Appian CorporationAPPNNASDAQ
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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Keener Financial Planning LLC | -- | Dec 31, 25 | -314 | -- |
| Main Street Group, LTD | -- | Dec 31, 25 | -131 | -- |
| BlackRock, Inc. | 3.40M | Sep 30, 25 | +211.84K | -- |
| Lead Edge Capital Management, LLC | 1.81M | Sep 30, 25 | +186.35K | -- |
| Abdiel Capital Advisors, LP | 1.32M | Sep 30, 25 | -6.39M | -- |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.29M | Sep 30, 25 | +600.34K | -- |
| MORGAN STANLEY | 1.24M | Sep 30, 25 | +601.63K | -- |
| FIRST TRUST ADVISORS LP | 1.07M | Sep 30, 25 | -72.94K | -- |
| STATE STREET CORP | 1.03M | Sep 30, 25 | -12.88K | -- |
| GEODE CAPITAL MANAGEMENT, LLC | 1.01M | Sep 30, 25 | +5.10K | -- |
| Wolf Hill Capital Management, LP | 995.21K | Sep 30, 25 | +745.21K | -- |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 685.27K | Sep 30, 25 | +173.46K | -- |
| ACADIAN ASSET MANAGEMENT LLC | 672.10K | Sep 30, 25 | +290.00K | -- |
| D. E. Shaw & Co., Inc. | 647.11K | Sep 30, 25 | -262.64K | -- |
| AQR CAPITAL MANAGEMENT LLC | 622.10K | Sep 30, 25 | +375.42K | -- |
| CITADEL ADVISORS LLC | 606.51K | Sep 30, 25 | +400.84K | -- |
| Nuveen, LLC | 593.70K | Sep 30, 25 | +509.45K | -- |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 515.11K | Sep 30, 25 | -3.46K | -- |
| Qube Research & Technologies Ltd | 457.38K | Sep 30, 25 | -39.36K | -- |
| MARSHALL WACE, LLP | 445.58K | Sep 30, 25 | -163.78K | -- |
| ALGERT GLOBAL LLC | 429.51K | Sep 30, 25 | +355.83K | -- |
| Connor, Clark & Lunn Investment Management Ltd. | 419.22K | Sep 30, 25 | +44.46K | -- |
| BANK OF AMERICA CORP /DE/ | 410.64K | Sep 30, 25 | +173.22K | -- |
| MILLENNIUM MANAGEMENT LLC | 402.96K | Sep 30, 25 | +332.99K | -- |
| TUDOR INVESTMENT CORP ET AL | 369.87K | Sep 30, 25 | +248.17K | -- |
| GOLDMAN SACHS GROUP INC | 365.92K | Sep 30, 25 | +152.84K | -- |
| HARBER ASSET MANAGEMENT LLC | 361.82K | Sep 30, 25 | +6.43K | -- |
| NORTHERN TRUST CORP | 358.26K | Sep 30, 25 | +936 | -- |
| Squarepoint Ops LLC | 346.55K | Sep 30, 25 | +252.85K | -- |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 337.90K | Sep 30, 25 | -7.64K | -- |
| ROYAL BANK OF CANADA | 300.80K | Sep 30, 25 | +296.91K | -- |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 273.31K | Sep 30, 25 | +128.57K | -- |
| HAWK RIDGE CAPITAL MANAGEMENT LP | 262.30K | Sep 30, 25 | -- | -- |
| FMR LLC | 261.90K | Sep 30, 25 | +27.63K | -- |
| BNP PARIBAS ARBITRAGE, SNC | 249.02K | Sep 30, 25 | +106.31K | -- |
| Trexquant Investment LP | 204.56K | Sep 30, 25 | -19.10K | -- |
| Cubist Systematic Strategies, LLC | 201.46K | Sep 30, 25 | +27.61K | -- |
| CITIGROUP INC | 200.85K | Sep 30, 25 | +152.28K | -- |
| JPMORGAN CHASE & CO | 190.16K | Sep 30, 25 | -18.67K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 188.56K | Sep 30, 25 | +95.00K | -- |
| JANE STREET GROUP, LLC | 187.79K | Sep 30, 25 | +48.79K | -- |
