13F QoQ Ownership Changes
AG Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 94 new · 90 added · 137 reduced · 44 exited
New Positions(94)
Added To(90)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 15,041,912 | +12,081,688 | $250.8M | +$214.5M | 408.1% |
| Tidal Investments LLC | 24,427,279 | +3,412,420 | $407.0M | +$148.7M | 16.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17,214,367 | +4,150,386 | $286.8M | +$126.2M | 31.8% |
| VANGUARD GROUP INC | 18,995,222 | +945,067 | $316.9M | +$95.3M | 5.2% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 19,182,180 | +249,812 | $320.5M | +$87.9M | 1.3% |
| ALPS ADVISORS INC | 9,621,720 | +2,418,513 | $160.3M | +$71.8M | 33.6% |
| Lingotto Investment Management LLP | 10,046,918 | +24,228 | $167.4M | +$44.2M | 0.2% |
| MORGAN STANLEY | 3,809,109 | +1,474,412 | $63.5M | +$34.8M | 63.1% |
| MACKENZIE FINANCIAL CORP | 2,869,121 | +1,154,430 | $48.5M | +$27.4M | 67.3% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 4,918,000 | +437,000 | $81.9M | +$26.9M | 9.8% |
| Man Group plc | 1,750,500 | +886,616 | $29.2M | +$18.5M | 102.6% |
| DIMENSIONAL FUND ADVISORS LP | 3,028,487 | +299,077 | $50.5M | +$16.9M | 10.9% |
| IMC-Chicago, LLC | 1,439,550 | +805,119 | $24.0M | +$16.2M | 126.9% |
| Invesco Ltd. | 1,552,733 | +511,230 | $25.9M | +$13.1M | 49.1% |
| TWO SIGMA INVESTMENTS, LP | 1,616,331 | +309,377 | $26.9M | +$10.9M | 23.7% |
| SIG North Trading, ULC | 1,180,059 | +378,020 | $19.7M | +$9.8M | 47.1% |
| CANADA PENSION PLAN INVESTMENT BOARD | 718,200 | +202,000 | $12.0M | +$5.6M | 39.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,117,045 | +54,123 | $18.7M | +$5.6M | 5.1% |
| D. E. Shaw & Co., Inc. | 899,783 | +28,495 | $15.0M | +$4.3M | 3.3% |
| Swiss National Bank | 870,880 | +18,100 | $14.6M | +$4.1M | 2.1% |
| Federation des caisses Desjardins du Quebec | 553,001 | +97,608 | $9.2M | +$3.6M | 21.4% |
| Walleye Capital LLC | 521,502 | +89,502 | $8.7M | +$3.4M | 20.7% |
| NewEdge Advisors, LLC | 296,536 | +145,235 | $4.9M | +$3.1M | 96.0% |
| Realta Investment Advisors | 599,809 | +24,113 | $10.0M | +$2.9M | 4.2% |
| TORONTO DOMINION BANK | 245,918 | +142,330 | $4.1M | +$2.8M | 137.4% |
| Russell Investments Group, Ltd. | 207,365 | +155,638 | $3.5M | +$2.8M | 300.9% |
| RAYMOND JAMES FINANCIAL INC | 452,621 | +33,861 | $7.5M | +$2.4M | 8.1% |
| WELLS FARGO & COMPANY/MN | 244,372 | +101,426 | $4.1M | +$2.3M | 71.0% |
| HOHIMER WEALTH MANAGEMENT, LLC | 339,245 | +84,452 | $5.3M | +$2.2M | 33.1% |
| PKO Investment Management Joint-Stock Co | 238,500 | +80,000 | $4.0M | +$2.0M | 50.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 299,956 | +45,880 | $5.1M | +$2.0M | 18.1% |
| STIFEL FINANCIAL CORP | 116,911 | +101,980 | $1.9M | +$1.8M | 683.0% |
| Twin Tree Management, LP | 148,726 | +64,569 | $2.5M | +$1.4M | 76.7% |
| CAPTRUST FINANCIAL ADVISORS | 108,752 | +77,078 | $1.8M | +$1.4M | 243.3% |
