On this page, we present all of the funds holding SCHA from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SCHA, with a link to that fund's top holdings. The next columns indicate the amount of SCHA stock held by each of the funds holding SCHA, followed by the SCHA position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 1015 funds holding SCHA within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Charles Schwab Investment Advisory Inc.. For more details on the positions held by Charles Schwab Investment Advisory Inc. (or by any of the other funds holding SCHA), click the fund name in the "Holder" column of the funds-holding-SCHA table below.

Holder	Amount	Position Size ($ in 1000's)	As of
Charles Schwab Investment Advisory Inc.	74,637,516	$3,525,876	12/31/2023
SCHA	74,637,516	$3,525,876	12/31/2023
Cerity Partners LLC	16,760,429	$791,763	12/31/2023
SCHA	16,760,429	$791,763	12/31/2023
Empower Advisory Group LLC	12,253,397	$578,850	12/31/2023
SCHA	12,253,397	$578,850	12/31/2023
Bank of America Corp DE	9,791,716	$462,561	12/31/2023
SCHA	9,791,716	$462,561	12/31/2023
Charles Schwab Investment Management Inc.	9,113,463	$430,520	12/31/2023
SCHA	9,113,463	$430,520	12/31/2023
Sei Investments Co.	7,891,167	$372,780	12/31/2023
SCHA	7,891,167	$372,780	12/31/2023
Goldman Sachs Group Inc.	3,680,961	$173,889	12/31/2023
SCHA	3,680,961	$173,889	12/31/2023
Financial Engines Advisors L.L.C.	2,653,446	$125,349	12/31/2023
SCHA	2,653,446	$125,349	12/31/2023
Creative Planning	2,512,732	$118,701	12/31/2023
SCHA	2,512,732	$118,701	12/31/2023
Envestnet Asset Management Inc.	2,274,138	$107,430	12/31/2023
SCHA	2,274,138	$107,430	12/31/2023
Advisory Alpha LLC	2,099,060	$99,163	12/31/2023
SCHA	2,099,060	$99,163	12/31/2023
Advisor Group Holdings Inc.	1,769,078	$83,562	12/31/2023
SCHA	1,769,078	$83,562	12/31/2023
UBS Group AG	1,757,875	$83,042	12/31/2023
SCHA	1,757,875	$83,042	12/31/2023
Wealth Enhancement Advisory Services LLC	1,526,643	$75,172	03/31/2024
SCHA	1,526,643	$75,172	03/31/2024
Mercer Global Advisors Inc. ADV	1,492,622	$70,511	12/31/2023
SCHA	1,492,622	$70,511	12/31/2023
Mariner LLC	1,489,063	$70,343	12/31/2023
SCHA	1,489,063	$70,343	12/31/2023
HighTower Advisors LLC	1,322,987	$62,438	12/31/2023
SCHA	1,322,987	$62,438	12/31/2023
Northwestern Mutual Wealth Management Co.	1,289,792	$60,938	12/31/2023
SCHA	1,289,792	$60,938	12/31/2023
Morgan Stanley	1,228,179	$58,019	12/31/2023
SCHA	1,228,179	$58,019	12/31/2023
Aurum Wealth Management Group LLC	1,161,010	$57,168	03/31/2024
SCHA	1,161,010	$57,168	03/31/2024
1832 Asset Management L.P.	1,192,657	$56,341	12/31/2023
SCHA	1,192,657	$56,341	12/31/2023
Savant Capital LLC	1,179,836	$55,735	12/31/2023
SCHA	1,179,836	$55,735	12/31/2023
LPL Financial LLC	1,155,168	$54,570	12/31/2023
SCHA	1,155,168	$54,570	12/31/2023
Rainey & Randall Investment Management Inc.	845,371	$41,626	03/31/2024
SCHA	845,371	$41,626	03/31/2024
Steele Capital Management Inc.	720,160	$35,461	03/31/2024
SCHA	720,160	$35,461	03/31/2024
Klingenstein Fields & Co. LP	728,571	$34,418	12/31/2023
SCHA	728,571	$34,418	12/31/2023
Gemmer Asset Management LLC	707,804	$33,437	12/31/2023
SCHA	707,804	$33,437	12/31/2023
Prime Capital Investment Advisors LLC	625,140	$29,532	12/31/2023
SCHA	625,140	$29,532	12/31/2023
Ameriprise Financial Inc.	603,830	$28,533	12/31/2023
SCHA	603,830	$28,533	12/31/2023
RKL Wealth Management LLC	595,587	$28,136	12/31/2023
SCHA	595,587	$28,136	12/31/2023
Moneta Group Investment Advisors LLC	587,815	$27,768	12/31/2023
SCHA	587,815	$27,768	12/31/2023
Legacy Wealth Management Inc	560,586	$27,603	03/31/2024
SCHA	560,586	$27,603	03/31/2024
CI Private Wealth LLC	564,724	$26,678	12/31/2023
SCHA	564,724	$26,678	12/31/2023
Visionary Wealth Advisors	526,012	$24,849	12/31/2023
SCHA	526,012	$24,849	12/31/2023
Mokosak Advisory Group LLC	509,910	$24,088	12/31/2023
SCHA	509,910	$24,088	12/31/2023
Beacon Pointe Advisors LLC	502,161	$23,722	12/31/2023
SCHA	502,161	$23,722	12/31/2023
Summit Financial Strategies Inc.	479,718	$22,662	12/31/2023
SCHA	479,718	$22,662	12/31/2023
Captrust Financial Advisors	448,097	$21,172	12/31/2023
SCHA	448,097	$21,172	12/31/2023
Wells Fargo & Company MN	446,853	$21,109	12/31/2023
SCHA	446,853	$21,109	12/31/2023
First International Bank & Trust	427,919	$21,071	03/31/2024
SCHA	427,919	$21,071	03/31/2024
JPMorgan Chase & Co.	424,558	$20,056	12/31/2023
SCHA	424,558	$20,056	12/31/2023
Noble Family Wealth LLC	404,691	$19,927	03/31/2024
SCHA	404,691	$19,927	03/31/2024
FIDELIS iM LLC	397,259	$19,561	03/31/2024
SCHA	397,259	$19,561	03/31/2024
Dynamic Advisor Solutions LLC	389,461	$19,177	03/31/2024
SCHA	389,461	$19,177	03/31/2024
Marshall Financial Group Inc. ADV	387,270	$18,295	12/31/2023
SCHA	387,270	$18,295	12/31/2023
Granite Bay Wealth Management LLC	384,892	$18,182	12/31/2023
SCHA	384,892	$18,182	12/31/2023
JJJ Advisors Inc.	366,380	$18,041	03/31/2024
SCHA	366,380	$18,041	03/31/2024
ForthRight Wealth Management LLC	365,981	$18,021	03/31/2024
SCHA	365,981	$18,021	03/31/2024
Thrivent Financial for Lutherans	376,288	$17,781	12/31/2023
SCHA	376,288	$17,781	12/31/2023
Strategic Financial Planning Inc.	351,508	$17,308	03/31/2024
SCHA	351,508	$17,308	03/31/2024
Foundations Investment Advisors LLC	349,147	$16,082	12/31/2023
SCHA	349,147	$16,082	12/31/2023
Burt Wealth Advisors	324,543	$15,980	03/31/2024
SCHA	324,543	$15,980	03/31/2024
Riversedge Advisors LLC	336,979	$15,919	12/31/2023
SCHA	336,979	$15,919	12/31/2023
Sage Financial Group Inc.	329,103	$15,547	12/31/2023
SCHA	329,103	$15,547	12/31/2023
Bangor Savings Bank	313,776	$15,450	03/31/2024
SCHA	313,776	$15,450	03/31/2024
MML Investors Services LLC	323,797	$15,296	12/31/2023
SCHA	323,797	$15,296	12/31/2023
United Capital Financial Advisers LLC	321,809	$15,202	12/31/2023
SCHA	321,809	$15,202	12/31/2023
Meridian Management Co.	323,915	$15,166	12/31/2023
SCHA	323,915	$15,166	12/31/2023
Toroso Investments LLC	312,528	$14,764	12/31/2023
SCHA	312,528	$14,764	12/31/2023
Integrated Wealth Concepts LLC	297,794	$14,068	12/31/2023
SCHA	297,794	$14,068	12/31/2023
Charles Schwab Trust Co	282,063	$13,889	03/31/2024
SCHA	282,063	$13,889	03/31/2024
Waterford Advisors LLC	285,146	$13,470	12/31/2023
SCHA	285,146	$13,470	12/31/2023
Resources Investment Advisors LLC.	284,542	$13,442	12/31/2023
SCHA	284,542	$13,442	12/31/2023
Raymond James Financial Services Advisors Inc.	272,192	$13,403	03/31/2024
SCHA	272,192	$13,403	03/31/2024
CoreCap Advisors LLC	276,424	$13,058	12/31/2023
SCHA	276,424	$13,058	12/31/2023
First National Corp MA ADV	271,425	$12,822	03/31/2024
SCHA	271,425	$12,822	03/31/2024
OLD National Bancorp IN	258,618	$12,734	03/31/2024
SCHA	258,618	$12,734	03/31/2024
Moneywise Inc.	255,630	$12,587	03/31/2024
SCHA	255,630	$12,587	03/31/2024
Cambridge Investment Research Advisors Inc.	265,372	$12,536	12/31/2023
SCHA	265,372	$12,536	12/31/2023
Johnson Investment Counsel Inc.	264,105	$12,476	12/31/2023
SCHA	264,105	$12,476	12/31/2023
Joule Financial LLC	262,227	$12,388	12/31/2023
SCHA	262,227	$12,388	12/31/2023
Curi Capital	261,782	$12,367	12/31/2023
SCHA	261,782	$12,367	12/31/2023
Ascension Capital Advisors Inc.	261,551	$12,356	12/31/2023
SCHA	261,551	$12,356	12/31/2023
Buckingham Capital Management Inc.	248,374	$12,230	03/31/2024
SCHA	248,374	$12,230	03/31/2024
Clearwater Capital Advisors LLC	256,009	$12,094	12/31/2023
SCHA	256,009	$12,094	12/31/2023
Summit Wealth & Retirement Planning Inc.	255,460	$12,068	12/31/2023
SCHA	255,460	$12,068	12/31/2023
New York Life Investment Management LLC	252,817	$11,943	12/31/2023
SCHA	252,817	$11,943	12/31/2023
Buckingham Strategic Wealth LLC	250,668	$11,842	12/31/2023
SCHA	250,668	$11,842	12/31/2023
AE Wealth Management LLC	250,465	$11,564	12/31/2023
SCHA	250,465	$11,564	12/31/2023
Main Street Financial Solutions LLC	233,580	$11,501	03/31/2024
SCHA	233,580	$11,501	03/31/2024
US Bancorp DE	240,238	$11,349	12/31/2023
SCHA	240,238	$11,349	12/31/2023
Berger Financial Group Inc	229,889	$11,320	03/31/2024
SCHA	229,889	$11,320	03/31/2024
Kohmann Bosshard Financial Services LLC	228,581	$11,255	03/31/2024
SCHA	228,581	$11,255	03/31/2024
HHM Wealth Advisors LLC	237,485	$11,219	12/31/2023
SCHA	237,485	$11,219	12/31/2023
Commonwealth Equity Services LLC	231,652	$10,943	12/31/2023
SCHA	231,652	$10,943	12/31/2023
Sequoia Financial Advisors LLC	229,178	$10,826	12/31/2023
SCHA	229,178	$10,826	12/31/2023
St. Johns Investment Management Company LLC	219,447	$10,806	03/31/2024
SCHA	219,447	$10,806	03/31/2024
Appleton Partners Inc. MA	216,811	$10,676	03/31/2024
SCHA	216,811	$10,676	03/31/2024
North Star Asset Management Inc.	225,995	$10,676	12/31/2023
SCHA	225,995	$10,676	12/31/2023
Northwest Investment Counselors LLC	216,098	$10,641	03/31/2024
SCHA	216,098	$10,641	03/31/2024
Alliance Wealth Management Group	224,706	$10,615	12/31/2023
SCHA	224,706	$10,615	12/31/2023
Towercrest Capital Management	224,706	$10,615	12/31/2023
SCHA	224,706	$10,615	12/31/2023
Tradition Wealth Management LLC	224,225	$10,592	12/31/2023
SCHA	224,225	$10,592	12/31/2023
Meridian Wealth Management LLC	223,658	$10,566	12/31/2023
SCHA	223,658	$10,566	12/31/2023
Kavar Capital Partners Group LLC	216,568	$10,231	12/31/2023
SCHA	216,568	$10,231	12/31/2023
Focus Financial Network Inc. ADV	213,841	$10,102	12/31/2023
SCHA	213,841	$10,102	12/31/2023
Hoylecohen LLC	211,609	$9,996	12/31/2023
SCHA	211,609	$9,996	12/31/2023
Cetera Advisor Networks LLC	210,527	$9,945	12/31/2023
SCHA	210,527	$9,945	12/31/2023
Almanack Investment Partners LLC.	209,910	$9,916	12/31/2023
SCHA	209,910	$9,916	12/31/2023
Youngs Advisory Group Inc.	209,886	$9,915	12/31/2023
SCHA	209,886	$9,915	12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management	208,383	$9,844	12/31/2023
SCHA	208,383	$9,844	12/31/2023
Souders Financial Advisors	203,204	$9,599	12/31/2023
SCHA	203,204	$9,599	12/31/2023
American Financial Advisors LLC	189,220	$9,317	03/31/2024
SCHA	189,220	$9,317	03/31/2024
Matrix Trust Co	192,386	$9,088	12/31/2023
SCHA	192,386	$9,088	12/31/2023
Curbstone Financial Management Corp	183,642	$9,043	03/31/2024
SCHA	183,642	$9,043	03/31/2024
Truist Financial Corp	190,055	$8,978	12/31/2023
SCHA	190,055	$8,978	12/31/2023
Jones Financial Companies Lllp	188,380	$8,899	12/31/2023
