Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WOLVERINE TRADING, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 36 |
Citadel Advisors | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 36 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 35 |
Cutler Group LLC / CA | 12 | 12 | 0.00% | 0.03% | 0.23% | Q4 2020 | Q3 2023 | 33 |
Parallax Volatility Advisers, L.P. | 10 | 1 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 24 |
HAP Trading, LLC | 6 | 4 | 0.00% | 0.10% | 0.44% | Q1 2021 | Q3 2023 | 23 |
JANE STREET GROUP, LLC | 7 | 4 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 22 |
HighTower Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 22 |
J. Goldman & Co LP | 11 | 11 | 0.03% | 0.45% | 1.13% | Q1 2021 | Q3 2023 | 19 |
COWEN AND COMPANY, LLC | 11 | 11 | 0.00% | 0.42% | 3.41% | Q1 2021 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
PEAK6 Investments LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 17 |
CITIGROUP INC | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 17 |
SG3 Management, LLC | 7 | 7 | 0.00% | 0.18% | 0.57% | Q1 2021 | Q3 2022 | 16 |
ROYAL BANK OF CANADA | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 16 |
Walleye Trading LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 15 |
Carmichael Hill & Associates, Inc. | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 15 |
Belvedere Trading LLC | 6 | 1 | 0.00% | 0.01% | 0.07% | Q4 2020 | Q3 2023 | 14 |
Private Advisor Group, LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 14 |
MORGAN STANLEY | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Venture Visionary Partners LLC | 11 | 11 | 0.01% | 0.27% | 0.83% | Q1 2021 | Q3 2023 | 13 |
Anson Funds Management LP | 7 | 7 | 0.05% | 1.12% | 4.49% | Q1 2022 | Q3 2023 | 13 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
FNY Investment Advisers, LLC | 8 | 1 | 0.00% | 0.08% | 0.34% | Q1 2021 | Q3 2023 | 13 |
Proficio Capital Partners LLC | 13 | 13 | 0.06% | 0.33% | 1.00% | Q3 2020 | Q3 2023 | 13 |
COMMONWEALTH EQUITY SERVICES, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Dynamic Advisor Solutions LLC | 12 | 12 | 0.01% | 0.08% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Pekin Hardy Strauss, Inc. | 12 | 12 | 0.07% | 0.25% | 0.62% | Q4 2020 | Q3 2023 | 12 |
Geneos Wealth Management Inc. | 12 | 12 | 0.03% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
OSAIC HOLDINGS, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
SIMPLEX TRADING, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
TRUIST FINANCIAL CORP | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Realta Investment Advisors | 12 | 12 | 0.01% | 0.06% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Cambridge Investment Research Advisors, Inc. | 12 | 12 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Navis Wealth Advisors, LLC | 12 | 12 | 0.27% | 1.18% | 3.11% | Q4 2020 | Q3 2023 | 12 |
Global Trust Asset Management, LLC | 11 | 11 | 0.00% | 0.08% | 0.45% | Q1 2021 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
IFP Advisors, Inc | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
J.W. COLE ADVISORS, INC. | 12 | 12 | 0.01% | 0.03% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Blume Capital Management, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Jefferies Group LLC | 4 | 4 | 0.01% | 0.05% | 0.12% | Q4 2021 | Q3 2022 | 11 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MYDA Advisors LLC | 9 | 1 | 0.08% | 0.27% | 0.72% | Q4 2020 | Q3 2023 | 11 |
Tradition Wealth Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Larson Financial Group LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
BANK OF MONTREAL /CAN/ | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
MML INVESTORS SERVICES, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 11 |
Avior Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Gerber Kawasaki Wealth & Investment Management | 11 | 11 | 0.01% | 0.33% | 1.17% | Q1 2021 | Q3 2023 | 11 |
Mariner, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
US BANCORP \DE\ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
ArchPoint Investors | 11 | 11 | 0.14% | 0.27% | 0.48% | Q1 2021 | Q3 2023 | 11 |
ENVESTNET ASSET MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
VALLEY NATIONAL ADVISERS INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Sowell Financial Services LLC | 11 | 11 | 0.01% | 0.24% | 0.44% | Q4 2020 | Q2 2023 | 11 |
Horrell Capital Management, Inc. | 11 | 11 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Concorde Asset Management, LLC | 11 | 11 | 0.12% | 0.31% | 0.86% | Q1 2021 | Q3 2023 | 11 |
LPL Financial LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Focused Wealth Management, Inc | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q4 2022 | 11 |
Ancora Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Sigma Planning Corp | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
North Star Investment Management Corp. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
BDO Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 10 |
