ALCON AG shareholder history

Current and past ALCON AG shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 18180.00%0.01%0.04%Q2 2019Q3 202354
UBS Group AG 18180.00%0.03%0.12%Q2 2019Q3 202353
Citadel Advisors 18180.00%0.01%0.03%Q2 2019Q3 202353
SUSQUEHANNA INTERNATIONAL GROUP, LLP 18180.00%0.00%0.00%Q2 2019Q3 202349
CITIGROUP INC 18180.00%0.02%0.12%Q2 2019Q3 202341
JANE STREET GROUP, LLC 1430.00%0.01%0.08%Q2 2019Q3 202334
PEAK6 Investments LLC 1310.00%0.01%0.04%Q3 2019Q2 202334
CREDIT SUISSE AG/ 18180.00%0.41%1.16%Q2 2019Q3 202330
MILLENNIUM MANAGEMENT LLC 1160.00%0.01%0.04%Q2 2019Q3 202329
Walleye Trading LLC 11110.00%0.01%0.02%Q1 2021Q3 202325
BARCLAYS PLC 18180.00%0.05%0.09%Q2 2019Q3 202323
Cutler Group LLC / CA 710.00%0.00%0.01%Q2 2019Q3 202223
TWO SIGMA SECURITIES, LLC 10100.00%0.02%0.06%Q2 2021Q3 202322
BANK OF AMERICA CORP /DE/ 18180.00%0.03%0.05%Q2 2019Q3 202320
EXANE DERIVATIVES 12120.00%0.18%1.73%Q3 2019Q2 202220
ROYAL BANK OF CANADA 18180.00%0.03%0.06%Q2 2019Q3 202319
MASSMUTUAL TRUST CO FSB/ADV 19190.00%0.00%0.00%Q2 2019Q4 202319
WELLS FARGO & COMPANY/MN 18180.00%0.06%0.13%Q2 2019Q3 202319
BALDWIN BROTHERS LLC/MA 19190.00%0.00%0.02%Q2 2019Q4 202319
Anchor Investment Management, LLC 19190.00%0.01%0.03%Q2 2019Q4 202319
American Assets Investment Management, LLC 18180.14%0.18%0.24%Q2 2019Q3 202318
FRANKLIN RESOURCES INC 18180.00%0.06%0.09%Q2 2019Q3 202318
SYNOVUS FINANCIAL CORP 18180.03%0.06%0.08%Q2 2019Q3 202318
J.P. Morgan Private Wealth Advisors LLC 18180.01%0.03%0.04%Q2 2019Q3 202318
First Horizon Advisors, Inc. 18180.00%0.00%0.01%Q2 2019Q3 202318
Patten Group, Inc. 18180.13%0.29%0.38%Q2 2019Q3 202318
Bank of New York Mellon Corp 18180.04%0.07%0.13%Q2 2019Q3 202318
SEI INVESTMENTS CO 18180.04%0.08%0.11%Q2 2019Q3 202318
Calamos Advisors LLC 18180.04%0.14%0.27%Q2 2019Q3 202318
BANK OF MONTREAL /CAN/ 1520.00%0.01%0.02%Q2 2019Q3 202318
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 18180.00%0.00%0.00%Q2 2019Q3 202318
PEOPLES FINANCIAL SERVICES CORP. 18180.01%0.02%0.05%Q2 2019Q3 202318
Norman Fields, Gottscho Capital Management, LLC 18180.12%0.18%0.27%Q3 2019Q4 202318
CAPTRUST FINANCIAL ADVISORS 18180.01%0.02%0.03%Q2 2019Q3 202318
NATIXIS ADVISORS, L.P. 18180.06%0.14%0.18%Q2 2019Q3 202318
Boston Common Asset Management, LLC 18180.21%0.57%1.42%Q2 2019Q3 202318
JPMORGAN CHASE & CO 18180.01%0.02%0.05%Q2 2019Q3 202318
Compagnie Lombard Odier SCmA 18181.22%1.79%2.88%Q2 2019Q3 202318
Geneos Wealth Management Inc. 18180.00%0.00%0.01%Q2 2019Q3 202318
CULLEN/FROST BANKERS, INC. 18180.00%0.03%0.05%Q2 2019Q3 202318
TOCQUEVILLE ASSET MANAGEMENT L.P. 18180.03%0.16%0.27%Q2 2019Q3 202318
SIRIOS CAPITAL MANAGEMENT L P 18183.73%5.48%7.50%Q2 2019Q3 202318
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 18180.01%0.03%0.04%Q2 2019Q3 202318
FIRST MANHATTAN CO. LLC. 18180.00%0.00%0.01%Q2 2019Q3 202318
Martin Investment Management, LLC 18180.35%5.46%7.33%Q2 2019Q3 202318
AXA S.A. 18180.12%0.15%0.23%Q2 2019Q3 202318
EDMOND DE ROTHSCHILD HOLDING S.A. 18180.01%0.05%0.09%Q2 2019Q3 202318
CREDIT AGRICOLE S A 18180.02%0.04%0.18%Q2 2019Q3 202318
Neuberger Berman Group LLC 18180.00%0.02%0.10%Q2 2019Q3 202318
COMERICA SECURITIES,INC. 18180.02%0.08%0.10%Q2 2019Q3 202318
CIGNA INVESTMENTS INC /NEW 18180.05%0.08%0.17%Q2 2019Q3 202318
VANGUARD GROUP INC 18180.03%0.03%0.04%Q2 2019Q3 202318
QUADRANT CAPITAL GROUP LLC 18180.03%0.04%0.06%Q2 2019Q3 202318
Mariner, LLC 18180.01%0.01%0.02%Q2 2019Q3 202318
AVIVA PLC 18180.04%0.25%0.81%Q2 2019Q3 202318
Dakota Wealth Management 18180.01%0.04%0.08%Q2 2019Q3 202318
BROWN ADVISORY INC 18180.00%0.00%0.01%Q2 2019Q3 202318
Front Row Advisors LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
Zurcher Kantonalbank (Zurich Cantonalbank) 18181.64%2.29%3.14%Q2 2019Q3 202318
BRIDGER MANAGEMENT, LLC 18182.56%4.49%6.25%Q2 2019Q3 202318
FIFTH THIRD BANCORP 18180.00%0.01%0.02%Q2 2019Q3 202318
MORGAN STANLEY 18180.01%0.01%0.02%Q2 2019Q3 202318
PARK AVENUE SECURITIES LLC 18180.02%0.03%0.05%Q2 2019Q3 202318
JNBA Financial Advisors 18180.00%0.01%0.02%Q2 2019Q3 202318
SG Americas Securities, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
RAYMOND JAMES TRUST N.A. 18180.01%0.02%0.03%Q2 2019Q3 202318
PRIMECAP MANAGEMENT CO/CA/ 18180.04%0.11%0.22%Q2 2019Q3 202318
COMMONWEALTH EQUITY SERVICES, LLC 18180.00%0.01%0.01%Q2 2019Q3 202318
FIRST MERCHANTS CORP 18180.06%0.22%0.30%Q2 2019Q3 202318
WELLINGTON MANAGEMENT GROUP LLP 18180.03%0.08%0.19%Q2 2019Q3 202318
FEDERATED HERMES, INC. 18180.00%0.02%0.04%Q2 2019Q3 202318
Fisher Asset Management, LLC 18180.01%0.03%0.09%Q2 2019Q3 202318
OPPENHEIMER ASSET MANAGEMENT INC. 18180.04%0.13%0.19%Q2 2019Q3 202318
Allianz Asset Management GmbH 18180.02%0.05%0.09%Q2 2019Q3 202318
INGALLS & SNYDER LLC 18180.07%0.11%0.15%Q2 2019Q3 202318
Zurich Insurance Group Ltd/FI 18180.04%0.12%0.18%Q2 2019Q3 202318
Crossmark Global Holdings, Inc. 18180.03%0.08%0.10%Q2 2019Q3 202318
SALEM INVESTMENT COUNSELORS INC 18180.00%0.00%0.01%Q2 2019Q3 202318
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 18180.03%0.04%0.06%Q2 2019Q3 202318
WHITTIER TRUST CO 18180.01%0.01%0.02%Q2 2019Q3 202318
CIBC Private Wealth Group, LLC 18180.04%0.14%0.20%Q2 2019Q3 202318
D.A. DAVIDSON & CO. 18180.01%0.08%0.13%Q2 2019Q3 202318
Gradient Investments LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
Blume Capital Management, Inc. 18180.00%0.00%0.00%Q2 2019Q3 202318
Sustainable Growth Advisers, LP 18180.04%0.80%1.82%Q2 2019Q3 202318
Steward Partners Investment Advisory, LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
Financial Management Professionals, Inc. 18180.00%0.00%0.00%Q2 2019Q3 202318
Manning & Napier Group, LLC 18180.44%1.15%1.64%Q2 2019Q3 202318
BlackRock Inc. 18180.01%0.01%0.01%Q2 2019Q3 202318
OPTIMUM INVESTMENT ADVISORS 18180.00%0.01%0.01%Q2 2019Q3 202318
ACADIAN ASSET MANAGEMENT LLC 18180.00%0.04%0.32%Q2 2019Q3 202318
Sandy Spring Bank 18180.00%0.01%0.02%Q2 2019Q3 202318
NISA INVESTMENT ADVISORS, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
LPL Financial LLC 18180.00%0.01%0.02%Q2 2019Q3 202318
STIFEL FINANCIAL CORP 18180.03%0.05%0.06%Q2 2019Q3 202318
CENTRAL TRUST Co 18180.00%0.00%0.01%Q2 2019Q3 202318
GLENMEDE TRUST CO NA 18180.00%0.01%0.01%Q2 2019Q3 202318
Ako Capital 18182.87%4.83%8.23%Q2 2019Q3 202318
KEYBANK NATIONAL ASSOCIATION/OH 18180.00%0.01%0.01%Q2 2019Q3 202318
Allworth Financial LP 18180.00%0.00%0.00%Q2 2019Q3 202318
Pekin Hardy Strauss, Inc. 18180.03%0.07%0.19%Q2 2019Q3 202318
BAHL & GAYNOR INC 18180.00%0.01%0.01%Q2 2019Q3 202318
Laurel Wealth Advisors LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
HSBC HOLDINGS PLC 18180.00%0.01%0.02%Q2 2019Q3 202318
Amica Retiree Medical Trust 18180.03%0.38%0.64%Q2 2019Q3 202318
AMERIPRISE FINANCIAL INC 18180.00%0.00%0.01%Q2 2019Q3 202318
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 18180.01%0.04%0.21%Q2 2019Q3 202318
AMICA MUTUAL INSURANCE CO 18180.04%0.37%0.53%Q2 2019Q3 202318
NORTHERN TRUST CORP 18180.01%0.02%0.03%Q2 2019Q3 202318
HighTower Advisors, LLC 18180.01%0.02%0.02%Q2 2019Q3 202318
RAYMOND JAMES & ASSOCIATES 18180.01%0.02%0.04%Q2 2019Q3 202318
WealthTrust Axiom LLC 18180.14%0.16%0.19%Q2 2019Q3 202318
BROWN BROTHERS HARRIMAN & CO 18180.85%2.75%3.51%Q2 2019Q3 202318
Atria Investments, Inc 18180.02%0.07%0.10%Q2 2019Q3 202318
Janney Montgomery Scott LLC 18180.01%0.02%0.03%Q2 2019Q3 202318
OAK ASSOCIATES LTD /OH/ 18180.14%1.00%1.33%Q2 2019Q3 202318
Reynders McVeigh Capital Management, LLC 18180.04%0.11%0.39%Q2 2019Q3 202318
Highlander Capital Management, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
VOYA INVESTMENT MANAGEMENT LLC 18180.05%0.10%0.15%Q2 2019Q3 202318
PUBLIC SECTOR PENSION INVESTMENT BOARD 18180.07%0.11%0.15%Q2 2019Q3 202318
First Fiduciary Investment Counsel, Inc. 18181.71%2.32%2.74%Q2 2019Q3 202318
PNC FINANCIAL SERVICES GROUP, INC. 18180.00%0.01%0.01%Q2 2019Q3 202318
SEGALL BRYANT & HAMILL, LLC 18180.15%0.47%0.86%Q2 2019Q3 202318
M&T BANK CORP 18180.03%0.05%0.07%Q2 2019Q3 202318
TCTC Holdings, LLC 18180.20%0.26%0.31%Q2 2019Q3 202318
Rockefeller Capital Management L.P. 18180.01%0.02%0.04%Q2 2019Q3 202318
THOMPSON SIEGEL & WALMSLEY LLC 18180.00%0.08%0.77%Q2 2019Q3 202318
PRUDENTIAL FINANCIAL INC 18180.00%0.00%0.00%Q2 2019Q3 202318
EAGLE GLOBAL ADVISORS LLC 18180.15%0.34%0.49%Q2 2019Q3 202318
TOMPKINS FINANCIAL CORP 1080.00%0.00%0.01%Q2 2019Q4 202318
MML INVESTORS SERVICES, LLC 18180.02%0.04%0.06%Q2 2019Q3 202318
Creative Planning 18180.00%0.00%0.00%Q2 2019Q3 202318
Cardinal Capital Management 18180.13%0.19%0.24%Q2 2019Q3 202318
JANUS HENDERSON GROUP PLC 18180.01%0.03%0.04%Q2 2019Q3 202318
Argent Trust Co 18180.02%0.04%0.05%Q2 2019Q3 202318
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 18180.00%0.05%0.09%Q2 2019Q3 202318
Asset Dedication, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
ALLIANCEBERNSTEIN L.P. 18180.00%0.08%0.13%Q2 2019Q3 202318
JARISLOWSKY, FRASER Ltd 18180.02%0.08%0.12%Q2 2019Q3 202318
Smithfield Trust Co 18180.00%0.00%0.01%Q2 2019Q3 202318
OGOREK ANTHONY JOSEPH /NY/ /ADV 18180.01%0.01%0.02%Q2 2019Q3 202318
FMR LLC 18180.00%0.02%0.10%Q2 2019Q3 202318
ASSETMARK, INC 18180.00%0.00%0.00%Q2 2019Q3 202318
FDx Advisors, Inc. 18180.06%0.10%0.13%Q2 2019Q3 202318
WCM INVESTMENT MANAGEMENT, LLC 18180.01%1.04%1.56%Q2 2019Q3 202318
CANADA PENSION PLAN INVESTMENT BOARD 18180.00%0.09%0.17%Q2 2019Q3 202318
DEUTSCHE BANK AG\ 18180.08%0.12%0.19%Q2 2019Q3 202318
ATLAS CAPITAL ADVISORS LLC 18180.02%0.05%0.12%Q2 2019Q3 202318
OPPENHEIMER & CO INC 18180.02%0.04%0.08%Q2 2019Q3 202318
Heritage Wealth Advisors 18180.00%0.00%0.00%Q2 2019Q3 202318
WEBSTER BANK, N. A. 18180.00%0.00%0.00%Q2 2019Q3 202318
Focused Wealth Management, Inc 18180.00%0.00%0.00%Q2 2019Q3 202318
Mengis Capital Management, Inc. 18180.14%0.18%0.26%Q2 2019Q3 202318
WHITTIER TRUST CO OF NEVADA INC 18180.01%0.02%0.03%Q2 2019Q3 202318
NICHOLAS COMPANY, INC. 18180.73%0.83%0.96%Q2 2019Q3 202318
TELEMUS CAPITAL, LLC 18180.04%0.12%0.17%Q2 2019Q3 202318
AlphaMark Advisors, LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
MANUFACTURERS LIFE INSURANCE COMPANY, THE 18180.02%0.04%0.07%Q2 2019Q3 202318
Douglas Lane & Associates, LLC 18180.01%0.05%0.11%Q2 2019Q3 202318
US BANCORP \DE\ 18180.01%0.02%0.04%Q2 2019Q3 202318
CNB Bank 18180.01%0.02%0.06%Q2 2019Q3 202318
Saturna Capital CORP 18180.03%0.05%0.11%Q2 2019Q3 202318
Moors & Cabot, Inc. 18180.06%0.11%0.14%Q2 2019Q3 202318
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
FinTrust Capital Advisors, LLC 18180.00%0.01%0.01%Q2 2019Q3 202318
