HALEON PLC shareholder history

Current and past HALEON PLC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 550.00%0.00%0.00%Q3 2022Q3 202315
SUSQUEHANNA INTERNATIONAL GROUP, LLP 550.00%0.00%0.00%Q3 2022Q3 202313
CITIGROUP INC 550.00%0.00%0.01%Q3 2022Q3 20237
BALDWIN BROTHERS LLC/MA 660.00%0.00%0.00%Q3 2022Q4 20236
Anchor Investment Management, LLC 660.00%0.00%0.00%Q3 2022Q4 20236
Bartlett & Co. LLC 660.00%0.00%0.00%Q3 2022Q4 20236
OPTIMUM INVESTMENT ADVISORS 660.01%0.01%0.02%Q3 2022Q4 20236
GOLDMAN SACHS GROUP INC 550.00%0.01%0.01%Q3 2022Q3 20236
Busey Bank 550.00%0.01%0.01%Q3 2022Q3 20235
BOKF, NA 550.00%0.00%0.00%Q3 2022Q3 20235
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 550.00%0.01%0.01%Q3 2022Q3 20235
Tortoise Investment Management, LLC 550.00%0.00%0.00%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 550.00%0.00%0.00%Q3 2022Q3 20235
Tradition Wealth Management, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
BARRETT & COMPANY, INC. 550.02%0.04%0.06%Q3 2022Q3 20235
TOMPKINS FINANCIAL CORP 550.00%0.00%0.01%Q4 2022Q4 20235
Raymond James Financial Services Advisors, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
TOTH FINANCIAL ADVISORY CORP 550.00%0.00%0.00%Q3 2022Q3 20235
MONTAG A & ASSOCIATES INC 550.00%0.00%0.00%Q3 2022Q3 20235
FMR LLC 550.01%0.03%0.04%Q3 2022Q3 20235
Lafayette Investments 550.06%0.06%0.07%Q3 2022Q3 20235
NORWOOD FINANCIAL CORP 550.00%0.01%0.01%Q3 2022Q3 20235
Fisher Asset Management, LLC 550.07%0.08%0.10%Q3 2022Q3 20235
Banco Santander, S.A. 550.01%0.02%0.02%Q3 2022Q3 20235
Investors Research Corp 550.03%0.03%0.03%Q3 2022Q3 20235
MGO ONE SEVEN LLC 550.01%0.02%0.04%Q3 2022Q3 20235
Farmers & Merchants Trust Co of Chambersburg PA 550.02%0.02%0.02%Q3 2022Q3 20235
EXENCIAL WEALTH ADVISORS, LLC 550.02%0.18%0.44%Q3 2022Q3 20235
EQUITY INVESTMENT CORP 550.77%0.98%1.06%Q3 2022Q3 20235
Ironwood Financial, llc 550.02%0.03%0.03%Q3 2022Q3 20235
Janney Montgomery Scott LLC 550.01%0.01%0.01%Q3 2022Q3 20235
WHITTIER TRUST CO OF NEVADA INC 550.00%0.00%0.00%Q3 2022Q3 20235
LAKE STREET ADVISORS GROUP, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Focused Wealth Management, Inc 550.00%0.00%0.00%Q3 2022Q3 20235
Lindbrook Capital, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
Washington Trust Advisors, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
LINCOLN NATIONAL CORP 550.00%0.00%0.00%Q3 2022Q3 20235
Kingsview Wealth Management, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
ATLAS CAPITAL ADVISORS LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Arkadios Wealth Advisors 550.04%0.05%0.06%Q3 2022Q3 20235
Vestmark Advisory Solutions, Inc. 550.02%0.03%0.04%Q3 2022Q3 20235
FDx Advisors, Inc. 550.02%0.03%0.04%Q3 2022Q3 20235
FIDUCIARY TRUST CO 550.00%0.00%0.01%Q3 2022Q3 20235
Glassman Wealth Services 550.00%0.01%0.01%Q3 2022Q3 20235
Cardinal Capital Management 550.06%0.06%0.07%Q3 2022Q3 20235
Creative Planning 550.00%0.00%0.00%Q3 2022Q3 20235
FIFTH THIRD BANCORP 550.00%0.00%0.01%Q3 2022Q3 20235
GROUP ONE TRADING, L.P. 550.00%0.00%0.00%Q3 2022Q3 20235
West Branch Capital LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Mariner, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
HHM Wealth Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
M&T BANK CORP 550.00%0.00%0.01%Q3 2022Q3 20235
InterOcean Capital Group, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Citizens National Bank Trust Department 550.00%0.00%0.00%Q3 2022Q3 20235
Winch Advisory Services, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
PARK CIRCLE Co 550.01%0.01%0.01%Q3 2022Q3 20235
Blue Barn Wealth, LLC 550.07%0.10%0.11%Q3 2022Q3 20235
HM PAYSON & CO 550.00%0.00%0.00%Q3 2022Q3 20235
CULLEN/FROST BANKERS, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
Nicholas Hoffman & Company, LLC. 550.01%0.03%0.04%Q3 2022Q3 20235
Delos Wealth Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
KESTRA PRIVATE WEALTH SERVICES, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
AXXCESS WEALTH MANAGEMENT, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
PRUDENTIAL FINANCIAL INC 550.00%0.00%0.00%Q3 2022Q3 20235
CLARK ESTATES INC/NY 553.84%4.54%5.15%Q3 2022Q3 20235
Archer Investment Corp 550.00%0.00%0.00%Q3 2022Q3 20235
NewEdge Wealth, LLC 550.02%0.02%0.02%Q3 2022Q3 20235
CHELSEA COUNSEL CO 550.14%0.15%0.16%Q3 2022Q3 20235
DT Investment Partners, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
BARCLAYS PLC 550.00%0.00%0.00%Q3 2022Q3 20235
Apollon Wealth Management, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 550.00%0.00%0.00%Q3 2022Q3 20235
Forum Financial Management, LP 550.00%0.00%0.00%Q3 2022Q3 20235
TOWNSQUARE CAPITAL LLC 550.03%0.03%0.04%Q3 2022Q3 20235
KORNITZER CAPITAL MANAGEMENT INC /KS 550.06%0.08%0.10%Q3 2022Q3 20235
OLIVER LAGORE VANVALIN INVESTMENT GROUP 550.00%0.00%0.00%Q3 2022Q3 20235
Bank of New York Mellon Corp 550.00%0.00%0.00%Q3 2022Q3 20235
Private Advisor Group, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
HOEY INVESTMENTS, INC 550.00%0.00%0.00%Q3 2022Q3 20235
CKW FINANCIAL GROUP 550.01%0.01%0.01%Q3 2022Q3 20235
Stephens Consulting, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Integrated Wealth Concepts LLC 550.00%0.01%0.01%Q3 2022Q3 20235
TORONTO DOMINION BANK 550.00%0.00%0.00%Q3 2022Q3 20235
D.A. DAVIDSON & CO. 550.00%0.01%0.01%Q3 2022Q3 20235
Tweedy, Browne Co LLC 550.05%0.05%0.06%Q3 2022Q3 20235
Crossmark Global Holdings, Inc. 550.05%0.05%0.05%Q3 2022Q3 20235
COMMONWEALTH EQUITY SERVICES, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
PRIMECAP MANAGEMENT CO/CA/ 550.00%0.00%0.00%Q3 2022Q3 20235
Valeo Financial Advisors, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
THOMPSON SIEGEL & WALMSLEY LLC 550.00%0.01%0.02%Q3 2022Q3 20235
Canal Insurance CO 550.18%0.22%0.24%Q3 2022Q3 20235
Sutton Wealth Advisors Inc. 550.00%0.01%0.02%Q3 2022Q3 20235
BOK Financial Private Wealth, Inc. 550.00%0.00%0.01%Q3 2022Q3 20235
SIMPLEX TRADING, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
EVERGREEN CAPITAL MANAGEMENT LLC 550.01%0.01%0.01%Q3 2022Q3 20235
STEPHENS INC /AR/ 550.01%0.01%0.02%Q3 2022Q3 20235
ARTHUR M. COHEN & ASSOCIATES, LLC 550.02%0.03%0.03%Q3 2022Q3 20235
FIRST FINANCIAL CORP /IN/ 550.00%0.00%0.01%Q3 2022Q3 20235
PSI Advisors, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
INGALLS & SNYDER LLC 550.02%0.02%0.02%Q3 2022Q3 20235
First Personal Financial Services 550.00%0.00%0.00%Q3 2022Q3 20235
