13F QoQ Ownership Changes
GENI Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 53 new · 98 added · 121 reduced · 47 exited
New Positions(53)
Added To(98)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 10,097,875 | +9,178,415 | $111.3M | +$99.9M | 998.2% |
| Balyasny Asset Management L.P. | 3,289,270 | +2,917,830 | $36.2M | +$31.6M | 785.5% |
| Voss Capital, LP | 11,100,000 | +2,900,000 | $122.3M | +$20.8M | 35.4% |
| Stephens Investment Management Group LLC | 5,624,316 | +2,293,847 | $62.0M | +$20.7M | 68.9% |
| CITADEL ADVISORS LLC | 4,487,593 | +1,816,827 | $49.5M | +$16.4M | 68.0% |
| BlackRock, Inc. | 15,193,576 | +365,935 | $167.4M | -$16.1M | 2.5% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 5,136,036 | +1,801,779 | $56.6M | +$15.3M | 54.0% |
| WELLINGTON MANAGEMENT GROUP LLP | 13,903,435 | +389,898 | $153.2M | -$14.1M | 2.9% |
| UBS Group AG | 3,974,964 | +1,235,352 | $43.8M | +$9.9M | 45.1% |
| Hood River Capital Management LLC | 6,954,535 | +143,115 | $76.6M | -$7.7M | 2.1% |
| SHAPIRO CAPITAL MANAGEMENT LLC | 2,445,695 | +858,330 | $27.0M | +$7.3M | 54.1% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 5,951,203 | +101,120 | $65.6M | -$6.8M | 1.7% |
| MILLENNIUM MANAGEMENT LLC | 1,976,008 | +741,078 | $21.8M | +$6.5M | 60.0% |
| Verition Fund Management LLC | 990,222 | +574,560 | $10.9M | +$5.8M | 138.2% |
| Ophir Asset Management Pty Ltd | 3,771,695 | +844,661 | $41.6M | +$5.3M | 28.9% |
| OBERWEIS ASSET MANAGEMENT INC/ | 1,585,900 | +570,800 | $17.5M | +$4.9M | 56.2% |
| Sycale Advisors (NY) LLC | 1,876,046 | +566,930 | $20.7M | +$4.5M | 43.3% |
| BARCLAYS PLC | 752,941 | +439,263 | $7.8M | +$3.9M | 140.0% |
| STATE STREET CORP | 3,460,792 | +125,048 | $38.1M | -$3.2M | 3.7% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3,782,506 | +176,184 | $41.7M | -$3.0M | 4.9% |
| Nuveen, LLC | 1,504,218 | +373,067 | $16.6M | +$2.6M | 33.0% |
| SIMPLEX TRADING, LLC | 230,543 | +39,303 | $2.5M | +$2.5M | 20.6% |
| Voya Investment Management LLC | 2,017,428 | +419,772 | $22.2M | +$2.5M | 26.3% |
| SEI INVESTMENTS CO | 1,043,189 | +308,743 | $11.5M | +$2.4M | 42.0% |
| Uniplan Investment Counsel, Inc. | 364,505 | +229,300 | $4.0M | +$2.3M | 169.6% |
| Robertson Stephens Wealth Management, LLC | 489,835 | +212,360 | $5.4M | +$2.0M | 76.5% |
| Samjo Management, LLC | 1,973,015 | +353,115 | $21.7M | +$1.7M | 21.8% |
| IFC Advisors LLC | 2,907,799 | +184,819 | $32.0M | -$1.7M | 6.8% |
| Allspring Global Investments Holdings, LLC | 3,217,386 | +211,109 | $34.7M | -$1.6M | 7.0% |
| Penn Capital Management Company, LLC | 1,239,059 | +19,348 | $13.7M | -$1.4M | 1.6% |
| Senvest Management, LLC | 9,410,567 | +1,135,577 | $103.7M | +$1.3M | 13.7% |
| Nixon Capital, LLC | 840,660 | +2,533 | $9.3M | -$1.1M | 0.3% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 2,690,000 | +210,000 | $29.6M | -$1.1M | 8.5% |