CWM, LLC 1080.00%0.01%0.01%Q1 2019Q3 202318
GABELLI FUNDS LLC 18180.01%0.01%0.01%Q2 2019Q3 202318
PRENTISS SMITH & CO INC 18180.38%1.00%4.12%Q2 2019Q3 202318
BLAIR WILLIAM & CO/IL 18180.00%0.00%0.01%Q2 2019Q3 202318
LaFleur & Godfrey LLC 18180.45%2.16%3.05%Q2 2019Q3 202318
ENVESTNET ASSET MANAGEMENT INC 18180.04%0.05%0.06%Q2 2019Q3 202318
VALLEY NATIONAL ADVISERS INC 18180.00%0.00%0.01%Q2 2019Q3 202318
PIN OAK INVESTMENT ADVISORS INC 18180.01%0.03%0.05%Q2 2019Q3 202318
Aristotle Capital Management, LLC 18181.85%2.09%2.44%Q2 2019Q3 202318
ClearBridge Investments 18180.00%0.45%0.76%Q2 2019Q3 202318
Raymond James Financial Services Advisors, Inc. 18180.00%0.00%0.01%Q2 2019Q3 202318
CAMDEN NATIONAL BANK 18180.15%0.60%0.95%Q2 2019Q3 202318
Chesley Taft & Associates LLC 18180.14%0.19%0.22%Q2 2019Q3 202318
MCDANIEL TERRY & CO 18180.68%1.69%2.07%Q2 2019Q3 202318
BOSTON FAMILY OFFICE LLC 18180.02%0.13%0.20%Q2 2019Q3 202318
BESSEMER GROUP INC 18180.00%0.02%0.12%Q2 2019Q3 202318
AllSquare Wealth Management LLC 18180.01%0.01%0.01%Q2 2019Q3 202318
TRUIST FINANCIAL CORP 18180.01%0.02%0.05%Q2 2019Q3 202318
Zions Bancorporation, N.A. 18180.00%0.10%0.24%Q2 2019Q3 202318
SIGNATUREFD, LLC 18180.01%0.02%0.02%Q2 2019Q3 202318
EXENCIAL WEALTH ADVISORS, LLC 17170.13%0.24%0.47%Q3 2019Q3 202317
D.B. Root & Company, LLC 17170.11%0.22%0.43%Q3 2019Q3 202317
NICHOLS & PRATT ADVISERS LLP /MA 1610.44%0.54%1.00%Q2 2019Q3 202317
BOKF, NA 980.00%0.01%0.01%Q2 2019Q3 202317
TD ASSET MANAGEMENT INC 17170.01%0.04%0.06%Q3 2019Q3 202317
ROFFMAN MILLER ASSOCIATES INC /PA/ 17170.05%0.42%0.52%Q2 2019Q2 202317
Clean Yield Group 17170.05%0.41%1.16%Q3 2019Q3 202317
D. E. Shaw & Co., Inc. 1610.00%0.02%0.08%Q2 2019Q3 202317
Arlington Partners LLC 17170.01%0.04%0.09%Q3 2019Q3 202317
Glassman Wealth Services 1340.00%0.01%0.01%Q2 2019Q3 202317
BerganKDV Wealth Management, LLC 17170.00%0.00%0.00%Q2 2019Q2 202317
Oakworth Capital, Inc. 17170.00%0.01%0.01%Q3 2019Q3 202317
Pacifica Partners Inc. 17170.00%0.03%0.05%Q4 2019Q4 202317
EQUITABLE TRUST CO 17170.02%0.37%0.53%Q2 2019Q2 202317
FRONTIER CAPITAL MANAGEMENT CO LLC 17170.25%0.41%0.53%Q3 2019Q3 202317
First Personal Financial Services 17170.00%0.01%0.02%Q3 2019Q3 202317
Avior Wealth Management, LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
BRIDGES INVESTMENT MANAGEMENT INC 17170.06%0.70%0.86%Q3 2019Q3 202317
HUNTINGTON NATIONAL BANK 17170.00%0.00%0.00%Q3 2019Q3 202317
REGIONS FINANCIAL CORP 17170.01%0.01%0.01%Q3 2019Q3 202317
AdvisorNet Financial, Inc 17170.00%0.00%0.03%Q3 2019Q3 202317
BENJAMIN F. EDWARDS & COMPANY, INC. 1520.00%0.00%0.00%Q2 2019Q3 202317
Prestige Wealth Management Group LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
Archer Investment Corp 17170.00%0.00%0.00%Q3 2019Q3 202317
Williams Jones Wealth Management, LLC. 17171.12%1.47%1.64%Q3 2019Q3 202317
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1070.01%0.12%0.37%Q2 2019Q3 202317
Laird Norton Wetherby Wealth Management, LLC 17170.03%0.04%0.04%Q3 2019Q3 202317
Global Retirement Partners, LLC 1070.00%0.01%0.02%Q2 2019Q3 202317
MARSHALL WACE, LLP 1340.00%0.21%0.53%Q2 2019Q3 202317
Vestmark Advisory Solutions, Inc. 1520.05%0.10%0.14%Q2 2019Q3 202317
Veritable, L.P. 17170.00%0.01%0.01%Q2 2019Q2 202317
Parkside Financial Bank & Trust 1340.00%0.00%0.01%Q2 2019Q3 202317
DekaBank Deutsche Girozentrale 1610.09%0.12%0.23%Q2 2019Q3 202317
North Star Investment Management Corp. 17170.00%0.00%0.00%Q3 2019Q3 202317
IFP Advisors, Inc 17170.00%0.01%0.01%Q3 2019Q3 202317
Arden Trust Co 1610.00%0.18%0.30%Q3 2019Q4 202317
First National Bank of South Miami 17170.00%0.01%0.03%Q2 2019Q2 202317
Lindbrook Capital, LLC 17170.01%0.01%0.02%Q3 2019Q3 202317
BDO Wealth Advisors, LLC 17170.00%0.00%0.01%Q2 2019Q2 202317
UBS ASSET MANAGEMENT AMERICAS INC 1520.00%0.00%0.00%Q2 2019Q3 202317
Capital Research Global Investors 1520.00%0.19%0.56%Q2 2019Q3 202317
Sutton Wealth Advisors Inc. 17170.00%0.00%0.00%Q2 2019Q2 202317
ANCHOR CAPITAL ADVISORS LLC 17170.31%0.40%0.45%Q3 2019Q3 202317
SRS Capital Advisors, Inc. 1070.00%0.01%0.02%Q2 2019Q3 202317
Cambridge Investment Research Advisors, Inc. 17170.00%0.00%0.01%Q3 2019Q3 202317
Bartlett & Co. LLC 820.00%0.00%0.02%Q2 2019Q4 202317
Parallel Advisors, LLC 17170.00%0.01%0.02%Q3 2019Q3 202317
PARK NATIONAL CORP /OH/ 16160.01%0.02%0.05%Q2 2019Q1 202316
CREATIVE FINANCIAL DESIGNS INC /ADV 1420.00%0.00%0.00%Q3 2019Q3 202316
DEARBORN PARTNERS LLC 970.01%0.03%0.05%Q2 2019Q3 202316
FIRST FINANCIAL CORP /IN/ 16160.00%0.00%0.01%Q2 2019Q1 202316
Sageworth Trust Co 16160.00%0.00%0.00%Q2 2019Q1 202316
MACKENZIE FINANCIAL CORP 1330.13%0.38%0.71%Q3 2019Q3 202316
Bogart Wealth, LLC 1240.00%0.00%0.00%Q3 2019Q3 202316
M&G INVESTMENT MANAGEMENT LTD 16160.01%0.32%3.55%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
S.A. Mason LLC 16160.04%0.04%0.05%Q4 2019Q3 202316
FIRST TRUST ADVISORS LP 1150.00%0.03%0.05%Q2 2019Q3 202316
Ensign Peak Advisors, Inc 16160.00%0.00%0.01%Q4 2019Q3 202316
KING LUTHER CAPITAL MANAGEMENT CORP 16160.06%0.70%0.88%Q4 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.02%0.03%0.04%Q4 2019Q3 202316
Mount Yale Investment Advisors, LLC 16160.29%0.39%0.50%Q2 2019Q1 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.00%0.00%0.01%Q4 2019Q3 202316
Ninety One UK Ltd 16160.02%0.05%0.06%Q4 2019Q3 202316
Pinnacle Wealth Planning Services, Inc. 1420.05%0.10%0.14%Q3 2019Q3 202316
Pictet North America Advisors SA 16161.40%1.93%2.67%Q4 2019Q3 202316
Madison Asset Management, LLC 16160.11%0.86%1.09%Q4 2019Q3 202316
Lowell Blake & Associates Inc. 16162.18%2.52%3.02%Q4 2019Q3 202316
Banque Cantonale Vaudoise 16160.51%2.80%4.61%Q4 2019Q3 202316
Simmons Bank 1510.02%0.06%0.09%Q2 2019Q3 202316
BANQUE PICTET & CIE SA 16160.14%0.24%0.32%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.02%0.04%Q4 2019Q3 202316
MOTCO 1420.00%0.00%0.00%Q2 2019Q3 202316
OLD SECOND NATIONAL BANK OF AURORA 1420.00%0.00%0.00%Q2 2019Q3 202316
STATE STREET CORP 1420.00%0.00%0.00%Q2 2019Q3 202316
TimeScale Financial, Inc. 16160.00%0.00%0.00%Q3 2019Q2 202316
Ancora Advisors LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Clearstead Advisors, LLC 1510.01%0.02%0.04%Q2 2019Q3 202316
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
Ninety One North America, Inc. 16160.07%0.22%0.34%Q4 2019Q3 202316
Dynamic Advisor Solutions LLC 16160.02%0.04%0.05%Q4 2019Q3 202316
Covenant Partners, LLC 1510.19%0.47%0.59%Q2 2019Q3 202316
Column Capital Advisors, LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.00%0.00%0.00%Q4 2019Q3 202316
ESSEX INVESTMENT MANAGEMENT CO LLC 16160.00%0.01%0.02%Q2 2019Q1 202316
Mitsubishi UFJ Trust & Banking Corp 1060.00%0.06%0.16%Q3 2019Q3 202316
Summit Place Financial Advisors, LLC 16161.33%1.65%2.41%Q4 2019Q3 202316
Baird Financial Group, Inc. 710.00%0.00%0.00%Q2 2019Q3 202315
JFS WEALTH ADVISORS, LLC 960.00%0.00%0.01%Q2 2019Q3 202315
Pinnacle Bancorp, Inc. 15150.02%0.03%0.04%Q1 2020Q3 202315
CONNABLE OFFICE INC 15150.15%0.17%0.20%Q3 2019Q1 202315
GOFEN & GLOSSBERG LLC /IL/ 15150.03%0.14%0.32%Q2 2019Q4 202215
TSFG, LLC 1310.00%0.00%0.00%Q2 2019Q2 202315
STEPHENS INC /AR/ 1410.01%0.01%0.01%Q4 2019Q3 202315
FORSTA AP-FONDEN 15150.00%0.01%0.08%Q1 2020Q3 202315
Disciplined Investments, LLC 15150.00%0.00%0.00%Q4 2019Q2 202315
Ipswich Investment Management Co., Inc. 1410.06%0.22%0.28%Q3 2019Q2 202315
USS Investment Management Ltd 15150.04%0.12%0.19%Q1 2020Q3 202315
Rosenberg Matthew Hamilton 15150.02%0.04%0.07%Q1 2020Q3 202315
TCI Wealth Advisors, Inc. 15150.00%0.00%0.01%Q3 2019Q1 202315
LATHROP INVESTMENT MANAGEMENT CORP 15151.28%2.58%3.15%Q1 2020Q3 202315
NORGES BANK 15150.16%0.18%0.20%Q2 2019Q4 202215
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 15150.00%0.00%0.00%Q3 2019Q1 202315
WASHINGTON TRUST Co 15150.00%0.00%0.00%Q1 2020Q3 202315
Tower Research Capital LLC (TRC) 870.00%0.01%0.06%Q3 2019Q3 202315
JOHNSON INVESTMENT COUNSEL INC 1140.02%0.29%1.62%Q3 2019Q3 202315
Calamos Wealth Management LLC 15150.02%0.12%0.20%Q1 2020Q3 202315
TRUSTCORE FINANCIAL SERVICES, LLC 15150.00%0.01%0.01%Q2 2019Q4 202215
SCHWARTZ INVESTMENT COUNSEL INC 15150.24%0.47%0.55%Q1 2020Q3 202315
Red Cedar Capital, LLC 15150.03%0.03%0.03%Q2 2019Q4 202215
COMERICA BANK 15150.02%0.02%0.03%Q2 2019Q4 202215
HM PAYSON & CO 1410.00%0.00%0.00%Q2 2019Q3 202315
Cubist Systematic Strategies, LLC 630.00%0.04%0.13%Q2 2019Q3 202315
Capital Investment Services of America, Inc. 15150.17%1.03%1.75%Q1 2020Q3 202315
HARDING LOEVNER LP 1140.02%2.36%4.55%Q4 2019Q3 202315
Sargent Bickham Lagudis LLC 15150.00%0.00%0.00%Q2 2019Q4 202215
Findlay Park Partners LLP 1230.32%1.18%2.01%Q2 2019Q3 202315
Invesco Ltd. 15150.01%0.06%0.16%Q2 2019Q4 202215
Independence Bank of Kentucky 15150.00%0.00%0.01%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.02%0.02%Q1 2020Q3 202315
Trust Co 15150.00%0.00%0.00%Q1 2020Q3 202315
American Research & Management Co. 14140.00%0.01%0.01%Q2 2019Q3 202214
Corient Capital Partners, LLC 14140.04%0.07%0.10%Q2 2019Q3 202214
EATON VANCE MANAGEMENT 14140.01%0.04%0.11%Q2 2019Q3 202214
B. Riley Wealth Advisors, Inc. 1310.01%0.03%0.06%Q3 2019Q2 202314
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 770.00%0.00%0.01%Q2 2019Q4 202214
JENNISON ASSOCIATES LLC 14140.02%0.25%1.45%Q3 2019Q4 202214
Cresset Asset Management, LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
American Portfolios Advisors 14140.00%0.00%0.01%Q2 2019Q3 202214
HALL LAURIE J TRUSTEE 1110.00%0.02%0.12%Q3 2019Q3 202314
HOWE & RUSLING INC 14140.00%0.00%0.00%Q2 2019Q3 202214
TRUST CO OF VERMONT 710.00%0.00%0.01%Q4 2019Q3 202314
PITCAIRN CO 14140.02%0.04%0.05%Q2 2020Q3 202314
Advisor OS, LLC 14140.05%0.11%0.22%Q2 2020Q3 202314
Hudock, Inc. 14140.00%0.00%0.01%Q2 2019Q3 202214
GATEWAY INVESTMENT ADVISERS LLC 14140.01%0.02%0.04%Q2 2020Q3 202314
MUFG Americas Holdings Corp 14140.02%0.13%0.21%Q2 2019Q3 202214
COLDSTREAM CAPITAL MANAGEMENT INC 1110.01%0.03%0.05%Q2 2019Q1 202314
Palisade Asset Management, LLC 14140.03%0.04%0.04%Q2 2019Q3 202214
Brinker Capital Investments, LLC 1030.00%0.10%0.17%Q2 2019Q4 202213
TWO SIGMA ADVISERS, LP 940.00%0.02%0.07%Q4 2019Q2 202313
ADVISORS MANAGEMENT GROUP INC /ADV 920.07%0.09%0.10%Q3 2019Q1 202313
JANICZEK WEALTH MANAGEMENT, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
WEDBUSH SECURITIES INC 710.01%0.01%0.02%Q2 2019Q2 202313
Kestra Advisory Services, LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
BREWIN DOLPHIN LTD 13130.00%0.00%0.01%Q2 2019Q2 202213
