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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 389930108

GRAYSCALE BITCOIN MINI TR BT

413 institutions · $343.4M total · 61,858,575 shares

#ManagerSharesValue% of TotalPeriod
1JANE STREET GROUP, LLC19,878,442$111.9M32.13%2024-09-30
2HORIZON KINETICS ASSET MANAGEMENT LLC15,282,793$86.0M24.70%2024-09-30
3Sloy Dahl & Holst, LLC2,914,070$16.4M4.71%2024-09-30
4EMORY UNIVERSITY2,678,906$15.1M4.33%2024-09-30
5HighTower Advisors, LLC1,331,438$7.5M2.15%2024-09-30
6Multicoin Capital Management, LLC1,321,808$7.4M2.13%2024-09-30
7MILLENNIUM MANAGEMENT LLC1,139,049$6.4M1.84%2024-09-30
8SUSQUEHANNA INTERNATIONAL GROUP, LLP1,043,507$5.9M1.68%2024-09-30
9LPL Financial LLC1,036,110$5.8M1.67%2024-09-30
10EagleClaw Capital Managment, LLC1,015,825$5.7M1.64%2024-09-30
11GOLDMAN SACHS GROUP INC684,569$3.9M1.10%2024-09-30
12One Charles Private Wealth Services, LLC472,452$2.7M0.76%2024-09-30
13Focus Partners Wealth385,713$2.5M0.62%2024-09-30
14Moors & Cabot, Inc.440,895$2.5M0.71%2024-09-30
15Wealthfront Advisers LLC391,681$2.2M0.63%2024-09-30
16MAD RIVER INVESTORS390,445$2.2M0.63%2024-09-30
17Ovata Capital Management Ltd302,300$1.7M0.48%2024-09-30
18KINGSWOOD WEALTH ADVISORS, LLC300,629$1.7M0.48%2024-09-30
19Simplify Asset Management Inc.286,228$1.6M0.46%2024-09-30
20LAKE STREET ADVISORS GROUP, LLC242,411$1.4M0.39%2024-09-30
21Kestra Advisory Services, LLC241,590$1.4M0.39%2024-09-30
22Cetera Investment Advisers240,938$1.4M0.38%2024-09-30
23Brookstone Capital Management29,214$1.2M0.04%2024-12-31
24Pettinga Financial Advisors, LLC194,409$1.1M0.31%2024-09-30
25WEALTH ENHANCEMENT ADVISORY SERVICES, LLC180,504$1.0M0.29%2024-12-31
26Sequoia Financial Advisors, LLC179,248$1.0M0.28%2024-09-30
27Mariner, LLC158,443$892.0K0.25%2024-09-30
28RBF Capital, LLC150,000$844.5K0.24%2024-09-30
29Aristides Capital LLC147,131$828.3K0.23%2024-09-30
30Pasadena Private Wealth, LLC142,664$803.2K0.23%2024-09-30
31Creative Planning142,256$800.9K0.22%2024-09-30
32Birch Hill Investment Advisors LLC137,511$774.2K0.22%2024-09-30
33Fielder Capital Group LLC132,422$745.5K0.21%2024-09-30
34TRAPHAGEN INVESTMENT ADVISORS LLC131,006$737.6K0.21%2024-09-30
35Addison Capital Co127,214$716.2K0.20%2024-09-30
36LAKEWOOD CAPITAL MANAGEMENT, LP123,500$695.3K0.19%2024-09-30
37ENVESTNET ASSET MANAGEMENT INC116,941$658.4K0.18%2024-09-30
38ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC113,203$637.3K0.18%2024-09-30
39Foundations Investment Advisors, LLC113,182$637.2K0.18%2024-09-30
40BECK CAPITAL MANAGEMENT, LLC111,771$629.3K0.18%2024-09-30
41BLUE SQUARE ASSET MANAGEMENT, LLC108,334$609.9K0.17%2024-09-30
42ONCE CAPITAL MANAGEMENT, LLC107,700$606.4K0.17%2024-09-30
43Claro Advisors LLC107,251$603.8K0.17%2024-09-30
44Larson Financial Group LLC98,907$556.8K0.15%2024-09-30
45Red Door Wealth Management, LLC96,430$542.9K0.15%2024-09-30
46Legacy Wealth Asset Management, LLC94,865$534.1K0.15%2024-09-30
