13F QoQ Ownership Changes
HALO Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 113 new · 215 added · 281 reduced · 97 exited
New Positions(113)
Added To(215)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| NORGES BANK | 1,904,922 | +814,629 | $128.2M | +$65.8M | 74.7% |
| MIZUHO MARKETS AMERICAS LLC | 1,268,673 | +926,526 | $85.4M | +$60.3M | 270.8% |
| BlackRock, Inc. | 13,153,857 | +293,658 | $885.3M | -$57.9M | 2.3% |
| WELLS FARGO & COMPANY/MN | 1,405,517 | +819,857 | $94.6M | +$51.6M | 140.0% |
| MORGAN STANLEY | 2,658,299 | +920,699 | $178.9M | +$51.5M | 53.0% |
| JUPITER ASSET MANAGEMENT LTD | 1,569,559 | +768,976 | $105.6M | +$46.9M | 96.0% |
| BANK OF AMERICA CORP /DE/ | 2,733,832 | +757,646 | $184.0M | +$39.1M | 38.3% |
| Pacer Advisors, Inc. | 937,293 | +458,419 | $63.1M | +$28.0M | 95.7% |
| SEI INVESTMENTS CO | 901,144 | +440,152 | $60.6M | +$26.8M | 95.5% |
| Caisse de depot et placement du Quebec | 1,224,009 | +447,374 | $82.4M | +$25.4M | 57.6% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 733,562 | +406,595 | $49.4M | +$25.4M | 124.3% |
| STATE STREET CORP | 5,121,672 | +102,465 | $344.7M | -$23.4M | 2.0% |
| BANK OF MONTREAL /CAN/ | 784,267 | +368,651 | $52.8M | +$22.3M | 88.7% |
| NATIXIS | 467,508 | +341,936 | $31.5M | +$22.3M | 272.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,433,193 | +1,914 | $163.8M | -$14.6M | 0.1% |
| AMERICAN CENTURY COMPANIES INC | 380,409 | +208,853 | $25.6M | +$13.0M | 121.7% |
| AMERIPRISE FINANCIAL INC | 528,344 | +216,136 | $35.6M | +$12.7M | 69.2% |
| Corient Private Wealth LLC | 196,329 | +184,448 | $13.2M | +$12.3M | 1552.5% |
| MILLENNIUM MANAGEMENT LLC | 1,513,948 | +286,364 | $101.9M | +$11.9M | 23.3% |
| FIRST TRUST ADVISORS LP | 1,011,782 | +235,371 | $68.1M | +$11.2M | 30.3% |
| Gotham Asset Management, LLC | 439,708 | +186,774 | $29.6M | +$11.0M | 73.8% |
| DIMENSIONAL FUND ADVISORS LP | 2,104,157 | +25,731 | $141.6M | -$10.8M | 1.2% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1,095,916 | +14,842 | $70.8M | -$8.5M | 1.4% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 1,371,271 | +228,014 | $92.3M | +$8.4M | 19.9% |
| Hudson Bay Capital Management LP | 125,000 | +121,672 | $8.4M | +$8.2M | 3656.0% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1,379,575 | +8,391 | $92.8M | -$7.7M | 0.6% |
| Invesco Ltd. | 3,648,063 | +402,293 | $245.5M | +$7.5M | 12.4% |
| CANADA PENSION PLAN INVESTMENT BOARD | 363,100 | +129,900 | $24.4M | +$7.3M | 55.7% |
| AQR CAPITAL MANAGEMENT LLC | 1,158,359 | +189,848 | $78.0M | +$6.9M | 19.6% |
| Quantinno Capital Management LP | 132,921 | +96,888 | $8.9M | +$6.3M | 268.9% |
| SEGALL BRYANT & HAMILL, LLC | 307,224 | +90,655 | $20.7M | +$4.8M | 41.9% |
| MARSHALL WACE, LLP | 497,200 | +103,445 | $33.5M | +$4.6M | 26.3% |