Hexagon Capital Partners LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
LAZARD ASSET MANAGEMENT LLC 13130.00%0.02%0.06%Q2 2019Q2 202213
MAI Capital Management 13130.02%0.03%0.05%Q2 2019Q2 202213
ADVISOR PARTNERS LLC 13130.03%0.05%0.07%Q2 2019Q2 202213
One Wealth Advisors, LLC 13130.06%0.12%0.24%Q2 2020Q2 202313
Magellan Asset Management Ltd 13130.00%0.00%0.00%Q3 2020Q3 202313
PRICE T ROWE ASSOCIATES INC /MD/ 13130.07%0.19%0.37%Q2 2019Q2 202213
Fieldpoint Private Securities, LLC 13130.08%0.14%0.24%Q2 2019Q2 202213
Engineers Gate Manager LP 810.01%0.08%0.24%Q3 2019Q3 202313
CLIFFORD SWAN INVESTMENT COUNSEL LLC 13130.01%0.02%0.04%Q2 2019Q2 202213
EVOKE WEALTH, LLC 13130.00%0.00%0.01%Q3 2019Q3 202213
Fiera Capital Corp 1210.00%0.55%0.80%Q2 2019Q3 202313
Valeo Financial Advisors, LLC 710.01%0.01%0.02%Q3 2019Q3 202313
KORNITZER CAPITAL MANAGEMENT INC /KS 13130.18%0.24%0.36%Q3 2020Q3 202313
Key FInancial Inc 1210.01%0.01%0.02%Q1 2020Q3 202313
MEEDER ASSET MANAGEMENT INC 1030.00%0.00%0.00%Q2 2019Q3 202213
REGENTATLANTIC CAPITAL LLC 1120.01%0.02%0.02%Q2 2019Q3 202213
Birch Hill Investment Advisors LLC 12120.02%0.29%0.83%Q4 2020Q3 202312
Cetera Investment Advisers 12120.01%0.01%0.02%Q4 2020Q3 202312
Rudius Management LP 121250.93%67.60%97.57%Q4 2020Q3 202312
Total Clarity Wealth Management, Inc. 12120.14%0.23%0.47%Q1 2020Q4 202212
Cerity Partners LLC 820.00%0.01%0.01%Q3 2019Q3 202312
EXCHANGE TRADED CONCEPTS, LLC 1110.00%0.00%0.00%Q4 2020Q4 202312
Susquehanna International Securities, Ltd. 750.06%1.72%9.47%Q2 2019Q3 202312
Legacy Bridge, LLC 12120.00%0.01%0.02%Q2 2019Q1 202212
COMMERCE BANK 510.00%0.00%0.00%Q2 2019Q3 202312
Ellevest, Inc. 750.00%0.00%0.01%Q3 2019Q3 202212
TOWNSQUARE CAPITAL LLC 12120.02%0.06%0.09%Q4 2020Q3 202312
Advisors Capital Management, LLC 930.01%0.01%0.02%Q2 2019Q2 202212
Crewe Advisors LLC 1110.00%0.00%0.01%Q4 2019Q3 202312
Lester Murray Antman dba SimplyRich 710.09%0.11%0.19%Q2 2019Q3 202312
Majedie Asset Management Ltd 12120.09%0.30%0.81%Q2 2019Q1 202212
Timber Creek Capital Management LLC 1110.00%0.36%1.01%Q3 2019Q2 202312
Private Capital Group, LLC 12120.00%0.01%0.02%Q3 2019Q2 202212
Legacy Wealth Asset Management, LLC 12120.12%0.53%0.98%Q4 2020Q3 202312
PATHSTONE FAMILY OFFICE, LLC 510.00%0.00%0.01%Q2 2019Q3 202312
Private Advisor Group, LLC 410.00%0.01%0.02%Q2 2019Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.07%0.12%0.16%Q4 2020Q3 202312
Polar Capital Holdings Plc 12120.12%0.18%0.34%Q4 2020Q3 202312
Wealth Alliance 12120.10%0.14%0.17%Q4 2020Q3 202312
Snowden Capital Advisors LLC 820.00%0.05%0.10%Q3 2019Q3 202312
HHM Wealth Advisors, LLC 1020.00%0.00%0.00%Q1 2020Q1 202312
DIMENSIONAL FUND ADVISORS LP 12120.01%0.02%0.03%Q2 2019Q1 202212
METROPOLITAN LIFE INSURANCE CO/NY 410.02%0.05%0.09%Q2 2019Q3 202312
MGO ONE SEVEN LLC 12120.02%0.08%0.12%Q4 2020Q3 202312
RESOURCES MANAGEMENT CORP /CT/ /ADV 12120.00%0.00%0.00%Q3 2019Q2 202212
Bedel Financial Consulting, Inc. 12120.00%0.01%0.01%Q2 2019Q1 202212
FIDUCIARY TRUST CO 1020.00%0.01%0.03%Q3 2019Q3 202312
Cetera Advisor Networks LLC 1110.00%0.01%0.01%Q2 2020Q3 202312
PARAMETRIC PORTFOLIO ASSOCIATES LLC 12120.02%0.03%0.04%Q2 2019Q1 202212
Capital Analysts, LLC 1110.00%0.02%0.02%Q2 2019Q3 202312
Qube Research & Technologies Ltd 620.00%0.02%0.05%Q2 2020Q3 202312
Virtue Capital Management, LLC 840.05%0.09%0.14%Q2 2020Q3 202312
NOMURA ASSET MANAGEMENT CO LTD 12120.00%0.00%0.00%Q4 2020Q3 202312
KESTRA PRIVATE WEALTH SERVICES, LLC 930.01%0.02%0.04%Q3 2020Q3 202312
SITTNER & NELSON, LLC 12120.04%0.05%0.07%Q4 2020Q3 202312
Thomas J. Herzfeld Advisors, Inc. 11110.00%0.00%0.01%Q2 2019Q4 202111
REILLY FINANCIAL ADVISORS, LLC 11110.00%0.01%0.03%Q2 2019Q4 202111
Marotta Asset Management 830.14%0.16%0.18%Q1 2021Q4 202311
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
Plante Moran Financial Advisors, LLC 810.00%0.00%0.00%Q2 2019Q3 202211
Gemmer Asset Management LLC 11110.00%0.00%0.00%Q3 2019Q1 202211
Court Place Advisors, LLC 11110.07%0.09%0.12%Q2 2019Q4 202111
Truehand, Inc 11110.01%0.01%0.01%Q2 2019Q4 202111
OSSIAM 610.02%0.38%1.64%Q2 2019Q3 202311
Korea Investment CORP 11110.07%0.12%0.16%Q1 2021Q3 202311
NEW YORK STATE COMMON RETIREMENT FUND 11110.01%0.01%0.01%Q1 2021Q3 202311
McClarren Financial Advisors, Inc. 650.00%0.00%0.00%Q4 2020Q3 202311
Stonebridge Capital Advisors LLC 520.00%0.00%0.00%Q2 2019Q3 202311
PRELUDE CAPITAL MANAGEMENT, LLC 920.00%0.04%0.11%Q2 2019Q3 202311
FOUNDERS FINANCIAL SECURITIES LLC 11110.07%0.08%0.09%Q1 2021Q3 202311
Ellis Investment Partners, LLC 11110.00%0.00%0.00%Q1 2020Q3 202211
WESTPAC BANKING CORP 610.03%0.09%0.24%Q3 2019Q1 202311
SCHRODER INVESTMENT MANAGEMENT GROUP 11110.00%0.67%1.03%Q2 2019Q4 202111
Avestar Capital, LLC 710.00%0.05%0.07%Q2 2019Q3 202311
ALBION FINANCIAL GROUP /UT 1010.00%0.00%0.00%Q4 2020Q3 202311
NORTHWEST INVESTMENT COUNSELORS, LLC 810.00%0.00%0.00%Q3 2019Q3 202311
PERSONAL CFO SOLUTIONS, LLC 11110.17%0.25%0.33%Q3 2019Q1 202211
TWO SIGMA INVESTMENTS, LP 810.00%0.03%0.10%Q4 2019Q3 202311
swisspartners Advisors Ltd 1010.64%1.09%4.84%Q4 2020Q3 202311
GEODE CAPITAL MANAGEMENT, LLC 11110.00%0.00%0.00%Q2 2019Q4 202111
First Trust Direct Indexing L.P. 1010.04%0.07%0.08%Q4 2020Q3 202311
YorkBridge Wealth Partners, LLC 11110.10%0.12%0.14%Q2 2020Q4 202211
ROYAL LONDON ASSET MANAGEMENT LTD 11110.02%0.02%0.02%Q1 2021Q3 202311
Marks Group Wealth Management, Inc 11110.03%0.12%0.16%Q1 2021Q3 202311
Newbridge Financial Services Group, Inc. 11110.01%0.01%0.01%Q1 2021Q3 202311
Piscataqua Savings Bank 11110.00%0.00%0.00%Q1 2021Q3 202311
Orion Capital Management LLC 1010.00%0.01%0.01%Q4 2020Q3 202311
Pacific Center for Financial Services 530.00%0.00%0.00%Q2 2019Q3 202311
Covington Capital Management 730.00%0.02%0.06%Q2 2019Q3 202210
Sonora Investment Management, LLC 10100.00%0.00%0.00%Q2 2019Q3 202110
Farmers & Merchants Trust Co of Chambersburg PA 10100.00%0.00%0.00%Q2 2019Q3 202110
DIVIDEND ASSETS CAPITAL, LLC 10100.00%0.00%0.00%Q4 2020Q1 202310
Icon Wealth Partners, LLC 730.02%0.04%0.06%Q4 2020Q3 202310
PSI Advisors, LLC 910.01%0.01%0.01%Q4 2019Q3 202310
Carroll Financial Associates, Inc. 10100.00%0.00%0.01%Q3 2019Q4 202110
Amundi 10100.07%0.11%0.17%Q2 2021Q3 202310
Centerpoint Advisors, LLC 730.00%0.03%0.04%Q2 2019Q3 202310
Accel Wealth Management 10100.00%0.00%0.00%Q4 2020Q1 202310
Renaissance Technologies 420.00%0.02%0.04%Q1 2020Q4 202210
EAGLE ASSET MANAGEMENT INC 10100.00%0.00%0.00%Q2 2021Q3 202310
THRIVENT FINANCIAL FOR LUTHERANS 10100.00%0.00%0.00%Q4 2020Q1 202310
Antonetti Capital Management LLC 910.00%0.00%0.01%Q2 2010Q3 202310
SECURITY NATIONAL TRUST CO 10100.01%0.01%0.02%Q2 2019Q3 202110
Checchi Capital Advisers, LLC 910.02%0.02%0.03%Q4 2020Q2 202310
Jacobi Capital Management LLC 10100.00%0.00%0.01%Q2 2019Q3 202110
Beacon Pointe Advisors, LLC 640.01%0.01%0.04%Q4 2020Q3 202310
PICTET BANK & TRUST Ltd 10100.22%0.32%0.46%Q2 2021Q3 202310
Freestone Capital Holdings, LLC 10100.01%0.03%0.06%Q4 2019Q1 202210
Russell Investments Group, Ltd. 910.00%0.06%0.10%Q1 2020Q3 202310
AMP Capital Investors Ltd 10100.04%0.05%0.06%Q2 2019Q3 202110
GREENLEAF TRUST 410.00%0.00%0.01%Q2 2019Q3 202310
ENTERPRISE FINANCIAL SERVICES CORP 10100.00%0.01%0.01%Q2 2019Q3 202110
CX Institutional 910.00%0.00%0.00%Q3 2019Q2 202210
NEXT Financial Group, Inc 640.00%0.00%0.01%Q2 2019Q4 202110
FARMERS & MERCHANTS INVESTMENTS INC 10100.00%0.00%0.00%Q1 2020Q2 202210
Schonfeld Strategic Advisors LLC 310.00%0.03%0.09%Q3 2019Q3 202310
Squarepoint Ops LLC 430.00%0.01%0.03%Q2 2020Q3 202310
Exane Asset Management 320.14%15.18%32.94%Q3 2019Q3 202310
Ten Capital Wealth Advisors, LLC 10100.00%0.00%0.00%Q4 2020Q1 202310
FIL Ltd 610.00%0.04%0.08%Q2 2019Q3 202310
MetLife Investment Management, LLC 310.02%0.02%0.03%Q4 2019Q3 202310
Cowen Prime Advisors LLC 910.00%0.00%0.00%Q2 2020Q2 202310
Kessler Investment Group, LLC 10100.00%0.00%0.01%Q1 2020Q2 202210
Carmignac Gestion 730.75%1.25%2.16%Q2 2019Q3 202310
CHELSEA COUNSEL CO 10100.13%0.14%0.16%Q2 2019Q3 202110
DAVENPORT & Co LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
SkyView Investment Advisors, LLC 10100.00%0.07%0.12%Q4 2020Q1 202310
Vontobel Holding Ltd. 10101.44%2.63%3.41%Q2 2021Q3 202310
Trexquant Investment LP 510.02%0.09%0.33%Q4 2019Q3 202310
AMERICAN NATIONAL INSURANCE CO 10100.02%0.02%0.02%Q2 2019Q3 202110
FINANCIAL COUNSELORS INC 10100.01%0.04%0.10%Q2 2019Q3 202110
LIBERTY WEALTH MANAGEMENT LLC 10100.02%0.03%0.05%Q2 2019Q3 202110
GPS Wealth Strategies Group, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
UNITED CAPITAL FINANCIAL ADVISORS, LLC 820.00%0.03%0.07%Q2 2019Q3 202310
Cowen Prime Services LLC 990.00%0.00%0.00%Q2 2019Q2 20219
Bayesian Capital Management, LP 410.05%0.15%0.30%Q1 2020Q2 20239
Manchester Capital Management LLC 990.01%0.02%0.02%Q3 2021Q3 20239
Dorsey & Whitney Trust CO LLC 420.02%0.03%0.03%Q2 2019Q3 20239
Addison Advisors LLC 410.00%0.00%0.01%Q4 2020Q3 20239
JOHN G ULLMAN & ASSOCIATES INC 990.14%0.22%0.33%Q2 2019Q2 20219
Dynamic Technology Lab Private Ltd 410.03%0.08%0.12%Q4 2019Q2 20239
MACQUARIE GROUP LTD 610.00%0.03%0.06%Q4 2019Q3 20239
FIRST MERCANTILE TRUST CO 990.08%0.09%0.10%Q3 2019Q3 20219
Apollon Wealth Management, LLC 810.00%0.03%0.04%Q2 2020Q3 20239
MERCER GLOBAL ADVISORS INC /ADV 990.00%0.00%0.00%Q3 2021Q3 20239
Wedgewood Partners 990.56%2.70%3.37%Q2 2019Q2 20219
Private Ocean, LLC 810.00%0.00%0.01%Q2 2019Q4 20229
MOODY NATIONAL BANK TRUST DIVISION 990.01%0.01%0.01%Q3 2019Q3 20219
Pflug Koory, LLC 990.00%0.00%0.00%Q1 2020Q1 20229
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 990.04%0.06%0.08%Q3 2021Q3 20239
PINNACLE ASSOCIATES LTD 990.01%0.02%0.03%Q2 2019Q2 20219
Eagle Bay Advisors LLC 630.02%0.04%0.06%Q2 2021Q3 20239
BALYASNY ASSET MANAGEMENT L.P. 510.00%0.07%0.19%Q2 2019Q1 20239
Integrated Wealth Concepts LLC 990.01%0.01%0.02%Q3 2021Q3 20239
Clearstead Trust, LLC 990.02%0.02%0.02%Q2 2019Q2 20219
Vanguard Personalized Indexing Management, LLC 990.02%0.03%0.04%Q3 2021Q3 20239
CAMBRIDGE TRUST CO 810.00%0.00%0.02%Q2 2019Q3 20239
MATHER GROUP, LLC. 990.01%0.01%0.01%Q2 2020Q2 20229
SYCOMORE ASSET MANAGEMENT 992.18%2.79%3.50%Q3 2021Q3 20239
Assenagon Asset Management S.A. 990.00%0.15%0.51%Q3 2021Q3 20239
Meristem Family Wealth, LLC 990.02%0.05%0.08%Q1 2020Q1 20229
THORNBURG INVESTMENT MANAGEMENT INC 540.07%0.21%0.49%Q2 2019Q3 20239
Robeco Schweiz AG 990.30%0.36%0.44%Q3 2021Q3 20239
Patriot Financial Group Insurance Agency, LLC 810.00%0.00%0.00%Q3 2019Q4 20219
KB FINANCIAL PARTNERS, LLC 990.10%0.12%0.14%Q1 2021Q1 20239