SCHA	188,380	$8,899	12/31/2023
Essex LLC	186,859	$8,827	12/31/2023
SCHA	186,859	$8,827	12/31/2023
Pinnacle Wealth Management LLC	185,408	$8,759	12/31/2023
SCHA	185,408	$8,759	12/31/2023
Scarborough Advisors LLC	183,247	$8,657	12/31/2023
SCHA	183,247	$8,657	12/31/2023
Bouchey Financial Group Ltd	172,935	$8,515	03/31/2024
SCHA	172,935	$8,515	03/31/2024
VCI Wealth Management LLC	178,685	$8,441	12/31/2023
SCHA	178,685	$8,441	12/31/2023
Salem Investment Counselors Inc.	170,352	$8,388	03/31/2024
SCHA	170,352	$8,388	03/31/2024
Lutz Financial Services LLC	176,694	$8,347	12/31/2023
SCHA	176,694	$8,347	12/31/2023
Patriot Investment Management Inc.	167,288	$8,237	03/31/2024
SCHA	167,288	$8,237	03/31/2024
Courage Miller Partners LLC	165,823	$8,165	03/31/2024
SCHA	165,823	$8,165	03/31/2024
Vista Private Wealth Partners. LLC	177,901	$8,130	12/31/2023
SCHA	177,901	$8,130	12/31/2023
Chicago Partners Investment Group LLC	175,243	$8,023	12/31/2023
SCHA	175,243	$8,023	12/31/2023
Whittier Trust Co.	167,667	$7,921	12/31/2023
SCHA	167,667	$7,921	12/31/2023
Consilium Wealth Advisory LLC	163,487	$7,723	12/31/2023
SCHA	163,487	$7,723	12/31/2023
Financial Counselors Inc.	163,399	$7,719	12/31/2023
SCHA	163,399	$7,719	12/31/2023
Whittier Trust Co. of Nevada Inc.	160,072	$7,562	12/31/2023
SCHA	160,072	$7,562	12/31/2023
Athena Investment Management	159,630	$7,541	12/31/2023
SCHA	159,630	$7,541	12/31/2023
St. Louis Trust Co	158,529	$7,489	12/31/2023
SCHA	158,529	$7,489	12/31/2023
Sightline Wealth Advisors LLC	158,141	$7,471	12/31/2023
SCHA	158,141	$7,471	12/31/2023
Morris Financial Concepts Inc.	151,190	$7,445	03/31/2024
SCHA	151,190	$7,445	03/31/2024
Missouri Trust & Investment Co	154,339	$7,291	12/31/2023
SCHA	154,339	$7,291	12/31/2023
Strategic Family Wealth Counselors L.L.C.	153,485	$7,251	12/31/2023
SCHA	153,485	$7,251	12/31/2023
Cliftonlarsonallen Wealth Advisors LLC	152,603	$7,209	12/31/2023
SCHA	152,603	$7,209	12/31/2023
Sontag Advisory LLC	152,460	$7,202	12/31/2023
SCHA	152,460	$7,202	12/31/2023
Retirement Guys Formula LLC	145,262	$7,153	03/31/2024
SCHA	145,262	$7,153	03/31/2024
Avenue 1 Advisors LLC	144,521	$7,116	03/31/2024
SCHA	144,521	$7,116	03/31/2024
Mather Group LLC.	149,384	$7,057	03/31/2024
SCHA	149,384	$7,057	03/31/2024
Congress Wealth Management LLC DE	143,323	$7,057	03/31/2024
SCHA	143,323	$7,057	03/31/2024
Asset Dedication LLC	143,235	$7,054	03/31/2024
SCHA	143,235	$7,054	03/31/2024
Sunbelt Securities Inc.	142,404	$7,012	03/31/2024
SCHA	142,404	$7,012	03/31/2024
Stifel Financial Corp	147,910	$6,987	12/31/2023
SCHA	147,910	$6,987	12/31/2023
Garde Capital Inc.	146,751	$6,933	12/31/2023
SCHA	146,751	$6,933	12/31/2023
HB Wealth Management LLC	146,071	$6,901	12/31/2023
SCHA	146,071	$6,901	12/31/2023
Hart & Patterson Financial Group LLC	139,448	$6,866	03/31/2024
SCHA	139,448	$6,866	03/31/2024
Asset Management Group Inc.	141,854	$6,701	12/31/2023
SCHA	141,854	$6,701	12/31/2023
Dravo Bay LLC	141,617	$6,690	12/31/2023
SCHA	141,617	$6,690	12/31/2023
Bleakley Financial Group LLC	141,172	$6,669	12/31/2023
SCHA	141,172	$6,669	12/31/2023
Sawtooth Solutions LLC	141,092	$6,665	12/31/2023
SCHA	141,092	$6,665	12/31/2023
Horizon Financial Services LLC	139,493	$6,590	12/31/2023
SCHA	139,493	$6,590	12/31/2023
Pacific Sage Partners LLC	133,419	$6,570	03/31/2024
SCHA	133,419	$6,570	03/31/2024
Bell Investment Advisors Inc	138,036	$6,521	12/31/2023
SCHA	138,036	$6,521	12/31/2023
Black Diamond Financial LLC	137,773	$6,508	12/31/2023
SCHA	137,773	$6,508	12/31/2023
Cresset Asset Management LLC	137,304	$6,486	12/31/2023
SCHA	137,304	$6,486	12/31/2023
Valley Forge Investment Consultants Inc. ADV	136,905	$6,467	12/31/2023
SCHA	136,905	$6,467	12/31/2023
LVW Advisors LLC	127,002	$6,254	03/31/2024
SCHA	127,002	$6,254	03/31/2024
Asset Advisors Investment Management LLC	130,207	$6,151	12/31/2023
SCHA	130,207	$6,151	12/31/2023
Marquette Asset Management LLC	130,038	$6,143	12/31/2023
SCHA	130,038	$6,143	12/31/2023
Insight Financial Services	124,121	$6,112	03/31/2024
SCHA	124,121	$6,112	03/31/2024
Integrated Advisors Network LLC	127,288	$6,013	12/31/2023
SCHA	127,288	$6,013	12/31/2023
ProVise Management Group LLC	126,614	$5,981	12/31/2023
SCHA	126,614	$5,981	12/31/2023
Valmark Advisers Inc.	125,404	$5,924	12/31/2023
SCHA	125,404	$5,924	12/31/2023
Friedenthal Financial	123,806	$5,849	12/31/2023
SCHA	123,806	$5,849	12/31/2023
Orgel Wealth Management LLC	117,101	$5,766	03/31/2024
SCHA	117,101	$5,766	03/31/2024
Prosperity Consulting Group LLC	121,484	$5,739	12/31/2023
SCHA	121,484	$5,739	12/31/2023
Gill Capital Partners LLC	120,057	$5,672	12/31/2023
SCHA	120,057	$5,672	12/31/2023
BCS Wealth Management	114,924	$5,659	03/31/2024
SCHA	114,924	$5,659	03/31/2024
Redhawk Wealth Advisors Inc.	118,013	$5,575	12/31/2023
SCHA	118,013	$5,575	12/31/2023
Sculati Wealth Management LLC	117,622	$5,556	12/31/2023
SCHA	117,622	$5,556	12/31/2023
Ausdal Financial Partners Inc.	109,202	$5,377	03/31/2024
SCHA	109,202	$5,377	03/31/2024
Arbor Trust Wealth Advisors LLC	112,684	$5,328	03/31/2024
SCHA	112,684	$5,328	03/31/2024
Planned Solutions Inc.	110,839	$5,236	12/31/2023
SCHA	110,839	$5,236	12/31/2023
Rockefeller Capital Management L.P.	109,392	$5,168	12/31/2023
SCHA	109,392	$5,168	12/31/2023
Global Strategic Investment Solutions LLC	109,343	$5,165	12/31/2023
SCHA	109,343	$5,165	12/31/2023
Modera Wealth Management LLC	108,268	$5,115	12/31/2023
SCHA	108,268	$5,115	12/31/2023
Texas Yale Capital Corp.	107,076	$5,058	12/31/2023
SCHA	107,076	$5,058	12/31/2023
Royal Bank of Canada	106,138	$5,014	12/31/2023
SCHA	106,138	$5,014	12/31/2023
Blue Bell Private Wealth Management LLC	105,176	$4,969	12/31/2023
SCHA	105,176	$4,969	12/31/2023
Destination Wealth Management	104,731	$4,948	12/31/2023
SCHA	104,731	$4,948	12/31/2023
Provident Wealth Management LLC	99,877	$4,918	03/31/2024
SCHA	99,877	$4,918	03/31/2024
Gordian Advisors LLC	103,314	$4,881	12/31/2023
SCHA	103,314	$4,881	12/31/2023
Carolina Wealth Advisors LLC	98,558	$4,853	03/31/2024
SCHA	98,558	$4,853	03/31/2024
Brand Asset Management Group Inc.	101,112	$4,777	12/31/2023
SCHA	101,112	$4,777	12/31/2023
Sheets Smith Wealth Management	100,974	$4,770	12/31/2023
SCHA	100,974	$4,770	12/31/2023
Cornerstone Wealth Group LLC	96,566	$4,755	03/31/2024
SCHA	96,566	$4,755	03/31/2024
Compass Financial Group INC SD	95,593	$4,707	03/31/2024
SCHA	95,593	$4,707	03/31/2024
Elwood & Goetz Wealth Advisory Group LLC	93,393	$4,599	03/31/2024
SCHA	93,393	$4,599	03/31/2024
Cedrus LLC	92,088	$4,534	03/31/2024
SCHA	92,088	$4,534	03/31/2024
Evergreen Capital Management LLC	95,600	$4,516	12/31/2023
SCHA	95,600	$4,516	12/31/2023
MAI Capital Management	95,304	$4,502	12/31/2023
SCHA	95,304	$4,502	12/31/2023
Paces Ferry Wealth Advisors LLC	94,793	$4,478	12/31/2023
SCHA	94,793	$4,478	12/31/2023
Townsquare Capital LLC	93,918	$4,437	12/31/2023
SCHA	93,918	$4,437	12/31/2023
Raymond James & Associates	90,012	$4,432	03/31/2024
SCHA	90,012	$4,432	03/31/2024
WBH Advisory Inc.	89,781	$4,421	03/31/2024
SCHA	89,781	$4,421	03/31/2024
Fortis Capital Management LLC	93,558	$4,420	12/31/2023
SCHA	93,558	$4,420	12/31/2023
CWM LLC	88,437	$4,355	03/31/2024
SCHA	88,437	$4,355	03/31/2024
Fifth Third Securities Inc.	88,369	$4,351	03/31/2024
SCHA	88,369	$4,351	03/31/2024
Pittenger & Anderson Inc.	91,965	$4,344	12/31/2023
SCHA	91,965	$4,344	12/31/2023
Advisors Capital Management LLC	91,724	$4,333	12/31/2023
SCHA	91,724	$4,333	12/31/2023
IFP Advisors Inc	91,718	$4,333	12/31/2023
SCHA	91,718	$4,333	12/31/2023
Juncture Wealth Strategies LLC	87,727	$4,320	03/31/2024
SCHA	87,727	$4,320	03/31/2024
Dodds Wealth LLC	91,389	$4,317	12/31/2023
SCHA	91,389	$4,317	12/31/2023
Apollon Wealth Management LLC	90,911	$4,295	12/31/2023
SCHA	90,911	$4,295	12/31/2023
Nikulski Financial Inc.	86,524	$4,260	03/31/2024
SCHA	86,524	$4,260	03/31/2024
Newman Dignan & Sheerar Inc.	89,633	$4,234	12/31/2023
SCHA	89,633	$4,234	12/31/2023
Brown Wealth Management LLC	87,218	$4,120	12/31/2023
SCHA	87,218	$4,120	12/31/2023
PrairieView Partners LLC	87,052	$4,112	12/31/2023
SCHA	87,052	$4,112	12/31/2023
Fort Point Capital Partners LLC	86,999	$4,110	12/31/2023
SCHA	86,999	$4,110	12/31/2023
Davis Capital Management	83,632	$4,081	03/31/2024
SCHA	83,632	$4,081	03/31/2024
Foster Victor Wealth Advisors LLC	87,300	$4,053	12/31/2023
SCHA	87,300	$4,053	12/31/2023
Koshinski Asset Management Inc.	85,629	$4,045	12/31/2023
SCHA	85,629	$4,045	12/31/2023
Game Plan Financial Advisors LLC	82,019	$4,039	03/31/2024
SCHA	82,019	$4,039	03/31/2024
Upper Left Wealth Management LLC	81,893	$4,032	03/31/2024
SCHA	81,893	$4,032	03/31/2024
Susquehanna International Group LLP		$3,994	12/31/2023
SCHA	80,854	$3,820	12/31/2023
Call	32,800	$1,549	12/31/2023
Put	29,100	$1,375	12/31/2023
Valley National Advisers Inc.	79,902	$3,934	03/31/2024
SCHA	79,902	$3,934	03/31/2024
Wealthcare Advisory Partners LLC	79,826	$3,931	03/31/2024
SCHA	79,826	$3,931	03/31/2024
Chilton Capital Management LLC	82,708	$3,907	12/31/2023
SCHA	82,708	$3,907	12/31/2023
Powers Advisory Group LLC	79,014	$3,891	03/31/2024
SCHA	79,014	$3,891	03/31/2024
Tortoise Investment Management LLC	82,291	$3,887	12/31/2023
SCHA	82,291	$3,887	12/31/2023
Chesapeake Wealth Management	81,979	$3,873	12/31/2023
SCHA	81,979	$3,873	12/31/2023
Exchange Capital Management Inc.	78,643	$3,872	03/31/2024
SCHA	78,643	$3,872	03/31/2024
Ballast Advisors LLC	81,504	$3,850	12/31/2023
SCHA	81,504	$3,850	12/31/2023
Copperwynd Financial LLC	80,871	$3,820	12/31/2023
SCHA	80,871	$3,820	12/31/2023
Diligent Investors LLC	80,592	$3,807	12/31/2023
SCHA	80,592	$3,807	12/31/2023
Cetera Advisors LLC	79,962	$3,777	12/31/2023
SCHA	79,962	$3,777	12/31/2023
Soltis Investment Advisors LLC	79,449	$3,753	12/31/2023
SCHA	79,449	$3,753	12/31/2023
Cahill Financial Advisors Inc.	76,238	$3,601	12/31/2023
SCHA	76,238	$3,601	12/31/2023
Mission Wealth Management LP	76,233	$3,601	12/31/2023
SCHA	76,233	$3,601	12/31/2023
Safeguard Financial LLC	72,218	$3,556	03/31/2024
SCHA	72,218	$3,556	03/31/2024
Bensler LLC	74,689	$3,528	12/31/2023
SCHA	74,689	$3,528	12/31/2023
Adviser Investments LLC	74,651	$3,527	12/31/2023
SCHA	74,651	$3,527	12/31/2023
NBT Bank N A NY	74,115	$3,501	12/31/2023
SCHA	74,115	$3,501	12/31/2023
