13F QoQ Ownership Changes
LNT Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 121 new · 303 added · 405 reduced · 74 exited
New Positions(121)
Added To(303)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| REAVES W H & CO INC | 3,057,253 | +1,278,166 | $198.8M | +$78.8M | 71.8% |
| VANGUARD GROUP INC | 33,785,294 | +383,612 | $2.20B | -$55.2M | 1.1% |
| FMR LLC | 2,312,362 | +896,457 | $150.3M | +$54.9M | 63.3% |
| JENNISON ASSOCIATES LLC | 1,805,214 | +867,256 | $117.4M | +$54.1M | 92.5% |
| TORONTO DOMINION BANK | 890,230 | +717,273 | $57.9M | +$46.2M | 414.7% |
| BlackRock, Inc. | 24,325,896 | +293,926 | $1.58B | -$38.6M | 1.2% |
| Magellan Asset Management Ltd | 2,180,425 | +626,730 | $141.7M | +$37.0M | 40.3% |
| D. E. Shaw & Co., Inc. | 536,460 | +451,500 | $34.9M | +$29.1M | 531.4% |
| UBS Group AG | 1,150,399 | +368,493 | $74.8M | +$22.1M | 47.1% |
| BANK OF AMERICA CORP /DE/ | 3,742,361 | +390,570 | $243.3M | +$17.3M | 11.7% |
| TWO SIGMA INVESTMENTS, LP | 240,943 | +228,493 | $15.7M | +$14.8M | 1835.3% |
| STATE STREET CORP | 16,881,617 | +386,060 | $1.10B | -$14.5M | 2.3% |
| Aventail Capital Group, LP | 440,362 | +195,637 | $28.6M | +$12.1M | 79.9% |
| JANUS HENDERSON GROUP PLC | 11,134,938 | +223,793 | $723.9M | -$11.6M | 2.0% |
| ALLIANCEBERNSTEIN L.P. | 1,098,751 | +202,411 | $71.4M | +$11.0M | 22.6% |
| RENAISSANCE TECHNOLOGIES LLC | 421,400 | +161,000 | $27.4M | +$9.8M | 61.8% |
| Assenagon Asset Management S.A. | 255,377 | +150,663 | $16.6M | +$9.5M | 143.9% |
| Sourcerock Group LLC | 299,473 | +149,473 | $19.5M | +$9.4M | 99.6% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 869,740 | +163,165 | $56.5M | +$8.9M | 23.1% |
| CITIGROUP INC | 432,007 | +142,820 | $28.1M | +$8.6M | 49.4% |
| FRANKLIN RESOURCES INC | 3,684,906 | +4,295 | $239.6M | -$8.5M | 0.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 7,071,908 | +128,998 | $458.1M | -$8.2M | 1.9% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 630,410 | +139,109 | $41.0M | +$7.9M | 28.3% |
| JPMORGAN CHASE & CO | 1,486,355 | +167,970 | $96.6M | +$7.8M | 12.7% |
| Gotham Asset Management, LLC | 352,423 | +124,419 | $22.9M | +$7.5M | 54.6% |
| CIBC Private Wealth Group LLC | 264,217 | +120,041 | $17.2M | +$7.5M | 83.3% |
| BANK OF NOVA SCOTIA | 147,162 | +115,537 | $9.6M | +$7.4M | 365.3% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 7,173,906 | +167,581 | $466.4M | -$5.9M | 2.4% |
| JANE STREET GROUP, LLC | 128,666 | +89,294 | $8.4M | +$5.7M | 226.8% |
| CREDIT AGRICOLE S A | 88,511 | +78,886 | $5.8M | +$5.1M | 819.6% |
| HITE Hedge Asset Management LLC | 500,591 | +91,062 | $32.5M | +$4.9M | 22.2% |
| Resolution Capital Ltd | 198,428 | +79,585 | $12.9M | +$4.9M | 67.0% |
| Pictet Asset Management Holding SA | 4,067,962 | +215,188 | $264.5M | +$4.7M | 5.6% |
