SUBURBAN PROPANE PARTNERS L shareholder history

Current and past SUBURBAN PROPANE PARTNERS L shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.00%Q2 2013Q3 2023112
BARCLAYS PLC 42420.00%0.00%0.01%Q2 2013Q3 202392
Citadel Advisors 3030.00%0.00%0.00%Q3 2013Q3 202378
Cutler Group LLC / CA 1230.00%0.00%0.04%Q4 2015Q4 202259
HUNTINGTON NATIONAL BANK 2010.00%0.00%0.01%Q1 2009Q3 202349
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.02%Q1 2012Q3 202346
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202344
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202344
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202343
BROWN BROTHERS HARRIMAN & CO 43430.00%0.00%0.00%Q1 2013Q3 202343
FIRST MANHATTAN CO. LLC. 42420.00%0.00%0.00%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.00%0.09%0.36%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.00%0.02%0.06%Q2 2013Q3 202342
ClearBridge Investments 42420.01%0.02%0.06%Q2 2013Q3 202342
Arrow Investment Advisors, LLC 42420.11%0.18%0.30%Q2 2013Q3 202342
Creative Planning 42420.00%0.00%0.01%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.00%0.02%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.03%Q2 2013Q3 202342
PEAK6 Group LLC 810.00%0.01%0.02%Q2 2013Q2 201842
LPL Financial LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
Janney Montgomery Scott LLC 42420.00%0.02%0.08%Q2 2013Q3 202342
JPMORGAN CHASE & CO 3740.00%0.01%0.03%Q2 2013Q3 202341
Walleye Trading LLC 1310.00%0.00%0.01%Q2 2013Q2 202341
HighTower Advisors, LLC 3740.00%0.01%0.02%Q2 2013Q3 202341
US BANCORP \DE\ 41410.00%0.00%0.00%Q2 2013Q2 202341
BLAIR WILLIAM & CO/IL 40400.00%0.00%0.01%Q2 2013Q1 202340
BANK OF MONTREAL /CAN/ 3820.00%0.00%0.01%Q2 2013Q3 202340
Energy Income Partners, LLC 24160.09%0.61%2.09%Q2 2013Q3 202340
DELTA ASSET MANAGEMENT LLC/TN 3540.00%0.00%0.00%Q2 2013Q3 202339
Plante Moran Financial Advisors, LLC 39390.00%0.01%0.01%Q1 2014Q3 202339
CITIGROUP INC 3310.00%0.00%0.02%Q2 2013Q3 202337
WOLVERINE TRADING, LLC 620.00%0.00%0.00%Q2 2016Q3 202237
CREDIT SUISSE AG/ 3420.00%0.00%0.02%Q1 2013Q3 202237
KINGS POINT CAPITAL MANAGEMENT 36360.00%0.01%0.02%Q2 2013Q1 202236
BOWEN HANES & CO INC 2790.18%0.42%0.81%Q2 2013Q3 202336
STIFEL FINANCIAL CORP 36360.00%0.01%0.03%Q4 2014Q3 202336
Community Bank, N.A. 36360.00%0.00%0.00%Q4 2014Q3 202336
Allworth Financial LP 35350.00%0.00%0.00%Q1 2015Q3 202335
Cordasco Financial Network 35350.01%0.05%0.20%Q4 2013Q2 202235
GUGGENHEIM CAPITAL LLC 3410.00%0.01%0.03%Q2 2013Q3 202335
Raymond James Financial Services Advisors, Inc. 3410.00%0.02%0.08%Q2 2013Q3 202335
AllSquare Wealth Management LLC 25100.00%0.02%0.04%Q4 2014Q3 202335
Edge Wealth Management LLC 35350.00%0.00%0.01%Q2 2013Q4 202135
Private Advisor Group, LLC 2860.00%0.01%0.05%Q4 2014Q3 202334
NOVARE CAPITAL MANAGEMENT LLC 34340.11%0.47%0.98%Q2 2013Q3 202134
AMERIPRISE FINANCIAL INC 2220.00%0.00%0.00%Q2 2013Q1 202234
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.00%Q3 2013Q3 202333
KEYBANK NATIONAL ASSOCIATION/OH 32320.00%0.00%0.01%Q4 2012Q3 202032
HM PAYSON & CO 19130.00%0.01%0.02%Q3 2015Q3 202332
FEDERATED HERMES, INC. 32320.00%0.01%0.01%Q4 2015Q3 202332
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 32320.00%0.00%0.01%Q2 2013Q1 202132
Focused Wealth Management, Inc 32320.00%0.00%0.01%Q4 2015Q3 202332
IFP Advisors, Inc 17140.00%0.01%0.02%Q4 2015Q3 202331
OPTIMUM INVESTMENT ADVISORS 2470.00%0.01%0.03%Q3 2013Q4 202331
ALBERT D MASON INC 2280.15%0.56%1.51%Q2 2013Q4 202030
JANE STREET GROUP, LLC 810.00%0.00%0.01%Q1 2014Q3 202330
Tradewinds Capital Management, LLC 30300.00%0.00%0.01%Q4 2014Q1 202230
Geneos Wealth Management Inc. 2640.00%0.02%0.06%Q1 2016Q3 202330
COMMERCE BANK 29290.00%0.01%0.03%Q1 2013Q1 202029
KING LUTHER CAPITAL MANAGEMENT CORP 29290.00%0.00%0.01%Q2 2013Q2 202029
Winslow, Evans & Crocker, Inc. 29290.00%0.00%0.02%Q4 2013Q4 202029
Bank of New York Mellon Corp 29290.00%0.00%0.00%Q2 2013Q2 202029
SFE Investment Counsel 29290.08%0.39%0.75%Q2 2013Q2 202029
DEUTSCHE BANK AG\ 2610.00%0.00%0.01%Q3 2013Q3 202228
J.P. Morgan Private Wealth Advisors LLC 2260.00%0.00%0.01%Q4 2013Q3 202328
Spot Trading L.L.C 710.00%0.01%0.02%Q2 2013Q1 201728
BENJAMIN F. EDWARDS & COMPANY, INC. 28280.00%0.02%0.12%Q2 2013Q1 202028
D.A. DAVIDSON & CO. 28280.00%0.00%0.01%Q2 2013Q1 202028
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.01%0.02%Q2 2013Q4 201927
Mariner, LLC 2610.00%0.14%1.60%Q2 2013Q3 202327
TRUST CO OF VERMONT 2520.00%0.03%0.07%Q2 2013Q3 202027
Hudock, Inc. 27270.00%0.01%0.05%Q2 2013Q4 201927
M&T BANK CORP 26260.00%0.00%0.01%Q2 2013Q3 201926
GLENMEDE TRUST CO NA 1730.00%0.01%0.04%Q2 2013Q1 202026
CIBC Private Wealth Group, LLC 2410.01%0.08%0.22%Q1 2014Q2 202126
AlphaMark Advisors, LLC 2150.00%0.04%0.06%Q1 2017Q3 202326
Lee Financial Co 25250.00%0.01%0.04%Q4 2016Q4 202225
Texas Yale Capital Corp. 25250.03%0.30%0.54%Q2 2013Q2 201925
OppenheimerFunds, Inc. 25250.01%0.11%0.20%Q1 2013Q1 201925
BESSEMER GROUP INC 2410.00%0.00%0.00%Q2 2013Q4 202125
NORTHERN TRUST CORP 25250.00%0.00%0.00%Q2 2013Q2 201925
PEAK6 Investments LLC 820.00%0.00%0.01%Q3 2020Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Sigma Planning Corp 2310.01%0.01%0.03%Q1 2015Q3 202324
Endurance Wealth Management, Inc. 24240.00%0.00%0.01%Q3 2016Q2 202224
Legacy Financial Strategies, LLC 24240.10%0.27%0.50%Q4 2017Q3 202324
