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On this page, we present all of the funds holding GOVT from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding GOVT, with a link to that fund's top holdings. The next columns
indicate the amount of GOVT stock held by each of the funds holding GOVT, followed by the GOVT position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 679 funds holding GOVT within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE
(or by any of the other funds holding GOVT), click the fund name in the "Holder" column of the funds-holding-GOVT table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Bank of America Corp DE | 358,987,201 | $8,271,065 | 12/31/2023 | GOVT | 358,987,201 | $8,271,065 | 12/31/2023 | FMR LLC | 56,602,898 | $1,304,131 | 12/31/2023 | GOVT | 56,602,898 | $1,304,131 | 12/31/2023 | Truist Financial Corp | 55,833,562 | $1,286,405 | 12/31/2023 | GOVT | 55,833,562 | $1,286,405 | 12/31/2023 | Envestnet Asset Management Inc. | 45,935,176 | $1,058,346 | 12/31/2023 | GOVT | 45,935,176 | $1,058,346 | 12/31/2023 | Allworth Financial LP | 25,183,931 | $580,238 | 12/31/2023 | GOVT | 25,183,931 | $580,238 | 12/31/2023 | The PNC Financial Services Group Inc. | 21,968,820 | $506,162 | 12/31/2023 | GOVT | 21,968,820 | $506,162 | 12/31/2023 | Morgan Stanley | 20,385,353 | $469,679 | 12/31/2023 | GOVT | 20,385,353 | $469,679 | 12/31/2023 | Assetmark Inc. | 16,665,186 | $383,966 | 12/31/2023 | GOVT | 16,665,186 | $383,966 | 12/31/2023 | Charles Schwab Investment Management Inc. | 14,350,003 | $330,624 | 12/31/2023 | GOVT | 14,350,003 | $330,624 | 12/31/2023 | Goldman Sachs Group Inc. | 13,547,526 | $312,135 | 12/31/2023 | GOVT | 13,547,526 | $312,135 | 12/31/2023 | BlackRock Inc. | 12,699,847 | $292,604 | 12/31/2023 | GOVT | 12,699,847 | $292,604 | 12/31/2023 | Fund Evaluation Group LLC | 9,948,394 | $229,211 | 12/31/2023 | GOVT | 9,948,394 | $229,211 | 12/31/2023 | Peavine Capital LLC | 9,554,765 | $220,142 | 12/31/2023 | GOVT | 9,554,765 | $220,142 | 12/31/2023 | JPMorgan Chase & Co. | 8,939,370 | $205,963 | 12/31/2023 | GOVT | 8,939,370 | $205,963 | 12/31/2023 | Prime Capital Investment Advisors LLC | 8,307,734 | $191,410 | 12/31/2023 | GOVT | 8,307,734 | $191,410 | 12/31/2023 | United Capital Financial Advisers LLC | 7,880,500 | $181,567 | 12/31/2023 | GOVT | 7,880,500 | $181,567 | 12/31/2023 | Mutual Advisors LLC | 7,386,162 | $170,177 | 12/31/2023 | GOVT | 7,386,162 | $170,177 | 12/31/2023 | Morningstar Investment Management LLC | 6,282,837 | $144,757 | 12/31/2023 | GOVT | 6,282,837 | $144,757 | 12/31/2023 | Hirtle Callaghan & Co LLC | 5,872,353 | $135,299 | 12/31/2023 | GOVT | 5,872,353 | $135,299 | 12/31/2023 | UBS Group AG | 5,842,959 | $134,622 | 12/31/2023 | GOVT | 5,842,959 | $134,622 | 12/31/2023 | Ameriprise Financial Inc. | 5,491,439 | $126,455 | 12/31/2023 | GOVT | 5,491,439 | $126,455 | 12/31/2023 | Nationwide Fund Advisors | 5,497,558 | $125,179 | 03/31/2024 | GOVT | 5,497,558 | $125,179 | 03/31/2024 | LPL Financial LLC | 5,244,858 | $120,842 | 12/31/2023 | GOVT | 5,244,858 | $120,842 | 12/31/2023 | Jordan Park Group LLC | 4,990,913 | $114,991 | 12/31/2023 | GOVT | 4,990,913 | $114,991 | 12/31/2023 | Townsquare Capital LLC | 4,954,813 | $114,159 | 12/31/2023 | GOVT | 4,954,813 | $114,159 | 12/31/2023 | Allspring Global Investments Holdings LLC | 4,969,584 | $113,157 | 03/31/2024 | GOVT | 4,969,584 | $113,157 | 03/31/2024 | EP Wealth Advisors LLC | 4,689,717 | $108,051 | 12/31/2023 | GOVT | 4,689,717 | $108,051 | 12/31/2023 | Itau Unibanco Holding S.A. | 4,463,844 | $102,847 | 12/31/2023 | GOVT | 4,463,844 | $102,847 | 12/31/2023 | Alliancebernstein L.P. | 4,420,968 | $101,859 | 12/31/2023 | GOVT | 4,420,968 | $101,859 | 12/31/2023 | MCF Advisors LLC | 4,194,589 | $95,511 | 03/31/2024 | GOVT | 4,194,589 | $95,511 | 03/31/2024 | Commerce Bank | 3,526,507 | $81,251 | 12/31/2023 | GOVT | 3,526,507 | $81,251 | 12/31/2023 | Crane Advisory LLC | 3,306,537 | $74,595 | 03/31/2024 | GOVT | 3,306,537 | $74,595 | 03/31/2024 | Wilbanks Smith & Thomas Asset Management LLC | 2,942,219 | $67,789 | 12/31/2023 | GOVT | 2,942,219 | $67,789 | 12/31/2023 | Alesco Advisors LLC | 2,847,070 | $65,596 | 12/31/2023 | GOVT | 2,847,070 | $65,596 | 12/31/2023 | Deutsche Bank AG | 2,835,918 | $65,340 | 12/31/2023 | GOVT | 2,835,918 | $65,340 | 12/31/2023 | Advisor Group Holdings Inc. | 2,831,667 | $65,249 | 12/31/2023 | GOVT | 2,831,667 | $65,249 | 12/31/2023 | Cobblestone Capital Advisors LLC NY | 2,736,599 | $63,051 | 12/31/2023 | GOVT | 2,736,599 | $63,051 | 12/31/2023 | Norinchukin Bank The | 2,718,382 | $62,632 | 12/31/2023 | GOVT | 2,718,382 | $62,632 | 12/31/2023 | Mill Creek Capital Advisors LLC | 2,685,957 | $61,884 | 12/31/2023 | GOVT | 2,685,957 | $61,884 | 12/31/2023 | GLOBALT Investments LLC GA | 2,636,186 | $60,738 | 12/31/2023 | GOVT | 2,636,186 | $60,738 | 12/31/2023 | Royal Bank of Canada | 2,612,614 | $60,193 | 12/31/2023 | GOVT | 2,612,614 | $60,193 | 12/31/2023 | Crestwood Advisors Group LLC | 2,595,831 | $59,808 | 12/31/2023 | GOVT | 2,595,831 | $59,808 | 12/31/2023 | SYM FINANCIAL Corp | 2,408,939 | $55,502 | 12/31/2023 | GOVT | 2,408,939 | $55,502 | 12/31/2023 | 1832 Asset Management L.P. | 2,153,521 | $49,617 | 12/31/2023 | GOVT | 2,153,521 | $49,617 | 12/31/2023 | 3EDGE Asset Management LP | 2,145,567 | $49,434 | 12/31/2023 | GOVT | 2,145,567 | $49,434 | 12/31/2023 | Cetera Advisor Networks LLC | 2,084,158 | $48,019 | 12/31/2023 | GOVT | 2,084,158 | $48,019 | 12/31/2023 | ERTS Wealth Advisors LLC | 2,046,136 | $47,143 | 12/31/2023 | GOVT | 2,046,136 | $47,143 | 12/31/2023 | 1607 Capital Partners LLC | 1,959,634 | $45,150 | 12/31/2023 | GOVT | 1,959,634 | $45,150 | 12/31/2023 | Wedmont Private Capital | 1,866,147 | $41,970 | 03/31/2024 | GOVT | 1,866,147 | $41,970 | 03/31/2024 | Foster Group Inc. | 1,812,960 | $41,281 | 03/31/2024 | GOVT | 1,812,960 | $41,281 | 03/31/2024 | CWM LLC | 1,781,729 | $40,570 | 03/31/2024 | GOVT | 1,781,729 | $40,570 | 03/31/2024 | Brookstone Capital Management | 1,600,267 | $36,438 | 03/31/2024 | GOVT | 1,600,267 | $36,438 | 03/31/2024 | Thrivent Financial for Lutherans | 1,570,869 | $36,193 | 12/31/2023 | GOVT | 1,570,869 | $36,193 | 12/31/2023 | MML Investors Services LLC | 1,549,778 | $35,707 | 12/31/2023 | GOVT | 1,549,778 | $35,707 | 12/31/2023 | Capital Planning Advisors LLC | 1,490,263 | $34,336 | 12/31/2023 | GOVT | 1,490,263 | $34,336 | 12/31/2023 | Armstrong Advisory Group Inc. | 1,473,662 | $33,953 | 03/31/2024 | GOVT | 1,473,662 | $33,953 | 03/31/2024 | Wells Fargo & Company MN | 1,465,915 | $33,775 | 12/31/2023 | GOVT | 1,465,915 | $33,775 | 12/31/2023 | Bailard Inc. | 1,437,810 | $33,127 | 12/31/2023 | GOVT | 1,437,810 | $33,127 | 12/31/2023 | Sequoia Financial Advisors LLC | | $31,818 | 12/31/2023 | GOVT | 1,385,509 | $31,922 | 12/31/2023 | Put | 4,500 | $104 | 12/31/2023 | Cerity Partners LLC | 1,338,606 | $30,841 | 12/31/2023 | GOVT | 1,338,606 | $30,841 | 12/31/2023 | Heirloom Wealth Management | 1,319,549 | $30,402 | 12/31/2023 | GOVT | 1,319,549 | $30,402 | 12/31/2023 | Mirae Asset Global Investments Co. Ltd. | 1,291,819 | $29,767 | 12/31/2023 | GOVT | 1,291,819 | $29,767 | 12/31/2023 | US Bancorp DE | 1,187,491 | $27,360 | 12/31/2023 | GOVT | 1,187,491 | $27,360 | 12/31/2023 | Relative Value Partners Group LLC | 1,151,589 | $26,533 | 12/31/2023 | GOVT | 1,151,589 | $26,533 | 12/31/2023 | Northern Trust Corp | 1,142,574 | $26,325 | 12/31/2023 | GOVT | 1,142,574 | $26,325 | 12/31/2023 | Brown Advisory Inc. | 1,124,513 | $25,909 | 12/31/2023 | GOVT | 1,124,513 | $25,909 | 12/31/2023 | HighTower Advisors LLC | 1,110,714 | $25,567 | 12/31/2023 | GOVT | 1,110,714 | $25,567 | 12/31/2023 | McKinley Carter Wealth Services Inc. | 1,075,737 | $24,785 | 12/31/2023 | GOVT | 1,075,737 | $24,785 | 12/31/2023 | AE Wealth Management LLC | 1,067,767 | $24,297 | 12/31/2023 | GOVT | 1,067,767 | $24,297 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 1,047,757 | $24,140 | 12/31/2023 | GOVT | 1,047,757 | $24,140 | 12/31/2023 | Rockefeller Capital Management L.P. | 1,024,306 | $23,600 | 12/31/2023 | GOVT | 1,024,306 | $23,600 | 12/31/2023 | Johnson Bixby & Associates LLC | 1,023,577 | $23,583 | 12/31/2023 | GOVT | 1,023,577 | $23,583 | 12/31/2023 | Sand Hill Global Advisors LLC | 1,014,046 | $23,364 | 12/31/2023 | GOVT | 1,014,046 | $23,364 | 12/31/2023 | Verum Partners LLC | 1,007,625 | $22,944 | 03/31/2024 | GOVT | 1,007,625 | $22,944 | 03/31/2024 | Commonwealth Equity Services LLC | 986,758 | $22,735 | 12/31/2023 | GOVT | 986,758 | $22,735 | 12/31/2023 | Stifel Financial Corp | 983,327 | $22,656 | 12/31/2023 | GOVT | 983,327 | $22,656 | 12/31/2023 | Park Avenue Securities LLC | 991,165 | $22,569 | 03/31/2024 | GOVT | 991,165 | $22,569 | 03/31/2024 | Janney Montgomery Scott LLC | 977,485 | $22,522 | 12/31/2023 | GOVT | 977,485 | $22,522 | 12/31/2023 | Trilogy Capital Inc. | 987,287 | $22,481 | 03/31/2024 | GOVT | 987,287 | $22,481 | 03/31/2024 | Pictet Asset Management Holding SA | 974,200 | $22,446 | 12/31/2023 | GOVT | 974,200 | $22,446 | 12/31/2023 | Acorns Advisers LLC | 963,447 | $22,198 | 12/31/2023 | GOVT | 963,447 | $22,198 | 12/31/2023 | Quotient Wealth Partners LLC | 904,420 | $20,838 | 12/31/2023 | GOVT | 904,420 | $20,838 | 12/31/2023 | Schmidt P J Investment Management Inc. | 896,826 | $20,407 | 12/31/2023 | GOVT | 896,826 | $20,407 | 12/31/2023 | Clear Rock Advisors LLC | 898,491 | $20,373 | 12/31/2023 | GOVT | 898,491 | $20,373 | 12/31/2023 | Financial Advisory Group | 878,150 | $20,233 | 12/31/2023 | GOVT | 878,150 | $20,233 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 802,789 | $18,496 | 12/31/2023 | GOVT | 802,789 | $18,496 | 12/31/2023 | Cambridge Associates LLC MA ADV | 788,721 | $18,172 | 12/31/2023 | GOVT | 788,721 | $18,172 | 12/31/2023 | Hoese & Co LLP | 792,249 | $17,936 | 03/31/2024 | GOVT | 792,249 | $17,936 | 03/31/2024 | Cook Wealth Management Group LLC | 785,442 | $17,830 | 12/31/2023 | GOVT | 785,442 | $17,830 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 764,698 | $17,412 | 03/31/2024 | GOVT | 764,698 | $17,412 | 03/31/2024 | Mercer Global Advisors Inc. ADV | 741,327 | $17,080 | 12/31/2023 | GOVT | 741,327 | $17,080 | 12/31/2023 | ST Germain D J Co. Inc. | 708,197 | $16,126 | 03/31/2024 | GOVT | 708,197 | $16,126 | 03/31/2024 | Financial Gravity Asset Management Inc. | 685,030 | $15,783 | 12/31/2023 | GOVT | 685,030 | $15,783 | 12/31/2023 | Access Financial Services Inc. | 684,289 | $15,766 | 12/31/2023 | GOVT | 684,289 | $15,766 | 12/31/2023 | Private Advisor Group LLC | 677,611 | $15,612 | 12/31/2023 | GOVT | 677,611 | $15,612 | 12/31/2023 | Cutler Investment Counsel LLC | 676,936 | $15,597 | 12/31/2023 | GOVT | 676,936 | $15,597 | 12/31/2023 | Annandale Capital LLC | 652,870 | $15,042 | 12/31/2023 | GOVT | 652,870 | $15,042 | 12/31/2023 | Premier Path Wealth Partners LLC | 645,514 | $14,859 | 12/31/2023 | GOVT | 645,514 | $14,859 | 12/31/2023 | SeaBridge Investment Advisors LLC | 632,573 | $14,574 | 12/31/2023 | GOVT | 632,573 | $14,574 | 12/31/2023 | Blueprint Investment Partners LLC | 621,845 | $14,327 | 12/31/2023 | GOVT | 621,845 | $14,327 | 12/31/2023 | Steward Partners Investment Advisory LLC | 602,453 | $13,881 | 12/31/2023 | GOVT | 602,453 | $13,881 | 12/31/2023 | Sontag Advisory LLC | 587,983 | $13,547 | 12/31/2023 | GOVT | 587,983 | $13,547 | 12/31/2023 | Spectrum Strategic Capital Management LLC | 553,426 | $12,751 | 12/31/2023 | GOVT | 553,426 | $12,751 | 12/31/2023 | Kestra Advisory Services LLC | 552,583 | $12,732 | 12/31/2023 | GOVT | 552,583 | $12,732 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 544,695 | $12,550 | 12/31/2023 | GOVT | 544,695 | $12,550 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 540,051 | $12,443 | 12/31/2023 | GOVT | 540,051 | $12,443 | 12/31/2023 | Sumitomo Mitsui Financial Group Inc. | 518,664 | $11,950 | 12/31/2023 | GOVT | 518,664 | $11,950 | 12/31/2023 | Montecito Bank & Trust | 517,774 | $11,790 | 03/31/2024 | GOVT | 517,774 | $11,790 | 03/31/2024 | Occidental Asset Management LLC | 501,991 | $11,430 | 03/31/2024 | GOVT | 501,991 | $11,430 | 03/31/2024 | Lineweaver Wealth Advisors LLC | 495,333 | $11,413 | 12/31/2023 | GOVT | 495,333 | $11,413 | 12/31/2023 | Regal Investment Advisors LLC | 489,512 | $11,278 | 12/31/2023 | GOVT | 489,512 | $11,278 | 12/31/2023 | Prairieview Wealth Partners LLC | 482,501 | $10,987 | 03/31/2024 | GOVT | 482,501 | $10,987 | 03/31/2024 | Seascape Capital Management | 470,786 | $10,847 | 12/31/2023 | GOVT | 470,786 | $10,847 | 12/31/2023 | Raymond James & Associates | 470,506 | $10,840 | 12/31/2023 | GOVT | 470,506 | $10,840 | 12/31/2023 | Financial Engines Advisors L.L.C. | 468,866 | $10,803 | 12/31/2023 | GOVT | 468,866 | $10,803 | 12/31/2023 | Cetera Investment Advisers | 466,054 | $10,738 | 12/31/2023 | GOVT | 466,054 | $10,738 | 12/31/2023 | Phoenix Holdings Ltd. | 443,546 | $10,209 | 12/31/2023 | GOVT | 443,546 | $10,209 | 12/31/2023 | Key Financial Inc | 420,287 | $9,683 | 12/31/2023 | GOVT | 420,287 | $9,683 | 12/31/2023 | Adroit Compliance LLC | 412,197 | $9,497 | 12/31/2023 | GOVT | 412,197 | $9,497 | 12/31/2023 | Klaas Financial Asset Advisors LLC | 412,197 | $9,497 | 12/31/2023 | GOVT | 412,197 | $9,497 | 12/31/2023 | Bernardo Wealth Planning LLC | 407,848 | $9,397 | 12/31/2023 | GOVT | 407,848 | $9,397 | 12/31/2023 | Cliftonlarsonallen Wealth Advisors LLC | 403,951 | $9,307 | 12/31/2023 | GOVT | 403,951 | $9,307 | 12/31/2023 | FDx Advisors Inc. | 402,485 | $9,273 | 12/31/2023 | GOVT | 402,485 | $9,273 | 12/31/2023 | Topel & Distasi Wealth Management LLC | 402,435 | $9,272 | 12/31/2023 | GOVT | 402,435 | $9,272 | 12/31/2023 | Lifeworks Advisors LLC | 396,831 | $9,143 | 12/31/2023 | GOVT | 396,831 | $9,143 | 12/31/2023 | Source Financial Advisors LLC | 393,699 | $9,071 | 12/31/2023 | GOVT | 393,699 | $9,071 | 12/31/2023 | Optas LLC | 394,471 | $8,982 | 03/31/2024 | GOVT | 394,471 | $8,982 | 03/31/2024 | Wealthsource Partners LLC | 380,329 | $8,763 | 12/31/2023 | GOVT | 380,329 | $8,763 | 12/31/2023 | Perella Weinberg Partners Capital Management LP | 366,063 | $8,434 | 12/31/2023 | GOVT | 366,063 | $8,434 | 12/31/2023 | Bull Oak Capital LLC | 369,985 | $8,425 | 03/31/2024 | GOVT | 369,985 | $8,425 | 03/31/2024 | SCS Capital Management LLC | 364,908 | $8,407 | 12/31/2023 | GOVT | 364,908 | $8,407 | 12/31/2023 | Bartlett & Co. LLC | 361,894 | $8,353 | 12/31/2023 | GOVT | 361,894 | $8,353 | 12/31/2023 | Bartlett & CO. Wealth Management LLC | 361,894 | $8,353 | 12/31/2023 | GOVT | 361,894 | $8,353 | 12/31/2023 | GWM Advisors LLC | 346,980 | $7,973 | 12/31/2023 | GOVT | 346,980 | $7,973 | 12/31/2023 | Bank of New York Mellon Corp | 344,845 | $7,945 | 12/31/2023 | GOVT | 344,845 | $7,945 | 12/31/2023 | Cetera Advisors LLC | 340,282 | $7,840 | 12/31/2023 | GOVT | 340,282 | $7,840 | 12/31/2023 | Beacon Bridge Wealth Partners LLC | 339,843 | $7,830 | 12/31/2023 | GOVT | 339,843 | $7,830 | 12/31/2023 | Clear Creek Financial Management LLC | 335,394 | $7,727 | 12/31/2023 | GOVT | 335,394 | $7,727 | 12/31/2023 | Adventist Health System Sunbelt Healthcare Corp | 334,570 | $7,708 | 12/31/2023 | GOVT | 334,570 | $7,708 | 12/31/2023 | Skyline Advisors Inc. | 338,138 | $7,699 | 03/31/2024 | GOVT | 338,138 | $7,699 | 03/31/2024 | Hilltop Holdings Inc. | 334,107 | $7,698 | 12/31/2023 | GOVT | 334,107 | $7,698 | 12/31/2023 | One Day In July LLC | 329,655 | $7,595 | 12/31/2023 | GOVT | 329,655 | $7,595 | 12/31/2023 | Farther Finance Advisors LLC | 322,550 | $7,432 | 12/31/2023 | GOVT | 322,550 | $7,432 | 12/31/2023 | Vantage Financial Partners LLC | 317,798 | $7,322 | 12/31/2023 | GOVT | 317,798 | $7,322 | 12/31/2023 | Creative Planning | 299,206 | $6,894 | 12/31/2023 | GOVT | 299,206 | $6,894 | 12/31/2023 | JT Stratford LLC | 296,695 | $6,836 | 12/31/2023 | GOVT | 296,695 | $6,836 | 12/31/2023 | Spartan Planning & Wealth Management | 293,619 | $6,765 | 12/31/2023 | GOVT | 293,619 | $6,765 | 12/31/2023 | Stewardship Advisors LLC | 294,573 | $6,707 | 03/31/2024 | GOVT | 294,573 | $6,707 | 03/31/2024 | Paladin Advisory Group LLC | 280,684 | $6,467 | 12/31/2023 | GOVT | 280,684 | $6,467 | 12/31/2023 | Strategic Investment Advisors MI | 278,067 | $6,407 | 12/31/2023 | GOVT | 278,067 | $6,407 | 12/31/2023 | Barclays PLC | 276,355 | $6,367 | 12/31/2023 | GOVT | 276,355 | $6,367 | 12/31/2023 | Strategic Blueprint LLC | 273,340 | $6,298 | 12/31/2023 | GOVT | 273,340 | $6,298 | 12/31/2023 | Center For Asset Management LLC | 272,826 | $6,286 | 12/31/2023 | GOVT | 272,826 | $6,286 | 12/31/2023 | Westshore Wealth LLC | 272,195 | $6,271 | 12/31/2023 | GOVT | 272,195 | $6,271 | 12/31/2023 | Principal Securities Inc. | 264,379 | $6,091 | 12/31/2023 | GOVT | 264,379 | $6,091 | 12/31/2023 | Crabel Capital Management LLC | 249,082 | $5,739 | 12/31/2023 | GOVT | 249,082 | $5,739 | 12/31/2023 | 4J Wealth Management LLC | 242,874 | $5,596 | 12/31/2023 | GOVT | 242,874 | $5,596 | 12/31/2023 | Anderson Hoagland & Co. | 239,198 | $5,322 | 03/31/2024 | GOVT | 239,198 | $5,322 | 03/31/2024 | Mather Group LLC. | 227,892 | $5,251 | 03/31/2024 | GOVT | 227,892 | $5,251 | 03/31/2024 | Anfield Capital Management LLC | 227,040 | $5,231 | 12/31/2023 | GOVT | 227,040 | $5,231 | 12/31/2023 | Avantax Advisory Services Inc. | 226,295 | $5,214 | 12/31/2023 | GOVT | 226,295 | $5,214 | 12/31/2023 | MMA Asset Management LLC | 225,952 | $5,123 | 12/31/2023 | GOVT | 225,952 | $5,123 | 12/31/2023 | CFS Investment Advisory Services LLC | 219,290 | $5,052 | 12/31/2023 | GOVT | 219,290 | $5,052 | 12/31/2023 | PFG Investments LLC | 216,646 | $4,992 | 12/31/2023 | GOVT | 216,646 | $4,992 | 12/31/2023 | Congress Wealth Management LLC DE | 219,038 | $4,988 | 03/31/2024 | GOVT | 219,038 | $4,988 | 03/31/2024 | Portside Wealth Group LLC | 218,309 | $4,971 | 03/31/2024 | GOVT | 218,309 | $4,971 | 03/31/2024 | Stage Harbor Financial LLC | 215,383 | $4,962 | 12/31/2023 | GOVT | 215,383 | $4,962 | 12/31/2023 | Scotia Capital Inc. | 215,021 | $4,954 | 12/31/2023 | GOVT | 215,021 | $4,954 | 12/31/2023 | Cahill Financial Advisors Inc. | 207,498 | $4,781 | 12/31/2023 | GOVT | 207,498 | $4,781 | 12/31/2023 | Meridian Wealth Management LLC | 205,656 | $4,738 | 12/31/2023 | GOVT | 205,656 | $4,738 | 12/31/2023 | Compagnie Lombard Odier SCmA | 201,497 | $4,642 | 12/31/2023 | GOVT | 201,497 | $4,642 | 12/31/2023 | Synovus Financial Corp | 199,410 | $4,595 | 12/31/2023 | GOVT | 199,410 | $4,595 | 12/31/2023 | AdvisorNet Financial Inc | 200,679 | $4,569 | 03/31/2024 | GOVT | 200,679 | $4,569 | 03/31/2024 | Alpha Cubed Investments LLC | 190,892 | $4,398 | 12/31/2023 | GOVT | 190,892 | $4,398 | 12/31/2023 | Kestra Private Wealth Services LLC | 189,443 | $4,365 | 12/31/2023 | GOVT | 189,443 | $4,365 | 12/31/2023 | CIBC World Markets Inc. | 186,495 | $4,297 | 12/31/2023 | GOVT | 186,495 | $4,297 | 12/31/2023 | Geneos Wealth Management Inc. | 184,428 | $4,249 | 12/31/2023 | GOVT | 184,428 | $4,249 | 12/31/2023 | Proquility Private Wealth Partners LLC | 180,326 | $4,155 | 12/31/2023 | GOVT | 180,326 | $4,155 | 12/31/2023 | Hsbc Holdings PLC | 179,596 | $4,138 | 12/31/2023 | GOVT | 179,596 | $4,138 | 12/31/2023 | Atria Wealth Solutions Inc. | 178,006 | $4,101 | 12/31/2023 | GOVT | 178,006 | $4,101 | 12/31/2023 | KWB Wealth | 176,891 | $4,028 | 03/31/2024 | GOVT | 176,891 | $4,028 | 03/31/2024 | Strategic Financial Concepts LLC | 173,893 | $4,006 | 12/31/2023 | GOVT | 173,893 | $4,006 | 12/31/2023 | Comerica Bank | 172,934 | $3,984 | 12/31/2023 | GOVT | 172,934 | $3,984 | 12/31/2023 | Ullmann Financial Group Inc. | 171,105 | $3,942 | 12/31/2023 | GOVT | 171,105 | $3,942 | 12/31/2023 | Drive Wealth Management LLC | 169,195 | $3,898 | 12/31/2023 | GOVT | 169,195 | $3,898 | 12/31/2023 | Client 1ST Advisory Group LLC | 166,264 | $3,831 | 12/31/2023 | GOVT | 166,264 | $3,831 | 12/31/2023 | Dynamic Advisor Solutions LLC | 166,783 | $3,798 | 03/31/2024 | GOVT | 166,783 | $3,798 | 03/31/2024 | Eight 31 Financial LLC | 164,346 | $3,787 | 12/31/2023 | GOVT | 164,346 | $3,787 | 12/31/2023 | Mariner LLC | 160,363 | $3,695 | 12/31/2023 | GOVT | 160,363 | $3,695 | 12/31/2023 | Foundations Investment Advisors LLC | 159,181 | $3,674 | 12/31/2023 | GOVT | 159,181 | $3,674 | 12/31/2023 | Fifth Third Securities Inc. | 159,588 | $3,634 | 03/31/2024 | GOVT | 159,588 | $3,634 | 03/31/2024 | Sterling Financial Planning Inc. | 157,153 | $3,621 | 12/31/2023 | GOVT | 157,153 | $3,621 | 12/31/2023 | Ronald Blue Trust Inc. | 159,931 | $3,525 | 12/31/2023 | GOVT | 159,931 | $3,525 | 12/31/2023 | Dfpg Investments LLC | 152,129 | $3,500 | 12/31/2023 | GOVT | 152,129 | $3,500 | 12/31/2023 | Sowell Financial Services LLC | 149,876 | $3,453 | 12/31/2023 | GOVT | 149,876 | $3,453 | 12/31/2023 | TSA Wealth Managment LLC | 145,789 | $3,359 | 12/31/2023 | GOVT | 145,789 | $3,359 | 12/31/2023 | Western Financial Corp CA | 142,798 | $3,290 | 12/31/2023 | GOVT | 142,798 | $3,290 | 12/31/2023 | Atria Investments LLC | 140,707 | $3,242 | 12/31/2023 | GOVT | 140,707 | $3,242 | 12/31/2023 | Steel Peak Wealth Management LLC | 142,141 | $3,237 | 03/31/2024 | GOVT | 142,141 | $3,237 | 03/31/2024 | Fortitude Advisory Group L.L.C. | 139,458 | $3,213 | 12/31/2023 | GOVT | 139,458 | $3,213 | 12/31/2023 | Greenline Partners LLC | 138,058 | $3,181 | 12/31/2023 | GOVT | 138,058 | $3,181 | 12/31/2023 | Prospera Financial Services Inc | 135,265 | $3,117 | 12/31/2023 | GOVT | 135,265 | $3,117 | 12/31/2023 | Crestmont Private Wealth LLC | 132,075 | $3,007 | 03/31/2024 | GOVT | 132,075 | $3,007 | 03/31/2024 | Dorsey & Whitney Trust CO LLC | 128,000 | $2,949 | 12/31/2023 | GOVT | 128,000 | $2,949 | 12/31/2023 | Stratos Wealth Partners LTD. | 128,593 | $2,928 | 03/31/2024 | GOVT | 128,593 | $2,928 | 03/31/2024 | Baird Financial Group Inc. | 125,641 | $2,895 | 12/31/2023 | GOVT | 125,641 | $2,895 | 12/31/2023 | Financial Network Wealth Management LLC | 124,348 | $2,864 | 12/31/2023 | GOVT | 124,348 | $2,864 | 12/31/2023 | LVW Advisors LLC | 122,376 | $2,787 | 03/31/2024 | GOVT | 122,376 | $2,787 | 03/31/2024 | First Pacific Financial | 119,916 | $2,763 | 12/31/2023 | GOVT | 119,916 | $2,763 | 12/31/2023 | Capital Investment Advisory Services LLC | 116,458 | $2,683 | 12/31/2023 | GOVT | 116,458 | $2,683 | 12/31/2023 | TNF LLC | 115,221 | $2,632 | 12/31/2023 | GOVT | 115,221 | $2,632 | 12/31/2023 | Ascent Group LLC | 115,210 | $2,615 | 12/31/2023 | GOVT | 115,210 | $2,615 | 12/31/2023 | Change Path LLC | 113,340 | $2,612 | 12/31/2023 | GOVT | 113,340 | $2,612 | 12/31/2023 | Columbia Trust Co 01012016 | 113,267 | $2,610 | 12/31/2023 | GOVT | 113,267 | $2,610 | 12/31/2023 | Perigon Wealth Management LLC | 112,755 | $2,598 | 12/31/2023 | GOVT | 112,755 | $2,598 | 12/31/2023 | Great West Life Assurance Co. Can | 110,750 | $2,530 | 12/31/2023 | GOVT | 110,750 | $2,530 | 12/31/2023 | Sharkey Howes & Javer | 108,542 | $2,472 | 03/31/2024 | GOVT | 108,542 | $2,472 | 03/31/2024 | Fidelity D & D Bancorp Inc. | 107,522 | $2,448 | 03/31/2024 | GOVT | 107,522 | $2,448 | 03/31/2024 | Liberty Wealth Management LLC | 106,083 | $2,444 | 12/31/2023 | GOVT | 106,083 | $2,444 | 12/31/2023 | Spire Wealth Management | 106,681 | $2,426 | 12/31/2023 | GOVT | 106,681 | $2,426 | 12/31/2023 | BNP Paribas Arbitrage SA | 105,144 | $2,423 | 12/31/2023 | GOVT | 105,144 | $2,423 | 12/31/2023 | Shared Vision Wealth Group LLC | 104,883 | $2,416 | 12/31/2023 | GOVT | 104,883 | $2,416 | 12/31/2023 | Keel Point LLC | 104,950 | $2,390 | 03/31/2024 | GOVT | 104,950 | $2,390 | 03/31/2024 | Prudential Financial Inc. | 100,696 | $2,320 | 12/31/2023 | GOVT | 100,696 | $2,320 | 12/31/2023 | WealthCare Investment Partners LLC | 101,630 | $2,314 | 03/31/2024 | GOVT | 101,630 | $2,314 | 03/31/2024 | David R. Rahn & Associates Inc. | 100,318 | $2,284 | 03/31/2024 | GOVT | 100,318 | $2,284 | 03/31/2024 | Global Retirement Partners LLC | 99,470 | $2,272 | 12/31/2023 | GOVT | 99,470 | $2,272 | 12/31/2023 | Parallel Advisors LLC | 97,607 | $2,249 | 12/31/2023 | GOVT | 97,607 | $2,249 | 12/31/2023 | Captrust Financial Advisors | 97,578 | $2,248 | 12/31/2023 | GOVT | 97,578 | $2,248 | 12/31/2023 | Horst & Graben Wealth Management LLC | 97,207 | $2,240 | 12/31/2023 | GOVT | 97,207 | $2,240 | 12/31/2023 | Spectrum Asset Management Inc. NB CA | 97,068 | $2,236 | 12/31/2023 | GOVT | 97,068 | $2,236 | 12/31/2023 | M&T Bank Corp | 96,379 | $2,221 | 12/31/2023 | GOVT | 96,379 | $2,221 | 12/31/2023 | Apollon Wealth Management LLC | 94,146 | $2,169 | 12/31/2023 | GOVT | 94,146 | $2,169 | 12/31/2023 | Thrive Capital Management LLC | 93,880 | $2,163 | 12/31/2023 | GOVT | 93,880 | $2,163 | 12/31/2023 | Sollinda Capital Management LLC | 92,997 | $2,143 | 12/31/2023 | GOVT | 92,997 | $2,143 | 12/31/2023 | BCJ Capital Management LLC | 92,216 | $2,125 | 12/31/2023 | GOVT | 92,216 | $2,125 | 12/31/2023 | Benchmark Investment Advisors LLC | 92,216 | $2,125 | 12/31/2023 | GOVT | 92,216 | $2,125 | 12/31/2023 | HRT Financial LP | 90,916 | $2,094 | 12/31/2023 | GOVT | 90,916 | $2,094 | 12/31/2023 | Equitable Holdings Inc. | 89,069 | $2,052 | 12/31/2023 | GOVT | 89,069 | $2,052 | 12/31/2023 | FFG Retirement Advisors LLC | 88,685 | $2,043 | 12/31/2023 | GOVT | 88,685 | $2,043 | 12/31/2023 | Merit Financial Group LLC | 88,112 | $2,030 | 12/31/2023 | GOVT | 88,112 | $2,030 | 12/31/2023 | Snider Financial Group | 87,887 | $2,025 | 12/31/2023 | GOVT | 87,887 | $2,025 | 12/31/2023 | Baker Tilly Financial LLC | 87,610 | $2,019 | 12/31/2023 | GOVT | 87,610 | $2,019 | 12/31/2023 | Swmg LLC | 84,805 | $1,954 | 12/31/2023 | GOVT | 84,805 | $1,954 | 12/31/2023 | Avondale Wealth Management | 83,675 | $1,905 | 03/31/2024 | GOVT | 83,675 | $1,905 | 03/31/2024 | Qube Research & Technologies Ltd | 81,716 | $1,883 | 12/31/2023 | GOVT | 81,716 | $1,883 | 12/31/2023 | Harbour Investments Inc. | 81,334 | $1,874 | 12/31/2023 | GOVT | 81,334 | $1,874 | 12/31/2023 | Valmark Advisers Inc. | 81,209 | $1,871 | 12/31/2023 | GOVT | 81,209 | $1,871 | 12/31/2023 | Visionary Wealth Advisors | 80,769 | $1,861 | 12/31/2023 | GOVT | 80,769 | $1,861 | 12/31/2023 | Element Wealth LLC | 79,515 | $1,832 | 12/31/2023 | GOVT | 79,515 | $1,832 | 12/31/2023 | Arden Trust Co | 77,760 | $1,771 | 03/31/2024 | GOVT | 77,760 | $1,771 | 03/31/2024 | WCG Wealth Advisors LLC | 76,329 | $1,759 | 12/31/2023 | GOVT | 76,329 | $1,759 | 12/31/2023 | Lazard Asset Management LLC | 76,143 | $1,754 | 12/31/2023 | GOVT | 76,143 | $1,754 | 12/31/2023 | GeoWealth Management LLC | 75,645 | $1,743 | 12/31/2023 | GOVT | 75,645 | $1,743 | 12/31/2023 | RSM US Wealth Management LLC | 75,396 | $1,737 | 12/31/2023 | GOVT | 75,396 | $1,737 | 12/31/2023 | TIAA Trust National Association | 75,178 | $1,732 | 12/31/2023 | GOVT | 75,178 | $1,732 | 12/31/2023 | Roble Belko & Company Inc | 73,274 | $1,668 | 03/31/2024 | GOVT | 73,274 | $1,668 | 03/31/2024 | Heritage Wealth Management Inc. CA | 69,946 | $1,612 | 12/31/2023 | GOVT | 69,946 | $1,612 | 12/31/2023 | Austin Private Wealth LLC | 71,143 | $1,600 | 03/31/2024 | GOVT | 71,143 | $1,600 | 03/31/2024 | Kingswood Wealth Advisors LLC | 69,778 | $1,589 | 03/31/2024 | GOVT | 69,778 | $1,589 | 03/31/2024 | Intelligence Driven Advisers LLC | 69,021 | $1,587 | 12/31/2023 | GOVT | 69,021 | $1,587 | 12/31/2023 | JPL Wealth Management LLC | 68,898 | $1,587 | 12/31/2023 | GOVT | 68,898 | $1,587 | 12/31/2023 | Iron Financial LLC | 67,713 | $1,560 | 12/31/2023 | GOVT | 67,713 | $1,560 | 12/31/2023 | Actinver Wealth Management Inc. | 66,795 | $1,539 | 12/31/2023 | GOVT | 66,795 | $1,539 | 12/31/2023 | Concurrent Investment Advisors LLC | 66,174 | $1,525 | 12/31/2023 | GOVT | 66,174 | $1,525 | 12/31/2023 | EisnerAmper Wealth Management Corporate Benefits LLC | 65,850 | $1,517 | 12/31/2023 | GOVT | 65,850 | $1,517 | 12/31/2023 | Integrated Wealth Concepts LLC | 65,846 | $1,517 | 12/31/2023 | GOVT | 65,846 | $1,517 | 12/31/2023 | Leavell Investment Management Inc. | 65,792 | $1,516 | 12/31/2023 | GOVT | 65,792 | $1,516 | 12/31/2023 | Citigroup Inc. | 64,859 | $1,494 | 12/31/2023 | GOVT | 64,859 | $1,494 | 12/31/2023 | Wesbanco Bank Inc. | 64,692 | $1,491 | 12/31/2023 | GOVT | 64,692 | $1,491 | 12/31/2023 | Orion Portfolio Solutions LLC | 63,346 | $1,450 | 12/31/2023 | GOVT | 63,346 | $1,450 | 12/31/2023 | PFG Advisors | 62,316 | $1,436 | 12/31/2023 | GOVT | 62,316 | $1,436 | 12/31/2023 | Provence Wealth Management Group | 61,960 | $1,428 | 12/31/2023 | GOVT | 61,960 | $1,428 | 12/31/2023 | Brasada Capital Management LP | 61,386 | $1,414 | 12/31/2023 | GOVT | 61,386 | $1,414 | 12/31/2023 | National Bank of Canada FI | 62,304 | $1,409 | 12/31/2023 | GOVT | 62,304 | $1,409 | 12/31/2023 | Summit X LLC | 60,249 | $1,388 | 12/31/2023 | GOVT | 60,249 | $1,388 | 12/31/2023 | Van Hulzen Asset Management LLC | 59,409 | $1,369 | 12/31/2023 | GOVT | 59,409 | $1,369 | 12/31/2023 | Buckingham Strategic Partners | 59,356 | $1,368 | 12/31/2023 | GOVT | 59,356 | $1,368 | 12/31/2023 | Hoxton Planning & Management LLC | 59,851 | $1,363 | 03/31/2024 | GOVT | 59,851 | $1,363 | 03/31/2024 | Icon Wealth Advisors LLC | 59,075 | $1,361 | 12/31/2023 | GOVT | 59,075 | $1,361 | 12/31/2023 | Cyndeo Wealth Partners LLC | 58,966 | $1,343 | 03/31/2024 | GOVT | 58,966 | $1,343 | 03/31/2024 | Twele Capital Management Inc. | 57,917 | $1,319 | 03/31/2024 | GOVT | 57,917 | $1,319 | 03/31/2024 | Tower Research Capital LLC TRC | 57,004 | $1,313 | 12/31/2023 | GOVT | 57,004 | $1,313 | 12/31/2023 | High Falls Advisors Inc | 56,996 | $1,313 | 12/31/2023 | GOVT | 56,996 | $1,313 | 12/31/2023 | Monticello Wealth Management LLC | 55,089 | $1,269 | 12/31/2023 | GOVT | 55,089 | $1,269 | 12/31/2023 | Rede Wealth LLC | 54,937 | $1,266 | 12/31/2023 | GOVT | 54,937 | $1,266 | 12/31/2023 | Proequities Inc. | 53,983 | $1,244 | 12/31/2023 | GOVT | 53,983 | $1,244 | 12/31/2023 | MA Private Wealth | 53,247 | $1,227 | 12/31/2023 | GOVT | 53,247 | $1,227 | 12/31/2023 | Waterloo Capital L.P. | 53,180 | $1,225 | 12/31/2023 | GOVT | 53,180 | $1,225 | 12/31/2023 | One Wealth Advisors LLC | 53,688 | $1,222 | 03/31/2024 | GOVT | 53,688 | $1,222 | 03/31/2024 | Buckingham Strategic Wealth LLC | 52,922 | $1,219 | 12/31/2023 | GOVT | 52,922 | $1,219 | 12/31/2023 | Financial Network Wealth Advisors LLC | 52,682 | $1,214 | 12/31/2023 | GOVT | 52,682 | $1,214 | 12/31/2023 | Midwest Heritage Bank FSB | 52,490 | $1,209 | 12/31/2023 | GOVT | 52,490 | $1,209 | 12/31/2023 | SageView Advisory Group LLC | 52,681 | $1,205 | 12/31/2023 | GOVT | 52,681 | $1,205 | 12/31/2023 | Citadel Advisors LLC | | $1,193 | 12/31/2023 | GOVT | 46,582 | $1,073 | 12/31/2023 | Call | 6,200 | $143 | 12/31/2023 | Put | 1,000 | $23 | 12/31/2023 | Wealthfront Advisers LLC | 52,187 | $1,188 | 03/31/2024 | GOVT | 52,187 | $1,188 | 03/31/2024 | Resources Investment Advisors LLC. | 51,410 | $1,184 | 12/31/2023 | GOVT | 51,410 | $1,184 | 12/31/2023 | Greenleaf Trust | 50,730 | $1,169 | 12/31/2023 | GOVT | 50,730 | $1,169 | 12/31/2023 | TFB Advisors LLC | 50,381 | $1,161 | 12/31/2023 | GOVT | 50,381 | $1,161 | 12/31/2023 | Lincoln National Corp | 50,317 | $1,159 | 12/31/2023 | GOVT | 50,317 | $1,159 | 12/31/2023 | Global Wealth Strategies & Associates | 50,368 | $1,147 | 03/31/2024 | GOVT | 50,368 | $1,147 | 03/31/2024 | Continuum Advisory LLC | 48,491 | $1,119 | 12/31/2023 | GOVT | 48,491 | $1,119 | 12/31/2023 | Shelter Mutual Insurance Co | 48,000 | $1,106 | 12/31/2023 | GOVT | 48,000 | $1,106 | 12/31/2023 | Vista Private Wealth Partners. LLC | 47,883 | $1,103 | 12/31/2023 | GOVT | 47,883 | $1,103 | 12/31/2023 | Simplicity Wealth LLC | 47,858 | $1,103 | 12/31/2023 | GOVT | 47,858 | $1,103 | 12/31/2023 | Integrated Advisors Network LLC | 47,825 | $1,102 | 12/31/2023 | GOVT | 47,825 | $1,102 | 12/31/2023 | Family Firm Inc. | 47,799 | $1,101 | 12/31/2023 | GOVT | 47,799 | $1,101 | 12/31/2023 | Cosner Financial Group LLC | 47,526 | $1,095 | 12/31/2023 | GOVT | 47,526 | $1,095 | 12/31/2023 | Willis Johnson & Associates Inc. | 46,541 | $1,060 | 03/31/2024 | GOVT | 46,541 | $1,060 | 03/31/2024 | Bank of Montreal Can | 45,136 | $1,053 | 12/31/2023 | GOVT | 45,136 | $1,053 | 12/31/2023 | Alliance Wealth Advisors LLC UT | 45,033 | $1,038 | 12/31/2023 | GOVT | 45,033 | $1,038 | 12/31/2023 | Day & Ennis LLC | 44,758 | $1,031 | 12/31/2023 | GOVT | 44,758 | $1,031 | 12/31/2023 | Cherrydale Wealth Management LLC | 44,923 | $1,023 | 03/31/2024 | GOVT | 44,923 | $1,023 | 03/31/2024 | Graham Capital Management L.P. | 44,400 | $1,023 | 12/31/2023 | GOVT | 44,400 | $1,023 | 12/31/2023 | Certus Wealth Management LLC | 43,792 | $1,009 | 12/31/2023 | GOVT | 43,792 | $1,009 | 12/31/2023 | U.S. Capital Wealth Advisors LLC | 43,213 | $996 | 12/31/2023 | GOVT | 43,213 | $996 | 12/31/2023 | UMB Bank N A MO | 42,500 | $979 | 12/31/2023 | GOVT | 42,500 | $979 | 12/31/2023 | National Asset Management Inc. | 42,166 | $972 | 12/31/2023 | GOVT | 42,166 | $972 | 12/31/2023 | Stableford Capital II LLC | 42,379 | $965 | 03/31/2024 | GOVT | 42,379 | $965 | 03/31/2024 | Belpointe Asset Management LLC | 41,842 | $964 | 12/31/2023 | GOVT | 41,842 | $964 | 12/31/2023 | Michael B. Yongue | 40,180 | $926 | 