| HARBOUR INVESTMENTS, INC. | 154,850 | +72,934 | $10.1M | +$4.5M | 89.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,327,921 | +19,206 | $151.3M | -$4.3M | 0.8% |
| IFM Investors Pty Ltd | 57,868 | +228 | $3.8K | -$3.8M | 0.4% |
| AMERIPRISE FINANCIAL INC | 287,036 | +59,210 | $18.7M | +$3.3M | 26.0% |
| Amundi | 575,242 | +68,238 | $37.4M | +$2.9M | 13.4% |
| SEI INVESTMENTS CO | 245,652 | +50,704 | $16.0M | +$2.8M | 26.0% |
| SummitTX Capital, L.P. | 163,465 | +46,711 | $10.6M | +$2.8M | 40.0% |
| GOLDMAN SACHS GROUP INC | 1,094,144 | +73,000 | $71.1M | +$2.3M | 7.1% |
| Illinois Municipal Retirement Fund | 83,815 | +35,692 | $5.4M | +$2.2M | 74.2% |
| Qsemble Capital Management, LP | 53,642 | +34,601 | $3.5M | +$2.2M | 181.7% |
| BOOTHBAY FUND MANAGEMENT, LLC | 69,592 | +35,163 | $4.5M | +$2.2M | 102.1% |
| Creative Planning | 149,756 | +37,215 | $9.7M | +$2.1M | 33.1% |
| AlphaQuest LLC | 52,354 | +32,860 | $3.4M | +$2.1M | 168.6% |
| Merit Financial Group, LLC | 44,187 | +32,300 | $2.9M | +$2.1M | 271.7% |
| Kestra Advisory Services, LLC | 45,979 | +31,000 | $3.0M | +$2.0M | 206.9% |
| LPL Financial LLC | 794,730 | +460 | $51.7M | -$1.9M | 0.1% |
| VIRTUS ADVISERS, LLC | 36,456 | +27,342 | $2.3M | +$1.7M | 300.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 173,595 | +31,742 | $11.3M | +$1.7M | 22.4% |
| NATIONAL BANK OF CANADA /FI/ | 113,533 | +27,388 | $7.4M | +$1.6M | 31.8% |
| BNP PARIBAS FINANCIAL MARKETS | 469,689 | +36,634 | $30.5M | +$1.3M | 8.4% |
| BANK OF MONTREAL /CAN/ | 210,918 | +26,925 | $13.7M | +$1.3M | 14.6% |
| Hills Bank & Trust Co | 71,979 | +21,255 | $4.7M | +$1.3M | 41.9% |
| B. Metzler seel. Sohn & Co. AG | 65,739 | +20,860 | $4.3M | +$1.2M | 46.5% |
| AMES NATIONAL CORP | 22,418 | +18,133 | $1.5M | +$1.2M | 423.2% |
| Sagefield Capital LP | 106,850 | +20,723 | $6.9M | +$1.1M | 24.1% |
| CIBC Asset Management Inc | 232,310 | +24,246 | $15.1M | +$1.1M | 11.7% |
| DEUTSCHE BANK AG\ | 682,914 | +8,689 | $44.4M | -$1.1M | 1.3% |
| GATEWAY INVESTMENT ADVISERS LLC | 316,407 | +26,638 | $20.6M | +$1.0M | 9.2% |
| Quantinno Capital Management LP | 124,705 | +19,504 | $8.1M | +$1.0M | 18.5% |
| Quantbot Technologies LP | 16,187 | +15,390 | $1.1M | +$998.6K | 1931.0% |
| Hudson Bay Capital Management LP | 531,559 | +5,505 | $34.6M | -$904.6K | 1.0% |
| Pacer Advisors, Inc. | 36,014 | +14,361 | $2.3M | +$881.6K | 66.3% |
| GUGGENHEIM CAPITAL LLC | 90,523 | +16,041 | $5.9M | +$864.1K | 21.5% |
| GABELLI FUNDS LLC | 352,895 | +1,055 | $22.9M | -$775.8K | 0.3% |
| JONES FINANCIAL COMPANIES LLLP | 107,052 | +11,653 | $7.0M | +$646.6K | 12.2% |
| Woodline Partners LP | 43,856 | +9,895 | $2.9M | +$561.8K | 29.1% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 103,169 | +11,697 | $6.7M | +$540.9K | 12.8% |
| Pathstone Holdings, LLC | 40,395 | +9,289 | $2.6M | +$529.3K | 29.9% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 65,497 | +10,117 | $4.3M | +$524.8K | 18.3% |
