13F QoQ Ownership Changes
STMEF Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 72 new · 89 added · 170 reduced · 65 exited
New Positions(72)
Added To(89)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MORGAN STANLEY | 6,156,161 | +1,778,113 | $159.7M | +$36.0M | 40.6% |
| TWO SIGMA INVESTMENTS, LP | 3,602,842 | +1,280,302 | $93.5M | +$27.8M | 55.1% |
| BlackRock, Inc. | 8,269,221 | +1,559,333 | $214.5M | +$24.9M | 23.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,750,994 | +1,068,090 | $71.4M | +$23.8M | 63.5% |
| BARCLAYS PLC | 1,891,503 | +669,621 | $57.5M | +$23.0M | 54.8% |
| Invesco Ltd. | 5,199,951 | +1,196,018 | $134.9M | +$21.7M | 29.9% |
| DIMENSIONAL FUND ADVISORS LP | 3,063,194 | +1,002,718 | $79.5M | +$21.2M | 48.7% |
| UBS Group AG | 1,629,722 | +707,853 | $42.3M | +$16.2M | 76.8% |
| CITADEL ADVISORS LLC | 2,476,811 | +744,405 | $64.2M | +$15.3M | 43.0% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 600,000 | +484,110 | $15.6M | +$12.3M | 417.7% |
| D. E. Shaw & Co., Inc. | 559,000 | +318,200 | $14.5M | +$7.7M | 132.1% |
| TWO SIGMA ADVISERS, LP | 562,500 | +289,200 | $14.6M | +$6.9M | 105.8% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 985,379 | +303,937 | $25.6M | +$6.3M | 44.6% |
| Walleye Capital LLC | 439,374 | +240,882 | $11.4M | +$5.8M | 121.3% |
| CITIGROUP INC | 990,488 | +274,273 | $25.7M | +$5.5M | 38.3% |
| BRANDES INVESTMENT PARTNERS, LP | 1,566,965 | +265,108 | $40.6M | +$3.9M | 20.4% |
| FIL Ltd | 3,107,386 | +146,676 | $80.6M | -$3.1M | 5.0% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,019,708 | +173,249 | $26.5M | +$2.5M | 20.5% |
| GOLDMAN SACHS GROUP INC | 4,818,170 | +327,908 | $125.0M | -$1.9M | 7.3% |
| Rafferty Asset Management, LLC | 1,832,344 | +89,100 | $47.5M | -$1.7M | 5.1% |
| Curi Capital, LLC | 115,268 | +62,738 | $3.0M | +$1.5M | 119.4% |
| Walleye Trading LLC | 212,070 | +65,459 | $5.5M | +$1.4M | 44.6% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 66,477 | +50,065 | $1.7M | +$1.3M | 305.1% |
| Callan Family Office, LLC | 60,397 | +45,399 | $1.6M | +$1.1M | 302.7% |
| SALT Holding Corp. | 125,900 | +50,000 | $3.3M | +$1.1M | 65.9% |
| Quantinno Capital Management LP | 213,584 | +53,814 | $5.5M | +$1.0M | 33.7% |
| STIFEL FINANCIAL CORP | 164,422 | +46,536 | $4.3M | +$933.6K | 39.5% |
| Voleon Capital Management LP | 241,088 | +45,312 | $6.3M | +$721.2K | 23.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | 19,402 | +753 | $503.3K | +$502.8K | 4.0% |
| MACKENZIE FINANCIAL CORP | 558,730 | +60,418 | $14.5M | +$449.6K | 12.1% |
| Creative Planning | 194,664 | +4,868 | $5.0M | -$314.0K | 2.6% |
| AZZAD ASSET MANAGEMENT INC /ADV | 142,104 | +1,132 | $3.7M | -$297.7K | 0.8% |
