CHT(CHT)
CHT
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Robeco Institutional Asset Management B.V. | 164.04K | Mar 31, 26 | +27.24K | 0.02% |
| THRIVENT FINANCIAL FOR LUTHERANS | 103.30K | Mar 31, 26 | +40.57K | 0.01% |
| Ethic Inc. | 95.04K | Mar 31, 26 | +11.46K | 0.01% |
| R Squared Ltd | 55.16K | Mar 31, 26 | +27.20K | 0.01% |
| Kathmere Capital Management, LLC | 51.18K | Mar 31, 26 | +3.79K | 0.01% |
| Sequoia Financial Advisors, LLC | 47.73K | Mar 31, 26 | +12.45K | 0.01% |
| Perpetual Ltd | 41.16K | Mar 31, 26 | +41.16K | 0.01% |
| SIGNATUREFD, LLC | 34.73K | Mar 31, 26 | -1.67K | 0.00% |
| Skopos Labs, Inc. | 22.68K | Mar 31, 26 | +15.32K | 0.00% |
| SG Americas Securities, LLC | 21.26K | Mar 31, 26 | +18.15K | 0.00% |
| Ronald Blue Trust, Inc. | 17.80K | Mar 31, 26 | -358 | 0.00% |
| AUGUSTINE ASSET MANAGEMENT INC | 17.66K | Mar 31, 26 | -- | 0.00% |
| PDS Planning, Inc | 16.23K | Mar 31, 26 | +1.19K | 0.00% |
| Lester Murray Antman dba SimplyRich | 14.88K | Mar 31, 26 | -- | 0.00% |
| DGS Capital Management, LLC | 13.40K | Mar 31, 26 | +2.51K | 0.00% |
| Frank, Rimerman Advisors LLC | 12.26K | Mar 31, 26 | +12.26K | 0.00% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 12.23K | Mar 31, 26 | -- | 0.00% |
| Generali Investments CEE, investicni spolecnost, a.s. | 11.43K | Mar 31, 26 | -- | 0.00% |
| Prospera Financial Services Inc | 10.89K | Mar 31, 26 | +10.89K | 0.00% |
| Cordatus Wealth Management LLC | 10.89K | Mar 31, 26 | +10.89K | 0.00% |
| Venturi Wealth Management, LLC | 10.60K | Mar 31, 26 | +2.03K | 0.00% |
| BSW Wealth Partners | 10.56K | Mar 31, 26 | +5.42K | 0.00% |
| DELTEC ASSET MANAGEMENT LLC | 10.40K | Mar 31, 26 | -- | 0.00% |
| Aaron Wealth Advisors LLC | 10.28K | Mar 31, 26 | +10.28K | 0.00% |
| Foster Group, Inc. | 9.82K | Mar 31, 26 | -216 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 8.49K | Mar 31, 26 | +5.78K | 0.00% |
| DRIVE WEALTH MANAGEMENT, LLC | 8.40K | Mar 31, 26 | +933 | 0.00% |
| PROFUND ADVISORS LLC | 8.07K | Mar 31, 26 | -933 | 0.00% |
| GAMMA Investing LLC | 7.86K | Mar 31, 26 | -536 | 0.00% |
| V-Square Quantitative Management LLC | 7.74K | Mar 31, 26 | +3.67K | 0.00% |
| CBOE Vest Financial, LLC | 6.50K | Mar 31, 26 | +1.07K | 0.00% |
| HB Wealth Management, LLC | 5.80K | Mar 31, 26 | +78 | 0.00% |
| Vise Technologies, Inc. | 5.80K | Mar 31, 26 | -- | 0.00% |
| Fulcrum Equity Management | 5.37K | Mar 31, 26 | -- | 0.00% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5.22K | Mar 31, 26 | -1.05K | 0.00% |
| KEYBANK NATIONAL ASSOCIATION/OH | 5.15K | Mar 31, 26 | +5.15K | 0.00% |
| Merit Financial Group, LLC | 5.13K | Mar 31, 26 | +5.13K | 0.00% |