| Walleye Capital LLC | 75,168 | +62,067 | $5.1M | +$4.1M | 473.8% |
| Candriam S.C.A. | 135,349 | +55,366 | $9.1M | +$3.2M | 69.2% |
| RENAISSANCE GROUP LLC | 481,152 | +2,417 | $32.4M | -$2.7M | 0.5% |
| FRANKLIN RESOURCES INC | 1,209,678 | +133,343 | $81.4M | +$2.5M | 12.4% |
| INTECH INVESTMENT MANAGEMENT LLC | 197,226 | +48,559 | $13.3M | +$2.4M | 32.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | 34,110 | +3,342 | $2.3M | +$2.3M | 10.9% |
| OMERS ADMINISTRATION Corp | 50,089 | +35,289 | $3.4M | +$2.3M | 238.4% |
| Bridgewater Associates, LP | 561,577 | +74,496 | $37.8M | +$2.1M | 15.3% |
| MetLife Investment Management, LLC | 401,731 | +60,062 | $27.0M | +$2.0M | 17.6% |
| PRUDENTIAL PLC | 70,250 | +31,077 | $4.7M | +$1.9M | 79.3% |
| Y-Intercept (Hong Kong) Ltd | 45,549 | +28,648 | $3.1M | +$1.8M | 169.5% |
| Capital World Investors | 879,874 | +48,218 | $59.2M | -$1.8M | 5.8% |
| Russell Investments Group, Ltd. | 307,805 | +2,208 | $20.7M | -$1.7M | 0.7% |
| Panoramic Capital, LLC | 122,416 | +32,990 | $8.2M | +$1.7M | 36.9% |
| Elo Mutual Pension Insurance Co | 47,384 | +25,829 | $3.2M | +$1.6M | 119.8% |
| Asset Management One Co., Ltd. | 24,844 | +23,140 | $1.7M | +$1.6M | 1358.0% |
| RAYMOND JAMES FINANCIAL INC | 282,934 | +1,487 | $19.1M | -$1.6M | 0.5% |
| Illinois Municipal Retirement Fund | 60,466 | +26,509 | $4.1M | +$1.6M | 78.1% |
| Squarepoint Ops LLC | 413,521 | +55,573 | $27.8M | +$1.6M | 15.5% |
| Edgestream Partners, L.P. | 107,039 | +27,670 | $7.2M | +$1.4M | 34.9% |
| Fisher Asset Management, LLC | 467,852 | +56,960 | $31.5M | +$1.4M | 13.9% |
| Cerity Partners LLC | 360,205 | +11,908 | $24.2M | -$1.3M | 3.4% |
| MACKENZIE FINANCIAL CORP | 57,623 | +22,292 | $3.9M | +$1.3M | 63.1% |
| HUSSMAN STRATEGIC ADVISORS, INC. | 52,500 | +21,000 | $3.5M | +$1.2M | 66.7% |
| Calamos Advisors LLC | 75,000 | +22,000 | $5.0M | +$1.2M | 41.5% |
| State of Tennessee, Department of Treasury | 57,516 | +16,105 | $4.1M | +$1.1M | 38.9% |
| Mariner, LLC | 94,576 | +22,413 | $6.4M | +$1.1M | 31.1% |
| KENNEDY CAPITAL MANAGEMENT LLC | 433,766 | +50,209 | $29.2M | +$1.1M | 13.1% |
| Boston Partners | 487,069 | +42,266 | $33.1M | +$1.0M | 9.5% |
| Tidal Investments LLC | 43,440 | +17,329 | $2.9M | +$1.0M | 66.4% |
| Future Fund LLC | 83,030 | +20,581 | $5.6M | +$1.0M | 33.0% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 76,102 | +17,665 | $5.1M | +$835.9K | 30.2% |
| CAPITAL FUND MANAGEMENT S.A. | 219,579 | +6,838 | $14.8M | -$824.8K | 3.2% |
| Nuveen, LLC | 699,891 | +46,770 | $47.1M | -$797.2K | 7.2% |
| Amundi | 20,148 | +11,170 | $1.4M | +$754.7K | 124.4% |
| Steamboat Capital Partners, LLC | 144,240 | +1,663 | $9.7M | -$749.2K | 1.2% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 202,149 | +6,690 | $13.6M | -$718.8K | 3.4% |
