CEDAR FAIR L P shareholder history

Current and past CEDAR FAIR L P shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.01%Q2 2013Q3 2023110
Citadel Advisors 2910.00%0.00%0.00%Q3 2013Q3 202383
BARCLAYS PLC 42420.00%0.01%0.09%Q2 2013Q3 202380
CITIGROUP INC 42420.00%0.01%0.09%Q2 2013Q3 202377
Cutler Group LLC / CA 1910.00%0.01%0.12%Q4 2015Q1 202360
HUNTINGTON NATIONAL BANK 36200.00%0.01%0.01%Q1 2009Q3 202356
WOLVERINE TRADING, LLC 1010.00%0.00%0.01%Q2 2016Q1 202350
GOLDMAN SACHS GROUP INC 4240.00%0.02%0.06%Q1 2012Q3 202348
UBS Group AG 36360.00%0.01%0.03%Q4 2014Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.01%0.03%0.05%Q4 2012Q3 202344
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.02%Q2 2013Q3 202343
ROYAL BANK OF CANADA 42420.00%0.01%0.04%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.01%Q2 2013Q3 202342
Aull & Monroe Investment Management Corp 42420.69%1.67%2.62%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.00%0.01%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.01%0.01%0.02%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.05%0.30%0.59%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.02%0.05%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.01%0.03%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
DELTA ASSET MANAGEMENT LLC/TN 42420.04%0.11%0.17%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.00%0.01%0.02%Q2 2013Q3 202342
SCHULHOFF & CO INC 42420.42%0.82%1.16%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
GLENMEDE TRUST CO NA 42420.01%0.01%0.03%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 3740.00%0.01%0.03%Q2 2013Q3 202341
Creative Planning 1880.00%0.00%0.01%Q2 2013Q3 202341
Focused Wealth Management, Inc 41410.00%0.00%0.01%Q3 2013Q3 202341
Capital Advisors, Ltd. LLC 40400.00%0.05%0.15%Q4 2013Q3 202340
Cambridge Investment Research Advisors, Inc. 40400.00%0.01%0.02%Q4 2013Q3 202340
Cranbrook Wealth Management, LLC 40400.01%0.02%0.04%Q4 2013Q3 202340
BLAIR WILLIAM & CO/IL 2510.00%0.00%0.01%Q2 2013Q3 202340
BARD ASSOCIATES INC 39390.14%0.54%1.12%Q2 2013Q4 202239
ENVESTNET ASSET MANAGEMENT INC 2150.00%0.00%0.00%Q2 2013Q3 202338
STIFEL FINANCIAL CORP 38380.00%0.03%0.08%Q2 2014Q3 202338
OPPENHEIMER & CO INC 38380.01%0.05%0.14%Q2 2013Q3 202238
M&R CAPITAL MANAGEMENT INC 38380.01%0.08%0.13%Q2 2013Q3 202238
ING GROEP NV 2020.01%0.59%1.95%Q1 2013Q3 202338
STOCK YARDS BANK & TRUST CO 37370.01%0.04%0.06%Q4 2013Q4 202237
FMR LLC 2910.00%0.01%0.04%Q2 2013Q1 202337
Carnegie Capital Asset Management, LLC 2980.01%0.49%1.35%Q2 2013Q3 202337
NICHOLAS COMPANY, INC. 36360.00%0.07%0.20%Q4 2014Q3 202336
DEUTSCHE BANK AG\ 26100.00%0.01%0.02%Q3 2013Q4 202236
Glenview Trust Co 1410.01%0.04%0.09%Q4 2008Q3 202335
1832 Asset Management L.P. 35350.00%0.01%0.08%Q4 2014Q2 202335
Bank of New York Mellon Corp 1630.00%0.00%0.00%Q2 2013Q3 202335
US BANCORP \DE\ 3410.00%0.00%0.01%Q2 2013Q4 202235
JANE STREET GROUP, LLC 910.00%0.00%0.01%Q2 2015Q3 202335
Private Advisor Group, LLC 24100.01%0.03%0.05%Q4 2013Q3 202234
AMERIPRISE FINANCIAL INC 2770.00%0.00%0.01%Q2 2013Q1 202234
BANK OF MONTREAL /CAN/ 2610.00%0.01%0.04%Q2 2014Q2 202334
Winfield Associates, Inc. 34340.08%0.67%1.31%Q4 2013Q1 202234
Stratos Wealth Partners, LTD. 3310.01%0.03%0.07%Q1 2015Q3 202334
AMUNDI ASSET MANAGEMENT US, INC. 3210.02%0.10%0.17%Q4 2012Q1 202133
Raymond James Financial Services Advisors, Inc. 32320.00%0.00%0.01%Q4 2015Q3 202332
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 32320.00%0.01%0.02%Q2 2013Q1 202132
CREDIT SUISSE AG/ 1930.00%0.03%0.09%Q1 2013Q3 202232
Barnett & Company, Inc. 31310.51%1.40%2.06%Q2 2013Q4 202031
PEAK6 Group LLC 820.00%0.00%0.05%Q2 2013Q2 201831
IFP Advisors, Inc 1710.00%0.01%0.02%Q4 2015Q3 202329
SEI INVESTMENTS CO 29290.00%0.00%0.01%Q3 2016Q3 202329
Parallax Volatility Advisers, L.P. 810.00%0.00%0.01%Q2 2014Q1 202328
Plante Moran Financial Advisors, LLC 2010.00%0.01%0.01%Q3 2013Q2 202228
Overbrook Management Corp 28280.48%5.12%7.42%Q2 2013Q1 202028
Avenir Corp 28280.18%0.44%0.64%Q2 2013Q1 202028
THRIVENT FINANCIAL FOR LUTHERANS 14140.02%0.08%0.15%Q1 2015Q3 202328
Invesco Ltd. 1510.00%0.01%0.02%Q2 2013Q3 202228
WEDBUSH SECURITIES INC 17110.02%0.06%0.14%Q4 2015Q3 202328
Advisors Capital Management, LLC 27270.14%0.31%0.60%Q2 2013Q4 201927
BAHL & GAYNOR INC 27270.00%0.01%0.01%Q2 2013Q4 201927
Cannell & Co. 27270.01%1.02%3.08%Q2 2013Q4 201927
CRAWFORD INVESTMENT COUNSEL INC 27270.01%0.01%0.02%Q2 2013Q4 201927
Azimuth Capital Management LLC 27270.09%0.20%0.30%Q4 2013Q2 202027
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2430.00%0.00%0.00%Q3 2013Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.02%Q2 2013Q4 201927
FIRST MANHATTAN CO. LLC. 27270.00%0.00%0.00%Q1 2017Q3 202327
Renaissance Technologies 1790.00%0.01%0.05%Q2 2013Q4 201926
NORTHERN TRUST CORP 1140.00%0.00%0.00%Q3 2014Q4 202126
BOSTON ADVISORS LLC 26260.02%0.09%0.39%Q2 2013Q3 201926
Tower Research Capital LLC (TRC) 910.00%0.00%0.04%Q1 2014Q3 202326
Hollow Brook Wealth Management LLC 26261.87%5.84%9.32%Q2 2013Q3 201926
GSA CAPITAL PARTNERS LLP 1910.03%0.09%0.27%Q2 2013Q2 202126
KORNITZER CAPITAL MANAGEMENT INC /KS 2150.00%0.01%0.01%Q4 2014Q4 202126
NEXT Financial Group, Inc 1420.00%0.00%0.01%Q2 2014Q4 202126
North Star Investment Management Corp. 13130.00%0.01%0.07%Q1 2016Q3 202226
BNP PARIBAS FINANCIAL MARKETS 1350.00%0.01%0.04%Q2 2013Q3 202326
Clearstead Trust, LLC 1410.00%0.51%1.31%Q4 2016Q3 202325
HighTower Advisors, LLC 1870.00%0.00%0.02%Q3 2016Q3 202325
PEAK6 Investments LLC 710.00%0.01%0.02%Q3 2018Q2 202225
Geneos Wealth Management Inc. 24240.00%0.00%0.01%Q1 2016Q4 202124
Capital Research Global Investors 24240.02%0.04%0.07%Q1 2014Q4 201924
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
