BRITISH AMERN TOB PLC shareholder history

Current and past BRITISH AMERN TOB PLC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.01%Q2 2013Q3 2023110
Citadel Advisors 3090.00%0.00%0.02%Q4 2013Q3 202394
Walleye Trading LLC 3550.00%0.00%0.04%Q2 2013Q3 202392
Cutler Group LLC / CA 19120.00%0.00%0.10%Q4 2015Q3 202379
CITIGROUP INC 42420.00%0.01%0.09%Q2 2013Q3 202372
WOLVERINE TRADING, LLC 2010.00%0.00%0.02%Q2 2016Q3 202367
BARCLAYS PLC 42420.00%0.00%0.09%Q2 2013Q3 202366
JANE STREET GROUP, LLC 2990.00%0.03%0.22%Q1 2014Q3 202359
PEAK6 Investments LLC 21210.00%0.01%0.06%Q3 2018Q3 202356
HUNTINGTON NATIONAL BANK 3020.00%0.00%0.01%Q1 2009Q3 202352
GOLDMAN SACHS GROUP INC 4240.00%0.03%0.28%Q1 2012Q3 202351
RAYMOND JAMES & ASSOCIATES 42420.00%0.10%0.21%Q2 2013Q3 202349
HighTower Advisors, LLC 42420.00%0.02%0.06%Q2 2013Q3 202348
D. E. Shaw & Co., Inc. 2110.00%0.02%0.22%Q3 2013Q3 202348
First Horizon Advisors, Inc. 47470.00%0.01%0.03%Q1 2012Q3 202347
Parallax Volatility Advisers, L.P. 910.00%0.00%0.01%Q2 2013Q3 202345
BROWN BROTHERS HARRIMAN & CO 43430.00%0.00%0.03%Q1 2013Q3 202343
MILLENNIUM MANAGEMENT LLC 1120.00%0.02%0.22%Q2 2013Q3 202343
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.02%Q2 2013Q3 202343
ROYAL BANK OF CANADA 42420.00%0.02%0.03%Q2 2013Q3 202343
Bank of New York Mellon Corp 43430.00%0.03%0.14%Q1 2013Q3 202343
UBS Group AG 36360.00%0.07%0.23%Q4 2014Q3 202343
TODD ASSET MANAGEMENT LLC 42420.04%0.30%0.60%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.03%0.27%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.01%0.02%0.03%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.04%0.37%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.01%0.03%0.05%Q2 2013Q3 202342
Cullen Capital Management, LLC 42420.04%0.25%0.56%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.02%0.04%0.07%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.02%0.05%Q2 2013Q3 202342
Grantham, Mayo, Van Otterloo & Co. LLC 42420.00%0.20%0.82%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.05%0.11%Q2 2013Q3 202342
AUXIER ASSET MANAGEMENT 42420.42%0.57%0.92%Q2 2013Q3 202342
CAUSEWAY CAPITAL MANAGEMENT LLC 42420.16%0.49%1.09%Q2 2013Q3 202342
Freestone Capital Holdings, LLC 42420.01%0.16%0.51%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.01%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.04%0.16%Q2 2013Q3 202342
LOGAN CAPITAL MANAGEMENT INC 42420.04%0.09%0.20%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.10%0.22%0.44%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.01%0.03%Q2 2013Q3 202342
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 42420.00%0.03%0.16%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 42420.00%0.02%0.05%Q2 2013Q3 202342
INTRUST BANK NA 42420.04%0.15%0.36%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.00%0.14%0.38%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.01%0.03%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.03%0.06%0.11%Q2 2013Q3 202342
Fisher Asset Management, LLC 42420.00%0.03%0.92%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.02%0.10%0.21%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.01%0.02%0.04%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.03%0.15%0.28%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.00%0.01%0.03%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.00%0.16%0.61%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.00%0.00%0.01%Q2 2013Q3 202342
FMR LLC 42420.00%0.13%0.30%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.02%0.15%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.02%0.05%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.00%0.01%0.04%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.01%0.04%Q2 2013Q3 202342
CREDIT SUISSE AG/ 19100.00%0.04%0.56%Q1 2013Q3 202341
GLENMEDE TRUST CO NA 41410.00%0.01%0.04%Q2 2013Q2 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.00%0.01%Q2 2013Q3 202341
RAYMOND JAMES TRUST N.A. 41410.03%0.07%0.16%Q3 2013Q3 202341
Invesco Ltd. 3740.00%0.03%0.05%Q2 2013Q3 202341
SIGNATUREFD, LLC 27140.00%0.03%0.10%Q2 2013Q3 202341
Janney Montgomery Scott LLC 41410.01%0.04%0.10%Q3 2013Q3 202341
Creative Planning 3380.00%0.01%0.02%Q2 2013Q3 202341
Epoch Investment Partners, Inc. 3920.00%0.15%0.51%Q2 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.00%0.06%0.34%Q2 2013Q2 202341
DEUTSCHE BANK AG\ 41410.00%0.01%0.08%Q3 2013Q3 202341
Private Advisor Group, LLC 40400.01%0.03%0.08%Q4 2013Q3 202340
TORONTO DOMINION BANK 40400.00%0.00%0.00%Q1 2013Q4 202240
EAGLE GLOBAL ADVISORS LLC 40400.08%0.19%0.52%Q2 2013Q1 202340
Checchi Capital Advisers, LLC 40400.04%0.09%0.17%Q4 2013Q3 202340
FIRST FOUNDATION ADVISORS 2560.01%0.74%1.77%Q2 2013Q3 202340
REGIONS FINANCIAL CORP 3710.00%0.02%0.06%Q2 2013Q3 202340
BOKF, NA 1790.00%0.01%0.03%Q2 2013Q3 202340
Neuberger Berman Group LLC 40400.00%0.01%0.04%Q4 2013Q3 202340
STATE STREET CORP 40400.00%0.00%0.02%Q4 2013Q3 202340
COMERICA BANK 3910.01%0.05%0.07%Q2 2013Q2 202340
FAYEZ SAROFIM & CO 3910.00%0.03%0.07%Q2 2013Q2 202340
PEAK6 Group LLC 1510.00%0.01%0.03%Q2 2013Q2 201840
MOTCO 25140.00%0.02%0.31%Q2 2013Q3 202339
STEPHENS INC /AR/ 22170.02%0.09%0.21%Q2 2013Q3 202339
ALLIANCEBERNSTEIN L.P. 39390.00%0.01%0.07%Q2 2013Q4 202239
SHELTON CAPITAL MANAGEMENT 27110.01%0.04%0.15%Q2 2013Q4 202238
FIRST TRUST ADVISORS LP 3510.00%0.04%0.09%Q2 2013Q2 202338
PROFUND ADVISORS LLC 38380.02%0.05%0.12%Q2 2014Q3 202338
THOMPSON SIEGEL & WALMSLEY LLC 3260.00%0.01%0.05%Q4 2013Q3 202338
Hudock, Inc. 38380.01%0.02%0.05%Q2 2013Q3 202238
FIRST MANHATTAN CO. LLC. 3530.00%0.04%0.29%Q4 2013Q3 202338
M&T BANK CORP 37370.01%0.02%0.05%Q3 2014Q3 202337
Keystone Financial Planning, Inc. 37370.64%2.82%4.48%Q3 2014Q3 202337
Smithfield Trust Co 2270.00%0.02%0.10%Q2 2013Q3 202337
Mirae Asset Global Investments Co., Ltd. 2330.00%0.08%0.20%Q4 2011Q4 202137
J.P. Morgan Private Wealth Advisors LLC 37370.00%0.02%0.07%Q3 2014Q3 202337
Renaissance Technologies 2610.00%0.05%0.19%Q3 2013Q3 202337
STIFEL FINANCIAL CORP 37370.01%0.02%0.04%Q3 2014Q3 202337
HAP Trading, LLC 1350.00%0.01%0.10%Q4 2018Q3 202337
BANK OF HAWAII 37370.01%0.07%0.13%Q2 2013Q2 202237
Rathbones Group PLC 3410.00%0.03%0.12%Q2 2013Q3 202337
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.04%0.07%0.10%Q2 2013Q1 202236
SEI INVESTMENTS CO 36360.01%0.02%0.06%Q4 2014Q3 202336
EATON VANCE MANAGEMENT 36360.00%0.00%0.01%Q2 2013Q1 202236
Tower Research Capital LLC (TRC) 2210.00%0.01%0.10%Q2 2013Q3 202336
MONETARY MANAGEMENT GROUP INC 1910.00%0.04%0.15%Q2 2014Q3 202336
Raymond James Financial Services Advisors, Inc. 31310.00%0.01%0.06%Q1 2016Q3 202335
HSBC HOLDINGS PLC 35350.00%0.01%0.03%Q1 2015Q3 202335
BESSEMER GROUP INC 2420.00%0.00%0.00%Q4 2013Q3 202335
Allworth Financial LP 35350.00%0.00%0.00%Q1 2015Q3 202335
QUADRANT CAPITAL GROUP LLC 34340.01%0.08%0.20%Q2 2015Q3 202334
MUFG Americas Holdings Corp 1610.00%0.00%0.01%Q4 2010Q3 202234
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2010.00%0.01%0.02%Q1 2014Q3 202334
AMERICAN NATIONAL INSURANCE CO 34340.04%0.09%0.28%Q2 2013Q3 202134
SYNOVUS FINANCIAL CORP 3310.00%0.00%0.02%Q4 2013Q2 202234
D.A. DAVIDSON & CO. 2490.00%0.01%0.03%Q2 2013Q3 202333
JANUS HENDERSON GROUP PLC 33330.00%0.00%0.01%Q3 2015Q3 202333
GEODE CAPITAL MANAGEMENT, LLC 33330.00%0.00%0.00%Q4 2013Q4 202133
ASSETMARK, INC 3210.00%0.04%0.12%Q2 2015Q3 202333
FIRST FINANCIAL CORP /IN/ 2850.00%0.02%0.09%Q2 2013Q3 202333
ENTERPRISE FINANCIAL SERVICES CORP 33330.00%0.02%0.04%Q2 2013Q2 202133
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 2430.05%0.11%0.19%Q2 2013Q3 202332
SCHAFER CULLEN CAPITAL MANAGEMENT INC 32320.37%0.87%1.29%Q2 2013Q1 202132
Grove Bank & Trust 32320.00%0.18%0.33%Q4 2015Q3 202332
Anchor Investment Management, LLC 32320.03%0.08%0.15%Q1 2016Q4 202332
Sigma Planning Corp 1950.01%0.03%0.08%Q4 2014Q3 202332
CIBC WORLD MARKET INC. 2390.00%0.02%0.04%Q2 2015Q3 202332
Cubist Systematic Strategies, LLC 1210.00%0.03%0.15%Q1 2015Q3 202331
BNP PARIBAS FINANCIAL MARKETS 2510.00%0.01%0.07%Q3 2015Q3 202331
Advisory Services Network, LLC 1310.00%0.02%0.08%Q4 2013Q3 202331
TWO SIGMA INVESTMENTS, LP 1710.00%0.08%0.24%Q2 2013Q3 202331
Carroll Financial Associates, Inc. 2740.00%0.00%0.01%Q4 2013Q4 202131
IFP Advisors, Inc 17140.00%0.02%0.07%Q4 2015Q3 202331
Aperio Group, LLC 31310.10%0.20%0.29%Q2 2013Q4 202031
FULTON BANK, N.A. 2650.02%0.10%0.21%Q2 2013Q4 202331
FDx Advisors, Inc. 31310.02%0.07%0.15%Q1 2016Q3 202331
Twin Tree Management, LP 610.00%0.01%0.07%Q2 2016Q3 202231
Atria Investments, Inc 1410.01%0.04%0.09%Q2 2013Q3 202330
ETRADE Capital Management LLC 30300.01%0.07%0.20%Q2 2013Q3 202030
Thomas J. Herzfeld Advisors, Inc. 16140.00%0.01%0.02%Q4 2014Q3 202330
Archford Capital Strategies, LLC 910.00%0.14%0.71%Q1 2014Q3 202330
Dorsey & Whitney Trust CO LLC 1910.03%0.05%0.10%Q2 2013Q3 202330
First Allied Advisory Services, Inc. 30300.02%0.03%0.05%Q2 2013Q3 202030
FINANCIAL COUNSELORS INC 2810.02%0.17%0.26%Q2 2016Q3 202329
FIDUCIARY TRUST INTERNATIONAL LLC 29290.09%1.48%4.18%Q2 2013Q2 202029
BlackRock Inc. 29290.00%0.01%0.02%Q3 2016Q3 202329
LS Investment Advisors, LLC 29290.00%0.01%0.01%Q2 2013Q2 202029
Simplicity Solutions, LLC 2810.01%0.07%0.19%Q4 2015Q3 202329
FARMERS & MERCHANTS INVESTMENTS INC 2630.00%0.00%0.01%Q2 2013Q3 202229
BENJAMIN F. EDWARDS & COMPANY, INC. 2810.00%0.00%0.02%Q4 2013Q3 202329
World Asset Management Inc 28280.04%0.18%0.29%Q2 2013Q1 202028
GW HENSSLER & ASSOCIATES LTD 2320.07%0.35%0.79%Q2 2013Q3 202328
Cornerstone Advisors, Inc. 2440.00%0.01%0.08%Q2 2013Q3 202028
Probity Advisors, Inc. 1820.09%0.25%0.52%Q2 2016Q3 202328
Parallel Advisors, LLC 28280.00%0.01%0.03%Q4 2016Q3 202328
GREENLEAF TRUST 2710.00%0.01%0.02%Q3 2016Q3 202328
CAPITAL FUND MANAGEMENT S.A. 610.00%0.01%0.04%Q2 2013Q3 202328
USA MUTUALS ADVISORS, INC. 2351.60%4.13%9.81%Q1 2013Q4 202028
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 18100.00%0.05%0.22%Q1 2015Q3 202328
CWM, LLC 1810.00%0.00%0.00%Q4 2015Q3 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.06%0.13%0.27%Q1 2017Q3 202327
HOWE & RUSLING INC 2250.00%0.03%0.06%Q2 2013Q1 202027
1832 Asset Management L.P. 2510.00%0.02%0.25%Q2 2016Q3 202327
TCI Wealth Advisors, Inc. 2310.00%0.01%0.03%Q4 2012Q1 202327
Close Asset Management Ltd 27270.00%0.02%0.06%Q1 2017Q3 202327
NEXT Financial Group, Inc 1460.00%0.02%0.06%Q2 2014Q4 202127
GUARDIAN CAPITAL ADVISORS LP 27270.04%0.45%0.71%Q2 2013Q4 201927
Opus Capital Group, LLC 2250.03%0.07%0.11%Q1 2014Q1 202127
Sterling Capital Management LLC 27270.00%0.01%0.02%Q1 2013Q3 201927
Gradient Investments LLC 1980.00%0.02%0.11%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.02%0.04%Q2 2013Q4 201927
Global Retirement Partners, LLC 2070.00%0.04%0.08%Q4 2016Q3 202327
MML INVESTORS SERVICES, LLC 27270.01%0.04%0.05%Q1 2017Q3 202327
THOMAS WHITE INTERNATIONAL LTD 1890.06%0.93%1.78%Q2 2013Q1 202127
Steward Partners Investment Advisory, LLC 27270.00%0.03%0.17%Q1 2017Q3 202327
SG Americas Securities, LLC 2210.00%0.02%0.28%Q1 2016Q3 202327
BB&T SECURITIES, LLC 26260.03%0.06%0.10%Q2 2013Q3 201926
TWO SIGMA ADVISERS, LP 710.00%0.06%0.22%Q2 2013Q3 202326
Crossmark Global Holdings, Inc. 2510.02%0.05%0.09%Q3 2016Q3 202326
Capital World Investors 26260.00%0.04%0.15%Q2 2017Q3 202326
Geneos Wealth Management Inc. 26260.01%0.02%0.04%Q2 2017Q3 202326
Capital International Investors 26260.00%0.07%0.19%Q2 2017Q3 202326
SUNTRUST BANKS INC 26260.01%0.02%0.07%Q2 2013Q3 201926
FRANKLIN RESOURCES INC 25250.00%0.06%0.15%Q3 2017Q3 202325
AlphaMark Advisors, LLC 25250.00%0.00%0.01%Q3 2017Q3 202325
Winslow, Evans & Crocker, Inc. 1250.00%0.00%0.01%Q4 2013Q4 202025
Capital Research Global Investors 25250.03%0.16%0.32%Q3 2017Q3 202325
OPTIMUM INVESTMENT ADVISORS 2410.01%0.02%0.07%Q3 2017Q4 202325
Independent Advisor Alliance 25250.00%0.07%0.30%Q3 2017Q3 202325
MOODY NATIONAL BANK TRUST DIVISION 25250.01%0.03%0.06%Q3 2017Q3 202325
Glassman Wealth Services 25250.00%0.01%0.03%Q3 2017Q3 202325
Legal & General Group Plc 25250.00%0.01%0.14%Q3 2017Q3 202325
Cetera Advisor Networks LLC 25250.02%0.03%0.04%Q3 2017Q3 202325
AE Wealth Management LLC 25250.01%0.02%0.05%Q3 2017Q3 202325
BLUESTEIN R H & CO LLC 25250.02%0.05%0.09%Q2 2013Q2 201925
KEYBANK NATIONAL ASSOCIATION/OH 2320.00%0.00%0.01%Q4 2012Q1 202325
First Bank & Trust 25250.00%0.79%1.22%Q3 2017Q3 202325
Bogart Wealth, LLC 25250.00%0.01%0.06%Q3 2017Q3 202325
WRIGHT INVESTORS SERVICE INC 1960.24%0.89%1.49%Q2 2013Q2 202025
AdvisorNet Financial, Inc 24240.02%0.10%0.23%Q4 2017Q3 202324
USCA RIA LLC 24240.04%0.20%0.40%Q3 2015Q2 202124
Sound Income Strategies, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
OLD MISSION CAPITAL LLC 1210.01%0.92%2.45%Q4 2014Q3 202324
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 24240.11%0.62%3.39%Q4 2017Q3 202324
Glenview Trust Co 1510.01%0.02%0.03%Q4 2014Q4 202224
OmniStar Financial Group, Inc. 24240.21%1.10%1.60%Q4 2017Q3 202324
Connor, Clark & Lunn Investment Management Ltd. 1620.00%0.02%0.12%Q1 2014Q4 202224
Banco de Sabadell, S.A 24240.06%0.29%0.75%Q4 2017Q3 202324
CIBC Asset Management Inc 24240.01%0.02%0.04%Q4 2017Q3 202324
Cumberland Partners Ltd 24240.47%0.68%1.03%Q4 2012Q3 201824
