WPP PLC NEW shareholder history

Current and past WPP PLC NEW shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 4010.00%0.00%0.00%Q2 2013Q3 202382
Citadel Advisors 2610.00%0.00%0.00%Q3 2014Q3 202366
ROYAL BANK OF CANADA 42420.01%0.01%0.02%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.03%0.08%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.00%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.00%0.01%0.02%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.03%Q2 2013Q3 202342
GOLDMAN SACHS GROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.02%0.10%Q2 2013Q3 202342
Estabrook Capital Management 42420.02%0.03%0.05%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.01%0.05%0.13%Q2 2013Q3 202342
SG Americas Securities, LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.02%0.05%Q2 2013Q3 202342
Bank of New York Mellon Corp 27140.00%0.00%0.00%Q2 2013Q3 202341
Laird Norton Wetherby Wealth Management, LLC 27140.03%0.10%0.19%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.01%Q2 2013Q3 202341
FIFTH THIRD BANCORP 22180.00%0.02%0.05%Q2 2013Q3 202340
SOL Capital Management CO 40400.03%0.10%0.15%Q4 2013Q3 202340
GLENMEDE TRUST CO NA 2140.00%0.02%0.05%Q2 2013Q3 202340
TRUIST FINANCIAL CORP 23160.00%0.08%0.25%Q2 2013Q3 202339
HUNTINGTON NATIONAL BANK 3610.00%0.00%0.01%Q1 2013Q3 202339
M&T BANK CORP 37370.00%0.01%0.02%Q3 2014Q3 202337
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.01%0.02%0.03%Q2 2013Q1 202236
COMERICA BANK 3510.00%0.01%0.02%Q3 2013Q4 202236
Creative Planning 3320.00%0.00%0.01%Q4 2014Q3 202335
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.00%Q3 2013Q3 202335
QUADRANT CAPITAL GROUP LLC 34340.01%0.05%0.16%Q2 2015Q3 202334
RAYMOND JAMES & ASSOCIATES 2590.00%0.01%0.02%Q2 2014Q3 202334
LPL Financial LLC 3130.00%0.00%0.01%Q3 2013Q3 202334
Private Advisor Group, LLC 2810.00%0.01%0.01%Q4 2014Q3 202334
HighTower Advisors, LLC 2010.00%0.00%0.02%Q4 2013Q3 202334
SCOUT INVESTMENTS, INC. 34340.01%0.06%0.12%Q3 2013Q4 202134
GEODE CAPITAL MANAGEMENT, LLC 2670.00%0.00%0.00%Q3 2013Q4 202133
ENTERPRISE FINANCIAL SERVICES CORP 33330.00%0.01%0.02%Q2 2013Q2 202133
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2510.00%0.02%0.06%Q3 2013Q3 202333
Invesco Ltd. 2850.00%0.02%0.06%Q2 2013Q1 202233
AMERICAN NATIONAL INSURANCE CO 2760.01%0.03%0.04%Q2 2013Q3 202133
MONTAG A & ASSOCIATES INC 21120.00%0.12%0.70%Q4 2014Q3 202333
First Horizon Advisors, Inc. 1730.00%0.00%0.01%Q2 2013Q3 202332
Tower Research Capital LLC (TRC) 1120.00%0.00%0.02%Q2 2013Q3 202332
GUGGENHEIM CAPITAL LLC 2750.00%0.00%0.01%Q2 2013Q3 202232
STIFEL FINANCIAL CORP 2390.00%0.02%0.06%Q3 2014Q3 202332
Aperio Group, LLC 31310.02%0.09%0.15%Q2 2013Q4 202031
SIGNATUREFD, LLC 2380.00%0.01%0.02%Q4 2014Q3 202331
Raymond James Financial Services Advisors, Inc. 31310.00%0.01%0.01%Q1 2016Q3 202331
D. E. Shaw & Co., Inc. 910.00%0.00%0.01%Q3 2013Q3 202331
Renaissance Technologies 2410.00%0.02%0.04%Q3 2014Q3 202331
WOLVERINE TRADING, LLC 710.00%0.00%0.01%Q2 2016Q3 202331
KORNITZER CAPITAL MANAGEMENT INC /KS 2730.00%0.01%0.01%Q2 2013Q4 202130
EATON VANCE MANAGEMENT 2230.00%0.00%0.01%Q2 2013Q4 202130
FIRST TRUST ADVISORS LP 2810.00%0.04%0.09%Q2 2013Q4 202130
MILLENNIUM MANAGEMENT LLC 1210.00%0.00%0.02%Q2 2013Q3 202330
IFP Advisors, Inc 1710.00%0.00%0.01%Q4 2015Q3 202329
Mariner, LLC 18110.00%0.04%0.10%Q4 2014Q3 202329
DEUTSCHE BANK AG\ 1440.00%0.00%0.01%Q4 2013Q3 202129
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 28280.00%0.01%0.01%Q2 2013Q1 202028
Parallel Advisors, LLC 28280.00%0.06%0.30%Q4 2016Q3 202328
PEAK6 Group LLC 610.00%0.00%0.02%Q2 2013Q2 201828
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.00%Q2 2013Q4 201927
OPPENHEIMER ASSET MANAGEMENT INC. 27270.02%0.06%0.13%Q1 2017Q3 202327
Tortoise Investment Management, LLC 27270.00%0.00%0.01%Q1 2017Q3 202327
BROWN ADVISORY INC 1980.00%0.00%0.00%Q2 2013Q3 202327
Freestone Capital Holdings, LLC 2310.00%0.24%0.53%Q2 2013Q1 202227
Fisher Asset Management, LLC 2150.00%0.06%0.12%Q2 2013Q3 202326
HARDING LOEVNER LP 2240.00%0.97%1.66%Q2 2013Q2 202026
Nuveen Asset Management, LLC 1510.00%0.00%0.01%Q2 2013Q2 202026
MML INVESTORS SERVICES, LLC 2330.00%0.01%0.01%Q1 2017Q3 202326
Carroll Financial Associates, Inc. 2240.00%0.02%0.11%Q2 2013Q4 202126
Geneos Wealth Management Inc. 2420.00%0.00%0.00%Q3 2016Q3 202326
Crossmark Global Holdings, Inc. 2510.02%0.10%0.29%Q3 2016Q3 202326
Advisory Services Network, LLC 1310.00%0.00%0.00%Q4 2013Q1 202325
MACQUARIE GROUP LTD 2410.00%0.07%0.13%Q2 2016Q3 202325
TD ASSET MANAGEMENT INC 1740.00%0.01%0.01%Q2 2013Q4 202125
BESSEMER GROUP INC 810.00%0.00%0.00%Q4 2013Q2 202325
NEXT Financial Group, Inc 1330.00%0.01%0.02%Q3 2014Q4 202125
World Asset Management Inc 25250.01%0.05%0.07%Q2 2013Q2 201925
ASSETMARK, INC 1910.00%0.04%0.25%Q3 2013Q4 202125
Glassman Wealth Services 1410.00%0.00%0.00%Q4 2014Q3 202325
JFS WEALTH ADVISORS, LLC 25250.00%0.00%0.01%Q3 2017Q3 202325
TORONTO DOMINION BANK 25250.00%0.00%0.00%Q4 2013Q4 201925
BRANDES INVESTMENT PARTNERS, LP 25250.02%0.76%1.42%Q3 2017Q3 202325
ETRADE Capital Management LLC 24240.02%0.09%0.21%Q2 2013Q1 201924
Mawer Investment Management Ltd. 24240.01%0.08%0.21%Q4 2013Q3 201924
JANE STREET GROUP, LLC 1110.00%0.01%0.07%Q3 2014Q3 202324
Mondrian Investment Partners LTD 24240.44%1.01%1.40%Q4 2017Q3 202324
CIBC WORLD MARKET INC. 24240.00%0.02%0.02%Q4 2017Q3 202324
SANTA BARBARA ASSET MANAGEMENT, LLC 24240.03%0.05%0.08%Q2 2013Q1 201924
STATE STREET CORP 2220.00%0.00%0.00%Q2 2013Q4 201924
Archford Capital Strategies, LLC 840.00%0.02%0.07%Q1 2014Q3 202324
FMR LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Global Trust Asset Management, LLC 24240.11%0.36%0.90%Q4 2017Q3 202324
Global Retirement Partners, LLC 1770.00%0.00%0.01%Q3 2017Q3 202324
Baird Financial Group, Inc. 23230.00%0.00%0.00%Q1 2018Q3 202323
KEYBANK NATIONAL ASSOCIATION/OH 23230.00%0.01%0.02%Q1 2013Q3 201823
Morningstar Investment Services LLC 12110.08%0.47%1.36%Q4 2017Q3 202323
BEACON FINANCIAL GROUP 23230.04%0.06%0.08%Q1 2018Q3 202323
PRICE T ROWE ASSOCIATES INC /MD/ 1850.00%0.00%0.00%Q2 2013Q3 202323
