BXSL(BXSL)
BXSL
Institutional Ownership
Top 478 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 6.00M | Mar 31, 26 | +66.17K | 2.58% |
| BANK OF AMERICA CORP /DE/ | 5.76M | Mar 31, 26 | -355.44K | 2.48% |
| UBS Group AG | 4.73M | Mar 31, 26 | -3.05K | 2.03% |
| STRS OHIO | 4.00M | Mar 31, 26 | +4.00M | 1.72% |
| NOMURA ASSET MANAGEMENT CO LTD | 3.56M | Mar 31, 26 | -250.40K | 1.53% |
| Blackstone Inc. | 3.21M | Mar 31, 26 | -- | 1.38% |
| Ensign Peak Advisors, Inc | 2.60M | Mar 31, 26 | +385.00K | 1.12% |
| CI Private Wealth, LLC | 2.53M | Mar 31, 26 | -472.75K | 1.09% |
| Generali Asset Management SPA SGR | 2.52M | Mar 31, 26 | +475.00K | 1.08% |
| OMERS ADMINISTRATION Corp | 2.22M | Mar 31, 26 | +326.37K | 0.95% |
| VAN ECK ASSOCIATES CORP | 2.12M | Mar 31, 26 | -3.03M | 0.91% |
| WELLS FARGO & COMPANY/MN | 2.04M | Mar 31, 26 | +527.55K | 0.88% |
| Sound Income Strategies, LLC | 1.72M | Mar 31, 26 | +144.12K | 0.74% |
| CUSTOM INDEX SYSTEMS, LLC | 1.60M | Mar 31, 26 | +1.60M | 0.69% |
| ROYAL BANK OF CANADA | 1.42M | Mar 31, 26 | +18.84K | 0.61% |
| JPMORGAN CHASE & CO | 1.42M | Mar 31, 26 | +82.67K | 0.61% |
| Creative Planning | 1.36M | Mar 31, 26 | -59.40K | 0.58% |
| KING STREET CAPITAL MANAGEMENT, L.P. | 1.25M | Mar 31, 26 | +1.25M | 0.54% |
| Muzinich & Co., Inc. | 1.19M | Mar 31, 26 | +18.43K | 0.51% |
| HighTower Advisors, LLC | 957.12K | Mar 31, 26 | -49.38K | 0.41% |
| Cresset Asset Management, LLC | 951.27K | Mar 31, 26 | +404.14K | 0.41% |
| Sumitomo Mitsui Trust Holdings, Inc. | 896.55K | Mar 31, 26 | +3.00K | 0.39% |
| SOROS FUND MANAGEMENT LLC | 867.50K | Mar 31, 26 | +867.50K | 0.37% |
| AMERIPRISE FINANCIAL INC | 842.07K | Mar 31, 26 | +95.32K | 0.36% |
| ARES MANAGEMENT LLC | 805.69K | Mar 31, 26 | +4.59K | 0.35% |
| Progeny 3, Inc. | 772.16K | Mar 31, 26 | -- | 0.33% |
| BlackRock, Inc. | 761.00K | Mar 31, 26 | +551.25K | 0.33% |
| Altshuler Shaham Ltd | 750.00K | Mar 31, 26 | -- | 0.32% |
| Russell Investments Group, Ltd. | 727.10K | Mar 31, 26 | +537.27K | 0.31% |
| RAYMOND JAMES FINANCIAL INC | 682.89K | Mar 31, 26 | -21.86K | 0.29% |
| Allen Investment Management LLC | 666.32K | Mar 31, 26 | -90.02K | 0.29% |
| LPL Financial LLC | 628.71K | Mar 31, 26 | -97.89K | 0.27% |
| TWO SIGMA INVESTMENTS, LP | 627.21K | Mar 31, 26 | -499.13K | 0.27% |
| FRANKLIN RESOURCES INC | 609.13K | Mar 31, 26 | -38.90K | 0.26% |
| Border to Coast Pensions Partnership Ltd | 600.00K | Mar 31, 26 | +50.00K | 0.26% |
| MILLENNIUM MANAGEMENT LLC | 569.58K | Mar 31, 26 | -41.65K | 0.24% |
| FMR LLC | 569.38K | Mar 31, 26 | -503.95K | 0.24% |
| D. E. Shaw & Co., Inc. | 480.81K | Mar 31, 26 | +270.85K | 0.21% |
| Rockefeller Capital Management L.P. | 474.72K | Mar 31, 26 | +297.44K | 0.20% |
| Global Strategic Investment Solutions, LLC | 404.74K | Mar 31, 26 | -17.85K | 0.17% |
| John & Kathleen Schreiber Foundation | 381.58K | Mar 31, 26 | -- | 0.16% |
| STANSBERRY ASSET MANAGEMENT, LLC | 370.77K | Mar 31, 26 | +73.29K | 0.16% |
| Cetera Investment Advisers | 339.42K | Mar 31, 26 | +3.89K | 0.15% |
| BROWN BROTHERS HARRIMAN & CO | 331.92K | Mar 31, 26 | +322.00K | 0.14% |
| ENVESTNET ASSET MANAGEMENT INC | 315.50K | Mar 31, 26 | -8.04K | 0.14% |
| M&G Plc | 300.00K | Mar 31, 26 | -- | 0.13% |
| Beacon Pointe Advisors, LLC | 299.09K | Mar 31, 26 | +228.91K | 0.13% |
| STATE STREET CORP | 282.74K | Mar 31, 26 | +29.29K | 0.12% |
| LaFleur & Godfrey LLC | 279.44K | Mar 31, 26 | +22.57K | 0.12% |
| Trexquant Investment LP | 277.00K | Mar 31, 26 | -157.91K | 0.12% |
| BNP PARIBAS ARBITRAGE, SNC | 266.50K | Mar 31, 26 | +2.19K | 0.11% |
| SHIKIAR ASSET MANAGEMENT INC | 264.94K | Mar 31, 26 | -32.05K | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 264.30K | Mar 31, 26 | -567 | 0.11% |
| JANE STREET GROUP, LLC | 260.55K | Mar 31, 26 | +244.82K | 0.11% |
| Perissos Private Wealth Management, LLC | 257.33K | Mar 31, 26 | -41.79K | 0.11% |
| QVT Financial LP | 249.63K | Mar 31, 26 | +17.42K | 0.11% |
| Columbus Macro, LLC | 248.05K | Mar 31, 26 | +9.76K | 0.11% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 244.29K | Mar 31, 26 | +244.29K | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 243.75K | Mar 31, 26 | +208.56K | 0.10% |
