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Funds Holding CAT

On this page, we present all of the funds holding CAT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CAT, with a link to that fund's top holdings. The next columns indicate the amount of CAT stock held by each of the funds holding CAT, followed by the CAT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 2565 funds holding CAT within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Vanguard Group Inc.. For more details on the positions held by Vanguard Group Inc. (or by any of the other funds holding CAT), click the fund name in the "Holder" column of the funds-holding-CAT table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Vanguard Group Inc.48,353,370$14,296,641 12/31/2023
     CAT48,353,370$14,296,641 12/31/2023
State Street Corp37,722,884$11,153,525 12/31/2023
     CAT37,722,884$11,153,525 12/31/2023
BlackRock Inc.33,510,465$9,908,039 12/31/2023
     CAT33,510,465$9,908,039 12/31/2023
Capital World Investors29,029,953$8,583,372 12/31/2023
     CAT29,029,953$8,583,372 12/31/2023
State Farm Mutual Automobile Insurance Co.17,761,276$5,251,476 12/31/2023
     CAT17,761,276$5,251,476 12/31/2023
Geode Capital Management LLC9,872,982$2,911,748 12/31/2023
     CAT9,872,982$2,911,748 12/31/2023
Fisher Asset Management LLC8,139,040$2,406,471 12/31/2023
     CAT8,139,040$2,406,471 12/31/2023
Bill & Melinda Gates Foundation Trust7,353,614$2,174,243 12/31/2023
     CAT7,353,614$2,174,243 12/31/2023
Morgan Stanley7,199,614$2,128,710 12/31/2023
     CAT7,199,614$2,128,710 12/31/2023
Northern Trust Corp6,653,373$1,967,203 12/31/2023
     CAT6,653,373$1,967,203 12/31/2023
Norges Bank5,616,260$1,660,560 12/31/2023
     CAT5,616,260$1,660,560 12/31/2023
FMR LLC5,518,127$1,631,544 12/31/2023
     CAT5,518,127$1,631,544 12/31/2023
Bank of America Corp DE $1,373,381 12/31/2023
     CAT4,696,180$1,388,520 12/31/2023
     Put156,900$46,391 12/31/2023
     Call105,700$31,252 12/31/2023
Legal & General Group Plc3,822,478$1,130,194 12/31/2023
     CAT3,822,478$1,130,194 12/31/2023
Bank of New York Mellon Corp3,781,110$1,117,961 12/31/2023
     CAT3,781,110$1,117,961 12/31/2023
Charles Schwab Investment Management Inc.3,264,635$947,875 12/31/2023
     CAT3,264,635$947,875 12/31/2023
Amundi3,203,591$936,407 12/31/2023
     CAT3,203,591$936,407 12/31/2023
Goldman Sachs Group Inc. $914,834 12/31/2023
     CAT3,110,506$919,683 12/31/2023
     Put199,800$59,075 12/31/2023
     Call183,400$54,226 12/31/2023
Invesco Ltd.3,044,540$900,179 12/31/2023
     CAT3,044,540$900,179 12/31/2023
Dimensional Fund Advisors LP2,833,681$837,851 12/31/2023
     CAT2,833,681$837,851 12/31/2023
Nuveen Asset Management LLC2,722,274$804,895 12/31/2023
     CAT2,722,274$804,895 12/31/2023
UBS Asset Management Americas Inc.2,358,927$697,464 12/31/2023
     CAT2,358,927$697,464 12/31/2023
Royal Bank of Canada $644,341 12/31/2023
     CAT2,235,057$660,840 12/31/2023
     Put271,000$80,127 12/31/2023
     Call215,200$63,628 12/31/2023
JPMorgan Chase & Co. $605,361 12/31/2023
     CAT2,007,020$593,416 12/31/2023
     Call245,100$72,469 12/31/2023
     Put204,700$60,524 12/31/2023
Ameriprise Financial Inc.1,963,604$580,336 12/31/2023
     CAT1,963,604$580,336 12/31/2023
Sumitomo Mitsui Trust Holdings Inc.1,545,258$566,229 03/31/2024
     CAT1,545,258$566,229 03/31/2024
Capital Research Global Investors1,900,774$562,002 12/31/2023
     CAT1,900,774$562,002 12/31/2023
Primecap Management Co. CA1,804,480$533,531 12/31/2023
     CAT1,804,480$533,531 12/31/2023
Susquehanna International Group LLP $514,706 12/31/2023
     Call2,907,300$859,601 12/31/2023
     Put1,507,800$445,811 12/31/2023
     CAT341,313$100,916 12/31/2023
UBS Group AG $485,517 12/31/2023
     CAT1,761,391$520,790 12/31/2023
     Put164,600$48,667 12/31/2023
     Call45,300$13,394 12/31/2023
Swiss National Bank1,595,200$471,653 12/31/2023
     CAT1,595,200$471,653 12/31/2023
Diamond Hill Capital Management Inc.1,536,626$454,334 12/31/2023
     CAT1,536,626$454,334 12/31/2023
Deutsche Bank AG1,446,701$427,746 12/31/2023
     CAT1,446,701$427,746 12/31/2023
Barclays PLC $419,477 12/31/2023
     CAT1,421,528$420,304 12/31/2023
     Put29,900$8,840 12/31/2023
     Call27,100$8,013 12/31/2023
Hsbc Holdings PLC $415,297 12/31/2023
     CAT1,386,882$409,600 12/31/2023
     Call34,400$10,153 12/31/2023
     Put15,100$4,456 12/31/2023
Wells Fargo & Company MN $414,962 12/31/2023
     CAT1,836,664$543,046 12/31/2023
     Put433,200$128,084 12/31/2023
California Public Employees Retirement System1,208,816$357,411 12/31/2023
     CAT1,208,816$357,411 12/31/2023
Capital Wealth Planning LLC1,182,453$349,616 12/31/2023
     CAT1,182,453$349,616 12/31/2023
Bank of Montreal Can1,120,830$334,075 12/31/2023
     CAT1,120,830$334,075 12/31/2023
Jane Street Group LLC $333,925 12/31/2023
     CAT1,082,581$320,087 12/31/2023
     Call538,200$159,130 12/31/2023
     Put491,400$145,292 12/31/2023
Price T Rowe Associates Inc. MD1,124,920$332,606 12/31/2023
     CAT1,124,920$332,606 12/31/2023
Credit Suisse AG1,118,068$330,579 12/31/2023
     CAT1,118,068$330,579 12/31/2023
Lazard Asset Management LLC1,109,581$328,069 12/31/2023
     CAT1,109,581$328,069 12/31/2023
Nordea Investment Management AB1,016,464$298,861 12/31/2023
     CAT1,016,464$298,861 12/31/2023
Rhumbline Advisers925,155$273,540 12/31/2023
     CAT925,155$273,540 12/31/2023
National Pension Service903,806$267,228 12/31/2023
     CAT903,806$267,228 12/31/2023
Los Angeles Capital Management & Equity Research Inc.712,689$261,151 03/31/2024
     CAT712,689$261,151 03/31/2024
ProShare Advisors LLC835,719$247,097 12/31/2023
     CAT835,719$247,097 12/31/2023
California State Teachers Retirement System819,362$242,261 12/31/2023
     CAT819,362$242,261 12/31/2023
LPL Financial LLC785,746$232,321 12/31/2023
     CAT785,746$232,321 12/31/2023
Citadel Advisors LLC $231,003 12/31/2023
     Call1,758,800$520,024 12/31/2023
     Put1,407,800$416,244 12/31/2023
     CAT430,286$127,223 12/31/2023
Voya Investment Management LLC776,975$229,728 12/31/2023
     CAT776,975$229,728 12/31/2023
CI Private Wealth LLC743,632$219,870 12/31/2023
     CAT743,632$219,870 12/31/2023
Mitsubishi UFJ Kokusai Asset Management Co. Ltd.767,208$218,117 12/31/2023
     CAT767,208$218,117 12/31/2023
Principal Financial Group Inc.727,853$215,204 12/31/2023
     CAT727,853$215,204 12/31/2023
New York State Common Retirement Fund706,755$208,966 12/31/2023
     CAT706,755$208,966 12/31/2023
Citigroup Inc. $204,347 12/31/2023
     CAT710,231$209,994 12/31/2023
     Put112,400$33,233 12/31/2023
     Call93,300$27,586 12/31/2023
Envestnet Asset Management Inc.680,074$201,077 12/31/2023
     CAT680,074$201,077 12/31/2023
Stifel Financial Corp662,759$195,974 12/31/2023
     CAT662,759$195,974 12/31/2023
US Bancorp DE641,494$189,671 12/31/2023
     CAT641,494$189,671 12/31/2023
Raymond James & Associates $189,655 12/31/2023
     CAT641,610$189,705 12/31/2023
     Put200$50 12/31/2023
Renaissance Technologies LLC634,200$187,514 12/31/2023
     CAT634,200$187,514 12/31/2023
D. E. Shaw & Co. Inc. $185,112 12/31/2023
     Call488,200$144,346 12/31/2023
     CAT375,976$111,165 12/31/2023
     Put238,100$70,399 12/31/2023
Alliancebernstein L.P.602,339$178,094 12/31/2023
     CAT602,339$178,094 12/31/2023
DekaBank Deutsche Girozentrale592,712$175,478 12/31/2023
     CAT592,712$175,478 12/31/2023
Neuberger Berman Group LLC549,698$162,529 12/31/2023
     CAT549,698$162,529 12/31/2023
State Board of Administration of Florida Retirement System549,291$162,409 12/31/2023
     CAT549,291$162,409 12/31/2023
Twin Tree Management LP $160,290 12/31/2023
     Call735,600$217,495 12/31/2023
     Put214,100$63,303 12/31/2023
     CAT20,624$6,098 12/31/2023
New York State Teachers Retirement System540,667$159,859 12/31/2023
     CAT540,667$159,859 12/31/2023
The Manufacturers Life Insurance Company 529,884$156,671 12/31/2023
     CAT529,884$156,671 12/31/2023
Cerity Partners LLC507,322$150,000 12/31/2023
     CAT507,322$150,000 12/31/2023
HighTower Advisors LLC $149,312 12/31/2023
     CAT504,780$149,313 12/31/2023
     Put500$1 12/31/2023
Victory Capital Management Inc.502,267$148,505 12/31/2023
     CAT502,267$148,505 12/31/2023
Zacks Investment Management500,890$148,098 12/31/2023
     CAT500,890$148,098 12/31/2023
Fifth Third Bancorp485,869$143,657 12/31/2023
     CAT485,869$143,657 12/31/2023
Bank Julius Baer & Co. Ltd Zurich482,360$142,620 12/31/2023
     CAT482,360$142,620 12/31/2023
National Bank of Canada FI464,813$136,047 12/31/2023
     CAT464,813$136,047 12/31/2023
Boston Partners456,245$134,751 12/31/2023
     CAT456,245$134,751 12/31/2023
Commonwealth Equity Services LLC437,702$129,415 12/31/2023
     CAT437,702$129,415 12/31/2023
Baird Financial Group Inc.433,752$128,247 12/31/2023
     CAT433,752$128,247 12/31/2023
Korea Investment CORP433,036$128,036 12/31/2023
     CAT433,036$128,036 12/31/2023
Panagora Asset Management Inc.423,047$125,082 12/31/2023
     CAT423,047$125,082 12/31/2023
American Century Companies Inc.415,505$122,852 12/31/2023
     CAT415,505$122,852 12/31/2023
APG Asset Management N.V.407,955$120,620 12/31/2023
     CAT407,955$120,620 12/31/2023
Penserra Capital Management LLC401,795$118,797 12/31/2023
     CAT401,795$118,797 12/31/2023
Thrivent Financial for Lutherans399,120$118,014 12/31/2023
     CAT399,120$118,014 12/31/2023
Prudential Financial Inc.408,536$116,659 12/31/2023
     CAT408,536$116,659 12/31/2023
First Trust Advisors LP392,114$115,936 12/31/2023
     CAT392,114$115,936 12/31/2023
Franklin Resources Inc.391,765$115,833 12/31/2023
     CAT391,765$115,833 12/31/2023
Standard Life Aberdeen plc368,391$108,922 12/31/2023
     CAT368,391$108,922 12/31/2023
The PNC Financial Services Group Inc.363,995$107,622 12/31/2023
     CAT363,995$107,622 12/31/2023
Toronto Dominion Bank361,403$106,856 12/31/2023
     CAT361,403$106,856 12/31/2023
Schroder Investment Management Group352,812$104,316 12/31/2023
     CAT352,812$104,316 12/31/2023
SG Americas Securities LLC $104,094 12/31/2023
     CAT351,064$103,799 12/31/2023
     Call12,000$329 12/31/2023
     Put20,000$34 12/31/2023
Great Lakes Advisors LLC345,185$102,061 12/31/2023
     CAT345,185$102,061 12/31/2023
Mitsubishi UFJ Trust & Banking Corp344,417$101,828 12/31/2023
     CAT344,417$101,828 12/31/2023
Advisor Group Holdings Inc.337,996$99,914 12/31/2023
     CAT337,996$99,914 12/31/2023
Asset Management One Co. Ltd.326,391$96,898 12/31/2023
     CAT326,391$96,898 12/31/2023
Raymond James Financial Services Advisors Inc.325,990$96,385 12/31/2023
     CAT325,990$96,385 12/31/2023
Rockefeller Capital Management L.P.324,681$95,999 12/31/2023
     CAT324,681$95,999 12/31/2023
AQR Capital Management LLC307,091$90,798 12/31/2023
     CAT307,091$90,798 12/31/2023
Markel Corp303,100$89,618 12/31/2023
     CAT303,100$89,618 12/31/2023
State of New Jersey Common Pension Fund D293,188$86,687 12/31/2023
     CAT293,188$86,687 12/31/2023
Chevy Chase Trust Holdings Inc.291,753$86,263 12/31/2023
     CAT291,753$86,263 12/31/2023
Janney Montgomery Scott LLC283,007$83,678 12/31/2023
     CAT283,007$83,678 12/31/2023
Qube Research & Technologies Ltd $82,863 12/31/2023
     CAT301,056$89,013 12/31/2023
     Put20,800$6,150 12/31/2023
Retirement Systems of Alabama280,183$82,842 12/31/2023
     CAT280,183$82,842 12/31/2023
State of Wisconsin Investment Board273,834$80,964 12/31/2023
     CAT273,834$80,964 12/31/2023
Bessemer Group Inc.273,607$80,898 12/31/2023
     CAT273,607$80,898 12/31/2023
Nomura Asset Management Co. Ltd.269,814$79,776 12/31/2023
     CAT269,814$79,776 12/31/2023
Public Employees Retirement System of Ohio263,682$77,963 12/31/2023
     CAT263,682$77,963 12/31/2023
M&T Bank Corp $77,607 12/31/2023
     CAT262,027$77,474 12/31/2023
     Call35$133 12/31/2023
Employees Retirement System of Texas262,200$77,525 12/31/2023
     CAT262,200$77,525 12/31/2023
OLD Republic International Corporation262,000$77,466 12/31/2023
     CAT262,000$77,466 12/31/2023
TD Asset Management Inc.261,756$77,393 12/31/2023
     CAT261,756$77,393 12/31/2023
Pictet Asset Management Holding SA260,328$76,971 12/31/2023
     CAT260,328$76,971 12/31/2023
Natixis Advisors L.P.258,723$76,496 12/31/2023
     CAT258,723$76,496 12/31/2023
Empower Advisory Group LLC252,653$74,702 12/31/2023
     CAT252,653$74,702 12/31/2023
Truist Financial Corp248,092$73,353 12/31/2023
     CAT248,092$73,353 12/31/2023
Brandywine Global Investment Management LLC246,360$72,841 12/31/2023
     CAT246,360$72,841 12/31/2023
Strs Ohio245,537$72,597 12/31/2023
     CAT245,537$72,597 12/31/2023
Sumitomo Mitsui DS Asset Management Company Ltd244,754$72,366 12/31/2023
     CAT244,754$72,366 12/31/2023
Mn Services Vermogensbeheer B.V.244,428$72,270 12/31/2023
     CAT244,428$72,270 12/31/2023
Capital International Investors244,407$72,264 12/31/2023
     CAT244,407$72,264 12/31/2023
Bank of Nova Scotia240,099$70,987 12/31/2023
     CAT240,099$70,987 12/31/2023
LSV Asset Management238,200$70,429 12/31/2023
     CAT238,200$70,429 12/31/2023
AXA S.A.237,326$70,170 12/31/2023
     CAT237,326$70,170 12/31/2023
OFI Invest Asset Management234,299$69,275 12/31/2023
     CAT234,299$69,275 12/31/2023
Treasurer of the State of North Carolina233,891$69,155 12/31/2023
     CAT233,891$69,155 12/31/2023
Ensign Peak Advisors Inc224,117$66,265 12/31/2023
     CAT224,117$66,265 12/31/2023
Two Sigma Advisers LP220,900$65,314 12/31/2023
     CAT220,900$65,314 12/31/2023
Zurcher Kantonalbank Zurich Cantonalbank 216,760$64,089 12/31/2023
     CAT216,760$64,089 12/31/2023
Northwestern Mutual Wealth Management Co.214,093$63,301 12/31/2023
     CAT214,093$63,301 12/31/2023
Royal London Asset Management Ltd.214,074$63,295 12/31/2023
     CAT214,074$63,295 12/31/2023
Jennison Associates LLC211,953$62,668 12/31/2023
     CAT211,953$62,668 12/31/2023
Mariner LLC209,190$61,852 12/31/2023
     CAT209,190$61,852 12/31/2023
InterOcean Capital Group LLC208,599$61,677 12/31/2023
     CAT208,599$61,677 12/31/2023
Great West Life Assurance Co. Can205,897$60,700 12/31/2023
     CAT205,897$60,700 12/31/2023
CIBC World Markets Inc. $60,546 12/31/2023
     CAT212,276$62,764 12/31/2023
     Put7,500$2,218 12/31/2023
Gateway Investment Advisers LLC161,006$58,997 03/31/2024
     CAT161,006$58,997 03/31/2024
Bollard Group LLC196,551$58,114 12/31/2023
     CAT196,551$58,114 12/31/2023
Aviva PLC190,322$56,273 12/31/2023
     CAT190,322$56,273 12/31/2023
Fort Washington Investment Advisors Inc. OH189,940$56,160 12/31/2023
     CAT189,940$56,160 12/31/2023
Allianz Asset Management GmbH $55,489 12/31/2023
     CAT199,872$59,096 12/31/2023
     Put37,700$11,147 12/31/2023
     Call25,500$7,540 12/31/2023
State of Tennessee Treasury Department186,747$55,215 12/31/2023
     CAT186,747$55,215 12/31/2023
Rathbone Brothers plc183,898$54,373 12/31/2023
     CAT183,898$54,373 12/31/2023
Creative Planning180,613$53,402 12/31/2023
     CAT180,613$53,402 12/31/2023
Mackenzie Financial Corp180,360$53,327 12/31/2023
     CAT180,360$53,327 12/31/2023
Federated Hermes Inc.175,426$51,868 12/31/2023
     CAT175,426$51,868 12/31/2023
GWM Advisors LLC174,090$51,194 12/31/2023
     CAT174,090$51,194 12/31/2023
State of Michigan Retirement System139,472$51,107 03/31/2024
     CAT139,472$51,107 03/31/2024
BNP Paribas Arbitrage SA $51,101 12/31/2023
     CAT345,531$102,163 12/31/2023
     Put2,127$62,889 12/31/2023
     Call400$11,827 12/31/2023
Caisse DE Depot ET Placement DU Quebec172,149$50,899 12/31/2023
     CAT172,149$50,899 12/31/2023
Vontobel Holding Ltd.169,343$50,070 12/31/2023
     CAT169,343$50,070 12/31/2023
Financial Counselors Inc.168,562$49,839 12/31/2023
     CAT168,562$49,839 12/31/2023
Teacher Retirement System of Texas165,818$49,027 12/31/2023
     CAT165,818$49,027 12/31/2023
Handelsbanken Fonder AB163,201$48,254 12/31/2023
     CAT163,201$48,254 12/31/2023
Huntington National Bank161,032$47,612 12/31/2023
     CAT161,032$47,612 12/31/2023
Hyman Charles D160,806$47,546 12/31/2023
     CAT160,806$47,546 12/31/2023
Meyer Handelman Co.129,226$47,352 03/31/2024
     CAT129,226$47,352 03/31/2024
Nisa Investment Advisors LLC159,669$47,209 12/31/2023
     CAT159,669$47,209 12/31/2023
Manning & Napier Group LLC128,283$47,006 03/31/2024
     CAT128,283$47,006 03/31/2024
MML Investors Services LLC157,878$46,680 12/31/2023
     CAT157,878$46,680 12/31/2023
Daymark Wealth Partners LLC127,341$46,662 03/31/2024
     CAT127,341$46,662 03/31/2024
Pinebridge Investments L.P.157,680$46,622 12/31/2023
     CAT157,680$46,622 12/31/2023
Tocqueville Asset Management L.P.157,478$46,562 12/31/2023
     CAT157,478$46,562 12/31/2023
Calamos Advisors LLC154,239$45,604 12/31/2023
     CAT154,239$45,604 12/31/2023
American International Group Inc.152,749$45,163 12/31/2023
     CAT152,749$45,163 12/31/2023
Captrust Financial Advisors150,682$44,552 12/31/2023
     CAT150,682$44,552 12/31/2023
Cambridge Investment Research Advisors Inc.149,012$44,058 12/31/2023
     CAT149,012$44,058 12/31/2023
Heritage Investors Management Corp143,952$42,562 12/31/2023
     CAT143,952$42,562 12/31/2023
Arizona State Retirement System143,525$42,436 12/31/2023
     CAT143,525$42,436 12/31/2023
Keybank National Association OH142,245$42,058 12/31/2023
     CAT142,245$42,058 12/31/2023
Glenmede Trust Co. NA141,015$41,694 12/31/2023
     CAT141,015$41,694 12/31/2023
Tredje AP fonden140,548$41,556 12/31/2023
     CAT140,548$41,556 12/31/2023
MetLife Investment Management LLC139,618$41,281 12/31/2023
     CAT139,618$41,281 12/31/2023
Capital International Inc.139,506$41,248 12/31/2023
     CAT139,506$41,248 12/31/2023
Mirae Asset Global Investments Co. Ltd.136,245$40,289 12/31/2023
     CAT136,245$40,289 12/31/2023
Kestra Advisory Services LLC134,766$39,846 12/31/2023
     CAT134,766$39,846 12/31/2023
Conning Inc.133,826$39,491 12/31/2023
     CAT133,826$39,491 12/31/2023
Commerce Bank133,064$39,343 12/31/2023
     CAT133,064$39,343 12/31/2023
Russell Investments Group Ltd.132,709$39,274 12/31/2023
     CAT132,709$39,274 12/31/2023
Capital International Sarl131,481$38,875 12/31/2023
     CAT131,481$38,875 12/31/2023
Allspring Global Investments Holdings LLC105,717$38,738 03/31/2024
     CAT105,717$38,738 03/31/2024
Meitav Dash Investments Ltd.127,520$37,674 12/31/2023
     CAT127,520$37,674 12/31/2023
Amalgamated Bank125,790$37,192 12/31/2023
     CAT125,790$37,192 12/31/2023
Comerica Bank124,689$36,867 12/31/2023
     CAT124,689$36,867 12/31/2023
Forsta AP Fonden123,000$36,367 12/31/2023
     CAT123,000$36,367 12/31/2023
Blair William & Co. IL122,481$36,214 12/31/2023
     CAT122,481$36,214 12/31/2023
Daiwa Securities Group Inc.122,478$36,212 12/31/2023
     CAT122,478$36,212 12/31/2023
Country Trust Bank98,340$36,035 03/31/2024
     CAT98,340$36,035 03/31/2024
Skandinaviska Enskilda Banken AB publ 120,548$35,642 12/31/2023
     CAT120,548$35,642 12/31/2023
Clark Capital Management Group Inc.119,653$35,378 12/31/2023
     CAT119,653$35,378 12/31/2023
Capital International Ltd.118,802$35,126 12/31/2023
     CAT118,802$35,126 12/31/2023
Cetera Advisor Networks LLC118,416$35,012 12/31/2023
     CAT118,416$35,012 12/31/2023
S&CO Inc.118,230$34,957 12/31/2023
     CAT118,230$34,957 12/31/2023
Gabelli Funds LLC117,250$34,667 12/31/2023
     CAT117,250$34,667 12/31/2023
Fjarde AP Fonden Fourth Swedish National Pension Fund116,484$34,441 12/31/2023
     CAT116,484$34,441 12/31/2023
Bradley Foster & Sargent Inc. CT115,205$34,063 12/31/2023
     CAT115,205$34,063 12/31/2023
Parallax Volatility Advisers L.P. $33,706 12/31/2023
     Call362,500$107,180 12/31/2023
     Put248,500$73,474 12/31/2023
Commonwealth of Pennsylvania Public School Empls Retrmt SYS111,715$33,031 12/31/2023
     CAT111,715$33,031 12/31/2023
Czech National Bank89,574$32,823 03/31/2024
     CAT89,574$32,823 03/31/2024
Wealth Enhancement Advisory Services LLC89,183$32,679 03/31/2024
     CAT89,183$32,679 03/31/2024
Railway Pension Investments Ltd110,100$32,553 12/31/2023
     CAT110,100$32,553 12/31/2023
CBOE Vest Financial LLC108,386$32,046 12/31/2023
     CAT108,386$32,046 12/31/2023
Levin Capital Strategies L.P.108,069$31,953 12/31/2023
     CAT108,069$31,953 12/31/2023
Minneapolis Portfolio Management Group LLC108,066$31,952 12/31/2023
     CAT108,066$31,952 12/31/2023
BNP PARIBAS ASSET MANAGEMENT Holding S.A.107,602$31,815 12/31/2023
     CAT107,602$31,815 12/31/2023
USS Investment Management Ltd105,870$31,313 12/31/2023
     CAT105,870$31,313 12/31/2023
Yousif Capital Management LLC105,741$31,265 12/31/2023
     CAT105,741$31,265 12/31/2023
Texas Permanent School Fund105,329$31,143 12/31/2023
     CAT105,329$31,143 12/31/2023
AE Wealth Management LLC103,700$31,051 12/31/2023
     CAT103,700$31,051 12/31/2023
Edgar Lomax Co. VA104,385$30,864 12/31/2023
     CAT104,385$30,864 12/31/2023
Wilbanks Smith & Thomas Asset Management LLC104,384$30,863 12/31/2023
     CAT104,384$30,863 12/31/2023
IFM Investors Pty Ltd102,533$30,316 12/31/2023
     CAT102,533$30,316 12/31/2023
Candriam Luxembourg S.C.A.101,657$30,058 12/31/2023
     CAT101,657$30,058 12/31/2023
Wesleyan Assurance Society101,079$29,893 12/31/2023
     CAT101,079$29,893 12/31/2023
Sei Investments Co.100,216$29,632 12/31/2023
     CAT100,216$29,632 12/31/2023
Canada Pension Plan Investment Board100,198$29,626 12/31/2023
     CAT100,198$29,626 12/31/2023
Paralel Advisors LLC100,000$29,567 12/31/2023
     CAT100,000$29,567 12/31/2023
Xponance Inc.99,207$29,333 12/31/2023
     CAT99,207$29,333 12/31/2023
AMF Pensionsforsakring AB79,649$29,213 03/31/2024
     CAT79,649$29,213 03/31/2024
KBC Group NV98,754$29,198 12/31/2023
     CAT98,754$29,198 12/31/2023
Alpha Cubed Investments LLC98,386$29,090 12/31/2023
     CAT98,386$29,090 12/31/2023
Pinnacle Associates Ltd.96,006$28,386 12/31/2023
     CAT96,006$28,386 12/31/2023
Nichols & Pratt Advisers LLP MA95,214$28,152 12/31/2023
     CAT95,214$28,152 12/31/2023
O Shaughnessy Asset Management LLC94,747$28,014 12/31/2023
     CAT94,747$28,014 12/31/2023
Cresset Asset Management LLC $27,831 12/31/2023
     CAT104,928$31,024 12/31/2023
     Put10,800$3,193 12/31/2023
Willis Investment Counsel93,942$27,776 12/31/2023
     CAT93,942$27,776 12/31/2023
Regions Financial Corp92,574$27,371 12/31/2023
     CAT92,574$27,371 12/31/2023
QRG Capital Management Inc.91,006$26,908 12/31/2023
     CAT91,006$26,908 12/31/2023
Macquarie Group Ltd.90,814$26,851 12/31/2023
     CAT90,814$26,851 12/31/2023
NorthCrest Asset Manangement LLC72,369$26,518 03/31/2024
     CAT72,369$26,518 03/31/2024
Stock Yards Bank & Trust Co.89,503$26,463 12/31/2023
     CAT89,503$26,463 12/31/2023
Mercer Global Advisors Inc. ADV89,285$26,399 12/31/2023
     CAT89,285$26,399 12/31/2023
Stephens Inc. AR88,941$26,297 12/31/2023
     CAT88,941$26,297 12/31/2023
Utah Retirement Systems88,505$26,168 12/31/2023
     CAT88,505$26,168 12/31/2023
United Services Automobile Association86,715$25,639 12/31/2023
     CAT86,715$25,639 12/31/2023
Main Street Research LLC86,303$25,517 12/31/2023
     CAT86,303$25,517 12/31/2023
Brown Advisory Inc.85,363$25,239 12/31/2023
     CAT85,363$25,239 12/31/2023
Grassi Investment Management68,854$25,230 03/31/2024
     CAT68,854$25,230 03/31/2024
Vaughan David Investments LLC IL85,158$25,179 12/31/2023
     CAT85,158$25,179 12/31/2023
Ausdal Financial Partners Inc.68,652$25,156 03/31/2024
     CAT68,652$25,156 03/31/2024
ING Groep NV83,665$24,737 12/31/2023
     CAT83,665$24,737 12/31/2023
Tower Research Capital LLC TRC 83,525$24,696 12/31/2023
     CAT83,525$24,696 12/31/2023
Chilton Capital Management LLC83,049$24,555 12/31/2023
     CAT83,049$24,555 12/31/2023
Wellington Management Group LLP82,154$24,290 12/31/2023
     CAT82,154$24,290 12/31/2023
Peapack Gladstone Financial Corp81,623$24,134 12/31/2023
     CAT81,623$24,134 12/31/2023
Jacobs Levy Equity Management Inc.81,025$23,957 12/31/2023
     CAT81,025$23,957 12/31/2023
Factory Mutual Insurance Co.64,100$23,488 03/31/2024
     CAT64,100$23,488 03/31/2024
Cutler Investment Counsel LLC79,051$23,373 12/31/2023
     CAT79,051$23,373 12/31/2023
Badgley Phelps Wealth Managers LLC78,751$23,284 12/31/2023
     CAT78,751$23,284 12/31/2023
Busey Wealth Management78,134$23,102 12/31/2023
     CAT78,134$23,102 12/31/2023
Janney Capital Management LLC77,468$22,905 12/31/2023
     CAT77,468$22,905 12/31/2023
Cetera Investment Advisers77,355$22,872 12/31/2023
     CAT77,355$22,872 12/31/2023
KADENSA CAPITAL Ltd77,189$22,822 12/31/2023
     CAT77,189$22,822 12/31/2023
Public Employees Retirement Association of Colorado76,821$22,714 12/31/2023
     CAT76,821$22,714 12/31/2023
Guggenheim Capital LLC75,640$22,364 12/31/2023
     CAT75,640$22,364 12/31/2023
Cibc World Markets Corp75,552$22,338 12/31/2023
     CAT75,552$22,338 12/31/2023
D.A. Davidson & CO.75,130$22,214 12/31/2023
     CAT75,130$22,214 12/31/2023
Van ECK Associates Corp75,101$22,205 12/31/2023
     CAT75,101$22,205 12/31/2023
Marco Investment Management LLC73,583$21,756 12/31/2023
     CAT73,583$21,756 12/31/2023
CIBC Asset Management Inc73,315$21,677 12/31/2023
     CAT73,315$21,677 12/31/2023
BI Asset Management Fondsmaeglerselskab A S73,245$21,656 12/31/2023
     CAT73,245$21,656 12/31/2023
FineMark National Bank & Trust73,023$21,591 12/31/2023
     CAT73,023$21,591 12/31/2023
Beacon Pointe Advisors LLC72,884$21,550 12/31/2023
     CAT72,884$21,550 12/31/2023
New York Life Investment Management LLC72,568$21,456 12/31/2023
     CAT72,568$21,456 12/31/2023
Jupiter Asset Management Ltd.72,436$21,417 12/31/2023
     CAT72,436$21,417 12/31/2023
Steward Partners Investment Advisory LLC72,430$21,415 12/31/2023
     CAT72,430$21,415 12/31/2023
Janus Henderson Group PLC72,313$21,387 12/31/2023
     CAT72,313$21,387 12/31/2023
Mutual of America Capital Management LLC71,866$21,249 12/31/2023
     CAT71,866$21,249 12/31/2023
Massmutual Trust Co. FSB ADV57,859$21,201 03/31/2024
