SONY CORP shareholder history

Current and past SONY CORP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CITIGROUP INC 42420.00%0.01%0.04%Q2 2013Q3 2023124
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.01%0.04%Q2 2013Q3 2023122
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.03%Q1 2012Q3 2023113
BARCLAYS PLC 42420.00%0.00%0.03%Q2 2013Q3 2023105
Walleye Trading LLC 42420.00%0.02%0.12%Q2 2013Q3 2023105
Parallax Volatility Advisers, L.P. 3240.00%0.01%0.06%Q2 2013Q3 202397
Citadel Advisors 29100.00%0.01%0.02%Q2 2013Q3 202396
Cutler Group LLC / CA 32320.00%0.01%0.10%Q4 2015Q3 202389
WOLVERINE TRADING, LLC 1710.00%0.01%0.02%Q2 2016Q2 202380
JANE STREET GROUP, LLC 3710.00%0.01%0.17%Q1 2014Q3 202376
Twin Tree Management, LP 2310.00%0.04%0.30%Q4 2012Q3 202376
ROYAL BANK OF CANADA 42420.00%0.01%0.04%Q2 2013Q3 202367
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202360
PEAK6 Group LLC 21210.00%0.03%0.12%Q2 2013Q2 201856
PEAK6 Investments LLC 21210.00%0.02%0.09%Q3 2018Q3 202354
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202354
D. E. Shaw & Co., Inc. 2020.00%0.01%0.06%Q2 2013Q3 202354
MILLENNIUM MANAGEMENT LLC 15120.00%0.01%0.08%Q2 2013Q3 202352
NOMURA HOLDINGS INC 910.00%0.04%0.32%Q4 2012Q3 202352
CAPITAL FUND MANAGEMENT S.A. 910.00%0.04%0.22%Q2 2013Q3 202349
DEUTSCHE BANK AG\ 26140.00%0.00%0.04%Q3 2013Q3 202346
Creative Planning 42420.00%0.01%0.04%Q2 2013Q3 202346
GLENMEDE TRUST CO NA 4210.00%0.02%0.13%Q1 2007Q3 202346
BNP PARIBAS FINANCIAL MARKETS 40400.00%0.00%0.01%Q4 2013Q3 202344
Invesco Ltd. 42420.00%0.01%0.03%Q2 2013Q3 202344
Spot Trading L.L.C 16160.00%0.04%0.13%Q2 2013Q1 201743
CWM, LLC 2080.00%0.01%0.08%Q3 2016Q3 202343
Cubist Systematic Strategies, LLC 20160.00%0.02%0.13%Q3 2014Q3 202343
Hanson & Doremus Investment Management 42420.27%0.51%0.68%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.02%0.04%Q2 2013Q3 202342
GAMCO INVESTORS, INC. ET AL 42420.00%1.26%2.08%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.03%0.05%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.01%0.02%Q2 2013Q3 202342
SOL Capital Management CO 42420.21%0.35%0.47%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.01%0.04%Q2 2013Q3 202342
PRIMECAP MANAGEMENT CO/CA/ 42420.43%1.49%2.29%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.00%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.01%0.02%0.07%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.03%0.06%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.00%0.02%Q2 2013Q3 202342
Minneapolis Portfolio Management Group, LLC 42421.83%5.14%8.58%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 3830.00%0.01%0.03%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.01%0.03%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.03%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.01%0.03%Q2 2013Q3 202342
NORGES BANK 4020.00%0.00%0.00%Q2 2012Q4 202242
Laird Norton Wetherby Wealth Management, LLC 42420.08%0.18%0.29%Q2 2013Q3 202342
GABELLI FUNDS LLC 41410.17%0.78%1.38%Q3 2013Q3 202341
FMR LLC 3560.00%0.01%0.02%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.02%Q2 2013Q3 202341
HUNTINGTON NATIONAL BANK 2420.00%0.00%0.00%Q1 2010Q3 202340
First Horizon Advisors, Inc. 1710.00%0.00%0.02%Q1 2012Q3 202340
EARNEST PARTNERS LLC 40400.00%0.01%0.01%Q4 2013Q3 202340
OPPENHEIMER & CO INC 24160.01%0.06%0.15%Q2 2013Q3 202340
CKW FINANCIAL GROUP 40400.00%0.00%0.01%Q4 2013Q3 202340
TCI Wealth Advisors, Inc. 40400.00%0.01%0.08%Q2 2013Q1 202340
Janney Montgomery Scott LLC 22180.00%0.01%0.02%Q3 2013Q3 202340
COMERICA BANK 3910.00%0.02%0.05%Q2 2013Q2 202340
CREDIT SUISSE AG/ 2110.00%0.01%0.02%Q1 2013Q3 202340
M&T BANK CORP 3550.00%0.02%0.04%Q2 2013Q3 202340
INTRUST BANK NA 39390.08%0.17%0.40%Q1 2014Q3 202339
DELTA CAPITAL MANAGEMENT LLC 39391.16%2.66%3.84%Q1 2014Q3 202339
Moors & Cabot, Inc. 39390.06%0.11%0.16%Q1 2014Q3 202339
NATIXIS ADVISORS, L.P. 39390.00%0.04%0.08%Q1 2014Q3 202339
Columbia Asset Management 3360.17%0.48%0.94%Q4 2013Q3 202339
GABELLI & Co INVESTMENT ADVISERS, INC. 38380.04%0.13%0.29%Q2 2014Q3 202338
STIFEL FINANCIAL CORP 3620.00%0.02%0.03%Q1 2014Q3 202338
ClearBridge Investments 37370.00%0.04%0.14%Q3 2014Q3 202337
Tower Research Capital LLC (TRC) 2230.00%0.01%0.10%Q2 2013Q3 202337
LPL Financial LLC 37370.00%0.00%0.01%Q3 2014Q3 202337
North Star Investment Management Corp. 20170.00%0.00%0.00%Q2 2014Q3 202337
HAP Trading, LLC 810.00%0.09%0.64%Q2 2013Q4 202237
FIFTH THIRD BANCORP 2320.00%0.00%0.01%Q2 2013Q3 202337
LAZARD ASSET MANAGEMENT LLC 36360.00%0.06%0.16%Q4 2014Q3 202336
Renaissance Technologies 3330.00%0.07%0.20%Q2 2013Q4 202236
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.01%0.07%Q2 2013Q3 202336
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2910.00%0.05%0.17%Q2 2013Q3 202336
Penbrook Management LLC 24120.33%1.06%1.79%Q4 2013Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.01%0.04%0.11%Q2 2013Q1 202236
SEI INVESTMENTS CO 36360.00%0.06%0.12%Q4 2014Q3 202336
Baker Avenue Asset Management, LP 3140.01%0.51%1.19%Q2 2014Q3 202335
TRUIST FINANCIAL CORP 22130.01%0.03%0.10%Q1 2014Q3 202335
CABOT WEALTH MANAGEMENT INC 35350.68%2.10%2.78%Q1 2015Q3 202335
HSBC HOLDINGS PLC 1410.00%0.01%0.03%Q1 2012Q3 202335
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2420.00%0.03%0.09%Q2 2013Q3 202335
HighTower Advisors, LLC 2620.00%0.01%0.02%Q1 2014Q3 202335
American Trust Investment Advisors, LLC 2770.21%2.42%5.30%Q1 2015Q3 202334
Mirae Asset Global Investments Co., Ltd. 2220.00%0.01%0.05%Q1 2012Q3 202134
QUADRANT CAPITAL GROUP LLC 34340.00%0.10%0.21%Q2 2015Q3 202334
GEODE CAPITAL MANAGEMENT, LLC 3310.00%0.00%0.00%Q2 2013Q4 202134
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 34340.00%0.01%0.01%Q1 2015Q2 202334
Advisors Asset Management, Inc. 22120.00%0.01%0.04%Q4 2013Q3 202334
Advisory Services Network, LLC 1380.00%0.01%0.04%Q4 2014Q3 202334
J.P. Morgan Private Wealth Advisors LLC 1910.00%0.01%0.02%Q1 2014Q3 202334
Freedom Investment Management, Inc. 3030.02%0.25%0.63%Q2 2015Q3 202333
ENTERPRISE FINANCIAL SERVICES CORP 33330.01%0.02%0.04%Q2 2013Q2 202133
ASSETMARK, INC 17160.00%0.02%0.06%Q2 2015Q3 202333
HIGHLAND CAPITAL MANAGEMENT, LLC 3120.16%0.33%0.48%Q2 2015Q3 202333
Anchor Investment Management, LLC 32320.03%0.11%0.48%Q1 2016Q4 202332
Avalon Investment & Advisory 32320.01%0.07%0.16%Q2 2015Q1 202332
Checchi Capital Advisers, LLC 3110.02%0.05%0.08%Q2 2015Q3 202332
1832 Asset Management L.P. 2610.00%0.02%0.08%Q2 2013Q3 202332
IFP Advisors, Inc 17140.00%0.01%0.02%Q4 2015Q3 202332
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 2710.03%0.11%0.21%Q2 2013Q3 202332
FDx Advisors, Inc. 2290.01%0.06%0.17%Q4 2014Q3 202331
SIGNATUREFD, LLC 2310.00%0.04%0.06%Q2 2013Q3 202331
HOWARD HUGHES MEDICAL INSTITUTE 31310.97%2.73%5.20%Q2 2015Q4 202231
Allworth Financial LP 31310.00%0.00%0.00%Q1 2016Q3 202331
SCOTIA CAPITAL INC. 2280.00%0.05%0.10%Q3 2014Q3 202330
Squarepoint Ops LLC 820.00%0.02%0.06%Q2 2016Q3 202330
Johnson Financial Group, Inc. 2610.00%0.00%0.02%Q2 2013Q1 202330
Thomas J. Herzfeld Advisors, Inc. 30300.01%0.03%0.05%Q2 2016Q3 202330
PINNACLE ASSOCIATES LTD 20100.01%0.01%0.02%Q1 2016Q3 202330
BlackRock Inc. 2810.00%0.00%0.02%Q4 2015Q3 202330
Cornerstone Advisors, Inc. 30300.01%0.02%0.04%Q2 2013Q3 202030
AGF INVESTMENTS INC. 29290.01%0.37%1.26%Q3 2015Q3 202229
Raymond James Financial Services Advisors, Inc. 2630.00%0.00%0.01%Q1 2016Q3 202329
Pacer Advisors, Inc. 1210.00%0.11%0.72%Q4 2013Q3 202329
Financial Management Professionals, Inc. 29290.00%0.00%0.01%Q3 2016Q3 202329
MARIETTA INVESTMENT PARTNERS LLC 2450.22%0.56%2.04%Q4 2014Q3 202329
Sargent Bickham Lagudis LLC 28280.01%0.01%0.02%Q1 2016Q4 202228
BROWN ADVISORY INC 2220.00%0.00%0.00%Q1 2016Q3 202328
Parallel Advisors, LLC 28280.00%0.02%0.04%Q4 2016Q3 202328
World Asset Management Inc 28280.03%0.07%0.11%Q2 2013Q1 202028
DELTA ASSET MANAGEMENT LLC/TN 28280.00%0.00%0.00%Q2 2013Q1 202028
NorthCoast Asset Management LLC 2120.08%0.63%3.00%Q2 2013Q3 202128
Caprock Group, LLC 2610.10%0.17%0.26%Q1 2016Q3 202327
SG Americas Securities, LLC 1310.00%0.01%0.09%Q3 2013Q3 202327
Geneos Wealth Management Inc. 27270.00%0.00%0.01%Q1 2017Q3 202327
Marketfield Asset Management LLC 27270.47%2.39%4.60%Q3 2014Q1 202127
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
Freestone Capital Holdings, LLC 27270.01%0.11%0.49%Q4 2015Q2 202227
SYNOVUS FINANCIAL CORP 2250.00%0.03%0.06%Q2 2014Q3 202327
GREENLEAF TRUST 27270.01%0.02%0.04%Q1 2017Q3 202327
FIRST TRUST ADVISORS LP 2340.00%0.01%0.02%Q2 2013Q3 202327
CIBC WORLD MARKET INC. 1610.00%0.01%0.02%Q4 2013Q3 202326
NEXT Financial Group, Inc 1360.00%0.02%0.08%Q3 2014Q4 202126
Crossmark Global Holdings, Inc. 2510.08%0.15%0.24%Q3 2016Q3 202326
CREDIT AGRICOLE S A 2220.00%0.01%0.02%Q2 2013Q3 202326
STATE STREET CORP 1810.00%0.00%0.00%Q4 2015Q3 202326
TWO SIGMA SECURITIES, LLC 610.00%0.01%0.04%Q1 2018Q3 202326
Hexavest Inc. 26260.00%0.00%0.00%Q2 2013Q3 201926
Aperio Group, LLC 26260.10%0.17%0.27%Q3 2014Q4 202026
Cambridge Investment Research Advisors, Inc. 26260.00%0.01%0.02%Q2 2017Q3 202326
CACTI ASSET MANAGEMENT LLC 26260.02%0.04%0.12%Q2 2013Q3 201926
EAGLE ASSET MANAGEMENT INC 26260.00%0.00%0.01%Q2 2017Q3 202326
MCKINLEY CAPITAL MANAGEMENT LLC 2150.01%0.09%0.22%Q1 2015Q2 202226
Ballentine Partners, LLC 26260.01%0.02%0.03%Q2 2017Q3 202326
TD ASSET MANAGEMENT INC 2320.00%0.01%0.02%Q3 2014Q1 202225
Manchester Capital Management LLC 1310.00%0.01%0.02%Q2 2014Q3 202325
WOLVERINE ASSET MANAGEMENT LLC 11110.00%0.01%0.04%Q2 2013Q4 201525
Nuveen Asset Management, LLC 1050.00%0.02%0.06%Q4 2014Q3 202325
BALDWIN BROTHERS LLC/MA 25250.00%0.01%0.02%Q4 2017Q4 202325
COMMERZBANK AKTIENGESELLSCHAFT /FI 15100.00%0.01%0.03%Q2 2013Q1 202025
BERKSHIRE ASSET MANAGEMENT LLC/PA 2410.01%0.05%0.07%Q2 2016Q1 202325
Capital Research Global Investors 25250.00%0.00%0.02%Q3 2017Q3 202325
FIRST MANHATTAN CO. LLC. 14110.00%0.00%0.00%Q4 2015Q3 202325
GROUP ONE TRADING, L.P. 1010.00%0.02%0.10%Q2 2013Q3 202324
Altshuler Shaham Ltd 23230.08%0.16%0.37%Q1 2018Q3 202324
ADIRONDACK TRUST CO 24240.00%0.01%0.01%Q4 2017Q3 202324
JAMES INVESTMENT RESEARCH INC 24240.00%0.01%0.02%Q2 2017Q1 202324
TORONTO DOMINION BANK 2220.00%0.00%0.00%Q1 2013Q3 202324
HOWE & RUSLING INC 1440.00%0.00%0.01%Q1 2015Q3 202224
McIlrath & Eck, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
WHITTIER TRUST CO OF NEVADA INC 24240.01%0.03%0.06%Q4 2017Q3 202324
Dorsey & Whitney Trust CO LLC 1810.04%0.09%0.14%Q2 2017Q3 202324
SCHARF INVESTMENTS, LLC 24240.01%0.03%0.06%Q4 2017Q3 202324
180 WEALTH ADVISORS, LLC 24240.06%0.12%0.21%Q4 2017Q3 202324
Cottage Street Advisors LLC 2220.00%1.38%2.18%Q2 2017Q2 202324
Steward Partners Investment Advisory, LLC 1820.00%0.00%0.01%Q4 2016Q3 202324
OPPENHEIMER ASSET MANAGEMENT INC. 2130.00%0.04%0.08%Q1 2017Q3 202324
THORNBURG INVESTMENT MANAGEMENT INC 1310.00%0.18%0.37%Q4 2014Q3 202324
BLAIR WILLIAM & CO/IL 1340.00%0.00%0.00%Q2 2016Q3 202324
Front Row Advisors LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
MEITAV INVESTMENT HOUSE LTD 24240.02%0.07%0.12%Q4 2017Q3 202324
SIT INVESTMENT ASSOCIATES INC 2130.00%0.05%0.08%Q2 2017Q3 202324
Atria Investments, Inc 1410.02%0.07%0.20%Q1 2014Q3 202323
JOHNSON INVESTMENT COUNSEL INC 2210.01%0.01%0.01%Q2 2015Q3 202323
SUNTRUST BANKS INC 23230.00%0.02%0.03%Q1 2014Q3 201923
TOMPKINS FINANCIAL CORP 1580.00%0.00%0.00%Q2 2015Q4 202323
TWO SIGMA ADVISERS, LP 1310.00%0.03%0.12%Q2 2013Q2 202023
Rockefeller Capital Management L.P. 23230.02%0.05%0.10%Q1 2018Q3 202323
FCA CORP /TX 1490.04%0.13%0.24%Q4 2017Q3 202323
MUFG Americas Holdings Corp 1720.00%0.00%0.00%Q4 2010Q3 202223
Point72 Asset Management, L.P. 610.00%0.06%0.51%Q3 2014Q3 202323
ATLAS CAPITAL ADVISORS LLC 23230.05%0.20%0.56%Q1 2018Q3 202323
RENAISSANCE GROUP LLC 23230.16%0.48%0.76%Q1 2018Q3 202323
ATWOOD & PALMER INC 23231.25%2.13%2.79%Q1 2018Q3 202323
BB&T SECURITIES, LLC 2210.00%0.02%0.07%Q3 2013Q3 201923
D.A. DAVIDSON & CO. 1910.00%0.02%0.09%Q2 2013Q1 202223
Valeo Financial Advisors, LLC 1940.00%0.02%0.03%Q4 2017Q3 202323
Jefferies Group LLC 1010.00%0.02%0.15%Q2 2013Q4 201923
COMMONWEALTH EQUITY SERVICES, LLC 23230.00%0.00%0.00%Q1 2018Q3 202323
EAGLE GLOBAL ADVISORS LLC 23230.10%0.29%0.53%Q1 2018Q3 202323
FLAGSHIP HARBOR ADVISORS, LLC 23230.04%0.07%0.10%Q1 2018Q3 202323
IMA Wealth, Inc. 22220.00%0.00%0.00%Q2 2018Q3 202322
ETF MANAGERS GROUP, LLC 1010.01%0.06%0.23%Q1 2016Q1 202322
BAILARD, INC. 22220.11%0.20%0.29%Q2 2018Q3 202322
BOURGEON CAPITAL MANAGEMENT LLC 1710.02%1.97%3.31%Q3 2013Q3 202322
Carroll Financial Associates, Inc. 1110.00%0.00%0.02%Q2 2015Q4 202122