EMINENCE CAPITAL, LP | 9 | 9 | 0.05% | 0.52% | 0.94% | Q3 2021 | Q3 2023 | 10 |
Clearstead Trust, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Marathon Partners Equity Management, LLC | 7 | 7 | 0.15% | 1.90% | 4.11% | Q1 2022 | Q3 2023 | 10 |
Cetera Advisor Networks LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Turim 21 Investimentos Ltda. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
K.J. Harrison & Partners Inc | 9 | 1 | 0.04% | 0.19% | 0.39% | Q1 2021 | Q3 2023 | 10 |
Parallel Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
CIBC WORLD MARKET INC. | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
UBS Group AG | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Heritage Wealth Advisors | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Point72 Asset Management, L.P. | 4 | 1 | 0.00% | 0.03% | 0.12% | Q4 2020 | Q3 2023 | 10 |
Global Retirement Partners, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
HARBERT FUND ADVISORS, INC. | 6 | 6 | 0.12% | 1.06% | 2.80% | Q3 2021 | Q4 2022 | 10 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q4 2022 | 10 |
HARBOR INVESTMENT ADVISORY, LLC | 10 | 10 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q2 2023 | 10 |
Biltmore Family Office, LLC | 9 | 9 | 0.18% | 0.54% | 0.98% | Q3 2021 | Q3 2023 | 9 |
Zuckerman Investment Group, LLC | 9 | 9 | 0.07% | 1.04% | 1.78% | Q3 2021 | Q3 2023 | 9 |
Asset Dedication, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Prospera Financial Services Inc | 9 | 9 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 9 |
IFS Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2023 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
American Portfolios Advisors | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 9 |
Banque Cantonale Vaudoise | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
Phoenix Holdings Ltd. | 9 | 9 | 0.12% | 0.38% | 0.75% | Q1 2021 | Q1 2023 | 9 |
GPS Wealth Strategies Group, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Shay Capital LLC | 2 | 1 | 0.01% | 0.06% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Wealth Advisors of Iowa, LLC | 7 | 1 | 0.06% | 0.16% | 0.61% | Q2 2021 | Q3 2023 | 8 |
Monaco Asset Management SAM | 8 | 8 | 0.38% | 0.57% | 0.79% | Q4 2021 | Q3 2023 | 8 |
Kistler-Tiffany Companies, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
DAVENPORT & Co LLC | 4 | 1 | 0.00% | 0.02% | 0.15% | Q1 2021 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.04% | 0.17% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Cheyne Capital Management (UK) LLP | 8 | 8 | 1.63% | 3.93% | 8.14% | Q1 2021 | Q4 2022 | 8 |
Financial Enhancement Group LLC | 8 | 8 | 0.18% | 1.47% | 3.56% | Q1 2021 | Q4 2022 | 8 |
Advisory Services Network, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 8 |
FMR LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 8 |
Laurel Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Cedar Wealth Management, LLC | 8 | 8 | 0.00% | 0.07% | 0.15% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Janney Montgomery Scott LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
WMS Partners, LLC | 8 | 8 | 0.01% | 0.06% | 0.16% | Q1 2021 | Q4 2022 | 8 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
IMC-Chicago, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Bellwether Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 8 |
EQUITABLE TRUST CO | 8 | 8 | 0.03% | 0.06% | 0.12% | Q4 2021 | Q3 2023 | 8 |
FinTrust Capital Advisors, LLC | 8 | 8 | 0.00% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 8 |
AdvisorShares Investments LLC | 8 | 8 | 4.14% | 6.42% | 8.33% | Q4 2021 | Q3 2023 | 8 |
Tower Research Capital LLC (TRC) | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ellis Investment Partners, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.00% | 0.02% | Q1 2022 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Manchester Capital Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
PCG Wealth Advisors, LLC | 7 | 7 | 0.08% | 0.11% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Patriot Financial Group Insurance Agency, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Bay Harbor Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
TD Waterhouse Canada Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NewEdge Advisors, LLC | 4 | 3 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 7 |
OPPENHEIMER & CO INC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Hedges Asset Management LLC | 7 | 7 | 0.09% | 0.19% | 0.30% | Q1 2022 | Q3 2023 | 7 |
EVOKE WEALTH, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Stonehage Fleming Financial Services Holdings Ltd | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Endurance Wealth Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
LINCOLN NATIONAL CORP | 5 | 2 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q1 2023 | 7 |
CarsonAllaria Wealth Management, Ltd. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Activest Wealth Management | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
