MAIN STREET CAPITAL CORP shareholder history

Current and past MAIN STREET CAPITAL CORP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.00%Q2 2013Q3 2023114
Citadel Advisors 4010.00%0.00%0.01%Q2 2013Q3 202382
Cutler Group LLC / CA 1410.00%0.00%0.01%Q4 2015Q4 202255
CITIGROUP INC 3320.00%0.00%0.00%Q2 2013Q3 202351
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
KING LUTHER CAPITAL MANAGEMENT CORP 42420.01%0.01%0.01%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.01%0.04%Q2 2013Q3 202342
Carlson Capital Management 42420.16%0.59%0.91%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
Legal & General Group Plc 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.01%0.02%Q2 2013Q3 202342
CONFLUENCE INVESTMENT MANAGEMENT LLC 42420.02%0.09%0.18%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.01%Q2 2013Q3 202342
GOLDMAN SACHS GROUP INC 3010.00%0.00%0.00%Q1 2012Q3 202342
LPL Financial LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
VAN ECK ASSOCIATES CORP 42420.00%0.05%0.09%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
MCKINLEY CAPITAL MANAGEMENT LLC 42420.03%0.37%1.01%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.00%Q2 2013Q3 202342
Creative Planning 3380.00%0.00%0.01%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 41410.00%0.01%0.02%Q3 2013Q3 202341
OPTIMUM INVESTMENT ADVISORS 3470.01%0.20%0.44%Q3 2013Q4 202341
US BANCORP \DE\ 41410.00%0.00%0.00%Q3 2013Q3 202341
Cambridge Investment Research Advisors, Inc. 41410.01%0.03%0.06%Q3 2013Q3 202341
Callahan Advisors, LLC 41410.05%0.08%0.10%Q3 2013Q3 202341
Focused Wealth Management, Inc 41410.04%0.21%0.58%Q3 2013Q3 202341
Private Advisor Group, LLC 40400.01%0.02%0.04%Q4 2013Q3 202340
ADVISORY RESEARCH INC 40400.01%0.09%0.22%Q4 2013Q3 202340
Janney Montgomery Scott LLC 14120.00%0.01%0.03%Q2 2013Q3 202340
Wellington Shields Capital Management, LLC 3630.02%0.14%0.39%Q3 2013Q3 202339
JANE STREET GROUP, LLC 1210.00%0.00%0.02%Q2 2014Q3 202339
Cetera Advisor Networks LLC 3020.00%0.04%0.14%Q1 2013Q3 202338
HighTower Advisors, LLC 3160.00%0.02%0.04%Q2 2014Q3 202338
Stratos Wealth Partners, LTD. 38380.01%0.06%0.26%Q2 2014Q3 202338
BNP PARIBAS FINANCIAL MARKETS 3410.00%0.00%0.00%Q2 2013Q3 202338
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202338
Hamilton Point Investment Advisors, LLC 37370.21%0.86%1.14%Q3 2014Q3 202337
BOKF, NA 2890.02%0.03%0.11%Q2 2014Q3 202337
Gradient Investments LLC 24120.00%0.00%0.00%Q3 2014Q3 202336
Kistler-Tiffany Companies, LLC 36360.00%0.00%0.00%Q3 2014Q2 202336
Financial Management Professionals, Inc. 36360.01%0.64%2.79%Q4 2014Q3 202336
Sigma Planning Corp 36360.04%0.06%0.12%Q4 2014Q3 202336
Muzinich & Co., Inc. 36362.17%6.30%24.63%Q4 2014Q3 202336
Segment Wealth Management, LLC 20160.08%0.26%1.06%Q1 2014Q3 202336
NORTHERN TRUST CORP 3050.00%0.00%0.01%Q2 2013Q3 202335
Raymond James Financial Services Advisors, Inc. 3410.00%0.01%0.06%Q2 2013Q3 202335
AllSquare Wealth Management LLC 25100.32%0.55%0.78%Q4 2014Q3 202335
JPMORGAN CHASE & CO 3210.00%0.00%0.00%Q2 2013Q3 202335
Burgundy Asset Management Ltd. 35350.44%0.63%0.84%Q1 2015Q3 202335
Baird Financial Group, Inc. 34340.00%0.01%0.03%Q2 2015Q3 202334
PEAK6 Investments LLC 1220.00%0.00%0.04%Q3 2018Q2 202333
WOLVERINE TRADING, LLC 910.00%0.00%0.01%Q2 2016Q2 202333
BANK OF MONTREAL /CAN/ 32320.00%0.01%0.02%Q2 2013Q1 202133
B. Riley Wealth Advisors, Inc. 3110.00%0.05%0.09%Q2 2014Q3 202333
Greenwich Investment Management, Inc. 2730.15%4.05%7.63%Q4 2013Q3 202333
USCA RIA LLC 33330.11%1.21%2.49%Q2 2013Q2 202133
Tower Research Capital LLC (TRC) 720.00%0.01%0.06%Q2 2013Q2 202333
Capital Investment Advisors, LLC 33330.02%0.08%0.10%Q4 2015Q4 202333
Barnett & Company, Inc. 33330.05%0.74%1.13%Q4 2013Q4 202133
DEUTSCHE BANK AG\ 2610.00%0.00%0.01%Q3 2013Q1 202332
BARCLAYS PLC 1110.00%0.00%0.00%Q2 2013Q1 202232
Cetera Advisors LLC 2390.01%0.12%0.55%Q2 2014Q3 202332
STATE OF WISCONSIN INVESTMENT BOARD 32320.00%0.02%0.03%Q2 2014Q1 202232
BlackRock Inc. 2710.00%0.00%0.00%Q2 2013Q3 202332
Sheaff Brock Investment Advisors, LLC 32320.03%0.08%0.14%Q4 2015Q3 202332
Advisory Services Network, LLC 2750.03%0.13%0.25%Q3 2015Q3 202332
Texas Yale Capital Corp. 32320.08%0.19%0.27%Q4 2015Q3 202332
Allworth Financial LP 32320.00%0.02%0.14%Q4 2015Q3 202332
SANDERS MORRIS HARRIS LLC 31310.01%6.17%23.38%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.01%0.03%0.06%Q1 2016Q3 202331
NISA INVESTMENT ADVISORS, LLC 31310.00%0.00%0.00%Q1 2016Q3 202331
MILLER HOWARD INVESTMENTS INC /NY 2220.02%0.13%0.34%Q4 2014Q3 202331
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 2920.00%0.00%0.01%Q2 2013Q1 202131
FARMERS & MERCHANTS INVESTMENTS INC 30300.00%0.00%0.00%Q2 2013Q3 202030
Advisors Asset Management, Inc. 1740.00%0.03%0.08%Q2 2013Q3 202329
GLENMEDE TRUST CO NA 2180.00%0.00%0.00%Q2 2013Q3 202029
BLAIR WILLIAM & CO/IL 2720.00%0.02%0.04%Q2 2013Q3 202329
WEBSTER BANK, N. A. 28280.00%0.00%0.00%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.00%0.15%0.29%Q4 2016Q3 202328
PEAK6 Group LLC 820.00%0.00%0.01%Q3 2013Q2 201828
Steward Partners Investment Advisory, LLC 28280.00%0.01%0.04%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.00%0.00%0.01%Q4 2016Q3 202328
Bank of New York Mellon Corp 2440.00%0.00%0.00%Q2 2013Q3 202328
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2710.00%0.00%0.00%Q2 2014Q3 202328
MML INVESTORS SERVICES, LLC 27270.00%0.01%0.03%Q1 2017Q3 202327
Regal Investment Advisors LLC 27270.01%0.10%0.22%Q2 2013Q4 201927
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.04%0.06%Q2 2013Q4 201927
D. E. Shaw & Co., Inc. 510.00%0.00%0.00%Q2 2013Q3 202327
FIFTH THIRD BANCORP 2610.00%0.00%0.00%Q4 2014Q3 202127
Global Retirement Partners, LLC 2070.01%0.03%0.10%Q4 2016Q3 202327
M&T BANK CORP 15110.01%0.04%0.10%Q1 2017Q3 202326
MACQUARIE GROUP LTD 26260.04%0.06%0.08%Q3 2013Q4 201926
GREAT WEST LIFE ASSURANCE CO /CAN/ 1640.00%0.00%0.01%Q4 2013Q3 202326
ENVESTNET ASSET MANAGEMENT INC 2110.00%0.00%0.01%Q4 2014Q3 202326
OneDigital Investment Advisors LLC 26260.01%0.03%0.09%Q2 2017Q3 202326
BB&T SECURITIES, LLC 26260.00%0.01%0.02%Q2 2013Q3 201926
Yorktown Management & Research Co Inc 13120.09%0.65%1.72%Q2 2014Q3 202025
Archford Capital Strategies, LLC 25250.05%0.42%0.65%Q4 2015Q4 202125
NEXT Financial Group, Inc 1340.00%0.02%0.09%Q3 2014Q4 202125
Financial Architects, Inc 1820.01%0.01%0.02%Q2 2013Q2 202025
Avalon Investment & Advisory 15100.00%0.01%0.02%Q2 2016Q1 202325
Founders Capital Management 1320.00%0.01%0.03%Q1 2017Q4 202324
Robeco Institutional Asset Management B.V. 24240.01%0.06%0.13%Q2 2013Q1 201924
