MDY5,529$2,805 12/31/2023
Pegasus Asset Management Inc.5,520$2,801 12/31/2023
     MDY5,520$2,801 12/31/2023
St. Johns Investment Management Company LLC5,024$2,795 03/31/2024
     MDY5,024$2,795 03/31/2024
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA5,323$2,787 03/31/2024
     MDY5,323$2,787 03/31/2024
Diversified Trust Co5,002$2,783 03/31/2024
     MDY5,002$2,783 03/31/2024
Joel Isaacson & Co. LLC5,469$2,775 12/31/2023
     MDY5,469$2,775 12/31/2023
Gilman Hill Asset Management LLC4,946$2,752 03/31/2024
     MDY4,946$2,752 03/31/2024
Baltimore Washington Financial Advisors Inc.5,420$2,750 12/31/2023
     MDY5,420$2,750 12/31/2023
Private Trust Co. NA4,916$2,735 03/31/2024
     MDY4,916$2,735 03/31/2024
Penobscot Investment Management Company Inc.5,341$2,710 12/31/2023
     MDY5,341$2,710 12/31/2023
Greenleaf Trust5,340$2,709 12/31/2023
     MDY5,340$2,709 12/31/2023
Adviser Investments LLC5,320$2,699 12/31/2023
     MDY5,320$2,699 12/31/2023
Courier Capital LLC4,832$2,689 03/31/2024
     MDY4,832$2,689 03/31/2024
Sterling Investment Advisors Ltd.5,295$2,687 12/31/2023
     MDY5,295$2,687 12/31/2023
PFG Advisors5,218$2,647 12/31/2023
     MDY5,218$2,647 12/31/2023
Miller Investment Management LP5,201$2,639 12/31/2023
     MDY5,201$2,639 12/31/2023
Woodstock Corp4,719$2,626 03/31/2024
     MDY4,719$2,626 03/31/2024
Shoker Investment Counsel Inc.5,171$2,624 12/31/2023
     MDY5,171$2,624 12/31/2023
Argent Trust Co5,147$2,611 12/31/2023
     MDY5,147$2,611 12/31/2023
Precedent Wealth Partners LLC4,691$2,610 03/31/2024
     MDY4,691$2,610 03/31/2024
Northstar Asset Management LLC5,135$2,605 12/31/2023
     MDY5,135$2,605 12/31/2023
Capital Advisory Group Advisory Services LLC4,598$2,558 03/31/2024
     MDY4,598$2,558 03/31/2024
Keeley Teton Advisors LLC5,009$2,542 12/31/2023
     MDY5,009$2,542 12/31/2023
West Paces Advisors Inc.4,562$2,538 03/31/2024
     MDY4,562$2,538 03/31/2024
Connecticut Wealth Management LLC4,997$2,535 12/31/2023
     MDY4,997$2,535 12/31/2023
Vanguard Group Inc.4,987$2,530 12/31/2023
     MDY4,987$2,530 12/31/2023
Man Group plc4,937$2,505 12/31/2023
     MDY4,937$2,505 12/31/2023
Buckingham Strategic Partners4,936$2,504 12/31/2023
     MDY4,936$2,504 12/31/2023
National Asset Management Inc.4,909$2,500 12/31/2023
     MDY4,909$2,500 12/31/2023
Focus Financial Network Inc. ADV4,850$2,470 12/31/2023
     MDY4,850$2,470 12/31/2023
Millennium Management LLC4,867$2,469 12/31/2023
     MDY4,867$2,469 12/31/2023
Merit Financial Group LLC4,858$2,465 12/31/2023
     MDY4,858$2,465 12/31/2023
Venturi Wealth Management LLC4,422$2,460 03/31/2024
     MDY4,422$2,460 03/31/2024
Asset Management Group Inc.4,848$2,460 12/31/2023
     MDY4,848$2,460 12/31/2023
Coastline Trust Co4,836$2,454 12/31/2023
     MDY4,836$2,454 12/31/2023
Inspire Trust Co. N.A.4,832$2,452 12/31/2023
     MDY4,832$2,452 12/31/2023
Veracity Capital LLC4,359$2,425 03/31/2024
     MDY4,359$2,425 03/31/2024
Spinnaker Trust4,764$2,417 12/31/2023
     MDY4,764$2,417 12/31/2023
Winthrop Advisory Group LLC4,320$2,409 03/31/2024
     MDY4,320$2,409 03/31/2024
Point72 Europe London LLP4,738$2,404 12/31/2023
     MDY4,738$2,404 12/31/2023
Belpointe Asset Management LLC4,726$2,398 12/31/2023
     MDY4,726$2,398 12/31/2023
New England Private Wealth Advisors LLC4,720$2,395 12/31/2023
     MDY4,720$2,395 12/31/2023
Delta Financial Group Inc.4,713$2,391 12/31/2023
     MDY4,713$2,391 12/31/2023
Envestnet Portfolio Solutions Inc.4,700$2,385 12/31/2023
     MDY4,700$2,385 12/31/2023
Paulson Wealth Management Inc.4,679$2,374 12/31/2023
     MDY4,679$2,374 12/31/2023
Baron Financial Group LLC4,613$2,340 12/31/2023
     MDY4,613$2,340 12/31/2023
Salem Investment Counselors Inc.4,197$2,339 03/31/2024
     MDY4,197$2,339 03/31/2024
Hoylecohen LLC4,587$2,327 12/31/2023
     MDY4,587$2,327 12/31/2023
GWM Advisors LLC4,607$2,322 12/31/2023
     MDY4,607$2,322 12/31/2023
All Terrain Financial Advisors LLC4,540$2,303 12/31/2023
     MDY4,540$2,303 12/31/2023
ZWJ Investment Counsel Inc.4,516$2,291 12/31/2023
     MDY4,516$2,291 12/31/2023
Element Pointe Advisors LLC4,500$2,283 12/31/2023
     MDY4,500$2,283 12/31/2023
Davidson Trust Co.4,495$2,281 12/31/2023
     MDY4,495$2,281 12/31/2023
JNB Advisors LLC4,480$2,273 12/31/2023
     MDY4,480$2,273 12/31/2023
Revolve Wealth Partners LLC4,033$2,244 03/31/2024
     MDY4,033$2,244 03/31/2024
Cambridge Advisors Inc.4,029$2,242 03/31/2024
     MDY4,029$2,242 03/31/2024
Dorsey & Whitney Trust CO LLC4,398$2,231 12/31/2023
     MDY4,398$2,231 12/31/2023
AE Wealth Management LLC4,409$2,224 12/31/2023
     MDY4,409$2,224 12/31/2023
Sage Financial Management Group Inc.4,381$2,223 12/31/2023
     MDY4,381$2,223 12/31/2023
Element Wealth LLC4,346$2,205 12/31/2023
     MDY4,346$2,205 12/31/2023
InTrack Investment Management Inc3,945$2,195 03/31/2024
     MDY3,945$2,195 03/31/2024
TD Waterhouse Canada Inc.4,236$2,192 12/31/2023
     MDY4,236$2,192 12/31/2023
Tower View Investment Management & Research LLC4,263$2,163 12/31/2023
     MDY4,263$2,163 12/31/2023
Cambridge Trust Co.4,257$2,160 12/31/2023
     MDY4,257$2,160 12/31/2023
Two Sigma Securities LLC $2,158 12/31/2023
     Call3,800$1,928 12/31/2023
     MDY1,254$636 12/31/2023
     Put800$406 12/31/2023
Lindbrook Capital LLC3,871$2,154 03/31/2024
     MDY3,871$2,154 03/31/2024
Lowe Wealth Advisors LLC3,869$2,153 03/31/2024
     MDY3,869$2,153 03/31/2024
American Institute for Advanced Investment Management LLP3,853$2,144 03/31/2024
     MDY3,853$2,144 03/31/2024
Spectrum Wealth Counsel LLC4,183$2,122 12/31/2023
     MDY4,183$2,122 12/31/2023
Wade G W & Inc.4,180$2,121 12/31/2023
     MDY4,180$2,121 12/31/2023
Taylor Cottrill Erickson & Associates Inc.4,150$2,106 12/31/2023
     MDY4,150$2,106 12/31/2023
Transatlantique Private Wealth LLC4,145$2,103 12/31/2023
     MDY4,145$2,103 12/31/2023
Crescent Sterling Ltd.3,757$2,090 03/31/2024
     MDY3,757$2,090 03/31/2024
UMB Bank N A MO4,085$2,073 12/31/2023
     MDY4,085$2,073 12/31/2023
Moneta Group Investment Advisors LLC4,054$2,057 12/31/2023
     MDY4,054$2,057 12/31/2023
OLD Second National Bank of Aurora3,964$2,011 12/31/2023
     MDY3,964$2,011 12/31/2023
Prime Capital Investment Advisors LLC3,964$2,011 12/31/2023
     MDY3,964$2,011 12/31/2023
Soltis Investment Advisors LLC3,958$2,008 12/31/2023
     MDY3,958$2,008 12/31/2023
Kingsview Wealth Management LLC3,933$1,996 12/31/2023
     MDY3,933$1,996 12/31/2023
WealthBridge Capital Management LLC3,932$1,995 12/31/2023
     MDY3,932$1,995 12/31/2023
Eldridge Investment Advisors Inc.3,911$1,985 12/31/2023
     MDY3,911$1,985 12/31/2023
International Assets Investment Management LLC3,582$1,979 03/31/2024
     MDY3,582$1,979 03/31/2024
Tsfg LLC3,529$1,964 03/31/2024
     MDY3,529$1,964 03/31/2024
Intelligent Financial Strategies3,857$1,964 12/31/2023
     MDY3,857$1,964 12/31/2023
CAPROCK Group Inc.3,821$1,946 12/31/2023
     MDY3,821$1,946 12/31/2023
Advisory Services Network LLC3,816$1,936 12/31/2023
     MDY3,816$1,936 12/31/2023
Jordan Park Group LLC3,810$1,933 12/31/2023
     MDY3,810$1,933 12/31/2023
Walleye Trading LLC3,799$1,928 12/31/2023
     MDY3,799$1,928 12/31/2023
David Loasby3,853$1,908 12/31/2023
     MDY3,853$1,908 12/31/2023
Paragon Capital Management Ltd3,400$1,892 03/31/2024
     MDY3,400$1,892 03/31/2024
Regions Financial Corp3,370$1,875 03/31/2024
     MDY3,370$1,875 03/31/2024
Focus Financial Network Inc.3,622$1,871 03/31/2024
     MDY3,622$1,871 03/31/2024
Sovereign Financial Group Inc.3,360$1,869 03/31/2024
     MDY3,360$1,869 03/31/2024
Harvest Investment Services LLC3,682$1,868 12/31/2023
     MDY3,682$1,868 12/31/2023
Compass Wealth Management LLC3,341$1,859 03/31/2024
     MDY3,341$1,859 03/31/2024
Investment Advisory Group LLC3,660$1,857 12/31/2023
     MDY3,660$1,857 12/31/2023
Quantum Private Wealth LLC3,655$1,854 12/31/2023
     MDY3,655$1,854 12/31/2023
GenTrust LLC3,317$1,849 03/31/2024
     MDY3,317$1,849 03/31/2024
Atria Investments LLC3,642$1,848 12/31/2023
     MDY3,642$1,848 12/31/2023
Wesbanco Bank Inc.3,317$1,846 03/31/2024
     MDY3,317$1,846 03/31/2024
Sunflower Bank N.A.3,297$1,834 03/31/2024
     MDY3,297$1,834 03/31/2024
Moloney Securities Asset Management LLC3,590$1,821 12/31/2023
     MDY3,590$1,821 12/31/2023
Northern Oak Wealth Management Inc.3,586$1,819 12/31/2023
     MDY3,586$1,819 12/31/2023
Northwest Bancshares Inc.3,526$1,789 12/31/2023
