SWBI(SWBI)
SWBI
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BlackRock, Inc. | 3.93M | Mar 31, 26 | +2.38K | 8.84% |
| DIMENSIONAL FUND ADVISORS LP | 2.62M | Mar 31, 26 | +143.07K | 5.88% |
| RENAISSANCE TECHNOLOGIES LLC | 2.15M | Mar 31, 26 | -46.80K | 4.83% |
| TWO SIGMA INVESTMENTS, LP | 1.66M | Mar 31, 26 | +807.31K | 3.73% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.21M | Mar 31, 26 | -103.71K | 2.71% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.11M | Mar 31, 26 | +35.91K | 2.50% |
| STATE STREET CORP | 838.37K | Mar 31, 26 | +159 | 1.88% |
| GOLDMAN SACHS GROUP INC | 533.16K | Mar 31, 26 | +225.79K | 1.20% |
| JANE STREET GROUP, LLC | 523.64K | Mar 31, 26 | +336.43K | 1.18% |
| AQR CAPITAL MANAGEMENT LLC | 483.58K | Mar 31, 26 | +280.82K | 1.09% |
| Allianz Asset Management GmbH | 445.50K | Mar 31, 26 | +132.77K | 1.00% |
| AMERICAN CENTURY COMPANIES INC | 441.11K | Mar 31, 26 | +89.45K | 0.99% |
| Bank of New York Mellon Corp | 417.81K | Mar 31, 26 | +3.88K | 0.94% |
| Trexquant Investment LP | 394.15K | Mar 31, 26 | +76.12K | 0.89% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 364.99K | Mar 31, 26 | +147.79K | 0.82% |
| NORTHERN TRUST CORP | 351.76K | Mar 31, 26 | +17.54K | 0.79% |
| HRT FINANCIAL LP | 351.68K | Mar 31, 26 | +351.68K | 0.79% |
| MORGAN STANLEY | 303.71K | Mar 31, 26 | +26.99K | 0.68% |
| VANGUARD FIDUCIARY TRUST CO | 287.41K | Mar 31, 26 | +287.41K | 0.65% |
| MARSHALL WACE, LLP | 229.75K | Mar 31, 26 | +144.63K | 0.52% |
| CITADEL ADVISORS LLC | 212.82K | Mar 31, 26 | +67.81K | 0.48% |
| UBS Group AG | 206.87K | Mar 31, 26 | +47.96K | 0.46% |
| TUDOR INVESTMENT CORP ET AL | 163.26K | Mar 31, 26 | +163.26K | 0.37% |
| FIRST TRUST ADVISORS LP | 141.78K | Mar 31, 26 | +1.30K | 0.32% |
| Invesco Ltd. | 137.83K | Mar 31, 26 | +829 | 0.31% |
| Point72 Asset Management, L.P. | 136.84K | Mar 31, 26 | +136.84K | 0.31% |
| Aviance Capital Partners, LLC | 120.66K | Mar 31, 26 | -9.00K | 0.27% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 119.67K | Mar 31, 26 | +39.15K | 0.27% |
| Squarepoint Ops LLC | 116.11K | Mar 31, 26 | -60.09K | 0.26% |
| WELLS FARGO & COMPANY/MN | 108.88K | Mar 31, 26 | +19.54K | 0.24% |
| MILLENNIUM MANAGEMENT LLC | 108.63K | Mar 31, 26 | -179.68K | 0.24% |
| Jump Financial, LLC | 97.50K | Mar 31, 26 | +81.74K | 0.22% |
| Nuveen, LLC | 95.40K | Mar 31, 26 | -4.25K | 0.21% |
| SummerHaven Investment Management, LLC | 91.34K | Mar 31, 26 | -6.83K | 0.21% |
| Schonfeld Strategic Advisors LLC | 87.71K | Mar 31, 26 | +87.71K | 0.20% |
| FRANKLIN RESOURCES INC | 84.85K | Mar 31, 26 | +84.85K | 0.19% |
| ADVISOR GROUP HOLDINGS, INC. | 83.75K | Mar 31, 26 | +19.61K | 0.19% |
| Lesa Sroufe & Co | 83.57K | Mar 31, 26 | +8.34K | 0.19% |
| Cambridge Investment Research Advisors, Inc. | 79.40K | Mar 31, 26 | +79.40K | 0.18% |
| ROYAL BANK OF CANADA | 65.24K | Mar 31, 26 | -25.66K | 0.15% |
