CUSIP 46185L103
INVITAE CORP
216 institutions · $101.0M total · 145,600,748 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ARK Investment Management LLC | 32,942,606 | $19.9M | 22.62% | 2023-12-31 |
| 2 | Swedbank AB | 265,993 | $10.2M | 0.18% | 2024-12-31 |
| 3 | Sumitomo Mitsui Trust Holdings, Inc. | 16,764,480 | $10.1M | 11.51% | 2023-12-31 |
| 4 | Nikko Asset Management Americas, Inc. | 16,764,480 | $10.1M | 11.51% | 2023-12-31 |
| 5 | VANGUARD GROUP INC | 14,182,738 | $8.9M | 9.74% | 2024-03-31 |
| 6 | BlackRock Inc. | 11,921,493 | $7.2M | 8.18% | 2023-12-31 |
| 7 | STATE STREET CORP | 7,958,947 | $4.8M | 5.46% | 2023-12-31 |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 5,124,199 | $3.1M | 3.51% | 2023-12-31 |
| 9 | GOLDMAN SACHS GROUP INC | 1,526,928 | $2.8M | 1.04% | 2024-03-31 |
| 10 | MetLife Investment Management, LLC | 71,322 | $2.4M | 0.04% | 2024-03-31 |
| 11 | Redmile Group, LLC | 2,280,403 | $1.4M | 1.56% | 2023-12-31 |
| 12 | AH CAPITAL MANAGEMENT, L.L.C. | 2,174,631 | $1.4M | 1.49% | 2024-03-31 |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,103,253 | $1.3M | 1.44% | 2023-12-31 |
| 14 | NORTHERN TRUST CORP | 2,026,359 | $1.2M | 1.39% | 2023-12-31 |
| 15 | STATE OF MICHIGAN RETIREMENT SYSTEM | 1,959,939 | $1.2M | 1.34% | 2023-12-31 |
| 16 | BAKER BROS. ADVISORS LP | 1,764,546 | $1.1M | 1.21% | 2023-12-31 |
| 17 | Mirae Asset Global Investments Co., Ltd. | 1,652,650 | $1.0M | 1.13% | 2023-12-31 |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,582,856 | $957.9K | 1.08% | 2023-12-31 |
| 19 | JPMORGAN CHASE & CO | 1,496,659 | $938.1K | 1.02% | 2024-12-31 |
| 20 | Invesco Ltd. | 1,418,729 | $858.6K | 0.97% | 2023-12-31 |
| 21 | GROUP ONE TRADING, L.P. | 747,897 | $452.6K | 0.51% | 2023-12-31 |
| 22 | Altrafin AG | 27,831 | $425.0K | 0.01% | 2025-12-31 |
| 23 | Bank of New York Mellon Corp | 678,659 | $410.7K | 0.46% | 2023-12-31 |
| 24 | MORGAN STANLEY | 645,762 | $404.8K | 0.44% | 2024-06-30 |
| 25 | Rock Springs Capital Management LP | 585,659 | $354.4K | 0.40% | 2023-12-31 |
| 26 | HighTower Advisors, LLC | 600,354 | $339.0K | 0.41% | 2023-12-31 |
| 27 | Financial Gravity Asset Management, Inc. | 3,891 | $337.4K | 0.00% | 2023-12-31 |
| 28 | TUDOR INVESTMENT CORP ET AL | 542,704 | $328.4K | 0.37% | 2023-12-31 |
| 29 | AZZAD ASSET MANAGEMENT INC /ADV | 10,872 | $309.1K | 0.00% | 2024-03-31 |
| 30 | NEW YORK STATE COMMON RETIREMENT FUND | 165,245 | $307.4K | 0.11% | 2025-09-30 |
| 31 | BIT Capital GmbH | 115,000 | $282.9K | 0.07% | 2024-12-31 |
| 32 | D. E. Shaw & Co., Inc. | 441,555 | $267.2K | 0.30% | 2023-12-31 |
| 33 | GUGGENHEIM CAPITAL LLC | 429,735 | $262.1K | 0.29% | 2023-12-31 |
| 34 | CREDIT SUISSE AG/ | 414,135 | $250.6K | 0.28% | 2023-12-31 |