Highlander Capital Management, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
JTC Employer Solutions Trustee Ltd 556.00%7.32%8.82%Q3 2022Q3 20235
Transamerica Financial Advisors, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
SRS Capital Advisors, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
ROYAL BANK OF CANADA 550.00%0.00%0.00%Q3 2022Q3 20235
Bain Capital Public Equity Management II, LLC 553.15%4.93%6.84%Q3 2022Q3 20235
SIGNATUREFD, LLC 550.02%0.02%0.02%Q3 2022Q3 20235
Laird Norton Wetherby Wealth Management, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
QVIDTVM Management LLC 551.85%2.78%4.59%Q3 2022Q3 20235
Cerity Partners LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Parallel Advisors, LLC 550.00%0.00%0.00%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. 550.00%0.00%0.00%Q3 2022Q3 20235
Neuberger Berman Group LLC 550.00%0.00%0.00%Q3 2022Q3 20235
America First Investment Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Russell Investments Group, Ltd. 550.02%0.03%0.05%Q3 2022Q3 20235
Laurel Wealth Advisors LLC 550.00%0.00%0.00%Q3 2022Q3 20235
OSAIC HOLDINGS, INC. 550.00%0.01%0.01%Q3 2022Q3 20235
COOK WEALTH MANAGEMENT GROUP LLC 550.15%0.16%0.17%Q3 2022Q3 20235
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 550.00%0.01%0.04%Q3 2022Q3 20235
WHITTIER TRUST CO 550.00%0.00%0.01%Q3 2022Q3 20235
American Assets Investment Management, LLC 550.08%0.09%0.09%Q3 2022Q3 20235
SYNOVUS FINANCIAL CORP 550.01%0.01%0.01%Q3 2022Q3 20235
Aull & Monroe Investment Management Corp 550.06%0.07%0.07%Q3 2022Q3 20235
SEI INVESTMENTS CO 550.01%0.01%0.01%Q3 2022Q3 20235
CITY HOLDING CO 550.00%0.01%0.01%Q3 2022Q3 20235
Avion Wealth 550.00%0.00%0.00%Q3 2022Q3 20235
Larson Financial Group LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Addison Advisors LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Qtron Investments LLC 550.02%0.02%0.02%Q3 2022Q3 20235
HARBOR INVESTMENT ADVISORY, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
PEOPLES FINANCIAL SERVICES CORP. 550.00%0.00%0.00%Q3 2022Q3 20235
CAPTRUST FINANCIAL ADVISORS 550.00%0.00%0.01%Q3 2022Q3 20235
NATIXIS ADVISORS, L.P. 550.01%0.01%0.01%Q3 2022Q3 20235
UBS Group AG 550.01%0.01%0.01%Q3 2022Q3 20235
Boston Common Asset Management, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
JPMORGAN CHASE & CO 550.00%0.00%0.00%Q3 2022Q3 20235
GFS Advisors, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
Clean Yield Group 550.03%0.06%0.15%Q3 2022Q3 20235
NATIONAL BANK OF CANADA /FI/ 550.00%0.00%0.00%Q3 2022Q3 20235
BANK OF AMERICA CORP /DE/ 550.00%0.01%0.01%Q3 2022Q3 20235
PARK AVENUE SECURITIES LLC 550.00%0.01%0.01%Q3 2022Q3 20235
JFS WEALTH ADVISORS, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
U.S. Capital Wealth Advisors, LLC 550.05%0.07%0.08%Q3 2022Q3 20235
Advisory Services Network, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
CarsonAllaria Wealth Management, Ltd. 550.00%0.02%0.03%Q3 2022Q3 20235
STATE STREET CORP 550.00%0.00%0.00%Q3 2022Q3 20235
WOLFF WIESE MAGANA LLC 550.00%0.00%0.00%Q3 2022Q3 20235
TRUIST FINANCIAL CORP 550.00%0.01%0.01%Q3 2022Q3 20235
GAM Holding AG 550.43%0.48%0.58%Q3 2022Q3 20235
AllSquare Wealth Management LLC 550.00%0.01%0.02%Q3 2022Q3 20235
Versant Capital Management, Inc 550.00%0.00%0.00%Q4 2022Q4 20235
AE Wealth Management LLC 550.00%0.00%0.01%Q3 2022Q3 20235
OPPENHEIMER & CO INC 550.01%0.01%0.03%Q3 2022Q3 20235
TSFG, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Schechter Investment Advisors, LLC 550.02%0.05%0.06%Q3 2022Q3 20235
SVB WEALTH LLC 550.00%0.00%0.00%Q3 2022Q3 20235
CWM, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Invesco Ltd. 550.00%0.00%0.01%Q3 2022Q3 20235
Vanguard Personalized Indexing Management, LLC 550.02%0.02%0.02%Q3 2022Q3 20235
Renaissance Technologies 550.02%0.04%0.04%Q3 2022Q3 20235
Clearstead Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
EXCALIBUR MANAGEMENT CORP 550.04%0.05%0.06%Q3 2022Q3 20235
LAZARD ASSET MANAGEMENT LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Saturna Capital CORP 550.00%0.00%0.00%Q3 2022Q3 20235
MARYLAND CAPITAL ADVISORS INC. 550.00%0.00%0.00%Q3 2022Q3 20235
Equitable Holdings, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
FLAGSHIP HARBOR ADVISORS, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Stonegate Investment Group, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
FinTrust Capital Advisors, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
WELLS FARGO & COMPANY/MN 550.01%0.01%0.01%Q3 2022Q3 20235
Argent Trust Co 550.01%0.01%0.02%Q3 2022Q3 20235
Cranbrook Wealth Management, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Asset Dedication, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Paladin Advisory Group, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 550.01%0.01%0.01%Q3 2022Q3 20235
FRANKLIN RESOURCES INC 550.00%0.00%0.00%Q3 2022Q3 20235
FIRST MANHATTAN CO. LLC. 550.00%0.00%0.00%Q3 2022Q3 20235
Vise Technologies, Inc. 550.06%0.06%0.07%Q3 2022Q3 20235
CLEAR STREET MARKETS LLC 550.00%0.00%0.00%Q3 2022Q3 20235
ASSETMARK, INC 550.00%0.00%0.00%Q3 2022Q3 20235
TD Waterhouse Canada Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
BAKER TILLY WEALTH MANAGEMENT, LLC 550.04%0.04%0.06%Q3 2022Q3 20235
MCF Advisors LLC 550.00%0.00%0.00%Q3 2022Q3 20235
AMERICAN CENTURY COMPANIES INC 550.00%0.00%0.00%Q3 2022Q3 20235
OLD NATIONAL BANCORP /IN/ 550.00%0.00%0.00%Q3 2022Q3 20235
Sugarloaf Wealth Management, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Sculptor Capital LP 550.25%0.72%1.09%Q3 2022Q3 20235
BROWN ADVISORY INC 550.00%0.00%0.00%Q3 2022Q3 20235
US BANCORP \DE\ 550.00%0.01%0.01%Q3 2022Q3 20235
Hexagon Capital Partners LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Moors & Cabot, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
Piscataqua Savings Bank 550.01%0.01%0.01%Q3 2022Q3 20235
Zurcher Kantonalbank (Zurich Cantonalbank) 550.00%0.00%0.00%Q3 2022Q3 20235
MORGAN STANLEY 550.00%0.01%0.01%Q3 2022Q3 20235
ENVESTNET ASSET MANAGEMENT INC 550.00%0.01%0.02%Q3 2022Q3 20235
VALLEY NATIONAL ADVISERS INC 550.00%0.00%0.00%Q3 2022Q3 20235
MML INVESTORS SERVICES, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Ballew Advisors, Inc 550.07%0.08%0.09%Q3 2022Q3 20235
Snowden Capital Advisors LLC 550.01%0.02%0.02%Q3 2022Q3 20235
Zions Bancorporation, N.A. 550.00%0.00%0.00%Q3 2022Q3 20235
Tempus Wealth Planning, LLC 550.22%0.27%0.34%Q3 2022Q3 20235
