13F QoQ Ownership Changes
AIOT Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 38 new · 69 added · 87 reduced · 21 exited
New Positions(38)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| ONTARIO TEACHERS PENSION PLAN BOARD | 4,285,714 | +4,285,714 | $28.5M | +$28.5M | — |
| Stoic Point Capital Management LLC | 689,962 | +689,962 | $3.7M | +$3.7M | — |
| SEI INVESTMENTS CO | 562,734 | +562,734 | $3.0M | +$3.0M | — |
| Sentinus, LLC | 223,550 | +223,550 | $1.2M | +$1.2M | — |
| Potomac Capital Management, Inc. | 206,000 | +206,000 | $1.1M | +$1.1M | — |
| CREDIT AGRICOLE S A | 166,544 | +166,544 | $886.0K | +$886.0K | — |
| ExodusPoint Capital Management, LP | 128,154 | +128,154 | $681.8K | +$681.8K | — |
| Quantbot Technologies LP | 111,932 | +111,932 | $595.5K | +$595.5K | — |
| FOCUSED ALPHA, LLC | 108,030 | +108,030 | $574.7K | +$574.7K | — |
| Engineers Gate Manager LP | 59,428 | +59,428 | $316.2K | +$316.2K | — |
| Argos Wealth Advisors, LLC | 52,491 | +52,491 | $279.3K | +$279.3K | — |
| Quantinno Capital Management LP | 39,683 | +39,683 | $211.1K | +$211.1K | — |
| Dynamic Technology Lab Private Ltd | 37,413 | +37,413 | $199.0K | +$199.0K | — |
| 9823 Capital, L.P. | 34,036 | +34,036 | $181.1K | +$181.1K | — |
| Clear Harbor Asset Management, LLC | 28,070 | +28,070 | $149.3K | +$149.3K | — |
| BOOTHBAY FUND MANAGEMENT, LLC | 23,523 | +23,523 | $125.1K | +$125.1K | — |
| Clarus Group, Inc. | 20,356 | +20,356 | $108.3K | +$108.3K | — |
| Riverwater Partners LLC | 19,190 | +19,190 | $102.1K | +$102.1K | — |
| Leonteq Securities AG | 15,000 | +15,000 | $99.9K | +$99.9K | — |
| Sumitomo Mitsui Trust Group, Inc. | 16,848 | +16,848 | $89.6K | +$89.6K | — |
| CANADA PENSION PLAN INVESTMENT BOARD | 15,800 | +15,800 | $84.1K | +$84.1K | — |
| Procyon Advisors, LLC | 15,265 | +15,265 | $81.2K | +$81.2K | — |
| NBC SECURITIES, INC. | 13,000 | +13,000 | $69.2K | +$69.2K | — |
| Creative Planning | 12,580 | +12,580 | $66.9K | +$66.9K | — |
| MERCER GLOBAL ADVISORS INC /ADV | 11,818 | +11,818 | $62.9K | +$62.9K | — |
| Krilogy Financial LLC | 10,731 | +10,731 | $57.6K | +$57.6K | — |
| MGO ONE SEVEN LLC | 10,397 | +10,397 | $55.3K | +$55.3K | — |
| ENVESTNET ASSET MANAGEMENT INC | 10,133 | +10,133 | $53.9K | +$53.9K | — |
| Kemnay Advisory Services Inc. | 9,083 | +9,083 | $48.3K | +$48.3K | — |
| Hurley Capital, LLC | 6,000 | +6,000 | $31.9K | +$31.9K | — |
| State of Wyoming | 3,051 | +3,051 | $16.2K | +$16.2K | — |
| Caitong International Asset Management Co., Ltd | 1,527 | +1,527 | $8.1K | +$8.1K | — |
| Allworth Financial LP | 232 | +232 | $1.2K | +$1.2K | — |
| IFP Advisors, Inc | 200 | +200 | $1.1K | +$1.1K | — |
| SIGNATUREFD, LLC | 149 | +149 | $793 | +$793 | — |
