On this page, we present all of the funds holding United Rentals from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding United Rentals, with a link to that fund's top holdings. The next columns indicate the amount of United Rentals stock held by each of the funds holding United Rentals, followed by the United Rentals position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 1122 funds holding United Rentals within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Vanguard Group Inc.. For more details on the positions held by Vanguard Group Inc. (or by any of the other funds holding United Rentals), click the fund name in the "Holder" column of the funds-holding-United Rentals table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Vanguard Group Inc. | 7,570,603 | $4,341,135 | 12/31/2023 |
URI | 7,570,603 | $4,341,135 | 12/31/2023 |
Capital Research Global Investors | 6,399,808 | $3,669,806 | 12/31/2023 |
URI | 6,399,808 | $3,669,806 | 12/31/2023 |
BlackRock Inc. | 5,193,291 | $2,977,937 | 12/31/2023 |
URI | 5,193,291 | $2,977,937 | 12/31/2023 |
State Street Corp | 3,180,100 | $1,823,533 | 12/31/2023 |
URI | 3,180,100 | $1,823,533 | 12/31/2023 |
FMR LLC | 2,252,121 | $1,291,411 | 12/31/2023 |
URI | 2,252,121 | $1,291,411 | 12/31/2023 |
Bank of America Corp DE | $1,090,481 | 12/31/2023 | |
URI | 1,927,014 | $1,104,988 | 12/31/2023 |
Put | 37,800 | $21,675 | 12/31/2023 |
Call | 12,500 | $7,168 | 12/31/2023 |
Norges Bank | 1,704,584 | $977,443 | 12/31/2023 |
URI | 1,704,584 | $977,443 | 12/31/2023 |
Capital World Investors | 1,586,463 | $909,710 | 12/31/2023 |
URI | 1,586,463 | $909,710 | 12/31/2023 |
Morgan Stanley | 1,500,811 | $860,596 | 12/31/2023 |
URI | 1,500,811 | $860,596 | 12/31/2023 |
Geode Capital Management LLC | 1,496,247 | $855,702 | 12/31/2023 |
URI | 1,496,247 | $855,702 | 12/31/2023 |
Putnam Investments LLC | 1,379,417 | $790,985 | 12/31/2023 |
URI | 1,379,417 | $790,985 | 12/31/2023 |
Dimensional Fund Advisors LP | 1,246,092 | $714,578 | 12/31/2023 |
URI | 1,246,092 | $714,578 | 12/31/2023 |
T. Rowe Price Investment Management Inc. | 1,084,210 | $621,708 | 12/31/2023 |
URI | 1,084,210 | $621,708 | 12/31/2023 |
Invesco Ltd. | 1,034,139 | $592,996 | 12/31/2023 |
URI | 1,034,139 | $592,996 | 12/31/2023 |
Boston Partners | 894,590 | $512,766 | 12/31/2023 |
URI | 894,590 | $512,766 | 12/31/2023 |
Nuveen Asset Management LLC | 842,838 | $483,300 | 12/31/2023 |
URI | 842,838 | $483,300 | 12/31/2023 |
Nordea Investment Management AB | 606,698 | $437,478 | 03/31/2024 |
URI | 606,698 | $437,478 | 03/31/2024 |
Impax Asset Management Group plc | 603,614 | $434,684 | 03/31/2024 |
URI | 603,614 | $434,684 | 03/31/2024 |
Lyrical Asset Management LP | 748,458 | $429,181 | 12/31/2023 |
URI | 748,458 | $429,181 | 12/31/2023 |
The Manufacturers Life Insurance Company | 650,387 | $372,945 | 12/31/2023 |
URI | 650,387 | $372,945 | 12/31/2023 |
Northern Trust Corp | 646,876 | $370,932 | 12/31/2023 |
URI | 646,876 | $370,932 | 12/31/2023 |
Bank of New York Mellon Corp | 446,219 | $321,773 | 03/31/2024 |
URI | 446,219 | $321,773 | 03/31/2024 |
Legal & General Group Plc | 543,491 | $311,649 | 12/31/2023 |
URI | 543,491 | $311,649 | 12/31/2023 |
Thrivent Financial for Lutherans | 526,796 | $302,075 | 12/31/2023 |
URI | 526,796 | $302,075 | 12/31/2023 |
Goldman Sachs Group Inc. | $296,844 | 12/31/2023 | |
URI | 587,772 | $337,041 | 12/31/2023 |
Put | 70,100 | $40,197 | 12/31/2023 |
JPMorgan Chase & Co. | $286,026 | 12/31/2023 | |
URI | 498,807 | $286,026 | 12/31/2023 |
Put | 10,700 | $6,136 | 12/31/2023 |
Call | 10,700 | $6,136 | 12/31/2023 |
UBS Asset Management Americas Inc. | 485,978 | $278,670 | 12/31/2023 |
URI | 485,978 | $278,670 | 12/31/2023 |
AustralianSuper Pty Ltd | 361,115 | $256,446 | 03/31/2024 |
URI | 361,115 | $256,446 | 03/31/2024 |
Brown Advisory Inc. | 334,759 | $241,398 | 03/31/2024 |
URI | 334,759 | $241,398 | 03/31/2024 |
Charles Schwab Investment Management Inc. | 418,051 | $239,719 | 12/31/2023 |
URI | 418,051 | $239,719 | 12/31/2023 |
Mirae Asset Global Investments Co. Ltd. | 328,498 | $236,883 | 03/31/2024 |
URI | 328,498 | $236,883 | 03/31/2024 |
Findlay Park Partners LLP | 324,536 | $234,026 | 03/31/2024 |
URI | 324,536 | $234,026 | 03/31/2024 |
UBS Group AG | $229,687 | 12/31/2023 | |
URI | 382,157 | $219,136 | 12/31/2023 |
Call | 37,500 | $21,503 | 12/31/2023 |
Put | 19,100 | $10,952 | 12/31/2023 |
Hsbc Holdings PLC | $208,580 | 12/31/2023 | |
URI | 365,220 | $209,441 | 12/31/2023 |
Put | 3,700 | $2,124 | 12/31/2023 |
Call | 2,200 | $1,263 | 12/31/2023 |
AMF Pensionsforsakring AB | 257,246 | $185,539 | 03/31/2024 |
URI | 257,246 | $185,539 | 03/31/2024 |
Arrowstreet Capital Limited Partnership | 319,877 | $183,424 | 12/31/2023 |
URI | 319,877 | $183,424 | 12/31/2023 |
Amundi | 317,269 | $173,870 | 12/31/2023 |
URI | 317,269 | $173,870 | 12/31/2023 |
Royal Bank of Canada | 290,159 | $166,382 | 12/31/2023 |
URI | 290,159 | $166,382 | 12/31/2023 |
Barclays PLC | $157,196 | 12/31/2023 | |
URI | 257,241 | $147,504 | 12/31/2023 |
Call | 48,400 | $27,754 | 12/31/2023 |
Put | 31,500 | $18,062 | 12/31/2023 |
Bessemer Group Inc. | 258,250 | $148,088 | 12/31/2023 |
URI | 258,250 | $148,088 | 12/31/2023 |
AKO Capital LLP | 253,099 | $145,132 | 12/31/2023 |
URI | 253,099 | $145,132 | 12/31/2023 |
Neuberger Berman Group LLC | 249,896 | $143,354 | 12/31/2023 |
URI | 249,896 | $143,354 | 12/31/2023 |
Sumitomo Mitsui Trust Holdings Inc. | 197,013 | $142,068 | 03/31/2024 |
URI | 197,013 | $142,068 | 03/31/2024 |
Macquarie Group Ltd. | 245,938 | $141,026 | 12/31/2023 |
URI | 245,938 | $141,026 | 12/31/2023 |
Eagle Asset Management Inc. | 237,445 | $136,156 | 12/31/2023 |
URI | 237,445 | $136,156 | 12/31/2023 |
Wells Fargo & Company MN | 236,210 | $135,447 | 12/31/2023 |
URI | 236,210 | $135,447 | 12/31/2023 |
Zurcher Kantonalbank Zurich Cantonalbank | 185,122 | $133,493 | 03/31/2024 |
URI | 185,122 | $133,493 | 03/31/2024 |
Lord Abbett & CO. LLC | 214,396 | $122,939 | 12/31/2023 |
URI | 214,396 | $122,939 | 12/31/2023 |
Deutsche Bank AG | 214,344 | $122,909 | 12/31/2023 |
URI | 214,344 | $122,909 | 12/31/2023 |
Swiss National Bank | 213,500 | $122,425 | 12/31/2023 |
URI | 213,500 | $122,425 | 12/31/2023 |
Waverton Investment Management Ltd | 212,493 | $121,884 | 12/31/2023 |
URI | 212,493 | $121,884 | 12/31/2023 |
Argent Capital Management LLC | 167,441 | $120,744 | 03/31/2024 |
URI | 167,441 | $120,744 | 03/31/2024 |
Price T Rowe Associates Inc. MD | 173,272 | $99,359 | 12/31/2023 |
URI | 173,272 | $99,359 | 12/31/2023 |
APG Asset Management N.V. | 170,479 | $97,756 | 12/31/2023 |
URI | 170,479 | $97,756 | 12/31/2023 |
Teachers Retirement System of The State of Kentucky | 157,658 | $90,404 | 12/31/2023 |
URI | 157,658 | $90,404 | 12/31/2023 |
California Public Employees Retirement System | 123,212 | $88,849 | 03/31/2024 |
URI | 123,212 | $88,849 | 03/31/2024 |
Credit Suisse AG | 154,397 | $88,534 | 12/31/2023 |
URI | 154,397 | $88,534 | 12/31/2023 |
Todd Asset Management LLC | 153,718 | $88,145 | 12/31/2023 |
URI | 153,718 | $88,145 | 12/31/2023 |
Holocene Advisors LP | 151,248 | $86,729 | 12/31/2023 |
URI | 151,248 | $86,729 | 12/31/2023 |
Bank of Montreal Can | 147,950 | $85,880 | 12/31/2023 |
URI | 147,950 | $85,880 | 12/31/2023 |
Quilter Plc | 143,470 | $83,256 | 12/31/2023 |
URI | 143,470 | $83,256 | 12/31/2023 |
Allianz Asset Management GmbH | $82,042 | 12/31/2023 | |
URI | 142,875 | $81,927 | 12/31/2023 |
Call | 200 | $115 | 12/31/2023 |
Raymond James & Associates | 112,232 | $80,932 | 03/31/2024 |
URI | 112,232 | $80,932 | 03/31/2024 |
Rhumbline Advisers | 138,624 | $79,490 | 12/31/2023 |
URI | 138,624 | $79,490 | 12/31/2023 |
Alliancebernstein L.P. | 136,379 | $78,202 | 12/31/2023 |
URI | 136,379 | $78,202 | 12/31/2023 |
Atalanta Sosnoff Capital LLC | 129,560 | $74,292 | 12/31/2023 |
URI | 129,560 | $74,292 | 12/31/2023 |
BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 123,959 | $71,081 | 12/31/2023 |
URI | 123,959 | $71,081 | 12/31/2023 |
Theleme Partners LLP | 116,700 | $66,918 | 12/31/2023 |
URI | 116,700 | $66,918 | 12/31/2023 |
Victory Capital Management Inc. | 91,799 | $66,197 | 03/31/2024 |
URI | 91,799 | $66,197 | 03/31/2024 |
California State Teachers Retirement System | 110,947 | $63,619 | 12/31/2023 |
URI | 110,947 | $63,619 | 12/31/2023 |
National Pension Service | 109,675 | $62,890 | 12/31/2023 |
URI | 109,675 | $62,890 | 12/31/2023 |
Mariner LLC | 107,873 | $61,856 | 12/31/2023 |
URI | 107,873 | $61,856 | 12/31/2023 |
Citigroup Inc. | $61,046 | 12/31/2023 | |
URI | 92,959 | $53,305 | 12/31/2023 |
Call | 18,500 | $10,608 | 12/31/2023 |
Put | 5,000 | $2,867 | 12/31/2023 |
TD Asset Management Inc. | 103,950 | $59,607 | 12/31/2023 |
URI | 103,950 | $59,607 | 12/31/2023 |
Ameriprise Financial Inc. | 101,170 | $58,008 | 12/31/2023 |
URI | 101,170 | $58,008 | 12/31/2023 |
Stockbridge Partners LLC | 100,580 | $57,675 | 12/31/2023 |
URI | 100,580 | $57,675 | 12/31/2023 |
LPL Financial LLC | 99,773 | $57,212 | 12/31/2023 |
URI | 99,773 | $57,212 | 12/31/2023 |
Principal Financial Group Inc. | 79,080 | $57,025 | 03/31/2024 |
URI | 79,080 | $57,025 | 03/31/2024 |
Stifel Financial Corp | 97,867 | $56,126 | 12/31/2023 |
URI | 97,867 | $56,126 | 12/31/2023 |
BNP Paribas Arbitrage SA | $54,821 | 03/31/2024 | |
URI | 83,522 | $60,229 | 03/31/2024 |
Put | 75 | $5,408 | 03/31/2024 |
Tredje AP fonden | 94,559 | $54,222 | 12/31/2023 |
URI | 94,559 | $54,222 | 12/31/2023 |
New York State Teachers Retirement System | 73,257 | $52,826 | 03/31/2024 |
URI | 73,257 | $52,826 | 03/31/2024 |
Mackenzie Financial Corp | 88,259 | $50,609 | 12/31/2023 |
URI | 88,259 | $50,609 | 12/31/2023 |
Marshall Wace LLP | 88,053 | $50,491 | 12/31/2023 |
URI | 88,053 | $50,491 | 12/31/2023 |
Natixis Advisors L.P. | 67,946 | $48,997 | 03/31/2024 |
URI | 67,946 | $48,997 | 03/31/2024 |
Franklin Resources Inc. | 83,344 | $47,791 | 12/31/2023 |
URI | 83,344 | $47,791 | 12/31/2023 |
First Trust Advisors LP | 79,966 | $45,854 | 12/31/2023 |
URI | 79,966 | $45,854 | 12/31/2023 |
Envestnet Asset Management Inc. | 78,581 | $45,060 | 12/31/2023 |
URI | 78,581 | $45,060 | 12/31/2023 |
Edgemoor Investment Advisors Inc. | 77,764 | $44,592 | 12/31/2023 |
URI | 77,764 | $44,592 | 12/31/2023 |
KAMES CAPITAL plc | 60,449 | $43,543 | 03/31/2024 |
URI | 60,449 | $43,543 | 03/31/2024 |
Capital Fund Management S.A. | $43,465 | 12/31/2023 | |
Call | 177,600 | $101,839 | 12/31/2023 |
Put | 101,800 | $58,374 | 12/31/2023 |
Prudential Financial Inc. | 77,359 | $43,157 | 12/31/2023 |
URI | 77,359 | $43,157 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 58,654 | $42,296 | 03/31/2024 |
URI | 58,654 | $42,296 | 03/31/2024 |
Aviva PLC | 73,525 | $42,161 | 12/31/2023 |
URI | 73,525 | $42,161 | 12/31/2023 |
Intech Investment Management LLC | 72,938 | $41,824 | 12/31/2023 |
URI | 72,938 | $41,824 | 12/31/2023 |
State Board of Administration of Florida Retirement System | 72,783 | $41,735 | 12/31/2023 |
URI | 72,783 | $41,735 | 12/31/2023 |
Atwood & Palmer Inc. | 56,910 | $41,038 | 03/31/2024 |
URI | 56,910 | $41,038 | 03/31/2024 |
HighTower Advisors LLC | $40,930 | 12/31/2023 | |
URI | 71,265 | $40,932 | 12/31/2023 |
Put | 1,200 | $2 | 12/31/2023 |
Cerity Partners LLC | 69,235 | $39,700 | 12/31/2023 |
URI | 69,235 | $39,700 | 12/31/2023 |
Mitsubishi UFJ Trust & Banking Corp | 68,045 | $39,030 | 12/31/2023 |
URI | 68,045 | $39,030 | 12/31/2023 |
The PNC Financial Services Group Inc. | 68,018 | $39,003 | 12/31/2023 |
URI | 68,018 | $39,003 | 12/31/2023 |
Great West Life Assurance Co. Can | 67,672 | $38,644 | 12/31/2023 |
URI | 67,672 | $38,644 | 12/31/2023 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 66,861 | $38,339 | 12/31/2023 |
URI | 66,861 | $38,339 | 12/31/2023 |
NZS Capital LLC | 66,277 | $38,005 | 12/31/2023 |
URI | 66,277 | $38,005 | 12/31/2023 |
CIBC Private Wealth Group LLC | 65,894 | $37,785 | 12/31/2023 |
URI | 65,894 | $37,785 | 12/31/2023 |
Whittier Trust Co. | 51,586 | $37,198 | 03/31/2024 |
URI | 51,586 | $37,198 | 03/31/2024 |
Mitsubishi UFJ Kokusai Asset Management Co. Ltd. | 67,483 | $36,924 | 12/31/2023 |
URI | 67,483 | $36,924 | 12/31/2023 |
Commonwealth Equity Services LLC | 51,162 | $36,894 | 03/31/2024 |
URI | 51,162 | $36,894 | 03/31/2024 |
Russell Investments Group Ltd. | 63,913 | $36,688 | 12/31/2023 |
URI | 63,913 | $36,688 | 12/31/2023 |
New York State Common Retirement Fund | 63,473 | $36,397 | 12/31/2023 |
URI | 63,473 | $36,397 | 12/31/2023 |
Schroder Investment Management Group | 61,414 | $35,216 | 12/31/2023 |
URI | 61,414 | $35,216 | 12/31/2023 |
AQR Capital Management LLC | 60,441 | $34,658 | 12/31/2023 |
URI | 60,441 | $34,658 | 12/31/2023 |
Scout Investments Inc. | 60,151 | $34,492 | 12/31/2023 |
URI | 60,151 | $34,492 | 12/31/2023 |
Strs Ohio | 59,916 | $34,357 | 12/31/2023 |
URI | 59,916 | $34,357 | 12/31/2023 |
Korea Investment CORP | 58,202 | $33,374 | 12/31/2023 |
URI | 58,202 | $33,374 | 12/31/2023 |
Jane Street Group LLC | $32,926 | 12/31/2023 | |
Call | 159,100 | $91,231 | 12/31/2023 |
Put | 140,200 | $80,393 | 12/31/2023 |
URI | 38,519 | $22,088 | 12/31/2023 |
Nomura Asset Management Co. Ltd. | 55,646 | $31,909 | 12/31/2023 |
URI | 55,646 | $31,909 | 12/31/2023 |
Twin Tree Management LP | $29,703 | 12/31/2023 | |
Call | 52,000 | $29,818 | 12/31/2023 |
Put | 200 | $115 | 12/31/2023 |
Rockefeller Capital Management L.P. | 51,017 | $29,255 | 12/31/2023 |