SouthState Corp 990.00%0.00%0.01%Q3 2021Q3 20239
Socorro Asset Management LP 992.16%2.55%2.95%Q3 2021Q3 20239
MARK SHEPTOFF FINANCIAL PLANNING, LLC 990.04%0.05%0.06%Q1 2020Q1 20229
CIBC WORLD MARKET INC. 720.00%0.00%0.00%Q3 2019Q1 20229
CITY HOLDING CO 990.00%0.00%0.00%Q2 2019Q2 20219
Berman Capital Advisors, LLC 990.00%0.00%0.00%Q3 2019Q3 20219
Old North State Trust, LLC 610.00%0.00%0.00%Q3 2019Q1 20239
Cordasco Financial Network 630.01%0.02%0.02%Q4 2019Q1 20229
swisspartners Ltd. 990.51%0.67%0.91%Q4 2020Q4 20229
JONES FINANCIAL COMPANIES LLLP 720.00%0.00%0.00%Q4 2020Q1 20239
Financial Enhancement Group LLC 630.00%0.00%0.00%Q2 2019Q3 20229
MONTAG A & ASSOCIATES INC 990.00%0.04%0.09%Q3 2021Q3 20239
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
TWINBEECH CAPITAL LP 210.07%0.18%0.37%Q1 2020Q3 20238
FORA Capital, LLC 410.04%0.11%0.23%Q4 2019Q3 20238
Filbrandt Wealth Management, LLC 880.01%0.01%0.01%Q4 2019Q3 20218
PURSUE WEALTH PARTNERS LLC 880.13%0.17%0.21%Q4 2021Q3 20238
CVA Family Office, LLC 710.00%0.00%0.00%Q2 2021Q2 20238
FourThought Financial, LLC 880.00%0.01%0.02%Q4 2020Q3 20228
Lumature Wealth Partners, LLC 880.00%0.02%0.04%Q1 2021Q4 20228
Nippon Life Global Investors Americas, Inc. 620.14%0.19%0.31%Q4 2019Q4 20218
RiverPark Advisors, LLC 880.18%0.73%1.43%Q2 2019Q1 20218
AQR Arbitrage LLC 880.11%0.17%0.30%Q2 2019Q1 20218
Arkadios Wealth Advisors 880.00%0.00%0.00%Q4 2019Q3 20218
Metis Global Partners, LLC 880.06%0.12%0.24%Q4 2021Q3 20238
Bank Julius Baer & Co. Ltd, Zurich 880.01%0.01%0.01%Q1 2020Q4 20218
EverSource Wealth Advisors, LLC 880.00%0.01%0.03%Q4 2021Q3 20238
AXIOM INVESTORS LLC /DE 880.51%0.63%0.91%Q4 2021Q3 20238
Bristlecone Advisors, LLC 880.17%0.23%0.32%Q2 2019Q1 20218
Advisors Asset Management, Inc. 320.00%0.01%0.02%Q2 2019Q3 20238
WOLFF WIESE MAGANA LLC 880.02%0.02%0.03%Q4 2020Q3 20228
Sterling Investment Advisors, Ltd. 880.00%0.00%0.00%Q1 2020Q4 20218
1832 Asset Management L.P. 410.00%0.00%0.00%Q2 2019Q3 20238
Citizens National Bank Trust Department 880.00%0.00%0.01%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.39%0.50%0.63%Q4 2021Q3 20238
Sequoia Financial Advisors, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
CoreFirst Bank & Trust 880.00%0.00%0.01%Q4 2020Q3 20228
Quent Capital, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
44 WEALTH MANAGEMENT LLC 880.09%0.14%0.22%Q4 2020Q3 20228
AMUNDI ASSET MANAGEMENT US, INC. 880.08%0.12%0.18%Q2 2019Q1 20218
NATIONAL BANK OF CANADA /FI/ 880.00%0.02%0.04%Q4 2021Q3 20238
OCCUDO QUANTITATIVE STRATEGIES LP 610.06%0.24%0.55%Q1 2021Q3 20238
Aperture Investors, LLC 610.11%0.34%0.80%Q4 2020Q3 20238
NEW ENGLAND ASSET MANAGEMENT INC 880.00%0.00%0.00%Q2 2019Q1 20218
Capital Advisors, Ltd. LLC 880.00%0.00%0.00%Q2 2019Q1 20218
UMB Bank, n.a. 880.00%0.00%0.01%Q4 2021Q3 20238
AE Wealth Management LLC 410.00%0.00%0.01%Q2 2019Q4 20228
WEALTHSOURCE PARTNERS, LLC 880.03%0.04%0.05%Q3 2020Q2 20228
Achmea Investment Management B.V. 880.00%0.00%0.00%Q3 2021Q2 20238
VOLORIDGE INVESTMENT MANAGEMENT, LLC 410.00%0.05%0.16%Q4 2019Q3 20238
PICTET ASSET MANAGEMENT SA 880.23%0.28%0.33%Q3 2021Q2 20238
Stephens Consulting, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Bray Capital Advisors 880.00%0.00%0.00%Q2 2019Q1 20218
NewEdge Wealth, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Selective Wealth Management, Inc. 880.00%0.00%0.00%Q2 2020Q1 20228
Opal Wealth Advisors, LLC 880.12%0.18%0.24%Q2 2021Q1 20238
Forum Financial Management, LP 880.01%0.02%0.04%Q4 2021Q3 20238
Larson Financial Group LLC 610.00%0.00%0.00%Q3 2019Q3 20238
Sierra Capital LLC 880.00%0.00%0.00%Q1 2021Q4 20228
LGT Group Foundation 880.07%0.61%0.96%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
Integrated Advisors Network LLC 880.03%0.04%0.06%Q4 2019Q3 20218
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Schechter Investment Advisors, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
Soros Fund Management 880.04%0.78%1.80%Q3 2019Q2 20218
PEAPACK GLADSTONE FINANCIAL CORP 530.00%0.01%0.03%Q2 2019Q1 20228
CAPITAL FUND MANAGEMENT S.A. 510.01%0.02%0.04%Q3 2020Q1 20237
Simplicity Solutions, LLC 410.01%0.01%0.03%Q2 2019Q3 20237
Covestor Ltd 770.00%0.00%0.00%Q1 2022Q3 20237
Fosun International Ltd 770.11%0.67%1.05%Q2 2021Q4 20227
Aperio Group, LLC 770.04%0.04%0.06%Q2 2019Q4 20207
PFS INVESTMENTS INC. 770.00%0.02%0.07%Q4 2021Q2 20237
ROPES WEALTH ADVISORS LLC 770.00%0.00%0.01%Q2 2019Q4 20207
EVERMAY WEALTH MANAGEMENT LLC 520.00%0.00%0.00%Q2 2021Q3 20237
Ironwood Financial, llc 770.00%0.00%0.01%Q1 2020Q3 20217
Bank Pictet & Cie (Europe) AG 410.01%0.04%0.13%Q4 2019Q3 20237
Sowell Financial Services LLC 770.00%0.01%0.01%Q3 2019Q1 20217
AMF Tjanstepension AB 430.02%0.11%0.19%Q2 2019Q1 20217
Concord Wealth Partners 430.01%0.01%0.01%Q4 2021Q3 20237
Tekla Capital Management LLC 770.07%0.10%0.14%Q2 2019Q4 20207
NOMURA HOLDINGS INC 210.00%0.01%0.04%Q3 2019Q1 20237
BLUESTEIN R H & CO LLC 770.01%0.02%0.02%Q1 2021Q3 20227
ExodusPoint Capital Management, LP 220.01%0.04%0.14%Q4 2019Q3 20227
Tyler-Stone Wealth Management 520.00%0.00%0.00%Q4 2021Q3 20237
Haverford Trust Co 320.00%0.01%0.02%Q2 2019Q3 20237
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
WADDELL & REED FINANCIAL INC 770.00%0.09%0.12%Q3 2019Q1 20217
Sumitomo Mitsui Trust Holdings, Inc. 770.06%0.07%0.08%Q1 2022Q3 20237
Orbimed Advisors 770.20%0.29%0.39%Q2 2019Q4 20207
Cipher Capital LP 210.06%0.25%0.61%Q2 2020Q1 20237
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.01%0.01%Q3 2020Q3 20237
Winslow, Evans & Crocker, Inc. 770.00%0.00%0.00%Q2 2019Q4 20207
SIMPLEX TRADING, LLC 310.00%0.00%0.00%Q2 2019Q1 20237
Twin Tree Management, LP 210.00%0.00%0.02%Q2 2021Q3 20237
HANCOCK WHITNEY CORP 430.01%0.01%0.02%Q3 2019Q3 20237
MADDEN SECURITIES Corp 510.00%0.14%0.22%Q2 2020Q4 20227
Missouri Trust & Investment Co 520.00%0.00%0.00%Q4 2021Q3 20237
Jefferies Group LLC 210.00%0.00%0.01%Q2 2019Q3 20227
Beaird Harris Wealth Management, LLC 520.00%0.00%0.00%Q4 2021Q3 20237
Burt Wealth Advisors 770.00%0.00%0.00%Q2 2019Q4 20207
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.08%0.16%0.24%Q1 2021Q4 20227
MCKINLEY CAPITAL MANAGEMENT LLC 610.05%0.23%0.77%Q2 2021Q3 20237
UNITED SERVICES AUTOMOBILE ASSOCIATION 610.01%0.03%0.04%Q2 2019Q3 20237
UBS OCONNOR LLC 770.08%0.20%0.32%Q4 2019Q2 20217
TUDOR INVESTMENT CORP ET AL 310.00%0.01%0.04%Q2 2020Q3 20237
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Belpointe Asset Management LLC 520.01%0.01%0.01%Q2 2021Q1 20237
Savior LLC 770.00%0.00%0.01%Q4 2019Q2 20217
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 430.00%0.11%0.27%Q2 2019Q3 20237
DELTA ASSET MANAGEMENT LLC/TN 770.00%0.00%0.00%Q2 2019Q4 20207
Bridgefront Capital, LLC 430.08%0.26%0.42%Q1 2021Q1 20237
Advisory Services Network, LLC 210.00%0.00%0.01%Q4 2019Q1 20237
Parallax Volatility Advisers, L.P. 310.00%0.00%0.01%Q2 2019Q1 20237
First PREMIER Bank 770.00%0.00%0.01%Q2 2019Q4 20207
Tweedy, Browne Co LLC 770.03%0.06%0.07%Q2 2019Q4 20207
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 772.87%3.78%4.12%Q1 2022Q3 20237
Blue Barn Wealth, LLC 430.15%0.18%0.24%Q3 2021Q3 20237
PICTET ASSET MANAGEMENT LTD 770.22%0.24%0.27%Q4 2019Q2 20217
MANCHESTER FINANCIAL INC 610.00%0.00%0.01%Q2 2019Q1 20217
JUPITER ASSET MANAGEMENT LTD 310.02%0.15%0.40%Q1 2021Q3 20237
Lion Street Advisors, LLC 410.03%0.11%0.14%Q1 2020Q2 20237
First Bank & Trust 430.00%0.00%0.01%Q2 2019Q2 20227
HAZLETT, BURT & WATSON, INC. 770.00%0.00%0.01%Q1 2022Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.00%0.00%0.00%Q4 2021Q2 20237
Rockbridge Investment Management, LCC 770.00%0.03%0.04%Q2 2020Q4 20217
NORDEA INVESTMENT MANAGEMENT AB 610.00%0.00%0.00%Q1 2021Q3 20237
Atlas Private Wealth Advisors 660.00%0.00%0.00%Q2 2020Q3 20216
SHINE INVESTMENT ADVISORY SERVICES INC 660.06%0.07%0.09%Q2 2019Q3 20206
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 660.00%0.04%0.20%Q2 2022Q3 20236
OLD NATIONAL BANCORP /IN/ 510.01%0.01%0.01%Q2 2019Q1 20236
Financial Gravity Asset Management, Inc. 510.00%0.06%0.15%Q3 2019Q3 20236
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
M&R CAPITAL MANAGEMENT INC 660.00%0.00%0.00%Q3 2019Q4 20206
Walleye Capital LLC 110.00%0.02%0.09%Q1 2023Q3 20236
17 CAPITAL PARTNERS, LLC 661.06%1.25%1.39%Q2 2021Q3 20226
LifePlan Financial Group, Inc 660.00%0.00%0.00%Q2 2019Q3 20206
Atlas Private Wealth Management, LLC 660.00%0.00%0.00%Q4 2019Q1 20216
Paloma Partners Management Co 310.00%0.01%0.03%Q2 2019Q2 20216
KAHN BROTHERS GROUP INC 420.03%0.04%0.04%Q2 2019Q2 20226
First Allied Advisory Services, Inc. 660.01%0.01%0.02%Q2 2019Q3 20206
FULTON BANK, N.A. 660.01%0.01%0.01%Q2 2021Q3 20226
BRADLEY FOSTER & SARGENT INC/CT 420.01%0.06%0.18%Q2 2019Q4 20206
Marquette Asset Management, LLC 510.00%0.00%0.00%Q2 2020Q1 20236
Weaver Consulting Group 510.00%0.00%0.00%Q1 2019Q3 20206
CAROLINAS WEALTH CONSULTING LLC 420.00%0.00%0.00%Q2 2020Q3 20236
Wahed Invest LLC 660.08%0.09%0.11%Q2 2022Q3 20236
Choate Investment Advisors 660.03%0.03%0.04%Q2 2022Q3 20236
HighPoint Advisor Group LLC 510.05%0.06%0.08%Q3 2020Q2 20226
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 510.01%0.15%0.46%Q2 2019Q1 20236
Lido Advisors, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
FLOSSBACH VON STORCH AG 660.01%0.05%0.08%Q2 2019Q3 20206
Global Trust Asset Management, LLC 660.00%0.00%0.00%Q3 2019Q4 20206
LINCOLN NATIONAL CORP 330.00%0.01%0.01%Q1 2022Q3 20236
Bruderman Asset Management, LLC 660.06%0.20%0.41%Q1 2021Q2 20226
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 660.01%0.01%0.01%Q3 2019Q4 20206
Laurel Wealth Advisors, Inc. 510.02%0.03%0.05%Q2 2019Q4 20226
Tortoise Investment Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
FLAGSHIP HARBOR ADVISORS, LLC 660.00%0.00%0.01%Q2 2019Q3 20206
Menard Financial Group LLC 660.23%0.33%0.42%Q4 2020Q1 20226
Nuveen Asset Management, LLC 660.05%0.07%0.09%Q2 2019Q3 20206
Endurance Wealth Management, Inc. 660.00%0.00%0.00%Q3 2019Q4 20206
RPG Investment Advisory, LLC 660.00%0.00%0.00%Q2 2019Q3 20206
HARVEST GROUP WEALTH MANAGEMENT, LLC 660.00%0.00%0.00%Q3 2019Q4 20206
PRIO WEALTH LIMITED PARTNERSHIP 660.42%0.55%0.70%Q2 2022Q3 20236
Sciencast Management LP 410.08%0.26%0.51%Q4 2019Q2 20226
PRIVATE TRUST CO NA 660.01%0.01%0.02%Q2 2022Q3 20236
KINGS POINT CAPITAL MANAGEMENT 660.00%0.00%0.00%Q2 2019Q3 20206
PDT Partners, LLC 210.03%0.07%0.14%Q4 2020Q3 20236
Freedom Investment Management, Inc. 660.10%0.13%0.16%Q2 2022Q3 20236
Boston Partners 660.03%0.04%0.04%Q2 2019Q3 20206
ONTARIO TEACHERS PENSION PLAN BOARD 510.01%0.05%0.14%Q2 2019Q4 20216