| Lighthouse Investment Partners, LLC | 975,568 | +187,849 | $10.8M | +$998.8K | 23.8% |
| Squarepoint Ops LLC | 985,370 | +28,699 | $10.9M | -$984.8K | 3.0% |
| US BANCORP \DE\ | 70,963 | +65,334 | $782.0K | +$712.3K | 1160.7% |
| Silvercrest Asset Management Group LLC | 776,175 | +33,191 | $8.6M | -$644.7K | 4.5% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 135,621 | +56,070 | $1.5M | +$509.7K | 70.5% |
| MORGAN STANLEY | 1,984,894 | +177,996 | $21.9M | -$495.9K | 9.8% |
| STEPHENS INC /AR/ | 51,277 | +39,238 | $565.1K | +$416.0K | 325.9% |
| Trexquant Investment LP | 1,010,392 | +143,664 | $11.1M | +$404.4K | 16.6% |
| MARSHALL WACE, LLP | 375,587 | +68,305 | $4.1M | +$334.8K | 22.2% |
| Round Rock Advisors, LLC | 92,917 | +32,592 | $1.0M | +$292.5K | 54.0% |
| Rockefeller Capital Management L.P. | 201,451 | +346 | $2.2M | -$269.7K | 0.2% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 38,748 | +25,479 | $427.0K | +$262.7K | 192.0% |
| 1492 Capital Management LLC | 623,169 | +88,315 | $6.9M | +$245.8K | 16.5% |
| EMERALD ADVISERS, LLC | 87,417 | +26,743 | $963.3K | +$212.2K | 44.1% |
| Legal & General Group Plc | 632,040 | +86,491 | $7.0M | +$210.7K | 15.8% |
| Gerber Kawasaki Wealth & Investment Management | 230,629 | +7,328 | $2.6M | -$199.9K | 3.3% |
| CAPTRUST FINANCIAL ADVISORS | 55,295 | +21,965 | $609.4K | +$196.7K | 65.9% |
| Qube Research & Technologies Ltd | 139,092 | +802 | $1.5M | -$179.2K | 0.6% |
| Walleye Trading LLC | 81,890 | +22,990 | $902.4K | +$173.2K | 39.0% |
| D.A. DAVIDSON & CO. | 111,344 | +24,879 | $1.2M | +$156.6K | 28.8% |
| Clearstead Advisors, LLC | 12,655 | +12,638 | $139.5K | +$139.2K | 74341.2% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 23,869 | +11,914 | $263.0K | +$115.0K | 99.7% |
| INTECH INVESTMENT MANAGEMENT LLC | 96,434 | +19,142 | $1.1M | +$105.8K | 24.8% |
| Cerity Partners LLC | 75,070 | +34 | $827.3K | -$101.7K | 0.0% |
| Numerai GP LLC | 61,605 | +14,798 | $678.9K | +$99.4K | 31.6% |
| NBC SECURITIES, INC. | 90,682 | +2,254 | $999.3K | -$95.4K | 2.5% |
| Hodges Capital Management Inc. | 2,075,665 | +221,054 | $22.9M | -$86.3K | 11.9% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 46,083 | +10,925 | $507.8K | +$72.6K | 31.1% |
| OSAIC HOLDINGS, INC. | 19,162 | +8,392 | $211.2K | +$72.0K | 77.9% |
| MYDA Advisors LLC | 40,000 | +10,000 | $440.8K | +$69.4K | 33.3% |
| First Dallas Securities Inc. | 68,500 | +2,000 | $754.9K | -$68.4K | 3.0% |
| ADVISORY RESEARCH INC | 86,973 | +4,298 | $958.4K | -$65.1K | 5.2% |
| LPL Financial LLC | 246,337 | +32,219 | $2.7M | +$63.9K | 15.0% |
| ENVESTNET ASSET MANAGEMENT INC | 98,224 | +15,744 | $1.1M | +$61.3K | 19.1% |
| WISCONSIN CAPITAL MANAGEMENT LLC | 45,500 | +206 | $501.4K | -$59.3K | 0.5% |
| HighTower Advisors, LLC | 27,167 | +7,392 | $299.4K | +$54.6K | 37.4% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 49,141 | +1,029 | $541.5K | -$54.1K | 2.1% |