| PNC Financial Services Group, Inc. | 70 | +70 | $372 | +$372 | — |
| BESSEMER GROUP INC | 1,206 | +1,206 | $6 | +$6 | — |
| Hughes Financial Services, LLC | 1 | +1 | $5 | +$5 | — |
Added To(69)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| KENNEDY CAPITAL MANAGEMENT LLC | 1,970,918 | +1,468,573 | $10.5M | +$7.9M | 292.3% |
| CITADEL ADVISORS LLC | 1,443,492 | +1,125,947 | $7.7M | +$6.0M | 354.6% |
| Nuveen, LLC | 3,312,956 | +1,023,077 | $17.6M | +$5.6M | 44.7% |
| GOLDMAN SACHS GROUP INC | 1,169,710 | +854,444 | $6.2M | +$4.6M | 271.0% |
| PINNACLE ASSOCIATES LTD | 2,182,810 | +784,505 | $11.6M | +$4.3M | 56.1% |
| Bastion Asset Management Inc. | 1,712,883 | +752,782 | $8.9M | +$4.1M | 78.4% |
| DISCIPLINED GROWTH INVESTORS INC /MN | 7,918,934 | +567,036 | $42.1M | +$3.6M | 7.7% |
| Samjo Management, LLC | 3,481,067 | +446,067 | $18.5M | +$2.6M | 14.7% |
| UBS Group AG | 585,774 | +429,609 | $3.1M | +$2.3M | 275.1% |
| DIMENSIONAL FUND ADVISORS LP | 3,431,558 | +340,197 | $18.3M | +$2.1M | 11.0% |
| Private Capital Management, LLC | 7,584,853 | +230,780 | $40.4M | +$1.8M | 3.1% |
| BlackRock, Inc. | 9,614,714 | +148,970 | $51.2M | +$1.5M | 1.6% |
| MARSHALL WACE, LLP | 1,065,475 | +275,475 | $5.7M | +$1.5M | 34.9% |
| 325 CAPITAL LLC | 3,837,410 | +191,031 | $20.4M | +$1.3M | 5.2% |
| ROTHSCHILD INVESTMENT LLC | 245,897 | +245,697 | $1.3M | +$1.3M | 122848.5% |
| ROYCE & ASSOCIATES LP | 4,471,131 | +159,256 | $23.8M | +$1.2M | 3.7% |
| STATE OF WISCONSIN INVESTMENT BOARD | 419,478 | +185,036 | $2.2M | +$1.0M | 78.9% |
| 1492 Capital Management LLC | 1,240,067 | +169,896 | $6.6M | +$989.5K | 15.9% |
| Ionic Capital Management LLC | 519,977 | +165,000 | $2.8M | +$906.2K | 46.5% |
| MORGAN STANLEY | 823,929 | +157,281 | $4.4M | +$890.1K | 23.6% |
| PRIVATE MANAGEMENT GROUP INC | 5,264,812 | +56,534 | $28.0M | +$717.4K | 1.1% |
| WASATCH ADVISORS LP | 1,601,763 | +109,656 | $8.5M | +$702.7K | 7.3% |
| Hodges Capital Management Inc. | 301,985 | +129,470 | $1.6M | +$702.6K | 75.0% |
| JANE STREET GROUP, LLC | 385,364 | +116,693 | $2.1M | +$642.3K | 43.4% |
| Verition Fund Management LLC | 146,448 | +108,659 | $779.1K | +$581.1K | 287.5% |
| BANK OF AMERICA CORP /DE/ | 205,608 | +49,587 | $1.1M | +$276.3K | 31.8% |
| First Dallas Securities Inc. | 91,450 | +47,950 | $486.5K | +$258.6K | 110.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,961,747 | +2,332 | $15.8M | +$249.6K | 0.1% |
| WELLS FARGO & COMPANY/MN | 146,564 | +43,936 | $779.7K | +$241.9K | 42.8% |
| OBERWEIS ASSET MANAGEMENT INC/ | 1,095,252 | +26,452 | $5.8M | +$226.2K | 2.5% |
| Diametric Capital, LP | 181,805 | +39,671 | $967.2K | +$222.4K | 27.9% |