Verition Fund Management LLC 310.00%0.01%0.04%Q4 2019Q3 20236
Cribstone Capital Management, LLC 420.00%0.00%0.00%Q2 2019Q4 20226
ALTFEST L J & CO INC 660.04%0.09%0.12%Q2 2022Q3 20236
Transamerica Financial Advisors, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Orion Portfolio Solutions, LLC 330.00%0.04%0.08%Q4 2019Q3 20236
New Millennium Group LLC 660.00%0.01%0.01%Q2 2022Q3 20236
ATWOOD & PALMER INC 660.00%0.00%0.00%Q2 2019Q3 20206
Financial Advocates Investment Management 410.01%0.04%0.06%Q4 2021Q3 20236
MARYLAND CAPITAL ADVISORS INC. 660.01%0.01%0.01%Q2 2022Q3 20236
DSM CAPITAL PARTNERS LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Lee Financial Co 310.00%0.00%0.01%Q3 2019Q3 20236
Atria Wealth Solutions, Inc. 420.00%0.00%0.01%Q1 2022Q3 20236
Quantbot Technologies LP 210.01%0.08%0.15%Q2 2019Q1 20236
Brookfield Asset Management 410.01%0.02%0.03%Q1 2021Q2 20235
TRADITION ASSET MANAGEMENT LLC 550.07%0.12%0.18%Q2 2019Q2 20205
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q4 2021Q3 20235
Vectors Research Management, LLC 410.00%0.00%0.00%Q2 2019Q4 20215
Sound Income Strategies, LLC 550.00%0.00%0.00%Q1 2020Q1 20215
ISLAY CAPITAL MANAGEMENT, LLC 550.00%0.00%0.00%Q4 2019Q4 20205
Litman Gregory Wealth Management LLC 550.00%0.00%0.00%Q1 2020Q1 20215
Wellington Shields Capital Management, LLC 320.03%0.04%0.04%Q2 2019Q3 20205
LOOMIS SAYLES & CO L P 550.00%0.07%0.16%Q2 2019Q2 20205
CARY STREET PARTNERS ASSET MANAGEMENT LLC 320.02%0.03%0.05%Q4 2020Q1 20235
AUA CAPITAL MANAGEMENT, LLC 550.00%0.00%0.00%Q2 2019Q2 20205
SEVEN EIGHT CAPITAL, LP 410.02%0.25%0.89%Q4 2019Q2 20235
Alyeska Investment Group, L.P. 320.15%0.25%0.43%Q2 2019Q3 20235
Capital Asset Advisory Services LLC 550.02%0.03%0.04%Q4 2020Q4 20215
Lenox Wealth Management, Inc. 550.07%0.07%0.08%Q2 2019Q2 20205
Broderick Brian C 550.13%0.19%0.26%Q2 2019Q2 20205
PAYDEN & RYGEL 550.00%0.00%0.00%Q3 2019Q3 20205
BRINKER CAPITAL INC 550.04%0.04%0.05%Q2 2019Q2 20205
NewEdge Advisors, LLC 410.00%0.00%0.00%Q4 2021Q3 20235
American Trust 550.03%0.04%0.05%Q1 2022Q1 20235
Marshall Wace North America L.P. 550.00%0.07%0.23%Q3 2020Q3 20215
TRUEWEALTH LLC 550.00%0.00%0.00%Q2 2019Q2 20205
Bangor Savings Bank 320.00%0.00%0.00%Q2 2022Q3 20235
Magnetar Financial LLC 210.00%0.02%0.04%Q3 2019Q4 20215
Financial Architects, Inc 550.02%0.02%0.03%Q2 2019Q2 20205
Baader Bank Aktiengesellschaft 310.02%0.03%0.04%Q4 2021Q3 20235
Wealthcare Advisory Partners LLC 410.00%0.00%0.00%Q2 2019Q1 20215
T. Rowe Price Investment Management, Inc. 550.30%0.33%0.36%Q3 2022Q3 20235
Investors Research Corp 550.00%0.01%0.02%Q2 2019Q2 20205
MARSHALL WACE ASIA Ltd 550.96%2.00%2.66%Q2 2019Q2 20205
GRIMES & COMPANY, INC. 550.04%0.05%0.06%Q2 2019Q2 20205
Elmwood Wealth Management, Inc. 210.00%0.04%0.11%Q2 2019Q4 20215
Gotham Asset Management, LLC 320.01%0.06%0.12%Q1 2020Q4 20215
Dorsey Wright & Associates 320.08%0.58%0.92%Q2 2019Q2 20225
Standard Family Office LLC 320.01%0.07%0.16%Q4 2020Q3 20225
LOGAN CAPITAL MANAGEMENT INC 550.00%0.00%0.00%Q2 2021Q2 20225
Crescent Capital Consulting, LLC 550.01%0.01%0.01%Q4 2020Q4 20215
Procyon Advisors, LLC 320.01%0.03%0.08%Q4 2019Q3 20235
Tradition Wealth Management, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
ADVISOR PARTNERS II, LLC 550.03%0.05%0.07%Q3 2022Q3 20235
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 550.01%0.02%0.02%Q3 2020Q3 20215
Holocene Advisors, LP 550.41%0.48%0.52%Q3 2022Q3 20235
Cassady Schiller Wealth Management, LLC 410.00%0.00%0.01%Q4 2021Q3 20235
Zullo Investment Group, Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
Aquatic Capital Management LLC 410.03%0.09%0.22%Q4 2021Q2 20235
FFT WEALTH MANAGEMENT LLC 410.01%0.02%0.03%Q2 2021Q3 20235
DUNCKER STREETT & CO INC 410.00%0.01%0.02%Q2 2019Q3 20205
Roble, Belko & Company, Inc 550.00%0.00%0.00%Q2 2019Q2 20205
Eisler Capital (UK) Ltd. 310.03%0.26%0.52%Q3 2022Q3 20235
OLIVER LAGORE VANVALIN INVESTMENT GROUP 550.00%0.00%0.00%Q3 2022Q3 20235
Baron Wealth Management LLC 550.18%0.19%0.20%Q4 2022Q4 20235
Susquehanna International Group Ltd. 210.09%1.12%2.50%Q4 2021Q3 20235
ABEILLE ASSET MANAGEMENT SA 550.38%1.54%5.96%Q4 2021Q4 20225
Cannell & Co. 550.08%0.20%0.24%Q1 2020Q1 20215
SELDON CAPITAL LP 550.01%0.01%0.01%Q4 2021Q4 20225
Bellecapital International Ltd. 410.57%0.95%2.05%Q2 2019Q4 20215
Chevy Chase Trust Holdings, LLC 410.00%0.00%0.00%Q2 2019Q4 20205
AIGEN INVESTMENT MANAGEMENT, LP 410.00%0.28%0.91%Q4 2019Q2 20235
COUNTRY TRUST BANK 410.00%0.00%0.00%Q3 2021Q4 20235
Freedman Financial Associates, Inc. 550.00%0.00%0.00%Q4 2020Q4 20215
High Net Worth Advisory Group LLC 550.01%0.01%0.01%Q4 2021Q4 20225
CITIZENS FINANCIAL GROUP INC/RI 440.00%0.00%0.00%Q2 2019Q1 20204
FNY Investment Advisers, LLC 210.07%0.26%0.54%Q1 2020Q4 20214
TRANSATLANTIQUE PRIVATE WEALTH LLC 310.11%0.12%0.15%Q2 2022Q2 20234
UNIVERSITY OF NOTRE DAME DU LAC 442.41%2.44%2.51%Q3 2019Q2 20204
Power Corp of Canada 440.00%0.01%0.01%Q4 2022Q3 20234
ATALANTA SOSNOFF CAPITAL, LLC 440.98%1.20%1.51%Q2 2019Q1 20204
RMR Wealth Builders 210.00%0.03%0.07%Q4 2019Q1 20214
Horan Securities, Inc. 310.00%0.00%0.00%Q3 2019Q2 20234
World Asset Management Inc 440.01%0.02%0.02%Q2 2019Q1 20204
Ratan Capital Management LP 440.03%0.05%0.07%Q1 2021Q4 20214
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
Tarbox Family Office, Inc. 440.00%0.00%0.00%Q2 2021Q1 20224
EVERGREEN CAPITAL MANAGEMENT LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Park Place Capital Corp 440.17%0.18%0.19%Q4 2022Q3 20234
QCI ASSET MANAGEMENT INC/NY 440.00%0.00%0.00%Q2 2019Q1 20204
Cinctive Capital Management LP 210.18%0.34%0.58%Q4 2019Q2 20224
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Community Bank, N.A. 440.00%0.00%0.00%Q2 2019Q1 20204
ASSOCIATED BANC-CORP 440.00%0.00%0.00%Q1 2020Q4 20204
GRANDFIELD & DODD, LLC 440.03%0.07%0.12%Q2 2019Q1 20204
ATTICUS WEALTH MANAGEMENT, LLC 310.00%0.00%0.00%Q4 2019Q3 20224
CIBC Asset Management Inc 310.00%0.01%0.02%Q2 2019Q1 20224
tru Independence LLC 310.00%0.00%0.00%Q4 2019Q4 20204
1623 Capital LLC 442.09%3.03%3.67%Q4 2019Q3 20204
ArrowMark Colorado Holdings LLC 440.01%0.01%0.01%Q1 2022Q4 20224
Householder Group Estate & Retirement Specialist, LLC 310.01%0.01%0.03%Q3 2022Q3 20234
Quantinno Capital Management LP 440.05%0.06%0.08%Q4 2022Q3 20234
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 440.19%0.20%0.22%Q4 2022Q3 20234
DODGE & COX 440.00%0.00%0.01%Q2 2019Q1 20204
Corient Private Wealth LLC 440.05%0.06%0.07%Q4 2022Q3 20234
BOURGEON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2019Q3 20234
FOX RUN MANAGEMENT, L.L.C. 110.08%0.21%0.50%Q3 2020Q3 20234
Paragon Private Wealth Management, LLC 310.17%0.20%0.22%Q4 2021Q2 20234
NTV ASSET MANAGEMENT LLC 310.04%0.04%0.04%Q4 2020Q4 20214
Tevis Investment Management 440.01%0.01%0.01%Q4 2021Q3 20224
Penserra Capital Management LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Schubert & Co 440.00%0.00%0.00%Q2 2022Q1 20234
Clearview Wealth Advisors LLC 440.01%0.01%0.01%Q4 2020Q3 20214
Crystal Rock Capital Management 441.02%1.30%1.45%Q2 2019Q1 20204
Gates Capital Management 442.17%2.74%3.62%Q2 2019Q1 20204
TRILLIUM ASSET MANAGEMENT, LLC 440.31%0.43%0.66%Q4 2022Q3 20234
Royal Fund Management, LLC 440.00%0.00%0.00%Q2 2019Q1 20204
Thematics Asset Management 440.24%0.60%0.78%Q4 2022Q3 20234
Balentine LLC 440.00%0.00%0.00%Q3 2019Q2 20204
JMAC ENTERPRISES LLC 310.06%0.06%0.06%Q4 2021Q4 20224
Semmax Financial Advisors Inc. 440.00%0.00%0.00%Q2 2019Q1 20204
MCF Advisors LLC 310.00%0.14%0.58%Q1 2021Q2 20224
Westside Investment Management, Inc. 310.00%0.00%0.00%Q2 2019Q3 20204
Phoenix Wealth Advisors 440.00%0.00%0.00%Q4 2020Q3 20214
PARTNERS CAPITAL INVESTMENT GROUP, LLP 440.00%0.27%0.42%Q2 2019Q1 20204
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 440.01%0.01%0.01%Q2 2019Q1 20204
PYA Waltman Capital, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Capital Bank & Trust Co 440.00%0.00%0.00%Q2 2019Q1 20204
Arnhold LLC 310.02%0.02%0.02%Q3 2021Q2 20234
HARBOUR INVESTMENTS, INC. 440.00%0.00%0.01%Q1 2021Q4 20214
Capital World Investors 440.00%0.00%0.00%Q2 2019Q1 20204
PHYSICIANS FINANCIAL SERVICES, INC. 440.15%0.61%1.89%Q2 2019Q1 20204
INVESTMENT HOUSE LLC 440.05%0.07%0.09%Q2 2019Q1 20204
Sanctuary Wealth Management, L.L.C. 210.00%0.00%0.00%Q1 2010Q3 20234
WRAPMANAGER INC 440.08%0.10%0.10%Q4 2021Q3 20224
Grove Bank & Trust 440.00%0.00%0.00%Q4 2022Q3 20234
AMERICAN NATIONAL BANK 310.00%0.01%0.01%Q3 2019Q3 20234
JACKSON SQUARE CAPITAL, LLC 440.00%0.00%0.01%Q4 2019Q3 20204
GABLES CAPITAL MANAGEMENT INC. 440.01%0.01%0.01%Q2 2019Q1 20204
Nordwand Advisors, LLC 440.06%0.08%0.10%Q4 2022Q3 20234
Steward Financial Group LLC 210.00%0.00%0.00%Q2 2022Q3 20234
MIRABELLA FINANCIAL SERVICES LLP 210.12%0.67%1.71%Q2 2020Q2 20234
Henry James International Management Inc. 440.12%0.13%0.14%Q4 2022Q3 20234
USCA RIA LLC 440.02%0.04%0.08%Q2 2019Q1 20204
Moreno Evelyn V 310.06%0.17%0.28%Q2 2022Q3 20234
Colonial Trust Co / SC 440.00%0.00%0.00%Q4 2022Q3 20234
BMS Financial Advisors, LLC 440.20%0.23%0.25%Q4 2021Q3 20224
McIlrath & Eck, LLC 440.00%0.00%0.00%Q3 2019Q2 20204
FIRST HORIZON CORP 440.02%0.02%0.02%Q3 2020Q2 20214
ADAGE CAPITAL PARTNERS GP, L.L.C. 220.02%0.04%0.06%Q3 2020Q3 20224
Hoese & Co LLP 440.01%0.01%0.02%Q1 2021Q4 20214
CHARTWELL INVESTMENT PARTNERS, LLC 310.01%0.01%0.02%Q3 2019Q3 20204
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
RFP Financial Group LLC 440.01%0.01%0.01%Q4 2022Q3 20234
CYPRESS ASSET MANAGEMENT INC/TX 440.07%0.10%0.14%Q2 2019Q1 20204
Princeton Global Asset Management LLC 440.01%0.05%0.08%Q2 2019Q1 20204
Wealth Quarterback LLC 220.00%0.01%0.01%Q4 2019Q3 20214
Point72 Asset Management, L.P. 210.09%0.13%0.18%Q2 2019Q3 20234
NewSquare Capital LLC 310.00%0.00%0.00%Q2 2019Q1 20234
Perennial Advisors, LLC 310.02%0.03%0.04%Q2 2020Q2 20214
Artemis Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
Better Money Decisions, LLC 310.01%0.02%0.02%Q1 2021Q2 20224
PRUDENTIAL PLC 220.03%0.10%0.17%Q2 2019Q3 20234
Farther Finance Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Legal & General Group Plc 220.00%0.00%0.00%Q3 2022Q3 20234
Ahrens Investment Partners LLC 310.00%0.00%0.00%Q4 2021Q1 20234
Fiduciary Trust Co International of Pennsylvania 330.02%0.02%0.02%Q3 2019Q1 20203
BAMCO INC /NY/ 330.00%0.00%0.00%Q2 2019Q4 20193
Caprock Group, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Realta Investment Advisors 330.01%0.02%0.02%Q2 2019Q4 20193
Virtu Financial LLC 110.06%0.15%0.33%Q3 2020Q3 20223