     CAT57,859$21,201 03/31/2024
Glenview Trust Co71,302$21,082 12/31/2023
     CAT71,302$21,082 12/31/2023
Susquehanna Portfolio Strategies LLC70,788$20,930 12/31/2023
     CAT70,788$20,930 12/31/2023
United Capital Financial Advisers LLC70,289$20,782 12/31/2023
     CAT70,289$20,782 12/31/2023
Private Advisor Group LLC70,208$20,758 12/31/2023
     CAT70,208$20,758 12/31/2023
Foundry Partners LLC69,973$20,689 12/31/2023
     CAT69,973$20,689 12/31/2023
Banco Santander S.A.69,669$20,599 12/31/2023
     CAT69,669$20,599 12/31/2023
Congress Asset Management Co. MA56,101$20,557 03/31/2024
     CAT56,101$20,557 03/31/2024
Pathstone Holdings LLC68,373$20,227 12/31/2023
     CAT68,373$20,227 12/31/2023
Advisors Capital Management LLC67,938$20,087 12/31/2023
     CAT67,938$20,087 12/31/2023
Westchester Capital Management Inc.67,829$20,055 12/31/2023
     CAT67,829$20,055 12/31/2023
CWM LLC54,662$20,030 03/31/2024
     CAT54,662$20,030 03/31/2024
Oppenheimer & Co. Inc.67,390$19,925 12/31/2023
     CAT67,390$19,925 12/31/2023
CCM Investment Advisers LLC66,893$19,779 12/31/2023
     CAT66,893$19,779 12/31/2023
Harvest Portfolios Group Inc.66,772$19,742 12/31/2023
     CAT66,772$19,742 12/31/2023
UMB Bank N A MO66,632$19,701 12/31/2023
     CAT66,632$19,701 12/31/2023
Baker Avenue Asset Management LP64,943$19,202 12/31/2023
     CAT64,943$19,202 12/31/2023
Fiduciary Trust Co.64,435$19,051 12/31/2023
     CAT64,435$19,051 12/31/2023
Callahan Advisors LLC64,158$18,969 12/31/2023
     CAT64,158$18,969 12/31/2023
State of Alaska Department of Revenue63,216$18,690 12/31/2023
     CAT63,216$18,690 12/31/2023
Delta Asset Management LLC TN63,042$18,640 12/31/2023
     CAT63,042$18,640 12/31/2023
Madison Asset Management LLC62,845$18,581 12/31/2023
     CAT62,845$18,581 12/31/2023
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main61,703$18,227 12/31/2023
     CAT61,703$18,227 12/31/2023
Associated Banc Corp61,588$18,210 12/31/2023
     CAT61,588$18,210 12/31/2023
Nissay Asset Management Corp Japan ADV60,459$17,876 12/31/2023
     CAT60,459$17,876 12/31/2023
RiverFront Investment Group LLC60,418$17,863 12/31/2023
     CAT60,418$17,863 12/31/2023
Blackhill Capital Inc.60,000$17,740 12/31/2023
     CAT60,000$17,740 12/31/2023
Sequoia Financial Advisors LLC59,234$17,514 12/31/2023
     CAT59,234$17,514 12/31/2023
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp58,728$17,364 12/31/2023
     CAT58,728$17,364 12/31/2023
Kovitz Investment Group Partners LLC58,682$17,350 12/31/2023
     CAT58,682$17,350 12/31/2023
Gotham Asset Management LLC58,642$17,339 12/31/2023
     CAT58,642$17,339 12/31/2023
Independent Advisor Alliance57,224$16,919 12/31/2023
     CAT57,224$16,919 12/31/2023
Richard C. Young & CO. LTD.57,058$16,870 12/31/2023
     CAT57,058$16,870 12/31/2023
Congress Wealth Management LLC DE 46,033$16,868 03/31/2024
     CAT46,033$16,868 03/31/2024
LaFleur & Godfrey LLC56,842$16,807 12/31/2023
     CAT56,842$16,807 12/31/2023
TD Waterhouse Canada Inc.57,827$16,774 12/31/2023
     CAT57,827$16,774 12/31/2023
Wharton Business Group LLC56,322$16,653 12/31/2023
     CAT56,322$16,653 12/31/2023
Cetera Advisors LLC55,930$16,537 12/31/2023
     CAT55,930$16,537 12/31/2023
KCM Investment Advisors LLC55,645$16,453 12/31/2023
     CAT55,645$16,453 12/31/2023
Intech Investment Management LLC54,953$16,248 12/31/2023
     CAT54,953$16,248 12/31/2023
Jefferies Financial Group Inc. $16,232 12/31/2023
     CAT42,200$12,477 12/31/2023
     Call12,700$3,755 12/31/2023
PGGM Investments54,825$16,210 12/31/2023
     CAT54,825$16,210 12/31/2023
Moran Wealth Management LLC54,649$16,158 12/31/2023
     CAT54,649$16,158 12/31/2023
Gulf International Bank UK Ltd44,044$16,139 03/31/2024
     CAT44,044$16,139 03/31/2024
Wealthfront Advisers LLC54,105$15,997 12/31/2023
     CAT54,105$15,997 12/31/2023
Allied Investment Advisors LLC43,511$15,944 03/31/2024
     CAT43,511$15,944 03/31/2024
Dakota Wealth Management53,518$15,824 12/31/2023
     CAT53,518$15,824 12/31/2023
Birmingham Capital Management Co. Inc. AL53,420$15,795 12/31/2023
     CAT53,420$15,795 12/31/2023
Atwater Malick LLC42,679$15,639 03/31/2024
     CAT42,679$15,639 03/31/2024
ARK Investment Management LLC42,616$15,616 03/31/2024
     CAT42,616$15,616 03/31/2024
Meiji Yasuda Asset Management Co Ltd.52,570$15,543 12/31/2023
     CAT52,570$15,543 12/31/2023
Charter Trust Co.52,174$15,426 12/31/2023
     CAT52,174$15,426 12/31/2023
Whittier Trust Co.52,094$15,402 12/31/2023
     CAT52,094$15,402 12/31/2023
Cullinan Associates Inc.41,983$15,384 03/31/2024
     CAT41,983$15,384 03/31/2024
Salem Investment Counselors Inc.41,936$15,367 03/31/2024
     CAT41,936$15,367 03/31/2024
Stillwater Capital Advisors LLC41,057$15,044 03/31/2024
     CAT41,057$15,044 03/31/2024
Howe & Rusling Inc.50,603$14,962 12/31/2023
     CAT50,603$14,962 12/31/2023
Community Bank of Raymore40,555$14,861 03/31/2024
     CAT40,555$14,861 03/31/2024
CWM Advisors LLC49,788$14,721 12/31/2023
     CAT49,788$14,721 12/31/2023
Clifford Swan Investment Counsel LLC40,166$14,718 03/31/2024
     CAT40,166$14,718 03/31/2024
Clear Harbor Asset Management LLC49,397$14,605 12/31/2023
     CAT49,397$14,605 12/31/2023
Jacobs & Co. CA39,600$14,510 03/31/2024
     CAT39,600$14,510 03/31/2024
B. Metzler seel. Sohn & Co. AG48,930$14,467 12/31/2023
     CAT48,930$14,467 12/31/2023
Greenwood Gearhart Inc.48,319$14,286 12/31/2023
     CAT48,319$14,286 12/31/2023
Capital Investment Advisors LLC38,730$14,192 03/31/2024
     CAT38,730$14,192 03/31/2024
NBT Bank N A NY47,408$14,017 12/31/2023
     CAT47,408$14,017 12/31/2023
Aptus Capital Advisors LLC47,362$14,004 12/31/2023
     CAT47,362$14,004 12/31/2023
Integrated Advisors Network LLC46,663$13,797 12/31/2023
     CAT46,663$13,797 12/31/2023
Sanibel Captiva Trust Company Inc.46,544$13,762 12/31/2023
     CAT46,544$13,762 12/31/2023
Kavar Capital Partners Group LLC46,424$13,726 12/31/2023
     CAT46,424$13,726 12/31/2023
Stockman Wealth Management Inc.36,446$13,355 03/31/2024
     CAT36,446$13,355 03/31/2024
Bogart Wealth LLC45,165$13,354 12/31/2023
     CAT45,165$13,354 12/31/2023
CIBC Private Wealth Group LLC45,077$13,328 12/31/2023
     CAT45,077$13,328 12/31/2023
American Assets Investment Management LLC45,000$13,305 12/31/2023
     CAT45,000$13,305 12/31/2023
Ellsworth Advisors LLC36,216$13,242 03/31/2024
     CAT36,216$13,242 03/31/2024
Elo Mutual Pension Insurance Co44,539$13,169 12/31/2023
     CAT44,539$13,169 12/31/2023
M&G Investment Management Ltd.44,364$13,132 12/31/2023
     CAT44,364$13,132 12/31/2023
Teachers Retirement System of The State of Kentucky44,292$13,096 12/31/2023
     CAT44,292$13,096 12/31/2023
Quilter Plc44,026$13,069 12/31/2023
     CAT44,026$13,069 12/31/2023
Dana Investment Advisors Inc.44,066$13,029 12/31/2023
     CAT44,066$13,029 12/31/2023
La Banque Postale Asset Management SA43,667$12,911 12/31/2023
     CAT43,667$12,911 12/31/2023
CENTRAL TRUST Co43,641$12,903 12/31/2023
     CAT43,641$12,903 12/31/2023
Pacer Advisors Inc.43,636$12,902 12/31/2023
     CAT43,636$12,902 12/31/2023
Ethic Inc.43,515$12,866 12/31/2023
     CAT43,515$12,866 12/31/2023
Fayez Sarofim & Co40,524$12,853 12/31/2023
     CAT40,524$12,853 12/31/2023
Scotia Capital Inc.43,374$12,824 12/31/2023
     CAT43,374$12,824 12/31/2023
Welch Group LLC34,949$12,806 03/31/2024
     CAT34,949$12,806 03/31/2024
HighPoint Advisor Group LLC35,886$12,774 12/31/2023
     CAT35,886$12,774 12/31/2023
Culbertson A N & Co. Inc.43,095$12,742 12/31/2023
     CAT43,095$12,742 12/31/2023
Savant Capital LLC42,885$12,680 12/31/2023
     CAT42,885$12,680 12/31/2023
Lido Advisors LLC $12,677 12/31/2023
     CAT43,375$12,825 12/31/2023
     Put500$148 12/31/2023
Rafferty Asset Management LLC42,781$12,649 12/31/2023
     CAT42,781$12,649 12/31/2023
DAVENPORT & Co LLC42,501$12,566 12/31/2023
     CAT42,501$12,566 12/31/2023
Atria Investments LLC42,430$12,543 12/31/2023
     CAT42,430$12,543 12/31/2023
Dodge & Cox42,379$12,530 12/31/2023
     CAT42,379$12,530 12/31/2023
Degroof Petercam Asset Management42,300$12,507 12/31/2023
     CAT42,300$12,507 12/31/2023
Folger Nolan Fleming Douglas Capital Management Inc.33,918$12,429 03/31/2024
     CAT33,918$12,429 03/31/2024
Wafra Inc.41,881$12,383 12/31/2023
     CAT41,881$12,383 12/31/2023
Kentucky Retirement Systems40,817$12,068 12/31/2023
     CAT40,817$12,068 12/31/2023
Hartford Investment Management Co.32,898$12,055 03/31/2024
     CAT32,898$12,055 03/31/2024
JustInvest LLC40,515$11,979 12/31/2023
     CAT40,515$11,979 12/31/2023
Dearborn Partners LLC40,477$11,968 12/31/2023
     CAT40,477$11,968 12/31/2023
Pittenger & Anderson Inc.40,285$11,911 12/31/2023
     CAT40,285$11,911 12/31/2023
Lee Danner & Bass Inc.40,244$11,899 12/31/2023
     CAT40,244$11,899 12/31/2023
Scopus Asset Management L.P. $11,827 12/31/2023
     Call30,000$8,870 12/31/2023
     CAT10,000$2,957 12/31/2023
Noesis Capital Mangement Corp39,924$11,804 12/31/2023
     CAT39,924$11,804 12/31/2023
Oregon Public Employees Retirement Fund39,784$11,763 12/31/2023
     CAT39,784$11,763 12/31/2023
Maryland State Retirement & Pension System39,779$11,761 12/31/2023
     CAT39,779$11,761 12/31/2023
Varma Mutual Pension Insurance Co39,496$11,678 12/31/2023
     CAT39,496$11,678 12/31/2023
Brookstone Capital Management31,859$11,674 03/31/2024
     CAT31,859$11,674 03/31/2024
Parsons Capital Management Inc. RI39,237$11,601 12/31/2023
     CAT39,237$11,601 12/31/2023
Crossmark Global Holdings Inc.39,070$11,552 12/31/2023
     CAT39,070$11,552 12/31/2023
New Mexico Educational Retirement Board31,502$11,543 03/31/2024
     CAT31,502$11,543 03/31/2024
Banco Bilbao Vizcaya Argentaria S.A.38,945$11,515 12/31/2023
     CAT38,945$11,515 12/31/2023
Tudor Investment Corp Et Al $11,501 12/31/2023
     Call92,100$27,231 12/31/2023
     Put53,200$15,730 12/31/2023
LS Investment Advisors LLC38,856$11,489 12/31/2023
     CAT38,856$11,489 12/31/2023
Prio Wealth Limited Partnership38,749$11,457 12/31/2023
     CAT38,749$11,457 12/31/2023
Atria Wealth Solutions Inc.38,715$11,447 12/31/2023
     CAT38,715$11,447 12/31/2023
National Asset Management Inc.38,678$11,436 12/31/2023
     CAT38,678$11,436 12/31/2023
Advisory Services Network LLC37,800$11,176 12/31/2023
     CAT37,800$11,176 12/31/2023
Simmons Bank37,687$11,143 12/31/2023
     CAT37,687$11,143 12/31/2023
Synovus Financial Corp37,444$11,075 12/31/2023
     CAT37,444$11,075 12/31/2023
Prospera Financial Services Inc37,200$10,999 12/31/2023
     CAT37,200$10,999 12/31/2023
MainStreet Investment Advisors LLC36,100$10,674 12/31/2023
     CAT36,100$10,674 12/31/2023
Achmea Investment Management B.V.35,795$10,584 12/31/2023
     CAT35,795$10,584 12/31/2023
Central Bank & Trust Co.28,831$10,564 03/31/2024
     CAT28,831$10,564 03/31/2024
Whittier Trust Co. of Nevada Inc.35,709$10,558 12/31/2023
     CAT35,709$10,558 12/31/2023
Ziegler Capital Management LLC35,211$10,405 12/31/2023
     CAT35,211$10,405 12/31/2023
HB Wealth Management LLC35,082$10,373 12/31/2023
     CAT35,082$10,373 12/31/2023
Sandler Capital Management35,000$10,348 12/31/2023
     CAT35,000$10,348 12/31/2023
CSM Advisors LLC34,699$10,257 12/31/2023
     CAT34,699$10,257 12/31/2023
Meridian Wealth Management LLC34,680$10,254 12/31/2023
     CAT34,680$10,254 12/31/2023
Lyell Wealth Management LP34,465$10,190 12/31/2023
     CAT34,465$10,190 12/31/2023
James Investment Research Inc.34,153$10,098 12/31/2023
     CAT34,153$10,098 12/31/2023
Envestnet Portfolio Solutions Inc.34,112$10,086 12/31/2023
     CAT34,112$10,086 12/31/2023
Groupama Asset Managment34,076$10,078 12/31/2023
     CAT34,076$10,078 12/31/2023
Banque Cantonale Vaudoise27,476$10,070 03/31/2024
     CAT27,476$10,070 03/31/2024
BOKF NA33,886$10,019 12/31/2023
     CAT33,886$10,019 12/31/2023
Quantinno Capital Management LP33,520$9,911 12/31/2023
     CAT33,520$9,911 12/31/2023
Cornerstone Advisors LLC33,500$9,905 12/31/2023
     CAT33,500$9,905 12/31/2023
Lmcg Investments LLC33,233$9,826 12/31/2023
     CAT33,233$9,826 12/31/2023
Financial Partners Group LLC26,754$9,803 03/31/2024
     CAT26,754$9,803 03/31/2024
Farmers & Merchants Investments Inc.26,722$9,792 03/31/2024
     CAT26,722$9,792 03/31/2024
Jamison Private Wealth Management Inc.33,083$9,782 12/31/2023
     CAT33,083$9,782 12/31/2023
Kestra Private Wealth Services LLC32,874$9,720 12/31/2023
     CAT32,874$9,720 12/31/2023
Addenda Capital Inc.26,235$9,613 03/31/2024
     CAT26,235$9,613 03/31/2024
Securian Asset Management Inc32,333$9,560 12/31/2023
     CAT32,333$9,560 12/31/2023
First National Trust Co32,139$9,503 12/31/2023
     CAT32,139$9,503 12/31/2023
Verition Fund Management LLC $9,493 12/31/2023
     CAT33,407$9,877 12/31/2023
     Put4,100$1,212 12/31/2023
     Call2,800$828 12/31/2023
Baader Bank INC32,106$9,491 12/31/2023
     CAT32,106$9,491 12/31/2023
Viewpoint Capital Management LLC25,333$9,283 03/31/2024
     CAT25,333$9,283 03/31/2024
Norinchukin Bank The31,309$9,257 12/31/2023
     CAT31,309$9,257 12/31/2023
Avantax Advisory Services Inc.31,221$9,231 12/31/2023
     CAT31,221$9,231 12/31/2023
Toroso Investments LLC31,189$9,222 12/31/2023
     CAT31,189$9,222 12/31/2023
Tufton Capital Management31,007$9,168 12/31/2023
     CAT31,007$9,168 12/31/2023
Empowered Funds LLC30,988$9,162 12/31/2023
     CAT30,988$9,162 12/31/2023
Signet Financial Management LLC24,879$9,116 03/31/2024
     CAT24,879$9,116 03/31/2024
American National Bank24,862$9,110 03/31/2024
     CAT24,862$9,110 03/31/2024
Louisiana State Employees Retirement System30,800$9,107 12/31/2023
     CAT30,800$9,107 12/31/2023
Shelter Mutual Insurance Co30,780$9,101 12/31/2023
     CAT30,780$9,101 12/31/2023
Adviser Investments LLC30,780$9,101 12/31/2023
     CAT30,780$9,101 12/31/2023
First American Trust FSB30,685$9,072 12/31/2023
     CAT30,685$9,072 12/31/2023
Ferguson Wellman Capital Management Inc.24,705$9,053 03/31/2024
     CAT24,705$9,053 03/31/2024
Philadelphia Trust Co.30,293$8,957 12/31/2023
     CAT30,293$8,957 12/31/2023
Snowden Capital Advisors LLC30,140$8,911 12/31/2023
     CAT30,140$8,911 12/31/2023
Illinois Municipal Retirement Fund29,985$8,866 12/31/2023
     CAT29,985$8,866 12/31/2023
AIA Group Ltd29,837$8,822 12/31/2023
     CAT29,837$8,822 12/31/2023
First Financial Bank Trust Division23,963$8,781 03/31/2024
     CAT23,963$8,781 03/31/2024
Focus Financial Network Inc. ADV29,676$8,774 12/31/2023
     CAT29,676$8,774 12/31/2023
Exchange Traded Concepts LLC23,936$8,771 03/31/2024
     CAT23,936$8,771 03/31/2024
Dynamic Advisor Solutions LLC23,767$8,709 03/31/2024
     CAT23,767$8,709 03/31/2024
German American Bancorp Inc.29,226$8,641 12/31/2023
     CAT29,226$8,641 12/31/2023
Texas Capital Bank Wealth Management Services Inc.29,101$8,604 12/31/2023
     CAT29,101$8,604 12/31/2023
Paradiem LLC29,061$8,592 12/31/2023
     CAT29,061$8,592 12/31/2023
Oppenheimer Asset Management Inc.29,001$8,575 12/31/2023
     CAT29,001$8,575 12/31/2023
Symmetry Investments LP $8,397 12/31/2023
     Call20,000$5,913 12/31/2023
     CAT8,400$2,484 12/31/2023
Prime Capital Investment Advisors LLC28,341$8,380 12/31/2023
     CAT28,341$8,380 12/31/2023
Eagle Global Advisors LLC28,270$8,359 12/31/2023
     CAT28,270$8,359 12/31/2023
Kanawha Capital Management LLC27,934$8,259 12/31/2023
     CAT27,934$8,259 12/31/2023
Natixis27,870$8,240 12/31/2023
     CAT27,870$8,240 12/31/2023
Drexel Morgan & Co.27,746$8,204 12/31/2023
     CAT27,746$8,204 12/31/2023
United Capital Management of KS Inc.27,693$8,188 12/31/2023
     CAT27,693$8,188 12/31/2023
Alps Advisors Inc.27,489$8,128 12/31/2023
     CAT27,489$8,128 12/31/2023
Venture Visionary Partners LLC27,365$8,091 12/31/2023
     CAT27,365$8,091 12/31/2023
Dai Ichi Life Insurance Company Ltd27,278$8,065 12/31/2023
     CAT27,278$8,065 12/31/2023
City Holding Co.21,973$8,051 03/31/2024
     CAT21,973$8,051 03/31/2024
Northwest Investment Counselors LLC21,918$8,031 03/31/2024
     CAT21,918$8,031 03/31/2024
Global Assets Advisory LLC21,824$7,997 03/31/2024
     CAT21,824$7,997 03/31/2024
Consolidated Planning Corp26,986$7,979 12/31/2023
     CAT26,986$7,979 12/31/2023
Integris Wealth Management LLC26,498$7,835 12/31/2023
     CAT26,498$7,835 12/31/2023
Claudia M.P. Batlle CRP R LLC26,345$7,789 12/31/2023
     CAT26,345$7,789 12/31/2023
CHURCHILL MANAGEMENT Corp21,116$7,738 03/31/2024
     CAT21,116$7,738 03/31/2024
Vestcor Inc26,092$7,715 12/31/2023
     CAT26,092$7,715 12/31/2023
Sigma Investment Counselors Inc.25,991$7,685 12/31/2023
     CAT25,991$7,685 12/31/2023
Compagnie Lombard Odier SCmA25,758$7,616 12/31/2023
     CAT25,758$7,616 12/31/2023
Community Bank & Trust Waco Texas25,756$7,615 12/31/2023
     CAT25,756$7,615 12/31/2023
Eagle Asset Management Inc.25,455$7,527 12/31/2023
     CAT25,455$7,527 12/31/2023
Beach Investment Counsel Inc. PA20,539$7,526 03/31/2024
     CAT20,539$7,526 03/31/2024
Logan Capital Management Inc.25,451$7,525 12/31/2023
     CAT25,451$7,525 12/31/2023
Capital Group Investment Management PTE. LTD.25,339$7,492 12/31/2023
     CAT25,339$7,492 12/31/2023
Man Group plc $7,449 12/31/2023
     CAT25,094$7,420 12/31/2023
     Call4,100$1,212 12/31/2023
     Put4,000$1,183 12/31/2023
Fusion Capital LLC25,181$7,445 12/31/2023
     CAT25,181$7,445 12/31/2023
Hixon Zuercher LLC25,147$7,435 12/31/2023
     CAT25,147$7,435 12/31/2023
ClariVest Asset Management LLC25,084$7,417 12/31/2023
     CAT25,084$7,417 12/31/2023
Shelton Capital Management24,970$7,383 12/31/2023
     CAT24,970$7,383 12/31/2023
Welch & Forbes LLC24,774$7,325 12/31/2023
     CAT24,774$7,325 12/31/2023
Anderson Hoagland & Co.19,630$7,304 03/31/2024
     CAT19,630$7,304 03/31/2024
Strategic Global Advisors LLC24,696$7,302 12/31/2023
     CAT24,696$7,302 12/31/2023
Benjamin F. Edwards & Company Inc.24,578$7,267 12/31/2023
     CAT24,578$7,267 12/31/2023
Hodges Capital Management Inc.19,704$7,220 03/31/2024
     CAT19,704$7,220 03/31/2024
ExodusPoint Capital Management LP24,201$7,156 12/31/2023
     CAT24,201$7,156 12/31/2023
Raymond James Trust N.A.24,200$7,155 12/31/2023
     CAT24,200$7,155 12/31/2023
SILVER OAK SECURITIES Inc24,185$7,151 12/31/2023
     CAT24,185$7,151 12/31/2023
Asset Dedication LLC19,548$7,147 03/31/2024
     CAT19,548$7,147 03/31/2024
Aull & Monroe Investment Management Corp24,151$7,141 12/31/2023
     CAT24,151$7,141 12/31/2023
Ilmarinen Mutual Pension Insurance Co24,000$7,096 12/31/2023
     CAT24,000$7,096 12/31/2023
Uniplan Investment Counsel Inc.23,795$7,064 12/31/2023
     CAT23,795$7,064 12/31/2023
Beacon Investment Advisory Services Inc.23,676$7,000 12/31/2023
     CAT23,676$7,000 12/31/2023
Trifecta Capital Advisors LLC18,986$6,957 03/31/2024
     CAT18,986$6,957 03/31/2024
Principle Wealth Partners LLC23,521$6,954 12/31/2023
     CAT23,521$6,954 12/31/2023
Sentry LLC23,490$6,945 12/31/2023
     CAT23,490$6,945 12/31/2023
Hartford Financial Management Inc.23,292$6,887 12/31/2023
     CAT23,292$6,887 12/31/2023
Spinnaker Trust23,210$6,863 12/31/2023
     CAT23,210$6,863 12/31/2023
Cannell Peter B & Co. Inc.23,204$6,861 12/31/2023
     CAT23,204$6,861 12/31/2023
Perigon Wealth Management LLC23,174$6,852 12/31/2023
     CAT23,174$6,852 12/31/2023
Kiley Juergens Wealth Management LLC18,658$6,837 03/31/2024
     CAT18,658$6,837 03/31/2024
Sheaff Brock Investment Advisors LLC23,002$6,801 12/31/2023
     CAT23,002$6,801 12/31/2023
Moors & Cabot Inc.22,989$6,797 12/31/2023
     CAT22,989$6,797 12/31/2023
Neville Rodie & Shaw Inc.18,385$6,737 03/31/2024
     CAT18,385$6,737 03/31/2024
Narwhal Capital Management22,726$6,719 12/31/2023
     CAT22,726$6,719 12/31/2023
Reliant Investment Management LLC18,135$6,645 03/31/2024
     CAT18,135$6,645 03/31/2024
Orion Portfolio Solutions LLC22,735$6,644 12/31/2023
     CAT22,735$6,644 12/31/2023
Romano Brothers AND Company18,077$6,624 03/31/2024
     CAT18,077$6,624 03/31/2024
Advisors Asset Management Inc.22,335$6,604 12/31/2023
     CAT22,335$6,604 12/31/2023
Bridge Creek Capital Management LLC17,933$6,571 03/31/2024
     CAT17,933$6,571 03/31/2024
McGuire Investment Group LLC22,209$6,567 12/31/2023
     CAT22,209$6,567 12/31/2023
Biechele Royce Advisors22,052$6,520 12/31/2023
     CAT22,052$6,520 12/31/2023
Buckingham Strategic Wealth LLC22,030$6,514 12/31/2023
     CAT22,030$6,514 12/31/2023
SlateStone Wealth LLC21,933$6,485 12/31/2023
     CAT21,933$6,485 12/31/2023
Citizens National Bank Trust Department21,684$6,411 12/31/2023
     CAT21,684$6,411 12/31/2023
Apollon Wealth Management LLC21,674$6,408 12/31/2023
     CAT21,674$6,408 12/31/2023
BKD Wealth Advisors LLC21,670$6,407 12/31/2023
     CAT21,670$6,407 12/31/2023
Meiji Yasuda Life Insurance Co21,568$6,377 12/31/2023
     CAT21,568$6,377 12/31/2023
Boit C F David22,400$6,368 12/31/2023
     CAT22,400$6,368 12/31/2023
Knights of Columbus Asset Advisors LLC21,424$6,334 12/31/2023
     CAT21,424$6,334 12/31/2023
Highland Capital Management LLC21,401$6,328 12/31/2023
     CAT21,401$6,328 12/31/2023
Axxcess Wealth Management LLC21,343$6,310 12/31/2023
     CAT21,343$6,310 12/31/2023
Allworth Financial LP21,239$6,280 12/31/2023
     CAT21,239$6,280 12/31/2023
Nikko Asset Management Americas Inc.21,218$6,275 12/31/2023
     CAT21,218$6,275 12/31/2023
Pallas Capital Advisors LLC17,104$6,268 03/31/2024
     CAT17,104$6,268 03/31/2024
Knuff & Co LLC21,157$6,255 12/31/2023
     CAT21,157$6,255 12/31/2023
GQG Partners LLC21,136$6,249 12/31/2023
     CAT21,136$6,249 12/31/2023
Prudential PLC20,878$6,173 12/31/2023
     CAT20,878$6,173 12/31/2023
Griffin Asset Management Inc.16,821$6,164 03/31/2024
     CAT16,821$6,164 03/31/2024
Metropolitan Life Insurance Co NY20,765$6,140 12/31/2023
     CAT20,765$6,140 12/31/2023
TruWealth Advisors LLC16,677$6,111 03/31/2024
     CAT16,677$6,111 03/31/2024
Financial & Tax Architects LLC20,580$6,085 12/31/2023
     CAT20,580$6,085 12/31/2023
Beese Fulmer Investment Management Inc.16,598$6,082 03/31/2024
     CAT16,598$6,082 03/31/2024
Searle & CO.20,423$6,038 12/31/2023
     CAT20,423$6,038 12/31/2023
Vident Advisory LLC20,414$6,036 12/31/2023
     CAT20,414$6,036 12/31/2023
TIAA Trust National Association20,351$6,017 12/31/2023
     CAT20,351$6,017 12/31/2023
Valeo Financial Advisors LLC20,330$6,011 12/31/2023
     CAT20,330$6,011 12/31/2023
Granite Bay Wealth Management LLC20,300$6,002 12/31/2023
     CAT20,300$6,002 12/31/2023
Foster & Motley Inc.16,313$5,978 03/31/2024
     CAT16,313$5,978 03/31/2024
Summitry LLC20,181$5,967 12/31/2023
     CAT20,181$5,967 12/31/2023
Stratos Wealth Partners LTD.16,267$5,961 03/31/2024
     CAT16,267$5,961 03/31/2024
Mutual Advisors LLC20,039$5,925 12/31/2023
     CAT20,039$5,925 12/31/2023
B & T Capital Management DBA Alpha Capital Management16,131$5,911 03/31/2024
     CAT16,131$5,911 03/31/2024
OLD National Bancorp IN16,116$5,905 03/31/2024
     CAT16,116$5,905 03/31/2024
Ameritas Advisory Services LLC18,694$5,815 12/31/2023
     CAT18,694$5,815 12/31/2023
Northeast Investment Management19,636$5,806 12/31/2023
     CAT19,636$5,806 12/31/2023
Crestwood Advisors Group LLC19,634$5,805 12/31/2023
     CAT19,634$5,805 12/31/2023
Sawtooth Solutions LLC19,488$5,762 12/31/2023
     CAT19,488$5,762 12/31/2023
Family Legacy Inc.19,391$5,733 12/31/2023
     CAT19,391$5,733 12/31/2023
Metis Global Partners LLC19,119$5,653 12/31/2023
     CAT19,119$5,653 12/31/2023
Ieq Capital LLC19,087$5,643 12/31/2023
     CAT19,087$5,643 12/31/2023
Retirement Group LLC19,011$5,621 12/31/2023
     CAT19,011$5,621 12/31/2023
Canandaigua National Bank & Trust Co.15,327$5,616 03/31/2024
     CAT15,327$5,616 03/31/2024
Investment Management Corp of Ontario18,907$5,590 12/31/2023
     CAT18,907$5,590 12/31/2023
Teamwork Financial Advisors LLC18,767$5,549 12/31/2023
     CAT18,767$5,549 12/31/2023
Monument Capital Management15,135$5,546 03/31/2024
     CAT15,135$5,546 03/31/2024
Columbia Asset Management18,759$5,546 12/31/2023
     CAT18,759$5,546 12/31/2023
Burney Co.18,696$5,528 12/31/2023
     CAT18,696$5,528 12/31/2023
Perfromance Wealth Partners LLC18,696$5,528 12/31/2023
     CAT18,696$5,528 12/31/2023
iA Global Asset Management Inc.18,543$5,483 12/31/2023
     CAT18,543$5,483 12/31/2023
Townsquare Capital LLC18,532$5,479 12/31/2023
     CAT18,532$5,479 12/31/2023
Bleakley Financial Group LLC18,501$5,470 12/31/2023
     CAT18,501$5,470 12/31/2023
AustralianSuper Pty Ltd18,429$5,449 12/31/2023
     CAT18,429$5,449 12/31/2023
King Luther Capital Management Corp18,405$5,442 12/31/2023
     CAT18,405$5,442 12/31/2023
Silvercrest Asset Management Group LLC18,352$5,426 12/31/2023
     CAT18,352$5,426 12/31/2023
Trinity Legacy Partners LLC18,334$5,421 12/31/2023
     CAT18,334$5,421 12/31/2023
Global Retirement Partners LLC18,867$5,419 12/31/2023
     CAT18,867$5,419 12/31/2023
Kerrisdale Advisers LLC18,323$5,418 12/31/2023
     CAT18,323$5,418 12/31/2023
Robbins Farley LLC14,778$5,415 03/31/2024
     CAT14,778$5,415 03/31/2024
Asahi Life Asset Management CO. LTD.18,293$5,409 12/31/2023
     CAT18,293$5,409 12/31/2023
Physicians Financial Services Inc.18,295$5,409 12/31/2023
     CAT18,295$5,409 12/31/2023
Colonial Trust Advisors18,280$5,405 12/31/2023
     CAT18,280$5,405 12/31/2023
Empirical Finance LLC18,281$5,405 12/31/2023
     CAT18,281$5,405 12/31/2023
Kentucky Retirement Systems Insurance Trust Fund18,174$5,374 12/31/2023
     CAT18,174$5,374 12/31/2023
Aries Wealth Management18,128$5,360 12/31/2023
     CAT18,128$5,360 12/31/2023
Mizuho Markets Americas LLC18,124$5,359 12/31/2023
     CAT18,124$5,359 12/31/2023
Webster Bank N. A.14,619$5,357 03/31/2024
     CAT14,619$5,357 03/31/2024
Guyasuta Investment Advisors Inc.14,612$5,354 03/31/2024
     CAT14,612$5,354 03/31/2024
Park Avenue Securities LLC14,535$5,326 03/31/2024
     CAT14,535$5,326 03/31/2024
Hallmark Capital Management Inc.18,011$5,325 12/31/2023
     CAT18,011$5,325 12/31/2023
Ipswich Investment Management Co. Inc.18,006$5,324 12/31/2023
     CAT18,006$5,324 12/31/2023
