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On this page, we present all of the funds holding Salesforce from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding Salesforce, with a link to that fund's top holdings. The next columns
indicate the amount of Salesforce stock held by each of the funds holding Salesforce, followed by the Salesforce position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 2553 funds holding Salesforce within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Vanguard Group Inc.. For more details on the positions held by Vanguard Group Inc.
(or by any of the other funds holding Salesforce), click the fund name in the "Holder" column of the funds-holding-Salesforce table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Vanguard Group Inc. | 83,626,413 | $22,005,454 | 12/31/2023 | CRM | 83,626,413 | $22,005,454 | 12/31/2023 | BlackRock Inc. | | $19,178,690 | 12/31/2023 | CRM | 72,530,980 | $19,085,802 | 12/31/2023 | Call | 353,000 | $92,888 | 12/31/2023 | State Street Corp | 46,036,727 | $12,114,104 | 12/31/2023 | CRM | 46,036,727 | $12,114,104 | 12/31/2023 | FMR LLC | 36,229,821 | $9,533,515 | 12/31/2023 | CRM | 36,229,821 | $9,533,515 | 12/31/2023 | Morgan Stanley | 20,182,913 | $5,310,932 | 12/31/2023 | CRM | 20,182,913 | $5,310,932 | 12/31/2023 | Capital World Investors | 19,561,325 | $5,147,402 | 12/31/2023 | CRM | 19,561,325 | $5,147,402 | 12/31/2023 | Geode Capital Management LLC | 18,499,524 | $4,853,626 | 12/31/2023 | CRM | 18,499,524 | $4,853,626 | 12/31/2023 | Fisher Asset Management LLC | 14,905,462 | $3,922,223 | 12/31/2023 | CRM | 14,905,462 | $3,922,223 | 12/31/2023 | Capital International Investors | 13,708,615 | $3,607,493 | 12/31/2023 | CRM | 13,708,615 | $3,607,493 | 12/31/2023 | Price T Rowe Associates Inc. MD | 13,686,531 | $3,601,475 | 12/31/2023 | CRM | 13,686,531 | $3,601,475 | 12/31/2023 | JPMorgan Chase & Co. | | $3,438,881 | 12/31/2023 | CRM | 13,224,533 | $3,479,904 | 12/31/2023 | Put | 276,500 | $72,758 | 12/31/2023 | Call | 120,600 | $31,735 | 12/31/2023 | Capital Research Global Investors | 11,331,925 | $2,981,908 | 12/31/2023 | CRM | 11,331,925 | $2,981,908 | 12/31/2023 | Northern Trust Corp | 10,602,950 | $2,790,060 | 12/31/2023 | CRM | 10,602,950 | $2,790,060 | 12/31/2023 | Norges Bank | 10,497,571 | $2,762,331 | 12/31/2023 | CRM | 10,497,571 | $2,762,331 | 12/31/2023 | Wellington Management Group LLP | 10,483,358 | $2,758,591 | 12/31/2023 | CRM | 10,483,358 | $2,758,591 | 12/31/2023 | Bank of America Corp DE | | $2,405,636 | 12/31/2023 | CRM | 8,867,738 | $2,333,456 | 12/31/2023 | Call | 690,700 | $181,751 | 12/31/2023 | Put | 416,400 | $109,571 | 12/31/2023 | Jennison Associates LLC | 8,609,732 | $2,265,565 | 12/31/2023 | CRM | 8,609,732 | $2,265,565 | 12/31/2023 | Nuveen Asset Management LLC | 8,435,736 | $2,219,780 | 12/31/2023 | CRM | 8,435,736 | $2,219,780 | 12/31/2023 | Legal & General Group Plc | 8,132,924 | $2,140,102 | 12/31/2023 | CRM | 8,132,924 | $2,140,102 | 12/31/2023 | UBS Asset Management Americas Inc. | 7,722,523 | $2,032,105 | 12/31/2023 | CRM | 7,722,523 | $2,032,105 | 12/31/2023 | Bank of New York Mellon Corp | 7,489,347 | $1,970,747 | 12/31/2023 | CRM | 7,489,347 | $1,970,747 | 12/31/2023 | Royal Bank of Canada | | $1,936,715 | 12/31/2023 | CRM | 7,057,517 | $1,857,115 | 12/31/2023 | Call | 400,000 | $105,256 | 12/31/2023 | Put | 97,500 | $25,656 | 12/31/2023 | Polen Capital Management LLC | 7,275,372 | $1,914,441 | 12/31/2023 | CRM | 7,275,372 | $1,914,441 | 12/31/2023 | Loomis Sayles & Co. L P | 7,263,826 | $1,911,403 | 12/31/2023 | CRM | 7,263,826 | $1,911,403 | 12/31/2023 | Goldman Sachs Group Inc. | | $1,663,346 | 12/31/2023 | CRM | 6,764,845 | $1,780,101 | 12/31/2023 | Put | 623,800 | $164,147 | 12/31/2023 | Call | 180,100 | $47,392 | 12/31/2023 | Parnassus Investments CA | 5,951,415 | $1,566,055 | 12/31/2023 | CRM | 5,951,415 | $1,566,055 | 12/31/2023 | Amundi | 5,918,800 | $1,547,181 | 12/31/2023 | CRM | 5,918,800 | $1,547,181 | 12/31/2023 | Charles Schwab Investment Management Inc. | 5,397,516 | $1,420,302 | 12/31/2023 | CRM | 5,397,516 | $1,420,302 | 12/31/2023 | American Century Companies Inc. | 4,362,081 | $1,147,838 | 12/31/2023 | CRM | 4,362,081 | $1,147,838 | 12/31/2023 | Harris Associates L P | 3,927,406 | $1,033,458 | 12/31/2023 | CRM | 3,927,406 | $1,033,458 | 12/31/2023 | Deutsche Bank AG | 3,705,312 | $975,016 | 12/31/2023 | CRM | 3,705,312 | $975,016 | 12/31/2023 | T. Rowe Price Investment Management Inc. | 3,701,991 | $974,142 | 12/31/2023 | CRM | 3,701,991 | $974,142 | 12/31/2023 | Franklin Resources Inc. | 3,588,120 | $944,178 | 12/31/2023 | CRM | 3,588,120 | $944,178 | 12/31/2023 | ValueAct Holdings L.P. | 3,486,309 | $917,387 | 12/31/2023 | CRM | 3,486,309 | $917,387 | 12/31/2023 | Cerity Partners LLC | 3,483,670 | $916,693 | 12/31/2023 | CRM | 3,483,670 | $916,693 | 12/31/2023 | Invesco Ltd. | 3,477,621 | $915,101 | 12/31/2023 | CRM | 3,477,621 | $915,101 | 12/31/2023 | DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 3,394,912 | $893,336 | 12/31/2023 | CRM | 3,394,912 | $893,336 | 12/31/2023 | Ameriprise Financial Inc. | 3,382,067 | $889,723 | 12/31/2023 | CRM | 3,382,067 | $889,723 | 12/31/2023 | Wells Fargo & Company MN | | $869,249 | 12/31/2023 | CRM | 3,394,371 | $893,195 | 12/31/2023 | Put | 92,400 | $24,314 | 12/31/2023 | Call | 1,400 | $368 | 12/31/2023 | Bank of Montreal Can | | $855,701 | 12/31/2023 | CRM | 2,832,421 | $753,424 | 12/31/2023 | Call | 525,300 | $139,730 | 12/31/2023 | Put | 140,800 | $37,453 | 12/31/2023 | FIL Ltd | 3,213,302 | $845,548 | 12/31/2023 | CRM | 3,213,302 | $845,548 | 12/31/2023 | Clearbridge Investments LLC | 3,120,127 | $821,030 | 12/31/2023 | CRM | 3,120,127 | $821,030 | 12/31/2023 | Pictet Asset Management Holding SA | 3,112,620 | $819,055 | 12/31/2023 | CRM | 3,112,620 | $819,055 | 12/31/2023 | Swiss National Bank | 3,042,577 | $800,624 | 12/31/2023 | CRM | 3,042,577 | $800,624 | 12/31/2023 | The Manufacturers Life Insurance Company | 2,898,382 | $762,682 | 12/31/2023 | CRM | 2,898,382 | $762,682 | 12/31/2023 | Voya Investment Management LLC | 2,823,872 | $742,558 | 12/31/2023 | CRM | 2,823,872 | $742,558 | 12/31/2023 | Sumitomo Mitsui Trust Holdings Inc. | 2,803,754 | $737,780 | 12/31/2023 | CRM | 2,803,754 | $737,780 | 12/31/2023 | Hsbc Holdings PLC | | $708,261 | 12/31/2023 | CRM | 2,687,273 | $707,371 | 12/31/2023 | Call | 59,100 | $15,556 | 12/31/2023 | Put | 55,700 | $14,666 | 12/31/2023 | Public Investment Fund | 2,650,225 | $697,380 | 12/31/2023 | CRM | 2,650,225 | $697,380 | 12/31/2023 | Arrowstreet Capital Limited Partnership | 2,599,485 | $684,028 | 12/31/2023 | CRM | 2,599,485 | $684,028 | 12/31/2023 | Dimensional Fund Advisors LP | 2,576,969 | $678,151 | 12/31/2023 | CRM | 2,576,969 | $678,151 | 12/31/2023 | Barclays PLC | | $665,292 | 12/31/2023 | CRM | 2,844,174 | $748,417 | 12/31/2023 | Put | 560,600 | $147,516 | 12/31/2023 | Call | 244,700 | $64,391 | 12/31/2023 | Lone Pine Capital LLC | 2,499,630 | $657,753 | 12/31/2023 | CRM | 2,499,630 | $657,753 | 12/31/2023 | Sustainable Growth Advisers LP | 2,461,543 | $647,730 | 12/31/2023 | CRM | 2,461,543 | $647,730 | 12/31/2023 | California Public Employees Retirement System | 2,431,933 | $639,939 | 12/31/2023 | CRM | 2,431,933 | $639,939 | 12/31/2023 | Winslow Capital Management LLC | 2,280,944 | $600,208 | 12/31/2023 | CRM | 2,280,944 | $600,208 | 12/31/2023 | Raymond James & Associates | 2,232,615 | $587,490 | 12/31/2023 | CRM | 2,232,615 | $587,490 | 12/31/2023 | Citadel Advisors LLC | | $578,613 | 12/31/2023 | Call | 2,405,200 | $632,904 | 12/31/2023 | Put | 1,923,700 | $506,202 | 12/31/2023 | CRM | 1,717,379 | $451,911 | 12/31/2023 | Massachusetts Financial Services Co. MA | 2,164,080 | $569,456 | 12/31/2023 | CRM | 2,164,080 | $569,456 | 12/31/2023 | BlueSpruce Investments LP | 2,152,839 | $566,498 | 12/31/2023 | CRM | 2,152,839 | $566,498 | 12/31/2023 | Coatue Management LLC | 2,144,062 | $564,188 | 12/31/2023 | CRM | 2,144,062 | $564,188 | 12/31/2023 | Independent Franchise Partners LLP | 2,116,336 | $556,893 | 12/31/2023 | CRM | 2,116,336 | $556,893 | 12/31/2023 | UBS Group AG | | $555,705 | 12/31/2023 | CRM | 3,861,080 | $1,016,005 | 12/31/2023 | Put | 2,138,475 | $562,718 | 12/31/2023 | Call | 389,215 | $102,418 | 12/31/2023 | Credit Suisse AG | 2,053,788 | $540,434 | 12/31/2023 | CRM | 2,053,788 | $540,434 | 12/31/2023 | Putnam Investments LLC | 2,046,880 | $538,616 | 12/31/2023 | CRM | 2,046,880 | $538,616 | 12/31/2023 | Generation Investment Management LLP | 2,021,233 | $531,867 | 12/31/2023 | CRM | 2,021,233 | $531,867 | 12/31/2023 | First Eagle Investment Management LLC | 1,934,410 | $509,021 | 12/31/2023 | CRM | 1,934,410 | $509,021 | 12/31/2023 | Farallon Capital Management LLC | 1,925,738 | $506,739 | 12/31/2023 | CRM | 1,925,738 | $506,739 | 12/31/2023 | Rhumbline Advisers | 1,822,533 | $479,581 | 12/31/2023 | CRM | 1,822,533 | $479,581 | 12/31/2023 | Schroder Investment Management Group | 1,820,940 | $479,162 | 12/31/2023 | CRM | 1,820,940 | $479,162 | 12/31/2023 | Neuberger Berman Group LLC | 1,806,039 | $475,241 | 12/31/2023 | CRM | 1,806,039 | $475,241 | 12/31/2023 | Lazard Asset Management LLC | 1,728,509 | $454,839 | 12/31/2023 | CRM | 1,728,509 | $454,839 | 12/31/2023 | CIBC Private Wealth Group LLC | 1,709,368 | $449,803 | 12/31/2023 | CRM | 1,709,368 | $449,803 | 12/31/2023 | Alliancebernstein L.P. | 1,693,028 | $445,503 | 12/31/2023 | CRM | 1,693,028 | $445,503 | 12/31/2023 | Grantham Mayo Van Otterloo & Co. LLC | 1,674,830 | $440,715 | 12/31/2023 | CRM | 1,674,830 | $440,715 | 12/31/2023 | Principal Financial Group Inc. | 1,665,132 | $438,163 | 12/31/2023 | CRM | 1,665,132 | $438,163 | 12/31/2023 | National Pension Service | 1,630,240 | $428,981 | 12/31/2023 | CRM | 1,630,240 | $428,981 | 12/31/2023 | Nordea Investment Management AB | 1,623,983 | $428,732 | 12/31/2023 | CRM | 1,623,983 | $428,732 | 12/31/2023 | Vulcan Value Partners LLC | 1,597,720 | $420,123 | 12/31/2023 | CRM | 1,597,720 | $420,123 | 12/31/2023 | Macquarie Group Ltd. | 1,584,081 | $416,836 | 12/31/2023 | CRM | 1,584,081 | $416,836 | 12/31/2023 | Prudential Financial Inc. | 1,585,707 | $415,291 | 12/31/2023 | CRM | 1,585,707 | $415,291 | 12/31/2023 | California State Teachers Retirement System | 1,553,475 | $408,781 | 12/31/2023 | CRM | 1,553,475 | $408,781 | 12/31/2023 | Starboard Value LP | 1,536,453 | $404,302 | 12/31/2023 | CRM | 1,536,453 | $404,302 | 12/31/2023 | First Trust Advisors LP | 1,486,854 | $391,251 | 12/31/2023 | CRM | 1,486,854 | $391,251 | 12/31/2023 | Envestnet Asset Management Inc. | 1,485,410 | $390,871 | 12/31/2023 | CRM | 1,485,410 | $390,871 | 12/31/2023 | Ontario Teachers Pension Plan Board | 1,477,484 | $388,785 | 12/31/2023 | CRM | 1,477,484 | $388,785 | 12/31/2023 | Van ECK Associates Corp | 1,439,717 | $378,847 | 12/31/2023 | CRM | 1,439,717 | $378,847 | 12/31/2023 | New York State Common Retirement Fund | 1,425,746 | $375,171 | 12/31/2023 | CRM | 1,425,746 | $375,171 | 12/31/2023 | Citigroup Inc. | | $370,211 | 12/31/2023 | CRM | 1,344,798 | $353,870 | 12/31/2023 | Call | 648,900 | $170,752 | 12/31/2023 | Put | 586,800 | $154,411 | 12/31/2023 | Los Angeles Capital Management & Equity Research Inc. | 1,221,738 | $367,963 | 03/31/2024 | CRM | 1,221,738 | $367,963 | 03/31/2024 | KBC Group NV | 1,393,375 | $366,653 | 12/31/2023 | CRM | 1,393,375 | $366,653 | 12/31/2023 | Stifel Financial Corp | 1,360,701 | $358,056 | 12/31/2023 | CRM | 1,360,701 | $358,056 | 12/31/2023 | William Blair Investment Management LLC | 1,250,490 | $329,054 | 12/31/2023 | CRM | 1,250,490 | $329,054 | 12/31/2023 | Canada Pension Plan Investment Board | 1,239,096 | $326,056 | 12/31/2023 | CRM | 1,239,096 | $326,056 | 12/31/2023 | Public Employees Retirement Association of Colorado | 1,199,924 | $315,748 | 12/31/2023 | CRM | 1,199,924 | $315,748 | 12/31/2023 | AXA S.A. | 1,174,097 | $308,952 | 12/31/2023 | CRM | 1,174,097 | $308,952 | 12/31/2023 | Natixis Advisors L.P. | 1,157,304 | $304,531 | 12/31/2023 | CRM | 1,157,304 | $304,531 | 12/31/2023 | DekaBank Deutsche Girozentrale | 1,125,637 | $297,691 | 12/31/2023 | CRM | 1,125,637 | $297,691 | 12/31/2023 | AustralianSuper Pty Ltd | 1,108,665 | $291,734 | 12/31/2023 | CRM | 1,108,665 | $291,734 | 