PRIVATE TRUST CO NA 1770.00%0.10%0.16%Q1 2013Q1 201924
WealthTrust Fairport, LLC 24240.03%0.05%0.09%Q2 2013Q1 201924
CI INVESTMENTS INC. 24240.00%0.08%0.22%Q4 2017Q3 202324
PIN OAK INVESTMENT ADVISORS INC 24240.26%0.40%0.52%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.03%0.10%Q4 2017Q3 202324
Gs Investments, Inc. 1310.00%0.00%0.01%Q2 2017Q3 202323
Allianz Asset Management GmbH 1940.00%0.01%0.03%Q2 2013Q4 201923
Walleye Trading LLC 610.00%0.00%0.01%Q3 2015Q1 202323
Belpointe Asset Management LLC 23230.01%0.06%0.13%Q3 2017Q1 202323
HL FINANCIAL SERVICES LLC 2030.01%0.01%0.02%Q2 2013Q1 201923
SIMPLEX TRADING, LLC 910.00%0.00%0.02%Q1 2015Q3 202323
Brookstone Capital Management 2120.00%0.02%0.04%Q2 2015Q4 202123
GenWealth Group, Inc. 12110.07%0.14%0.31%Q2 2017Q3 202323
Global Retirement Partners, LLC 1410.00%0.01%0.04%Q2 2017Q3 202322
MAI Capital Management 1660.01%0.02%0.03%Q3 2016Q3 202322
Trafelet Capital Management, L.P. 22223.58%13.81%24.77%Q2 2013Q3 201822
Segment Wealth Management, LLC 22220.10%0.18%0.22%Q2 2013Q3 201822
BlackRock Inc. 1570.00%0.00%0.00%Q1 2017Q3 202222
HALL LAURIE J TRUSTEE 1390.02%0.03%0.05%Q4 2017Q3 202322
Steward Partners Investment Advisory, LLC 1830.00%0.00%0.01%Q1 2018Q3 202321
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 21210.00%0.00%0.01%Q2 2013Q2 201821
PECAUT & CO. 21210.22%0.32%0.39%Q4 2013Q4 201821
TOCQUEVILLE ASSET MANAGEMENT L.P. 21210.00%0.00%0.01%Q2 2013Q2 201821
STATE OF WISCONSIN INVESTMENT BOARD 21210.02%0.02%0.04%Q3 2018Q3 202321
CLIFFORD SWAN INVESTMENT COUNSEL LLC 21210.01%0.03%0.04%Q2 2013Q2 201821
NAPLES GLOBAL ADVISORS, LLC 21210.03%0.24%0.40%Q1 2016Q1 202121
Chesley Taft & Associates LLC 21210.03%0.05%0.07%Q2 2013Q2 201821
WHITTIER TRUST CO 21210.00%0.00%0.01%Q3 2018Q3 202321
MCKINLEY CAPITAL MANAGEMENT LLC 21210.02%0.07%0.13%Q3 2014Q3 201921
Aureus Asset Management, LLC 21211.52%2.24%2.68%Q2 2013Q2 201821
MANUFACTURERS LIFE INSURANCE COMPANY, THE 21210.00%0.00%0.00%Q2 2013Q2 201821
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
OLD NATIONAL BANCORP /IN/ 20200.01%0.06%0.08%Q3 2015Q2 202020
AlphaMark Advisors, LLC 20200.01%0.01%0.02%Q2 2013Q1 201820
Willingdon Wealth Management 20200.00%0.33%1.04%Q2 2015Q1 202020
Clearstead Advisors, LLC 20200.01%0.02%0.09%Q4 2018Q3 202320
J.P. Morgan Private Wealth Advisors LLC 920.00%0.00%0.01%Q3 2015Q3 202320
Sargent Investment Group, LLC 20200.10%0.15%0.24%Q4 2018Q3 202320
CWM, LLC 1110.00%0.00%0.00%Q3 2017Q3 202320
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 1280.14%0.19%0.26%Q4 2015Q4 202020
American Portfolios Advisors 20200.00%0.01%0.03%Q4 2017Q3 202220
CULLEN/FROST BANKERS, INC. 19190.00%0.00%0.00%Q1 2019Q3 202319
TRUSTCORE FINANCIAL SERVICES, LLC 1140.00%0.01%0.02%Q4 2017Q4 202219
Sequoia Financial Advisors, LLC 1120.00%0.03%0.06%Q3 2017Q2 202319
Waratah Capital Advisors Ltd. 14140.04%1.62%6.46%Q2 2020Q3 202319
Janney Montgomery Scott LLC 810.00%0.00%0.01%Q2 2016Q1 202319
Ancora Advisors LLC 1610.00%0.00%0.01%Q4 2016Q3 202319
NATIXIS 1540.01%0.21%0.71%Q4 2018Q3 202319
Advisory Services Network, LLC 1310.00%0.01%0.02%Q1 2017Q1 202318
MSD Partners, L.P. 18181.12%6.46%10.79%Q2 2013Q3 201718
ROSENBLUM SILVERMAN SUTTON S F INC /CA 930.42%0.65%0.82%Q3 2013Q2 201818
Oakworth Capital, Inc. 18180.00%0.00%0.00%Q2 2019Q3 202318
CAPTRUST FINANCIAL ADVISORS 18180.00%0.01%0.01%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.01%0.01%Q2 2013Q3 201718
BOENNING & SCATTERGOOD, INC. 1170.06%0.10%0.17%Q2 2018Q4 202218
Mondrian Investment Partners LTD 18180.00%0.11%0.16%Q3 2015Q4 201918
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 610.06%0.24%0.97%Q4 2014Q4 202118
SOLARIS ASSET MANAGEMENT LLC 17170.04%0.11%0.20%Q4 2013Q4 201717
Cetera Advisors LLC 610.00%0.03%0.10%Q2 2015Q3 202317
MOTCO 17170.00%0.00%0.00%Q4 2013Q4 201717
UBS AG 660.00%0.00%0.01%Q2 2013Q3 201417
RBF Capital, LLC 17170.03%0.06%0.24%Q3 2019Q3 202317
Larson Financial Group LLC 1430.01%0.01%0.02%Q1 2019Q3 202317
S.A. Mason LLC 16160.03%0.04%0.06%Q4 2019Q3 202316
Uniplan Investment Counsel, Inc. 16160.12%0.26%0.44%Q2 2015Q1 201916
CAPITAL GUARDIAN TRUST CO 16160.00%0.00%0.00%Q2 2013Q1 201716
Sheaff Brock Investment Advisors, LLC 880.03%0.04%0.06%Q4 2015Q4 201916
Berman Capital Advisors, LLC 16160.01%0.07%0.14%Q4 2017Q3 202116
SPRENG CAPITAL MANAGEMENT, INC. 16160.32%0.76%1.36%Q4 2019Q3 202316
WEXFORD CAPITAL LP 810.08%0.51%1.47%Q1 2014Q2 201916
PUTNAM INVESTMENTS LLC 710.00%0.01%0.02%Q3 2015Q1 202116
GUGGENHEIM CAPITAL LLC 1210.00%0.00%0.01%Q3 2013Q1 201816
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
SHEETS SMITH WEALTH MANAGEMENT 1510.07%0.15%0.34%Q2 2014Q4 201916
FRIESS ASSOCIATES LLC 15150.01%0.01%0.02%Q2 2013Q4 201615
Mercer Capital Advisers, Inc. 15150.02%0.05%0.06%Q4 2014Q2 201815
Marcum Wealth, LLC 15150.05%0.11%0.14%Q1 2020Q3 202315
Burgundy Asset Management Ltd. 15150.35%0.51%0.66%Q4 2018Q2 202215
Northeast Financial Consultants Inc 15150.05%0.18%0.38%Q1 2019Q3 202215
TRUIST FINANCIAL CORP 15150.00%0.00%0.00%Q3 2019Q1 202315
River Road Asset Management, LLC 15150.16%0.56%0.82%Q3 2016Q1 202015
PRELUDE CAPITAL MANAGEMENT, LLC 410.00%0.02%0.10%Q2 2013Q3 202115
Advisor Group, Inc. 15150.01%0.01%0.02%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.01%0.01%0.01%Q1 2020Q3 202315
Ledyard National Bank 15150.00%0.00%0.00%Q4 2013Q2 201715
BlackRock Investment Management, LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
AMERICAN CENTURY COMPANIES INC 820.00%0.00%0.01%Q2 2013Q1 201915
EAGLE ASSET MANAGEMENT INC 950.01%0.04%0.13%Q2 2013Q1 202014
Columbia Asset Management 710.03%0.09%0.17%Q4 2013Q1 201914
REGIONS FINANCIAL CORP 860.00%0.00%0.00%Q4 2013Q1 201914