Chartwell Investment Partners LLC18,000$5,322 12/31/2023
     CAT18,000$5,322 12/31/2023
GAM Holding AG17,980$5,316 12/31/2023
     CAT17,980$5,316 12/31/2023
Creekmur Asset Management LLC17,941$5,304 12/31/2023
     CAT17,941$5,304 12/31/2023
Stamos Capital Partners L.P.17,910$5,295 12/31/2023
     CAT17,910$5,295 12/31/2023
Wedbush Securities Inc.17,807$5,265 12/31/2023
     CAT17,807$5,265 12/31/2023
Oak Harbor Wealth Partners LLC17,727$5,241 12/31/2023
     CAT17,727$5,241 12/31/2023
Abbrea Capital LLC17,722$5,240 12/31/2023
     CAT17,722$5,240 12/31/2023
Vinva Investment Management Ltd17,645$5,238 12/31/2023
     CAT17,645$5,238 12/31/2023
Chicago Capital LLC14,267$5,228 03/31/2024
     CAT14,267$5,228 03/31/2024
Gateway Advisory LLC17,662$5,222 12/31/2023
     CAT17,662$5,222 12/31/2023
Credit Agricole S A17,658$5,221 12/31/2023
     CAT17,658$5,221 12/31/2023
Advocate Group LLC17,649$5,218 12/31/2023
     CAT17,649$5,218 12/31/2023
Mairs & Power Inc.17,580$5,198 12/31/2023
     CAT17,580$5,198 12/31/2023
Country Club Bank GFN17,469$5,186 12/31/2023
     CAT17,469$5,186 12/31/2023
Community Bank N.A.17,530$5,183 12/31/2023
     CAT17,530$5,183 12/31/2023
Resources Investment Advisors LLC.17,492$5,172 12/31/2023
     CAT17,492$5,172 12/31/2023
Montgomery Investment Management Inc.17,480$5,168 12/31/2023
     CAT17,480$5,168 12/31/2023
Pinnacle Financial Partners Inc.17,467$5,164 12/31/2023
     CAT17,467$5,164 12/31/2023
Pflug Koory LLC14,083$5,160 03/31/2024
     CAT14,083$5,160 03/31/2024
Parcion Private Wealth LLC17,285$5,111 12/31/2023
     CAT17,285$5,111 12/31/2023
Marketfield Asset Management LLC17,182$5,080 12/31/2023
     CAT17,182$5,080 12/31/2023
Optiver Holding B.V.17,079$5,050 12/31/2023
     CAT17,079$5,050 12/31/2023
First Merchants Corp17,054$5,042 12/31/2023
     CAT17,054$5,042 12/31/2023
Slagle Financial LLC17,010$5,029 12/31/2023
     CAT17,010$5,029 12/31/2023
Altrius Capital Management Inc16,935$5,007 12/31/2023
     CAT16,935$5,007 12/31/2023
Ascent Wealth Partners LLC16,874$4,989 12/31/2023
     CAT16,874$4,989 12/31/2023
Cary Street Partners Investment Advisory LLC16,839$4,979 12/31/2023
     CAT16,839$4,979 12/31/2023
Mathes Company Inc.16,838$4,978 12/31/2023
     CAT16,838$4,978 12/31/2023
Consolidated Capital Management LLC16,830$4,976 12/31/2023
     CAT16,830$4,976 12/31/2023
Kingswood Wealth Advisors LLC13,453$4,930 03/31/2024
     CAT13,453$4,930 03/31/2024
Smith Group Asset Management LLC16,645$4,921 12/31/2023
     CAT16,645$4,921 12/31/2023
Siemens Fonds Invest GmbH16,617$4,913 12/31/2023
     CAT16,617$4,913 12/31/2023
Twin Capital Management Inc.16,585$4,904 12/31/2023
     CAT16,585$4,904 12/31/2023
Sandhill Capital Partners LLC16,577$4,901 12/31/2023
     CAT16,577$4,901 12/31/2023
Kinneret Advisory LLC16,576$4,901 12/31/2023
     CAT16,576$4,901 12/31/2023
Williams Jones Wealth Management LLC.16,563$4,897 12/31/2023
     CAT16,563$4,897 12/31/2023
Longbow Finance SA16,500$4,879 12/31/2023
     CAT16,500$4,879 12/31/2023
Concurrent Investment Advisors LLC16,489$4,875 12/31/2023
     CAT16,489$4,875 12/31/2023
Keeler Thomas Management LLC16,457$4,866 12/31/2023
     CAT16,457$4,866 12/31/2023
Capital Fund Management S.A. $4,849 12/31/2023
     Call219,700$64,959 12/31/2023
     Put203,300$60,110 12/31/2023
Studio Investment Management LLC16,153$4,776 12/31/2023
     CAT16,153$4,776 12/31/2023
Northwestern Mutual Investment Management Company LLC16,148$4,774 12/31/2023
     CAT16,148$4,774 12/31/2023
Geneos Wealth Management Inc.16,140$4,772 12/31/2023
     CAT16,140$4,772 12/31/2023
Holderness Investments Co.16,124$4,768 12/31/2023
     CAT16,124$4,768 12/31/2023
Financial Advocates Investment Management16,058$4,748 12/31/2023
     CAT16,058$4,748 12/31/2023
River & Mercantile Asset Management LLP16,000$4,732 12/31/2023
     CAT16,000$4,732 12/31/2023
Bank of Hawaii15,996$4,730 12/31/2023
     CAT15,996$4,730 12/31/2023
Greenleaf Trust15,972$4,722 12/31/2023
     CAT15,972$4,722 12/31/2023
Resolute Wealth Strategies LLC15,961$4,719 12/31/2023
     CAT15,961$4,719 12/31/2023
Wealthcare Advisory Partners LLC12,856$4,711 03/31/2024
     CAT12,856$4,711 03/31/2024
MAI Capital Management15,889$4,698 12/31/2023
     CAT15,889$4,698 12/31/2023
Plimoth Trust Co. LLC12,812$4,695 03/31/2024
     CAT12,812$4,695 03/31/2024
Turtle Creek Wealth Advisors LLC15,866$4,691 12/31/2023
     CAT15,866$4,691 12/31/2023
Jackson Square Capital LLC12,780$4,683 03/31/2024
     CAT12,780$4,683 03/31/2024
Stonebridge Capital Management Inc.12,722$4,662 03/31/2024
     CAT12,722$4,662 03/31/2024
Great Valley Advisor Group Inc.15,752$4,657 12/31/2023
     CAT15,752$4,657 12/31/2023
Monte Financial Group LLC15,714$4,646 12/31/2023
     CAT15,714$4,646 12/31/2023
Roundview Capital LLC15,641$4,625 12/31/2023
     CAT15,641$4,625 12/31/2023
Goelzer Investment Management Inc.15,602$4,613 12/31/2023
     CAT15,602$4,613 12/31/2023
Arrow Financial Corp15,553$4,599 12/31/2023
     CAT15,553$4,599 12/31/2023
EagleClaw Capital Managment LLC15,545$4,596 12/31/2023
     CAT15,545$4,596 12/31/2023
Edmond DE Rothschild Holding S.A.15,455$4,570 12/31/2023
     CAT15,455$4,570 12/31/2023
Assenagon Asset Management S.A.15,454$4,569 12/31/2023
     CAT15,454$4,569 12/31/2023
Lincoln National Corp15,370$4,544 12/31/2023
     CAT15,370$4,544 12/31/2023
Sandy Spring Bank15,356$4,540 12/31/2023
     CAT15,356$4,540 12/31/2023
Applied Capital LLC FL12,363$4,530 03/31/2024
     CAT12,363$4,530 03/31/2024
Ronald Blue Trust Inc.16,572$4,524 12/31/2023
     CAT16,572$4,524 12/31/2023
Eukles Asset Management15,273$4,516 12/31/2023
     CAT15,273$4,516 12/31/2023
Koshinski Asset Management Inc.15,268$4,514 12/31/2023
     CAT15,268$4,514 12/31/2023
TCI Wealth Advisors Inc.15,187$4,490 12/31/2023
     CAT15,187$4,490 12/31/2023
Wells Trecaso Financial Group LLC15,084$4,460 12/31/2023
     CAT15,084$4,460 12/31/2023
Richard Bernstein Advisors LLC15,070$4,456 12/31/2023
     CAT15,070$4,456 12/31/2023
Slow Capital Inc.12,149$4,452 03/31/2024
     CAT12,149$4,452 03/31/2024
RBF Capital LLC15,000$4,435 12/31/2023
     CAT15,000$4,435 12/31/2023
Equitable Trust Co.14,960$4,423 12/31/2023
     CAT14,960$4,423 12/31/2023
Tower View Investment Management & Research LLC14,951$4,420 12/31/2023
     CAT14,951$4,420 12/31/2023
Iowa State Bank14,943$4,418 12/31/2023
     CAT14,943$4,418 12/31/2023
Legacy CG LLC14,814$4,380 12/31/2023
     CAT14,814$4,380 12/31/2023
North Star Investment Management Corp.14,802$4,376 12/31/2023
     CAT14,802$4,376 12/31/2023
Castellan Group LLC14,791$4,373 12/31/2023
     CAT14,791$4,373 12/31/2023
FRG Family Wealth Advisors LLC14,791$4,373 12/31/2023
     CAT14,791$4,373 12/31/2023
Argyle Capital Management Inc.14,767$4,366 12/31/2023
     CAT14,767$4,366 12/31/2023
Creative Financial Designs Inc. ADV14,722$4,353 12/31/2023
     CAT14,722$4,353 12/31/2023
Integrated Wealth Concepts LLC14,722$4,353 12/31/2023
     CAT14,722$4,353 12/31/2023
Robertson Stephens Wealth Management LLC14,707$4,348 12/31/2023
     CAT14,707$4,348 12/31/2023
Point72 Asset Management L.P. $4,346 12/31/2023
     Call14,700$4,346 12/31/2023
Whitener Capital Management Inc.11,854$4,344 03/31/2024
     CAT11,854$4,344 03/31/2024
MEMBERS Trust Co14,630$4,343 12/31/2023
     CAT14,630$4,343 12/31/2023
Malaga Cove Capital LLC14,663$4,335 12/31/2023
     CAT14,663$4,335 12/31/2023
Steel Peak Wealth Management LLC11,827$4,334 03/31/2024
     CAT11,827$4,334 03/31/2024
Procyon Private Wealth Partners LLC11,683$4,281 03/31/2024
     CAT11,683$4,281 03/31/2024
Putnam Investments LLC14,436$4,268 12/31/2023
     CAT14,436$4,268 12/31/2023
New Hampshire Trust11,611$4,255 03/31/2024
     CAT11,611$4,255 03/31/2024
Freestone Capital Holdings LLC14,275$4,221 12/31/2023
     CAT14,275$4,221 12/31/2023
IronBridge Private Wealth LLC14,252$4,214 12/31/2023
     CAT14,252$4,214 12/31/2023
Spirit of America Management Corp NY11,490$4,210 03/31/2024
     CAT11,490$4,210 03/31/2024
Alberta Investment Management Corp14,200$4,199 12/31/2023
     CAT14,200$4,199 12/31/2023
Wright Investors Service Inc.14,135$4,179 12/31/2023
     CAT14,135$4,179 12/31/2023
Equitable Holdings Inc.14,119$4,175 12/31/2023
     CAT14,119$4,175 12/31/2023
DT Investment Partners LLC13,696$4,174 12/31/2023
     CAT13,696$4,174 12/31/2023
Clearbridge Investments LLC13,965$4,129 12/31/2023
     CAT13,965$4,129 12/31/2023
OneAscent Financial Services LLC11,265$4,128 03/31/2024
     CAT11,265$4,128 03/31/2024
KAMES CAPITAL plc11,247$4,119 03/31/2024
     CAT11,247$4,119 03/31/2024
Leuthold Group LLC13,888$4,106 12/31/2023
     CAT13,888$4,106 12/31/2023
Modus Advisors LLC11,200$4,104 03/31/2024
     CAT11,200$4,104 03/31/2024
Anchor Investment Management LLC13,872$4,101 12/31/2023
     CAT13,872$4,101 12/31/2023
Sigma Planning Corp13,647$4,035 12/31/2023
     CAT13,647$4,035 12/31/2023
Sowell Financial Services LLC13,524$3,999 12/31/2023
     CAT13,524$3,999 12/31/2023
Gilliland Jeter Wealth Management LLC13,474$3,984 12/31/2023
     CAT13,474$3,984 12/31/2023
Veriti Management LLC13,455$3,978 12/31/2023
     CAT13,455$3,978 12/31/2023
Bailard Inc.13,378$3,955 12/31/2023
     CAT13,378$3,955 12/31/2023
Wakefield Asset Management LLLP13,365$3,952 12/31/2023
     CAT13,365$3,952 12/31/2023
Wetherby Asset Management Inc.13,364$3,951 12/31/2023
     CAT13,364$3,951 12/31/2023
Seascape Capital Management13,341$3,945 12/31/2023
     CAT13,341$3,945 12/31/2023
Bridgeway Capital Management Inc.13,340$3,944 12/31/2023
     CAT13,340$3,944 12/31/2023
FJ Investments LLC13,300$3,932 12/31/2023
     CAT13,300$3,932 12/31/2023
U.S. Capital Wealth Advisors LLC13,277$3,926 12/31/2023
     CAT13,277$3,926 12/31/2023
Spire Wealth Management13,721$3,914 12/31/2023
     CAT13,721$3,914 12/31/2023
NewSquare Capital LLC13,228$3,911 12/31/2023
     CAT13,228$3,911 12/31/2023
FourThought Financial Partners LLC13,220$3,909 12/31/2023
     CAT13,220$3,909 12/31/2023
Traynor Capital Management Inc.10,655$3,904 03/31/2024
     CAT10,655$3,904 03/31/2024
Americana Partners LLC13,151$3,888 12/31/2023
     CAT13,151$3,888 12/31/2023
Ameritas Investment Partners Inc.13,079$3,867 12/31/2023
     CAT13,079$3,867 12/31/2023
MV Capital Management Inc.10,549$3,865 03/31/2024
     CAT10,549$3,865 03/31/2024
Blue Edge Capital LLC13,011$3,847 12/31/2023
     CAT13,011$3,847 12/31/2023
Principal Securities Inc.12,958$3,831 12/31/2023
     CAT12,958$3,831 12/31/2023
TCW Group Inc.12,907$3,831 12/31/2023
     CAT12,907$3,831 12/31/2023
Intact Investment Management Inc.12,940$3,826 12/31/2023
     CAT12,940$3,826 12/31/2023
Hayek Kallen Investment Management12,861$3,803 12/31/2023
     CAT12,861$3,803 12/31/2023
Pure Financial Advisors Inc.10,356$3,795 03/31/2024
     CAT10,356$3,795 03/31/2024
Liberty One Investment Management LLC12,738$3,766 12/31/2023
     CAT12,738$3,766 12/31/2023
Sapient Capital LLC12,700$3,755 12/31/2023
     CAT12,700$3,755 12/31/2023
NEOS Investment Management LLC12,683$3,750 12/31/2023
     CAT12,683$3,750 12/31/2023
Trust Co. of Toledo NA OH10,230$3,749 03/31/2024
     CAT10,230$3,749 03/31/2024
First Dallas Securities Inc.10,198$3,737 03/31/2024
     CAT10,198$3,737 03/31/2024
Oliver Luxxe Assets LLC10,174$3,728 03/31/2024
     CAT10,174$3,728 03/31/2024
SeaCrest Wealth Management LLC10,168$3,726 03/31/2024
     CAT10,168$3,726 03/31/2024
Azimuth Capital Investment Management LLC12,560$3,714 12/31/2023
     CAT12,560$3,714 12/31/2023
Ogorek Anthony Joseph NY ADV12,560$3,713 12/31/2023
     CAT12,560$3,713 12/31/2023
Tritonpoint Wealth LLC12,535$3,706 12/31/2023
     CAT12,535$3,706 12/31/2023
Barbara Oil Co.12,500$3,696 12/31/2023
     CAT12,500$3,696 12/31/2023
Thoroughbred Financial Services LLC12,464$3,685 12/31/2023
     CAT12,464$3,685 12/31/2023
StoneX Group Inc.12,474$3,681 12/31/2023
     CAT12,474$3,681 12/31/2023
KMG Fiduciary Partners LLC10,019$3,671 03/31/2024
     CAT10,019$3,671 03/31/2024
RSM US Wealth Management LLC12,390$3,663 12/31/2023
     CAT12,390$3,663 12/31/2023
Ledyard National Bank12,360$3,654 12/31/2023
     CAT12,360$3,654 12/31/2023
Montag A & Associates Inc.12,275$3,629 12/31/2023
     CAT12,275$3,629 12/31/2023
Occidental Asset Management LLC9,869$3,616 03/31/2024
     CAT9,869$3,616 03/31/2024
Cumberland Advisors Inc.9,850$3,609 03/31/2024
     CAT9,850$3,609 03/31/2024
Capital Markets Trading UK LLP $3,607 12/31/2023
     Call58,600$17,326 12/31/2023
     Put46,400$13,719 12/31/2023
Kingsview Wealth Management LLC12,185$3,603 12/31/2023
     CAT12,185$3,603 12/31/2023
J.P. Marvel Investment Advisors LLC12,169$3,598 12/31/2023
     CAT12,169$3,598 12/31/2023
Jacobi Capital Management LLC12,157$3,594 12/31/2023
     CAT12,157$3,594 12/31/2023
Geneva Partners LLC12,150$3,593 12/31/2023
     CAT12,150$3,593 12/31/2023
Caldwell Sutter Capital Inc.12,130$3,586 12/31/2023
     CAT12,130$3,586 12/31/2023
Trust Co. of Vermont12,130$3,586 12/31/2023
     CAT12,130$3,586 12/31/2023
Financial Advisory Service Inc.12,104$3,579 12/31/2023
     CAT12,104$3,579 12/31/2023
Legacy Financial Strategies LLC9,686$3,549 03/31/2024
     CAT9,686$3,549 03/31/2024
Cullen Frost Bankers Inc.11,846$3,502 12/31/2023
     CAT11,846$3,502 12/31/2023
Cambridge Advisors Inc.9,546$3,498 03/31/2024
     CAT9,546$3,498 03/31/2024
Wesbanco Bank Inc.11,761$3,477 12/31/2023
     CAT11,761$3,477 12/31/2023
Leavell Investment Management Inc.11,709$3,462 12/31/2023
     CAT11,709$3,462 12/31/2023
Global Trust Asset Management LLC9,413$3,449 03/31/2024
     CAT9,413$3,449 03/31/2024
Hennessy Advisors Inc.9,400$3,444 03/31/2024
     CAT9,400$3,444 03/31/2024
Public Sector Pension Investment Board11,640$3,442 12/31/2023
     CAT11,640$3,442 12/31/2023
BLB&B Advisors LLC11,624$3,437 12/31/2023
     CAT11,624$3,437 12/31/2023
Coldstream Capital Management Inc.11,604$3,431 12/31/2023
     CAT11,604$3,431 12/31/2023
Tokio Marine Asset Management Co. Ltd.11,589$3,427 12/31/2023
     CAT11,589$3,427 12/31/2023
Buckley Wealth Management LLC9,347$3,425 03/31/2024
     CAT9,347$3,425 03/31/2024
Atomi Financial Group Inc.11,583$3,425 12/31/2023
     CAT11,583$3,425 12/31/2023
Occudo Quantitative Strategies LP11,574$3,422 12/31/2023
     CAT11,574$3,422 12/31/2023
Global Wealth Management Investment Advisory Inc.11,535$3,411 12/31/2023
     CAT11,535$3,411 12/31/2023
Signaturefd LLC11,507$3,402 12/31/2023
     CAT11,507$3,402 12/31/2023
Nicholas Hoffman & Company LLC.11,497$3,399 12/31/2023
     CAT11,497$3,399 12/31/2023
Money Concepts Capital Corp11,477$3,394 12/31/2023
     CAT11,477$3,394 12/31/2023
MWA Asset Management11,478$3,394 12/31/2023
     CAT11,478$3,394 12/31/2023
Profund Advisors LLC11,451$3,386 12/31/2023
     CAT11,451$3,386 12/31/2023
Essex Financial Services Inc.11,441$3,383 12/31/2023
     CAT11,441$3,383 12/31/2023
Johnson Investment Counsel Inc.11,408$3,373 12/31/2023
     CAT11,408$3,373 12/31/2023
Gluskin Sheff & Assoc Inc.11,239$3,323 12/31/2023
     CAT11,239$3,323 12/31/2023
Heritage Trust Co11,208$3,314 12/31/2023
     CAT11,208$3,314 12/31/2023
Gladstone Institutional Advisory LLC11,210$3,314 12/31/2023
     CAT11,210$3,314 12/31/2023
Capital Investment Counsel Inc11,135$3,292 12/31/2023
     CAT11,135$3,292 12/31/2023
River Street Advisors LLC8,967$3,286 03/31/2024
     CAT8,967$3,286 03/31/2024
Regency Capital Management Inc. DE11,106$3,284 12/31/2023
     CAT11,106$3,284 12/31/2023
Graphene Investments SAS11,100$3,282 12/31/2023
     CAT11,100$3,282 12/31/2023
Cullen Investment Group LTD.8,953$3,266 03/31/2024
     CAT8,953$3,266 03/31/2024
Strategic Advisors LLC11,033$3,262 12/31/2023
     CAT11,033$3,262 12/31/2023
Gould Capital LLC11,021$3,259 12/31/2023
     CAT11,021$3,259 12/31/2023
JNB Advisors LLC11,015$3,257 12/31/2023
     CAT11,015$3,257 12/31/2023
CPA Asset Management LLC11,009$3,255 12/31/2023
     CAT11,009$3,255 12/31/2023
Adirondack Trust Co.8,864$3,248 03/31/2024
     CAT8,864$3,248 03/31/2024
Summit Financial LLC10,963$3,242 12/31/2023
     CAT10,963$3,242 12/31/2023
Asset Management Group Inc.10,955$3,239 12/31/2023
     CAT10,955$3,239 12/31/2023
Gouws Capital LLC10,942$3,235 12/31/2023
     CAT10,942$3,235 12/31/2023
Brown Brothers Harriman & Co.10,875$3,215 12/31/2023
     CAT10,875$3,215 12/31/2023
Ellis Investment Partners LLC8,770$3,213 03/31/2024
     CAT8,770$3,213 03/31/2024
Midland Wealth Advisors LLC10,827$3,201 12/31/2023
     CAT10,827$3,201 12/31/2023
Boyd Watterson Asset Management LLC OH10,812$3,197 12/31/2023
     CAT10,812$3,197 12/31/2023
Park National Corp OH8,686$3,183 03/31/2024
     CAT8,686$3,183 03/31/2024
Altshuler Shaham Ltd10,756$3,180 12/31/2023
     CAT10,756$3,180 12/31/2023
Atlantic Union Bankshares Corp8,674$3,178 03/31/2024
     CAT8,674$3,178 03/31/2024
Whalerock Point Partners LLC10,742$3,176 12/31/2023
     CAT10,742$3,176 12/31/2023
Evercore Wealth Management LLC10,726$3,171 12/31/2023
     CAT10,726$3,171 12/31/2023
IHT Wealth Management LLC10,683$3,159 12/31/2023
     CAT10,683$3,159 12/31/2023
Private Trust Co. NA10,665$3,153 12/31/2023
     CAT10,665$3,153 12/31/2023
Group One Trading L.P. $3,134 12/31/2023
     Call41,400$12,241 12/31/2023
     Put30,800$9,107 12/31/2023
Smith Moore & CO.10,528$3,113 12/31/2023
     CAT10,528$3,113 12/31/2023
Capital Asset Advisory Services LLC8,196$3,109 03/31/2024
     CAT8,196$3,109 03/31/2024
Centiva Capital LP $3,102 12/31/2023
     Call12,000$3,548 12/31/2023
     Put2,500$739 12/31/2023
     CAT990$293 12/31/2023
Mitchell Mcleod Pugh & Williams Inc.10,480$3,099 12/31/2023
     CAT10,480$3,099 12/31/2023
Mystic Asset Management Inc.10,478$3,098 12/31/2023
     CAT10,478$3,098 12/31/2023
Pinnacle Holdings LLC10,461$3,093 12/31/2023
     CAT10,461$3,093 12/31/2023
Naples Global Advisors LLC10,445$3,088 12/31/2023
     CAT10,445$3,088 12/31/2023
Monetary Management Group Inc.10,392$3,073 12/31/2023
     CAT10,392$3,073 12/31/2023
Kinloch Capital LLC10,378$3,068 12/31/2023
     CAT10,378$3,068 12/31/2023
Donaldson Capital Management LLC10,373$3,067 12/31/2023
     CAT10,373$3,067 12/31/2023
Murphy Middleton Hinkle & Parker Inc.8,347$3,059 03/31/2024
     CAT8,347$3,059 03/31/2024
PFG Advisors10,338$3,057 12/31/2023
     CAT10,338$3,057 12/31/2023
Mission Creek Capital Partners Inc.10,335$3,056 12/31/2023
     CAT10,335$3,056 12/31/2023
Boltwood Capital Management8,279$3,034 03/31/2024
     CAT8,279$3,034 03/31/2024
Sound View Wealth Advisors Group LLC10,263$3,034 12/31/2023
     CAT10,263$3,034 12/31/2023
Chapin Davis Inc.8,255$3,025 03/31/2024
     CAT8,255$3,025 03/31/2024
Assetmark Inc.10,214$3,020 12/31/2023
     CAT10,214$3,020 12/31/2023
IPG Investment Advisors LLC10,207$3,018 12/31/2023
     CAT10,207$3,018 12/31/2023
Beck Capital Management LLC10,185$3,011 12/31/2023
     CAT10,185$3,011 12/31/2023
Truvestments Capital LLC10,166$3,006 12/31/2023
     CAT10,166$3,006 12/31/2023
1ST Source Bank10,129$2,995 12/31/2023
     CAT10,129$2,995 12/31/2023
Ignite Planners LLC8,176$2,974 03/31/2024
     CAT8,176$2,974 03/31/2024
Radnor Capital Management LLC8,087$2,963 03/31/2024
     CAT8,087$2,963 03/31/2024
Schnieders Capital Management LLC10,009$2,959 12/31/2023
     CAT10,009$2,959 12/31/2023
Baldwin Investment Management LLC9,993$2,955 12/31/2023
     CAT9,993$2,955 12/31/2023
Point72 Europe London LLP9,962$2,945 12/31/2023
     CAT9,962$2,945 12/31/2023
AAFMAA Wealth Management & Trust LLC9,924$2,934 12/31/2023
     CAT9,924$2,934 12/31/2023
Cohen Klingenstein LLC8,000$2,931 03/31/2024
     CAT8,000$2,931 03/31/2024
We Are One Seven LLC9,907$2,929 12/31/2023
     CAT9,907$2,929 12/31/2023
Pinnacle Wealth Management LLC9,898$2,927 12/31/2023
     CAT9,898$2,927 12/31/2023
Ibex Wealth Advisors7,960$2,917 03/31/2024
     CAT7,960$2,917 03/31/2024
Hoylecohen LLC9,833$2,907 12/31/2023
     CAT9,833$2,907 12/31/2023
CAPROCK Group Inc.9,833$2,907 12/31/2023
     CAT9,833$2,907 12/31/2023
Finer Wealth Management Inc.9,775$2,890 12/31/2023
     CAT9,775$2,890 12/31/2023
Hudock Inc.9,767$2,888 12/31/2023
     CAT9,767$2,888 12/31/2023
HRT Financial LP $2,883 12/31/2023
     CAT8,453$2,499 12/31/2023
     PUT1,300$384 12/31/2023
Mill Capital Management LLC9,737$2,879 12/31/2023
     CAT9,737$2,879 12/31/2023
McKinley Carter Wealth Services Inc.9,625$2,846 12/31/2023
     CAT9,625$2,846 12/31/2023
Wellington Shields & Co. LLC9,608$2,841 12/31/2023
     CAT9,608$2,841 12/31/2023
Transform Wealth LLC7,741$2,836 03/31/2024
     CAT7,741$2,836 03/31/2024
Core Wealth Advisors Inc.9,529$2,817 12/31/2023
     CAT9,529$2,817 12/31/2023
Argent Trust Co9,504$2,810 12/31/2023
     CAT9,504$2,810 12/31/2023
First National Bank & Trust Co. of Newtown9,489$2,806 12/31/2023
     CAT9,489$2,806 12/31/2023
Palisade Asset Management LLC9,472$2,801 12/31/2023
     CAT9,472$2,801 12/31/2023
Exchange Bank7,578$2,777 03/31/2024
     CAT7,578$2,777 03/31/2024
D. Scott Neal Inc.7,549$2,766 03/31/2024
     CAT7,549$2,766 03/31/2024
Aire Advisors LLC9,340$2,762 12/31/2023
     CAT9,340$2,762 12/31/2023
RB Capital Management LLC9,286$2,746 12/31/2023
     CAT9,286$2,746 12/31/2023
South Dakota Investment Council9,224$2,727 12/31/2023
     CAT9,224$2,727 12/31/2023
BNC Wealth Management LLC7,361$2,697 03/31/2024
     CAT7,361$2,697 03/31/2024
Avitas Wealth Management LLC9,123$2,697 12/31/2023
     CAT9,123$2,697 12/31/2023
TI Trust Inc.9,097$2,690 12/31/2023
     CAT9,097$2,690 12/31/2023
Loudon Investment Management LLC9,043$2,674 12/31/2023
     CAT9,043$2,674 12/31/2023
LMG Wealth Partners LLC9,038$2,672 12/31/2023
     CAT9,038$2,672 12/31/2023
Atlas Brown Inc.7,281$2,668 03/31/2024
     CAT7,281$2,668 03/31/2024
Franklin Street Advisors Inc. NC7,265$2,662 03/31/2024
     CAT7,265$2,662 03/31/2024
Mather Group LLC.7,236$2,651 03/31/2024
     CAT7,236$2,651 03/31/2024
Berkshire Bank8,934$2,642 12/31/2023
     CAT8,934$2,642 12/31/2023
Boston Private Wealth LLC8,891$2,629 12/31/2023
     CAT8,891$2,629 12/31/2023
HBK Sorce Advisory LLC8,878$2,625 12/31/2023
     CAT8,878$2,625 12/31/2023
EP Wealth Advisors LLC8,878$2,625 12/31/2023
     CAT8,878$2,625 12/31/2023
Level Four Advisory Services LLC8,874$2,624 12/31/2023
     CAT8,874$2,624 12/31/2023
Becker Capital Management Inc.8,851$2,617 12/31/2023
     CAT8,851$2,617 12/31/2023
Hanson & Doremus Investment Management8,823$2,609 12/31/2023
     CAT8,823$2,609 12/31/2023
Triangle Securities Wealth Management7,115$2,607 03/31/2024
     CAT7,115$2,607 03/31/2024
Wade G W & Inc.8,782$2,597 12/31/2023
     CAT8,782$2,597 12/31/2023
Ballentine Partners LLC7,083$2,596 03/31/2024
     CAT7,083$2,596 03/31/2024
Arete Wealth Advisors LLC8,747$2,586 12/31/2023
     CAT8,747$2,586 12/31/2023
Nilsine Partners LLC8,724$2,579 12/31/2023
     CAT8,724$2,579 12/31/2023
Smith Salley & Associates8,672$2,564 12/31/2023
     CAT8,672$2,564 12/31/2023
Cornell Pochily Investment Advisors Inc.8,647$2,557 12/31/2023
     CAT8,647$2,557 12/31/2023
Moneta Group Investment Advisors LLC8,614$2,547 12/31/2023
     CAT8,614$2,547 12/31/2023
Fifth Third Wealth Advisors LLC6,942$2,544 03/31/2024
     CAT6,942$2,544 03/31/2024
Meeder Advisory Services Inc.8,579$2,537 12/31/2023
     CAT8,579$2,537 12/31/2023
J.W. Cole Advisors Inc.8,573$2,535 12/31/2023
     CAT8,573$2,535 12/31/2023
Douglass Winthrop Advisors LLC8,570$2,534 12/31/2023
     CAT8,570$2,534 12/31/2023
Garrett Investment Advisors LLC6,878$2,520 03/31/2024
     CAT6,878$2,520 03/31/2024
Diversified Trust Co6,863$2,515 03/31/2024
     CAT6,863$2,515 03/31/2024
Worth Asset Management LLC6,843$2,507 03/31/2024
     CAT6,843$2,507 03/31/2024
Investors Asset Management of Georgia Inc. GA ADV8,493$2,504 12/31/2023
     CAT8,493$2,504 12/31/2023
Cornercap Investment Counsel Inc.8,423$2,490 12/31/2023
     CAT8,423$2,490 12/31/2023
RFG Advisory LLC6,783$2,485 03/31/2024
     CAT6,783$2,485 03/31/2024
Arbor Trust Wealth Advisors LLC6,668$2,481 03/31/2024
     CAT6,668$2,481 03/31/2024
Court Place Advisors LLC8,339$2,465 12/31/2023
     CAT8,339$2,465 12/31/2023
Sumitomo Life Insurance Co.8,325$2,461 12/31/2023
     CAT8,325$2,461 12/31/2023
Compton Wealth Advisory Group LLC6,693$2,453 03/31/2024
     CAT6,693$2,453 03/31/2024
FLC Capital Advisors8,287$2,450 12/31/2023
     CAT8,287$2,450 12/31/2023
First Horizon Advisors Inc.8,270$2,445 12/31/2023
     CAT8,270$2,445 12/31/2023
Oak Asset Management LLC6,645$2,435 03/31/2024
     CAT6,645$2,435 03/31/2024
Westpac Banking Corp8,215$2,429 12/31/2023
     CAT8,215$2,429 12/31/2023
Vise Technologies Inc.8,209$2,427 12/31/2023
     CAT8,209$2,427 12/31/2023
Oxbow Advisors LLC8,206$2,426 12/31/2023
     CAT8,206$2,426 12/31/2023
Citizens Financial Group Inc RI8,199$2,424 12/31/2023
     CAT8,199$2,424 12/31/2023
ST Germain D J Co. Inc.6,604$2,420 03/31/2024
     CAT6,604$2,420 03/31/2024
TKG Advisors LLC8,185$2,420 12/31/2023
     CAT8,185$2,420 12/31/2023
United Community Bank8,184$2,420 12/31/2023
     CAT8,184$2,420 12/31/2023
Wedmont Private Capital6,474$2,408 03/31/2024
     CAT6,474$2,408 03/31/2024
Argent Advisors Inc.8,127$2,403 12/31/2023
     CAT8,127$2,403 12/31/2023
Greenfield Savings Bank6,531$2,393 03/31/2024
     CAT6,531$2,393 03/31/2024
JPL Wealth Management LLC8,093$2,393 12/31/2023
     CAT8,093$2,393 12/31/2023
Bowen Hanes & Co. Inc.8,059$2,383 12/31/2023
     CAT8,059$2,383 12/31/2023
Brevan Howard Capital Management LP8,043$2,378 12/31/2023
     CAT8,043$2,378 12/31/2023
Fruth Investment Management8,033$2,375 12/31/2023
     CAT8,033$2,375 12/31/2023
Cynosure Management LLC7,981$2,360 12/31/2023
     CAT7,981$2,360 12/31/2023
MidWestOne Financial Group Inc.7,958$2,353 12/31/2023
     CAT7,958$2,353 12/31/2023
NBC Securities Inc.6,393$2,342 03/31/2024
     CAT6,393$2,342 03/31/2024
Strategic Planning Group LLC6,355$2,329 03/31/2024
     CAT6,355$2,329 03/31/2024
Lowe Brockenbrough & Co. Inc.7,870$2,327 12/31/2023
     CAT7,870$2,327 12/31/2023
Howland Capital Management LLC7,830$2,315 12/31/2023
     CAT7,830$2,315 12/31/2023
