CARRIER GLOBAL CORPORATION shareholder history

Current and past CARRIER GLOBAL CORPORATION shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 14140.00%0.00%0.01%Q2 2020Q3 202342
Citadel Advisors 14140.00%0.01%0.04%Q2 2020Q3 202340
Cutler Group LLC / CA 14140.00%0.01%0.05%Q2 2020Q3 202340
CAPSTONE INVESTMENT ADVISORS, LLC 14140.00%0.01%0.05%Q2 2020Q3 202337
Walleye Trading LLC 14140.00%0.01%0.03%Q2 2020Q3 202335
Squarepoint Ops LLC 12120.00%0.02%0.06%Q4 2020Q3 202331
PEAK6 Investments LLC 12120.00%0.01%0.01%Q4 2020Q3 202331
JANE STREET GROUP, LLC 14140.00%0.00%0.01%Q2 2020Q3 202330
WOLVERINE TRADING, LLC 1020.00%0.00%0.01%Q2 2020Q3 202330
Parallax Volatility Advisers, L.P. 830.00%0.00%0.01%Q1 2020Q3 202328
MILLENNIUM MANAGEMENT LLC 15150.00%0.02%0.10%Q1 2020Q3 202323
UBS Group AG 14140.00%0.02%0.04%Q2 2020Q3 202322
AMG National Trust Bank 14140.00%0.08%0.12%Q2 2020Q3 202321
BANK OF AMERICA CORP /DE/ 14140.00%0.03%0.12%Q2 2020Q3 202321
CAPITAL FUND MANAGEMENT S.A. 910.00%0.02%0.06%Q2 2020Q3 202319
TUDOR INVESTMENT CORP ET AL 640.00%0.02%0.11%Q1 2021Q3 202319
TWO SIGMA INVESTMENTS, LP 1020.00%0.07%0.41%Q2 2020Q3 202318
D. E. Shaw & Co., Inc. 14140.00%0.05%0.15%Q2 2020Q3 202318
CWM, LLC 1080.01%0.01%0.02%Q1 2019Q3 202318
ROYAL BANK OF CANADA 14140.00%0.02%0.03%Q2 2020Q3 202317
Perigon Wealth Management, LLC 1510.06%0.08%0.10%Q3 2011Q3 202316
HighTower Advisors, LLC 14140.00%0.07%0.15%Q2 2020Q3 202316
Private Advisor Group, LLC 14140.00%0.04%0.06%Q2 2020Q3 202316
Gates Capital Management 14141.17%4.46%5.79%Q2 2020Q3 202316
Pacifica Partners Inc. 16160.00%0.01%0.04%Q1 2020Q4 202316
BlackRock Inc. 15150.00%0.07%0.10%Q1 2020Q3 202316
MEANS INVESTMENT CO., INC. 15150.08%0.11%0.14%Q1 2020Q3 202315
ClearBridge Investments 15150.00%0.01%0.08%Q1 2020Q3 202315
WESTPORT ASSET MANAGEMENT INC 15150.46%1.16%1.71%Q1 2020Q3 202315
NORTHERN TRUST CORP 15150.01%0.07%0.10%Q1 2020Q3 202315
CREDIT SUISSE AG/ 14140.02%0.09%0.15%Q2 2020Q3 202315
Versant Capital Management, Inc 15150.01%0.03%0.09%Q2 2020Q4 202315
Curbstone Financial Management Corp 15150.14%0.25%0.32%Q2 2020Q4 202315
SCHRODER INVESTMENT MANAGEMENT GROUP 15150.00%0.01%0.01%Q1 2020Q3 202315
Point72 Hong Kong Ltd 770.01%0.03%0.12%Q4 2020Q2 202215
Cubist Systematic Strategies, LLC 1210.00%0.04%0.16%Q2 2020Q3 202315
CACTI ASSET MANAGEMENT LLC 15150.10%0.18%0.24%Q2 2020Q4 202315
Diversified Trust Co 15150.01%0.02%0.05%Q2 2020Q4 202315
BALDWIN BROTHERS LLC/MA 15150.00%0.01%0.02%Q2 2020Q4 202315
MASSMUTUAL TRUST CO FSB/ADV 15150.00%0.01%0.04%Q2 2020Q4 202315
COURIER CAPITAL LLC 15150.05%0.10%0.15%Q1 2020Q3 202315
OPTIMUM INVESTMENT ADVISORS 15150.07%0.10%0.16%Q2 2020Q4 202315
M&R CAPITAL MANAGEMENT INC 15150.02%0.02%0.03%Q2 2020Q4 202315
WOODSTOCK CORP 15150.16%0.22%0.29%Q2 2020Q4 202315
Bartlett & Co. LLC 15150.02%0.03%0.04%Q2 2020Q4 202315
Kingsview Wealth Management, LLC 760.00%0.02%0.03%Q2 2020Q3 202315
NEVILLE RODIE & SHAW INC 15150.08%0.10%0.11%Q2 2020Q4 202315
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 15150.02%0.04%0.08%Q1 2020Q3 202315
CHEMUNG CANAL TRUST CO 15150.08%0.10%0.24%Q2 2020Q4 202315
Manchester Capital Management LLC 15150.00%0.04%0.31%Q1 2020Q3 202315
MORGAN STANLEY 15150.00%0.03%0.05%Q1 2020Q3 202315
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 15150.00%0.10%0.14%Q1 2020Q3 202315
M&T BANK CORP 14140.00%0.06%0.08%Q2 2020Q3 202315
TRUST CO OF TOLEDO NA /OH/ 15150.11%0.16%0.23%Q2 2020Q4 202315
Valeo Financial Advisors, LLC 15150.01%0.02%0.05%Q1 2020Q3 202315
Front Row Advisors LLC 15150.01%0.01%0.01%Q1 2020Q3 202315
HOHIMER WEALTH MANAGEMENT, LLC 15150.29%0.51%0.80%Q1 2020Q3 202315
Anchor Investment Management, LLC 15150.03%0.04%0.05%Q2 2020Q4 202315
OSAIC HOLDINGS, INC. 15150.00%0.03%0.04%Q1 2020Q3 202315
DnB Asset Management AS 15150.04%0.06%0.08%Q2 2020Q4 202315
Pacer Advisors, Inc. 15150.00%0.02%0.04%Q1 2020Q3 202315
BENJAMIN F. EDWARDS & COMPANY, INC. 14140.00%0.07%0.12%Q2 2020Q3 202314
Williams Jones Wealth Management, LLC. 14140.02%0.03%0.04%Q2 2020Q3 202314
Cohen Klingenstein LLC 14140.11%0.13%0.17%Q2 2020Q3 202314
OGOREK ANTHONY JOSEPH /NY/ /ADV 14140.00%0.00%0.00%Q2 2020Q3 202314
J.W. COLE ADVISORS, INC. 14140.04%0.04%0.06%Q2 2020Q3 202314
ST GERMAIN D J CO INC 1130.00%0.02%0.03%Q2 2020Q4 202314
Plante Moran Financial Advisors, LLC 14140.01%0.01%0.11%Q2 2020Q3 202314
Tredje AP-fonden 14140.02%0.10%0.27%Q2 2020Q3 202314
FLPUTNAM INVESTMENT MANAGEMENT CO 14140.01%0.02%0.02%Q2 2020Q3 202314
REGIONS FINANCIAL CORP 14140.03%0.04%0.05%Q2 2020Q3 202314
Capital Analysts, LLC 14140.00%0.01%0.03%Q2 2020Q3 202314
TORONTO DOMINION BANK 14140.03%0.03%0.04%Q2 2020Q3 202314
CANADA PENSION PLAN INVESTMENT BOARD 14140.01%0.02%0.05%Q2 2020Q3 202314
DEUTSCHE BANK AG\ 14140.04%0.05%0.07%Q2 2020Q3 202314
PINNACLE ASSOCIATES LTD 14140.01%0.02%0.04%Q2 2020Q3 202314
M. Kraus & Co 14141.42%2.34%3.00%Q2 2020Q3 202314
MEYER HANDELMAN CO 14140.18%0.28%0.35%Q2 2020Q3 202314
Capital Advisors, Ltd. LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 14140.03%0.06%0.08%Q2 2020Q3 202314
Beacon Pointe Advisors, LLC 14140.02%0.03%0.06%Q2 2020Q3 202314
WEBSTER BANK, N. A. 14140.07%0.10%0.14%Q2 2020Q3 202314
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 14140.01%0.02%0.05%Q2 2020Q3 202314
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 14140.03%0.03%0.04%Q2 2020Q3 202314
ELCO Management Co., LLC 14140.28%0.49%0.62%Q2 2020Q3 202314
Mitsubishi UFJ Asset Management Co., Ltd. 14140.06%0.09%0.14%Q2 2020Q3 202314
Essex Savings Bank 14140.09%0.11%0.14%Q2 2020Q3 202314
S.A. Mason LLC 14140.14%0.20%0.24%Q2 2020Q3 202314
EARNEST PARTNERS LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
DIAMOND HILL CAPITAL MANAGEMENT INC 14140.85%0.93%1.04%Q2 2020Q3 202314
TRUST CO OF VIRGINIA /VA 14140.05%0.06%0.09%Q2 2020Q3 202314
MONETARY MANAGEMENT GROUP INC 14140.01%0.05%0.09%Q2 2020Q3 202314
DONALDSON CAPITAL MANAGEMENT, LLC 14140.02%0.03%0.05%Q2 2020Q3 202314
IEQ CAPITAL, LLC 14140.02%0.04%0.06%Q2 2020Q3 202314
SECURIAN ASSET MANAGEMENT, INC 14140.04%0.07%0.10%Q2 2020Q3 202314
VANGUARD GROUP INC 14140.07%0.10%0.13%Q2 2020Q3 202314
CNB Bank 14140.01%0.02%0.03%Q2 2020Q3 202314
Evercore Wealth Management, LLC 14140.04%0.05%0.06%Q2 2020Q3 202314
ROYAL LONDON ASSET MANAGEMENT LTD 14140.05%0.06%0.06%Q2 2020Q3 202314
NBT BANK N A /NY 14140.20%0.25%0.30%Q2 2020Q3 202314
FIRST TRUST ADVISORS LP 14140.02%0.05%0.09%Q2 2020Q3 202314
Telos Capital Management, Inc. 14140.50%0.64%0.78%Q2 2020Q3 202314
HUNTINGTON NATIONAL BANK 14140.03%0.04%0.05%Q2 2020Q3 202314
GABELLI FUNDS LLC 14140.01%0.03%0.10%Q2 2020Q3 202314
Transform Wealth, LLC 14140.06%0.09%0.26%Q2 2020Q3 202314
Essex Financial Services, Inc. 14140.14%0.19%0.30%Q2 2020Q3 202314
MONARCH CAPITAL MANAGEMENT INC/ 14140.33%0.54%0.74%Q2 2020Q3 202314
BLAIR WILLIAM & CO/IL 14140.01%0.01%0.02%Q2 2020Q3 202314
FRANKLIN RESOURCES INC 14140.00%0.00%0.01%Q2 2020Q3 202314
GOLDMAN SACHS GROUP INC 14140.01%0.02%0.04%Q2 2020Q3 202314
EVERETT HARRIS & CO /CA/ 14140.01%0.01%0.01%Q2 2020Q3 202314
MARK SHEPTOFF FINANCIAL PLANNING, LLC 14140.01%0.06%0.14%Q2 2020Q3 202314
Robeco Institutional Asset Management B.V. 14140.01%0.03%0.04%Q2 2020Q3 202314
Ledyard National Bank 14140.03%0.05%0.07%Q2 2020Q3 202314
FRG Family Wealth Advisors LLC 14140.06%0.06%0.09%Q2 2020Q3 202314
DIVIDEND ASSETS CAPITAL, LLC 14140.02%0.08%0.12%Q2 2020Q3 202314
Baker Ellis Asset Management LLC 14140.05%0.20%1.04%Q2 2020Q3 202314
TOMPKINS FINANCIAL CORP 1040.00%0.01%0.01%Q2 2020Q4 202314
MONTAG A & ASSOCIATES INC 14140.04%0.04%0.05%Q2 2020Q3 202314
NORTHWEST INVESTMENT COUNSELORS, LLC 14140.63%1.05%1.41%Q2 2020Q3 202314
Invesco Ltd. 14140.02%0.05%0.07%Q2 2020Q3 202314
Carmichael Hill & Associates, Inc. 14140.08%0.10%0.13%Q2 2020Q3 202314
Korea Investment CORP 14140.03%0.06%0.13%Q2 2020Q3 202314
Legal & General Group Plc 14140.06%0.09%0.11%Q2 2020Q3 202314
ALLSTATE CORP 14140.01%0.03%0.07%Q2 2020Q3 202314
NOMURA ASSET MANAGEMENT CO LTD 14140.05%0.06%0.09%Q2 2020Q3 202314
BENEDICT FINANCIAL ADVISORS INC 14140.14%0.18%0.21%Q2 2020Q3 202314
LPL Financial LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
BAR HARBOR WEALTH MANAGEMENT 14140.03%0.04%0.06%Q2 2020Q3 202314
CIBC WORLD MARKET INC. 14140.00%0.00%0.01%Q2 2020Q3 202314
Kentucky Retirement Systems 14140.07%0.10%0.13%Q2 2020Q3 202314
WELLS FARGO & COMPANY/MN 14140.02%0.02%0.03%Q2 2020Q3 202314
PROFUND ADVISORS LLC 14140.01%0.02%0.03%Q2 2020Q3 202314
Argent Trust Co 14140.10%0.13%0.16%Q2 2020Q3 202314
GRIMES & COMPANY, INC. 14140.02%0.02%0.03%Q2 2020Q3 202314
1ST SOURCE BANK 14140.02%0.03%0.04%Q2 2020Q3 202314
Avantax Planning Partners, Inc. 14140.01%0.01%0.02%Q2 2020Q3 202314
STIFEL FINANCIAL CORP 14140.02%0.03%0.04%Q2 2020Q3 202314
CARRET ASSET MANAGEMENT, LLC 14140.05%0.06%0.08%Q2 2020Q3 202314
GLENMEDE TRUST CO NA 14140.13%0.19%0.32%Q2 2020Q3 202314
Family Capital Trust Co 14140.33%1.18%1.58%Q2 2020Q3 202314
Allworth Financial LP 14140.00%0.00%0.00%Q2 2020Q3 202314
Selway Asset Management 14140.25%0.54%0.86%Q2 2020Q3 202314
OneDigital Investment Advisors LLC 14140.02%0.03%0.04%Q2 2020Q3 202314
Asset Dedication, LLC 14140.02%0.04%0.07%Q2 2020Q3 202314
Wealthfront Advisers LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
PRIO WEALTH LIMITED PARTNERSHIP 14140.08%0.09%0.11%Q2 2020Q3 202314
Pointe Capital Management LLC 14140.21%0.30%0.37%Q2 2020Q3 202314
Pflug Koory, LLC 14140.01%0.03%0.06%Q2 2020Q3 202314
HSBC HOLDINGS PLC 14140.04%0.06%0.09%Q2 2020Q3 202314
Independent Advisor Alliance 14140.00%0.04%0.12%Q2 2020Q3 202314
Baker Chad R 14141.79%2.83%3.85%Q2 2020Q3 202314
Smithfield Trust Co 14140.01%0.01%0.02%Q2 2020Q3 202314
Gulf International Bank (UK) Ltd 14140.07%0.09%0.12%Q2 2020Q3 202314
Baird Financial Group, Inc. 14140.08%0.10%0.12%Q2 2020Q3 202314
BNP Paribas Asset Management Holding S.A. 14140.00%0.02%0.07%Q2 2020Q3 202314
AMERIPRISE FINANCIAL INC 14140.01%0.06%0.11%Q2 2020Q3 202314
DAVIS SELECTED ADVISERS 14140.18%1.20%3.96%Q2 2020Q3 202314
RAYMOND JAMES & ASSOCIATES 14140.03%0.06%0.09%Q2 2020Q3 202314
Parkside Financial Bank & Trust 14140.02%0.04%0.06%Q2 2020Q3 202314
BROWN BROTHERS HARRIMAN & CO 14140.02%0.02%0.03%Q2 2020Q3 202314
ASSETMARK, INC 14140.00%0.01%0.02%Q2 2020Q3 202314
ADIRONDACK TRUST CO 14140.10%0.16%0.22%Q2 2020Q3 202314
Janney Montgomery Scott LLC 14140.02%0.03%0.03%Q2 2020Q3 202314
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 14140.03%0.11%0.21%Q2 2020Q3 202314
SCOPUS ASSET MANAGEMENT, L.P. 880.04%0.19%0.40%Q2 2020Q1 202214
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 14140.01%0.03%0.04%Q2 2020Q3 202314
WELCH & FORBES LLC 14140.17%0.21%0.25%Q2 2020Q3 202314
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 14140.03%0.04%0.05%Q2 2020Q3 202314
FIDUCIARY TRUST CO 14140.09%0.11%0.14%Q2 2020Q3 202314
VOYA INVESTMENT MANAGEMENT LLC 14140.02%0.03%0.05%Q2 2020Q3 202314
OLD NATIONAL BANCORP /IN/ 14140.01%0.01%0.02%Q2 2020Q3 202314
KANAWHA CAPITAL MANAGEMENT LLC 14140.35%0.57%0.69%Q2 2020Q3 202314
HM PAYSON & CO 14140.10%0.18%0.51%Q2 2020Q3 202314
Bollard Group LLC 14140.02%0.03%0.04%Q2 2020Q3 202314
National Pension Service 14140.08%0.12%0.14%Q2 2020Q3 202314
Sugarloaf Wealth Management, LLC 14140.01%0.02%0.03%Q2 2020Q3 202314
State of Tennessee, Treasury Department 14140.04%0.06%0.18%Q2 2020Q3 202314
Bray Capital Advisors 14140.01%0.03%0.10%Q2 2020Q3 202314
BROWN ADVISORY INC 14140.11%0.19%0.24%Q2 2020Q3 202314
PRUDENTIAL FINANCIAL INC 14140.04%0.08%0.16%Q2 2020Q3 202314
Graypoint LLC 14140.05%0.10%0.17%Q2 2020Q3 202314
Hanson & Doremus Investment Management 14140.02%0.02%0.03%Q2 2020Q3 202314
TOWER BRIDGE ADVISORS 14140.06%0.08%0.10%Q2 2020Q3 202314
SouthState Corp 14140.03%0.05%0.08%Q2 2020Q3 202314
Stonehage Fleming Financial Services Holdings Ltd 14140.02%0.04%0.08%Q2 2020Q3 202314
PITCAIRN CO 14140.03%0.05%0.07%Q2 2020Q3 202314
AMUSSEN HUNSAKER ASSOCIATES LLC 14140.14%0.17%0.21%Q2 2020Q3 202314
Baystate Wealth Management LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
CAROLINAS WEALTH CONSULTING LLC 14140.01%0.02%0.04%Q2 2020Q3 202314
PrairieView Partners, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
US BANCORP \DE\ 14140.02%0.03%0.04%Q2 2020Q3 202314
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 14140.05%0.08%0.10%Q2 2020Q3 202314
B. Riley Wealth Advisors, Inc. 14140.02%0.04%0.06%Q2 2020Q3 202314
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 14140.08%0.34%0.50%Q2 2020Q3 202314
Rossmore Private Capital 14140.09%0.14%0.20%Q2 2020Q3 202314
True North Advisors, LLC 14140.08%0.15%0.22%Q2 2020Q3 202314
Capital Research Global Investors 14140.36%0.80%1.37%Q2 2020Q3 202314
Dorsey & Whitney Trust CO LLC 14140.03%0.04%0.06%Q2 2020Q3 202314
PROFESSIONAL ADVISORY SERVICES INC 14142.25%2.66%3.14%Q2 2020Q3 202314
Moors & Cabot, Inc. 14140.09%0.11%0.14%Q2 2020Q3 202314
Capital International Investors 14140.02%0.57%1.13%Q2 2020Q3 202314
Fisher Asset Management, LLC 14140.05%0.15%0.41%Q2 2020Q3 202314
HOLDERNESS INVESTMENTS CO 14140.13%0.21%0.28%Q2 2020Q3 202314
Asset Management One Co., Ltd. 14140.05%0.08%0.11%Q2 2020Q3 202314
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 14140.13%0.31%0.38%Q2 2020Q3 202314
HEADINVEST, LLC 14140.20%0.31%0.39%Q2 2020Q3 202314
Drexel Morgan & Co. 14140.07%0.11%0.14%Q2 2020Q3 202314
FEDERATED HERMES, INC. 14140.00%0.04%0.14%Q2 2020Q3 202314
COMMONWEALTH EQUITY SERVICES, LLC 14140.03%0.04%0.05%Q2 2020Q3 202314
Costello Asset Management, INC 14140.01%0.07%0.18%Q2 2020Q3 202314
Ensign Peak Advisors, Inc 14140.06%0.15%0.20%Q2 2020Q3 202314
ENVESTNET ASSET MANAGEMENT INC 14140.01%0.02%0.07%Q2 2020Q3 202314
FIRST NATIONAL TRUST CO 14140.01%0.03%0.06%Q2 2020Q3 202314
VALLEY NATIONAL ADVISERS INC 14140.00%0.01%0.01%Q2 2020Q3 202314
PRIMECAP MANAGEMENT CO/CA/ 14140.09%0.16%0.22%Q2 2020Q3 202314
SG Americas Securities, LLC 14140.00%0.02%0.04%Q2 2020Q3 202314
TD ASSET MANAGEMENT INC 14140.01%0.01%0.02%Q2 2020Q3 202314
Rosenberg Matthew Hamilton 14140.01%0.02%0.03%Q2 2020Q3 202314
PINNACLE FINANCIAL PARTNERS INC 14140.00%0.00%0.01%Q2 2020Q3 202314
IFP Advisors, Inc 14140.03%0.08%0.20%Q2 2020Q3 202314
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
CAPITAL CITY TRUST CO/FL 14140.15%0.20%0.26%Q2 2020Q3 202314
THOMPSON SIEGEL & WALMSLEY LLC 14140.00%0.02%0.06%Q2 2020Q3 202314
GPM Growth Investors, Inc. 14142.06%2.75%3.21%Q2 2020Q3 202314
Mirae Asset Global Investments Co., Ltd. 14140.00%0.01%0.02%Q2 2020Q3 202314
Canal Insurance CO 14140.09%0.14%0.18%Q2 2020Q3 202314
WASHINGTON TRUST Co 14140.01%0.02%0.03%Q2 2020Q3 202314
First Personal Financial Services 14140.00%0.01%0.01%Q2 2020Q3 202314
PRINCIPAL FINANCIAL GROUP INC 14140.02%0.04%0.11%Q2 2020Q3 202314
Zions Bancorporation, N.A. 14140.01%0.01%0.01%Q2 2020Q3 202314
SEGALL BRYANT & HAMILL, LLC 14140.01%0.01%0.01%Q2 2020Q3 202314
Triangle Securities Wealth Management 14140.13%0.23%0.35%Q2 2020Q3 202314
Highlander Capital Management, LLC 14140.02%0.03%0.04%Q2 2020Q3 202314
Bragg Financial Advisors, Inc 14140.03%0.05%0.12%Q2 2020Q3 202314
Meiji Yasuda Asset Management Co Ltd. 14140.11%0.24%0.38%Q2 2020Q3 202314
AQR Capital Management 14140.00%0.10%0.34%Q2 2020Q3 202314
Banque Cantonale Vaudoise 14140.03%0.06%0.10%Q2 2020Q3 202314
First PREMIER Bank 14140.00%0.00%0.01%Q2 2020Q3 202314
Laird Norton Wetherby Wealth Management, LLC 14140.02%0.04%0.07%Q2 2020Q3 202314
Parallel Advisors, LLC 14140.02%0.03%0.04%Q2 2020Q3 202314
MOODY NATIONAL BANK TRUST DIVISION 14140.03%0.08%0.12%Q2 2020Q3 202314
THRIVENT FINANCIAL FOR LUTHERANS 14140.00%0.03%0.15%Q2 2020Q3 202314
Cetera Advisor Networks LLC 14140.02%0.03%0.04%Q2 2020Q3 202314
METROPOLITAN LIFE INSURANCE CO/NY 14140.05%0.08%0.10%Q2 2020Q3 202314
Cohen Capital Management, Inc. 14140.36%0.53%0.72%Q2 2020Q3 202314
Laurel Wealth Advisors LLC 14140.09%0.12%0.14%Q2 2020Q3 202314
BAHL & GAYNOR INC 14140.02%0.03%0.04%Q2 2020Q3 202314
FISHMAN JAY A LTD/MI 14140.07%0.13%0.19%Q2 2020Q3 202314
SILVERCREST ASSET MANAGEMENT GROUP LLC 14140.02%0.02%0.03%Q2 2020Q3 202314
FAYEZ SAROFIM & CO 14140.02%0.03%0.04%Q2 2020Q3 202314
JONES FINANCIAL COMPANIES LLLP 14140.00%0.00%0.00%Q2 2020Q3 202314
AdvisorNet Financial, Inc 14140.03%0.18%0.44%Q2 2020Q3 202314
Mawer Investment Management Ltd. 14140.17%0.40%0.51%Q2 2020Q3 202314
CITY HOLDING CO 14140.14%0.20%0.30%Q2 2020Q3 202314
LEE DANNER & BASS INC 14140.19%0.26%0.33%Q2 2020Q3 202314
Savant Capital, LLC 14140.03%0.05%0.07%Q2 2020Q3 202314
HIGHLAND CAPITAL MANAGEMENT, LLC 14140.44%0.74%0.95%Q2 2020Q3 202314
HARBOR INVESTMENT ADVISORY, LLC 14140.02%0.03%0.03%Q2 2020Q3 202314
Abbrea Capital, LLC 14140.10%0.14%0.18%Q2 2020Q3 202314
GYL FINANCIAL SYNERGIES, LLC 14140.06%0.18%0.33%Q2 2020Q3 202314
BEESE FULMER INVESTMENT MANAGEMENT, INC. 14140.04%0.07%0.12%Q2 2020Q3 202314
JFS WEALTH ADVISORS, LLC 14140.00%0.01%0.01%Q2 2020Q3 202314
Community Bank, N.A. 14140.04%0.06%0.08%Q2 2020Q3 202314
CIBC Asset Management Inc 14140.01%0.02%0.03%Q2 2020Q3 202314