IHT Wealth Management, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Bogart Wealth, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
BENJAMIN F. EDWARDS & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
Cetera Advisor Networks LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Cohen Klingenstein LLC 550.06%0.07%0.07%Q3 2022Q3 20235
SILVERCREST ASSET MANAGEMENT GROUP LLC 550.01%0.02%0.02%Q3 2022Q3 20235
Lee Financial Co 550.00%0.00%0.00%Q3 2022Q3 20235
B. Riley Wealth Advisors, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
D. E. Shaw & Co., Inc. 210.00%0.00%0.00%Q3 2022Q2 20235
TUCKER ASSET MANAGEMENT LLC 550.00%0.00%0.00%Q3 2022Q3 20235
GYL FINANCIAL SYNERGIES, LLC 550.02%0.03%0.04%Q3 2022Q3 20235
Bank of New Hampshire 550.00%0.00%0.00%Q3 2022Q3 20235
Plante Moran Financial Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
AUXIER ASSET MANAGEMENT 550.05%0.06%0.06%Q3 2022Q3 20235
Keystone Financial Planning, Inc. 550.56%0.64%0.69%Q3 2022Q3 20235
DEUTSCHE BANK AG\ 550.00%0.00%0.00%Q3 2022Q3 20235
Stratos Wealth Partners, LTD. 550.00%0.00%0.00%Q3 2022Q3 20235
Sustainable Growth Advisers, LP 550.00%0.00%0.00%Q3 2022Q3 20235
Ballentine Partners, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
LEVEL FOUR ADVISORY SERVICES, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Checchi Capital Advisers, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
WealthTrust Axiom LLC 550.12%0.14%0.15%Q3 2022Q3 20235
S.A. Mason LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Mine & Arao Wealth Creation & Management, LLC. 550.00%0.00%0.01%Q3 2022Q3 20235
Douglas Lane & Associates, LLC 550.27%0.80%1.12%Q3 2022Q3 20235
DAVENPORT & Co LLC 550.00%0.01%0.02%Q3 2022Q3 20235
HAZLETT, BURT & WATSON, INC. 550.01%0.01%0.01%Q3 2022Q3 20235
PNC FINANCIAL SERVICES GROUP, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
Coston, McIsaac & Partners 550.00%0.00%0.01%Q3 2022Q3 20235
KAHN BROTHERS GROUP INC 551.34%1.48%1.62%Q3 2022Q3 20235
TCTC Holdings, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Cetera Investment Advisers 550.01%0.01%0.01%Q3 2022Q3 20235
Johnson Midwest Financial, LLC 550.00%0.01%0.02%Q3 2022Q3 20235
EMFO, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
GABELLI FUNDS LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Roble, Belko & Company, Inc 550.00%0.00%0.00%Q3 2022Q3 20235
BLAIR WILLIAM & CO/IL 550.00%0.00%0.00%Q3 2022Q3 20235
Centerpoint Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
OPPENHEIMER ASSET MANAGEMENT INC. 550.02%0.05%0.08%Q3 2022Q3 20235
Fractal Investments LLC 550.04%0.06%0.08%Q3 2022Q3 20235
Herold Advisors, Inc. 550.02%0.04%0.08%Q3 2022Q3 20235
NewSquare Capital LLC 550.00%0.00%0.00%Q3 2022Q3 20235
First Eagle Investment Management, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
Truvestments Capital LLC 550.00%0.00%0.01%Q3 2022Q3 20235
FARMERS & MERCHANTS INVESTMENTS INC 550.00%0.00%0.01%Q3 2022Q3 20235
RAYMOND JAMES TRUST N.A. 550.01%0.01%0.02%Q3 2022Q3 20235
VAN ECK ASSOCIATES CORP 550.04%0.05%0.08%Q3 2022Q3 20235
CWA Asset Management Group, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
SALEM INVESTMENT COUNSELORS INC 550.00%0.00%0.00%Q3 2022Q3 20235
Marks Group Wealth Management, Inc 550.05%0.10%0.15%Q3 2022Q3 20235
First City Capital Management, Inc. 550.08%0.10%0.12%Q3 2022Q3 20235
BlackRock Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
JNBA Financial Advisors 550.00%0.00%0.00%Q3 2022Q3 20235
NOMURA ASSET MANAGEMENT CO LTD 550.00%0.00%0.00%Q3 2022Q3 20235
ACADIAN ASSET MANAGEMENT LLC 550.00%0.01%0.06%Q3 2022Q3 20235
Thrive Wealth Management, LLC 550.02%0.03%0.03%Q3 2022Q3 20235
LPL Financial LLC 550.00%0.01%0.01%Q3 2022Q3 20235
Front Row Advisors LLC 550.00%0.00%0.00%Q3 2022Q3 20235
North Star Investment Management Corp. 550.00%0.01%0.01%Q3 2022Q3 20235
Guardian Wealth Management, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
STIFEL FINANCIAL CORP 550.01%0.01%0.01%Q3 2022Q3 20235
EverSource Wealth Advisors, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Rockefeller Capital Management L.P. 550.00%0.01%0.01%Q3 2022Q3 20235
Western Pacific Wealth Management, LP 550.00%0.00%0.00%Q3 2022Q3 20235
Cetera Advisors LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Westside Investment Management, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
GLENMEDE TRUST CO NA 550.00%0.00%0.00%Q3 2022Q3 20235
QUADRANT CAPITAL GROUP LLC 550.01%0.02%0.03%Q3 2022Q3 20235
Greenwich Wealth Management LLC 550.03%0.03%0.04%Q3 2022Q3 20235
LINCLUDEN MANAGEMENT LTD 550.23%0.26%0.29%Q3 2022Q3 20235
Allworth Financial LP 550.00%0.00%0.00%Q3 2022Q3 20235
MV CAPITAL MANAGEMENT, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
KEYBANK NATIONAL ASSOCIATION/OH 550.00%0.00%0.01%Q3 2022Q3 20235
J.P. Morgan Private Wealth Advisors LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Hoese & Co LLP 550.00%0.00%0.00%Q3 2022Q3 20235
Tower Research Capital LLC (TRC) 550.00%0.00%0.01%Q3 2022Q3 20235
CENTRAL TRUST Co 550.00%0.00%0.00%Q3 2022Q3 20235
DIMENSIONAL FUND ADVISORS LP 550.00%0.00%0.01%Q3 2022Q3 20235
Crewe Advisors LLC 550.00%0.00%0.00%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
Pflug Koory, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
AIMZ Investment Advisors, LLC 550.28%0.32%0.34%Q3 2022Q3 20235
Baird Financial Group, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
PEAPACK GLADSTONE FINANCIAL CORP 550.01%0.01%0.02%Q3 2022Q3 20235
Bison Wealth, LLC 550.02%0.03%0.04%Q3 2022Q3 20235
First Horizon Advisors, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Steward Partners Investment Advisory, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
AMERIPRISE FINANCIAL INC 550.00%0.00%0.00%Q3 2022Q3 20235
GHP Investment Advisors, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Haverford Trust Co 550.00%0.01%0.01%Q3 2022Q3 20235
JANICZEK WEALTH MANAGEMENT, LLC 550.03%0.04%0.05%Q3 2022Q3 20235
Manchester Capital Management LLC 550.00%0.00%0.00%Q3 2022Q3 20235
NORTHERN TRUST CORP 550.00%0.00%0.01%Q3 2022Q3 20235
Atria Wealth Solutions, Inc. 550.00%0.00%0.01%Q3 2022Q3 20235
Wallace Capital Management Inc. 550.12%0.15%0.18%Q3 2022Q3 20235
COMMERCE BANK 550.00%0.00%0.00%Q3 2022Q3 20235
SITTNER & NELSON, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Stonebridge Capital Advisors LLC 550.01%0.01%0.01%Q3 2022Q3 20235
BESSEMER GROUP INC 550.00%0.00%0.00%Q3 2022Q3 20235
HighTower Advisors, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