| NWAM LLC | 16,483 | +10,954 | $1.1M | +$715.5K | 198.1% |
| One Capital Management, LLC | 46,806 | +13,248 | $3.2M | +$688.9K | 39.5% |
| Focus Partners Wealth | 123,899 | +806 | $8.3M | -$672.8K | 0.7% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 137,139 | +1,574 | $9.3M | -$651.2K | 1.2% |
| PROFUND ADVISORS LLC | 36,100 | +11,469 | $2.4M | +$623.1K | 46.6% |
| Convergence Investment Partners, LLC | 30,851 | +10,766 | $2.1M | +$603.2K | 53.6% |
| COMMERCE BANK | 17,942 | +9,298 | $1.2M | +$573.5K | 107.6% |
| Vinva Investment Management Ltd | 16,811 | +6,283 | $1.7M | +$525.2K | 59.7% |
| VIRTUS ADVISERS, LLC | 10,760 | +8,070 | $689.9K | +$492.6K | 300.0% |
| Lansforsakringar Fondforvaltning AB (publ) | 16,268 | +7,292 | $1.1M | +$436.5K | 81.2% |
| FEDERATED HERMES, INC. | 1,574,621 | +123,917 | $106.0M | -$422.6K | 8.5% |
| State of Wyoming | 7,247 | +6,134 | $487.7K | +$406.1K | 551.1% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 66,487 | +247 | $4.5M | -$383.5K | 0.4% |
| Artemis Investment Management LLP | 114,596 | +14,638 | $7.7M | +$381.4K | 14.6% |
| PICTON MAHONEY ASSET MANAGEMENT | 5,665 | +5,646 | $381.3K | +$381.3K | 29715.8% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 141,148 | +6,518 | $9.5M | -$374.5K | 4.8% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 25,131 | +6,700 | $1.7M | +$339.6K | 36.4% |
| Hillsdale Investment Management Inc. | 107,450 | +13,450 | $7.2M | +$337.4K | 14.3% |
| Kestra Advisory Services, LLC | 11,706 | +4,885 | $787.8K | +$287.6K | 71.6% |
| Davidson Capital Management Inc. | 56,223 | +767 | $3.8M | -$283.3K | 1.4% |
| CAPTRUST FINANCIAL ADVISORS | 56,586 | +8,398 | $3.8M | +$274.1K | 17.4% |
| NewEdge Advisors, LLC | 11,576 | +4,643 | $779.1K | +$270.6K | 67.0% |
| Empower Advisory Group, LLC | 8,218 | +4,109 | $553.1K | +$251.7K | 100.0% |
| Sumitomo Mitsui Trust Group, Inc. | 8,500 | +4,100 | $572.0K | +$249.4K | 93.2% |
| ASSETMARK, INC | 137,415 | +14,568 | $9.2M | +$238.4K | 11.8% |
| Oliver Luxxe Assets LLC | 42,012 | +213 | $2.8M | -$238.1K | 0.5% |
| MARIETTA INVESTMENT PARTNERS LLC | 35,301 | +6,150 | $2.4M | +$237.8K | 21.1% |
| Torray Investment Partners LLC | 38,135 | +14 | $2.6M | -$229.3K | 0.0% |
| AlphaCore Capital LLC | 41,511 | +377 | $2.8M | -$223.1K | 0.9% |
| Belpointe Asset Management LLC | 7,965 | +3,677 | $536.0K | +$221.6K | 85.8% |
| Spire Wealth Management | 8,676 | +3,720 | $583.9K | +$220.4K | 75.1% |
| NorthCrest Asset Manangement, LLC | 31,414 | +861 | $2.2M | +$219.6K | 2.8% |
| WELLINGTON MANAGEMENT GROUP LLP | 37,241 | +109 | $2.5M | -$216.9K | 0.3% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 21,133 | +1,383 | $1.5M | +$207.2K | 7.0% |
| Moran Wealth Management, LLC | 35,596 | +151 | $2.4M | -$203.9K | 0.4% |