URI | 51,017 | $29,255 | 12/31/2023 |
Groupama Asset Managment | 50,309 | $28,857 | 12/31/2023 |
URI | 50,309 | $28,857 | 12/31/2023 |
State of New Jersey Common Pension Fund D | 39,236 | $28,293 | 03/31/2024 |
URI | 39,236 | $28,293 | 03/31/2024 |
Colony Group LLC | 49,251 | $28,242 | 12/31/2023 |
URI | 49,251 | $28,242 | 12/31/2023 |
Chevy Chase Trust Holdings Inc. | 37,205 | $26,829 | 03/31/2024 |
URI | 37,205 | $26,829 | 03/31/2024 |
Asset Management One Co. Ltd. | 36,955 | $26,649 | 03/31/2024 |
URI | 36,955 | $26,649 | 03/31/2024 |
AXA S.A. | 45,448 | $26,061 | 12/31/2023 |
URI | 45,448 | $26,061 | 12/31/2023 |
Foundry Partners LLC | 45,262 | $25,954 | 12/31/2023 |
URI | 45,262 | $25,954 | 12/31/2023 |
Baldwin Brothers Inc. MA | 35,959 | $25,930 | 03/31/2024 |
URI | 35,959 | $25,930 | 03/31/2024 |
Lombard Odier Asset Management Europe Ltd | 45,145 | $25,887 | 12/31/2023 |
URI | 45,145 | $25,887 | 12/31/2023 |
American Century Companies Inc. | 45,091 | $25,856 | 12/31/2023 |
URI | 45,091 | $25,856 | 12/31/2023 |
F&V Capital Management LLC | 35,852 | $25,853 | 03/31/2024 |
URI | 35,852 | $25,853 | 03/31/2024 |
LSV Asset Management | 44,915 | $25,755 | 12/31/2023 |
URI | 44,915 | $25,755 | 12/31/2023 |
Gabelli Funds LLC | 44,800 | $25,689 | 12/31/2023 |
URI | 44,800 | $25,689 | 12/31/2023 |
Wesleyan Assurance Society | 35,218 | $25,362 | 03/31/2024 |
URI | 35,218 | $25,362 | 03/31/2024 |
Montgomery Investment Management Inc. | 35,135 | $25,336 | 03/31/2024 |
URI | 35,135 | $25,336 | 03/31/2024 |
Ensign Peak Advisors Inc | 43,837 | $25,137 | 12/31/2023 |
URI | 43,837 | $25,137 | 12/31/2023 |
State of Wisconsin Investment Board | 42,933 | $24,619 | 12/31/2023 |
URI | 42,933 | $24,619 | 12/31/2023 |
Truist Financial Corp | 42,602 | $24,429 | 12/31/2023 |
URI | 42,602 | $24,429 | 12/31/2023 |
Fisher Asset Management LLC | 42,455 | $24,345 | 12/31/2023 |
URI | 42,455 | $24,345 | 12/31/2023 |
iA Global Asset Management Inc. | 42,141 | $24,164 | 12/31/2023 |
URI | 42,141 | $24,164 | 12/31/2023 |
Candriam Luxembourg S.C.A. | 41,311 | $23,690 | 12/31/2023 |
URI | 41,311 | $23,690 | 12/31/2023 |
Applied Finance Capital Management LLC | 41,100 | $23,568 | 12/31/2023 |
URI | 41,100 | $23,568 | 12/31/2023 |
Polar Capital Holdings Plc | 40,761 | $23,373 | 12/31/2023 |
URI | 40,761 | $23,373 | 12/31/2023 |
DNB Asset Management AS | 32,218 | $23,233 | 03/31/2024 |
URI | 32,218 | $23,233 | 03/31/2024 |
Mcrae Capital Management Inc. | 32,154 | $23,186 | 03/31/2024 |
URI | 32,154 | $23,186 | 03/31/2024 |
Royal London Asset Management Ltd. | 40,317 | $23,119 | 12/31/2023 |
URI | 40,317 | $23,119 | 12/31/2023 |
Scopus Asset Management L.P. | $22,937 | 12/31/2023 | |
Call | 40,000 | $22,937 | 12/31/2023 |
Access Investment Management LLC | 31,755 | $22,899 | 03/31/2024 |
URI | 31,755 | $22,899 | 03/31/2024 |
Logan Capital Management Inc. | 38,755 | $22,223 | 12/31/2023 |
URI | 38,755 | $22,223 | 12/31/2023 |
Cary Street Partners Investment Advisory LLC | 30,616 | $22,078 | 03/31/2024 |
URI | 30,616 | $22,078 | 03/31/2024 |
Millennium Management LLC | $22,077 | 12/31/2023 | |
Call | 90,600 | $51,952 | 12/31/2023 |
Put | 56,800 | $32,570 | 12/31/2023 |
URI | 4,700 | $2,695 | 12/31/2023 |
Crestwood Advisors Group LLC | 38,242 | $21,929 | 12/31/2023 |
URI | 38,242 | $21,929 | 12/31/2023 |
Wolverine Trading LLC | $21,665 | 12/31/2023 | |
Call | 157,400 | $90,256 | 12/31/2023 |
Put | 130,900 | $75,061 | 12/31/2023 |
URI | 11,283 | $6,470 | 12/31/2023 |
Public Employees Retirement System of Ohio | 37,666 | $21,598 | 12/31/2023 |
URI | 37,666 | $21,598 | 12/31/2023 |
Pictet Asset Management Holding SA | 37,006 | $21,220 | 12/31/2023 |
URI | 37,006 | $21,220 | 12/31/2023 |
Assenagon Asset Management S.A. | 28,869 | $20,818 | 03/31/2024 |
URI | 28,869 | $20,818 | 03/31/2024 |
Court Place Advisors LLC | 28,428 | $20,500 | 03/31/2024 |
URI | 28,428 | $20,500 | 03/31/2024 |
Advisors Capital Management LLC | 35,582 | $20,404 | 12/31/2023 |
URI | 35,582 | $20,404 | 12/31/2023 |
Bedrijfstakpensioenfonds Voor DE Media PNO | 30,500 | $20,365 | 03/31/2024 |
URI | 30,500 | $20,365 | 03/31/2024 |
State of Tennessee Treasury Department | 34,927 | $20,028 | 12/31/2023 |
URI | 34,927 | $20,028 | 12/31/2023 |
Mn Services Vermogensbeheer B.V. | 27,449 | $19,794 | 03/31/2024 |
URI | 27,449 | $19,794 | 03/31/2024 |
Brandywine Global Investment Management LLC | 34,153 | $19,584 | 12/31/2023 |
URI | 34,153 | $19,584 | 12/31/2023 |
Treasurer of the State of North Carolina | 33,997 | $19,495 | 12/31/2023 |
URI | 33,997 | $19,495 | 12/31/2023 |
DekaBank Deutsche Girozentrale | 27,044 | $19,368 | 03/31/2024 |
URI | 27,044 | $19,368 | 03/31/2024 |
Advisor Group Holdings Inc. | 33,445 | $19,180 | 12/31/2023 |
URI | 33,445 | $19,180 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 26,434 | $19,062 | 03/31/2024 |
URI | 26,434 | $19,062 | 03/31/2024 |
Captrust Financial Advisors | 33,206 | $19,041 | 12/31/2023 |
URI | 33,206 | $19,041 | 12/31/2023 |
Lee Danner & Bass Inc. | 32,891 | $18,860 | 12/31/2023 |
URI | 32,891 | $18,860 | 12/31/2023 |
Standard Life Aberdeen plc | 32,578 | $18,681 | 12/31/2023 |
URI | 32,578 | $18,681 | 12/31/2023 |
KBC Group NV | 31,327 | $17,963 | 12/31/2023 |
URI | 31,327 | $17,963 | 12/31/2023 |
North Point Portfolio Managers Corp OH | 24,894 | $17,952 | 03/31/2024 |
URI | 24,894 | $17,952 | 03/31/2024 |
Mercer Global Advisors Inc. ADV | 31,306 | $17,952 | 12/31/2023 |
URI | 31,306 | $17,952 | 12/31/2023 |
Janney Montgomery Scott LLC | 24,058 | $17,349 | 03/31/2024 |
URI | 24,058 | $17,349 | 03/31/2024 |
Picton Mahoney Asset Management | 30,177 | $17,304 | 12/31/2023 |
URI | 30,177 | $17,304 | 12/31/2023 |
Vident Advisory LLC | 28,389 | $16,279 | 12/31/2023 |
URI | 28,389 | $16,279 | 12/31/2023 |
Voya Investment Management LLC | 28,355 | $16,259 | 12/31/2023 |
URI | 28,355 | $16,259 | 12/31/2023 |
Two Sigma Advisers LP | 28,300 | $16,228 | 12/31/2023 |
URI | 28,300 | $16,228 | 12/31/2023 |
Gamco Investors INC. ET AL | 28,145 | $16,139 | 12/31/2023 |
URI | 28,145 | $16,139 | 12/31/2023 |
QRG Capital Management Inc. | 28,092 | $16,109 | 12/31/2023 |
URI | 28,092 | $16,109 | 12/31/2023 |
Gradient Investments LLC | 22,072 | $15,916 | 03/31/2024 |
URI | 22,072 | $15,916 | 03/31/2024 |
Renaissance Investment Group LLC | 21,379 | $15,417 | 03/31/2024 |
URI | 21,379 | $15,417 | 03/31/2024 |
State of Michigan Retirement System | 21,054 | $15,182 | 03/31/2024 |
URI | 21,054 | $15,182 | 03/31/2024 |
National Bank of Canada FI | 26,615 | $15,087 | 12/31/2023 |
URI | 26,615 | $15,087 | 12/31/2023 |
Venturi Wealth Management LLC | 20,888 | $15,062 | 03/31/2024 |
URI | 20,888 | $15,062 | 03/31/2024 |
Buffington Mohr McNeal | 20,543 | $14,814 | 03/31/2024 |
URI | 20,543 | $14,814 | 03/31/2024 |
Glassy Mountain Advisors Inc. | 20,259 | $14,609 | 03/31/2024 |
URI | 20,259 | $14,609 | 03/31/2024 |
YHB Investment Advisors Inc. | 20,097 | $14,492 | 03/31/2024 |
URI | 20,097 | $14,492 | 03/31/2024 |
Nisa Investment Advisors LLC | 19,877 | $14,334 | 03/31/2024 |
URI | 19,877 | $14,334 | 03/31/2024 |
Legacy Trust | 19,836 | $14,304 | 03/31/2024 |
URI | 19,836 | $14,304 | 03/31/2024 |
Whittier Trust Co. of Nevada Inc. | 19,812 | $14,286 | 03/31/2024 |
URI | 19,812 | $14,286 | 03/31/2024 |
Wedge Capital Management L L P NC | 19,501 | $14,062 | 03/31/2024 |
URI | 19,501 | $14,062 | 03/31/2024 |
PEAK6 Investments LLC | $13,820 | 12/31/2023 | |
Call | 61,000 | $34,979 | 12/31/2023 |
Put | 36,900 | $21,159 | 12/31/2023 |
Baird Financial Group Inc. | 23,511 | $13,482 | 12/31/2023 |
URI | 23,511 | $13,482 | 12/31/2023 |
US Bancorp DE | 23,152 | $13,276 | 12/31/2023 |
URI | 23,152 | $13,276 | 12/31/2023 |
Federated Hermes Inc. | 22,548 | $12,929 | 12/31/2023 |
URI | 22,548 | $12,929 | 12/31/2023 |
Cozad Asset Management Inc. | 22,470 | $12,885 | 12/31/2023 |
URI | 22,470 | $12,885 | 12/31/2023 |
Harvey Capital Management Inc. | 22,235 | $12,750 | 12/31/2023 |
URI | 22,235 | $12,750 | 12/31/2023 |
Redwood Grove Capital LLC | 22,059 | $12,649 | 12/31/2023 |
URI | 22,059 | $12,649 | 12/31/2023 |
Douglas Lane & Associates LLC | 17,160 | $12,374 | 03/31/2024 |
URI | 17,160 | $12,374 | 03/31/2024 |
Canada Pension Plan Investment Board | 21,520 | $12,340 | 12/31/2023 |
URI | 21,520 | $12,340 | 12/31/2023 |
J. L. Bainbridge & Co. Inc. | 21,460 | $12,306 | 12/31/2023 |
URI | 21,460 | $12,306 | 12/31/2023 |
Toronto Dominion Bank | 21,379 | $12,259 | 12/31/2023 |
URI | 21,379 | $12,259 | 12/31/2023 |
Columbus Hill Capital Management L.P. | 20,954 | $12,015 | 12/31/2023 |
URI | 20,954 | $12,015 | 12/31/2023 |
Comerica Bank | 20,838 | $11,949 | 12/31/2023 |
URI | 20,838 | $11,949 | 12/31/2023 |
Daiwa Securities Group Inc. | 16,344 | $11,786 | 03/31/2024 |
URI | 16,344 | $11,786 | 03/31/2024 |
Livforsakringsbolaget Skandia Omsesidigt | 16,161 | $11,638 | 03/31/2024 |
URI | 16,161 | $11,638 | 03/31/2024 |
Allspring Global Investments Holdings LLC | 16,007 | $11,543 | 03/31/2024 |
URI | 16,007 | $11,543 | 03/31/2024 |
Woodson Capital Management LP | 20,000 | $11,468 | 12/31/2023 |
URI | 20,000 | $11,468 | 12/31/2023 |
Central Bank & Trust Co. | 15,717 | $11,333 | 03/31/2024 |
URI | 15,717 | $11,333 | 03/31/2024 |
Northeast Investment Management | 15,601 | $11,250 | 03/31/2024 |
URI | 15,601 | $11,250 | 03/31/2024 |
Man Group plc | 19,612 | $11,246 | 12/31/2023 |
URI | 19,612 | $11,246 | 12/31/2023 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 19,600 | $11,239 | 12/31/2023 |
URI | 19,600 | $11,239 | 12/31/2023 |
Integrated Advisors Network LLC | 19,533 | $11,201 | 12/31/2023 |
URI | 19,533 | $11,201 | 12/31/2023 |
Markel Corp | 15,500 | $11,177 | 03/31/2024 |
URI | 15,500 | $11,177 | 03/31/2024 |
Muhlenkamp & Co. Inc. | 15,329 | $11,054 | 03/31/2024 |
URI | 15,329 | $11,054 | 03/31/2024 |
Hudson Valley Investment Advisors Inc. ADV | 15,245 | $10,993 | 03/31/2024 |
URI | 15,245 | $10,993 | 03/31/2024 |
Patton Albertson Miller Group LLC | 15,228 | $10,981 | 03/31/2024 |
URI | 15,228 | $10,981 | 03/31/2024 |
Kennedy Capital Management Inc. | 18,896 | $10,835 | 12/31/2023 |
URI | 18,896 | $10,835 | 12/31/2023 |
IFM Investors Pty Ltd | 14,929 | $10,765 | 03/31/2024 |
URI | 14,929 | $10,765 | 03/31/2024 |
Arizona State Retirement System | 18,767 | $10,761 | 12/31/2023 |
URI | 18,767 | $10,761 | 12/31/2023 |
American International Group Inc. | 18,704 | $10,725 | 12/31/2023 |
URI | 18,704 | $10,725 | 12/31/2023 |
Retirement Systems of Alabama | 14,830 | $10,694 | 03/31/2024 |
URI | 14,830 | $10,694 | 03/31/2024 |
Amalgamated Bank | 14,212 | $10,248 | 03/31/2024 |
URI | 14,212 | $10,248 | 03/31/2024 |
PCJ Investment Counsel Ltd. | 17,670 | $10,132 | 12/31/2023 |
URI | 17,670 | $10,132 | 12/31/2023 |
Burney Co. | 17,202 | $9,864 | 12/31/2023 |
URI | 17,202 | $9,864 | 12/31/2023 |
MetLife Investment Management LLC | 17,026 | $9,763 | 12/31/2023 |
URI | 17,026 | $9,763 | 12/31/2023 |
Boston Common Asset Management LLC | 13,232 | $9,542 | 03/31/2024 |
URI | 13,232 | $9,542 | 03/31/2024 |
GHP Investment Advisors Inc. | 13,112 | $9,455 | 03/31/2024 |
URI | 13,112 | $9,455 | 03/31/2024 |
O Shaughnessy Asset Management LLC | 16,320 | $9,358 | 12/31/2023 |
URI | 16,320 | $9,358 | 12/31/2023 |
Leuthold Group LLC | 16,217 | $9,299 | 12/31/2023 |
URI | 16,217 | $9,299 | 12/31/2023 |
Lombard Odier Asset Management Switzerland SA | 16,187 | $9,282 | 12/31/2023 |
URI | 16,187 | $9,282 | 12/31/2023 |
Pinebridge Investments L.P. | 16,156 | $9,264 | 12/31/2023 |
URI | 16,156 | $9,264 | 12/31/2023 |
Signet Financial Management LLC | 12,712 | $9,167 | 03/31/2024 |
URI | 12,712 | $9,167 | 03/31/2024 |
Douglass Winthrop Advisors LLC | 15,808 | $9,065 | 12/31/2023 |
URI | 15,808 | $9,065 | 12/31/2023 |
Stratos Wealth Partners LTD. | 12,558 | $9,056 | 03/31/2024 |
URI | 12,558 | $9,056 | 03/31/2024 |
James Investment Research Inc. | 12,404 | $8,945 | 03/31/2024 |
URI | 12,404 | $8,945 | 03/31/2024 |
Wellington Management Group LLP | 15,533 | $8,907 | 12/31/2023 |
URI | 15,533 | $8,907 | 12/31/2023 |
Sigma Investment Counselors Inc. | 12,330 | $8,891 | 03/31/2024 |
URI | 12,330 | $8,891 | 03/31/2024 |
D. E. Shaw & Co. Inc. | $8,874 | 12/31/2023 | |
Call | 204,200 | $117,092 | 12/31/2023 |
Put | 194,800 | $111,702 | 12/31/2023 |
URI | 6,076 | $3,484 | 12/31/2023 |
Robeco Institutional Asset Management B.V. | 12,287 | $8,860 | 03/31/2024 |
URI | 12,287 | $8,860 | 03/31/2024 |
Winmill & CO. Inc. | 15,409 | $8,836 | 12/31/2023 |
URI | 15,409 | $8,836 | 12/31/2023 |
Premier Fund Managers Ltd | 15,232 | $8,822 | 12/31/2023 |
URI | 15,232 | $8,822 | 12/31/2023 |
Simplex Trading LLC | $8,726 | 03/31/2024 | |
Call | 60,600 | $43,699 | 03/31/2024 |
Put | 48,500 | $34,973 | 03/31/2024 |
RBF Capital LLC | 15,000 | $8,601 | 12/31/2023 |
URI | 15,000 | $8,601 | 12/31/2023 |
Czech National Bank | 11,822 | $8,525 | 03/31/2024 |
URI | 11,822 | $8,525 | 03/31/2024 |
Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 14,843 | $8,511 | 12/31/2023 |
URI | 14,843 | $8,511 | 12/31/2023 |
Great Lakes Retirement Inc. | 14,749 | $8,457 | 12/31/2023 |
URI | 14,749 | $8,457 | 12/31/2023 |
Fjarde AP Fonden Fourth Swedish National Pension Fund | 11,726 | $8,456 | 03/31/2024 |
URI | 11,726 | $8,456 | 03/31/2024 |
Los Angeles Capital Management & Equity Research Inc. | 11,713 | $8,446 | 03/31/2024 |
URI | 11,713 | $8,446 | 03/31/2024 |
Skandinaviska Enskilda Banken AB publ | 14,680 | $8,418 | 12/31/2023 |
URI | 14,680 | $8,418 | 12/31/2023 |