| LPL Financial LLC | 159,000 | +3,953 | $4.1M | -$257.2K | 2.5% |
| BANK OF MONTREAL /CAN/ | 36,855 | +9,220 | $956.0K | +$175.1K | 33.4% |
| PING CAPITAL MANAGEMENT, INC. | 17,000 | +7,000 | $441.0K | +$158.4K | 70.0% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 82,020 | +8,049 | $2.2M | +$154.5K | 10.9% |
| IMC-Chicago, LLC | 54,123 | +9,361 | $1.4M | +$139.0K | 20.9% |
| Global Retirement Partners, LLC | 5,447 | +5,243 | $141.3K | +$135.5K | 2570.1% |
| Tidal Investments LLC | 14,458 | +5,845 | $375.0K | +$131.6K | 67.9% |
| Cerity Partners LLC | 79,647 | +10,828 | $2.1M | +$121.2K | 15.7% |
| GTS SECURITIES LLC | 16,427 | +4,976 | $426.1K | +$102.5K | 43.5% |
| IEQ CAPITAL, LLC | 27,416 | +4,161 | $711.2K | +$54.0K | 17.9% |
| BROWN BROTHERS HARRIMAN & CO | 2,680 | +2,085 | $69.5K | +$52.7K | 350.4% |
| M&T Bank Corp | 12,243 | +2,537 | $317.7K | +$43.5K | 26.1% |
| Empowered Funds, LLC | 24,763 | +3,521 | $642.4K | +$42.1K | 16.6% |
| Legacy Wealth Asset Management, LLC | 18,648 | +148 | $483.7K | -$39.1K | 0.8% |
| NBC SECURITIES, INC. | 26,028 | +3,362 | $675.2K | +$34.6K | 14.8% |
| RHUMBLINE ADVISERS | 20,901 | +2,937 | $542.2K | +$34.5K | 16.3% |
| Legal & General Group Plc | 5,578 | +1,652 | $144.7K | +$33.7K | 42.1% |
| West Tower Group, LLC | 10,000 | +2,000 | $259.4K | +$33.3K | 25.0% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 27,578 | +1,354 | $715.4K | -$25.7K | 5.2% |
| CIBC Private Wealth Group LLC | 1,000 | +974 | $25.9K | +$25.2K | 3746.2% |
| EARNEST PARTNERS LLC | 17,282 | +534 | $448.3K | -$25.0K | 3.2% |
| Versant Capital Management, Inc | 9,098 | +1,621 | $236.0K | +$24.7K | 21.7% |
| QRG CAPITAL MANAGEMENT, INC. | 10,734 | +42 | $278.5K | -$23.7K | 0.4% |
| JONES FINANCIAL COMPANIES LLLP | 29,879 | +1,464 | $775.0K | -$20.6K | 5.2% |
| Inspire Investing, LLC | 9,773 | +1,512 | $253.5K | +$20.1K | 18.3% |
| Frank, Rimerman Advisors LLC | 9,149 | +62 | $237.3K | -$19.5K | 0.7% |
| Rockefeller Capital Management L.P. | 33,864 | +2,097 | $878.4K | -$19.3K | 6.6% |
| Pathstone Holdings, LLC | 35,671 | +3,645 | $848.5K | +$18.6K | 11.4% |
| Caprock Group, LLC | 10,517 | +946 | $272.8K | +$14.5K | 9.9% |
| MJT & Associates Financial Advisory Group, Inc. | 1,170 | +585 | $30.4K | +$13.8K | 100.0% |
| Penserra Capital Management LLC | 1,517,517 | +589,822 | $39.4K | +$13.1K | 63.6% |
| Manchester Capital Management LLC | 345 | +317 | $8.9K | +$8.2K | 1132.1% |
| VAN ECK ASSOCIATES CORP | 10,532,428 | +1,145,426 | $273.2K | +$7.9K | 12.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6,214 | +741 | $161.2K | +$6.5K | 13.5% |
| Kestra Advisory Services, LLC | 19,390 | +1,394 | $503.0K | -$5.6K | 7.7% |
| Smartleaf Asset Management LLC | 4,405 | +509 | $114.8K | +$5.4K | 13.1% |
