Western Midstream Partners, LPWESNYSE
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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| SANDERS MORRIS HARRIS LLC | -- | Dec 31, 25 | -6.70K | -- |
| MATHER GROUP, LLC. | -- | Dec 31, 25 | -1.25K | -- |
| ALPS ADVISORS INC | 34.77M | Sep 30, 25 | +98.82K | -- |
| Invesco Ltd. | 24.29M | Sep 30, 25 | +81.18K | -- |
| Blackstone Inc. | 9.05M | Sep 30, 25 | -121.68K | -- |
| GOLDMAN SACHS GROUP INC | 8.63M | Sep 30, 25 | +357.61K | -- |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 7.64M | Sep 30, 25 | +7.64M | -- |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 7.38M | Sep 30, 25 | -41.59K | -- |
| Neuberger Berman Group LLC | 6.54M | Sep 30, 25 | -32.62K | -- |
| KAYNE ANDERSON CAPITAL ADVISORS LP | 3.42M | Sep 30, 25 | -10.29K | -- |
| UBS Group AG | 3.34M | Sep 30, 25 | -356.73K | -- |
| MORGAN STANLEY | 2.75M | Sep 30, 25 | +565.59K | -- |
| Clearbridge Investments, LLC | 2.23M | Sep 30, 25 | -- | -- |
| BANK OF AMERICA CORP /DE/ | 1.87M | Sep 30, 25 | +445.66K | -- |
| WESTWOOD HOLDINGS GROUP INC | 1.85M | Sep 30, 25 | +39.90K | -- |
| MILLER HOWARD INVESTMENTS INC /NY | 1.48M | Sep 30, 25 | +11.22K | -- |
| Fractal Investments LLC | 1.47M | Sep 30, 25 | -- | -- |
| JPMORGAN CHASE & CO | 1.45M | Sep 30, 25 | -410.42K | -- |
| EAGLE GLOBAL ADVISORS LLC | 1.40M | Sep 30, 25 | -528.73K | -- |
| Recurrent Investment Advisors LLC | 1.36M | Sep 30, 25 | -683 | -- |
| CUSHING ASSET MANAGEMENT, LP | 1.27M | Sep 30, 25 | +67.00K | -- |
| BNP PARIBAS ARBITRAGE, SNC | 1.06M | Sep 30, 25 | +236.83K | -- |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 1.05M | Sep 30, 25 | -491.20K | -- |
| BARCLAYS PLC | 1.03M | Sep 30, 25 | +92.73K | -- |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 985.72K | Sep 30, 25 | -- | -- |
| STIFEL FINANCIAL CORP | 971.18K | Sep 30, 25 | +875 | -- |
| BERKLEY W R CORP | 887.16K | Sep 30, 25 | +887.16K | -- |
| CIBC Private Wealth Group, LLC | 809.07K | Sep 30, 25 | -216 | -- |
| WELLS FARGO & COMPANY/MN | 752.44K | Sep 30, 25 | +25.81K | -- |
| Texas Yale Capital Corp. | 575.81K | Sep 30, 25 | +36.44K | -- |
| RAYMOND JAMES FINANCIAL INC | 567.08K | Sep 30, 25 | +33.58K | -- |
| FIRST TRUST ADVISORS LP | 496.19K | Sep 30, 25 | -13.94K | -- |
| Catalyst Capital Advisors LLC | 464.84K | Sep 30, 25 | -7.58K | -- |
| HRT FINANCIAL LP | 459.75K | Sep 30, 25 | +272.19K | -- |
| RR Advisors, LLC | 453.00K | Sep 30, 25 | -- | -- |
| TERRIL BROTHERS, INC. | 400.88K | Sep 30, 25 | +32.94K | -- |
| JENNISON ASSOCIATES LLC | 395.72K | Sep 30, 25 | -189.99K | -- |
| Waverly Advisors, LLC | 306.74K | Sep 30, 25 | -9.33K | -- |
| Knollwood Investment Advisory, LLC | 301.03K | Sep 30, 25 | -- | -- |
| ROYAL BANK OF CANADA | 288.04K | Sep 30, 25 | +79.79K | -- |