PGGM Investments | 14,559 | $8,348 | 12/31/2023 |
URI | 14,559 | $8,348 | 12/31/2023 |
Morse Asset Management Inc | 14,269 | $8,182 | 12/31/2023 |
URI | 14,269 | $8,182 | 12/31/2023 |
Moors & Cabot Inc. | 14,227 | $8,158 | 12/31/2023 |
URI | 14,227 | $8,158 | 12/31/2023 |
Snowden Capital Advisors LLC | 14,223 | $8,156 | 12/31/2023 |
URI | 14,223 | $8,156 | 12/31/2023 |
Forsta AP Fonden | 14,200 | $8,143 | 12/31/2023 |
URI | 14,200 | $8,143 | 12/31/2023 |
Callahan Advisors LLC | 11,141 | $8,034 | 03/31/2024 |
URI | 11,141 | $8,034 | 03/31/2024 |
Yousif Capital Management LLC | 11,139 | $8,032 | 03/31/2024 |
URI | 11,139 | $8,032 | 03/31/2024 |
Texas Permanent School Fund | 13,996 | $8,026 | 12/31/2023 |
URI | 13,996 | $8,026 | 12/31/2023 |
Investment Management Corp of Ontario | 13,980 | $8,016 | 12/31/2023 |
URI | 13,980 | $8,016 | 12/31/2023 |
Charles Carroll Financial Partners LLC | 13,900 | $7,971 | 12/31/2023 |
URI | 13,900 | $7,971 | 12/31/2023 |
Dakota Wealth Management | 10,914 | $7,870 | 03/31/2024 |
URI | 10,914 | $7,870 | 03/31/2024 |
Fulton Bank N.A. | 10,753 | $7,754 | 03/31/2024 |
URI | 10,753 | $7,754 | 03/31/2024 |
Smithbridge Asset Management Inc. DE | 10,705 | $7,719 | 03/31/2024 |
URI | 10,705 | $7,719 | 03/31/2024 |
Advisors Asset Management Inc. | 13,357 | $7,659 | 12/31/2023 |
URI | 13,357 | $7,659 | 12/31/2023 |
Squarepoint Ops LLC | $7,642 | 12/31/2023 | |
Call | 24,800 | $14,221 | 12/31/2023 |
Put | 13,800 | $7,913 | 12/31/2023 |
URI | 2,326 | $1,334 | 12/31/2023 |
Montag A & Associates Inc. | 13,185 | $7,561 | 12/31/2023 |
URI | 13,185 | $7,561 | 12/31/2023 |
Carnegie Capital Asset Management LLC | 13,024 | $7,468 | 12/31/2023 |
URI | 13,024 | $7,468 | 12/31/2023 |
Miller Investment Management LP | 12,974 | $7,440 | 12/31/2023 |
URI | 12,974 | $7,440 | 12/31/2023 |
Burns J W & Co. Inc. NY | 10,259 | $7,398 | 03/31/2024 |
URI | 10,259 | $7,398 | 03/31/2024 |
Mission Wealth Management LP | 10,223 | $7,372 | 03/31/2024 |
URI | 10,223 | $7,372 | 03/31/2024 |
CI Investments Inc. | 12,821 | $7,352 | 12/31/2023 |
URI | 12,821 | $7,352 | 12/31/2023 |
Genus Capital Management Inc. | 10,077 | $7,267 | 03/31/2024 |
URI | 10,077 | $7,267 | 03/31/2024 |
United Capital Management of KS Inc. | 10,076 | $7,266 | 03/31/2024 |
URI | 10,076 | $7,266 | 03/31/2024 |
Glenview Trust Co | 12,661 | $7,260 | 12/31/2023 |
URI | 12,661 | $7,260 | 12/31/2023 |
CI Private Wealth LLC | 12,600 | $7,225 | 12/31/2023 |
URI | 12,600 | $7,225 | 12/31/2023 |
Ziegler Capital Management LLC | 12,503 | $7,169 | 12/31/2023 |
URI | 12,503 | $7,169 | 12/31/2023 |
Silvant Capital Management LLC | 9,883 | $7,127 | 03/31/2024 |
URI | 9,883 | $7,127 | 03/31/2024 |
Kovack Advisors Inc. | 9,853 | $7,105 | 03/31/2024 |
URI | 9,853 | $7,105 | 03/31/2024 |
GTS Securities LLC | $6,931 | 12/31/2023 | |
Call | 96,000 | $55,048 | 12/31/2023 |
Put | 85,000 | $48,741 | 12/31/2023 |
URI | 1,088 | $624 | 12/31/2023 |
Knights of Columbus Asset Advisors LLC | 12,029 | $6,898 | 12/31/2023 |
URI | 12,029 | $6,898 | 12/31/2023 |
Hedeker Wealth LLC | 9,444 | $6,810 | 03/31/2024 |
URI | 9,444 | $6,810 | 03/31/2024 |
Pathstone Holdings LLC | 11,756 | $6,746 | 12/31/2023 |
URI | 11,756 | $6,746 | 12/31/2023 |
Tudor Investment Corp Et Al | $6,709 | 12/31/2023 | |
Call | 15,200 | $8,716 | 12/31/2023 |
Put | 3,500 | $2,007 | 12/31/2023 |
Utah Retirement Systems | 11,693 | $6,705 | 12/31/2023 |
URI | 11,693 | $6,705 | 12/31/2023 |
Degroof Petercam Asset Management | 11,547 | $6,621 | 12/31/2023 |
URI | 11,547 | $6,621 | 12/31/2023 |
ING Groep NV | 11,379 | $6,525 | 12/31/2023 |
URI | 11,379 | $6,525 | 12/31/2023 |
USS Investment Management Ltd | 11,321 | $6,494 | 12/31/2023 |
URI | 11,321 | $6,494 | 12/31/2023 |
HGK Asset Management Inc. | 11,256 | $6,454 | 12/31/2023 |
URI | 11,256 | $6,454 | 12/31/2023 |
Eastover Investment Advisors LLC | 8,946 | $6,451 | 03/31/2024 |
URI | 8,946 | $6,451 | 03/31/2024 |
Factorial Partners LLC | 11,200 | $6,422 | 12/31/2023 |
URI | 11,200 | $6,422 | 12/31/2023 |
Leibman Financial Services Inc. | 8,872 | $6,397 | 03/31/2024 |
URI | 8,872 | $6,397 | 03/31/2024 |
Cetera Advisor Networks LLC | 11,114 | $6,373 | 12/31/2023 |
URI | 11,114 | $6,373 | 12/31/2023 |
Mutual of America Capital Management LLC | 8,814 | $6,356 | 03/31/2024 |
URI | 8,814 | $6,356 | 03/31/2024 |
CIBC World Markets Inc. | 11,008 | $6,312 | 12/31/2023 |
URI | 11,008 | $6,312 | 12/31/2023 |
Graybill Bartz & Assoc Ltd. | 8,682 | $6,261 | 03/31/2024 |
URI | 8,682 | $6,261 | 03/31/2024 |
Prudential PLC | 10,911 | $6,257 | 12/31/2023 |
URI | 10,911 | $6,257 | 12/31/2023 |
North Growth Management Ltd. | 9,000 | $6,245 | 03/31/2024 |
URI | 9,000 | $6,245 | 03/31/2024 |
Creative Planning | 10,853 | $6,223 | 12/31/2023 |
URI | 10,853 | $6,223 | 12/31/2023 |
Cumberland Advisors Inc. | 8,620 | $6,216 | 03/31/2024 |
URI | 8,620 | $6,216 | 03/31/2024 |
BOKF NA | 10,795 | $6,190 | 12/31/2023 |
URI | 10,795 | $6,190 | 12/31/2023 |
B. Metzler seel. Sohn & Co. AG | 10,792 | $6,188 | 12/31/2023 |
URI | 10,792 | $6,188 | 12/31/2023 |
Firetrail Investments PTY Ltd. | 10,746 | $6,162 | 12/31/2023 |
URI | 10,746 | $6,162 | 12/31/2023 |
Mount Lucas Management LP | 10,696 | $6,133 | 12/31/2023 |
URI | 10,696 | $6,133 | 12/31/2023 |
Marietta Investment Partners LLC | 10,691 | $6,130 | 12/31/2023 |
URI | 10,691 | $6,130 | 12/31/2023 |
Broadleaf Partners LLC | 10,644 | $6,103 | 12/31/2023 |
URI | 10,644 | $6,103 | 12/31/2023 |
New York Life Investment Management LLC | 10,609 | $6,083 | 12/31/2023 |
URI | 10,609 | $6,083 | 12/31/2023 |
Grantham Mayo Van Otterloo & Co. LLC | 10,592 | $6,074 | 12/31/2023 |
URI | 10,592 | $6,074 | 12/31/2023 |
Summit Financial LLC | 8,379 | $6,042 | 03/31/2024 |
URI | 8,379 | $6,042 | 03/31/2024 |
Janus Henderson Group PLC | 10,505 | $6,026 | 12/31/2023 |
URI | 10,505 | $6,026 | 12/31/2023 |
ProShare Advisors LLC | 10,482 | $6,011 | 12/31/2023 |
URI | 10,482 | $6,011 | 12/31/2023 |
Cetera Investment Advisers | 10,265 | $5,886 | 12/31/2023 |
URI | 10,265 | $5,886 | 12/31/2023 |
Xponance Inc. | 10,169 | $5,831 | 12/31/2023 |
URI | 10,169 | $5,831 | 12/31/2023 |
Institute for Wealth Management LLC. | 8,084 | $5,829 | 03/31/2024 |
URI | 8,084 | $5,829 | 03/31/2024 |
Wealthfront Advisers LLC | 8,006 | $5,773 | 03/31/2024 |
URI | 8,006 | $5,773 | 03/31/2024 |
Handelsbanken Fonder AB | 10,043 | $5,759 | 12/31/2023 |
URI | 10,043 | $5,759 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 9,976 | $5,723 | 12/31/2023 |
URI | 9,976 | $5,723 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 7,922 | $5,713 | 03/31/2024 |
URI | 7,922 | $5,713 | 03/31/2024 |
Graham Capital Management L.P. | 9,848 | $5,647 | 12/31/2023 |
URI | 9,848 | $5,647 | 12/31/2023 |
Badgley Phelps Wealth Managers LLC | 9,845 | $5,645 | 12/31/2023 |
URI | 9,845 | $5,645 | 12/31/2023 |
Castellan Group LLC | 9,754 | $5,593 | 12/31/2023 |
URI | 9,754 | $5,593 | 12/31/2023 |
Caisse DE Depot ET Placement DU Quebec | 9,734 | $5,582 | 12/31/2023 |
URI | 9,734 | $5,582 | 12/31/2023 |
Shell Asset Management Co. | 9,658 | $5,538 | 12/31/2023 |
URI | 9,658 | $5,538 | 12/31/2023 |
Lighthouse Investment Partners LLC | 9,650 | $5,534 | 12/31/2023 |
URI | 9,650 | $5,534 | 12/31/2023 |
Foster & Motley Inc. | 7,566 | $5,456 | 03/31/2024 |
URI | 7,566 | $5,456 | 03/31/2024 |
Connor Clark & Lunn Investment Management Ltd. | 9,494 | $5,444 | 12/31/2023 |
URI | 9,494 | $5,444 | 12/31/2023 |
Traynor Capital Management Inc. | 7,475 | $5,390 | 03/31/2024 |
URI | 7,475 | $5,390 | 03/31/2024 |
Huber Capital Management LLC | 9,354 | $5,364 | 12/31/2023 |
URI | 9,354 | $5,364 | 12/31/2023 |
CIBC Asset Management Inc | 9,299 | $5,332 | 12/31/2023 |
URI | 9,299 | $5,332 | 12/31/2023 |
Citizens Financial Group Inc RI | 9,211 | $5,282 | 12/31/2023 |
URI | 9,211 | $5,282 | 12/31/2023 |
Tower Research Capital LLC TRC | 9,199 | $5,275 | 12/31/2023 |
URI | 9,199 | $5,275 | 12/31/2023 |
State of Alaska Department of Revenue | 7,295 | $5,260 | 03/31/2024 |
URI | 7,295 | $5,260 | 03/31/2024 |
Kingfisher Capital LLC | 8,939 | $5,126 | 12/31/2023 |
URI | 8,939 | $5,126 | 12/31/2023 |
Redwood Investments LLC | 8,870 | $5,086 | 12/31/2023 |
URI | 8,870 | $5,086 | 12/31/2023 |
Patton Fund Management Inc. | 8,837 | $5,067 | 12/31/2023 |
URI | 8,837 | $5,067 | 12/31/2023 |
Eukles Asset Management | 8,830 | $5,063 | 12/31/2023 |
URI | 8,830 | $5,063 | 12/31/2023 |
Dai Ichi Life Insurance Company Ltd | 8,754 | $5,020 | 12/31/2023 |
URI | 8,754 | $5,020 | 12/31/2023 |
Cibc World Markets Corp | 8,735 | $5,009 | 12/31/2023 |
URI | 8,735 | $5,009 | 12/31/2023 |
Quantitative Investment Management LLC | 8,696 | $4,986 | 12/31/2023 |
URI | 8,696 | $4,986 | 12/31/2023 |
Nilsine Partners LLC | 6,893 | $4,971 | 03/31/2024 |
URI | 6,893 | $4,971 | 03/31/2024 |
Independent Advisor Alliance | 8,943 | $4,965 | 12/31/2023 |
URI | 8,943 | $4,965 | 12/31/2023 |
Sumitomo Mitsui DS Asset Management Company Ltd | 6,813 | $4,913 | 03/31/2024 |
URI | 6,813 | $4,913 | 03/31/2024 |
CWM Advisors LLC | 8,560 | $4,908 | 12/31/2023 |
URI | 8,560 | $4,908 | 12/31/2023 |
New England Research & Management Inc. | 6,785 | $4,893 | 03/31/2024 |
URI | 6,785 | $4,893 | 03/31/2024 |
Susquehanna Portfolio Strategies LLC | 8,500 | $4,874 | 12/31/2023 |
URI | 8,500 | $4,874 | 12/31/2023 |
Private Advisor Group LLC | 6,757 | $4,872 | 03/31/2024 |
URI | 6,757 | $4,872 | 03/31/2024 |
Jag Capital Management LLC | 6,749 | $4,867 | 03/31/2024 |
URI | 6,749 | $4,867 | 03/31/2024 |
Boston Private Wealth LLC | 8,453 | $4,848 | 12/31/2023 |
URI | 8,453 | $4,848 | 12/31/2023 |
Texas Yale Capital Corp. | 8,445 | $4,843 | 12/31/2023 |
URI | 8,445 | $4,843 | 12/31/2023 |
MML Investors Services LLC | 8,377 | $4,803 | 12/31/2023 |
URI | 8,377 | $4,803 | 12/31/2023 |
Scotia Capital Inc. | 8,365 | $4,796 | 12/31/2023 |
URI | 8,365 | $4,796 | 12/31/2023 |
FIL Ltd | 8,287 | $4,752 | 12/31/2023 |
URI | 8,287 | $4,752 | 12/31/2023 |
Varma Mutual Pension Insurance Co | 8,256 | $4,734 | 12/31/2023 |
URI | 8,256 | $4,734 | 12/31/2023 |
Clearbridge Investments LLC | 8,201 | $4,703 | 12/31/2023 |
URI | 8,201 | $4,703 | 12/31/2023 |
Virtu Financial LLC | 8,202 | $4,703 | 12/31/2023 |
URI | 8,202 | $4,703 | 12/31/2023 |
Power Corp of Canada | 8,186 | $4,694 | 12/31/2023 |
URI | 8,186 | $4,694 | 12/31/2023 |
LGT Group Foundation | 8,044 | $4,655 | 12/31/2023 |
URI | 8,044 | $4,655 | 12/31/2023 |
Westport Asset Management Inc. | 8,000 | $4,587 | 12/31/2023 |
URI | 8,000 | $4,587 | 12/31/2023 |
Groesbeck Investment Management Corp NJ | 6,326 | $4,562 | 03/31/2024 |
URI | 6,326 | $4,562 | 03/31/2024 |
Public Employees Retirement Association of Colorado | 7,952 | $4,560 | 12/31/2023 |
URI | 7,952 | $4,560 | 12/31/2023 |
Lido Advisors LLC | 7,866 | $4,511 | 12/31/2023 |
URI | 7,866 | $4,511 | 12/31/2023 |
TRUE Private Wealth Advisors | 6,246 | $4,504 | 03/31/2024 |
URI | 6,246 | $4,504 | 03/31/2024 |
Moore Capital Management LP | 7,838 | $4,494 | 12/31/2023 |
URI | 7,838 | $4,494 | 12/31/2023 |
Condor Capital Management | 7,798 | $4,472 | 12/31/2023 |
URI | 7,798 | $4,472 | 12/31/2023 |
Nissay Asset Management Corp Japan ADV | 7,742 | $4,439 | 12/31/2023 |
URI | 7,742 | $4,439 | 12/31/2023 |
Oak Ridge Investments LLC | 6,102 | $4,400 | 03/31/2024 |
URI | 6,102 | $4,400 | 03/31/2024 |
Advisory Services Network LLC | 7,613 | $4,366 | 12/31/2023 |
URI | 7,613 | $4,366 | 12/31/2023 |
Bank of Nova Scotia | 7,582 | $4,348 | 12/31/2023 |
URI | 7,582 | $4,348 | 12/31/2023 |
Jackson Wealth Management LLC | 7,537 | $4,322 | 12/31/2023 |
URI | 7,537 | $4,322 | 12/31/2023 |
Trustmark National Bank Trust Department | 7,495 | $4,298 | 12/31/2023 |
URI | 7,495 | $4,298 | 12/31/2023 |
Symmetry Partners LLC | 5,947 | $4,288 | 03/31/2024 |
URI | 5,947 | $4,288 | 03/31/2024 |
Laurion Capital Management LP | $4,243 | 12/31/2023 | |
Call | 13,400 | $7,684 | 12/31/2023 |
Put | 6,000 | $3,441 | 12/31/2023 |
Jensen Investment Management Inc. | 7,390 | $4,238 | 12/31/2023 |
URI | 7,390 | $4,238 | 12/31/2023 |
RKL Wealth Management LLC | 7,234 | $4,148 | 12/31/2023 |
URI | 7,234 | $4,148 | 12/31/2023 |
Oregon Public Employees Retirement Fund | 5,700 | $4,110 | 03/31/2024 |
URI | 5,700 | $4,110 | 03/31/2024 |
Gulf International Bank UK Ltd | 5,674 | $4,091 | 03/31/2024 |
URI | 5,674 | $4,091 | 03/31/2024 |
Gilman Hill Asset Management LLC | 5,625 | $4,056 | 03/31/2024 |
URI | 5,625 | $4,056 | 03/31/2024 |
Retireful LLC | 5,621 | $4,053 | 03/31/2024 |
URI | 5,621 | $4,053 | 03/31/2024 |
Sycomore Asset Management | 5,961 | $4,030 | 03/31/2024 |
URI | 5,961 | $4,030 | 03/31/2024 |
D.A. Davidson & CO. | 7,015 | $4,023 | 12/31/2023 |
URI | 7,015 | $4,023 | 12/31/2023 |
Blair William & Co. IL | 7,007 | $4,018 | 12/31/2023 |
URI | 7,007 | $4,018 | 12/31/2023 |
American Assets Investment Management LLC | 7,000 | $4,014 | 12/31/2023 |
URI | 7,000 | $4,014 | 12/31/2023 |
Parallax Volatility Advisers L.P. | $3,918 | 12/31/2023 | |
Put | 122,300 | $70,129 | 12/31/2023 |
URI | 110,133 | $63,152 | 12/31/2023 |
Call | 19,000 | $10,895 | 12/31/2023 |
Vanguard Capital Wealth Advisors | 5,421 | $3,909 | 03/31/2024 |
URI | 5,421 | $3,909 | 03/31/2024 |
Wiley BROS. Aintree Capital LLC | 5,352 | $3,859 | 03/31/2024 |
URI | 5,352 | $3,859 | 03/31/2024 |
Duncker Streett & Co. Inc. | 5,338 | $3,849 | 03/31/2024 |
URI | 5,338 | $3,849 | 03/31/2024 |
Oppenheimer Asset Management Inc. | 6,711 | $3,848 | 12/31/2023 |
URI | 6,711 | $3,848 | 12/31/2023 |