| Steward Partners Investment Advisory, LLC | 238.61K | Mar 31, 26 | +914 | 0.10% |
| SFMG, LLC | 232.86K | Mar 31, 26 | -4.53K | 0.10% |
| Bell Bank | 232.85K | Mar 31, 26 | +232.85K | 0.10% |
| Colony Group, LLC | 217.59K | Mar 31, 26 | +71.81K | 0.09% |
| DENALI ADVISORS LLC | 204.15K | Mar 31, 26 | -8.94K | 0.09% |
| Amplius Wealth Advisors, LLC | 191.70K | Mar 31, 26 | -209.42K | 0.08% |
| Advisors Asset Management, Inc. | 189.96K | Mar 31, 26 | +11.92K | 0.08% |
| FIRST NATIONAL TRUST CO | 187.20K | Mar 31, 26 | -- | 0.08% |
| Quadrant Private Wealth Management, LLC | 181.22K | Mar 31, 26 | -1.17K | 0.08% |
| STIFEL FINANCIAL CORP | 156.06K | Mar 31, 26 | -69.65K | 0.07% |
| Americana Partners, LLC | 154.05K | Mar 31, 26 | +2.04K | 0.07% |
| Cambridge Investment Research Advisors, Inc. | 149.74K | Mar 31, 26 | -55.56K | 0.06% |
| Baird Financial Group, Inc. | 149.45K | Mar 31, 26 | -130.69K | 0.06% |
| GOLDMAN SACHS GROUP INC | 147.73K | Mar 31, 26 | +54.88K | 0.06% |
| Venture Visionary Partners LLC | 145.99K | Mar 31, 26 | +20.00K | 0.06% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 144.05K | Mar 31, 26 | -12.87K | 0.06% |
| Sanctuary Advisors, LLC | 141.83K | Mar 31, 26 | +2.79K | 0.06% |
| TRANSCEND CAPITAL ADVISORS, LLC | 139.08K | Mar 31, 26 | +1.14K | 0.06% |
| Arkadios Wealth Advisors | 137.27K | Mar 31, 26 | +3.75K | 0.06% |
| Naviter Wealth, LLC | 136.41K | Mar 31, 26 | +24.23K | 0.06% |
| Pine Valley Investments Ltd Liability Co | 132.32K | Mar 31, 26 | -31.90K | 0.06% |
| Mariner, LLC | 131.32K | Mar 31, 26 | +16.32K | 0.06% |
| Cornerstone Advisory, LLC | 128.68K | Mar 31, 26 | +14.40K | 0.06% |
| Parkwood LLC | 127.64K | Mar 31, 26 | -- | 0.05% |
| Hedeker Wealth, LLC | 121.39K | Mar 31, 26 | +64.70K | 0.05% |
| QTR Family Wealth, LLC | 120.08K | Mar 31, 26 | +23.21K | 0.05% |
| MAGNOLIA CAPITAL ADVISORS LLC | 112.86K | Mar 31, 26 | -51.27K | 0.05% |
| Ethos Financial Group, LLC | 111.85K | Mar 31, 26 | +197 | 0.05% |
| LAZARD ASSET MANAGEMENT LLC | 108.62K | Mar 31, 26 | +26.12K | 0.05% |
| Mount Yale Investment Advisors, LLC | 107.89K | Mar 31, 26 | -2.31K | 0.05% |
| Sequoia Financial Advisors, LLC | 107.44K | Mar 31, 26 | -12.88K | 0.05% |
| Vestmark Advisory Solutions, Inc. | 103.89K | Mar 31, 26 | -6.31K | 0.04% |
| GenTrust, LLC | 102.86K | Mar 31, 26 | +11.10K | 0.04% |
| Lido Advisors, LLC | 102.78K | Mar 31, 26 | +1.89K | 0.04% |
| Providence Capital Advisors, LLC | 100.66K | Mar 31, 26 | +3.21K | 0.04% |
| Avidian Wealth Solutions, LLC | 99.87K | Mar 31, 26 | +41.55K | 0.04% |
| INDEPENDENT FINANCIAL GROUP, LLC | 95.02K | Mar 31, 26 | +15.05K | 0.04% |
| BLAIR WILLIAM & CO/IL | 93.81K | Mar 31, 26 | +2.54K | 0.04% |
| UMB Bank, n.a. | 93.59K | Mar 31, 26 | -1.49K | 0.04% |
| BigSur Wealth Management LLC | 90.92K | Mar 31, 26 | -33.43K | 0.04% |
| Osbon Capital Management LLC | 90.81K | Mar 31, 26 | +5.48K | 0.04% |
| Register Financial Advisors LLC | 86.96K | Mar 31, 26 | +1.64K | 0.04% |
| Destiny Wealth Partners, LLC | 84.65K | Mar 31, 26 | -337.18K | 0.04% |
| AlphaCore Capital LLC | 84.13K | Mar 31, 26 | +11.71K | 0.04% |
| Whipplewood Advisors, LLC | 82.87K | Mar 31, 26 | +12.18K | 0.04% |
| Embree Financial Group | 82.17K | Mar 31, 26 | -3.06K | 0.04% |
| Bank of New York Mellon Corp | 81.75K | Mar 31, 26 | +8.75K | 0.04% |
| IMMERSION CORP | 79.20K | Mar 31, 26 | -- | 0.03% |
| Icon Wealth Advisors, LLC | 78.06K | Mar 31, 26 | -759 | 0.03% |
| Invesco Ltd. | 73.81K | Mar 31, 26 | -33.50K | 0.03% |
| GFS Advisors, LLC | 71.55K | Mar 31, 26 | +300 | 0.03% |
| IEQ CAPITAL, LLC | 71.25K | Mar 31, 26 | +30.86K | 0.03% |
| Spire Wealth Management | 70.83K | Mar 31, 26 | -9.61K | 0.03% |
| Truvestments Capital LLC | 67.32K | Mar 31, 26 | +67.32K | 0.03% |
| CIBC WORLD MARKET INC. | 67.04K | Mar 31, 26 | -15.50K | 0.03% |
| IMC-Chicago, LLC | 66.88K | Mar 31, 26 | +66.88K | 0.03% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 65.58K | Mar 31, 26 | +7.38K | 0.03% |
| Sunbelt Securities, Inc. | 65.44K | Mar 31, 26 | +8.84K | 0.03% |
| Lansforsakringar Fondforvaltning AB (publ) | 64.91K | Mar 31, 26 | +10.31K | 0.03% |