| Foundations Investment Advisors, LLC | 105,943 | +73,443 | $1.8M | +$1.4M | 226.0% |
| ABBINGTON INVESTMENT GROUP | 207,098 | +35,458 | $3.5M | +$1.3M | 20.6% |
| Erste Asset Management GmbH | 83,459 | +53,146 | $1.4M | +$1.0M | 175.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | 57,593 | +10,931 | $959.5K | +$958.9K | 23.4% |
| Geneos Wealth Management Inc. | 191,102 | +5,425 | $3.2M | +$901.8K | 2.9% |
| B. Riley Wealth Advisors, Inc. | 90,849 | +34,003 | $1.5M | +$814.9K | 59.8% |
| RFG Advisory, LLC | 121,026 | +22,825 | $2.0M | +$809.4K | 23.2% |
| Rathbones Group PLC | 111,460 | +25,170 | $1.9M | +$799.5K | 29.2% |
| Rockefeller Capital Management L.P. | 141,161 | +13,255 | $2.4M | +$779.8K | 10.4% |
| LINCOLN CAPITAL CORP | 70,150 | +35,850 | $1.2M | +$747.2K | 104.5% |
| Investment Management Corp of Ontario | 56,447 | +39,333 | $940.4K | +$730.1K | 229.8% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 150,422 | +2,944 | $2.5M | +$701.6K | 2.0% |
| OSAIC HOLDINGS, INC. | 60,615 | +22,180 | $1.0M | +$616.1K | 57.7% |
| &PARTNERS | 114,181 | +1,028 | $1.9M | +$511.6K | 0.9% |
| Mariner, LLC | 68,389 | +16,801 | $1.1M | +$505.4K | 32.6% |
| Jain Global LLC | 42,590 | +24,223 | $710.4K | +$484.7K | 131.9% |
| Generali Investments CEE, investicni spolecnost, a.s. | 27,233 | +23,956 | $453.7K | +$413.4K | 731.0% |
| Pictet Asset Management Holding SA | 80,071 | +4,109 | $1.3M | +$404.7K | 5.4% |
| Banque Cantonale Vaudoise | 21,936 | +12,568 | $365.0K | +$364.9K | 134.2% |
| Empowered Funds, LLC | 33,236 | +17,528 | $553.7K | +$360.7K | 111.6% |
| Beacon Pointe Advisors, LLC | 29,269 | +18,869 | $487.6K | +$359.8K | 181.4% |
| CHOREO, LLC | 72,628 | +1,216 | $1.2M | +$351.9K | 1.7% |
| Mountain Capital Investment Advisors Inc. | 23,061 | +3,890 | $586.7K | +$351.6K | 20.3% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 25,322 | +17,552 | $421.9K | +$326.4K | 225.9% |
| CIBC WORLD MARKET INC. | 62,283 | +3,267 | $1.0M | +$314.9K | 5.5% |
| NFP Retirement, Inc. | 32,450 | +450 | $540.6K | +$276.0K | 1.4% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 32,436 | +9,365 | $540.4K | +$256.9K | 40.6% |
| Vontobel Holding Ltd. | 47,002 | +2,900 | $783.1K | +$241.0K | 6.6% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 44,964 | +3,429 | $749.1K | +$238.6K | 8.3% |
| Kestra Advisory Services, LLC | 47,193 | +2,495 | $786.2K | +$236.9K | 5.6% |
| J.W. COLE ADVISORS, INC. | 180,366 | +133,189 | $814.1K | +$234.3K | 282.3% |
| SBI Securities Co., Ltd. | 15,789 | +11,373 | $263.0K | +$208.8K | 257.5% |
| JONES FINANCIAL COMPANIES LLLP | 16,568 | +10,282 | $276.0K | +$199.7K | 163.6% |
| Moors & Cabot, Inc. | 35,680 | +385 | $594.4K | +$160.7K | 1.1% |
| SIGNATUREFD, LLC | 26,069 | +3,794 | $434.3K | +$160.6K | 17.0% |
| FRANKLIN RESOURCES INC | 26,706 | +1,247 | $445.5K | +$133.0K | 4.9% |
| Orion Porfolio Solutions, LLC | 24,999 | +718 | $416.5K | +$118.1K | 3.0% |