Advisory Services Network, LLC 14140.02%0.03%0.04%Q2 2020Q3 202314
BANK OF NOVA SCOTIA 14140.01%0.03%0.12%Q2 2020Q3 202314
Marble Harbor Investment Counsel, LLC 14140.09%0.12%0.17%Q2 2020Q3 202314
Financial Management Professionals, Inc. 14140.00%0.00%0.01%Q2 2020Q3 202314
STATE STREET CORP 14140.07%0.10%0.16%Q2 2020Q3 202314
JOHNSON INVESTMENT COUNSEL INC 14140.01%0.01%0.02%Q2 2020Q3 202314
TRUIST FINANCIAL CORP 14140.01%0.02%0.02%Q2 2020Q3 202314
Glenview Trust Co 14140.04%0.05%0.08%Q2 2020Q3 202314
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 14140.02%0.27%0.87%Q2 2020Q3 202314
HOME FEDERAL BANK OF TENNESSEE 14140.11%0.24%0.35%Q2 2020Q3 202314
DELTA ASSET MANAGEMENT LLC/TN 14141.54%2.37%3.16%Q2 2020Q3 202314
Symmetry Partners, LLC 14140.02%0.03%0.03%Q3 2020Q4 202314
Retirement Systems of Alabama 14140.04%0.07%0.17%Q2 2020Q3 202314
AllSquare Wealth Management LLC 14140.04%0.07%0.09%Q2 2020Q3 202314
FIRST HAWAIIAN BANK 14140.01%0.03%0.04%Q2 2020Q3 202314
Farmers & Merchants Trust Co of Chambersburg PA 14140.07%0.11%0.14%Q2 2020Q3 202314
HighMark Wealth Management LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
CAPE COD FIVE CENTS SAVINGS BANK 14140.03%0.04%0.06%Q2 2020Q3 202314
FOSTER & MOTLEY INC 14140.05%0.06%0.08%Q2 2020Q3 202314
Tortoise Investment Management, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
SYSTEMATIC FINANCIAL MANAGEMENT LP 14140.01%0.01%0.01%Q2 2020Q3 202314
QUADRANT CAPITAL GROUP LLC 14140.03%0.04%0.06%Q2 2020Q3 202314
YHB Investment Advisors, Inc. 14140.13%0.18%0.23%Q2 2020Q3 202314
Raymond James Financial Services Advisors, Inc. 14140.01%0.02%0.02%Q2 2020Q3 202314
TWO SIGMA ADVISERS, LP 14140.00%0.08%0.28%Q2 2020Q3 202314
APG Asset Management N.V. 14140.06%0.10%0.15%Q2 2020Q3 202314
Montecito Bank & Trust 14140.06%0.18%0.33%Q3 2020Q4 202314
Buffington Mohr McNeal 14140.08%0.17%0.25%Q2 2020Q3 202314
BELLEVUE ASSET MANAGEMENT, LLC 14140.03%0.04%0.05%Q2 2020Q3 202314
Mine & Arao Wealth Creation & Management, LLC. 14140.00%0.00%0.01%Q2 2020Q3 202314
Patriot Financial Group Insurance Agency, LLC 14140.05%0.08%0.10%Q2 2020Q3 202314
Cypress Capital Management LLC (WY) 14140.16%0.25%0.39%Q2 2020Q3 202314
VICTORY CAPITAL MANAGEMENT INC 14140.01%0.12%0.35%Q2 2020Q3 202314
Institute for Wealth Management, LLC. 14140.05%0.07%0.07%Q2 2020Q3 202314
LSV ASSET MANAGEMENT 14140.00%0.01%0.03%Q2 2020Q3 202314
SVB WEALTH LLC 14140.02%0.02%0.03%Q2 2020Q3 202314
Riggs Asset Managment Co. Inc. 14140.01%0.04%0.15%Q2 2020Q3 202314
DAVENPORT & Co LLC 14140.01%0.04%0.06%Q2 2020Q3 202314
BAILARD, INC. 14140.01%0.01%0.02%Q2 2020Q3 202314
PNC FINANCIAL SERVICES GROUP, INC. 14140.05%0.06%0.07%Q2 2020Q3 202314
Penobscot Investment Management Company, Inc. 14140.09%0.12%0.17%Q2 2020Q3 202314
DUNCKER STREETT & CO INC 14140.02%0.02%0.03%Q2 2020Q3 202314
Gifford Fong Associates 14140.07%0.10%0.13%Q2 2020Q3 202314
PARSONS CAPITAL MANAGEMENT INC/RI 14140.09%0.18%0.33%Q2 2020Q3 202314
TCTC Holdings, LLC 14140.01%0.05%0.15%Q2 2020Q3 202314
GEODE CAPITAL MANAGEMENT, LLC 14140.06%0.10%0.12%Q2 2020Q3 202314
Cresset Asset Management, LLC 14140.00%0.05%0.10%Q2 2020Q3 202314
Cetera Investment Advisers 14140.01%0.02%0.03%Q2 2020Q3 202314
XPONANCE, INC. 14140.04%0.09%0.19%Q2 2020Q3 202314
LOS ANGELES CAPITAL MANAGEMENT LLC 14140.00%0.09%0.33%Q2 2020Q3 202314
FinTrust Capital Advisors, LLC 14140.02%0.03%0.04%Q2 2020Q3 202314
STATE OF MICHIGAN RETIREMENT SYSTEM 14140.04%0.06%0.08%Q2 2020Q3 202314
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 14140.03%0.05%0.06%Q2 2020Q3 202314
FLAGSHIP HARBOR ADVISORS, LLC 14140.02%0.04%0.07%Q2 2020Q3 202314
Candriam S.C.A. 14140.01%0.02%0.04%Q2 2020Q3 202314
EXCALIBUR MANAGEMENT CORP 14140.21%0.28%0.37%Q2 2020Q3 202314
FineMark National Bank & Trust 14140.02%0.05%0.07%Q2 2020Q3 202314
Clearstead Advisors, LLC 14140.03%0.05%0.06%Q2 2020Q3 202314
MANUFACTURERS LIFE INSURANCE COMPANY, THE 14140.03%0.04%0.06%Q2 2020Q3 202314
KCM INVESTMENT ADVISORS LLC 14140.02%0.05%0.07%Q2 2020Q3 202314
ALPINE WOODS CAPITAL INVESTORS, LLC 14140.17%0.34%0.66%Q2 2020Q3 202314
State of New Jersey Common Pension Fund D 14140.05%0.07%0.09%Q2 2020Q3 202314
State of Alaska, Department of Revenue 14140.04%0.08%0.12%Q2 2020Q3 202314
FORSTA AP-FONDEN 14140.06%0.11%0.19%Q2 2020Q3 202314
Allred Capital Management, LLC 14140.20%0.30%0.38%Q2 2020Q3 202314
Choate Investment Advisors 14140.04%0.06%0.12%Q2 2020Q3 202314
OPPENHEIMER & CO INC 14140.03%0.23%0.45%Q2 2020Q3 202314
DELTA CAPITAL MANAGEMENT LLC 14141.26%1.83%2.32%Q2 2020Q3 202314
Pinnacle Bancorp, Inc. 14140.01%0.02%0.03%Q2 2020Q3 202314
FMR LLC 14140.02%0.04%0.08%Q2 2020Q3 202314
WELLINGTON MANAGEMENT GROUP LLP 14140.00%0.00%0.00%Q2 2020Q3 202314
GAMCO INVESTORS, INC. ET AL 14140.03%0.05%0.08%Q2 2020Q3 202314
Penserra Capital Management LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
PROFFITT & GOODSON INC 14140.04%0.06%0.09%Q2 2020Q3 202314
TOTH FINANCIAL ADVISORY CORP 14140.00%0.00%0.00%Q2 2020Q3 202314
Burgundy Asset Management Ltd. 14142.24%2.64%3.16%Q2 2020Q3 202314
Kentucky Retirement Systems Insurance Trust Fund 14140.07%0.11%0.13%Q2 2020Q3 202314
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 14140.06%0.07%0.09%Q2 2020Q3 202314
Sumitomo Mitsui DS Asset Management Company, Ltd 14140.04%0.06%0.06%Q2 2020Q3 202314
AR ASSET MANAGEMENT INC 14140.12%0.18%0.22%Q2 2020Q3 202314
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 14140.05%0.06%0.07%Q2 2020Q3 202314
Allianz Asset Management GmbH 14140.00%0.01%0.05%Q2 2020Q3 202314
ARROW FINANCIAL CORP 14140.03%0.04%0.07%Q2 2020Q3 202314
OPPENHEIMER ASSET MANAGEMENT INC. 14140.01%0.01%0.01%Q2 2020Q3 202314
Estabrook Capital Management 14140.06%0.11%0.15%Q2 2020Q3 202314
Miller Investment Management, LP 14140.05%0.12%0.16%Q2 2020Q3 202314
Louisiana State Employees Retirement System 14140.05%0.06%0.07%Q2 2020Q3 202314
Prestige Wealth Management Group LLC 14140.01%0.01%0.01%Q2 2020Q3 202314
ALLIANCEBERNSTEIN L.P. 14140.02%0.02%0.03%Q2 2020Q3 202314
Sound View Wealth Advisors Group, LLC 14140.05%0.06%0.08%Q2 2020Q3 202314
BRIDGES INVESTMENT MANAGEMENT INC 14140.02%0.03%0.04%Q2 2020Q3 202314
JANUS HENDERSON GROUP PLC 14140.00%0.02%0.07%Q2 2020Q3 202314
FORTE CAPITAL LLC /ADV 14140.06%0.09%0.10%Q2 2020Q3 202314
CITIGROUP INC 14140.01%0.02%0.03%Q2 2020Q3 202314
SCOTIA CAPITAL INC. 14140.00%0.01%0.02%Q2 2020Q3 202314
CKW FINANCIAL GROUP 14140.01%0.01%0.02%Q2 2020Q3 202314
SHAYNE & JACOBS, LLC 14140.21%0.28%0.34%Q2 2020Q3 202314
FARMERS & MERCHANTS INVESTMENTS INC 14140.06%0.15%0.20%Q2 2020Q3 202314
Principle Wealth Partners LLC 14140.04%0.12%0.17%Q2 2020Q3 202314
PRICE T ROWE ASSOCIATES INC /MD/ 14140.01%0.03%0.13%Q2 2020Q3 202314
Colonial Trust Advisors 14140.04%0.06%0.07%Q2 2020Q3 202314
CIGNA INVESTMENTS INC /NEW 14140.08%0.09%0.11%Q2 2020Q3 202314
RAYMOND JAMES TRUST N.A. 14140.05%0.10%0.13%Q2 2020Q3 202314
NJ State Employees Deferred Compensation Plan 14140.11%0.17%0.22%Q2 2020Q3 202314
GABLES CAPITAL MANAGEMENT INC. 14140.06%0.07%0.09%Q2 2020Q3 202314
ARCADIA INVESTMENT MANAGEMENT CORP/MI 14140.01%0.01%0.01%Q2 2020Q3 202314
South Dakota Investment Council 14140.02%0.03%0.05%Q2 2020Q3 202314
Column Capital Advisors, LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
EDMOND DE ROTHSCHILD HOLDING S.A. 14140.00%0.00%0.00%Q2 2020Q3 202314
Martin Investment Management, LLC 14141.04%1.59%1.83%Q2 2020Q3 202314
COLONY GROUP LLC 14140.01%0.02%0.06%Q2 2020Q3 202314
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 14140.00%0.01%0.03%Q2 2020Q3 202314
Meiji Yasuda Life Insurance Co 14140.01%0.03%0.04%Q2 2020Q3 202314
BURNEY CO/ 14140.06%0.09%0.12%Q2 2020Q3 202314
J.P. Marvel Investment Advisors, LLC 14140.43%0.59%0.93%Q2 2020Q3 202314
JPMORGAN CHASE & CO 14140.01%0.02%0.03%Q2 2020Q3 202314
First City Capital Management, Inc. 14140.20%0.30%0.46%Q2 2020Q3 202314
Dai-ichi Life Insurance Company, Ltd 14140.02%0.05%0.08%Q2 2020Q3 202314
NATIXIS ADVISORS, L.P. 14140.01%0.02%0.03%Q2 2020Q3 202314
CAPTRUST FINANCIAL ADVISORS 14140.02%0.02%0.03%Q2 2020Q3 202314
PEOPLES FINANCIAL SERVICES CORP. 14140.12%0.17%0.21%Q2 2020Q3 202314
Mitsubishi UFJ Trust & Banking Corp 14140.04%0.06%0.08%Q2 2020Q3 202314
ProShare Advisors LLC 14140.01%0.12%0.60%Q2 2020Q3 202314
Larson Financial Group LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Legacy Bridge, LLC 14140.15%0.17%0.22%Q2 2020Q3 202314
JNBA Financial Advisors 14140.00%0.01%0.01%Q2 2020Q3 202314
Boston Trust Walden Corp 14140.00%0.00%0.01%Q2 2020Q3 202314
Bath Savings Trust Co 14140.03%0.06%0.09%Q2 2020Q3 202314
Baldwin Investment Management, LLC 14140.10%0.12%0.15%Q2 2020Q3 202314
Markel Corporation 14140.09%0.13%0.16%Q2 2020Q3 202314
STEPH & CO 14140.06%0.07%0.08%Q2 2020Q3 202314
SEI INVESTMENTS CO 14140.02%0.03%0.04%Q2 2020Q3 202314
Aull & Monroe Investment Management Corp 14140.22%0.28%0.35%Q2 2020Q3 202314
FINANCIAL COUNSELORS INC 14140.01%0.02%0.04%Q2 2020Q3 202314
North Star Investment Management Corp. 14140.01%0.02%0.06%Q2 2020Q3 202314
Crestwood Advisors Group, LLC 14140.02%0.04%0.09%Q2 2020Q3 202314
NICOLET ADVISORY SERVICES, LLC 14140.05%0.09%0.11%Q2 2020Q3 202314
Bleichroeder LP 14140.02%0.05%0.08%Q2 2020Q3 202314
WEDBUSH SECURITIES INC 14140.03%0.06%0.11%Q2 2020Q3 202314
SYNOVUS FINANCIAL CORP 14140.04%0.06%0.07%Q2 2020Q3 202314
WHITTIER TRUST CO 14140.02%0.03%0.08%Q2 2020Q3 202314
Wesleyan Assurance Society 14140.40%0.54%0.67%Q2 2020Q3 202314
Livforsakringsbolaget Skandia, Omsesidigt 14140.01%0.02%0.04%Q2 2020Q3 202314
Rockefeller Capital Management L.P. 14140.04%0.56%0.74%Q2 2020Q3 202314
PineBridge Investments, L.P. 14140.00%0.02%0.05%Q2 2020Q3 202314
Russell Investments Group, Ltd. 14140.10%0.12%0.16%Q2 2020Q3 202314
Chevy Chase Trust Holdings, LLC 14140.06%0.08%0.10%Q2 2020Q3 202314
PUBLIC SECTOR PENSION INVESTMENT BOARD 14140.02%0.07%0.20%Q2 2020Q3 202314
PERSONAL CFO SOLUTIONS, LLC 14140.00%0.10%0.13%Q2 2020Q3 202314
Cetera Advisors LLC 14140.02%0.03%0.04%Q2 2020Q3 202314
Neuberger Berman Group LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Connecticut Wealth Management, LLC 14140.34%0.59%1.32%Q2 2020Q3 202314
Westside Investment Management, Inc. 14140.00%0.00%0.01%Q2 2020Q3 202314
L. Roy Papp & Associates, LLP 14140.04%0.07%0.10%Q2 2020Q3 202314
GREAT WEST LIFE ASSURANCE CO /CAN/ 14140.03%0.11%0.15%Q2 2020Q3 202314
Cambridge Investment Research Advisors, Inc. 14140.01%0.02%0.04%Q2 2020Q3 202314
Gradient Investments LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
IMA Wealth, Inc. 14140.19%0.41%0.55%Q2 2020Q3 202314
WATERS PARKERSON & CO., LLC 14140.02%0.05%0.08%Q2 2020Q3 202314
KBC Group NV 14140.02%0.09%0.27%Q2 2020Q3 202314
Lipe & Dalton 14140.42%0.60%1.04%Q2 2020Q3 202314
Chicago Capital, LLC 14140.02%0.03%0.03%Q2 2020Q3 202314
Cerity Partners LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
Simmons Bank 14140.04%0.05%0.07%Q2 2020Q3 202314
SIGNATUREFD, LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
Olstein Capital Management, L.P. 14140.75%1.05%1.45%Q2 2020Q3 202314
CREATIVE FINANCIAL DESIGNS INC /ADV 14140.00%0.00%0.00%Q2 2020Q3 202314
BRYN MAWR TRUST Co 14140.02%0.03%0.04%Q2 2020Q3 202314
MV CAPITAL MANAGEMENT, INC. 14140.01%0.01%0.02%Q2 2020Q3 202314
DEARBORN PARTNERS LLC 14140.10%1.15%1.82%Q2 2020Q3 202314
Calamos Advisors LLC 14140.02%0.09%0.18%Q2 2020Q3 202314
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 14140.00%0.03%0.07%Q2 2020Q3 202314
DekaBank Deutsche Girozentrale 14140.02%0.09%0.22%Q2 2020Q3 202314
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 14140.02%0.02%0.03%Q2 2020Q3 202314
SHELL ASSET MANAGEMENT CO 14140.02%0.05%0.09%Q2 2020Q3 202314
Mutual Advisors, LLC 14140.01%0.02%0.03%Q2 2020Q3 202314
INGALLS & SNYDER LLC 14140.10%0.16%0.21%Q2 2020Q3 202314
KEYBANK NATIONAL ASSOCIATION/OH 14140.04%0.05%0.08%Q2 2020Q3 202314
Fiduciary Group LLC 14140.05%0.07%0.13%Q2 2020Q3 202314
FIRST FINANCIAL CORP /IN/ 14140.07%0.13%0.17%Q2 2020Q3 202314
CIBC Private Wealth Group, LLC 14140.01%0.02%0.02%Q2 2020Q3 202314
NORDEA INVESTMENT MANAGEMENT AB 14140.00%0.10%0.38%Q2 2020Q3 202314
abrdn plc 14140.02%0.04%0.08%Q2 2020Q3 202314
Field & Main Bank 14140.00%0.02%0.04%Q2 2020Q3 202314
STEPHENS INC /AR/ 14140.02%0.05%0.12%Q2 2020Q3 202314
Tower Research Capital LLC (TRC) 14140.01%0.04%0.11%Q2 2020Q3 202314
Sutton Wealth Advisors Inc. 14140.02%0.03%0.05%Q2 2020Q3 202314
Jacobi Capital Management LLC 14140.03%0.05%0.07%Q2 2020Q3 202314
Reynders McVeigh Capital Management, LLC 14140.88%2.53%3.61%Q2 2020Q3 202314
PROSPECTOR PARTNERS LLC 14140.15%0.78%1.99%Q2 2020Q3 202314
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 14140.06%0.09%0.12%Q2 2020Q3 202314
CULLINAN ASSOCIATES INC 14140.03%0.10%0.14%Q2 2020Q3 202314
Crossmark Global Holdings, Inc. 14140.03%0.06%0.10%Q2 2020Q3 202314
D.A. DAVIDSON & CO. 14140.04%0.06%0.07%Q2 2020Q3 202314
Patten Group, Inc. 14140.50%0.82%1.12%Q2 2020Q3 202314
TEXAS PERMANENT SCHOOL FUND CORP 14140.05%0.07%0.09%Q2 2020Q3 202314
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 14140.04%0.06%0.08%Q2 2020Q3 202314
NISA INVESTMENT ADVISORS, LLC 14140.05%0.08%0.11%Q2 2020Q3 202314
Bank of New York Mellon Corp 14140.06%0.07%0.08%Q2 2020Q3 202314
DIMENSIONAL FUND ADVISORS LP 14140.06%0.10%0.12%Q2 2020Q3 202314
FUKOKU MUTUAL LIFE INSURANCE Co 14140.01%0.02%0.03%Q2 2020Q3 202314
Oakworth Capital, Inc. 14140.01%0.01%0.01%Q2 2020Q3 202314
PANAGORA ASSET MANAGEMENT INC 14140.01%0.03%0.11%Q2 2020Q3 202314
Poehling Capital Management, INC. 14140.45%0.73%1.27%Q2 2020Q3 202314
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 14140.00%0.00%0.00%Q2 2020Q3 202314
Sandy Spring Bank 14140.02%0.04%0.07%Q2 2020Q3 202314
CUTLER INVESTMENT COUNSEL LLC 14140.24%1.07%1.41%Q2 2020Q3 202314
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 14140.06%0.09%0.11%Q2 2020Q3 202314
Tufton Capital Management 14140.33%0.89%1.33%Q2 2020Q3 202314
ClariVest Asset Management LLC 14140.38%0.57%0.85%Q2 2020Q3 202314
Nuveen Asset Management, LLC 14140.04%0.22%0.36%Q2 2020Q3 202314
Archer Investment Corp 14140.01%0.01%0.01%Q2 2020Q3 202314
SeaCrest Wealth Management, LLC 14140.03%0.04%0.05%Q2 2020Q3 202314
BOSTON FINANCIAL MANGEMENT LLC 14140.02%0.02%0.02%Q2 2020Q3 202314
Swiss National Bank 14140.06%0.09%0.12%Q2 2020Q3 202314
HBC Financial Services, PLLC 14140.00%0.00%0.00%Q2 2020Q3 202314
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 14140.10%0.49%1.04%Q2 2020Q3 202314
PEAPACK GLADSTONE FINANCIAL CORP 14140.12%0.17%0.22%Q2 2020Q3 202314
BECK MACK & OLIVER LLC 14140.01%0.01%0.01%Q2 2020Q3 202314
GUGGENHEIM CAPITAL LLC 14140.01%0.02%0.03%Q2 2020Q3 202314
GATEWAY INVESTMENT ADVISERS LLC 14140.16%0.21%0.25%Q2 2020Q3 202314
Fiera Capital Corp 14141.46%1.78%2.24%Q2 2020Q3 202314
MOTCO 14140.00%0.00%0.00%Q2 2020Q3 202314
Hartford Financial Management Inc. 14140.20%0.28%0.34%Q2 2020Q3 202314
Steward Partners Investment Advisory, LLC 14140.05%0.10%0.13%Q2 2020Q3 202314
Center for Financial Planning, Inc. 14140.02%0.02%0.03%Q2 2020Q3 202314
OLD SECOND NATIONAL BANK OF AURORA 14140.01%0.01%0.03%Q2 2020Q3 202314
Geneos Wealth Management Inc. 14140.01%0.01%0.01%Q2 2020Q3 202314
MERIDIAN MANAGEMENT CO 14140.11%0.17%0.22%Q2 2020Q3 202314
NewEdge Advisors, LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
CULLEN/FROST BANKERS, INC. 14140.01%0.02%0.14%Q2 2020Q3 202314
TOCQUEVILLE ASSET MANAGEMENT L.P. 14140.15%0.25%0.35%Q2 2020Q3 202314
WESTPAC BANKING CORP 14140.03%0.05%0.10%Q2 2020Q3 202314
AXA S.A. 14140.01%0.09%0.12%Q2 2020Q3 202314
CLIFFORD SWAN INVESTMENT COUNSEL LLC 14140.17%0.26%0.42%Q2 2020Q3 202314
AMALGAMATED BANK 14140.05%0.08%0.11%Q2 2020Q3 202314
COMMERCE BANK 14140.05%0.06%0.07%Q2 2020Q3 202314
Steigerwald, Gordon & Koch Inc. 14140.60%1.79%2.48%Q2 2020Q3 202314
TEACHER RETIREMENT SYSTEM OF TEXAS 14140.02%0.08%0.16%Q2 2020Q3 202314
ATWOOD & PALMER INC 14140.03%0.03%0.04%Q2 2020Q3 202314
IFM Investors Pty Ltd 14140.07%0.11%0.14%Q2 2020Q3 202314
Treasurer of the State of North Carolina 14140.06%0.09%0.11%Q2 2020Q3 202314
BESSEMER GROUP INC 14140.00%0.00%0.01%Q2 2020Q3 202314
Sumitomo Mitsui Trust Holdings, Inc. 14140.06%0.10%0.14%Q2 2020Q3 202314
Mariner, LLC 14140.01%0.02%0.03%Q2 2020Q3 202314
NEW YORK STATE COMMON RETIREMENT FUND 14140.04%0.06%0.08%Q2 2020Q3 202314
AVIVA PLC 14140.03%0.08%0.16%Q2 2020Q3 202314
ENTERPRISE FINANCIAL SERVICES CORP 14140.04%0.12%0.28%Q2 2020Q3 202314
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 14140.06%0.09%0.11%Q2 2020Q3 202314
CONNING INC. 14140.01%0.01%0.01%Q2 2020Q3 202314
CapWealth Advisors, LLC 14140.29%0.48%0.70%Q2 2020Q3 202314
FIFTH THIRD BANCORP 14140.03%0.04%0.07%Q2 2020Q3 202314
Creative Planning 14140.01%0.02%0.03%Q2 2020Q3 202314
Glassman Wealth Services 14140.01%0.02%0.04%Q2 2020Q3 202314
NVWM, LLC 14140.02%0.04%0.04%Q2 2020Q3 202314
Birch Hill Investment Advisors LLC 14140.06%0.09%0.13%Q2 2020Q3 202314
MERCER GLOBAL ADVISORS INC /ADV 14140.00%0.01%0.02%Q2 2020Q3 202314
TRUST CO OF VERMONT 14140.11%0.14%0.17%Q2 2020Q3 202314