| Federation des caisses Desjardins du Quebec | 23,300 | +4,800 | $256.8K | +$27.7K | 25.9% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 106,171 | +13,642 | $1.2M | +$24.5K | 14.7% |
| MAI Capital Management | 6,920 | +2,660 | $76.3K | +$23.5K | 62.4% |
| Fiduciary Trust Co | 17,010 | +125 | $187.5K | -$21.6K | 0.7% |
| Caitong International Asset Management Co., Ltd | 1,730 | +1,553 | $19.1K | +$16.9K | 877.4% |
| OPPENHEIMER & CO INC | 21,250 | +3,550 | $234.2K | +$15.0K | 20.1% |
| Orion Porfolio Solutions, LLC | 10,755 | +24 | $118.5K | -$14.3K | 0.2% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,792 | +3,520 | $251.2K | +$12.6K | 18.3% |
| State of Wyoming | 13,613 | +710 | $150.0K | -$9.7K | 5.5% |
| GAMMA Investing LLC | 1,161 | +864 | $12.8K | +$9.1K | 290.9% |
| Sterling Capital Management LLC | 1,407 | +877 | $15.5K | +$8.9K | 165.5% |
| Pacer Advisors, Inc. | 11,830 | +780 | $130.4K | -$6.4K | 7.0% |
| PNC Financial Services Group, Inc. | 55,474 | +6,565 | $611.3K | +$5.8K | 13.4% |
| GABELLI FUNDS LLC | 51,000 | +6,000 | $562.0K | +$4.9K | 13.3% |
| JONES FINANCIAL COMPANIES LLLP | 1,694 | +25 | $18.7K | -$2.6K | 1.5% |
| HARBOR CAPITAL ADVISORS, INC. | 360,620 | +160,081 | $4.0K | +$1.5K | 79.8% |
| Smartleaf Asset Management LLC | 107 | +87 | $1.2K | +$949 | 435.0% |
| NATIONAL BANK OF CANADA /FI/ | 388 | +15 | $4.3K | -$342 | 4.0% |
| SG Americas Securities, LLC | 68,823 | +24,946 | $758 | +$215 | 56.9% |
| Main Management ETF Advisors, LLC | 163,647 | +1,672 | $1.8K | -$202 | 1.0% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 118,222 | +27,668 | $1.3K | +$182 | 30.6% |
| CIBC Private Wealth Group LLC | 375 | +55 | $4.1K | +$171 | 17.2% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 127,403 | +7,159 | $1.4K | -$85 | 6.0% |
| NATIXIS ADVISORS, LLC | 31,744 | +6,380 | $350 | +$36 | 25.1% |
| Covestor Ltd | 1,714 | +1,541 | $19 | +$17 | 890.8% |
| Farther Finance Advisors, LLC | 101 | +10 | $1.1K | -$14 | 11.0% |
| CWM, LLC | 8,373 | +164 | $92 | -$10 | 2.0% |
| HANTZ FINANCIAL SERVICES, INC. | 11 | +2 | $0 | $0 | 22.2% |
Reduced(121)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| FMR LLC | 10,837 | -4,532,798 | $119.4K | -$56.1M | -99.8% |
| GOLDMAN SACHS GROUP INC | 1,316,947 | -4,063,001 | $14.5M | -$52.1M | -75.5% |
| Invesco Ltd. | 1,638,866 | -3,318,395 | $18.1M | -$43.3M | -66.9% |
| JANE STREET GROUP, LLC | 262,600 | -1,926,570 | $2.9M | -$24.2M | -88.0% |
| D. E. Shaw & Co., Inc. | 181,505 | -1,724,210 | $2.0M | -$21.6M | -90.5% |
| Driehaus Capital Management LLC | 1,047,820 | -1,544,268 | $11.5M | -$20.5M | -59.6% |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 4,165,345 | -958,098 | $45.9M | -$17.5M | -18.7% |
| Global Alpha Capital Management Ltd. | 3,911,462 | -822,238 | $43.1M | -$15.5M | -17.4% |