| HARBOUR INVESTMENTS, INC. | 24,656 | +697 | $410.8K | +$116.3K | 2.9% |
| TWO SIGMA SECURITIES, LLC | 15,077 | +3,661 | $251.2K | +$110.9K | 32.1% |
| Vanguard Personalized Indexing Management, LLC | 17,728 | +2,014 | $295.3K | +$102.2K | 12.8% |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 10,940 | +35 | $240.6K | +$101.5K | 0.3% |
| MGO ONE SEVEN LLC | 18,925 | +101 | $315.3K | +$83.9K | 0.5% |
| HOLLENCREST CAPITAL MANAGEMENT | 14,530 | +1,430 | $242.1K | +$81.1K | 10.9% |
| Miracle Mile Advisors, LLC | 15,100 | +100 | $251.6K | +$67.2K | 0.7% |
| Quarry LP | 7,361 | +2,706 | $122.6K | +$65.4K | 58.1% |
| IHT Wealth Management, LLC | 12,494 | +371 | $208.1K | +$59.2K | 3.1% |
| OPPENHEIMER & CO INC | 12,831 | +176 | $213.8K | +$58.2K | 1.4% |
| Farther Finance Advisors, LLC | 3,667 | +3,367 | $61.1K | +$57.4K | 1122.3% |
| AdvisorNet Financial, Inc | 6,074 | +2,176 | $101.2K | +$53.3K | 55.8% |
| Bogart Wealth, LLC | 3,500 | +1,200 | $58.3K | +$30.0K | 52.2% |
| US BANCORP \DE\ | 3,585 | +1,024 | $59.7K | +$28.3K | 40.0% |
| EverSource Wealth Advisors, LLC | 1,341 | +42 | $22.3K | +$6.4K | 3.2% |
| Stone House Investment Management, LLC | 333 | +233 | $5.5K | +$4.3K | 233.0% |
| SG Americas Securities, LLC | 131,267 | +101,615 | $2.2K | +$1.8K | 342.7% |
| Euro Pacific Asset Management, LLC | 38,660 | +3,305 | $379 | +$59 | 9.3% |
| CWM, LLC | 3,818 | +324 | $64 | +$21 | 9.3% |
Reduced(137)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | 10,441,061 | -7,542,482 | $173.9M | -$47.1M | -41.9% |
| JUPITER ASSET MANAGEMENT LTD | 9,393,080 | -305,594 | $156.5M | +$37.3M | -3.1% |
| FIL Ltd | 3,550,000 | -3,015,000 | $59.1M | -$21.5M | -45.9% |
| Royal Bank of Canada | 452,311 | -3,155,650 | $7.5M | -$21.3M | -87.5% |
| BANK OF MONTREAL /CAN/ | 3,722,799 | -120,632 | $62.1M | +$14.9M | -3.1% |
| SPROTT INC. | 619,628 | -1,417,051 | $10.3M | -$14.6M | -69.6% |
| BARCLAYS PLC | 312,049 | -1,071,354 | $2.6M | -$14.4M | -77.4% |
| FMR LLC | 237,161 | -880,181 | $4.0M | -$9.8M | -78.8% |
| NATIONAL BANK OF CANADA /FI/ | 427,076 | -941,853 | $7.1M | -$9.7M | -68.8% |
| TD Asset Management Inc | 1,972,672 | -35,726 | $33.0M | +$8.3M | -1.8% |
| WOLVERINE ASSET MANAGEMENT LLC | 3,000,077 | -1,639,351 | $50.0M | -$7.0M | -35.3% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1,017,370 | -878,885 | $16.9M | -$6.6M | -46.3% |
| MILLENNIUM MANAGEMENT LLC | 403,288 | -676,250 | $6.7M | -$6.5M | -62.6% |
| CITIGROUP INC | 17,474 | -501,772 | $291.9K | -$6.1M | -96.6% |
| JANE STREET GROUP, LLC | 5,049,240 | -1,359,237 | $84.1M | +$5.6M | -21.2% |
| GOLDMAN SACHS GROUP INC | 1,289,563 | -911,713 | $21.5M | -$5.6M | -41.4% |
| Hillsdale Investment Management Inc. | 1,639,690 | -1,031,615 | $27.4M | -$5.4M | -38.6% |
| BANK OF AMERICA CORP /DE/ | 3,163,816 | -1,535,837 | $52.7M | -$5.0M | -32.7% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 68 | -390,931 | $1.1K | -$4.8M | -100.0% |