CONFLUENCE INVESTMENT MANAGEMENT LLC 22220.01%0.02%0.03%Q2 2018Q3 202322
LS Investment Advisors, LLC 22220.00%0.00%0.00%Q2 2013Q3 201822
SouthState Corp 22220.21%1.09%1.56%Q2 2018Q3 202322
COLONY GROUP LLC 1430.00%0.01%0.02%Q4 2013Q3 202322
FEDERATED HERMES, INC. 22220.00%0.00%0.00%Q2 2018Q3 202322
MML INVESTORS SERVICES, LLC 22220.01%0.01%0.03%Q2 2018Q3 202322
Aristotle Capital Management, LLC 22221.76%2.36%2.94%Q2 2018Q3 202322
Neuberger Berman Group LLC 22220.00%0.01%0.02%Q2 2018Q3 202322
MENORA MIVTACHIM HOLDINGS LTD. 2020.00%1.51%2.65%Q2 2013Q3 202322
FIRST FOUNDATION ADVISORS 22220.02%0.67%1.33%Q2 2018Q3 202322
LONDON CO OF VIRGINIA 1840.00%0.00%0.00%Q1 2018Q3 202322
KCS Wealth Advisory 1840.15%0.21%0.31%Q4 2017Q3 202322
Alkeon Capital Management 1130.01%0.26%1.42%Q2 2013Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.03%0.08%Q3 2018Q3 202321
AMERICAN NATIONAL INSURANCE CO 21210.03%0.04%0.06%Q2 2013Q2 201821
Henry James International Management Inc. 21212.46%4.41%6.02%Q3 2018Q3 202321
REILLY FINANCIAL ADVISORS, LLC 1110.00%0.37%1.80%Q1 2015Q4 202121
SECURITY NATIONAL TRUST CO 1650.00%0.02%0.04%Q2 2013Q4 201821
FINANCIAL COUNSELORS INC 1320.00%0.03%0.06%Q2 2013Q3 202321
CAMBIAR INVESTORS LLC 960.02%1.30%2.84%Q1 2014Q3 202321
Boston Partners 1470.00%0.19%0.42%Q2 2018Q3 202321
Bray Capital Advisors 21210.19%0.36%0.52%Q3 2018Q3 202321
BROWN BROTHERS HARRIMAN & CO 1920.00%0.00%0.00%Q3 2014Q3 202321
WCM INVESTMENT MANAGEMENT, LLC 1830.00%0.00%0.01%Q2 2018Q3 202321
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1830.00%0.30%0.74%Q3 2013Q2 202121
NewEdge Advisors, LLC 1810.01%0.02%0.05%Q2 2017Q3 202321
OLD NATIONAL BANCORP /IN/ 1380.01%0.03%0.07%Q4 2014Q3 202321
CIBC Private Wealth Group, LLC 1830.00%0.05%0.07%Q4 2017Q3 202321
BBVA USA Bancshares, Inc. 20200.02%0.03%0.09%Q1 2014Q4 201820
TOCQUEVILLE ASSET MANAGEMENT L.P. 1610.00%0.21%0.39%Q2 2014Q3 202320
Strategic Global Advisors, LLC 1730.06%0.42%0.89%Q1 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.01%0.23%0.57%Q1 2018Q3 202320
BREWIN DOLPHIN LTD 20200.00%0.01%0.02%Q3 2017Q2 202220
PIN OAK INVESTMENT ADVISORS INC 20200.01%0.03%0.05%Q4 2018Q3 202320
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1110.00%0.02%0.04%Q4 2013Q3 202320
AE Wealth Management LLC 1820.01%0.03%0.06%Q2 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.00%0.14%0.37%Q4 2017Q4 202220
LAKE STREET ADVISORS GROUP, LLC 1330.02%0.05%0.13%Q1 2018Q3 202320
TWO SIGMA INVESTMENTS, LP 810.00%0.03%0.09%Q2 2013Q2 202120
STEPHENS INC /AR/ 1410.01%0.01%0.02%Q2 2013Q3 202320
SIMPLEX TRADING, LLC 510.00%0.01%0.06%Q1 2015Q3 202320
BESSEMER GROUP INC 1310.00%0.00%0.01%Q4 2015Q3 202320
Lindbrook Capital, LLC 20200.04%0.06%0.09%Q4 2018Q3 202320
Quantitative Investment Management, LLC 710.01%0.06%0.22%Q1 2014Q3 202120
ETRADE Capital Management LLC 1640.01%0.02%0.04%Q1 2015Q3 202020
WealthTrust-Arizona, LLC 20200.00%0.00%0.00%Q1 2014Q4 201820
American Portfolios Advisors 20200.01%0.01%0.03%Q4 2017Q3 202220
Waldron Private Wealth LLC 1910.02%0.07%0.26%Q1 2017Q3 202320
Princeton Global Asset Management LLC 20200.92%1.25%1.61%Q4 2018Q3 202320
LEVIN CAPITAL STRATEGIES, L.P. 1410.00%0.30%0.90%Q4 2014Q3 202320
BAMCO INC /NY/ 20200.00%0.01%0.02%Q3 2016Q2 202120
FinTrust Capital Advisors, LLC 20200.00%0.01%0.12%Q4 2018Q3 202320
Jaffetilchin Investment Partners, LLC 1410.02%0.10%0.19%Q4 2014Q4 202120
First Eagle Investment Management, LLC 19190.00%0.00%0.00%Q2 2013Q4 201719
Zweig-DiMenna Associates LLC 1420.01%0.74%1.61%Q2 2013Q4 201819
Martin Investment Management, LLC 19190.39%4.43%6.91%Q1 2019Q3 202319
Private Capital Group, LLC 19190.01%0.03%0.09%Q4 2017Q2 202219
CULLEN/FROST BANKERS, INC. 19190.00%0.17%0.24%Q1 2019Q3 202319
BALYASNY ASSET MANAGEMENT L.P. 610.00%0.02%0.13%Q4 2015Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.03%0.07%Q1 2019Q3 202319
BLUESTEIN R H & CO LLC 1630.02%0.04%0.08%Q2 2013Q3 202219
Quantbot Technologies LP 310.00%0.04%0.13%Q4 2013Q2 202319
Investors Research Corp 19190.03%0.04%0.05%Q1 2019Q3 202319
Calamos Advisors LLC 1180.00%0.01%0.02%Q4 2018Q3 202319
BENJAMIN F. EDWARDS & COMPANY, INC. 19190.00%0.00%0.01%Q4 2015Q2 202019
Zions Bancorporation, N.A. 19190.01%0.01%0.02%Q1 2019Q3 202319
RIVERHEAD CAPITAL MANAGEMENT LLC 19190.00%0.05%0.06%Q1 2014Q3 201819
CIBC Asset Management Inc 19190.00%0.04%0.09%Q1 2019Q3 202319
Glassman Wealth Services 1630.00%0.01%0.02%Q3 2018Q3 202319
NVWM, LLC 1360.00%0.25%1.17%Q4 2017Q3 202319
Crewe Advisors LLC 19190.00%0.04%0.09%Q1 2019Q3 202319
FULTON BANK, N.A. 1040.01%0.02%0.04%Q1 2018Q3 202319
ADVANTAGE INVESTMENT MANAGEMENT, LLC 19190.01%0.02%0.04%Q1 2015Q3 201919
Dynamic Advisor Solutions LLC 1810.02%0.06%0.59%Q3 2014Q3 202319
Harrington Investments, INC 1230.16%0.19%0.26%Q1 2018Q3 202319
Inlet Private Wealth, LLC 18181.25%1.68%2.20%Q2 2019Q3 202318
ADVISOR PARTNERS LLC 18180.03%0.11%0.17%Q1 2018Q2 202218
Oasis Management Co Ltd. 610.00%3.42%23.72%Q2 2018Q3 202218
Corient Capital Partners, LLC 18180.05%0.13%0.29%Q2 2018Q3 202218
AdvisorNet Financial, Inc 1620.00%0.00%0.01%Q4 2018Q3 202318
Pekin Hardy Strauss, Inc. 18180.22%1.38%2.15%Q2 2019Q3 202318
Arden Trust Co 18180.03%0.09%0.23%Q3 2019Q4 202318
REGENTATLANTIC CAPITAL LLC 1710.00%0.03%0.05%Q4 2014Q3 202218
Hilltop Holdings Inc. 1030.02%0.05%0.06%Q4 2017Q3 202318
RPG Investment Advisory, LLC 18180.00%0.00%0.00%Q2 2017Q3 202118
Endurance Wealth Management, Inc. 18180.00%0.00%0.03%Q3 2016Q4 202018
DAVENPORT & Co LLC 18180.00%0.61%1.49%Q2 2019Q3 202318
CapWealth Advisors, LLC 18180.85%1.10%1.38%Q2 2019Q3 202318
Candriam S.C.A. 1030.00%0.01%0.03%Q3 2018Q3 202318
OLD MISSION CAPITAL LLC 310.01%0.45%1.92%Q1 2015Q1 202318
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1080.00%0.00%0.00%Q1 2016Q2 202318
Avior Wealth Management, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
GAM Holding AG 1080.00%0.08%0.24%Q3 2013Q2 202218
UBS AG 660.00%0.00%0.01%Q2 2013Q3 201418
CenterStar Asset Management, LLC 420.00%0.26%0.95%Q1 2018Q2 202218
PRICE T ROWE ASSOCIATES INC /MD/ 1350.00%0.00%0.00%Q4 2016Q3 202318
Cerity Partners LLC 910.01%0.03%0.17%Q1 2017Q3 202318
FRANKLIN RESOURCES INC 1420.00%0.00%0.00%Q2 2018Q3 202318
THRIVENT FINANCIAL FOR LUTHERANS 1710.00%0.16%0.22%Q3 2017Q3 202318
VALLEY NATIONAL ADVISERS INC 18180.00%0.00%0.00%Q4 2014Q1 201918
MGO ONE SEVEN LLC 720.00%0.07%0.11%Q4 2017Q3 202318
FARMERS & MERCHANTS INVESTMENTS INC 910.00%0.00%0.00%Q3 2013Q1 202318
Harel Insurance Investments & Financial Services Ltd. 1010.00%0.02%0.06%Q2 2016Q1 202218
Opes Wealth Management LLC 18180.11%0.18%0.24%Q2 2019Q3 202318
HARBER ASSET MANAGEMENT LLC 18182.09%4.02%5.39%Q2 2019Q3 202318
HBK INVESTMENTS L P 1010.00%0.03%0.08%Q4 2013Q1 201918
Prestige Wealth Management Group LLC 1710.00%0.00%0.01%Q4 2018Q3 202318
S&CO INC 17170.06%0.08%0.10%Q3 2019Q3 202317
SVB WEALTH LLC 17170.00%0.02%0.03%Q3 2019Q3 202317
Phoenix Holdings Ltd. 17170.03%0.71%1.56%Q3 2019Q3 202317
CAPSTONE ASSET MANAGEMENT CO 17170.02%0.06%0.11%Q2 2013Q2 201717
EATON VANCE MANAGEMENT 17170.00%0.00%0.00%Q1 2018Q1 202217
Connor, Clark & Lunn Investment Management Ltd. 510.00%0.02%0.06%Q1 2017Q2 202317
SEARLE & CO. 17170.09%0.15%0.20%Q3 2019Q3 202317
Arnhold LLC 17171.12%1.64%2.04%Q3 2019Q3 202317
RAYMOND JAMES TRUST N.A. 1310.01%0.02%0.04%Q3 2016Q3 202317
SCHRODER INVESTMENT MANAGEMENT GROUP 17170.00%0.00%0.00%Q3 2019Q3 202317
RHUMBLINE ADVISERS 1110.00%0.00%0.00%Q4 2013Q3 202317
Sandy Spring Bank 1520.00%0.00%0.00%Q1 2015Q3 202317
MYDA Advisors LLC 510.13%1.49%3.52%Q4 2017Q1 202217
Private Advisor Group, LLC 1410.00%0.01%0.02%Q4 2015Q3 202317
Aspire Private Capital, LLC 1220.00%0.00%0.01%Q4 2018Q3 202317
Manning & Napier Group, LLC 17170.00%0.70%1.46%Q3 2019Q3 202317
NINE MASTS CAPITAL Ltd 1110.00%2.92%9.11%Q1 2015Q4 201917
Bayesian Capital Management, LP 510.04%0.18%0.42%Q1 2016Q2 202317
AVIANCE CAPITAL MANAGEMENT, LLC 1320.00%0.26%0.72%Q2 2013Q1 201917
Apriem Advisors 1610.00%0.00%0.01%Q2 2013Q2 201817
HIGH POINTE CAPITAL MANAGEMENT LLC 17170.38%0.47%0.62%Q4 2017Q4 202117
BOWEN HANES & CO INC 17170.85%1.25%1.43%Q3 2019Q3 202317
HBK Sorce Advisory LLC 1410.02%0.03%0.04%Q3 2018Q3 202317
REGIONS FINANCIAL CORP 1610.00%0.01%0.02%Q2 2015Q2 202117
Gemmer Asset Management LLC 17170.00%0.00%0.01%Q1 2018Q1 202217
SRS Capital Advisors, Inc. 970.00%0.01%0.01%Q4 2016Q3 202316
Foyston, Gordon, & Payne Inc 16160.10%0.87%1.29%Q4 2019Q3 202316
First Allied Advisory Services, Inc. 1510.01%0.01%0.02%Q2 2015Q3 202016
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 16160.22%0.50%0.68%Q1 2017Q4 202016
ABSHER WEALTH MANAGEMENT, LLC 16160.08%0.19%0.30%Q4 2019Q3 202316
EDMOND DE ROTHSCHILD HOLDING S.A. 1210.00%0.01%0.02%Q1 2016Q3 202216
Column Capital Advisors, LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
CREATIVE FINANCIAL DESIGNS INC /ADV 1420.00%0.00%0.01%Q4 2016Q3 202316
Grassi Investment Management 16160.03%0.13%0.18%Q4 2019Q3 202316
Qtron Investments LLC 16160.10%0.24%0.44%Q4 2019Q3 202316
JANICZEK WEALTH MANAGEMENT, LLC 650.00%0.00%0.02%Q2 2018Q3 202316
Saturna Capital CORP 16160.03%0.06%0.08%Q4 2019Q3 202316
BOOTHBAY FUND MANAGEMENT, LLC 510.01%0.15%0.43%Q3 2015Q2 202316
CENTRAL TRUST Co 1060.00%0.00%0.00%Q2 2017Q3 202316
A.R.T. Advisors, LLC 410.01%0.28%1.67%Q3 2013Q1 202116
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.02%0.03%Q4 2019Q3 202316
9258 Wealth Management, LLC 1420.04%0.12%0.25%Q4 2018Q2 202316
VOLORIDGE INVESTMENT MANAGEMENT, LLC 410.01%0.06%0.14%Q1 2015Q1 202316
JCIC Asset Management Inc. 16160.58%1.03%1.45%Q4 2019Q3 202316
DOLIVER ADVISORS, LP 1510.08%0.34%0.50%Q4 2019Q4 202316
OGOREK ANTHONY JOSEPH /NY/ /ADV 16160.01%0.02%0.03%Q4 2019Q3 202316
TIAA CREF INVESTMENT MANAGEMENT LLC 1330.00%0.01%0.01%Q2 2013Q4 201716
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1060.00%0.00%0.00%Q3 2019Q3 202316
Plante Moran Financial Advisors, LLC 730.00%0.01%0.02%Q2 2018Q3 202316
TELEMUS CAPITAL, LLC 16160.02%0.10%0.17%Q4 2019Q3 202316
Resonant Capital Advisors, LLC 16160.04%0.08%0.17%Q4 2019Q3 202316
UBS ASSET MANAGEMENT AMERICAS INC 1330.00%0.00%0.01%Q2 2015Q3 201916
CAMG Solamere Management, LLC 16161.00%1.69%2.77%Q4 2017Q3 202116
DELTEC ASSET MANAGEMENT LLC 1110.03%0.43%1.41%Q3 2017Q3 202316
KEYBANK NATIONAL ASSOCIATION/OH 1310.00%0.00%0.00%Q1 2017Q3 202316
Ellevest, Inc. 16160.00%0.05%0.11%Q4 2019Q3 202316
AMERICAN CENTURY COMPANIES INC 16160.00%0.01%0.01%Q4 2019Q3 202316
PARK AVENUE SECURITIES LLC 1420.01%0.03%0.06%Q3 2019Q3 202316
Penserra Capital Management LLC 510.00%0.02%0.04%Q1 2016Q3 202315
Quinn Opportunity Partners LLC 1110.03%0.60%1.31%Q4 2014Q3 202315
Proficio Capital Partners LLC 15150.01%0.03%0.05%Q4 2015Q2 201915
Ethic Inc. 15150.18%0.29%0.38%Q1 2020Q3 202315
Wealthspire Advisors, L.P. 1410.01%0.01%0.01%Q4 2015Q3 202015
LMR Partners LLP 610.02%0.43%1.96%Q2 2016Q3 202315
SAGE RHINO CAPITAL LLC 1410.09%0.12%0.15%Q4 2019Q3 202315
Allianz Asset Management GmbH 15150.00%0.00%0.01%Q2 2018Q4 202115
Advisor Group, Inc. 15150.01%0.02%0.04%Q2 2016Q4 201915
MACQUARIE GROUP LTD 1410.00%0.06%0.09%Q2 2016Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
Vanguard Personalized Indexing Management, LLC 15150.04%0.12%0.25%Q1 2020Q3 202315
BTC Capital Management, Inc. 1410.03%0.12%0.21%Q4 2019Q3 202315
RITHOLTZ WEALTH MANAGEMENT 15150.05%0.12%0.18%Q1 2020Q3 202315
People's United Financial, Inc. 1140.01%0.06%0.15%Q1 2014Q1 202215
NEW YORK STATE COMMON RETIREMENT FUND 15150.00%0.01%0.02%Q1 2020Q3 202315
CAPTRUST FINANCIAL ADVISORS 15150.00%0.01%0.02%Q1 2020Q3 202315
Edge Wealth Management LLC 15150.00%0.04%0.06%Q3 2018Q1 202215
Lenox Wealth Advisors, LLC 1320.00%0.00%0.01%Q3 2013Q4 202015
Russell Investments Group, Ltd. 510.00%0.01%0.03%Q3 2017Q3 202315
Rosenberg Matthew Hamilton 15150.04%0.06%0.10%Q1 2020Q3 202315
OFI Advisors LLC 1140.02%0.04%0.08%Q3 2011Q3 201515
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 830.00%0.00%0.02%Q2 2019Q3 202315
Clarius Group, LLC 1410.03%0.04%0.07%Q4 2019Q3 202315
MARSHALL WACE, LLP 310.00%0.02%0.12%Q1 2014Q2 202314
Live Oak Private Wealth LLC 14140.90%1.28%2.10%Q2 2020Q3 202314
SYSTEMATIC FINANCIAL MANAGEMENT LP 540.02%0.05%0.09%Q4 2014Q1 202014
Cresset Asset Management, LLC 910.00%0.00%0.01%Q4 2018Q3 202314
Allen Investment Management, LLC 14140.02%0.03%0.04%Q2 2016Q3 201914
Snowden Capital Advisors LLC 830.00%0.02%0.04%Q2 2019Q3 202314
Welch Group, LLC 1220.01%0.03%0.04%Q4 2019Q3 202314
West Family Investments, Inc. 640.01%0.10%0.23%Q2 2013Q3 202314
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 14140.00%0.02%0.03%Q2 2020Q3 202314