| JPMORGAN CHASE & CO | 99,050 | -1,194,122 | $1.1M | -$14.9M | -92.3% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4,182,281 | -725,462 | $46.1M | -$14.7M | -14.8% |
| RENAISSANCE TECHNOLOGIES LLC | 583,000 | -1,057,700 | $6.4M | -$13.9M | -64.5% |
| Portolan Capital Management, LLC | 2,938,119 | -674,692 | $32.4M | -$12.3M | -18.7% |
| Granahan Investment Management, LLC | 7,853,872 | -123,300 | $86.5M | -$12.2M | -1.5% |
| NORTHERN TRUST CORP | 1,405,038 | -514,392 | $15.5M | -$8.3M | -26.8% |
| BANK OF AMERICA CORP /DE/ | 1,465,402 | -452,426 | $16.1M | -$7.6M | -23.6% |
| CASTLEARK MANAGEMENT LLC | 119,226 | -585,440 | $1.3M | -$7.4M | -83.1% |
| Sumitomo Mitsui Trust Group, Inc. | 2,360,129 | -277,836 | $26.0M | -$6.6M | -10.5% |
| Nikko Asset Management Americas, Inc. | 2,360,129 | -270,548 | $26.0M | -$6.6M | -10.3% |
| VICTORY CAPITAL MANAGEMENT INC | 457,910 | -446,735 | $5.0M | -$6.2M | -49.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 660,069 | -343,916 | $7.3M | -$5.2M | -34.3% |
| Russell Investments Group, Ltd. | 333,594 | -358,294 | $3.7M | -$4.9M | -51.8% |
| G2 Investment Partners Management LLC | 604,000 | -301,800 | $6.7M | -$4.6M | -33.3% |
| CITIGROUP INC | 322,717 | -295,426 | $3.6M | -$4.1M | -47.8% |
| ARK Investment Management LLC | 2,371,472 | -58,653 | $26.1M | -$4.0M | -2.4% |
| EXCHANGE TRADED CONCEPTS, LLC | 106,377 | -303,257 | $1.2M | -$3.9M | -74.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,536,148 | -23,901 | $27.9M | -$3.7M | -0.9% |
| RAYMOND JAMES FINANCIAL INC | 1,519,999 | -157,160 | $17.2M | -$3.6M | -9.4% |
| Roubaix Capital, LLC | 464,560 | -234,009 | $5.1M | -$3.5M | -33.5% |
| Bank of New York Mellon Corp | 2,053,851 | -58,778 | $22.6M | -$3.5M | -2.8% |
| COOKSON PEIRCE & CO INC | 80,150 | -259,266 | $883.3K | -$3.3M | -76.4% |
| VANGUARD GROUP INC | 1,481,218 | -35,070 | $16.3M | -$2.4M | -2.3% |
| Calamos Advisors LLC | 45,528 | -192,411 | $501.7K | -$2.4M | -80.9% |
| BNP PARIBAS FINANCIAL MARKETS | 49,658 | -188,808 | $547.2K | -$2.4M | -79.2% |
| NEW YORK STATE COMMON RETIREMENT FUND | 894,889 | -84,111 | $9.9M | -$2.3M | -8.6% |
| J. Goldman & Co LP | 653,582 | -106,834 | $7.2M | -$2.2M | -14.0% |
| Walleye Capital LLC | 112,698 | -136,849 | $1.2M | -$1.8M | -54.8% |
| WELLS FARGO & COMPANY/MN | 410,460 | -102,462 | $4.5M | -$1.8M | -20.0% |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | 847,672 | -52,039 | $9.3M | -$1.8M | -5.8% |
| GROUP ONE TRADING LLC | 147,400 | -126,870 | $1.6M | -$1.8M | -46.3% |
| Quantbot Technologies LP | 64,847 | -126,592 | $714.6K | -$1.7M | -66.1% |
| BOOTHBAY FUND MANAGEMENT, LLC | 129,749 | -116,779 | $1.4M | -$1.6M | -47.4% |
| CHANNEL WEALTH LLC | 260,950 | -95,468 | $2.9M | -$1.5M | -26.8% |
| Polar Asset Management Partners Inc. | 516,837 | -62,309 | $5.7M | -$1.5M | -10.8% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 809,234 | -10,874 | $8.9M | -$1.2M | -1.3% |