| ALLSTATE CORP | 17,648 | +8,175 | $1.1M | +$508.7K | 86.3% |
| Mirae Asset Global Investments Co., Ltd. | 43,872 | +8,908 | $2.9M | +$495.2K | 25.5% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 8,393,496 | +7,460,117 | $545.7K | +$482.7K | 799.3% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 45,510 | +8,592 | $3.0M | +$470.0K | 23.3% |
| RAYMOND JAMES FINANCIAL INC | 269,635 | +2,800 | $17.5M | -$458.4K | 1.0% |
| ALPS ADVISORS INC | 20,276 | +6,760 | $1.3M | +$407.0K | 50.0% |
| AMERICAN CENTURY COMPANIES INC | 65,622 | +8,365 | $4.3M | +$406.4K | 14.6% |
| Rakuten Investment Management, Inc. | 33,812 | +23,479 | $2.2M | +$403.3K | 227.2% |
| MUFG Securities EMEA plc | 10,547 | +5,628 | $685.7K | +$354.1K | 114.4% |
| WESTPAC BANKING CORP | 20,610 | +5,869 | $1.3M | +$346.2K | 39.8% |
| Quantum Portfolio Management LLC | 8,594 | +5,338 | $558.7K | +$339.2K | 163.9% |
| NISA INVESTMENT ADVISORS, LLC | 199,794 | +2,218 | $13.0M | -$330.0K | 1.1% |
| Sequoia Financial Advisors, LLC | 29,455 | +5,702 | $1.9M | +$313.7K | 24.0% |
| Investment Management Corp of Ontario | 17,291 | +5,249 | $1.1M | +$312.3K | 43.6% |
| Rockefeller Capital Management L.P. | 19,078 | +5,095 | $1.2M | +$297.6K | 36.4% |
| WESTWOOD HOLDINGS GROUP INC | 144,295 | +787 | $9.4M | -$293.4K | 0.5% |
| Wealthfront Advisers LLC | 94,325 | +7,599 | $6.1M | +$285.9K | 8.8% |
| NEOS Investment Management LLC | 29,150 | +4,967 | $1.9M | +$264.9K | 20.5% |
| OVERSEA-CHINESE BANKING Corp Ltd | 10,201 | +4,201 | $663.2K | +$258.7K | 70.0% |
| Energy Income Partners, LLC | 802,252 | +32,001 | $52.2M | +$231.8K | 4.2% |
| Wealth Watch Advisors, INC | 3,439 | +3,287 | $223.6K | +$213.3K | 2162.5% |
| National Pension Service | 10,284 | +3,448 | $668.6K | +$207.7K | 50.4% |
| Farther Finance Advisors, LLC | 9,506 | +3,292 | $618.0K | +$199.1K | 53.0% |
| Hennion & Walsh Asset Management, Inc. | 42,604 | +4,228 | $2.8M | +$182.8K | 11.0% |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 82,341 | +278 | $5.4M | -$178.9K | 0.3% |
| Aberdeen Group plc | 86,551 | +452 | $5.6M | -$177.3K | 0.5% |
| MONEY CONCEPTS CAPITAL CORP | 77,983 | +5,226 | $5.1M | +$165.1K | 7.2% |
| QUADRANT CAPITAL GROUP LLC | 11,871 | +2,754 | $771.7K | +$157.2K | 30.2% |
| Summit Trail Advisors, LLC | 13,779 | +2,811 | $895.8K | +$156.4K | 25.6% |
| Focus Partners Wealth | 10,915 | +5,201 | $712.3K | +$155.9K | 91.0% |
| LMR Partners LLP | 15,732 | +2,758 | $1.0M | +$148.2K | 21.3% |
| AE Wealth Management LLC | 21,815 | +2,951 | $1.4M | +$146.5K | 15.6% |
| Orion Porfolio Solutions, LLC | 95,949 | +5,429 | $6.2M | +$135.7K | 6.0% |
| J.W. COLE ADVISORS, INC. | 50,124 | +5,107 | $3.2M | +$135.5K | 11.3% |
| City State Bank | 72,576 | +581 | $4.7M | -$135.0K | 0.8% |
| Ransom Advisory, Ltd | 3,609 | +2,406 | $205.4K | +$124.3K | 200.0% |