SILVERCREST ASSET MANAGEMENT GROUP LLC 14140.06%0.09%0.12%Q2 2020Q3 202314
WEDBUSH SECURITIES INC 1010.01%0.02%0.03%Q4 2019Q3 202314
Bartlett & Co. LLC 710.00%0.00%0.00%Q1 2018Q2 202214
Copeland Capital Management, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Wealth Alliance 14140.11%0.17%0.21%Q2 2020Q3 202314
Mondrian Investment Partners LTD 14140.80%1.24%1.63%Q2 2020Q3 202314
TRUST CO OF VERMONT 1310.00%0.00%0.00%Q2 2016Q2 202314
INTEGRAL DERIVATIVES, LLC 510.00%0.02%0.03%Q4 2013Q4 201714
Global Retirement Partners, LLC 710.01%0.01%0.01%Q4 2019Q3 202314
ALLIANCEBERNSTEIN L.P. 910.00%0.00%0.01%Q2 2013Q3 202314
Sumitomo Mitsui Trust Holdings, Inc. 14140.00%0.00%0.01%Q2 2020Q3 202314
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Fiera Capital Corp 910.00%0.00%0.01%Q2 2016Q3 202314
B. Riley Wealth Advisors, Inc. 1110.00%0.05%0.14%Q2 2014Q3 202314
Cardinal Capital Management, Inc. 860.54%1.29%1.56%Q1 2020Q3 202314
Legacy Financial Advisors, Inc. 640.01%0.05%0.09%Q4 2017Q3 202314
FIDUCIARY MANAGEMENT INC /WI/ 14142.29%3.08%3.91%Q2 2020Q3 202314
Virtu KCG Holdings LLC 1110.00%0.01%0.03%Q3 2013Q3 201614
TODD ASSET MANAGEMENT LLC 14140.28%0.58%0.90%Q2 2020Q3 202314
HANCOCK WHITNEY CORP 1310.01%0.02%0.03%Q1 2020Q3 202314
Odey Asset Management Group Ltd 1220.64%2.49%5.39%Q2 2019Q1 202314
EVOKE WEALTH, LLC 13130.00%0.00%0.01%Q3 2019Q3 202213
OneDigital Investment Advisors LLC 940.00%0.01%0.01%Q2 2017Q4 202113
Banque Cantonale Vaudoise 13130.00%0.01%0.01%Q3 2020Q3 202313
Arlington Partners LLC 520.00%0.02%0.07%Q2 2019Q3 202313
MSI Financial Services Inc 610.00%0.00%0.02%Q2 2013Q4 201613
LIBERTY WEALTH MANAGEMENT LLC 13130.01%0.07%0.10%Q4 2018Q4 202113
ELLINGTON MANAGEMENT GROUP LLC 310.04%0.13%0.66%Q2 2013Q1 202013
TEACHERS ADVISORS, LLC 13130.02%0.03%0.05%Q4 2014Q4 201713
GUGGENHEIM CAPITAL LLC 610.00%0.00%0.01%Q4 2013Q3 202313
Kestra Advisory Services, LLC 13130.02%0.04%0.06%Q3 2020Q3 202313
PATHSTONE FAMILY OFFICE, LLC 1210.00%0.03%0.06%Q1 2019Q3 202313
Asset Dedication, LLC 510.00%0.00%0.00%Q2 2018Q3 202313
BOGLE INVESTMENT MANAGEMENT L P /DE/ 510.29%0.74%1.32%Q2 2013Q1 202013
GRATRY & Co LLC 13131.63%2.49%2.98%Q1 2015Q1 201813
First Personal Financial Services 760.00%0.27%0.55%Q1 2018Q3 202313
BOKF, NA 940.00%0.02%0.05%Q2 2020Q3 202313
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 610.00%0.01%0.04%Q2 2015Q3 202313
Pinnacle Wealth Planning Services, Inc. 940.06%0.08%0.09%Q2 2020Q3 202313
FIRST HAWAIIAN BANK 510.00%0.01%0.02%Q2 2013Q3 202313
Clal Insurance Enterprises Holdings Ltd 730.00%0.05%0.13%Q3 2017Q3 202213
FNY Investment Advisers, LLC 520.00%0.27%1.63%Q2 2018Q3 202213
Virtu Financial LLC 410.02%0.05%0.16%Q4 2017Q2 202313
ASSET MANAGEMENT CORP /IL/ /ADV 13130.22%0.31%0.38%Q4 2019Q4 202213
Bluefin Trading, LLC 310.00%0.04%0.26%Q2 2014Q1 202013
Kistler-Tiffany Companies, LLC 940.00%0.00%0.00%Q2 2016Q2 202313
Roble, Belko & Company, Inc 13130.00%0.00%0.00%Q3 2020Q3 202313
Winslow, Evans & Crocker, Inc. 13130.00%0.01%0.08%Q4 2017Q4 202013
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 850.06%0.14%0.21%Q2 2020Q3 202313
BRIGHTON JONES LLC 720.01%0.02%0.06%Q4 2017Q3 202313
SALEM INVESTMENT COUNSELORS INC 1120.00%0.00%0.01%Q4 2016Q3 202313
MAI Capital Management 13130.01%0.01%0.02%Q3 2020Q3 202313
Csenge Advisory Group 810.02%0.05%0.10%Q3 2018Q1 202313
Stratos Wealth Partners, LTD. 910.00%0.01%0.01%Q4 2017Q3 202312
ACADIAN ASSET MANAGEMENT LLC 610.00%0.00%0.00%Q2 2017Q3 202312
PERSONAL CFO SOLUTIONS, LLC 12120.06%0.08%0.10%Q4 2020Q3 202312
Smithfield Trust Co 1110.00%0.00%0.00%Q1 2020Q3 202312
Wealthcare Advisory Partners LLC 1110.00%0.00%0.00%Q3 2017Q1 202112
Landsberg, Bennett, & Dubbaneh LLC 12120.28%0.41%0.53%Q4 2018Q3 202112
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
TOWNSQUARE CAPITAL LLC 12120.02%0.05%0.11%Q4 2020Q3 202312
First Trust Direct Indexing L.P. 12120.17%0.22%0.28%Q4 2020Q3 202312
Grove Bank & Trust 440.01%0.03%0.06%Q4 2015Q3 202312
Brinker Capital Investments, LLC 1020.00%0.03%0.09%Q1 2019Q4 202212
Community Bank, N.A. 1110.00%0.00%0.00%Q2 2017Q3 202212
DUFF & PHELPS INVESTMENT MANAGEMENT CO 12120.03%0.09%0.14%Q3 2016Q2 201912
Knights of Columbus Asset Advisors LLC 12120.01%0.02%0.03%Q4 2019Q3 202212
Berman Capital Advisors, LLC 12120.00%0.01%0.01%Q4 2018Q3 202112
MISSION WEALTH MANAGEMENT, LP 12120.02%0.03%0.03%Q4 2020Q3 202312
THOMAS WHITE INTERNATIONAL LTD 12120.26%0.46%0.65%Q1 2020Q4 202212
Madison Asset Management, LLC 12120.04%0.06%0.07%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Capital Asset Advisory Services LLC 12120.05%0.12%0.20%Q4 2019Q3 202212
BSW Wealth Partners 12120.08%0.10%0.13%Q4 2020Q3 202312
Dynamic Capital Management Ltd 510.11%0.26%1.04%Q3 2013Q4 201712
Zions Bancorporation 1010.00%0.01%0.02%Q1 2015Q3 201812
Knuff & Co LLC 12120.01%0.01%0.02%Q3 2019Q2 202212
Carmichael Hill & Associates, Inc. 12120.00%0.00%0.01%Q4 2019Q3 202212
Sugarloaf Wealth Management, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Vestmark Advisory Solutions, Inc. 12120.02%0.06%0.12%Q4 2020Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.07%0.11%0.18%Q4 2020Q3 202312
Beacon Pointe Advisors, LLC 12120.01%0.02%0.06%Q4 2020Q3 202312
Cetera Investment Advisers 12120.00%0.01%0.01%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
Humankind Investments LLC 12121.25%1.90%4.17%Q4 2020Q3 202312
Itau Unibanco Holding S.A. 12120.01%0.02%0.14%Q4 2020Q3 202312
Narwhal Capital Management 12120.03%0.13%0.24%Q4 2020Q3 202312
Vontobel Holding Ltd. 12120.03%0.09%0.38%Q4 2020Q3 202312
Jolley Asset Management, LLC 530.00%2.29%3.64%Q4 2013Q1 202012
Nixon Capital, LLC 12126.06%8.20%10.23%Q4 2020Q3 202312
MEEDER ASSET MANAGEMENT INC 12120.00%0.00%0.00%Q4 2019Q3 202212
WEIK CAPITAL MANAGEMENT 12120.11%0.18%0.22%Q1 2020Q4 202212
Baird Financial Group, Inc. 310.00%0.00%0.02%Q2 2015Q3 202312
BLUE SQUARE ASSET MANAGEMENT, LLC 1110.16%0.47%0.74%Q3 2019Q3 202312
OneAscent Financial Services LLC 610.05%0.41%1.86%Q2 2019Q3 202312
Alberta Investment Management Corp 1020.02%0.11%0.23%Q3 2019Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
EVERGREEN CAPITAL MANAGEMENT LLC 12120.02%0.02%0.03%Q4 2020Q3 202312
TSFG, LLC 830.00%0.00%0.00%Q2 2020Q3 202311
CONGRESS ASSET MANAGEMENT CO /MA 11110.01%0.01%0.01%Q4 2016Q2 201911
Compagnie Lombard Odier SCmA 11110.00%0.01%0.02%Q2 2014Q4 201611
PRELUDE CAPITAL MANAGEMENT, LLC 710.00%0.14%0.42%Q4 2013Q4 202011
Seascape Capital Management 11110.30%1.16%1.88%Q1 2021Q3 202311
Soroban Capital Partners LP 540.02%1.39%3.01%Q3 2018Q4 202011
Ellis Investment Partners, LLC 11110.00%0.00%0.01%Q1 2020Q3 202211
Sutton Wealth Advisors Inc. 11110.00%0.00%0.01%Q1 2021Q3 202311
Schonfeld Strategic Advisors LLC 510.01%0.03%0.11%Q4 2017Q2 202311
Mount Yale Investment Advisors, LLC 530.01%0.04%0.11%Q1 2018Q3 202311
Balentine LLC 410.00%0.01%0.01%Q3 2018Q3 202311
Sageworth Trust Co 1010.00%0.02%0.07%Q2 2018Q1 202311
Willingdon Wealth Management 11110.00%0.00%0.00%Q3 2017Q1 202011
AVANTAX ADVISORY SERVICES, INC. 710.00%0.00%0.01%Q3 2020Q3 202311
D.B. Root & Company, LLC 830.09%0.22%0.36%Q3 2019Q3 202211
Keel Point, LLC 11110.04%0.05%0.07%Q1 2021Q3 202311
FineMark National Bank & Trust 1010.00%0.01%0.02%Q2 2013Q4 202111
FRANKLIN STREET ADVISORS INC /NC 740.02%0.03%0.03%Q4 2020Q3 202311
Key FInancial Inc 11110.00%0.05%0.18%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
Prospera Financial Services Inc 810.01%0.03%0.07%Q3 2019Q3 202311
Corbenic Partners LLC 11110.05%0.08%0.12%Q4 2019Q2 202211
SEVEN EIGHT CAPITAL, LP 410.01%0.10%0.25%Q4 2013Q3 202211
Cetera Advisor Networks LLC 1010.00%0.01%0.01%Q2 2020Q3 202311
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 510.00%0.00%0.00%Q3 2018Q1 202311
Loveless Wealth Management LLC 11110.19%0.39%0.49%Q4 2019Q2 202211
Marshall Wace North America L.P. 620.01%0.03%0.14%Q4 2017Q1 202111
Lenox Wealth Management, Inc. 11110.00%0.40%0.49%Q4 2017Q2 202011
THOMPSON DAVIS & CO., INC. 11110.01%0.03%0.09%Q1 2015Q3 201711
SkyOak Wealth, LLC 830.06%0.08%0.09%Q3 2020Q3 202311
Private Ocean, LLC 720.00%0.00%0.00%Q4 2013Q2 202211
TRUEWEALTH LLC 11110.01%0.01%0.02%Q4 2017Q2 202011
Stonebridge Capital Advisors LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Regal Investment Advisors LLC 1010.00%0.01%0.05%Q2 2013Q3 201811
Pinnacle Bancorp, Inc. 720.00%0.00%0.01%Q4 2018Q3 202211
Integrated Wealth Concepts LLC 11110.01%0.04%0.07%Q1 2021Q3 202311
Beaumont Financial Partners, LLC 11110.40%1.01%1.36%Q1 2020Q3 202211
Dynamic Technology Lab Private Ltd 410.06%0.16%0.41%Q1 2015Q2 202311
Capital World Investors 11110.00%0.00%0.00%Q3 2017Q1 202011
Sowell Financial Services LLC 10100.00%0.05%0.16%Q3 2019Q4 202110
NewSquare Capital LLC 820.00%0.00%0.00%Q3 2016Q4 202110
PFS INVESTMENTS INC. 10100.02%0.06%0.13%Q1 2021Q2 202310
Fisher Asset Management, LLC 910.00%0.14%0.29%Q3 2020Q3 202310
BRAVE ASSET MANAGEMENT INC 10100.00%0.00%0.01%Q2 2014Q3 201610
EASTERN BANK 10100.02%0.02%0.02%Q1 2017Q2 201910
M.D. Sass, Inc. 10100.54%4.59%6.31%Q3 2019Q4 202110
D'Orazio & Associates, Inc. 910.00%0.00%0.01%Q4 2013Q3 202110
CANADA PENSION PLAN INVESTMENT BOARD 310.00%0.00%0.01%Q1 2013Q2 202310
NFJ INVESTMENT GROUP, LLC 10100.02%0.04%0.05%Q1 2021Q2 202310
Chicago Capital, LLC 730.01%0.01%0.01%Q4 2020Q3 202310
HighMark Wealth Management LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
STEVENS CAPITAL MANAGEMENT LP 410.01%0.04%0.18%Q3 2013Q3 202010
BRINKER CAPITAL INC 910.01%0.06%0.09%Q2 2016Q2 202010
IFS Advisors, LLC 910.01%0.02%0.04%Q4 2020Q4 202310
ING GROEP NV 10100.00%0.00%0.03%Q1 2013Q2 201510
KESTRA PRIVATE WEALTH SERVICES, LLC 730.01%0.02%0.03%Q3 2020Q3 202310
Calamos Wealth Management LLC 820.08%0.11%0.14%Q1 2021Q3 202310
Maj Invest Holding A/S 640.00%0.00%0.00%Q1 2021Q3 202310
Patriot Financial Group Insurance Agency, LLC 10100.01%0.01%0.01%Q1 2020Q2 202210
Mine & Arao Wealth Creation & Management, LLC. 10100.00%0.01%0.01%Q2 2021Q3 202310
Cribstone Capital Management, LLC 730.04%0.07%0.14%Q2 2016Q1 202010
FORA Capital, LLC 410.03%0.13%0.22%Q4 2019Q3 202310
GPS Wealth Strategies Group, LLC 730.00%0.01%0.02%Q1 2021Q3 202310
Rock Point Advisors, LLC 10101.01%2.10%3.18%Q2 2021Q3 202310
Banco Santander, S.A. 10100.00%0.01%0.03%Q2 2021Q3 202310
JFS WEALTH ADVISORS, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
OXFORD ASSET MANAGEMENT LLP 510.01%0.11%0.40%Q3 2013Q2 201810
VESTOR CAPITAL, LLC 730.01%0.01%0.01%Q4 2020Q3 202310
Invictus RG Pte. Ltd. 10100.03%0.10%0.22%Q2 2013Q3 201510
Belpointe Asset Management LLC 520.00%0.09%0.23%Q3 2017Q1 202310
Americana Partners, LLC 10100.11%0.16%0.30%Q2 2021Q3 202310
KB FINANCIAL PARTNERS, LLC 820.01%0.01%0.01%Q1 2021Q3 202310
Solstein Capital, LLC 730.05%0.68%2.12%Q2 2019Q3 202210
NAVELLIER & ASSOCIATES INC 410.00%0.07%0.36%Q2 2013Q1 201810
Engineers Gate Manager LP 210.01%0.03%0.13%Q2 2018Q1 202310
PRUDENTIAL FINANCIAL INC 10100.00%0.00%0.00%Q2 2021Q3 202310
LINCOLN NATIONAL CORP 640.01%0.01%0.01%Q4 2020Q3 202310
Renasant Bank 10100.16%0.19%0.23%Q2 2021Q3 202310
Prudent Man Advisors, LLC 820.08%0.11%0.19%Q2 2020Q2 202310
Qube Research & Technologies Ltd 410.00%0.04%0.11%Q3 2018Q2 202310
Altium Wealth Management LLC 10100.03%0.06%0.08%Q1 2020Q2 202210
TPG Group Holdings (SBS) Advisors, Inc. 10100.48%0.85%1.22%Q2 2019Q3 202110
FAGAN ASSOCIATES, INC. 10100.23%0.73%1.33%Q3 2016Q4 201810
PDS Planning, Inc 640.05%0.06%0.07%Q1 2021Q3 202310
Accel Wealth Management 10100.02%0.04%0.06%Q4 2020Q1 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
GREENWOOD CAPITAL ASSOCIATES LLC 640.52%1.31%1.96%Q4 2017Q1 202110
EMFO, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Wilkinson Global Asset Management LLC 640.02%0.03%0.04%Q1 2021Q3 202310
Capital Bank & Trust Co 10100.00%0.00%0.00%Q4 2017Q1 202010
Integrated Advisors Network LLC 540.01%0.03%0.11%Q2 2021Q3 20239
Focused Wealth Management, Inc 990.00%0.00%0.00%Q3 2021Q3 20239
HOLLENCREST CAPITAL MANAGEMENT 540.01%0.03%0.04%Q2 2021Q3 20239
Gotham Asset Management, LLC 720.01%0.01%0.04%Q2 2018Q2 20219
Calvert Investment Management, Inc. 990.04%0.09%0.21%Q2 2013Q2 20159
Sequoia Financial Advisors, LLC 810.01%0.02%0.03%Q4 2020Q3 20239
Eagle Bay Advisors LLC 630.02%0.04%0.06%Q2 2021Q3 20239
Boston Common Asset Management, LLC 990.07%0.14%0.23%Q3 2021Q3 20239
FOX RUN MANAGEMENT, L.L.C. 210.08%0.24%0.59%Q4 2016Q3 20239
JTC Employer Solutions Trustee Ltd 990.00%0.01%0.01%Q3 2021Q3 20239
KANALY TRUST CO 990.00%0.00%0.00%Q4 2014Q4 20169
DELTA FINANCIAL ADVISORS LLC 990.12%0.16%0.20%Q3 2021Q3 20239
