13F QoQ Ownership Changes
SOC Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 67 new · 83 added · 76 reduced · 63 exited
New Positions(67)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Thomist Capital Management, LP | 1,818,181 | +1,818,181 | $21.3M | +$21.3M | — |
| Whitefort Capital Management, LP | 1,910,793 | +1,910,793 | $17.2M | +$17.2M | — |
| BW Gestao de Investimentos Ltda. | 1,467,222 | +1,467,222 | $13.2M | +$13.2M | — |
| Pertento Partners LLP | 1,107,901 | +1,107,901 | $10.0M | +$10.0M | — |
| NORGES BANK | 806,300 | +806,300 | $7.3M | +$7.3M | — |
| CONTINENTAL GENERAL INSURANCE CO | 640,106 | +640,106 | $5.8M | +$5.8M | — |
| Trexquant Investment LP | 517,692 | +517,692 | $4.7M | +$4.7M | — |
| Man Group plc | 391,038 | +391,038 | $3.5M | +$3.5M | — |
| Legacy Wealth Advisors, LLC | 362,273 | +362,273 | $3.3M | +$3.3M | — |
| PLUSTICK MANAGEMENT LLC | 350,000 | +350,000 | $3.2M | +$3.2M | — |
| Philadelphia Financial Management of San Francisco, LLC | 328,081 | +328,081 | $3.0M | +$3.0M | — |
| FourWorld Capital Management LLC | 306,500 | +306,500 | $2.8M | +$2.8M | — |
| EASTERLY INVESTMENT PARTNERS LLC | 232,000 | +232,000 | $2.1M | +$2.1M | — |
| CLOUGH CAPITAL PARTNERS L P | 172,830 | +172,830 | $1.6M | +$1.6M | — |
| Fort Baker Capital Management LP | 112,047 | +112,047 | $1.0M | +$1.0M | — |
| Quantinno Capital Management LP | 102,966 | +102,966 | $928.8K | +$928.8K | — |
| T3 Companies, LLC | 255,470 | +255,470 | $915.4K | +$915.4K | — |
| Lombard Odier Asset Management (USA) Corp | 83,700 | +83,700 | $755.0K | +$755.0K | — |
| DRW Securities, LLC | 79,083 | +79,083 | $713.3K | +$713.3K | — |
| HOLLENCREST CAPITAL MANAGEMENT | 55,467 | +55,467 | $500.3K | +$500.3K | — |
| NFP Retirement, Inc. | 23,000 | +23,000 | $401.6K | +$401.6K | — |
| VARCOV Co. | 38,430 | +38,430 | $346.6K | +$346.6K | — |
| LEVIN CAPITAL STRATEGIES, L.P. | 29,500 | +29,500 | $266.1K | +$266.1K | — |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 19,871 | +19,871 | $254.9K | +$254.9K | — |
| FORMULA GROWTH LTD | 26,968 | +26,968 | $243.3K | +$243.3K | — |
| Belvedere Trading LLC | 26,889 | +26,889 | $242.5K | +$242.5K | — |
| MIRABELLA FINANCIAL SERVICES LLP | 26,619 | +26,619 | $240.1K | +$240.1K | — |
| Caprock Group, LLC | 26,108 | +26,108 | $235.5K | +$235.5K | — |
| WINTON GROUP Ltd | 24,826 | +24,826 | $223.9K | +$223.9K | — |
| Creative Planning | 23,064 | +23,064 | $208.0K | +$208.0K | — |
| SUMMIT SECURITIES GROUP LLC | 22,995 | +22,995 | $207.4K | +$207.4K | — |
| AXQ CAPITAL, LP | 19,815 | +19,815 | $178.7K | +$178.7K | — |
| Corient Private Wealth LLC | 19,445 | +19,445 | $175.4K | +$175.4K | — |
| Inscription Capital, LLC | 19,244 | +19,244 | $173.6K | +$173.6K | — |
| MISSION WEALTH MANAGEMENT, LP | 18,988 | +18,988 | $171.3K | +$171.3K | — |
| Balyasny Asset Management L.P. | 18,196 | +18,196 | $164.1K | +$164.1K | — |