STATE OF WISCONSIN INVESTMENT BOARD 14140.05%0.07%0.10%Q2 2020Q3 202314
LINCOLN NATIONAL CORP 14140.01%0.01%0.02%Q2 2020Q3 202314
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
Goelzer Investment Management, Inc. 14140.03%0.06%0.12%Q2 2020Q3 202314
CENTRAL TRUST Co 14140.03%0.04%0.05%Q2 2020Q3 202314
Lindbrook Capital, LLC 14140.02%0.05%0.09%Q2 2020Q3 202314
Vestcor Inc 14140.02%0.03%0.04%Q2 2020Q3 202314
Focused Wealth Management, Inc 14140.00%0.00%0.00%Q2 2020Q3 202314
WHITTIER TRUST CO OF NEVADA INC 14140.05%0.07%0.09%Q2 2020Q3 202314
CAMPBELL NEWMAN ASSET MANAGEMENT INC 14140.04%0.05%0.07%Q2 2020Q3 202314
Ameritas Investment Partners, Inc. 14140.02%0.02%0.04%Q2 2020Q3 202314
Norinchukin Bank, The 14140.03%0.04%0.06%Q2 2020Q3 202314
WENDELL DAVID ASSOCIATES INC 14140.09%0.10%0.12%Q2 2020Q3 202314
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 14140.06%0.09%0.12%Q2 2020Q3 202314
USS Investment Management Ltd 14140.01%0.07%0.14%Q2 2020Q3 202314
Sound Income Strategies, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Skandinaviska Enskilda Banken AB (publ) 14140.04%0.08%0.22%Q2 2020Q3 202314
MAI Capital Management 14140.01%0.02%0.02%Q2 2020Q3 202314
AVANTAX ADVISORY SERVICES, INC. 14140.01%0.02%0.04%Q2 2020Q3 202314
Bull Street Advisors, LLC 14140.20%0.24%0.30%Q2 2020Q3 202314
UBS ASSET MANAGEMENT AMERICAS INC 14140.04%0.08%0.13%Q2 2020Q3 202314
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 14140.02%0.05%0.08%Q2 2020Q3 202314
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 14140.03%0.04%0.06%Q2 2020Q3 202314
Cedar Mountain Advisors, LLC 14140.00%0.01%0.01%Q2 2020Q3 202314
BURNS J W & CO INC/NY 14140.08%0.12%0.17%Q2 2020Q3 202314
Stratos Wealth Partners, LTD. 14140.02%0.05%0.08%Q2 2020Q3 202314
AE Wealth Management LLC 14140.01%0.01%0.01%Q2 2020Q3 202314
PATTEN & PATTEN INC/TN 14140.06%0.07%0.09%Q2 2020Q3 202314
Sigma Planning Corp 14140.01%0.03%0.05%Q2 2020Q3 202314
Ancora Advisors LLC 14140.01%0.01%0.01%Q2 2020Q3 202314
UMB Bank, n.a. 14140.01%0.01%0.01%Q2 2020Q3 202314
NTV ASSET MANAGEMENT LLC 14140.06%0.07%0.08%Q2 2020Q3 202314
GARRISON POINT ADVISORS, LLC 14140.29%0.72%0.92%Q2 2020Q3 202314
TIEMANN INVESTMENT ADVISORS, LLC 14140.15%0.18%0.23%Q2 2020Q3 202314
Arizona State Retirement System 14140.06%0.09%0.11%Q2 2020Q3 202314
EVOKE WEALTH, LLC 14140.01%0.14%0.21%Q2 2020Q3 202314
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 14140.02%0.02%0.03%Q2 2020Q3 202314
SALEM INVESTMENT COUNSELORS INC 14140.03%0.06%0.14%Q2 2020Q3 202314
FIRST MANHATTAN CO. LLC. 14140.00%0.00%0.01%Q2 2020Q3 202314
HERITAGE INVESTORS MANAGEMENT CORP 14140.09%0.11%0.12%Q2 2020Q3 202314
WEST PACES ADVISORS INC. 14140.00%0.00%0.01%Q2 2020Q3 202314
MetLife Investment Management, LLC 14140.05%0.08%0.09%Q2 2020Q3 202314
UNITED CAPITAL FINANCIAL ADVISORS, LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
Utah Retirement Systems 14140.07%0.10%0.11%Q2 2020Q3 202314
AMERICAN INTERNATIONAL GROUP, INC. 14140.03%0.06%0.08%Q2 2020Q3 202314
Merit Financial Group, LLC 14140.03%0.06%0.09%Q2 2020Q3 202314
MACKENZIE FINANCIAL CORP 14140.00%0.01%0.05%Q2 2020Q3 202314
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 14140.06%0.09%0.10%Q2 2020Q3 202314
Jackson, Grant Investment Advisers, Inc. 14140.02%0.03%0.05%Q2 2020Q3 202314
First Horizon Advisors, Inc. 14140.00%0.01%0.01%Q2 2020Q3 202314
Westhampton Capital, LLC 14140.38%0.48%0.58%Q2 2020Q3 202314
West Oak Capital, LLC 14140.05%0.11%0.14%Q2 2020Q3 202314
Zurcher Kantonalbank (Zurich Cantonalbank) 14140.05%0.14%0.41%Q2 2020Q3 202314
McIlrath & Eck, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
RESOURCES MANAGEMENT CORP /CT/ /ADV 14140.01%0.10%0.14%Q2 2020Q3 202314
MML INVESTORS SERVICES, LLC 14140.02%0.04%0.06%Q2 2020Q3 202314
RHUMBLINE ADVISERS 14140.06%0.09%0.10%Q2 2020Q3 202314
Court Place Advisors, LLC 14140.09%0.13%0.15%Q2 2020Q3 202314
Financial Advocates Investment Management 14140.07%0.10%0.12%Q2 2020Q3 202314
CIBC WORLD MARKETS CORP 14140.01%0.05%0.30%Q2 2020Q3 202314
Man Group plc 14140.00%0.08%0.34%Q2 2020Q3 202314
DODGE & COX 14140.46%0.65%0.99%Q2 2020Q3 202314
MACQUARIE GROUP LTD 14140.00%0.01%0.02%Q2 2020Q3 202314
Bogart Wealth, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Avior Wealth Management, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Endurance Wealth Management, Inc. 13130.00%0.00%0.00%Q2 2020Q2 202313
Snowden Capital Advisors LLC 850.02%0.07%0.17%Q2 2020Q3 202313
Empirical Finance, LLC 13130.04%0.08%0.12%Q3 2020Q3 202313
J.P. Morgan Private Wealth Advisors LLC 1210.08%0.12%0.17%Q2 2020Q3 202313
Capital International, Inc./CA/ 13130.60%0.79%1.01%Q3 2020Q3 202313
Acropolis Investment Management, LLC 13130.02%0.02%0.03%Q3 2020Q3 202313
CX Institutional 940.01%0.02%0.03%Q2 2020Q3 202313
Paloma Partners Management Co 820.00%0.03%0.07%Q3 2020Q1 202313
Bank Julius Baer & Co. Ltd, Zurich 13130.00%0.59%1.03%Q3 2020Q3 202313
BRADLEY FOSTER & SARGENT INC/CT 13130.08%0.16%0.34%Q3 2020Q3 202313
Sky Investment Group LLC 13130.08%0.10%0.14%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
HOWLAND CAPITAL MANAGEMENT LLC 13130.01%0.02%0.02%Q2 2020Q2 202313
Sequoia Financial Advisors, LLC 850.01%0.02%0.04%Q2 2020Q3 202313
BDO Wealth Advisors, LLC 13130.02%0.03%0.04%Q2 2020Q2 202313
St. Louis Trust Co 13130.05%0.07%0.09%Q3 2020Q3 202313
Mn Services Vermogensbeheer B.V. 1030.13%0.18%0.22%Q2 2020Q3 202313
Aptus Capital Advisors, LLC 13130.01%0.04%0.12%Q3 2020Q3 202313
Fruth Investment Management 13130.09%0.10%0.12%Q3 2020Q3 202313
FARMERS TRUST CO 13130.07%0.08%0.10%Q3 2020Q3 202313
Morningstar Investment Services LLC 13130.01%0.02%0.06%Q2 2020Q2 202313
Pacific Center for Financial Services 1030.00%0.00%0.00%Q2 2020Q3 202313
Harel Insurance Investments & Financial Services Ltd. 1120.00%0.01%0.04%Q2 2020Q3 202313
SENTRY INVESTMENT MANAGEMENT LLC 13130.08%0.10%0.13%Q3 2020Q3 202313
Traverso Chambers Private Wealth Management, LLC 13130.08%0.10%0.12%Q3 2020Q3 202313
CENTAURUS FINANCIAL, INC. 13130.01%0.04%0.21%Q3 2020Q3 202313
TimeScale Financial, Inc. 13130.00%0.00%0.00%Q2 2020Q2 202313
Kestra Advisory Services, LLC 13130.02%0.04%0.06%Q3 2020Q3 202313
Global Retirement Partners, LLC 760.01%0.01%0.01%Q2 2020Q3 202313
FORVIS Wealth Advisors, LLC 940.01%0.02%0.03%Q2 2020Q3 202313
Monterey Private Wealth, Inc. 13130.18%0.22%0.26%Q3 2020Q3 202313
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 850.02%0.03%0.04%Q2 2020Q3 202313
ARGENT CAPITAL MANAGEMENT LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
SECURITY NATIONAL BANK OF SO DAK 1120.39%0.49%0.62%Q2 2020Q3 202313
ATLAS CAPITAL ADVISORS LLC 1210.02%0.03%0.05%Q2 2020Q3 202313
Vestmark Advisory Solutions, Inc. 13130.02%0.04%0.08%Q2 2020Q2 202313
Vident Investment Advisory, LLC 13130.01%0.03%0.05%Q2 2020Q2 202313
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 13130.06%4.24%53.62%Q3 2020Q3 202313
Lombard Odier Asset Management (Switzerland) SA 1120.02%0.25%0.59%Q2 2020Q3 202313
Ethic Inc. 13130.08%0.15%0.19%Q3 2020Q3 202313
KG&L Capital Management,LLC 13130.13%0.17%0.23%Q3 2020Q3 202313
Sargent Investment Group, LLC 13130.56%0.75%1.27%Q3 2020Q3 202313
MERIDIAN INVESTMENT COUNSEL INC. 13130.10%0.12%0.15%Q3 2020Q3 202313
DUMONT & BLAKE INVESTMENT ADVISORS LLC 13130.08%0.09%0.11%Q3 2020Q3 202313
River Wealth Advisors LLC 13130.08%0.11%0.14%Q3 2020Q3 202313
COMERICA BANK 1120.00%0.07%0.11%Q2 2020Q3 202313
9258 Wealth Management, LLC 13130.05%0.07%0.09%Q3 2020Q3 202313
BANK OF MONTREAL /CAN/ 1120.01%0.02%0.04%Q2 2020Q3 202313
AlphaMark Advisors, LLC 13130.00%0.01%0.01%Q2 2020Q2 202313
EVERENCE CAPITAL MANAGEMENT INC 13130.06%0.08%0.13%Q3 2020Q3 202313
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 1120.33%0.41%0.53%Q2 2020Q3 202313
ARTHUR M. COHEN & ASSOCIATES, LLC 13130.16%0.20%0.27%Q3 2020Q3 202313
HANCOCK WHITNEY CORP 13130.01%0.01%0.01%Q3 2020Q3 202313
Capital International Sarl 13130.08%0.79%1.46%Q3 2020Q3 202313
Illinois Municipal Retirement Fund 13130.02%0.08%0.22%Q3 2020Q3 202313
Caprock Group, LLC 13130.05%0.06%0.09%Q3 2020Q3 202313
GREAT VALLEY ADVISOR GROUP, INC. 13130.02%0.03%0.03%Q3 2020Q3 202313
Kistler-Tiffany Companies, LLC 13130.06%0.09%0.12%Q2 2020Q2 202313
SAWGRASS ASSET MANAGEMENT LLC 760.03%0.12%0.15%Q2 2020Q3 202313
BerganKDV Wealth Management, LLC 13130.00%0.00%0.01%Q2 2020Q2 202313
Clean Yield Group 1030.02%0.04%0.06%Q2 2020Q3 202313
SHAKESPEARE WEALTH MANAGEMENT, INC. 13130.12%0.14%0.18%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.01%0.02%0.04%Q3 2020Q3 202313
EXENCIAL WEALTH ADVISORS, LLC 850.02%0.02%0.03%Q2 2020Q3 202313
Busey Bank 13130.02%0.04%0.05%Q3 2020Q3 202313
Gotham Asset Management, LLC 760.01%0.09%0.22%Q2 2020Q3 202313
Veritable, L.P. 13130.02%0.03%0.04%Q2 2020Q2 202313
TSFG, LLC 1120.00%0.00%0.01%Q2 2020Q3 202313
Renaissance Technologies 13130.00%0.15%0.29%Q2 2020Q2 202313
WESBANCO BANK INC 1120.09%0.11%0.13%Q2 2020Q3 202313
First Command Bank 13130.01%0.03%0.05%Q2 2020Q2 202313
Virtue Capital Management, LLC 850.04%0.06%0.08%Q2 2020Q3 202313
Douglass Winthrop Advisors, LLC 13130.01%0.01%0.08%Q3 2020Q3 202313
BOKF, NA 940.01%0.02%0.03%Q2 2020Q3 202313
Brendel Financial Advisors LLC 13130.35%0.69%1.19%Q3 2020Q3 202313
TIAA, FSB 13130.01%0.01%0.01%Q2 2020Q2 202313
WOODMONT INVESTMENT COUNSEL LLC 13130.03%0.04%0.04%Q3 2020Q3 202313
HARTFORD INVESTMENT MANAGEMENT CO 13130.08%0.10%0.13%Q3 2020Q3 202313
SRS Capital Advisors, Inc. 1030.00%0.04%0.06%Q2 2020Q3 202313
Berkshire Bank 13130.09%0.10%0.13%Q3 2020Q3 202313
Laffer Tengler Investments, Inc. 940.01%0.16%1.38%Q2 2020Q3 202313
MCMILLION CAPITAL MANAGEMENT INC 13130.28%1.07%1.56%Q2 2020Q2 202313
Northwest Bancshares, Inc. 850.05%0.06%0.07%Q2 2020Q3 202313
Disciplined Investments, LLC 13130.00%0.01%0.02%Q2 2020Q2 202313
First National Bank of South Miami 13130.02%0.02%0.03%Q2 2020Q2 202313
TFC Financial Management, Inc. 13130.02%0.05%0.07%Q3 2020Q3 202313
JANICZEK WEALTH MANAGEMENT, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
Crewe Advisors LLC 13130.01%0.02%0.03%Q2 2020Q2 202313
First Command Financial Services, Inc. 13130.01%0.03%0.05%Q2 2020Q2 202313
First Bank & Trust 940.03%0.07%0.11%Q2 2020Q3 202313
Daiwa Securities Group Inc. 13130.01%0.02%0.03%Q3 2020Q3 202313
CAPITAL INTERNATIONAL LTD /CA/ 13130.11%1.09%1.64%Q3 2020Q3 202313
Handelsbanken Fonder AB 13130.05%0.09%0.28%Q3 2020Q3 202313
WINDWARD CAPITAL MANAGEMENT CO /CA 1210.41%0.62%0.86%Q2 2020Q3 202313
Andra AP-fonden 760.11%0.21%0.53%Q2 2020Q3 202313
Checchi Capital Advisers, LLC 13130.02%0.03%0.04%Q3 2020Q3 202313
INVESTMENT ADVISORY SERVICES INC /TX /ADV 1030.23%0.30%0.40%Q2 2020Q3 202313
Financial Advisory Group 13130.07%0.09%0.10%Q3 2020Q3 202313
Supplemental Annuity Collective Trust of NJ 13130.11%0.14%0.18%Q3 2020Q3 202313
Freestone Capital Holdings, LLC 13130.01%0.02%0.03%Q3 2020Q3 202313
HALL LAURIE J TRUSTEE 13130.62%1.37%2.37%Q3 2020Q3 202313
LOWE BROCKENBROUGH & CO INC 1210.02%0.04%0.21%Q2 2020Q3 202313
HBK Sorce Advisory LLC 13130.02%0.02%0.02%Q3 2020Q3 202313
MCF Advisors LLC 760.00%0.00%0.00%Q2 2020Q3 202313
ROBERTS GLORE & CO INC /IL/ 13130.25%0.30%0.34%Q3 2020Q3 202313
Columbia Asset Management 760.11%0.16%0.23%Q2 2020Q3 202313
Covenant Asset Management, LLC 12120.06%0.08%0.09%Q4 2020Q3 202312
SHELTON CAPITAL MANAGEMENT 840.01%0.02%0.04%Q2 2020Q3 202312
Point72 Asset Management, L.P. 630.00%0.05%0.13%Q1 2020Q1 202312
Lombard Odier Asset Management (Europe) Ltd 1020.01%0.96%1.66%Q3 2020Q3 202312
Achmea Investment Management B.V. 1110.02%0.10%0.17%Q2 2020Q3 202312
NATIXIS 750.00%0.03%0.06%Q2 2020Q3 202312
Capital World Investors 12120.10%0.56%0.88%Q4 2020Q3 202312
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 12120.67%0.82%1.01%Q4 2020Q3 202312
BOOTHBAY FUND MANAGEMENT, LLC 810.00%0.02%0.03%Q2 2020Q3 202312
Regal Wealth Group, Inc. 840.14%0.17%0.22%Q2 2020Q3 202312
SUN LIFE FINANCIAL INC 12120.01%0.01%0.02%Q2 2020Q1 202312
TD Capital Management LLC 750.00%0.00%0.00%Q2 2020Q3 202312
FOUNDERS CAPITAL MANAGEMENT, LLC 840.05%0.19%0.69%Q2 2020Q3 202312
Clearstead Trust, LLC 930.00%0.06%0.09%Q2 2020Q3 202312
Key FInancial Inc 12120.02%0.03%0.04%Q4 2020Q3 202312
Independence Bank of Kentucky 1110.00%0.00%0.01%Q2 2020Q3 202312
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 750.00%0.01%0.06%Q2 2020Q2 202312
Arete Wealth Advisors, LLC 12120.02%0.03%0.05%Q2 2020Q1 202312
LCM Capital Management Inc 12120.22%0.25%0.28%Q4 2020Q3 202312
Maryland State Retirement & Pension System 12120.07%0.10%0.20%Q4 2020Q3 202312
GREENLEAF TRUST 12120.00%0.01%0.04%Q4 2020Q3 202312
MITCHELL & PAHL PRIVATE WEALTH, LLC 12120.17%0.24%0.34%Q4 2020Q3 202312
1832 Asset Management L.P. 720.00%0.02%0.11%Q2 2020Q3 202312
MEEDER ASSET MANAGEMENT INC 1110.00%0.03%0.08%Q1 2020Q3 202312
Boston Common Asset Management, LLC 12120.72%1.50%2.17%Q4 2020Q3 202312
TCI Wealth Advisors, Inc. 12120.01%0.01%0.03%Q2 2020Q1 202312
Horan Securities, Inc. 750.04%0.05%0.07%Q2 2020Q2 202312
Cambridge Advisors Inc. 12120.06%0.07%0.08%Q4 2020Q3 202312
Parsec Financial Management, Inc. 12120.03%0.04%0.16%Q2 2020Q1 202312
CVA Family Office, LLC 1020.00%0.01%0.02%Q2 2020Q2 202312
Kovack Advisors, Inc. 12120.03%0.04%0.05%Q4 2020Q3 202312
STRS OHIO 930.00%0.02%0.07%Q2 2020Q3 202312
New England Research & Management, Inc. 12120.54%0.80%1.22%Q4 2020Q3 202312
Soltis Investment Advisors LLC 12120.03%0.05%0.08%Q4 2020Q3 202312
Fortis Advisors, LLC 1110.03%0.06%0.08%Q2 2020Q3 202312
LAZARD ASSET MANAGEMENT LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
SCHNIEDERS CAPITAL MANAGEMENT LLC 12120.07%0.15%0.27%Q4 2020Q3 202312
Valley Brook Capital Group, Inc. 12120.54%0.68%0.81%Q4 2020Q3 202312
BECKER CAPITAL MANAGEMENT INC 610.01%0.35%0.96%Q2 2020Q3 202312
PATHSTONE FAMILY OFFICE, LLC 930.00%0.02%0.06%Q2 2020Q3 202312
ICW Investment Advisors LLC 12120.21%0.30%0.43%Q4 2020Q3 202312
FORBES J M & CO LLP 12120.03%0.04%0.05%Q4 2020Q3 202312
AMERICAN CENTURY COMPANIES INC 12120.00%0.00%0.03%Q4 2020Q3 202312
Lazard Freres Gestion S.A.S. 12120.03%0.04%0.05%Q4 2020Q3 202312
Vontobel Holding Ltd. 12120.01%0.08%0.51%Q4 2020Q3 202312
EAGLE ASSET MANAGEMENT INC 1110.00%0.00%0.00%Q3 2020Q3 202312
Meridian Wealth Management, LLC 12120.02%0.03%0.05%Q4 2020Q3 202312
Journey Advisory Group, LLC 12120.05%0.14%0.22%Q4 2020Q3 202312
MITCHELL MCLEOD PUGH & WILLIAMS INC 12120.09%0.10%0.12%Q4 2020Q3 202312
Socorro Asset Management LP 12121.91%3.14%4.45%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.00%0.01%0.01%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Clear Harbor Asset Management, LLC 840.01%0.03%0.04%Q3 2020Q3 202312
Clarius Group, LLC 12120.02%0.03%0.04%Q4 2020Q3 202312
Providence Capital Advisors, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
SCOUT INVESTMENTS, INC. 12120.16%0.58%1.01%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.00%0.00%0.03%Q4 2020Q3 202312
Ellevest, Inc. 12120.01%0.02%0.04%Q2 2020Q1 202312
Horizon Investments, LLC 12120.01%0.04%0.28%Q4 2020Q3 202312
First Trust Direct Indexing L.P. 12120.04%0.06%0.10%Q4 2020Q3 202312
BERKSHIRE ASSET MANAGEMENT LLC/PA 930.02%0.03%0.04%Q3 2020Q3 202312
Wellington Shields Capital Management, LLC 12120.02%0.04%0.05%Q4 2020Q3 202312
BLUE SQUARE ASSET MANAGEMENT, LLC 930.11%0.89%1.43%Q2 2020Q3 202312
SITTNER & NELSON, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Verition Fund Management LLC 830.00%0.03%0.14%Q4 2020Q3 202312
ROTHSCHILD INVESTMENT LLC /IL 12120.02%0.02%0.04%Q4 2020Q3 202312
INVESTMENT MANAGEMENT OF VIRGINIA LLC 12120.13%0.19%0.22%Q2 2020Q1 202312
Integrated Wealth Concepts LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
Venture Visionary Partners LLC 12120.03%0.04%0.05%Q4 2020Q3 202312
BUCKINGHAM STRATEGIC WEALTH, LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.11%0.15%0.21%Q4 2020Q3 202312
Grantham, Mayo, Van Otterloo & Co. LLC 12120.08%0.18%0.25%Q4 2020Q3 202312
MCDONALD PARTNERS LLC 12120.01%0.09%0.13%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Curated Wealth Partners LLC 12120.14%0.26%0.51%Q4 2020Q3 202312
AVITY INVESTMENT MANAGEMENT INC. 12120.02%0.03%0.03%Q4 2020Q3 202312
Belpointe Asset Management LLC 12120.01%0.03%0.09%Q2 2020Q1 202312
LOGAN CAPITAL MANAGEMENT INC 12120.01%0.01%0.02%Q4 2020Q3 202312
Elo Mutual Pension Insurance Co 12120.07%0.09%0.12%Q4 2020Q3 202312
Stonebridge Capital Advisors LLC 1110.01%0.01%0.01%Q2 2020Q3 202312
NORTHEAST INVESTMENT MANAGEMENT 840.01%0.02%0.03%Q2 2020Q3 202312
Vanguard Personalized Indexing Management, LLC 12120.06%0.09%0.12%Q4 2020Q3 202312
Heritage Trust Co 12120.04%0.05%0.06%Q4 2020Q3 202312
Cascade Investment Advisors, Inc. 930.01%0.12%0.72%Q2 2020Q3 202312
Bard Financial Services, Inc. 12120.03%0.04%0.06%Q4 2020Q3 202312
Resonant Capital Advisors, LLC 12120.04%0.05%0.06%Q4 2020Q3 202312
KESTRA PRIVATE WEALTH SERVICES, LLC 12120.02%0.03%0.04%Q4 2020Q3 202312
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 12120.10%0.26%0.33%Q4 2020Q3 202312
TOKIO MARINE ASSET MANAGEMENT CO LTD 12120.02%0.04%0.07%Q4 2020Q3 202312