| SMITH, MOORE & CO. | 64.67K | Mar 31, 26 | +3.86K | 0.03% |
| Barnett & Company, Inc. | 63.13K | Mar 31, 26 | -2.50K | 0.03% |
| Neuberger Berman Group LLC | 62.20K | Mar 31, 26 | -3.66K | 0.03% |
| Fiduciary Group LLC | 61.55K | Mar 31, 26 | +6.88K | 0.03% |
| Hennion & Walsh Asset Management, Inc. | 61.30K | Mar 31, 26 | -11.98K | 0.03% |
| Bramshill Investments, LLC | 60.98K | Mar 31, 26 | -16.46K | 0.03% |
| Engineers Gate Manager LP | 60.50K | Mar 31, 26 | +35.73K | 0.03% |
| Cyndeo Wealth Partners, LLC | 59.97K | Mar 31, 26 | +20.70K | 0.03% |
| Summit Financial, LLC | 59.92K | Mar 31, 26 | +5.53K | 0.03% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 59.21K | Mar 31, 26 | +59.21K | 0.03% |
| Legacy Capital Wealth Partners, LLC | 59.10K | Mar 31, 26 | +5.69K | 0.03% |
| FIDUCIARY TRUST CO | 58.94K | Mar 31, 26 | -- | 0.03% |
| Aquatic Capital Management LLC | 58.66K | Mar 31, 26 | -40.34K | 0.03% |
| Jefferies Financial Group Inc. | 58.59K | Mar 31, 26 | +57.74K | 0.03% |
| GRIFFIN ASSET MANAGEMENT, INC. | 55.43K | Mar 31, 26 | +36.40K | 0.02% |
| CFO4Life Group, LLC | 54.97K | Mar 31, 26 | -12.60K | 0.02% |
| Farther Finance Advisors, LLC | 54.72K | Mar 31, 26 | +52 | 0.02% |
| Williams Jones Wealth Management, LLC. | 54.17K | Mar 31, 26 | -- | 0.02% |
| Generali Investments CEE, investicni spolecnost, a.s. | 52.94K | Mar 31, 26 | -- | 0.02% |
| ExodusPoint Capital Management, LP | 52.81K | Mar 31, 26 | +52.81K | 0.02% |
| Belpointe Asset Management LLC | 52.19K | Mar 31, 26 | +40.05K | 0.02% |
| HSBC HOLDINGS PLC | 51.25K | Mar 31, 26 | +1.25K | 0.02% |
| Adams Asset Advisors, LLC | 50.17K | Mar 31, 26 | +832 | 0.02% |
| Johnson Financial Group, LLC | 49.88K | Mar 31, 26 | -27.38K | 0.02% |
| COMMONWEALTH EQUITY SERVICES, LLC | 49.84K | Mar 31, 26 | -8.80K | 0.02% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 49.45K | Mar 31, 26 | +41.24K | 0.02% |
| BROWN ADVISORY INC | 46.99K | Mar 31, 26 | +11.72K | 0.02% |
| Ridgeline Wealth Planning, LLC | 46.88K | Mar 31, 26 | +16.56K | 0.02% |
| Cerity Partners LLC | 45.96K | Mar 31, 26 | +11.29K | 0.02% |
| Activest Wealth Management | 45.85K | Mar 31, 26 | +6.75K | 0.02% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 45.43K | Mar 31, 26 | -2.06K | 0.02% |
| SRS Capital Advisors, Inc. | 43.88K | Mar 31, 26 | +32.97K | 0.02% |
| Cornerstone Wealth Management, LLC | 43.80K | Mar 31, 26 | -9.08K | 0.02% |
| DELPHI MANAGEMENT INC /MA/ | 42.61K | Mar 31, 26 | -3.33K | 0.02% |
| 1832 Asset Management L.P. | 42.45K | Mar 31, 26 | -- | 0.02% |
| AVISO WEALTH MANAGEMENT | 42.33K | Mar 31, 26 | +346 | 0.02% |
| Capstone Wealth Management Group LLC | 42.05K | Mar 31, 26 | -1.10K | 0.02% |
| Joseph P. Lucia & Associates, LLC | 41.74K | Mar 31, 26 | -110 | 0.02% |
| Fortis Capital Advisors, LLC | 40.77K | Mar 31, 26 | +40.77K | 0.02% |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 40.44K | Mar 31, 26 | +40.44K | 0.02% |
| Laffer Tengler Investments | 40.11K | Mar 31, 26 | +40.11K | 0.02% |
| SIMPLEX TRADING, LLC | 39.77K | Mar 31, 26 | +39.77K | 0.02% |
| Tempus Wealth Planning, LLC | 39.01K | Mar 31, 26 | +13.92K | 0.02% |
| Wellington Shields & Co., LLC | 38.98K | Mar 31, 26 | -649 | 0.02% |
| Fieldview Capital Management, LLC | 38.11K | Mar 31, 26 | +23.11K | 0.02% |
| SIMON QUICK ADVISORS, LLC | 38.09K | Mar 31, 26 | +38.09K | 0.02% |
| Apeiron RIA LLC | 37.98K | Mar 31, 26 | +37.98K | 0.02% |
| Callodine Capital Management, LP | 37.50K | Mar 31, 26 | -37.50K | 0.02% |
| Mesirow Financial Investment Management, Inc. | 36.27K | Mar 31, 26 | +8.37K | 0.02% |
| TT Capital Management LLC | 35.75K | Mar 31, 26 | +7.90K | 0.02% |
| NewEdge Advisors, LLC | 35.41K | Mar 31, 26 | -3.15K | 0.02% |
| Jaffetilchin Investment Partners, LLC | 35.04K | Mar 31, 26 | +21.45K | 0.02% |
| BBR PARTNERS, LLC | 34.96K | Mar 31, 26 | +1.43K | 0.02% |
| Massar Capital Management, LP | 34.42K | Mar 31, 26 | +34.42K | 0.01% |
| Institute for Wealth Management, LLC. | 34.27K | Mar 31, 26 | -45.01K | 0.01% |
| BANK OF MONTREAL /CAN/ | 31.84K | Mar 31, 26 | -25.87K | 0.01% |
| Summit Global Investments | 31.27K | Mar 31, 26 | +612 | 0.01% |