47Independent Advisor Alliance92,213$519.2K0.14%2024-09-30
48HOWE & RUSLING INC81,551$459.1K0.13%2024-09-30
49NewEdge Wealth, LLC80,958$455.8K0.13%2024-09-30
50Intellectus Partners, LLC80,084$450.9K0.12%2024-09-30
51ICONIQ Capital, LLC77,932$438.8K0.12%2024-09-30
52Ascension Capital Advisors, Inc.74,503$419.5K0.12%2024-09-30
53NORTHERN TRUST CORP74,228$417.9K0.11%2024-09-30
54CI Private Wealth, LLC69,832$393.2K0.11%2024-09-30
55Pekin Hardy Strauss, Inc.67,282$378.8K0.10%2024-09-30
56Fiduciary Alliance LLC67,164$378.1K0.10%2024-09-30
57SELDON CAPITAL LP66,107$372.2K0.10%2024-09-30
58Wealthspire Advisors, LLC65,876$370.9K0.10%2024-09-30
59FRANKLIN RESOURCES INC61,231$358.2K0.09%2024-09-30
60Global Retirement Partners, LLC63,620$358.2K0.10%2024-09-30
61Watts Gwilliam & Co., LLC8,353$357.0K0.01%2024-12-31
62FAGAN ASSOCIATES, INC.63,390$356.9K0.10%2024-09-30
63Lido Advisors, LLC62,800$353.6K0.10%2024-09-30
64FIDUCIARY TRUST CO61,800$347.9K0.09%2024-09-30
65Convergence Financial, LLC58,525$329.5K0.09%2024-09-30
66EPIQ PARTNERS, LLC58,000$326.5K0.09%2024-09-30
67NTV Asset Management LLC57,487$323.7K0.09%2024-09-30
68Aries Wealth Management56,936$320.6K0.09%2024-09-30
69Bray Capital Advisors54,261$305.5K0.08%2024-09-30
70SAPIENT CAPITAL LLC52,664$296.5K0.08%2024-09-30
71Sowell Financial Services LLC52,299$294.0K0.08%2024-09-30
72CAPTRUST FINANCIAL ADVISORS50,885$286.5K0.08%2024-09-30
73B. Riley Wealth Advisors, Inc.51,650$284.8K0.08%2024-12-31
74AIRE ADVISORS, LLC49,679$279.7K0.08%2024-09-30
75Beacon Pointe Advisors, LLC49,393$278.1K0.07%2024-09-30
76KESTRA PRIVATE WEALTH SERVICES, LLC48,412$272.6K0.07%2024-09-30
77FinTrust Capital Advisors, LLC48,396$272.5K0.07%2024-09-30
78BROWN ADVISORY INC47,281$266.2K0.07%2024-09-30
79Cresset Asset Management, LLC46,296$260.6K0.07%2024-09-30
80FORTEM FINANCIAL GROUP, LLC6,210$260.0K0.01%2024-12-31
81CITADEL ADVISORS LLC46,146$259.8K0.07%2024-09-30
82Proficio Capital Partners LLC46,112$259.6K0.07%2024-09-30
83Stewardship Advisors, LLC46,046$259.2K0.07%2024-09-30
84Pathstone Holdings, LLC45,333$255.2K0.07%2024-09-30
85Cerity Partners LLC45,069$253.7K0.07%2024-09-30
86Joel Isaacson & Co., LLC44,608$251.1K0.07%2024-09-30
87MCRAE CAPITAL MANAGEMENT INC44,590$251.0K0.07%2024-09-30
88US BANCORP \DE\44,128$248.4K0.07%2024-09-30
89CIBC Private Wealth Group, LLC43,017$242.2K0.06%2024-09-30
90Waverly Advisors, LLC41,971$236.3K0.06%2024-09-30
91Interchange Capital Partners, LLC41,908$235.9K0.06%2024-09-30
92Merit Financial Group, LLC41,790$235.3K0.06%2024-09-30
93Windle Wealth, LLC41,056$231.1K0.06%2024-09-30
94Gallacher Capital Management LLC40,976$230.7K0.06%2024-09-30
95MERCER GLOBAL ADVISORS INC /ADV40,318$230.1K0.06%2024-09-30
96SCOPUS ASSET MANAGEMENT, L.P.40,437$227.7K0.06%2024-09-30
97Joseph P. Lucia & Associates, LLC40,161$226.1K0.06%2024-09-30
98PNC Financial Services Group, Inc.39,064$219.9K0.06%2024-09-30
99PYA Waltman Capital, LLC38,885$218.9K0.06%2024-09-30