RAYMOND JAMES & ASSOCIATES 550.01%0.01%0.02%Q3 2022Q3 20235
Pacer Advisors, Inc. 550.00%0.00%0.02%Q3 2022Q3 20235
ADVISOR PARTNERS II, LLC 550.02%0.04%0.08%Q3 2022Q3 20235
MERCER GLOBAL ADVISORS INC /ADV 550.00%0.00%0.00%Q3 2022Q3 20235
DODGE & COX 550.34%0.54%0.62%Q3 2022Q3 20235
Key FInancial Inc 550.00%0.00%0.00%Q3 2022Q3 20235
Kestra Advisory Services, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
BROWN BROTHERS HARRIMAN & CO 550.00%0.00%0.00%Q3 2022Q3 20235
ClearBridge Investments 550.12%0.18%0.21%Q3 2022Q3 20235
YOUSIF CAPITAL MANAGEMENT, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Aristotle Capital Management, LLC 550.11%0.14%0.16%Q3 2022Q3 20235
Arden Trust Co 550.08%0.20%0.28%Q4 2022Q4 20235
Global Retirement Partners, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
Sigma Planning Corp 550.00%0.01%0.01%Q3 2022Q3 20235
Ancora Advisors LLC 550.00%0.00%0.00%Q3 2022Q3 20235
EP Wealth Advisors, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Balentine LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Advisors Asset Management, Inc. 550.01%0.01%0.02%Q3 2022Q3 20235
AVANTAX ADVISORY SERVICES, INC. 550.00%0.00%0.01%Q3 2022Q3 20235
MACQUARIE GROUP LTD 550.00%0.00%0.00%Q3 2022Q3 20235
Integrated Advisors Network LLC 440.01%0.01%0.01%Q4 2022Q3 20234
First Command Financial Services, Inc. 440.00%0.00%0.00%Q3 2022Q2 20234
CAMBRIDGE TRUST CO 440.00%0.00%0.00%Q4 2022Q3 20234
BENJAMIN EDWARDS INC 440.00%0.00%0.00%Q3 2022Q2 20234
JARISLOWSKY, FRASER Ltd 440.00%0.00%0.00%Q3 2022Q2 20234
HOLLENCREST CAPITAL MANAGEMENT 440.01%0.01%0.01%Q4 2022Q3 20234
Choate Investment Advisors 440.01%0.01%0.01%Q4 2022Q3 20234
Essex Financial Services, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
PRIVATE TRUST CO NA 440.01%0.01%0.01%Q4 2022Q3 20234
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 440.00%0.00%0.00%Q4 2022Q3 20234
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
BerganKDV Wealth Management, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
First Command Bank 440.00%0.00%0.00%Q3 2022Q2 20234
1832 Asset Management L.P. 440.00%0.00%0.00%Q4 2022Q3 20234
Bangor Savings Bank 440.00%0.00%0.00%Q4 2022Q3 20234
UBS OCONNOR LLC 310.02%0.04%0.07%Q3 2022Q3 20234
Concord Wealth Partners 440.00%0.00%0.00%Q4 2022Q3 20234
FLOSSBACH VON STORCH AG 440.00%0.00%0.00%Q3 2022Q2 20234
Parkside Financial Bank & Trust 440.00%0.00%0.00%Q4 2022Q3 20234
SAGE RHINO CAPITAL LLC 440.03%0.03%0.03%Q4 2022Q3 20234
COLDSTREAM CAPITAL MANAGEMENT INC 440.00%0.00%0.00%Q4 2022Q3 20234
Susquehanna International Group Ltd. 440.20%0.45%0.70%Q3 2022Q2 20234
Cornerstone Wealth Management, LLC 310.01%0.02%0.03%Q3 2022Q3 20234
NATIXIS 440.00%0.00%0.00%Q4 2022Q3 20234
NORTHWEST INVESTMENT COUNSELORS, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
DEFINED WEALTH MANAGEMENT, LLC 440.17%0.18%0.19%Q4 2022Q3 20234
UMB Bank, n.a. 440.00%0.00%0.00%Q4 2022Q3 20234
Baron Wealth Management LLC 440.07%0.10%0.13%Q1 2023Q4 20234
Ameritas Advisory Services, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
JANE STREET GROUP, LLC 310.00%0.00%0.01%Q3 2022Q3 20234
LOGAN CAPITAL MANAGEMENT INC 440.01%0.01%0.01%Q4 2022Q3 20234
CVA Family Office, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
ANCHOR CAPITAL ADVISORS LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Wallace Advisory Group, LLC 440.09%0.09%0.09%Q4 2022Q3 20234
Compagnie Lombard Odier SCmA 440.00%0.00%0.00%Q3 2022Q2 20234
Grove Bank & Trust 440.01%0.01%0.01%Q4 2022Q3 20234
Seed Wealth Management, Inc. 440.26%0.27%0.27%Q4 2022Q3 20234
GQG Partners LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Quadrant Private Wealth Management, LLC 440.07%0.08%0.08%Q4 2022Q3 20234
Kovack Advisors, Inc. 310.01%0.02%0.02%Q3 2022Q3 20234
MONEY CONCEPTS CAPITAL CORP 440.01%0.01%0.01%Q3 2022Q2 20234
Beacon Capital Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Blue Trust, Inc. 440.00%0.00%0.01%Q4 2022Q3 20234
GPS Wealth Strategies Group, LLC 310.00%0.00%0.00%Q3 2022Q3 20234
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.00%0.00%0.00%Q4 2022Q3 20234
Aspen Grove Capital, LLC 440.10%0.11%0.14%Q4 2022Q3 20234
VALLEY WEALTH MANAGERS, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
CHAPIN DAVIS, INC. 440.06%0.07%0.08%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
Colonial Trust Co / SC 440.00%0.00%0.00%Q4 2022Q3 20234
BANK OF MONTREAL /CAN/ 220.00%0.00%0.00%Q3 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
SouthState Corp 440.00%0.00%0.00%Q4 2022Q3 20234
MAI Capital Management 310.00%0.00%0.00%Q3 2022Q3 20234
Live Oak Investment Partners 440.00%0.00%0.00%Q4 2022Q3 20234
HORIZON KINETICS ASSET MANAGEMENT LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Financial Management Professionals, Inc. 310.00%0.00%0.00%Q3 2022Q3 20234
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
DFPG INVESTMENTS, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Sanctuary Wealth Management, L.L.C. 210.01%0.01%0.01%Q1 2010Q3 20234
Register Financial Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Point72 Asset Management, L.P. 440.00%0.02%0.06%Q4 2022Q3 20234
Oakworth Capital, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
HALL LAURIE J TRUSTEE 440.00%0.00%0.01%Q3 2022Q2 20234
Retirement Group, LLC 310.00%0.00%0.00%Q3 2022Q3 20234
WELCH & FORBES LLC 440.09%0.09%0.09%Q4 2022Q3 20234
Park Place Capital Corp 440.05%0.06%0.07%Q4 2022Q3 20234
Pacific Center for Financial Services 310.00%0.00%0.00%Q3 2022Q3 20234
Financial Advocates Investment Management 440.01%0.01%0.01%Q4 2022Q3 20234
WASHINGTON TRUST Co 440.00%0.00%0.00%Q4 2022Q3 20234
DELTA ASSET MANAGEMENT LLC/TN 440.01%0.01%0.01%Q4 2022Q3 20234
Bain Capital Public Equity, LP 444.06%5.50%7.06%Q4 2022Q3 20234
Princeton Global Asset Management LLC 440.00%0.00%0.00%Q4 2022Q3 20234
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q3 2022Q2 20234
Kistler-Tiffany Companies, LLC 440.01%0.01%0.02%Q3 2022Q2 20234
Marotta Asset Management 310.03%0.04%0.04%Q4 2022Q4 20234
Thomasville National Bank 440.03%0.04%0.04%Q4 2022Q3 20234
CREATIVE FINANCIAL DESIGNS INC /ADV 440.00%0.00%0.00%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
REGIONS FINANCIAL CORP 440.01%0.01%0.01%Q4 2022Q3 20234
CLIFFORD CAPITAL PARTNERS LLC 442.06%2.42%2.62%Q3 2022Q2 20234
Cubist Systematic Strategies, LLC 440.00%0.01%0.02%Q4 2022Q3 20234
Euro Pacific Asset Management, LLC 440.19%0.20%0.21%Q4 2022Q3 20234
DRIVE WEALTH MANAGEMENT, LLC 440.03%0.05%0.08%Q4 2022Q3 20234