| JNBA Financial Advisors | 2,161 | +1,904 | $140.5K | +$123.2K | 740.9% |
| Accel Wealth Management | 8,135 | +2,071 | $528.9K | +$120.1K | 34.1% |
| ProShare Advisors LLC | 49,154 | +3,518 | $3.2M | +$119.2K | 7.7% |
| UMB Bank, n.a. | 16,046 | +2,285 | $1.0M | +$115.5K | 16.6% |
| Avantax Planning Partners, Inc. | 28,148 | +2,586 | $1.8M | +$106.8K | 10.1% |
| MACQUARIE GROUP LTD | 187,542 | +5,108 | $12.2M | -$105.8K | 2.8% |
| Moors & Cabot, Inc. | 5,940 | +1,765 | $386.1K | +$104.7K | 42.3% |
| Cetera Investment Advisers | 195,956 | +8,493 | $12.7M | +$102.1K | 4.5% |
| PNC Financial Services Group, Inc. | 49,388 | +248 | $3.2M | -$101.8K | 0.5% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 541,724 | +13,185 | $35.5M | -$97.1K | 2.5% |
| Corient Private Wealth LLC | 38,602 | +3,648 | $2.5M | +$97.0K | 10.4% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 79,195 | +4,228 | $5.1M | +$94.9K | 5.6% |
| &PARTNERS | 16,930 | +1,967 | $1.1M | +$91.9K | 13.1% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 86,783 | +1,740 | $5.6M | -$91.0K | 2.0% |
| Waverly Advisors, LLC | 5,980 | +1,521 | $388.8K | +$88.2K | 34.1% |
| MORTON COMMUNITY BANK | 69,593 | +2,260 | $4.6M | +$87.7K | 3.4% |
| MERCER GLOBAL ADVISORS INC /ADV | 33,360 | +2,484 | $2.2M | +$87.3K | 8.0% |
| Callan Family Office, LLC | 6,617 | +1,497 | $430.2K | +$85.0K | 29.2% |
| BROWN BROTHERS HARRIMAN & CO | 2,187 | +1,337 | $142.2K | +$84.9K | 157.3% |
| Delos Wealth Advisors, LLC | 67,812 | +1,172 | $4.4M | -$83.7K | 1.8% |
| MIZUHO SECURITIES USA LLC | 18,717 | +1 | $1.3M | +$82.4K | 0.0% |
| Canada Post Corp Registered Pension Plan | 5,543 | +1,360 | $360.4K | +$81.0K | 32.5% |
| MAI Capital Management | 1,764 | +1,218 | $114.7K | +$77.9K | 223.1% |
| Equitable Holdings, Inc. | 5,841 | +1,362 | $379.7K | +$77.8K | 30.4% |
| Foundations Investment Advisors, LLC | 8,730 | +1,416 | $567.5K | +$74.4K | 19.4% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 51,481 | +752 | $3.3M | -$72.9K | 1.5% |
| Aquatic Capital Management LLC | 48,397 | +685 | $3.1M | -$70.0K | 1.4% |
| MACKENZIE FINANCIAL CORP | 28,724 | +1,936 | $1.9M | +$69.6K | 7.2% |
| MILLER HOWARD INVESTMENTS INC /NY | 27,815 | +2,015 | $1.8M | +$69.1K | 7.8% |
| United Asset Strategies, Inc. | 78,449 | +1,777 | $5.1M | -$68.4K | 2.3% |
| SUMMIT SECURITIES GROUP LLC | 1,457 | +1,014 | $94.7K | +$64.9K | 228.9% |
| COHEN & STEERS, INC. | 3,614,890 | +1,063,268 | $235.0K | +$63.0K | 41.7% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 35,669 | +360 | $2.3M | -$61.3K | 1.0% |
| GWN SECURITIES INC. | 56,732 | +3,081 | $3.7M | +$60.7K | 5.7% |
| Parallel Advisors, LLC | 2,836 | +987 | $184.4K | +$59.8K | 53.4% |
| Apella Capital, LLC | 6,094 | +1,109 | $396.2K | +$59.2K | 22.2% |
| NewEdge Advisors, LLC | 26,538 | +75 | $1.7M | -$58.6K | 0.3% |