South Dakota Investment Council | 5,318 | $3,835 | 03/31/2024 |
URI | 5,318 | $3,835 | 03/31/2024 |
Maryland State Retirement & Pension System | 5,238 | $3,777 | 03/31/2024 |
URI | 5,238 | $3,777 | 03/31/2024 |
Ambassador Advisors LLC | 6,567 | $3,766 | 12/31/2023 |
URI | 6,567 | $3,766 | 12/31/2023 |
Rafferty Asset Management LLC | 6,542 | $3,751 | 12/31/2023 |
URI | 6,542 | $3,751 | 12/31/2023 |
Westside Investment Management Inc. | 5,148 | $3,712 | 03/31/2024 |
URI | 5,148 | $3,712 | 03/31/2024 |
BI Asset Management Fondsmaeglerselskab A S | 5,112 | $3,686 | 03/31/2024 |
URI | 5,112 | $3,686 | 03/31/2024 |
Symmetry Investments LP | 6,364 | $3,649 | 12/31/2023 |
URI | 6,364 | $3,649 | 12/31/2023 |
Arcadia Investment Management Corp MI | 5,026 | $3,624 | 03/31/2024 |
URI | 5,026 | $3,624 | 03/31/2024 |
SlateStone Wealth LLC | 5,014 | $3,616 | 03/31/2024 |
URI | 5,014 | $3,616 | 03/31/2024 |
Hennessy Advisors Inc. | 5,000 | $3,606 | 03/31/2024 |
URI | 5,000 | $3,606 | 03/31/2024 |
JustInvest LLC | 6,249 | $3,583 | 12/31/2023 |
URI | 6,249 | $3,583 | 12/31/2023 |
Bellwether Advisors LLC | 6,206 | $3,559 | 12/31/2023 |
URI | 6,206 | $3,559 | 12/31/2023 |
Ethic Inc. | 6,204 | $3,558 | 12/31/2023 |
URI | 6,204 | $3,558 | 12/31/2023 |
Bridgeway Capital Management Inc. | 6,200 | $3,555 | 12/31/2023 |
URI | 6,200 | $3,555 | 12/31/2023 |
Glenmede Trust Co. NA | 6,175 | $3,541 | 12/31/2023 |
URI | 6,175 | $3,541 | 12/31/2023 |
Congress Asset Management Co. MA | 4,893 | $3,528 | 03/31/2024 |
URI | 4,893 | $3,528 | 03/31/2024 |
Pacer Advisors Inc. | $3,524 | 12/31/2023 | |
URI | 5,784 | $3,317 | 12/31/2023 |
Corporate Bond Domestic | 227,000 | $207 | 12/31/2023 |
MidWestOne Financial Group Inc. | 6,140 | $3,521 | 12/31/2023 |
URI | 6,140 | $3,521 | 12/31/2023 |
Girard Partners LTD. | 6,057 | $3,473 | 12/31/2023 |
URI | 6,057 | $3,473 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 4,784 | $3,450 | 03/31/2024 |
URI | 4,784 | $3,450 | 03/31/2024 |
CWM LLC | 4,737 | $3,416 | 03/31/2024 |
URI | 4,737 | $3,416 | 03/31/2024 |
Gilder Gagnon Howe & Co. LLC | 5,943 | $3,408 | 12/31/2023 |
URI | 5,943 | $3,408 | 12/31/2023 |
Alpine Woods Capital Investors LLC | 5,095 | $3,403 | 03/31/2024 |
URI | 5,095 | $3,403 | 03/31/2024 |
Guggenheim Capital LLC | 5,922 | $3,396 | 12/31/2023 |
URI | 5,922 | $3,396 | 12/31/2023 |
Graphene Investments SAS | 4,600 | $3,317 | 03/31/2024 |
URI | 4,600 | $3,317 | 03/31/2024 |
BKD Wealth Advisors LLC | 4,591 | $3,311 | 03/31/2024 |
URI | 4,591 | $3,311 | 03/31/2024 |
Sei Investments Co. | 5,767 | $3,307 | 12/31/2023 |
URI | 5,767 | $3,307 | 12/31/2023 |
M&T Bank Corp | 5,652 | $3,240 | 12/31/2023 |
URI | 5,652 | $3,240 | 12/31/2023 |
Monument Capital Management | 4,489 | $3,237 | 03/31/2024 |
URI | 4,489 | $3,237 | 03/31/2024 |
UMB Bank N A MO | 4,477 | $3,228 | 03/31/2024 |
URI | 4,477 | $3,228 | 03/31/2024 |
Pine Valley Investments Ltd Liability Co | 5,594 | $3,208 | 12/31/2023 |
URI | 5,594 | $3,208 | 12/31/2023 |
Moody Lynn & Lieberson LLC | 4,444 | $3,205 | 03/31/2024 |
URI | 4,444 | $3,205 | 03/31/2024 |
Chesley Taft & Associates LLC | 4,408 | $3,179 | 03/31/2024 |
URI | 4,408 | $3,179 | 03/31/2024 |
Putnam FL Investment Management Co. | 4,383 | $3,161 | 03/31/2024 |
URI | 4,383 | $3,161 | 03/31/2024 |
Hartford Investment Management Co. | 4,349 | $3,136 | 03/31/2024 |
URI | 4,349 | $3,136 | 03/31/2024 |
Congress Wealth Management LLC DE | 4,329 | $3,122 | 03/31/2024 |
URI | 4,329 | $3,122 | 03/31/2024 |
Kentucky Retirement Systems | 5,423 | $3,110 | 12/31/2023 |
URI | 5,423 | $3,110 | 12/31/2023 |
Credit Agricole S A | 5,400 | $3,096 | 12/31/2023 |
URI | 5,400 | $3,096 | 12/31/2023 |
Level Four Advisory Services LLC | 5,389 | $3,090 | 12/31/2023 |
URI | 5,389 | $3,090 | 12/31/2023 |
X Square Capital LLC | 5,377 | $3,083 | 12/31/2023 |
URI | 5,377 | $3,083 | 12/31/2023 |
Kestra Advisory Services LLC | 5,228 | $2,998 | 12/31/2023 |
URI | 5,228 | $2,998 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 5,220 | $2,993 | 12/31/2023 |
URI | 5,220 | $2,993 | 12/31/2023 |
Mount Yale Investment Advisors LLC | 5,150 | $2,953 | 12/31/2023 |
URI | 5,150 | $2,953 | 12/31/2023 |
Teacher Retirement System of Texas | 5,137 | $2,946 | 12/31/2023 |
URI | 5,137 | $2,946 | 12/31/2023 |
Hennion & Walsh Asset Management Inc. | 4,079 | $2,941 | 03/31/2024 |
URI | 4,079 | $2,941 | 03/31/2024 |
Thoroughbred Financial Services LLC | 5,124 | $2,938 | 12/31/2023 |
URI | 5,124 | $2,938 | 12/31/2023 |
Fifth Third Bancorp | 4,055 | $2,924 | 03/31/2024 |
URI | 4,055 | $2,924 | 03/31/2024 |
Miura Global Management LLC | 5,100 | $2,924 | 12/31/2023 |
URI | 5,100 | $2,924 | 12/31/2023 |
Affinity Investment Advisors LLC | 3,986 | $2,874 | 03/31/2024 |
URI | 3,986 | $2,874 | 03/31/2024 |
Northcape Capital Pty Ltd | 3,982 | $2,871 | 03/31/2024 |
URI | 3,982 | $2,871 | 03/31/2024 |
Peapack Gladstone Financial Corp | 5,007 | $2,871 | 12/31/2023 |
URI | 5,007 | $2,871 | 12/31/2023 |
Marvin & Palmer Associates Inc. | 4,985 | $2,858 | 12/31/2023 |
URI | 4,985 | $2,858 | 12/31/2023 |
Securian Asset Management Inc | 3,958 | $2,854 | 03/31/2024 |
URI | 3,958 | $2,854 | 03/31/2024 |
Davidson Capital Management Inc. | 4,974 | $2,852 | 12/31/2023 |
URI | 4,974 | $2,852 | 12/31/2023 |
Pinnacle Associates Ltd. | 3,946 | $2,845 | 03/31/2024 |
URI | 3,946 | $2,845 | 03/31/2024 |
Pettee Investors Inc. | 4,932 | $2,828 | 12/31/2023 |
URI | 4,932 | $2,828 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 3,920 | $2,827 | 03/31/2024 |
URI | 3,920 | $2,827 | 03/31/2024 |
IFP Advisors Inc | 4,904 | $2,813 | 12/31/2023 |
URI | 4,904 | $2,813 | 12/31/2023 |
Supplemental Annuity Collective Trust of NJ | 3,900 | $2,812 | 03/31/2024 |
URI | 3,900 | $2,812 | 03/31/2024 |
Louisiana State Employees Retirement System | 3,900 | $2,812 | 03/31/2024 |
URI | 3,900 | $2,812 | 03/31/2024 |
Seelaus Asset Management LLC | 3,796 | $2,737 | 03/31/2024 |
URI | 3,796 | $2,737 | 03/31/2024 |
Grandeur Peak Global Advisors LLC | 4,685 | $2,686 | 12/31/2023 |
URI | 4,685 | $2,686 | 12/31/2023 |
Financial Counselors Inc. | 3,714 | $2,678 | 03/31/2024 |
URI | 3,714 | $2,678 | 03/31/2024 |
Chartwell Investment Partners LLC | 4,669 | $2,677 | 12/31/2023 |
URI | 4,669 | $2,677 | 12/31/2023 |
Waterloo Capital L.P. | 4,620 | $2,649 | 12/31/2023 |
URI | 4,620 | $2,649 | 12/31/2023 |
Venture Visionary Partners LLC | 4,606 | $2,641 | 12/31/2023 |
URI | 4,606 | $2,641 | 12/31/2023 |
First Hawaiian Bank | 3,630 | $2,618 | 03/31/2024 |
URI | 3,630 | $2,618 | 03/31/2024 |
AE Wealth Management LLC | 4,111 | $2,593 | 12/31/2023 |
URI | 4,111 | $2,593 | 12/31/2023 |
Red Cedar Investment Management LLC | 3,553 | $2,562 | 03/31/2024 |
URI | 3,553 | $2,562 | 03/31/2024 |
Wolf Group Capital Advisors | 3,541 | $2,553 | 03/31/2024 |
URI | 3,541 | $2,553 | 03/31/2024 |
Vontobel Holding Ltd. | 4,453 | $2,553 | 12/31/2023 |
URI | 4,453 | $2,553 | 12/31/2023 |
SFE Investment Counsel | 4,451 | $2,552 | 12/31/2023 |
URI | 4,451 | $2,552 | 12/31/2023 |
Panagora Asset Management Inc. | 4,415 | $2,532 | 12/31/2023 |
URI | 4,415 | $2,532 | 12/31/2023 |
Cunning Capital Partners LP | 4,415 | $2,532 | 12/31/2023 |
URI | 4,415 | $2,532 | 12/31/2023 |
Dumont & Blake Investment Advisors LLC | 3,485 | $2,513 | 03/31/2024 |
URI | 3,485 | $2,513 | 03/31/2024 |
Lindbrook Capital LLC | 3,452 | $2,489 | 03/31/2024 |
URI | 3,452 | $2,489 | 03/31/2024 |
Illinois Municipal Retirement Fund | 4,326 | $2,481 | 12/31/2023 |
URI | 4,326 | $2,481 | 12/31/2023 |
EFG Asset Management North America Corp. | 4,310 | $2,472 | 12/31/2023 |
URI | 4,310 | $2,472 | 12/31/2023 |
New Mexico Educational Retirement Board | 3,400 | $2,452 | 03/31/2024 |
URI | 3,400 | $2,452 | 03/31/2024 |
Wealth Effects LLC | 3,390 | $2,445 | 03/31/2024 |
URI | 3,390 | $2,445 | 03/31/2024 |
National Asset Management Inc. | 4,202 | $2,409 | 12/31/2023 |
URI | 4,202 | $2,409 | 12/31/2023 |
Two Sigma Investments LP | 4,200 | $2,408 | 12/31/2023 |
URI | 4,200 | $2,408 | 12/31/2023 |
Bank of New Hampshire | 3,278 | $2,364 | 03/31/2024 |
URI | 3,278 | $2,364 | 03/31/2024 |
Kennedy Investment Group | 3,268 | $2,356 | 03/31/2024 |
URI | 3,268 | $2,356 | 03/31/2024 |
Columbia Trust Co 01012016 | 4,083 | $2,341 | 12/31/2023 |
URI | 4,083 | $2,341 | 12/31/2023 |
Temasek Holdings Private Ltd | 4,049 | $2,322 | 12/31/2023 |
URI | 4,049 | $2,322 | 12/31/2023 |
Lazard Asset Management LLC | 4,044 | $2,318 | 12/31/2023 |
URI | 4,044 | $2,318 | 12/31/2023 |
Acropolis Investment Management LLC | 3,208 | $2,313 | 03/31/2024 |
URI | 3,208 | $2,313 | 03/31/2024 |
Edmond DE Rothschild Holding S.A. | 4,015 | $2,302 | 12/31/2023 |
URI | 4,015 | $2,302 | 12/31/2023 |
TD Waterhouse Canada Inc. | 3,997 | $2,292 | 12/31/2023 |
URI | 3,997 | $2,292 | 12/31/2023 |
Avantax Advisory Services Inc. | 3,960 | $2,271 | 12/31/2023 |
URI | 3,960 | $2,271 | 12/31/2023 |
Roundview Capital LLC | 3,955 | $2,268 | 12/31/2023 |
URI | 3,955 | $2,268 | 12/31/2023 |
Geneos Wealth Management Inc. | 3,121 | $2,251 | 03/31/2024 |
URI | 3,121 | $2,251 | 03/31/2024 |
MWA Asset Management | 3,824 | $2,193 | 12/31/2023 |
URI | 3,824 | $2,193 | 12/31/2023 |
Kendall Capital Management | 3,812 | $2,186 | 12/31/2023 |
URI | 3,812 | $2,186 | 12/31/2023 |
K.J. Harrison & Partners Inc | 3,000 | $2,163 | 03/31/2024 |
URI | 3,000 | $2,163 | 03/31/2024 |
U.S. Capital Wealth Advisors LLC | 3,746 | $2,148 | 12/31/2023 |
URI | 3,746 | $2,148 | 12/31/2023 |
Cresset Asset Management LLC | 3,735 | $2,142 | 12/31/2023 |
URI | 3,735 | $2,142 | 12/31/2023 |
Sabal Trust CO | 3,624 | $2,078 | 12/31/2023 |
URI | 3,624 | $2,078 | 12/31/2023 |
TrinityPoint Wealth LLC | 3,549 | $2,035 | 12/31/2023 |
URI | 3,549 | $2,035 | 12/31/2023 |
Argus Investors Counsel Inc. | 2,819 | $2,033 | 03/31/2024 |
URI | 2,819 | $2,033 | 03/31/2024 |
Harbor Capital Advisors Inc. | 3,540 | $2,030 | 12/31/2023 |
URI | 3,540 | $2,030 | 12/31/2023 |
Private Trust Co. NA | 2,779 | $2,004 | 03/31/2024 |
URI | 2,779 | $2,004 | 03/31/2024 |
Commerce Bank | 2,723 | $1,964 | 03/31/2024 |
URI | 2,723 | $1,964 | 03/31/2024 |
Crossmark Global Holdings Inc. | 3,398 | $1,948 | 12/31/2023 |
URI | 3,398 | $1,948 | 12/31/2023 |
AGF Management Ltd. | 3,368 | $1,931 | 12/31/2023 |
URI | 3,368 | $1,931 | 12/31/2023 |
Empowered Funds LLC | 3,342 | $1,916 | 12/31/2023 |
URI | 3,342 | $1,916 | 12/31/2023 |
Allen Investment Management LLC | 3,247 | $1,862 | 12/31/2023 |
URI | 3,247 | $1,862 | 12/31/2023 |
Bfsg LLC | 2,576 | $1,858 | 03/31/2024 |
URI | 2,576 | $1,858 | 03/31/2024 |
Atlantic Edge Private Wealth Management LLC | 3,232 | $1,853 | 12/31/2023 |
URI | 3,232 | $1,853 | 12/31/2023 |
Dana Investment Advisors Inc. | 3,222 | $1,848 | 12/31/2023 |
URI | 3,222 | $1,848 | 12/31/2023 |
Kingsview Wealth Management LLC | 3,200 | $1,835 | 12/31/2023 |
URI | 3,200 | $1,835 | 12/31/2023 |
Greatmark Investment Partners Inc. | 3,185 | $1,826 | 12/31/2023 |
URI | 3,185 | $1,826 | 12/31/2023 |
Sanibel Captiva Trust Company Inc. | 3,171 | $1,818 | 12/31/2023 |
URI | 3,171 | $1,818 | 12/31/2023 |
Capstone Investment Advisors LLC | $1,812 | 03/31/2024 | |
URI | 1,912 | $1,379 | 03/31/2024 |
Call | 1,000 | $721 | 03/31/2024 |
Put | 400 | $288 | 03/31/2024 |
United Capital Financial Advisers LLC | 3,152 | $1,808 | 12/31/2023 |
URI | 3,152 | $1,808 | 12/31/2023 |
HB Wealth Management LLC | 2,496 | $1,800 | 03/31/2024 |
URI | 2,496 | $1,800 | 03/31/2024 |
Ieq Capital LLC | 3,127 | $1,793 | 12/31/2023 |
URI | 3,127 | $1,793 | 12/31/2023 |
Veriti Management LLC | 2,483 | $1,791 | 03/31/2024 |
URI | 2,483 | $1,791 | 03/31/2024 |
Great Point Wealth Advisors LLC | 3,122 | $1,790 | 12/31/2023 |
URI | 3,122 | $1,790 | 12/31/2023 |
Atria Investments LLC | 3,104 | $1,780 | 12/31/2023 |
URI | 3,104 | $1,780 | 12/31/2023 |
Locust Wood Capital Advisers LLC | 3,020 | $1,732 | 12/31/2023 |
URI | 3,020 | $1,732 | 12/31/2023 |
Qube Research & Technologies Ltd | $1,721 | 12/31/2023 | |
Call | 10,100 | $5,792 | 12/31/2023 |
Put | 7,100 | $4,071 | 12/31/2023 |
First Trust Investment Solutions L.P. | 3,000 | $1,720 | 12/31/2023 |
URI | 3,000 | $1,720 | 12/31/2023 |
Mckinley Capital Management LLC Delaware | 2,383 | $1,718 | 03/31/2024 |
URI | 2,383 | $1,718 | 03/31/2024 |
Hudson Value Partners LLC | 2,950 | $1,692 | 12/31/2023 |
URI | 2,950 | $1,692 | 12/31/2023 |
Atria Wealth Solutions Inc. | 2,937 | $1,684 | 12/31/2023 |
URI | 2,937 | $1,684 | 12/31/2023 |
Ameritas Investment Partners Inc. | 2,928 | $1,679 | 12/31/2023 |
URI | 2,928 | $1,679 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 2,919 | $1,674 | 12/31/2023 |
URI | 2,919 | $1,674 | 12/31/2023 |
LRT Capital Management LLC | 2,920 | $1,674 | 12/31/2023 |
URI | 2,920 | $1,674 | 12/31/2023 |
Gotham Asset Management LLC | 2,914 | $1,671 | 12/31/2023 |
URI | 2,914 | $1,671 | 12/31/2023 |
Ionic Capital Management LLC | 2,900 | $1,663 | 12/31/2023 |
URI | 2,900 | $1,663 | 12/31/2023 |
EPG Wealth Management LLC | 2,585 | $1,646 | 12/31/2023 |
URI | 2,585 | $1,646 | 12/31/2023 |
Alberta Investment Management Corp | 2,800 | $1,606 | 12/31/2023 |
URI | 2,800 | $1,606 | 12/31/2023 |
Richelieu Gestion PLC | 2,218 | $1,599 | 03/31/2024 |
URI | 2,218 | $1,599 | 03/31/2024 |
Simplicity Wealth LLC | 2,203 | $1,589 | 03/31/2024 |
URI | 2,203 | $1,589 | 03/31/2024 |
Metropolitan Life Insurance Co NY | 2,760 | $1,583 | 12/31/2023 |
URI | 2,760 | $1,583 | 12/31/2023 |
Brandywine Oak Private Wealth LLC | 2,746 | $1,575 | 12/31/2023 |