| BNP PARIBAS FINANCIAL MARKETS | 37,883 | -398,389 | $631.1K | -$4.7M | -91.3% |
| Legal & General Group Plc | 431,594 | -458,814 | $7.2M | -$3.7M | -51.5% |
| AMERICAN CENTURY COMPANIES INC | 233,632 | -386,497 | $3.9M | -$3.7M | -62.3% |
| GROUP ONE TRADING LLC | 1,452,576 | -218,553 | $24.2M | +$3.7M | -13.1% |
| Walleye Trading LLC | 2,477,502 | -599,329 | $41.3M | +$3.5M | -19.5% |
| CAPITAL FUND MANAGEMENT S.A. | 236,200 | -325,900 | $3.9M | -$3.0M | -58.0% |
| PEAK6 LLC | 1,498,070 | -373,136 | $25.0M | +$2.0M | -19.9% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 420,498 | -571 | $7.0M | +$1.9M | -0.1% |
| LPL Financial LLC | 642,322 | -78,990 | $10.7M | +$1.8M | -10.9% |
| CIBC Asset Management Inc | 426,933 | -10,675 | $7.1M | +$1.8M | -2.4% |
| Parallax Volatility Advisers, L.P. | 417,709 | -15,791 | $7.0M | +$1.6M | -3.6% |
| Nuveen, LLC | 1,251,442 | -327,597 | $20.9M | +$1.5M | -20.7% |
| Verition Fund Management LLC | 257,069 | -207,538 | $4.3M | -$1.4M | -44.7% |
| Amundi | 980,059 | -396,091 | $16.3M | -$1.3M | -28.8% |
| ExodusPoint Capital Management, LP | 271,249 | -197,551 | $4.5M | -$1.2M | -42.1% |
| UBS Group AG | 1,365,651 | -386,686 | $22.8M | +$1.2M | -22.1% |
| Squarepoint Ops LLC | 276,952 | -191,998 | $4.6M | -$1.1M | -40.9% |
| Trexquant Investment LP | 611,874 | -291,049 | $10.2M | -$903.1K | -32.2% |
| XTX Topco Ltd | 14,409 | -70,023 | $240.1K | -$797.6K | -82.9% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 244,587 | -23,052 | $4.1M | +$795.0K | -8.6% |
| BlackRock, Inc. | 212,781 | -12,130 | $3.5M | +$780.8K | -5.4% |
| Engineers Gate Manager LP | 90,213 | -87,627 | $1.5M | -$682.7K | -49.3% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,135,376 | -351,981 | $18.9M | +$669.6K | -23.7% |
| Caprock Group, LLC | 85,000 | 0 | $1.4M | +$638.8K | 0.0% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 125,102 | -5,274 | $2.1M | +$492.1K | -4.0% |
| AlTi Global, Inc. | 106,955 | 0 | $1.8M | +$490.9K | 0.0% |
| Cetera Investment Advisers | 358,691 | -97,063 | $6.0M | +$411.0K | -21.3% |
| TUDOR INVESTMENT CORP ET AL | 156,896 | -87,844 | $2.6M | -$394.0K | -35.9% |
| Northwest & Ethical Investments L.P. | 106,415 | -9,430 | $1.8M | +$352.8K | -8.1% |
| Marotta Asset Management | 76,500 | 0 | $1.3M | +$336.6K | 0.0% |
| Private Advisor Group, LLC | 109,269 | -12,820 | $1.8M | +$320.0K | -10.5% |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 84,600 | -9,000 | $1.4M | +$281.9K | -9.6% |
| Caption Management, LLC | 75,500 | -49,500 | $1.3M | -$278.4K | -39.6% |
| OXFORD ASSET MANAGEMENT LLP | 16,697 | -28,548 | $278.2K | -$277.9K | -63.1% |
| ALLIANCEBERNSTEIN L.P. | 57,699 | 0 | $961.3K | +$252.1K | 0.0% |
| Pathstone Holdings, LLC | 12,282 | -24,007 | $204.6K | -$241.4K | -66.2% |
| PCJ Investment Counsel Ltd. | 256,360 | -107,420 | $4.3M | -$188.9K | -29.5% |