     MDY3,526$1,789 12/31/2023
Rosenblum Silverman Sutton S F Inc. CA3,517$1,784 12/31/2023
     MDY3,517$1,784 12/31/2023
Tiemann Investment Advisors LLC3,516$1,784 12/31/2023
     MDY3,516$1,784 12/31/2023
Deutsche Bank AG3,498$1,775 12/31/2023
     MDY3,498$1,775 12/31/2023
Freestone Capital Holdings LLC3,472$1,762 12/31/2023
     MDY3,472$1,762 12/31/2023
Cyndeo Wealth Partners LLC3,162$1,759 03/31/2024
     MDY3,162$1,759 03/31/2024
Integrated Advisors Network LLC3,457$1,754 12/31/2023
     MDY3,457$1,754 12/31/2023
Connectus Wealth LLC3,430$1,742 12/31/2023
     MDY3,430$1,742 12/31/2023
Proficio Capital Partners LLC3,415$1,733 12/31/2023
     MDY3,415$1,733 12/31/2023
Farrow Financial Inc.3,408$1,729 12/31/2023
     MDY3,408$1,729 12/31/2023
L.M. Kohn & Company3,097$1,723 03/31/2024
     MDY3,097$1,723 03/31/2024
Watershed Private Wealth LLC3,393$1,722 12/31/2023
     MDY3,393$1,722 12/31/2023
Kelman Lazarov Inc.3,384$1,717 12/31/2023
     MDY3,384$1,717 12/31/2023
Meridian Investment Counsel Inc.3,381$1,716 12/31/2023
     MDY3,381$1,716 12/31/2023
Capital Planning Advisors LLC3,375$1,712 12/31/2023
     MDY3,375$1,712 12/31/2023
Gridiron Partners LLC3,373$1,711 12/31/2023
     MDY3,373$1,711 12/31/2023
Aspiriant LLC3,071$1,709 03/31/2024
     MDY3,071$1,709 03/31/2024
Oxford Financial Group Ltd.3,319$1,684 12/31/2023
     MDY3,319$1,684 12/31/2023
Neuberger Berman Group LLC3,309$1,679 12/31/2023
     MDY3,309$1,679 12/31/2023
McKinley Carter Wealth Services Inc.3,267$1,658 12/31/2023
     MDY3,267$1,658 12/31/2023
FARMERS & MERCHANTS TRUST Co OF LONG BEACH2,958$1,646 03/31/2024
     MDY2,958$1,646 03/31/2024
EverSource Wealth Advisors LLC3,240$1,644 12/31/2023
     MDY3,240$1,644 12/31/2023
Bank of Nova Scotia3,166$1,607 12/31/2023
     MDY3,166$1,607 12/31/2023
Mathes Company Inc.3,150$1,598 12/31/2023
     MDY3,150$1,598 12/31/2023
Beacon Bridge Wealth Partners LLC3,150$1,598 12/31/2023
     MDY3,150$1,598 12/31/2023
Kestra Private Wealth Services LLC3,138$1,592 12/31/2023
     MDY3,138$1,592 12/31/2023
Darrow Company Inc.3,128$1,587 12/31/2023
     MDY3,128$1,587 12/31/2023
Wunderlich Capital Managemnt3,114$1,580 12/31/2023
     MDY3,114$1,580 12/31/2023
Paradigm Strategies in Wealth Management LLC3,062$1,554 12/31/2023
     MDY3,062$1,554 12/31/2023
GM Advisory Group Inc.3,037$1,541 12/31/2023
     MDY3,037$1,541 12/31/2023
Edge Financial Advisors LLC2,737$1,523 03/31/2024
     MDY2,737$1,523 03/31/2024
Osborne Partners Capital Management LLC2,726$1,517 03/31/2024
     MDY2,726$1,517 03/31/2024
Honkamp Krueger Financial Services Inc.2,985$1,515 12/31/2023
     MDY2,985$1,515 12/31/2023
Horizon Investments LLC2,979$1,511 12/31/2023
     MDY2,979$1,511 12/31/2023
Blue Edge Capital LLC2,969$1,507 12/31/2023
     COM2,969$1,507 12/31/2023
XML Financial LLC2,958$1,501 12/31/2023
     MDY2,958$1,501 12/31/2023
Stratos Wealth Partners LTD.2,673$1,487 03/31/2024
     MDY2,673$1,487 03/31/2024
Manchester Capital Management LLC2,928$1,486 12/31/2023
     MDY2,928$1,486 12/31/2023
Emprise Bank2,669$1,485 03/31/2024
     MDY2,669$1,485 03/31/2024
Disciplined Investments LLC2,665$1,483 03/31/2024
     MDY2,665$1,483 03/31/2024
Coyle Financial Counsel LLC2,917$1,480 12/31/2023
     MDY2,917$1,480 12/31/2023
ORBA Wealth Advisors L.L.C.2,912$1,477 12/31/2023
     MDY2,912$1,477 12/31/2023
Sentinel Trust Co. LBA2,903$1,473 12/31/2023
     MDY2,903$1,473 12/31/2023
Financial Services Advisory Inc2,894$1,468 12/31/2023
     MDY2,894$1,468 12/31/2023
Pine Valley Investments Ltd Liability Co2,884$1,466 12/31/2023
     MDY2,884$1,466 12/31/2023
Nwam LLC2,884$1,464 12/31/2023
     MDY2,884$1,464 12/31/2023
Capital Investment Advisory Services LLC2,622$1,459 03/31/2024
     MDY2,622$1,459 03/31/2024
AlTi Global Inc.2,849$1,451 12/31/2023
     MDY2,849$1,451 12/31/2023
Scotia Capital Inc.2,855$1,448 12/31/2023
     MDY2,855$1,448 12/31/2023
Founders Financial Securities LLC2,590$1,441 03/31/2024
     MDY2,590$1,441 03/31/2024
Essex Financial Services Inc.2,584$1,438 03/31/2024
     MDY2,584$1,438 03/31/2024
Bremer Bank National Association2,583$1,437 03/31/2024
     MDY2,583$1,437 03/31/2024
Providence First Trust Co2,831$1,436 12/31/2023
     MDY2,831$1,436 12/31/2023
Fidelis Capital Partners LLC2,831$1,436 12/31/2023
     MDY2,831$1,436 12/31/2023
SOA Wealth Advisors LLC.2,573$1,431 03/31/2024
     MDY2,573$1,431 03/31/2024
Hardy Reed LLC2,775$1,408 12/31/2023
     MDY2,775$1,408 12/31/2023
Moody Lynn & Lieberson LLC2,521$1,403 03/31/2024
     MDY2,521$1,403 03/31/2024
NorthCrest Asset Manangement LLC2,521$1,403 03/31/2024
     MDY2,521$1,403 03/31/2024
Warren Averett Asset Management LLC2,755$1,398 12/31/2023
     MDY2,755$1,398 12/31/2023
Harbor Advisory Corp MA2,743$1,392 12/31/2023
     MDY2,743$1,392 12/31/2023
CX Institutional2,493$1,387 03/31/2024
     MDY2,493$1,387 03/31/2024
GEM Asset Management LLC2,724$1,382 12/31/2023
     MDY2,724$1,382 12/31/2023
CIC Wealth LLC2,439$1,357 03/31/2024
     MDY2,439$1,357 03/31/2024
Thrivent Financial for Lutherans2,672$1,356 12/31/2023
     MDY2,672$1,356 12/31/2023
Altfest L J & Co. Inc.2,428$1,351 03/31/2024
     MDY2,428$1,351 03/31/2024
Beaumont Financial Advisors LLC2,660$1,350 12/31/2023
     MDY2,660$1,350 12/31/2023
Spire Wealth Management2,415$1,344 03/31/2024
     MDY2,415$1,344 03/31/2024
High Falls Advisors Inc2,637$1,338 12/31/2023
     MDY2,637$1,338 12/31/2023
Montecito Bank & Trust2,402$1,336 03/31/2024
     MDY2,402$1,336 03/31/2024
Simplicity Wealth LLC2,399$1,335 03/31/2024
     MDY2,399$1,335 03/31/2024
Change Path LLC2,618$1,328 12/31/2023
     MDY2,618$1,328 12/31/2023
Marble Harbor Investment Counsel LLC2,600$1,319 12/31/2023
     MDY2,600$1,319 12/31/2023
TCTC Holdings LLC2,597$1,318 12/31/2023
     MDY2,597$1,318 12/31/2023
Sawtooth Solutions LLC2,596$1,317 12/31/2023
     MDY2,596$1,317 12/31/2023
Zions Bancorporation N.A.2,583$1,311 12/31/2023
     MDY2,583$1,311 12/31/2023
Triumph Capital Management2,357$1,302 03/31/2024
     MDY2,357$1,302 03/31/2024
TruWealth Advisors LLC2,309$1,285 03/31/2024
     MDY2,309$1,285 03/31/2024
BKD Wealth Advisors LLC2,304$1,282 03/31/2024
     MDY2,304$1,282 03/31/2024
Baker Avenue Asset Management LP2,503$1,270 12/31/2023
     MDY2,503$1,270 12/31/2023
Blue Fin Capital Inc.2,504$1,270 12/31/2023
     MDY2,504$1,270 12/31/2023
Financial Network Wealth Management LLC2,500$1,268 12/31/2023
     MDY2,500$1,268 12/31/2023
ARK & TLK Investments LLC2,499$1,268 12/31/2023
     MDY2,499$1,268 12/31/2023
Allred Capital Management LLC2,263$1,259 03/31/2024
     MDY2,263$1,259 03/31/2024
Middleton & Co Inc MA2,461$1,249 12/31/2023
     MDY2,461$1,249 12/31/2023
Zhang Financial LLC2,224$1,237 03/31/2024
     MDY2,224$1,237 03/31/2024
Lbmc Investment Advisors LLC2,220$1,235 03/31/2024
     MDY2,220$1,235 03/31/2024
Cozad Asset Management Inc.2,403$1,219 12/31/2023
     MDY2,403$1,219 12/31/2023
Warner Financial Inc.2,183$1,215 03/31/2024
     MDY2,183$1,215 03/31/2024
Stratos Wealth Advisors LLC2,180$1,213 03/31/2024
     MDY2,180$1,213 03/31/2024
Financial Partners Group LLC2,167$1,206 03/31/2024
     MDY2,167$1,206 03/31/2024
Wedbush Securities Inc.2,356$1,196 12/31/2023
     MDY2,356$1,196 12/31/2023
Lyell Wealth Management LP2,352$1,193 12/31/2023
     MDY2,352$1,193 12/31/2023
Becker Capital Management Inc.2,334$1,189 12/31/2023
     MDY2,334$1,189 12/31/2023
Braun Stacey Associates Inc.2,335$1,185 12/31/2023
     MDY2,335$1,185 12/31/2023
Howe & Rusling Inc.2,325$1,180 12/31/2023
     MDY2,325$1,180 12/31/2023
ARS Investment Partners LLC2,314$1,174 12/31/2023
     MDY2,314$1,174 12/31/2023
Walden Wealth Partners LLC2,122$1,149 03/31/2024
     MDY2,122$1,149 03/31/2024
Choate Investment Advisors2,265$1,149 12/31/2023
     MDY2,265$1,149 12/31/2023
Truepoint Inc.2,262$1,148 12/31/2023
     MDY2,262$1,148 12/31/2023
9258 Wealth Management LLC2,251$1,142 12/31/2023
     MDY2,251$1,142 12/31/2023
Peterson Wealth Management2,249$1,141 12/31/2023
     MDY2,249$1,141 12/31/2023
SOL Capital Management CO2,045$1,138 03/31/2024
     MDY2,045$1,138 03/31/2024
Dynamic Advisor Solutions LLC2,037$1,133 03/31/2024
     MDY2,037$1,133 03/31/2024
Robertson Stephens Wealth Management LLC2,218$1,130 12/31/2023
     MDY2,218$1,130 12/31/2023
First National Bank of Mount Dora Trust Investment Services2,022$1,125 03/31/2024
     MDY2,022$1,125 03/31/2024