Uncommon Cents Investing LLC 24240.15%0.45%0.93%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.05%Q4 2017Q3 202324
Hilltop Holdings Inc. 24240.06%0.11%0.15%Q4 2017Q3 202324
Waverton Investment Management Ltd 24240.01%0.52%1.76%Q3 2017Q2 202324
WRAPMANAGER INC 24240.12%0.27%0.40%Q4 2017Q3 202324
Newport Trust Company, LLC 24240.32%0.47%0.92%Q4 2017Q3 202324
BLAIR WILLIAM & CO/IL 1430.00%0.00%0.01%Q2 2013Q2 202224
TRUST CO OF VERMONT 1610.00%0.01%0.04%Q4 2013Q3 202224
WELLINGTON MANAGEMENT GROUP LLP 24240.00%0.02%0.05%Q4 2013Q3 201924
Richard C. Young & CO., LTD. 23230.32%1.57%1.89%Q2 2013Q4 201823
Russell Investments Group, Ltd. 1490.00%0.01%0.03%Q3 2017Q3 202323
Verdence Capital Advisors LLC 1940.08%0.21%0.39%Q4 2017Q3 202323
Valeo Financial Advisors, LLC 1580.01%0.03%0.07%Q3 2017Q3 202323
SCHRODER INVESTMENT MANAGEMENT GROUP 1670.00%0.00%0.00%Q3 2017Q3 202323
TRUST DEPARTMENT MB FINANCIAL BANK N A 23230.04%0.06%0.10%Q2 2013Q4 201823
EVERGREEN CAPITAL MANAGEMENT LLC 23230.01%0.02%0.04%Q1 2018Q3 202323
Pinnacle Wealth Planning Services, Inc. 1940.03%0.20%0.83%Q4 2017Q3 202323
AR ASSET MANAGEMENT INC 1910.17%0.44%0.79%Q3 2017Q3 202323
Baird Financial Group, Inc. 1850.00%0.00%0.01%Q3 2017Q3 202323
Squarepoint Ops LLC 610.00%0.02%0.09%Q3 2016Q3 202323
Argent Trust Co 2120.02%0.07%0.15%Q3 2017Q3 202323
MACQUARIE GROUP LTD 2120.00%0.00%0.01%Q1 2016Q3 202223
People's United Financial, Inc. 23230.00%0.03%0.23%Q2 2013Q4 201823
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 22220.00%0.00%0.00%Q2 2018Q3 202322
Plante Moran Financial Advisors, LLC 1210.00%0.01%0.04%Q3 2013Q2 202222
Investors Research Corp 22220.14%0.25%0.36%Q2 2018Q3 202322
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
EULAV Asset Management 22220.06%0.22%0.48%Q2 2013Q3 201822
CWA Asset Management Group, LLC 1710.02%0.19%0.78%Q3 2017Q3 202322
Verity & Verity, LLC 2020.27%0.62%0.99%Q2 2013Q1 201922
IFG Advisory, LLC 1840.04%0.08%0.19%Q4 2017Q3 202322
Kemper Corp Master Retirement Trust 22220.42%0.85%1.21%Q1 2014Q2 201922
Keystone Financial Group 2020.08%0.12%0.20%Q1 2018Q3 202322
Hikari Power Ltd 22220.05%0.09%0.13%Q2 2018Q3 202322
Manchester Capital Management LLC 1410.00%0.01%0.04%Q2 2013Q2 202122
CREATIVE FINANCIAL DESIGNS INC /ADV 1480.00%0.00%0.01%Q4 2016Q3 202322
Texas Yale Capital Corp. 22220.04%0.14%0.55%Q1 2014Q2 201922
NORTH AMERICAN MANAGEMENT CORP 22220.36%0.90%1.22%Q2 2013Q3 201822
Orbis Allan Gray Ltd 1920.02%3.24%5.77%Q1 2016Q3 202321
EAGLE ASSET MANAGEMENT INC 1030.00%0.00%0.01%Q1 2016Q2 202321
ATLAS CAPITAL ADVISORS LLC 2010.00%0.11%0.27%Q1 2018Q3 202321
Icon Wealth Partners, LLC 1130.02%0.09%0.43%Q4 2017Q3 202321
MERIDIAN INVESTMENT COUNSEL INC. 1920.06%0.41%0.68%Q2 2018Q3 202321
Avalon Investment & Advisory 21210.04%0.05%0.08%Q2 2013Q2 201821
UBS ASSET MANAGEMENT AMERICAS INC 21210.00%0.01%0.04%Q3 2016Q3 202121
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 21210.04%0.35%0.81%Q1 2013Q1 201821
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.03%0.06%Q3 2018Q3 202321
GUARDIAN CAPITAL LP 21210.01%0.26%0.40%Q2 2013Q2 201821
NOMURA HOLDINGS INC 610.00%0.00%0.02%Q4 2012Q3 202321
First Personal Financial Services 1740.00%0.02%0.08%Q4 2014Q1 202121
abrdn plc 2010.00%0.00%0.00%Q3 2017Q4 202221
Stratos Wealth Partners, LTD. 1010.01%0.03%0.09%Q2 2014Q4 202221
NAPLES GLOBAL ADVISORS, LLC 20200.21%0.35%0.44%Q4 2013Q3 201820
Family Capital Trust Co 20200.00%0.07%0.12%Q2 2013Q1 201820
OLD SECOND NATIONAL BANK OF AURORA 1820.00%0.02%0.04%Q2 2013Q4 202120
SMITH, MOORE & CO. 20200.09%0.13%0.21%Q4 2018Q3 202320
NewEdge Advisors, LLC 860.00%0.15%1.00%Q2 2017Q3 202320
Gardner Russo & Gardner 20200.00%0.01%0.02%Q2 2013Q1 201820
Poehling Capital Management, INC. 20200.77%1.51%2.08%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
CLIFFORD SWAN INVESTMENT COUNSEL LLC 1910.01%0.02%0.03%Q3 2017Q3 202220
American Portfolios Advisors 20200.02%0.03%0.09%Q4 2017Q3 202220
Larson Financial Group LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
BREWIN DOLPHIN LTD 20200.00%0.11%0.27%Q3 2017Q2 202220
Rockefeller Capital Management L.P. 20200.00%0.01%0.03%Q4 2018Q3 202320
Pacer Advisors, Inc. 1410.03%0.10%0.19%Q4 2013Q3 202320
OPPENHEIMER & CO INC 1210.01%0.03%0.16%Q4 2016Q3 202320
JARISLOWSKY, FRASER Ltd 20200.00%0.00%0.00%Q4 2016Q3 202120
JOHNSON INVESTMENT COUNSEL INC 1320.00%0.01%0.02%Q2 2013Q2 202020
Voya Financial Advisors, Inc. 1550.02%0.04%0.05%Q3 2017Q1 202320
Quantbot Technologies LP 710.01%0.07%0.22%Q2 2014Q2 202320
SCOTIA CAPITAL INC. 1030.00%0.01%0.01%Q3 2013Q3 202320
Hugh Johnson Advisors LLC 20200.07%0.09%0.12%Q4 2013Q3 201820
Financial Architects, Inc 1810.00%0.02%0.06%Q4 2014Q2 202020
Aspire Private Capital, LLC 20200.01%0.10%0.25%Q4 2018Q3 202320
Cerity Partners LLC 1370.00%0.02%0.05%Q3 2017Q3 202320
ClearBridge Investments 1220.00%0.01%0.04%Q2 2013Q3 201920
McIlrath & Eck, LLC 1310.00%0.00%0.01%Q4 2017Q3 202320
Lindbrook Capital, LLC 20200.01%0.03%0.06%Q4 2018Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.00%0.01%0.01%Q4 2014Q3 201920
HUTNER CAPITAL MANAGEMENT INC 20200.13%0.47%0.79%Q3 2016Q2 202120
DENVER INVESTMENT ADVISORS LLC 20200.05%0.07%0.10%Q2 2013Q1 201820
MERITAGE PORTFOLIO MANAGEMENT 1730.17%0.29%0.56%Q3 2017Q3 202320
THOMASPARTNERS, INC. 20200.06%0.14%0.33%Q2 2013Q1 201820
SIMPLEX TRADING, LLC 710.00%0.02%0.12%Q4 2016Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.03%0.09%Q1 2019Q3 202319
Holloway Wealth Management, LLC 19190.01%0.02%0.04%Q3 2017Q1 202219
Patriot Financial Group Insurance Agency, LLC 1540.00%0.01%0.03%Q3 2017Q2 202219
Keudell/Morrison Wealth Management 19190.13%0.29%0.48%Q1 2019Q3 202319
Manning & Napier Group, LLC 1090.06%0.21%0.63%Q4 2017Q3 202319
Oakworth Capital, Inc. 19190.00%0.00%0.01%Q3 2017Q1 202219
COMERICA SECURITIES,INC. 19190.02%0.05%0.07%Q1 2019Q3 202319
Zions Bancorporation, N.A. 19190.12%0.37%0.71%Q1 2019Q3 202319
SRS Capital Advisors, Inc. 1020.00%0.01%0.02%Q3 2018Q3 202319
OLD NATIONAL BANCORP /IN/ 1090.01%0.02%0.04%Q2 2016Q3 202319
MARSHALL WACE, LLP 710.00%0.40%2.58%Q4 2016Q3 202319
CULLEN/FROST BANKERS, INC. 19190.00%0.00%0.01%Q1 2019Q3 202319
Vestmark Advisory Solutions, Inc. 19190.06%0.10%0.15%Q1 2019Q3 202319
Private Capital Group, LLC 19190.01%0.04%0.12%Q4 2017Q2 202219
Avidian Wealth Solutions, LLC 19190.03%0.04%0.06%Q1 2019Q3 202319
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1210.00%0.22%1.44%Q1 2017Q3 202319
Tradewinds Capital Management, LLC 19190.00%0.01%0.03%Q3 2017Q1 202219
CLEAR STREET MARKETS LLC 610.00%0.06%0.30%Q2 2013Q3 202319
SILVERCREST ASSET MANAGEMENT GROUP LLC 19190.02%0.03%0.04%Q1 2019Q3 202319
HBK INVESTMENTS L P 1510.00%0.08%0.77%Q3 2013Q3 201819
Truvestments Capital LLC 810.00%0.04%0.09%Q3 2018Q3 202318
UNITED SERVICES AUTOMOBILE ASSOCIATION 1170.01%0.04%0.12%Q2 2013Q1 202018
GROUP ONE TRADING, L.P. 910.00%0.01%0.02%Q2 2017Q3 202318
ACADIAN ASSET MANAGEMENT LLC 820.00%0.00%0.01%Q3 2013Q4 202218
MCKINLEY CAPITAL MANAGEMENT LLC 840.00%0.11%0.52%Q2 2013Q4 202218
TDAM USA INC. 18180.02%0.26%0.52%Q3 2017Q4 202118
FIRST INTERSTATE BANK 18180.02%0.03%0.04%Q3 2015Q4 201918
SCOUT INVESTMENTS, INC. 1530.05%0.13%0.53%Q2 2013Q1 202118
Covenant Partners, LLC 1620.11%0.31%0.73%Q1 2019Q3 202318
TOMPKINS FINANCIAL CORP 1020.00%0.00%0.01%Q3 2017Q4 202318
Foyston, Gordon, & Payne Inc 18180.36%0.97%1.51%Q4 2016Q1 202118
Commonwealth Equity Services, Inc 18180.01%0.01%0.05%Q2 2013Q3 201718
TSFG, LLC 1080.00%0.01%0.02%Q1 2019Q3 202318
Sound View Wealth Advisors Group, LLC 18180.04%0.11%0.22%Q2 2019Q3 202318
Semmax Financial Advisors Inc. 1710.03%0.06%0.22%Q4 2018Q3 202318
Shulman DeMeo Asset Management LLC 990.11%0.18%0.41%Q1 2019Q3 202318
CNB Bank 18180.08%0.50%0.68%Q2 2019Q3 202318
ADVISOR PARTNERS LLC 1620.03%0.05%0.07%Q4 2017Q2 202218
Lester Murray Antman dba SimplyRich 1220.14%0.30%0.81%Q4 2017Q1 202318
Johnson Financial Group, Inc. 1320.00%0.00%0.00%Q3 2014Q2 202118
ArchPoint Investors 990.03%0.20%0.40%Q3 2017Q3 202218
LEVEL FOUR ADVISORY SERVICES, LLC 910.01%0.06%0.10%Q3 2017Q3 202318
BRINKER CAPITAL INC 18180.03%0.13%0.25%Q1 2016Q2 202018
Ausdal Financial Partners, Inc. 1210.04%0.08%0.15%Q3 2017Q3 202318
BerganKDV Wealth Management, LLC 1440.00%0.00%0.01%Q2 2018Q2 202318
MCF Advisors LLC 1610.00%0.00%0.01%Q2 2016Q2 202318
THOMPSON DAVIS & CO., INC. 17170.03%0.09%0.24%Q3 2014Q3 201817
DRW Securities, LLC 410.01%0.13%0.50%Q4 2016Q3 202317
NATIONAL PLANNING CORP 17170.02%0.03%0.18%Q3 2013Q3 201717
Jefferies Group LLC 810.00%0.06%0.71%Q1 2014Q4 202017
Sonora Investment Management, LLC 17170.01%0.02%0.03%Q3 2017Q3 202117
TimeScale Financial, Inc. 17170.00%0.00%0.00%Q2 2019Q2 202317
Gemmer Asset Management LLC 17170.00%0.00%0.00%Q1 2018Q1 202217
CAPSTONE ASSET MANAGEMENT CO 17170.03%0.06%0.08%Q2 2013Q2 201717
WFG Advisors, LP 17170.00%0.01%0.01%Q2 2013Q2 201717
Freedom Investment Management, Inc. 1110.02%0.06%0.16%Q1 2016Q2 202217
CITY HOLDING CO 1010.00%0.00%0.01%Q2 2016Q3 202317
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 17170.06%0.12%0.22%Q3 2017Q3 202117
Belpointe Asset Management LLC 1510.01%0.03%0.15%Q1 2019Q3 202317
ABERDEEN ASSET MANAGEMENT PLC/UK 17170.00%0.00%0.00%Q2 2013Q2 201717
Baillie Gifford 17170.00%0.01%0.02%Q3 2017Q3 202117
B. Riley Wealth Advisors, Inc. 1010.00%0.03%0.07%Q2 2014Q3 202317
Ipswich Investment Management Co., Inc. 1610.01%0.24%0.34%Q4 2018Q3 202317
DEARBORN PARTNERS LLC 1410.01%0.01%0.02%Q1 2019Q3 202317
AUGUSTINE ASSET MANAGEMENT INC 17170.12%0.24%0.38%Q3 2019Q3 202317
PRUDENTIAL FINANCIAL INC 1430.00%0.00%0.01%Q3 2018Q3 202317
PARK AVENUE SECURITIES LLC 1410.02%0.02%0.04%Q1 2019Q3 202317
D'Orazio & Associates, Inc. 17170.00%0.00%0.01%Q3 2017Q3 202117
Cypress Capital Management LLC (WY) 17170.03%0.56%4.48%Q3 2017Q3 202117
Capital Bank & Trust Co 17170.04%0.19%0.44%Q2 2017Q2 202117
Cordasco Financial Network 17170.01%0.18%0.82%Q3 2017Q3 202117
Rehmann Capital Advisory Group 740.01%0.02%0.04%Q1 2018Q4 202217
GREAT WEST LIFE ASSURANCE CO /CAN/ 17170.00%0.01%0.07%Q3 2017Q3 202117
AMG National Trust Bank 1070.05%0.09%0.14%Q2 2018Q3 202317
VANGUARD GROUP INC 17170.00%0.00%0.01%Q3 2017Q3 202117
FAS Wealth Partners, Inc. 17170.04%0.14%0.20%Q3 2015Q3 201917
Independent Portfolio Consultants, Inc. 17170.22%0.34%0.59%Q2 2013Q2 201717
SEVEN EIGHT CAPITAL, LP 410.00%0.19%1.19%Q2 2014Q4 202216
HYMAN CHARLES D 16160.02%0.02%0.03%Q4 2019Q3 202316
WEALTHSOURCE PARTNERS, LLC 16160.02%0.04%0.06%Q4 2019Q3 202316
COMMERCE BANK 710.00%0.01%0.02%Q3 2017Q3 202216
Column Capital Advisors, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Susquehanna International Securities, Ltd. 510.11%1.98%13.00%Q4 2018Q2 202316
Euro Pacific Asset Management, LLC 16163.76%4.65%5.79%Q4 2019Q3 202316
Cresset Asset Management, LLC 610.00%0.01%0.01%Q4 2018Q3 202316
DUNCKER STREETT & CO INC 16160.01%0.01%0.01%Q4 2019Q3 202316
AdvisorShares Investments LLC 16160.01%0.07%0.30%Q4 2019Q3 202316
VONTOBEL ASSET MANAGEMENT INC 16160.03%0.13%0.61%Q2 2014Q1 201816
Financial Gravity Asset Management, Inc. 510.00%0.02%0.13%Q1 2018Q2 202316
Centerpoint Advisors, LLC 1510.00%0.07%0.10%Q2 2018Q3 202316
CONNABLE OFFICE INC 16160.15%0.21%0.33%Q2 2013Q1 201716
Snowden Capital Advisors LLC 880.01%0.04%0.07%Q3 2019Q3 202316
Veritable, L.P. 1060.01%0.01%0.02%Q4 2012Q4 201816
Stockman Wealth Management, Inc. 880.07%0.13%0.34%Q3 2016Q3 202316
PICTET ASSET MANAGEMENT LTD 16160.00%0.02%0.08%Q3 2017Q2 202116
CAPITAL GUARDIAN TRUST CO 810.00%0.16%0.45%Q2 2014Q2 201916
CADENCE BANK NA 1030.09%0.13%0.20%Q2 2013Q3 201716
RNC CAPITAL MANAGEMENT LLC 1240.02%0.03%0.06%Q3 2017Q3 202316
Virtu KCG Holdings LLC 16160.01%0.10%0.49%Q3 2013Q2 201716
Clarius Group, LLC 1330.02%0.04%0.06%Q2 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
TCW GROUP INC 1150.00%0.01%0.02%Q4 2015Q3 202316
Blue Fin Capital, Inc. 1230.15%0.25%0.75%Q4 2013Q3 201815
Capital Advisory Group Advisory Services, LLC 710.01%0.02%0.03%Q1 2018Q1 202215
Advisor Group, Inc. 15150.01%0.03%0.05%Q2 2016Q4 201915
Marshall Wace North America L.P. 710.00%0.08%0.52%Q1 2017Q3 202115
Coastline Trust Co 15150.05%0.06%0.11%Q4 2014Q2 201815
OFI Advisors LLC 1140.01%0.03%0.10%Q3 2011Q3 201515
HHM Wealth Advisors, LLC 15150.01%0.02%0.03%Q1 2020Q3 202315
HENNESSY ADVISORS INC 1140.24%0.31%0.41%Q1 2019Q3 202315
Calvert Investment Management, Inc. 15150.02%0.04%0.09%Q2 2013Q4 201615
SFMG, LLC 15150.07%0.19%0.32%Q1 2020Q3 202315
CAPTRUST FINANCIAL ADVISORS 15150.00%0.00%0.01%Q1 2020Q3 202315
Maven Securities LTD 1210.01%1.12%13.91%Q4 2016Q3 202115
A.R.T. Advisors, LLC 510.01%0.08%0.21%Q2 2013Q4 201915
FineMark National Bank & Trust 15150.00%0.00%0.03%Q2 2013Q4 201615
BlackRock Investment Management, LLC 15150.03%0.05%0.10%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.01%0.02%0.05%Q1 2020Q3 202315
Riverview Trust Co 1410.01%0.01%0.02%Q1 2019Q3 202315
NuWave Investment Management, LLC 1050.00%0.17%0.78%Q2 2018Q3 202215
PRIVATE TRUST CO NA 720.01%0.02%0.05%Q1 2013Q3 202315
Vanguard Personalized Indexing Management, LLC 15150.03%0.05%0.15%Q1 2020Q3 202315
Sandy Spring Bank 810.00%0.00%0.00%Q1 2014Q3 202315
WATERS PARKERSON & CO., LLC 1210.01%0.03%0.05%Q3 2017Q4 202215