| CogentBlue Wealth Advisors, LLC | 4.75K | Mar 31, 26 | +4.75K | 0.00% |
| Farther Finance Advisors, LLC | 4.26K | Mar 31, 26 | +37 | 0.00% |
| Inspire Investing, LLC | 2.00K | Mar 31, 26 | +203 | 0.00% |
| Bell Investment Advisors, Inc | 1.30K | Mar 31, 26 | +159 | 0.00% |
| Physician Wealth Advisors, Inc. | 483 | Mar 31, 26 | -50 | 0.00% |
| SBI Securities Co., Ltd. | 475 | Mar 31, 26 | +1 | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 399 | Mar 31, 26 | +305 | 0.00% |
| Rosenberg Matthew Hamilton | 397 | Mar 31, 26 | -- | 0.00% |
| FINANCIAL CONSULATE, INC | 354 | Mar 31, 26 | +321 | 0.00% |
| True Wealth Design, LLC | 293 | Mar 31, 26 | -28 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 280 | Mar 31, 26 | -- | 0.00% |
| LRI Investments, LLC | 256 | Mar 31, 26 | +256 | 0.00% |
| Key FInancial Inc | 227 | Mar 31, 26 | -- | 0.00% |
| Harbor Asset Planning, Inc. | 167 | Mar 31, 26 | -- | 0.00% |
| Versant Capital Management, Inc | 162 | Mar 31, 26 | +162 | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 131 | Mar 31, 26 | -27 | 0.00% |
| North Star Investment Management Corp. | 112 | Mar 31, 26 | +112 | 0.00% |
| IFP Advisors, Inc | 103 | Mar 31, 26 | -- | 0.00% |
| Root Financial Partners, LLC | 103 | Mar 31, 26 | +47 | 0.00% |
| TSFG, LLC | 98 | Mar 31, 26 | -- | 0.00% |
| Navigoe, LLC | 39 | Mar 31, 26 | -- | 0.00% |
| Trust Co | 26 | Mar 31, 26 | -- | 0.00% |
| Abound Wealth Management | 15 | Mar 31, 26 | -23 | 0.00% |
| GoalVest Advisory LLC | 4 | Mar 31, 26 | -- | 0.00% |
| HSBC HOLDINGS PLC | -- | Mar 31, 26 | -18.48K | -- |
| Mondrian Investment Partners LTD | -- | Mar 31, 26 | -226.15K | -- |
| AdvisorNet Financial, Inc | -- | Mar 31, 26 | -142 | -- |
| BlackRock, Inc. | 3.06M | Dec 31, 25 | -71.77K | 0.39% |
| RENAISSANCE TECHNOLOGIES LLC | 2.73M | Dec 31, 25 | -79.39K | 0.35% |
| VANGUARD GROUP INC | 1.97M | Dec 31, 25 | -50.73K | 0.25% |
| MORGAN STANLEY | 1.36M | Dec 31, 25 | -1.83K | 0.18% |
| Connor, Clark & Lunn Investment Management Ltd. | 1.05M | Dec 31, 25 | -134.25K | 0.14% |
| NORTHERN TRUST CORP | 634.80K | Dec 31, 25 | -93.18K | 0.08% |
| TD ASSET MANAGEMENT INC | 520.88K | Dec 31, 25 | -12.30K | 0.07% |
| DIMENSIONAL FUND ADVISORS LP | 516.80K | Dec 31, 25 | +40.20K | 0.07% |
| AMERICAN CENTURY COMPANIES INC | 428.45K | Dec 31, 25 | +57.17K | 0.06% |
| BANK OF AMERICA CORP /DE/ | 384.24K | Dec 31, 25 | +44.91K | 0.05% |
| GOLDMAN SACHS GROUP INC | 368.31K | Dec 31, 25 | +148.38K | 0.05% |
| Creative Planning | 352.80K | Dec 31, 25 | -28.09K | 0.05% |
| ACADIAN ASSET MANAGEMENT LLC | 323.40K | Dec 31, 25 | -112.86K | 0.04% |
| RHUMBLINE ADVISERS | 212.49K | Dec 31, 25 | -5.78K | 0.03% |
