HoldingsChannel.com
Funds Holding TM

On this page, we present all of the funds holding TM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding TM, with a link to that fund's top holdings. The next columns indicate the amount of TM stock held by each of the funds holding TM, followed by the TM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 535 funds holding TM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Fisher Asset Management LLC. For more details on the positions held by Fisher Asset Management LLC (or by any of the other funds holding TM), click the fund name in the "Holder" column of the funds-holding-TM table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Fisher Asset Management LLC6,210,385$1,138,861 12/31/2023
     TM6,210,385$1,138,861 12/31/2023
Morgan Stanley1,676,307$307,402 12/31/2023
     TM1,676,307$307,402 12/31/2023
Goldman Sachs Group Inc.981,028$179,901 12/31/2023
     TM981,028$179,901 12/31/2023
CIBC Private Wealth Group LLC934,796$171,423 12/31/2023
     TM934,796$171,423 12/31/2023
BlackRock Inc.751,272$137,768 12/31/2023
     TM751,272$137,768 12/31/2023
Bank of America Corp DE667,049$122,323 12/31/2023
     TM667,049$122,323 12/31/2023
FMR LLC610,534$111,960 12/31/2023
     TM610,534$111,960 12/31/2023
Oasis Management Co Ltd. $111,495 12/31/2023
     Call608,000$111,495 12/31/2023
Northern Trust Corp586,826$107,612 12/31/2023
     TM586,826$107,612 12/31/2023
Ameriprise Financial Inc.373,690$68,420 12/31/2023
     TM373,690$68,420 12/31/2023
First Trust Advisors LP369,849$67,823 12/31/2023
     TM369,849$67,823 12/31/2023
Wilkinson Global Asset Management LLC358,525$65,746 12/31/2023
     TM358,525$65,746 12/31/2023
SRB Corp333,199$61,102 12/31/2023
     TM333,199$61,102 12/31/2023
Clark Capital Management Group Inc.330,407$60,590 12/31/2023
     TM330,407$60,590 12/31/2023
Natixis Advisors L.P.283,620$52,010 12/31/2023
     TM283,620$52,010 12/31/2023
Stifel Financial Corp276,806$50,769 12/31/2023
     TM276,806$50,769 12/31/2023
Jane Street Group LLC $45,140 12/31/2023
     TM240,655$44,131 12/31/2023
     Call45,500$8,344 12/31/2023
     Put40,000$7,335 12/31/2023
Dimensional Fund Advisors LP245,733$45,063 12/31/2023
     TM245,733$45,063 12/31/2023
Captrust Financial Advisors209,298$38,381 12/31/2023
     TM209,298$38,381 12/31/2023
Envestnet Asset Management Inc.185,022$33,929 12/31/2023
     TM185,022$33,929 12/31/2023
Citadel Advisors LLC $32,386 12/31/2023
     Call200,300$36,731 12/31/2023
     Put139,800$25,637 12/31/2023
     TM116,106$21,292 12/31/2023
American Century Companies Inc.170,079$31,189 12/31/2023
     TM170,079$31,189 12/31/2023
Wells Fargo & Company MN165,836$30,411 12/31/2023
     TM165,836$30,411 12/31/2023
Cullen Capital Management LLC120,195$22,041 12/31/2023
     TM120,195$22,041 12/31/2023
Martin Investment Management LLC116,710$21,402 12/31/2023
     TM116,710$21,402 12/31/2023
Royal Bank of Canada97,498$17,879 12/31/2023
     TM97,498$17,879 12/31/2023
JPMorgan Chase & Co.70,753$12,975 12/31/2023
     TM70,753$12,975 12/31/2023
New Age Alpha Advisors LLC70,400$12,910 12/31/2023
     TM70,400$12,910 12/31/2023
QRG Capital Management Inc.69,242$12,698 12/31/2023
     TM69,242$12,698 12/31/2023
Creative Planning67,069$12,299 12/31/2023
     TM67,069$12,299 12/31/2023
Simplex Trading LLC $11,605 12/31/2023
     Call125,000$22,922 12/31/2023
     Put91,100$16,705 12/31/2023
     TM29,382$5,388 12/31/2023
Advisor Group Holdings Inc.60,299$11,063 12/31/2023
     TM60,299$11,063 12/31/2023
Foster & Motley Inc.43,575$10,967 03/31/2024
     TM43,575$10,967 03/31/2024
Raymond James & Associates56,917$10,438 12/31/2023
     TM56,917$10,438 12/31/2023
Crossmark Global Holdings Inc.56,618$10,382 12/31/2023
     TM56,618$10,382 12/31/2023
LSV Asset Management56,460$10,354 12/31/2023
     TM56,460$10,354 12/31/2023
Twin Tree Management LP $10,141 12/31/2023
     Call126,200$23,143 12/31/2023
     Put70,900$13,002 12/31/2023
Price T Rowe Associates Inc. MD54,646$10,021 12/31/2023
     TM54,646$10,021 12/31/2023
Renaissance Technologies LLC54,400$9,976 12/31/2023
     TM54,400$9,976 12/31/2023
CWM LLC39,006$9,817 03/31/2024
     TM39,006$9,817 03/31/2024
LPL Financial LLC53,048$9,728 12/31/2023
     TM53,048$9,728 12/31/2023
1832 Asset Management L.P.48,700$8,931 12/31/2023
     TM48,700$8,931 12/31/2023
Heritage Investors Management Corp47,800$8,766 12/31/2023
     TM47,800$8,766 12/31/2023
US Bancorp DE45,158$8,281 12/31/2023
     TM45,158$8,281 12/31/2023
HighTower Advisors LLC43,893$8,048 12/31/2023
     TM43,893$8,048 12/31/2023
Mariner LLC43,443$7,967 12/31/2023
     TM43,443$7,967 12/31/2023
Bank of New York Mellon Corp43,374$7,954 12/31/2023
     TM43,374$7,954 12/31/2023
Bank of Montreal Can41,489$7,622 12/31/2023
     TM41,489$7,622 12/31/2023
O Shaughnessy Asset Management LLC39,734$7,286 12/31/2023
     TM39,734$7,286 12/31/2023
Mercer Global Advisors Inc. ADV39,504$7,244 12/31/2023
     TM39,504$7,244 12/31/2023
GTS Securities LLC $7,164 12/31/2023
     Call39,900$7,317 12/31/2023
     Put7,600$1,394 12/31/2023
     TM6,768$1,241 12/31/2023
Naviter Wealth LLC25,792$6,491 03/31/2024
     TM25,792$6,491 03/31/2024
JBF Capital Inc.33,825$6,203 12/31/2023