JPMORGAN CHASE & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 7 |
Koshinski Asset Management, Inc. | 7 | 7 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q2 2022 | 7 |
Cedar Brook Financial Partners, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
JW Asset Management, LLC | 3 | 1 | 0.27% | 0.47% | 1.09% | Q2 2021 | Q2 2023 | 6 |
HHM Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Neuberger Berman Group LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 6 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
HSBC HOLDINGS PLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
MONEY CONCEPTS CAPITAL CORP | 5 | 1 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q4 2022 | 6 |
PRIMORIS WEALTH ADVISORS, LLC | 6 | 6 | 0.09% | 0.20% | 0.30% | Q4 2021 | Q1 2023 | 6 |
Granite Point Capital Management, L.P. | 6 | 6 | 0.09% | 0.17% | 0.26% | Q2 2021 | Q3 2022 | 6 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.05% | 0.20% | Q4 2022 | Q3 2023 | 6 |
EWA, LLC | 3 | 3 | 0.03% | 0.18% | 0.36% | Q1 2023 | Q3 2023 | 6 |
PFS Partners, LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Castleview Partners, LLC | 4 | 2 | 0.00% | 0.02% | 0.07% | Q4 2021 | Q2 2023 | 6 |
Ameritas Advisory Services, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Integrated Investment Consultants, LLC | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Telemetry Investments, L.L.C. | 5 | 5 | 0.34% | 0.69% | 1.50% | Q4 2021 | Q4 2022 | 6 |
Sender Co & Partners, Inc. | 3 | 3 | 0.06% | 7.36% | 21.86% | Q1 2022 | Q3 2023 | 6 |
CAPTRUST FINANCIAL ADVISORS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
EVERGREEN CAPITAL MANAGEMENT LLC | 5 | 1 | 0.01% | 0.14% | 0.29% | Q1 2021 | Q3 2022 | 6 |
Raffles Associates | 2 | 2 | 0.78% | 1.39% | 1.97% | Q3 2021 | Q2 2023 | 6 |
Hexagon Capital Partners LLC | 5 | 5 | 0.00% | 0.02% | 0.08% | Q1 2021 | Q1 2022 | 5 |
Creative Planning | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
Equitable Holdings, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 5 |
Stonegate Investment Group, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q4 2023 | 5 |
Caption Management, LLC | 2 | 1 | 0.05% | 0.10% | 0.18% | Q1 2021 | Q3 2023 | 5 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q1 2022 | 5 |
GOFEN & GLOSSBERG LLC /IL/ | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 5 |
Danda Trouve Investment Management, Inc. | 5 | 5 | 1.22% | 1.79% | 2.47% | Q1 2021 | Q1 2022 | 5 |
Apexium Financial, LP | 5 | 5 | 0.02% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 |
AdvisorNet Financial, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
GUYASUTA INVESTMENT ADVISORS INC | 5 | 5 | 0.03% | 0.07% | 0.09% | Q4 2021 | Q4 2022 | 5 |
HORIZON FINANCIAL SERVICES, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
SCOGGIN MANAGEMENT LP | 4 | 4 | 0.28% | 0.81% | 1.13% | Q4 2022 | Q3 2023 | 5 |
Joseph P. Lucia & Associates, LLC | 3 | 2 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q2 2022 | 5 |
INTREPID CAPITAL MANAGEMENT INC | 3 | 2 | 0.03% | 1.55% | 5.13% | Q1 2021 | Q3 2023 | 5 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 5 |
Gemmer Asset Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
HRT FINANCIAL LP | 4 | 1 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q1 2023 | 5 |
LAKE STREET ADVISORS GROUP, LLC | 5 | 5 | 0.06% | 0.15% | 0.34% | Q3 2021 | Q3 2022 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Bienville Capital Management, LLC | 2 | 1 | 0.10% | 0.59% | 1.04% | Q1 2021 | Q1 2022 | 5 |
WELLS FARGO & COMPANY/MN | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
CSS LLC/IL | 5 | 5 | 0.01% | 0.09% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Edge Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
PEAK FINANCIAL ADVISORS LLC | 5 | 5 | 0.34% | 1.40% | 2.19% | Q4 2020 | Q4 2021 | 5 |
Financial Advocates Investment Management | 5 | 5 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q4 2022 | 5 |
BRIDGER MANAGEMENT, LLC | 4 | 4 | 0.15% | 0.49% | 0.73% | Q4 2021 | Q3 2022 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q2 2023 | Q3 2023 | 4 |
NEXT Financial Group, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HighMark Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Cetera Investment Advisers | 2 | 2 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 4 |
Banco BTG Pactual S.A. | 4 | 4 | 0.09% | 0.26% | 0.44% | Q2 2022 | Q1 2023 | 4 |
MBB PUBLIC MARKETS I LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisors LLC | 2 | 1 | 0.04% | 0.07% | 0.10% | Q3 2020 | Q4 2021 | 4 |
CENTAURUS FINANCIAL, INC. | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 4 |
Avitas Wealth Management LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q4 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Mendel Money Management | 4 | 4 | 0.10% | 0.20% | 0.28% | Q2 2021 | Q1 2022 | 4 |
Eschler Asset Management LLP | 4 | 4 | 0.16% | 0.46% | 0.71% | Q2 2022 | Q1 2023 | 4 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