| AMERICAN CENTURY COMPANIES INC | 46,090 | +35,700 | $245.2K | +$190.8K | 343.6% |
| Worth Venture Partners, LLC | 63,290 | +29,540 | $336.7K | +$159.9K | 87.5% |
| Round Rock Advisors, LLC | 72,518 | +28,566 | $385.8K | +$153.3K | 65.0% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 213,899 | +20,909 | $1.1M | +$126.7K | 10.8% |
| STIFEL FINANCIAL CORP | 36,505 | +23,534 | $194.2K | +$126.2K | 181.4% |
| BARCLAYS PLC | 337,071 | +35,741 | $1.5M | -$126.2K | 11.9% |
| Pathstone Holdings, LLC | 52,229 | +23,130 | $277.9K | +$125.4K | 79.5% |
| K2 PRINCIPAL FUND, L.P. | 268,846 | +18,846 | $1.4M | +$120.3K | 7.5% |
| Brookwood Investment Group LLC | 31,265 | +19,947 | $166.3K | +$107.0K | 176.2% |
| DEUTSCHE BANK AG\ | 142,248 | +14,267 | $756.8K | +$86.1K | 11.1% |
| AXQ CAPITAL, LP | 26,639 | +15,120 | $141.7K | +$81.4K | 131.3% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 154,072 | +12,580 | $819.7K | +$78.2K | 8.9% |
| CAPTRUST FINANCIAL ADVISORS | 190,417 | +7,589 | $1.0M | +$55.0K | 4.2% |
| INTECH INVESTMENT MANAGEMENT LLC | 71,591 | +8,882 | $380.9K | +$52.3K | 14.2% |
| Swiss National Bank | 236,800 | +6,300 | $1.3M | +$52.0K | 2.7% |
| BOSUN ASSET MANAGEMENT, LLC | 67,887 | +5,621 | $361.2K | +$34.9K | 9.0% |
| Tripletail Wealth Management, LLC | 21,070 | +2,125 | $77.6K | -$26.0K | 11.2% |
| R Squared Ltd | 16,073 | +4,640 | $85.5K | +$25.6K | 40.6% |
| CONNORS INVESTOR SERVICES INC | 56,000 | +3,000 | $297.9K | +$20.2K | 5.7% |
| FMR LLC | 6,805 | +3,533 | $36.2K | +$19.1K | 108.0% |
| BNP PARIBAS FINANCIAL MARKETS | 27,617 | +2,774 | $146.9K | +$16.7K | 11.2% |
| KLP KAPITALFORVALTNING AS | 25,800 | +2,800 | $137.3K | +$16.7K | 12.2% |
| FRANKLIN RESOURCES INC | 38,612 | +1,802 | $205.4K | +$12.5K | 4.9% |
| ProShare Advisors LLC | 22,718 | +1,462 | $120.9K | +$9.5K | 6.9% |
| Inspire Investing, LLC | 88,068 | +22 | $468.5K | +$7.2K | 0.0% |
| BFSG, LLC | 40,583 | +480 | $215.9K | +$5.8K | 1.2% |
| Regal Investment Advisors LLC | 15,323 | +219 | $81.5K | +$2.4K | 1.4% |
| Tower Research Capital LLC (TRC) | 7,123 | +275 | $37.9K | +$2.0K | 4.0% |
| HighTower Advisors, LLC | 19,008 | +4 | $101.1K | +$1.5K | 0.0% |
| VICTORY CAPITAL MANAGEMENT INC | 14,457 | +45 | $76.9K | +$1.4K | 0.3% |
| GAMMA Investing LLC | 452 | +216 | $2.4K | +$1.2K | 91.5% |
| NISA INVESTMENT ADVISORS, LLC | 1,729 | +164 | $9.2K | +$997 | 10.5% |
| SG Americas Securities, LLC | 86,399 | +19,404 | $460 | +$109 | 29.0% |
| Larson Financial Group LLC | 35 | +11 | $186 | +$60 | 45.8% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 72,259 | +6,386 | $385 | +$39 | 9.7% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,715 | +594 | $9 | +$3 | 53.0% |
| AMALGAMATED BANK | 3,905 | +457 | $21 | +$3 | 13.3% |