Sequoia Financial Advisors LLC2,213$1,123 12/31/2023
     MDY2,213$1,123 12/31/2023
Schonfeld Strategic Advisors LLC2,198$1,115 12/31/2023
     MDY2,198$1,115 12/31/2023
Bill Few Associates Inc.1,983$1,103 03/31/2024
     MDY1,983$1,103 03/31/2024
Forza Wealth Management LLC1,960$1,091 03/31/2024
     MDY1,960$1,091 03/31/2024
Clifford Swan Investment Counsel LLC1,959$1,090 03/31/2024
     MDY1,959$1,090 03/31/2024
Sebold Capital Management Inc.1,948$1,084 03/31/2024
     MDY1,948$1,084 03/31/2024
Astoria Portfolio Advisors LLC.2,067$1,083 03/31/2024
     MDY2,067$1,083 03/31/2024
United Bank2,128$1,080 12/31/2023
     MDY2,128$1,080 12/31/2023
Evanson Asset Management LLC1,939$1,079 03/31/2024
     MDY1,939$1,079 03/31/2024
Maltin Wealth Management Inc.1,935$1,077 03/31/2024
     MDY1,935$1,077 03/31/2024
ZRC Wealth Management LLC1,936$1,077 03/31/2024
     MDY1,936$1,077 03/31/2024
White Pine Capital LLC2,122$1,077 12/31/2023
     MDY2,122$1,077 12/31/2023
Bradley Foster & Sargent Inc. CT2,101$1,066 12/31/2023
     MDY2,101$1,066 12/31/2023
Frank Rimerman Advisors LLC2,099$1,065 12/31/2023
     MDY2,099$1,065 12/31/2023
Taylor Financial Group Inc.2,099$1,065 12/31/2023
     MDY2,099$1,065 12/31/2023
Tompkins Financial Corp1,904$1,059 03/31/2024
     MDY1,904$1,059 03/31/2024
White Pine Investment CO2,076$1,053 12/31/2023
     MDY2,076$1,053 12/31/2023
Private Wealth Group LLC1,887$1,050 03/31/2024
     MDY1,887$1,050 03/31/2024
Pacific Financial Group Inc.2,066$1,048 12/31/2023
     MDY2,066$1,048 12/31/2023
Bear Mountain Capital Inc.2,019$1,044 03/31/2024
     MDY2,019$1,044 03/31/2024
Glassman Wealth Services2,049$1,040 12/31/2023
     MDY2,049$1,040 12/31/2023
Summit Trail Advisors LLC1,864$1,039 03/31/2024
     MDY1,864$1,039 03/31/2024
We Are One Seven LLC2,048$1,039 12/31/2023
     MDY2,048$1,039 12/31/2023
InterOcean Capital Group LLC2,045$1,038 12/31/2023
     MDY2,045$1,038 12/31/2023
Sachetta LLC2,043$1,037 12/31/2023
     MDY2,043$1,037 12/31/2023
Prosperity Planning Inc.1,855$1,032 03/31/2024
     MDY1,855$1,032 03/31/2024
Clear Harbor Asset Management LLC2,032$1,031 12/31/2023
     MDY2,032$1,031 12/31/2023
NorthRock Partners LLC2,025$1,027 12/31/2023
     MDY2,025$1,027 12/31/2023
FF Advisors LLC1,840$1,024 03/31/2024
     MDY1,840$1,024 03/31/2024
American Capital Advisory LLC2,019$1,024 12/31/2023
     MDY2,019$1,024 12/31/2023
STAR Financial Bank2,005$1,017 12/31/2023
     MDY2,005$1,017 12/31/2023
Beacon Financial Advisory LLC2,000$1,015 12/31/2023
     MDY2,000$1,015 12/31/2023
Arthur M. Cohen & Associates LLC1,821$1,011 03/31/2024
     MDY1,821$1,011 03/31/2024
NCM Capital Management LLC1,988$1,009 12/31/2023
     MDY1,988$1,009 12/31/2023
Mason Investment Advisory Services Inc.1,980$1,005 12/31/2023
     MDY1,980$1,005 12/31/2023
Frisch Financial Group Inc.1,973$1,001 12/31/2023
     MDY1,973$1,001 12/31/2023
Lcnb Corp1,965$997 12/31/2023
     MDY1,965$997 12/31/2023
Parsons Capital Management Inc. RI1,790$996 03/31/2024
     MDY1,790$996 03/31/2024
Axxcess Wealth Management LLC1,959$994 12/31/2023
     MDY1,959$994 12/31/2023
Snowden Capital Advisors LLC1,922$975 12/31/2023
     MDY1,922$975 12/31/2023
Lynch & Associates IN1,740$968 03/31/2024
     MDY1,740$968 03/31/2024
Castle Rock Wealth Management LLC1,953$965 12/31/2023
     MDY1,953$965 12/31/2023
RFG Advisory LLC1,722$958 03/31/2024
     MDY1,722$958 03/31/2024
Putnam Investments LLC1,875$951 12/31/2023
     MDY1,875$951 12/31/2023
M. Kraus & Co1,700$946 03/31/2024
     MDY1,700$946 03/31/2024
LaSalle St. Investment Advisors LLC1,863$946 12/31/2023
     MDY1,863$946 12/31/2023
Moors & Cabot Inc.1,846$937 12/31/2023
     MDY1,846$937 12/31/2023
Jennison Associates LLC1,835$931 12/31/2023
     MDY1,835$931 12/31/2023
Rockland Trust Co.1,667$928 03/31/2024
     MDY1,667$928 03/31/2024
Legacy Private Trust Co.1,666$927 03/31/2024
     MDY1,666$927 03/31/2024
BancorpSouth Bank1,826$926 12/31/2023
     MDY1,826$926 12/31/2023
Baldwin Brothers Inc. MA1,662$925 03/31/2024
     MDY1,662$925 03/31/2024
Daymark Wealth Partners LLC1,640$912 03/31/2024
     MDY1,640$912 03/31/2024
Valmark Advisers Inc.1,791$909 12/31/2023
     MDY1,791$909 12/31/2023
Howland Capital Management LLC1,777$905 12/31/2023
     MDY1,777$905 12/31/2023
Dana Investment Advisors Inc.1,772$899 12/31/2023
     MDY1,772$899 12/31/2023
Journey Advisory Group LLC1,752$889 12/31/2023
     MDY1,752$889 12/31/2023
Fifth Third Wealth Advisors LLC1,593$886 03/31/2024
     MDY1,593$886 03/31/2024
Carolinas Wealth Consulting LLC1,737$884 12/31/2023
     MDY1,737$884 12/31/2023
Vista Wealth Management Group LLC1,734$880 12/31/2023
     MDY1,734$880 12/31/2023
Procyon Private Wealth Partners LLC1,569$873 03/31/2024
     MDY1,569$873 03/31/2024
OLD Mission Capital LLC1,720$873 12/31/2023
     MDY1,720$873 12/31/2023
Halpern Financial Inc.1,593$872 03/31/2024
     MDY1,593$872 03/31/2024
RTD Financial Advisors Inc.1,560$868 03/31/2024
     MDY1,560$868 03/31/2024
HM Payson & Co.1,701$863 12/31/2023
     MDY1,701$863 12/31/2023
Omega Financial Group LLC1,531$852 03/31/2024
     MDY1,531$852 03/31/2024
Midland Wealth Advisors LLC1,677$851 12/31/2023
     MDY1,677$851 12/31/2023
Arkadios Wealth Advisors1,673$849 12/31/2023
     MDY1,673$849 12/31/2023
Viawealth LLC1,662$843 12/31/2023
     MDY1,662$843 12/31/2023
Cornerstone Wealth Management LLC1,513$842 03/31/2024
     MDY1,513$842 03/31/2024
Sawgrass Asset Management LLC1,655$840 12/31/2023
     MDY1,655$840 12/31/2023
Nemes Rush Group LLC1,649$837 12/31/2023
     MDY1,649$837 12/31/2023
Quadrant Capital Group LLC1,642$833 12/31/2023
     MDY1,642$833 12/31/2023
Alesco Advisors LLC1,639$832 12/31/2023
     MDY1,639$832 12/31/2023
Petix & Botte Co1,640$832 12/31/2023
     MDY1,640$832 12/31/2023
Harmony Asset Management LLC1,629$827 12/31/2023
     MDY1,629$827 12/31/2023
Bell Bank1,485$826 03/31/2024
     MDY1,485$826 03/31/2024
General Partner Inc.1,484$826 03/31/2024
     MDY1,484$826 03/31/2024
Park National Corp OH1,477$822 03/31/2024
     MDY1,477$822 03/31/2024
Townsquare Capital LLC1,619$822 12/31/2023
     MDY1,619$822 12/31/2023
Cordatus Wealth Management LLC1,615$819 12/31/2023
     MDY1,615$819 12/31/2023
Tennessee Valley Asset Management Partners1,469$818 03/31/2024
     MDY1,469$818 03/31/2024
Gator Capital Management LLC1,607$815 12/31/2023
     MDY1,607$815 12/31/2023
Andrews Lucia Wealth Management LLC1,603$813 12/31/2023
     MDY1,603$813 12/31/2023
Bank of Stockton1,453$808 03/31/2024
     MDY1,453$808 03/31/2024
Coldstream Capital Management Inc.1,587$805 12/31/2023
     MDY1,587$805 12/31/2023
CCG Wealth Management LLC1,437$800 03/31/2024
     MDY1,437$800 03/31/2024
Crestwood Advisors Group LLC1,565$794 12/31/2023
     MDY1,565$794 12/31/2023
Tritonpoint Wealth LLC1,530$790 03/31/2024
     MDY1,530$790 03/31/2024
Pettinga Financial Advisors LLC1,418$789 03/31/2024
     MDY1,418$789 03/31/2024
Marion Wealth Management1,419$789 03/31/2024
     MDY1,419$789 03/31/2024
First Business Financial Services Inc.1,551$787 12/31/2023
     MDY1,551$787 12/31/2023
VeraBank N.A.1,545$784 12/31/2023
     MDY1,545$784 12/31/2023
Cassaday & Co Wealth Management LLC1,546$784 12/31/2023
     MDY1,546$784 12/31/2023
Grimes & Company Inc.1,399$779 03/31/2024
     MDY1,399$779 03/31/2024
Lam Group Inc.1,400$779 03/31/2024
     MDY1,400$779 03/31/2024
American Money Management LLC1,534$778 12/31/2023
     MDY1,534$778 12/31/2023
Integrated Wealth Concepts LLC1,534$778 12/31/2023
     MDY1,534$778 12/31/2023
Brighton Jones LLC1,523$773 12/31/2023
     MDY1,523$773 12/31/2023
Hilltop Holdings Inc.1,520$771 12/31/2023
     MDY1,520$771 12/31/2023
UP Strategic Wealth Investment Advisors LLC1,515$769 12/31/2023
     MDY1,515$769 12/31/2023
Vista Investment Management1,512$767 12/31/2023
     MDY1,512$767 12/31/2023
Bank of Hawaii1,510$766 12/31/2023
     MDY1,510$766 12/31/2023
Bay Colony Advisory Group Inc d b a Bay Colony Advisors1,510$766 12/31/2023
     MDY1,510$766 12/31/2023
Retirement Capital Strategies1,502$762 12/31/2023
     MDY1,502$762 12/31/2023
Round Rock Advisors LLC1,360$757 03/31/2024
     MDY1,360$757 03/31/2024
Prudential Financial Inc.1,488$755 12/31/2023
     MDY1,488$755 12/31/2023
Plante Moran Financial Advisors LLC1,469$747 12/31/2023
     MDY1,469$747 12/31/2023
First Western Trust Bank1,443$732 12/31/2023
     MDY1,443$732 12/31/2023
