GSK PLC shareholder history

Current and past GSK PLC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Anchor Investment Management, LLC 32320.00%0.12%0.29%Q1 2016Q4 202332
Sutton Wealth Advisors Inc. 31310.00%0.03%0.11%Q1 2016Q3 202331
SUSQUEHANNA INTERNATIONAL GROUP, LLP 550.00%0.01%0.02%Q3 2022Q3 202315
Cutler Group LLC / CA 550.00%0.01%0.06%Q3 2022Q3 202315
Citadel Advisors 550.00%0.01%0.02%Q3 2022Q3 202315
Cubist Systematic Strategies, LLC 550.01%0.03%0.16%Q3 2022Q3 202314
WOLVERINE TRADING, LLC 550.00%0.00%0.01%Q3 2022Q3 202314
MILLENNIUM MANAGEMENT LLC 550.00%0.02%0.09%Q3 2022Q3 202312
Walleye Trading LLC 550.00%0.01%0.02%Q3 2022Q3 202311
Parallax Volatility Advisers, L.P. 550.00%0.00%0.02%Q3 2022Q3 202311
BOOTHBAY FUND MANAGEMENT, LLC 550.03%0.31%0.65%Q3 2022Q3 202311
CAPITAL FUND MANAGEMENT S.A. 550.00%0.04%0.16%Q3 2022Q3 202310
GOLDMAN SACHS GROUP INC 550.00%0.04%0.08%Q3 2022Q3 202310
PEAK6 Investments LLC 310.00%0.03%0.06%Q3 2022Q3 202310
WELLS FARGO & COMPANY/MN 550.00%0.01%0.03%Q3 2022Q3 202310
UBS Group AG 550.00%0.01%0.02%Q3 2022Q3 20239
Walleye Capital LLC 310.00%0.01%0.02%Q3 2022Q3 20238
Schechter Investment Advisors, LLC 880.02%0.12%0.18%Q4 2021Q3 20238
OPTIMUM INVESTMENT ADVISORS 660.00%0.02%0.05%Q3 2022Q4 20238
HighTower Advisors, LLC 550.00%0.02%0.03%Q3 2022Q3 20237
RAYMOND JAMES & ASSOCIATES 550.00%0.02%0.04%Q3 2022Q3 20237
BUCKINGHAM STRATEGIC WEALTH, LLC 550.00%0.00%0.01%Q3 2022Q3 20237
Canal Insurance CO 550.02%1.41%2.10%Q3 2022Q3 20237
Eversept Partners, LP 555.34%8.31%10.84%Q3 2022Q3 20237
TWO SIGMA SECURITIES, LLC 330.00%0.02%0.03%Q1 2023Q3 20237
Versant Capital Management, Inc 660.00%0.00%0.01%Q3 2022Q4 20236
NewSquare Capital LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Valeo Financial Advisors, LLC 660.02%0.03%0.04%Q2 2022Q3 20236
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Front Row Advisors LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Plante Moran Financial Advisors, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
GoalVest Advisory LLC 660.00%0.00%0.00%Q3 2022Q4 20236
Wellington Shields & Co., LLC 660.03%0.04%0.06%Q2 2022Q3 20236
Hexagon Capital Partners LLC 660.02%0.03%0.05%Q2 2022Q3 20236
BALDWIN BROTHERS LLC/MA 660.00%0.01%0.01%Q3 2022Q4 20236
ROANOKE ASSET MANAGEMENT CORP/ NY 660.49%0.62%0.99%Q2 2022Q3 20236
Anson Funds Management LP 660.10%0.32%0.50%Q2 2022Q3 20236
Avior Wealth Management, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Guardian Wealth Management, Inc. 660.01%0.02%0.04%Q2 2022Q3 20236
CHELSEA COUNSEL CO 660.51%0.58%0.82%Q2 2022Q3 20236
AllSquare Wealth Management LLC 660.05%0.06%0.10%Q2 2022Q3 20236
VAN ECK ASSOCIATES CORP 660.04%0.06%0.07%Q2 2022Q3 20236
CAPTRUST FINANCIAL ADVISORS 660.17%0.21%0.29%Q2 2022Q3 20236
Parallel Advisors, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
WATERS PARKERSON & CO., LLC 660.04%0.04%0.07%Q2 2022Q3 20236
JUNCTURE WEALTH STRATEGIES, LLC 660.17%0.21%0.24%Q3 2022Q4 20236
BARCLAYS PLC 550.00%0.00%0.01%Q3 2022Q3 20236
KORNITZER CAPITAL MANAGEMENT INC /KS 660.30%0.38%0.61%Q2 2022Q3 20236
ATLAS CAPITAL ADVISORS LLC 660.00%0.02%0.11%Q2 2022Q3 20236
Lindbrook Capital, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Point72 Asset Management, L.P. 330.00%0.27%0.77%Q3 2022Q1 20236
CAUSEWAY CAPITAL MANAGEMENT LLC 660.15%0.31%0.54%Q2 2022Q3 20236
COZAD ASSET MANAGEMENT INC 660.04%0.05%0.08%Q2 2022Q3 20236
MARSHALL WACE, LLP 660.01%0.04%0.14%Q2 2022Q3 20236
Caption Management, LLC 550.00%0.03%0.06%Q3 2022Q3 20236
Wellington Shields Capital Management, LLC 660.00%0.01%0.02%Q2 2022Q3 20236
Green Alpha Advisors, LLC 660.31%0.47%0.66%Q3 2022Q4 20236
Advisory Services Network, LLC 660.05%0.07%0.08%Q2 2022Q3 20236
Bartlett & Co. LLC 660.00%0.00%0.00%Q3 2022Q4 20236
Nicholas Hoffman & Company, LLC. 660.06%0.11%0.16%Q2 2022Q3 20236
MERITAGE PORTFOLIO MANAGEMENT 660.22%0.44%0.53%Q2 2022Q3 20236
Stonebridge Capital Advisors LLC 660.01%0.03%0.06%Q2 2022Q3 20236
Column Capital Advisors, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
EverSource Wealth Advisors, LLC 660.01%0.02%0.03%Q2 2022Q3 20236
M&R CAPITAL MANAGEMENT INC 660.00%0.00%0.00%Q3 2022Q4 20236
DEUTSCHE BANK AG\ 550.00%0.03%0.10%Q3 2022Q3 20236
EXCALIBUR MANAGEMENT CORP 660.22%0.25%0.31%Q2 2022Q3 20236
InterOcean Capital Group, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Beutel, Goodman & Co Ltd. 550.00%0.00%0.00%Q3 2022Q3 20235
Schonfeld Strategic Advisors LLC 550.07%0.12%0.20%Q3 2022Q3 20235
US BANCORP \DE\ 550.01%0.01%0.02%Q3 2022Q3 20235
Cohen Investment Advisors LLC 550.22%0.27%0.28%Q3 2022Q3 20235
Moors & Cabot, Inc. 550.07%0.07%0.08%Q3 2022Q3 20235
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 550.38%0.39%0.40%Q3 2022Q3 20235
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 550.02%0.02%0.02%Q3 2022Q3 20235
FIRST MANHATTAN CO. LLC. 550.00%0.00%0.00%Q3 2022Q3 20235
Vise Technologies, Inc. 550.25%0.28%0.29%Q3 2022Q3 20235
MONEY CONCEPTS CAPITAL CORP 550.02%0.04%0.06%Q3 2022Q3 20235
MCF Advisors LLC 550.00%0.00%0.00%Q3 2022Q3 20235
ENVESTNET ASSET MANAGEMENT INC 550.01%0.01%0.03%Q3 2022Q3 20235
VALLEY NATIONAL ADVISERS INC 550.01%0.01%0.01%Q3 2022Q3 20235
Sowell Financial Services LLC 550.03%0.06%0.10%Q3 2022Q3 20235
Ballew Advisors, Inc 550.25%0.27%0.30%Q3 2022Q3 20235
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Zions Bancorporation, N.A. 550.00%0.00%0.00%Q3 2022Q3 20235
IHT Wealth Management, LLC 550.02%0.02%0.03%Q3 2022Q3 20235
Engineers Gate Manager LP 550.01%0.04%0.05%Q3 2022Q3 20235
FRANKLIN RESOURCES INC 550.00%0.00%0.00%Q3 2022Q3 20235
Cetera Advisor Networks LLC 550.02%0.03%0.04%Q3 2022Q3 20235
First Light Asset Management, LLC 550.03%0.03%0.04%Q3 2022Q3 20235
SILVERCREST ASSET MANAGEMENT GROUP LLC 550.08%0.09%0.09%Q3 2022Q3 20235
BUCKHEAD CAPITAL MANAGEMENT LLC 551.60%1.66%1.79%Q3 2022Q3 20235
Piscataqua Savings Bank 550.02%0.03%0.05%Q3 2022Q3 20235
Stratos Wealth Partners, LTD. 550.01%0.02%0.02%Q3 2022Q3 20235
Freedom Investment Management, Inc. 550.16%0.19%0.22%Q3 2022Q3 20235
WFA Asset Management Corp 550.01%0.01%0.02%Q3 2022Q3 20235
Zurcher Kantonalbank (Zurich Cantonalbank) 550.00%0.00%0.00%Q3 2022Q3 20235
GYL FINANCIAL SYNERGIES, LLC 550.04%0.07%0.08%Q3 2022Q3 20235
Bank of New Hampshire 550.00%0.00%0.00%Q3 2022Q3 20235
MORGAN STANLEY 550.02%0.02%0.03%Q3 2022Q3 20235
Capstone Triton Financial Group, LLC 550.27%0.31%0.38%Q3 2022Q3 20235
J2 Capital Management Inc 550.70%0.79%0.88%Q3 2022Q3 20235
HALL LAURIE J TRUSTEE 550.02%0.02%0.02%Q3 2022Q3 20235
Ballentine Partners, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Glenview Trust Co 550.01%0.01%0.01%Q3 2022Q3 20235
MML INVESTORS SERVICES, LLC 550.02%0.02%0.04%Q3 2022Q3 20235
LEVEL FOUR ADVISORY SERVICES, LLC 550.04%0.05%0.07%Q3 2022Q3 20235
WealthTrust Axiom LLC 550.48%0.63%0.72%Q3 2022Q3 20235
Bogart Wealth, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Mine & Arao Wealth Creation & Management, LLC. 550.01%0.01%0.02%Q3 2022Q3 20235
BENJAMIN F. EDWARDS & COMPANY, INC. 550.01%0.01%0.01%Q3 2022Q3 20235
DAVENPORT & Co LLC 550.01%0.01%0.01%Q3 2022Q3 20235
BAILARD, INC. 550.01%0.02%0.02%Q3 2022Q3 20235
PNC FINANCIAL SERVICES GROUP, INC. 550.01%0.01%0.01%Q3 2022Q3 20235
Freestone Capital Holdings, LLC 550.02%0.03%0.04%Q3 2022Q3 20235
Miracle Mile Advisors, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
TCTC Holdings, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Checchi Capital Advisers, LLC 550.03%0.03%0.04%Q3 2022Q3 20235
Invesco Ltd. 550.00%0.00%0.00%Q3 2022Q3 20235
Human Investing LLC 550.05%0.06%0.08%Q3 2022Q3 20235
Greytown Advisors Inc. 550.13%0.19%0.23%Q3 2022Q3 20235
Lafayette Investments 550.21%0.23%0.25%Q3 2022Q3 20235
First Personal Financial Services 550.00%0.00%0.00%Q3 2022Q3 20235
FIRST COMMUNITY TRUST NA 550.01%0.01%0.03%Q3 2022Q3 20235
BELLEVUE ASSET MANAGEMENT, LLC 550.02%0.02%0.02%Q3 2022Q3 20235
Highlander Capital Management, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
Boltwood Capital Management 550.10%0.12%0.13%Q4 2022Q4 20235
Raymond James Financial Services Advisors, Inc. 550.02%0.02%0.02%Q3 2022Q3 20235
Thomasville National Bank 550.27%0.54%1.50%Q3 2022Q3 20235
SRS Capital Advisors, Inc. 550.00%0.01%0.01%Q3 2022Q3 20235
ROYAL BANK OF CANADA 550.02%0.04%0.08%Q3 2022Q3 20235
JOHN G ULLMAN & ASSOCIATES INC 550.40%0.58%1.17%Q3 2022Q3 20235
BARRETT & COMPANY, INC. 550.11%0.16%0.19%Q3 2022Q3 20235
First PREMIER Bank 550.05%0.06%0.07%Q3 2022Q3 20235
Tortoise Investment Management, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
