FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.72-0.09%
STOXX50E5,860.32-0.39%
XLF51.71-0.19%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp29.2°C
UV7.2
Feels33.1°C
Humidity62%
Wind11.9 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time3:34 PM
13F QoQ Ownership Changes

CBU Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 32 new · 95 added · 134 reduced · 23 exited

New Positions(32)

ManagerSharesΔ SharesValueΔ Value% Δ
Elo Mutual Pension Insurance Co21,436+21,436$1.2M+$1.2M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP11,643+11,643$668.8K+$668.8K
Y-Intercept (Hong Kong) Ltd9,953+9,953$571.7K+$571.7K
Aureum Wealth Management, LLC7,350+7,350$422.2K+$422.2K
Fiduciary Trust Co7,311+7,311$419.9K+$419.9K
Aquatic Capital Management LLC6,991+6,991$401.6K+$401.6K
XTX Topco Ltd5,013+5,013$287.9K+$287.9K
Sequoia Financial Advisors, LLC4,334+4,334$248.9K+$248.9K
LAWOOD & CO4,088+4,088$234.8K+$234.8K
&PARTNERS3,850+3,850$222.3K+$222.3K
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.3,608+3,608$207.2K+$207.2K
Sanctuary Advisors, LLC3,559+3,559$204.4K+$204.4K
CIBC Asset Management Inc3,539+3,539$203.3K+$203.3K
CIBC WORLD MARKETS CORP3,504+3,504$201.3K+$201.3K
Kestra Advisory Services, LLC2,706+2,706$155.4K+$155.4K
SageView Advisory Group, LLC725+725$41.6K+$41.6K
IFP Advisors, Inc608+608$35.0K+$35.0K
Eurizon Capital SGR S.p.A.234+234$13.4K+$13.4K
Sound Income Strategies, LLC57+57$3.5K+$3.5K
Pinnacle Wealth Planning Services, Inc.53+53$3.0K+$3.0K
Quarry LP46+46$2.6K+$2.6K
Torren Management, LLC35+35$2.0K+$2.0K
Allworth Financial LP32+32$1.8K+$1.8K
Keating Financial Advisory Services, Inc.21+21$1.2K+$1.2K
MAI Capital Management16+16$920+$920
GSA CAPITAL PARTNERS LLP14,751+14,751$847+$847
Signature Equity Partners, LLC14+14$804+$804
Ankerstar Wealth, LLC9+9$521+$521
GILPIN WEALTH MANAGEMENT, LLC2+2$115+$115
KBC Group NV1,668+1,668$96+$96
Dunhill Financial, LLC1+1$63+$63
Lipe & Dalton900+900$52+$52

Added To(95)

ManagerSharesΔ SharesValueΔ Value% Δ
FMR LLC1,680,717+943,558$96.5M+$53.3M128.0%
Riggs Asset Managment Co. Inc.401,450+353,663$23.1M+$20.3M740.1%
NORGES BANK678,844+182,435$39.0M+$10.2M36.8%
BlackRock, Inc.7,541,520+104,868$433.2M-$2.9M1.4%
CITADEL ADVISORS LLC82,381+46,591$4.7M+$2.6M130.2%
BARCLAYS PLC113,505+35,805$6.5M+$1.9M46.1%
AMERICAN CENTURY COMPANIES INC46,739+31,600$2.7M+$1.8M208.7%
COMMONWEALTH EQUITY SERVICES, LLC26,364+334$1.5M+$1.5M1.3%
JANE STREET GROUP, LLC42,143+19,311$2.4M+$1.1M84.6%
WELLS FARGO & COMPANY/MN80,286+19,760$4.6M+$1.1M32.6%
SEI INVESTMENTS CO27,955+15,299$1.6M+$863.6K120.9%
ADAGE CAPITAL PARTNERS GP, L.L.C.38,147+10,643$2.2M+$578.3K38.7%