| Pictet Asset Management Holding SA | 17,970 | +17,970 | $162.1K | +$162.1K | — |
| Wealthfront Advisers LLC | 17,891 | +17,891 | $161.4K | +$161.4K | — |
| BITTERROOT CAPITAL ADVISORS LLC | 16,000 | +16,000 | $144.3K | +$144.3K | — |
| Evercore Wealth Management, LLC | 15,750 | +15,750 | $142.1K | +$142.1K | — |
| RPO LLC | 14,018 | +14,018 | $126.4K | +$126.4K | — |
| Mraz, Amerine & Associates, Inc. | 13,629 | +13,629 | $122.9K | +$122.9K | — |
| Aristides Capital LLC | 13,400 | +13,400 | $120.9K | +$120.9K | — |
| Rathbones Group PLC | 11,670 | +11,670 | $105.3K | +$105.3K | — |
| GUGGENHEIM CAPITAL LLC | 11,257 | +11,257 | $101.5K | +$101.5K | — |
| Kultura Capital Management LP | 11,200 | +11,200 | $101.0K | +$101.0K | — |
| IFP Advisors, Inc | 7,503 | +7,503 | $97.2K | +$97.2K | — |
| Kestra Advisory Services, LLC | 10,771 | +10,771 | $97.2K | +$97.2K | — |
| Williams Jones Wealth Management, LLC. | 10,000 | +10,000 | $90.2K | +$90.2K | — |
| WHITTIER TRUST CO OF NEVADA INC | 4,150 | +4,150 | $42.0K | +$42.0K | — |
| QUADRANT CAPITAL GROUP LLC | 1,991 | +1,991 | $18.0K | +$18.0K | — |
| ATWOOD & PALMER INC | 1,200 | +1,200 | $10.8K | +$10.8K | — |
| CIBC Private Wealth Group LLC | 1,000 | +1,000 | $9.0K | +$9.0K | — |
| US BANCORP \DE\ | 894 | +894 | $8.1K | +$8.1K | — |
| Allworth Financial LP | 646 | +646 | $5.8K | +$5.8K | — |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 580 | +580 | $5.2K | +$5.2K | — |
| MassMutual Private Wealth & Trust, FSB | 400 | +400 | $3.6K | +$3.6K | — |
| Aventura Private Wealth, LLC | 200 | +200 | $3.5K | +$3.5K | — |
| Federation des caisses Desjardins du Quebec | 230 | +230 | $2.1K | +$2.1K | — |
| Kilter Group LLC | 44 | +44 | $769 | +$769 | — |
| Bare Financial Services, Inc | 81 | +81 | $731 | +$731 | — |
| United Financial Planning Group LLC | 50 | +50 | $451 | +$451 | — |
| HARBOUR INVESTMENTS, INC. | 40 | +40 | $361 | +$361 | — |
| FNY Investment Advisers, LLC | 21,920 | +21,920 | $197 | +$197 | — |
| KBC Group NV | 2,106 | +2,106 | $19 | +$19 | — |
| Capital Advisors, Ltd. LLC | 104 | +104 | $1 | +$1 | — |
| Clear Street Group Inc. | 53,025 | +53,025 | $0 | $0 | — |
Added To(83)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Alyeska Investment Group, L.P. | 11,091,773 | +10,400,275 | $100.0M | +$88.0M | 1504.0% |
| Capital International Investors | 11,592,407 | +9,788,351 | $104.6M | +$73.1M | 542.6% |
| BlackRock, Inc. | 6,709,689 | +1,201,093 | $60.5M | -$35.7M | 21.8% |
| MORGAN STANLEY | 5,233,890 | +4,388,030 | $47.2M | +$32.4M | 518.8% |
| Encompass Capital Advisors LLC | 13,489,241 | +5,091,925 | $121.7M | -$24.9M | 60.6% |
| STATE STREET CORP | 3,775,884 | +639,677 | $34.1M | -$20.7M | 20.4% |
| UBS Group AG | 2,840,017 | +671,142 | $25.6M | -$12.3M | 30.9% |