Proficio Capital Partners LLC 15150.00%0.05%0.10%Q4 2015Q2 201915
Avestar Capital, LLC 870.00%0.08%0.15%Q4 2017Q1 202215
Wealth Alliance 15150.11%0.24%0.31%Q1 2020Q3 202315
RHUMBLINE ADVISERS 1320.00%0.00%0.01%Q2 2013Q3 202315
FLAGSHIP HARBOR ADVISORS, LLC 1020.00%0.03%0.09%Q2 2018Q3 202315
Cetera Advisors LLC 1210.01%0.05%0.15%Q3 2017Q3 202315
Asset Dedication, LLC 820.00%0.00%0.01%Q3 2017Q3 202315
HOLLENCREST CAPITAL MANAGEMENT 920.02%0.05%0.09%Q3 2018Q3 202315
Bartlett & Co. LLC 810.00%0.00%0.00%Q3 2013Q4 202315
Cetera Investment Advisers 15150.02%0.03%0.05%Q1 2020Q3 202315
Rosenberg Matthew Hamilton 15150.01%0.04%0.12%Q1 2020Q3 202315
LVW Advisors, LLC 15150.12%0.15%0.18%Q1 2020Q3 202315
MSI Financial Services Inc 15150.01%0.03%0.06%Q2 2013Q4 201615
Parkside Financial Bank & Trust 710.00%0.00%0.02%Q3 2015Q3 202314
Capital Investment Advisors, LLC 510.01%0.02%0.04%Q3 2017Q2 202314
JANICZEK WEALTH MANAGEMENT, LLC 1310.00%0.02%0.06%Q2 2018Q3 202314
SAGE RHINO CAPITAL LLC 14140.06%0.09%0.13%Q2 2020Q3 202314
LAKE STREET ADVISORS GROUP, LLC 1040.02%0.03%0.05%Q4 2017Q2 202114
SHINE INVESTMENT ADVISORY SERVICES INC 14140.02%0.04%0.08%Q2 2017Q3 202014
Jacobi Capital Management LLC 1130.00%0.01%0.06%Q2 2016Q3 202114
Costello Asset Management, INC 14140.10%0.13%0.16%Q2 2020Q3 202314
Greylin Investment Management, Inc 14140.12%0.49%0.62%Q2 2020Q3 202314
MEEDER ASSET MANAGEMENT INC 14140.00%0.00%0.00%Q2 2019Q3 202214
Farmers & Merchants Trust Co of Chambersburg PA 910.00%0.00%0.01%Q4 2017Q3 202314
FIRST NATIONAL TRUST CO 860.01%0.02%0.04%Q4 2016Q3 202314
Prospera Financial Services Inc 610.01%0.03%0.08%Q2 2017Q3 202314
Ativo Capital Management LLC 14140.48%0.62%0.82%Q1 2014Q2 201714
Verition Fund Management LLC 410.00%0.22%1.26%Q3 2015Q1 202214
Risk Paradigm Group, LLC 14140.02%0.10%0.18%Q1 2015Q2 201814
Wealthspire Advisors, L.P. 14140.01%0.04%0.08%Q4 2015Q1 201914
UBS AG 660.00%0.08%0.20%Q2 2013Q3 201414
Venturi Wealth Management, LLC 14140.03%0.07%0.08%Q2 2020Q3 202314
WESTPORT RESOURCES MANAGEMENT INC 14140.02%0.03%0.05%Q2 2013Q3 201614
Boston Partners 730.00%0.02%0.05%Q4 2018Q3 202314
Pekin Hardy Strauss, Inc. 14140.08%0.15%0.22%Q2 2020Q3 202314
VOLORIDGE INVESTMENT MANAGEMENT, LLC 710.00%0.16%0.29%Q1 2016Q2 202314
Yorktown Management & Research Co Inc 910.04%0.15%0.46%Q1 2016Q1 202014
Bruderman Asset Management, LLC 810.00%0.09%0.54%Q1 2015Q1 201914
WEDBUSH SECURITIES INC 810.01%0.03%0.06%Q3 2017Q4 202214
Ellis Investment Partners, LLC 14140.00%0.00%0.01%Q2 2019Q3 202214
Cedar Brook Financial Partners, LLC 13130.06%0.08%0.10%Q3 2020Q3 202313
Cornerstone Advisory, LLC 13130.04%0.08%0.14%Q3 2020Q3 202313
JONES FINANCIAL COMPANIES LLLP 720.00%0.00%0.00%Q2 2013Q3 202313
Retirement Group, LLC 910.00%0.00%0.02%Q4 2019Q3 202313
Procyon Advisors, LLC 1030.05%0.15%0.25%Q4 2019Q3 202313
GATEWAY INVESTMENT ADVISERS LLC 510.00%0.01%0.03%Q3 2017Q3 202313
Newbridge Financial Services Group, Inc. 13130.01%0.02%0.03%Q3 2020Q3 202313
EXENCIAL WEALTH ADVISORS, LLC 510.00%0.06%0.12%Q1 2013Q4 202013
Patten Group, Inc. 13130.00%0.00%0.00%Q3 2015Q3 201813
Evercore Wealth Management, LLC 1030.00%0.01%0.01%Q2 2013Q4 201713
Sowell Financial Services LLC 730.00%0.03%0.08%Q3 2019Q3 202313
WASHINGTON TRUST BANK 610.00%0.02%0.03%Q1 2014Q1 201913
KANALY TRUST CO 13130.00%0.02%0.04%Q4 2013Q4 201613
WEST PACES ADVISORS INC. 1030.00%0.00%0.02%Q1 2017Q4 202113
Kestra Advisory Services, LLC 13130.01%0.02%0.03%Q3 2020Q3 202313
Zions Bancorporation 1110.00%0.04%0.20%Q1 2015Q3 201813
Brookstone Capital Management 13130.01%0.02%0.03%Q3 2020Q3 202313
Front Row Advisors LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
LOOMIS SAYLES & CO L P 760.00%0.00%0.01%Q2 2013Q4 201713
Key FInancial Inc 1210.00%0.02%0.04%Q1 2020Q3 202313
DF DENT & CO INC 310.00%0.00%0.01%Q1 2018Q4 202213
JT Stratford LLC 13130.10%0.21%0.33%Q3 2018Q3 202113
VALICENTI ADVISORY SERVICES INC 13131.54%1.87%2.25%Q3 2020Q3 202313
EXCALIBUR MANAGEMENT CORP 13130.17%0.20%0.29%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.00%0.02%0.04%Q3 2020Q3 202313
LifePlan Financial Group, Inc 13130.00%0.08%0.29%Q3 2017Q3 202013
PARK CIRCLE Co 13130.02%0.03%0.03%Q3 2020Q3 202313
Financial Management Professionals, Inc. 1210.00%0.00%0.00%Q2 2020Q3 202313
Ariel Investments 13130.01%0.07%0.16%Q4 2013Q4 201613
SECURITY NATIONAL TRUST CO 620.00%0.07%0.18%Q3 2013Q4 201813
MAVERICK CAPITAL LTD 1120.00%0.96%1.51%Q4 2017Q4 202113
Fiera Capital Corp 1120.00%0.03%0.05%Q2 2013Q2 201713
Bollard Group LLC 1120.00%0.11%0.49%Q4 2016Q3 202313
LINCOLN NATIONAL CORP 710.01%0.02%0.04%Q3 2017Q3 202313
VIKING FUND MANAGEMENT LLC 13130.49%0.75%1.08%Q3 2020Q3 202313
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 13130.00%0.00%0.02%Q1 2018Q1 202113
MANUFACTURERS LIFE INSURANCE COMPANY, THE 13130.00%0.00%0.00%Q3 2015Q3 201813
EVOKE WEALTH, LLC 13130.00%0.00%0.01%Q3 2019Q3 202213
RITHOLTZ WEALTH MANAGEMENT 1110.01%0.03%0.06%Q2 2020Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.02%0.03%0.06%Q4 2018Q3 202112
O'Brien Greene & Co. Inc 12120.14%0.19%0.24%Q4 2020Q3 202312
CLOVERFIELDS CAPITAL GROUP, LP 12120.22%0.35%1.02%Q4 2020Q3 202312
Bay Harbor Wealth Management, LLC 12120.00%0.09%0.19%Q4 2018Q3 202112
MITCHELL & PAHL PRIVATE WEALTH, LLC 12120.40%0.47%0.57%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12120.05%0.08%0.13%Q4 2020Q3 202312
Octavia Wealth Advisors, LLC 12120.25%0.33%0.44%Q4 2020Q3 202312
Weather Gauge Advisory, LLC 12120.58%0.69%0.79%Q4 2018Q3 202112
Kavar Capital Partners, LLC 1020.07%0.70%2.04%Q3 2017Q3 202012
HighVista Strategies LLC 1020.29%0.33%0.42%Q1 2014Q3 201712
CoreFirst Bank & Trust 12120.00%0.03%0.06%Q4 2020Q3 202312
SITTNER & NELSON, LLC 12120.03%0.08%0.15%Q4 2020Q3 202312
First Eagle Investment Management, LLC 12120.00%0.02%0.04%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.04%0.07%0.09%Q4 2020Q3 202312
Mount Yale Investment Advisors, LLC 930.02%0.07%0.13%Q1 2018Q3 202312
First City Capital Management, Inc. 930.00%0.05%0.24%Q1 2014Q3 202312
Altium Wealth Management LLC 1020.04%0.05%0.08%Q2 2018Q2 202212
Apex Capital Management 12120.01%0.01%0.02%Q2 2013Q1 201612
BALYASNY ASSET MANAGEMENT L.P. 610.00%0.09%0.66%Q4 2016Q2 202312
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 12121.80%4.90%5.92%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Strategic Wealth Partners, Ltd. 660.01%0.28%0.67%Q4 2017Q1 202312
Berman Capital Advisors, LLC 12120.00%0.00%0.01%Q4 2018Q3 202112
NJ State Employees Deferred Compensation Plan 12120.06%0.12%0.18%Q3 2017Q2 202012
Global Financial Private Capital, Inc 12120.01%0.29%0.48%Q3 2017Q2 202012
STEVENS CAPITAL MANAGEMENT LP 410.01%0.05%0.14%Q2 2013Q2 201912
CITIZENS FINANCIAL GROUP INC/RI 840.00%0.00%0.00%Q4 2015Q4 201912
SIT INVESTMENT ASSOCIATES INC 930.00%0.02%0.05%Q2 2013Q1 201912
Corient Capital Partners, LLC 620.02%0.03%0.05%Q3 2017Q3 202212
Wealthcare Advisory Partners LLC 1110.00%0.01%0.01%Q3 2017Q1 202112
WEBSTER BANK, N. A. 1110.00%0.00%0.00%Q3 2018Q1 202312
Balentine LLC 610.00%0.01%0.02%Q3 2017Q3 202212
NWAM LLC 12120.02%0.08%0.14%Q4 2020Q3 202312
Allianz Asset Management GmbH 12120.00%0.01%0.05%Q3 2017Q2 202012
KESTRA PRIVATE WEALTH SERVICES, LLC 12120.02%0.03%0.06%Q4 2020Q3 202312
PANAGORA ASSET MANAGEMENT INC 12120.00%0.01%0.03%Q3 2017Q2 202012
CENTAURUS FINANCIAL, INC. 1110.01%0.02%0.04%Q2 2018Q1 202312
M&R CAPITAL MANAGEMENT INC 1110.00%0.01%0.01%Q2 2016Q2 202312
WHV Investments, Inc. 12122.39%3.05%3.95%Q2 2013Q1 201612
BRANDES INVESTMENT PARTNERS, LP 720.00%0.01%0.01%Q3 2014Q3 202312
Riggs Asset Managment Co. Inc. 12120.00%0.00%0.01%Q3 2014Q2 201712
Dynamic Advisor Solutions LLC 810.02%0.03%0.07%Q1 2018Q3 202312
CAROLINAS WEALTH CONSULTING LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Elevated Capital Advisors, LLC 410.31%0.44%0.60%Q1 2019Q2 202312
Qtron Investments LLC 740.06%0.11%0.17%Q2 2020Q3 202311
Lantz Financial LLC 11110.10%0.18%0.24%Q1 2021Q3 202311
Concord Wealth Partners 740.01%0.01%0.02%Q4 2020Q3 202311
TRUEWEALTH LLC 11110.00%0.00%0.02%Q4 2017Q2 202011
Fieldpoint Private Securities, LLC 710.00%0.03%0.07%Q3 2017Q2 202211
Lenox Wealth Management, Inc. 11110.00%0.01%0.01%Q4 2017Q2 202011
United Asset Strategies, Inc. 11110.39%1.02%1.69%Q4 2019Q2 202211
PEAPACK GLADSTONE FINANCIAL CORP 11110.01%0.01%0.01%Q1 2021Q3 202311
CT Financial Advisors LLC 1010.01%0.01%0.01%Q1 2014Q1 201711
NISA INVESTMENT ADVISORS, LLC 11110.00%0.00%0.00%Q3 2017Q1 202011
Addison Advisors LLC 1010.00%0.01%0.02%Q4 2020Q3 202311
STERLING INVESTMENT MANAGEMENT, LLC 11110.88%0.96%1.12%Q1 2021Q3 202311
Morningstar Investment Services LLC 810.02%0.08%0.14%Q1 2019Q2 202311
X-Square Capital, LLC 11110.21%0.28%0.37%Q1 2021Q3 202311
VALLEY NATIONAL ADVISERS INC 910.00%0.00%0.00%Q1 2015Q1 202211
Marcum Wealth, LLC 11110.02%0.05%0.09%Q1 2021Q3 202311
Geneva Advisors, LLC 11110.00%0.01%0.01%Q4 2014Q2 201711
Spire Wealth Management 11110.01%0.01%0.01%Q1 2021Q3 202311
OKABENA INVESTMENT SERVICES INC 720.00%1.60%2.63%Q4 2019Q1 202311
Realta Investment Advisors 740.04%0.07%0.10%Q1 2019Q1 202311
Barnett & Company, Inc. 11110.00%0.00%0.00%Q3 2016Q1 201911
QCI ASSET MANAGEMENT INC/NY 11110.00%0.00%0.00%Q3 2017Q1 202011
NOMURA ASSET MANAGEMENT CO LTD 11110.00%0.00%0.00%Q4 2020Q2 202311
1834 INVESTMENT ADVISORS CO 650.00%0.01%0.03%Q1 2018Q2 202211
RMB Capital Management, LLC 740.01%0.07%0.23%Q2 2013Q3 201811
Mutual Advisors, LLC 11110.01%0.04%0.08%Q1 2021Q3 202311
Arbor Investment Advisors, LLC 920.06%0.13%0.26%Q4 2017Q3 202011
ARS Wealth Advisors, LLC 920.09%0.36%1.24%Q4 2013Q3 201611
Mitsubishi UFJ Trust & Banking Corp 10100.00%0.00%0.00%Q4 2017Q1 202010
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 10100.04%0.05%0.06%Q3 2020Q4 202210
Hennion & Walsh Asset Management, Inc. 640.02%0.02%0.04%Q1 2021Q3 202310
RONALD BLUE & CO LLC 10100.00%0.03%0.04%Q2 2013Q3 201510
First Heartland Consultants, Inc. 10100.11%0.34%0.50%Q2 2021Q3 202310
Lloyd Advisory Services, LLC. 10100.10%0.12%0.14%Q4 2019Q1 202210
Brinker Capital Investments, LLC 810.00%0.02%0.03%Q3 2016Q4 202210
COMMERZBANK AKTIENGESELLSCHAFT /FI 10100.01%0.19%0.31%Q3 2017Q4 201910
First Trust Direct Indexing L.P. 10100.04%0.06%0.12%Q2 2021Q3 202310
Compagnie Lombard Odier SCmA 510.00%0.00%0.01%Q2 2015Q1 202310
Equitable Holdings, Inc. 10100.01%0.02%0.03%Q2 2021Q3 202310
Quantitative Investment Management, LLC 310.04%0.14%0.35%Q3 2017Q2 202110
Moors & Cabot, Inc. 10100.02%0.09%0.12%Q2 2021Q3 202310
Ellsworth Advisors, LLC 10100.60%0.96%1.56%Q2 2020Q3 202210
RBF Capital, LLC 10100.06%0.29%0.54%Q1 2021Q2 202310
FIRST QUADRANT LLC/CA 10100.00%0.01%0.02%Q2 2013Q3 201510
Veritas Investment Partners (UK) Ltd. 10100.00%0.00%0.00%Q1 2021Q2 202310
Kovack Advisors, Inc. 910.03%0.06%0.09%Q3 2017Q3 202310
Wagner Wealth Management, LLC 420.00%0.01%0.01%Q4 2017Q3 202210
Sequoia Financial Advisors, LLC 710.01%0.02%0.05%Q1 2019Q3 202310
CANADA PENSION PLAN INVESTMENT BOARD 10100.01%0.04%0.09%Q3 2017Q4 201910
BROWN ADVISORY INC 610.00%0.00%0.00%Q3 2017Q3 202310
Hoese & Co LLP 10100.00%0.00%0.01%Q2 2021Q3 202310
RATIONAL ADVISORS LLC 710.00%0.01%0.02%Q4 2012Q3 202010
IAG Wealth Partners, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Waldron Private Wealth LLC 10100.04%0.09%0.19%Q3 2017Q4 201910
Lenox Wealth Advisors, LLC 510.00%0.00%0.00%Q4 2015Q4 202110
Gotham Asset Management, LLC 10100.02%0.04%0.08%Q2 2014Q3 201610
Renasant Bank 10100.25%0.38%0.60%Q4 2020Q1 202310
Royal Fund Management, LLC 550.00%0.06%0.19%Q3 2017Q1 202010
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.01%Q1 2021Q3 202310
BURNEY CO/ 10100.01%0.02%0.02%Q2 2021Q3 202310
SouthState Corp 730.00%0.01%0.03%Q3 2017Q1 202310
MASSMUTUAL TRUST CO FSB/ADV 320.00%0.00%0.01%Q1 2014Q3 201710
RPG Investment Advisory, LLC 730.00%0.00%0.01%Q3 2017Q4 202010
Congress Park Capital LLC 10100.11%0.25%0.42%Q2 2021Q3 202310
IHT Wealth Management, LLC 610.00%0.03%0.05%Q4 2016Q2 202110
GPS Wealth Strategies Group, LLC 730.00%0.00%0.01%Q1 2021Q3 202310
Zurcher Kantonalbank (Zurich Cantonalbank) 10100.00%0.00%0.00%Q3 2017Q4 201910
MANAGED ACCOUNT ADVISORS LLC 990.08%0.09%0.10%Q2 2013Q2 20159
Clearstead Advisors, LLC 410.00%0.00%0.01%Q1 2020Q3 20239
Schonfeld Strategic Advisors LLC 210.01%0.04%0.20%Q1 2019Q1 20239
U.S. Capital Wealth Advisors, LLC 990.24%0.34%0.41%Q3 2021Q3 20239
Crescent Grove Advisors, LLC 540.04%0.10%0.22%Q2 2021Q3 20239
BLUEFIN CAPITAL MANAGEMENT, LLC 410.01%0.03%0.06%Q4 2020Q3 20239
JFS WEALTH ADVISORS, LLC 810.00%0.00%0.00%Q3 2018Q3 20239
CREDIT AGRICOLE S A 410.00%0.00%0.01%Q3 2017Q1 20229
DekaBank Deutsche Girozentrale 990.00%0.03%0.15%Q3 2017Q3 20199
AMP Capital Investors Ltd 990.01%0.01%0.03%Q3 2015Q3 20179
SALEM INVESTMENT COUNSELORS INC 330.00%0.05%0.16%Q3 2017Q3 20239
Mariner, LLC 810.00%0.00%0.01%Q3 2018Q3 20239
Adams Asset Advisors, LLC 990.14%0.43%0.98%Q3 2021Q3 20239
HawsGoodwin Investment Management LLC 990.30%0.43%0.81%Q4 2019Q4 20219
Ameritas Investment Partners, Inc. 990.00%0.00%0.00%Q4 2015Q4 20179
CIBC Private Wealth Group, LLC 510.00%0.00%0.01%Q3 2017Q2 20229
ADVISORY RESEARCH INC 540.07%0.86%2.57%Q1 2017Q4 20209
MILLER HOWARD INVESTMENTS INC /NY 990.16%0.19%0.22%Q3 2021Q3 20239