BOKF, NA 550.01%0.01%0.02%Q3 2022Q3 20235
Farmers & Merchants Trust Co of Chambersburg PA 550.06%0.07%0.07%Q3 2022Q3 20235
Laird Norton Wetherby Wealth Management, LLC 550.04%0.08%0.10%Q3 2022Q3 20235
Mondrian Investment Partners LTD 550.76%1.10%1.38%Q3 2022Q3 20235
HARTFORD INVESTMENT MANAGEMENT CO 550.01%0.02%0.02%Q3 2022Q3 20235
THRIVENT FINANCIAL FOR LUTHERANS 550.00%0.00%0.00%Q3 2022Q3 20235
DELTA ASSET MANAGEMENT LLC/TN 550.01%0.02%0.03%Q3 2022Q3 20235
America First Investment Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
1832 Asset Management L.P. 550.00%0.00%0.00%Q3 2022Q3 20235
AMG National Trust Bank 550.07%0.09%0.10%Q3 2022Q3 20235
Laurel Wealth Advisors LLC 550.00%0.00%0.00%Q3 2022Q3 20235
D. SCOTT NEAL, INC. 550.10%0.17%0.25%Q3 2022Q3 20235
TRUIST FINANCIAL CORP 550.01%0.01%0.02%Q3 2022Q3 20235
JOHNSON INVESTMENT COUNSEL INC 550.01%0.01%0.01%Q3 2022Q3 20235
STATE STREET CORP 550.01%0.01%0.02%Q3 2022Q3 20235
AdvisorNet Financial, Inc 550.06%0.08%0.11%Q3 2022Q3 20235
TD Capital Management LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Stephens Consulting, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
CITY HOLDING CO 550.03%0.03%0.03%Q3 2022Q3 20235
JFS WEALTH ADVISORS, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
Prime Capital Investment Advisors, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
PARK AVENUE SECURITIES LLC 550.02%0.02%0.02%Q3 2022Q3 20235
Avion Wealth 550.00%0.00%0.00%Q3 2022Q3 20235
BANK OF AMERICA CORP /DE/ 550.01%0.01%0.01%Q3 2022Q3 20235
HARBOR INVESTMENT ADVISORY, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Addison Advisors LLC 550.01%0.04%0.06%Q3 2022Q3 20235
CIBC WORLD MARKET INC. 550.03%0.03%0.04%Q3 2022Q3 20235
Greystone Financial Group, LLC 550.16%0.19%0.22%Q3 2022Q3 20235
PROFUND ADVISORS LLC 550.02%0.02%0.03%Q3 2022Q3 20235
Argent Trust Co 550.06%0.07%0.08%Q3 2022Q3 20235
MEYER HANDELMAN CO 550.03%0.04%0.04%Q3 2022Q3 20235
CVA Family Office, LLC 550.00%0.05%0.07%Q3 2022Q3 20235
Cranbrook Wealth Management, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Asset Dedication, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Iron Horse Wealth Management, LLC 550.02%0.02%0.04%Q3 2022Q3 20235
Euro Pacific Asset Management, LLC 551.71%1.79%1.97%Q3 2022Q3 20235
Lido Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
CLEAR STREET MARKETS LLC 550.00%0.05%0.17%Q3 2022Q3 20235
EPG Wealth Management LLC 550.10%0.15%0.18%Q3 2022Q3 20235
Kovack Advisors, Inc. 550.03%0.04%0.05%Q3 2022Q3 20235
ASSETMARK, INC 550.00%0.00%0.00%Q3 2022Q3 20235
TD Waterhouse Canada Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
Tidal Investments LLC 550.03%0.03%0.03%Q3 2022Q3 20235
AE Wealth Management LLC 550.01%0.02%0.02%Q3 2022Q3 20235
AMERICAN CENTURY COMPANIES INC 550.01%0.01%0.01%Q3 2022Q3 20235
OLD NATIONAL BANCORP /IN/ 550.01%0.01%0.01%Q3 2022Q3 20235
KANAWHA CAPITAL MANAGEMENT LLC 550.08%0.09%0.11%Q3 2022Q3 20235
Sugarloaf Wealth Management, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Snowden Capital Advisors LLC 550.03%0.03%0.04%Q3 2022Q3 20235
Ipswich Investment Management Co., Inc. 550.09%0.09%0.09%Q3 2022Q3 20235
WASHINGTON CAPITAL MANAGEMENT, INC 550.57%0.60%0.63%Q3 2022Q3 20235
ACADIAN ASSET MANAGEMENT LLC 550.20%0.75%1.14%Q3 2022Q3 20235
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 550.01%0.01%0.01%Q3 2022Q3 20235
LPL Financial LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Grantham, Mayo, Van Otterloo & Co. LLC 550.03%0.15%0.36%Q3 2022Q3 20235
Eagle Bay Advisors LLC 550.01%0.02%0.03%Q3 2022Q3 20235
Bank of New York Mellon Corp 550.01%0.01%0.01%Q3 2022Q3 20235
HOEY INVESTMENTS, INC 550.00%0.01%0.04%Q3 2022Q3 20235
Arete Wealth Advisors, LLC 550.03%0.03%0.06%Q3 2022Q3 20235
STIFEL FINANCIAL CORP 550.03%0.03%0.04%Q3 2022Q3 20235
GLENMEDE TRUST CO NA 550.01%0.01%0.01%Q3 2022Q3 20235
Gleason Group, Inc. 550.11%0.12%0.13%Q3 2022Q3 20235
D.A. DAVIDSON & CO. 550.05%0.05%0.05%Q3 2022Q3 20235
Ativo Capital Management LLC 550.91%1.02%1.10%Q3 2022Q3 20235
VOLORIDGE INVESTMENT MANAGEMENT, LLC 550.04%0.09%0.16%Q3 2022Q3 20235
Crossmark Global Holdings, Inc. 550.02%0.02%0.02%Q3 2022Q3 20235
RITHOLTZ WEALTH MANAGEMENT 550.07%0.10%0.14%Q3 2022Q3 20235
KELLEHER FINANCIAL ADVISORS 550.20%0.22%0.26%Q3 2022Q3 20235
XML Financial, LLC 550.13%0.14%0.14%Q3 2022Q3 20235
Realta Investment Advisors 550.06%0.07%0.09%Q3 2022Q3 20235
Allworth Financial LP 550.00%0.00%0.00%Q3 2022Q3 20235
CREDIT AGRICOLE S A 550.00%0.01%0.01%Q3 2022Q3 20235
Jacobi Capital Management LLC 550.04%0.05%0.05%Q3 2022Q3 20235
CLIFFORD CAPITAL PARTNERS LLC 552.55%2.79%2.96%Q3 2022Q3 20235
Crewe Advisors LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Atria Wealth Solutions, Inc. 550.01%0.01%0.02%Q3 2022Q3 20235
CarsonAllaria Wealth Management, Ltd. 550.04%0.13%0.21%Q3 2022Q3 20235
Pflug Koory, LLC 550.00%0.01%0.02%Q3 2022Q3 20235
KAVAR CAPITAL PARTNERS GROUP, LLC 550.38%0.42%0.45%Q3 2022Q3 20235
SIMPLEX TRADING, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
STEPHENS INC /AR/ 550.02%0.03%0.03%Q3 2022Q3 20235
JANE STREET GROUP, LLC 550.00%0.01%0.03%Q3 2022Q3 20235
Independent Advisor Alliance 550.00%0.04%0.11%Q3 2022Q3 20235
Baird Financial Group, Inc. 550.00%0.01%0.02%Q3 2022Q3 20235
FIRST FINANCIAL CORP /IN/ 550.01%0.01%0.01%Q3 2022Q3 20235
PSI Advisors, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
Fiduciary Group LLC 550.04%0.04%0.04%Q3 2022Q3 20235
EQUITY INVESTMENT CORP 552.95%3.48%3.85%Q3 2022Q3 20235
INGALLS & SNYDER LLC 550.05%0.05%0.07%Q3 2022Q3 20235
AMERIPRISE FINANCIAL INC 550.01%0.01%0.02%Q3 2022Q3 20235
IFG Advisory, LLC 550.05%0.06%0.08%Q3 2022Q3 20235
JTC Employer Solutions Trustee Ltd 5523.02%43.70%54.05%Q3 2022Q3 20235
Transamerica Financial Advisors, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
JANICZEK WEALTH MANAGEMENT, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
NORTHERN TRUST CORP 550.01%0.01%0.01%Q3 2022Q3 20235
CREATIVE FINANCIAL DESIGNS INC /ADV 550.00%0.00%0.00%Q3 2022Q3 20235
EVERMAY WEALTH MANAGEMENT LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Employees Retirement System of Texas 550.11%0.13%0.16%Q3 2022Q3 20235
SIGNATUREFD, LLC 550.02%0.02%0.03%Q3 2022Q3 20235
Financial Gravity Asset Management, Inc. 550.00%0.08%0.16%Q3 2022Q3 20235
ADVISOR PARTNERS II, LLC 550.04%0.04%0.04%Q3 2022Q3 20235
Avondale Wealth Management 550.01%0.01%0.01%Q3 2022Q3 20235
Cerity Partners LLC 550.01%0.02%0.02%Q3 2022Q3 20235
Caprock Group, LLC 550.03%0.04%0.04%Q3 2022Q3 20235
Gilman Hill Asset Management, LLC 550.37%0.40%0.43%Q3 2022Q3 20235
IMA Wealth, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Gradient Investments LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Cambridge Investment Research Advisors, Inc. 550.02%0.03%0.03%Q3 2022Q3 20235
BROWN BROTHERS HARRIMAN & CO 550.00%0.00%0.00%Q3 2022Q3 20235
Neuberger Berman Group LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Magnetar Financial LLC 550.53%1.10%1.50%Q3 2022Q3 20235
Bridgewater Associates 550.01%0.03%0.04%Q3 2022Q3 20235
YOUSIF CAPITAL MANAGEMENT, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
Ironwood Financial, llc 550.05%0.08%0.10%Q3 2022Q3 20235
Russell Investments Group, Ltd. 550.06%0.07%0.08%Q3 2022Q3 20235
Missouri Trust & Investment Co 550.01%0.08%0.12%Q3 2022Q3 20235
Wallace Capital Management Inc. 550.46%0.49%0.52%Q3 2022Q3 20235
OSAIC HOLDINGS, INC. 550.02%0.02%0.03%Q3 2022Q3 20235
COOK WEALTH MANAGEMENT GROUP LLC 550.42%0.65%0.83%Q3 2022Q3 20235
Mount Yale Investment Advisors, LLC 550.03%0.07%0.10%Q3 2022Q3 20235
Balentine LLC 550.02%0.03%0.03%Q3 2022Q3 20235
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 550.00%0.00%0.00%Q3 2022Q3 20235
WHITTIER TRUST CO 550.01%0.02%0.03%Q3 2022Q3 20235
American Assets Investment Management, LLC 550.15%0.16%0.16%Q3 2022Q3 20235
Janney Montgomery Scott LLC 550.04%0.06%0.08%Q3 2022Q3 20235
KCS Wealth Advisory 550.26%0.29%0.33%Q3 2022Q3 20235
SYNOVUS FINANCIAL CORP 550.03%0.05%0.06%Q3 2022Q3 20235
FINANCIAL COUNSELORS INC 550.11%0.12%0.12%Q3 2022Q3 20235
Aull & Monroe Investment Management Corp 550.22%0.23%0.24%Q3 2022Q3 20235
SEI INVESTMENTS CO 550.04%0.05%0.06%Q3 2022Q3 20235
Foster Victor Wealth Advisors, LLC 550.54%0.57%0.62%Q3 2022Q3 20235
Larson Financial Group LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Holowesko Partners Ltd. 550.80%0.86%0.97%Q3 2022Q3 20235
Kingsview Wealth Management, LLC 550.02%0.03%0.03%Q3 2022Q3 20235
LETKO, BROSSEAU & ASSOCIATES INC 550.32%0.70%0.85%Q3 2022Q3 20235
Qtron Investments LLC 550.07%0.19%0.26%Q3 2022Q3 20235