| Sound Income Strategies, LLC | 250 | +179 | $7.0K | +$5.0K | 252.1% |
| CAPTRUST FINANCIAL ADVISORS | 10,748 | +750 | $278.8K | -$3.8K | 7.5% |
| Larson Financial Group LLC | 677 | +178 | $17.6K | +$3.5K | 35.7% |
| Inspire Advisors, LLC | 19,933 | +1,729 | $517.1K | +$2.6K | 9.5% |
| NATIONAL BANK OF CANADA /FI/ | 549 | +121 | $14.2K | +$2.1K | 28.3% |
| Pinnacle Bancorp, Inc. | 605 | +120 | $15.7K | +$2.0K | 24.7% |
| HighTower Advisors, LLC | 9,520 | +844 | $247.0K | +$1.8K | 9.7% |
| CoreCap Advisors, LLC | 296 | +77 | $7.7K | +$1.5K | 35.1% |
| Darwin Wealth Management, LLC | 652 | +2 | $16.9K | -$1.4K | 0.3% |
| MONTAG A & ASSOCIATES INC | 593 | +95 | $15.4K | +$1.3K | 19.1% |
| Quantitative Investment Management, LLC | 54,560 | +43,355 | $1.4K | +$1.1K | 386.9% |
| SBI Securities Co., Ltd. | 9,572 | +755 | $248.3K | -$870 | 8.6% |
| UMB Bank, n.a. | 1,257 | +92 | $32.6K | -$316 | 7.9% |
| HRT FINANCIAL LP | 180,340 | +25,530 | $4.7K | +$304 | 16.5% |
| FIFTH THIRD BANCORP | 285 | +16 | $7.4K | -$209 | 5.9% |
| SWAN Capital LLC | 33 | +5 | $856 | +$65 | 17.9% |
| American Capital Advisory, LLC | 11 | +2 | $286 | +$31 | 22.2% |
| Covestor Ltd | 2,205 | +122 | $57 | -$2 | 5.8% |
| SG Americas Securities, LLC | 45,361 | +3,789 | $1.2K | +$2 | 9.1% |
| Root Financial Partners, LLC | 24 | +2 | $623 | +$1 | 9.1% |
| BESSEMER GROUP INC | 233 | +34 | $6 | $0 | 17.1% |
Reduced(170)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 1,398,010 | -1,970,678 | $36.3M | -$58.9M | -58.5% |
| Royal Bank of Canada | 371,603 | -1,444,771 | $9.6M | -$38.4M | -79.5% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,397,239 | -1,208,316 | $36.2M | -$37.4M | -46.4% |
| MILLENNIUM MANAGEMENT LLC | 1,843,462 | -1,065,440 | $47.8M | -$34.4M | -36.6% |
| JPMORGAN CHASE & CO | 3,370,579 | -620,295 | $87.4M | -$25.3M | -15.5% |
| Point72 Asset Management, L.P. | 79,300 | -611,473 | $2.1M | -$17.5M | -88.5% |
| PEAK6 LLC | 855,847 | -412,324 | $22.2M | -$13.6M | -32.5% |
| Tower Research Capital LLC (TRC) | 35,951 | -309,260 | $932.6K | -$8.8M | -89.6% |
| BNP PARIBAS FINANCIAL MARKETS | 1,703,902 | -501,332 | $54.7M | -$7.6M | -22.7% |
| JANE STREET GROUP, LLC | 194,200 | -217,558 | $5.0M | -$6.6M | -52.8% |
| CAPITAL FUND MANAGEMENT S.A. | 412,600 | -134,600 | $10.7M | -$4.8M | -24.6% |
| Russell Investments Group, Ltd. | 10,899 | -166,277 | $282.7K | -$4.7M | -93.8% |
| RAYMOND JAMES FINANCIAL INC | 33,494 | -149,026 | $868.9K | -$4.3M | -81.6% |
| ExodusPoint Capital Management, LP | 50,236 | -146,230 | $1.3M | -$4.2M | -74.4% |
| ENVESTNET ASSET MANAGEMENT INC | 124,016 | -129,548 | $3.2M | -$3.9M | -51.1% |
| WELLS FARGO & COMPANY/MN | 417,209 | -80,973 | $10.8M | -$3.3M | -16.3% |