| Quantinno Capital Management LP | 64.78K | Mar 31, 26 | +23.08K | 0.15% |
| JPMORGAN CHASE & CO | 64.76K | Mar 31, 26 | -8.35K | 0.15% |
| Kestra Advisory Services, LLC | 62.53K | Mar 31, 26 | +56.48K | 0.14% |
| PDT Partners, LLC | 60.74K | Mar 31, 26 | +60.74K | 0.14% |
| RHUMBLINE ADVISERS | 54.56K | Mar 31, 26 | -4.44K | 0.12% |
| Centiva Capital, LP | 52.62K | Mar 31, 26 | +52.62K | 0.12% |
| RAYMOND JAMES FINANCIAL INC | 52.08K | Mar 31, 26 | -3.13K | 0.12% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 49.32K | Mar 31, 26 | +49.32K | 0.11% |
| OXFORD ASSET MANAGEMENT LLP | 43.70K | Mar 31, 26 | +29.54K | 0.10% |
| LPL Financial LLC | 42.53K | Mar 31, 26 | -1.70K | 0.10% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 41.73K | Mar 31, 26 | +41.73K | 0.09% |
| Engineers Gate Manager LP | 41.24K | Mar 31, 26 | -3.20K | 0.09% |
| ROMAN BUTLER FULLERTON & CO | 39.17K | Mar 31, 26 | -777 | 0.09% |
| DEUTSCHE BANK AG\ | 38.85K | Mar 31, 26 | +5.06K | 0.09% |
| Creative Planning | 38.37K | Mar 31, 26 | +5.48K | 0.09% |
| ALLIANCEBERNSTEIN L.P. | 36.34K | Mar 31, 26 | -- | 0.08% |
| Independent Advisor Alliance | 35.40K | Mar 31, 26 | -458 | 0.08% |
| Toroso Investments, LLC | 34.68K | Mar 31, 26 | +34.68K | 0.08% |
| Prospera Financial Services Inc | 34.08K | Mar 31, 26 | +4 | 0.08% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 33.84K | Mar 31, 26 | +8.59K | 0.08% |
| State of Wyoming | 32.66K | Mar 31, 26 | +32.66K | 0.07% |
| MERCER GLOBAL ADVISORS INC /ADV | 31.86K | Mar 31, 26 | +2.06K | 0.07% |
| SG Americas Securities, LLC | 29.78K | Mar 31, 26 | +16.29K | 0.07% |
| REGIONS FINANCIAL CORP | 28.92K | Mar 31, 26 | -- | 0.06% |
| IEQ CAPITAL, LLC | 28.61K | Mar 31, 26 | +28.61K | 0.06% |
| Headlands Technologies LLC | 28.22K | Mar 31, 26 | +28.22K | 0.06% |
| FOX RUN MANAGEMENT, L.L.C. | 27.07K | Mar 31, 26 | +6.76K | 0.06% |
| HighTower Advisors, LLC | 26.16K | Mar 31, 26 | +193 | 0.06% |
| Cetera Investment Advisers | 25.86K | Mar 31, 26 | -8.41K | 0.06% |
| D. E. Shaw & Co., Inc. | 24.70K | Mar 31, 26 | +24.70K | 0.06% |
| MetLife Investment Management, LLC | 24.69K | Mar 31, 26 | +7.04K | 0.06% |
| BNP PARIBAS ARBITRAGE, SNC | 23.86K | Mar 31, 26 | -763 | 0.05% |
| Connor, Clark & Lunn Investment Management Ltd. | 23.28K | Mar 31, 26 | +23.28K | 0.05% |
| Dynamic Technology Lab Private Ltd | 22.54K | Mar 31, 26 | +11.40K | 0.05% |
| Fidelis Capital Partners, LLC | 22.38K | Mar 31, 26 | -24.01K | 0.05% |
| Mariner, LLC | 22.25K | Mar 31, 26 | +22.25K | 0.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | 22.10K | Mar 31, 26 | +268 | 0.05% |
| Vident Advisory, LLC | 21.88K | Mar 31, 26 | -86 | 0.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 21.15K | Mar 31, 26 | +773 | 0.05% |
| BALYASNY ASSET MANAGEMENT L.P. | 19.40K | Mar 31, 26 | -56.23K | 0.04% |
| INCEPTIONR LLC | 19.28K | Mar 31, 26 | +19.28K | 0.04% |