Institute for Wealth Management LLC.1,434$728 12/31/2023
     MDY1,434$728 12/31/2023
McGuire Investment Group LLC1,417$719 12/31/2023
     MDY1,417$719 12/31/2023
Quadrant Private Wealth Management LLC1,406$716 12/31/2023
     MDY1,406$716 12/31/2023
Hyperion Partners LLC1,283$714 03/31/2024
     MDY1,283$714 03/31/2024
Sanders Morris Harris LLC1,275$709 03/31/2024
     MDY1,275$709 03/31/2024
Holistic Financial Partners1,395$708 12/31/2023
     MDY1,395$708 12/31/2023
Blue Barn Wealth LLC1,395$708 12/31/2023
     MDY1,395$708 12/31/2023
LM Advisors LLC1,391$706 12/31/2023
     MDY1,391$706 12/31/2023
Leisure Capital Management1,390$705 12/31/2023
     MDY1,390$705 12/31/2023
Turtle Creek Wealth Advisors LLC1,386$703 12/31/2023
     MDY1,386$703 12/31/2023
FCA Corp TX1,380$700 12/31/2023
     MDY1,380$700 12/31/2023
Acorn Wealth Advisors LLC1,379$700 12/31/2023
     MDY1,379$700 12/31/2023
Single Point Partners LLC1,248$695 03/31/2024
     MDY1,248$695 03/31/2024
Seelaus Asset Management LLC1,369$695 12/31/2023
     MDY1,369$695 12/31/2023
Trexquant Investment LP1,366$693 12/31/2023
     MDY1,366$693 12/31/2023
Kaydan Wealth Management Inc.1,229$684 03/31/2024
     MDY1,229$684 03/31/2024
CIBC World Markets Inc.1,348$684 12/31/2023
     MDY1,348$684 12/31/2023
Parcion Private Wealth LLC1,224$681 03/31/2024
     MDY1,224$681 03/31/2024
River Wealth Advisors LLC1,338$679 12/31/2023
     MDY1,338$679 12/31/2023
Simon Quick Advisors LLC1,219$678 03/31/2024
     MDY1,219$678 03/31/2024
Congress Wealth Management LLC DE 1,212$675 03/31/2024
     MDY1,212$675 03/31/2024
Orion Portfolio Solutions LLC1,346$675 12/31/2023
     MDY1,346$675 12/31/2023
Orgel Wealth Management LLC1,205$670 03/31/2024
     MDY1,205$670 03/31/2024
Garrett Investment Advisors LLC1,205$670 03/31/2024
     MDY1,205$670 03/31/2024
Neumann Capital Management LLC1,320$670 12/31/2023
     MDY1,320$670 12/31/2023
Ellerson Group Inc. ADV1,312$666 12/31/2023
     MDY1,312$666 12/31/2023
Duncker Streett & Co. Inc.1,195$665 03/31/2024
     MDY1,195$665 03/31/2024
Flynn Zito Capital Management LLC1,303$661 12/31/2023
     MDY1,303$661 12/31/2023
GSB Wealth Management LLC1,275$647 12/31/2023
     MDY1,275$647 12/31/2023
Capital Investment Advisors LLC1,157$644 03/31/2024
     MDY1,157$644 03/31/2024
Headlands Technologies LLC1,268$643 12/31/2023
     MDY1,268$643 12/31/2023
TCI Wealth Advisors Inc.1,268$643 12/31/2023
     MDY1,268$643 12/31/2023
Bleakley Financial Group LLC1,261$640 12/31/2023
     MDY1,261$640 12/31/2023
Aspen Investment Management Inc1,258$638 12/31/2023
     MDY1,258$638 12/31/2023
Avalon Trust Co1,254$636 12/31/2023
     MDY1,254$636 12/31/2023
Smithfield Trust Co.1,250$634 12/31/2023
     MDY1,250$634 12/31/2023
New Hampshire Trust1,134$631 03/31/2024
     MDY1,134$631 03/31/2024
Nicollet Investment Management Inc.1,244$631 12/31/2023
     MDY1,244$631 12/31/2023
Sheaff Brock Investment Advisors LLC1,241$630 12/31/2023
     MDY1,241$630 12/31/2023
Centaurus Financial Inc.1,240$629 12/31/2023
     MDY1,240$629 12/31/2023
Trust Co. of Vermont1,239$629 12/31/2023
     MDY1,239$629 12/31/2023
McIlrath & Eck LLC1,237$627 12/31/2023
     MDY1,237$627 12/31/2023
Private Ocean LLC1,119$622 03/31/2024
     MDY1,119$622 03/31/2024
Berger Financial Group Inc1,115$620 03/31/2024
     MDY1,115$620 03/31/2024
Wealth Advisory Solutions LLC1,114$620 03/31/2024
     MDY1,114$620 03/31/2024
Apella Capital LLC1,126$619 03/31/2024
     MDY1,126$619 03/31/2024
Urban Financial Advisory Corp1,218$618 12/31/2023
     MDY1,218$618 12/31/2023
Roberts Glore & Co. Inc. IL1,211$614 12/31/2023
     MDY1,211$614 12/31/2023
Legacy Trust1,096$610 03/31/2024
     MDY1,096$610 03/31/2024
Nicolet Bankshares Inc.1,202$610 12/31/2023
     MDY1,202$610 12/31/2023
Independent Advisor Alliance1,200$609 12/31/2023
     MDY1,200$609 12/31/2023
Flagship Harbor Advisors LLC1,087$605 03/31/2024
     MDY1,087$605 03/31/2024
OneAscent Financial Services LLC1,087$605 03/31/2024
     MDY1,087$605 03/31/2024
Strategic Advisors LLC1,083$603 03/31/2024
     MDY1,083$603 03/31/2024
Exencial Wealth Advisors LLC1,186$602 12/31/2023
     MDY1,186$602 12/31/2023
Sigma Planning Corp1,182$600 12/31/2023
     MDY1,182$600 12/31/2023
Hohimer Wealth Management LLC1,183$600 12/31/2023
     MDY1,183$600 12/31/2023
Foundations Investment Advisors LLC1,185$599 12/31/2023
     MDY1,185$599 12/31/2023
L & S Advisors Inc1,176$597 12/31/2023
     MDY1,176$597 12/31/2023
Evoke Wealth LLC1,167$595 12/31/2023
     MDY1,167$595 12/31/2023
Western Wealth Management LLC1,170$594 12/31/2023
     MDY1,170$594 12/31/2023
WealthPLAN Partners LLC1,169$593 12/31/2023
     MDY1,169$593 12/31/2023
Obermeyer Wood Investment Counsel Lllp1,167$592 12/31/2023
     MDY1,167$592 12/31/2023
MontVue Capital Management Inc.1,166$592 12/31/2023
     MDY1,166$592 12/31/2023
Encompass Wealth Advisors LLC1,160$589 12/31/2023
     MDY1,160$589 12/31/2023
Progressive Investment Management Corp1,057$588 03/31/2024
     MDY1,057$588 03/31/2024
WorthPointe LLC1,158$588 12/31/2023
     MDY1,158$588 12/31/2023
German American Bancorp Inc.1,142$580 12/31/2023
     MDY1,142$580 12/31/2023
SJA Financial Advisory LLC1,144$580 12/31/2023
     MDY1,144$580 12/31/2023
Rathbone Brothers plc1,140$578 12/31/2023
     MDY1,140$578 12/31/2023
BLB&B Advisors LLC1,137$577 12/31/2023
     MDY1,137$577 12/31/2023
Samalin Investment Counsel LLC1,121$569 12/31/2023
     MDY1,121$569 12/31/2023
Pacific Sun Financial Corp1,120$568 12/31/2023
     MDY1,120$568 12/31/2023
Fortress Wealth Group LLC1,123$563 12/31/2023
     MDY1,123$563 12/31/2023
First County Bank CT 1,110$563 12/31/2023
     MDY1,110$563 12/31/2023
JFS Wealth Advisors LLC1,101$559 12/31/2023
     MDY1,101$559 12/31/2023
Wealth Architects LLC1,102$559 12/31/2023
     MDY1,102$559 12/31/2023
Sanibel Captiva Trust Company Inc.1,100$558 12/31/2023
     MDY1,100$558 12/31/2023
Advisors Capital Management LLC1,098$557 12/31/2023
     MDY1,098$557 12/31/2023
WealthShield Partners LLC1,091$556 12/31/2023
     MDY1,091$556 12/31/2023
Baystate Wealth Management LLC1,092$554 12/31/2023
     MDY1,092$554 12/31/2023
Wiley BROS. Aintree Capital LLC992$552 03/31/2024
     MDY992$552 03/31/2024
Vishria Bird Financial Group LLC992$552 03/31/2024
     MDY992$552 03/31/2024
D.A. Davidson & CO.1,087$552 12/31/2023
     MDY1,087$552 12/31/2023
Mirador Capital Partners LP991$551 03/31/2024
     MDY991$551 03/31/2024
Accredited Investors Inc.1,083$550 12/31/2023
     MDY1,083$550 12/31/2023
Appleton Partners Inc. MA982$546 03/31/2024
     MDY982$546 03/31/2024
BSW Wealth Partners979$545 03/31/2024
     MDY979$545 03/31/2024
Allen Mooney & Barnes Investment Advisors LLC1,008$543 03/31/2024
     MDY1,008$543 03/31/2024
Miramar Capital LLC1,070$543 12/31/2023
     MDY1,070$543 12/31/2023
Kanawha Capital Management LLC1,067$541 12/31/2023
     MDY1,067$541 12/31/2023
GTS Securities LLC $538 12/31/2023
     Put32,700$16,591 12/31/2023
     MDY20,857$10,584 12/31/2023
     Call12,900$6,545 12/31/2023
Bragg Financial Advisors Inc1,059$537 12/31/2023
     MDY1,059$537 12/31/2023
JNBA Financial Advisors1,059$537 12/31/2023
     MDY1,059$537 12/31/2023
Silvia Mccoll Wealth Management LLC994$534 03/31/2024
     MDY994$534 03/31/2024
Financial Advisory Service Inc.1,046$531 12/31/2023
     MDY1,046$531 12/31/2023
IHT Wealth Management LLC1,045$530 12/31/2023
     MDY1,045$530 12/31/2023
GW&K Investment Management LLC1,039$527 12/31/2023
     MDY1,039$527 12/31/2023
Canal Capital Management LLC938$522 03/31/2024
     MDY938$522 03/31/2024
Great Lakes Advisors LLC1,005$510 12/31/2023
     MDY1,005$510 12/31/2023
Delap Wealth Advisory LLC1,006$510 12/31/2023
     MDY1,006$510 12/31/2023
DT Investment Partners LLC1,002$509 12/31/2023
     MDY1,002$509 12/31/2023
Douglass Winthrop Advisors LLC1,000$507 12/31/2023
     MDY1,000$507 12/31/2023
GHE LLC1,000$507 12/31/2023
     MDY1,000$507 12/31/2023
Hill Investment Group Partners LLC1,000$507 12/31/2023
     MDY1,000$507 12/31/2023
Benjamin F. Edwards & Company Inc.997$506 12/31/2023
     MDY997$506 12/31/2023
Nuveen Asset Management LLC997$506 12/31/2023
     MDY997$506 12/31/2023
Ledyard National Bank991$503 12/31/2023
     MDY991$503 12/31/2023
Tanager Wealth Management LLP988$503 12/31/2023
     MDY988$503 12/31/2023
First National Trust Co987$501 12/31/2023
     MDY987$501 12/31/2023
Stablepoint Partners LLC896$499 03/31/2024