     TM33,825$6,203 12/31/2023
Altrius Capital Management Inc33,518$6,147 12/31/2023
     TM33,518$6,147 12/31/2023
State Street Corp33,452$6,134 12/31/2023
     TM33,452$6,134 12/31/2023
Charles Schwab Investment Management Inc.32,740$6,004 12/31/2023
     TM32,740$6,004 12/31/2023
Private Advisory Group LLC32,415$5,944 12/31/2023
     TM32,415$5,944 12/31/2023
Quantinno Capital Management LP32,318$5,927 12/31/2023
     TM32,318$5,927 12/31/2023
Qube Research & Technologies Ltd31,858$5,842 12/31/2023
     TM31,858$5,842 12/31/2023
Wetherby Asset Management Inc.31,138$5,710 12/31/2023
     TM31,138$5,710 12/31/2023
American Assets Investment Management LLC30,000$5,501 12/31/2023
     TM30,000$5,501 12/31/2023
Ethic Inc.29,544$5,418 12/31/2023
     TM29,544$5,418 12/31/2023
New York State Common Retirement Fund29,270$5,368 12/31/2023
     TM29,270$5,368 12/31/2023
Yousif Capital Management LLC28,795$5,280 12/31/2023
     TM28,795$5,280 12/31/2023
Cardinal Capital Management20,761$5,225 03/31/2024
     TM20,761$5,225 03/31/2024
Oppenheimer Asset Management Inc.28,294$5,189 12/31/2023
     TM28,294$5,189 12/31/2023
Nuveen Asset Management LLC28,136$5,160 12/31/2023
     TM28,136$5,160 12/31/2023
Cerity Partners LLC27,700$5,080 12/31/2023
     TM27,700$5,080 12/31/2023
Commonwealth Equity Services LLC27,460$5,036 12/31/2023
     TM27,460$5,036 12/31/2023
Group One Trading L.P. $4,860 12/31/2023
     Call53,200$9,756 12/31/2023
     Put26,700$4,896 12/31/2023
The PNC Financial Services Group Inc.26,367$4,835 12/31/2023
     TM26,367$4,835 12/31/2023
Tocqueville Asset Management L.P.26,200$4,805 12/31/2023
     TM26,200$4,805 12/31/2023
Veriti Management LLC19,043$4,793 03/31/2024
     TM19,043$4,793 03/31/2024
Cary Street Partners Investment Advisory LLC25,395$4,657 12/31/2023
     TM25,395$4,657 12/31/2023
CI Private Wealth LLC25,304$4,640 12/31/2023
     TM25,304$4,640 12/31/2023
Trexquant Investment LP25,089$4,601 12/31/2023
     TM25,089$4,601 12/31/2023
IFG Advisory LLC24,445$4,483 12/31/2023
     TM24,445$4,483 12/31/2023
Cary Street Partners Asset Management LLC23,554$4,319 12/31/2023
     TM23,554$4,319 12/31/2023
Pittenger & Anderson Inc.23,210$4,256 12/31/2023
     TM23,210$4,256 12/31/2023
JustInvest LLC23,198$4,254 12/31/2023
     TM23,198$4,254 12/31/2023
Marketfield Asset Management LLC23,174$4,250 12/31/2023
     TM23,174$4,250 12/31/2023
BNP Paribas Arbitrage SA21,862$4,009 12/31/2023
     TM21,862$4,009 12/31/2023
Calamos Advisors LLC $3,919 12/31/2023
     Call21,800$3,919 12/31/2023
Raymond James Financial Services Advisors Inc.21,218$3,891 12/31/2023
     TM21,218$3,891 12/31/2023
Sei Investments Co.21,214$3,890 12/31/2023
     TM21,214$3,890 12/31/2023
Citigroup Inc.21,212$3,890 12/31/2023
     TM21,212$3,890 12/31/2023
HITE Hedge Asset Management LLC20,231$3,710 12/31/2023
     TM20,231$3,710 12/31/2023
apricus wealth LLC20,145$3,694 12/31/2023
     TM20,145$3,694 12/31/2023
Park Avenue Securities LLC14,662$3,690 03/31/2024
     TM14,662$3,690 03/31/2024
D. E. Shaw & Co. Inc.19,844$3,639 12/31/2023
     TM19,844$3,639 12/31/2023
Moran Wealth Management LLC19,508$3,577 12/31/2023
     TM19,508$3,577 12/31/2023
Signaturefd LLC18,823$3,452 12/31/2023
     TM18,823$3,452 12/31/2023
Stamos Capital Partners L.P.18,790$3,446 12/31/2023
     TM18,790$3,446 12/31/2023
Forum Financial Management LP17,708$3,247 12/31/2023
     TM17,708$3,247 12/31/2023
Ellsworth Advisors LLC13,310$3,234 03/31/2024
     TM13,310$3,234 03/31/2024
Pathstone Holdings LLC17,429$3,215 12/31/2023
     TM17,429$3,215 12/31/2023
Cresset Asset Management LLC17,298$3,172 12/31/2023
     TM17,298$3,172 12/31/2023
Susquehanna International Group LLP $2,994 12/31/2023
     Call310,500$56,939 12/31/2023
     Put297,800$54,611 12/31/2023
     TM3,633$666 12/31/2023
Capital Insight Partners LLC11,873$2,988 03/31/2024
     TM11,873$2,988 03/31/2024
Legacy Wealth Asset Management LLC11,470$2,887 03/31/2024
     TM11,470$2,887 03/31/2024
Integrated Wealth Concepts LLC15,692$2,878 12/31/2023
     TM15,692$2,878 12/31/2023
Rhumbline Advisers15,571$2,855 12/31/2023
     TM15,571$2,855 12/31/2023
Cambridge Investment Research Advisors Inc.15,443$2,832 12/31/2023
     TM15,443$2,832 12/31/2023
Robinson Value Management Ltd.10,903$2,744 03/31/2024
     TM10,903$2,744 03/31/2024
Vident Advisory LLC13,927$2,554 12/31/2023
     TM13,927$2,554 12/31/2023
Orion Portfolio Solutions LLC13,363$2,511 12/31/2023
     TM13,363$2,511 12/31/2023
National Bank of Canada FI13,701$2,490 12/31/2023
     TM13,701$2,490 12/31/2023
McMahon Financial Advisors LLC13,131$2,408 12/31/2023
     TM13,131$2,408 12/31/2023
M&T Bank Corp12,965$2,377 12/31/2023
     TM12,965$2,377 12/31/2023
Steward Partners Investment Advisory LLC12,849$2,356 12/31/2023
     TM12,849$2,356 12/31/2023
Mitsubishi UFJ Kokusai Asset Management Co. Ltd.12,724$2,310 12/31/2023
     TM12,724$2,310 12/31/2023
Ritholtz Wealth Management12,384$2,271 12/31/2023
     TM12,384$2,271 12/31/2023
LMR Partners LLP12,367$2,268 12/31/2023
     TM12,367$2,268 12/31/2023
Summit Global Investments12,217$2,240 12/31/2023
     TM12,217$2,240 12/31/2023
Cetera Advisor Networks LLC12,140$2,226 12/31/2023