FF Advisors LLC	70,976	$3,495	03/31/2024
SCHA	70,976	$3,495	03/31/2024
Anfield Capital Management LLC	73,952	$3,494	12/31/2023
SCHA	73,952	$3,494	12/31/2023
DHJJ Financial Advisors Ltd.	69,351	$3,415	03/31/2024
SCHA	69,351	$3,415	03/31/2024
Community Bank N.A.	72,247	$3,413	12/31/2023
SCHA	72,247	$3,413	12/31/2023
Barden Capital Management Inc.	71,601	$3,382	12/31/2023
SCHA	71,601	$3,382	12/31/2023
Lodestar Private Asset Management LLC	71,362	$3,371	12/31/2023
SCHA	71,362	$3,371	12/31/2023
Strategic Financial Concepts LLC	68,147	$3,356	03/31/2024
SCHA	68,147	$3,356	03/31/2024
Capital Insight Partners LLC	67,993	$3,348	03/31/2024
SCHA	67,993	$3,348	03/31/2024
Leavell Investment Management Inc.	70,529	$3,332	12/31/2023
SCHA	70,529	$3,332	12/31/2023
Private Advisor Group LLC	70,436	$3,327	12/31/2023
SCHA	70,436	$3,327	12/31/2023
Sunburst Financial Group LLC	67,560	$3,297	03/31/2024
SCHA	67,560	$3,297	03/31/2024
Perigon Wealth Management LLC	68,357	$3,229	12/31/2023
SCHA	68,357	$3,229	12/31/2023
Koesten Hirschmann & Crabtree INC.	67,273	$3,178	12/31/2023
SCHA	67,273	$3,178	12/31/2023
Cutler Investment Counsel LLC	66,875	$3,159	12/31/2023
SCHA	66,875	$3,159	12/31/2023
Creegan & Nassoura Financial Group LLC	66,644	$3,148	12/31/2023
SCHA	66,644	$3,148	12/31/2023
Wealth Architects LLC	66,613	$3,147	12/31/2023
SCHA	66,613	$3,147	12/31/2023
Harbor Group Inc.	62,601	$3,082	03/31/2024
SCHA	62,601	$3,082	03/31/2024
Carmichael Hill & Associates Inc.	65,148	$3,078	12/31/2023
SCHA	65,148	$3,078	12/31/2023
Adams Wealth Management	65,165	$3,078	12/31/2023
SCHA	65,165	$3,078	12/31/2023
Outfitter Financial LLC	64,923	$3,067	12/31/2023
SCHA	64,923	$3,067	12/31/2023
Atria Investments LLC	63,985	$3,023	12/31/2023
SCHA	63,985	$3,023	12/31/2023
Petra Financial Advisors Inc.	61,525	$3,014	03/31/2024
SCHA	61,525	$3,014	03/31/2024
FMR LLC	63,810	$3,014	12/31/2023
SCHA	63,810	$3,014	12/31/2023
Anchor Investment Management LLC	63,797	$3,014	12/31/2023
SCHA	63,797	$3,014	12/31/2023
Larson Financial Group LLC	62,962	$2,974	12/31/2023
SCHA	62,962	$2,974	12/31/2023
Cetera Investment Advisers	62,935	$2,973	12/31/2023
SCHA	62,935	$2,973	12/31/2023
Leisure Capital Management	62,758	$2,965	12/31/2023
SCHA	62,758	$2,965	12/31/2023
Winthrop Capital Management LLC	62,630	$2,959	12/31/2023
SCHA	62,630	$2,959	12/31/2023
Comerica Bank	61,652	$2,912	12/31/2023
SCHA	61,652	$2,912	12/31/2023
Pinnacle Associates Ltd.	61,443	$2,903	12/31/2023
SCHA	61,443	$2,903	12/31/2023
Robertson Stephens Wealth Management LLC	60,093	$2,839	12/31/2023
SCHA	60,093	$2,839	12/31/2023
Janney Montgomery Scott LLC	60,062	$2,837	12/31/2023
SCHA	60,062	$2,837	12/31/2023
Gleason Group Inc.	56,905	$2,802	03/31/2024
SCHA	56,905	$2,802	03/31/2024
Vision Capital Management Inc.	59,056	$2,790	12/31/2023
SCHA	59,056	$2,790	12/31/2023
Element Wealth LLC	58,262	$2,752	12/31/2023
SCHA	58,262	$2,752	12/31/2023
Smithbridge Asset Management Inc. DE	57,843	$2,733	12/31/2023
SCHA	57,843	$2,733	12/31/2023
Allworth Financial LP	57,430	$2,713	12/31/2023
SCHA	57,430	$2,713	12/31/2023
Wealthfront Advisers LLC	55,028	$2,710	03/31/2024
SCHA	55,028	$2,710	03/31/2024
EWG Elevate Inc.	54,768	$2,697	03/31/2024
SCHA	54,768	$2,697	03/31/2024
Family Firm Inc.	57,003	$2,693	12/31/2023
SCHA	57,003	$2,693	12/31/2023
Broadleaf Partners LLC	57,017	$2,693	12/31/2023
SCHA	57,017	$2,693	12/31/2023
Arcataur Capital Management LLC	56,436	$2,666	12/31/2023
SCHA	56,436	$2,666	12/31/2023
Phillips Financial Management LLC	53,971	$2,658	03/31/2024
SCHA	53,971	$2,658	03/31/2024
Vivaldi Capital Management LLC	57,963	$2,655	12/31/2023
SCHA	57,963	$2,655	12/31/2023
MADDEN SECURITIES Corp	53,816	$2,650	03/31/2024
SCHA	53,816	$2,650	03/31/2024
Meeder Advisory Services Inc.	56,092	$2,650	12/31/2023
SCHA	56,092	$2,650	12/31/2023
Citizens Financial Group Inc RI	56,053	$2,648	12/31/2023
SCHA	56,053	$2,648	12/31/2023
Avantax Advisory Services Inc.	55,921	$2,642	12/31/2023
SCHA	55,921	$2,642	12/31/2023
Garrison Asset Management LLC	55,768	$2,634	12/31/2023
SCHA	55,768	$2,634	12/31/2023
James J. Burns & Company LLC	54,518	$2,614	03/31/2024
SCHA	54,518	$2,614	03/31/2024
Providence First Trust Co	55,341	$2,614	12/31/2023
SCHA	55,341	$2,614	12/31/2023
Coldstream Capital Management Inc.	54,910	$2,594	12/31/2023
SCHA	54,910	$2,594	12/31/2023
Bartlett & Co. LLC	53,794	$2,577	12/31/2023
SCHA	53,794	$2,577	12/31/2023
Bartlett & CO. Wealth Management LLC	53,794	$2,577	12/31/2023
SCHA	53,794	$2,577	12/31/2023
SeaCrest Wealth Management LLC	51,965	$2,559	03/31/2024
SCHA	51,965	$2,559	03/31/2024
Alpha Omega Wealth Management LLC	51,639	$2,543	03/31/2024
SCHA	51,639	$2,543	03/31/2024
Foster Group Inc.	51,476	$2,535	03/31/2024
SCHA	51,476	$2,535	03/31/2024
Bank of New York Mellon Corp	53,669	$2,535	12/31/2023
SCHA	53,669	$2,535	12/31/2023
Cobblestone Capital Advisors LLC NY	53,037	$2,505	12/31/2023
SCHA	53,037	$2,505	12/31/2023
EP Wealth Advisors LLC	52,918	$2,500	12/31/2023
SCHA	52,918	$2,500	12/31/2023
JPL Wealth Management LLC	52,814	$2,495	12/31/2023
SCHA	52,814	$2,495	12/31/2023
Next Capital Management LLC	52,785	$2,494	12/31/2023
SCHA	52,785	$2,494	12/31/2023
Revolve Wealth Partners LLC	50,429	$2,483	03/31/2024
SCHA	50,429	$2,483	03/31/2024
McAdam LLC	50,196	$2,472	03/31/2024
SCHA	50,196	$2,472	03/31/2024
Cedar Brook Financial Partners LLC	50,125	$2,468	03/31/2024
SCHA	50,125	$2,468	03/31/2024
Cedar Wealth Management LLC	51,726	$2,444	12/31/2023
SCHA	51,726	$2,444	12/31/2023
HBK Sorce Advisory LLC	51,255	$2,421	12/31/2023
SCHA	51,255	$2,421	12/31/2023
MY Purposeful Wealth CORP.	51,234	$2,420	12/31/2023
SCHA	51,234	$2,420	12/31/2023
Everhart Financial Group Inc.	51,124	$2,415	12/31/2023
SCHA	51,124	$2,415	12/31/2023
Peapack Gladstone Financial Corp	51,011	$2,411	12/31/2023
SCHA	51,011	$2,411	12/31/2023
Joseph P. Lucia & Associates LLC	50,883	$2,404	12/31/2023
SCHA	50,883	$2,404	12/31/2023
Triangle Securities Wealth Management	48,688	$2,397	03/31/2024
SCHA	48,688	$2,397	03/31/2024
Kestra Advisory Services LLC	50,739	$2,397	12/31/2023
SCHA	50,739	$2,397	12/31/2023
Von Berge Wealth Management Group LLC	48,517	$2,389	03/31/2024
SCHA	48,517	$2,389	03/31/2024
Investors Research Corp	50,123	$2,368	12/31/2023
SCHA	50,123	$2,368	12/31/2023
AdvisorNet Financial Inc	47,878	$2,357	03/31/2024
SCHA	47,878	$2,357	03/31/2024
WealthShield Partners LLC	49,503	$2,339	12/31/2023
SCHA	49,503	$2,339	12/31/2023
Blair William & Co. IL	48,973	$2,314	12/31/2023
SCHA	48,973	$2,314	12/31/2023
Bank of Montreal Can	48,097	$2,313	12/31/2023
SCHA	48,097	$2,313	12/31/2023
National Asset Management Inc.	47,272	$2,233	12/31/2023
SCHA	47,272	$2,233	12/31/2023
HC Advisors LLC	46,755	$2,209	12/31/2023
SCHA	46,755	$2,209	12/31/2023
Boltwood Capital Management	44,373	$2,185	03/31/2024
SCHA	44,373	$2,185	03/31/2024
Liberty Capital Management Inc.	43,898	$2,162	03/31/2024
SCHA	43,898	$2,162	03/31/2024
Berkshire Asset Management LLC PA	45,312	$2,141	12/31/2023
SCHA	45,312	$2,141	12/31/2023
Moller Financial Services	43,449	$2,139	03/31/2024
SCHA	43,449	$2,139	03/31/2024
Wade G W & Inc.	45,021	$2,127	12/31/2023
SCHA	45,021	$2,127	12/31/2023
Centerpoint Advisors LLC	45,000	$2,126	12/31/2023
SCHA	45,000	$2,126	12/31/2023
Dakota Wealth Management	44,852	$2,119	12/31/2023
SCHA	44,852	$2,119	12/31/2023
Lee Financial Co	44,700	$2,112	12/31/2023
SCHA	44,700	$2,112	12/31/2023
Moisand Fitzgerald Tamayo LLC	42,345	$2,085	03/31/2024
SCHA	42,345	$2,085	03/31/2024
IHT Wealth Management LLC	44,142	$2,085	12/31/2023
SCHA	44,142	$2,085	12/31/2023
Northeast Financial Group Inc.	42,314	$2,084	03/31/2024
SCHA	42,314	$2,084	03/31/2024
Lowe Brockenbrough & Co. Inc.	43,283	$2,045	12/31/2023
SCHA	43,283	$2,045	12/31/2023
Tradewinds Capital Management LLC	41,518	$2,044	03/31/2024
SCHA	41,518	$2,044	03/31/2024
American Investment Services Inc.	42,727	$2,018	12/31/2023
SCHA	42,727	$2,018	12/31/2023
Sage Financial Management Group Inc.	42,652	$2,015	12/31/2023
SCHA	42,652	$2,015	12/31/2023
Transform Wealth LLC	40,751	$2,007	03/31/2024
SCHA	40,751	$2,007	03/31/2024
C M Bidwell & Associates Ltd.	42,419	$2,004	12/31/2023
SCHA	42,419	$2,004	12/31/2023
Bogart Wealth LLC	42,245	$1,996	12/31/2023
SCHA	42,245	$1,996	12/31/2023
JFS Wealth Advisors LLC	41,617	$1,966	12/31/2023
SCHA	41,617	$1,966	12/31/2023
Exencial Wealth Advisors LLC	40,747	$1,925	12/31/2023
SCHA	40,747	$1,925	12/31/2023
Bailard Inc.	40,248	$1,901	12/31/2023
SCHA	40,248	$1,901	12/31/2023
Wealth Group Ltd	41,621	$1,898	12/31/2023
SCHA	41,621	$1,898	12/31/2023
Hanseatic Management Services Inc.	40,149	$1,897	12/31/2023
SCHA	40,149	$1,897	12/31/2023
Prosperity Wealth Management Inc.	39,678	$1,874	12/31/2023
SCHA	39,678	$1,874	12/31/2023
Rainsberger Wealth Advisors Inc.	39,620	$1,872	12/31/2023
SCHA	39,620	$1,872	12/31/2023
Whelan Financial	37,986	$1,870	03/31/2024
SCHA	37,986	$1,870	03/31/2024
DB Wealth Management Group LLC	39,536	$1,868	12/31/2023
SCHA	39,536	$1,868	12/31/2023
Equitable Holdings Inc.	39,347	$1,859	12/31/2023
SCHA	39,347	$1,859	12/31/2023
Breed s Hill Capital LLC	38,628	$1,825	12/31/2023
SCHA	38,628	$1,825	12/31/2023
Clayton Financial Group LLC	38,470	$1,817	12/31/2023
SCHA	38,470	$1,817	12/31/2023
Callan Capital LLC	38,358	$1,812	12/31/2023
SCHA	38,358	$1,812	12/31/2023
Compass Advisory Group LLC	38,271	$1,808	12/31/2023
SCHA	38,271	$1,808	12/31/2023
Values Added Financial LLC	38,004	$1,795	12/31/2023
SCHA	38,004	$1,795	12/31/2023
Krilogy Financial LLC	37,514	$1,772	12/31/2023
SCHA	37,514	$1,772	12/31/2023
United Advisor Group LLC	36,064	$1,715	12/31/2023
SCHA	36,064	$1,715	12/31/2023
Duncker Streett & Co. Inc.	34,792	$1,713	03/31/2024
SCHA	34,792	$1,713	03/31/2024
Aspen Investment Management Inc	36,097	$1,705	12/31/2023
SCHA	36,097	$1,705	12/31/2023
Paulson Wealth Management Inc.	35,810	$1,692	12/31/2023
SCHA	35,810	$1,692	12/31/2023
CRA Financial Services LLC	34,129	$1,681	03/31/2024
SCHA	34,129	$1,681	03/31/2024
Venture Visionary Partners LLC	35,205	$1,663	12/31/2023
SCHA	35,205	$1,663	12/31/2023
Orion Portfolio Solutions LLC	35,565	$1,651	12/31/2023
SCHA	35,565	$1,651	12/31/2023
Oakwell Private Wealth Management LLC	34,748	$1,641	12/31/2023
SCHA	34,748	$1,641	12/31/2023