Bell Bank 550.66%0.68%0.70%Q3 2022Q3 20235
BONNESS ENTERPRISES INC 550.83%0.85%0.88%Q3 2022Q3 20235
PEOPLES FINANCIAL SERVICES CORP. 550.05%0.07%0.08%Q3 2022Q3 20235
Innova Wealth Partners 550.36%0.38%0.39%Q3 2022Q3 20235
Arkadios Wealth Advisors 550.20%0.22%0.25%Q3 2022Q3 20235
NATIXIS ADVISORS, L.P. 550.02%0.03%0.03%Q3 2022Q3 20235
Boston Common Asset Management, LLC 550.02%0.03%0.05%Q3 2022Q3 20235
Robinson Value Management, Ltd. 553.40%3.64%4.00%Q3 2022Q3 20235
JPMORGAN CHASE & CO 550.00%0.00%0.00%Q3 2022Q3 20235
NorthCrest Asset Manangement, LLC 550.48%0.55%0.65%Q3 2022Q3 20235
Tradewinds Capital Management, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
FIDUCIARY TRUST CO 550.01%0.01%0.01%Q3 2022Q3 20235
Clean Yield Group 552.70%3.00%3.46%Q3 2022Q3 20235
NATIONAL BANK OF CANADA /FI/ 550.01%0.04%0.09%Q3 2022Q3 20235
HHM Wealth Advisors, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Martin Investment Management, LLC 550.15%0.19%0.28%Q3 2022Q3 20235
SIGNET FINANCIAL MANAGEMENT, LLC 550.07%0.07%0.08%Q3 2022Q3 20235
U.S. Capital Wealth Advisors, LLC 550.27%0.31%0.36%Q3 2022Q3 20235
M&T BANK CORP 550.01%0.01%0.01%Q3 2022Q3 20235
First Trust Direct Indexing L.P. 550.04%0.05%0.07%Q3 2022Q3 20235
HM PAYSON & CO 550.00%0.00%0.00%Q3 2022Q3 20235
PRUDENTIAL FINANCIAL INC 550.00%0.00%0.00%Q3 2022Q3 20235
WOLFF WIESE MAGANA LLC 550.00%0.00%0.00%Q3 2022Q3 20235
ROTHSCHILD INVESTMENT LLC /IL 550.06%0.06%0.09%Q3 2022Q3 20235
PLIMOTH TRUST CO LLC 550.07%0.08%0.08%Q3 2022Q3 20235
Barry Investment Advisors, LLC 550.14%0.22%0.29%Q3 2022Q3 20235
Regal Investment Advisors LLC 550.08%0.08%0.09%Q3 2022Q3 20235
PRICE T ROWE ASSOCIATES INC /MD/ 550.05%0.06%0.07%Q3 2022Q3 20235
Principle Wealth Partners LLC 550.02%0.03%0.03%Q3 2022Q3 20235
CKW FINANCIAL GROUP 550.02%0.02%0.02%Q3 2022Q3 20235
Investors Research Corp 550.12%0.14%0.18%Q3 2022Q3 20235
CITIGROUP INC 550.00%0.00%0.01%Q3 2022Q3 20235
Apollon Wealth Management, LLC 550.02%0.02%0.03%Q3 2022Q3 20235
EXENCIAL WEALTH ADVISORS, LLC 550.07%0.08%0.09%Q3 2022Q3 20235
GREENLEAF TRUST 550.00%0.01%0.01%Q3 2022Q3 20235
Sunbelt Securities, Inc. 550.04%0.06%0.08%Q3 2022Q3 20235
BRANDES INVESTMENT PARTNERS, LP 550.02%0.38%0.48%Q3 2022Q3 20235
Mirador Capital Partners LP 550.09%0.11%0.12%Q3 2022Q3 20235
Busey Bank 550.02%0.02%0.02%Q3 2022Q3 20235
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 550.01%0.02%0.03%Q3 2022Q3 20235
Compass Wealth Management LLC 550.00%0.01%0.01%Q4 2022Q4 20235
Capital Research Global Investors 550.02%0.02%0.02%Q3 2022Q3 20235
Bell Investment Advisors, Inc 550.00%0.00%0.00%Q3 2022Q3 20235
Prestige Wealth Management Group LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Estabrook Capital Management 550.01%0.01%0.01%Q3 2022Q3 20235
GREENWOOD CAPITAL ASSOCIATES LLC 550.26%0.29%0.30%Q3 2022Q3 20235
Tradition Wealth Management, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
OLIVER LAGORE VANVALIN INVESTMENT GROUP 550.01%0.01%0.01%Q3 2022Q3 20235
Private Advisor Group, LLC 550.02%0.02%0.04%Q3 2022Q3 20235
Brandywine Global Investment Management, LLC 550.34%0.41%0.46%Q3 2022Q3 20235
Resurgent Financial Advisors LLC 550.04%0.06%0.14%Q3 2022Q3 20235
BLB&B Advisors, LLC 550.02%0.02%0.04%Q3 2022Q3 20235
TOTH FINANCIAL ADVISORY CORP 550.00%0.00%0.00%Q3 2022Q3 20235
Altrius Capital Management Inc 551.90%1.93%1.95%Q3 2022Q3 20235
SITTNER & NELSON, LLC 550.11%0.19%0.25%Q3 2022Q3 20235
FMR LLC 550.04%0.05%0.06%Q3 2022Q3 20235
SCOTIA CAPITAL INC. 550.01%0.02%0.02%Q3 2022Q3 20235
NORWOOD FINANCIAL CORP 550.05%0.05%0.05%Q3 2022Q3 20235
Fisher Asset Management, LLC 550.27%0.28%0.30%Q3 2022Q3 20235
Stockman Wealth Management, Inc. 551.21%1.33%1.48%Q3 2022Q3 20235
OPPENHEIMER & CO INC 550.06%0.07%0.07%Q3 2022Q3 20235
TSFG, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Integrated Wealth Concepts LLC 550.01%0.02%0.02%Q3 2022Q3 20235
GW&K Investment Management, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Vanguard Personalized Indexing Management, LLC 550.03%0.04%0.04%Q3 2022Q3 20235
MANUFACTURERS LIFE INSURANCE COMPANY, THE 550.01%0.02%0.02%Q3 2022Q3 20235
COMMONWEALTH EQUITY SERVICES, LLC 550.04%0.04%0.04%Q3 2022Q3 20235
Renaissance Technologies 550.16%0.25%0.39%Q3 2022Q3 20235
Clearstead Advisors, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
UBS OCONNOR LLC 310.01%0.11%0.19%Q3 2022Q3 20235
PRIMECAP MANAGEMENT CO/CA/ 550.01%0.23%0.37%Q3 2022Q3 20235
TOMPKINS FINANCIAL CORP 550.01%0.01%0.02%Q4 2022Q4 20235
LAZARD ASSET MANAGEMENT LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Saturna Capital CORP 550.02%0.04%0.14%Q3 2022Q3 20235
MONTAG A & ASSOCIATES INC 550.01%0.01%0.01%Q3 2022Q3 20235
Rosenberg Matthew Hamilton 550.03%0.03%0.03%Q3 2022Q3 20235
Hillman Capital Management, Inc. 552.95%3.13%3.28%Q3 2022Q3 20235
FLAGSHIP HARBOR ADVISORS, LLC 550.04%0.05%0.09%Q3 2022Q3 20235
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
FinTrust Capital Advisors, LLC 550.02%0.03%0.04%Q3 2022Q3 20235
Camber Capital Management LP 552.25%3.99%5.03%Q3 2022Q3 20235
Koss-Olinger Consulting, LLC 550.08%0.21%0.28%Q3 2022Q3 20235
Equitable Holdings, Inc. 550.02%0.02%0.02%Q3 2022Q3 20235
Allspring Global Investments Holdings, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Belpointe Asset Management LLC 550.02%0.04%0.07%Q3 2022Q3 20235
CWM, LLC 550.05%0.05%0.06%Q3 2022Q3 20235
PINNACLE FINANCIAL PARTNERS INC 550.00%0.01%0.01%Q3 2022Q3 20235
SVB WEALTH LLC 550.01%0.01%0.01%Q3 2022Q3 20235
LSV ASSET MANAGEMENT 550.00%0.00%0.00%Q3 2022Q3 20235
Cetera Investment Advisers 550.02%0.02%0.03%Q3 2022Q3 20235
SALEM INVESTMENT COUNSELORS INC 550.00%0.00%0.01%Q3 2022Q3 20235
Cohen Klingenstein LLC 550.22%0.24%0.26%Q3 2022Q3 20235
New England Research & Management, Inc. 550.43%0.45%0.48%Q3 2022Q3 20235
Roble, Belko & Company, Inc 550.01%0.01%0.01%Q3 2022Q3 20235
WELLINGTON MANAGEMENT GROUP LLP 550.01%0.01%0.01%Q3 2022Q3 20235
Centerpoint Advisors, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
OPPENHEIMER ASSET MANAGEMENT INC. 550.03%0.04%0.06%Q3 2022Q3 20235
Lee Financial Co 550.00%0.00%0.00%Q3 2022Q3 20235
Private Advisory Group LLC 550.25%1.00%1.62%Q3 2022Q3 20235
JACOBS & CO/CA 550.66%0.69%0.74%Q3 2022Q3 20235
Prospera Financial Services Inc 550.01%0.02%0.02%Q3 2022Q3 20235
Gladstone Institutional Advisory LLC 550.02%0.03%0.03%Q3 2022Q3 20235
FARMERS & MERCHANTS INVESTMENTS INC 550.00%0.01%0.03%Q3 2022Q3 20235
UNITED CAPITAL FINANCIAL ADVISORS, LLC 550.06%0.08%0.09%Q3 2022Q3 20235
RAYMOND JAMES TRUST N.A. 550.04%0.05%0.05%Q3 2022Q3 20235
Signature Wealth Management Partners, LLC 550.24%0.25%0.27%Q3 2022Q3 20235
CWA Asset Management Group, LLC 550.05%0.06%0.07%Q3 2022Q3 20235
J.P. Morgan Private Wealth Advisors LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Halpern Financial, Inc. 410.00%0.00%0.00%Q1 2021Q3 20225
First City Capital Management, Inc. 550.39%0.47%0.52%Q3 2022Q3 20235
TUCKER ASSET MANAGEMENT LLC 550.00%0.00%0.00%Q3 2022Q3 20235
FARMERS TRUST CO 550.07%0.20%0.70%Q3 2022Q3 20235
JNBA Financial Advisors 550.00%0.00%0.01%Q3 2022Q3 20235
PINNACLE ASSOCIATES LTD 550.02%0.03%0.03%Q3 2022Q3 20235
Thrive Wealth Management, LLC 550.10%0.11%0.11%Q3 2022Q3 20235
Bison Wealth, LLC 550.08%0.11%0.14%Q3 2022Q3 20235
North Star Investment Management Corp. 550.02%0.03%0.03%Q3 2022Q3 20235
First Horizon Advisors, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Beacon Pointe Advisors, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Rockefeller Capital Management L.P. 550.06%0.07%0.08%Q3 2022Q3 20235
Western Pacific Wealth Management, LP 550.00%0.00%0.00%Q3 2022Q3 20235
Cetera Advisors LLC 550.02%0.05%0.06%Q3 2022Q3 20235
Westside Investment Management, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 550.34%0.45%0.69%Q3 2022Q3 20235
Chicago Capital, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
AUXIER ASSET MANAGEMENT 550.20%0.21%0.22%Q3 2022Q3 20235
Cadence Bank 550.02%0.03%0.05%Q3 2022Q3 20235
WEDBUSH SECURITIES INC 550.04%0.04%0.04%Q3 2022Q3 20235
O'ROURKE & COMPANY, Inc 550.61%0.69%0.76%Q3 2022Q3 20235
Brookstone Capital Management 550.01%0.02%0.02%Q3 2022Q3 20235
Princeton Global Asset Management LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Mutual Advisors, LLC 550.01%0.03%0.04%Q3 2022Q3 20235
KEYBANK NATIONAL ASSOCIATION/OH 550.00%0.00%0.01%Q3 2022Q3 20235
Ellevest, Inc. 550.02%0.04%0.04%Q3 2022Q3 20235
KENFARB & CO. 550.26%0.29%0.31%Q3 2022Q3 20235
Hoese & Co LLP 550.01%0.01%0.01%Q3 2022Q3 20235
Tower Research Capital LLC (TRC) 550.00%0.00%0.01%Q3 2022Q3 20235