Tower Research Capital LLC (TRC) 610.00%0.00%0.03%Q2 2013Q3 202324
Global Retirement Partners, LLC 1670.00%0.00%0.01%Q4 2017Q3 202323
Financial Architects, Inc 1820.01%0.03%0.08%Q2 2013Q2 202023
PEOPLES FINANCIAL SERVICES CORP. 23230.00%0.01%0.01%Q4 2013Q2 201923
FIFTH THIRD BANCORP 1410.00%0.00%0.00%Q2 2013Q2 202223
Invesco Ltd. 1810.00%0.02%0.06%Q2 2013Q3 202322
COHEN & STEERS, INC. 1930.00%0.02%0.05%Q2 2013Q2 201922
Renaissance Technologies 1390.00%0.01%0.03%Q4 2013Q4 201922
CULLEN/FROST BANKERS, INC. 1930.00%0.00%0.01%Q2 2013Q3 202322
Evercore Wealth Management, LLC 1930.00%0.01%0.04%Q2 2013Q3 202322
Estabrook Capital Management 22220.00%0.01%0.02%Q2 2013Q3 201822
BB&T SECURITIES, LLC 22220.00%0.01%0.03%Q2 2013Q3 201822
SEI INVESTMENTS CO 11100.00%0.00%0.00%Q4 2015Q2 202121
Rafferty Asset Management, LLC 2010.02%0.08%0.26%Q1 2015Q3 202021
Avior Wealth Management, LLC 21210.00%0.00%0.00%Q3 2015Q3 202021
Corbenic Partners LLC 1110.02%0.14%0.26%Q1 2015Q2 202221
Steward Partners Investment Advisory, LLC 1830.00%0.00%0.01%Q1 2018Q3 202321
MANUFACTURERS LIFE INSURANCE COMPANY, THE 21210.00%0.00%0.00%Q2 2013Q2 201821
Camarda Financial Advisors, LLC 2010.06%0.15%0.27%Q2 2013Q3 201821
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
Cowen Prime Services LLC 20200.03%0.07%0.21%Q3 2016Q2 202120
TRUSTCORE FINANCIAL SERVICES, LLC 1640.00%0.00%0.00%Q4 2017Q4 202220
Advocacy Wealth Management Services, LLC 1710.00%0.16%0.98%Q2 2013Q1 202220
Global X Management CO LLC 1280.00%0.16%0.43%Q2 2013Q2 201820
Archer Investment Corp 20200.04%0.09%0.19%Q4 2018Q3 202320
Advisory Services Network, LLC 1310.00%0.00%0.00%Q2 2016Q1 202320
Sound Income Strategies, LLC 19190.00%0.01%0.02%Q1 2019Q3 202319
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.00%0.00%0.02%Q3 2018Q3 202319
Mirae Asset Global Investments Co., Ltd. 19190.00%0.01%0.04%Q1 2019Q3 202319
VAN ECK ASSOCIATES CORP 1540.00%0.01%0.03%Q1 2016Q3 202319
SIMPLEX TRADING, LLC 820.00%0.00%0.02%Q4 2014Q2 202219
NEXT Financial Group, Inc 1320.00%0.06%0.13%Q3 2014Q1 202019
AdvisorNet Financial, Inc 1360.00%0.00%0.01%Q4 2017Q3 202319
CITIZENS FINANCIAL GROUP INC/RI 19190.00%0.00%0.00%Q4 2015Q2 202019
Kistler-Tiffany Companies, LLC 1710.00%0.00%0.00%Q2 2013Q2 202318
Commonwealth Equity Services, Inc 18180.01%0.03%0.08%Q2 2013Q3 201718
Sumitomo Mitsui Trust Holdings, Inc. 1120.00%0.00%0.00%Q4 2016Q4 202118
Princeton Global Asset Management LLC 18180.02%0.05%0.14%Q2 2019Q3 202318
ALLIANCEBERNSTEIN L.P. 18180.00%0.00%0.00%Q2 2013Q3 201718
Aspire Private Capital, LLC 1350.00%0.02%0.07%Q4 2018Q3 202318
OPPENHEIMER & CO INC 1080.01%0.01%0.02%Q2 2013Q3 202318
REGIONS FINANCIAL CORP 990.00%0.00%0.01%Q2 2013Q3 201918
BNP PARIBAS FINANCIAL MARKETS 1080.00%0.00%0.01%Q4 2017Q3 202318
Alexandria Capital, LLC 18180.00%0.00%0.01%Q2 2013Q3 201718
SYNOVUS FINANCIAL CORP 1620.00%0.00%0.01%Q2 2013Q1 201918
CAPTRUST FINANCIAL ADVISORS 1170.00%0.00%0.00%Q1 2018Q3 202218
Vantage Investment Advisors, LLC 17170.01%0.04%0.07%Q4 2013Q4 201717
SALEM INVESTMENT COUNSELORS INC 820.00%0.01%0.04%Q2 2013Q3 202317
ARROW FINANCIAL CORP 17170.00%0.00%0.00%Q2 2013Q2 201717
People's United Financial, Inc. 17170.00%0.00%0.00%Q2 2013Q2 201717
COWEN INC. 940.00%0.05%0.11%Q1 2013Q4 201717
NATIONAL PLANNING CORP 17170.02%0.03%0.06%Q3 2013Q3 201717
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1510.00%0.01%0.02%Q2 2013Q4 201717
Cetera Advisor Networks LLC 910.00%0.01%0.02%Q1 2015Q3 202317
GROUP ONE TRADING, L.P. 910.00%0.00%0.00%Q3 2013Q3 202217
Hartford Financial Management Inc. 1210.00%0.00%0.01%Q3 2016Q3 202117
UBS AG 660.00%0.00%0.01%Q2 2013Q3 201417
Jacobus Wealth Management, Inc. 16160.05%0.08%0.12%Q4 2013Q3 201716
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 16160.05%0.12%0.21%Q2 2013Q1 201716
Carroll Financial Associates, Inc. 1420.00%0.00%0.00%Q2 2014Q4 202116
First Eagle Investment Management, LLC 16160.01%0.02%0.06%Q2 2013Q1 201716
HITE Hedge Asset Management LLC 1210.09%2.51%8.09%Q2 2013Q1 202016
Selective Wealth Management, Inc. 1510.01%0.54%5.97%Q3 2018Q3 202216
FMR LLC 710.00%0.00%0.00%Q4 2018Q3 202316
METROPOLITAN LIFE INSURANCE CO/NY 970.01%0.04%0.07%Q2 2013Q2 201716
Chicago Partners Investment Group LLC 16160.00%0.00%0.01%Q4 2014Q3 201816
MCF Advisors LLC 16160.00%0.03%0.08%Q4 2011Q3 201516
ATWOOD & PALMER INC 1110.00%0.05%0.24%Q2 2013Q4 201816
BUSH ODONNELL INVESTMENT ADVISORS INC 16160.14%0.22%0.33%Q2 2013Q1 201716
Ironwood Financial, llc 730.00%0.01%0.03%Q1 2015Q4 201916
STATE STREET CORP 16160.00%0.00%0.00%Q2 2013Q1 201716
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
Grace Capital 15150.14%1.49%2.72%Q2 2013Q4 201615
BARINGS LLC 1310.00%0.01%0.02%Q3 2013Q3 201815
HARBOR INVESTMENT ADVISORY, LLC 1230.00%0.00%0.00%Q4 2019Q3 202315
KELLEHER FINANCIAL ADVISORS 15150.83%1.62%2.28%Q2 2013Q4 201615
AMERICAN INTERNATIONAL GROUP, INC. 1230.00%0.00%0.01%Q2 2013Q2 202115
LEVIN CAPITAL STRATEGIES, L.P. 15150.26%0.50%0.96%Q1 2020Q3 202315
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 15150.00%0.02%0.03%Q4 2017Q2 202115
Parallax Volatility Advisers, L.P. 510.00%0.00%0.00%Q2 2014Q3 202215
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
MSI Financial Services Inc 15150.00%0.01%0.01%Q2 2013Q4 201615
NATIXIS 920.00%0.03%0.07%Q1 2019Q3 202315
HIGH POINT BANK & TRUST CO 15150.06%0.13%0.17%Q2 2013Q4 201615