| Quantinno Capital Management LP | 210.42K | Dec 31, 25 | +36.60K | 0.03% |
| AMERIPRISE FINANCIAL INC | 157.38K | Dec 31, 25 | -51.83K | 0.02% |
| B. Metzler seel. Sohn & Co. AG | 157.09K | Dec 31, 25 | +157.09K | 0.02% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 145.00K | Dec 31, 25 | -- | 0.02% |
| FMR LLC | 141.57K | Dec 31, 25 | +92.01K | 0.02% |
| Qube Research & Technologies Ltd | 133.98K | Dec 31, 25 | +133.98K | 0.02% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 133.48K | Dec 31, 25 | -10.83K | 0.02% |
| Vanguard Personalized Indexing Management, LLC | 124.73K | Dec 31, 25 | -4.47K | 0.02% |
| Vident Advisory, LLC | 112.68K | Dec 31, 25 | -15.37K | 0.01% |
| FIRST TRUST ADVISORS LP | 109.65K | Dec 31, 25 | +10.72K | 0.01% |
| MILLENNIUM MANAGEMENT LLC | 109.18K | Dec 31, 25 | +42.07K | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 103.40K | Dec 31, 25 | -9.57K | 0.01% |
| CITADEL ADVISORS LLC | 98.01K | Dec 31, 25 | +77.15K | 0.01% |
| STATE STREET CORP | 82.90K | Dec 31, 25 | +4.33K | 0.01% |
| Neuberger Berman Group LLC | 74.40K | Dec 31, 25 | -6.49K | 0.01% |
| MARSHALL WACE, LLP | 73.77K | Dec 31, 25 | +32.78K | 0.01% |
| THRIVENT FINANCIAL FOR LUTHERANS | 62.73K | Dec 31, 25 | -- | 0.01% |
| Cerity Partners LLC | 61.24K | Dec 31, 25 | -6.32K | 0.01% |
| Crossmark Global Holdings, Inc. | 57.97K | Dec 31, 25 | -13.39K | 0.01% |
| LAIRD NORTON TRUST COMPANY, LLC | 57.14K | Dec 31, 25 | +57.14K | 0.01% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 53.18K | Dec 31, 25 | -568.17K | 0.01% |
| Brinker Capital Investments, LLC | 50.08K | Dec 31, 25 | -5.65K | 0.01% |
| JANE STREET GROUP, LLC | 49.15K | Dec 31, 25 | +26.72K | 0.01% |
| IEQ CAPITAL, LLC | 48.56K | Dec 31, 25 | -2.49K | 0.01% |
| BANK OF MONTREAL /CAN/ | 45.24K | Dec 31, 25 | +7.68K | 0.01% |
| GUGGENHEIM CAPITAL LLC | 44.29K | Dec 31, 25 | +2.26K | 0.01% |
| Pathstone Holdings, LLC | 43.92K | Dec 31, 25 | +798 | 0.01% |
| SEI INVESTMENTS CO | 43.47K | Dec 31, 25 | +2.88K | 0.01% |
| West Family Investments, Inc. | 41.33K | Dec 31, 25 | -6.75K | 0.01% |
| US BANCORP \DE\ | 40.49K | Dec 31, 25 | -1.36K | 0.01% |
| Point72 Asset Management, L.P. | 37.53K | Dec 31, 25 | +37.53K | 0.00% |
| CI Private Wealth, LLC | 34.38K | Dec 31, 25 | +1.88K | 0.00% |
| Mariner, LLC | 33.39K | Dec 31, 25 | +5.30K | 0.00% |
| DEUTSCHE BANK AG\ | 33.02K | Dec 31, 25 | +3.50K | 0.00% |
| QUADRANT CAPITAL GROUP LLC | 32.81K | Dec 31, 25 | -31.45K | 0.00% |
| Ballentine Partners, LLC | 32.21K | Dec 31, 25 | -6.86K | 0.00% |
| NATIXIS ADVISORS, L.P. | 29.36K | Dec 31, 25 | -10.28K | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 28.79K | Dec 31, 25 | +5.46K | 0.00% |