Ledyard National Bank 320.00%0.01%0.02%Q3 2017Q1 20229
Independence Trust CO 990.20%0.24%0.32%Q2 2013Q2 20159
NewEdge Wealth, LLC 720.01%0.04%0.13%Q2 2021Q3 20239
Bayesian Capital Management, LP 310.04%0.11%0.27%Q3 2017Q3 20239
Community Bank, N.A. 810.00%0.00%0.01%Q2 2017Q3 20229
Pendal Group Ltd 630.01%0.03%0.11%Q2 2020Q4 20229
FNY Investment Advisers, LLC 410.01%0.58%2.15%Q2 2018Q3 20229
Capital Group Private Client Services, Inc. 990.14%0.17%0.21%Q3 2021Q3 20239
Vectors Research Management, LLC 710.00%0.05%0.10%Q3 2018Q4 20219
Curated Wealth Partners LLC 540.05%0.14%0.25%Q4 2020Q2 20239
Point72 Asset Management, L.P. 550.00%0.00%0.00%Q3 2022Q3 20239
Strategic Investment Advisors / MI 710.04%0.11%0.18%Q1 2019Q4 20229
ICW Investment Advisors LLC 990.17%0.36%0.51%Q4 2019Q4 20219
Frontier Wealth Management LLC 810.05%0.12%0.22%Q4 2014Q3 20189
KAVAR CAPITAL PARTNERS GROUP, LLC 990.04%0.05%0.06%Q4 2020Q4 20229
Crosspoint Capital Strategies, LLC 520.00%0.04%0.08%Q4 2013Q4 20179
Strategic Blueprint, LLC 710.00%0.03%0.04%Q3 2019Q2 20239
Western Wealth Management, LLC 410.02%0.03%0.04%Q2 2020Q3 20239
Whitnell & Co. 630.00%0.00%0.01%Q3 2015Q2 20189
FIRST NEW YORK SECURITIES LLC /NY 510.01%0.19%0.84%Q1 2014Q3 20169
Focused Wealth Management, Inc 990.00%0.01%0.01%Q3 2021Q3 20239
TWIN FOCUS CAPITAL PARTNERS, LLC 720.18%0.26%0.32%Q2 2013Q4 20159
Itau Unibanco Holding S.A. 990.00%0.03%0.08%Q1 2017Q1 20199
GAM Holding AG 880.01%0.02%0.04%Q2 2016Q1 20188
PARADIGM ASSET MANAGEMENT CO LLC 880.03%0.20%0.33%Q4 2021Q3 20238
PITTENGER & ANDERSON INC 320.00%0.03%0.09%Q3 2015Q2 20228
WEXFORD CAPITAL LP 880.11%0.54%1.60%Q4 2021Q3 20238
ICON ADVISERS INC/CO 310.03%0.06%0.11%Q2 2013Q3 20198
ORBIS HOLDINGS LTD 880.09%0.11%0.13%Q1 2014Q4 20158
BOSTON PRIVATE BANK & TRUST CO 880.00%0.00%0.00%Q2 2013Q1 20158
AMERICAN NATIONAL BANK 440.00%0.01%0.04%Q1 2017Q4 20228
AVANTAX ADVISORY SERVICES, INC. 710.00%0.01%0.01%Q3 2020Q3 20238
Clark Capital Management Group, Inc. 310.15%0.28%0.45%Q4 2015Q4 20228
PICTET ASSET MANAGEMENT SA 880.00%0.00%0.00%Q3 2021Q2 20238
REILLY FINANCIAL ADVISORS, LLC 880.00%0.00%0.00%Q3 2017Q2 20198
BBVA USA Bancshares, Inc. 710.00%0.07%0.13%Q3 2017Q4 20198
PATHSTONE FAMILY OFFICE, LLC 210.00%0.00%0.01%Q2 2013Q3 20238
Spot Trading L.L.C 510.00%0.01%0.02%Q2 2013Q4 20148
Liberty Mutual Group Asset Management Inc. 880.03%0.06%0.11%Q4 2015Q3 20178
Virtu Financial LLC 510.03%0.08%0.17%Q4 2017Q3 20238
Westside Investment Management, Inc. 880.00%0.01%0.01%Q4 2016Q3 20188
Ranger International Management, LP 530.00%0.09%0.42%Q2 2013Q2 20158
Oxbow Advisors, LLC 880.12%0.20%0.27%Q3 2021Q2 20238
Winfield Associates, Inc. 880.02%0.03%0.03%Q1 2016Q4 20178
RPg Family Wealth Advisory, LLC 510.00%0.02%0.03%Q4 2015Q1 20228
Perigon Wealth Management, LLC 710.00%0.02%0.06%Q3 2016Q4 20208
Blackhawk Capital Partners LLC. 880.27%0.69%1.60%Q1 2019Q4 20208
RELIANCE TRUST CO OF DELAWARE 620.04%0.07%0.12%Q1 2015Q1 20188
D. SCOTT NEAL, INC. 530.00%0.02%0.07%Q4 2015Q1 20188
HighPoint Advisor Group LLC 410.03%0.05%0.08%Q2 2018Q2 20228
Teamwork Financial Advisors, LLC 880.04%0.09%0.13%Q4 2021Q3 20238
AllSquare Wealth Management LLC 880.01%0.01%0.01%Q4 2021Q3 20238
WealthPLAN Partners, LLC 210.00%0.01%0.05%Q1 2015Q2 20238
ROPES WEALTH ADVISORS LLC 510.00%0.00%0.00%Q1 2018Q4 20208
Integrated Advisors Network LLC 880.01%0.02%0.05%Q4 2020Q3 20228
Alpha Omega Wealth Management LLC 880.01%0.02%0.06%Q3 2017Q2 20198
Mascoma Wealth Management LLC 880.00%0.01%0.01%Q2 2017Q1 20198
GQG Partners LLC 710.01%2.17%3.75%Q4 2017Q2 20238
HCR Wealth Advisors 530.05%0.08%0.12%Q3 2018Q3 20208
Heritage Way Advisors, LLC 880.22%0.29%0.34%Q4 2016Q3 20188
NORTHSTAR WEALTH PARTNERS LLC 880.10%0.26%0.47%Q3 2017Q2 20198
Ridgewood Investments LLC 440.00%0.09%0.31%Q4 2022Q3 20238
EverSource Wealth Advisors, LLC 880.02%0.03%0.08%Q4 2021Q3 20238
SeaCrest Wealth Management, LLC 610.01%0.02%0.03%Q4 2017Q4 20228
Qube Research & Technologies Ltd 510.00%0.07%0.23%Q2 2020Q3 20238
TRUSTCORE FINANCIAL SERVICES, LLC 410.00%0.02%0.06%Q4 2017Q4 20228
Johnson Midwest Financial, LLC 880.01%0.04%0.10%Q4 2021Q3 20238
Winthrop Partners - WNY, LLC 882.76%3.97%5.34%Q4 2017Q3 20198
Versant Capital Management, Inc 310.00%0.01%0.02%Q3 2017Q3 20238
CreativeOne Wealth, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
Inlet Private Wealth, LLC 420.05%0.47%1.17%Q1 2019Q3 20238
Old North State Trust, LLC 310.01%0.06%0.09%Q3 2018Q1 20238
Core Alternative Capital 880.00%0.01%0.01%Q4 2021Q3 20238
Ranch Capital Advisors Inc. 880.01%0.01%0.03%Q4 2019Q3 20218
TI-TRUST, INC 880.22%0.26%0.32%Q4 2021Q3 20238
Orion Portfolio Solutions, LLC 410.00%0.01%0.02%Q4 2019Q3 20238
MADDEN SECURITIES Corp 880.19%0.46%0.89%Q4 2021Q3 20238
Citizens National Bank Trust Department 880.00%0.00%0.00%Q4 2021Q3 20238
44 WEALTH MANAGEMENT LLC 530.12%0.20%0.25%Q2 2021Q2 20238
WOODWARD DIVERSIFIED CAPITAL, LLC 880.16%0.18%0.20%Q2 2021Q1 20238
Palumbo Wealth Management LLC 880.31%0.44%0.59%Q4 2020Q3 20228
SkyView Investment Advisors, LLC 620.05%0.09%0.13%Q1 2021Q2 20238
Bard Financial Services, Inc. 880.02%0.08%0.11%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
FourThought Financial, LLC 880.03%0.04%0.06%Q4 2020Q3 20228
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
REUTER JAMES WEALTH MANAGEMENT, LLC 880.56%0.86%1.16%Q4 2021Q3 20238
Covestor Ltd 880.00%0.00%0.00%Q4 2021Q3 20238
Guardian Wealth Management, Inc. 880.05%0.09%0.20%Q4 2021Q3 20238
Byrne Asset Management LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Forum Financial Management, LP 880.01%0.02%0.03%Q4 2021Q3 20238
Key Client Fiduciary Advisors, LLC 880.18%0.23%0.29%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
THRIVENT FINANCIAL FOR LUTHERANS 510.00%0.11%0.43%Q2 2013Q1 20238
WINMILL & CO. INC 710.86%3.44%4.67%Q3 2019Q1 20238
CONNING INC. 620.01%0.04%0.06%Q2 2014Q4 20178
CALIFORNIA FIRST LEASING CORP 881.44%3.13%4.46%Q4 2021Q3 20238
TURNER INVESTMENTS LLC 880.01%0.02%0.07%Q2 2013Q1 20158
TOCQUEVILLE ASSET MANAGEMENT L.P. 880.01%0.20%0.35%Q3 2017Q2 20198
NATIONAL BANK OF CANADA /FI/ 880.01%0.01%0.02%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
CYPRESS ASSET MANAGEMENT INC/TX 770.08%0.45%0.56%Q2 2013Q4 20147
Optiver Holding B.V. 310.00%0.01%0.04%Q3 2021Q3 20237
Campbell & CO Investment Adviser LLC 210.17%0.74%2.05%Q4 2014Q1 20217
Trexquant Investment LP 210.02%0.06%0.12%Q2 2018Q2 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.01%0.02%Q1 2021Q4 20227
Alaethes Wealth LLC 430.00%0.50%1.15%Q2 2021Q3 20237
Prestige Wealth Management Group LLC 410.00%0.00%0.00%Q4 2018Q4 20227
Schechter Investment Advisors, LLC 610.02%0.03%0.04%Q4 2021Q3 20237
Hartford Financial Management Inc. 610.00%0.00%0.00%Q3 2017Q3 20217
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
Placemark Investments, Inc. 770.09%0.16%0.24%Q2 2013Q4 20147
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Evolution Wealth Advisors, LLC 430.00%0.01%0.01%Q3 2019Q3 20217
Hendershot Investments Inc. 770.03%0.05%0.07%Q4 2021Q2 20237
Avior Wealth Management, LLC 520.00%0.00%0.00%Q3 2017Q2 20217
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.01%0.03%Q2 2013Q4 20147
Cadence Bank 610.00%0.02%0.04%Q4 2017Q1 20237
Timber Hill LLC 520.00%0.00%0.01%Q4 2013Q4 20167
FORA Capital, LLC 320.04%0.12%0.26%Q4 2019Q2 20227
Concorde Asset Management, LLC 520.43%1.41%2.41%Q1 2021Q4 20227
HM PAYSON & CO 410.00%0.00%0.00%Q2 2019Q3 20237
MILES CAPITAL, INC. 770.17%0.18%0.21%Q3 2016Q1 20187
Certified Advisory Corp 770.00%0.01%0.02%Q4 2017Q2 20197
180 WEALTH ADVISORS, LLC 520.05%0.08%0.15%Q4 2017Q3 20237
Requisite Capital Management, LLC 770.08%0.12%0.17%Q1 2022Q3 20237
Clarus Wealth Advisors 770.10%0.17%0.28%Q4 2017Q2 20197
Savior LLC 770.01%0.01%0.01%Q4 2019Q2 20217
Tidal Investments LLC 770.03%0.04%0.05%Q1 2022Q3 20237
Raleigh Capital Management Inc. 770.65%1.19%1.67%Q1 2022Q3 20237
Stonehage Fleming Financial Services Holdings Ltd 520.00%0.01%0.03%Q4 2014Q3 20217
EXANE DERIVATIVES 310.00%0.01%0.07%Q1 2017Q1 20227
Crewe Advisors LLC 510.00%0.01%0.02%Q4 2017Q3 20207
Convergence Investment Partners, LLC 410.00%0.05%0.13%Q2 2013Q1 20187
Western Asset Management Company, LLC 520.00%0.00%0.00%Q3 2018Q2 20207
PRICE T ROWE ASSOCIATES INC /MD/ 610.00%0.00%0.00%Q3 2017Q3 20207
Waverly Advisors, LLC 520.00%0.01%0.02%Q3 2013Q3 20157
HOHIMER WEALTH MANAGEMENT, LLC 770.63%0.75%0.88%Q3 2020Q1 20227
Fingerlakes Wealth Management, Inc. 520.26%0.31%0.38%Q4 2021Q3 20237
Parisi Gray Wealth Management 610.00%0.01%0.02%Q4 2017Q2 20217
EdgePoint Investment Group Inc. 770.02%0.02%0.02%Q1 2022Q3 20237
Integrated Wealth Management 770.00%0.00%0.00%Q1 2015Q3 20167
TD Capital Management LLC 510.00%0.00%0.01%Q3 2017Q3 20237
WHITENER CAPITAL MANAGEMENT, INC. 520.00%0.00%0.00%Q4 2017Q3 20197
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 410.00%0.01%0.02%Q1 2016Q4 20227
MONTAG A & ASSOCIATES INC 770.00%0.00%0.00%Q4 2020Q2 20227
RB Capital Management, LLC 770.01%0.37%0.66%Q2 2017Q4 20187
First Command Bank 410.00%0.01%0.02%Q3 2017Q4 20217
DELTA ASSET MANAGEMENT LLC/TN 770.00%0.01%0.02%Q1 2017Q3 20187
1st Global Advisors, Inc. 610.04%0.07%0.09%Q2 2013Q2 20177
West Family Investments, Inc. 510.07%0.09%0.12%Q2 2021Q3 20237
Cascade Investment Advisors, Inc. 610.00%0.00%0.01%Q1 2021Q1 20237
SILVER OAK SECURITIES, INCORPORATED 770.05%0.07%0.10%Q1 2022Q3 20237
Cable Hill Partners, LLC 770.00%0.01%0.03%Q3 2017Q1 20197
Weaver Consulting Group 770.00%0.01%0.01%Q1 2019Q3 20207
DUBUQUE BANK & TRUST CO 770.00%0.00%0.00%Q3 2017Q1 20197
Mosaic Family Wealth, LLC 770.00%0.01%0.02%Q3 2017Q1 20197
GRIFFIN ASSET MANAGEMENT, INC. 410.01%0.05%0.07%Q2 2019Q3 20237
Oliver Luxxe Assets LLC 520.63%0.92%1.17%Q4 2015Q3 20237
Bluefin Trading, LLC 410.00%0.03%0.07%Q1 2016Q4 20197
Formidable Asset Management, LLC 510.04%0.24%0.30%Q1 2019Q3 20237
CKW FINANCIAL GROUP 770.01%0.01%0.01%Q4 2013Q2 20157
Vise Technologies, Inc. 770.09%0.16%0.20%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 510.01%0.01%0.01%Q1 2022Q3 20236
Avion Wealth 660.00%0.01%0.01%Q2 2022Q3 20236
Quent Capital, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Meixler Investment Management, Ltd. 661.48%1.85%2.18%Q4 2021Q1 20236
Congress Wealth Management LLC / DE / 660.00%0.01%0.01%Q4 2021Q1 20236
Ameritas Advisory Services, LLC 510.01%0.03%0.04%Q1 2022Q3 20236
Bell Investment Advisors, Inc 660.00%0.00%0.00%Q2 2022Q3 20236
Atlas Private Wealth Advisors 660.00%0.00%0.00%Q2 2020Q3 20216
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 510.01%0.04%0.06%Q4 2020Q4 20226
Cutler Capital Management, LLC 660.04%0.10%0.14%Q1 2021Q2 20226
XTX Topco Ltd 510.06%0.13%0.22%Q1 2022Q3 20236
CHIRON CAPITAL MANAGEMENT, LLC 660.35%0.51%0.72%Q3 2020Q4 20216
Rise Advisors, LLC 660.01%0.02%0.03%Q2 2022Q3 20236
Goodman Advisory Group, LLC 660.01%0.02%0.02%Q2 2022Q3 20236
Blue Trust, Inc. 660.00%0.01%0.02%Q2 2022Q3 20236
Naviter Wealth, LLC 660.18%0.29%0.38%Q2 2022Q3 20236
Covington Capital Management 310.00%0.00%0.00%Q4 2017Q1 20226
Tacita Capital Inc 660.00%0.00%0.00%Q4 2021Q1 20236
Thrive Capital Management, LLC 660.15%0.31%0.46%Q2 2022Q3 20236
MISSION WEALTH MANAGEMENT, LP 660.01%0.01%0.01%Q2 2022Q3 20236
SHIKIAR ASSET MANAGEMENT INC 660.10%0.23%0.38%Q1 2016Q2 20176
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 660.00%0.01%0.02%Q3 2017Q4 20186
Private Ocean, LLC 310.00%0.00%0.01%Q3 2017Q3 20236
Capital International, Inc./CA/ 410.00%0.01%0.03%Q1 2020Q3 20236
Quantitative Systematic Strategies LLC 310.04%0.28%0.71%Q3 2017Q2 20216
FOX RUN MANAGEMENT, L.L.C. 310.08%0.16%0.26%Q3 2018Q2 20236
Pinnacle Summer Investments, Inc. 660.01%0.01%0.01%Q3 2014Q4 20156
TRIANGLE PEAK PARTNERS, LP 510.23%0.34%0.61%Q4 2013Q3 20156
TELEMUS CAPITAL, LLC 660.02%0.05%0.10%Q3 2017Q4 20186
Nelson Capital Management, LLC 420.00%0.00%0.00%Q3 2017Q1 20196
First Capital Advisors Group, LLC. 510.01%0.22%0.33%Q1 2018Q2 20236
MARK SHEPTOFF FINANCIAL PLANNING, LLC 220.01%0.05%0.13%Q1 2017Q1 20236
Edge Advisors, LLC 660.00%0.07%0.21%Q1 2017Q2 20186
Carnegie Capital Asset Management, LLC 660.03%0.04%0.06%Q2 2017Q3 20186
AT Bancorp 660.04%0.19%0.34%Q1 2016Q2 20176
Charles Schwab Investment Advisory, Inc. 660.00%0.01%0.02%Q2 2018Q3 20196
First Command Financial Services, Inc. 410.00%0.00%0.02%Q3 2017Q3 20216
NumerixS Investment Technologies Inc 410.03%0.10%0.15%Q4 2015Q4 20176
HIGHLAND CAPITAL MANAGEMENT, LLC 510.02%0.05%0.12%Q3 2017Q1 20196
HIGHBRIDGE CAPITAL MANAGEMENT LLC 330.02%0.14%0.25%Q1 2017Q3 20176
Sargent Bickham Lagudis LLC 210.00%0.00%0.02%Q3 2016Q3 20216
CAMBIAR INVESTORS LLC 660.24%2.74%4.05%Q3 2017Q4 20186
CFS, LLC 660.22%0.43%0.56%Q2 2013Q3 20146
HARTFORD INVESTMENT MANAGEMENT CO 210.00%0.00%0.01%Q3 2014Q1 20176
ELLINGTON MANAGEMENT GROUP LLC 110.03%0.13%0.32%Q2 2014Q4 20196
Winch Advisory Services, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Israel Discount Bank of New York 660.03%0.04%0.04%Q4 2017Q1 20196
Daiwa Securities Group Inc. 660.01%0.02%0.02%Q4 2021Q1 20236
Paloma Partners Management Co 310.00%0.01%0.02%Q1 2015Q1 20196
Aevitas Wealth Management, Inc. 660.00%0.06%0.13%Q4 2017Q1 20196
Chevy Chase Trust Holdings, LLC 510.00%0.00%0.00%Q3 2017Q4 20196