| 35 | ALLIANCEBERNSTEIN L.P. | 404,580 | $244.9K | 0.27% | 2023-12-31 |
| 36 | Fisher Asset Management, LLC | 177,031 | $239.0K | 0.12% | 2023-12-31 |
| 37 | BANK OF MONTREAL /CAN/ | 169,817 | $235.7K | 0.11% | 2024-06-30 |
| 38 | BOURNE LENT ASSET MANAGEMENT INC | 374,100 | $226.4K | 0.25% | 2023-12-31 |
| 39 | Voya Investment Management LLC | 91,234 | $224.4K | 0.06% | 2024-12-31 |
| 40 | CITADEL ADVISORS LLC | 364,300 | $220.5K | 0.25% | 2023-12-31 |
| 41 | RHUMBLINE ADVISERS | 351,605 | $212.7K | 0.24% | 2023-12-31 |
| 42 | LPL Financial LLC | 335,643 | $203.1K | 0.23% | 2023-12-31 |
| 43 | MIC Capital Management UK LLP | 316,498 | $191.5K | 0.21% | 2023-12-31 |
| 44 | BNP PARIBAS ARBITRAGE, SNC | 288,202 | $174.4K | 0.19% | 2023-12-31 |
| 45 | PATHSTONE FAMILY OFFICE, LLC | 67,875 | $165.6K | 0.04% | 2023-12-31 |
| 46 | BANK OF AMERICA CORP /DE/ | 273,482 | $165.5K | 0.18% | 2023-12-31 |
| 47 | NORGES BANK | 239,176 | $144.7K | 0.16% | 2024-09-30 |
| 48 | Nuveen Asset Management, LLC | 229,226 | $138.7K | 0.15% | 2023-12-31 |
| 49 | Jump Financial, LLC | 102,364 | $138.2K | 0.07% | 2024-09-30 |
| 50 | HARBOR CAPITAL ADVISORS, INC. | 224,642 | $136.0K | 0.15% | 2023-12-31 |
| 51 | GTS SECURITIES LLC | 218,100 | $132.0K | 0.14% | 2023-12-31 |
| 52 | MILLENNIUM MANAGEMENT LLC | 216,568 | $131.1K | 0.14% | 2023-12-31 |
| 53 | AMERICAN INTERNATIONAL GROUP, INC. | 131,162 | $79.4K | 0.09% | 2023-12-31 |
| 54 | Divergent Planning, LLC | 115,386 | $76.0K | 0.07% | 2023-12-31 |
| 55 | DEUTSCHE BANK AG\ | 124,326 | $75.8K | 0.08% | 2023-12-31 |
| 56 | JANE STREET GROUP, LLC | 122,019 | $73.8K | 0.08% | 2023-12-31 |
| 57 | ENVESTNET ASSET MANAGEMENT INC | 115,863 | $70.1K | 0.07% | 2023-12-31 |
| 58 | WOLVERINE TRADING, LLC | 113,300 | $68.6K | 0.07% | 2023-12-31 |
| 59 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 106,681 | $64.6K | 0.07% | 2023-12-31 |
| 60 | Baird Financial Group, Inc. | 106,630 | $64.5K | 0.07% | 2023-12-31 |
| 61 | GILDER GAGNON HOWE & CO LLC | 99,813 | $60.4K | 0.06% | 2023-12-31 |
| 62 | IHT Wealth Management, LLC | 95,340 | $57.7K | 0.06% | 2023-12-31 |
| 63 | STIFEL FINANCIAL CORP | 79,508 | $48.1K | 0.05% | 2023-12-31 |
| 64 | Orin Green Financial, LLC | 76,765 | $46.5K | 0.05% | 2023-12-31 |
| 65 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 74,996 | $45.4K | 0.05% | 2023-12-31 |
| 66 | Cubist Systematic Strategies, LLC | 73,957 | $44.8K | 0.05% | 2023-12-31 |
| 67 | WELLS FARGO & COMPANY/MN | 67,159 | $40.6K | 0.04% | 2023-12-31 |
| 68 | State of Wyoming | 3,650,491 | $40.2K | 2.50% | 2024-03-31 |
| 69 | Modera Wealth Management, LLC | 62,396 | $37.8K | 0.04% | 2023-12-31 |