| Marex Group plc | 30.79K | Mar 31, 26 | -67.66K | 0.01% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 30.19K | Mar 31, 26 | -6.01K | 0.01% |
| Sterling Investment Advisors, Ltd. | 29.97K | Mar 31, 26 | +18.73K | 0.01% |
| Elm3 Financial Group, LLC | 29.84K | Mar 31, 26 | -5.74K | 0.01% |
| Kestra Advisory Services, LLC | 29.68K | Mar 31, 26 | +12.08K | 0.01% |
| Perigon Wealth Management, LLC | 29.14K | Mar 31, 26 | -9.34K | 0.01% |
| TCG Advisory Services, LLC | 28.97K | Mar 31, 26 | +28.97K | 0.01% |
| MAI Capital Management | 28.52K | Mar 31, 26 | +7.84K | 0.01% |
| NOMURA HOLDINGS INC | 28.34K | Mar 31, 26 | +17.84K | 0.01% |
| AQR CAPITAL MANAGEMENT LLC | 28.16K | Mar 31, 26 | -41.44K | 0.01% |
| CHOREO, LLC | 27.78K | Mar 31, 26 | -6.69K | 0.01% |
| Investment Partners Asset Management, Inc. | 27.40K | Mar 31, 26 | -9.63K | 0.01% |
| Triumph Capital Management | 27.22K | Mar 31, 26 | -3.86K | 0.01% |
| North Ground Capital | 27.04K | Mar 31, 26 | +27.04K | 0.01% |
| Rathbones Group PLC | 27.00K | Mar 31, 26 | -- | 0.01% |
| Platform Technology Partners | 26.06K | Mar 31, 26 | +4.51K | 0.01% |
| Empowered Funds, LLC | 25.86K | Mar 31, 26 | +5.32K | 0.01% |
| Joel Isaacson & Co., LLC | 25.38K | Mar 31, 26 | -620 | 0.01% |
| XTX Topco Ltd | 25.35K | Mar 31, 26 | -90.86K | 0.01% |
| Bayshore Capital Advisors, LLC | 25.00K | Mar 31, 26 | +25.00K | 0.01% |
| Evercore Wealth Management, LLC | 24.65K | Mar 31, 26 | +2.50K | 0.01% |
| HB Wealth Management, LLC | 24.03K | Mar 31, 26 | +3.59K | 0.01% |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 23.88K | Mar 31, 26 | -- | 0.01% |
| Virtus Investment Advisers, Inc. | 23.70K | Mar 31, 26 | +964 | 0.01% |
| GUGGENHEIM CAPITAL LLC | 23.38K | Mar 31, 26 | +2.30K | 0.01% |
| FIFTH THIRD BANCORP | 23.33K | Mar 31, 26 | +23.33K | 0.01% |
| EVERPAR ADVISORS LLC | 23.18K | Mar 31, 26 | -221 | 0.01% |
| COLUMBIA ADVISORY PARTNERS LLC | 22.93K | Mar 31, 26 | -6.57K | 0.01% |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 22.44K | Mar 31, 26 | -3.19K | 0.01% |
| KCM INVESTMENT ADVISORS LLC | 22.00K | Mar 31, 26 | +7.00K | 0.01% |
| Valeo Financial Advisors, LLC | 21.50K | Mar 31, 26 | +9.32K | 0.01% |
| Moors & Cabot, Inc. | 21.49K | Mar 31, 26 | +1.92K | 0.01% |
| United Advisor Group, LLC | 21.01K | Mar 31, 26 | +7.20K | 0.01% |
| ArchPoint Investors | 21.00K | Mar 31, 26 | -- | 0.01% |
| Apollon Wealth Management, LLC | 20.68K | Mar 31, 26 | +1.27K | 0.01% |
| Texas Yale Capital Corp. | 20.55K | Mar 31, 26 | -12.67K | 0.01% |
| Wealthspire Advisors, LLC | 20.54K | Mar 31, 26 | +1.20K | 0.01% |
| EAGLE GLOBAL ADVISORS LLC | 20.49K | Mar 31, 26 | +8.98K | 0.01% |
| Van Hulzen Asset Management, LLC | 20.30K | Mar 31, 26 | +1.15K | 0.01% |
| BASSO CAPITAL MANAGEMENT, L.P. | 20.20K | Mar 31, 26 | +12.00K | 0.01% |
| Ronald Blue Trust, Inc. | 19.84K | Mar 31, 26 | -- | 0.01% |
| Pathstone Holdings, LLC | 19.64K | Mar 31, 26 | -13.97K | 0.01% |
| Westbourne Investment Advisors, Inc. | 19.50K | Mar 31, 26 | +1.60K | 0.01% |
| Sage Investment Counsel LLC | 18.80K | Mar 31, 26 | +2.00K | 0.01% |
| Axiom Investment Management LLC | 18.50K | Mar 31, 26 | +18.50K | 0.01% |
| OPPENHEIMER & CO INC | 18.27K | Mar 31, 26 | -27 | 0.01% |
| Allie Family Office LLC | 18.05K | Mar 31, 26 | -- | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 17.89K | Mar 31, 26 | +3.30K | 0.01% |
| Comprehensive Money Management Services LLC | 17.88K | Mar 31, 26 | +325 | 0.01% |
| Equitable Holdings, Inc. | 17.70K | Mar 31, 26 | +5.29K | 0.01% |
| Brevan Howard Capital Management LP | 17.60K | Mar 31, 26 | -10.45K | 0.01% |
| Taylor & Morgan Wealth Management, LLC | 16.80K | Mar 31, 26 | -3.45K | 0.01% |
| London & Capital Asset Management Ltd | 16.77K | Mar 31, 26 | +2.66K | 0.01% |
| Stratos Wealth Partners, LTD. | 16.60K | Mar 31, 26 | -1.01K | 0.01% |
| Proficio Capital Partners LLC | 16.21K | Mar 31, 26 | -90.35K | 0.01% |
| Integrated Advisors Network LLC | 16.16K | Mar 31, 26 | -1.37K | 0.01% |
| Real Talk Capital, LLC | 16.02K | Mar 31, 26 | +1.42K | 0.01% |
| DRW Securities, LLC | 15.96K | Mar 31, 26 | +15.96K | 0.01% |