| Sterling Capital Management LLC | 19.28K | Mar 31, 26 | +16.74K | 0.04% |
| Cornerstone Investment Partners, LLC | 18.77K | Mar 31, 26 | +18.77K | 0.04% |
| ACADIAN ASSET MANAGEMENT LLC | 18.05K | Mar 31, 26 | +18.05K | 0.04% |
| Magnetar Financial LLC | 17.87K | Mar 31, 26 | +17.87K | 0.04% |
| Empowered Funds, LLC | 17.47K | Mar 31, 26 | +17.47K | 0.04% |
| JONES FINANCIAL COMPANIES LLLP | 17.41K | Mar 31, 26 | +3.65K | 0.04% |
| Vanguard Global Advisers, LLC | 17.13K | Mar 31, 26 | +17.13K | 0.04% |
| Avantax Planning Partners, Inc. | 16.63K | Mar 31, 26 | -- | 0.04% |
| CI Private Wealth, LLC | 16.55K | Mar 31, 26 | +869 | 0.04% |
| EXCHANGE TRADED CONCEPTS, LLC | 16.22K | Mar 31, 26 | -7.83K | 0.04% |
| BARCLAYS PLC | 16.05K | Mar 31, 26 | -57.84K | 0.04% |
| MANGROVE PARTNERS | 16.00K | Mar 31, 26 | +16.00K | 0.04% |
| STIFEL FINANCIAL CORP | 15.89K | Mar 31, 26 | -2.49K | 0.04% |
| WINTON GROUP Ltd | 15.10K | Mar 31, 26 | +15.10K | 0.03% |
| Brevan Howard Capital Management LP | 15.03K | Mar 31, 26 | -35.50K | 0.03% |
| MIRABELLA FINANCIAL SERVICES LLP | 14.72K | Mar 31, 26 | +14.72K | 0.03% |
| INTECH INVESTMENT MANAGEMENT LLC | 13.54K | Mar 31, 26 | -9.73K | 0.03% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 13.11K | Mar 31, 26 | -- | 0.03% |
| CWM, LLC | 13.10K | Mar 31, 26 | +7.50K | 0.03% |
| FMR LLC | 12.39K | Mar 31, 26 | +284 | 0.03% |
| AMERIPRISE FINANCIAL INC | 12.34K | Mar 31, 26 | +12.34K | 0.03% |
| PharVision Advisers, LLC | 12.25K | Mar 31, 26 | -15.83K | 0.03% |
| Russell Investments Group, Ltd. | 12.21K | Mar 31, 26 | +3.71K | 0.03% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12.06K | Mar 31, 26 | -1.36K | 0.03% |
| IMC-Chicago, LLC | 11.48K | Mar 31, 26 | +11.48K | 0.03% |
| CITIGROUP INC | 11.39K | Mar 31, 26 | +2.76K | 0.03% |
| Rafferty Asset Management, LLC | 11.32K | Mar 31, 26 | +1.13K | 0.03% |
| Cerity Partners LLC | 11.15K | Mar 31, 26 | +11.15K | 0.03% |
| Police & Firemen's Retirement System of New Jersey | 11.05K | Mar 31, 26 | -- | 0.02% |
| Mutual Advisors, LLC | 10.42K | Mar 31, 26 | +10.42K | 0.02% |
| Legal & General Group Plc | 8.90K | Mar 31, 26 | -- | 0.02% |
| Advisory Services Network, LLC | 7.60K | Mar 31, 26 | +7.60K | 0.02% |
| Kemnay Advisory Services Inc. | 4.61K | Mar 31, 26 | +4.61K | 0.01% |
| Rockefeller Capital Management L.P. | 4.03K | Mar 31, 26 | -- | 0.01% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 4.01K | Mar 31, 26 | +108 | 0.01% |
| Walleye Capital LLC | 3.99K | Mar 31, 26 | +3.99K | 0.01% |
| Tower Research Capital LLC (TRC) | 3.72K | Mar 31, 26 | +1.13K | 0.01% |
| Ameritas Investment Partners, Inc. | 3.71K | Mar 31, 26 | -- | 0.01% |
| Larson Financial Group LLC | 2.85K | Mar 31, 26 | -- | 0.01% |
| MAI Capital Management | 2.44K | Mar 31, 26 | +1.13K | 0.01% |
| State of Alaska, Department of Revenue | 2.35K | Mar 31, 26 | -- | 0.01% |
| HUNTINGTON NATIONAL BANK | 2.08K | Mar 31, 26 | -- | 0.00% |