| CWM, LLC | 6,665 | +462 | $35 | +$2 | 7.4% |
Reduced(87)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Voss Capital, LP | 3,949,990 | -1,850,010 | $21.0M | -$9.4M | -31.9% |
| Lynrock Lake LP | 1,908,455 | -1,404,077 | $10.2M | -$7.2M | -42.4% |
| MILLENNIUM MANAGEMENT LLC | 171,526 | -1,161,591 | $912.5K | -$6.1M | -87.1% |
| AEGON ASSET MANAGEMENT UK Plc | 878,049 | -1,000,468 | $4.7M | -$5.2M | -53.3% |
| Occam Crest Management LP | 197,000 | -503,000 | $1.0M | -$2.6M | -71.8% |
| CenterBook Partners LP | 3,162,940 | -456,317 | $16.8M | -$2.1M | -12.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 124,931 | -339,887 | $664.6K | -$1.8M | -73.1% |
| STATE STREET CORP | 3,357,492 | -373,115 | $17.9M | -$1.7M | -10.0% |
| Shay Capital LLC | 161,692 | -113,988 | $860.2K | -$584.4K | -41.3% |
| Royal Bank of Canada | 6,350 | -111,947 | $34.0K | -$583.0K | -94.6% |
| VANGUARD GROUP INC | 9,588,511 | -42,331 | $51.0M | +$545.3K | -0.4% |
| BLAIR WILLIAM & CO/IL | 740,122 | -111,230 | $3.9M | -$523.6K | -13.1% |
| Squarepoint Ops LLC | 734,898 | -100,098 | $3.9M | -$465.7K | -12.0% |
| AWM Investment Company, Inc. | 4,701,506 | -1,434 | $25.0M | +$368.6K | -0.0% |
| NORTHERN TRUST CORP | 1,018,439 | -77,344 | $5.4M | -$323.8K | -7.0% |
| Soltis Investment Advisors LLC | 21,688 | -59,876 | $115.4K | -$312.0K | -73.4% |
| GROUP ONE TRADING LLC | 7,114 | -42,641 | $37.8K | -$222.9K | -85.7% |
| RAYMOND JAMES FINANCIAL INC | 676,083 | -51,975 | $3.6M | -$218.3K | -7.1% |
| RENAISSANCE TECHNOLOGIES LLC | 87,736 | -36,460 | $466.8K | -$184.0K | -29.4% |
| Bandera Partners LLC | 1,881,666 | 0 | $10.0M | +$150.5K | 0.0% |
| Kopion Asset Management, LLC | 1,553,700 | 0 | $8.3M | +$124.3K | 0.0% |
| RHUMBLINE ADVISERS | 151,751 | -25,132 | $807.3K | -$119.5K | -14.2% |
| Bank of New York Mellon Corp | 320,571 | -27,254 | $1.7M | -$117.2K | -7.8% |
| Silvercrest Asset Management Group LLC | 1,415,095 | 0 | $7.5M | +$113.2K | 0.0% |
| BARD ASSOCIATES INC | 290,558 | -25,716 | $1.5M | -$111.5K | -8.1% |
| Semanteon Capital Management, LP | 11,114 | -19,982 | $59.1K | -$103.8K | -64.3% |
| XTX Topco Ltd | 24,855 | -19,990 | $132.2K | -$102.8K | -44.6% |
| Tidal Investments LLC | 100,738 | -19,280 | $535.9K | -$93.0K | -16.1% |
| AQR CAPITAL MANAGEMENT LLC | 105,082 | -17,578 | $559.0K | -$83.7K | -14.3% |
| Cetera Investment Advisers | 199,243 | -22,482 | $1.1M | -$77.9K | -10.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 997,368 | -1,000 | $5.3M | +$74.5K | -0.1% |
| MetLife Investment Management, LLC | 60,745 | -11,429 | $323.2K | -$55.0K | -15.8% |
| Spire Wealth Management | 3,400 | -10,060 | $18.1K | -$52.4K | -74.7% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 29,108 | -10,212 | $154.9K | -$51.2K | -26.0% |