Alight Capital Management LP 810.83%2.94%5.13%Q4 2018Q1 20219
Taylor Hoffman Wealth Management 810.01%0.01%0.01%Q1 2018Q2 20209
Mariner, LLC 990.00%0.01%0.01%Q3 2021Q3 20239
Lumature Wealth Partners, LLC 990.00%0.08%0.48%Q4 2020Q4 20229
Addison Advisors LLC 990.00%0.08%0.11%Q3 2021Q3 20239
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 990.03%0.05%0.07%Q3 2019Q3 20219
PSI Advisors, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Newbridge Financial Services Group, Inc. 990.00%0.00%0.01%Q3 2021Q3 20239
WASHINGTON TRUST BANK 990.00%0.00%0.00%Q1 2017Q1 20199
Jackson Hole Capital Partners, LLC 990.55%0.74%1.05%Q3 2021Q3 20239
DIVIDEND ASSETS CAPITAL, LLC 720.00%0.00%0.00%Q4 2020Q3 20239
CONNABLE OFFICE INC 990.06%0.07%0.09%Q1 2015Q1 20179
Whitnell & Co. 630.00%0.00%0.00%Q3 2015Q2 20189
MANAGED ACCOUNT ADVISORS LLC 990.00%0.01%0.02%Q2 2013Q2 20159
Walleye Capital LLC 310.00%0.06%0.44%Q3 2018Q3 20239
Tradewinds Capital Management, LLC 990.00%0.00%0.00%Q3 2019Q3 20219
Clearstead Advisors, LLC 990.00%0.03%0.04%Q3 2021Q3 20239
Cedar Wealth Management, LLC 990.01%0.01%0.01%Q1 2020Q1 20229
STRATEGY ASSET MANAGERS LLC 991.00%1.50%2.02%Q3 2020Q3 20229
BEACH INVESTMENT COUNSEL INC/PA 510.02%0.03%0.05%Q2 2021Q4 20239
Avestar Capital, LLC 630.00%0.01%0.04%Q1 2018Q3 20239
MITCHELL & PAHL PRIVATE WEALTH, LLC 990.16%0.22%0.30%Q3 2021Q3 20239
SPX Gestao de Recursos Ltda 990.55%3.10%6.12%Q1 2020Q1 20229
MACROVIEW INVESTMENT MANAGEMENT LLC 990.01%0.01%0.02%Q3 2021Q3 20239
Analyst IMS Investment Management Services Ltd. 990.05%0.18%0.25%Q4 2018Q4 20209
Alhambra Investment Management LLC 990.46%0.56%0.61%Q4 2019Q4 20219
Alexandria Capital, LLC 990.00%0.00%0.00%Q4 2013Q4 20159
Fort Point Capital Partners LLC 990.05%0.06%0.07%Q3 2021Q3 20239
Kore Private Wealth LLC 420.01%0.02%0.04%Q4 2018Q3 20219
Simplicity Solutions, LLC 420.01%0.02%0.03%Q2 2018Q3 20239
Aperture Investors, LLC 990.69%1.48%2.40%Q3 2021Q3 20239
New England Research & Management, Inc. 510.16%0.26%0.45%Q3 2017Q3 20239
Winfield Associates, Inc. 880.01%0.01%0.01%Q1 2016Q4 20178
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.01%0.02%0.03%Q1 2019Q4 20208
Conatus Capital Management LP 320.20%0.82%1.30%Q3 2015Q4 20178
Barden Capital Management, Inc. 881.09%1.29%1.52%Q4 2021Q3 20238
Timber Creek Capital Management LLC 880.72%0.87%1.20%Q4 2021Q3 20238
Sierra Capital LLC 880.00%0.00%0.00%Q1 2021Q4 20228
LATHROP INVESTMENT MANAGEMENT CORP 881.84%2.22%2.71%Q4 2021Q3 20238
Twelve Points Wealth Management LLC 880.21%0.32%0.60%Q4 2021Q3 20238
Ronit Capital LLP 880.50%1.05%2.93%Q4 2020Q3 20228
Neuburgh Advisers LLC 880.03%0.04%0.05%Q4 2016Q3 20188
ARROWGRASS CAPITAL PARTNERS (US) LP 310.03%0.15%0.19%Q4 2016Q4 20188
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 510.01%0.06%0.26%Q1 2017Q2 20228
RATIONAL ADVISORS LLC 410.09%0.34%0.71%Q1 2011Q4 20198
Western Pacific Wealth Management, LP 880.00%0.00%0.00%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.01%0.06%Q4 2021Q3 20238
CVA Family Office, LLC 710.00%0.01%0.01%Q2 2021Q2 20238
FIRST NATIONAL TRUST CO 880.03%0.10%0.17%Q2 2014Q1 20168
Fusion Family Wealth LLC 530.00%0.00%0.00%Q4 2016Q4 20188
UMB Bank, n.a. 880.00%0.00%0.01%Q4 2021Q3 20238
Paloma Partners Management Co 210.00%0.01%0.03%Q2 2013Q1 20218
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
MAIRS & POWER INC 880.00%0.00%0.00%Q4 2020Q3 20228
Dorsey Wright & Associates 320.05%0.51%1.12%Q2 2015Q2 20218
RMR Wealth Builders 310.03%0.07%0.15%Q4 2019Q3 20238
Asset Planning Services, Ltd. 880.00%0.00%0.01%Q1 2016Q4 20178
Schechter Investment Advisors, LLC 880.02%0.06%0.10%Q4 2021Q3 20238
Meadow Creek Investment Management LLC 880.01%0.02%0.02%Q4 2016Q3 20188
Stiles Financial Services Inc 880.64%0.75%0.86%Q4 2021Q3 20238
WFA Asset Management Corp 880.00%0.00%0.00%Q4 2021Q3 20238
Firestone Capital Management 880.00%0.00%0.00%Q4 2019Q3 20218
Gould Capital, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
ICC CAPITAL MANAGEMENT INC/ 880.07%0.13%0.25%Q2 2013Q1 20158
Migdal Insurance & Financial Holdings Ltd. 710.01%0.10%0.66%Q2 2019Q1 20228
BDO Wealth Advisors, LLC 510.00%0.01%0.03%Q2 2017Q2 20238
Hexagon Capital Partners LLC 880.01%0.01%0.02%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 880.01%0.02%0.03%Q4 2021Q3 20238
NewEdge Wealth, LLC 880.01%0.05%0.07%Q4 2021Q3 20238
Capital Advisory Group Advisory Services, LLC 880.09%0.12%0.24%Q2 2020Q1 20228
Forum Financial Management, LP 880.04%0.07%0.13%Q4 2021Q3 20238
CAPSTONE INVESTMENT ADVISORS, LLC 330.01%0.04%0.10%Q1 2014Q3 20148
Charles Carroll Financial Partners, LLC 880.77%1.86%3.79%Q4 2021Q3 20238
Financial Enhancement Group LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Riverwater Partners LLC 710.36%0.52%0.67%Q4 2021Q4 20238
GFS Advisors, LLC 710.00%0.16%0.25%Q2 2013Q1 20168
Integrated Investment Consultants, LLC 710.01%0.01%0.01%Q1 2016Q1 20188
FULTON BREAKEFIELD BROENNIMAN LLC 880.70%1.00%1.17%Q4 2020Q3 20228
Ulland Investment Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Five Oceans Advisors 880.28%0.35%0.41%Q4 2021Q3 20238
Rehmann Capital Advisory Group 710.00%0.01%0.02%Q1 2018Q4 20218
Parkside Financial Bank & Trust 710.00%0.00%0.00%Q3 2015Q1 20228
YOUSIF CAPITAL MANAGEMENT, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
Larson Financial Group LLC 880.00%0.01%0.06%Q4 2021Q3 20238
MILES CAPITAL, INC. 530.14%0.18%0.21%Q4 2017Q4 20198
HANSEATIC MANAGEMENT SERVICES INC 880.00%0.01%0.01%Q1 2017Q4 20188
Flinton Capital Management LLC 880.05%0.06%0.07%Q4 2016Q3 20188
BARING ASSET MANAGEMENT Ltd 880.13%0.22%0.46%Q2 2015Q1 20178
Transamerica Financial Advisors, Inc. 610.00%0.00%0.00%Q2 2013Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
COOKSON PEIRCE & CO INC 610.02%0.06%0.10%Q2 2017Q4 20218
Cable Hill Partners, LLC 440.01%0.03%0.07%Q3 2017Q3 20238
Rise Advisors, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
FourThought Financial, LLC 880.07%0.10%0.13%Q4 2020Q3 20228
Harvest Fund Management Co., Ltd 880.00%0.02%0.06%Q3 2020Q2 20228
TD Waterhouse Canada Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
Clark Capital Management Group, Inc. 530.25%0.46%0.68%Q2 2020Q3 20238
Tyers Asset Management LLC 880.04%0.05%0.06%Q4 2016Q3 20188
DMC Group, LLC 880.25%0.36%0.44%Q4 2021Q3 20238
Westside Investment Management, Inc. 430.00%0.00%0.00%Q4 2016Q3 20187
EXANE DERIVATIVES 610.00%0.04%0.08%Q4 2014Q2 20227
NORDEA INVESTMENT MANAGEMENT AB 770.00%0.00%0.00%Q2 2013Q4 20147
SeaCrest Wealth Management, LLC 610.00%0.03%0.04%Q4 2017Q2 20227
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.00%0.00%0.00%Q1 2022Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.14%0.23%0.31%Q1 2021Q4 20227
Perigon Wealth Management, LLC 410.00%0.01%0.01%Q3 2016Q4 20207
1834 INVESTMENT ADVISORS CO 770.00%0.00%0.00%Q4 2020Q2 20227
DekaBank Deutsche Girozentrale 610.00%0.00%0.00%Q2 2021Q3 20237
EXENCIAL WEALTH ADVISORS, LLC 770.03%0.06%0.07%Q1 2021Q3 20227
Venturi Wealth Management, LLC 510.00%0.10%0.15%Q4 2015Q3 20237
Wealth Advisory Solutions, LLC 770.00%1.32%2.06%Q4 2019Q2 20217
Arkadios Wealth Advisors 410.00%0.01%0.03%Q4 2019Q1 20227
West Oak Capital, LLC 770.00%0.00%0.00%Q1 2014Q3 20157
JANUS HENDERSON GROUP PLC 320.00%0.01%0.03%Q3 2019Q3 20237
Portolan Capital Management 770.40%0.74%1.06%Q3 2021Q1 20237
Timber Hill LLC 510.00%0.00%0.01%Q3 2013Q4 20167
Integrated Wealth Management 770.00%0.00%0.00%Q1 2015Q3 20167
Quantamental Technologies LLC 310.00%0.12%0.26%Q1 2019Q2 20237
Glacier Peak Capital LLC 410.24%1.11%3.52%Q4 2013Q3 20197
Laurel Wealth Advisors, Inc. 770.02%0.03%0.04%Q4 2020Q2 20227
FIRST NEW YORK SECURITIES LLC /NY 210.36%0.86%2.18%Q4 2013Q2 20167
GODSEY & GIBB, INC 510.00%0.00%0.00%Q2 2021Q3 20237
Braun-Bostich & Associates Inc. 770.09%0.11%0.14%Q4 2017Q2 20197
CAPITAL ONE, NATIONAL ASSOCIATION 770.02%0.04%0.06%Q4 2014Q2 20167
Y-Intercept (Hong Kong) Ltd 610.04%0.08%0.15%Q1 2021Q2 20237
KILLEN GROUP INC 771.52%1.95%2.27%Q3 2014Q1 20167
Weaver Consulting Group 770.00%0.00%0.00%Q1 2019Q3 20207
Optas, LLC 410.06%0.10%0.13%Q3 2020Q3 20237
Lowe Wealth Advisors, LLC 770.00%0.00%0.00%Q2 2017Q4 20187
Winthrop Partners - WNY, LLC 770.07%0.08%0.10%Q1 2018Q3 20197
SEGALL BRYANT & HAMILL, LLC 510.01%0.02%0.04%Q1 2021Q3 20237
Euclid Advisors LLC 770.08%1.70%5.85%Q2 2015Q4 20167
Squar Milner Financial Services LLC 520.03%0.05%0.06%Q2 2018Q1 20207
Markel Corporation 770.02%0.08%0.12%Q1 2022Q3 20237
Vise Technologies, Inc. 770.16%0.26%0.34%Q1 2022Q3 20237
Kalos Management, Inc. 610.00%0.15%0.23%Q4 2015Q4 20207
Aaron Wealth Advisors LLC 430.03%0.05%0.08%Q3 2021Q3 20237
Polar Asset Management Partners Inc. 770.14%0.34%0.65%Q1 2022Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.01%0.02%Q2 2013Q4 20147
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
CNB Bank 770.00%0.00%0.01%Q1 2022Q3 20237
Fieldpoint Private Securities, LLC 770.01%0.03%0.03%Q4 2020Q2 20227
Covington Capital Management 610.00%0.00%0.00%Q2 2020Q3 20227
Advisory Resource Group 430.08%0.12%0.16%Q3 2021Q3 20237
MITCHELL CAPITAL MANAGEMENT CO 770.19%0.26%0.36%Q1 2022Q3 20237
Arlington Value Capital 774.12%8.70%11.64%Q2 2014Q4 20157
CHARTWELL INVESTMENT PARTNERS, LLC 770.14%0.39%0.72%Q2 2016Q4 20177
RICHELIEU GESTION SA 770.10%0.20%0.28%Q1 2022Q3 20237
ExodusPoint Capital Management, LP 410.01%0.08%0.17%Q2 2019Q1 20226
IHT Wealth Management, LLC 510.00%0.00%0.01%Q1 2017Q1 20236
Peregrine Asset Advisers, Inc. 310.11%0.42%1.51%Q3 2014Q1 20226
Desjardins Global Asset Management Inc. 660.17%0.28%0.41%Q1 2022Q2 20236
CAXTON ASSOCIATES LP 310.04%0.45%1.10%Q4 2013Q4 20206
GENESEE VALLEY TRUST CO 660.21%0.36%0.50%Q1 2014Q2 20156
B. Riley Wealth Management, Inc. 660.00%0.00%0.00%Q1 2014Q2 20156
One Wealth Advisors, LLC 410.00%0.01%0.01%Q4 2017Q4 20226
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 660.57%0.86%1.29%Q2 2014Q3 20156
Trexquant Investment LP 410.04%0.10%0.20%Q2 2016Q2 20236
Bogart Wealth, LLC 310.00%0.00%0.00%Q4 2020Q3 20236
STERNE AGEE GROUP, INC. 660.12%0.40%0.66%Q4 2013Q1 20156
Concord Wealth Partners 660.00%0.01%0.02%Q1 2021Q2 20226
Williams Jones Wealth Management, LLC. 660.01%0.01%0.01%Q2 2022Q3 20236
York Capital Management Global Advisors, LLC 420.08%0.74%2.30%Q2 2013Q4 20156
PEDDOCK CAPITAL ADVISORS, LLC 410.01%0.01%0.03%Q2 2018Q4 20206
Onex Canada Asset Management Inc. 660.90%2.32%3.71%Q1 2018Q2 20196
Chicago Partners Investment Group LLC 660.01%0.02%0.03%Q2 2017Q3 20186
First Command Financial Services, Inc. 660.00%0.01%0.01%Q3 2017Q4 20186
Rovida Advisors Inc. 511.41%2.67%4.34%Q1 2022Q3 20236
Financial Architects, Inc 510.00%0.03%0.08%Q3 2018Q2 20206
Blue Trust, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
Atlas Private Wealth Advisors 660.01%0.01%0.01%Q2 2020Q3 20216
Washington Trust Advisors, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
FrontFour Capital Group LLC 661.02%1.61%2.30%Q2 2016Q3 20176
MAVERICK CAPITAL LTD 410.04%0.07%0.09%Q3 2017Q3 20196
Aquatic Capital Management LLC 510.01%0.11%0.20%Q1 2022Q3 20236
PITTENGER & ANDERSON INC 660.07%0.08%0.10%Q4 2014Q1 20166
Naviter Wealth, LLC 660.32%0.36%0.45%Q2 2022Q3 20236
HIGHLAND CAPITAL MANAGEMENT LP 660.81%1.32%1.52%Q2 2013Q3 20146
17 CAPITAL PARTNERS, LLC 661.33%1.56%1.75%Q2 2021Q3 20226
Visium Asset Management, LP 310.01%0.02%0.04%Q2 2013Q4 20156
Sterling Investment Advisors, Ltd. 660.00%0.01%0.01%Q1 2021Q2 20226
KORNITZER CAPITAL MANAGEMENT INC /KS 660.06%0.07%0.07%Q4 2017Q1 20196
Charter Oak Capital Management, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
NinePointTwo Capital LLC 660.06%0.08%0.09%Q4 2020Q1 20226
Chesapeake Wealth Management 660.22%0.27%0.30%Q1 2021Q2 20226
Summit Trail Advisors, LLC 420.01%0.05%0.25%Q4 2017Q3 20236
IEQ CAPITAL, LLC 420.01%0.01%0.01%Q1 2022Q3 20236
Lion Street Advisors, LLC 210.03%0.11%0.14%Q1 2020Q2 20236
Independent Advisor Alliance 330.03%0.06%0.10%Q1 2022Q3 20236
Triasima Portfolio Management inc. 660.06%0.14%0.17%Q4 2020Q1 20226
Orion Portfolio Solutions, LLC 330.00%0.04%0.08%Q4 2019Q3 20236
First Command Bank 660.01%0.01%0.02%Q3 2017Q4 20186
Realta Investment Advisors 660.13%0.17%0.22%Q1 2019Q2 20206
Ferris Capital, LLC 510.01%0.01%0.01%Q2 2017Q1 20196
TEXAS CAPITAL BANCSHARES INC/TX 660.14%0.18%0.24%Q1 2014Q2 20156
Apex Capital Management 660.01%0.02%0.02%Q4 2014Q1 20166
Intersect Capital LLC 660.06%0.07%0.09%Q4 2020Q1 20226
Pallas Capital Advisors LLC 660.02%0.04%0.05%Q3 2021Q4 20226
VALLEY WEALTH MANAGERS, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
RUSSELL FRANK CO/ 330.00%0.00%0.00%Q2 2013Q3 20156