Center for Financial Planning, Inc. 14140.00%0.00%0.00%Q4 2019Q1 202314
MILLER HOWARD INVESTMENTS INC /NY 14140.08%0.12%0.30%Q1 2017Q2 202014
HIGHLAND CAPITAL MANAGEMENT LP 14140.03%0.04%0.05%Q1 2016Q2 201914
Royal Fund Management, LLC 14140.00%0.00%0.01%Q4 2016Q1 202014
WOODMONT INVESTMENT COUNSEL LLC 13130.01%0.37%0.52%Q1 2014Q1 201714
NICHOLS & PRATT ADVISERS LLP /MA 1040.02%0.03%0.03%Q2 2013Q4 201614
SMITH CHAS P & ASSOCIATES PA CPAS 14140.03%0.09%0.14%Q2 2013Q3 201614
Bogart Wealth, LLC 1220.00%0.00%0.01%Q3 2017Q4 202214
Mosaic Family Wealth, LLC 14140.02%0.04%0.07%Q4 2015Q1 201914
WADDELL & REED FINANCIAL INC 14140.00%0.00%0.00%Q2 2013Q3 201614
Joel Isaacson & Co., LLC 710.00%0.00%0.02%Q4 2012Q3 201614
Bruderman Asset Management, LLC 810.03%0.04%0.07%Q1 2015Q1 201914
BDO Wealth Advisors, LLC 1010.00%0.00%0.01%Q2 2017Q2 202314
ING GROEP NV 410.01%0.05%0.22%Q3 2014Q1 202314
PINNACLE FINANCIAL PARTNERS INC 14140.01%0.02%0.04%Q2 2017Q3 202014
Anchor Investment Management, LLC 13130.00%0.00%0.01%Q1 2016Q1 201913
CENTRAL TRUST Co 510.00%0.00%0.00%Q2 2013Q3 202313
WESTPORT RESOURCES MANAGEMENT INC 13130.00%0.14%0.21%Q2 2013Q2 201613
BOKF, NA 1030.00%0.01%0.01%Q2 2013Q3 202313
Raab & Moskowitz Asset Management LLC 13130.20%0.39%0.92%Q4 2013Q4 201613
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 760.10%0.50%0.73%Q2 2013Q3 201713
FineMark National Bank & Trust 13130.00%0.01%0.03%Q4 2013Q4 201613
WILLIAMS JONES & ASSOCIATES LLC 940.00%0.01%0.02%Q3 2013Q4 201613
HOWE & RUSLING INC 1210.00%0.01%0.07%Q4 2014Q3 202213
MONETA GROUP INVESTMENT ADVISORS LLC 13130.02%0.04%0.07%Q3 2020Q3 202313
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13130.00%0.02%0.04%Q4 2017Q4 202013
Highlander Capital Management, LLC 610.00%0.04%0.10%Q2 2013Q3 202313
Mayflower Financial Advisors, LLC 12120.02%0.02%0.03%Q4 2020Q3 202312
Private Portfolio Partners LLC 12120.08%0.13%0.21%Q4 2020Q3 202312
SeaCrest Wealth Management, LLC 930.01%0.05%0.08%Q4 2017Q4 202212
Lehman Financial Resources, Inc. 12120.08%0.13%0.17%Q4 2012Q3 201512
INVESTMENT CENTERS OF AMERICA INC 12120.02%0.05%0.10%Q2 2014Q1 201712
WFG Advisors, LP 12120.00%0.02%0.04%Q2 2013Q1 201612
Maryland Capital Management 12120.05%0.15%0.21%Q2 2013Q1 201612
Private Capital Group, LLC 12120.00%0.00%0.00%Q4 2017Q3 202012
Abrams Capital Management 12120.37%1.59%2.38%Q2 2017Q1 202012
Brinker Capital Investments, LLC 930.00%0.00%0.00%Q2 2013Q1 201712
Independent Advisor Alliance 12120.01%0.04%0.08%Q4 2018Q3 202112
SG Americas Securities, LLC 710.00%0.01%0.02%Q2 2013Q3 202311
AGRAN LIBBIE 1010.05%0.07%0.10%Q2 2013Q2 201611
MBM Wealth Consultants, LLC 11110.02%0.05%0.08%Q3 2020Q1 202311
Certified Advisory Corp 11110.01%0.01%0.02%Q4 2017Q2 202011
Concord Wealth Partners 740.00%0.00%0.00%Q4 2020Q3 202311
EMERSON INVESTMENT MANAGEMENT, LLC 1010.04%0.09%0.12%Q2 2013Q1 201611
Aristides Capital LLC 11110.28%0.58%0.88%Q1 2021Q3 202311
MUFG Americas Holdings Corp 11110.00%0.00%0.00%Q3 2012Q1 201511
Pinnacle Summer Investments, Inc. 11110.00%0.01%0.02%Q2 2013Q4 201511
SPIRIT OF AMERICA MANAGEMENT CORP/NY 11110.04%0.10%0.17%Q3 2014Q1 201711
WealthTrust-Arizona, LLC 11110.04%0.10%0.15%Q2 2013Q4 201511
CITY NATIONAL BANK 10100.35%0.41%0.51%Q2 2013Q3 201510
Brick & Kyle, Associates 10100.01%0.01%0.02%Q4 2014Q1 201710
Saturna Capital CORP 10100.01%0.01%0.01%Q2 2013Q3 201510
MONTAG A & ASSOCIATES INC 640.00%0.00%0.00%Q4 2020Q3 202310
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 10100.00%0.00%0.00%Q2 2013Q3 201510
Sonora Investment Management, LLC 10100.00%0.00%0.00%Q2 2019Q3 202110
PINNACLE ASSOCIATES LTD 10100.01%0.01%0.01%Q2 2013Q3 201510
Hanson & Doremus Investment Management 10100.01%0.01%0.01%Q2 2013Q3 201510
Virtu Financial LLC 310.01%0.03%0.05%Q4 2017Q3 202310
Asset Dedication, LLC 510.00%0.00%0.00%Q1 2019Q1 202210
Advisors Asset Management, Inc. 910.00%0.01%0.02%Q2 2013Q4 201810
Jump Financial, LLC 710.01%0.03%0.06%Q4 2020Q3 202310
NOMURA ASSET MANAGEMENT CO LTD 10100.09%0.16%0.22%Q3 2013Q4 201510
Cowen Prime Advisors LLC 910.02%0.03%0.04%Q2 2020Q2 202310
Newbridge Financial Services Group, Inc. 10100.00%0.01%0.02%Q3 2020Q4 202210
Virtu KCG Holdings LLC 610.00%0.01%0.02%Q1 2014Q2 201710
SRS Capital Advisors, Inc. 910.00%0.00%0.00%Q4 2016Q2 201910
FIRST INTERSTATE BANK 10100.00%0.00%0.01%Q3 2015Q4 201710
ACADIAN ASSET MANAGEMENT LLC 310.00%0.00%0.00%Q3 2015Q4 202210
Manchester Capital Management LLC 990.01%0.02%0.02%Q2 2013Q2 20159
Antonetti Capital Management LLC 510.00%0.08%0.21%Q2 2013Q3 20239
Farmers & Merchants Trust Co of Chambersburg PA 990.02%0.04%0.05%Q3 2021Q3 20239
OneDigital Investment Advisors LLC 990.01%0.01%0.02%Q2 2017Q2 20199
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 410.00%0.04%0.12%Q1 2018Q3 20229
Stratos Wealth Partners, LTD. 990.00%0.02%0.03%Q4 2017Q4 20199
MONETARY MANAGEMENT GROUP INC 810.02%0.03%0.07%Q2 2013Q3 20159
ENVESTNET ASSET MANAGEMENT INC 310.00%0.00%0.00%Q2 2013Q2 20189
PARK CIRCLE Co 990.38%0.45%0.51%Q3 2021Q3 20239
EDGE ASSET MANAGEMENT, INC 990.10%0.15%0.21%Q2 2013Q2 20159
GSA CAPITAL PARTNERS LLP 210.01%0.13%0.40%Q1 2015Q3 20229
Truvestments Capital LLC 510.01%0.01%0.03%Q3 2018Q1 20219
Wealthspire Advisors, L.P. 630.00%0.00%0.01%Q1 2016Q1 20199
Prestige Wealth Management Group LLC 990.00%0.00%0.00%Q4 2018Q4 20209