| Long Focus Capital Management, LLC | 337,504 | 0 | $1.8M | +$27.0K | 0.0% |
| JPMORGAN CHASE & CO | 194,896 | -7,953 | $1.0M | -$26.1K | -3.9% |
| Corient Private Wealth LLC | 46,384 | -5,630 | $246.8K | -$25.8K | -10.8% |
| Invesco Ltd. | 80,014 | -6,048 | $425.7K | -$25.3K | -7.0% |
| NEW YORK STATE COMMON RETIREMENT FUND | 34,800 | -4,900 | $185.1K | -$22.9K | -12.3% |
| CITIGROUP INC | 6,107 | -4,029 | $32.5K | -$20.6K | -39.7% |
| D.A. DAVIDSON & CO. | 74,623 | -5,000 | $397.0K | -$20.2K | -6.3% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 37,362 | -4,308 | $198.8K | -$19.6K | -10.3% |
| EQUITABLE TRUST CO | 220,152 | 0 | $1.2M | +$17.6K | 0.0% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 26,315 | -1,185 | $130.8K | -$13.3K | -4.3% |
| LPL Financial LLC | 86,616 | -3,670 | $460.8K | -$12.3K | -4.1% |
| Arizona State Retirement System | 33,135 | -2,346 | $176.3K | -$9.6K | -6.6% |
| ALLIANCEBERNSTEIN L.P. | 108,940 | 0 | $579.6K | +$8.7K | 0.0% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 110,695 | -127 | $588.9K | +$8.2K | -0.1% |
| Rock Creek Group, LP | 100,000 | 0 | $532.0K | +$8.0K | 0.0% |
| Gotham Asset Management, LLC | 11,991 | -1,706 | $63.8K | -$8.0K | -12.4% |
| Legal & General Group Plc | 126,529 | -445 | $673.1K | +$7.8K | -0.3% |
| SIMPLEX TRADING, LLC | 1,467 | -22,851 | $7.8K | +$7.7K | -94.0% |
| Sterling Capital Management LLC | 7,165 | -1,412 | $38.1K | -$6.8K | -16.5% |
| HARBOUR INVESTMENTS, INC. | 2 | -1,116 | $11 | -$5.8K | -99.8% |
| Arax Advisory Partners | 180 | -1,055 | $958 | -$5.5K | -85.4% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 176,852 | -3,701 | $940.9K | -$5.2K | -2.0% |
| Cardinal Point Capital Management ULC | 60,500 | 0 | $321.9K | +$4.8K | 0.0% |
| Blackhawk Capital Partners LLC. | 12,898 | -1,114 | $68.6K | -$4.8K | -8.0% |
| JANUS HENDERSON GROUP PLC | 51,400 | 0 | $273.2K | +$3.6K | 0.0% |
| Police & Firemen's Retirement System of New Jersey | 34,105 | 0 | $181.4K | +$2.7K | 0.0% |
| Pekin Hardy Strauss, Inc. | 29,000 | 0 | $154.3K | +$2.3K | 0.0% |
| COMERICA BANK | 128 | -402 | $683 | -$2.1K | -75.8% |
| Voya Investment Management LLC | 23,267 | 0 | $123.8K | +$1.9K | 0.0% |
| Pictet Asset Management Holding SA | 22,358 | 0 | $118.9K | +$1.8K | 0.0% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,773 | 0 | $115.8K | +$1.7K | 0.0% |
| Mill Road Capital Management LLC | 15,000 | 0 | $79.8K | +$1.2K | 0.0% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 14,245 | 0 | $75.8K | +$1.1K | 0.0% |
| Ameritas Investment Partners, Inc. | 10,385 | 0 | $55.2K | +$831 | 0.0% |