HHM Wealth Advisors, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.01%0.01%0.01%Q2 2022Q3 20236
Gilman Hill Asset Management, LLC 660.06%0.09%0.11%Q1 2021Q2 20226
LEUTHOLD GROUP, LLC 660.06%0.32%0.41%Q3 2020Q4 20216
Freedman Financial Associates, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
BlackRock Fund Advisors 660.00%0.00%0.00%Q2 2013Q3 20146
Tortoise Investment Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Syverson Strege & Co 660.00%0.00%0.01%Q4 2021Q1 20236
New Millennium Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Theleme Partners LLP 661.46%2.11%2.88%Q1 2022Q2 20236
FIRST CITIZENS BANK & TRUST CO 420.02%0.07%0.18%Q4 2017Q2 20206
Granahan Investment Management 660.01%0.03%0.04%Q3 2016Q4 20176
SPOT TRADING L.L.C. 220.01%0.01%0.02%Q2 2017Q3 20176
Tradition Wealth Management, LLC 410.00%0.00%0.00%Q4 2020Q2 20236
UNITED SERVICES AUTOMOBILE ASSOCIATION 660.00%0.00%0.00%Q1 2014Q2 20156
Mizuho Securities Co. Ltd. 510.02%0.10%0.15%Q2 2020Q2 20226
Lorber David A 661.06%1.65%2.39%Q2 2016Q3 20176
Semmax Financial Advisors Inc. 550.01%0.05%0.13%Q4 2018Q4 20195
DEERE & CO 320.05%0.06%0.06%Q2 2013Q3 20145
Gradient Investments LLC 210.00%0.00%0.00%Q1 2014Q3 20235
Force Hill Capital Management LP 552.38%2.97%4.11%Q2 2022Q2 20235
Wambolt & Associates, LLC 550.22%0.29%0.33%Q4 2021Q4 20225
ADVISOR PARTNERS II, LLC 550.08%0.12%0.14%Q3 2022Q3 20235
Acrospire Investment Management LLC 320.02%0.07%0.16%Q1 2016Q2 20175
AIGEN INVESTMENT MANAGEMENT, LP 210.06%0.10%0.19%Q2 2020Q3 20225
ASB Consultores, LLC 550.10%0.13%0.15%Q4 2021Q4 20225
Ninety One SA (PTY) Ltd 410.09%0.15%0.27%Q1 2022Q3 20235
CARLSON CAPITAL L P 550.15%0.28%0.39%Q2 2019Q2 20205
Grantham, Mayo, Van Otterloo & Co. LLC 550.00%0.00%0.00%Q3 2022Q3 20235
DFPG INVESTMENTS, LLC 550.10%0.12%0.15%Q3 2022Q3 20235
BAIRD ROBERT W & CO INC /WI/ 410.01%0.01%0.02%Q2 2013Q1 20155
Parisi Gray Wealth Management 550.02%0.03%0.04%Q4 2017Q4 20185
First Washington CORP 551.47%1.98%2.65%Q4 2020Q4 20215
ALTFEST L J & CO INC 550.05%0.07%0.08%Q2 2021Q2 20225
CIM INVESTMENT MANAGEMENT INC 410.11%0.12%0.14%Q1 2014Q2 20175
ROPES WEALTH ADVISORS LLC 410.00%0.01%0.02%Q1 2018Q4 20205
Third Point 550.64%0.90%1.17%Q1 2019Q1 20205
Dakota Wealth Management 550.02%0.03%0.04%Q3 2022Q3 20235
AVALON CAPITAL MANAGEMENT 410.22%0.49%1.15%Q2 2017Q3 20185
Marks Group Wealth Management, Inc 550.03%0.09%0.12%Q3 2022Q3 20235
Key Square Capital Management LLC 211.94%5.37%9.62%Q4 2020Q2 20235
WealthStone, Inc. 320.00%0.18%0.25%Q1 2019Q1 20215
BREMER TRUST NATIONAL ASSOCIATION 410.02%0.07%0.09%Q1 2016Q4 20185
WealthTrust Asset Management, LLC 550.96%1.11%1.33%Q2 2021Q2 20225
BANK HAPOALIM BM 550.02%0.06%0.08%Q1 2020Q1 20215
FRONTIER INVESTMENT MGMT CO 550.02%0.04%0.06%Q2 2019Q2 20205
Sigma Planning Corp 320.01%0.01%0.01%Q4 2020Q1 20225
AMERICAN NATIONAL BANK 550.02%0.02%0.02%Q3 2022Q3 20235
COMMERCE BANK 210.00%0.00%0.00%Q2 2020Q3 20235
WRIGHT INVESTORS SERVICE INC 550.23%0.37%0.47%Q4 2014Q4 20155
Zullo Investment Group, Inc. 550.00%0.00%0.01%Q4 2021Q4 20225
Haverford Trust Co 550.00%0.00%0.01%Q4 2020Q4 20215
OLD SECOND NATIONAL BANK OF AURORA 550.00%0.00%0.01%Q2 2018Q2 20195
Athos Capital Ltd 320.20%1.16%3.40%Q2 2017Q2 20205
Sanoor Capital Management LP 321.02%2.95%5.16%Q4 2016Q2 20185
Kathleen S. Wright Associates Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Douglas Lane & Associates, LLC 320.00%0.00%0.00%Q4 2021Q2 20235
MAPLELANE CAPITAL, LLC 210.01%0.13%0.28%Q2 2017Q2 20235
PARADIGM ASSET MANAGEMENT CO LLC 550.01%0.01%0.01%Q3 2022Q3 20235
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 410.02%0.03%0.04%Q2 2018Q3 20235
Quent Capital, LLC 320.01%0.02%0.03%Q4 2021Q1 20235
Osborn Williams & Donohoe LLC 550.04%0.05%0.06%Q1 2019Q1 20205
LMCG INVESTMENTS, LLC 550.03%0.32%0.44%Q1 2022Q1 20235
WEST PACES ADVISORS INC. 550.00%0.00%0.00%Q4 2020Q4 20215
SIMON QUICK ADVISORS, LLC 310.01%0.02%0.02%Q1 2019Q3 20235
CIDEL ASSET MANAGEMENT INC 550.01%0.42%0.77%Q4 2021Q4 20225
Jump Trading, LLC 110.00%0.01%0.03%Q4 2013Q3 20145
Quantitative Systematic Strategies LLC 210.06%0.08%0.11%Q3 2017Q1 20215
Polaris Wealth Advisory Group, LLC 320.28%0.33%0.42%Q3 2018Q1 20215
Nelson Capital Management, LLC 550.00%0.00%0.00%Q3 2018Q3 20195
Hillsdale Investment Management Inc. 320.00%0.00%0.00%Q4 2017Q4 20205
ADVENT CAPITAL MANAGEMENT /DE/ 210.00%0.01%0.04%Q3 2013Q4 20165
Lee Capital Management LP 550.45%0.67%0.95%Q4 2016Q4 20175
INSIGNEO ADVISORY SERVICES, LLC 440.08%0.12%0.17%Q4 2022Q3 20234
Iron Horse Wealth Management, LLC 210.00%0.00%0.00%Q3 2021Q3 20234
Pleiad Investment Advisors Ltd 4418.76%61.42%100.00%Q4 2015Q3 20164
Better Money Decisions, LLC 310.02%0.02%0.03%Q1 2021Q2 20224
AGF MANAGEMENT LTD 440.75%1.11%1.45%Q4 2022Q3 20234
FNY Managed Accounts LLC 210.04%0.25%0.63%Q3 2013Q3 20174
Sculptor Capital LP 110.04%0.36%1.06%Q4 2014Q1 20234
Financial & Tax Architects, LLC 440.11%0.14%0.17%Q3 2021Q2 20224
CITIZENS FINANCIAL GROUP INC/RI 440.00%0.00%0.00%Q1 2018Q4 20184
Fortis Capital Management LLC 210.97%1.45%2.17%Q4 2019Q3 20214
Farther Finance Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
AMP Capital Investors Ltd 220.01%0.01%0.01%Q3 2013Q1 20154
MONTAG A & ASSOCIATES INC 440.00%0.00%0.00%Q4 2022Q3 20234
Jane Street Holding, LLC 330.00%0.01%0.01%Q2 2013Q4 20134
Duquesne Family Office 210.06%0.31%0.45%Q2 2019Q3 20204
Ameritas Investment Company, LLC 110.00%0.01%0.02%Q1 2019Q1 20214
Campbell & CO Investment Adviser LLC 440.06%0.22%0.41%Q3 2022Q2 20234
Stamos Capital Partners, L.P. 440.10%0.35%0.55%Q3 2022Q2 20234
Truvestments Capital LLC 310.03%0.04%0.04%Q3 2018Q3 20194
Costello Asset Management, INC 440.00%0.00%0.00%Q2 2020Q1 20214
EMORY UNIVERSITY 440.00%0.00%0.00%Q1 2012Q4 20124
RFP Financial Group LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Placemark Investments, Inc. 440.04%0.04%0.05%Q1 2014Q4 20144
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.00%0.00%0.00%Q4 2022Q3 20234
Corient Private Wealth LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Apollon Wealth Management, LLC 310.01%0.01%0.02%Q2 2020Q3 20234
Schubert & Co 440.01%0.01%0.01%Q2 2022Q1 20234
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
BRANDYWINE OAK PRIVATE WEALTH LLC 310.04%0.05%0.05%Q4 2018Q4 20194
TRUE Private Wealth Advisors 210.00%0.01%0.01%Q3 2018Q1 20204
Interchange Capital Partners, LLC 310.04%0.23%0.39%Q4 2020Q2 20224
Alua Capital Management LP 441.14%2.85%3.81%Q4 2022Q3 20234
Spectrum Management Group, LLC 440.00%0.00%0.00%Q3 2017Q2 20184
Avala Global LP 446.30%8.27%10.99%Q4 2022Q3 20234
EP Wealth Advisors, LLC 210.01%0.01%0.01%Q4 2020Q3 20234
Golden State Wealth Management, LLC 310.01%0.01%0.01%Q1 2019Q1 20204
Caption Management, LLC 220.09%0.37%0.85%Q2 2019Q3 20194
Ancora Advisors LLC 310.00%0.00%0.00%Q1 2020Q1 20224
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 440.11%0.12%0.14%Q4 2022Q3 20234
Sanctuary Wealth Management, L.L.C. 210.00%0.00%0.00%Q1 2010Q3 20234
Saban Capital Group LLC 443.88%4.94%5.99%Q4 2018Q3 20194
Burns Matteson Capital Management, LLC 310.14%0.24%0.31%Q4 2020Q4 20214
Heron Bay Capital Management 440.71%0.78%0.87%Q2 2021Q1 20224
Bleakley Financial Group, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
COUNTRY TRUST BANK 310.00%0.00%0.00%Q2 2020Q4 20234
Moran Wealth Management, LLC 440.38%0.49%0.57%Q4 2022Q3 20234
CLEAR STREET MARKETS LLC 110.00%0.03%0.06%Q3 2019Q1 20234
Total Clarity Wealth Management, Inc. 210.00%0.00%0.00%Q1 2021Q2 20224
FORTEM FINANCIAL GROUP, LLC 310.00%0.20%0.31%Q4 2018Q4 20204
Stonehage Fleming Financial Services Holdings Ltd 440.01%0.02%0.04%Q4 2020Q3 20214
BANCORPSOUTH INC 310.02%0.04%0.05%Q2 2014Q2 20154
Y.D. More Investments Ltd 440.06%0.07%0.09%Q4 2022Q3 20234
ASSOCIATED BANC-CORP 440.00%0.00%0.00%Q1 2020Q4 20204
AMUNDI ASSET MANAGEMENT US, INC. 310.00%0.00%0.00%Q2 2019Q4 20204
Veritable, L.P. 310.00%0.01%0.02%Q4 2012Q3 20144
XTX Topco Ltd 210.12%0.15%0.19%Q2 2021Q2 20234
Allspring Global Investments Holdings, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
BOSTON FINANCIAL MANGEMENT LLC 440.01%0.01%0.01%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.01%Q4 2022Q3 20234
Pine River Capital Management L.P. 440.04%0.05%0.06%Q2 2013Q1 20144
Mill Creek Capital Advisors, LLC 440.06%0.06%0.07%Q4 2022Q3 20234
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 440.04%0.07%0.08%Q4 2019Q3 20204
DIXON HUBARD FEINOUR & BROWN INC/VA 210.06%0.07%0.10%Q1 2015Q1 20184
Deuterium Capital Management, LLC 212.15%3.19%4.34%Q4 2021Q3 20234
PECAUT & CO. 440.77%1.03%1.50%Q1 2021Q4 20214
DecisionPoint Financial, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Brookstone Capital Management 220.00%0.00%0.00%Q3 2021Q2 20234
GREAT WEST LIFE ASSURANCE CO /CAN/ 440.00%0.00%0.00%Q2 2014Q1 20154
CAPITAL GUARDIAN TRUST CO 210.00%0.00%0.00%Q4 2014Q3 20184
Gallacher Capital Management LLC 440.16%0.17%0.20%Q4 2022Q3 20234
Banco de Sabadell, S.A 440.31%0.59%0.90%Q2 2019Q1 20204
Blue Barn Wealth, LLC 440.18%0.22%0.25%Q4 2022Q3 20234
Sendero Wealth Management, LLC 440.09%0.34%0.55%Q4 2021Q3 20224
Ninety One UK Ltd 440.05%0.05%0.06%Q4 2022Q3 20234
Colonial Trust Co / SC 440.01%0.01%0.01%Q4 2022Q3 20234
FIDUCIARY TRUST CO 440.00%0.01%0.01%Q4 2022Q3 20234
Bedell Frazier Investment Counselling, LLC 442.05%2.34%2.75%Q4 2013Q3 20144
FFT WEALTH MANAGEMENT LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Live Oak Investment Partners 440.00%0.00%0.00%Q4 2022Q3 20234
Park Place Capital Corp 440.14%0.16%0.17%Q4 2022Q3 20234
HENNESSY ADVISORS INC 440.18%0.20%0.23%Q1 2020Q4 20204
Cetera Advisors LLC 110.00%0.01%0.02%Q4 2018Q3 20234
CHIRON CAPITAL MANAGEMENT, LLC 440.18%0.20%0.22%Q4 2022Q3 20234
ARDSLEY ADVISORY PARTNERS LP 440.05%0.07%0.09%Q2 2019Q1 20204
Reliant Investment Management, LLC 441.91%2.03%2.15%Q3 2020Q2 20214
Verition Fund Management LLC 310.01%0.04%0.06%Q3 2017Q2 20204
Rockbridge Investment Management, LCC 440.00%0.00%0.00%Q1 2021Q4 20214
NICOLET ADVISORY SERVICES, LLC 440.03%0.06%0.07%Q4 2022Q3 20234
JUPITER ASSET MANAGEMENT LTD 440.01%0.02%0.03%Q2 2020Q1 20214
Impala Asset Management LLC 440.18%0.45%0.69%Q1 2021Q4 20214
Quantinno Capital Management LP 440.06%0.10%0.15%Q4 2022Q3 20234
CHESAPEAKE ASSET MANAGEMENT LLC 310.68%0.86%1.05%Q3 2018Q4 20194
Crestline Management, LP 220.06%0.11%0.20%Q3 2016Q1 20184
Procyon Advisors, LLC 210.00%0.03%0.06%Q4 2019Q3 20234
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Blueprint Investment Partners LLC 220.04%0.06%0.12%Q3 2021Q1 20234
Hoover Financial Advisors, Inc. 310.00%0.00%0.00%Q2 2020Q2 20214
BlackRock Investment Management, LLC 210.00%0.00%0.00%Q1 2015Q4 20164
ADAGE CAPITAL PARTNERS GP, L.L.C. 310.02%0.07%0.10%Q2 2013Q3 20144
SANDERS MORRIS HARRIS LLC 440.07%0.13%0.33%Q2 2019Q1 20204
Seed Wealth Management, Inc. 440.41%0.44%0.48%Q4 2022Q3 20234
CAROLINAS WEALTH CONSULTING LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Anomaly Capital Management, LP 440.35%4.39%6.81%Q2 2022Q1 20234
Beaumont Financial Advisors, LLC 441.04%1.12%1.23%Q4 2022Q3 20234
Commonwealth Equity Services, Inc 310.00%0.00%0.01%Q3 2013Q3 20174
KEYWISE CAPITAL MANAGEMENT Ltd 220.14%5.02%18.31%Q1 2017Q3 20184
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
MEYER HANDELMAN CO 440.02%0.03%0.03%Q4 2020Q3 20214
Selective Wealth Management, Inc. 440.00%0.00%0.00%Q3 2019Q2 20204
BELLEVUE ASSET MANAGEMENT, LLC 440.00%0.00%0.00%Q2 2020Q1 20214
Israel Discount Bank of New York 440.00%0.03%0.04%Q2 2018Q1 20194
BLUE ARROW CAPITAL MANAGEMENT LLC 440.31%0.51%0.62%Q3 2014Q2 20154
Wunderlich Capital Managemnt 440.17%0.20%0.23%Q2 2021Q1 20224
Capricorn Fund Managers Ltd 310.26%1.66%4.34%Q4 2021Q1 20234
FourThought Financial Partners, LLC 440.04%0.05%0.07%Q4 2022Q3 20234
ROCKEFELLER FINANCIAL SERVICES INC 310.00%0.02%0.05%Q1 2016Q4 20174
Laurel Wealth Planning LLC 440.01%0.01%0.01%Q3 2021Q2 20224
Torch Wealth Management LLC 330.03%0.37%0.57%Q4 2013Q2 20143
Lido Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
GTS SECURITIES LLC 220.00%0.03%0.08%Q2 2023Q3 20233
Oribel Capital Management, LP 330.06%0.07%0.09%Q1 2020Q3 20203
First Long Island Investors, LLC 330.77%0.94%1.05%Q4 2021Q2 20223
Nan Shan Life Insurance Co., Ltd. 210.32%0.46%0.60%Q2 2018Q1 20193
Avalon Trust Co 330.00%0.00%0.00%Q1 2023Q3 20233
Orbitronix, LP 330.07%0.16%0.22%Q2 2014Q4 20143
SHINE INVESTMENT ADVISORY SERVICES INC 330.01%0.01%0.02%Q1 2020Q3 20203
IMC-Chicago, LLC 210.00%0.00%0.00%Q1 2022Q3 20233
Baystate Wealth Management LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Main Street Research LLC 330.93%1.19%1.33%Q2 2013Q4 20133