ST GERMAIN D J CO INC 310.00%0.00%0.00%Q4 2022Q4 20234
HARBOUR INVESTMENTS, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
Sequoia Financial Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Twin Lakes Capital Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
HIGHLAND CAPITAL MANAGEMENT, LLC 220.01%0.01%0.02%Q3 2022Q3 20234
Bigelow Investment Advisors, LLC 440.04%0.05%0.05%Q3 2022Q2 20234
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
JONES FINANCIAL COMPANIES LLLP 440.00%0.00%0.00%Q4 2022Q3 20234
JOHNSON INVESTMENT COUNSEL INC 440.00%0.00%0.00%Q3 2022Q2 20234
PFS INVESTMENTS INC. 440.02%0.06%0.08%Q3 2022Q2 20234
Independent Advisor Alliance 440.00%0.00%0.01%Q3 2022Q2 20234
ALLIANCEBERNSTEIN L.P. 440.02%0.04%0.04%Q4 2022Q3 20234
Coronation Fund Managers Ltd. 440.04%0.05%0.06%Q4 2022Q3 20234
Ethic Inc. 440.02%0.03%0.05%Q4 2022Q3 20234
GW&K Investment Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
FirstPurpose Wealth LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Beacon Pointe Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
GODSEY & GIBB, INC 440.00%0.00%0.00%Q4 2022Q3 20234
SOA Wealth Advisors, LLC. 440.00%0.00%0.01%Q4 2022Q3 20234
Avondale Wealth Management 440.00%0.00%0.00%Q4 2022Q3 20234
WEBSTER BANK, N. A. 440.00%0.00%0.00%Q4 2022Q3 20234
Keystone Financial Group 220.03%0.03%0.04%Q3 2022Q3 20234
BDO Wealth Advisors, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
GTS SECURITIES LLC 220.00%0.00%0.02%Q2 2023Q3 20234
Clearview Wealth Advisors LLC 440.00%0.00%0.01%Q3 2022Q2 20234
FIRST HAWAIIAN BANK 440.04%0.04%0.04%Q4 2022Q3 20234
Wealth Alliance 440.04%0.04%0.04%Q4 2022Q3 20234
AdvisorNet Financial, Inc 440.00%0.00%0.01%Q4 2022Q3 20234
CNB Bank 440.00%0.00%0.00%Q4 2022Q3 20234
Rosenberg Matthew Hamilton 440.00%0.00%0.00%Q4 2022Q3 20234
PATHSTONE FAMILY OFFICE, LLC 310.00%0.00%0.01%Q3 2022Q3 20234
KG&L Capital Management,LLC 440.05%0.05%0.06%Q3 2022Q2 20234
Southpoint Capital Advisors LP 441.28%1.40%1.52%Q4 2022Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
EMINENCE CAPITAL, LP 440.33%0.44%0.55%Q4 2022Q3 20234
HUNTINGTON NATIONAL BANK 440.00%0.00%0.00%Q4 2022Q3 20234
PINNACLE FINANCIAL PARTNERS INC 440.00%0.00%0.00%Q4 2022Q3 20234
Quantinno Capital Management LP 440.03%0.05%0.11%Q4 2022Q3 20234
IFP Advisors, Inc 440.00%0.00%0.00%Q4 2022Q3 20234
Caprock Group, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
BALYASNY ASSET MANAGEMENT L.P. 210.00%0.03%0.05%Q3 2022Q2 20233
Endurance Wealth Management, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
KB FINANCIAL PARTNERS, LLC 330.01%0.02%0.02%Q3 2022Q1 20233
Simplicity Solutions, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
SCOTIA CAPITAL INC. 210.00%0.00%0.00%Q3 2022Q3 20233
Carmel Capital Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Great Lakes Retirement, Inc. 330.04%0.04%0.04%Q1 2023Q3 20233
Nalls Sherbakoff Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
CIBC WORLD MARKET INC. 330.00%0.00%0.00%Q3 2022Q1 20233
Smithfield Trust Co 330.00%0.00%0.00%Q1 2023Q3 20233
Baystate Wealth Management LLC 330.00%0.00%0.00%Q1 2023Q3 20233
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Delta Financial Group, Inc. 210.03%0.03%0.04%Q4 2022Q3 20233
WFA Asset Management Corp 330.00%0.00%0.00%Q3 2022Q1 20233
Community Bank, N.A. 330.00%0.00%0.00%Q3 2022Q1 20233
Marathon Partners Equity Management, LLC 334.56%5.97%7.33%Q1 2023Q3 20233
ADVISORS MANAGEMENT GROUP INC /ADV 330.16%0.18%0.20%Q3 2022Q1 20233
Moran Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
LVW Advisors, LLC 330.02%0.03%0.04%Q3 2022Q1 20233
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
PDS Planning, Inc 330.01%0.01%0.01%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 330.00%0.00%0.00%Q1 2023Q3 20233
Global Trust Asset Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Ellevest, Inc. 330.00%0.00%0.00%Q3 2022Q1 20233
Old Port Advisors 210.10%0.13%0.16%Q4 2022Q3 20233
MOTCO 210.00%0.00%0.00%Q3 2022Q3 20233
Hartford Financial Management Inc. 330.00%0.00%0.00%Q3 2022Q1 20233
OLD SECOND NATIONAL BANK OF AURORA 330.00%0.00%0.00%Q3 2022Q1 20233
HARVEST GROUP WEALTH MANAGEMENT, LLC 330.01%0.01%0.01%Q3 2022Q1 20233
BRAVE ASSET MANAGEMENT INC 330.03%0.04%0.04%Q3 2022Q1 20233
CENTAURUS FINANCIAL, INC. 330.01%0.01%0.01%Q3 2022Q1 20233
Bleakley Financial Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
TRUST CO OF VERMONT 330.00%0.00%0.00%Q3 2022Q1 20233
Y-Intercept (Hong Kong) Ltd 330.01%0.09%0.20%Q4 2022Q2 20233
Schubert & Co 330.00%0.00%0.00%Q3 2022Q1 20233
MANE GLOBAL CAPITAL MANAGEMENT LP 331.34%2.36%4.34%Q4 2022Q2 20233
WASHINGTON CAPITAL MANAGEMENT, INC 330.11%0.12%0.13%Q3 2022Q1 20233
Grantham, Mayo, Van Otterloo & Co. LLC 330.02%0.03%0.04%Q3 2022Q1 20233
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q3 2022Q1 20233
HARDING LOEVNER LP 330.45%0.78%1.24%Q1 2023Q3 20233
Orion Portfolio Solutions, LLC 330.05%0.05%0.06%Q1 2023Q3 20233
Legacy Financial Advisors, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
Employees Retirement System of Texas 330.04%0.07%0.10%Q3 2022Q1 20233
Financial Gravity Asset Management, Inc. 210.00%0.00%0.00%Q3 2022Q2 20233
City State Bank 330.01%0.01%0.01%Q1 2023Q3 20233
Cornerstone Planning Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
SkyView Investment Advisors, LLC 330.01%0.01%0.02%Q3 2022Q1 20233
First Trust Direct Indexing L.P. 330.01%0.01%0.02%Q1 2023Q3 20233
BRANDES INVESTMENT PARTNERS, LP 330.01%0.12%0.19%Q3 2022Q1 20233
Independence Bank of Kentucky 330.00%0.00%0.00%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
Brandywine Global Investment Management, LLC 330.10%0.23%0.32%Q3 2022Q1 20233
THOMPSON INVESTMENT MANAGEMENT, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Pinnacle Bancorp, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
BUCKINGHAM STRATEGIC WEALTH, LLC 210.00%0.00%0.00%Q3 2022Q3 20233
Y.D. More Investments Ltd 330.00%0.00%0.00%Q4 2022Q2 20233
LSV ASSET MANAGEMENT 330.00%0.00%0.00%Q3 2022Q1 20233
Accel Wealth Management 330.00%0.00%0.00%Q3 2022Q1 20233
Icon Wealth Partners, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
JOHN G ULLMAN & ASSOCIATES INC 330.29%0.31%0.33%Q3 2022Q1 20233
Aaron Wealth Advisors LLC 330.02%0.03%0.04%Q3 2022Q1 20233
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
TD Capital Management LLC 330.00%0.00%0.00%Q3 2022Q1 20233
THRIVENT FINANCIAL FOR LUTHERANS 330.00%0.00%0.00%Q1 2023Q3 20233