DEERE & CO 14140.01%0.07%0.15%Q2 2013Q3 201614
FIRST NATIONAL BANK SIOUX FALLS 14140.12%0.15%0.20%Q2 2013Q3 201614
Kingsview Wealth Management, LLC 860.02%0.03%0.05%Q1 2020Q3 202314
K.J. Harrison & Partners Inc 1010.22%0.36%0.58%Q4 2015Q1 202314
WESTPORT RESOURCES MANAGEMENT INC 14140.01%0.06%0.08%Q2 2013Q3 201614
SALEM INVESTMENT COUNSELORS INC 14140.01%0.01%0.01%Q2 2020Q3 202314
York Capital Management Global Advisors, LLC 14140.01%5.24%13.38%Q2 2020Q3 202314
AMG Funds LLC 14140.74%0.93%1.11%Q3 2016Q4 201914
Edge Wealth Management LLC 14140.01%0.02%0.04%Q3 2018Q4 202114
Independent Advisor Alliance 1220.01%0.04%0.08%Q1 2017Q1 202114
Epoch Investment Partners, Inc. 13130.06%0.09%0.12%Q1 2016Q1 201913
FIDUCIARY TRUST CO 13130.01%0.02%0.02%Q1 2016Q1 201913
GROUP ONE TRADING, L.P. 310.00%0.00%0.01%Q3 2013Q3 202313
Truehand, Inc 13131.02%1.32%1.76%Q4 2018Q4 202113
JANUS HENDERSON GROUP PLC 13130.02%0.09%0.14%Q2 2017Q2 202013
MARSHALL WACE, LLP 1110.00%0.05%0.20%Q3 2016Q3 202113
Aveo Capital Partners, LLC 13130.07%0.12%0.16%Q4 2016Q4 201913
InterOcean Capital, LLC 940.02%0.04%0.06%Q3 2016Q4 201913
SILVERCREST ASSET MANAGEMENT GROUP LLC 760.00%0.00%0.00%Q3 2013Q2 201813
EVERETT HARRIS & CO /CA/ 13130.01%0.01%0.02%Q4 2016Q4 201913
BEESE FULMER INVESTMENT MANAGEMENT, INC. 710.02%0.06%0.08%Q4 2013Q2 202013
JFS WEALTH ADVISORS, LLC 13130.00%0.01%0.01%Q2 2020Q2 202313
Venture Visionary Partners LLC 13130.04%0.05%0.06%Q3 2020Q3 202313
Centerbridge Partners 990.80%6.71%13.94%Q3 2021Q3 202313
MSI Financial Services Inc 760.00%0.01%0.03%Q2 2013Q4 201613
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Citadel Investment Advisory, Inc. 12120.24%0.28%0.43%Q4 2020Q3 202312
ZEVIN ASSET MANAGEMENT LLC 930.08%0.16%0.25%Q3 2016Q4 201912
Live Your Vision, LLC 1110.00%0.00%0.00%Q3 2015Q1 201912
QS Investors, LLC 12120.01%0.02%0.03%Q3 2016Q2 201912
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 930.00%0.03%0.07%Q4 2017Q4 202012
Pinnacle Wealth Planning Services, Inc. 12120.04%0.05%0.10%Q4 2020Q3 202312
Asset Planning Services, Ltd. 12120.00%0.00%0.01%Q2 2015Q1 201812
Hartford Financial Management Inc. 12120.00%0.00%0.00%Q4 2020Q3 202312
LAKE STREET ADVISORS GROUP, LLC 12120.02%0.05%0.08%Q2 2018Q1 202112
Pflug Koory, LLC 12120.00%0.01%0.02%Q1 2018Q4 202012
Baystate Wealth Management LLC 1010.00%0.01%0.04%Q2 2013Q1 202312
Sutton Wealth Advisors Inc. 12120.00%0.05%0.14%Q2 2017Q1 202012
Parallel Advisors, LLC 930.00%0.00%0.00%Q4 2016Q4 202112
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 12120.16%0.19%0.22%Q1 2014Q4 201612
Rockefeller Capital Management L.P. 610.00%0.02%0.08%Q1 2019Q1 202312
Edge Capital Group, LLC 530.00%0.02%0.04%Q4 2018Q1 202312
Financial Architects, Inc 12120.00%0.00%0.00%Q1 2016Q4 201812
Aurora Investment Counsel 1110.68%1.13%1.42%Q4 2017Q3 202312
Intrinsic Edge Capital Management LLC 530.28%1.04%2.94%Q4 2018Q2 202312
SIGNATUREFD, LLC 11110.05%0.08%0.12%Q2 2014Q4 201611
OppenheimerFunds, Inc. 11110.02%0.15%0.19%Q3 2016Q1 201911
Certified Advisory Corp 11110.00%0.01%0.03%Q4 2017Q2 202011
STATE OF MICHIGAN RETIREMENT SYSTEM 920.05%0.10%0.17%Q2 2013Q4 201911
BB&T SECURITIES, LLC 510.00%0.00%0.01%Q2 2014Q3 201911
BESSEMER GROUP INC 510.00%0.00%0.01%Q2 2013Q3 202311
Krilogy Financial LLC 910.01%0.01%0.01%Q3 2015Q3 201811
Caption Management, LLC 610.01%0.03%0.18%Q2 2020Q3 202311
CI Global Investments Inc. 11110.06%0.52%0.91%Q1 2015Q3 201711
Wealthcare Advisory Partners LLC 11110.00%0.01%0.02%Q3 2017Q1 202011
Versant Capital Management, Inc 11110.00%0.00%0.00%Q1 2018Q3 202011
Ruggie Capital Group 910.03%0.06%0.10%Q4 2014Q4 201811
MUFG Americas Holdings Corp 11110.00%0.00%0.00%Q3 2012Q1 201511
Jefferies Group LLC 310.00%0.10%0.35%Q4 2014Q3 202210
TDAM USA INC. 10100.05%0.06%0.08%Q3 2016Q4 201810
Gleason Group, Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
Geneva Advisors, LLC 640.00%0.00%0.01%Q1 2014Q2 201710
Brown Advisory Securities, LLC 10100.04%0.05%0.06%Q4 2016Q1 201910
STRS OHIO 610.01%0.02%0.04%Q2 2020Q2 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
Sonic Fund II, L.P. 10100.50%3.31%4.86%Q2 2020Q3 202210
Virtu Financial LLC 810.01%0.04%0.10%Q3 2017Q3 202210
McIlrath & Eck, LLC 10100.00%0.00%0.01%Q1 2018Q2 202010
First Horizon Advisors, Inc. 910.00%0.00%0.00%Q4 2014Q3 201910
FIRSTMERIT BANK N A TRUSTEE 10100.02%0.02%0.03%Q1 2014Q2 201610
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.01%Q2 2018Q3 202010
WESTWOOD HOLDINGS GROUP INC 10100.01%0.21%0.35%Q1 2016Q2 201810
WFG Advisors, LP 610.00%0.01%0.01%Q2 2013Q2 201710
Amundi 10100.00%0.01%0.02%Q2 2021Q3 202310
CARDINAL CAPITAL MANAGEMENT LLC /CT 10100.01%0.02%0.02%Q2 2013Q3 201510
Lido Advisors, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
GOODWIN DANIEL L 10100.13%0.16%0.23%Q1 2020Q2 202210
SIMON QUICK ADVISORS, LLC 810.00%0.01%0.01%Q3 2017Q3 20209
Perkins Investment Management, LLC 990.30%0.71%1.14%Q1 2015Q1 20179
ROOSEVELT INVESTMENT GROUP LLC 990.03%0.04%0.05%Q3 2020Q3 20229
PICTON MAHONEY ASSET MANAGEMENT 520.01%0.22%0.44%Q3 2013Q4 20169
PALISADE CAPITAL MANAGEMENT, LP 990.02%0.08%0.17%Q2 2016Q2 20189
Akaris Global Partners, LP 991.10%7.38%14.37%Q3 2020Q3 20229
HSBC HOLDINGS PLC 210.00%0.00%0.02%Q2 2015Q4 20199
OSTERWEIS CAPITAL MANAGEMENT INC 990.59%1.65%2.14%Q2 2016Q2 20189
ACADIAN ASSET MANAGEMENT LLC 510.00%0.01%0.01%Q1 2017Q2 20219
VALLEY NATIONAL ADVISERS INC 810.01%0.02%0.03%Q3 2018Q1 20229
Chescapmanager LLC 990.48%1.85%3.25%Q4 2020Q4 20229
OPTIMUM INVESTMENT ADVISORS 990.01%0.03%0.04%Q1 2018Q1 20209
FINANCIAL COUNSELORS INC 990.01%0.01%0.02%Q4 2017Q4 20199
Marshall Wace North America L.P. 630.00%0.03%0.06%Q4 2017Q1 20209
Sandy Spring Bank 990.00%0.00%0.00%Q4 2015Q4 20179