| VANGUARD GROUP INC | 7,557,670 | +2,975,712 | $68.2M | -$11.8M | 64.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,294,121 | +510,188 | $20.7M | -$10.5M | 28.6% |
| Pilgrim Global Advisors LLC | 18,206,121 | +8,272,727 | $164.2M | -$9.2M | 83.3% |
| GOLDMAN SACHS GROUP INC | 974,259 | +44,108 | $8.8M | -$7.5M | 4.7% |
| Weiss Asset Management LP | 1,028,195 | +107,738 | $9.3M | -$6.8M | 11.7% |
| MILLENNIUM MANAGEMENT LLC | 3,491,076 | +2,048,065 | $31.5M | +$6.3M | 141.9% |
| NORTHERN TRUST CORP | 719,739 | +96,810 | $6.5M | -$4.4M | 15.5% |
| LPL Financial LLC | 424,201 | +403,674 | $3.8M | +$3.5M | 1966.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 923,740 | +277,699 | $8.3M | -$2.9M | 43.0% |
| Walleye Trading LLC | 658,150 | +152,187 | $5.9M | -$2.9M | 30.1% |
| CITIGROUP INC | 698,347 | +181,087 | $6.3M | -$2.7M | 35.0% |
| Aventail Capital Group, LP | 1,264,639 | +740,621 | $11.4M | +$2.3M | 141.3% |
| COBALT CAPITAL MANAGEMENT, INC. | 260,000 | +240,000 | $2.3M | +$2.0M | 1200.0% |
| CITADEL ADVISORS LLC | 4,933,622 | +2,271,909 | $44.5M | -$2.0M | 85.3% |
| Verition Fund Management LLC | 3,331,641 | +1,508,159 | $30.1M | -$1.8M | 82.7% |
| Yaupon Capital Management LP | 449,215 | +145,715 | $4.1M | -$1.2M | 48.0% |
| SIMPLEX TRADING, LLC | 129,451 | +89,076 | $1.2M | +$1.2M | 220.6% |
| Jump Financial, LLC | 276,717 | +200,217 | $2.5M | +$1.2M | 261.7% |
| DLD Asset Management, LP | 317,500 | +94,200 | $2.9M | -$1.0M | 42.2% |
| Squarepoint Ops LLC | 140,000 | +9,144 | $1.3M | -$1.0M | 7.0% |
| MARSHALL WACE, LLP | 161,210 | +129,085 | $1.5M | +$893.2K | 401.8% |
| Rafferty Asset Management, LLC | 157,523 | +29,642 | $1.4M | -$811.9K | 23.2% |
| Kore Advisors LP | 151,045 | +118,709 | $1.4M | +$797.8K | 367.1% |
| CAPITAL FUND MANAGEMENT S.A. | 95,487 | +80,267 | $861.3K | +$595.6K | 527.4% |
| ALLIANCEBERNSTEIN L.P. | 70,685 | +175 | $637.6K | -$593.5K | 0.2% |
| GABELLI FUNDS LLC | 84,608 | +8,794 | $763.2K | -$560.5K | 11.6% |
| Lighthouse Investment Partners, LLC | 200,000 | +65,000 | $1.8M | -$553.1K | 48.1% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 159,520 | +105,803 | $1.4M | +$501.0K | 197.0% |
| Invesco Ltd. | 133,874 | +92,843 | $1.2M | +$491.1K | 226.3% |
| TWO SIGMA INVESTMENTS, LP | 455,208 | +238,218 | $4.1M | +$317.3K | 109.8% |
| IMC-Chicago, LLC | 179,321 | +104,757 | $1.6M | +$315.6K | 140.5% |
| Bleakley Financial Group, LLC | 64,050 | +13,101 | $577.7K | -$311.8K | 25.7% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 35,349 | +6 | $318.8K | -$298.2K | 0.0% |
| Legal & General Group Plc | 89,044 | +25,966 | $803.2K | -$298.2K | 41.2% |
| U.S. Capital Wealth Advisors, LLC | 43,094 | +4,200 | $388.7K | -$290.4K | 10.8% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 46,716 | +7,339 | $421.4K | -$266.1K | 18.6% |
| DEUTSCHE BANK AG\ | 70,660 | +20,162 | $637.4K | -$244.3K | 39.9% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 160,542 | +89,408 | $1.4M | +$206.1K | 125.7% |