| Forum Financial Management, LP | 15.73K | Mar 31, 26 | -- | 0.01% |
| Tranquility Partners, LLC | 15.58K | Mar 31, 26 | +3.16K | 0.01% |
| Parallel Advisors, LLC | 15.44K | Mar 31, 26 | -- | 0.01% |
| Permanens Capital L.P. | 15.38K | Mar 31, 26 | +15.38K | 0.01% |
| Accredited Investors Inc. | 15.00K | Mar 31, 26 | -- | 0.01% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 14.85K | Mar 31, 26 | -12.81K | 0.01% |
| NewEdge Wealth, LLC | 14.72K | Mar 31, 26 | +183 | 0.01% |
| Private Advisor Group, LLC | 14.70K | Mar 31, 26 | -10.20K | 0.01% |
| Foundations Investment Advisors, LLC | 14.63K | Mar 31, 26 | +6.15K | 0.01% |
| Cassaday & Co Wealth Management LLC | 14.61K | Mar 31, 26 | -- | 0.01% |
| CWM, LLC | 14.61K | Mar 31, 26 | +4.05K | 0.01% |
| Toroso Investments, LLC | 14.60K | Mar 31, 26 | -320 | 0.01% |
| MGO Private Wealth, LLC | 14.52K | Mar 31, 26 | -95.67K | 0.01% |
| Monument Capital Management | 14.42K | Mar 31, 26 | -6.77K | 0.01% |
| TRUIST FINANCIAL CORP | 14.35K | Mar 31, 26 | -1.06K | 0.01% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 13.84K | Mar 31, 26 | -2.85K | 0.01% |
| MML INVESTORS SERVICES, LLC | 13.75K | Mar 31, 26 | -21.91K | 0.01% |
| Resolute Wealth Strategies, LLC | 13.58K | Mar 31, 26 | +350 | 0.01% |
| StoneX Group Inc. | 13.26K | Mar 31, 26 | -9.59K | 0.01% |
| PVG ASSET MANAGEMENT CORP | 13.10K | Mar 31, 26 | +13.10K | 0.01% |
| Concurrent Investment Advisors, LLC | 13.09K | Mar 31, 26 | +821 | 0.01% |
| Seelaus Asset Management LLC | 13.05K | Mar 31, 26 | -- | 0.01% |
| Sanibel Captiva Trust Company, Inc. | 12.81K | Mar 31, 26 | +2.81K | 0.01% |
| Advyzon Investment Management, LLC | 12.71K | Mar 31, 26 | +2.35K | 0.01% |
| CAPTRUST FINANCIAL ADVISORS | 12.66K | Mar 31, 26 | +2.82K | 0.01% |
| Prospera Financial Services Inc | 12.51K | Mar 31, 26 | +4.88K | 0.01% |
| Werba Rubin Papier Wealth Management | 12.43K | Mar 31, 26 | +12.43K | 0.01% |
| Robertson Stephens Wealth Management, LLC | 12.10K | Mar 31, 26 | -- | 0.01% |
| CV Advisors LLC | 12.03K | Mar 31, 26 | -- | 0.01% |
| Almanack Investment Partners, LLC. | 12.00K | Mar 31, 26 | -12.00K | 0.01% |
| Waterloo Capital, L.P. | 11.99K | Mar 31, 26 | -130.28K | 0.01% |
| HARBOUR INVESTMENTS, INC. | 11.91K | Mar 31, 26 | +319 | 0.01% |
| Accurate Wealth Management, LLC | 11.89K | Mar 31, 26 | -- | 0.01% |
| Pallas Capital Advisors LLC | 11.78K | Mar 31, 26 | -11.74K | 0.01% |
| Campbell & CO Investment Adviser LLC | 11.73K | Mar 31, 26 | +11.73K | 0.01% |
| Kathmere Capital Management, LLC | 11.72K | Mar 31, 26 | +11.72K | 0.01% |
| IPG Investment Advisors LLC | 11.70K | Mar 31, 26 | -500 | 0.01% |
| BRYN MAWR TRUST Co | 11.26K | Mar 31, 26 | +11.26K | 0.00% |
| Essex Financial Services, Inc. | 11.15K | Mar 31, 26 | -10.95K | 0.00% |
| Allworth Financial LP | 11.15K | Mar 31, 26 | -125 | 0.00% |
| PATRICK M SWEENEY & ASSOCIATES, INC | 11.07K | Mar 31, 26 | +10 | 0.00% |
| BOKF, NA | 11.07K | Mar 31, 26 | -292 | 0.00% |
| Klingman & Associates, LLC | 10.71K | Mar 31, 26 | +10 | 0.00% |
| Pasadena Private Wealth, LLC | 10.55K | Mar 31, 26 | -600 | 0.00% |
| TRUST CO OF VIRGINIA /VA | 10.51K | Mar 31, 26 | -- | 0.00% |
| TD Waterhouse Canada Inc. | 10.41K | Mar 31, 26 | -- | 0.00% |
| Financial Synergies Wealth Advisors, Inc. | 10.30K | Mar 31, 26 | +183 | 0.00% |
| Catalyst Funds Management Pty Ltd | 10.18K | Mar 31, 26 | +10.18K | 0.00% |
| Fiduciary Alliance LLC | 10.05K | Mar 31, 26 | -- | 0.00% |
| Glenview Trust Co | 9.90K | Mar 31, 26 | -- | 0.00% |
| Harbour Capital Advisors, LLC | 9.88K | Mar 31, 26 | -- | 0.00% |
| WEDBUSH SECURITIES INC | 9.86K | Mar 31, 26 | +609 | 0.00% |
| FLAGSHIP HARBOR ADVISORS, LLC | 9.71K | Mar 31, 26 | +298 | 0.00% |
| Advisors Capital Management, LLC | 9.62K | Mar 31, 26 | -566.26K | 0.00% |
| Capital Planning Advisors, LLC | 9.59K | Mar 31, 26 | -81 | 0.00% |
| PEDDOCK CAPITAL ADVISORS, LLC | 9.45K | Mar 31, 26 | +9.45K | 0.00% |
| Texas Capital Bank Wealth Management Services Inc | 9.39K | Mar 31, 26 | -- | 0.00% |
| Integrated Wealth Concepts LLC | 9.30K | Mar 31, 26 | +9.30K | 0.00% |
| Cooper Financial Group | 8.99K | Mar 31, 26 | -1.85K | 0.00% |