Hurlow Wealth Management Group Inc.	33,141	$1,632	03/31/2024
SCHA	33,141	$1,632	03/31/2024
Baird Financial Group Inc.	34,455	$1,628	12/31/2023
SCHA	34,455	$1,628	12/31/2023
Schneider Downs Wealth Management Advisors LP	34,114	$1,612	12/31/2023
SCHA	34,114	$1,612	12/31/2023
Madison Park Capital Advisors LLC	32,718	$1,611	03/31/2024
SCHA	32,718	$1,611	03/31/2024
Stratos Wealth Partners LTD.	32,577	$1,604	03/31/2024
SCHA	32,577	$1,604	03/31/2024
Spinnaker Investment Group LLC	32,431	$1,597	03/31/2024
SCHA	32,431	$1,597	03/31/2024
Campbell Wealth Management	33,729	$1,593	12/31/2023
SCHA	33,729	$1,593	12/31/2023
Cooper Haims Advisors LLC	33,400	$1,578	12/31/2023
SCHA	33,400	$1,578	12/31/2023
Econ Financial Services Corp	33,266	$1,571	12/31/2023
SCHA	33,266	$1,571	12/31/2023
West Paces Advisors Inc.	31,779	$1,565	03/31/2024
SCHA	31,779	$1,565	03/31/2024
Cape Investment Advisory Inc.	32,963	$1,557	12/31/2023
SCHA	32,963	$1,557	12/31/2023
Financial Advisors LLC	32,579	$1,539	12/31/2023
SCHA	32,579	$1,539	12/31/2023
Mainstay Capital Management LLC ADV	32,491	$1,535	12/31/2023
SCHA	32,491	$1,535	12/31/2023
LTG Capital LLC	32,486	$1,535	12/31/2023
SCHA	32,486	$1,535	12/31/2023
Summit Place Financial Advisors LLC	32,190	$1,521	12/31/2023
SCHA	32,190	$1,521	12/31/2023
Aspen Grove Capital LLC	32,099	$1,516	12/31/2023
SCHA	32,099	$1,516	12/31/2023
Atria Wealth Solutions Inc.	31,953	$1,509	12/31/2023
SCHA	31,953	$1,509	12/31/2023
Csenge Advisory Group	31,801	$1,502	12/31/2023
SCHA	31,801	$1,502	12/31/2023
Global Retirement Partners LLC	30,163	$1,485	03/31/2024
SCHA	30,163	$1,485	03/31/2024
Fonville Wealth Management LLC	31,124	$1,470	12/31/2023
SCHA	31,124	$1,470	12/31/2023
SWS Partners	30,999	$1,464	12/31/2023
SCHA	30,999	$1,464	12/31/2023
Quadrant Capital Group LLC	30,689	$1,450	12/31/2023
SCHA	30,689	$1,450	12/31/2023
Acorn Financial Advisory Services Inc. ADV	31,732	$1,449	12/31/2023
SCHA	31,732	$1,449	12/31/2023
Greenhouse Wealth Management LLC	29,361	$1,446	03/31/2024
SCHA	29,361	$1,446	03/31/2024
BCK Partners Inc.	30,435	$1,438	12/31/2023
SCHA	30,435	$1,438	12/31/2023
Jackson Creek Investment Advisors LLC	30,418	$1,437	12/31/2023
SCHA	30,418	$1,437	12/31/2023
Firestone Capital Management	30,222	$1,428	12/31/2023
SCHA	30,222	$1,428	12/31/2023
RIA Advisory Group LLC	30,175	$1,425	12/31/2023
SCHA	30,175	$1,425	12/31/2023
Joseph Group Capital Management	29,866	$1,411	12/31/2023
SCHA	29,866	$1,411	12/31/2023
Brighton Jones LLC	29,610	$1,399	12/31/2023
SCHA	29,610	$1,399	12/31/2023
Milestone Investment Advisors LLC	29,570	$1,397	12/31/2023
SCHA	29,570	$1,397	12/31/2023
Continuum Advisory LLC	29,554	$1,396	12/31/2023
SCHA	29,554	$1,396	12/31/2023
Sage Investment Advisers LLC	28,178	$1,388	03/31/2024
SCHA	28,178	$1,388	03/31/2024
CIBC Private Wealth Group LLC	29,364	$1,387	12/31/2023
SCHA	29,364	$1,387	12/31/2023
Ironwood Wealth Management LLC.	28,029	$1,380	03/31/2024
SCHA	28,029	$1,380	03/31/2024
Omega Financial Group LLC	27,916	$1,375	03/31/2024
SCHA	27,916	$1,375	03/31/2024
Crescent Sterling Ltd.	27,522	$1,355	03/31/2024
SCHA	27,522	$1,355	03/31/2024
Cambridge Advisors Inc.	27,420	$1,350	03/31/2024
SCHA	27,420	$1,350	03/31/2024
Capital Analysts LLC	28,414	$1,343	12/31/2023
SCHA	28,414	$1,343	12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC	28,391	$1,341	12/31/2023
SCHA	28,391	$1,341	12/31/2023
Collective Family Office LLC	27,097	$1,334	03/31/2024
SCHA	27,097	$1,334	03/31/2024
Nicholas Hoffman & Company LLC.	27,060	$1,332	03/31/2024
SCHA	27,060	$1,332	03/31/2024
Allen Capital Group LLC	26,887	$1,324	03/31/2024
SCHA	26,887	$1,324	03/31/2024
Grimes & Company Inc.	26,867	$1,323	03/31/2024
SCHA	26,867	$1,323	03/31/2024
Whitaker Myers Wealth Managers LTD.	26,863	$1,323	03/31/2024
SCHA	26,863	$1,323	03/31/2024
Pillar Wealth Advisors LLC	27,808	$1,314	12/31/2023
SCHA	27,808	$1,314	12/31/2023
Armor Investment Advisors LLC	27,771	$1,312	12/31/2023
SCHA	27,771	$1,312	12/31/2023
Summit Asset Management LLC	27,685	$1,308	12/31/2023
SCHA	27,685	$1,308	12/31/2023
Nicollet Investment Management Inc.	27,596	$1,304	12/31/2023
SCHA	27,596	$1,304	12/31/2023
ARK & TLK Investments LLC	27,590	$1,303	12/31/2023
SCHA	27,590	$1,303	12/31/2023
Stratos Wealth Advisors LLC	26,435	$1,302	03/31/2024
SCHA	26,435	$1,302	03/31/2024
Guardian Financial Partners LLC	27,266	$1,288	12/31/2023
SCHA	27,266	$1,288	12/31/2023
Badgley Phelps Wealth Managers LLC	27,141	$1,282	12/31/2023
SCHA	27,141	$1,282	12/31/2023
Family Investment Center Inc.	25,932	$1,277	03/31/2024
SCHA	25,932	$1,277	03/31/2024
Wisconsin Capital Management LLC	27,000	$1,275	12/31/2023
SCHA	27,000	$1,275	12/31/2023
Sharkey Howes & Javer	25,830	$1,272	03/31/2024
SCHA	25,830	$1,272	03/31/2024
Great Waters Wealth Management	25,779	$1,269	03/31/2024
SCHA	25,779	$1,269	03/31/2024
Asset Management Resources LLC	26,704	$1,261	12/31/2023
SCHA	26,704	$1,261	12/31/2023
Panoramic Investment Advisors LLC	25,577	$1,259	03/31/2024
SCHA	25,577	$1,259	03/31/2024
Per Stirling Capital Management LLC.	26,636	$1,258	12/31/2023
SCHA	26,636	$1,258	12/31/2023
Pettyjohn Wood & White Inc.	26,346	$1,245	12/31/2023
SCHA	26,346	$1,245	12/31/2023
Parallel Advisors LLC	26,295	$1,242	12/31/2023
SCHA	26,295	$1,242	12/31/2023
Private Capital Management LLC	25,060	$1,234	03/31/2024
SCHA	25,060	$1,234	03/31/2024
Opus Capital Group LLC	25,868	$1,222	12/31/2023
SCHA	25,868	$1,222	12/31/2023
Columbia Advisory Partners LLC	24,791	$1,221	03/31/2024
SCHA	24,791	$1,221	03/31/2024
Fulton Breakefield Broenniman LLC	25,778	$1,218	12/31/2023
SCHA	25,778	$1,218	12/31/2023
Waterloo Capital L.P.	25,501	$1,205	12/31/2023
SCHA	25,501	$1,205	12/31/2023
Naples Global Advisors LLC	25,476	$1,203	12/31/2023
SCHA	25,476	$1,203	12/31/2023
JustInvest LLC	25,411	$1,200	12/31/2023
SCHA	25,411	$1,200	12/31/2023
American Century Companies Inc.	25,320	$1,196	12/31/2023
SCHA	25,320	$1,196	12/31/2023
Pinnacle Wealth Management Advisory Group LLC	25,278	$1,194	12/31/2023
SCHA	25,278	$1,194	12/31/2023
Hengehold Capital Management LLC	23,872	$1,175	03/31/2024
SCHA	23,872	$1,175	03/31/2024
Murphy Middleton Hinkle & Parker Inc.	23,753	$1,170	03/31/2024
SCHA	23,753	$1,170	03/31/2024
Atomi Financial Group Inc.	24,724	$1,168	12/31/2023
SCHA	24,724	$1,168	12/31/2023
Oarsman Capital Inc.	24,480	$1,156	12/31/2023
SCHA	24,480	$1,156	12/31/2023
Hilltop Partners LLC	24,420	$1,154	12/31/2023
SCHA	24,420	$1,154	12/31/2023
Spire Wealth Management	25,231	$1,149	12/31/2023
SCHA	25,231	$1,149	12/31/2023
Northern Trust Corp	23,809	$1,125	12/31/2023
SCHA	23,809	$1,125	12/31/2023
Gradient Capital Advisors LLC	22,501	$1,108	03/31/2024
SCHA	22,501	$1,108	03/31/2024
Nwam LLC	23,454	$1,108	12/31/2023
SCHA	23,454	$1,108	12/31/2023
JMG Financial Group Ltd.	23,429	$1,107	12/31/2023
SCHA	23,429	$1,107	12/31/2023
Mengis Capital Management Inc.	23,095	$1,091	12/31/2023
SCHA	23,095	$1,091	12/31/2023
Oldfather Financial Services LLC	23,080	$1,090	12/31/2023
SCHA	23,080	$1,090	12/31/2023
Blossom Wealth Management	22,071	$1,087	03/31/2024
SCHA	22,071	$1,087	03/31/2024
OneAscent Financial Services LLC	21,909	$1,079	03/31/2024
SCHA	21,909	$1,079	03/31/2024
Warwick Investment Management Inc.	22,709	$1,073	12/31/2023
SCHA	22,709	$1,073	12/31/2023
Laraway Financial Inc	22,529	$1,064	12/31/2023
SCHA	22,529	$1,064	12/31/2023
Ironwood Financial llc	21,531	$1,060	03/31/2024
SCHA	21,531	$1,060	03/31/2024
Savvy Advisors Inc.	22,325	$1,055	12/31/2023
SCHA	22,325	$1,055	12/31/2023
Condor Capital Management	22,261	$1,052	12/31/2023
SCHA	22,261	$1,052	12/31/2023
PFG Advisors	22,200	$1,049	12/31/2023
SCHA	22,200	$1,049	12/31/2023
HRT Financial LP	21,996	$1,039	12/31/2023
SCHA	21,996	$1,039	12/31/2023
Red Tortoise LLC	21,076	$1,038	03/31/2024
SCHA	21,076	$1,038	03/31/2024
Farther Finance Advisors LLC	21,788	$1,029	12/31/2023
SCHA	21,788	$1,029	12/31/2023
McCarthy Grittinger Financial Group LLC	21,763	$1,028	12/31/2023
SCHA	21,763	$1,028	12/31/2023
Advisor OS LLC	21,540	$1,018	12/31/2023
SCHA	21,540	$1,018	12/31/2023
Wiser Advisor Group LLC	21,306	$1,006	12/31/2023
SCHA	21,306	$1,006	12/31/2023
Kiley Juergens Wealth Management LLC	20,417	$1,005	03/31/2024
SCHA	20,417	$1,005	03/31/2024
Dorsey & Whitney Trust CO LLC	21,088	$996	12/31/2023
SCHA	21,088	$996	12/31/2023
Wooster Corthell Wealth Management Inc.	20,864	$986	12/31/2023
SCHA	20,864	$986	12/31/2023
Sprinkle Financial Consultants LLC	20,772	$981	12/31/2023
SCHA	20,772	$981	12/31/2023
Eley Financial Management Inc	20,720	$979	12/31/2023
SCHA	20,720	$979	12/31/2023
Vise Technologies Inc.	20,675	$977	12/31/2023
SCHA	20,675	$977	12/31/2023
Wilson & Boucher Capital Management LLC	20,604	$973	12/31/2023
SCHA	20,604	$973	12/31/2023
Cooper Financial Group	19,483	$959	03/31/2024
SCHA	19,483	$959	03/31/2024
Roundview Capital LLC	20,034	$946	12/31/2023
SCHA	20,034	$946	12/31/2023
Claro Advisors LLC	19,196	$945	03/31/2024
SCHA	19,196	$945	03/31/2024
Cozad Asset Management Inc.	20,012	$945	12/31/2023
SCHA	20,012	$945	12/31/2023
Strategic Investment Solutions Inc. IL	19,906	$940	12/31/2023
SCHA	19,906	$940	12/31/2023
ZRC Wealth Management LLC	19,078	$939	03/31/2024
SCHA	19,078	$939	03/31/2024
SOL Capital Management CO	19,779	$934	12/31/2023
SCHA	19,779	$934	12/31/2023
Colony Group LLC	19,730	$932	12/31/2023
SCHA	19,730	$932	12/31/2023
Market Street Wealth Management Advisors LLC	18,900	$931	03/31/2024
SCHA	18,900	$931	03/31/2024
MBL Wealth LLC	18,875	$929	03/31/2024
SCHA	18,875	$929	03/31/2024
Coastwise Capital Group LLC	19,571	$925	12/31/2023
SCHA	19,571	$925	12/31/2023
Donaldson Capital Management LLC	18,526	$912	03/31/2024
SCHA	18,526	$912	03/31/2024
CVA Family Office LLC	18,165	$894	03/31/2024
SCHA	18,165	$894	03/31/2024
Bristlecone Advisors LLC	18,137	$893	03/31/2024
SCHA	18,137	$893	03/31/2024
Voisard Asset Management Group Inc.	18,034	$888	03/31/2024
SCHA	18,034	$888	03/31/2024
Woodmont Investment Counsel LLC	17,939	$883	03/31/2024
SCHA	17,939	$883	03/31/2024
Harbour Investments Inc.	18,696	$883	12/31/2023
SCHA	18,696	$883	12/31/2023
Ifrah Financial Services Inc.	18,690	$883	12/31/2023
SCHA	18,690	$883	12/31/2023
Kingsview Wealth Management LLC	18,645	$881	12/31/2023
SCHA	18,645	$881	12/31/2023
Plancorp LLC	18,559	$877	12/31/2023