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 550.00%0.00%0.00%Q3 2022Q3 20235
FRED ALGER MANAGEMENT, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
CENTRAL TRUST Co 550.01%0.01%0.01%Q3 2022Q3 20235
DIMENSIONAL FUND ADVISORS LP 550.02%0.02%0.02%Q3 2022Q3 20235
Sandy Spring Bank 550.00%0.00%0.00%Q3 2022Q3 20235
WINTRUST INVESTMENTS LLC 550.05%0.07%0.09%Q3 2022Q3 20235
Traverso Chambers Private Wealth Management, LLC 550.14%0.16%0.16%Q3 2022Q3 20235
CreativeOne Wealth, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
SeaCrest Wealth Management, LLC 550.12%0.12%0.13%Q3 2022Q3 20235
AIMZ Investment Advisors, LLC 551.00%1.05%1.09%Q3 2022Q3 20235
Ariel Investments 550.05%0.06%0.07%Q3 2022Q3 20235
S.A. Mason LLC 550.02%0.02%0.02%Q3 2022Q3 20235
HOHIMER WEALTH MANAGEMENT, LLC 550.15%0.51%0.67%Q3 2022Q3 20235
PEAPACK GLADSTONE FINANCIAL CORP 550.01%0.01%0.02%Q3 2022Q3 20235
Douglas Lane & Associates, LLC 550.86%1.21%1.41%Q3 2022Q3 20235
BROWN ADVISORY INC 550.00%0.00%0.00%Q3 2022Q3 20235
Steward Partners Investment Advisory, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Triumph Capital Management 550.21%0.25%0.35%Q3 2022Q3 20235
OLD SECOND NATIONAL BANK OF AURORA 550.01%0.01%0.01%Q3 2022Q3 20235
Haverford Trust Co 550.04%0.04%0.04%Q3 2022Q3 20235
Blume Capital Management, Inc. 550.02%0.03%0.04%Q3 2022Q3 20235
Manchester Capital Management LLC 550.00%0.00%0.00%Q3 2022Q3 20235
HAZLETT, BURT & WATSON, INC. 550.02%0.03%0.04%Q3 2022Q3 20235
COMMERCE BANK 550.00%0.00%0.00%Q3 2022Q3 20235
CENTAURUS FINANCIAL, INC. 550.02%0.03%0.03%Q3 2022Q3 20235
BESSEMER GROUP INC 550.00%0.00%0.00%Q3 2022Q3 20235
Coston, McIsaac & Partners 550.01%0.02%0.02%Q3 2022Q3 20235
NEW YORK STATE COMMON RETIREMENT FUND 550.00%0.01%0.02%Q3 2022Q3 20235
Pacer Advisors, Inc. 550.06%0.10%0.16%Q3 2022Q3 20235
B. Metzler seel. Sohn & Co. AG 550.01%0.01%0.01%Q3 2022Q3 20235
Canal Capital Management, LLC 550.11%0.12%0.13%Q3 2022Q3 20235
Range Financial Group LLC 550.23%0.25%0.27%Q3 2022Q3 20235
RFG Advisory, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
HUNTINGTON NATIONAL BANK 550.00%0.00%0.00%Q3 2022Q3 20235
MERCER GLOBAL ADVISORS INC /ADV 550.01%0.01%0.02%Q3 2022Q3 20235
TRUST CO OF VERMONT 550.00%0.00%0.00%Q3 2022Q3 20235
Y-Intercept (Hong Kong) Ltd 550.11%0.24%0.37%Q3 2022Q3 20235
Aspire Private Capital, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Kestra Advisory Services, LLC 550.02%0.02%0.02%Q3 2022Q3 20235
Johnson Midwest Financial, LLC 550.04%0.34%0.73%Q3 2022Q3 20235
ClearBridge Investments 550.00%0.00%0.00%Q3 2022Q3 20235
Aristotle Capital Management, LLC 550.09%0.12%0.14%Q3 2022Q3 20235
Global Retirement Partners, LLC 550.01%0.02%0.05%Q3 2022Q3 20235
Sigma Planning Corp 550.06%0.08%0.08%Q3 2022Q3 20235
Ancora Advisors LLC 550.00%0.01%0.01%Q3 2022Q3 20235
EMFO, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Royal Fund Management, LLC 550.10%0.11%0.12%Q3 2022Q3 20235
EP Wealth Advisors, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
GABELLI FUNDS LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Advisors Asset Management, Inc. 550.06%0.08%0.09%Q3 2022Q3 20235
AVANTAX ADVISORY SERVICES, INC. 550.02%0.03%0.03%Q3 2022Q3 20235
Clark Capital Management Group, Inc. 550.32%0.37%0.43%Q3 2022Q3 20235
DODGE & COX 551.31%1.58%1.69%Q3 2022Q3 20235
AlphaCentric Advisors LLC 550.99%1.64%2.12%Q3 2022Q3 20235
HORIZON KINETICS ASSET MANAGEMENT LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Founders Financial Alliance, LLC 550.12%0.14%0.15%Q3 2022Q3 20235
NICHOLAS COMPANY, INC. 550.08%0.13%0.15%Q3 2022Q3 20235
WHITTIER TRUST CO OF NEVADA INC 550.00%0.00%0.00%Q3 2022Q3 20235
Focused Wealth Management, Inc 550.16%0.18%0.19%Q3 2022Q3 20235
MACQUARIE GROUP LTD 550.04%0.06%0.08%Q3 2022Q3 20235
ARMISTICE CAPITAL, LLC 550.16%1.14%1.87%Q3 2022Q3 20235
BLAIR WILLIAM & CO/IL 550.00%0.00%0.01%Q3 2022Q3 20235
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 550.06%0.07%0.09%Q3 2022Q3 20235
Clearstead Trust, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
LINCOLN NATIONAL CORP 550.01%0.01%0.01%Q3 2022Q3 20235
EVERETT HARRIS & CO /CA/ 550.01%0.01%0.01%Q3 2022Q3 20235
B. Riley Wealth Advisors, Inc. 550.03%0.04%0.05%Q3 2022Q3 20235
Vestmark Advisory Solutions, Inc. 550.05%0.07%0.10%Q3 2022Q3 20235
Herold Advisors, Inc. 550.11%0.19%0.38%Q3 2022Q3 20235
Glassman Wealth Services 550.00%0.01%0.01%Q3 2022Q3 20235
Cardinal Capital Management 550.21%0.35%0.56%Q3 2022Q3 20235
TORONTO DOMINION BANK 550.00%0.00%0.00%Q3 2022Q3 20235
Creative Planning 550.01%0.01%0.01%Q3 2022Q3 20235
Ethic Inc. 550.10%0.14%0.18%Q3 2022Q3 20235
FIFTH THIRD BANCORP 550.00%0.00%0.00%Q3 2022Q3 20235
BOK Financial Private Wealth, Inc. 550.01%0.01%0.02%Q3 2022Q3 20235
Huber Capital Management LLC 550.21%0.49%0.67%Q3 2022Q3 20235
Delos Wealth Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
SOA Wealth Advisors, LLC. 550.02%0.02%0.02%Q3 2022Q3 20235
West Branch Capital LLC 550.02%0.03%0.03%Q3 2022Q3 20235
Mariner, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Ledyard National Bank 550.03%0.03%0.03%Q3 2022Q3 20235
Roberts Wealth Advisors, LLC 550.95%1.04%1.14%Q3 2022Q3 20235
PATHSTONE FAMILY OFFICE, LLC 550.00%0.01%0.02%Q3 2022Q3 20235
QUADRANT CAPITAL GROUP LLC 550.02%0.05%0.06%Q3 2022Q3 20235
Citizens National Bank Trust Department 550.01%0.01%0.01%Q3 2022Q3 20235
NORTHWEST INVESTMENT COUNSELORS, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
Naviter Wealth, LLC 550.30%0.33%0.37%Q3 2022Q3 20235
PHILADELPHIA TRUST CO 550.24%0.25%0.27%Q3 2022Q3 20235
CULLEN/FROST BANKERS, INC. 550.04%0.08%0.10%Q3 2022Q3 20235
NAPLES GLOBAL ADVISORS, LLC 550.17%0.20%0.22%Q3 2022Q3 20235
BALYASNY ASSET MANAGEMENT L.P. 210.07%0.11%0.20%Q3 2022Q3 20235
KESTRA PRIVATE WEALTH SERVICES, LLC 550.02%0.02%0.03%Q3 2022Q3 20235
GUGGENHEIM CAPITAL LLC 550.01%0.01%0.01%Q3 2022Q3 20235
BlackRock Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Archer Investment Corp 550.00%0.00%0.00%Q3 2022Q3 20235
Ballast, Inc. 550.10%0.26%0.32%Q3 2022Q3 20235
Leisure Capital Management 550.38%0.47%0.52%Q3 2022Q3 20235
NewEdge Wealth, LLC 550.04%0.05%0.05%Q3 2022Q3 20235
NOMURA ASSET MANAGEMENT CO LTD 550.00%0.00%0.00%Q3 2022Q3 20235
DT Investment Partners, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Csenge Advisory Group 440.01%0.02%0.02%Q4 2022Q3 20234
MISSION WEALTH MANAGEMENT, LP 440.01%0.01%0.01%Q3 2022Q2 20234
Alan B Lancz & Associates, Inc. 440.36%0.43%0.47%Q4 2022Q3 20234
Hills Bank & Trust Co 440.04%0.07%0.08%Q4 2022Q3 20234
LOGAN CAPITAL MANAGEMENT INC 440.02%0.08%0.14%Q4 2022Q3 20234
Visionary Wealth Advisors 440.02%0.20%0.28%Q4 2022Q3 20234
Capital Investment Advisory Services, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
RFP Financial Group LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Trust Co 440.00%0.00%0.00%Q4 2022Q3 20234
Choate Investment Advisors 440.03%0.04%0.05%Q4 2022Q3 20234
Great Lakes Retirement, Inc. 440.16%0.18%0.21%Q4 2022Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
Retirement Planning Co of New England, Inc. 440.34%0.37%0.40%Q3 2022Q2 20234
Bard Financial Services, Inc. 440.02%0.02%0.03%Q4 2022Q3 20234
JARISLOWSKY, FRASER Ltd 440.00%0.00%0.00%Q3 2022Q2 20234
GTS SECURITIES LLC 220.01%0.05%0.16%Q2 2023Q3 20234
OmniStar Financial Group, Inc. 440.67%0.83%0.96%Q4 2022Q3 20234
Wealth Alliance Advisory Group, LLC 440.12%0.16%0.20%Q4 2022Q3 20234
REGIONS FINANCIAL CORP 440.01%0.01%0.01%Q4 2022Q3 20234
Concord Wealth Partners 440.01%0.01%0.02%Q4 2022Q3 20234
Dynamic Advisor Solutions LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Sanctuary Wealth Management, L.L.C. 210.02%0.03%0.03%Q1 2010Q3 20234
Stiles Financial Services Inc 440.10%0.11%0.12%Q4 2022Q3 20234
Bigelow Investment Advisors, LLC 440.15%0.16%0.16%Q3 2022Q2 20234
BDO Wealth Advisors, LLC 440.01%0.01%0.01%Q3 2022Q2 20234
Knott David M Jr 440.80%0.88%0.92%Q4 2022Q3 20234
LMR Partners LLP 440.00%0.07%0.19%Q3 2022Q2 20234
Live Oak Investment Partners 440.00%0.00%0.00%Q4 2022Q3 20234
Family Legacy, Inc. 440.09%0.10%0.10%Q4 2022Q3 20234
NICOLET BANKSHARES INC 440.11%0.19%0.28%Q4 2022Q3 20234
MinichMacGregor Wealth Management, LLC 440.00%0.06%0.09%Q4 2022Q3 20234
Cravens & Co Advisors, LLC 440.31%0.31%0.32%Q4 2022Q3 20234
SEVEN EIGHT CAPITAL, LP 220.13%0.24%0.30%Q3 2022Q3 20234
Tekla Capital Management LLC 440.05%0.06%0.06%Q3 2022Q2 20234
J.W. COLE ADVISORS, INC. 310.02%0.02%0.02%Q3 2022Q3 20234
MGO ONE SEVEN LLC 440.02%0.03%0.05%Q4 2022Q3 20234
SouthState Corp 440.00%0.00%0.00%Q4 2022Q3 20234