UNITED CAPITAL FINANCIAL ADVISORS, LLC 810.00%0.00%0.00%Q4 2016Q4 20219
Virtu KCG Holdings LLC 610.00%0.02%0.05%Q4 2013Q1 20178
PWMCO, LLC 881.00%1.75%2.00%Q2 2018Q1 20208
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 530.04%0.11%0.27%Q2 2020Q3 20238
SCOTIA CAPITAL INC. 620.00%0.01%0.04%Q1 2014Q1 20228
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
MILLER VALUE PARTNERS, LLC 880.11%0.21%0.33%Q4 2018Q3 20208
Firestone Capital Management 880.01%0.01%0.02%Q4 2019Q3 20218
South Street Advisors LLC 710.19%0.46%0.69%Q4 2015Q2 20208
CBIZ Investment Advisory Services, LLC 880.00%0.00%0.00%Q4 2019Q3 20218
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 880.08%0.10%0.12%Q1 2018Q4 20198
Baltimore-Washington Financial Advisors, Inc. 880.01%0.01%0.01%Q4 2013Q3 20158
Veritable, L.P. 880.01%0.01%0.01%Q4 2012Q3 20148
MARSHALL WACE ASIA Ltd 880.23%0.77%1.09%Q1 2018Q4 20198
REILLY FINANCIAL ADVISORS, LLC 530.00%0.00%0.01%Q4 2015Q4 20178
Impala Asset Management LLC 510.15%4.57%12.25%Q3 2019Q3 20238
Ameritas Advisory Services, LLC 880.01%0.02%0.04%Q4 2021Q3 20238
Strategic Wealth Partners, Ltd. 880.00%0.01%0.01%Q4 2017Q3 20198
Jackson Wealth Management, LLC 880.46%0.50%0.54%Q4 2014Q3 20168
Valeo Financial Advisors, LLC 880.00%0.00%0.00%Q2 2019Q1 20218
CREATIVE FINANCIAL DESIGNS INC /ADV 880.00%0.02%0.02%Q1 2020Q4 20218
Gruss & Co., LLC 881.30%1.46%1.69%Q2 2013Q1 20158
Rockwood Wealth Management, LLC 880.08%0.19%0.33%Q4 2021Q3 20238
City State Bank 880.00%0.01%0.01%Q4 2021Q3 20238
Destiny Wealth Partners, LLC 620.01%0.01%0.01%Q4 2020Q4 20228
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.00%0.00%0.01%Q1 2022Q3 20237
Rehmann Capital Advisory Group 770.05%0.05%0.06%Q3 2015Q1 20177
Mirae Asset Global Investments Co., Ltd. 770.03%0.06%0.09%Q3 2018Q1 20207
MONTAG A & ASSOCIATES INC 770.00%0.00%0.00%Q4 2020Q2 20227
Thrive Wealth Management, LLC 770.05%0.07%0.09%Q4 2021Q2 20237
MEEDER ASSET MANAGEMENT INC 770.00%0.00%0.01%Q1 2021Q3 20227
Sigma Planning Corp 410.01%0.03%0.05%Q4 2014Q2 20207
SJS Investment Consulting Inc. 520.00%0.00%0.00%Q4 2021Q3 20237
Sarbit Advisory Services Inc. 776.60%11.95%14.22%Q2 2013Q4 20147
Invst, LLC 770.05%0.07%0.08%Q1 2021Q3 20227
COMMERZBANK AKTIENGESELLSCHAFT /FI 520.01%0.02%0.04%Q3 2014Q2 20167
KINGS POINT CAPITAL MANAGEMENT 770.00%0.00%0.01%Q2 2018Q4 20197
LGL PARTNERS, LLC 770.11%0.12%0.14%Q4 2015Q2 20177
Aristotle Pacific Capital, LLC 771.83%2.38%3.40%Q4 2020Q2 20227
ALLEGHANY CORP /DE 430.58%1.83%3.44%Q2 2013Q3 20207
First Fiduciary Investment Counsel, Inc. 770.04%0.05%0.06%Q1 2017Q3 20187
Tyler-Stone Wealth Management 520.01%0.02%0.02%Q4 2021Q3 20237
Stanley-Laman Group, Ltd. 770.04%0.27%0.69%Q3 2015Q1 20177
Integrated Wealth Management 770.03%0.04%0.04%Q1 2015Q3 20167
TILIA FIDUCIARY PARTNERS, INC. 770.00%0.00%0.00%Q4 2021Q2 20237
Fiduciary Trust Co International of Pennsylvania 210.01%0.01%0.01%Q2 2014Q4 20197
Capital Bank & Trust Co 770.00%0.00%0.00%Q2 2017Q4 20187
Russell Investments Group, Ltd. 510.00%0.00%0.00%Q4 2018Q3 20207
SHAPIRO ROBERT N 770.02%0.02%0.03%Q2 2013Q4 20147
WHITENER CAPITAL MANAGEMENT, INC. 520.00%0.00%0.00%Q4 2017Q3 20197
WOODSTOCK CORP 520.04%0.05%0.06%Q2 2013Q2 20177
Beacon Capital Management, Inc. 770.00%0.01%0.01%Q4 2013Q2 20157
Edge Advisors, LLC 770.15%0.20%0.24%Q4 2016Q2 20187
GRIES FINANCIAL LLC 770.09%0.12%0.14%Q1 2021Q3 20227
Ameritas Investment Company, LLC 310.01%0.02%0.04%Q1 2019Q3 20217
Summit X, LLC 520.08%0.16%0.23%Q2 2017Q4 20197
Bridgeworth, LLC 430.12%0.15%0.20%Q4 2016Q4 20187
Private Capital Group, LLC 770.00%0.00%0.00%Q4 2017Q2 20197
Natixis Investment Managers International 430.00%0.01%0.02%Q4 2016Q3 20187
DRIEHAUS CAPITAL MANAGEMENT LLC 320.02%0.09%0.15%Q2 2013Q4 20197
TRUST DEPARTMENT MB FINANCIAL BANK N A 430.00%0.02%0.04%Q2 2014Q3 20167
Global X Management CO LLC 660.13%0.20%0.27%Q1 2017Q2 20186
Kiwi Wealth Investments Limited Partnership 330.34%0.90%1.17%Q1 2015Q3 20166
Dynamic Advisor Solutions LLC 510.07%0.17%0.58%Q4 2013Q4 20176
WESPAC Advisors SoCal, LLC 420.01%0.01%0.01%Q4 2015Q4 20186
Allworth Financial LP 330.00%0.00%0.00%Q1 2019Q1 20216
Shay Capital LLC 310.03%0.12%0.28%Q1 2021Q1 20226
ASSETMARK, INC 660.00%0.00%0.00%Q1 2017Q2 20186
B. Riley Wealth Management, Inc. 660.00%0.03%0.07%Q1 2014Q2 20156
1919 Investment Counsel, LLC 660.25%0.26%0.28%Q2 2013Q3 20146
FIRST NATIONAL TRUST CO 660.04%0.09%0.13%Q4 2016Q1 20186
Invenomic Capital Management LP 660.09%0.50%0.94%Q2 2022Q3 20236
Nuveen Fund Advisors, LLC 660.03%0.05%0.06%Q3 2016Q4 20176
Cresset Asset Management, LLC 420.00%0.00%0.01%Q4 2018Q2 20226
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
WOLVERINE ASSET MANAGEMENT LLC 660.00%0.00%0.00%Q2 2021Q3 20226
TELEMUS CAPITAL, LLC 660.05%0.06%0.06%Q2 2014Q3 20156
Stratos Wealth Advisors, LLC 660.02%0.02%0.03%Q1 2021Q2 20226
JANUS HENDERSON INVESTORS US LLC 660.02%0.03%0.04%Q4 2015Q1 20176
MERCER GLOBAL ADVISORS INC /ADV 510.00%0.01%0.03%Q1 2019Q1 20226
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 660.02%0.05%0.08%Q3 2015Q4 20166
GMT CAPITAL CORP 660.04%0.18%0.33%Q2 2013Q3 20146
Weaver Consulting Group 660.01%0.01%0.02%Q2 2019Q3 20206
FIRST HAWAIIAN BANK 660.02%0.02%0.02%Q3 2018Q4 20196
CLINTON GROUP INC 310.02%0.13%0.38%Q4 2015Q1 20186
CHESAPEAKE ASSET MANAGEMENT LLC 661.62%2.23%2.38%Q2 2013Q3 20146
Greenwich Investment Management, Inc. 660.24%0.96%1.33%Q3 2018Q4 20196
SAXON INTERESTS, INC. 660.17%0.20%0.23%Q1 2022Q2 20236
SG Americas Securities, LLC 210.00%0.00%0.01%Q2 2013Q2 20226
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 660.50%0.57%0.67%Q1 2015Q2 20166
FineMark National Bank & Trust 660.00%0.00%0.00%Q3 2015Q4 20166
GLENHILL ADVISORS LLC 660.17%0.41%0.55%Q3 2014Q4 20156
GIRARD PARTNERS LTD. 660.02%0.05%0.09%Q2 2017Q3 20186