| Cinctive Capital Management LP | 185.92K | Sep 30, 25 | +185.92K | -- |
| Woodline Partners LP | 172.78K | Sep 30, 25 | +159.19K | -- |
| Schonfeld Strategic Advisors LLC | 171.19K | Sep 30, 25 | +85.53K | -- |
| Russell Investments Group, Ltd. | 161.48K | Sep 30, 25 | +15.84K | -- |
| CANADA PENSION PLAN INVESTMENT BOARD | 161.30K | Sep 30, 25 | +160.90K | -- |
| Jump Financial, LLC | 157.50K | Sep 30, 25 | +157.50K | -- |
| DEUTSCHE BANK AG\ | 135.51K | Sep 30, 25 | +28.42K | -- |
| Roubaix Capital, LLC | 133.51K | Sep 30, 25 | +133.51K | -- |
| PDT Partners, LLC | 130.42K | Sep 30, 25 | -- | -- |
| BARCLAYS PLC | 127.79K | Sep 30, 25 | +50.11K | -- |
| JANUS HENDERSON GROUP PLC | 122.43K | Sep 30, 25 | -227.76K | -- |
| Bank of New York Mellon Corp | 118.02K | Sep 30, 25 | +5.76K | -- |
| IEQ CAPITAL, LLC | 78.87K | Sep 30, 25 | +58.88K | -- |
| RHUMBLINE ADVISERS | 77.35K | Sep 30, 25 | +8.28K | -- |
| SEI INVESTMENTS CO | 75.12K | Sep 30, 25 | +36.37K | -- |
| UBS ASSET MANAGEMENT AMERICAS INC | 69.09K | Sep 30, 25 | -51.01K | -- |
| PANAGORA ASSET MANAGEMENT INC | 67.41K | Sep 30, 25 | +31.11K | -- |
| Swiss National Bank | 62.70K | Sep 30, 25 | +1.20K | -- |
| CAPITAL FUND MANAGEMENT S.A. | 59.04K | Sep 30, 25 | +59.04K | -- |
| HRT FINANCIAL LP | 58.31K | Sep 30, 25 | +58.31K | -- |
| DARK FOREST CAPITAL MANAGEMENT LP | 55.65K | Sep 30, 25 | -104.30K | -- |
| Engineers Gate Manager LP | 55.04K | Sep 30, 25 | -21.66K | -- |
| Verition Fund Management LLC | 50.18K | Sep 30, 25 | -5.22K | -- |
| Walleye Capital LLC | 49.66K | Sep 30, 25 | +49.66K | -- |
| KING LUTHER CAPITAL MANAGEMENT CORP | 48.83K | Sep 30, 25 | -54.72K | -- |
| Invesco Ltd. | 42.18K | Sep 30, 25 | +9.83K | -- |
| ALLIANCEBERNSTEIN L.P. | 39.66K | Sep 30, 25 | -7.45K | -- |
| RAYMOND JAMES FINANCIAL INC | 39.63K | Sep 30, 25 | -6.05K | -- |
| PRICE T ROWE ASSOCIATES INC /MD/ | 39.06K | Sep 30, 25 | +16.80K | -- |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 38.55K | Sep 30, 25 | +38.55K | -- |
| Legal & General Group Plc | 37.73K | Sep 30, 25 | +632 | -- |
| Campbell & CO Investment Adviser LLC | 35.45K | Sep 30, 25 | +35.45K | -- |
| WELLS FARGO & COMPANY/MN | 32.03K | Sep 30, 25 | -37.79K | -- |
| TWO SIGMA INVESTMENTS, LP | 31.16K | Sep 30, 25 | -11.00K | -- |
| Man Group plc | 31.07K | Sep 30, 25 | -25.49K | -- |
| Voleon Capital Management LP | 30.23K | Sep 30, 25 | +30.23K | -- |
| MACKENZIE FINANCIAL CORP | 29.60K | Sep 30, 25 | +29.60K | -- |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 29.08K | Sep 30, 25 | +2 | -- |
| VIRGINIA RETIREMENT SYSTEMS ET AL | 28.71K | Sep 30, 25 | +10.10K | -- |
| Y-Intercept (Hong Kong) Ltd | 26.30K | Sep 30, 25 | -107.37K | -- |
| Dynamic Technology Lab Private Ltd | 24.35K | Sep 30, 25 | -4.94K | -- |
| MetLife Investment Management, LLC | 23.96K | Sep 30, 25 | -- | -- |
| Bayesian Capital Management, LP | 21.69K | Sep 30, 25 | +21.69K | -- |
| SIMPLEX TRADING, LLC | 21.42K | Sep 30, 25 | +9.71K | -- |