SeaBridge Investment Advisors LLC 23230.10%0.29%0.38%Q2 2013Q4 201823
Investors Research Corp 23230.11%0.25%0.50%Q1 2018Q3 202323
Neuberger Berman Group LLC 22220.00%0.01%0.01%Q2 2013Q3 201822
SEI INVESTMENTS CO 1510.00%0.00%0.01%Q4 2014Q3 202322
BENJAMIN F. EDWARDS & COMPANY, INC. 1480.00%0.00%0.01%Q1 2018Q3 202322
BRIGHTON JONES LLC 1150.01%0.09%0.23%Q3 2015Q2 202122
D.A. DAVIDSON & CO. 22220.01%0.02%0.03%Q2 2013Q3 201822
DELPHI MANAGEMENT INC /MA/ 1751.00%1.48%2.68%Q1 2013Q3 201822
KLINGENSTEIN FIELDS & CO LP 22220.01%0.02%0.02%Q2 2013Q3 201822
Jacobi Capital Management LLC 22220.02%0.06%0.17%Q2 2016Q3 202122
HSBC HOLDINGS PLC 1570.00%0.00%0.00%Q1 2013Q3 201822
Winslow, Evans & Crocker, Inc. 22220.00%0.00%0.01%Q4 2013Q1 201922
LS Investment Advisors, LLC 22220.00%0.00%0.00%Q2 2013Q3 201822
Forward Management, LLC 22220.24%0.50%0.75%Q2 2013Q3 201822
TWO SIGMA ADVISERS, LP 2010.00%0.01%0.04%Q2 2014Q4 202121
COMMONWEALTH EQUITY SERVICES, LLC 1430.00%0.00%0.00%Q4 2017Q3 202321
BlackRock Inc. 1310.00%0.00%0.00%Q4 2016Q3 202321
TWO SIGMA INVESTMENTS, LP 1710.00%0.01%0.04%Q3 2013Q2 201921
PEAK6 Investments LLC 610.00%0.00%0.02%Q3 2018Q2 202321
BOKF, NA 1560.01%0.01%0.01%Q2 2013Q3 201821
Sky Investment Group LLC 21210.41%1.01%1.24%Q3 2013Q3 201821
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
REGIONS FINANCIAL CORP 1290.00%0.00%0.00%Q4 2013Q1 201921
Ledyard National Bank 21210.00%0.00%0.01%Q4 2013Q4 201821
FDx Advisors, Inc. 1920.01%0.04%0.10%Q1 2014Q2 201921
Advisors Asset Management, Inc. 1830.00%0.02%0.06%Q2 2013Q1 202121
SUNTRUST BANKS INC 1290.00%0.03%0.42%Q3 2013Q3 201921
CWM, LLC 1030.00%0.00%0.00%Q3 2017Q3 202321
HOWE & RUSLING INC 1040.01%0.04%0.20%Q2 2013Q2 201920
Cubist Systematic Strategies, LLC 810.00%0.02%0.06%Q4 2015Q2 202320
Zions Bancorporation, N.A. 20200.00%0.00%0.01%Q4 2018Q3 202320
TODD ASSET MANAGEMENT LLC 930.01%0.32%0.66%Q2 2013Q3 202320
EARNEST PARTNERS LLC 20200.00%0.00%0.01%Q2 2014Q1 201920
Lindbrook Capital, LLC 20200.00%0.02%0.03%Q4 2018Q3 202320
KCS Wealth Advisory 19190.15%0.38%0.70%Q4 2017Q2 202219
WRIGHT INVESTORS SERVICE INC 19190.10%1.26%1.88%Q2 2013Q4 201719
PITCAIRN CO 19190.02%0.06%0.08%Q2 2013Q4 201719
First Personal Financial Services 1810.01%0.03%0.06%Q4 2014Q3 201919
ADVISOR PARTNERS LLC 1020.02%0.07%0.15%Q3 2013Q2 202219
J.P. Morgan Private Wealth Advisors LLC 19190.00%0.02%0.03%Q1 2014Q3 201819
RIVERHEAD CAPITAL MANAGEMENT LLC 19190.00%0.02%0.04%Q1 2014Q3 201819
ProVise Management Group, LLC 1130.03%0.55%1.12%Q1 2018Q3 202318
WHITTIER TRUST CO OF NEVADA INC 990.00%0.00%0.02%Q1 2018Q3 202318
FEDERATED HERMES, INC. 18180.00%0.00%0.00%Q1 2014Q2 201818
Cornerstone Advisors, Inc. 18180.01%0.01%0.02%Q2 2013Q3 201718
EAGLE GLOBAL ADVISORS LLC 18180.07%0.15%0.23%Q2 2019Q3 202318
Russell Investments Group, Ltd. 1310.00%0.00%0.03%Q4 2016Q3 202318
Semmax Financial Advisors Inc. 1710.03%0.07%0.10%Q4 2018Q3 202318
Pacer Advisors, Inc. 1110.01%0.04%0.10%Q4 2013Q3 202218
BARCLAYS PLC 1010.00%0.00%0.01%Q2 2013Q4 201918
Hanson & Doremus Investment Management 18180.07%0.50%0.76%Q2 2019Q3 202318
LEVIN CAPITAL STRATEGIES, L.P. 18180.00%0.00%0.01%Q2 2013Q3 201718
Balentine LLC 1210.00%0.00%0.01%Q1 2015Q4 202118
BB&T SECURITIES, LLC 980.01%0.03%0.09%Q2 2014Q3 201917
Pinnacle Bancorp, Inc. 1110.00%0.00%0.01%Q1 2017Q3 202317
GREENLEAF TRUST 1210.00%0.00%0.01%Q1 2017Q3 202317
VANGUARD GROUP INC 1250.00%0.00%0.00%Q2 2013Q3 202017
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 930.03%0.13%0.23%Q2 2013Q1 201817
CAPSTONE ASSET MANAGEMENT CO 17170.04%0.18%0.30%Q2 2013Q2 201717
CIBC Asset Management Inc 1340.00%0.01%0.01%Q2 2013Q3 201717
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1610.00%0.07%0.14%Q3 2015Q4 201917
BEACH INVESTMENT COUNSEL INC/PA 17170.03%0.23%0.73%Q3 2015Q3 201917
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1010.00%0.03%0.16%Q1 2017Q1 202217
Bedel Financial Consulting, Inc. 17170.00%0.01%0.01%Q1 2018Q1 202217
WealthTrust-Arizona, LLC 17170.01%0.03%0.05%Q4 2014Q4 201817
Ellevest, Inc. 1610.00%0.02%0.04%Q2 2019Q3 202317
CAPITAL GUARDIAN TRUST CO 16160.00%0.01%0.05%Q2 2013Q1 201716
Private Capital Group, LLC 1010.00%0.00%0.01%Q4 2017Q2 202216
BOSTON FAMILY OFFICE LLC 16160.04%0.12%0.17%Q2 2013Q1 201716
Rockefeller Capital Management L.P. 1010.00%0.00%0.01%Q1 2018Q4 202216
Greenbrier Partners Capital Management, LLC 16161.95%4.07%6.23%Q2 2013Q1 201716
Cable Hill Partners, LLC 16160.00%0.00%0.01%Q4 2014Q3 201816
Sequoia Financial Advisors, LLC 1420.00%0.12%0.31%Q2 2014Q2 202316
Parkside Financial Bank & Trust 1420.00%0.00%0.01%Q3 2015Q4 202116
Quantbot Technologies LP 710.00%0.03%0.12%Q2 2014Q2 202316
Sawyer & Company, Inc 16160.00%0.00%0.00%Q4 2017Q3 202116
BBVA USA Bancshares, Inc. 15150.02%0.05%0.12%Q2 2013Q4 201615
Financial Architects, Inc 1310.00%0.00%0.01%Q4 2014Q1 201915
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
GRANDFIELD & DODD, LLC 15150.02%0.41%1.32%Q4 2017Q2 202115
FineMark National Bank & Trust 15150.00%0.00%0.01%Q2 2013Q4 201615
Cutler Group LLC / CA 610.00%0.00%0.00%Q4 2015Q1 202115
INTRUST BANK NA 1320.03%0.14%0.25%Q1 2014Q2 202315
People's United Financial, Inc. 15150.01%0.09%0.13%Q2 2013Q4 201615
ClearBridge Investments 1230.01%0.01%0.01%Q2 2013Q2 201815
Advisor Group, Inc. 15150.00%0.01%0.02%Q2 2016Q4 201915
Calvert Investment Management, Inc. 15150.02%0.05%0.11%Q2 2013Q4 201615
Checchi Capital Advisers, LLC 1310.02%0.06%0.09%Q3 2014Q4 202115
CAMBIAR INVESTORS LLC 15150.00%0.68%1.55%Q1 2013Q3 201615
RHUMBLINE ADVISERS 1220.00%0.00%0.00%Q3 2013Q3 202314
Proficio Capital Partners LLC 1310.00%0.01%0.04%Q4 2015Q2 201914
Wealthspire Advisors, L.P. 14140.00%0.00%0.00%Q4 2015Q1 201914
OLD MISSION CAPITAL LLC 410.01%0.21%0.55%Q3 2016Q3 202314
SILVERCREST ASSET MANAGEMENT GROUP LLC 860.01%0.03%0.04%Q2 2015Q2 202014
SALEM INVESTMENT COUNSELORS INC 810.00%0.00%0.00%Q3 2016Q1 202114
Endurance Wealth Management, Inc. 14140.00%0.00%0.00%Q1 2020Q2 202314
NORTHROAD CAPITAL MANAGEMENT LLC 14142.53%3.05%3.41%Q2 2013Q3 201614
JANUS HENDERSON GROUP PLC 14140.00%0.00%0.00%Q2 2015Q3 201814