SCHA	18,559	$877	12/31/2023
FinDec Wealth Services Inc.	18,383	$868	12/31/2023
SCHA	18,383	$868	12/31/2023
GHP Investment Advisors Inc.	18,329	$866	12/31/2023
SCHA	18,329	$866	12/31/2023
Mendel Capital Management LLC	18,332	$866	12/31/2023
SCHA	18,332	$866	12/31/2023
GWM Advisors LLC	18,548	$858	12/31/2023
SCHA	18,548	$858	12/31/2023
Aspire Capital Advisors LLC	18,084	$854	12/31/2023
SCHA	18,084	$854	12/31/2023
Roberts Wealth Advisors LLC	18,518	$851	03/31/2024
SCHA	18,518	$851	03/31/2024
Prudential Financial Inc.	17,977	$849	12/31/2023
SCHA	17,977	$849	12/31/2023
SNS Financial Group LLC	17,822	$842	12/31/2023
SCHA	17,822	$842	12/31/2023
Kades & Cheifetz LLC	17,618	$832	12/31/2023
SCHA	17,618	$832	12/31/2023
Sigma Investment Counselors Inc.	17,562	$830	12/31/2023
SCHA	17,562	$830	12/31/2023
StoneX Group Inc.	17,419	$823	12/31/2023
SCHA	17,419	$823	12/31/2023
S.A. Mason LLC	16,684	$822	03/31/2024
SCHA	16,684	$822	03/31/2024
Index Fund Advisors Inc.	17,363	$820	12/31/2023
SCHA	17,363	$820	12/31/2023
Roger Wittlin Investment Advisory LLC	17,333	$819	12/31/2023
SCHA	17,333	$819	12/31/2023
Paradigm Strategies in Wealth Management LLC	17,289	$817	12/31/2023
SCHA	17,289	$817	12/31/2023
Tempus Wealth Planning LLC	16,391	$807	03/31/2024
SCHA	16,391	$807	03/31/2024
The PNC Financial Services Group Inc.	17,076	$807	12/31/2023
SCHA	17,076	$807	12/31/2023
YHB Investment Advisors Inc.	16,880	$797	12/31/2023
SCHA	16,880	$797	12/31/2023
Lowery Thomas LLC	16,865	$797	12/31/2023
SCHA	16,865	$797	12/31/2023
Zhang Financial LLC	16,820	$795	12/31/2023
SCHA	16,820	$795	12/31/2023
WealthPLAN Partners LLC	16,707	$789	12/31/2023
SCHA	16,707	$789	12/31/2023
Cynosure Management LLC	16,628	$786	12/31/2023
SCHA	16,628	$786	12/31/2023
We Are One Seven LLC	16,442	$777	12/31/2023
SCHA	16,442	$777	12/31/2023
Virtue Capital Management LLC	17,032	$776	12/31/2023
SCHA	17,032	$776	12/31/2023
Litman Gregory Asset Management LLC	16,379	$774	12/31/2023
SCHA	16,379	$774	12/31/2023
CAP Partners LLC	15,671	$772	03/31/2024
SCHA	15,671	$772	03/31/2024
Twele Capital Management Inc.	15,578	$767	03/31/2024
SCHA	15,578	$767	03/31/2024
Rede Wealth LLC	16,089	$760	12/31/2023
SCHA	16,089	$760	12/31/2023
Dechtman Wealth Management LLC	15,951	$753	12/31/2023
SCHA	15,951	$753	12/31/2023
BKD Wealth Advisors LLC	15,258	$751	03/31/2024
SCHA	15,258	$751	03/31/2024
Northwest Capital Management Inc	15,246	$751	03/31/2024
SCHA	15,246	$751	03/31/2024
NorthRock Partners LLC	15,869	$750	12/31/2023
SCHA	15,869	$750	12/31/2023
DDD Partners LLC	15,775	$745	12/31/2023
SCHA	15,775	$745	12/31/2023
Centaurus Financial Inc.	15,738	$743	12/31/2023
SCHA	15,738	$743	12/31/2023
Vista Capital Partners Inc.	15,589	$736	12/31/2023
SCHA	15,589	$736	12/31/2023
Bond & Devick Financial Network Inc.	15,561	$735	12/31/2023
SCHA	15,561	$735	12/31/2023
Guerra Pan Advisors LLC	15,498	$732	12/31/2023
SCHA	15,498	$732	12/31/2023
Advisory Services Network LLC	15,472	$731	12/31/2023
SCHA	15,472	$731	12/31/2023
Mutual Advisors LLC	15,394	$727	12/31/2023
SCHA	15,394	$727	12/31/2023
Crescent Grove Advisors LLC	15,352	$725	12/31/2023
SCHA	15,352	$725	12/31/2023
Pegasus Asset Management Inc.	15,270	$721	12/31/2023
SCHA	15,270	$721	12/31/2023
Resource Planning Group	15,121	$714	12/31/2023
SCHA	15,121	$714	12/31/2023
Burkett Financial Services LLC	14,401	$709	03/31/2024
SCHA	14,401	$709	03/31/2024
InterOcean Capital Group LLC	14,983	$708	12/31/2023
SCHA	14,983	$708	12/31/2023
Ameritas Advisory Services LLC	14,907	$705	12/31/2023
SCHA	14,907	$705	12/31/2023
Carlton Hofferkamp & Jenks Wealth Management LLC	15,141	$693	12/31/2023
SCHA	15,141	$693	12/31/2023
CWA Asset Management Group LLC	14,615	$690	12/31/2023
SCHA	14,615	$690	12/31/2023
Elm Partners Management LLC	14,543	$687	12/31/2023
SCHA	14,543	$687	12/31/2023
Nemes Rush Group LLC	14,504	$685	12/31/2023
SCHA	14,504	$685	12/31/2023
Sheaff Brock Investment Advisors LLC	14,460	$683	12/31/2023
SCHA	14,460	$683	12/31/2023
WMS Partners LLC	14,435	$682	12/31/2023
SCHA	14,435	$682	12/31/2023
Evermay Wealth Management LLC	14,382	$679	12/31/2023
SCHA	14,382	$679	12/31/2023
Palisade Asset Management LLC	14,345	$678	12/31/2023
SCHA	14,345	$678	12/31/2023
Madison Wealth Partners Inc	14,218	$672	12/31/2023
SCHA	14,218	$672	12/31/2023
Asset Planning Services Inc. LA ADV	13,622	$671	03/31/2024
SCHA	13,622	$671	03/31/2024
MONECO Advisors LLC	14,123	$667	12/31/2023
SCHA	14,123	$667	12/31/2023
LifePlan Financial LLC	14,086	$665	12/31/2023
SCHA	14,086	$665	12/31/2023
Cooksen Wealth LLC	13,361	$658	03/31/2024
SCHA	13,361	$658	03/31/2024
Davidson Trust Co.	13,844	$654	12/31/2023
SCHA	13,844	$654	12/31/2023
One Capital Management LLC	13,774	$651	12/31/2023
SCHA	13,774	$651	12/31/2023
FCA Corp TX	13,724	$648	12/31/2023
SCHA	13,724	$648	12/31/2023
Principal Financial Group Inc.	13,569	$641	12/31/2023
SCHA	13,569	$641	12/31/2023
Clearstead Advisors LLC	13,475	$637	12/31/2023
SCHA	13,475	$637	12/31/2023
Financial Advisory Service Inc.	13,488	$637	12/31/2023
SCHA	13,488	$637	12/31/2023
Pennsylvania Capital Management Inc. ADV	13,464	$636	12/31/2023
SCHA	13,464	$636	12/31/2023
AlphaCore Capital LLC	13,417	$634	12/31/2023
SCHA	13,417	$634	12/31/2023
Money Concepts Capital Corp	13,241	$626	12/31/2023
SCHA	13,241	$626	12/31/2023
Envestnet Portfolio Solutions Inc.	13,224	$625	12/31/2023
SCHA	13,224	$625	12/31/2023
Level Four Advisory Services LLC	13,215	$624	12/31/2023
SCHA	13,215	$624	12/31/2023
Chevy Chase Trust Holdings Inc.	13,000	$614	12/31/2023
SCHA	13,000	$614	12/31/2023
Acas LLC	13,000	$614	12/31/2023
SCHA	13,000	$614	12/31/2023
Mitchell Capital Management Co.	12,868	$608	12/31/2023
SCHA	12,868	$608	12/31/2023
Pacific Sun Financial Corp	12,850	$607	12/31/2023
SCHA	12,850	$607	12/31/2023
Carnegie Capital Asset Management LLC	12,846	$607	12/31/2023
SCHA	12,846	$607	12/31/2023
Honkamp Krueger Financial Services Inc.	12,806	$605	12/31/2023
SCHA	12,806	$605	12/31/2023
Natixis Advisors L.P.	12,818	$605	12/31/2023
SCHA	12,818	$605	12/31/2023
Financial Synergies Wealth Advisors Inc.	12,251	$603	03/31/2024
SCHA	12,251	$603	03/31/2024
Acropolis Investment Management LLC	12,198	$601	03/31/2024
SCHA	12,198	$601	03/31/2024
Glass Jacobson Investment Advisors llc	12,728	$601	12/31/2023
SCHA	12,728	$601	12/31/2023
OLD Mission Capital LLC	12,691	$600	12/31/2023
SCHA	12,691	$600	12/31/2023
Signaturefd LLC	12,709	$600	12/31/2023
SCHA	12,709	$600	12/31/2023
Parsons Capital Management Inc. RI	12,156	$599	03/31/2024
SCHA	12,156	$599	03/31/2024
John W. Brooker & Co. CPAs	12,144	$598	03/31/2024
SCHA	12,144	$598	03/31/2024
Boyer & Corporon Wealth Management LLC	12,655	$598	12/31/2023
SCHA	12,655	$598	12/31/2023
Client 1ST Advisory Group LLC	12,599	$595	12/31/2023
SCHA	12,599	$595	12/31/2023
BLB&B Advisors LLC	12,324	$582	12/31/2023
SCHA	12,324	$582	12/31/2023
Quadcap Wealth Management LLC	12,315	$582	12/31/2023
SCHA	12,315	$582	12/31/2023
Clear Investment Research LLC	12,295	$581	12/31/2023
SCHA	12,295	$581	12/31/2023
Legacy Bridge LLC	12,180	$575	12/31/2023
SCHA	12,180	$575	12/31/2023
Acorn Wealth Advisors LLC	12,171	$575	12/31/2023
SCHA	12,171	$575	12/31/2023
Creative Financial Designs Inc. ADV	12,142	$574	12/31/2023
SCHA	12,142	$574	12/31/2023
Walkner Condon Financial Advisors LLC	11,592	$571	03/31/2024
SCHA	11,592	$571	03/31/2024
Arrowroot Family Office LLC	11,993	$567	12/31/2023
SCHA	11,993	$567	12/31/2023
BNC Wealth Management LLC	11,483	$565	03/31/2024
SCHA	11,483	$565	03/31/2024
Wall Street Access Asset Management LLC	11,924	$563	12/31/2023
SCHA	11,924	$563	12/31/2023
Patten & Patten Inc. TN	11,900	$562	12/31/2023
SCHA	11,900	$562	12/31/2023
Regal Investment Advisors LLC	11,891	$562	12/31/2023
SCHA	11,891	$562	12/31/2023
Hendershot Investments Inc.	11,298	$556	03/31/2024
SCHA	11,298	$556	03/31/2024
Madden Advisory Services Inc.	11,642	$550	12/31/2023
SCHA	11,642	$550	12/31/2023
Beaumont Financial Advisors LLC	11,582	$547	12/31/2023
SCHA	11,582	$547	12/31/2023
Bridgewater Advisors Inc.	11,445	$541	12/31/2023
SCHA	11,445	$541	12/31/2023
Bigelow Investment Advisors LLC	11,444	$541	12/31/2023
SCHA	11,444	$541	12/31/2023
Cornerstone Wealth Advisors Inc.	10,970	$540	03/31/2024
SCHA	10,970	$540	03/31/2024
Long Island Wealth Management Inc.	11,386	$538	12/31/2023
SCHA	11,386	$538	12/31/2023
Facet Wealth Inc.	11,763	$536	12/31/2023
SCHA	11,763	$536	12/31/2023
ETF Store Inc.	11,296	$534	12/31/2023
SCHA	11,296	$534	12/31/2023
Capital Advantage Inc.	11,269	$532	12/31/2023
SCHA	11,269	$532	12/31/2023
Leverty Financial Group LLC	10,792	$531	03/31/2024
SCHA	10,792	$531	03/31/2024
Meridian Wealth Partners LLC	11,066	$523	12/31/2023
SCHA	11,066	$523	12/31/2023
Armbruster Capital Management Inc.	11,025	$521	12/31/2023
SCHA	11,025	$521	12/31/2023
First Hawaiian Bank	10,506	$517	03/31/2024
SCHA	10,506	$517	03/31/2024
Warner Financial Inc.	10,339	$509	03/31/2024
SCHA	10,339	$509	03/31/2024
Great Diamond Partners LLC	10,743	$507	12/31/2023
SCHA	10,743	$507	12/31/2023
Aspire Wealth Management Corp	10,740	$507	12/31/2023
SCHA	10,740	$507	12/31/2023
Altfest L J & Co. Inc.	10,285	$506	03/31/2024
SCHA	10,285	$506	03/31/2024
Bluestem Financial Advisors LLC	10,249	$505	03/31/2024
SCHA	10,249	$505	03/31/2024
Sentinel Pension Advisors Inc.	10,691	$505	12/31/2023
SCHA	10,691	$505	12/31/2023
Benjamin F. Edwards & Company Inc.	10,623	$502	12/31/2023
SCHA	10,623	$502	12/31/2023
Lbmc Investment Advisors LLC	10,117	$498	03/31/2024
SCHA	10,117	$498	03/31/2024
Valeo Financial Advisors LLC	9,986	$492	03/31/2024
SCHA	9,986	$492	03/31/2024
Forefront Analytics LLC	10,401	$491	12/31/2023
SCHA	10,401	$491	12/31/2023
Myecfo LLC	9,871	$486	03/31/2024
SCHA	9,871	$486	03/31/2024
Howe & Rusling Inc.	10,287	$486	12/31/2023
SCHA	10,287	$486	12/31/2023
Summit Financial LLC	10,293	$486	12/31/2023
SCHA	10,293	$486	12/31/2023
Western Wealth Management LLC	10,284	$486	12/31/2023
SCHA	10,284	$486	12/31/2023
Clarity Capital Advisors LLC	9,809	$483	03/31/2024
SCHA	9,809	$483	03/31/2024
Townsend Asset Management Corp NC ADV	10,234	$483	12/31/2023
SCHA	10,234	$483	12/31/2023
Citadel Advisors LLC		$482	12/31/2023
Call	11,500	$543	12/31/2023
Put	1,300	$61	12/31/2023
Park Avenue Securities LLC	9,748	$480	03/31/2024