     TM12,140$2,226 12/31/2023
Greenleaf Trust11,769$2,158 12/31/2023
     TM11,769$2,158 12/31/2023
Gold Investment Management Ltd.11,733$2,152 12/31/2023
     TM11,733$2,152 12/31/2023
Quantbot Technologies LP11,664$2,139 12/31/2023
     TM11,664$2,139 12/31/2023
Buckingham Strategic Wealth LLC11,333$2,078 12/31/2023
     TM11,333$2,078 12/31/2023
MML Investors Services LLC11,307$2,074 12/31/2023
     TM11,307$2,074 12/31/2023
Pacer Advisors Inc.11,300$2,072 12/31/2023
     TM11,300$2,072 12/31/2023
Scotia Capital Inc.10,963$2,010 12/31/2023
     TM10,963$2,010 12/31/2023
Ballentine Partners LLC7,827$1,970 03/31/2024
     TM7,827$1,970 03/31/2024
Checchi Capital Advisers LLC10,648$1,952 12/31/2023
     TM10,648$1,952 12/31/2023
Balentine LLC10,527$1,930 12/31/2023
     TM10,527$1,930 12/31/2023
Fox Hill Wealth Management7,465$1,879 03/31/2024
     TM7,465$1,879 03/31/2024
Rockefeller Capital Management L.P.10,139$1,859 12/31/2023
     TM10,139$1,859 12/31/2023
Truist Financial Corp10,056$1,844 12/31/2023
     TM10,056$1,844 12/31/2023
CIBC World Markets Inc.10,038$1,841 12/31/2023
     TM10,038$1,841 12/31/2023
Quadrant Capital Group LLC9,447$1,732 12/31/2023
     TM9,447$1,732 12/31/2023
Lester Murray Antman dba SimplyRich9,336$1,712 12/31/2023
     TM9,336$1,712 12/31/2023
Capital Wealth Planning LLC9,291$1,704 12/31/2023
     TM9,291$1,704 12/31/2023
Penserra Capital Management LLC9,291$1,703 12/31/2023
     TM9,291$1,703 12/31/2023
Northwestern Mutual Wealth Management Co.9,251$1,696 12/31/2023
     TM9,251$1,696 12/31/2023
Victory Capital Management Inc.9,021$1,654 12/31/2023
     TM9,021$1,654 12/31/2023
Etesian Wealth Advisors Inc.5,941$1,495 03/31/2024
     TM5,941$1,495 03/31/2024
HighPoint Advisor Group LLC5,832$1,472 12/31/2023
     TM5,832$1,472 12/31/2023
Wambolt & Associates LLC7,903$1,449 12/31/2023
     TM7,903$1,449 12/31/2023
Janney Montgomery Scott LLC7,812$1,432 12/31/2023
     TM7,812$1,432 12/31/2023
United Capital Financial Advisers LLC7,783$1,427 12/31/2023
     TM7,783$1,427 12/31/2023
Sequoia Financial Advisors LLC $1,408 12/31/2023
     TM7,578$1,390 12/31/2023
     Call100$18 12/31/2023
GFS Advisors LLC7,675$1,407 12/31/2023
     TM7,675$1,407 12/31/2023
Massachusetts Financial Services Co. MA7,632$1,400 12/31/2023
     TM7,632$1,400 12/31/2023
Salem Investment Counselors Inc.5,541$1,395 03/31/2024
     TM5,541$1,395 03/31/2024
Kestra Advisory Services LLC7,596$1,393 12/31/2023
     TM7,596$1,393 12/31/2023
Vise Technologies Inc.7,461$1,368 12/31/2023
     TM7,461$1,368 12/31/2023
Alaethes Wealth LLC7,386$1,354 12/31/2023
     TM7,386$1,354 12/31/2023
Prudential Financial Inc.7,228$1,326 12/31/2023
     TM7,228$1,326 12/31/2023
Dynamic Technology Lab Private Ltd6,881$1,262 12/31/2023
     TM6,881$1,262 12/31/2023
Evergreen Capital Management LLC6,804$1,248 12/31/2023
     TM6,804$1,248 12/31/2023
Henry James International Management Inc.6,776$1,243 12/31/2023
     TM6,776$1,243 12/31/2023
Community Bank & Trust Waco Texas4,692$1,181 03/31/2024
     TM4,692$1,181 03/31/2024
BayBridge Capital Group LLC6,012$1,177 12/31/2023
     TM6,012$1,177 12/31/2023
Franklin Resources Inc.6,388$1,171 12/31/2023
     TM6,388$1,171 12/31/2023
Dorsey & Whitney Trust CO LLC6,319$1,159 12/31/2023
     TM6,319$1,159 12/31/2023
FORA Capital LLC6,289$1,153 12/31/2023
     TM6,289$1,153 12/31/2023
Ativo Capital Management LLC6,210$1,139 12/31/2023
     TM6,210$1,139 12/31/2023
River Wealth Advisors LLC6,049$1,109 12/31/2023
     TM6,049$1,109 12/31/2023
Graham Capital Management L.P.5,993$1,099 12/31/2023
     TM5,993$1,099 12/31/2023
Level Four Advisory Services LLC5,983$1,097 12/31/2023
     TM5,983$1,097 12/31/2023
Apexium Financial LP4,322$1,088 03/31/2024
     TM4,322$1,088 03/31/2024
Wealth Enhancement Advisory Services LLC4,267$1,074 03/31/2024
     TM4,267$1,074 03/31/2024
Five Oceans Advisors4,263$1,073 03/31/2024
     TM4,263$1,073 03/31/2024
Cetera Investment Advisers5,802$1,064 12/31/2023
     TM5,802$1,064 12/31/2023
Clarius Group LLC4,154$1,045 03/31/2024
     TM4,154$1,045 03/31/2024
Gabelli Funds LLC5,660$1,038 12/31/2023
     TM5,660$1,038 12/31/2023
Glenmede Trust Co. NA5,656$1,037 12/31/2023
     TM5,656$1,037 12/31/2023
D.A. Davidson & CO.5,620$1,031 12/31/2023
     TM5,620$1,031 12/31/2023
Montecito Bank & Trust4,019$1,012 03/31/2024
     TM4,019$1,012 03/31/2024
Shelton Capital Management5,459$1,001 12/31/2023
     TM5,459$1,001 12/31/2023
Principal Securities Inc.5,432$996 12/31/2023
     TM5,432$996 12/31/2023
Valeo Financial Advisors LLC3,922$987 03/31/2024
     TM3,922$987 03/31/2024
Diligent Investors LLC5,284$969 12/31/2023
     TM5,284$969 12/31/2023
Atomi Financial Group Inc.5,256$964 12/31/2023
     TM5,256$964 12/31/2023
Atlas Capital Advisors LLC3,771$949 03/31/2024
     TM3,771$949 03/31/2024
DGS Capital Management LLC3,766$948 03/31/2024
     TM3,766$948 03/31/2024
Mitchell & Pahl Private Wealth LLC5,151$945 12/31/2023
     TM5,151$945 12/31/2023
Hudson Portfolio Management LLC4,940$906 12/31/2023
     TM4,940$906 12/31/2023
Inspire Trust Co. N.A.4,903$899 12/31/2023
     TM4,903$899 12/31/2023
Neuberger Berman Group LLC4,891$897 12/31/2023
     TM4,891$897 12/31/2023