CREDIT SUISSE AG/ 310.00%0.00%0.00%Q1 2013Q1 202114
Susquehanna International Securities, Ltd. 730.06%1.36%4.64%Q4 2018Q2 202114
JOHNSON INVESTMENT COUNSEL INC 14140.01%0.01%0.01%Q3 2014Q4 201714
Column Capital Advisors, LLC 1310.00%0.00%0.00%Q4 2019Q3 202314
RITHOLTZ WEALTH MANAGEMENT 14140.01%0.04%0.06%Q2 2020Q3 202314
Voya Financial Advisors, Inc. 14140.01%0.02%0.04%Q4 2017Q1 202114
Joel Isaacson & Co., LLC 1220.00%0.01%0.01%Q2 2013Q4 201614
UNITED SERVICES AUTOMOBILE ASSOCIATION 13130.00%0.00%0.00%Q2 2013Q2 201613
Sterling Capital Management LLC 850.00%0.00%0.01%Q1 2013Q3 201713
Callahan Advisors, LLC 13130.18%0.24%0.31%Q1 2019Q1 202213
Lenox Wealth Management, Inc. 13130.00%0.56%1.65%Q2 2017Q2 202013
Ethic Inc. 13130.05%0.10%0.14%Q3 2020Q3 202313
KING LUTHER CAPITAL MANAGEMENT CORP 13130.01%0.01%0.02%Q1 2014Q1 201713
PRIVATE TRUST CO NA 760.00%0.00%0.00%Q1 2013Q3 202313
Ruane, Cunniff & Goldfarb 13130.00%0.00%0.00%Q2 2013Q2 201613
Janney Montgomery Scott LLC 410.00%0.01%0.03%Q4 2013Q2 202313
Valeo Financial Advisors, LLC 850.00%0.00%0.00%Q3 2017Q4 202013
Walleye Trading LLC 310.00%0.00%0.01%Q2 2016Q1 202213
KANALY TRUST CO 13130.00%0.00%0.00%Q4 2013Q4 201613
Ativo Capital Management LLC 13130.20%0.62%1.27%Q2 2013Q2 201613
NorthCoast Asset Management LLC 630.01%0.10%0.25%Q1 2017Q3 202113
Rathbones Group PLC 1210.02%0.02%0.02%Q3 2013Q4 201613
FARMERS & MERCHANTS INVESTMENTS INC 810.00%0.00%0.00%Q3 2013Q1 202313
SCHRODER INVESTMENT MANAGEMENT GROUP 13130.00%0.00%0.00%Q2 2013Q2 201613
Manchester Capital Management LLC 1030.00%0.00%0.01%Q2 2014Q3 202313
BLAIR WILLIAM & CO/IL 940.00%0.01%0.02%Q4 2013Q1 201713
NewEdge Advisors, LLC 620.00%0.01%0.02%Q3 2019Q3 202313
Independent Portfolio Consultants, Inc. 12120.01%0.14%0.31%Q3 2014Q2 201712
First Trust Direct Indexing L.P. 12120.03%0.06%0.08%Q4 2020Q3 202312
NOMURA ASSET MANAGEMENT CO LTD 12120.00%0.00%0.00%Q4 2020Q3 202312
Vanguard Personalized Indexing Management, LLC 12120.01%0.02%0.06%Q4 2020Q3 202312
Atria Investments, Inc 840.02%0.04%0.07%Q2 2013Q2 201712
PINNACLE ASSOCIATES LTD 12120.00%0.01%0.02%Q2 2014Q1 201712
Cambridge Investment Research Advisors, Inc. 510.00%0.01%0.03%Q3 2016Q2 202312
SOA Wealth Advisors, LLC. 12120.00%0.02%0.02%Q4 2020Q3 202312
Smithfield Trust Co 12120.00%0.00%0.01%Q1 2017Q4 201912
MOODY NATIONAL BANK TRUST DIVISION 660.01%0.01%0.01%Q3 2018Q3 202112
Steward Partners Investment Advisory, LLC 750.00%0.00%0.00%Q1 2017Q2 202012
Point View Wealth Management, Inc. 1020.11%0.18%0.27%Q4 2017Q4 202012
Citizens Business Bank 750.10%0.22%0.36%Q4 2013Q2 201712
UBS ASSET MANAGEMENT AMERICAS INC 12120.00%0.00%0.00%Q4 2016Q3 201912
Bard Financial Services, Inc. 12120.30%0.40%0.50%Q4 2020Q3 202312
Azimuth Capital Management LLC 12120.12%0.29%0.44%Q1 2015Q4 201712
MISSION WEALTH MANAGEMENT, LP 12120.01%0.02%0.02%Q4 2020Q3 202312
Capital Bank & Trust Co 12120.00%0.00%0.00%Q2 2017Q1 202012
Berman Capital Advisors, LLC 12120.00%0.00%0.00%Q4 2018Q3 202112
YorkBridge Wealth Partners, LLC 11110.01%0.08%0.14%Q4 2016Q2 201911
Jefferies Group LLC 210.00%0.02%0.05%Q2 2017Q1 202211
Lapides Asset Management, LLC 11110.17%0.36%0.63%Q3 2017Q1 202011
PEAPACK GLADSTONE FINANCIAL CORP 11110.01%0.01%0.02%Q1 2021Q3 202311
Bogart Wealth, LLC 830.00%0.01%0.03%Q3 2017Q2 202111
NICHOLAS COMPANY, INC. 11110.18%0.21%0.26%Q3 2014Q1 201711
Zions Bancorporation 710.00%0.00%0.01%Q1 2015Q3 201811
Concord Wealth Partners 740.00%0.00%0.01%Q4 2020Q3 202311
WFG Advisors, LP 11110.00%0.00%0.00%Q4 2014Q2 201711
MANUFACTURERS LIFE INSURANCE COMPANY, THE 810.00%0.00%0.00%Q1 2015Q2 201811
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
TRUEWEALTH LLC 11110.00%0.00%0.00%Q4 2017Q2 202011
MARIETTA INVESTMENT PARTNERS LLC 830.12%0.22%0.30%Q3 2013Q3 201611
LEUTHOLD GROUP, LLC 510.26%0.66%1.05%Q2 2013Q2 202311
OFI Advisors LLC 11110.00%0.01%0.01%Q1 2013Q3 201511
Front Row Advisors LLC 11110.00%0.00%0.00%Q4 2017Q2 202011
Argent Trust Co 410.01%0.03%0.07%Q1 2018Q1 202311
ROTHSCHILD INVESTMENT LLC /IL 11110.03%0.04%0.05%Q3 2014Q1 201711
HBK INVESTMENTS L P 620.00%0.01%0.01%Q2 2013Q4 201611
East Coast Asset Management, LLC. 11110.18%0.22%0.26%Q2 2013Q4 201511
SIMPLEX TRADING, LLC 310.00%0.00%0.03%Q2 2015Q2 202211
AMG National Trust Bank 11110.05%0.07%0.10%Q4 2020Q2 202311
Plante Moran Financial Advisors, LLC 1010.00%0.01%0.03%Q1 2016Q3 201911
BROWN BROTHERS HARRIMAN & CO 610.00%0.00%0.00%Q3 2015Q3 202211
AdvisorNet Financial, Inc 420.00%0.00%0.00%Q4 2017Q1 202210
American Portfolios Advisors 550.00%0.00%0.01%Q1 2019Q3 202210
Ballentine Partners, LLC 730.01%0.01%0.02%Q4 2020Q3 202310
MCF Advisors LLC 730.00%0.00%0.00%Q1 2021Q3 202310
CAPTRUST FINANCIAL ADVISORS 910.00%0.00%0.00%Q2 2020Q3 202310
Apex Capital Management 10100.01%0.02%0.02%Q4 2013Q1 201610
Alberta Investment Management Corp 510.01%0.04%0.07%Q4 2018Q3 202310
First PREMIER Bank 10100.01%0.02%0.03%Q4 2017Q1 202010
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 510.01%0.13%0.30%Q2 2018Q2 202110
Tweedy, Browne Co LLC 10100.27%0.44%0.54%Q4 2017Q1 202010
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
NumerixS Investment Technologies Inc 610.00%0.01%0.04%Q3 2016Q3 201910
Lenox Wealth Advisors, LLC 910.00%0.00%0.02%Q4 2015Q3 201910
COMERICA SECURITIES INC 10100.02%0.05%0.10%Q2 2016Q3 201810
Virtu KCG Holdings LLC 410.00%0.02%0.08%Q4 2013Q2 201710
Allianz Asset Management GmbH 10100.01%0.02%0.03%Q3 2015Q4 201710
Greylin Investment Management, Inc 710.10%0.32%0.56%Q3 2017Q2 202010
First Allied Advisory Services, Inc. 730.01%0.01%0.02%Q2 2015Q3 201810
GROUP ONE TRADING, L.P. 410.00%0.00%0.01%Q4 2013Q1 202010
Altium Wealth Management LLC 10100.03%0.05%0.05%Q1 2020Q2 202210
Whitnell & Co. 610.00%0.00%0.01%Q2 2013Q2 201810
MANAGED ACCOUNT ADVISORS LLC 990.05%0.07%0.08%Q2 2013Q2 20159
AMERICAN INTERNATIONAL GROUP, INC. 630.00%0.00%0.00%Q2 2013Q1 20169
Banco de Sabadell, S.A 990.03%0.06%0.08%Q4 2017Q4 20199
CITY HOLDING CO 720.00%0.01%0.01%Q4 2013Q3 20169
Fiera Capital Corp 990.00%0.02%0.05%Q2 2015Q2 20179
Optiver Holding B.V. 720.00%0.00%0.01%Q2 2021Q3 20239