12/31/2023 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,093,036 | $287,621 | 12/31/2023 | CRM | 1,093,036 | $287,621 | 12/31/2023 | Sei Investments Co. | 1,091,228 | $287,148 | 12/31/2023 | CRM | 1,091,228 | $287,148 | 12/31/2023 | Adage Capital Partners GP L.L.C. | 1,080,739 | $284,386 | 12/31/2023 | CRM | 1,080,739 | $284,386 | 12/31/2023 | Meritage Group LP | 1,043,286 | $274,530 | 12/31/2023 | CRM | 1,043,286 | $274,530 | 12/31/2023 | Panagora Asset Management Inc. | 1,028,428 | $270,621 | 12/31/2023 | CRM | 1,028,428 | $270,621 | 12/31/2023 | Ensign Peak Advisors Inc | 1,024,058 | $269,471 | 12/31/2023 | CRM | 1,024,058 | $269,471 | 12/31/2023 | Mitsubishi UFJ Kokusai Asset Management Co. Ltd. | 1,069,968 | $269,461 | 12/31/2023 | CRM | 1,069,968 | $269,461 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 1,008,039 | $265,255 | 12/31/2023 | CRM | 1,008,039 | $265,255 | 12/31/2023 | New York State Teachers Retirement System | 999,184 | $262,925 | 12/31/2023 | CRM | 999,184 | $262,925 | 12/31/2023 | State Board of Administration of Florida Retirement System | 996,516 | $262,223 | 12/31/2023 | CRM | 996,516 | $262,223 | 12/31/2023 | Standard Life Aberdeen plc | 942,658 | $248,051 | 12/31/2023 | CRM | 942,658 | $248,051 | 12/31/2023 | National Bank of Canada FI | | $245,286 | 12/31/2023 | CRM | 857,728 | $219,673 | 12/31/2023 | Call | 1,000 | $25,613 | 12/31/2023 | Wambolt & Associates LLC | 901,270 | $237,160 | 12/31/2023 | CRM | 901,270 | $237,160 | 12/31/2023 | AQR Capital Management LLC | 874,937 | $230,231 | 12/31/2023 | CRM | 874,937 | $230,231 | 12/31/2023 | Allianz Asset Management GmbH | | $227,613 | 12/31/2023 | CRM | 957,485 | $251,953 | 12/31/2023 | Put | 159,300 | $41,918 | 12/31/2023 | Call | 66,800 | $17,578 | 12/31/2023 | Great West Life Assurance Co. Can | 844,207 | $221,167 | 12/31/2023 | CRM | 844,207 | $221,167 | 12/31/2023 | Alecta Pensionsforsakring Omsesidigt | 840,000 | $221,063 | 12/31/2023 | CRM | 840,000 | $221,063 | 12/31/2023 | 1832 Asset Management L.P. | 838,074 | $220,531 | 12/31/2023 | CRM | 838,074 | $220,531 | 12/31/2023 | Korea Investment CORP | 815,438 | $214,574 | 12/31/2023 | CRM | 815,438 | $214,574 | 12/31/2023 | APG Asset Management N.V. | 814,965 | $214,450 | 12/31/2023 | CRM | 814,965 | $214,450 | 12/31/2023 | Man Group plc | | $212,774 | 12/31/2023 | CRM | 808,793 | $212,826 | 12/31/2023 | Put | 19,500 | $5,131 | 12/31/2023 | Call | 19,300 | $5,079 | 12/31/2023 | Blair William & Co. IL | 807,322 | $212,439 | 12/31/2023 | CRM | 807,322 | $212,439 | 12/31/2023 | LPL Financial LLC | | $211,421 | 12/31/2023 | CRM | 805,453 | $211,947 | 12/31/2023 | Put | 2,000 | $526 | 12/31/2023 | Dorsal Capital Management LLC | 800,000 | $210,512 | 12/31/2023 | CRM | 800,000 | $210,512 | 12/31/2023 | Assenagon Asset Management S.A. | 795,331 | $209,283 | 12/31/2023 | CRM | 795,331 | $209,283 | 12/31/2023 | TD Asset Management Inc. | 789,525 | $207,756 | 12/31/2023 | CRM | 789,525 | $207,756 | 12/31/2023 | Qube Research & Technologies Ltd | | $204,728 | 12/31/2023 | CRM | 921,621 | $242,515 | 12/31/2023 | Put | 206,900 | $54,444 | 12/31/2023 | Call | 63,300 | $16,657 | 12/31/2023 | Route One Investment Company L.P. | 776,700 | $204,381 | 12/31/2023 | CRM | 776,700 | $204,381 | 12/31/2023 | Thrivent Financial for Lutherans | 765,958 | $201,555 | 12/31/2023 | CRM | 765,958 | $201,555 | 12/31/2023 | Russell Investments Group Ltd. | 758,097 | $199,699 | 12/31/2023 | CRM | 758,097 | $199,699 | 12/31/2023 | TCW Group Inc. | 750,989 | $197,653 | 12/31/2023 | CRM | 750,989 | $197,653 | 12/31/2023 | Hillhouse Capital Advisors LTD. | 747,537 | $196,707 | 12/31/2023 | CRM | 747,537 | $196,707 | 12/31/2023 | Flossbach Von Storch AG | 735,106 | $193,436 | 12/31/2023 | CRM | 735,106 | $193,436 | 12/31/2023 | Darlington Partners Capital Management LP | 724,657 | $190,686 | 12/31/2023 | CRM | 724,657 | $190,686 | 12/31/2023 | Bank of Nova Scotia | 712,548 | $187,492 | 12/31/2023 | CRM | 712,548 | $187,492 | 12/31/2023 | CI Private Wealth LLC | 700,424 | $184,309 | 12/31/2023 | CRM | 700,424 | $184,309 | 12/31/2023 | Vaughan Nelson Investment Management L.P. | 609,305 | $183,511 | 03/31/2024 | CRM | 609,305 | $183,511 | 03/31/2024 | Fort Washington Investment Advisors Inc. OH | 655,123 | $172,389 | 12/31/2023 | CRM | 655,123 | $172,389 | 12/31/2023 | Toronto Dominion Bank | 645,282 | $169,800 | 12/31/2023 | CRM | 645,282 | $169,800 | 12/31/2023 | Victory Capital Management Inc. | 636,183 | $167,405 | 12/31/2023 | CRM | 636,183 | $167,405 | 12/31/2023 | Robeco Institutional Asset Management B.V. | 630,583 | $165,932 | 12/31/2023 | CRM | 630,583 | $165,932 | 12/31/2023 | BNP Paribas Arbitrage SA | | $165,485 | 12/31/2023 | CRM | 989,297 | $260,321 | 12/31/2023 | Put | 6,028 | $158,621 | 12/31/2023 | Call | 2,424 | $63,785 | 12/31/2023 | Janus Henderson Group PLC | 627,455 | $165,171 | 12/31/2023 | CRM | 627,455 | $165,171 | 12/31/2023 | Fernbridge Capital Management LP | 617,218 | $162,415 | 12/31/2023 | CRM | 617,218 | $162,415 | 12/31/2023 | CI Investments Inc. | 616,128 | $162,128 | 12/31/2023 | CRM | 616,128 | $162,128 | 12/31/2023 | Westfield Capital Management Co. LP | 608,116 | $160,020 | 12/31/2023 | CRM | 608,116 | $160,020 | 12/31/2023 | Harding Loevner LP | 603,237 | $159,065 | 12/31/2023 | CRM | 603,237 | $159,065 | 12/31/2023 | Allspring Global Investments Holdings LLC | 523,681 | $157,722 | 03/31/2024 | CRM | 523,681 | $157,722 | 03/31/2024 | Epoch Investment Partners Inc. | 591,305 | $155,596 | 12/31/2023 | CRM | 591,305 | $155,596 | 12/31/2023 | Kensico Capital Management Corp | 589,600 | $155,147 | 12/31/2023 | CRM | 589,600 | $155,147 | 12/31/2023 | Mitsubishi UFJ Trust & Banking Corp | 589,537 | $155,131 | 12/31/2023 | CRM | 589,537 | $155,131 | 12/31/2023 | Caisse DE Depot ET Placement DU Quebec | 578,118 | $152,126 | 12/31/2023 | CRM | 578,118 | $152,126 | 12/31/2023 | State of New Jersey Common Pension Fund D | 553,444 | $145,633 | 12/31/2023 | CRM | 553,444 | $145,633 | 12/31/2023 | State of Wisconsin Investment Board | 547,674 | $144,115 | 12/31/2023 | CRM | 547,674 | $144,115 | 12/31/2023 | Chevy Chase Trust Holdings Inc. | 545,304 | $143,491 | 12/31/2023 | CRM | 545,304 | $143,491 | 12/31/2023 | Novo Holdings A S | 530,500 | $139,596 | 12/31/2023 | CRM | 530,500 | $139,596 | 12/31/2023 | Empower Advisory Group LLC | 529,667 | $139,377 | 12/31/2023 | CRM | 529,667 | $139,377 | 12/31/2023 | Nomura Asset Management Co. Ltd. | 528,503 | $139,070 | 12/31/2023 | CRM | 528,503 | $139,070 | 12/31/2023 | Public Sector Pension Investment Board | 522,437 | $137,474 | 12/31/2023 | CRM | 522,437 | $137,474 | 12/31/2023 | Mirae Asset Global Investments Co. Ltd. | 519,262 | $136,651 | 12/31/2023 | CRM | 519,262 | $136,651 | 12/31/2023 | Select Equity Group L.P. | 513,923 | $135,234 | 12/31/2023 | CRM | 513,923 | $135,234 | 12/31/2023 | Asset Management One Co. Ltd. | 506,776 | $134,585 | 12/31/2023 | CRM | 506,776 | $134,585 | 12/31/2023 | Rockefeller Capital Management L.P. | 506,517 | $133,285 | 12/31/2023 | CRM | 506,517 | $133,285 | 12/31/2023 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 469,853 | $132,071 | 12/31/2023 | CRM | 469,853 | $132,071 | 12/31/2023 | Newlands Management Operations LLC | 500,618 | $131,733 | 12/31/2023 | CRM | 500,618 | $131,733 | 12/31/2023 | Kovitz Investment Group Partners LLC | 500,491 | $131,699 | 12/31/2023 | CRM | 500,491 | $131,699 | 12/31/2023 | Palestra Capital Management LLC | 494,486 | $130,119 | 12/31/2023 | CRM | 494,486 | $130,119 | 12/31/2023 | Eminence Capital LP | 489,400 | $128,781 | 12/31/2023 | CRM | 489,400 | $128,781 | 12/31/2023 | Sachem Head Capital Management LP | 488,800 | $128,623 | 12/31/2023 | CRM | 488,800 | $128,623 | 12/31/2023 | US Bancorp DE | | $128,053 | 12/31/2023 | CRM | 486,635 | $128,053 | 12/31/2023 | Call | 17 | $0 | 12/31/2023 | Susquehanna International Group LLP | | $127,195 | 12/31/2023 | Put | 3,533,100 | $929,700 | 12/31/2023 | Call | 3,393,200 | $892,887 | 12/31/2023 | CRM | 623,274 | $164,008 | 12/31/2023 | Squarepoint Ops LLC | | $127,109 | 12/31/2023 | CRM | 297,648 | $78,323 | 12/31/2023 | Call | 244,200 | $64,259 | 12/31/2023 | Put | 58,800 | $15,473 | 12/31/2023 | Public Employees Retirement System of Ohio | 481,107 | $126,598 | 12/31/2023 | CRM | 481,107 | $126,598 | 12/31/2023 | Zurcher Kantonalbank Zurich Cantonalbank | 481,024 | $126,577 | 12/31/2023 | CRM | 481,024 | $126,577 | 12/31/2023 | Zurich Insurance Group Ltd FI | 474,402 | $124,834 | 12/31/2023 | CRM | 474,402 | $124,834 | 12/31/2023 | Mn Services Vermogensbeheer B.V. | 473,200 | $124,518 | 12/31/2023 | CRM | 473,200 | $124,518 | 12/31/2023 | Ossiam | 465,824 | $122,577 | 12/31/2023 | CRM | 465,824 | $122,577 | 12/31/2023 | Aviva PLC | 455,673 | $119,906 | 12/31/2023 | CRM | 455,673 | $119,906 | 12/31/2023 | Vontobel Holding Ltd. | 454,649 | $119,636 | 12/31/2023 | CRM | 454,649 | $119,636 | 12/31/2023 | Treasurer of the State of North Carolina | 444,030 | $116,842 | 12/31/2023 | CRM | 444,030 | $116,842 | 12/31/2023 | Banque Pictet & Cie SA | 432,879 | $113,908 | 12/31/2023 | CRM | 432,879 | $113,908 | 12/31/2023 | State of Tennessee Treasury Department | 425,135 | $111,870 | 12/31/2023 | CRM | 425,135 | $111,870 | 12/31/2023 | Federated Hermes Inc. | 418,196 | $110,044 | 12/31/2023 | CRM | 418,196 | $110,044 | 12/31/2023 | Candriam Luxembourg S.C.A. | 417,320 | $109,819 | 12/31/2023 | CRM | 417,320 | $109,819 | 12/31/2023 | ING Groep NV | 414,331 | $109,027 | 12/31/2023 | CRM | 414,331 | $109,027 | 12/31/2023 | iA Global Asset Management Inc. | 409,390 | $107,727 | 12/31/2023 | CRM | 409,390 | $107,727 | 12/31/2023 | Handelsbanken Fonder AB | 407,543 | $107,241 | 12/31/2023 | CRM | 407,543 | $107,241 | 12/31/2023 | Truist Financial Corp | 405,563 | $106,720 | 12/31/2023 | CRM | 405,563 | $106,720 | 12/31/2023 | Ieq Capital LLC | 404,118 | $106,340 | 12/31/2023 | CRM | 404,118 | $106,340 | 12/31/2023 | Strs Ohio | 402,585 | $105,936 | 12/31/2023 | CRM | 402,585 | $105,936 | 12/31/2023 | HighTower Advisors LLC | | $105,126 | 12/31/2023 | CRM | 398,871 | $105,138 | 12/31/2023 | Put | 1,000 | $12 | 12/31/2023 | Point72 Asset Management L.P. | 399,073 | $105,012 | 12/31/2023 | CRM | 399,073 | $105,012 | 12/31/2023 | Royal London Asset Management Ltd. | 396,501 | $104,335 | 12/31/2023 | CRM | 396,501 | $104,335 | 12/31/2023 | XN LP | 396,383 | $104,304 | 12/31/2023 | CRM | 396,383 | $104,304 | 12/31/2023 | Degroof Petercam Asset Management | 393,540 | $103,556 | 12/31/2023 | CRM | 393,540 | $103,556 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 391,204 | $102,941 | 12/31/2023 | CRM | 391,204 | $102,941 | 12/31/2023 | Bank Julius Baer & Co. Ltd Zurich | 379,235 | $99,792 | 12/31/2023 | CRM | 379,235 | $99,792 | 12/31/2023 | Tairen Capital Ltd | 371,494 | $97,755 | 12/31/2023 | CRM | 371,494 | $97,755 | 12/31/2023 | Maverick Capital Ltd. | 370,276 | $97,434 | 12/31/2023 | CRM | 370,276 | $97,434 | 12/31/2023 | Tredje AP fonden | 361,612 | $95,155 | 12/31/2023 | CRM | 361,612 | $95,155 | 12/31/2023 | Soma Equity Partners LP | 359,812 | $94,680 | 12/31/2023 | CRM | 359,812 | $94,680 | 12/31/2023 | Candlestick Capital Management LP | 359,741 | $94,662 | 12/31/2023 | CRM | 359,741 | $94,662 | 12/31/2023 | Congress Asset Management Co. MA | 308,340 | $92,866 | 03/31/2024 | CRM | 308,340 | $92,866 | 03/31/2024 | AMF Pensionsforsakring AB | 302,981 | $91,270 | 03/31/2024 | CRM | 302,981 | $91,270 | 03/31/2024 | Skandinaviska Enskilda Banken AB publ | 342,212 | $90,050 | 12/31/2023 | CRM | 342,212 | $90,050 | 12/31/2023 | Nellore Capital Management LLC | 338,439 | $89,057 | 12/31/2023 | CRM | 338,439 | $89,057 | 12/31/2023 | Riverbridge Partners LLC | 337,949 | $88,928 | 12/31/2023 | CRM | 337,949 | $88,928 | 12/31/2023 | Marshall Wace LLP | | $88,416 | 12/31/2023 | CRM | 398,704 | $104,915 | 12/31/2023 | Put | 112,600 | $29,630 | 12/31/2023 | Call | 49,900 | $13,131 | 12/31/2023 | Rafferty Asset Management LLC | 334,986 | $88,148 | 12/31/2023 | CRM | 334,986 | $88,148 | 12/31/2023 | Kodai Capital Management LP | 333,082 | $87,647 | 12/31/2023 | CRM | 333,082 | $87,647 | 12/31/2023 | Milestone Resources Group Ltd | 324,518 | $85,394 | 12/31/2023 | CRM | 324,518 | $85,394 | 12/31/2023 | Alua Capital