Squar Milner Financial Services LLC 510.00%0.00%0.01%Q2 2018Q4 20196
White Lighthouse Investment Management Inc. 660.10%0.11%0.12%Q2 2019Q3 20206
Independence Bank of Kentucky 420.00%0.06%0.27%Q4 2017Q1 20206
TWO SIGMA SECURITIES, LLC 310.01%0.01%0.02%Q4 2017Q4 20226
Legacy Financial Advisors, Inc. 660.01%0.02%0.03%Q4 2017Q1 20196
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 510.07%0.22%0.34%Q1 2021Q3 20226
HAYS ADVISORY LLC 660.06%0.09%0.13%Q1 2017Q2 20186
CAPITAL ONE, NATIONAL ASSOCIATION 420.02%0.03%0.05%Q2 2016Q2 20186
NORDEA INVESTMENT MANAGEMENT AB 330.00%0.00%0.00%Q3 2017Q1 20196
FIRST MERCANTILE TRUST CO 660.00%0.01%0.01%Q2 2013Q3 20146
MGO ONE SEVEN LLC 310.01%0.03%0.05%Q4 2017Q4 20226
SVB WEALTH LLC 210.00%0.42%1.36%Q2 2018Q4 20226
Willingdon Wealth Management 410.00%0.02%0.03%Q4 2017Q1 20206
ExodusPoint Capital Management, LP 310.00%0.01%0.03%Q1 2019Q2 20236
JET CAPITAL INVESTORS L P 411.53%3.34%5.69%Q4 2016Q1 20186
Landmark Bank 420.07%0.15%0.19%Q2 2018Q4 20196
SEGALL BRYANT & HAMILL, LLC 660.02%0.02%0.02%Q2 2018Q3 20196
Reitz Capital Advisors LLC 660.26%0.50%0.87%Q2 2022Q3 20236
Walleye Capital LLC 330.00%0.00%0.02%Q1 2023Q3 20236
Employees Retirement System of Texas 660.04%0.08%0.11%Q4 2021Q1 20236
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 420.00%0.01%0.06%Q3 2020Q3 20236
Global Wealth Management Investment Advisory, Inc. 660.00%0.02%0.06%Q4 2018Q1 20206
PRELUDE CAPITAL MANAGEMENT, LLC 410.00%0.03%0.12%Q3 2017Q3 20226
Y-Intercept (Hong Kong) Ltd 220.06%0.33%0.93%Q4 2020Q1 20236
Coston, McIsaac & Partners 660.02%0.02%0.04%Q2 2022Q3 20236
ICA Group Wealth Management, LLC 660.00%0.05%0.07%Q1 2022Q2 20236
Altrius Capital Management Inc 661.57%1.71%1.82%Q2 2022Q3 20236
Price Jennifer C. 660.11%0.16%0.27%Q2 2022Q3 20236
Finer Wealth Management, Inc. 660.23%0.27%0.34%Q2 2022Q3 20236
PSI Advisors, LLC 320.00%0.00%0.00%Q3 2021Q3 20235
COMERICA SECURITIES INC 550.04%0.06%0.08%Q4 2017Q4 20185
TEACHERS ADVISORS, LLC 550.00%0.01%0.01%Q3 2017Q3 20185
Surevest, LLC 550.20%0.31%0.46%Q4 2018Q4 20195
PIN OAK INVESTMENT ADVISORS INC 410.00%0.01%0.01%Q4 2017Q2 20235
KMS FINANCIAL SERVICES, INC 550.07%0.18%0.22%Q3 2013Q3 20145
VICTORY CAPITAL MANAGEMENT INC 320.00%0.00%0.00%Q3 2017Q3 20235
Strategic Asset Management, LLC 550.02%0.03%0.03%Q3 2021Q3 20225
BELLEVUE ASSET MANAGEMENT, LLC 550.00%0.00%0.00%Q1 2020Q1 20215
Stokes Family Office, LLC 320.04%0.05%0.08%Q3 2021Q3 20235
Crescent Capital Consulting, LLC 550.02%0.02%0.02%Q4 2020Q4 20215
CANTOR FITZGERALD, L. P. 320.22%0.62%1.47%Q1 2022Q2 20235
BB&T INVESTMENT SERVICES, INC. 550.00%0.02%0.09%Q4 2016Q4 20175
Townsend & Associates, Inc 550.38%0.77%1.07%Q3 2022Q3 20235
MV CAPITAL MANAGEMENT, INC. 210.00%0.00%0.01%Q4 2014Q2 20205
ACG Wealth 410.01%0.05%0.08%Q3 2017Q2 20225
Wealth Advisors of Iowa, LLC 550.23%0.41%0.67%Q2 2021Q2 20225
Intellectus Partners, LLC 550.00%0.00%0.00%Q2 2017Q2 20185
Catamount Wealth Management 550.01%0.01%0.01%Q1 2017Q1 20185
Activest Wealth Management 320.00%0.00%0.00%Q1 2022Q3 20235
Koshinski Asset Management, Inc. 410.00%0.01%0.02%Q3 2021Q4 20225
MEITAV INVESTMENT HOUSE LTD 550.01%0.02%0.02%Q4 2018Q4 20195
WILMINGTON TRUST CO 550.01%0.02%0.02%Q2 2013Q2 20145
AUA CAPITAL MANAGEMENT, LLC 550.35%0.48%0.58%Q3 2017Q3 20185
THORNBURG INVESTMENT MANAGEMENT INC 550.07%1.02%1.39%Q3 2017Q3 20185
Eudaimonia Partners, LLC 550.01%0.01%0.02%Q1 2020Q1 20215
Kernodle & Katon Asset Management Group, LLC 550.08%0.10%0.12%Q4 2015Q4 20165
Nuveen Asset Management, LLC 320.00%0.00%0.00%Q3 2017Q3 20195
Invst, LLC 410.04%0.08%0.12%Q1 2019Q1 20215
CHARTWELL INVESTMENT PARTNERS, LLC 410.06%0.07%0.08%Q2 2018Q4 20195
RWC Asset Management LLP 550.23%0.31%0.37%Q3 2017Q3 20185
Quantamental Technologies LLC 310.08%0.21%0.45%Q1 2019Q4 20225
MARINO, STRAM & ASSOCIATES LLC 550.00%0.00%0.00%Q4 2017Q4 20185
PDT Partners, LLC 210.02%0.04%0.09%Q2 2013Q2 20155
ETF Store, Inc. 410.16%0.17%0.18%Q2 2022Q3 20235
Gupta Wealth Management LLC 550.16%0.18%0.21%Q1 2015Q1 20165
Aquatic Capital Management LLC 310.01%0.04%0.11%Q4 2021Q3 20235
WOODMONT INVESTMENT COUNSEL LLC 410.00%0.00%0.01%Q2 2015Q3 20165
CSS LLC/IL 320.03%0.11%0.34%Q2 2017Q3 20235
Csenge Advisory Group 210.00%0.03%0.07%Q3 2018Q4 20225
CARDIFF PARK ADVISORS, LLC 550.05%0.06%0.06%Q4 2021Q4 20225
MPS Loria Financial Planners, LLC 410.01%0.01%0.03%Q2 2017Q1 20215
AMUSSEN HUNSAKER ASSOCIATES LLC 550.10%0.18%0.24%Q3 2017Q3 20185
Dakota Community Bank & Trust NA 550.64%0.70%0.76%Q3 2022Q3 20235
Antonetti Capital Management LLC 550.02%0.03%0.03%Q2 2013Q2 20145
LSV ASSET MANAGEMENT 550.01%0.01%0.01%Q3 2015Q3 20165
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 550.01%0.02%0.03%Q3 2017Q3 20185
TUCKER ASSET MANAGEMENT LLC 550.00%0.01%0.01%Q3 2022Q3 20235
PARK NATIONAL CORP /OH/ 550.01%0.02%0.02%Q3 2017Q3 20185
Soltis Investment Advisors LLC 550.03%0.04%0.04%Q2 2021Q2 20225
Dynamic Technology Lab Private Ltd 210.06%0.13%0.18%Q2 2018Q1 20235
Delos Wealth Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Wintergreen Advisers 554.41%12.04%28.05%Q3 2017Q3 20185
ROCKEFELLER FINANCIAL SERVICES INC 210.00%0.00%0.00%Q2 2013Q4 20175
WASHINGTON TRUST Co 310.00%0.00%0.00%Q2 2018Q4 20215
Sheaff Brock Investment Advisors, LLC 210.02%0.03%0.04%Q3 2017Q3 20235
Camelot Portfolios, LLC 410.12%0.14%0.18%Q2 2015Q3 20165
WILLIAMS JONES & ASSOCIATES LLC 550.01%0.01%0.02%Q3 2017Q3 20185
COLONY GROUP LLC 410.00%0.01%0.02%Q3 2015Q1 20235
Cutter & CO Brokerage, Inc. 550.09%0.11%0.14%Q1 2016Q1 20175
AEGON ASSET MANAGEMENT UK PLC 550.18%0.64%0.89%Q3 2017Q3 20185
Compass Wealth Management LLC 550.01%0.01%0.02%Q4 2022Q4 20235
Horizon Kinetics 550.01%0.01%0.02%Q3 2017Q3 20185
Caprock Group, LLC 210.02%0.05%0.07%Q3 2017Q1 20235
Insight Folios Inc 550.11%1.65%2.06%Q3 2022Q3 20235
Stonebridge Capital Advisors LLC 310.00%0.00%0.00%Q2 2019Q3 20215
MBM Wealth Consultants, LLC 550.01%0.01%0.02%Q4 2018Q4 20195
Regal Investment Advisors LLC 310.00%0.02%0.04%Q3 2014Q4 20195
Candriam S.C.A. 550.01%0.02%0.02%Q3 2017Q3 20185
Highlander Capital Management, LLC 550.02%0.03%0.04%Q3 2017Q3 20185
Graves Light Lenhart Wealth, Inc. 550.01%0.01%0.02%Q4 2020Q4 20215
LBMC INVESTMENT ADVISORS, LLC 320.02%0.03%0.04%Q3 2020Q2 20225
NORTHWEST WEALTH MANAGEMENT, LLC 550.02%0.02%0.02%Q1 2018Q1 20195
Resolute Advisors LLC 550.00%0.00%0.00%Q3 2021Q3 20225
CapWealth Advisors, LLC 410.00%0.00%0.00%Q2 2013Q3 20165
SevenBridge Financial Group, LLC 410.00%0.01%0.01%Q3 2017Q4 20185
YorkBridge Wealth Partners, LLC 320.00%0.01%0.03%Q4 2016Q1 20185
JNBA Financial Advisors 210.00%0.01%0.03%Q3 2016Q3 20235
COMMONS CAPITAL, LLC 550.37%0.47%0.56%Q4 2021Q4 20225
ADVISOR PARTNERS II, LLC 550.02%0.04%0.06%Q3 2022Q3 20235
FUKOKU MUTUAL LIFE INSURANCE Co 550.87%1.20%1.47%Q3 2017Q3 20185
APG Asset Management N.V. 550.02%0.06%0.07%Q3 2017Q3 20185
Wealth Architects, LLC 550.09%0.12%0.14%Q3 2017Q3 20185
Ethic Inc. 550.01%0.04%0.06%Q1 2022Q1 20235
Vantage Investment Advisors, LLC 550.01%0.01%0.01%Q3 2017Q3 20185
SANDERS MORRIS HARRIS LLC 210.04%0.08%0.10%Q3 2017Q3 20235
FIL Ltd 550.00%0.00%0.00%Q3 2017Q3 20185
Meiji Yasuda Asset Management Co Ltd. 550.02%0.03%0.04%Q3 2017Q3 20185
Quadrature Capital Ltd 110.03%0.21%0.54%Q4 2016Q2 20225
LONDON CO OF VIRGINIA 550.01%0.01%0.02%Q3 2017Q3 20185
Total Clarity Wealth Management, Inc. 410.00%0.19%0.30%Q2 2022Q3 20235
CPWM, LLC 310.02%0.09%0.14%Q1 2018Q3 20224
Ameritas Investment Company, LLC 310.00%0.01%0.02%Q3 2019Q1 20214
CANANDAIGUA NATIONAL BANK & TRUST CO 440.04%0.06%0.06%Q1 2018Q4 20184
StrategIQ Financial Group, LLC 440.07%0.10%0.12%Q3 2017Q2 20184
BEACON FINANCIAL GROUP 440.04%0.05%0.06%Q4 2017Q3 20184
ASTURIAS CAPITAL LLC 445.79%8.28%9.63%Q2 2017Q1 20184
Sensato Investors LLC 310.16%1.30%2.34%Q1 2016Q1 20174
CAMBRIDGE TRUST CO 440.00%0.00%0.00%Q4 2021Q3 20224
BNP Paribas Asset Management Holding S.A. 440.06%0.30%0.47%Q3 2017Q2 20184
Brookfield Asset Management 440.00%0.01%0.01%Q2 2013Q1 20144
WEALTHCARE CAPITAL MANAGEMENT LLC 210.00%0.00%0.00%Q3 2014Q4 20194
Simmons Bank 310.02%0.04%0.06%Q3 2017Q3 20204
Nicholas Hoffman & Company, LLC. 440.08%0.09%0.10%Q2 2017Q1 20184
NAVELLIER & ASSOCIATES INC 440.01%0.01%0.02%Q3 2012Q2 20134
CHAPIN DAVIS, INC. 440.11%0.13%0.16%Q4 2022Q3 20234
Gallacher Capital Management LLC 440.16%0.17%0.18%Q4 2022Q3 20234
Quinn Opportunity Partners LLC 210.06%0.52%1.32%Q3 2017Q1 20224
FourThought Financial Partners, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
GIRARD PARTNERS LTD. 310.02%0.07%0.11%Q3 2017Q3 20184
Legacy Bridge, LLC 440.01%0.01%0.01%Q1 2019Q4 20194
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 440.03%0.10%0.15%Q4 2017Q3 20184
RFP Financial Group LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Windsor Capital Management, LLC 310.03%0.04%0.04%Q2 2013Q3 20154
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 440.02%0.03%0.03%Q3 2017Q2 20184
tru Independence LLC 310.00%0.11%0.16%Q4 2019Q4 20204
Colonial Trust Co / SC 440.01%0.01%0.01%Q4 2022Q3 20234
Wealth Quarterback LLC 220.01%0.01%0.01%Q4 2019Q3 20214
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 440.11%0.12%0.13%Q3 2017Q2 20184
PRICE MICHAEL F 440.06%0.07%0.08%Q2 2021Q1 20224
MARTIN CURRIE LTD 440.00%0.00%0.00%Q4 2017Q3 20184
Ninety One North America, Inc. 440.01%0.06%0.11%Q1 2018Q4 20184
WP Advisors, LLC 210.02%0.04%0.09%Q2 2018Q3 20214
MACROVIEW INVESTMENT MANAGEMENT LLC 210.01%0.02%0.04%Q2 2017Q3 20234
Merriman Wealth Management, LLC 440.01%0.02%0.03%Q1 2021Q4 20214
Ahrens Investment Partners LLC 310.01%0.01%0.02%Q4 2021Q1 20234
Lake Point Wealth Management 310.00%0.03%0.10%Q4 2018Q4 20194
Cyndeo Wealth Partners, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
EMERGING SOVEREIGN GROUP LLC 445.12%6.78%10.01%Q1 2017Q4 20174
Clear Perspective Advisors, LLC 440.01%0.03%0.07%Q3 2017Q2 20184
KINGS POINT CAPITAL MANAGEMENT 220.00%0.01%0.04%Q2 2014Q1 20184
HBK Sorce Advisory LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Aviance Capital Partners, LLC 440.07%0.32%0.68%Q2 2017Q1 20184
Clearstead Trust, LLC 440.04%0.64%1.17%Q2 2017Q1 20184
Intercontinental Wealth Advisors, LLC 440.00%0.01%0.01%Q4 2018Q3 20194
TUDOR INVESTMENT CORP ET AL 310.01%0.06%0.15%Q2 2022Q2 20234
UNITED STATES STEEL & CARNEGIE PENSION FUND 440.51%1.42%2.50%Q4 2016Q3 20174
State of New Jersey Common Pension Fund D 440.06%0.07%0.08%Q3 2017Q2 20184
MCIA Inc 440.08%0.30%0.41%Q2 2017Q1 20184
Wilmington Trust, National Association 220.01%0.01%0.02%Q2 2013Q2 20144
AMERICAFIRST CAPITAL MANAGEMENT, LLC 210.02%0.75%2.42%Q4 2014Q3 20174
Legacy Advisors, LLC 440.01%0.01%0.01%Q3 2017Q2 20184
HARBOR INVESTMENT ADVISORY, LLC 310.00%0.01%0.01%Q1 2022Q2 20234
ASSOCIATED BANC-CORP 440.00%0.00%0.00%Q1 2020Q4 20204
MONETA GROUP INVESTMENT ADVISORS LLC 220.01%0.01%0.01%Q4 2017Q4 20194
DUFF & PHELPS INVESTMENT MANAGEMENT CO 440.05%0.07%0.09%Q3 2016Q2 20174
FIRST HAWAIIAN BANK 310.00%0.02%0.04%Q2 2013Q1 20194
WEDGEWOOD INVESTORS INC /PA/ 440.22%0.29%0.38%Q3 2017Q2 20184
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Bridgefront Capital, LLC 310.12%0.21%0.44%Q1 2022Q2 20234
Concert Wealth Management Inc. 440.03%0.04%0.06%Q2 2015Q1 20164
Sanctuary Wealth Management, L.L.C. 210.02%0.03%0.03%Q1 2010Q3 20234
Merit Financial Group, LLC 310.01%0.01%0.02%Q2 2022Q2 20234
MONEY CONCEPTS CAPITAL CORP 440.00%0.01%0.01%Q1 2022Q4 20224
GTS SECURITIES LLC 220.00%0.03%0.10%Q2 2023Q3 20234
Elite Wealth Management, Inc. 440.00%0.02%0.04%Q1 2013Q4 20134
Financial Advocates Investment Management 310.02%0.02%0.03%Q2 2022Q2 20234
CORNERSTONE ADVISORS INC 440.13%0.15%0.16%Q3 2017Q2 20184
WEST BANCORPORATION INC 440.01%0.01%0.01%Q4 2019Q3 20204
Jackson Wealth Management, LLC 440.40%0.47%0.52%Q2 2017Q1 20184
EisnerAmper Wealth Management Corporate Benefits, LLC 440.36%0.37%0.38%Q4 2014Q3 20154
Bleakley Financial Group, LLC 440.06%0.06%0.07%Q4 2022Q3 20234
Arkadios Wealth Advisors 210.00%0.00%0.00%Q1 2020Q3 20214
MIDAS MANAGEMENT CORP 440.83%0.90%0.98%Q3 2018Q2 20194
Leelyn Smith, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
Cercano Management LLC 440.01%0.01%0.01%Q4 2022Q3 20234
CERTUITY, LLC 440.05%0.06%0.07%Q3 2021Q2 20224
Banque Cantonale Vaudoise 440.00%0.00%0.01%Q4 2022Q3 20234
Jolley Asset Management, LLC 440.01%0.01%0.01%Q3 2017Q2 20184
Vident Investment Advisory, LLC 310.01%0.02%0.03%Q2 2022Q2 20234
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
RETIREMENT GUYS FORMULA LLC 440.17%0.32%0.38%Q1 2022Q4 20224
MAPLE SECURITIES USA INC 310.03%0.05%0.06%Q2 2013Q1 20154
Integrated Wealth Concepts LLC 440.01%0.01%0.01%Q4 2022Q3 20234
HL FINANCIAL SERVICES LLC 310.00%0.01%0.01%Q3 2017Q4 20184
Avantax Planning Partners, Inc. 310.00%0.02%0.04%Q3 2017Q3 20184
AIGEN INVESTMENT MANAGEMENT, LP 210.03%0.28%0.63%Q4 2019Q2 20234
Atlas Private Wealth Management, LLC 440.01%0.01%0.03%Q4 2019Q3 20204
Foundations Investment Advisors, LLC 440.01%0.08%0.11%Q4 2022Q3 20234
First American Bank 310.10%0.12%0.13%Q3 2017Q3 20184
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.01%Q4 2022Q3 20234
ATTICUS WEALTH MANAGEMENT, LLC 310.00%0.00%0.00%Q4 2019Q3 20224
High Falls Advisors, Inc 440.08%0.09%0.10%Q1 2017Q4 20174
VisionPoint Advisory Group, LLC 310.10%0.33%0.56%Q1 2020Q3 20234