THOMAS WHITE INTERNATIONAL LTD 990.37%0.53%0.69%Q3 2017Q3 20199
Cardinal Capital Management, Inc. 990.00%0.40%0.58%Q1 2017Q1 20199
HALL LAURIE J TRUSTEE 990.06%0.08%0.12%Q4 2017Q4 20199
Capital International Investors 990.00%0.00%0.00%Q3 2021Q3 20239
STRS OHIO 810.02%0.05%0.10%Q3 2014Q4 20179
HARTWELL J M LIMITED PARTNERSHIP 990.10%0.12%0.13%Q4 2014Q4 20169
SHINE INVESTMENT ADVISORY SERVICES INC 720.01%0.02%0.03%Q2 2017Q3 20199
HARRIS ASSOCIATES L P 990.01%0.02%0.03%Q3 2017Q3 20199
Veritable, L.P. 990.02%0.02%0.02%Q1 2013Q1 20159
Epoch Investment Partners, Inc. 990.00%0.00%0.01%Q3 2014Q3 20169
Mork Capital Management, LLC 540.69%0.75%0.82%Q4 2015Q4 20199
Avior Wealth Management, LLC 540.00%0.00%0.00%Q1 2021Q3 20239
Patriot Financial Group Insurance Agency, LLC 990.00%0.00%0.00%Q2 2020Q2 20229
SRS Capital Advisors, Inc. 510.00%0.01%0.01%Q4 2016Q3 20239
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20149
Avalon Investment & Advisory 630.02%0.04%0.06%Q1 2016Q1 20209
GENESEE VALLEY TRUST CO 990.15%0.22%0.26%Q2 2014Q2 20169
Dorsey Wright & Associates 530.02%0.10%0.19%Q4 2013Q2 20168
Elkfork Partners LLC 880.01%0.01%0.01%Q4 2016Q3 20188
PARADIGM ASSET MANAGEMENT CO LLC 880.01%0.02%0.02%Q4 2021Q3 20238
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Schechter Investment Advisors, LLC 880.06%0.10%0.14%Q4 2021Q3 20238
SANTA MONICA PARTNERS LP 881.56%2.15%3.08%Q4 2017Q3 20198
AMERICAN CENTURY COMPANIES INC 880.00%0.00%0.00%Q4 2021Q3 20238
Allworth Financial LP 310.00%0.00%0.00%Q2 2018Q3 20238
WHEATLAND ADVISORS INC 880.63%0.72%0.80%Q1 2018Q4 20198
BRINKER CAPITAL INC 880.02%0.04%0.08%Q1 2017Q4 20188
BlackRock Investment Management, LLC 610.00%0.00%0.00%Q4 2013Q1 20168
Winfield Associates, Inc. 880.00%0.00%0.01%Q1 2016Q4 20178
LORD, ABBETT & CO. LLC 880.01%0.03%0.05%Q2 2013Q1 20158
Meadow Creek Investment Management LLC 880.01%0.01%0.01%Q4 2016Q3 20188
Nuveen Fund Advisors, LLC 880.05%0.08%0.11%Q2 2016Q1 20188
AMP Capital Investors Ltd 440.00%0.01%0.01%Q2 2013Q2 20178
WESPAC Advisors SoCal, LLC 880.04%0.10%0.15%Q2 2016Q1 20188
FNY Investment Advisers, LLC 310.06%0.24%0.56%Q2 2018Q3 20228
Glen Harbor Capital Management LLC 880.00%0.01%0.01%Q4 2016Q3 20188
Harbour Capital Advisors, LLC 710.00%0.47%0.67%Q2 2013Q1 20178
WOLFF WIESE MAGANA LLC 880.00%0.01%0.01%Q4 2020Q3 20228
TEACHERS ADVISORS, LLC 880.00%0.00%0.00%Q3 2015Q2 20178
Neuburgh Advisers LLC 880.01%0.01%0.01%Q4 2016Q3 20188
Strategic Global Advisors, LLC 880.08%0.10%0.14%Q4 2016Q3 20188
A.R.T. Advisors, LLC 210.01%0.02%0.04%Q4 2014Q2 20198
CARDEROCK CAPITAL MANAGEMENT INC 710.00%0.72%1.28%Q1 2014Q4 20168
Commonwealth Equity Services, Inc 880.00%0.00%0.00%Q4 2015Q3 20178
EverSource Wealth Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
MANNING & NAPIER ADVISORS LLC 880.01%0.02%0.03%Q2 2014Q1 20168
Anchor Investment Management, LLC 620.00%0.02%0.05%Q2 2016Q2 20188
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
Asset Dedication, LLC 530.00%0.01%0.01%Q1 2019Q3 20228
FIRST MANHATTAN CO. LLC. 420.00%0.00%0.00%Q2 2016Q3 20238
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
Parallax Volatility Advisers, L.P. 330.00%0.01%0.01%Q2 2018Q4 20187
ABNER HERRMAN & BROCK LLC 610.04%0.05%0.06%Q2 2014Q2 20177
OLD NATIONAL BANCORP /IN/ 770.01%0.02%0.03%Q2 2015Q4 20167
Sowell Financial Services LLC 770.00%0.00%0.01%Q3 2019Q1 20217
SCHWARTZ INVESTMENT COUNSEL INC 770.05%0.07%0.09%Q2 2016Q4 20177
Placemark Investments, Inc. 770.14%0.18%0.20%Q2 2013Q4 20147
CENTRAL TRUST Co 430.00%0.00%0.00%Q4 2017Q4 20197
NEW YORK STATE COMMON RETIREMENT FUND 520.00%0.00%0.00%Q2 2020Q2 20227
PATHSTONE FAMILY OFFICE, LLC 510.00%0.01%0.01%Q1 2018Q3 20207
Center for Financial Planning, Inc. 770.05%0.06%0.08%Q1 2022Q3 20237
Liberty Mutual Group Asset Management Inc. 770.01%0.02%0.02%Q2 2016Q4 20177
Euclid Advisors LLC 770.12%1.48%5.37%Q2 2015Q4 20167
Cerity Partners LLC 410.00%0.01%0.03%Q4 2017Q3 20237
Timber Hill LLC 510.00%0.00%0.00%Q1 2014Q1 20177
Gradient Investments LLC 770.00%0.06%0.11%Q4 2016Q2 20187
SHAPIRO ROBERT N 770.00%0.00%0.00%Q2 2013Q4 20147
Salient Capital Advisors, LLC 770.01%0.01%0.02%Q4 2015Q2 20177
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 770.01%0.01%0.02%Q3 2015Q1 20177
OneDigital Investment Advisors LLC 430.00%0.00%0.01%Q3 2017Q2 20197
Clean Yield Group 770.00%0.02%0.04%Q3 2021Q1 20237
JANICZEK WEALTH MANAGEMENT, LLC 770.00%0.01%0.01%Q4 2020Q2 20227
Avestar Capital, LLC 770.00%0.02%0.04%Q4 2017Q2 20197
Brinker Capital Investments, LLC 770.00%0.01%0.01%Q2 2021Q4 20227
RUSSELL FRANK CO/ 610.00%0.01%0.02%Q2 2013Q1 20167
FRANKLIN RESOURCES INC 310.00%0.00%0.00%Q3 2016Q3 20237
Savior LLC 770.00%0.00%0.00%Q4 2019Q2 20217
Stanley Capital Management, LLC 772.19%2.41%2.62%Q1 2020Q3 20217
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 430.00%0.05%0.12%Q4 2016Q3 20237
DELTA ASSET MANAGEMENT LLC/TN 770.00%0.00%0.00%Q1 2017Q3 20187
HighTower Trust Company, N.A. 770.04%0.04%0.05%Q4 2015Q2 20177
Clark Capital Management Group, Inc. 510.07%0.13%0.18%Q2 2015Q1 20176
BSW Wealth Partners 420.05%0.07%0.10%Q3 2021Q1 20236
FLAGSHIP HARBOR ADVISORS, LLC 420.00%0.00%0.00%Q2 2018Q4 20196
MARSHALL WACE, LLP 210.00%0.01%0.02%Q4 2016Q2 20236
HERNDON CAPITAL MANAGEMENT LLC 660.00%0.00%0.01%Q2 2013Q3 20146
NewEdge Wealth, LLC 660.02%0.03%0.03%Q2 2022Q3 20236
Hilton Capital Management, LLC 660.01%0.01%0.02%Q2 2018Q3 20196
McCarthy Asset Management, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
1919 Investment Counsel, LLC 660.05%0.05%0.06%Q2 2013Q3 20146
BREWIN DOLPHIN LTD 660.01%0.04%0.08%Q3 2017Q4 20186
Koss-Olinger Consulting, LLC 660.04%0.12%0.19%Q1 2021Q2 20226
LIBERTY WEALTH MANAGEMENT LLC 310.00%0.00%0.02%Q1 2019Q3 20216
West Coast Financial LLC 510.05%0.17%0.41%Q2 2016Q3 20186
Verition Fund Management LLC 410.01%0.02%0.09%Q2 2020Q1 20226
PARK AVENUE SECURITIES LLC 660.02%0.08%0.14%Q2 2016Q3 20176
RELIANCE TRUST CO OF DELAWARE 660.03%0.04%0.04%Q1 2015Q2 20166
Dana Investment Advisors, Inc. 660.02%0.02%0.03%Q3 2014Q4 20156
BTC Capital Management, Inc. 660.04%0.06%0.08%Q3 2015Q4 20166