| 70 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 57,990 | $35.1K | 0.03% | 2023-12-31 |
| 71 | ADVISOR GROUP HOLDINGS, INC. | 57,010 | $34.5K | 0.03% | 2023-12-31 |
| 72 | Cresset Asset Management, LLC | 56,784 | $34.4K | 0.03% | 2023-12-31 |
| 73 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 54,307 | $32.9K | 0.03% | 2023-12-31 |
| 74 | Cyndeo Wealth Partners, LLC | 48,865 | $29.6K | 0.03% | 2023-12-31 |
| 75 | Federation des caisses Desjardins du Quebec | 715 | $27.3K | 0.00% | 2024-06-30 |
| 76 | Engineers Gate Manager LP | 44,129 | $26.7K | 0.03% | 2023-12-31 |
| 77 | Advisory Services Network, LLC | 43,220 | $26.2K | 0.02% | 2023-12-31 |
| 78 | TD Waterhouse Canada Inc. | 46,000 | $26.0K | 0.03% | 2024-03-31 |
| 79 | AVIVA PLC | 41,423 | $25.1K | 0.02% | 2023-12-31 |
| 80 | Creative Planning | 40,520 | $24.5K | 0.02% | 2023-12-31 |
| 81 | CI Private Wealth, LLC | 39,397 | $23.8K | 0.02% | 2023-12-31 |
| 82 | LOS ANGELES CAPITAL MANAGEMENT LLC | 37,792 | $22.9K | 0.02% | 2023-12-31 |
| 83 | AXXCESS WEALTH MANAGEMENT, LLC | 37,718 | $22.8K | 0.02% | 2023-12-31 |
| 84 | Glen Eagle Advisors, LLC | 525 | $22.8K | 0.00% | 2024-06-30 |
| 85 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 37,569 | $22.7K | 0.02% | 2023-12-31 |
| 86 | CITIGROUP INC | 35,355 | $21.4K | 0.02% | 2023-12-31 |
| 87 | Royal Bank of Canada | 34,431 | $21.0K | 0.02% | 2023-12-31 |
| 88 | ProShare Advisors LLC | 34,143 | $20.7K | 0.02% | 2023-12-31 |
| 89 | PRUDENTIAL FINANCIAL INC | 31,010 | $18.8K | 0.02% | 2023-12-31 |
| 90 | Interchange Capital Partners, LLC | 30,459 | $18.4K | 0.02% | 2023-12-31 |
| 91 | Deuterium Capital Management, LLC | 30,000 | $18.2K | 0.02% | 2023-12-31 |
| 92 | VICTORY CAPITAL MANAGEMENT INC | 28,755 | $17.4K | 0.01% | 2023-12-31 |
| 93 | Legal & General Group Plc | 27,583 | $17.3K | 0.01% | 2025-03-31 |
| 94 | PRINCIPAL FINANCIAL GROUP INC | 28,431 | $17.2K | 0.01% | 2023-12-31 |
| 95 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 26,554 | $16.7K | 0.01% | 2024-03-31 |
| 96 | Crestone Asset Management LLC | 26,958 | $16.3K | 0.01% | 2023-12-31 |
| 97 | Ameritas Investment Partners, Inc. | 25,918 | $15.7K | 0.01% | 2023-12-31 |
| 98 | Cetera Advisor Networks LLC | 25,823 | $15.6K | 0.01% | 2023-12-31 |
| 99 | HSBC HOLDINGS PLC | 23,834 | $14.6K | 0.01% | 2023-12-31 |
| 100 | VERUS CAPITAL PARTNERS, LLC | 22,246 | $13.5K | 0.01% | 2023-12-31 |
| 101 | Apollon Wealth Management, LLC | 22,245 | $13.5K | 0.01% | 2023-12-31 |
| 102 | Neuberger Berman Group LLC | 21,309 | $13.4K | 0.01% | 2024-09-30 |
| 103 | Raymond James Financial Services Advisors, Inc. | 21,782 | $13.2K | 0.01% | 2023-12-31 |
| 104 | BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 960 | $13.1K | 0.00% | 2023-12-31 |