FORA Capital, LLC 330.01%0.04%0.10%Q4 2019Q2 20216
Jump Financial, LLC 410.02%0.06%0.08%Q2 2021Q1 20236
Skandinaviska Enskilda Banken AB (publ) 660.02%0.10%0.16%Q4 2018Q1 20206
Migdal Insurance & Financial Holdings Ltd. 320.00%0.01%0.01%Q1 2017Q1 20215
FormulaFolio Investments, LLC 320.00%0.02%0.05%Q4 2016Q2 20215
M&T BANK CORP 550.00%0.00%0.00%Q2 2013Q2 20145
&PARTNERS 410.37%0.45%0.54%Q3 2019Q3 20225
Cable Hill Partners, LLC 320.00%0.01%0.02%Q1 2016Q1 20185
TUCKER ASSET MANAGEMENT LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Winslow, Evans & Crocker, Inc. 550.00%0.05%0.11%Q3 2015Q3 20165
FRANKLIN RESOURCES INC 550.00%0.00%0.01%Q1 2022Q1 20235
Lavaca Capital LLC 550.13%0.17%0.21%Q3 2022Q3 20235
Wealthspire Advisors, L.P. 320.00%0.01%0.01%Q1 2016Q1 20195
Kore Private Wealth LLC 320.00%0.02%0.05%Q4 2018Q2 20205
RATIONAL ADVISORS LLC 310.05%1.10%3.19%Q1 2009Q1 20175
Nine Chapters Capital Management LLC 410.09%0.16%0.22%Q2 2013Q3 20145
PLATINUM INVESTMENT MANAGEMENT LTD 550.06%0.12%0.18%Q1 2020Q1 20215
Hillsdale Investment Management Inc. 110.01%0.06%0.13%Q4 2013Q1 20175
Gradient Investments LLC 310.00%0.00%0.00%Q1 2017Q3 20235
Paradigm Financial Partners, LLC 550.29%0.32%0.36%Q4 2018Q4 20195
BLUEFIN CAPITAL MANAGEMENT, LLC 550.00%0.01%0.02%Q3 2021Q3 20225
Gemmer Asset Management LLC 550.00%0.00%0.00%Q4 2018Q4 20195
Advisory Alpha, LLC 310.00%0.02%0.03%Q1 2019Q3 20205
WELCH & FORBES LLC 320.01%0.01%0.01%Q4 2016Q1 20185
Sunbelt Securities, Inc. 210.00%0.02%0.03%Q3 2019Q3 20235
EVERMAY WEALTH MANAGEMENT LLC 550.00%0.00%0.00%Q4 2021Q4 20225
VAUGHAN & Co SECURITIES, INC. 550.25%0.32%0.53%Q4 2019Q4 20205
AdvisorNet Financial, Inc 550.00%0.00%0.00%Q1 2019Q1 20205
Private Ocean, LLC 320.00%0.00%0.00%Q1 2019Q3 20205
Nationwide Fund Advisors 550.01%0.01%0.01%Q3 2016Q3 20175
BADGLEY PHELPS & BELL INC 550.01%0.02%0.02%Q4 2016Q4 20175
ZACKS INVESTMENT MANAGEMENT 410.00%0.00%0.00%Q2 2021Q1 20235
OMERS ADMINISTRATION Corp 320.01%0.02%0.03%Q4 2013Q1 20155
BARDIN HILL MANAGEMENT PARTNERS LP 440.02%0.61%1.18%Q3 2014Q2 20155
Grace Capital 550.19%0.42%0.63%Q4 2018Q4 20195
GRAND JEAN CAPITAL MANAGEMENT INC 550.10%0.17%0.22%Q2 2017Q2 20185
HRT FINANCIAL LP 110.01%0.02%0.06%Q4 2018Q1 20225
Spire Wealth Management 550.00%0.00%0.00%Q1 2021Q1 20225
Newbridge Financial Services Group, Inc. 440.01%0.02%0.07%Q3 2020Q2 20214
Concert Wealth Management Inc. 440.03%0.04%0.05%Q2 2016Q1 20174
Capital Investment Advisory Services, LLC 440.01%0.01%0.01%Q4 2018Q3 20194
GHP Investment Advisors, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
SeaCrest Wealth Management, LLC 310.00%0.00%0.00%Q1 2018Q2 20224
Smith Affiliated Capital Corp. 440.11%0.12%0.12%Q1 2015Q4 20154
THUNDERBIRD PARTNERS LLP 441.91%2.01%2.12%Q1 2021Q4 20214
Cetera Advisor Networks LLC 310.00%0.00%0.00%Q2 2020Q4 20214
PEDDOCK CAPITAL ADVISORS, LLC 440.00%0.05%0.08%Q2 2017Q1 20184
Cetera Investment Advisers 440.00%0.00%0.01%Q1 2021Q4 20214
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q1 2019Q2 20204
Alaethes Wealth LLC 440.05%0.05%0.05%Q2 2021Q1 20224
Clarus Wealth Advisors 440.12%0.17%0.20%Q4 2017Q3 20184
Netols Asset Management, Inc. 441.50%1.71%1.85%Q2 2013Q1 20144
RUSSELL FRANK CO/ 440.01%0.01%0.01%Q2 2013Q1 20144
Clearline Capital LP 210.02%0.44%0.84%Q3 2020Q3 20224
Man Group plc 440.02%0.02%0.03%Q4 2018Q3 20194
MATTERN CAPITAL MANAGEMENT, LLC 440.05%0.05%0.06%Q1 2022Q4 20224
Hatteras Alternative Mutual Funds, LLC 441.00%1.45%1.84%Q3 2013Q2 20144
Schonfeld Strategic Advisors LLC 210.01%0.02%0.04%Q1 2021Q2 20224
BEACONLIGHT CAPITAL, LLC 440.73%1.50%2.53%Q4 2020Q3 20214
ATTICUS WEALTH MANAGEMENT, LLC 440.02%0.03%0.03%Q2 2020Q1 20214
True Wealth Design, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
SCHRODER INVESTMENT MANAGEMENT GROUP 440.00%0.00%0.00%Q3 2013Q2 20144
SMITH, MOORE & CO. 440.24%0.27%0.30%Q1 2014Q4 20144
Weiss Multi-Strategy Advisers LLC 310.03%0.13%0.21%Q2 2020Q2 20214
MARK SHEPTOFF FINANCIAL PLANNING, LLC 440.00%0.00%0.01%Q3 2019Q2 20204
AGF Investments LLC 310.00%0.03%0.07%Q3 2017Q4 20194
MGO ONE SEVEN LLC 210.00%0.01%0.01%Q4 2017Q3 20224
OFI Advisors LLC 310.00%0.00%0.01%Q4 2011Q1 20144
CoreCap Advisors, LLC 310.01%0.09%0.12%Q4 2021Q4 20224
Leucadia National 440.04%0.16%0.34%Q4 2022Q3 20234
Lebenthal Asset Management, LLC 440.34%0.37%0.40%Q2 2016Q1 20174
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Coatue Management 210.00%0.01%0.04%Q1 2018Q3 20194
Moors & Cabot, Inc. 440.03%0.03%0.03%Q4 2017Q3 20184
Granite Point Capital Management, L.P. 330.03%0.09%0.23%Q2 2020Q4 20204
Golden State Wealth Management, LLC 310.01%0.02%0.02%Q1 2019Q1 20204
ALPS ADVISORS INC 220.00%0.00%0.00%Q1 2017Q2 20184
EXCHANGE TRADED CONCEPTS, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
TimeScale Financial, Inc. 440.00%0.01%0.01%Q2 2019Q1 20204
Sonic GP LLC 444.00%4.73%5.24%Q4 2022Q3 20234
BRASADA CAPITAL MANAGEMENT, LP 310.02%0.03%0.03%Q4 2017Q4 20184
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.00%0.00%0.00%Q4 2022Q3 20234
BOKF, NA 440.01%0.01%0.01%Q2 2015Q1 20164
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
D.A. DAVIDSON & CO. 440.00%0.00%0.01%Q1 2016Q4 20164
Klingman & Associates, LLC 440.01%0.01%0.01%Q4 2014Q3 20154
RELIANCE TRUST CO OF DELAWARE 440.02%0.02%0.02%Q3 2015Q2 20164
Simcoe Capital Management, LLC 220.18%3.93%8.88%Q4 2014Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.05%0.08%0.13%Q4 2022Q3 20234
SG3 Management, LLC 110.01%0.05%0.06%Q3 2019Q1 20214
SIGNET FINANCIAL MANAGEMENT, LLC 330.10%0.10%0.10%Q4 2017Q2 20183
EATON VANCE MANAGEMENT 210.00%0.00%0.00%Q1 2021Q4 20213
KLS Diversified Asset Management LP 331.31%8.20%14.20%Q2 2020Q4 20203
CENTRAL TRUST Co 210.00%0.00%0.00%Q3 2021Q3 20233