| Summit Trail Advisors, LLC | 6,606 | +3,125 | $444.6K | +$189.3K | 89.8% |
| GUGGENHEIM CAPITAL LLC | 52,315 | +6,745 | $3.5M | +$178.7K | 14.8% |
| Arkadios Wealth Advisors | 20,474 | +4,088 | $1.4M | +$176.2K | 24.9% |
| COMERICA BANK | 67,005 | +7,830 | $4.5M | +$169.5K | 13.2% |
| Empowered Funds, LLC | 510,949 | +39,825 | $34.4M | -$165.4K | 8.4% |
| Horizon Investment Services, LLC | 30,712 | +422 | $2.1M | -$154.6K | 1.4% |
| Brandywine Global Investment Management, LLC | 81,836 | +8,823 | $5.5M | +$152.8K | 12.1% |
| BROWN ADVISORY INC | 35,870 | +905 | $2.4M | -$150.3K | 2.6% |
| LPL Financial LLC | 210,320 | +15,376 | $14.2M | -$142.6K | 7.9% |
| Virtus Investment Advisers, LLC | 10,984 | +2,836 | $739.2K | +$141.6K | 34.8% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 26,310 | +238 | $1.8M | -$141.5K | 0.9% |
| ZACKS INVESTMENT MANAGEMENT | 26,431 | +310 | $1.8M | -$136.9K | 1.2% |
| RITHOLTZ WEALTH MANAGEMENT | 11,272 | +2,525 | $758.6K | +$117.1K | 28.9% |
| KLP KAPITALFORVALTNING AS | 26,300 | +600 | $1.8M | -$114.8K | 2.3% |
| Swedbank AB | 162,062 | +14,900 | $10.9M | +$113.9K | 10.1% |
| Sugar Maple Asset Management, LLC | 12,800 | +2,500 | $861.4K | +$106.0K | 24.3% |
| EXCHANGE TRADED CONCEPTS, LLC | 15,528 | +2,656 | $1.0M | +$101.0K | 20.6% |
| Diversify Advisory Services, LLC | 8,573 | +832 | $610.5K | +$98.0K | 10.7% |
| FMR LLC | 21,183 | +429 | $1.4M | -$96.5K | 2.1% |
| Koa Wealth Management, LLC | 93,108 | +6,465 | $6.3M | -$88.2K | 7.5% |
| Verity Asset Management, Inc. | 53,118 | +5,506 | $3.6M | +$83.0K | 11.6% |
| SBI Securities Co., Ltd. | 1,447 | +1,128 | $97.4K | +$74.0K | 353.6% |
| Sigma Planning Corp | 9,592 | +1,741 | $645.5K | +$69.8K | 22.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,460 | +1,020 | $98.3K | +$66.0K | 231.8% |
| SHELTON WEALTH MANAGEMENT, LLC | 21,212 | +915 | $1.4M | -$61.0K | 4.5% |
| Geneos Wealth Management Inc. | 12,499 | +200 | $841.2K | -$60.8K | 1.6% |
| Pictet Asset Management Holding SA | 18,736 | +727 | $1.3M | -$59.8K | 4.0% |
| AZZAD ASSET MANAGEMENT INC /ADV | 12,121 | +191 | $815.7K | -$59.2K | 1.6% |
| Baird Financial Group, Inc. | 10,603 | +68 | $713.6K | -$59.1K | 0.6% |
| Sequoia Financial Advisors, LLC | 5,148 | +1,212 | $346.5K | +$57.8K | 30.8% |
| TECTONIC ADVISORS LLC | 17,231 | +667 | $1.2M | -$55.2K | 4.0% |
| PRINCIPAL SECURITIES, INC. | 3,785 | +1,006 | $254.7K | +$50.9K | 36.2% |
| Sowell Financial Services LLC | 9,154 | +74 | $616.1K | -$49.9K | 0.8% |
| Envestnet Portfolio Solutions, Inc. | 14,028 | +485 | $944.1K | -$49.2K | 3.6% |
| Portside Wealth Group, LLC | 8,501 | +69 | $572.1K | -$46.3K | 0.8% |
| Cardinal Capital Management | 18,689 | +921 | $1.3M | -$45.3K | 5.2% |
| Sterling Capital Management LLC | 830 | +644 | $55.9K | +$42.2K | 346.2% |