| Savant Capital, LLC | 27.30K | Dec 31, 25 | -701 | 0.00% |
| AQR CAPITAL MANAGEMENT LLC | 26.32K | Dec 31, 25 | +3.51K | 0.00% |
| Campbell & CO Investment Adviser LLC | 25.94K | Dec 31, 25 | +6.29K | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 25.09K | Dec 31, 25 | +16.52K | 0.00% |
| UBS Group AG | 25.06K | Dec 31, 25 | -17.74K | 0.00% |
| Parallel Advisors, LLC | 23.66K | Dec 31, 25 | -798 | 0.00% |
| Ascent Group, LLC | 20.27K | Dec 31, 25 | -1.49K | 0.00% |
| Aquatic Capital Management LLC | 17.18K | Dec 31, 25 | +1.35K | 0.00% |
| Invesco Ltd. | 15.40K | Dec 31, 25 | +1.36K | 0.00% |
| MML INVESTORS SERVICES, LLC | 15.28K | Dec 31, 25 | +1.44K | 0.00% |
| CITIGROUP INC | 15.20K | Dec 31, 25 | -2.85K | 0.00% |
| Lester Murray Antman dba SimplyRich | 14.88K | Dec 31, 25 | -- | 0.00% |
| BARCLAYS PLC | 14.04K | Dec 31, 25 | +4.04K | 0.00% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 13.44K | Dec 31, 25 | -1.07K | 0.00% |
| Advisors Asset Management, Inc. | 13.30K | Dec 31, 25 | +2.06K | 0.00% |
| Summit Global Investments | 13.00K | Dec 31, 25 | -- | 0.00% |
| SYON CAPITAL LLC | 12.79K | Dec 31, 25 | +3.85K | 0.00% |
| BALYASNY ASSET MANAGEMENT L.P. | 12.69K | Dec 31, 25 | +12.69K | 0.00% |
| Tuttle Capital Management, LLC | 12.18K | Dec 31, 25 | +12.18K | 0.00% |
| BESSEMER GROUP INC | 11.47K | Dec 31, 25 | +490 | 0.00% |
| Verition Fund Management LLC | 11.01K | Dec 31, 25 | -8.91K | 0.00% |
| Atomi Financial Group, Inc. | 10.35K | Dec 31, 25 | +550 | 0.00% |
| Bridgewater Advisors Inc. | 9.66K | Dec 31, 25 | +50 | 0.00% |
| Gallacher Capital Management LLC | 9.15K | Dec 31, 25 | -2.35K | 0.00% |
| Texas Yale Capital Corp. | 9.00K | Dec 31, 25 | -- | 0.00% |
| Engineers Gate Manager LP | 8.63K | Dec 31, 25 | +8.63K | 0.00% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 8.34K | Dec 31, 25 | +518 | 0.00% |
| Trexquant Investment LP | 8.15K | Dec 31, 25 | +8.15K | 0.00% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8.13K | Dec 31, 25 | +8.13K | 0.00% |
| EverSource Wealth Advisors, LLC | 8.11K | Dec 31, 25 | -468 | 0.00% |
| Caprock Group, LLC | 8.09K | Dec 31, 25 | -3.91K | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 7.89K | Dec 31, 25 | -270 | 0.00% |
| EntryPoint Capital, LLC | 7.88K | Dec 31, 25 | +2.08K | 0.00% |
| Lido Advisors, LLC | 7.57K | Dec 31, 25 | -- | 0.00% |
| Sivia Capital Partners, LLC | 7.24K | Dec 31, 25 | -241 | 0.00% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 6.94K | Dec 31, 25 | +1.99K | 0.00% |
| Resources Investment Advisors, LLC. | 6.88K | Dec 31, 25 | -730 | 0.00% |