Gifford Fong Associates7,800$2,306 12/31/2023
     CAT7,800$2,306 12/31/2023
Oarsman Capital Inc.7,765$2,296 12/31/2023
     CAT7,765$2,296 12/31/2023
Field & Main Bank7,758$2,294 12/31/2023
     CAT7,758$2,294 12/31/2023
Trust Investment Advisors7,735$2,287 12/31/2023
     CAT7,735$2,287 12/31/2023
Dorsey & Whitney Trust CO LLC7,709$2,279 12/31/2023
     CAT7,709$2,279 12/31/2023
Acadian Asset Management LLC7,710$2,277 12/31/2023
     CAT7,710$2,277 12/31/2023
JBR Co Financial Management Inc7,622$2,254 12/31/2023
     CAT7,622$2,254 12/31/2023
Secured Retirement Advisors LLC7,609$2,250 12/31/2023
     CAT7,609$2,250 12/31/2023
Stone Point Wealth LLC7,561$2,236 12/31/2023
     CAT7,561$2,236 12/31/2023
Penobscot Investment Management Company Inc.7,555$2,234 12/31/2023
     CAT7,555$2,234 12/31/2023
Verdence Capital Advisors LLC7,553$2,233 12/31/2023
     CAT7,553$2,233 12/31/2023
Columbia Trust Co 010120167,542$2,230 12/31/2023
     CAT7,542$2,230 12/31/2023
Ritholtz Wealth Management7,536$2,228 12/31/2023
     CAT7,536$2,228 12/31/2023
Symmetry Partners LLC6,049$2,217 03/31/2024
     CAT6,049$2,217 03/31/2024
Colony Group LLC7,478$2,211 12/31/2023
     CAT7,478$2,211 12/31/2023
Stoneridge Investment Partners LLC7,476$2,210 12/31/2023
     CAT7,476$2,210 12/31/2023
Westwood Holdings Group Inc.7,445$2,201 12/31/2023
     CAT7,445$2,201 12/31/2023
Cambridge Trust Co.7,428$2,196 12/31/2023
     CAT7,428$2,196 12/31/2023
Truepoint Inc.7,420$2,194 12/31/2023
     CAT7,420$2,194 12/31/2023
Focused Wealth Management Inc7,412$2,191 12/31/2023
     CAT7,412$2,191 12/31/2023
First National Bank Sioux Falls5,970$2,188 03/31/2024
     CAT5,970$2,188 03/31/2024
Sargent Investment Group LLC7,394$2,186 12/31/2023
     CAT7,394$2,186 12/31/2023
Richelieu Gestion PLC5,958$2,183 03/31/2024
     CAT5,958$2,183 03/31/2024
Qtron Investments LLC7,371$2,179 12/31/2023
     CAT7,371$2,179 12/31/2023
Eagle Rock Investment Company LLC5,925$2,171 03/31/2024
     CAT5,925$2,171 03/31/2024
Marshall Wace LLP7,292$2,156 12/31/2023
     CAT7,292$2,156 12/31/2023
AXS Investments LLC7,264$2,148 12/31/2023
     CAT7,264$2,148 12/31/2023
Fort Point Capital Partners LLC7,237$2,140 12/31/2023
     CAT7,237$2,140 12/31/2023
Wiley BROS. Aintree Capital LLC5,825$2,134 03/31/2024
     CAT5,825$2,134 03/31/2024
Insight Wealth Strategies LLC5,823$2,134 03/31/2024
     CAT5,823$2,134 03/31/2024
Charles Schwab Trust Co5,822$2,133 03/31/2024
     CAT5,822$2,133 03/31/2024
BCM Advisors LLC7,000$2,133 12/31/2023
     CAT7,000$2,133 12/31/2023
Valley Brook Capital Group7,200$2,129 12/31/2023
     CAT7,200$2,129 12/31/2023
Rockland Trust Co.5,757$2,110 03/31/2024
     CAT5,757$2,110 03/31/2024
Naviter Wealth LLC5,754$2,108 03/31/2024
     CAT5,754$2,108 03/31/2024
Legacy Bridge LLC7,130$2,108 12/31/2023
     CAT7,130$2,108 12/31/2023
Cross Staff Investments Inc7,104$2,100 12/31/2023
     CAT7,104$2,100 12/31/2023
Ramirez Asset Management Inc.7,078$2,093 12/31/2023
     CAT7,078$2,093 12/31/2023
Gables Capital Management Inc.7,070$2,090 12/31/2023
     CAT7,070$2,090 12/31/2023
Providence Wealth Advisors LLC7,068$2,090 12/31/2023
     CAT7,068$2,090 12/31/2023
WBH Advisory Inc.5,684$2,083 03/31/2024
     CAT5,684$2,083 03/31/2024
Cascade Investment Advisors Inc.7,010$2,073 12/31/2023
     CAT7,010$2,073 12/31/2023
Wilson & Boucher Capital Management LLC6,981$2,064 12/31/2023
     CAT6,981$2,064 12/31/2023
Weatherly Asset Management L. P.6,968$2,060 12/31/2023
     CAT6,968$2,060 12/31/2023
Quest Investment Management LLC6,968$2,060 12/31/2023
     CAT6,968$2,060 12/31/2023
Horizon Kinetics Asset Management LLC6,959$2,058 12/31/2023
     CAT6,959$2,058 12/31/2023
Wintrust Investments LLC6,959$2,057 12/31/2023
     CAT6,959$2,057 12/31/2023
AMG National Trust Bank6,958$2,057 12/31/2023
     CAT6,958$2,057 12/31/2023
CFM Wealth Partners LLC5,588$2,048 03/31/2024
     CAT5,588$2,048 03/31/2024
LGT Group Foundation6,850$2,034 12/31/2023
     CAT6,850$2,034 12/31/2023
XML Financial LLC6,858$2,028 12/31/2023
     CAT6,858$2,028 12/31/2023
Staley Capital Advisers Inc.6,814$2,015 12/31/2023
     CAT6,814$2,015 12/31/2023
True North Advisors LLC5,495$2,013 03/31/2024
     CAT5,495$2,013 03/31/2024
Hilton Capital Management LLC6,783$2,006 12/31/2023
     CAT6,783$2,006 12/31/2023
Trueblood Wealth Management LLC6,765$2,000 12/31/2023
     CAT6,765$2,000 12/31/2023
Retirement Planning Co of New England Inc.6,743$1,994 12/31/2023
     CAT6,743$1,994 12/31/2023
AlTi Global Inc.6,736$1,992 12/31/2023
     CAT6,736$1,992 12/31/2023
Papp L Roy & Associates5,432$1,990 03/31/2024
     CAT5,432$1,990 03/31/2024
Quadrant Capital Group LLC6,722$1,987 12/31/2023
     CAT6,722$1,987 12/31/2023
Little House Capital LLC5,420$1,986 03/31/2024
     CAT5,420$1,986 03/31/2024
Honkamp Krueger Financial Services Inc.6,718$1,986 12/31/2023
     CAT6,718$1,986 12/31/2023
Indiana Trust & Investment Management CO5,416$1,985 03/31/2024
     CAT5,416$1,985 03/31/2024
Tyche Wealth Partners LLC6,712$1,985 12/31/2023
     CAT6,712$1,985 12/31/2023
Csenge Advisory Group6,703$1,982 12/31/2023
     CAT6,703$1,982 12/31/2023
AR Asset Management Inc.6,700$1,981 12/31/2023
     CAT6,700$1,981 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management6,695$1,980 12/31/2023
     CAT6,695$1,980 12/31/2023
Nemes Rush Group LLC6,688$1,978 12/31/2023
     CAT6,688$1,978 12/31/2023
Sequent Asset Management LLC5,375$1,969 03/31/2024
     CAT5,375$1,969 03/31/2024
CoreCap Advisors LLC6,649$1,966 12/31/2023
     CAT6,649$1,966 12/31/2023
Imprint Wealth LLC6,636$1,962 12/31/2023
     CAT6,636$1,962 12/31/2023
Western Wealth Management LLC6,626$1,959 12/31/2023
     CAT6,626$1,959 12/31/2023
Temasek Holdings Private Ltd6,615$1,956 12/31/2023
     CAT6,615$1,956 12/31/2023
Warren Averett Asset Management LLC6,606$1,953 12/31/2023
     CAT6,606$1,953 12/31/2023
Argus Investors Counsel Inc.6,600$1,951 12/31/2023
     CAT6,600$1,951 12/31/2023
Two Sigma Investments LP6,600$1,951 12/31/2023
     CAT6,600$1,951 12/31/2023
Parallel Advisors LLC6,595$1,950 12/31/2023
     CAT6,595$1,950 12/31/2023
Zhang Financial LLC6,593$1,949 12/31/2023
     CAT6,593$1,949 12/31/2023
Concord Wealth Partners6,587$1,948 12/31/2023
     CAT6,587$1,948 12/31/2023
Orleans Capital Management Corp LA6,585$1,947 12/31/2023
     CAT6,585$1,947 12/31/2023
Modera Wealth Management LLC6,556$1,938 12/31/2023
     CAT6,556$1,938 12/31/2023
West Oak Capital LLC5,287$1,937 03/31/2024
     CAT5,287$1,937 03/31/2024
L2 Asset Management LLC6,533$1,932 12/31/2023
     CAT6,533$1,932 12/31/2023
Courier Capital LLC5,266$1,930 03/31/2024
     CAT5,266$1,930 03/31/2024
Affinity Investment Advisors LLC6,514$1,926 12/31/2023
     CAT6,514$1,926 12/31/2023
Cozad Asset Management Inc.6,506$1,924 12/31/2023
     CAT6,506$1,924 12/31/2023
Inspire Advisors LLC6,508$1,924 12/31/2023
     CAT6,508$1,924 12/31/2023
Woodmont Investment Counsel LLC5,219$1,912 03/31/2024
     CAT5,219$1,912 03/31/2024
Foundations Investment Advisors LLC6,158$1,895 12/31/2023
     CAT6,158$1,895 12/31/2023
WealthPLAN Partners LLC6,404$1,893 12/31/2023
     CAT6,404$1,893 12/31/2023
Insigneo Advisory Services LLC6,402$1,893 12/31/2023
     CAT6,402$1,893 12/31/2023
Rollins Financial6,395$1,891 12/31/2023
     CAT6,395$1,891 12/31/2023
Rollins Financial Advisors LLC6,395$1,891 12/31/2023
     CAT6,395$1,891 12/31/2023
GAMMA Investing LLC5,156$1,889 03/31/2024
     CAT5,156$1,889 03/31/2024
International Assets Investment Management LLC5,180$1,884 03/31/2024
     CAT5,180$1,884 03/31/2024
Eads & Heald Wealth Management6,372$1,884 12/31/2023
     CAT6,372$1,884 12/31/2023
Harbour Investments Inc.6,359$1,880 12/31/2023
     CAT6,359$1,880 12/31/2023
Thompson Siegel & Walmsley LLC6,337$1,874 12/31/2023
     CAT6,337$1,874 12/31/2023
V Square Quantitative Management LLC6,323$1,870 12/31/2023
     CAT6,323$1,870 12/31/2023
Forum Financial Management LP6,260$1,851 12/31/2023
     CAT6,260$1,851 12/31/2023
Strategic Investment Advisors MI6,253$1,849 12/31/2023
     CAT6,253$1,849 12/31/2023
Massachusetts Wealth Management6,227$1,841 12/31/2023
     CAT6,227$1,841 12/31/2023
Watershed Private Wealth LLC6,215$1,838 12/31/2023
     CAT6,215$1,838 12/31/2023
DHJJ Financial Advisors Ltd.5,011$1,836 03/31/2024
     CAT5,011$1,836 03/31/2024
Coastline Trust Co6,210$1,836 12/31/2023
     CAT6,210$1,836 12/31/2023
Osborne Partners Capital Management LLC6,197$1,832 12/31/2023
     CAT6,197$1,832 12/31/2023
Good Life Advisors LLC6,166$1,823 12/31/2023
     CAT6,166$1,823 12/31/2023
Checchi Capital Advisers LLC6,137$1,815 12/31/2023
     CAT6,137$1,815 12/31/2023
Intellectus Partners LLC6,115$1,808 12/31/2023
     CAT6,115$1,808 12/31/2023
Haverford Trust Co.6,108$1,806 12/31/2023
     CAT6,108$1,806 12/31/2023
Emprise Bank4,920$1,803 03/31/2024
     CAT4,920$1,803 03/31/2024
Bragg Financial Advisors Inc6,093$1,802 12/31/2023
     CAT6,093$1,802 12/31/2023
Modern Wealth Management LLC6,089$1,800 12/31/2023
     CAT6,089$1,800 12/31/2023
Choate Investment Advisors6,071$1,795 12/31/2023
     CAT6,071$1,795 12/31/2023
Essex Savings Bank6,052$1,789 12/31/2023
     CAT6,052$1,789 12/31/2023
Douglas Lane & Associates LLC4,877$1,787 03/31/2024
     CAT4,877$1,787 03/31/2024
Lifeworks Advisors LLC6,014$1,778 12/31/2023
     CAT6,014$1,778 12/31/2023
Crown Oak Advisors LLC6,000$1,774 12/31/2023
     CAT6,000$1,774 12/31/2023
Bridgewater Associates LP5,997$1,773 12/31/2023
     CAT5,997$1,773 12/31/2023
Stonegate Investment Group LLC5,988$1,771 12/31/2023
     CAT5,988$1,771 12/31/2023
Keudell Morrison Wealth Management5,987$1,770 12/31/2023
     CAT5,987$1,770 12/31/2023
Pine Valley Investments Ltd Liability Co5,976$1,767 12/31/2023
     CAT5,976$1,767 12/31/2023
Optimum Investment Advisors4,808$1,762 03/31/2024
     CAT4,808$1,762 03/31/2024
G&S Capital LLC4,785$1,753 03/31/2024
     CAT4,785$1,753 03/31/2024
Tanglewood Legacy Advisors LLC4,785$1,753 03/31/2024
     CAT4,785$1,753 03/31/2024
Clarius Group LLC4,758$1,744 03/31/2024
     CAT4,758$1,744 03/31/2024
Moody National Bank Trust Division4,749$1,740 03/31/2024
     CAT4,749$1,740 03/31/2024
Arkadios Wealth Advisors5,885$1,740 12/31/2023
     CAT5,885$1,740 12/31/2023
Washington Trust Bank5,879$1,738 12/31/2023
     CAT5,879$1,738 12/31/2023
Cooper Financial Group4,722$1,730 03/31/2024
     CAT4,722$1,730 03/31/2024
Benedict Financial Advisors Inc.5,837$1,726 12/31/2023
     CAT5,837$1,726 12/31/2023
Portside Wealth Group LLC4,698$1,721 03/31/2024
     CAT4,698$1,721 03/31/2024
Spreng Capital Management Inc.5,803$1,716 12/31/2023
     CAT5,803$1,716 12/31/2023
Convergence Investment Partners LLC5,797$1,714 12/31/2023
     CAT5,797$1,714 12/31/2023
Farmers Trust Co.4,675$1,713 03/31/2024
     CAT4,675$1,713 03/31/2024
Jaffetilchin Investment Partners LLC5,791$1,712 12/31/2023
     CAT5,791$1,712 12/31/2023
Miracle Mile Advisors LLC4,667$1,710 03/31/2024
     CAT4,667$1,710 03/31/2024
River Wealth Advisors LLC5,757$1,702 12/31/2023
     CAT5,757$1,702 12/31/2023
SevenBridge Financial Group LLC5,755$1,702 12/31/2023
     CAT5,755$1,702 12/31/2023
Silverlake Wealth Management LLC4,612$1,690 03/31/2024
     CAT4,612$1,690 03/31/2024
Cottage Street Advisors LLC5,717$1,689 12/31/2023
     CAT5,717$1,689 12/31/2023
Worldquant Millennium Advisors LLC5,702$1,686 12/31/2023
     CAT5,702$1,686 12/31/2023
Mattern Wealth Management LLC5,699$1,685 12/31/2023
     CAT5,699$1,685 12/31/2023
Duality Advisers LP5,674$1,678 12/31/2023
     CAT5,674$1,678 12/31/2023
IFP Advisors Inc5,666$1,675 12/31/2023
     CAT5,666$1,675 12/31/2023
Beaton Management Co. Inc.5,653$1,671 12/31/2023
     CAT5,653$1,671 12/31/2023
Allen Capital Group LLC4,557$1,670 03/31/2024
     CAT4,557$1,670 03/31/2024
Exencial Wealth Advisors LLC5,645$1,669 12/31/2023
     CAT5,645$1,669 12/31/2023
Duff & Phelps Investment Management Co.5,640$1,668 12/31/2023
     CAT5,640$1,668 12/31/2023
Legacy Advisors LLC5,637$1,667 12/31/2023
     CAT5,637$1,667 12/31/2023
Investment House LLC5,623$1,663 12/31/2023
     CAT5,623$1,663 12/31/2023
Advisors Management Group Inc. ADV5,614$1,660 12/31/2023
     CAT5,614$1,660 12/31/2023
Brighton Jones LLC5,610$1,659 12/31/2023
     CAT5,610$1,659 12/31/2023
Westhampton Capital LLC4,510$1,653 03/31/2024
     CAT4,510$1,653 03/31/2024
Norway Savings Bank4,502$1,650 03/31/2024
     CAT4,502$1,650 03/31/2024
Shepherd Financial Partners LLC5,576$1,649 12/31/2023
     CAT5,576$1,649 12/31/2023
Cornerstone Wealth Group LLC4,484$1,643 03/31/2024
     CAT4,484$1,643 03/31/2024
Allen Wealth Management LLC5,558$1,643 12/31/2023
     CAT5,558$1,643 12/31/2023
Lindbrook Capital LLC5,540$1,638 12/31/2023
     CAT5,540$1,638 12/31/2023
Pacific Wealth Strategies Group Inc.5,535$1,637 12/31/2023
     CAT5,535$1,637 12/31/2023
Prosperity Consulting Group LLC5,509$1,629 12/31/2023
     CAT5,509$1,629 12/31/2023
Connecticut Wealth Management LLC5,502$1,627 12/31/2023
     CAT5,502$1,627 12/31/2023
RMB Capital Management LLC5,495$1,625 12/31/2023
     CAT5,495$1,625 12/31/2023
Syon Capital LLC5,488$1,623 12/31/2023
     CAT5,488$1,623 12/31/2023
NorthRock Partners LLC5,487$1,622 12/31/2023
     CAT5,487$1,622 12/31/2023
STA Wealth Management LLC5,470$1,617 12/31/2023
     CAT5,470$1,617 12/31/2023
CWA Asset Management Group LLC5,461$1,615 12/31/2023
     CAT5,461$1,615 12/31/2023
Schechter Investment Advisors LLC5,455$1,613 12/31/2023
     CAT5,455$1,613 12/31/2023
Cigna Investments Inc. New5,452$1,612 12/31/2023
     CAT5,452$1,612 12/31/2023
Alaethes Wealth LLC5,453$1,612 12/31/2023
     CAT5,453$1,612 12/31/2023
Northwest Quadrant Wealth Management LLC4,391$1,609 03/31/2024
     CAT4,391$1,609 03/31/2024
Coastal Investment Advisors Inc.4,374$1,603 03/31/2024
     CAT4,374$1,603 03/31/2024
CRA Financial Services LLC4,368$1,601 03/31/2024
     CAT4,368$1,601 03/31/2024
Vivid Wealth Management LLC4,370$1,601 03/31/2024
     CAT4,370$1,601 03/31/2024
Beech Hill Advisors Inc.4,350$1,594 03/31/2024
     CAT4,350$1,594 03/31/2024
HM Payson & Co.5,383$1,592 12/31/2023
     CAT5,383$1,592 12/31/2023
Proequities Inc. $1,586 12/31/2023
     CAT5,362$1,586 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
Princeton Capital Management LLC5,363$1,586 12/31/2023
     CAT5,363$1,586 12/31/2023
Probity Advisors Inc.5,346$1,581 12/31/2023
     CAT5,346$1,581 12/31/2023
Sontag Advisory LLC5,336$1,578 12/31/2023
     CAT5,336$1,578 12/31/2023
Farther Finance Advisors LLC5,336$1,578 12/31/2023
     CAT5,336$1,578 12/31/2023
Clearstead Advisors LLC5,317$1,572 12/31/2023
     CAT5,317$1,572 12/31/2023
Accurate Wealth Management LLC5,378$1,571 12/31/2023
     CAT5,378$1,571 12/31/2023
GYL Financial Synergies LLC5,295$1,565 12/31/2023
     CAT5,295$1,565 12/31/2023
ARS Wealth Advisors Group LLC5,290$1,564 12/31/2023
     CAT5,290$1,564 12/31/2023
Guardian Investment Management5,287$1,563 12/31/2023
     CAT5,287$1,563 12/31/2023
Cookson Peirce & Co. Inc.5,257$1,554 12/31/2023
     CAT5,257$1,554 12/31/2023
Nations Financial Group Inc. IA ADV5,243$1,550 12/31/2023
     CAT5,243$1,550 12/31/2023
Kowal Investment Group LLC4,212$1,543 03/31/2024
     CAT4,212$1,543 03/31/2024
Norwood Financial Corp4,204$1,540 03/31/2024
     CAT4,204$1,540 03/31/2024
Werlinich Asset Management LLC4,217$1,538 03/31/2024
     CAT4,217$1,538 03/31/2024
Northern Financial Advisors Inc5,196$1,536 12/31/2023
     CAT5,196$1,536 12/31/2023
SOL Capital Management CO5,182$1,532 12/31/2023
     CAT5,182$1,532 12/31/2023
Kovack Advisors Inc.5,182$1,532 12/31/2023
     CAT5,182$1,532 12/31/2023
Trust Point Inc.5,141$1,520 12/31/2023
     CAT5,141$1,520 12/31/2023
Horizon Investments LLC5,153$1,517 12/31/2023
     CAT5,153$1,517 12/31/2023
WD Rutherford LLC4,130$1,513 03/31/2024
     CAT4,130$1,513 03/31/2024
Garde Capital Inc.5,116$1,513 12/31/2023
     CAT5,116$1,513 12/31/2023
Wolff Financial Management LLC5,113$1,512 12/31/2023
     CAT5,113$1,512 12/31/2023
Garrison Point Advisors LLC5,110$1,511 12/31/2023
     CAT5,110$1,511 12/31/2023
Sonora Investment Management Group LLC5,087$1,504 12/31/2023
     CAT5,087$1,504 12/31/2023
Institute for Wealth Management LLC.5,082$1,502 12/31/2023
     CAT5,082$1,502 12/31/2023
Amarillo National Bank5,070$1,499 12/31/2023
     CAT5,070$1,499 12/31/2023
Gilbert & Cook Inc.5,059$1,496 12/31/2023
     CAT5,059$1,496 12/31/2023
Bartlett & Co. LLC5,037$1,495 12/31/2023
     CAT5,037$1,495 12/31/2023
Bartlett & CO. Wealth Management LLC5,037$1,495 12/31/2023
     CAT5,037$1,495 12/31/2023
Parkside Financial Bank & Trust5,053$1,494 12/31/2023
     CAT5,053$1,494 12/31/2023
Xcel Wealth Management LLC5,047$1,492 12/31/2023
     CAT5,047$1,492 12/31/2023
Lantz Financial LLC4,065$1,490 03/31/2024
     CAT4,065$1,490 03/31/2024
First County Bank CT 4,996$1,477 12/31/2023
     CAT4,996$1,477 12/31/2023
Donoghue Forlines LLC4,989$1,475 12/31/2023
     CAT4,989$1,475 12/31/2023
Viking Fund Management LLC4,000$1,466 03/31/2024
     CAT4,000$1,466 03/31/2024
Stratos Wealth Advisors LLC3,988$1,462 03/31/2024
     CAT3,988$1,462 03/31/2024
IAM Advisory LLC3,984$1,460 03/31/2024
     CAT3,984$1,460 03/31/2024
Security National Bank3,983$1,459 03/31/2024
     CAT3,983$1,459 03/31/2024
Diamant Asset Management Inc.4,935$1,459 12/31/2023
     CAT4,935$1,459 12/31/2023
GPS Wealth Strategies Group LLC4,922$1,455 12/31/2023
     CAT4,922$1,455 12/31/2023
First Citizens Bank & Trust Co.3,959$1,451 03/31/2024
     CAT3,959$1,451 03/31/2024
City State Bank3,959$1,451 03/31/2024
     CAT3,959$1,451 03/31/2024
Quad Cities Investment Group LLC3,957$1,450 03/31/2024
     CAT3,957$1,450 03/31/2024
Great Lakes Retirement Inc.4,903$1,450 12/31/2023
     CAT4,903$1,450 12/31/2023
Schear Investment Advisers LLC4,889$1,446 12/31/2023
     CAT4,889$1,446 12/31/2023
Pinnacle West Asset Management Inc.4,890$1,446 12/31/2023
     CAT4,890$1,446 12/31/2023
Boston Family Office LLC4,881$1,443 12/31/2023
     CAT4,881$1,443 12/31/2023
Ingalls & Snyder LLC4,847$1,433 12/31/2023
     CAT4,847$1,433 12/31/2023
Tower Bridge Advisors4,845$1,433 12/31/2023
     CAT4,845$1,433 12/31/2023
Sunbelt Securities Inc.3,874$1,420 03/31/2024
     CAT3,874$1,420 03/31/2024
Cypress Capital Group4,771$1,411 12/31/2023
     CAT4,771$1,411 12/31/2023
Johnson Financial Group Inc.4,764$1,409 12/31/2023
     CAT4,764$1,409 12/31/2023
GeoWealth Management LLC4,740$1,401 12/31/2023
     CAT4,740$1,401 12/31/2023
Charter Research & Investment Group Inc.4,733$1,399 12/31/2023
     CAT4,733$1,399 12/31/2023
Eldridge Investment Advisors Inc.4,730$1,399 12/31/2023
     CAT4,730$1,399 12/31/2023
Flagship Harbor Advisors LLC3,816$1,398 03/31/2024
     CAT3,816$1,398 03/31/2024
Diligent Investors LLC4,717$1,395 12/31/2023
     CAT4,717$1,395 12/31/2023
Baker Tilly Financial LLC4,713$1,393 12/31/2023
     CAT4,713$1,393 12/31/2023
Cyndeo Wealth Partners LLC3,791$1,389 03/31/2024
     CAT3,791$1,389 03/31/2024
Flaharty Asset Management LLC4,698$1,389 12/31/2023
     CAT4,698$1,389 12/31/2023
Inscription Capital LLC3,732$1,388 03/31/2024
     CAT3,732$1,388 03/31/2024
Blue Chip Partners Inc.4,678$1,383 12/31/2023
     CAT4,678$1,383 12/31/2023
Opes Wealth Management LLC4,651$1,375 12/31/2023
     CAT4,651$1,375 12/31/2023
Widmann Financial Services Inc.4,642$1,372 12/31/2023
     CAT4,642$1,372 12/31/2023
McGlone Suttner Wealth Management Inc.3,737$1,369 03/31/2024
     CAT3,737$1,369 03/31/2024
US Asset Management LLC3,724$1,365 03/31/2024
     CAT3,724$1,365 03/31/2024
Berger Financial Group Inc3,686$1,351 03/31/2024
     CAT3,686$1,351 03/31/2024
Founders Financial Securities LLC3,669$1,345 03/31/2024
     CAT3,669$1,345 03/31/2024
Rooted Wealth Advisors Inc.3,687$1,345 03/31/2024
     CAT3,687$1,345 03/31/2024
Bridges Investment Management Inc.4,535$1,341 12/31/2023
     CAT4,535$1,341 12/31/2023
Total Clarity Wealth Management Inc.4,532$1,340 12/31/2023
     CAT4,532$1,340 12/31/2023
Beacon Investment Advisors LLC4,533$1,340 12/31/2023
     CAT4,533$1,340 12/31/2023
Cobblestone Capital Advisors LLC NY4,526$1,338 12/31/2023
     CAT4,526$1,338 12/31/2023
Investment Partners LTD.3,648$1,337 03/31/2024
     CAT3,648$1,337 03/31/2024
Waldron Private Wealth LLC4,497$1,329 12/31/2023
     CAT4,497$1,329 12/31/2023
ORG Partners LLC4,488$1,327 12/31/2023
     CAT4,488$1,327 12/31/2023
High Falls Advisors Inc4,484$1,326 12/31/2023
     CAT4,484$1,326 12/31/2023
High Net Worth Advisory Group LLC3,617$1,325 03/31/2024
     CAT3,617$1,325 03/31/2024
Bahl & Gaynor Inc.4,472$1,322 12/31/2023
     CAT4,472$1,322 12/31/2023
Byrne Asset Management LLC4,435$1,322 12/31/2023
     CAT4,435$1,322 12/31/2023
Thomasville National Bank3,603$1,320 03/31/2024
     CAT3,603$1,320 03/31/2024
Aaron Wealth Advisors4,446$1,315 12/31/2023
     CAT4,446$1,315 12/31/2023
RS Crum Inc.4,430$1,310 12/31/2023
     CAT4,430$1,310 12/31/2023
Mission Wealth Management LP4,418$1,306 12/31/2023
     CAT4,418$1,306 12/31/2023
Aureus Asset Management LLC4,407$1,303 12/31/2023
     CAT4,407$1,303 12/31/2023
Biltmore Family Office LLC4,398$1,300 12/31/2023
     CAT4,398$1,300 12/31/2023
AM Investment Strategies LLC4,383$1,296 12/31/2023
     CAT4,383$1,296 12/31/2023
FinTrust Capital Advisors LLC4,378$1,295 12/31/2023
     CAT4,378$1,295 12/31/2023
Eastern Bank4,378$1,294 12/31/2023
     CAT4,378$1,294 12/31/2023
Fort Pitt Capital Group LLC3,526$1,292 03/31/2024
     CAT3,526$1,292 03/31/2024
Strategic Blueprint LLC4,371$1,292 12/31/2023
     CAT4,371$1,292 12/31/2023
Fidelis Capital Partners LLC4,370$1,292 12/31/2023
     CAT4,370$1,292 12/31/2023
Steigerwald Gordon & Koch Inc.3,522$1,291 03/31/2024
     CAT3,522$1,291 03/31/2024
Pathway Financial Advisors LLC3,523$1,291 03/31/2024
     CAT3,523$1,291 03/31/2024
Montis Financial LLC3,521$1,290 03/31/2024
     CAT3,521$1,290 03/31/2024
Continuum Advisory LLC4,359$1,289 12/31/2023
     CAT4,359$1,289 12/31/2023
Amussen Hunsaker Associates LLC4,346$1,285 12/31/2023
     CAT4,346$1,285 12/31/2023
Dumont & Blake Investment Advisors LLC3,503$1,284 03/31/2024
     CAT3,503$1,284 03/31/2024
1858 Wealth Management LLC3,498$1,282 03/31/2024
     CAT3,498$1,282 03/31/2024
Lecap Asset Management Ltd.4,322$1,278 12/31/2023
     CAT4,322$1,278 12/31/2023
TRUE Private Wealth Advisors4,312$1,275 12/31/2023
     CAT4,312$1,275 12/31/2023
Patten & Patten Inc. TN4,310$1,274 12/31/2023
     CAT4,310$1,274 12/31/2023
Sit Investment Associates Inc.4,300$1,271 12/31/2023
     CAT4,300$1,271 12/31/2023
Camden Capital LLC4,300$1,271 12/31/2023
     CAT4,300$1,271 12/31/2023
Confluence Wealth Services Inc.4,299$1,271 12/31/2023
     CAT4,299$1,271 12/31/2023
Catalyst Financial Partners LLC4,295$1,270 12/31/2023
     CAT4,295$1,270 12/31/2023
Balentine LLC4,288$1,268 12/31/2023
     CAT4,288$1,268 12/31/2023
WASHINGTON TRUST Co4,274$1,264 12/31/2023
     CAT4,274$1,264 12/31/2023
Delta Investment Management LLC4,269$1,262 12/31/2023
     CAT4,269$1,262 12/31/2023
Roman Butler Fullerton & Co.4,206$1,259 12/31/2023
     CAT4,206$1,259 12/31/2023
Vanguard Capital Wealth Advisors3,434$1,258 03/31/2024
     CAT3,434$1,258 03/31/2024
Smithfield Trust Co.4,242$1,255 12/31/2023
     CAT4,242$1,255 12/31/2023
Princeton Global Asset Management LLC4,236$1,252 12/31/2023
     CAT4,236$1,252 12/31/2023
Nwam LLC4,225$1,249 12/31/2023
     CAT4,225$1,249 12/31/2023
Cladis Investment Advisory LLC4,222$1,248 12/31/2023
     CAT4,222$1,248 12/31/2023
Solstein Capital LLC4,214$1,246 12/31/2023
     CAT4,214$1,246 12/31/2023
Woodward Diversified Capital LLC4,210$1,245 12/31/2023
     CAT4,210$1,245 12/31/2023
Birch Hill Investment Advisors LLC4,209$1,244 12/31/2023
     CAT4,209$1,244 12/31/2023
Fundamentun LLC3,392$1,243 03/31/2024
     CAT3,392$1,243 03/31/2024
CIC Wealth LLC3,386$1,241 03/31/2024
     CAT3,386$1,241 03/31/2024
Cardiff Park Advisors LLC4,193$1,240 12/31/2023
     CAT4,193$1,240 12/31/2023
Gradient Investments LLC4,180$1,236 12/31/2023
     CAT4,180$1,236 12/31/2023
Atwood & Palmer Inc.3,358$1,230 03/31/2024
     CAT3,358$1,230 03/31/2024
Southeast Asset Advisors Inc.4,136$1,223 12/31/2023
     CAT4,136$1,223 12/31/2023
Elevate Wealth Advisory Inc.4,134$1,222 12/31/2023
     CAT4,134$1,222 12/31/2023
Transamerica Financial Advisors Inc.4,126$1,220 12/31/2023
     CAT4,126$1,220 12/31/2023
Security Financial Services INC.3,316$1,215 03/31/2024
     CAT3,316$1,215 03/31/2024
Putnam FL Investment Management Co.4,105$1,214 12/31/2023
     CAT4,105$1,214 12/31/2023
Woodard & Co. Asset Management Group Inc. ADV4,100$1,212 12/31/2023
     CAT4,100$1,212 12/31/2023
Live Oak Private Wealth LLC4,081$1,207 12/31/2023
     CAT4,081$1,207 12/31/2023
LexAurum Advisors LLC3,284$1,203 03/31/2024
     CAT3,284$1,203 03/31/2024
UniSuper Management Pty Ltd4,056$1,199 12/31/2023
     CAT4,056$1,199 12/31/2023
First Manhattan Co.4,021$1,198 12/31/2023
     CAT4,021$1,198 12/31/2023
Mayflower Financial Advisors LLC4,047$1,197 12/31/2023
     CAT4,047$1,197 12/31/2023
SNS Financial Group LLC4,045$1,196 12/31/2023
     CAT4,045$1,196 12/31/2023
Mitchell Sinkler & Starr PA4,040$1,195 12/31/2023
     CAT4,040$1,195 12/31/2023
Wealth Management Partners LLC3,258$1,194 03/31/2024
     CAT3,258$1,194 03/31/2024
JW Asset Management LLC4,024$1,190 12/31/2023
     CAT4,024$1,190 12/31/2023
Lake Street Advisors Group LLC4,021$1,189 12/31/2023
     CAT4,021$1,189 12/31/2023
Raleigh Capital Management Inc.4,019$1,188 12/31/2023
     CAT4,019$1,188 12/31/2023
Lake Street Financial LLC4,014$1,187 12/31/2023
     CAT4,014$1,187 12/31/2023
Capital Investment Advisory Services LLC $1,186 12/31/2023
     CAT4,512$1,334 12/31/2023
     Put500$148 12/31/2023
Montecito Bank & Trust3,235$1,185 03/31/2024
     CAT3,235$1,185 03/31/2024
FCG Investment Co4,009$1,185 12/31/2023
     CAT4,009$1,185 12/31/2023
IVC Wealth Advisors LLC4,004$1,184 12/31/2023
     CAT4,004$1,184 12/31/2023
Saybrook Capital NC4,000$1,183 12/31/2023
     CAT4,000$1,183 12/31/2023