| PICKERING ENERGY PARTNERS LP | 80,000 | +47,500 | $721.6K | +$154.2K | 146.2% |
| KLP KAPITALFORVALTNING AS | 37,400 | +26,700 | $337.3K | +$150.5K | 249.5% |
| Walleye Capital LLC | 166,813 | +72,483 | $1.5M | -$142.3K | 76.8% |
| Brevan Howard Capital Management LP | 26,774 | +5,022 | $241.5K | -$138.3K | 23.1% |
| Penn Capital Management Company, LLC | 56,860 | +19,730 | $512.9K | -$135.4K | 53.1% |
| ProShare Advisors LLC | 13,900 | +893 | $125.4K | -$101.7K | 6.9% |
| GAMCO INVESTORS, INC. ET AL | 20,481 | +4,827 | $184.7K | -$88.6K | 30.8% |
| Alpine Global Management, LLC | 20,000 | +5,000 | $180.4K | -$81.5K | 33.3% |
| Mayflower Financial Advisors, LLC | 18,188 | +5,035 | $164.1K | -$65.6K | 38.3% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 35,000 | +13,207 | $315.7K | -$64.8K | 60.6% |
| MAI Capital Management | 15,508 | +3,891 | $139.9K | -$63.0K | 33.5% |
| AQR CAPITAL MANAGEMENT LLC | 15,220 | +4,363 | $137.3K | -$52.3K | 40.2% |
| JONES FINANCIAL COMPANIES LLLP | 7,372 | +6,123 | $66.5K | +$41.8K | 490.2% |
| BNP PARIBAS FINANCIAL MARKETS | 151,744 | +110,683 | $1.4M | -$39.6K | 269.6% |
| KDK Private Wealth Management, LLC | 39,500 | +16,900 | $356.3K | -$38.3K | 74.8% |
| Swiss National Bank | 200,000 | +94,700 | $1.8M | -$34.5K | 89.9% |
| Arizona State Retirement System | 28,414 | +12,235 | $256.3K | -$26.2K | 75.6% |
| Aster Capital Management (DIFC) Ltd | 5,230 | +3,790 | $47.2K | +$22.0K | 263.2% |
| NewEdge Advisors, LLC | 42,612 | +19,436 | $384.4K | -$20.3K | 83.9% |
| GF FUND MANAGEMENT CO. LTD. | 35,956 | +16,261 | $324.3K | -$19.6K | 82.6% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,765 | +6,600 | $142.2K | -$17.8K | 72.0% |
| Larson Financial Group LLC | 2,278 | +1,762 | $20.5K | +$11.5K | 341.5% |
| AlphaQuest LLC | 14,747 | +6,493 | $133.0K | -$11.1K | 78.7% |
| COMERICA BANK | 2,172 | +1,500 | $19.6K | +$7.9K | 223.2% |
| SBI Securities Co., Ltd. | 2,642 | +1,613 | $23.8K | +$5.9K | 156.8% |
| FIFTH LANE CAPITAL, LP | 28,500 | +13,490 | $257.1K | -$5.0K | 89.9% |
| PNC Financial Services Group, Inc. | 1,043 | +323 | $9.4K | -$3.2K | 44.9% |
| SIGNATUREFD, LLC | 439 | +386 | $4.0K | +$3.0K | 728.3% |
| Sterling Capital Management LLC | 505 | +321 | $4.6K | +$1.3K | 174.4% |
| Tower Research Capital LLC (TRC) | 4,325 | +2,167 | $39.0K | +$1.3K | 100.4% |
| Parallel Advisors, LLC | 187 | +29 | $1.7K | -$1.1K | 18.4% |
| SG Americas Securities, LLC | 135,846 | +118,345 | $1.2K | +$919 | 676.2% |
| Smartleaf Asset Management LLC | 147 | +119 | $1.3K | +$768 | 425.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 61,886 | +1,856 | $559 | -$490 | 3.1% |
| Parkside Financial Bank & Trust | 70 | +45 | $632 | +$195 | 180.0% |
| Farther Finance Advisors, LLC | 85 | +49 | $767 | +$138 | 136.1% |