HARVEST GROUP WEALTH MANAGEMENT, LLC 660.00%0.00%0.01%Q4 2021Q1 20236
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
Legacy Financial Advisors, Inc. 660.00%0.00%0.01%Q4 2017Q1 20196
Van Cleef Asset Management,Inc 510.05%0.08%0.13%Q4 2017Q2 20196
CONNABLE OFFICE INC 660.07%0.08%0.12%Q2 2014Q3 20156
STATE OF MICHIGAN RETIREMENT SYSTEM 660.02%0.05%0.07%Q2 2014Q3 20156
MSI Financial Services Inc 660.00%0.00%0.01%Q3 2015Q4 20166
ORRSTOWN FINANCIAL SERVICES INC 660.03%0.03%0.04%Q1 2017Q2 20186
STEVENS CAPITAL MANAGEMENT LP 210.01%0.02%0.03%Q2 2013Q1 20195
Marshall Wace North America L.P. 210.00%0.01%0.03%Q4 2017Q4 20205
Sound Income Strategies, LLC 410.00%0.00%0.00%Q2 2018Q4 20225
Orion Portfolio Solutions, LLC 320.00%0.00%0.00%Q4 2019Q2 20235
Balter Liquid Alternatives, LLC 550.10%0.23%0.45%Q4 2017Q4 20185
Parisi Gray Wealth Management 550.00%0.00%0.00%Q4 2017Q4 20185
ADVISOR PARTNERS II, LLC 550.02%0.02%0.03%Q3 2022Q3 20235
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 410.00%0.01%0.03%Q1 2016Q2 20195
Delos Wealth Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
MARSHALL & SULLIVAN INC /WA/ 210.01%0.04%0.12%Q2 2018Q4 20225
SEI TRUST CO 550.00%0.01%0.01%Q3 2013Q3 20145
Sierra Capital LLC 550.00%0.00%0.00%Q1 2021Q1 20225
EAGLE ASSET MANAGEMENT INC 320.00%0.00%0.00%Q3 2016Q2 20235
WHITTIER TRUST CO 210.00%0.00%0.00%Q1 2015Q2 20205
Fairpointe Capital LLC 550.00%0.01%0.01%Q3 2017Q3 20185
Legacy Wealth Asset Management, LLC 550.15%0.19%0.30%Q3 2022Q3 20235
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 310.00%0.00%0.02%Q1 2020Q3 20235
FINANCIAL COUNSELORS INC 410.01%0.02%0.02%Q3 2015Q4 20165
Gupta Wealth Management LLC 550.01%0.01%0.02%Q1 2015Q1 20165
CKW FINANCIAL GROUP 550.01%0.01%0.01%Q2 2014Q2 20155
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 320.00%0.00%0.00%Q1 2015Q3 20175
Vestmark Advisory Solutions, Inc. 550.03%0.04%0.06%Q3 2022Q3 20235
Fieldpoint Private Securities, LLC 320.00%0.01%0.02%Q2 2019Q1 20215
Evercore Wealth Management, LLC 550.00%0.00%0.00%Q3 2013Q3 20145
ACADIAN ASSET MANAGEMENT LLC 210.00%0.00%0.00%Q3 2016Q3 20215
Intercontinental Wealth Advisors, LLC 550.12%0.13%0.14%Q3 2017Q3 20185
Connor, Clark & Lunn Investment Management Ltd. 210.00%0.00%0.00%Q1 2017Q1 20235
Aquatic Capital Management LLC 410.00%0.01%0.02%Q4 2021Q2 20235
WASHINGTON TRUST BANK 320.00%0.00%0.01%Q1 2014Q2 20165
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 550.00%0.00%0.00%Q1 2021Q1 20225
Cetera Advisor Networks LLC 410.00%0.00%0.00%Q2 2020Q3 20235
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 550.03%0.06%0.10%Q4 2017Q4 20185
EVOKE WEALTH, LLC 410.00%0.00%0.00%Q3 2019Q3 20215
1st Global Advisors, Inc. 550.03%0.04%0.05%Q4 2015Q4 20165
BANCED CORP 320.27%0.29%0.31%Q1 2014Q2 20155
Dynamic Technology Lab Private Ltd 110.03%0.07%0.12%Q1 2015Q4 20225
Trexquant Investment LP 210.01%0.03%0.05%Q1 2015Q3 20225
CULLINAN ASSOCIATES INC 550.06%0.06%0.06%Q1 2015Q1 20165
WOODMONT INVESTMENT COUNSEL LLC 410.00%0.00%0.01%Q2 2015Q3 20165
Belpointe Asset Management LLC 320.00%0.02%0.04%Q2 2019Q1 20235
Paloma Partners Management Co 110.00%0.01%0.01%Q4 2013Q4 20195
Schonfeld Strategic Advisors LLC 310.01%0.02%0.08%Q1 2017Q2 20235
EQUITY INVESTMENT CORP 550.01%0.01%0.01%Q2 2018Q2 20195
DONALDSON CAPITAL MANAGEMENT, LLC 551.71%1.89%2.21%Q2 2016Q2 20175
Edge Advisors, LLC 550.00%0.00%0.00%Q4 2016Q4 20175
Capricorn Fund Managers Ltd 320.10%0.14%0.20%Q1 2022Q2 20235
Community Bank, N.A. 410.00%0.00%0.00%Q4 2017Q3 20225
Blue Trust, Inc. 410.00%0.00%0.00%Q2 2022Q3 20235
Graves Light Lenhart Wealth, Inc. 550.01%0.01%0.01%Q4 2020Q4 20215
PRELUDE CAPITAL MANAGEMENT, LLC 210.00%0.00%0.01%Q2 2015Q3 20205
Cresset Asset Management, LLC 210.00%0.00%0.00%Q4 2018Q3 20235
Wealth Quarterback LLC 220.00%0.01%0.03%Q4 2019Q3 20214
1832 Asset Management L.P. 310.00%0.00%0.00%Q3 2017Q2 20194
Hoxton Financial, Inc. 440.05%0.05%0.06%Q2 2015Q1 20164
Poehling Capital Management, INC. 440.61%0.63%0.65%Q2 2020Q1 20214
Steward Financial Group LLC 210.00%0.00%0.00%Q2 2022Q3 20234
Horizon Kinetics 440.01%0.01%0.01%Q1 2018Q4 20184
Squarepoint Ops LLC 210.00%0.01%0.01%Q3 2016Q4 20194
KWMG, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
Quantinno Capital Management LP 440.01%0.03%0.04%Q4 2022Q3 20234
MGO ONE SEVEN LLC 210.00%0.01%0.04%Q4 2017Q3 20224
WealthStone, Inc. 310.00%0.16%0.24%Q2 2019Q1 20214
BAR HARBOR TRUST SERVICES 442.50%3.02%3.69%Q1 2019Q4 20194
Schubert & Co 440.00%0.00%0.00%Q2 2022Q1 20234
HRT FINANCIAL LP 210.00%0.01%0.01%Q3 2019Q4 20214
PIN OAK INVESTMENT ADVISORS INC 440.01%0.01%0.01%Q4 2017Q3 20184
Ameritas Investment Partners, Inc. 440.00%0.00%0.00%Q4 2016Q3 20174
Blueshift Asset Management, LLC 440.03%0.05%0.07%Q2 2020Q1 20214
Prospera Financial Services Inc 210.00%0.03%0.11%Q2 2014Q2 20224
THORNBURG INVESTMENT MANAGEMENT INC 440.00%0.06%0.09%Q2 2017Q1 20184
Aevitas Wealth Management, Inc. 440.01%0.01%0.01%Q4 2017Q3 20184
Arlington Partners LLC 310.00%0.00%0.00%Q1 2020Q2 20224
One Wealth Advisors, LLC 210.00%0.06%0.09%Q4 2017Q1 20194
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 220.00%0.00%0.00%Q1 2014Q3 20214
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
RFP Financial Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.01%0.01%0.02%Q4 2022Q3 20234
TRUSTCORE FINANCIAL SERVICES, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
TRUST & FIDUCIARY MANAGEMENT SERVICES INC 440.04%0.04%0.05%Q2 2013Q1 20144
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
MIDAS MANAGEMENT CORP 440.14%0.87%1.16%Q4 2017Q3 20184
Blackhawk Capital Partners LLC. 440.29%1.26%1.65%Q2 2019Q1 20204
Janney Capital Management LLC 440.55%0.62%0.70%Q4 2017Q3 20184
Hexagon Capital Partners LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Snowden Capital Advisors LLC 310.00%0.00%0.00%Q2 2019Q4 20214
ASPIRIANT, LLC 440.01%0.02%0.02%Q2 2021Q1 20224
Premia Global Advisors, LLC 310.04%0.06%0.08%Q4 2017Q1 20194
CLARK ESTATES INC/NY 440.33%1.86%3.25%Q4 2017Q3 20184
Sterling Financial Planning, Inc. 440.00%0.00%0.01%Q4 2020Q3 20214
Granahan Investment Management 440.01%0.02%0.02%Q3 2016Q2 20174