Man Group plc 110.01%0.01%0.01%Q3 2019Q2 20233
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 330.23%0.72%1.28%Q1 2023Q3 20233
Cornerstone Planning Group LLC 210.01%0.01%0.02%Q4 2022Q3 20233
PANAGORA ASSET MANAGEMENT INC 210.00%0.00%0.00%Q2 2019Q3 20233
DFPG INVESTMENTS, LLC 330.03%0.04%0.04%Q4 2022Q2 20233
Nekton Capital Ltd. 330.30%7.06%11.38%Q4 2022Q2 20233
LADENBURG THALMANN FINANCIAL SERVICES INC. 330.01%0.01%0.01%Q2 2019Q4 20193
Tradewinds Capital Management, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Coppell Advisory Solutions LLC 210.01%0.01%0.01%Q4 2022Q3 20233
Certified Advisory Corp 330.00%0.00%0.00%Q3 2019Q1 20203
PagnatoKarp Partners LLC 330.04%0.04%0.05%Q2 2019Q4 20193
Moisand Fitzgerald Tamayo, LLC 210.00%0.00%0.00%Q4 2020Q2 20223
CKW FINANCIAL GROUP 330.00%0.00%0.00%Q2 2021Q4 20213
BNP PARIBAS FINANCIAL MARKETS 330.00%0.00%0.00%Q2 2019Q4 20193
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q3 2019Q1 20213
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
GoalVest Advisory LLC 330.00%0.01%0.01%Q2 2023Q4 20233
GM Advisory Group, LLC 330.05%0.06%0.06%Q2 2020Q4 20203
Spectrum Management Group, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
THOMPSON INVESTMENT MANAGEMENT, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
FIRST INTERSTATE BANK 330.00%0.01%0.01%Q2 2019Q4 20193
Foyston, Gordon, & Payne Inc 330.04%0.07%0.09%Q2 2019Q4 20193
BENJAMIN EDWARDS INC 330.00%0.00%0.01%Q2 2019Q4 20193
Norway Savings Bank 330.08%0.10%0.12%Q2 2019Q4 20193
Advisor Group, Inc. 330.02%0.02%0.02%Q2 2019Q4 20193
Atlantic Union Bankshares Corp 330.03%0.04%0.04%Q2 2019Q4 20193
1776 Wealth LLC 330.01%0.01%0.01%Q4 2019Q2 20203
Bell Rock Capital LLC 330.00%0.01%0.01%Q2 2019Q4 20193
LWM Advisory Services, LLC 330.26%0.27%0.29%Q1 2023Q3 20233
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 330.03%0.04%0.05%Q3 2021Q1 20223
COMGEST GLOBAL INVESTORS S.A.S. 330.05%0.05%0.06%Q1 2023Q3 20233
Great Lakes Retirement, Inc. 330.05%0.06%0.06%Q1 2023Q3 20233
First Command Bank 210.00%0.00%0.00%Q1 2020Q2 20223
Golden State Wealth Management, LLC 210.00%0.00%0.00%Q2 2019Q1 20203
Caption Management, LLC 110.00%0.01%0.02%Q3 2020Q1 20233
Blueshift Asset Management, LLC 210.02%0.07%0.12%Q3 2019Q2 20213
Bleakley Financial Group, LLC 210.01%0.01%0.01%Q4 2022Q3 20233
Kolinsky Wealth Management, LLC 330.30%0.32%0.34%Q4 2021Q2 20223
Sepio Capital, LP 330.03%0.03%0.04%Q2 2019Q4 20193
SOMERVILLE KURT F 210.05%0.13%0.28%Q2 2019Q1 20203
Destiny Wealth Partners, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
FRED ALGER MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
BBVA USA Bancshares, Inc. 330.02%0.02%0.02%Q4 2019Q2 20203
Kore Private Wealth LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Aspen Grove Capital, LLC 330.22%0.28%0.39%Q4 2022Q2 20233
Aureus Asset Management, LLC 330.01%0.01%0.01%Q3 2021Q1 20223
Strengthening Families & Communities, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
SOROS CAPITAL MANAGEMENT LLC 330.59%0.82%0.94%Q1 2023Q3 20233
Cetera Advisors LLC 330.00%0.01%0.01%Q4 2022Q2 20233
SIT INVESTMENT ASSOCIATES INC 210.00%0.01%0.01%Q2 2019Q3 20203
ADI CAPITAL MANAGEMENT LLC 332.81%2.97%3.11%Q2 2019Q4 20193
Horan Capital Advisors, LLC. 210.00%0.00%0.00%Q3 2019Q3 20203
Jump Financial, LLC 210.01%0.02%0.02%Q2 2022Q2 20233
Spark Investment Management LLC 330.14%0.24%0.34%Q2 2019Q4 20193
CIBC BANK USA 330.03%0.04%0.06%Q2 2019Q4 20193
THOROUGHBRED FINANCIAL SERVICES, LLC 330.04%0.06%0.07%Q1 2022Q3 20223
Alera Investment Advisors, LLC 330.10%0.11%0.12%Q1 2022Q3 20223
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
OARSMAN CAPITAL, INC. 330.10%0.12%0.13%Q2 2019Q4 20193
Engrave Wealth Partners LLC 330.00%0.00%0.01%Q4 2019Q2 20203
OSTRUM ASSET MANAGEMENT 330.23%0.25%0.27%Q1 2023Q3 20233
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Frank, Rimerman Advisors LLC 330.14%0.15%0.16%Q3 2021Q1 20223
Burleson & Company, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
SIMON QUICK ADVISORS, LLC 330.01%0.01%0.01%Q4 2020Q2 20213
Johnson Financial Group, Inc. 330.00%0.00%0.00%Q2 2021Q4 20213
Ballentine Partners, LLC 210.01%0.01%0.01%Q4 2021Q3 20233
Baker Chad R 331.19%1.27%1.36%Q4 2019Q2 20203
Bank of New Hampshire 330.01%0.01%0.01%Q1 2022Q3 20223
Performa Ltd (US), LLC 331.17%1.89%2.29%Q3 2021Q1 20223
IHT Wealth Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
ZEVIN ASSET MANAGEMENT LLC 330.13%0.16%0.17%Q2 2019Q4 20193
Perpetual Ltd 210.42%1.30%1.83%Q3 2020Q2 20233
Leucadia National 110.00%0.00%0.01%Q1 2023Q3 20233
First Command Financial Services, Inc. 210.00%0.00%0.00%Q1 2020Q2 20223
Laurion Capital Management LP 110.01%0.01%0.01%Q3 2019Q3 20203
Perigon Wealth Management, LLC 210.00%0.01%0.01%Q4 2020Q3 20233
Braun-Bostich & Associates Inc. 330.01%0.01%0.01%Q4 2019Q2 20203
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
LBP AM SA 330.02%0.04%0.06%Q1 2023Q3 20233
MONETARY MANAGEMENT GROUP INC 330.01%0.01%0.01%Q2 2019Q4 20193
LORD, ABBETT & CO. LLC 330.19%0.21%0.24%Q2 2020Q4 20203
Lenox Wealth Advisors, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
West Family Investments, Inc. 330.06%0.09%0.11%Q3 2021Q1 20223
Veracity Capital LLC 330.10%0.11%0.11%Q4 2021Q2 20223
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
Prospera Financial Services Inc 210.01%0.01%0.01%Q3 2020Q2 20223
Sageworth Trust Co of South Dakota 330.01%0.03%0.06%Q4 2021Q2 20223
ZRC WEALTH MANAGEMENT, LLC 330.02%0.02%0.03%Q1 2023Q3 20233
Natixis Investment Managers International 330.14%0.15%0.16%Q1 2023Q3 20233
Castleview Partners, LLC 110.00%0.00%0.00%Q2 2021Q2 20223
Cranbrook Wealth Management, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Avalon Trust Co 330.00%0.00%0.00%Q1 2023Q3 20233
Bellwether Advisors, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Jackson, Grant Investment Advisers, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
Red Door Wealth Management, LLC 210.00%0.02%0.05%Q1 2020Q2 20213
MONEY CONCEPTS CAPITAL CORP 210.00%0.00%0.00%Q1 2022Q4 20223
Ruggaard & Associates LLC 330.20%0.21%0.22%Q1 2023Q3 20233
Taylor Hoffman Wealth Management 210.01%0.01%0.01%Q3 2019Q2 20203
Nalls Sherbakoff Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
TRUE Private Wealth Advisors 210.00%0.00%0.00%Q2 2019Q1 20203
PITTENGER & ANDERSON INC 330.06%0.10%0.12%Q2 2019Q4 20193
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q3 2020Q2 20223
Euro Pacific Asset Management, LLC 110.05%0.16%0.36%Q4 2019Q1 20213
Quadrant Capital Management, LLC 330.14%0.16%0.18%Q2 2019Q4 20193
Strategic Blueprint, LLC 210.00%0.19%0.32%Q2 2021Q3 20233
Hemenway Trust Co LLC 330.04%0.06%0.10%Q2 2019Q4 20193
CHICAGO TRUST Co NA 330.05%0.05%0.06%Q1 2023Q3 20233
SIENA CAPITAL LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Capital Advisory Group Advisory Services, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Cascade Investment Advisors, Inc. 220.00%0.09%0.17%Q2 2019Q3 20192
RHUMBLINE ADVISERS 220.00%0.00%0.00%Q2 2023Q3 20232
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 110.07%0.10%0.14%Q4 2019Q2 20202
OneDigital Investment Advisors LLC 110.00%0.01%0.01%Q2 2019Q1 20232
Kemnay Advisory Services Inc. 220.00%0.00%0.00%Q2 2019Q3 20192
Houlihan Financial Resource Group, Ltd. 110.02%0.03%0.03%Q3 2020Q2 20232
Hanson & Doremus Investment Management 220.00%0.00%0.00%Q2 2019Q3 20192
Abbrea Capital, LLC 220.03%0.03%0.03%Q3 2021Q4 20212
CAPSTONE INVESTMENT ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q3 20232
UNION SAVINGS BANK 220.00%0.00%0.00%Q2 2023Q3 20232
Stuart Chaussee & Associates, Inc. 110.00%0.00%0.00%Q1 2021Q4 20212
Catalyst Capital Advisors LLC 220.00%0.01%0.01%Q2 2019Q3 20192
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 220.02%0.02%0.02%Q2 2019Q3 20192
Edge Wealth Management LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Ranch Capital Advisors Inc. 220.16%0.22%0.28%Q3 2019Q4 20192
Riverview Trust Co 220.05%0.05%0.05%Q2 2019Q3 20192
GUGGENHEIM CAPITAL LLC 220.00%0.01%0.01%Q2 2019Q3 20192
State of Tennessee, Treasury Department 220.09%0.09%0.10%Q2 2023Q3 20232
Capricorn Fund Managers Ltd 110.06%0.16%0.26%Q1 2023Q3 20232
State of Wyoming 110.01%0.06%0.10%Q1 2021Q3 20232
ShoreHaven Wealth Partners, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
TITLEIST CAPITAL, LLC 220.05%0.05%0.06%Q4 2021Q1 20222
K.J. Harrison & Partners Inc 220.03%0.04%0.06%Q4 2020Q1 20212
Cornerstone Wealth Management, LLC 110.03%0.03%0.03%Q4 2021Q3 20232
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
Tranquility Partners, LLC 220.17%0.17%0.18%Q2 2023Q3 20232
Guidant Wealth Advisors 220.01%0.01%0.01%Q2 2019Q3 20192
Dundas Partners LLP 223.00%3.03%3.06%Q2 2023Q3 20232
Meadow Creek Investment Management LLC 220.01%0.01%0.01%Q2 2019Q3 20192
KNOTT DAVID M 220.02%0.02%0.02%Q2 2019Q3 20192
Financial Connections Group, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Tacita Capital Inc 220.01%0.01%0.01%Q4 2020Q1 20212
BBR PARTNERS, LLC 110.02%0.03%0.04%Q4 2019Q3 20232
First Pacific Financial 220.00%0.00%0.01%Q2 2023Q3 20232
Squar Milner Financial Services LLC 220.04%0.04%0.05%Q4 2019Q1 20202
Legend Financial Advisors, Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
Capital Investment Advisory Services, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CLEAR STREET MARKETS LLC 220.13%0.53%0.94%Q1 2023Q2 20232
STONEBRIDGE CAPITAL MANAGEMENT INC 220.09%0.10%0.10%Q2 2019Q3 20192
Quad-Cities Investment Group, LLC 220.01%0.02%0.02%Q2 2019Q3 20192
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Mirae Asset Global Investments Co., Ltd. 220.00%0.00%0.01%Q2 2019Q3 20192
PRINCETON CAPITAL MANAGEMENT LLC 220.00%0.00%0.01%Q2 2019Q3 20192
Strategic Wealth Partners, Ltd. 220.02%0.04%0.07%Q2 2019Q3 20192
Woodline Partners LP 110.20%0.23%0.26%Q4 2022Q2 20232
Valley Brook Capital Group, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
RIVERHEAD CAPITAL MANAGEMENT LLC 220.01%0.01%0.01%Q2 2019Q3 20192
OPSEU Pension Plan Trust Fund 220.14%0.15%0.16%Q2 2022Q3 20222
Campbell & CO Investment Adviser LLC 220.14%0.15%0.16%Q2 2023Q3 20232
Icon Wealth Advisors, LLC 220.02%0.03%0.03%Q3 2022Q4 20222
Syverson Strege & Co 110.00%0.00%0.00%Q3 2021Q1 20232
Centric Wealth Management 220.11%0.11%0.11%Q2 2023Q3 20232
BEL AIR INVESTMENT ADVISORS LLC 220.03%0.04%0.04%Q1 2021Q2 20212
WOLVERINE TRADING, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Shorepoint Capital Partners LLC 220.32%0.38%0.43%Q2 2019Q3 20192
BB&T SECURITIES, LLC 220.02%0.02%0.02%Q2 2019Q3 20192