URI | 2,746 | $1,575 | 12/31/2023 |
V Square Quantitative Management LLC | 2,169 | $1,564 | 03/31/2024 |
URI | 2,169 | $1,564 | 03/31/2024 |
Metis Global Partners LLC | 2,710 | $1,554 | 12/31/2023 |
URI | 2,710 | $1,554 | 12/31/2023 |
Atlas Capital Advisors LLC | 2,148 | $1,549 | 03/31/2024 |
URI | 2,148 | $1,549 | 03/31/2024 |
E. Ohman J or Asset Management AB | 2,700 | $1,548 | 12/31/2023 |
URI | 2,700 | $1,548 | 12/31/2023 |
Cutler Group LP | $1,531 | 03/31/2024 | |
URI | 2,078 | $1,498 | 03/31/2024 |
Call | 400 | $50 | 03/31/2024 |
Put | 3,300 | $17 | 03/31/2024 |
Steel Peak Wealth Management LLC | 2,115 | $1,525 | 03/31/2024 |
URI | 2,115 | $1,525 | 03/31/2024 |
Bridgewater Associates LP | 2,660 | $1,525 | 12/31/2023 |
URI | 2,660 | $1,525 | 12/31/2023 |
Heritage Trust Co | 2,650 | $1,520 | 12/31/2023 |
URI | 2,650 | $1,520 | 12/31/2023 |
IHT Wealth Management LLC | 2,615 | $1,499 | 12/31/2023 |
URI | 2,615 | $1,499 | 12/31/2023 |
Central Pacific Bank Trust Division | 2,103 | $1,493 | 03/31/2024 |
URI | 2,103 | $1,493 | 03/31/2024 |
MAI Capital Management | 2,552 | $1,463 | 12/31/2023 |
URI | 2,552 | $1,463 | 12/31/2023 |
MBM Wealth Consultants LLC | 2,017 | $1,454 | 03/31/2024 |
URI | 2,017 | $1,454 | 03/31/2024 |
Alaska Permanent Fund Corp | 2,000 | $1,442 | 03/31/2024 |
URI | 2,000 | $1,442 | 03/31/2024 |
Cetera Advisors LLC | 2,504 | $1,436 | 12/31/2023 |
URI | 2,504 | $1,436 | 12/31/2023 |
International Assets Investment Management LLC | 2,013 | $1,430 | 03/31/2024 |
URI | 2,013 | $1,430 | 03/31/2024 |
Pitcairn Co. | 2,482 | $1,423 | 12/31/2023 |
URI | 2,482 | $1,423 | 12/31/2023 |
Wedmont Private Capital | 2,033 | $1,417 | 03/31/2024 |
URI | 2,033 | $1,417 | 03/31/2024 |
Spire Wealth Management | 1,960 | $1,413 | 03/31/2024 |
URI | 1,960 | $1,413 | 03/31/2024 |
Achmea Investment Management B.V. | 2,459 | $1,410 | 12/31/2023 |
URI | 2,459 | $1,410 | 12/31/2023 |
Empirical Finance LLC | 2,447 | $1,403 | 12/31/2023 |
URI | 2,447 | $1,403 | 12/31/2023 |
Geneva Partners LLC | 1,930 | $1,392 | 03/31/2024 |
URI | 1,930 | $1,392 | 03/31/2024 |
Two Sigma Securities LLC | $1,392 | 12/31/2023 | |
Call | 7,500 | $4,301 | 12/31/2023 |
Put | 5,900 | $3,383 | 12/31/2023 |
URI | 826 | $474 | 12/31/2023 |
Williams Jones Wealth Management LLC. | 2,425 | $1,391 | 12/31/2023 |
URI | 2,425 | $1,391 | 12/31/2023 |
Norinchukin Bank The | 2,418 | $1,387 | 12/31/2023 |
URI | 2,418 | $1,387 | 12/31/2023 |
Tokio Marine Asset Management Co. Ltd. | 1,920 | $1,385 | 03/31/2024 |
URI | 1,920 | $1,385 | 03/31/2024 |
Kentucky Retirement Systems Insurance Trust Fund | 2,415 | $1,385 | 12/31/2023 |
URI | 2,415 | $1,385 | 12/31/2023 |
TFO TDC LLC | 2,395 | $1,373 | 12/31/2023 |
URI | 2,395 | $1,373 | 12/31/2023 |
Quantinno Capital Management LP | 2,368 | $1,358 | 12/31/2023 |
URI | 2,368 | $1,358 | 12/31/2023 |
HRT Financial LP | 2,342 | $1,342 | 12/31/2023 |
URI | 2,342 | $1,342 | 12/31/2023 |
Cookson Peirce & Co. Inc. | 1,849 | $1,333 | 03/31/2024 |
URI | 1,849 | $1,333 | 03/31/2024 |
Banco Bilbao Vizcaya Argentaria S.A. | 2,323 | $1,333 | 12/31/2023 |
URI | 2,323 | $1,333 | 12/31/2023 |
RB Capital Management LLC | 2,320 | $1,330 | 12/31/2023 |
URI | 2,320 | $1,330 | 12/31/2023 |
Sigma Planning Corp | 1,842 | $1,329 | 03/31/2024 |
URI | 1,842 | $1,329 | 03/31/2024 |
BNP Paribas | 1,847 | $1,328 | 03/31/2024 |
URI | 1,847 | $1,328 | 03/31/2024 |
Paloma Partners Management Co | $1,319 | 12/31/2023 | |
URI | 7,399 | $4,243 | 12/31/2023 |
Put | 5,100 | $2,924 | 12/31/2023 |
Ashton Thomas Private Wealth LLC | 1,824 | $1,315 | 03/31/2024 |
URI | 1,824 | $1,315 | 03/31/2024 |
Coldstream Capital Management Inc. | 2,291 | $1,314 | 12/31/2023 |
URI | 2,291 | $1,314 | 12/31/2023 |
Penserra Capital Management LLC | 2,250 | $1,289 | 12/31/2023 |
URI | 2,250 | $1,289 | 12/31/2023 |
Park Avenue Securities LLC | 1,768 | $1,275 | 03/31/2024 |
URI | 1,768 | $1,275 | 03/31/2024 |
We Are One Seven LLC | 2,200 | $1,262 | 12/31/2023 |
URI | 2,200 | $1,262 | 12/31/2023 |
Laidlaw Wealth Management LLC | 2,169 | $1,244 | 12/31/2023 |
URI | 2,169 | $1,244 | 12/31/2023 |
Northwestern Mutual Investment Management Company LLC | 2,146 | $1,231 | 12/31/2023 |
URI | 2,146 | $1,231 | 12/31/2023 |
Probity Advisors Inc. | 1,691 | $1,219 | 03/31/2024 |
URI | 1,691 | $1,219 | 03/31/2024 |
Hilltop Holdings Inc. | 2,101 | $1,205 | 12/31/2023 |
URI | 2,101 | $1,205 | 12/31/2023 |
Group One Trading L.P. | $1,204 | 12/31/2023 | |
Call | 16,600 | $9,519 | 12/31/2023 |
Put | 14,500 | $8,315 | 12/31/2023 |
Barings LLC | 2,082 | $1,194 | 12/31/2023 |
URI | 2,082 | $1,194 | 12/31/2023 |
Bleakley Financial Group LLC | 2,081 | $1,193 | 12/31/2023 |
URI | 2,081 | $1,193 | 12/31/2023 |
Ritholtz Wealth Management | 1,647 | $1,188 | 03/31/2024 |
URI | 1,647 | $1,188 | 03/31/2024 |
Sawtooth Solutions LLC | 2,064 | $1,184 | 12/31/2023 |
URI | 2,064 | $1,184 | 12/31/2023 |
Jacobi Capital Management LLC | 2,032 | $1,165 | 12/31/2023 |
URI | 2,032 | $1,165 | 12/31/2023 |
Orion Portfolio Solutions LLC | 2,113 | $1,164 | 12/31/2023 |
URI | 2,113 | $1,164 | 12/31/2023 |
Ossiam | 2,015 | $1,155 | 12/31/2023 |
URI | 2,015 | $1,155 | 12/31/2023 |
Signaturefd LLC | 1,600 | $1,154 | 03/31/2024 |
URI | 1,600 | $1,154 | 03/31/2024 |
180 Wealth Advisors LLC | 1,599 | $1,153 | 03/31/2024 |
URI | 1,599 | $1,153 | 03/31/2024 |
Greenleaf Trust | 1,580 | $1,139 | 03/31/2024 |
URI | 1,580 | $1,139 | 03/31/2024 |
Townsquare Capital LLC | 1,979 | $1,135 | 12/31/2023 |
URI | 1,979 | $1,135 | 12/31/2023 |
Hancock Whitney Corp | 1,954 | $1,120 | 12/31/2023 |
URI | 1,954 | $1,120 | 12/31/2023 |
Pecaut & CO. | 1,951 | $1,119 | 12/31/2023 |
URI | 1,951 | $1,119 | 12/31/2023 |
AlphaStar Capital Management LLC | 1,933 | $1,108 | 12/31/2023 |
URI | 1,933 | $1,108 | 12/31/2023 |
DGS Capital Management LLC | 1,536 | $1,107 | 03/31/2024 |
URI | 1,536 | $1,107 | 03/31/2024 |
Raymond James Trust N.A. | 1,521 | $1,097 | 03/31/2024 |
URI | 1,521 | $1,097 | 03/31/2024 |
Arcataur Capital Management LLC | 1,517 | $1,094 | 03/31/2024 |
URI | 1,517 | $1,094 | 03/31/2024 |
Hollencrest Capital Management | 1,509 | $1,088 | 03/31/2024 |
URI | 1,509 | $1,088 | 03/31/2024 |
SeaBridge Investment Advisors LLC | 1,504 | $1,085 | 03/31/2024 |
URI | 1,504 | $1,085 | 03/31/2024 |
Harbor Advisors LLC | 1,500 | $1,082 | 03/31/2024 |
URI | 1,500 | $1,082 | 03/31/2024 |
Diametric Capital LP | 1,887 | $1,082 | 12/31/2023 |
URI | 1,887 | $1,082 | 12/31/2023 |
Vinva Investment Management Ltd | 1,851 | $1,071 | 12/31/2023 |
URI | 1,851 | $1,071 | 12/31/2023 |
Nations Financial Group Inc. IA ADV | 1,479 | $1,067 | 03/31/2024 |
URI | 1,479 | $1,067 | 03/31/2024 |
RFG Advisory LLC | 1,470 | $1,060 | 03/31/2024 |
URI | 1,470 | $1,060 | 03/31/2024 |
GYL Financial Synergies LLC | 1,845 | $1,058 | 12/31/2023 |
URI | 1,845 | $1,058 | 12/31/2023 |
RSM US Wealth Management LLC | 1,456 | $1,050 | 03/31/2024 |
URI | 1,456 | $1,050 | 03/31/2024 |
Flagship Harbor Advisors LLC | 1,451 | $1,046 | 03/31/2024 |
URI | 1,451 | $1,046 | 03/31/2024 |
Diversified Trust Co | 1,449 | $1,045 | 03/31/2024 |
URI | 1,449 | $1,045 | 03/31/2024 |
Wetherby Asset Management Inc. | 1,823 | $1,045 | 12/31/2023 |
URI | 1,823 | $1,045 | 12/31/2023 |
Cubist Systematic Strategies LLC | $1,032 | 12/31/2023 | |
Call | 42,600 | $24,428 | 12/31/2023 |
Put | 40,800 | $23,396 | 12/31/2023 |
Ontario Teachers Pension Plan Board | 1,794 | $1,029 | 12/31/2023 |
URI | 1,794 | $1,029 | 12/31/2023 |
GWM Advisors LLC | 1,787 | $1,026 | 12/31/2023 |
URI | 1,787 | $1,026 | 12/31/2023 |
Qsemble Capital Management LP | 1,780 | $1,021 | 12/31/2023 |
URI | 1,780 | $1,021 | 12/31/2023 |
Everence Capital Management Inc. | 1,770 | $1,015 | 12/31/2023 |
URI | 1,770 | $1,015 | 12/31/2023 |
BTC Capital Management Inc. | 1,383 | $997 | 03/31/2024 |
URI | 1,383 | $997 | 03/31/2024 |
Worth Financial Advisory Group LLC | 1,381 | $996 | 03/31/2024 |
URI | 1,381 | $996 | 03/31/2024 |
Stonehage Fleming Financial Services Holdings Ltd | 1,724 | $989 | 12/31/2023 |
URI | 1,724 | $989 | 12/31/2023 |
Schear Investment Advisers LLC | 1,367 | $986 | 03/31/2024 |
URI | 1,367 | $986 | 03/31/2024 |
Clearstead Advisors LLC | 1,720 | $986 | 12/31/2023 |
URI | 1,720 | $986 | 12/31/2023 |
CenterBook Partners LP | 1,719 | $986 | 12/31/2023 |
URI | 1,719 | $986 | 12/31/2023 |
Equitable Holdings Inc. | 1,717 | $985 | 12/31/2023 |
URI | 1,717 | $985 | 12/31/2023 |
Pacitti Group Inc. | 1,698 | $974 | 12/31/2023 |
URI | 1,698 | $974 | 12/31/2023 |
Banco Santander S.A. | 1,691 | $970 | 12/31/2023 |
URI | 1,691 | $970 | 12/31/2023 |
Meeder Advisory Services Inc. | 1,687 | $967 | 12/31/2023 |
URI | 1,687 | $967 | 12/31/2023 |
Axxcess Wealth Management LLC | 1,679 | $963 | 12/31/2023 |
URI | 1,679 | $963 | 12/31/2023 |
Systematic Alpha Investments LLC | 1,674 | $960 | 12/31/2023 |
URI | 1,674 | $960 | 12/31/2023 |
Independent Investors Inc. | 1,330 | $959 | 03/31/2024 |
URI | 1,330 | $959 | 03/31/2024 |
Full Sail Capital LLC | 1,663 | $954 | 12/31/2023 |
URI | 1,663 | $954 | 12/31/2023 |
Principal Securities Inc. | 1,645 | $943 | 12/31/2023 |
URI | 1,645 | $943 | 12/31/2023 |
Koshinski Asset Management Inc. | 1,645 | $943 | 12/31/2023 |
URI | 1,645 | $943 | 12/31/2023 |
Keybank National Association OH | 1,615 | $926 | 12/31/2023 |
URI | 1,615 | $926 | 12/31/2023 |
AMG National Trust Bank | 1,615 | $926 | 12/31/2023 |
URI | 1,615 | $926 | 12/31/2023 |
Lebenthal Global Advisors LLC | 1,595 | $915 | 12/31/2023 |
URI | 1,595 | $915 | 12/31/2023 |
FJ Investments LLC | 1,595 | $915 | 12/31/2023 |
URI | 1,595 | $915 | 12/31/2023 |
Oppenheimer & Co. Inc. | 1,589 | $911 | 12/31/2023 |
URI | 1,589 | $911 | 12/31/2023 |
PFG Investments LLC | 1,254 | $904 | 03/31/2024 |
URI | 1,254 | $904 | 03/31/2024 |
Public Sector Pension Investment Board | 1,542 | $884 | 12/31/2023 |
URI | 1,542 | $884 | 12/31/2023 |
Banque Cantonale Vaudoise | 1,218 | $878 | 03/31/2024 |
URI | 1,218 | $878 | 03/31/2024 |
Beacon Pointe Advisors LLC | 1,529 | $877 | 12/31/2023 |
URI | 1,529 | $877 | 12/31/2023 |
Capital Insight Partners LLC | 1,215 | $876 | 03/31/2024 |
URI | 1,215 | $876 | 03/31/2024 |
Schechter Investment Advisors LLC | 1,527 | $876 | 12/31/2023 |
URI | 1,527 | $876 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 1,525 | $874 | 12/31/2023 |
URI | 1,525 | $874 | 12/31/2023 |
LMR Partners LLP | 1,515 | $869 | 12/31/2023 |
URI | 1,515 | $869 | 12/31/2023 |
Copperwynd Financial LLC | 1,203 | $868 | 03/31/2024 |
URI | 1,203 | $868 | 03/31/2024 |
Clarius Group LLC | 1,199 | $865 | 03/31/2024 |
URI | 1,199 | $865 | 03/31/2024 |
EP Wealth Advisors LLC | 1,509 | $865 | 12/31/2023 |
URI | 1,509 | $865 | 12/31/2023 |
HTLF Bank | 1,194 | $861 | 03/31/2024 |
URI | 1,194 | $861 | 03/31/2024 |
Cardiff Park Advisors LLC | 1,500 | $860 | 12/31/2023 |
URI | 1,500 | $860 | 12/31/2023 |
Friedenthal Financial | 1,190 | $858 | 03/31/2024 |
URI | 1,190 | $858 | 03/31/2024 |
Aptus Capital Advisors LLC | 1,492 | $856 | 12/31/2023 |
URI | 1,492 | $856 | 12/31/2023 |
Archer Investment Corp | 1,493 | $856 | 12/31/2023 |
URI | 1,493 | $856 | 12/31/2023 |
Hodges Capital Management Inc. | 1,183 | $853 | 03/31/2024 |
URI | 1,183 | $853 | 03/31/2024 |
Wade G W & Inc. | 1,483 | $851 | 12/31/2023 |
URI | 1,483 | $851 | 12/31/2023 |
Edmp Inc. | 1,168 | $842 | 03/31/2024 |
URI | 1,168 | $842 | 03/31/2024 |
Patrick M Sweeney & Associates Inc. | 1,156 | $834 | 03/31/2024 |
URI | 1,156 | $834 | 03/31/2024 |
Wintrust Investments LLC | 1,452 | $833 | 12/31/2023 |
URI | 1,452 | $833 | 12/31/2023 |
Collective Family Office LLC | 1,152 | $831 | 03/31/2024 |
URI | 1,152 | $831 | 03/31/2024 |
TIAA Trust National Association | 1,448 | $830 | 12/31/2023 |
URI | 1,448 | $830 | 12/31/2023 |
OLD National Bancorp IN | 1,146 | $826 | 03/31/2024 |
URI | 1,146 | $826 | 03/31/2024 |
Enterprise Financial Services Corp | 1,441 | $826 | 12/31/2023 |
URI | 1,441 | $826 | 12/31/2023 |
Apollon Wealth Management LLC | 1,143 | $824 | 03/31/2024 |
URI | 1,143 | $824 | 03/31/2024 |
Invesco LLC | 1,436 | $823 | 12/31/2023 |
URI | 1,436 | $823 | 12/31/2023 |
Romano Brothers AND Company | 1,139 | $821 | 03/31/2024 |
URI | 1,139 | $821 | 03/31/2024 |
Virtus ETF Advisers LLC | 1,431 | $821 | 12/31/2023 |
URI | 1,431 | $821 | 12/31/2023 |
Nwam LLC | 1,431 | $820 | 12/31/2023 |
URI | 1,431 | $820 | 12/31/2023 |
Toroso Investments LLC | 1,424 | $817 | 12/31/2023 |
URI | 1,424 | $817 | 12/31/2023 |
Tectonic Advisors LLC | 1,425 | $817 | 12/31/2023 |
URI | 1,425 | $817 | 12/31/2023 |
Semus Wealth Partners LLC | 1,419 | $814 | 12/31/2023 |
URI | 1,419 | $814 | 12/31/2023 |
Vestcor Inc | 1,406 | $806 | 12/31/2023 |
URI | 1,406 | $806 | 12/31/2023 |
Sequoia Financial Advisors LLC | 1,115 | $804 | 03/31/2024 |
URI | 1,115 | $804 | 03/31/2024 |
Bremer Bank National Association | 1,115 | $804 | 03/31/2024 |
URI | 1,115 | $804 | 03/31/2024 |
Lakeview Capital Partners LLC | 1,401 | $804 | 12/31/2023 |
URI | 1,401 | $804 | 12/31/2023 |
ARP Americas LP | 1,401 | $803 | 12/31/2023 |
URI | 1,401 | $803 | 12/31/2023 |
Heartland Bank & Trust Co | 1,397 | $801 | 12/31/2023 |
URI | 1,397 | $801 | 12/31/2023 |
Argent Trust Co | 1,387 | $795 | 12/31/2023 |
URI | 1,387 | $795 | 12/31/2023 |
Moneta Group Investment Advisors LLC | 1,381 | $792 | 12/31/2023 |
URI | 1,381 | $792 | 12/31/2023 |
Mitchell Mcleod Pugh & Williams Inc. | 1,095 | $790 | 03/31/2024 |
URI | 1,095 | $790 | 03/31/2024 |
Change Path LLC | 1,366 | $783 | 12/31/2023 |