Aspen Grove Capital, LLC 440.37%0.44%0.49%Q4 2022Q3 20234
NOMURA HOLDINGS INC 440.01%0.15%0.30%Q4 2022Q3 20234
ST GERMAIN D J CO INC 310.00%0.00%0.00%Q4 2022Q4 20234
INTRUST BANK NA 440.03%0.03%0.04%Q4 2022Q3 20234
Twin Lakes Capital Management, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
BRADLEY FOSTER & SARGENT INC/CT 440.00%0.00%0.01%Q4 2022Q3 20234
Seed Wealth Management, Inc. 440.27%0.29%0.29%Q4 2022Q3 20234
ADVISORS MANAGEMENT GROUP INC /ADV 440.86%0.90%0.95%Q4 2022Q3 20234
Ameritas Advisory Services, LLC 440.07%0.07%0.08%Q4 2022Q3 20234
Keystone Financial Planning, Inc. 440.59%1.88%3.18%Q4 2022Q3 20234
HIGHLAND CAPITAL MANAGEMENT, LLC 220.05%0.05%0.06%Q3 2022Q3 20234
Quantinno Capital Management LP 440.03%0.05%0.11%Q4 2022Q3 20234
Keystone Financial Group 220.06%0.06%0.07%Q3 2022Q3 20234
Savant Capital, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Kooman & Associates 440.11%0.14%0.20%Q4 2022Q3 20234
Sequoia Financial Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
UMB Bank, n.a. 440.00%0.00%0.00%Q4 2022Q3 20234
United Bank 440.43%0.52%0.58%Q4 2022Q3 20234
BerganKDV Wealth Management, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Hendershot Investments Inc. 440.02%0.03%0.03%Q4 2022Q3 20234
Morningstar Investment Services LLC 440.00%0.15%0.53%Q4 2022Q3 20234
D. E. Shaw & Co., Inc. 220.00%0.00%0.01%Q3 2022Q3 20234
FORA Capital, LLC 310.02%0.20%0.46%Q3 2022Q3 20234
HF Advisory Group, LLC 440.23%0.25%0.26%Q4 2022Q3 20234
Colonial Trust Co / SC 440.00%0.04%0.07%Q4 2022Q3 20234
Hudson Portfolio Management LLC 440.86%0.88%0.91%Q4 2022Q3 20234
Compagnie Lombard Odier SCmA 440.00%0.00%0.00%Q3 2022Q2 20234
KG&L Capital Management,LLC 440.86%0.91%0.99%Q4 2022Q3 20234
TILIA FIDUCIARY PARTNERS, INC. 440.00%0.00%0.00%Q3 2022Q2 20234
Rathbones Group PLC 440.00%0.00%0.00%Q4 2022Q3 20234
Greenwich Wealth Management LLC 440.12%0.12%0.12%Q4 2022Q3 20234
HARBOUR INVESTMENTS, INC. 440.00%0.01%0.01%Q4 2022Q3 20234
Simmons Bank 440.32%0.39%0.43%Q4 2022Q3 20234
Winch Advisory Services, LLC 440.01%0.01%0.01%Q3 2022Q2 20234
Truvestments Capital LLC 440.00%0.01%0.02%Q4 2022Q3 20234
Delta Financial Group, Inc. 440.10%0.17%0.33%Q4 2022Q3 20234
Pacific Center for Financial Services 310.00%0.00%0.00%Q3 2022Q3 20234
Powers Advisory Group, LLC 440.15%0.16%0.17%Q4 2022Q3 20234
FULTON BANK, N.A. 440.01%0.02%0.02%Q3 2022Q2 20234
VAUGHAN & Co SECURITIES, INC. 440.44%0.51%0.67%Q4 2022Q3 20234
WEBSTER BANK, N. A. 440.00%0.00%0.00%Q4 2022Q3 20234
Parkside Financial Bank & Trust 440.00%0.00%0.00%Q4 2022Q3 20234
Worth Venture Partners, LLC 440.32%0.57%0.66%Q4 2022Q3 20234
Strategic Global Advisors, LLC 440.06%0.08%0.09%Q3 2022Q2 20234
Beacon Capital Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
HAP Trading, LLC 220.01%0.05%0.12%Q3 2022Q4 20224
NewEdge Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
JONES FINANCIAL COMPANIES LLLP 440.00%0.00%0.00%Q4 2022Q3 20234
Meridian Wealth Management, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Tweedy, Browne Co LLC 440.25%0.26%0.26%Q4 2022Q3 20234
Cornerstone Wealth Management, LLC 310.05%0.05%0.05%Q3 2022Q3 20234
Independence Bank of Kentucky 440.22%0.30%0.36%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
ANCHOR CAPITAL ADVISORS LLC 440.01%0.01%0.01%Q3 2022Q2 20234
ExodusPoint Capital Management, LP 220.01%0.09%0.14%Q3 2022Q3 20234
GODSEY & GIBB, INC 440.01%0.01%0.01%Q4 2022Q3 20234
SPX Gestao de Recursos Ltda 440.23%0.40%0.52%Q3 2022Q2 20234
Ridgewood Investments LLC 440.66%0.74%0.87%Q4 2022Q3 20234
Stonegate Investment Group, LLC 440.01%0.01%0.02%Q3 2022Q2 20234
Gallacher Capital Management LLC 440.16%0.20%0.22%Q4 2022Q3 20234
MOORE CAPITAL MANAGEMENT, LP 220.06%0.06%0.07%Q2 2023Q3 20234
Dorsey & Whitney Trust CO LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Enterprise Bank & Trust Co 440.30%0.33%0.35%Q4 2022Q3 20234
Aaron Wealth Advisors LLC 440.05%0.05%0.06%Q4 2022Q3 20234
BANK OF MONTREAL /CAN/ 220.00%0.00%0.01%Q3 2022Q3 20234
STOCK YARDS BANK & TRUST CO 440.01%0.01%0.01%Q3 2022Q2 20234
Solidarity Wealth, LLC 310.08%0.10%0.14%Q3 2022Q3 20234
GW HENSSLER & ASSOCIATES LTD 440.34%1.27%2.02%Q4 2022Q3 20234
CNB Bank 440.00%0.00%0.01%Q4 2022Q3 20234
DGS Capital Management, LLC 440.22%0.39%0.55%Q2 2022Q1 20234
PERSONAL CFO SOLUTIONS, LLC 440.04%0.06%0.07%Q4 2022Q3 20234
Oakworth Capital, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Cladis Investment Advisory, LLC 440.22%0.22%0.24%Q4 2022Q3 20234
Integrated Advisors Network LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Holocene Advisors, LP 330.21%0.42%0.80%Q1 2023Q3 20234
Grove Bank & Trust 440.05%0.06%0.06%Q4 2022Q3 20234
BAR HARBOR WEALTH MANAGEMENT 440.18%0.19%0.19%Q4 2022Q3 20234
Pinnacle Bancorp, Inc. 440.01%0.02%0.02%Q4 2022Q3 20234
Rise Advisors, LLC 440.00%0.00%0.00%Q2 2022Q1 20234
NBT BANK N A /NY 440.03%0.04%0.04%Q4 2022Q3 20234
FNY Investment Advisers, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
ATTICUS WEALTH MANAGEMENT, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
MOODY NATIONAL BANK TRUST DIVISION 440.04%0.05%0.06%Q4 2022Q3 20234
Register Financial Advisors LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Householder Group Estate & Retirement Specialist, LLC 310.01%0.03%0.05%Q3 2022Q3 20234
Kistler-Tiffany Companies, LLC 440.07%0.08%0.09%Q3 2022Q2 20234
Orion Portfolio Solutions, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Balboa Wealth Partners 440.08%0.11%0.14%Q3 2022Q2 20234
MONECO Advisors, LLC 440.08%0.09%0.12%Q4 2022Q3 20234
PRIVATE TRUST CO NA 440.03%0.03%0.04%Q4 2022Q3 20234
Horan Securities, Inc. 440.00%0.00%0.01%Q3 2022Q2 20234
Park Place Capital Corp 440.08%0.08%0.08%Q4 2022Q3 20234
Leading Edge Financial Planning LLC 440.13%0.15%0.18%Q4 2022Q3 20234
Clearview Wealth Advisors LLC 440.01%0.01%0.01%Q3 2022Q2 20234
True Wealth Design, LLC 440.00%0.13%0.28%Q4 2022Q3 20234
TimeScale Financial, Inc. 440.00%0.00%0.00%Q3 2022Q2 20234
Weiss Multi-Strategy Advisers LLC 330.00%0.09%0.16%Q4 2022Q2 20234
Perigon Wealth Management, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
CoreFirst Bank & Trust 440.05%0.06%0.08%Q4 2022Q3 20234
City State Bank 440.13%0.13%0.14%Q4 2022Q3 20234
Tradewinds, LLC. 440.12%0.17%0.30%Q4 2022Q3 20234
LINCLUDEN MANAGEMENT LTD 440.69%0.71%0.74%Q4 2022Q3 20234
AMERICAN NATIONAL BANK 440.00%0.01%0.02%Q4 2022Q3 20234
IFP Advisors, Inc 440.01%0.01%0.02%Q4 2022Q3 20234
Royal Capital Wealth Management, LLC 440.19%0.23%0.26%Q4 2022Q3 20234
Clarius Group, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 440.00%0.00%0.00%Q4 2022Q3 20234
GPS Wealth Strategies Group, LLC 310.02%0.02%0.02%Q3 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
Brookfield Asset Management 440.00%0.05%0.09%Q3 2022Q2 20234
Quadrant Private Wealth Management, LLC 440.11%0.12%0.13%Q4 2022Q3 20234
CAROLINAS WEALTH CONSULTING LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Squarepoint Ops LLC 440.00%0.02%0.05%Q3 2022Q2 20234
Blue Trust, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
CAMBRIDGE TRUST CO 440.00%0.00%0.00%Q4 2022Q3 20234
Endurance Wealth Management, Inc. 440.00%0.00%0.00%Q3 2022Q2 20234
First Command Financial Services, Inc. 440.00%0.00%0.00%Q3 2022Q2 20234
FIRST HAWAIIAN BANK 440.10%0.11%0.11%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Verition Fund Management LLC 220.00%0.01%0.02%Q3 2022Q4 20224
Corient Private Wealth LLC 440.00%0.01%0.01%Q4 2022Q3 20234
BENJAMIN EDWARDS INC 440.00%0.00%0.00%Q3 2022Q2 20234
Tempus Wealth Planning, LLC 440.10%0.24%0.41%Q4 2022Q3 20234
WASHINGTON TRUST Co 440.00%0.00%0.00%Q4 2022Q3 20234
Colonial Trust Advisors 440.01%0.01%0.01%Q4 2022Q3 20234
PFG Advisors 440.03%0.05%0.07%Q3 2022Q2 20234
WELCH & FORBES LLC 440.29%0.31%0.33%Q4 2022Q3 20234
CITIZENS & NORTHERN CORP 440.56%0.58%0.60%Q4 2022Q3 20234
EVERGREEN CAPITAL MANAGEMENT LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Carr Financial Group Corp 440.22%0.23%0.27%Q4 2022Q3 20234
VIAWEALTH, LLC 440.52%0.72%0.82%Q4 2022Q3 20234
CHAPIN DAVIS, INC. 440.24%0.29%0.35%Q4 2022Q3 20234
HSBC HOLDINGS PLC 440.00%0.00%0.00%Q3 2022Q2 20234
Callodine Capital Management, LP 442.20%4.08%4.80%Q4 2022Q3 20234
First Command Bank 440.00%0.00%0.00%Q3 2022Q2 20234
Bangor Savings Bank 440.00%0.00%0.00%Q4 2022Q3 20234
Israel Discount Bank of New York 440.37%0.41%0.46%Q4 2022Q3 20234
BSW Wealth Partners 440.05%0.05%0.07%Q3 2022Q2 20234
CREDIT SUISSE AG/ 330.00%0.00%0.00%Q3 2022Q1 20233
KB FINANCIAL PARTNERS, LLC 330.10%0.11%0.11%Q3 2022Q1 20233
Bayesian Capital Management, LP 210.04%0.16%0.31%Q3 2022Q2 20233