| SILVER OAK SECURITIES, INCORPORATED | 38,875 | 0 | $658.2K | +$180.4K | 0.0% |
| Fiscal Wisdom Wealth Management, LLC | 50,449 | -30,051 | $840.5K | -$178.7K | -37.3% |
| Capital Management Associates, Inc | 40,255 | 0 | $670.6K | +$175.9K | 0.0% |
| JPMORGAN CHASE & CO | 52,621 | -5,714 | $876.7K | +$159.7K | -9.8% |
| SIMPLEX TRADING, LLC | 9,307 | -423,731 | $155.1K | +$149.7K | -97.8% |
| Oxbow Advisors, LLC | 40,472 | -2,248 | $674.3K | +$149.2K | -5.3% |
| Numerai GP LLC | 58,158 | -8,618 | $968.9K | +$148.2K | -12.9% |
| VAN ECK ASSOCIATES CORP | 40,140,689 | -3,085,118 | $668.8K | +$137.5K | -7.1% |
| Marex Group plc | 14,598 | -16,084 | $243.2K | -$134.8K | -52.4% |
| GUGGENHEIM CAPITAL LLC | 351,499 | -114,369 | $5.9M | +$130.5K | -24.5% |
| Entruity Wealth, LLC | 25,713 | 0 | $428.4K | +$112.4K | 0.0% |
| Five Pine Wealth Management | 26,078 | -700 | $434.5K | +$105.4K | -2.6% |
| Connor, Clark & Lunn Investment Management Ltd. | 698,840 | -259,360 | $11.7M | -$104.2K | -27.1% |
| Veracity Capital LLC | 23,364 | -127 | $389.3K | +$100.5K | -0.5% |
| DEUTSCHE BANK AG\ | 39,279 | -5,863 | $654.4K | +$99.6K | -13.0% |
| Cardinal Point Capital Management ULC | 22,400 | 0 | $374.3K | +$99.3K | 0.0% |
| PROFUND ADVISORS LLC | 47,317 | -9,337 | $788.3K | +$92.0K | -16.5% |
| Sharp Financial Services, LLC | 18,990 | 0 | $316.4K | +$83.0K | 0.0% |
| Creative Planning | 25,833 | -2,597 | $430.4K | +$81.0K | -9.1% |
| Cresset Asset Management, LLC | 17,900 | 0 | $298.2K | +$78.2K | 0.0% |
| HighTower Advisors, LLC | 33,392 | -5,755 | $556.3K | +$75.2K | -14.7% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 16,815 | -11,959 | $280.1K | -$73.5K | -41.6% |
| Wilmington Savings Fund Society, FSB | 15,000 | 0 | $249.9K | +$65.5K | 0.0% |
| Olympiad Research LP | 16,815 | -11,159 | $280.1K | -$63.7K | -39.9% |
| PharVision Advisers, LLC | 18,004 | -11,498 | $299.9K | -$62.6K | -39.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 115 | -4,925 | $1.9K | -$60.0K | -97.7% |
| TD Waterhouse Canada Inc. | 23,313 | -3,393 | $387.7K | +$59.9K | -12.7% |
| CoreCap Advisors, LLC | 15,960 | -10,513 | $265.9K | -$59.5K | -39.7% |
| Sigma Planning Corp | 14,735 | -524 | $245.5K | +$57.9K | -3.4% |
| Clearstead Advisors, LLC | 1,000 | -5,000 | $16.7K | -$57.1K | -83.3% |
| CWA Asset Management Group, LLC | 17,185 | -1,715 | $286.3K | +$54.0K | -9.1% |
| Cherry Creek Investment Advisors, Inc. | 11,578 | 0 | $192.9K | +$50.6K | 0.0% |
| Sawyer & Company, Inc | 2,725 | 0 | $45.4K | +$45.4K | 0.0% |
| MAI Capital Management | 10,000 | 0 | $166.6K | +$43.7K | 0.0% |
| PARAGON CAPITAL MANAGEMENT INC | 10,000 | 0 | $166.6K | +$43.7K | 0.0% |
| Evelyn Partners Investment Management (Europe) Ltd | 4,700 | 0 | $78.4K | +$39.5K | 0.0% |
| Baader Bank Aktiengesellschaft | 15,014 | -10,198 | $154.3K | -$37.1K | -40.4% |
| AMERICAN NATIONAL BANK & TRUST | 7,970 | 0 | $132.8K | +$34.8K | 0.0% |