| Spire Wealth Management | 1.90K | Mar 31, 26 | +16 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.65K | Mar 31, 26 | -- | 0.00% |
| Allworth Financial LP | 1.43K | Mar 31, 26 | +667 | 0.00% |
| IFP Advisors, Inc | 1.42K | Mar 31, 26 | +80 | 0.00% |
| QUADRANT CAPITAL GROUP LLC | 1.09K | Mar 31, 26 | -96 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 982 | Mar 31, 26 | +298 | 0.00% |
| Covestor Ltd | 912 | Mar 31, 26 | -6 | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 882 | Mar 31, 26 | -- | 0.00% |
| Fortis Group Advisors, LLC | 674 | Mar 31, 26 | -- | 0.00% |
| ST GERMAIN D J CO INC | 650 | Mar 31, 26 | -- | 0.00% |
| Versant Capital Management, Inc | 613 | Mar 31, 26 | +103 | 0.00% |
| HARBOR CAPITAL ADVISORS, INC. | 609 | Mar 31, 26 | -12 | 0.00% |
| SRS Capital Advisors, Inc. | 474 | Mar 31, 26 | +469 | 0.00% |
| Strategic Investment Solutions, Inc. /IL | 463 | Mar 31, 26 | +6 | 0.00% |
| SBI Securities Co., Ltd. | 460 | Mar 31, 26 | -10 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 417 | Mar 31, 26 | +155 | 0.00% |
| US BANCORP \DE\ | 409 | Mar 31, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 350 | Mar 31, 26 | -- | 0.00% |
| TSFG, LLC | 342 | Mar 31, 26 | -- | 0.00% |
| Winch Advisory Services, LLC | 326 | Mar 31, 26 | +5 | 0.00% |
| Capital Analysts, LLC | 321 | Mar 31, 26 | +4 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 314 | Mar 31, 26 | +314 | 0.00% |
| Optiver Holding B.V. | 314 | Mar 31, 26 | +44 | 0.00% |
| SIGNATUREFD, LLC | 300 | Mar 31, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 300 | Mar 31, 26 | -5 | 0.00% |
| Synergy Investment Management, LLC | 275 | Mar 31, 26 | +275 | 0.00% |
| GAMMA Investing LLC | 272 | Mar 31, 26 | +134 | 0.00% |
| Root Financial Partners, LLC | 266 | Mar 31, 26 | +266 | 0.00% |
| Archer Investment Corp | 222 | Mar 31, 26 | +3 | 0.00% |
| Vermillion Wealth Management, Inc. | 210 | Mar 31, 26 | -- | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 202 | Mar 31, 26 | +152 | 0.00% |
| EverSource Wealth Advisors, LLC | 189 | Mar 31, 26 | +179 | 0.00% |
| Smartleaf Asset Management LLC | 189 | Mar 31, 26 | -- | 0.00% |
| FIFTH THIRD BANCORP | 169 | Mar 31, 26 | +134 | 0.00% |
| Sound Income Strategies, LLC | 166 | Mar 31, 26 | +15 | 0.00% |
| BARRETT & COMPANY, INC. | 150 | Mar 31, 26 | -85 | 0.00% |
| SWAN Capital LLC | 131 | Mar 31, 26 | +1 | 0.00% |
| Costello Asset Management, INC | 100 | Mar 31, 26 | -- | 0.00% |
| Tradewinds Capital Management, LLC | 100 | Mar 31, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 100 | Mar 31, 26 | -1.37K | 0.00% |
| Parallel Advisors, LLC | 98 | Mar 31, 26 | -- | 0.00% |
| Wealth Preservation Advisors, LLC | 82 | Mar 31, 26 | +82 | 0.00% |
| Ronald Blue Trust, Inc. | 81 | Mar 31, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 77 | Mar 31, 26 | +48 | 0.00% |
| Scarborough Advisors, LLC | 56 | Mar 31, 26 | +56 | 0.00% |