Carmel Capital Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
KLINGENSTEIN FIELDS & CO LP 330.01%0.01%0.01%Q3 2022Q1 20233
Lauer Wealth, LLC 330.31%0.39%0.52%Q1 2023Q3 20233
Intrua Financial, LLC 330.20%0.21%0.22%Q3 2022Q1 20233
ELCO Management Co., LLC 330.28%0.31%0.33%Q1 2023Q3 20233
Long Run Wealth Advisors, LLC 330.76%0.79%0.84%Q1 2023Q3 20233
Avantax Planning Partners, Inc. 330.01%0.01%0.01%Q4 2022Q2 20233
Smithfield Trust Co 330.01%0.01%0.01%Q1 2023Q3 20233
Symphony Financial, Ltd. Co. 330.06%0.15%0.20%Q4 2022Q2 20233
IMC-Chicago, LLC 210.00%0.00%0.00%Q3 2022Q3 20233
Baystate Wealth Management LLC 210.00%0.00%0.00%Q2 2022Q3 20233
Kynam Capital Management, LP 332.29%2.70%3.10%Q3 2022Q1 20233
KEATING INVESTMENT COUNSELORS INC 331.86%2.60%3.23%Q2 2022Q4 20223
Financial Connections Group, Inc. 330.01%0.02%0.03%Q1 2023Q3 20233
Community Bank, N.A. 330.00%0.00%0.00%Q3 2022Q1 20233
TWO SIGMA ADVISERS, LP 330.02%0.20%0.38%Q3 2022Q1 20233
Johnson Financial Group, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
VICTORY CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q1 2023Q3 20233
Trexquant Investment LP 210.01%0.05%0.09%Q4 2022Q3 20233
Fortress Wealth Group, LLC 330.16%0.17%0.18%Q1 2023Q3 20233
First Eagle Investment Management, LLC 330.00%0.00%0.01%Q3 2022Q1 20233
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 210.00%0.00%0.00%Q3 2022Q3 20233
FOSTER DYKEMA CABOT & CO INC/MA 330.01%0.01%0.01%Q1 2023Q3 20233
NICOLET ADVISORY SERVICES, LLC 330.03%0.04%0.06%Q1 2023Q3 20233
CHILTON CAPITAL MANAGEMENT LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Elevated Capital Advisors, LLC 330.44%0.47%0.49%Q4 2022Q2 20233
Old Port Advisors 210.80%0.84%0.86%Q4 2022Q3 20233
MOTCO 210.00%0.00%0.00%Q3 2022Q3 20233
TCI Wealth Advisors, Inc. 330.01%0.01%0.01%Q3 2022Q1 20233
Schubert & Co 330.00%0.01%0.01%Q3 2022Q1 20233
MAI Capital Management 330.01%0.01%0.01%Q1 2023Q3 20233
Antonetti Capital Management LLC 330.07%0.07%0.08%Q1 2023Q3 20233
Shay Capital LLC 220.11%0.79%1.28%Q4 2022Q1 20233
Aquatic Capital Management LLC 210.09%0.12%0.14%Q3 2022Q3 20233
M Holdings Securities, Inc. 330.03%0.03%0.03%Q3 2022Q1 20233
FDx Advisors, Inc. 210.02%0.04%0.06%Q3 2022Q3 20233
NVWM, LLC 330.14%0.14%0.15%Q3 2022Q1 20233
NWAM LLC 330.02%0.03%0.03%Q1 2023Q3 20233
GROUP ONE TRADING, L.P. 330.00%0.01%0.01%Q3 2022Q1 20233
NORTHCAPE WEALTH MANAGEMENT, LLC 210.14%0.15%0.15%Q3 2022Q2 20233
Dakota Wealth Management 330.02%0.03%0.03%Q3 2022Q1 20233
Steward Financial Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.01%0.01%0.01%Q3 2022Q1 20233
GUARDIAN CAPITAL ADVISORS LP 330.02%0.04%0.07%Q3 2022Q1 20233
Cyndeo Wealth Partners, LLC 330.05%0.05%0.06%Q1 2023Q3 20233
CANTOR FITZGERALD, L. P. 330.01%0.10%0.20%Q1 2023Q3 20233
AlphaQ Advisors LLC 330.24%0.26%0.28%Q4 2022Q2 20233
KLR INVESTMENT ADVISORS, LLC 330.42%0.43%0.45%Q1 2023Q3 20233
LEUTHOLD GROUP, LLC 330.03%0.03%0.03%Q4 2022Q2 20233
Jefferies Group LLC 110.01%0.05%0.07%Q3 2022Q3 20223
Truadvice, LLC 330.18%0.19%0.20%Q1 2023Q3 20233
CALTON & ASSOCIATES, INC. 330.10%0.12%0.14%Q4 2022Q2 20233
Empire Financial Management Company, LLC 330.23%0.30%0.42%Q1 2023Q3 20233
Harvest Fund Management Co., Ltd 330.00%0.00%0.00%Q3 2022Q1 20233
THOMPSON INVESTMENT MANAGEMENT, INC. 330.02%0.02%0.02%Q1 2023Q3 20233
Penserra Capital Management LLC 330.00%0.00%0.01%Q3 2022Q1 20233
Zullo Investment Group, Inc. 330.02%0.03%0.05%Q2 2022Q4 20223
FineMark National Bank & Trust 330.01%0.01%0.01%Q4 2022Q2 20233
Y.D. More Investments Ltd 330.00%0.03%0.08%Q4 2022Q2 20233
Foundations Investment Advisors, LLC 210.01%0.04%0.09%Q3 2022Q3 20233
Hilltop Holdings Inc. 330.03%0.03%0.03%Q1 2023Q3 20233
Accel Wealth Management 330.01%0.01%0.01%Q3 2022Q1 20233
ETF MANAGERS GROUP, LLC 210.01%0.01%0.01%Q2 2022Q1 20233
APG Asset Management N.V. 210.01%0.01%0.01%Q4 2022Q3 20233
Financial Management Professionals, Inc. 330.00%0.00%0.00%Q3 2022Q1 20233
Abundance Wealth Counselors 330.14%0.20%0.28%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
Qube Research & Technologies Ltd 330.00%0.05%0.14%Q3 2022Q1 20233
Marshall Financial Group LLC 330.35%0.45%0.52%Q1 2023Q3 20233
Old North State Trust, LLC 330.10%0.11%0.12%Q3 2022Q1 20233
Owl Creek Asset Management, L.P. 330.14%0.38%0.52%Q1 2023Q3 20233
PFG Investments, LLC 330.12%0.13%0.14%Q1 2023Q3 20233
CHOREO, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
True North Advisors, LLC 330.14%0.18%0.22%Q3 2022Q1 20233
Raleigh Capital Management Inc. 210.00%0.00%0.00%Q3 2022Q3 20233
TOWER BRIDGE ADVISORS 330.02%0.02%0.03%Q3 2022Q1 20233
Pinnacle Wealth Planning Services, Inc. 210.03%0.05%0.07%Q2 2022Q3 20233
Cornerstone Management, Inc. 330.00%0.00%0.00%Q3 2022Q1 20233
First National Bank of South Miami 330.02%0.03%0.04%Q4 2022Q2 20233
Optiver Holding B.V. 330.01%0.02%0.02%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.02%0.09%0.13%Q1 2023Q3 20233
Summit Global Investments 330.08%0.09%0.10%Q1 2023Q3 20233
CALDWELL SUTTER CAPITAL, INC. 330.09%0.12%0.14%Q1 2023Q3 20233
Leucadia National 110.00%0.01%0.01%Q4 2022Q3 20233
Quantbot Technologies LP 210.08%0.13%0.20%Q3 2022Q2 20233
ICA Group Wealth Management, LLC 330.00%0.01%0.02%Q4 2022Q2 20233
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 330.06%0.13%0.19%Q1 2023Q3 20233
Sio Capital Management, LLC 214.35%5.82%7.39%Q3 2022Q3 20233
Stamos Capital Partners, L.P. 210.51%0.71%0.84%Q3 2022Q3 20233
CLOVERFIELDS CAPITAL GROUP, LP 330.06%0.22%0.35%Q1 2023Q3 20233
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 330.07%0.07%0.08%Q4 2022Q2 20233
ADVISORY RESEARCH INC 330.05%0.24%0.63%Q1 2023Q3 20233
Beverly Hills Private Wealth, LLC 330.06%0.13%0.19%Q1 2023Q3 20233
Campbell & CO Investment Adviser LLC 210.16%0.55%1.30%Q3 2022Q2 20233
Burleson & Company, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Gitterman Wealth Management, LLC 220.13%0.18%0.23%Q3 2022Q4 20222
HERITAGE WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
MRA Advisory Group 220.18%0.19%0.20%Q1 2023Q2 20232
Onex Canada Asset Management Inc. 220.24%0.34%0.44%Q2 2023Q3 20232
GAMBLE JONES INVESTMENT COUNSEL 220.03%0.03%0.03%Q3 2022Q4 20222
WILLNER & HELLER, LLC 220.86%0.88%0.90%Q3 2022Q4 20222
Brinker Capital Investments, LLC 220.00%0.00%0.01%Q3 2022Q4 20222
PROVIDENT TRUST CO 221.47%1.75%2.03%Q2 2023Q3 20232
Global Trust Asset Management, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
TWO SIGMA INVESTMENTS, LP 220.06%0.39%0.71%Q3 2022Q4 20222
SANDERS MORRIS HARRIS LLC 220.10%0.10%0.10%Q2 2023Q3 20232
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
GM Advisory Group, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Global Wealth Management Investment Advisory, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Milestone Investment Advisors LLC 110.01%0.01%0.01%Q1 2023Q3 20232
ICON ADVISERS INC/CO 220.58%0.58%0.59%Q2 2023Q3 20232
Forum Financial Management, LP 220.01%0.01%0.01%Q3 2022Q4 20222
High Net Worth Advisory Group LLC 220.08%0.08%0.08%Q3 2022Q4 20222
CoreCap Advisors, LLC 110.01%0.01%0.01%Q2 2022Q4 20222
RHUMBLINE ADVISERS 220.00%0.00%0.00%Q2 2023Q3 20232
SkyView Investment Advisors, LLC 220.10%0.10%0.10%Q4 2022Q1 20232
Susquehanna International Group Ltd. 220.10%0.76%1.41%Q2 2023Q3 20232
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
XTX Topco Ltd 220.04%0.04%0.05%Q2 2023Q3 20232
COMERICA BANK 220.01%0.01%0.01%Q3 2022Q4 20222
Cribstone Capital Management, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
NIA IMPACT ADVISORS, LLC 220.15%0.18%0.22%Q3 2022Q4 20222
Americana Partners, LLC 220.07%0.07%0.07%Q2 2023Q3 20232
SAL Trading, LLC 110.28%0.32%0.36%Q3 2022Q3 20232
Legend Financial Advisors, Inc. 220.01%0.01%0.01%Q3 2022Q4 20222
Consolidated Planning Corp 220.13%0.13%0.13%Q2 2023Q3 20232
Patriot Financial Group Insurance Agency, LLC 110.01%0.06%0.11%Q2 2022Q3 20232
TOCQUEVILLE ASSET MANAGEMENT L.P. 220.02%0.03%0.04%Q2 2023Q3 20232
Cresset Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
AUA CAPITAL MANAGEMENT, LLC 220.02%0.02%0.03%Q3 2022Q4 20222
Nemes Rush Group LLC 220.01%0.01%0.01%Q2 2023Q3 20232
MEEDER ASSET MANAGEMENT INC 220.00%0.00%0.00%Q2 2022Q3 20222
Moisand Fitzgerald Tamayo, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
MONETA GROUP INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q4 2022Q2 20232
Boothe Investment Group, Inc. 220.36%0.49%0.63%Q3 2022Q4 20222
First Affirmative Financial Network 220.18%0.19%0.20%Q3 2023Q4 20232
FAIRFIELD, BUSH & CO. 110.01%0.03%0.05%Q2 2022Q2 20232
Atria Investments, Inc 220.02%0.02%0.02%Q2 2023Q3 20232