| Jump Financial, LLC | 279.82K | Sep 30, 25 | +168.38K | -- |
| LPL Financial LLC | 278.85K | Sep 30, 25 | +1.73K | -- |
| Sovereign Investment Advisors, LLC | 274.48K | Sep 30, 25 | -- | -- |
| Allianz Asset Management GmbH | 270.86K | Sep 30, 25 | -103.50K | -- |
| Heronetta Management, L.P. | 228.59K | Sep 30, 25 | -- | -- |
| STEPHENS INC /AR/ | 200.30K | Sep 30, 25 | +68.94K | -- |
| Militia Capital Partners, LP | 200.00K | Sep 30, 25 | -5.00K | -- |
| Maryland State Retirement & Pension System | 197.95K | Sep 30, 25 | +22.69K | -- |
| Empowered Funds, LLC | 190.84K | Sep 30, 25 | +68.14K | -- |
| Advisors Asset Management, Inc. | 186.85K | Sep 30, 25 | +29.75K | -- |
| BlackRock, Inc. | 175.49K | Sep 30, 25 | -1.00K | -- |
| Empirical Finance, LLC | 172.72K | Sep 30, 25 | +50.02K | -- |
| EVERGREEN CAPITAL MANAGEMENT LLC | 166.20K | Sep 30, 25 | -10.13K | -- |
| VICTORY CAPITAL MANAGEMENT INC | 161.81K | Sep 30, 25 | +161.81K | -- |
| CIBC WORLD MARKET INC. | 156.60K | Sep 30, 25 | -- | -- |
| Americana Partners, LLC | 147.64K | Sep 30, 25 | +10.15K | -- |
| TECTONIC ADVISORS LLC | 146.46K | Sep 30, 25 | +4.03K | -- |
| Ellsworth Advisors, LLC | 142.95K | Sep 30, 25 | +8.38K | -- |
| Sanctuary Advisors, LLC | 140.74K | Sep 30, 25 | +54.88K | -- |
| Rockefeller Capital Management L.P. | 123.23K | Sep 30, 25 | +50.48K | -- |
| HENNESSY ADVISORS INC | 119.77K | Sep 30, 25 | -- | -- |
| U.S. Capital Wealth Advisors, LLC | 110.06K | Sep 30, 25 | +11.04K | -- |
| Cetera Investment Advisers | 109.84K | Sep 30, 25 | +20.42K | -- |
| Lavaca Capital LLC | 108.00K | Sep 30, 25 | -- | -- |
| Mariner, LLC | 97.44K | Sep 30, 25 | -4.04K | -- |
| BROOKFIELD Corp /ON/ | 94.32K | Sep 30, 25 | -810.04K | -- |
| Summit Financial, LLC | 94.10K | Sep 30, 25 | +77 | -- |
| Glenmede Investment Management, LP | 85.48K | Sep 30, 25 | +1.77K | -- |
| Pathstone Holdings, LLC | 82.78K | Sep 30, 25 | +49.45K | -- |
| ENVESTNET ASSET MANAGEMENT INC | 79.93K | Sep 30, 25 | +4.56K | -- |
| ADVISOR GROUP HOLDINGS, INC. | 78.11K | Sep 30, 25 | +20.42K | -- |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 76.15K | Sep 30, 25 | +76.15K | -- |
| D.A. DAVIDSON & CO. | 72.45K | Sep 30, 25 | +4.41K | -- |
| HighTower Advisors, LLC | 68.90K | Sep 30, 25 | -2.89K | -- |
| Pekin Hardy Strauss, Inc. | 66.20K | Sep 30, 25 | -200 | -- |
| FMR LLC | 65.41K | Sep 30, 25 | +890 | -- |
| DIVIDEND ASSETS CAPITAL, LLC | 62.04K | Sep 30, 25 | -2.56K | -- |
| Pacer Advisors, Inc. | 56.83K | Sep 30, 25 | -3.94K | -- |
| Kestra Advisory Services, LLC | 55.78K | Sep 30, 25 | +3.23K | -- |
| NewEdge Advisors, LLC | 55.56K | Sep 30, 25 | -576 | -- |
| ELCO Management Co., LLC | 54.60K | Sep 30, 25 | -5.47K | -- |
| CITIGROUP INC | 54.00K | Sep 30, 25 | -28.09K | -- |
| CITADEL ADVISORS LLC | 52.74K | Sep 30, 25 | +31.30K | -- |
