Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 70 |
Citadel Advisors | 20 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 54 |
BARCLAYS PLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 51 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
FOUNDATION RESOURCE MANAGEMENT INC | 42 | 42 | 0.60% | 1.70% | 2.88% | Q2 2013 | Q3 2023 | 42 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 42 | 42 | 0.02% | 0.09% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Capital Investment Advisors, LLC | 41 | 41 | 0.00% | 0.07% | 0.40% | Q4 2013 | Q4 2023 | 41 |
PNC FINANCIAL SERVICES GROUP, INC. | 38 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
US BANCORP \DE\ | 26 | 13 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 39 |
Fruth Investment Management | 37 | 37 | 0.02% | 0.08% | 0.19% | Q3 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Creative Planning | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
Cutler Group LLC / CA | 9 | 6 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q1 2023 | 32 |
BANK OF MONTREAL /CAN/ | 32 | 32 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 32 |
JPMORGAN CHASE & CO | 18 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
TWO SIGMA ADVISERS, LP | 29 | 29 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2020 | 29 |
Mraz, Amerine & Associates, Inc. | 28 | 28 | 0.07% | 0.20% | 0.34% | Q2 2013 | Q1 2020 | 28 |
GLENMEDE TRUST CO NA | 21 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 28 |
Sandy Spring Bank | 26 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
SIMPLEX TRADING, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 27 |
PRICE MICHAEL F | 26 | 26 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q1 2022 | 26 |
GROUP ONE TRADING, L.P. | 9 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 26 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q4 2021 | 26 |
Capital Analysts, LLC | 25 | 25 | 0.00% | 0.05% | 0.21% | Q3 2017 | Q3 2023 | 25 |
DEUTSCHE BANK AG\ | 17 | 8 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2019 | 25 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 24 |
Prospera Financial Services Inc | 24 | 24 | 0.03% | 0.10% | 0.33% | Q2 2013 | Q1 2019 | 24 |
Carroll Financial Associates, Inc. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2021 | 24 |
RAYMOND JAMES & ASSOCIATES | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 23 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 23 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2019 | 22 |
BLAIR WILLIAM & CO/IL | 21 | 21 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CAPTRUST FINANCIAL ADVISORS | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
LPL Financial LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 21 |
CULLEN/FROST BANKERS, INC. | 19 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 21 |
IFP Advisors, Inc | 14 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 21 |
CATAWBA CAPITAL MANAGEMENT /VA | 21 | 21 | 0.03% | 0.07% | 0.16% | Q2 2013 | Q2 2018 | 21 |
ROYCE & ASSOCIATES LP | 20 | 20 | 0.02% | 0.05% | 0.06% | Q4 2014 | Q3 2019 | 20 |
STATE STREET CORP | 16 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2022 | 20 |
LUCAS CAPITAL MANAGEMENT | 20 | 20 | 0.09% | 1.29% | 3.14% | Q1 2013 | Q4 2017 | 20 |
TWO SIGMA INVESTMENTS, LP | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 20 |
Renaissance Technologies | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 20 |
MILLENNIUM MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 20 |
Diligent Investors, LLC | 20 | 20 | 0.02% | 0.09% | 0.23% | Q4 2014 | Q3 2019 | 20 |
FMR LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2021 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.03% | 0.52% | 2.14% | Q1 2019 | Q3 2023 | 19 |
McGowan Group Asset Management, Inc. | 18 | 1 | 0.05% | 0.15% | 0.64% | Q4 2014 | Q1 2022 | 19 |
Steward Partners Investment Advisory, LLC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 19 |
Winslow, Evans & Crocker, Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2018 | 18 |
AdvisorNet Financial, Inc | 12 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 18 |
Vantage Investment Advisors, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2018 | 18 |
CITIGROUP INC | 12 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 18 |
AMG National Trust Bank | 17 | 17 | 0.01% | 0.12% | 0.36% | Q2 2013 | Q2 2017 | 17 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2019 | 17 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2021 | 17 |
Kovack Advisors, Inc. | 14 | 2 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q4 2021 | 16 |
BREWIN DOLPHIN LTD | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2021 | 16 |
SoftVest Advisors, LLC | 15 | 15 | 0.57% | 12.89% | 35.70% | Q1 2020 | Q3 2023 | 16 |
Advisory Services Network, LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q1 2023 | 16 |
BECK MACK & OLIVER LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Sigma Planning Corp | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2018 | 14 |
Argentus Capital Management, LLC | 14 | 14 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2016 | 14 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2018 | 14 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q2 2017 | 14 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 14 |