Byrne Asset Management LLC 330.00%0.00%0.00%Q1 2023Q3 20233
XY Capital Ltd 210.50%1.52%2.26%Q4 2022Q3 20233
V Wealth Advisors LLC 210.00%0.08%0.12%Q2 2017Q2 20183
VICTORY CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q1 2023Q3 20233
Global Financial Private Capital, Inc 330.00%0.00%0.00%Q4 2019Q2 20203
TPG GP A, LLC 330.45%0.58%0.84%Q4 2021Q2 20223
JNBA Financial Advisors 110.00%0.01%0.02%Q3 2016Q3 20223
OPTIMUM INVESTMENT ADVISORS 210.00%0.00%0.01%Q1 2021Q4 20223
Global Wealth Management Investment Advisory, Inc. 330.00%0.03%0.06%Q4 2018Q2 20193
BRIDGEWAY CAPITAL MANAGEMENT, LLC 330.08%0.10%0.11%Q2 2013Q4 20133
PUBLIC SECTOR PENSION INVESTMENT BOARD 330.12%0.14%0.18%Q3 2019Q1 20203
Airain ltd 210.05%0.08%0.12%Q3 2015Q2 20163
Psagot Value Holdings Ltd. / (Israel) 330.03%0.07%0.11%Q1 2023Q3 20233
Verdence Capital Advisors LLC 330.09%0.10%0.11%Q4 2017Q2 20183
Cutter & CO Brokerage, Inc. 110.08%0.08%0.08%Q3 2018Q4 20193
MOTCO 210.00%0.00%0.00%Q3 2022Q3 20233
DEPRINCE RACE & ZOLLO INC 330.04%0.04%0.04%Q4 2013Q2 20143
FSA Wealth Management LLC 330.01%0.01%0.01%Q4 2019Q2 20203
Wellington Shields Capital Management, LLC 210.04%0.06%0.07%Q2 2013Q4 20153
SAC Capital Advisors LP 330.00%0.01%0.01%Q3 2013Q1 20143
SUVRETTA CAPITAL MANAGEMENT, LLC 333.45%3.52%3.59%Q2 2019Q4 20193
Royal Fund Management, LLC 210.00%0.00%0.00%Q4 2017Q2 20193
Grace Capital 330.21%0.45%0.61%Q3 2018Q1 20193
Vident Investment Advisory, LLC 330.01%0.02%0.03%Q4 2022Q2 20233
Graves Light Lenhart Wealth, Inc. 330.00%0.00%0.00%Q4 2021Q2 20223
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.01%0.01%0.01%Q4 2020Q1 20233
Steward Financial Group LLC 210.00%0.00%0.00%Q2 2022Q3 20233
Coppell Advisory Solutions LLC 210.00%0.01%0.01%Q4 2022Q3 20233
Paragon Capital Management LLC 210.00%0.01%0.01%Q1 2019Q1 20203
Cordasco Financial Network 210.00%0.00%0.00%Q2 2018Q2 20213
Curi Wealth Management, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 210.00%0.01%0.01%Q4 2013Q1 20153
PointState Capital LP 210.10%0.19%0.26%Q3 2018Q3 20193
Circle Road Advisors LP 335.99%7.26%9.35%Q2 2019Q4 20193
Petrus Trust Company, LTA 332.27%2.55%2.91%Q3 2019Q1 20203
Jacobi Capital Management LLC 330.02%0.03%0.03%Q3 2021Q1 20223
QS Investors, LLC 210.00%0.00%0.00%Q2 2015Q1 20173
Atlas Private Wealth Management 330.00%0.00%0.00%Q4 2019Q2 20203
ARK Investment Management 330.00%0.00%0.00%Q4 2021Q2 20223
SIENA CAPITAL LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Brick & Kyle, Associates 330.00%0.00%0.00%Q3 2016Q1 20173
XR Securities LLC 210.01%0.02%0.04%Q1 2021Q1 20233
Cornerstone Planning Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Venture Visionary Partners LLC 210.01%0.01%0.02%Q3 2021Q2 20223
NZS Capital, LLC 330.39%0.52%0.61%Q2 2021Q4 20213
ELEMENT CAPITAL MANAGEMENT LLC 330.08%0.10%0.12%Q3 2018Q1 20193
AJO, LP 330.00%0.00%0.01%Q2 2015Q4 20153
BRANDES INVESTMENT PARTNERS, LP 210.00%0.11%0.33%Q4 2012Q3 20133
CoreCap Advisors, LLC 110.00%0.00%0.01%Q4 2021Q4 20223
Householder Group Estate & Retirement Specialist, LLC 110.03%0.03%0.04%Q3 2022Q3 20233
CYNOSURE ADVISORS, LLC 330.15%0.19%0.23%Q4 2017Q2 20183
BENJAMIN EDWARDS INC 330.02%0.03%0.04%Q4 2020Q2 20213
SCOUT INVESTMENTS, INC. 330.01%0.01%0.01%Q2 2021Q4 20213
Archford Capital Strategies, LLC 330.02%0.02%0.03%Q1 2014Q3 20143
APPLIED RESEARCH INVESTMENTS, LLC 336.41%10.06%17.11%Q1 2022Q3 20223
OneAscent Wealth Management LLC 210.44%1.03%2.17%Q4 2020Q4 20213
Amundi 330.00%0.00%0.00%Q1 2023Q3 20233
Cypress Capital Management LLC (WY) 330.01%0.39%0.59%Q1 2018Q3 20183
Icon Wealth Partners, LLC 330.02%0.03%0.04%Q1 2023Q3 20233
MOORE CAPITAL MANAGEMENT, LP 330.05%0.06%0.08%Q2 2021Q4 20213
St. James Investment Advisors, LLC 330.05%0.05%0.06%Q4 2021Q2 20223
Angeles Investment Advisors, LLC 210.03%0.04%0.06%Q2 2020Q3 20233
TRUST DEPARTMENT MB FINANCIAL BANK N A 330.00%0.00%0.00%Q2 2015Q4 20153
Cordatus Wealth Management LLC 210.17%0.21%0.28%Q4 2020Q2 20233
Strengthening Families & Communities, LLC 330.00%0.01%0.02%Q1 2023Q3 20233
Wealthspire Advisors, LLC 110.00%0.01%0.01%Q4 2018Q3 20203
Pathway Financial Advisors LLC 330.02%0.02%0.02%Q4 2017Q2 20183
FirstPurpose Wealth LLC 330.11%0.12%0.13%Q1 2023Q3 20233
Financial Gravity Companies, Inc. 210.29%0.37%0.45%Q4 2017Q4 20183
Lourd Capital, LLC 210.02%0.02%0.03%Q4 2017Q4 20183
Trilogy Capital Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
Morse Asset Management, Inc 210.11%0.24%0.39%Q4 2021Q2 20233
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2017Q3 20183
Knollwood Investment Advisory, LLC 330.09%0.13%0.16%Q4 2022Q2 20233
Convergence Investment Partners, LLC 210.00%0.04%0.08%Q2 2013Q1 20183
ACCOUNT MANAGEMENT LLC 332.47%2.61%2.80%Q4 2021Q2 20223
Ferox Capital Management LP 330.06%0.08%0.10%Q2 2013Q4 20133
Gryphon International Investment CORP 330.76%0.94%1.16%Q1 2021Q3 20213
Operose Advisors LLC 330.01%0.01%0.01%Q1 2023Q3 20233
ALBION FINANCIAL GROUP /UT 210.00%0.00%0.00%Q4 2020Q3 20213
GILDER GAGNON HOWE & CO LLC 330.00%0.67%1.18%Q4 2017Q2 20183
Ledyard National Bank 330.00%0.00%0.00%Q3 2017Q1 20183
NumerixS Investment Technologies Inc 110.02%0.04%0.06%Q3 2017Q2 20203
44 WEALTH MANAGEMENT LLC 210.08%0.11%0.16%Q4 2020Q2 20233
OAK FAMILY ADVISORS, LLC 330.34%1.11%1.59%Q4 2020Q2 20213
Capital Wealth Planning, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Handelsbanken Fonder AB 330.01%0.01%0.01%Q1 2023Q3 20233
Ovata Capital Management Ltd 330.00%2.72%5.33%Q4 2019Q2 20203
BB&T INVESTMENT SERVICES, INC. 330.00%0.00%0.00%Q2 2017Q4 20173
FIR TREE CAPITAL MANAGEMENT LP 330.61%0.71%0.76%Q1 2019Q3 20193
Founders Capital Management 330.02%0.03%0.03%Q2 2023Q4 20233
QCM Cayman, Ltd. 110.08%0.32%0.79%Q4 2014Q2 20173
Capital Investment Advisory Services, LLC 210.03%0.03%0.03%Q1 2021Q4 20213
Yorktown Management & Research Co Inc 330.18%0.20%0.22%Q4 2020Q2 20213
PAX Financial Group, LLC 330.09%0.11%0.13%Q1 2020Q3 20203
Financial Advocates Investment Management 330.02%0.02%0.02%Q1 2023Q3 20233
Jackson, Grant Investment Advisers, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Red Door Wealth Management, LLC 210.00%0.00%0.00%Q1 2020Q2 20213
Gupta Wealth Management LLC 330.00%0.00%0.00%Q3 2015Q1 20163
Centaur Capital 332.22%4.61%6.90%Q1 2018Q3 20183
Strategic Investment Advisors / MI 330.03%0.03%0.04%Q1 2023Q3 20233
LionEye Capital Management LLC 332.54%20.13%54.63%Q2 2013Q4 20133
Foresight Global Investors, Inc. 338.93%10.27%12.39%Q1 2023Q3 20233
IFC Holdings Incorporated/FL 330.03%0.03%0.03%Q2 2017Q4 20173
Holocene Advisors, LP 210.23%0.48%0.63%Q4 2020Q1 20223
Connectus Wealth, LLC 210.02%0.07%0.18%Q4 2021Q3 20233
Shamrock Asset Management LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Hardman Johnston Global Advisors LLC 220.29%0.32%0.36%Q2 2013Q3 20132
Cavalier Investments, LLC 220.33%0.49%0.64%Q4 2017Q1 20182
AMJ Financial Wealth Management 112.61%2.70%2.80%Q4 2019Q2 20232
Lombard Odier Asset Management (USA) Corp 110.09%0.21%0.33%Q3 2015Q3 20162
Fund Evaluation Group, LLC 220.24%0.25%0.26%Q2 2018Q3 20182
Partnervest Advisory Services LLC 220.01%0.01%0.01%Q1 2014Q2 20142
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC 220.11%0.12%0.13%Q1 2015Q2 20152
Nicholas Investment Partners, LP 220.07%0.07%0.08%Q2 2013Q3 20132
Ridgewood Investments LLC 220.02%0.03%0.03%Q1 2023Q2 20232
Quad Capital Management Advisors LLC 110.18%0.28%0.38%Q4 2017Q2 20192
Anavon Capital LLP 1110.58%11.82%13.05%Q3 2018Q4 20192
WELD CAPITAL MANAGEMENT LLC 110.05%0.28%0.52%Q4 2018Q4 20202
Jump Financial, LLC 110.04%0.06%0.09%Q3 2020Q2 20232
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q4 2013Q3 20162
THOMPSON SIEGEL & WALMSLEY LLC 220.22%0.23%0.24%Q3 2014Q4 20142
Segantii Capital Management Ltd 110.10%1.00%1.91%Q4 2013Q2 20142
Nationwide Fund Advisors 220.01%0.01%0.01%Q3 2014Q4 20142
Alera Investment Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
PINNACLE FINANCIAL PARTNERS INC 110.00%0.01%0.01%Q4 2020Q3 20222
Headlands Technologies LLC 220.00%0.00%0.01%Q1 2023Q2 20232
Camarda Financial Advisors, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
GoalVest Advisory LLC 220.01%0.01%0.01%Q2 2023Q3 20232
GW&K Investment Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
ELM ADVISORS, LLC 110.01%0.01%0.02%Q3 2018Q4 20202
WealthBridge Capital Management, LLC 220.00%0.00%0.01%Q4 2018Q1 20192
Systematic Alpha Investments, LLC 220.04%0.05%0.07%Q4 2020Q1 20212
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.01%0.02%Q4 2021Q1 20222
ZACKS INVESTMENT MANAGEMENT 220.01%0.01%0.01%Q4 2017Q1 20182
U.S. Capital Wealth Advisors, LLC 110.00%0.03%0.05%Q4 2022Q3 20232
Loeb Offshore Management LP 220.28%0.42%0.56%Q3 2014Q4 20142
MASTERS CAPITAL MANAGEMENT LLC 110.38%0.38%0.39%Q1 2015Q1 20152
CFM WEALTH PARTNERS LLC 220.02%0.02%0.02%Q1 2020Q2 20202
WHITENER CAPITAL MANAGEMENT, INC. 220.00%0.00%0.00%Q4 2017Q1 20182
Single Point Partners, LLC 220.05%0.05%0.06%Q4 2022Q1 20232
MADISON INVESTMENT HOLDINGS INC 220.21%0.23%0.25%Q1 2015Q2 20152
City State Bank 220.00%0.00%0.00%Q2 2022Q3 20222
Burt Wealth Advisors 220.00%0.00%0.01%Q4 2015Q1 20162
Activest Wealth Management 110.00%0.00%0.00%Q2 2022Q3 20232
ARS Investment Partners, LLC 110.02%0.02%0.03%Q4 2021Q3 20222
IVORY INVESTMENT MANAGEMENT, LLC 220.59%0.82%1.04%Q2 2013Q3 20132
TIGER MANAGEMENT L.L.C. 221.06%1.18%1.29%Q2 2015Q3 20152
MERITAGE PORTFOLIO MANAGEMENT 220.68%0.72%0.76%Q3 2018Q4 20182
Opes Advisors Inc 110.13%0.16%0.19%Q2 2017Q2 20182
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q3 2022Q4 20222
VOYA INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CI INVESTMENTS INC. 220.02%0.02%0.02%Q1 2015Q2 20152
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
Silicon Valley Capital Partners 220.00%0.00%0.00%Q2 2023Q3 20232
DEARBORN PARTNERS LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Crawford Lake Capital Management, LLC 110.05%0.62%1.20%Q4 2017Q2 20182
PICTET ASSET MANAGEMENT LTD 110.00%0.01%0.01%Q1 2014Q2 20192
Andromeda Capital LLC 110.00%0.03%0.05%Q3 2014Q3 20142
HIGHFIELDS CAPITAL MANAGEMENT LP 220.46%0.83%1.20%Q2 2018Q3 20182
Capital Analysts, LLC 110.00%0.00%0.00%Q3 2022Q3 20232
Invictus RG 220.01%0.01%0.01%Q4 2015Q1 20162
MCIA Inc 220.00%0.00%0.00%Q2 2017Q3 20172
Voya Financial Advisors, Inc. 220.02%0.02%0.02%Q4 2020Q1 20212
MYCIO WEALTH PARTNERS, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Tarbox Family Office, Inc. 110.00%0.00%0.01%Q1 2018Q2 20202
JAG CAPITAL MANAGEMENT, LLC 222.14%2.66%3.19%Q4 2017Q1 20182
Golden State Equity Partners 220.14%0.15%0.15%Q4 2020Q1 20212
Eidelman Virant Capital 220.14%0.18%0.23%Q4 2020Q1 20212
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2020Q4 20222
WealthShield Partners, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Advisory Alpha, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
HARDING LOEVNER LP 220.02%0.04%0.05%Q2 2023Q3 20232
Arete Wealth Advisors, LLC 110.03%0.06%0.09%Q1 2023Q3 20232
P SCHOENFELD ASSET MANAGEMENT LP 220.25%0.27%0.30%Q2 2013Q3 20132
RELIANCE TRUST CO OF DELAWARE 110.02%0.02%0.03%Q4 2015Q3 20182
HOEY INVESTMENTS, INC 220.03%0.05%0.06%Q4 2019Q1 20202
Hoxton Financial, Inc. 110.00%0.00%0.00%Q4 2013Q1 20162
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Archer Investment Corp 220.00%0.00%0.00%Q2 2023Q3 20232
Opal Wealth Advisors, LLC 220.23%0.24%0.25%Q4 2020Q1 20212
HIGHBRIDGE CAPITAL MANAGEMENT LLC 220.03%0.05%0.07%Q2 2018Q3 20182
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q1 2020Q3 20202
Bay Harbor Wealth Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
CLOUGH CAPITAL PARTNERS L P 110.34%0.36%0.37%Q2 2013Q1 20162
WRAPMANAGER INC 220.07%0.07%0.08%Q1 2021Q2 20212
WEXFORD CAPITAL LP 110.04%0.22%0.39%Q3 2013Q3 20182
Bienville Capital Management, LLC 220.12%0.15%0.18%Q4 2017Q1 20182
AXA S.A. 220.00%0.00%0.00%Q3 2020Q4 20202
Oak Grove Capital LLC 220.10%0.16%0.22%Q4 2017Q1 20182
BASSO CAPITAL MANAGEMENT, L.P. 220.04%0.05%0.05%Q3 2015Q4 20152
DRW Securities, LLC 110.02%0.18%0.34%Q1 2021Q1 20222
NORTHWEST INVESTMENT COUNSELORS, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Baker Ellis Asset Management LLC 220.03%0.03%0.04%Q3 2019Q4 20192
Portside Wealth Group, LLC 220.12%0.12%0.13%Q2 2023Q3 20232
STANCORP INVESTMENT ADVISERS INC 220.00%0.00%0.00%Q4 2014Q1 20152
First Affirmative Financial Network 220.21%0.21%0.22%Q3 2021Q4 20212
Bramshill Investments, LLC 220.00%0.00%0.01%Q3 2018Q4 20182
FAIRFIELD, BUSH & CO. 220.00%0.00%0.00%Q2 2013Q3 20132
BANK OF NOVA SCOTIA TRUST CO 220.02%0.02%0.02%Q4 2021Q1 20222
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