| GTS SECURITIES LLC | 25,268 | -10,902 | $421.0K | -$23.6K | -30.1% |
| Sound Income Strategies, LLC | 844 | -2,156 | $18.1K | -$23.1K | -71.9% |
| DANSKE BANK A/S | 5,002 | 0 | $58.8K | +$22.0K | 0.0% |
| AlphaQuest LLC | 4,352 | 0 | $72.5K | +$19.0K | 0.0% |
| CHILTON CAPITAL MANAGEMENT LLC | 2,850 | 0 | $47.5K | +$12.5K | 0.0% |
| RHUMBLINE ADVISERS | 5,756 | -1,107 | $95.9K | +$11.5K | -16.1% |
| Wealth Preservation Advisors, LLC | 2,576 | 0 | $42.9K | +$11.3K | 0.0% |
| DELTA ASSET MANAGEMENT LLC/TN | 2,400 | 0 | $40.0K | +$10.5K | 0.0% |
| Blue Trust, Inc. | 2,106 | 0 | $35.1K | +$9.2K | 0.0% |
| Strategic Advocates LLC | 1,857 | 0 | $31.4K | +$8.6K | 0.0% |
| RMG Wealth Management LLC | 725 | 0 | $16.8K | +$7.8K | 0.0% |
| Raiffeisen Bank International AG | 3,500 | 0 | $49.8K | +$6.8K | 0.0% |
| Beaird Harris Wealth Management, LLC | 1,327 | 0 | $22.1K | +$5.8K | 0.0% |
| HRT FINANCIAL LP | 61,528 | -450,794 | $1.0K | -$5.3K | -88.0% |
| Parallel Advisors, LLC | 1,540 | -124 | $25.7K | +$5.2K | -7.5% |
| QUADRANT CAPITAL GROUP LLC | 275 | -514 | $4.6K | -$5.1K | -65.1% |
| HM PAYSON & CO | 1,000 | 0 | $16.7K | +$4.4K | 0.0% |
| MML INVESTORS SERVICES, LLC | 10,320 | -3,320 | $171.9K | +$4.3K | -24.3% |
| CIBC Private Wealth Group LLC | 897 | 0 | $14.9K | +$3.9K | 0.0% |
| IAG Wealth Partners, LLC | 765 | 0 | $12.7K | +$3.3K | 0.0% |
| Global Retirement Partners, LLC | 4,249 | -1,779 | $70.8K | -$3.3K | -29.5% |
| Tradewinds Capital Management, LLC | 740 | 0 | $12.3K | +$3.2K | 0.0% |
| Sunbelt Securities, Inc. | 710 | 0 | $11.8K | +$3.1K | 0.0% |
| Tower Research Capital LLC (TRC) | 4,566 | -1,816 | $76.1K | -$2.4K | -28.4% |
| Legacy Wealth Managment, LLC/ID | 400 | 0 | $6.7K | +$1.7K | 0.0% |
| Pacifica Partners Inc. | 340 | 0 | $5.4K | +$1.3K | 0.0% |
| Cypress Wealth Services, LLC | 14,832 | -5,376 | $247.1K | -$1.3K | -26.6% |
| Rossby Financial, LCC | 260 | 0 | $4.3K | +$1.1K | 0.0% |
| Caitlin John, LLC | 500 | -100 | $8.3K | +$956 | -16.7% |
| Steward Partners Investment Advisory, LLC | 200 | 0 | $3.3K | +$875 | 0.0% |
| McIlrath & Eck, LLC | 200 | 0 | $3.3K | +$874 | 0.0% |
| Arax Advisory Partners | 1,900 | -628 | $31.7K | +$585 | -24.8% |
| SWAN Capital LLC | 150 | -100 | $2.5K | -$574 | -40.0% |
| FIRST COMMUNITY TRUST NA | 128 | 0 | $2.1K | +$559 | 0.0% |
| ASSETMARK, INC | 119 | 0 | $2.0K | +$521 | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 106,948 | -75,880 | $1.8K | -$465 | -41.5% |
| Greenwich Wealth Management LLC | 100,000 | 0 | $1.7K | +$437 | 0.0% |
| City State Bank | 100 | 0 | $1.7K | +$437 | 0.0% |
| FINANCIAL CONSULATE, INC | 50 | 0 | $833 | +$218 | 0.0% |
| CANADA LIFE ASSURANCE Co | 155,515 | -41,526 | $2.6K | +$156 | -21.1% |
| HUNTINGTON NATIONAL BANK | 1 | 0 | $17 | +$5 | 0.0% |
| TSFG, LLC | 925 | 0 | $15 | +$4 | 0.0% |
| CANTOR FITZGERALD, L. P. | 25,873 | 0 | $318.0K | $0 | 0.0% |