US FINANCIAL ADVISORS, LLC 440.00%0.00%0.00%Q2 2015Q1 20164
PALLADIEM, LLC 440.01%0.01%0.02%Q4 2014Q3 20154
SIT INVESTMENT ASSOCIATES INC 440.02%0.02%0.02%Q1 2017Q4 20174
Farmers & Merchants Trust Co of Chambersburg PA 440.00%0.00%0.00%Q4 2022Q3 20234
FIRST HAWAIIAN BANK 310.00%0.01%0.03%Q2 2013Q1 20194
Qube Research & Technologies Ltd 310.01%0.01%0.02%Q1 2020Q2 20224
Park Place Capital Corp 440.01%0.01%0.01%Q4 2022Q3 20234
Manning & Napier Group, LLC 440.01%0.01%0.01%Q2 2018Q1 20194
GRIFFIN ASSET MANAGEMENT, INC. 440.14%0.18%0.23%Q1 2019Q4 20194
Laurel Wealth Planning LLC 440.01%0.01%0.01%Q3 2021Q2 20224
MONECO Advisors, LLC 441.09%1.20%1.29%Q1 2019Q4 20194
Boston Trust Walden Corp 440.00%0.00%0.00%Q4 2017Q3 20184
ROCKEFELLER FINANCIAL SERVICES INC 310.00%0.00%0.00%Q2 2014Q1 20164
Horizon Investments, LLC 210.03%0.08%0.14%Q2 2018Q1 20214
ELEMENT CAPITAL MANAGEMENT LLC 330.02%0.05%0.07%Q3 2018Q1 20193
Stratos Wealth Partners, LTD. 110.00%0.02%0.05%Q2 2017Q3 20183
ELLINGTON MANAGEMENT GROUP LLC 110.04%0.05%0.05%Q2 2015Q4 20173
Granite Investment Advisors, LLC 330.47%0.52%0.55%Q1 2018Q3 20183
SENTINEL TRUST CO LBA 330.07%0.08%0.09%Q2 2013Q4 20133
Paragon Capital Management Ltd 110.14%0.14%0.15%Q1 2015Q1 20173
CVA Family Office, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
TD Waterhouse Canada Inc. 210.00%0.00%0.00%Q4 2021Q2 20233
Sugarloaf Wealth Management, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
MidWestOne Financial Group, Inc. 330.10%0.12%0.15%Q2 2019Q4 20193
VICTORY CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q1 2023Q3 20233
FNY Partners Fund LP 210.00%0.06%0.17%Q4 2016Q1 20183
Cetera Investment Advisers 330.00%0.00%0.00%Q3 2021Q1 20223
BALDWIN BROTHERS LLC/MA 330.00%0.00%0.00%Q1 2018Q3 20183
RAYMOND JAMES TRUST N.A. 210.01%0.01%0.01%Q4 2021Q1 20233
SENTINEL ASSET MANAGEMENT, INC. 330.05%0.06%0.06%Q3 2013Q1 20143
Nichols Asset Management LLC 331.02%1.04%1.05%Q2 2016Q4 20163
Axiom Investment Management LLC 330.04%0.05%0.05%Q4 2018Q2 20193
Westside Investment Management, Inc. 330.00%0.00%0.00%Q2 2017Q4 20173
Lebenthal Holdings,LLC 110.05%0.07%0.08%Q1 2015Q1 20163
Sandy Spring Bank 330.00%0.00%0.00%Q1 2014Q3 20143
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 330.22%0.23%0.23%Q1 2014Q3 20143
MOTCO 210.00%0.00%0.00%Q3 2016Q3 20233
TCI Wealth Advisors, Inc. 210.00%0.00%0.00%Q2 2018Q2 20223
Y-Intercept (Hong Kong) Ltd 210.04%0.06%0.10%Q1 2022Q4 20223
Frontier Wealth Management LLC 210.09%0.18%0.24%Q4 2017Q3 20183
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.00%0.00%0.01%Q4 2020Q1 20233
WRAPMANAGER INC 330.12%0.13%0.15%Q4 2015Q2 20163
PUTNAM INVESTMENTS LLC 330.01%0.01%0.01%Q2 2013Q4 20133
Lumature Wealth Partners, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Integrated Investment Consultants, LLC 210.00%0.04%0.06%Q1 2016Q1 20183
MAR VISTA INVESTMENT PARTNERS LLC 330.00%0.00%0.00%Q4 2014Q2 20153
Well Done, LLC 110.01%0.03%0.07%Q3 2017Q4 20183
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
HANSEATIC MANAGEMENT SERVICES INC 330.00%0.00%0.00%Q1 2015Q3 20153
Financial Gravity Asset Management, Inc. 330.03%0.03%0.04%Q1 2018Q3 20183
Clear Perspective Advisors, LLC 330.02%0.07%0.11%Q4 2017Q2 20183
Virtu Financial LLC 110.02%0.04%0.08%Q2 2013Q2 20233
OXFORD ASSET MANAGEMENT LLP 110.01%0.01%0.02%Q2 2015Q1 20173
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q3 2015Q2 20233
EXENCIAL WEALTH ADVISORS, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
tru Independence LLC 330.02%0.02%0.02%Q4 2019Q2 20203
Saturna Capital CORP 210.00%0.00%0.00%Q1 2015Q4 20153
SVB WEALTH LLC 330.00%0.01%0.01%Q3 2020Q1 20213
NKCFO LLC 330.03%0.03%0.04%Q2 2019Q4 20193
SMITH ASSET MANAGEMENT GROUP LP 330.01%0.01%0.02%Q4 2016Q2 20173
INVESTMENT CENTERS OF AMERICA INC 330.02%0.03%0.03%Q3 2016Q1 20173
THRIVENT FINANCIAL FOR LUTHERANS 210.00%0.00%0.00%Q3 2017Q3 20233
Rehmann Capital Advisory Group 330.00%0.00%0.00%Q1 2018Q3 20183
Gryphon Financial Partners LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Genesis Wealth Advisors, LLC 330.03%0.03%0.03%Q4 2014Q2 20153
OLIVER LAGORE VANVALIN INVESTMENT GROUP 330.00%0.00%0.00%Q1 2022Q3 20223
Capital Research Global Investors 330.00%0.00%0.00%Q2 2016Q4 20163
MEEDER ASSET MANAGEMENT INC 330.00%0.00%0.00%Q2 2021Q4 20213
HHM Wealth Advisors, LLC 210.00%0.00%0.00%Q1 2020Q1 20233
Arkadios Wealth Advisors 330.00%0.00%0.00%Q4 2020Q2 20213
YOUSIF CAPITAL MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2021Q1 20233
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
VOLORIDGE INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.02%Q1 2019Q1 20203
SYMPHONY ASSET MANAGEMENT LLC 210.06%0.08%0.08%Q4 2013Q2 20153
DRW Securities, LLC 210.01%0.02%0.04%Q4 2017Q4 20183
Cordant, Inc. 110.00%0.00%0.00%Q4 2019Q3 20213
First Bank & Trust 330.00%0.00%0.00%Q4 2021Q2 20223
Bartlett & Co. LLC 330.00%0.00%0.00%Q4 2020Q2 20213
West Family Investments, Inc. 330.06%0.06%0.06%Q2 2021Q4 20213
Capital Investment Advisory Services, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
White Lighthouse Investment Management Inc. 330.12%0.13%0.13%Q2 2019Q4 20193
B. Riley Wealth Advisors, Inc. 110.00%0.01%0.03%Q2 2014Q2 20183
WCG Wealth Advisors LLC 220.00%0.03%0.04%Q2 2022Q3 20223
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.00%0.00%0.00%Q2 2022Q3 20222
MCKINLEY CAPITAL MANAGEMENT LLC 220.01%0.01%0.01%Q3 2016Q4 20162
FIRST NEW YORK SECURITIES LLC /NY 220.06%0.26%0.46%Q4 2014Q1 20152
DUFF & PHELPS INVESTMENT MANAGEMENT CO 220.05%0.06%0.06%Q3 2016Q4 20162
CAPITAL ONE, NATIONAL ASSOCIATION 220.02%0.02%0.02%Q2 2017Q3 20172
Hudson Portfolio Management LLC 220.46%0.46%0.46%Q2 2023Q3 20232
MARINO, STRAM & ASSOCIATES LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Nemes Rush Group LLC 220.01%0.01%0.01%Q2 2023Q3 20232
FinTrust Capital Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
BRANDYWINE OAK PRIVATE WEALTH LLC 220.04%0.05%0.05%Q3 2019Q4 20192
TELEMUS CAPITAL, LLC 220.03%0.04%0.04%Q1 2016Q2 20162
Fiera Capital Inc. 220.09%0.11%0.13%Q2 2013Q3 20132