| AQR CAPITAL MANAGEMENT LLC | 61,590 | -108,917 | $1.6M | -$3.2M | -63.9% |
| Foresight Global Investors, Inc. | 483,098 | -68,910 | $12.5M | -$3.1M | -12.5% |
| SEI INVESTMENTS CO | 87,417 | -100,162 | $2.3M | -$3.0M | -53.4% |
| NORTHERN TRUST CORP | 555,522 | -53,894 | $14.4M | -$2.8M | -8.8% |
| FMR LLC | 770,893 | -32,543 | $20.0M | -$2.7M | -4.0% |
| TUDOR INVESTMENT CORP ET AL | 44,000 | -89,400 | $1.1M | -$2.6M | -67.0% |
| FIRST TRUST ADVISORS LP | 132,751 | -65,175 | $3.4M | -$2.1M | -32.9% |
| Robeco Schweiz AG | 566,130 | -18,830 | $14.7M | -$1.8M | -3.2% |
| Jump Financial, LLC | 73,870 | -55,930 | $1.9M | -$1.8M | -43.1% |
| AMERICAN CENTURY COMPANIES INC | 352,424 | -28,921 | $9.1M | -$1.6M | -7.6% |
| Quantbot Technologies LP | 58,858 | -52,682 | $1.5M | -$1.6M | -47.2% |
| PNC Financial Services Group, Inc. | 138,344 | -45,723 | $3.6M | -$1.6M | -24.8% |
| STATE STREET CORP | 135,146 | -45,195 | $3.5M | -$1.6M | -25.1% |
| Hardman Johnston Global Advisors LLC | 372,431 | -14,109 | $9.7M | -$1.3M | -3.6% |
| ASSETMARK, INC | 6,482 | -43,310 | $168.1K | -$1.2M | -87.0% |
| Candriam S.C.A. | 76,811 | -36,714 | $2.0M | -$1.2M | -32.3% |
| US BANCORP \DE\ | 24,922 | -33,544 | $646.5K | -$1.0M | -57.4% |
| AMERIPRISE FINANCIAL INC | 162,051 | -20,585 | $4.2M | -$957.7K | -11.3% |
| Arax Advisory Partners | 2,090 | -32,516 | $54.2K | -$923.8K | -94.0% |
| NEW YORK STATE COMMON RETIREMENT FUND | 126,282 | -18,697 | $3.3M | -$821.4K | -12.9% |
| Squarepoint Ops LLC | 251,900 | -7,554 | $6.5M | -$797.9K | -2.9% |
| Caption Management, LLC | 23,300 | -25,000 | $604.4K | -$760.6K | -51.8% |
| GUGGENHEIM CAPITAL LLC | 50,018 | -17,251 | $1.3M | -$603.6K | -25.6% |
| DEUTSCHE BANK AG\ | 124,816 | -9,022 | $3.2M | -$544.5K | -6.7% |
| TD PRIVATE CLIENT WEALTH LLC | 30 | -18,825 | $778 | -$532.1K | -99.8% |
| Cetera Investment Advisers | 36,525 | -12,092 | $947.5K | -$426.4K | -24.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 80,667 | -8,285 | $2.1M | -$421.3K | -9.3% |
| Bank of New York Mellon Corp | 30,774 | -12,287 | $798.3K | -$418.6K | -28.5% |
| NEUBERGER BERMAN GROUP LLC | 84,593 | -7,365 | $2.2M | -$404.4K | -8.0% |
| Modera Wealth Management, LLC | 155,790 | -671 | $4.0M | -$380.4K | -0.4% |
| Vanguard Personalized Indexing Management, LLC | 42,406 | -8,894 | $1.1M | -$349.7K | -17.3% |
| Mariner, LLC | 66,553 | -6,100 | $1.7M | -$326.6K | -8.4% |
| Grandview Asset Management LLC | 9,054 | -10,330 | $234.9K | -$312.9K | -53.3% |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 51,360 | -6,375 | $1.3M | -$299.3K | -11.0% |
| Henry James International Management Inc. | 105,143 | 0 | $2.7M | -$243.9K | 0.0% |