| Mountain Hill Investment Partners Corp. | 40 | Mar 31, 26 | -- | 0.00% |
| Magnolia Wealth Management, LLC | 36 | Mar 31, 26 | +36 | 0.00% |
| Cornerstone Planning Group LLC | 35 | Mar 31, 26 | -- | 0.00% |
| SJS Investment Consulting Inc. | 33 | Mar 31, 26 | +33 | 0.00% |
| JPL Wealth Management, LLC | 18 | Mar 31, 26 | +18 | 0.00% |
| True Wealth Design, LLC | 12 | Mar 31, 26 | +4 | 0.00% |
| Leo H. Evart, Inc. | 5 | Mar 31, 26 | +5 | 0.00% |
| Hughes Financial Services, LLC | 1 | Mar 31, 26 | -- | 0.00% |
| Vermillion & White Wealth Management Group, LLC | -- | Mar 31, 26 | -25 | -- |
| AMALGAMATED BANK | -- | Mar 31, 26 | -1.38K | -- |
| HighMark Wealth Management LLC | -- | Mar 31, 26 | -50 | -- |
| Quarry LP | -- | Mar 31, 26 | -2.07K | -- |
| FNY Investment Advisers, LLC | -- | Mar 31, 26 | -1.00K | -- |
| Quantbot Technologies LP | -- | Mar 31, 26 | -21.68K | -- |
| BOOTHBAY FUND MANAGEMENT, LLC | -- | Mar 31, 26 | -27.23K | -- |
| FLAGSHIP HARBOR ADVISORS, LLC | -- | Mar 31, 26 | -100 | -- |
| Ancora Advisors, LLC | -- | Mar 31, 26 | -48.49K | -- |
| Weiss Asset Management LP | -- | Mar 31, 26 | -57.83K | -- |
| Caitong International Asset Management Co., Ltd | -- | Mar 31, 26 | -21 | -- |
| Clearstead Advisors, LLC | -- | Mar 31, 26 | -29 | -- |
| J.W. COLE ADVISORS, INC. | -- | Mar 31, 26 | -15.29K | -- |
| Virtu Financial LLC | -- | Mar 31, 26 | -15.51K | -- |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | -- | Mar 31, 26 | -1.00K | -- |
| SIMPLEX TRADING, LLC | -- | Mar 31, 26 | -2.15K | -- |
| Verition Fund Management LLC | -- | Mar 31, 26 | -25.40K | -- |
| Walleye Trading LLC | -- | Mar 31, 26 | -4.80K | -- |
| Aquatic Capital Management LLC | -- | Mar 31, 26 | -18.64K | -- |
| VANGUARD GROUP INC | 2.55M | Dec 31, 25 | -10.55K | 5.73% |
| TWO SIGMA ADVISERS, LP | 734.30K | Dec 31, 25 | -97.80K | 1.65% |
| Brandywine Global Investment Management, LLC | 84.09K | Dec 31, 25 | +84.09K | 0.19% |
| BALYASNY ASSET MANAGEMENT L.P. | 75.63K | Dec 31, 25 | +15.87K | 0.17% |
| BANK OF AMERICA CORP /DE/ | 66.71K | Dec 31, 25 | -14.29K | 0.15% |
| Quest Partners LLC | 8.85K | Dec 31, 25 | -19.85K | 0.02% |
| SOA Wealth Advisors, LLC. | 825 | Dec 31, 25 | +10 | 0.00% |
| NewEdge Advisors, LLC | 268 | Dec 31, 25 | -97 | 0.00% |
| Global Retirement Partners, LLC | 242 | Dec 31, 25 | -- | 0.00% |
| SageView Advisory Group, LLC | 139 | Dec 31, 25 | +139 | 0.00% |
| COMERICA BANK | 78 | Dec 31, 25 | -839 | 0.00% |
| AllSquare Wealth Management LLC | 50 | Sep 30, 25 | +50 | 0.00% |
| CROWLEY WEALTH MANAGEMENT, INC. | -- | Sep 30, 25 | -200 | -- |
| Lindbrook Capital, LLC | 1 | Mar 31, 25 | -- | 0.00% |
| Nuveen Asset Management, LLC | 133.92K | Dec 31, 24 | -- | 0.30% |
| RE Dickinson Investment Advisors, LLC | 300 | Dec 31, 24 | -- | 0.00% |
| CAXTON ASSOCIATES LP | -- | Dec 31, 24 | -47.26K | -- |
| PEAK6 Investments LLC | 24.78K | Sep 30, 24 | +2.84K | 0.06% |