Grassi Investment Management 220.10%0.63%1.16%Q2 2019Q3 20192
PEDDOCK CAPITAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2019Q4 20202
Altshuler Shaham Ltd 220.01%0.01%0.01%Q3 2019Q4 20192
Somerset Group LLC 220.36%0.39%0.42%Q3 2022Q4 20222
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
New Republic Capital, LLC 220.16%0.17%0.17%Q1 2023Q2 20232
LOWE BROCKENBROUGH & CO INC 220.03%0.03%0.03%Q2 2019Q3 20192
Summit Wealth Group, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
CenterStar Asset Management, LLC 110.04%0.04%0.04%Q3 2021Q3 20212
XTX Topco Ltd 110.12%0.15%0.17%Q1 2021Q4 20212
SUNTRUST BANKS INC 220.00%0.00%0.00%Q2 2019Q3 20192
CFM WEALTH PARTNERS LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Page Arthur B 110.17%0.27%0.38%Q2 2019Q4 20192
West Oak Capital, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Portside Wealth Group, LLC 220.07%0.07%0.08%Q2 2023Q3 20232
Cedar Wealth Management, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Milestone Investment Advisors LLC 110.03%0.03%0.03%Q1 2023Q3 20232
Sivik Global Healthcare LLC 220.94%1.94%2.94%Q3 2019Q4 20192
Optiver Holding B.V. 110.00%0.01%0.01%Q2 2021Q3 20232
DAVIS R M INC 220.01%0.01%0.01%Q4 2020Q1 20212
Osborn Williams & Donohoe LLC 220.03%0.03%0.03%Q2 2019Q3 20192
ZEKE CAPITAL ADVISORS, LLC 220.04%0.05%0.05%Q3 2019Q4 20192
ADVANTAGE INVESTMENT MANAGEMENT, LLC 220.00%0.01%0.01%Q2 2019Q3 20192
Hilton Capital Management, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
BSW Wealth Partners 220.09%0.09%0.09%Q4 2022Q1 20232
Centiva Capital, LP 110.02%0.02%0.02%Q3 2021Q1 20232
STATE OF WISCONSIN INVESTMENT BOARD 220.04%0.04%0.04%Q2 2023Q3 20232
Robeco Institutional Asset Management B.V. 220.00%0.00%0.00%Q2 2023Q3 20232
NumerixS Investment Technologies Inc 220.02%0.03%0.04%Q1 2020Q2 20202
Brand Asset Management Group, Inc. 220.00%0.00%0.00%Q3 2019Q4 20192
FACT Capital, LP 224.06%4.57%5.08%Q2 2023Q3 20232
GQG Partners LLC 221.07%1.12%1.16%Q3 2021Q4 20212
FAIRFIELD, BUSH & CO. 110.01%0.01%0.02%Q2 2022Q2 20232
Claret Asset Management Corp 220.04%0.04%0.04%Q2 2023Q3 20232
British Airways Pensions Investment Management Ltd 220.18%0.19%0.21%Q2 2019Q3 20192
Herold Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q1 20222
GW&K Investment Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
NKCFO LLC 222.39%2.50%2.60%Q2 2019Q3 20192
Next Capital Management LLC 220.01%0.01%0.01%Q2 2019Q3 20192
GAM Holding AG 220.43%0.44%0.45%Q3 2019Q4 20192
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q2 2021Q2 20222
Northwest Capital Management Inc 220.03%0.03%0.04%Q2 2023Q3 20232
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 220.06%0.06%0.06%Q2 2019Q3 20192
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
InterOcean Capital Group, LLC 110.01%0.01%0.02%Q2 2022Q2 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
HAP Trading, LLC 110.01%0.03%0.04%Q3 2022Q3 20222
Cox Capital Mgt LLC 110.01%0.11%0.22%Q3 2019Q1 20202
WEST PACES ADVISORS INC. 220.00%0.00%0.00%Q2 2021Q3 20212
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
EPG Wealth Management LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Knights of Columbus Asset Advisors LLC 220.12%0.16%0.19%Q4 2019Q1 20202
Elkfork Partners LLC 220.01%0.01%0.01%Q2 2019Q3 20192
Allred Capital Management, LLC 110.02%0.02%0.02%Q4 2019Q1 20212
INDEPENDENT INVESTORS INC 220.08%0.08%0.09%Q2 2019Q3 20192
Tyers Asset Management LLC 220.01%0.01%0.01%Q2 2019Q3 20192
HealthCor Management, L.P. 221.23%1.25%1.27%Q2 2019Q3 20192
Intrinsic Edge Capital Management LLC 220.26%0.30%0.34%Q1 2020Q2 20202
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 220.00%0.00%0.00%Q2 2023Q3 20232
Y-Intercept (Hong Kong) Ltd 110.08%0.09%0.09%Q3 2021Q3 20222
DUALITY ADVISERS, LP 220.08%0.09%0.09%Q2 2022Q3 20222
People's United Financial, Inc. 220.01%0.01%0.02%Q2 2019Q3 20192
SJS Investment Consulting Inc. 220.00%0.00%0.01%Q4 2021Q1 20222
Psagot Value Holdings Ltd. / (Israel) 220.00%0.00%0.00%Q2 2023Q3 20232
CONFLUENCE INVESTMENT MANAGEMENT LLC 110.03%0.03%0.03%Q2 2019Q4 20192
New Hampshire Trust 220.00%0.00%0.00%Q4 2022Q1 20232
Connor, Clark & Lunn Investment Management Ltd. 110.01%0.01%0.01%Q2 2021Q3 20222
1 NORTH WEALTH SERVICES LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Vident Investment Advisory, LLC 110.01%0.01%0.01%Q1 2022Q2 20232
Axel Capital Management, LLC 113.02%4.20%5.37%Q1 2020Q1 20222
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 220.39%0.41%0.43%Q2 2023Q3 20232
Avitas Wealth Management LLC 220.54%0.71%0.88%Q2 2019Q3 20192
Fiduciary Alliance LLC 110.00%0.00%0.01%Q4 2022Q2 20232
TIVERTON ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Frontier Wealth Management LLC 220.03%0.04%0.04%Q2 2019Q3 20192
WFA of San Diego, LLC 110.01%0.01%0.01%Q2 2022Q4 20222
Physician Wealth Advisors, Inc. 220.07%0.07%0.07%Q4 2020Q1 20212
Independent Advisor Alliance 220.01%0.01%0.01%Q4 2021Q1 20222
Bollard Group LLC 110.00%0.00%0.01%Q2 2020Q2 20232
Spears Abacus Advisors LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Telos Capital Management, Inc. 220.10%0.12%0.13%Q2 2019Q3 20192
Barnett & Company, Inc. 220.00%0.00%0.00%Q3 2019Q4 20192
NVWM, LLC 110.00%0.00%0.00%Q1 2022Q4 20222
NBT BANK N A /NY 220.04%0.05%0.05%Q2 2019Q3 20192
LFA - Lugano Financial Advisors SA 220.02%0.02%0.02%Q2 2020Q3 20202
Evolution Wealth Advisors, LLC 220.00%0.00%0.01%Q3 2019Q4 20192
Granite Investment Partners, LLC 220.20%0.22%0.24%Q4 2019Q1 20202
Buttonwood Financial Advisors Inc. 220.24%0.27%0.29%Q2 2022Q3 20222
Glen Harbor Capital Management LLC 220.01%0.01%0.01%Q2 2019Q3 20192
Cohen Capital Management, Inc. 220.22%0.23%0.24%Q2 2019Q3 20192
Harel Insurance Investments & Financial Services Ltd. 220.01%0.01%0.01%Q2 2019Q3 20192
SYSTM Wealth Solutions LLC 220.07%0.08%0.09%Q4 2022Q1 20232
OKABENA INVESTMENT SERVICES INC 220.00%0.00%0.00%Q4 2021Q1 20222
Rehmann Capital Advisory Group 220.01%0.01%0.01%Q2 2019Q3 20192
Baystate Wealth Management LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Core Alternative Capital 220.00%0.00%0.00%Q2 2022Q3 20222
PATTEN & PATTEN INC/TN 220.02%0.06%0.09%Q2 2019Q3 20192
XTX MARKETS LLC 110.45%0.79%1.13%Q2 2020Q4 20202
Advisor Resource Council 110.02%0.02%0.02%Q4 2021Q2 20222
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
Retirement Group, LLC 110.00%0.00%0.00%Q4 2019Q2 20202
Stratos Wealth Partners, LTD. 220.01%0.01%0.01%Q2 2023Q3 20232
MASTRAPASQUA ASSET MANAGEMENT INC 220.22%0.23%0.24%Q2 2019Q3 20192
Lowe Wealth Advisors, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
ETRADE Capital Management LLC 110.01%0.01%0.01%Q1 2020Q1 20201
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q1 2023Q1 20231
LAKE STREET PRIVATE WEALTH, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
ICW Investment Advisors LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
SAL Trading, LLC 110.40%0.40%0.40%Q3 2022Q3 20221
SYNTAX RESEARCH, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
REUTER JAMES WEALTH MANAGEMENT, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
PUZO MICHAEL J 110.21%0.21%0.21%Q2 2019Q2 20191
Qsemble Capital Management, LP 111.02%1.02%1.02%Q1 2023Q1 20231
Circle Road Advisors LP 113.52%3.52%3.52%Q4 2019Q4 20191
Masso Torrence Wealth Management Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Autumn Glory Partners, LLC 110.19%0.19%0.19%Q4 2021Q4 20211
Geller Advisors LLC 110.07%0.07%0.07%Q1 2020Q1 20201
Notis-McConarty Edward 110.13%0.13%0.13%Q2 2019Q2 20191
Team Financial Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Enterprise Trust & Investment Co 110.00%0.00%0.00%Q2 2022Q2 20221
Polar Capital LLP 110.20%0.20%0.20%Q3 2020Q3 20201
Rather & Kittrell, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
GARDNER LEWIS ASSET MANAGEMENT L P 110.11%0.11%0.11%Q2 2020Q2 20201
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2019Q4 20191
SAWGRASS ASSET MANAGEMENT LLC 110.03%0.03%0.03%Q2 2023Q2 20231
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
JTC Employer Solutions Trustee Ltd 110.01%0.01%0.01%Q2 2021Q2 20211
Single Point Partners, LLC 110.06%0.06%0.06%Q3 2022Q3 20221
Meridian Wealth Management, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
IEQ CAPITAL, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q4 2022Q4 20221
Cypress Point Wealth Management, LLC 110.24%0.24%0.24%Q4 2020Q4 20201
Keebeck Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Parisi Gray Wealth Management 110.00%0.00%0.00%Q2 2021Q2 20211
Banco de Sabadell, S.A 110.01%0.01%0.01%Q2 2019Q2 20191
WealthShield Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
HBK Sorce Advisory LLC 110.01%0.01%0.01%Q4 2022Q4 20221
MADISON INVESTMENT HOLDINGS INC 110.12%0.12%0.12%Q3 2019Q3 20191
Core Wealth Partners LLC 110.23%0.23%0.23%Q4 2022Q4 20221
Vise Technologies, Inc. 110.07%0.07%0.07%Q4 2021Q4 20211
Almanack Investment Partners, LLC. 110.03%0.03%0.03%Q1 2021Q1 20211
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
Jolley Asset Management, LLC 110.36%0.36%0.36%Q2 2019Q2 20191
American Money Management, LLC 110.21%0.21%0.21%Q2 2019Q2 20191
SYON CAPITAL LLC 110.23%0.23%0.23%Q3 2023Q3 20231
Whitnell & Co. 110.00%0.00%0.00%Q2 2019Q2 20191
AMG National Trust Bank 110.02%0.02%0.02%Q2 2019Q2 20191
SevenBridge Financial Group, LLC 110.07%0.07%0.07%Q2 2019Q2 20191
Whitegate Investment Counselors, Inc. 110.05%0.05%0.05%Q2 2019Q2 20191
VONTOBEL ASSET MANAGEMENT INC 110.32%0.32%0.32%Q4 2019Q4 20191
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
PROVENCE WEALTH MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
GRIFFIN ASSET MANAGEMENT, INC. 110.08%0.08%0.08%Q2 2019Q2 20191
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Angeles Investment Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Fayerweather Charles 110.36%0.36%0.36%Q2 2019Q2 20191
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
West Financial Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Winthrop Partners - WNY, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Summit Financial, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
YHB Investment Advisors, Inc. 110.10%0.10%0.10%Q3 2023Q3 20231
SeaCrest Wealth Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Seven Springs Wealth Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
F3Logic, LLC 110.36%0.36%0.36%Q3 2020Q3 20201
Canton Hathaway, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Mawer Investment Management Ltd. 110.60%0.60%0.60%Q2 2019Q2 20191
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Beck Bode, LLC 110.18%0.18%0.18%Q1 2022Q1 20221