| Advisor OS, LLC | 8.97K | Mar 31, 26 | +284 | 0.00% |
| Snowden Capital Advisors LLC | 8.97K | Mar 31, 26 | -3.21K | 0.00% |
| Core Wealth Partners LLC | 8.89K | Mar 31, 26 | -- | 0.00% |
| Brucke Financial, Inc. | 8.75K | Mar 31, 26 | +8.75K | 0.00% |
| HM PAYSON & CO | 8.65K | Mar 31, 26 | +3.00K | 0.00% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 8.51K | Mar 31, 26 | +8.51K | 0.00% |
| Anfield Capital Management, LLC | 7.91K | Mar 31, 26 | -- | 0.00% |
| Wellington Shields Capital Management, LLC | 7.90K | Mar 31, 26 | +433 | 0.00% |
| Global Wealth Strategies & Associates | 7.87K | Mar 31, 26 | +2.00K | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 7.76K | Mar 31, 26 | +135 | 0.00% |
| Opal Wealth Advisors, LLC | 7.62K | Mar 31, 26 | +7.62K | 0.00% |
| Union Bancaire Privee, UBP SA | 7.42K | Mar 31, 26 | -24.57K | 0.00% |
| AREX Capital Management, LP | 7.00K | Mar 31, 26 | +7.00K | 0.00% |
| American Capital Advisory, LLC | 6.42K | Mar 31, 26 | +182 | 0.00% |
| AMERIFLEX GROUP, INC. | 6.23K | Mar 31, 26 | +6.23K | 0.00% |
| IFP Advisors, Inc | 5.93K | Mar 31, 26 | -1.80K | 0.00% |
| SG Americas Securities, LLC | 5.51K | Mar 31, 26 | -5.18K | 0.00% |
| Advisory Services Network, LLC | 5.24K | Mar 31, 26 | -7.13K | 0.00% |
| Annis Gardner Whiting Capital Advisors, LLC | 5.20K | Mar 31, 26 | +2.47K | 0.00% |
| EverSource Wealth Advisors, LLC | 5.15K | Mar 31, 26 | +2.71K | 0.00% |
| TWIN PEAKS WEALTH ADVISORS, LLC | 4.94K | Mar 31, 26 | +4.94K | 0.00% |
| Catalyst Capital Advisors LLC | 4.00K | Mar 31, 26 | +4.00K | 0.00% |
| North Star Investment Management Corp. | 3.68K | Mar 31, 26 | +16 | 0.00% |
| Caitong International Asset Management Co., Ltd | 3.57K | Mar 31, 26 | -74 | 0.00% |
| PRIVATE TRUST CO NA | 3.40K | Mar 31, 26 | +800 | 0.00% |
| Atlantic Union Bankshares Corp | 3.30K | Mar 31, 26 | -- | 0.00% |
| Tower Research Capital LLC (TRC) | 3.29K | Mar 31, 26 | +3.29K | 0.00% |
| Investors Research Corp | 2.88K | Mar 31, 26 | +2.88K | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 2.56K | Mar 31, 26 | -3.71K | 0.00% |
| Western Wealth Management, LLC | 2.45K | Mar 31, 26 | +2.45K | 0.00% |
| Security National Bank | 2.35K | Mar 31, 26 | -- | 0.00% |
| BARCLAYS PLC | 2.17K | Mar 31, 26 | +2.17K | 0.00% |
| Grove Bank & Trust | 2.00K | Mar 31, 26 | -- | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 1.98K | Mar 31, 26 | -- | 0.00% |
| Westfuller Advisors, LLC | 1.98K | Mar 31, 26 | -- | 0.00% |
| ARMSTRONG ADVISORY GROUP, INC | 1.81K | Mar 31, 26 | +813 | 0.00% |
| Strategic Wealth Partners, Ltd. | 1.48K | Mar 31, 26 | +500 | 0.00% |
| Fairman Group, LLC | 1.45K | Mar 31, 26 | -- | 0.00% |
| BI Asset Management Fondsmaeglerselskab A/S | 1.28K | Mar 31, 26 | +36 | 0.00% |
| OSTERWEIS CAPITAL MANAGEMENT INC | 1.27K | Mar 31, 26 | -- | 0.00% |
| Caitlin John, LLC | 1.20K | Mar 31, 26 | +1.20K | 0.00% |
| SIGNATUREFD, LLC | 1.00K | Mar 31, 26 | -- | 0.00% |
| Ritter Daniher Financial Advisory LLC / DE | 889 | Mar 31, 26 | +25 | 0.00% |
| Provenance Wealth Advisors, LLC | 602 | Mar 31, 26 | +602 | 0.00% |
| HUNTINGTON NATIONAL BANK | 566 | Mar 31, 26 | +566 | 0.00% |
| Colonial Trust Co / SC | 511 | Mar 31, 26 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 395 | Mar 31, 26 | -- | 0.00% |
| HAZLETT, BURT & WATSON, INC. | 387 | Mar 31, 26 | +11 | 0.00% |
| US BANCORP \DE\ | 385 | Mar 31, 26 | -- | 0.00% |
| JFS WEALTH ADVISORS, LLC | 311 | Mar 31, 26 | +311 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 238 | Mar 31, 26 | +7 | 0.00% |
| Root Financial Partners, LLC | 188 | Mar 31, 26 | +188 | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 125 | Mar 31, 26 | +125 | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 120 | Mar 31, 26 | -- | 0.00% |
| Westend Capital Management, LLC | 76 | Mar 31, 26 | -- | 0.00% |
| MOTCO | 71 | Mar 31, 26 | +71 | 0.00% |
| Mosley Wealth Management | 56 | Mar 31, 26 | +56 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 35 | Mar 31, 26 | +35 | 0.00% |
| FLC Capital Advisors | -- | Mar 31, 26 | -14.83K | -- |
| Schonfeld Strategic Advisors LLC | -- | Mar 31, 26 | -142.96K | -- |
| One Charles Private Wealth Services, LLC | -- | Mar 31, 26 | -9.83K | -- |