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2015Q3 20172
Acrospire Investment Management LLC 110.01%0.02%0.04%Q4 2016Q2 20172
AIGEN INVESTMENT MANAGEMENT, LP 220.02%0.02%0.02%Q4 2019Q1 20202
PDT Partners, LLC 110.01%0.01%0.01%Q2 2013Q2 20142
BlueCrest Capital Management Ltd 110.01%0.01%0.01%Q1 2018Q1 20192
ADVISORY RESEARCH INC 220.01%0.02%0.02%Q1 2017Q2 20172
Compagnie Lombard Odier SCmA 220.00%0.00%0.00%Q4 2015Q1 20162
Covenant Multifamily Offices, LLC 110.02%0.02%0.03%Q4 2017Q1 20192
Marquette Asset Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Private Wealth Strategies, L.L.C. 220.17%0.22%0.27%Q4 2019Q1 20202
American Financial Network Advisory Services LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Crestline Management, LP 220.10%0.12%0.15%Q4 2017Q1 20182
LAZARD ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q2 2016Q2 20172
COMMERCE BANK 220.01%0.01%0.01%Q1 2018Q2 20182
Spot Trading L.L.C 110.01%0.01%0.01%Q4 2016Q4 20162
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Genus Capital Management Inc. 220.04%0.06%0.08%Q2 2023Q3 20232
Lee Financial Co 220.00%0.00%0.00%Q1 2018Q2 20182
Stonehage Fleming Financial Services Holdings Ltd 220.01%0.01%0.01%Q3 2021Q4 20212
Advisors Capital Management, LLC 220.05%0.06%0.06%Q4 2018Q1 20192
River Wealth Advisors LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Simplicity Solutions, LLC 220.03%0.07%0.11%Q4 2016Q1 20172
Inlet Private Wealth, LLC 220.18%0.19%0.20%Q2 2019Q3 20192
ERTS Wealth Advisors, LLC 220.06%0.10%0.13%Q4 2018Q1 20192
Campbell & CO Investment Adviser LLC 110.19%0.37%0.54%Q1 2015Q1 20172
EPG Wealth Management LLC 220.01%0.02%0.02%Q4 2019Q1 20202
BALYASNY ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q4 2020Q2 20222
Human Investing LLC 220.04%0.04%0.04%Q3 2019Q4 20192
WEDBUSH SECURITIES INC 110.01%0.01%0.01%Q4 2022Q3 20232
MONETA GROUP INVESTMENT ADVISORS LLC 220.00%0.00%0.00%Q1 2019Q2 20192
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q4 2015Q2 20162
Latitude Advisors, LLC 110.05%0.12%0.18%Q4 2020Q1 20222
Tradition Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q2 2016Q4 20162
OLD MISSION CAPITAL, LLC 110.31%0.37%0.44%Q4 2016Q4 20202
Alera Investment Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Kore Private Wealth LLC 220.00%0.00%0.00%Q4 2019Q1 20202
NATIONAL BANK OF CANADA /FI/ 110.00%0.00%0.00%Q4 2021Q2 20232
WELD CAPITAL MANAGEMENT LLC 220.06%0.17%0.27%Q4 2018Q1 20192
Virtus Fund Advisers, LLC 220.50%0.61%0.71%Q2 2014Q3 20142
Independent Advisor Alliance 110.01%0.01%0.01%Q3 2021Q1 20222
Ridgewood Investments LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Financial Gravity Companies, Inc. 220.04%0.04%0.04%Q4 2017Q1 20182
GW&K Investment Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Mount Yale Investment Advisors, LLC 110.03%0.03%0.04%Q2 2019Q3 20212
HM PAYSON & CO 220.00%0.00%0.00%Q1 2023Q2 20232
Gilman Hill Asset Management, LLC 220.56%0.62%0.68%Q2 2023Q3 20232
TEXAS CAPITAL BANCSHARES INC/TX 220.13%0.14%0.15%Q4 2014Q1 20152
MERITAGE PORTFOLIO MANAGEMENT 220.06%0.11%0.15%Q2 2023Q3 20232
Tradewinds Global Investors, LLC 220.01%0.01%0.01%Q4 2015Q1 20162
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q1 2013Q2 20142
Vulcan Value Partners, LLC 220.22%0.25%0.28%Q3 2017Q4 20172
MATRIX ASSET ADVISORS INC/NY 220.44%0.46%0.48%Q3 2017Q4 20172
PSI Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
STEPHENS INC /AR/ 110.00%0.00%0.00%Q4 2021Q4 20211
Annis Gardner Whiting Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.00%0.00%0.00%Q3 2022Q3 20221
Leucadia National 110.01%0.01%0.01%Q4 2022Q4 20221
Patten Group, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 110.20%0.20%0.20%Q2 2017Q2 20171
WESTPORT RESOURCES MANAGEMENT INC 110.01%0.01%0.01%Q3 2016Q3 20161
Apriem Advisors 110.00%0.00%0.00%Q2 2013Q2 20131
TIEDEMANN ADVISORS, LLC 110.13%0.13%0.13%Q3 2016Q3 20161
Relyea Zuckerberg Hanson LLC 110.21%0.21%0.21%Q3 2020Q3 20201
Measured Wealth Private Client Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Cairn Investment Group, Inc. 110.35%0.35%0.35%Q4 2019Q4 20191
SCOTIA CAPITAL INC. 110.02%0.02%0.02%Q4 2013Q4 20131
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q3 2020Q3 20201
MACROVIEW INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Enlightenment Research, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q3 2015Q3 20151
CHILTON INVESTMENT CO INC. 110.15%0.15%0.15%Q1 2014Q1 20141
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q4 2016Q4 20161
Vestpro Financial Partners, Inc. dba CPF Texas 110.03%0.03%0.03%Q4 2017Q4 20171
GETCO Holding Company, LLC 110.55%0.55%0.55%Q2 2013Q2 20131
EisnerAmper Wealth Management Corporate Benefits, LLC 110.24%0.24%0.24%Q3 2015Q3 20151
Bayesian Capital Management, LP 110.28%0.28%0.28%Q3 2016Q3 20161
Delphi Private Advisors LLC 110.01%0.01%0.01%Q2 2019Q2 20191
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
D'Orazio & Associates, Inc. 110.01%0.01%0.01%Q3 2015Q3 20151
Ford Financial Group, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
DUBUQUE BANK & TRUST CO 110.00%0.00%0.00%Q4 2018Q4 20181
Bollard Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Kestra Advisory Services, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
TRUST CO OF VERMONT 110.00%0.00%0.00%Q2 2016Q2 20161
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
SG3 Management, LLC 110.30%0.30%0.30%Q4 2017Q4 20171
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Chicago Partners Investment Group LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Carolina Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
OLD SECOND NATIONAL BANK OF AURORA 110.00%0.00%0.00%Q3 2021Q3 20211
Rotella Capital Management, Inc. 110.29%0.29%0.29%Q1 2015Q1 20151
Airain ltd 110.05%0.05%0.05%Q2 2017Q2 20171
Destination Wealth Management 110.00%0.00%0.00%Q1 2018Q1 20181
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
HighPoint Advisor Group LLC 110.02%0.02%0.02%Q3 2019Q3 20191
FSB PREMIER WEALTH MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Value Partners Investments Inc. 111.17%1.17%1.17%Q2 2020Q2 20201
