Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SIT INVESTMENT ASSOCIATES INC | 18 | 18 | 0.01% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 18 |
CITIGROUP INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
SMITH, MOORE & CO. | 18 | 18 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
VAN ECK ASSOCIATES CORP | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
MORGAN STANLEY | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Geneos Wealth Management Inc. | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
PRIVATE ASSET MANAGEMENT INC | 18 | 18 | 0.04% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
SeaCrest Wealth Management, LLC | 18 | 18 | 0.02% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Dynamic Advisor Solutions LLC | 18 | 18 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
WEDBUSH SECURITIES INC | 18 | 18 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
GUGGENHEIM CAPITAL LLC | 18 | 18 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
WELLS FARGO & COMPANY/MN | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
UBS Group AG | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
HOLLENCREST CAPITAL MANAGEMENT | 18 | 18 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
BANK OF AMERICA CORP /DE/ | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
LPL Financial LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
ProVise Management Group, LLC | 18 | 18 | 0.02% | 0.07% | 0.12% | Q2 2019 | Q3 2023 | 18 |
AMERIPRISE FINANCIAL INC | 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 |
RAYMOND JAMES & ASSOCIATES | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Prestige Wealth Management Group LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Ranch Capital Advisors Inc. | 17 | 17 | 0.13% | 0.24% | 0.33% | Q3 2019 | Q3 2023 | 17 |
M&T BANK CORP | 14 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
PNC FINANCIAL SERVICES GROUP, INC. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
Raymond James Financial Services Advisors, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
North Star Investment Management Corp. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2023 | 17 |
Fairhaven Wealth Management, LLC | 14 | 2 | 0.02% | 0.06% | 0.12% | Q2 2019 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 16 |
Arete Wealth Advisors, LLC | 8 | 3 | 0.04% | 0.12% | 0.21% | Q2 2019 | Q3 2023 | 16 |
ROBINSON CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.20% | 1.90% | 4.67% | Q2 2019 | Q3 2023 | 16 |
ENVESTNET ASSET MANAGEMENT INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 15 | 15 | 0.03% | 0.06% | 0.09% | Q2 2019 | Q4 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
MML INVESTORS SERVICES, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 14 |
MidWestOne Financial Group, Inc. | 12 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q2 2023 | 14 |
Capital Investment Advisors, LLC | 11 | 3 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q4 2023 | 14 |
PARK AVENUE SECURITIES LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Sandy Spring Bank | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 13 | 1 | 0.08% | 0.13% | 0.16% | Q1 2020 | Q3 2023 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
Cambridge Investment Research Advisors, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Baird Financial Group, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 13 |
REGIONS FINANCIAL CORP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 13 |
American Portfolios Advisors | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 11 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 12 |
Invesco Ltd. | 9 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 12 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.01% | 0.12% | 0.33% | Q4 2020 | Q3 2023 | 12 |
Laurel Wealth Advisors, Inc. | 12 | 12 | 0.02% | 0.08% | 0.16% | Q2 2019 | Q1 2022 | 12 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2022 | 11 |
AQR Arbitrage LLC | 7 | 4 | 0.00% | 0.03% | 0.11% | Q1 2020 | Q3 2023 | 11 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 11 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Janney Montgomery Scott LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 11 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 7 | 4 | 0.01% | 0.03% | 0.10% | Q4 2019 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.17% | 0.71% | 1.12% | Q1 2021 | Q3 2023 | 11 |
Cedar Brook Financial Partners, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
M Holdings Securities, Inc. | 6 | 1 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q2 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 10 |
Steward Partners Investment Advisory, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 10 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
Ackerman Capital Advisors, LLC | 4 | 1 | 0.02% | 0.08% | 0.17% | Q1 2020 | Q3 2023 | 9 |
Chicago Partners Investment Group LLC | 5 | 4 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q2 2023 | 9 |
Capital Market Strategies LLC | 9 | 9 | 0.19% | 0.33% | 0.51% | Q4 2021 | Q4 2023 | 9 |
NewEdge Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q1 2021 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Creative Planning | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.13% | 0.17% | 0.22% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
STIFEL FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 8 |
Essex Financial Services, Inc. | 4 | 2 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2021 | 8 |
AE Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Wealth Management Solutions, LLC | 5 | 2 | 0.04% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 7 |
BDO Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
D.A. DAVIDSON & CO. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Stratos Wealth Partners, LTD. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 7 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 7 |
Sutton Wealth Advisors Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2018 | 7 |
Advisor OS, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 6 |
Mascoma Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Spire Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Opal Wealth Advisors, LLC | 6 | 6 | 0.08% | 0.48% | 1.04% | Q4 2020 | Q1 2022 | 6 |
TUCKER ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
PANAGORA ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
Bedel Financial Consulting, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 6 |
Nuveen Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
MARINER INVESTMENT GROUP LLC | 4 | 2 | 0.13% | 3.51% | 6.04% | Q1 2020 | Q3 2022 | 6 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 6 |
Logan Stone Capital, LLC | 5 | 1 | 0.05% | 0.71% | 1.09% | Q1 2022 | Q3 2023 | 6 |
RIVERBRIDGE PARTNERS LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Karpus Management, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 5 |
RMB Capital Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 5 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2020 | 5 |
WASHINGTON TRUST Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Realta Investment Advisors | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
6 Meridian | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q3 2021 | 5 |
CENTAURUS FINANCIAL, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Virtue Capital Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 5 |
Wealthcare Advisory Partners LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
TELEMUS CAPITAL, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Worth Asset Management, LLC | 5 | 5 | 0.00% | 0.10% | 0.17% | Q1 2022 | Q1 2023 | 5 |
Cetera Investment Advisers | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Moors & Cabot, Inc. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
HAZLETT, BURT & WATSON, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
BESSEMER GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
Woodline Partners LP | 4 | 4 | 0.01% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Rockefeller Capital Management L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
TRUIST FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Camelot Portfolios, LLC | 4 | 4 | 0.14% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
IFP Advisors, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Saba Capital Management, L.P. | 4 | 4 | 0.01% | 0.05% | 0.12% | Q4 2022 | Q3 2023 | 4 |
JPMORGAN CHASE & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q2 2020 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
CWM, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
HARBOUR INVESTMENTS, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 3 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 3 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Parallel Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 3 |
US BANCORP \DE\ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
XML Financial, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Kore Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
GREENLEAF TRUST | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Advisor Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Quad-Cities Investment Group, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Ironsides Asset Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
WEBSTER BANK, N. A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
CULLEN/FROST BANKERS, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 2 |
Tower View Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 2 |
ASSETMARK, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q4 2019 | 2 |
Bulldog Investors, LLP | 2 | 2 | 0.19% | 0.45% | 0.72% | Q2 2023 | Q3 2023 | 2 |
Aviance Capital Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Matisse Capital | 2 | 2 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q1 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
FIFTH THIRD BANCORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Crown Wealth Group, LLC | 2 | 2 | 0.19% | 0.42% | 0.65% | Q4 2021 | Q1 2022 | 2 |
FSA Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Golden State Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Kestra Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 2 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2019 | Q3 2019 | 2 |
NWAM LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Elequin Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PARK NATIONAL CORP /OH/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ARK Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Almitas Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Arkos Global Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
180 WEALTH ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
OTA Financial Group L.P. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2022 | Q4 2022 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
DELPHI FINANCIAL GROUP, INC. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2019 | Q2 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RPO LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
External links
This page lists all the filers that currently own BNY MELLON STRATEGIC MUN BD or have owned BNY MELLON STRATEGIC MUN BD in the past.