Cooper Financial Group 440.07%0.09%0.11%Q3 2019Q2 20204
Sutton Wealth Advisors Inc. 440.02%0.03%0.05%Q3 2017Q2 20184
EPACRIA CAPITAL PARTNERS, LLC 448.04%8.33%8.87%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.01%0.01%0.03%Q4 2022Q3 20234
Selective Wealth Management, Inc. 210.00%0.01%0.02%Q3 2018Q4 20204
Apriem Advisors 210.00%0.01%0.01%Q2 2015Q1 20174
First County Bank /CT/ 440.80%1.25%1.60%Q4 2022Q3 20234
Ninety One UK Ltd 220.00%0.01%0.01%Q3 2017Q4 20184
Quantinno Capital Management LP 440.02%0.05%0.11%Q4 2022Q3 20234
GUYASUTA INVESTMENT ADVISORS INC 310.02%0.02%0.02%Q1 2021Q2 20224
KBC Group NV 440.00%0.00%0.01%Q3 2017Q2 20184
Ascent Group, LLC 440.03%0.03%0.04%Q4 2021Q3 20224
Park Place Capital Corp 440.16%0.29%0.44%Q4 2022Q3 20234
B. Riley Wealth Management, Inc. 440.00%0.02%0.04%Q3 2021Q2 20224
Blue Chip Partners, LLC 440.16%0.39%0.57%Q3 2017Q2 20184
Beverly Hills Private Wealth, LLC 440.27%0.35%0.42%Q4 2022Q3 20234
BRANDYWINE OAK PRIVATE WEALTH LLC 210.01%0.02%0.03%Q4 2018Q1 20224
Signature Wealth Management Partners, LLC 210.18%0.20%0.22%Q2 2021Q4 20224
SAL Trading, LLC 220.38%0.62%0.91%Q4 2021Q3 20234
JB Capital LLC 440.03%0.03%0.03%Q3 2021Q2 20224
Bank of New Hampshire 440.01%0.01%0.01%Q3 2022Q2 20234
Applied Capital LLC/FL 440.51%0.56%0.62%Q4 2022Q3 20234
Connectus Wealth, LLC 440.01%0.02%0.02%Q2 2022Q1 20234
Parsec Financial Management, Inc. 220.02%0.03%0.04%Q3 2017Q4 20214
Richard W. Paul & Associates, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Annapolis Financial Services, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Center For Asset Management LLC 440.85%0.90%0.96%Q2 2022Q1 20234
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q2 2013Q2 20224
Penserra Capital Management LLC 440.00%0.00%0.01%Q3 2022Q2 20234
Kennon-Green & Company, LLC 445.34%6.00%7.43%Q4 2022Q3 20234
HF Advisory Group, LLC 440.69%0.72%0.76%Q4 2022Q3 20234
Outlook Wealth Advisors, LLC 440.13%0.26%0.42%Q4 2018Q3 20194
Euclid Advisors LLC 440.16%2.53%5.20%Q1 2016Q4 20164
TIAA CREF INVESTMENT MANAGEMENT LLC 310.00%0.01%0.02%Q3 2017Q1 20194
FNY Partners Fund LP 440.00%3.64%7.51%Q1 2017Q4 20174
Krilogy Financial LLC 310.02%0.02%0.03%Q3 2017Q3 20184
Capital Investment Advisory Services, LLC 440.01%0.01%0.02%Q4 2018Q3 20194
Coronation Fund Managers Ltd. 440.12%0.14%0.15%Q1 2019Q4 20194
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 440.00%0.00%0.00%Q4 2022Q3 20234
Karp Capital Management Corp 210.01%0.07%0.18%Q2 2015Q1 20173
W.G. Shaheen & Associates DBA Whitney & Co 330.01%0.01%0.01%Q1 2018Q3 20183
HERNDON CAPITAL MANAGEMENT LLC 210.00%0.00%0.00%Q2 2013Q2 20143
Omnia Family Wealth, LLC 330.00%0.01%0.02%Q2 2017Q4 20173
Skye Global Management LP 331.18%2.23%2.88%Q3 2021Q1 20223
First National Bank of South Miami 330.01%0.01%0.01%Q4 2019Q2 20203
Ergoteles LLC 210.01%0.02%0.03%Q3 2022Q2 20233
Hamlin Capital Management, LLC 331.92%2.08%2.21%Q1 2018Q3 20183
Alpha Square Group S LLC 330.59%1.17%2.21%Q1 2022Q3 20223
Zweig-DiMenna Associates LLC 110.01%0.28%0.80%Q2 2014Q3 20173
Ballentine Partners, LLC 110.01%0.01%0.02%Q2 2017Q3 20233
CoreCap Advisors, LLC 110.00%0.00%0.01%Q4 2021Q4 20223
BARROW HANLEY MEWHINNEY & STRAUSS LLC 330.00%0.00%0.00%Q3 2017Q1 20183
Washington Trust Advisors, Inc. 330.00%0.00%0.00%Q4 2021Q2 20223
Beacon Pointe Advisors, LLC 210.01%0.01%0.01%Q1 2022Q3 20233
Destination Wealth Management 330.00%0.00%0.00%Q1 2018Q3 20183
Glass Jacobson Investment Advisors llc 210.00%0.01%0.02%Q4 2022Q3 20233
Running Point Capital Advisors, LLC 210.13%0.13%0.14%Q1 2022Q4 20223
CITY NATIONAL BANK 330.00%0.00%0.00%Q1 2015Q3 20153
Personal Wealth Partners 330.00%0.00%0.00%Q2 2019Q4 20193
McAdam, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
CAPSTONE INVESTMENT ADVISORS, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Phillips Wealth Planners LLC 330.32%0.38%0.48%Q1 2023Q3 20233
Vigilant Capital Management, LLC 210.00%0.00%0.00%Q2 2016Q2 20183
WESPAC Advisors SoCal, LLC 330.01%0.01%0.01%Q4 2015Q2 20163
COURIER CAPITAL LLC 330.03%0.03%0.03%Q3 2017Q1 20183
Essex Savings Bank 330.01%0.01%0.01%Q4 2018Q2 20193
Robbins Farley 330.00%0.00%0.00%Q4 2021Q2 20223
ALBION FINANCIAL GROUP /UT 330.00%0.00%0.00%Q4 2021Q2 20223
Capital Advisors, Ltd. LLC 210.00%0.01%0.02%Q3 2017Q3 20183
Polar Asset Management Partners Inc. 220.31%0.45%0.57%Q4 2017Q1 20183
Ellevest, Inc. 210.00%0.00%0.00%Q3 2019Q2 20203
Red Door Wealth Management, LLC 210.04%0.05%0.06%Q1 2020Q2 20213
Tradition Wealth Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Hutner Daniel Ellsworth 330.66%0.71%0.75%Q4 2015Q2 20163
Hoxton Financial, Inc. 330.03%0.03%0.04%Q2 2013Q4 20133
Crow Point Partners, LLC 330.00%0.00%0.00%Q3 2017Q1 20183
TITLEIST ASSET MANAGEMENT, LLC 330.08%0.14%0.17%Q1 2023Q3 20233
Headlands Technologies LLC 330.16%0.31%0.42%Q4 2022Q2 20233
Cribstone Capital Management, LLC 330.00%0.01%0.01%Q3 2017Q1 20183
Privium Fund Management (UK) Ltd 210.76%4.00%5.76%Q3 2022Q3 20233
HARVEST GROUP WEALTH MANAGEMENT, LLC 330.02%0.02%0.02%Q1 2019Q3 20193
BlueCrest Capital Management Ltd 210.01%0.11%0.27%Q2 2018Q1 20193
AXXCESS WEALTH MANAGEMENT, LLC 210.01%0.03%0.05%Q4 2022Q3 20233
SYMPHONY ASSET MANAGEMENT LLC 210.03%0.08%0.13%Q4 2013Q4 20153
Empire Financial Management Company, LLC 330.23%0.25%0.27%Q1 2023Q3 20233
EVERMAY WEALTH MANAGEMENT LLC 330.01%0.01%0.01%Q3 2021Q1 20223
GOODWIN DANIEL L 330.17%0.19%0.20%Q1 2021Q3 20213
NEW YORK STATE COMMON RETIREMENT FUND 330.00%0.00%0.00%Q1 2023Q3 20233
ASSET PLANNING SERVICES INC /LA/ /ADV 332.47%2.69%2.87%Q3 2017Q1 20183
Destiny Wealth Partners, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Sculati Wealth Management, LLC 330.21%0.31%0.42%Q1 2023Q3 20233
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.05%0.07%0.09%Q4 2017Q3 20183
ARGI Investment Services, LLC 110.01%0.01%0.01%Q1 2019Q2 20223
DREMAN VALUE MANAGEMENT, L L C 330.17%0.26%0.32%Q3 2017Q1 20183
Veracity Capital LLC 330.15%0.22%0.30%Q1 2023Q3 20233
NTB Financial Corp 330.14%0.16%0.19%Q4 2021Q2 20223
KARLINSKI ANDREW C 330.01%0.01%0.01%Q4 2021Q2 20223
Polaris Wealth Advisory Group, LLC 110.00%0.02%0.05%Q4 2013Q3 20183
Gary Goldberg Planning Services Inc 330.66%0.70%0.74%Q2 2014Q4 20143
Financial Gravity Companies, Inc. 210.00%0.02%0.04%Q4 2017Q4 20183
Carolina Wealth Advisors, LLC 210.05%0.13%0.17%Q4 2019Q3 20233
Blueshift Asset Management, LLC 210.03%0.05%0.07%Q2 2019Q4 20213
STRS OHIO 210.00%0.02%0.02%Q2 2013Q3 20173
Ferris Capital, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
NorthCoast Asset Management LLC 330.12%0.16%0.21%Q4 2015Q2 20163
Pinkerton Retirement Specialists, LLC 330.05%0.06%0.07%Q2 2016Q4 20163
BlackRock Institutional Trust Company, N.A. 210.00%0.00%0.00%Q3 2013Q1 20163
Gryphon Financial Partners LLC 330.00%0.01%0.01%Q4 2017Q2 20183
Stratos Wealth Advisors, LLC 330.14%0.18%0.20%Q4 2018Q2 20193
Perpetual Ltd 330.01%0.01%0.01%Q1 2023Q3 20233
WESTWOOD HOLDINGS GROUP INC 330.00%0.00%0.00%Q2 2019Q4 20193
Founders Capital Management 330.04%0.29%0.79%Q3 2017Q1 20183
Pinnacle Bancorp, Inc. 210.00%0.00%0.01%Q1 2017Q1 20193
Monument Capital Management 210.01%0.83%1.29%Q4 2017Q3 20183
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
ASCEND CAPITAL, LLC 330.26%0.47%0.77%Q2 2013Q4 20133
Bellwether Advisors, LLC 330.01%0.01%0.01%Q3 2021Q1 20223
Cornerstone Planning Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
HIGHLINE CAPITAL MANAGEMENT, L.P. 330.94%2.28%3.08%Q3 2017Q1 20183
Cypress Capital, LLC 330.14%0.19%0.22%Q4 2018Q2 20193
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 210.01%0.01%0.01%Q3 2017Q2 20183
JBF Capital, Inc. 210.03%0.16%0.23%Q2 2019Q1 20233
TCTC Holdings, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
OPUS INVESTMENT MANAGEMENT INC 330.00%0.00%0.00%Q4 2017Q2 20183
BANQUE PICTET & CIE SA 330.01%0.01%0.02%Q1 2017Q3 20173
Capital Analysts, LLC 210.00%0.00%0.00%Q4 2016Q3 20233
USA FINANCIAL FORMULAS 210.08%0.11%0.16%Q2 2017Q2 20183
SIGNET FINANCIAL MANAGEMENT, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
Janney Capital Management LLC 331.58%1.64%1.72%Q2 2013Q4 20133
Mint Tower Capital Management B.V. 110.04%0.13%0.17%Q2 2023Q2 20233
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 330.03%0.04%0.05%Q3 2017Q1 20183
Midwest Professional Planners, LTD. 330.16%0.27%0.37%Q4 2017Q2 20183
Cape Investment Advisory, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
CALDWELL SUTTER CAPITAL, INC. 330.00%0.01%0.01%Q1 2023Q3 20233
INR ADVISORY SERVICES LLC 210.00%0.00%0.00%Q2 2018Q1 20193
Range Financial Group LLC 330.69%0.74%0.81%Q1 2023Q3 20233
PointState Capital LP 210.02%0.19%0.49%Q3 2017Q2 20223
J.W. COLE ADVISORS, INC. 210.02%0.03%0.06%Q3 2020Q1 20223
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
IBEX WEALTH ADVISORS 210.00%0.23%0.37%Q4 2016Q4 20173
Mirador Capital Partners LP 330.14%0.15%0.16%Q2 2017Q4 20173
VIRGINIA RETIREMENT SYSTEMS ET AL 330.07%0.08%0.08%Q3 2017Q1 20183
FSC Wealth Advisors, LLC 330.01%0.02%0.04%Q1 2023Q3 20233
qPULA Trading Management LP 111.02%1.09%1.14%Q4 2020Q2 20223
TITLEIST CAPITAL, LLC 330.08%0.09%0.10%Q2 2022Q4 20223
Steward Financial Group LLC 210.00%0.01%0.01%Q2 2022Q3 20233
BEACON INVESTMENT ADVISORY SERVICES, INC. 330.02%0.04%0.06%Q3 2017Q1 20183
Prime Capital Investment Advisors, LLC 210.03%0.08%0.11%Q4 2017Q3 20183
CETERA INVESTMENT MANAGEMENT LLC 330.13%0.15%0.15%Q1 2016Q3 20163
BBT Capital Management, LLC 330.17%0.23%0.26%Q3 2017Q1 20183
Highstreet Asset Management Inc. 330.02%0.02%0.03%Q3 2017Q1 20183
Lourd Capital, LLC 330.02%0.05%0.10%Q2 2018Q4 20183
EP Wealth Advisors, LLC 210.01%0.01%0.01%Q2 2021Q2 20223
ING GROEP NV 210.02%0.08%0.12%Q2 2013Q3 20173
COMMONWEALTH BANK OF AUSTRALIA 330.00%0.01%0.01%Q3 2017Q1 20183
Premia Global Advisors, LLC 210.10%0.27%0.38%Q4 2017Q1 20193
CHOREO, LLC 330.05%0.05%0.05%Q3 2017Q1 20183
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Shepherd Financial Partners LLC 330.14%0.14%0.15%Q3 2017Q1 20183
Stone House Investment Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
PERSONAL CFO SOLUTIONS, LLC 330.07%0.08%0.09%Q2 2022Q4 20223
DSAM Partners (London) Ltd 332.28%3.96%5.81%Q3 2017Q1 20183
Castleview Partners, LLC 330.01%0.03%0.04%Q1 2023Q3 20233
MIZUHO SECURITIES USA LLC 110.00%0.03%0.07%Q2 2017Q2 20173
New Hampshire Trust 220.05%0.05%0.05%Q4 2022Q1 20232
Horizon Investments, LLC 110.12%0.16%0.19%Q4 2019Q2 20202
E&G Advisors, LP 110.10%0.11%0.13%Q1 2019Q4 20202
Kemnay Advisory Services Inc. 226.08%6.35%6.62%Q2 2013Q3 20132
Advisors Preferred, LLC 220.08%0.08%0.08%Q1 2017Q2 20172
ALETHEA CAPITAL MANAGEMENT, LLC 110.56%1.35%2.14%Q3 2017Q1 20212
Lighthouse Investment Partners, LLC 220.05%0.09%0.14%Q1 2023Q2 20232
Baystate Wealth Management LLC 110.00%0.00%0.00%Q3 2017Q4 20222
Segantii Capital Management Ltd 220.25%0.31%0.37%Q2 2017Q3 20172
BTC Capital Management, Inc. 220.04%0.04%0.04%Q4 2016Q1 20172
Madden Advisory Services, Inc. 220.00%0.00%0.00%Q2 2015Q3 20152
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.01%Q3 2018Q4 20192
Ruggie Capital Group 220.00%0.00%0.01%Q2 2015Q3 20152
Acrospire Investment Management LLC 220.05%0.06%0.08%Q1 2017Q2 20172
Triangle Securities Wealth Management 110.06%0.10%0.14%Q2 2013Q3 20172
Intersect Capital LLC 220.02%0.02%0.02%Q4 2014Q1 20152
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Lavaca Capital LLC 220.06%0.06%0.06%Q4 2018Q1 20192
Camarda Financial Advisors, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Duquesne Family Office 220.18%0.20%0.22%Q4 2021Q1 20222
Crestline Management, LP 220.12%0.27%0.42%Q4 2017Q1 20182
Wealthspire Advisors, LLC 110.00%0.00%0.01%Q4 2018Q1 20212
EDMOND DE ROTHSCHILD HOLDING S.A. 110.00%0.00%0.01%Q3 2017Q2 20182
Lido Advisors, LLC 110.00%0.04%0.08%Q4 2021Q2 20232
Jackson, Grant Investment Advisers, Inc. 110.00%0.05%0.09%Q3 2017Q4 20182
Institute for Wealth Management, LLC. 220.05%0.05%0.05%Q1 2019Q2 20192
INGALLS & SNYDER LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Integrated Investment Consultants, LLC 110.00%0.04%0.08%Q3 2017Q1 20182
SPIRIT OF AMERICA MANAGEMENT CORP/NY 220.03%0.03%0.03%Q3 2017Q4 20172
Barrett Asset Management, LLC 110.00%0.00%0.00%Q3 2017Q1 20182
Cornerstone Wealth Management, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
American Financial Network Advisory Services LLC 220.01%0.01%0.01%Q3 2017Q4 20172
Mizuho Asset Management Co.,Ltd. 220.19%0.19%0.20%Q2 2013Q3 20132
Syverson Strege & Co 110.01%0.01%0.01%Q3 2021Q1 20232
Bellwether Investment Group, LLC 110.13%0.16%0.18%Q2 2016Q4 20162
AFT, FORSYTH & COMPANY, INC. 220.02%0.02%0.02%Q2 2013Q3 20132
Echo Point Investment Management, LLC 220.01%0.01%0.01%Q2 2013Q3 20132
SIMON QUICK ADVISORS, LLC 110.02%0.03%0.04%Q1 2017Q3 20172
Transamerica Financial Advisors, Inc. 220.00%0.00%0.00%Q3 2014Q4 20142
QS Investors, LLC 110.00%0.02%0.04%Q1 2017Q3 20172
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 110.00%0.01%0.03%Q3 2017Q2 20232
JOYN Advisors, Inc. 220.00%0.00%0.00%Q1 2018Q2 20182
ICICI Prudential Asset Management Co Ltd 224.09%4.12%4.15%Q2 2023Q3 20232
Doyle Wealth Management 110.00%0.01%0.02%Q4 2018Q2 20192
Pacific Center for Financial Services 220.03%0.03%0.04%Q3 2018Q4 20182