MARK SHEPTOFF FINANCIAL PLANNING, LLC 220.03%0.24%0.45%Q2 2015Q3 20152
Adalta Capital Management LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Cordant, Inc. 110.00%0.00%0.00%Q3 2020Q3 20212
Price Wealth, LLC 220.07%0.15%0.23%Q2 2020Q3 20202
Transform Wealth, LLC 220.02%0.02%0.02%Q3 2021Q4 20212
Marquette Asset Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
American Financial Network Advisory Services LLC 220.01%0.01%0.01%Q3 2017Q4 20172
CGC Financial Services, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
ATTICUS WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Blueshift Asset Management, LLC 110.05%0.07%0.08%Q2 2019Q2 20212
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q2 2021Q2 20222
HAZLETT, BURT & WATSON, INC. 220.00%0.01%0.01%Q2 2023Q3 20232
WFG Advisors, LP 110.00%0.00%0.01%Q4 2014Q2 20172
CreativeOne Wealth, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Sterling Capital Management LLC 110.00%0.00%0.01%Q1 2014Q4 20152
Destiny Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q4 20222
Shannon River Fund Management LLC 223.16%5.04%6.91%Q2 2016Q3 20162
Portland Hill Asset Management Ltd 220.06%0.06%0.06%Q2 2023Q3 20232
CATAPULT CAPITAL MANAGEMENT LLC 220.06%0.07%0.08%Q2 2013Q3 20132
Alpha Cubed Investments, LLC 220.42%0.89%1.35%Q4 2013Q1 20142
Aevitas Wealth Management, Inc. 220.00%0.00%0.00%Q4 2017Q1 20182
OKABENA INVESTMENT SERVICES INC 220.00%0.01%0.02%Q4 2022Q1 20232
BW Gestao de Investimentos Ltda. 221.88%2.12%2.36%Q1 2022Q2 20222
Amida Capital Management II, LLC 220.15%0.17%0.20%Q1 2013Q2 20132
OppenheimerFunds, Inc. 220.00%0.00%0.00%Q4 2015Q1 20162
Retirement Group, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
WEATHERLY ASSET MANAGEMENT L. P. 220.02%0.02%0.03%Q3 2021Q4 20212
Sabal Capital Management, LLC 222.03%4.07%6.11%Q4 2015Q1 20162
Tabor Asset Management, LP 221.43%1.61%1.80%Q3 2021Q4 20212
J.W. COLE ADVISORS, INC. 110.02%0.02%0.02%Q3 2020Q4 20212
Accuvest Global Advisors 110.03%0.26%0.49%Q2 2019Q4 20192
Private Advisory Group LLC 220.20%0.20%0.20%Q4 2018Q1 20192
SG3 Management, LLC 110.00%0.00%0.01%Q4 2016Q1 20222
Susquehanna International Group Ltd. 110.18%0.91%1.65%Q2 2022Q1 20232
Petix & Botte Co 110.06%0.07%0.08%Q3 2021Q1 20222
WELLINGTON MANAGEMENT GROUP LLP 220.00%0.00%0.00%Q4 2014Q1 20152
DG CAPITAL MANAGEMENT INC 220.16%0.18%0.20%Q2 2015Q3 20152
Valley Brook Capital Group, Inc. 220.00%0.00%0.00%Q4 2020Q1 20212
DDD Partners, LLC 221.77%1.89%2.00%Q4 2017Q1 20182
FNY Partners Fund LP 110.11%1.20%2.29%Q1 2017Q1 20182
Nemes Rush Group LLC 220.01%0.01%0.01%Q2 2023Q3 20232
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q4 20192
Standard Family Office LLC 220.02%0.02%0.03%Q4 2020Q1 20212
Bollard Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
TOMS Capital Investment Management LP 116.68%6.68%6.68%Q2 2019Q2 20192
WASHINGTON TRUST Co 110.00%0.00%0.00%Q2 2018Q1 20202
SENECA CAPITAL INVESTMENTS, L.P. 221.63%1.73%1.84%Q2 2013Q3 20132
RNC CAPITAL MANAGEMENT LLC 220.03%0.03%0.03%Q2 2016Q3 20162
Kaizen Financial Strategies 220.22%0.22%0.22%Q4 2020Q1 20212
BBVA USA 220.01%0.01%0.01%Q2 2021Q3 20212
Islet Management, LP 110.21%0.70%1.20%Q2 2019Q2 20192
Carmel Capital Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
CQS Cayman LP 220.05%0.15%0.26%Q4 2013Q1 20142
Spotlight Asset Group, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
SteelPeak Wealth, LLC 220.02%0.02%0.03%Q2 2021Q3 20212
PDT Partners, LLC 220.01%0.04%0.06%Q1 2015Q2 20152
KCL Capital, L.P. 221.09%1.23%1.37%Q3 2020Q4 20202
BlueCrest Capital Management Ltd 220.01%0.01%0.02%Q2 2018Q3 20182
BRADLEY FOSTER & SARGENT INC/CT 220.01%0.01%0.01%Q4 2020Q1 20212
Harbour Capital Advisors, LLC 220.11%0.12%0.12%Q4 2017Q1 20182
EXCHANGE TRADED CONCEPTS, LLC 220.01%0.01%0.02%Q3 2023Q4 20232
Epoch Investment Partners, Inc. 220.00%0.00%0.00%Q2 2019Q3 20192
Blackhawk Capital Partners LLC. 220.14%0.15%0.16%Q3 2021Q4 20212
Avantax Planning Partners, Inc. 110.00%0.00%0.01%Q1 2018Q3 20182
Cypress Point Wealth Management, LLC 220.02%0.02%0.02%Q1 2021Q2 20212
Kovack Advisors, Inc. 110.02%0.04%0.05%Q4 2019Q4 20212
Gyon Technologies Capital Management, LP 110.07%0.19%0.30%Q1 2021Q2 20222
Passport Capital, LLC 220.04%0.18%0.31%Q4 2016Q1 20172
ShoreHaven Wealth Partners, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
EPG Wealth Management LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Cavalry Management Group, LLC 221.73%2.35%2.96%Q4 2017Q1 20182
Westchester Capital Management, LLC 110.38%0.38%0.38%Q2 2013Q2 20132
PICTON MAHONEY ASSET MANAGEMENT 110.08%0.08%0.09%Q2 2013Q4 20132
EVERMAY WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Lloyd Advisory Services, LLC. 110.00%0.08%0.15%Q4 2019Q3 20232
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 220.03%0.04%0.04%Q4 2021Q1 20222
Sonora Investment Management, LLC 220.01%0.01%0.02%Q2 2021Q3 20212
Farmers & Merchants Trust Co of Chambersburg PA 220.00%0.00%0.00%Q2 2023Q3 20232
Hansberger Growth Investors, LP 223.12%3.38%3.64%Q2 2020Q3 20202
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
First National Bank of Hutchinson 220.20%0.20%0.20%Q2 2023Q3 20232
SMITH ASSET MANAGEMENT GROUP LP 220.01%0.01%0.01%Q2 2013Q3 20132
Savior LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Aspen Grove Capital, LLC 220.10%0.52%0.94%Q1 2023Q2 20232
MURPHY CAPITAL MANAGEMENT INC 220.03%0.03%0.03%Q1 2018Q2 20182
NatWest Group plc 220.00%0.01%0.03%Q2 2014Q3 20142
SITTNER & NELSON, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.03%0.03%0.03%Q1 2020Q1 20201
VisionPoint Advisory Group, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Tradeworx Inc. 110.10%0.10%0.10%Q4 2013Q4 20131
GARDNER LEWIS ASSET MANAGEMENT L P 110.15%0.15%0.15%Q2 2019Q2 20191
ARCADIA INVESTMENT MANAGEMENT CORP/MI 110.00%0.00%0.00%Q2 2023Q2 20231
Ergoteles LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Detwiler Fenton Investment Management LLC 110.21%0.21%0.21%Q2 2013Q2 20131
Forefront Analytics, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
K.J. Harrison & Partners Inc 110.74%0.74%0.74%Q3 2023Q3 20231
CHILDRESS CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Horan Securities, Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
Pinnacle Holdings, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Liberty Mutual Group Asset Management Inc. 110.02%0.02%0.02%Q3 2014Q3 20141
San Luis Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
PUTNAM INVESTMENTS LLC 110.00%0.00%0.00%Q2 2017Q2 20171
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Claro Advisors LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Arlington Trust Co LLC 110.07%0.07%0.07%Q3 2023Q3 20231
GSA CAPITAL PARTNERS LLP 110.06%0.06%0.06%Q3 2021Q3 20211
Western Asset Management Company, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
SYMPHONY ASSET MANAGEMENT LLC 110.05%0.05%0.05%Q1 2015Q1 20151
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Prince Street Capital Management LLC 112.83%2.83%2.83%Q1 2016Q1 20161
Santori & Peters, Inc. 110.02%0.02%0.02%Q4 2017Q4 20171
Nine Chapters Capital Management LLC 110.08%0.08%0.08%Q3 2013Q3 20131
Affiance Financial, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Davis Capital Management 110.02%0.02%0.02%Q2 2020Q2 20201
Winch Advisory Services, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Financial Freedom, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
INVESTMENT CENTERS OF AMERICA INC 110.02%0.02%0.02%Q1 2017Q1 20171
NATIXIS 110.00%0.00%0.00%Q3 2017Q3 20171
PARA ADVISORS LLC 111.06%1.06%1.06%Q2 2013Q2 20131
InterOcean Capital Group, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Enlightenment Research, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
Senator Investment Group LP 110.24%0.24%0.24%Q2 2020Q2 20201
HARBOR ADVISORY CORP /MA/ 110.13%0.13%0.13%Q4 2020Q4 20201
LOGAN CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q2 2022Q2 20221
PHILADELPHIA TRUST CO 110.06%0.06%0.06%Q4 2019Q4 20191
City Financial Investment Co Ltd 110.26%0.26%0.26%Q3 2018Q3 20181
ADVISORY RESEARCH INC 110.02%0.02%0.02%Q3 2020Q3 20201
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.15%0.15%0.15%Q3 2018Q3 20181
London & Capital Asset Management Ltd 110.06%0.06%0.06%Q2 2020Q2 20201
Shay Capital LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Pinpoint Asset Management Ltd 110.23%0.23%0.23%Q3 2023Q3 20231
Meru Capital Group, LP 110.18%0.18%0.18%Q3 2013Q3 20131
Heritage Wealth Advisors 110.00%0.00%0.00%Q4 2019Q4 20191
ArchPoint Investors 110.07%0.07%0.07%Q3 2021Q3 20211
Litespeed Management, L.L.C. 110.75%0.75%0.75%Q4 2013Q4 20131
DODGE & COX 110.00%0.00%0.00%Q2 2013Q2 20131
Mitsubishi UFJ Securities Holdings Co., Ltd. 110.80%0.80%0.80%Q2 2013Q2 20131
Thrax Management, LLC 111.61%1.61%1.61%Q3 2016Q3 20161
Symphony Financial, Ltd. Co. 110.10%0.10%0.10%Q1 2022Q1 20221
BOARDMAN BAY CAPITAL MANAGEMENT LLC 112.46%2.46%2.46%Q4 2016Q4 20161
HRT FINANCIAL LP 110.01%0.01%0.01%Q1 2023Q1 20231
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Ground Swell Capital, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Paulson Wealth Management Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
SAMLYN CAPITAL, LLC 110.25%0.25%0.25%Q2 2019Q2 20191
Gladstone Capital Management LLP 114.76%4.76%4.76%Q2 2023Q2 20231
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Schonfeld Group Holdings LLC 110.09%0.09%0.09%Q1 2014Q1 20141
CAPITAL CITY TRUST CO/FL 110.00%0.00%0.00%Q2 2013Q2 20131
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Point72 Hong Kong Ltd 111.16%1.16%1.16%Q2 2018Q2 20181
Personal Capital Advisors Corp 110.00%0.00%0.00%Q4 2021Q4 20211
Fore Research & Management, LP 110.03%0.03%0.03%Q2 2013Q2 20131
Future Financial Wealth Managment LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Newman & Schimel, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
Cider Mill Investments LP 117.90%7.90%7.90%Q4 2018Q4 20181
River Road Asset Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Skandinaviska Enskilda Banken AB (publ) 110.03%0.03%0.03%Q3 2020Q3 20201
Sound Income Strategies, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Evercore Wealth Management, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Hudson Bay Capital Management LP 110.33%0.33%0.33%Q3 2014Q3 20141
Tuttle Capital Management, LLC 110.44%0.44%0.44%Q3 2018Q3 20181
1919 Investment Counsel, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
Folger Hill Asset Management LP 110.18%0.18%0.18%Q4 2015Q4 20151
Close Asset Management Ltd 110.32%0.32%0.32%Q1 2021Q1 20211
Man Group plc 110.02%0.02%0.02%Q2 2018Q2 20181
CoreFirst Bank & Trust 110.00%0.00%0.00%Q3 2023Q3 20231
Avidian Wealth Solutions, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
OVERSEA-CHINESE BANKING Corp Ltd 110.04%0.04%0.04%Q3 2023Q3 20231
Baron Wealth Management LLC 110.14%0.14%0.14%Q4 2023Q4 20231
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
MBM Wealth Consultants, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
AXQ CAPITAL, LP 110.10%0.10%0.10%Q3 2023Q3 20231
OLD MISSION CAPITAL, LLC 110.49%0.49%0.49%Q4 2020Q4 20201
GUYASUTA INVESTMENT ADVISORS INC 110.04%0.04%0.04%Q3 2014Q3 20141
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
White Knight Strategic Wealth Advisors, LLC 110.23%0.23%0.23%Q4 2021Q4 20211
TURNER INVESTMENTS LLC 110.06%0.06%0.06%Q1 2015Q1 20151
Rotella Capital Management, Inc. 110.22%0.22%0.22%Q1 2015Q1 20151
Deep Field Asset Management LLC 112.81%2.81%2.81%Q4 2018Q4 20181
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
BBT Capital Management, LLC 110.10%0.10%0.10%Q2 2013Q2 20131
Tyler-Stone Wealth Management 110.07%0.07%0.07%Q4 2021Q4 20211
GETCO Holding Company, LLC 110.06%0.06%0.06%Q2 2013Q2 20131
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Delek Group, Ltd. 110.03%0.03%0.03%Q2 2019Q2 20191
Bellwether Investment Group, LLC 110.03%0.03%0.03%Q1 2017Q1 20171
FIRST HORIZON CORP 110.00%0.00%0.00%Q4 2020Q4 20201
Newport Asia LLC 110.12%0.12%0.12%Q2 2015Q2 20151
Fernwood Investment Management, LLC 110.23%0.23%0.23%Q4 2014Q4 20141
Brevan Howard Capital Management LP 110.06%0.06%0.06%Q2 2023Q2 20231
BEACON FINANCIAL GROUP 110.05%0.05%0.05%Q1 2018Q1 20181
Seelaus Asset Management LLC 110.12%0.12%0.12%Q4 2021Q4 20211
Cartenna Capital, LP 112.06%2.06%2.06%Q2 2023Q2 20231
Barnett & Company, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Silicon Hills Wealth Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
ANDERSON HOAGLAND & CO 111.61%1.61%1.61%Q2 2015Q2 20151