Alliance Wealth Advisors, LLC20,825+10,150$1.2M+$570.2K95.1%
AlphaQuest LLC8,959+8,957$514.6K+$514.5K447850.0%
Balyasny Asset Management L.P.317,274+15,128$18.2M+$506.4K5.0%
Ausbil Investment Management Ltd19,446+8,157$1.1M+$459.6K72.3%
Bank of New York Mellon Corp541,428+16,990$31.1M+$346.6K3.2%
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC118,586+8,280$6.8M+$343.2K7.5%
AQR CAPITAL MANAGEMENT LLC20,460+5,934$1.2M+$323.5K40.9%
Hilton Capital Management, LLC64,582+6,354$3.7M+$295.1K10.9%
RAYMOND JAMES FINANCIAL INC14,966+3,816$859.6K+$205.8K34.2%
OSAIC HOLDINGS, INC.12,083+3,177$694.0K+$171.5K35.7%
ANCHOR CAPITAL ADVISORS LLC39,229+3,613$2.3M+$164.8K10.1%
State of New Jersey Common Pension Fund D40,187+3,001$2.3M+$127.8K8.1%
New Age Alpha Advisors, LLC4,925+2,204$282.9K+$123.3K81.0%
Atria Investments, Inc20,042+2,272$1.2M+$109.2K12.8%
Quantinno Capital Management LP7,059+1,961$405.5K+$106.5K38.5%
PROFUND ADVISORS LLC6,059+1,797$348.0K+$98.1K42.2%
VICTORY CAPITAL MANAGEMENT INC148,876+4,688$8.6M+$96.3K3.3%
ALLIANCEBERNSTEIN L.P.68,464+2,790$3.9M+$81.4K4.2%
TRUST CO OF VERMONT10,184+1,515$585.0K+$76.6K17.5%
AE Wealth Management LLC5,587+1,333$320.9K+$71.5K31.3%
DEUTSCHE BANK AG\42,724+1,878$2.5M+$58.9K4.6%
MERCER GLOBAL ADVISORS INC /ADV10,755+1,106$617.8K+$52.0K11.5%
Gallagher Fiduciary Advisors, LLC12,073+992$693.5K+$43.7K8.9%
ENVESTNET ASSET MANAGEMENT INC116,002+1,640$6.7M-$43.1K1.4%
BENJAMIN EDWARDS INC8,515+876$489.4K+$41.1K11.5%
STIFEL FINANCIAL CORP49,971+507$2.9M-$30.3K1.0%
California Public Employees Retirement System93,472+1,462$5.4M-$26.4K1.6%
NISA INVESTMENT ADVISORS, LLC19,980+33$1.2M-$22.0K0.2%
LAZARD ASSET MANAGEMENT LLC23,078+835$1.3M+$21.3K3.8%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM49,961+1,378$2.9M+$20.9K2.8%
Swiss National Bank104,200+1,800$6.0M-$19.5K1.8%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,156+434$296.2K+$19.3K9.2%
HighTower Advisors, LLC16,792+15$964.5K-$19.2K0.1%
Inspire Investing, LLC8,139+426$467.5K+$15.2K5.5%
SG Americas Securities, LLC168,892+162,218$9.7K+$9.3K2430.6%
OREGON PUBLIC EMPLOYEES RETIREMENT FUND12,035+100$691.3K-$8.6K0.8%
Fulton Bank, N.A.11,323+358$650.4K+$7.4K3.3%
MML INVESTORS SERVICES, LLC20,378+291$1.2M-$7.4K1.4%
BNP PARIBAS FINANCIAL MARKETS13,467+396$773.5K+$7.1K3.0%
Allegheny Financial Group6,140+9$352.7K-$6.8K0.1%
QRG CAPITAL MANAGEMENT, INC.6,544+223$375.9K+$5.2K3.5%
KESTRA PRIVATE WEALTH SERVICES, LLC4,162+1$239.0K-$5.0K0.0%
Maryland State Retirement & Pension System7,674+75$440.8K-$4.8K1.0%
Farther Finance Advisors, LLC2,092+110$120.2K+$3.9K5.5%