Sound Income Strategies, LLC 24241.18%4.82%10.29%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.07%0.59%2.43%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
Shamrock Asset Management LLC 23230.02%0.05%0.11%Q1 2014Q3 201923
MILLENNIUM MANAGEMENT LLC 610.00%0.00%0.01%Q2 2014Q3 202323
CHILTON CAPITAL MANAGEMENT LLC 23230.03%0.07%0.18%Q1 2018Q3 202323
Edge Wealth Management LLC 22220.00%0.00%0.01%Q1 2015Q2 202022
First City Capital Management, Inc. 22220.01%0.28%0.38%Q2 2015Q3 202022
HUNTINGTON NATIONAL BANK 1820.00%0.00%0.09%Q1 2012Q3 202322
Kalos Management, Inc. 1930.10%0.27%0.63%Q4 2017Q2 202322
SIGNATUREFD, LLC 1420.00%0.00%0.01%Q2 2013Q3 202322
WHITENER CAPITAL MANAGEMENT, INC. 1480.10%0.16%0.26%Q1 2018Q3 202322
Sumitomo Mitsui DS Asset Management Company, Ltd 22220.02%0.05%0.11%Q4 2013Q1 201922
IFP Advisors, Inc 1470.00%0.02%0.04%Q4 2015Q3 202321
Sequent Asset Management, LLC 2010.12%0.78%1.07%Q2 2013Q4 201921
Trinity Legacy Partners, LLC 20200.00%3.01%6.18%Q4 2018Q3 202321
STABLEFORD CAPITAL II LLC 1380.10%0.21%0.39%Q4 2016Q4 202221
Heritage Wealth Advisors 21210.01%0.01%0.02%Q3 2018Q3 202321
MANUFACTURERS LIFE INSURANCE COMPANY, THE 21210.00%0.00%0.00%Q2 2013Q2 201821
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
DnB Asset Management AS 1920.01%0.02%0.04%Q1 2017Q4 202321
DELTA ASSET MANAGEMENT LLC/TN 1740.00%0.00%0.00%Q4 2017Q3 202321
CIBC WORLD MARKET INC. 21210.00%0.00%0.00%Q4 2014Q4 201921
HL FINANCIAL SERVICES LLC 21210.01%0.02%0.03%Q1 2014Q1 201921
PineBridge Investments, L.P. 21210.00%0.02%0.03%Q1 2014Q1 201921
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.00%0.03%0.07%Q4 2014Q3 201920
Prestige Wealth Management Group LLC 20200.01%0.01%0.02%Q4 2018Q3 202320
Patriot Financial Group Insurance Agency, LLC 1730.00%0.01%0.01%Q4 2016Q2 202220
Chicago Partners Investment Group LLC 20200.03%0.10%0.16%Q4 2014Q3 201920
WEDBUSH SECURITIES INC 1040.01%0.03%0.10%Q3 2014Q3 202320
CWM, LLC 1020.00%0.00%0.00%Q4 2016Q3 202320
FMR LLC 1730.00%0.00%0.00%Q3 2018Q3 202320
EAGLE GLOBAL ADVISORS LLC 1010.01%0.02%0.03%Q2 2015Q3 202320
Wambolt & Associates, LLC 20200.62%1.44%2.71%Q4 2018Q3 202320
Hudock, Inc. 1820.00%0.00%0.01%Q2 2016Q2 202220
American Portfolios Advisors 20200.00%0.01%0.02%Q4 2017Q3 202220
BENJAMIN EDWARDS INC 19190.04%0.27%0.61%Q1 2019Q3 202319
Texan Capital Management 19192.48%3.23%4.05%Q2 2013Q4 201719
TWO SIGMA INVESTMENTS, LP 910.00%0.01%0.05%Q3 2015Q3 202319
Advisors Capital Management, LLC 1540.10%0.15%0.26%Q2 2016Q3 202319
V Wealth Advisors LLC 1110.05%0.09%0.14%Q2 2017Q2 202319
RDA Financial Network 19190.12%0.19%0.23%Q1 2019Q3 202319
Avior Wealth Management, LLC 1810.01%0.01%0.02%Q3 2015Q3 202319
COMERICA BANK 1810.00%0.00%0.01%Q3 2018Q3 202319
STIFEL FINANCIAL CORP 1110.00%0.00%0.00%Q2 2017Q3 202318
Taylor Frigon Capital Management LLC 18180.39%0.59%0.91%Q2 2019Q3 202318
AE Wealth Management LLC 18180.00%0.01%0.02%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.02%0.03%Q2 2013Q3 201718
DEARBORN PARTNERS LLC 18180.01%0.05%0.06%Q2 2019Q3 202318
ACCURATE INVESTMENT SOLUTIONS, INC. 18180.04%2.78%3.57%Q4 2015Q1 202018
CULLEN/FROST BANKERS, INC. 1130.00%0.01%0.03%Q1 2018Q3 202318
Virtus ETF Advisers LLC 18180.09%0.24%0.54%Q2 2019Q3 202318
Belpointe Asset Management LLC 1610.02%0.05%0.11%Q3 2018Q3 202318
Friedberg Investment Management 18180.57%1.63%2.76%Q2 2013Q3 201718
Quantbot Technologies LP 410.00%0.02%0.08%Q1 2015Q3 202318
STEEL GROVE CAPITAL ADVISORS, LLC 620.03%0.06%0.14%Q1 2017Q3 202318
Rikoon Group, LLC 18180.26%0.44%0.64%Q4 2016Q1 202118
Truvestments Capital LLC 810.01%0.03%0.05%Q3 2018Q3 202318
MERCER GLOBAL ADVISORS INC /ADV 1440.00%0.00%0.01%Q1 2019Q3 202318
Verity Asset Management, Inc. 1340.18%0.30%0.47%Q4 2015Q1 202017
B. Riley Wealth Management, Inc. 810.00%0.40%0.96%Q1 2014Q2 202217
J.P. Morgan Private Wealth Advisors LLC 980.00%0.01%0.02%Q4 2017Q3 202317
CLEARBRIDGE, LLC 17170.16%0.19%0.27%Q2 2014Q2 201817
Homrich & Berg 17170.09%0.12%0.16%Q2 2013Q2 201717
BRASADA CAPITAL MANAGEMENT, LP 980.23%1.12%2.37%Q4 2017Q3 202317
HighTower Trust Company, N.A. 930.02%0.06%0.09%Q2 2016Q1 202317
Castle Rock Wealth Management, LLC 630.09%0.26%0.61%Q4 2017Q3 202317
TWO SIGMA ADVISERS, LP 1430.00%0.01%0.03%Q3 2016Q3 202317
D.B. Root & Company, LLC 17170.15%0.35%0.50%Q3 2019Q3 202317
AVANTAX ADVISORY SERVICES, INC. 17170.01%0.05%0.08%Q3 2019Q3 202317
CREDIT SUISSE AG/ 1210.00%0.00%0.00%Q1 2013Q4 202117
WHITTIER TRUST CO 1070.00%0.00%0.01%Q2 2016Q3 202317
IAG Wealth Partners, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Riverstone Advisors, LLC 1330.13%0.20%0.35%Q4 2018Q3 202316
UBS AG 660.00%0.01%0.02%Q2 2013Q3 201416
VICTORY CAPITAL MANAGEMENT INC 1420.00%0.00%0.00%Q2 2015Q4 202216
Icon Wealth Partners, LLC 930.04%0.07%0.13%Q1 2019Q3 202316
Aperio Group, LLC 1510.00%0.00%0.00%Q2 2015Q4 202016
FIRST MANHATTAN CO. LLC. 16160.00%0.00%0.00%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.02%0.03%0.04%Q4 2019Q3 202316
SII INVESTMENTS INC/WI 16160.01%0.03%0.04%Q4 2013Q3 201716
CALTON & ASSOCIATES, INC. 15150.04%0.10%0.15%Q4 2017Q2 202115
BlackRock Group LTD 15150.00%0.00%0.01%Q2 2013Q4 201615
Polar Capital LLP 15150.04%0.09%0.13%Q2 2014Q4 201715
Advisor Group, Inc. 15150.01%0.03%0.04%Q2 2016Q4 201915
Financial Gravity Asset Management, Inc. 610.00%0.00%0.03%Q1 2018Q2 202315
Lido Advisors, LLC 15150.02%0.04%0.09%Q2 2016Q4 201915
Lindbrook Capital, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
HHM Wealth Advisors, LLC 15150.00%0.01%0.01%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.02%0.02%Q1 2020Q3 202315
KELLEHER FINANCIAL ADVISORS 15152.02%2.26%2.60%Q2 2013Q4 201615
MSI Financial Services Inc 15150.02%0.05%0.15%Q2 2013Q4 201615
TRUIST FINANCIAL CORP 1410.00%0.00%0.00%Q4 2019Q3 202315
Evercore Wealth Management, LLC 710.00%0.01%0.01%Q3 2017Q3 202315
ClearBridge Investments 15150.00%0.00%0.01%Q3 2016Q1 202015
Sumitomo Mitsui Trust Holdings, Inc. 15150.01%0.01%0.01%Q1 2020Q3 202315
Cubist Systematic Strategies, LLC 410.00%0.02%0.06%Q3 2014Q3 202314
Employees Retirement System of Texas 14140.00%0.01%0.02%Q1 2014Q2 201714
FLPUTNAM INVESTMENT MANAGEMENT CO 1010.00%0.01%0.02%Q2 2019Q1 202314
PIN OAK INVESTMENT ADVISORS INC 14140.01%0.65%2.34%Q4 2017Q1 202114
Ellis Investment Partners, LLC 14140.02%0.04%0.04%Q2 2019Q3 202214
GROUP ONE TRADING, L.P. 310.00%0.00%0.02%Q2 2013Q2 202314
SIMPLEX TRADING, LLC 410.00%0.00%0.03%Q2 2015Q3 202214
MACKENZIE FINANCIAL CORP 1130.00%0.00%0.00%Q4 2016Q3 202314
A. D. Beadell Investment Counsel, Inc. 14140.16%0.38%0.51%Q1 2018Q2 202114