Management LP | 321,955 | $84,719 | 12/31/2023 | CRM | 321,955 | $84,719 | 12/31/2023 | ProShare Advisors LLC | 318,215 | $83,735 | 12/31/2023 | CRM | 318,215 | $83,735 | 12/31/2023 | Advisor Group Holdings Inc. | 315,310 | $82,971 | 12/31/2023 | CRM | 315,310 | $82,971 | 12/31/2023 | Renaissance Technologies LLC | 309,428 | $81,423 | 12/31/2023 | CRM | 309,428 | $81,423 | 12/31/2023 | Primecap Management Co. CA | 308,900 | $81,284 | 12/31/2023 | CRM | 308,900 | $81,284 | 12/31/2023 | Employees Retirement System of Texas | 305,000 | $80,258 | 12/31/2023 | CRM | 305,000 | $80,258 | 12/31/2023 | State of Michigan Retirement System | 265,243 | $79,886 | 03/31/2024 | CRM | 265,243 | $79,886 | 03/31/2024 | Mar Vista Investment Partners LLC | 301,241 | $79,269 | 12/31/2023 | CRM | 301,241 | $79,269 | 12/31/2023 | Westwood Holdings Group Inc. | 300,961 | $79,195 | 12/31/2023 | CRM | 300,961 | $79,195 | 12/31/2023 | Commonwealth Equity Services LLC | 294,359 | $77,458 | 12/31/2023 | CRM | 294,359 | $77,458 | 12/31/2023 | Moore Capital Management LP | 294,030 | $77,371 | 12/31/2023 | CRM | 294,030 | $77,371 | 12/31/2023 | HMI Capital LLC | 293,200 | $77,153 | 12/31/2023 | CRM | 293,200 | $77,153 | 12/31/2023 | Kinetic Partners Management LP | 291,800 | $76,784 | 12/31/2023 | CRM | 291,800 | $76,784 | 12/31/2023 | American International Group Inc. | 291,779 | $76,779 | 12/31/2023 | CRM | 291,779 | $76,779 | 12/31/2023 | Junto Capital Management LP | 291,719 | $76,763 | 12/31/2023 | CRM | 291,719 | $76,763 | 12/31/2023 | Sumitomo Mitsui DS Asset Management Company Ltd | 290,603 | $76,469 | 12/31/2023 | CRM | 290,603 | $76,469 | 12/31/2023 | Morningstar Investment Services LLC | 281,970 | $74,886 | 12/31/2023 | CRM | 281,970 | $74,886 | 12/31/2023 | UniSuper Management Pty Ltd | 284,414 | $74,841 | 12/31/2023 | CRM | 284,414 | $74,841 | 12/31/2023 | Arizona State Retirement System | 283,538 | $74,610 | 12/31/2023 | CRM | 283,538 | $74,610 | 12/31/2023 | Calamos Advisors LLC | 282,483 | $74,333 | 12/31/2023 | CRM | 282,483 | $74,333 | 12/31/2023 | Compagnie Lombard Odier SCmA | | $74,325 | 12/31/2023 | CRM | 282,454 | $74,325 | 12/31/2023 | Put | 0 | $0 | 12/31/2023 | Call | 0 | $0 | 12/31/2023 | Connor Clark & Lunn Investment Management Ltd. | 281,761 | $74,143 | 12/31/2023 | CRM | 281,761 | $74,143 | 12/31/2023 | Mairs & Power Inc. | 279,155 | $73,457 | 12/31/2023 | CRM | 279,155 | $73,457 | 12/31/2023 | Pinebridge Investments L.P. | 275,761 | $72,565 | 12/31/2023 | CRM | 275,761 | $72,565 | 12/31/2023 | Polar Capital Holdings Plc | 274,413 | $72,209 | 12/31/2023 | CRM | 274,413 | $72,209 | 12/31/2023 | APG Asset Management US Inc. | 272,274 | $71,646 | 12/31/2023 | CRM | 272,274 | $71,646 | 12/31/2023 | Baird Financial Group Inc. | 271,128 | $71,345 | 12/31/2023 | CRM | 271,128 | $71,345 | 12/31/2023 | Chicago Capital LLC | 235,778 | $71,012 | 03/31/2024 | CRM | 235,778 | $71,012 | 03/31/2024 | Nicholas Company Inc. | 267,250 | $70,324 | 12/31/2023 | CRM | 267,250 | $70,324 | 12/31/2023 | Carmignac Gestion | 267,004 | $70,263 | 12/31/2023 | CRM | 267,004 | $70,263 | 12/31/2023 | MetLife Investment Management LLC | 265,107 | $69,760 | 12/31/2023 | CRM | 265,107 | $69,760 | 12/31/2023 | Natixis | | $68,972 | 12/31/2023 | Call | 150,000 | $39,471 | 12/31/2023 | CRM | 112,111 | $29,501 | 12/31/2023 | OFI Invest Asset Management | 250,198 | $65,837 | 12/31/2023 | CRM | 250,198 | $65,837 | 12/31/2023 | Bristol John W & Co. Inc. NY | 249,280 | $65,596 | 12/31/2023 | CRM | 249,280 | $65,596 | 12/31/2023 | Kempen Capital Management N.V. | 248,609 | $65,419 | 12/31/2023 | CRM | 248,609 | $65,419 | 12/31/2023 | Crestwood Advisors Group LLC | 247,009 | $64,998 | 12/31/2023 | CRM | 247,009 | $64,998 | 12/31/2023 | Fifth Third Bancorp | 246,344 | $64,823 | 12/31/2023 | CRM | 246,344 | $64,823 | 12/31/2023 | Teachers Retirement System of The State of Kentucky | 245,308 | $64,550 | 12/31/2023 | CRM | 245,308 | $64,550 | 12/31/2023 | Oversea Chinese Banking CORP Ltd | 245,034 | $64,482 | 12/31/2023 | CRM | 245,034 | $64,482 | 12/31/2023 | King Luther Capital Management Corp | 244,471 | $64,330 | 12/31/2023 | CRM | 244,471 | $64,330 | 12/31/2023 | Teacher Retirement System of Texas | 243,724 | $64,134 | 12/31/2023 | CRM | 243,724 | $64,134 | 12/31/2023 | Bartlett & Co. LLC | 240,163 | $63,786 | 12/31/2023 | CRM | 240,163 | $63,786 | 12/31/2023 | Bartlett & CO. Wealth Management LLC | 240,163 | $63,782 | 12/31/2023 | CRM | 240,163 | $63,782 | 12/31/2023 | Amalgamated Bank | 239,227 | $62,950 | 12/31/2023 | CRM | 239,227 | $62,950 | 12/31/2023 | Jericho Capital Asset Management L.P. | 239,000 | $62,890 | 12/31/2023 | CRM | 239,000 | $62,890 | 12/31/2023 | Mackenzie Financial Corp | 238,056 | $62,642 | 12/31/2023 | CRM | 238,056 | $62,642 | 12/31/2023 | Nan Shan Life Insurance Co. Ltd. | 237,590 | $62,519 | 12/31/2023 | CRM | 237,590 | $62,519 | 12/31/2023 | AMI Asset Management Corp | 237,529 | $62,503 | 12/31/2023 | CRM | 237,529 | $62,503 | 12/31/2023 | DNB Asset Management AS | 206,917 | $62,319 | 03/31/2024 | CRM | 206,917 | $62,319 | 03/31/2024 | Banco Bilbao Vizcaya Argentaria S.A. | 236,206 | $62,176 | 12/31/2023 | CRM | 236,206 | $62,176 | 12/31/2023 | Comerica Bank | 233,052 | $61,325 | 12/31/2023 | CRM | 233,052 | $61,325 | 12/31/2023 | Impax Asset Management Group plc | 223,846 | $58,903 | 12/31/2023 | CRM | 223,846 | $58,903 | 12/31/2023 | Creative Planning | | $58,715 | 12/31/2023 | CRM | 201,569 | $53,041 | 12/31/2023 | Call | 70,100 | $5,674 | 12/31/2023 | La Banque Postale Asset Management SA | 221,753 | $58,352 | 12/31/2023 | CRM | 221,753 | $58,352 | 12/31/2023 | Locust Wood Capital Advisers LLC | 220,945 | $58,139 | 12/31/2023 | CRM | 220,945 | $58,139 | 12/31/2023 | Caxton Associates LP | 220,000 | $57,891 | 12/31/2023 | CRM | 220,000 | $57,891 | 12/31/2023 | Forsta AP Fonden | 217,647 | $57,272 | 12/31/2023 | CRM | 217,647 | $57,272 | 12/31/2023 | Banco Santander S.A. | 215,296 | $56,653 | 12/31/2023 | CRM | 215,296 | $56,653 | 12/31/2023 | Gateway Investment Advisers LLC | 187,486 | $56,467 | 03/31/2024 | CRM | 187,486 | $56,467 | 03/31/2024 | Retirement Systems of Alabama | 214,440 | $56,428 | 12/31/2023 | CRM | 214,440 | $56,428 | 12/31/2023 | Petrus Trust Company LTA | 214,300 | $56,391 | 12/31/2023 | CRM | 214,300 | $56,391 | 12/31/2023 | CIBC Asset Management Inc | 213,997 | $56,311 | 12/31/2023 | CRM | 213,997 | $56,311 | 12/31/2023 | Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 213,074 | $56,068 | 12/31/2023 | CRM | 213,074 | $56,068 | 12/31/2023 | Motley Fool Wealth Management LLC | 212,006 | $55,539 | 12/31/2023 | CRM | 212,006 | $55,539 | 12/31/2023 | Capital International Inc. | 209,308 | $55,077 | 12/31/2023 | CRM | 209,308 | $55,077 | 12/31/2023 | Crosslink Capital Inc. | 208,345 | $54,824 | 12/31/2023 | CRM | 208,345 | $54,824 | 12/31/2023 | Janney Montgomery Scott LLC | 207,887 | $54,704 | 12/31/2023 | CRM | 207,887 | $54,704 | 12/31/2023 | Capital Group Private Client Services Inc. | 207,581 | $54,623 | 12/31/2023 | CRM | 207,581 | $54,623 | 12/31/2023 | Windward Capital Management Co. CA | 205,673 | $54,121 | 12/31/2023 | CRM | 205,673 | $54,121 | 12/31/2023 | Pictet & Cie Europe SA | 204,712 | $53,868 | 12/31/2023 | CRM | 204,712 | $53,868 | 12/31/2023 | The PNC Financial Services Group Inc. | 201,936 | $53,137 | 12/31/2023 | CRM | 201,936 | $53,137 | 12/31/2023 | Nisa Investment Advisors LLC | 201,576 | $53,043 | 12/31/2023 | CRM | 201,576 | $53,043 | 12/31/2023 | IFM Investors Pty Ltd | 200,928 | $52,872 | 12/31/2023 | CRM | 200,928 | $52,872 | 12/31/2023 | Texas Permanent School Fund | 200,911 | $52,868 | 12/31/2023 | CRM | 200,911 | $52,868 | 12/31/2023 | Schonfeld Strategic Advisors LLC | 198,677 | $52,280 | 12/31/2023 | CRM | 198,677 | $52,280 | 12/31/2023 | Summitry LLC | 198,367 | $52,198 | 12/31/2023 | CRM | 198,367 | $52,198 | 12/31/2023 | Oppenheimer Asset Management Inc. | 196,782 | $51,781 | 12/31/2023 | CRM | 196,782 | $51,781 | 12/31/2023 | Valiant Capital Management L.P. | 196,536 | $51,716 | 12/31/2023 | CRM | 196,536 | $51,716 | 12/31/2023 | Daymark Wealth Partners LLC | 171,228 | $51,570 | 03/31/2024 | CRM | 171,228 | $51,570 | 03/31/2024 | Xponance Inc. | 195,605 | $51,471 | 12/31/2023 | CRM | 195,605 | $51,471 | 12/31/2023 | Czech National Bank | 170,320 | $51,297 | 03/31/2024 | CRM | 170,320 | $51,297 | 03/31/2024 | Mogy Joel R Investment Counsel Inc. | 194,795 | $51,258 | 12/31/2023 | CRM | 194,795 | $51,258 | 12/31/2023 | Mariner LLC | 194,693 | $51,232 | 12/31/2023 | CRM | 194,693 | $51,232 | 12/31/2023 | Signature Estate & Investment Advisors LLC | 194,134 | $51,084 | 12/31/2023 | CRM | 194,134 | $51,084 | 12/31/2023 | United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 190,972 | $50,252 | 12/31/2023 | CRM | 190,972 | $50,252 | 12/31/2023 | Scotia Capital Inc. | 190,289 | $50,070 | 12/31/2023 | CRM | 190,289 | $50,070 | 12/31/2023 | Group One Trading L.P. | | $49,941 | 12/31/2023 | Call | 215,700 | $56,759 | 12/31/2023 | Put | 42,700 | $11,236 | 12/31/2023 | CRM | 16,788 | $4,418 | 12/31/2023 | Oribel Capital Management LP | 189,200 | $49,786 | 12/31/2023 | CRM | 189,200 | $49,786 | 12/31/2023 | Huntington National Bank | 187,537 | $49,349 | 12/31/2023 | CRM | 187,537 | $49,349 | 12/31/2023 | RV Capital GmbH | 186,849 | $49,167 | 12/31/2023 | CRM | 186,849 | $49,167 | 12/31/2023 | Manning & Napier Group LLC | 162,616 | $48,976 | 03/31/2024 | CRM | 162,616 | $48,976 | 03/31/2024 | Cibc World Markets Corp | 184,704 | $48,603 | 12/31/2023 | CRM | 184,704 | $48,603 | 12/31/2023 | Hyperion Asset Management Ltd | 184,585 | $48,572 | 12/31/2023 | CRM | 184,585 | $48,572 | 12/31/2023 | RMB Capital Management LLC | 180,775 | $47,569 | 12/31/2023 | CRM | 180,775 | $47,569 | 12/31/2023 | Magellan Asset Management Ltd | 179,721 | $47,292 | 12/31/2023 | CRM | 179,721 | $47,292 | 12/31/2023 | Financial Counselors Inc. | 179,047 | $47,114 | 12/31/2023 | CRM | 179,047 | $47,114 | 12/31/2023 | Townsquare Capital LLC | 178,155 | $46,880 | 12/31/2023 | CRM | 178,155 | $46,880 | 12/31/2023 | Lannebo Fonder AB | 175,900 | $46,704 | 12/31/2023 | CRM | 175,900 | $46,704 | 12/31/2023 | Obermeyer Wood Investment Counsel Lllp | 175,375 | $46,148 | 12/31/2023 | CRM | 175,375 | $46,148 | 12/31/2023 | Woodline Partners LP | 172,225 | $45,319 | 12/31/2023 | CRM | 172,225 | $45,319 | 12/31/2023 | TenCore Partners LP | 171,214 | $45,053 | 12/31/2023 | CRM | 171,214 | $45,053 | 12/31/2023 | M&T Bank Corp | 170,474 | $44,858 | 12/31/2023 | CRM | 170,474 | $44,858 | 12/31/2023 | AE Wealth Management LLC | 159,519 | $44,656 | 12/31/2023 | CRM | 159,519 | $44,656 | 12/31/2023 | Connectus Wealth LLC | 168,706 | $44,395 | 12/31/2023 | CRM | 168,706 | $44,395 | 12/31/2023 | Tudor Investment Corp Et Al | | $44,287 | 12/31/2023 | CRM | 164,002 | $43,155 | 12/31/2023 | Call | 9,200 | $2,421 | 12/31/2023 | Put | 4,900 | $1,289 | 12/31/2023 | Natixis Investment Managers International | 167,235 | $44,006 | 12/31/2023 | CRM | 167,235 | $44,006 | 12/31/2023 | CIBC World Markets Inc. | 166,885 | $43,914 | 12/31/2023 | CRM | 166,885 | $43,914 | 12/31/2023 | Daiwa Securities Group Inc. | 166,765 | $43,883 | 12/31/2023 | CRM | 166,765 | $43,883 | 12/31/2023 | Heritage Investors Management Corp | 165,979 | $43,676 | 12/31/2023 | CRM | 165,979 | $43,676 | 12/31/2023 | Atalanta Sosnoff Capital LLC | 165,494 | $43,548 | 12/31/2023 | CRM | 165,494 | $43,548 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 144,179 | $43,424 | 03/31/2024 | CRM | 144,179 | $43,424 | 03/31/2024 | Utah Retirement Systems | 164,232 | $43,216 | 12/31/2023 | CRM | 164,232 | $43,216 | 12/31/2023 | Brown Advisory Inc. | 163,856 | $43,117 | 12/31/2023 | CRM | 163,856 | $43,117 | 12/31/2023 | Balyasny Asset Management LLC | | $42,550 | 12/31/2023 | CRM | 221,196 | $58,206 | 12/31/2023 | Put | 161,900 | $42,602 | 12/31/2023 | Call | 102,400 | $26,946 | 12/31/2023 | Capitolis Liquid Global Markets LLC | 160,000 | $42,102 | 12/31/2023 | CRM | 160,000 | $42,102 | 12/31/2023 | WestEnd Advisors LLC | 159,453 | $41,958 | 12/31/2023 | CRM | 159,453 | $41,958 | 12/31/2023 | Guinness Asset Management LTD | 137,639 | $41,455 | 03/31/2024 | CRM | 137,639 | $41,455 | 03/31/2024 | ExodusPoint Capital Management LP | 