K.J. Harrison & Partners Inc4,000$1,183 12/31/2023
     CAT4,000$1,183 12/31/2023
ZWJ Investment Counsel Inc.3,983$1,178 12/31/2023
     CAT3,983$1,178 12/31/2023
Journey Advisory Group LLC3,983$1,178 12/31/2023
     CAT3,983$1,178 12/31/2023
Caxton Associates LP3,976$1,176 12/31/2023
     CAT3,976$1,176 12/31/2023
Cim Investment Mangement Inc.3,978$1,176 12/31/2023
     CAT3,978$1,176 12/31/2023
Acorn Wealth Advisors LLC3,963$1,172 12/31/2023
     CAT3,963$1,172 12/31/2023
Texas Capital Bancshares Inc. TX3,957$1,170 12/31/2023
     CAT3,957$1,170 12/31/2023
Gleason Group Inc.3,172$1,162 03/31/2024
     CAT3,172$1,162 03/31/2024
Creegan & Nassoura Financial Group LLC3,930$1,162 12/31/2023
     CAT3,930$1,162 12/31/2023
SignalPoint Asset Management LLC3,168$1,161 03/31/2024
     CAT3,168$1,161 03/31/2024
180 Wealth Advisors LLC3,151$1,155 03/31/2024
     CAT3,151$1,155 03/31/2024
Zega Financial LLC3,902$1,154 12/31/2023
     CAT3,902$1,154 12/31/2023
Change Path LLC3,903$1,154 12/31/2023
     CAT3,903$1,154 12/31/2023
Summit Financial Group Inc.3,142$1,151 03/31/2024
     CAT3,142$1,151 03/31/2024
Advisory Alpha LLC3,885$1,149 12/31/2023
     CAT3,885$1,149 12/31/2023
Merit Financial Group LLC3,875$1,146 12/31/2023
     CAT3,875$1,146 12/31/2023
JT Stratford LLC3,875$1,146 12/31/2023
     CAT3,875$1,146 12/31/2023
Pinnacle Wealth Planning Services Inc.3,861$1,142 12/31/2023
     CAT3,861$1,142 12/31/2023
Means Investment CO. Inc.3,096$1,135 03/31/2024
     CAT3,096$1,135 03/31/2024
9258 Wealth Management LLC3,839$1,135 12/31/2023
     CAT3,839$1,135 12/31/2023
Qsemble Capital Management LP3,836$1,134 12/31/2023
     CAT3,836$1,134 12/31/2023
Lion Street Advisors LLC3,093$1,133 03/31/2024
     CAT3,093$1,133 03/31/2024
Grimes & Company Inc.3,090$1,132 03/31/2024
     CAT3,090$1,132 03/31/2024
Regal Investment Advisors LLC3,824$1,131 12/31/2023
     CAT3,824$1,131 12/31/2023
Retirement Guys Formula LLC3,825$1,131 12/31/2023
     CAT3,825$1,131 12/31/2023
Oak Harvest Investment Services3,817$1,129 12/31/2023
     CAT3,817$1,129 12/31/2023
First Citizens Financial Corp3,795$1,122 12/31/2023
     CAT3,795$1,122 12/31/2023
Benin Management CORP3,048$1,117 03/31/2024
     CAT3,048$1,117 03/31/2024
Bath Savings Trust Co3,039$1,114 03/31/2024
     CAT3,039$1,114 03/31/2024
Summit Trail Advisors LLC3,766$1,113 12/31/2023
     CAT3,766$1,113 12/31/2023
Martingale Asset Management L P3,760$1,112 12/31/2023
     CAT3,760$1,112 12/31/2023
Bay Colony Advisory Group Inc d b a Bay Colony Advisors3,746$1,108 12/31/2023
     CAT3,746$1,108 12/31/2023
Delta Financial Group Inc.3,749$1,108 12/31/2023
     CAT3,749$1,108 12/31/2023
Crawford Investment Counsel Inc.3,743$1,107 12/31/2023
     CAT3,743$1,107 12/31/2023
Saxon Interests Inc.3,010$1,103 03/31/2024
     CAT3,010$1,103 03/31/2024
Circle Wealth Management LLC3,715$1,099 12/31/2023
     CAT3,715$1,099 12/31/2023
Trustmark National Bank Trust Department3,710$1,097 12/31/2023
     CAT3,710$1,097 12/31/2023
Rodgers Brothers Inc.3,710$1,097 12/31/2023
     CAT3,710$1,097 12/31/2023
Threadgill Financial LLC2,987$1,094 03/31/2024
     CAT2,987$1,094 03/31/2024
Paradigm Asset Management Co. LLC3,700$1,094 12/31/2023
     CAT3,700$1,094 12/31/2023
Lantern Wealth Advisors LLC3,701$1,094 12/31/2023
     CAT3,701$1,094 12/31/2023
Monticello Wealth Management LLC3,695$1,093 12/31/2023
     CAT3,695$1,093 12/31/2023
First Foundation Advisors3,684$1,089 12/31/2023
     CAT3,684$1,089 12/31/2023
Marble Harbor Investment Counsel LLC3,682$1,089 12/31/2023
     CAT3,682$1,089 12/31/2023
HCR Wealth Advisors3,678$1,088 12/31/2023
     CAT3,678$1,088 12/31/2023
Ostrum Asset Management3,671$1,085 12/31/2023
     CAT3,671$1,085 12/31/2023
Penobscot Wealth Management3,671$1,085 12/31/2023
     CAT3,671$1,085 12/31/2023
Legacy Capital Group California Inc.3,668$1,085 12/31/2023
     CAT3,668$1,085 12/31/2023
Aspire Private Capital LLC2,959$1,084 03/31/2024
     CAT2,959$1,084 03/31/2024
Leo Wealth LLC3,646$1,078 12/31/2023
     CAT3,646$1,078 12/31/2023
CVA Family Office LLC2,934$1,075 03/31/2024
     CAT2,934$1,075 03/31/2024
Gateway Wealth Partners LLC3,631$1,074 12/31/2023
     CAT3,631$1,074 12/31/2023
Fairview Capital Investment Management LLC3,628$1,073 12/31/2023
     CAT3,628$1,073 12/31/2023
Well Done LLC2,926$1,072 03/31/2024
     CAT2,926$1,072 03/31/2024
Peoples Financial Services CORP.2,919$1,070 03/31/2024
     CAT2,919$1,070 03/31/2024
South State CORP.3,615$1,069 12/31/2023
     CAT3,615$1,069 12/31/2023
Mckinley Capital Management LLC Delaware3,609$1,067 12/31/2023
     CAT3,609$1,067 12/31/2023
Patrick M Sweeney & Associates Inc.3,607$1,067 12/31/2023
     CAT3,607$1,067 12/31/2023
RFP Financial Group LLC3,593$1,063 12/31/2023
     CAT3,593$1,063 12/31/2023
Clarus Wealth Advisors2,849$1,060 03/31/2024
     CAT2,849$1,060 03/31/2024
Aspiriant LLC2,889$1,059 03/31/2024
     CAT2,889$1,059 03/31/2024
Costello Asset Management INC3,583$1,059 12/31/2023
     CAT3,583$1,059 12/31/2023
J. W. Coons Advisors LLC3,580$1,058 12/31/2023
     CAT3,580$1,058 12/31/2023
Veracity Capital LLC3,573$1,057 12/31/2023
     CAT3,573$1,057 12/31/2023
Toth Financial Advisory Corp2,877$1,054 03/31/2024
     CAT2,877$1,054 03/31/2024
Taurus Asset Management LLC3,558$1,052 12/31/2023
     CAT3,558$1,052 12/31/2023
Pinnacle Wealth Management Advisory Group LLC3,553$1,051 12/31/2023
     CAT3,553$1,051 12/31/2023
Boston Research & Management Inc.3,542$1,047 12/31/2023
     CAT3,542$1,047 12/31/2023
HHM Wealth Advisors LLC3,538$1,046 12/31/2023
     CAT3,538$1,046 12/31/2023
Everett Harris & Co. CA3,533$1,045 12/31/2023
     CAT3,533$1,045 12/31/2023
Souders Financial Advisors3,529$1,043 12/31/2023
     CAT3,529$1,043 12/31/2023
SS&H Financial Advisors Inc.3,525$1,042 12/31/2023
     CAT3,525$1,042 12/31/2023
Eqis Capital Management Inc.3,520$1,041 12/31/2023
     CAT3,520$1,041 12/31/2023
Compass Ion Advisors LLC2,839$1,040 03/31/2024
     CAT2,839$1,040 03/31/2024
Wealth Quarterback LLC3,518$1,040 12/31/2023
     CAT3,518$1,040 12/31/2023
Allen Mooney & Barnes Investment Advisors LLC2,792$1,039 03/31/2024
     CAT2,792$1,039 03/31/2024
Wealth Architects LLC3,513$1,039 12/31/2023
     CAT3,513$1,039 12/31/2023
Cornerstone Wealth Management LLC3,507$1,037 12/31/2023
     CAT3,507$1,037 12/31/2023
Hilltop Holdings Inc.3,503$1,036 12/31/2023
     CAT3,503$1,036 12/31/2023
Covenant Asset Management LLC3,500$1,035 12/31/2023
     CAT3,500$1,035 12/31/2023
DMG Group LLC3,501$1,035 12/31/2023
     CAT3,501$1,035 12/31/2023
Davis R M Inc.3,489$1,032 12/31/2023
     CAT3,489$1,032 12/31/2023
Aspen Investment Management Inc3,478$1,028 12/31/2023
     CAT3,478$1,028 12/31/2023
Rehmann Capital Advisory Group3,462$1,024 12/31/2023
     CAT3,462$1,024 12/31/2023
Mango Five Family Inc.3,465$1,024 12/31/2023
     CAT3,465$1,024 12/31/2023
Telos Capital Management Inc.3,461$1,023 12/31/2023
     CAT3,461$1,023 12/31/2023
RDA Financial Network2,788$1,022 03/31/2024
     CAT2,788$1,022 03/31/2024
Quantitative Investment Management LLC3,458$1,022 12/31/2023
     CAT3,458$1,022 12/31/2023
Menard Financial Group LLC3,439$1,017 12/31/2023
     CAT3,439$1,017 12/31/2023
Abacus Planning Group Inc.2,768$1,014 03/31/2024
     CAT2,768$1,014 03/31/2024
Tiemann Investment Advisors LLC3,427$1,013 12/31/2023
     CAT3,427$1,013 12/31/2023
Patriot Investment Management Inc.2,763$1,012 03/31/2024
     CAT2,763$1,012 03/31/2024
Bill Few Associates Inc.2,759$1,011 03/31/2024
     CAT2,759$1,011 03/31/2024
Heartwood Wealth Advisors LLC2,754$1,009 03/31/2024
     CAT2,754$1,009 03/31/2024
JFS Wealth Advisors LLC3,408$1,008 12/31/2023
     CAT3,408$1,008 12/31/2023
Puzo Michael J3,400$1,005 12/31/2023
     CAT3,400$1,005 12/31/2023
Edge Capital Group LLC3,390$1,002 12/31/2023
     CAT3,390$1,002 12/31/2023
CX Institutional2,731$1,001 03/31/2024
     CAT2,731$1,001 03/31/2024
Mainstay Capital Management LLC ADV3,384$1,001 12/31/2023
     CAT3,384$1,001 12/31/2023
Menora Mivtachim Holdings LTD.3,382$1,000 12/31/2023
     CAT3,382$1,000 12/31/2023
Missouri Trust & Investment Co3,379$999 12/31/2023
     CAT3,379$999 12/31/2023
Benjamin Edwards Inc.3,372$997 12/31/2023
     CAT3,372$997 12/31/2023
Wealth Alliance Advisory Group LLC2,712$994 03/31/2024
     CAT2,712$994 03/31/2024
WealthTrust Asset Management LLC3,345$989 12/31/2023
     CAT3,345$989 12/31/2023
LVW Advisors LLC2,687$985 03/31/2024
     CAT2,687$985 03/31/2024
PFC Capital Group Inc.3,332$985 12/31/2023
     CAT3,332$985 12/31/2023
First Heartland Consultants Inc.3,327$984 12/31/2023
     CAT3,327$984 12/31/2023
Sittner & Nelson LLC3,329$984 12/31/2023
     CAT3,329$984 12/31/2023
Titleist Asset Management LLC3,315$980 12/31/2023
     CAT3,315$980 12/31/2023
Aurum Wealth Management Group LLC2,660$975 03/31/2024
     CAT2,660$975 03/31/2024
CNB Bank3,294$974 12/31/2023
     CAT3,294$974 12/31/2023
Visionary Wealth Advisors3,295$974 12/31/2023
     CAT3,295$974 12/31/2023
Mitchell Capital Management Co.3,291$973 12/31/2023
     CAT3,291$973 12/31/2023
Nicolet Bankshares Inc.3,291$973 12/31/2023
     CAT3,291$973 12/31/2023
Washington Trust Advisors Inc.3,284$971 12/31/2023
     CAT3,284$971 12/31/2023
Virtue Capital Management LLC3,354$969 12/31/2023
     CAT3,354$969 12/31/2023
Astoria Portfolio Advisors LLC.2,660$968 03/31/2024
     CAT2,660$968 03/31/2024
KG&L Capital Management LLC3,268$965 12/31/2023
     CAT3,268$965 12/31/2023
Pitcairn Co.3,260$964 12/31/2023
     CAT3,260$964 12/31/2023
TFO TDC LLC3,258$963 12/31/2023
     CAT3,258$963 12/31/2023
Windsor Capital Management LLC2,627$962 03/31/2024
     CAT2,627$962 03/31/2024
Birinyi Associates Inc.3,250$961 12/31/2023
     CAT3,250$961 12/31/2023
Eudaimonia Partners LLC3,250$961 12/31/2023
     CAT3,250$961 12/31/2023
CMG Global Holdings LLC2,968$959 12/31/2023
     CAT2,968$959 12/31/2023
Carmichael Hill & Associates Inc. $957 12/31/2023
     CAT1,938$573 12/31/2023
     Call1,300$384 12/31/2023
Hudson Valley Investment Advisors Inc. ADV2,609$956 03/31/2024
     CAT2,609$956 03/31/2024
Cahill Financial Advisors Inc.3,232$956 12/31/2023
     CAT3,232$956 12/31/2023
Auxier Asset Management3,230$955 12/31/2023
     CAT3,230$955 12/31/2023
Northstar Group Inc.2,586$948 03/31/2024
     CAT2,586$948 03/31/2024
David Loasby3,283$948 12/31/2023
     CAT3,283$948 12/31/2023
Wealth Effects LLC3,208$948 12/31/2023
     CAT3,208$948 12/31/2023
Berkshire Asset Management LLC PA3,201$946 12/31/2023
     CAT3,201$946 12/31/2023
Evergreen Capital Management LLC3,194$944 12/31/2023
     CAT3,194$944 12/31/2023
Rossmore Private Capital3,191$943 12/31/2023
     CAT3,191$943 12/31/2023
Palumbo Wealth Management LLC2,570$942 03/31/2024
     CAT2,570$942 03/31/2024
Woodstock Corp2,555$936 03/31/2024
     CAT2,555$936 03/31/2024
Magnus Financial Group LLC3,157$934 12/31/2023
     CAT3,157$934 12/31/2023
Colonial Trust Co SC3,153$932 12/31/2023
     CAT3,153$932 12/31/2023
Sherbrooke Park Advisers LLC3,152$932 12/31/2023
     CAT3,152$932 12/31/2023
Concentric Wealth Management LLC3,150$931 12/31/2023
     CAT3,150$931 12/31/2023
Horizon Wealth Management LLC2,537$930 03/31/2024
     CAT2,537$930 03/31/2024
Armstrong Advisory Group Inc.2,538$930 03/31/2024
     CAT2,538$930 03/31/2024
King Wealth3,140$928 12/31/2023
     CAT3,140$928 12/31/2023
ICA Group Wealth Management LLC3,134$927 12/31/2023
     CAT3,134$927 12/31/2023
Gray Wealth Management Inc.3,136$927 12/31/2023
     CAT3,136$927 12/31/2023
BlueSky Wealth Advisors LLC2,506$918 03/31/2024
     CAT2,506$918 03/31/2024
Harbor Investment Advisory LLC2,495$914 03/31/2024
     CAT2,495$914 03/31/2024
Legacy Wealth Asset Management LLC3,090$914 12/31/2023
     CAT3,090$914 12/31/2023
Y.D. More Investments Ltd3,089$912 12/31/2023
     CAT3,089$912 12/31/2023
Fortem Financial Group LLC3,081$911 12/31/2023
     CAT3,081$911 12/31/2023
CHICAGO TRUST Co NA2,478$908 03/31/2024
     CAT2,478$908 03/31/2024
Uncommon Cents Investing LLC3,070$908 12/31/2023
     CAT3,070$908 12/31/2023
Lakeview Capital Partners LLC3,065$906 12/31/2023
     CAT3,065$906 12/31/2023
Ballast Advisors LLC3,059$904 12/31/2023
     CAT3,059$904 12/31/2023
Vectors Research Management LLC3,051$902 12/31/2023
     CAT3,051$902 12/31/2023
Carret Asset Management LLC2,460$901 03/31/2024
     CAT2,460$901 03/31/2024
KLCM Advisors Inc.3,047$901 12/31/2023
     CAT3,047$901 12/31/2023
Geller Advisors LLC3,038$898 12/31/2023
     CAT3,038$898 12/31/2023
Transcend Wealth Collective LLC3,033$897 12/31/2023
     CAT3,033$897 12/31/2023
Stableford Capital II LLC2,445$896 03/31/2024
     CAT2,445$896 03/31/2024
WMS Partners LLC3,021$893 12/31/2023
     CAT3,021$893 12/31/2023
Redwood Wealth Management Group LLC3,019$893 12/31/2023
     CAT3,019$893 12/31/2023
Carnegie Capital Asset Management LLC3,016$892 12/31/2023
     CAT3,016$892 12/31/2023
Mechanics Financial Corp3,016$892 12/31/2023
     CAT3,016$892 12/31/2023
Hazlett Burt & Watson Inc.3,001$889 12/31/2023
     CAT3,001$889 12/31/2023
Sawgrass Asset Management LLC3,000$887 12/31/2023
     CAT3,000$887 12/31/2023
Supplemental Annuity Collective Trust of NJ3,000$887 12/31/2023
     CAT3,000$887 12/31/2023
Archer Investment Corp3,001$887 12/31/2023
     CAT3,001$887 12/31/2023
Rogco LP2,998$886 12/31/2023
     CAT2,998$886 12/31/2023
Nvwm LLC2,973$879 12/31/2023
     CAT2,973$879 12/31/2023
Hancock Whitney Corp2,969$878 12/31/2023
     CAT2,969$878 12/31/2023
Keel Point LLC2,384$874 03/31/2024
     CAT2,384$874 03/31/2024
Texas Yale Capital Corp.2,953$873 12/31/2023
     CAT2,953$873 12/31/2023
Harfst & Associates Inc.2,954$873 12/31/2023
     CAT2,954$873 12/31/2023
Shell Asset Management Co.2,927$865 12/31/2023
     CAT2,927$865 12/31/2023
Mechanics Bank Trust Department2,353$862 03/31/2024
     CAT2,353$862 03/31/2024
RMR Wealth Builders2,352$862 03/31/2024
     CAT2,352$862 03/31/2024
Girard Partners LTD.2,911$861 12/31/2023
     CAT2,911$861 12/31/2023
Adell Harriman & Carpenter Inc.2,909$860 12/31/2023
     CAT2,909$860 12/31/2023
AdvisorNet Financial Inc2,343$859 03/31/2024
     CAT2,343$859 03/31/2024
Sciencast Management LP2,906$859 12/31/2023
     CAT2,906$859 12/31/2023
Grandview Asset Management LLC2,337$857 03/31/2024
     CAT2,337$857 03/31/2024
EHP Funds Inc.2,900$857 12/31/2023
     CAT2,900$857 12/31/2023
Arbor Wealth Advisors LLC2,337$856 03/31/2024
     CAT2,337$856 03/31/2024
Accredited Investors Inc.2,890$854 12/31/2023
     CAT2,890$854 12/31/2023
Manchester Capital Management LLC2,886$853 12/31/2023
     CAT2,886$853 12/31/2023
First Command Advisory Services Inc.2,891$853 12/31/2023
     CAT2,891$853 12/31/2023
Tompkins Financial Corp2,325$852 03/31/2024
     CAT2,325$852 03/31/2024
Belpointe Asset Management LLC2,878$851 12/31/2023
     CAT2,878$851 12/31/2023
Granite Investment Partners LLC2,872$849 12/31/2023
     CAT2,872$849 12/31/2023
Ironwood Investment Counsel LLC2,867$848 12/31/2023
     CAT2,867$848 12/31/2023
Fox Hill Wealth Management2,308$846 03/31/2024
     CAT2,308$846 03/31/2024
Somerville Kurt F2,860$846 12/31/2023
     CAT2,860$846 12/31/2023
Allegheny Financial Group LTD2,855$844 12/31/2023
     CAT2,855$844 12/31/2023
Kaizen Financial Strategies2,850$843 12/31/2023
     CAT2,850$843 12/31/2023
Carson Advisory Inc.2,850$843 12/31/2023
     CAT2,850$843 12/31/2023
Quadcap Wealth Management LLC2,852$843 12/31/2023
     CAT2,852$843 12/31/2023
Morse Asset Management Inc2,849$842 12/31/2023
     CAT2,849$842 12/31/2023
Prosperitas Financial LLC2,829$837 12/31/2023
     CAT2,829$837 12/31/2023
Ballast Inc.2,825$835 12/31/2023
     CAT2,825$835 12/31/2023
Clarus Group Inc.2,823$835 12/31/2023
     CAT2,823$835 12/31/2023
Disciplined Equity Management Inc.2,810$831 12/31/2023
     CAT2,810$831 12/31/2023
Plato Investment Management Ltd2,805$829 12/31/2023
     CAT2,805$829 12/31/2023
Epoch Investment Partners Inc.2,799$828 12/31/2023
     CAT2,799$828 12/31/2023
Peavine Capital LLC2,800$828 12/31/2023
     CAT2,800$828 12/31/2023
Financial Management Network Inc.2,867$828 12/31/2023
     CAT2,867$828 12/31/2023
MONECO Advisors LLC2,798$827 12/31/2023
     CAT2,798$827 12/31/2023
Capstone Financial Advisors Inc.2,789$825 12/31/2023
     CAT2,789$825 12/31/2023
Stonehage Fleming Financial Services Holdings Ltd2,785$823 12/31/2023
     CAT2,785$823 12/31/2023
United Asset Strategies Inc.2,780$822 12/31/2023
     CAT2,780$822 12/31/2023
Washburn Capital Management Inc.2,765$818 12/31/2023
     CAT2,765$818 12/31/2023
Connectus Wealth LLC2,763$818 12/31/2023
     CAT2,763$818 12/31/2023
StrategIQ Financial Group LLC2,745$812 12/31/2023
     CAT2,745$812 12/31/2023
Key Financial Inc2,742$811 12/31/2023
     CAT2,742$811 12/31/2023
DCM Advisors LLC2,739$810 12/31/2023
     CAT2,739$810 12/31/2023
Hexagon Capital Partners LLC2,205$808 03/31/2024
     CAT2,205$808 03/31/2024
Joel Isaacson & Co. LLC2,732$808 12/31/2023
     CAT2,732$808 12/31/2023
Eagle Bluffs Wealth Management LLC2,734$808 12/31/2023
     CAT2,734$808 12/31/2023
Fort Sheridan Advisors LLC2,730$807 12/31/2023
     CAT2,730$807 12/31/2023
Buckingham Strategic Partners2,730$807 12/31/2023
     CAT2,730$807 12/31/2023
Wealthspan Partners LLC2,730$807 12/31/2023
     CAT2,730$807 12/31/2023
Lakewood Asset Management LLC2,712$802 12/31/2023
     CAT2,712$802 12/31/2023
Klingenstein Fields & Co. LP2,703$799 12/31/2023
     CAT2,703$799 12/31/2023
626 Financial LLC2,177$798 03/31/2024
     CAT2,177$798 03/31/2024
Waycross Partners LLC2,700$798 12/31/2023
     CAT2,700$798 12/31/2023
Quotient Wealth Partners LLC2,699$798 12/31/2023
     CAT2,699$798 12/31/2023
Symphony Financial Ltd. Co.2,170$795 03/31/2024
     CAT2,170$795 03/31/2024
Cidel Asset Management Inc.2,689$795 12/31/2023
     CAT2,689$795 12/31/2023
Marietta Investment Partners LLC2,681$793 12/31/2023
     CAT2,681$793 12/31/2023
Hennion & Walsh Asset Management Inc.2,161$792 03/31/2024
     CAT2,161$792 03/31/2024
Live Oak Investment Partners2,679$792 12/31/2023
     CAT2,679$792 12/31/2023
LVM Capital Management Ltd. MI2,160$791 03/31/2024
     CAT2,160$791 03/31/2024
Sentry Investment Management LLC2,675$791 12/31/2023
     CAT2,675$791 12/31/2023
Wayfinding Financial LLC2,666$788 12/31/2023
     CAT2,666$788 12/31/2023
Stiles Financial Services Inc2,665$788 12/31/2023
     CAT2,665$788 12/31/2023
Ancora Advisors LLC2,660$787 12/31/2023
     CAT2,660$787 12/31/2023
PSI Advisors LLC2,664$787 12/31/2023
     CAT2,664$787 12/31/2023
Marion Wealth Management2,143$785 03/31/2024
     CAT2,143$785 03/31/2024
Guerra Pan Advisors LLC2,651$784 12/31/2023
     CAT2,651$784 12/31/2023
OmniStar Financial Group Inc.2,644$782 12/31/2023
     CAT2,644$782 12/31/2023
Opal Wealth Advisors LLC2,130$781 03/31/2024
     CAT2,130$781 03/31/2024
Jones Financial Companies Lllp2,637$780 12/31/2023
     CAT2,637$780 12/31/2023
Prestige Wealth Management Group LLC2,634$779 12/31/2023
     CAT2,634$779 12/31/2023
Team Hewins LLC2,621$775 12/31/2023
     CAT2,621$775 12/31/2023
Acropolis Investment Management LLC2,112$774 03/31/2024
     CAT2,112$774 03/31/2024
Desjardins Global Asset Management Inc.2,616$774 12/31/2023
     CAT2,616$774 12/31/2023
Centaurus Financial Inc.2,616$773 12/31/2023
     CAT2,616$773 12/31/2023
Pine Haven Investment Counsel Inc2,615$773 12/31/2023
     CAT2,615$773 12/31/2023
Measured Wealth Private Client Group LLC2,105$771 03/31/2024
     CAT2,105$771 03/31/2024
Fernwood Investment Management LLC2,608$771 12/31/2023
     CAT2,608$771 12/31/2023
Skopos Labs Inc.2,605$770 12/31/2023
     CAT2,605$770 12/31/2023
Verus Capital Partners LLC2,603$770 12/31/2023
     CAT2,603$770 12/31/2023
Maven Securities LTD $769 12/31/2023
     Call2,600$769 12/31/2023
Quadrant Private Wealth Management LLC2,600$769 12/31/2023
     CAT2,600$769 12/31/2023
Drive Wealth Management LLC2,601$769 12/31/2023
     CAT2,601$769 12/31/2023
Heritage Wealth Advisors2,598$768 12/31/2023
     CAT2,598$768 12/31/2023
Capital Advisors Inc. OK2,578$762 12/31/2023
     CAT2,578$762 12/31/2023
White Lighthouse Investment Management Inc.2,571$760 12/31/2023
     CAT2,571$760 12/31/2023
Tarbox Family Office Inc.2,071$759 03/31/2024
     CAT2,071$759 03/31/2024
BOS Asset Management LLC2,563$758 12/31/2023
     CAT2,563$758 12/31/2023
Atlas Private Wealth Management2,067$757 03/31/2024
     CAT2,067$757 03/31/2024
Close Asset Management Ltd2,553$755 12/31/2023
     CAT2,553$755 12/31/2023
Total Investment Management Inc.2,058$754 03/31/2024
     CAT2,058$754 03/31/2024
Cape Cod Five Cents Savings Bank2,549$754 12/31/2023
     CAT2,549$754 12/31/2023
IFG Advisory LLC2,551$754 12/31/2023
     CAT2,551$754 12/31/2023
McElhenny Sheffield Capital Management LLC2,050$751 03/31/2024
     CAT2,050$751 03/31/2024
Winthrop Advisory Group LLC2,032$744 03/31/2024
     CAT2,032$744 03/31/2024
Sippican Capital Advisors2,500$739 12/31/2023
     CAT2,500$739 12/31/2023
Kercheville Advisors LLC2,500$739 12/31/2023
     CAT2,500$739 12/31/2023
Slocum Gordon & Co LLP2,500$739 12/31/2023
     CAT2,500$739 12/31/2023
Dfpg Investments LLC2,589$736 12/31/2023
     CAT2,589$736 12/31/2023
Sompo Asset Management Co. Ltd.2,490$736 12/31/2023
     CAT2,490$736 12/31/2023
Burns J W & Co. Inc. NY2,000$733 03/31/2024
     CAT2,000$733 03/31/2024
Constitution Capital LLC2,000$733 03/31/2024
     CAT2,000$733 03/31/2024
Seelaus Asset Management LLC2,478$733 12/31/2023
     CAT2,478$733 12/31/2023
RNC Capital Management LLC2,476$732 12/31/2023
     CAT2,476$732 12/31/2023
Stonebridge Capital Advisors LLC2,477$732 12/31/2023
     CAT2,477$732 12/31/2023
Range Financial Group LLC1,991$730 03/31/2024
     CAT1,991$730 03/31/2024
Hamel Associates Inc.2,465$729 12/31/2023
     CAT2,465$729 12/31/2023
Carlton Hofferkamp & Jenks Wealth Management LLC2,501$727 12/31/2023
     CAT2,501$727 12/31/2023
Garner Asset Management Corp2,249$725 12/31/2023
     CAT2,249$725 12/31/2023
Patten Group Inc.1,977$724 03/31/2024
     CAT1,977$724 03/31/2024
Ridgecrest Wealth Partners LLC1,975$724 03/31/2024
     CAT1,975$724 03/31/2024
TCG Advisory Services LLC2,448$724 12/31/2023
     CAT2,448$724 12/31/2023
Van Strum & Towne Inc.2,445$723 12/31/2023
     CAT2,445$723 12/31/2023
Patton Albertson Miller Group LLC2,444$723 12/31/2023
     CAT2,444$723 12/31/2023
Jmac Enterprises LLC2,446$723 12/31/2023
     CAT2,446$723 12/31/2023
Greenwich Wealth Management LLC2,438$721 12/31/2023
     CAT2,438$721 12/31/2023
Morningstar Investment Services LLC2,430$721 12/31/2023
     CAT2,430$721 12/31/2023
Corundum Group Inc.1,964$720 03/31/2024
     CAT1,964$720 03/31/2024
Trillium Asset Management LLC2,434$720 12/31/2023
     CAT2,434$720 12/31/2023
Hunter Associates Investment Management LLC2,426$720 12/31/2023
     CAT2,426$720 12/31/2023
Valmark Advisers Inc.2,436$720 12/31/2023
     CAT2,436$720 12/31/2023
OneAscent Wealth Management LLC1,955$716 03/31/2024
     CAT1,955$716 03/31/2024
DiMeo Schneider & Associates L.L.C.2,420$716 12/31/2023
     CAT2,420$716 12/31/2023
Bordeaux Wealth Advisors LLC2,420$716 12/31/2023
     CAT2,420$716 12/31/2023
JGP Wealth Management LLC2,419$715 12/31/2023
     CAT2,419$715 12/31/2023
E&G Advisors LP2,400$710 12/31/2023
     CAT2,400$710 12/31/2023
Ocean Capital Management LLC2,400$710 12/31/2023
     CAT2,400$710 12/31/2023
Tolleson Wealth Management Inc.2,400$710 12/31/2023
     CAT2,400$710 12/31/2023
Day & Ennis LLC2,386$706 12/31/2023
     CAT2,386$706 12/31/2023
Executive Wealth Management LLC2,386$706 12/31/2023
     CAT2,386$706 12/31/2023
Wimmer Associates 1 LLC2,385$705 12/31/2023
     CAT2,385$705 12/31/2023
TBH Global Asset Management LLC2,378$703 12/31/2023
     CAT2,378$703 12/31/2023
EverSource Wealth Advisors LLC2,367$700 12/31/2023
     CAT2,367$700 12/31/2023
Virtus ETF Advisers LLC2,362$698 12/31/2023
     CAT2,362$698 12/31/2023
Sound Income Strategies LLC1,900$696 03/31/2024
     CAT1,900$696 03/31/2024
Worth Financial Advisory Group LLC2,355$696 12/31/2023
     CAT2,355$696 12/31/2023
Cedar Brook Financial Partners LLC1,897$695 03/31/2024
     CAT1,897$695 03/31/2024
Appleton Partners Inc. MA1,895$694 03/31/2024
     CAT1,895$694 03/31/2024
W Advisors LLC2,344$693 12/31/2023
     CAT2,344$693 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC2,339$692 12/31/2023
     CAT2,339$692 12/31/2023
Advisor Resource Council2,337$691 12/31/2023
     CAT2,337$691 12/31/2023
Sound Financial Strategies Group LLC2,333$690 12/31/2023
     CAT2,333$690 12/31/2023
InTrack Investment Management Inc1,878$688 03/31/2024
     CAT1,878$688 03/31/2024
Goepper Burkhardt LLC2,170$688 12/31/2023
     CAT2,170$688 12/31/2023
Claris Advisors LLC MO2,316$685 12/31/2023
     CAT2,316$685 12/31/2023
Lcnb Corp2,314$684 12/31/2023
     CAT2,314$684 12/31/2023
Capital Planning Advisors LLC2,306$682 12/31/2023
     CAT2,306$682 12/31/2023
Golden State Equity Partners2,307$682 12/31/2023
     CAT2,307$682 12/31/2023
Mountain Pacific Investment Advisers Inc. ID1,858$681 03/31/2024
     CAT1,858$681 03/31/2024
Everpar Advisors LLC2,304$681 12/31/2023
     CAT2,304$681 12/31/2023
Thrive Wealth Management LLC1,851$678 03/31/2024
     CAT1,851$678 03/31/2024
Silvia Mccoll Wealth Management LLC1,822$678 03/31/2024
     CAT1,822$678 03/31/2024
Mustard Seed Financial LLC1,849$678 03/31/2024
     CAT1,849$678 03/31/2024
NovaPoint Capital LLC1,839$674 03/31/2024
     CAT1,839$674 03/31/2024
Firethorn Wealth Partners LLC1,837$673 03/31/2024
     CAT1,837$673 03/31/2024
Provence Wealth Management Group2,276$673 12/31/2023
     CAT2,276$673 12/31/2023
Aberdeen Wealth Management LLC2,262$669 12/31/2023
     CAT2,262$669 12/31/2023
Beverly Hills Private Wealth LLC2,257$667 12/31/2023
     CAT2,257$667 12/31/2023
RE Dickinson Investment Advisors LLC2,250$665 12/31/2023
     CAT2,250$665 12/31/2023
Sovereign Financial Group Inc.1,810$663 03/31/2024
     CAT1,810$663 03/31/2024
McBroom & Associates LLC1,806$662 03/31/2024
     CAT1,806$662 03/31/2024