Qube Research & Technologies Ltd 110.00%0.01%0.01%Q3 2022Q3 20233
First PREMIER Bank 330.00%0.01%0.01%Q3 2022Q1 20233
Ridgewood Investments LLC 330.03%0.06%0.08%Q4 2022Q2 20233
Dorsey & Whitney Trust CO LLC 330.01%0.01%0.02%Q1 2023Q3 20233
True North Advisors, LLC 330.04%0.05%0.06%Q3 2022Q1 20233
Mirador Capital Partners LP 330.03%0.03%0.03%Q4 2022Q2 20233
Sunbelt Securities, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
Raleigh Capital Management Inc. 210.00%0.00%0.00%Q3 2022Q3 20233
Cornerstone Management, Inc. 330.00%0.00%0.00%Q3 2022Q1 20233
KCS Wealth Advisory 330.03%0.05%0.06%Q3 2022Q1 20233
Cape Investment Advisory, Inc. 330.00%0.02%0.04%Q1 2023Q3 20233
CALDWELL SUTTER CAPITAL, INC. 330.02%0.03%0.04%Q1 2023Q3 20233
Horan Securities, Inc. 330.01%0.01%0.01%Q4 2022Q2 20233
PHILADELPHIA TRUST CO 330.02%0.06%0.09%Q3 2022Q1 20233
Perigon Wealth Management, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.00%0.00%0.01%Q4 2022Q2 20233
Private Advisory Group LLC 330.04%0.05%0.05%Q3 2022Q1 20233
Jackson, Grant Investment Advisers, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Liontrust Investment Partners LLP 330.01%0.11%0.26%Q1 2023Q3 20233
COMERICA SECURITIES,INC. 210.00%0.01%0.01%Q4 2022Q3 20233
Bollard Group LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Gibson Wealth Advisors LLC 220.00%0.00%0.00%Q3 2022Q4 20222
PRICE T ROWE ASSOCIATES INC /MD/ 110.00%0.01%0.01%Q3 2022Q3 20232
Squarepoint Ops LLC 110.00%0.00%0.00%Q3 2022Q3 20232
Hudson Portfolio Management LLC 220.20%0.22%0.24%Q3 2022Q4 20222
HERITAGE WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Quinn Opportunity Partners LLC 220.42%0.48%0.54%Q3 2022Q4 20222
Parallax Volatility Advisers, L.P. 220.00%0.00%0.00%Q3 2022Q4 20222
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Connor, Clark & Lunn Investment Management Ltd. 220.01%0.01%0.01%Q3 2022Q4 20222
CGC Financial Services, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
FINANCIAL COUNSELORS INC 220.03%0.03%0.03%Q3 2022Q4 20222
New England Capital Financial Advisors LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Strengthening Families & Communities, LLC 220.00%0.00%0.01%Q1 2023Q2 20232
Citizens Business Bank 220.02%0.02%0.02%Q3 2022Q4 20222
PERSONAL CFO SOLUTIONS, LLC 220.02%0.02%0.03%Q2 2023Q3 20232
RHUMBLINE ADVISERS 220.00%0.00%0.00%Q2 2023Q3 20232
Gilman Hill Asset Management, LLC 220.10%0.11%0.11%Q3 2022Q4 20222
CONFLUENCE INVESTMENT MANAGEMENT LLC 220.01%0.01%0.01%Q2 2023Q3 20232
HANCOCK WHITNEY CORP 220.00%0.00%0.00%Q2 2023Q3 20232
SEVEN EIGHT CAPITAL, LP 220.01%0.01%0.01%Q2 2023Q3 20232
High Net Worth Advisory Group LLC 220.00%0.02%0.04%Q3 2022Q4 20222
Jump Financial, LLC 110.01%0.01%0.01%Q1 2023Q3 20232
Legacy Capital Wealth Partners, LLC 110.04%0.05%0.05%Q1 2023Q3 20232
GAMBLE JONES INVESTMENT COUNSEL 220.01%0.01%0.01%Q3 2022Q4 20222
SANDERS MORRIS HARRIS LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Milestone Investment Advisors LLC 110.00%0.00%0.00%Q1 2023Q3 20232
Eagle Bay Advisors LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Ariel Investments 220.01%0.02%0.02%Q3 2022Q4 20222
HighTower Trust Company, N.A. 220.01%0.01%0.01%Q4 2022Q1 20232
PITCAIRN CO 220.03%0.04%0.06%Q2 2023Q3 20232
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
TOWER BRIDGE ADVISORS 220.01%0.01%0.01%Q3 2022Q4 20222
COMERICA BANK 220.01%0.01%0.01%Q3 2022Q4 20222
Capricorn Fund Managers Ltd 110.06%0.18%0.30%Q3 2022Q2 20232
GUGGENHEIM CAPITAL LLC 220.00%0.00%0.00%Q3 2022Q4 20222
CARDIFF PARK ADVISORS, LLC 110.01%0.01%0.02%Q3 2022Q3 20232
Burleson & Company, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Moisand Fitzgerald Tamayo, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
UNITED CAPITAL FINANCIAL ADVISORS, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Investment Research & Advisory Group, Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
Dynamic Advisor Solutions LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Portside Wealth Group, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Susquehanna International Securities, Ltd. 220.77%0.85%0.94%Q2 2023Q3 20232
PFG Advisors 220.01%0.01%0.02%Q3 2022Q4 20222
Optiver Holding B.V. 110.00%0.00%0.00%Q3 2022Q3 20232
Palestra Capital Management LLC 223.07%3.36%3.66%Q1 2023Q2 20232
HRT FINANCIAL LP 220.00%0.00%0.01%Q1 2023Q2 20232
25 LLC 220.00%0.00%0.00%Q1 2023Q2 20232
PIN OAK INVESTMENT ADVISORS INC 220.01%0.02%0.02%Q2 2023Q3 20232
TimeScale Financial, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
TRUSTCORE FINANCIAL SERVICES, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q3 2022Q1 20232
SEVEN MILE ADVISORY 220.12%0.12%0.12%Q2 2023Q3 20232
HSBC HOLDINGS PLC 110.00%0.00%0.00%Q1 2023Q3 20232
ExodusPoint Capital Management, LP 110.00%0.01%0.01%Q3 2022Q2 20232
Baker Avenue Asset Management, LP 220.00%0.00%0.00%Q1 2023Q2 20232
VOLORIDGE INVESTMENT MANAGEMENT, LLC 220.00%0.01%0.02%Q2 2023Q3 20232
Morningstar Investment Services LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Global Wealth Management Investment Advisory, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
JACOBS & CO/CA 220.10%0.12%0.15%Q3 2022Q4 20222
Pendal Group Ltd 220.01%0.01%0.01%Q3 2022Q4 20222
ROANOKE ASSET MANAGEMENT CORP/ NY 220.14%0.16%0.18%Q3 2022Q4 20222
AMERICAN NATIONAL BANK 110.00%0.00%0.00%Q4 2022Q2 20232
CAPSTONE INVESTMENT ADVISORS, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CoreFirst Bank & Trust 220.02%0.02%0.02%Q4 2022Q1 20232
CREDIT SUISSE AG/ 220.00%0.00%0.00%Q3 2022Q4 20222
Cresset Asset Management, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
AXQ CAPITAL, LP 220.06%0.11%0.17%Q4 2022Q1 20232
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Alan B Lancz & Associates, Inc. 220.12%0.13%0.13%Q2 2023Q3 20232
KENFARB & CO. 220.07%0.08%0.08%Q3 2022Q4 20222
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 220.38%0.39%0.40%Q4 2022Q1 20232
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
PINNACLE ASSOCIATES LTD 220.00%0.00%0.01%Q3 2022Q4 20222
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2022Q3 20232
Resonant Capital Advisors, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
WCM INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Savant Capital, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Renasant Bank 110.07%0.07%0.07%Q1 2023Q3 20232
Financial Connections Group, Inc. 220.00%0.01%0.01%Q1 2023Q2 20232
Mork Capital Management, LLC 220.14%0.14%0.14%Q3 2022Q4 20222