12/31/2023 | GOVT | 40,180 | $926 | 12/31/2023 | Principal Financial Group Inc. | 39,932 | $920 | 12/31/2023 | GOVT | 39,932 | $920 | 12/31/2023 | Vermillion & White Wealth Management Group LLC | 39,881 | $919 | 12/31/2023 | GOVT | 39,881 | $919 | 12/31/2023 | Tennessee Valley Asset Management Partners | 39,565 | $912 | 12/31/2023 | GOVT | 39,565 | $912 | 12/31/2023 | Summit Wealth Group LLC | 39,542 | $911 | 12/31/2023 | GOVT | 39,542 | $911 | 12/31/2023 | West Wealth Group LLC | 39,388 | $908 | 12/31/2023 | GOVT | 39,388 | $908 | 12/31/2023 | Copperleaf Capital LLC | 39,307 | $906 | 12/31/2023 | GOVT | 39,307 | $906 | 12/31/2023 | Signal Advisors Wealth LLC | 39,691 | $904 | 03/31/2024 | GOVT | 39,691 | $904 | 03/31/2024 | Transatlantique Private Wealth LLC | 38,487 | $887 | 12/31/2023 | GOVT | 38,487 | $887 | 12/31/2023 | Foster & Motley Inc. | 38,448 | $875 | 03/31/2024 | GOVT | 38,448 | $875 | 03/31/2024 | RHS Financial LLC | 38,373 | $874 | 03/31/2024 | GOVT | 38,373 | $874 | 03/31/2024 | NBT Bank N A NY | 37,653 | $868 | 12/31/2023 | GOVT | 37,653 | $868 | 12/31/2023 | Raymond James Trust N.A. | 37,451 | $863 | 12/31/2023 | GOVT | 37,451 | $863 | 12/31/2023 | FourThought Financial Partners LLC | 37,120 | $855 | 12/31/2023 | GOVT | 37,120 | $855 | 12/31/2023 | Pacific Financial Group Inc. | 36,980 | $852 | 12/31/2023 | GOVT | 36,980 | $852 | 12/31/2023 | Silvia Mccoll Wealth Management LLC | 37,558 | $836 | 03/31/2024 | GOVT | 37,558 | $836 | 03/31/2024 | Stokes Family Office LLC | 36,227 | $835 | 12/31/2023 | GOVT | 36,227 | $835 | 12/31/2023 | Arete Wealth Advisors LLC | 35,607 | $820 | 12/31/2023 | GOVT | 35,607 | $820 | 12/31/2023 | SigFig Wealth Management LLC | 35,484 | $818 | 12/31/2023 | GOVT | 35,484 | $818 | 12/31/2023 | Interactive Financial Advisors | 35,247 | $812 | 12/31/2023 | GOVT | 35,247 | $812 | 12/31/2023 | Wedbush Securities Inc. | 34,913 | $804 | 12/31/2023 | GOVT | 34,913 | $804 | 12/31/2023 | Lido Advisors LLC | 34,915 | $804 | 12/31/2023 | GOVT | 34,915 | $804 | 12/31/2023 | Coppell Advisory Solutions LLC | 34,524 | $795 | 12/31/2023 | GOVT | 34,524 | $795 | 12/31/2023 | Axxcess Wealth Management LLC | 34,470 | $794 | 12/31/2023 | GOVT | 34,470 | $794 | 12/31/2023 | Heritage Wealth Management LLC | 34,327 | $791 | 12/31/2023 | GOVT | 34,327 | $791 | 12/31/2023 | Bay Harbor Wealth Management LLC | 34,118 | $786 | 12/31/2023 | GOVT | 34,118 | $786 | 12/31/2023 | Cary Street Partners Investment Advisory LLC | 33,874 | $780 | 12/31/2023 | GOVT | 33,874 | $780 | 12/31/2023 | JB Capital LLC | 33,646 | $775 | 12/31/2023 | GOVT | 33,646 | $775 | 12/31/2023 | Transcend Wealth Collective LLC | 33,391 | $769 | 12/31/2023 | GOVT | 33,391 | $769 | 12/31/2023 | Moors & Cabot Inc. | 33,355 | $768 | 12/31/2023 | GOVT | 33,355 | $768 | 12/31/2023 | Snowden Capital Advisors LLC | 32,924 | $759 | 12/31/2023 | GOVT | 32,924 | $759 | 12/31/2023 | Kingdom Financial Group LLC. | 32,869 | $757 | 12/31/2023 | GOVT | 32,869 | $757 | 12/31/2023 | Wallace Advisory Group LLC | 32,805 | $756 | 03/31/2024 | GOVT | 32,805 | $756 | 03/31/2024 | TD Waterhouse Canada Inc. | 32,770 | $755 | 12/31/2023 | GOVT | 32,770 | $755 | 12/31/2023 | Kingsview Wealth Management LLC | 32,220 | $742 | 12/31/2023 | GOVT | 32,220 | $742 | 12/31/2023 | Cahaba Wealth Management Inc. | 31,919 | $735 | 12/31/2023 | GOVT | 31,919 | $735 | 12/31/2023 | WealthShield Partners LLC | 31,370 | $723 | 12/31/2023 | GOVT | 31,370 | $723 | 12/31/2023 | Syntax Research Inc. | 30,863 | $711 | 12/31/2023 | GOVT | 30,863 | $711 | 12/31/2023 | First Horizon Advisors Inc. | 30,775 | $709 | 12/31/2023 | GOVT | 30,775 | $709 | 12/31/2023 | MidWestOne Financial Group Inc. | 30,661 | $706 | 12/31/2023 | GOVT | 30,661 | $706 | 12/31/2023 | Darden Wealth Group Inc | 30,528 | $703 | 12/31/2023 | GOVT | 30,528 | $703 | 12/31/2023 | RFG Advisory LLC | 30,025 | $684 | 03/31/2024 | GOVT | 30,025 | $684 | 03/31/2024 | Mayflower Financial Advisors LLC | 29,566 | $681 | 12/31/2023 | GOVT | 29,566 | $681 | 12/31/2023 | CI Private Wealth LLC | 29,144 | $671 | 12/31/2023 | GOVT | 29,144 | $671 | 12/31/2023 | True Vision MN LLC | 28,765 | $663 | 12/31/2023 | GOVT | 28,765 | $663 | 12/31/2023 | DMG Group LLC | 29,052 | $662 | 03/31/2024 | GOVT | 29,052 | $662 | 03/31/2024 | Focus Financial Network Inc. ADV | 28,682 | $661 | 12/31/2023 | GOVT | 28,682 | $661 | 12/31/2023 | Citizens Financial Group Inc RI | 28,635 | $660 | 12/31/2023 | GOVT | 28,635 | $660 | 12/31/2023 | TRUE Private Wealth Advisors | 28,616 | $659 | 12/31/2023 | GOVT | 28,616 | $659 | 12/31/2023 | Cedar Brook Financial Partners LLC | 28,786 | $655 | 03/31/2024 | GOVT | 28,786 | $655 | 03/31/2024 | Franklin Resources Inc. | 27,271 | $628 | 12/31/2023 | GOVT | 27,271 | $628 | 12/31/2023 | Clifford Group LLC | 26,691 | $615 | 12/31/2023 | GOVT | 26,691 | $615 | 12/31/2023 | Cadinha & Co. LLC | 26,526 | $611 | 12/31/2023 | GOVT | 26,526 | $611 | 12/31/2023 | Blair William & Co. IL | 26,475 | $610 | 12/31/2023 | GOVT | 26,475 | $610 | 12/31/2023 | Centurion Wealth Management LLC | 26,397 | $608 | 12/31/2023 | GOVT | 26,397 | $608 | 12/31/2023 | Csenge Advisory Group | 25,668 | $591 | 12/31/2023 | GOVT | 25,668 | $591 | 12/31/2023 | Creative Financial Designs Inc. ADV | 25,504 | $588 | 12/31/2023 | GOVT | 25,504 | $588 | 12/31/2023 | DHK Financial Advisors Inc. | 25,394 | $585 | 12/31/2023 | GOVT | 25,394 | $585 | 12/31/2023 | Cypress Capital Group | 25,241 | $582 | 12/31/2023 | GOVT | 25,241 | $582 | 12/31/2023 | Maripau Wealth Management LLC | 25,111 | $579 | 12/31/2023 | GOVT | 25,111 | $579 | 12/31/2023 | Mosley Wealth Management | 25,280 | $576 | 03/31/2024 | GOVT | 25,280 | $576 | 03/31/2024 | Cypress Wealth Services LLC | 25,106 | $572 | 03/31/2024 | GOVT | 25,106 | $572 | 03/31/2024 | ADE LLC | 25,073 | $571 | 03/31/2024 | GOVT | 25,073 | $571 | 03/31/2024 | Tempus Wealth Planning LLC | 25,053 | $570 | 03/31/2024 | GOVT | 25,053 | $570 | 03/31/2024 | RWM Asset Management LLC | 24,495 | $558 | 03/31/2024 | GOVT | 24,495 | $558 | 03/31/2024 | Simplex Trading LLC | 24,219 | $558 | 12/31/2023 | GOVT | 24,219 | $558 | 12/31/2023 | Stone House Investment Management LLC | 24,219 | $558 | 12/31/2023 | GOVT | 24,219 | $558 | 12/31/2023 | Cobblestone Asset Management LLC | 24,275 | $553 | 03/31/2024 | GOVT | 24,275 | $553 | 03/31/2024 | Petra Financial Advisors Inc. | 23,978 | $552 | 12/31/2023 | GOVT | 23,978 | $552 | 12/31/2023 | Spectrum Planning & Advisory Services Inc. | 23,809 | $549 | 12/31/2023 | GOVT | 23,809 | $549 | 12/31/2023 | Roundview Capital LLC | 23,551 | $543 | 12/31/2023 | GOVT | 23,551 | $543 | 12/31/2023 | National Wealth Management Group LLC | 23,465 | $541 | 12/31/2023 | GOVT | 23,465 | $541 | 12/31/2023 | Empirical Asset Management LLC | 22,592 | $521 | 12/31/2023 | GOVT | 22,592 | $521 | 12/31/2023 | CCG Wealth Management LLC | 22,794 | $519 | 03/31/2024 | GOVT | 22,794 | $519 | 03/31/2024 | BKD Wealth Advisors LLC | 22,611 | $515 | 03/31/2024 | GOVT | 22,611 | $515 | 03/31/2024 | Morningstar Investment Services LLC | 22,330 | $515 | 12/31/2023 | GOVT | 22,330 | $515 | 12/31/2023 | Keystone Financial Services | 22,364 | $515 | 12/31/2023 | GOVT | 22,364 | $515 | 12/31/2023 | HBK Sorce Advisory LLC | 22,048 | $508 | 12/31/2023 | GOVT | 22,048 | $508 | 12/31/2023 | Donaldson Capital Management LLC | 22,042 | $508 | 12/31/2023 | GOVT | 22,042 | $508 | 12/31/2023 | First Heartland Consultants Inc. | 22,006 | $507 | 12/31/2023 | GOVT | 22,006 | $507 | 12/31/2023 | ORG Partners LLC | 21,630 | $499 | 12/31/2023 | GOVT | 21,630 | $499 | 12/31/2023 | Millennium Management LLC | 21,610 | $498 | 12/31/2023 | GOVT | 21,610 | $498 | 12/31/2023 | Stonehearth Capital Management LLC | 21,784 | $496 | 03/31/2024 | GOVT | 21,784 | $496 | 03/31/2024 | Verdence Capital Advisors LLC | 20,724 | $477 | 12/31/2023 | GOVT | 20,724 | $477 | 12/31/2023 | Capital Asset Advisory Services LLC | 20,900 | $469 | 03/31/2024 | GOVT | 20,900 | $469 | 03/31/2024 | Advisory Services Network LLC | 20,325 | $468 | 12/31/2023 | GOVT | 20,325 | $468 | 12/31/2023 | Oakworth Capital Inc. | 20,153 | $464 | 12/31/2023 | GOVT | 20,153 | $464 | 12/31/2023 | ADAR1 Capital Management LLC | 20,000 | $461 | 12/31/2023 | GOVT | 20,000 | $461 | 12/31/2023 | OLD Mission