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On this page, we present all of the funds holding IWD from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding IWD, with a link to that fund's top holdings. The next columns
indicate the amount of IWD stock held by each of the funds holding IWD, followed by the IWD position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 1517 funds holding IWD 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 IWD), click the fund name in the "Holder" column of the funds-holding-IWD table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Bank of America Corp DE | 55,673,561 | $9,200,056 | 12/31/2023 | IWD | 55,673,561 | $9,200,056 | 12/31/2023 | Morgan Stanley | 28,213,751 | $4,662,323 | 12/31/2023 | IWD | 28,213,751 | $4,662,323 | 12/31/2023 | Goldman Sachs Group Inc. | 15,697,362 | $2,593,989 | 12/31/2023 | IWD | 15,697,362 | $2,593,989 | 12/31/2023 | FMR LLC | 10,652,670 | $1,760,354 | 12/31/2023 | IWD | 10,652,670 | $1,760,354 | 12/31/2023 | Financial Engines Advisors L.L.C. | 10,099,784 | $1,668,989 | 12/31/2023 | IWD | 10,099,784 | $1,668,989 | 12/31/2023 | JPMorgan Chase & Co. | 9,949,451 | $1,644,147 | 12/31/2023 | IWD | 9,949,451 | $1,644,147 | 12/31/2023 | Jones Financial Companies Lllp | 8,782,718 | $1,451,344 | 12/31/2023 | IWD | 8,782,718 | $1,451,344 | 12/31/2023 | UBS Group AG | 7,412,758 | $1,224,958 | 12/31/2023 | IWD | 7,412,758 | $1,224,958 | 12/31/2023 | TFO TDC LLC | 7,402 | $1,223,181 | 12/31/2023 | IWD | 7,402 | $1,223,181 | 12/31/2023 | Envestnet Asset Management Inc. | 7,166,594 | $1,184,280 | 12/31/2023 | IWD | 7,166,594 | $1,184,280 | 12/31/2023 | Wells Fargo & Company MN | 4,909,518 | $811,298 | 12/31/2023 | IWD | 4,909,518 | $811,298 | 12/31/2023 | Raymond James & Associates | 3,632,089 | $650,543 | 03/31/2024 | IWD | 3,632,089 | $650,543 | 03/31/2024 | BlackRock Inc. | 3,793,047 | $626,801 | 12/31/2023 | IWD | 3,793,047 | $626,801 | 12/31/2023 | Northern Trust Corp | 3,758,131 | $621,031 | 12/31/2023 | IWD | 3,758,131 | $621,031 | 12/31/2023 | M&T Bank Corp | 3,674,457 | $607,203 | 12/31/2023 | IWD | 3,674,457 | $607,203 | 12/31/2023 | Baird Financial Group Inc. | 3,673,642 | $607,069 | 12/31/2023 | IWD | 3,673,642 | $607,069 | 12/31/2023 | The PNC Financial Services Group Inc. | 3,294,905 | $544,483 | 12/31/2023 | IWD | 3,294,905 | $544,483 | 12/31/2023 | LPL Financial LLC | 2,977,561 | $492,042 | 12/31/2023 | IWD | 2,977,561 | $492,042 | 12/31/2023 | Synovus Financial Corp | 2,784,982 | $460,226 | 12/31/2023 | IWD | 2,784,982 | $460,226 | 12/31/2023 | Truist Financial Corp | 2,638,730 | $436,050 | 12/31/2023 | IWD | 2,638,730 | $436,050 | 12/31/2023 | Royal Bank of Canada | 2,324,806 | $384,174 | 12/31/2023 | IWD | 2,324,806 | $384,174 | 12/31/2023 | Jasper Ridge Partners L.P. | 2,155,427 | $356,184 | 12/31/2023 | IWD | 2,155,427 | $356,184 | 12/31/2023 | Commonwealth Equity Services LLC | 2,095,925 | $346,352 | 12/31/2023 | IWD | 2,095,925 | $346,352 | 12/31/2023 | Alaska Permanent Fund Corp | 1,929,517 | $345,596 | 03/31/2024 | IWD | 1,929,517 | $345,596 | 03/31/2024 | GLOBALT Investments LLC GA | 2,002,886 | $330,977 | 12/31/2023 | IWD | 2,002,886 | $330,977 | 12/31/2023 | Stifel Financial Corp | 1,968,675 | $325,324 | 12/31/2023 | IWD | 1,968,675 | $325,324 | 12/31/2023 | Alliancebernstein L.P. | 1,922,977 | $317,772 | 12/31/2023 | IWD | 1,922,977 | $317,772 | 12/31/2023 | Prudential Financial Inc. | 1,352,089 | $223,433 | 12/31/2023 | IWD | 1,352,089 | $223,433 | 12/31/2023 | Rockefeller Capital Management L.P. | 1,305,676 | $215,763 | 12/31/2023 | IWD | 1,305,676 | $215,763 | 12/31/2023 | TIAA Trust National Association | 1,282,089 | $211,865 | 12/31/2023 | IWD | 1,282,089 | $211,865 | 12/31/2023 | Cresset Asset Management LLC | 1,230,179 | $203,287 | 12/31/2023 | IWD | 1,230,179 | $203,287 | 12/31/2023 | Stairway Partners LLC | 1,029,059 | $184,315 | 03/31/2024 | IWD | 1,029,059 | $184,315 | 03/31/2024 | Ameriprise Financial Inc. | 1,095,519 | $181,051 | 12/31/2023 | IWD | 1,095,519 | $181,051 | 12/31/2023 | Comerica Bank | 1,075,989 | $177,807 | 12/31/2023 | IWD | 1,075,989 | $177,807 | 12/31/2023 | Citigroup Inc. | 1,046,407 | $172,919 | 12/31/2023 | IWD | 1,046,407 | $172,919 | 12/31/2023 | HighTower Advisors LLC | 1,027,110 | $169,705 | 12/31/2023 | IWD | 1,027,110 | $169,705 | 12/31/2023 | US Bancorp DE | 987,800 | $163,234 | 12/31/2023 | IWD | 987,800 | $163,234 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 852,970 | $152,775 | 03/31/2024 | IWD | 852,970 | $152,775 | 03/31/2024 | Waldron Private Wealth LLC | 910,654 | $150,485 | 12/31/2023 | IWD | 910,654 | $150,485 | 12/31/2023 | Bank of New York Mellon Corp | 796,261 | $142,618 | 03/31/2024 | IWD | 796,261 | $142,618 | 03/31/2024 | Hackensack Meridian Health Inc. | 826,000 | $136,496 | 12/31/2023 | IWD | 826,000 | $136,496 | 12/31/2023 | Alera Investment Advisors LLC | 815,249 | $134,720 | 12/31/2023 | IWD | 815,249 | $134,720 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 750,245 | $134,376 | 03/31/2024 | IWD | 750,245 | $134,376 | 03/31/2024 | Oakworth Capital Inc. | 745,441 | $133,516 | 03/31/2024 | IWD | 745,441 | $133,516 | 03/31/2024 | Cerity Partners LLC | 805,931 | $133,180 | 12/31/2023 | IWD | 805,931 | $133,180 | 12/31/2023 | Commerce Bank | 778,749 | $128,688 | 12/31/2023 | IWD | 778,749 | $128,688 | 12/31/2023 | Advisor Group Holdings Inc. | 707,167 | $116,903 | 12/31/2023 | IWD | 707,167 | $116,903 | 12/31/2023 | UNC Management Company Inc. | 684,805 | $113,164 | 12/31/2023 | IWD | 684,805 | $113,164 | 12/31/2023 | Stephens Inc. AR | 671,861 | $111,025 | 12/31/2023 | IWD | 671,861 | $111,025 | 12/31/2023 | Johns Hopkins University | 623,115 | $102,970 | 12/31/2023 | IWD | 623,115 | $102,970 | 12/31/2023 | Circle Wealth Management LLC | 620,620 | $102,557 | 12/31/2023 | IWD | 620,620 | $102,557 | 12/31/2023 | 1ST Source Bank | 591,160 | $97,689 | 12/31/2023 | IWD | 591,160 | $97,689 | 12/31/2023 | Mariner LLC | 553,419 | $91,452 | 12/31/2023 | IWD | 553,419 | $91,452 | 12/31/2023 | Creative Planning | 522,603 | $86,360 | 12/31/2023 | IWD | 522,603 | $86,360 | 12/31/2023 | BNP Paribas Arbitrage SA | 505,172 | $83,480 | 12/31/2023 | IWD | 505,172 | $83,480 | 12/31/2023 | CI Private Wealth LLC | 484,826 | $80,118 | 12/31/2023 | IWD | 484,826 | $80,118 | 12/31/2023 | Equitable Holdings Inc. | 475,401 | $78,560 | 12/31/2023 | IWD | 475,401 | $78,560 | 12/31/2023 | Modera Wealth Management LLC | 472,075 | $78,010 | 12/31/2023 | IWD | 472,075 | $78,010 | 12/31/2023 | Cetera Investment Advisers | 466,553 | $77,098 | 12/31/2023 | IWD | 466,553 | $77,098 | 12/31/2023 | Cetera Advisor Networks LLC | 464,838 | $76,815 | 12/31/2023 | IWD | 464,838 | $76,815 | 12/31/2023 | Strategic Wealth Partners Group LLC | 440,257 | $72,753 | 12/31/2023 | IWD | 440,257 | $72,753 | 12/31/2023 | Cedar Mountain Advisors LLC | 404,913 | $72,524 | 03/31/2024 | IWD | 404,913 | $72,524 | 03/31/2024 | Fifth Third Bancorp | 402,677 | $72,123 | 03/31/2024 | IWD | 402,677 | $72,123 | 03/31/2024 | Northwestern Mutual Wealth Management Co. | 431,986 | $71,386 | 12/31/2023 | IWD | 431,986 | $71,386 | 12/31/2023 | MV Capital Management Inc. | 377,065 | $67,536 | 03/31/2024 | IWD | 377,065 | $67,536 | 03/31/2024 | Bank of Nova Scotia | | $66,434 | 12/31/2023 | IWD | 402,275 | $66,475 | 12/31/2023 | Put | 250 | $41 | 12/31/2023 | MML Investors Services LLC | 397,653 | $65,712 | 12/31/2023 | IWD | 397,653 | $65,712 | 12/31/2023 | Geller Advisors LLC | 395,102 | $65,291 | 12/31/2023 | IWD | 395,102 | $65,291 | 12/31/2023 | Stephens Group Asset Management LLC | 360,760 | $64,616 | 03/31/2024 | IWD | 360,760 | $64,616 | 03/31/2024 | Cassaday & Co Wealth Management LLC | 382,648 | $63,233 | 12/31/2023 | IWD | 382,648 | $63,233 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 382,199 | $63,158 | 12/31/2023 | IWD | 382,199 | $63,158 | 12/31/2023 | Massachusetts Financial Services Co. MA | 370,945 | $61,299 | 12/31/2023 | IWD | 370,945 | $61,299 | 12/31/2023 | Putnam Investments LLC | 364,662 | $60,260 | 12/31/2023 | IWD | 364,662 | $60,260 | 12/31/2023 | Landaas & Co. WI ADV | 355,263 | $58,707 | 12/31/2023 | IWD | 355,263 | $58,707 | 12/31/2023 | Captrust Financial Advisors | 346,578 | $57,272 | 12/31/2023 | IWD | 346,578 | $57,272 | 12/31/2023 | RSM US Wealth Management LLC | 346,105 | $57,194 | 12/31/2023 | IWD | 346,105 | $57,194 | 12/31/2023 | Badgley Phelps Wealth Managers LLC | 342,744 | $56,638 | 12/31/2023 | IWD | 342,744 | $56,638 | 12/31/2023 | Cullen Frost Bankers Inc. | 333,664 | $55,138 | 12/31/2023 | IWD | 333,664 | $55,138 | 12/31/2023 | Pathstone Holdings LLC | 332,454 | $54,936 | 12/31/2023 | IWD | 332,454 | $54,936 | 12/31/2023 | Zacks Investment Management | 331,944 | $54,854 | 12/31/2023 | IWD | 331,944 | $54,854 | 12/31/2023 | Private Advisor Group LLC | 331,639 | $54,801 | 12/31/2023 | IWD | 331,639 | $54,801 | 12/31/2023 | EP Wealth Advisors LLC | 322,903 | $53,360 | 12/31/2023 | IWD | 322,903 | $53,360 | 12/31/2023 | Brown Advisory Inc. | 288,041 | $51,591 | 03/31/2024 | IWD | 288,041 | $51,591 | 03/31/2024 | London Co. of Virginia | 311,930 | $51,546 | 12/31/2023 | IWD | 311,930 | $51,546 | 12/31/2023 | Susquehanna International Group LLP | | $50,163 | 12/31/2023 | Call | 268,300 | $44,337 | 12/31/2023 | IWD | 89,757 | $14,832 | 12/31/2023 | Put | 54,500 | $9,006 | 12/31/2023 | StoneX Group Inc. | 295,402 | $48,815 | 12/31/2023 | IWD | 295,402 | $48,815 | 12/31/2023 | First Business Financial Services Inc. | 286,508 | $47,345 | 12/31/2023 | IWD | 286,508 | $47,345 | 12/31/2023 | Eastern Bank | 283,574 | $46,861 | 12/31/2023 | IWD | 283,574 | $46,861 | 12/31/2023 | Wade G W & Inc. | 280,929 | $46,423 | 12/31/2023 | IWD | 280,929 | $46,423 | 12/31/2023 | Cetera Advisors LLC | 275,519 | $45,529 | 12/31/2023 | IWD | 275,519 | $45,529 | 12/31/2023 | Wind River Trust Co | 253,335 | $45,375 | 03/31/2024 | IWD | 253,335 | $45,375 | 03/31/2024 | Gainplan LLC | 248,109 | $44,439 | 03/31/2024 | IWD | 248,109 | $44,439 | 03/31/2024 | Oppenheimer Asset Management Inc. | 262,720 | $43,414 | 12/31/2023 | IWD | 262,720 | $43,414 | 12/31/2023 | Bridges Investment Management Inc. | 239,722 | $42,937 | 03/31/2024 | IWD | 239,722 | $42,937 | 03/31/2024 | American Century Companies Inc. | 256,605 | $42,404 | 12/31/2023 | IWD | 256,605 | $42,404 | 12/31/2023 | Thrivent Financial for Lutherans | 256,217 | $42,340 | 12/31/2023 | IWD | 256,217 | $42,340 | 12/31/2023 | MAI Capital Management | 251,519 | $41,563 | 12/31/2023 | IWD | 251,519 | $41,563 | 12/31/2023 | Equity Investment Corp | 250,903 | $41,462 | 12/31/2023 | IWD | 250,903 | $41,462 | 12/31/2023 | Moneta Group Investment Advisors LLC | 248,996 | $41,147 | 12/31/2023 | IWD | 248,996 | $41,147 | 12/31/2023 | Janney Montgomery Scott LLC | 248,011 | $40,983 | 12/31/2023 | IWD | 248,011 | $40,983 | 12/31/2023 | Flaharty Asset Management LLC | 243,677 | $40,268 | 12/31/2023 | IWD | 243,677 | $40,268 | 12/31/2023 | Steward Partners Investment Advisory LLC | 242,122 | $40,011 | 12/31/2023 | IWD | 242,122 | $40,011 | 12/31/2023 | FSA Wealth Management LLC | 241,966 | $39,985 | 12/31/2023 | IWD | 241,966 | $39,985 | 12/31/2023 | Brandywine Global Investment Management LLC | 239,479 | $39,574 | 12/31/2023 | IWD | 239,479 | $39,574 | 12/31/2023 | Nadler Financial Group Inc. | 217,999 | $39,046 | 03/31/2024 | IWD | 217,999 | $39,046 | 03/31/2024 | Relyea Zuckerberg Hanson LLC | 217,546 | $38,965 | 03/31/2024 | IWD | 217,546 | $38,965 | 03/31/2024 | Envestnet Portfolio Solutions Inc. | 229,658 | $37,951 | 12/31/2023 | IWD | 229,658 | $37,951 | 12/31/2023 | Mesirow Financial Investment Management Inc. | 210,170 | $37,642 | 03/31/2024 | IWD | 210,170 | $37,642 | 03/31/2024 | First Horizon Advisors Inc. | 205,861 | $36,872 | 03/31/2024 | IWD | 205,861 | $36,872 | 03/31/2024 | Diamond Hill Capital Management Inc. | 222,090 | $36,700 | 12/31/2023 | IWD | 222,090 | $36,700 | 12/31/2023 | Simon Quick Advisors LLC | 200,835 | $35,971 | 03/31/2024 | IWD | 200,835 | $35,971 | 03/31/2024 | Nuveen Asset Management LLC | 214,399 | $35,429 | 12/31/2023 | IWD | 214,399 | $35,429 | 12/31/2023 | Regions Financial Corp | 197,508 | $35,376 | 03/31/2024 | IWD | 197,508 | $35,376 | 03/31/2024 | Comprehensive Financial Management LLC | 210,233 | $34,741 | 12/31/2023 | IWD | 210,233 | $34,741 | 12/31/2023 | Blair William & Co. IL | 205,962 | $34,035 | 12/31/2023 | IWD | 205,962 | $34,035 | 12/31/2023 | Congress Wealth Management LLC DE | 188,516 | $33,765 | 03/31/2024 | IWD | 188,516 | $33,765 | 03/31/2024 | Paulson Wealth Management Inc. | 200,830 | $33,187 | 12/31/2023 | IWD | 200,830 | $33,187 | 12/31/2023 | Mission Wealth Management LP | 195,125 | $32,244 | 12/31/2023 | IWD | 195,125 | $32,244 | 12/31/2023 | Telemus Capital LLC | 192,985 | $31,891 | 12/31/2023 | IWD | 192,985 | $31,891 | 12/31/2023 | German American Bancorp Inc. | 192,094 | $31,744 | 12/31/2023 | IWD | 192,094 | $31,744 | 12/31/2023 | TRUE Private Wealth Advisors | 175,251 | $31,389 | 03/31/2024 | IWD | 175,251 | $31,389 | 03/31/2024 | Cambiar Investors LLC | 186,941 | $30,892 | 12/31/2023 | IWD | 186,941 | $30,892 | 12/31/2023 | Johnson Financial Group Inc. | 186,732 | $30,857 | 12/31/2023 | IWD | 186,732 | $30,857 | 12/31/2023 | LBJ Family Wealth Advisors Ltd. | 171,719 | $30,757 | 03/31/2024 | IWD | 171,719 | $30,757 | 03/31/2024 | Callan Family Office LLC | 183,171 | $30,269 | 12/31/2023 | IWD | 183,171 | $30,269 | 12/31/2023 | Kestra Advisory Services LLC | 174,746 | $28,877 | 12/31/2023 | IWD | 174,746 | $28,877 | 12/31/2023 | JNB Advisors LLC | 170,711 | $28,210 | 12/31/2023 | IWD | 170,711 | $28,210 | 12/31/2023 | Pinnacle Financial Partners Inc. | 170,603 | $28,192 | 12/31/2023 | IWD | 170,603 | $28,192 | 12/31/2023 | Jmac Enterprises LLC | 170,452 | $28,167 | 12/31/2023 | IWD | 170,452 | $28,167 | 12/31/2023 | CIBC Private Wealth Group LLC | 166,685 | $27,545 | 12/31/2023 | IWD | 166,685 | $27,545 | 12/31/2023 | Coho Partners Ltd. | 163,639 | $27,041 | 12/31/2023 | IWD | 163,639 | $27,041 | 12/31/2023 | Orion Portfolio Solutions LLC | 160,814 | $26,658 | 12/31/2023 | IWD | 160,814 | $26,658 | 12/31/2023 | HB Wealth Management LLC | 159,651 | $26,382 | 12/31/2023 | IWD | 159,651 | $26,382 | 12/31/2023 | Keybank National Association OH | 155,612 | $25,715 | 12/31/2023 | IWD | 155,612 | $25,715 | 12/31/2023 | Global Assets Advisory LLC | 137,958 | $24,710 | 03/31/2024 | IWD | 137,958 | $24,710 | 03/31/2024 | RMR Wealth Builders | 136,539 | $24,455 | 03/31/2024 | IWD | 136,539 | $24,455 | 03/31/2024 | Dynamic Advisor Solutions LLC | 136,429 | $24,436 | 03/31/2024 | IWD | 136,429 | $24,436 | 03/31/2024 | Boston Partners | 147,701 | $24,356 | 12/31/2023 | IWD | 147,701 | $24,356 | 12/31/2023 | Neuberger Berman Group LLC | 146,106 | $23,995 | 12/31/2023 | IWD | 146,106 | $23,995 | 12/31/2023 | Lwmg LLC | 143,592 | $23,729 | 12/31/2023 | IWD | 143,592 | $23,729 | 12/31/2023 | AMG National Trust Bank | 143,232 | $23,669 | 12/31/2023 | IWD | 143,232 | $23,669 | 12/31/2023 | Capital Advisors Ltd. LLC | 130,911 | $23,447 | 03/31/2024 | IWD | 130,911 | $23,447 | 03/31/2024 | CX Institutional | 129,322 | $23,163 | 03/31/2024 | IWD | 129,322 | $23,163 | 03/31/2024 | Cambridge Investment Research Advisors Inc. | 128,715 | $23,054 | 03/31/2024 | IWD | 128,715 | $23,054 | 03/31/2024 | Crestone Asset Management LLC | 127,433 | $22,825 | 03/31/2024 | IWD | 127,433 | $22,825 | 03/31/2024 | Fulton Bank N.A. | 127,031 | $22,753 | 03/31/2024 | IWD | 127,031 | $22,753 | 03/31/2024 | Covenant Partners LLC | 137,027 | $22,644 | 12/31/2023 | IWD | 137,027 | $22,644 | 12/31/2023 | PFW Advisors LLC | 125,114 | $22,409 | 03/31/2024 | IWD | 125,114 | $22,409 | 03/31/2024 | Savant Capital LLC | 134,287 | $22,191 | 12/31/2023 | IWD | 134,287 | $22,191 | 12/31/2023 | Citadel Advisors LLC | | $22,160 | 12/31/2023 | IWD | 92,698 | $15,318 | 12/31/2023 | Call | 58,600 | $9,684 | 12/31/2023 | Put | 17,200 | $2,842 | 12/31/2023 | Warren Averett Asset Management LLC | 134,060 | $22,153 | 12/31/2023 | IWD | 134,060 | $22,153 | 12/31/2023 | Relative Value Partners Group LLC | 133,627 | $22,082 | 12/31/2023 | IWD | 133,627 | $22,082 | 12/31/2023 | O Shaughnessy Asset Management LLC | 133,541 | $22,068 | 12/31/2023 | IWD | 133,541 | $22,068 | 12/31/2023 | Hsbc Holdings PLC | 132,387 | $21,877 | 12/31/2023 | IWD | 132,387 | $21,877 | 12/31/2023 | Corundum Group Inc. | 121,769 | $21,810 | 03/31/2024 | IWD | 121,769 | $21,810 | 03/31/2024 | Pacific Sage Partners LLC | 119,866 | $21,469 | 03/31/2024 | IWD | 119,866 | $21,469 | 03/31/2024 | Bank of Montreal Can | 129,042 | $21,394 | 12/31/2023 | IWD | 129,042 | $21,394 | 12/31/2023 | Cullen Capital Management LLC | 127,295 | $21,035 | 12/31/2023 | IWD | 127,295 | $21,035 | 12/31/2023 | AWM Capital LLC | 116,612 | $20,886 | 03/31/2024 | IWD | 116,612 | $20,886 | 03/31/2024 | Financial Counselors Inc. | 119,820 | $19,800 | 12/31/2023 | IWD | 119,820 | $19,800 | 12/31/2023 | Woodard & Co. Asset Management Group Inc. ADV | 119,000 | $19,665 | 12/31/2023 | IWD | 119,000 | $19,665 | 12/31/2023 | Aristotle Capital Management LLC | 118,128 | $19,521 | 12/31/2023 | IWD | 118,128 | $19,521 | 12/31/2023 | TruWealth Advisors LLC | 105,295 | $18,859 | 03/31/2024 | IWD | 105,295 | $18,859 | 03/31/2024 | Wilbanks Smith & Thomas Asset Management LLC | 114,066 | $18,849 | 12/31/2023 | IWD | 114,066 | $18,849 | 12/31/2023 | Atria Wealth Solutions Inc. | 113,754 | $18,798 | 12/31/2023 | IWD | 113,754 | $18,798 | 12/31/2023 | New York Life Investment Management LLC | 112,321 | $18,561 | 12/31/2023 | IWD | 112,321 | $18,561 | 12/31/2023 | Simplicity Wealth LLC | 101,965 | $18,263 | 03/31/2024 | IWD | 101,965 | $18,263 | 03/31/2024 | BTC Capital Management Inc. | 100,270 | $17,959 | 03/31/2024 | IWD | 100,270 | $17,959 | 03/31/2024 | Parkside Financial Bank & Trust | 108,004 | $17,848 | 12/31/2023 | IWD | 