Harbour Trust & Investment Management Co2,240$662 12/31/2023
     CAT2,240$662 12/31/2023
Intrust Bank NA2,235$661 12/31/2023
     CAT2,235$661 12/31/2023
Marks Group Wealth Management Inc2,234$661 12/31/2023
     CAT2,234$661 12/31/2023
Baker Boyer National Bank1,801$660 03/31/2024
     CAT1,801$660 03/31/2024
Cypress Asset Management Inc. TX2,230$659 12/31/2023
     CAT2,230$659 12/31/2023
Cahaba Wealth Management Inc.2,219$656 12/31/2023
     CAT2,219$656 12/31/2023
Benchmark Wealth Management LLC1,784$654 03/31/2024
     CAT1,784$654 03/31/2024
Athena Investment Management2,203$651 12/31/2023
     CAT2,203$651 12/31/2023
Sanders Morris Harris LLC1,775$650 03/31/2024
     CAT1,775$650 03/31/2024
Deseret Mutual Benefit Administrators2,198$650 12/31/2023
     CAT2,198$650 12/31/2023
Fiduciary Group LLC2,197$649 12/31/2023
     CAT2,197$649 12/31/2023
Pacifica Partners Inc.1,822$648 03/31/2024
     CAT1,822$648 03/31/2024
Blueshift Asset Management LLC2,193$648 12/31/2023
     CAT2,193$648 12/31/2023
Guardian Wealth Management Inc.2,192$648 12/31/2023
     CAT2,192$648 12/31/2023
Kohmann Bosshard Financial Services LLC1,762$646 03/31/2024
     CAT1,762$646 03/31/2024
Segment Wealth Management LLC2,180$645 12/31/2023
     CAT2,180$645 12/31/2023
Red Door Wealth Management LLC1,751$642 03/31/2024
     CAT1,751$642 03/31/2024
Mine & Arao Wealth Creation & Management LLC.2,171$642 12/31/2023
     CAT2,171$642 12/31/2023
DRW Securities LLC2,169$641 12/31/2023
     CAT2,169$641 12/31/2023
Advisor OS LLC2,166$641 12/31/2023
     CAT2,166$641 12/31/2023
Breakwater Capital Group1,741$638 03/31/2024
     CAT1,741$638 03/31/2024
Abacus Wealth Partners LLC1,742$638 03/31/2024
     CAT1,742$638 03/31/2024
NCM Capital Management LLC2,155$637 12/31/2023
     CAT2,155$637 12/31/2023
Scholtz & Company LLC2,150$636 12/31/2023
     CAT2,150$636 12/31/2023
Full Sail Capital LLC2,150$636 12/31/2023
     CAT2,150$636 12/31/2023
Tidemark LLC2,152$636 12/31/2023
     CAT2,152$636 12/31/2023
FUKOKU MUTUAL LIFE INSURANCE Co2,139$632 12/31/2023
     CAT2,139$632 12/31/2023
Wrapmanager Inc.2,138$632 12/31/2023
     CAT2,138$632 12/31/2023
Reynders McVeigh Capital Management LLC2,134$631 12/31/2023
     CAT2,134$631 12/31/2023
Oakworth Capital Inc.2,135$631 12/31/2023
     CAT2,135$631 12/31/2023
Olistico Wealth LLC2,130$630 12/31/2023
     CAT2,130$630 12/31/2023
Summit Financial Strategies Inc.2,127$629 12/31/2023
     CAT2,127$629 12/31/2023
Summit Global Investments2,127$629 12/31/2023
     CAT2,127$629 12/31/2023
Morningstar Investment Management LLC2,124$628 12/31/2023
     CAT2,124$628 12/31/2023
Capital Management Associates Inc2,124$628 12/31/2023
     CAT2,124$628 12/31/2023
Woodley Farra Manion Portfolio Management Inc.2,121$627 12/31/2023
     CAT2,121$627 12/31/2023
Home Federal Bank of Tennessee1,709$626 03/31/2024
     CAT1,709$626 03/31/2024
PDS Planning Inc2,115$625 12/31/2023
     CAT2,115$625 12/31/2023
Platform Technology Partners1,942$625 12/31/2023
     CAT1,942$625 12/31/2023
First Commonwealth Financial Corp PA 2,110$624 12/31/2023
     CAT2,110$624 12/31/2023
Options Solutions LLC2,110$624 12/31/2023
     CAT2,110$624 12/31/2023
Perpetual Ltd1,700$623 03/31/2024
     CAT1,700$623 03/31/2024
Trinity Financial Advisors LLC1,700$623 03/31/2024
     CAT1,700$623 03/31/2024
Guardian Wealth Advisors LLC NC2,105$622 12/31/2023
     CAT2,105$622 12/31/2023
Atlantic Trust LLC2,098$620 12/31/2023
     CAT2,098$620 12/31/2023
Traverso Chambers Private Wealth Management LLC2,098$620 12/31/2023
     CAT2,098$620 12/31/2023
First Financial Bankshares Inc2,095$619 12/31/2023
     CAT2,095$619 12/31/2023
Source Financial Advisors LLC2,086$617 12/31/2023
     CAT2,086$617 12/31/2023
Canopy Partners LLC2,088$617 12/31/2023
     CAT2,088$617 12/31/2023
Bensler LLC2,087$617 12/31/2023
     CAT2,087$617 12/31/2023
New Republic Capital LLC2,083$616 12/31/2023
     CAT2,083$616 12/31/2023
Kaydan Wealth Management Inc.1,677$615 03/31/2024
     CAT1,677$615 03/31/2024
Buck Wealth Strategies LLC2,082$615 12/31/2023
     CAT2,082$615 12/31/2023
Premier Path Wealth Partners LLC2,071$612 12/31/2023
     CAT2,071$612 12/31/2023
Martin Capital Advisors LLP2,065$611 12/31/2023
     CAT2,065$611 12/31/2023
Jeppson Wealth Management LLC1,665$610 03/31/2024
     CAT1,665$610 03/31/2024
CI Investments Inc.2,062$610 12/31/2023
     CAT2,062$610 12/31/2023
GSB Wealth Management LLC2,063$610 12/31/2023
     CAT2,063$610 12/31/2023
AF Advisors Inc.2,060$609 12/31/2023
     CAT2,060$609 12/31/2023
Addison Advisors LLC2,052$607 12/31/2023
     CAT2,052$607 12/31/2023
REDW Wealth LLC2,049$606 12/31/2023
     CAT2,049$606 12/31/2023
Tilt Investment Management Holdings PBC2,051$606 12/31/2023
     CAT2,051$606 12/31/2023
Capital Square LLC2,045$605 12/31/2023
     CAT2,045$605 12/31/2023
Lakeridge Wealth Management LLC2,039$603 12/31/2023
     CAT2,039$603 12/31/2023
Paulson Wealth Management Inc.2,036$602 12/31/2023
     CAT2,036$602 12/31/2023
Fulton Bank N.A.1,639$601 03/31/2024
     CAT1,639$601 03/31/2024
GHP Investment Advisors Inc.2,034$601 12/31/2023
     CAT2,034$601 12/31/2023
Alera Investment Advisors LLC2,031$601 12/31/2023
     CAT2,031$601 12/31/2023
First Trust Investment Solutions L.P.2,027$599 12/31/2023
     CAT2,027$599 12/31/2023
Townsend Asset Management Corp NC ADV2,019$597 12/31/2023
     CAT2,019$597 12/31/2023
SRB Corp2,015$596 12/31/2023
     CAT2,015$596 12/31/2023
Machina Capital S.A.S.2,010$594 12/31/2023
     CAT2,010$594 12/31/2023
Claro Advisors LLC1,616$592 03/31/2024
     CAT1,616$592 03/31/2024
Bienville Capital Management LLC2,000$591 12/31/2023
     CAT2,000$591 12/31/2023
Cito Capital Group LLC2,000$591 12/31/2023
     CAT2,000$591 12/31/2023
Lester Murray Antman dba SimplyRich1,996$590 12/31/2023
     CAT1,996$590 12/31/2023
Founders Financial Alliance LLC1,992$589 12/31/2023
     CAT1,992$589 12/31/2023
Winthrop Capital Management LLC1,989$588 12/31/2023
     CAT1,989$588 12/31/2023
American Trust1,980$585 12/31/2023
     CAT1,980$585 12/31/2023
Shoker Investment Counsel Inc.1,967$582 12/31/2023
     CAT1,967$582 12/31/2023
Wsfs Capital Management LLC1,969$582 12/31/2023
     CAT1,969$582 12/31/2023
Fortress Wealth Group LLC1,991$582 12/31/2023
     CAT1,991$582 12/31/2023
Sterling Wealth Management Inc.1,969$582 12/31/2023
     CAT1,969$582 12/31/2023
L.M. Kohn & Company1,950$577 12/31/2023
     CAT1,950$577 12/31/2023
Addison Capital Co1,945$575 12/31/2023
     CAT1,945$575 12/31/2023
BCS Wealth Management1,566$574 03/31/2024
     CAT1,566$574 03/31/2024
Trust Co. of Virginia VA1,563$573 03/31/2024
     CAT1,563$573 03/31/2024
Oak Hill Wealth Advisors LLC1,934$572 12/31/2023
     CAT1,934$572 12/31/2023
Newbridge Financial Services Group Inc.1,942$571 12/31/2023
     CAT1,942$571 12/31/2023
Austin Private Wealth LLC $569 03/31/2024
     CAT1,515$569 03/31/2024
     Call100$0 03/31/2024
AFT Forsyth & Company Inc.1,925$569 12/31/2023
     CAT1,925$569 12/31/2023
Latitude Advisors LLC1,923$569 12/31/2023
     CAT1,923$569 12/31/2023
First Financialcorp IN1,551$568 03/31/2024
     CAT1,551$568 03/31/2024
Elwood & Goetz Wealth Advisory Group LLC1,916$567 12/31/2023
     CAT1,916$567 12/31/2023
Obsidian Personal Planning Solutions LLC1,910$565 12/31/2023
     CAT1,910$565 12/31/2023
Centurion Wealth Management LLC1,908$564 12/31/2023
     CAT1,908$564 12/31/2023
Sunburst Financial Group LLC1,549$563 03/31/2024
     CAT1,549$563 03/31/2024
Waterway Wealth Management LLC1,534$562 03/31/2024
     CAT1,534$562 03/31/2024
Ramsay Stattman Vela & Price Inc.1,900$562 12/31/2023
     CAT1,900$562 12/31/2023
Loomis Sayles & Co. L P1,894$560 12/31/2023
     CAT1,894$560 12/31/2023
Patriot Financial Group Insurance Agency LLC1,893$560 12/31/2023
     CAT1,893$560 12/31/2023
Affinity Capital Advisors LLC1,523$558 03/31/2024
     CAT1,523$558 03/31/2024
Proficio Capital Partners LLC1,885$557 12/31/2023
     CAT1,885$557 12/31/2023
KKM Financial LLC1,883$557 12/31/2023
     CAT1,883$557 12/31/2023
Peoples Bank KS1,517$556 03/31/2024
     CAT1,517$556 03/31/2024
Fulton Breakefield Broenniman LLC1,882$556 12/31/2023
     CAT1,882$556 12/31/2023
Glassman Wealth Services1,878$555 12/31/2023
     CAT1,878$555 12/31/2023
Doliver Advisors LP1,513$554 03/31/2024
     CAT1,513$554 03/31/2024
Stonebrook Private Inc.1,875$554 12/31/2023
     CAT1,875$554 12/31/2023
Strategic Equity Management1,504$551 03/31/2024
     CAT1,504$551 03/31/2024
Barr E S & Co.1,863$551 12/31/2023
     CAT1,863$551 12/31/2023
Transcendent Capital Group LLC1,863$551 12/31/2023
     CAT1,863$551 12/31/2023
Chickasaw Capital Management LLC1,500$550 03/31/2024
     CAT1,500$550 03/31/2024
Horst & Graben Wealth Management LLC1,862$550 12/31/2023
     CAT1,862$550 12/31/2023
Bard Financial Services Inc.1,860$550 12/31/2023
     CAT1,860$550 12/31/2023
Montz Harcus Wealth Management LLC1,860$550 12/31/2023
     CAT1,860$550 12/31/2023
Diversified LLC1,858$549 12/31/2023
     CAT1,858$549 12/31/2023
Legacy Financial Advisors Inc.1,853$548 12/31/2023
     CAT1,853$548 12/31/2023
Integrated Investment Consultants LLC1,490$546 03/31/2024
     CAT1,490$546 03/31/2024
Sterling Investment Advisors Ltd.1,845$546 12/31/2023
     CAT1,845$546 12/31/2023
TFG Advisers LLC1,843$545 12/31/2023
     CAT1,843$545 12/31/2023
Shelton Wealth Management LLC1,842$545 12/31/2023
     CAT1,842$545 12/31/2023
Zullo Investment Group Inc.1,840$544 12/31/2023
     CAT1,840$544 12/31/2023
Gradient Capital Advisors LLC1,483$543 03/31/2024
     CAT1,483$543 03/31/2024
Chicago Partners Investment Group LLC1,869$543 12/31/2023
     CAT1,869$543 12/31/2023
Davis Investment Partners LLC1,454$541 03/31/2024
     CAT1,454$541 03/31/2024
Commerzbank Aktiengesellschaft FI1,829$541 12/31/2023
     CAT1,829$541 12/31/2023
First Western Trust Bank1,827$540 12/31/2023
     CAT1,827$540 12/31/2023
Plancorp LLC1,825$540 12/31/2023
     CAT1,825$540 12/31/2023
Sepio Capital LP1,827$540 12/31/2023
     CAT1,827$540 12/31/2023
Congress Park Capital LLC1,470$539 03/31/2024
     CAT1,470$539 03/31/2024
Smith Anglin Financial LLC1,823$539 12/31/2023
     CAT1,823$539 12/31/2023
Avestar Capital LLC1,815$537 12/31/2023
     CAT1,815$537 12/31/2023
Bedel Financial Consulting Inc.1,818$537 12/31/2023
     CAT1,818$537 12/31/2023
Pacitti Group Inc.1,808$535 12/31/2023
     CAT1,808$535 12/31/2023
MBL Wealth LLC1,808$535 12/31/2023
     CAT1,808$535 12/31/2023
Union Savings Bank1,808$535 12/31/2023
     CAT1,808$535 12/31/2023
Channel Wealth LLC1,456$534 03/31/2024
     CAT1,456$534 03/31/2024
Taylor Financial Group Inc.1,805$534 12/31/2023
     CAT1,805$534 12/31/2023
Telemus Capital LLC1,801$533 12/31/2023
     CAT1,801$533 12/31/2023
Harris Associates L P1,800$532 12/31/2023
     CAT1,800$532 12/31/2023
Cubist Systematic Strategies LLC $532 12/31/2023
     Call73,000$21,584 12/31/2023
     Put71,200$21,052 12/31/2023
Edmp Inc.1,792$530 12/31/2023
     CAT1,792$530 12/31/2023
Audent Global Asset Management LLC1,793$530 12/31/2023
     CAT1,793$530 12/31/2023
Lakeside Advisors INC.1,781$527 12/31/2023
     CAT1,781$527 12/31/2023
MBA Advisors LLC1,777$526 12/31/2023
     CAT1,777$526 12/31/2023
Harel Insurance Investments & Financial Services Ltd.1,764$524 12/31/2023
     CAT1,764$524 12/31/2023
Baker Ellis Asset Management LLC1,427$523 03/31/2024
     CAT1,427$523 03/31/2024
MPS Loria Financial Planners LLC1,426$523 03/31/2024
     CAT1,426$523 03/31/2024
Rise Advisors LLC1,428$523 03/31/2024
     CAT1,428$523 03/31/2024
Sandy Cove Advisors LLC1,427$523 03/31/2024
     CAT1,427$523 03/31/2024
Boston Financial Mangement LLC1,768$523 12/31/2023
     CAT1,768$523 12/31/2023
Richwood Investment Advisors LLC1,770$523 12/31/2023
     CAT1,770$523 12/31/2023
Walter & Keenan Financial Consulting Co. MI ADV1,760$520 12/31/2023
     CAT1,760$520 12/31/2023
LifeSteps Financial Inc.1,759$520 12/31/2023
     CAT1,759$520 12/31/2023
STAR Financial Bank1,757$519 12/31/2023
     CAT1,757$519 12/31/2023
One Degree Advisors Inc1,615$519 12/31/2023
     CAT1,615$519 12/31/2023
Calamos Wealth Management LLC1,751$518 12/31/2023
     CAT1,751$518 12/31/2023
Taylor Hoffman Wealth Management1,748$517 12/31/2023
     CAT1,748$517 12/31/2023
Advisory Resource Group1,739$514 12/31/2023
     CAT1,739$514 12/31/2023
Boomfish Wealth Group LLC1,740$514 12/31/2023
     CAT1,740$514 12/31/2023
New Century Financial Group LLC1,735$513 12/31/2023
     CAT1,735$513 12/31/2023
Evermay Wealth Management LLC1,732$512 12/31/2023
     CAT1,732$512 12/31/2023
Check Capital Management Inc. CA1,717$508 12/31/2023
     CAT1,717$508 12/31/2023
Derbend Asset Management1,718$508 12/31/2023
     CAT1,718$508 12/31/2023
Coastwise Capital Group LLC1,717$508 12/31/2023
     CAT1,717$508 12/31/2023
Retirement Planning Group1,381$506 03/31/2024
     CAT1,381$506 03/31/2024
Raab & Moskowitz Asset Management LLC1,711$506 12/31/2023
     CAT1,711$506 12/31/2023
PBMares Wealth Management LLC1,711$506 12/31/2023
     CAT1,711$506 12/31/2023
Thomas Story & Son LLC1,700$503 12/31/2023
     CAT1,700$503 12/31/2023
SJS Investment Consulting Inc.1,369$502 03/31/2024
     CAT1,369$502 03/31/2024
Meadow Creek Wealth Advisors LLC1,699$502 12/31/2023
     CAT1,699$502 12/31/2023
YHB Investment Advisors Inc.1,692$500 12/31/2023
     CAT1,692$500 12/31/2023
Chesley Taft & Associates LLC1,363$499 03/31/2024
     CAT1,363$499 03/31/2024
Orrstown Financial Services Inc.1,360$498 03/31/2024
     CAT1,360$498 03/31/2024
Impact Partnership Wealth LLC1,684$498 12/31/2023
     CAT1,684$498 12/31/2023
Forte Capital LLC ADV1,680$497 12/31/2023
     CAT1,680$497 12/31/2023
AdvisorShares Investments LLC1,680$497 12/31/2023
     CAT1,680$497 12/31/2023
Hollencrest Capital Management1,677$496 12/31/2023
     CAT1,677$496 12/31/2023
Everhart Financial Group Inc.1,676$496 12/31/2023
     CAT1,676$496 12/31/2023
First Community Trust NA1,350$495 03/31/2024
     CAT1,350$495 03/31/2024
Evanson Asset Management LLC1,350$495 03/31/2024
     CAT1,350$495 03/31/2024
Verity Asset Management Inc.1,672$494 12/31/2023
     CAT1,672$494 12/31/2023
Callan Family Office LLC1,672$494 12/31/2023
     CAT1,672$494 12/31/2023
Seed Wealth Management Inc.1,355$493 03/31/2024
     CAT1,355$493 03/31/2024
Cornerstone Advisory LLC1,668$493 12/31/2023
     CAT1,668$493 12/31/2023
Sendero Wealth Management LLC1,344$492 03/31/2024
     CAT1,344$492 03/31/2024
Edgestream Partners L.P.1,659$491 12/31/2023
     CAT1,659$491 12/31/2023
Arcataur Capital Management LLC1,659$491 12/31/2023
     CAT1,659$491 12/31/2023
Burke & Herbert Bank & Trust Co.1,337$490 03/31/2024
     CAT1,337$490 03/31/2024
Hohimer Wealth Management LLC1,658$490 12/31/2023
     CAT1,658$490 12/31/2023
Wendell David Associates Inc.1,653$489 12/31/2023
     CAT1,653$489 12/31/2023
Cooper Haims Advisors LLC1,653$489 12/31/2023
     CAT1,653$489 12/31/2023
Fairfield Bush & CO.1,650$488 12/31/2023
     CAT1,650$488 12/31/2023
Lafayette Investments Inc.1,650$488 12/31/2023
     CAT1,650$488 12/31/2023
Cassaday & Co Wealth Management LLC1,651$488 12/31/2023
     CAT1,651$488 12/31/2023
Smartleaf Asset Management LLC1,648$488 12/31/2023
     CAT1,648$488 12/31/2023
American Money Management LLC1,646$487 12/31/2023
     CAT1,646$487 12/31/2023
Tennessee Valley Asset Management Partners1,647$487 12/31/2023
     CAT1,647$487 12/31/2023
Core Alternative Capital1,643$486 12/31/2023
     CAT1,643$486 12/31/2023
Novare Capital Management LLC1,642$485 12/31/2023
     CAT1,642$485 12/31/2023
First National Corp MA ADV1,318$483 03/31/2024
     CAT1,318$483 03/31/2024
WealthTrust Axiom LLC1,629$482 12/31/2023
     CAT1,629$482 12/31/2023
Operose Advisors LLC1,625$481 12/31/2023
     CAT1,625$481 12/31/2023
Arrowstreet Capital Limited Partnership1,622$480 12/31/2023
     CAT1,622$480 12/31/2023
United Bank1,622$480 12/31/2023
     CAT1,622$480 12/31/2023
Sweet Financial Partners LLC1,624$480 12/31/2023
     CAT1,624$480 12/31/2023
Armstrong Fleming & Moore Inc1,622$480 12/31/2023
     CAT1,622$480 12/31/2023
Forbes J M & Co. LLP1,307$479 03/31/2024
     CAT1,307$479 03/31/2024
Savvy Advisors Inc.1,621$479 12/31/2023
     CAT1,621$479 12/31/2023
Beaumont Financial Advisors LLC1,618$478 12/31/2023
     CAT1,618$478 12/31/2023
Camden National Bank1,605$475 12/31/2023
     CAT1,605$475 12/31/2023
Vishria Bird Financial Group LLC1,606$475 12/31/2023
     CAT1,606$475 12/31/2023
WESCAP Management Group Inc.1,600$473 12/31/2023
     CAT1,600$473 12/31/2023
Icapital Wealth LLC1,600$473 12/31/2023
     CAT1,600$473 12/31/2023
Gilman Hill Asset Management LLC1,279$469 03/31/2024
     CAT1,279$469 03/31/2024
Wealthsource Partners LLC1,586$469 12/31/2023
     CAT1,586$469 12/31/2023
Burford Brothers Inc.1,582$468 12/31/2023
     CAT1,582$468 12/31/2023
Gillespie Robinson & Grimm Inc.1,275$467 03/31/2024
     CAT1,275$467 03/31/2024
Prosperity Financial Group Inc.1,579$467 12/31/2023
     CAT1,579$467 12/31/2023
Jump Financial LLC1,573$465 12/31/2023
     CAT1,573$465 12/31/2023
Davidson Investment Advisors1,570$464 12/31/2023
     CAT1,570$464 12/31/2023
Regent Peak Wealth Advisors LLC1,568$464 12/31/2023
     CAT1,568$464 12/31/2023
Sage Mountain Advisors LLC1,571$464 12/31/2023
     CAT1,571$464 12/31/2023
Vertex Planning Partners LLC1,565$463 12/31/2023
     CAT1,565$463 12/31/2023
Tradition Wealth Management LLC1,559$461 12/31/2023
     CAT1,559$461 12/31/2023
Braun Bostich & Associates Inc.1,556$460 12/31/2023
     CAT1,556$460 12/31/2023
Quantum Financial Advisors LLC1,552$459 12/31/2023
     CAT1,552$459 12/31/2023
Smith Shellnut Wilson LLC ADV1,550$458 12/31/2023
     CAT1,550$458 12/31/2023
Bridgeworth LLC1,550$458 12/31/2023
     CAT1,550$458 12/31/2023
Charter Oak Capital Management LLC1,549$458 12/31/2023
     CAT1,549$458 12/31/2023
Contravisory Investment Management Inc.1,245$456 03/31/2024
     CAT1,245$456 03/31/2024
CapWealth Advisors LLC1,542$456 12/31/2023
     CAT1,542$456 12/31/2023
Sanchez Wealth Management Group1,542$456 12/31/2023
     CAT1,542$456 12/31/2023
VisionPoint Advisory Group LLC1,542$456 12/31/2023
     CAT1,542$456 12/31/2023
West Family Investments Inc.1,539$455 12/31/2023
     CAT1,539$455 12/31/2023
SAM Advisors LLC1,540$455 12/31/2023
     CAT1,540$455 12/31/2023
Warren Street Wealth Advisors LLC1,535$454 12/31/2023
     CAT1,535$454 12/31/2023
MCF Advisors LLC1,234$452 03/31/2024
     CAT1,234$452 03/31/2024
Van Cleef Asset Management Inc1,530$452 12/31/2023
     CAT1,530$452 12/31/2023
Soltis Investment Advisors LLC1,530$452 12/31/2023
     CAT1,530$452 12/31/2023
Allstate Corp1,524$451 12/31/2023
     CAT1,524$451 12/31/2023
Grove Bank & Trust1,525$451 12/31/2023
     CAT1,525$451 12/31/2023
Bigelow Investment Advisors LLC1,527$451 12/31/2023
     CAT1,527$451 12/31/2023
West Michigan Advisors LLC1,519$449 12/31/2023
     CAT1,519$449 12/31/2023
Next Level Private LLC1,220$447 03/31/2024
     CAT1,220$447 03/31/2024
Comprehensive Financial Consultants Institutional Inc.1,511$447 12/31/2023
     CAT1,511$447 12/31/2023
Mizuho Securities Co. Ltd.1,510$446 12/31/2023
     CAT1,510$446 12/31/2023
Psagot Value Holdings Ltd. Israel 1,503$445 12/31/2023
     CAT1,503$445 12/31/2023
Bell Bank1,500$444 12/31/2023
     CAT1,500$444 12/31/2023
RBO & Co. LLC1,500$444 12/31/2023
     CAT1,500$444 12/31/2023
Jupiter Wealth Management LLC1,500$444 12/31/2023
     CAT1,500$444 12/31/2023
Stokes Family Office LLC1,500$444 12/31/2023
     CAT1,500$444 12/31/2023
Tectonic Advisors LLC1,502$444 12/31/2023
     CAT1,502$444 12/31/2023
Bremer Bank National Association1,206$442 03/31/2024
     CAT1,206$442 03/31/2024
Center For Asset Management LLC1,494$442 12/31/2023
     CAT1,494$442 12/31/2023
Andina Capital Management LLC1,205$441 03/31/2024
     CAT1,205$441 03/31/2024
Gould Asset Management LLC CA1,490$441 12/31/2023
     CAT1,490$441 12/31/2023
Longfellow Investment Management Co. LLC1,490$441 12/31/2023
     CAT1,490$441 12/31/2023
SageView Advisory Group LLC1,444$440 12/31/2023
     CAT1,444$440 12/31/2023
CJM Wealth Advisers Ltd.1,198$439 03/31/2024
     CAT1,198$439 03/31/2024
TrinityPoint Wealth LLC1,486$439 12/31/2023
     CAT1,486$439 12/31/2023
Private Portfolio Partners LLC1,481$438 12/31/2023
     CAT1,481$438 12/31/2023
N.E.W. Advisory Services LLC1,483$438 12/31/2023
     CAT1,483$438 12/31/2023
Five Oceans Advisors1,192$437 03/31/2024
     CAT1,192$437 03/31/2024
IMS Capital Management1,475$436 12/31/2023
     CAT1,475$436 12/31/2023
Acima Private Wealth LLC1,473$436 12/31/2023
     CAT1,473$436 12/31/2023
Weil Company Inc.1,469$434 12/31/2023
     CAT1,469$434 12/31/2023
Aua Capital Management LLC1,180$433 03/31/2024
     CAT1,180$433 03/31/2024
Planning Center Inc.1,463$433 12/31/2023
     CAT1,463$433 12/31/2023
Hara Capital LLC1,465$433 12/31/2023
     CAT1,465$433 12/31/2023
Castle Rock Wealth Management LLC1,499$432 12/31/2023
     CAT1,499$432 12/31/2023
Objective Capital Management LLC1,459$431 12/31/2023
     CAT1,459$431 12/31/2023
RKL Wealth Management LLC1,455$430 12/31/2023
     CAT1,455$430 12/31/2023
Financial Partners Group Inc1,451$429 12/31/2023
     CAT1,451$429 12/31/2023
Alan B. Lancz & Associates Inc.1,450$429 12/31/2023
     CAT1,450$429 12/31/2023
Bangor Savings Bank1,169$428 03/31/2024
     CAT1,169$428 03/31/2024
HTLF Bank1,446$428 12/31/2023
     CAT1,446$428 12/31/2023
Frisch Financial Group Inc.1,443$427 12/31/2023
     CAT1,443$427 12/31/2023
Garden State Investment Advisory Services LLC1,444$427 12/31/2023
     CAT1,444$427 12/31/2023
Capital Advisors Wealth Management LLC1,163$426 03/31/2024
     CAT1,163$426 03/31/2024
Valley National Advisers Inc.1,441$426 12/31/2023
     CAT1,441$426 12/31/2023
Excalibur Management Corp1,440$426 12/31/2023
     CAT1,440$426 12/31/2023
South Street Advisors LLC1,440$426 12/31/2023
     CAT1,440$426 12/31/2023
Mengis Capital Management Inc.1,437$425 12/31/2023
     CAT1,437$425 12/31/2023
Eagle Wealth Strategies LLC1,166$424 03/31/2024
     CAT1,166$424 03/31/2024
Nadler Financial Group Inc.1,433$424 12/31/2023
     CAT1,433$424 12/31/2023
Fagan Associates Inc.1,435$424 12/31/2023
     CAT1,435$424 12/31/2023
Schulhoff & Co. Inc.1,430$423 12/31/2023
     CAT1,430$423 12/31/2023
Signet Investment Advisory Group Inc.1,430$423 12/31/2023
     CAT1,430$423 12/31/2023
Acas LLC1,429$423 12/31/2023
     CAT1,429$423 12/31/2023
Sugarloaf Wealth Management LLC1,427$422 12/31/2023
     CAT1,427$422 12/31/2023
Braun Stacey Associates Inc.1,425$421 12/31/2023
     CAT1,425$421 12/31/2023
Enterprise Financial Services Corp1,422$420 12/31/2023
     CAT1,422$420 12/31/2023
Personal CFO Solutions LLC1,419$420 12/31/2023
     CAT1,419$420 12/31/2023
Gryphon Financial Partners LLC1,496$420 12/31/2023
     CAT1,496$420 12/31/2023
Taddei Ludwig & Associates Inc.1,419$420 12/31/2023
     CAT1,419$420 12/31/2023
CoreFirst Bank & Trust1,422$420 12/31/2023
     CAT1,422$420 12/31/2023
Eaton Financial Holdings Company LLC1,420$420 12/31/2023
     CAT1,420$420 12/31/2023
Kozak & Associates Inc.1,457$419 12/31/2023
     CAT1,457$419 12/31/2023
Wealth Alliance1,418$419 12/31/2023
     CAT1,418$419 12/31/2023
Bender Robert & Associates1,414$418 12/31/2023
     CAT1,414$418 12/31/2023
Peregrine Asset Advisers Inc.1,414$418 12/31/2023
     CAT1,414$418 12/31/2023
Apexium Financial LP1,414$418 12/31/2023
     CAT1,414$418 12/31/2023
MinichMacGregor Wealth Management LLC1,146$417 03/31/2024
     CAT1,146$417 03/31/2024
Apollon Financial LLC1,407$416 12/31/2023
     CAT1,407$416 12/31/2023
Quent Capital LLC1,403$415 12/31/2023
     CAT1,403$415 12/31/2023
Lazari Capital Management Inc.1,403$415 12/31/2023
     CAT1,403$415 12/31/2023
Ironwood Investment Management LLC1,400$414 12/31/2023
     CAT1,400$414 12/31/2023
New Jersey Better Educational Savings Trust1,400$414 12/31/2023
     CAT1,400$414 12/31/2023
Alta Advisers Ltd1,400$414 12/31/2023
     CAT1,400$414 12/31/2023
Laurel Wealth Advisors LLC1,401$414 12/31/2023
     CAT1,401$414 12/31/2023
Smith Chas P & Associates PA Cpas1,397$413 12/31/2023
     CAT1,397$413 12/31/2023
GUNN & Co INVESTMENT MANAGEMENT INC.1,397$413 12/31/2023
     CAT1,397$413 12/31/2023
Selective Wealth Management Inc.1,104$411 03/31/2024
     CAT1,104$411 03/31/2024
Register Financial Advisors LLC1,123$411 03/31/2024
     CAT1,123$411 03/31/2024
Benedetti & Gucer Inc.1,391$411 12/31/2023
     CAT1,391$411 12/31/2023
Spring Capital Management LLC1,120$410 03/31/2024
     CAT1,120$410 03/31/2024
Rosenberg Matthew Hamilton1,384$409 12/31/2023
     CAT1,384$409 12/31/2023
Fingerlakes Wealth Management Inc.1,382$409 12/31/2023
     CAT1,382$409 12/31/2023
Invesco LLC1,383$409 12/31/2023
     CAT1,383$409 12/31/2023
Citizens Business Bank1,113$408 03/31/2024
     CAT1,113$408 03/31/2024
Trustco Bank Corp N Y1,381$408 12/31/2023
     CAT1,381$408 12/31/2023
Householder Group Estate & Retirement Specialist LLC1,381$408 12/31/2023
     CAT1,381$408 12/31/2023
Sfmg LLC1,376$407 12/31/2023
     CAT1,376$407 12/31/2023
Blankinship & Foster LLC1,377$407 12/31/2023
     CAT1,377$407 12/31/2023
apricus wealth LLC1,375$407 12/31/2023
     CAT1,375$407 12/31/2023
Traveka Wealth LLC1,109$406 03/31/2024
     CAT1,109$406 03/31/2024
Meredith Wealth Planning1,369$405 12/31/2023
     CAT1,369$405 12/31/2023
Cutler Group LP $403 03/31/2024
     Call5,600$408 03/31/2024
     Put3,300$5 03/31/2024
Hengehold Capital Management LLC1,099$403 03/31/2024
     CAT1,099$403 03/31/2024
FDx Advisors Inc.1,363$403 12/31/2023
     CAT1,363$403 12/31/2023
Westshore Wealth LLC1,363$403 12/31/2023
     CAT1,363$403 12/31/2023
HAP Trading LLC $402 12/31/2023
     Call11,400$419 12/31/2023
     Put12,500$17 12/31/2023
Relyea Zuckerberg Hanson LLC1,358$402 12/31/2023
     CAT1,358$402 12/31/2023
Isthmus Partners LLC1,357$401 12/31/2023
     CAT1,357$401 12/31/2023
Waypoint Capital Advisors LLC1,355$401 12/31/2023
     CAT1,355$401 12/31/2023