Capital LLC | 19,869 | $458 | 12/31/2023 | GOVT | 19,869 | $458 | 12/31/2023 | Beacon Pointe Advisors LLC | 19,876 | $458 | 12/31/2023 | GOVT | 19,876 | $458 | 12/31/2023 | Coldstream Capital Management Inc. | 19,820 | $457 | 12/31/2023 | GOVT | 19,820 | $457 | 12/31/2023 | Clarity Financial LLC | 19,574 | $446 | 03/31/2024 | GOVT | 19,574 | $446 | 03/31/2024 | Smith Anglin Financial LLC | 19,273 | $444 | 12/31/2023 | GOVT | 19,273 | $444 | 12/31/2023 | Verus Capital Partners LLC | 19,265 | $444 | 12/31/2023 | GOVT | 19,265 | $444 | 12/31/2023 | International Assets Investment Management LLC | 19,477 | $438 | 03/31/2024 | GOVT | 19,477 | $438 | 03/31/2024 | Clear Harbor Asset Management LLC | 18,804 | $433 | 12/31/2023 | GOVT | 18,804 | $433 | 12/31/2023 | Americana Partners LLC | 18,654 | $430 | 12/31/2023 | GOVT | 18,654 | $430 | 12/31/2023 | Triumph Capital Management | 18,607 | $429 | 12/31/2023 | GOVT | 18,607 | $429 | 12/31/2023 | Advisors Capital Management LLC | 18,431 | $425 | 12/31/2023 | GOVT | 18,431 | $425 | 12/31/2023 | Spectrum Wealth Counsel LLC | 18,043 | $416 | 12/31/2023 | GOVT | 18,043 | $416 | 12/31/2023 | Family Capital Trust Co | 17,916 | $413 | 12/31/2023 | GOVT | 17,916 | $413 | 12/31/2023 | Betterment LLC | 17,768 | $409 | 12/31/2023 | GOVT | 17,768 | $409 | 12/31/2023 | IFP Advisors Inc | 17,628 | $406 | 12/31/2023 | GOVT | 17,628 | $406 | 12/31/2023 | BCGM Wealth Management LLC | 17,585 | $405 | 12/31/2023 | GOVT | 17,585 | $405 | 12/31/2023 | Prosperity Financial Group Inc. | 17,581 | $405 | 12/31/2023 | GOVT | 17,581 | $405 | 12/31/2023 | Modern Wealth Management LLC | 17,578 | $405 | 12/31/2023 | GOVT | 17,578 | $405 | 12/31/2023 | Maia Wealth LLC | 17,521 | $404 | 12/31/2023 | GOVT | 17,521 | $404 | 12/31/2023 | Rhumbline Advisers | 17,410 | $401 | 12/31/2023 | GOVT | 17,410 | $401 | 12/31/2023 | Drake & Associates LLC | 17,158 | $395 | 12/31/2023 | GOVT | 17,158 | $395 | 12/31/2023 | GAMMA Investing LLC | 17,258 | $393 | 03/31/2024 | GOVT | 17,258 | $393 | 03/31/2024 | Harel Insurance Investments & Financial Services Ltd. | 17,036 | $393 | 12/31/2023 | GOVT | 17,036 | $393 | 12/31/2023 | Susquehanna International Group LLP | | $392 | 12/31/2023 | Call | 17,000 | $392 | 12/31/2023 | Clean Yield Group | 17,000 | $392 | 12/31/2023 | GOVT | 17,000 | $392 | 12/31/2023 | J.W. Cole Advisors Inc. | 16,960 | $391 | 12/31/2023 | GOVT | 16,960 | $391 | 12/31/2023 | Bellwether Advisors LLC | 16,927 | $390 | 12/31/2023 | GOVT | 16,927 | $390 | 12/31/2023 | Summit Financial Group Inc. | 17,021 | $388 | 03/31/2024 | GOVT | 17,021 | $388 | 03/31/2024 | Golden State Equity Partners | 16,847 | $388 | 12/31/2023 | GOVT | 16,847 | $388 | 12/31/2023 | IFG Advisory LLC | 16,778 | $387 | 12/31/2023 | GOVT | 16,778 | $387 | 12/31/2023 | Wescott Financial Advisory Group LLC | 16,579 | $382 | 12/31/2023 | GOVT | 16,579 | $382 | 12/31/2023 | Angeles Wealth Management LLC | 16,516 | $381 | 12/31/2023 | GOVT | 16,516 | $381 | 12/31/2023 | Delta Asset Management LLC TN | 16,304 | $376 | 12/31/2023 | GOVT | 16,304 | $376 | 12/31/2023 | Invera Wealth Advisors LLC | 16,320 | $376 | 12/31/2023 | GOVT | 16,320 | $376 | 12/31/2023 | Citizens Business Bank | 15,643 | $356 | 03/31/2024 | GOVT | 15,643 | $356 | 03/31/2024 | Redwood Investment Management LLC | 15,257 | $352 | 12/31/2023 | GOVT | 15,257 | $352 | 12/31/2023 | Gladstone Institutional Advisory LLC | 15,224 | $351 | 12/31/2023 | GOVT | 15,224 | $351 | 12/31/2023 | Arkadios Wealth Advisors | 15,116 | $348 | 12/31/2023 | GOVT | 15,116 | $348 | 12/31/2023 | Private Trust Co. NA | 15,048 | $347 | 12/31/2023 | GOVT | 15,048 | $347 | 12/31/2023 | Range Financial Group LLC | 15,184 | $346 | 03/31/2024 | GOVT | 15,184 | $346 | 03/31/2024 | Charter Oak Capital Management LLC | 14,990 | $345 | 12/31/2023 | GOVT | 14,990 | $345 | 12/31/2023 | Financial Counselors Inc. | 14,754 | $340 | 12/31/2023 | GOVT | 14,754 | $340 | 12/31/2023 | Kickstand Ventures LLC. | 14,603 | $336 | 12/31/2023 | GOVT | 14,603 | $336 | 12/31/2023 | Pathstone Holdings LLC | 14,540 | $335 | 12/31/2023 | GOVT | 14,540 | $335 | 12/31/2023 | CoreCap Advisors LLC | 14,271 | $329 | 12/31/2023 | GOVT | 14,271 | $329 | 12/31/2023 | Apella Capital LLC | 14,549 | $327 | 03/31/2024 | GOVT | 14,549 | $327 | 03/31/2024 | Security Financial Services INC. | 14,365 | $327 | 03/31/2024 | GOVT | 14,365 | $327 | 03/31/2024 | Columbus Macro LLC | 14,290 | $325 | 03/31/2024 | GOVT | 14,290 | $325 | 03/31/2024 | Firethorn Wealth Partners LLC | 14,236 | $324 | 03/31/2024 | GOVT | 14,236 | $324 | 03/31/2024 | Financial Partners Group Inc | 13,963 | $322 | 12/31/2023 | GOVT | 13,963 | $322 | 12/31/2023 | Garden State Investment Advisory Services LLC | 13,969 | $322 | 12/31/2023 | GOVT | 13,969 | $322 | 12/31/2023 | Stratos Wealth Advisors LLC | 14,050 | $320 | 03/31/2024 | GOVT | 14,050 | $320 | 03/31/2024 | Ascent Wealth Partners LLC | 13,603 | $313 | 12/31/2023 | GOVT | 13,603 | $313 | 12/31/2023 | Procyon Private Wealth Partners LLC | 13,683 | $312 | 03/31/2024 | GOVT | 13,683 | $312 | 03/31/2024 | My Legacy Advisors LLC | 13,492 | $310 | 12/31/2023 | GOVT | 13,492 | $310 | 12/31/2023 | Magnolia Capital Advisors LLC | 13,519 | $309 | 12/31/2023 | GOVT | 13,519 | $309 | 12/31/2023 | Fisher Asset Management LLC | 13,388 | $308 | 12/31/2023 | GOVT | 13,388 | $308 | 12/31/2023 | Park Place Capital Corp | 13,400 | $305 | 03/31/2024 | GOVT | 13,400 | $305 | 03/31/2024 | Rosenberg Matthew Hamilton | 13,203 | $304 | 12/31/2023 | GOVT | 13,203 | $304 | 12/31/2023 | W.H. Cornerstone Investments Inc. | 13,215 | $304 | 12/31/2023 | GOVT | 13,215 | $304 | 12/31/2023 | KC Investment Advisors LLC | 13,082 | $301 | 12/31/2023 | GOVT | 13,082 | $301 | 12/31/2023 | Truvestments Capital LLC | 12,944 | $298 | 12/31/2023 | GOVT | 12,944 | $298 | 12/31/2023 | Tradition Wealth Management LLC | 12,859 | $296 | 12/31/2023 | GOVT | 12,859 | $296 | 12/31/2023 | Peapack Gladstone Financial Corp | 12,733 | $294 | 12/31/2023 | GOVT | 12,733 | $294 | 12/31/2023 | Level Four Advisory Services LLC | 12,753 | $294 | 12/31/2023 | GOVT | 12,753 | $294 | 12/31/2023 | Wick Capital Partners LLC | 12,699 | $293 | 12/31/2023 | GOVT | 12,699 | $293 | 12/31/2023 | Patriot Financial Group Insurance Agency LLC | 12,680 | $292 | 12/31/2023 | GOVT | 12,680 | $292 | 12/31/2023 | Tritonpoint Wealth LLC | 12,610 | $291 | 12/31/2023 | GOVT | 12,610 | $291 | 12/31/2023 | KMG Fiduciary Partners LLC | 12,543 | $286 | 03/31/2024 | GOVT | 12,543 | $286 | 03/31/2024 | Mount Yale Investment Advisors LLC | 12,385 | $285 | 12/31/2023 | GOVT | 12,385 | $285 | 12/31/2023 | ONE Advisory Partners LLC | 12,379 | $282 | 03/31/2024 | GOVT | 12,379 | $282 | 03/31/2024 | Main Street Financial Solutions LLC | 11,929 | $275 | 12/31/2023 | GOVT | 11,929 | $275 | 12/31/2023 | Dearborn Partners LLC | 11,782 | $271 | 12/31/2023 | GOVT | 11,782 | $271 | 12/31/2023 | Banque Pictet & Cie SA | 11,640 | $268 | 12/31/2023 | GOVT | 11,640 | $268 | 12/31/2023 | Seldon Capital LP | 11,600 | $267 | 12/31/2023 | GOVT | 11,600 | $267 | 12/31/2023 | Oppenheimer & Co. Inc. | 11,510 | $265 | 12/31/2023 | GOVT | 11,510 | $265 | 12/31/2023 | Western Wealth Management LLC | 11,497 | $265 | 12/31/2023 | GOVT | 11,497 | $265 | 12/31/2023 | BIP Wealth LLC | 11,400 | $263 | 12/31/2023 | GOVT | 11,400 | $263 | 12/31/2023 | One Wealth Management Investment & Advisory Services LLC | 11,428 | $263 | 12/31/2023 | GOVT | 11,428 | $263 | 12/31/2023 | Cooper Financial Group | 11,183 | $255 | 03/31/2024 | GOVT | 11,183 | $255 | 03/31/2024 | BancorpSouth Bank | 11,058 | $255 | 12/31/2023 | GOVT | 11,058 | $255 | 12/31/2023 | Wealth Alliance | 10,973 | $253 | 12/31/2023 | GOVT | 10,973 | $253 | 12/31/2023 | Wetherby Asset Management Inc. | 10,890 | $251 | 12/31/2023 | GOVT | 10,890 | $251 | 12/31/2023 | Pinnacle Financial Partners Inc. | 10,867 | $250 | 12/31/2023 | GOVT | 10,867 | $250 | 12/31/2023 | Bulltick Wealth Management LLC | 10,830 | $250 | 12/31/2023 | GOVT | 10,830 | $250 | 12/31/2023 | Lakeview Capital Partners LLC | 10,749 | $248 | 12/31/2023 | GOVT | 10,749 | $248 | 12/31/2023 | Two Sigma Securities LLC | 10,700 | $247 | 12/31/2023 | GOVT | 10,700 | $247 | 12/31/2023 | Carolinas Wealth Consulting LLC | 10,570 | $244 | 12/31/2023 | GOVT | 10,570 | $244 | 12/31/2023 | TrueWealth Advisors LLC | 10,603 | $244 | 12/31/2023 | GOVT | 10,603 | $244 | 12/31/2023 | PAX Financial Group LLC | 10,708 | $243 | 12/31/2023 | GOVT | 10,708 | $243 | 12/31/2023 | Cornerstone Planning Group LLC | 10,550 | $243 | 12/31/2023 | GOVT | 10,550 | $243 | 12/31/2023 | Three Bridge Wealth Advisors LLC | 10,551 | $243 | 12/31/2023 | GOVT | 10,551 | $243 | 12/31/2023 | Sutton Place Investors LLC | 10,489 | $242 | 12/31/2023 | GOVT | 10,489 | $242 | 12/31/2023 | Independent Advisor Alliance | 10,368 | $239 | 12/31/2023 | GOVT | 10,368 | $239 | 12/31/2023 | Invst LLC | 10,441 | $238 | 12/31/2023 | GOVT | 10,441 | $238 | 12/31/2023 | Aveo Capital Partners LLC | 10,290 | $237 | 12/31/2023 | GOVT | 10,290 | $237 | 12/31/2023 | Eagle Rock Investment Company LLC | 10,175 | $232 | 03/31/2024 | GOVT | 10,175 | $232 | 03/31/2024 | Apeiron RIA LLC | 9,902 | $225 | 03/31/2024 | GOVT | 9,902 | $225 | 03/31/2024 | Albion Financial Group UT | 9,732 | $222 | 03/31/2024 | GOVT | 9,732 | $222 | 03/31/2024 | NBC Securities Inc. | 9,696 | $221 | 03/31/2024 | GOVT | 9,696 | $221 | 03/31/2024 | Syon Capital LLC | 9,595 | $221 | 12/31/2023 | GOVT | 9,595 | $221 | 12/31/2023 | Legacy Financial Group LLC | 9,671 | $220 | 03/31/2024 | GOVT | 9,671 | $220 | 03/31/2024 | Insight Advisors LLC PA | 9,535 | $220 | 12/31/2023 | GOVT | 9,535 | $220 | 12/31/2023 | Quadcap Wealth Management LLC | 9,567 | $220 | 12/31/2023 | GOVT | 9,567 | $220 | 12/31/2023 | Acorn Wealth Advisors LLC | 9,448 | $218 | 12/31/2023 | GOVT | 9,448 | $218 | 12/31/2023 | Argent Trust Co | 9,425 | $217 | 12/31/2023 | GOVT | 9,425 | $217 | 12/31/2023 | King Luther Capital Management Corp | 9,360 | $216 | 12/31/2023 | GOVT | 9,360 | $216 | 12/31/2023 | Essex Savings Bank | 9,318 | $215 | 12/31/2023 | GOVT | 9,318 | $215 | 12/31/2023 | GDS Wealth Management | 9,308 | $214 | 12/31/2023 | GOVT | 9,308 | $214 | 12/31/2023 | Dakota Wealth Management | 9,227 | $213 | 12/31/2023 | GOVT | 9,227 | $213 | 12/31/2023 | Daymark Wealth Partners LLC | 9,298 | $212 | 03/31/2024 | GOVT | 9,298 | $212 | 03/31/2024 | Strategy Asset Managers LLC | 9,208 | $212 | 12/31/2023 | GOVT | 9,208 | $212 | 12/31/2023 | Miracle Mile Advisors LLC | 9,268 | $211 | 03/31/2024 | GOVT | 9,268 | $211 | 03/31/2024 | Pallas Capital Advisors LLC | 9,108 | $207 | 03/31/2024 | GOVT | 9,108 | $207 | 03/31/2024 | NCM Capital Management LLC | 8,974 | $207 | 12/31/2023 | GOVT | 8,974 | $207 | 12/31/2023 | Magnus Financial Group LLC | 8,878 | $205 | 12/31/2023 | GOVT | 8,878 | $205 | 12/31/2023 | RDA Financial Network | 8,970 | $204 | 03/31/2024 | GOVT | 8,970 | $204 | 03/31/2024 | Regency Capital Management Inc. DE | 8,848 | $204 | 12/31/2023 | GOVT | 8,848 | $204 | 12/31/2023 | Standard Life Aberdeen plc | 8,798 | $203 | 12/31/2023 | GOVT | 8,798 | $203 | 12/31/2023 | CAP Partners LLC | 8,818 | $201 | 03/31/2024 | GOVT | 8,818 | $201 | 03/31/2024 | BOKF NA | 8,704 | $201 | 12/31/2023 | GOVT | 8,704 | $201 | 12/31/2023 | Sawtooth Solutions LLC | 8,730 | $201 | 12/31/2023 | GOVT | 8,730 | $201 | 12/31/2023 | Bromfield Sneider Wealth Advisors | 8,366 | $190 | 03/31/2024 | GOVT | 8,366 | $190 | 03/31/2024 | City State Bank | 8,122 | $185 | 03/31/2024 | GOVT | 8,122 | $185 | 03/31/2024 | Financial Advocates Investment Management | 7,947 | $183 | 12/31/2023 | GOVT | 7,947 | $183 | 12/31/2023 | Optimum Investment Advisors | 7,886 | $180 | 03/31/2024 | GOVT | 7,886 | $180 | 03/31/2024 | Stelac Advisory Services LLC | 7,440 | $171 | 12/31/2023 | GOVT | 7,440 | $171 | 12/31/2023 | Fifth Third Bancorp | 7,207 | $166 | 12/31/2023 | GOVT | 7,207 | $166 | 12/31/2023 | Signature Resources Capital Management LLC | 7,148 | $165 | 03/31/2024 | GOVT | 7,148 | $165 | 03/31/2024 | FinTrust Capital Advisors LLC | 6,055 | $140 | 12/31/2023 | GOVT | 6,055 | $140 | 12/31/2023 | Deane Retirement Strategies Inc. | 5,866 | $134 | 03/31/2024 | GOVT | 5,866 | $134 | 03/31/2024 | American National Bank | 5,600 | $128 | 03/31/2024 | GOVT | 5,600 | $128 | 03/31/2024 | Centaurus Financial Inc. | 5,432 | $125 | 12/31/2023 | GOVT | 5,432 | $125 | 12/31/2023 | Aspire Private Capital LLC | 5,142 | $117 | 03/31/2024 | GOVT | 5,142 | $117 | 03/31/2024 | Sandy Spring Bank | 5,059 | $117 | 12/31/2023 | GOVT | 5,059 | $117 | 12/31/2023 | CENTRAL TRUST Co | 5,013 | $116 | 12/31/2023 | GOVT | 5,013 | $116 | 12/31/2023 | Richardson Financial Services Inc. | 5,023 | $116 | 12/31/2023 | GOVT | 5,023 | $116 | 12/31/2023 | Vestor Capital LLC | 4,982 | $115 | 12/31/2023 | GOVT | 4,982 | $115 | 12/31/2023 | Founders Financial Alliance LLC | 4,969 | $114 | 12/31/2023 | GOVT | 4,969 | $114 | 12/31/2023 | Householder Group Estate & Retirement Specialist LLC | 4,966 | $114 | 12/31/2023 | GOVT | 4,966 | $114 | 12/31/2023 | Pflug Koory LLC | 4,953 | $113 | 03/31/2024 | GOVT | 4,953 | $113 | 03/31/2024 | Wagner Wealth Management LLC | 4,473 | $103 | 12/31/2023 | GOVT | 4,473 | $103 | 12/31/2023 | Bogart Wealth LLC | 4,355 | $100 | 12/31/2023 | GOVT | 4,355 | $100 | 12/31/2023 | Kozak & Associates Inc. | 4,234 | $97 | 12/31/2023 | GOVT | 4,234 | $97 | 12/31/2023 | First PREMIER Bank | 4,045 | $92 | 03/31/2024 | GOVT | 4,045 | $92 | 03/31/2024 | Ancora Advisors LLC | 3,930 | $91 | 12/31/2023 | GOVT | 3,930 | $91 | 12/31/2023 | JJJ Advisors Inc. | 3,923 | $89 | 03/31/2024 | GOVT | 3,923 | $89 | 03/31/2024 | Cullen Frost Bankers Inc. | 3,833 | $88 | 12/31/2023 | GOVT | 3,833 | $88 | 12/31/2023 | Parkside Financial Bank & Trust | 3,750 | $86 | 12/31/2023 | GOVT | 3,750 | $86 | 12/31/2023 | Concord Wealth Partners | 3,707 | $85 | 12/31/2023 | GOVT | 3,707 | $85 | 12/31/2023 | Venturi Wealth Management LLC | 3,505 | $81 | 12/31/2023 | GOVT | 3,505 | $81 | 12/31/2023 | Future Financial Wealth Managment LLC | 3,532 | $80 | 03/31/2024 | GOVT | 3,532 | $80 | 03/31/2024 | Able Wealth Management LLC | 3,490 | $80 | 12/31/2023 | GOVT | 3,490 | $80 | 12/31/2023 | Kayne Anderson Rudnick Investment Management LLC | 3,420 | $79 | 12/31/2023 | GOVT | 3,420 | $79 | 12/31/2023 | Adirondack Trust Co. | 3,383 | $77 | 03/31/2024 | GOVT | 3,383 | $77 | 03/31/2024 | Indiana Trust & Investment Management CO | 3,319 | $76 | 03/31/2024 | GOVT | 3,319 | $76 | 03/31/2024 | Benjamin F. Edwards & Company Inc. | 3,240 | $75 | 12/31/2023 | GOVT | 3,240 | $75 | 12/31/2023 | Mark Sheptoff Financial Planning LLC | 3,192 | $74 | 12/31/2023 | GOVT | 3,192 | $74 | 12/31/2023 | Your Advocates Ltd. LLP | 2,908 | $67 | 12/31/2023 | GOVT | 2,908 | $67 | 12/31/2023 | Salem Investment Counselors Inc. | 2,868 | $65 | 03/31/2024 | GOVT | 2,868 | $65 | 03/31/2024 | Loomis Sayles & Co. L P | 2,720 | $63 | 12/31/2023 | GOVT | 2,720 | $63 | 12/31/2023 | Colonial Trust Advisors | 2,715 | $63 | 12/31/2023 | GOVT | 2,715 | $63 | 12/31/2023 | Beaird Harris Wealth Management LLC | 2,725 | $63 | 12/31/2023 | GOVT | 2,725 | $63 | 12/31/2023 | Colonial Trust Co SC | 2,744 | $63 | 12/31/2023 | GOVT | 2,744 | $63 | 12/31/2023 | Laffer Tengler Investments | 2,648 | $61 | 12/31/2023 | GOVT | 2,648 | $61 | 12/31/2023 | Cape Investment Advisory Inc. | 2,631 | $61 | 12/31/2023 | GOVT | 2,631 | $61 | 12/31/2023 | Advisors Asset Management Inc. | 2,609 | $60 | 12/31/2023 | GOVT | 2,609 | $60 | 12/31/2023 | Carmichael Hill & Associates Inc. | 2,614 | $60 | 12/31/2023 | GOVT | 2,614 | $60 | 12/31/2023 | Scarborough Advisors LLC | 2,478 | $57 | 12/31/2023 | GOVT | 2,478 | $57 | 12/31/2023 | Woodmont Investment Counsel LLC | 2,414 | $55 | 03/31/2024 | GOVT | 2,414 | $55 | 03/31/2024 | Gradient Investments LLC | 2,342 | $54 | 12/31/2023 | GOVT | 2,342 | $54 | 12/31/2023 | EverSource Wealth Advisors LLC | 2,363 | $54 | 12/31/2023 | GOVT | 2,363 | $54 | 12/31/2023 | Oliver Lagore Vanvalin Investment Group | 2,314 | $53 | 12/31/2023 | GOVT | 2,314 | $53 | 12/31/2023 | Huntington National Bank | 2,167 | $50 | 12/31/2023 | GOVT | 2,167 | $50 | 12/31/2023 | TCTC Holdings LLC | 2,158 | $50 | 12/31/2023 | GOVT | 2,158 | $50 | 12/31/2023 | Sunbelt Securities Inc. | 2,158 | $49 | 03/31/2024 | GOVT | 2,158 | $49 | 03/31/2024 | EPG Wealth Management LLC | 2,194 | $49 | 12/31/2023 | GOVT | 2,194 | $49 | 12/31/2023 | Cherry Tree Wealth Management LLC | 2,006 | $46 | 12/31/2023 | GOVT | 2,006 | $46 | 12/31/2023 | Montag A & Associates Inc. | 