100Visionary Wealth Advisors38,507$216.8K0.06%2024-09-30
101CHOREO, LLC38,488$210.9K0.06%2024-09-30
102Compass Ion Advisors, LLC37,459$210.9K0.06%2024-09-30
103Meridian Wealth Management, LLC37,040$208.5K0.05%2024-09-30
104GRIMES & COMPANY, INC.36,997$208.3K0.05%2024-09-30
105Diligent Investors, LLC36,851$207.5K0.05%2024-09-30
106Integrated Wealth Concepts LLC36,755$206.9K0.05%2024-09-30
107Williams Jones Wealth Management, LLC.36,342$204.6K0.05%2024-09-30
108Atria Wealth Solutions, Inc.35,512$199.9K0.05%2024-09-30
109Castleview Partners, LLC35,397$199.3K0.05%2024-12-31
110RMB Capital Management, LLC34,400$193.7K0.05%2024-09-30
111MGO ONE SEVEN LLC34,045$191.7K0.05%2024-09-30
112McKinley Carter Wealth Services, Inc.33,010$185.8K0.05%2024-09-30
113NewEdge Advisors, LLC32,771$184.5K0.05%2024-09-30
114WealthPlan Investment Management, LLC32,507$183.0K0.05%2024-09-30
115Blue Investment Partners LLC32,382$182.3K0.05%2024-09-30
116MAI Capital Management32,313$181.9K0.05%2024-09-30
117LCM Capital Management Inc32,285$181.8K0.05%2024-09-30
118Mills Wealth Advisors LLC32,205$181.3K0.05%2024-09-30
119TOWNSQUARE CAPITAL LLC31,196$175.6K0.05%2024-09-30
120SIGNATUREFD, LLC30,290$170.5K0.04%2024-09-30
121Private Advisor Group, LLC29,574$166.5K0.04%2024-09-30
122CRA Financial Services, LLC29,489$166.0K0.04%2024-09-30
123SJS Investment Consulting Inc.29,089$163.8K0.04%2024-09-30
124ACORN FINANCIAL ADVISORY SERVICES INC /ADV28,456$160.2K0.04%2024-09-30
125STIFEL FINANCIAL CORP28,307$159.4K0.04%2024-09-30
126TRUIST FINANCIAL CORP27,437$154.5K0.04%2024-09-30
127KENNICOTT CAPITAL MANAGEMENT LLC27,116$152.7K0.04%2024-09-30
128Wall Street Access Asset Management, LLC3,848$149.0K0.00%2025-12-31
129SevenBridge Financial Group, LLC18,831$145.6K0.03%2024-09-30
130Almanack Investment Partners, LLC.25,634$144.3K0.04%2024-09-30
131STANSBERRY ASSET MANAGEMENT, LLC24,272$136.7K0.03%2024-09-30
132MAINSTAY CAPITAL MANAGEMENT LLC /ADV23,848$134.3K0.03%2024-09-30
133White Knight Strategic Wealth Advisors, LLC23,740$133.7K0.03%2024-09-30
134TRUE Private Wealth Advisors23,711$133.5K0.03%2024-09-30
135Jaffetilchin Investment Partners, LLC23,650$133.2K0.03%2024-09-30
136Concord Wealth Partners3,170$132.7K0.00%2024-12-31
137Integrated Advisors Network LLC23,431$131.9K0.03%2024-09-30
138NWAM LLC23,190$130.6K0.03%2024-09-30
139WEALTHGARDEN F.S. LLC23,190$130.6K0.03%2024-09-30
140Perigon Wealth Management, LLC22,971$129.3K0.03%2024-09-30
141Quadcap Wealth Management, LLC22,486$126.6K0.03%2024-09-30
142Verdence Capital Advisors LLC22,462$126.5K0.03%2024-09-30
143Pallas Capital Advisors LLC20,625$125.0K0.03%2024-09-30
144Prairie Wealth Advisors, Inc.22,183$124.9K0.03%2024-09-30
145Sharper & Granite LLC21,900$123.3K0.03%2024-09-30
146MONETA GROUP INVESTMENT ADVISORS LLC21,730$122.3K0.03%2024-09-30
147IEQ CAPITAL, LLC21,048$118.5K0.03%2024-09-30
148Berger Financial Group, Inc21,045$118.5K0.03%2024-09-30
149Meixler Investment Management, Ltd.20,989$118.2K0.03%2024-09-30