| 105 | FMR LLC | 21,208 | $12.8K | 0.01% | 2023-12-31 |
| 106 | Arete Wealth Advisors, LLC | 21,194 | $12.8K | 0.01% | 2023-12-31 |
| 107 | TWO SIGMA ADVISERS, LP | 20,900 | $12.6K | 0.01% | 2023-12-31 |
| 108 | TOWNSQUARE CAPITAL LLC | 11,087 | $12.5K | 0.00% | 2023-12-31 |
| 109 | Vanguard Personalized Indexing Management, LLC | 18,185 | $11.0K | 0.01% | 2023-12-31 |
| 110 | Eqis Capital Management, Inc. | 18,167 | $11.0K | 0.01% | 2023-12-31 |
| 111 | RAYMOND JAMES & ASSOCIATES | 18,025 | $10.9K | 0.01% | 2023-12-31 |
| 112 | Pine Valley Investments Ltd Liability Co | 17,212 | $10.4K | 0.01% | 2023-12-31 |
| 113 | MACKENZIE FINANCIAL CORP | 15,402 | $10.3K | 0.01% | 2023-12-31 |
| 114 | BRIGHTON JONES LLC | 16,831 | $10.2K | 0.01% | 2023-12-31 |
| 115 | Tower Research Capital LLC (TRC) | 15,943 | $9.6K | 0.01% | 2023-12-31 |
| 116 | COREPATH WEALTH PARTNERS LLC | 15,500 | $9.5K | 0.01% | 2023-12-31 |
| 117 | NOMURA ASSET MANAGEMENT CO LTD | 7,000 | $9.4K | 0.00% | 2024-12-31 |
| 118 | Mariner, LLC | 15,463 | $9.4K | 0.01% | 2023-12-31 |
| 119 | XPONANCE, INC. | 15,323 | $9.3K | 0.01% | 2023-12-31 |
| 120 | Carmichael Hill & Associates, Inc. | 1,000 | $9.1K | 0.00% | 2023-12-31 |
| 121 | UBS Group AG | 14,850 | $9.0K | 0.01% | 2023-12-31 |
| 122 | SANDERS MORRIS HARRIS LLC | 12,560 | $8.7K | 0.00% | 2023-12-31 |
| 123 | Mount Yale Investment Advisors, LLC | 14,264 | $8.6K | 0.00% | 2023-12-31 |
| 124 | Snowden Capital Advisors LLC | 14,100 | $8.5K | 0.00% | 2023-12-31 |
| 125 | SCOTIA CAPITAL INC. | 13,828 | $8.4K | 0.00% | 2023-12-31 |
| 126 | Metropolitan Life Insurance Co/NY | 13,324 | $8.1K | 0.00% | 2023-12-31 |
| 127 | OPPENHEIMER & CO INC | 12,400 | $7.5K | 0.00% | 2023-12-31 |
| 128 | Cetera Investment Advisers | 12,371 | $7.5K | 0.00% | 2023-12-31 |
| 129 | TWO SIGMA SECURITIES, LLC | 12,290 | $7.4K | 0.00% | 2023-12-31 |
| 130 | CAPTRUST FINANCIAL ADVISORS | 12,006 | $7.3K | 0.00% | 2023-12-31 |
| 131 | Private Advisor Group, LLC | 11,422 | $6.9K | 0.00% | 2023-12-31 |
| 132 | Cetera Advisors LLC | 11,377 | $6.9K | 0.00% | 2023-12-31 |
| 133 | Concurrent Investment Advisors, LLC | 10,893 | $6.8K | 0.00% | 2024-03-31 |
| 134 | Meridian Wealth Management, LLC | 11,150 | $6.7K | 0.00% | 2023-12-31 |
| 135 | Gotham Asset Management, LLC | 10,992 | $6.7K | 0.00% | 2023-12-31 |
| 136 | FAIRFIELD, BUSH & CO. | 10,980 | $6.6K | 0.00% | 2023-12-31 |
| 137 | Strategic Wealth Partners, Ltd. | 10,000 | $6.3K | 0.00% | 2024-03-31 |
| 138 | GUERRA PAN ADVISORS, LLC | 10,335 | $6.3K | 0.00% | 2023-12-31 |
| 139 | Quantum Private Wealth, LLC | 10,016 | $6.1K | 0.00% | 2023-12-31 |
| 140 | Credit Agricole S A | 10,000 | $6.1K | 0.00% | 2023-12-31 |