Hennion & Walsh Asset Management, Inc. 330.03%0.03%0.04%Q1 2021Q3 20213
HAZLETT, BURT & WATSON, INC. 330.01%0.01%0.02%Q1 2023Q3 20233
Investors Capital Advisory Services 330.05%0.07%0.08%Q4 2013Q2 20143
ZEKE CAPITAL ADVISORS, LLC 330.05%1.49%2.31%Q4 2020Q2 20213
Sumitomo Mitsui Trust Holdings, Inc. 330.00%0.00%0.00%Q1 2019Q3 20193
ICON ADVISERS INC/CO 330.05%0.08%0.09%Q1 2014Q3 20143
GW&K Investment Management, LLC 210.00%0.01%0.01%Q2 2013Q3 20233
InterOcean Capital Group, LLC 210.01%0.01%0.01%Q1 2021Q1 20223
Moab Capital Partners 331.34%2.10%2.53%Q2 2013Q4 20133
Gerry Farber, LLC 331.40%1.89%2.17%Q2 2013Q4 20133
Claraphi Advisory Network, LLC 330.15%0.16%0.18%Q4 2017Q2 20183
Strategic Capital Alternatives LLC 210.01%0.01%0.01%Q3 2014Q2 20153
COWEN AND COMPANY, LLC 330.00%0.00%0.01%Q2 2021Q4 20213
GLG Partners LP 330.08%0.12%0.20%Q3 2016Q1 20173
ROYCE & ASSOCIATES LP 330.05%0.06%0.07%Q4 2020Q2 20213
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Csenge Advisory Group 330.33%0.38%0.45%Q3 2017Q1 20183
Voya Financial Advisors, Inc. 330.02%0.02%0.02%Q1 2017Q3 20173
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Global Trust Asset Management, LLC 330.00%0.00%0.01%Q4 2017Q2 20183
BROWN BROTHERS HARRIMAN & CO 330.00%0.00%0.00%Q1 2019Q3 20193
LEVEL FOUR ADVISORY SERVICES, LLC 330.02%0.03%0.04%Q1 2017Q3 20173
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
SIX COLUMNS CAPITAL, LP 220.99%1.19%1.29%Q1 2020Q2 20203
Leith Wheeler Investment Counsel Ltd. 330.71%0.76%0.84%Q2 2023Q4 20233
Santori & Peters, Inc. 330.18%0.18%0.19%Q4 2017Q2 20183
Calamos Advisors LLC 330.00%0.00%0.00%Q4 2015Q2 20163
Royal Capital Management, LLC 333.54%6.37%8.46%Q2 2013Q4 20133
Bogart Wealth, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Mountaineer Partners Management, LLC 214.94%7.10%8.69%Q4 2018Q4 20193
Personal Wealth Partners 330.01%0.01%0.02%Q2 2019Q4 20193
SARISSA CONSULTING LLC 210.37%0.56%0.76%Q4 2021Q3 20223
WOODMONT INVESTMENT COUNSEL LLC 210.01%0.01%0.01%Q4 2015Q3 20163
Acorn Wealth Advisors, LLC 330.02%0.03%0.03%Q4 2017Q2 20183
Horizon Investments, LLC 330.04%0.05%0.05%Q1 2014Q3 20143
Family Management Corp 330.09%0.10%0.12%Q2 2015Q4 20153
STATE STREET CORP 330.00%0.00%0.00%Q2 2013Q4 20133
LOOMIS SAYLES & CO L P 330.00%0.00%0.00%Q1 2016Q3 20163
Horan Capital Advisors, LLC. 210.02%0.02%0.02%Q1 2019Q4 20193
CITY HOLDING CO 330.00%0.01%0.01%Q2 2014Q4 20143
Homrich & Berg 330.01%0.01%0.02%Q2 2019Q4 20193
MASON STREET ADVISORS, LLC 330.05%0.09%0.12%Q2 2014Q4 20143
Altman Advisors, Inc. 330.22%1.21%3.18%Q4 2017Q2 20183
HIGHLAND CAPITAL MANAGEMENT LP 330.53%1.89%2.83%Q2 2013Q4 20133
Balter Liquid Alternatives, LLC 220.00%0.24%0.42%Q4 2018Q1 20193
NewEdge Wealth, LLC 330.01%0.01%0.01%Q4 2021Q2 20223
Bramshill Investments, LLC 330.10%0.15%0.18%Q2 2019Q4 20193
Compass Wealth Management LLC 330.00%0.00%0.00%Q4 2022Q2 20233
OAKWOOD CAPITAL MANAGEMENT LLC/CA 330.06%0.06%0.07%Q4 2014Q2 20153
Spot Trading L.L.C 110.00%0.01%0.01%Q2 2013Q4 20143
Schwab Charitable Fund 330.57%0.82%1.07%Q4 2020Q2 20213
Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.00%Q1 2023Q3 20233
FIRST MERCANTILE TRUST CO 330.00%0.00%0.01%Q3 2014Q1 20153
Sowell Financial Services LLC 330.00%0.00%0.00%Q3 2019Q1 20203
SEARLE & CO. 330.03%0.03%0.04%Q4 2014Q2 20153
Hunter Perkins Capital Management, LLC 330.14%0.83%1.33%Q2 2020Q4 20203
GAM Holding AG 330.01%0.02%0.03%Q2 2019Q4 20193
Gupta Wealth Management LLC 330.04%0.04%0.05%Q1 2015Q3 20153
OneDigital Investment Advisors LLC 330.00%0.00%0.00%Q4 2018Q2 20193
RAYMOND JAMES TRUST N.A. 210.01%0.02%0.02%Q3 2016Q4 20193
Birch Grove Capital LP 220.49%0.75%1.00%Q2 2020Q3 20202
Harel Insurance Investments & Financial Services Ltd. 220.00%0.00%0.01%Q3 2019Q4 20192
Lebenthal Holdings,LLC 220.38%0.49%0.59%Q1 2016Q2 20162
PEAPACK GLADSTONE FINANCIAL CORP 220.02%0.02%0.02%Q1 2017Q2 20172
Linscomb & Williams, Inc. 220.04%0.07%0.10%Q4 2019Q1 20202
Ameritas Investment Partners, Inc. 220.07%0.07%0.07%Q1 2016Q2 20162
UBS ASSET MANAGEMENT AMERICAS INC 220.00%0.00%0.00%Q2 2018Q3 20182
Maple Rock Capital Partners 220.32%1.24%2.17%Q3 2020Q4 20202
SWS Partners 220.03%0.03%0.03%Q4 2017Q1 20182
ROAM Global Management LP 227.65%8.41%9.17%Q1 2021Q2 20212
Voss Capital, LLC 221.98%2.01%2.05%Q2 2023Q3 20232
ARMISTICE CAPITAL, LLC 220.54%0.56%0.58%Q4 2018Q1 20192
Laurel Wealth Advisors, Inc. 110.05%0.05%0.05%Q1 2019Q3 20192
Hood River Capital Management LLC 220.35%0.38%0.41%Q1 2022Q2 20222
COLUMBIA WANGER ASSET MANAGEMENT LLC 220.31%0.32%0.32%Q3 2017Q4 20172
Pinion Investment Advisors, LLC 220.40%0.42%0.44%Q1 2018Q2 20182
Simply Money Advisors 220.00%0.00%0.00%Q2 2013Q3 20132
DAYMARK WEALTH PARTNERS, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Archer Investment Corp 220.00%0.00%0.00%Q2 2023Q3 20232
FMA ADVISORY INC 220.14%0.18%0.21%Q3 2019Q4 20192
VICTORY CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q3 2022Q4 20222
GOFEN & GLOSSBERG LLC /IL/ 110.01%0.01%0.01%Q1 2014Q4 20182
B. Riley Wealth Advisors, Inc. 110.00%0.05%0.10%Q4 2014Q2 20232
People's United Financial, Inc. 220.00%0.00%0.00%Q1 2017Q2 20172
WealthShield Partners, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Jacobi Capital Management LLC 220.00%0.00%0.00%Q1 2021Q2 20212
PenderFund Capital Management Ltd. 220.01%0.01%0.01%Q1 2022Q2 20222
Gerber Kawasaki Wealth & Investment Management 220.03%0.04%0.04%Q2 2022Q3 20222
Bruderman Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Rafferty Asset Management, LLC 220.12%0.12%0.13%Q4 2013Q1 20142
ERTS Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
StellarOne CORP 220.02%0.03%0.03%Q2 2013Q3 20132
Busey Bank 220.02%0.02%0.02%Q3 2019Q4 20192