| CLEAR STREET MARKETS LLC | 52.50K | Sep 30, 25 | +52.50K | -- |
| Parkside Financial Bank & Trust | 52.22K | Sep 30, 25 | -12.95K | -- |
| CFM WEALTH PARTNERS LLC | 49.88K | Sep 30, 25 | +4.94K | -- |
| CASTLEARK MANAGEMENT LLC | 49.44K | Sep 30, 25 | -20.82K | -- |
| TCG Advisory Services, LLC | 46.86K | Sep 30, 25 | +1.94K | -- |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 46.68K | Sep 30, 25 | -- | -- |
| CAPTRUST FINANCIAL ADVISORS | 45.71K | Sep 30, 25 | -8.57K | -- |
| Janney Montgomery Scott LLC | 44.86K | Sep 30, 25 | -379 | -- |
| CHILTON CAPITAL MANAGEMENT LLC | 44.16K | Sep 30, 25 | -2.43K | -- |
| VAN ECK ASSOCIATES CORP | 43.65K | Sep 30, 25 | -6.79K | -- |
| PFG Investments, LLC | 42.85K | Sep 30, 25 | +2.56K | -- |
| BASSO CAPITAL MANAGEMENT, L.P. | 42.15K | Sep 30, 25 | -- | -- |
| Creative Planning | 37.30K | Sep 30, 25 | +30.42K | -- |
| BluePath Capital Management, LLC | 37.03K | Sep 30, 25 | +9.22K | -- |
| Turtle Creek Wealth Advisors, LLC | 36.88K | Sep 30, 25 | -- | -- |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 36.54K | Sep 30, 25 | -5.18K | -- |
| Requisite Capital Management, LLC | 36.37K | Sep 30, 25 | +2.45K | -- |
| Samalin Investment Counsel, LLC | 36.01K | Sep 30, 25 | +5.00K | -- |
| MAI Capital Management | 35.61K | Sep 30, 25 | +1.89K | -- |
| Beacon Pointe Advisors, LLC | 34.90K | Sep 30, 25 | +34.90K | -- |
| KEYBANK NATIONAL ASSOCIATION/OH | 34.29K | Sep 30, 25 | -1.43K | -- |
| OPPENHEIMER ASSET MANAGEMENT INC. | 33.97K | Sep 30, 25 | -58 | -- |
| Cambridge Investment Research Advisors, Inc. | 33.95K | Sep 30, 25 | +4.45K | -- |
| NORTHERN TRUST CORP | 33.60K | Sep 30, 25 | +23.89K | -- |
| WHITTIER TRUST CO OF NEVADA INC | 30.50K | Sep 30, 25 | -- | -- |
| IEQ CAPITAL, LLC | 30.24K | Sep 30, 25 | +698 | -- |
| COMMONWEALTH EQUITY SERVICES, LLC | 29.93K | Sep 30, 25 | -6.15K | -- |
| SIMPLEX TRADING, LLC | 29.75K | Sep 30, 25 | -3.93K | -- |
| Caprock Group, LLC | 29.54K | Sep 30, 25 | +29.54K | -- |
| Cresset Asset Management, LLC | 28.77K | Sep 30, 25 | -- | -- |
| Virtu Financial LLC | 28.47K | Sep 30, 25 | +2.72K | -- |
| Cerity Partners LLC | 27.88K | Sep 30, 25 | +2.88K | -- |
| Apollon Wealth Management, LLC | 26.79K | Sep 30, 25 | +408 | -- |
| FAYEZ SAROFIM & CO | 26.49K | Sep 30, 25 | -- | -- |
| Snowden Capital Advisors LLC | 25.54K | Sep 30, 25 | +14.58K | -- |
| RMB Capital Management, LLC | 25.53K | Sep 30, 25 | +658 | -- |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 25.45K | Sep 30, 25 | +4.45K | -- |
| AMERICAN FINANCIAL GROUP INC | 25.00K | Sep 30, 25 | -- | -- |
| GUGGENHEIM CAPITAL LLC | 24.36K | Sep 30, 25 | +1.33K | -- |
| US BANCORP \DE\ | 23.95K | Sep 30, 25 | +16.00K | -- |
| TRUIST FINANCIAL CORP | 22.96K | Sep 30, 25 | +364 | -- |