JNBA Financial Advisors 110.01%0.01%0.01%Q3 2016Q3 20161
Quantitative Systematic Strategies LLC 110.12%0.12%0.12%Q4 2018Q4 20181
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q3 2016Q3 20161
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.20%0.20%0.20%Q2 2017Q2 20171
Engineers Gate Manager LP 110.01%0.01%0.01%Q2 2023Q2 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Evolution Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Anfield Capital Management, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Standard Family Office LLC 110.19%0.19%0.19%Q4 2021Q4 20211
Karp Capital Management Corp 110.11%0.11%0.11%Q1 2017Q1 20171
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
Squar Milner Financial Services LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Integrated Wealth Management 110.00%0.00%0.00%Q1 2015Q1 20151
WEST PACES ADVISORS INC. 110.00%0.00%0.00%Q1 2020Q1 20201
IHT Wealth Management, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q1 2015Q1 20151
OmniStar Financial Group, Inc. 110.82%0.82%0.82%Q4 2019Q4 20191
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Peoples Bank/KS 110.26%0.26%0.26%Q3 2023Q3 20231
CHILDRESS CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CLEAR STREET MARKETS LLC 110.10%0.10%0.10%Q3 2016Q3 20161
Lebenthal Asset Management, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Claybrook Capital, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
TWO SIGMA SECURITIES, LLC 110.04%0.04%0.04%Q1 2017Q1 20171
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Capital Advisors, Ltd. LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Jane Street Holding, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Jump Financial, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Rosenberg Matthew Hamilton 110.02%0.02%0.02%Q2 2020Q2 20201
MQS Management LLC 110.40%0.40%0.40%Q4 2022Q4 20221
Horan Capital Advisors, LLC. 110.02%0.02%0.02%Q3 2017Q3 20171
USA FINANCIAL FORMULAS 110.14%0.14%0.14%Q3 2017Q3 20171
Westover Capital Advisors, LLC 110.11%0.11%0.11%Q4 2021Q4 20211
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2014Q3 20141
Covington Capital Management 110.00%0.00%0.00%Q4 2019Q4 20191
StoneX Group Inc. 110.29%0.29%0.29%Q1 2021Q1 20211
Dorsey & Whitney Trust CO LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Morton Brown Family Wealth, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SAL Trading, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
Mosaic Family Wealth, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
GENWORTH FINANCIAL INC 110.03%0.03%0.03%Q2 2013Q2 20131
Syverson Strege & Co 110.00%0.00%0.00%Q1 2023Q1 20231
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2013Q2 20131
Capital Analysts, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Financial Management Professionals, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Lourd Capital, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Rossmore Private Capital 110.00%0.00%0.00%Q4 2017Q4 20171
Mariner Wealth Advisors-NYC, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Aaron Wealth Advisors LLC 110.02%0.02%0.02%Q1 2022Q1 20221
ING GROEP NV 110.04%0.04%0.04%Q2 2013Q2 20131
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Virtue Capital Management, LLC 110.04%0.04%0.04%Q1 2018Q1 20181
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Pinnacle Wealth Planning Services, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
STEEL GROVE CAPITAL ADVISORS, LLC 110.06%0.06%0.06%Q1 2018Q1 20181
Foundations Investment Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
COUNTRY TRUST BANK 110.00%0.00%0.00%Q4 2023Q4 20231
Guidance Point Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Beach Investment Management, LLC. 110.66%0.66%0.66%Q4 2016Q4 20161
Connectus Wealth, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Clearstead Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
TFC Financial Management, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
KNIGHT CAPITAL GROUP LLC 110.00%0.00%0.00%Q2 2013Q2 20131
NBC SECURITIES, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
CHIRON CAPITAL MANAGEMENT, LLC 110.10%0.10%0.10%Q3 2020Q3 20201
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2013Q2 20131
Penserra Capital Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
BOURGEON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
Summit X, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Prestige Wealth Management Group LLC 110.00%0.00%0.00%Q4 2018Q4 20181
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q2 2014Q2 20141
AJO, LP 110.00%0.00%0.00%Q3 2015Q3 20151
Perennial Advisors, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Convergence Investment Partners, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
MIRABELLA FINANCIAL SERVICES LLP 110.10%0.10%0.10%Q2 2022Q2 20221
Spears Abacus Advisors LLC 110.04%0.04%0.04%Q4 2017Q4 20171
180 WEALTH ADVISORS, LLC 110.12%0.12%0.12%Q4 2017Q4 20171
R&F Capital Advisors LP 110.06%0.06%0.06%Q1 2017Q1 20171
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Crewe Advisors LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Advisors Preferred, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q1 2023Q1 20231
Carnegie Capital Asset Management, LLC 110.04%0.04%0.04%Q1 2017Q1 20171
Qtron Investments LLC 110.15%0.15%0.15%Q2 2020Q2 20201
XTX Topco Ltd 110.07%0.07%0.07%Q2 2021Q2 20211
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
THOMPSON DAVIS & CO., INC. 110.04%0.04%0.04%Q3 2017Q3 20171
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
GW HENSSLER & ASSOCIATES LTD 110.02%0.02%0.02%Q1 2019Q1 20191
Kistler-Tiffany Companies, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
WestEnd Advisors, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
IMA Wealth, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
JARISLOWSKY, FRASER Ltd 110.00%0.00%0.00%Q3 2017Q3 20171
Caprock Group, LLC 110.06%0.06%0.06%Q1 2016Q1 20161
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
External links

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