WADE G W & INC 12120.01%0.02%0.02%Q4 2020Q3 202312
Cunning Capital Partners, LP 11110.87%1.25%3.49%Q1 2021Q3 202311
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 11110.02%0.02%0.02%Q1 2021Q3 202311
Concord Wealth Partners 740.01%0.02%0.08%Q4 2020Q3 202311
Sageworth Trust Co 11110.00%0.01%0.04%Q3 2020Q1 202311
Rathbones Group PLC 740.00%0.00%0.01%Q3 2020Q3 202311
M Holdings Securities, Inc. 650.13%0.21%0.33%Q2 2020Q2 202311
CHOREO, LLC 610.01%0.02%0.05%Q2 2020Q3 202311
Investors Research Corp 650.00%0.00%0.00%Q2 2020Q2 202311
CANANDAIGUA NATIONAL CORP 11110.27%0.35%0.45%Q2 2020Q4 202211
Sargent Bickham Lagudis LLC 11110.00%0.00%0.01%Q2 2020Q4 202211
Gilman Hill Asset Management, LLC 11110.46%0.59%0.84%Q1 2021Q3 202311
GAM Holding AG 11110.15%0.19%0.26%Q1 2021Q3 202311
CoreFirst Bank & Trust 740.00%0.01%0.01%Q4 2020Q3 202311
ADAGE CAPITAL PARTNERS GP, L.L.C. 11110.03%0.15%0.30%Q2 2020Q4 202211
Systematic Alpha Investments, LLC 11110.05%0.06%0.07%Q1 2021Q3 202311
Piscataqua Savings Bank 11110.26%0.32%0.40%Q1 2021Q3 202311
BANK OF THE WEST 11110.03%0.05%0.06%Q2 2020Q4 202211
TRUSTCORE FINANCIAL SERVICES, LLC 11110.01%0.02%0.02%Q2 2020Q4 202211
AUA CAPITAL MANAGEMENT, LLC 11110.04%0.05%0.07%Q2 2020Q4 202211
MARSHALL WACE, LLP 650.01%0.04%0.11%Q2 2020Q1 202311
Calamos Wealth Management LLC 11110.02%0.21%0.58%Q1 2021Q3 202311
Siemens Fonds Invest GmbH 920.03%0.05%0.12%Q4 2020Q3 202311
DUPONT CAPITAL MANAGEMENT CORP 11110.00%0.01%0.02%Q2 2020Q4 202211
MPS Loria Financial Planners, LLC 830.05%0.08%0.11%Q2 2020Q3 202311
Werlinich Asset Management, LLC 11110.43%0.50%0.60%Q1 2021Q3 202311
Aspire Private Capital, LLC 11110.02%0.02%0.02%Q1 2021Q3 202311
Freedom Investment Management, Inc. 11110.15%0.24%0.32%Q1 2021Q3 202311
Bradley & Co. Private Wealth Management, LLC 11110.02%0.02%0.03%Q1 2021Q3 202311
NORGES BANK 11110.06%0.07%0.09%Q2 2020Q4 202211
Truvestments Capital LLC 650.00%0.01%0.03%Q4 2020Q3 202311
Spire Wealth Management 11110.01%0.02%0.02%Q1 2021Q3 202311
Addison Advisors LLC 1010.03%0.05%0.05%Q4 2020Q3 202311
TIEDEMANN ADVISORS, LLC 920.01%0.01%0.02%Q3 2020Q3 202311
PHILADELPHIA TRUST CO 11110.03%0.84%1.71%Q1 2021Q3 202311
Founders Financial Alliance, LLC 740.10%0.12%0.14%Q3 2020Q3 202311
AMERICAN NATIONAL BANK 11110.00%0.00%0.01%Q1 2021Q3 202311
Rafferty Asset Management, LLC 650.00%0.01%0.02%Q4 2020Q3 202311
GREAT LAKES ADVISORS, LLC 11110.00%0.10%0.42%Q1 2021Q3 202311
Cullen Capital Management, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
LEVEL FOUR ADVISORY SERVICES, LLC 830.02%0.03%0.05%Q2 2020Q3 202311
ING GROEP NV 11110.00%0.04%0.06%Q3 2020Q1 202311
Orion Portfolio Solutions, LLC 1010.01%0.01%0.04%Q2 2020Q3 202311
GOFEN & GLOSSBERG LLC /IL/ 11110.03%0.04%0.05%Q2 2020Q4 202211
FIRST FOUNDATION ADVISORS 11110.01%0.01%0.02%Q1 2021Q3 202311
Heritage Wealth Advisors 11110.00%0.00%0.00%Q1 2021Q3 202311
Close Asset Management Ltd 11110.16%0.22%0.28%Q1 2021Q3 202311
CAPITAL MANAGEMENT CORP /VA 11110.95%1.45%2.00%Q1 2021Q3 202311
BOENNING & SCATTERGOOD, INC. 11110.06%0.09%0.13%Q2 2020Q4 202211
EXCHANGE TRADED CONCEPTS, LLC 11110.00%0.01%0.02%Q2 2021Q4 202311
SEEYOND 11110.01%0.06%0.25%Q2 2020Q4 202211
Keeley-Teton Advisors, LLC 11110.05%0.06%0.07%Q3 2020Q1 202311
Burleson & Company, LLC 11110.05%0.06%0.08%Q2 2020Q4 202211
Leverage Partners Absolute Return Fund SPC 11110.80%1.85%4.82%Q4 2020Q2 202311
CAUSEWAY CAPITAL MANAGEMENT LLC 11110.71%1.41%1.91%Q4 2020Q2 202311
Jefferies Group LLC 410.00%0.03%0.12%Q2 2020Q3 202211
Simplicity Solutions, LLC 1010.00%0.04%0.07%Q4 2020Q3 202311
EagleClaw Capital Managment, LLC 11110.09%0.17%0.22%Q2 2020Q4 202211
MONETA GROUP INVESTMENT ADVISORS LLC 11110.01%0.02%0.03%Q1 2021Q3 202311
YorkBridge Wealth Partners, LLC 11110.08%0.10%0.12%Q2 2020Q4 202211
Core Alternative Capital 830.00%0.01%0.01%Q2 2020Q3 202311
Prospera Financial Services Inc 920.02%0.03%0.08%Q3 2020Q3 202311
Veritas Investment Partners (UK) Ltd. 11110.00%0.00%0.00%Q1 2021Q3 202311
Cribstone Capital Management, LLC 11110.00%0.00%0.01%Q2 2020Q4 202211
LEAVELL INVESTMENT MANAGEMENT, INC. 740.02%0.02%0.02%Q3 2020Q3 202311
AIA Group Ltd 920.01%0.08%0.23%Q4 2020Q3 202311
Atlantic Union Bankshares Corp 920.02%0.06%0.08%Q2 2020Q3 202311
Global Wealth Management Investment Advisory, Inc. 920.00%0.01%0.02%Q2 2020Q3 202311
Norway Savings Bank 11110.01%0.01%0.01%Q2 2020Q4 202211
LVW Advisors, LLC 650.04%0.05%0.06%Q4 2020Q3 202311
Twin Tree Management, LP 510.00%0.01%0.02%Q2 2021Q1 202311
Waratah Capital Advisors Ltd. 11110.03%0.29%0.56%Q1 2021Q3 202311
Compagnie Lombard Odier SCmA 730.00%0.01%0.02%Q2 2020Q3 202310
DOWLING & YAHNKE LLC 10100.04%0.06%0.08%Q2 2020Q3 202210
Schonfeld Strategic Advisors LLC 510.00%0.09%0.24%Q2 2020Q3 202310
NFJ INVESTMENT GROUP, LLC 10100.22%0.27%0.32%Q1 2021Q2 202310
Hudock, Inc. 10100.02%0.03%0.04%Q2 2020Q3 202210
Employees Retirement System of Texas 10100.05%0.13%0.22%Q2 2020Q3 202210
Aureus Asset Management, LLC 10100.06%0.10%0.14%Q2 2021Q3 202310
Atria Investments, Inc 10100.03%0.04%0.06%Q2 2021Q3 202310
Syverson Strege & Co 10100.00%0.00%0.01%Q4 2020Q1 202310
JTC Employer Solutions Trustee Ltd 10100.01%0.01%0.02%Q2 2021Q3 202310
BENNICAS & ASSOCIATES, INC. 10100.15%0.19%0.23%Q3 2020Q4 202210
Walleye Capital LLC 220.01%0.03%0.15%Q3 2020Q3 202310
American Portfolios Advisors 10100.02%0.03%0.08%Q2 2020Q3 202210
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 420.00%0.02%0.04%Q2 2020Q3 202310
Covington Capital Management 10100.01%0.02%0.02%Q2 2020Q3 202210
BENJAMIN EDWARDS INC 10100.25%0.39%0.78%Q2 2021Q3 202310
Verdence Capital Advisors LLC 10100.04%0.06%0.07%Q2 2021Q3 202310
McClarren Financial Advisors, Inc. 550.01%0.01%0.01%Q1 2021Q3 202310
Aldebaran Financial Inc. 10100.22%0.39%0.51%Q3 2020Q4 202210
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.02%Q1 2021Q3 202310
Deseret Mutual Benefit Administrators 10100.03%0.07%0.11%Q2 2021Q3 202310
Moisand Fitzgerald Tamayo, LLC 610.00%0.01%0.02%Q2 2020Q3 202310
MUFG Americas Holdings Corp 10100.03%0.03%0.04%Q2 2020Q3 202210
Johnson Financial Group, Inc. 10100.00%0.01%0.01%Q4 2020Q1 202310
ROCKLAND TRUST CO 10100.01%0.02%0.03%Q2 2021Q3 202310
Amundi 10100.06%0.10%0.17%Q2 2021Q3 202310
LAKE STREET ADVISORS GROUP, LLC 10100.02%0.06%0.09%Q2 2021Q3 202310
WINTRUST INVESTMENTS LLC 610.02%0.03%0.06%Q4 2020Q3 202310
Accel Wealth Management 10100.03%0.06%0.09%Q4 2020Q1 202310
Waldron Private Wealth LLC 10100.01%0.02%0.02%Q2 2021Q3 202310
Cornerstone Wealth Management, LLC 730.03%0.04%0.04%Q1 2021Q3 202310
WINTON GROUP Ltd 10100.03%0.10%0.21%Q2 2020Q3 202210
BTR CAPITAL MANAGEMENT INC 10100.04%0.07%0.09%Q2 2020Q3 202210
Harvest Fund Management Co., Ltd 640.00%0.02%0.06%Q3 2020Q3 202310
Mascoma Wealth Management LLC 910.02%0.04%0.06%Q1 2021Q3 202310
MBM Wealth Consultants, LLC 10100.00%0.00%0.00%Q4 2020Q1 202310
REGENTATLANTIC CAPITAL LLC 10100.03%0.04%0.05%Q2 2020Q3 202210
TOWNSQUARE CAPITAL LLC 10100.01%0.02%0.02%Q2 2021Q3 202310
ROOSEVELT INVESTMENT GROUP LLC 10100.74%1.20%1.45%Q2 2020Q3 202210
Ellis Investment Partners, LLC 10100.01%0.13%0.32%Q2 2020Q3 202210
Assenagon Asset Management S.A. 10100.00%0.00%0.01%Q2 2021Q3 202310
STOCK YARDS BANK & TRUST CO 10100.01%0.02%0.02%Q2 2021Q3 202310
DELTA FINANCIAL ADVISORS LLC 10100.52%0.63%0.76%Q2 2021Q3 202310
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 10100.02%0.02%0.02%Q3 2020Q4 202210
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 730.01%0.08%0.19%Q2 2020Q1 202310
Thomas J. Herzfeld Advisors, Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
Arkadios Wealth Advisors 730.01%0.07%0.21%Q2 2020Q3 202310
PITTENGER & ANDERSON INC 910.00%0.01%0.02%Q4 2020Q3 202310
Antonetti Capital Management LLC 910.03%0.04%0.06%Q2 2010Q3 202310
EATON VANCE MANAGEMENT 10100.04%0.05%0.07%Q2 2020Q3 202210
PARK AVENUE SECURITIES LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
Engineers Gate Manager LP 610.01%0.13%0.43%Q2 2020Q3 202310
Lumature Wealth Partners, LLC 10100.01%0.01%0.02%Q1 2021Q2 202310
VOLORIDGE INVESTMENT MANAGEMENT, LLC 10100.03%0.18%0.44%Q4 2020Q1 202310
CHURCHILL MANAGEMENT Corp 10100.12%0.13%0.15%Q2 2021Q3 202310
Brown Advisory Securities, LLC 10100.12%0.27%0.52%Q1 2020Q2 202210
Claro Advisors LLC 640.07%0.10%0.12%Q4 2020Q3 202310
CFO4Life Group, LLC 10100.05%0.09%0.12%Q2 2021Q3 202310
Twin Lakes Capital Management, LLC 550.01%0.01%0.01%Q1 2021Q3 202310
DAVIDSON TRUST CO 730.19%0.20%0.23%Q3 2020Q3 202310
ACADIAN ASSET MANAGEMENT LLC 640.00%0.01%0.06%Q2 2020Q1 202310
Van Hulzen Asset Management, LLC 820.07%0.10%0.14%Q4 2020Q3 202310
NorthRock Partners, LLC 640.02%0.03%0.04%Q3 2020Q3 202310
TrinityPoint Wealth, LLC 10100.09%0.13%0.16%Q2 2021Q3 202310
Tidal Investments LLC 730.02%0.10%0.18%Q1 2021Q3 202310
West Branch Capital LLC 10100.01%0.02%0.02%Q2 2021Q3 202310
Ten Capital Wealth Advisors, LLC 10100.00%0.00%0.01%Q4 2020Q1 202310
Souders Financial Advisors 10100.65%0.81%0.95%Q2 2021Q3 202310
Corient Capital Partners, LLC 10100.03%0.06%0.07%Q2 2020Q3 202210
EVERMAY WEALTH MANAGEMENT LLC 10100.02%0.02%0.03%Q2 2021Q3 202310
Raub Brock Capital Management LP 10103.19%3.98%4.84%Q2 2021Q3 202310
Financial Gravity Asset Management, Inc. 10100.00%0.09%0.32%Q2 2021Q3 202310
Selective Wealth Management, Inc. 10100.00%0.01%0.03%Q2 2020Q3 202210
Sunbelt Securities, Inc. 10100.06%0.06%0.07%Q2 2021Q3 202310
American Research & Management Co. 10100.01%0.02%0.02%Q2 2020Q3 202210
L & S Advisors Inc 810.06%0.36%0.63%Q2 2020Q3 202310
Regent Investment Management LLC 10100.08%0.09%0.10%Q3 2020Q4 202210
Redpoint Investment Management Pty Ltd 10100.05%0.08%0.11%Q2 2020Q3 202210
Advisors Asset Management, Inc. 10100.00%0.02%0.04%Q2 2020Q3 202210
Clear Perspectives Financial Planning, LLC 10100.03%0.05%0.06%Q4 2020Q1 202310
HOWE & RUSLING INC 10100.01%0.01%0.02%Q2 2020Q3 202210
WILEN INVESTMENT MANAGEMENT CORP. 10100.68%0.83%0.94%Q2 2020Q3 202210
IAG Wealth Partners, LLC 610.00%0.00%0.00%Q2 2020Q3 202310
COMERICA SECURITIES,INC. 10100.38%0.48%0.63%Q2 2021Q3 202310
CI INVESTMENTS INC. 990.00%0.00%0.00%Q3 2021Q3 20239
Mayflower Financial Advisors, LLC 810.03%0.06%0.09%Q2 2021Q3 20239
SOUTHPORT MANAGEMENT, L.L.C. 993.79%4.58%5.66%Q4 2020Q4 20229
JB Capital LLC 990.21%0.26%0.40%Q3 2021Q3 20239
CHICAGO TRUST Co NA 810.05%0.07%0.11%Q2 2021Q3 20239
NOMURA HOLDINGS INC 520.00%0.01%0.02%Q2 2020Q1 20229
VAN ECK ASSOCIATES CORP 540.00%0.01%0.02%Q2 2020Q3 20239
Edge Capital Group, LLC 720.02%0.21%0.64%Q2 2020Q2 20239
Cypress Capital Group 610.03%0.04%0.06%Q2 2020Q3 20239
Surevest, LLC 990.06%0.08%0.10%Q3 2020Q3 20229
COMPTON CAPITAL MANAGEMENT INC /RI 990.11%0.17%0.22%Q2 2020Q2 20229
DIXON HUBARD FEINOUR & BROWN INC/VA 990.03%0.07%0.10%Q2 2020Q2 20229
Interval Partners, LP 610.06%0.19%0.50%Q3 2020Q3 20239
MEITAV INVESTMENT HOUSE LTD 990.26%0.45%0.66%Q3 2021Q3 20239
Old North State Trust, LLC 630.03%0.05%0.07%Q3 2020Q1 20239
PGGM Investments 540.01%0.06%0.12%Q4 2020Q3 20239
HAP Trading, LLC 410.00%0.01%0.04%Q2 2020Q1 20229
Thomasville National Bank 410.02%0.03%0.03%Q4 2020Q3 20239
Huber Capital Management LLC 990.03%0.73%1.30%Q1 2021Q1 20239
Qube Research & Technologies Ltd 720.02%0.07%0.24%Q3 2020Q1 20239
Vectors Research Management, LLC 990.02%0.02%0.03%Q2 2020Q2 20229
Citizens Business Bank 990.06%0.14%0.20%Q2 2020Q2 20229
CREDIT AGRICOLE S A 610.00%0.09%0.19%Q3 2020Q3 20239
Wealthspire Advisors, LLC 520.01%0.01%0.01%Q4 2020Q3 20239
ExodusPoint Capital Management, LP 410.01%0.04%0.21%Q2 2020Q1 20239
Eagle Bay Advisors LLC 630.04%0.06%0.10%Q2 2021Q3 20239
CPWM, LLC 990.02%0.02%0.03%Q3 2020Q3 20229
TFG Advisers LLC 990.11%0.13%0.18%Q3 2021Q3 20239
Riverview Trust Co 720.02%0.05%0.09%Q2 2020Q3 20239
Capital Group Private Client Services, Inc. 990.49%0.65%0.98%Q3 2021Q3 20239
Eudaimonia Partners, LLC 610.04%0.08%0.15%Q2 2020Q3 20239
TWO SIGMA SECURITIES, LLC 410.00%0.01%0.02%Q4 2020Q3 20239
Sterling Investment Advisors, Ltd. 990.01%0.02%0.02%Q2 2020Q2 20229
1834 INVESTMENT ADVISORS CO 990.01%0.01%0.01%Q2 2020Q2 20229
SlateStone Wealth, LLC 990.05%0.07%0.09%Q4 2020Q4 20229
GAMBLE JONES INVESTMENT COUNSEL 810.01%0.02%0.04%Q2 2020Q3 20229
D'Orazio & Associates, Inc. 810.05%0.06%0.06%Q2 2020Q3 20239
Private Capital Group, LLC 990.05%0.10%0.14%Q2 2020Q2 20229
ADVISOR PARTNERS LLC 990.09%0.12%0.14%Q2 2020Q2 20229
Montis Financial, LLC 630.15%0.19%0.22%Q4 2020Q3 20239
ROPES WEALTH ADVISORS LLC 720.02%0.04%0.06%Q2 2020Q3 20239
Dynamic Advisor Solutions LLC 510.01%0.02%0.04%Q2 2020Q3 20239
Chicago Partners Investment Group LLC 720.02%0.02%0.02%Q2 2021Q3 20239
TRUE Private Wealth Advisors 990.08%0.11%0.13%Q2 2020Q2 20229
Charter Oak Capital Management, LLC 720.02%0.03%0.03%Q4 2020Q3 20239
State of Wyoming 990.03%0.06%0.14%Q2 2021Q2 20239
Members Trust Co 610.01%0.01%0.01%Q4 2020Q3 20239
Kore Private Wealth LLC 810.03%0.04%0.06%Q2 2020Q3 20229
Ascension Asset Management LLC 410.36%0.42%0.48%Q3 2020Q2 20239
HHM Wealth Advisors, LLC 990.00%0.01%0.02%Q2 2020Q2 20229
Atlas Private Wealth Management, LLC 420.00%0.09%0.14%Q2 2020Q3 20239
EXANE DERIVATIVES 990.00%0.08%0.31%Q2 2020Q2 20229
DUFF & PHELPS INVESTMENT MANAGEMENT CO 990.00%0.00%0.01%Q2 2020Q2 20229
FIRST CITIZENS BANK & TRUST CO 630.01%0.01%0.01%Q2 2021Q3 20239
InTrack Investment Management Inc 610.15%0.39%0.83%Q4 2020Q4 20239
SEVEN EIGHT CAPITAL, LP 410.07%0.38%0.80%Q2 2020Q2 20239
Aveo Capital Partners, LLC 540.03%0.04%0.05%Q1 2021Q3 20239
Frontier Wealth Management LLC 990.01%0.04%0.05%Q2 2020Q2 20229
AdvisorShares Investments LLC 990.16%0.44%0.93%Q3 2021Q3 20239
Signature Wealth Management Partners, LLC 630.18%0.21%0.22%Q4 2020Q3 20239
CENTRAL BANK & TRUST CO 990.00%0.00%0.00%Q2 2020Q2 20229
BREWIN DOLPHIN LTD 990.00%0.00%0.01%Q2 2020Q2 20229
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 990.36%0.52%0.97%Q3 2021Q3 20239
Rheos Capital Works Inc. 990.69%1.01%1.41%Q1 2021Q1 20239
Forum Financial Management, LP 880.01%0.01%0.02%Q4 2021Q3 20238
FIL Ltd 510.00%0.02%0.14%Q3 2020Q3 20238
Symphony Financial, Ltd. Co. 880.16%0.26%0.36%Q3 2021Q2 20238
Silicon Valley Capital Partners 440.00%0.04%0.05%Q2 2021Q3 20238
Fractal Investments LLC 880.18%0.24%0.39%Q4 2021Q3 20238
Metis Global Partners, LLC 880.07%0.09%0.11%Q4 2021Q3 20238
Western Wealth Management, LLC 880.03%0.03%0.04%Q4 2021Q3 20238
NorthCrest Asset Manangement, LLC 880.08%0.15%0.26%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.01%0.01%0.03%Q4 2021Q3 20238
Orion Capital Management LLC 710.02%0.02%0.03%Q3 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.06%0.07%0.09%Q4 2021Q3 20238
Boit C F David 530.02%0.02%0.02%Q3 2021Q3 20238
Wealthcare Advisory Partners LLC 440.01%0.01%0.02%Q1 2021Q3 20238
Sovereign Financial Group, Inc. 880.08%0.10%0.12%Q4 2021Q3 20238
Kerntke Otto McGlone Wealth Management Group 410.11%0.23%0.36%Q4 2020Q3 20238
Notis-McConarty Edward 880.07%0.09%0.12%Q2 2020Q1 20228
M&G INVESTMENT MANAGEMENT LTD 880.00%0.02%0.04%Q3 2020Q2 20228
Liberty Capital Management, Inc. 880.27%0.30%0.34%Q4 2021Q3 20238
Guardian Wealth Management, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Operose Advisors LLC 880.01%0.01%0.01%Q4 2021Q3 20238
PRUDENTIAL PLC 880.02%0.03%0.04%Q4 2021Q3 20238
Riverview Capital Advisers, LLC 880.45%1.38%2.52%Q4 2021Q3 20238
B. Metzler seel. Sohn & Co. AG 880.02%0.02%0.03%Q4 2021Q3 20238
People's United Financial, Inc. 880.03%0.05%0.07%Q2 2020Q1 20228
Bedel Financial Consulting, Inc. 880.00%0.01%0.01%Q2 2020Q1 20228
ADAMS DIVERSIFIED EQUITY FUND, INC. 530.47%0.88%1.09%Q4 2020Q3 20238
Congress Wealth Management LLC / DE / 880.01%0.01%0.01%Q4 2021Q3 20238
Perkins Coie Trust Co 610.00%0.04%0.11%Q2 2020Q3 20238
Covestor Ltd 880.02%0.05%0.13%Q4 2021Q3 20238
Realta Investment Advisors 880.04%0.09%0.11%Q2 2020Q1 20228
Tarbox Family Office, Inc. 880.00%0.00%0.00%Q2 2020Q1 20228
IBM Retirement Fund 880.06%0.09%0.10%Q2 2020Q1 20228
Varma Mutual Pension Insurance Co 620.13%0.19%0.32%Q4 2020Q4 20228
Barnett & Company, Inc. 420.01%0.15%0.48%Q2 2020Q3 20238
IFG Advisory, LLC 880.02%0.04%0.05%Q2 2020Q1 20228
Sierra Capital LLC 880.00%0.00%0.01%Q1 2021Q4 20228
TWINBEECH CAPITAL LP 310.03%0.31%1.04%Q3 2020Q3 20238
AHL INVESTMENT MANAGEMENT, INC. 880.57%0.79%0.95%Q4 2021Q3 20238
Wealthstreet Investment Advisors, LLC 880.01%0.04%0.06%Q2 2020Q1 20228
Stonebridge Financial Planning Group, LLC 880.00%0.00%0.00%Q1 2020Q4 20218
CRAWFORD INVESTMENT COUNSEL INC 710.00%0.01%0.01%Q2 2020Q3 20238
Private Ocean, LLC 880.00%0.00%0.00%Q2 2020Q1 20228
Barrett Asset Management, LLC 880.01%0.02%0.04%Q2 2020Q1 20228
Missouri Trust & Investment Co 880.02%0.03%0.05%Q4 2021Q3 20238
PALLADIUM PARTNERS LLC 880.06%0.07%0.07%Q2 2020Q1 20228
Paladin Advisory Group, LLC 880.07%0.09%0.11%Q4 2021Q3 20238
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 880.00%0.00%0.00%Q4 2021Q3 20238
City State Bank 880.06%0.07%0.09%Q4 2021Q3 20238
FourThought Financial, LLC 880.01%0.02%0.02%Q4 2020Q3 20228
EverSource Wealth Advisors, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