| Raymond James Financial Services Advisors, Inc. | 13.87K | Sep 30, 24 | -1.02K | 0.03% |
| RAYMOND JAMES & ASSOCIATES | 13.03K | Sep 30, 24 | -6.04K | 0.03% |
| Planning Capital Management Corp | 165 | Sep 30, 24 | +165 | 0.00% |
| BlackRock Inc. | 4.20M | Jun 30, 24 | -26.46K | 9.45% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 724 | Jun 30, 24 | -- | 0.00% |
| ICA Group Wealth Management, LLC | 83 | Jun 30, 24 | -- | 0.00% |
| Cetera Advisor Networks LLC | 64.31K | Mar 31, 24 | -16.40K | 0.14% |
| CREDIT SUISSE AG/ | 64.22K | Mar 31, 24 | -- | 0.14% |
| Highlander Capital Management, LLC | 200 | Mar 31, 24 | -- | 0.00% |
| Cutler Group LLC / CA | -- | Mar 31, 24 | -2.82K | -- |
| Baystate Wealth Management LLC | 870 | Dec 31, 23 | +8 | 0.00% |
| Sutton Wealth Advisors Inc. | 9 | Sep 30, 23 | -- | 0.00% |
| EA Series Trust | 171.36K | Jun 30, 23 | +171.36K | 0.39% |
| Vident Investment Advisory, LLC | 14.77K | Jun 30, 23 | +14.77K | 0.03% |
| TimeScale Financial, Inc. | 576 | Jun 30, 23 | -- | 0.00% |
| Lumature Wealth Partners, LLC | -- | Jun 30, 23 | -25 | -- |
| Euclidean Technologies Management, LLC | -- | Mar 31, 23 | -147.09K | -- |
| Acrisure Capital Management, LLC | -- | Mar 31, 23 | -18.04K | -- |
| Alpha Paradigm Partners, LLC | 7.45K | Dec 31, 22 | +7.45K | 0.02% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 9 | Dec 31, 22 | +9 | 0.00% |
| American Portfolios Advisors | 1.72K | Sep 30, 22 | -- | 0.00% |
| American Research & Management Co. | 1.60K | Sep 30, 22 | -- | 0.00% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1.15K | Sep 30, 22 | +1.15K | 0.00% |
| Strategic Asset Management, LLC | 1.00K | Sep 30, 22 | +500 | 0.00% |
| Covington Capital Management | 325 | Sep 30, 22 | -- | 0.00% |
| BIVIN & ASSOCIATES, INC. | 200 | Jun 30, 22 | +200 | 0.00% |
| Private Capital Group, LLC | 35 | Jun 30, 22 | -- | 0.00% |
| Lake Point Wealth Management | -- | Jun 30, 22 | -295 | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 41.61K | Mar 31, 22 | -218 | 0.09% |
| IndexIQ Advisors LLC | 26.09K | Mar 31, 22 | +1.89K | 0.06% |
| Amalgamated Financial Corp. | 7.81K | Mar 31, 22 | +7.81K | 0.02% |
| Dixon Hughes Goodman Wealth Advisors LLC | 8 | Mar 31, 22 | +8 | 0.00% |
| NEXT Financial Group, Inc | 2.33K | Dec 31, 21 | +161 | 0.01% |
| KNOTT DAVID M | 4.10K | Sep 30, 21 | +4.10K | 0.01% |
| Berman Capital Advisors, LLC | 16 | Sep 30, 21 | -- | 0.00% |
| QS Investors, LLC | 33.50K | Jun 30, 21 | -- | 0.08% |
| Hoover Financial Advisors, Inc. | 1.20K | Jun 30, 21 | +1.20K | 0.00% |
| FormulaFolio Investments, LLC | 100 | Jun 30, 21 | -- | 0.00% |
| BOGLE INVESTMENT MANAGEMENT L P /DE/ | 22.70K | Dec 31, 20 | +6.10K | 0.05% |
| Aperio Group, LLC | 13.99K | Dec 31, 20 | +336 | 0.03% |
| Leap Investments LP | 34.00K | Jun 30, 20 | +34.00K | 0.08% |
| Lenox Wealth Management, Inc. | 300 | Jun 30, 20 | +300 | 0.00% |