Larson Financial Group LLC65+57$3.7K+$3.3K712.5%
JONES FINANCIAL COMPANIES LLLP65+57$3.7K+$3.3K712.5%
XPONANCE, INC.4,186+32$240.4K-$3.1K0.8%
Corient Private Wealth LLC10,032+231$576.9K+$2.1K2.4%
TRUIST FINANCIAL CORP12,205+215$701.1K-$2.0K1.8%
KLP KAPITALFORVALTNING AS11,300+200$653.6K-$1.8K1.8%
EverSource Wealth Advisors, LLC776+44$44.6K+$1.6K6.0%
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC6,019+98$345.7K-$1.5K1.6%
SIGNATUREFD, LLC28+23$1.6K+$1.3K460.0%
Bare Financial Services, Inc143+23$8.2K+$1.2K19.2%
Smartleaf Asset Management LLC1,464+8$84.8K-$1.2K0.5%
ROTHSCHILD INVESTMENT LLC91+21$5.2K+$1.1K30.0%
Transamerica Financial Advisors, LLC139+21$8.0K+$1.1K17.8%
Salomon & Ludwin, LLC412+18$24.2K+$1.1K4.6%
Root Financial Partners, LLC168+19$9.7K+$91312.8%
Blue Trust, Inc.914+4$52.5K-$8620.4%
JFS WEALTH ADVISORS, LLC43+14$2.5K+$77648.3%
BROWN, LISLE/CUMMINGS, INC.960+8$55.2K-$6930.8%
Versant Capital Management, Inc500+22$28.7K+$6904.6%
US BANCORP \DE\1,158+35$66.5K+$6633.1%
CIBC Private Wealth Group LLC12+11$689+$6301100.0%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO586+4$33.7K-$4680.7%
ASSETMARK, INC10+6$574+$339150.0%
Fortitude Family Office, LLC19+5$1.1K+$27035.7%
Bay Harbor Wealth Management, LLC6+2$346+$11250.0%
Rialto Wealth Management, LLC7+2$403+$10940.0%
Retirement Wealth Solutions LLC22+2$1.3K+$9110.0%
PRICE T ROWE ASSOCIATES INC /MD/52,430+2,256$3.0K+$694.5%
Janney Montgomery Scott LLC58,130+1,750$3.3K+$333.1%
State of Alaska, Department of Revenue29,040+309$1.7K-$171.1%
AMALGAMATED BANK15,361+66$882-$150.4%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.765+232$44+$1343.5%
PARK AVENUE SECURITIES LLC5,942+298$341+$105.3%
HANTZ FINANCIAL SERVICES, INC.428+79$25+$522.6%
CWM, LLC977+78$56+$38.7%
BESSEMER GROUP INC314+29$18+$210.2%
Covestor Ltd1,491+12$86-$10.8%
OGOREK ANTHONY JOSEPH /NY/ /ADV574+4$33$00.7%
Hanson & Doremus Investment Management7,674+157$441$02.1%

Reduced(134)

ManagerSharesΔ SharesValueΔ Value% Δ
MORGAN STANLEY2,005,436-261,026$115.2M-$17.7M-11.5%
NEUBERGER BERMAN GROUP LLC3,812,445-209,882$219.0M-$16.9M-5.2%
STATE STREET CORP3,127,250-168,254$181.1M-$13.6M-5.1%
VANGUARD GROUP INC6,275,222-38,159$360.4M-$9.8M-0.6%
DEPRINCE RACE & ZOLLO INC477,683-107,849$27.4M-$6.9M-18.4%
GOLDMAN SACHS GROUP INC431,865-83,493$24.8M-$5.4M-16.2%
FEDERATED HERMES, INC.671,906-72,356$38.6M-$5.0M-9.7%
UBS Group AG204,127-72,311$11.7M-$4.5M-26.1%
BANK OF AMERICA CORP /DE/579,353-56,904$33.3M-$4.0M-8.9%
DIMENSIONAL FUND ADVISORS LP1,797,967-18,081$103.3M-$3.2M-1.0%
NORTHERN TRUST CORP603,397-39,193$34.7M-$3.0M-6.1%
NFJ INVESTMENT GROUP, LLC695,820-30,231$40.0M-$2.6M-4.2%