SYSTM Wealth Solutions LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Raging Capital Management, LLC 110.95%0.95%0.95%Q4 2013Q4 20131
WEBSTER BANK, N. A. 110.00%0.00%0.00%Q4 2016Q4 20161
Canton Hathaway, LLC 110.10%0.10%0.10%Q3 2020Q3 20201
Destination Wealth Management 110.00%0.00%0.00%Q1 2019Q1 20191
MONETTA FINANCIAL SERVICES INC 110.28%0.28%0.28%Q1 2015Q1 20151
Kovitz Investment Group Partners, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Rainier Group Investment Advisory LLC 110.08%0.08%0.08%Q3 2018Q3 20181
Wealth Architects, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
M&R CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q4 2023Q4 20231
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
ASTURIAS CAPITAL LLC 112.76%2.76%2.76%Q2 2019Q2 20191
BNC WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Castle Creek Arbitrage, LLC 111.14%1.14%1.14%Q1 2020Q1 20201
Moreno Evelyn V 110.06%0.06%0.06%Q3 2023Q3 20231
SIGNET FINANCIAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Valued Wealth Advisors LLC 110.01%0.01%0.01%Q4 2023Q4 20231
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 110.00%0.00%0.00%Q1 2022Q1 20221
S. MUOIO & CO. LLC 110.35%0.35%0.35%Q3 2018Q3 20181
Holowesko Partners Ltd. 113.18%3.18%3.18%Q4 2020Q4 20201
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
CAMBRIDGE TRUST CO 110.01%0.01%0.01%Q4 2021Q4 20211
Bremer Bank National Association 110.02%0.02%0.02%Q1 2019Q1 20191
GLG Partners LP 110.09%0.09%0.09%Q1 2016Q1 20161
AlphaOne Investment Services, LLC 111.56%1.56%1.56%Q1 2014Q1 20141
Provenire Capital, LLC 110.44%0.44%0.44%Q3 2020Q3 20201
Princeton Alpha Management LP 110.05%0.05%0.05%Q3 2014Q3 20141
Darwin Wealth Management, LLC 110.69%0.69%0.69%Q4 2020Q4 20201
Guidance Point Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
TUDOR INVESTMENT CORP ET AL 110.03%0.03%0.03%Q2 2023Q2 20231
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q2 2016Q2 20161
Sender Co & Partners, Inc. 110.95%0.95%0.95%Q4 2021Q4 20211
Perella Weinberg Partners Capital Management LP 110.36%0.36%0.36%Q2 2013Q2 20131
Bellwether Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Farmer Steven Patrick 110.01%0.01%0.01%Q2 2022Q2 20221
Colonial River Wealth Management, LLC 110.30%0.30%0.30%Q2 2023Q2 20231
Fosun International Ltd 110.09%0.09%0.09%Q3 2023Q3 20231
O'Brien Wealth Partners LLC 110.00%0.00%0.00%Q3 2018Q3 20181
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Compass Ion Advisors, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
JACKSON PARK CAPITAL, LLC 111.32%1.32%1.32%Q2 2015Q2 20151
Old North State Trust, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Delpha Capital Management, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
RONALD BLUE & CO LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Strategic Capital Alternatives LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Empire Capital Management, L.L.C. 110.43%0.43%0.43%Q3 2013Q3 20131
Pinnacle Advisory Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
SpiderRock Advisors, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Ninety One North America, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Everett Capital Advisors UK LLP 111.80%1.80%1.80%Q2 2019Q2 20191
Argent Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Granite Bay Wealth Management, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
RWA WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Krilogy Financial LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Schwab Charitable Fund 110.26%0.26%0.26%Q4 2018Q4 20181
WIPFLI FINANCIAL ADVISORS LLC, 110.04%0.04%0.04%Q3 2022Q3 20221
Advocacy Wealth Management Services, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
FIDUCIARY TRUST INTERNATIONAL LLC 110.00%0.00%0.00%Q4 2018Q4 20181
RMB Capital Management, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
C M BIDWELL & ASSOCIATES LTD 110.27%0.27%0.27%Q3 2018Q3 20181
Resurgent Financial Advisors LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Evolution Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Investment Counsel Inc. 110.24%0.24%0.24%Q2 2016Q2 20161
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Lakewood Asset Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
JARISLOWSKY, FRASER Ltd 110.00%0.00%0.00%Q2 2021Q2 20211
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Jabre Capital Partners S.A. 110.93%0.93%0.93%Q4 2013Q4 20131
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q2 2018Q2 20181
3G Capital Partners 1110.32%10.32%10.32%Q1 2023Q1 20231
GM Advisory Group, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
LVW Advisors, LLC 110.14%0.14%0.14%Q4 2019Q4 20191
Westend Capital Management, LLC 110.03%0.03%0.03%Q2 2013Q2 20131
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
MIZUHO SECURITIES USA LLC 110.10%0.10%0.10%Q1 2016Q1 20161
Cornerstone Wealth Group, LLC 110.54%0.54%0.54%Q1 2021Q1 20211
JUMP TRADING, LLC 110.16%0.16%0.16%Q2 2020Q2 20201
MBB PUBLIC MARKETS I LLC 110.01%0.01%0.01%Q4 2021Q4 20211
QRG CAPITAL MANAGEMENT, INC. 110.06%0.06%0.06%Q3 2023Q3 20231
Honeycomb Asset Management LP 111.09%1.09%1.09%Q2 2019Q2 20191
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
OPTIMAS CAPITAL Ltd 111.70%1.70%1.70%Q1 2023Q1 20231
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
MASON CAPITAL MANAGEMENT LLC 110.18%0.18%0.18%Q3 2013Q3 20131
Widmann Financial Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Castleview Partners, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
LYRICAL ASSET MANAGEMENT LP 110.00%0.00%0.00%Q4 2022Q4 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MIRABELLA FINANCIAL SERVICES LLP 110.30%0.30%0.30%Q1 2022Q1 20221
PINNBROOK CAPITAL MANAGEMENT LP 112.11%2.11%2.11%Q1 2023Q1 20231
NORDEN GROUP LLC 110.15%0.15%0.15%Q3 2023Q3 20231
CALDWELL & ORKIN INC 110.39%0.39%0.39%Q2 2017Q2 20171
Edge Advisors, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
BAINCO INTERNATIONAL INVESTORS 110.00%0.00%0.00%Q1 2020Q1 20201
Pine Haven Investment Counsel, Inc 110.21%0.21%0.21%Q4 2021Q4 20211
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
GEMS MANAGEMENT LTD 112.92%2.92%2.92%Q2 2013Q2 20131
Enterprise Trust & Investment Co 110.00%0.00%0.00%Q2 2022Q2 20221
Clean Yield Group 110.00%0.00%0.00%Q1 2019Q1 20191
Accurate Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
KRS Capital Management, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Advisors Preferred, LLC 110.06%0.06%0.06%Q3 2014Q3 20141
Regent Peak Wealth Advisors LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Valentine Capital Asset Management, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Raleigh Capital Management Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
BARINGS LLC 110.03%0.03%0.03%Q1 2017Q1 20171
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Rossmore Private Capital 110.01%0.01%0.01%Q4 2017Q4 20171
Carnegie Capital Asset Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
TCG Advisory Services, LLC 110.07%0.07%0.07%Q1 2021Q1 20211
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 111.08%1.08%1.08%Q1 2020Q1 20201
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Lighthouse Investment Partners, LLC 110.39%0.39%0.39%Q3 2023Q3 20231
BLACKROCK ADVISORS LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Central Asset Investments & Management Holdings (HK) Ltd 110.52%0.52%0.52%Q2 2015Q2 20151
TCWP LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Norman Fields, Gottscho Capital Management, LLC 110.21%0.21%0.21%Q2 2023Q2 20231
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Hudock, Inc. 110.00%0.00%0.00%Q2 2013Q2 20131
Moab Capital Partners 111.59%1.59%1.59%Q2 2019Q2 20191
FIL Ltd 110.01%0.01%0.01%Q4 2018Q4 20181
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
SkyTop Capital Management LLC 114.29%4.29%4.29%Q2 2017Q2 20171
COASTLAND CAPITAL LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Odey Asset Management LLP 111.04%1.04%1.04%Q2 2023Q2 20231
Barrett Asset Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Magnetar Financial LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Meridian Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Paragon Wealth Strategies, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
HM PAYSON & CO 110.00%0.00%0.00%Q2 2022Q2 20221
WealthOne, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Maven Securities LTD 110.57%0.57%0.57%Q2 2018Q2 20181
Vident Advisory, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Gerber Kawasaki Wealth & Investment Management 110.01%0.01%0.01%Q3 2021Q3 20211
Tyrus Capital S.A.M. 116.98%6.98%6.98%Q4 2013Q4 20131
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Glass Jacobson Investment Advisors llc 110.00%0.00%0.00%Q2 2023Q2 20231
Rathbones Group PLC 110.02%0.02%0.02%Q3 2023Q3 20231
MADDEN SECURITIES Corp 110.00%0.00%0.00%Q4 2022Q4 20221
DeDora Capital, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
Pinnacle Summer Investments, Inc. 110.00%0.00%0.00%Q3 2014Q3 20141
U S GLOBAL INVESTORS INC 110.04%0.04%0.04%Q2 2013Q2 20131
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
WESTWOOD MANAGEMENT CORP /IL/ 110.07%0.07%0.07%Q1 2021Q1 20211
Strategic Blueprint, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
TFC Financial Management, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q3 2023Q3 20231
Moser Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
MOODY NATIONAL BANK TRUST DIVISION 110.00%0.00%0.00%Q4 2018Q4 20181
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
RPg Family Wealth Advisory, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
W.G. Shaheen & Associates DBA Whitney & Co 110.00%0.00%0.00%Q3 2018Q3 20181
Garelick Capital Partners, LP 112.39%2.39%2.39%Q3 2016Q3 20161
Ahrens Investment Partners LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Graticule Asia Macro Advisors LLC 112.03%2.03%2.03%Q4 2019Q4 20191
Sterling Manor Financial, LLC 110.23%0.23%0.23%Q4 2020Q4 20201
Mariner Wealth Advisors-NYC, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
MACKENZIE FINANCIAL CORP 110.00%0.00%0.00%Q4 2019Q4 20191
Field & Main Bank 110.00%0.00%0.00%Q2 2022Q2 20221
COMPLEX CAPITAL MANAGEMENT, LLC 115.85%5.85%5.85%Q4 2018Q4 20181
Atom Investors LP 110.34%0.34%0.34%Q2 2019Q2 20191
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
DRIEHAUS CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q1 2016Q1 20161
FIRST MERCANTILE TRUST CO 110.00%0.00%0.00%Q1 2015Q1 20151
ALESCO ADVISORS LLC 110.04%0.04%0.04%Q4 2019Q4 20191
CenterStar Fund, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
STOCK YARDS BANK & TRUST CO 110.02%0.02%0.02%Q4 2021Q4 20211
Aureus Asset Management, LLC 110.06%0.06%0.06%Q4 2016Q4 20161
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.26%0.26%0.26%Q1 2016Q1 20161
Summit Global Investments 110.09%0.09%0.09%Q3 2021Q3 20211
Regency Capital Management Inc.\DE 110.00%0.00%0.00%Q2 2021Q2 20211
NKCFO LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Legacy Capital Group California, Inc. 110.16%0.16%0.16%Q3 2023Q3 20231
One Capital Management, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Great Diamond Partners, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
EQUITABLE TRUST CO 110.01%0.01%0.01%Q1 2022Q1 20221
Breeden Capital Management 110.82%0.82%0.82%Q2 2013Q2 20131
Franklin, Parlapiano, Turner & Welch, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Atwater Malick LLC 110.01%0.01%0.01%Q3 2019Q3 20191
JEPPSON WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
Ausdal Financial Partners, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
LGT Fund Management Co Ltd. 110.91%0.91%0.91%Q4 2021Q4 20211
Stone Toro Investment Advisers, LP 110.32%0.32%0.32%Q1 2014Q1 20141
Well Done, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Perkins Coie Trust Co 110.00%0.00%0.00%Q3 2023Q3 20231
COMERICA SECURITIES,INC. 110.01%0.01%0.01%Q4 2022Q4 20221
AlphaMark Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
American Research & Management Co. 110.00%0.00%0.00%Q3 2022Q3 20221
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q2 2019Q2 20191
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
West Financial Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
MCF Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
J.Safra Asset Management Corp 110.21%0.21%0.21%Q2 2016Q2 20161
Karp Capital Management Corp 110.13%0.13%0.13%Q1 2017Q1 20171
R&F Capital Advisors LP 110.07%0.07%0.07%Q1 2017Q1 20171
Farmers National Bank 110.00%0.00%0.00%Q1 2019Q1 20191
External links

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