1,878 | $43 | 12/31/2023 | GOVT | 1,878 | $43 | 12/31/2023 | Clearstead Advisors LLC | 1,847 | $43 | 12/31/2023 | GOVT | 1,847 | $43 | 12/31/2023 | PrairieView Partners LLC | 1,700 | $40 | 12/31/2023 | GOVT | 1,700 | $40 | 12/31/2023 | Baystate Wealth Management LLC | 1,595 | $37 | 12/31/2023 | GOVT | 1,595 | $37 | 12/31/2023 | Investors Research Corp | 1,572 | $36 | 12/31/2023 | GOVT | 1,572 | $36 | 12/31/2023 | Massmutual Trust Co. FSB ADV | 1,481 | $34 | 03/31/2024 | GOVT | 1,481 | $34 | 03/31/2024 | West Paces Advisors Inc. | 1,500 | $34 | 03/31/2024 | GOVT | 1,500 | $34 | 03/31/2024 | Aptus Capital Advisors LLC | 1,459 | $34 | 12/31/2023 | GOVT | 1,459 | $34 | 12/31/2023 | Raleigh Capital Management Inc. | 1,450 | $33 | 12/31/2023 | GOVT | 1,450 | $33 | 12/31/2023 | Wetzel Investment Advisors Inc. | 1,421 | $33 | 12/31/2023 | GOVT | 1,421 | $33 | 12/31/2023 | Motco | 1,404 | $32 | 12/31/2023 | GOVT | 1,404 | $32 | 12/31/2023 | Union Savings Bank | 1,404 | $32 | 12/31/2023 | GOVT | 1,404 | $32 | 12/31/2023 | Ameliora Wealth Management Ltd. | 1,377 | $31 | 03/31/2024 | GOVT | 1,377 | $31 | 03/31/2024 | Northwest Capital Management Inc | 1,278 | $29 | 03/31/2024 | GOVT | 1,278 | $29 | 03/31/2024 | ICA Group Wealth Management LLC | 1,229 | $28 | 12/31/2023 | GOVT | 1,229 | $28 | 12/31/2023 | Canton Hathaway LLC | 1,120 | $26 | 12/31/2023 | GOVT | 1,120 | $26 | 12/31/2023 | Webster Bank N. A. | 1,087 | $25 | 03/31/2024 | GOVT | 1,087 | $25 | 03/31/2024 | Pinnacle Bank | 1,111 | $25 | 03/31/2024 | GOVT | 1,111 | $25 | 03/31/2024 | FSC Wealth Advisors LLC | 1,057 | $24 | 03/31/2024 | GOVT | 1,057 | $24 | 03/31/2024 | Sugarloaf Wealth Management LLC | 1,000 | $23 | 12/31/2023 | GOVT | 1,000 | $23 | 12/31/2023 | Tucker Asset Management LLC | 1,006 | $23 | 12/31/2023 | GOVT | 1,006 | $23 | 12/31/2023 | Washington Trust Advisors Inc. | 965 | $22 | 12/31/2023 | GOVT | 965 | $22 | 12/31/2023 | Resurgent Financial Advisors LLC | 936 | $22 | 12/31/2023 | GOVT | 936 | $22 | 12/31/2023 | Signaturefd LLC | 905 | $21 | 12/31/2023 | GOVT | 905 | $21 | 12/31/2023 | Archer Investment Corp | 894 | $21 | 12/31/2023 | GOVT | 894 | $21 | 12/31/2023 | Pineridge Advisors LLC | 906 | $21 | 12/31/2023 | GOVT | 906 | $21 | 12/31/2023 | FSA Wealth Management LLC | 881 | $20 | 12/31/2023 | GOVT | 881 | $20 | 12/31/2023 | SRS Capital Advisors Inc. | 834 | $19 | 12/31/2023 | GOVT | 834 | $19 | 12/31/2023 | Jackson Hole Capital Partners LLC | 824 | $19 | 12/31/2023 | GOVT | 824 | $19 | 12/31/2023 | Rockbridge Investment Management LCC | 824 | $19 | 12/31/2023 | GOVT | 824 | $19 | 12/31/2023 | New Republic Capital LLC | 826 | $19 | 12/31/2023 | GOVT | 826 | $19 | 12/31/2023 | O Shaughnessy Asset Management LLC | 763 | $18 | 12/31/2023 | GOVT | 763 | $18 | 12/31/2023 | Capital Analysts LLC | 799 | $18 | 12/31/2023 | GOVT | 799 | $18 | 12/31/2023 | Sound Income Strategies LLC | 767 | $17 | 03/31/2024 | GOVT | 767 | $17 | 03/31/2024 | Aspire Wealth Management Corp | 756 | $17 | 12/31/2023 | GOVT | 756 | $17 | 12/31/2023 | GPS Wealth Strategies Group LLC | 688 | $16 | 12/31/2023 | GOVT | 688 | $16 | 12/31/2023 | AlphaCore Capital LLC | 667 | $15 | 12/31/2023 | GOVT | 667 | $15 | 12/31/2023 | Financial Connections Group Inc. | 666 | $15 | 12/31/2023 | GOVT | 666 | $15 | 12/31/2023 | Tidemark LLC | 648 | $15 | 12/31/2023 | GOVT | 648 | $15 | 12/31/2023 | Peoples Financial Services CORP. | 619 | $14 | 03/31/2024 | GOVT | 619 | $14 | 03/31/2024 | Family Asset Management LLC | 622 | $14 | 12/31/2023 | GOVT | 622 | $14 | 12/31/2023 | Ogorek Anthony Joseph NY ADV | 592 | $13 | 12/31/2023 | GOVT | 592 | $13 | 12/31/2023 | Financial Advisory Service Inc. | 539 | $12 | 12/31/2023 | GOVT | 539 | $12 | 12/31/2023 | Oxford Financial Group Ltd. | 473 | $11 | 12/31/2023 | GOVT | 473 | $11 | 12/31/2023 | Mascoma Wealth Management LLC | 462 | $11 | 12/31/2023 | GOVT | 462 | $11 | 12/31/2023 | Retirement Group LLC | 463 | $11 | 12/31/2023 | GOVT | 463 | $11 | 12/31/2023 | Smartleaf Asset Management LLC | 468 | $11 | 12/31/2023 | GOVT | 468 | $11 | 12/31/2023 | APCM Wealth Management for Individuals | 460 | $10 | 03/31/2024 | GOVT | 460 | $10 | 03/31/2024 | Kathleen S. Wright Associates Inc. | 443 | $10 | 03/31/2024 | GOVT | 443 | $10 | 03/31/2024 | WFA Asset Management Corp | 421 | $10 | 03/31/2024 | GOVT | 421 | $10 | 03/31/2024 | Arlington Trust Co LLC | 441 | $10 | 03/31/2024 | GOVT | 441 | $10 | 03/31/2024 | Pacifica Partners Inc. | 404 | $9 | 03/31/2024 | GOVT | 404 | $9 | 03/31/2024 | Larson Financial Group LLC | 346 | $8 | 12/31/2023 | GOVT | 346 | $8 | 12/31/2023 | Atticus Wealth Management LLC | 308 | $7 | 03/31/2024 | GOVT | 308 | $7 | 03/31/2024 | Glass Jacobson Investment Advisors llc | 285 | $7 | 12/31/2023 | GOVT | 285 | $7 | 12/31/2023 | Vima LLC | 296 | $7 | 12/31/2023 | GOVT | 296 | $7 | 12/31/2023 | Caldwell Sutter Capital Inc. | 254 | $6 | 03/31/2024 | GOVT | 254 | $6 | 03/31/2024 | SOA Wealth Advisors LLC. | 256 | $6 | 03/31/2024 | GOVT | 256 | $6 | 03/31/2024 | WestEnd Advisors LLC | 240 | $6 | 12/31/2023 | GOVT | 240 | $6 | 12/31/2023 | Lee Financial Co | 255 | $6 | 12/31/2023 | GOVT | 255 | $6 | 12/31/2023 | Institutional & Family Asset Management LLC | 264 | $6 | 12/31/2023 | GOVT | 264 | $6 | 12/31/2023 | Newbridge Financial Services Group Inc. | 252 | $6 | 12/31/2023 | GOVT | 252 | $6 | 12/31/2023 | Livelsberger Financial Advisory | 257 | $6 | 12/31/2023 | GOVT | 257 | $6 | 12/31/2023 | Davis Capital Management | 208 | $5 | 03/31/2024 | GOVT | 208 | $5 | 03/31/2024 | Integrity Financial Corp WA | 234 | $5 | 12/31/2023 | GOVT | 234 | $5 | 12/31/2023 | Planning Capital Management Corp | 200 | $5 | 12/31/2023 | GOVT | 200 | $5 | 12/31/2023 | Islay Capital Management LLC | 164 | $4 | 12/31/2023 | GOVT | 164 | $4 | 12/31/2023 | Impact Partnership Wealth LLC | 167 | $4 | 12/31/2023 | GOVT | 167 | $4 | 12/31/2023 | Toth Financial Advisory Corp | 143 | $3 | 03/31/2024 | GOVT | 143 | $3 | 03/31/2024 | Barrett & Company Inc. | 114 | $3 | 03/31/2024 | GOVT | 114 | $3 | 03/31/2024 | Tompkins Financial Corp | 140 | $3 | 03/31/2024 | GOVT | 140 | $3 | 03/31/2024 | Country Trust Bank | 120 | $3 | 03/31/2024 | GOVT | 120 | $3 | 03/31/2024 | Tsfg LLC | 144 | $3 | 03/31/2024 | GOVT | 144 | $3 | 03/31/2024 | Townsend Asset Management Corp NC ADV | 147 | $3 | 12/31/2023 | GOVT | 147 | $3 | 12/31/2023 | Evermay Wealth Management LLC | 121 | $3 | 12/31/2023 | GOVT | 121 | $3 | 12/31/2023 | North Star Investment Management Corp. | 122 | $3 | 12/31/2023 | GOVT | 122 | $3 | 12/31/2023 | First Command Advisory Services Inc. | 119 | $3 | 12/31/2023 | GOVT | 119 | $3 | 12/31/2023 | Lindbrook Capital LLC | 87 | $2 | 12/31/2023 | GOVT | 87 | $2 | 12/31/2023 | Harbor Investment Advisory LLC | 48 | $1 | 03/31/2024 | GOVT | 48 | $1 | 03/31/2024 | Asset Dedication LLC | 37 | $1 | 03/31/2024 | GOVT | 37 | $1 | 03/31/2024 | Capital Advisors Ltd. LLC | 64 | $1 | 03/31/2024 | GOVT | 64 | $1 | 03/31/2024 | Piscataqua Savings Bank | 23 | $1 | 03/31/2024 | GOVT | 23 | $1 | 03/31/2024 | Tortoise Investment Management LLC | 42 | $1 | 12/31/2023 | GOVT | 42 | $1 | 12/31/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 28 | $1 | 12/31/2023 | GOVT | 28 | $1 | 12/31/2023 | Eukles Asset Management | 57 | $1 | 12/31/2023 | GOVT | 57 | $1 | 12/31/2023 | First Personal Financial Services | 30 | $1 | 12/31/2023 | GOVT | 30 | $1 | 12/31/2023 | Bfsg LLC | 24 | $1 | 12/31/2023 | GOVT | 24 | $1 | 12/31/2023 | Global Wealth Management Investment Advisory Inc. | 52 | $1 | 12/31/2023 | GOVT | 52 | $1 | 12/31/2023 | HBC Financial Services PLLC | 65 | $1 | 12/31/2023 | GOVT | 65 | $1 | 12/31/2023 | Guardian Wealth Advisors LLC NC | 54 | $1 | 12/31/2023 | GOVT | 54 | $1 | 12/31/2023 | Coastal Investment Advisors Inc. | 3 | $0 | 03/31/2024 | GOVT | 3 | $0 | 03/31/2024 | FWL Investment Management LLC | 3 | $0 | 12/31/2023 | GOVT | 3 | $0 | 12/31/2023 | Naples Money Management LLC | 20 | $0 | 12/31/2023 | GOVT | 20 | $0 | 12/31/2023 | Genus Capital Management Inc. | 1,163,145 | $-26,798,861 | 12/31/2023 | Put | 1,163,145 | $26,798,861 | 12/31/2023 |
See Summary: Institutional Holders of GOVT
See Details: Top 10 Hedge Funds Holding GOVT
Also See: GOVT Holdings Changes
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