D.A. DAVIDSON & CO. 710.00%0.00%0.00%Q4 2013Q4 202114
Lowe Wealth Advisors, LLC 14140.01%0.01%0.02%Q3 2020Q4 202314
J.W. COLE ADVISORS, INC. 1310.02%0.04%0.13%Q4 2019Q3 202314
CENTRAL TRUST Co 860.00%0.00%0.00%Q2 2018Q2 202314
Mirae Asset Global Investments Co., Ltd. 630.00%0.00%0.00%Q3 2018Q2 202214
Arkadios Wealth Advisors 1220.11%0.15%0.26%Q4 2019Q3 202314
Americana Partners, LLC 1310.01%0.84%1.84%Q4 2019Q3 202314
AdvisorNet Financial, Inc 1120.00%0.00%0.00%Q3 2019Q3 202313
McGowan Group Asset Management, Inc. 13131.74%2.48%2.97%Q3 2017Q3 202013
Allianz Asset Management GmbH 940.00%0.00%0.01%Q2 2013Q4 202113
Spot Trading L.L.C 210.00%0.00%0.04%Q2 2014Q1 201713
Kestra Advisory Services, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
Frontier Wealth Management LLC 13130.06%0.11%0.16%Q4 2014Q4 201713
D'Orazio & Associates, Inc. 13130.00%0.00%0.00%Q1 2018Q1 202113
AlphaMark Advisors, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
JAG CAPITAL MANAGEMENT, LLC 13130.08%0.12%0.21%Q2 2019Q2 202213
EATON VANCE MANAGEMENT 13130.00%0.00%0.00%Q3 2019Q3 202213
Larson Financial Group LLC 760.00%0.07%0.19%Q4 2018Q3 202313
NAVELLIER & ASSOCIATES INC 630.02%0.04%0.08%Q3 2012Q3 201813
Squarepoint Ops LLC 610.00%0.00%0.01%Q1 2018Q3 202313
WINTON GROUP Ltd 1210.03%0.10%0.14%Q2 2020Q3 202313
Bridgeworth, LLC 13130.09%0.27%0.42%Q4 2016Q4 201913
Versant Capital Management, Inc 850.00%0.03%0.09%Q3 2017Q4 202313
PRIVATE TRUST CO NA 760.01%0.01%0.02%Q1 2013Q3 202313
SevenBridge Financial Group, LLC 13130.00%0.00%0.00%Q2 2016Q2 201913
Avion Wealth 1030.00%0.01%0.01%Q1 2020Q3 202313
SOA Wealth Advisors, LLC. 12120.02%0.04%0.04%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.00%0.01%0.03%Q4 2020Q3 202312
Walleye Trading LLC 220.00%0.00%0.00%Q1 2016Q4 201812
ICON ADVISERS INC/CO 1010.00%0.08%0.14%Q4 2013Q3 202212
CHILDRESS CAPITAL ADVISORS, LLC 12121.67%4.59%7.99%Q4 2020Q3 202312
TECTONIC ADVISORS LLC 12120.12%0.30%0.51%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
GSA CAPITAL PARTNERS LLP 610.01%0.03%0.08%Q4 2013Q1 201912
Transamerica Financial Advisors, Inc. 12120.00%0.00%0.04%Q2 2013Q1 201612
Regent Investment Management LLC 12120.08%0.11%0.14%Q1 2020Q4 202212
Partnervest Advisory Services LLC 12120.31%0.51%0.78%Q1 2016Q4 201812
Winslow, Evans & Crocker, Inc. 12120.00%0.04%0.11%Q3 2014Q2 201712
Valeo Financial Advisors, LLC 12120.00%0.01%0.02%Q3 2017Q2 202012
WFG Advisors, LP 810.00%0.05%0.16%Q2 2013Q2 201712
Certified Advisory Corp 1110.00%0.02%0.04%Q4 2017Q1 202112
Sandy Spring Bank 930.00%0.00%0.00%Q4 2015Q3 201912
Global X Management CO LLC 12120.00%0.00%0.01%Q3 2015Q2 201812
Joseph P. Lucia & Associates, LLC 750.00%0.13%0.22%Q2 2019Q2 202212
Tradition Wealth Management, LLC 12120.05%0.06%0.06%Q4 2020Q3 202312
First Horizon Advisors, Inc. 520.00%0.00%0.01%Q3 2013Q3 202311
Smithfield Trust Co 650.00%0.00%0.00%Q3 2019Q3 202311
UBS ASSET MANAGEMENT AMERICAS INC 11110.00%0.00%0.01%Q2 2013Q4 201511
Bogart Wealth, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
HOURGLASS CAPITAL, LLC 11110.81%1.29%1.76%Q1 2021Q3 202311
Freedom Investment Management, Inc. 650.01%0.02%0.03%Q3 2017Q3 202011
FinTrust Capital Advisors, LLC 11110.00%0.00%0.00%Q1 2020Q3 202211
DC Investments Management, LLC 11110.09%0.26%0.36%Q4 2017Q2 202011
LifePlan Financial Group, Inc 11110.01%0.01%0.02%Q1 2018Q3 202011
Baystate Wealth Management LLC 11110.00%0.00%0.00%Q4 2016Q2 201911
ALBION FINANCIAL GROUP /UT 1010.38%0.42%0.45%Q4 2020Q3 202311
VESTOR CAPITAL, LLC 11110.20%0.25%0.35%Q1 2021Q3 202311
Pinnacle Summer Investments, Inc. 11110.14%5.94%10.62%Q2 2013Q4 201511
Laurel Wealth Advisors LLC 730.00%0.00%0.01%Q4 2018Q2 202110
Mutual Advisors, LLC 10100.01%0.03%0.06%Q2 2021Q3 202310
SHELL ASSET MANAGEMENT CO 10100.02%0.03%0.04%Q2 2013Q3 201510
Rockefeller Capital Management L.P. 10100.00%0.00%0.00%Q3 2020Q4 202210
West Branch Capital LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Moisand Fitzgerald Tamayo, LLC 10100.00%0.00%0.00%Q1 2021Q2 202310
Winch Advisory Services, LLC 910.00%0.01%0.01%Q3 2020Q3 202310
Endurance Wealth Management, Inc. 10100.01%0.02%0.02%Q1 2021Q2 202310
SILVER CAPITAL MANAGEMENT LLC 910.30%2.96%4.53%Q1 2015Q1 201810
Realta Investment Advisors 10100.05%0.12%0.18%Q1 2019Q2 202110
CIBC Private Wealth Group, LLC 10100.00%0.01%0.01%Q3 2017Q4 201910
CREATIVE FINANCIAL DESIGNS INC /ADV 640.00%0.01%0.04%Q4 2016Q3 202310
CYPRESS ASSET MANAGEMENT INC/TX 10100.05%0.11%0.13%Q2 2014Q3 201610
Virtu Financial LLC 210.01%0.04%0.13%Q3 2017Q3 202210
Lake Point Wealth Management 520.00%0.00%0.01%Q4 2018Q2 202210
Sowell Financial Services LLC 710.00%0.02%0.04%Q3 2019Q3 202310
Monument Capital Management 10100.57%0.77%1.01%Q4 2017Q1 202010
MEEDER ASSET MANAGEMENT INC 10100.00%0.00%0.00%Q1 2020Q2 202210
Wealthspire Advisors, L.P. 10100.00%0.00%0.00%Q4 2015Q1 201810
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.01%Q1 2021Q3 202310
MYCIO WEALTH PARTNERS, LLC 10100.03%0.04%0.05%Q3 2017Q4 201910
Qube Research & Technologies Ltd 510.00%0.01%0.01%Q2 2020Q3 202310
Argent Trust Co 820.02%0.05%0.09%Q1 2021Q3 202310
Baker Avenue Asset Management, LP 990.02%0.06%0.11%Q3 2021Q3 20239
Archer Investment Corp 810.00%0.00%0.00%Q4 2019Q3 20239
Spire Wealth Management 630.00%0.00%0.00%Q1 2021Q3 20239
CNO Financial Group, Inc. 721.44%6.67%13.25%Q1 2018Q1 20219
Avidian Wealth Solutions, LLC 990.02%0.03%0.04%Q1 2021Q1 20239
Good Life Advisors, LLC 410.02%0.05%0.14%Q4 2016Q3 20239
FLAGSHIP HARBOR ADVISORS, LLC 720.00%0.00%0.00%Q2 2018Q3 20209
MAI Capital Management 990.01%0.01%0.01%Q3 2021Q3 20239
REILLY FINANCIAL ADVISORS, LLC 510.00%0.00%0.00%Q4 2013Q4 20219
SHELTON CAPITAL MANAGEMENT 630.01%0.02%0.02%Q2 2019Q3 20219
Voya Financial Advisors, Inc. 990.03%0.04%0.04%Q4 2015Q4 20179
BANK OF NOVA SCOTIA 990.01%0.03%0.04%Q4 2015Q4 20179
U.S. Capital Wealth Advisors, LLC 990.21%0.24%0.26%Q3 2021Q3 20239
Meridian Wealth Management, LLC 990.25%0.31%0.40%Q3 2021Q3 20239
Moser Wealth Advisors, LLC 720.01%0.01%0.01%Q2 2021Q3 20239
COLDSTREAM CAPITAL MANAGEMENT INC 990.05%0.08%0.13%Q4 2015Q4 20179
Skandinaviska Enskilda Banken AB (publ) 990.01%0.02%0.03%Q2 2019Q2 20219
Dynamic Technology Lab Private Ltd 210.03%0.11%0.37%Q1 2013Q1 20239
Ausdal Financial Partners, Inc. 410.04%0.07%0.09%Q4 2015Q4 20199
Paradiem, LLC 881.08%1.34%1.53%Q4 2021Q3 20238
IMA Wealth, Inc. 530.00%0.17%0.29%Q2 2014Q4 20188
Stelac Advisory Services LLC 530.03%0.07%0.11%Q2 2019Q2 20218
Washington Trust Advisors, Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 620.02%0.05%0.14%Q2 2018Q4 20218