150SMITH, MOORE & CO.20,845$117.4K0.03%2024-09-30
151Stratos Wealth Partners, LTD.20,460$115.2K0.03%2024-09-30
152JOHNSON INVESTMENT COUNSEL INC20,305$114.3K0.03%2024-09-30
153IRIDIAN ASSET MANAGEMENT LLC/CT20,300$114.3K0.03%2024-09-30
154SPROTT INC.19,286$108.6K0.03%2024-09-30
155Indie Asset Partners, LLC19,244$108.3K0.03%2024-09-30
156Plancorp, LLC19,194$108.1K0.03%2024-09-30
157SCOTIA CAPITAL INC.19,008$107.0K0.03%2024-09-30
158DELTEC ASSET MANAGEMENT LLC18,650$105.0K0.03%2024-09-30
159Soltis Investment Advisors LLC18,586$104.6K0.03%2024-12-31
160Equitable Holdings, Inc.18,535$104.4K0.02%2024-09-30
161CreativeOne Wealth, LLC18,451$103.9K0.02%2024-09-30
162Consolidated Portfolio Review Corp18,111$102.0K0.02%2024-09-30
163Lifeworks Advisors, LLC18,068$101.7K0.02%2024-09-30
164Bellwether Advisors, LLC18,051$101.6K0.02%2024-09-30
165AE Wealth Management LLC18,002$101.4K0.02%2024-09-30
166Formidable Asset Management, LLC17,835$100.4K0.02%2024-09-30
167Empower Advisory Group, LLC17,572$98.9K0.02%2024-09-30
168Pine Valley Investments Ltd Liability Co17,291$97.3K0.02%2024-09-30
169Cynosure Management, LLC17,086$96.2K0.02%2024-09-30
170Fountainhead AM, LLC16,191$91.2K0.02%2024-09-30
171FINANCIAL COUNSELORS INC16,055$90.4K0.02%2024-09-30
172Wealthcare Advisory Partners LLC16,050$90.4K0.02%2024-09-30
173MISSION WEALTH MANAGEMENT, LP15,957$89.8K0.02%2024-09-30
174Curran Financial Partners, LLC15,756$88.7K0.02%2024-09-30
175Spectrum Planning & Advisory Services Inc.15,695$88.4K0.02%2024-09-30
176BRYN MAWR TRUST Co15,678$88.3K0.02%2024-09-30
177CHILDRESS CAPITAL ADVISORS, LLC15,614$87.9K0.02%2024-09-30
178Malaga Cove Capital, LLC14,914$84.0K0.02%2024-09-30
179Finer Wealth Management, Inc.14,911$83.9K0.02%2024-09-30
180GREENLEAF TRUST14,505$81.7K0.02%2024-09-30
181Dakota Wealth Management14,471$81.5K0.02%2024-09-30
182Royal Bank of Canada14,300$81.0K0.02%2024-09-30
183ROTHSCHILD INVESTMENT LLC14,360$80.8K0.02%2024-09-30
184MATHER GROUP, LLC.1,917$80.3K0.00%2024-12-31
185DUDLEY CAPITAL MANAGEMENT, LLC14,122$79.5K0.02%2024-09-30
186Compagnie Lombard Odier SCmA14,050$79.0K0.02%2024-09-30
187IFP Advisors, Inc1,760$77.5K0.00%2024-12-31
188Clearwater Capital Advisors, LLC13,680$77.0K0.02%2024-09-30
189CHERRYDALE WEALTH MANAGEMENT, LLC13,531$76.2K0.02%2024-09-30
190GABLES CAPITAL MANAGEMENT INC.13,245$74.6K0.02%2024-09-30
191Firestone Capital Management12,949$72.9K0.02%2024-09-30
192HB Wealth Management, LLC12,831$72.2K0.02%2024-09-30
193Western Wealth Management, LLC12,790$72.0K0.02%2024-09-30
194Aspen Grove Capital, LLC12,655$71.2K0.02%2024-09-30
195Ronald Blue Trust, Inc.12,510$70.4K0.02%2024-12-31
196FIDUCIARY FINANCIAL GROUP, LLC12,574$69.4K0.02%2024-09-30
197Savant Capital, LLC12,316$69.3K0.01%2024-09-30
198TOCQUEVILLE ASSET MANAGEMENT L.P.12,237$68.9K0.01%2024-09-30
199Modern Wealth Management, LLC12,221$68.8K0.01%2025-03-31
200Rathbones Group Plc12,022$67.7K0.01%2024-09-30
201VISTA FINANCE, LLC12,016$67.7K0.01%2024-09-30