| 141 | Green Alpha Advisors, LLC | 450,148 | $5.0K | 0.30% | 2024-03-31 |
| 142 | Zurcher Kantonalbank (Zurich Cantonalbank) | 6,288 | $3.8K | 0.00% | 2023-12-31 |
| 143 | First Horizon Advisors, Inc. | 6,216 | $3.8K | 0.00% | 2023-12-31 |
| 144 | COMERICA BANK | 5,651 | $3.4K | 0.00% | 2023-12-31 |
| 145 | GPS Wealth Strategies Group, LLC | 5,419 | $3.3K | 0.00% | 2023-12-31 |
| 146 | SIGNATUREFD, LLC | 4,241 | $2.6K | 0.00% | 2023-12-31 |
| 147 | Longitude (Cayman) Ltd. | 215,000 | $2.4K | 0.14% | 2024-03-31 |
| 148 | US BANCORP \DE\ | 3,661 | $2.2K | 0.00% | 2023-12-31 |
| 149 | HM PAYSON & CO | 3,240 | $2.0K | 0.00% | 2023-12-31 |
| 150 | Global Financial Private Client, LLC | 43 | $1.7K | 0.00% | 2024-03-31 |
| 151 | NewEdge Advisors, LLC | 1,575 | $953 | 0.00% | 2023-12-31 |
| 152 | XTX Topco Ltd | 85,861 | $944 | 0.05% | 2024-03-31 |
| 153 | CarsonAllaria Wealth Management, Ltd. | 1,364 | $825 | 0.00% | 2023-12-31 |
| 154 | Antonetti Capital Management LLC | 1,325 | $802 | 0.00% | 2023-12-31 |
| 155 | Venturi Wealth Management, LLC | 1,300 | $787 | 0.00% | 2023-12-31 |
| 156 | PNC Financial Services Group, Inc. | 1,137 | $713 | 0.00% | 2024-03-31 |
| 157 | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 70,040 | $630 | 0.04% | 2024-06-30 |
| 158 | FIRST MANHATTAN CO | 1,000 | $605 | 0.00% | 2023-12-31 |
| 159 | AdvisorNet Financial, Inc | 50,000 | $550 | 0.03% | 2024-03-31 |
| 160 | Larson Financial Group LLC | 886 | $536 | 0.00% | 2023-12-31 |
| 161 | Westside Investment Management, Inc. | 800 | $484 | 0.00% | 2023-12-31 |
| 162 | CANTOR FITZGERALD, L. P. | 30,000 | $480 | 0.02% | 2024-03-31 |
| 163 | CIBC WORLD MARKET INC. | 766,186 | $464 | 0.52% | 2023-12-31 |
| 164 | Orion Capital Management LLC | 750 | $454 | 0.00% | 2023-12-31 |
| 165 | Grove Bank & Trust | 706 | $427 | 0.00% | 2023-12-31 |
| 166 | SALEM INVESTMENT COUNSELORS INC | 700 | $424 | 0.00% | 2023-12-31 |
| 167 | BROWN BROTHERS HARRIMAN & CO | 695 | $421 | 0.00% | 2023-12-31 |
| 168 | Householder Group Estate & Retirement Specialist, LLC | 587 | $355 | 0.00% | 2023-12-31 |
| 169 | STRS OHIO | 569,800 | $344 | 0.39% | 2023-12-31 |
| 170 | NATIONAL BANK OF CANADA /FI/ | 395 | $270 | 0.00% | 2023-12-31 |
| 171 | Redwood Wealth Management Group, LLC | 28,205 | $254 | 0.01% | 2024-06-30 |
| 172 | Strategic Blueprint, LLC | 28,016 | $252 | 0.01% | 2024-06-30 |
| 173 | PRINCIPAL SECURITIES, INC. | 398 | $249 | 0.00% | 2024-03-31 |
| 174 | Glass Jacobson Investment Advisors llc | 400 | $243 | 0.00% | 2023-12-31 |
| 175 | TRUST CO OF VERMONT | 400 | $242 | 0.00% | 2023-12-31 |
| 176 | TOTH FINANCIAL ADVISORY CORP | 385 | $233 | 0.00% | 2023-12-31 |
| 177 | PayPay Securities Corp | 17,314 | $190 | 0.01% | 2024-03-31 |