URI | 1,366 | $783 | 12/31/2023 |
Nomura Holdings Inc. | 1,360 | $780 | 12/31/2023 |
URI | 1,360 | $780 | 12/31/2023 |
Campbell & CO Investment Adviser LLC | 1,359 | $779 | 12/31/2023 |
URI | 1,359 | $779 | 12/31/2023 |
Clifford Swan Investment Counsel LLC | 1,079 | $778 | 03/31/2024 |
URI | 1,079 | $778 | 03/31/2024 |
SYSTM Wealth Solutions LLC | 1,069 | $771 | 03/31/2024 |
URI | 1,069 | $771 | 03/31/2024 |
Kestra Private Wealth Services LLC | 1,063 | $767 | 03/31/2024 |
URI | 1,063 | $767 | 03/31/2024 |
Optas LLC | 1,064 | $767 | 03/31/2024 |
URI | 1,064 | $767 | 03/31/2024 |
Parkside Financial Bank & Trust | 1,053 | $759 | 03/31/2024 |
URI | 1,053 | $759 | 03/31/2024 |
Parallel Advisors LLC | 1,320 | $757 | 12/31/2023 |
URI | 1,320 | $757 | 12/31/2023 |
Ballentine Partners LLC | 1,045 | $754 | 03/31/2024 |
URI | 1,045 | $754 | 03/31/2024 |
Assetmark Inc. | 1,314 | $753 | 12/31/2023 |
URI | 1,314 | $753 | 12/31/2023 |
Aviso Wealth Management | 1,311 | $752 | 12/31/2023 |
URI | 1,311 | $752 | 12/31/2023 |
Jefferies Financial Group Inc. | 1,300 | $745 | 12/31/2023 |
URI | 1,300 | $745 | 12/31/2023 |
Peddock Capital Advisors LLC | 1,032 | $744 | 03/31/2024 |
URI | 1,032 | $744 | 03/31/2024 |
Harbour Investments Inc. | 1,269 | $728 | 12/31/2023 |
URI | 1,269 | $728 | 12/31/2023 |
Roman Butler Fullerton & Co. | 1,004 | $724 | 03/31/2024 |
URI | 1,004 | $724 | 03/31/2024 |
Aubrey Capital Management Ltd | 1,081 | $722 | 03/31/2024 |
URI | 1,081 | $722 | 03/31/2024 |
Canandaigua National Bank & Trust Co. | 1,000 | $721 | 03/31/2024 |
URI | 1,000 | $721 | 03/31/2024 |
WBH Advisory Inc. | 1,000 | $721 | 03/31/2024 |
URI | 1,000 | $721 | 03/31/2024 |
Fort Washington Investment Advisors Inc. OH | 984 | $710 | 03/31/2024 |
URI | 984 | $710 | 03/31/2024 |
Ostrum Asset Management | 1,230 | $705 | 12/31/2023 |
URI | 1,230 | $705 | 12/31/2023 |
Wedbush Securities Inc. | 1,227 | $704 | 12/31/2023 |
URI | 1,227 | $704 | 12/31/2023 |
Mather Group LLC. | 962 | $694 | 03/31/2024 |
URI | 962 | $694 | 03/31/2024 |
Paradigm Asset Management Co. LLC | 1,208 | $693 | 12/31/2023 |
URI | 1,208 | $693 | 12/31/2023 |
Exencial Wealth Advisors LLC | 1,204 | $691 | 12/31/2023 |
URI | 1,204 | $691 | 12/31/2023 |
Welch Group LLC | 956 | $689 | 03/31/2024 |
URI | 956 | $689 | 03/31/2024 |
Focus Financial Network Inc. | 952 | $686 | 03/31/2024 |
URI | 952 | $686 | 03/31/2024 |
Vahanian & Associates Financial Planning Inc. | 1,169 | $670 | 12/31/2023 |
URI | 1,169 | $670 | 12/31/2023 |
Hoylecohen LLC | 1,163 | $667 | 12/31/2023 |
URI | 1,163 | $667 | 12/31/2023 |
IAM Advisory LLC | 898 | $647 | 03/31/2024 |
URI | 898 | $647 | 03/31/2024 |
Evermay Wealth Management LLC | 1,124 | $645 | 12/31/2023 |
URI | 1,124 | $645 | 12/31/2023 |
CAPROCK Group Inc. | 891 | $643 | 03/31/2024 |
URI | 891 | $643 | 03/31/2024 |
Oversea Chinese Banking CORP Ltd | 1,114 | $639 | 12/31/2023 |
URI | 1,114 | $639 | 12/31/2023 |
Wolff Wiese Magana LLC | 880 | $635 | 03/31/2024 |
URI | 880 | $635 | 03/31/2024 |
SG Americas Securities LLC | 1,087 | $623 | 12/31/2023 |
URI | 1,087 | $623 | 12/31/2023 |
Team Hewins LLC | 863 | $622 | 03/31/2024 |
URI | 863 | $622 | 03/31/2024 |
Jaffetilchin Investment Partners LLC | 1,076 | $617 | 12/31/2023 |
URI | 1,076 | $617 | 12/31/2023 |
Baker Tilly Financial LLC | 1,073 | $615 | 12/31/2023 |
URI | 1,073 | $615 | 12/31/2023 |
SpiderRock Advisors LLC | $613 | 03/31/2024 | |
URI | 3,897 | $2,664 | 03/31/2024 |
Put | 3,000 | $2,051 | 03/31/2024 |
CVA Family Office LLC | 829 | $598 | 03/31/2024 |
URI | 829 | $598 | 03/31/2024 |
Fiduciary Trust Co. | 1,043 | $598 | 12/31/2023 |
URI | 1,043 | $598 | 12/31/2023 |
WD Rutherford LLC | 828 | $597 | 03/31/2024 |
URI | 828 | $597 | 03/31/2024 |
DAVENPORT & Co LLC | 826 | $596 | 03/31/2024 |
URI | 826 | $596 | 03/31/2024 |
Savant Capital LLC | 1,034 | $593 | 12/31/2023 |
URI | 1,034 | $593 | 12/31/2023 |
Syon Capital LLC | 1,029 | $590 | 12/31/2023 |
URI | 1,029 | $590 | 12/31/2023 |
Psagot Value Holdings Ltd. Israel | 1,011 | $584 | 12/31/2023 |
URI | 1,011 | $584 | 12/31/2023 |
Keebeck Wealth Management LLC | 1,013 | $581 | 12/31/2023 |
URI | 1,013 | $581 | 12/31/2023 |
Adell Harriman & Carpenter Inc. | 802 | $578 | 03/31/2024 |
URI | 802 | $578 | 03/31/2024 |
Fielder Capital Group LLC | 801 | $578 | 03/31/2024 |
URI | 801 | $578 | 03/31/2024 |
Banque Pictet & Cie SA | 1,000 | $573 | 12/31/2023 |
URI | 1,000 | $573 | 12/31/2023 |
AXS Investments LLC | 1,000 | $573 | 12/31/2023 |
URI | 1,000 | $573 | 12/31/2023 |
Grant GrossMendelsohn LLC | 820 | $571 | 03/31/2024 |
URI | 820 | $571 | 03/31/2024 |
Horizon Investments LLC | 991 | $567 | 12/31/2023 |
URI | 991 | $567 | 12/31/2023 |
Sonora Investment Management Group LLC | 987 | $566 | 12/31/2023 |
URI | 987 | $566 | 12/31/2023 |
Premier Path Wealth Partners LLC | 769 | $556 | 03/31/2024 |
URI | 769 | $556 | 03/31/2024 |
Focus Financial Network Inc. ADV | 970 | $556 | 12/31/2023 |
URI | 970 | $556 | 12/31/2023 |
Keel Point LLC | 766 | $552 | 03/31/2024 |
URI | 766 | $552 | 03/31/2024 |
NEOS Investment Management LLC | 961 | $551 | 12/31/2023 |
URI | 961 | $551 | 12/31/2023 |
Modera Wealth Management LLC | 941 | $540 | 12/31/2023 |
URI | 941 | $540 | 12/31/2023 |
La Banque Postale Asset Management SA | 937 | $537 | 12/31/2023 |
URI | 937 | $537 | 12/31/2023 |
First Bank & Trust | 739 | $533 | 03/31/2024 |
URI | 739 | $533 | 03/31/2024 |
RMB Capital Management LLC | 924 | $530 | 12/31/2023 |
URI | 924 | $530 | 12/31/2023 |
TBH Global Asset Management LLC | 918 | $526 | 12/31/2023 |
URI | 918 | $526 | 12/31/2023 |
Qtron Investments LLC | 915 | $525 | 12/31/2023 |
URI | 915 | $525 | 12/31/2023 |
Adviser Investments LLC | 727 | $524 | 03/31/2024 |
URI | 727 | $524 | 03/31/2024 |
Cigna Investments Inc. New | 721 | $520 | 03/31/2024 |
URI | 721 | $520 | 03/31/2024 |
Cidel Asset Management Inc. | 906 | $520 | 12/31/2023 |
URI | 906 | $520 | 12/31/2023 |
Foundations Investment Advisors LLC | 901 | $517 | 12/31/2023 |
URI | 901 | $517 | 12/31/2023 |
EHP Funds Inc. | 900 | $516 | 12/31/2023 |
URI | 900 | $516 | 12/31/2023 |
Procyon Private Wealth Partners LLC | 708 | $511 | 03/31/2024 |
URI | 708 | $511 | 03/31/2024 |
Welch & Forbes LLC | 707 | $510 | 03/31/2024 |
URI | 707 | $510 | 03/31/2024 |
Centaurus Financial Inc. | 887 | $509 | 12/31/2023 |
URI | 887 | $509 | 12/31/2023 |
Silvercrest Asset Management Group LLC | 886 | $508 | 12/31/2023 |
URI | 886 | $508 | 12/31/2023 |
CENTRAL TRUST Co | 700 | $505 | 03/31/2024 |
URI | 700 | $505 | 03/31/2024 |
Bridgefront Capital LLC | 881 | $505 | 12/31/2023 |
URI | 881 | $505 | 12/31/2023 |
Haverford Trust Co. | 699 | $504 | 03/31/2024 |
URI | 699 | $504 | 03/31/2024 |
GAMMA Investing LLC | 697 | $503 | 03/31/2024 |
URI | 697 | $503 | 03/31/2024 |
Penn Capital Management Co. Inc. | 870 | $499 | 12/31/2023 |
URI | 870 | $499 | 12/31/2023 |
Valeo Financial Advisors LLC | 689 | $497 | 03/31/2024 |
URI | 689 | $497 | 03/31/2024 |
Eqis Capital Management Inc. | 860 | $493 | 12/31/2023 |
URI | 860 | $493 | 12/31/2023 |
Swisher Financial Concepts Inc. | 720 | $490 | 03/31/2024 |
URI | 720 | $490 | 03/31/2024 |
1776 Wealth LLC | 850 | $487 | 12/31/2023 |
URI | 850 | $487 | 12/31/2023 |
SeaCrest Wealth Management LLC | 672 | $485 | 03/31/2024 |
URI | 672 | $485 | 03/31/2024 |
New Jersey Better Educational Savings Trust | 670 | $483 | 03/31/2024 |
URI | 670 | $483 | 03/31/2024 |
Summit Trail Advisors LLC | 669 | $482 | 03/31/2024 |
URI | 669 | $482 | 03/31/2024 |
Profund Advisors LLC | 837 | $480 | 12/31/2023 |
URI | 837 | $480 | 12/31/2023 |
First Citizens Bank & Trust Co. | 663 | $478 | 03/31/2024 |
URI | 663 | $478 | 03/31/2024 |
Dynamic Advisor Solutions LLC | 656 | $473 | 03/31/2024 |
URI | 656 | $473 | 03/31/2024 |
Scientech Research LLC | 823 | $472 | 12/31/2023 |
URI | 823 | $472 | 12/31/2023 |
Klingman & Associates LLC | 648 | $467 | 03/31/2024 |
URI | 648 | $467 | 03/31/2024 |
Win Advisors Inc. | 647 | $467 | 03/31/2024 |
URI | 647 | $467 | 03/31/2024 |
SageView Advisory Group LLC | 813 | $466 | 12/31/2023 |
URI | 813 | $466 | 12/31/2023 |
Maverick Capital Ltd. | 804 | $461 | 12/31/2023 |
URI | 804 | $461 | 12/31/2023 |
Financial Network Wealth Management LLC | 800 | $458 | 12/31/2023 |
URI | 800 | $458 | 12/31/2023 |
Vestmark Advisory Solutions Inc. | 787 | $451 | 12/31/2023 |
URI | 787 | $451 | 12/31/2023 |
Siemens Fonds Invest GmbH | 772 | $443 | 12/31/2023 |
URI | 772 | $443 | 12/31/2023 |
CNB Bank | 611 | $441 | 03/31/2024 |
URI | 611 | $441 | 03/31/2024 |
Lake Street Advisors Group LLC | 769 | $441 | 12/31/2023 |
URI | 769 | $441 | 12/31/2023 |
Valmark Advisers Inc. | 765 | $439 | 12/31/2023 |
URI | 765 | $439 | 12/31/2023 |
Calton & Associates Inc. | 607 | $438 | 03/31/2024 |
URI | 607 | $438 | 03/31/2024 |
Meiji Yasuda Asset Management Co Ltd. | 764 | $438 | 12/31/2023 |
URI | 764 | $438 | 12/31/2023 |
Transatlantique Private Wealth LLC | 761 | $436 | 12/31/2023 |
URI | 761 | $436 | 12/31/2023 |
Knollwood Investment Advisory LLC | 757 | $434 | 12/31/2023 |
URI | 757 | $434 | 12/31/2023 |
Jackson Creek Investment Advisors LLC | 754 | $432 | 12/31/2023 |
URI | 754 | $432 | 12/31/2023 |
Fidelis Capital Partners LLC | 598 | $431 | 03/31/2024 |
URI | 598 | $431 | 03/31/2024 |
Checchi Capital Advisers LLC | 582 | $420 | 03/31/2024 |
URI | 582 | $420 | 03/31/2024 |
Middleton & Co Inc MA | 726 | $416 | 12/31/2023 |
URI | 726 | $416 | 12/31/2023 |
Forum Financial Management LP | 725 | $416 | 12/31/2023 |
URI | 725 | $416 | 12/31/2023 |
LVZ Advisors Inc. | 575 | $415 | 03/31/2024 |
URI | 575 | $415 | 03/31/2024 |
Weiss Asset Management LP | 723 | $415 | 12/31/2023 |
URI | 723 | $415 | 12/31/2023 |
Hudock Inc. | 566 | $408 | 03/31/2024 |
URI | 566 | $408 | 03/31/2024 |
Allworth Financial LP | 565 | $408 | 03/31/2024 |
URI | 565 | $408 | 03/31/2024 |
Patriot Financial Group Insurance Agency LLC | 563 | $406 | 03/31/2024 |
URI | 563 | $406 | 03/31/2024 |
Paragon Private Wealth Management LLC | 708 | $406 | 12/31/2023 |
URI | 708 | $406 | 12/31/2023 |
Smithfield Trust Co. | 690 | $398 | 12/31/2023 |
URI | 690 | $398 | 12/31/2023 |
Prospera Financial Services Inc | 694 | $398 | 12/31/2023 |
URI | 694 | $398 | 12/31/2023 |
Alps Advisors Inc. | 688 | $395 | 12/31/2023 |
URI | 688 | $395 | 12/31/2023 |
Prelude Capital Management LLC | 687 | $394 | 12/31/2023 |
URI | 687 | $394 | 12/31/2023 |
Perigon Wealth Management LLC | 545 | $393 | 03/31/2024 |
URI | 545 | $393 | 03/31/2024 |
Key Financial Inc | 544 | $392 | 03/31/2024 |
URI | 544 | $392 | 03/31/2024 |
HighPoint Advisor Group LLC | 555 | $391 | 12/31/2023 |
URI | 555 | $391 | 12/31/2023 |
Cornerstone Wealth Management LLC | 541 | $390 | 03/31/2024 |
URI | 541 | $390 | 03/31/2024 |
Wilson & Boucher Capital Management LLC | 541 | $390 | 03/31/2024 |
URI | 541 | $390 | 03/31/2024 |
PFG Advisors | 678 | $389 | 12/31/2023 |
URI | 678 | $389 | 12/31/2023 |
Alpha Cubed Investments LLC | 538 | $388 | 03/31/2024 |
URI | 538 | $388 | 03/31/2024 |
LGT Fund Management Co Ltd. | 670 | $388 | 12/31/2023 |
URI | 670 | $388 | 12/31/2023 |
NorthRock Partners LLC | 672 | $385 | 12/31/2023 |
URI | 672 | $385 | 12/31/2023 |
Financial Partners Group Inc | 671 | $385 | 12/31/2023 |
URI | 671 | $385 | 12/31/2023 |
Heritage Wealth Advisors | 663 | $380 | 12/31/2023 |
URI | 663 | $380 | 12/31/2023 |
Torray LLC | 660 | $378 | 12/31/2023 |
URI | 660 | $378 | 12/31/2023 |
Parsons Capital Management Inc. RI | 515 | $371 | 03/31/2024 |
URI | 515 | $371 | 03/31/2024 |
Gerber Kawasaki Wealth & Investment Management | 646 | $370 | 12/31/2023 |
URI | 646 | $370 | 12/31/2023 |
Conning Inc. | 512 | $369 | 03/31/2024 |
URI | 512 | $369 | 03/31/2024 |
Walden Wealth Partners LLC | 532 | $369 | 03/31/2024 |
URI | 532 | $369 | 03/31/2024 |
First National Trust Co | 511 | $368 | 03/31/2024 |
URI | 511 | $368 | 03/31/2024 |
First Horizon Advisors Inc. | 511 | $368 | 03/31/2024 |
URI | 511 | $368 | 03/31/2024 |
CX Institutional | 509 | $367 | 03/31/2024 |
URI | 509 | $367 | 03/31/2024 |
Sontag Advisory LLC | 636 | $365 | 12/31/2023 |
URI | 636 | $365 | 12/31/2023 |
UniSuper Management Pty Ltd | 634 | $364 | 12/31/2023 |
URI | 634 | $364 | 12/31/2023 |
Salem Investment Counselors Inc. | 504 | $363 | 03/31/2024 |
URI | 504 | $363 | 03/31/2024 |
Neville Rodie & Shaw Inc. | 500 | $361 | 03/31/2024 |
URI | 500 | $361 | 03/31/2024 |
Deltec Asset Management LLC | 500 | $361 | 03/31/2024 |
URI | 500 | $361 | 03/31/2024 |
Wellington Shields Capital Management LLC | 500 | $361 | 03/31/2024 |
URI | 500 | $361 | 03/31/2024 |
Murphy Pohlad Asset Management LLC | 500 | $361 | 03/31/2024 |
URI | 500 | $361 | 03/31/2024 |
Aries Wealth Management | 500 | $361 | 03/31/2024 |
URI | 500 | $361 | 03/31/2024 |
Arete Wealth Advisors LLC | 627 | $360 | 12/31/2023 |
URI | 627 | $360 | 12/31/2023 |
FORA Capital LLC | 495 | $357 | 03/31/2024 |
URI | 495 | $357 | 03/31/2024 |
NBT Bank N A NY | 494 | $356 | 03/31/2024 |
URI | 494 | $356 | 03/31/2024 |
Beacon Investment Advisory Services Inc. | 620 | $356 | 12/31/2023 |
URI | 620 | $356 | 12/31/2023 |
Tennessee Valley Asset Management Partners | 490 | $353 | 03/31/2024 |
URI | 490 | $353 | 03/31/2024 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 615 | $353 | 12/31/2023 |
URI | 615 | $353 | 12/31/2023 |
Steele Capital Management Inc. | 485 | $350 | 03/31/2024 |
URI | 485 | $350 | 03/31/2024 |
Householder Group Estate & Retirement Specialist LLC | 484 | $349 | 03/31/2024 |