Greenwood Capital Associates LLC1,352$400 12/31/2023
     CAT1,352$400 12/31/2023
Birchcreek Wealth Management LLC1,354$400 12/31/2023
     CAT1,354$400 12/31/2023
McGowan Group Asset Management Inc.1,349$399 12/31/2023
     CAT1,349$399 12/31/2023
Zions Bancorporation N.A.1,348$399 12/31/2023
     CAT1,348$399 12/31/2023
Herold Advisors Inc.1,350$399 12/31/2023
     CAT1,350$399 12/31/2023
CarsonAllaria Wealth Management Ltd.1,350$399 12/31/2023
     CAT1,350$399 12/31/2023
Financial Engines Advisors L.L.C.1,345$398 12/31/2023
     CAT1,345$398 12/31/2023
Coyle Financial Counsel LLC1,347$398 12/31/2023
     CAT1,347$398 12/31/2023
Cortland Associates Inc. MO1,341$396 12/31/2023
     CAT1,341$396 12/31/2023
Van Hulzen Asset Management LLC1,339$396 12/31/2023
     CAT1,339$396 12/31/2023
Larson Financial Group LLC1,341$396 12/31/2023
     CAT1,341$396 12/31/2023
Graves Light Private Wealth Management Inc.1,332$394 12/31/2023
     CAT1,332$394 12/31/2023
Pinnacle Financial Group LLC IL1,332$394 12/31/2023
     CAT1,332$394 12/31/2023
Compass Financial Group INC SD1,074$393 03/31/2024
     CAT1,074$393 03/31/2024
VeraBank N.A.1,326$392 12/31/2023
     CAT1,326$392 12/31/2023
Liberty Wealth Management LLC1,226$392 12/31/2023
     CAT1,226$392 12/31/2023
Smart Portfolios LLC1,215$391 12/31/2023
     CAT1,215$391 12/31/2023
Resonant Capital Advisors LLC1,323$391 12/31/2023
     CAT1,323$391 12/31/2023
Insight Advisors LLC PA1,323$391 12/31/2023
     CAT1,323$391 12/31/2023
First Hawaiian Bank1,064$390 03/31/2024
     CAT1,064$390 03/31/2024
Town & Country Bank & Trust CO dba First Bankers Trust CO1,063$390 03/31/2024
     CAT1,063$390 03/31/2024
Monarch Capital Management Inc.1,317$389 12/31/2023
     CAT1,317$389 12/31/2023
Petix & Botte Co1,312$388 12/31/2023
     CAT1,312$388 12/31/2023
Waters Parkerson & CO. LLC1,309$387 12/31/2023
     CAT1,309$387 12/31/2023
Evoke Wealth LLC1,309$387 12/31/2023
     CAT1,309$387 12/31/2023
Baldwin Brothers Inc. MA1,050$385 03/31/2024
     CAT1,050$385 03/31/2024
Morris Retirement Advisors LLC1,301$385 12/31/2023
     CAT1,301$385 12/31/2023
Peterson Wealth Advisors LLC1,047$384 03/31/2024
     CAT1,047$384 03/31/2024
Landaas & Co. WI ADV1,298$384 12/31/2023
     CAT1,298$384 12/31/2023
Wellington Shields Capital Management LLC1,300$384 12/31/2023
     CAT1,300$384 12/31/2023
Investment Advisory Services Inc. TX ADV1,297$383 12/31/2023
     CAT1,297$383 12/31/2023
Tower Wealth Partners Inc.1,043$382 03/31/2024
     CAT1,043$382 03/31/2024
Acorn Financial Advisory Services Inc. ADV1,296$382 12/31/2023
     CAT1,296$382 12/31/2023
Castleark Management LLC1,290$381 12/31/2023
     CAT1,290$381 12/31/2023
USA Financial Portformulas Corp1,290$381 12/31/2023
     CAT1,290$381 12/31/2023
Lbmc Investment Advisors LLC1,036$380 03/31/2024
     CAT1,036$380 03/31/2024
MRP Capital Investments LLC1,285$380 12/31/2023
     CAT1,285$380 12/31/2023
Onyx Financial Advisors LLC1,035$379 03/31/2024
     CAT1,035$379 03/31/2024
North Star Asset Management Inc.1,281$379 12/31/2023
     CAT1,281$379 12/31/2023
Northwest Bancshares Inc.1,282$379 12/31/2023
     CAT1,282$379 12/31/2023
Wall Street Access Asset Management LLC1,283$379 12/31/2023
     CAT1,283$379 12/31/2023
Annex Advisory Services LLC1,032$378 03/31/2024
     CAT1,032$378 03/31/2024
Hall Laurie J Trustee1,280$378 12/31/2023
     CAT1,280$378 12/31/2023
Purus Wealth Management LLC1,029$377 03/31/2024
     CAT1,029$377 03/31/2024
Alpha Family Trust1,270$376 12/31/2023
     CAT1,270$376 12/31/2023
NewEdge Wealth LLC1,272$376 12/31/2023
     CAT1,272$376 12/31/2023
Crane Advisory LLC1,014$375 03/31/2024
     CAT1,014$375 03/31/2024
Landmark Financial Advisors LLC1,267$375 12/31/2023
     CAT1,267$375 12/31/2023
Highview Capital Management LLC DE 1,260$373 12/31/2023
     CAT1,260$373 12/31/2023
Exchange Capital Management Inc.1,016$372 03/31/2024
     CAT1,016$372 03/31/2024
Epic Trust Investment Advisors LLC1,258$372 12/31/2023
     CAT1,258$372 12/31/2023
OLD Second National Bank of Aurora1,254$371 12/31/2023
     CAT1,254$371 12/31/2023
DF Dent & Co. Inc.1,256$371 12/31/2023
     CAT1,256$371 12/31/2023
Tortoise Investment Management LLC1,254$371 12/31/2023
     CAT1,254$371 12/31/2023
Perkins Coie Trust Co1,011$370 03/31/2024
     CAT1,011$370 03/31/2024
S.A. Mason LLC1,003$368 03/31/2024
     CAT1,003$368 03/31/2024
Grant Street Asset Management Inc.1,244$368 12/31/2023
     CAT1,244$368 12/31/2023
Merrion Investment Management Co LLC1,000$366 03/31/2024
     CAT1,000$366 03/31/2024
Elk River Wealth Management LLC1,000$366 03/31/2024
     CAT1,000$366 03/31/2024
Greenup Street Wealth Management LLC1,238$366 12/31/2023
     CAT1,238$366 12/31/2023
FIL Ltd1,234$365 12/31/2023
     CAT1,234$365 12/31/2023
Boston Trust Walden Corp1,234$365 12/31/2023
     CAT1,234$365 12/31/2023
Millington Financial Advisors LLC1,235$365 12/31/2023
     CAT1,235$365 12/31/2023
Callan Capital LLC1,230$364 12/31/2023
     CAT1,230$364 12/31/2023
Richard W. Paul & Associates LLC1,228$363 12/31/2023
     CAT1,228$363 12/31/2023
Resource Consulting Group Inc.1,223$362 12/31/2023
     CAT1,223$362 12/31/2023
Eudaimonia Advisors LLC1,223$362 12/31/2023
     CAT1,223$362 12/31/2023
Canal Capital Management LLC1,222$361 12/31/2023
     CAT1,222$361 12/31/2023
Indie Asset Partners LLC1,223$361 12/31/2023
     CAT1,223$361 12/31/2023
OLD Point Trust & Financial Services N A1,217$360 12/31/2023
     CAT1,217$360 12/31/2023
Joule Financial LLC1,214$359 12/31/2023
     CAT1,214$359 12/31/2023
Green Square Capital Advisors LLC1,209$358 12/31/2023
     CAT1,209$358 12/31/2023
Private Capital Management LLC972$356 03/31/2024
     CAT972$356 03/31/2024
Foster Group Inc.971$356 03/31/2024
     CAT971$356 03/31/2024
Greenline Partners LLC1,205$356 12/31/2023
     CAT1,205$356 12/31/2023
Silver Coast Investments LLC1,204$356 12/31/2023
     CAT1,204$356 12/31/2023
Chico Wealth RIA969$355 03/31/2024
     CAT969$355 03/31/2024
Pacific Global Investment Management CO1,199$355 12/31/2023
     CAT1,199$355 12/31/2023
FCA Corp TX1,200$355 12/31/2023
     CAT1,200$355 12/31/2023
Baystate Wealth Management LLC1,200$355 12/31/2023
     CAT1,200$355 12/31/2023
Garrett Wealth Advisory Group LLC1,202$355 12/31/2023
     CAT1,202$355 12/31/2023
Waterloo Capital L.P.1,202$355 12/31/2023
     CAT1,202$355 12/31/2023
Ellenbecker Investment Group963$353 03/31/2024
     CAT963$353 03/31/2024
Kathmere Capital Management LLC961$352 03/31/2024
     CAT961$352 03/31/2024
Dudley Capital Management LLC1,186$351 12/31/2023
     CAT1,186$351 12/31/2023
Mayfair Advisory Group LLC955$350 03/31/2024
     CAT955$350 03/31/2024
Sivia Capital Partners LLC954$350 03/31/2024
     CAT954$350 03/31/2024
Westover Capital Advisors LLC1,184$350 12/31/2023
     CAT1,184$350 12/31/2023
Gerber Kawasaki Wealth & Investment Management1,183$350 12/31/2023
     CAT1,183$350 12/31/2023
Keb Asset Management LLC1,179$349 12/31/2023
     CAT1,179$349 12/31/2023
Mount Vernon Associates Inc. MD1,176$348 12/31/2023
     CAT1,176$348 12/31/2023
Davidson Trust Co.1,177$348 12/31/2023
     CAT1,177$348 12/31/2023
Secure Asset Management LLC1,177$348 12/31/2023
     CAT1,177$348 12/31/2023
Sunflower Bank N.A.948$347 03/31/2024
     CAT948$347 03/31/2024
Regatta Capital Group LLC1,172$347 12/31/2023
     CAT1,172$347 12/31/2023
Beacon Capital Management LLC1,269$347 12/31/2023
     CAT1,269$347 12/31/2023
Infrastructure Capital Advisors LLC1,168$345 12/31/2023
     CAT1,168$345 12/31/2023
Perennial Investment Advisors LLC1,167$345 12/31/2023
     CAT1,167$345 12/31/2023
BluePath Capital Management LLC1,177$345 12/31/2023
     CAT1,177$345 12/31/2023
Archford Capital Strategies LLC1,163$344 12/31/2023
     CAT1,163$344 12/31/2023
Laidlaw Wealth Management LLC1,164$344 12/31/2023
     CAT1,164$344 12/31/2023
Optas LLC936$343 03/31/2024
     CAT936$343 03/31/2024
Northern Oak Wealth Management Inc.1,159$343 12/31/2023
     CAT1,159$343 12/31/2023
Migdal Insurance & Financial Holdings Ltd.1,160$343 12/31/2023
     CAT1,160$343 12/31/2023
Copperwynd Financial LLC1,161$343 12/31/2023
     CAT1,161$343 12/31/2023
Monterey Private Wealth Inc.934$342 03/31/2024
     CAT934$342 03/31/2024
Wallace Advisory Group LLC934$342 03/31/2024
     CAT934$342 03/31/2024
Plante Moran Financial Advisors LLC1,158$342 12/31/2023
     CAT1,158$342 12/31/2023
Winslow Asset Management Inc.1,155$341 12/31/2023
     CAT1,155$341 12/31/2023
Bristlecone Advisors LLC1,152$341 12/31/2023
     CAT1,152$341 12/31/2023
BSW Wealth Partners1,149$340 12/31/2023
     CAT1,149$340 12/31/2023
JB Capital LLC1,142$338 12/31/2023
     CAT1,142$338 12/31/2023
O ROURKE & COMPANY Inc919$337 03/31/2024
     CAT919$337 03/31/2024
Signature Resources Capital Management LLC915$335 03/31/2024
     CAT915$335 03/31/2024
Institutional & Family Asset Management LLC1,129$334 12/31/2023
     CAT1,129$334 12/31/2023
Financial Advisors LLC1,130$334 12/31/2023
     CAT1,130$334 12/31/2023
WNY Asset Management LLC1,130$334 12/31/2023
     CAT1,130$334 12/31/2023
Anchor Capital Advisors LLC1,127$333 12/31/2023
     CAT1,127$333 12/31/2023
LJI Wealth Management LLC1,125$333 12/31/2023
     CAT1,125$333 12/31/2023
Brogan Financial Inc.1,123$332 12/31/2023
     CAT1,123$332 12/31/2023
Kure Advisory LLC1,124$332 12/31/2023
     CAT1,124$332 12/31/2023
Commonwealth Financial Services LLC1,114$329 12/31/2023
     CAT1,114$329 12/31/2023
Future Financial Wealth Managment LLC894$328 03/31/2024
     CAT894$328 03/31/2024
Consilium Wealth Advisory LLC1,109$328 12/31/2023
     CAT1,109$328 12/31/2023
S.E.E.D. Planning Group LLC892$327 03/31/2024
     CAT892$327 03/31/2024
Central Valley Advisors LLC892$327 03/31/2024
     CAT892$327 03/31/2024
Gallagher Fiduciary Advisors LLC1,104$326 12/31/2023
     CAT1,104$326 12/31/2023
Moss Adams Wealth Advisors LLC1,101$326 12/31/2023
     CAT1,101$326 12/31/2023
MJP Associates Inc. ADV887$325 03/31/2024
     CAT887$325 03/31/2024
Alesco Advisors LLC1,099$325 12/31/2023
     CAT1,099$325 12/31/2023
Royal Capital Wealth Management LLC1,100$325 12/31/2023
     CAT1,100$325 12/31/2023
Aprio Wealth Management LLC884$324 03/31/2024
     CAT884$324 03/31/2024
Jarislowsky Fraser Ltd1,097$324 12/31/2023
     CAT1,097$324 12/31/2023
Harvest Fund Management Co. Ltd1,094$324 12/31/2023
     CAT1,094$324 12/31/2023
Childress Capital Advisors LLC1,094$324 12/31/2023
     CAT1,094$324 12/31/2023
Baron Wealth Management LLC1,095$324 12/31/2023
     CAT1,095$324 12/31/2023
Mirador Capital Partners LP878$322 03/31/2024
     CAT878$322 03/31/2024
Middleton & Co Inc MA1,090$322 12/31/2023
     CAT1,090$322 12/31/2023
Mount Yale Investment Advisors LLC1,090$322 12/31/2023
     CAT1,090$322 12/31/2023
Catalytic Wealth RIA LLC1,088$322 12/31/2023
     CAT1,088$322 12/31/2023
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH876$321 03/31/2024
     CAT876$321 03/31/2024
Signal Advisors Wealth LLC877$321 03/31/2024
     CAT877$321 03/31/2024
Beacon Financial Group1,085$321 12/31/2023
     CAT1,085$321 12/31/2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA1,063$319 12/31/2023
     CAT1,063$319 12/31/2023
SkyOak Wealth LLC1,079$319 12/31/2023
     CAT1,079$319 12/31/2023
Legacy Financial Group Inc.1,080$319 12/31/2023
     CAT1,080$319 12/31/2023
Silvant Capital Management LLC1,076$318 12/31/2023
     CAT1,076$318 12/31/2023
Blueprint Investment Partners LLC1,075$318 12/31/2023
     CAT1,075$318 12/31/2023
Requisite Capital Management LLC863$316 03/31/2024
     CAT863$316 03/31/2024
Holland Advisory Services Inc.861$316 03/31/2024
     CAT861$316 03/31/2024
Graham Capital Management L.P.1,069$316 12/31/2023
     CAT1,069$316 12/31/2023
Pettyjohn Wood & White Inc.1,065$315 12/31/2023
     CAT1,065$315 12/31/2023
Moloney Securities Asset Management LLC1,064$315 12/31/2023
     CAT1,064$315 12/31/2023
Verum Partners LLC857$314 03/31/2024
     CAT857$314 03/31/2024
SYM FINANCIAL Corp1,057$313 12/31/2023
     CAT1,057$313 12/31/2023
Mogy Joel R Investment Counsel Inc.1,060$313 12/31/2023
     CAT1,060$313 12/31/2023
Oxford Financial Group Ltd.1,060$313 12/31/2023
     CAT1,060$313 12/31/2023
Octavia Wealth Advisors LLC849$311 03/31/2024
     CAT849$311 03/31/2024
Greylin Investment Mangement Inc.1,050$310 12/31/2023
     CAT1,050$310 12/31/2023
Beddow Capital Management Inc.1,050$310 12/31/2023
     CAT1,050$310 12/31/2023
Financial Perspectives Inc1,048$310 12/31/2023
     CAT1,048$310 12/31/2023
waypoint wealth counsel843$309 03/31/2024
     CAT843$309 03/31/2024
Collective Family Office LLC840$308 03/31/2024
     CAT840$308 03/31/2024
Manchester Financial Inc.839$307 03/31/2024
     CAT839$307 03/31/2024
CWS Financial Advisors LLC1,040$307 12/31/2023
     CAT1,040$307 12/31/2023
Barlow Wealth Partners Inc.836$306 03/31/2024
     CAT836$306 03/31/2024
Schonfeld Strategic Advisors LLC1,035$306 12/31/2023
     CAT1,035$306 12/31/2023
Meeder Asset Management Inc.1,033$305 12/31/2023
     CAT1,033$305 12/31/2023
Whitaker Myers Wealth Managers LTD.830$304 03/31/2024
     CAT830$304 03/31/2024
UNIVEST FINANCIAL Corp1,028$304 12/31/2023
     CAT1,028$304 12/31/2023
WealthShield Partners LLC1,027$304 12/31/2023
     CAT1,027$304 12/31/2023
WMG Financial Advisors LLC1,029$304 12/31/2023
     CAT1,029$304 12/31/2023
Bridge Advisory LLC827$303 03/31/2024
     CAT827$303 03/31/2024
Revisor Wealth Management LLC1,023$302 12/31/2023
     CAT1,023$302 12/31/2023
Hutchinson Capital Management CA1,017$301 12/31/2023
     CAT1,017$301 12/31/2023
Ballew Advisors Inc804$299 03/31/2024
     CAT804$299 03/31/2024
Stokes Capital Advisors LLC815$299 03/31/2024
     CAT815$299 03/31/2024
Smallwood Wealth Investment Management LLC1,011$299 12/31/2023
     CAT1,011$299 12/31/2023
CAP Partners LLC813$298 03/31/2024
     CAT813$298 03/31/2024
Redhawk Wealth Advisors Inc.1,009$298 12/31/2023
     CAT1,009$298 12/31/2023
Winslow Capital Management LLC1,004$297 12/31/2023
     CAT1,004$297 12/31/2023
SSI Investment Management LLC1,006$297 12/31/2023
     CAT1,006$297 12/31/2023
NTV Asset Management LLC1,005$297 12/31/2023
     CAT1,005$297 12/31/2023
BancorpSouth Bank1,000$296 12/31/2023
     CAT1,000$296 12/31/2023
Cubic Asset Management LLC1,000$296 12/31/2023
     CAT1,000$296 12/31/2023
XR Securities LLC $296 12/31/2023
     Call11,600$3,430 12/31/2023
     Put10,600$3,134 12/31/2023
Somerset Group LLC1,000$296 12/31/2023
     CAT1,000$296 12/31/2023
Legacy Trust1,001$296 12/31/2023
     CAT1,001$296 12/31/2023
Tandem Wealth Advisors LLC1,001$296 12/31/2023
     CAT1,001$296 12/31/2023
Miller Wealth Advisors LLC1,000$296 12/31/2023
     CAT1,000$296 12/31/2023
TFB Advisors LLC1,000$296 12/31/2023
     CAT1,000$296 12/31/2023
Hourglass Capital LLC992$293 12/31/2023
     CAT992$293 12/31/2023
Summit X LLC992$293 12/31/2023
     CAT992$293 12/31/2023
Meridian Wealth Advisors LLC992$293 12/31/2023
     CAT992$293 12/31/2023
First PREMIER Bank795$292 03/31/2024
     CAT795$292 03/31/2024
Wedge Capital Management L L P NC985$291 12/31/2023
     CAT985$291 12/31/2023
KLR Investment Advisors LLC985$291 12/31/2023
     CAT985$291 12/31/2023
Tyler Stone Wealth Management980$290 12/31/2023
     CAT980$290 12/31/2023
Palogic Value Management L.P.977$289 12/31/2023
     CAT977$289 12/31/2023
Livforsakringsbolaget Skandia Omsesidigt976$289 12/31/2023
     CAT976$289 12/31/2023
Mcdonald Partners LLC785$288 03/31/2024
     CAT785$288 03/31/2024
Southland Equity Partners LLC784$287 03/31/2024
     CAT784$287 03/31/2024
Kornitzer Capital Management Inc. KS972$287 12/31/2023
     CAT972$287 12/31/2023
Centric Wealth Management893$287 12/31/2023
     CAT893$287 12/31/2023
Salomon & Ludwin LLC1,051$287 12/31/2023
     CAT1,051$287 12/31/2023
Thrive Capital Management LLC968$286 12/31/2023
     CAT968$286 12/31/2023
Fortitude Advisory Group L.L.C.966$286 12/31/2023
     CAT966$286 12/31/2023
Disciplined Investments LLC779$285 03/31/2024
     CAT779$285 03/31/2024
Relative Value Partners Group LLC960$284 12/31/2023
     CAT960$284 12/31/2023
Ascent Group LLC883$284 12/31/2023
     CAT883$284 12/31/2023
Grant GrossMendelsohn LLC945$283 12/31/2023
     CAT945$283 12/31/2023
Parisi Gray Wealth Management771$282 03/31/2024
     CAT771$282 03/31/2024
PAX Financial Group LLC875$282 12/31/2023
     CAT875$282 12/31/2023
Northstar Advisory Group LLC955$282 12/31/2023
     CAT955$282 12/31/2023
Kessler Investment Group LLC951$281 12/31/2023
     CAT951$281 12/31/2023
Abbot Financial Management Inc.950$281 12/31/2023
     CAT950$281 12/31/2023
Castleview Partners LLC948$280 12/31/2023
     CAT948$280 12/31/2023
Drake & Associates LLC948$280 12/31/2023
     CAT948$280 12/31/2023
FSB Premier Wealth Management Inc.943$279 12/31/2023
     CAT943$279 12/31/2023
Cheviot Value Management LLC943$279 12/31/2023
     CAT943$279 12/31/2023
Certified Advisory Corp945$279 12/31/2023
     CAT945$279 12/31/2023
Headinvest LLC939$278 12/31/2023
     CAT939$278 12/31/2023
Dorsey Wright & Associates939$278 12/31/2023
     CAT939$278 12/31/2023
Quest Partners LLC941$278 12/31/2023
     CAT941$278 12/31/2023
Stewart & Patten Co. LLC756$277 03/31/2024
     CAT756$277 03/31/2024
Hanlon Investment Management Inc.937$277 12/31/2023
     CAT937$277 12/31/2023
Angeles Investment Advisors LLC937$277 12/31/2023
     CAT937$277 12/31/2023
Elgethun Capital Management936$277 12/31/2023
     CAT936$277 12/31/2023
General Partner Inc.752$276 03/31/2024
     CAT752$276 03/31/2024
Wedgewood Investors Inc. PA933$276 12/31/2023
     CAT933$276 12/31/2023
Maple Capital Management Inc.930$275 12/31/2023
     CAT930$275 12/31/2023
Wescott Financial Advisory Group LLC929$275 12/31/2023
     CAT929$275 12/31/2023
Icon Wealth Advisors LLC930$275 12/31/2023
     CAT930$275 12/31/2023
Advantage Trust Co930$275 12/31/2023
     CAT930$275 12/31/2023
Hurlow Wealth Management Group Inc.747$274 03/31/2024
     CAT747$274 03/31/2024
Verus Financial Partners Inc.914$274 12/31/2023
     CAT914$274 12/31/2023
Madison Wealth Partners Inc928$274 12/31/2023
     CAT928$274 12/31/2023
JTC Employer Solutions Trusteee Ltd920$274 12/31/2023
     CAT920$274 12/31/2023
D. B. Root & Company LLC744$273 03/31/2024
     CAT744$273 03/31/2024
Leibman Financial Services Inc.744$273 03/31/2024
     CAT744$273 03/31/2024
Citizens & Northern Corp925$273 12/31/2023
     CAT925$273 12/31/2023
Hamilton Capital LLC925$273 12/31/2023
     CAT925$273 12/31/2023
Accel Wealth Management923$273 12/31/2023
     CAT923$273 12/31/2023
Journey Strategic Wealth LLC922$273 12/31/2023
     CAT922$273 12/31/2023
Orion Capital Management LLC920$272 12/31/2023
     CAT920$272 12/31/2023
Warwick Investment Management Inc.919$272 12/31/2023
     CAT919$272 12/31/2023
Fragasso Group Inc.741$271 03/31/2024
     CAT741$271 03/31/2024
AGF Management Ltd.918$271 12/31/2023
     CAT918$271 12/31/2023
Empirical Asset Management LLC918$271 12/31/2023
     CAT918$271 12/31/2023
Rockline Wealth Management LLC917$271 12/31/2023
     CAT917$271 12/31/2023
Chase Investment Counsel Corp914$270 12/31/2023
     CAT914$270 12/31/2023
HTG Investment Advisors Inc.914$270 12/31/2023
     CAT914$270 12/31/2023
LongView Wealth Management735$269 03/31/2024
     CAT735$269 03/31/2024
SeaBridge Investment Advisors LLC910$269 12/31/2023
     CAT910$269 12/31/2023
Pettee Investors Inc.908$268 12/31/2023
     CAT908$268 12/31/2023
Coulter & Justus Financial Services LLC906$268 12/31/2023
     CAT906$268 12/31/2023
Walkner Condon Financial Advisors LLC902$267 12/31/2023
     CAT902$267 12/31/2023
Wealth Dimensions Group Ltd.902$267 12/31/2023
     CAT902$267 12/31/2023
HF Advisory Group LLC903$267 12/31/2023
     CAT903$267 12/31/2023
First International Bank & Trust725$266 03/31/2024
     CAT725$266 03/31/2024
Bank of Nova Scotia Trust Co.900$266 12/31/2023
     CAT900$266 12/31/2023
Private Wealth Partners LLC900$266 12/31/2023
     CAT900$266 12/31/2023
Cullen Capital Management LLC900$266 12/31/2023
     CAT900$266 12/31/2023
Ifrah Financial Services Inc.899$266 12/31/2023
     CAT899$266 12/31/2023
Financial Enhancement Group LLC725$265 03/31/2024
     CAT725$265 03/31/2024
Tilia Fiduciary Partners Inc.722$265 03/31/2024
     CAT722$265 03/31/2024
Beacon Financial Advisory LLC893$264 12/31/2023
     CAT893$264 12/31/2023
Eclectic Associates Inc. ADV890$263 12/31/2023
     CAT890$263 12/31/2023
GW Henssler & Associates Ltd.891$263 12/31/2023
     CAT891$263 12/31/2023
Headlands Technologies LLC888$263 12/31/2023
     CAT888$263 12/31/2023
Financial Advisors Network Inc.889$263 12/31/2023
     CAT889$263 12/31/2023
WealthBridge Capital Management LLC888$263 12/31/2023
     CAT888$263 12/31/2023
WealthPlan Investment Management LLC890$263 12/31/2023
     CAT890$263 12/31/2023
First Bank & Trust716$262 03/31/2024
     CAT716$262 03/31/2024
ProVise Management Group LLC884$261 12/31/2023
     CAT884$261 12/31/2023
Pinkerton Retirement Specialists LLC884$261 12/31/2023
     CAT884$261 12/31/2023
HBW Advisory Services LLC884$261 12/31/2023
     CAT884$261 12/31/2023
Sageworth Trust Co710$260 03/31/2024
     CAT710$260 03/31/2024
McLean Asset Management Corp698$260 03/31/2024
     CAT698$260 03/31/2024
Laffer Tengler Investments881$260 12/31/2023
     CAT881$260 12/31/2023
Orgel Wealth Management LLC706$259 03/31/2024
     CAT706$259 03/31/2024
Legacy Financial Group LLC707$259 03/31/2024
     CAT707$259 03/31/2024
Adams Wealth Management876$259 12/31/2023
     CAT876$259 12/31/2023
Waterford Advisors LLC877$259 12/31/2023
     CAT877$259 12/31/2023
Successful Portfolios LLC703$258 03/31/2024
     CAT703$258 03/31/2024
Carmel Capital Partners LLC873$258 12/31/2023
     CAT873$258 12/31/2023
Lynch & Associates IN702$257 03/31/2024
     CAT702$257 03/31/2024
Penbrook Management LLC700$257 03/31/2024
     CAT700$257 03/31/2024
Northside Capital Management LLC700$257 03/31/2024
     CAT700$257 03/31/2024
Meritas Wealth Management LLC700$257 03/31/2024
     CAT700$257 03/31/2024
Baxter Bros Inc.870$257 12/31/2023
     CAT870$257 12/31/2023
Per Stirling Capital Management LLC.871$257 12/31/2023
     CAT871$257 12/31/2023
American Institute for Advanced Investment Management LLP870$257 12/31/2023
     CAT870$257 12/31/2023
PCA Investment Advisory Services Inc.871$257 12/31/2023
     CAT871$257 12/31/2023
Foster Dykema Cabot & Partners LLC870$257 12/31/2023
     CAT870$257 12/31/2023
Aveo Capital Partners LLC865$256 12/31/2023
     CAT865$256 12/31/2023
Triumph Capital Management864$256 12/31/2023
     CAT864$256 12/31/2023
Chatham Capital Group Inc.696$255 03/31/2024
     CAT696$255 03/31/2024
Sunpointe LLC696$255 03/31/2024
     CAT696$255 03/31/2024
Fi3 FINANCIAL ADVISORS LLC864$255 12/31/2023
     CAT864$255 12/31/2023
Hutchens & Kramer Investment Management Group LLC861$255 12/31/2023
     CAT861$255 12/31/2023
MKT Advisors LLC680$253 03/31/2024
     CAT680$253 03/31/2024
Key Client Fiduciary Advisors LLC687$252 03/31/2024
     CAT687$252 03/31/2024
Vestmark Advisory Solutions Inc.851$252 12/31/2023
     CAT851$252 12/31/2023
Heritage Financial Services LLC850$251 12/31/2023
     CAT850$251 12/31/2023
Northwest Financial Advisors848$251 12/31/2023
     CAT848$251 12/31/2023
Opinicus Capital Inc.681$250 03/31/2024
     CAT681$250 03/31/2024
Eagle Capital Management LLC LA679$249 03/31/2024
     CAT679$249 03/31/2024
Revolve Wealth Partners LLC678$249 03/31/2024
     CAT678$249 03/31/2024
Sterling Financial Planning Inc.841$249 12/31/2023
     CAT841$249 12/31/2023
Encompass Wealth Advisors LLC841$249 12/31/2023
     CAT841$249 12/31/2023
Blodgett Wealth Advisors LLC841$249 12/31/2023
     CAT841$249 12/31/2023
Security National Bank of Sioux City Iowa IA839$248 12/31/2023
     CAT839$248 12/31/2023
Jag Capital Management LLC838$248 12/31/2023
     CAT838$248 12/31/2023
Gemmer Asset Management LLC840$248 12/31/2023
     CAT840$248 12/31/2023
1620 Investment Advisors Inc.840$248 12/31/2023
     CAT840$248 12/31/2023
Main Street Financial Solutions LLC834$247 12/31/2023
     CAT834$247 12/31/2023
FARMERS & MERCHANTS TRUST Co OF LONG BEACH670$246 03/31/2024
     CAT670$246 03/31/2024
Shufro Rose & Co. LLC900$246 12/31/2023
     CAT900$246 12/31/2023
Eagle Bay Advisors LLC831$246 12/31/2023
     CAT831$246 12/31/2023
UMA Financial Services Inc.680$245 03/31/2024
     CAT680$245 03/31/2024
Keystone Wealth Services LLC669$245 03/31/2024
     CAT669$245 03/31/2024
BEAM Asset Management LLC829$245 12/31/2023
     CAT829$245 12/31/2023
Lodestar Private Asset Management LLC830$245 12/31/2023
     CAT830$245 12/31/2023
AlphaCore Capital LLC825$244 12/31/2023
     CAT825$244 12/31/2023
Stonebridge Financial Planning Group LLC825$244 12/31/2023
     CAT825$244 12/31/2023
Rebalance LLC825$244 12/31/2023
     CAT825$244 12/31/2023
First Affirmative Financial Network664$243 03/31/2024
     CAT664$243 03/31/2024
Alpine Woods Capital Investors LLC821$243 12/31/2023
     CAT821$243 12/31/2023
Concorde Asset Management LLC819$242 12/31/2023
     CAT819$242 12/31/2023
Borer Denton & Associates Inc.812$240 12/31/2023
     CAT812$240 12/31/2023
Capital City Trust Co. FL807$239 12/31/2023
     CAT807$239 12/31/2023
One Charles Private Wealth Services LLC808$239 12/31/2023
     CAT808$239 12/31/2023
Pinnacle Bank649$238 03/31/2024
     CAT649$238 03/31/2024
Western Financial Corp CA803$238 12/31/2023
     CAT803$238 12/31/2023
Westwood Management Corp IL800$237 12/31/2023
     CAT800$237 12/31/2023
D Orazio & Associates Inc.803$237 12/31/2023
     CAT803$237 12/31/2023
Axim Planning & Wealth800$237 12/31/2023
     CAT800$237 12/31/2023
Morton Community Bank797$236 12/31/2023
     CAT797$236 12/31/2023
Robeco Institutional Asset Management B.V.79,416$235 12/31/2023
     CAT79,416$235 12/31/2023
Simon Quick Advisors LLC795$235 12/31/2023
     CAT795$235 12/31/2023
Foster Victor Wealth Advisors LLC804$235 12/31/2023
     CAT804$235 12/31/2023
Rede Wealth LLC795$235 12/31/2023