| Vise Technologies, Inc. | 11,816 | -7,640 | $306.5K | -$243.3K | -39.3% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 21,589 | -6,560 | $560.0K | -$235.5K | -23.3% |
| Brooklyn Investment Group | 28,561 | -5,293 | $743.2K | -$234.3K | -15.6% |
| Crossmark Global Holdings, Inc. | 66,679 | -2,578 | $1.7M | -$227.6K | -3.7% |
| RITHOLTZ WEALTH MANAGEMENT | 9,207 | -6,894 | $238.8K | -$216.2K | -42.8% |
| Investors Research Corp | 14,120 | -6,225 | $366.3K | -$208.7K | -30.6% |
| Corient Private Wealth LLC | 62,401 | -2,094 | $1.6M | -$203.9K | -3.2% |
| Ethic Inc. | 57,294 | -2,272 | $1.5M | -$197.1K | -3.8% |
| MERCER GLOBAL ADVISORS INC /ADV | 30,304 | -4,360 | $786.1K | -$193.5K | -12.6% |
| Vident Advisory, LLC | 18,048 | -5,148 | $468.2K | -$187.3K | -22.2% |
| Gallacher Capital Management LLC | 11,231 | -5,699 | $291.3K | -$187.1K | -33.7% |
| Sequoia Financial Advisors, LLC | 7,726 | -5,117 | $200.4K | -$162.5K | -39.8% |
| OSAIC HOLDINGS, INC. | 26,139 | -4,038 | $678.3K | -$154.1K | -13.4% |
| Orion Porfolio Solutions, LLC | 9,845 | -4,557 | $255.4K | -$151.6K | -31.6% |
| SIGNATUREFD, LLC | 17,026 | -3,572 | $441.7K | -$140.4K | -17.3% |
| Midwest Trust Co | 54,041 | -295 | $1.4M | -$133.7K | -0.5% |
| QUADRANT CAPITAL GROUP LLC | 23,370 | -2,339 | $606.2K | -$120.3K | -9.1% |
| Ballentine Partners, LLC | 20,715 | -2,296 | $537.3K | -$112.9K | -10.0% |
| NAPLES GLOBAL ADVISORS, LLC | 24,200 | -1,433 | $627.7K | -$96.6K | -5.6% |
| Nova R Wealth, Inc. | 39,314 | -37 | $1.0M | -$92.3K | -0.1% |
| Avantra Family Wealth, Inc. | 11,606 | -2,212 | $301.1K | -$89.4K | -16.0% |
| Dorsey & Whitney Trust CO LLC | 11,925 | -2,069 | $309.3K | -$86.1K | -14.8% |
| AlphaCore Capital LLC | 9,437 | -2,128 | $244.8K | -$82.0K | -18.4% |
| Lido Advisors, LLC | 11,259 | -1,978 | $298.4K | -$75.7K | -14.9% |
| SIH Partners, LLLP | 32,254 | 0 | $836.7K | -$74.8K | 0.0% |
| Rakuten Securities, Inc. | 3,180 | -2,011 | $82.5K | -$64.2K | -38.7% |
| MML INVESTORS SERVICES, LLC | 18,472 | -710 | $479.2K | -$62.9K | -3.7% |
| EverSource Wealth Advisors, LLC | 2,903 | -1,789 | $75.3K | -$57.3K | -38.1% |
| MARCO INVESTMENT MANAGEMENT LLC | 17,200 | -600 | $446.2K | -$56.9K | -3.4% |
| Silvercrest Asset Management Group LLC | 23,900 | 0 | $620.0K | -$55.4K | 0.0% |
| Forum Financial Management, LP | 23,785 | 0 | $617.0K | -$55.2K | 0.0% |
| Garner Asset Management Corp | 20,070 | -200 | $520.6K | -$52.2K | -1.0% |
| Eagle Strategies LLC | 9,225 | -1,002 | $239.3K | -$49.7K | -9.8% |
| Parvin Asset Management, LLC | 3,355 | -1,450 | $87.0K | -$48.8K | -30.2% |
| KEYNOTE FINANCIAL SERVICES LLC | 17,404 | -219 | $451.5K | -$46.6K | -1.2% |
| ACADIAN ASSET MANAGEMENT LLC | 774,893 | -1,526,729 | $20.1K | -$44.9K | -66.3% |
| FRANKLIN RESOURCES INC | 9,056 | -702 | $234.9K | -$40.8K | -7.2% |