| Russell Investments Group, Ltd. | 10,296 | 0 | $54.8K | +$823 | 0.0% |
| OSAIC HOLDINGS, INC. | 475 | -184 | $2.5K | -$821 | -27.9% |
| Maridea Wealth Management LLC | 15,977 | 0 | $85.0K | +$639 | 0.0% |
| AlphaQuest LLC | 3,422 | 0 | $18.2K | +$274 | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 1,600 | 0 | $8.5K | +$208 | 0.0% |
| Financial Management Professionals, Inc. | 2,007 | 0 | $10.7K | +$160 | 0.0% |
| North Star Investment Management Corp. | 1,400 | 0 | $7.4K | +$112 | 0.0% |
| Strengthening Families & Communities, LLC | 1,279 | 0 | $6.8K | +$103 | 0.0% |
| SBI Securities Co., Ltd. | 65 | -17 | $346 | -$84 | -20.7% |
| Optiver Holding B.V. | 1,028 | 0 | $5.5K | +$82 | 0.0% |
| TD Waterhouse Canada Inc. | 3,500 | 0 | $18.6K | -$70 | 0.0% |
| NATIONAL BANK OF CANADA /FI/ | 1,276 | -6 | $6.8K | +$58 | -0.5% |
| Steward Partners Investment Advisory, LLC | 636 | 0 | $3.4K | +$51 | 0.0% |
| EverSource Wealth Advisors, LLC | 596 | 0 | $3.2K | +$48 | 0.0% |
| Rockefeller Capital Management L.P. | 495 | 0 | $2.6K | +$39 | 0.0% |
| Fortitude Family Office, LLC | 110 | 0 | $585 | +$9 | 0.0% |
| Farther Finance Advisors, LLC | 35 | 0 | $186 | +$3 | 0.0% |
| State of Alaska, Department of Revenue | 6,059 | 0 | $32 | +$1 | 0.0% |
| ACADIAN ASSET MANAGEMENT LLC | 6 | 0 | $0 | $0 | 0.0% |
Sold Out(21)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 0 | -1,117,138 | $0 | -$5.9M | — |
| AMH Equity Ltd | 0 | -900,000 | $0 | -$4.7M | — |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 0 | -566,000 | $0 | -$3.0M | — |
| Qube Research & Technologies Ltd | 0 | -285,969 | $0 | -$1.5M | — |
| Perritt Capital Management Inc | 0 | -223,550 | $0 | -$1.2M | — |
| ARDSLEY ADVISORY PARTNERS LP | 0 | -175,000 | $0 | -$917.0K | — |
| ABS Direct Equity Fund LLC | 0 | -139,000 | $0 | -$728.4K | — |
| Swedbank AB | 0 | -78,147 | $0 | -$409.5K | — |
| Brevan Howard Capital Management LP | 0 | -33,934 | $0 | -$177.8K | — |
| SHERBROOKE PARK ADVISERS LLC | 0 | -29,039 | $0 | -$152.2K | — |
| OMERS ADMINISTRATION Corp | 0 | -20,900 | $0 | -$109.5K | — |
| DARK FOREST CAPITAL MANAGEMENT LP | 0 | -23,847 | $0 | -$102.8K | — |
| OPPENHEIMER ASSET MANAGEMENT INC. | 0 | -19,560 | $0 | -$102.5K | — |
| Bayesian Capital Management, LP | 0 | -17,575 | $0 | -$92.1K | — |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 0 | -15,716 | $0 | -$82.4K | — |
| CHICAGO TRUST Co NA | 0 | -15,595 | $0 | -$81.7K | — |
| PRUDENTIAL FINANCIAL INC | 0 | -15,175 | $0 | -$79.5K | — |
| CIBC Bancorp USA Inc. | 0 | -13,251 | $0 | -$69.4K | — |
| Manchester Capital Management LLC | 0 | -3,350 | $0 | -$17.6K | — |
| Advisory Services Network, LLC | 0 | -430 | $0 | -$2.3K | — |
| Clearstead Advisors, LLC | 0 | -59 | $0 | -$310 | — |