| RICE HALL JAMES & ASSOCIATES, LLC | 574,688 | -34,726 | $6.3M | -$1.2M | -5.7% |
| NOMURA HOLDINGS INC | 116,809 | -83,695 | $1.3M | -$1.2M | -41.7% |
| Jump Financial, LLC | 70,915 | -68,695 | $781.5K | -$946.9K | -49.2% |
| MOODY NATIONAL BANK TRUST DIVISION | 612,868 | -8,724 | $6.8M | -$941.5K | -1.4% |
| RHUMBLINE ADVISERS | 266,091 | -40,015 | $2.9M | -$857.3K | -13.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 542,993 | -692 | $6.0M | -$747.0K | -0.1% |
| K2 PRINCIPAL FUND, L.P. | 203,734 | -37,027 | $2.2M | -$735.5K | -15.4% |
| Royal Bank of Canada | 26,004 | -70,191 | $286.0K | -$697.0K | -73.0% |
| Schonfeld Strategic Advisors LLC | 57,790 | -47,135 | $636.8K | -$662.1K | -44.9% |
| ArrowMark Colorado Holdings LLC | 291,102 | -19,074 | $3.2M | -$632.0K | -6.1% |
| Shay Capital LLC | 38,000 | -45,000 | $418.8K | -$608.8K | -54.2% |
| Graham Capital Management, L.P. | 295,500 | -14,859 | $3.3M | -$585.8K | -4.8% |
| Moody Aldrich Partners LLC | 222,234 | -17,871 | $2.4M | -$523.5K | -7.4% |
| FORMULA GROWTH LTD | 276,720 | -9,000 | $3.0M | -$487.8K | -3.1% |
| Cetera Investment Advisers | 18,822 | -37,243 | $207.4K | -$486.7K | -66.4% |
| PEAK6 LLC | 83,155 | -28,631 | $916.4K | -$467.5K | -25.6% |
| KINGSWOOD WEALTH ADVISORS, LLC | 13,848 | -35,377 | $152.6K | -$456.8K | -71.9% |
| JENNISON ASSOCIATES LLC | 28,826 | -30,750 | $317.7K | -$419.9K | -51.6% |
| WHITE PINE CAPITAL LLC | 239,688 | -4,426 | $2.6M | -$380.8K | -1.8% |
| P.A.W. CAPITAL CORP | 240,000 | 0 | $2.6M | -$326.4K | 0.0% |
| Tower Research Capital LLC (TRC) | 2,789 | -23,922 | $30.7K | -$299.9K | -89.5% |
| FIRST TRUST ADVISORS LP | 23,713 | -18,320 | $261.3K | -$259.0K | -43.6% |
| MetLife Investment Management, LLC | 127,246 | -5,628 | $1.4M | -$242.7K | -4.2% |
| AMERIPRISE FINANCIAL INC | 82,547 | -8,664 | $909.7K | -$219.5K | -9.5% |
| Rock Creek Group, LP | 30,000 | -170,000 | $2.3M | -$192.7K | -85.0% |
| PRUDENTIAL FINANCIAL INC | 12,050 | -13,300 | $132.8K | -$181.0K | -52.5% |
| XTX Topco Ltd | 69,444 | -6,545 | $765.3K | -$175.5K | -8.6% |
| STIFEL FINANCIAL CORP | 56,942 | -7,492 | $627.5K | -$170.2K | -11.6% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 101,600 | -58 | $1.1M | -$138.9K | -0.1% |
| WESTERLY CAPITAL MANAGEMENT, LLC | 100,000 | 0 | $1.1M | -$136.0K | 0.0% |
| Police & Firemen's Retirement System of New Jersey | 57,973 | -3,322 | $638.9K | -$120.0K | -5.4% |
| ProShare Advisors LLC | 64,378 | -1,304 | $709.4K | -$103.7K | -2.0% |
| OneDigital Investment Advisors LLC | 59,025 | -1,122 | $650.5K | -$94.2K | -1.9% |
| Yorktown Management & Research Co Inc | 62,700 | 0 | $691.0K | -$85.3K | 0.0% |
| Moors & Cabot, Inc. | 11,150 | -5,475 | $122.9K | -$82.9K | -32.9% |
| PRINCIPAL FINANCIAL GROUP INC | 12,924 | -3,825 | $142.4K | -$64.9K | -22.8% |