| Everstar Asset Management, LLC | 15,898 | +1,400 | $1.0M | +$56.2K | 9.7% |
| Meeder Advisory Services, Inc. | 14,394 | +1,343 | $935.8K | +$56.0K | 10.3% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2,515 | +865 | $163.5K | +$52.3K | 52.4% |
| RMG Wealth Management LLC | 9,967 | +958 | $664.3K | +$49.5K | 10.6% |
| North Star Investment Management Corp. | 21,167 | +23 | $1.4M | -$49.3K | 0.1% |
| TRUIST FINANCIAL CORP | 30,717 | +437 | $2.0M | -$44.3K | 1.4% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 33,387 | +548 | $2.2M | -$43.2K | 1.7% |
| Prestige Wealth Management Group LLC | 858 | +715 | $51.9K | +$42.3K | 500.0% |
| Ashton Thomas Private Wealth, LLC | 6,876 | +852 | $447.0K | +$40.9K | 14.1% |
| Wealthspire Advisors, LLC | 9,816 | +956 | $638.1K | +$40.9K | 10.8% |
| Sound Income Strategies, LLC | 816 | +600 | $55.0K | +$40.5K | 277.8% |
| PFG Investments, LLC | 19,341 | +115 | $1.3M | -$38.7K | 0.6% |
| HB Wealth Management, LLC | 9,803 | +917 | $637.3K | +$38.3K | 10.3% |
| Transamerica Financial Advisors, LLC | 1,057 | +591 | $68.7K | +$37.3K | 126.8% |
| Federation des caisses Desjardins du Quebec | 7,515 | +810 | $488.6K | +$36.6K | 12.1% |
| Strategic Blueprint, LLC | 22,453 | +259 | $1.5M | -$36.4K | 1.2% |
| GAMMA Investing LLC | 22,066 | +1,320 | $1.4M | +$36.0K | 6.4% |
| MML INVESTORS SERVICES, LLC | 10,071 | +888 | $654.7K | +$35.6K | 9.7% |
| Beacon Pointe Advisors, LLC | 11,968 | +934 | $778.0K | +$34.3K | 8.5% |
| Ancora Advisors LLC | 613 | +513 | $39.9K | +$33.1K | 513.0% |
| Guinness Asset Management LTD | 1,718 | +529 | $112.4K | +$33.0K | 44.5% |
| STEPHENS INC /AR/ | 25,604 | +425 | $1.7M | -$32.8K | 1.7% |
| SILVER OAK SECURITIES, INCORPORATED | 4,770 | +599 | $312.0K | +$30.9K | 14.4% |
| Fiduciary Trust Co | 13,533 | +37 | $879.8K | -$30.0K | 0.3% |
| XPONANCE, INC. | 44,682 | +2,020 | $2.9M | +$28.9K | 4.7% |
| Caitong International Asset Management Co., Ltd | 634 | +445 | $41.2K | +$28.5K | 235.4% |
| Tidal Investments LLC | 4,446 | +580 | $289.0K | +$28.4K | 15.0% |
| ROMAN BUTLER FULLERTON & CO | 4,528 | +469 | $302.8K | +$27.7K | 11.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 39,472 | +1,010 | $2.6M | -$26.7K | 2.6% |
| FIFTH THIRD BANCORP | 41,395 | +1,087 | $2.7M | -$26.1K | 2.7% |
| Advisors Asset Management, Inc. | 33,233 | +1,569 | $2.2M | +$26.0K | 5.0% |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 14,164 | +768 | $920.8K | +$25.7K | 5.7% |
| Wealth Advisors of Iowa, LLC | 9,654 | +1 | $627.6K | -$23.1K | 0.0% |
| NORDEA INVESTMENT MANAGEMENT AB | 14,651 | +18 | $957.7K | -$23.0K | 0.1% |
| Dana Investment Advisors, Inc. | 12,922 | +800 | $840.1K | +$22.9K | 6.6% |
| Norinchukin Bank, The | 11,142 | +79 | $724.3K | -$21.4K | 0.7% |