HighPoint Advisor Group LLC 710.05%0.08%0.14%Q1 2020Q2 20228
Graves Light Lenhart Wealth, Inc. 710.00%0.01%0.02%Q4 2020Q1 20238
NN Investment Partners Holdings N.V. 620.00%0.06%0.12%Q1 2020Q1 20228
Alyeska Investment Group, L.P. 880.00%0.46%1.01%Q4 2020Q3 20228
ATTICUS WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Altium Wealth Management LLC 880.02%0.02%0.03%Q3 2020Q2 20228
MACKAY SHIELDS LLC 880.02%0.06%0.09%Q2 2020Q1 20228
Tradewinds Capital Management, LLC 880.00%0.00%0.00%Q2 2020Q1 20228
NATIONAL BANK OF CANADA /FI/ 880.03%0.06%0.09%Q4 2021Q3 20238
MAIRS & POWER INC 710.00%0.00%0.00%Q3 2020Q3 20238
NICHOLS & PRATT ADVISERS LLP /MA 880.02%0.09%0.27%Q2 2020Q1 20228
United American Securities Inc. (d/b/a UAS Asset Management) 880.12%0.26%0.34%Q2 2020Q1 20228
HB Wealth Management, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Aevitas Wealth Management, Inc. 710.13%0.18%0.22%Q3 2020Q4 20228
Level Financial Advisors, Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.00%0.04%0.08%Q3 2021Q3 20238
Sandbar Asset Management LLP 880.35%1.50%4.12%Q1 2020Q4 20218
Citizens National Bank Trust Department 880.03%0.03%0.05%Q4 2021Q3 20238
NORWOOD FINANCIAL CORP 880.06%0.06%0.07%Q4 2021Q3 20238
Y-Intercept (Hong Kong) Ltd 420.05%0.23%0.49%Q1 2021Q3 20238
Railway Pension Investments Ltd 620.01%0.25%0.55%Q2 2020Q4 20228
Gemmer Asset Management LLC 880.01%0.01%0.01%Q2 2020Q1 20228
Roble, Belko & Company, Inc 880.00%0.00%0.00%Q2 2020Q1 20228
Radnor Capital Management, LLC 440.05%0.07%0.14%Q2 2021Q3 20238
Legend Financial Advisors, Inc. 530.02%0.27%0.73%Q3 2021Q3 20238
BAXTER BROS INC 710.03%0.04%0.06%Q2 2020Q3 20238
Ironwood Wealth Management, LLC. 880.04%0.06%0.07%Q4 2020Q3 20228
American National Registered Investment Advisor, Inc. 880.10%0.14%0.17%Q2 2020Q1 20228
KRAEMATON INVESTMENT ADVISORS, INC 881.00%1.17%1.43%Q4 2021Q3 20238
PRING TURNER CAPITAL GROUP INC 880.21%0.54%0.70%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.02%0.06%Q4 2021Q3 20238
NAPLES GLOBAL ADVISORS, LLC 530.02%0.03%0.04%Q1 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.09%0.10%0.19%Q3 2021Q2 20238
Quent Capital, LLC 880.02%0.03%0.11%Q4 2021Q3 20238
FIRST COMMUNITY TRUST NA 880.05%0.07%0.09%Q4 2021Q3 20238
Lenox Wealth Advisors, LLC 880.00%0.01%0.01%Q2 2020Q1 20228
Ulland Investment Advisors, LLC 880.07%0.10%0.13%Q4 2021Q3 20238
PFS Partners, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.02%0.03%0.04%Q4 2021Q3 20238
Lavaca Capital LLC 440.12%0.14%0.18%Q2 2021Q1 20228
BI Asset Management Fondsmaeglerselskab A/S 710.02%0.03%0.07%Q4 2020Q3 20238
Desjardins Global Asset Management Inc. 880.01%0.04%0.08%Q4 2021Q3 20238
PARAMETRIC PORTFOLIO ASSOCIATES LLC 880.04%0.07%0.10%Q2 2020Q1 20228
GPS Wealth Strategies Group, LLC 710.00%0.00%0.00%Q1 2021Q1 20238
Avestar Capital, LLC 880.03%0.08%0.12%Q4 2021Q3 20238
Weiss Multi-Strategy Advisers LLC 410.02%0.13%0.24%Q2 2020Q1 20238
Quantum Private Wealth, LLC 880.34%0.44%0.57%Q4 2021Q3 20238
Azimuth Capital Management LLC 880.02%0.02%0.02%Q2 2020Q1 20228
Rise Advisors, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Intelligent Financial Strategies 880.02%0.02%0.02%Q4 2021Q3 20238
Barden Capital Management, Inc. 881.06%1.34%1.72%Q4 2021Q3 20238
Strengthening Families & Communities, LLC 880.00%0.01%0.06%Q4 2021Q3 20238
Dynamic Technology Lab Private Ltd 620.05%0.13%0.29%Q4 2020Q1 20238
Morton Brown Family Wealth, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
ACIMA PRIVATE WEALTH, LLC 880.02%0.03%0.04%Q2 2020Q1 20228
CAMBRIDGE TRUST CO 880.02%0.03%0.03%Q4 2021Q3 20238
Alterity Financial Group, LLC 610.37%0.57%0.87%Q1 2021Q3 20238
Sawyer & Company, Inc 710.00%0.00%0.01%Q3 2021Q3 20238
AMERICAN NATIONAL INSURANCE CO 880.12%0.17%0.22%Q2 2020Q1 20228
Neo Ivy Capital Management 410.01%0.43%0.84%Q2 2020Q4 20228
Strategic Advisors LLC 530.04%0.05%0.06%Q1 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 880.03%0.03%0.04%Q4 2021Q3 20238
B. Riley Wealth Management, Inc. 880.00%0.03%0.05%Q3 2020Q2 20228
Connectus Wealth, LLC 880.01%0.04%0.07%Q4 2021Q3 20238
Apollon Wealth Management, LLC 510.00%0.02%0.03%Q2 2020Q3 20238
Wahed Invest LLC 880.19%0.23%0.31%Q4 2021Q3 20238
Truehand, Inc 770.01%0.02%0.03%Q2 2020Q4 20217
PUTNAM INVESTMENTS LLC 520.01%0.01%0.02%Q2 2020Q1 20237
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 610.01%0.03%0.04%Q3 2020Q3 20237
Rockbridge Investment Management, LCC 770.01%0.03%0.08%Q2 2020Q4 20217
Lincoln Capital LLC 770.88%1.11%1.68%Q1 2022Q3 20237
First Financial Bank - Trust Division 770.02%0.03%0.03%Q3 2020Q1 20227
WBH ADVISORY INC 770.03%0.04%0.05%Q3 2020Q1 20227
CLEAR STREET MARKETS LLC 770.00%0.01%0.02%Q4 2021Q2 20237
Tyler-Stone Wealth Management 520.00%0.00%0.00%Q4 2021Q3 20237
BRIDGEWAY CAPITAL MANAGEMENT, LLC 770.04%0.06%0.06%Q2 2020Q4 20217
DENALI ADVISORS LLC 610.01%0.10%0.19%Q2 2021Q3 20237
Winch Advisory Services, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
INVESTMENT HOUSE LLC 520.02%0.03%0.03%Q3 2020Q3 20237
BEACON INVESTMENT ADVISORY SERVICES, INC. 770.01%0.01%0.01%Q2 2020Q4 20217
MARCO INVESTMENT MANAGEMENT LLC 770.04%0.04%0.05%Q1 2022Q3 20237
SIMPLEX TRADING, LLC 770.00%0.00%0.00%Q2 2020Q4 20217
Transamerica Financial Advisors, Inc. 610.00%0.00%0.00%Q2 2020Q3 20237
SPINNAKER TRUST 770.02%0.02%0.02%Q3 2020Q1 20227
TRH Financial, LLC 770.13%1.43%2.18%Q4 2020Q2 20227
Bridgewater Associates 610.01%0.10%0.19%Q3 2020Q2 20227
COUNTRY CLUB BANK /GFN 770.03%0.03%0.04%Q1 2022Q3 20237
MRJ CAPITAL INC 770.18%0.23%0.34%Q2 2020Q4 20217
Empowered Funds, LLC 520.06%0.14%0.33%Q4 2020Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.04%0.05%0.06%Q4 2021Q2 20237
Beacon Capital Management, LLC 770.02%0.02%0.02%Q1 2022Q3 20237
TFO Wealth Partners, LLC 410.00%0.00%0.00%Q3 2020Q3 20237
Cinctive Capital Management LP 310.13%0.36%0.80%Q2 2020Q1 20237
Rodgers Brothers Inc. 430.04%0.05%0.06%Q1 2021Q3 20237
GUARDIAN WEALTH ADVISORS, LLC / NC 610.04%0.06%0.20%Q4 2021Q3 20237
PSI Advisors, LLC 520.00%0.00%0.00%Q4 2021Q3 20237
WMS Partners, LLC 770.04%0.05%0.06%Q2 2020Q4 20217
Mandatum Life Insurance Co Ltd 520.05%0.33%1.05%Q4 2021Q3 20237
Clean Energy Transition LLP 771.76%10.82%19.71%Q4 2021Q2 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.00%0.00%Q1 2021Q4 20227
Sowell Financial Services LLC 770.01%0.03%0.06%Q2 2020Q4 20217
Country Club Trust Company, n.a. 770.04%0.06%0.09%Q2 2020Q4 20217
Kessler Investment Group, LLC 430.01%1.93%3.22%Q2 2020Q3 20227
Impax Asset Management Group plc 770.01%0.08%0.55%Q1 2022Q3 20237
Tennessee Valley Asset Management Partners 320.06%0.08%0.10%Q4 2020Q3 20237
LMCG INVESTMENTS, LLC 770.02%0.02%0.02%Q1 2022Q3 20237
WORLDQUANT MILLENNIUM ADVISORS LLC 520.04%0.09%0.18%Q2 2020Q3 20227
SHIKIAR ASSET MANAGEMENT INC 610.20%0.48%0.84%Q2 2021Q1 20237
PEDDOCK CAPITAL ADVISORS, LLC 310.07%0.08%0.09%Q4 2020Q3 20237
Grove Bank & Trust 430.04%0.04%0.05%Q3 2021Q3 20237
HAZLETT, BURT & WATSON, INC. 770.06%0.08%0.09%Q1 2022Q3 20237
Balentine LLC 510.00%0.01%0.01%Q2 2020Q3 20237
GRANDFIELD & DODD, LLC 430.01%0.02%0.02%Q2 2021Q3 20237
Haverford Trust Co 610.00%0.00%0.01%Q2 2020Q1 20227
UNITED BANK 770.03%0.05%0.06%Q3 2020Q1 20227
OAKMONT Corp 770.01%0.01%0.02%Q1 2022Q3 20237
Athena Investment Management 770.19%0.22%0.26%Q1 2022Q3 20237
Aberdeen Wealth Management LLC 430.14%0.17%0.22%Q2 2021Q3 20237
Security National Bank 770.06%0.08%0.10%Q1 2022Q3 20237
LOOMIS SAYLES & CO L P 310.00%0.00%0.00%Q3 2021Q3 20237
Atria Wealth Solutions, Inc. 770.02%0.02%0.03%Q1 2022Q3 20237
Fieldpoint Private Securities, LLC 770.00%0.12%0.18%Q4 2020Q2 20227
Artisan Partners Limited Partnership 520.01%0.05%0.08%Q3 2020Q1 20237
Matthew Goff Investment Advisor, LLC 770.05%0.34%0.43%Q2 2020Q4 20217
Capital Advisory Group Advisory Services, LLC 610.01%0.01%0.01%Q2 2020Q1 20227
ASSOCIATED BANC-CORP 430.01%0.02%0.03%Q2 2020Q1 20227
Heritage Way Advisors, LLC 770.13%0.18%0.22%Q2 2020Q4 20217
MOORE CAPITAL MANAGEMENT, LP 510.05%0.22%0.39%Q2 2020Q1 20237
MARKSTON INTERNATIONAL LLC 770.22%0.27%0.40%Q2 2020Q4 20217
LIBERTY WEALTH MANAGEMENT LLC 610.02%0.04%0.09%Q2 2020Q2 20237
Graham Capital Management, L.P. 610.01%0.32%0.55%Q4 2021Q3 20237
FIRST QUADRANT LLC/CA 770.02%0.03%0.05%Q2 2020Q4 20217
Newman Dignan & Sheerar, Inc. 430.04%0.07%0.08%Q2 2021Q3 20237
THAMES CAPITAL MANAGEMENT LLC 771.95%2.45%2.97%Q3 2020Q1 20227
Fund Management at Engine No. 1 LLC 770.08%0.09%0.10%Q1 2022Q3 20237
Trexquant Investment LP 410.11%0.20%0.33%Q4 2020Q4 20227
BARCLAYS PLC 770.01%0.04%0.09%Q1 2022Q3 20237
L2 Asset Management, LLC 520.10%0.53%1.06%Q4 2020Q3 20237
First Western Trust Bank 770.02%0.02%0.02%Q1 2022Q3 20237
Carroll Financial Associates, Inc. 770.02%0.03%0.04%Q2 2020Q4 20217
Bank of New Hampshire 770.03%0.04%0.05%Q1 2022Q3 20237
COLDSTREAM CAPITAL MANAGEMENT INC 430.01%0.01%0.01%Q4 2021Q3 20237
Point72 Middle East FZE 210.00%0.01%0.02%Q4 2022Q3 20237
FRED ALGER MANAGEMENT, LLC 520.00%0.00%0.00%Q2 2020Q1 20227
CSM Advisors, LLC 770.17%0.22%0.36%Q1 2021Q3 20227
Formidable Asset Management, LLC 520.04%0.05%0.05%Q1 2021Q3 20237
Center For Asset Management LLC 770.20%0.25%0.34%Q1 2022Q3 20237
SIMON QUICK ADVISORS, LLC 770.00%0.01%0.01%Q3 2020Q1 20227
Pinnacle Wealth Planning Services, Inc. 410.02%0.04%0.05%Q4 2020Q3 20237
Steward Financial Group LLC 430.00%0.00%0.01%Q4 2021Q3 20237
XXEC, Inc. 771.26%1.42%1.70%Q3 2020Q1 20227
WAFRA INC. 770.58%1.42%2.46%Q2 2020Q4 20217
SJS Investment Consulting Inc. 520.00%0.00%0.01%Q4 2021Q3 20237
LANSDOWNE PARTNERS (UK) LLP 663.17%4.58%7.02%Q2 2020Q3 20216
Electron Capital Partners, LLC 662.36%2.75%3.06%Q4 2020Q1 20226
AMP Capital Investors Ltd 660.04%0.08%0.10%Q2 2020Q3 20216
Horrell Capital Management, Inc. 660.00%0.00%0.00%Q1 2020Q2 20216
OSSIAM 510.00%0.03%0.13%Q1 2022Q3 20236
Brookstone Capital Management 420.00%0.00%0.01%Q2 2021Q3 20236
Berman Capital Advisors, LLC 660.01%0.02%0.05%Q2 2020Q3 20216
Mission Creek Capital Partners, Inc. 660.03%0.05%0.06%Q4 2020Q1 20226
Laurel Wealth Advisors, Inc. 310.02%0.03%0.04%Q3 2020Q4 20226
PRIVATE TRUST CO NA 660.06%0.06%0.06%Q2 2022Q3 20236
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.06%0.06%0.08%Q2 2022Q3 20236
MIROVA 660.02%0.02%0.03%Q4 2020Q1 20226
Joseph P. Lucia & Associates, LLC 410.00%0.00%0.00%Q2 2020Q1 20226
Firestone Capital Management 660.01%0.02%0.02%Q2 2020Q3 20216
Sonora Investment Management, LLC 660.00%0.01%0.02%Q2 2020Q3 20216
Mercer Capital Advisers, Inc. 660.02%0.04%0.05%Q2 2020Q3 20216
EP Wealth Advisors, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Proficio Capital Partners LLC 420.03%0.04%0.06%Q4 2021Q3 20236
BRIGHTON JONES LLC 210.01%0.01%0.01%Q1 2021Q3 20236
Ballentine Partners, LLC 510.01%0.01%0.02%Q2 2020Q3 20236
MARSHALL WACE ASIA Ltd 661.15%1.68%2.11%Q2 2020Q3 20216
FDx Advisors, Inc. 660.01%0.02%0.03%Q2 2022Q3 20236
Echo Street Capital Management LLC 210.00%0.02%0.11%Q1 2021Q2 20236
Ferris Capital, LLC 330.08%0.10%0.11%Q3 2020Q1 20226
Prime Capital Investment Advisors, LLC 330.00%0.00%0.01%Q2 2020Q3 20236
Whitegate Investment Counselors, Inc. 660.06%0.10%0.12%Q2 2020Q3 20216
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Wellington Shields & Co., LLC 660.02%0.03%0.05%Q2 2022Q3 20236
Atlas Private Wealth Advisors 660.00%0.00%0.00%Q2 2020Q3 20216
Hudson Bay Capital Management LP 210.02%0.03%0.06%Q1 2021Q3 20236
Ranch Capital Advisors Inc. 660.01%0.01%0.01%Q2 2020Q3 20216
BSW Wealth Partners 510.06%0.06%0.08%Q1 2022Q3 20236
Maven Securities LTD 440.01%0.03%0.04%Q3 2021Q2 20226
Blueshift Asset Management, LLC 420.03%0.10%0.21%Q3 2021Q1 20236
Bangor Savings Bank 660.01%0.02%0.02%Q2 2022Q3 20236
Evolution Wealth Advisors, LLC 660.00%0.00%0.00%Q2 2020Q3 20216
Azimuth Capital Investment Management LLC 660.02%0.02%0.02%Q2 2022Q3 20236
World Asset Management Inc 660.08%0.10%0.12%Q2 2020Q3 20216
Pavion Blue Capital, LLC 330.12%0.13%0.13%Q2 2021Q3 20236
HRT FINANCIAL LP 310.00%0.03%0.05%Q3 2020Q4 20226
PRELUDE CAPITAL MANAGEMENT, LLC 210.00%0.02%0.05%Q2 2020Q3 20236
Wagner Wealth Management, LLC 420.00%0.00%0.01%Q1 2021Q3 20226
Industrial Alliance Investment Management Inc. 660.76%0.97%1.25%Q4 2021Q1 20236
INTECH INVESTMENT MANAGEMENT LLC 660.03%0.06%0.14%Q2 2022Q3 20236
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 660.10%0.19%0.25%Q2 2022Q3 20236
Fulcrum Asset Management LLP 510.11%0.64%0.97%Q3 2020Q1 20226
Arden Trust Co 660.04%0.07%0.09%Q2 2020Q3 20216
Bayesian Capital Management, LP 410.04%0.08%0.11%Q2 2020Q2 20236
SECURITY NATIONAL TRUST CO 660.03%0.07%0.15%Q2 2020Q3 20216
UNITED SERVICES AUTOMOBILE ASSOCIATION 660.03%0.03%0.03%Q2 2022Q3 20236
Endowment Wealth Management, Inc. 420.23%0.24%0.26%Q4 2021Q3 20236
REILLY FINANCIAL ADVISORS, LLC 511.17%1.35%1.51%Q2 2020Q4 20216
GSB Wealth Management, LLC 220.06%0.07%0.08%Q1 2021Q3 20236
Sageworth Trust Co of South Dakota 660.21%0.30%0.59%Q4 2021Q1 20236
JBF Capital, Inc. 510.02%0.05%0.06%Q3 2020Q1 20226
Fernwood Investment Management, LLC 420.07%0.08%0.08%Q1 2021Q3 20236
Czech National Bank 660.10%0.11%0.13%Q3 2022Q4 20236
Schubert & Co 660.00%0.01%0.01%Q4 2021Q1 20236
NorthCoast Asset Management LLC 660.01%0.02%0.04%Q2 2020Q3 20216
Filbrandt Wealth Management, LLC 660.03%0.05%0.06%Q2 2020Q3 20216
JUPITER ASSET MANAGEMENT LTD 660.01%0.04%0.20%Q3 2020Q4 20216
Freedman Financial Associates, Inc. 660.05%0.05%0.06%Q4 2020Q1 20226
Professional Financial Advisors, LLC 660.00%0.01%0.01%Q2 2021Q3 20226
AXS Investments LLC 660.31%0.35%0.38%Q2 2022Q3 20236
Investors Financial Group, LLC 660.37%0.52%0.61%Q3 2020Q4 20216
Equitable Holdings, Inc. 330.00%0.01%0.01%Q1 2021Q3 20236
Holloway Wealth Management, LLC 420.00%0.00%0.01%Q2 2020Q1 20226
CSS LLC/IL 440.00%0.02%0.02%Q2 2020Q1 20216
K.J. Harrison & Partners Inc 330.20%0.42%0.54%Q2 2020Q4 20216
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 660.43%1.03%1.31%Q4 2020Q1 20226
HUTCHINSON CAPITAL MANAGEMENT/CA 660.06%0.09%0.11%Q2 2020Q3 20216
LGT Group Foundation 420.01%0.01%0.01%Q4 2021Q3 20236
Hilltop Holdings Inc. 420.02%0.03%0.04%Q2 2021Q3 20236
BALYASNY ASSET MANAGEMENT L.P. 310.00%0.28%0.76%Q3 2020Q3 20236
SHEETS SMITH WEALTH MANAGEMENT 510.03%0.03%0.03%Q1 2021Q3 20236
MADISON WEALTH MANAGEMENT 660.04%0.05%0.06%Q3 2020Q4 20216
OUTFITTER FINANCIAL LLC 660.20%0.39%0.59%Q4 2020Q1 20226
Vigilant Capital Management, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
BREITER CAPITAL MANAGEMENT INC 660.72%0.92%1.38%Q4 2020Q1 20226
Wedmont Private Capital 660.05%0.08%0.09%Q2 2022Q3 20236
Veracity Capital LLC 660.35%0.59%0.72%Q3 2020Q4 20216
BOK Financial Private Wealth, Inc. 660.01%0.01%0.02%Q4 2021Q1 20236
OSTERWEIS CAPITAL MANAGEMENT INC 510.00%0.00%0.00%Q3 2021Q3 20236
NEXT Financial Group, Inc 660.02%0.02%0.03%Q3 2020Q4 20216
Advisory Alpha, LLC 310.01%0.01%0.01%Q3 2020Q3 20236
BALASA DINVERNO & FOLTZ LLC 660.04%0.04%0.05%Q4 2020Q1 20226
DSAM Partners (London) Ltd 661.96%5.46%8.95%Q2 2020Q3 20216
Laurion Capital Management LP 410.01%0.91%1.47%Q2 2020Q1 20225
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 550.03%0.03%0.03%Q3 2020Q3 20215
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 550.19%0.22%0.28%Q4 2021Q4 20225
DT Investment Partners, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Pegasus Asset Management, Inc. 551.52%1.74%2.01%Q3 2022Q3 20235
GW&K Investment Management, LLC 210.00%0.00%0.00%Q2 2021Q3 20235
Savior LLC 550.00%0.00%0.00%Q2 2020Q2 20215
ADVISOR PARTNERS II, LLC 550.09%0.10%0.10%Q3 2022Q3 20235
Parcion Private Wealth LLC 310.02%0.04%0.07%Q2 2020Q3 20235
KELLEHER FINANCIAL ADVISORS 410.04%0.04%0.04%Q2 2020Q3 20215
Intrinsic Edge Capital Management LLC 550.12%0.37%0.66%Q3 2020Q3 20215
Riverwater Partners LLC 320.34%0.42%0.54%Q4 2021Q4 20235
ROMANO BROTHERS AND COMPANY 550.16%0.19%0.20%Q3 2022Q3 20235
Qtron Investments LLC 410.07%0.14%0.20%Q3 2020Q3 20235
Red Tortoise LLC 410.02%0.02%0.02%Q3 2021Q3 20235
Douglas Lane & Associates, LLC 410.00%0.00%0.01%Q1 2021Q3 20235
FORT, L.P. 550.09%0.21%0.29%Q2 2021Q2 20225
NEW ENGLAND ASSET MANAGEMENT INC 410.00%0.00%0.00%Q2 2020Q3 20225
General Partner, Inc. 550.22%0.25%0.29%Q4 2022Q4 20235
Quantinno Capital Management LP 410.02%0.04%0.09%Q1 2022Q3 20235
Standard Family Office LLC 320.00%0.00%0.02%Q4 2020Q3 20225
Leucadia National 440.00%0.01%0.03%Q4 2022Q3 20235
Tower View Wealth Management LLC 551.45%1.74%2.16%Q3 2022Q3 20235
AIGEN INVESTMENT MANAGEMENT, LP 210.04%0.34%1.24%Q3 2021Q2 20235
Avion Wealth 320.00%0.00%0.00%Q2 2020Q3 20235
Elmwood Wealth Management, Inc. 210.02%0.03%0.04%Q2 2020Q4 20215
Compass Wealth Management LLC 550.17%0.21%0.25%Q4 2022Q4 20235
Crescent Capital Consulting, LLC 550.01%0.01%0.01%Q4 2020Q4 20215
Triasima Portfolio Management inc. 550.11%0.12%0.14%Q4 2020Q4 20215
Colonial Trust Co / SC 550.04%0.05%0.07%Q3 2022Q3 20235
AlphaCrest Capital Management LLC 550.04%0.07%0.16%Q3 2021Q3 20225
Alta Advisers Ltd 550.06%0.07%0.08%Q3 2022Q3 20235
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.01%Q4 2021Q3 20235