| Atom Investors LP | 21.28K | Sep 30, 25 | +21.28K | -- |
| Penserra Capital Management LLC | 20.61K | Sep 30, 25 | +4.22K | -- |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 19.54K | Sep 30, 25 | -1.21K | -- |
| STATE OF WISCONSIN INVESTMENT BOARD | 19.37K | Sep 30, 25 | -3.14K | -- |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 19.15K | Sep 30, 25 | +19.15K | -- |
| Cerity Partners LLC | 18.97K | Sep 30, 25 | +18.97K | -- |
| TWINBEECH CAPITAL LP | 18.91K | Sep 30, 25 | -48.57K | -- |
| CAPSTONE INVESTMENT ADVISORS, LLC | 18.50K | Sep 30, 25 | +5.58K | -- |
| GSA CAPITAL PARTNERS LLP | 17.92K | Sep 30, 25 | -61.34K | -- |
| Creative Planning | 16.85K | Sep 30, 25 | +7.20K | -- |
| Mariner, LLC | 16.31K | Sep 30, 25 | +16.31K | -- |
| Magnetar Financial LLC | 15.59K | Sep 30, 25 | +5.32K | -- |
| DRW Securities, LLC | 15.41K | Sep 30, 25 | +5.68K | -- |
| BLAIR WILLIAM & CO/IL | 14.78K | Sep 30, 25 | -100 | -- |
| INTECH INVESTMENT MANAGEMENT LLC | 13.98K | Sep 30, 25 | -2.40K | -- |
| NEW YORK STATE COMMON RETIREMENT FUND | 13.95K | Sep 30, 25 | -- | -- |
| Bridgefront Capital, LLC | 13.86K | Sep 30, 25 | +7.06K | -- |
| SRS Capital Advisors, Inc. | 13.30K | Sep 30, 25 | +13.28K | -- |
| VOYA INVESTMENT MANAGEMENT LLC | 13.05K | Sep 30, 25 | +1.94K | -- |
| Parallax Volatility Advisers, L.P. | 12.11K | Sep 30, 25 | +12.11K | -- |
| Point72 (DIFC) Ltd | 12.04K | Sep 30, 25 | +7.73K | -- |
| MERCER GLOBAL ADVISORS INC /ADV | 11.99K | Sep 30, 25 | +11.99K | -- |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 11.71K | Sep 30, 25 | -- | -- |
| ZACKS INVESTMENT MANAGEMENT | 11.70K | Sep 30, 25 | -- | -- |
| XTX Topco Ltd | 11.67K | Sep 30, 25 | +4.59K | -- |
| EntryPoint Capital, LLC | 11.57K | Sep 30, 25 | +11.57K | -- |
| NATIXIS | 11.51K | Sep 30, 25 | -- | -- |
| Skopos Labs, Inc. | 11.40K | Sep 30, 25 | +11.36K | -- |
| Graham Capital Management, L.P. | 11.15K | Sep 30, 25 | -18.15K | -- |
| Police & Firemen's Retirement System of New Jersey | 10.91K | Sep 30, 25 | +1.90K | -- |
| Quest Partners LLC | 10.85K | Sep 30, 25 | -3.69K | -- |
| Entropy Technologies, LP | 10.48K | Sep 30, 25 | +10.48K | -- |
| Gotham Asset Management, LLC | 10.44K | Sep 30, 25 | +1.62K | -- |
| PRELUDE CAPITAL MANAGEMENT, LLC | 10.17K | Sep 30, 25 | +1.18K | -- |
| Amundi | 9.96K | Sep 30, 25 | -23.37K | -- |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 9.83K | Sep 30, 25 | -22.86K | -- |
| Polymer Capital Management (US) LLC | 9.62K | Sep 30, 25 | +9.62K | -- |
| FourThought Financial Partners, LLC | 9.56K | Sep 30, 25 | +9.56K | -- |
| WOLVERINE TRADING, LLC | 9.19K | Sep 30, 25 | +9.19K | -- |
| Savant Capital, LLC | 8.96K | Sep 30, 25 | +8.96K | -- |
| CAXTON ASSOCIATES LLP | 8.94K | Sep 30, 25 | -47.01K | -- |
| Olympiad Research LP | 8.84K | Sep 30, 25 | +121 | -- |
| CAPTRUST FINANCIAL ADVISORS | 8.78K | Sep 30, 25 | +8.78K | -- |
| Caption Management, LLC | 8.70K | Sep 30, 25 | -71.78K | -- |