| Windsor Advisory Group, LLC | -- | Mar 31, 26 | -17.36K | -- |
| CITADEL ADVISORS LLC | -- | Mar 31, 26 | -295.62K | -- |
| FRG Family Wealth Advisors LLC | -- | Mar 31, 26 | -8.24K | -- |
| Summit Trail Advisors, LLC | -- | Mar 31, 26 | -16.62K | -- |
| GSA CAPITAL PARTNERS LLP | -- | Mar 31, 26 | -83.46K | -- |
| Janney Montgomery Scott LLC | -- | Mar 31, 26 | -357.45K | -- |
| Steel Peak Wealth Management LLC | -- | Mar 31, 26 | -11.00K | -- |
| Bare Financial Services, Inc | -- | Mar 31, 26 | -44 | -- |
| Qube Research & Technologies Ltd | -- | Mar 31, 26 | -203.16K | -- |
| Darwin Wealth Management, LLC | -- | Mar 31, 26 | -25 | -- |
| BECK CAPITAL MANAGEMENT, LLC | -- | Mar 31, 26 | -126.33K | -- |
| Bayview Asset Management, LLC | -- | Mar 31, 26 | -107.00K | -- |
| Empyrean Capital Partners, LP | -- | Mar 31, 26 | -765.00K | -- |
| Dynamic Technology Lab Private Ltd | -- | Mar 31, 26 | -55.00K | -- |
| CX Institutional | -- | Mar 31, 26 | -50 | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Mar 31, 26 | -2.67K | -- |
| Diversify Advisory Services, LLC | -- | Mar 31, 26 | -47.89K | -- |
| Atomi Financial Group, Inc. | -- | Mar 31, 26 | -8.31K | -- |
| CM WEALTH ADVISORS LLC | -- | Mar 31, 26 | -10.86K | -- |
| abrdn plc | -- | Mar 31, 26 | -203.52K | -- |
| CKW FINANCIAL GROUP | -- | Mar 31, 26 | -1.00K | -- |
| Dynamic Advisor Solutions LLC | -- | Mar 31, 26 | -25.62K | -- |
| PRELUDE CAPITAL MANAGEMENT, LLC | -- | Mar 31, 26 | -66.59K | -- |
| Jump Financial, LLC | -- | Mar 31, 26 | -59.17K | -- |
| DARK FOREST CAPITAL MANAGEMENT LP | -- | Mar 31, 26 | -75.60K | -- |
| Rossby Financial, LCC | -- | Mar 31, 26 | -315 | -- |
| NorthRock Partners, LLC | -- | Mar 31, 26 | -8.22K | -- |
| Noble Wealth Management PBC | -- | Mar 31, 26 | -500 | -- |
| DV Trading LLC | -- | Mar 31, 26 | -300 | -- |
| CASCADE INVESTMENT GROUP, INC. | -- | Mar 31, 26 | -9.35K | -- |
| GoalVest Advisory LLC | -- | Mar 31, 26 | -205 | -- |
| EVOLUTION WEALTH MANAGEMENT INC. | -- | Mar 31, 26 | -570 | -- |
| TRITONPOINT WEALTH, LLC | -- | Mar 31, 26 | -8.00K | -- |
| CHILTON INVESTMENT CO INC. | -- | Mar 31, 26 | -23.54K | -- |
| ARMISTICE CAPITAL, LLC | -- | Mar 31, 26 | -11.41K | -- |
| HRT FINANCIAL LP | -- | Mar 31, 26 | -47.91K | -- |
| Vontobel Holding Ltd. | -- | Mar 31, 26 | -38.70K | -- |
| Point72 Asset Management, L.P. | -- | Mar 31, 26 | -42.08K | -- |
| Verition Fund Management LLC | -- | Mar 31, 26 | -40.00K | -- |
| BOOTHBAY FUND MANAGEMENT, LLC | -- | Mar 31, 26 | -34.09K | -- |
| Quantbot Technologies LP | -- | Mar 31, 26 | -104.20K | -- |
| Compass Financial Services Inc | -- | Mar 31, 26 | -421 | -- |
| King Wealth | -- | Mar 31, 26 | -148.08K | -- |
| CENTRAL TRUST Co | -- | Mar 31, 26 | -191 | -- |
| Crescent Grove Advisors, LLC | -- | Mar 31, 26 | -18.39K | -- |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | -- | Mar 31, 26 | -51.81K | -- |
| Wealthcare Advisory Partners LLC | -- | Mar 31, 26 | -14.61K | -- |
| Physician Wealth Advisors, Inc. | -- | Mar 31, 26 | -9.70K | -- |
| Waverly Advisors, LLC | -- | Mar 31, 26 | -8.02K | -- |
| Prosperity Consulting Group, LLC | -- | Mar 31, 26 | -8.21K | -- |
| J.W. COLE ADVISORS, INC. | -- | Mar 31, 26 | -58.76K | -- |
| Chicago Partners Investment Group LLC | -- | Mar 31, 26 | -8.46K | -- |
| MOSAIC FINANCIAL GROUP, LLC | -- | Mar 31, 26 | -9.91K | -- |
| CWC Advisors, LLC. | -- | Mar 31, 26 | -166.50K | -- |
| WealthCollab, LLC | -- | Mar 31, 26 | -191 | -- |
| WHITTIER TRUST CO OF NEVADA INC | -- | Mar 31, 26 | -146 | -- |
| CCLA Investment Management | 1.29M | Dec 31, 25 | -973.68K | 0.55% |
| Global Retirement Partners, LLC | 113.84K | Dec 31, 25 | -26.61K | 0.05% |
| TWO SIGMA ADVISERS, LP | 101.29K | Dec 31, 25 | -48.50K | 0.04% |
| COMERICA BANK | 27.49K | Dec 31, 25 | +4.84K | 0.01% |
| CIBC Private Wealth Group, LLC | 20.65K | Dec 31, 25 | +1.33K | 0.01% |
| ORG Partners LLC | 1.20K | Dec 31, 25 | -15.15K | 0.00% |
| LM Advisors LLC | 623 | Dec 31, 25 | -21.46K | 0.00% |
| DV EQUITIES, LLC | 300 | Dec 31, 25 | +300 | 0.00% |
| New Millennium Group LLC | 1 | Dec 31, 25 | -- | 0.00% |