MEYER HANDELMAN CO 220.01%0.01%0.01%Q3 2022Q4 20222
Heathbridge Capital Management Ltd. 224.67%4.77%4.87%Q2 2023Q3 20232
Legend Financial Advisors, Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
Freestone Capital Holdings, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Avior Wealth Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20232
Sowell Financial Services LLC 110.02%0.02%0.02%Q4 2022Q2 20232
Peoples Bank/KS 220.01%0.01%0.01%Q3 2023Q4 20232
Capital International Investors 220.00%0.00%0.00%Q3 2022Q4 20222
WRIGHT INVESTORS SERVICE INC 220.03%0.03%0.03%Q2 2023Q3 20232
Integrity Advisory, LLC 220.18%0.21%0.24%Q3 2022Q4 20222
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Belpointe Asset Management LLC 220.00%0.00%0.01%Q4 2022Q1 20232
Brinker Capital Investments, LLC 220.04%0.05%0.07%Q3 2022Q4 20222
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q3 2022Q3 20232
Veritable, L.P. 220.00%0.00%0.00%Q1 2023Q2 20232
Zullo Investment Group, Inc. 220.01%0.01%0.01%Q3 2022Q4 20222
FIRST COMMUNITY TRUST NA 220.00%0.01%0.01%Q3 2022Q4 20222
BELLEVUE ASSET MANAGEMENT, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Holocene Advisors, LP 110.01%0.02%0.02%Q3 2022Q2 20232
Rise Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Compass Wealth Management LLC 220.00%0.00%0.00%Q3 2023Q4 20232
Hitchwood Capital Management LP 221.86%4.03%6.20%Q4 2022Q1 20232
AlphaCore Capital LLC 220.03%0.03%0.03%Q2 2023Q3 20232
TWO SIGMA INVESTMENTS, LP 110.01%0.01%0.01%Q2 2023Q2 20231
Bray Capital Advisors 110.00%0.00%0.00%Q3 2022Q3 20221
NAPLES GLOBAL ADVISORS, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Kozak & Associates, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Endowment Wealth Management, Inc. 110.09%0.09%0.09%Q3 2023Q3 20231
Headlands Technologies LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Briaud Financial Planning, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
Kalos Management, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Dakota Wealth Management 110.01%0.01%0.01%Q3 2022Q3 20221
Cutler Group LLC / CA 110.00%0.00%0.00%Q3 2022Q3 20221
KEATING INVESTMENT COUNSELORS INC 110.07%0.07%0.07%Q3 2022Q3 20221
Robinson Value Management, Ltd. 110.01%0.01%0.01%Q3 2022Q3 20221
Shay Capital LLC 110.02%0.02%0.02%Q1 2023Q1 20231
MOODY NATIONAL BANK TRUST DIVISION 110.01%0.01%0.01%Q4 2022Q4 20221
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Pine Valley Investments Ltd Liability Co 110.01%0.01%0.01%Q2 2023Q2 20231
Icon Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
MARSHALL WACE, LLP 110.00%0.00%0.00%Q3 2022Q3 20221
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q3 2022Q3 20221
PCA Investment Advisory Services Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Arlington Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Hudock, Inc. 110.01%0.01%0.01%Q3 2022Q3 20221
One Wealth Advisors, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
ZEVIN ASSET MANAGEMENT LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Foresight Wealth Management, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Sound Income Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BNP PARIBAS FINANCIAL MARKETS 110.04%0.04%0.04%Q3 2022Q3 20221
B. Metzler seel. Sohn & Co. AG 110.01%0.01%0.01%Q3 2023Q3 20231
Sierra Capital LLC 110.00%0.00%0.00%Q4 2022Q4 20221
NEW YORK STATE COMMON RETIREMENT FUND 110.00%0.00%0.00%Q3 2022Q3 20221
PROVENCE WEALTH MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
OLD MISSION CAPITAL LLC 110.31%0.31%0.31%Q3 2022Q3 20221
BLB&B Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Blume Capital Management, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Procyon Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
RESOURCES MANAGEMENT CORP /CT/ /ADV 110.00%0.00%0.00%Q1 2023Q1 20231
Ellis Investment Partners, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bayesian Capital Management, LP 110.12%0.12%0.12%Q1 2023Q1 20231
SeaCrest Wealth Management, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Hotaling Investment Management, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
WealthPlan Investment Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Timber Creek Capital Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
SYSTM Wealth Solutions LLC 110.02%0.02%0.02%Q2 2023Q2 20231
MARATHON CAPITAL MANAGEMENT 110.02%0.02%0.02%Q3 2022Q3 20221
First Light Asset Management, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Cadence Bank 110.01%0.01%0.01%Q3 2022Q3 20221
Lido Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 110.00%0.00%0.00%Q3 2022Q3 20221
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 110.02%0.02%0.02%Q3 2022Q3 20221
DB Wealth Management Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ARS Wealth Advisors Group, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Operose Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Surevest, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
One68 Global Capital, LLC 110.51%0.51%0.51%Q2 2023Q2 20231
Engineers Gate Manager LP 110.01%0.01%0.01%Q3 2022Q3 20221
BLUESTEIN R H & CO LLC 110.01%0.01%0.01%Q3 2022Q3 20221
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
NOMURA HOLDINGS INC 110.05%0.05%0.05%Q4 2022Q4 20221
Schonfeld Strategic Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Eversept Partners, LP 111.32%1.32%1.32%Q4 2022Q4 20221
Leucadia National 110.01%0.01%0.01%Q3 2023Q3 20231
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2023Q2 20231
SAMLYN CAPITAL, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
KARLINSKI ANDREW C 110.00%0.00%0.00%Q3 2022Q3 20221
Callan Family Office, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
EVERETT HARRIS & CO /CA/ 110.00%0.00%0.00%Q3 2022Q3 20221
Quantbot Technologies LP 110.01%0.01%0.01%Q1 2023Q1 20231
Clearstead Trust, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
NIA IMPACT ADVISORS, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
KANAWHA CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Tidal Investments LLC 110.00%0.00%0.00%Q2 2023Q2 20231
WELLINGTON MANAGEMENT GROUP LLP 110.01%0.01%0.01%Q3 2023Q3 20231
AlphaCentric Advisors LLC 110.30%0.30%0.30%Q3 2022Q3 20221
RFP Financial Group LLC 110.00%0.00%0.00%Q4 2022Q4 20221
QRG CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
New England Research & Management, Inc. 110.11%0.11%0.11%Q3 2022Q3 20221
ARVEST TRUST CO N A 110.01%0.01%0.01%Q3 2022Q3 20221
STONEBRIDGE CAPITAL MANAGEMENT INC 110.04%0.04%0.04%Q3 2022Q3 20221