108,004 | $17,848 | 12/31/2023 | Sawtooth Solutions LLC | 107,636 | $17,787 | 12/31/2023 | IWD | 107,636 | $17,787 | 12/31/2023 | Vantagepoint Investment Advisers LLC | 106,300 | $17,566 | 12/31/2023 | IWD | 106,300 | $17,566 | 12/31/2023 | Bleakley Financial Group LLC | 105,452 | $17,426 | 12/31/2023 | IWD | 105,452 | $17,426 | 12/31/2023 | Lindbrook Capital LLC | 96,393 | $17,265 | 03/31/2024 | IWD | 96,393 | $17,265 | 03/31/2024 | Silvercrest Asset Management Group LLC | 103,943 | $17,177 | 12/31/2023 | IWD | 103,943 | $17,177 | 12/31/2023 | United Capital Financial Advisers LLC | 103,004 | $17,021 | 12/31/2023 | IWD | 103,004 | $17,021 | 12/31/2023 | GTS Securities LLC | | $16,998 | 12/31/2023 | IWD | 99,088 | $16,370 | 12/31/2023 | Call | 3,800 | $628 | 12/31/2023 | Fundamentun LLC | 94,332 | $16,896 | 03/31/2024 | IWD | 94,332 | $16,896 | 03/31/2024 | Lincoln National Corp | 101,810 | $16,824 | 12/31/2023 | IWD | 101,810 | $16,824 | 12/31/2023 | Beirne Wealth Consulting Services LLC | 101,584 | $16,790 | 12/31/2023 | IWD | 101,584 | $16,790 | 12/31/2023 | GHP Investment Advisors Inc. | 92,817 | $16,625 | 03/31/2024 | IWD | 92,817 | $16,625 | 03/31/2024 | FDx Advisors Inc. | 99,712 | $16,477 | 12/31/2023 | IWD | 99,712 | $16,477 | 12/31/2023 | Tradition Wealth Management LLC | 98,747 | $16,318 | 12/31/2023 | IWD | 98,747 | $16,318 | 12/31/2023 | Macquarie Group Ltd. | 98,304 | $16,245 | 12/31/2023 | IWD | 98,304 | $16,245 | 12/31/2023 | Westwood Holdings Group Inc. | 96,373 | $15,926 | 12/31/2023 | IWD | 96,373 | $15,926 | 12/31/2023 | Noble Family Wealth LLC | 85,300 | $15,278 | 03/31/2024 | IWD | 85,300 | $15,278 | 03/31/2024 | Westshore Wealth LLC | 92,406 | $15,270 | 12/31/2023 | IWD | 92,406 | $15,270 | 12/31/2023 | Buckingham Strategic Wealth LLC | 91,162 | $15,064 | 12/31/2023 | IWD | 91,162 | $15,064 | 12/31/2023 | Integrated Investment Consultants LLC | 83,827 | $15,014 | 03/31/2024 | IWD | 83,827 | $15,014 | 03/31/2024 | Hirtle Callaghan & Co LLC | 90,608 | $14,973 | 12/31/2023 | IWD | 90,608 | $14,973 | 12/31/2023 | Venture Visionary Partners LLC | 90,181 | $14,902 | 12/31/2023 | IWD | 90,181 | $14,902 | 12/31/2023 | Sontag Advisory LLC | 89,573 | $14,802 | 12/31/2023 | IWD | 89,573 | $14,802 | 12/31/2023 | Jane Street Group LLC | 87,735 | $14,498 | 12/31/2023 | IWD | 87,735 | $14,498 | 12/31/2023 | Country Club Bank GFN | 80,686 | $14,452 | 03/31/2024 | IWD | 80,686 | $14,452 | 03/31/2024 | Principal Financial Group Inc. | 87,179 | $14,406 | 12/31/2023 | IWD | 87,179 | $14,406 | 12/31/2023 | Raymond James Trust N.A. | 80,321 | $14,386 | 03/31/2024 | IWD | 80,321 | $14,386 | 03/31/2024 | Natixis Advisors L.P. | 79,831 | $14,299 | 03/31/2024 | IWD | 79,831 | $14,299 | 03/31/2024 | First Citizens Bank & Trust Co. | 79,787 | $14,291 | 03/31/2024 | IWD | 79,787 | $14,291 | 03/31/2024 | RTD Financial Advisors Inc. | 79,064 | $14,161 | 03/31/2024 | IWD | 79,064 | $14,161 | 03/31/2024 | Washington Trust Bank | 85,684 | $14,159 | 12/31/2023 | IWD | 85,684 | $14,159 | 12/31/2023 | Avantax Advisory Services Inc. | 84,513 | $13,966 | 12/31/2023 | IWD | 84,513 | $13,966 | 12/31/2023 | Carolinas Wealth Consulting LLC | 84,023 | $13,885 | 12/31/2023 | IWD | 84,023 | $13,885 | 12/31/2023 | Voya Investment Management LLC | 83,559 | $13,808 | 12/31/2023 | IWD | 83,559 | $13,808 | 12/31/2023 | Mill Creek Capital Advisors LLC | 83,031 | $13,721 | 12/31/2023 | IWD | 83,031 | $13,721 | 12/31/2023 | Glenmede Trust Co. NA | 82,563 | $13,644 | 12/31/2023 | IWD | 82,563 | $13,644 | 12/31/2023 | Independent Family Office LLC | 82,555 | $13,642 | 12/31/2023 | IWD | 82,555 | $13,642 | 12/31/2023 | CWM LLC | 75,350 | $13,496 | 03/31/2024 | IWD | 75,350 | $13,496 | 03/31/2024 | Keel Point LLC | 75,168 | $13,463 | 03/31/2024 | IWD | 75,168 | $13,463 | 03/31/2024 | GWM Advisors LLC | 81,568 | $13,462 | 12/31/2023 | IWD | 81,568 | $13,462 | 12/31/2023 | Great Lakes Advisors LLC | 79,353 | $13,113 | 12/31/2023 | IWD | 79,353 | $13,113 | 12/31/2023 | CHURCHILL MANAGEMENT Corp | 72,850 | $13,048 | 03/31/2024 | IWD | 72,850 | $13,048 | 03/31/2024 | Visionary Wealth Advisors | 74,956 | $12,386 | 12/31/2023 | IWD | 74,956 | $12,386 | 12/31/2023 | Haverford Trust Co. | 74,589 | $12,326 | 12/31/2023 | IWD | 74,589 | $12,326 | 12/31/2023 | Camden Capital LLC | 73,799 | $12,195 | 12/31/2023 | IWD | 73,799 | $12,195 | 12/31/2023 | Beacon Pointe Advisors LLC | 73,760 | $12,189 | 12/31/2023 | IWD | 73,760 | $12,189 | 12/31/2023 | Lyrical Asset Management LP | 73,160 | $12,090 | 12/31/2023 | IWD | 73,160 | $12,090 | 12/31/2023 | Willis Johnson & Associates Inc. | 65,759 | $11,778 | 03/31/2024 | IWD | 65,759 | $11,778 | 03/31/2024 | Insight 2811 Inc. | 70,979 | $11,729 | 12/31/2023 | IWD | 70,979 | $11,729 | 12/31/2023 | Cliftonlarsonallen Wealth Advisors LLC | 70,548 | $11,658 | 12/31/2023 | IWD | 70,548 | $11,658 | 12/31/2023 | Charles Schwab Investment Management Inc. | 70,539 | $11,657 | 12/31/2023 | IWD | 70,539 | $11,657 | 12/31/2023 | Waterloo Capital L.P. | 70,018 | $11,570 | 12/31/2023 | IWD | 70,018 | $11,570 | 12/31/2023 | Kestra Private Wealth Services LLC | 69,374 | $11,464 | 12/31/2023 | IWD | 69,374 | $11,464 | 12/31/2023 | Summit Wealth & Retirement Planning Inc. | 68,284 | $11,284 | 12/31/2023 | IWD | 68,284 | $11,284 | 12/31/2023 | Personal Resources Investment & Strategic Management Inc. | 62,579 | $11,209 | 03/31/2024 | IWD | 62,579 | $11,209 | 03/31/2024 | Nottingham Advisors Inc. | 67,672 | $11,183 | 12/31/2023 | IWD | 67,672 | $11,183 | 12/31/2023 | Breakwater Capital Group | 61,713 | $11,053 | 03/31/2024 | IWD | 61,713 | $11,053 | 03/31/2024 | MetLife Investment Management LLC | 66,800 | $11,039 | 12/31/2023 | IWD | 66,800 | $11,039 | 12/31/2023 | XML Financial LLC | 65,839 | $10,880 | 12/31/2023 | IWD | 65,839 | $10,880 | 12/31/2023 | Montag A & Associates Inc. | 65,140 | $10,764 | 12/31/2023 | IWD | 65,140 | $10,764 | 12/31/2023 | Montecito Bank & Trust | 59,694 | $10,692 | 03/31/2024 | IWD | 59,694 | $10,692 | 03/31/2024 | Mather Group LLC. | 63,850 | $10,551 | 03/31/2024 | IWD | 63,850 | $10,551 | 03/31/2024 | Goelzer Investment Management Inc. | 63,683 | $10,524 | 12/31/2023 | IWD | 63,683 | $10,524 | 12/31/2023 | Investment Partners LTD. | 58,572 | $10,491 | 03/31/2024 | IWD | 58,572 | $10,491 | 03/31/2024 | Retirement Income Solutions Inc | 63,135 | $10,433 | 12/31/2023 | IWD | 63,135 | $10,433 | 12/31/2023 | NFJ Investment Group LLC | 61,323 | $10,134 | 12/31/2023 | IWD | 61,323 | $10,134 | 12/31/2023 | Rhumbline Advisers | 61,071 | $10,092 | 12/31/2023 | IWD | 61,071 | $10,092 | 12/31/2023 | FMA Wealth Management LLC | 61,015 | $10,083 | 12/31/2023 | IWD | 61,015 | $10,083 | 12/31/2023 | Valeo Financial Advisors LLC | 57,170 | $9,926 | 03/31/2024 | IWD | 57,170 | $9,926 | 03/31/2024 | West Bancorporation Inc. | 59,546 | $9,840 | 12/31/2023 | IWD | 59,546 | $9,840 | 12/31/2023 | Newton One Investments LLC | 54,490 | $9,760 | 03/31/2024 | IWD | 54,490 | $9,760 | 03/31/2024 | Ashton Thomas Private Wealth LLC | 54,447 | $9,752 | 03/31/2024 | IWD | 54,447 | $9,752 | 03/31/2024 | Simplex Trading LLC | 54,315 | $9,728 | 03/31/2024 | IWD | 54,315 | $9,728 | 03/31/2024 | BOKF NA | 58,141 | $9,608 | 12/31/2023 | IWD | 58,141 | $9,608 | 12/31/2023 | Clearbridge Investments LLC | 57,305 | $9,470 | 12/31/2023 | IWD | 57,305 | $9,470 | 12/31/2023 | Lido Advisors LLC | 56,807 | $9,387 | 12/31/2023 | IWD | 56,807 | $9,387 | 12/31/2023 | Chicago Partners Investment Group LLC | 53,626 | $9,313 | 03/31/2024 | IWD | 53,626 | $9,313 | 03/31/2024 | Logan Capital Management Inc. | 55,507 | $9,172 | 12/31/2023 | IWD | 55,507 | $9,172 | 12/31/2023 | Kayne Anderson Rudnick Investment Management LLC | 55,351 | $9,144 | 12/31/2023 | IWD | 55,351 | $9,144 | 12/31/2023 | Colony Group LLC | 54,732 | $9,044 | 12/31/2023 | IWD | 54,732 | $9,044 | 12/31/2023 | Sonata Capital Group Inc. | 54,568 | $9,017 | 12/31/2023 | IWD | 54,568 | $9,017 | 12/31/2023 | Flow Traders U.S. LLC | 53,930 | $8,912 | 12/31/2023 | IWD | 53,930 | $8,912 | 12/31/2023 | Stratos Wealth Advisors LLC | 49,667 | $8,896 | 03/31/2024 | IWD | 49,667 | $8,896 | 03/31/2024 | Platte River Wealth Advisors LLC | 49,575 | $8,879 | 03/31/2024 | IWD | 49,575 | $8,879 | 03/31/2024 | Johnson Investment Counsel Inc. | 53,639 | $8,864 | 12/31/2023 | IWD | 53,639 | $8,864 | 12/31/2023 | Atria Investments LLC | 53,073 | $8,770 | 12/31/2023 | IWD | 53,073 | $8,770 | 12/31/2023 | Diversified Trust Co | 48,957 | $8,769 | 03/31/2024 | IWD | 48,957 | $8,769 | 03/31/2024 | Pegasus Partners Ltd. | 48,500 | $8,687 | 03/31/2024 | IWD | 48,500 | $8,687 | 03/31/2024 | Prospera Financial Services Inc | 52,485 | $8,673 | 12/31/2023 | IWD | 52,485 | $8,673 | 12/31/2023 | UMB Bank N A MO | 47,507 | $8,509 | 03/31/2024 | IWD | 47,507 | $8,509 | 03/31/2024 | Segment Wealth Management LLC | 47,489 | $8,506 | 03/31/2024 | IWD | 47,489 | $8,506 | 03/31/2024 | Objectivity Squared LLC | 48,544 | $8,484 | 03/31/2024 | IWD | 48,544 | $8,484 | 03/31/2024 | Oppenheimer & Co. Inc. | 51,047 | $8,436 | 12/31/2023 | IWD | 51,047 | $8,436 | 12/31/2023 | Allspring Global Investments Holdings LLC | 46,906 | $8,401 | 03/31/2024 | IWD | 46,906 | $8,401 | 03/31/2024 | Guggenheim Capital LLC | 50,684 | $8,376 | 12/31/2023 | IWD | 50,684 | $8,376 | 12/31/2023 | Barclays PLC | 50,310 | $8,314 | 12/31/2023 | IWD | 50,310 | $8,314 | 12/31/2023 | Caisse DE Depot ET Placement DU Quebec | 50,000 | $8,262 | 12/31/2023 | IWD | 50,000 | $8,262 | 12/31/2023 | JFS Wealth Advisors LLC | 47,577 | $7,862 | 12/31/2023 | IWD | 47,577 | $7,862 | 12/31/2023 | Oldfather Financial Services LLC | 43,869 | $7,857 | 03/31/2024 | IWD | 43,869 | $7,857 | 03/31/2024 | Sei Investments Co. | 47,214 | $7,802 | 12/31/2023 | IWD | 47,214 | $7,802 | 12/31/2023 | SlateStone Wealth LLC | 43,390 | $7,772 | 03/31/2024 | IWD | 43,390 | $7,772 | 03/31/2024 | Hancock Whitney Corp | 46,601 | $7,701 | 12/31/2023 | IWD | 46,601 | $7,701 | 12/31/2023 | Anchor Capital Advisors LLC | 46,467 | $7,679 | 12/31/2023 | IWD | 46,467 | $7,679 | 12/31/2023 | Wsfs Capital Management LLC | 46,363 | $7,661 | 12/31/2023 | IWD | 46,363 | $7,661 | 12/31/2023 | Edge Capital Group LLC | 45,628 | $7,540 | 12/31/2023 | IWD | 45,628 | $7,540 | 12/31/2023 | Fidelity D & D Bancorp Inc. | 41,847 | $7,495 | 03/31/2024 | IWD | 41,847 | $7,495 | 03/31/2024 | Boston Private Wealth LLC | 45,323 | $7,490 | 12/31/2023 | IWD | 45,323 | $7,490 | 12/31/2023 | Oxford Financial Group Ltd. | 45,259 | $7,479 | 12/31/2023 | IWD | 45,259 | $7,479 | 12/31/2023 | STA Wealth Management LLC | 44,909 | $7,421 | 12/31/2023 | IWD | 44,909 | $7,421 | 12/31/2023 | Smith & Howard Wealth Management LLC | 41,360 | $7,408 | 03/31/2024 | IWD | 41,360 | $7,408 | 03/31/2024 | Nwam LLC | 44,398 | $7,337 | 12/31/2023 | IWD | 44,398 | $7,337 | 12/31/2023 | RE Dickinson Investment Advisors LLC | 44,202 | $7,304 | 12/31/2023 | IWD | 44,202 | $7,304 | 12/31/2023 | HBK Sorce Advisory LLC | 43,951 | $7,263 | 12/31/2023 | IWD | 43,951 | $7,263 | 12/31/2023 | DRW Securities LLC | 43,727 | $7,226 | 12/31/2023 | IWD | 43,727 | $7,226 | 12/31/2023 | Marquette Asset Management LLC | 43,044 | $7,113 | 12/31/2023 | IWD | 43,044 | $7,113 | 12/31/2023 | Arbor Investment Advisors LLC | 39,095 | $7,002 | 03/31/2024 | IWD | 39,095 | $7,002 | 03/31/2024 | Morton Capital Management LLC CA | 38,930 | $6,973 | 03/31/2024 | IWD | 38,930 | $6,973 | 03/31/2024 | Clayton Financial Group LLC | 42,186 | $6,971 | 12/31/2023 | IWD | 42,186 | $6,971 | 12/31/2023 | HMS Capital Management LLC | 38,401 | $6,878 | 03/31/2024 | IWD | 38,401 | $6,878 | 03/31/2024 | Sunburst Financial Group LLC | 38,451 | $6,854 | 03/31/2024 | IWD | 38,451 | $6,854 | 03/31/2024 | AlTi Global Inc. | 41,470 | $6,853 | 12/31/2023 | IWD | 41,470 | $6,853 | 12/31/2023 | Jefferies Financial Group Inc. | 40,620 | $6,712 | 12/31/2023 | IWD | 40,620 | $6,712 | 12/31/2023 | Snowden Capital Advisors LLC | 40,572 | $6,704 | 12/31/2023 | IWD | 40,572 | $6,704 | 12/31/2023 | Parallel Advisors LLC | 39,282 | $6,491 | 12/31/2023 | IWD | 39,282 | $6,491 | 12/31/2023 | Traverso Chambers Private Wealth Management LLC | 39,159 | $6,471 | 12/31/2023 | IWD | 39,159 | $6,471 | 12/31/2023 | Allworth Financial LP | 35,901 | $6,430 | 03/31/2024 | IWD | 35,901 | $6,430 | 03/31/2024 | Associated Banc Corp | 38,822 | $6,415 | 12/31/2023 | IWD | 38,822 | $6,415 | 12/31/2023 | Baker Avenue Asset Management LP | 38,691 | $6,394 | 12/31/2023 | IWD | 38,691 | $6,394 | 12/31/2023 | Millennium Management LLC | 38,588 | $6,377 | 12/31/2023 | IWD | 38,588 | $6,377 | 12/31/2023 | Astoria Strategic Wealth Inc. | 38,383 | $6,343 | 12/31/2023 | IWD | 38,383 | $6,343 | 12/31/2023 | Stratos Wealth Partners LTD. | 35,223 | $6,309 | 03/31/2024 | IWD | 35,223 | $6,309 | 03/31/2024 | Whittier Trust Co. of Nevada Inc. | 37,457 | $6,190 | 12/31/2023 | IWD | 37,457 | $6,190 | 12/31/2023 | Whittier Trust Co. | 37,198 | $6,147 | 12/31/2023 | IWD | 37,198 | $6,147 | 12/31/2023 | Naples Global Advisors LLC | 36,882 | $6,095 | 12/31/2023 | IWD | 36,882 | $6,095 | 12/31/2023 | American Institute for Advanced Investment Management LLP | 34,011 | $6,092 | 03/31/2024 | IWD | 34,011 | $6,092 | 03/31/2024 | Proathlete Wealth Management LLC | 36,851 | $6,090 | 12/31/2023 | IWD | 36,851 | $6,090 | 12/31/2023 | Aspiriant LLC | 33,810 | $6,056 | 03/31/2024 | IWD | 33,810 | $6,056 | 03/31/2024 | SG Americas Securities LLC | 36,484 | $6,029 | 12/31/2023 | IWD | 36,484 | $6,029 | 12/31/2023 | Linscomb & Williams Inc. | 36,404 | $6,016 | 12/31/2023 | IWD | 36,404 | $6,016 | 12/31/2023 | Rebalance LLC | 33,441 | $5,990 | 03/31/2024 | IWD | 33,441 | $5,990 | 03/31/2024 | Resources Investment Advisors LLC. | 35,733 | $5,905 | 12/31/2023 | IWD | 35,733 | $5,905 | 12/31/2023 | Franklin Resources Inc. | 35,045 | $5,791 | 12/31/2023 | IWD | 35,045 | $5,791 | 12/31/2023 | Summit Financial LLC | 32,157 | $5,760 | 03/31/2024 | IWD | 32,157 | $5,760 | 03/31/2024 | Sepio Capital LP | 34,654 | $5,727 | 12/31/2023 | IWD | 34,654 | $5,727 | 12/31/2023 | CFM Wealth Partners LLC | 31,860 | $5,706 | 03/31/2024 | IWD | 31,860 | $5,706 | 03/31/2024 | ARK & TLK Investments LLC | 34,455 | $5,694 | 12/31/2023 | IWD | 34,455 | $5,694 | 12/31/2023 | Ballentine Partners LLC | 31,620 | $5,663 | 03/31/2024 | IWD | 31,620 | $5,663 | 03/31/2024 | Legal & General Group Plc | 34,218 | $5,655 | 12/31/2023 | IWD | 34,218 | $5,655 | 12/31/2023 | Honkamp Krueger Financial Services Inc. | 33,987 | $5,616 | 12/31/2023 | IWD | 33,987 | $5,616 | 12/31/2023 | Harbour Capital Advisors LLC | 31,602 | $5,597 | 03/31/2024 | IWD | 31,602 | $5,597 | 03/31/2024 | Vanguard Group Inc. | 33,804 | $5,586 | 12/31/2023 | IWD | 33,804 | $5,586 | 12/31/2023 | Central Valley Advisors LLC | 30,958 | $5,545 | 03/31/2024 | IWD | 30,958 | $5,545 | 03/31/2024 | Advisory Services Network LLC | 33,556 | $5,545 | 12/31/2023 | IWD | 33,556 | $5,545 | 12/31/2023 | Loomis Sayles & Co. L P | 33,124 | $5,474 | 12/31/2023 | IWD | 33,124 | $5,474 | 12/31/2023 | Ballast Inc. | 33,073 | $5,465 | 12/31/2023 | IWD | 33,073 | $5,465 | 12/31/2023 | Brighton Jones LLC | 32,926 | $5,441 | 12/31/2023 | IWD | 32,926 | $5,441 | 12/31/2023 | Pinebridge Investments L.P. | 32,859 | $5,430 | 12/31/2023 | IWD | 32,859 | $5,430 | 12/31/2023 | DT Investment Partners LLC | 32,416 | $5,417 | 12/31/2023 | IWD | 32,416 | $5,417 | 12/31/2023 | Quadrant Capital Group LLC | 32,672 | $5,399 | 12/31/2023 | IWD | 32,672 | $5,399 | 12/31/2023 | Bessemer Group Inc. | 32,565 | $5,381 | 12/31/2023 | IWD | 32,565 | $5,381 | 12/31/2023 | Jump Financial LLC | 32,479 | $5,367 | 12/31/2023 | IWD | 32,479 | $5,367 | 12/31/2023 | Ullmann Financial Group Inc. | 32,361 | $5,348 | 12/31/2023 | IWD | 32,361 | $5,348 | 12/31/2023 | Sowell Financial Services LLC | 32,295 | $5,337 | 12/31/2023 | IWD | 32,295 | $5,337 | 12/31/2023 | Crescent Grove Advisors LLC | 32,297 | $5,337 | 12/31/2023 | IWD | 32,297 | $5,337 | 12/31/2023 | Deutsche Bank AG | 32,196 | $5,320 | 12/31/2023 | IWD | 32,196 | $5,320 | 12/31/2023 | Webster Bank N. A. | 29,490 | $5,282 | 03/31/2024 | IWD | 29,490 | $5,282 | 03/31/2024 | Ellenbecker Investment Group | 29,308 | $5,249 | 03/31/2024 | IWD | 29,308 | $5,249 | 03/31/2024 | Signet Financial Management LLC | 29,270 | $5,243 | 03/31/2024 | IWD | 29,270 | $5,243 | 03/31/2024 | Norris Perne & French LLP MI | 29,244 | $5,238 | 03/31/2024 | IWD | 29,244 | $5,238 | 03/31/2024 | Red Tortoise LLC | 29,245 | $5,238 | 03/31/2024 | IWD | 29,245 | $5,238 | 03/31/2024 | Tanglewood Legacy Advisors LLC | 29,238 | $5,237 | 03/31/2024 | IWD | 29,238 | $5,237 | 03/31/2024 | Granite Bay Wealth Management LLC | 33,852 | $5,227 | 12/31/2023 | IWD | 33,852 | $5,227 | 12/31/2023 | Disciplined Investments LLC | 28,937 | $5,183 | 03/31/2024 | IWD | 28,937 | $5,183 | 03/31/2024 | Community Bank N.A. | 31,351 | $5,181 | 12/31/2023 | IWD | 31,351 | $5,181 | 12/31/2023 | IHT Wealth Management LLC | 31,350 | $5,181 | 12/31/2023 | IWD | 31,350 | $5,181 | 12/31/2023 | Signature Securities Group Corporation | 28,916 | $5,179 | 03/31/2024 | IWD | 28,916 | $5,179 | 03/31/2024 | Hardy Reed LLC | 31,178 | $5,152 | 12/31/2023 | IWD | 31,178 | $5,152 | 12/31/2023 | DHK Financial Advisors Inc. | 31,170 | $5,151 | 12/31/2023 | IWD | 31,170 | $5,151 | 12/31/2023 | Arvest Investments Inc. | 28,475 | $5,100 | 03/31/2024 | IWD | 28,475 | $5,100 | 03/31/2024 | Granger Management LLC | 30,661 | $5,067 | 12/31/2023 | IWD | 30,661 | $5,067 | 12/31/2023 | Towerpoint Wealth LLC | 28,116 | $5,036 | 03/31/2024 | IWD | 28,116 | $5,036 | 03/31/2024 | Sierra Capital LLC | 30,171 | $4,986 | 12/31/2023 | IWD | 30,171 | $4,986 | 12/31/2023 | RFG Advisory LLC | 27,834 | $4,985 | 03/31/2024 | IWD | 27,834 | $4,985 | 03/31/2024 | Highland Capital Management LLC | 29,965 | $4,952 | 12/31/2023 | IWD | 29,965 | $4,952 | 12/31/2023 | Mackenzie Financial Corp | 29,944 | $4,948 | 12/31/2023 | IWD | 29,944 | $4,948 | 