Summit Trail Advisors, LLC 220.03%0.04%0.05%Q4 2017Q1 20182
MAI Capital Management 220.00%0.01%0.01%Q2 2023Q3 20232
Watermark Asset Management, Inc. 220.00%0.00%0.00%Q3 2017Q4 20172
Caption Management, LLC 110.01%0.02%0.04%Q4 2022Q2 20232
TIAA, FSB 220.00%0.00%0.00%Q3 2018Q4 20182
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2017Q2 20232
FLC Capital Advisors 110.06%0.07%0.08%Q2 2020Q1 20232
Epstein & White Financial LLC 220.14%0.14%0.14%Q4 2017Q1 20182
HRT FINANCIAL LP 110.01%0.01%0.01%Q2 2022Q2 20232
COWEN INC. 110.16%0.18%0.19%Q1 2017Q1 20172
Cypress Wealth Advisors LLC 110.09%0.09%0.09%Q3 2016Q1 20172
Calamos Wealth Management LLC 220.09%0.11%0.12%Q2 2022Q3 20222
WealthShield Partners, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Leucadia National 110.00%0.01%0.01%Q1 2023Q1 20232
Virtue Capital Management, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
Buckley Wealth Management, LLC 220.20%0.20%0.20%Q4 2017Q1 20182
SAC Capital Advisors LP 220.00%0.00%0.00%Q3 2013Q4 20132
NORTHSTAR CAPITAL MANAGEMENT LLC 220.28%0.31%0.34%Q4 2017Q1 20182
Cerrano Capital Management LP 220.95%1.45%1.96%Q4 2017Q1 20182
OXFORD ASSET MANAGEMENT LLP 110.01%0.02%0.04%Q4 2017Q3 20192
Elmwood Wealth Management, Inc. 220.00%0.00%0.00%Q2 2020Q3 20202
Redpoint Investment Management Pty Ltd 220.05%0.07%0.09%Q4 2017Q1 20182
Silvant Capital Management LLC 220.02%0.02%0.02%Q1 2018Q2 20182
Winthrop Advisory Group LLC 220.33%0.38%0.43%Q4 2017Q1 20182
Harel Insurance Investments & Financial Services Ltd. 220.00%0.01%0.01%Q1 2017Q2 20172
WELD CAPITAL MANAGEMENT LLC 110.05%0.06%0.07%Q4 2018Q3 20192
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q3 2013Q1 20182
Pentwater Capital Management LP 110.02%0.10%0.18%Q4 2016Q2 20172
Financial & Tax Architects, LLC 220.19%0.20%0.22%Q1 2021Q2 20212
Alera Investment Advisors, LLC 220.01%0.01%0.02%Q4 2018Q1 20192
SPC Financial, Inc. 220.09%0.09%0.09%Q2 2013Q3 20132
TOWNSQUARE CAPITAL LLC 110.01%0.01%0.01%Q2 2022Q4 20222
FNY Managed Accounts LLC 110.08%0.08%0.09%Q3 2016Q4 20172
Kore Private Wealth LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Allred Capital Management, LLC 110.03%0.03%0.03%Q4 2019Q1 20212
Sound View Wealth Advisors, LLC 220.22%0.25%0.29%Q4 2018Q1 20192
PUBLIC SECTOR PENSION INVESTMENT BOARD 220.01%0.01%0.01%Q3 2017Q4 20172
Lee Financial Co 220.00%0.00%0.00%Q1 2018Q2 20182
WealthBridge Capital Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Nalls Sherbakoff Group, LLC 220.00%0.01%0.01%Q1 2023Q2 20232
Human Investing LLC 220.02%0.02%0.02%Q3 2019Q4 20192
Arlington Partners LLC 110.00%0.00%0.01%Q1 2019Q4 20212
Tradeworx Inc. 110.11%0.13%0.14%Q1 2013Q4 20132
Van Leeuwen & Company, LLC 220.19%0.20%0.20%Q1 2020Q2 20202
Bremer Bank National Association 110.02%0.02%0.03%Q1 2019Q1 20222
Keel Point, LLC 220.03%0.03%0.03%Q3 2017Q4 20172
PETERSON WEALTH MANAGEMENT 220.52%0.52%0.53%Q4 2019Q1 20202
Cinctive Capital Management LP 220.08%0.14%0.21%Q4 2021Q1 20222
GRATRY & Co LLC 221.99%2.13%2.27%Q2 2013Q3 20132
CBIZ Investment Advisory Services, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Dorsey Wright & Associates 110.89%0.98%1.06%Q2 2022Q4 20222
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.01%Q4 2019Q1 20202
ALPS ADVISORS INC 110.00%0.00%0.00%Q2 2018Q4 20182
PFG Private Wealth Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Symphony Financial, Ltd. Co. 220.14%0.16%0.17%Q2 2022Q3 20222
CFM WEALTH PARTNERS LLC 220.01%0.01%0.02%Q1 2020Q2 20202
MADISON WEALTH MANAGEMENT 220.07%0.08%0.08%Q4 2019Q1 20202
HighMark Wealth Management LLC 220.02%0.02%0.02%Q2 2020Q3 20202
CAAS CAPITAL MANAGEMENT LP 110.00%0.00%0.00%Q4 2021Q4 20212
GlobalBridge, Inc. 220.14%0.15%0.15%Q2 2013Q3 20132
Spotlight Asset Group, Inc. 220.02%0.02%0.02%Q2 2023Q3 20232
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q3 20222
Milestone Advisory Partners 110.01%0.03%0.05%Q1 2018Q2 20202
Regis Management CO LLC 220.07%0.07%0.07%Q3 2017Q4 20172
SEAVIEW INVESTMENT MANAGERS LLC 220.00%0.00%0.01%Q3 2020Q4 20202
MENORA MIVTACHIM HOLDINGS LTD. 220.00%0.00%0.00%Q2 2013Q3 20132
DCM Advisors, LLC 220.10%0.10%0.11%Q3 2021Q4 20212
InterOcean Capital Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Sterling Manor Financial, LLC 220.36%0.46%0.56%Q1 2022Q2 20222
McClarren Financial Advisors, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
BANK OF NOVA SCOTIA TRUST CO 110.01%0.01%0.02%Q3 2015Q3 20172
Jane Street Holding, LLC 220.01%0.04%0.07%Q3 2013Q4 20132
ARCADIA INVESTMENT MANAGEMENT CORP/MI 220.00%0.00%0.00%Q3 2017Q4 20172
AJO, LP 220.00%0.00%0.00%Q2 2016Q3 20162
Virtus Fund Advisers, LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Eagle Bay Advisors LLC 220.00%0.01%0.01%Q3 2021Q4 20212
CenterBook Partners LP 220.30%0.32%0.33%Q2 2023Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Carroll Investors, Inc 220.00%0.00%0.00%Q4 2021Q1 20222
Resurgent Financial Advisors LLC 220.03%0.03%0.03%Q4 2022Q1 20232
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
Citizens Business Bank 220.08%0.09%0.09%Q4 2012Q1 20132
SYSTM Wealth Solutions LLC 220.03%0.04%0.04%Q2 2023Q3 20232
Icon Wealth Advisors, LLC 220.04%0.04%0.04%Q3 2022Q4 20222
INSIGNEO ADVISORY SERVICES, LLC 220.07%0.08%0.08%Q4 2022Q1 20232
ORG Partners LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CGC Financial Services, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Halpern Financial, Inc. 220.00%0.00%0.00%Q1 2021Q2 20212
SAROFIM FAYEZ 110.02%0.03%0.03%Q4 2012Q3 20132
FIRST HORIZON CORP 220.00%0.00%0.00%Q3 2020Q4 20202
REGENTATLANTIC CAPITAL LLC 110.00%0.03%0.06%Q4 2014Q3 20172
SHELL ASSET MANAGEMENT CO 220.02%0.04%0.06%Q3 2017Q4 20172
COUNTRY TRUST BANK 110.00%0.00%0.00%Q3 2021Q3 20232
LEUTHOLD GROUP, LLC 220.05%0.06%0.06%Q4 2022Q1 20232
ALTFEST L J & CO INC 220.13%0.15%0.18%Q2 2018Q3 20182
ADAGE CAPITAL PARTNERS GP, L.L.C. 220.00%0.00%0.00%Q3 2017Q4 20172
RUSSELL FRANK CO/ 220.00%0.00%0.00%Q2 2013Q3 20132
GENESEE VALLEY TRUST CO 220.18%0.19%0.21%Q4 2017Q1 20182
STRALEM & CO INC 220.00%0.00%0.00%Q1 2020Q2 20202
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 220.01%0.02%0.02%Q3 2013Q4 20132
STOCK YARDS BANK & TRUST CO 220.03%0.05%0.06%Q2 2021Q3 20212
RESOURCES MANAGEMENT CORP /CT/ /ADV 220.00%0.00%0.00%Q3 2018Q4 20182
STANCORP INVESTMENT ADVISERS INC 220.38%0.38%0.38%Q4 2014Q1 20152
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2022Q2 20232
NEW ENGLAND ASSET MANAGEMENT INC 220.01%0.01%0.01%Q2 2018Q3 20182
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 220.02%0.02%0.03%Q3 2017Q4 20172
FIRST NATIONAL CORP /MA/ /ADV 220.00%0.00%0.00%Q4 2018Q1 20192
AMUNDI ASSET MANAGEMENT US, INC. 220.00%0.00%0.00%Q4 2017Q1 20182
EARNEST PARTNERS LLC 220.00%0.00%0.00%Q4 2017Q1 20182
CALTON & ASSOCIATES, INC. 220.06%0.08%0.09%Q4 2017Q1 20182
ROWLAND CARMICHAEL ADVISORS INC /ADV 220.15%0.15%0.15%Q4 2017Q1 20182
ST GERMAIN D J CO INC 220.00%0.00%0.00%Q3 2023Q4 20232
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
BREMER TRUST NATIONAL ASSOCIATION 110.01%0.06%0.11%Q2 2013Q4 20182
FIRST NATIONAL BANK SIOUX FALLS 220.01%0.01%0.01%Q2 2016Q3 20162
GW&K Investment Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.01%0.01%0.02%Q2 2022Q3 20222
WESBANCO BANK INC 220.01%0.01%0.01%Q2 2013Q3 20132
GREAT LAKES ADVISORS, LLC 220.01%0.01%0.01%Q3 2017Q4 20172
Asset Management One Co., Ltd. 220.00%0.00%0.00%Q3 2017Q4 20172
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 220.44%0.44%0.44%Q1 2017Q2 20172
PRUDENTIAL PLC 220.00%0.00%0.00%Q3 2017Q4 20172
AXA S.A. 220.00%0.00%0.00%Q3 2020Q4 20202
BANK HAPOALIM BM 220.09%0.09%0.10%Q4 2013Q1 20142
Advocacy Wealth Management Services, LLC 110.00%0.01%0.02%Q2 2013Q1 20162
NINE MASTS CAPITAL Ltd 110.00%0.01%0.01%Q2 2018Q2 20182
Advisory Alpha, LLC 110.00%0.00%0.00%Q1 2019Q3 20192
BW Gestao de Investimentos Ltda. 110.28%0.28%0.29%Q1 2018Q4 20192
Nine Chapters Capital Management LLC 110.02%0.32%0.61%Q3 2014Q3 20172
Heritage Wealth Advisors 110.00%0.01%0.01%Q3 2018Q4 20192
THREE BAYS CAPITAL LP 220.62%0.64%0.66%Q4 2017Q1 20182
DC Investments Management, LLC 220.14%0.17%0.19%Q4 2017Q1 20182
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
Pinnacle Private Wealth, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
Allie Family Office LLC 110.15%0.15%0.15%Q2 2023Q2 20231
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
EPG Wealth Management LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Morton Brown Family Wealth, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
HBC Financial Services, PLLC 110.02%0.02%0.02%Q1 2023Q1 20231
BALDWIN BROTHERS LLC/MA 110.00%0.00%0.00%Q1 2017Q1 20171
FRANKLIN STREET ADVISORS INC /NC 110.03%0.03%0.03%Q3 2017Q3 20171
Emerald Advisors, LLC 110.34%0.34%0.34%Q4 2019Q4 20191
City State Bank 110.00%0.00%0.00%Q3 2023Q3 20231
James Reed Financial Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Hillsdale Investment Management Inc. 110.00%0.00%0.00%Q2 2013Q2 20131
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
BluePath Capital Management, LLC 110.42%0.42%0.42%Q3 2023Q3 20231
ATWOOD & PALMER INC 110.00%0.00%0.00%Q2 2018Q2 20181
State of Alaska, Department of Revenue 110.00%0.00%0.00%Q4 2017Q4 20171
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Lion Street Advisors, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
SMITH SHELLNUT WILSON LLC /ADV 110.23%0.23%0.23%Q2 2017Q2 20171
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Financial Advisory Group 110.04%0.04%0.04%Q1 2022Q1 20221
Bison Wealth, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Briaud Financial Planning, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
Silicon Hills Wealth Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
SIENA CAPITAL LLC 111.03%1.03%1.03%Q4 2021Q4 20211
Capital Square, LLC 110.11%0.11%0.11%Q1 2020Q1 20201
AXQ CAPITAL, LP 110.48%0.48%0.48%Q1 2023Q1 20231
Americana Partners, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Visium Asset Management, LP 110.01%0.01%0.01%Q1 2015Q1 20151
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.03%0.03%0.03%Q3 2018Q3 20181
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Williams Jones Wealth Management, LLC. 110.00%0.00%0.00%Q2 2022Q2 20221
Sierra Capital LLC 110.00%0.00%0.00%Q1 2021Q1 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Valmark Advisers, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
PNC Managed Account Solutions, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Arden Trust Co 110.01%0.01%0.01%Q1 2020Q1 20201
Leap Investments LP 110.27%0.27%0.27%Q3 2019Q3 20191
CASTLE WEALTH MANAGEMENT LLC 110.02%0.02%0.02%Q3 2022Q3 20221
JBJ Investment Partners, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
RBA Wealth Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
FREEDOM WEALTH ALLIANCE, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
TRANSCEND CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Golden State Wealth Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Joseph P. Lucia & Associates, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Belvedere Trading LLC 110.01%0.01%0.01%Q1 2022Q1 20221
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
West Oak Capital, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Meridian Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Brendel Financial Advisors LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Westchester Capital Management, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 110.00%0.00%0.00%Q1 2022Q1 20221
Inscription Capital, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Taconic Capital Advisors LP 110.03%0.03%0.03%Q2 2017Q2 20171
New World Advisors LLC 110.41%0.41%0.41%Q2 2021Q2 20211
London & Capital Asset Management Ltd 110.32%0.32%0.32%Q4 2018Q4 20181
Laurion Capital Management LP 110.00%0.00%0.00%Q3 2018Q3 20181
Nuveen Fund Advisors, LLC 110.04%0.04%0.04%Q2 2016Q2 20161
HHG & Company, LLC 110.07%0.07%0.07%Q3 2014Q3 20141
Robertson Stephens Wealth Management, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
WealthStone, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Hudson Bay Capital Management LP 110.02%0.02%0.02%Q1 2023Q1 20231
Abundance Wealth Counselors 110.00%0.00%0.00%Q1 2021Q1 20211
Tarbox Family Office, Inc. 110.01%0.01%0.01%Q3 2017Q3 20171
WBI INVESTMENTS, LLC 110.34%0.34%0.34%Q2 2017Q2 20171
FORTEM FINANCIAL GROUP, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
Jaffetilchin Investment Partners, LLC 110.14%0.14%0.14%Q3 2017Q3 20171
Apollon Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
LMG Wealth Partners, LLC 110.13%0.13%0.13%Q4 2022Q4 20221
MACRO Consulting Group 110.37%0.37%0.37%Q4 2020Q4 20201
AVIANCE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
MQS Management LLC 110.28%0.28%0.28%Q2 2023Q2 20231
Abacus Wealth Partners, LLC 110.47%0.47%0.47%Q3 2022Q3 20221
NorthRock Partners, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Bray Capital Advisors 110.01%0.01%0.01%Q3 2022Q3 20221
NKCFO LLC 110.20%0.20%0.20%Q1 2020Q1 20201
SG3 Management, LLC 110.43%0.43%0.43%Q3 2018Q3 20181
SEVEN MILE ADVISORY 110.22%0.22%0.22%Q3 2023Q3 20231