SCHA	9,748	$480	03/31/2024
Cantor Fitzgerald Investment Adviser L.P.	10,089	$477	12/31/2023
SCHA	10,089	$477	12/31/2023
TIAA Trust National Association	10,030	$474	12/31/2023
SCHA	10,030	$474	12/31/2023
West Oak Capital LLC	9,610	$473	03/31/2024
SCHA	9,610	$473	03/31/2024
Aire Advisors LLC	10,000	$472	12/31/2023
SCHA	10,000	$472	12/31/2023
Landmark Financial Advisors LLC	9,976	$471	12/31/2023
SCHA	9,976	$471	12/31/2023
Holderness Investments Co.	9,942	$470	12/31/2023
SCHA	9,942	$470	12/31/2023
Sage Rhino Capital LLC	9,955	$470	12/31/2023
SCHA	9,955	$470	12/31/2023
STA Wealth Management LLC	9,817	$464	12/31/2023
SCHA	9,817	$464	12/31/2023
Wilbanks Smith & Thomas Asset Management LLC	9,795	$463	12/31/2023
SCHA	9,795	$463	12/31/2023
Tiemann Investment Advisors LLC	9,776	$462	12/31/2023
SCHA	9,776	$462	12/31/2023
Aptus Capital Advisors LLC	9,759	$461	12/31/2023
SCHA	9,759	$461	12/31/2023
Smith Anglin Financial LLC	9,714	$459	12/31/2023
SCHA	9,714	$459	12/31/2023
Abacus Planning Group Inc.	9,265	$456	03/31/2024
SCHA	9,265	$456	03/31/2024
Red Door Wealth Management LLC	9,240	$455	03/31/2024
SCHA	9,240	$455	03/31/2024
Forte Capital LLC ADV	9,560	$452	12/31/2023
SCHA	9,560	$452	12/31/2023
Meeder Asset Management Inc.	9,555	$451	12/31/2023
SCHA	9,555	$451	12/31/2023
BIP Wealth LLC	9,556	$451	12/31/2023
SCHA	9,556	$451	12/31/2023
WoodTrust Financial Corp		$447	03/31/2024
OTHER	7,200	$447	03/31/2024
Criterion Capital Advisors LLC	9,052	$446	03/31/2024
SCHA	9,052	$446	03/31/2024
Rock Point Advisors LLC	9,377	$443	12/31/2023
SCHA	9,377	$443	12/31/2023
Waterfront Wealth Inc.	9,345	$441	12/31/2023
SCHA	9,345	$441	12/31/2023
Parkside Financial Bank & Trust	9,236	$436	12/31/2023
SCHA	9,236	$436	12/31/2023
Jeppson Wealth Management LLC	8,760	$431	03/31/2024
SCHA	8,760	$431	03/31/2024
Strategic Equity Management	8,762	$431	03/31/2024
SCHA	8,762	$431	03/31/2024
Planning Directions Inc.	9,121	$431	12/31/2023
SCHA	9,121	$431	12/31/2023
Trellis Wealth Advisors LLC	8,708	$429	03/31/2024
SCHA	8,708	$429	03/31/2024
Guardian Wealth Advisors LLC NC	9,029	$427	12/31/2023
SCHA	9,029	$427	12/31/2023
Evanson Asset Management LLC	8,657	$426	03/31/2024
SCHA	8,657	$426	03/31/2024
TCG Advisory Services LLC	8,999	$425	12/31/2023
SCHA	8,999	$425	12/31/2023
Seven Mile Advisory	9,000	$425	12/31/2023
SCHA	9,000	$425	12/31/2023
Tranquility Partners LLC	8,966	$424	12/31/2023
SCHA	8,966	$424	12/31/2023
Evensky & Katz LLC	8,582	$423	03/31/2024
SCHA	8,582	$423	03/31/2024
Thrive Wealth Management LLC	8,540	$421	03/31/2024
SCHA	8,540	$421	03/31/2024
Leeward Financial Partners LLC	8,527	$420	03/31/2024
SCHA	8,527	$420	03/31/2024
Carret Asset Management LLC	8,518	$419	03/31/2024
SCHA	8,518	$419	03/31/2024
Stockman Wealth Management Inc.	8,458	$416	03/31/2024
SCHA	8,458	$416	03/31/2024
Ellevest Inc.	8,775	$415	12/31/2023
SCHA	8,775	$415	12/31/2023
Elmwood Wealth Management Inc.	8,722	$412	12/31/2023
SCHA	8,722	$412	12/31/2023
MJP Associates Inc. ADV	8,350	$411	03/31/2024
SCHA	8,350	$411	03/31/2024
Chatham Capital Group Inc.	8,328	$410	03/31/2024
SCHA	8,328	$410	03/31/2024
Mirador Capital Partners LP	8,322	$410	03/31/2024
SCHA	8,322	$410	03/31/2024
Pine Haven Investment Counsel Inc	8,670	$410	12/31/2023
SCHA	8,670	$410	12/31/2023
CAPROCK Group Inc.	8,667	$409	12/31/2023
SCHA	8,667	$409	12/31/2023
Ruggaard & Associates LLC	8,635	$408	12/31/2023
SCHA	8,635	$408	12/31/2023
Heritage Trust Co	8,600	$406	12/31/2023
SCHA	8,600	$406	12/31/2023
Planning Alternatives Ltd. ADV	8,229	$405	03/31/2024
SCHA	8,229	$405	03/31/2024
Signature Resources Capital Management LLC	8,565	$405	03/31/2024
SCHA	8,565	$405	03/31/2024
Rockbridge Investment Management LCC	8,558	$404	12/31/2023
SCHA	8,558	$404	12/31/2023
Haverford Trust Co.	8,501	$402	12/31/2023
SCHA	8,501	$402	12/31/2023
Kestra Private Wealth Services LLC	8,514	$402	12/31/2023
SCHA	8,514	$402	12/31/2023
Cabot Wealth Management Inc.	8,463	$400	12/31/2023
SCHA	8,463	$400	12/31/2023
Johnson Financial Group Inc.	8,476	$400	12/31/2023
SCHA	8,476	$400	12/31/2023
Summit Global Investments	8,470	$400	12/31/2023
SCHA	8,470	$400	12/31/2023
Paragon Capital Management Ltd	8,089	$398	03/31/2024
SCHA	8,089	$398	03/31/2024
Great Valley Advisor Group Inc.	8,413	$398	12/31/2023
SCHA	8,413	$398	12/31/2023
Gray Wealth Management Inc.	8,381	$396	12/31/2023
SCHA	8,381	$396	12/31/2023
RSM US Wealth Management LLC	8,346	$394	12/31/2023
SCHA	8,346	$394	12/31/2023
Synovus Financial Corp	8,312	$393	12/31/2023
SCHA	8,312	$393	12/31/2023
MeadowBrook Investment Advisors LLC	8,272	$391	12/31/2023
SCHA	8,272	$391	12/31/2023
Tritonpoint Wealth LLC	8,248	$390	12/31/2023
SCHA	8,248	$390	12/31/2023
Sovereign Financial Group Inc.	7,769	$383	03/31/2024
SCHA	7,769	$383	03/31/2024
RE Dickinson Investment Advisors LLC	8,101	$383	12/31/2023
SCHA	8,101	$383	12/31/2023
UMA Financial Services Inc.	8,355	$382	03/31/2024
SCHA	8,355	$382	03/31/2024
Cordant Inc.	7,650	$377	03/31/2024
SCHA	7,650	$377	03/31/2024
Skyline Advisors Inc.	7,662	$377	03/31/2024
SCHA	7,662	$377	03/31/2024
First National Bank of Mount Dora Trust Investment Services	7,600	$374	03/31/2024
SCHA	7,600	$374	03/31/2024
Principle Wealth Partners LLC	7,571	$373	03/31/2024
SCHA	7,571	$373	03/31/2024
Fidelis Capital Partners LLC	7,857	$371	12/31/2023
SCHA	7,857	$371	12/31/2023
Jacobsen Capital Management	7,814	$369	12/31/2023
SCHA	7,814	$369	12/31/2023
Miracle Mile Advisors LLC	7,467	$368	03/31/2024
SCHA	7,467	$368	03/31/2024
Carolinas Wealth Consulting LLC	7,787	$368	12/31/2023
SCHA	7,787	$368	12/31/2023
Wealthcare Capital Management LLC	7,448	$367	03/31/2024
SCHA	7,448	$367	03/31/2024
U.S. Capital Wealth Advisors LLC	7,738	$366	12/31/2023
SCHA	7,738	$366	12/31/2023
Aurora Private Wealth Inc.	7,489	$365	03/31/2024
SCHA	7,489	$365	03/31/2024
Proffitt & Goodson Inc.	7,730	$365	12/31/2023
SCHA	7,730	$365	12/31/2023
Telemus Capital LLC	7,723	$365	12/31/2023
SCHA	7,723	$365	12/31/2023
Principal Securities Inc.	7,704	$364	12/31/2023
SCHA	7,704	$364	12/31/2023
Kelman Lazarov Inc.	7,657	$362	12/31/2023
SCHA	7,657	$362	12/31/2023
O Shaughnessy Asset Management LLC	7,572	$358	12/31/2023
SCHA	7,572	$358	12/31/2023
River Wealth Advisors LLC	7,553	$357	12/31/2023
SCHA	7,553	$357	12/31/2023
Brookstone Capital Management	7,213	$355	03/31/2024
SCHA	7,213	$355	03/31/2024
Oppenheimer Asset Management Inc.	7,496	$354	12/31/2023
SCHA	7,496	$354	12/31/2023
West Coast Financial LLC	7,150	$352	03/31/2024
SCHA	7,150	$352	03/31/2024
SILVER OAK SECURITIES Inc	7,444	$352	12/31/2023
SCHA	7,444	$352	12/31/2023
Fortitude Advisory Group L.L.C.	7,430	$351	12/31/2023
SCHA	7,430	$351	12/31/2023
Gratus Capital LLC	7,415	$350	12/31/2023
SCHA	7,415	$350	12/31/2023
Gallagher Fiduciary Advisors LLC	7,315	$346	12/31/2023
SCHA	7,315	$346	12/31/2023
Holistic Financial Partners	7,301	$345	12/31/2023
SCHA	7,301	$345	12/31/2023
Bedel Financial Consulting Inc.	7,280	$344	12/31/2023
SCHA	7,280	$344	12/31/2023
Dana Investment Advisors Inc.	7,266	$343	12/31/2023
SCHA	7,266	$343	12/31/2023
Front Row Advisors LLC	7,271	$343	12/31/2023
SCHA	7,271	$343	12/31/2023
Spectrum Wealth Counsel LLC	7,130	$337	12/31/2023
SCHA	7,130	$337	12/31/2023
Jentner Corp	7,110	$336	12/31/2023
SCHA	7,110	$336	12/31/2023
BSW Wealth Partners	6,796	$335	03/31/2024
SCHA	6,796	$335	03/31/2024
J.W. Cole Advisors Inc.	7,093	$335	12/31/2023
SCHA	7,093	$335	12/31/2023
Foster & Motley Inc.	6,775	$334	03/31/2024
SCHA	6,775	$334	03/31/2024
Penobscot Investment Management Company Inc.	7,020	$332	12/31/2023
SCHA	7,020	$332	12/31/2023
Valicenti Advisory Services Inc.	6,682	$329	03/31/2024
SCHA	6,682	$329	03/31/2024
Patriot Financial Group Insurance Agency LLC	6,957	$329	12/31/2023
SCHA	6,957	$329	12/31/2023
Capital Advisors Ltd. LLC	6,647	$327	03/31/2024
SCHA	6,647	$327	03/31/2024
Lido Advisors LLC	6,325	$327	12/31/2023
SCHA	6,325	$327	12/31/2023
Selective Wealth Management Inc.	6,882	$325	03/31/2024
SCHA	6,882	$325	03/31/2024
Mitchell Sinkler & Starr PA	6,870	$325	12/31/2023
SCHA	6,870	$325	12/31/2023
Curtis Advisory Group LLC	6,860	$324	12/31/2023
SCHA	6,860	$324	12/31/2023
Triton Wealth Management PLLC	7,068	$323	12/31/2023
SCHA	7,068	$323	12/31/2023
Fiduciary Alliance LLC	6,570	$321	03/31/2024
SCHA	6,570	$321	03/31/2024
Sierra Summit Advisors LLC	6,796	$321	12/31/2023
SCHA	6,796	$321	12/31/2023
Putnam FL Investment Management Co.	6,731	$318	12/31/2023
SCHA	6,731	$318	12/31/2023
Kaizen Financial Strategies	6,729	$318	12/31/2023
SCHA	6,729	$318	12/31/2023
Stordahl Capital Management Inc.	6,411	$316	03/31/2024
SCHA	6,411	$316	03/31/2024
Sfmg LLC	6,681	$316	12/31/2023
SCHA	6,681	$316	12/31/2023
Sendero Wealth Management LLC	6,400	$315	03/31/2024
SCHA	6,400	$315	03/31/2024
GSB Wealth Management LLC	6,637	$314	12/31/2023
SCHA	6,637	$314	12/31/2023
Mill Creek Capital Advisors LLC	6,644	$314	12/31/2023
SCHA	6,644	$314	12/31/2023
Stone Point Wealth LLC	6,628	$313	12/31/2023
SCHA	6,628	$313	12/31/2023
Freestone Capital Holdings LLC	6,607	$312	12/31/2023
SCHA	6,607	$312	12/31/2023
Pure Financial Advisors Inc.	6,316	$311	03/31/2024
SCHA	6,316	$311	03/31/2024
Somerset Group LLC	6,579	$311	12/31/2023
SCHA	6,579	$311	12/31/2023
Wetherby Asset Management Inc.	6,554	$310	12/31/2023
SCHA	6,554	$310	12/31/2023
Glaxis Capital Management LLC	6,531	$309	12/31/2023
SCHA	6,531	$309	12/31/2023
SageView Advisory Group LLC	6,594	$307	12/31/2023
SCHA	6,594	$307	12/31/2023
Alesco Advisors LLC	6,477	$306	12/31/2023
SCHA	6,477	$306	12/31/2023
Sachetta LLC	6,485	$306	12/31/2023
SCHA	6,485	$306	12/31/2023
Merit Financial Group LLC	6,463	$305	12/31/2023
SCHA	6,463	$305	12/31/2023
Betterment LLC	6,412	$303	12/31/2023
SCHA	6,412	$303	12/31/2023
Lakeview Capital Partners LLC	6,349	$300	12/31/2023
SCHA	6,349	$300	12/31/2023
Nottingham Advisors Inc.	6,326	$299	12/31/2023
SCHA	6,326	$299	12/31/2023
Jane Street Group LLC	6,271	$296	12/31/2023
SCHA	6,271	$296	12/31/2023
Commerce Bank	6,251	$295	12/31/2023
SCHA	6,251	$295	12/31/2023
Geometric Wealth Advisors	6,236	$295	12/31/2023
SCHA	6,236	$295	12/31/2023
Bowman & Co S.C.	5,964	$294	03/31/2024
SCHA	5,964	$294	03/31/2024
Arbor Capital Management Inc. ADV	6,425	$293	12/31/2023
SCHA	6,425	$293	12/31/2023
Atlantic Trust LLC	6,191	$292	12/31/2023