| Ellenbecker Investment Group | 8,764 | +7 | $569.8K | -$20.5K | 0.1% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 40,746 | +1,733 | $2.6M | +$19.9K | 4.4% |
| HUNTINGTON NATIONAL BANK | 9,012 | +35 | $585.9K | -$19.3K | 0.4% |
| First Bank & Trust | 8,222 | +10 | $534.5K | -$19.1K | 0.1% |
| Atria Investments, Inc | 43,666 | +1,274 | $2.8M | -$18.9K | 3.0% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 8,214 | +24 | $534.0K | -$18.1K | 0.3% |
| QRG CAPITAL MANAGEMENT, INC. | 8,580 | +41 | $557.8K | -$17.9K | 0.5% |
| CAPTRUST FINANCIAL ADVISORS | 12,818 | +195 | $833.3K | -$17.6K | 1.5% |
| Rafferty Asset Management, LLC | 28,306 | +1,256 | $1.8M | +$16.7K | 4.6% |
| BAILARD, INC. | 5,694 | +446 | $370.2K | +$16.4K | 8.5% |
| Elevated Capital Advisors, LLC | 12,293 | +198 | $799.2K | -$16.2K | 1.6% |
| FIL Ltd | 2,941 | +341 | $191.2K | +$15.9K | 13.1% |
| Oxler Private Wealth LLC | 7,276 | +34 | $473.0K | -$15.1K | 0.5% |
| ALERUS FINANCIAL NA | 93,578 | +3,555 | $6.1M | +$15.1K | 3.9% |
| STATE OF WISCONSIN INVESTMENT BOARD | 250,692 | +8,706 | $16.3M | -$14.8K | 3.6% |
| Arkadios Wealth Advisors | 4,042 | +355 | $262.8K | +$14.2K | 9.6% |
| STRS OHIO | 6,153 | +11 | $400.0K | -$14.0K | 0.2% |
| Continuum Advisory, LLC | 10,894 | +585 | $708.2K | +$13.3K | 5.7% |
| Klingman & Associates, LLC | 5,472 | +5 | $355.7K | -$12.8K | 0.1% |
| Bowman & Co S.C. | 5,741 | +17 | $373.2K | -$12.6K | 0.3% |
| Quad-Cities Investment Group, LLC | 5,687 | +22 | $369.7K | -$12.2K | 0.4% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 37,957 | +1,179 | $2.5M | -$11.6K | 3.2% |
| Capital Square, LLC | 4,540 | +3 | $295.1K | -$10.8K | 0.1% |
| RITHOLTZ WEALTH MANAGEMENT | 4,859 | +16 | $315.9K | -$10.6K | 0.3% |
| Quent Capital, LLC | 1,115 | +196 | $72.5K | +$10.5K | 21.3% |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 7,000 | +400 | $455.1K | +$10.2K | 6.1% |
| CWS Financial Advisors, LLC | 4,444 | +9 | $288.9K | -$10.0K | 0.2% |
| NICOLET ADVISORY SERVICES, LLC | 5,259 | +84 | $342.8K | -$9.5K | 1.6% |
| RDA Financial Network | 7,187 | +117 | $467.2K | -$9.4K | 1.6% |
| M&T Bank Corp | 51,486 | +1,710 | $3.3M | -$9.3K | 3.4% |
| PRINCIPAL SECURITIES, INC. | 7,387 | +127 | $480.2K | -$9.2K | 1.7% |
| PRIVATE TRUST CO NA | 4,340 | +19 | $282.1K | -$9.1K | 0.4% |
| AQR CAPITAL MANAGEMENT LLC | 86,874 | +2,564 | $5.6M | +$9.0K | 3.0% |
| Clearstead Trust, LLC | 383 | +147 | $24.9K | +$9.0K | 62.3% |
| Addison Advisors LLC | 3,709 | +1 | $241.1K | -$8.8K | 0.0% |
| PITTENGER & ANDERSON INC | 4,173 | +18 | $271.3K | -$8.8K | 0.4% |
| Regal Investment Advisors LLC | 4,126 | +27 | $268.3K | -$8.0K | 0.7% |
| Madison Wealth Partners, Inc | 19,769 | +822 | $1.3M | +$8.0K | 4.3% |
| NORTH STAR ASSET MANAGEMENT INC | 3,294 | +1 | $214.1K | -$7.9K | 0.0% |
| MGO ONE SEVEN LLC | 6,867 | +357 | $446.4K | +$7.6K | 5.5% |
| Total Clarity Wealth Management, Inc. | 3,370 | +8 | $219.1K | -$7.5K | 0.2% |