SCHRODER INVESTMENT MANAGEMENT GROUP 420.00%0.00%0.02%Q2 2013Q1 20188
Carmel Capital Partners, LLC 880.13%0.21%0.28%Q4 2021Q3 20238
LOGAN CAPITAL MANAGEMENT INC 880.02%0.07%0.09%Q3 2013Q2 20158
EverSource Wealth Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
HOWE & RUSLING INC 610.00%0.00%0.00%Q2 2016Q4 20198
Strategic Blueprint, LLC 610.02%0.03%0.03%Q3 2019Q1 20238
CAPITAL FUND MANAGEMENT S.A. 710.00%0.01%0.01%Q2 2013Q3 20188
Schubert & Co 880.23%0.27%0.33%Q4 2021Q3 20238
Penserra Capital Management LLC 880.00%0.00%0.01%Q4 2015Q3 20178
Bickling Financial Services, Inc. 880.11%0.15%0.18%Q1 2021Q4 20228
BREWIN DOLPHIN LTD 880.00%0.00%0.00%Q3 2017Q2 20198
Legacy Capital Wealth Partners, LLC 710.35%0.52%0.91%Q3 2021Q3 20238
ROOSEVELT INVESTMENT GROUP LLC 880.02%0.02%0.02%Q4 2020Q3 20228
Covestor Ltd 880.00%0.00%0.00%Q4 2021Q3 20238
Virtu KCG Holdings LLC 310.00%0.01%0.03%Q3 2013Q2 20178
Prospera Financial Services Inc 710.00%0.02%0.06%Q3 2020Q3 20238
WealthPLAN Partners, LLC 510.00%0.06%0.11%Q2 2016Q4 20238
Goodman Financial Corp 882.62%2.68%2.71%Q2 2013Q1 20158
FIRST MERCANTILE TRUST CO 880.01%0.01%0.01%Q2 2013Q1 20158
REGIONS FINANCIAL CORP 620.00%0.00%0.02%Q2 2014Q1 20198
Sapphire Star Partners LP 530.27%0.50%0.73%Q4 2016Q4 20188
Aurora Private Wealth, Inc. 880.61%0.70%0.81%Q4 2019Q3 20218
Brookstone Capital Management 710.00%0.00%0.01%Q2 2015Q1 20238
RMR Wealth Builders 410.04%0.09%0.20%Q4 2019Q3 20238
GRIFFIN ASSET MANAGEMENT, INC. 440.04%0.09%0.13%Q3 2018Q1 20218
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
American Financial Network Advisory Services LLC 880.16%0.19%0.24%Q3 2017Q2 20198
KING INVESTMENT ADVISORS INC/TX 880.22%0.26%0.29%Q2 2013Q1 20158
Widmann Financial Services, Inc. 880.71%0.83%0.91%Q4 2021Q3 20238
Hillsdale Investment Management Inc. 710.00%0.02%0.14%Q4 2014Q4 20198
Atria Wealth Solutions, Inc. 770.02%0.03%0.05%Q1 2022Q3 20237
Tradewinds Capital Management, LLC 770.00%0.00%0.00%Q4 2013Q2 20157
Hexagon Capital Partners LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Newbridge Financial Services Group, Inc. 610.01%0.02%0.03%Q3 2020Q3 20237
BENJAMIN F. EDWARDS & COMPANY, INC. 770.00%0.00%0.00%Q2 2019Q4 20207
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Trellus Management Company, LLC 770.64%1.13%1.90%Q3 2013Q1 20157
LINCOLN NATIONAL CORP 770.01%0.01%0.01%Q1 2022Q3 20237
HSBC HOLDINGS PLC 520.00%0.00%0.00%Q1 2012Q1 20197
KEMPNER CAPITAL MANAGEMENT INC. 770.14%0.14%0.15%Q4 2016Q2 20187
Global Wealth Management Investment Advisory, Inc. 770.00%0.00%0.00%Q3 2019Q1 20217
Schonfeld Strategic Advisors LLC 310.00%0.01%0.02%Q1 2018Q3 20237
TUDOR INVESTMENT CORP ET AL 310.01%0.02%0.07%Q2 2017Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.01%0.03%Q2 2013Q4 20147
Trust Co 770.01%0.01%0.01%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
SIMON QUICK ADVISORS, LLC 610.01%0.08%0.12%Q1 2021Q3 20237
CLINTON GROUP INC 770.03%0.05%0.08%Q3 2015Q1 20177
Guild Investment Management, Inc. 771.62%2.45%4.57%Q2 2018Q4 20197
HAZLETT, BURT & WATSON, INC. 770.02%0.02%0.02%Q1 2022Q3 20237
Madden Advisory Services, Inc. 770.01%0.01%0.01%Q2 2013Q4 20147
SeaCrest Wealth Management, LLC 610.01%0.01%0.01%Q4 2017Q2 20227
SENTINEL TRUST CO LBA 770.07%0.18%0.49%Q1 2022Q3 20237
Geneva Advisors, LLC 770.01%0.02%0.04%Q4 2015Q2 20177
Nelson Capital Management, LLC 770.00%0.00%0.00%Q2 2017Q4 20187
JBF Capital, Inc. 770.04%0.08%0.10%Q4 2014Q2 20167
Mizuho Securities Co. Ltd. 610.00%0.00%0.00%Q4 2020Q3 20227
Opus Capital Group, LLC 610.06%0.33%0.51%Q1 2018Q4 20197
Global Financial Private Capital, Inc 770.01%0.01%0.02%Q3 2017Q1 20197
Hennion & Walsh Asset Management, Inc. 770.02%0.05%0.07%Q1 2021Q3 20227
WASHINGTON TRUST Co 510.00%0.00%0.00%Q2 2018Q3 20217
Old North State Trust, LLC 610.01%0.01%0.01%Q3 2018Q3 20207
DELPHI FINANCIAL GROUP, INC. 770.20%0.26%0.36%Q1 2020Q3 20217
SS&H Financial Advisors, Inc. 510.38%0.42%0.44%Q1 2022Q3 20236
NATIXIS 660.00%0.00%0.01%Q2 2022Q3 20236
Day & Ennis, LLC 410.07%0.08%0.10%Q4 2019Q3 20236
Westside Investment Management, Inc. 660.00%0.00%0.00%Q4 2016Q1 20186
Atlas Private Wealth Management, LLC 660.00%0.01%0.01%Q4 2019Q1 20216
Ascendant Capital Management, LLC 510.80%1.07%1.59%Q4 2020Q2 20226
ADELL HARRIMAN & CARPENTER INC 420.12%0.57%1.16%Q2 2014Q3 20236
CAHILL FINANCIAL ADVISORS INC 660.25%0.34%0.43%Q2 2022Q3 20236
Retirement Group, LLC 310.00%0.00%0.01%Q4 2019Q3 20236
Key FInancial Inc 660.00%0.00%0.00%Q2 2022Q3 20236
ExodusPoint Capital Management, LP 220.00%0.02%0.04%Q4 2018Q3 20236
MQS Management LLC 220.23%0.33%0.44%Q4 2021Q3 20236
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
BALYASNY ASSET MANAGEMENT L.P. 210.00%0.00%0.01%Q1 2018Q3 20236
NOMURA ASSET MANAGEMENT CO LTD 660.00%0.00%0.00%Q2 2022Q3 20236
Accurate Wealth Management, LLC 420.07%0.13%0.18%Q2 2021Q4 20226
Parallax Volatility Advisers, L.P. 210.00%0.00%0.00%Q1 2017Q4 20186
CHARTWELL INVESTMENT PARTNERS, LLC 660.05%0.06%0.07%Q2 2014Q3 20156
Midwest Wealth Management Inc. 661.01%1.14%1.21%Q4 2020Q1 20226
VSR Financial Services, Inc. 510.04%0.05%0.07%Q2 2013Q3 20156
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 310.00%0.01%0.02%Q3 2017Q1 20216
Mariner, LLC 510.00%0.00%0.00%Q2 2019Q3 20236
Circle Wealth Management, LLC 660.05%0.06%0.06%Q3 2021Q4 20226
SEGALL BRYANT & HAMILL, LLC 420.00%0.00%0.00%Q2 2021Q2 20236
Jump Financial, LLC 510.01%0.07%0.10%Q1 2022Q3 20236
BESSEMER GROUP INC 410.00%0.00%0.00%Q2 2014Q1 20226
TCW GROUP INC 660.00%0.00%0.00%Q1 2015Q2 20166
UNITED CAPITAL FINANCIAL ADVISORS, LLC 310.00%0.00%0.01%Q3 2015Q4 20196
Foundations Investment Advisors, LLC 420.01%0.05%0.10%Q4 2019Q3 20236
DARK FOREST CAPITAL MANAGEMENT LP 330.00%0.04%0.08%Q3 2021Q3 20236
Berman Capital Advisors, LLC 660.00%0.00%0.00%Q4 2018Q1 20206
Parkside Financial Bank & Trust 660.00%0.01%0.04%Q2 2018Q3 20196
Venturi Wealth Management, LLC 660.05%0.10%0.12%Q2 2022Q3 20236
Capital Investment Advisory Services, LLC 420.02%0.07%0.16%Q3 2017Q3 20236
STATE STREET CORP 660.00%0.00%0.00%Q2 2013Q3 20146
United Capital Management of KS, Inc. 660.13%0.14%0.15%Q4 2020Q1 20226
Eudaimonia Partners, LLC 660.02%0.02%0.03%Q4 2019Q1 20216
ProShare Advisors LLC 310.00%0.01%0.02%Q2 2013Q3 20236
RHUMBLINE ADVISERS 550.00%0.00%0.01%Q2 2013Q2 20145
Mondrian Investment Partners LTD 550.00%0.04%0.06%Q1 2021Q1 20225
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 550.01%0.01%0.01%Q1 2013Q1 20145
T. Rowe Price Investment Management, Inc. 550.01%0.02%0.02%Q3 2022Q3 20235
TEACHERS ADVISORS, LLC 550.00%0.00%0.01%Q2 2013Q2 20145
