Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
UBS Group AG | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
BlackRock Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
WELLS FARGO & COMPANY/MN | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
RAYMOND JAMES & ASSOCIATES | 18 | 18 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
STIFEL FINANCIAL CORP | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
SIGNATUREFD, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
ROYAL BANK OF CANADA | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
BANK OF AMERICA CORP /DE/ | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
MORGAN STANLEY | 18 | 18 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Raymond James Financial Services Advisors, Inc. | 17 | 17 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
J.P. Morgan Private Wealth Advisors LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
RAYMOND JAMES TRUST N.A. | 17 | 17 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Delta Investment Management, LLC | 16 | 16 | 0.06% | 0.13% | 0.21% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Steward Partners Investment Advisory, LLC | 16 | 16 | 0.00% | 0.05% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Janney Montgomery Scott LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Claro Advisors LLC | 15 | 15 | 0.34% | 0.65% | 0.99% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 15 | 15 | 0.01% | 0.15% | 0.40% | Q1 2020 | Q3 2023 | 15 |
FIRST TRUST ADVISORS LP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 15 |
US BANCORP \DE\ | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
AMERIPRISE FINANCIAL INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.05% | 0.11% | 0.21% | Q4 2019 | Q3 2023 | 15 |
PNC FINANCIAL SERVICES GROUP, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Karpus Management, Inc. | 15 | 15 | 0.05% | 0.44% | 0.84% | Q1 2020 | Q3 2023 | 15 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 15 | 15 | 0.02% | 0.10% | 0.18% | Q1 2020 | Q3 2023 | 15 |
OPPENHEIMER & CO INC | 14 | 1 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 15 |
LPL Financial LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Invesco Ltd. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Parallel Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Thomas J. Herzfeld Advisors, Inc. | 14 | 14 | 0.00% | 1.35% | 3.03% | Q2 2020 | Q3 2023 | 14 |
WEDBUSH SECURITIES INC | 14 | 14 | 0.03% | 0.13% | 0.35% | Q2 2020 | Q3 2023 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Cambridge Investment Research Advisors, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
COMMONWEALTH EQUITY SERVICES, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
1607 Capital Partners, LLC | 13 | 13 | 0.57% | 0.83% | 1.15% | Q3 2020 | Q3 2023 | 13 |
Ancora Advisors LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Aspire Private Capital, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Stockman Wealth Management, Inc. | 11 | 11 | 0.04% | 0.09% | 0.17% | Q1 2021 | Q3 2023 | 11 |
SMITH, MOORE & CO. | 11 | 11 | 0.33% | 0.45% | 0.62% | Q3 2020 | Q1 2023 | 11 |
American Portfolios Advisors | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
LAZARD ASSET MANAGEMENT LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 11 |
Focused Wealth Management, Inc | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
B. Riley Wealth Management, Inc. | 11 | 11 | 0.00% | 0.12% | 0.26% | Q4 2019 | Q2 2022 | 11 |
Sugarloaf Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Ahrens Investment Partners LLC | 9 | 1 | 0.01% | 0.42% | 0.96% | Q2 2020 | Q1 2023 | 10 |
TRANSCEND CAPITAL ADVISORS, LLC | 10 | 10 | 0.02% | 0.11% | 0.35% | Q2 2021 | Q3 2023 | 10 |
Quantedge Capital Pte Ltd | 7 | 2 | 0.16% | 1.69% | 3.28% | Q1 2021 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Bickling Financial Services, Inc. | 9 | 9 | 1.36% | 3.16% | 4.76% | Q4 2020 | Q4 2022 | 9 |
Creative Planning | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.04% | 0.94% | 2.27% | Q4 2021 | Q3 2023 | 8 |
Plante Moran Financial Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Tranquility Partners, LLC | 8 | 8 | 0.10% | 0.17% | 0.26% | Q2 2020 | Q1 2022 | 8 |
VALLEY NATIONAL ADVISERS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Advisors Asset Management, Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q2 2022 | 8 |
Sterling Investment Advisors, Ltd. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 8 |
Larson Financial Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ellis Investment Partners, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2022 | 8 |
Mariner, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
1832 Asset Management L.P. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 7 |
Fortis Advisors, LLC | 7 | 7 | 0.00% | 0.19% | 0.27% | Q1 2021 | Q3 2022 | 7 |
SENTINEL TRUST CO LBA | 7 | 7 | 0.03% | 0.05% | 0.09% | Q1 2022 | Q3 2023 | 7 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q4 2021 | 7 |
Claraphi Advisory Network, LLC | 6 | 1 | 0.04% | 0.19% | 0.28% | Q1 2020 | Q2 2022 | 7 |
Cetera Advisors LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Retirement Group, LLC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
CENTAURUS FINANCIAL, INC. | 7 | 7 | 0.01% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Kestra Advisory Services, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 7 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 7 | 7 | 0.12% | 0.23% | 0.48% | Q1 2022 | Q3 2023 | 7 |
Bank of New York Mellon Corp | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 7 |
Anchor Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Litman Gregory Wealth Management LLC | 7 | 7 | 0.03% | 0.08% | 0.13% | Q2 2021 | Q4 2022 | 7 |
Castleview Partners, LLC | 4 | 1 | 0.00% | 0.07% | 0.13% | Q2 2021 | Q3 2023 | 7 |
Sargent Bickham Lagudis LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 6 | 6 | 0.19% | 0.78% | 1.00% | Q4 2020 | Q1 2022 | 6 |
BESSEMER GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
Clearstead Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 6 |
NewEdge Wealth, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
D.A. DAVIDSON & CO. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
FourThought Financial, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 6 |
Beaird Harris Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Spire Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Cetera Advisor Networks LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q3 2022 | 6 |
COHEN & STEERS, INC. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 5 |
Ellevest, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 5 |
Enterprise Trust & Investment Co | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 5 |