Principle Wealth Partners LLC 110.01%0.01%0.01%Q4 2022Q4 20221
SYON CAPITAL LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Almanack Investment Partners, LLC. 110.01%0.01%0.01%Q3 2022Q3 20221
FNY Investment Advisers, LLC 114.14%4.14%4.14%Q3 2022Q3 20221
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Capital Analysts, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
ELEMENT CAPITAL MANAGEMENT LLC 110.77%0.77%0.77%Q4 2022Q4 20221
COWA, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
SAGE PRIVATE WEALTH GROUP, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Newbridge Financial Services Group, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
NORDEN GROUP LLC 110.03%0.03%0.03%Q3 2023Q3 20231
EATON VANCE MANAGEMENT 110.00%0.00%0.00%Q3 2022Q3 20221
Keel Point, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
GAMCO INVESTORS, INC. ET AL 110.00%0.00%0.00%Q3 2022Q3 20221
Pointe Capital Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Lloyd Advisory Services, LLC. 110.03%0.03%0.03%Q3 2023Q3 20231
Column Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Martin Investment Management, LLC 110.05%0.05%0.05%Q3 2022Q3 20221
Semmax Financial Advisors Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
INTREPID CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q2 2023Q2 20231
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
BONNESS ENTERPRISES INC 110.21%0.21%0.21%Q3 2022Q3 20221
Weiss Multi-Strategy Advisers LLC 110.02%0.02%0.02%Q4 2022Q4 20221
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
XTX Topco Ltd 110.04%0.04%0.04%Q1 2023Q1 20231
CPWM, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Cribstone Capital Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Foster Victor Wealth Advisors, LLC 110.14%0.14%0.14%Q3 2022Q3 20221
Strategic Asset Management, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
BAILARD, INC. 110.00%0.00%0.00%Q3 2022Q3 20221
Knowledge Leaders Capital, LLC 110.70%0.70%0.70%Q2 2023Q2 20231
FourThought Financial, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Sessa Capital IM, L.P. 117.42%7.42%7.42%Q3 2022Q3 20221
Aureus Asset Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Paragon Wealth Strategies, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
Missouri Trust & Investment Co 110.00%0.00%0.00%Q3 2022Q3 20221
MONETARY MANAGEMENT GROUP INC 110.00%0.00%0.00%Q1 2023Q1 20231
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
TWO SIGMA ADVISERS, LP 110.00%0.00%0.00%Q3 2023Q3 20231
Rehmann Capital Advisory Group 110.01%0.01%0.01%Q3 2023Q3 20231
WATERS PARKERSON & CO., LLC 110.01%0.01%0.01%Q3 2022Q3 20221
SIENA CAPITAL LLC 110.19%0.19%0.19%Q3 2022Q3 20221
Solstein Capital, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
WEDBUSH SECURITIES INC 110.01%0.01%0.01%Q3 2022Q3 20221
MADDEN SECURITIES Corp 110.01%0.01%0.01%Q4 2022Q4 20221
Atria Investments, Inc 110.02%0.02%0.02%Q3 2023Q3 20231
Essex Savings Bank 110.03%0.03%0.03%Q3 2023Q3 20231
DE BURLO GROUP INC 110.00%0.00%0.00%Q3 2022Q3 20221
Luken Investment Analytics, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
ROOSEVELT INVESTMENT GROUP LLC 110.01%0.01%0.01%Q3 2022Q3 20221
BOURGEON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BOENNING & SCATTERGOOD, INC. 110.02%0.02%0.02%Q3 2022Q3 20221
Northeast Financial Consultants Inc 110.01%0.01%0.01%Q3 2022Q3 20221
Old North State Trust, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Wagner Wealth Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Goodwin Investment Advisory 110.00%0.00%0.00%Q3 2022Q3 20221
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Ahrens Investment Partners LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Mascoma Wealth Management LLC 110.00%0.00%0.00%Q3 2022Q3 20221
New Republic Capital, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Golden State Equity Partners 110.02%0.02%0.02%Q3 2023Q3 20231
LGT Group Foundation 110.00%0.00%0.00%Q2 2023Q2 20231
GUARDIAN CAPITAL ADVISORS LP 110.02%0.02%0.02%Q3 2022Q3 20221
Realta Investment Advisors 110.02%0.02%0.02%Q3 2022Q3 20221
AlphaMark Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Sage Mountain Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
RITHOLTZ WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2022Q3 20221
OLD POINT TRUST & FINANCIAL SERVICES N A 110.00%0.00%0.00%Q2 2023Q2 20231
American Research & Management Co. 110.00%0.00%0.00%Q3 2022Q3 20221
INSIGNEO ADVISORY SERVICES, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
HOURGLASS CAPITAL, LLC 110.29%0.29%0.29%Q3 2022Q3 20221
Arete Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Covington Capital Management 110.00%0.00%0.00%Q3 2022Q3 20221
American Portfolios Advisors 110.00%0.00%0.00%Q3 2022Q3 20221
COLONY GROUP LLC 110.00%0.00%0.00%Q4 2022Q4 20221
WFA of San Diego, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
LGT Financial Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Holowesko Partners Ltd. 110.22%0.22%0.22%Q3 2022Q3 20221
Capital Research Global Investors 110.00%0.00%0.00%Q3 2022Q3 20221
PFG Private Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Legacy Wealth Asset Management, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Syverson Strege & Co 110.00%0.00%0.00%Q1 2023Q1 20231
CASTLE WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q3 2022Q3 20221
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2022Q3 20221
Intrua Financial, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Troluce Capital Advisors LLC 110.05%0.05%0.05%Q2 2023Q2 20231
AUA CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
9258 Wealth Management, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
COUNTRY TRUST BANK 110.00%0.00%0.00%Q4 2023Q4 20231
Selective Wealth Management, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Standard Family Office LLC 110.00%0.00%0.00%Q3 2022Q3 20221
KRAEMATON INVESTMENT ADVISORS, INC 110.00%0.00%0.00%Q4 2022Q4 20221
MANUFACTURERS LIFE INSURANCE COMPANY, THE 110.00%0.00%0.00%Q3 2022Q3 20221
Resurgent Financial Advisors LLC 110.02%0.02%0.02%Q4 2022Q4 20221
FIL Ltd 110.00%0.00%0.00%Q3 2023Q3 20231
ROTHSCHILD INVESTMENT LLC /IL 110.02%0.02%0.02%Q3 2022Q3 20221
Activest Wealth Management 110.00%0.00%0.00%Q3 2023Q3 20231
ROFFMAN MILLER ASSOCIATES INC /PA/ 110.00%0.00%0.00%Q2 2023Q2 20231
Mach-1 Financial Group, LLC 110.00%0.00%0.00%Q3 2022Q3 20221

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