MeadowBrook Investment Advisors LLC4,845$888 12/31/2023
     TM4,845$888 12/31/2023
HHM Wealth Advisors LLC4,670$856 12/31/2023
     TM4,670$856 12/31/2023
1858 Wealth Management LLC3,392$854 03/31/2024
     TM3,392$854 03/31/2024
Ieq Capital LLC4,640$851 12/31/2023
     TM4,640$851 12/31/2023
Walleye Trading LLC $847 12/31/2023
     Put31,400$5,758 12/31/2023
     TM26,818$4,918 12/31/2023
     Call9,200$1,687 12/31/2023
CKW Financial Group4,515$828 12/31/2023
     TM4,515$828 12/31/2023
Bailard Inc.4,502$826 12/31/2023
     TM4,502$826 12/31/2023
Legacy Financial Advisors Inc.4,444$815 12/31/2023
     TM4,444$815 12/31/2023
Private Advisor Group LLC4,428$812 12/31/2023
     TM4,428$812 12/31/2023
Strategic Planning Group LLC3,217$810 03/31/2024
     TM3,217$810 03/31/2024
Dynamic Advisor Solutions LLC3,063$771 03/31/2024
     TM3,063$771 03/31/2024
Advisory Services Network LLC4,135$758 12/31/2023
     TM4,135$758 12/31/2023
Tower Research Capital LLC TRC 4,102$752 12/31/2023
     TM4,102$752 12/31/2023
AE Wealth Management LLC3,626$718 12/31/2023
     TM3,626$718 12/31/2023
Capital Advisors Wealth Management LLC2,844$716 03/31/2024
     TM2,844$716 03/31/2024
Schroder Investment Management Group3,857$707 12/31/2023
     TM3,857$707 12/31/2023
Prospera Financial Services Inc3,851$706 12/31/2023
     TM3,851$706 12/31/2023
Intrust Bank NA3,840$704 12/31/2023
     TM3,840$704 12/31/2023
Schechter Investment Advisors LLC3,782$693 12/31/2023
     TM3,782$693 12/31/2023
Veracity Capital LLC2,748$692 03/31/2024
     TM2,748$692 03/31/2024
Axxcess Wealth Management LLC3,768$691 12/31/2023
     TM3,768$691 12/31/2023
Beacon Pointe Advisors LLC3,746$687 12/31/2023
     TM3,746$687 12/31/2023
Sage Rhino Capital LLC3,717$682 12/31/2023
     TM3,717$682 12/31/2023
First Affirmative Financial Network2,685$676 03/31/2024
     TM2,685$676 03/31/2024
Abundance Wealth Counselors2,649$667 03/31/2024
     TM2,649$667 03/31/2024
Boston Private Wealth LLC3,620$664 12/31/2023
     TM3,620$664 12/31/2023
Physicians Financial Services Inc.3,532$648 12/31/2023
     TM3,532$648 12/31/2023
CAPROCK Group Inc.3,503$642 12/31/2023
     TM3,503$642 12/31/2023
Apollon Wealth Management LLC3,501$642 12/31/2023
     TM3,501$642 12/31/2023
Huntington National Bank3,429$629 12/31/2023
     TM3,429$629 12/31/2023
National Asset Management Inc.3,407$625 12/31/2023
     TM3,407$625 12/31/2023
Parallel Advisors LLC3,387$621 12/31/2023
     TM3,387$621 12/31/2023
GWM Advisors LLC3,267$620 12/31/2023
     TM3,267$620 12/31/2023
Lodestone Wealth Management LLC3,278$601 12/31/2023
     TM3,278$601 12/31/2023
Allspring Global Investments Holdings LLC2,330$586 03/31/2024
     TM2,330$586 03/31/2024
Wintrust Investments LLC3,146$577 12/31/2023
     TM3,146$577 12/31/2023
Sivia Capital Partners LLC2,282$574 03/31/2024
     TM2,282$574 03/31/2024
Stratos Wealth Partners LTD.2,262$570 03/31/2024
     TM2,262$570 03/31/2024
Allworth Financial LP3,081$565 12/31/2023
     TM3,081$565 12/31/2023
Capstone Investment Advisors LLC3,073$564 12/31/2023
     TM3,073$564 12/31/2023
Lake Street Advisors Group LLC3,068$563 12/31/2023
     TM3,068$563 12/31/2023
Sonoma Private Wealth LLC3,051$559 12/31/2023
     TM3,051$559 12/31/2023
Aaron Wealth Advisors3,020$554 12/31/2023
     TM3,020$554 12/31/2023
Envestnet Portfolio Solutions Inc.3,012$552 12/31/2023
     TM3,012$552 12/31/2023
Barclays PLC2,995$550 12/31/2023
     TM2,995$550 12/31/2023
Commerce Bank2,974$545 12/31/2023
     TM2,974$545 12/31/2023
MAI Capital Management2,877$528 12/31/2023
     TM2,877$528 12/31/2023
Janus Henderson Group PLC2,841$521 12/31/2023
     TM2,841$521 12/31/2023
PDS Planning Inc2,767$507 12/31/2023
     TM2,767$507 12/31/2023
Prime Capital Investment Advisors LLC2,762$507 12/31/2023
     TM2,762$507 12/31/2023
Bayesian Capital Management LP2,698$495 12/31/2023
     TM2,698$495 12/31/2023
Traveka Wealth LLC1,936$487 03/31/2024
     TM1,936$487 03/31/2024
SG Americas Securities LLC2,657$487 12/31/2023
     TM2,657$487 12/31/2023
Americana Partners LLC2,576$472 12/31/2023
     TM2,576$472 12/31/2023
Johnson Investment Counsel Inc.2,534$465 12/31/2023
     TM2,534$465 12/31/2023
Lee Danner & Bass Inc.2,517$462 12/31/2023
     TM2,517$462 12/31/2023
Gradient Investments LLC2,513$461 12/31/2023
     TM2,513$461 12/31/2023
Advisors Preferred LLC2,541$461 12/31/2023
     TM2,541$461 12/31/2023
Berger Financial Group Inc1,826$460 03/31/2024
     TM1,826$460 03/31/2024
180 Wealth Advisors LLC1,823$459 03/31/2024
     TM1,823$459 03/31/2024
Bradley Foster & Sargent Inc. CT2,503$459 12/31/2023
     TM2,503$459 12/31/2023
UBS Asset Management Americas Inc.2,500$458 12/31/2023
     TM2,500$458 12/31/2023
Optas LLC1,803$454 03/31/2024
     TM1,803$454 03/31/2024
Wedmont Private Capital1,838$454 03/31/2024
     TM1,838$454 03/31/2024
Meridian Investment Counsel Inc.2,460$451 12/31/2023
     TM2,460$451 12/31/2023
Eagle Asset Management Inc.2,449$449 12/31/2023
     TM2,449$449 12/31/2023
Cubist Systematic Strategies LLC2,435$447 12/31/2023
     TM2,435$447 12/31/2023
Trust Point Inc.1,764$444 03/31/2024
     TM1,764$444 03/31/2024
Callan Capital LLC2,386$438 12/31/2023
     TM2,386$438 12/31/2023