     MDY896$499 03/31/2024
Wsfs Capital Management LLC984$499 12/31/2023
     MDY984$499 12/31/2023
Great Valley Advisor Group Inc.975$495 12/31/2023
     MDY975$495 12/31/2023
M3 Advisory Group LLC973$494 12/31/2023
     MDY973$494 12/31/2023
Long Road Investment Counsel LLC985$491 12/31/2023
     MDY985$491 12/31/2023
Arrowroot Family Office LLC965$490 12/31/2023
     MDY965$490 12/31/2023
Maren Capital LLC964$489 12/31/2023
     MDY964$489 12/31/2023
Fiduciary Alliance LLC882$487 03/31/2024
     MDY882$487 03/31/2024
Financial Advisory Corp UT ADV873$486 03/31/2024
     MDY873$486 03/31/2024
Bogart Wealth LLC873$486 03/31/2024
     MDY873$486 03/31/2024
Stephens Inc. AR959$486 12/31/2023
     MDY959$486 12/31/2023
Verdence Capital Advisors LLC871$485 03/31/2024
     MDY871$485 03/31/2024
Red Door Wealth Management LLC869$484 03/31/2024
     MDY869$484 03/31/2024
Ameritas Advisory Services LLC933$481 12/31/2023
     MDY933$481 12/31/2023
Gladstone Institutional Advisory LLC947$480 12/31/2023
     MDY947$480 12/31/2023
Cary Street Partners Investment Advisory LLC944$479 12/31/2023
     MDY944$479 12/31/2023
Denver Wealth Management Inc.857$477 03/31/2024
     MDY857$477 03/31/2024
Optimum Investment Advisors855$476 03/31/2024
     MDY855$476 03/31/2024
Vertex Planning Partners LLC938$476 12/31/2023
     MDY938$476 12/31/2023
Glenview Trust Co935$474 12/31/2023
     MDY935$474 12/31/2023
Cullen Frost Bankers Inc.933$473 12/31/2023
     MDY933$473 12/31/2023
Investment Research & Advisory Group Inc.847$471 03/31/2024
     MDY847$471 03/31/2024
HBK Sorce Advisory LLC929$471 12/31/2023
     MDY929$471 12/31/2023
Trail Ridge Investment Advisors LLC929$471 12/31/2023
     MDY929$471 12/31/2023
WBH Advisory Inc.845$470 03/31/2024
     MDY845$470 03/31/2024
Fagan Associates Inc.926$470 12/31/2023
     MDY926$470 12/31/2023
Trillium Asset Management LLC920$467 12/31/2023
     MDY920$467 12/31/2023
SevenBridge Financial Group LLC917$465 12/31/2023
     MDY917$465 12/31/2023
Sigma Investment Counselors Inc.834$464 03/31/2024
     MDY834$464 03/31/2024
Connors Investor Services Inc.915$464 12/31/2023
     MDY915$464 12/31/2023
Thompson Davis & CO. Inc.914$464 12/31/2023
     MDY914$464 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management905$459 12/31/2023
     MDY905$459 12/31/2023
Mitchell Mcleod Pugh & Williams Inc.905$459 12/31/2023
     MDY905$459 12/31/2023
Brookstone Capital Management822$457 03/31/2024
     MDY822$457 03/31/2024
Capital Advisors Ltd. LLC818$455 03/31/2024
     MDY818$455 03/31/2024
HCR Wealth Advisors896$455 12/31/2023
     MDY896$455 12/31/2023
Woodmont Investment Counsel LLC813$452 03/31/2024
     MDY813$452 03/31/2024
Clear Creek Financial Management LLC888$448 12/31/2023
     MDY888$448 12/31/2023
Cohen Klingenstein LLC800$445 03/31/2024
     MDY800$445 03/31/2024
Certified Advisory Corp876$445 12/31/2023
     MDY876$445 12/31/2023
Lowe Brockenbrough & Co. Inc.872$444 12/31/2023
     MDY872$444 12/31/2023
Leo Wealth LLC868$443 12/31/2023
     MDY868$443 12/31/2023
Ayrshire Capital Management LLC790$440 03/31/2024
     MDY790$440 03/31/2024
Koss Olinger Consulting LLC790$440 03/31/2024
     MDY790$440 03/31/2024
GUNN & Co INVESTMENT MANAGEMENT INC.862$437 12/31/2023
     MDY862$437 12/31/2023
D. Scott Neal Inc.780$435 03/31/2024
     MDY780$435 03/31/2024
Fulton Breakefield Broenniman LLC855$434 12/31/2023
     MDY855$434 12/31/2023
Fiera Capital Corp853$433 12/31/2023
     MDY853$433 12/31/2023
Cardiff Park Advisors LLC848$430 12/31/2023
     MDY848$430 12/31/2023
TrinityPoint Wealth LLC843$428 12/31/2023
     MDY843$428 12/31/2023
Monograph Wealth Advisors LLC835$425 12/31/2023
     MDY835$425 12/31/2023
Harbour Investment Management LLC833$424 12/31/2023
     MDY833$424 12/31/2023
WP Advisors LLC829$420 12/31/2023
     MDY829$420 12/31/2023
Ancora Advisors LLC826$419 12/31/2023
     MDY826$419 12/31/2023
Howard Capital Management Group LLC745$415 03/31/2024
     MDY745$415 03/31/2024
Seascape Capital Management818$415 12/31/2023
     MDY818$415 12/31/2023
Kingswood Wealth Advisors LLC742$413 03/31/2024
     MDY742$413 03/31/2024
Octavia Wealth Advisors LLC740$412 03/31/2024
     MDY740$412 03/31/2024
Objectivity Squared LLC765$411 03/31/2024
     MDY765$411 03/31/2024
SageView Advisory Group LLC809$411 12/31/2023
     MDY809$411 12/31/2023
Mutual Advisors LLC808$410 12/31/2023
     MDY808$410 12/31/2023
TFG Advisers LLC807$410 12/31/2023
     MDY807$410 12/31/2023
Texas Capital Bank Wealth Management Services Inc.804$408 12/31/2023
     MDY804$408 12/31/2023
John W. Brooker & Co. CPAs732$407 03/31/2024
     MDY732$407 03/31/2024
Platform Technology Partners786$407 12/31/2023
     MDY786$407 12/31/2023
Price T Rowe Associates Inc. MD800$406 12/31/2023
     MDY800$406 12/31/2023
North Star Asset Management Inc.800$406 12/31/2023
     MDY800$406 12/31/2023
Marquette Asset Management LLC800$406 12/31/2023
     MDY800$406 12/31/2023
Abbrea Capital LLC797$406 12/31/2023
     MDY797$406 12/31/2023
Roof Eidam & Maycock ADV798$405 12/31/2023
     MDY798$405 12/31/2023
LS Investment Advisors LLC798$405 12/31/2023
     MDY798$405 12/31/2023
Almanack Investment Partners LLC.799$405 12/31/2023
     MDY799$405 12/31/2023
Capital Group Private Client Services Inc.796$404 12/31/2023
     MDY796$404 12/31/2023
Missouri Trust & Investment Co796$404 12/31/2023
     MDY796$404 12/31/2023
FCG Investment Co725$403 03/31/2024
     MDY725$403 03/31/2024
REDW Wealth LLC790$401 12/31/2023
     MDY790$401 12/31/2023
Valeo Financial Advisors LLC755$400 03/31/2024
     MDY755$400 03/31/2024
Clarus Wealth Advisors743$400 03/31/2024
     MDY743$400 03/31/2024
Meeder Asset Management Inc.786$399 12/31/2023
     MDY786$399 12/31/2023
Titleist Asset Management LLC784$398 12/31/2023
     MDY784$398 12/31/2023
Newman Dignan & Sheerar Inc.781$396 12/31/2023
     MDY781$396 12/31/2023
Gryphon Financial Partners LLC781$396 12/31/2023
     MDY781$396 12/31/2023
Summit Place Financial Advisors LLC780$396 12/31/2023
     MDY780$396 12/31/2023
Ardent Capital Management Inc.780$396 12/31/2023
     MDY780$396 12/31/2023
S.A. Mason LLC706$393 03/31/2024
     MDY706$393 03/31/2024
Eagle Global Advisors LLC775$393 12/31/2023
     MDY775$393 12/31/2023
Beach Investment Counsel Inc. PA770$391 03/31/2024
     MDY770$391 03/31/2024
Bouchey Financial Group Ltd700$390 03/31/2024
     MDY700$390 03/31/2024
Carret Asset Management LLC695$387 03/31/2024
     MDY695$387 03/31/2024
NewEdge Wealth LLC761$386 12/31/2023
     MDY761$386 12/31/2023
Lifeworks Advisors LLC757$384 12/31/2023
     MDY757$384 12/31/2023
Napa Wealth Management755$383 12/31/2023
     MDY755$383 12/31/2023
Pioneer Trust Bank N A OR752$382 12/31/2023
     MDY752$382 12/31/2023
Beirne Wealth Consulting Services LLC749$382 12/31/2023
     MDY749$382 12/31/2023
Charter Trust Co.685$381 03/31/2024
     MDY685$381 03/31/2024
Rodgers Brothers Inc.748$380 12/31/2023
     MDY748$380 12/31/2023
Colonial Trust Co SC748$380 12/31/2023
     MDY748$380 12/31/2023
O Shaughnessy Asset Management LLC744$377 12/31/2023
     MDY744$377 12/31/2023
Farmers & Merchants Investments Inc.675$376 03/31/2024
     MDY675$376 03/31/2024
JDM Financial Group LLC740$375 12/31/2023
     MDY740$375 12/31/2023
Patton Albertson Miller Group LLC668$372 03/31/2024
     MDY668$372 03/31/2024
Heartwood Wealth Advisors LLC661$368 03/31/2024
     MDY661$368 03/31/2024
US Financial Advisors LLC725$368 12/31/2023
     MDY725$368 12/31/2023
One Capital Management LLC715$363 12/31/2023
     MDY715$363 12/31/2023
Dohj LLC650$362 03/31/2024
     MDY650$362 03/31/2024
Saxon Interests Inc.651$362 03/31/2024
     MDY651$362 03/31/2024
Monterey Private Wealth Inc.649$361 03/31/2024
     MDY649$361 03/31/2024
Flagship Private Wealth LLC711$361 12/31/2023
     MDY711$361 12/31/2023
Boston Trust Walden Corp645$359 03/31/2024
     MDY645$359 03/31/2024
Retirement Planning Co of New England Inc.707$359 12/31/2023
     MDY707$359 12/31/2023
Level Four Advisory Services LLC706$358 12/31/2023
     MDY706$358 12/31/2023
Brand Asset Management Group Inc.705$358 12/31/2023
     MDY705$358 12/31/2023
Commonwealth Financial Services LLC702$356 12/31/2023
     MDY702$356 12/31/2023
Black Diamond Financial LLC702$356 12/31/2023
     MDY702$356 12/31/2023
Aberdeen Wealth Management LLC701$356 12/31/2023
     MDY701$356 12/31/2023
PFG Investments LLC639$355 03/31/2024