| D'Orazio & Associates, Inc. | 6.69K | Dec 31, 25 | -63 | 0.00% |
| May Hill Capital, LLC | 6.40K | Dec 31, 25 | +6.40K | 0.00% |
| Mirae Asset Global Investments Co., Ltd. | 6.28K | Dec 31, 25 | +4.30K | 0.00% |
| HighTower Advisors, LLC | 5.78K | Dec 31, 25 | +5.78K | 0.00% |
| CAPITAL PERFORMANCE ADVISORS LLP | 5.57K | Dec 31, 25 | -665 | 0.00% |
| Crestwood Advisors Group LLC | 5.49K | Dec 31, 25 | +5.49K | 0.00% |
| XPONANCE, INC. | 5.33K | Dec 31, 25 | -1.07K | 0.00% |
| Modern Wealth Management, LLC | 5.28K | Dec 31, 25 | -176 | 0.00% |
| SRS Capital Advisors, Inc. | 5.25K | Dec 31, 25 | +4.23K | 0.00% |
| TWO SIGMA ADVISERS, LP | 5.20K | Dec 31, 25 | +5.20K | 0.00% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 5.10K | Dec 31, 25 | -953 | 0.00% |
| D. E. Shaw & Co., Inc. | 5.10K | Dec 31, 25 | +5.10K | 0.00% |
| GEODE CAPITAL MANAGEMENT, LLC | 5.10K | Dec 31, 25 | +365 | 0.00% |
| Global Retirement Partners, LLC | 5.02K | Dec 31, 25 | +5.02K | 0.00% |
| Toroso Investments, LLC | 4.84K | Dec 31, 25 | +4.84K | 0.00% |
| Smartleaf Asset Management LLC | 4.29K | Dec 31, 25 | +3.15K | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 3.95K | Dec 31, 25 | -245 | 0.00% |
| CWM, LLC | 3.92K | Dec 31, 25 | +869 | 0.00% |
| Allworth Financial LP | 2.67K | Dec 31, 25 | +181 | 0.00% |
| WELLS FARGO & COMPANY/MN | 2.37K | Dec 31, 25 | -33 | 0.00% |
| Larson Financial Group LLC | 1.54K | Dec 31, 25 | -46 | 0.00% |
| ROYAL BANK OF CANADA | 1.50K | Dec 31, 25 | -27 | 0.00% |
| Westside Investment Management, Inc. | 1.49K | Dec 31, 25 | +53 | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 1.42K | Dec 31, 25 | +1.42K | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 1.28K | Dec 31, 25 | +1.28K | 0.00% |
| Legal & General Group Plc | 1.24K | Dec 31, 25 | -- | 0.00% |
| JPMORGAN CHASE & CO | 729 | Dec 31, 25 | +16 | 0.00% |
| CIBC Private Wealth Group, LLC | 584 | Dec 31, 25 | -- | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 368 | Dec 31, 25 | +21 | 0.00% |
| ASSETMARK, INC | 329 | Dec 31, 25 | +20 | 0.00% |
| Parkside Financial Bank & Trust | 296 | Dec 31, 25 | -- | 0.00% |
| WealthCollab, LLC | 291 | Dec 31, 25 | -- | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 280 | Dec 31, 25 | +280 | 0.00% |
| Rockefeller Capital Management L.P. | 254 | Dec 31, 25 | +99 | 0.00% |
| HAZLETT, BURT & WATSON, INC. | 250 | Dec 31, 25 | -- | 0.00% |
| Bare Financial Services, Inc | 215 | Dec 31, 25 | -- | 0.00% |
| ATLAS CAPITAL ADVISORS LLC | 199 | Dec 31, 25 | +199 | 0.00% |
| Crewe Advisors LLC | 194 | Dec 31, 25 | -- | 0.00% |