| CWM, LLC | 22.21K | Sep 30, 25 | +22.21K | -- |
| Independent Advisor Alliance | 22.10K | Sep 30, 25 | -395 | -- |
| JANE STREET GROUP, LLC | 21.60K | Sep 30, 25 | -74.08K | -- |
| Chicago Partners Investment Group LLC | 21.57K | Sep 30, 25 | -1.02K | -- |
| Autumn Glory Partners, LLC | 21.00K | Sep 30, 25 | -- | -- |
| CI Private Wealth, LLC | 20.23K | Sep 30, 25 | +7.83K | -- |
| DRW Securities, LLC | 19.95K | Sep 30, 25 | +19.95K | -- |
| NOVEM GROUP | 18.27K | Sep 30, 25 | +52 | -- |
| Bramshill Investments, LLC | 17.85K | Sep 30, 25 | -425 | -- |
| ProShare Advisors LLC | 17.60K | Sep 30, 25 | +2.00K | -- |
| WILEY BROS.-AINTREE CAPITAL, LLC | 17.19K | Sep 30, 25 | +7.54K | -- |
| Private Advisor Group, LLC | 17.15K | Sep 30, 25 | +5.13K | -- |
| Cornerstone Management, Inc. | 16.73K | Sep 30, 25 | -2.40K | -- |
| Rockwood Wealth Management, LLC | 16.71K | Sep 30, 25 | -- | -- |
| CULLEN/FROST BANKERS, INC. | 16.50K | Sep 30, 25 | -8.25K | -- |
| Bollard Group LLC | 15.52K | Sep 30, 25 | +359 | -- |
| Mutual Advisors, LLC | 15.16K | Sep 30, 25 | +5.37K | -- |
| Oxinas Partners Wealth Management LLC | 14.86K | Sep 30, 25 | -258 | -- |
| VestGen Advisors, LLC | 13.89K | Sep 30, 25 | +972 | -- |
| NewEdge Wealth, LLC | 13.45K | Sep 30, 25 | -3.90K | -- |
| Hardy Reed LLC | 13.45K | Sep 30, 25 | -- | -- |
| JOURNEY STRATEGIC WEALTH LLC | 12.80K | Sep 30, 25 | +6.90K | -- |
| PEAPACK GLADSTONE FINANCIAL CORP | 12.66K | Sep 30, 25 | -1.00K | -- |
| Linscomb & Williams, Inc. | 12.07K | Sep 30, 25 | -- | -- |
| NAVELLIER & ASSOCIATES INC | 11.63K | Sep 30, 25 | +1.27K | -- |
| Summit Trail Advisors, LLC | 11.21K | Sep 30, 25 | +23 | -- |
| MGO ONE SEVEN LLC | 11.14K | Sep 30, 25 | +11.14K | -- |
| Prospera Financial Services Inc | 10.82K | Sep 30, 25 | -506 | -- |
| Icon Wealth Advisors, LLC | 10.60K | Sep 30, 25 | -3 | -- |
| F/M Investments LLC | 10.34K | Sep 30, 25 | -- | -- |
| Bank of New York Mellon Corp | 10.27K | Sep 30, 25 | +936 | -- |
| Sonora Investment Management Group, LLC | 10.00K | Sep 30, 25 | +1.50K | -- |
| Abel Hall, LLC | 10.00K | Sep 30, 25 | -- | -- |
| Belfer Management LLC | 9.87K | Sep 30, 25 | -- | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9.79K | Sep 30, 25 | -127.11K | -- |
| CHOREO, LLC | 9.73K | Sep 30, 25 | +16 | -- |
| Fiduciary Group LLC | 9.72K | Sep 30, 25 | +650 | -- |
| EQUITEC PROPRIETARY MARKETS, LLC | 9.70K | Sep 30, 25 | +9.70K | -- |
| Kaizen Financial Strategies | 9.61K | Sep 30, 25 | +9.61K | -- |
| BLAIR WILLIAM & CO/IL | 9.26K | Sep 30, 25 | -8.13K | -- |
| Advisory Services Network, LLC | 9.02K | Sep 30, 25 | +462 | -- |
| Fidelis Capital Partners, LLC | 8.95K | Sep 30, 25 | +2.65K | -- |
| IFP Advisors, Inc | 8.46K | Sep 30, 25 | -2.29K | -- |
| Mountain Lake Investment Management LLC | 8.36K | Sep 30, 25 | +8.36K | -- |