202Fortis Capital Management LLC11,816$66.5K0.01%2024-09-30
203Plante Moran Financial Advisors, LLC11,667$65.7K0.01%2024-09-30
204HOWLAND CAPITAL MANAGEMENT LLC11,600$65.3K0.01%2024-09-30
205Traynor Capital Management, Inc.11,595$65.3K0.01%2024-09-30
206Beaird Harris Wealth Management, LLC11,579$65.2K0.01%2024-12-31
207Embree Financial Group11,510$64.8K0.01%2024-09-30
208HBK Sorce Advisory LLC11,489$64.7K0.01%2024-09-30
209Valeo Financial Advisors, LLC11,378$64.1K0.01%2024-09-30
210Prime Capital Investment Advisors, LLC11,299$63.6K0.01%2024-09-30
211RITHOLTZ WEALTH MANAGEMENT11,279$63.5K0.01%2024-09-30
212Invesco Ltd.11,233$63.2K0.01%2024-09-30
213CAPITAL PERFORMANCE ADVISORS LLP10,947$61.6K0.01%2024-09-30
214Essex Financial Services, Inc.10,274$61.4K0.01%2024-09-30
215WATERSHED PRIVATE WEALTH LLC10,789$60.7K0.01%2024-09-30
216Bison Wealth, LLC10,704$60.3K0.01%2024-09-30
217International Private Wealth Advisors LLC10,696$60.2K0.01%2024-09-30
218Keystone Financial Group10,581$59.6K0.01%2024-12-31
219Good Life Advisors, LLC10,572$59.5K0.01%2024-09-30
220Sage Investment Advisers LLC10,500$59.1K0.01%2024-09-30
221Leo Wealth, LLC10,487$59.0K0.01%2024-09-30
222MONTAG A & ASSOCIATES INC10,200$57.4K0.01%2024-09-30
223Chevy Chase Trust Holdings, LLC10,186$57.3K0.01%2024-09-30
224VitalStone Financial, LLC10,132$57.0K0.01%2024-09-30
225Laidlaw Wealth Management LLC10,129$57.0K0.01%2024-09-30
226BROWN BROTHERS HARRIMAN & CO10,110$56.9K0.01%2024-09-30
227New Republic Capital, LLC10,040$56.5K0.01%2024-09-30
228Oxbow Advisors, LLC10,000$56.3K0.01%2024-09-30
229SYNOVUS FINANCIAL CORP9,951$56.0K0.01%2024-09-30
230Clearstead Advisors, LLC9,755$54.9K0.01%2024-09-30
231ADVISOR GROUP HOLDINGS, INC.8,924$50.2K0.01%2024-12-31
232BANK OF MONTREAL /CAN/8,486$49.4K0.01%2024-09-30
233MRP Capital Investments, LLC7,765$43.7K0.01%2024-09-30
234SouthState Corp6,606$37.2K0.01%2024-09-30
235ZRC WEALTH MANAGEMENT, LLC6,482$36.5K0.01%2024-09-30
236Coppell Advisory Solutions LLC5,952$34.6K0.00%2024-09-30
237Parallel Advisors, LLC5,354$30.1K0.00%2024-09-30
238Sunbelt Securities, Inc.4,472$25.2K0.00%2024-09-30
239Ancora Advisors, LLC4,467$25.1K0.00%2024-09-30
240Sound Income Strategies, LLC4,375$24.6K0.00%2024-09-30
241Synergy Asset Management, LLC4,205$23.7K0.00%2024-12-31
242HIGHLINE WEALTH PARTNERS LLC4,194$23.6K0.00%2024-09-30
243AdvisorNet Financial, Inc3,984$22.4K0.00%2024-09-30
244HHM Wealth Advisors, LLC3,740$21.1K0.00%2024-09-30
245EverSource Wealth Advisors, LLC3,600$20.3K0.00%2024-09-30
246Parkside Financial Bank & Trust3,535$19.9K0.00%2024-09-30
247OARSMAN CAPITAL, INC.3,523$19.8K0.00%2024-09-30
248TD Waterhouse Canada Inc.3,215$17.6K0.00%2024-09-30
249Spectrum Wealth Counsel, LLC3,040$17.1K0.00%2024-09-30
250Allworth Financial LP3,036$17.1K0.00%2024-09-30
251Richardson Capital Management LLC436$15.9K0.00%2025-03-31
252OLIVER LAGORE VANVALIN INVESTMENT GROUP2,792$15.7K0.00%2024-09-30
253MORGAN STANLEY2,778$15.6K0.00%2025-03-31