Arlington Partners LLC 210.00%0.00%0.01%Q1 2021Q2 20235
USCA RIA LLC 550.01%0.04%0.05%Q2 2020Q2 20215
Teza Capital Management LLC 210.04%0.39%0.85%Q1 2021Q3 20235
Dorsey Wright & Associates 550.06%0.90%1.29%Q4 2020Q4 20215
TELEMUS CAPITAL, LLC 550.02%0.02%0.02%Q4 2020Q4 20215
Independent Wealth Network Inc. 320.12%0.13%0.14%Q3 2021Q3 20235
Pearl River Capital, LLC 210.07%0.32%0.52%Q4 2020Q4 20225
HANSEATIC MANAGEMENT SERVICES INC 550.03%0.04%0.04%Q4 2020Q4 20215
Cassady Schiller Wealth Management, LLC 410.04%0.05%0.06%Q4 2021Q3 20235
DB Wealth Management Group, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 550.01%0.01%0.02%Q2 2020Q2 20215
Princeton Global Asset Management LLC 320.00%0.03%0.10%Q2 2020Q3 20235
Strategic Asset Management, LLC 550.01%0.02%0.02%Q3 2021Q3 20225
PICTET ASSET MANAGEMENT LTD 550.02%0.02%0.02%Q2 2020Q2 20215
Zurich Insurance Group Ltd/FI 410.02%0.02%0.02%Q2 2021Q2 20235
Appian Way Asset Management LP 210.38%2.11%3.31%Q3 2021Q3 20235
HALL CAPITAL MANAGEMENT CO INC 320.12%0.13%0.15%Q2 2021Q3 20235
Caption Management, LLC 550.06%0.16%0.34%Q2 2020Q2 20215
Integrated Advisors Network LLC 410.01%0.01%0.02%Q1 2022Q3 20235
Sciencast Management LP 210.05%0.49%0.94%Q4 2020Q2 20235
Shilanski & Associates, Inc. 550.54%0.58%0.63%Q4 2020Q4 20215
True Link Financial Advisors, LLC 550.00%0.00%0.01%Q4 2020Q4 20215
Zullo Investment Group, Inc. 550.01%0.01%0.02%Q4 2021Q4 20225
FORA Capital, LLC 410.13%0.31%0.50%Q4 2020Q4 20225
U.S. Capital Wealth Advisors, LLC 210.01%0.01%0.02%Q3 2021Q3 20235
CONGRESS ASSET MANAGEMENT CO /MA 410.00%0.00%0.00%Q4 2020Q1 20225
Great Diamond Partners, LLC 320.06%0.06%0.07%Q3 2021Q3 20235
Madison Avenue Partners, LP 550.52%9.53%17.20%Q2 2020Q2 20215
WEST BANCORPORATION INC 320.00%0.01%0.01%Q2 2020Q3 20225
US FINANCIAL ADVISORS, LLC 320.09%0.10%0.11%Q2 2021Q3 20235
GSA CAPITAL PARTNERS LLP 210.03%0.05%0.08%Q4 2020Q1 20235
QS Investors, LLC 550.00%0.01%0.01%Q2 2020Q2 20215
Segment Wealth Management, LLC 550.75%0.84%0.94%Q3 2022Q3 20235
Virtu Financial LLC 210.02%0.05%0.08%Q2 2020Q1 20225
High Net Worth Advisory Group LLC 550.00%0.01%0.05%Q4 2021Q4 20225
WASHINGTON TRUST BANK 550.04%0.04%0.05%Q3 2021Q3 20225
ESSEX INVESTMENT MANAGEMENT CO LLC 550.00%0.00%0.00%Q3 2020Q3 20215
BP PLC 550.04%0.05%0.07%Q2 2020Q2 20215
BANK OF HAWAII 550.01%0.03%0.05%Q3 2022Q3 20235
Redhawk Wealth Advisors, Inc. 320.04%0.06%0.09%Q2 2021Q3 20235
WHALEROCK POINT PARTNERS, LLC 410.08%0.10%0.13%Q2 2020Q4 20215
Brinker Capital Investments, LLC 550.01%0.03%0.05%Q4 2021Q4 20225
Clearview Wealth Advisors LLC 550.01%0.01%0.01%Q4 2020Q4 20215
Trust Co 550.00%0.00%0.01%Q2 2020Q2 20215
Lee Financial Co 410.00%0.00%0.00%Q2 2020Q3 20235
PIN OAK INVESTMENT ADVISORS INC 550.01%0.01%0.01%Q2 2020Q2 20215
Angeles Investment Advisors, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Versor Investments LP 210.01%0.03%0.07%Q3 2021Q2 20234
Pure Financial Advisors, LLC 440.01%0.01%0.01%Q1 2023Q4 20234
Perennial Advisors, LLC 310.00%0.00%0.01%Q2 2020Q2 20214
LMR Partners LLP 310.01%0.03%0.05%Q4 2020Q2 20234
Financial Freedom, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 440.06%0.07%0.08%Q4 2020Q3 20214
N.E.W. Advisory Services LLC 440.09%0.09%0.11%Q4 2022Q3 20234
Core Wealth Partners LLC 440.23%0.34%0.64%Q4 2022Q3 20234
AQR Arbitrage LLC 440.07%0.14%0.22%Q2 2020Q1 20214
STRATEGIC CAPITAL ADVISERS, INC. 441.25%1.35%1.42%Q3 2021Q2 20224
PineStone Asset Management Inc. 442.58%2.79%3.11%Q4 2022Q3 20234
Intercontinental Wealth Advisors, LLC 440.24%0.34%0.41%Q2 2020Q1 20214
Freedom Day Solutions, LLC 440.12%0.13%0.14%Q4 2022Q3 20234
Waterford Advisors, LLC 440.32%0.35%0.41%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.03%0.04%0.06%Q4 2022Q3 20234
Retirement Group, LLC 440.00%0.00%0.00%Q2 2020Q1 20214
Gratus Capital, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Householder Group Estate & Retirement Specialist, LLC 310.01%0.04%0.11%Q3 2022Q3 20234
NORTH AMERICAN MANAGEMENT CORP 440.68%1.73%2.35%Q2 2020Q1 20214
Stratos Wealth Advisors, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
ADIRONDACK RETIREMENT SPECIALISTS, INC. 440.00%0.00%0.00%Q3 2022Q2 20234
Curi Wealth Management, LLC 310.00%0.00%0.00%Q4 2020Q2 20224
Brandywine Global Investment Management, LLC 310.03%0.13%0.17%Q1 2021Q1 20234
Meeder Advisory Services, Inc. 440.08%0.09%0.10%Q4 2022Q3 20234
SYSTM Wealth Solutions LLC 440.05%0.06%0.06%Q4 2022Q3 20234
Meridian Wealth Partners, LLC 440.02%0.02%0.02%Q2 2020Q1 20214
Woodline Partners LP 440.02%0.31%0.47%Q2 2022Q1 20234
DUBUQUE BANK & TRUST CO 440.02%0.03%0.03%Q4 2020Q3 20214
Garden State Investment Advisory Services LLC 440.12%0.14%0.16%Q4 2022Q3 20234
Live Oak Investment Partners 440.01%0.01%0.01%Q4 2022Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
LEVIN CAPITAL STRATEGIES, L.P. 210.02%0.03%0.05%Q3 2020Q4 20214
PCJ Investment Counsel Ltd. 310.35%0.63%0.92%Q2 2020Q2 20214
Alpha DNA Investment Management LLC 220.00%0.17%0.37%Q4 2020Q3 20234
DCM Advisors, LLC 310.14%0.15%0.17%Q4 2020Q1 20224
Carolina Wealth Advisors, LLC 440.00%0.00%0.00%Q3 2020Q2 20214
Southpoint Capital Advisors LP 446.50%7.47%8.34%Q2 2020Q1 20214
Grace Capital 440.02%0.04%0.05%Q2 2020Q1 20214
Tevis Investment Management 440.08%0.09%0.11%Q4 2021Q3 20224
Portland Hill Asset Management Ltd 440.09%0.10%0.12%Q4 2022Q3 20234
KORNITZER CAPITAL MANAGEMENT INC /KS 310.00%0.00%0.01%Q2 2020Q3 20234
Ahrens Investment Partners LLC 310.05%0.07%0.09%Q4 2021Q1 20234
Tanglewood Legacy Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Capital Group Investment Management Pte. Ltd. 441.00%1.10%1.28%Q4 2022Q3 20234
EVERGREEN CAPITAL MANAGEMENT LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Quadrature Capital Ltd 310.01%0.08%0.21%Q4 2020Q2 20224
Corient Private Wealth LLC 440.08%0.08%0.09%Q4 2022Q3 20234
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 440.48%0.59%0.74%Q2 2020Q1 20214
Voya Financial Advisors, Inc. 440.01%0.01%0.01%Q2 2020Q1 20214
LS Investment Advisors, LLC 440.04%0.31%0.45%Q2 2020Q1 20214
Blue Chip Partners, LLC 220.01%0.01%0.01%Q3 2021Q3 20234
EQUITABLE TRUST CO 310.01%0.01%0.02%Q2 2021Q3 20234
Rikoon Group, LLC 440.07%0.10%0.11%Q2 2020Q1 20214
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 220.02%0.12%0.25%Q3 2021Q3 20234
Marquette Asset Management, LLC 310.00%0.00%0.00%Q1 2021Q2 20234
Creative Capital Management Investments LLC 440.02%0.05%0.07%Q4 2022Q3 20234
Davide Leone & Partners Investment Co Ltd. 444.88%7.71%10.47%Q2 2020Q1 20214
Cipher Capital LP 310.28%0.31%0.37%Q3 2020Q4 20224
BBVA USA Bancshares, Inc. 440.18%0.24%0.26%Q2 2020Q1 20214
DOVER ADVISORS, LLC 440.49%0.52%0.61%Q4 2022Q3 20234
Auto-Owners Insurance Co 440.02%0.02%0.02%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
CSat Investment Advisory, L.P. 440.00%0.01%0.02%Q2 2020Q1 20214
HARBOUR INVESTMENT MANAGEMENT LLC 440.18%0.27%0.34%Q2 2020Q1 20214
AXXCESS WEALTH MANAGEMENT, LLC 220.02%0.02%0.03%Q4 2021Q3 20234
FIRST HORIZON CORP 440.01%0.01%0.01%Q3 2020Q2 20214
Westchester Capital Management, LLC 110.02%0.13%0.20%Q2 2020Q3 20234
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 210.01%0.02%0.03%Q2 2020Q3 20214
IAT REINSURANCE CO LTD. 440.03%0.04%0.04%Q2 2020Q1 20214
NWAM LLC 440.08%0.28%0.45%Q4 2022Q3 20234
Ironwood Financial, llc 440.01%0.01%0.01%Q4 2020Q3 20214
Polar Capital Holdings Plc 440.00%0.00%0.00%Q4 2021Q3 20224
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 440.11%0.12%0.15%Q2 2020Q1 20214
AMUNDI ASSET MANAGEMENT US, INC. 440.12%0.15%0.16%Q2 2020Q1 20214
Seelaus Asset Management LLC 440.28%0.50%0.61%Q1 2021Q4 20214
Lloyd Advisory Services, LLC. 440.00%0.00%0.00%Q2 2020Q1 20214
True Wealth Design, LLC 440.00%0.26%0.36%Q4 2022Q3 20234
New Hampshire Trust 440.07%0.08%0.09%Q4 2022Q3 20234
Brookfield Asset Management 220.00%0.01%0.03%Q2 2020Q2 20234
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Minot Wealth Management LLC 440.05%0.05%0.05%Q2 2021Q1 20224
Aquila Investment Management LLC 440.61%0.76%1.15%Q4 2021Q3 20224
OCCUDO QUANTITATIVE STRATEGIES LP 210.07%0.27%0.50%Q4 2020Q1 20224
MAVERICK CAPITAL LTD 210.00%0.01%0.02%Q4 2020Q3 20234
Private Wealth Advisors, Inc. 440.18%0.21%0.25%Q1 2020Q4 20204
Centiva Capital, LP 310.01%0.02%0.03%Q4 2021Q4 20224
New England Capital Financial Advisors LLC 440.16%0.18%0.20%Q4 2022Q3 20234
Unison Advisors LLC 440.08%0.09%0.09%Q2 2020Q1 20214
DecisionPoint Financial, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Kingfisher Capital LLC 440.05%0.06%0.07%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Leelyn Smith, LLC 440.01%0.01%0.01%Q2 2020Q1 20214
Advisor Resource Council 310.07%0.25%0.34%Q2 2021Q2 20224
GHP Investment Advisors, Inc. 310.00%0.00%0.00%Q2 2022Q3 20234
Warther Private Wealth, LLC 440.63%0.86%1.03%Q2 2021Q1 20224
Trifecta Capital Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
IHT Wealth Management, LLC 310.01%0.01%0.02%Q4 2021Q3 20234
VIRGINIA RETIREMENT SYSTEMS ET AL 440.02%0.15%0.33%Q3 2022Q2 20234
Better Money Decisions, LLC 310.01%0.05%0.06%Q1 2021Q2 20224
Lighthouse Investment Partners, LLC 310.13%0.46%1.04%Q1 2022Q1 20234
Kinneret Advisory, LLC 440.12%0.12%0.14%Q4 2022Q3 20234
Jump Financial, LLC 210.02%0.02%0.03%Q1 2021Q4 20224
MANCHESTER FINANCIAL INC 440.00%0.00%0.00%Q2 2020Q1 20214
Robertson Stephens Wealth Management, LLC 210.02%0.02%0.02%Q4 2021Q3 20234
MU Investments Co., Ltd. 444.12%4.59%5.38%Q4 2022Q3 20234
Lakewood Asset Management LLC 440.89%1.06%1.26%Q4 2022Q3 20234
Bellwether Advisors, LLC 310.00%0.00%0.00%Q4 2020Q4 20224
Trellis Wealth Advisors LLC 440.48%0.51%0.54%Q4 2022Q3 20234
LBP AM SA 440.02%0.10%0.18%Q4 2022Q3 20234
TWIN CAPITAL MANAGEMENT INC 310.04%0.06%0.07%Q3 2021Q3 20234
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
CANANDAIGUA NATIONAL BANK & TRUST CO 440.49%0.53%0.57%Q1 2023Q4 20234
MONEY CONCEPTS CAPITAL CORP 440.01%0.01%0.02%Q1 2022Q4 20224
MATHER GROUP, LLC. 440.01%0.01%0.01%Q4 2022Q3 20234
Ergoteles LLC 220.01%0.05%0.09%Q3 2020Q3 20224
B. Metzler seel. Sohn & Co. Holding AG 440.01%0.01%0.01%Q4 2020Q3 20214
Fidelis Capital Partners, LLC 440.13%0.16%0.24%Q4 2022Q3 20234
Nachman Norwood & Parrott, Inc 440.03%0.04%0.04%Q3 2020Q2 20214
BARINGS LLC 440.01%0.06%0.14%Q3 2020Q2 20214
Carmignac Gestion 220.00%0.00%0.01%Q4 2020Q2 20234
ADE, LLC 440.02%0.02%0.03%Q4 2020Q3 20214
Andrew Hill Investment Advisors, Inc. 442.44%3.34%4.59%Q4 2021Q3 20224
Phoenix Wealth Advisors 440.01%0.01%0.01%Q4 2020Q3 20214
Register Financial Advisors LLC 440.02%0.04%0.06%Q4 2022Q3 20234
Homrich & Berg 440.01%0.01%0.01%Q4 2020Q3 20214
ARMSTRONG ADVISORY GROUP, INC 440.01%0.01%0.01%Q4 2022Q3 20234
Western Pacific Wealth Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Estate Counselors, LLC 330.18%0.19%0.21%Q1 2023Q3 20233
Phoenix Holdings Ltd. 330.01%0.02%0.02%Q2 2021Q4 20213
Alberta Investment Management Corp 330.01%0.01%0.01%Q1 2023Q3 20233
Park Place Capital Corp 330.00%0.00%0.00%Q1 2023Q3 20233
CALDWELL SUTTER CAPITAL, INC. 330.00%0.06%0.09%Q1 2023Q3 20233
BANQUE PICTET & CIE SA 210.00%0.01%0.02%Q4 2021Q3 20233
Enlightenment Research, LLC 110.29%0.38%0.51%Q1 2021Q1 20223
EDGAR LOMAX CO/VA 330.20%0.24%0.27%Q2 2020Q4 20203
NTB Financial Corp 330.21%0.23%0.24%Q4 2021Q2 20223
Valmark Advisers, Inc. 210.00%0.00%0.01%Q4 2021Q1 20233
Capitolis Advisors LLC 330.01%0.04%0.09%Q4 2020Q2 20213
Artemis Investment Management LLP 210.01%0.08%0.14%Q4 2020Q3 20233
Pinnacle Wealth Management Advisory Group, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
PLATINUM INVESTMENT MANAGEMENT LTD 331.40%1.76%1.97%Q2 2020Q4 20203
Sanctuary Wealth Management, L.L.C. 110.00%0.00%0.00%Q1 2010Q2 20233
Resolute Advisors LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Oxler Private Wealth LLC 210.03%0.03%0.04%Q4 2020Q3 20223
Burt Wealth Advisors 330.02%0.02%0.02%Q2 2020Q4 20203
Ritter Daniher Financial Advisory LLC / DE 330.00%0.00%0.01%Q1 2023Q3 20233
SUMMIT FINANCIAL GROUP, INC. 210.07%0.09%0.11%Q2 2020Q4 20213
Eos Management, L.P. 330.06%0.17%0.35%Q2 2020Q4 20203
ZACKS INVESTMENT MANAGEMENT 330.00%0.05%0.10%Q2 2021Q4 20213
CreativeOne Wealth, LLC 330.01%0.01%0.01%Q3 2021Q1 20223
WestEnd Advisors, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 330.60%0.72%0.87%Q2 2020Q4 20203
Coppell Advisory Solutions LLC 210.00%0.01%0.02%Q4 2022Q3 20233
Cape Investment Advisory, Inc. 330.03%0.03%0.03%Q1 2023Q3 20233
Magellan Asset Management Ltd 330.00%0.00%0.00%Q1 2023Q3 20233
RFP Financial Group LLC 210.03%0.03%0.04%Q4 2022Q3 20233
Union Heritage Capital, LLC 330.13%0.14%0.15%Q1 2021Q3 20213
NORTHSTAR ASSET MANAGEMENT LLC 110.05%0.08%0.13%Q2 2020Q3 20233
VESTOR CAPITAL, LLC 210.00%0.00%0.01%Q3 2021Q3 20233
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 210.00%0.01%0.03%Q2 2020Q3 20213
Grosvenor Holdings, L.L.C. 331.60%3.09%4.70%Q2 2020Q4 20203
Fullerton Fund Management Co Ltd. 330.47%0.77%0.99%Q1 2023Q3 20233
DARK FOREST CAPITAL MANAGEMENT LP 210.05%0.07%0.08%Q3 2021Q1 20233
Cordant, Inc. 210.00%0.00%0.00%Q2 2021Q1 20223
FSC Wealth Advisors, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
Banco Santander, S.A. 210.01%0.01%0.01%Q2 2020Q3 20233
Texas Yale Capital Corp. 330.01%0.01%0.01%Q2 2021Q4 20213
Sowa Financial Group, Inc. 330.02%0.02%0.02%Q2 2020Q4 20203
GROUP ONE TRADING, L.P. 210.00%0.00%0.01%Q2 2021Q3 20223
FULTON BANK, N.A. 210.01%0.01%0.02%Q3 2020Q4 20233
Marshall Wace North America L.P. 210.00%0.01%0.02%Q2 2020Q1 20213
Oak Thistle LLC 210.28%0.49%0.67%Q4 2021Q4 20223
Laidlaw Wealth Management LLC 330.04%0.05%0.06%Q2 2021Q4 20213
VALLEY WEALTH MANAGERS, INC. 330.00%0.00%0.00%Q2 2022Q4 20223
DFPG INVESTMENTS, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q2 2020Q4 20203
Kiwi Wealth Investments Limited Partnership 330.10%0.24%0.31%Q4 2022Q2 20233
BLUEFIN CAPITAL MANAGEMENT, LLC 210.00%0.02%0.04%Q3 2020Q4 20213
THOMPSON INVESTMENT MANAGEMENT, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
CARILLON TOWER ADVISERS, INC. 330.02%0.04%0.06%Q2 2020Q4 20203
Main Street Financial Solutions, LLC 330.03%0.03%0.04%Q2 2021Q4 20213
CAAS CAPITAL MANAGEMENT LP 110.01%0.01%0.02%Q3 2023Q3 20233
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Cadence Bank 210.03%0.04%0.05%Q4 2020Q4 20213
Theleme Partners LLP 334.09%5.50%6.92%Q3 2020Q1 20213
Pendal Group Ltd 210.00%0.00%0.01%Q2 2021Q4 20223
W.G. Shaheen & Associates DBA Whitney & Co 210.03%0.03%0.03%Q3 2021Q3 20233
London & Capital Asset Management Ltd 330.04%0.11%0.24%Q3 2020Q1 20213
Twelve Points Wealth Management LLC 110.14%0.15%0.16%Q4 2021Q3 20233
Prentice Wealth Management LLC 330.01%0.01%0.01%Q1 2021Q3 20213
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20223
Virtus Investment Advisers, Inc. 330.16%0.17%0.19%Q1 2023Q3 20233
Summit Wealth Group, LLC 210.00%0.02%0.03%Q1 2021Q1 20233
Aperio Group, LLC 330.03%0.04%0.04%Q2 2020Q4 20203
Myriad Asset Management Ltd. 330.28%0.48%0.73%Q2 2021Q4 20213
Van Leeuwen & Company, LLC 330.40%0.58%0.68%Q2 2021Q4 20213
Cornerstone Planning Group LLC 210.01%0.01%0.02%Q4 2022Q3 20233
FOSTER DYKEMA CABOT & CO INC/MA 330.01%0.01%0.02%Q1 2023Q3 20233
TCF National Bank 330.11%0.20%0.25%Q3 2020Q1 20213
Aries Wealth Management 210.08%0.09%0.09%Q3 2021Q3 20233
XTX Topco Ltd 330.25%0.27%0.30%Q1 2022Q3 20223
HUSSMAN STRATEGIC ADVISORS, INC. 210.11%0.13%0.16%Q2 2021Q2 20233
ALTRINSIC GLOBAL ADVISORS LLC 330.02%0.02%0.02%Q2 2020Q4 20203
SILVER OAK SECURITIES, INCORPORATED 210.08%0.11%0.12%Q3 2022Q3 20233
Wescott Financial Advisory Group, LLC 330.04%0.05%0.05%Q1 2023Q3 20233
GTS SECURITIES LLC 110.00%0.01%0.02%Q3 2023Q3 20233
Financial Enhancement Group LLC 330.00%0.00%0.00%Q2 2020Q4 20203
Modera Wealth Management, LLC 210.02%0.02%0.02%Q4 2021Q3 20233
Ashburton (Jersey) Ltd 330.00%0.00%0.00%Q2 2020Q4 20203
Sullivan, Bruyette, Speros & Blaney, LLC 330.01%0.01%0.01%Q3 2020Q1 20213
FOX RUN MANAGEMENT, L.L.C. 110.17%0.23%0.26%Q2 2021Q4 20223
Connor, Clark & Lunn Investment Management Ltd. 330.01%0.04%0.07%Q1 2022Q3 20223
DRIEHAUS CAPITAL MANAGEMENT LLC 330.01%0.01%0.01%Q2 2020Q4 20203
OVERSEA-CHINESE BANKING Corp Ltd 330.01%0.01%0.02%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.00%0.04%0.12%Q4 2022Q3 20233
Northeast Financial Consultants Inc 210.01%0.01%0.01%Q3 2021Q3 20233
C2C Wealth Management, LLC 330.17%0.18%0.19%Q1 2023Q3 20233
Davis Investment Partners, LLC 330.39%0.41%0.45%Q4 2022Q2 20233
Bridgewater Advisors Inc. 330.06%0.06%0.07%Q2 2021Q4 20213
SignalPoint Asset Management, LLC 330.08%0.09%0.10%Q3 2021Q1 20223
MASON STREET ADVISORS, LLC 330.05%0.06%0.07%Q2 2020Q4 20203
OPSEU Pension Plan Trust Fund 330.15%0.16%0.17%Q3 2021Q1 20223
Koshinski Asset Management, Inc. 330.01%0.01%0.02%Q3 2021Q1 20223
TODD ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q2 2021Q3 20233
Waverly Advisors, LLC 210.01%0.02%0.02%Q2 2021Q3 20233
Quilter Plc 330.01%0.01%0.01%Q1 2023Q3 20233
ALPS ADVISORS INC 210.00%0.00%0.00%Q3 2021Q3 20233
Flagship Private Wealth, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.01%0.01%0.01%Q3 2022Q1 20233