West Family Investments Inc.2,384$437 12/31/2023
     TM2,384$437 12/31/2023
Campion Asset Management LLC2,365$434 12/31/2023
     TM2,365$434 12/31/2023
Kestra Private Wealth Services LLC2,331$427 12/31/2023
     TM2,331$427 12/31/2023
Stratos Wealth Advisors LLC1,691$426 03/31/2024
     TM1,691$426 03/31/2024
Keybank National Association OH2,291$420 12/31/2023
     TM2,291$420 12/31/2023
Independent Advisor Alliance2,277$418 12/31/2023
     TM2,277$418 12/31/2023
Beverly Hills Private Wealth LLC2,257$414 12/31/2023
     TM2,257$414 12/31/2023
Westover Capital Advisors LLC2,245$412 12/31/2023
     TM2,245$412 12/31/2023
Cetera Trust Company N.A2,245$412 12/31/2023
     TM2,245$412 12/31/2023
Keel Point LLC1,617$407 03/31/2024
     TM1,617$407 03/31/2024
Peapack Gladstone Financial Corp2,214$406 12/31/2023
     TM2,214$406 12/31/2023
Stephens Inc. AR2,160$396 12/31/2023
     TM2,160$396 12/31/2023
Lindbrook Capital LLC2,160$396 12/31/2023
     TM2,160$396 12/31/2023
Balyasny Asset Management LLC2,120$389 12/31/2023
     TM2,120$389 12/31/2023
Successful Portfolios LLC1,520$383 03/31/2024
     TM1,520$383 03/31/2024
Kingsview Wealth Management LLC2,082$382 12/31/2023
     TM2,082$382 12/31/2023
Fort Sheridan Advisors LLC2,077$381 12/31/2023
     TM2,077$381 12/31/2023
Hexagon Capital Partners LLC1,495$376 03/31/2024
     TM1,495$376 03/31/2024
Argonautica Private Wealth Management Inc.2,049$376 12/31/2023
     TM2,049$376 12/31/2023
Sawtooth Solutions LLC2,038$374 12/31/2023
     TM2,038$374 12/31/2023
Mission Wealth Management LP2,039$374 12/31/2023
     TM2,039$374 12/31/2023
Bleakley Financial Group LLC2,038$374 12/31/2023
     TM2,038$374 12/31/2023
Clear Harbor Asset Management LLC2,036$373 12/31/2023
     TM2,036$373 12/31/2023
GAMMA Investing LLC1,472$370 03/31/2024
     TM1,472$370 03/31/2024
Leavell Investment Management Inc.2,000$367 12/31/2023
     TM2,000$367 12/31/2023
Voya Investment Management LLC2,000$367 12/31/2023
     TM2,000$367 12/31/2023
McLean Asset Management Corp1,475$364 03/31/2024
     TM1,475$364 03/31/2024
Kickstand Ventures LLC.1,985$364 12/31/2023
     TM1,985$364 12/31/2023
Kerntke Otto McGlone Wealth Management Group1,977$363 12/31/2023
     TM1,977$363 12/31/2023
Equitable Holdings Inc.1,976$362 12/31/2023
     TM1,976$362 12/31/2023
Avantax Advisory Services Inc.1,967$361 12/31/2023
     TM1,967$361 12/31/2023
Brighton Jones LLC1,968$361 12/31/2023
     TM1,968$361 12/31/2023
Drive Wealth Management LLC1,953$358 12/31/2023
     TM1,953$358 12/31/2023
Raymond James Trust N.A.1,939$356 12/31/2023
     TM1,939$356 12/31/2023
FDx Advisors Inc.1,934$355 12/31/2023
     TM1,934$355 12/31/2023
Gallacher Capital Management LLC1,928$353 12/31/2023
     TM1,928$353 12/31/2023
Parsons Capital Management Inc. RI1,905$349 12/31/2023
     TM1,905$349 12/31/2023
PFG Advisors1,888$346 12/31/2023
     TM1,888$346 12/31/2023
Keeler Thomas Management LLC1,874$344 12/31/2023
     TM1,874$344 12/31/2023
Harbour Capital Advisors LLC1,428$343 03/31/2024
     TM1,428$343 03/31/2024
Cetera Advisors LLC1,872$343 12/31/2023
     TM1,872$343 12/31/2023
Pinnacle Wealth Planning Services Inc.1,804$331 12/31/2023
     TM1,804$331 12/31/2023
Silvia Mccoll Wealth Management LLC1,335$327 03/31/2024
     TM1,335$327 03/31/2024
American Trust Investment Advisors LLC1,780$326 12/31/2023
     TM1,780$326 12/31/2023
EP Wealth Advisors LLC1,759$322 12/31/2023
     TM1,759$322 12/31/2023
Bowen Hanes & Co. Inc.1,715$314 12/31/2023
     TM1,715$314 12/31/2023
Guggenheim Capital LLC1,712$314 12/31/2023
     TM1,712$314 12/31/2023
Sunpointe LLC1,244$313 03/31/2024
     TM1,244$313 03/31/2024
First Horizon Advisors Inc.1,700$312 12/31/2023
     TM1,700$312 12/31/2023
Baird Financial Group Inc.1,699$312 12/31/2023
     TM1,699$312 12/31/2023
Xponance Inc.1,698$311 12/31/2023
     TM1,698$311 12/31/2023
Rosenberg Matthew Hamilton1,684$309 12/31/2023
     TM1,684$309 12/31/2023
AXA S.A.1,672$307 12/31/2023
     TM1,672$307 12/31/2023
Aprio Wealth Management LLC1,201$302 03/31/2024
     TM1,201$302 03/31/2024
Dakota Wealth Management1,641$301 12/31/2023
     TM1,641$301 12/31/2023
Tectonic Advisors LLC1,631$299 12/31/2023
     TM1,631$299 12/31/2023
Global Retirement Partners LLC1,524$298 12/31/2023
     TM1,524$298 12/31/2023
Csenge Advisory Group1,613$296 12/31/2023
     TM1,613$296 12/31/2023
CENTRAL TRUST Co1,602$294 12/31/2023
     TM1,602$294 12/31/2023
Regions Financial Corp1,596$293 12/31/2023
     TM1,596$293 12/31/2023
Lincoln National Corp1,590$292 12/31/2023
     TM1,590$292 12/31/2023
TD Asset Management Inc.1,593$292 12/31/2023
     TM1,593$292 12/31/2023
Vista Investment Management1,584$290 12/31/2023
     TM1,584$290 12/31/2023
Nicholas Hoffman & Company LLC.1,557$286 12/31/2023
     TM1,557$286 12/31/2023
Invesco Ltd.1,532$281 12/31/2023
     TM1,532$281 12/31/2023
Sapient Capital LLC1,516$278 12/31/2023
     TM1,516$278 12/31/2023
Bard Financial Services Inc.1,500$275 12/31/2023
     TM1,500$275 12/31/2023
Auxier Asset Management1,474$270 12/31/2023
     TM1,474$270 12/31/2023
Cahill Financial Advisors Inc.1,472$270 12/31/2023
     TM1,472$270 12/31/2023
Aberdeen Wealth Management LLC1,472$270 12/31/2023