URI | 484 | $349 | 03/31/2024 |
Elgethun Capital Management | 608 | $349 | 12/31/2023 |
URI | 608 | $349 | 12/31/2023 |
Range Financial Group LLC | 478 | $345 | 03/31/2024 |
URI | 478 | $345 | 03/31/2024 |
FUKOKU MUTUAL LIFE INSURANCE Co | 600 | $344 | 12/31/2023 |
URI | 600 | $344 | 12/31/2023 |
Green Square Capital Advisors LLC | 600 | $344 | 12/31/2023 |
URI | 600 | $344 | 12/31/2023 |
Mairs & Power Inc. | 595 | $341 | 12/31/2023 |
URI | 595 | $341 | 12/31/2023 |
Mosaic Family Wealth Partners LLC | 595 | $341 | 12/31/2023 |
URI | 595 | $341 | 12/31/2023 |
Transcend Wealth Collective LLC | 461 | $333 | 03/31/2024 |
URI | 461 | $333 | 03/31/2024 |
BSW Wealth Partners | 461 | $332 | 03/31/2024 |
URI | 461 | $332 | 03/31/2024 |
Pinnacle Wealth Planning Services Inc. | 576 | $330 | 12/31/2023 |
URI | 576 | $330 | 12/31/2023 |
Smith Chas P & Associates PA Cpas | 456 | $329 | 03/31/2024 |
URI | 456 | $329 | 03/31/2024 |
Resources Management Corp CT ADV | 573 | $329 | 12/31/2023 |
URI | 573 | $329 | 12/31/2023 |
Evercore Wealth Management LLC | 573 | $329 | 12/31/2023 |
URI | 573 | $329 | 12/31/2023 |
Arcus Capital Partners LLC | 455 | $328 | 03/31/2024 |
URI | 455 | $328 | 03/31/2024 |
Mirabella Financial Services LLP | 568 | $326 | 12/31/2023 |
URI | 568 | $326 | 12/31/2023 |
Verdence Capital Advisors LLC | 451 | $325 | 03/31/2024 |
URI | 451 | $325 | 03/31/2024 |
Terra Nova Asset Management LLC | 450 | $324 | 03/31/2024 |
URI | 450 | $324 | 03/31/2024 |
Resonant Capital Advisors LLC | 448 | $323 | 03/31/2024 |
URI | 448 | $323 | 03/31/2024 |
Americana Partners LLC | 563 | $323 | 12/31/2023 |
URI | 563 | $323 | 12/31/2023 |
Integrated Investment Consultants LLC | 447 | $322 | 03/31/2024 |
URI | 447 | $322 | 03/31/2024 |
Claro Advisors LLC | 445 | $321 | 03/31/2024 |
URI | 445 | $321 | 03/31/2024 |
Altshuler Shaham Ltd | 559 | $321 | 12/31/2023 |
URI | 559 | $321 | 12/31/2023 |
Golden State Equity Partners | 559 | $321 | 12/31/2023 |
URI | 559 | $321 | 12/31/2023 |
Point72 Europe London LLP | 554 | $318 | 12/31/2023 |
URI | 554 | $318 | 12/31/2023 |
PDS Planning Inc | 435 | $314 | 03/31/2024 |
URI | 435 | $314 | 03/31/2024 |
DeDora Capital Inc. | 435 | $314 | 03/31/2024 |
URI | 435 | $314 | 03/31/2024 |
BKM Wealth Management LLC | 436 | $314 | 03/31/2024 |
URI | 436 | $314 | 03/31/2024 |
Ascent Wealth Partners LLC | 434 | $313 | 03/31/2024 |
URI | 434 | $313 | 03/31/2024 |
Quantum Financial Advisors LLC | 434 | $313 | 03/31/2024 |
URI | 434 | $313 | 03/31/2024 |
Alpha DNA Investment Management LLC | 546 | $313 | 12/31/2023 |
URI | 546 | $313 | 12/31/2023 |
Burford Brothers Inc. | 546 | $313 | 12/31/2023 |
URI | 546 | $313 | 12/31/2023 |
Norden Group LLC | 432 | $312 | 03/31/2024 |
URI | 432 | $312 | 03/31/2024 |
Fox Hill Wealth Management | 433 | $312 | 03/31/2024 |
URI | 433 | $312 | 03/31/2024 |
Harbor Investment Advisory LLC | 430 | $310 | 03/31/2024 |
URI | 430 | $310 | 03/31/2024 |
UNIVEST FINANCIAL Corp | 540 | $310 | 12/31/2023 |
URI | 540 | $310 | 12/31/2023 |
Belpointe Asset Management LLC | 539 | $309 | 12/31/2023 |
URI | 539 | $309 | 12/31/2023 |
Essex Financial Services Inc. | 427 | $308 | 03/31/2024 |
URI | 427 | $308 | 03/31/2024 |
Sargent Investment Group LLC | 538 | $308 | 12/31/2023 |
URI | 538 | $308 | 12/31/2023 |
Beck Bode LLC | 535 | $307 | 12/31/2023 |
URI | 535 | $307 | 12/31/2023 |
AlphaCentric Advisors LLC | 425 | $306 | 03/31/2024 |
URI | 425 | $306 | 03/31/2024 |
Everhart Financial Group Inc. | 532 | $305 | 12/31/2023 |
URI | 532 | $305 | 12/31/2023 |
Gateway Advisory LLC | 530 | $304 | 12/31/2023 |
URI | 530 | $304 | 12/31/2023 |
Wealth Alliance | 528 | $303 | 12/31/2023 |
URI | 528 | $303 | 12/31/2023 |
Dorsey & Whitney Trust CO LLC | 527 | $302 | 12/31/2023 |
URI | 527 | $302 | 12/31/2023 |
Resources Investment Advisors LLC. | 526 | $302 | 12/31/2023 |
URI | 526 | $302 | 12/31/2023 |
Guardian Wealth Advisors LLC NC | 527 | $302 | 12/31/2023 |
URI | 527 | $302 | 12/31/2023 |
Opal Wealth Advisors LLC | 418 | $301 | 03/31/2024 |
URI | 418 | $301 | 03/31/2024 |
Capital Advisors Ltd. LLC | 416 | $300 | 03/31/2024 |
URI | 416 | $300 | 03/31/2024 |
Stratos Wealth Advisors LLC | 415 | $299 | 03/31/2024 |
URI | 415 | $299 | 03/31/2024 |
Kovitz Investment Group Partners LLC | 520 | $298 | 12/31/2023 |
URI | 520 | $298 | 12/31/2023 |
ORBA Wealth Advisors L.L.C. | 410 | $296 | 03/31/2024 |
URI | 410 | $296 | 03/31/2024 |
Watershed Asset Management L.L.C. | 517 | $296 | 12/31/2023 |
URI | 517 | $296 | 12/31/2023 |
Moss Adams Wealth Advisors LLC | 516 | $296 | 12/31/2023 |
URI | 516 | $296 | 12/31/2023 |
Mutual Advisors LLC | 410 | $295 | 03/31/2024 |
URI | 410 | $295 | 03/31/2024 |
Fountainhead AM LLC | 408 | $294 | 03/31/2024 |
URI | 408 | $294 | 03/31/2024 |
Brave Asset Management Inc. | 403 | $291 | 03/31/2024 |
URI | 403 | $291 | 03/31/2024 |
BOS Asset Management LLC | 508 | $291 | 12/31/2023 |
URI | 508 | $291 | 12/31/2023 |
Abacus Planning Group Inc. | 402 | $290 | 03/31/2024 |
URI | 402 | $290 | 03/31/2024 |
Quadrant Capital Group LLC | 506 | $290 | 12/31/2023 |
URI | 506 | $290 | 12/31/2023 |
Kraft Davis & Associates LLC | 454 | $289 | 12/31/2023 |
URI | 454 | $289 | 12/31/2023 |
Sandhill Capital Partners LLC | 502 | $288 | 12/31/2023 |
URI | 502 | $288 | 12/31/2023 |
Harvest Fund Management Co. Ltd | 502 | $288 | 12/31/2023 |
URI | 502 | $288 | 12/31/2023 |
Fayez Sarofim & Co | 500 | $287 | 12/31/2023 |
URI | 500 | $287 | 12/31/2023 |
CSS LLC IL | 500 | $287 | 12/31/2023 |
URI | 500 | $287 | 12/31/2023 |
Accent Capital Management LLC | 500 | $287 | 12/31/2023 |
URI | 500 | $287 | 12/31/2023 |
Leavell Investment Management Inc. | 395 | $285 | 03/31/2024 |
URI | 395 | $285 | 03/31/2024 |
Campion Asset Management LLC | 495 | $284 | 12/31/2023 |
URI | 495 | $284 | 12/31/2023 |
Hills Bank & Trust Co | 490 | $281 | 12/31/2023 |
URI | 490 | $281 | 12/31/2023 |
Armistice Capital LLC | 490 | $281 | 12/31/2023 |
URI | 490 | $281 | 12/31/2023 |
Precision Wealth Strategies LLC | 386 | $278 | 03/31/2024 |
URI | 386 | $278 | 03/31/2024 |
Investors Asset Management of Georgia Inc. GA ADV | 383 | $276 | 03/31/2024 |
URI | 383 | $276 | 03/31/2024 |
Mach 1 Financial Group Inc. | 477 | $274 | 12/31/2023 |
URI | 477 | $274 | 12/31/2023 |
Coastal Investment Advisors Inc. | 374 | $269 | 03/31/2024 |
URI | 374 | $269 | 03/31/2024 |
Center For Asset Management LLC | 371 | $268 | 03/31/2024 |
URI | 371 | $268 | 03/31/2024 |
Five Oceans Advisors | 372 | $268 | 03/31/2024 |
URI | 372 | $268 | 03/31/2024 |
Greytown Advisors Inc. | 467 | $268 | 12/31/2023 |
URI | 467 | $268 | 12/31/2023 |
Chicago Partners Investment Group LLC | 400 | $265 | 03/31/2024 |
URI | 400 | $265 | 03/31/2024 |
Lake Street Financial LLC | 368 | $265 | 03/31/2024 |
URI | 368 | $265 | 03/31/2024 |
Cascade Investment Group Inc. | 460 | $264 | 12/31/2023 |
URI | 460 | $264 | 12/31/2023 |
Gryphon Financial Partners LLC | 366 | $263 | 03/31/2024 |
URI | 366 | $263 | 03/31/2024 |
Rehmann Capital Advisory Group | 364 | $262 | 03/31/2024 |
URI | 364 | $262 | 03/31/2024 |
Magnus Financial Group LLC | 361 | $261 | 03/31/2024 |
URI | 361 | $261 | 03/31/2024 |
Evergreen Capital Management LLC | 452 | $259 | 12/31/2023 |
URI | 452 | $259 | 12/31/2023 |
Plancorp LLC | 451 | $259 | 12/31/2023 |
URI | 451 | $259 | 12/31/2023 |
First County Bank CT | 450 | $258 | 12/31/2023 |
URI | 450 | $258 | 12/31/2023 |
Darden Wealth Group Inc | 450 | $258 | 12/31/2023 |
URI | 450 | $258 | 12/31/2023 |
Elmwood Wealth Management Inc. | 448 | $257 | 12/31/2023 |
URI | 448 | $257 | 12/31/2023 |
Benchmark Investment Advisors LLC | 446 | $256 | 12/31/2023 |
URI | 446 | $256 | 12/31/2023 |
Wesbanco Bank Inc. | 353 | $255 | 03/31/2024 |
URI | 353 | $255 | 03/31/2024 |
Aaron Wealth Advisors | 354 | $255 | 03/31/2024 |
URI | 354 | $255 | 03/31/2024 |
Moody National Bank Trust Division | 352 | $254 | 03/31/2024 |
URI | 352 | $254 | 03/31/2024 |
Werba Rubin Papier Wealth Management | 347 | $250 | 03/31/2024 |
URI | 347 | $250 | 03/31/2024 |
Skopos Labs Inc. | 435 | $249 | 12/31/2023 |
URI | 435 | $249 | 12/31/2023 |
Courier Capital LLC | 342 | $247 | 03/31/2024 |
URI | 342 | $247 | 03/31/2024 |
Smartleaf Asset Management LLC | 339 | $244 | 03/31/2024 |
URI | 339 | $244 | 03/31/2024 |
BlueChip Wealth Advisors LLC | 337 | $243 | 03/31/2024 |
URI | 337 | $243 | 03/31/2024 |
GSA Capital Partners LLP | 335 | $242 | 03/31/2024 |
URI | 335 | $242 | 03/31/2024 |
First Dallas Securities Inc. | 335 | $242 | 03/31/2024 |
URI | 335 | $242 | 03/31/2024 |
Isthmus Partners LLC | 420 | $241 | 12/31/2023 |
URI | 420 | $241 | 12/31/2023 |
Joel Isaacson & Co. LLC | 333 | $240 | 03/31/2024 |
URI | 333 | $240 | 03/31/2024 |
Quent Capital LLC | 332 | $240 | 03/31/2024 |
URI | 332 | $240 | 03/31/2024 |
Desjardins Global Asset Management Inc. | 418 | $240 | 12/31/2023 |
URI | 418 | $240 | 12/31/2023 |
HBK Sorce Advisory LLC | 418 | $239 | 12/31/2023 |
URI | 418 | $239 | 12/31/2023 |
Avalon Trust Co | 415 | $238 | 12/31/2023 |
URI | 415 | $238 | 12/31/2023 |
Mayflower Financial Advisors LLC | 326 | $235 | 03/31/2024 |
URI | 326 | $235 | 03/31/2024 |
Perfromance Wealth Partners LLC | 325 | $234 | 03/31/2024 |
URI | 325 | $234 | 03/31/2024 |
Concurrent Investment Advisors LLC | 403 | $231 | 12/31/2023 |
URI | 403 | $231 | 12/31/2023 |
Seascape Capital Management | 319 | $230 | 03/31/2024 |
URI | 319 | $230 | 03/31/2024 |
Shelton Capital Management | 401 | $230 | 12/31/2023 |
URI | 401 | $230 | 12/31/2023 |
ORG Partners LLC | 400 | $230 | 12/31/2023 |
URI | 400 | $230 | 12/31/2023 |
Twin Capital Management Inc. | 396 | $227 | 12/31/2023 |
URI | 396 | $227 | 12/31/2023 |
Callan Family Office LLC | 396 | $227 | 12/31/2023 |
URI | 396 | $227 | 12/31/2023 |
CLARET ASSET MANAGEMENT Corp | 314 | $226 | 03/31/2024 |
URI | 314 | $226 | 03/31/2024 |
Highview Capital Management LLC DE | 314 | $226 | 03/31/2024 |
URI | 314 | $226 | 03/31/2024 |
Journey Strategic Wealth LLC | 393 | $225 | 12/31/2023 |
URI | 393 | $225 | 12/31/2023 |
Drive Wealth Management LLC | 310 | $224 | 03/31/2024 |
URI | 310 | $224 | 03/31/2024 |
Empower Advisory Group LLC | 311 | $224 | 03/31/2024 |
URI | 311 | $224 | 03/31/2024 |
Rathbone Brothers plc | 391 | $224 | 12/31/2023 |
URI | 391 | $224 | 12/31/2023 |
Capital Analysts LLC | 391 | $224 | 12/31/2023 |
URI | 391 | $224 | 12/31/2023 |
Eisler Capital UK Ltd. | 390 | $224 | 12/31/2023 |
URI | 390 | $224 | 12/31/2023 |
Connectus Wealth LLC | 388 | $223 | 12/31/2023 |
URI | 388 | $223 | 12/31/2023 |
Adamsbrown Wealth Consultants LLC | 308 | $222 | 03/31/2024 |
URI | 308 | $222 | 03/31/2024 |
TCI Wealth Advisors Inc. | 386 | $221 | 12/31/2023 |
URI | 386 | $221 | 12/31/2023 |
David Loasby | 408 | $221 | 12/31/2023 |
URI | 408 | $221 | 12/31/2023 |
One Wealth Advisors LLC | 302 | $218 | 03/31/2024 |
URI | 302 | $218 | 03/31/2024 |
Balyasny Asset Management LLC | 381 | $218 | 12/31/2023 |
URI | 381 | $218 | 12/31/2023 |
Farmers & Merchants Investments Inc. | 300 | $216 | 03/31/2024 |
URI | 300 | $216 | 03/31/2024 |
Cutter & CO Brokerage Inc. | 300 | $216 | 03/31/2024 |
URI | 300 | $216 | 03/31/2024 |
Larson Financial Group LLC | 300 | $216 | 03/31/2024 |
URI | 300 | $216 | 03/31/2024 |
MorganRosel Wealth Management LLC | 300 | $216 | 03/31/2024 |
URI | 300 | $216 | 03/31/2024 |
Strategic Blueprint LLC | 292 | $211 | 03/31/2024 |
URI | 292 | $211 | 03/31/2024 |
Regent Peak Wealth Advisors LLC | 291 | $210 | 03/31/2024 |
URI | 291 | $210 | 03/31/2024 |
Forbes J M & Co. LLP | 290 | $209 | 03/31/2024 |
URI | 290 | $209 | 03/31/2024 |
Capital Asset Advisory Services LLC | 295 | $209 | 03/31/2024 |
URI | 295 | $209 | 03/31/2024 |
Anchor Investment Management LLC | 364 | $209 | 12/31/2023 |
URI | 364 | $209 | 12/31/2023 |
Fluent Financial LLC | 289 | $208 | 03/31/2024 |
URI | 289 | $208 | 03/31/2024 |
Bartlett & Co. LLC | 360 | $208 | 12/31/2023 |
URI | 360 | $208 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 360 | $208 | 12/31/2023 |
URI | 360 | $208 | 12/31/2023 |
Great Diamond Partners LLC | 360 | $206 | 12/31/2023 |
URI | 360 | $206 | 12/31/2023 |
GPS Wealth Strategies Group LLC | 284 | $205 | 03/31/2024 |
URI | 284 | $205 | 03/31/2024 |
JNB Advisors LLC | 284 | $205 | 03/31/2024 |
URI | 284 | $205 | 03/31/2024 |
Sentry Investment Management LLC | 358 | $205 | 12/31/2023 |
URI | 358 | $205 | 12/31/2023 |
Morningstar Investment Services LLC | 352 | $204 | 12/31/2023 |
URI | 352 | $204 | 12/31/2023 |
Allen Capital Group LLC | 279 | $201 | 03/31/2024 |
URI | 279 | $201 | 03/31/2024 |
Brighton Jones LLC | 349 | $200 | 12/31/2023 |
URI | 349 | $200 | 12/31/2023 |
Huntington National Bank | 275 | $198 | 03/31/2024 |
URI | 275 | $198 | 03/31/2024 |
LFA Lugano Financial Advisors SA | 271 | $195 | 03/31/2024 |
URI | 271 | $195 | 03/31/2024 |
Global Retirement Partners LLC | 270 | $195 | 03/31/2024 |
URI | 270 | $195 | 03/31/2024 |
Farther Finance Advisors LLC | 329 | $189 | 12/31/2023 |
URI | 329 | $189 | 12/31/2023 |
Gleason Group Inc. | 254 | $183 | 03/31/2024 |
URI | 254 | $183 | 03/31/2024 |
ST Germain D J Co. Inc. | 253 | $182 | 03/31/2024 |
URI | 253 | $182 | 03/31/2024 |
GeoWealth Management LLC | 316 | $181 | 12/31/2023 |
URI | 316 | $181 | 12/31/2023 |
Optimum Investment Advisors | 250 | $180 | 03/31/2024 |
URI | 250 | $180 | 03/31/2024 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 240 | $173 | 03/31/2024 |
URI | 240 | $173 | 03/31/2024 |
Prestige Wealth Management Group LLC | 240 | $173 | 03/31/2024 |