PEAK6 Group LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2017 | 14 |
Rehmann Capital Advisory Group | 7 | 6 | 0.00% | 0.03% | 0.08% | Q3 2013 | Q3 2019 | 13 |
MUFG Americas Holdings Corp | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2010 | Q4 2020 | 13 |
AMERICAN NATIONAL BANK | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q3 2017 | 13 |
Patriot Financial Group Insurance Agency, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 12 |
Sterling Capital Management LLC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2017 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
KING LUTHER CAPITAL MANAGEMENT CORP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 12 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Commonwealth Equity Services, Inc | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Geneos Wealth Management Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2018 | 12 |
Edge Wealth Management LLC | 11 | 1 | 0.00% | 0.00% | 0.03% | Q1 2015 | Q4 2019 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
SeaCrest Wealth Management, LLC | 7 | 4 | 0.02% | 0.12% | 0.25% | Q4 2017 | Q3 2023 | 11 |
Arbiter Partners Capital Management LLC | 11 | 11 | 0.02% | 0.49% | 1.20% | Q2 2014 | Q4 2016 | 11 |
Price Wealth, LLC | 11 | 11 | 0.04% | 0.13% | 0.33% | Q1 2018 | Q3 2020 | 11 |
Horizon Kinetics | 11 | 11 | 0.06% | 0.11% | 0.14% | Q2 2016 | Q4 2018 | 11 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 11 |
Estabrook Capital Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 6 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2019 | 10 |
Essex Financial Services, Inc. | 10 | 10 | 0.13% | 0.34% | 0.61% | Q2 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
TRUE Private Wealth Advisors | 7 | 1 | 0.00% | 0.02% | 0.02% | Q1 2016 | Q4 2019 | 10 |
AMERIPRISE FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 10 |
Raymond James Financial Services Advisors, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 10 |
MOTCO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
MSI Financial Services Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2015 | 9 |
Veritable, L.P. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q4 2014 | 9 |
WFG Advisors, LP | 9 | 9 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2015 | 9 |
Regal Investment Advisors LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2015 | 9 |
Welch Group, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Parallax Volatility Advisers, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 8 |
HighTower Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 8 |
BURNS J W & CO INC/NY | 8 | 8 | 0.04% | 0.14% | 0.23% | Q2 2013 | Q1 2015 | 8 |
SINECERA CAPITAL, LLC | 8 | 8 | 1.52% | 2.71% | 3.51% | Q4 2021 | Q3 2023 | 8 |
Virtu Financial LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2021 | 8 |
MONTAG A & ASSOCIATES INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Resurgent Financial Advisors LLC | 8 | 8 | 0.37% | 0.59% | 0.79% | Q4 2021 | Q3 2023 | 8 |
U S GLOBAL INVESTORS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 8 |
Belvedere Trading LLC | 5 | 5 | 0.00% | 0.03% | 0.16% | Q4 2021 | Q4 2022 | 8 |
FIFTH THIRD BANCORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 7 |
Gary Goldberg Planning Services Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Western Wealth Management, LLC | 6 | 1 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q2 2021 | 7 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2017 | 7 |
Stonebridge Capital Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
GOLDMAN SACHS GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q3 2022 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
OLD SECOND NATIONAL BANK OF AURORA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2015 | 7 |
Texas Yale Capital Corp. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2015 | 7 |
MAD RIVER INVESTORS | 7 | 7 | 1.76% | 4.51% | 5.98% | Q1 2022 | Q3 2023 | 7 |
Dorsey Wright & Associates | 4 | 3 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
HUNTINGTON NATIONAL BANK | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q1 2018 | 7 |
Gotham Asset Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2015 | 7 |
PRIVATE TRUST CO NA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2014 | 7 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.09% | 0.17% | 0.24% | Q1 2014 | Q2 2015 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
TFS CAPITAL LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Hosking Partners LLP | 6 | 6 | 0.14% | 0.38% | 0.50% | Q2 2022 | Q3 2023 | 6 |
North Star Investment Management Corp. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2015 | 6 |
PRENTISS SMITH & CO INC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2015 | 6 |
Russell Investments Group, Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Cetera Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
LAZARD ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
State of Wyoming | 6 | 6 | 0.06% | 0.10% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Virtus ETF Advisers LLC | 3 | 3 | 0.11% | 0.31% | 0.52% | Q2 2019 | Q3 2023 | 6 |
Price Jennifer C. | 6 | 6 | 0.04% | 0.09% | 0.17% | Q2 2022 | Q3 2023 | 6 |
SFMG, LLC | 6 | 6 | 0.13% | 0.14% | 0.17% | Q2 2013 | Q3 2014 | 6 |