SEGALL BRYANT & HAMILL, LLC371,224-36,300$21.3M-$2.6M-8.9%
Numerai GP LLC26,868-43,338$1.5M-$2.6M-61.7%
Verition Fund Management LLC12,096-34,124$694.8K-$2.0M-73.8%
SUSQUEHANNA INTERNATIONAL GROUP, LLP28,014-33,471$1.6M-$2.0M-54.4%
Royal Bank of Canada22,190-35,229$1.3M-$2.0M-61.4%
BERKSHIRE ASSET MANAGEMENT LLC/PA22,251-30,535$1.3M-$1.8M-57.8%
GEODE CAPITAL MANAGEMENT, LLC1,248,549-2,518$71.7M-$1.6M-0.2%
PUBLIC SECTOR PENSION INVESTMENT BOARD182,285-23,884$10.5M-$1.6M-11.6%
MILLENNIUM MANAGEMENT LLC18,334-23,423$1.1M-$1.4M-56.1%
Invesco Ltd.131,925-19,928$7.6M-$1.3M-13.1%
Community Bank, N.A.102,512-16,056$5.9M-$1.1M-13.5%
JPMORGAN CHASE & CO96,485-15,478$5.5M-$1.0M-13.8%
Qube Research & Technologies Ltd38,408-16,569$2.2M-$1.0M-30.1%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC635,048-3,008$36.5M-$938.4K-0.5%
Rafferty Asset Management, LLC31,766-14,133$1.8M-$866.9K-30.8%
TEACHER RETIREMENT SYSTEM OF TEXAS3,637-13,125$208.9K-$774.0K-78.3%
AMERIPRISE FINANCIAL INC132,192-9,683$7.6M-$726.4K-6.8%
CITIGROUP INC37,917-9,320$2.2M-$592.0K-19.7%
Sterling Capital Management LLC72,207-8,061$4.1M-$559.3K-10.0%
PRINCIPAL FINANCIAL GROUP INC251,187-4,127$14.4M-$543.4K-1.6%
RHUMBLINE ADVISERS147,265-5,871$8.5M-$521.0K-3.8%
FIRST TRUST ADVISORS LP54,857-7,669$3.2M-$515.5K-12.3%
LOS ANGELES CAPITAL MANAGEMENT LLC938-8,620$52.6K-$507.9K-90.2%
Legal & General Group Plc134,944-5,010$7.8M-$455.7K-3.6%
Ensign Peak Advisors, Inc3,008-6,250$172.8K-$370.1K-67.5%
Waldron Private Wealth LLC210,2420$12.1M-$351.1K0.0%
Russell Investments Group, Ltd.91,715-3,630$5.3M-$322.9K-3.8%
ProShare Advisors LLC111,228-2,515$6.4M-$281.0K-2.2%
PRUDENTIAL FINANCIAL INC49,502-3,441$2.8M-$261.2K-6.5%
Squarepoint Ops LLC14,319-3,865$822.5K-$243.8K-21.3%
Nuveen, LLC132,307-1,213$7.6M-$229.9K-0.9%
State of Tennessee, Department of Treasury12,286-4,293$767.9K-$204.3K-25.9%
COMERICA BANK16,352-2,856$939.3K-$187.1K-14.9%
Cetera Investment Advisers21,119-2,456$1.2M-$169.4K-10.4%
BASSWOOD CAPITAL MANAGEMENT, L.L.C.122,2010$7.0M-$146.6K0.0%
LPL Financial LLC31,227-1,590$1.8M-$130.8K-4.8%
MetLife Investment Management, LLC29,421-1,366$1.7M-$115.4K-4.4%
MANUFACTURERS LIFE INSURANCE COMPANY, THE24,826-1,407$1.4M-$112.3K-5.4%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC55,397-51$3.3M+$104.5K-0.1%
Jacobi Capital Management LLC69,789-301$4.0M-$101.4K-0.4%
Holocene Advisors, LP7,012-1,420$402.8K-$91.7K-16.8%
YOUSIF CAPITAL MANAGEMENT, LLC14,226-2,114$867.6K-$90.5K-12.9%
Illinois Municipal Retirement Fund27,042-954$1.6M-$88.4K-3.4%
Police & Firemen's Retirement System of New Jersey14,043-1,215$806.6K-$88.1K-8.0%