254LFA - Lugano Financial Advisors SA2,750$15.5K0.00%2024-09-30
255SOA Wealth Advisors, LLC.2,718$15.3K0.00%2024-09-30
256Glass Jacobson Investment Advisors llc2,590$14.6K0.00%2024-09-30
257North Star Investment Management Corp.2,550$14.4K0.00%2024-09-30
258WELLS FARGO & COMPANY/MN2,478$14.0K0.00%2024-09-30
259Annapolis Financial Services, LLC2,362$13.3K0.00%2024-09-30
260FMR LLC2,260$12.7K0.00%2024-09-30
261JNBA Financial Advisors2,250$12.7K0.00%2024-09-30
262WHITTIER TRUST CO2,184$12.3K0.00%2024-09-30
263American Capital Advisory, LLC2,130$12.0K0.00%2024-09-30
264JPMORGAN CHASE & CO2,080$11.7K0.00%2024-12-31
265Lindbrook Capital, LLC2,028$11.4K0.00%2024-09-30
266Western Pacific Wealth Management, LP2,000$11.3K0.00%2024-09-30
267Bogart Wealth, LLC1,817$10.2K0.00%2024-09-30
268JAMISON PRIVATE WEALTH MANAGEMENT, INC.1,642$9.2K0.00%2024-09-30
269Pathway Financial Advisers, LLC1,617$9.1K0.00%2024-09-30
270Silicon Valley Capital Partners1,600$9.0K0.00%2024-09-30
271HARBOUR INVESTMENTS, INC.1,539$8.7K0.00%2024-09-30
272Sandy Spring Bank1,516$8.5K0.00%2024-09-30
273SALEM INVESTMENT COUNSELORS INC1,500$8.4K0.00%2024-09-30
274CENTRAL TRUST Co1,500$8.4K0.00%2024-09-30
275OPTIMUM INVESTMENT ADVISORS1,500$8.4K0.00%2024-09-30
276Cornerstone Planning Group LLC1,270$8.2K0.00%2024-09-30
277WOLFF WIESE MAGANA LLC1,411$7.9K0.00%2024-09-30
278Colonial Trust Advisors1,410$7.9K0.00%2024-09-30
279Jackson, Grant Investment Advisers, Inc.1,387$7.8K0.00%2024-09-30
280Abich Financial Wealth Management LLC1,323$7.4K0.00%2024-09-30
281EDMOND DE ROTHSCHILD HOLDING S.A.1,300$7.3K0.00%2024-09-30
282Richard W. Paul & Associates, LLC1,273$7.2K0.00%2024-09-30
283Creekmur Asset Management LLC1,118$6.3K0.00%2024-09-30
284Safe Harbor Fiduciary, LLC1,114$6.3K0.00%2024-09-30
285Kathleen S. Wright Associates Inc.1,095$6.2K0.00%2024-09-30
286WR Wealth Planners, LLC1,090$6.1K0.00%2024-09-30
287Guardian Wealth Management, Inc.1,087$6.1K0.00%2024-09-30
288Manchester Capital Management LLC1,080$6.1K0.00%2024-09-30
289Abound Wealth Management1,030$5.8K0.00%2024-09-30
290Dunhill Financial, LLC1,006$5.7K0.00%2024-09-30
291Future Financial Wealth Managment LLC1,000$5.6K0.00%2024-09-30
292ATWOOD & PALMER INC986$5.6K0.00%2024-09-30
293NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO967$5.4K0.00%2024-09-30
294BFSG, LLC910$5.1K0.00%2024-09-30
295Glen Eagle Advisors, LLC865$4.9K0.00%2024-09-30
296HOLLENCREST CAPITAL MANAGEMENT845$4.8K0.00%2024-09-30
297ST GERMAIN D J CO INC833$4.7K0.00%2024-09-30
298Hurley Capital, LLC103$4.5K0.00%2024-12-31
299PFS Partners, LLC788$4.4K0.00%2024-09-30
300Steward Partners Investment Advisory, LLC752$4.2K0.00%2024-09-30
301Asset Dedication, LLC751$4.2K0.00%2024-09-30
302Frazier Financial Advisors, LLC700$3.9K0.00%2024-09-30
303INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC21,563$3.8K0.03%2024-09-30
304EVERMAY WEALTH MANAGEMENT LLC672$3.8K0.00%2024-09-30
305BOKF, NA675$3.7K0.00%2024-09-30