| M&T BANK CORP | 8.25K | Sep 30, 25 | +8.25K | -- |
| WOLVERINE TRADING, LLC | 8.20K | Sep 30, 25 | +8.20K | -- |
| HB Wealth Management, LLC | 7.90K | Sep 30, 25 | +304 | -- |
| Moors & Cabot, Inc. | 7.83K | Sep 30, 25 | +164 | -- |
| Westover Capital Advisors, LLC | 7.70K | Sep 30, 25 | -- | -- |
| South Street Advisors LLC | 7.50K | Sep 30, 25 | +7.50K | -- |
| WETHERBY ASSET MANAGEMENT INC | 7.45K | Sep 30, 25 | -- | -- |
| Nuveen, LLC | 7.40K | Sep 30, 25 | +12 | -- |
| Integrated Wealth Concepts LLC | 7.02K | Sep 30, 25 | +254 | -- |
| Outlook Wealth Advisors, LLC | 6.95K | Sep 30, 25 | +6.95K | -- |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 6.93K | Sep 30, 25 | -- | -- |
| Fulcrum Asset Management LLP | 6.88K | Sep 30, 25 | -- | -- |
| Stratos Wealth Partners, LTD. | 6.68K | Sep 30, 25 | +722 | -- |
| SCHULHOFF & CO INC | 6.50K | Sep 30, 25 | +6.50K | -- |
| Arista Wealth Management, LLC | 6.30K | Sep 30, 25 | -- | -- |
| Concurrent Investment Advisors, LLC | 6.25K | Sep 30, 25 | +100 | -- |
| Hollow Brook Wealth Management LLC | 6.18K | Sep 30, 25 | -- | -- |
| MERCER GLOBAL ADVISORS INC /ADV | 6.11K | Sep 30, 25 | -538 | -- |
| Highlander Partners, L.P. | 6.10K | Sep 30, 25 | -- | -- |
| BRADLEY FOSTER & SARGENT INC/CT | 5.99K | Sep 30, 25 | -- | -- |
| CITIZENS FINANCIAL GROUP INC/RI | 5.91K | Sep 30, 25 | +1 | -- |
| BROWN BROTHERS HARRIMAN & CO | 5.82K | Sep 30, 25 | -- | -- |
| BEARING POINT CAPITAL, LLC | 5.80K | Sep 30, 25 | -- | -- |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 5.75K | Sep 30, 25 | +5.75K | -- |
| First Trust Capital Management L.P. | 5.71K | Sep 30, 25 | -- | -- |
| Barnett & Company, Inc. | 5.70K | Sep 30, 25 | -- | -- |
| Per Stirling Capital Management, LLC. | 5.67K | Sep 30, 25 | +67 | -- |
| Alpha Cubed Investments, LLC | 5.54K | Sep 30, 25 | +108 | -- |
| Investor's Fiduciary Advisor Network, LLC | 5.50K | Sep 30, 25 | -- | -- |
| AMERIPRISE FINANCIAL INC | 5.50K | Sep 30, 25 | -356 | -- |
| Sequoia Financial Advisors, LLC | 5.48K | Sep 30, 25 | -524 | -- |
| MATTERN CAPITAL MANAGEMENT, LLC | 5.47K | Sep 30, 25 | -- | -- |
| Prossimo Advisors, LLC | 5.41K | Sep 30, 25 | -- | -- |
| Intrua Financial, LLC | 5.22K | Sep 30, 25 | +5.22K | -- |
| COMERICA BANK | 5.13K | Sep 30, 25 | -1.49K | -- |
| PNC FINANCIAL SERVICES GROUP, INC. | 5.00K | Sep 30, 25 | -- | -- |
| Steward Partners Investment Advisory, LLC | 4.85K | Sep 30, 25 | -- | -- |
| Tower Research Capital LLC (TRC) | 4.60K | Sep 30, 25 | +2.85K | -- |
| Virtus Investment Advisers, Inc. | 4.51K | Sep 30, 25 | +57 | -- |
| BRYN MAWR TRUST Co | 4.34K | Sep 30, 25 | -- | -- |
| CENTRAL TRUST Co | 4.21K | Sep 30, 25 | -- | -- |
| QUADRANT CAPITAL GROUP LLC | 4.13K | Sep 30, 25 | +4.13K | -- |
| Amplify Investments, LLC | 3.53K | Sep 30, 25 | -- | -- |