     MDY639$355 03/31/2024
ICW Investment Advisors LLC699$355 12/31/2023
     MDY699$355 12/31/2023
Ronald Blue Trust Inc.699$355 12/31/2023
     MDY699$355 12/31/2023
EHP Funds Inc.700$355 12/31/2023
     MDY700$355 12/31/2023
Spears Abacus Advisors LLC698$354 12/31/2023
     MDY698$354 12/31/2023
Rise Advisors LLC634$353 03/31/2024
     MDY634$353 03/31/2024
Novare Capital Management LLC691$351 12/31/2023
     MDY691$351 12/31/2023
CRA Financial Services LLC624$347 03/31/2024
     MDY624$347 03/31/2024
Orion Capital Management LLC684$347 12/31/2023
     MDY684$347 12/31/2023
Shufro Rose & Co. LLC681$346 12/31/2023
     MDY681$346 12/31/2023
United Community Bank680$345 12/31/2023
     MDY680$345 12/31/2023
Cortland Associates Inc. MO615$342 03/31/2024
     MDY615$342 03/31/2024
Sapient Capital LLC612$341 03/31/2024
     MDY612$341 03/31/2024
Anchor Capital Advisors LLC670$340 12/31/2023
     MDY670$340 12/31/2023
Apexium Financial LP606$337 03/31/2024
     MDY606$337 03/31/2024
Wealth Alliance665$337 12/31/2023
     MDY665$337 12/31/2023
Shaker Investments LLC OH602$335 03/31/2024
     MDY602$335 03/31/2024
Plancorp LLC660$335 12/31/2023
     MDY660$335 12/31/2023
TriaGen Wealth Management LLC600$334 03/31/2024
     MDY600$334 03/31/2024
Clearwater Capital Advisors LLC656$333 12/31/2023
     MDY656$333 12/31/2023
Bedel Financial Consulting Inc.657$333 12/31/2023
     MDY657$333 12/31/2023
Chevy Chase Trust Holdings Inc.655$332 12/31/2023
     MDY655$332 12/31/2023
Merriman Wealth Management LLC651$332 12/31/2023
     MDY651$332 12/31/2023
Clark Capital Management Group Inc.650$330 12/31/2023
     MDY650$330 12/31/2023
Aptus Capital Advisors LLC650$330 12/31/2023
     MDY650$330 12/31/2023
Guardian Wealth Advisors LLC NC650$330 12/31/2023
     MDY650$330 12/31/2023
Ruggaard & Associates LLC650$330 12/31/2023
     MDY650$330 12/31/2023
Cadinha & Co. LLC648$329 12/31/2023
     MDY648$329 12/31/2023
Rehmann Capital Advisory Group647$329 12/31/2023
     MDY647$329 12/31/2023
Well Done LLC590$328 03/31/2024
     MDY590$328 03/31/2024
Larson Financial Group LLC $328 12/31/2023
     MDY636$323 12/31/2023
     Call151$5 12/31/2023
Trust Point Inc.588$327 03/31/2024
     MDY588$327 03/31/2024
Hall Kathryn A.645$327 12/31/2023
     MDY645$327 12/31/2023
Guidance Point Advisors LLC638$325 12/31/2023
     MDY638$325 12/31/2023
Legacy Financial Strategies LLC576$320 03/31/2024
     MDY576$320 03/31/2024
CM Wealth Advisors LLC629$320 12/31/2023
     MDY629$320 12/31/2023
Strategic Financial Concepts LLC571$318 03/31/2024
     MDY571$318 03/31/2024
Zevin Asset Management LLC624$317 12/31/2023
     MDY624$317 12/31/2023
Investment Partners LTD.568$316 03/31/2024
     MDY568$316 03/31/2024
Spotlight Asset Group Inc.618$314 12/31/2023
     MDY618$314 12/31/2023
High Net Worth Advisory Group LLC562$313 03/31/2024
     MDY562$313 03/31/2024
Gillespie Robinson & Grimm Inc.560$312 03/31/2024
     MDY560$312 03/31/2024
Wilbanks Smith & Thomas Asset Management LLC615$312 12/31/2023
     MDY615$312 12/31/2023
CoreCap Advisors LLC612$311 12/31/2023
     MDY612$311 12/31/2023
Lakeview Capital Partners LLC606$308 12/31/2023
     MDY606$308 12/31/2023
Southland Equity Partners LLC551$307 03/31/2024
     MDY551$307 03/31/2024
Guyasuta Investment Advisors Inc.601$305 03/31/2024
     MDY601$305 03/31/2024
SYM FINANCIAL Corp600$304 12/31/2023
     MDY600$304 12/31/2023
SPC Financial Inc.600$304 12/31/2023
     MDY600$304 12/31/2023
Belvedere Trading LLC $304 12/31/2023
     Call600$304 12/31/2023
Manhattan West Asset Management LLC600$304 12/31/2023
     MDY600$304 12/31/2023
American National Bank544$303 03/31/2024
     MDY544$303 03/31/2024
Greystone Financial Group LLC541$301 03/31/2024
     MDY541$301 03/31/2024
AlphaStar Capital Management LLC591$300 12/31/2023
     MDY591$300 12/31/2023
Financial & Tax Architects LLC590$299 12/31/2023
     MDY590$299 12/31/2023
Visionary Wealth Advisors589$299 12/31/2023
     MDY589$299 12/31/2023
Aurum Wealth Management Group LLC533$297 03/31/2024
     MDY533$297 03/31/2024
Grant GrossMendelsohn LLC540$297 03/31/2024
     MDY540$297 03/31/2024
Zacks Investment Management586$297 12/31/2023
     MDY586$297 12/31/2023
Parallel Advisors LLC586$297 12/31/2023
     MDY586$297 12/31/2023
Pure Financial Advisors Inc.532$296 03/31/2024
     MDY532$296 03/31/2024
Paragon Capital Management LLC582$295 12/31/2023
     MDY582$295 12/31/2023
Forum Financial Management LP580$294 12/31/2023
     MDY580$294 12/31/2023
Edmonds Duncan Registered Investment Advisors LLC526$293 03/31/2024
     MDY526$293 03/31/2024
Summit Asset Management LLC578$293 12/31/2023
     MDY578$293 12/31/2023
Heritage Investment Group Inc.575$292 12/31/2023
     MDY575$292 12/31/2023
King Luther Capital Management Corp573$291 12/31/2023
     MDY573$291 12/31/2023
Tarbox Family Office Inc.522$290 03/31/2024
     MDY522$290 03/31/2024
Aprio Wealth Management LLC521$290 03/31/2024
     MDY521$290 03/31/2024
Dividend Assets Capital LLC571$290 12/31/2023
     MDY571$290 12/31/2023
SNS Financial Group LLC518$289 03/31/2024
     MDY518$289 03/31/2024
Pinnacle Bank520$289 03/31/2024
     MDY520$289 03/31/2024
Wedmont Private Capital524$288 03/31/2024
     MDY524$288 03/31/2024
Isthmus Partners LLC565$287 12/31/2023
     MDY565$287 12/31/2023
Schechter Investment Advisors LLC564$286 12/31/2023
     MDY564$286 12/31/2023
Cassady Schiller Wealth Management LLC561$285 12/31/2023
     MDY561$285 12/31/2023
Etfidea LLC561$285 12/31/2023
     MDY561$285 12/31/2023
First Heartland Consultants Inc.559$284 12/31/2023
     MDY559$284 12/31/2023
Trust Co509$283 03/31/2024
     MDY509$283 03/31/2024
Kwmg LLC508$283 03/31/2024
     MDY508$283 03/31/2024
CapWealth Advisors LLC558$283 12/31/2023
     MDY558$283 12/31/2023
Waypoint Capital Advisors LLC553$281 12/31/2023
     MDY553$281 12/31/2023
Red Lighthouse Investment Management LLC550$279 12/31/2023
     MDY550$279 12/31/2023
Atomi Financial Group Inc.550$279 12/31/2023
     MDY550$279 12/31/2023
Bfsg LLC500$278 03/31/2024
     MDY500$278 03/31/2024
MBL Wealth LLC500$278 03/31/2024
     MDY500$278 03/31/2024
Signet Financial Management LLC496$276 03/31/2024
     MDY496$276 03/31/2024
First Foundation Advisors544$276 12/31/2023
     MDY544$276 12/31/2023
Maryland Capital Advisors Inc.495$275 03/31/2024
     MDY495$275 03/31/2024
TD Asset Management Inc.542$275 12/31/2023
     MDY542$275 12/31/2023
Lake Street Advisors Group LLC538$274 12/31/2023
     MDY538$274 12/31/2023
Chilton Capital Management LLC538$273 12/31/2023
     MDY538$273 12/31/2023
ProVise Management Group LLC539$273 12/31/2023
     MDY539$273 12/31/2023
Per Stirling Capital Management LLC.539$273 12/31/2023
     MDY539$273 12/31/2023
Measured Wealth Private Client Group LLC488$272 03/31/2024
     MDY488$272 03/31/2024
Granite Harbor Advisors Inc.537$272 12/31/2023
     MDY537$272 12/31/2023
Evergreen Capital Management LLC532$271 12/31/2023
     MDY532$271 12/31/2023
Cypress Wealth Services LLC485$270 03/31/2024
     MDY485$270 03/31/2024
WealthTrust Axiom LLC532$270 12/31/2023
     MDY532$270 12/31/2023
Mission Wealth Management LP532$270 12/31/2023
     MDY532$270 12/31/2023
Congress Asset Management Co. MA483$269 03/31/2024
     MDY483$269 03/31/2024
Wintrust Investments LLC529$268 12/31/2023
     MDY529$268 12/31/2023
Heritage Wealth Partners LLC526$267 03/31/2024
     MDY526$267 03/31/2024
Ellis Investment Partners LLC478$266 03/31/2024
     MDY478$266 03/31/2024
Asset Planning Corporation523$266 12/31/2023
     MDY523$266 12/31/2023
Lewis Asset Management LLC525$266 12/31/2023
     MDY525$266 12/31/2023
Jackson Hole Capital Partners LLC523$265 12/31/2023
     MDY523$265 12/31/2023
Hanson & Doremus Investment Management475$264 03/31/2024
     MDY475$264 03/31/2024
JSF Financial LLC515$262 12/31/2023
     MDY515$262 12/31/2023
Libra Wealth LLC515$261 12/31/2023
     MDY515$261 12/31/2023
Blue Bell Private Wealth Management LLC467$260 03/31/2024
     MDY467$260 03/31/2024
IFP Advisors Inc512$260 12/31/2023
     MDY512$260 12/31/2023
Apeiron RIA LLC465$259 03/31/2024
     MDY465$259 03/31/2024
Hoese & Co LLP490$259 03/31/2024
     MDY490$259 03/31/2024
Soundmark Wealth Management LLC464$258 03/31/2024
     MDY464$258 03/31/2024
Baker Tilly Financial LLC508$258 12/31/2023
     MDY508$258 12/31/2023
AA Financial Advisors LLC508$258 12/31/2023
     MDY508$258 12/31/2023