153,182 | $40,308 | 12/31/2023 | CRM | 153,182 | $40,308 | 12/31/2023 | New York Life Investment Management LLC | 152,347 | $40,089 | 12/31/2023 | CRM | 152,347 | $40,089 | 12/31/2023 | Becker Capital Management Inc. | 150,219 | $39,529 | 12/31/2023 | CRM | 150,219 | $39,529 | 12/31/2023 | Pinnacle Financial Partners Inc. | 149,156 | $39,249 | 12/31/2023 | CRM | 149,156 | $39,249 | 12/31/2023 | B. Metzler seel. Sohn & Co. AG | 149,041 | $39,217 | 12/31/2023 | CRM | 149,041 | $39,217 | 12/31/2023 | Long Path Partners LP | 148,631 | $39,111 | 12/31/2023 | CRM | 148,631 | $39,111 | 12/31/2023 | Fjarde AP Fonden Fourth Swedish National Pension Fund | 148,555 | $39,091 | 12/31/2023 | CRM | 148,555 | $39,091 | 12/31/2023 | Martingale Asset Management L P | 147,466 | $38,804 | 12/31/2023 | CRM | 147,466 | $38,804 | 12/31/2023 | USS Investment Management Ltd | 146,504 | $38,565 | 12/31/2023 | CRM | 146,504 | $38,565 | 12/31/2023 | Franklin Street Advisors Inc. NC | 127,823 | $38,498 | 03/31/2024 | CRM | 127,823 | $38,498 | 03/31/2024 | Renaissance Group LLC | 144,158 | $37,939 | 12/31/2023 | CRM | 144,158 | $37,939 | 12/31/2023 | Tower Research Capital LLC TRC | 142,504 | $37,499 | 12/31/2023 | CRM | 142,504 | $37,499 | 12/31/2023 | Quadrature Capital Ltd | 141,071 | $37,128 | 12/31/2023 | CRM | 141,071 | $37,128 | 12/31/2023 | Quilter Plc | 138,919 | $36,815 | 12/31/2023 | CRM | 138,919 | $36,815 | 12/31/2023 | Guggenheim Capital LLC | 139,862 | $36,803 | 12/31/2023 | CRM | 139,862 | $36,803 | 12/31/2023 | Aureus Asset Management LLC | 137,971 | $36,306 | 12/31/2023 | CRM | 137,971 | $36,306 | 12/31/2023 | Regions Financial Corp | 137,165 | $36,094 | 12/31/2023 | CRM | 137,165 | $36,094 | 12/31/2023 | Yousif Capital Management LLC | 136,400 | $35,892 | 12/31/2023 | CRM | 136,400 | $35,892 | 12/31/2023 | Hudson Bay Capital Management LP | | $35,787 | 12/31/2023 | CRM | 486,000 | $127,886 | 12/31/2023 | Put | 350,000 | $92,099 | 12/31/2023 | Adams Diversified Equity Fund Inc. | 135,700 | $35,708 | 12/31/2023 | CRM | 135,700 | $35,708 | 12/31/2023 | Hollencrest Capital Management | 134,691 | $35,443 | 12/31/2023 | CRM | 134,691 | $35,443 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 133,842 | $35,219 | 12/31/2023 | CRM | 133,842 | $35,219 | 12/31/2023 | J. Stern & Co. LLP | 122,592 | $34,459 | 12/31/2023 | CRM | 122,592 | $34,459 | 12/31/2023 | Howard Capital Management Group LLC | 113,820 | $34,280 | 03/31/2024 | CRM | 113,820 | $34,280 | 03/31/2024 | Mutual of America Capital Management LLC | 130,219 | $34,266 | 12/31/2023 | CRM | 130,219 | $34,266 | 12/31/2023 | PEAK6 Investments LLC | | $33,946 | 12/31/2023 | Call | 282,500 | $74,337 | 12/31/2023 | Put | 153,500 | $40,392 | 12/31/2023 | CRM | 2 | $1 | 12/31/2023 | Nomura Holdings Inc. | | $33,884 | 12/31/2023 | Call | 109,000 | $28,682 | 12/31/2023 | CRM | 42,069 | $11,070 | 12/31/2023 | Put | 22,300 | $5,868 | 12/31/2023 | Davidson Kempner Capital Management LP | 128,669 | $33,858 | 12/31/2023 | CRM | 128,669 | $33,858 | 12/31/2023 | Badgley Phelps Wealth Managers LLC | 128,306 | $33,762 | 12/31/2023 | CRM | 128,306 | $33,762 | 12/31/2023 | Sequoia Financial Advisors LLC | 125,566 | $33,042 | 12/31/2023 | CRM | 125,566 | $33,042 | 12/31/2023 | Weitz Investment Management Inc. | 125,000 | $32,892 | 12/31/2023 | CRM | 125,000 | $32,892 | 12/31/2023 | Allen Investment Management LLC | 123,694 | $32,549 | 12/31/2023 | CRM | 123,694 | $32,549 | 12/31/2023 | Cetera Advisor Networks LLC | 123,290 | $32,443 | 12/31/2023 | CRM | 123,290 | $32,443 | 12/31/2023 | MML Investors Services LLC | 122,411 | $32,211 | 12/31/2023 | CRM | 122,411 | $32,211 | 12/31/2023 | United Capital Financial Advisers LLC | 121,960 | $32,093 | 12/31/2023 | CRM | 121,960 | $32,093 | 12/31/2023 | Sanibel Captiva Trust Company Inc. | 120,689 | $31,758 | 12/31/2023 | CRM | 120,689 | $31,758 | 12/31/2023 | Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 120,000 | $31,577 | 12/31/2023 | CRM | 120,000 | $31,577 | 12/31/2023 | Avala Global LP | 119,200 | $31,366 | 12/31/2023 | CRM | 119,200 | $31,366 | 12/31/2023 | Silvant Capital Management LLC | 117,662 | $30,962 | 12/31/2023 | CRM | 117,662 | $30,962 | 12/31/2023 | Tocqueville Asset Management L.P. | 116,581 | $30,677 | 12/31/2023 | CRM | 116,581 | $30,677 | 12/31/2023 | Immersion Capital LLP | 115,764 | $30,462 | 12/31/2023 | CRM | 115,764 | $30,462 | 12/31/2023 | Capital International Sarl | 115,498 | $30,392 | 12/31/2023 | CRM | 115,498 | $30,392 | 12/31/2023 | Factory Mutual Insurance Co. | 100,800 | $30,359 | 03/31/2024 | CRM | 100,800 | $30,359 | 03/31/2024 | Glenmede Trust Co. NA | 114,978 | $30,255 | 12/31/2023 | CRM | 114,978 | $30,255 | 12/31/2023 | Governors Lane LP | 114,803 | $30,209 | 12/31/2023 | CRM | 114,803 | $30,209 | 12/31/2023 | Thomasville National Bank | 98,280 | $29,600 | 03/31/2024 | CRM | 98,280 | $29,600 | 03/31/2024 | Cresset Asset Management LLC | 112,356 | $29,565 | 12/31/2023 | CRM | 112,356 | $29,565 | 12/31/2023 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 112,007 | $29,474 | 12/31/2023 | CRM | 112,007 | $29,474 | 12/31/2023 | EULAV Asset Management | 111,908 | $29,447 | 12/31/2023 | CRM | 111,908 | $29,447 | 12/31/2023 | Nissay Asset Management Corp Japan ADV | 111,050 | $29,222 | 12/31/2023 | CRM | 111,050 | $29,222 | 12/31/2023 | Insight Holdings Group LLC | 109,200 | $28,735 | 12/31/2023 | CRM | 109,200 | $28,735 | 12/31/2023 | Baader Bank INC | 108,474 | $28,530 | 12/31/2023 | CRM | 108,474 | $28,530 | 12/31/2023 | Financial Gravity Asset Management Inc. | 107,299 | $28,235 | 12/31/2023 | CRM | 107,299 | $28,235 | 12/31/2023 | Steward Partners Investment Advisory LLC | 106,225 | $27,952 | 12/31/2023 | CRM | 106,225 | $27,952 | 12/31/2023 | Pathstone Holdings LLC | 105,807 | $27,819 | 12/31/2023 | CRM | 105,807 | $27,819 | 12/31/2023 | GTS Securities LLC | | $27,674 | 12/31/2023 | Put | 574,600 | $151,200 | 12/31/2023 | Call | 469,900 | $123,649 | 12/31/2023 | CRM | 209,868 | $55,225 | 12/31/2023 | State of Alaska Department of Revenue | 105,085 | $27,652 | 12/31/2023 | CRM | 105,085 | $27,652 | 12/31/2023 | Dana Investment Advisors Inc. | 104,990 | $27,627 | 12/31/2023 | CRM | 104,990 | $27,627 | 12/31/2023 | Steel Peak Wealth Management LLC | 91,171 | $27,495 | 03/31/2024 | CRM | 91,171 | $27,495 | 03/31/2024 | Commerzbank Aktiengesellschaft FI | 104,210 | $27,422 | 12/31/2023 | CRM | 104,210 | $27,422 | 12/31/2023 | Credit Agricole S A | | $27,279 | 12/31/2023 | CRM | 108,668 | $28,595 | 12/31/2023 | Put | 40,000 | $10,526 | 12/31/2023 | Call | 35,000 | $9,210 | 12/31/2023 | Whittier Trust Co. | 103,572 | $27,252 | 12/31/2023 | CRM | 103,572 | $27,252 | 12/31/2023 | Cetera Advisors LLC | 103,100 | $27,130 | 12/31/2023 | CRM | 103,100 | $27,130 | 12/31/2023 | TCTC Holdings LLC | 102,454 | $26,960 | 12/31/2023 | CRM | 102,454 | $26,960 | 12/31/2023 | Greenleaf Trust | 102,165 | $26,884 | 12/31/2023 | CRM | 102,165 | $26,884 | 12/31/2023 | Main Street Research LLC | 101,820 | $26,793 | 12/31/2023 | CRM | 101,820 | $26,793 | 12/31/2023 | Annex Advisory Services LLC | 88,207 | $26,566 | 03/31/2024 | CRM | 88,207 | $26,566 | 03/31/2024 | Davidson Investment Advisors | 100,638 | $26,482 | 12/31/2023 | CRM | 100,638 | $26,482 | 12/31/2023 | Capital International Ltd. | 100,456 | $26,434 | 12/31/2023 | CRM | 100,456 | $26,434 | 12/31/2023 | NS Partners Ltd | 100,328 | $26,400 | 12/31/2023 | CRM | 100,328 | $26,400 | 12/31/2023 | MayTech Global Investments LLC | 99,755 | $26,249 | 12/31/2023 | CRM | 99,755 | $26,249 | 12/31/2023 | Tokio Marine Asset Management Co. Ltd. | 98,292 | $25,865 | 12/31/2023 | CRM | 98,292 | $25,865 | 12/31/2023 | NorthCrest Asset Manangement LLC | 85,850 | $25,856 | 03/31/2024 | CRM | 85,850 | $25,856 | 03/31/2024 | Gulf International Bank UK Ltd | 85,793 | $25,839 | 03/31/2024 | CRM | 85,793 | $25,839 | 03/31/2024 | Orion Portfolio Solutions LLC | 97,920 | $25,545 | 12/31/2023 | CRM | 97,920 | $25,545 | 12/31/2023 | Kestra Advisory Services LLC | 96,078 | $25,282 | 12/31/2023 | CRM | 96,078 | $25,282 | 12/31/2023 | ClariVest Asset Management LLC | 95,805 | $25,210 | 12/31/2023 | CRM | 95,805 | $25,210 | 12/31/2023 | Wealthfront Advisers LLC | 95,434 | $25,113 | 12/31/2023 | CRM | 95,434 | $25,113 | 12/31/2023 | Atria Investments LLC | 95,149 | $25,038 | 12/31/2023 | CRM | 95,149 | $25,038 | 12/31/2023 | Chilton Capital Management LLC | 93,860 | $24,698 | 12/31/2023 | CRM | 93,860 | $24,698 | 12/31/2023 | Pinnbrook Capital Management LP | | $24,611 | 12/31/2023 | CRM | 58,528 | $15,401 | 12/31/2023 | Call | 35,000 | $9,210 | 12/31/2023 | Abner Herrman & Brock LLC | 81,176 | $24,449 | 03/31/2024 | CRM | 81,176 | $24,449 | 03/31/2024 | Toroso Investments LLC | 92,725 | $24,400 | 12/31/2023 | CRM | 92,725 | $24,400 | 12/31/2023 | RDST Capital LLC | 92,165 | $24,252 | 12/31/2023 | CRM | 92,165 | $24,252 | 12/31/2023 | TIAA Trust National Association | 91,990 | $24,206 | 12/31/2023 | CRM | 91,990 | $24,206 | 12/31/2023 | Braun Stacey Associates Inc. | 91,679 | $24,125 | 12/31/2023 | CRM | 91,679 | $24,125 | 12/31/2023 | Boston Family Office LLC | 91,161 | $23,988 | 12/31/2023 | CRM | 91,161 | $23,988 | 12/31/2023 | Stephens Inc. AR | 90,629 | $23,848 | 12/31/2023 | CRM | 90,629 | $23,848 | 12/31/2023 | Ilmarinen Mutual Pension Insurance Co | 90,000 | $23,683 | 12/31/2023 | CRM | 90,000 | $23,683 | 12/31/2023 | Alta Park Capital LP | 89,815 | $23,634 | 12/31/2023 | CRM | 89,815 | $23,634 | 12/31/2023 | OLD National Bancorp IN | 78,225 | $23,560 | 03/31/2024 | CRM | 78,225 | $23,560 | 03/31/2024 | Crossmark Global Holdings Inc. | 89,468 | $23,543 | 12/31/2023 | CRM | 89,468 | $23,543 | 12/31/2023 | UMB Bank N A MO | 89,439 | $23,535 | 12/31/2023 | CRM | 89,439 | $23,535 | 12/31/2023 | Dai Ichi Life Insurance Company Ltd | 87,736 | $23,087 | 12/31/2023 | CRM | 87,736 | $23,087 | 12/31/2023 | Harvest Portfolios Group Inc. | 87,557 | $23,040 | 12/31/2023 | CRM | 87,557 | $23,040 | 12/31/2023 | Achmea Investment Management B.V. | 87,214 | $22,949 | 12/31/2023 | CRM | 87,214 | $22,949 | 12/31/2023 | Paragon Capital Management Ltd | 76,081 | $22,914 | 03/31/2024 | CRM | 76,081 | $22,914 | 03/31/2024 | SG Americas Securities LLC | | $22,845 | 12/31/2023 | CRM | 61,229 | $16,112 | 12/31/2023 | Call | 113,400 | $6,780 | 12/31/2023 | Put | 91,000 | $47 | 12/31/2023 | Vancity Investment Management Ltd | 86,432 | $22,744 | 12/31/2023 | CRM | 86,432 | $22,744 | 12/31/2023 | Cambridge Trust Co. | 85,748 | $22,564 | 12/31/2023 | CRM | 85,748 | $22,564 | 12/31/2023 | Prio Wealth Limited Partnership | 85,019 | $22,372 | 12/31/2023 | CRM | 85,019 | $22,372 | 12/31/2023 | Elo Mutual Pension Insurance Co | 84,949 | $22,353 | 12/31/2023 | CRM | 84,949 | $22,353 | 12/31/2023 | Pittenger & Anderson Inc. | 84,828 | $22,322 | 12/31/2023 | CRM | 84,828 | $22,322 | 12/31/2023 | Kingsview Wealth Management LLC | 84,732 | $22,296 | 12/31/2023 | CRM | 84,732 | $22,296 | 12/31/2023 | Ithaka Group LLC | 84,650 | $22,275 | 12/31/2023 | CRM | 84,650 | $22,275 | 12/31/2023 | QRG Capital Management Inc. | 83,686 | $22,021 | 12/31/2023 | CRM | 83,686 | $22,021 | 12/31/2023 | Yarbrough Capital LLC | 72,522 | $21,842 | 03/31/2024 | CRM | 72,522 | $21,842 | 03/31/2024 | Community Trust & Investment Co. | 81,889 | $21,548 | 12/31/2023 | CRM | 81,889 | $21,548 | 12/31/2023 | Pacer Advisors Inc. | 81,235 | $21,376 | 12/31/2023 | CRM | 81,235 | $21,376 | 12/31/2023 | Boston Common Asset Management LLC | 69,985 | $21,078 | 03/31/2024 | CRM | 69,985 | $21,078 | 03/31/2024 | Assetmark Inc. | 79,242 | $20,852 | 12/31/2023 | CRM | 79,242 | $20,852 | 12/31/2023 | D. E. Shaw & Co. Inc. | | $20,780 | 12/31/2023 | Put | 824,500 | $216,959 | 12/31/2023 | CRM | 469,170 | $123,457 | 12/31/2023 | Call | 434,300 | $114,282 | 12/31/2023 | NewEdge Wealth LLC | 77,878 | $20,493 | 12/31/2023 | CRM | 77,878 | $20,493 | 12/31/2023 | Kentucky Retirement Systems | 77,850 | $20,485 | 12/31/2023 | CRM | 77,850 | $20,485 | 12/31/2023 | Ethic Inc. | 77,619 | $20,425 | 12/31/2023 | CRM | 77,619 | $20,425 | 12/31/2023 | Two Sigma Advisers LP | 77,500 | $20,393 | 12/31/2023 | CRM | 77,500 | $20,393 | 12/31/2023 | Nixon Peabody Trust Co. | 77,292 | $20,339 | 12/31/2023 | CRM | 77,292 | $20,339 | 12/31/2023 | Mmbg Investment