| Handelsbanken Fonder AB | 8.20K | Sep 30, 25 | -- | -- |
| Versor Investments LP | 7.98K | Sep 30, 25 | -6.96K | -- |
| Headlands Technologies LLC | 7.76K | Sep 30, 25 | +6.58K | -- |
| Summit Global Investments | 7.58K | Sep 30, 25 | -- | -- |
| LPL Financial LLC | 7.46K | Sep 30, 25 | -2.63K | -- |
| State of Tennessee, Treasury Department | 7.34K | Sep 30, 25 | +3.02K | -- |
| ProShare Advisors LLC | 6.94K | Sep 30, 25 | -1.55K | -- |
| Point72 Asset Management, L.P. | 6.87K | Sep 30, 25 | -6.88K | -- |
| Larson Financial Group LLC | 6.48K | Sep 30, 25 | +5.95K | -- |
| GROUP ONE TRADING, L.P. | 5.63K | Sep 30, 25 | +5.36K | -- |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 4.29K | Sep 30, 25 | -- | -- |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 3.59K | Sep 30, 25 | -291.13K | -- |
| Ameritas Investment Partners, Inc. | 3.38K | Sep 30, 25 | -786 | -- |
| GLOBEFLEX CAPITAL L P | 3.00K | Sep 30, 25 | -- | -- |
| ADVISOR GROUP HOLDINGS, INC. | 2.62K | Sep 30, 25 | -582 | -- |
| Aquatic Capital Management LLC | 2.45K | Sep 30, 25 | +2.45K | -- |
| JONES FINANCIAL COMPANIES LLLP | 1.65K | Sep 30, 25 | +886 | -- |
| AMALGAMATED BANK | 1.41K | Sep 30, 25 | -- | -- |
| Point72 Asia (Singapore) Pte. Ltd. | 1.18K | Sep 30, 25 | +1.18K | -- |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.15K | Sep 30, 25 | -48 | -- |
| Allworth Financial LP | 1.13K | Sep 30, 25 | +720 | -- |
| Steward Partners Investment Advisory, LLC | 1.04K | Sep 30, 25 | -- | -- |
| Wealthspire Advisors, LLC | 1.00K | Sep 30, 25 | +1.00K | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 968 | Sep 30, 25 | +846 | -- |
| State of Wyoming | 943 | Sep 30, 25 | -3.85K | -- |
| EverSource Wealth Advisors, LLC | 811 | Sep 30, 25 | +599 | -- |
| Point72 Europe (London) LLP | 731 | Sep 30, 25 | +731 | -- |
| Tower Research Capital LLC (TRC) | 706 | Sep 30, 25 | -3.58K | -- |
| MAI Capital Management | 564 | Sep 30, 25 | +150 | -- |
| Avalon Trust Co | 500 | Sep 30, 25 | +500 | -- |
| Federation des caisses Desjardins du Quebec | 400 | Sep 30, 25 | -165 | -- |
| IFP Advisors, Inc | 393 | Sep 30, 25 | +348 | -- |
| Advisory Services Network, LLC | 383 | Sep 30, 25 | +383 | -- |
| BNP Paribas Asset Management Holding S.A. | 347 | Sep 30, 25 | +57 | -- |
| Bank of Jackson Hole Trust | 336 | Sep 30, 25 | -- | -- |
| CHILTON CAPITAL MANAGEMENT LLC | 322 | Sep 30, 25 | -- | -- |
| Optiver Holding B.V. | 276 | Sep 30, 25 | +276 | -- |
| Clearstead Advisors, LLC | 258 | Sep 30, 25 | +258 | -- |
| SBI Securities Co., Ltd. | 235 | Sep 30, 25 | -130 | -- |
| ROTHSCHILD INVESTMENT LLC | 198 | Sep 30, 25 | +158 | -- |
| Hemington Wealth Management | 190 | Sep 30, 25 | -- | -- |
| Groupe la Francaise | 150 | Sep 30, 25 | +150 | -- |
| NewEdge Advisors, LLC | 130 | Sep 30, 25 | -300 | -- |
| Parallel Advisors, LLC | 108 | Sep 30, 25 | +45 | -- |
| Missouri Trust & Investment Co | 105 | Sep 30, 25 | -- | -- |
| Sterling Capital Management LLC | 96 | Sep 30, 25 | +2 | -- |