| State of Wyoming | 3.13K | Sep 30, 25 | -2.71K | -- |
| Painted Porch Advisors LLC | 2.96K | Sep 30, 25 | +68 | -- |
| McIlrath & Eck, LLC | 2.43K | Sep 30, 25 | +2.35K | -- |
| Cedar Mountain Advisors, LLC | 2.08K | Sep 30, 25 | +48 | -- |
| Global Retirement Partners, LLC | 1.85K | Sep 30, 25 | +519 | -- |
| EverSource Wealth Advisors, LLC | 1.80K | Sep 30, 25 | -- | -- |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.76K | Sep 30, 25 | -- | -- |
| Farther Finance Advisors, LLC | 1.65K | Sep 30, 25 | +13 | -- |
| FARMERS & MERCHANTS INVESTMENTS INC | 1.57K | Sep 30, 25 | -- | -- |
| Larson Financial Group LLC | 1.40K | Sep 30, 25 | +1.40K | -- |
| MCF Advisors LLC | 1.30K | Sep 30, 25 | -- | -- |
| SouthState Corp | 1.25K | Sep 30, 25 | -- | -- |
| Ameritas Advisory Services, LLC | 1.22K | Sep 30, 25 | -55 | -- |
| HM PAYSON & CO | 1.12K | Sep 30, 25 | -- | -- |
| Sound Income Strategies, LLC | 1.02K | Sep 30, 25 | +3 | -- |
| CARY STREET PARTNERS FINANCIAL LLC | 1.02K | Sep 30, 25 | -- | -- |
| MTM Investment Management, LLC | 1.00K | Sep 30, 25 | -- | -- |
| Allworth Financial LP | 951 | Sep 30, 25 | -148 | -- |
| FIFTH THIRD BANCORP | 929 | Sep 30, 25 | +220 | -- |
| JONES FINANCIAL COMPANIES LLLP | 908 | Sep 30, 25 | +420 | -- |
| Westside Investment Management, Inc. | 900 | Sep 30, 25 | -- | -- |
| AMERICAN NATIONAL BANK | 885 | Sep 30, 25 | -- | -- |
| NBC SECURITIES, INC. | 801 | Sep 30, 25 | +506 | -- |
| Financial Network Wealth Advisors LLC | 791 | Sep 30, 25 | +14 | -- |
| GPS Wealth Strategies Group, LLC | 743 | Sep 30, 25 | +17 | -- |
| Geneos Wealth Management Inc. | 631 | Sep 30, 25 | -- | -- |
| Avion Wealth | 600 | Sep 30, 25 | -- | -- |
| Truvestments Capital LLC | 585 | Sep 30, 25 | -- | -- |
| Capital Analysts, LLC | 542 | Sep 30, 25 | +13 | -- |
| ROTHSCHILD INVESTMENT LLC | 450 | Sep 30, 25 | +450 | -- |
| Princeton Global Asset Management LLC | 400 | Sep 30, 25 | -300 | -- |
| Heritage Wealth Advisors | 375 | Sep 30, 25 | -- | -- |
| Russell Investments Group, Ltd. | 350 | Sep 30, 25 | +200 | -- |
| FIRST HORIZON CORP | 347 | Sep 30, 25 | +347 | -- |
| PRINCIPAL SECURITIES, INC. | 337 | Sep 30, 25 | +218 | -- |
| Wealthspire Advisors, LLC | 300 | Sep 30, 25 | +300 | -- |
| ASSETMARK, INC | 210 | Sep 30, 25 | -- | -- |
| Asset Dedication, LLC | 200 | Sep 30, 25 | -- | -- |
| Strategic Investment Solutions, Inc. /IL | 200 | Sep 30, 25 | +200 | -- |
| SRS Capital Advisors, Inc. | 188 | Sep 30, 25 | +188 | -- |
| HARBOUR INVESTMENTS, INC. | 180 | Sep 30, 25 | -- | -- |
| Quent Capital, LLC | 161 | Sep 30, 25 | +161 | -- |
| Gen-Wealth Partners Inc | 110 | Sep 30, 25 | -- | -- |
| PERRITT CAPITAL MANAGEMENT INC | 109 | Sep 30, 25 | -- | -- |
| Glen Eagle Advisors, LLC | 100 | Sep 30, 25 | -- | -- |