First City Capital Management, Inc. 990.01%0.04%0.09%Q1 2014Q1 20169
ProVise Management Group, LLC 990.06%0.08%0.10%Q2 2013Q2 20159
Sterneck Capital Management, LLC 990.14%0.16%0.18%Q2 2013Q2 20159
SILVERCREST ASSET MANAGEMENT GROUP LLC 990.00%0.01%0.01%Q2 2013Q2 20159
Russell Investments Group, Ltd. 810.00%0.00%0.00%Q4 2018Q1 20219
Concert Wealth Management Inc. 720.03%0.04%0.04%Q2 2013Q3 20159
HARBOUR INVESTMENTS, INC. 540.00%0.01%0.02%Q1 2021Q2 20239
Spire Wealth Management 630.00%0.00%0.00%Q1 2021Q3 20239
Baltimore-Washington Financial Advisors, Inc. 990.46%0.78%1.00%Q4 2013Q4 20159
Larson Financial Group LLC 990.00%0.02%0.10%Q3 2021Q3 20239
Freestone Capital Holdings, LLC 990.09%0.10%0.12%Q1 2016Q1 20189
HRT FINANCIAL LP 880.00%0.01%0.01%Q1 2021Q4 20228
Firestone Capital Management 880.00%0.00%0.00%Q4 2019Q3 20218
PFS Partners, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Prospera Financial Services Inc 710.00%0.10%0.18%Q3 2020Q3 20238
Stanley-Laman Group, Ltd. 880.15%0.22%0.27%Q4 2013Q3 20158
Ausdal Financial Partners, Inc. 510.07%0.09%0.11%Q4 2015Q1 20188
Cribstone Capital Management, LLC 710.00%0.01%0.01%Q2 2016Q3 20198
MHI Funds, LLC 880.12%0.18%0.22%Q4 2017Q3 20198
Heritage Trust Co 880.00%0.00%0.00%Q1 2017Q4 20188
WASHINGTON TRUST BANK 710.01%0.01%0.06%Q1 2014Q2 20208
Gould Capital, LLC 880.04%0.06%0.06%Q4 2021Q3 20238
Inlet Private Wealth, LLC 880.27%0.32%0.35%Q4 2021Q3 20238
F&V Capital Management, LLC 880.11%0.11%0.13%Q4 2021Q3 20238
PRINCIPAL FINANCIAL GROUP INC 710.00%0.00%0.00%Q2 2013Q2 20158
Grove Bank & Trust 880.01%0.02%0.03%Q4 2015Q3 20178
SAX WEALTH ADVISORS, LLC 880.04%0.05%0.05%Q4 2021Q3 20238
BEACH INVESTMENT COUNSEL INC/PA 880.05%0.07%0.12%Q1 2013Q4 20148
PRELUDE CAPITAL MANAGEMENT, LLC 310.00%0.02%0.06%Q3 2013Q1 20218
Legacy Capital Partners, Inc. 880.11%0.15%0.23%Q1 2018Q4 20198
PRIVATE CAPITAL MANAGEMENT INC 880.44%0.57%0.64%Q4 2015Q3 20178
KENFARB & CO. 880.13%0.16%0.17%Q4 2021Q3 20238
State of Wyoming 880.05%0.07%0.11%Q4 2021Q3 20238
PHILADELPHIA TRUST CO 880.05%0.11%0.15%Q1 2018Q4 20198
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Ranch Capital Advisors Inc. 880.00%0.00%0.01%Q4 2019Q3 20218
Klingman & Associates, LLC 880.00%0.01%0.02%Q4 2014Q3 20168
Parkside Financial Bank & Trust 880.00%0.00%0.00%Q3 2015Q2 20178
ADVISORY RESEARCH INC 430.01%0.02%0.04%Q4 2014Q4 20227
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.01%0.02%Q2 2013Q4 20147
North Star Investment Management Corp. 770.00%0.00%0.00%Q1 2014Q3 20157
Integrated Wealth Management 770.00%0.00%0.00%Q1 2015Q3 20167
Oxbow Advisors, LLC 770.02%0.03%0.03%Q1 2022Q3 20237
CLINTON GROUP INC 610.08%0.12%0.29%Q2 2013Q1 20167
MidWestOne Financial Group, Inc. 430.04%0.05%0.08%Q2 2019Q1 20217
CATAWBA CAPITAL MANAGEMENT /VA 770.05%0.06%0.07%Q2 2013Q4 20147
Clean Yield Group 610.04%0.29%0.46%Q2 2013Q1 20157
Graves Light Lenhart Wealth, Inc. 770.01%0.01%0.01%Q4 2020Q2 20227
WHITENER CAPITAL MANAGEMENT, INC. 520.01%0.02%0.06%Q4 2017Q3 20197
VALLEY NATIONAL ADVISERS INC 770.00%0.00%0.00%Q2 2021Q4 20227
TD Waterhouse Canada Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Jefferies Group LLC 610.01%0.02%0.02%Q4 2017Q3 20197
CINCINNATI INSURANCE CO 770.03%0.03%0.04%Q2 2013Q4 20147
STATE OF MICHIGAN RETIREMENT SYSTEM 770.05%0.07%0.10%Q1 2020Q3 20217
Snowden Capital Advisors LLC 430.00%0.00%0.01%Q2 2019Q3 20227
Gary Goldberg Planning Services Inc 770.05%0.10%0.12%Q2 2013Q4 20147
KEELEY ASSET MANAGEMENT CORP 660.01%0.01%0.02%Q2 2013Q3 20146
QCI ASSET MANAGEMENT INC/NY 660.00%0.00%0.00%Q2 2013Q3 20146
DUNCKER STREETT & CO INC 660.00%0.00%0.00%Q4 2015Q1 20176
Rockefeller Capital Management L.P. 660.00%0.00%0.00%Q3 2021Q4 20226
PEAPACK GLADSTONE FINANCIAL CORP 660.02%0.02%0.03%Q2 2013Q3 20146
Whitnell & Co. 660.03%0.03%0.04%Q2 2013Q3 20146
ALPS ADVISORS INC 420.00%0.00%0.00%Q1 2019Q2 20236
Invenomic Capital Management LP 660.17%0.24%0.36%Q2 2022Q3 20236
SOA Wealth Advisors, LLC. 660.00%0.00%0.00%Q4 2021Q1 20236
Madden Advisory Services, Inc. 660.01%0.01%0.01%Q2 2013Q3 20146
Jacobi Capital Management LLC 510.00%0.00%0.00%Q4 2016Q3 20216
Legacy Financial Advisors, Inc. 660.00%0.01%0.01%Q4 2017Q1 20196
QS Investors, LLC 660.00%0.00%0.01%Q1 2019Q2 20206
Atlas Private Wealth Management, LLC 660.01%0.01%0.02%Q4 2019Q1 20216
COMMUNITY BANK SYSTEM, INC. 660.00%0.00%0.00%Q2 2013Q3 20146
Lighthouse Financial Advisors, Inc. 660.13%0.16%0.22%Q4 2019Q1 20216
SeaBridge Investment Advisors LLC 660.00%0.00%0.00%Q2 2013Q3 20146
CWM, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
PRIVATE TRUST CO NA 220.00%0.01%0.01%Q1 2013Q3 20236
AlphaStar Capital Management, LLC 660.01%0.11%0.16%Q4 2021Q1 20236
GPS Wealth Strategies Group, LLC 310.00%0.01%0.01%Q1 2021Q3 20236
TRUST DEPARTMENT MB FINANCIAL BANK N A 660.00%0.00%0.00%Q2 2013Q3 20146
1919 Investment Counsel, LLC 660.06%0.07%0.08%Q2 2013Q3 20146
CUMBERLAND ADVISORS INC 660.01%0.01%0.02%Q2 2014Q3 20156
MCMILLION CAPITAL MANAGEMENT INC 410.01%0.02%0.02%Q2 2019Q2 20226
Stifel Trust Company, N.A. 660.05%0.06%0.07%Q2 2013Q3 20146
State of Tennessee, Treasury Department 420.00%0.00%0.00%Q4 2020Q2 20226
A. D. Beadell Investment Counsel, Inc. 660.98%1.57%1.82%Q3 2019Q4 20206
Somerset Trust Co 660.01%0.02%0.02%Q4 2013Q1 20156
D'Orazio & Associates, Inc. 660.01%0.01%0.01%Q4 2013Q1 20156
Quad-Cities Investment Group, LLC 660.01%0.01%0.01%Q2 2018Q3 20196
