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On this page, we present all of the funds holding MBB from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding MBB, with a link to that fund's top holdings. The next columns
indicate the amount of MBB stock held by each of the funds holding MBB, followed by the MBB position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 837 funds holding MBB within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE
(or by any of the other funds holding MBB), click the fund name in the "Holder" column of the funds-holding-MBB table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Bank of America Corp DE | | $7,079,726 | 12/31/2023 | MBB | 75,324,690 | $7,086,547 | 12/31/2023 | Put | 72,500 | $6,821 | 12/31/2023 | JPMorgan Chase & Co. | 30,221,859 | $2,843,272 | 12/31/2023 | MBB | 30,221,859 | $2,843,272 | 12/31/2023 | Envestnet Asset Management Inc. | 21,347,964 | $2,008,416 | 12/31/2023 | MBB | 21,347,964 | $2,008,416 | 12/31/2023 | LPL Financial LLC | 17,206,154 | $1,618,755 | 12/31/2023 | MBB | 17,206,154 | $1,618,755 | 12/31/2023 | Ameriprise Financial Inc. | 13,658,093 | $1,285,675 | 12/31/2023 | MBB | 13,658,093 | $1,285,675 | 12/31/2023 | Morgan Stanley | 7,063,172 | $664,503 | 12/31/2023 | MBB | 7,063,172 | $664,503 | 12/31/2023 | Charles Schwab Investment Advisory Inc. | 5,460,902 | $513,762 | 12/31/2023 | MBB | 5,460,902 | $513,762 | 12/31/2023 | TIAA Trust National Association | 4,167,402 | $392,528 | 12/31/2023 | MBB | 4,167,402 | $392,528 | 12/31/2023 | Bank of New York Mellon Corp | 3,537,056 | $332,766 | 12/31/2023 | MBB | 3,537,056 | $332,766 | 12/31/2023 | Truist Financial Corp | 3,201,188 | $301,168 | 12/31/2023 | MBB | 3,201,188 | $301,168 | 12/31/2023 | Stifel Financial Corp | 3,024,264 | $284,523 | 12/31/2023 | MBB | 3,024,264 | $284,523 | 12/31/2023 | Wells Fargo & Company MN | 3,021,758 | $284,287 | 12/31/2023 | MBB | 3,021,758 | $284,287 | 12/31/2023 | State of Tennessee Treasury Department | 2,944,478 | $277,016 | 12/31/2023 | MBB | 2,944,478 | $277,016 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 2,627,529 | $247,198 | 12/31/2023 | MBB | 2,627,529 | $247,198 | 12/31/2023 | Allworth Financial LP | 2,624,525 | $246,915 | 12/31/2023 | MBB | 2,624,525 | $246,915 | 12/31/2023 | BlackRock Inc. | 2,599,478 | $244,559 | 12/31/2023 | MBB | 2,599,478 | $244,559 | 12/31/2023 | CWM LLC | 2,321,736 | $214,575 | 03/31/2024 | MBB | 2,321,736 | $214,575 | 03/31/2024 | Adviser Investments LLC | 2,235,560 | $210,322 | 12/31/2023 | MBB | 2,235,560 | $210,322 | 12/31/2023 | Royal Bank of Canada | 2,172,309 | $204,372 | 12/31/2023 | MBB | 2,172,309 | $204,372 | 12/31/2023 | US Bancorp DE | 2,062,436 | $194,034 | 12/31/2023 | MBB | 2,062,436 | $194,034 | 12/31/2023 | Advisor Group Holdings Inc. | 1,991,501 | $187,491 | 12/31/2023 | MBB | 1,991,501 | $187,491 | 12/31/2023 | Goldman Sachs Group Inc. | | $187,391 | 12/31/2023 | MBB | 1,879,321 | $176,807 | 12/31/2023 | Call | 112,500 | $10,584 | 12/31/2023 | FMR LLC | 1,895,441 | $178,323 | 12/31/2023 | MBB | 1,895,441 | $178,323 | 12/31/2023 | Sei Investments Co. | 1,876,650 | $176,554 | 12/31/2023 | MBB | 1,876,650 | $176,554 | 12/31/2023 | UBS Group AG | 1,745,071 | $164,176 | 12/31/2023 | MBB | 1,745,071 | $164,176 | 12/31/2023 | Midland Wealth Advisors LLC | 1,609,920 | $151,461 | 12/31/2023 | MBB | 1,609,920 | $151,461 | 12/31/2023 | United Capital Financial Advisers LLC | 1,546,619 | $145,506 | 12/31/2023 | MBB | 1,546,619 | $145,506 | 12/31/2023 | State of Michigan Retirement System | 1,565,800 | $144,711 | 03/31/2024 | MBB | 1,565,800 | $144,711 | 03/31/2024 | Quotient Wealth Partners LLC | 1,472,932 | $138,573 | 12/31/2023 | MBB | 1,472,932 | $138,573 | 12/31/2023 | Bridgewater Associates LP | 1,451,800 | $136,585 | 12/31/2023 | MBB | 1,451,800 | $136,585 | 12/31/2023 | Ronald Blue Trust Inc. | 1,443,342 | $128,168 | 12/31/2023 | MBB | 1,443,342 | $128,168 | 12/31/2023 | Park Avenue Securities LLC | 1,376,978 | $127,260 | 03/31/2024 | MBB | 1,376,978 | $127,260 | 03/31/2024 | Janney Montgomery Scott LLC | 1,319,723 | $124,160 | 12/31/2023 | MBB | 1,319,723 | $124,160 | 12/31/2023 | Jane Street Group LLC | 1,312,913 | $123,519 | 12/31/2023 | MBB | 1,312,913 | $123,519 | 12/31/2023 | Hancock Whitney Corp | 1,258,998 | $118,447 | 12/31/2023 | MBB | 1,258,998 | $118,447 | 12/31/2023 | MML Investors Services LLC | 1,234,341 | $116,127 | 12/31/2023 | MBB | 1,234,341 | $116,127 | 12/31/2023 | Resources Investment Advisors LLC. | 1,211,734 | $114,000 | 12/31/2023 | MBB | 1,211,734 | $114,000 | 12/31/2023 | Sumitomo Mitsui Trust Holdings Inc. | 1,073,501 | $99,213 | 03/31/2024 | MBB | 1,073,501 | $99,213 | 03/31/2024 | Municipal Employees Retirement System of Michigan | 1,066,311 | $98,548 | 03/31/2024 | MBB | 1,066,311 | $98,548 | 03/31/2024 | Asset Management One Co. Ltd. | 1,017,143 | $95,805 | 12/31/2023 | MBB | 1,017,143 | $95,805 | 12/31/2023 | Bank of Montreal Can | 967,293 | $91,003 | 12/31/2023 | MBB | 967,293 | $91,003 | 12/31/2023 | Money Design Co. Ltd. | 903,173 | $84,971 | 12/31/2023 | MBB | 903,173 | $84,971 | 12/31/2023 | Miracle Mile Advisors LLC | 884,349 | $81,732 | 03/31/2024 | MBB | 884,349 | $81,732 | 03/31/2024 | Cetera Investment Advisers | 736,726 | $69,311 | 12/31/2023 | MBB | 736,726 | $69,311 | 12/31/2023 | Commonwealth Equity Services LLC | 723,509 | $68,068 | 12/31/2023 | MBB | 723,509 | $68,068 | 12/31/2023 | Evoke Wealth LLC | 638,533 | $60,073 | 12/31/2023 | MBB | 638,533 | $60,073 | 12/31/2023 | Sensible Financial Planning & Management LLC. | 607,790 | $57,181 | 12/31/2023 | MBB | 607,790 | $57,181 | 12/31/2023 | Alliancebernstein L.P. | 602,807 | $56,712 | 12/31/2023 | MBB | 602,807 | $56,712 | 12/31/2023 | Johnson Financial Group Inc. | 566,688 | $53,314 | 12/31/2023 | MBB | 566,688 | $53,314 | 12/31/2023 | STA Wealth Management LLC | 563,843 | $53,046 | 12/31/2023 | MBB | 563,843 | $53,046 | 12/31/2023 | Connectus Wealth LLC | 548,677 | $51,657 | 12/31/2023 | MBB | 548,677 | $51,657 | 12/31/2023 | Mirae Asset Global Investments Co. Ltd. | 539,622 | $50,790 | 12/31/2023 | MBB | 539,622 | $50,790 | 12/31/2023 | Haverford Trust Co. | 537,935 | $50,609 | 12/31/2023 | MBB | 537,935 | $50,609 | 12/31/2023 | Rockland Trust Co. | 519,594 | $48,021 | 03/31/2024 | MBB | 519,594 | $48,021 | 03/31/2024 | Raymond James & Associates | 513,448 | $47,453 | 03/31/2024 | MBB | 513,448 | $47,453 | 03/31/2024 | Franklin Resources Inc. | 503,504 | $47,370 | 12/31/2023 | MBB | 503,504 | $47,370 | 12/31/2023 | Korea Investment CORP | 500,000 | $47,040 | 12/31/2023 | MBB | 500,000 | $47,040 | 12/31/2023 | Global Assets Advisory LLC | 503,126 | $46,499 | 03/31/2024 | MBB | 503,126 | $46,499 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 497,232 | $45,954 | 03/31/2024 | MBB | 497,232 | $45,954 | 03/31/2024 | Mitsubishi UFJ Kokusai Asset Management Co. Ltd. | 476,000 | $44,577 | 12/31/2023 | MBB | 476,000 | $44,577 | 12/31/2023 | Willis Johnson & Associates Inc. | 464,178 | $42,899 | 03/31/2024 | MBB | 464,178 | $42,899 | 03/31/2024 | Fisher Asset Management LLC | 444,210 | $41,791 | 12/31/2023 | MBB | 444,210 | $41,791 | 12/31/2023 | CI Private Wealth LLC | 425,506 | $40,032 | 12/31/2023 | MBB | 425,506 | $40,032 | 12/31/2023 | SkyView Investment Advisors LLC | 420,841 | $39,707 | 12/31/2023 | MBB | 420,841 | $39,707 | 12/31/2023 | CIBC Asset Management Inc | 415,107 | $39,053 | 12/31/2023 | MBB | 415,107 | $39,053 | 12/31/2023 | Allianz Asset Management GmbH | 409,489 | $38,525 | 12/31/2023 | MBB | 409,489 | $38,525 | 12/31/2023 | Capital Investment Advisors LLC | 413,916 | $38,254 | 03/31/2024 | MBB | 413,916 | $38,254 | 03/31/2024 | Cetera Advisor Networks LLC | 402,615 | $37,878 | 12/31/2023 | MBB | 402,615 | $37,878 | 12/31/2023 | Conning Inc. | 387,672 | $36,472 | 12/31/2023 | MBB | 387,672 | $36,472 | 12/31/2023 | The PNC Financial Services Group Inc. | 386,404 | $36,353 | 12/31/2023 | MBB | 386,404 | $36,353 | 12/31/2023 | Assetmark Inc. | 383,214 | $36,053 | 12/31/2023 | MBB | 383,214 | $36,053 | 12/31/2023 | Cetera Advisors LLC | 374,585 | $35,241 | 12/31/2023 | MBB | 374,585 | $35,241 | 12/31/2023 | Mill Creek Capital Advisors LLC | 360,725 | $33,937 | 12/31/2023 | MBB | 360,725 | $33,937 | 12/31/2023 | Capital Advisors Inc. OK | 357,304 | $33,615 | 12/31/2023 | MBB | 357,304 | $33,615 | 12/31/2023 | Manning & Napier Group LLC | 356,061 | $32,907 | 03/31/2024 | MBB | 356,061 | $32,907 | 03/31/2024 | Sumitomo Mitsui Financial Group Inc. | 347,371 | $32,681 | 12/31/2023 | MBB | 347,371 | $32,681 | 12/31/2023 | Financial Gravity Asset Management Inc. | 346,045 | $32,556 | 12/31/2023 | MBB | 346,045 | $32,556 | 12/31/2023 | Zurich Insurance Group Ltd FI | 338,060 | $31,795 | 12/31/2023 | MBB | 338,060 | $31,795 | 12/31/2023 | Creative Planning | 333,228 | $31,350 | 12/31/2023 | MBB | 333,228 | $31,350 | 12/31/2023 | Mitsubishi UFJ Trust & Banking Corp | 322,592 | $30,349 | 12/31/2023 | MBB | 322,592 | $30,349 | 12/31/2023 | Thrivent Financial for Lutherans | 318,849 | $29,997 | 12/31/2023 | MBB | 318,849 | $29,997 | 12/31/2023 | JB Capital LLC | 316,586 | $29,784 | 12/31/2023 | MBB | 316,586 | $29,784 | 12/31/2023 | Atria Wealth Solutions Inc. | 312,629 | $29,412 | 12/31/2023 | MBB | 312,629 | $29,412 | 12/31/2023 | Wealthsource Partners LLC | 309,641 | $29,131 | 12/31/2023 | MBB | 309,641 | $29,131 | 12/31/2023 | Point72 Asset Management L.P. | | $28,337 | 12/31/2023 | Call | 301,200 | $28,337 | 12/31/2023 | ST Germain D J Co. Inc. | 289,551 | $26,760 | 03/31/2024 | MBB | 289,551 | $26,760 | 03/31/2024 | Allspring Global Investments Holdings LLC | 288,623 | $26,675 | 03/31/2024 | MBB | 288,623 | $26,675 | 03/31/2024 | AE Wealth Management LLC | 286,693 | $26,579 | 12/31/2023 | MBB | 286,693 | $26,579 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 270,137 | $24,966 | 03/31/2024 | MBB | 270,137 | $24,966 | 03/31/2024 | Horizon Investments LLC | 259,060 | $24,295 | 12/31/2023 | MBB | 259,060 | $24,295 | 12/31/2023 | Foundations Investment Advisors LLC | 255,358 | $23,991 | 12/31/2023 | MBB | 255,358 | $23,991 | 12/31/2023 | Millennium Management LLC | 243,748 | $22,932 | 12/31/2023 | MBB | 243,748 | $22,932 | 12/31/2023 | Rockefeller Capital Management L.P. | 240,346 | $22,612 | 12/31/2023 | MBB | 240,346 | $22,612 | 12/31/2023 | Galvin Gaustad & Stein LLC | 237,949 | $21,991 | 03/31/2024 | MBB | 237,949 | $21,991 | 03/31/2024 | Parnassus Investments CA | 232,752 | $21,897 | 12/31/2023 | MBB | 232,752 | $21,897 | 12/31/2023 | Arvest Investments Inc. | 236,152 | $21,825 | 03/31/2024 | MBB | 236,152 | $21,825 | 03/31/2024 | West Coast Financial LLC | 235,767 | $21,790 | 03/31/2024 | MBB | 235,767 | $21,790 | 03/31/2024 | Change Path LLC | 230,987 | $21,731 | 12/31/2023 | MBB | 230,987 | $21,731 | 12/31/2023 | Proequities Inc. | 230,447 | $21,680 | 12/31/2023 | MBB | 230,447 | $21,680 | 12/31/2023 | Tortoise Investment Management LLC | 229,761 | $21,616 | 12/31/2023 | MBB | 229,761 | $21,616 | 12/31/2023 | Bangor Savings Bank | 233,120 | $21,545 | 03/31/2024 | MBB | 233,120 | $21,545 | 03/31/2024 | Acorns Advisers LLC | 228,051 | $21,455 | 12/31/2023 | MBB | 228,051 | $21,455 | 12/31/2023 | Sage Advisory Services Ltd.Co. | 225,297 | $21,196 | 12/31/2023 | MBB | 225,297 | $21,196 | 12/31/2023 | GWM Advisors LLC | 224,677 | $21,028 | 12/31/2023 | MBB | 224,677 | $21,028 | 12/31/2023 | Clearwater Capital Advisors LLC | 222,679 | $20,950 | 12/31/2023 | MBB | 222,679 | $20,950 | 12/31/2023 | Horst & Graben Wealth Management LLC | 226,237 | $20,909 | 03/31/2024 | MBB | 226,237 | $20,909 | 03/31/2024 | Rational Advisors LLC | 225,492 | $20,840 | 03/31/2024 | MBB | 225,492 | $20,840 | 03/31/2024 | UBS Asset Management Americas Inc. | 219,598 | $20,660 | 12/31/2023 | MBB | 219,598 | $20,660 | 12/31/2023 | Integrated Wealth Concepts LLC | 218,370 | $20,544 | 12/31/2023 | MBB | 218,370 | $20,544 | 12/31/2023 | Cresset Asset Management LLC | 217,754 | $20,486 | 12/31/2023 | MBB | 217,754 | $20,486 | 12/31/2023 | PointState Capital LP | 213,436 | $20,080 | 12/31/2023 | MBB | 213,436 | $20,080 | 12/31/2023 | Brookstone Capital Management | 215,417 | $19,909 | 03/31/2024 | MBB | 215,417 | $19,909 | 03/31/2024 | RKL Wealth Management LLC | 210,350 | $19,790 | 12/31/2023 | MBB | 210,350 | $19,790 | 12/31/2023 | FDx Advisors Inc. | 208,417 | $19,608 | 12/31/2023 | MBB | 208,417 | $19,608 | 12/31/2023 | Pathstone Holdings LLC | 206,117 | $19,392 | 12/31/2023 | MBB | 206,117 | $19,392 | 12/31/2023 | Keybank National Association OH | 205,516 | $19,335 | 12/31/2023 | MBB | 205,516 | $19,335 | 12/31/2023 | Eagle Ridge Investment Management | 198,442 | $18,340 | 03/31/2024 | MBB | 198,442 | $18,340 | 03/31/2024 | Parkside Investments LLC | 198,325 | $18,329 | 03/31/2024 | MBB | 198,325 | $18,329 | 03/31/2024 | Confluence Investment Management LLC | 197,700 | $18,271 | 03/31/2024 | MBB | 197,700 | $18,271 | 03/31/2024 | Atria Investments LLC | 193,018 | $18,159 | 12/31/2023 | MBB | 193,018 | $18,159 | 12/31/2023 | Prudential Financial Inc. | 192,903 | $18,148 | 12/31/2023 | MBB | 192,903 | $18,148 | 12/31/2023 | Advocacy Wealth Management Services LLC | 194,484 | $17,974 | 03/31/2024 | MBB | 194,484 | $17,974 | 03/31/2024 | Vestmark Advisory Solutions Inc. | 180,541 | $16,985 | 12/31/2023 | MBB | 180,541 | $16,985 | 12/31/2023 | Kingsview Wealth Management LLC | 178,337 | $16,778 | 12/31/2023 | MBB | 178,337 | $16,778 | 12/31/2023 | Susquehanna International Group LLP | | $16,534 | 12/31/2023 | Call | 181,800 | $17,104 | 12/31/2023 | Put | 61,600 | $5,795 | 12/31/2023 | MBB | 55,540 | $5,225 | 12/31/2023 | Modera Wealth Management LLC | 171,479 | $16,133 | 12/31/2023 | MBB | 171,479 | $16,133 | 12/31/2023 | Meridian Wealth Partners LLC | 169,095 | $15,908 | 12/31/2023 | MBB | 169,095 | $15,908 | 12/31/2023 | High Falls Advisors Inc | 165,690 | $15,588 | 12/31/2023 | MBB | 165,690 | $15,588 | 12/31/2023 | Sharkey Howes & Javer | 167,834 | $15,511 | 03/31/2024 | MBB | 167,834 | $15,511 | 03/31/2024 | Mariner LLC | 161,878 | $15,229 | 12/31/2023 | MBB | 161,878 | $15,229 | 12/31/2023 | NewSquare Capital LLC | 161,153 | $15,161 | 12/31/2023 | MBB | 161,153 | $15,161 | 12/31/2023 | Stephens Inc. AR | 160,506 | $15,100 | 12/31/2023 | MBB | 160,506 | $15,100 | 12/31/2023 | TCW Group Inc. | 157,492 | $14,817 | 12/31/2023 | MBB | 157,492 | $14,817 | 12/31/2023 | Natixis Advisors L.P. | 157,300 | $14,799 | 12/31/2023 | MBB | 157,300 | $14,799 | 12/31/2023 | Loomis Sayles & Co. L P | 156,911 | $14,762 | 12/31/2023 | MBB | 156,911 | $14,762 | 12/31/2023 | Prime Capital Investment Advisors LLC | 156,394 | $14,714 | 12/31/2023 | MBB | 156,394 | $14,714 | 12/31/2023 | Private Advisor Group LLC | 156,285 | $14,703 | 12/31/2023 | MBB | 156,285 | $14,703 | 12/31/2023 | Kestra Advisory Services LLC | 155,040 | $14,586 | 12/31/2023 | MBB | 155,040 | $14,586 | 12/31/2023 | Park Avenue Institutional Advisers LLC | 152,000 | $14,300 | 12/31/2023 | MBB | 152,000 | $14,300 | 12/31/2023 | Banque Cantonale Vaudoise | 153,400 | $14,177 | 03/31/2024 | MBB | 153,400 | $14,177 | 03/31/2024 | Nottingham Advisors Inc. | 150,348 | $14,145 | 12/31/2023 | MBB | 150,348 | $14,145 | 12/31/2023 | First Trust Advisors LP | 147,844 | $13,909 | 12/31/2023 | MBB | 147,844 | $13,909 | 12/31/2023 | Perigon Wealth Management LLC | 144,659 | $13,610 | 12/31/2023 | MBB | 144,659 | $13,610 | 12/31/2023 | LWS Wealth Advisors Inc. | 143,001 | $13,454 | 12/31/2023 | MBB | 143,001 | $13,454 | 12/31/2023 | Retirement Capital Strategies | 142,190 | $13,377 | 12/31/2023 | MBB | 142,190 | $13,377 | 12/31/2023 | Boltwood Capital Management | 142,025 | $13,126 | 03/31/2024 | MBB | 142,025 | $13,126 | 03/31/2024 | Motley Fool Wealth Management LLC | 138,538 | $13,029 | 12/31/2023 | MBB | 138,538 | $13,029 | 12/31/2023 | Austin Private Wealth LLC | 142,127 | $13,009 | 03/31/2024 | MBB | 142,127 | $13,009 | 03/31/2024 | Icon Wealth Advisors LLC | 137,050 | $12,894 | 12/31/2023 | MBB | 137,050 | $12,894 | 12/31/2023 | Leuthold Group LLC | 135,433 | $12,742 | 12/31/2023 | MBB | 135,433 | $12,742 | 12/31/2023 | Global Retirement Partners LLC | 135,986 | $12,568 | 03/31/2024 | MBB | 135,986 | $12,568 | 03/31/2024 | McKinley Carter Wealth Services Inc. | 132,605 | $12,475 | 12/31/2023 | MBB | 132,605 | $12,475 | 12/31/2023 | Lineweaver Wealth Advisors LLC | 132,110 | $12,431 | 12/31/2023 | MBB | 132,110 | $12,431 | 12/31/2023 | Chiron Investment Management LLC | 131,599 | $12,381 | 12/31/2023 | MBB | 131,599 | $12,381 | 12/31/2023 | Guggenheim Capital LLC | 130,718 | $12,298 | 12/31/2023 | MBB | 130,718 | $12,298 | 12/31/2023 | Betterment LLC | 130,216 | $12,251 | 12/31/2023 | MBB | 130,216 | $12,251 | 12/31/2023 | Lazard Asset Management LLC | 130,157 | $12,244 | 12/31/2023 | MBB | 130,157 | $12,244 | 12/31/2023 | Lutz Financial Services LLC | 129,422 | $12,176 | 12/31/2023 | MBB | 129,422 | $12,176 | 12/31/2023 | Tandem Wealth Advisors LLC | 128,115 | $12,053 | 12/31/2023 | MBB | 128,115 | $12,053 | 12/31/2023 | Huntington National Bank | 128,008 | $12,043 | 12/31/2023 | MBB | 128,008 | $12,043 | 12/31/2023 | Steel Peak Wealth Management LLC | 130,020 | $12,016 | 03/31/2024 | MBB | 130,020 | $12,016 | 03/31/2024 | Hilltop Holdings Inc. | 125,744 | $11,830 | 12/31/2023 | MBB | 125,744 | $11,830 | 12/31/2023 | Lincoln Capital Corp | 126,438 | $11,685 | 03/31/2024 | MBB | 126,438 | $11,685 | 03/31/2024 | BCJ Capital Management LLC | 123,910 | $11,657 | 12/31/2023 | MBB | 123,910 | $11,657 | 12/31/2023 | Benchmark Investment Advisors LLC | 123,910 | $11,657 | 12/31/2023 | MBB | 123,910 | $11,657 | 12/31/2023 | Goelzer Investment Management Inc. | 118,670 | $11,164 | 12/31/2023 | MBB | 118,670 | $11,164 | 12/31/2023 | Shelter Mutual Insurance Co | 116,520 | $10,962 | 12/31/2023 | MBB | 116,520 | $10,962 | 12/31/2023 | CI Investments Inc. | 116,207 | $10,933 | 12/31/2023 | MBB | 116,207 | $10,933 | 12/31/2023 | Avantax Advisory Services Inc. | 114,365 | $10,760 | 12/31/2023 | MBB | 114,365 | $10,760 | 12/31/2023 | Cary Street Partners Investment Advisory LLC | 111,471 | $10,487 | 12/31/2023 | MBB | 111,471 | $10,487 | 12/31/2023 | Beacon Bridge Wealth Partners LLC | 110,554 | $10,401 | 12/31/2023 | MBB | 110,554 | $10,401 | 12/31/2023 | Townsquare Capital LLC | 108,031 | $10,164 | 12/31/2023 | MBB | 108,031 | $10,164 | 12/31/2023 | Geneos Wealth Management Inc. | 107,923 | $10,153 | 12/31/2023 | MBB | 107,923 | $10,153 | 12/31/2023 | Altfest L J & Co. Inc. | 109,056 | $10,079 | 03/31/2024 | MBB | 109,056 | $10,079 | 03/31/2024 | Snider Financial Group | 105,723 | $9,946 | 12/31/2023 | MBB | 105,723 | $9,946 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 107,486 | $9,934 | 03/31/2024 | MBB | 107,486 | $9,934 | 03/31/2024 | Invst LLC | 106,516 | $9,875 | 12/31/2023 | MBB | 106,516 | $9,875 | 12/31/2023 | Security Financial Services INC. | 105,015 | $9,705 | 03/31/2024 | MBB | 105,015 | $9,705 | 03/31/2024 | Orion Portfolio Solutions LLC | 100,510 | $9,388 | 12/31/2023 | MBB | 100,510 | $9,388 | 12/31/2023 | Wooster Corthell Wealth Management Inc. | 98,738 | $9,289 | 12/31/2023 | MBB | 98,738 | $9,289 | 12/31/2023 | Vise Technologies Inc. | 96,354 | $9,065 | 12/31/2023 | MBB | 96,354 | $9,065 | 12/31/2023 | Community Trust & Investment Co. | 96,207 | $9,051 | 12/31/2023 | MBB | 96,207 | $9,051 | 12/31/2023 | One Wealth Advisors LLC | 97,607 | $9,021 | 03/31/2024 | MBB | 97,607 | $9,021 | 03/31/2024 | Blankinship & Foster LLC | 95,557 | $8,990 | 12/31/2023 | MBB | 95,557 | $8,990 | 12/31/2023 | Financial Advocates Investment Management | 95,437 | $8,980 | 12/31/2023 | MBB | 95,437 | $8,980 | 12/31/2023 | Checchi Capital Advisers LLC | 94,847 | $8,923 | 12/31/2023 | MBB | 94,847 | $8,923 | 12/31/2023 | HighTower Advisors LLC | 94,874 | $8,920 | 12/31/2023 | MBB | 94,874 | $8,920 | 12/31/2023 | Charles Schwab Investment Management Inc. | 93,743 | $8,819 | 12/31/2023 | MBB | 93,743 | $8,819 | 12/31/2023 | Bartlett & Co. LLC | 92,986 | $8,759 | 12/31/2023 | MBB | 92,986 | $8,759 | 12/31/2023 | Bartlett & CO. Wealth Management LLC | 92,986 | $8,758 | 12/31/2023 | MBB | 92,986 | $8,758 | 12/31/2023 | Theory Financial LLC | 90,276 | $8,493 | 12/31/2023 | MBB | 90,276 | $8,493 | 12/31/2023 | TSA Wealth Managment LLC | 89,975 | $8,465 | 12/31/2023 | MBB | 89,975 | $8,465 | 12/31/2023 | Cim LLC | 92,487 | $8,446 | 12/31/2023 | MBB | 92,487 | $8,446 | 12/31/2023 | Farther Finance Advisors LLC | 87,816 | $8,262 | 12/31/2023 | MBB | 87,816 | $8,262 | 12/31/2023 | HTLF Bank | 84,515 | $7,951 | 12/31/2023 | MBB | 84,515 | $7,951 | 12/31/2023 | Cabot Wealth Management Inc. | 84,109 | $7,913 | 12/31/2023 | MBB | 84,109 | $7,913 | 12/31/2023 | TNF LLC | 84,528 | $7,879 | 12/31/2023 | MBB | 84,528 | $7,879 | 12/31/2023 | Stratos Wealth Advisors LLC | 85,230 | $7,877 | 03/31/2024 | MBB | 85,230 | $7,877 | 03/31/2024 | Leavell Investment Management Inc. | 84,944 | $7,851 | 03/31/2024 | MBB | 84,944 | $7,851 | 03/31/2024 | Meiji Yasuda Asset Management Co Ltd. | 83,449 | $7,851 | 12/31/2023 | MBB | 83,449 | $7,851 | 12/31/2023 | Merit Financial Group LLC | 83,264 | $7,834 | 12/31/2023 | MBB | 83,264 | $7,834 | 12/31/2023 | Stone House Investment Management LLC | 83,147 | $7,823 | 12/31/2023 | MBB | 83,147 | $7,823 | 12/31/2023 | Farmers & Merchants Investments Inc. | 84,244 | $7,786 | 03/31/2024 | MBB | 84,244 | $7,786 | 03/31/2024 | PAX Financial Group LLC | 84,322 | $7,778 | 12/31/2023 | MBB | 84,322 | $7,778 | 12/31/2023 | West Family Investments Inc. | 80,697 | $7,626 | 12/31/2023 | MBB | 80,697 | $7,626 | 12/31/2023 | Simplify Asset Management Inc. | 80,600 | $7,583 | 12/31/2023 | MBB | 80,600 | $7,583 | 12/31/2023 | CIBC Private Wealth Group LLC | 79,568 | $7,486 | 12/31/2023 | MBB | 79,568 | $7,486 | 12/31/2023 | Madison Asset Management LLC | 78,240 | $7,361 | 12/31/2023 | MBB | 78,240 | $7,361 | 12/31/2023 | Cornerstone Management Inc. | 78,183 | $7,355 | 12/31/2023 | MBB | 78,183 | $7,355 | 12/31/2023 | Westover Capital Advisors LLC | 77,668 | $7,307 | 12/31/2023 | MBB | 77,668 | $7,307 | 12/31/2023 | Mather Group LLC. | 77,169 | $7,260 | 03/31/2024 | MBB | 77,169 | $7,260 | 03/31/2024 | Rehmann Capital Advisory Group | 75,704 | $7,122 | 12/31/2023 | MBB | 75,704 | $7,122 | 12/31/2023 | Liberty Wealth Management LLC | 74,842 | $7,039 | 12/31/2023 | MBB | 74,842 | $7,039 | 12/31/2023 | Edge Wealth Management LLC | 75,626 | $6,989 | 03/31/2024 | MBB | 75,626 | $6,989 | 03/31/2024 | M&T Bank Corp | 73,820 | $6,945 | 12/31/2023 | MBB | 73,820 | $6,945 | 12/31/2023 | Spectrum Investment Advisors Inc. | 73,771 | $6,940 | 12/31/2023 | MBB | 73,771 | $6,940 | 12/31/2023 | Voya Financial Advisors Inc. | 73,092 | $6,884 | 12/31/2023 | MBB | 73,092 | $6,884 | 12/31/2023 | Summit X LLC | 72,794 | $6,860 | 12/31/2023 | MBB | 72,794 | $6,860 | 12/31/2023 | ORG Partners LLC | 72,267 | $6,800 | 12/31/2023 | MBB | 72,267 | $6,800 | 12/31/2023 | Pacific Sage Partners LLC | 72,806 | $6,729 | 03/31/2024 | MBB | 72,806 | $6,729 | 03/31/2024 | Optas LLC | 71,046 | $6,566 | 03/31/2024 | MBB | 71,046 | $6,566 | 03/31/2024 | Principal Securities Inc. | 69,717 | $6,559 | 12/31/2023 | MBB | 69,717 | $6,559 | 12/31/2023 | Parkside Advisors LLC | 70,943 | $6,557 | 03/31/2024 | MBB | 70,943 | $6,557 | 03/31/2024 | National Asset Management Inc. | 69,470 | $6,536 | 12/31/2023 | MBB | 69,470 | $6,536 | 12/31/2023 | LVW Advisors LLC | 70,195 | $6,487 | 03/31/2024 | MBB | 70,195 | $6,487 | 03/31/2024 | Kelman Lazarov Inc. | 67,041 | $6,307 | 12/31/2023 | MBB | 67,041 | $6,307 | 12/31/2023 | Captrust Financial Advisors | 65,120 | $6,127 | 12/31/2023 | MBB | 65,120 | $6,127 | 12/31/2023 | Bay Harbor Wealth Management LLC | 65,916 | $6,092 | 03/31/2024 | MBB | 65,916 | $6,092 | 03/31/2024 | Simplex Trading LLC | 64,585 | $6,076 | 12/31/2023 | MBB | 64,585 | $6,076 | 12/31/2023 | Invesco Ltd. | 64,272 | $6,047 | 12/31/2023 | MBB | 64,272 | $6,047 | 12/31/2023 | Boyd Watterson Asset Management LLC OH | 63,640 | $5,987 | 12/31/2023 | MBB | 63,640 | $5,987 | 12/31/2023 | Lifeworks Advisors LLC | 63,435 | $5,968 | 12/31/2023 | MBB | 63,435 | $5,968 | 12/31/2023 | WBH Advisory Inc. | 64,226 | $5,936 | 03/31/2024 | MBB | 64,226 | $5,936 | 03/31/2024 | Baird Financial Group Inc. | 62,057 | $5,838 | 12/31/2023 | MBB | 62,057 | $5,838 | 12/31/2023 | Pinnacle Wealth Management Group Inc. | 62,499 | $5,776 | 03/31/2024 | MBB | 62,499 | $5,776 | 03/31/2024 | Cobblestone Asset Management LLC | 62,366 | $5,764 | 03/31/2024 | MBB | 62,366 | $5,764 | 03/31/2024 | Keystone Financial Services | 60,793 | $5,719 | 12/31/2023 | MBB | 60,793 | $5,719 | 12/31/2023 | Dohj LLC | 61,669 | $5,699 | 03/31/2024 | MBB | 61,669 | $5,699 | 03/31/2024 | RSM US Wealth Management LLC | 59,810 | $5,627 | 12/31/2023 | MBB | 59,810 | $5,627 | 12/31/2023 | GYL Financial Synergies LLC | 59,636 | $5,611 | 12/31/2023 | MBB | 59,636 | $5,611 | 12/31/2023 | Forefront Analytics LLC | 58,379 | $5,492 | 12/31/2023 | MBB | 58,379 | $5,492 | 12/31/2023 | Spire Wealth Management | 59,233 | $5,474 | 03/31/2024 | MBB | 59,233 | $5,474 | 03/31/2024 | Shared Vision Wealth Group LLC | 57,956 | $5,452 | 12/31/2023 | MBB | 57,956 | $5,452 | 12/31/2023 | Endurance Services Ltd | 57,544 | $5,414 | 12/31/2023 | MBB | 57,544 | $5,414 | 12/31/2023 | Congress Wealth Management LLC DE | 58,385 | $5,396 | 03/31/2024 | MBB | 58,385 | $5,396 | 03/31/2024 | AAFMAA Wealth Management & Trust LLC | 57,087 | $5,371 | 12/31/2023 | MBB | 57,087 | $5,371 | 12/31/2023 | BNP Paribas Arbitrage SA | 56,979 | $5,361 | 12/31/2023 | MBB | 56,979 | $5,361 | 12/31/2023 | Allstate Corp | 56,155 | $5,283 | 12/31/2023 | MBB | 56,155 | $5,283 | 12/31/2023 | Legacy Financial Group LLC | 56,691 | $5,239 | 03/31/2024 | MBB | 56,691 | $5,239 | 03/31/2024 | Spectrum Wealth Counsel LLC | 55,670 | $5,237 | 12/31/2023 | MBB | 55,670 | $5,237 | 12/31/2023 | SigFig Wealth Management LLC | 55,424 | $5,214 | 12/31/2023 | MBB | 55,424 | $5,214 | 12/31/2023 | Equitable Holdings Inc. | 54,642 | $5,141 | 12/31/2023 | MBB | 54,642 | $5,141 | 12/31/2023 | Scarborough Advisors LLC | 53,650 | $5,047 | 12/31/2023 | MBB | 53,650 | $5,047 | 12/31/2023 | Cerity Partners LLC | 53,069 | $4,993 | 12/31/2023 | MBB | 53,069 | $4,993 | 12/31/2023 | NewEdge Wealth LLC | 52,525 | $4,942 | 12/31/2023 | MBB | 52,525 | $4,942 | 12/31/2023 | Stansberry Asset Management LLC | 52,473 | $4,937 | 12/31/2023 | MBB | 52,473 | $4,937 | 12/31/2023 | JNB Advisors LLC | 51,620 | $4,856 | 12/31/2023 | MBB | 51,620 | $4,856 | 12/31/2023 | Mount Yale Investment Advisors LLC | 51,480 | $4,843 | 12/31/2023 | MBB | 51,480 | $4,843 | 12/31/2023 | West Wealth Group LLC | 51,378 | $4,834 | 12/31/2023 | MBB | 51,378 | $4,834 | 12/31/2023 | Fort Point Capital Partners LLC | 50,871 | $4,786 | 12/31/2023 | MBB | 50,871 | $4,786 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 50,247 | $4,727 | 12/31/2023 | MBB | 50,247 | $4,727 | 12/31/2023 | Swmg LLC | 49,465 | $4,654 | 12/31/2023 | MBB | 49,465 | $4,654 | 12/31/2023 | Bernardo Wealth Planning LLC | 49,212 | $4,630 | 12/31/2023 | MBB | 49,212 | $4,630 | 12/31/2023 | Essential Planning LLC. | 49,060 | $4,616 | 12/31/2023 | MBB | 49,060 | $4,616 | 12/31/2023 | Cliftonlarsonallen Wealth Advisors LLC | 48,985 | $4,609 | 12/31/2023 | MBB | 48,985 | $4,609 | 12/31/2023 | Comerica Bank | 48,669 | $4,579 | 12/31/2023 | MBB | 48,669 | $4,579 | 12/31/2023 | Nuveen Asset Management LLC | 47,898 | $4,506 | 12/31/2023 | MBB | 47,898 | $4,506 | 12/31/2023 | Manhattan West Asset Management LLC | 47,727 | $4,490 | 12/31/2023 | MBB | 47,727 | $4,490 | 12/31/2023 | Hudson Capital Management LLC | 48,290 | $4,463 | 03/31/2024 | MBB | 48,290 | $4,463 | 03/31/2024 | Lindenwold Advisors | 47,131 | $4,434 | 12/31/2023 | MBB | 47,131 | $4,434 | 12/31/2023 | Buttonwood Financial Group LLC | 47,496 | $4,390 | 03/31/2024 | MBB | 47,496 | $4,390 | 03/31/2024 | Cypress Wealth Services LLC | 47,443 | $4,385 | 03/31/2024 | MBB | 47,443 | $4,385 | 03/31/2024 | Steward Partners Investment Advisory LLC | 46,157 | $4,342 | 12/31/2023 | MBB | 46,157 | $4,342 | 12/31/2023 | Wealth Alliance | 45,737 | $4,303 | 12/31/2023 | MBB | 45,737 | $4,303 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 45,269 | $4,259 | 12/31/2023 | MBB | 45,269 | $4,259 | 12/31/2023 | Regal Investment Advisors LLC | 45,094 | $4,242 | 12/31/2023 | MBB | 45,094 | $4,242 | 12/31/2023 | Focus Financial Network Inc. ADV | 44,759 | $4,211 | 12/31/2023 | MBB | 44,759 | $4,211 | 12/31/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 44,443 | $4,181 | 12/31/2023 | MBB | 44,443 | $4,181 | 12/31/2023 | First American Trust FSB | 44,133 | $4,152 | 12/31/2023 | MBB | 44,133 | $4,152 | 12/31/2023 | Advisory Services Network LLC | 43,962 | $4,136 | 12/31/2023 | MBB | 43,962 | $4,136 | 12/31/2023 | Bessemer Group Inc. | 43,254 | $4,069 | 12/31/2023 | MBB | 43,254 | $4,069 | 12/31/2023 | Provence Wealth Management Group | 42,542 | $4,002 | 12/31/2023 | MBB | 42,542 | $4,002 | 12/31/2023 | Advisors Preferred LLC | 42,381 | $3,964 | 12/31/2023 | MBB | 42,381 | $3,964 | 12/31/2023 | Park Place Capital Corp | 42,849 | $3,960 | 03/31/2024 | MBB | 42,849 | $3,960 | 03/31/2024 | Pettinga Financial Advisors LLC | 42,757 | $3,952 | 03/31/2024 | MBB | 42,757 | $3,952 | 03/31/2024 | Simplicity Wealth LLC | 42,671 | $3,944 | 03/31/2024 | MBB | 42,671 | $3,944 | 03/31/2024 | Journey Strategic Wealth LLC | 41,927 | $3,944 | 12/31/2023 | MBB | 41,927 | $3,944 | 12/31/2023 | Northwest Capital Management Inc | 41,668 | $3,851 | 03/31/2024 | MBB | 41,668 | $3,851 | 03/31/2024 | James Investment Research Inc. | 40,147 | $3,777 | 12/31/2023 | MBB | 40,147 | $3,777 | 12/31/2023 | Ascent Group LLC | 40,903 | $3,770 | 12/31/2023 | MBB | 40,903 | $3,770 | 12/31/2023 | RFG Advisory LLC | 40,730 | $3,764 | 03/31/2024 | MBB | 40,730 | $3,764 | 03/31/2024 | Financial Advisory Group | 39,667 | $3,732 | 12/31/2023 | MBB | 39,667 | $3,732 | 12/31/2023 | Columbus Macro LLC | 39,765 | $3,675 | 03/31/2024 | MBB | 39,765 | $3,675 | 03/31/2024 | Centurion Wealth Management LLC | 38,950 | $3,664 | 12/31/2023 | MBB | 38,950 | $3,664 | 12/31/2023 | Sachetta LLC | 37,808 | $3,557 | 12/31/2023 | MBB | 37,808 | $3,557 | 12/31/2023 | Quattro Financial Advisors LLC | 37,683 | $3,483 | 03/31/2024 | MBB | 37,683 | $3,483 | 03/31/2024 | Lincoln National Corp | 36,998 | $3,481 | 12/31/2023 | MBB | 36,998 | $3,481 | 12/31/2023 | Apollon Wealth Management LLC | 36,683 | $3,451 | 12/31/2023 | MBB | 36,683 | $3,451 | 12/31/2023 | Focus Financial Network Inc. | 38,441 | $3,449 | 03/31/2024 | MBB | 38,441 | $3,449 | 03/31/2024 | Sheets Smith Wealth Management | 36,478 | $3,432 | 12/31/2023 | MBB | 36,478 | $3,432 | 12/31/2023 | Hart & Patterson Financial Group LLC | 36,986 | $3,418 | 03/31/2024 | MBB | 36,986 | $3,418 | 03/31/2024 | Insight Wealth Strategies LLC | 36,891 | $3,409 | 03/31/2024 | MBB | 36,891 | $3,409 | 03/31/2024 | True Vision MN LLC | 36,237 | $3,409 | 12/31/2023 | MBB | 36,237 | $3,409 | 12/31/2023 | Apeiron RIA LLC | 36,752 | $3,397 | 03/31/2024 | MBB | 36,752 | $3,397 | 03/31/2024 | Proffitt & Goodson Inc. | 36,747 | $3,396 | 03/31/2024 | MBB | 36,747 | $3,396 | 03/31/2024 | WealthShield Partners LLC | 36,087 | $3,395 | 12/31/2023 | MBB | 36,087 | $3,395 | 12/31/2023 | Integrated Advisors Network LLC | 35,880 | $3,376 | 12/31/2023 | MBB | 35,880 | $3,376 | 12/31/2023 | Mutual Advisors LLC | 35,065 | $3,299 | 12/31/2023 | MBB | 35,065 | $3,299 | 12/31/2023 | Impact Partnership Wealth LLC | 35,020 | $3,295 | 12/31/2023 | MBB | 35,020 | $3,295 | 12/31/2023 | ShoreHaven Wealth Partners LLC | 33,574 | $3,159 | 12/31/2023 | MBB | 33,574 | $3,159 | 12/31/2023 | IFG Advisory LLC | 33,479 | $3,150 | 12/31/2023 | MBB | 33,479 | $3,150 | 12/31/2023 | Oarsman Capital Inc. | 33,424 | $3,145 | 12/31/2023 | MBB | 33,424 | $3,145 | 12/31/2023 | Dfpg Investments LLC | 33,571 | $3,144 | 12/31/2023 | MBB | 33,571 | $3,144 | 12/31/2023 | Israel Discount Bank of New York | 33,241 | $3,127 | 12/31/2023 | MBB | 33,241 | $3,127 | 12/31/2023 | Jaffetilchin Investment Partners LLC | 32,727 | $3,079 | 12/31/2023 | MBB | 32,727 | $3,079 | 12/31/2023 | Ehrlich Financial Group | 33,113 | $3,060 | 03/31/2024 | MBB | 33,113 | $3,060 | 03/31/2024 | Horizon Family Wealth Inc. | 31,800 | $2,992 | 12/31/2023 | MBB | 31,800 | $2,992 | 12/31/2023 | Private Trust Co. NA | 32,084 | $2,965 | 03/31/2024 | MBB | 32,084 | $2,965 | 03/31/2024 | Boothbay Fund Management LLC | 30,954 | $2,912 | 12/31/2023 | MBB | 30,954 | $2,912 | 12/31/2023 | Harbour Investments Inc. | 30,657 | $2,884 | 12/31/2023 | MBB | 30,657 | $2,884 | 12/31/2023 | Cobblestone Capital Advisors LLC NY | 30,513 | $2,871 | 12/31/2023 | MBB | 30,513 | $2,871 | 12/31/2023 | Semmax Financial Advisors Inc. | 31,463 | $2,869 | 12/31/2023 | MBB | 31,463 | $2,869 | 12/31/2023 | Kickstand Ventures LLC. | 30,253 | $2,846 | 12/31/2023 | MBB | 30,253 | $2,846 | 12/31/2023 | Brown Advisory Inc. | 30,780 | $2,845 | 03/31/2024 | MBB | 30,780 | $2,845 | 03/31/2024 | Evergreen Capital Management LLC | 30,035 | $2,826 | 12/31/2023 | MBB | 30,035 | $2,826 | 12/31/2023 | Tradition Wealth Management LLC | 29,808 | $2,804 | 12/31/2023 | MBB | 29,808 | $2,804 | 12/31/2023 | Foster & Motley Inc. | 30,187 | $2,790 | 03/31/2024 | MBB | 30,187 | $2,790 | 03/31/2024 | Renasant Bank | 29,631 | $2,788 | 12/31/2023 | MBB | 29,631 | $2,788 | 12/31/2023 | My Legacy Advisors LLC | 29,523 | $2,771 | 12/31/2023 | MBB | 29,523 | $2,771 | 12/31/2023 | Clearview Wealth Advisors LLC | 29,322 | $2,710 | 03/31/2024 | MBB | 29,322 | $2,710 | 03/31/2024 | Snowden Capital Advisors LLC | 28,681 | $2,698 | 12/31/2023 | MBB | 28,681 | $2,698 | 12/31/2023 | IFP Advisors Inc | 28,639 | $2,695 | 12/31/2023 | MBB | 28,639 | $2,695 | 12/31/2023 | Client 1ST Advisory Group LLC | 28,587 | $2,689 | 12/31/2023 | MBB | 28,587 | $2,689 | 12/31/2023 | Kestra Private Wealth Services LLC | 28,379 | $2,670 | 12/31/2023 | MBB | 28,379 | $2,670 | 12/31/2023 | WCG Wealth Advisors LLC | 28,246 | $2,657 | 12/31/2023 | MBB | 28,246 | $2,657 | 12/31/2023 | Chesapeake Capital Corp IL | 28,172 | $2,650 | 12/31/2023 | MBB | 28,172 | $2,650 | 12/31/2023 | Sunesis Advisors LLC | 27,691 | $2,605 | 12/31/2023 | MBB | 27,691 | $2,605 | 12/31/2023 | Beacon Financial Group | 27,590 | $2,596 | 12/31/2023 | MBB | 27,590 | $2,596 | 12/31/2023 | Beverly Hills Private Wealth LLC | 27,528 | $2,590 | 12/31/2023 | MBB | 27,528 | $2,590 | 12/31/2023 | Signal Advisors Wealth LLC | 27,864 | $2,575 | 03/31/2024 | MBB | 27,864 | $2,575 | 03/31/2024 | Csenge Advisory Group | 27,171 | $2,556 | 12/31/2023 | MBB | 27,171 | $2,556 | 12/31/2023 | Family Asset Management LLC | 27,092 | $2,549 | 12/31/2023 | MBB | 27,092 | $2,549 | 12/31/2023 | Morningstar Investment Services LLC | 26,957 | $2,539 | 12/31/2023 | MBB | 26,957 | $2,539 | 12/31/2023 | Stratos Wealth Partners LTD. | 27,153 | $2,510 | 03/31/2024 | MBB | 27,153 | $2,510 | 03/31/2024 | Van Hulzen Asset Management LLC | 26,656 | $2,508 | 12/31/2023 | MBB | 26,656 | $2,508 | 12/31/2023 | Hoxton Planning & Management LLC | 27,004 | $2,496 | 03/31/2024 | MBB | 27,004 | $2,496 | 03/31/2024 | Mayflower Financial Advisors LLC | 26,264 | $2,471 | 12/31/2023 | MBB | 26,264 | $2,471 | 12/31/2023 | Crabel Capital Management LLC | 26,057 | $2,451 | 12/31/2023 | MBB | 26,057 | $2,451 | 12/31/2023 | Concurrent Investment Advisors LLC | 26,030 | $2,449 | 12/31/2023 | MBB | 26,030 | $2,449 | 12/31/2023 | Mosley Wealth Management | 26,434 | $2,443 | 03/31/2024 | MBB | 26,434 | $2,443 | 03/31/2024 | AdvisorNet Financial Inc | 26,348 | $2,435 | 03/31/2024 | MBB | 26,348 | $2,435 | 03/31/2024 | Community Bank N.A. | 25,756 | $2,423 | 12/31/2023 | MBB | 25,756 | $2,423 | 12/31/2023 | Hsbc Holdings PLC | 25,507 | $2,400 | 12/31/2023 | MBB | 25,507 | $2,400 | 12/31/2023 | Maripau Wealth Management LLC | 25,158 | $2,367 | 12/31/2023 | MBB | 25,158 | $2,367 | 12/31/2023 | Atomi Financial Group Inc. | 24,344 | $2,290 | 12/31/2023 | MBB | 24,344 | $2,290 | 12/31/2023 | Citizens & Northern Corp | 24,199 | $2,277 | 12/31/2023 | MBB | 24,199 | $2,277 | 12/31/2023 | Sierra Capital LLC | 24,191 | $2,276 | 12/31/2023 | MBB | 24,191 | $2,276 | 12/31/2023 | Jmac Enterprises LLC | 24,039 | $2,262 | 12/31/2023 | MBB | 24,039 | $2,262 | 12/31/2023 | Copperleaf Capital LLC | 23,911 | $2,250 | 12/31/2023 | MBB | 23,911 | $2,250 | 12/31/2023 | MidWestOne Financial Group Inc. | 23,679 | $2,228 | 12/31/2023 | MBB | 23,679 | $2,228 | 12/31/2023 | Oppenheimer Asset Management Inc. | 23,379 | $2,199 | 12/31/2023 | MBB | 23,379 | $2,199 | 12/31/2023 | TRUE Private Wealth Advisors | 23,338 | $2,196 | 12/31/2023 | MBB | 23,338 | $2,196 | 12/31/2023 | Montecito Bank & Trust | 23,179 | $2,142 | 03/31/2024 | MBB | 23,179 | $2,142 | 03/31/2024 | Sowell Financial Services LLC | 22,730 | $2,138 | 12/31/2023 | MBB | 22,730 | $2,138 | 12/31/2023 | US Financial Advisors LLC | 22,670 | $2,133 | 12/31/2023 | MBB | 22,670 | $2,133 | 12/31/2023 | Western Wealth Management LLC | 22,602 | $2,126 | 12/31/2023 | MBB | 22,602 | $2,126 | 12/31/2023 | Little House Capital LLC | 22,852 | $2,112 | 03/31/2024 | MBB | 22,852 | $2,112 | 03/31/2024 | Propel Bio Management LLC | 22,400 | $2,107 | 12/31/2023 | MBB | 22,400 | $2,107 | 12/31/2023 | Strategic Blueprint LLC | 22,753 | $2,103 | 03/31/2024 | MBB | 22,753 | $2,103 | 03/31/2024 | First Horizon Advisors Inc. | 22,270 | $2,095 | 12/31/2023 | MBB | 22,270 | $2,095 | 12/31/2023 | Brown Wealth Management LLC | 22,204 | $2,089 | 12/31/2023 | MBB | 22,204 | $2,089 | 12/31/2023 | Financial Counselors Inc. | 22,195 | $2,088 | 12/31/2023 | MBB | 22,195 | $2,088 | 12/31/2023 | New Century Financial Group LLC | 22,110 | $2,043 | 03/31/2024 | MBB | 22,110 | $2,043 | 03/31/2024 | Syon Capital LLC | 21,366 | $2,010 | 12/31/2023 | MBB | 21,366 | $2,010 | 12/31/2023 | CSM Advisors LLC | 21,300 | $2,004 | 12/31/2023 | MBB | 21,300 | $2,004 | 12/31/2023 | NSI Retail Advisors LLC | 21,300 | $2,004 | 12/31/2023 | MBB | 21,300 | $2,004 | 12/31/2023 | Riggs Asset Managment Co. Inc. | 21,209 | $1,995 | 12/31/2023 | MBB | 21,209 | $1,995 | 12/31/2023 | Flagship Harbor Advisors LLC | 20,885 | $1,930 | 03/31/2024 | MBB | 20,885 | $1,930 | 03/31/2024 | Delphi Financial Group Inc. | 20,500 | $1,929 | 12/31/2023 | MBB | 20,500 | $1,929 | 12/31/2023 | Lodestar Private Asset Management LLC | 20,380 | $1,917 | 12/31/2023 | MBB | 20,380 | $1,917 | 12/31/2023 | Day & Ennis LLC | 20,045 | $1,886 | 12/31/2023 | MBB | 20,045 | $1,886 | 12/31/2023 | Vantage Financial Partners LLC | 19,554 | $1,840 | 12/31/2023 | MBB | 19,554 | $1,840 | 12/31/2023 | Federated Hermes Inc. | 19,504 | $1,835 | 12/31/2023 | MBB | 19,504 | $1,835 | 12/31/2023 | One Wealth Management Investment & Advisory Services LLC | 19,421 | $1,827 | 12/31/2023 | MBB | 19,421 | $1,827 | 12/31/2023 | Brown Brothers Harriman & Co. | 19,387 | $1,824 | 12/31/2023 | MBB | 19,387 | $1,824 | 12/31/2023 | Coppell Advisory Solutions LLC | 19,187 | $1,805 | 12/31/2023 | MBB | 19,187 | $1,805 | 12/31/2023 | Sequoia Financial Advisors LLC | 19,083 | $1,795 | 12/31/2023 | MBB | 19,083 | $1,795 | 12/31/2023 | DB Fitzpatrick & Co Inc | 19,399 | $1,793 | 03/31/2024 | MBB | 19,399 | $1,793 | 03/31/2024 | Vernal Point Advisors LLC | 19,000 | $1,788 | 12/31/2023 | MBB | 19,000 | $1,788 | 12/31/2023 | GHP Investment Advisors Inc. | 18,975 | $1,785 | 12/31/2023 | MBB | 18,975 | $1,785 | 12/31/2023 | Carr Financial Group Corp | 18,485 | $1,739 | 12/31/2023 | MBB | 18,485 | $1,739 | 12/31/2023 | Creative Financial Designs Inc. ADV | 18,257 | $1,718 | 12/31/2023 | MBB | 18,257 | $1,718 | 12/31/2023 | IHT Wealth Management LLC | 18,255 | $1,717 | 12/31/2023 | MBB | 18,255 | $1,717 | 12/31/2023 | RCS Financial Planning LLC | 18,236 | $1,716 | 12/31/2023 | MBB | 18,236 | $1,716 | 12/31/2023 | Parsons Capital Management Inc. RI | 18,503 | $1,710 | 03/31/2024 | MBB | 18,503 | $1,710 | 03/31/2024 | Firethorn Wealth Partners LLC | 18,111 | $1,674 | 03/31/2024 | MBB | 18,111 | $1,674 | 03/31/2024 | Jacobi Capital Management LLC | 17,699 | $1,665 | 12/31/2023 | MBB | 17,699 | $1,665 | 12/31/2023 | Advisory Research Inc. | 17,518 | $1,648 | 12/31/2023 | MBB | 17,518 | $1,648 | 12/31/2023 | Kepos Capital LP | 17,500 | $1,646 | 12/31/2023 | MBB | 17,500 | $1,646 | 12/31/2023 | Annandale Capital LLC | 17,238 | $1,622 | 12/31/2023 | MBB | 17,238 | $1,622 | 12/31/2023 | Peninsula Wealth LLC | 17,096 | $1,608 | 12/31/2023 | MBB | 17,096 | $1,608 | 12/31/2023 | Lowe Brockenbrough & Co. Inc. | 17,032 | $1,602 | 12/31/2023 | MBB | 17,032 | $1,602 | 12/31/2023 | Mackenzie Financial Corp | 16,907 | $1,591 | 12/31/2023 | MBB | 16,907 | $1,591 | 12/31/2023 | Girard Partners LTD. | 16,775 | $1,578 | 12/31/2023 | MBB | 16,775 | $1,578 | 12/31/2023 | DMG Group LLC | 17,034 | $1,574 | 03/31/2024 | MBB | 17,034 | $1,574 | 03/31/2024 | Gateway Wealth Partners LLC | 16,645 | $1,566 | 12/31/2023 | MBB | 16,645 | $1,566 | 12/31/2023 | Strategy Asset Managers LLC | 16,490 | $1,551 | 12/31/2023 | MBB | 16,490 | $1,551 | 12/31/2023 | WealthPLAN Partners LLC | 16,347 | $1,538 | 12/31/2023 | MBB | 16,347 | $1,538 | 12/31/2023 | Robertson Stephens Wealth Management LLC | 16,110 | $1,516 | 12/31/2023 | MBB | 16,110 | $1,516 | 12/31/2023 | Nomura Asset Management Co. Ltd. | 15,900 | $1,496 | 12/31/2023 | MBB | 15,900 | $1,496 | 12/31/2023 | Pensionmark Financial Group LLC | 15,865 | $1,493 | 12/31/2023 | MBB | 15,865 | $1,493 | 12/31/2023 | Dorsey & Whitney Trust CO LLC | 15,440 | $1,453 | 12/31/2023 | MBB | 15,440 | $1,453 | 12/31/2023 | Baystate Wealth Management LLC | 15,206 | $1,431 | 12/31/2023 | MBB | 15,206 | $1,431 | 12/31/2023 | Cynosure Management LLC | 15,182 | $1,428 | 12/31/2023 | MBB | 15,182 | $1,428 | 12/31/2023 | Parallel Advisors LLC | 15,152 | $1,426 | 12/31/2023 | MBB | 15,152 | $1,426 | 12/31/2023 | Quadrant Private Wealth Management LLC | 15,088 | $1,419 | 12/31/2023 | MBB | 15,088 | $1,419 | 12/31/2023 | Maia Wealth LLC | 15,069 | $1,418 | 12/31/2023 | MBB | 15,069 | $1,418 | 12/31/2023 | Buckingham Strategic Partners | 15,060 | $1,417 | 12/31/2023 | MBB | 15,060 | $1,417 | 12/31/2023 | Hexagon Capital Partners LLC | 15,266 | $1,411 | 03/31/2024 | MBB | 15,266 | $1,411 | 03/31/2024 | Patriot Financial Group Insurance Agency LLC | 14,994 | $1,411 | 12/31/2023 | MBB | 14,994 | $1,411 | 12/31/2023 | Bailard Inc. | 14,655 | $1,379 | 12/31/2023 | MBB | 14,655 | $1,379 | 12/31/2023 | RHS Financial LLC | 14,722 | $1,361 | 03/31/2024 | MBB | 14,722 | $1,361 | 03/31/2024 | Venturi Wealth Management LLC | 14,710 | $1,359 | 03/31/2024 | MBB | 14,710 | $1,359 | 03/31/2024 | Lane & Associates LLC | 14,575 | $1,347 | 03/31/2024 | MBB | 14,575 | $1,347 | 03/31/2024 | Squarepoint Ops LLC | 14,300 | $1,345 | 12/31/2023 | MBB | 14,300 | $1,345 | 12/31/2023 | Curi Capital | 14,289 | $1,344 | 12/31/2023 | MBB | 14,289 | $1,344 | 12/31/2023 | Prospera Financial Services Inc | 14,278 | $1,343 | 12/31/2023 | MBB | 14,278 | $1,343 | 12/31/2023 | Actinver Wealth Management Inc. | 14,188 | $1,335 | 12/31/2023 | MBB | 14,188 | $1,335 | 12/31/2023 | Dark Forest Capital Management LP | 14,137 | $1,330 | 12/31/2023 | MBB | 14,137 | $1,330 | 12/31/2023 | GeoWealth Management LLC | 14,086 | $1,326 | 12/31/2023 | MBB | 14,086 | $1,326 | 12/31/2023 | OneAscent Wealth Management LLC | 14,314 | $1,323 | 03/31/2024 | MBB | 14,314 | $1,323 | 03/31/2024 | Tranquilli Financial Advisor LLC | 14,010 | $1,318 | 12/31/2023 | MBB | 14,010 | $1,318 | 12/31/2023 | Transcend Wealth Collective LLC | 13,979 | $1,315 | 12/31/2023 | MBB | 13,979 | $1,315 | 12/31/2023 | Verus Capital Partners LLC | 13,980 | $1,315 | 12/31/2023 | MBB | 13,980 | $1,315 | 12/31/2023 | Regimen Wealth LLC | 14,155 | $1,314 | 12/31/2023 | MBB | 14,155 | $1,314 | 12/31/2023 | Redwood Investment Management LLC | 13,924 | $1,310 | 12/31/2023 | MBB | 13,924 | $1,310 | 12/31/2023 | Arete Wealth Advisors LLC | 13,566 | $1,276 | 12/31/2023 | MBB | 13,566 | $1,276 | 12/31/2023 | J. W. Coons Advisors LLC | 13,404 | $1,261 | 12/31/2023 | MBB | 13,404 | $1,261 | 12/31/2023 | Fifth Third Securities Inc. | 13,634 | $1,260 | 03/31/2024 | MBB | 13,634 | $1,260 | 03/31/2024 | Oppenheimer & Co. Inc. | 13,395 | $1,260 | 12/31/2023 | MBB | 13,395 | $1,260 | 12/31/2023 | Twin Peaks Wealth Advisors LLC | 13,158 | $1,216 | 03/31/2024 | MBB | 13,158 | $1,216 | 03/31/2024 | Jones Financial Companies Lllp | 12,925 | $1,216 | 12/31/2023 | MBB | 12,925 | $1,216 | 12/31/2023 | NorthRock Partners LLC | 12,705 | $1,215 | 12/31/2023 | MBB | 12,705 | $1,215 | 12/31/2023 | Synovus Financial Corp | 12,837 | $1,208 | 12/31/2023 | MBB | 12,837 | $1,208 | 12/31/2023 | Wedbush Securities Inc. | 12,744 | $1,199 | 12/31/2023 | MBB | 12,744 | $1,199 | 12/31/2023 | RMB Capital Management LLC | 12,311 | $1,158 | 12/31/2023 | MBB | 12,311 | $1,158 | 12/31/2023 | Sutton Place Investors LLC | 12,484 | $1,154 | 03/31/2024 | MBB | 12,484 | $1,154 | 03/31/2024 | Bogart Wealth LLC | 12,254 | $1,153 | 12/31/2023 | MBB | 12,254 | $1,153 | 12/31/2023 | D.A. Davidson & CO. | 12,242 | $1,152 | 12/31/2023 | MBB | 12,242 | $1,152 | 12/31/2023 | Americana Partners LLC | 11,789 | $1,109 | 12/31/2023 | MBB | 11,789 | $1,109 | 12/31/2023 | Stelac Advisory Services LLC | 11,715 | $1,102 | 12/31/2023 | MBB | 11,715 | $1,102 | 12/31/2023 | SRS Capital Advisors Inc. | 11,604 | $1,092 | 12/31/2023 | MBB | 11,604 | $1,092 | 12/31/2023 | BCU Wealth Advisors LLC | 11,502 | $1,082 | 12/31/2023 | MBB | 11,502 | $1,082 | 12/31/2023 | Concorde Asset Management LLC | 11,522 | $1,080 | 12/31/2023 | MBB | 11,522 | $1,080 | 12/31/2023 | Axxcess Wealth Management LLC | 11,429 | $1,075 | 12/31/2023 | MBB | 11,429 | $1,075 | 12/31/2023 | EverSource Wealth Advisors LLC | 11,407 | $1,073 | 12/31/2023 | MBB | 11,407 | $1,073 | 12/31/2023 | GFG Capital LLC | 11,273 | $1,061 | 12/31/2023 | MBB | 11,273 | $1,061 | 12/31/2023 | Macroview Investment Management LLC | 11,210 | $1,055 | 12/31/2023 | MBB | 11,210 | $1,055 | 12/31/2023 | ICA Group Wealth Management LLC | 10,996 | $1,035 | 12/31/2023 | MBB | 10,996 | $1,035 | 12/31/2023 | Bush Investment Group LLC | 11,141 | $1,033 | 12/31/2023 | MBB | 11,141 | $1,033 | 12/31/2023 | Golden State Equity Partners | 10,796 | $1,016 | 12/31/2023 | MBB | 10,796 | $1,016 | 12/31/2023 | NBT Bank N A NY | 10,807 | $999 | 03/31/2024 | MBB | 10,807 | $999 | 03/31/2024 | Eqis Capital Management Inc. | 10,447 | $983 | 12/31/2023 | MBB | 10,447 | $983 | 12/31/2023 | Avaii Wealth Management LLC | 10,429 | $981 | 12/31/2023 | MBB | 10,429 | $981 | 12/31/2023 | Moors & Cabot Inc. | 10,245 | $964 | 12/31/2023 | MBB | 10,245 | $964 | 12/31/2023 | Clear Creek Financial Management LLC | 10,122 | $952 | 12/31/2023 | MBB | 10,122 | $952 | 12/31/2023 | Ancora Advisors LLC | 10,103 | $951 | 12/31/2023 | MBB | 10,103 | $951 | 12/31/2023 | Dynamic Advisor Solutions LLC | 10,227 | $945 | 03/31/2024 | MBB | 10,227 | $945 | 03/31/2024 | Spectrum Planning & Advisory Services Inc. | 10,049 | $945 | 12/31/2023 | MBB | 10,049 | $945 | 12/31/2023 | Trilogy Capital Inc. | 10,019 | $926 | 03/31/2024 | MBB | 10,019 | $926 | 03/31/2024 | FC Advisory LLC | 9,895 | $915 | 03/31/2024 | MBB | 9,895 | $915 | 03/31/2024 | Maxwell Wealth Strategies Inc. | 9,725 | $915 | 12/31/2023 | MBB | 9,725 | $915 | 12/31/2023 | Gladstone Institutional Advisory LLC | 9,706 | $913 | 12/31/2023 | MBB | 9,706 | $913 | 12/31/2023 | CAP Partners LLC | 9,785 | $904 | 03/31/2024 | MBB | 9,785 | $904 | 03/31/2024 | Capital Analysts LLC | 9,505 | $894 | 12/31/2023 | MBB | 9,505 | $894 | 12/31/2023 | Wealthcare Advisory Partners LLC | 9,606 | $888 | 03/31/2024 | MBB | 9,606 | $888 | 03/31/2024 | Pacific Financial Group Inc. | 9,105 | $857 | 12/31/2023 | MBB | 9,105 | $857 | 12/31/2023 | Range Financial Group LLC | 9,206 | $851 | 03/31/2024 | MBB | 9,206 | $851 | 03/31/2024 | Braun Bostich & Associates Inc. | 9,027 | $849 | 12/31/2023 | MBB | 9,027 | $849 | 12/31/2023 | Acropolis Investment Management LLC | 9,083 | $839 | 03/31/2024 | MBB | 9,083 | $839 | 03/31/2024 | UMB Bank N A MO | 8,882 | $836 | 12/31/2023 | MBB | 8,882 | $836 | 12/31/2023 | Cahill Financial Advisors Inc. | 8,787 | $827 | 12/31/2023 | MBB | 8,787 | $827 | 12/31/2023 | Moneda S.A. Administradora General de Fondos | 8,730 | $821 | 12/31/2023 | MBB | 8,730 | $821 | 12/31/2023 | Hanlon Investment Management Inc. | 8,709 | $819 | 12/31/2023 | MBB | 8,709 | $819 | 12/31/2023 | First Heartland Consultants Inc. | 8,681 | $817 | 12/31/2023 | MBB | 8,681 | $817 | 12/31/2023 | Toroso Investments LLC | 8,667 | $815 | 12/31/2023 | MBB | 8,667 | $815 | 12/31/2023 | Monticello Wealth Management LLC | 8,798 | $813 | 03/31/2024 | MBB | 8,798 | $813 | 03/31/2024 | Advisor Resource Council | 8,582 | $807 | 03/31/2024 | MBB | 8,582 | $807 | 03/31/2024 | Chartwell Investment Partners LLC | 8,550 | $804 | 12/31/2023 | MBB | 8,550 | $804 | 12/31/2023 | Iams Wealth Management LLC | 8,725 | $800 | 03/31/2024 | MBB | 8,725 | $800 | 03/31/2024 | Claro Advisors LLC | 8,644 | $799 | 03/31/2024 | MBB | 8,644 | $799 | 03/31/2024 | Cypress Capital LLC | 8,482 | $798 | 12/31/2023 | MBB | 8,482 | $798 | 12/31/2023 | LexAurum Advisors LLC | 8,559 | $791 | 03/31/2024 | MBB | 8,559 | $791 | 03/31/2024 | Diversified LLC | 8,411 | $791 | 12/31/2023 | MBB | 8,411 | $791 | 12/31/2023 | Market Street Wealth Management Advisors LLC | 8,522 | $788 | 03/31/2024 | MBB | 8,522 | $788 | 03/31/2024 | Cooper Financial Group | 8,445 | $781 | 03/31/2024 | MBB | 8,445 | $781 | 03/31/2024 | Vertex Planning Partners LLC | 8,229 | $774 | 12/31/2023 | MBB | 8,229 | $774 | 12/31/2023 | Keebeck Wealth Management LLC | 8,219 | $773 | 12/31/2023 | MBB | 8,219 | $773 | 12/31/2023 | Signet Financial Management LLC | 8,342 | $771 | 03/31/2024 | MBB | 8,342 | $771 | 03/31/2024 | Tempus Wealth Planning LLC | 8,338 | $771 | 03/31/2024 | MBB | 8,338 | $771 | 03/31/2024 | Pallas Capital Advisors LLC | 8,288 | $766 | 03/31/2024 | MBB | 8,288 | $766 | 03/31/2024 | Smartleaf Asset Management LLC | 8,103 | $763 | 12/31/2023 | MBB | 8,103 | $763 | 12/31/2023 | Barings LLC | 8,100 | $762 | 12/31/2023 | MBB | 8,100 | $762 | 12/31/2023 | Raymond James Trust N.A. | 8,149 | $753 | 03/31/2024 | MBB | 8,149 | $753 | 03/31/2024 | Lion Street Advisors LLC | 7,838 | $737 | 03/31/2024 | MBB | 7,838 | $737 | 03/31/2024 | SWS Partners | 7,823 | $736 | 12/31/2023 | MBB | 7,823 | $736 | 12/31/2023 | BOKF NA | 7,705 | $725 | 12/31/2023 | MBB | 7,705 | $725 | 12/31/2023 | ADE LLC | 7,799 | $721 | 03/31/2024 | MBB | 7,799 | $721 | 03/31/2024 | International Assets Investment Management LLC | 7,849 | $719 | 03/31/2024 | MBB | 7,849 | $719 | 03/31/2024 | Financial Engines Advisors L.L.C. | 7,524 | $708 | 12/31/2023 | MBB | 7,524 | $708 | 12/31/2023 | Vontobel Holding Ltd. | 7,400 | $696 | 12/31/2023 | MBB | 7,400 | $696 | 12/31/2023 | Coldstream Capital Management Inc. | 7,257 | $683 | 12/31/2023 | MBB | 7,257 | $683 | 12/31/2023 | Legacy Capital Group California Inc. | 7,233 | $680 | 12/31/2023 | MBB | 7,233 | $680 | 12/31/2023 | Fiduciary Trust Co. | 7,194 | $677 | 12/31/2023 | MBB | 7,194 | $677 | 12/31/2023 | First Citizens Bank & Trust Co. | 7,316 | $676 | 03/31/2024 | MBB | 7,316 | $676 | 03/31/2024 | Bigelow Investment Advisors LLC | 7,169 | $674 | 12/31/2023 | MBB | 7,169 | $674 | 12/31/2023 | BOS Asset Management LLC | 7,055 | $664 | 12/31/2023 | MBB | 7,055 | $664 | 12/31/2023 | Angeles Investment Advisors LLC | 7,000 | $659 | 12/31/2023 | MBB | 7,000 | $659 | 12/31/2023 | Sovereign Financial Group Inc. | 7,123 | $658 | 03/31/2024 | MBB | 7,123 | $658 | 03/31/2024 | Cyndeo Wealth Partners LLC | 7,120 | $658 | 03/31/2024 | MBB | 7,120 | $658 | 03/31/2024 | Western Financial Corp CA | 7,102 | $656 | 03/31/2024 | MBB | 7,102 | $656 | 03/31/2024 | Perennial Investment Advisors LLC | 6,942 | $653 | 12/31/2023 | MBB | 6,942 | $653 | 12/31/2023 | Exencial Wealth Advisors LLC | 6,908 | $650 | 12/31/2023 | MBB | 6,908 | $650 | 12/31/2023 | FineMark National Bank & Trust | 6,829 | $642 | 12/31/2023 | MBB | 6,829 | $642 | 12/31/2023 | Ausdal Financial Partners Inc. | 6,936 | $641 | 03/31/2024 | MBB | 6,936 | $641 | 03/31/2024 | Dana Investment Advisors Inc. | 6,767 | $637 | 12/31/2023 | MBB | 6,767 | $637 | 12/31/2023 | RDA Financial Network | 6,844 | $633 | 03/31/2024 | MBB | 6,844 | $633 | 03/31/2024 | Advisory Alpha LLC | 6,730 | $633 | 12/31/2023 | MBB | 6,730 | $633 | 12/31/2023 | Resurgent Financial Advisors LLC | 6,688 | $629 | 12/31/2023 | MBB | 6,688 | $629 | 12/31/2023 | J.W. Cole Advisors Inc. | 6,680 | $628 | 12/31/2023 | MBB | 6,680 | $628 | 12/31/2023 | Aspire Private Capital LLC | 6,770 | $626 | 03/31/2024 | MBB | 6,770 | $626 | 03/31/2024 | Absolute Capital Management LLC | 6,587 | $620 | 12/31/2023 | MBB | 6,587 | $620 | 12/31/2023 | Westwood Holdings Group Inc. | 6,520 | $613 | 12/31/2023 | MBB | 6,520 | $613 | 12/31/2023 | Pinnacle Family Advisors LLC | 6,459 | $608 | 12/31/2023 | MBB | 6,459 | $608 | 12/31/2023 | 180 Wealth Advisors LLC | 6,445 | $596 | 03/31/2024 | MBB | 6,445 | $596 | 03/31/2024 | First National Corp MA ADV | 6,309 | $594 | 03/31/2024 | MBB | 6,309 | $594 | 03/31/2024 | Evolution Wealth Advisors LLC | 6,401 | $592 | 03/31/2024 | MBB | 6,401 | $592 | 03/31/2024 | Nwam LLC | 6,284 | $591 | 12/31/2023 | MBB | 6,284 | $591 | 12/31/2023 | Adams Wealth Management | 6,273 | $590 | 12/31/2023 | MBB | 6,273 | $590 | 12/31/2023 | Financial Enhancement Group LLC | 6,464 | $585 | 03/31/2024 | MBB | 6,464 | $585 | 03/31/2024 | Principal Financial Group Inc. | 6,219 | $585 | 12/31/2023 | MBB | 6,219 | $585 | 12/31/2023 | Meridian Wealth Management LLC | 6,135 | $577 | 12/31/2023 | MBB | 6,135 | $577 | 12/31/2023 | Courier Capital LLC | 6,195 | $573 | 03/31/2024 | MBB | 6,195 | $573 | 03/31/2024 | Great Valley Advisor Group Inc. | 6,055 | $570 | 12/31/2023 | MBB | 6,055 | $570 | 12/31/2023 | VCI Wealth Management LLC | 6,030 | $567 | 12/31/2023 | MBB | 6,030 | $567 | 12/31/2023 | Florin Court Capital LLP | 6,000 | $564 | 12/31/2023 | MBB | 6,000 | $564 | 12/31/2023 | TrueWealth Advisors LLC | 5,972 | $552 | 03/31/2024 | MBB | 5,972 | $552 | 03/31/2024 | MKT Advisors LLC | 6,112 | $551 | 03/31/2024 | MBB | 6,112 | $551 | 03/31/2024 | Friedenthal Financial | 5,818 | $547 | 12/31/2023 | MBB | 5,818 | $547 | 12/31/2023 | JT Stratford LLC | 5,778 | $544 | 12/31/2023 | MBB | 5,778 | $544 | 12/31/2023 | Cahaba Wealth Management Inc. | 5,865 | $542 | 03/31/2024 | MBB | 5,865 | $542 | 03/31/2024 | W.H. Cornerstone Investments Inc. | 5,701 | $536 | 12/31/2023 | MBB | 5,701 | $536 | 12/31/2023 | Pinnacle Bank | 5,776 | $534 | 03/31/2024 | MBB | 5,776 | $534 | 03/31/2024 | Summit Financial LLC | 5,739 | $530 | 03/31/2024 | MBB | 5,739 | $530 | 03/31/2024 | Verdence Capital Advisors LLC | 5,631 | $530 | 12/31/2023 | MBB | 5,631 | $530 | 12/31/2023 | Main Street Financial Solutions LLC | 5,682 | $525 | 03/31/2024 | MBB | 5,682 | $525 | 03/31/2024 | Encompass More Asset Management | 5,565 | $524 | 12/31/2023 | MBB | 5,565 | $524 | 12/31/2023 | MA Private Wealth | 5,522 | $520 | 12/31/2023 | MBB | 5,522 | $520 | 12/31/2023 | EP Wealth Advisors LLC | 5,509 | $518 | 12/31/2023 | MBB | 5,509 | $518 | 12/31/2023 | Tritonpoint Wealth LLC | 5,501 | $518 | 12/31/2023 | MBB | 5,501 | $518 | 12/31/2023 | Tudor Investment Corp Et Al | 5,438 | $512 | 12/31/2023 | MBB | 5,438 | $512 | 12/31/2023 | Magnus Financial Group LLC | 5,429 | $511 | 12/31/2023 | MBB | 5,429 | $511 | 12/31/2023 | Wolverine Trading LLC | | $507 | 12/31/2023 | Call | 13,600 | $1,279 | 12/31/2023 | Put | 13,000 | $1,223 | 12/31/2023 | MBB | 4,798 | $451 | 12/31/2023 | Keel Point LLC | 5,473 | $506 | 03/31/2024 | MBB | 5,473 | $506 | 03/31/2024 | Baker Tilly Financial LLC | 5,362 | $504 | 12/31/2023 | MBB | 5,362 | $504 | 12/31/2023 | Haverford Financial Services Inc. | 5,307 | $499 | 12/31/2023 | MBB | 5,307 | $499 | 12/31/2023 | Trinity Wealth Management LLC | 5,380 | $497 | 03/31/2024 | MBB | 5,380 | $497 | 03/31/2024 | Narus Financial Partners LLC | 5,377 | $497 | 03/31/2024 | MBB | 5,377 | $497 | 03/31/2024 | TAP Consulting LLC | 5,341 | $494 | 03/31/2024 | MBB | 5,341 | $494 | 03/31/2024 | Oliver Lagore Vanvalin Investment Group | 5,245 | $493 | 12/31/2023 | MBB | 5,245 | $493 | 12/31/2023 | Cornerstone Planning Group LLC | 5,216 | $491 | 12/31/2023 | MBB | 5,216 | $491 | 12/31/2023 | Level Four Advisory Services LLC | 5,206 | $490 | 12/31/2023 | MBB | 5,206 | $490 | 12/31/2023 | Venture Visionary Partners LLC | 5,210 | $490 | 12/31/2023 | MBB | 5,210 | $490 | 12/31/2023 | Rockbridge Investment Management LCC | 5,209 | $490 | 12/31/2023 | MBB | 5,209 | $490 | 12/31/2023 | Beacon Financial Advisory LLC | 5,136 | $483 | 12/31/2023 | MBB | 5,136 | $483 | 12/31/2023 | Financial Advisory Service Inc. | 5,072 | $477 | 12/31/2023 | MBB | 5,072 | $477 | 12/31/2023 | Verition Fund Management LLC | 5,000 | $470 | 12/31/2023 | MBB | 5,000 | $470 | 12/31/2023 | AlphaCentric Advisors LLC | 5,000 | $462 | 03/31/2024 | MBB | 5,000 | $462 | 03/31/2024 | Successful Portfolios LLC | 4,987 | $461 | 03/31/2024 | MBB | 4,987 | $461 | 03/31/2024 | Citigroup Inc. | 4,865 | $458 | 12/31/2023 | MBB | 4,865 | $458 | 12/31/2023 | Financial Life Advisors | 4,934 | $456 | 03/31/2024 | MBB | 4,934 | $456 | 03/31/2024 | Silverlake Wealth Management LLC | 4,889 | $452 | 03/31/2024 | MBB | 4,889 | $452 | 03/31/2024 | Choate Investment Advisors | 4,807 | $452 | 12/31/2023 | MBB | 4,807 | $452 | 12/31/2023 | First International Bank & Trust | 4,877 | $451 | 03/31/2024 | MBB | 4,877 | $451 | 03/31/2024 | Founders Financial Securities LLC | 4,873 | $450 | 03/31/2024 | MBB | 4,873 | $450 | 03/31/2024 | Breakwater Capital Group | 4,874 | $450 | 03/31/2024 | MBB | 4,874 | $450 | 03/31/2024 | Chesapeake Wealth Management | 4,784 | $450 | 12/31/2023 | MBB | 4,784 | $450 | 12/31/2023 | Midwest Heritage Bank FSB | 4,857 | $449 | 03/31/2024 | MBB | 4,857 | $449 | 03/31/2024 | OMNI 360 Wealth Inc. | 4,858 | $449 | 03/31/2024 | MBB | 4,858 | $449 | 03/31/2024 | We Are One Seven LLC | 4,696 | $442 | 12/31/2023 | MBB | 4,696 | $442 | 12/31/2023 | Petix & Botte Co | 4,658 | $438 | 12/31/2023 | MBB | 4,658 | $438 | 12/31/2023 | Sigma Planning Corp | 4,629 | $436 | 12/31/2023 | MBB | 4,629 | $436 | 12/31/2023 | Wintrust Investments LLC | 4,622 | $435 | 12/31/2023 | MBB | 4,622 | $435 | 12/31/2023 | Massmutual Trust Co. FSB ADV | 4,685 | $433 | 03/31/2024 | MBB | 4,685 | $433 | 03/31/2024 | Norway Savings Bank | 4,662 | $431 | 03/31/2024 | MBB | 4,662 | $431 | 03/31/2024 | Beirne Wealth Consulting Services LLC | 4,583 | $431 | 12/31/2023 | MBB | 4,583 | $431 | 12/31/2023 | Virtue Capital Management LLC | 4,617 | $430 | 12/31/2023 | MBB | 4,617 | $430 | 12/31/2023 | Semus Wealth Partners LLC | 4,572 | $430 | 12/31/2023 | MBB | 4,572 | $430 | 12/31/2023 | Argent Trust Co | 4,512 | $424 | 12/31/2023 | MBB | 4,512 | $424 | 12/31/2023 | FinTrust Capital Advisors LLC | 4,401 | $414 | 12/31/2023 | MBB | 4,401 | $414 | 12/31/2023 | DB Wealth Management Group LLC | 4,372 | $411 | 12/31/2023 | MBB | 4,372 | $411 | 12/31/2023 | Koshinski Asset Management Inc. | 4,352 | $409 | 12/31/2023 | MBB | 4,352 | $409 | 12/31/2023 | Heritage Wealth Management LLC | 4,348 | $409 | 12/31/2023 | MBB | 4,348 | $409 | 12/31/2023 | Patten Group Inc. | 4,379 | $405 | 03/31/2024 | MBB | 4,379 | $405 | 03/31/2024 | Financial Freedom LLC | 4,380 | $405 | 03/31/2024 | MBB | 4,380 | $405 | 03/31/2024 | Fermata Advisors LLC | 4,370 | $404 | 03/31/2024 | MBB | 4,370 | $404 | 03/31/2024 | Schmidt P J Investment Management Inc. | 4,349 | $403 | 12/31/2023 | MBB | 4,349 | $403 | 12/31/2023 | Wolverine Asset Management LLC | 4,238 | $399 | 12/31/2023 | MBB | 4,238 | $399 | 12/31/2023 | Fidelis Capital Partners LLC | 4,238 | $399 | 12/31/2023 | MBB | 4,238 | $399 | 12/31/2023 | W Advisors LLC | 4,205 | $396 | 12/31/2023 | MBB | 4,205 | $396 | 12/31/2023 | LongView Wealth Management | 4,215 | $390 | 03/31/2024 | MBB | 4,215 | $390 | 03/31/2024 | Victory Financial Group LLC | 4,087 | $385 | 12/31/2023 | MBB | 4,087 | $385 | 12/31/2023 | Arkadios Wealth Advisors | 4,080 | $384 | 12/31/2023 | MBB | 4,080 | $384 | 12/31/2023 | ONE Advisory Partners LLC | 4,129 | $382 | 03/31/2024 | MBB | 4,129 | $382 | 03/31/2024 | Lido Advisors LLC | 4,052 | $381 | 12/31/2023 | MBB | 4,052 | $381 | 12/31/2023 | IVC Wealth Advisors LLC | 4,066 | $376 | 03/31/2024 | MBB | 4,066 | $376 | 03/31/2024 | Elequin Capital LP | 3,978 | $374 | 12/31/2023 | MBB | 3,978 | $374 | 12/31/2023 | PFG Advisors | 3,926 | $369 | 12/31/2023 | MBB | 3,926 | $369 | 12/31/2023 | Quadcap Wealth Management LLC | 3,758 | $354 | 12/31/2023 | MBB | 3,758 | $354 | 12/31/2023 | OLD Mission Capital LLC | 3,749 | $353 | 12/31/2023 | MBB | 3,749 | $353 | 12/31/2023 | MONECO Advisors LLC | 3,741 | $352 | 12/31/2023 | MBB | 3,741 | $352 | 12/31/2023 | Latitude Advisors LLC | 3,708 | $349 | 12/31/2023 | MBB | 3,708 | $349 | 12/31/2023 | Vident Advisory LLC | 3,682 | $346 | 12/31/2023 | MBB | 3,682 | $346 | 12/31/2023 | Kovitz Investment Group Partners LLC | 3,637 | $342 | 12/31/2023 | MBB | 3,637 | $342 | 12/31/2023 | First Citizens Asset Management Inc. | 3,590 | $338 | 12/31/2023 | MBB | 3,590 | $338 | 12/31/2023 | Colonial Trust Co SC | 3,551 | $334 | 12/31/2023 | MBB | 3,551 | $334 | 12/31/2023 | Monetary Management Group Inc. | 3,500 | $329 | 12/31/2023 | MBB | 3,500 | $329 | 12/31/2023 | FSC Wealth Advisors LLC | 3,552 | $328 | 03/31/2024 | MBB | 3,552 | $328 | 03/31/2024 | Connecticut Wealth Management LLC | 3,475 | $327 | 12/31/2023 | MBB | 3,475 | $327 | 12/31/2023 | Windward Private Wealth Management Inc. | 3,472 | $327 | 12/31/2023 | MBB | 3,472 | $327 | 12/31/2023 | Berger Financial Group Inc | 3,463 | $320 | 03/31/2024 | MBB | 3,463 | $320 | 03/31/2024 | Aveo Capital Partners LLC | 3,390 | $319 | 12/31/2023 | MBB | 3,390 | $319 | 12/31/2023 | Sawtooth Solutions LLC | 3,367 | $317 | 12/31/2023 | MBB | 3,367 | $317 | 12/31/2023 | Kingswood Wealth Advisors LLC | 3,414 | $316 | 03/31/2024 | MBB | 3,414 | $316 | 03/31/2024 | Private Portfolio Partners LLC | 3,361 | $316 | 12/31/2023 | MBB | 3,361 | $316 | 12/31/2023 | CoreCap Advisors LLC | 3,353 | $315 | 12/31/2023 | MBB | 3,353 | $315 | 12/31/2023 | Pine Valley Investments Ltd Liability Co | 3,343 | $315 | 12/31/2023 | MBB | 3,343 | $315 | 12/31/2023 | Ifrah Financial Services Inc. | 3,328 | $313 | 12/31/2023 | MBB | 3,328 | $313 | 12/31/2023 | SageView Advisory Group LLC | 3,339 | $312 | 12/31/2023 | MBB | 3,339 | $312 | 12/31/2023 | Cidel Asset Management Inc. | 3,292 | $310 | 12/31/2023 | MBB | 3,292 | $310 | 12/31/2023 | City State Bank | 3,334 | $308 | 03/31/2024 | MBB | 3,334 | $308 | 03/31/2024 | Rede Wealth LLC | 3,251 | $306 | 12/31/2023 | MBB | 3,251 | $306 | 12/31/2023 | Legacy Private Trust Co. | 3,285 | $304 | 03/31/2024 | MBB | 3,285 | $304 | 03/31/2024 | Modern Wealth Management LLC | 3,204 | $301 | 12/31/2023 | MBB | 3,204 | $301 | 12/31/2023 | Independent Advisor Alliance | 3,188 | $300 | 12/31/2023 | MBB | 3,188 | $300 | 12/31/2023 | United Community Bank | 3,190 | $300 | 12/31/2023 | MBB | 3,190 | $300 | 12/31/2023 | Whittier Trust Co. | 3,166 | $298 | 12/31/2023 | MBB | 3,166 | $298 | 12/31/2023 | Continuum Advisory LLC | 3,152 | $297 | 12/31/2023 | MBB | 3,152 | $297 | 12/31/2023 | Strait & Sound Wealth Management LLC | 3,192 | $296 | 12/31/2023 | MBB | 3,192 | $296 | 12/31/2023 | HBW Advisory Services LLC | 3,086 | $290 | 03/31/2024 | MBB | 3,086 | $290 | 03/31/2024 | Richard Bernstein Advisors LLC | 3,084 | $290 | 12/31/2023 | MBB | 3,084 | $290 | 12/31/2023 | Signature Securities Group Corporation | 3,098 | $286 | 03/31/2024 | MBB | 3,098 | $286 | 03/31/2024 | C2C Wealth Management LLC | 3,041 | $286 | 12/31/2023 | MBB | 3,041 | $286 | 12/31/2023 | Core Wealth Partners LLC | 3,012 | $278 | 03/31/2024 | MBB | 3,012 | $278 | 03/31/2024 | DAVENPORT & Co LLC | 2,956 | $278 | 12/31/2023 | MBB | 2,956 | $278 | 12/31/2023 | Commerce Bank | 2,957 | $278 | 12/31/2023 | MBB | 2,957 | $278 | 12/31/2023 | Belpointe Asset Management LLC | 2,955 | $278 | 12/31/2023 | MBB | 2,955 | $278 | 12/31/2023 | Vermillion & White Wealth Management Group LLC | 2,943 | $277 | 12/31/2023 | MBB | 2,943 | $277 | 12/31/2023 | First Hawaiian Bank | 2,985 | $276 | 03/31/2024 | MBB | 2,985 | $276 | 03/31/2024 | Bristlecone Advisors LLC | 2,970 | $274 | 03/31/2024 | MBB | 2,970 | $274 | 03/31/2024 | Cornerstone Wealth Management LLC | 2,928 | $271 | 03/31/2024 | MBB | 2,928 | $271 | 03/31/2024 | Colton Groome Financial Advisors LLC | 2,905 | $268 | 03/31/2024 | MBB | 2,905 | $268 | 03/31/2024 | NBC Securities Inc. | 2,839 | $262 | 03/31/2024 | MBB | 2,839 | $262 | 03/31/2024 | Perella Weinberg Partners Capital Management LP | 2,775 | $261 | 12/31/2023 | MBB | 2,775 | $261 | 12/31/2023 | Delos Wealth Advisors LLC | 2,777 | $261 | 12/31/2023 | MBB | 2,777 | $261 | 12/31/2023 | Scotia Capital Inc. | 2,755 | $259 | 12/31/2023 | MBB | 2,755 | $259 | 12/31/2023 | Family Wealth Group LLC | 2,742 | $258 | 12/31/2023 | MBB | 2,742 | $258 | 12/31/2023 | Eagle Global Advisors LLC | 2,732 | $257 | 12/31/2023 | MBB | 2,732 | $257 | 12/31/2023 | Syntegra Private Wealth Group LLC | 2,734 | $257 | 12/31/2023 | MBB | 2,734 | $257 | 12/31/2023 | Blair William & Co. IL | 2,712 | $255 | 12/31/2023 | MBB | 2,712 | $255 | 12/31/2023 | Waterloo Capital L.P. | 2,698 | $254 | 12/31/2023 | MBB | 2,698 | $254 | 12/31/2023 | Fiduciary Alliance LLC | 2,727 | $250 | 03/31/2024 | MBB | 2,727 | $250 | 03/31/2024 | Ameritas Advisory Services LLC | 2,653 | $249 | 12/31/2023 | MBB | 2,653 | $249 | 12/31/2023 | Rosenberg Matthew Hamilton | 2,703 | $248 | 03/31/2024 | MBB | 2,703 | $248 | 03/31/2024 | American Financial Advisors LLC | 2,639 | $244 | 03/31/2024 | MBB | 2,639 | $244 | 03/31/2024 | Raleigh Capital Management Inc. | 2,598 | $244 | 12/31/2023 | MBB | 2,598 | $244 | 12/31/2023 | Boston Private Wealth LLC | 2,576 | $242 | 12/31/2023 | MBB | 2,576 | $242 | 12/31/2023 | Tidemark LLC | 2,549 | $240 | 12/31/2023 | MBB | 2,549 | $240 | 12/31/2023 | Bulltick Wealth Management LLC | 2,513 | $236 | 12/31/2023 | MBB | 2,513 | $236 | 12/31/2023 | New Republic Capital LLC | 2,511 | $236 | 12/31/2023 | MBB | 2,511 | $236 | 12/31/2023 | Enterprise Bank & Trust Co | 2,485 | $230 | 03/31/2024 | MBB | 2,485 | $230 | 03/31/2024 | Tcwp LLC | 2,411 | $227 | 12/31/2023 | MBB | 2,411 | $227 | 12/31/2023 | Beacon Pointe Advisors LLC | 2,403 | $226 | 12/31/2023 | MBB | 2,403 | $226 | 12/31/2023 | Ironwood Investment Counsel LLC | 2,354 | $221 | 12/31/2023 | MBB | 2,354 | $221 | 12/31/2023 | Camden Capital LLC | 2,348 | $221 | 12/31/2023 | MBB | 2,348 | $221 | 12/31/2023 | Nations Financial Group Inc. IA ADV | 2,375 | $219 | 03/31/2024 | MBB | 2,375 | $219 | 03/31/2024 | Kraft Davis & Associates LLC | 2,369 | $219 | 12/31/2023 | MBB | 2,369 | $219 | 12/31/2023 | Traction Financial Partners LLC | 2,326 | $219 | 12/31/2023 | MBB | 2,326 | $219 | 12/31/2023 | NTV Asset Management LLC | 2,322 | $218 | 12/31/2023 | MBB | 2,322 | $218 | 12/31/2023 | Intellectus Partners LLC | 2,282 | $215 | 12/31/2023 | MBB | 2,282 | $215 | 12/31/2023 | Empower Advisory Group LLC | 2,267 | $213 | 12/31/2023 | MBB | 2,267 | $213 | 12/31/2023 | JPL Wealth Management LLC | 2,263 | $213 | 12/31/2023 | MBB | 2,263 | $213 | 12/31/2023 | Northland Capital Management LLC | 2,282 | $211 | 03/31/2024 | MBB | 2,282 | $211 | 03/31/2024 | Lake Street Financial LLC | 2,285 | $211 | 03/31/2024 | MBB | 2,285 | $211 | 03/31/2024 | Chicago Partners Investment Group LLC | 2,281 | $211 | 12/31/2023 | MBB | 2,281 | $211 | 12/31/2023 | Alesco Advisors LLC | 2,220 | $209 | 12/31/2023 | MBB | 2,220 | $209 | 12/31/2023 | Peoples Bank OH | 2,177 | $205 | 12/31/2023 | MBB | 2,177 | $205 | 12/31/2023 | Regions Financial Corp | 2,203 | $204 | 03/31/2024 | MBB | 2,203 | $204 | 03/31/2024 | River Street Advisors LLC | 2,212 | $204 | 03/31/2024 | MBB | 2,212 | $204 | 03/31/2024 | Collaborative Wealth Managment Inc. | 2,145 | $202 | 12/31/2023 | MBB | 2,145 | $202 | 12/31/2023 | Advisors Capital Management LLC | 2,135 | $201 | 12/31/2023 | MBB | 2,135 | $201 | 12/31/2023 | LGT Financial Advisors LLC | 2,112 | $199 | 12/31/2023 | MBB | 2,112 | $199 | 12/31/2023 | Cape Investment Advisory Inc. | 1,983 | $187 | 12/31/2023 | MBB | 1,983 | $187 | 12/31/2023 | Prestige Wealth Management Group LLC | 1,750 | $165 | 12/31/2023 | MBB | 1,750 | $165 | 12/31/2023 | Harbor Capital Advisors Inc. | 1,730 | $163 | 12/31/2023 | MBB | 1,730 | $163 | 12/31/2023 | Archer Investment Corp | 1,736 | $163 | 12/31/2023 | MBB | 1,736 | $163 | 12/31/2023 | Kayne Anderson Rudnick Investment Management LLC | 1,710 | $161 | 12/31/2023 | MBB | 1,710 | $161 | 12/31/2023 | Concord Wealth Partners | 1,689 | $159 | 12/31/2023 | MBB | 1,689 | $159 | 12/31/2023 | Aspire Wealth Management Corp | 1,687 | $159 | 12/31/2023 | MBB | 1,687 | $159 | 12/31/2023 | Centaurus Financial Inc. | 1,680 | $158 | 12/31/2023 | MBB | 1,680 | $158 | 12/31/2023 | Sound Income Strategies LLC | 1,637 | $151 | 03/31/2024 | MBB | 1,637 | $151 | 03/31/2024 | Richardson Financial Services Inc. | 1,537 | $145 | 12/31/2023 | MBB | 1,537 | $145 | 12/31/2023 | Sanctuary Wealth Management L.L.C. | 1,533 | $144 | 12/31/2023 | MBB | 1,533 | $144 | 12/31/2023 | Abich Financial Wealth Management LLC | 1,475 | $139 | 12/31/2023 | MBB | 1,475 | $139 | 12/31/2023 | Founders Financial Alliance LLC | 1,348 | $127 | 12/31/2023 | MBB | 1,348 | $127 | 12/31/2023 | Sunbelt Securities Inc. | 1,336 | $124 | 03/31/2024 | MBB | 1,336 | $124 | 03/31/2024 | Phillips Financial Management LLC | 1,308 | $121 | 03/31/2024 | MBB | 1,308 | $121 | 03/31/2024 | Criterion Capital Advisors LLC | 1,231 | $114 | 03/31/2024 | MBB | 1,231 | $114 | 03/31/2024 | Bramshill Investments LLC | 1,160 | $109 | 12/31/2023 | MBB | 1,160 | $109 | 12/31/2023 | Fortis Advisors LLC | 1,128 | $106 | 12/31/2023 | MBB | 1,128 | $106 | 12/31/2023 | Hall Laurie J Trustee | 1,100 | $102 | 03/31/2024 | MBB | 1,100 | $102 | 03/31/2024 | Annapolis Financial