Investment Research & Advisory Group, Inc. 220.01%0.01%0.01%Q3 2022Q4 20222
J. Goldman & Co LP 110.16%0.16%0.16%Q1 2023Q3 20232
SG Americas Securities, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
CAMBIAR INVESTORS LLC 220.32%0.51%0.69%Q2 2023Q3 20232
AlphaCore Capital LLC 220.09%0.09%0.09%Q2 2023Q3 20232
TRUSTCORE FINANCIAL SERVICES, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Financial Advocates Investment Management 110.02%0.14%0.26%Q3 2022Q1 20232
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 221.19%1.22%1.26%Q4 2022Q1 20232
Cherry Tree Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2022Q3 20232
Virtu Financial LLC 220.04%0.13%0.23%Q3 2022Q4 20222
TUDOR INVESTMENT CORP ET AL 110.01%0.01%0.02%Q3 2022Q1 20232
London & Capital Asset Management Ltd 220.09%0.09%0.10%Q2 2023Q3 20232
Byrne Asset Management LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Harrison & Co Wealth Management, LLC 220.54%0.63%0.73%Q3 2022Q4 20222
Pine Valley Investments Ltd Liability Co 220.05%0.05%0.06%Q2 2023Q3 20232
UNION SAVINGS BANK 220.05%0.06%0.06%Q2 2023Q3 20232
Norway Savings Bank 220.02%0.02%0.02%Q3 2022Q4 20222
Vontobel Holding Ltd. 220.00%0.00%0.00%Q2 2023Q3 20232
SCHRODER INVESTMENT MANAGEMENT GROUP 220.00%0.00%0.00%Q2 2023Q3 20232
ZEVIN ASSET MANAGEMENT LLC 220.37%0.53%0.69%Q2 2022Q3 20222
Banco de Sabadell, S.A 220.18%0.20%0.22%Q3 2022Q4 20222
OLD MISSION CAPITAL LLC 110.04%0.05%0.06%Q4 2022Q3 20232
Peoples Bank/KS 220.30%0.33%0.37%Q3 2023Q4 20232
Ergoteles LLC 220.02%0.04%0.06%Q3 2022Q4 20222
FEDERATED HERMES, INC. 220.01%0.02%0.02%Q2 2023Q3 20232
SIENA CAPITAL LLC 220.83%1.08%1.33%Q2 2022Q3 20222
Northeast Financial Consultants Inc 220.02%0.02%0.02%Q3 2022Q4 20222
Institute for Wealth Management, LLC. 220.04%0.04%0.05%Q3 2022Q4 20222
Empower Advisory Group, LLC 110.00%0.00%0.00%Q1 2023Q3 20232
OAK ASSOCIATES LTD /OH/ 220.31%0.42%0.53%Q2 2022Q3 20222
Bedel Financial Consulting, Inc. 220.05%0.05%0.06%Q1 2023Q2 20232
Gyon Technologies Capital Management, LP 220.06%0.10%0.15%Q3 2022Q4 20222
Cerro Pacific Wealth Advisors LLC 220.18%0.23%0.28%Q4 2022Q1 20232
FIRST NATIONAL BANK OF OMAHA 220.01%0.01%0.02%Q3 2022Q4 20222
CLEAR STREET LLC 110.57%0.57%0.57%Q3 2022Q3 20222
Hudson Bay Capital Management LP 110.02%0.11%0.20%Q3 2022Q3 20232
Genus Capital Management Inc. 220.08%0.08%0.08%Q2 2023Q3 20232
LAZARI CAPITAL MANAGEMENT, INC. 220.64%0.66%0.69%Q2 2023Q3 20232
HRT FINANCIAL LP 110.01%0.02%0.03%Q3 2022Q3 20232
25 LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Affinity Asset Advisors, LLC 110.62%0.76%0.90%Q3 2022Q3 20222
Personal Capital Advisors Corp 220.00%0.00%0.00%Q3 2022Q4 20222
GAMCO INVESTORS, INC. ET AL 220.00%0.00%0.00%Q3 2022Q4 20222
Capital Analysts, LLC 110.00%0.00%0.00%Q3 2022Q3 20232
WealthPLAN Partners, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
STONEBRIDGE CAPITAL MANAGEMENT INC 220.14%0.14%0.14%Q3 2022Q4 20222
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 220.00%0.00%0.00%Q2 2023Q3 20232
Legacy Capital Wealth Partners, LLC 110.13%0.16%0.19%Q1 2023Q3 20232
YHB Investment Advisors, Inc. 220.02%0.02%0.02%Q1 2023Q2 20232
Hanson & Doremus Investment Management 220.00%0.00%0.00%Q3 2022Q4 20222
HORIZON BANCORP INC /IN/ 220.01%0.05%0.08%Q2 2023Q3 20232
CGC Financial Services, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
PRELUDE CAPITAL MANAGEMENT, LLC 110.05%0.05%0.06%Q4 2022Q4 20222
Semmax Financial Advisors Inc. 110.00%0.69%1.38%Q4 2022Q3 20232
Slagle Financial, LLC 220.17%0.20%0.23%Q2 2023Q3 20232
Newbridge Financial Services Group, Inc. 220.00%0.00%0.01%Q3 2022Q4 20222
TIAA, FSB 220.00%0.00%0.00%Q3 2022Q4 20222
LEO BROKERAGE, LLC 220.08%0.08%0.09%Q1 2023Q2 20232
Blueshift Asset Management, LLC 110.08%0.11%0.15%Q3 2022Q2 20232
Northwest Capital Management Inc 220.00%0.00%0.01%Q2 2023Q3 20232
SPHERA FUNDS MANAGEMENT LTD. 220.56%0.61%0.66%Q2 2023Q3 20232
Alhambra Investment Management LLC 220.35%0.36%0.36%Q2 2023Q3 20232
Carlton Hofferkamp & Jenks Wealth Management, LLC 220.10%0.10%0.10%Q3 2022Q4 20222
Strengthening Families & Communities, LLC 220.00%0.00%0.01%Q1 2023Q2 20232
Mascoma Wealth Management LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Verdence Capital Advisors LLC 220.03%0.03%0.03%Q2 2023Q3 20232
ROMANO BROTHERS AND COMPANY 110.03%0.16%0.30%Q4 2022Q3 20232
Probity Advisors, Inc. 220.04%0.06%0.07%Q2 2023Q3 20232
TCW GROUP INC 220.01%0.01%0.01%Q2 2023Q3 20232
Citizens Business Bank 220.06%0.06%0.06%Q3 2022Q4 20222
NORGES BANK 220.00%0.00%0.00%Q3 2022Q4 20222
Headlands Technologies LLC 110.01%0.03%0.04%Q1 2023Q3 20232
Quantitative Investment Management, LLC 110.19%0.24%0.28%Q1 2023Q3 20232
BOSTON FINANCIAL MANGEMENT LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Gibson Wealth Advisors LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Baker Avenue Asset Management, LP 220.00%0.00%0.00%Q1 2023Q2 20232
FCA CORP /TX 110.08%0.08%0.08%Q3 2022Q3 20221
Timber Creek Capital Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Integral Health Asset Management, LLC 111.54%1.54%1.54%Q2 2023Q2 20231
SYSTM Wealth Solutions LLC 110.03%0.03%0.03%Q3 2023Q3 20231
MV CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2022Q3 20221
Harel Insurance Investments & Financial Services Ltd. 110.00%0.00%0.00%Q2 2023Q2 20231
ARS Wealth Advisors Group, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
FOX RUN MANAGEMENT, L.L.C. 110.12%0.12%0.12%Q3 2023Q3 20231
OLD POINT TRUST & FINANCIAL SERVICES N A 110.01%0.01%0.01%Q2 2023Q2 20231
Surevest, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
BLUESTEIN R H & CO LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Axiom Investment Management LLC 110.05%0.05%0.05%Q3 2022Q3 20221
Edge Capital Group, LLC 110.55%0.55%0.55%Q2 2022Q2 20221
Mayflower Financial Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
DRIVE WEALTH MANAGEMENT, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Mork Capital Management, LLC 110.54%0.54%0.54%Q3 2022Q3 20221
B&D White Capital Company, LLC 110.30%0.30%0.30%Q3 2022Q3 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.02%0.02%0.02%Q3 2022Q3 20221
Colonial River Wealth Management, LLC 110.39%0.39%0.39%Q2 2023Q2 20231
QRG CAPITAL MANAGEMENT, INC. 110.07%0.07%0.07%Q3 2023Q3 20231
CAPSTONE INVESTMENT ADVISORS, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Williams Jones Wealth Management, LLC. 110.01%0.01%0.01%Q2 2022Q2 20221
Foresight Wealth Management, LLC 110.15%0.15%0.15%Q3 2022Q3 20221
BEDEL FINANCIAL CONSULTING INC 110.05%0.05%0.05%Q3 2023Q3 20231
Bollard Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Knowledge Leaders Capital, LLC 110.70%0.70%0.70%Q2 2023Q2 20231
Castleview Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Exeter Financial, LLC 110.13%0.13%0.13%Q3 2022Q3 20221
BOENNING & SCATTERGOOD, INC. 110.22%0.22%0.22%Q3 2022Q3 20221
Arlington Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Hudock, Inc. 110.04%0.04%0.04%Q3 2022Q3 20221
Goodwin Investment Advisory 110.00%0.00%0.00%Q3 2022Q3 20221
Alliance Wealth Advisors, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Standard Family Office LLC 110.01%0.01%0.01%Q3 2022Q3 20221
RESOURCES MANAGEMENT CORP /CT/ /ADV 110.01%0.01%0.01%Q1 2023Q1 20231
Verity Asset Management, Inc. 110.22%0.22%0.22%Q3 2023Q3 20231
Briaud Financial Planning, Inc 110.01%0.01%0.01%Q3 2023Q3 20231
DB Wealth Management Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MARIETTA INVESTMENT PARTNERS LLC 110.24%0.24%0.24%Q2 2022Q2 20221
OneAscent Financial Services LLC 110.07%0.07%0.07%Q3 2023Q3 20231
SteelPeak Wealth, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
HEADINVEST, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Almanack Investment Partners, LLC. 110.05%0.05%0.05%Q3 2022Q3 20221
WEST PACES ADVISORS INC. 110.01%0.01%0.01%Q3 2021Q3 20211
WealthPlan Investment Management, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.02%0.02%0.02%Q3 2022Q3 20221
Capital International Investors 110.10%0.10%0.10%Q3 2022Q3 20221
NTV ASSET MANAGEMENT LLC 110.04%0.04%0.04%Q3 2023Q3 20231
WCG Wealth Advisors LLC 110.04%0.04%0.04%Q3 2023Q3 20231
WFA of San Diego, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
ARVEST TRUST CO N A 110.02%0.02%0.02%Q3 2022Q3 20221
Nuveen Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SAGE RHINO CAPITAL LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Autumn Glory Partners, LLC 110.23%0.23%0.23%Q1 2023Q1 20231
SHEPHERD KAPLAN KROCHUK, LLC 111.07%1.07%1.07%Q3 2023Q3 20231