     TM1,472$270 12/31/2023
Bartlett & Co. LLC1,465$265 12/31/2023
     TM1,465$265 12/31/2023
Sanibel Captiva Trust Company Inc.1,445$265 12/31/2023
     TM1,445$265 12/31/2023
Psagot Value Holdings Ltd. Israel 1,464$265 12/31/2023
     TM1,464$265 12/31/2023
Bartlett & CO. Wealth Management LLC1,465$265 12/31/2023
     TM1,465$265 12/31/2023
Lido Advisors LLC1,434$263 12/31/2023
     TM1,434$263 12/31/2023
Atria Wealth Solutions Inc.1,435$263 12/31/2023
     TM1,435$263 12/31/2023
We Are One Seven LLC1,427$262 12/31/2023
     TM1,427$262 12/31/2023
Savant Capital LLC1,418$260 12/31/2023
     TM1,418$260 12/31/2023
Hourglass Capital LLC1,400$257 12/31/2023
     TM1,400$257 12/31/2023
SevenBridge Financial Group LLC1,403$257 12/31/2023
     TM1,403$257 12/31/2023
Ronald Blue Trust Inc.1,412$254 12/31/2023
     TM1,412$254 12/31/2023
Altus Wealth Management LLC1,000$252 03/31/2024
     TM1,000$252 03/31/2024
Core Wealth Partners LLC1,000$252 03/31/2024
     TM1,000$252 03/31/2024
Coldstream Capital Management Inc.1,349$247 12/31/2023
     TM1,349$247 12/31/2023
JJJ Advisors Inc.978$246 03/31/2024
     TM978$246 03/31/2024
Credit Suisse AG1,329$244 12/31/2023
     TM1,329$244 12/31/2023
American Money Management LLC1,327$243 12/31/2023
     TM1,327$243 12/31/2023
Pinnacle Associates Ltd.1,320$242 12/31/2023
     TM1,320$242 12/31/2023
KCM Investment Advisors LLC1,316$241 12/31/2023
     TM1,316$241 12/31/2023
Laraway Financial Inc1,300$238 12/31/2023
     TM1,300$238 12/31/2023
Pure Financial Advisors Inc.933$235 03/31/2024
     TM933$235 03/31/2024
Seven Mile Advisory1,275$234 12/31/2023
     TM1,275$234 12/31/2023
Contravisory Investment Management Inc.927$233 03/31/2024
     TM927$233 03/31/2024
Flagship Harbor Advisors LLC922$232 03/31/2024
     TM922$232 03/31/2024
NBT Bank N A NY1,265$232 12/31/2023
     TM1,265$232 12/31/2023
Guardian Capital LP1,257$231 12/31/2023
     TM1,257$231 12/31/2023
Capital Investment Counsel Inc1,238$227 12/31/2023
     TM1,238$227 12/31/2023
Fiduciary Trust Co.1,234$226 12/31/2023
     TM1,234$226 12/31/2023
Wiley BROS. Aintree Capital LLC891$224 03/31/2024
     TM891$224 03/31/2024
International Assets Investment Management LLC914$221 03/31/2024
     TM914$221 03/31/2024
Prudent Man Advisors LLC1,195$219 12/31/2023
     TM1,195$219 12/31/2023
PFG Investments LLC1,166$214 12/31/2023
     TM1,166$214 12/31/2023
Snowden Capital Advisors LLC1,161$213 12/31/2023
     TM1,161$213 12/31/2023
HB Wealth Management LLC1,156$212 12/31/2023
     TM1,156$212 12/31/2023
Wedbush Securities Inc.1,149$211 12/31/2023
     TM1,149$211 12/31/2023
VanderPol Investments L.L.C.829$209 03/31/2024
     TM829$209 03/31/2024
Chevy Chase Trust Holdings Inc.1,140$209 12/31/2023
     TM1,140$209 12/31/2023
Advisors Asset Management Inc.1,136$208 12/31/2023
     TM1,136$208 12/31/2023
Legacy Advisors LLC1,118$205 12/31/2023
     TM1,118$205 12/31/2023
Simon Quick Advisors LLC809$204 03/31/2024
     TM809$204 03/31/2024
Summit Trail Advisors LLC1,114$204 12/31/2023
     TM1,114$204 12/31/2023
Enterprise Financial Services Corp1,109$203 12/31/2023
     TM1,109$203 12/31/2023
Perigon Wealth Management LLC1,107$203 12/31/2023
     TM1,107$203 12/31/2023
Townsquare Capital LLC1,107$203 12/31/2023
     TM1,107$203 12/31/2023
SOL Capital Management CO1,100$202 12/31/2023
     TM1,100$202 12/31/2023
First National Bank & Trust Co. of Newtown1,100$202 12/31/2023
     TM1,100$202 12/31/2023
Penobscot Investment Management Company Inc.1,102$202 12/31/2023
     TM1,102$202 12/31/2023
First National Bank800$201 03/31/2024
     TM800$201 03/31/2024
BOKF NA1,096$201 12/31/2023
     TM1,096$201 12/31/2023
Pflug Koory LLC700$176 03/31/2024
     TM700$176 03/31/2024
Russell Investments Group Ltd.934$171 12/31/2023
     TM934$171 12/31/2023
Farther Finance Advisors LLC919$169 12/31/2023
     TM919$169 12/31/2023
UMB Bank N A MO887$163 12/31/2023
     TM887$163 12/31/2023
Spire Wealth Management739$148 12/31/2023
     TM739$148 12/31/2023
Deutsche Bank AG800$147 12/31/2023
     TM800$147 12/31/2023
Planned Solutions Inc.780$143 12/31/2023
     TM780$143 12/31/2023
Carolinas Wealth Consulting LLC777$142 12/31/2023
     TM777$142 12/31/2023
Addison Advisors LLC761$140 12/31/2023
     TM761$140 12/31/2023
Glassman Wealth Services740$136 12/31/2023
     TM740$136 12/31/2023
Baldwin Brothers Inc. MA500$126 03/31/2024
     TM500$126 03/31/2024
Harbour Investments Inc.687$126 12/31/2023
     TM687$126 12/31/2023
Paradigm Asset Management Co. LLC655$120 12/31/2023
     TM655$120 12/31/2023
EntryPoint Capital LLC652$120 12/31/2023
     TM652$120 12/31/2023
Cullen Frost Bankers Inc.647$119 12/31/2023
     TM647$119 12/31/2023
Bruce G. Allen Investments LLC460$116 03/31/2024
     TM460$116 03/31/2024
EverSource Wealth Advisors LLC634$116 12/31/2023
     TM634$116 12/31/2023
First Manhattan Co.617$113 12/31/2023
     TM617$113 12/31/2023
Community Bank N.A.600$110 12/31/2023
     TM600$110 12/31/2023
Tennessee Valley Asset Management Partners600$110 12/31/2023
     TM600$110 12/31/2023
North Star Investment Management Corp.539$99 12/31/2023
     TM539$99 12/31/2023
Zions Bancorporation N.A.539$99 12/31/2023
     TM539$99 12/31/2023