| NewEdge Advisors, LLC | 166 | Dec 31, 25 | -- | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 145 | Dec 31, 25 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 144 | Dec 31, 25 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 116 | Dec 31, 25 | +6 | 0.00% |
| MAI Capital Management | 93 | Dec 31, 25 | -1.18K | 0.00% |
| TUCKER ASSET MANAGEMENT LLC | 53 | Dec 31, 25 | +53 | 0.00% |
| Navigoe, LLC | 39 | Dec 31, 25 | -- | 0.00% |
| Rossby Financial, LCC | 25 | Dec 31, 25 | -- | 0.00% |
| Ancora Advisors, LLC | 16 | Dec 31, 25 | +16 | 0.00% |
| SageView Advisory Group, LLC | 15 | Dec 31, 25 | +15 | 0.00% |
| EVERGREEN CAPITAL MANAGEMENT LLC | -- | Dec 31, 25 | -14.82K | -- |
| Brevan Howard Capital Management LP | -- | Dec 31, 25 | -7.65K | -- |
| Colony Group, LLC | -- | Dec 31, 25 | -3.28K | -- |
| Russell Investments Group, Ltd. | -- | Dec 31, 25 | -32 | -- |
| Caitong International Asset Management Co., Ltd | -- | Dec 31, 25 | -8 | -- |
| Tower Research Capital LLC (TRC) | -- | Dec 31, 25 | -71 | -- |
| Advisory Services Network, LLC | -- | Dec 31, 25 | -59 | -- |
| TWO SIGMA INVESTMENTS, LP | -- | Dec 31, 25 | -19.85K | -- |
| ALLIANZ SE | -- | Dec 31, 25 | -6.08K | -- |
| ABC ARBITRAGE SA | -- | Dec 31, 25 | -5.23K | -- |
| PRINCIPAL SECURITIES, INC. | -- | Dec 31, 25 | -30 | -- |
| Wealthspire Advisors, LLC | -- | Dec 31, 25 | -247 | -- |
| Advyzon Investment Management, LLC | -- | Dec 31, 25 | -4.77K | -- |
| DRIEHAUS CAPITAL MANAGEMENT LLC | -- | Dec 31, 25 | -36.47K | -- |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | -- | Dec 31, 25 | -134.41K | -- |
| First Affirmative Financial Network | 33.93K | Sep 30, 25 | +1.38K | 0.00% |
| WETHERBY ASSET MANAGEMENT INC | 32.08K | Sep 30, 25 | +425 | 0.00% |
| AXA Investment Managers S.A. | 14.85K | Sep 30, 25 | +14.85K | 0.00% |
| Wealthstream Advisors, Inc. | 5.84K | Sep 30, 25 | +771 | 0.00% |
| Binnacle Investments Inc | 302 | Sep 30, 25 | -- | 0.00% |
| Glenmede Investment Management, LP | -- | Sep 30, 25 | -4.52K | -- |
| Orion Portfolio Solutions, LLC | 46.09K | Mar 31, 25 | -5.88K | 0.01% |
| Schechter Investment Advisors, LLC | 9.08K | Mar 31, 25 | -4.15K | 0.00% |
| Lindbrook Capital, LLC | 5.58K | Mar 31, 25 | +328 | 0.00% |
| First Trust Direct Indexing L.P. | 25.25K | Sep 30, 24 | -6.81K | 0.00% |
| Alera Investment Advisors, LLC | 8.43K | Sep 30, 24 | +1.02K | 0.00% |
| BlackRock Inc. | 2.54M | Jun 30, 24 | -73.82K | 0.33% |
| JANICZEK WEALTH MANAGEMENT, LLC | 22.07K | Jun 30, 24 | +2.27K | 0.00% |
| Simplicity Solutions, LLC | 5.45K | Dec 31, 23 | +5.45K | 0.00% |
| Baystate Wealth Management LLC | 62 | Dec 31, 23 | +62 | 0.00% |
| ADVISOR PARTNERS II, LLC | 49.88K | Sep 30, 23 | +15.57K | 0.01% |