SCHA	6,191	$292	12/31/2023
Sawgrass Asset Management LLC	6,118	$289	12/31/2023
SCHA	6,118	$289	12/31/2023
Fagan Associates Inc.	6,127	$289	12/31/2023
SCHA	6,127	$289	12/31/2023
Pensionmark Financial Group LLC	6,110	$289	12/31/2023
SCHA	6,110	$289	12/31/2023
Richardson Capital Management LLC	5,832	$287	03/31/2024
SCHA	5,832	$287	03/31/2024
Fisher Asset Management LLC	6,078	$287	12/31/2023
SCHA	6,078	$287	12/31/2023
RMB Capital Management LLC	6,005	$284	12/31/2023
SCHA	6,005	$284	12/31/2023
FLC Capital Advisors	5,954	$281	12/31/2023
SCHA	5,954	$281	12/31/2023
Coppell Advisory Solutions LLC	5,925	$280	12/31/2023
SCHA	5,925	$280	12/31/2023
Sandy Spring Bank	5,865	$277	12/31/2023
SCHA	5,865	$277	12/31/2023
Keystone Wealth Services LLC	5,601	$276	03/31/2024
SCHA	5,601	$276	03/31/2024
Flower City Capital	5,586	$275	03/31/2024
SCHA	5,586	$275	03/31/2024
RBA Wealth Management LLC	5,558	$274	03/31/2024
SCHA	5,558	$274	03/31/2024
Godshalk Welsh Capital Management Inc.	5,800	$274	12/31/2023
SCHA	5,800	$274	12/31/2023
Edge Capital Group LLC	5,767	$272	12/31/2023
SCHA	5,767	$272	12/31/2023
Vanguard Group Inc.	5,744	$271	12/31/2023
SCHA	5,744	$271	12/31/2023
SYM FINANCIAL Corp	5,743	$271	12/31/2023
SCHA	5,743	$271	12/31/2023
Camelot Portfolios LLC	5,725	$270	12/31/2023
SCHA	5,725	$270	12/31/2023
Aspiriant LLC	5,470	$269	03/31/2024
SCHA	5,470	$269	03/31/2024
Lincoln National Corp	5,683	$268	12/31/2023
SCHA	5,683	$268	12/31/2023
Evoke Wealth LLC	5,665	$268	12/31/2023
SCHA	5,665	$268	12/31/2023
Simon Quick Advisors LLC	5,429	$267	03/31/2024
SCHA	5,429	$267	03/31/2024
Pioneer Trust Bank N A OR	5,600	$265	12/31/2023
SCHA	5,600	$265	12/31/2023
Baker Avenue Asset Management LP	5,589	$264	12/31/2023
SCHA	5,589	$264	12/31/2023
Capital Planning LLC	5,347	$263	03/31/2024
SCHA	5,347	$263	03/31/2024
Castle Wealth Management LLC	5,565	$263	12/31/2023
SCHA	5,565	$263	12/31/2023
Alpha Financial Advisors LLC	5,559	$263	12/31/2023
SCHA	5,559	$263	12/31/2023
Strategic Blueprint LLC	5,293	$261	03/31/2024
SCHA	5,293	$261	03/31/2024
Fusion Capital LLC	5,510	$260	12/31/2023
SCHA	5,510	$260	12/31/2023
BOS Asset Management LLC	5,488	$259	12/31/2023
SCHA	5,488	$259	12/31/2023
Paragon Wealth Strategies LLC	5,458	$258	12/31/2023
SCHA	5,458	$258	12/31/2023
Ieq Capital LLC	5,456	$258	12/31/2023
SCHA	5,456	$258	12/31/2023
Vawter Financial Ltd.	5,456	$258	12/31/2023
SCHA	5,456	$258	12/31/2023
Heartwood Wealth Advisors LLC	5,216	$257	03/31/2024
SCHA	5,216	$257	03/31/2024
Sonora Investment Management Group LLC	5,442	$257	12/31/2023
SCHA	5,442	$257	12/31/2023
Hexagon Capital Partners LLC	5,205	$256	03/31/2024
SCHA	5,205	$256	03/31/2024
Meritage Portfolio Management	5,378	$254	12/31/2023
SCHA	5,378	$254	12/31/2023
LifeSteps Financial Inc.	5,336	$252	12/31/2023
SCHA	5,336	$252	12/31/2023
Kathmere Capital Management LLC	5,055	$249	03/31/2024
SCHA	5,055	$249	03/31/2024
Independent Advisor Alliance	5,269	$249	12/31/2023
SCHA	5,269	$249	12/31/2023
Pine Valley Investments Ltd Liability Co	5,257	$248	12/31/2023
SCHA	5,257	$248	12/31/2023
GTS Securities LLC	5,238	$247	12/31/2023
SCHA	5,238	$247	12/31/2023
Patton Albertson Miller Group LLC	5,234	$247	12/31/2023
SCHA	5,234	$247	12/31/2023
Heirloom Wealth Management	5,218	$247	12/31/2023
SCHA	5,218	$247	12/31/2023
FineMark National Bank & Trust	5,198	$246	12/31/2023
SCHA	5,198	$246	12/31/2023
MCF Advisors LLC	4,972	$245	03/31/2024
SCHA	4,972	$245	03/31/2024
Palouse Capital Management Inc.	5,184	$245	12/31/2023
SCHA	5,184	$245	12/31/2023
QRG Capital Management Inc.	5,144	$243	12/31/2023
SCHA	5,144	$243	12/31/2023
Modus Advisors LLC	4,880	$240	03/31/2024
SCHA	4,880	$240	03/31/2024
Pinnacle Financial Partners Inc.	5,065	$239	12/31/2023
SCHA	5,065	$239	12/31/2023
Napatree Capital LLC	5,065	$239	12/31/2023
SCHA	5,065	$239	12/31/2023
Crestwood Advisors Group LLC	4,946	$234	12/31/2023
SCHA	4,946	$234	12/31/2023
HCR Wealth Advisors	4,945	$234	12/31/2023
SCHA	4,945	$234	12/31/2023
Gladstone Institutional Advisory LLC	4,906	$232	12/31/2023
SCHA	4,906	$232	12/31/2023
Vista Wealth Management Group LLC	4,890	$231	12/31/2023
SCHA	4,890	$231	12/31/2023
Goepper Burkhardt LLC	4,927	$231	12/31/2023
SCHA	4,927	$231	12/31/2023
Sebold Capital Management Inc.	4,641	$229	03/31/2024
SCHA	4,641	$229	03/31/2024
Financial Management Network Inc.	4,742	$226	03/31/2024
SCHA	4,742	$226	03/31/2024
Change Path LLC	4,789	$226	12/31/2023
SCHA	4,789	$226	12/31/2023
Mayfair Advisory Group LLC	4,556	$224	03/31/2024
SCHA	4,556	$224	03/31/2024
StrategIQ Financial Group LLC	4,746	$224	12/31/2023
SCHA	4,746	$224	12/31/2023
D. B. Root & Company LLC	4,520	$223	03/31/2024
SCHA	4,520	$223	03/31/2024
Geneos Wealth Management Inc.	4,719	$223	12/31/2023
SCHA	4,719	$223	12/31/2023
Cross Staff Investments Inc	4,728	$223	12/31/2023
SCHA	4,728	$223	12/31/2023
Wedgewood Investors Inc. PA	4,672	$221	12/31/2023
SCHA	4,672	$221	12/31/2023
Ronald Blue Trust Inc.	4,665	$220	12/31/2023
SCHA	4,665	$220	12/31/2023
Builder Investment Group Inc. ADV	4,621	$218	12/31/2023
SCHA	4,621	$218	12/31/2023
Fiduciary Group LLC	4,624	$218	12/31/2023
SCHA	4,624	$218	12/31/2023
Connecticut Wealth Management LLC	4,616	$218	12/31/2023
SCHA	4,616	$218	12/31/2023
Pring Turner Capital Group Inc.	4,600	$217	12/31/2023
SCHA	4,600	$217	12/31/2023
Retirement Income Solutions Inc	4,598	$217	12/31/2023
SCHA	4,598	$217	12/31/2023
Bordeaux Wealth Advisors LLC	4,593	$217	12/31/2023
SCHA	4,593	$217	12/31/2023
Continuum Wealth Advisors LLC	4,588	$217	12/31/2023
SCHA	4,588	$217	12/31/2023
North Star Investment Management Corp.	4,548	$215	12/31/2023
SCHA	4,548	$215	12/31/2023
Capital Investment Advisors LLC	4,353	$214	03/31/2024
SCHA	4,353	$214	03/31/2024
Austin Private Wealth LLC	4,446	$214	03/31/2024
SCHA	4,446	$214	03/31/2024
Gainplan LLC	4,521	$214	12/31/2023
SCHA	4,521	$214	12/31/2023
Peak Financial Management Inc.	4,311	$212	03/31/2024
SCHA	4,311	$212	03/31/2024
Axxcess Wealth Management LLC	4,492	$212	12/31/2023
SCHA	4,492	$212	12/31/2023
PFG Investments LLC	4,293	$211	03/31/2024
SCHA	4,293	$211	03/31/2024
Horizons Wealth Management	4,396	$208	03/31/2024
SCHA	4,396	$208	03/31/2024
J. L. Bainbridge & Co. Inc.	4,404	$208	12/31/2023
SCHA	4,404	$208	12/31/2023
Mayflower Financial Advisors LLC	4,404	$208	12/31/2023
SCHA	4,404	$208	12/31/2023
Astoria Portfolio Advisors LLC.	4,484	$206	03/31/2024
SCHA	4,484	$206	03/31/2024
Consolidated Portfolio Review Corp	4,335	$205	12/31/2023
SCHA	4,335	$205	12/31/2023
Sweet Financial Partners LLC	4,144	$204	03/31/2024
SCHA	4,144	$204	03/31/2024
Obermeyer Wood Investment Counsel Lllp	4,315	$204	12/31/2023
SCHA	4,315	$204	12/31/2023
Van Hulzen Asset Management LLC	4,304	$203	12/31/2023
SCHA	4,304	$203	12/31/2023
Capital Asset Advisory Services LLC	4,215	$202	03/31/2024
SCHA	4,215	$202	03/31/2024
Carmel Capital Management L.L.C.	4,094	$202	03/31/2024
SCHA	4,094	$202	03/31/2024
First Foundation Advisors	4,271	$202	12/31/2023
SCHA	4,271	$202	12/31/2023
Apriem Advisors	4,280	$202	12/31/2023
SCHA	4,280	$202	12/31/2023
Apollon Financial LLC	4,272	$202	12/31/2023
SCHA	4,272	$202	12/31/2023
Patrick M Sweeney & Associates Inc.	4,237	$200	12/31/2023
SCHA	4,237	$200	12/31/2023
Kathleen S. Wright Associates Inc.	3,900	$192	03/31/2024
SCHA	3,900	$192	03/31/2024
Kozak & Associates Inc.	4,222	$191	12/31/2023
SCHA	4,222	$191	12/31/2023
Qube Research & Technologies Ltd	3,930	$186	12/31/2023
SCHA	3,930	$186	12/31/2023
Beaird Harris Wealth Management LLC	3,805	$180	12/31/2023
SCHA	3,805	$180	12/31/2023
Optimum Investment Advisors	3,620	$178	03/31/2024
SCHA	3,620	$178	03/31/2024
Bfsg LLC	3,383	$167	03/31/2024
SCHA	3,383	$167	03/31/2024
Proequities Inc.	3,486	$165	12/31/2023
SCHA	3,486	$165	12/31/2023
Nalls Sherbakoff Group LLC	3,483	$165	12/31/2023
SCHA	3,483	$165	12/31/2023
BOK Financial Private Wealth Inc.	3,414	$161	12/31/2023
SCHA	3,414	$161	12/31/2023
Elgethun Capital Management	3,373	$159	12/31/2023
SCHA	3,373	$159	12/31/2023
Granite Investment Partners LLC	3,252	$154	12/31/2023
SCHA	3,252	$154	12/31/2023
Pinnacle Bank	3,095	$152	03/31/2024
SCHA	3,095	$152	03/31/2024
Laurel Wealth Advisors LLC	3,180	$150	12/31/2023
SCHA	3,180	$150	12/31/2023
First Pacific Financial	2,704	$128	12/31/2023
SCHA	2,704	$128	12/31/2023
Planning Capital Management Corp	2,629	$124	12/31/2023
SCHA	2,629	$124	12/31/2023
Capital Investment Advisory Services LLC	2,524	$119	12/31/2023
SCHA	2,524	$119	12/31/2023
Tucker Asset Management LLC	2,507	$118	12/31/2023
SCHA	2,507	$118	12/31/2023
First Community Trust NA	2,300	$113	03/31/2024
SCHA	2,300	$113	03/31/2024
Key Financial Inc	2,372	$112	12/31/2023
SCHA	2,372	$112	12/31/2023
Householder Group Estate & Retirement Specialist LLC	2,323	$109	12/31/2023
SCHA	2,323	$109	12/31/2023
Sage Mountain Advisors LLC	2,182	$107	03/31/2024
SCHA	2,182	$107	03/31/2024
Farmers & Merchants Investments Inc.	2,144	$106	03/31/2024
SCHA	2,144	$106	03/31/2024
Ancora Advisors LLC	2,220	$105	12/31/2023
SCHA	2,220	$105	12/31/2023
Harbor Investment Advisory LLC	2,080	$102	03/31/2024
SCHA	2,080	$102	03/31/2024
Family Asset Management LLC	2,092	$99	12/31/2023
SCHA	2,092	$99	12/31/2023
Jamison Private Wealth Management Inc.	2,055	$97	12/31/2023
SCHA	2,055	$97	12/31/2023
Cherry Tree Wealth Management LLC	2,004	$95	12/31/2023
SCHA	2,004	$95	12/31/2023
UMB Bank N A MO	1,978	$93	12/31/2023
SCHA	1,978	$93	12/31/2023
Guardian Wealth Management Inc.	1,950	$92	12/31/2023
SCHA	1,950	$92	12/31/2023
Ritter Daniher Financial Advisory LLC DE	1,947	$92	12/31/2023
SCHA	1,947	$92	12/31/2023
Evolution Advisers Inc.	1,936	$91	12/31/2023
SCHA	1,936	$91	12/31/2023
CENTRAL TRUST Co	1,900	$90	12/31/2023
SCHA	1,900	$90	12/31/2023
SJS Investment Consulting Inc.	1,815	$89	03/31/2024
SCHA	1,815	$89	03/31/2024
Smithfield Trust Co.	1,823	$86	12/31/2023
SCHA	1,823	$86	12/31/2023
Thompson Siegel & Walmsley LLC	1,700	$80	12/31/2023
SCHA	1,700	$80	12/31/2023
Salomon & Ludwin LLC	1,672	$79	12/31/2023
SCHA	1,672	$79	12/31/2023
APCM Wealth Management for Individuals	1,569	$77	03/31/2024
SCHA	1,569	$77	03/31/2024
Coastal Investment Advisors Inc.	1,556	$77	03/31/2024
SCHA	1,556	$77	03/31/2024
Advantage Trust Co	1,600	$76	12/31/2023
SCHA	1,600	$76	12/31/2023
Pflug Koory LLC	1,468	$72	03/31/2024