306Avondale Wealth Management625$3.5K0.00%2024-09-30
307Tidemark, LLC549$3.1K0.00%2024-09-30
308Clear Point Advisors Inc.532$3.0K0.00%2024-09-30
309ATTICUS WEALTH MANAGEMENT, LLC527$3.0K0.00%2024-09-30
310GS Investments, Inc.500$2.8K0.00%2024-09-30
311Nelson, Van Denburg & Campbell Wealth Management Group, LLC498$2.8K0.00%2024-09-30
312DHJJ Financial Advisors, Ltd.491$2.8K0.00%2024-09-30
313Financial Perspectives, Inc485$2.7K0.00%2024-09-30
314TOTH FINANCIAL ADVISORY CORP440$2.5K0.00%2024-09-30
315Dixon Mitchell Investment Counsel Inc.425$2.4K0.00%2024-09-30
316BARTLETT & CO. WEALTH MANAGEMENT LLC415$2.3K0.00%2024-09-30
317SWAN Capital LLC411$2.3K0.00%2024-09-30
318Addison Advisors LLC400$2.3K0.00%2024-09-30
319DELTA ASSET MANAGEMENT LLC/TN380$2.1K0.00%2024-09-30
320Strengthening Families & Communities, LLC372$2.1K0.00%2024-09-30
321Elequin Securities, LLC362$2.0K0.00%2024-09-30
322GPS Wealth Strategies Group, LLC353$2.0K0.00%2024-09-30
323Planning Capital Management Corp320$1.8K0.00%2024-09-30
324Cambridge Investment Research Advisors, Inc.305,614$1.7K0.49%2024-09-30
325BROWN, LISLE/CUMMINGS, INC.300$1.7K0.00%2024-09-30
326Rise Advisors, LLC298$1.7K0.00%2024-09-30
327COMMONWEALTH EQUITY SERVICES, LLC282,367$1.6K0.45%2024-09-30
328Tradewinds Capital Management, LLC269$1.5K0.00%2024-09-30
329Activest Wealth Management264$1.5K0.00%2024-09-30
330Oakworth Capital, Inc.259$1.5K0.00%2024-09-30
331JFS WEALTH ADVISORS, LLC256$1.4K0.00%2024-09-30
332NATIONAL BANK OF CANADA /FI/241$1.4K0.00%2024-09-30
333Signature Resources Capital Management, LLC236$1.3K0.00%2024-09-30
334SRS Capital Advisors, Inc.235$1.3K0.00%2024-09-30
335Carolina Wealth Advisors, LLC235$1.3K0.00%2024-09-30
336Legend Financial Advisors, Inc.31$1.3K0.00%2024-12-31
337NVWM, LLC228$1.3K0.00%2024-09-30
338MASSMUTUAL TRUST CO FSB/ADV227$1.3K0.00%2024-09-30
339MACROVIEW INVESTMENT MANAGEMENT LLC217$1.2K0.00%2024-09-30
340Bear Mountain Capital, Inc.200$1.2K0.00%2024-09-30
341GHP Investment Advisors, Inc.210$1.2K0.00%2024-09-30
342ORG Partners LLC200$1.1K0.00%2024-09-30
343Strategic Investment Solutions, Inc. /IL199$1.1K0.00%2024-09-30
344Flaharty Asset Management, LLC195$1.1K0.00%2024-09-30
345Kozak & Associates, Inc.182$1.1K0.00%2024-09-30
346JONES FINANCIAL COMPANIES LLLP182$1.1K0.00%2024-09-30
347Van Hulzen Asset Management, LLC186,148$1.0K0.30%2024-09-30
348Carmichael Hill & Associates, Inc.186$1.0K0.00%2024-09-30
349ATLAS CAPITAL ADVISORS LLC186$1.0K0.00%2024-09-30
350BOYD WATTERSON ASSET MANAGEMENT LLC/OH182$1.0K0.00%2024-09-30
351WFA Asset Management Corp182$1.0K0.00%2025-09-30
352GeoWealth Management, LLC167$9400.00%2024-09-30
353Atlantic Edge Private Wealth Management, LLC160$9010.00%2024-09-30
354Federation des caisses Desjardins du Quebec157$8840.00%2024-09-30
355Atlas Wealth Partners, LLC153,932$8670.24%2024-09-30
356Versant Capital Management, Inc151$8500.00%2024-09-30
357Riggs Asset Managment Co. Inc.150$8450.00%2024-09-30
358Ridgewood Investments LLC20$8370.00%2024-12-31