| Aster Capital Management (DIFC) Ltd | 2,566 | +742 | $172.7K | +$38.9K | 40.7% |
| Net Worth Advisory Group | 6,817 | +1,062 | $458.8K | +$36.7K | 18.4% |
| FIRST CITIZENS BANK & TRUST CO | 8,913 | +242 | $599.8K | -$36.1K | 2.8% |
| Rockefeller Capital Management L.P. | 5,586 | +946 | $375.9K | +$35.6K | 20.4% |
| INTRUST BANK NA | 6,625 | +60 | $445.9K | -$35.6K | 0.9% |
| Global Retirement Partners, LLC | 2,046 | +633 | $137.7K | +$34.1K | 44.8% |
| Ashton Thomas Private Wealth, LLC | 9,586 | +343 | $645.1K | -$32.7K | 3.7% |
| LECAP ASSET MANAGEMENT LTD | 9,163 | +1,200 | $616.7K | +$32.7K | 15.1% |
| ALPS ADVISORS INC | 5,992 | +66 | $403.3K | -$31.4K | 1.1% |
| MML INVESTORS SERVICES, LLC | 11,414 | +532 | $768.2K | -$29.9K | 4.9% |
| BTC Capital Management, Inc. | 6,379 | +112 | $429.9K | -$29.8K | 1.8% |
| QRG CAPITAL MANAGEMENT, INC. | 6,253 | +877 | $420.8K | +$26.6K | 16.3% |
| FIRST HORIZON CORP | 1,223 | +453 | $82.3K | +$25.8K | 58.8% |
| Financiere des Professionnels - Fonds d,investissement inc. | 13,163 | +1,424 | $885.9K | +$24.9K | 12.1% |
| Miracle Mile Advisors, LLC | 4,634 | +45 | $311.9K | -$24.7K | 1.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 16,059 | +1,645 | $1.1M | +$23.6K | 11.4% |
| HARBOUR INVESTMENTS, INC. | 616 | +372 | $41.5K | +$23.6K | 152.4% |
| Clearstead Advisors, LLC | 842 | +331 | $56.7K | +$19.2K | 64.8% |
| Federation des caisses Desjardins du Quebec | 9,278 | +1,016 | $624.4K | +$18.5K | 12.3% |
| Archford Capital Strategies, LLC | 4,156 | +91 | $279.7K | -$18.4K | 2.2% |
| Legacy Wealth Asset Management, LLC | 3,689 | +59 | $248.3K | -$18.0K | 1.6% |
| Encompass More Asset Management | 4,038 | +105 | $271.8K | -$16.7K | 2.7% |
| ST GERMAIN D J CO INC | 2,628 | +432 | $176.9K | +$15.8K | 19.7% |
| RETIREMENT GUYS FORMULA LLC | 3,092 | +53 | $208.1K | -$14.8K | 1.7% |
| Parkside Financial Bank & Trust | 3,759 | +111 | $253.0K | -$14.6K | 3.0% |
| PZENA INVESTMENT MANAGEMENT LLC | 4,278 | +171 | $287.9K | -$13.3K | 4.2% |
| StoneX Group Inc. | 3,650 | +132 | $245.6K | -$12.4K | 3.8% |
| Farther Finance Advisors, LLC | 12,415 | +861 | $835.5K | -$11.8K | 7.5% |
| Handelsbanken Fonder AB | 591,869 | +203,500 | $39.8K | +$11.3K | 52.4% |
| Smartleaf Asset Management LLC | 1,399 | +251 | $94.7K | +$10.6K | 21.9% |
| Abel Hall, LLC | 3,216 | +129 | $216.4K | -$10.0K | 4.2% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 146,970 | +145,729 | $9.9K | +$9.8K | 11742.9% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 20,634 | +1,571 | $1.4M | -$9.4K | 8.2% |
| STIFEL FINANCIAL CORP | 18,848 | +1,444 | $1.3M | -$7.9K | 8.3% |
| Measured Wealth Private Client Group, LLC | 365 | +124 | $24.6K | +$6.9K | 51.5% |
| UMB Bank, n.a. | 1,296 | +200 | $87.2K | +$6.8K | 18.2% |