| Mariner, LLC | 12,373 | -3,436 | $136.4K | -$59.3K | -21.7% |
| Aster Capital Management (DIFC) Ltd | 924 | -4,323 | $10.2K | -$54.8K | -82.4% |
| Canton Hathaway, LLC | 29,800 | 0 | $328.4K | -$40.6K | 0.0% |
| Teton Advisors, LLC | 20,000 | 0 | $220.4K | -$27.2K | 0.0% |
| Joel Isaacson & Co., LLC | 20,000 | 0 | $220.4K | -$27.2K | 0.0% |
| Ameritas Investment Partners, Inc. | 18,281 | 0 | $201.5K | -$24.9K | 0.0% |
| GAMCO INVESTORS, INC. ET AL | 18,250 | 0 | $201.1K | -$24.8K | 0.0% |
| XPONANCE, INC. | 17,024 | -86 | $187.6K | -$24.2K | -0.5% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 13,473 | -361 | $148.5K | -$22.8K | -2.6% |
| Vanguard Personalized Indexing Management, LLC | 13,878 | -253 | $152.9K | -$22.0K | -1.8% |
| M&T Bank Corp | 14,144 | -200 | $155.9K | -$21.7K | -1.4% |
| Sound Income Strategies, LLC | 10,000 | 0 | $98.9K | -$21.2K | 0.0% |
| HUB Investment Partners, LLC | 15,200 | -25 | $167.5K | -$21.0K | -0.2% |
| Steward Partners Investment Advisory, LLC | 13,328 | -42 | $146.9K | -$18.6K | -0.3% |
| MACKENZIE FINANCIAL CORP | 13,689 | -293 | $155.3K | -$17.8K | -2.1% |
| Americana Partners, LLC | 11,988 | -47 | $132.1K | -$16.9K | -0.4% |
| Optiver Holding B.V. | 1,068 | -476 | $11.8K | -$7.3K | -30.8% |
| SBI Securities Co., Ltd. | 1,663 | -410 | $18.3K | -$7.3K | -19.8% |
| NISA INVESTMENT ADVISORS, LLC | 2,199 | -245 | $24.2K | -$6.0K | -10.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,000 | 0 | $22.0K | -$2.7K | 0.0% |
| Geneos Wealth Management Inc. | 2,000 | 0 | $22.0K | -$2.7K | 0.0% |
| ROTHSCHILD INVESTMENT LLC | 101 | -184 | $1.1K | -$2.4K | -64.6% |
| LORD, ABBETT & CO. LLC | 324,779 | -158,863 | $3.6K | -$2.4K | -32.8% |
| HARBOUR INVESTMENTS, INC. | 1,100 | 0 | $12.1K | -$1.5K | 0.0% |
| ORG Partners LLC | 150 | -100 | $1.7K | -$1.4K | -40.0% |
| TFC Financial Management, Inc. | 998 | 0 | $11.0K | -$1.4K | 0.0% |
| Steigerwald, Gordon & Koch Inc. | 800 | 0 | $8.8K | -$1.1K | 0.0% |
| Parkside Financial Bank & Trust | 190 | -60 | $2.1K | -$1.0K | -24.0% |
| Colonial Trust Co / SC | 390 | 0 | $4.4K | -$804 | 0.0% |
| LRI Investments, LLC | 505 | 0 | $5.6K | -$686 | 0.0% |
| GW&K Investment Management, LLC | 331,487 | -15,223 | $3.7K | -$639 | -4.4% |
| WOLFF WIESE MAGANA LLC | 179 | 0 | $2.0K | -$244 | 0.0% |
| CENTAURUS FINANCIAL, INC. | 89,000 | -500 | $906 | -$129 | -0.6% |
| Global Retirement Partners, LLC | 70 | 0 | $771 | -$96 | 0.0% |
| Arete Wealth Advisors, LLC | 13,000 | -4,902 | $143 | -$79 | -27.4% |
| Bollard Group LLC | 44,140 | 0 | $486 | -$60 | 0.0% |
| AMALGAMATED BANK | 6,875 | -691 | $76 | -$18 | -9.1% |
| BESSEMER GROUP INC | 7,010 | 0 | $77 | -$10 | 0.0% |
| Atlantic Union Bankshares Corp | 2 | 0 | $27 | -$3 | 0.0% |
| Avion Wealth | 2,500 | 0 | $27 | -$3 | 0.0% |
| TUDOR INVESTMENT CORP ET AL | 147,807 | 0 | $1.8M | $0 | 0.0% |