Boston Partners 330.00%0.06%0.17%Q2 2020Q4 20203
MD Financial Management Inc. 330.04%0.05%0.05%Q2 2021Q4 20213
Legacy Trust 330.06%0.07%0.08%Q1 2023Q3 20233
Banco de Sabadell, S.A 330.01%0.02%0.02%Q3 2020Q1 20213
Cassaday & Co Wealth Management LLC 330.01%0.01%0.01%Q1 2023Q3 20233
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 330.01%0.02%0.03%Q1 2023Q3 20233
SteelPeak Wealth, LLC 330.02%0.02%0.02%Q2 2022Q4 20223
Byrne Asset Management LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Ramsay, Stattman, Vela & Price, Inc. 330.17%0.27%0.36%Q2 2020Q4 20203
LAKE STREET FINANCIAL LLC 330.05%0.08%0.11%Q4 2021Q2 20223
Nalls Sherbakoff Group, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
HCR Wealth Advisors 210.03%0.04%0.05%Q3 2021Q3 20233
COWA, LLC 210.01%0.01%0.01%Q4 2020Q3 20223
One River Asset Management, LLC 110.03%0.12%0.32%Q4 2022Q4 20223
Bay Harbor Wealth Management, LLC 330.00%0.00%0.00%Q2 2020Q4 20203
Fiduciary Planning LLC 330.00%0.04%0.06%Q3 2020Q1 20213
BIVIN & ASSOCIATES, INC. 330.01%0.02%0.03%Q4 2021Q2 20223
PETTYJOHN, WOOD & WHITE, INC 330.05%0.07%0.11%Q1 2023Q3 20233
V-Square Quantitative Management LLC 330.19%0.23%0.28%Q1 2023Q3 20233
West Family Investments, Inc. 330.06%0.06%0.06%Q2 2021Q4 20213
OSTRUM ASSET MANAGEMENT 330.03%0.06%0.12%Q1 2023Q3 20233
Winslow, Evans & Crocker, Inc. 330.04%0.05%0.06%Q2 2020Q4 20203
EQUITEC PROPRIETARY MARKETS, LLC 210.00%0.06%0.13%Q3 2020Q4 20213
Foundations Investment Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Gyon Technologies Capital Management, LP 220.14%0.15%0.16%Q2 2022Q3 20222
Reynolds Investment Management, Inc. 220.24%0.24%0.25%Q1 2022Q2 20222
RFG Advisory, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
FSA Wealth Management LLC 110.01%0.01%0.01%Q2 2020Q4 20202
RMR Wealth Builders 220.00%0.00%0.01%Q4 2020Q1 20212
KINGS POINT CAPITAL MANAGEMENT 220.00%0.00%0.01%Q3 2020Q4 20202
Pensionfund DSM Netherlands 220.08%0.09%0.09%Q3 2021Q4 20212
Avidian Wealth Solutions, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
Barbara Oil Co. 220.10%0.12%0.13%Q2 2020Q3 20202
LifePlan Financial Group, Inc 220.00%0.00%0.00%Q2 2020Q3 20202
Campbell & CO Investment Adviser LLC 220.12%0.20%0.29%Q2 2023Q3 20232
Certified Advisory Corp 110.00%0.00%0.01%Q2 2020Q1 20212
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
MACROVIEW INVESTMENT MANAGEMENT LLC 220.02%0.02%0.02%Q2 2023Q3 20232
KLINGENSTEIN FIELDS & CO LP 220.01%0.02%0.02%Q2 2020Q3 20202
Blume Capital Management, Inc. 220.00%0.00%0.00%Q4 2020Q1 20212
Custos Family Office, LLC 220.16%0.16%0.16%Q4 2022Q1 20232
Holocene Advisors, LP 220.01%0.02%0.02%Q3 2022Q4 20222
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Milestone Investment Advisors LLC 110.01%0.01%0.01%Q1 2023Q3 20232
Planned Solutions, Inc. 220.01%0.01%0.01%Q3 2020Q4 20202
P SCHOENFELD ASSET MANAGEMENT LP 220.83%1.30%1.76%Q2 2020Q3 20202
ProVise Management Group, LLC 110.02%0.02%0.02%Q2 2021Q4 20212
INVENIO WEALTH PARTNERS LLC 220.21%0.25%0.28%Q2 2023Q3 20232
RITHOLTZ WEALTH MANAGEMENT 110.01%0.01%0.02%Q2 2021Q4 20212
Advisor OS, LLC 220.07%0.07%0.07%Q2 2023Q3 20232
Rampart Investment Management Company, LLC 220.02%0.04%0.07%Q2 2020Q3 20202
Ceredex Value Advisors LLC 220.57%0.84%1.12%Q3 2020Q4 20202
FIRST MIDWEST BANK TRUST DIVISION 110.03%0.03%0.04%Q2 2020Q4 20212
FIDUCIARY MANAGEMENT INC /WI/ 222.21%2.30%2.38%Q2 2023Q3 20232
Tilt Investment Management Holdings, PBC 220.15%0.16%0.18%Q2 2023Q3 20232
ENGINE NO. 1 LLC 220.06%0.06%0.07%Q3 2021Q4 20212
Tacita Capital Inc 220.02%0.02%0.02%Q4 2020Q1 20212
Cable Hill Partners, LLC 220.05%0.05%0.05%Q3 2022Q4 20222
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
Global Trust Asset Management, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 220.07%0.12%0.16%Q4 2020Q1 20212
Aspen Investment Management Inc 220.24%0.25%0.27%Q2 2023Q3 20232
Magnetar Financial LLC 110.01%0.01%0.02%Q4 2021Q4 20222
LEUTHOLD GROUP, LLC 220.50%0.53%0.57%Q3 2020Q4 20202
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20222
FRANKLIN STREET ADVISORS INC /NC 220.02%0.02%0.03%Q2 2023Q3 20232
Concentric Capital Strategies, LP 110.30%0.40%0.50%Q2 2022Q1 20232
NORTHSTAR WEALTH PARTNERS LLC 220.15%0.16%0.17%Q2 2020Q3 20202
WHITENER CAPITAL MANAGEMENT, INC. 220.13%0.17%0.21%Q2 2020Q3 20202
PARADIGM ASSET MANAGEMENT CO LLC 220.05%0.05%0.06%Q2 2020Q3 20202
Knuff & Co LLC 220.01%0.01%0.01%Q2 2023Q3 20232
FACTORY MUTUAL INSURANCE CO 220.21%0.24%0.27%Q2 2020Q3 20202
Abacus Wealth Partners, LLC 220.08%0.08%0.08%Q3 2021Q4 20212
LFA - Lugano Financial Advisors SA 220.00%0.02%0.03%Q2 2023Q3 20232
BECK CAPITAL MANAGEMENT, LLC 220.18%0.19%0.19%Q2 2023Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.06%0.07%0.08%Q4 2021Q1 20222
First International Bank & Trust 220.10%0.10%0.10%Q4 2021Q1 20222
FIRST MERCHANTS CORP 220.02%0.02%0.02%Q2 2020Q3 20202
Venturi Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
National Mutual Insurance Federation of Agricultural Cooperatives 220.01%0.01%0.01%Q2 2020Q3 20202
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
Capstone Financial Group, Inc. 220.04%0.05%0.05%Q2 2020Q3 20202
AJO, LP 220.21%0.29%0.36%Q3 2020Q4 20202
AlphaCore Capital LLC 220.05%0.06%0.06%Q2 2023Q3 20232
CORNERCAP INVESTMENT COUNSEL INC 220.05%0.06%0.07%Q2 2020Q3 20202
10-15 ASSOCIATES, INC. 220.56%0.61%0.66%Q2 2020Q3 20202
Ameritas Investment Company, LLC 110.00%0.01%0.01%Q1 2020Q1 20212
GoalVest Advisory LLC 110.00%0.00%0.00%Q4 2020Q1 20222
Fortune Financial Advisors, LLC 220.26%0.27%0.29%Q2 2023Q3 20232
AMF Tjanstepension AB 220.32%0.44%0.56%Q2 2023Q3 20232
Palumbo Wealth Management LLC 110.53%0.55%0.56%Q4 2020Q3 20212
Stockman Wealth Management, Inc. 220.36%0.40%0.43%Q2 2020Q3 20202
Princeton Portfolio Strategies Group LLC 220.05%0.05%0.05%Q4 2020Q1 20212
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2020Q2 20212
SeaBridge Investment Advisors LLC 220.01%0.01%0.02%Q2 2020Q3 20202
ROCKY MOUNTAIN ADVISERS, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
tru Independence LLC 110.00%0.01%0.01%Q2 2020Q4 20202
Mach-1 Financial Group, LLC 220.24%0.28%0.31%Q2 2023Q3 20232
UNION SAVINGS BANK 220.03%0.03%0.04%Q2 2023Q3 20232
COHEN & STEERS, INC. 220.00%0.00%0.00%Q2 2020Q3 20202
CASTLE WEALTH MANAGEMENT LLC 220.02%0.02%0.02%Q2 2022Q3 20222
UniSuper Management Pty Ltd 220.00%0.00%0.00%Q2 2023Q3 20232
Strong Tower Advisory Services 220.58%0.60%0.63%Q3 2021Q4 20212
Creegan & Nassoura Financial Group, LLC 220.26%0.27%0.27%Q3 2020Q4 20202
Nemes Rush Group LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Stearns Financial Services Group 220.05%0.05%0.05%Q2 2020Q3 20202
OneAscent Wealth Management LLC 220.47%0.59%0.71%Q3 2021Q4 20212
Lafayette Investments 220.05%0.06%0.06%Q4 2021Q1 20222
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.03%0.03%0.03%Q2 2022Q3 20222
BRANDYWINE OAK PRIVATE WEALTH LLC 110.02%0.02%0.02%Q4 2021Q3 20232
INVESCO, LLC 220.21%0.22%0.23%Q2 2023Q3 20232
FARR MILLER & WASHINGTON LLC/DC 110.01%0.02%0.02%Q3 2020Q3 20212
Kalos Management, Inc. 220.18%0.24%0.29%Q1 2022Q2 20222
AFFINITY INVESTMENT ADVISORS, LLC 220.18%0.18%0.19%Q2 2023Q3 20232
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
CAXTON ASSOCIATES LP 110.13%0.13%0.14%Q4 2021Q2 20232
TRANSCEND CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q4 2022Q3 20232
APOGEM CAPITAL LLC 220.52%0.53%0.53%Q4 2020Q1 20212
COMMONS CAPITAL, LLC 220.21%0.22%0.23%Q4 2021Q1 20222
Cherry Tree Wealth Management, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2021Q3 20232
Semmax Financial Advisors Inc. 220.00%0.00%0.01%Q4 2020Q1 20212
Canton Hathaway, LLC 220.06%0.07%0.07%Q2 2023Q3 20232
Lido Advisors, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Strata Wealth Advisors, LLC 220.17%0.18%0.18%Q4 2022Q1 20232
Sandy Cove Advisors, LLC 220.03%0.03%0.03%Q4 2021Q1 20222
Financial Connections Group, Inc. 220.01%0.01%0.01%Q4 2022Q1 20232
Wealth Quarterback LLC 220.05%0.05%0.06%Q2 2021Q3 20212
CITIZENS FINANCIAL GROUP INC/RI 110.01%0.02%0.02%Q2 2020Q3 20232
Abbot Financial Management, Inc. 220.09%0.10%0.12%Q4 2020Q1 20212
BEL AIR INVESTMENT ADVISORS LLC 221.53%1.62%1.72%Q1 2021Q2 20212
Pine Valley Investments Ltd Liability Co 220.02%0.02%0.03%Q2 2023Q3 20232
OneAscent Financial Services LLC 220.40%0.42%0.44%Q3 2021Q4 20212
Canoe Financial LP 220.12%0.16%0.21%Q1 2023Q2 20232
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q3 20222
Ridgewood Investments LLC 220.03%0.05%0.07%Q1 2023Q2 20232
iA Global Asset Management Inc. 220.44%0.88%1.32%Q2 2023Q3 20232
UNITED FIRE GROUP INC 220.07%0.08%0.10%Q2 2020Q3 20202
BRASADA CAPITAL MANAGEMENT, LP 110.11%0.30%0.48%Q4 2021Q3 20232
ONTARIO TEACHERS PENSION PLAN BOARD 220.01%0.01%0.01%Q2 2023Q3 20232
WEALTHSOURCE PARTNERS, LLC 220.02%0.02%0.02%Q3 2021Q4 20212
BBVA USA 220.30%0.32%0.33%Q2 2021Q3 20212
GENERAL AMERICAN INVESTORS CO INC 220.61%0.69%0.77%Q2 2020Q3 20202
J.Safra Asset Management Corp 110.00%0.01%0.02%Q1 2022Q3 20222
CHILDRESS CAPITAL ADVISORS, LLC 110.01%0.06%0.11%Q4 2020Q3 20232
San Luis Wealth Advisors LLC 110.01%0.17%0.32%Q1 2022Q2 20232
Gateway Wealth Partners, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Trybe Capital Management LP 223.30%4.08%4.86%Q2 2023Q3 20232
KRS Capital Management, LLC 110.16%0.23%0.31%Q4 2021Q3 20232
TCWP LLC 220.04%0.04%0.05%Q4 2021Q1 20222
Destiny Wealth Partners, LLC 220.00%0.01%0.01%Q1 2022Q2 20222
Sabal Trust CO 220.10%0.11%0.12%Q2 2023Q3 20232
SHINE INVESTMENT ADVISORY SERVICES INC 220.02%0.02%0.02%Q2 2020Q3 20202
ETRADE Capital Management LLC 220.01%0.02%0.02%Q2 2020Q3 20202
Summit Global Investments 220.10%0.10%0.10%Q1 2023Q2 20232
Personal Capital Advisors Corp 220.00%0.00%0.00%Q4 2021Q1 20222
Covenant Multifamily Offices, LLC 220.04%0.04%0.04%Q2 2021Q3 20212
Procyon Advisors, LLC 110.02%0.02%0.03%Q2 2020Q3 20232
WRIGHT INVESTORS SERVICE INC 220.11%0.15%0.18%Q2 2022Q3 20222
Geller Advisors LLC 220.06%0.07%0.08%Q2 2023Q3 20232
CARLSON CAPITAL L P 220.49%0.64%0.79%Q2 2023Q3 20232
CAMG Solamere Management, LLC 220.13%0.15%0.17%Q2 2020Q3 20202
STEINBERG ASSET MANAGEMENT LLC 220.24%0.26%0.28%Q2 2023Q3 20232
Kidder Stephen W 220.07%0.08%0.08%Q2 2023Q3 20232
Laurel Wealth Planning LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Alpha Paradigm Partners, LLC 220.03%0.06%0.09%Q1 2021Q2 20212
Ziegler Capital Management, LLC 110.01%0.01%0.01%Q2 2022Q3 20232
Capital Asset Advisory Services LLC 110.01%0.02%0.02%Q4 2020Q3 20232
Bluefin Trading, LLC 110.06%0.06%0.06%Q2 2020Q2 20202
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 220.01%0.02%0.02%Q1 2021Q2 20212
Kathmere Capital Management, LLC 220.02%0.02%0.02%Q3 2020Q4 20202
KING LUTHER CAPITAL MANAGEMENT CORP 220.00%0.00%0.00%Q2 2021Q3 20212
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Perpetual Ltd 220.01%0.01%0.01%Q2 2020Q3 20202
First Affirmative Financial Network 220.19%0.19%0.20%Q3 2023Q4 20232
FAIRFIELD, BUSH & CO. 110.01%0.01%0.01%Q2 2022Q2 20232
NewSquare Capital LLC 220.00%0.00%0.00%Q2 2020Q3 20202
NICOLET BANKSHARES INC 220.06%0.06%0.06%Q2 2021Q3 20212
Herold Advisors, Inc. 110.03%0.04%0.04%Q3 2021Q1 20222
Quantbot Technologies LP 110.01%0.04%0.06%Q2 2020Q2 20222
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 220.16%0.18%0.20%Q2 2020Q3 20202
Madison Wealth Partners, Inc 110.10%0.10%0.10%Q4 2021Q3 20232
AIA Investment Management Private Ltd 220.01%0.02%0.02%Q2 2020Q3 20202
Clark Capital Management Group, Inc. 220.39%0.46%0.54%Q4 2022Q1 20232
Cedar Wealth Management, LLC 220.08%0.10%0.13%Q2 2023Q3 20232
First Allied Advisory Services, Inc. 220.01%0.01%0.01%Q2 2020Q3 20202
Weaver Consulting Group 220.03%0.04%0.05%Q2 2020Q3 20202
Financial Advisors, LLC 220.06%0.07%0.07%Q3 2021Q4 20212
Capital Bank & Trust Co 220.24%0.42%0.60%Q1 2021Q2 20212
Spearhead Capital Advisors, LLC 220.05%0.22%0.38%Q2 2022Q3 20222
Wealthspire Advisors, L.P. 220.01%0.01%0.02%Q2 2020Q3 20202
Ford Financial Group, LLC 110.01%0.01%0.02%Q2 2021Q4 20212
PAYDEN & RYGEL 221.06%1.09%1.13%Q1 2023Q2 20232
Meristem Family Wealth, LLC 220.02%0.02%0.02%Q3 2021Q4 20212
Gladstone Institutional Advisory LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Cyrus J. Lawrence, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Private Advisory Group LLC 220.05%0.05%0.05%Q3 2021Q4 20212
Csenge Advisory Group 220.03%0.03%0.03%Q4 2022Q1 20232
Miracle Mile Advisors, LLC 110.01%0.01%0.02%Q2 2020Q3 20232
SCHRODERS IS Ltd 220.10%0.12%0.15%Q1 2022Q2 20222
Altshuler Shaham Ltd 110.00%0.00%0.01%Q4 2020Q3 20212
CGC Financial Services, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
McCarthy Grittinger Financial Group, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Quantitative Systematic Strategies LLC 220.07%0.09%0.10%Q3 2020Q4 20202
Inscription Capital, LLC 110.15%0.17%0.19%Q2 2021Q2 20222
Keebeck Wealth Management, LLC 220.03%0.04%0.04%Q2 2021Q3 20212
Red Door Wealth Management, LLC 110.02%0.03%0.03%Q2 2020Q2 20212
Junto Capital Management LP 110.88%0.94%1.00%Q3 2021Q2 20222
Karp Capital Management Corp 220.04%0.04%0.04%Q2 2021Q3 20212
Three Peaks Capital Management, LLC 220.55%0.71%0.87%Q2 2021Q3 20212
SOMERVILLE KURT F 220.07%0.13%0.18%Q2 2020Q3 20202
FIRST NATIONAL BANK OF OMAHA 220.01%0.03%0.05%Q2 2020Q3 20202
Syntal Capital Partners, LLC 220.61%0.62%0.62%Q1 2021Q2 20212
HORIZON BANCORP INC /IN/ 220.01%0.01%0.02%Q2 2020Q3 20202
Retirement Planning Co of New England, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Landmark Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Baader Bank Aktiengesellschaft 110.04%0.04%0.04%Q1 2023Q1 20231
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
PCA Investment Advisory Services Inc. 110.03%0.03%0.03%Q2 2023Q2 20231
CHIRON CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Financial Architects, Inc 110.00%0.00%0.00%Q2 2020Q2 20201
Confluence Wealth Services, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
Optiver Holding B.V. 110.00%0.00%0.00%Q3 2023Q3 20231
BAKER TILLY WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Robinson Value Management, Ltd. 110.01%0.01%0.01%Q3 2021Q3 20211
Southeastern Asset Management 114.92%4.92%4.92%Q2 2020Q2 20201
CFO4Life, L.P. 110.10%0.10%0.10%Q4 2022Q4 20221
Ramirez Asset Management, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Nordwand Advisors, LLC 110.57%0.57%0.57%Q4 2022Q4 20221
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Voleon Capital Management LP 1128.19%28.19%28.19%Q3 2021Q3 20211
Sagefield Capital LP 111.55%1.55%1.55%Q3 2023Q3 20231
Richard C. Young & CO., LTD. 110.15%0.15%0.15%Q2 2020Q2 20201
Houlihan Financial Resource Group, Ltd. 110.01%0.01%0.01%Q3 2020Q3 20201
IndexIQ Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Birchcreek Wealth Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
TRUEWEALTH LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Trust Investment Advisors 110.22%0.22%0.22%Q3 2023Q3 20231
IMC-Chicago, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CPA Asset Management LLC 110.14%0.14%0.14%Q3 2023Q3 20231
MFA WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Indiana Trust & Investment Management CO 110.03%0.03%0.03%Q3 2023Q3 20231
Cornerstone Advisory, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Premier Fund Managers Ltd 110.27%0.27%0.27%Q4 2020Q4 20201
HighTower Trust Company, N.A. 110.03%0.03%0.03%Q4 2021Q4 20211
ISTHMUS PARTNERS, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Raleigh Capital Management Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
RVW Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
CAHILL FINANCIAL ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20211
Circle Wealth Management, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Pinnacle Wealth Advisors 110.01%0.01%0.01%Q2 2021Q2 20211
PBMares Wealth Management LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Migdal Insurance & Financial Holdings Ltd. 110.00%0.00%0.00%Q2 2020Q2 20201
Braun-Bostich & Associates Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
LITTLE HOUSE CAPITAL LLC 110.26%0.26%0.26%Q3 2023Q3 20231
PFG Investments, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
AXQ CAPITAL, LP 110.26%0.26%0.26%Q1 2023Q1 20231
Counterpoint Mutual Funds LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Pictet Asset Management Holding SA 110.31%0.31%0.31%Q3 2023Q3 20231
OFI INVEST ASSET MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
MQS Management LLC 110.57%0.57%0.57%Q3 2022Q3 20221
Malaga Cove Capital, LLC 110.34%0.34%0.34%Q2 2020Q2 20201
VisionPoint Advisory Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Greenland Capital Management LP 110.11%0.11%0.11%Q3 2023Q3 20231
IFS Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
THOROUGHBRED FINANCIAL SERVICES, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Albar Capital Ltd 113.55%3.55%3.55%Q3 2020Q3 20201
HoyleCohen, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Granite Bay Wealth Management, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