| Quarry LP | 62 | Sep 30, 25 | +8 | -- |
| HARBOUR INVESTMENTS, INC. | 57 | Sep 30, 25 | -- | -- |
| CIBC Private Wealth Group, LLC | 50 | Sep 30, 25 | -- | -- |
| Washington Trust Advisors, Inc. | 38 | Sep 30, 25 | +38 | -- |
| JPL Wealth Management, LLC | 35 | Sep 30, 25 | +35 | -- |
| Mascoma Wealth Management LLC | 30 | Sep 30, 25 | -- | -- |
| PRINCIPAL SECURITIES, INC. | 20 | Sep 30, 25 | -- | -- |
| Sunbelt Securities, Inc. | 19 | Sep 30, 25 | +19 | -- |
| Covestor Ltd | 18 | Sep 30, 25 | +18 | -- |
| QUADRANT CAPITAL GROUP LLC | 18 | Sep 30, 25 | +18 | -- |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 15 | Sep 30, 25 | -- | -- |
| NATIONAL BANK OF CANADA /FI/ | 12 | Sep 30, 25 | +12 | -- |
| Strategic Advocates LLC | 8 | Sep 30, 25 | +8 | -- |
| Golden State Wealth Management, LLC | 8 | Sep 30, 25 | -- | -- |
| Glen Eagle Advisors, LLC | 7 | Sep 30, 25 | -- | -- |
| Caitong International Asset Management Co., Ltd | 6 | Sep 30, 25 | -35 | -- |
| Global Retirement Partners, LLC | 2 | Sep 30, 25 | -- | -- |
| TWO SIGMA ADVISERS, LP | -- | Sep 30, 25 | -10.65K | -- |
| Ameritas Advisory Services, LLC | -- | Sep 30, 25 | -31 | -- |
| Holocene Advisors, LP | -- | Sep 30, 25 | -16.72K | -- |
| Walleye Trading LLC | -- | Sep 30, 25 | -2.05K | -- |
| MorganRosel Wealth Management, LLC | -- | Sep 30, 25 | -100 | -- |
| Point72 Hong Kong Ltd | -- | Sep 30, 25 | -15.97K | -- |
| RPD Fund Management LLC | -- | Sep 30, 25 | -11.16K | -- |
| GPS Wealth Strategies Group, LLC | -- | Sep 30, 25 | -106 | -- |
| J. Goldman & Co LP | -- | Sep 30, 25 | -90.22K | -- |
| Brevan Howard Capital Management LP | -- | Sep 30, 25 | -11.91K | -- |
| PineBridge Investments, L.P. | -- | Sep 30, 25 | -183.52K | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Sep 30, 25 | -1 | -- |
| CLEAR STREET MARKETS LLC | -- | Sep 30, 25 | -5.04K | -- |
| Centiva Capital, LP | -- | Sep 30, 25 | -11.59K | -- |
| Manchester Capital Management LLC | -- | Sep 30, 25 | -200 | -- |
| TOTAL INVESTMENT MANAGEMENT INC | -- | Sep 30, 25 | -1 | -- |
| Synergy Financial Group, LTD | -- | Sep 30, 25 | -9.06K | -- |
| HUNTINGTON NATIONAL BANK | -- | Sep 30, 25 | -9 | -- |
| INCEPTIONR LLC | -- | Sep 30, 25 | -9.34K | -- |
| Dogwood Wealth Management LLC | -- | Sep 30, 25 | -60 | -- |
| Nebula Research & Development LLC | 67.73K | Jun 30, 25 | +67.73K | -- |
| HAP Trading, LLC | -- | Jun 30, 25 | -30.74K | -- |
| CIBC WORLD MARKETS CORP | -- | Jun 30, 25 | -8.94K | -- |
| Lindbrook Capital, LLC | 217 | Mar 31, 25 | +72 | -- |
| Nuveen Asset Management, LLC | 222.75K | Dec 31, 24 | +116.66K | -- |
| BERYLSON CAPITAL PARTNERS, LLC | 54.50K | Sep 30, 24 | +54.50K | -- |
| nVerses Capital, LLC | 3.00K | Sep 30, 24 | -400 | -- |
| PEAK6 Investments LLC | 730 | Sep 30, 24 | -51.44K | -- |
| Carmichael Hill & Associates, Inc. | -- | Sep 30, 24 | -10 | -- |
| Eisler Capital (US) LLC | -- | Sep 30, 24 | -26.99K | -- |