Amundi7,921-1,250$455.0K-$86.2K-13.6%
BANQUE PICTET & CIE SA4,848-1,141$278.5K-$72.7K-19.1%
Arizona State Retirement System14,763-876$848.0K-$69.1K-5.6%
LOGAN CAPITAL MANAGEMENT INC56,0000$3.2M-$67.2K0.0%
Strategic Financial Services, Inc.8,686-126$576.7K+$59.9K-1.4%
LEVEL FOUR ADVISORY SERVICES, LLC13,268-505$762.1K-$45.5K-3.7%
Universal- Beteiligungs- und Servicegesellschaft mbH6,749-633$389.0K-$43.9K-8.6%
Susquehanna Portfolio Strategies, LLC34,4730$2.0M-$41.4K0.0%
Louisiana State Employees Retirement System24,100-200$1.4M-$40.6K-0.8%
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS13,037-424$748.8K-$40.5K-3.1%
CANANDAIGUA NATIONAL BANK & TRUST CO28,5300$1.6M-$34.2K0.0%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.24,566-44$1.4M-$32.1K-0.2%
JANUS HENDERSON GROUP PLC23,4120$1.3M-$29.0K0.0%
Tower Research Capital LLC (TRC)2,598-367$149.2K-$24.6K-12.4%
STRS OHIO700-400$40.2K-$24.3K-36.4%
INTECH INVESTMENT MANAGEMENT LLC19,9690$1.1M-$24.0K0.0%
NEW YORK STATE COMMON RETIREMENT FUND18,0490$1.0M-$21.7K0.0%
FRANKLIN RESOURCES INC12,548-108$720.8K-$21.4K-0.8%
MOODY NATIONAL BANK TRUST DIVISION17,2650$991.7K-$20.7K0.0%
Zurcher Kantonalbank (Zurich Cantonalbank)16,5780$952.2K-$19.9K0.0%
Carl P. Sherr & Co., LLC7,370-800$460.6K-$18.5K-9.8%
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM15,0820$866.3K-$18.1K0.0%
Meridian Wealth Partners, LLC10,890-37$625.5K-$15.2K-0.3%
BANK OF MONTREAL /CAN/5,932-80$340.7K-$11.8K-1.3%
Voya Investment Management LLC9,5300$547.4K-$11.4K0.0%
PNC Financial Services Group, Inc.6,348-64$364.6K-$11.4K-1.0%
Pathstone Holdings, LLC5,484-66$315.4K-$10.4K-1.2%
Arax Advisory Partners102-176$5.9K-$10.4K-63.3%
Rockefeller Capital Management L.P.535-147$30.8K-$9.2K-21.6%
Sovereign Financial Group, Inc.7,291-3$418.8K-$8.9K-0.0%
Pictet Asset Management Holding SA7,1120$408.5K-$8.5K0.0%
Cornell Pochily Investment Advisors, Inc.6,8340$392.5K-$8.2K0.0%
Minerva Advisors LLC6,6180$380.1K-$7.9K0.0%
Stone House Investment Management, LLC3,808-40$218.7K-$6.9K-1.0%
PEOPLES FINANCIAL SERVICES CORP.5,1000$292.9K-$6.1K0.0%
Optiver Holding B.V.102-102$5.9K-$6.1K-50.0%
Pathway Financial Advisors LLC3,7300$224.4K+$5.7K0.0%
Drum Hill Capital, LLC4,7180$271.0K-$5.7K0.0%
Ameritas Investment Partners, Inc.4,4260$254.2K-$5.3K0.0%
MELFA WEALTH MANAGEMENT, INC.4,0400$232.1K-$4.8K0.0%
MidWestOne Financial Group, Inc.4,0000$229.8K-$4.8K0.0%
IFG Advisory, LLC3,9330$225.9K-$4.7K0.0%
Operose Advisors LLC3,9250$225.5K-$4.7K0.0%
FIFTH THIRD BANCORP224-68$12.9K-$4.3K-23.3%
Marshall & Sterling Wealth Advisors Inc.3,1500$180.9K-$3.8K0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,8040$103.6K-$2.2K0.0%