Parisi Gray Wealth Management 660.00%0.00%0.00%Q4 2017Q1 20196
UMB Bank, n.a. 660.00%0.00%0.00%Q4 2021Q1 20236
Caption Management, LLC 320.01%0.24%0.64%Q4 2017Q1 20215
Hillsdale Investment Management Inc. 410.00%0.01%0.04%Q4 2015Q3 20225
PATHSTONE FAMILY OFFICE, LLC 550.02%0.04%0.05%Q3 2022Q3 20235
BlackRock Investment Management, LLC 550.00%0.00%0.00%Q1 2014Q1 20155
Compass Wealth Management LLC 550.01%0.01%0.01%Q4 2022Q4 20235
Legacy Advisors, LLC 320.01%0.15%0.24%Q1 2017Q2 20185
Harvest Fund Advisors LLC 410.02%0.05%0.18%Q4 2014Q1 20165
Yorktown Management & Research Co Inc 320.04%0.04%0.05%Q2 2013Q3 20145
BOURGEON CAPITAL MANAGEMENT LLC 550.01%0.01%0.02%Q3 2021Q3 20225
WESTWOOD HOLDINGS GROUP INC 550.06%0.06%0.07%Q2 2013Q2 20145
CT Financial Advisors LLC 550.01%0.01%0.01%Q1 2016Q1 20175
Sandy Spring Bank 320.00%0.00%0.00%Q4 2017Q2 20235
CREATIVE FINANCIAL DESIGNS INC /ADV 550.00%0.00%0.00%Q4 2016Q4 20175
FIC CAPITAL INC 550.24%0.54%0.82%Q2 2013Q2 20145
Arkadios Wealth Advisors 550.00%0.00%0.01%Q3 2020Q3 20215
Inspire Investing, LLC 410.04%0.05%0.06%Q4 2017Q2 20215
BRASADA CAPITAL MANAGEMENT, LP 550.00%0.00%0.00%Q4 2017Q4 20185
Hamlin Capital Management, LLC 551.54%1.66%1.77%Q2 2013Q2 20145
CENTAURUS FINANCIAL, INC. 550.02%0.03%0.04%Q2 2018Q2 20195
ARGA Investment Management, LP 550.01%0.01%0.01%Q3 2022Q3 20235
XML Financial, LLC 550.03%0.04%0.06%Q3 2020Q3 20215
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 550.00%0.00%0.01%Q3 2015Q3 20165
WHITTIER TRUST CO 550.00%0.00%0.00%Q2 2013Q2 20145
Golden State Wealth Management, LLC 310.01%0.01%0.02%Q1 2019Q3 20205
Stone Toro Investment Advisers, LP 440.37%0.46%0.56%Q2 2013Q1 20144
Ahrens Investment Partners LLC 310.00%0.00%0.01%Q4 2021Q1 20234
SevenBridge Financial Group, LLC 440.00%0.00%0.00%Q3 2018Q2 20194
Summit Global Investments 440.09%0.09%0.09%Q4 2018Q3 20194
Lenox Wealth Management, Inc. 440.00%0.01%0.01%Q2 2017Q1 20184
Financial Management Professionals, Inc. 310.00%0.00%0.01%Q3 2016Q4 20204
EVOKE WEALTH, LLC 220.00%0.00%0.00%Q3 2019Q3 20224
ALPHASIMPLEX GROUP, LLC 310.30%0.37%0.45%Q2 2019Q2 20204
Gupta Wealth Management LLC 310.00%0.02%0.02%Q1 2015Q1 20164
Colonial Trust Co / SC 440.00%0.00%0.00%Q4 2022Q3 20234
Airain ltd 440.01%0.02%0.03%Q2 2015Q1 20164
AVITY INVESTMENT MANAGEMENT INC. 220.03%0.04%0.06%Q2 2013Q3 20144
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 440.01%0.02%0.02%Q4 2016Q3 20174
ArchPoint Investors 310.19%0.22%0.24%Q2 2013Q2 20144
Krilogy Financial LLC 310.00%0.00%0.00%Q2 2017Q3 20184
Vectors Research Management, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
FIRST TRUST ADVISORS LP 210.00%0.14%0.24%Q2 2013Q4 20164
LUCUS ADVISORS LLC 440.21%0.25%0.31%Q2 2015Q1 20164
First Bancorp, Inc /ME/ 440.14%0.15%0.16%Q4 2022Q3 20234
Strategic Capital Group LLC 220.01%0.01%0.01%Q2 2013Q2 20144
Crosspoint Capital Strategies, LLC 440.01%0.02%0.04%Q4 2013Q3 20144
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Windsor Capital Management, LLC 310.00%0.01%0.02%Q2 2013Q3 20154
Sowell Financial Services LLC 440.00%0.00%0.00%Q3 2019Q2 20204
KMS FINANCIAL SERVICES, INC 440.05%0.05%0.06%Q4 2013Q3 20144
Sicart Associates LLC 440.11%0.16%0.19%Q3 2019Q2 20204
Willingdon Wealth Management 440.20%0.49%0.96%Q2 2016Q1 20174
CORRADO ADVISORS, LLC 440.36%0.42%0.49%Q1 2016Q4 20164
Walthausen & Co., LLC 441.17%1.54%1.89%Q1 2016Q4 20164
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 440.05%0.06%0.07%Q1 2019Q4 20194
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Transamerica Financial Advisors, Inc. 310.00%0.00%0.00%Q1 2014Q1 20164
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 210.02%0.05%0.06%Q4 2015Q2 20194
RPg Family Wealth Advisory, LLC 440.02%0.03%0.04%Q1 2016Q4 20164
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 220.00%0.00%0.00%Q2 2021Q3 20224
Cetera Advisors LLC 440.01%0.01%0.01%Q2 2022Q1 20234
Baldrige Asset Management LLC 440.01%0.01%0.01%Q2 2022Q1 20234
Valeo Financial Advisors, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
GABLES CAPITAL MANAGEMENT INC. 440.06%0.08%0.10%Q1 2018Q4 20184
Capital Investment Advisory Services, LLC 440.02%0.02%0.02%Q4 2018Q3 20194
Probabilities Fund Management, LLC 440.20%0.34%0.52%Q4 2017Q3 20184
COMMERZBANK AKTIENGESELLSCHAFT /FI 330.01%0.01%0.01%Q1 2015Q3 20153
GAM Holding AG 330.02%0.02%0.03%Q2 2018Q4 20183
Index Management Solutions, LLC 330.00%2.34%3.72%Q2 2013Q4 20133
B. Riley Wealth Advisors, Inc. 110.00%0.02%0.06%Q2 2013Q4 20143
Geneva Advisors, LLC 330.00%0.00%0.00%Q2 2014Q4 20143
Corient Capital Partners, LLC 330.03%0.04%0.05%Q3 2016Q1 20173
Blackstone Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
SEARLE & CO. 330.02%0.02%0.02%Q4 2014Q2 20153
Parallel Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
OLIVER LAGORE VANVALIN INVESTMENT GROUP 330.01%0.01%0.01%Q1 2023Q3 20233
Ellis Investment Partners, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.00%Q1 2023Q3 20233
Gryphon Financial Partners LLC 330.01%0.01%0.01%Q4 2017Q2 20183
BOSTON FINANCIAL MANGEMENT LLC 330.02%0.02%0.02%Q2 2016Q4 20163
CHILTON CAPITAL MANAGEMENT LLC 330.00%0.00%0.00%Q2 2013Q4 20133
Laffer Tengler Investments, Inc. 330.00%0.01%0.01%Q3 2013Q1 20143
ANCHOR CAPITAL ADVISORS LLC 330.01%0.01%0.01%Q2 2013Q4 20133
Mutual Advisors, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Investors Capital Advisory Services 330.06%0.06%0.07%Q2 2013Q4 20133