| GEODE CAPITAL MANAGEMENT, LLC | -- | Sep 30, 25 | -8.53K | -- |
| Skopos Labs, Inc. | -- | Sep 30, 25 | -9 | -- |
| Avondale Wealth Management | -- | Sep 30, 25 | -6.00K | -- |
| NEXPOINT ASSET MANAGEMENT, L.P. | -- | Sep 30, 25 | -139.05K | -- |
| BANK OF MONTREAL /CAN/ | -- | Sep 30, 25 | -5.90K | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Sep 30, 25 | -226 | -- |
| GSA CAPITAL PARTNERS LLP | -- | Sep 30, 25 | -41.05K | -- |
| PEAK6 LLC | -- | Sep 30, 25 | -53.32K | -- |
| Kingstone Capital Partners Texas, LLC | -- | Sep 30, 25 | -3.99M | -- |
| TABLEAUX LLC | -- | Sep 30, 25 | -17.47K | -- |
| VISION FINANCIAL MARKETS LLC | -- | Sep 30, 25 | -150 | -- |
| IFG Advisory, LLC | -- | Sep 30, 25 | -26.34K | -- |
| Kovitz Investment Group Partners, LLC | -- | Sep 30, 25 | -59.28K | -- |
| CUSTOM INDEX SYSTEMS, LLC | -- | Sep 30, 25 | -22.16K | -- |
| SkyOak Wealth, LLC | -- | Sep 30, 25 | -5.77K | -- |
| NewSquare Capital LLC | -- | Sep 30, 25 | -715 | -- |
| Morningstar Investment Management LLC | -- | Sep 30, 25 | -13.30K | -- |
| Strategic Wealth Partners, Ltd. | -- | Sep 30, 25 | -1.59K | -- |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -9.10K | -- |
| Susquehanna Portfolio Strategies, LLC | -- | Sep 30, 25 | -15.11K | -- |
| NBW CAPITAL LLC | 311.12K | Jun 30, 25 | -1.08K | -- |
| Wambolt & Associates, LLC | 22.21K | Jun 30, 25 | -- | -- |
| AVANTAX ADVISORY SERVICES, INC. | 6.72K | Jun 30, 25 | -59 | -- |
| Iron Horse Wealth Management, LLC | 1.50K | Jun 30, 25 | +1.50K | -- |
| First Horizon Advisors, Inc. | 347 | Jun 30, 25 | -134 | -- |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 343 | Jun 30, 25 | +343 | -- |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -8.56K | -- |
| GLENMEDE TRUST CO NA | 83.71K | Mar 31, 25 | -575 | -- |
| Lindbrook Capital, LLC | 10.62K | Mar 31, 25 | -17.76K | -- |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | 38.03K | Dec 31, 24 | +38.03K | -- |
| Nuveen Asset Management, LLC | 7.14K | Dec 31, 24 | -307 | -- |
| RE Dickinson Investment Advisors, LLC | 2.17K | Dec 31, 24 | +388 | -- |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -275 | -- |
| Raymond James Financial Services Advisors, Inc. | 401.15K | Sep 30, 24 | +1.93K | -- |
| RAYMOND JAMES & ASSOCIATES | 76.65K | Sep 30, 24 | -27.23K | -- |
| PEAK6 Investments LLC | 17.34K | Sep 30, 24 | +17.34K | -- |
| FinTrust Capital Advisors, LLC | 1.02K | Sep 30, 24 | +1.02K | -- |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 31 | Sep 30, 24 | +31 | -- |
| BlackRock Inc. | 65.49K | Jun 30, 24 | -- | -- |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 64.27K | Jun 30, 24 | +1.79K | -- |
| Relative Value Partners Group, LLC | 6.37K | Jun 30, 24 | +6.37K | -- |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 5.27K | Jun 30, 24 | +5.27K | -- |