Advisors CO. | 76,539 | $20,140 | 12/31/2023 | CRM | 76,539 | $20,140 | 12/31/2023 | BI Asset Management Fondsmaeglerselskab A S | 76,171 | $20,044 | 12/31/2023 | CRM | 76,171 | $20,044 | 12/31/2023 | Oregon Public Employees Retirement Fund | 75,990 | $19,996 | 12/31/2023 | CRM | 75,990 | $19,996 | 12/31/2023 | Gotham Asset Management LLC | 75,091 | $19,759 | 12/31/2023 | CRM | 75,091 | $19,759 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 74,394 | $19,576 | 12/31/2023 | CRM | 74,394 | $19,576 | 12/31/2023 | Maryland State Retirement & Pension System | 73,692 | $19,391 | 12/31/2023 | CRM | 73,692 | $19,391 | 12/31/2023 | Beacon Pointe Advisors LLC | 73,465 | $19,331 | 12/31/2023 | CRM | 73,465 | $19,331 | 12/31/2023 | WASHINGTON TRUST Co | 73,177 | $19,256 | 12/31/2023 | CRM | 73,177 | $19,256 | 12/31/2023 | Bedrijfstakpensioenfonds Voor DE Media PNO | 72,500 | $19,078 | 12/31/2023 | CRM | 72,500 | $19,078 | 12/31/2023 | NZS Capital LLC | 72,053 | $18,960 | 12/31/2023 | CRM | 72,053 | $18,960 | 12/31/2023 | Light Street Capital Management LLC | 71,888 | $18,917 | 12/31/2023 | CRM | 71,888 | $18,917 | 12/31/2023 | CCM Investment Advisers LLC | 71,803 | $18,894 | 12/31/2023 | CRM | 71,803 | $18,894 | 12/31/2023 | Valeo Financial Advisors LLC | 71,709 | $18,870 | 12/31/2023 | CRM | 71,709 | $18,870 | 12/31/2023 | Hartford Investment Management Co. | 62,565 | $18,843 | 03/31/2024 | CRM | 62,565 | $18,843 | 03/31/2024 | Motley Fool Asset Management LLC | 71,112 | $18,712 | 12/31/2023 | CRM | 71,112 | $18,712 | 12/31/2023 | CWM LLC | 62,079 | $18,697 | 03/31/2024 | CRM | 62,079 | $18,697 | 03/31/2024 | JustInvest LLC | 71,033 | $18,692 | 12/31/2023 | CRM | 71,033 | $18,692 | 12/31/2023 | MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH | 61,834 | $18,623 | 03/31/2024 | CRM | 61,834 | $18,623 | 03/31/2024 | TCG Advisory Services LLC | 70,577 | $18,572 | 12/31/2023 | CRM | 70,577 | $18,572 | 12/31/2023 | Captrust Financial Advisors | 70,389 | $18,522 | 12/31/2023 | CRM | 70,389 | $18,522 | 12/31/2023 | Azimuth Capital Investment Management LLC | 69,482 | $18,283 | 12/31/2023 | CRM | 69,482 | $18,283 | 12/31/2023 | Varma Mutual Pension Insurance Co | 69,226 | $18,216 | 12/31/2023 | CRM | 69,226 | $18,216 | 12/31/2023 | Private Advisor Group LLC | 69,107 | $18,187 | 12/31/2023 | CRM | 69,107 | $18,187 | 12/31/2023 | Trybe Capital Management LP | 68,871 | $18,123 | 12/31/2023 | CRM | 68,871 | $18,123 | 12/31/2023 | O Shaughnessy Asset Management LLC | 68,421 | $18,004 | 12/31/2023 | CRM | 68,421 | $18,004 | 12/31/2023 | Bridgecreek Investment Management LLC | 68,395 | $17,997 | 12/31/2023 | CRM | 68,395 | $17,997 | 12/31/2023 | Wesbanco Bank Inc. | 68,352 | $17,986 | 12/31/2023 | CRM | 68,352 | $17,986 | 12/31/2023 | Talbot Financial LLC | 59,491 | $17,917 | 03/31/2024 | CRM | 59,491 | $17,917 | 03/31/2024 | Cullen Frost Bankers Inc. | 67,351 | $17,723 | 12/31/2023 | CRM | 67,351 | $17,723 | 12/31/2023 | Putnam FL Investment Management Co. | 66,816 | $17,582 | 12/31/2023 | CRM | 66,816 | $17,582 | 12/31/2023 | Moran Wealth Management LLC | 66,726 | $17,558 | 12/31/2023 | CRM | 66,726 | $17,558 | 12/31/2023 | Parallel Advisors LLC | 66,137 | $17,403 | 12/31/2023 | CRM | 66,137 | $17,403 | 12/31/2023 | New Mexico Educational Retirement Board | 57,286 | $17,253 | 03/31/2024 | CRM | 57,286 | $17,253 | 03/31/2024 | Anchor Capital Advisors LLC | 65,275 | $17,177 | 12/31/2023 | CRM | 65,275 | $17,177 | 12/31/2023 | Freestone Capital Holdings LLC | 65,185 | $17,153 | 12/31/2023 | CRM | 65,185 | $17,153 | 12/31/2023 | Coronation Fund Managers Ltd. | 64,425 | $16,953 | 12/31/2023 | CRM | 64,425 | $16,953 | 12/31/2023 | WoodTrust Financial Corp | 56,262 | $16,945 | 03/31/2024 | CRM | 56,262 | $16,945 | 03/31/2024 | Dupont Capital Management Corp | 64,178 | $16,888 | 12/31/2023 | CRM | 64,178 | $16,888 | 12/31/2023 | D.A. Davidson & CO. | 63,861 | $16,804 | 12/31/2023 | CRM | 63,861 | $16,804 | 12/31/2023 | Cidel Asset Management Inc. | 63,739 | $16,772 | 12/31/2023 | CRM | 63,739 | $16,772 | 12/31/2023 | Prime Capital Investment Advisors LLC | 62,985 | $16,574 | 12/31/2023 | CRM | 62,985 | $16,574 | 12/31/2023 | Fulton Breakefield Broenniman LLC | 62,747 | $16,511 | 12/31/2023 | CRM | 62,747 | $16,511 | 12/31/2023 | Middleton & Co Inc MA | 62,533 | $16,455 | 12/31/2023 | CRM | 62,533 | $16,455 | 12/31/2023 | Healthcare of Ontario Pension Plan Trust Fund | 61,900 | $16,288 | 12/31/2023 | CRM | 61,900 | $16,288 | 12/31/2023 | Securian Asset Management Inc | 61,601 | $16,210 | 12/31/2023 | CRM | 61,601 | $16,210 | 12/31/2023 | GWM Advisors LLC | 60,197 | $16,165 | 12/31/2023 | CRM | 60,197 | $16,165 | 12/31/2023 | Lighthouse Investment Partners LLC | 61,261 | $16,120 | 12/31/2023 | CRM | 61,261 | $16,120 | 12/31/2023 | Sycomore Asset Management | 60,030 | $16,011 | 12/31/2023 | CRM | 60,030 | $16,011 | 12/31/2023 | Lyell Wealth Management LP | 60,607 | $15,948 | 12/31/2023 | CRM | 60,607 | $15,948 | 12/31/2023 | Sit Investment Associates Inc. | 60,545 | $15,932 | 12/31/2023 | CRM | 60,545 | $15,932 | 12/31/2023 | Banque Cantonale Vaudoise | 52,505 | $15,814 | 03/31/2024 | CRM | 52,505 | $15,814 | 03/31/2024 | Kestra Private Wealth Services LLC | 59,494 | $15,655 | 12/31/2023 | CRM | 59,494 | $15,655 | 12/31/2023 | Quest Investment Management LLC | 59,431 | $15,639 | 12/31/2023 | CRM | 59,431 | $15,639 | 12/31/2023 | Investment Management Corp of Ontario | 59,401 | $15,631 | 12/31/2023 | CRM | 59,401 | $15,631 | 12/31/2023 | Neville Rodie & Shaw Inc. | 51,871 | $15,623 | 03/31/2024 | CRM | 51,871 | $15,623 | 03/31/2024 | Louisiana State Employees Retirement System | 58,800 | $15,473 | 12/31/2023 | CRM | 58,800 | $15,473 | 12/31/2023 | Wilbanks Smith & Thomas Asset Management LLC | 58,529 | $15,401 | 12/31/2023 | CRM | 58,529 | $15,401 | 12/31/2023 | Payden & Rygel | 58,300 | $15,341 | 12/31/2023 | CRM | 58,300 | $15,341 | 12/31/2023 | Zevenbergen Capital Investments LLC | 58,000 | $15,262 | 12/31/2023 | CRM | 58,000 | $15,262 | 12/31/2023 | Strategic Wealth Designers | 57,720 | $15,189 | 12/31/2023 | CRM | 57,720 | $15,189 | 12/31/2023 | Lateef Investment Management L.P. | 57,299 | $15,078 | 12/31/2023 | CRM | 57,299 | $15,078 | 12/31/2023 | LA Financiere DE L Echiquier | 57,300 | $15,078 | 12/31/2023 | CRM | 57,300 | $15,078 | 12/31/2023 | Quattro Financial Advisors LLC | 50,000 | $15,059 | 03/31/2024 | CRM | 50,000 | $15,059 | 03/31/2024 | TD Waterhouse Canada Inc. | 56,338 | $15,059 | 12/31/2023 | CRM | 56,338 | $15,059 | 12/31/2023 | Soros Capital Management LLC | 56,595 | $14,892 | 12/31/2023 | CRM | 56,595 | $14,892 | 12/31/2023 | Atria Wealth Solutions Inc. | 55,674 | $14,650 | 12/31/2023 | CRM | 55,674 | $14,650 | 12/31/2023 | Congress Wealth Management LLC DE | 48,608 | $14,640 | 03/31/2024 | CRM | 48,608 | $14,640 | 03/31/2024 | Chesley Taft & Associates LLC | 48,479 | $14,601 | 03/31/2024 | CRM | 48,479 | $14,601 | 03/31/2024 | Jones Financial Companies Lllp | 55,426 | $14,585 | 12/31/2023 | CRM | 55,426 | $14,585 | 12/31/2023 | Concentric Capital Strategies LP | 55,369 | $14,570 | 12/31/2023 | CRM | 55,369 | $14,570 | 12/31/2023 | Buckingham Capital Management Inc. | 48,074 | $14,479 | 03/31/2024 | CRM | 48,074 | $14,479 | 03/31/2024 | Capital Group Investment Management PTE. LTD. | 55,015 | $14,477 | 12/31/2023 | CRM | 55,015 | $14,477 | 12/31/2023 | First Financial Bankshares Inc | 55,000 | $14,473 | 12/31/2023 | CRM | 55,000 | $14,473 | 12/31/2023 | Metis Global Partners LLC | 54,937 | $14,456 | 12/31/2023 | CRM | 54,937 | $14,456 | 12/31/2023 | Edge Wealth Management LLC | 47,926 | $14,434 | 03/31/2024 | CRM | 47,926 | $14,434 | 03/31/2024 | EDENTREE ASSET MANAGEMENT Ltd | 54,688 | $14,392 | 12/31/2023 | CRM | 54,688 | $14,392 | 12/31/2023 | Jasper Ridge Partners L.P. | 54,174 | $14,255 | 12/31/2023 | CRM | 54,174 | $14,255 | 12/31/2023 | Baker Avenue Asset Management LP | 53,475 | $14,071 | 12/31/2023 | CRM | 53,475 | $14,071 | 12/31/2023 | Dash Acquisitions Inc. | 50,731 | $14,018 | 03/31/2024 | CRM | 50,731 | $14,018 | 03/31/2024 | Synovus Financial Corp | 53,136 | $13,982 | 12/31/2023 | CRM | 53,136 | $13,982 | 12/31/2023 | Amica Mutual Insurance Co. | 52,873 | $13,913 | 12/31/2023 | CRM | 52,873 | $13,913 | 12/31/2023 | Connors Investor Services Inc. | 52,871 | $13,912 | 12/31/2023 | CRM | 52,871 | $13,912 | 12/31/2023 | ICICI Prudential Asset Management Co Ltd | 52,865 | $13,911 | 12/31/2023 | CRM | 52,865 | $13,911 | 12/31/2023 | Rokos Capital Management LLP | 52,735 | $13,883 | 12/31/2023 | CRM | 52,735 | $13,883 | 12/31/2023 | Suncoast Equity Management | 52,207 | $13,738 | 12/31/2023 | CRM | 52,207 | $13,738 | 12/31/2023 | Exchange Capital Management Inc. | 45,079 | $13,577 | 03/31/2024 | CRM | 45,079 | $13,577 | 03/31/2024 | Cetera Investment Advisers | 51,596 | $13,577 | 12/31/2023 | CRM | 51,596 | $13,577 | 12/31/2023 | Eastern Bank | 51,585 | $13,574 | 12/31/2023 | CRM | 51,585 | $13,574 | 12/31/2023 | Makena Capital Management LLC | 51,519 | $13,557 | 12/31/2023 | CRM | 51,519 | $13,557 | 12/31/2023 | Bwcp LP | 51,146 | $13,459 | 12/31/2023 | CRM | 51,146 | $13,459 | 12/31/2023 | Cornerstone Capital Inc. | 51,089 | $13,444 | 12/31/2023 | CRM | 51,089 | $13,444 | 12/31/2023 | Perigon Wealth Management LLC | 50,756 | $13,356 | 12/31/2023 | CRM | 50,756 | $13,356 | 12/31/2023 | Marco Investment Management LLC | 50,719 | $13,346 | 12/31/2023 | CRM | 50,719 | $13,346 | 12/31/2023 | Prudential PLC | 50,695 | $13,340 | 12/31/2023 | CRM | 50,695 | $13,340 | 12/31/2023 | LVM Capital Management Ltd. MI | 43,778 | $13,185 | 03/31/2024 | CRM | 43,778 | $13,185 | 03/31/2024 | Cornerstone Advisors LLC | 50,100 | $13,183 | 12/31/2023 | CRM | 50,100 | $13,183 | 12/31/2023 | One Capital Management LLC | 50,025 | $13,164 | 12/31/2023 | CRM | 50,025 | $13,164 | 12/31/2023 | Quantinno Capital Management LP | 49,992 | $13,155 | 12/31/2023 | CRM | 49,992 | $13,155 | 12/31/2023 | Mill Capital Management LLC | 49,726 | $13,085 | 12/31/2023 | CRM | 49,726 | $13,085 | 12/31/2023 | Bayesian Capital Management LP | 49,300 | $12,973 | 12/31/2023 | CRM | 49,300 | $12,973 | 12/31/2023 | GDS Wealth Management | 49,294 | $12,971 | 12/31/2023 | CRM | 49,294 | $12,971 | 12/31/2023 | Northstar Asset Management Inc. | 49,208 | $12,949 | 12/31/2023 | CRM | 49,208 | $12,949 | 12/31/2023 | CFM Wealth Partners LLC | 42,570 | $12,821 | 03/31/2024 | CRM | 42,570 | $12,821 | 03/31/2024 | Maplelane Capital LLC | 48,000 | $12,631 | 12/31/2023 | CRM | 48,000 | $12,631 | 12/31/2023 | Stratos Wealth Partners LTD. | 41,851 | $12,605 | 03/31/2024 | CRM | 41,851 | $12,605 | 03/31/2024 | Graham Capital Management L.P. | 47,879 | $12,599 | 12/31/2023 | CRM | 47,879 | $12,599 | 12/31/2023 | Equitable Trust Co. | 47,785 | $12,574 | 12/31/2023 | CRM | 47,785 | $12,574 | 12/31/2023 | GuoLine Advisory Pte Ltd | 41,500 | $12,499 | 03/31/2024 | CRM | 41,500 | $12,499 | 03/31/2024 | Norinchukin Bank The | 47,181 | $12,415 | 12/31/2023 | CRM | 47,181 | $12,415 | 12/31/2023 | Concurrent Investment Advisors LLC | 47,073 | $12,387 | 12/31/2023 | CRM | 47,073 | $12,387 | 12/31/2023 | Abbrea Capital LLC | 47,018 | $12,372 | 12/31/2023 | CRM | 47,018 | $12,372 | 12/31/2023 | Noked Israel Ltd | 47,000 | $12,368 | 12/31/2023 | CRM | 47,000 | $12,368 | 12/31/2023 | Foster Victor Wealth Advisors LLC | 46,925 | $12,241 | 12/31/2023 | CRM | 46,925 | $12,241 | 12/31/2023 | Advisory Services Network LLC | 46,436 | $12,219 | 12/31/2023 | CRM | 46,436 | $12,219 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 45,878 | $12,072 | 12/31/2023 | CRM | 45,878 | $12,072 | 12/31/2023 | Premier Fund Managers Ltd | 45,250 | $12,024 | 12/31/2023 | CRM | 45,250 | $12,024 | 12/31/2023 | Illinois Municipal Retirement Fund | 45,086 | $11,864 | 12/31/2023 | CRM | 45,086 | $11,864 | 12/31/2023 | Whittier Trust Co. of Nevada Inc. | 44,784 | $11,784 | 12/31/2023 | CRM | 44,784 | $11,784 | 12/31/2023 | Brookstone Capital Management | 39,088 | $11,773 | 03/31/2024 | CRM | 39,088 | $11,773 | 03/31/2024 | Benjamin F. Edwards & Company Inc. | 44,721 | $11,768 | 12/31/2023 | CRM | 44,721 | $11,768 | 12/31/2023 | Adell Harriman & Carpenter Inc. | 44,697 | $11,762 | 12/31/2023 | CRM | 44,697 | $11,762 | 12/31/2023 | Rosenblum Silverman Sutton S F Inc. CA | 