SIGNET FINANCIAL MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Arlington Partners LLC 210.00%0.00%0.00%Q4 2018Q1 20203
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q4 2015Q2 20233
TWO SIGMA SECURITIES, LLC 110.00%0.01%0.02%Q4 2018Q3 20233
DEERE & CO 330.02%0.03%0.03%Q4 2014Q2 20153
FRANKLIN RESOURCES INC 330.00%0.00%0.00%Q4 2013Q2 20143
Realta Investment Advisors 330.00%0.00%0.00%Q2 2019Q4 20193
WealthCare Investment Partners, LLC 330.09%0.10%0.10%Q1 2023Q3 20233
Smithfield Trust Co 330.01%0.01%0.02%Q2 2013Q4 20133
M&R CAPITAL MANAGEMENT INC 330.07%0.08%0.08%Q2 2013Q4 20133
Ford Financial Group, LLC 110.00%0.01%0.02%Q4 2017Q4 20213
MONEY CONCEPTS CAPITAL CORP 210.00%0.00%0.00%Q1 2022Q4 20223
Lido Advisors, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
Koshinski Asset Management, Inc. 210.00%0.01%0.02%Q4 2021Q3 20233
MACROVIEW INVESTMENT MANAGEMENT LLC 330.00%0.00%0.00%Q3 2013Q1 20143
TOCQUEVILLE ASSET MANAGEMENT L.P. 330.00%0.00%0.00%Q4 2013Q2 20143
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
VSR Financial Services, Inc. 210.02%0.03%0.04%Q3 2015Q2 20163
Marshall Wace North America L.P. 110.00%0.00%0.01%Q2 2018Q2 20213
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Smart Portfolios, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
IHT Wealth Management, LLC 330.01%0.01%0.01%Q3 2017Q1 20183
Elite Wealth Management, Inc. 210.04%0.10%0.16%Q2 2014Q3 20163
Belpointe Asset Management LLC 210.00%0.00%0.01%Q4 2020Q1 20233
Capital Advisory Group Advisory Services, LLC 110.04%0.06%0.11%Q1 2018Q2 20233
Cascade Investment Advisors, Inc. 330.01%0.01%0.01%Q1 2017Q3 20173
Icon Wealth Partners, LLC 110.03%0.04%0.04%Q4 2017Q1 20193
Vident Investment Advisory, LLC 330.07%0.13%0.20%Q1 2015Q3 20153
Pflug Koory, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
M Holdings Securities, Inc. 330.02%0.02%0.02%Q3 2022Q1 20233
Fiduciary Planning LLC 330.01%0.01%0.01%Q3 2020Q1 20213
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
HAP Trading, LLC 110.00%0.00%0.01%Q3 2016Q2 20223
MURPHY CAPITAL MANAGEMENT INC 330.03%0.04%0.05%Q4 2014Q2 20153
Brand Asset Management Group, Inc. 330.00%0.00%0.00%Q3 2020Q1 20213
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
BOSTON PRIVATE BANK & TRUST CO 330.00%0.00%0.00%Q2 2013Q4 20133
W.G. Shaheen & Associates DBA Whitney & Co 330.00%0.00%0.00%Q1 2018Q3 20183
Prime Capital Investment Advisors, LLC 210.00%0.00%0.01%Q1 2018Q2 20213
FSA Wealth Management LLC 330.00%0.00%0.00%Q4 2019Q2 20203
SIGNATUREFD, LLC 210.00%0.00%0.00%Q3 2015Q4 20223
GEODE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2015Q4 20182
LEAVELL INVESTMENT MANAGEMENT, INC. 220.14%0.15%0.16%Q2 2010Q3 20102
Waverly Advisors, LLC 220.01%0.01%0.01%Q3 2013Q4 20132
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Foundry Partners, LLC 220.20%0.22%0.23%Q2 2023Q3 20232
Edge Advisors, LLC 220.01%0.01%0.02%Q1 2017Q2 20172
StellarOne CORP 220.01%0.01%0.01%Q2 2013Q3 20132
Spectrum Financial Alliance Ltd LLC 220.01%0.01%0.01%Q1 2018Q2 20182
Fieldpoint Private Securities, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
American Research & Management Co. 110.00%0.00%0.00%Q4 2013Q2 20182
Regal Investment Advisors LLC 220.00%0.00%0.00%Q2 2013Q3 20132
Independence Bank of Kentucky 220.01%0.01%0.01%Q3 2018Q4 20182
Ameritas Investment Company, LLC 110.01%0.01%0.01%Q3 2019Q1 20202
Mariner Wealth Advisors-Madison, LLC 220.02%0.18%0.35%Q2 2013Q3 20132
TIEDEMANN ADVISORS, LLC 220.10%0.19%0.28%Q4 2016Q1 20172
SPOT TRADING L.L.C. 110.00%0.00%0.01%Q2 2017Q2 20172
Detwiler Fenton Investment Management LLC 220.55%0.56%0.57%Q4 2009Q1 20102
Penserra Capital Management LLC 110.02%0.15%0.28%Q4 2015Q1 20192
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2022Q3 20222
RMR Wealth Builders 220.00%0.00%0.00%Q4 2020Q1 20212
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Stonebridge Capital Advisors LLC 220.00%0.00%0.00%Q2 2023Q3 20232
First Heartland Consultants, Inc. 220.10%0.11%0.12%Q1 2017Q2 20172
WHITTIER TRUST CO OF NEVADA INC 220.00%0.00%0.00%Q1 2014Q2 20142
Anchorage Capital Group, L.L.C. 220.23%0.25%0.27%Q1 2017Q2 20172
Stonebridge Financial Planning Group, LLC 220.04%0.04%0.05%Q1 2020Q2 20202
GREAT LAKES ADVISORS, LLC 220.01%0.01%0.02%Q2 2013Q3 20132
Counterpoint Mutual Funds LLC 110.01%0.05%0.08%Q2 2021Q2 20222
Vestcor Inc 220.02%0.02%0.02%Q4 2022Q1 20232
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q2 2013Q2 20132
PENSECO FINANCIAL SERVICES CORP 220.01%0.01%0.01%Q2 2013Q3 20132
Jane Street Holding, LLC 220.01%0.01%0.01%Q3 2013Q4 20132
Risk Paradigm Group, LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Blume Capital Management, Inc. 220.00%0.00%0.00%Q1 2015Q2 20152
Partnervest Advisory Services LLC 220.00%0.00%0.00%Q2 2013Q3 20132
Retirement Group, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Global Trust Asset Management, LLC 220.02%0.02%0.02%Q2 2020Q3 20202
MARK ASSET MANAGEMENT LP 220.03%0.03%0.04%Q3 2013Q4 20132
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q4 2018Q3 20232
RAYMOND JAMES TRUST N.A. 220.04%0.04%0.04%Q2 2013Q3 20132
NOESIS CAPITAL MANGEMENT CORP 220.10%0.10%0.11%Q3 2013Q4 20132
SWS Partners 220.01%0.01%0.01%Q4 2017Q1 20182
Saba Capital Management, L.P. 220.36%0.50%0.64%Q3 2018Q4 20182
Financial Sense Advisors, Inc. 220.28%0.28%0.28%Q2 2013Q3 20132