Kingsview Wealth Management, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
NORGES BANK 550.00%0.00%0.00%Q2 2014Q2 20155
WHITTIER TRUST CO OF NEVADA INC 550.00%0.00%0.00%Q4 2018Q4 20195
High Net Worth Advisory Group LLC 550.01%0.02%0.02%Q4 2021Q4 20225
MILES CAPITAL, INC. 550.52%0.69%0.81%Q1 2018Q1 20195
SEI INVESTMENTS CO 550.00%0.00%0.00%Q2 2017Q2 20185
PRELUDE CAPITAL MANAGEMENT, LLC 310.02%0.10%0.42%Q1 2015Q3 20235
Zullo Investment Group, Inc. 550.00%0.00%0.01%Q4 2021Q4 20225
Investors Capital Advisory Services 320.04%0.05%0.06%Q1 2015Q2 20165
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 550.14%0.14%0.15%Q3 2022Q3 20235
Aquatic Capital Management LLC 410.01%0.03%0.07%Q4 2021Q2 20235
EnTrustPermal Management LLC 550.88%1.05%1.24%Q3 2013Q3 20145
Virtus Investment Advisers, Inc. 550.08%0.13%0.14%Q3 2022Q3 20235
PDT Partners, LLC 310.02%0.05%0.07%Q2 2013Q1 20155
CAPTRUST FINANCIAL ADVISORS 550.00%0.00%0.00%Q3 2022Q3 20235
TIAA CREF INVESTMENT MANAGEMENT LLC 550.00%0.00%0.01%Q2 2013Q2 20145
Arete Wealth Advisors, LLC 550.02%0.04%0.09%Q3 2022Q3 20235
Wealthstar Advisors, LLC 550.09%0.16%0.21%Q1 2018Q1 20195
VICUS CAPITAL 550.03%0.05%0.09%Q2 2021Q2 20225
COMMERZBANK AKTIENGESELLSCHAFT /FI 550.00%0.00%0.00%Q2 2013Q2 20145
Squar Milner Financial Services LLC 550.01%0.01%0.01%Q2 2018Q2 20195
Balboa Wealth Partners 550.17%0.20%0.24%Q3 2022Q3 20235
TD Waterhouse Canada Inc. 320.00%0.00%0.00%Q4 2021Q3 20235
Bartlett & Co. LLC 320.00%0.00%0.01%Q2 2019Q4 20235
Gotham Asset Management, LLC 410.00%0.00%0.01%Q2 2017Q4 20225
Concert Wealth Management Inc. 550.04%0.11%0.31%Q2 2016Q2 20175
WOLVERINE ASSET MANAGEMENT LLC 210.00%0.00%0.00%Q3 2018Q4 20205
TIEDEMANN ADVISORS, LLC 550.02%0.02%0.02%Q3 2022Q3 20235
CreativeOne Wealth, LLC 320.01%0.01%0.02%Q1 2021Q3 20235
Clarus Wealth Advisors 550.04%0.04%0.06%Q2 2018Q2 20195
CFO4Life, L.P. 440.26%0.36%0.42%Q4 2014Q3 20154
METROPOLITAN LIFE INSURANCE CO/NY 440.01%0.01%0.01%Q2 2013Q1 20144
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 440.00%0.00%0.00%Q4 2022Q3 20234
TEACHER RETIREMENT SYSTEM OF TEXAS 440.00%0.00%0.00%Q2 2013Q1 20144
Capital Advisors, Ltd. LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Coppell Advisory Solutions LLC 440.05%0.07%0.08%Q4 2022Q3 20234
MACROVIEW INVESTMENT MANAGEMENT LLC 440.02%0.03%0.04%Q4 2022Q3 20234
PUTNAM INVESTMENTS LLC 310.00%0.00%0.01%Q1 2020Q3 20234
Cornerstone Wealth Management, LLC 220.02%0.03%0.04%Q2 2018Q4 20194
IFC Holdings Incorporated/FL 440.02%0.02%0.02%Q1 2017Q4 20174
Swiss National Bank 440.00%0.00%0.01%Q2 2013Q1 20144
Bard Financial Services, Inc. 440.02%0.02%0.02%Q2 2021Q1 20224
Tanglewood Legacy Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
ProVise Management Group, LLC 440.07%0.09%0.10%Q2 2013Q1 20144
Trexquant Investment LP 110.01%0.02%0.03%Q1 2018Q3 20234
VANGUARD GROUP INC 440.00%0.00%0.00%Q2 2013Q1 20144
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 440.02%0.02%0.02%Q2 2013Q1 20144
OAK HARBOR WEALTH PARTNERS, LLC 220.07%0.07%0.08%Q4 2021Q3 20234
First Allied Advisory Services, Inc. 210.01%0.02%0.02%Q3 2016Q3 20204
Johnson Financial Group, Inc. 440.00%0.00%0.00%Q2 2013Q1 20144
Atria Investments, Inc 440.02%0.02%0.03%Q2 2019Q1 20204
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 440.00%0.00%0.00%Q2 2013Q1 20144
PayPay Securities Corp 440.00%0.00%0.00%Q4 2022Q3 20234
Verition Fund Management LLC 310.01%0.01%0.01%Q1 2019Q3 20234
Atom Investors LP 210.03%0.21%0.59%Q1 2020Q3 20234
Invictus RG 220.02%0.28%0.65%Q4 2016Q4 20174
Perigon Wealth Management, LLC 440.02%0.02%0.02%Q3 2016Q2 20174
FIRST FINANCIAL CORP /IN/ 440.03%0.03%0.03%Q1 2019Q4 20194
BlackRock Fund Advisors 440.01%0.01%0.01%Q2 2013Q1 20144
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.01%Q1 2022Q4 20224
TRUST CO OF VERMONT 440.01%0.01%0.02%Q3 2019Q2 20204
Magnetar Financial LLC 210.01%0.02%0.02%Q1 2017Q3 20184
Argentus Capital Management, LLC 310.13%0.19%0.27%Q2 2013Q3 20164
MARSHALL WACE, LLP 110.00%0.00%0.01%Q2 2014Q2 20234
Register Financial Advisors LLC 440.06%0.07%0.08%Q4 2022Q3 20234
CenterStar Asset Management, LLC 110.00%0.03%0.09%Q3 2019Q2 20204
PRINCIPAL FINANCIAL GROUP INC 440.00%0.00%0.00%Q2 2013Q1 20144
EVERMAY WEALTH MANAGEMENT LLC 440.01%0.01%0.01%Q2 2021Q1 20224
Harfst & Associates, Inc. 220.02%0.02%0.03%Q3 2015Q2 20174
BLACKROCK ADVISORS LLC 440.00%0.00%0.00%Q2 2013Q1 20144
WESTWOOD HOLDINGS GROUP INC 440.00%0.00%0.00%Q1 2018Q4 20184
Pembroke Management, LTD 440.22%0.28%0.32%Q1 2019Q4 20194
Sanctuary Wealth Management, L.L.C. 210.00%0.00%0.00%Q1 2010Q3 20234
WOLFF WIESE MAGANA LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Weiss Multi-Strategy Advisers LLC 440.01%0.01%0.02%Q3 2013Q2 20144
GAM Holding AG 440.02%0.02%0.03%Q2 2018Q1 20194
Colonial Trust Advisors 440.01%0.01%0.01%Q4 2022Q3 20234
Carroll Financial Associates, Inc. 440.00%0.00%0.00%Q2 2019Q1 20204
Trek Financial, LLC 440.06%0.07%0.09%Q2 2019Q1 20204
Ameritas Investment Company, LLC 110.00%0.01%0.02%Q4 2018Q1 20214
CoreCap Advisors, LLC 310.00%0.04%0.08%Q4 2021Q4 20224
Sterling Investment Advisors, Ltd. 440.01%0.01%0.01%Q2 2020Q1 20214
ALLIANCEBERNSTEIN L.P. 440.00%0.00%0.00%Q2 2013Q1 20144
Assured Investment Management LLC 440.00%0.01%0.01%Q1 2018Q4 20184
VOYA INVESTMENT MANAGEMENT LLC 440.00%0.00%0.00%Q2 2013Q1 20144
Householder Group Estate & Retirement Specialist, LLC 310.01%0.01%0.03%Q3 2022Q3 20234
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 440.00%0.00%0.00%Q2 2013Q1 20144
Castleview Partners, LLC 440.00%0.01%0.01%Q3 2022Q2 20234
Ten Capital Wealth Advisors, LLC 440.01%0.01%0.02%Q4 2020Q3 20214
CHELSEA COUNSEL CO 440.05%0.14%0.18%Q4 2022Q3 20234
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 440.01%0.01%0.01%Q1 2018Q4 20184
BlackRock Institutional Trust Company, N.A. 440.00%0.00%0.00%Q2 2013Q1 20144
TSFG, LLC 440.00%0.01%0.01%Q3 2019Q2 20204
BlackRock Investment Management, LLC 440.01%0.01%0.01%Q2 2013Q1 20144
Ativo Capital Management LLC 440.16%0.17%0.19%Q2 2013Q1 20144
OLIVER LAGORE VANVALIN INVESTMENT GROUP 440.00%0.00%0.00%Q3 2022Q2 20234
ARMSTRONG ADVISORY GROUP, INC 440.03%0.03%0.03%Q4 2022Q3 20234
Colonial Trust Co / SC 440.00%0.01%0.02%Q4 2022Q3 20234
BAIRD ROBERT W & CO INC /WI/ 440.01%0.01%0.02%Q2 2014Q1 20154
GEODE CAPITAL MANAGEMENT, LLC 440.00%0.00%0.00%Q2 2013Q1 20144
Nationwide Fund Advisors 440.00%0.00%0.01%Q2 2013Q1 20144
Wakefield Asset Management LLLP 440.32%0.34%0.37%Q4 2022Q3 20234
QUADRANT CAPITAL GROUP LLC 440.00%0.00%0.01%Q1 2019Q4 20194
Demars Financial Group, LLC 440.14%0.16%0.17%Q3 2021Q2 20224