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
KEMPNER CAPITAL MANAGEMENT INC. 111.65%1.65%1.65%Q3 2023Q3 20231
Connor, Clark & Lunn Investment Management Ltd. 110.16%0.16%0.16%Q3 2022Q3 20221
Oxbow Advisors, LLC 110.76%0.76%0.76%Q3 2023Q3 20231
BANK OF NOVA SCOTIA 110.00%0.00%0.00%Q3 2022Q3 20221
Congress Park Capital LLC 110.12%0.12%0.12%Q3 2022Q3 20221
Five Oceans Advisors 110.14%0.14%0.14%Q4 2022Q4 20221
Northwest Bank & Trust Co 110.79%0.79%0.79%Q2 2023Q2 20231
Dynamic Technology Lab Private Ltd 110.08%0.08%0.08%Q4 2022Q4 20221
Morton Brown Family Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Ally Bridge Group (NY) LLC 114.96%4.96%4.96%Q3 2022Q3 20221
Bridgefront Capital, LLC 110.34%0.34%0.34%Q4 2022Q4 20221
SYON CAPITAL LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Private Capital Group, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
NKCFO LLC 112.97%2.97%2.97%Q3 2022Q3 20221
CPWM, LLC 110.07%0.07%0.07%Q3 2022Q3 20221
Pointe Capital Management LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Ignite Planners, LLC 110.30%0.30%0.30%Q3 2023Q3 20231
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Icon Wealth Partners, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Luken Investment Analytics, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Kalos Management, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
ROOSEVELT INVESTMENT GROUP LLC 110.02%0.02%0.02%Q3 2022Q3 20221
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 110.00%0.00%0.00%Q3 2022Q3 20221
Good Life Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Quent Capital, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
C M BIDWELL & ASSOCIATES LTD 110.06%0.06%0.06%Q2 2022Q2 20221
CASTLE WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q3 2022Q3 20221
COUNTRY TRUST BANK 110.00%0.00%0.00%Q4 2023Q4 20231
KRAEMATON INVESTMENT ADVISORS, INC 110.01%0.01%0.01%Q4 2022Q4 20221
Strategic Asset Management, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Mach-1 Financial Group, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
NBC SECURITIES, INC. 110.14%0.14%0.14%Q3 2023Q3 20231
Teamwork Financial Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Veritable, L.P. 110.00%0.00%0.00%Q2 2023Q2 20231
Covington Capital Management 110.00%0.00%0.00%Q3 2022Q3 20221
American Portfolios Advisors 110.02%0.02%0.02%Q3 2022Q3 20221
Goodman Advisory Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BOURGEON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Stratos Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Syverson Strege & Co 110.01%0.01%0.01%Q1 2023Q1 20231
Latitude Advisors, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
MKT Advisors LLC 110.16%0.16%0.16%Q1 2023Q1 20231
CX Institutional 110.00%0.00%0.00%Q2 2022Q2 20221
LGT Financial Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Hamilton Wealth, LLC 111.11%1.11%1.11%Q3 2022Q3 20221
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Lighthouse Investment Partners, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Indiana Trust & Investment Management CO 110.02%0.02%0.02%Q3 2023Q3 20231
ADAGE CAPITAL PARTNERS GP, L.L.C. 110.10%0.10%0.10%Q3 2023Q3 20231
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
COLONY GROUP LLC 110.01%0.01%0.01%Q4 2022Q4 20221
SAGE PRIVATE WEALTH GROUP, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Fieldpoint Private Securities, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Bray Capital Advisors 110.00%0.00%0.00%Q3 2022Q3 20221
Continuum Advisory, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Callahan Advisors, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
TRUST CO OF TOLEDO NA /OH/ 110.12%0.12%0.12%Q4 2023Q4 20231
INTREPID CAPITAL MANAGEMENT INC 110.03%0.03%0.03%Q2 2023Q2 20231
Accurate Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Venture Visionary Partners LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Carnegie Capital Asset Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
TFC Financial Management, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CHASE INVESTMENT COUNSEL CORP 110.36%0.36%0.36%Q3 2023Q3 20231
PCA Investment Advisory Services Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
FourThought Financial, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Cypress Wealth Services, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Taika Capital, LP 111.17%1.17%1.17%Q4 2022Q4 20221
Zimmer Partners, LP 110.19%0.19%0.19%Q3 2023Q3 20231
Yelin Lapidot Holdings Management Ltd. 111.44%1.44%1.44%Q3 2023Q3 20231
Beck Bode, LLC 110.21%0.21%0.21%Q3 2022Q3 20221
Soleus Capital Management, L.P. 113.15%3.15%3.15%Q3 2023Q3 20231
MADDEN SECURITIES Corp 110.04%0.04%0.04%Q4 2022Q4 20221
DE BURLO GROUP INC 110.00%0.00%0.00%Q3 2022Q3 20221
Cable Hill Partners, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Strategic Blueprint, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Wagner Wealth Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Triasima Portfolio Management inc. 110.15%0.15%0.15%Q3 2022Q3 20221
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Ahrens Investment Partners LLC 110.05%0.05%0.05%Q1 2023Q1 20231
Voya Financial Advisors, Inc. 110.08%0.08%0.08%Q3 2023Q3 20231
Hotaling Investment Management, LLC 110.22%0.22%0.22%Q4 2022Q4 20221
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 110.00%0.00%0.00%Q3 2022Q3 20221
SILVERARC CAPITAL MANAGEMENT, LLC 111.37%1.37%1.37%Q4 2022Q4 20221
OneDigital Investment Advisors LLC 110.01%0.01%0.01%Q1 2023Q1 20231
JEPPSON WEALTH MANAGEMENT, LLC 110.21%0.21%0.21%Q2 2022Q2 20221
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Foundry Partners, LLC 110.56%0.56%0.56%Q3 2023Q3 20231
American Research & Management Co. 110.01%0.01%0.01%Q3 2022Q3 20221
AIGEN INVESTMENT MANAGEMENT, LP 111.13%1.13%1.13%Q3 2022Q3 20221
ProVise Management Group, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
P.A.W. CAPITAL CORP 111.21%1.21%1.21%Q3 2022Q3 20221
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
DFPG INVESTMENTS, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
9258 Wealth Management, LLC 110.07%0.07%0.07%Q2 2022Q2 20221
United Community Bank 110.01%0.01%0.01%Q3 2023Q3 20231
Selective Wealth Management, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
CORRADO ADVISORS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Marks Group Wealth Management, Inc 110.22%0.22%0.22%Q3 2023Q3 20231
Kozak & Associates, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Monaco Asset Management SAM 111.19%1.19%1.19%Q3 2022Q3 20221
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Destiny Wealth Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
FLC Capital Advisors 110.10%0.10%0.10%Q1 2023Q1 20231
KARLINSKI ANDREW C 110.00%0.00%0.00%Q3 2022Q3 20221
ENTERPRISE FINANCIAL SERVICES CORP 110.14%0.14%0.14%Q3 2023Q3 20231
Callan Family Office, LLC 110.22%0.22%0.22%Q1 2023Q1 20231
Covenant Partners, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Laurel Wealth Advisors, Inc. 110.02%0.02%0.02%Q2 2022Q2 20221
Sageworth Trust Co 110.00%0.00%0.00%Q1 2023Q1 20231
Washington Trust Advisors, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Susquehanna International Securities, Ltd. 110.35%0.35%0.35%Q3 2023Q3 20231
Nordwand Advisors, LLC 110.34%0.34%0.34%Q3 2023Q3 20231
HOWE & RUSLING INC 110.00%0.00%0.00%Q3 2022Q3 20221
Essex Financial Services, Inc. 110.03%0.03%0.03%Q2 2022Q2 20221
Quantamental Technologies LLC 110.51%0.51%0.51%Q4 2022Q4 20221
HealthInvest Partners AB 1110.18%10.18%10.18%Q4 2022Q4 20221
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Sound Income Strategies, LLC 110.84%0.84%0.84%Q3 2023Q3 20231
ROGCO, LP 110.00%0.00%0.00%Q3 2023Q3 20231
COWA, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
EATON VANCE MANAGEMENT 110.00%0.00%0.00%Q3 2022Q3 20221
Capital Wealth Planning, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
MUFG Americas Holdings Corp 110.01%0.01%0.01%Q3 2022Q3 20221
AXQ CAPITAL, LP 110.45%0.45%0.45%Q3 2023Q3 20231
FLOW TRADERS U.S. LLC 110.02%0.02%0.02%Q3 2023Q3 20231
PROVENCE WEALTH MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
Hartford Financial Management Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Marcum Wealth, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Ellis Investment Partners, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.12%0.12%0.12%Q3 2023Q3 20231
SEVEN MILE ADVISORY 110.24%0.24%0.24%Q3 2023Q3 20231
New Hampshire Trust 110.04%0.04%0.04%Q1 2023Q1 20231

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