Bray Capital Advisors 220.01%0.01%0.01%Q2 2015Q3 20152
One Capital Management, LLC 220.07%0.08%0.08%Q2 2014Q3 20142
Claraphi Advisory Network, LLC 110.01%0.10%0.19%Q4 2017Q1 20202
Cetera Investment Advisers 110.00%0.00%0.00%Q2 2022Q4 20222
HABERER REGISTERED INVESTMENT ADVISOR INC 220.00%0.00%0.00%Q3 2013Q4 20132
HSBC HOLDINGS PLC 220.00%0.00%0.00%Q4 2018Q1 20192
ASSOCIATED BANC-CORP 220.00%0.00%0.00%Q3 2020Q4 20202
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
BlackRock Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
MARSHALL WACE, LLP 110.00%0.00%0.00%Q1 2019Q2 20212
Baltimore-Washington Financial Advisors Inc. 221.17%1.22%1.26%Q2 2013Q3 20132
WASHINGTON TRUST Co 110.00%0.00%0.00%Q2 2018Q1 20202
MCDANIEL TERRY & CO 220.04%0.05%0.05%Q2 2016Q3 20162
Fractal Investments LLC 220.06%0.06%0.06%Q2 2023Q3 20232
First Allied Advisory Services, Inc. 110.02%0.02%0.02%Q2 2013Q1 20142
Wealth Advisors of Tampa Bay, LLC 220.08%0.10%0.12%Q2 2023Q3 20232
Brookstone Capital Management 220.00%0.00%0.00%Q2 2015Q3 20152
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q2 2013Q1 20222
Advisors Capital Management, LLC 220.01%0.04%0.07%Q4 2019Q1 20202
Bellwether Investment Group, LLC 110.00%0.00%0.00%Q2 2016Q4 20162
THOMASPARTNERS, INC. 110.00%0.01%0.01%Q3 2013Q2 20142
EASTERN BANK 220.02%0.02%0.02%Q1 2014Q2 20142
Strategic Capital Alternatives LLC 110.00%0.01%0.01%Q3 2014Q2 20152
Piscataqua Savings Bank 220.01%0.01%0.01%Q2 2021Q3 20212
Peregrine Asset Advisers, Inc. 220.22%0.23%0.24%Q2 2013Q3 20132
Capital Analysts, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Hilton Capital Management, LLC 220.14%0.16%0.17%Q2 2013Q3 20132
EPG Wealth Management LLC 220.00%0.00%0.00%Q4 2019Q1 20202
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q1 2017Q1 20172
HERITAGE INVESTORS MANAGEMENT CORP 220.01%0.01%0.01%Q3 2021Q4 20212
IMA Wealth, Inc. 110.08%0.09%0.10%Q3 2014Q2 20152
Barrett Asset Management, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
NEXPOINT ASSET MANAGEMENT, L.P. 220.03%0.03%0.03%Q3 2019Q4 20192
ERTS Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Acorn Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q4 2022Q4 20221
SOLARIS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q2 2017Q2 20171
LOOMIS SAYLES & CO L P 110.00%0.00%0.00%Q3 2015Q3 20151
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Ancora Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Proficio Capital Partners LLC 110.08%0.08%0.08%Q1 2017Q1 20171
NICHOLAS COMPANY, INC. 110.01%0.01%0.01%Q3 2017Q3 20171
Quadrature Capital Ltd 110.03%0.03%0.03%Q4 2015Q4 20151
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Trutina Financial LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
MACQUARIE GROUP LTD 110.00%0.00%0.00%Q4 2015Q4 20151
Nine Chapters Capital Management LLC 110.04%0.04%0.04%Q2 2013Q2 20131
JANICZEK WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Joseph P. Lucia & Associates, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Buffington Mohr McNeal 110.00%0.00%0.00%Q1 2019Q1 20191
Acrospire Investment Management LLC 110.00%0.00%0.00%Q1 2016Q1 20161
LINCOLN NATIONAL CORP 110.00%0.00%0.00%Q3 2023Q3 20231
HOWARD FINANCIAL SERVICES, LTD. 110.51%0.51%0.51%Q2 2020Q2 20201
Summit Trail Advisors, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Montecito Bank & Trust 110.02%0.02%0.02%Q4 2016Q4 20161
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
ORRSTOWN FINANCIAL SERVICES INC 110.10%0.10%0.10%Q2 2013Q2 20131
V Wealth Advisors LLC 110.00%0.00%0.00%Q2 2017Q2 20171
MBE Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Ballentine Partners, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Bridgeworth, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
STIFEL NICOLAUS & CO INC \MO\ 110.00%0.00%0.00%Q3 2013Q3 20131
JOYN Advisors, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
Nelson Capital Management, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
FinTrust Capital Advisors, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Taylor Hoffman Wealth Management 110.01%0.01%0.01%Q1 2018Q1 20181
ALBION FINANCIAL GROUP /UT 110.00%0.00%0.00%Q4 2020Q4 20201
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
DRW Securities, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Redhawk Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Atwater Malick LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Lebenthal Asset Management, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
PRUDENTIAL PLC 110.00%0.00%0.00%Q2 2013Q2 20131
WEDBUSH SECURITIES INC 110.05%0.05%0.05%Q1 2015Q1 20151
FLAGSHIP HARBOR ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Zions Bancorporation, N.A. 110.01%0.01%0.01%Q1 2020Q1 20201
Verition Fund Management LLC 110.01%0.01%0.01%Q3 2020Q3 20201
AE Wealth Management LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Fortitude Advisory Group L.L.C. 110.19%0.19%0.19%Q3 2022Q3 20221
NumerixS Investment Technologies Inc 110.06%0.06%0.06%Q4 2015Q4 20151
ENTERPRISE FINANCIAL SERVICES CORP 110.01%0.01%0.01%Q4 2013Q4 20131
Corvid Peak Capital Management, LLC 113.16%3.16%3.16%Q1 2018Q1 20181
REILLY FINANCIAL ADVISORS, LLC 110.03%0.03%0.03%Q4 2015Q4 20151
Quantbot Technologies LP 110.01%0.01%0.01%Q4 2015Q4 20151
COHEN & STEERS CAPITAL MANAGEMENT INC 110.02%0.02%0.02%Q1 2015Q1 20151