| BlackRock Inc. | 3.22M | Jun 30, 24 | +52.09K | -- |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -20 | -- |
| CREDIT SUISSE AG/ | 78.42K | Mar 31, 24 | +732 | -- |
| Cutler Group LLC / CA | -- | Mar 31, 24 | -2.77K | -- |
| Bartlett & Co. LLC | 750 | Dec 31, 23 | -- | -- |
| Point72 Middle East FZE | -- | Dec 31, 23 | -4.91K | -- |
| Column Capital Advisors, LLC | 189 | Sep 30, 23 | -- | -- |
| Lumature Wealth Partners, LLC | 600 | Jun 30, 23 | -- | -- |
| Kistler-Tiffany Companies, LLC | 596 | Jun 30, 23 | -- | -- |
| BerganKDV Wealth Management, LLC | 130 | Jun 30, 23 | -- | -- |
| BDO Wealth Advisors, LLC | 20 | Jun 30, 23 | +20 | -- |
| ETF MANAGERS GROUP, LLC | 4.04K | Mar 31, 23 | +4.04K | -- |
| Gyon Technologies Capital Management, LP | 3.23K | Dec 31, 22 | +3.23K | -- |
| Cribstone Capital Management, LLC | 1.80K | Dec 31, 22 | -- | -- |
| StackLine Partners LP | 604.14K | Sep 30, 22 | +69.66K | -- |
| AlphaCrest Capital Management LLC | 8.17K | Sep 30, 22 | +8.17K | -- |
| American Portfolios Advisors | 2.03K | Sep 30, 22 | -180 | -- |
| Covington Capital Management | 325 | Sep 30, 22 | +300 | -- |
| WIPFLI FINANCIAL ADVISORS LLC, | 316 | Sep 30, 22 | +316 | -- |
| MUFG Americas Holdings Corp | 240 | Sep 30, 22 | +240 | -- |
| SIENA CAPITAL LLC | 4 | Sep 30, 22 | -- | -- |
| Lake Point Wealth Management | 147 | Jun 30, 22 | -- | -- |
| EXANE DERIVATIVES | 59 | Jun 30, 22 | -3.04K | -- |
| Private Capital Group, LLC | -- | Jun 30, 22 | -20 | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 73.30K | Mar 31, 22 | +23.75K | -- |
| Amalgamated Financial Corp. | 6.44K | Mar 31, 22 | +6.44K | -- |
| Lenox Wealth Advisors, LLC | 30 | Mar 31, 22 | -- | -- |
| NEXT Financial Group, Inc | 4.34K | Dec 31, 21 | +770 | -- |
| Carroll Financial Associates, Inc. | -- | Dec 31, 21 | -100 | -- |
| VIVID FINANCIAL MANAGEMENT, INC. | -- | Dec 31, 21 | -3.25K | -- |
| Sonora Investment Management, LLC | 1.75K | Sep 30, 21 | +300 | -- |
| Berman Capital Advisors, LLC | 96 | Sep 30, 21 | +50 | -- |
| Cascadia Advisory Services, LLC | -- | Sep 30, 21 | -1.65K | -- |
| PICTET ASSET MANAGEMENT LTD | 2.60K | Jun 30, 21 | -- | -- |
| WELD CAPITAL MANAGEMENT LLC | -- | Jun 30, 21 | -3.13K | -- |
| ANGLEPOINT ASSET MANAGEMENT, LTD. | 406.58K | Mar 31, 21 | -69.22K | -- |
| AMUNDI ASSET MANAGEMENT US, INC. | 1.40K | Mar 31, 21 | -- | -- |
| WHITE SQUARE CAPITAL LLP | -- | Mar 31, 21 | -3.45K | -- |
| Aperio Group, LLC | 3.86K | Dec 31, 20 | +3.86K | -- |
| Winslow, Evans & Crocker, Inc. | 500 | Dec 31, 20 | +500 | -- |
| Wealthspire Advisors, L.P. | -- | Sep 30, 20 | -19.32K | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 21.07K | Dec 31, 19 | +1.17K | -- |
| Advisor Group, Inc. | 4.60K | Dec 31, 19 | -1.17K | -- |
| SUNTRUST BANKS INC | 6.30K | Sep 30, 19 | +13 | -- |
| Cortina Asset Management, LLC | 603.74K | Jun 30, 19 | +15.14K | -- |
| Delpha Capital Management, LLC | -- | Mar 31, 18 | -788 | -- |
| ROCKEFELLER FINANCIAL SERVICES INC | 13.35K | Dec 31, 17 | +13.35K | -- |