FNY Investment Advisers, LLC 210.02%0.03%0.08%Q4 2020Q4 20224
SJS Investment Consulting Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
HB Wealth Management, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Vectors Research Management, LLC 310.00%0.01%0.02%Q3 2019Q2 20214
COWEN INC. 330.07%0.09%0.12%Q3 2015Q1 20163
Atlas Private Wealth Advisors 210.01%0.02%0.03%Q2 2020Q3 20213
RIVER GLOBAL INVESTORS LLP 330.03%0.04%0.06%Q4 2015Q2 20163
COUNTRY TRUST BANK 210.00%0.00%0.00%Q3 2019Q1 20213
MGO ONE SEVEN LLC 210.00%0.00%0.00%Q4 2017Q4 20183
PATTON ALBERTSON MILLER GROUP, LLC 330.07%0.07%0.07%Q2 2019Q4 20193
Capstone Financial Group, Inc. 330.04%0.05%0.07%Q4 2019Q2 20203
Meridian Wealth Advisors, LLC 330.09%0.09%0.10%Q4 2021Q2 20223
Cerebellum GP, LLC 330.00%0.01%0.01%Q2 2018Q4 20183
Equitable Holdings, Inc. 330.01%0.01%0.01%Q1 2020Q3 20203
ACADIAN ASSET MANAGEMENT LLC 210.00%0.00%0.00%Q1 2018Q2 20203
Strategic Financial Concepts, LLC 330.11%0.11%0.12%Q1 2023Q3 20233
EP Wealth Advisors, LLC 210.01%0.05%0.11%Q1 2017Q3 20193
Golden Green, Inc. 331.77%1.82%1.91%Q1 2023Q3 20233
Pine River Capital Management L.P. 210.01%0.02%0.02%Q1 2016Q4 20163
FOX RUN MANAGEMENT, L.L.C. 210.11%0.14%0.17%Q3 2022Q3 20233
Mid-American Wealth Advisory Group, Inc. 211.26%1.60%1.95%Q4 2021Q2 20233
HRT FINANCIAL LP 210.00%0.02%0.04%Q3 2022Q3 20233
WealthPlan Investment Management, LLC 330.00%0.04%0.07%Q3 2022Q1 20233
OFI Advisors LLC 330.00%0.00%0.00%Q4 2011Q2 20123
Capital Impact Advisors, LLC 330.00%0.20%0.59%Q1 2018Q3 20183
FJ Capital Management LLC 330.07%0.09%0.09%Q4 2022Q2 20233
Plante Moran Financial Advisors, LLC 210.01%0.01%0.01%Q1 2014Q3 20203
Cypress Capital Management LLC (WY) 330.03%0.44%1.25%Q4 2021Q2 20223
NumerixS Investment Technologies Inc 110.01%0.02%0.05%Q3 2017Q1 20203
FourThought Financial, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
WEALTHSOURCE PARTNERS, LLC 330.03%0.03%0.04%Q2 2019Q4 20193
AQR Capital Management 210.00%0.01%0.02%Q4 2012Q3 20133
Pictet North America Advisors SA 330.08%0.09%0.10%Q2 2022Q4 20223
Farther Finance Advisors, LLC 210.00%0.00%0.01%Q4 2022Q3 20233
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 330.83%0.92%1.03%Q1 2018Q3 20183
Stephens Consulting, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Core Wealth Partners LLC 330.20%0.20%0.21%Q1 2023Q3 20233
Geier Asset Management, Inc. 330.39%0.40%0.42%Q4 2020Q2 20213
Aptus Capital Advisors, LLC 330.09%0.10%0.12%Q4 2018Q2 20193
MUFG Americas Holdings Corp 330.01%0.01%0.01%Q1 2021Q3 20213
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Adaptive Financial Consulting, LLC 210.12%0.35%0.62%Q4 2019Q4 20213
DESCHAINE & COMPANY, LLC 331.44%1.59%1.73%Q4 2014Q2 20153
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 330.02%0.02%0.03%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.01%0.02%0.02%Q4 2022Q2 20233
Financial Gravity Companies, Inc. 210.00%0.00%0.00%Q4 2017Q4 20183
Kovack Advisors, Inc. 330.10%0.20%0.26%Q2 2017Q4 20173
BIVIN & ASSOCIATES, INC. 330.00%0.00%0.00%Q4 2021Q2 20223
Congress Wealth Management LLC / DE / 330.01%0.01%0.01%Q1 2023Q3 20233
Acorn Wealth Advisors, LLC 330.02%0.02%0.02%Q4 2017Q2 20183
MASON STREET ADVISORS, LLC 330.01%0.01%0.01%Q2 2014Q4 20143
BANQUE PICTET & CIE SA 330.01%0.01%0.01%Q2 2022Q4 20223
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
AIGEN INVESTMENT MANAGEMENT, LP 210.05%0.07%0.09%Q1 2020Q1 20213
Steinberg Global Asset Management 330.05%0.10%0.13%Q2 2014Q4 20143
Antonetti Capital Management LLC 330.02%0.03%0.04%Q4 2022Q2 20233
Quadrature Capital Ltd 110.01%0.03%0.06%Q3 2019Q4 20213
ALPHASIMPLEX GROUP, LLC 330.44%0.46%0.48%Q1 2019Q3 20193
Detwiler Fenton Investment Management LLC 330.39%0.44%0.50%Q3 2012Q1 20133
Halpern Financial, Inc. 210.00%0.01%0.01%Q3 2021Q3 20233
DUALITY ADVISERS, LP 210.05%0.08%0.11%Q2 2021Q1 20223
Fiera Capital Corp 330.01%0.01%0.02%Q2 2013Q4 20133
Midwest Professional Planners, LTD. 330.01%0.01%0.01%Q4 2017Q2 20183
JFS WEALTH ADVISORS, LLC 330.00%0.00%0.00%Q3 2017Q1 20183
Sunbelt Securities, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
tru Independence LLC 330.01%0.01%0.01%Q4 2019Q2 20203
Radcliffe Capital Management, L.P. 330.04%0.10%0.15%Q1 2020Q3 20203
BUCKINGHAM STRATEGIC WEALTH, LLC 210.02%0.02%0.03%Q1 2019Q4 20193
Paloma Partners Management Co 110.00%0.08%0.23%Q2 2014Q3 20183
CX Institutional 330.00%0.02%0.04%Q2 2018Q4 20183
Taylor Hoffman Wealth Management 210.01%0.01%0.02%Q3 2019Q2 20203
Advocacy Wealth Management Services, LLC 330.01%0.02%0.02%Q4 2015Q2 20163
Total Clarity Wealth Management, Inc. 210.03%0.11%0.25%Q4 2019Q4 20213
OXFORD ASSET MANAGEMENT LLP 220.02%0.04%0.06%Q2 2018Q3 20182
Fortis Advisors, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
SUNTRUST BANKS INC 220.01%0.01%0.01%Q2 2014Q3 20142
Gyon Technologies Capital Management, LP 110.10%1.06%2.01%Q1 2020Q3 20222
Bellwether Investment Group, LLC 220.00%0.01%0.01%Q4 2016Q1 20172
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
ASSETMARK, INC 110.00%0.00%0.00%Q4 2021Q1 20232
LORD, ABBETT & CO. LLC 220.03%0.03%0.04%Q2 2019Q3 20192
BOOTHBAY FUND MANAGEMENT, LLC 220.01%0.02%0.02%Q2 2022Q3 20222
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q3 2018Q1 20192
WEALTH ADVISORS, INC. 220.13%0.14%0.14%Q2 2023Q3 20232
Kula Investments, LLC 220.10%0.12%0.15%Q4 2022Q1 20232
Cresset Asset Management, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
Anfield Capital Management, LLC 220.62%1.06%1.51%Q4 2019Q1 20202
LMR Partners LLP 220.02%0.16%0.30%Q2 2014Q3 20142
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2014Q4 20142
JNBA Financial Advisors 110.00%0.00%0.00%Q1 2020Q3 20212
HighPoint Advisor Group LLC 110.02%0.02%0.02%Q3 2021Q2 20222
PEAK FINANCIAL ADVISORS LLC 220.17%0.22%0.28%Q4 2021Q1 20222
Elevated Capital Advisors, LLC 111.36%1.59%1.82%Q1 2019Q4 20192
Princeton Global Asset Management LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Oak Point Wealth Management 220.01%0.01%0.01%Q4 2017Q1 20182
Blueshift Asset Management, LLC 220.03%0.06%0.09%Q4 2018Q1 20192
CapWealth Advisors, LLC 220.00%0.00%0.00%Q2 2013Q3 20132
Y-Intercept (Hong Kong) Ltd 110.02%0.03%0.03%Q3 2022Q2 20232
ALPS ADVISORS INC 220.00%0.00%0.01%Q3 2013Q4 20132
Icon Wealth Advisors, LLC 220.04%0.04%0.04%Q3 2022Q4 20222
Point72 Asset Management, L.P. 110.00%0.00%0.00%Q1 2018Q4 20182
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
ENTERPRISE FINANCIAL SERVICES CORP 220.01%0.01%0.01%Q1 2015Q2 20152
McAdam, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Marshall Wace North America L.P. 110.00%0.00%0.00%Q2 2018Q1 20192