Atwood & Palmer Inc.463$257 03/31/2024
     MDY463$257 03/31/2024
First Pacific Financial462$257 03/31/2024
     MDY462$257 03/31/2024
Investment Advisory Services Inc. TX ADV460$256 03/31/2024
     MDY460$256 03/31/2024
Heritage Trust Co504$256 12/31/2023
     MDY504$256 12/31/2023
PAX Financial Group LLC500$255 12/31/2023
     MDY500$255 12/31/2023
Fusion Family Wealth LLC500$254 12/31/2023
     MDY500$254 12/31/2023
Allegheny Financial Group LTD497$252 12/31/2023
     MDY497$252 12/31/2023
Morris Retirement Advisors LLC494$251 12/31/2023
     MDY494$251 12/31/2023
Mystic Asset Management Inc.495$251 12/31/2023
     MDY495$251 12/31/2023
Harbor Investment Advisory LLC449$250 03/31/2024
     MDY449$250 03/31/2024
Westside Investment Management Inc.450$249 03/31/2024
     MDY450$249 03/31/2024
Cornerstone Wealth Group LLC448$249 03/31/2024
     MDY448$249 03/31/2024
Retirement Planning Group444$247 03/31/2024
     MDY444$247 03/31/2024
Keeler Thomas Management LLC483$245 12/31/2023
     MDY483$245 12/31/2023
Exeter Financial LLC450$244 03/31/2024
     MDY450$244 03/31/2024
Trivant Custom Portfolio Group LLC438$244 03/31/2024
     MDY438$244 03/31/2024
South State CORP.481$244 12/31/2023
     MDY481$244 12/31/2023
Washington Trust Bank480$244 12/31/2023
     MDY480$244 12/31/2023
Arete Wealth Advisors LLC481$244 12/31/2023
     MDY481$244 12/31/2023
Birch Hill Investment Advisors LLC478$243 12/31/2023
     MDY478$243 12/31/2023
Naviter Wealth LLC433$241 03/31/2024
     MDY433$241 03/31/2024
Estate Counselors LLC475$241 12/31/2023
     MDY475$241 12/31/2023
Lesa Sroufe & Co470$238 12/31/2023
     MDY470$238 12/31/2023
Symphony Financial Ltd. Co.426$237 03/31/2024
     MDY426$237 03/31/2024
Tradition Wealth Management LLC466$236 12/31/2023
     MDY466$236 12/31/2023
Bensler LLC465$236 12/31/2023
     MDY465$236 12/31/2023
Essex Savings Bank464$235 03/31/2024
     MDY464$235 03/31/2024
Garden State Investment Advisory Services LLC460$235 12/31/2023
     MDY460$235 12/31/2023
Brookmont Capital Management420$234 03/31/2024
     MDY420$234 03/31/2024
Inspirion Wealth Advisors LLC420$234 03/31/2024
     MDY420$234 03/31/2024
Brown Miller Wealth Management LLC422$234 03/31/2024
     MDY422$234 03/31/2024
Sheets Smith Wealth Management461$234 12/31/2023
     MDY461$234 12/31/2023
Ritholtz Wealth Management418$233 03/31/2024
     MDY418$233 03/31/2024
Principal Securities Inc.458$233 12/31/2023
     MDY458$233 12/31/2023
Concentric Wealth Management LLC460$233 12/31/2023
     MDY460$233 12/31/2023
Guardian Capital Advisors LP460$231 12/31/2023
     MDY460$231 12/31/2023
Financial Insights Inc.414$230 03/31/2024
     MDY414$230 03/31/2024
Laurel Wealth Advisors LLC452$229 12/31/2023
     MDY452$229 12/31/2023
Empower Advisory Group LLC452$229 12/31/2023
     MDY452$229 12/31/2023
Lane & Associates LLC410$228 03/31/2024
     MDY410$228 03/31/2024
Lantern Wealth Advisors LLC449$228 12/31/2023
     MDY449$228 12/31/2023
Gateway Wealth Partners LLC450$228 12/31/2023
     MDY450$228 12/31/2023
Financial Partners Group Inc448$227 12/31/2023
     MDY448$227 12/31/2023
Geneos Wealth Management Inc.446$226 12/31/2023
     MDY446$226 12/31/2023
Root Financial Partners LLC405$225 03/31/2024
     MDY405$225 03/31/2024
Aquire Wealth Advisors LLC444$225 12/31/2023
     MDY444$225 12/31/2023
Oder Investment Management LLC443$225 12/31/2023
     MDY443$225 12/31/2023
Eagle Ridge Investment Management402$224 03/31/2024
     MDY402$224 03/31/2024
Lwmg LLC441$224 12/31/2023
     MDY441$224 12/31/2023
Boston Common Asset Management LLC400$223 03/31/2024
     MDY400$223 03/31/2024
Grassi Investment Management401$223 03/31/2024
     MDY401$223 03/31/2024
Rockwood Wealth Management LLC400$223 03/31/2024
     MDY400$223 03/31/2024
Southernsun Asset Management LLC440$223 12/31/2023
     MDY440$223 12/31/2023
J. W. Coons Advisors LLC437$222 12/31/2023
     MDY437$222 12/31/2023
YHB Investment Advisors Inc.435$221 12/31/2023
     MDY435$221 12/31/2023
Catalyst Financial Partners LLC424$219 03/31/2024
     MDY424$219 03/31/2024
Accordant Advisory Group Inc394$219 03/31/2024
     MDY394$219 03/31/2024
Scissortail Wealth Management LLC430$219 12/31/2023
     MDY430$219 12/31/2023
Van Strum & Towne Inc.430$218 12/31/2023
     MDY430$218 12/31/2023
QRG Capital Management Inc.426$216 12/31/2023
     MDY426$216 12/31/2023
Platte River Wealth Advisors LLC385$214 03/31/2024
     MDY385$214 03/31/2024
Nicholas Hoffman & Company LLC.383$213 03/31/2024
     MDY383$213 03/31/2024
Texas Capital Bancshares Inc. TX420$213 12/31/2023
     MDY420$213 12/31/2023
Tranquility Partners LLC418$212 12/31/2023
     MDY418$212 12/31/2023
SeaCrest Wealth Management LLC379$211 03/31/2024
     MDY379$211 03/31/2024
Confluence Wealth Services Inc.377$210 03/31/2024
     MDY377$210 03/31/2024
Milestone Asset Management LLC373$208 03/31/2024
     MDY373$208 03/31/2024
Madden Advisory Services Inc.407$207 12/31/2023
     MDY407$207 12/31/2023
Cynosure Management LLC408$207 12/31/2023
     MDY408$207 12/31/2023
Aull & Monroe Investment Management Corp406$206 12/31/2023
     MDY406$206 12/31/2023
Jacobs & Co. CA370$205 03/31/2024
     MDY370$205 03/31/2024
Charles Schwab Trust Co368$205 03/31/2024
     MDY368$205 03/31/2024
Alexander Randolph Advisory Inc.404$205 12/31/2023
     MDY404$205 12/31/2023
Asset Dedication LLC367$204 03/31/2024
     MDY367$204 03/31/2024
Rappaport Reiches Capital Management LLC367$204 03/31/2024
     MDY367$204 03/31/2024
Oarsman Capital Inc.402$204 12/31/2023
     MDY402$204 12/31/2023
HTLF Bank364$203 03/31/2024
     MDY364$203 03/31/2024
Pictet & Cie Europe SA400$203 12/31/2023
     MDY400$203 12/31/2023
Wambolt & Associates LLC400$203 12/31/2023
     MDY400$203 12/31/2023
Icapital Wealth LLC400$203 12/31/2023
     MDY400$203 12/31/2023
Vantage Financial Partners LLC401$203 12/31/2023
     MDY401$203 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors400$203 12/31/2023
     MDY400$203 12/31/2023
Counterweight Ventures LLC400$203 12/31/2023
     MDY400$203 12/31/2023
Cora Capital Advisors LLC363$202 03/31/2024
     MDY363$202 03/31/2024
River Street Advisors LLC362$201 03/31/2024
     MDY362$201 03/31/2024
Fox Hill Wealth Management361$201 03/31/2024
     MDY361$201 03/31/2024
Bangor Savings Bank358$199 03/31/2024
     MDY358$199 03/31/2024
Creative Financial Designs Inc. ADV390$198 12/31/2023
     MDY390$198 12/31/2023
Arcadia Investment Management Corp MI342$190 03/31/2024
     MDY342$190 03/31/2024
Pingora Partners LLC375$190 12/31/2023
     MDY375$190 12/31/2023
Parkside Financial Bank & Trust365$185 12/31/2023
     MDY365$185 12/31/2023
Garde Capital Inc.362$184 12/31/2023
     MDY362$184 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC358$182 12/31/2023
     MDY358$182 12/31/2023
Blackhill Capital Inc.351$178 12/31/2023
     MDY351$178 12/31/2023
Tyler Stone Wealth Management335$170 12/31/2023
     MDY335$170 12/31/2023
Fairman Group LLC330$168 12/31/2023
     MDY330$168 12/31/2023
Operose Advisors LLC329$167 12/31/2023
     MDY329$167 12/31/2023
Silicon Valley Capital Partners328$166 12/31/2023
     MDY328$166 12/31/2023
Riggs Asset Managment Co. Inc.321$163 12/31/2023
     MDY321$163 12/31/2023
JJJ Advisors Inc.290$162 03/31/2024
     MDY290$162 03/31/2024
Mather Group LLC.314$159 03/31/2024
     MDY314$159 03/31/2024
Systematic Alpha Investments LLC300$152 12/31/2023
     MDY300$152 12/31/2023
Contravisory Investment Management Inc.272$151 03/31/2024
     MDY272$151 03/31/2024
Northwest Financial Advisors293$149 12/31/2023
     MDY293$149 12/31/2023
SJS Investment Consulting Inc.262$146 03/31/2024
     MDY262$146 03/31/2024
Wetzel Investment Advisors Inc.271$140 03/31/2024
     MDY271$140 03/31/2024
Proequities Inc. $139 12/31/2023
     MDY273$139 12/31/2023
     S&P 500 ETF TR PUT0$0 12/31/2023
     S&P 500 ETF TR CALL0$0 12/31/2023
Jackson Grant Investment Advisers Inc.264$134 12/31/2023
     MDY264$134 12/31/2023
Resurgent Financial Advisors LLC260$132 12/31/2023
     MDY260$132 12/31/2023
Archer Investment Corp256$130 12/31/2023
     MDY256$130 12/31/2023
IAG Wealth Partners LLC229$127 03/31/2024
     MDY229$127 03/31/2024
Evermay Wealth Management LLC250$127 12/31/2023
     MDY250$127 12/31/2023
Foster Dykema Cabot & Partners LLC250$127 12/31/2023
     MDY250$127 12/31/2023
CNB Bank235$119 12/31/2023
     MDY235$119 12/31/2023