URI | 240 | $173 | 03/31/2024 |
Empire Life Investments Inc. | 233 | $168 | 03/31/2024 |
URI | 233 | $168 | 03/31/2024 |
Proequities Inc. | $166 | 03/31/2024 | |
URI | 230 | $166 | 03/31/2024 |
Put | 0 | $0 | 03/31/2024 |
Call | 0 | $0 | 03/31/2024 |
Creative Financial Designs Inc. ADV | 219 | $158 | 03/31/2024 |
URI | 219 | $158 | 03/31/2024 |
United Community Bank | 215 | $155 | 03/31/2024 |
URI | 215 | $155 | 03/31/2024 |
Alta Advisers Ltd | 200 | $144 | 03/31/2024 |
URI | 200 | $144 | 03/31/2024 |
Mark Sheptoff Financial Planning LLC | 250 | $143 | 12/31/2023 |
URI | 250 | $143 | 12/31/2023 |
Cetera Trust Company N.A | 246 | $141 | 12/31/2023 |
URI | 246 | $141 | 12/31/2023 |
Massmutual Trust Co. FSB ADV | 192 | $138 | 03/31/2024 |
URI | 192 | $138 | 03/31/2024 |
First Manhattan Co. | 230 | $132 | 12/31/2023 |
URI | 230 | $132 | 12/31/2023 |
Disciplina Capital Management LLC | 231 | $132 | 12/31/2023 |
URI | 231 | $132 | 12/31/2023 |
Ronald Blue Trust Inc. | 162 | $117 | 03/31/2024 |
URI | 162 | $117 | 03/31/2024 |
Icon Wealth Advisors LLC | 201 | $115 | 12/31/2023 |
URI | 201 | $115 | 12/31/2023 |
Webster Bank N. A. | 150 | $108 | 03/31/2024 |
URI | 150 | $108 | 03/31/2024 |
Westpac Banking Corp | 163 | $93 | 12/31/2023 |
URI | 163 | $93 | 12/31/2023 |
Dividend Assets Capital LLC | 163 | $93 | 12/31/2023 |
URI | 163 | $93 | 12/31/2023 |
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH | 126 | $91 | 03/31/2024 |
URI | 126 | $91 | 03/31/2024 |
E Fund Management Hong Kong Co. Ltd. | 125 | $90 | 03/31/2024 |
URI | 125 | $90 | 03/31/2024 |
JFS Wealth Advisors LLC | 118 | $85 | 03/31/2024 |
URI | 118 | $85 | 03/31/2024 |
Ancora Advisors LLC | 147 | $84 | 12/31/2023 |
URI | 147 | $84 | 12/31/2023 |
Wellington Shields & Co. LLC | 107 | $77 | 03/31/2024 |
URI | 107 | $77 | 03/31/2024 |
WASHINGTON TRUST Co | 105 | $76 | 03/31/2024 |
URI | 105 | $76 | 03/31/2024 |
Beacon Capital Management LLC | 130 | $75 | 12/31/2023 |
URI | 130 | $75 | 12/31/2023 |
Ritter Daniher Financial Advisory LLC DE | 125 | $72 | 12/31/2023 |
URI | 125 | $72 | 12/31/2023 |
EverSource Wealth Advisors LLC | 116 | $67 | 12/31/2023 |
URI | 116 | $67 | 12/31/2023 |
Eagle Bay Advisors LLC | 109 | $63 | 12/31/2023 |
URI | 109 | $63 | 12/31/2023 |
Bangor Savings Bank | 86 | $62 | 03/31/2024 |
URI | 86 | $62 | 03/31/2024 |
Manchester Capital Management LLC | 108 | $62 | 12/31/2023 |
URI | 108 | $62 | 12/31/2023 |
Delta Asset Management LLC TN | 100 | $57 | 12/31/2023 |
URI | 100 | $57 | 12/31/2023 |
Tortoise Investment Management LLC | 100 | $57 | 12/31/2023 |
URI | 100 | $57 | 12/31/2023 |
Colonial Trust Co SC | 99 | $57 | 12/31/2023 |
URI | 99 | $57 | 12/31/2023 |
Impact Partnership Wealth LLC | 100 | $57 | 12/31/2023 |
URI | 100 | $57 | 12/31/2023 |
General Partner Inc. | 77 | $56 | 03/31/2024 |
URI | 77 | $56 | 03/31/2024 |
Park Place Capital Corp | 77 | $56 | 03/31/2024 |
URI | 77 | $56 | 03/31/2024 |
Annis Gardner Whiting Capital Advisors LLC | 97 | $56 | 12/31/2023 |
URI | 97 | $56 | 12/31/2023 |
IAG Wealth Partners LLC | 75 | $54 | 03/31/2024 |
URI | 75 | $54 | 03/31/2024 |
Arlington Trust Co LLC | 75 | $54 | 03/31/2024 |
URI | 75 | $54 | 03/31/2024 |
Pineridge Advisors LLC | 91 | $52 | 12/31/2023 |
URI | 91 | $52 | 12/31/2023 |
Ogorek Anthony Joseph NY ADV | 72 | $51 | 03/31/2024 |
URI | 72 | $51 | 03/31/2024 |
Silicon Valley Capital Partners | 71 | $51 | 03/31/2024 |
URI | 71 | $51 | 03/31/2024 |
Jackson Grant Investment Advisers Inc. | 89 | $51 | 12/31/2023 |
URI | 89 | $51 | 12/31/2023 |
Resurgent Financial Advisors LLC | 89 | $51 | 12/31/2023 |
URI | 89 | $51 | 12/31/2023 |
St. Johns Investment Management Company LLC | 70 | $50 | 03/31/2024 |
URI | 70 | $50 | 03/31/2024 |
DHJJ Financial Advisors Ltd. | 70 | $50 | 03/31/2024 |
URI | 70 | $50 | 03/31/2024 |
Byrne Asset Management LLC | 67 | $48 | 03/31/2024 |
URI | 67 | $48 | 03/31/2024 |
Retirement Group LLC | 65 | $47 | 03/31/2024 |
URI | 65 | $47 | 03/31/2024 |
NBC Securities Inc. | 65 | $46 | 03/31/2024 |
URI | 65 | $46 | 03/31/2024 |
Knott David M Jr | 78 | $45 | 12/31/2023 |
URI | 78 | $45 | 12/31/2023 |
MCF Advisors LLC | 60 | $43 | 03/31/2024 |
URI | 60 | $43 | 03/31/2024 |
Center for Financial Planning Inc. | 60 | $43 | 03/31/2024 |
URI | 60 | $43 | 03/31/2024 |
Register Financial Advisors LLC | 60 | $43 | 03/31/2024 |
URI | 60 | $43 | 03/31/2024 |
Private Wealth Management Group LLC | 60 | $43 | 03/31/2024 |
URI | 60 | $43 | 03/31/2024 |
Deseret Mutual Benefit Administrators | 70 | $40 | 12/31/2023 |
URI | 70 | $40 | 12/31/2023 |
Twin Lakes Capital Management LLC | 67 | $38 | 12/31/2023 |
URI | 67 | $38 | 12/31/2023 |
Live Oak Investment Partners | 65 | $37 | 12/31/2023 |
URI | 65 | $37 | 12/31/2023 |
Asset Dedication LLC | 50 | $36 | 03/31/2024 |
URI | 50 | $36 | 03/31/2024 |
PFS Partners LLC | 50 | $36 | 03/31/2024 |
URI | 50 | $36 | 03/31/2024 |
Verition Fund Management LLC | $36 | 12/31/2023 | |
URI | 462 | $265 | 12/31/2023 |
Put | 400 | $229 | 12/31/2023 |
Baystate Wealth Management LLC | 62 | $36 | 12/31/2023 |
URI | 62 | $36 | 12/31/2023 |
Quarry LP | 63 | $36 | 12/31/2023 |
URI | 63 | $36 | 12/31/2023 |
OFI Invest Asset Management | 53 | $35 | 03/31/2024 |
URI | 53 | $35 | 03/31/2024 |
Rakuten Securities Inc. | 48 | $35 | 03/31/2024 |
URI | 48 | $35 | 03/31/2024 |
Davis Capital Management | 48 | $34 | 03/31/2024 |
URI | 48 | $34 | 03/31/2024 |
Brown Brothers Harriman & Co. | 58 | $33 | 12/31/2023 |
URI | 58 | $33 | 12/31/2023 |
Covestor Ltd | 54 | $32 | 12/31/2023 |
URI | 54 | $32 | 12/31/2023 |
Riverview Trust Co | 43 | $31 | 03/31/2024 |
URI | 43 | $31 | 03/31/2024 |
Rise Advisors LLC | 39 | $28 | 03/31/2024 |
URI | 39 | $28 | 03/31/2024 |
Your Advocates Ltd. LLP | 37 | $27 | 03/31/2024 |
URI | 37 | $27 | 03/31/2024 |
Zions Bancorporation N.A. | 45 | $26 | 12/31/2023 |
URI | 45 | $26 | 12/31/2023 |
First Financialcorp IN | 34 | $25 | 03/31/2024 |
URI | 34 | $25 | 03/31/2024 |
Bruce G. Allen Investments LLC | 35 | $25 | 03/31/2024 |
URI | 35 | $25 | 03/31/2024 |
Evergreen Private Wealth LLC | 35 | $25 | 03/31/2024 |
URI | 35 | $25 | 03/31/2024 |
Laurel Wealth Advisors LLC | 40 | $23 | 12/31/2023 |
URI | 40 | $23 | 12/31/2023 |
Bell Investment Advisors Inc | 38 | $22 | 12/31/2023 |
URI | 38 | $22 | 12/31/2023 |
Foster Dykema Cabot & Partners LLC | 39 | $22 | 12/31/2023 |
URI | 39 | $22 | 12/31/2023 |
Carmichael Hill & Associates Inc. | 25 | $18 | 03/31/2024 |
URI | 25 | $18 | 03/31/2024 |
Pinnacle Bank | 24 | $17 | 03/31/2024 |
URI | 24 | $17 | 03/31/2024 |
Jones Financial Companies Lllp | 29 | $17 | 12/31/2023 |
URI | 29 | $17 | 12/31/2023 |
Abich Financial Wealth Management LLC | 30 | $17 | 12/31/2023 |
URI | 30 | $17 | 12/31/2023 |
Tsfg LLC | 22 | $16 | 03/31/2024 |
URI | 22 | $16 | 03/31/2024 |
Caldwell Sutter Capital Inc. | 21 | $15 | 03/31/2024 |
URI | 21 | $15 | 03/31/2024 |
AdvisorNet Financial Inc | 21 | $15 | 03/31/2024 |
URI | 21 | $15 | 03/31/2024 |
MV Capital Management Inc. | 21 | $15 | 03/31/2024 |
URI | 21 | $15 | 03/31/2024 |
GW&K Investment Management LLC | 27 | $15 | 12/31/2023 |
URI | 27 | $15 | 12/31/2023 |
Distillate Capital Partners LLC | 27 | $15 | 12/31/2023 |
URI | 27 | $15 | 12/31/2023 |
Harel Insurance Investments & Financial Services Ltd. | 20 | $14 | 03/31/2024 |
URI | 20 | $14 | 03/31/2024 |
Nemes Rush Group LLC | 25 | $14 | 12/31/2023 |
URI | 25 | $14 | 12/31/2023 |
SJS Investment Consulting Inc. | 18 | $13 | 03/31/2024 |
URI | 18 | $13 | 03/31/2024 |
Castleview Partners LLC | 22 | $13 | 12/31/2023 |
URI | 22 | $13 | 12/31/2023 |
Long Island Wealth Management Inc. | 23 | $13 | 12/31/2023 |
URI | 23 | $13 | 12/31/2023 |
Hexagon Capital Partners LLC | 16 | $12 | 03/31/2024 |
URI | 16 | $12 | 03/31/2024 |
Wetzel Investment Advisors Inc. | 15 | $11 | 03/31/2024 |
URI | 15 | $11 | 03/31/2024 |
RFP Financial Group LLC | 19 | $11 | 12/31/2023 |
URI | 19 | $11 | 12/31/2023 |
Valley National Advisers Inc. | 14 | $10 | 03/31/2024 |
URI | 14 | $10 | 03/31/2024 |
Aspire Private Capital LLC | 14 | $10 | 03/31/2024 |
URI | 14 | $10 | 03/31/2024 |
SRS Capital Advisors Inc. | 18 | $10 | 12/31/2023 |
URI | 18 | $10 | 12/31/2023 |
Loomis Sayles & Co. L P | 15 | $9 | 12/31/2023 |
URI | 15 | $9 | 12/31/2023 |
HHM Wealth Advisors LLC | 15 | $9 | 12/31/2023 |
URI | 15 | $9 | 12/31/2023 |
Raleigh Capital Management Inc. | 14 | $8 | 12/31/2023 |
URI | 14 | $8 | 12/31/2023 |
BOK Financial Private Wealth Inc. | 10 | $7 | 03/31/2024 |
URI | 10 | $7 | 03/31/2024 |
Redmont Wealth Advisors LLC | 10 | $7 | 03/31/2024 |
URI | 10 | $7 | 03/31/2024 |
DiNuzzo Private Wealth Inc. | 12 | $7 | 12/31/2023 |
URI | 12 | $7 | 12/31/2023 |
Frazier Financial Advisors LLC | 12 | $7 | 12/31/2023 |
URI | 12 | $7 | 12/31/2023 |
Trust Co. of Vermont | 9 | $6 | 03/31/2024 |
URI | 9 | $6 | 03/31/2024 |
Financial Management Professionals Inc. | 8 | $6 | 03/31/2024 |
URI | 8 | $6 | 03/31/2024 |
Ulland Investment Advisors LLC | 9 | $6 | 03/31/2024 |
URI | 9 | $6 | 03/31/2024 |
Fortitude Family Office LLC | 8 | $6 | 03/31/2024 |
URI | 8 | $6 | 03/31/2024 |
Colonial Trust Advisors | 11 | $6 | 12/31/2023 |
URI | 11 | $6 | 12/31/2023 |
Oliver Lagore Vanvalin Investment Group | 11 | $6 | 12/31/2023 |
URI | 11 | $6 | 12/31/2023 |
Versant Capital Management Inc | 7 | $5 | 03/31/2024 |
URI | 7 | $5 | 03/31/2024 |
Kayne Anderson Rudnick Investment Management LLC | 8 | $5 | 12/31/2023 |
URI | 8 | $5 | 12/31/2023 |
Lee Financial Co | 8 | $5 | 12/31/2023 |
URI | 8 | $5 | 12/31/2023 |
Sound Income Strategies LLC | 5 | $4 | 03/31/2024 |
URI | 5 | $4 | 03/31/2024 |
Avion Wealth | 6 | $4 | 03/31/2024 |
URI | 6 | $4 | 03/31/2024 |
Jamison Private Wealth Management Inc. | 6 | $4 | 03/31/2024 |
URI | 6 | $4 | 03/31/2024 |
Valued Wealth Advisors LLC | 5 | $4 | 03/31/2024 |
URI | 5 | $4 | 03/31/2024 |
North Star Investment Management Corp. | 4 | $3 | 03/31/2024 |
URI | 4 | $3 | 03/31/2024 |
JJJ Advisors Inc. | 4 | $3 | 03/31/2024 |
URI | 4 | $3 | 03/31/2024 |
Salomon & Ludwin LLC | 4 | $3 | 03/31/2024 |
URI | 4 | $3 | 03/31/2024 |
TFC Financial Management | 4 | $3 | 03/31/2024 |
URI | 4 | $3 | 03/31/2024 |
Richardson Financial Services Inc. | 4 | $3 | 03/31/2024 |
URI | 4 | $3 | 03/31/2024 |
Motco | 5 | $3 | 12/31/2023 |
URI | 5 | $3 | 12/31/2023 |
Beaird Harris Wealth Management LLC | 6 | $3 | 12/31/2023 |
URI | 6 | $3 | 12/31/2023 |
Cape Investment Advisory Inc. | 5 | $3 | 12/31/2023 |
URI | 5 | $3 | 12/31/2023 |
ICA Group Wealth Management LLC | 5 | $3 | 12/31/2023 |
URI | 5 | $3 | 12/31/2023 |
Dunhill Financial LLC | 6 | $3 | 12/31/2023 |
URI | 6 | $3 | 12/31/2023 |
Aspect Partners LLC | 5 | $3 | 12/31/2023 |
URI | 5 | $3 | 12/31/2023 |
ClariVest Asset Management LLC | 4 | $2 | 12/31/2023 |
URI | 4 | $2 | 12/31/2023 |
Plante Moran Financial Advisors LLC | 3 | $2 | 12/31/2023 |
URI | 3 | $2 | 12/31/2023 |
Johnson Financial Group Inc. | 3 | $2 | 12/31/2023 |
URI | 3 | $2 | 12/31/2023 |
Carolinas Wealth Consulting LLC | 4 | $2 | 12/31/2023 |
URI | 4 | $2 | 12/31/2023 |
VitalStone Financial LLC | 3 | $2 | 12/31/2023 |
URI | 3 | $2 | 12/31/2023 |
True Wealth Design LLC | 3 | $2 | 12/31/2023 |
URI | 3 | $2 | 12/31/2023 |
Plato Investment Management Ltd | 3 | $2 | 12/31/2023 |
URI | 3 | $2 | 12/31/2023 |
Lummis Asset Management LP | 3 | $2 | 12/31/2023 |
URI | 3 | $2 | 12/31/2023 |
WealthCollab LLC | 4 | $2 | 12/31/2023 |
URI | 4 | $2 | 12/31/2023 |
Perkins Coie Trust Co | 1 | $1 | 03/31/2024 |
URI | 1 | $1 | 03/31/2024 |
West Paces Advisors Inc. | 2 | $1 | 03/31/2024 |
URI | 2 | $1 | 03/31/2024 |
Transamerica Financial Advisors Inc. | 1 | $1 | 12/31/2023 |
URI | 1 | $1 | 12/31/2023 |
Scarborough Advisors LLC | 2 | $1 | 12/31/2023 |
URI | 2 | $1 | 12/31/2023 |
Financial Gravity Asset Management Inc. | 0 | $0 | 12/31/2023 |
URI | 0 | $0 | 12/31/2023 |
Readystate Asset Management LP | $0 | 12/31/2023 | |
Put | 3,300 | $1,892 | 12/31/2023 |
Call | 3,300 | $1,892 | 12/31/2023 |
Point72 Middle East FZE | $0 | 12/31/2023 | |
Put | 5,400 | $3,096 | 12/31/2023 |
Call | 5,400 | $3,096 | 12/31/2023 |
Caas Capital Management LP | $-145 | 03/31/2024 | |
Put | 4,100 | $2,957 | 03/31/2024 |
Call | 3,900 | $2,812 | 03/31/2024 |
Point72 Asset Management L.P. | $-172 | 12/31/2023 | |
Put | 300 | $172 | 12/31/2023 |
XR Securities LLC | $-401 | 12/31/2023 | |
Put | 1,200 | $688 | 12/31/2023 |
Call | 500 | $287 | 12/31/2023 |
Interval Partners LP | $-2,294 | 12/31/2023 | |
Put | 40 | $2,294 | 12/31/2023 |
Walleye Capital LLC | $-3,039 | 12/31/2023 | |
Put | 14,100 | $8,085 | 12/31/2023 |
Call | 8,800 | $5,046 | 12/31/2023 |
Walleye Trading LLC | $-15,526 | 12/31/2023 | |
Put | 69,300 | $39,738 | 12/31/2023 |
Call | 33,000 | $18,923 | 12/31/2023 |
URI | 9,224 | $5,289 | 12/31/2023 |
Citadel Advisors LLC | $-55,187 | 12/31/2023 | |
Put | 440,700 | $252,706 | 12/31/2023 |
Call | 341,700 | $195,938 | 12/31/2023 |
URI | 2,757 | $1,581 | 12/31/2023 |
Susquehanna International Group LLP | $-55,348 | 12/31/2023 | |
Put | 822,700 | $471,753 | 12/31/2023 |
Call | 627,100 | $359,592 | 12/31/2023 |
URI | 99,077 | $56,813 | 12/31/2023 |
Apollo Management Holdings L.P. | 270,000 | $-154,823 | 12/31/2023 |
Put | 270,000 | $154,823 | 12/31/2023 |
See Summary: Institutional Holders of United Rentals
See Details: Top 10 Hedge Funds Holding United Rentals
Also See: URI Insider Buying
Also See: URI Holdings Changes
Analysts Forecast: United Rentals Price Target
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