12/31/2023 | Gladstone Institutional Advisory LLC | 29,796 | $4,924 | 12/31/2023 | IWD | 29,796 | $4,924 | 12/31/2023 | Brand Asset Management Group Inc. | 29,686 | $4,906 | 12/31/2023 | IWD | 29,686 | $4,906 | 12/31/2023 | Huntington National Bank | 29,552 | $4,883 | 12/31/2023 | IWD | 29,552 | $4,883 | 12/31/2023 | Meritage Portfolio Management | 29,377 | $4,855 | 12/31/2023 | IWD | 29,377 | $4,855 | 12/31/2023 | Hanson & Doremus Investment Management | 27,086 | $4,851 | 03/31/2024 | IWD | 27,086 | $4,851 | 03/31/2024 | Great Valley Advisor Group Inc. | 29,261 | $4,835 | 12/31/2023 | IWD | 29,261 | $4,835 | 12/31/2023 | Hillcrest Wealth Advisors NY LLC | 26,868 | $4,812 | 03/31/2024 | IWD | 26,868 | $4,812 | 03/31/2024 | Mount Yale Investment Advisors LLC | 29,002 | $4,793 | 12/31/2023 | IWD | 29,002 | $4,793 | 12/31/2023 | Auour Investments LLC | 29,021 | $4,780 | 12/31/2023 | IWD | 29,021 | $4,780 | 12/31/2023 | Stegner Investment Associates Inc. | 26,562 | $4,757 | 03/31/2024 | IWD | 26,562 | $4,757 | 03/31/2024 | JMG Financial Group Ltd. | 28,681 | $4,739 | 12/31/2023 | IWD | 28,681 | $4,739 | 12/31/2023 | Claro Advisors LLC | 26,419 | $4,732 | 03/31/2024 | IWD | 26,419 | $4,732 | 03/31/2024 | Signaturefd LLC | 28,475 | $4,705 | 12/31/2023 | IWD | 28,475 | $4,705 | 12/31/2023 | OLD National Bancorp IN | 26,264 | $4,704 | 03/31/2024 | IWD | 26,264 | $4,704 | 03/31/2024 | J.W. Cole Advisors Inc. | 28,467 | $4,704 | 12/31/2023 | IWD | 28,467 | $4,704 | 12/31/2023 | Confluence Wealth Services Inc. | 26,060 | $4,668 | 03/31/2024 | IWD | 26,060 | $4,668 | 03/31/2024 | Applied Finance Capital Management LLC | 27,859 | $4,604 | 12/31/2023 | IWD | 27,859 | $4,604 | 12/31/2023 | Dorsey & Whitney Trust CO LLC | 27,732 | $4,583 | 12/31/2023 | IWD | 27,732 | $4,583 | 12/31/2023 | Widmann Financial Services Inc. | 27,603 | $4,561 | 12/31/2023 | IWD | 27,603 | $4,561 | 12/31/2023 | Beverly Hills Private Wealth LLC | 27,582 | $4,558 | 12/31/2023 | IWD | 27,582 | $4,558 | 12/31/2023 | Aureus Asset Management LLC | 27,308 | $4,513 | 12/31/2023 | IWD | 27,308 | $4,513 | 12/31/2023 | SOL Capital Management CO | 25,070 | $4,490 | 03/31/2024 | IWD | 25,070 | $4,490 | 03/31/2024 | STAR Financial Bank | 27,172 | $4,490 | 12/31/2023 | IWD | 27,172 | $4,490 | 12/31/2023 | Geneos Wealth Management Inc. | 27,126 | $4,483 | 12/31/2023 | IWD | 27,126 | $4,483 | 12/31/2023 | Mutual Advisors LLC | 27,124 | $4,482 | 12/31/2023 | IWD | 27,124 | $4,482 | 12/31/2023 | Dimension Capital Management LLC | 26,989 | $4,460 | 12/31/2023 | IWD | 26,989 | $4,460 | 12/31/2023 | Global Retirement Partners LLC | 24,841 | $4,449 | 03/31/2024 | IWD | 24,841 | $4,449 | 03/31/2024 | Rehmann Capital Advisory Group | 26,808 | $4,430 | 12/31/2023 | IWD | 26,808 | $4,430 | 12/31/2023 | TCW Group Inc. | 26,618 | $4,399 | 12/31/2023 | IWD | 26,618 | $4,399 | 12/31/2023 | McKinley Carter Wealth Services Inc. | 24,395 | $4,369 | 03/31/2024 | IWD | 24,395 | $4,369 | 03/31/2024 | Pinnacle Wealth Management Group Inc. | 24,308 | $4,354 | 03/31/2024 | IWD | 24,308 | $4,354 | 03/31/2024 | Riverview Capital Advisers LLC | 26,307 | $4,347 | 12/31/2023 | IWD | 26,307 | $4,347 | 12/31/2023 | Regal Wealth Group Inc. | 26,318 | $4,318 | 12/31/2023 | IWD | 26,318 | $4,318 | 12/31/2023 | Sage Financial Group Inc. | 26,029 | $4,301 | 12/31/2023 | IWD | 26,029 | $4,301 | 12/31/2023 | Advisory Resource Group | 25,911 | $4,282 | 12/31/2023 | IWD | 25,911 | $4,282 | 12/31/2023 | Spire Wealth Management | 23,704 | $4,246 | 03/31/2024 | IWD | 23,704 | $4,246 | 03/31/2024 | Quent Capital LLC | 25,621 | $4,234 | 12/31/2023 | IWD | 25,621 | $4,234 | 12/31/2023 | D.A. Davidson & CO. | 25,414 | $4,200 | 12/31/2023 | IWD | 25,414 | $4,200 | 12/31/2023 | SJA Financial Advisory LLC | 25,411 | $4,199 | 12/31/2023 | IWD | 25,411 | $4,199 | 12/31/2023 | Tolleson Wealth Management Inc. | 25,359 | $4,190 | 12/31/2023 | IWD | 25,359 | $4,190 | 12/31/2023 | Premier Path Wealth Partners LLC | 23,334 | $4,173 | 03/31/2024 | IWD | 23,334 | $4,173 | 03/31/2024 | Integrated Wealth Concepts LLC | 25,109 | $4,149 | 12/31/2023 | IWD | 25,109 | $4,149 | 12/31/2023 | Custom Index Systems LLC | 24,926 | $4,119 | 12/31/2023 | IWD | 24,926 | $4,119 | 12/31/2023 | Quadcap Wealth Management LLC | 24,904 | $4,115 | 12/31/2023 | IWD | 24,904 | $4,115 | 12/31/2023 | FC Advisory LLC | 22,836 | $4,090 | 03/31/2024 | IWD | 22,836 | $4,090 | 03/31/2024 | Stock Yards Bank & Trust Co. | 24,748 | $4,090 | 12/31/2023 | IWD | 24,748 | $4,090 | 12/31/2023 | Cornerstone Advisory LLC | 24,532 | $4,054 | 12/31/2023 | IWD | 24,532 | $4,054 | 12/31/2023 | Pinnacle Wealth Planning Services Inc. | 24,496 | $4,048 | 12/31/2023 | IWD | 24,496 | $4,048 | 12/31/2023 | First Merchants Corp | 22,383 | $4,009 | 03/31/2024 | IWD | 22,383 | $4,009 | 03/31/2024 | Ferguson Wellman Capital Management Inc. | 22,310 | $3,996 | 03/31/2024 | IWD | 22,310 | $3,996 | 03/31/2024 | Argent Trust Co | 24,068 | $3,977 | 12/31/2023 | IWD | 24,068 | $3,977 | 12/31/2023 | Alta Wealth Advisors LLC | 23,812 | $3,935 | 12/31/2023 | IWD | 23,812 | $3,935 | 12/31/2023 | Eagle Capital Management LLC NY | 23,724 | $3,920 | 12/31/2023 | IWD | 23,724 | $3,920 | 12/31/2023 | Wakefield Asset Management LLLP | 23,720 | $3,920 | 12/31/2023 | IWD | 23,720 | $3,920 | 12/31/2023 | Diversified Portfolios Inc. | 23,711 | $3,918 | 12/31/2023 | IWD | 23,711 | $3,918 | 12/31/2023 | Wealthcare Advisory Partners LLC | 21,648 | $3,877 | 03/31/2024 | IWD | 21,648 | $3,877 | 03/31/2024 | Magnus Financial Group LLC | 23,431 | $3,872 | 12/31/2023 | IWD | 23,431 | $3,872 | 12/31/2023 | Asset Management Group Inc. | 23,379 | $3,863 | 12/31/2023 | IWD | 23,379 | $3,863 | 12/31/2023 | QRG Capital Management Inc. | 22,745 | $3,759 | 12/31/2023 | IWD | 22,745 | $3,759 | 12/31/2023 | New England Private Wealth Advisors LLC | 22,561 | $3,728 | 12/31/2023 | IWD | 22,561 | $3,728 | 12/31/2023 | Ieq Capital LLC | 22,529 | $3,723 | 12/31/2023 | IWD | 22,529 | $3,723 | 12/31/2023 | One Capital Management LLC | 22,516 | $3,721 | 12/31/2023 | IWD | 22,516 | $3,721 | 12/31/2023 | Topel & Distasi Wealth Management LLC | 22,484 | $3,715 | 12/31/2023 | IWD | 22,484 | $3,715 | 12/31/2023 | Cary Street Partners Investment Advisory LLC | 22,424 | $3,706 | 12/31/2023 | IWD | 22,424 | $3,706 | 12/31/2023 | Wealthspan Partners LLC | 22,256 | $3,678 | 12/31/2023 | IWD | 22,256 | $3,678 | 12/31/2023 | Acropolis Investment Management LLC | 20,180 | $3,614 | 03/31/2024 | IWD | 20,180 | $3,614 | 03/31/2024 | Stage Harbor Financial LLC | 21,748 | $3,594 | 12/31/2023 | IWD | 21,748 | $3,594 | 12/31/2023 | Valmark Advisers Inc. | 21,619 | $3,573 | 12/31/2023 | IWD | 21,619 | $3,573 | 12/31/2023 | Brown Brothers Harriman & Co. | 21,590 | $3,568 | 12/31/2023 | IWD | 21,590 | $3,568 | 12/31/2023 | Holistic Financial Partners | 21,519 | $3,556 | 12/31/2023 | IWD | 21,519 | $3,556 | 12/31/2023 | Monticello Wealth Management LLC | 19,847 | $3,555 | 03/31/2024 | IWD | 19,847 | $3,555 | 03/31/2024 | Sequoia Financial Advisors LLC | 21,467 | $3,547 | 12/31/2023 | IWD | 21,467 | $3,547 | 12/31/2023 | Manchester Capital Management LLC | 21,452 | $3,545 | 12/31/2023 | IWD | 21,452 | $3,545 | 12/31/2023 | Kingsview Wealth Management LLC | 21,434 | $3,542 | 12/31/2023 | IWD | 21,434 | $3,542 | 12/31/2023 | Monetary Management Group Inc. | 21,293 | $3,519 | 12/31/2023 | IWD | 21,293 | $3,519 | 12/31/2023 | Wellspring Financial Advisors LLC | 21,190 | $3,502 | 12/31/2023 | IWD | 21,190 | $3,502 | 12/31/2023 | Ameritas Advisory Services LLC | 20,847 | $3,498 | 12/31/2023 | IWD | 20,847 | $3,498 | 12/31/2023 | Harbor Investment Advisory LLC | 19,362 | $3,468 | 03/31/2024 | IWD | 19,362 | $3,468 | 03/31/2024 | Twin Focus Capital Partners LLC | 20,832 | $3,442 | 12/31/2023 | IWD | 20,832 | $3,442 | 12/31/2023 | NBC Securities Inc. | 19,042 | $3,411 | 03/31/2024 | IWD | 19,042 | $3,411 | 03/31/2024 | Prosperity Consulting Group LLC | 20,179 | $3,335 | 12/31/2023 | IWD | 20,179 | $3,335 | 12/31/2023 | Hall Kathryn A. | 20,150 | $3,330 | 12/31/2023 | IWD | 20,150 | $3,330 | 12/31/2023 | Busey Wealth Management | 18,433 | $3,302 | 03/31/2024 | IWD | 18,433 | $3,302 | 03/31/2024 | Smith Moore & CO. | 19,935 | $3,294 | 12/31/2023 | IWD | 19,935 | $3,294 | 12/31/2023 | TPG Financial Advisors LLC | 19,801 | $3,282 | 12/31/2023 | IWD | 19,801 | $3,282 | 12/31/2023 | EPG Wealth Management LLC | 19,782 | $3,274 | 12/31/2023 | IWD | 19,782 | $3,274 | 12/31/2023 | SOA Wealth Advisors LLC. | 18,172 | $3,255 | 03/31/2024 | IWD | 18,172 | $3,255 | 03/31/2024 | AE Wealth Management LLC | 19,581 | $3,246 | 12/31/2023 | IWD | 19,581 | $3,246 | 12/31/2023 | Carnegie Capital Asset Management LLC | 19,561 | $3,232 | 12/31/2023 | IWD | 19,561 | $3,232 | 12/31/2023 | Stillwater Capital Advisors LLC | 17,746 | $3,179 | 03/31/2024 | IWD | 17,746 | $3,179 | 03/31/2024 | St. Louis Trust Co | 19,018 | $3,143 | 12/31/2023 | IWD | 19,018 | $3,143 | 12/31/2023 | Affinity Capital Advisors LLC | 17,477 | $3,130 | 03/31/2024 | IWD | 17,477 | $3,130 | 03/31/2024 | Sandy Spring Bank | 18,732 | $3,096 | 12/31/2023 | IWD | 18,732 | $3,096 | 12/31/2023 | Nomura Asset Management Co. Ltd. | 18,680 | $3,087 | 12/31/2023 | IWD | 18,680 | $3,087 | 12/31/2023 | CAPROCK Group Inc. | 18,609 | $3,075 | 12/31/2023 | IWD | 18,609 | $3,075 | 12/31/2023 | Aprio Wealth Management LLC | 17,059 | $3,055 | 03/31/2024 | IWD | 17,059 | $3,055 | 03/31/2024 | Next Capital Management LLC | 18,374 | $3,036 | 12/31/2023 | IWD | 18,374 | $3,036 | 12/31/2023 | Thoroughbred Financial Services LLC | 18,017 | $2,977 | 12/31/2023 | IWD | 18,017 | $2,977 | 12/31/2023 | Private Ocean LLC | 16,575 | $2,969 | 03/31/2024 | IWD | 16,575 | $2,969 | 03/31/2024 | Cornerstone Wealth Advisors Inc. | 16,428 | $2,942 | 03/31/2024 | IWD | 16,428 | $2,942 | 03/31/2024 | Essex Financial Services Inc. | 15,963 | $2,859 | 03/31/2024 | IWD | 15,963 | $2,859 | 03/31/2024 | Northern Oak Wealth Management Inc. | 17,268 | $2,854 | 12/31/2023 | IWD | 17,268 | $2,854 | 12/31/2023 | Game Plan Financial Advisors LLC | 15,930 | $2,853 | 03/31/2024 | IWD | 15,930 | $2,853 | 03/31/2024 | Resurgent Financial Advisors LLC | 17,132 | $2,831 | 12/31/2023 | IWD | 17,132 | $2,831 | 12/31/2023 | Evanson Asset Management LLC | 15,633 | $2,800 | 03/31/2024 | IWD | 15,633 | $2,800 | 03/31/2024 | Colorado Capital Management Inc. | 15,629 | $2,799 | 03/31/2024 | IWD | 15,629 | $2,799 | 03/31/2024 | Glenview Trust Co | 16,814 | $2,779 | 12/31/2023 | IWD | 16,814 | $2,779 | 12/31/2023 | NorthRock Partners LLC | 16,813 | $2,778 | 12/31/2023 | IWD | 16,813 | $2,778 | 12/31/2023 | Clearstead Advisors LLC | 16,789 | $2,774 | 12/31/2023 | IWD | 16,789 | $2,774 | 12/31/2023 | GFS Advisors LLC | 15,458 | $2,769 | 03/31/2024 | IWD | 15,458 | $2,769 | 03/31/2024 | Cohen & Steers Inc. | 16,719 | $2,763 | 12/31/2023 | IWD | 16,719 | $2,763 | 12/31/2023 | Adviser Investments LLC | 16,431 | $2,715 | 12/31/2023 | IWD | 16,431 | $2,715 | 12/31/2023 | Ascent Wealth Partners LLC | 16,387 | $2,708 | 12/31/2023 | IWD | 16,387 | $2,708 | 12/31/2023 | Opes Wealth Management LLC | 16,384 | $2,707 | 12/31/2023 | IWD | 16,384 | $2,707 | 12/31/2023 | First Hawaiian Bank | 15,110 | $2,706 | 03/31/2024 | IWD | 15,110 | $2,706 | 03/31/2024 | Procyon Private Wealth Partners LLC | 15,100 | $2,705 | 03/31/2024 | IWD | 15,100 | $2,705 | 03/31/2024 | Pathway Financial Advisors LLC | 15,015 | $2,689 | 03/31/2024 | IWD | 15,015 | $2,689 | 03/31/2024 | Verdence Capital Advisors LLC | 15,009 | $2,688 | 03/31/2024 | IWD | 15,009 | $2,688 | 03/31/2024 | Arete Wealth Advisors LLC | 16,183 | $2,674 | 12/31/2023 | IWD | 16,183 | $2,674 | 12/31/2023 | Western Wealth Management LLC | 16,123 | $2,664 | 12/31/2023 | IWD | 16,123 | $2,664 | 12/31/2023 | Boston Trust Walden Corp | 14,849 | $2,660 | 03/31/2024 | IWD | 14,849 | $2,660 | 03/31/2024 | Winthrop Advisory Group LLC | 14,839 | $2,658 | 03/31/2024 | IWD | 14,839 | $2,658 | 03/31/2024 | Evermay Wealth Management LLC | 16,052 | $2,653 | 12/31/2023 | IWD | 16,052 | $2,653 | 12/31/2023 | Perigon Wealth Management LLC | 15,978 | $2,640 | 12/31/2023 | IWD | 15,978 | $2,640 | 12/31/2023 | Ancora Advisors LLC | 15,915 | $2,630 | 12/31/2023 | IWD | 15,915 | $2,630 | 12/31/2023 | Castle Wealth Management LLC | 15,872 | $2,623 | 12/31/2023 | IWD | 15,872 | $2,623 | 12/31/2023 | Oarsman Capital Inc. | 15,810 | $2,613 | 12/31/2023 | IWD | 15,810 | $2,613 | 12/31/2023 | Forum Financial Management LP | 15,568 | $2,573 | 12/31/2023 | IWD | 15,568 | $2,573 | 12/31/2023 | National Asset Management Inc. | 15,194 | $2,511 | 12/31/2023 | IWD | 15,194 | $2,511 | 12/31/2023 | Allen Investment Management LLC | 15,188 | $2,510 | 12/31/2023 | IWD | 15,188 | $2,510 | 12/31/2023 | First Western Trust Bank | 15,170 | $2,507 | 12/31/2023 | IWD | 15,170 | $2,507 | 12/31/2023 | WCG Wealth Advisors LLC | 15,093 | $2,494 | 12/31/2023 | IWD | 15,093 | $2,494 | 12/31/2023 | Donald Smith & CO. Inc. | 15,000 | $2,479 | 12/31/2023 | IWD | 15,000 | $2,479 | 12/31/2023 | Accredited Investors Inc. | 14,985 | $2,476 | 12/31/2023 | IWD | 14,985 | $2,476 | 12/31/2023 | Mosaic Family Wealth Partners LLC | 14,952 | $2,471 | 12/31/2023 | IWD | 14,952 | $2,471 | 12/31/2023 | Grant Street Asset Management Inc. | 14,816 | $2,448 | 12/31/2023 | IWD | 14,816 | $2,448 | 12/31/2023 | Fidelis Capital Partners LLC | 14,719 | $2,432 | 12/31/2023 | IWD | 14,719 | $2,432 | 12/31/2023 | Precedent Wealth Partners LLC | 13,378 | $2,396 | 03/31/2024 | IWD | 13,378 | $2,396 | 03/31/2024 | Icon Wealth Advisors LLC | 14,482 | $2,393 | 12/31/2023 | IWD | 14,482 | $2,393 | 12/31/2023 | Cahaba Wealth Management Inc. | 13,289 | $2,380 | 03/31/2024 | IWD | 13,289 | $2,380 | 03/31/2024 | Founders Financial Alliance LLC | 14,377 | $2,376 | 12/31/2023 | IWD | 14,377 | $2,376 | 12/31/2023 | Autumn Glory Partners LLC | 14,553 | $2,371 | 12/31/2023 | IWD | 14,553 | $2,371 | 12/31/2023 | RIA Advisory Group LLC | 14,274 | $2,359 | 12/31/2023 | IWD | 14,274 | $2,359 | 12/31/2023 | W Advisors LLC | 13,166 | $2,358 | 03/31/2024 | IWD | 13,166 | $2,358 | 03/31/2024 | Ironsides Asset Advisors LLC | 14,235 | $2,352 | 12/31/2023 | IWD | 14,235 | $2,352 | 12/31/2023 | Schaper Benz & Wise Investment Counsel Inc. WI | 14,221 | $2,350 | 12/31/2023 | IWD | 14,221 | $2,350 | 12/31/2023 | NewEdge Wealth LLC | 14,140 | $2,337 | 12/31/2023 | IWD | 14,140 | $2,337 | 12/31/2023 | Dixon Fnancial Services Inc. | 13,010 | $2,330 | 03/31/2024 | IWD | 13,010 | $2,330 | 03/31/2024 | Baron Financial Group LLC | 14,004 | $2,314 | 12/31/2023 | IWD | 14,004 | $2,314 | 12/31/2023 | Lion Street Advisors LLC | 13,784 | $2,278 | 03/31/2024 | IWD | 13,784 | $2,278 | 03/31/2024 | Verum Partners LLC | 12,681 | $2,271 | 03/31/2024 | IWD | 12,681 | $2,271 | 03/31/2024 | Nicolet Bankshares Inc. | 13,665 | $2,258 | 12/31/2023 | IWD | 13,665 | $2,258 | 12/31/2023 | Unionview LLC | 13,657 | $2,257 | 12/31/2023 | IWD | 13,657 | $2,257 | 12/31/2023 | Evercore Wealth Management LLC | 13,512 | $2,233 | 12/31/2023 | IWD | 13,512 | $2,233 | 12/31/2023 | Kanawha Capital Management LLC | 13,464 | $2,225 | 12/31/2023 | IWD | 13,464 | $2,225 | 12/31/2023 | Osborne Partners Capital Management LLC | 12,405 | $2,222 | 03/31/2024 | IWD | 12,405 | $2,222 | 03/31/2024 | National Bank of Canada FI | 13,327 | $2,210 | 12/31/2023 | IWD | 13,327 | $2,210 | 12/31/2023 | Atlas Brown Inc. | 12,297 | $2,202 | 03/31/2024 | IWD | 12,297 | $2,202 | 03/31/2024 | Prime Capital Investment Advisors LLC | 13,264 | $2,192 | 12/31/2023 | IWD | 13,264 | $2,192 | 12/31/2023 | Foster Dykema Cabot & Partners LLC | 13,178 | $2,178 | 12/31/2023 | IWD | 13,178 | $2,178 | 12/31/2023 | Ronald Blue Trust Inc. | 14,309 | $2,172 | 12/31/2023 | IWD | 14,309 | $2,172 | 12/31/2023 | Ironwood Investment Counsel LLC | 13,059 | $2,158 | 12/31/2023 | IWD | 13,059 | $2,158 | 12/31/2023 | Becker Capital Management Inc. | 12,949 | $2,140 | 12/31/2023 | IWD | 12,949 | $2,140 | 12/31/2023 | Custos Family Office LLC | 12,870 | $2,127 | 12/31/2023 | IWD | 12,870 | $2,127 | 12/31/2023 | Peapack Gladstone Financial Corp | 12,816 | $2,118 | 12/31/2023 | IWD | 12,816 | $2,118 | 12/31/2023 | NTV Asset Management LLC | 12,788 | $2,113 | 12/31/2023 | IWD | 12,788 | $2,113 | 12/31/2023 | Almanack Investment Partners LLC. | 12,699 | $2,098 | 12/31/2023 | IWD | 12,699 | $2,098 | 12/31/2023 | Intrepid Financial Planning Group LLC | 12,632 | $2,087 | 12/31/2023 | IWD | 12,632 | $2,087 | 12/31/2023 | BigSur Wealth Management LLC | 12,601 | $2,082 | 12/31/2023 | IWD | 12,601 | $2,082 | 12/31/2023 | Clarius Group LLC | 11,606 | $2,079 | 03/31/2024 | IWD | 11,606 | $2,079 | 03/31/2024 | Gilliland Jeter Wealth Management LLC | 12,544 | $2,073 | 12/31/2023 | IWD | 12,544 | $2,073 | 12/31/2023 | Grove Bank & Trust | 12,457 | $2,059 | 12/31/2023 | IWD | 12,457 | $2,059 | 12/31/2023 | Zions Bancorporation N.A. | 12,420 | $2,052 | 12/31/2023 | IWD | 12,420 | $2,052 | 12/31/2023 | CJM Wealth Advisers Ltd. | 11,302 | $2,024 | 03/31/2024 | IWD | 11,302 | $2,024 | 03/31/2024 | Saxon Interests Inc. | 11,294 | $2,023 | 03/31/2024 | IWD | 11,294 | $2,023 | 03/31/2024 | Wealth Dimensions Group Ltd. | 12,244 | $2,023 | 12/31/2023 | IWD | 12,244 | $2,023 | 12/31/2023 | Phillips Financial Management LLC | 11,273 | $2,019 | 03/31/2024 | IWD | 11,273 | $2,019 | 03/31/2024 | Northeast Financial Consultants Inc | 12,056 | $1,992 | 12/31/2023 | IWD | 12,056 | $1,992 | 12/31/2023 | MMA Asset Management LLC | 11,872 | $1,983 | 12/31/2023 | IWD | 11,872 | $1,983 | 12/31/2023 | Putnam FL Investment Management Co. | 11,986 | $1,981 | 12/31/2023 | IWD | 11,986 | $1,981 | 12/31/2023 | New Republic Capital LLC | 11,954 | $1,975 | 12/31/2023 | IWD | 11,954 | $1,975 | 12/31/2023 | Taddei Ludwig & Associates Inc. | 10,943 | $1,960 | 03/31/2024 | IWD | 10,943 | $1,960 | 03/31/2024 | Focus Financial Network Inc. | 11,552 | $1,959 | 03/31/2024 | IWD | 11,552 | $1,959 | 03/31/2024 | Summit Financial Group Inc. | 10,925 | $1,957 | 03/31/2024 | IWD | 10,925 | $1,957 | 03/31/2024 | Parkside Advisors LLC | 10,927 | $1,957 | 03/31/2024 | IWD | 10,927 | $1,957 | 03/31/2024 | ABLE Financial Group LLC | 11,765 | $1,944 | 12/31/2023 | IWD | 11,765 | $1,944 | 12/31/2023 | Berkshire Asset Management LLC PA | 11,711 | $1,935 | 12/31/2023 | IWD | 11,711 | $1,935 | 12/31/2023 | Certified Advisory Corp | 11,709 | $1,935 | 12/31/2023 | IWD | 11,709 | $1,935 | 12/31/2023 | Price T Rowe Associates Inc. MD | 11,551 | $1,909 | 12/31/2023 | IWD | 11,551 | $1,909 | 12/31/2023 | Garrett Investment Advisors LLC | 10,612 | $1,901 | 03/31/2024 | IWD | 10,612 | $1,901 | 03/31/2024 | Level Four Advisory Services LLC | 11,459 | $1,894 | 12/31/2023 | IWD | 11,459 | $1,894 | 12/31/2023 | Buckingham Strategic Partners | 11,447 | $1,892 | 12/31/2023 | IWD | 11,447 | $1,892 | 12/31/2023 | Carret Asset Management LLC | 10,553 | $1,890 | 03/31/2024 | IWD | 10,553 | $1,890 | 03/31/2024 | Coldstream Capital Management Inc. | 11,389 | $1,882 | 12/31/2023 | IWD | 11,389 | $1,882 | 12/31/2023 | Focus Financial Network Inc. ADV | 11,343 | $1,874 | 12/31/2023 | IWD | 11,343 | $1,874 | 12/31/2023 | Affiance Financial LLC | 10,405 | $1,864 | 03/31/2024 | IWD | 10,405 | $1,864 | 03/31/2024 | Mycio Wealth Partners LLC | 11,248 | $1,859 | 12/31/2023 | IWD | 11,248 | $1,859 | 12/31/2023 | Summit Trail Advisors LLC | 10,319 | $1,848 | 03/31/2024 | IWD | 10,319 | $1,848 | 03/31/2024 | Thompson Siegel & Walmsley LLC | 11,154 | $1,843 | 12/31/2023 | IWD | 11,154 | $1,843 | 12/31/2023 | Financial Advisory Service Inc. | 11,150 | $1,843 | 12/31/2023 | IWD | 11,150 | $1,843 | 12/31/2023 | Halpern Financial Inc. | 10,359 | $1,836 | 03/31/2024 | IWD | 10,359 | $1,836 | 03/31/2024 | Tobias Financial Advisors Inc. | 11,099 | $1,834 | 12/31/2023 | IWD | 11,099 | $1,834 | 12/31/2023 | Joel Isaacson & Co. LLC | 11,090 | $1,833 | 12/31/2023 | IWD | 11,090 | $1,833 | 12/31/2023 | jvl associates llc | 10,211 | $1,829 | 03/31/2024 | IWD | 10,211 | $1,829 | 03/31/2024 | Bond & Devick Financial Network Inc. | 10,195 | $1,826 | 03/31/2024 | IWD | 10,195 | $1,826 | 03/31/2024 | McAdam LLC | 10,187 | $1,825 | 03/31/2024 | IWD | 10,187 | $1,825 | 03/31/2024 | SilverOak Wealth Management LLC | 11,005 | $1,819 | 12/31/2023 | IWD | 11,005 | $1,819 | 12/31/2023 | U.S. Capital Wealth Advisors LLC | 10,987 | $1,816 | 12/31/2023 | IWD | 10,987 | $1,816 | 12/31/2023 | Axxcess Wealth Management LLC | 10,978 | $1,814 | 12/31/2023 | IWD | 10,978 | $1,814 | 12/31/2023 | Forte Asset Management LLC | 10,959 | $1,811 | 12/31/2023 | IWD | 10,959 | $1,811 | 12/31/2023 | Brookstone Capital Management | 9,994 | $1,790 | 03/31/2024 | IWD | 9,994 | $1,790 | 03/31/2024 | Ellevest Inc. | 10,776 | $1,781 | 12/31/2023 | IWD | 10,776 | $1,781 | 12/31/2023 | Cooper Financial Group | 9,925 | $1,778 | 03/31/2024 | IWD | 9,925 | $1,778 | 03/31/2024 | Verus Financial Partners Inc. | 10,727 | $1,778 | 12/31/2023 | IWD | 10,727 | $1,778 | 12/31/2023 | Pinnacle Associates Ltd. | 9,850 | $1,764 | 03/31/2024 | IWD | 9,850 | $1,764 | 03/31/2024 | Lord Abbett & CO. LLC | 10,644 | $1,759 | 12/31/2023 | IWD | 10,644 | $1,759 | 12/31/2023 | Monograph Wealth Advisors LLC | 10,618 | $1,755 | 12/31/2023 | IWD | 10,618 | $1,755 | 12/31/2023 | Prosperity Planning Inc. | 9,784 | $1,752 | 03/31/2024 | IWD | 9,784 | $1,752 | 03/31/2024 | Myecfo LLC | 9,752 | $1,747 | 03/31/2024 | IWD | 9,752 | $1,747 | 03/31/2024 | Great Waters Wealth Management | 9,729 | $1,743 | 03/31/2024 | IWD | 9,729 | $1,743 | 03/31/2024 | Grimes & Company Inc. | 9,703 | $1,738 | 03/31/2024 | IWD | 9,703 | $1,738 | 03/31/2024 | Allegheny Financial Group LTD | 10,517 | $1,738 | 12/31/2023 | IWD | 10,517 | $1,738 | 12/31/2023 | Eldridge Investment Advisors Inc. | 10,494 | $1,734 | 12/31/2023 | IWD | 10,494 | $1,734 | 12/31/2023 | Pure Financial Advisors Inc. | 9,639 | $1,726 | 03/31/2024 | IWD | 9,639 | $1,726 | 03/31/2024 | Glass Jacobson Investment Advisors llc | 9,600 | $1,720 | 03/31/2024 | IWD | 9,600 | $1,720 | 03/31/2024 | Aaron Wealth Advisors | 9,593 | $1,718 | 03/31/2024 | IWD | 9,593 | $1,718 | 03/31/2024 | Marshall Financial Group Inc. ADV | 10,271 | $1,697 | 12/31/2023 | IWD | 10,271 | $1,697 | 12/31/2023 | Sapient Capital LLC | 9,455 | $1,694 | 03/31/2024 | IWD | 9,455 | $1,694 | 03/31/2024 | Darwin Advisors LLC | 10,221 | $1,689 | 12/31/2023 | IWD | 10,221 | $1,689 | 12/31/2023 | Credit Suisse AG | 10,217 | $1,688 | 12/31/2023 | IWD | 10,217 | $1,688 | 12/31/2023 | Johnson Bixby & Associates LLC | 9,416 | $1,686 | 03/31/2024 | IWD | 9,416 | $1,686 | 03/31/2024 | Apollon Wealth Management LLC | 10,176 | $1,682 | 12/31/2023 | IWD | 10,176 | $1,682 | 12/31/2023 | Pointe Capital Management LLC | 10,156 | $1,678 | 12/31/2023 | IWD | 10,156 | $1,678 | 12/31/2023 | Park Place Capital Corp | 9,344 | $1,674 | 03/31/2024 | IWD | 9,344 | $1,674 | 03/31/2024 | Private Trust Co. NA | 9,313 | $1,668 | 03/31/2024 | IWD | 9,313 | $1,668 | 03/31/2024 | Angeles Wealth Management LLC | 10,080 | $1,666 | 12/31/2023 | IWD | 10,080 | $1,666 | 12/31/2023 | BBR Partners LLC | 10,056 | $1,662 | 12/31/2023 | IWD | 10,056 | $1,662 | 12/31/2023 | Park Avenue Securities LLC | 9,193 | $1,647 | 03/31/2024 | IWD | 9,193 | $1,647 | 03/31/2024 | Benedict Financial Advisors Inc. | 9,178 | $1,644 | 03/31/2024 | IWD | 9,178 | $1,644 | 03/31/2024 | Gries Financial LLC | 9,944 | $1,643 | 12/31/2023 | IWD | 9,944 | $1,643 | 12/31/2023 | Quotient Wealth Partners LLC | 9,875 | $1,632 | 12/31/2023 | IWD | 9,875 | $1,632 | 12/31/2023 | NorthCrest Asset Manangement LLC | 9,065 | $1,624 | 03/31/2024 | IWD | 9,065 | $1,624 | 03/31/2024 | Summit Financial Strategies Inc. | 9,819 | $1,623 | 12/31/2023 | IWD | 9,819 | $1,623 | 12/31/2023 | Walled Lake Planning & Wealth Management LLC | 9,819 | $1,623 | 12/31/2023 | IWD | 9,819 | $1,623 | 12/31/2023 | RMB Capital Management LLC | 9,811 | $1,621 | 12/31/2023 | IWD | 9,811 | $1,621 | 12/31/2023 | Element Pointe Advisors LLC | 9,766 | $1,614 | 12/31/2023 | IWD | 9,766 | $1,614 | 12/31/2023 | Maryland Capital Advisors Inc. | 9,003 | $1,613 | 03/31/2024 | IWD | 9,003 | $1,613 | 03/31/2024 | Fiduciary Trust Co. | 9,676 | $1,599 | 12/31/2023 | IWD | 9,676 | $1,599 | 12/31/2023 | Next Level Private LLC | 8,855 | $1,586 | 03/31/2024 | IWD | 8,855 | $1,586 | 03/31/2024 | GenWealth Group Inc. | 8,779 | $1,572 | 03/31/2024 | IWD | 8,779 | $1,572 | 03/31/2024 | Beacon Financial Group | 9,483 | $1,567 | 12/31/2023 | IWD | 9,483 | $1,567 | 12/31/2023 | ZRC Wealth Management LLC | 8,684 | $1,555 | 03/31/2024 | IWD | 8,684 | $1,555 | 03/31/2024 | AlphaCentric Advisors LLC | 8,671 | $1,553 | 03/31/2024 | IWD | 8,671 | $1,553 | 03/31/2024 | Vista Wealth Management Group LLC | 9,394 | $1,552 | 12/31/2023 | IWD | 9,394 | $1,552 | 12/31/2023 | Stephenson National Bank & Trust | 8,652 | $1,550 | 03/31/2024 | IWD | 8,652 | $1,550 | 03/31/2024 | Wedbush Securities Inc. | 9,330 | $1,542 | 12/31/2023 | IWD | 9,330 | $1,542 | 12/31/2023 | Keystone Wealth Services LLC | 8,573 | $1,535 | 03/31/2024 | IWD | 8,573 | $1,535 | 03/31/2024 | Red Lighthouse Investment Management LLC | 9,270 | $1,532 | 12/31/2023 | IWD | 9,270 | $1,532 | 12/31/2023 | Lee Danner & Bass Inc. | 9,257 | $1,530 | 12/31/2023 | IWD | 9,257 | $1,530 | 12/31/2023 | Assetmark Inc. | 9,225 | $1,524 | 12/31/2023 | IWD | 9,225 | $1,524 | 12/31/2023 | EverSource Wealth Advisors LLC | 9,162 | $1,514 | 12/31/2023 | IWD | 9,162 | $1,514 | 12/31/2023 | Paragon Financial Partners Inc. | 8,423 | $1,509 | 03/31/2024 | IWD | 8,423 | $1,509 | 03/31/2024 | Bruce G. Allen Investments LLC | 8,426 | $1,509 | 03/31/2024 | IWD | 8,426 | $1,509 | 03/31/2024 | Clifford Group LLC | 9,134 | $1,509 | 12/31/2023 | IWD | 9,134 | $1,509 | 12/31/2023 | Alamar Capital Management LLC | 9,014 | $1,490 | 12/31/2023 | IWD | 9,014 | $1,490 | 12/31/2023 | Colonial Trust Co SC | 8,992 | $1,486 | 12/31/2023 | IWD | 8,992 | $1,486 | 12/31/2023 | Baron Silver Stevens Financial Advisors LLC | 8,972 | $1,483 | 12/31/2023 | IWD | 8,972 | $1,483 | 12/31/2023 | Nations Financial Group Inc. IA ADV | 8,253 | $1,478 | 03/31/2024 | IWD | 8,253 | $1,478 | 03/31/2024 | Cahill Financial Advisors Inc. | 8,918 | $1,474 | 12/31/2023 | IWD | 8,918 | $1,474 | 12/31/2023 | BKD Wealth Advisors LLC | 8,202 | $1,469 | 03/31/2024 | IWD | 8,202 | $1,469 | 03/31/2024 | Mattern Capital Management LLC | 8,871 | $1,466 | 12/31/2023 | IWD | 8,871 | $1,466 | 12/31/2023 | American Financial Advisors LLC | 8,165 | $1,462 | 03/31/2024 | IWD | 8,165 | $1,462 | 03/31/2024 | Peloton Wealth Strategists | 8,776 | $1,450 | 12/31/2023 | IWD | 8,776 | $1,450 | 12/31/2023 | Trexquant Investment LP | 8,741 | $1,444 | 12/31/2023 | IWD | 8,741 | $1,444 | 12/31/2023 | Anchor Investment Management LLC | 8,706 | $1,439 | 12/31/2023 | IWD | 8,706 | $1,439 | 12/31/2023 | True North Advisors LLC | 8,013 | $1,435 | 03/31/2024 | IWD | 8,013 | $1,435 | 03/31/2024 | Jordan Park Group LLC | 8,669 | $1,433 | 12/31/2023 | IWD | 8,669 | $1,433 | 12/31/2023 | Breed s Hill Capital LLC | 8,630 | $1,426 | 12/31/2023 | IWD | 8,630 | $1,426 | 12/31/2023 | PFG Investments LLC | 7,955 | $1,425 | 03/31/2024 | IWD | 7,955 | $1,425 | 03/31/2024 | Personal CFO Solutions LLC | 8,574 | $1,417 | 12/31/2023 | IWD | 8,574 | $1,417 | 12/31/2023 | Morris Financial Concepts Inc. | 7,906 | $1,416 | 03/31/2024 | IWD | 7,906 | $1,416 | 03/31/2024 | Barrett & Company Inc. | 7,839 | $1,404 | 03/31/2024 | IWD | 7,839 | $1,404 | 03/31/2024 | Gryphon Financial Partners LLC | 8,419 | $1,391 | 12/31/2023 | IWD | 8,419 | $1,391 | 12/31/2023 | Indiana Trust & Investment Management CO | 7,629 | $1,366 | 03/31/2024 | IWD | 7,629 | $1,366 | 03/31/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 7,920 | $1,362 | 03/31/2024 | IWD | 7,920 | $1,362 | 03/31/2024 | Intrust Bank NA | 8,191 | $1,354 | 12/31/2023 | IWD | 8,191 | $1,354 | 12/31/2023 | Mayport LLC | 7,500 | $1,343 | 03/31/2024 | IWD | 7,500 | $1,343 | 03/31/2024 | Citizens Financial Group Inc RI | 8,071 | $1,334 | 12/31/2023 | IWD | 8,071 | $1,334 | 12/31/2023 | Larson Financial Group LLC | 8,036 | $1,328 | 12/31/2023 | IWD | 8,036 | $1,328 | 12/31/2023 | IFG Advisory LLC | 8,009 | $1,324 | 12/31/2023 | IWD | 8,009 | $1,324 | 12/31/2023 | Sound View Wealth Advisors Group LLC | 8,002 | $1,322 | 12/31/2023 | IWD | 8,002 | $1,322 | 12/31/2023 | TCI Wealth Advisors Inc. | 7,990 | $1,320 | 12/31/2023 | IWD | 7,990 | $1,320 | 12/31/2023 | Market Street Wealth Management Advisors LLC | 7,338 | $1,314 | 03/31/2024 | IWD | 7,338 | $1,314 | 03/31/2024 | Seven Mile Advisory | 7,941 | $1,312 | 12/31/2023 | IWD | 7,941 | $1,312 | 12/31/2023 | Opus Capital Group LLC | 7,307 | $1,309 | 03/31/2024 | IWD | 7,307 | $1,309 | 03/31/2024 | Apella Capital LLC | 7,354 | $1,304 | 03/31/2024 | IWD | 7,354 | $1,304 | 03/31/2024 | Chemung Canal Trust Co. | 7,260 | $1,300 | 03/31/2024 | IWD | 7,260 | $1,300 | 03/31/2024 | Kornitzer Capital Management Inc. KS | 7,868 | $1,300 | 12/31/2023 | IWD | 7,868 | $1,300 | 12/31/2023 | Luts & Greenleigh Group Inc. | 7,853 | $1,298 | 12/31/2023 | IWD | 7,853 | $1,298 | 12/31/2023 | Hilltop Holdings Inc. | 7,719 | $1,276 | 12/31/2023 | IWD | 7,719 | $1,276 | 12/31/2023 | Key Financial Inc | 7,676 | $1,268 | 12/31/2023 | IWD | 7,676 | $1,268 | 12/31/2023 | Arkadios Wealth Advisors | 7,656 | $1,265 | 12/31/2023 | IWD | 7,656 | $1,265 | 12/31/2023 | Capital Performance Advisors LLP | 7,046 | $1,262 | 03/31/2024 | IWD | 7,046 | $1,262 | 03/31/2024 | Texas Capital Bank Wealth Management Services Inc. | 7,634 | $1,262 | 12/31/2023 | IWD | 7,634 | $1,262 | 12/31/2023 | RFP Financial Group LLC | 7,616 | $1,259 | 12/31/2023 | IWD | 7,616 | $1,259 | 12/31/2023 | Vista Capital Partners Inc. | 7,607 | $1,257 | 12/31/2023 | IWD | 7,607 | $1,257 | 12/31/2023 | KMG Fiduciary Partners LLC | 7,012 | $1,256 | 03/31/2024 | IWD | 7,012 | $1,256 | 03/31/2024 | Wick Capital Partners LLC | 7,581 | $1,253 | 12/31/2023 | IWD | 7,581 | $1,253 | 12/31/2023 | Farmers & Merchants Investments Inc. | 6,989 | $1,252 | 03/31/2024 | IWD | 6,989 | $1,252 | 03/31/2024 | Fragasso Group Inc. | 6,992 | $1,252 | 03/31/2024 | IWD | 6,992 | $1,252 | 03/31/2024 | Capital Investment Advisors LLC | 6,978 | $1,250 | 03/31/2024 | IWD | 6,978 | $1,250 | 03/31/2024 | Bensler LLC | 7,561 | $1,249 | 12/31/2023 | IWD | 7,561 | $1,249 | 12/31/2023 | Asset Dedication LLC | 6,932 | $1,242 | 03/31/2024 | IWD | 6,932 | $1,242 | 03/31/2024 | International Assets Investment Management LLC | 6,970 | $1,242 | 03/31/2024 | IWD | 6,970 | $1,242 | 03/31/2024 | First Manhattan Co. | 7,471 | $1,238 | 12/31/2023 | IWD | 7,471 | $1,238 | 12/31/2023 | WealthShield Partners LLC | 7,461 | $1,233 | 12/31/2023 | IWD | 7,461 | $1,233 | 12/31/2023 | Tarbox Family Office Inc. | 6,876 | $1,232 | 03/31/2024 | IWD | 6,876 | $1,232 | 03/31/2024 | Wetzel Investment Advisors Inc. | 7,262 | $1,231 | 03/31/2024 | IWD | 7,262 | $1,231 | 03/31/2024 | Coppell Advisory Solutions LLC | 7,392 | $1,221 | 12/31/2023 | IWD | 7,392 | $1,221 | 12/31/2023 | Aurum Wealth Management Group LLC | 6,791 | $1,216 | 03/31/2024 | IWD | 6,791 | $1,216 | 03/31/2024 | Cardiff Park Advisors LLC | 7,349 | $1,214 | 12/31/2023 | IWD | 7,349 | $1,214 | 12/31/2023 | Vance Wealth Inc. | 7,294 | $1,205 | 12/31/2023 | IWD | 7,294 | $1,205 | 12/31/2023 | West Michigan Advisors LLC | 7,280 | $1,203 | 12/31/2023 | IWD | 7,280 | $1,203 | 12/31/2023 | Connecticut Wealth Management LLC | 7,252 | $1,198 | 12/31/2023 | IWD | 7,252 | $1,198 | 12/31/2023 | Wesbanco Bank Inc. | 6,678 | $1,196 | 03/31/2024 | IWD | 6,678 | $1,196 | 03/31/2024 | Thomasville National Bank | 6,647 | $1,191 | 03/31/2024 | IWD | 6,647 | $1,191 | 03/31/2024 | St. James Investment Company LLC | 7,194 | $1,189 | 12/31/2023 | IWD | 7,194 | $1,189 | 12/31/2023 | Northstar Group Inc. | 6,628 | $1,187 | 03/31/2024 | IWD | 6,628 | $1,187 | 03/31/2024 | Taylor Cottrill Erickson & Associates Inc. | 7,160 | $1,183 | 12/31/2023 | IWD | 7,160 | $1,183 | 12/31/2023 | D. E. Shaw & Co. Inc. | 7,137 | $1,179 | 12/31/2023 | IWD | 7,137 | $1,179 | 12/31/2023 | Financial Advisors LLC | 7,100 | $1,173 | 12/31/2023 | IWD | 7,100 | $1,173 | 12/31/2023 | Pensionmark Financial Group LLC | 7,086 | $1,171 | 12/31/2023 | IWD | 7,086 | $1,171 | 12/31/2023 | GAMMA Investing LLC | 6,535 | $1,170 | 03/31/2024 | IWD | 6,535 | $1,170 | 03/31/2024 | DB Wealth Management Group LLC | 7,070 | $1,168 | 12/31/2023 | IWD | 7,070 | $1,168 | 12/31/2023 | CVA Family Office LLC | 6,510 | $1,166 | 03/31/2024 | IWD | 6,510 | $1,166 | 03/31/2024 | Garde Capital Inc. | 7,044 | $1,164 | 12/31/2023 | IWD | 7,044 | $1,164 | 12/31/2023 | Sax Wealth Advisors LLC | 7,045 | $1,164 | 12/31/2023 | IWD | 7,045 | $1,164 | 12/31/2023 | RF&L Wealth Management LLC | 7,045 | $1,164 | 12/31/2023 | IWD | 7,045 | $1,164 | 12/31/2023 | Concurrent Investment Advisors LLC | 7,004 | $1,157 | 12/31/2023 | IWD | 7,004 | $1,157 | 12/31/2023 | Stableford Capital II LLC | 6,455 | $1,156 | 03/31/2024 | IWD | 6,455 | $1,156 | 03/31/2024 | Turtle Creek Wealth Advisors LLC | 6,908 | $1,142 | 12/31/2023 | IWD | 6,908 | $1,142 | 12/31/2023 | Strategic Blueprint LLC | 6,317 | $1,131 | 03/31/2024 | IWD | 6,317 | $1,131 | 03/31/2024 | Sigma Investment Counselors Inc. | 6,299 | $1,128 | 03/31/2024 | IWD | 6,299 | $1,128 | 03/31/2024 | Northeast Investment Management | 6,800 | $1,124 | 12/31/2023 | IWD | 6,800 | $1,124 | 12/31/2023 | Cascade Wealth Advisors Inc | 6,516 | $1,120 | 03/31/2024 | IWD | 6,516 | $1,120 | 03/31/2024 | Coastline Trust Co | 6,232 | $1,116 | 03/31/2024 | IWD | 6,232 | $1,116 | 03/31/2024 | Amplius Wealth Advisors LLC | 6,222 | $1,114 | 03/31/2024 | IWD | 6,222 | $1,114 | 03/31/2024 | Accurate Wealth Management LLC | 6,516 | $1,111 | 03/31/2024 | IWD | 6,516 | $1,111 | 03/31/2024 | Invesco Ltd. | 6,712 | $1,109 | 12/31/2023 | IWD | 6,712 | $1,109 | 12/31/2023 | CWA Asset Management Group LLC | 6,709 | $1,109 | 12/31/2023 | IWD | 6,709 | $1,109 | 12/31/2023 | Summit X LLC | 6,741 | $1,109 | 12/31/2023 | IWD | 6,741 | $1,109 | 12/31/2023 | InterOcean Capital Group LLC | 6,706 | $1,108 | 12/31/2023 | IWD | 6,706 | $1,108 | 12/31/2023 | Seizert Capital Partners LLC | 6,633 | $1,096 | 12/31/2023 | IWD | 6,633 | $1,096 | 12/31/2023 | Quantinno Capital Management LP | 6,628 | $1,095 | 12/31/2023 | IWD | 6,628 | $1,095 | 12/31/2023 | Trust Co of the South | 6,078 | $1,089 | 03/31/2024 | IWD | 6,078 | $1,089 | 03/31/2024 | Plante Moran Financial Advisors LLC | 6,592 | $1,089 | 12/31/2023 | IWD | 6,592 | $1,089 | 12/31/2023 | Apexium Financial LP | 6,047 | $1,083 | 03/31/2024 | IWD | 6,047 | $1,083 | 03/31/2024 | Hamlin Capital Management LLC | 6,512 | $1,076 | 12/31/2023 | IWD | 6,512 | $1,076 | 12/31/2023 | Elevate Wealth Advisory Inc. | 6,468 | $1,069 | 12/31/2023 | IWD | 6,468 | $1,069 | 12/31/2023 | Thrive Wealth Management LLC | 5,957 | $1,067 | 03/31/2024 | IWD | 5,957 | $1,067 | 03/31/2024 | Warwick Investment Management Inc. | 6,455 | $1,067 | 12/31/2023 | IWD | 6,455 | $1,067 | 12/31/2023 | Brown Financial Advisory | 5,950 | $1,066 | 03/31/2024 | IWD | 5,950 | $1,066 | 03/31/2024 | Choate Investment Advisors | 6,441 | $1,064 | 12/31/2023 | IWD | 6,441 | $1,064 | 12/31/2023 | Mascoma Wealth Management LLC | 6,441 | $1,064 | 12/31/2023 | IWD | 6,441 | $1,064 | 12/31/2023 | Castleark Management LLC | 6,400 | $1,058 | 12/31/2023 | IWD | 6,400 | $1,058 | 12/31/2023 | Etfidea LLC | 6,400 | $1,058 | 12/31/2023 | IWD | 6,400 | $1,058 | 12/31/2023 | Natixis | 6,386 | $1,055 | 12/31/2023 | IWD | 6,386 | $1,055 | 12/31/2023 | Pacific Financial Group Inc. | 6,385 | $1,055 | 12/31/2023 | IWD | 6,385 | $1,055 | 12/31/2023 | Litman Gregory Asset Management LLC | 6,386 | $1,055 | 12/31/2023 | IWD | 6,386 | $1,055 | 12/31/2023 | Objective Capital Management LLC | 6,373 | $1,053 | 12/31/2023 | IWD | 6,373 | $1,053 | 12/31/2023 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 