WealthShield Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
STEPHENS INC /AR/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
IPG Investment Advisors LLC | 4 | 4 | 0.07% | 0.22% | 0.31% | Q4 2020 | Q3 2021 | 4 |
Cravens & Co Advisors, LLC | 4 | 4 | 0.16% | 0.25% | 0.38% | Q4 2022 | Q3 2023 | 4 |
LifePro Asset Management | 4 | 4 | 1.31% | 2.04% | 3.28% | Q4 2022 | Q3 2023 | 4 |
LEVIN CAPITAL STRATEGIES, L.P. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 4 |
Clearstead Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Canton Hathaway, LLC | 3 | 1 | 0.01% | 0.05% | 0.12% | Q2 2021 | Q1 2023 | 4 |
Flagship Private Wealth, LLC | 3 | 1 | 0.05% | 0.13% | 0.20% | Q4 2020 | Q4 2021 | 4 |
SpiderRock Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Centiva Capital, LP | 2 | 2 | 0.00% | 0.05% | 0.09% | Q2 2023 | Q3 2023 | 4 |
Lighthouse Investment Partners, LLC | 4 | 4 | 0.07% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Carroll Financial Associates, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2021 | 4 |
Wakefield Asset Management LLLP | 4 | 4 | 0.08% | 0.25% | 0.37% | Q4 2021 | Q3 2022 | 4 |
Platform Technology Partners | 4 | 4 | 0.11% | 0.20% | 0.28% | Q2 2021 | Q1 2022 | 4 |
Powell Investment Advisors, LLC | 3 | 1 | 0.05% | 0.07% | 0.08% | Q2 2022 | Q2 2023 | 4 |
West Oak Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2021 | 4 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Iron Horse Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
FIRST MANHATTAN CO. LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q1 2023 | 3 |
Baystate Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Bank Julius Baer & Co. Ltd, Zurich | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 3 |
Summit Trail Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
EXANE DERIVATIVES | 3 | 3 | 0.01% | 0.08% | 0.23% | Q4 2021 | Q2 2022 | 3 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Allworth Financial LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cruiser Capital Advisors, LLC | 3 | 3 | 0.25% | 0.28% | 0.32% | Q1 2021 | Q3 2021 | 3 |
STATE OF WISCONSIN INVESTMENT BOARD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Trexquant Investment LP | 2 | 1 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q4 2022 | 3 |
PECONIC PARTNERS LLC | 3 | 3 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q2 2021 | 3 |
Leucadia National | 1 | 1 | 0.01% | 0.04% | 0.05% | Q4 2022 | Q4 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Waverly Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 3 |
V Wealth Advisors LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q3 2021 | 3 |
STERLING INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.64% | 0.97% | 1.29% | Q3 2021 | Q1 2022 | 3 |
Rovida Advisors Inc. | 3 | 3 | 0.70% | 0.81% | 0.95% | Q1 2023 | Q3 2023 | 3 |
Private Capital Advisors, Inc. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2021 | 3 |
TrinityPoint Wealth, LLC | 3 | 3 | 0.10% | 0.35% | 0.47% | Q1 2021 | Q3 2021 | 3 |
BRYN MAWR TRUST Co | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
NewEdge Wealth, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2022 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Spectrum Asset Management, Inc. (NB/CA) | 3 | 3 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q1 2022 | 3 |
QP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.62% | 0.76% | 0.86% | Q1 2021 | Q3 2021 | 3 |
Hamilton Wealth, LLC | 3 | 3 | 1.65% | 1.82% | 1.99% | Q4 2020 | Q2 2021 | 3 |
Navigation Wealth Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q4 2021 | 3 |
State of Wyoming | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
HC FINANCIAL ADVISORS INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
TEGEAN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.35% | 0.72% | 1.09% | Q4 2022 | Q1 2023 | 2 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Sentinus, LLC | 1 | 1 | 0.02% | 0.05% | 0.09% | Q4 2022 | Q2 2023 | 2 |
Newbridge Financial Services Group, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Stratos Wealth Advisors, LLC | 2 | 2 | 0.13% | 0.15% | 0.18% | Q1 2021 | Q2 2021 | 2 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 2 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Capital Advisors Wealth Management, LLC | 2 | 2 | 0.27% | 0.36% | 0.44% | Q1 2021 | Q2 2021 | 2 |
Kore Private Wealth LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Wedmont Private Capital | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Cinctive Capital Management LP | 1 | 1 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q1 2022 | 2 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 2 |
JFS WEALTH ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
M&T BANK CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
OPTIMUM INVESTMENT ADVISORS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Annapolis Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
ARDSLEY ADVISORY PARTNERS LP | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q1 2023 | 2 |