Hexavest Inc. 220.00%0.00%0.00%Q1 2014Q2 20142
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q3 20232
Poehling Capital Management, INC. 220.04%0.04%0.04%Q1 2018Q2 20182
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Wilks Brothers, LLC 220.10%0.11%0.12%Q2 2018Q3 20182
J.P. Turner & Co Capital Mnagement, LLC 220.22%0.24%0.27%Q2 2015Q3 20152
Golden State Equity Partners 220.09%0.09%0.09%Q2 2023Q3 20232
CAZ INVESTMENTS LP 220.49%0.56%0.63%Q4 2014Q1 20152
Cerity Partners LLC 110.00%0.00%0.01%Q3 2021Q1 20232
Jefferies Group LLC 110.00%0.00%0.01%Q2 2014Q1 20162
Bruderman Asset Management, LLC 110.00%0.00%0.01%Q2 2015Q4 20182
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
SPOT TRADING L.L.C. 110.00%0.01%0.01%Q2 2017Q2 20172
STRS OHIO 220.00%0.00%0.00%Q2 2013Q3 20132
Krilogy Financial LLC 220.00%0.00%0.00%Q4 2016Q1 20172
Alpha DNA Investment Management LLC 220.31%0.34%0.38%Q4 2022Q1 20232
SeaBridge Investment Advisors LLC 220.01%0.01%0.01%Q1 2017Q2 20172
Gemmer Asset Management LLC 220.00%0.00%0.00%Q3 2019Q4 20192
State of New Jersey Common Pension Fund D 220.01%0.05%0.08%Q2 2016Q3 20162
AXS Investments LLC 220.02%0.04%0.05%Q2 2023Q3 20232
Private Capital Group, LLC 110.02%0.02%0.02%Q1 2019Q3 20192
Bridgefront Capital, LLC 110.14%0.16%0.17%Q4 2022Q2 20232
Coppell Advisory Solutions Corp. 220.07%0.07%0.08%Q4 2022Q1 20232
Oxbow Advisors, LLC 220.06%0.07%0.08%Q2 2015Q3 20152
Prime Capital Investment Advisors, LLC 110.00%0.01%0.02%Q4 2017Q1 20202
DRIEHAUS CAPITAL MANAGEMENT LLC 110.02%0.02%0.03%Q2 2019Q4 20192
Impact Partnership Wealth, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Wealth Quarterback LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Windsor Capital Management, LLC 110.01%0.02%0.04%Q4 2013Q3 20152
Ionic Capital Management LLC 220.11%0.11%0.12%Q1 2018Q2 20182
C M BIDWELL & ASSOCIATES LTD 110.00%0.07%0.13%Q3 2020Q3 20232
Alera Investment Advisors, LLC 220.00%0.00%0.01%Q4 2018Q1 20192
SG Americas Securities, LLC 110.00%0.00%0.00%Q3 2013Q3 20232
PFG Investments, LLC 220.05%0.05%0.05%Q1 2023Q2 20232
CONTINENTAL ADVISORS LLC 220.55%0.62%0.70%Q4 2015Q1 20162
Trilogy Capital Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
Hanson & Doremus Investment Management 220.00%0.00%0.00%Q3 2021Q4 20212
RUSSELL FRANK CO/ 220.00%0.00%0.00%Q2 2013Q3 20132
MANCHESTER FINANCIAL INC 220.02%0.02%0.02%Q4 2020Q1 20212
BROWN BROTHERS HARRIMAN & CO 220.00%0.00%0.00%Q3 2019Q4 20192
Covenant Multifamily Offices, LLC 220.08%0.08%0.08%Q2 2021Q3 20212
BEAM WEALTH ADVISORS, INC. 110.22%0.23%0.24%Q4 2019Q2 20202
Baltimore-Washington Financial Advisors Inc. 220.00%0.00%0.00%Q2 2013Q3 20132
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q3 2018Q1 20212
Herold Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q1 20222
Quantamental Technologies LLC 220.03%0.08%0.14%Q4 2018Q1 20192
Colonial River Wealth Management, LLC 220.13%0.13%0.13%Q2 2023Q3 20232
Parisi Gray Wealth Management 220.00%0.00%0.00%Q4 2018Q1 20192
Ironwood Investment Counsel, LLC 220.09%0.10%0.10%Q4 2016Q1 20172
NORDEA INVESTMENT MANAGEMENT AB 220.00%0.00%0.00%Q4 2018Q1 20192
MONETA GROUP INVESTMENT ADVISORS LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q2 2022Q3 20232
Jane Street Holding, LLC 220.01%0.01%0.01%Q3 2013Q4 20132
SCOGGIN MANAGEMENT LP 111.01%1.01%1.01%Q2 2023Q2 20231
Capital Square, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q4 2021Q4 20211
CITY HOLDING CO 110.00%0.00%0.00%Q4 2020Q4 20201
Connor, Clark & Lunn Investment Management Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.01%0.01%0.01%Q4 2017Q4 20171
HAP Trading, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Biltmore Capital Advisors LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Glass Jacobson Investment Advisors llc 110.01%0.01%0.01%Q4 2022Q4 20221
Financial Security Advisor, Inc. 110.18%0.18%0.18%Q3 2023Q3 20231
Proficio Capital Partners LLC 110.05%0.05%0.05%Q1 2016Q1 20161
COMERICA SECURITIES,INC. 110.01%0.01%0.01%Q4 2022Q4 20221
Financial Advisors Network, Inc. 110.05%0.05%0.05%Q3 2023Q3 20231
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
DigitalBridge Group, Inc. 110.20%0.20%0.20%Q3 2021Q3 20211
Farmers & Merchants Trust Co of Chambersburg PA 110.05%0.05%0.05%Q3 2022Q3 20221
Quarry LP 110.00%0.00%0.00%Q4 2022Q4 20221
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
IBERIABANK CORP 110.12%0.12%0.12%Q1 2015Q1 20151
CASTLE WEALTH MANAGEMENT LLC 110.02%0.02%0.02%Q3 2022Q3 20221
COLONY GROUP LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Clearstead Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Mach-1 Financial Group, LLC 110.18%0.18%0.18%Q4 2022Q4 20221
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Teamwork Financial Advisors, LLC 110.27%0.27%0.27%Q4 2019Q4 20191
Omnia Family Wealth, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
OPPENHEIMER & CO INC 110.01%0.01%0.01%Q1 2021Q1 20211
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q3 2017Q3 20171
FRONTIER INVESTMENT MGMT CO 110.01%0.01%0.01%Q4 2019Q4 20191
Alpha Omega Wealth Management LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Crescent Capital Consulting, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
SAGE PRIVATE WEALTH GROUP, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Piermont Capital Management Inc. 110.96%0.96%0.96%Q1 2014Q1 20141
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
GFS Advisors, LLC 111.23%1.23%1.23%Q1 2016Q1 20161
XTX Topco Ltd 110.08%0.08%0.08%Q2 2023Q2 20231
Questar Asset Management, Inc. 110.86%0.86%0.86%Q4 2018Q4 20181
Bank Julius Baer & Co. Ltd, Zurich 110.00%0.00%0.00%Q1 2023Q1 20231
Wealth Enhancement & Preservation of GA, LLC 110.34%0.34%0.34%Q4 2019Q4 20191
Irish Life Investment Managers Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
King Wealth Management Group 110.07%0.07%0.07%Q4 2017Q4 20171
EMERALD MUTUAL FUND ADVISERS TRUST 110.04%0.04%0.04%Q1 2023Q1 20231
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Burt Wealth Advisors 110.00%0.00%0.00%Q4 2016Q4 20161
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q1 2020Q1 20201
First Houston Capital, Inc. 110.23%0.23%0.23%Q1 2014Q1 20141
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Russell Investments Group, Ltd. 110.00%0.00%0.00%Q4 2017Q4 20171
SIENA CAPITAL LLC 110.00%0.00%0.00%Q1 2022Q1 20221
HANCOCK WHITNEY CORP 110.05%0.05%0.05%Q2 2013Q2 20131
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Fortis Capital Advisors, LLC 110.50%0.50%0.50%Q3 2023Q3 20231
Glovista Investments LLC 110.16%0.16%0.16%Q1 2019Q1 20191
Inspire Investing, LLC 110.05%0.05%0.05%Q4 2017Q4 20171