Abound Wealth Management1,2220$70.2K-$1.5K0.0%
NBT BANK N A /NY1,2020$69.0K-$1.4K0.0%
Geneos Wealth Management Inc.1,0000$57.4K-$1.2K0.0%
PICTON MAHONEY ASSET MANAGEMENT200$1.1K+$1.1K0.0%
GAMMA Investing LLC351-11$20.2K-$1.1K-3.0%
Center for Financial Planning, Inc.7800$44.8K-$9360.0%
ST GERMAIN D J CO INC4170$24.0K-$5010.0%
NOMURA ASSET MANAGEMENT CO LTD3900$22.4K-$4680.0%
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO381,0870$21.9K-$4570.0%
PRIVATE TRUST CO NA3000$17.2K-$3600.0%
CANADA LIFE ASSURANCE Co46,477-2,996$2.7K-$248-6.0%
DANSKE BANK A/S2000$11.5K-$2400.0%
HRT FINANCIAL LP25,942-3,290$1.5K-$224-11.3%
Thrivent Financial for Lutherans36,892-1,947$2.1K-$159-5.0%
UMB Bank, n.a.1290$7.4K-$1550.0%
Parkside Financial Bank & Trust1030$5.9K-$1230.0%
SBI Securities Co., Ltd.4-2$230-$122-33.3%
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13,297-1,770$764-$119-11.7%
NEW YORK STATE TEACHERS RETIREMENT SYSTEM83,121-300$4.8K-$118-0.3%
Steward Partners Investment Advisory, LLC910$5.2K-$1090.0%
Addison Advisors LLC900$5.2K-$1080.0%
Cambridge Investment Research Advisors, Inc.5,927-1,565$340-$99-20.9%
QUADRANT CAPITAL GROUP LLC800$4.6K-$960.0%
High Note Wealth, LLC360$2.1K-$430.0%
FARMERS & MERCHANTS INVESTMENTS INC320$1.8K-$380.0%
DiNuzzo Private Wealth, Inc.100$575-$240.0%
Private Wealth Management Group, LLC180$1.0K-$220.0%
Handelsbanken Fonder AB13,8160$794-$160.0%
SJS Investment Consulting Inc.50$288-$60.0%
HFM Investment Advisors, LLC40$230-$50.0%
Smithfield Trust Co2700$16$00.0%
HARBOR CAPITAL ADVISORS, INC.185-3$11$0-1.6%

Sold Out(23)

ManagerSharesΔ SharesValueΔ Value% Δ
Tidal Investments LLC0-41,111$0-$2.4M
VOLORIDGE INVESTMENT MANAGEMENT, LLC0-35,301$0-$2.1M
Carnegie Investment Counsel0-26,470$0-$1.6M
TEXAS PERMANENT SCHOOL FUND CORP0-23,207$0-$1.3M
DARK FOREST CAPITAL MANAGEMENT LP0-20,483$0-$1.2M
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC0-15,532$0-$910.8K
TWO SIGMA INVESTMENTS, LP0-14,316$0-$839.5K
CIBC Bancorp USA Inc.0-5,647$0-$331.1K
Socha Financial Group, LLC0-5,450$0-$319.6K
STATE OF WISCONSIN INVESTMENT BOARD0-5,171$0-$303.2K
Freestone Grove Partners LP0-4,776$0-$280.1K
BURNS J W & CO INC/NY0-3,589$0-$210.4K
PRINCIPAL SECURITIES, INC.0-2,510$0-$147.2K
Wealthspire Advisors, LLC0-806$0-$47.3K
Rise Advisors, LLC0-706$0-$41.4K
Clearstead Advisors, LLC0-425$0-$24.9K
Advisory Services Network, LLC0-277$0-$16.2K
GW&K Investment Management, LLC0-45,664$0-$2.7K
Clearstead Trust, LLC0-28$0-$1.6K
HUNTINGTON NATIONAL BANK0-7$0-$410
True Wealth Design, LLC0-1$0-$59
Hemington Wealth Management0-114$0-$6
Cloud Capital Management, LLC0-11$0$0