359CVA Family Office, LLC19$7960.00%2024-12-31
360BANK OF AMERICA CORP /DE/120$6760.00%2024-09-30
361Financial Gravity Companies, Inc.112$6310.00%2024-09-30
362HALLMARK CAPITAL MANAGEMENT INC112$6310.00%2024-09-30
363Headlands Technologies LLC107$6020.00%2024-09-30
364ARMSTRONG ADVISORY GROUP, INC100$5630.00%2024-09-30
365CITY HOLDING CO100$5630.00%2024-09-30
366Westside Investment Management, Inc.100$5630.00%2024-09-30
367CALDWELL SUTTER CAPITAL, INC.100$5630.00%2024-09-30
368BOK Financial Private Wealth, Inc.100$5630.00%2024-09-30
369BARRETT & COMPANY, INC.100$5630.00%2024-09-30
370Missouri Trust & Investment Co100$5630.00%2024-09-30
371Robinson Capital Management, LLC100$5490.00%2024-09-30
372Aspire Private Capital, LLC96$5390.00%2024-09-30
373First Personal Financial Services91$5130.00%2024-09-30
374McIlrath & Eck, LLC91$5120.00%2024-09-30
375SANTA MONICA PARTNERS LP12,986$5030.02%2025-12-31
376Laurel Wealth Advisors LLC74$4170.00%2024-09-30
377Cassady Schiller Wealth Management, LLC9$3770.00%2024-12-31
378ASSETMARK, INC61$3430.00%2024-09-30
379Game Plan Financial Advisors, LLC60$3380.00%2024-09-30
380THOMPSON INVESTMENT MANAGEMENT, INC.60$3380.00%2024-09-30
381Gen-Wealth Partners Inc50$3190.00%2024-09-30
382Smithfield Trust Co56,195$3160.09%2024-09-30
383WFA of San Diego, LLC52$2930.00%2024-09-30
384Front Row Advisors LLC50$2820.00%2024-09-30
385RPg Family Wealth Advisory, LLC50$2820.00%2024-09-30
386Tortoise Investment Management, LLC50$2820.00%2025-06-30
387STEVENS CAPITAL MANAGEMENT LP38,790$2180.06%2024-09-30
388Legacy Investment Solutions, LLC27$2160.00%2024-09-30
389Legacy Wealth Managment, LLC/ID27$2160.00%2024-09-30
390Financial Management Professionals, Inc.35,379$1990.05%2024-09-30
391Beacon Capital Management, LLC35$1970.00%2024-09-30
392CarsonAllaria Wealth Management, Ltd.29$1630.00%2024-09-30
393Summit Global Investments27,396$1540.04%2024-09-30
394Canton Hathaway, LLC27,200$1530.04%2024-09-30
395TSFG, LLC26,371$1480.04%2024-09-30
396PITTENGER & ANDERSON INC24$1360.00%2024-09-30
397WEDBUSH SECURITIES INC22,910$1290.03%2024-09-30
398Aurora Private Wealth, Inc.22,628$1270.03%2024-09-30
399DiNuzzo Private Wealth, Inc.20$1130.00%2024-09-30
400SkyView Investment Advisors, LLC20,000$1130.03%2024-09-30
401Coastline Trust Co20$1130.00%2024-09-30
402VOISARD ASSET MANAGEMENT GROUP, INC.17$960.00%2024-09-30
403PHILADELPHIA TRUST CO14,770$830.02%2024-09-30
404CENTAURUS FINANCIAL, INC.14,224$800.02%2024-09-30
405HERITAGE INVESTORS MANAGEMENT CORP11,880$660.01%2024-09-30
406Cranbrook Wealth Management, LLC10$570.00%2024-09-30
407Colonial Trust Co / SC10$560.00%2024-09-30
408BARCLAYS PLC2,850$160.00%2024-09-30
409ARCADIA INVESTMENT ADVISORS LLC1$60.00%2024-12-31
410Prestige Wealth Management Group LLC1$60.00%2025-12-31
411AlphaMark Advisors, LLC100$40.00%2024-12-31
412Hanson & Doremus Investment Management31$10.00%2024-12-31
413OGOREK ANTHONY JOSEPH /NY/ /ADV0$00.00%2025-12-31