Spotlight Asset Group, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
Pinnacle Bancorp, Inc. 110.01%0.01%0.01%Q1 2017Q4 20182
BOOTHBAY FUND MANAGEMENT, LLC 220.02%0.05%0.08%Q2 2020Q3 20202
Schechter Investment Advisors, LLC 110.02%0.03%0.04%Q3 2022Q1 20232
Accel Wealth Management 220.00%0.00%0.00%Q4 2020Q1 20212
SCOPUS ASSET MANAGEMENT, L.P. 220.24%0.26%0.28%Q1 2015Q2 20152
Retirement Systems of Alabama 220.00%0.01%0.01%Q1 2013Q2 20132
CLEAR STREET MARKETS LLC 110.00%0.02%0.03%Q1 2014Q1 20222
PARK AVENUE SECURITIES LLC 220.01%0.01%0.01%Q3 2019Q4 20192
JONES FINANCIAL COMPANIES LLLP 220.00%0.00%0.00%Q1 2022Q2 20222
ISLAY CAPITAL MANAGEMENT, LLC 110.05%0.08%0.11%Q1 2020Q1 20222
Qube Research & Technologies Ltd 110.00%0.00%0.01%Q4 2020Q1 20222
ANCHOR CAPITAL ADVISORS LLC 220.01%0.01%0.01%Q1 2017Q2 20172
Catalyst Capital Advisors LLC 110.01%0.02%0.03%Q1 2017Q4 20172
Indiana Trust & Investment Management CO 220.00%0.00%0.00%Q3 2013Q4 20132
Carroll Financial Associates, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
Burleson & Company, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
SUNTRUST BANKS INC 110.00%0.00%0.00%Q2 2013Q3 20152
HAP Trading, LLC 220.00%0.01%0.02%Q1 2020Q2 20202
Hoover Financial Advisors, Inc. 110.01%0.01%0.02%Q2 2020Q2 20212
Summit Trail Advisors, LLC 220.32%0.33%0.34%Q4 2017Q1 20182
Cowen Prime Services LLC 220.28%0.29%0.30%Q2 2016Q3 20162
Boundary Creek Advisors LP 110.57%4.42%8.26%Q3 2021Q3 20212
Baltimore-Washington Financial Advisors Inc. 220.01%0.02%0.02%Q2 2013Q3 20132
NumerixS Investment Technologies Inc 110.03%0.03%0.04%Q1 2016Q3 20162
VSR Financial Services, Inc. 220.05%0.05%0.06%Q4 2013Q1 20142
Plaisance Capital LLC 220.30%0.38%0.47%Q1 2020Q2 20202
Bartlett & Co. LLC 110.00%0.00%0.00%Q3 2019Q1 20202
PARAMETRIC PORTFOLIO ASSOCIATES LLC 220.00%0.00%0.01%Q3 2015Q4 20152
Lenox Wealth Advisors, LLC 220.01%0.01%0.01%Q3 2019Q4 20192
Acrospire Investment Management LLC 220.03%0.04%0.06%Q4 2016Q1 20172
West Family Investments, Inc. 220.72%0.90%1.09%Q4 2020Q1 20212
Freestone Capital Holdings, LLC 220.01%0.01%0.01%Q3 2020Q4 20202
CITY NATIONAL BANK 220.24%0.28%0.33%Q2 2015Q3 20152
Castleview Partners, LLC 220.06%0.06%0.06%Q4 2022Q1 20232
Bayberry Capital Partners LP 221.52%2.28%3.04%Q1 2023Q2 20232
TRUST & FIDUCIARY MANAGEMENT SERVICES INC 222.05%2.77%3.49%Q3 2015Q4 20152
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Great Lakes Retirement, Inc. 220.20%0.26%0.32%Q4 2019Q1 20202
EVOKE WEALTH, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
MONETA GROUP INVESTMENT ADVISORS LLC 220.00%0.00%0.00%Q4 2017Q1 20182
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 220.13%0.14%0.15%Q1 2015Q2 20152
Eagle Bluffs Wealth Management LLC 220.53%0.60%0.66%Q4 2021Q1 20222
PRW Wealth Management LLC 220.03%0.04%0.04%Q4 2018Q1 20192
WEATHERLY ASSET MANAGEMENT L. P. 220.08%0.09%0.09%Q4 2016Q1 20172
Lombard Odier Asset Management (USA) Corp 110.19%0.19%0.19%Q1 2019Q1 20191
Baird Financial Group, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
Glassy Mountain Advisors, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Price Capital Management, Inc. 110.15%0.15%0.15%Q1 2015Q1 20151
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Atlantic Union Bankshares Corp 110.02%0.02%0.02%Q1 2014Q1 20141
Landsberg, Bennett, & Dubbaneh LLC 110.09%0.09%0.09%Q2 2020Q2 20201
JNBA Financial Advisors 110.05%0.05%0.05%Q3 2016Q3 20161
Allred Capital Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
McKinley Carter Wealth Services, Inc. 110.04%0.04%0.04%Q1 2018Q1 20181
TORTOISE CAPITAL ADVISORS, L.L.C. 110.00%0.00%0.00%Q1 2016Q1 20161
Ibex Investors LLC 110.60%0.60%0.60%Q1 2021Q1 20211
DUBUQUE BANK & TRUST CO 110.04%0.04%0.04%Q1 2017Q1 20171
TSFG, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Calvert Investment Management, Inc. 110.16%0.16%0.16%Q1 2016Q1 20161
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
DRW Securities, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
ClearBridge Investments 110.00%0.00%0.00%Q1 2018Q1 20181
Knights of Columbus Asset Advisors LLC 110.13%0.13%0.13%Q2 2020Q2 20201
Land & Buildings Investment Management 112.27%2.27%2.27%Q2 2016Q2 20161
Mendota Financial Group, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q2 2019Q2 20191
HOWARD WEALTH MANAGEMENT, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
ACUTA CAPITAL PARTNERS, LLC 110.58%0.58%0.58%Q4 2015Q4 20151
LBA Wealth Management, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
WealthBridge Capital Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Cerebellum GP, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Johnson & White Wealth Management, LLC 113.30%3.30%3.30%Q4 2022Q4 20221
HARBERT FUND ADVISORS, INC. 111.77%1.77%1.77%Q1 2022Q1 20221
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HOWLAND CAPITAL MANAGEMENT LLC 110.07%0.07%0.07%Q2 2022Q2 20221
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.20%0.20%0.20%Q3 2016Q3 20161
Executive Wealth Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Lighthouse Financial Advisors, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Lineweaver Wealth Advisors, LLC 110.15%0.15%0.15%Q4 2019Q4 20191
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Diametric Capital, LP 110.26%0.26%0.26%Q2 2018Q2 20181
Wellington Shields Capital Management, LLC 110.09%0.09%0.09%Q2 2014Q2 20141
Providence Capital Advisors, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.13%0.13%0.13%Q4 2017Q4 20171
NATIONAL BANK OF CANADA /FI/ 110.00%0.00%0.00%Q4 2021Q4 20211
GFS Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q4 2018Q4 20181
IHT Wealth Management, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
SkyView Investment Advisors, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