Services LLC | 1,076 | $99 | 03/31/2024 | MBB | 1,076 | $99 | 03/31/2024 | Compagnie Lombard Odier SCmA | 870 | $82 | 12/31/2023 | MBB | 870 | $82 | 12/31/2023 | Crewe Advisors LLC | 876 | $82 | 12/31/2023 | MBB | 876 | $82 | 12/31/2023 | Coastal Investment Advisors Inc. | 852 | $79 | 03/31/2024 | MBB | 852 | $79 | 03/31/2024 | Benjamin F. Edwards & Company Inc. | 819 | $77 | 12/31/2023 | MBB | 819 | $77 | 12/31/2023 | American National Bank | 826 | $76 | 03/31/2024 | MBB | 826 | $76 | 03/31/2024 | South State CORP. | 771 | $73 | 12/31/2023 | MBB | 771 | $73 | 12/31/2023 | Bank Julius Baer & Co. Ltd Zurich | 750 | $71 | 12/31/2023 | MBB | 750 | $71 | 12/31/2023 | Harbor Investment Advisory LLC | 754 | $70 | 03/31/2024 | MBB | 754 | $70 | 03/31/2024 | Caldwell Sutter Capital Inc. | 707 | $65 | 03/31/2024 | MBB | 707 | $65 | 03/31/2024 | Tsfg LLC | 698 | $65 | 03/31/2024 | MBB | 698 | $65 | 03/31/2024 | Householder Group Estate & Retirement Specialist LLC | 640 | $60 | 12/31/2023 | MBB | 640 | $60 | 12/31/2023 | Winthrop Capital Management LLC | 642 | $60 | 12/31/2023 | MBB | 642 | $60 | 12/31/2023 | National Bank of Canada FI | 601 | $56 | 12/31/2023 | MBB | 601 | $56 | 12/31/2023 | Gradient Investments LLC | 574 | $53 | 03/31/2024 | MBB | 574 | $53 | 03/31/2024 | AllSquare Wealth Management LLC | 500 | $47 | 12/31/2023 | MBB | 500 | $47 | 12/31/2023 | Goodwin Investment Advisory | 466 | $44 | 12/31/2023 | MBB | 466 | $44 | 12/31/2023 | Able Wealth Management LLC | 453 | $43 | 12/31/2023 | MBB | 453 | $43 | 12/31/2023 | CENTRAL TRUST Co | 456 | $42 | 03/31/2024 | MBB | 456 | $42 | 03/31/2024 | APCM Wealth Management for Individuals | 419 | $39 | 03/31/2024 | MBB | 419 | $39 | 03/31/2024 | Thompson Investment Management Inc. | 395 | $37 | 03/31/2024 | MBB | 395 | $37 | 03/31/2024 | Duncker Streett & Co. Inc. | 391 | $36 | 03/31/2024 | MBB | 391 | $36 | 03/31/2024 | Oakworth Capital Inc. | 375 | $35 | 03/31/2024 | MBB | 375 | $35 | 03/31/2024 | Carmichael Hill & Associates Inc. | 366 | $34 | 03/31/2024 | MBB | 366 | $34 | 03/31/2024 | Silicon Valley Capital Partners | 358 | $34 | 12/31/2023 | MBB | 358 | $34 | 12/31/2023 | Versant Capital Management Inc | 351 | $32 | 03/31/2024 | MBB | 351 | $32 | 03/31/2024 | Clearstead Advisors LLC | 339 | $32 | 12/31/2023 | MBB | 339 | $32 | 12/31/2023 | Kozak & Associates Inc. | 334 | $31 | 12/31/2023 | MBB | 334 | $31 | 12/31/2023 | Castleview Partners LLC | 313 | $29 | 12/31/2023 | MBB | 313 | $29 | 12/31/2023 | LFA Lugano Financial Advisors SA | 297 | $28 | 12/31/2023 | MBB | 297 | $28 | 12/31/2023 | Salem Investment Counselors Inc. | 277 | $26 | 03/31/2024 | MBB | 277 | $26 | 03/31/2024 | Financial Management Professionals Inc. | 282 | $26 | 03/31/2024 | MBB | 282 | $26 | 03/31/2024 | Signaturefd LLC | 263 | $25 | 12/31/2023 | MBB | 263 | $25 | 12/31/2023 | MCF Advisors LLC | 261 | $24 | 03/31/2024 | MBB | 261 | $24 | 03/31/2024 | Tucker Asset Management LLC | 258 | $24 | 12/31/2023 | MBB | 258 | $24 | 12/31/2023 | Howe & Rusling Inc. | 215 | $20 | 12/31/2023 | MBB | 215 | $20 | 12/31/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 207 | $20 | 12/31/2023 | MBB | 207 | $20 | 12/31/2023 | TD Waterhouse Canada Inc. | 215 | $20 | 12/31/2023 | MBB | 215 | $20 | 12/31/2023 | Barclays PLC | 200 | $19 | 12/31/2023 | MBB | 200 | $19 | 12/31/2023 | Laurel Wealth Advisors LLC | 200 | $19 | 12/31/2023 | MBB | 200 | $19 | 12/31/2023 | Tyler Stone Wealth Management | 198 | $19 | 12/31/2023 | MBB | 198 | $19 | 12/31/2023 | Colonial Trust Advisors | 189 | $18 | 12/31/2023 | MBB | 189 | $18 | 12/31/2023 | First Pacific Financial | 189 | $17 | 03/31/2024 | MBB | 189 | $17 | 03/31/2024 | Ambassador Advisors LLC | 174 | $16 | 12/31/2023 | MBB | 174 | $16 | 12/31/2023 | Aptus Capital Advisors LLC | 163 | $15 | 12/31/2023 | MBB | 163 | $15 | 12/31/2023 | Qube Research & Technologies Ltd | 159 | $15 | 12/31/2023 | MBB | 159 | $15 | 12/31/2023 | Ameritas Investment Partners Inc. | 150 | $14 | 12/31/2023 | MBB | 150 | $14 | 12/31/2023 | Cambridge Trust Co. | 145 | $14 | 12/31/2023 | MBB | 145 | $14 | 12/31/2023 | Fairfield Bush & CO. | 150 | $14 | 12/31/2023 | MBB | 150 | $14 | 12/31/2023 | TCTC Holdings LLC | 145 | $14 | 12/31/2023 | MBB | 145 | $14 | 12/31/2023 | DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 140 | $13 | 12/31/2023 | MBB | 140 | $13 | 12/31/2023 | Webster Bank N. A. | 134 | $12 | 03/31/2024 | MBB | 134 | $12 | 03/31/2024 | Hobbs Group Advisors LLC | 129 | $12 | 12/31/2023 | MBB | 129 | $12 | 12/31/2023 | Fifth Third Bancorp | 119 | $11 | 03/31/2024 | MBB | 119 | $11 | 03/31/2024 | Retirement Group LLC | 122 | $11 | 12/31/2023 | MBB | 122 | $11 | 12/31/2023 | Pacifica Partners Inc. | 103 | $10 | 03/31/2024 | MBB | 103 | $10 | 03/31/2024 | Parkside Financial Bank & Trust | 104 | $10 | 12/31/2023 | MBB | 104 | $10 | 12/31/2023 | AlphaCore Capital LLC | 103 | $10 | 12/31/2023 | MBB | 103 | $10 | 12/31/2023 | Element Wealth LLC | 109 | $10 | 12/31/2023 | MBB | 109 | $10 | 12/31/2023 | Private Ocean LLC | 92 | $9 | 03/31/2024 | MBB | 92 | $9 | 03/31/2024 | Future Financial Wealth Managment LLC | 102 | $9 | 03/31/2024 | MBB | 102 | $9 | 03/31/2024 | Deutsche Bank AG | 94 | $9 | 12/31/2023 | MBB | 94 | $9 | 12/31/2023 | Plante Moran Financial Advisors LLC | 93 | $9 | 12/31/2023 | MBB | 93 | $9 | 12/31/2023 | FSA Wealth Management LLC | 98 | $9 | 12/31/2023 | MBB | 98 | $9 | 12/31/2023 | Richard W. Paul & Associates LLC | 92 | $9 | 12/31/2023 | MBB | 92 | $9 | 12/31/2023 | Atlantic Edge Private Wealth Management LLC | 91 | $9 | 12/31/2023 | MBB | 91 | $9 | 12/31/2023 | Oxford Financial Group Ltd. | 85 | $8 | 12/31/2023 | MBB | 85 | $8 | 12/31/2023 | WestEnd Advisors LLC | 81 | $8 | 12/31/2023 | MBB | 81 | $8 | 12/31/2023 | Valley National Advisers Inc. | 73 | $7 | 03/31/2024 | MBB | 73 | $7 | 03/31/2024 | Chilton Capital Management LLC | 75 | $7 | 12/31/2023 | MBB | 75 | $7 | 12/31/2023 | MeadowBrook Investment Advisors LLC | 74 | $7 | 12/31/2023 | MBB | 74 | $7 | 12/31/2023 | CVA Family Office LLC | 62 | $6 | 03/31/2024 | MBB | 62 | $6 | 03/31/2024 | Hallmark Capital Management Inc. | 65 | $6 | 12/31/2023 | MBB | 65 | $6 | 12/31/2023 | Lee Financial Co | 64 | $6 | 12/31/2023 | MBB | 64 | $6 | 12/31/2023 | Central Bank & Trust Co. | 51 | $5 | 03/31/2024 | MBB | 51 | $5 | 03/31/2024 | Bfsg LLC | 55 | $5 | 03/31/2024 | MBB | 55 | $5 | 03/31/2024 | Newbridge Financial Services Group Inc. | 55 | $5 | 03/31/2024 | MBB | 55 | $5 | 03/31/2024 | New England Asset Management Inc. | 50 | $5 | 12/31/2023 | MBB | 50 | $5 | 12/31/2023 | Barrett & Company Inc. | 45 | $4 | 03/31/2024 | MBB | 45 | $4 | 03/31/2024 | WASHINGTON TRUST Co | 44 | $4 | 03/31/2024 | MBB | 44 | $4 | 03/31/2024 | Asset Dedication LLC | 47 | $4 | 03/31/2024 | MBB | 47 | $4 | 03/31/2024 | EPG Wealth Management LLC | 41 | $4 | 12/31/2023 | MBB | 41 | $4 | 12/31/2023 | Kathleen S. Wright Associates Inc. | 37 | $3 | 03/31/2024 | MBB | 37 | $3 | 03/31/2024 | WFA Asset Management Corp | 34 | $3 | 03/31/2024 | MBB | 34 | $3 | 03/31/2024 | Wetzel Investment Advisors Inc. | 29 | $3 | 03/31/2024 | MBB | 29 | $3 | 03/31/2024 | Townsend Asset Management Corp NC ADV | 37 | $3 | 12/31/2023 | MBB | 37 | $3 | 12/31/2023 | First Command Advisory Services Inc. | 28 | $3 | 12/31/2023 | MBB | 28 | $3 | 12/31/2023 | Front Row Advisors LLC | 30 | $3 | 12/31/2023 | MBB | 30 | $3 | 12/31/2023 | Larson Financial Group LLC | 31 | $3 | 12/31/2023 | MBB | 31 | $3 | 12/31/2023 | Fortis Group Advisors LLC | 28 | $3 | 12/31/2023 | MBB | 28 | $3 | 12/31/2023 | Live Oak Investment Partners | 33 | $3 | 12/31/2023 | MBB | 33 | $3 | 12/31/2023 | Strategic Investment Solutions Inc. IL | 30 | $3 | 12/31/2023 | MBB | 30 | $3 | 12/31/2023 | PSI Advisors LLC | 19 | $2 | 03/31/2024 | MBB | 19 | $2 | 03/31/2024 | Trivant Custom Portfolio Group LLC | 26 | $2 | 03/31/2024 | MBB | 26 | $2 | 03/31/2024 | North Star Investment Management Corp. | 16 | $2 | 12/31/2023 | MBB | 16 | $2 | 12/31/2023 | Capital Investment Advisory Services LLC | 16 | $2 | 12/31/2023 | MBB | 16 | $2 | 12/31/2023 | Investors Research Corp | 23 | $2 | 12/31/2023 | MBB | 23 | $2 | 12/31/2023 | Caitlin John LLC | 16 | $2 | 12/31/2023 | MBB | 16 | $2 | 12/31/2023 | Creekmur Asset Management LLC | 16 | $2 | 12/31/2023 | MBB | 16 | $2 | 12/31/2023 | JJJ Advisors Inc. | 13 | $1 | 03/31/2024 | MBB | 13 | $1 | 03/31/2024 | Iron Horse Wealth Management LLC | 10 | $1 | 03/31/2024 | MBB | 10 | $1 | 03/31/2024 | Piscataqua Savings Bank | 14 | $1 | 03/31/2024 | MBB | 14 | $1 | 03/31/2024 | Transamerica Financial Advisors Inc. | 1 | $1 | 12/31/2023 | MBB | 1 | $1 | 12/31/2023 | Tower Research Capital LLC TRC | 12 | $1 | 12/31/2023 | MBB | 12 | $1 | 12/31/2023 | Eukles Asset Management | 14 | $1 | 12/31/2023 | MBB | 14 | $1 | 12/31/2023 | Key Financial Inc | 10 | $1 | 12/31/2023 | MBB | 10 | $1 | 12/31/2023 | Naples Money Management LLC | 10 | $1 | 12/31/2023 | MBB | 10 | $1 | 12/31/2023 | Vima LLC | 7 | $1 | 12/31/2023 | MBB | 7 | $1 | 12/31/2023 | Livelsberger Financial Advisory | 9 | $1 | 12/31/2023 | MBB | 9 | $1 | 12/31/2023 | AlphaMark Advisors LLC | 5 | $0 | 03/31/2024 | MBB | 5 | $0 | 03/31/2024 | Cutler Group LP | 1,300 | $0 | 03/31/2024 | Put | 1,300 | $0 | 03/31/2024 | Capital Advisors Ltd. LLC | 5 | $0 | 03/31/2024 | MBB | 5 | $0 | 03/31/2024 | O Shaughnessy Asset Management LLC | 1 | $0 | 12/31/2023 | MBB | 1 | $0 | 12/31/2023 | VisionPoint Advisory Group LLC | 1 | $0 | 12/31/2023 | MBB | 1 | $0 | 12/31/2023 | Guardian Wealth Advisors LLC NC | 4 | $0 | 12/31/2023 | MBB | 4 | $0 | 12/31/2023 | Citadel Advisors LLC | | $-2,384 | 12/31/2023 | Put | 176,200 | $16,577 | 12/31/2023 | Call | 137,100 | $12,898 | 12/31/2023 | MBB | 13,766 | $1,295 | 12/31/2023 | Mendel Money Management | 3,745 | $-352,330 | 12/31/2023 | Put | 3,745 | $352,330 | 12/31/2023 |
See Summary: Institutional Holders of MBB
See Details: Top 10 Hedge Funds Holding MBB
Also See: MBB Holdings Changes
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