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Cranbrook Wealth Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
LANDAAS & CO /WI /ADV 110.01%0.01%0.01%Q3 2017Q3 20171
WFA Asset Management Corp 110.00%0.00%0.00%Q3 2022Q3 20221
QRG CAPITAL MANAGEMENT, INC. 110.07%0.07%0.07%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
ROGCO, LP 110.00%0.00%0.00%Q3 2023Q3 20231
SYON CAPITAL LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Andesa Financial Management Inc. 110.12%0.12%0.12%Q1 2019Q1 20191
Next Capital Management LLC 110.02%0.02%0.02%Q2 2019Q2 20191
United Community Bank 110.03%0.03%0.03%Q3 2023Q3 20231
Crestwood Advisors Group, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
Busey Bank 110.00%0.00%0.00%Q4 2019Q4 20191
WOLVERINE ASSET MANAGEMENT LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Vident Advisory, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Distillate Capital Partners LLC 110.09%0.09%0.09%Q2 2022Q2 20221
ARGENT TRUST Co 110.06%0.06%0.06%Q4 2017Q4 20171
HARDING LOEVNER LP 110.00%0.00%0.00%Q1 2018Q1 20181
PALLADIEM, LLC 110.05%0.05%0.05%Q4 2014Q4 20141
OLD MISSION CAPITAL, LLC 110.63%0.63%0.63%Q4 2016Q4 20161
Rossmore Private Capital 110.02%0.02%0.02%Q4 2017Q4 20171
Altavista Wealth Management, Inc. 110.10%0.10%0.10%Q3 2017Q3 20171
NATIXIS 110.08%0.08%0.08%Q3 2017Q3 20171
MONTGOMERY INVESTMENT MANAGEMENT INC 110.11%0.11%0.11%Q2 2013Q2 20131
Paulson Wealth Management Inc. 110.09%0.09%0.09%Q4 2017Q4 20171
AURORA FINANCIAL ADVISORS, LLC 110.20%0.20%0.20%Q4 2017Q4 20171
TEXAS PERMANENT SCHOOL FUND CORP 110.01%0.01%0.01%Q3 2017Q3 20171
FormulaFolio Investments, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Seneca House Advisors 110.28%0.28%0.28%Q2 2019Q2 20191
WATER ISLAND CAPITAL LLC 110.06%0.06%0.06%Q4 2016Q4 20161
James Hambro & Partners 110.46%0.46%0.46%Q4 2017Q4 20171
Korea Investment CORP 110.02%0.02%0.02%Q3 2017Q3 20171
Copeland Capital Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Alpha Cubed Investments, LLC 110.04%0.04%0.04%Q3 2017Q3 20171
Alerus Investment Advisors Corp 110.00%0.00%0.00%Q1 2016Q1 20161
RUSHMORE INVESTMENT ADVISORS, INC. 110.13%0.13%0.13%Q2 2013Q2 20131
LOS ANGELES CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Santori & Peters, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Ancora Advisors LLC 110.00%0.00%0.00%Q3 2018Q3 20181
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Keeler Thomas Management LLC 110.01%0.01%0.01%Q4 2017Q4 20171
CARDEROCK CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q1 2014Q1 20141
Bedel Financial Consulting, Inc. 110.01%0.01%0.01%Q1 2018Q1 20181
COZAD ASSET MANAGEMENT INC 110.03%0.03%0.03%Q4 2022Q4 20221
SUVRETTA CAPITAL MANAGEMENT, LLC 111.12%1.12%1.12%Q4 2017Q4 20171
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 110.01%0.01%0.01%Q1 2016Q1 20161
Northwest Capital Management Inc 110.00%0.00%0.00%Q3 2023Q3 20231
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Tibra Equities Europe Ltd 110.12%0.12%0.12%Q1 2019Q1 20191
Global Trust Asset Management, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Engineers Gate Manager LP 110.02%0.02%0.02%Q2 2023Q2 20231
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 110.00%0.00%0.00%Q3 2017Q3 20171
MAGNOLIA GROUP, LLC 112.11%2.11%2.11%Q3 2023Q3 20231
Signature Financial Management, Inc. 110.08%0.08%0.08%Q2 2017Q2 20171
IMA Wealth, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
StoneX Group Inc. 110.24%0.24%0.24%Q1 2021Q1 20211
Horan Capital Advisors, LLC. 110.00%0.00%0.00%Q3 2017Q3 20171
PINNACLE ASSOCIATES LTD 110.01%0.01%0.01%Q3 2023Q3 20231
Portfolio Solutions, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
First Allied Asset Management, Inc. 110.03%0.03%0.03%Q1 2015Q1 20151
BAILARD, INC. 110.02%0.02%0.02%Q3 2017Q3 20171
LEAVELL INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2010Q2 20101
BOGLE INVESTMENT MANAGEMENT L P /DE/ 110.25%0.25%0.25%Q4 2018Q4 20181
K2 PRINCIPAL FUND, L.P. 110.08%0.08%0.08%Q3 2017Q3 20171
STATE OF MICHIGAN RETIREMENT SYSTEM 110.20%0.20%0.20%Q3 2017Q3 20171
HANSEATIC MANAGEMENT SERVICES INC 110.00%0.00%0.00%Q3 2014Q3 20141
Shay Capital LLC 110.04%0.04%0.04%Q1 2023Q1 20231
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 110.03%0.03%0.03%Q3 2017Q3 20171
Evercore Trust Company, N.A. 110.96%0.96%0.96%Q3 2017Q3 20171
Cito Capital Group, LLC 110.72%0.72%0.72%Q3 2017Q3 20171
Ironsides Asset Advisors, LLC 110.13%0.13%0.13%Q4 2015Q4 20151
FLOW TRADERS U.S. LLC 110.79%0.79%0.79%Q3 2013Q3 20131
Burt Wealth Advisors 110.00%0.00%0.00%Q1 2016Q1 20161
Shilanski & Associates, Inc. 110.09%0.09%0.09%Q4 2022Q4 20221
PINNACLE FINANCIAL PARTNERS INC 110.05%0.05%0.05%Q3 2017Q3 20171
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 110.28%0.28%0.28%Q2 2022Q2 20221
LYNCH & ASSOCIATES/IN 110.11%0.11%0.11%Q3 2017Q3 20171
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
PACIFIC SUN FINANCIAL CORP 110.15%0.15%0.15%Q4 2017Q4 20171
Sumitomo Mitsui Trust Holdings, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
National Pension Service 110.00%0.00%0.00%Q3 2017Q3 20171
OCEANWOOD CAPITAL MANAGEMENT LTD 116.88%6.88%6.88%Q4 2018Q4 20181
ACCURATE INVESTMENT SOLUTIONS, INC. 110.01%0.01%0.01%Q3 2017Q3 20171
Diametric Capital, LP 110.27%0.27%0.27%Q4 2021Q4 20211
Roundview Capital LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Diversified Trust Co 110.01%0.01%0.01%Q4 2017Q4 20171
Beaton Management Co. Inc. 110.18%0.18%0.18%Q4 2017Q4 20171
Airain ltd 110.02%0.02%0.02%Q1 2017Q1 20171
Samalin Investment Counsel, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Municipal Employees' Retirement System of Michigan 110.08%0.08%0.08%Q3 2017Q3 20171
Sageworth Trust Co 110.00%0.00%0.00%Q1 2023Q1 20231
AlphaCore Capital LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Banyan Partners, LLC 110.04%0.04%0.04%Q4 2013Q4 20131
SPX Gestao de Recursos Ltda 1113.97%13.97%13.97%Q1 2013Q1 20131
Sterling Investment Advisors, Ltd. 110.00%0.00%0.00%Q3 2021Q3 20211
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
RWA WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
PAYDEN & RYGEL 111.12%1.12%1.12%Q3 2017Q3 20171
Rock Creek Group, LP 110.00%0.00%0.00%Q1 2021Q1 20211
McKinley Carter Wealth Services, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
IFC Holdings Incorporated/FL 110.02%0.02%0.02%Q3 2017Q3 20171
Peachtree Investment Advisors, Inc. 110.02%0.02%0.02%Q3 2014Q3 20141
FIRST CITIZENS BANK & TRUST CO 110.03%0.03%0.03%Q3 2017Q3 20171
St. Johns Investment Management Company, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
STRATEGIC WEALTH MANAGEMENT INC 110.59%0.59%0.59%Q3 2014Q3 20141
HighTower Trust Company, N.A. 110.08%0.08%0.08%Q2 2022Q2 20221
BOURGEON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Chicago Partners Investment Group LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Assenagon Asset Management S.A. 110.02%0.02%0.02%Q1 2021Q1 20211
STERNE AGEE GROUP, INC. 110.10%0.10%0.10%Q3 2013Q3 20131
Blue Granite Capital, LLC 110.14%0.14%0.14%Q4 2017Q4 20171
Centiva Capital, LP 110.01%0.01%0.01%Q1 2023Q1 20231
Homrich & Berg 110.01%0.01%0.01%Q2 2021Q2 20211
Cohen Capital Management, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
Glovista Investments LLC 110.61%0.61%0.61%Q4 2017Q4 20171
FULLER & THALER ASSET MANAGEMENT, INC. 110.00%0.00%0.00%Q1 2015Q1 20151
O'Brien Wealth Partners LLC 110.00%0.00%0.00%Q3 2018Q3 20181
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 110.00%0.00%0.00%Q2 2017Q2 20171
Delpha Capital Management, LLC 110.13%0.13%0.13%Q4 2017Q4 20171
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Chiron Investment Management, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Almanack Investment Partners, LLC. 110.01%0.01%0.01%Q3 2022Q3 20221
Phoenix Holdings Ltd. 110.01%0.01%0.01%Q2 2023Q2 20231
Perkins Coie Trust Co 110.00%0.00%0.00%Q3 2023Q3 20231
Well Done, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Stanley-Laman Group, Ltd. 110.07%0.07%0.07%Q4 2019Q4 20191
WENDELL DAVID ASSOCIATES INC 110.04%0.04%0.04%Q3 2017Q3 20171
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
MARSHALL WACE ASIA Ltd 110.05%0.05%0.05%Q1 2017Q1 20171
NewSquare Capital LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Gerber Kawasaki Wealth & Investment Management 110.01%0.01%0.01%Q3 2021Q3 20211
Allegis Investment Advisors, LLC 110.03%0.03%0.03%Q4 2015Q4 20151
Capital Asset Advisory Services LLC 110.01%0.01%0.01%Q4 2020Q4 20201
XR Securities LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Klingman & Associates, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
MAIRS & POWER INC 110.00%0.00%0.00%Q3 2016Q3 20161
GODSEY & GIBB, INC 110.00%0.00%0.00%Q3 2023Q3 20231
DRW SECURITIES, L.L.C. 110.12%0.12%0.12%Q3 2022Q3 20221
R&F Capital Advisors LP 110.13%0.13%0.13%Q1 2017Q1 20171
Verity Asset Management, Inc. 110.40%0.40%0.40%Q1 2020Q1 20201
Spectrum Management Group, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Stuart Chaussee & Associates, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Capital Wealth Planning, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Castle Financial & Retirement Planning Associates, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
Knowledge Leaders Capital, LLC 110.70%0.70%0.70%Q2 2023Q2 20231
BARINGS LLC 110.01%0.01%0.01%Q3 2017Q3 20171
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Rezny Wealth Management, Inc. 110.00%0.00%0.00%Q2 2015Q2 20151
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 110.06%0.06%0.06%Q3 2017Q3 20171
Cypress Capital Group 110.12%0.12%0.12%Q3 2017Q3 20171
Oder Investment Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MCDONALD PARTNERS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Arete Wealth Advisors, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Lebenthal Global Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
McCarthy Asset Management, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
North Star Investment Management Corp. 110.05%0.05%0.05%Q3 2017Q3 20171
IBM Retirement Fund 110.07%0.07%0.07%Q3 2017Q3 20171
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Fiduciary Group LLC 110.04%0.04%0.04%Q3 2017Q3 20171
Safeguard Investment Advisory Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Dunvegan Associates, Inc. 110.02%0.02%0.02%Q1 2014Q1 20141
ForthRight Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
CHILDRESS CAPITAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 110.07%0.07%0.07%Q3 2017Q3 20171
SII INVESTMENTS INC/WI 110.04%0.04%0.04%Q3 2017Q3 20171
INVESTMENT CENTERS OF AMERICA INC 110.02%0.02%0.02%Q3 2017Q3 20171
GoalVest Advisory LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Siemens Fonds Invest GmbH 110.04%0.04%0.04%Q4 2020Q4 20201
Accel Wealth Management 110.02%0.02%0.02%Q4 2022Q4 20221
OUTFITTER ADVISORS, LTD. 110.07%0.07%0.07%Q4 2017Q4 20171
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HUTCHENS INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q4 2017Q4 20171
Passport Capital, LLC 110.03%0.03%0.03%Q4 2016Q4 20161
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
CLEARFIELD CAPITAL MANAGEMENT LP 114.72%4.72%4.72%Q2 2017Q2 20171
Buffington Mohr McNeal 110.00%0.00%0.00%Q1 2019Q1 20191
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 110.14%0.14%0.14%Q3 2017Q3 20171
Regency Capital Management Inc.\DE 110.01%0.01%0.01%Q2 2021Q2 20211
Founders Financial Alliance, LLC 110.07%0.07%0.07%Q3 2020Q3 20201
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 110.00%0.00%0.00%Q3 2017Q3 20171
Jump Financial, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
BBR PARTNERS, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Y.D. More Investments Ltd 110.01%0.01%0.01%Q4 2022Q4 20221
ROTHSCHILD INVESTMENT LLC /IL 110.02%0.02%0.02%Q4 2022Q4 20221
Mariner Wealth Advisors-NYC, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Cordant, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
TFC Financial Management, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Exchange Capital Management, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
PACES FERRY WEALTH ADVISORS, LLC 110.07%0.07%0.07%Q3 2020Q3 20201
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Aaron Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Maryland Capital Management 110.04%0.04%0.04%Q2 2018Q2 20181
Affinity Capital Advisors, LLC 110.16%0.16%0.16%Q4 2019Q4 20191
MBB PUBLIC MARKETS I LLC 110.01%0.01%0.01%Q4 2021Q4 20211
DRIEHAUS CAPITAL MANAGEMENT LLC 110.54%0.54%0.54%Q3 2016Q3 20161
Hirtle Callaghan & Co LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Consolidated Planning Corp 110.00%0.00%0.00%Q3 2021Q3 20211
GSA CAPITAL PARTNERS LLP 110.02%0.02%0.02%Q3 2017Q3 20171
Essex Financial Services, Inc. 110.06%0.06%0.06%Q3 2017Q3 20171
AVAII WEALTH MANAGEMENT, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Capital Wealth Alliance, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
NIPPON LIFE INSURANCE CO 110.00%0.00%0.00%Q3 2017Q3 20171
Widmann Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
External links

This page lists all the filers that currently own BRITISH AMERN TOB PLC or have owned BRITISH AMERN TOB PLC in the past.