| SYON CAPITAL LLC | 10,576 | -529 | $274.3K | -$39.5K | -4.8% |
| Empirical Asset Management, LLC | 11,555 | -415 | $299.7K | -$38.5K | -3.5% |
| Federation des caisses Desjardins du Quebec | 1,571 | -1,184 | $40.8K | -$37.1K | -43.0% |
| Parkside Financial Bank & Trust | 1,565 | -1,070 | $40.6K | -$33.9K | -40.6% |
| Parallel Advisors, LLC | 5,055 | -649 | $131.1K | -$30.1K | -11.4% |
| DENALI ADVISORS LLC | 8,687 | -294 | $225.3K | -$28.5K | -3.3% |
| NIA IMPACT ADVISORS, LLC | 12,145 | 0 | $315.0K | -$28.2K | 0.0% |
| Blue Trust, Inc. | 3,962 | -495 | $102.8K | -$23.2K | -11.1% |
| TPG Advisors LLC | 9,603 | 0 | $249.1K | -$22.3K | 0.0% |
| Bond & Devick Financial Network, Inc. | 8,150 | 0 | $211.4K | -$18.9K | 0.0% |
| True Wealth Design, LLC | 98 | -550 | $2.5K | -$15.8K | -84.9% |
| CVA Family Office, LLC | 6,782 | 0 | $175.9K | -$15.7K | 0.0% |
| EASTERN BANK | 6,000 | 0 | $155.6K | -$13.9K | 0.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 19,664 | -390 | $578.3K | +$13.6K | -1.9% |
| NATIXIS ADVISORS, LLC | 23,688 | -479,947 | $614 | -$13.6K | -95.3% |
| Steward Partners Investment Advisory, LLC | 769 | -398 | $20.0K | -$13.0K | -34.1% |
| Caldwell Trust Co | 3,000 | -200 | $77.8K | -$12.6K | -6.3% |
| WealthCollab, LLC | 567 | -387 | $14.7K | -$12.3K | -40.6% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 10,389 | 0 | $281.8K | -$11.8K | 0.0% |
| Firsthand Capital Management, Inc. | 5,000 | 0 | $129.7K | -$11.6K | 0.0% |
| Farther Finance Advisors, LLC | 2,810 | -120 | $72.9K | -$9.9K | -4.1% |
| INGALLS & SNYDER LLC | 20,342 | -317,085 | $528 | -$9.0K | -94.0% |
| Sawyer & Company, Inc | 345 | 0 | $8.9K | +$8.9K | 0.0% |
| KELLEHER FINANCIAL ADVISORS | 3,765 | 0 | $97.7K | -$8.7K | 0.0% |
| MAI Capital Management | 3,277 | -32 | $85.0K | -$8.5K | -1.0% |
| Cornerstone Planning Group LLC | 21 | -460 | $637 | -$8.4K | -95.6% |
| Compass Financial Services Inc | 144 | -262 | $3.7K | -$7.7K | -64.5% |
| GAMMA Investing LLC | 2,978 | -20 | $77.2K | -$7.5K | -0.7% |
| Crews Bank & Trust | 2,800 | 0 | $72.6K | -$6.5K | 0.0% |
| ROTHSCHILD INVESTMENT LLC | 1,221 | -94 | $31.7K | -$5.5K | -7.1% |
| Spire Wealth Management | 209 | -174 | $5.4K | -$5.4K | -45.4% |
| Indiana Trust & Investment Management Co | 2,250 | 0 | $58.4K | -$5.2K | 0.0% |
| Wilmington Savings Fund Society, FSB | 2,000 | 0 | $51.9K | -$4.6K | 0.0% |
| Raiffeisen Bank International AG | 500 | 0 | $9.6K | -$4.3K | 0.0% |
| HARBOUR INVESTMENTS, INC. | 1,696 | -5 | $44.0K | -$4.1K | -0.3% |
| TCTC Holdings, LLC | 1,500 | 0 | $38.9K | -$3.5K | 0.0% |
| Salomon & Ludwin, LLC | 163 | -108 | $4.5K | -$3.3K | -39.9% |
| FINANCIAL CONSULATE, INC | 52 | -87 | $1.3K | -$2.6K | -62.6% |