Assetmark Inc.534$98 12/31/2023
     TM534$98 12/31/2023
Toronto Dominion Bank507$93 12/31/2023
     TM507$93 12/31/2023
Geneos Wealth Management Inc.500$92 12/31/2023
     TM500$92 12/31/2023
Smartleaf Asset Management LLC508$92 12/31/2023
     TM508$92 12/31/2023
CoreFirst Bank & Trust498$91 12/31/2023
     TM498$91 12/31/2023
Capital Analysts LLC466$85 12/31/2023
     TM466$85 12/31/2023
Whittier Trust Co.446$82 12/31/2023
     TM446$82 12/31/2023
SOA Wealth Advisors LLC.312$79 03/31/2024
     TM312$79 03/31/2024
TD Waterhouse Canada Inc.399$76 12/31/2023
     TM399$76 12/31/2023
Independence Bank of Kentucky275$69 03/31/2024
     TM275$69 03/31/2024
Your Advocates Ltd. LLP375$69 12/31/2023
     TM375$69 12/31/2023
Financial Management Professionals Inc.272$68 03/31/2024
     TM272$68 03/31/2024
Financial Perspectives Inc267$67 03/31/2024
     TM267$67 03/31/2024
Private Trust Co. NA361$66 12/31/2023
     TM361$66 12/31/2023
Rise Advisors LLC260$65 03/31/2024
     TM260$65 03/31/2024
Byrne Asset Management LLC360$65 12/31/2023
     TM360$65 12/31/2023
Optimum Investment Advisors250$63 03/31/2024
     TM250$63 03/31/2024
JFS Wealth Advisors LLC336$62 12/31/2023
     TM336$62 12/31/2023
Bogart Wealth LLC336$62 12/31/2023
     TM336$62 12/31/2023
SYSTM Wealth Solutions LLC332$61 12/31/2023
     TM332$61 12/31/2023
Montag A & Associates Inc.325$60 12/31/2023
     TM325$60 12/31/2023
Concord Wealth Partners329$60 12/31/2023
     TM329$60 12/31/2023
Pacifica Partners Inc.230$58 03/31/2024
     TM230$58 03/31/2024
Lee Financial Co300$55 12/31/2023
     TM300$55 12/31/2023
Venturi Wealth Management LLC300$55 12/31/2023
     TM300$55 12/31/2023
O Dell Group LLC300$55 12/31/2023
     TM300$55 12/31/2023
ICA Group Wealth Management LLC299$55 12/31/2023
     TM299$55 12/31/2023
Bangor Savings Bank209$53 03/31/2024
     TM209$53 03/31/2024
Fifth Third Bancorp291$53 12/31/2023
     TM291$53 12/31/2023
Carmichael Hill & Associates Inc.280$51 12/31/2023
     TM280$51 12/31/2023
Hazlett Burt & Watson Inc.275$50 12/31/2023
     TM275$50 12/31/2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA240$48 12/31/2023
     TM240$48 12/31/2023
Kayne Anderson Rudnick Investment Management LLC263$48 12/31/2023
     TM263$48 12/31/2023
Oakworth Capital Inc.250$46 12/31/2023
     TM250$46 12/31/2023
Compagnie Lombard Odier SCmA250$46 12/31/2023
     TM250$46 12/31/2023
Opal Wealth Advisors LLC178$45 03/31/2024
     TM178$45 03/31/2024
Clearstead Advisors LLC230$42 12/31/2023
     TM230$42 12/31/2023
Estabrook Capital Management220$40 12/31/2023
     TM220$40 12/31/2023
RFP Financial Group LLC214$39 12/31/2023
     TM214$39 12/31/2023
Richardson Financial Services Inc.202$37 12/31/2023
     TM202$37 12/31/2023
Criterion Capital Advisors LLC140$35 03/31/2024
     TM140$35 03/31/2024
Bank of New Hampshire135$34 03/31/2024
     TM135$34 03/31/2024
Northwest Financial Advisors186$34 12/31/2023
     TM186$34 12/31/2023
Harel Insurance Investments & Financial Services Ltd.178$33 12/31/2023
     TM178$33 12/31/2023
Caldwell Sutter Capital Inc.127$32 03/31/2024
     TM127$32 03/31/2024
Tsfg LLC126$32 03/31/2024
     TM126$32 03/31/2024
Boyd Watterson Asset Management LLC OH174$32 12/31/2023
     TM174$32 12/31/2023
Adirondack Trust Co.125$31 03/31/2024
     TM125$31 03/31/2024
South State CORP.165$30 12/31/2023
     TM165$30 12/31/2023
Benjamin F. Edwards & Company Inc.162$30 12/31/2023
     TM162$30 12/31/2023
Key Financial Inc162$30 12/31/2023
     TM162$30 12/31/2023
IFP Advisors Inc157$29 12/31/2023
     TM157$29 12/31/2023
Silicon Valley Capital Partners141$26 12/31/2023
     TM141$26 12/31/2023
Asset Dedication LLC100$25 03/31/2024
     TM100$25 03/31/2024
City State Bank100$25 03/31/2024
     TM100$25 03/31/2024
Brown Brothers Harriman & Co.137$25 12/31/2023
     TM137$25 12/31/2023
Bessemer Group Inc.132$25 12/31/2023
     TM132$25 12/31/2023
Householder Group Estate & Retirement Specialist LLC141$25 12/31/2023
     TM141$25 12/31/2023
Providence Capital Advisors LLC129$24 12/31/2023
     TM129$24 12/31/2023
CVA Family Office LLC91$23 03/31/2024
     TM91$23 03/31/2024
AdvisorNet Financial Inc85$21 03/31/2024
     TM85$21 03/31/2024
Harbor Investment Advisory LLC81$20 03/31/2024
     TM81$20 03/31/2024
Mather Group LLC.79$20 03/31/2024
     TM79$20 03/31/2024
Coppell Advisory Solutions LLC107$20 12/31/2023
     TM107$20 12/31/2023
Bell Investment Advisors Inc111$20 12/31/2023
     TM111$20 12/31/2023
Turtle Creek Wealth Advisors LLC111$20 12/31/2023
     TM111$20 12/31/2023
Tradewinds Capital Management LLC75$19 03/31/2024
     TM75$19 03/31/2024
Proequities Inc. $19 12/31/2023
     TM101$19 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
GW&K Investment Management LLC103$19 12/31/2023
     TM103$19 12/31/2023
Ancora Advisors LLC100$18 12/31/2023
     TM100$18 12/31/2023
Clarity Asset Management Inc.99$18 12/31/2023
     TM99$18 12/31/2023
Mine & Arao Wealth Creation & Management LLC.100$18 12/31/2023
     TM100$18 12/31/2023
Tacita Capital Inc100$18 12/31/2023
     TM100$18 12/31/2023
Bradley & Co. Private Wealth Management LLC100$18 12/31/2023
     TM100$18 12/31/2023
Accent Capital Management LLC100$18 12/31/2023