| Vident Investment Advisory, LLC | 58.42K | Jun 30, 23 | +21.98K | 0.01% |
| Corient Capital Partners, LLC | 6.75K | Sep 30, 22 | -- | 0.00% |
| WIPFLI FINANCIAL ADVISORS LLC, | 4.20K | Sep 30, 22 | +4.20K | 0.00% |
| American Portfolios Advisors | 180 | Sep 30, 22 | -- | 0.00% |
| ADVISOR PARTNERS LLC | 28.68K | Jun 30, 22 | +2.43K | 0.00% |
| Private Capital Group, LLC | 79 | Jun 30, 22 | -- | 0.00% |
| Fieldpoint Private Securities, LLC | -- | Jun 30, 22 | -213 | -- |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | -- | Jun 30, 22 | -204 | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 944.22K | Mar 31, 22 | +84.89K | 0.12% |
| Dixon Hughes Goodman Wealth Advisors LLC | 29 | Mar 31, 22 | +29 | 0.00% |
| Marshall Wace North America L.P. | 112.45K | Sep 30, 21 | +50.85K | 0.01% |
| SECURITY NATIONAL TRUST CO | 3.40K | Sep 30, 21 | -- | 0.00% |
| Berman Capital Advisors, LLC | 283 | Sep 30, 21 | +53 | 0.00% |
| WealthStone, Inc. | 5.69K | Mar 31, 21 | -132 | 0.00% |
| Aperio Group, LLC | 2.07M | Dec 31, 20 | -23.53K | 0.27% |
| BRINKER CAPITAL INC | 18.91K | Jun 30, 20 | +7.35K | 0.00% |
| Lenox Wealth Management, Inc. | 47 | Jun 30, 20 | +3 | 0.00% |
| Advisor Group, Inc. | 317 | Dec 31, 19 | +97 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 131 | Dec 31, 19 | -17 | 0.00% |
| Crow Point Partners, LLC | -- | Dec 31, 19 | -50.00K | -- |
| PEAK6 Group LLC | 3.64K | Jun 30, 18 | +149 | 0.00% |
| Delpha Capital Management, LLC | -- | Mar 31, 18 | -41 | -- |
| CAPSTONE ASSET MANAGEMENT CO | 83.92K | Jun 30, 17 | -3.55K | 0.01% |
| Geneva Advisors, LLC | -- | Jun 30, 17 | -8.04K | -- |
| BlackRock Fund Advisors | 93.21K | Dec 31, 16 | -18.58K | 0.01% |
| BlackRock Group LTD | 80.19K | Dec 31, 16 | +430 | 0.01% |
| BlackRock Institutional Trust Company, N.A. | 20.77K | Dec 31, 16 | -610.57K | 0.00% |
| MSI Financial Services Inc | -- | Dec 31, 16 | -11 | -- |
| BlackRock Investment Management, LLC | -- | Dec 31, 16 | -4.19K | -- |
| ANALYTIC INVESTORS, LLC | 46.50K | Sep 30, 16 | +400 | 0.01% |
| PEAR TREE ADVISORS INC | 4.62K | Jun 30, 16 | +1.26K | 0.00% |
| Gupta Wealth Management LLC | 143 | Mar 31, 16 | -- | 0.00% |
| OFI Advisors LLC | 1.06K | Sep 30, 15 | -19 | 0.00% |
| MANAGED ACCOUNT ADVISORS LLC | 47.84K | Jun 30, 15 | +6.49K | 0.01% |
| UBS AG | 1.32K | Sep 30, 14 | -7.03K | 0.00% |
| QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 1.11K | Sep 30, 14 | -- | 0.00% |
| Jane Street Holding, LLC | 82.88K | Dec 31, 13 | +14.27K | 0.01% |
| Daiwa Capital Markets America Inc. | 1.40K | Dec 31, 13 | +1.40K | 0.00% |
| NORTHERN TRUST CO OF CONNECTICUT | -- | Dec 31, 13 | -1.79K | -- |