O Dell Group LLC235$119 12/31/2023
     MDY235$119 12/31/2023
Monetary Management Group Inc.230$117 12/31/2023
     MDY230$117 12/31/2023
NBC Securities Inc.189$115 03/31/2024
     MDY189$115 03/31/2024
Icon Wealth Advisors LLC226$115 12/31/2023
     MDY226$115 12/31/2023
Indiana Trust & Investment Management CO202$112 03/31/2024
     MDY202$112 03/31/2024
Blue Chip Partners Inc.200$111 03/31/2024
     MDY200$111 03/31/2024
PFG Private Wealth Management LLC199$111 03/31/2024
     MDY199$111 03/31/2024
Rogco LP211$107 12/31/2023
     MDY211$107 12/31/2023
Beacon Capital Management LLC208$106 12/31/2023
     MDY208$106 12/31/2023
Godsey & Gibb Associates185$103 03/31/2024
     MDY185$103 03/31/2024
Banque Cantonale Vaudoise182$101 03/31/2024
     MDY182$101 03/31/2024
Hollencrest Capital Management199$101 12/31/2023
     MDY199$101 12/31/2023
Mascoma Wealth Management LLC198$100 12/31/2023
     MDY198$100 12/31/2023
Sunbelt Securities Inc.178$99 03/31/2024
     MDY178$99 03/31/2024
TD Capital Management LLC196$99 12/31/2023
     MDY196$99 12/31/2023
Northwest Bank & Trust Co195$99 12/31/2023
     MDY195$99 12/31/2023
Costello Asset Management INC172$96 03/31/2024
     MDY172$96 03/31/2024
West Tower Group LLC186$94 12/31/2023
     MDY186$94 12/31/2023
Tortoise Investment Management LLC177$90 12/31/2023
     MDY177$90 12/31/2023
Gables Capital Management Inc.177$90 12/31/2023
     MDY177$90 12/31/2023
M&R Capital Management Inc.160$89 03/31/2024
     MDY160$89 03/31/2024
Northwest Investment Counselors LLC159$88 03/31/2024
     MDY159$88 03/31/2024
Atlas Capital Advisors LLC150$84 03/31/2024
     MDY150$84 03/31/2024
Horizons Wealth Management164$83 03/31/2024
     MDY164$83 03/31/2024
Thomas J. Herzfeld Advisors Inc.150$76 12/31/2023
     MDY150$76 12/31/2023
FSA Wealth Management LLC145$74 12/31/2023
     MDY145$74 12/31/2023
Sugarloaf Wealth Management LLC125$70 03/31/2024
     MDY125$70 03/31/2024
Mark Sheptoff Financial Planning LLC136$69 12/31/2023
     MDY136$69 12/31/2023
Newton One Investments LLC121$68 03/31/2024
     MDY121$68 03/31/2024
RFP Financial Group LLC135$68 12/31/2023
     MDY135$68 12/31/2023
Semmax Financial Advisors Inc.133$67 12/31/2023
     MDY133$67 12/31/2023
Criterion Capital Advisors LLC114$63 03/31/2024
     MDY114$63 03/31/2024
Washington Trust Advisors Inc.125$63 12/31/2023
     MDY125$63 12/31/2023
Jones Financial Companies Lllp113$58 12/31/2023
     MDY113$58 12/31/2023
Canton Hathaway LLC115$58 12/31/2023
     MDY115$58 12/31/2023
Security National Bank100$56 03/31/2024
     MDY100$56 03/31/2024
Toronto Dominion Bank107$54 12/31/2023
     MDY107$54 12/31/2023
Register Financial Advisors LLC94$52 03/31/2024
     MDY94$52 03/31/2024
Assetmark Inc.100$51 12/31/2023
     MDY100$51 12/31/2023
Clean Yield Group100$51 12/31/2023
     MDY100$51 12/31/2023
Colonial Trust Advisors100$51 12/31/2023
     MDY100$51 12/31/2023
Anchor Investment Management LLC100$51 12/31/2023
     MDY100$51 12/31/2023
First Community Trust NA90$50 03/31/2024
     MDY90$50 03/31/2024
AdvisorNet Financial Inc90$50 03/31/2024
     MDY90$50 03/31/2024
Islay Capital Management LLC98$50 12/31/2023
     MDY98$50 12/31/2023
Bruce G. Allen Investments LLC87$49 03/31/2024
     MDY87$49 03/31/2024
Perkins Coie Trust Co85$47 03/31/2024
     MDY85$47 03/31/2024
Main Street Group LTD90$46 12/31/2023
     MDY90$46 12/31/2023
FinTrust Capital Advisors LLC88$45 12/31/2023
     MDY88$45 12/31/2023
Smartleaf Asset Management LLC88$45 12/31/2023
     MDY88$45 12/31/2023
ORG Partners LLC86$44 12/31/2023
     MDY86$44 12/31/2023
Toth Financial Advisory Corp74$41 03/31/2024
     MDY74$41 03/31/2024
Bollard Group LLC80$41 12/31/2023
     MDY80$41 12/31/2023
Winch Advisory Services LLC79$40 12/31/2023
     MDY79$40 12/31/2023
First Manhattan Co.74$38 12/31/2023
     MDY74$38 12/31/2023
Country Trust Bank66$37 03/31/2024
     MDY66$37 03/31/2024
CoreFirst Bank & Trust70$36 12/31/2023
     MDY70$36 12/31/2023
Signaturefd LLC63$32 12/31/2023
     MDY63$32 12/31/2023
SRS Capital Advisors Inc.63$32 12/31/2023
     MDY63$32 12/31/2023
Webster Bank N. A.55$31 03/31/2024
     MDY55$31 03/31/2024
Global Trust Asset Management LLC56$31 03/31/2024
     MDY56$31 03/31/2024
Piscataqua Savings Bank56$31 03/31/2024
     MDY56$31 03/31/2024
Richardson Capital Management LLC52$29 03/31/2024
     MDY52$29 03/31/2024
Hazlett Burt & Watson Inc.57$29 12/31/2023
     MDY57$29 12/31/2023
City Holding Co.50$28 03/31/2024
     MDY50$28 03/31/2024
West Branch Capital LLC50$28 03/31/2024
     MDY50$28 03/31/2024
Evolution Advisers Inc.54$27 12/31/2023
     MDY54$27 12/31/2023
Norwood Financial Corp47$26 03/31/2024
     MDY47$26 03/31/2024
Resources Management Corp CT ADV507$25 12/31/2023
     MDY507$25 12/31/2023
National Bank of Canada FI46$23 12/31/2023
     MDY46$23 12/31/2023
Concord Wealth Partners46$23 12/31/2023
     MDY46$23 12/31/2023
Cherry Tree Wealth Management LLC45$23 12/31/2023
     MDY45$23 12/31/2023
Householder Group Estate & Retirement Specialist LLC44$22 12/31/2023
     MDY44$22 12/31/2023
Tidemark LLC43$22 12/31/2023
     MDY43$22 12/31/2023
Capital Analysts LLC42$21 12/31/2023
     MDY42$21 12/31/2023
Amundi35$17 12/31/2023
     MDY35$17 12/31/2023
Farther Finance Advisors LLC32$16 12/31/2023
     MDY32$16 12/31/2023
Burkett Financial Services LLC26$15 03/31/2024
     MDY26$15 03/31/2024
Cornerstone Planning Group LLC30$15 12/31/2023
     MDY30$15 12/31/2023
Eagle Bay Advisors LLC30$15 12/31/2023
     MDY30$15 12/31/2023
Financial Connections Group Inc.31$15 12/31/2023
     MDY31$15 12/31/2023
City State Bank25$14 03/31/2024
     MDY25$14 03/31/2024
Castleview Partners LLC28$14 12/31/2023
     MDY28$14 12/31/2023
Activest Wealth Management24$13 03/31/2024
     MDY24$13 03/31/2024
Arrow Financial Corp25$13 12/31/2023
     MDY25$13 12/31/2023
NewSquare Capital LLC25$13 12/31/2023
     MDY25$13 12/31/2023
CKW Financial Group20$11 03/31/2024
     MDY20$11 03/31/2024
Roble Belko & Company Inc19$11 03/31/2024
     MDY19$11 03/31/2024
Annapolis Financial Services LLC20$11 03/31/2024
     MDY20$11 03/31/2024
Stephens Consulting LLC19$11 03/31/2024
     MDY19$11 03/31/2024
RE Dickinson Investment Advisors LLC19$10 12/31/2023
     MDY19$10 12/31/2023
Live Oak Investment Partners19$10 12/31/2023
     MDY19$10 12/31/2023
Valley National Advisers Inc.17$9 03/31/2024
     MDY17$9 03/31/2024
Sound Income Strategies LLC17$9 03/31/2024
     MDY17$9 03/31/2024
Newbridge Financial Services Group Inc.16$9 03/31/2024
     MDY16$9 03/31/2024
Fortitude Family Office LLC15$8 03/31/2024
     MDY15$8 03/31/2024
Delta Asset Management LLC TN15$8 12/31/2023
     MDY15$8 12/31/2023
GHP Investment Advisors Inc.12$7 03/31/2024
     MDY12$7 03/31/2024
Northwest Capital Management Inc13$7 03/31/2024
     MDY13$7 03/31/2024
HHM Wealth Advisors LLC13$7 12/31/2023
     MDY13$7 12/31/2023
Solstein Capital LLC10$6 03/31/2024
     MDY10$6 03/31/2024
Key Financial Inc10$5 12/31/2023
     MDY10$5 12/31/2023
Caldwell Sutter Capital Inc.7$4 03/31/2024
     MDY7$4 03/31/2024
AllSquare Wealth Management LLC6$3 12/31/2023
     MDY6$3 12/31/2023
Cutler Group LP $2 03/31/2024
     Call100$2 03/31/2024
     Put300$0 03/31/2024
Coston McIsaac & Partners1$1 03/31/2024
     MDY1$1 03/31/2024
Rockbridge Investment Management LCC1$1 12/31/2023
     MDY1$1 12/31/2023
Gradient Investments LLC0$0 03/31/2024
     MDY0$0 03/31/2024
HAP Trading LLC $-1 12/31/2023
     Put31,000$1 12/31/2023
Maven Securities LTD $-812 12/31/2023
     Put3,600$1,827 12/31/2023
     Call2,000$1,015 12/31/2023
Basswood Capital Management L.L.C. $-1,059 12/31/2023
     Put2,088$1,059 12/31/2023
Simplex Trading LLC $-3,672 03/31/2024
     Put13,200$7,344 03/31/2024
     Call6,600$3,672 03/31/2024
CenterStar Asset Management LLC $-7,293 03/31/2024
     Put16,200$9,014 03/31/2024
     Call2,300$1,280 03/31/2024
     MDY792$441 03/31/2024
Troluce Capital Advisors LLC $-10,148 12/31/2023
     Put20,000$10,148 12/31/2023
Brant Point Investment Management LLC $-76,107 12/31/2023
     Put1,500$76,107 12/31/2023
Mendel Money Management520$-264,029 12/31/2023
     Put520$264,029 12/31/2023

See Summary: Institutional Holders of MDY
See Details: Top 10 Hedge Funds Holding MDY
Also See: MDY Holdings Changes

Quotes delayed 20 minutes

Email EnvelopeFree MDY Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding MDY | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.