| ARMSTRONG ADVISORY GROUP, INC | 1,000 | 0 | $25.9K | -$2.3K | 0.0% |
| Sunbelt Securities, Inc. | 856 | 0 | $22.2K | -$2.0K | 0.0% |
| JFS WEALTH ADVISORS, LLC | 79 | -56 | $2.0K | -$1.8K | -41.5% |
| OAKWORTH CAPITAL, INC. | 759 | 0 | $19.7K | -$1.8K | 0.0% |
| MOTCO | 756 | 0 | $19.6K | -$1.8K | 0.0% |
| Crewe Advisors LLC | 688 | 0 | $17.8K | -$1.6K | 0.0% |
| PRIVATE TRUST CO NA | 571 | 0 | $14.8K | -$1.3K | 0.0% |
| TOTH FINANCIAL ADVISORY CORP | 4 | -46 | $104 | -$1.3K | -92.0% |
| Princeton Global Asset Management LLC | 550 | 0 | $14.3K | -$1.3K | 0.0% |
| Bare Financial Services, Inc | 138 | -33 | $3.6K | -$1.3K | -19.3% |
| Bell Investment Advisors, Inc | 137 | -32 | $3.6K | -$1.2K | -18.9% |
| City State Bank | 510 | 0 | $13.2K | -$1.2K | 0.0% |
| High Note Wealth, LLC | 500 | 0 | $13.0K | -$1.2K | 0.0% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 16 | -39 | $415 | -$1.1K | -70.9% |
| Cheviot Value Management, LLC | 200 | 0 | $6.1K | +$1.0K | 0.0% |
| FIRST HORIZON CORP | 420 | 0 | $10.9K | -$974 | 0.0% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 315 | 0 | $8.2K | -$731 | 0.0% |
| ROGCO, LP | 215 | 0 | $5.6K | -$499 | 0.0% |
| Chung Wu Investment Group, LLC | 200 | 0 | $5.2K | -$464 | 0.0% |
| Vermillion Wealth Management, Inc. | 195 | 0 | $5.1K | -$453 | 0.0% |
| LRI Investments, LLC | 153 | 0 | $4.0K | -$355 | 0.0% |
| ALBION FINANCIAL GROUP /UT | 127 | 0 | $3.3K | -$295 | 0.0% |
| HANTZ FINANCIAL SERVICES, INC. | 97,859 | -165 | $2.5K | -$232 | -0.2% |
| N.E.W. Advisory Services LLC | 100 | 0 | $2.6K | -$232 | 0.0% |
| Stephens Consulting, LLC | 100 | 0 | $2.6K | -$232 | 0.0% |
| Key Financial Inc | 95 | 0 | $2.5K | -$230 | 0.0% |
| AdvisorNet Financial, Inc | 96 | 0 | $2.5K | -$223 | 0.0% |
| Transamerica Financial Advisors, LLC | 3 | -7 | $78 | -$205 | -70.0% |
| DAGCO, INC. | 70 | 0 | $1.8K | -$163 | 0.0% |
| NewEdge Advisors, LLC | 53 | 0 | $1.4K | -$119 | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 21,448 | -1,874 | $556 | -$103 | -8.0% |
| Triumph Capital Management | 40 | 0 | $1.0K | -$92 | 0.0% |
| Bangor Savings Bank | 39 | 0 | $1.0K | -$90 | 0.0% |
| Peterson Wealth Services | 37 | -1,142 | $960 | -$86 | -96.9% |
| Legacy Wealth Managment, LLC/ID | 34 | 0 | $882 | -$79 | 0.0% |
| HARBOR INVESTMENT ADVISORY, LLC | 34 | 0 | $882 | -$79 | 0.0% |
| New Millennium Group LLC | 25 | 0 | $649 | -$58 | 0.0% |
| Archer Investment Corp | 18 | 0 | $467 | -$42 | 0.0% |
| CWM, LLC | 6,587 | -955 | $171 | -$42 | -12.7% |
| Capital Analysts, LLC | 91 | -160 | $2 | -$5 | -63.7% |
| HUNTINGTON NATIONAL BANK | 1 | 0 | $26 | -$2 | 0.0% |
| GW&K Investment Management, LLC | 92 | 0 | $2 | -$1 | 0.0% |
| NOMURA ASSET MANAGEMENT CO LTD | 0 | 0 | $0 | $0 | — |
| TSFG, LLC | 37 | 0 | $1 | $0 | 0.0% |