PSI Advisors, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Baltimore-Washington Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
Athanor Capital, LP 110.01%0.01%0.01%Q1 2021Q1 20211
CenterStar Fund, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
LS Investment Advisors, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Jacobi Capital Management LLC 110.00%0.00%0.00%Q3 2021Q3 20211
CHARTWELL INVESTMENT PARTNERS/PA 110.01%0.01%0.01%Q4 2013Q4 20131
People's United Financial, Inc. 110.00%0.00%0.00%Q2 2015Q2 20151
Sterling Capital Management LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Anchor Investment Management, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
PANAGORA ASSET MANAGEMENT INC 110.00%0.00%0.00%Q4 2013Q4 20131
Zions Bancorporation 110.04%0.04%0.04%Q1 2016Q1 20161
McElhenny Sheffield Capital Management, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Evanson Asset Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
WESTPAC BANKING CORP 110.02%0.02%0.02%Q2 2013Q2 20131
Core Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
AXA S.A. 110.00%0.00%0.00%Q1 2022Q1 20221
Citizens National Bank Trust Department 110.00%0.00%0.00%Q2 2022Q2 20221
Redhawk Wealth Advisors, Inc. 110.03%0.03%0.03%Q2 2019Q2 20191
Elite Wealth Management, Inc. 111.14%1.14%1.14%Q2 2013Q2 20131
MAGNOLIA CAPITAL MANAGEMENT LTD 110.51%0.51%0.51%Q4 2019Q4 20191
Glassman Wealth Services 110.02%0.02%0.02%Q4 2015Q4 20151
Vident Investment Advisory, LLC 110.16%0.16%0.16%Q4 2014Q4 20141
ATLAS CAPITAL ADVISORS LLC 110.00%0.00%0.00%Q3 2022Q3 20221
KWMG, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Lee Financial Co 110.00%0.00%0.00%Q4 2016Q4 20161
WealthStone, Inc. 110.01%0.01%0.01%Q2 2019Q2 20191
OGOREK ANTHONY JOSEPH /NY/ /ADV 110.02%0.02%0.02%Q4 2020Q4 20201
RWA WEALTH PARTNERS, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 110.06%0.06%0.06%Q2 2014Q2 20141
SMH CAPITAL ADVISORS INC 111.72%1.72%1.72%Q3 2023Q3 20231
GraniteShares Advisors LLC 110.52%0.52%0.52%Q4 2022Q4 20221
BlueCrest Capital Management LLP 110.14%0.14%0.14%Q2 2014Q2 20141
BluePath Capital Management, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Ancora Advisors LLC 110.01%0.01%0.01%Q4 2016Q4 20161
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
SAC Capital Advisors LP 110.00%0.00%0.00%Q1 2014Q1 20141
OUTFITTER FINANCIAL LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Manchester Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Quantitative Systematic Strategies LLC 110.08%0.08%0.08%Q4 2015Q4 20151
DB Wealth Management Group, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Engineers Gate Manager LP 110.05%0.05%0.05%Q2 2015Q2 20151
Alpine Global Management, LLC 110.22%0.22%0.22%Q2 2014Q2 20141
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.03%0.03%0.03%Q2 2018Q2 20181
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
Prostatis Group LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Orion Capital Management LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Merit Financial Group, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
TIAA CREF TRUST CO FSB/MO 110.00%0.00%0.00%Q2 2015Q2 20151
Cascadia Advisory Services, LLC 110.12%0.12%0.12%Q4 2019Q4 20191
Coastal Bridge Advisors, LLC 110.08%0.08%0.08%Q2 2020Q2 20201
Airain ltd 110.03%0.03%0.03%Q2 2014Q2 20141
Lebenthal Holdings,LLC 110.06%0.06%0.06%Q2 2015Q2 20151
Alpha Cubed Investments, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Soros Fund Management 110.00%0.00%0.00%Q2 2014Q2 20141
Acrospire Investment Management LLC 110.01%0.01%0.01%Q4 2016Q4 20161
BlueCrest Capital Management Ltd 110.02%0.02%0.02%Q1 2018Q1 20181
MRA Associates USA LLC 110.02%0.02%0.02%Q2 2019Q2 20191
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
WEST PACES ADVISORS INC. 110.08%0.08%0.08%Q4 2017Q4 20171
Crosspoint Capital Strategies, LLC 110.12%0.12%0.12%Q4 2015Q4 20151
Strid Group, LLC 110.08%0.08%0.08%Q4 2017Q4 20171
B&D White Capital Company, LLC 110.27%0.27%0.27%Q1 2022Q1 20221
WESPAC Advisors, LLC 110.78%0.78%0.78%Q1 2016Q1 20161
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Private Ocean, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
NATIONAL PLANNING CORP 110.01%0.01%0.01%Q4 2014Q4 20141
Index Management Solutions, LLC 110.04%0.04%0.04%Q3 2014Q3 20141
ARES MANAGEMENT LLC 110.12%0.12%0.12%Q1 2020Q1 20201
WFA of San Diego, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.02%0.02%0.02%Q2 2019Q2 20191
CAXTON ASSOCIATES LP 110.13%0.13%0.13%Q1 2020Q1 20201
Seawolf Capital, LLC 110.08%0.08%0.08%Q4 2015Q4 20151
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
TITLEIST CAPITAL, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
Claro Advisors LLC 110.08%0.08%0.08%Q4 2018Q4 20181
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Integrated Wealth Management 110.00%0.00%0.00%Q1 2016Q1 20161
Pearl River Capital, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Simplicity Solutions, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Reby Advisors, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q1 2023Q1 20231
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
ONTARIO TEACHERS PENSION PLAN BOARD 110.00%0.00%0.00%Q4 2014Q4 20141
Uncommon Cents Investing LLC 110.11%0.11%0.11%Q3 2023Q3 20231
DecisionPoint Financial, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Kaizen Advisory, LLC 110.78%0.78%0.78%Q4 2017Q4 20171
CUE ADVISORY SERVICES, INC. 110.41%0.41%0.41%Q3 2018Q3 20181
Disciplined Investments, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
CAROLINAS WEALTH CONSULTING LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Catalyst Capital Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Ninety One UK Ltd 110.02%0.02%0.02%Q4 2018Q4 20181
ZACKS INVESTMENT MANAGEMENT 110.01%0.01%0.01%Q1 2014Q1 20141
Key Client Fiduciary Advisors, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
Ridgewood Investments LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Farmer Steven Patrick 110.08%0.08%0.08%Q2 2022Q2 20221
Cassia Capital Partners, LLC 111.12%1.12%1.12%Q3 2021Q3 20211
Highlander Capital Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Lehman Financial Resources, Inc. 110.01%0.01%0.01%Q1 2013Q1 20131
CHIRON CAPITAL MANAGEMENT, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
PCA Investment Advisory Services Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
External links

This page lists all the filers that currently own MAIN STREET CAPITAL CORP or have owned MAIN STREET CAPITAL CORP in the past.