| AMALGAMATED BANK | 2,390 | +638 | $22 | -$9 | 36.4% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,908 | +1,277 | $17 | +$6 | 202.4% |
Reduced(76)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,191,320 | -6,334,447 | $46.8M | -$154.4M | -55.0% |
| Caption Management, LLC | 5,513,547 | -2,211,717 | $49.7M | -$85.2M | -28.6% |
| BANK OF AMERICA CORP /DE/ | 398,827 | -3,622,386 | $3.6M | -$66.6M | -90.1% |
| JANE STREET GROUP, LLC | 4,533,800 | -863,500 | $40.9M | -$53.3M | -16.0% |
| TORONTO DOMINION BANK | 662,900 | -1,858,509 | $6.0M | -$38.0M | -73.7% |
| Shay Capital LLC | 62,000 | -1,760,728 | $559.2K | -$31.3M | -96.6% |
| D. E. Shaw & Co., Inc. | 321,200 | -1,477,019 | $2.9M | -$28.5M | -82.1% |
| GARNET EQUITY CAPITAL HOLDINGS, INC. | 457,891 | -1,350,000 | $4.1M | -$27.4M | -74.7% |
| NOMURA HOLDINGS INC | 950,549 | -1,094,272 | $8.6M | -$27.1M | -53.5% |
| Centiva Capital, LP | 25,000 | -1,216,300 | $225.5K | -$21.4M | -98.0% |
| Two Seas Capital LP | 1,733,239 | -380,805 | $15.6M | -$21.3M | -18.0% |
| SCOGGIN MANAGEMENT LP | 350,000 | -562,500 | $3.2M | -$12.8M | -61.6% |
| TUDOR INVESTMENT CORP ET AL | 650,900 | -325,200 | $5.9M | -$11.2M | -33.3% |
| Parallax Volatility Advisers, L.P. | 540,775 | -289,170 | $4.9M | -$9.6M | -34.8% |
| FMR LLC | 12,951 | -503,584 | $116.8K | -$8.9M | -97.5% |
| GM Advisory Group, LLC | 1,000,000 | -23,149 | $9.0M | -$8.8M | -2.3% |
| BARCLAYS PLC | 230,808 | -549,658 | $5.1M | -$8.6M | -70.4% |
| MOORE CAPITAL MANAGEMENT, LP | 25,000 | -275,000 | $225.5K | -$5.0M | -91.7% |
| GROUP ONE TRADING LLC | 448,925 | -11,316 | $4.0M | -$4.0M | -2.5% |
| LMR Partners LLP | 183,800 | -52,500 | $1.7M | -$2.5M | -22.2% |
| JPMORGAN CHASE & CO | 34,830 | -124,408 | $314.2K | -$2.5M | -78.1% |
| WELLS FARGO & COMPANY/MN | 83,408 | -78,520 | $752.3K | -$2.1M | -48.5% |
| Bank of New York Mellon Corp | 198,726 | -16,045 | $1.8M | -$2.0M | -7.5% |
| DARK FOREST CAPITAL MANAGEMENT LP | 13,754 | -73,881 | $124.1K | -$1.8M | -84.3% |
| Nuveen, LLC | 103,393 | -48,958 | $932.6K | -$1.7M | -32.1% |
| Massar Capital Management, LP | 54,000 | -66,000 | $487.1K | -$1.6M | -55.0% |
| SIG BROKERAGE, LP | 32,500 | -59,672 | $293.1K | -$1.3M | -64.7% |
| RHUMBLINE ADVISERS | 91,384 | -15,587 | $824.3K | -$1.0M | -14.6% |
| RAYMOND JAMES FINANCIAL INC | 59,015 | -21,952 | $532.3K | -$881.4K | -27.1% |
| Russell Investments Group, Ltd. | 6,545 | -41,072 | $59.0K | -$772.4K | -86.3% |
| BBR PARTNERS, LLC | 49,842 | -20,000 | $449.6K | -$769.9K | -28.6% |
| IEQ CAPITAL, LLC | 20,000 | -33,379 | $180.4K | -$751.6K | -62.5% |
| Sunbelt Securities, Inc. | 67,000 | -9,000 | $604.3K | -$722.6K | -11.8% |
| Nokomis Capital, L.L.C. | 83,005 | 0 | $748.7K | -$700.6K | 0.0% |
| STATE OF WISCONSIN INVESTMENT BOARD | 57,767 | -10,613 | $521.1K | -$672.9K | -15.5% |
| SCS Capital Management LLC | 50,000 | -10,000 | $451.0K | -$596.6K | -16.7% |