Schubert & Co | 6 | 6 | 0.10% | 0.14% | 0.19% | Q4 2021 | Q1 2023 | 6 |
CREDIT SUISSE AG/ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2014 | 6 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 6 |
MGO ONE SEVEN LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 6 |
RICE HALL JAMES & ASSOCIATES, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
AlphaMark Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
PROSPECTOR PARTNERS LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q4 2013 | Q1 2015 | 6 |
Newbridge Financial Services Group, Inc. | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 6 |
Financial Management Professionals, Inc. | 6 | 6 | 0.19% | 0.20% | 0.21% | Q2 2013 | Q3 2014 | 6 |
WESPAC Advisors SoCal, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2017 | 6 |
EAGLE GLOBAL ADVISORS LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Quantbot Technologies LP | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
SANTA MONICA PARTNERS LP | 5 | 5 | 1.06% | 1.50% | 1.75% | Q3 2022 | Q3 2023 | 5 |
Antonetti Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
D.A. DAVIDSON & CO. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
EATON VANCE MANAGEMENT | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 5 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 5 |
BESSEMER GROUP INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2022 | 5 |
SIGNATUREFD, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2019 | 5 |
WHITTIER TRUST CO | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 5 |
NAVELLIER & ASSOCIATES INC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Johnson Financial Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
BNP PARIBAS FINANCIAL MARKETS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
NewSquare Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Arthur Zaske & Associates, LLC | 5 | 5 | 0.13% | 0.39% | 0.53% | Q4 2016 | Q4 2017 | 5 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.01% | 0.02% | 0.06% | Q4 2013 | Q4 2022 | 5 |
OPPENHEIMER & CO INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2014 | 5 |
Hawkins Capital L.P. | 5 | 5 | 0.05% | 0.18% | 0.26% | Q3 2016 | Q3 2017 | 5 |
WealthTrust Fairport, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2018 | 5 |
Moors & Cabot, Inc. | 5 | 5 | 0.08% | 0.25% | 0.33% | Q3 2022 | Q3 2023 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 5 |
Allworth Financial LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Baird Financial Group, Inc. | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2018 | 5 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2020 | 5 |
Port Capital LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
COMMUNITY BANK SYSTEM, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Global Retirement Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Commonwealth Financial Services, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q3 2015 | 4 |
McAdams Wright Ragen, Inc. | 4 | 4 | 0.07% | 0.22% | 0.28% | Q4 2013 | Q3 2014 | 4 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 4 |
PERRITT CAPITAL MANAGEMENT INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 4 |
Cetera Advisor Networks LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2020 | 4 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2016 | 4 |
Lagoda Investment Management, L.P. | 4 | 4 | 0.38% | 0.42% | 0.46% | Q4 2022 | Q3 2023 | 4 |
CITY NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
Beacon Pointe Advisors, LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
FIRST MANHATTAN CO. LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
REILLY FINANCIAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2020 | 4 |
Spot Trading L.L.C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 4 |
MUFG Securities EMEA plc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2015 | 4 |
Hilltop Holdings Inc. | 4 | 4 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q2 2019 | 4 |
Cullen Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2020 | 4 |
Riggs Asset Managment Co. Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2015 | 4 |
Hirtle Callaghan & Co LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2014 | 4 |
Quantamental Technologies LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Rockefeller Capital Management L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
OPTIMUM INVESTMENT ADVISORS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
ArchPoint Investors | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2017 | 4 |
SCHWARTZ INVESTMENT COUNSEL INC | 4 | 4 | 0.10% | 0.39% | 0.52% | Q4 2022 | Q3 2023 | 4 |
SYNOVUS FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Crosspoint Capital Strategies, LLC | 3 | 1 | 0.00% | 0.13% | 0.26% | Q4 2013 | Q4 2015 | 4 |
Venturi Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 4 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2014 | 3 |
HANCOCK WHITNEY CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Firestone Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Janney Montgomery Scott LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