| Czech National Bank | 67,781 | +2,516 | $4.4M | +$6.9K | 3.9% |
| GREAT VALLEY ADVISOR GROUP, INC. | 3,162 | +17 | $205.6K | -$6.8K | 0.5% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 7,377 | +360 | $479.7K | +$6.5K | 5.1% |
| Clearstead Advisors, LLC | 1,223 | +138 | $79.5K | +$6.4K | 12.7% |
| MassMutual Private Wealth & Trust, FSB | 2,587 | +1 | $168.2K | -$6.1K | 0.0% |
| Bleakley Financial Group, LLC | 11,706 | +503 | $761.0K | +$5.8K | 4.5% |
| CBIZ Investment Advisory Services, LLC | 149 | +90 | $9.7K | +$5.7K | 152.5% |
| DAGCO, INC. | 2,955 | +21 | $192.1K | -$5.7K | 0.7% |
| Physician Wealth Advisors, Inc. | 94 | +87 | $6.1K | +$5.6K | 1242.8% |
| Ballentine Partners, LLC | 4,239 | +230 | $275.6K | +$5.3K | 5.7% |
| ROTHSCHILD INVESTMENT LLC | 235 | +85 | $15.3K | +$5.2K | 56.7% |
| BLAIR WILLIAM & CO/IL | 18,108 | +570 | $1.2M | -$5.0K | 3.3% |
| Independent Advisor Alliance | 10,443 | +442 | $678.9K | +$4.7K | 4.4% |
| Activest Wealth Management | 211 | +72 | $13.7K | +$4.3K | 51.8% |
| TD Waterhouse Canada Inc. | 1,080 | +95 | $70.2K | +$4.1K | 9.6% |
| ASSETMARK, INC | 13,122 | +414 | $853.0K | -$3.6K | 3.3% |
| AdvisorNet Financial, Inc | 1,863 | +14 | $121.1K | -$3.5K | 0.8% |
| Simplicity Wealth,LLC | 3,216 | +167 | $209.1K | +$3.5K | 5.5% |
| Smartleaf Asset Management LLC | 3,430 | +20 | $224.4K | -$3.3K | 0.6% |
| JFS WEALTH ADVISORS, LLC | 210 | +56 | $13.7K | +$3.3K | 36.4% |
| Versant Capital Management, Inc | 298 | +56 | $19.4K | +$3.1K | 23.1% |
| Bare Financial Services, Inc | 57 | +45 | $3.7K | +$2.9K | 375.0% |
| MRP Capital Investments, LLC | 529 | +8 | $34.4K | +$2.9K | 1.5% |
| CALTON & ASSOCIATES, INC. | 3,511 | +83 | $228.3K | -$2.8K | 2.4% |
| Clarity Asset Management, Inc. | 1,414 | +10 | $92.0K | -$2.7K | 0.7% |
| Empowered Funds, LLC | 6,443 | +190 | $418.9K | -$2.7K | 3.0% |
| Parkside Financial Bank & Trust | 762 | +63 | $49.5K | +$2.4K | 9.0% |
| Apollon Wealth Management, LLC | 3,517 | +161 | $228.6K | +$2.4K | 4.8% |
| Root Financial Partners, LLC | 2,682 | +60 | $174.4K | -$2.4K | 2.3% |
| Annis Gardner Whiting Capital Advisors, LLC | 1,468 | +18 | $95.4K | -$2.3K | 1.2% |
| Cornerstone Planning Group LLC | 45 | +34 | $3.0K | +$2.1K | 309.1% |
| Chicago Partners Investment Group LLC | 4,369 | +48 | $292.0K | -$1.8K | 1.1% |
| VAUGHAN DAVID INVESTMENTS LLC/IL | 769,972 | +1,263 | $50.1K | -$1.8K | 0.2% |
| Checchi Capital Advisers, LLC | 3,133 | +86 | $203.6K | -$1.7K | 2.8% |
| Capital Investment Advisory Services, LLC | 1,490 | +28 | $96.9K | -$1.7K | 1.9% |
| Vestcor Inc | 34,231 | +25,600 | $2.2K | +$1.6K | 296.6% |
| Newbridge Financial Services Group, Inc. | 767 | +6 | $49.8K | -$1.5K | 0.8% |
| SBI Securities Co., Ltd. | 568 | +1 | $36.9K | -$1.3K | 0.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 78,284 | +3,075 | $5.1M | -$1.3K | 4.1% |