| Rangeley Capital, LLC | 19,000 | -23,000 | $171.4K | -$561.9K | -54.8% |
| FIDUCIENT ADVISORS LLC | 48,300 | 0 | $435.7K | -$407.7K | 0.0% |
| MetLife Investment Management, LLC | 43,314 | -1,293 | $390.7K | -$388.1K | -2.9% |
| Avidian Wealth Enterprises, LLC | 45,874 | -29 | $413.8K | -$387.7K | -0.1% |
| Mariner, LLC | 33,088 | -3,511 | $298.4K | -$340.6K | -9.6% |
| HighTower Advisors, LLC | 14,879 | -12,385 | $134.2K | -$335.1K | -45.4% |
| INTECH INVESTMENT MANAGEMENT LLC | 27,563 | -3,222 | $248.6K | -$288.9K | -10.5% |
| Cetera Investment Advisers | 10,917 | -10,692 | $94.8K | -$282.5K | -49.5% |
| BROWN ADVISORY INC | 30,939 | 0 | $279.1K | -$261.1K | 0.0% |
| NISA INVESTMENT ADVISORS, LLC | 305 | -14,759 | $2.8K | -$260.3K | -98.0% |
| Empowered Funds, LLC | 17,907 | -3,573 | $161.5K | -$213.5K | -16.6% |
| JANUS HENDERSON GROUP PLC | 23,900 | 0 | $216.1K | -$201.1K | 0.0% |
| Clarus Group, Inc. | 21,540 | -1,000 | $194.3K | -$199.3K | -4.4% |
| Marex Group plc | 18,484 | -888 | $166.7K | -$192.2K | -4.6% |
| NEW YORK STATE COMMON RETIREMENT FUND | 22,300 | 0 | $201.1K | -$188.2K | 0.0% |
| Police & Firemen's Retirement System of New Jersey | 20,970 | 0 | $189.1K | -$177.0K | 0.0% |
| Ensign Peak Advisors, Inc | 7,650 | -5,050 | $69.0K | -$152.7K | -39.8% |
| Quarry LP | 526 | -8,474 | $4.7K | -$152.4K | -94.2% |
| OSAIC HOLDINGS, INC. | 3,485 | -3,369 | $31.4K | -$137.5K | -49.1% |
| Voya Investment Management LLC | 13,444 | 0 | $121.3K | -$113.5K | 0.0% |
| ANGELES WEALTH MANAGEMENT, LLC | 11,304 | -812 | $102.0K | -$109.6K | -6.7% |
| Royal Bank of Canada | 4,022 | -1,672 | $35.0K | -$99.0K | -29.4% |
| WHITTIER TRUST CO | 6,000 | 0 | $60.7K | -$53.9K | 0.0% |
| Steward Partners Investment Advisory, LLC | 2,210 | -2,004 | $19.9K | -$53.6K | -47.5% |
| Ameritas Investment Partners, Inc. | 6,355 | 0 | $57.3K | -$53.6K | 0.0% |
| DANSKE BANK A/S | 1,700 | 0 | $15.3K | -$14.3K | 0.0% |
| GAMMA Investing LLC | 336 | -407 | $3.0K | -$9.9K | -54.8% |
| Global Retirement Partners, LLC | 113 | -340 | $1.0K | -$6.9K | -75.0% |
| EverSource Wealth Advisors, LLC | 98 | -285 | $884 | -$5.8K | -74.4% |
| Arax Advisory Partners | 353 | -53 | $3.2K | -$3.9K | -13.1% |
| HUNTINGTON NATIONAL BANK | 200 | 0 | $1.8K | -$1.7K | 0.0% |
| AMERICAN NATIONAL BANK & TRUST | 124 | 0 | $1.1K | -$1.0K | 0.0% |
| ROTHSCHILD INVESTMENT LLC | 20 | -30 | $180 | -$693 | -60.0% |
| Covestor Ltd | 6 | -16,443 | $0 | -$287 | -100.0% |
| SJS Investment Consulting Inc. | 31 | 0 | $280 | -$262 | 0.0% |
| CWM, LLC | 675 | -1,199 | $6 | -$27 | -64.0% |
| CANTOR FITZGERALD, L. P. | 169,000 | 0 | $3.0M | $0 | 0.0% |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 74,000 | 0 | $1.3M | $0 | 0.0% |
| Hudson Bay Capital Management LP | 457,000 | 0 | $8.0M | $0 | 0.0% |
| Greenhaven Road Investment Management, L.P. | 289,345 | 0 | $5.1M | $0 | 0.0% |