CenterStar Fund, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
OLD MISSION CAPITAL LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Founders Financial Alliance, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Atlantic Union Bankshares Corp 110.01%0.01%0.01%Q1 2014Q1 20141
Allred Capital Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Columbia Asset Management 110.02%0.02%0.02%Q4 2013Q4 20131
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q2 2018Q2 20181
XTX Topco Ltd 110.09%0.09%0.09%Q1 2021Q1 20211
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.00%0.00%0.00%Q4 2017Q4 20171
Gradient Investments LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Pinnacle Bancorp, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
BALYASNY ASSET MANAGEMENT L.P. 110.01%0.01%0.01%Q2 2015Q2 20151
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q4 2016Q4 20161
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Baystate Wealth Management LLC 110.01%0.01%0.01%Q2 2013Q2 20131
WBH ADVISORY INC 110.12%0.12%0.12%Q2 2013Q2 20131
CHICKASAW CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Cornerstone Wealth Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Founders Capital Management 110.02%0.02%0.02%Q4 2023Q4 20231
Coatue Management 110.01%0.01%0.01%Q4 2019Q4 20191
SHINE INVESTMENT ADVISORY SERVICES INC 110.01%0.01%0.01%Q1 2020Q1 20201
Safeguard Investment Advisory Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
SNOW CAPITAL MANAGEMENT LP 110.01%0.01%0.01%Q1 2017Q1 20171
DT Investment Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Trust Co 110.00%0.00%0.00%Q1 2019Q1 20191
SG3 Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
RBF Capital, LLC 110.11%0.11%0.11%Q4 2015Q4 20151
Oakworth Capital, Inc. 110.01%0.01%0.01%Q4 2016Q4 20161
Altus Wealth Group LLC 110.02%0.02%0.02%Q4 2020Q4 20201
EXENCIAL WEALTH ADVISORS, LLC 110.09%0.09%0.09%Q1 2013Q1 20131
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Masso Torrence Wealth Management Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
AlphaCore Capital LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Widmann Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
MGO ONE SEVEN LLC 110.00%0.00%0.00%Q4 2018Q4 20181
WealthBridge Capital Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Altshuler Shaham Ltd 110.00%0.00%0.00%Q4 2018Q4 20181
MML INVESTORS SERVICES, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
FIRST FINANCIAL EQUITY CORPORATION 110.05%0.05%0.05%Q1 2017Q1 20171
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q2 2022Q2 20221
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
PRINCETON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Kore Private Wealth LLC 110.03%0.03%0.03%Q1 2019Q1 20191
Covestor Ltd 110.00%0.00%0.00%Q2 2023Q2 20231
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q4 2014Q4 20141
Northeast Financial Consultants Inc 110.23%0.23%0.23%Q4 2013Q4 20131
Bridgecreek Investment Management, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Rotella Capital Management, Inc. 110.10%0.10%0.10%Q3 2015Q3 20151
PALLADIUM PARTNERS LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Alera Investment Advisors, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Carroll Investors, Inc 110.01%0.01%0.01%Q4 2021Q4 20211
Armbruster Capital Management, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
FULLER & THALER ASSET MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
MARK MORRIS ET AL 110.04%0.04%0.04%Q2 2013Q2 20131
SUMIT CAPITAL, LLC 111.31%1.31%1.31%Q2 2015Q2 20151
Perkins Coie Trust Co 110.01%0.01%0.01%Q1 2015Q1 20151
Sharkey, Howes & Javer 110.03%0.03%0.03%Q3 2015Q3 20151
MOTCO 110.00%0.00%0.00%Q1 2022Q1 20221
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
GIRARD PARTNERS LTD. 110.01%0.01%0.01%Q3 2018Q3 20181
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.29%0.29%0.29%Q1 2015Q1 20151
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q3 2021Q3 20211
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q1 2018Q1 20181
MADDEN SECURITIES Corp 110.01%0.01%0.01%Q4 2022Q4 20221
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q3 2017Q3 20171
ISLAY CAPITAL MANAGEMENT, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
TFO Wealth Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Capital Advisors, Ltd. LLC 110.00%0.00%0.00%Q3 2017Q3 20171
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q1 2022Q1 20221
TORTOISE CAPITAL ADVISORS, L.L.C. 110.00%0.00%0.00%Q1 2016Q1 20161
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
GOODWIN DANIEL L 110.01%0.01%0.01%Q1 2015Q1 20151
PALISADE CAPITAL MANAGEMENT, LP 110.05%0.05%0.05%Q1 2013Q1 20131
ROFFMAN MILLER ASSOCIATES INC /PA/ 110.00%0.00%0.00%Q2 2023Q2 20231
B. Riley Financial, Inc. 110.10%0.10%0.10%Q1 2021Q1 20211
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Allianz Asset Management GmbH 110.02%0.02%0.02%Q2 2013Q2 20131
ARCADIA INVESTMENT MANAGEMENT CORP/MI 110.00%0.00%0.00%Q1 2018Q1 20181
HOLLENCREST CAPITAL MANAGEMENT 110.15%0.15%0.15%Q2 2016Q2 20161
GODSEY & GIBB, INC 110.00%0.00%0.00%Q4 2022Q4 20221
OUTFITTER FINANCIAL LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
External links

This page lists all the filers that currently own SUBURBAN PROPANE PARTNERS L or have owned SUBURBAN PROPANE PARTNERS L in the past.