6,366 | $1,052 | 12/31/2023 | IWD | 6,366 | $1,052 | 12/31/2023 | VeraBank N.A. | 6,363 | $1,051 | 12/31/2023 | IWD | 6,363 | $1,051 | 12/31/2023 | Patten Group Inc. | 5,827 | $1,044 | 03/31/2024 | IWD | 5,827 | $1,044 | 03/31/2024 | Soundmark Wealth Management LLC | 5,806 | $1,040 | 03/31/2024 | IWD | 5,806 | $1,040 | 03/31/2024 | Wintrust Investments LLC | 6,275 | $1,037 | 12/31/2023 | IWD | 6,275 | $1,037 | 12/31/2023 | Greenleaf Trust | 6,272 | $1,036 | 12/31/2023 | IWD | 6,272 | $1,036 | 12/31/2023 | Fairhaven Wealth Management LLC | 6,267 | $1,036 | 12/31/2023 | IWD | 6,267 | $1,036 | 12/31/2023 | Sendero Wealth Management LLC | 5,746 | $1,029 | 03/31/2024 | IWD | 5,746 | $1,029 | 03/31/2024 | Tsfg LLC | 5,743 | $1,029 | 03/31/2024 | IWD | 5,743 | $1,029 | 03/31/2024 | Fifth Third Securities Inc. | 5,685 | $1,018 | 03/31/2024 | IWD | 5,685 | $1,018 | 03/31/2024 | Regis Management CO LLC | 5,685 | $1,018 | 03/31/2024 | IWD | 5,685 | $1,018 | 03/31/2024 | Tranquility Partners LLC | 6,146 | $1,016 | 12/31/2023 | IWD | 6,146 | $1,016 | 12/31/2023 | Cornerstone Wealth Management LLC | 5,669 | $1,015 | 03/31/2024 | IWD | 5,669 | $1,015 | 03/31/2024 | Vawter Financial Ltd. | 6,138 | $1,014 | 12/31/2023 | IWD | 6,138 | $1,014 | 12/31/2023 | MONECO Advisors LLC | 5,643 | $1,011 | 03/31/2024 | IWD | 5,643 | $1,011 | 03/31/2024 | Baystate Wealth Management LLC | 6,116 | $1,011 | 12/31/2023 | IWD | 6,116 | $1,011 | 12/31/2023 | First Financialcorp IN | 5,548 | $994 | 03/31/2024 | IWD | 5,548 | $994 | 03/31/2024 | Chesley Taft & Associates LLC | 5,534 | $991 | 03/31/2024 | IWD | 5,534 | $991 | 03/31/2024 | Flagship Harbor Advisors LLC | 5,498 | $985 | 03/31/2024 | IWD | 5,498 | $985 | 03/31/2024 | Eagle Strategies LLC | 5,446 | $975 | 03/31/2024 | IWD | 5,446 | $975 | 03/31/2024 | JFG Wealth Management LLC | 5,886 | $973 | 12/31/2023 | IWD | 5,886 | $973 | 12/31/2023 | We Are One Seven LLC | 5,883 | $972 | 12/31/2023 | IWD | 5,883 | $972 | 12/31/2023 | Connectus Wealth LLC | 5,881 | $972 | 12/31/2023 | IWD | 5,881 | $972 | 12/31/2023 | Paragon Capital Management Ltd | 5,379 | $964 | 03/31/2024 | IWD | 5,379 | $964 | 03/31/2024 | Middleton & Co Inc MA | 5,816 | $961 | 12/31/2023 | IWD | 5,816 | $961 | 12/31/2023 | Encompass Wealth Advisors LLC | 5,816 | $961 | 12/31/2023 | IWD | 5,816 | $961 | 12/31/2023 | James Investment Research Inc. | 5,809 | $960 | 12/31/2023 | IWD | 5,809 | $960 | 12/31/2023 | Freestone Capital Holdings LLC | 5,729 | $947 | 12/31/2023 | IWD | 5,729 | $947 | 12/31/2023 | Integrated Advisors Network LLC | 5,721 | $945 | 12/31/2023 | IWD | 5,721 | $945 | 12/31/2023 | Global Strategic Investment Solutions LLC | 5,701 | $942 | 12/31/2023 | IWD | 5,701 | $942 | 12/31/2023 | Levin Easterly Partners LLC | 5,688 | $940 | 12/31/2023 | IWD | 5,688 | $940 | 12/31/2023 | Meridian Wealth Management LLC | 5,245 | $939 | 03/31/2024 | IWD | 5,245 | $939 | 03/31/2024 | Financial Advocates Investment Management | 6,115 | $935 | 12/31/2023 | IWD | 6,115 | $935 | 12/31/2023 | Wiley BROS. Aintree Capital LLC | 5,193 | $930 | 03/31/2024 | IWD | 5,193 | $930 | 03/31/2024 | Financial Insights Inc. | 5,191 | $930 | 03/31/2024 | IWD | 5,191 | $930 | 03/31/2024 | David Loasby | 5,634 | $927 | 12/31/2023 | IWD | 5,634 | $927 | 12/31/2023 | First Foundation Advisors | 5,604 | $926 | 12/31/2023 | IWD | 5,604 | $926 | 12/31/2023 | PFG Advisors | 5,599 | $925 | 12/31/2023 | IWD | 5,599 | $925 | 12/31/2023 | Core Wealth Advisors Inc. | 5,599 | $925 | 12/31/2023 | IWD | 5,599 | $925 | 12/31/2023 | Parisi Gray Wealth Management | 5,154 | $923 | 03/31/2024 | IWD | 5,154 | $923 | 03/31/2024 | City Holding Co. | 5,131 | $919 | 03/31/2024 | IWD | 5,131 | $919 | 03/31/2024 | First Bank & Trust | 5,133 | $919 | 03/31/2024 | IWD | 5,133 | $919 | 03/31/2024 | Private Portfolio Partners LLC | 5,554 | $918 | 12/31/2023 | IWD | 5,554 | $918 | 12/31/2023 | Advisors Capital Management LLC | 5,532 | $914 | 12/31/2023 | IWD | 5,532 | $914 | 12/31/2023 | Sanibel Captiva Trust Company Inc. | 5,515 | $911 | 12/31/2023 | IWD | 5,515 | $911 | 12/31/2023 | Financial Gravity Asset Management Inc. | 5,510 | $911 | 12/31/2023 | IWD | 5,510 | $911 | 12/31/2023 | Pitcairn Co. | 5,486 | $907 | 12/31/2023 | IWD | 5,486 | $907 | 12/31/2023 | CENTRAL TRUST Co | 5,056 | $906 | 03/31/2024 | IWD | 5,056 | $906 | 03/31/2024 | Sharkey Howes & Javer | 5,044 | $903 | 03/31/2024 | IWD | 5,044 | $903 | 03/31/2024 | Coastal Bridge Advisors LLC | 5,438 | $899 | 12/31/2023 | IWD | 5,438 | $899 | 12/31/2023 | Capital Asset Advisory Services LLC | 5,077 | $897 | 03/31/2024 | IWD | 5,077 | $897 | 03/31/2024 | Hoese & Co LLP | 5,224 | $895 | 03/31/2024 | IWD | 5,224 | $895 | 03/31/2024 | Lowe Brockenbrough & Co. Inc. | 5,363 | $886 | 12/31/2023 | IWD | 5,363 | $886 | 12/31/2023 | Staley Capital Advisers Inc. | 5,358 | $885 | 12/31/2023 | IWD | 5,358 | $885 | 12/31/2023 | Atlantic Union Bankshares Corp | 4,913 | $880 | 03/31/2024 | IWD | 4,913 | $880 | 03/31/2024 | Veracity Capital LLC | 4,895 | $877 | 03/31/2024 | IWD | 4,895 | $877 | 03/31/2024 | South State CORP. | 5,255 | $868 | 12/31/2023 | IWD | 5,255 | $868 | 12/31/2023 | Campion Asset Management LLC | 5,247 | $867 | 12/31/2023 | IWD | 5,247 | $867 | 12/31/2023 | Regent Peak Wealth Advisors LLC | 5,226 | $864 | 12/31/2023 | IWD | 5,226 | $864 | 12/31/2023 | Matrix Asset Advisors Inc. NY | 4,800 | $860 | 03/31/2024 | IWD | 4,800 | $860 | 03/31/2024 | Bradley Foster & Sargent Inc. CT | 5,146 | $850 | 12/31/2023 | IWD | 5,146 | $850 | 12/31/2023 | Keudell Morrison Wealth Management | 5,144 | $850 | 12/31/2023 | IWD | 5,144 | $850 | 12/31/2023 | BHK Investment Advisors LLC | 5,131 | $848 | 12/31/2023 | IWD | 5,131 | $848 | 12/31/2023 | Matthew Goff Investment Advisor LLC | 4,731 | $847 | 03/31/2024 | IWD | 4,731 | $847 | 03/31/2024 | Welch & Forbes LLC | 5,115 | $845 | 12/31/2023 | IWD | 5,115 | $845 | 12/31/2023 | Lakewood Asset Management LLC | 4,700 | $842 | 03/31/2024 | IWD | 4,700 | $842 | 03/31/2024 | Legacy Trust | 4,695 | $841 | 03/31/2024 | IWD | 4,695 | $841 | 03/31/2024 | Dakota Wealth Management | 4,671 | $837 | 03/31/2024 | IWD | 4,671 | $837 | 03/31/2024 | Invenio Wealth Partners LLC | 5,056 | $836 | 12/31/2023 | IWD | 5,056 | $836 | 12/31/2023 | Annex Advisory Services LLC | 4,664 | $835 | 03/31/2024 | IWD | 4,664 | $835 | 03/31/2024 | Greenup Street Wealth Management LLC | 5,050 | $835 | 12/31/2023 | IWD | 5,050 | $835 | 12/31/2023 | S&CO Inc. | 5,050 | $834 | 12/31/2023 | IWD | 5,050 | $834 | 12/31/2023 | Regimen Wealth LLC | 5,041 | $833 | 12/31/2023 | IWD | 5,041 | $833 | 12/31/2023 | Investment Advisory Group LLC | 5,001 | $826 | 12/31/2023 | IWD | 5,001 | $826 | 12/31/2023 | Investmark Advisory Group LLC | 4,997 | $826 | 12/31/2023 | IWD | 4,997 | $826 | 12/31/2023 | Cyndeo Wealth Partners LLC | 4,577 | $820 | 03/31/2024 | IWD | 4,577 | $820 | 03/31/2024 | Live Oak Private Wealth LLC | 4,570 | $819 | 03/31/2024 | IWD | 4,570 | $819 | 03/31/2024 | Beaumont Financial Advisors LLC | 4,953 | $819 | 12/31/2023 | IWD | 4,953 | $819 | 12/31/2023 | Bailard Inc. | 4,934 | $815 | 12/31/2023 | IWD | 4,934 | $815 | 12/31/2023 | CRA Financial Services LLC | 4,541 | $813 | 03/31/2024 | IWD | 4,541 | $813 | 03/31/2024 | IFP Advisors Inc | 4,903 | $810 | 12/31/2023 | IWD | 4,903 | $810 | 12/31/2023 | Bogart Wealth LLC | 4,505 | $807 | 03/31/2024 | IWD | 4,505 | $807 | 03/31/2024 | Change Path LLC | 4,873 | $805 | 12/31/2023 | IWD | 4,873 | $805 | 12/31/2023 | Miller Investment Management LP | 4,868 | $804 | 12/31/2023 | IWD | 4,868 | $804 | 12/31/2023 | BlueChip Wealth Advisors LLC | 4,828 | $798 | 12/31/2023 | IWD | 4,828 | $798 | 12/31/2023 | Courier Capital LLC | 4,452 | $797 | 03/31/2024 | IWD | 4,452 | $797 | 03/31/2024 | Dana Investment Advisors Inc. | 4,825 | $797 | 12/31/2023 | IWD | 4,825 | $797 | 12/31/2023 | Evergreen Advisors LLC | 4,818 | $796 | 12/31/2023 | IWD | 4,818 | $796 | 12/31/2023 | American Investment Services Inc. | 4,810 | $795 | 12/31/2023 | IWD | 4,810 | $795 | 12/31/2023 | Harbour Investments Inc. | 4,771 | $788 | 12/31/2023 | IWD | 4,771 | $788 | 12/31/2023 | Vontobel Holding Ltd. | 4,764 | $787 | 12/31/2023 | IWD | 4,764 | $787 | 12/31/2023 | SRS Capital Advisors Inc. | 4,731 | $782 | 12/31/2023 | IWD | 4,731 | $782 | 12/31/2023 | Cutler Group LP | | $780 | 03/31/2024 | IWD | 3,200 | $573 | 03/31/2024 | Call | 9,300 | $207 | 03/31/2024 | Put | 1,000 | $0 | 03/31/2024 | Willow Creek Wealth Management Inc. | 4,708 | $778 | 12/31/2023 | IWD | 4,708 | $778 | 12/31/2023 | Continuum Advisory LLC | 4,687 | $775 | 12/31/2023 | IWD | 4,687 | $775 | 12/31/2023 | Holistic Planning LLC | 4,678 | $773 | 12/31/2023 | IWD | 4,678 | $773 | 12/31/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 4,665 | $771 | 12/31/2023 | IWD | 4,665 | $771 | 12/31/2023 | Nvest Financial LLC | 4,257 | $762 | 03/31/2024 | IWD | 4,257 | $762 | 03/31/2024 | Lowery Thomas LLC | 4,597 | $760 | 12/31/2023 | IWD | 4,597 | $760 | 12/31/2023 | Estate Counselors LLC | 4,585 | $758 | 12/31/2023 | IWD | 4,585 | $758 | 12/31/2023 | Barnett & Company Inc. | 4,532 | $749 | 12/31/2023 | IWD | 4,532 | $749 | 12/31/2023 | Renasant Bank | 4,510 | $745 | 12/31/2023 | IWD | 4,510 | $745 | 12/31/2023 | Bedel Financial Consulting Inc. | 4,498 | $743 | 12/31/2023 | IWD | 4,498 | $743 | 12/31/2023 | Walkner Condon Financial Advisors LLC | 4,124 | $739 | 03/31/2024 | IWD | 4,124 | $739 | 03/31/2024 | First United Bank Trust | 4,417 | $730 | 12/31/2023 | IWD | 4,417 | $730 | 12/31/2023 | Guidance Point Advisors LLC | 4,408 | $729 | 12/31/2023 | IWD | 4,408 | $729 | 12/31/2023 | Ritholtz Wealth Management | 4,052 | $726 | 03/31/2024 | IWD | 4,052 | $726 | 03/31/2024 | Capital Investment Advisory Services LLC | 4,041 | $724 | 03/31/2024 | IWD | 4,041 | $724 | 03/31/2024 | Iams Wealth Management LLC | 4,242 | $724 | 03/31/2024 | IWD | 4,242 | $724 | 03/31/2024 | Berger Financial Group Inc | 4,038 | $723 | 03/31/2024 | IWD | 4,038 | $723 | 03/31/2024 | Moran Wealth Management LLC | 4,375 | $723 | 12/31/2023 | IWD | 4,375 | $723 | 12/31/2023 | Golden Road Advisors LLC | 4,023 | $721 | 03/31/2024 | IWD | 4,023 | $721 | 03/31/2024 | Brendel Financial Advisors LLC | 4,356 | $720 | 12/31/2023 | IWD | 4,356 | $720 | 12/31/2023 | Emprise Bank | 4,002 | $717 | 03/31/2024 | IWD | 4,002 | $717 | 03/31/2024 | Atomi Financial Group Inc. | 4,332 | $716 | 12/31/2023 | IWD | 4,332 | $716 | 12/31/2023 | Palisade Asset Management LLC | 4,316 | $713 | 12/31/2023 | IWD | 4,316 | $713 | 12/31/2023 | Woodmont Investment Counsel LLC | 3,959 | $709 | 03/31/2024 | IWD | 3,959 | $709 | 03/31/2024 | Provence Wealth Management Group | 4,281 | $708 | 12/31/2023 | IWD | 4,281 | $708 | 12/31/2023 | TFB Advisors LLC | 4,280 | $707 | 12/31/2023 | IWD | 4,280 | $707 | 12/31/2023 | Mayflower Financial Advisors LLC | 4,262 | $704 | 12/31/2023 | IWD | 4,262 | $704 | 12/31/2023 | Mason Investment Advisory Services Inc. | 4,256 | $703 | 12/31/2023 | IWD | 4,256 | $703 | 12/31/2023 | Horan Securities Inc. | 4,235 | $700 | 12/31/2023 | IWD | 4,235 | $700 | 12/31/2023 | TCG Advisory Services LLC | 4,231 | $699 | 12/31/2023 | IWD | 4,231 | $699 | 12/31/2023 | Wellington Management Group LLP | 4,200 | $694 | 12/31/2023 | IWD | 4,200 | $694 | 12/31/2023 | Alpha Financial Advisors LLC | 4,197 | $694 | 12/31/2023 | IWD | 4,197 | $694 | 12/31/2023 | BancorpSouth Bank | 4,192 | $693 | 12/31/2023 | IWD | 4,192 | $693 | 12/31/2023 | NCM Capital Management LLC | 4,193 | $693 | 12/31/2023 | IWD | 4,193 | $693 | 12/31/2023 | MidWestOne Financial Group Inc. | 4,190 | $692 | 12/31/2023 | IWD | 4,190 | $692 | 12/31/2023 | Atticus Wealth Management LLC | 3,856 | $691 | 03/31/2024 | IWD | 3,856 | $691 | 03/31/2024 | Roble Belko & Company Inc | 3,850 | $690 | 03/31/2024 | IWD | 3,850 | $690 | 03/31/2024 | MWA Asset Management | 4,170 | $689 | 12/31/2023 | IWD | 4,170 | $689 | 12/31/2023 | Occidental Asset Management LLC | 3,839 | $688 | 03/31/2024 | IWD | 3,839 | $688 | 03/31/2024 | Hoylecohen LLC | 4,160 | $687 | 12/31/2023 | IWD | 4,160 | $687 | 12/31/2023 | BSW Wealth Partners | 3,820 | $684 | 03/31/2024 | IWD | 3,820 | $684 | 03/31/2024 | Stanley Laman Group Ltd. | 3,800 | $681 | 03/31/2024 | IWD | 3,800 | $681 | 03/31/2024 | Sunpointe LLC | 3,802 | $681 | 03/31/2024 | IWD | 3,802 | $681 | 03/31/2024 | Hemington Wealth Management | 4,087 | $675 | 12/31/2023 | IWD | 4,087 | $675 | 12/31/2023 | Merit Financial Group LLC | 4,052 | $670 | 12/31/2023 | IWD | 4,052 | $670 | 12/31/2023 | Nvwm LLC | 4,042 | $668 | 12/31/2023 | IWD | 4,042 | $668 | 12/31/2023 | Wrapmanager Inc. | 4,034 | $667 | 12/31/2023 | IWD | 4,034 | $667 | 12/31/2023 | SSI Investment Management LLC | 4,020 | $664 | 12/31/2023 | IWD | 4,020 | $664 | 12/31/2023 | Miracle Mile Advisors LLC | 3,694 | $662 | 03/31/2024 | IWD | 3,694 | $662 | 03/31/2024 | Robinson Value Management Ltd. | 3,698 | $662 | 03/31/2024 | IWD | 3,698 | $662 | 03/31/2024 | Betterment LLC | 4,008 | $662 | 12/31/2023 | IWD | 4,008 | $662 | 12/31/2023 | Legacy Advisors LLC | 3,998 | $661 | 12/31/2023 | IWD | 3,998 | $661 | 12/31/2023 | Options Solutions LLC | 4,000 | $661 | 12/31/2023 | IWD | 4,000 | $661 | 12/31/2023 | Chapin Davis Inc. | 3,681 | $659 | 03/31/2024 | IWD | 3,681 | $659 | 03/31/2024 | WMS Partners LLC | 3,981 | $658 | 12/31/2023 | IWD | 3,981 | $658 | 12/31/2023 | Benchmark Financial Wealth Advisors LLC | 3,659 | $655 | 03/31/2024 | IWD | 3,659 | $655 | 03/31/2024 | Janney Capital Management LLC | 3,947 | $652 | 12/31/2023 | IWD | 3,947 | $652 | 12/31/2023 | Ballew Advisors Inc | 3,721 | $650 | 03/31/2024 | IWD | 3,721 | $650 | 03/31/2024 | Archford Capital Strategies LLC | 3,610 | $647 | 03/31/2024 | IWD | 3,610 | $647 | 03/31/2024 | LWS Wealth Advisors Inc. | 3,911 | $646 | 12/31/2023 | IWD | 3,911 | $646 | 12/31/2023 | Charter Oak Capital Management LLC | 3,570 | $639 | 03/31/2024 | IWD | 3,570 | $639 | 03/31/2024 | One Wealth Advisors LLC | 3,556 | $637 | 03/31/2024 | IWD | 3,556 | $637 | 03/31/2024 | Vivaldi Capital Management LLC | 3,835 | $635 | 12/31/2023 | IWD | 3,835 | $635 | 12/31/2023 | Empire Financial Management Company LLC | 3,838 | $634 | 12/31/2023 | IWD | 3,838 | $634 | 12/31/2023 | Bourgeon Capital Management LLC | 3,528 | $632 | 03/31/2024 | IWD | 3,528 | $632 | 03/31/2024 | Lutz Financial Services LLC | 3,825 | $632 | 12/31/2023 | IWD | 3,825 | $632 | 12/31/2023 | Berkeley Capital Partners LLC | 3,817 | $631 | 12/31/2023 | IWD | 3,817 | $631 | 12/31/2023 | Lunt Capital Management Inc. | 3,520 | $630 | 03/31/2024 | IWD | 3,520 | $630 | 03/31/2024 | Hamilton Capital LLC | 3,779 | $624 | 12/31/2023 | IWD | 3,779 | $624 | 12/31/2023 | Warner Financial Inc. | 3,462 | $620 | 03/31/2024 | IWD | 3,462 | $620 | 03/31/2024 | Two Sigma Securities LLC | 3,740 | $618 | 12/31/2023 | IWD | 3,740 | $618 | 12/31/2023 | Bordeaux Wealth Advisors LLC | 3,705 | $612 | 12/31/2023 | IWD | 3,705 | $612 | 12/31/2023 | Main Street Financial Solutions LLC | 3,386 | $607 | 03/31/2024 | IWD | 3,386 | $607 | 03/31/2024 | AFT Forsyth & Company Inc. | 3,665 | $606 | 12/31/2023 | IWD | 3,665 | $606 | 12/31/2023 | DiMeo Schneider & Associates L.L.C. | 3,659 | $605 | 12/31/2023 | IWD | 3,659 | $605 | 12/31/2023 | Paladin Advisory Group LLC | 3,664 | $605 | 12/31/2023 | IWD | 3,664 | $605 | 12/31/2023 | Rodgers & Associates LTD | 3,641 | $602 | 12/31/2023 | IWD | 3,641 | $602 | 12/31/2023 | Perennial Investment Advisors LLC | 3,638 | $601 | 12/31/2023 | IWD | 3,638 | $601 | 12/31/2023 | Lake Street Financial LLC | 3,349 | $600 | 03/31/2024 | IWD | 3,349 | $600 | 03/31/2024 | Manhattan West Asset Management LLC | 3,631 | $600 | 12/31/2023 | IWD | 3,631 | $600 | 12/31/2023 | Cary Street Partners Asset Management LLC | 3,617 | $598 | 12/31/2023 | IWD | 3,617 | $598 | 12/31/2023 | Leo Wealth LLC | 3,584 | $598 | 12/31/2023 | IWD | 3,584 | $598 | 12/31/2023 | CM Wealth Advisors LLC | 3,614 | $597 | 12/31/2023 | IWD | 3,614 | $597 | 12/31/2023 | Independence Bank of Kentucky | 3,327 | $596 | 03/31/2024 | IWD | 3,327 | $596 | 03/31/2024 | Melfa Wealth Management LLC | 3,330 | $596 | 03/31/2024 | IWD | 3,330 | $596 | 03/31/2024 | Leavell Investment Management Inc. | 3,323 | $595 | 03/31/2024 | IWD | 3,323 | $595 | 03/31/2024 | Private Capital Management LLC | 3,322 | $595 | 03/31/2024 | IWD | 3,322 | $595 | 03/31/2024 | Calamos Wealth Management LLC | 3,574 | $591 | 12/31/2023 | IWD | 3,574 | $591 | 12/31/2023 | Pinnacle Wealth Management Advisory Group LLC | 3,576 | $591 | 12/31/2023 | IWD | 3,576 | $591 | 12/31/2023 | Charles Schwab Trust Co | 3,293 | $590 | 03/31/2024 | IWD | 3,293 | $590 | 03/31/2024 | Financial Guidance Group Inc. | 3,562 | $589 | 12/31/2023 | IWD | 3,562 | $589 | 12/31/2023 | GYL Financial Synergies LLC | 3,553 | $587 | 12/31/2023 | IWD | 3,553 | $587 | 12/31/2023 | Archer Investment Corp | 3,549 | $586 | 12/31/2023 | IWD | 3,549 | $586 | 12/31/2023 | Obermeyer Wood Investment Counsel Lllp | 3,533 | $584 | 12/31/2023 | IWD | 3,533 | $584 | 12/31/2023 | SILVER OAK SECURITIES Inc | 3,524 | $582 | 12/31/2023 | IWD | 3,524 | $582 | 12/31/2023 | Ellis Investment Partners LLC | 3,235 | $579 | 03/31/2024 | IWD | 3,235 | $579 | 03/31/2024 | Stonebrook Private Inc. | 3,496 | $578 | 12/31/2023 | IWD | 3,496 | $578 | 12/31/2023 | Bristlecone Advisors LLC | 3,220 | $577 | 03/31/2024 | IWD | 3,220 | $577 | 03/31/2024 | First National Trust Co | 3,211 | $575 | 03/31/2024 | IWD | 3,211 | $575 | 03/31/2024 | Park Edge Advisors LLC | 3,211 | $575 | 03/31/2024 | IWD | 3,211 | $575 | 03/31/2024 | Moloney Securities Asset Management LLC | 3,464 | $572 | 12/31/2023 | IWD | 3,464 | $572 | 12/31/2023 | Watchman Group Inc. | 3,452 | $570 | 12/31/2023 | IWD | 3,452 | $570 | 12/31/2023 | Auxano Advisors LLC | 3,442 | $569 | 12/31/2023 | IWD | 3,442 | $569 | 12/31/2023 | TrueWealth Advisors LLC | 3,153 | $565 | 03/31/2024 | IWD | 3,153 | $565 | 03/31/2024 | Towercrest Capital Management | 3,420 | $565 | 12/31/2023 | IWD | 3,420 | $565 | 12/31/2023 | Everpar Advisors LLC | 3,148 | $564 | 03/31/2024 | IWD | 3,148 | $564 | 03/31/2024 | Foundations Investment Advisors LLC | 3,377 | $564 | 12/31/2023 | IWD | 3,377 | $564 | 12/31/2023 | Quadrant Private Wealth Management LLC | 3,393 | $561 | 12/31/2023 | IWD | 3,393 | $561 | 12/31/2023 | Regal Investment Advisors LLC | 3,377 | $558 | 12/31/2023 | IWD | 3,377 | $558 | 12/31/2023 | Householder Group Estate & Retirement Specialist LLC | 3,358 | $555 | 12/31/2023 | IWD | 3,358 | $555 | 12/31/2023 | Elevated Capital Advisors LLC | 3,088 | $553 | 03/31/2024 | IWD | 3,088 | $553 | 03/31/2024 | Rockbridge Investment Management LCC | 3,340 | $552 | 12/31/2023 | IWD | 3,340 | $552 | 12/31/2023 | Waterfront Wealth Inc. | 3,334 | $551 | 12/31/2023 | IWD | 3,334 | $551 | 12/31/2023 | DAVENPORT & Co LLC | 3,330 | $550 | 12/31/2023 | IWD | 3,330 | $550 | 12/31/2023 | BOK Financial Private Wealth Inc. | 3,329 | $550 | 12/31/2023 | IWD | 3,329 | $550 | 12/31/2023 | Wescott Financial Advisory Group LLC | 3,306 | $546 | 12/31/2023 | IWD | 3,306 | $546 | 12/31/2023 | Operose Advisors LLC | 3,304 | $546 | 12/31/2023 | IWD | 3,304 | $546 | 12/31/2023 | ST Germain D J Co. Inc. | 3,029 | $543 | 03/31/2024 | IWD | 3,029 | $543 | 03/31/2024 | Vestmark Advisory Solutions Inc. | 3,277 | $542 | 12/31/2023 | IWD | 3,277 | $542 | 12/31/2023 | Skyline Advisors Inc. | 3,013 | $540 | 03/31/2024 | IWD | 3,013 | $540 | 03/31/2024 | Bayesian Capital Management LP | 3,262 | $539 | 12/31/2023 | IWD | 3,262 | $539 | 12/31/2023 | Adirondack Trust Co. | 2,997 | $537 | 03/31/2024 | IWD | 2,997 | $537 | 03/31/2024 | Schechter Investment Advisors LLC | 3,243 | $536 | 12/31/2023 | IWD | 3,243 | $536 | 12/31/2023 | Evergreen Capital Management LLC | 3,223 | $533 | 12/31/2023 | IWD | 3,223 | $533 | 12/31/2023 | Edgestream Partners L.P. | 3,223 | $533 | 12/31/2023 | IWD | 3,223 | $533 | 12/31/2023 | Farmers Trust Co. | 2,970 | $532 | 03/31/2024 | IWD | 2,970 | $532 | 03/31/2024 | Schnieders Capital Management LLC | 2,968 | $532 | 03/31/2024 | IWD | 2,968 | $532 | 03/31/2024 | Oxler Private Wealth LLC | 2,960 | $530 | 03/31/2024 | IWD | 2,960 | $530 | 03/31/2024 | Apollon Financial LLC | 3,209 | $530 | 12/31/2023 | IWD | 3,209 | $530 | 12/31/2023 | Capital City Trust Co. FL | 3,201 | $529 | 12/31/2023 | IWD | 3,201 | $529 | 12/31/2023 | Essex Savings Bank | 3,198 | $528 | 03/31/2024 | IWD | 3,198 | $528 | 03/31/2024 | Capital Insight Partners LLC | 2,935 | $526 | 03/31/2024 | IWD | 2,935 | $526 | 03/31/2024 | Cassady Schiller Wealth Management LLC | 3,182 | $526 | 12/31/2023 | IWD | 3,182 | $526 | 12/31/2023 | Oak Harbor Wealth Partners LLC | 2,931 | $525 | 03/31/2024 | IWD | 2,931 | $525 | 03/31/2024 | Forte Capital LLC ADV | 3,162 | $523 | 12/31/2023 | IWD | 3,162 | $523 | 12/31/2023 | Sovereign Financial Group Inc. | 2,910 | $521 | 03/31/2024 | IWD | 2,910 | $521 | 03/31/2024 | Cambridge Trust Co. | 3,146 | $520 | 12/31/2023 | IWD | 3,146 | $520 | 12/31/2023 | Fisher Asset Management LLC | 3,139 | $519 | 12/31/2023 | IWD | 3,139 | $519 | 12/31/2023 | Virtue Capital Management LLC | 3,149 | $518 | 12/31/2023 | IWD | 3,149 | $518 | 12/31/2023 | Dechtman Wealth Management LLC | 2,884 | $517 | 03/31/2024 | IWD | 2,884 | $517 | 03/31/2024 | Cornell Pochily Investment Advisors Inc. | 2,880 | $516 | 03/31/2024 | IWD | 2,880 | $516 | 03/31/2024 | Wealth Alliance | 3,116 | $515 | 12/31/2023 | IWD | 3,116 | $515 | 12/31/2023 | Mitchell Capital Management Co. | 3,081 | $509 | 12/31/2023 | IWD | 3,081 | $509 | 12/31/2023 | Townsquare Capital LLC | 3,078 | $509 | 12/31/2023 | IWD | 3,078 | $509 | 12/31/2023 | Empower Advisory Group LLC | 3,047 | $504 | 12/31/2023 | IWD | 3,047 | $504 | 12/31/2023 | Phocas Financial Corp. | 2,796 | $501 | 03/31/2024 | IWD | 2,796 | $501 | 03/31/2024 | Oversea Chinese Banking CORP Ltd | 3,180 | $501 | 12/31/2023 | IWD | 3,180 | $501 | 12/31/2023 | Oliver Luxxe Assets LLC | 2,792 | $500 | 03/31/2024 | IWD | 2,792 | $500 | 03/31/2024 | Crestwood Advisors Group LLC | 3,012 | $498 | 12/31/2023 | IWD | 3,012 | $498 | 12/31/2023 | Coastal Investment Advisors Inc. | 2,768 | $496 | 03/31/2024 | IWD | 2,768 | $496 | 03/31/2024 | Buckhead Capital Management LLC | 3,000 | $496 | 12/31/2023 | IWD | 3,000 | $496 | 12/31/2023 | Mount Lucas Management LP | 2,995 | $495 | 12/31/2023 | IWD | 2,995 | $495 | 12/31/2023 | Fort Sheridan Advisors LLC | 2,989 | $494 | 12/31/2023 | IWD | 2,989 | $494 | 12/31/2023 | Citizens & Northern Corp | 2,967 | $490 | 12/31/2023 | IWD | 2,967 | $490 | 12/31/2023 | Mirador Capital Partners LP | 2,719 | $487 | 03/31/2024 | IWD | 2,719 | $487 | 03/31/2024 | Money Concepts Capital Corp | 2,950 | $487 | 12/31/2023 | IWD | 2,950 | $487 | 12/31/2023 | PrairieView Partners LLC | 2,947 | $487 | 12/31/2023 | IWD | 2,947 | $487 | 12/31/2023 | Alpha Cubed Investments LLC | 2,700 | $484 | 03/31/2024 | IWD | 2,700 | $484 | 03/31/2024 | Exencial Wealth Advisors LLC | 2,928 | $484 | 12/31/2023 | IWD | 2,928 | $484 | 12/31/2023 | Insigneo Advisory Services LLC | 2,923 | $483 | 12/31/2023 | IWD | 2,923 | $483 | 12/31/2023 | Eight 31 Financial LLC | 2,919 | $482 | 12/31/2023 | IWD | 2,919 | $482 | 12/31/2023 | Edgemoor Investment Advisors Inc. | 2,906 | $480 | 12/31/2023 | IWD | 2,906 | $480 | 12/31/2023 | TBH Global Asset Management LLC | 2,904 | $480 | 12/31/2023 | IWD | 2,904 | $480 | 12/31/2023 | GFG Capital LLC | 2,901 | $479 | 12/31/2023 | IWD | 2,901 | $479 | 12/31/2023 | Trust Point Inc. | 2,659 | $476 | 03/31/2024 | IWD | 2,659 | $476 | 03/31/2024 | Sand Hill Global Advisors LLC | 2,862 | $473 | 12/31/2023 | IWD | 2,862 | $473 | 12/31/2023 | Plancorp LLC | 2,850 | $471 | 12/31/2023 | IWD | 2,850 | $471 | 12/31/2023 | Talisman Wealth Advisors LLC | 2,852 | $471 | 12/31/2023 | IWD | 2,852 | $471 | 12/31/2023 | WealthPLAN Partners LLC | 2,842 | $470 | 12/31/2023 | IWD | 2,842 | $470 | 12/31/2023 | American Trust | 2,828 | $467 | 12/31/2023 | IWD | 2,828 | $467 | 12/31/2023 | Massmutual Trust Co. FSB ADV | 2,581 | $462 | 03/31/2024 | IWD | 2,581 | $462 | 03/31/2024 | Bremer Bank National Association | 2,576 | $461 | 03/31/2024 | IWD | 2,576 | $461 | 03/31/2024 | JSF Financial LLC | 2,792 | $461 | 12/31/2023 | IWD | 2,792 | $461 | 12/31/2023 | AAFCPAs Wealth Management LLC | 2,783 | $460 | 12/31/2023 | IWD | 2,783 | $460 | 12/31/2023 | Fernwood Investment Management LLC | 2,773 | $458 | 12/31/2023 | IWD | 2,773 | $458 | 12/31/2023 | Glassman Wealth Services | 2,773 | $458 | 12/31/2023 | IWD | 2,773 | $458 | 12/31/2023 | Galvin Gaustad & Stein LLC | 2,529 | $453 | 03/31/2024 | IWD | 2,529 | $453 | 03/31/2024 | Tritonpoint Wealth LLC | 2,653 | $453 | 03/31/2024 | IWD | 2,653 | $453 | 03/31/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 2,525 | $452 | 03/31/2024 | IWD | 2,525 | $452 | 03/31/2024 | Ameritas Investment Partners Inc. | 2,730 | $451 | 12/31/2023 | IWD | 2,730 | $451 | 12/31/2023 | Bromfield Sneider Wealth Advisors | 2,511 | $450 | 03/31/2024 | IWD | 2,511 | $450 | 03/31/2024 | Acima Private Wealth LLC | 2,721 | $450 | 12/31/2023 | IWD | 2,721 | $450 | 12/31/2023 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 2,500 | $448 | 03/31/2024 | IWD | 2,500 | $448 | 03/31/2024 | Titleist Asset Management LLC | 2,688 | $444 | 12/31/2023 | IWD | 2,688 | $444 | 12/31/2023 | YHB Investment Advisors Inc. | 2,471 | $443 | 03/31/2024 | IWD | 2,471 | $443 | 03/31/2024 | Principal Securities Inc. | 2,683 | $443 | 12/31/2023 | IWD | 2,683 | $443 | 12/31/2023 | Gratus Capital LLC | 2,683 | $443 | 12/31/2023 | IWD | 2,683 | $443 | 12/31/2023 | Aire Advisors LLC | 2,680 | $443 | 12/31/2023 | IWD | 2,680 | $443 | 12/31/2023 | Arden Trust Co | 2,467 | $442 | 03/31/2024 | IWD | 2,467 | $442 | 03/31/2024 | Cypress Capital LLC | 2,655 | $439 | 12/31/2023 | IWD | 2,655 | $439 | 12/31/2023 | Parsons Capital Management Inc. RI | 2,428 | $435 | 03/31/2024 | IWD | 2,428 | $435 | 03/31/2024 | Red Door Wealth Management LLC | 2,430 | $435 | 03/31/2024 | IWD | 2,430 | $435 | 03/31/2024 | Atalanta Sosnoff Capital LLC | 2,630 | $435 | 12/31/2023 | IWD | 2,630 | $435 | 12/31/2023 | McNamara Financial Services Inc. | 2,424 | $434 | 03/31/2024 | IWD | 2,424 | $434 | 03/31/2024 | Truepoint Inc. | 2,626 | $434 | 12/31/2023 | IWD | 2,626 | $434 | 12/31/2023 | Orgel Wealth Management LLC | 2,420 | $433 | 03/31/2024 | IWD | 2,420 | $433 | 03/31/2024 | Chicago Wealth Management Inc. | 2,621 | $433 | 12/31/2023 | IWD | 2,621 | $433 | 12/31/2023 | Townsend Asset Management Corp NC ADV | 2,610 | $431 | 12/31/2023 | IWD | 2,610 | $431 | 12/31/2023 | Spotlight Asset Group Inc. | 2,831 | $430 | 12/31/2023 | IWD | 2,831 | $430 | 12/31/2023 | SC&H Financial Advisors Inc. | 2,602 | $430 | 12/31/2023 | IWD | 2,602 | $430 | 12/31/2023 | Heartwood Wealth Advisors LLC | 2,388 | $428 | 03/31/2024 | IWD | 2,388 | $428 | 03/31/2024 | Front Row Advisors LLC | 2,572 | $425 | 12/31/2023 | IWD | 2,572 | $425 | 12/31/2023 | Insight Advisors LLC PA | 2,546 | $421 | 12/31/2023 | IWD | 2,546 | $421 | 12/31/2023 | Salem Investment Counselors Inc. | 2,334 | $418 | 03/31/2024 | IWD | 2,334 | $418 | 03/31/2024 | Harvest Fund Management Co. Ltd | 2,522 | $417 | 12/31/2023 | IWD | 2,522 | $417 | 12/31/2023 | HT Partners LLC | 2,322 | $416 | 03/31/2024 | IWD | 2,322 | $416 | 03/31/2024 | MEMBERS Trust Co | 2,322 | $416 | 03/31/2024 | IWD | 2,322 | $416 | 03/31/2024 | Wolverine Trading LLC | | $415 | 12/31/2023 | Call | 7,400 | $1,223 | 12/31/2023 | Put | 6,200 | $1,025 | 12/31/2023 | IWD | 1,315 | $217 | 12/31/2023 | Strategic Financial Concepts LLC | 2,310 | $414 | 03/31/2024 | IWD | 2,310 | $414 | 03/31/2024 | Robinson Smith Wealth Advisors LLC | 2,309 | $414 | 03/31/2024 | IWD | 2,309 | $414 | 03/31/2024 | WealthBridge Capital Management LLC | 2,507 | $414 | 12/31/2023 | IWD | 2,507 | $414 | 12/31/2023 | Sage Mountain Advisors LLC | 2,303 | $412 | 03/31/2024 | IWD | 2,303 | $412 | 03/31/2024 | Elk River Wealth Management LLC | 2,300 | $412 | 03/31/2024 | IWD | 2,300 | $412 | 03/31/2024 | Spinnaker Trust | 2,479 | $410 | 12/31/2023 | IWD | 2,479 | $410 | 12/31/2023 | Heritage Financial Services LLC | 2,473 | $409 | 12/31/2023 | IWD | 2,473 | $409 | 12/31/2023 | Fusion Capital LLC | 2,468 | $408 | 12/31/2023 | IWD | 2,468 | $408 | 12/31/2023 | Petredis Investment Advisors LLC | 2,268 | $406 | 03/31/2024 | IWD | 2,268 | $406 | 03/31/2024 | Montis Financial LLC | 2,262 | $405 | 03/31/2024 | IWD | 2,262 | $405 | 03/31/2024 | USAdvisors Wealth Management LLC | 2,428 | $401 | 12/31/2023 | IWD | 2,428 | $401 | 12/31/2023 | American National Bank | 2,215 | $397 | 03/31/2024 | IWD | 2,215 | $397 | 03/31/2024 | Clarity Financial LLC | 2,209 | $396 | 03/31/2024 | IWD | 2,209 | $396 | 03/31/2024 | FourThought Financial Partners LLC | 2,397 | $396 | 12/31/2023 | IWD | 2,397 | $396 | 12/31/2023 | Jentner Corp | 2,384 | $394 | 12/31/2023 | IWD | 2,384 | $394 | 12/31/2023 | Global Trust Asset Management LLC | 2,196 | $393 | 03/31/2024 | IWD | 2,196 | $393 | 03/31/2024 | Marino Stram & Associates LLC | 2,182 | $391 | 03/31/2024 | IWD | 2,182 | $391 | 03/31/2024 | Perfromance Wealth Partners LLC | 2,368 | $391 | 12/31/2023 | IWD | 2,368 | $391 | 12/31/2023 | Pasadena Private Wealth LLC | 2,177 | $390 | 03/31/2024 | IWD | 2,177 | $390 | 03/31/2024 | Pettyjohn Wood & White Inc. | 2,360 | $390 | 12/31/2023 | IWD | 2,360 | $390 | 12/31/2023 | First Citizens Asset Management Inc. | 2,362 | $390 | 12/31/2023 | IWD | 2,362 | $390 | 12/31/2023 | Sigma Planning Corp | 2,351 | $389 | 12/31/2023 | IWD | 2,351 | $389 | 12/31/2023 | Alliance Wealth Management Group | 2,353 | $389 | 12/31/2023 | IWD | 2,353 | $389 | 12/31/2023 | Tortoise Investment Management LLC | 2,348 | $388 | 12/31/2023 | IWD | 2,348 | $388 | 12/31/2023 | DiNuzzo Private Wealth Inc. | 2,346 | $388 | 12/31/2023 | IWD | 2,346 | $388 | 12/31/2023 | Riverpoint Wealth Management Holdings LLC | 2,340 | $387 | 12/31/2023 | IWD | 2,340 | $387 | 12/31/2023 | CWS Financial Advisors LLC | 2,334 | $386 | 12/31/2023 | IWD | 2,334 | $386 | 12/31/2023 | LJI Wealth Management LLC | 2,330 | $385 | 12/31/2023 | IWD | 2,330 | $385 | 12/31/2023 | Gibson Capital LLC | 2,146 | $384 | 03/31/2024 | IWD | 2,146 | $384 | 03/31/2024 | Chevy Chase Trust Holdings Inc. | 2,324 | $384 | 12/31/2023 | IWD | 2,324 | $384 | 12/31/2023 | Zhang Financial LLC | 2,138 | $383 | 03/31/2024 | IWD | 2,138 | $383 | 03/31/2024 | Weatherly Asset Management L. P. | 2,128 | $381 | 03/31/2024 | IWD | 2,128 | $381 | 03/31/2024 | Lake Street Advisors Group LLC | 2,308 | $381 | 12/31/2023 | IWD | 2,308 | $381 | 12/31/2023 | Soltis Investment Advisors LLC | 2,293 | $379 | 12/31/2023 | IWD | 2,293 | $379 | 12/31/2023 | Schoolcraft Capital LLC | 2,108 | $378 | 03/31/2024 | IWD | 2,108 | $378 | 03/31/2024 | Pittenger & Anderson Inc. | 2,270 | $375 | 12/31/2023 | IWD | 2,270 | $375 | 12/31/2023 | Stephenson & Company Inc. | 2,254 | $373 | 12/31/2023 | IWD | 2,254 | $373 | 12/31/2023 | FinTrust Capital Advisors LLC | 2,250 | $372 | 12/31/2023 | IWD | 2,250 | $372 | 12/31/2023 | Wedmont Private Capital | 2,082 | $369 | 03/31/2024 | IWD | 2,082 | $369 | 03/31/2024 | Rockwood Wealth Management LLC | 2,060 | $369 | 03/31/2024 | IWD | 2,060 | $369 | 03/31/2024 | Austin Asset Management Co Inc | 2,056 | $368 | 03/31/2024 | IWD | 2,056 | $368 | 03/31/2024 | Capital Analysts LLC | 2,226 | $368 | 12/31/2023 | IWD | 2,226 | $368 | 12/31/2023 | Nicholas Hoffman & Company LLC. | 2,051 | $367 | 03/31/2024 | IWD | 2,051 | $367 | 03/31/2024 | Hollencrest Capital Management | 2,221 | $367 | 12/31/2023 | IWD | 2,221 | $367 | 12/31/2023 | Klingman & Associates LLC | 2,218 | $367 | 12/31/2023 | IWD | 2,218 | $367 | 12/31/2023 | Keebeck Wealth Management LLC | 2,213 | $366 | 12/31/2023 | IWD | 2,213 | $366 | 12/31/2023 | Greenspring Advisors LLC | 2,040 | $365 | 03/31/2024 | IWD | 2,040 | $365 | 03/31/2024 | AdvisorNet Financial Inc | 2,034 | $364 | 03/31/2024 | IWD | 2,034 | $364 | 03/31/2024 | GW&K Investment Management LLC | 2,200 | $364 | 12/31/2023 | IWD | 2,200 | $364 | 12/31/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 2,204 | $364 | 12/31/2023 | IWD | 2,204 | $364 | 12/31/2023 | Triangle Securities Wealth Management | 2,029 | $363 | 03/31/2024 | IWD | 2,029 | $363 | 03/31/2024 | Hazlett Burt & Watson Inc. | 2,182 | $362 | 12/31/2023 | IWD | 2,182 | $362 | 12/31/2023 | Bartlett & Co. LLC | 2,185 | $362 | 12/31/2023 | IWD | 2,185 | $362 | 12/31/2023 | Washington Trust Advisors Inc. | 2,191 | $362 | 12/31/2023 | IWD | 2,191 | $362 | 12/31/2023 | Bartlett & CO. Wealth Management LLC | 2,185 | $362 | 12/31/2023 | IWD | 2,185 | $362 | 12/31/2023 | MCF Advisors LLC | 2,015 | $361 | 03/31/2024 | IWD | 2,015 | $361 | 03/31/2024 | Institute for Wealth Management LLC. | 2,186 | $361 | 12/31/2023 | IWD | 2,186 | $361 | 12/31/2023 | RKL Wealth Management LLC | 2,186 | $361 | 12/31/2023 | IWD | 2,186 | $361 | 12/31/2023 | Smith Salley & Associates | 2,176 | $360 | 12/31/2023 | IWD | 2,176 | $360 | 12/31/2023 | Curran Financial Partners LLC | 2,186 | $359 | 12/31/2023 | IWD | 2,186 | $359 | 12/31/2023 | Abner Herrman & Brock LLC | 2,000 | $358 | 03/31/2024 | IWD | 2,000 | $358 | 03/31/2024 | Canal Capital Management LLC | 2,000 | $358 | 03/31/2024 | IWD | 2,000 | $358 | 03/31/2024 | DB Fitzpatrick & Co Inc | 1,997 | $358 | 03/31/2024 | IWD | 1,997 | $358 | 03/31/2024 | Safeguard Financial LLC | 1,982 | $355 | 03/31/2024 | IWD | 1,982 | $355 | 03/31/2024 | Coastwise Capital Group LLC | 2,150 | $355 | 12/31/2023 | IWD | 2,150 | $355 | 12/31/2023 | Wells Trecaso Financial Group LLC | 1,971 | $353 | 03/31/2024 | IWD | 1,971 | $353 | 03/31/2024 | Gray Private Wealth LLC | 1,970 | $353 | 03/31/2024 | IWD | 1,970 | $353 | 03/31/2024 | McClarren Financial Advisors Inc. | 2,137 | $353 | 12/31/2023 | IWD | 2,137 | $353 | 12/31/2023 | FineMark National Bank & Trust | 2,124 | $351 | 12/31/2023 | IWD | 2,124 | $351 | 12/31/2023 | Farther Finance Advisors LLC | 2,116 | $350 | 12/31/2023 | IWD | 2,116 | $350 | 12/31/2023 | Meridian Wealth Advisors LLC | 2,114 | $349 | 12/31/2023 | IWD | 2,114 | $349 | 12/31/2023 | Private Wealth Strategies L.L.C. | 2,114 | $349 | 12/31/2023 | IWD | 2,114 | $349 | 12/31/2023 | Oder Investment Management LLC | 2,108 | $348 | 12/31/2023 | IWD | 2,108 | $348 | 12/31/2023 | Rockland Trust Co. | 1,940 | $347 | 03/31/2024 | IWD | 1,940 | $347 | 03/31/2024 | Inspirion Wealth Advisors LLC | 1,936 | $347 | 03/31/2024 | IWD | 1,936 | $347 | 03/31/2024 | Cornerstone Wealth Group LLC | 1,936 | $347 | 03/31/2024 | IWD | 1,936 | $347 | 03/31/2024 | BKM Wealth Management LLC | 1,930 | $346 | 03/31/2024 | IWD | 1,930 | $346 | 03/31/2024 | Forum Private Client Group LLC | 2,093 | $346 | 12/31/2023 | IWD | 2,093 | $346 | 12/31/2023 | Philip James Wealth Mangement LLC | 2,096 | $346 | 12/31/2023 | IWD | 2,096 | $346 | 12/31/2023 | Mcdonald Partners LLC | 1,926 | $345 | 03/31/2024 | IWD | 1,926 | $345 | 03/31/2024 | Armstrong Advisory Group Inc. | 2,090 | $345 | 03/31/2024 | IWD | 2,090 | $345 | 03/31/2024 | Aptus Capital Advisors LLC | 2,087 | $345 | 12/31/2023 | IWD | 2,087 | $345 | 12/31/2023 | Belpointe Asset Management LLC | 2,088 | $345 | 12/31/2023 | IWD | 2,088 | $345 | 12/31/2023 | Phoenix Wealth Advisors | 1,920 | $344 | 03/31/2024 | IWD | 1,920 | $344 | 03/31/2024 | Sicart Associates LLC | 2,082 | $344 | 12/31/2023 | IWD | 2,082 | $344 | 12/31/2023 | Willner & Heller LLC | 2,081 | $344 | 12/31/2023 | IWD | 2,081 | $344 | 12/31/2023 | Guardian Wealth Advisors LLC NC | 2,081 | $343 | 12/31/2023 | IWD | 2,081 | $343 | 12/31/2023 | IFG Advisors LLC | 1,911 | $342 | 03/31/2024 | IWD | 1,911 | $342 | 03/31/2024 | Arbor Wealth Advisors LLC | 1,910 | $342 | 03/31/2024 | IWD | 1,910 | $342 | 03/31/2024 | Charles Schwab Investment Advisory Inc. | 2,072 | $342 | 12/31/2023 | IWD | 2,072 | $342 | 12/31/2023 | Delta Financial Group Inc. | 2,058 | $340 | 12/31/2023 | IWD | 2,058 | $340 | 12/31/2023 | Lakeview Capital Partners LLC | 2,050 | $339 | 12/31/2023 | IWD | 2,050 | $339 | 12/31/2023 | Franklin Parlapiano Turner & Welch LLC | 2,053 | $339 | 12/31/2023 | IWD | 2,053 | $339 | 12/31/2023 | Pinnacle Bank | 1,888 | $338 | 03/31/2024 | IWD | 1,888 | $338 | 03/31/2024 | Good Life Advisors LLC | 2,045 | $338 | 12/31/2023 | IWD | 2,045 | $338 | 12/31/2023 | Planning Capital Management Corp | 1,879 | $337 | 03/31/2024 | IWD | 1,879 | $337 | 03/31/2024 | WASHINGTON TRUST Co | 1,872 | $335 | 03/31/2024 | IWD | 1,872 | $335 | 03/31/2024 | True Link Financial Advisors LLC | 1,873 | $335 | 03/31/2024 | IWD | 1,873 | $335 | 03/31/2024 | Cedar Brook Financial Partners LLC | 1,861 | $333 | 03/31/2024 | IWD | 1,861 | $333 | 03/31/2024 | Root Financial Partners LLC | 1,860 | $333 | 03/31/2024 | IWD | 1,860 | $333 | 03/31/2024 | Jaffetilchin Investment Partners LLC | 2,016 | $333 | 12/31/2023 | IWD | 2,016 | $333 | 12/31/2023 | LM Advisors LLC | 2,015 | $333 | 12/31/2023 | IWD | 2,015 | $333 | 12/31/2023 | Kowal Investment Group LLC | 1,851 | $332 | 03/31/2024 | IWD | 1,851 | $332 | 03/31/2024 | Green Harvest Asset Management LLC | 2,012 | $332 | 12/31/2023 | IWD | 2,012 | $332 | 12/31/2023 | DGS Capital Management LLC | 1,847 | $331 | 03/31/2024 | IWD | 1,847 | $331 | 03/31/2024 | Matisse Capital | 2,001 | $331 | 12/31/2023 | IWD | 2,001 | $331 | 12/31/2023 | LaFleur & Godfrey LLC | 1,842 | $330 | 03/31/2024 | IWD | 1,842 | $330 | 03/31/2024 | MBL Wealth LLC | 1,844 | $330 | 03/31/2024 | IWD | 1,844 | $330 | 03/31/2024 | Schroder Investment Management Group | 1,980 | $327 | 12/31/2023 | IWD | 1,980 | $327 | 12/31/2023 | Highview Capital Management LLC DE | 1,820 | $326 | 03/31/2024 | IWD | 1,820 | $326 | 03/31/2024 | Strategies Wealth Advisors LLC | 1,821 | $326 | 03/31/2024 | IWD | 1,821 | $326 | 03/31/2024 | Advisor OS LLC | 1,974 | $326 | 12/31/2023 | IWD | 1,974 | $326 | 12/31/2023 | Hamilton Point Investment Advisors LLC | 1,965 | $325 | 12/31/2023 | IWD | 1,965 | $325 | 12/31/2023 | PBMares Wealth Management LLC | 1,963 | $324 | 12/31/2023 | IWD | 1,963 | $324 | 12/31/2023 | ICA Group Wealth Management LLC | 1,950 | $322 | 12/31/2023 | IWD | 1,950 | $322 | 12/31/2023 | Blue Bell Private Wealth Management LLC | 1,792 | $321 | 03/31/2024 | IWD | 1,792 | $321 | 03/31/2024 | Wealth Management Partners LLC | 1,788 | $320 | 03/31/2024 | IWD | 1,788 | $320 | 03/31/2024 | First National Bank of Omaha | 1,925 | $318 | 12/31/2023 | IWD | 1,925 | $318 | 12/31/2023 | Kovitz Investment Group Partners LLC | 1,926 | $318 | 12/31/2023 | IWD | 1,926 | $318 | 12/31/2023 | Transcend Wealth Collective LLC | 1,927 | $318 | 12/31/2023 | IWD | 1,927 | $318 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 1,918 | $317 | 12/31/2023 | IWD | 1,918 | $317 | 12/31/2023 | Cozad Asset Management Inc. | 1,910 | $316 | 12/31/2023 | IWD | 1,910 | $316 | 12/31/2023 | Grey Street Capital LLC | 1,912 | $316 | 12/31/2023 | IWD | 1,912 | $316 | 12/31/2023 | Altus Wealth Management LLC | 1,761 | $315 | 03/31/2024 | IWD | 1,761 | $315 | 03/31/2024 | Integris Wealth Management LLC | 1,900 | $314 | 12/31/2023 | IWD | 1,900 | $314 | 12/31/2023 | Gallacher Capital Management LLC | 1,885 | $311 | 12/31/2023 | IWD | 1,885 | $311 | 12/31/2023 | Fifth Third Wealth Advisors LLC | 1,729 | $310 | 03/31/2024 | IWD | 1,729 | $310 | 03/31/2024 | FCG Investment Co | 1,725 | $309 | 03/31/2024 | IWD | 1,725 | $309 | 03/31/2024 | Ironwood Investment Management LLC | 1,867 | $309 | 12/31/2023 | IWD | 1,867 | $309 | 12/31/2023 | Noesis Capital Mangement Corp | 1,869 | $309 | 12/31/2023 | IWD | 1,869 | $309 | 12/31/2023 | ShoreHaven Wealth Partners LLC | 1,872 | $309 | 12/31/2023 | IWD | 1,872 | $309 | 12/31/2023 | Allen Mooney & Barnes Investment Advisors LLC | 1,748 | $305 | 03/31/2024 | IWD | 1,748 | $305 | 03/31/2024 | PACK Private Wealth LLC | 1,842 | $304 | 12/31/2023 | IWD | 1,842 | $304 | 12/31/2023 | Ritter Daniher Financial Advisory LLC DE | 1,842 | $304 | 12/31/2023 | IWD | 1,842 | $304 | 12/31/2023 | Mechanics Bank Trust Department | 1,685 | $302 | 03/31/2024 | IWD | 1,685 | $302 | 03/31/2024 | Stone Point Wealth LLC | 1,827 | $302 | 12/31/2023 | IWD | 1,827 | $302 | 12/31/2023 | SageView Advisory Group LLC | 1,805 | $302 | 12/31/2023 | IWD | 1,805 | $302 | 12/31/2023 | JNBA Financial Advisors | 1,681 | $301 | 03/31/2024 | IWD | 1,681 | $301 | 03/31/2024 | First PREMIER Bank | 1,680 | $301 | 03/31/2024 | IWD | 1,680 | $301 | 03/31/2024 | Davis R M Inc. | 1,816 | $300 | 12/31/2023 | IWD | 1,816 | $300 | 12/31/2023 | CIBC World Markets Inc. | 1,804 | $298 | 12/31/2023 | IWD | 1,804 | $298 | 12/31/2023 | Moss Adams Wealth Advisors LLC | 1,804 | $298 | 12/31/2023 | IWD | 1,804 | $298 | 12/31/2023 | Aspire Private Capital LLC | 1,660 | $297 | 03/31/2024 | IWD | 1,660 | $297 | 03/31/2024 | Fortitude Advisory Group L.L.C. | 1,797 | $297 | 12/31/2023 | IWD | 1,797 | $297 | 12/31/2023 | Doliver Advisors LP | 1,650 | $296 | 03/31/2024 | IWD | 1,650 | $296 | 03/31/2024 | Tanager Wealth Management LLP | 1,791 | $296 | 12/31/2023 | IWD | 1,791 | $296 | 12/31/2023 | S.E.E.D. Planning Group LLC | 1,649 | $295 | 03/31/2024 | IWD | 1,649 | $295 | 03/31/2024 | SeaCrest Wealth Management LLC | 1,644 | $294 | 03/31/2024 | IWD | 1,644 | $294 | 03/31/2024 | Proequities Inc. | 1,776 | $294 | 12/31/2023 | IWD | 1,776 | $294 | 12/31/2023 | Evoke Wealth LLC | 1,777 | $294 | 12/31/2023 | IWD | 1,777 | $294 | 12/31/2023 | Columbia Trust Co 01012016 | 1,778 | $294 | 12/31/2023 | IWD | 1,778 | $294 | 12/31/2023 | Total Wealth Planning LLC | 1,635 | $293 | 03/31/2024 | IWD | 1,635 | $293 | 03/31/2024 | First Commonwealth Financial Corp PA | 1,772 | $293 | 12/31/2023 | IWD | 1,772 | $293 | 12/31/2023 | Rice Partnership LLC | 1,771 | $293 | 12/31/2023 | IWD | 1,771 | $293 | 12/31/2023 | AFS Financial Group LLC | 1,774 | $293 | 12/31/2023 | IWD | 1,774 | $293 | 12/31/2023 | Fountainhead AM LLC | 1,769 | $292 | 12/31/2023 | IWD | 1,769 | $292 | 12/31/2023 | Madison Wealth Partners Inc | 1,765 | $292 | 12/31/2023 | IWD | 1,765 | $292 | 12/31/2023 | Sonora Investment Management Group LLC | 1,767 | $292 | 12/31/2023 | IWD | 1,767 | $292 | 12/31/2023 | KCM Investment Advisors LLC | 1,759 | $291 | 12/31/2023 | IWD | 1,759 | $291 | 12/31/2023 | Journey Advisory Group LLC | 1,761 | $291 | 12/31/2023 | IWD | 1,761 | $291 | 12/31/2023 | Principle Wealth Partners LLC | 1,620 | $290 | 03/31/2024 | IWD | 1,620 | $290 | 03/31/2024 | Echo Wealth Management LLC | 1,619 | $290 | 03/31/2024 | IWD | 1,619 | $290 | 03/31/2024 | Trust Co | 1,611 | $289 | 03/31/2024 | IWD | 1,611 | $289 | 03/31/2024 | Fairway Wealth LLC | 1,745 | $288 | 12/31/2023 | IWD | 1,745 | $288 | 12/31/2023 | Wealth Architects LLC | 1,740 | $287 | 12/31/2023 | IWD | 1,740 | $287 | 12/31/2023 | M&R Capital Management Inc. | 1,596 | $286 | 03/31/2024 | IWD | 1,596 | $286 | 03/31/2024 | Advisor Resource Council | 1,694 | $286 | 03/31/2024 | IWD | 1,694 | $286 | 03/31/2024 | Frank Rimerman Advisors LLC | 1,728 | $286 | 12/31/2023 | IWD | 1,728 | $286 | 12/31/2023 | JT Stratford LLC | 1,726 | $285 | 12/31/2023 | IWD | 1,726 | $285 | 12/31/2023 | Berkshire Bank | 1,586 | $284 | 03/31/2024 | IWD | 1,586 | $284 | 03/31/2024 | Rathbone Brothers plc | 1,712 | $283 | 12/31/2023 | IWD | 1,712 | $283 | 12/31/2023 | Secure Asset Management LLC | 1,712 | $283 | 12/31/2023 | IWD | 1,712 | $283 | 12/31/2023 | Stockman Wealth Management Inc. | 1,575 | $282 | 03/31/2024 | IWD | 1,575 | $282 | 03/31/2024 | Rainey & Randall Investment Management Inc. | 1,574 | $282 | 03/31/2024 | IWD | 1,574 | $282 | 03/31/2024 | Jamison Private Wealth Management Inc. | 1,573 | $282 | 03/31/2024 | IWD | 1,573 | $282 | 03/31/2024 | ORG Partners LLC | 1,704 | $282 | 12/31/2023 | IWD | 1,704 | $282 | 12/31/2023 | Moors & Cabot Inc. | 1,703 | $281 | 12/31/2023 | IWD | 1,703 | $281 | 12/31/2023 | Hourglass Capital LLC | 1,560 | $279 | 03/31/2024 | IWD | 1,560 | $279 | 03/31/2024 | Steel Peak Wealth Management LLC | 1,558 | $279 | 03/31/2024 | IWD | 1,558 | $279 | 03/31/2024 | Sunbelt Securities Inc. | 1,554 | $278 | 03/31/2024 | IWD | 1,554 | $278 | 03/31/2024 | One Day In July LLC | 1,554 | $278 | 03/31/2024 | IWD | 1,554 | $278 | 03/31/2024 | BCGM Wealth Management LLC | 1,683 | $278 | 12/31/2023 | IWD | 1,683 | $278 | 12/31/2023 | EWA LLC | 1,656 | $276 | 12/31/2023 | IWD | 1,656 | $276 | 12/31/2023 | Epic Trust Investment Advisors LLC | 1,528 | $274 | 03/31/2024 | IWD | 1,528 | $274 | 03/31/2024 | Braun Stacey Associates Inc. | 1,653 | $273 | 12/31/2023 | IWD | 1,653 | $273 | 12/31/2023 | MY Purposeful Wealth CORP. | 1,653 | $273 | 12/31/2023 | IWD | 1,653 | $273 | 12/31/2023 | Transform Wealth LLC | 1,515 | $271 | 03/31/2024 | IWD | 1,515 | $271 | 03/31/2024 | Oak Family Advisors LLC | 1,511 | $271 | 03/31/2024 | IWD | 1,511 | $271 | 03/31/2024 | Fort Washington Investment Advisors Inc. OH | 1,631 | $270 | 03/31/2024 | IWD | 1,631 | $270 | 03/31/2024 | Legacy Wealth Management Inc | 1,504 | $269 | 03/31/2024 | IWD | 1,504 | $269 | 03/31/2024 | King Wealth | 1,626 | $269 | 12/31/2023 | IWD | 1,626 | $269 | 12/31/2023 | Merriman Wealth Management LLC | 1,628 | $269 | 12/31/2023 | IWD | 1,628 | $269 | 12/31/2023 | Inscription Capital LLC | 1,512 | $268 | 03/31/2024 | IWD | 1,512 | $268 | 03/31/2024 | Alliance Wealth Advisors LLC | 1,495 | $268 | 03/31/2024 | IWD | 1,495 | $268 | 03/31/2024 | Ledyard National Bank | 1,613 | $267 | 12/31/2023 | IWD | 1,613 | $267 | 12/31/2023 | Sabal Trust CO | 1,614 | $267 | 12/31/2023 | IWD | 1,614 | $267 | 12/31/2023 | Baker Ellis Asset Management LLC | 1,487 | $266 | 03/31/2024 | IWD | 1,487 | $266 | 03/31/2024 | Beacon Capital Management LLC | 1,753 | $266 | 12/31/2023 | IWD | 1,753 | $266 | 12/31/2023 | Ridgecrest Wealth Partners LLC | 1,480 | $265 | 03/31/2024 | IWD | 1,480 | $265 | 03/31/2024 | SYSTM Wealth Solutions LLC | 1,481 | $265 | 03/31/2024 | IWD | 1,481 | $265 | 03/31/2024 | Beech Hill Advisors Inc. | 1,474 | $264 | 03/31/2024 | IWD | 1,474 | $264 | 03/31/2024 | Greenhouse Wealth Management LLC | 1,466 | $263 | 03/31/2024 | IWD | 1,466 | $263 | 03/31/2024 | Watershed Private Wealth LLC | 1,594 | $263 | 12/31/2023 | IWD | 1,594 | $263 | 12/31/2023 | GSA Capital Partners LLP | 1,584 | $262 | 12/31/2023 | IWD | 1,584 | $262 | 12/31/2023 | Bell Bank | 1,451 | $260 | 03/31/2024 | IWD | 1,451 | $260 | 03/31/2024 | Avondale Wealth Management | 1,454 | $260 | 03/31/2024 | IWD | 1,454 | $260 | 03/31/2024 | Beaird Harris Wealth Management LLC | 1,575 | $260 | 12/31/2023 | IWD | 1,575 | $260 | 12/31/2023 | Gordian Advisors LLC | 1,446 | $259 | 03/31/2024 | IWD | 1,446 | $259 | 03/31/2024 | Grandfield & Dodd LLC | 1,557 | $257 | 12/31/2023 | IWD | 1,557 | $257 | 12/31/2023 | Manchester Financial Inc. | 1,429 | $256 | 03/31/2024 | IWD | 1,429 | $256 | 03/31/2024 | PDS Planning Inc | 1,547 | $256 | 12/31/2023 | IWD | 1,547 | $256 | 12/31/2023 | Sollinda Capital Management LLC | 1,423 | $255 | 03/31/2024 | IWD | 1,423 | $255 | 03/31/2024 | Executive Wealth Management LLC | 1,545 | $255 | 12/31/2023 | IWD | 1,545 | $255 | 12/31/2023 | Keb Asset Management LLC | 1,420 | $254 | 03/31/2024 | IWD | 1,420 | $254 | 03/31/2024 | Summit Investment Advisory Services LLC | 1,416 | $254 | 03/31/2024 | IWD | 1,416 | $254 | 03/31/2024 | GM Advisory Group Inc. | 1,536 | $254 | 12/31/2023 | IWD | 1,536 | $254 | 12/31/2023 | Madrona Financial Services LLC | 1,413 | $253 | 03/31/2024 | IWD | 1,413 | $253 | 03/31/2024 | Poehling Capital Management LLC | 1,534 | $253 | 12/31/2023 | IWD | 1,534 | $253 | 12/31/2023 | Pacifica Partners Inc. | 1,435 | $252 | 03/31/2024 | IWD | 1,435 | $252 | 03/31/2024 | BCS Wealth Management | 1,401 | $251 | 03/31/2024 | IWD | 1,401 | $251 | 03/31/2024 | MorganRosel Wealth Management LLC | 1,398 | $250 | 03/31/2024 | IWD | 1,398 | $250 | 03/31/2024 | Private Wealth Partners LLC | 1,509 | $249 | 12/31/2023 | IWD | 1,509 | $249 | 12/31/2023 | Power Wealth Management LLC | 1,505 | $249 | 12/31/2023 | IWD | 1,505 | $249 | 12/31/2023 | Vise Technologies Inc. | 1,495 | $247 | 12/31/2023 | IWD | 1,495 | $247 | 12/31/2023 | NBT Bank N A NY | 1,375 | $246 | 03/31/2024 | IWD | 1,375 | $246 | 03/31/2024 | Horst & Graben Wealth Management LLC | 1,374 | $246 | 03/31/2024 | IWD | 1,374 | $246 | 03/31/2024 | Northstar Asset Management Inc. | 1,480 | $245 | 12/31/2023 | IWD | 1,480 | $245 | 12/31/2023 | McIlrath & Eck LLC | 1,481 | $245 | 12/31/2023 | IWD | 1,481 | $245 | 12/31/2023 | Greatmark Investment Partners Inc. | 1,477 | $244 | 12/31/2023 | IWD | 1,477 | $244 | 12/31/2023 | BCJ Capital Management LLC | 1,477 | $244 | 12/31/2023 | IWD | 1,477 | $244 | 12/31/2023 | Platform Technology Partners | 1,451 | $244 | 12/31/2023 | IWD | 1,451 | $244 | 12/31/2023 | Benchmark Investment Advisors LLC | 1,477 | $244 | 12/31/2023 | IWD | 1,477 | $244 | 12/31/2023 | Catalytic Wealth RIA LLC | 1,477 | $244 | 12/31/2023 | IWD | 1,477 | $244 | 12/31/2023 | Jackson Grant Investment Advisers Inc. | 1,473 | $243 | 12/31/2023 | IWD | 1,473 | $243 | 12/31/2023 | Elm Partners Management LLC | 1,472 | $243 | 12/31/2023 | IWD | 1,472 | $243 | 12/31/2023 | Northwest Quadrant Wealth Management LLC | 1,351 | $242 | 03/31/2024 | IWD | 1,351 | $242 | 03/31/2024 | Vaughan David Investments LLC IL | 1,467 | $242 | 12/31/2023 | IWD | 1,467 | $242 | 12/31/2023 | 180 Wealth Advisors LLC | 1,348 | $241 | 03/31/2024 | IWD | 1,348 | $241 | 03/31/2024 | Morgan Dempsey Capital Management LLC | 1,457 | $241 | 12/31/2023 | IWD | 1,457 | $241 | 12/31/2023 | O Dell Group LLC | 1,455 | $240 | 12/31/2023 | IWD | 1,455 | $240 | 12/31/2023 | Bank of Hawaii | 1,447 | $239 | 12/31/2023 | IWD | 1,447 | $239 | 12/31/2023 | Cornerstone Management Inc. | 1,446 | $239 | 12/31/2023 | IWD | 1,446 | $239 | 12/31/2023 | Monument Capital Management | 1,331 | $238 | 03/31/2024 | IWD | 1,331 | $238 | 03/31/2024 | Bridgeworth LLC | 1,439 | $238 | 12/31/2023 | IWD | 1,439 | $238 | 12/31/2023 | Columbia Asset Management | 1,435 | $237 | 12/31/2023 | IWD | 1,435 | $237 | 12/31/2023 | StrategIQ Financial Group LLC | 1,433 | $237 | 12/31/2023 | IWD | 1,433 | $237 | 12/31/2023 | S&T Bank | 1,430 | $236 | 12/31/2023 | IWD | 1,430 | $236 | 12/31/2023 | Csenge Advisory Group | 1,422 | $235 | 12/31/2023 | IWD | 1,422 | $235 | 12/31/2023 | Meeder Advisory Services Inc. | 1,423 | $235 | 12/31/2023 | IWD | 1,423 | $235 | 12/31/2023 | Roberts Glore & Co. Inc. IL | 1,417 | $234 | 12/31/2023 | IWD | 1,417 | $234 | 12/31/2023 | Fiera Capital Corp | 1,413 | $233 | 12/31/2023 | IWD | 1,413 | $233 | 12/31/2023 | FFT Wealth Management LLC | 1,398 | $231 | 12/31/2023 | IWD | 1,398 | $231 | 12/31/2023 | Motco | 1,392 | $230 | 12/31/2023 | IWD | 1,392 | $230 | 12/31/2023 | S.A. Mason LLC | 1,277 | $229 | 03/31/2024 | IWD | 1,277 | $229 | 03/31/2024 | Strategic Family Wealth Counselors L.L.C. | 1,383 | $229 | 12/31/2023 | IWD | 1,383 | $229 | 12/31/2023 | 9258 Wealth Management LLC | 1,387 | $229 | 12/31/2023 | IWD | 1,387 | $229 | 12/31/2023 | CoreCap Advisors LLC | 1,373 | $227 | 12/31/2023 | IWD | 1,373 | $227 | 12/31/2023 | Independent Advisor Alliance | 1,366 | $226 | 12/31/2023 | IWD | 1,366 | $226 | 12/31/2023 | Lakeridge Wealth Management LLC | 1,362 | $225 | 12/31/2023 | IWD | 1,362 | $225 | 12/31/2023 | Steele Capital Management Inc. | 1,247 | $223 | 03/31/2024 | IWD | 1,247 | $223 | 03/31/2024 | Wetherby Asset Management Inc. | 1,351 | $223 | 12/31/2023 | IWD | 1,351 | $223 | 12/31/2023 | Community Financial Services Group LLC | 1,239 | $222 | 03/31/2024 | IWD | 1,239 | $222 | 03/31/2024 | Eudaimonia Advisors LLC | 1,240 | $222 | 03/31/2024 | IWD | 1,240 | $222 | 03/31/2024 | Patten & Patten Inc. TN | 1,341 | $222 | 12/31/2023 | IWD | 1,341 | $222 | 12/31/2023 | Abbrea Capital LLC | 1,345 | $222 | 12/31/2023 | IWD | 1,345 | $222 | 12/31/2023 | Atwood & Palmer Inc. | 1,234 | $221 | 03/31/2024 | IWD | 1,234 | $221 | 03/31/2024 | NovaPoint Capital LLC | 1,236 | $221 | 03/31/2024 | IWD | 1,236 | $221 | 03/31/2024 | HM Payson & Co. | 1,329 | $220 | 12/31/2023 | IWD | 1,329 | $220 | 12/31/2023 | WealthTrust Axiom LLC | 1,333 | $220 | 12/31/2023 | IWD | 1,333 | $220 | 12/31/2023 | Harmony Asset Management LLC | 1,332 | $220 | 12/31/2023 | IWD | 1,332 | $220 | 12/31/2023 | Rappaport Reiches Capital Management LLC | 1,220 | $219 | 03/31/2024 | IWD | 1,220 | $219 | 03/31/2024 | Pin Oak Investment Advisors Inc. | 1,324 | $219 | 12/31/2023 | IWD | 1,324 | $219 | 12/31/2023 | Liberty Wealth Management LLC | 1,322 | $219 | 12/31/2023 | IWD | 1,322 | $219 | 12/31/2023 | LongView Wealth Management | 1,216 | $218 | 03/31/2024 | IWD | 1,216 | $218 | 03/31/2024 | Lakeshore Financial Planning Inc. | 1,318 | $218 | 12/31/2023 | IWD | 1,318 | $218 | 12/31/2023 | Northwest Wealth Management LLC | 1,316 | $217 | 12/31/2023 | IWD | 1,316 | $217 | 12/31/2023 | Lokken Investment Group LLC | 1,314 | $217 | 12/31/2023 | IWD | 1,314 | $217 | 12/31/2023 | Matrix Private Capital Group LLC | 1,313 | $217 | 12/31/2023 | IWD | 1,313 | $217 | 12/31/2023 | Dfpg Investments LLC | 1,315 | $216 | 12/31/2023 | IWD | 1,315 | $216 | 12/31/2023 | MTM Investment Management LLC | 1,201 | $215 | 03/31/2024 | IWD | 1,201 | $215 | 03/31/2024 | Sharper & Granite LLC | 1,219 | $215 | 03/31/2024 | IWD | 1,219 | $215 | 03/31/2024 | ARS Investment Partners LLC | 1,298 | $214 | 12/31/2023 | IWD | 1,298 | $214 | 12/31/2023 | Texas Capital Bancshares Inc. TX | 1,292 | $214 | 12/31/2023 | IWD | 1,292 | $214 | 12/31/2023 | Ratio Wealth Group | 1,289 | $213 | 12/31/2023 | IWD | 1,289 | $213 | 12/31/2023 | WBH Advisory Inc. | 1,183 | $212 | 03/31/2024 | IWD | 1,183 | $212 | 03/31/2024 | Richard P Slaughter Associates Inc | 1,181 | $212 | 03/31/2024 | IWD | 1,181 | $212 | 03/31/2024 | Howard Wealth Management LLC | 1,285 | $212 | 12/31/2023 | IWD | 1,285 | $212 | 12/31/2023 | Stonehearth Capital Management LLC | 1,179 | $211 | 03/31/2024 | IWD | 1,179 | $211 | 03/31/2024 | Fulton Breakefield Broenniman LLC | 1,277 | $211 | 12/31/2023 | IWD | 1,277 | $211 | 12/31/2023 | Brookmont Capital Management | 1,171 | $210 | 03/31/2024 | IWD | 1,171 | $210 | 03/31/2024 | Selective Wealth Management Inc. | 1,200 | $210 | 03/31/2024 | IWD | 1,200 | $210 | 03/31/2024 | Patriot Investment Management Inc. | 1,173 | $210 | 03/31/2024 | IWD | 1,173 | $210 | 03/31/2024 | Ascent Group LLC | 1,246 | $209 | 12/31/2023 | IWD | 1,246 | $209 | 12/31/2023 | Enterprise Bank & Trust Co | 1,164 | $208 | 03/31/2024 | IWD | 1,164 | $208 | 03/31/2024 | High Net Worth Advisory Group LLC | 1,159 | $208 | 03/31/2024 | IWD | 1,159 | $208 | 03/31/2024 | Orion Capital Management LLC | 1,258 | $208 | 12/31/2023 | IWD | 1,258 | $208 | 12/31/2023 | Cassia Capital Partners LLC | 1,156 | $207 | 03/31/2024 | IWD | 1,156 | $207 | 03/31/2024 | TrinityPoint Wealth LLC | 1,255 | $207 | 12/31/2023 | IWD | 1,255 | $207 | 12/31/2023 | Addison Advisors LLC | 1,250 | $207 | 12/31/2023 | IWD | 1,250 | $207 | 12/31/2023 | First Financial Bank Trust Division | 1,147 | $205 | 03/31/2024 | IWD | 1,147 | $205 | 03/31/2024 | Northern Financial Advisors Inc | 1,234 | $204 | 12/31/2023 | IWD | 1,234 | $204 | 12/31/2023 | First National Bank of Mount Dora Trust Investment Services | 1,128 | $202 | 03/31/2024 | IWD | 1,128 | $202 | 03/31/2024 | BIP Wealth LLC | 1,223 | $202 | 12/31/2023 | IWD | 1,223 | $202 | 12/31/2023 | REDW Wealth LLC | 1,223 | $202 | 12/31/2023 | IWD | 1,223 | $202 | 12/31/2023 | Missouri Trust & Investment Co | 1,222 | $202 | 12/31/2023 | IWD | 1,222 | $202 | 12/31/2023 | Evensky & Katz LLC | 1,116 | $200 | 03/31/2024 | IWD | 1,116 | $200 | 03/31/2024 | Luken Investment Analytics LLC | 1,047 | $188 | 03/31/2024 | IWD | 1,047 | $188 | 03/31/2024 | Atlas Capital Advisors LLC | 1,025 | $184 | 03/31/2024 | IWD | 1,025 | $184 | 03/31/2024 | City State Bank | 1,018 | $182 | 03/31/2024 | IWD | 1,018 | $182 | 03/31/2024 | Greenwood Gearhart Inc. | 1,100 | $182 | 12/31/2023 | IWD | 1,100 | $182 | 12/31/2023 | Founders Capital Management | 984 | $176 | 03/31/2024 | IWD | 984 | $176 | 03/31/2024 | Voisard Asset Management Group Inc. | 985 | $176 | 03/31/2024 | IWD | 985 | $176 | 03/31/2024 | Tyler Stone Wealth Management | 1,065 | $176 | 12/31/2023 | IWD | 1,065 | $176 | 12/31/2023 | Sugarloaf Wealth Management LLC | 952 | $171 | 03/31/2024 | IWD | 952 | $171 | 03/31/2024 | West Branch Capital LLC | 956 | $171 | 03/31/2024 | IWD | 956 | $171 | 03/31/2024 | Western Pacific Wealth Management LP | 1,013 | $167 | 12/31/2023 | IWD | 1,013 | $167 | 12/31/2023 | AlphaCore Capital LLC | 1,002 | $166 | 12/31/2023 | IWD | 1,002 | $166 | 12/31/2023 | Crewe Advisors LLC | 994 | $164 | 12/31/2023 | IWD | 994 | $164 | 12/31/2023 | TFC Financial Management | 983 | $162 | 12/31/2023 | IWD | 983 | $162 | 12/31/2023 | Moisand Fitzgerald Tamayo LLC | 880 | $158 | 03/31/2024 | IWD | 880 | $158 | 03/31/2024 | Vestor Capital LLC | 934 | $154 | 12/31/2023 | IWD | 934 | $154 | 12/31/2023 | Investors Research Corp | 931 | $154 | 12/31/2023 | IWD | 931 | $154 | 12/31/2023 | Creative Financial Designs Inc. ADV | 929 | $153 | 12/31/2023 | IWD | 929 | $153 | 12/31/2023 | Bear Mountain Capital Inc. | 883 | $150 | 03/31/2024 | IWD | 883 | $150 | 03/31/2024 | Gradient Investments LLC | 814 | $146 | 03/31/2024 | IWD | 814 | $146 | 03/31/2024 | Northwest Capital Management Inc | 803 | $144 | 03/31/2024 | IWD | 803 | $144 | 03/31/2024 | WealthCollab LLC | 863 | $143 | 12/31/2023 | IWD | 863 | $143 | 12/31/2023 | Blue Chip Partners Inc. | 789 | $141 | 03/31/2024 | IWD | 789 | $141 | 03/31/2024 | Register Financial Advisors LLC | 761 | $136 | 03/31/2024 | IWD | 761 | $136 | 03/31/2024 | GPS Wealth Strategies Group LLC | 820 | $136 | 12/31/2023 | IWD | 820 | $136 | 12/31/2023 | LGT Financial Advisors LLC | 810 | $134 | 12/31/2023 | IWD | 810 | $134 | 12/31/2023 | First Personal Financial Services | 742 | $133 | 03/31/2024 | IWD | 742 | $133 | 03/31/2024 | Hallmark Capital Management Inc. | 758 | $125 | 12/31/2023 | IWD | 758 | $125 | 12/31/2023 | Pacific Capital Wealth Advisors Inc. | 755 | $125 | 12/31/2023 | IWD | 755 | $125 | 12/31/2023 | Centaurus Financial Inc. | 735 | $121 | 12/31/2023 | IWD | 735 | $121 | 12/31/2023 | Hills Bank & Trust Co | 725 | $120 | 12/31/2023 | IWD | 725 | $120 | 12/31/2023 | Caldwell Sutter Capital Inc. | 644 | $115 | 03/31/2024 | IWD | 644 | $115 | 03/31/2024 | Dunhill Financial LLC | 695 | $115 | 12/31/2023 | IWD | 695 | $115 | 12/31/2023 | Element Wealth LLC | 688 | $114 | 12/31/2023 | IWD | 688 | $114 | 12/31/2023 | McCarthy Grittinger Financial Group LLC | 618 | $111 | 03/31/2024 | IWD | 618 | $111 | 03/31/2024 | Edmond DE Rothschild Holding S.A. | 674 | $111 | 12/31/2023 | IWD | 674 | $111 | 12/31/2023 | Tidemark LLC | 640 | $106 | 12/31/2023 | IWD | 640 | $106 | 12/31/2023 | TCTC Holdings LLC | 636 | $105 | 12/31/2023 | IWD | 636 | $105 | 12/31/2023 | Annis Gardner Whiting Capital Advisors LLC | 638 | $105 | 12/31/2023 | IWD | 638 | $105 | 12/31/2023 | First Pacific Financial | 573 | $103 | 03/31/2024 | IWD | 573 | $103 | 03/31/2024 | West Paces Advisors Inc. | 568 | $102 | 03/31/2024 | IWD | 568 | $102 | 03/31/2024 | Union Savings Bank | 610 | $101 | 12/31/2023 | IWD | 610 | $101 | 12/31/2023 | Global Wealth Management Investment Advisory Inc. | 597 | $99 | 12/31/2023 | IWD | 597 | $99 | 12/31/2023 | Wolff Wiese Magana LLC | 540 | $97 | 03/31/2024 | IWD | 540 | $97 | 03/31/2024 | Windsor Advisory Group LLC | 586 | $97 | 12/31/2023 | IWD | 586 | $97 | 12/31/2023 | Northwest Financial Advisors | 576 | $95 | 12/31/2023 | IWD | 576 | $95 | 12/31/2023 | Abich Financial Wealth Management LLC | 577 | $95 | 12/31/2023 | IWD | 577 | $95 | 12/31/2023 | Pineridge Advisors LLC | 568 | $94 | 12/31/2023 | IWD | 568 | $94 | 12/31/2023 | Richard W. Paul & Associates LLC | 553 | $91 | 12/31/2023 | IWD | 553 | $91 | 12/31/2023 | Baldwin Brothers Inc. MA | 500 | $90 | 03/31/2024 | IWD | 500 | $90 | 03/31/2024 | Future Financial Wealth Managment LLC | 487 | $87 | 03/31/2024 | IWD | 487 | $87 | 03/31/2024 | Smithfield Trust Co. | 515 | $86 | 12/31/2023 | IWD | 515 | $86 | 12/31/2023 | Venturi Wealth Management LLC | 470 | $84 | 03/31/2024 | IWD | 470 | $84 | 03/31/2024 | Mitchell Sinkler & Starr PA | 507 | $84 | 12/31/2023 | IWD | 507 | $84 | 12/31/2023 | Clarkston Capital Partners LLC | 495 | $82 | 12/31/2023 | IWD | 495 | $82 | 12/31/2023 | Trust Co. of Vermont | 482 | $80 | 12/31/2023 | IWD | 482 | $80 | 12/31/2023 | Cherry Tree Wealth Management LLC | 482 | $80 | 12/31/2023 | IWD | 482 | $80 | 12/31/2023 | Rosenberg Matthew Hamilton | 436 | $78 | 03/31/2024 | IWD | 436 | $78 | 03/31/2024 | IAG Wealth Partners LLC | 419 | $75 | 03/31/2024 | IWD | 419 | $75 | 03/31/2024 | TD Capital Management LLC | 454 | $75 | 12/31/2023 | IWD | 454 | $75 | 12/31/2023 | Westside Investment Management Inc. | 400 | $72 | 03/31/2024 | IWD | 400 | $72 | 03/31/2024 | Center for Financial Planning Inc. | 390 | $70 | 03/31/2024 | IWD | 390 | $70 | 03/31/2024 | Salomon & Ludwin LLC | 459 | $70 | 12/31/2023 | IWD | 459 | $70 | 12/31/2023 | Insight Financial Services | 383 | $69 | 03/31/2024 | IWD | 383 | $69 | 03/31/2024 | First Command Advisory Services Inc. | 420 | $69 | 12/31/2023 | IWD | 420 | $69 | 12/31/2023 | Activest Wealth Management | 379 | $68 | 03/31/2024 | IWD | 379 | $68 | 03/31/2024 | Field & Main Bank | 407 | $67 | 12/31/2023 | IWD | 407 | $67 | 12/31/2023 | Rocky Mountain Advisers LLC | 370 | $66 | 03/31/2024 | IWD | 370 | $66 | 03/31/2024 | Prestige Wealth Management Group LLC | 361 | $65 | 03/31/2024 | IWD | 361 | $65 | 03/31/2024 | Providence Capital Advisors LLC | 385 | $64 | 12/31/2023 | IWD | 385 | $64 | 12/31/2023 | Scarborough Advisors LLC | 390 | $64 | 12/31/2023 | IWD | 390 | $64 | 12/31/2023 | West Financial Advisors LLC | 351 | $63 | 03/31/2024 | IWD | 351 | $63 | 03/31/2024 | CoreFirst Bank & Trust | 371 | $61 | 12/31/2023 | IWD | 371 | $61 | 12/31/2023 | Mendota Financial Group LLC | 317 | $57 | 03/31/2024 | IWD | 317 | $57 | 03/31/2024 | Sittner & Nelson LLC | 346 | $57 | 12/31/2023 | IWD | 346 | $57 | 12/31/2023 | Frazier Financial Advisors LLC | 336 | $56 | 12/31/2023 | IWD | 336 | $56 | 12/31/2023 | Smartleaf Asset Management LLC | 335 | $56 | 12/31/2023 | IWD | 335 | $56 | 12/31/2023 | Financial Synergies Wealth Advisors Inc. | 307 | $55 | 03/31/2024 | IWD | 307 | $55 | 03/31/2024 | Cornerstone Planning Group LLC | 334 | $55 | 12/31/2023 | IWD | 334 | $55 | 12/31/2023 | Main Management LLC | 323 | $53 | 12/31/2023 | IWD | 323 | $53 | 12/31/2023 | Caitlin John LLC | 323 | $53 | 12/31/2023 | IWD | 323 | $53 | 12/31/2023 | Sound Income Strategies LLC | 291 | $52 | 03/31/2024 | IWD | 291 | $52 | 03/31/2024 | Piscataqua Savings Bank | 290 | $52 | 03/31/2024 | IWD | 290 | $52 | 03/31/2024 | CNB Bank | 305 | $50 | 12/31/2023 | IWD | 305 | $50 | 12/31/2023 | Atlantic Private Wealth LLC | 301 | $50 | 12/31/2023 | IWD | 301 | $50 | 12/31/2023 | Horizons Wealth Management | 289 | $48 | 03/31/2024 | IWD | 289 | $48 | 03/31/2024 | OLD Second National Bank of Aurora | 284 | $47 | 12/31/2023 | IWD | 284 | $47 | 12/31/2023 | Chilton Capital Management LLC | 284 | $47 | 12/31/2023 | IWD | 284 | $47 | 12/31/2023 | DAGCO Inc. | 286 | $47 | 12/31/2023 | IWD | 286 | $47 | 12/31/2023 | Dynamic Wealth Strategies LLC | 286 | $47 | 12/31/2023 | IWD | 286 | $47 | 12/31/2023 | Valley National Advisers Inc. | 259 | $46 | 03/31/2024 | IWD | 259 | $46 | 03/31/2024 | JJJ Advisors Inc. | 250 | $45 | 03/31/2024 | IWD | 250 | $45 | 03/31/2024 | North Star Investment Management Corp. | 268 | $44 | 12/31/2023 | IWD | 268 | $44 | 12/31/2023 | Rise Advisors LLC | 243 | $43 | 03/31/2024 | IWD | 243 | $43 | 03/31/2024 | Balentine LLC | 261 | $43 | 12/31/2023 | IWD | 261 | $43 | 12/31/2023 | TD Waterhouse Canada Inc. | 240 | $43 | 12/31/2023 | IWD | 240 | $43 | 12/31/2023 | Northwest Investment Counselors LLC | 233 | $42 | 03/31/2024 | IWD | 233 | $42 | 03/31/2024 | Federated Hermes Inc. | 255 | $42 | 12/31/2023 | IWD | 255 | $42 | 12/31/2023 | Jackson Hole Capital Partners LLC | 247 | $41 | 12/31/2023 | IWD | 247 | $41 | 12/31/2023 | Stephens Consulting LLC | 199 | $36 | 03/31/2024 | IWD | 199 | $36 | 03/31/2024 | JDM Financial Group LLC | 212 | $35 | 12/31/2023 | IWD | 212 | $35 | 12/31/2023 | Richardson Capital Management LLC | 184 | $33 | 03/31/2024 | IWD | 184 | $33 | 03/31/2024 | Bfsg LLC | 186 | $33 | 03/31/2024 | IWD | 186 | $33 | 03/31/2024 | Aberdeen Wealth Management LLC | 200 | $33 | 12/31/2023 | IWD | 200 | $33 | 12/31/2023 | Peachtree Investment Partners LLC | 195 | $32 | 12/31/2023 | IWD | 195 | $32 | 12/31/2023 | Partnership Wealth Management LLC | 170 | $31 | 03/31/2024 | IWD | 170 | $31 | 03/31/2024 | HHM Wealth Advisors LLC | 189 | $31 | 12/31/2023 | IWD | 189 | $31 | 12/31/2023 | Access Investment Management LLC | 180 | $30 | 12/31/2023 | IWD | 180 | $30 | 12/31/2023 | CKW Financial Group | 162 | $29 | 03/31/2024 | IWD | 162 | $29 | 03/31/2024 | Russell Investments Group Ltd. | 173 | $29 | 12/31/2023 | IWD | 173 | $29 | 12/31/2023 | CarsonAllaria Wealth Management Ltd. | 177 | $29 | 12/31/2023 | IWD | 177 | $29 | 12/31/2023 | Colonial Trust Advisors | 169 | $28 | 12/31/2023 | IWD | 169 | $28 | 12/31/2023 | Studio Investment Management LLC | 172 | $28 | 12/31/2023 | IWD | 172 | $28 | 12/31/2023 | Armor Investment Advisors LLC | 151 | $27 | 03/31/2024 | IWD | 151 | $27 | 03/31/2024 | Bellevue Asset Management LLC | 150 | $27 | 03/31/2024 | IWD | 150 | $27 | 03/31/2024 | Resources Management Corp CT ADV | 165 | $27 | 12/31/2023 | IWD | 165 | $27 | 12/31/2023 | Bangor Savings Bank | 145 | $26 | 03/31/2024 | IWD | 145 | $26 | 03/31/2024 | Delta Asset Management LLC TN | 160 | $26 | 12/31/2023 | IWD | 160 | $26 | 12/31/2023 | Retirement Group LLC | 160 | $26 | 12/31/2023 | IWD | 160 | $26 | 12/31/2023 | Versant Capital Management Inc | 138 | $25 | 03/31/2024 | IWD | 138 | $25 | 03/31/2024 | Family Asset Management LLC | 151 | $25 | 12/31/2023 | IWD | 151 | $25 | 12/31/2023 | Avion Wealth | 144 | $24 | 12/31/2023 | IWD | 144 | $24 | 12/31/2023 | Perkins Coie Trust Co | 125 | $22 | 03/31/2024 | IWD | 125 | $22 | 03/31/2024 | Emfo LLC | 131 | $22 | 12/31/2023 | IWD | 131 | $22 | 12/31/2023 | FSC Wealth Advisors LLC | 116 | $21 | 03/31/2024 | IWD | 116 | $21 | 03/31/2024 | Live Oak Investment Partners | 125 | $21 | 12/31/2023 | IWD | 125 | $21 | 12/31/2023 | Atlantic Edge Private Wealth Management LLC | 128 | $21 | 12/31/2023 | IWD | 128 | $21 | 12/31/2023 | Tanaka Capital Management Inc. | 123 | $20 | 12/31/2023 | IWD | 123 | $20 | 12/31/2023 | C M Bidwell & Associates Ltd. | 124 | $20 | 12/31/2023 | IWD | 124 | $20 | 12/31/2023 | Syntax Research Inc. | 122 | $20 | 12/31/2023 | IWD | 122 | $20 | 12/31/2023 | Morton Brown Family Wealth LLC | 108 | $19 | 03/31/2024 | IWD | 108 | $19 | 03/31/2024 | Amundi | 112 | $19 | 12/31/2023 | IWD | 112 | $19 | 12/31/2023 | Trifecta Capital Advisors LLC | 98 | $18 | 03/31/2024 | IWD | 98 | $18 | 03/31/2024 | Financial Management Professionals Inc. | 96 | $17 | 03/31/2024 | IWD | 96 | $17 | 03/31/2024 | Capital Investment Counsel Inc | 100 | $17 | 12/31/2023 | IWD | 100 | $17 | 12/31/2023 | LifeSteps Financial Inc. | 89 | $16 | 03/31/2024 | IWD | 89 | $16 | 03/31/2024 | Financial Perspectives Inc | 87 | $16 | 03/31/2024 | IWD | 87 | $16 | 03/31/2024 | Concord Wealth Partners | 98 | $16 | 12/31/2023 | IWD | 98 | $16 | 12/31/2023 | PSI Advisors LLC | 81 | $15 | 03/31/2024 | IWD | 81 | $15 | 03/31/2024 | Global Wealth Strategies & Associates | 86 | $15 | 03/31/2024 | IWD | 86 | $15 | 03/31/2024 | Benjamin Edwards Inc. | 91 | $15 | 12/31/2023 | IWD | 91 | $15 | 12/31/2023 | Criterion Capital Advisors LLC | 71 | $13 | 03/31/2024 | IWD | 71 | $13 | 03/31/2024 | SJS Investment Consulting Inc. | 71 | $13 | 03/31/2024 | IWD | 71 | $13 | 03/31/2024 | Laurel Wealth Advisors LLC | 80 | $13 | 12/31/2023 | IWD | 80 | $13 | 12/31/2023 | Davis Capital Management | 65 | $12 | 03/31/2024 | IWD | 65 | $12 | 03/31/2024 | DHJJ Financial Advisors Ltd. | 65 | $12 | 03/31/2024 | IWD | 65 | $12 | 03/31/2024 | Dividend Assets Capital LLC | 75 | $12 | 12/31/2023 | IWD | 75 | $12 | 12/31/2023 | Evolution Advisers Inc. | 71 | $12 | 12/31/2023 | IWD | 71 | $12 | 12/31/2023 | Perritt Capital Management Inc. | 63 | $11 | 12/31/2023 | IWD | 63 | $11 | 12/31/2023 | Vermillion & White Wealth Management Group LLC | 65 | $11 | 12/31/2023 | IWD | 65 | $11 | 12/31/2023 | Trivant Custom Portfolio Group LLC | 55 | $10 | 03/31/2024 | IWD | 55 | $10 | 03/31/2024 | Ogorek Anthony Joseph NY ADV | 60 | $10 | 12/31/2023 | IWD | 60 | $10 | 12/31/2023 | Howe & Rusling Inc. | 58 | $10 | 12/31/2023 | IWD | 58 | $10 | 12/31/2023 | Integrity Financial Corp WA | 58 | $10 | 12/31/2023 | IWD | 58 | $10 | 12/31/2023 | Hexagon Capital Partners LLC | 49 | $9 | 03/31/2024 | IWD | 49 | $9 | 03/31/2024 | Macroview Investment Management LLC | 57 | $9 | 12/31/2023 | IWD | 57 | $9 | 12/31/2023 | Rain Capital Management LLC | 50 | $8 | 12/31/2023 | IWD | 50 | $8 | 12/31/2023 | Institutional & Family Asset Management LLC | 49 | $8 | 12/31/2023 | IWD | 49 | $8 | 12/31/2023 | Your Advocates Ltd. LLP | 51 | $8 | 12/31/2023 | IWD | 51 | $8 | 12/31/2023 | Long Island Wealth Management Inc. | 49 | $8 | 12/31/2023 | IWD | 49 | $8 | 12/31/2023 | Lee Financial Co | 44 | $7 | 12/31/2023 | IWD | 44 | $7 | 12/31/2023 | Tower View Investment Management & Research LLC | 42 | $7 | 12/31/2023 | IWD | 42 | $7 | 12/31/2023 | First Community Trust NA | 36 | $6 | 03/31/2024 | IWD | 36 | $6 | 03/31/2024 | Carmichael Hill & Associates Inc. | 36 | $6 | 03/31/2024 | IWD | 36 | $6 | 03/31/2024 | Nemes Rush Group LLC | 39 | $6 | 12/31/2023 | IWD | 39 | $6 | 12/31/2023 | Norwood Financial Corp | 30 | $5 | 03/31/2024 | IWD | 30 | $5 | 03/31/2024 | Granite Investment Partners LLC | 29 | $5 | 12/31/2023 | IWD | 29 | $5 | 12/31/2023 | NewSquare Capital LLC | 30 | $5 | 12/31/2023 | IWD | 30 | $5 | 12/31/2023 | VitalStone Financial LLC | 32 | $5 | 12/31/2023 | IWD | 32 | $5 | 12/31/2023 | Toth Financial Advisory Corp | 20 | $4 | 03/31/2024 | IWD | 20 | $4 | 03/31/2024 | Iron Horse Wealth Management LLC | 23 | $4 | 03/31/2024 | IWD | 23 | $4 | 03/31/2024 | Creative Capital Management Investments LLC | 20 | $4 | 03/31/2024 | IWD | 20 | $4 | 03/31/2024 | Guardian Wealth Management Inc. | 27 | $4 | 12/31/2023 | IWD | 27 | $4 | 12/31/2023 | Life Planning Partners Inc | 22 | $4 | 12/31/2023 | IWD | 22 | $4 | 12/31/2023 | Provident Wealth Management LLC | 16 | $3 | 03/31/2024 | IWD | 16 | $3 | 03/31/2024 | Tower Research Capital LLC TRC | 17 | $3 | 12/31/2023 | IWD | 17 | $3 | 12/31/2023 | AllSquare Wealth Management LLC | 20 | $3 | 12/31/2023 | IWD | 20 | $3 | 12/31/2023 | Cape Investment Advisory Inc. | 17 | $3 | 12/31/2023 | IWD | 17 | $3 | 12/31/2023 | Fairman Group LLC | 16 | $3 | 12/31/2023 | IWD | 16 | $3 | 12/31/2023 | Koesten Hirschmann & Crabtree INC. | 14 | $2 | 12/31/2023 | IWD | 14 | $2 | 12/31/2023 | Able Wealth Management LLC | 14 | $2 | 12/31/2023 | IWD | 14 | $2 | 12/31/2023 | Annapolis Financial Services LLC | 6 | $1 | 03/31/2024 | IWD | 6 | $1 | 03/31/2024 | Kozak & Associates Inc. | 4 | $1 | 12/31/2023 | IWD | 4 | $1 | 12/31/2023 | Main Street Group LTD | 8 | $1 | 12/31/2023 | IWD | 8 | $1 | 12/31/2023 | Newbridge Financial Services Group Inc. | 2 | $0 | 03/31/2024 | IWD | 2 | $0 | 03/31/2024 | Transamerica Financial Advisors Inc. | 1 | $0 | 12/31/2023 | IWD | 1 | $0 | 12/31/2023 | Semmax Financial Advisors Inc. | 0 | $0 | 12/31/2023 | IWD | 0 | $0 | 12/31/2023 | OLD Mission Capital LLC | | $-7 | 12/31/2023 | Put | 446,400 | $7 | 12/31/2023 | Walleye Trading LLC | 1,890 | $-184 | 12/31/2023 | Put | 3,000 | $496 | 12/31/2023 | IWD | 1,890 | $312 | 12/31/2023 |
See Summary: Institutional Holders of IWD
See Details: Top 10 Hedge Funds Holding IWD
Also See: IWD Holdings Changes
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