| LSV ASSET MANAGEMENT | 1,301,055 | +35,028 | $87.6K | -$5.3K | 2.8% |
| Mirae Asset Global Investments Co., Ltd. | 5,714 | +537 | $384.6K | +$4.9K | 10.4% |
| Integrated Wealth Concepts LLC | 3,563 | +228 | $239.8K | -$4.8K | 6.8% |
| GAMMA Investing LLC | 4,024 | +266 | $270.8K | -$4.8K | 7.1% |
| SIGNATUREFD, LLC | 1,104 | +27 | $74.3K | -$4.7K | 2.5% |
| JONES FINANCIAL COMPANIES LLLP | 2,568 | +286 | $172.8K | +$4.6K | 12.5% |
| Smith Group Asset Management, LLC | 8,112 | +722 | $545.9K | +$4.0K | 9.8% |
| Prestige Wealth Management Group LLC | 84 | +70 | $4.9K | +$3.8K | 500.0% |
| ProShare Advisors LLC | 9,909 | +767 | $666.9K | -$3.6K | 8.4% |
| FIFTH THIRD BANCORP | 1,582 | +84 | $106.5K | -$3.4K | 5.6% |
| AMERICAN NATIONAL BANK & TRUST | 360 | +62 | $24.2K | +$2.4K | 20.8% |
| MJT & Associates Financial Advisory Group, Inc. | 76 | +38 | $5.1K | +$2.3K | 100.0% |
| Legacy Wealth Managment, LLC/ID | 159 | +44 | $10.7K | +$2.3K | 38.3% |
| Allspring Global Investments Holdings, LLC | 29,938 | +1,821 | $2.1M | -$2.1K | 6.5% |
| Transamerica Financial Advisors, LLC | 41 | +27 | $2.8K | +$1.7K | 192.8% |
| SJS Investment Consulting Inc. | 30 | +19 | $2.0K | +$1.2K | 172.7% |
| Redwood Investment Management, LLC | 35,658 | +19,416 | $2.4K | +$1.2K | 119.5% |
| TFC Financial Management, Inc. | 211 | +1 | $14.2K | -$1.2K | 0.5% |
| HFM Investment Advisors, LLC | 25 | +18 | $1.7K | +$1.2K | 257.1% |
| JFS WEALTH ADVISORS, LLC | 91 | +22 | $6.1K | +$1.1K | 31.9% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 125,968 | +853 | $8.5K | -$698 | 0.7% |
| Root Financial Partners, LLC | 378 | +39 | $25.4K | +$577 | 11.5% |
| Cullen/Frost Bankers, Inc. | 188 | +8 | $12.7K | -$549 | 4.4% |
| SG Americas Securities, LLC | 35,093 | +9,260 | $2.4K | +$467 | 35.8% |
| AMALGAMATED BANK | 57,483 | +67 | $3.9K | -$342 | 0.1% |
| Daiwa Securities Group Inc. | 19,394 | +6,049 | $1.3K | +$326 | 45.3% |
| TD PRIVATE CLIENT WEALTH LLC | 54 | +2 | $3.6K | -$180 | 3.8% |
| Bay Harbor Wealth Management, LLC | 11 | +3 | $740 | +$154 | 37.5% |
| Retirement Wealth Solutions LLC | 23 | +4 | $1.5K | +$154 | 21.1% |
| CENTAURUS FINANCIAL, INC. | 22,480 | +187 | $1.5K | -$122 | 0.8% |
| Financial Management Professionals, Inc. | 6 | +2 | $404 | +$111 | 50.0% |
| Janney Montgomery Scott LLC | 25,171 | +874 | $1.7K | -$88 | 3.6% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 21,707 | +717 | $1.5K | -$79 | 3.4% |
| State of Alaska, Department of Revenue | 66,909 | +6,344 | $4.5K | +$60 | 10.5% |
| VAN ECK ASSOCIATES CORP | 8,713 | +415 | $586 | -$23 | 5.0% |
| Cambridge Investment Research Advisors, Inc. | 7,416 | +366 | $499 | -$18 | 5.2% |
| BESSEMER GROUP INC | 702 | +158 | $47 | +$7 | 29.0% |
| Bruce G. Allen Investments, LLC | 12 | +1 | $808 | +$1 | 9.1% |