XTX Topco Ltd 110.20%0.20%0.20%Q4 2021Q4 20211
GUYASUTA INVESTMENT ADVISORS INC 110.07%0.07%0.07%Q4 2018Q4 20181
LEAVELL INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2010Q2 20101
NOMURA HOLDINGS INC 110.07%0.07%0.07%Q3 2023Q3 20231
Barrett Asset Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Echo Street Capital Management LLC 111.01%1.01%1.01%Q1 2014Q1 20141
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q3 2019Q3 20191
BB&T INVESTMENT SERVICES, INC. 110.13%0.13%0.13%Q4 2016Q4 20161
Meridian Wealth Management, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
GLADE BROOK CAPITAL PARTNERS LLC 110.78%0.78%0.78%Q2 2014Q2 20141
Fortitude Advisory Group L.L.C. 110.00%0.00%0.00%Q4 2021Q4 20211
Oxinas Partners Wealth Management LLC 110.16%0.16%0.16%Q4 2020Q4 20201
Atlas Private Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Indie Asset Partners, LLC 110.41%0.41%0.41%Q4 2019Q4 20191
MCIA Inc 110.00%0.00%0.00%Q2 2017Q2 20171
Dynasty Wealth Management, LLC 110.52%0.52%0.52%Q4 2017Q4 20171
Filbrandt Wealth Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
ARGENTIERE CAPITAL AG 110.28%0.28%0.28%Q2 2014Q2 20141
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.01%0.01%0.01%Q2 2014Q2 20141
Realta Investment Advisors 110.00%0.00%0.00%Q2 2019Q2 20191
KAYNE ANDERSON CAPITAL ADVISORS LP 110.00%0.00%0.00%Q2 2017Q2 20171
S&CO INC 110.05%0.05%0.05%Q4 2016Q4 20161
KOCH INDUSTRIES INC 110.02%0.02%0.02%Q1 2018Q1 20181
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.02%0.02%0.02%Q1 2021Q1 20211
Grantham, Mayo, Van Otterloo & Co. LLC 110.01%0.01%0.01%Q1 2022Q1 20221
CHICKASAW CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q2 2016Q2 20161
Oasis Management Co Ltd. 110.61%0.61%0.61%Q1 2020Q1 20201
Highstreet Asset Management Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
DAVENPORT & Co LLC 110.06%0.06%0.06%Q2 2021Q2 20211
Values First Advisors, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
RK Capital 111.98%1.98%1.98%Q4 2018Q4 20181
BOSTON FINANCIAL MANGEMENT LLC 110.01%0.01%0.01%Q1 2022Q1 20221
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Avior Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HABERER REGISTERED INVESTMENT ADVISOR INC 110.00%0.00%0.00%Q2 2013Q2 20131
HC FINANCIAL ADVISORS INC 110.01%0.01%0.01%Q3 2020Q3 20201
JS Capital Management LLC 110.05%0.05%0.05%Q3 2019Q3 20191
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
CRAMER ROSENTHAL MCGLYNN LLC 110.10%0.10%0.10%Q4 2014Q4 20141
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Banyan Partners, LLC 110.02%0.02%0.02%Q4 2013Q4 20131
Mariner, LLC 110.03%0.03%0.03%Q4 2013Q4 20131
SEVEN LOCKS CAPITAL MANAGEMENT LP 110.20%0.20%0.20%Q4 2013Q4 20131
Merit Investment Management, LLC 111.45%1.45%1.45%Q2 2013Q2 20131
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.04%0.04%0.04%Q2 2018Q2 20181
Origin Asset Management LLP 110.08%0.08%0.08%Q1 2022Q1 20221
Financial Planners of Cleveland, Inc. 110.28%0.28%0.28%Q4 2021Q4 20211
MPAM CREDIT TRADING PARTNERS L.P. 111.76%1.76%1.76%Q3 2015Q3 20151
INFRASTRUCTURE CAPITAL ADVISORS, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
FDx Advisors, Inc. 110.01%0.01%0.01%Q1 2017Q1 20171
M Holdings Securities, Inc. 110.04%0.04%0.04%Q3 2014Q3 20141
Muzinich & Co., Inc. 111.94%1.94%1.94%Q1 2021Q1 20211
Fernwood Investment Management, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Crescent Capital Group LP 110.35%0.35%0.35%Q3 2016Q3 20161
CAPITAL ONE, NATIONAL ASSOCIATION 110.03%0.03%0.03%Q4 2019Q4 20191
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q1 2014Q1 20141
FrontFour Capital Group LLC 110.12%0.12%0.12%Q3 2016Q3 20161
Sentry Investments Corp. 110.01%0.01%0.01%Q1 2018Q1 20181
Parametrica Management Ltd 110.35%0.35%0.35%Q4 2018Q4 20181
SG Capital Management LLC 110.86%0.86%0.86%Q1 2023Q1 20231
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
WealthStone, Inc. 110.01%0.01%0.01%Q2 2019Q2 20191
Capital Wealth Alliance, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Lakewood Asset Management LLC 110.02%0.02%0.02%Q4 2022Q4 20221
FREEDOM WEALTH ALLIANCE, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
PVG ASSET MANAGEMENT CORP 110.24%0.24%0.24%Q1 2017Q1 20171
NATIONAL PLANNING CORP 110.01%0.01%0.01%Q4 2014Q4 20141
Gryphon Financial Partners LLC 110.02%0.02%0.02%Q4 2017Q4 20171
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
MCDONALD PARTNERS LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Windsor Capital Management, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q2 2022Q2 20221
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Argent Trust Co 110.10%0.10%0.10%Q1 2016Q1 20161
SHEPHERD KAPLAN KROCHUK, LLC 110.07%0.07%0.07%Q3 2016Q3 20161
Alkeon Capital Management 110.01%0.01%0.01%Q4 2016Q4 20161
Brookfield Asset Management 110.01%0.01%0.01%Q2 2013Q2 20131
AE Wealth Management LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Abundance Wealth Counselors 110.00%0.00%0.00%Q1 2021Q1 20211
BNP Paribas Asset Management Holding S.A. 110.01%0.01%0.01%Q2 2018Q2 20181
MOORE CAPITAL MANAGEMENT, LP 110.02%0.02%0.02%Q1 2014Q1 20141
St. Johns Investment Management Company, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
Douglas C. Lane & Associates, Inc. 110.01%0.01%0.01%Q3 2015Q3 20151
Patriot Financial Group Insurance Agency, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
KeyPoint Capital Management, LLC 115.05%5.05%5.05%Q1 2014Q1 20141
AURORA FINANCIAL ADVISORS, LLC 110.38%0.38%0.38%Q4 2017Q4 20171
F3Logic, LLC 110.07%0.07%0.07%Q3 2020Q3 20201
External links

This page lists all the filers that currently own CEDAR FAIR L P or have owned CEDAR FAIR L P in the past.