BANK OF AMERICA CORP /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 2 |
140 Summer Partners LP | 2 | 2 | 1.37% | 2.94% | 4.52% | Q4 2021 | Q1 2022 | 2 |
Weiss Multi-Strategy Advisers LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Antara Capital LP | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q3 2023 | 2 |
CIBC Private Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Savior LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UDINE WEALTH MANAGEMENT, INC. | 2 | 2 | 1.40% | 1.45% | 1.51% | Q4 2021 | Q1 2022 | 2 |
CREDIT AGRICOLE S A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Marathon Trading Investment Management LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 2 |
USCA RIA LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Frisch Financial Group, Inc. | 2 | 2 | 0.44% | 0.48% | 0.52% | Q4 2021 | Q1 2022 | 2 |
SYMONS CAPITAL MANAGEMENT INC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q2 2021 | 2 |
Solstein Capital, LLC | 2 | 2 | 0.10% | 0.22% | 0.34% | Q1 2021 | Q2 2021 | 2 |
McClarren Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
DSC Advisors, L.P. | 1 | 1 | 0.14% | 0.21% | 0.28% | Q3 2022 | Q1 2023 | 2 |
Avidian Wealth Solutions, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Sterling Financial Planning, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
PRECEPT MANAGEMENT LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q3 2023 | Q3 2023 | 2 |
Diametric Capital, LP | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Bruderman Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Wolf Hill Capital Management, LP | 1 | 1 | 1.83% | 1.83% | 1.83% | Q3 2023 | Q3 2023 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Vontobel Holding Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Artha Asset Management LLC | 1 | 1 | 1.82% | 1.82% | 1.82% | Q3 2022 | Q3 2022 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Florin Court Capital LLP | 1 | 1 | 2.82% | 2.82% | 2.82% | Q3 2023 | Q3 2023 | 1 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Piscataqua Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Herr Investment Group LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Black Maple Capital Management LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2021 | Q1 2021 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Quent Capital, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 1.78% | 1.78% | 1.78% | Q1 2021 | Q1 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Betterment LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
New World Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Yost Capital Management, LP | 1 | 1 | 5.06% | 5.06% | 5.06% | Q3 2023 | Q3 2023 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2021 | Q1 2021 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BRIGHTON JONES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Wellspring Financial Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Grey Street Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Addison Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Sandy Cove Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SFI Advisors, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2022 | Q1 2022 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gainplan LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Bleakley Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PEAPACK GLADSTONE FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Ikarian Capital, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2021 | Q1 2021 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CHANNEL WEALTH LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
McGowan Group Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
PEDDOCK CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Sandbox Financial Partners, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2021 | Q1 2021 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2021 | Q1 2021 | 1 |
First National Bank of Mount Dora, Trust Investment Services | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
PURA VIDA INVESTMENTS, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Corriente Advisors, LLC | 1 | 1 | 3.89% | 3.89% | 3.89% | Q1 2022 | Q1 2022 | 1 |
Financial Architects, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
High Note Wealth, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2021 | Q3 2021 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Allegiant Private Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Regal Partners Ltd | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 1.25% | 1.25% | 1.25% | Q3 2023 | Q3 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Rinkey Investments | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Alden Global Capital LLC | 1 | 1 | 3.44% | 3.44% | 3.44% | Q4 2022 | Q4 2022 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SILVERLAKE WEALTH MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own ADVISORSHARES TR or have owned ADVISORSHARES TR in the past.