| 178 | ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 300 | $188 | 0.00% | 2024-03-31 |
| 179 | ADIRONDACK TRUST CO | 125 | $125 | 0.00% | 2024-06-30 |
| 180 | HARBOUR INVESTMENTS, INC. | 200 | $121 | 0.00% | 2023-12-31 |
| 181 | MASSMUTUAL TRUST CO FSB/ADV | 193 | $117 | 0.00% | 2023-12-31 |
| 182 | Gradient Investments LLC | 175 | $106 | 0.00% | 2023-12-31 |
| 183 | CHESAPEAKE ASSET MANAGEMENT LLC | 75 | $101 | 0.00% | 2025-12-31 |
| 184 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 150 | $91 | 0.00% | 2023-12-31 |
| 185 | Lindbrook Capital, LLC | 10,000 | $90 | 0.00% | 2024-06-30 |
| 186 | HAP Trading, LLC | 18,400 | $85 | 0.01% | 2023-12-31 |
| 187 | Concord Wealth Partners | 137 | $83 | 0.00% | 2024-03-31 |
| 188 | West Branch Capital LLC | 121 | $74 | 0.00% | 2023-12-31 |
| 189 | PRICE T ROWE ASSOCIATES INC /MD/ | 119,323 | $73 | 0.08% | 2023-12-31 |
| 190 | Delos Wealth Advisors, LLC | 75 | $70 | 0.00% | 2023-12-31 |
| 191 | Tradewinds Capital Management, LLC | 100 | $61 | 0.00% | 2023-12-31 |
| 192 | CAMBRIDGE TRUST CO | 5,405 | $59 | 0.00% | 2024-03-31 |
| 193 | Operose Advisors LLC | 4,000 | $44 | 0.00% | 2024-03-31 |
| 194 | Parallel Advisors, LLC | 4,168 | $38 | 0.00% | 2024-06-30 |
| 195 | Steward Partners Investment Advisory, LLC | 2,015 | $22 | 0.00% | 2024-03-31 |
| 196 | VIMA LLC | 10 | $6 | 0.00% | 2024-03-31 |
| 197 | Register Financial Advisors LLC | 200 | $2 | 0.00% | 2024-03-31 |
| 198 | Kozak & Associates, Inc. | 5,483 | $2 | 0.00% | 2024-06-30 |
| 199 | CreativeOne Wealth, LLC | 58,064 | $1 | 0.03% | 2024-03-31 |
| 200 | C M BIDWELL & ASSOCIATES LTD | 112 | $1 | 0.00% | 2024-06-30 |
| 201 | EverSource Wealth Advisors, LLC | 1,357 | $1 | 0.00% | 2024-06-30 |
| 202 | Gen-Wealth Partners Inc | 66 | $1 | 0.00% | 2024-06-30 |
| 203 | Sunbelt Securities, Inc. | 109 | $1 | 0.00% | 2024-06-30 |
| 204 | CWM, LLC | 21,851 | $0 | 0.01% | 2024-03-31 |
| 205 | JTC Employer Solutions Trustee Ltd | 2,000 | $0 | 0.00% | 2024-03-31 |
| 206 | HighPoint Advisor Group LLC | 15,426 | $0 | 0.01% | 2024-03-31 |
| 207 | MERCER GLOBAL ADVISORS INC /ADV | 16,215 | $0 | 0.01% | 2024-03-31 |
| 208 | BARCLAYS PLC | 58 | $0 | 0.00% | 2024-03-31 |
| 209 | Rise Advisors, LLC | 25 | $0 | 0.00% | 2024-06-30 |
| 210 | WEST PACES ADVISORS INC. | 15 | $0 | 0.00% | 2024-06-30 |
| 211 | Evolution Wealth Advisors, LLC | 36,000 | $0 | 0.02% | 2024-06-30 |
| 212 | IFP Advisors, Inc | 24 | $0 | 0.00% | 2024-06-30 |
| 213 | Farther Finance Advisors, LLC | 780 | $0 | 0.00% | 2024-06-30 |
| 214 | Main Street Group, LTD | 100 | $0 | 0.00% | 2024-06-30 |
| 215 | CREATIVE FINANCIAL DESIGNS INC /ADV | 50 | $0 | 0.00% | 2024-06-30 |
| 216 | Alphabet Inc. | 235,606 | $0 | 0.16% | 2024-12-31 |