     TM100$18 12/31/2023
Farmers & Merchants Trust Co of Chambersburg PA94$17 12/31/2023
     TM94$17 12/31/2023
PSI Advisors LLC90$17 12/31/2023
     TM90$17 12/31/2023
McIlrath & Eck LLC87$16 12/31/2023
     TM87$16 12/31/2023
Wiser Advisor Group LLC85$16 12/31/2023
     TM85$16 12/31/2023
Baystate Wealth Management LLC82$15 12/31/2023
     TM82$15 12/31/2023
Cassady Schiller Wealth Management LLC81$15 12/31/2023
     TM81$15 12/31/2023
Cape Investment Advisory Inc.82$15 12/31/2023
     TM82$15 12/31/2023
Sound Income Strategies LLC56$14 03/31/2024
     TM56$14 03/31/2024
Parkside Financial Bank & Trust78$14 12/31/2023
     TM78$14 12/31/2023
Westside Investment Management Inc.50$13 03/31/2024
     TM50$13 03/31/2024
Retirement Group LLC70$13 12/31/2023
     TM70$13 12/31/2023
Arlington Trust Co LLC48$12 03/31/2024
     TM48$12 03/31/2024
Jones Financial Companies Lllp63$12 12/31/2023
     TM63$12 12/31/2023
Prestige Wealth Management Group LLC61$11 12/31/2023
     TM61$11 12/31/2023
Aspect Partners LLC58$11 12/31/2023
     TM58$11 12/31/2023
AllSquare Wealth Management LLC53$10 12/31/2023
     TM53$10 12/31/2023
NBC Securities Inc.36$9 03/31/2024
     TM36$9 03/31/2024
Davis Capital Management39$9 03/31/2024
     TM39$9 03/31/2024
Federated Hermes Inc.47$9 12/31/2023
     TM47$9 12/31/2023
Field & Main Bank50$9 12/31/2023
     TM50$9 12/31/2023
Laurel Wealth Advisors LLC51$9 12/31/2023
     TM51$9 12/31/2023
FSA Wealth Management LLC50$9 12/31/2023
     TM50$9 12/31/2023
Oliver Lagore Vanvalin Investment Group49$9 12/31/2023
     TM49$9 12/31/2023
Missouri Trust & Investment Co50$9 12/31/2023
     TM50$9 12/31/2023
Mark Sheptoff Financial Planning LLC36$7 12/31/2023
     TM36$7 12/31/2023
Creative Capital Management Investments LLC39$7 12/31/2023
     TM39$7 12/31/2023
Atwood & Palmer Inc.25$6 03/31/2024
     TM25$6 03/31/2024
Annapolis Financial Services LLC24$6 03/31/2024
     TM24$6 03/31/2024
Fortitude Family Office LLC24$6 03/31/2024
     TM24$6 03/31/2024
Voisard Asset Management Group Inc.25$6 03/31/2024
     TM25$6 03/31/2024
Rockbridge Investment Management LCC31$6 12/31/2023
     TM31$6 12/31/2023
Stone House Investment Management LLC28$5 12/31/2023
     TM28$5 12/31/2023
GPS Wealth Strategies Group LLC25$5 12/31/2023
     TM25$5 12/31/2023
Frazier Financial Advisors LLC26$5 12/31/2023
     TM26$5 12/31/2023
Creekmur Asset Management LLC27$5 12/31/2023
     TM27$5 12/31/2023
Valley National Advisers Inc.17$4 03/31/2024
     TM17$4 03/31/2024
MCF Advisors LLC17$4 03/31/2024
     TM17$4 03/31/2024
Tradition Wealth Management LLC21$4 12/31/2023
     TM21$4 12/31/2023
WealthCollab LLC23$4 12/31/2023
     TM23$4 12/31/2023
Cedar Mountain Advisors LLC10$3 03/31/2024
     TM10$3 03/31/2024
ClariVest Asset Management LLC14$3 12/31/2023
     TM14$3 12/31/2023
Impact Partnership Wealth LLC18$3 12/31/2023
     TM18$3 12/31/2023
Wetzel Investment Advisors Inc.14$3 12/31/2023
     TM14$3 12/31/2023
Motco10$2 12/31/2023
     TM10$2 12/31/2023
SRS Capital Advisors Inc.11$2 12/31/2023
     TM11$2 12/31/2023
FinTrust Capital Advisors LLC13$2 12/31/2023
     TM13$2 12/31/2023
Avion Wealth10$2 12/31/2023
     TM10$2 12/31/2023
DecisionPoint Financial LLC13$2 12/31/2023
     TM13$2 12/31/2023
Sunbelt Securities Inc.2$1 03/31/2024
     TM2$1 03/31/2024
Global Trust Asset Management LLC4$1 03/31/2024
     TM4$1 03/31/2024
SJS Investment Consulting Inc.3$1 03/31/2024
     TM3$1 03/31/2024
GHP Investment Advisors Inc.8$1 12/31/2023
     TM8$1 12/31/2023
Johnson Financial Group Inc.7$1 12/31/2023
     TM7$1 12/31/2023
Larson Financial Group LLC5$1 12/31/2023
     TM5$1 12/31/2023
TFC Financial Management4$1 12/31/2023
     TM4$1 12/31/2023
McClarren Financial Advisors Inc.3$1 12/31/2023
     TM3$1 12/31/2023
Smithfield Trust Co.1$0 12/31/2023
     TM1$0 12/31/2023
Kessler Investment Group LLC2$0 12/31/2023
     TM2$0 12/31/2023
Financial Gravity Asset Management Inc.0$0 12/31/2023
     TM0$0 12/31/2023
Cornerstone Planning Group LLC2$0 12/31/2023
     TM2$0 12/31/2023
Activest Wealth Management2$0 12/31/2023
     TM2$0 12/31/2023
Mendota Financial Group LLC1$0 12/31/2023
     TM1$0 12/31/2023
Annis Gardner Whiting Capital Advisors LLC1$0 12/31/2023
     TM1$0 12/31/2023
Two Sigma Securities LLC $-18 12/31/2023
     Put2,100$385 12/31/2023
     Call2,000$367 12/31/2023
Walleye Capital LLC $-211 12/31/2023
     Put7,200$1,320 12/31/2023
     TM5,748$1,054 12/31/2023
     Call300$55 12/31/2023
Caas Capital Management LP $-220 12/31/2023
     Put1,200$220 12/31/2023
Freestone Capital Holdings LLC $-543 12/31/2023
     Put3,000$550 12/31/2023
     TM39$7 12/31/2023
PEAK6 Investments LLC $-723 12/31/2023
     Put17,400$3,191 12/31/2023
     Call8,500$1,559 12/31/2023
     TM4,959$909 12/31/2023
Millennium Management LLC $-883 12/31/2023
     Put17,100$3,136 12/31/2023
     Call10,000$1,834 12/31/2023
     TM2,285$419 12/31/2023
Wolverine Trading LLC $-2,861 12/31/2023
     Put48,700$8,931 12/31/2023
     Call33,100$6,070 12/31/2023
UBS Group AG51,065$-5,600 12/31/2023
     Put81,600$14,964 12/31/2023
     TM51,065$9,364 12/31/2023

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

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