ShoreHaven Wealth Partners, LLC | 5 | 5 | 0.12% | 0.13% | 0.14% | Q4 2020 | Q4 2021 | 5 |
Laidlaw Wealth Management LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q4 2021 | 5 |
Dakota Wealth Management | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
SHUFRO ROSE & CO LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
LINCOLN NATIONAL CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Logan Stone Capital, LLC | 3 | 1 | 0.08% | 1.06% | 4.13% | Q1 2022 | Q3 2023 | 5 |
True North Advisors, LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q4 2020 | 5 |
HOWE & RUSLING INC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 5 |
CITIGROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Matisse Capital | 4 | 1 | 0.90% | 0.98% | 1.11% | Q1 2021 | Q3 2023 | 5 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.03% | 0.11% | 0.20% | Q4 2019 | Q4 2022 | 5 |
Global Retirement Partners, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 5 |
FNY Investment Advisers, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2021 | 4 |
Atria Wealth Solutions, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 4 |
CWM, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.03% | 0.07% | 0.14% | Q4 2021 | Q3 2023 | 4 |
MV CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
CreativeOne Wealth, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q3 2021 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.09% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
B. Riley Wealth Advisors, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Moors & Cabot, Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 4 |
WADDELL & ASSOCIATES, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q1 2022 | 4 |
Saba Capital Management, L.P. | 4 | 4 | 0.11% | 0.18% | 0.22% | Q4 2022 | Q3 2023 | 4 |
ELEMENT POINTE ADVISORS, LLC | 3 | 1 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q4 2021 | 4 |
IFP Advisors, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Icon Wealth Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
IFG Advisory, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 4 |
CFS Investment Advisory Services, LLC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 4 |
Allworth Financial LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Wealthstreet Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 4 |
USCA RIA LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2021 | 4 |
COMMERCE BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
FIRETHORN WEALTH PARTNERS, LLC | 4 | 4 | 0.21% | 0.25% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Barrett Asset Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 3 |
BARCLAYS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
CLOUGH CAPITAL PARTNERS L P | 3 | 3 | 0.32% | 0.41% | 0.45% | Q4 2022 | Q2 2023 | 3 |
Golden State Equity Partners | 2 | 1 | 0.20% | 0.24% | 0.32% | Q4 2020 | Q3 2021 | 3 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Smart Portfolios, LLC | 3 | 3 | 0.19% | 0.20% | 0.21% | Q1 2021 | Q3 2021 | 3 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
Regent Peak Wealth Advisors LLC | 2 | 1 | 0.01% | 0.19% | 0.29% | Q4 2020 | Q4 2022 | 3 |
U.S. Capital Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
AQR Arbitrage LLC | 3 | 3 | 0.03% | 0.10% | 0.19% | Q1 2023 | Q3 2023 | 3 |
SeaCrest Wealth Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
BDO Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
HHM Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HighTower Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.06% | 0.10% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Leisure Capital Management | 3 | 3 | 0.10% | 0.11% | 0.13% | Q2 2021 | Q4 2021 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
M&R CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Gladstone Institutional Advisory LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Woodline Partners LP | 3 | 3 | 0.04% | 0.04% | 0.06% | Q4 2022 | Q2 2023 | 3 |
Key FInancial Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
RPO LLC | 2 | 2 | 0.74% | 2.74% | 4.74% | Q2 2023 | Q3 2023 | 2 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 2 |
Baird Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2020 | Q3 2020 | 2 |
Maltin Wealth Management, Inc. | 1 | 1 | 0.24% | 0.24% | 0.25% | Q3 2020 | Q1 2021 | 2 |
MANGROVE PARTNERS IM, LLC | 1 | 1 | 0.26% | 0.27% | 0.29% | Q2 2022 | Q4 2022 | 2 |
ACCESS FINANCIAL SERVICES, INC. | 1 | 1 | 0.54% | 0.62% | 0.71% | Q4 2021 | Q2 2022 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
SUNTRUST BANKS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 2 |
ARMSTRONG ADVISORY GROUP, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WNY Asset Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Quarry LP | 2 | 2 | 0.06% | 0.15% | 0.23% | Q1 2023 | Q2 2023 | 2 |
Elequin Capital, LP | 1 | 1 | 0.01% | 0.31% | 0.61% | Q4 2022 | Q3 2023 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Slocum, Gordon & Co LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
First Command Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Covington Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
FARMERS TRUST CO | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 2 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BB&T SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 2.76% | 2.76% | 2.76% | Q2 2023 | Q2 2023 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Essex Savings Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
SG3 Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Geneos Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Mathes Company, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Flow State Investments, L.P. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Arlington Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SEAVIEW INVESTMENT MANAGERS LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Atlas Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Allspring Global Investments Holdings, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Advisor Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Grove Bank & Trust | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
PFG Investments, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
KEYSTONE WEALTH PARTNERS | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Keudell/Morrison Wealth Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Biltmore Family Office, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
ENVESTNET ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Hightower 6M Holding, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own BLACKROCK SCIENCE & TECHNOLO or have owned BLACKROCK SCIENCE & TECHNOLO in the past.