INTEGRATED WEALTH COUNSEL, LLC | 3 | 3 | 0.00% | 0.37% | 1.08% | Q2 2013 | Q4 2013 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2013 | Q3 2013 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Geduld E E | 3 | 3 | 0.09% | 0.16% | 0.24% | Q2 2016 | Q4 2016 | 3 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Legend Financial Advisors, Inc. | 2 | 1 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q4 2022 | 3 |
Blue Trust, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SEARLE & CO. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Clearstead Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Selective Wealth Management, Inc. | 3 | 3 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
COMMONWEALTH EQUITY SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Stratos Wealth Partners, LTD. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 3 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Rosenberg Matthew Hamilton | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
1919 Investment Counsel, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Schonfeld Strategic Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Syntal Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2014 | 3 |
FormulaFolio Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
PEAK6 Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Acrospire Investment Management LLC | 2 | 1 | 0.00% | 0.03% | 0.07% | Q1 2016 | Q2 2017 | 3 |
TITLEIST CAPITAL, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q4 2022 | 3 |
Nine Chapters Capital Management LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q2 2014 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
EagleClaw Capital Managment, LLC | 3 | 3 | 0.16% | 0.18% | 0.20% | Q1 2023 | Q3 2023 | 3 |
RGT Wealth Advisors, LLC | 3 | 3 | 0.42% | 0.52% | 0.59% | Q1 2022 | Q3 2022 | 3 |
Integrated Advisors Network LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 3 | 3 | 0.00% | 0.03% | 0.07% | Q2 2014 | Q4 2014 | 3 |
Sowell Financial Services LLC | 2 | 1 | 0.03% | 0.23% | 0.34% | Q1 2022 | Q3 2023 | 3 |
Visionary Wealth Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Tranquility Partners, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2019 | Q3 2019 | 2 |
MOODY NATIONAL BANK TRUST DIVISION | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Hillsdale Investment Management Inc. | 1 | 1 | 0.05% | 0.06% | 0.06% | Q3 2014 | Q2 2017 | 2 |
Spire Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2017 | 2 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 2 |
Seamans Capital Management, LLC | 2 | 2 | 0.24% | 0.24% | 0.24% | Q3 2014 | Q4 2014 | 2 |
Quadrature Capital Ltd | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
OPPENHEIMER ASSET MANAGEMENT INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2019 | 2 |
ALPS ADVISORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
RATIONAL ADVISORS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2012 | Q4 2012 | 2 |
RMR Wealth Builders | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Anchor Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
WBH ADVISORY INC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q4 2018 | 2 |
H&H Retirement Design & Management INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q2 2020 | 2 |
Barrett Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2022 | 2 |
Jaffetilchin Investment Partners, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q3 2014 | 2 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 2 |
HOWARD FINANCIAL SERVICES, LTD. | 2 | 2 | 0.67% | 0.73% | 0.79% | Q4 2018 | Q1 2019 | 2 |
INSIGHT 2811, INC. | 2 | 2 | 1.26% | 1.29% | 1.32% | Q2 2013 | Q3 2013 | 2 |
Bridgecreek Investment Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
NORTHERN TRUST CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Leucadia National | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 2 |
FIRST TRUST ADVISORS LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
D'Orazio & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
CQS Cayman LP | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q1 2014 | 2 |
Horrell Capital Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 2 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TSFG, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q2 2010 | 1 |
Bruderman Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
Greenwich Investment Management, Inc. | 1 | 1 | 0.91% | 0.91% | 0.91% | Q1 2017 | Q1 2017 | 1 |
INGALLS & SNYDER LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Steinberg Global Asset Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Bellwether Investment Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
M&R CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PIPER SANDLER & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
FIRST INTERSTATE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Hudock, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Caption Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Invesco Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Atlas Wealth Partners, LLC | 1 | 1 | 4.32% | 4.32% | 4.32% | Q2 2023 | Q2 2023 | 1 |
ENVESTNET ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Platte River Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Regal Wealth Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
External links
This page lists all the filers that currently own PERMIAN BASIN RTY TR or have owned PERMIAN BASIN RTY TR in the past.