| SJS Investment Consulting Inc. | 35 | +20 | $2.3K | +$1.3K | 133.3% |
| Bell Investment Advisors, Inc | 170 | +21 | $11.1K | +$1.0K | 14.1% |
| Parcion Private Wealth LLC | 7,205 | +271 | $468.4K | +$976 | 3.9% |
| CoreCap Advisors, LLC | 900 | +18 | $58.5K | -$960 | 2.0% |
| CYBER HORNET ETFs LLC | 723 | +38 | $47.0K | +$826 | 5.5% |
| MCF Advisors LLC | 462 | +6 | $30.0K | -$704 | 1.3% |
| ROSS\JOHNSON & Associates LLC | 17 | +11 | $1.1K | +$701 | 183.3% |
| Horizon Investments, LLC | 4,143 | +128 | $269.3K | +$692 | 3.2% |
| Brookstone Capital Management | 4,397 | +147 | $285.8K | -$661 | 3.5% |
| Midwest Trust Co | 3,949 | +150 | $256.7K | +$633 | 3.9% |
| Bay Harbor Wealth Management, LLC | 24 | +10 | $1.6K | +$617 | 71.4% |
| SG Americas Securities, LLC | 96,789 | +12,391 | $6.3K | +$603 | 14.7% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,156 | +9,092 | $597 | +$593 | 14206.3% |
| Hughes Financial Services, LLC | 420 | +4 | $27.3K | -$551 | 1.0% |
| Truvestments Capital LLC | 206 | +2 | $13.4K | -$391 | 1.0% |
| Rossby Financial, LCC | 530 | +22 | $34.5K | +$363 | 4.3% |
| American Capital Advisory, LLC | 7 | +5 | $456 | +$321 | 250.0% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4 | +3 | $296 | +$229 | 300.0% |
| LGT Financial Advisors LLC | 120 | +1 | $7.8K | -$228 | 0.8% |
| Winch Advisory Services, LLC | 91 | +1 | $5.9K | -$172 | 1.1% |
| Cedar Point Capital Partners, LLC | 3,718 | +130 | $241.7K | -$160 | 3.6% |
| HANTZ FINANCIAL SERVICES, INC. | 2,813 | +2,253 | $183 | +$145 | 402.3% |
| Dunhill Financial, LLC | 23 | +3 | $1.5K | +$143 | 15.0% |
| Fortitude Family Office, LLC | 111 | +6 | $7.2K | +$138 | 5.7% |
| Mn Services Vermogensbeheer B.V. | 97,489 | +1,489 | $6.3K | -$133 | 1.6% |
| Seneschal Advisors, LLC | 6 | +2 | $391 | +$121 | 50.0% |
| CWM, LLC | 25,267 | +2,685 | $1.6K | +$121 | 11.9% |
| ORG Partners LLC | 68 | +1 | $4.4K | -$92 | 1.5% |
| BESSEMER GROUP INC | 10,590 | +1,538 | $688 | +$77 | 17.0% |
| Cambridge Investment Research Advisors, Inc. | 95,879 | +4,143 | $6.2K | +$49 | 4.5% |
| Abound Wealth Management | 55 | +2 | $3.6K | +$32 | 3.8% |
| Rialto Wealth Management, LLC | 16 | +1 | $1.0K | +$29 | 6.7% |
| Gulf International Bank (UK) Ltd | 13,381 | +54 | $870 | -$28 | 0.4% |
| VAN ECK ASSOCIATES CORP | 159,162 | +6,065 | $10.3K | +$27 | 4.0% |
| CX Institutional | 2,982 | +452 | $194 | +$23 | 17.9% |
| WEDBUSH SECURITIES INC | 8,036 | +618 | $522 | +$22 | 8.3% |
| PARK AVENUE SECURITIES LLC | 5,315 | +38 | $346 | -$10 | 0.7% |
| Daiwa Securities Group Inc. | 68,909 | +2,504 | $4.5K | +$4 | 3.8% |
| Capital Advisors, Ltd. LLC | 1,702 | +3 | $111 | -$4 | 0.2% |
| Covestor Ltd | 284 | +6 | $18 | -$1 | 2.1% |
| Avion Wealth | 34 | +16 | $2 | +$1 | 88.9% |
| Harel Insurance Investments & Financial Services Ltd. | 281 | +14 | $18 | $0 | 5.2% |