FREEDOM WEALTH ALLIANCE, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
WASHINGTON CAPITAL MANAGEMENT, INC 110.41%0.41%0.41%Q2 2023Q2 20231
Horan Capital Advisors, LLC. 110.01%0.01%0.01%Q3 2020Q3 20201
Grant Street Asset Management, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Cedar Brook Financial Partners, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Empyrean Capital Partners, LP 111.77%1.77%1.77%Q2 2020Q2 20201
TCW GROUP INC 110.05%0.05%0.05%Q2 2021Q2 20211
Briaud Financial Planning, Inc 110.02%0.02%0.02%Q3 2023Q3 20231
ISLAY CAPITAL MANAGEMENT, LLC 110.11%0.11%0.11%Q2 2021Q2 20211
PAYDEN & RYGEL INVESTMENT GROUP 111.20%1.20%1.20%Q3 2023Q3 20231
Ameliora Wealth Management Ltd. 110.02%0.02%0.02%Q3 2022Q3 20221
Amplius Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Brand Asset Management Group, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
INVERNESS COUNSEL LLC /NY/ 110.01%0.01%0.01%Q2 2020Q2 20201
Cordatus Wealth Management LLC 110.40%0.40%0.40%Q4 2020Q4 20201
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
JACOBS LEVY EQUITY MANAGEMENT, INC 110.01%0.01%0.01%Q3 2021Q3 20211
Slow Capital, Inc. 110.02%0.02%0.02%Q3 2020Q3 20201
Atika Capital Management LLC 110.65%0.65%0.65%Q3 2020Q3 20201
Chimera Capital Management LLC 110.23%0.23%0.23%Q4 2022Q4 20221
Henrickson Nauta Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Townsend & Associates, Inc 110.06%0.06%0.06%Q2 2023Q2 20231
PACIFIC FINANCIAL GROUP INC 110.00%0.00%0.00%Q3 2020Q3 20201
FSM Wealth Advisors, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
ACG Wealth 110.02%0.02%0.02%Q2 2022Q2 20221
Abundance Wealth Counselors 110.00%0.00%0.00%Q1 2021Q1 20211
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 110.12%0.12%0.12%Q1 2023Q1 20231
Kinloch Capital, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 111.52%1.52%1.52%Q1 2022Q1 20221
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Aaron Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
PNC Managed Account Solutions, Inc. 110.05%0.05%0.05%Q2 2021Q2 20211
Castle Financial & Retirement Planning Associates, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
FNY Investment Advisers, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
BAR HARBOR TRUST SERVICES 110.00%0.00%0.00%Q2 2022Q2 20221
SYON CAPITAL LLC 110.04%0.04%0.04%Q3 2023Q3 20231
HIGH POINTE CAPITAL MANAGEMENT LLC 110.40%0.40%0.40%Q2 2020Q2 20201
Flaharty Asset Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SCHAFER CULLEN CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q4 2020Q4 20201
MANA Advisors LLC 111.28%1.28%1.28%Q3 2020Q3 20201
MARINO, STRAM & ASSOCIATES LLC 110.11%0.11%0.11%Q2 2021Q2 20211
Intellectus Partners, LLC 110.24%0.24%0.24%Q2 2023Q2 20231
RBA Wealth Management, LLC 110.06%0.06%0.06%Q1 2021Q1 20211
PRW Wealth Management LLC 110.91%0.91%0.91%Q2 2021Q2 20211
F3Logic, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Carmel Capital Partners, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
James Reed Financial Services, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
ALLSTATE INVESTMENT MANAGEMENT CO 110.05%0.05%0.05%Q4 2022Q4 20221
Precision Wealth Strategies, LLC 110.38%0.38%0.38%Q3 2023Q3 20231
Massachusetts Wealth Management 110.22%0.22%0.22%Q3 2023Q3 20231
AGF MANAGEMENT LTD 110.00%0.00%0.00%Q1 2023Q1 20231
Navis Wealth Advisors, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 110.00%0.00%0.00%Q2 2020Q2 20201
BRR OpCo, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Diversified, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Keel Point, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Vident Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Vinva Investment Management Ltd 110.10%0.10%0.10%Q1 2023Q1 20231
Quinn Opportunity Partners LLC 110.16%0.16%0.16%Q2 2020Q2 20201
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Paragon Wealth Strategies, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
ETF MANAGERS GROUP, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Knowledge Leaders Capital, LLC 111.43%1.43%1.43%Q3 2023Q3 20231
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
WT Wealth Management 110.15%0.15%0.15%Q3 2020Q3 20201
Broderick Brian C 110.27%0.27%0.27%Q2 2020Q2 20201
BAINCO INTERNATIONAL INVESTORS 110.00%0.00%0.00%Q4 2020Q4 20201
Capital Advantage, Inc. 110.06%0.06%0.06%Q1 2021Q1 20211
Lombard Odier Asset Management (USA) Corp 110.14%0.14%0.14%Q2 2020Q2 20201
Shore Point Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Saturna Capital CORP 110.04%0.04%0.04%Q1 2020Q1 20201
Machina Capital S.A.S. 110.62%0.62%0.62%Q1 2022Q1 20221
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Holistic Financial Partners 110.18%0.18%0.18%Q3 2023Q3 20231
WBI INVESTMENTS, LLC 110.73%0.73%0.73%Q3 2023Q3 20231
UBS OCONNOR LLC 110.16%0.16%0.16%Q1 2021Q1 20211
Weiss Asset Management LP 110.43%0.43%0.43%Q1 2023Q1 20231
SG3 Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
QRG CAPITAL MANAGEMENT, INC. 110.05%0.05%0.05%Q3 2023Q3 20231
JAMES INVESTMENT RESEARCH INC 110.01%0.01%0.01%Q1 2023Q1 20231
Friedenthal Financial 110.52%0.52%0.52%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Worth Financial Advisory Group, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Americana Partners, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Schechter Investment Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
MBB PUBLIC MARKETS I LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Prostatis Group LLC 110.07%0.07%0.07%Q2 2023Q2 20231
WEXFORD CAPITAL LP 110.11%0.11%0.11%Q2 2023Q2 20231
Anfield Capital Management, LLC 110.07%0.07%0.07%Q2 2021Q2 20211
Affiance Financial, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MISSION WEALTH MANAGEMENT, LP 110.01%0.01%0.01%Q3 2023Q3 20231
Krilogy Financial LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Qsemble Capital Management, LP 110.29%0.29%0.29%Q4 2022Q4 20221
Heritage Financial Services, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Menard Financial Group LLC 110.23%0.23%0.23%Q4 2021Q4 20211
HARTLINE INVESTMENT CORP/ 110.04%0.04%0.04%Q3 2023Q3 20231
Total Clarity Wealth Management, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
Engrave Wealth Partners LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Modus Advisors, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Pinnacle Family Advisors, LLC 110.10%0.10%0.10%Q3 2021Q3 20211
Headlands Technologies LLC 110.03%0.03%0.03%Q3 2023Q3 20231
BOURGEON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q2 2020Q2 20201
SHERBROOKE PARK ADVISERS LLC 110.22%0.22%0.22%Q2 2023Q2 20231
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
Private Capital Advisors, Inc. 110.94%0.94%0.94%Q3 2023Q3 20231
BluePath Capital Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Summit X, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
WIPFLI FINANCIAL ADVISORS LLC, 110.02%0.02%0.02%Q3 2022Q3 20221
Stiles Financial Services Inc 110.10%0.10%0.10%Q4 2021Q4 20211
Comprehensive Financial Consultants Institutional, Inc. 110.08%0.08%0.08%Q4 2021Q4 20211
DILLON & ASSOCIATES INC 110.07%0.07%0.07%Q2 2020Q2 20201
BOGLE INVESTMENT MANAGEMENT L P /DE/ 110.43%0.43%0.43%Q2 2020Q2 20201
One Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Phocas Financial Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Kemper Corp Master Retirement Trust 110.08%0.08%0.08%Q1 2020Q1 20201
Reby Advisors, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
PROVENCE WEALTH MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
Weil Company, Inc. 110.13%0.13%0.13%Q1 2022Q1 20221
AGF Investments LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Merlin Capital, Inc 110.67%0.67%0.67%Q4 2021Q4 20211
ANGELES WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
MGO ONE SEVEN LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Cornerstone Advisors, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Claret Asset Management Corp 110.03%0.03%0.03%Q2 2021Q2 20211
Intrua Financial, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Shay Capital LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Arcus Capital Partners, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Merrion Investment Management Co, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Firsthand Capital Management, Inc. 110.06%0.06%0.06%Q2 2023Q2 20231
Signet Investment Advisory Group, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
MIRABELLA FINANCIAL SERVICES LLP 110.04%0.04%0.04%Q3 2022Q3 20221
MinichMacGregor Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
ZEKE CAPITAL ADVISORS, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
York Capital Management Global Advisors, LLC 110.22%0.22%0.22%Q2 2021Q2 20211
Vest Financial, LLC 111.56%1.56%1.56%Q4 2020Q4 20201
PDS Planning, Inc 110.03%0.03%0.03%Q3 2023Q3 20231
Diametric Capital, LP 110.13%0.13%0.13%Q3 2022Q3 20221
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Belmont Capital, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Regent Peak Wealth Advisors LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Urban Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
STEVENS CAPITAL MANAGEMENT LP 110.13%0.13%0.13%Q3 2023Q3 20231
ARGI Investment Services, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
NEOS Investment Management LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Parisi Gray Wealth Management 110.03%0.03%0.03%Q2 2021Q2 20211
COWEN AND COMPANY, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
55I, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Redwood Investment Management, LLC 110.20%0.20%0.20%Q2 2022Q2 20221
Donoghue Forlines LLC 110.16%0.16%0.16%Q1 2022Q1 20221
Draper Asset Management, LLC 110.40%0.40%0.40%Q2 2022Q2 20221
Richwood Investment Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Aquatic Capital Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
PFS INVESTMENTS INC. 110.02%0.02%0.02%Q2 2020Q2 20201
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 110.00%0.00%0.00%Q2 2020Q2 20201
Portolan Capital Management 110.26%0.26%0.26%Q3 2023Q3 20231
First Capital Advisors Group, LLC. 110.04%0.04%0.04%Q2 2023Q2 20231
Robbins Farley 110.00%0.00%0.00%Q3 2021Q3 20211
Peregrine Asset Advisers, Inc. 111.03%1.03%1.03%Q1 2021Q1 20211
Oliver Luxxe Assets LLC 110.16%0.16%0.16%Q1 2020Q1 20201
Mystic Asset Management, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Pinnacle Holdings, LLC 110.20%0.20%0.20%Q2 2020Q2 20201
Hiddenite Capital Partners LP 111.85%1.85%1.85%Q3 2023Q3 20231
Valued Wealth Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
CFM WEALTH PARTNERS LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Almanack Investment Partners, LLC. 110.01%0.01%0.01%Q3 2022Q3 20221
Richard Bernstein Advisors LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Welch Group, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
CIDEL ASSET MANAGEMENT INC 110.01%0.01%0.01%Q3 2023Q3 20231
FOUNDERS FINANCIAL SECURITIES LLC 110.04%0.04%0.04%Q3 2023Q3 20231
FSB PREMIER WEALTH MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Davis Capital Management 110.01%0.01%0.01%Q2 2020Q2 20201
Ironwood Investment Counsel, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Hudson Value Partners, LLC 110.19%0.19%0.19%Q4 2020Q4 20201
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
MIDDLETON & CO INC/MA 110.07%0.07%0.07%Q2 2020Q2 20201
Harbor Advisors LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Scissortail Wealth Management, LLC 110.21%0.21%0.21%Q4 2022Q4 20221
Forge First Asset Management Inc. 113.67%3.67%3.67%Q1 2023Q1 20231
Duquesne Family Office 110.46%0.46%0.46%Q3 2022Q3 20221
Providence First Trust Co 110.00%0.00%0.00%Q3 2022Q3 20221
TIAA TRUST, NATIONAL ASSOCIATION 110.01%0.01%0.01%Q3 2023Q3 20231
TAP Consulting, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
EA Series Trust 110.07%0.07%0.07%Q2 2023Q2 20231
Sessa Capital IM, L.P. 110.25%0.25%0.25%Q2 2020Q2 20201
Greenhouse Wealth Management, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
Taylor Hoffman Wealth Management 110.02%0.02%0.02%Q2 2020Q2 20201
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
JCIC Asset Management Inc. 110.01%0.01%0.01%Q3 2020Q3 20201
SYNTAX RESEARCH, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
BNC WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Grandview Asset Management LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Lenox Wealth Management, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Shorepoint Capital Partners LLC 110.33%0.33%0.33%Q2 2020Q2 20201
STAPP WEALTH MANAGEMENT, PLLC 110.00%0.00%0.00%Q3 2022Q3 20221
Gerber Kawasaki Wealth & Investment Management 110.01%0.01%0.01%Q3 2021Q3 20211
MADDEN SECURITIES Corp 110.03%0.03%0.03%Q4 2022Q4 20221
Hemenway Trust Co LLC 110.07%0.07%0.07%Q2 2020Q2 20201
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
RB Capital Management, LLC 110.10%0.10%0.10%Q2 2022Q2 20221
MARATHON CAPITAL MANAGEMENT 110.05%0.05%0.05%Q3 2023Q3 20231
CARDEROCK CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q3 2021Q3 20211
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Fortis Capital Advisors, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Ally Financial Inc. 110.11%0.11%0.11%Q2 2020Q2 20201
WHITEBOX ADVISORS LLC 110.38%0.38%0.38%Q2 2020Q2 20201
Masso Torrence Wealth Management Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Inspire Investing, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Capstone Triton Financial Group, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
BOULDER HILL CAPITAL MANAGEMENT LP 110.77%0.77%0.77%Q2 2023Q2 20231
BARROW HANLEY MEWHINNEY & STRAUSS LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Widmann Financial Services, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
National Wealth Management Group, LLC 110.48%0.48%0.48%Q2 2023Q2 20231
1776 Wealth LLC 110.02%0.02%0.02%Q2 2020Q2 20201
First Farmers & Merchants Bank / Trust 110.21%0.21%0.21%Q4 2021Q4 20211
CARL STUART INVESTMENT ADVISOR, INC 110.06%0.06%0.06%Q1 2022Q1 20221
Elequin Capital, LP 110.01%0.01%0.01%Q4 2022Q4 20221
HNP Capital LLC 110.12%0.12%0.12%Q1 2020Q1 20201
ALBION FINANCIAL GROUP /UT 110.00%0.00%0.00%Q2 2023Q2 20231
DORCHESTER WEALTH MANAGEMENT Co 110.07%0.07%0.07%Q2 2020Q2 20201
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Rothschild & Co Wealth Management UK Ltd 110.00%0.00%0.00%Q2 2020Q2 20201
MITCHELL SINKLER & STARR/PA 110.07%0.07%0.07%Q3 2023Q3 20231
JEPPSON WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
A. D. Beadell Investment Counsel, Inc. 110.26%0.26%0.26%Q3 2020Q3 20201
CATALYST PRIVATE WEALTH, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Provident Wealth Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Consolidated Planning Corp 110.00%0.00%0.00%Q3 2021Q3 20211
Amalgamated Financial Corp. 110.08%0.08%0.08%Q1 2022Q1 20221
Paragon Capital Management Ltd 110.01%0.01%0.01%Q4 2021Q4 20211
PACES FERRY WEALTH ADVISORS, LLC 110.08%0.08%0.08%Q3 2020Q3 20201
Your Advocates Ltd., LLP 110.00%0.00%0.00%Q2 2020Q2 20201
Leibman Financial Services, Inc. 110.18%0.18%0.18%Q4 2023Q4 20231
WealthShield Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Cranbrook Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CM WEALTH ADVISORS LLC 110.12%0.12%0.12%Q1 2023Q1 20231
MARSICO CAPITAL MANAGEMENT LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
OPTIONS SOLUTIONS, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
SBK Financial, Inc. 110.09%0.09%0.09%Q4 2021Q4 20211
Anomaly Capital Management, LP 111.98%1.98%1.98%Q1 2021Q1 20211
Arnhold LLC 110.32%0.32%0.32%Q2 2020Q2 20201
Altus Wealth Group LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Advisors Capital Management, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Natixis Investment Managers International 110.00%0.00%0.00%Q1 2022Q1 20221
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.01%0.01%0.01%Q3 2020Q3 20201
Cubic Asset Management, LLC 110.29%0.29%0.29%Q2 2020Q2 20201
Financial Insights, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
SIGNET FINANCIAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
ROGCO, LP 110.00%0.00%0.00%Q3 2023Q3 20231
Avalon Trust Co 110.00%0.00%0.00%Q2 2023Q2 20231
Interchange Capital Partners, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Impala Asset Management LLC 110.26%0.26%0.26%Q2 2020Q2 20201
Sather Financial Group Inc 110.10%0.10%0.10%Q4 2022Q4 20221
C WorldWide Group Holding A/S 113.56%3.56%3.56%Q3 2023Q3 20231
Callan Family Office, LLC 110.12%0.12%0.12%Q1 2023Q1 20231
Personal Wealth Partners 110.01%0.01%0.01%Q2 2021Q2 20211
Watson Rebecca 110.04%0.04%0.04%Q2 2020Q2 20201
St. Johns Investment Management Company, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
DRAVO BAY LLC 110.04%0.04%0.04%Q1 2022Q1 20221
External links

This page lists all the filers that currently own CARRIER GLOBAL CORPORATION or have owned CARRIER GLOBAL CORPORATION in the past.