SCHA	1,468	$72	03/31/2024
Citigroup Inc.	1,491	$70	12/31/2023
SCHA	1,491	$70	12/31/2023
Fairman Group LLC	1,484	$70	12/31/2023
SCHA	1,484	$70	12/31/2023
Barrett & Company Inc.	1,331	$66	03/31/2024
SCHA	1,331	$66	03/31/2024
Raleigh Capital Management Inc.	1,406	$66	12/31/2023
SCHA	1,406	$66	12/31/2023
Castleview Partners LLC	1,314	$62	12/31/2023
SCHA	1,314	$62	12/31/2023
Smartleaf Asset Management LLC	1,257	$60	12/31/2023
SCHA	1,257	$60	12/31/2023
Cardiff Park Advisors LLC	1,222	$58	12/31/2023
SCHA	1,222	$58	12/31/2023
Steward Partners Investment Advisory LLC	1,196	$56	12/31/2023
SCHA	1,196	$56	12/31/2023
Plante Moran Financial Advisors LLC	1,172	$55	12/31/2023
SCHA	1,172	$55	12/31/2023
Lindbrook Capital LLC	1,165	$55	12/31/2023
SCHA	1,165	$55	12/31/2023
Versant Capital Management Inc	1,098	$54	03/31/2024
SCHA	1,098	$54	03/31/2024
Costello Asset Management INC	1,132	$53	12/31/2023
SCHA	1,132	$53	12/31/2023
Motco	1,106	$52	12/31/2023
SCHA	1,106	$52	12/31/2023
Grove Bank & Trust	1,040	$49	12/31/2023
SCHA	1,040	$49	12/31/2023
Blume Capital Management Inc.	1,016	$48	12/31/2023
SCHA	1,016	$48	12/31/2023
Robbins Farley LLC	955	$47	03/31/2024
SCHA	955	$47	03/31/2024
Glenmede Trust Co. NA	988	$47	12/31/2023
SCHA	988	$47	12/31/2023
Sugarloaf Wealth Management LLC	928	$46	03/31/2024
SCHA	928	$46	03/31/2024
Islay Capital Management LLC	980	$46	12/31/2023
SCHA	980	$46	12/31/2023
Impact Partnership Wealth LLC	964	$46	12/31/2023
SCHA	964	$46	12/31/2023
Atlas Capital Advisors LLC	912	$45	03/31/2024
SCHA	912	$45	03/31/2024
Global Wealth Strategies & Associates	924	$45	03/31/2024
SCHA	924	$45	03/31/2024
Gables Capital Management Inc.	950	$45	12/31/2023
SCHA	950	$45	12/31/2023
Resurgent Financial Advisors LLC	895	$42	12/31/2023
SCHA	895	$42	12/31/2023
PDS Planning Inc	838	$40	12/31/2023
SCHA	838	$40	12/31/2023
McIlrath & Eck LLC	841	$40	12/31/2023
SCHA	841	$40	12/31/2023
Huntington National Bank	814	$38	12/31/2023
SCHA	814	$38	12/31/2023
First Horizon Advisors Inc.	801	$38	12/31/2023
SCHA	801	$38	12/31/2023
FSA Wealth Management LLC	814	$38	12/31/2023
SCHA	814	$38	12/31/2023
Retirement Group LLC	766	$36	12/31/2023
SCHA	766	$36	12/31/2023
Fifth Third Bancorp	691	$34	03/31/2024
SCHA	691	$34	03/31/2024
Providence Capital Advisors LLC	730	$34	12/31/2023
SCHA	730	$34	12/31/2023
Newbridge Financial Services Group Inc.	691	$33	12/31/2023
SCHA	691	$33	12/31/2023
Contravisory Investment Management Inc.	639	$31	03/31/2024
SCHA	639	$31	03/31/2024
Gradient Investments LLC	635	$31	03/31/2024
SCHA	635	$31	03/31/2024
Tower Research Capital LLC TRC	641	$30	12/31/2023
SCHA	641	$30	12/31/2023
SOA Wealth Advisors LLC.	585	$29	03/31/2024
SCHA	585	$29	03/31/2024
Atlantic Edge Private Wealth Management LLC	614	$29	12/31/2023
SCHA	614	$29	12/31/2023
Cassady Schiller Wealth Management LLC	590	$28	12/31/2023
SCHA	590	$28	12/31/2023
Ambassador Advisors LLC	607	$27	12/31/2023
SCHA	607	$27	12/31/2023
Pin Oak Investment Advisors Inc.	550	$26	12/31/2023
SCHA	550	$26	12/31/2023
Mascoma Wealth Management LLC	542	$26	12/31/2023
SCHA	542	$26	12/31/2023
M&R Capital Management Inc.	499	$25	03/31/2024
SCHA	499	$25	03/31/2024
Barclays PLC	536	$25	12/31/2023
SCHA	536	$25	12/31/2023
Hamilton Point Investment Advisors LLC	532	$25	12/31/2023
SCHA	532	$25	12/31/2023
FinTrust Capital Advisors LLC	533	$25	12/31/2023
SCHA	533	$25	12/31/2023
Ulland Investment Advisors LLC	529	$25	12/31/2023
SCHA	529	$25	12/31/2023
TD Capital Management LLC	477	$23	12/31/2023
SCHA	477	$23	12/31/2023
EverSource Wealth Advisors LLC	489	$23	12/31/2023
SCHA	489	$23	12/31/2023
LGT Financial Advisors LLC	481	$23	12/31/2023
SCHA	481	$23	12/31/2023
Halpern Financial Inc.	450	$22	03/31/2024
SCHA	450	$22	03/31/2024
American Capital Advisory LLC	462	$22	12/31/2023
SCHA	462	$22	12/31/2023
Main Street Group LTD	454	$21	12/31/2023
SCHA	454	$21	12/31/2023
WASHINGTON TRUST Co	408	$20	03/31/2024
SCHA	408	$20	03/31/2024
Lowe Wealth Advisors LLC	400	$20	03/31/2024
SCHA	400	$20	03/31/2024
Franklin Resources Inc.	420	$20	12/31/2023
SCHA	420	$20	12/31/2023
Baystate Wealth Management LLC	416	$20	12/31/2023
SCHA	416	$20	12/31/2023
McClarren Financial Advisors Inc.	419	$20	12/31/2023
SCHA	419	$20	12/31/2023
Tsfg LLC	395	$19	03/31/2024
SCHA	395	$19	03/31/2024
HM Payson & Co.	398	$19	12/31/2023
SCHA	398	$19	12/31/2023
Aspect Partners LLC	398	$19	12/31/2023
SCHA	398	$19	12/31/2023
National Bank of Canada FI	424	$18	12/31/2023
SCHA	424	$18	12/31/2023
Wagner Wealth Management LLC	353	$17	03/31/2024
SCHA	353	$17	03/31/2024
Piscataqua Savings Bank	344	$17	03/31/2024
SCHA	344	$17	03/31/2024
Able Wealth Management LLC	364	$17	12/31/2023
SCHA	364	$17	12/31/2023
Maryland Capital Advisors Inc.	326	$16	03/31/2024
SCHA	326	$16	03/31/2024
Hazlett Burt & Watson Inc.	330	$16	12/31/2023
SCHA	330	$16	12/31/2023
Operose Advisors LLC	340	$16	12/31/2023
SCHA	340	$16	12/31/2023
Adirondack Trust Co.	262	$13	03/31/2024
SCHA	262	$13	03/31/2024
Glassman Wealth Services	278	$13	12/31/2023
SCHA	278	$13	12/31/2023
Fortis Advisors LLC	267	$13	12/31/2023
SCHA	267	$13	12/31/2023
Private Ocean LLC	250	$12	03/31/2024
SCHA	250	$12	03/31/2024
Iron Horse Wealth Management LLC	250	$12	03/31/2024
SCHA	250	$12	03/31/2024
JDM Financial Group LLC	250	$12	12/31/2023
SCHA	250	$12	12/31/2023
Kiely Wealth Advisory Group Inc.	262	$12	12/31/2023
SCHA	262	$12	12/31/2023
Pineridge Advisors LLC	250	$12	12/31/2023
SCHA	250	$12	12/31/2023
Addison Advisors LLC	233	$11	12/31/2023
SCHA	233	$11	12/31/2023
DecisionPoint Financial LLC	240	$11	12/31/2023
SCHA	240	$11	12/31/2023
Westside Investment Management Inc.	196	$10	03/31/2024
SCHA	196	$10	03/31/2024
Rise Advisors LLC	200	$10	03/31/2024
SCHA	200	$10	03/31/2024
Gs Investments Inc.	208	$10	12/31/2023
SCHA	208	$10	12/31/2023
NWK Group Inc.	212	$10	12/31/2023
SCHA	212	$10	12/31/2023
Cedar Mountain Advisors LLC	192	$9	03/31/2024
SCHA	192	$9	03/31/2024
BOKF NA	186	$9	12/31/2023
SCHA	186	$9	12/31/2023
Balentine LLC	181	$9	12/31/2023
SCHA	181	$9	12/31/2023
Bray Capital Advisors	190	$9	12/31/2023
SCHA	190	$9	12/31/2023
Aberdeen Wealth Management LLC	200	$9	12/31/2023
SCHA	200	$9	12/31/2023
Team Financial Group LLC	184	$9	12/31/2023
SCHA	184	$9	12/31/2023
Bradley & Co. Private Wealth Management LLC	201	$9	12/31/2023
SCHA	201	$9	12/31/2023
Capital Management Associates Inc	188	$9	12/31/2023
SCHA	188	$9	12/31/2023
Livelsberger Financial Advisory	198	$9	12/31/2023
SCHA	198	$9	12/31/2023
NBC Securities Inc.	167	$8	03/31/2024
SCHA	167	$8	03/31/2024
Future Financial Wealth Managment LLC	170	$8	03/31/2024
SCHA	170	$8	03/31/2024
Trifecta Capital Advisors LLC	163	$8	03/31/2024
SCHA	163	$8	03/31/2024
Horrell Capital Management Inc.	176	$8	12/31/2023
SCHA	176	$8	12/31/2023
Orion Capital Management LLC	174	$8	12/31/2023
SCHA	174	$8	12/31/2023
Avion Wealth	147	$7	12/31/2023
SCHA	147	$7	12/31/2023
Bellevue Asset Management LLC	148	$7	12/31/2023
SCHA	148	$7	12/31/2023
Archer Investment Corp	142	$7	12/31/2023
SCHA	142	$7	12/31/2023
Hanson & Doremus Investment Management	119	$6	03/31/2024
SCHA	119	$6	03/31/2024
Sound Income Strategies LLC	117	$6	03/31/2024
SCHA	117	$6	03/31/2024
Morton Brown Family Wealth LLC	111	$5	03/31/2024
SCHA	111	$5	03/31/2024
Financial Perspectives Inc	99	$5	03/31/2024
SCHA	99	$5	03/31/2024
Heritage Wealth Advisors	103	$5	12/31/2023
SCHA	103	$5	12/31/2023
GPS Wealth Strategies Group LLC	108	$5	12/31/2023
SCHA	108	$5	12/31/2023
EPG Wealth Management LLC	119	$5	12/31/2023
SCHA	119	$5	12/31/2023
Life Planning Partners Inc	107	$5	12/31/2023
SCHA	107	$5	12/31/2023
Tyler Stone Wealth Management	100	$5	12/31/2023
SCHA	100	$5	12/31/2023
Godsey & Gibb Associates	78	$4	03/31/2024
SCHA	78	$4	03/31/2024
Cutler Group LP		$4	03/31/2024
Call	2,000	$4	03/31/2024
Put	2,100	$0	03/31/2024
Atticus Wealth Management LLC	85	$4	03/31/2024
SCHA	85	$4	03/31/2024
City State Bank	74	$4	03/31/2024
SCHA	74	$4	03/31/2024
Delta Asset Management LLC TN	94	$4	12/31/2023
SCHA	94	$4	12/31/2023
Gpwm LLC	88	$4	12/31/2023
SCHA	88	$4	12/31/2023
SRS Capital Advisors Inc.	55	$3	12/31/2023
SCHA	55	$3	12/31/2023
West Branch Capital LLC	64	$3	12/31/2023
SCHA	64	$3	12/31/2023
Hoey Investments Inc.	60	$3	12/31/2023
SCHA	60	$3	12/31/2023
TFC Financial Management	55	$3	12/31/2023
SCHA	55	$3	12/31/2023
New Millennium Group LLC	66	$3	12/31/2023
SCHA	66	$3	12/31/2023
ORG Partners LLC	68	$3	12/31/2023
SCHA	68	$3	12/31/2023
Albion Financial Group UT	50	$2	03/31/2024
SCHA	50	$2	03/31/2024
Financial Management Professionals Inc.	41	$2	03/31/2024
SCHA	41	$2	03/31/2024
GAMMA Investing LLC	38	$2	03/31/2024
SCHA	38	$2	03/31/2024
Ogorek Anthony Joseph NY ADV	46	$2	12/31/2023
SCHA	46	$2	12/31/2023
Mark Sheptoff Financial Planning LLC	38	$2	12/31/2023
SCHA	38	$2	12/31/2023
Tompkins Financial Corp	26	$1	03/31/2024
SCHA	26	$1	03/31/2024
Stephens Consulting LLC	18	$1	03/31/2024
SCHA	18	$1	03/31/2024
First Manhattan Co.	12	$1	12/31/2023
SCHA	12	$1	12/31/2023
NewSquare Capital LLC	16	$1	12/31/2023
SCHA	16	$1	12/31/2023
Macroview Investment Management LLC	15	$1	12/31/2023
SCHA	15	$1	12/31/2023
Founders Financial Alliance LLC	14	$1	12/31/2023
SCHA	14	$1	12/31/2023
Mendota Financial Group LLC	12	$1	12/31/2023
SCHA	12	$1	12/31/2023
Valued Wealth Advisors LLC	20	$1	12/31/2023
SCHA	20	$1	12/31/2023
Abich Financial Wealth Management LLC	25	$1	12/31/2023
SCHA	25	$1	12/31/2023
Roble Belko & Company Inc	6	$0	03/31/2024
SCHA	6	$0	03/31/2024
Global Trust Asset Management LLC	8	$0	03/31/2024
SCHA	8	$0	03/31/2024
Nomura Asset Management Co. Ltd.	0	$0	12/31/2023
SCHA	0	$0	12/31/2023
BlackRock Inc.	9	$0	12/31/2023
SCHA	9	$0	12/31/2023
Transamerica Financial Advisors Inc.	1	$0	12/31/2023
SCHA	1	$0	12/31/2023
Family Management Corp	0	$0	12/31/2023
SCHA	0	$0	12/31/2023
Belvedere Trading LLC		$0	12/31/2023
Put	4,000	$189	12/31/2023
Call	4,000	$189	12/31/2023
Crewe Advisors LLC	2	$0	12/31/2023
SCHA	2	$0	12/31/2023
Your Advocates Ltd. LLP	1	$0	12/31/2023
SCHA	1	$0	12/31/2023
Mine & Arao Wealth Creation & Management LLC.	5	$0	12/31/2023
SCHA	5	$0	12/31/2023
Frazier Financial Advisors LLC	1	$0	12/31/2023
SCHA	1	$0	12/31/2023
Foster Dykema Cabot & Partners LLC	6	$0	12/31/2023
SCHA	6	$0	12/31/2023
Curated Wealth Partners LLC	7,000	$-344,680	03/31/2024
Put	7,000	$344,680	03/31/2024