| Cubist Systematic Strategies, LLC | 141.69K | Sep 30, 25 | +41.58K | 0.06% |
| Sonora Investment Management Group, LLC | 63.29K | Sep 30, 25 | +3.17K | 0.03% |
| WOLVERINE TRADING, LLC | 52.24K | Sep 30, 25 | +52.24K | 0.02% |
| FULLCIRCLE WEALTH LLC | 32.40K | Sep 30, 25 | -5.82K | 0.01% |
| Ascent Capital Management, LLC | 24.29K | Sep 30, 25 | +561 | 0.01% |
| AXA Investment Managers S.A. | 18.28K | Sep 30, 25 | +18.28K | 0.01% |
| GRIES FINANCIAL LLC | 18.23K | Sep 30, 25 | -- | 0.01% |
| Point72 (DIFC) Ltd | 1.13K | Sep 30, 25 | -1.94K | 0.00% |
| Point72 Europe (London) LLP | 559 | Sep 30, 25 | +559 | 0.00% |
| CROWLEY WEALTH MANAGEMENT, INC. | 21 | Sep 30, 25 | -- | 0.00% |
| Guerra Advisors Inc | 1 | Sep 30, 25 | +1 | 0.00% |
| Lowe Wealth Advisors, LLC | -- | Sep 30, 25 | -72 | -- |
| Northeast Financial Consultants Inc | 3.36M | Jun 30, 25 | +216.84K | 1.44% |
| AVANTAX ADVISORY SERVICES, INC. | 18.25K | Jun 30, 25 | -4.10K | 0.01% |
| Nebula Research & Development LLC | 14.80K | Jun 30, 25 | +14.80K | 0.01% |
| First Horizon Advisors, Inc. | 2.19K | Jun 30, 25 | +1.67K | 0.00% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 500 | Jun 30, 25 | +500 | 0.00% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -79.71K | -- |
| BluePointe Capital Management, LLC | 102.68K | Mar 31, 25 | +28.98K | 0.04% |
| Sheaff Brock Investment Advisors, LLC | 9.15K | Mar 31, 25 | -- | 0.00% |
| Sandy Spring Bank | 3.30K | Mar 31, 25 | -- | 0.00% |
| Transform Wealth, LLC | -- | Mar 31, 25 | -6.54K | -- |
| Bison Wealth, LLC | 95.99K | Dec 31, 24 | -4.75K | 0.04% |
| HTLF Bank | 89.03K | Dec 31, 24 | -2.08K | 0.04% |
| Maiden Cove Capital, LLC | 8.78K | Dec 31, 24 | +210 | 0.00% |
| Wellington Wealth Strategies, LLC. | -- | Dec 31, 24 | -15.50K | -- |
| RAYMOND JAMES & ASSOCIATES | 469.41K | Sep 30, 24 | +10.20K | 0.20% |
| Raymond James Financial Services Advisors, Inc. | 138.99K | Sep 30, 24 | +21.12K | 0.06% |
| Carmichael Hill & Associates, Inc. | 600 | Sep 30, 24 | +300 | 0.00% |
| BlackRock Inc. | 603.43K | Jun 30, 24 | +11.86K | 0.26% |
| MCKINLEY CAPITAL MANAGEMENT LLC | 348.31K | Jun 30, 24 | +2.66K | 0.15% |
| KARPAS STRATEGIES, LLC | 99.71K | Jun 30, 24 | +2.27K | 0.04% |
| Cetera Advisors LLC | 68.92K | Mar 31, 24 | +61.07K | 0.03% |
| Cetera Advisor Networks LLC | 42.28K | Mar 31, 24 | +42.28K | 0.02% |
| Cipher Capital LP | 8.66K | Mar 31, 24 | +8.66K | 0.00% |
| STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC | 7.42K | Mar 31, 24 | +7.42K | 0.00% |
| Highlander Capital Management, LLC | 2.33K | Mar 31, 24 | -750 | 0.00% |
| Retirement Group, LLC | 200 | Mar 31, 24 | -- | 0.00% |
| PUTNAM INVESTMENTS LLC | 207.68K | Dec 31, 23 | +41.46K | 0.09% |
| DFPG INVESTMENTS, LLC | 71.13K | Dec 31, 23 | +2.01K | 0.03% |
| Simplicity Solutions, LLC | 22.82K | Dec 31, 23 | +22.82K | 0.01% |
| PATHSTONE FAMILY OFFICE, LLC | 201.48K | Sep 30, 23 | +272 | 0.09% |
| DUBUQUE BANK & TRUST CO | 101.93K | Sep 30, 23 | -3.90K | 0.04% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 54.85K | Sep 30, 23 | +37.15K | 0.02% |
| Icon Wealth Partners, LLC | 44.12K | Sep 30, 23 | +370 | 0.02% |
| MADISON WEALTH MANAGEMENT | 32.23K | Sep 30, 23 | -60 | 0.01% |
| Claybrook Capital, LLC | 10.40K | Sep 30, 23 | -- | 0.00% |
| GOODWIN DANIEL L | 8.45K | Sep 30, 23 | +500 | 0.00% |
| Sutton Wealth Advisors Inc. | 2.00K | Sep 30, 23 | -841 | 0.00% |
| BDO Wealth Advisors, LLC | 133.88K | Jun 30, 23 | -486 | 0.06% |
| Brainard Capital Management LLC | 200.92K | Mar 31, 23 | +263 | 0.09% |
| Kula Investments, LLC | 32.38K | Mar 31, 23 | +32.38K | 0.01% |
| Ascendant Capital Management, LLC | 9.00K | Mar 31, 23 | +9.00K | 0.00% |
| CFO4Life, L.P. | 113.14K | Dec 31, 22 | +113.14K | 0.05% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1.00K | Dec 31, 22 | -- | 0.00% |
| Surevest, LLC | 136.40K | Sep 30, 22 | +75.14K | 0.06% |
| REGENTATLANTIC CAPITAL LLC | 11.72K | Sep 30, 22 | +11.72K | 0.01% |
| Round Table Services, LLC | 10.03K | Sep 30, 22 | +10.03K | 0.00% |
| American Portfolios Advisors | 2.98K | Sep 30, 22 | +1.49K | 0.00% |
| Farmer Steven Patrick | 124.95K | Jun 30, 22 | +124.95K | 0.05% |