     CAT795$235 12/31/2023
Crown Wealth Group LLC796$235 12/31/2023
     CAT796$235 12/31/2023
Cook Wealth Management Group LLC809$235 12/31/2023
     CAT809$235 12/31/2023
Brady Family Wealth LLC794$235 12/31/2023
     CAT794$235 12/31/2023
Steele Capital Management Inc.637$234 03/31/2024
     CAT637$234 03/31/2024
Independence Bank of Kentucky639$234 03/31/2024
     CAT639$234 03/31/2024
Bouchey Financial Group Ltd791$234 12/31/2023
     CAT791$234 12/31/2023
Hoey Investments Inc.792$234 12/31/2023
     CAT792$234 12/31/2023
Kolinsky Wealth Management LLC793$234 12/31/2023
     CAT793$234 12/31/2023
Westside Investment Management Inc.789$233 12/31/2023
     CAT789$233 12/31/2023
McIlrath & Eck LLC789$233 12/31/2023
     CAT789$233 12/31/2023
Redwood Investment Management LLC788$233 12/31/2023
     CAT788$233 12/31/2023
Alerus Financial NA780$231 12/31/2023
     CAT780$231 12/31/2023
Paces Ferry Wealth Advisors LLC780$231 12/31/2023
     CAT780$231 12/31/2023
Crestmont Private Wealth LLC629$230 03/31/2024
     CAT629$230 03/31/2024
Buffington Mohr McNeal625$229 03/31/2024
     CAT625$229 03/31/2024
Burt Wealth Advisors624$229 03/31/2024
     CAT624$229 03/31/2024
Cascade Investment Group Inc.774$229 12/31/2023
     CAT774$229 12/31/2023
Cutter & CO Brokerage Inc.772$228 12/31/2023
     CAT772$228 12/31/2023
Bourne Lent Asset Management Inc.618$226 03/31/2024
     CAT618$226 03/31/2024
CFO4Life Group LLC765$226 12/31/2023
     CAT765$226 12/31/2023
Colonial River Wealth Management LLC765$226 12/31/2023
     CAT765$226 12/31/2023
Apella Capital LLC605$225 03/31/2024
     CAT605$225 03/31/2024
Horan Capital Advisors LLC.760$225 12/31/2023
     CAT760$225 12/31/2023
Coco Enterprises LLC761$225 12/31/2023
     CAT761$225 12/31/2023
Broadleaf Partners LLC760$225 12/31/2023
     CAT760$225 12/31/2023
Sage Investment Advisers LLC613$224 03/31/2024
     CAT613$224 03/31/2024
Kingfisher Capital LLC756$224 12/31/2023
     CAT756$224 12/31/2023
Towerpoint Wealth LLC608$223 03/31/2024
     CAT608$223 03/31/2024
Barton Investment Management753$223 12/31/2023
     CAT753$223 12/31/2023
Peddock Capital Advisors LLC755$223 12/31/2023
     CAT755$223 12/31/2023
Houlihan Financial Resource Group Ltd.754$223 12/31/2023
     CAT754$223 12/31/2023
Sabal Trust CO752$222 12/31/2023
     CAT752$222 12/31/2023
Aigen Investment Management LP750$222 12/31/2023
     CAT750$222 12/31/2023
ERTS Wealth Advisors LLC750$222 12/31/2023
     CAT750$222 12/31/2023
Quintet Private Bank Europe S.A.752$222 12/31/2023
     CAT752$222 12/31/2023
Pingora Partners LLC750$222 12/31/2023
     CAT750$222 12/31/2023
First Interstate Bank746$221 12/31/2023
     CAT746$221 12/31/2023
Arcus Capital Partners LLC748$221 12/31/2023
     CAT748$221 12/31/2023
Osher Van de Voorde Investment Management600$220 03/31/2024
     CAT600$220 03/31/2024
Baugh & Associates LLC600$220 03/31/2024
     CAT600$220 03/31/2024
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.745$220 12/31/2023
     CAT745$220 12/31/2023
Coastal Bridge Advisors LLC743$220 12/31/2023
     CAT743$220 12/31/2023
Altiora Financial Group LLC598$219 03/31/2024
     CAT598$219 03/31/2024
EPG Wealth Management LLC696$218 12/31/2023
     CAT696$218 12/31/2023
Intrepid Capital Management Inc.733$217 12/31/2023
     CAT733$217 12/31/2023
Sterling Investment Counsel LLC734$217 12/31/2023
     CAT734$217 12/31/2023
Websterrogers Financial Advisors LLC730$216 12/31/2023
     CAT730$216 12/31/2023
Northcape Wealth Management LLC732$216 12/31/2023
     CAT732$216 12/31/2023
Nova R Wealth Inc.588$215 03/31/2024
     CAT588$215 03/31/2024
Piscataqua Savings Bank586$215 03/31/2024
     CAT586$215 03/31/2024
Prairie Sky Financial Group LLC585$214 03/31/2024
     CAT585$214 03/31/2024
First United Bank Trust720$213 12/31/2023
     CAT720$213 12/31/2023
Jackson Wealth Management LLC721$213 12/31/2023
     CAT721$213 12/31/2023
Annis Gardner Whiting Capital Advisors LLC717$212 12/31/2023
     CAT717$212 12/31/2023
Fidelity D & D Bancorp Inc.576$211 03/31/2024
     CAT576$211 03/31/2024
Roberts Glore & Co. Inc. IL714$211 12/31/2023
     CAT714$211 12/31/2023
Kendall Capital Management714$211 12/31/2023
     CAT714$211 12/31/2023
Ulland Investment Advisors LLC715$211 12/31/2023
     CAT715$211 12/31/2023
Ethos Financial Group LLC713$211 12/31/2023
     CAT713$211 12/31/2023
Guardian Capital LP711$210 12/31/2023
     CAT711$210 12/31/2023
Luts & Greenleigh Group Inc.709$210 12/31/2023
     CAT709$210 12/31/2023
Gamco Investors INC. ET AL708$209 12/31/2023
     CAT708$209 12/31/2023
Lewis Asset Management LLC708$209 12/31/2023
     CAT708$209 12/31/2023
Aviso Wealth Management706$209 12/31/2023
     CAT706$209 12/31/2023
Tsfg LLC567$208 03/31/2024
     CAT567$208 03/31/2024
Eubel Brady & Suttman Asset Management Inc.704$208 12/31/2023
     CAT704$208 12/31/2023
Financial Gravity Asset Management Inc.703$208 12/31/2023
     CAT703$208 12/31/2023
TMD Wealth Management LLC702$208 12/31/2023
     CAT702$208 12/31/2023
Sloy Dahl & Holst LLC566$207 03/31/2024
     CAT566$207 03/31/2024
Stone Run Capital LLC700$207 12/31/2023
     CAT700$207 12/31/2023
Trust Co of Kansas701$207 12/31/2023
     CAT701$207 12/31/2023
Owen LaRue LLC701$207 12/31/2023
     CAT701$207 12/31/2023
Amplius Wealth Advisors LLC563$206 03/31/2024
     CAT563$206 03/31/2024
Pekin Hardy Strauss Inc.698$206 12/31/2023
     CAT698$206 12/31/2023
CLARET ASSET MANAGEMENT Corp696$206 12/31/2023
     CAT696$206 12/31/2023
Keebeck Wealth Management LLC698$206 12/31/2023
     CAT698$206 12/31/2023
Inspirion Wealth Advisors LLC560$205 03/31/2024
     CAT560$205 03/31/2024
Northeast Financial Consultants Inc692$205 12/31/2023
     CAT692$205 12/31/2023
Clear Creek Financial Management LLC694$205 12/31/2023
     CAT694$205 12/31/2023
WoodTrust Financial Corp556$204 03/31/2024
     CAT556$204 03/31/2024
Hills Bank & Trust Co691$204 12/31/2023
     CAT691$204 12/31/2023
AlphaStar Capital Management LLC689$204 12/31/2023
     CAT689$204 12/31/2023
E Fund Management Co. Ltd.690$204 12/31/2023
     CAT690$204 12/31/2023
Semus Wealth Partners LLC690$204 12/31/2023
     CAT690$204 12/31/2023
Oxinas Partners Wealth Management LLC554$203 03/31/2024
     CAT554$203 03/31/2024
Spartan Planning & Wealth Management686$203 12/31/2023
     CAT686$203 12/31/2023
Stephens Consulting LLC551$202 03/31/2024
     CAT551$202 03/31/2024
Foguth Wealth Management LLC.552$202 03/31/2024
     CAT552$202 03/31/2024
Hartline Investment Corp683$202 12/31/2023
     CAT683$202 12/31/2023
Kerntke Otto McGlone Wealth Management Group684$202 12/31/2023
     CAT684$202 12/31/2023
Venturi Wealth Management LLC679$201 12/31/2023
     CAT679$201 12/31/2023
Gallacher Capital Management LLC681$201 12/31/2023
     CAT681$201 12/31/2023
Pacific Center for Financial Services673$199 12/31/2023
     CAT673$199 12/31/2023
Ables Iannone Moore & Associates Inc.660$195 12/31/2023
     CAT660$195 12/31/2023
Glass Jacobson Investment Advisors llc651$192 12/31/2023
     CAT651$192 12/31/2023
AJOVista LLC641$190 12/31/2023
     CAT641$190 12/31/2023
Dakota Community Bank & Trust NA513$188 03/31/2024
     CAT513$188 03/31/2024
Godsey & Gibb Associates629$186 12/31/2023
     CAT629$186 12/31/2023
M&R Capital Management Inc.500$183 03/31/2024
     CAT500$183 03/31/2024
Ameliora Wealth Management Ltd.500$183 03/31/2024
     CAT500$183 03/31/2024
State of Wyoming615$182 12/31/2023
     CAT615$182 12/31/2023
Riverview Trust Co485$178 03/31/2024
     CAT485$178 03/31/2024
Versant Capital Management Inc480$176 03/31/2024
     CAT480$176 03/31/2024
Capital Analysts LLC593$176 12/31/2023
     CAT593$176 12/31/2023
Main Street Group LTD573$170 12/31/2023
     CAT573$170 12/31/2023
Planned Solutions Inc.571$169 12/31/2023
     CAT571$169 12/31/2023
Beaird Harris Wealth Management LLC562$166 12/31/2023
     CAT562$166 12/31/2023
Northwest Bank & Trust Co557$165 12/31/2023
     CAT557$165 12/31/2023
Pin Oak Investment Advisors Inc.541$160 12/31/2023
     CAT541$160 12/31/2023
Rowland & Co. Investment Counsel ADV431$158 03/31/2024
     CAT431$158 03/31/2024
First Personal Financial Services533$158 12/31/2023
     CAT533$158 12/31/2023
Financial Management Professionals Inc.428$157 03/31/2024
     CAT428$157 03/31/2024
Bank of New Hampshire428$157 03/31/2024
     CAT428$157 03/31/2024
Tradewinds Capital Management LLC424$155 03/31/2024
     CAT424$155 03/31/2024
Capula Management Ltd $155 12/31/2023
     Call3,600$1,064 12/31/2023
     Put3,500$1,035 12/31/2023
     CAT425$126 12/31/2023
T. Rowe Price Investment Management Inc.517$153 12/31/2023
     CAT517$153 12/31/2023
Hillsdale Investment Management Inc.500$148 12/31/2023
     CAT500$148 12/31/2023
West Branch Capital LLC492$145 12/31/2023
     CAT492$145 12/31/2023
Trust Co391$143 03/31/2024
     CAT391$143 03/31/2024
Avalon Trust Co480$142 12/31/2023
     CAT480$142 12/31/2023
Frazier Financial Advisors LLC477$141 12/31/2023
     CAT477$141 12/31/2023
ZRC Wealth Management LLC512$140 12/31/2023
     CAT512$140 12/31/2023
SRS Capital Advisors Inc.471$139 12/31/2023
     CAT471$139 12/31/2023
BOK Financial Private Wealth Inc.468$138 12/31/2023
     CAT468$138 12/31/2023
C M Bidwell & Associates Ltd.465$137 12/31/2023
     CAT465$137 12/31/2023
LM Advisors LLC461$136 12/31/2023
     CAT461$136 12/31/2023
Bruce G. Allen Investments LLC360$132 03/31/2024
     CAT360$132 03/31/2024
AllSquare Wealth Management LLC448$132 12/31/2023
     CAT448$132 12/31/2023
Cherry Tree Wealth Management LLC445$132 12/31/2023
     CAT445$132 12/31/2023
Cape Investment Advisory Inc.443$131 12/31/2023
     CAT443$131 12/31/2023
DB Wealth Management Group LLC435$129 12/31/2023
     CAT435$129 12/31/2023
Covestor Ltd430$127 12/31/2023
     CAT430$127 12/31/2023
Silicon Valley Capital Partners424$125 12/31/2023
     CAT424$125 12/31/2023
Nordwand Advisors LLC420$124 12/31/2023
     CAT420$124 12/31/2023
Financial Freedom LLC415$123 12/31/2023
     CAT415$123 12/31/2023
JJJ Advisors Inc.334$122 03/31/2024
     CAT334$122 03/31/2024
Atlas Capital Advisors LLC331$121 03/31/2024
     CAT331$121 03/31/2024
Coppell Advisory Solutions LLC410$121 12/31/2023
     CAT410$121 12/31/2023
Duncker Streett & Co. Inc.401$119 12/31/2023
     CAT401$119 12/31/2023
Globeflex Capital L P386$114 12/31/2023
     CAT386$114 12/31/2023
Coston McIsaac & Partners310$113 03/31/2024
     CAT310$113 03/31/2024
Motco382$113 12/31/2023
     CAT382$113 12/31/2023
Atticus Wealth Management LLC307$112 03/31/2024
     CAT307$112 03/31/2024
Delos Wealth Advisors LLC376$111 12/31/2023
     CAT376$111 12/31/2023
GoalVest Advisory LLC296$108 03/31/2024
     CAT296$108 03/31/2024
Cetera Trust Company N.A359$106 12/31/2023
     CAT359$106 12/31/2023
Financial Synergies Wealth Advisors Inc.286$105 03/31/2024
     CAT286$105 03/31/2024
Banco de Sabadell S.A354$105 12/31/2023
     CAT354$105 12/31/2023
HighMark Wealth Management LLC352$104 12/31/2023
     CAT352$104 12/31/2023
Barrett & Company Inc.282$103 03/31/2024
     CAT282$103 03/31/2024
FSA Wealth Management LLC349$103 12/31/2023
     CAT349$103 12/31/2023
Bell Investment Advisors Inc350$103 12/31/2023
     CAT350$103 12/31/2023
Bear Mountain Capital Inc.360$103 12/31/2023
     CAT360$103 12/31/2023
Centerpoint Advisors LLC340$101 12/31/2023
     CAT340$101 12/31/2023
Carolinas Wealth Consulting LLC338$100 12/31/2023
     CAT338$100 12/31/2023
Strategic Investment Solutions Inc. IL326$96 12/31/2023
     CAT326$96 12/31/2023
Rakuten Securities Inc.326$96 12/31/2023
     CAT326$96 12/31/2023
PrairieView Partners LLC318$94 12/31/2023
     CAT318$94 12/31/2023
Ruedi Wealth Management Inc.319$94 12/31/2023
     CAT319$94 12/31/2023
O Dell Group LLC315$93 12/31/2023
     CAT315$93 12/31/2023
St. Johns Investment Management Company LLC250$92 03/31/2024
     CAT250$92 03/31/2024
West Paces Advisors Inc.249$91 03/31/2024
     CAT249$91 03/31/2024
McClarren Financial Advisors Inc.305$90 12/31/2023
     CAT305$90 12/31/2023
Clear Street Markets LLC300$89 12/31/2023
     CAT300$89 12/31/2023
Cassady Schiller Wealth Management LLC300$89 12/31/2023
     CAT300$89 12/31/2023
Resources Management Corp CT ADV296$88 12/31/2023
     CAT296$88 12/31/2023
Morton Brown Family Wealth LLC290$86 12/31/2023
     CAT290$86 12/31/2023
Cornerstone Planning Group LLC287$85 12/31/2023
     CAT287$85 12/31/2023
SYSTM Wealth Solutions LLC282$83 12/31/2023
     CAT282$83 12/31/2023
Bfsg LLC275$81 12/31/2023
     CAT275$81 12/31/2023
Founders Capital Management219$80 03/31/2024
     CAT219$80 03/31/2024
Virtus Investment Advisers Inc.269$80 12/31/2023
     CAT269$80 12/31/2023
Avion Wealth272$80 12/31/2023
     CAT272$80 12/31/2023
Horizons Wealth Management211$77 03/31/2024
     CAT211$77 03/31/2024
BKM Wealth Management LLC210$77 03/31/2024
     CAT210$77 03/31/2024
Bay Harbor Wealth Management LLC262$77 12/31/2023
     CAT262$77 12/31/2023
Scarborough Advisors LLC260$77 12/31/2023
     CAT260$77 12/31/2023
True Wealth Design LLC253$75 12/31/2023
     CAT253$75 12/31/2023
LFA Lugano Financial Advisors SA250$74 12/31/2023
     CAT250$74 12/31/2023
Nalls Sherbakoff Group LLC251$74 12/31/2023
     CAT251$74 12/31/2023
Center for Financial Planning Inc.250$74 12/31/2023
     CAT250$74 12/31/2023
A.P. Gilfoyle & Co. L.P.200$73 03/31/2024
     CAT200$73 03/31/2024
JNBA Financial Advisors246$73 12/31/2023
     CAT246$73 12/31/2023
Clean Yield Group245$72 12/31/2023
     CAT245$72 12/31/2023
Providence Capital Advisors LLC245$72 12/31/2023
     CAT245$72 12/31/2023
Tacita Capital Inc245$72 12/31/2023
     CAT245$72 12/31/2023
Private Ocean LLC190$70 03/31/2024
     CAT190$70 03/31/2024
Wolff Wiese Magana LLC187$69 03/31/2024
     CAT187$69 03/31/2024
Dividend Assets Capital LLC229$68 12/31/2023
     CAT229$68 12/31/2023
1832 Asset Management L.P.228$67 12/31/2023
     CAT228$67 12/31/2023
Horrell Capital Management Inc.226$67 12/31/2023
     CAT226$67 12/31/2023
Creative Capital Management Investments LLC228$67 12/31/2023
     CAT228$67 12/31/2023
Capital Advisors Ltd. LLC179$66 03/31/2024
     CAT179$66 03/31/2024
Bray Capital Advisors222$66 12/31/2023
     CAT222$66 12/31/2023
Moser Wealth Advisors LLC220$65 12/31/2023
     CAT220$65 12/31/2023
Canton Hathaway LLC217$64 12/31/2023
     CAT217$64 12/31/2023
Atlantic Private Wealth LLC210$62 12/31/2023
     CAT210$62 12/31/2023
EntryPoint Capital LLC211$62 12/31/2023
     CAT211$62 12/31/2023
Hobbs Group Advisors LLC209$62 12/31/2023
     CAT209$62 12/31/2023
Kiely Wealth Advisory Group Inc.200$61 12/31/2023
     CAT200$61 12/31/2023
Global Wealth Strategies & Associates164$60 03/31/2024
     CAT164$60 03/31/2024
Compass Wealth Management LLC165$60 03/31/2024
     CAT165$60 03/31/2024
WFA Asset Management Corp164$60 03/31/2024
     CAT164$60 03/31/2024
Morgan Dempsey Capital Management LLC200$59 12/31/2023
     CAT200$59 12/31/2023
Chelsea Counsel Co.200$59 12/31/2023
     CAT200$59 12/31/2023
Estabrook Capital Management200$59 12/31/2023
     CAT200$59 12/31/2023
Your Advocates Ltd. LLP200$59 12/31/2023
     CAT200$59 12/31/2023
GW&K Investment Management LLC193$57 12/31/2023
     CAT193$57 12/31/2023
America First Investment Advisors LLC192$57 12/31/2023
     CAT192$57 12/31/2023
New England Capital Financial Advisors LLC189$56 12/31/2023
     CAT189$56 12/31/2023
Oliver Lagore Vanvalin Investment Group181$54 12/31/2023
     CAT181$54 12/31/2023
VitalStone Financial LLC182$54 12/31/2023
     CAT182$54 12/31/2023
Moisand Fitzgerald Tamayo LLC136$50 03/31/2024
     CAT136$50 03/31/2024
Private Wealth Management Group LLC169$50 12/31/2023
     CAT169$50 12/31/2023
Fortitude Family Office LLC133$49 03/31/2024
     CAT133$49 03/31/2024
Lee Financial Co167$49 12/31/2023
     CAT167$49 12/31/2023
HBC Financial Services PLLC167$49 12/31/2023
     CAT167$49 12/31/2023
HWG Holdings LP162$48 12/31/2023
     CAT162$48 12/31/2023
Sachetta LLC163$48 12/31/2023
     CAT163$48 12/31/2023
Abich Financial Wealth Management LLC164$48 12/31/2023
     CAT164$48 12/31/2023
Iron Horse Wealth Management LLC126$46 03/31/2024
     CAT126$46 03/31/2024
Kayne Anderson Rudnick Investment Management LLC157$46 12/31/2023
     CAT157$46 12/31/2023
Mascoma Wealth Management LLC155$46 12/31/2023
     CAT155$46 12/31/2023
First Pacific Financial149$44 12/31/2023
     CAT149$44 12/31/2023
Spectrum Wealth Counsel LLC148$44 12/31/2023
     CAT148$44 12/31/2023
Park Place Capital Corp111$41 03/31/2024
     CAT111$41 03/31/2024
DiNuzzo Private Wealth Inc.137$41 12/31/2023
     CAT137$41 12/31/2023
Cedar Mountain Advisors LLC110$40 03/31/2024
     CAT110$40 03/31/2024
SOA Wealth Advisors LLC.109$40 03/31/2024
     CAT109$40 03/31/2024
Syntax Research Inc.135$40 12/31/2023
     CAT135$40 12/31/2023
Atlantic Edge Private Wealth Management LLC134$40 12/31/2023
     CAT134$40 12/31/2023
Mark Sheptoff Financial Planning LLC132$39 12/31/2023
     CAT132$39 12/31/2023
West Financial Advisors LLC103$38 03/31/2024
     CAT103$38 03/31/2024
Northwest Capital Management Inc101$37 03/31/2024
     CAT101$37 03/31/2024
Bellevue Asset Management LLC125$37 12/31/2023
     CAT125$37 12/31/2023
CGC Financial Services LLC126$37 12/31/2023
     CAT126$37 12/31/2023
Riggs Asset Managment Co. Inc.122$36 12/31/2023
     CAT122$36 12/31/2023
Pineridge Advisors LLC123$36 12/31/2023
     CAT123$36 12/31/2023
Planning Capital Management Corp115$34 12/31/2023
     CAT115$34 12/31/2023
One River Asset Management LLC $33 12/31/2023
     Put6,100$1,804 12/31/2023
     Call5,300$1,567 12/31/2023
     CAT914$270 12/31/2023
Partnership Wealth Management LLC88$32 03/31/2024
     CAT88$32 03/31/2024
Quarry LP108$32 12/31/2023
     CAT108$32 12/31/2023
Gilfoyle & Co LLC107$32 12/31/2023
     CAT107$32 12/31/2023
TCTC Holdings LLC100$30 12/31/2023
     CAT100$30 12/31/2023
Twin Lakes Capital Management LLC100$30 12/31/2023
     CAT100$30 12/31/2023
Resurgent Financial Advisors LLC102$30 12/31/2023
     CAT102$30 12/31/2023
Vima LLC102$30 12/31/2023
     CAT102$30 12/31/2023
Evergreen Private Wealth LLC80$29 03/31/2024
     CAT80$29 03/31/2024
Dunhill Financial LLC98$29 12/31/2023
     CAT98$29 12/31/2023
Lowe Wealth Advisors LLC76$28 03/31/2024
     CAT76$28 03/31/2024
Thompson Investment Management Inc.75$27 03/31/2024
     CAT75$27 03/31/2024
Annapolis Financial Services LLC74$27 03/31/2024
     CAT74$27 03/31/2024
Richardson Financial Services Inc.92$27 12/31/2023
     CAT92$27 12/31/2023
DB Fitzpatrick & Co Inc88$26 12/31/2023
     CAT88$26 12/31/2023
Caitlin John LLC88$26 12/31/2023
     CAT88$26 12/31/2023
Aspect Partners LLC85$25 12/31/2023
     CAT85$25 12/31/2023
AlphaMark Advisors LLC65$24 03/31/2024
     CAT65$24 03/31/2024
Kelly Lawrence W & Associates Inc. CA79$23 12/31/2023
     CAT79$23 12/31/2023
Farmers & Merchants Trust Co of Chambersburg PA75$22 12/31/2023
     CAT75$22 12/31/2023
Fortis Group Advisors LLC74$22 12/31/2023
     CAT74$22 12/31/2023
Long Island Wealth Management Inc.74$22 12/31/2023
     CAT74$22 12/31/2023
Belmont Capital LLC70$21 12/31/2023
     CAT70$21 12/31/2023
Kathleen S. Wright Associates Inc.54$20 03/31/2024
     CAT54$20 03/31/2024
Rockbridge Investment Management LCC68$20 12/31/2023
     CAT68$20 12/31/2023
MUFG Securities EMEA plc64$19 12/31/2023
     CAT64$19 12/31/2023
Manitou Investment Management Ltd.65$19 12/31/2023
     CAT65$19 12/31/2023
Grayhawk Investment Strategies Inc.61$18 12/31/2023
     CAT61$18 12/31/2023
Burkett Financial Services LLC40$15 03/31/2024
     CAT40$15 03/31/2024
Game Plan Financial Advisors LLC40$15 03/31/2024
     CAT40$15 03/31/2024
IAG Wealth Partners LLC50$15 12/31/2023
     CAT50$15 12/31/2023
Arlington Trust Co LLC38$14 03/31/2024
     CAT38$14 03/31/2024
TD Capital Management LLC41$12 12/31/2023
     CAT41$12 12/31/2023
Macroview Investment Management LLC39$12 12/31/2023
     CAT39$12 12/31/2023
Lam Group Inc.30$11 03/31/2024
     CAT30$11 03/31/2024
Valued Wealth Advisors LLC35$10 12/31/2023
     CAT35$10 12/31/2023
TFC Financial Management31$9 12/31/2023
     CAT31$9 12/31/2023
New Millennium Group LLC29$9 12/31/2023
     CAT29$9 12/31/2023
Albion Financial Group UT23$7 12/31/2023
     CAT23$7 12/31/2023
Winch Advisory Services LLC25$7 12/31/2023
     CAT25$7 12/31/2023
DecisionPoint Financial LLC25$7 12/31/2023
     CAT25$7 12/31/2023
Westend Capital Management LLC14$5 03/31/2024
     CAT14$5 03/31/2024
Criterion Capital Advisors LLC15$5 03/31/2024
     CAT15$5 03/31/2024
Red Tortoise LLC17$5 12/31/2023
     CAT17$5 12/31/2023
Investment Research & Advisory Group Inc.10$4 03/31/2024
     CAT10$4 03/31/2024
PayPay Securities Corp12$4 03/31/2024
     CAT12$4 03/31/2024
Blume Capital Management Inc.13$4 12/31/2023
     CAT13$4 12/31/2023
Semmax Financial Advisors Inc.12$4 12/31/2023
     CAT12$4 12/31/2023
JDM Financial Group LLC14$4 12/31/2023
     CAT14$4 12/31/2023
Voisard Asset Management Group Inc.9$3 03/31/2024
     CAT9$3 03/31/2024
Proffitt & Goodson Inc.6$2 12/31/2023
     CAT6$2 12/31/2023
Wetzel Investment Advisors Inc.8$2 12/31/2023
     CAT8$2 12/31/2023
American Capital Advisory LLC6$2 12/31/2023
     CAT6$2 12/31/2023
Sanctuary Wealth Management L.L.C.4$1 12/31/2023
     CAT4$1 12/31/2023
Investors Research Corp3$1 12/31/2023
     CAT3$1 12/31/2023
Tucker Asset Management LLC5$1 12/31/2023
     CAT5$1 12/31/2023
WealthCollab LLC4$1 12/31/2023
     CAT4$1 12/31/2023
Prelude Capital Management LLC $0 12/31/2023
     Put1,400$414 12/31/2023
     Call1,400$414 12/31/2023
Front Row Advisors LLC1$0 12/31/2023
     CAT1$0 12/31/2023
Delta Accumulation LLC $0 12/31/2023
     Put2,800$689 12/31/2023
     Call2,800$689 12/31/2023
Prudent Man Advisors LLC0$0 12/31/2023
     CAT0$0 12/31/2023
Readystate Asset Management LP $0 12/31/2023
     Put8,200$2,424 12/31/2023
     Call8,200$2,424 12/31/2023
Picton Mahoney Asset Management $-2 12/31/2023
     Put135,000$2 12/31/2023
Shay Capital LLC $-591 12/31/2023
     Put2,000$591 12/31/2023
XY Capital Ltd $-591 12/31/2023
     Put9,000$2,661 12/31/2023
     Call7,000$2,070 12/31/2023
LMR Partners LLP $-650 12/31/2023
     Put5,500$1,626 12/31/2023
     Call3,300$976 12/31/2023
Torno Capital LLC $-710 12/31/2023
     Put24,500$7,244 12/31/2023
     Call22,100$6,534 12/31/2023
Paloma Partners Management Co $-1,183 12/31/2023
     Put13,000$3,844 12/31/2023
     Call9,000$2,661 12/31/2023
Caas Capital Management LP $-1,183 12/31/2023
     Put28,200$8,338 12/31/2023
     Call24,200$7,155 12/31/2023
Candelo Capital Management LP $-1,331 12/31/2023
     Put4,500$1,331 12/31/2023
Laurion Capital Management LP $-1,537 12/31/2023
     Put28,400$8,397 12/31/2023
     Call23,200$6,860 12/31/2023
Two Sigma Securities LLC $-1,812 12/31/2023
     Put59,200$17,504 12/31/2023
     Call45,900$13,571 12/31/2023
     CAT7,175$2,121 12/31/2023
Gladius Capital Management LP $-2,099 12/31/2023
     Put9,000$2,661 12/31/2023
     Call1,900$562 12/31/2023
SpiderRock Advisors LLC $-2,592 12/31/2023
     Put10,800$2,592 12/31/2023
BlueCrest Capital Management Ltd $-4,381 12/31/2023
     Put17,200$5,086 12/31/2023
     CAT2,386$705 12/31/2023
Wolverine Asset Management LLC $-7,747 12/31/2023
     Put35,400$10,467 12/31/2023
     Call9,200$2,720 12/31/2023
Walleye Capital LLC $-9,048 12/31/2023
     Put110,500$32,672 12/31/2023
     Call79,900$23,624 12/31/2023
Balyasny Asset Management LLC $-10,970 12/31/2023
     Put104,500$30,898 12/31/2023
     Call67,400$19,928 12/31/2023
Nomura Holdings Inc. $-11,397 12/31/2023
     Put52,500$15,523 12/31/2023
     CAT13,955$4,126 12/31/2023
GTS Securities LLC $-11,573 12/31/2023
     Put194,500$57,508 12/31/2023
     Call150,300$44,439 12/31/2023
     CAT5,061$1,496 12/31/2023
Eisler Capital US LLC $-13,009 12/31/2023
     Put92,500$27,349 12/31/2023
     Call48,500$14,340 12/31/2023
Wolverine Trading LLC $-14,027 12/31/2023
     Put304,900$90,150 12/31/2023
     Call235,800$69,719 12/31/2023
     CAT21,658$6,404 12/31/2023
WS Management Lllp $-14,784 12/31/2023
     Put50,000$14,784 12/31/2023
Point72 Middle East FZE $-15,759 12/31/2023
     Put91,000$26,906 12/31/2023
     Call37,700$11,147 12/31/2023
Walleye Trading LLC $-22,567 12/31/2023
     Put274,200$81,073 12/31/2023
     Call142,800$42,222 12/31/2023
     CAT55,075$16,284 12/31/2023
BW Gestao de Investimentos Ltda. $-23,654 12/31/2023
     Put80,000$23,654 12/31/2023
PEAK6 Investments LLC $-28,206 12/31/2023
     Put284,900$84,236 12/31/2023
     Call189,500$56,029 12/31/2023
     CAT2$1 12/31/2023
Whitebox Advisors LLC $-29,567 12/31/2023
     Put100,000$29,567 12/31/2023
Caption Management LLC $-29,567 12/31/2023
     Put100,000$29,567 12/31/2023
Interval Partners LP $-33,115 12/31/2023
     Put1,120$33,115 12/31/2023
Squarepoint Ops LLC $-43,987 12/31/2023
     Put302,700$89,499 12/31/2023
     Call100,900$29,833 12/31/2023
     CAT53,030$15,679 12/31/2023
Capstone Investment Advisors LLC $-53,105 12/31/2023
     Put231,600$68,477 12/31/2023
     Call51,900$15,345 12/31/2023
     CAT91$27 12/31/2023
Eisler Capital UK Ltd. $-59,428 12/31/2023
     Put257,684$76,189 12/31/2023
     CAT41,221$12,188 12/31/2023
     Call15,465$4,573 12/31/2023
Oaktree Capital Management LP $-88,701 12/31/2023
     Put300,000$88,701 12/31/2023
IMC Chicago LLC $-113,483 03/31/2024
     Put704,700$258,223 03/31/2024
     Call395,000$144,740 03/31/2024
Millennium Management LLC $-262,409 12/31/2023
     Put1,109,700$328,105 12/31/2023
     Call202,700$59,932 12/31/2023
     CAT19,494$5,764 12/31/2023
Mendel Money Management $-965,658 12/31/2023
     Put3,266$965,658 12/31/2023
Curated Wealth Partners LLC $-1,104,421 03/31/2024
     Put3,014$1,104,421 03/31/2024
Genus Capital Management Inc.4,139$-1,223,778 12/31/2023
     Put4,139$1,223,778 12/31/2023

See Summary: Institutional Holders of CAT
See Details: Top 10 Hedge Funds Holding CAT
Also See: CAT Insider Buying
Also See: CAT Holdings Changes
Analysts Forecast: Caterpillar Price Target

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