BRYN MAWR TRUST Co 110.01%0.01%0.01%Q3 2023Q3 20231
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Great Diamond Partners, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Fortitude Advisory Group L.L.C. 110.00%0.00%0.00%Q4 2021Q4 20211
Country Club Trust Company, n.a. 110.04%0.04%0.04%Q2 2019Q2 20191
Diversified, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Keel Point, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
InTrack Investment Management Inc 110.30%0.30%0.30%Q4 2022Q4 20221
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Border to Coast Pensions Partnership Ltd 110.29%0.29%0.29%Q2 2021Q2 20211
Destination Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q2 2019Q2 20191
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Wallace Capital Management Inc. 110.16%0.16%0.16%Q2 2019Q2 20191
Grandview Asset Management LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Oder Investment Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Cornerstone Advisors, Inc. 110.02%0.02%0.02%Q2 2019Q2 20191
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Canoe Financial LP 110.22%0.22%0.22%Q1 2023Q1 20231
Apollo Management Holdings, L.P. 110.04%0.04%0.04%Q4 2021Q4 20211
Stonegate Investment Group, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
EMERALD ADVISERS, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
BNC WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
PRIVATE ASSET MANAGEMENT INC 110.04%0.04%0.04%Q2 2019Q2 20191
FIRST FOUNDATION ADVISORS 110.02%0.02%0.02%Q1 2022Q1 20221
CAMDEN NATIONAL CORP 110.83%0.83%0.83%Q1 2021Q1 20211
GAMBLE JONES INVESTMENT COUNSEL 110.02%0.02%0.02%Q2 2019Q2 20191
MONTAG & CALDWELL, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
VICUS CAPITAL 110.03%0.03%0.03%Q3 2023Q3 20231
WELD CAPITAL MANAGEMENT LLC 110.09%0.09%0.09%Q2 2020Q2 20201
Capital International, Inc./CA/ 110.01%0.01%0.01%Q2 2019Q2 20191
Guidance Point Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
HRT FINANCIAL LP 110.00%0.00%0.00%Q3 2021Q3 20211
BRASADA CAPITAL MANAGEMENT, LP 110.10%0.10%0.10%Q1 2022Q1 20221
Bryn Mawr Capital Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
DEFINED WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 110.00%0.00%0.00%Q1 2022Q1 20221
Carroll Investors, Inc 110.04%0.04%0.04%Q4 2021Q4 20211
Legacy Advisors, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Axiom Investment Management LLC 110.00%0.00%0.00%Q3 2022Q3 20221
MinichMacGregor Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
TORONTO DOMINION BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Clear Perspectives Financial Planning, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Pictet Asset Management Holding SA 110.32%0.32%0.32%Q3 2023Q3 20231
PRW Wealth Management LLC 110.33%0.33%0.33%Q2 2021Q2 20211
LMR Partners LLP 110.02%0.02%0.02%Q3 2023Q3 20231
Argent Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
WealthStone, Inc. 110.08%0.08%0.08%Q2 2019Q2 20191
MCMILLION CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q4 2020Q4 20201
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
WEST BANCORPORATION INC 110.00%0.00%0.00%Q4 2019Q4 20191
KRS Capital Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Mascoma Wealth Management LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Anfield Capital Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
OXFORD ASSET MANAGEMENT LLP 110.00%0.00%0.00%Q2 2019Q2 20191
WINTON GROUP Ltd 110.04%0.04%0.04%Q4 2022Q4 20221
Lighthouse Investment Partners, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
MARINO, STRAM & ASSOCIATES LLC 110.12%0.12%0.12%Q2 2021Q2 20211
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Garrett Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
QRG CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
CORDA Investment Management, LLC. 110.19%0.19%0.19%Q2 2019Q2 20191
MOODY LYNN & LIEBERSON, LLC 110.37%0.37%0.37%Q2 2020Q2 20201
ROTHSCHILD INVESTMENT LLC /IL 110.02%0.02%0.02%Q2 2019Q2 20191
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Creegan & Nassoura Financial Group, LLC 110.21%0.21%0.21%Q4 2019Q4 20191
WILLIAMS JONES & ASSOCIATES LLC 110.89%0.89%0.89%Q2 2019Q2 20191
Narwhal Capital Management 110.04%0.04%0.04%Q2 2019Q2 20191
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q1 2023Q1 20231
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.04%0.04%0.04%Q4 2021Q4 20211
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
VICTORY CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q3 2019Q3 20191
GODSEY & GIBB, INC 110.00%0.00%0.00%Q3 2022Q3 20221
Sowa Financial Group, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Robinson Value Management, Ltd. 110.01%0.01%0.01%Q3 2021Q3 20211
OMERS ADMINISTRATION Corp 110.01%0.01%0.01%Q3 2019Q3 20191
CHIRON CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
KCS Wealth Advisory 110.02%0.02%0.02%Q3 2019Q3 20191
Fiduciary Planning LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Shay Capital LLC 110.07%0.07%0.07%Q4 2021Q4 20211
RBA Wealth Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Kula Investments, LLC 110.22%0.22%0.22%Q1 2023Q1 20231
COMMONWEALTH BANK OF AUSTRALIA 110.03%0.03%0.03%Q2 2019Q2 20191
CAXTON ASSOCIATES LP 110.12%0.12%0.12%Q3 2022Q3 20221
Headlands Technologies LLC 110.01%0.01%0.01%Q3 2023Q3 20231
HC FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q1 2020Q1 20201
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
Cubic Asset Management, LLC 110.14%0.14%0.14%Q2 2019Q2 20191
Kinloch Capital, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Advisory Alpha, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Alpha Omega Wealth Management LLC 110.01%0.01%0.01%Q2 2019Q2 20191
MANAGED ASSET PORTFOLIOS, LLC 110.47%0.47%0.47%Q2 2019Q2 20191
Compass Wealth Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q1 2023Q1 20231
Busey Bank 110.00%0.00%0.00%Q4 2019Q4 20191
Nelson Capital Management, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Mill Capital Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Renasant Bank 110.19%0.19%0.19%Q2 2022Q2 20221
Kidder Stephen W 110.29%0.29%0.29%Q2 2019Q2 20191
Operose Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q3 2021Q3 20211
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Hayek Kallen Investment Management 110.30%0.30%0.30%Q2 2019Q2 20191
Endurant Capital Management LP 110.65%0.65%0.65%Q3 2020Q3 20201
BRISTOL JOHN W & CO INC /NY/ 110.01%0.01%0.01%Q2 2019Q2 20191
United Community Bank 110.00%0.00%0.00%Q3 2023Q3 20231
AlphaCore Capital LLC 110.00%0.00%0.00%Q1 2020Q1 20201
CONNING INC. 110.18%0.18%0.18%Q4 2022Q4 20221
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
ELM ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Abbot Financial Management, Inc. 110.24%0.24%0.24%Q2 2019Q2 20191
Consolidated Planning Corp 110.00%0.00%0.00%Q3 2021Q3 20211
HOWARD WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
A.R.T. Advisors, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
PRINCIPAL FINANCIAL GROUP INC 110.01%0.01%0.01%Q2 2022Q2 20221
TCG Advisors, LP 110.01%0.01%0.01%Q2 2019Q2 20191
CLEARFIELD CAPITAL MANAGEMENT LP 114.49%4.49%4.49%Q4 2019Q4 20191
Annis Gardner Whiting Capital Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Widmann Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
MAVERICK CAPITAL LTD 110.01%0.01%0.01%Q4 2020Q4 20201
Shamrock Asset Management LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Samalin Investment Counsel, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Index Fund Advisors, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 110.00%0.00%0.00%Q2 2019Q2 20191
Willingdon Wealth Management 110.00%0.00%0.00%Q3 2019Q3 20191
Interchange Capital Partners, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Retirement Planning Co of New England, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
Merrion Investment Management Co, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
EVERETT HARRIS & CO /CA/ 110.01%0.01%0.01%Q2 2019Q2 20191
ALESCO ADVISORS LLC 110.02%0.02%0.02%Q4 2019Q4 20191
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Executive Wealth Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q2 2019Q2 20191
Winch Advisory Services, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Silicon Hills Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Ergoteles LLC 110.03%0.03%0.03%Q2 2023Q2 20231
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CHILDRESS CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
NORTHSTAR ASSET MANAGEMENT Co LLC 110.09%0.09%0.09%Q2 2019Q2 20191
Aquire Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Sather Financial Group Inc 110.02%0.02%0.02%Q4 2022Q4 20221
HEADINVEST, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
San Luis Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Perkins Coie Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
Harvest Fund Management Co., Ltd 110.00%0.00%0.00%Q2 2023Q2 20231
QS Investors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.04%0.04%0.04%Q4 2021Q4 20211
Capital International Investors 110.01%0.01%0.01%Q3 2019Q3 20191
Doyle Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
Rench Wealth Management, Inc. 110.22%0.22%0.22%Q2 2019Q2 20191
MidWestOne Financial Group, Inc. 110.07%0.07%0.07%Q4 2022Q4 20221
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Essex Savings Bank 110.02%0.02%0.02%Q2 2019Q2 20191
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Regent Peak Wealth Advisors LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Urban Wealth Management, LLC 110.35%0.35%0.35%Q2 2022Q2 20221
Argent Wealth Management LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Paragon Capital Management LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Dougherty Wealth Advisers LLC 110.03%0.03%0.03%Q2 2019Q2 20191
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
Arlington Trust Co LLC 110.09%0.09%0.09%Q3 2023Q3 20231
GFS Advisors, LLC 110.07%0.07%0.07%Q2 2019Q2 20191
Legacy Capital Wealth Partners, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
Measured Wealth Private Client Group, LLC 110.15%0.15%0.15%Q2 2019Q2 20191
PUTNAM INVESTMENTS LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Voya Financial Advisors, Inc. 110.02%0.02%0.02%Q2 2019Q2 20191
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
External links

This page lists all the filers that currently own ALCON AG or have owned ALCON AG in the past.