| Tortoise Index Solutions, LLC | 196.78K | Mar 31, 24 | -54.09K | -- |
| Ziegler Capital Management, LLC | 10.34K | Mar 31, 24 | -- | -- |
| FirstPurpose Wealth LLC | 9.98K | Mar 31, 24 | -- | -- |
| Cetera Advisor Networks LLC | 6.23K | Mar 31, 24 | +6.23K | -- |
| Retirement Group, LLC | 1.59K | Mar 31, 24 | +456 | -- |
| Cutler Group LLC / CA | 1.58K | Mar 31, 24 | +1.19K | -- |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 36.27K | Sep 30, 23 | -13.92K | -- |
| PATHSTONE FAMILY OFFICE, LLC | 29.26K | Sep 30, 23 | +7.15K | -- |
| Icon Wealth Partners, LLC | 10.60K | Sep 30, 23 | +345 | -- |
| First Capital Advisors Group, LLC. | 4.14K | Jun 30, 23 | +4.14K | -- |
| Cowen Prime Advisors LLC | 3.81K | Jun 30, 23 | -- | -- |
| Avalon Investment & Advisory | 19.66K | Mar 31, 23 | +7.14K | -- |
| HighTower Trust Company, N.A. | 15.68K | Mar 31, 23 | +7.75K | -- |
| Salient Capital Advisors, LLC | 2.03M | Sep 30, 22 | -209.04K | -- |
| American Portfolios Advisors | 2.57K | Sep 30, 22 | -1.70K | -- |
| FourThought Financial, LLC | 1.52K | Sep 30, 22 | -- | -- |
| B. Riley Wealth Management, Inc. | 39.75K | Jun 30, 22 | +39.75K | -- |
| Fieldpoint Private Securities, LLC | 1.34K | Jun 30, 22 | +35 | -- |
| BREWIN DOLPHIN LTD | 849 | Jun 30, 22 | -- | -- |
| American National Registered Investment Advisor, Inc. | 9.15K | Mar 31, 22 | -- | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | -- | Mar 31, 22 | -76.84K | -- |
| Homrich & Berg | 13.38K | Sep 30, 21 | +47 | -- |
| Berman Capital Advisors, LLC | 2.32K | Sep 30, 21 | -- | -- |
| SageGuard Financial Group, LLC | -- | Sep 30, 21 | -63.33K | -- |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | -- | Sep 30, 21 | -10.00K | -- |
| USCA RIA LLC | 12.96K | Jun 30, 21 | -- | -- |
| Cowen Prime Services LLC | 3.81K | Jun 30, 21 | -- | -- |
| LUCAS CAPITAL MANAGEMENT | 25.52K | Dec 31, 20 | -11.87K | -- |
| FRONTIER INVESTMENT MGMT CO | 25.86K | Jun 30, 20 | +1.86K | -- |
| Leap Investments LP | -- | Jun 30, 20 | -50.20K | -- |
| Harvest Fund Advisors LLC | 3.63M | Mar 31, 20 | -4.56M | -- |
| Brookfield Public Securities Group LLC | 3.66K | Mar 31, 20 | -2.83M | -- |
| BP CAPITAL FUND ADVISORS, LLC | 19.50K | Dec 31, 19 | -17.50K | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 19.29K | Dec 31, 19 | +15.36K | -- |
| Highstreet Asset Management Inc. | 12.99K | Dec 31, 19 | +12.99K | -- |
| Advisor Group, Inc. | 1.65K | Dec 31, 19 | -333 | -- |
| CQS Cayman LP | 38.00K | Sep 30, 19 | -48.00K | -- |
| BB&T SECURITIES, LLC | -- | Sep 30, 19 | -8.57K | -- |
| WILLIAMS JONES & ASSOCIATES LLC | 34.68K | Jun 30, 19 | -7.56K | -- |
| OppenheimerFunds, Inc. | 7.52M | Mar 31, 19 | +7.52M | -- |
| BKS ADVISORS, LLC | 12.20K | Mar 31, 19 | +12.20K | -- |
| NEXT Financial Holdings | 763 | Mar 31, 19 | +763 | -- |