44,664 | $11,753 | 12/31/2023 | CRM | 44,664 | $11,753 | 12/31/2023 | Means Investment CO. Inc. | 39,002 | $11,747 | 03/31/2024 | CRM | 39,002 | $11,747 | 03/31/2024 | Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management | 44,300 | $11,657 | 12/31/2023 | CRM | 44,300 | $11,657 | 12/31/2023 | Partners Capital Investment Group LLP | 44,236 | $11,640 | 12/31/2023 | CRM | 44,236 | $11,640 | 12/31/2023 | Raymond James Trust N.A. | 43,955 | $11,566 | 12/31/2023 | CRM | 43,955 | $11,566 | 12/31/2023 | OMERS ADMINISTRATION Corp | 43,799 | $11,525 | 12/31/2023 | CRM | 43,799 | $11,525 | 12/31/2023 | Iyo Bank Ltd. | 43,532 | $11,455 | 12/31/2023 | CRM | 43,532 | $11,455 | 12/31/2023 | Exchange Traded Concepts LLC | 37,952 | $11,430 | 03/31/2024 | CRM | 37,952 | $11,430 | 03/31/2024 | Spire Wealth Management | 40,680 | $11,425 | 12/31/2023 | CRM | 40,680 | $11,425 | 12/31/2023 | Two Sigma Securities LLC | | $11,335 | 12/31/2023 | Call | 109,300 | $28,761 | 12/31/2023 | Put | 95,400 | $25,104 | 12/31/2023 | CRM | 29,180 | $7,678 | 12/31/2023 | Cubist Systematic Strategies LLC | | $11,240 | 12/31/2023 | CRM | 33,513 | $8,819 | 12/31/2023 | Call | 9,200 | $2,421 | 12/31/2023 | Bridgeway Capital Management Inc. | 42,700 | $11,236 | 12/31/2023 | CRM | 42,700 | $11,236 | 12/31/2023 | Pallas Capital Advisors LLC | 36,819 | $11,089 | 03/31/2024 | CRM | 36,819 | $11,089 | 03/31/2024 | Motco | 41,794 | $10,998 | 12/31/2023 | CRM | 41,794 | $10,998 | 12/31/2023 | Forbes J M & Co. LLP | 36,324 | $10,940 | 03/31/2024 | CRM | 36,324 | $10,940 | 03/31/2024 | Knights of Columbus Asset Advisors LLC | 41,459 | $10,910 | 12/31/2023 | CRM | 41,459 | $10,910 | 12/31/2023 | Boothbay Fund Management LLC | | $10,817 | 12/31/2023 | CRM | 45,110 | $11,870 | 12/31/2023 | Put | 4,000 | $1,053 | 12/31/2023 | Bogart Wealth LLC | 41,105 | $10,816 | 12/31/2023 | CRM | 41,105 | $10,816 | 12/31/2023 | Groupama Asset Managment | 40,738 | $10,723 | 12/31/2023 | CRM | 40,738 | $10,723 | 12/31/2023 | Stonebridge Capital Advisors LLC | 40,502 | $10,658 | 12/31/2023 | CRM | 40,502 | $10,658 | 12/31/2023 | Fiduciary Trust Co. | 40,249 | $10,591 | 12/31/2023 | CRM | 40,249 | $10,591 | 12/31/2023 | Oppenheimer & Co. Inc. | 40,196 | $10,577 | 12/31/2023 | CRM | 40,196 | $10,577 | 12/31/2023 | Meyer Handelman Co. | 35,045 | $10,555 | 03/31/2024 | CRM | 35,045 | $10,555 | 03/31/2024 | Resources Investment Advisors LLC. | 40,105 | $10,553 | 12/31/2023 | CRM | 40,105 | $10,553 | 12/31/2023 | Alight Capital Management LP | 40,000 | $10,526 | 12/31/2023 | CRM | 40,000 | $10,526 | 12/31/2023 | Bradley Foster & Sargent Inc. CT | 39,786 | $10,469 | 12/31/2023 | CRM | 39,786 | $10,469 | 12/31/2023 | Consolidated Planning Corp | 39,665 | $10,437 | 12/31/2023 | CRM | 39,665 | $10,437 | 12/31/2023 | Metropolitan Life Insurance Co NY | 39,606 | $10,422 | 12/31/2023 | CRM | 39,606 | $10,422 | 12/31/2023 | Profund Advisors LLC | 39,555 | $10,409 | 12/31/2023 | CRM | 39,555 | $10,409 | 12/31/2023 | Grafton Street Partners Fund LP | 39,500 | $10,394 | 12/31/2023 | CRM | 39,500 | $10,394 | 12/31/2023 | Osborne Partners Capital Management LLC | 39,370 | $10,360 | 12/31/2023 | CRM | 39,370 | $10,360 | 12/31/2023 | Acadian Asset Management LLC | 39,011 | $10,260 | 12/31/2023 | CRM | 39,011 | $10,260 | 12/31/2023 | Sandy Spring Bank | 38,866 | $10,227 | 12/31/2023 | CRM | 38,866 | $10,227 | 12/31/2023 | Sand Hill Global Advisors LLC | 38,727 | $10,191 | 12/31/2023 | CRM | 38,727 | $10,191 | 12/31/2023 | Artemis Investment Management LLP | 33,650 | $10,129 | 03/31/2024 | CRM | 33,650 | $10,129 | 03/31/2024 | Grassi Investment Management | 33,613 | $10,124 | 03/31/2024 | CRM | 33,613 | $10,124 | 03/31/2024 | Stratos Wealth Advisors LLC | 33,378 | $10,053 | 03/31/2024 | CRM | 33,378 | $10,053 | 03/31/2024 | E. Ohman J or Asset Management AB | 38,150 | $10,039 | 12/31/2023 | CRM | 38,150 | $10,039 | 12/31/2023 | Andra AP fonden | 37,998 | $9,999 | 12/31/2023 | CRM | 37,998 | $9,999 | 12/31/2023 | CloudAlpha Capital Management Limited Hong Kong | 38,000 | $9,999 | 12/31/2023 | CRM | 38,000 | $9,999 | 12/31/2023 | Kinneret Advisory LLC | 37,987 | $9,996 | 12/31/2023 | CRM | 37,987 | $9,996 | 12/31/2023 | Shell Asset Management Co. | 37,724 | $9,927 | 12/31/2023 | CRM | 37,724 | $9,927 | 12/31/2023 | Great Lakes Advisors LLC | 37,578 | $9,888 | 12/31/2023 | CRM | 37,578 | $9,888 | 12/31/2023 | Commerce Bank | 36,968 | $9,728 | 12/31/2023 | CRM | 36,968 | $9,728 | 12/31/2023 | RPG Investment Advisory LLC | 36,697 | $9,656 | 12/31/2023 | CRM | 36,697 | $9,656 | 12/31/2023 | CMH Wealth Management LLC | 31,864 | $9,610 | 03/31/2024 | CRM | 31,864 | $9,610 | 03/31/2024 | Thames Capital Management LLC | 36,300 | $9,552 | 12/31/2023 | CRM | 36,300 | $9,552 | 12/31/2023 | Roffman Miller Associates Inc. PA | 36,225 | $9,532 | 12/31/2023 | CRM | 36,225 | $9,532 | 12/31/2023 | Trust Co. of Vermont | 36,090 | $9,497 | 12/31/2023 | CRM | 36,090 | $9,497 | 12/31/2023 | Crestline Management LP | 36,023 | $9,479 | 12/31/2023 | CRM | 36,023 | $9,479 | 12/31/2023 | Eagle Asset Management Inc. | 35,954 | $9,461 | 12/31/2023 | CRM | 35,954 | $9,461 | 12/31/2023 | Channing Capital Management LLC | 35,713 | $9,398 | 12/31/2023 | CRM | 35,713 | $9,398 | 12/31/2023 | Moors & Cabot Inc. | 35,678 | $9,388 | 12/31/2023 | CRM | 35,678 | $9,388 | 12/31/2023 | Marks Group Wealth Management Inc | 35,220 | $9,268 | 12/31/2023 | CRM | 35,220 | $9,268 | 12/31/2023 | Beese Fulmer Investment Management Inc. | 30,552 | $9,202 | 03/31/2024 | CRM | 30,552 | $9,202 | 03/31/2024 | CSM Advisors LLC | 34,840 | $9,166 | 12/31/2023 | CRM | 34,840 | $9,166 | 12/31/2023 | LM Advisors LLC | 34,796 | $9,156 | 12/31/2023 | CRM | 34,796 | $9,156 | 12/31/2023 | Kentucky Retirement Systems Insurance Trust Fund | 34,664 | $9,121 | 12/31/2023 | CRM | 34,664 | $9,121 | 12/31/2023 | Procyon Private Wealth Partners LLC | 30,041 | $9,048 | 03/31/2024 | CRM | 30,041 | $9,048 | 03/31/2024 | FDx Advisors Inc. | 34,186 | $8,996 | 12/31/2023 | CRM | 34,186 | $8,996 | 12/31/2023 | Nemes Rush Group LLC | 34,154 | $8,987 | 12/31/2023 | CRM | 34,154 | $8,987 | 12/31/2023 | Sheaff Brock Investment Advisors LLC | 34,113 | $8,976 | 12/31/2023 | CRM | 34,113 | $8,976 | 12/31/2023 | Harbor Investment Advisory LLC | 29,642 | $8,928 | 03/31/2024 | CRM | 29,642 | $8,928 | 03/31/2024 | Philadelphia Trust Co. | 33,700 | $8,868 | 12/31/2023 | CRM | 33,700 | $8,868 | 12/31/2023 | Novare Capital Management LLC | 33,701 | $8,868 | 12/31/2023 | CRM | 33,701 | $8,868 | 12/31/2023 | Granite Bay Wealth Management LLC | 33,650 | $8,855 | 12/31/2023 | CRM | 33,650 | $8,855 | 12/31/2023 | Level Four Advisory Services LLC | 33,635 | $8,851 | 12/31/2023 | CRM | 33,635 | $8,851 | 12/31/2023 | W.G. Shaheen & Associates DBA Whitney & Co | 33,522 | $8,821 | 12/31/2023 | CRM | 33,522 | $8,821 | 12/31/2023 | Snowden Capital Advisors LLC | 33,488 | $8,812 | 12/31/2023 | CRM | 33,488 | $8,812 | 12/31/2023 | Empirical Finance LLC | 33,482 | $8,810 | 12/31/2023 | CRM | 33,482 | $8,810 | 12/31/2023 | Beacon Investment Advisory Services Inc. | 33,466 | $8,806 | 12/31/2023 | CRM | 33,466 | $8,806 | 12/31/2023 | Jefferies Financial Group Inc. | 33,057 | $8,699 | 12/31/2023 | CRM | 33,057 | $8,699 | 12/31/2023 | Avantax Advisory Services Inc. | 33,010 | $8,686 | 12/31/2023 | CRM | 33,010 | $8,686 | 12/31/2023 | Portside Wealth Group LLC | 28,663 | $8,633 | 03/31/2024 | CRM | 28,663 | $8,633 | 03/31/2024 | Lockheed Martin Investment Management Co. | 32,720 | $8,610 | 12/31/2023 | CRM | 32,720 | $8,610 | 12/31/2023 | Selective Wealth Management Inc. | 28,692 | $8,597 | 03/31/2024 | CRM | 28,692 | $8,597 | 03/31/2024 | Global Assets Advisory LLC | 28,412 | $8,557 | 03/31/2024 | CRM | 28,412 | $8,557 | 03/31/2024 | Great Valley Advisor Group Inc. | 32,510 | $8,555 | 12/31/2023 | CRM | 32,510 | $8,555 | 12/31/2023 | Maxi Investments CY Ltd | 32,489 | $8,549 | 12/31/2023 | CRM | 32,489 | $8,549 | 12/31/2023 | Cohen Klingenstein LLC | 28,300 | $8,523 | 03/31/2024 | CRM | 28,300 | $8,523 | 03/31/2024 | Keybank National Association OH | 32,320 | $8,505 | 12/31/2023 | CRM | 32,320 | $8,505 | 12/31/2023 | Power Corp of Canada | 32,126 | $8,454 | 12/31/2023 | CRM | 32,126 | $8,454 | 12/31/2023 | Park Avenue Securities LLC | 27,994 | $8,431 | 03/31/2024 | CRM | 27,994 | $8,431 | 03/31/2024 | Girard Partners LTD. | 32,039 | $8,431 | 12/31/2023 | CRM | 32,039 | $8,431 | 12/31/2023 | First National Trust Co | 31,925 | $8,401 | 12/31/2023 | CRM | 31,925 | $8,401 | 12/31/2023 | Mcrae Capital Management Inc. | 27,747 | $8,357 | 03/31/2024 | CRM | 27,747 | $8,357 | 03/31/2024 | Pinnacle Associates Ltd. | 31,664 | $8,332 | 12/31/2023 | CRM | 31,664 | $8,332 | 12/31/2023 | Vinva Investment Management Ltd | 31,354 | $8,327 | 12/31/2023 | CRM | 31,354 | $8,327 | 12/31/2023 | Arkadios Wealth Advisors | 31,509 | $8,291 | 12/31/2023 | CRM | 31,509 | $8,291 | 12/31/2023 | China Universal Asset Management Co. Ltd. | 31,400 | $8,263 | 12/31/2023 | CRM | 31,400 | $8,263 | 12/31/2023 | Hudson Valley Investment Advisors Inc. ADV | 27,370 | $8,243 | 03/31/2024 | CRM | 27,370 | $8,243 | 03/31/2024 | Wolverine Trading LLC | | $8,204 | 12/31/2023 | Put | 416,800 | $109,677 | 12/31/2023 | Call | 396,500 | $104,335 | 12/31/2023 | CRM | 51,479 | $13,546 | 12/31/2023 | Simmons Bank | 30,925 | $8,138 | 12/31/2023 | CRM | 30,925 | $8,138 | 12/31/2023 | Highland Capital Management LLC | 30,849 | $8,118 | 12/31/2023 | CRM | 30,849 | $8,118 | 12/31/2023 | Northwestern Mutual Investment Management Company LLC | 30,797 | $8,104 | 12/31/2023 | CRM | 30,797 | $8,104 | 12/31/2023 | Vestcor Inc | 30,539 | $8,036 | 12/31/2023 | CRM | 30,539 | $8,036 | 12/31/2023 | Guinness Atkinson Asset Management Inc | 26,570 | $8,002 | 03/31/2024 | CRM | 26,570 | $8,002 | 03/31/2024 | Cary Street Partners Investment Advisory LLC | 30,414 | $8,002 | 12/31/2023 | CRM | 30,414 | $8,002 | 12/31/2023 | Essex Investment Management Co. LLC | 30,205 | $7,948 | 12/31/2023 | CRM | 30,205 | $7,948 | 12/31/2023 | Ceera Investments LLC | 30,058 | $7,909 | 12/31/2023 | CRM | 30,058 | $7,909 | 12/31/2023 | Telemark Asset Management LLC | 30,000 | $7,894 | 12/31/2023 | CRM | 30,000 | $7,894 | 12/31/2023 | Shufro Rose & Co. LLC | 29,971 | $7,887 | 12/31/2023 | CRM | 29,971 | $7,887 | 12/31/2023 | Spinnaker Trust | 29,707 | $7,817 | 12/31/2023 | CRM | 29,707 | $7,817 | 12/31/2023 | Prospera Financial Services Inc | 29,673 | $7,808 | 12/31/2023 | CRM | 29,673 | $7,808 | 12/31/2023 | L & S Advisors Inc | 29,635 | $7,798 | 12/31/2023 | CRM | 29,635 | $7,798 | 12/31/2023 | Independent Advisor Alliance | 29,531 | $7,771 | 12/31/2023 | CRM | 29,531 | $7,771 | 12/31/2023 | Fundamentun LLC | 25,762 | $7,759 | 03/31/2024 | CRM | 25,762 | $7,759 | 03/31/2024 | Wedbush Securities Inc. | 29,482 | $7,758 | 12/31/2023 | CRM | 29,482 | $7,758 | 12/31/2023 | Burney Co. | 29,433 | $7,745 | 12/31/2023 | CRM | 29,433 | $7,745 | 12/31/2023 | Webster Bank N. A. | 25,653 | $7,726 | 03/31/2024 | CRM | 25,653 | $7,726 | 03/31/2024 | Everence Capital Management Inc. | 29,160 | $7,673 | 12/31/2023 | CRM | 29,160 | $7,673 | 12/31/2023 | United Services Automobile Association | 29,086 | $7,654 | 12/31/2023 | CRM | 29,086 | $7,654 | 12/31/2023 | Sierra Summit Advisors LLC | 29,024 | $7,637 | 12/31/2023 | CRM | 29,024 | $7,637 | 12/31/2023 | Brighton Jones LLC | 28,871 | $7,597 | 12/31/2023 | CRM | 28,871 | $7,597 | 12/31/2023 | MAI Capital Management | 28,851 | $7,592 | 12/31/2023 | CRM | 28,851 | $7,592 | 12/31/2023 | Vestor Capital LLC | 28,693 | $7,550 | 12/31/2023 | CRM | 28,693 | $7,550 | 12/31/2023 | Desjardins Global Asset Management Inc. | 28,620 | $7,531 | 12/31/2023 | CRM | 28,620 | $7,531 | 12/31/2023 | Gifford Fong Associates | 28,586 | $7,522 | 12/31/2023 | CRM | 28,586 | $7,522 | 12/31/2023 | Massmutual Trust Co. FSB ADV | 24,908 | $7,502 | 03/31/2024 | CRM | 24,908 | $7,502 | 03/31/2024 | Blue Zone Wealth Advisors LLC | 24,729 | $7,448 | 03/31/2024 | CRM | 24,729 | $7,448 | 03/31/2024 | Lido Advisors LLC | | $7,443 | 12/31/2023 | CRM | 28,788 | $7,575 | 12/31/2023 | Put | 500 | $132 | 12/31/2023 | Stelac Advisory Services LLC | 28,158 | $7,409 | 12/31/2023 | CRM | 28,158 | $7,409 | 12/31/2023 | Strategic Advisors LLC | 27,933 | $7,350 | 12/31/2023 | CRM | 27,933 | $7,350 | 12/31/2023 | Evercore Wealth Management LLC | 27,737 | $7,299 | 12/31/2023 | CRM | 27,737 | $7,299 | 12/31/2023 | Fragasso Group Inc. | 24,048 | $7,243 | 03/31/2024 | CRM | 24,048 | $7,243 | 03/31/2024 | Bradley & Co. Private Wealth Management LLC | 27,462 | $7,226 | 12/31/2023 | CRM | 27,462 | $7,226 | 12/31/2023 | Intech Investment Management LLC | 27,368 | $7,202 | 12/31/2023 | CRM | 27,368 | $7,202 | 12/31/2023 | Empowered Funds LLC | 27,316 | $7,188 | 12/31/2023 | CRM | 27,316 | $7,188 | 12/31/2023 | Quintet Private Bank Europe S.A. | 27,274 | $7,177 | 12/31/2023 | CRM | 27,274 | $7,177 | 12/31/2023 | Hillman Capital Management Inc. | 27,171 | $7,150 | 12/31/2023 | CRM | 27,171 | $7,150 | 12/31/2023 | Selkirk Management LLC | 27,000 | $7,105 | 12/31/2023 | CRM | 27,000 | $7,105 | 12/31/2023 | Bessemer Group Inc. | 26,911 | $7,082 | 12/31/2023 | CRM | 26,911 | $7,082 | 12/31/2023 | Baltimore Washington Financial Advisors Inc. | 26,865 | $7,069 | 12/31/2023 | CRM | 26,865 | $7,069 | 12/31/2023 | Wetherby Asset Management Inc. | 26,846 | $7,064 | 12/31/2023 | CRM | 26,846 | $7,064 | 12/31/2023 | Evergreen Capital Management LLC | 26,815 | $7,056 | 12/31/2023 | CRM | 26,815 | $7,056 | 12/31/2023 | AAFMAA Wealth Management & Trust LLC | 26,714 | $7,030 | 12/31/2023 | CRM | 26,714 | $7,030 | 12/31/2023 | Arrow Financial Corp | 26,579 | $6,994 | 12/31/2023 | CRM | 26,579 | $6,994 | 12/31/2023 | Chartwell Investment Partners LLC | 26,511 | $6,976 | 12/31/2023 | CRM | 26,511 | $6,976 | 12/31/2023 | Ostrum Asset Management | 26,473 | $6,966 | 12/31/2023 | CRM | 26,473 | $6,966 | 12/31/2023 | Twin Tree Management LP | | $6,963 | 12/31/2023 | Put | 450,500 | $118,545 | 12/31/2023 | Call | 404,300 | $106,388 | 12/31/2023 | CRM | 72,662 | $19,120 | 12/31/2023 | LGT Group Foundation | 26,042 | $6,916 | 12/31/2023 | CRM | 26,042 | $6,916 | 12/31/2023 | Financial Enhancement Group LLC | 23,460 | $6,905 | 03/31/2024 | CRM | 23,460 | $6,905 | 03/31/2024 | Y.D. More Investments Ltd | 26,189 | $6,891 | 12/31/2023 | CRM | 26,189 | $6,891 | 12/31/2023 | Lombard Odier Asset Management Europe Ltd | 26,071 | $6,860 | 12/31/2023 | CRM | 26,071 | $6,860 | 12/31/2023 | National Asset Management Inc. | 25,932 | $6,824 | 12/31/2023 | CRM | 25,932 | $6,824 | 12/31/2023 | Barrier Capital Management LLC | 25,927 | $6,822 | 12/31/2023 | CRM | 25,927 | $6,822 | 12/31/2023 | Codex Capital L.L.C. | 25,900 | $6,815 | 12/31/2023 | CRM | 25,900 | $6,815 | 12/31/2023 | Lincoln National Corp | 25,808 | $6,791 | 12/31/2023 | CRM | 25,808 | $6,791 | 12/31/2023 | First Horizon Advisors Inc. | 25,778 | $6,783 | 12/31/2023 | CRM | 25,778 | $6,783 | 12/31/2023 | Trifecta Capital Advisors LLC | 22,499 | $6,776 | 03/31/2024 | CRM | 22,499 | $6,776 | 03/31/2024 | Johnson Investment Counsel Inc. | 25,686 | $6,759 | 12/31/2023 | CRM | 25,686 | $6,759 | 12/31/2023 | Gilder Gagnon Howe & Co. LLC | 25,502 | $6,711 | 12/31/2023 | CRM | 25,502 | $6,711 | 12/31/2023 | Meridian Management Co. | 23,021 | $6,706 | 12/31/2023 | CRM | 23,021 | $6,706 | 12/31/2023 | SP Asset Management LLC | 25,408 | $6,686 | 12/31/2023 | CRM | 25,408 | $6,686 | 12/31/2023 | Meiji Yasuda Life Insurance Co | 25,377 | $6,678 | 12/31/2023 | CRM | 25,377 | $6,678 | 12/31/2023 | FourThought Financial Partners LLC | 25,364 | $6,674 | 12/31/2023 | CRM | 25,364 | $6,674 | 12/31/2023 | Peloton Wealth Strategists | 25,350 | $6,671 | 12/31/2023 | CRM | 25,350 | $6,671 | 12/31/2023 | Plimoth Trust Co. LLC | 22,143 | $6,669 | 03/31/2024 | CRM | 22,143 | $6,669 | 03/31/2024 | Silicon Valley Capital Partners | 25,320 | $6,663 | 12/31/2023 | CRM | 25,320 | $6,663 | 12/31/2023 | KMG Fiduciary Partners LLC | 21,936 | $6,607 | 03/31/2024 | CRM | 21,936 | $6,607 | 03/31/2024 | Marietta Wealth Management LLC | 25,057 | $6,593 | 12/31/2023 | CRM | 25,057 | $6,593 | 12/31/2023 | AXS Investments LLC | 25,007 | $6,580 | 12/31/2023 | CRM | 25,007 | $6,580 | 12/31/2023 | Mondrian Capital Management LLC | 25,000 | $6,578 | 12/31/2023 | CRM | 25,000 | $6,578 | 12/31/2023 | CENTRAL TRUST Co | 24,753 | $6,514 | 12/31/2023 | CRM | 24,753 | $6,514 | 12/31/2023 | PGGM Investments | 24,734 | $6,509 | 12/31/2023 | CRM | 24,734 | $6,509 | 12/31/2023 | Penserra Capital Management LLC | 24,574 | $6,464 | 12/31/2023 | CRM | 24,574 | $6,464 | 12/31/2023 | HRT Financial LP | | $6,454 | 12/31/2023 | CRM | 18,531 | $4,876 | 12/31/2023 | PUT | 6,000 | $1,578 | 12/31/2023 | Dillon & Associates Inc. | 24,421 | $6,423 | 12/31/2023 | CRM | 24,421 | $6,423 | 12/31/2023 | XR Securities LLC | | $6,421 | 12/31/2023 | Call | 48,100 | $12,657 | 12/31/2023 | Put | 23,700 | $6,236 | 12/31/2023 | AIA Group Ltd | 24,393 | $6,419 | 12/31/2023 | CRM | 24,393 | $6,419 | 12/31/2023 | ST Germain D J Co. Inc. | 21,286 | $6,411 | 03/31/2024 | CRM | 21,286 | $6,411 | 03/31/2024 | Cohen Capital Management Inc. | 24,359 | $6,410 | 12/31/2023 | CRM | 24,359 | $6,410 | 12/31/2023 | Boston Financial Mangement LLC | 24,332 | $6,403 | 12/31/2023 | CRM | 24,332 | $6,403 | 12/31/2023 | Soltis Investment Advisors LLC | 24,233 | $6,377 | 12/31/2023 | CRM | 24,233 | $6,377 | 12/31/2023 | Knollwood Investment Advisory LLC | 24,180 | $6,363 | 12/31/2023 | CRM | 24,180 | $6,363 | 12/31/2023 | Twin Capital Management Inc. | 24,106 | $6,343 | 12/31/2023 | CRM | 24,106 | $6,343 | 12/31/2023 | DE Burlo Group Inc. | 23,979 | $6,310 | 12/31/2023 | CRM | 23,979 | $6,310 | 12/31/2023 | Kornitzer Capital Management Inc. KS | 23,863 | $6,279 | 12/31/2023 | CRM | 23,863 | $6,279 | 12/31/2023 | Jump Financial LLC | 23,845 | $6,275 | 12/31/2023 | CRM | 23,845 | $6,275 | 12/31/2023 | RSM US Wealth Management LLC | 23,829 | $6,270 | 12/31/2023 | CRM | 23,829 | $6,270 | 12/31/2023 | Zacks Investment Management | 23,716 | $6,241 | 12/31/2023 | CRM | 23,716 | $6,241 | 12/31/2023 | Progressive Investment Management Corp | 23,641 | $6,221 | 12/31/2023 | CRM | 23,641 | $6,221 | 12/31/2023 | Dynamic Advisor Solutions LLC | 20,650 | $6,219 | 03/31/2024 | CRM | 20,650 | $6,219 | 03/31/2024 | Bank Hapoalim BM | 23,631 | $6,218 | 12/31/2023 | CRM | 23,631 | $6,218 | 12/31/2023 | Alberta Investment Management Corp | 23,500 | $6,184 | 12/31/2023 | CRM | 23,500 | $6,184 | 12/31/2023 | Venture Visionary Partners LLC | 23,415 | $6,161 | 12/31/2023 | CRM | 23,415 | $6,161 | 12/31/2023 | Bridge Creek Capital Management LLC | 20,374 | $6,136 | 03/31/2024 | CRM | 20,374 | $6,136 | 03/31/2024 | Sompo Asset Management Co. Ltd. | 23,290 | $6,129 | 12/31/2023 | CRM | 23,290 | $6,129 | 12/31/2023 | Consolidated Investment Group LLC | 23,200 | $6,105 | 12/31/2023 | CRM | 23,200 | $6,105 | 12/31/2023 | Siemens Fonds Invest GmbH | 23,166 | $6,096 | 12/31/2023 | CRM | 23,166 | $6,096 | 12/31/2023 | Cullen Investment Group LTD. | 20,015 | $6,085 | 03/31/2024 | CRM | 20,015 | $6,085 | 03/31/2024 | Van Strum & Towne Inc. | 23,109 | $6,081 | 12/31/2023 | CRM | 23,109 | $6,081 | 12/31/2023 | D L Carlson Investment Group Inc. | 20,812 | $6,076 | 12/31/2023 | CRM | 20,812 | $6,076 | 12/31/2023 | Vision Capital Management Inc. | 22,725 | $5,980 | 12/31/2023 | CRM | 22,725 | $5,980 | 12/31/2023 | Strategic Blueprint LLC | 22,707 | $5,975 | 12/31/2023 | CRM | 22,707 | $5,975 | 12/31/2023 | Meritage Portfolio Management | 22,667 | $5,965 | 12/31/2023 | CRM | 22,667 | $5,965 | 12/31/2023 | Unisphere Establishment | 22,500 | $5,921 | 12/31/2023 | CRM | 22,500 | $5,921 | 12/31/2023 | Thoroughbred Financial Services LLC | 22,474 | $5,913 | 12/31/2023 | CRM | 22,474 | $5,913 | 12/31/2023 | Kerrisdale Advisers LLC | 22,469 | $5,912 | 12/31/2023 | CRM | 22,469 | $5,912 | 12/31/2023 | Patton Fund Management Inc. | 22,421 | $5,900 | 12/31/2023 | CRM | 22,421 | $5,900 | 12/31/2023 | Meridian Wealth Management LLC | 22,352 | $5,882 | 12/31/2023 | CRM | 22,352 | $5,882 | 12/31/2023 | Bouvel Investment Partners LLC | 19,495 | $5,871 | 03/31/2024 | CRM | 19,495 | $5,871 | 03/31/2024 | Brown Brothers Harriman & Co. | 22,166 | $5,833 | 12/31/2023 | CRM | 22,166 | $5,833 | 12/31/2023 | Icon Wealth Advisors LLC | 22,144 | $5,827 | 12/31/2023 | CRM | 22,144 | $5,827 | 12/31/2023 | Iowa State Bank | 22,064 | $5,806 | 12/31/2023 | CRM | 22,064 | $5,806 | 12/31/2023 | Sawtooth Solutions LLC | 22,052 | $5,803 | 12/31/2023 | CRM | 22,052 | $5,803 | 12/31/2023 | M. Kulyk & Associates LLC | 22,009 | $5,791 | 12/31/2023 | CRM | 22,009 | $5,791 | 12/31/2023 | Golden State Equity Partners | 21,962 | $5,779 | 12/31/2023 | CRM | 21,962 | $5,779 | 12/31/2023 | EP Wealth Advisors LLC | 21,898 | $5,762 | 12/31/2023 | CRM | 21,898 | $5,762 | 12/31/2023 | Boston Private Wealth LLC | 21,869 | $5,755 | 12/31/2023 | CRM | 21,869 | $5,755 | 12/31/2023 | Westbourne Investment Advisors Inc. | 21,757 | $5,725 | 12/31/2023 | CRM | 21,757 | $5,725 | 12/31/2023 | Chemung Canal Trust Co. | 19,006 | $5,724 | 03/31/2024 | CRM | 19,006 | $5,724 | 03/31/2024 | Miracle Mile Advisors LLC | 18,946 | $5,706 | 03/31/2024 | CRM | 18,946 | $5,706 | 03/31/2024 | Shelton Capital Management | 21,657 | $5,699 | 12/31/2023 | CRM | 21,657 | $5,699 | 12/31/2023 | Roanoke Asset Management Corp NY | 21,620 | $5,689 | 12/31/2023 | CRM | 21,620 | $5,689 | 12/31/2023 | Sawyer & Company Inc | 18,785 | $5,658 | 03/31/2024 | CRM | 18,785 | $5,658 | 03/31/2024 | Palo DS Manager LLC | 21,486 | $5,654 | 12/31/2023 | CRM | 21,486 | $5,654 | 12/31/2023 | Checchi Capital Advisers LLC | 21,473 | $5,650 | 12/31/2023 | CRM | 21,473 | $5,650 | 12/31/2023 | HighPoint Advisor Group LLC | 18,455 | $5,648 | 12/31/2023 | CRM | 18,455 | $5,648 | 12/31/2023 | Hyman Charles D | 21,459 | $5,647 | 12/31/2023 | CRM | 21,459 | $5,647 | 12/31/2023 | Phoenix Holdings Ltd. | 21,453 | $5,645 | 12/31/2023 | CRM | 21,453 | $5,645 | 12/31/2023 | Elite Wealth Management Inc. | 21,441 | $5,642 | 12/31/2023 | CRM | 21,441 | $5,642 | 12/31/2023 | Lazard Freres Gestion S.A.S. | 21,232 | $5,587 | 12/31/2023 | CRM | 21,232 | $5,587 | 12/31/2023 | Dakota Wealth Management | 21,223 | $5,585 | 12/31/2023 | CRM | 21,223 | $5,585 | 12/31/2023 | Argent Trust Co | 21,109 | $5,555 | 12/31/2023 | CRM | 21,109 | $5,555 | 12/31/2023 | RB Capital Management LLC | 21,036 | $5,535 | 12/31/2023 | CRM | 21,036 | $5,535 | 12/31/2023 | Trust Co of Kansas | 21,014 | $5,530 | 12/31/2023 | CRM | 21,014 | $5,530 | 12/31/2023 | Liontrust Investment Partners LLP | 21,000 | $5,526 | 12/31/2023 | CRM | 21,000 | $5,526 | 12/31/2023 | Harbour Capital Advisors LLC | 18,035 | $5,483 | 03/31/2024 | CRM | 18,035 | $5,483 | 03/31/2024 | Once Capital Management LLC | 20,800 | $5,473 | 12/31/2023 | CRM | 20,800 | $5,473 | 12/31/2023 | Linden Thomas Advisory Services LLC | 20,716 | $5,451 | 12/31/2023 | CRM | 20,716 | $5,451 | 12/31/2023 | Bleakley Financial Group LLC | 20,669 | $5,439 | 12/31/2023 | CRM | 20,669 | $5,439 | 12/31/2023 | Bank of Nova Scotia Trust Co. | 20,579 | $5,415 | 12/31/2023 | CRM | 20,579 | $5,415 | 12/31/2023 | Integrated Wealth Concepts LLC | 20,491 | $5,392 | 12/31/2023 | CRM | 20,491 | $5,392 | 12/31/2023 | Woodmont Investment Counsel LLC | 17,896 | $5,390 | 03/31/2024 | CRM | 17,896 | $5,390 | 03/31/2024 | Cyndeo Wealth Partners LLC | 17,890 | $5,388 | 03/31/2024 | CRM | 17,890 | $5,388 | 03/31/2024 | Redwood Investments LLC | 20,337 | $5,351 | 12/31/2023 | CRM | 20,337 | $5,351 | 12/31/2023 | Dorsey & Whitney Trust CO LLC | 20,120 | $5,294 | 12/31/2023 | CRM | 20,120 | $5,294 | 12/31/2023 | HBW Advisory Services LLC | 20,111 | $5,292 | 12/31/2023 | CRM | 20,111 | $5,292 | 12/31/2023 | Summit Trail Advisors LLC | 20,095 | $5,288 | 12/31/2023 | CRM | 20,095 | $5,288 | 12/31/2023 | Callahan Advisors LLC | 20,021 | $5,268 | 12/31/2023 | CRM | 20,021 | $5,268 | 12/31/2023 | FJ Investments LLC | 20,000 | $5,263 | 12/31/2023 | CRM | 20,000 | $5,263 | 12/31/2023 | Cullinan Associates Inc. | 17,447 | $5,255 | 03/31/2024 | CRM | 17,447 | $5,255 | 03/31/2024 | Petredis Investment Advisors LLC | 19,964 | $5,253 | 12/31/2023 | CRM | 19,964 | $5,253 | 12/31/2023 | Dfpg Investments LLC | 20,561 | $5,178 | 12/31/2023 | CRM | 20,561 | $5,178 | 12/31/2023 | Peapack Gladstone Financial Corp | 19,671 | $5,177 | 12/31/2023 | CRM | 19,671 | $5,177 | 12/31/2023 | Colony Group LLC | 19,666 | $5,175 | 12/31/2023 | CRM | 19,666 | $5,175 | 12/31/2023 | Garde Capital Inc. | 19,653 | $5,171 | 12/31/2023 | CRM | 19,653 | $5,171 | 12/31/2023 | Bailard Inc. | 19,594 | $5,156 | 12/31/2023 | CRM | 19,594 | $5,156 | 12/31/2023 | Pioneer Trust Bank N A OR | 19,590 | $5,155 | 12/31/2023 | CRM | 19,590 | $5,155 | 12/31/2023 | Canandaigua National Bank & Trust Co. | 17,057 | $5,137 | 03/31/2024 | CRM | 17,057 | $5,137 | 03/31/2024 | Gladstone Institutional Advisory LLC | 19,490 | $5,129 | 12/31/2023 | CRM | 19,490 | $5,129 | 12/31/2023 | Sowell Financial Services LLC | 19,396 | $5,104 | 12/31/2023 | CRM | 19,396 | $5,104 | 12/31/2023 | Xcel Wealth Management LLC | 19,182 | $5,048 | 12/31/2023 | CRM | 19,182 | $5,048 | 12/31/2023 | Asio Capital LLC | 16,731 | $5,046 | 03/31/2024 | CRM | 16,731 | $5,046 | 03/31/2024 | Baker Tilly Financial LLC | 19,171 | $5,045 | 12/31/2023 | CRM | 19,171 | $5,045 | 12/31/2023 | Wealth Advisors of Tampa Bay LLC | 19,130 | $5,034 | 12/31/2023 | CRM | 19,130 | $5,034 | 12/31/2023 | Parsons Capital Management Inc. RI | 19,094 | $5,024 | 12/31/2023 | CRM | 19,094 | $5,024 | 12/31/2023 | David J Yvars Group | 16,562 | $4,988 | 03/31/2024 | CRM | 16,562 | $4,988 | 03/31/2024 | Veriti Management LLC | 18,868 | $4,965 | 12/31/2023 | CRM | 18,868 | $4,965 | 12/31/2023 | Horizon Investments LLC | 18,796 | $4,946 | 12/31/2023 | CRM | 18,796 | $4,946 | 12/31/2023 | Zions Bancorporation N.A. | 18,777 | $4,941 | 12/31/2023 | CRM | 18,777 | $4,941 | 12/31/2023 | Timber Creek Capital Management LLC | 16,400 | $4,940 | 03/31/2024 | CRM | 16,400 | $4,940 | 03/31/2024 | Foundations Investment Advisors LLC | 17,373 | $4,930 | 12/31/2023 | CRM | 17,373 | $4,930 | 12/31/2023 | Ballentine Partners LLC | 16,340 | $4,921 | 03/31/2024 | CRM | 16,340 | $4,921 | 03/31/2024 | Meridian Wealth Advisors LLC | 18,682 | $4,916 | 12/31/2023 | CRM | 18,682 | $4,916 | 12/31/2023 | Bray Capital Advisors | 18,636 | $4,904 | 12/31/2023 | CRM | 18,636 | $4,904 | 12/31/2023 | FRG Family Wealth Advisors LLC | 18,632 | $4,903 | 12/31/2023 | CRM | 18,632 | $4,903 | 12/31/2023 | Sfmg LLC | 18,630 | $4,902 | 12/31/2023 | CRM | 18,630 | $4,902 | 12/31/2023 | Apollon Wealth Management LLC | 18,551 | $4,881 | 12/31/2023 | CRM | 18,551 | $4,881 | 12/31/2023 | Harbor Capital Advisors Inc. | 18,433 | $4,850 | 12/31/2023 | CRM | 18,433 | $4,850 | 12/31/2023 | First Hawaiian Bank | 15,966 | $4,809 | 03/31/2024 | CRM | 15,966 | $4,809 | 03/31/2024 | Wedmont Private Capital | 15,904 | $4,809 | 03/31/2024 | CRM | 15,904 | $4,809 | 03/31/2024 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 18,246 | $4,801 | 12/31/2023 | CRM | 18,246 | $4,801 | 12/31/2023 | Oak Associates Ltd. OH | 18,210 | $4,792 | 12/31/2023 | CRM | 18,210 | $4,792 | 12/31/2023 | SeaBridge Investment Advisors LLC | 18,184 | $4,785 | 12/31/2023 | CRM | 18,184 | $4,785 | 12/31/2023 | CAPROCK Group Inc. | 18,149 | $4,776 | 12/31/2023 | CRM | 18,149 | $4,776 | 12/31/2023 | Signaturefd LLC | 18,123 | $4,769 | 12/31/2023 | CRM | 18,123 | $4,769 | 12/31/2023 | Benson Investment Management Company Inc. | 15,797 | $4,758 | 03/31/2024 | CRM | 15,797 | $4,758 | 03/31/2024 | First Interstate Bank | 18,077 | $4,757 | 12/31/2023 | CRM | 18,077 | $4,757 | 12/31/2023 | NEOS Investment Management LLC | 18,027 | $4,744 | 12/31/2023 | CRM | 18,027 | $4,744 | 12/31/2023 | HBK Investments L P | | $4,710 | 12/31/2023 | Call | 17,900 | $4,710 | 12/31/2023 | Vident Advisory LLC | 17,894 | $4,709 | 12/31/2023 | CRM | 17,894 | $4,709 | 12/31/2023 | Beck Capital Management LLC | 17,884 | $4,706 | 12/31/2023 | CRM | 17,884 | $4,706 | 12/31/2023 | Red Door Wealth Management LLC | 15,604 | $4,700 | 03/31/2024 | CRM | 15,604 | $4,700 | 03/31/2024 | BOKF NA | 17,849 | $4,697 | 12/31/2023 | CRM | 17,849 | $4,697 | 12/31/2023 | South State CORP. | 17,818 | $4,689 | 12/31/2023 | CRM | 17,818 | $4,689 | 12/31/2023 | Aperture Investors LLC | 17,787 | $4,680 | 12/31/2023 | CRM | 17,787 | $4,680 | 12/31/2023 | Jupiter Asset Management Ltd. | 17,675 | $4,651 | 12/31/2023 | CRM | 17,675 | $4,651 | 12/31/2023 | Adviser Investments LLC | 17,649 | $4,644 | 12/31/2023 | CRM | 17,649 | $4,644 | 12/31/2023 | Cabot Wealth Management Inc. | 17,464 | $4,595 | 12/31/2023 | CRM | 17,464 | $4,595 | 12/31/2023 | Invst LLC | 16,001 | $4,574 | 12/31/2023 | CRM | 16,001 | $4,574 | 12/31/2023 | Arlington Financial Advisors LLC | 15,099 | $4,548 | 03/31/2024 | CRM | 15,099 | $4,548 | 03/31/2024 | Prentiss Smith & Co. Inc. | 17,175 | $4,519 | 12/31/2023 | CRM | 17,175 | $4,519 | 12/31/2023 | Asahi Life Asset Management CO. LTD. | 17,138 | $4,510 | 12/31/2023 | CRM | 17,138 | $4,510 | 12/31/2023 | Investment Research & Advisory Group Inc. | 14,843 | $4,470 | 03/31/2024 | CRM | 14,843 | $4,470 | 03/31/2024 | Condor Capital Management | 16,962 | $4,463 | 12/31/2023 | CRM | 16,962 | $4,463 | 12/31/2023 | KCM Investment Advisors LLC | 16,808 | $4,423 | 12/31/2023 | CRM | 16,808 | $4,423 | 12/31/2023 | BNC Wealth Management LLC | 14,673 | $4,419 | 03/31/2024 | CRM | 14,673 | $4,419 | 03/31/2024 | Hills Bank & Trust Co | 16,731 | $4,403 | 12/31/2023 | CRM | 16,731 | $4,403 | 12/31/2023 | Savant Capital LLC | 16,576 | $4,362 | 12/31/2023 | CRM | 16,576 | $4,362 | 12/31/2023 | WCG Wealth Advisors LLC | 16,539 | $4,352 | 12/31/2023 | CRM | 16,539 | $4,352 | 12/31/2023 | V Square Quantitative Management LLC | 16,486 | $4,338 | 12/31/2023 | CRM | 16,486 | $4,338 | 12/31/2023 | Edmond DE Rothschild Holding S.A. | 16,407 | $4,317 | 12/31/2023 | CRM | 16,407 | $4,317 | 12/31/2023 | Trust Co. of Toledo NA OH | 14,309 | $4,310 | 03/31/2024 | CRM | 14,309 | $4,310 | 03/31/2024 | UNIVEST FINANCIAL Corp | 16,353 | $4,303 | 12/31/2023 | CRM | 16,353 | $4,303 | 12/31/2023 | Pitcairn Co. | 16,261 | $4,279 | 12/31/2023 | CRM | 16,261 | $4,279 | 12/31/2023 | Kingswood Wealth Advisors LLC | 14,187 | $4,273 | 03/31/2024 | CRM | 14,187 | $4,273 | 03/31/2024 | YHB Investment Advisors Inc. | 16,177 | $4,257 | 12/31/2023 | CRM | 16,177 | $4,257 | 12/31/2023 | WINTON GROUP Ltd | 16,161 | $4,253 | 12/31/2023 | CRM | 16,161 | $4,253 | 12/31/2023 | Wahed Invest LLC | 16,096 | $4,236 | 12/31/2023 | CRM | 16,096 | $4,236 | 12/31/2023 | WD Rutherford LLC | 14,055 | $4,233 | 03/31/2024 | CRM | 14,055 | $4,233 | 03/31/2024 | Pegasus Asset Management Inc. | 16,084 | $4,232 | 12/31/2023 | CRM | 16,084 | $4,232 | 12/31/2023 | Vickerman Investment Advisors Inc. | 15,885 | $4,180 | 12/31/2023 | CRM | 15,885 | $4,180 | 12/31/2023 | Linscomb & Williams Inc. | 15,881 | $4,179 | 12/31/2023 | CRM | 15,881 | $4,179 | 12/31/2023 | Alliance Wealth Advisors LLC UT | 15,826 | $4,164 | 12/31/2023 | CRM | 15,826 | $4,164 | 12/31/2023 | Whalerock Point Partners LLC | 15,814 | $4,161 | 12/31/2023 | CRM | 15,814 | $4,161 | 12/31/2023 | Azzad Asset Management Inc. ADV | 15,795 | $4,156 | 12/31/2023 | CRM | 15,795 | $4,156 | 12/31/2023 | Systematic Alpha Investments LLC | 15,624 | $4,111 | 12/31/2023 | CRM | 15,624 | $4,111 | 12/31/2023 | Private Wealth Partners LLC | 15,558 | $4,094 | 12/31/2023 | CRM | 15,558 | $4,094 | 12/31/2023 | Cornerstone Wealth Group LLC | 13,553 | $4,082 | 03/31/2024 | CRM | 13,553 | $4,082 | 03/31/2024 | Gateway Advisory LLC | 15,472 | $4,071 | 12/31/2023 | CRM | 15,472 | $4,071 | 12/31/2023 | Moreno Evelyn V | 15,283 | $4,022 | 12/31/2023 | CRM | 15,283 | $4,022 | 12/31/2023 | Lombard Odier Asset Management Switzerland SA | 15,240 | $4,010 | 12/31/2023 | CRM | 15,240 | $4,010 | 12/31/2023 | IPG Investment Advisors LLC | 15,228 | $4,007 | 12/31/2023 | CRM | 15,228 | $4,007 | 12/31/2023 | Allworth Financial LP | 15,195 | $3,998 | 12/31/2023 | CRM | 15,195 | $3,998 | 12/31/2023 | NewSquare Capital LLC | 15,130 | $3,981 | 12/31/2023 | CRM | 15,130 | $3,981 | 12/31/2023 | HighVista Strategies LLC | 14,979 | $3,942 | 12/31/2023 | CRM | 14,979 | $3,942 | 12/31/2023 | Hudson Capital Management LLC | 14,794 | $3,893 | 12/31/2023 | CRM | 14,794 | $3,893 | 12/31/2023 | Granite Investment Partners LLC | 14,780 | $3,889 | 12/31/2023 | CRM | 14,780 | $3,889 | 12/31/2023 | Privium Fund Management UK Ltd | 15,011 | $3,873 | 12/31/2023 | CRM | 15,011 | $3,873 | 12/31/2023 | Sepio Capital LP | 14,609 | $3,844 | 12/31/2023 | CRM | 14,609 | $3,844 | 12/31/2023 | Arlington Partners LLC | 12,727 | $3,833 | 03/31/2024 | CRM | 12,727 | $3,833 | 03/31/2024 | Coldstream Capital Management Inc. | 14,566 | $3,833 | 12/31/2023 | CRM | 14,566 | $3,833 | 12/31/2023 | Courier Capital LLC | 12,721 | $3,831 | 03/31/2024 | CRM | 12,721 | $3,831 | 03/31/2024 | Integrated Advisors Network LLC | 14,529 | $3,823 | 12/31/2023 | CRM | 14,529 | $3,823 | 12/31/2023 | Quadrant Private Wealth Management LLC | 14,497 | $3,815 | 12/31/2023 | CRM | 14,497 | $3,815 | 12/31/2023 | Independence Bank of Kentucky | 12,646 | $3,809 | 03/31/2024 | CRM | 12,646 | $3,809 | 03/31/2024 | Modus Advisors LLC | 12,602 | $3,795 | 03/31/2024 | CRM | 12,602 | $3,795 | 03/31/2024 | Northeast Financial Consultants Inc | 14,421 | $3,795 | 12/31/2023 | CRM | 14,421 | $3,795 | 12/31/2023 | Clark Capital Management Group Inc. | 14,331 | $3,771 | 12/31/2023 | CRM | 14,331 | $3,771 | 12/31/2023 | Beech Hill Advisors Inc. | 12,504 | $3,766 | 03/31/2024 | CRM | 12,504 | $3,766 | 03/31/2024 | Equitable Holdings Inc. | 14,305 | $3,764 | 12/31/2023 | CRM | 14,305 | $3,764 | 12/31/2023 | Transatlantique Private Wealth LLC | 14,376 | $3,758 | 12/31/2023 | CRM | 14,376 | $3,758 | 12/31/2023 | NBC Securities Inc. | 12,404 | $3,735 | 03/31/2024 | CRM | 12,404 | $3,735 | 03/31/2024 | Cavalier Investments LLC | 14,134 | $3,719 | 12/31/2023 | CRM | 14,134 | $3,719 | 12/31/2023 | NBT Bank N A NY | 14,128 | $3,718 | 12/31/2023 | CRM | 14,128 | $3,718 | 12/31/2023 | Smithbridge Asset Management Inc. DE | 14,059 | $3,699 | 12/31/2023 | CRM | 14,059 | $3,699 | 12/31/2023 | Schechter Investment Advisors LLC | 14,053 | $3,698 | 12/31/2023 | CRM | 14,053 | $3,698 | 12/31/2023 | Cozad Asset Management Inc. | 14,048 | $3,697 | 12/31/2023 | CRM | 14,048 | $3,697 | 12/31/2023 | Garrett Investment Advisors LLC | 12,255 | $3,691 | 03/31/2024 | CRM | 12,255 | $3,691 | 03/31/2024 | Interval Partners LP | 14,000 | $3,684 | 12/31/2023 | CRM | 14,000 | $3,684 | 12/31/2023 | Capital Analysts LLC | 14,001 | $3,684 | 12/31/2023 | CRM | 14,001 | $3,684 | 12/31/2023 | Hixon Zuercher LLC | 13,978 | $3,678 | 12/31/2023 | CRM | 13,978 | $3,678 | 12/31/2023 | Hel Ved Capital Management Ltd | 13,940 | $3,668 | 12/31/2023 | CRM | 13,940 | $3,668 | 12/31/2023 | SeaCrest Wealth Management LLC | 12,148 | $3,659 | 03/31/2024 | CRM | 12,148 | $3,659 | 03/31/2024 | Stansberry Asset Management LLC | 13,845 | $3,643 | 12/31/2023 | CRM | 13,845 | $3,643 | 12/31/2023 | Telemus Capital LLC | 13,780 | $3,626 | 12/31/2023 | CRM | 13,780 | $3,626 | 12/31/2023 | HB Wealth Management LLC | 13,763 | $3,622 | 12/31/2023 | CRM | 13,763 | $3,622 | 12/31/2023 | Asset Dedication LLC | 11,914 | $3,614 | 03/31/2024 | CRM | 11,914 | $3,614 | 03/31/2024 | TKG Advisors LLC | 13,712 | $3,608 | 12/31/2023 | CRM | 13,712 | $3,608 | 12/31/2023 | Tritonpoint Wealth LLC | 13,629 | $3,586 | 12/31/2023 | CRM | 13,629 | $3,586 | 12/31/2023 | Clearstead Advisors LLC | 13,606 | $3,580 | 12/31/2023 | CRM | 13,606 | $3,580 | 12/31/2023 | Wunderlich Capital Managemnt | 13,547 | $3,565 | 12/31/2023 | CRM | 13,547 | $3,565 | 12/31/2023 | a16z Perennial Management L.P. | | $3,560 | 12/31/2023 | CRM | 42,328 | $11,138 | 12/31/2023 | Put | 28,800 | $7,578 | 12/31/2023 | Mirova | 13,468 | $3,544 | 12/31/2023 | CRM | 13,468 | $3,544 | 12/31/2023 | Gilliland Jeter Wealth Management LLC | 13,405 | $3,527 | 12/31/2023 | CRM | 13,405 | $3,527 | 12/31/2023 | Harrell Investment Partners LLC | 13,399 | $3,526 | 12/31/2023 | CRM | 13,399 | $3,526 | 12/31/2023 | Sendero Wealth Management LLC | 11,643 | $3,507 | 03/31/2024 | CRM | 11,643 | $3,507 | 03/31/2024 | Meiji Yasuda Asset Management Co Ltd. | 13,316 | $3,504 | 12/31/2023 | CRM | 13,316 | $3,504 | 12/31/2023 | Charter Trust Co. | 13,289 | $3,497 | 12/31/2023 | CRM | 13,289 | $3,497 | 12/31/2023 | New Hampshire Trust | 11,587 | $3,490 | 03/31/2024 | CRM | 11,587 | $3,490 | 03/31/2024 | Transcend Wealth Collective LLC | 13,240 | $3,484 | 12/31/2023 | CRM | 13,240 | $3,484 | 12/31/2023 | 180 Wealth Advisors LLC | 11,528 | $3,472 | 03/31/2024 | CRM | 11,528 | $3,472 | 03/31/2024 | Qsemble Capital Management LP | 13,040 | $3,431 | 12/31/2023 | CRM | 13,040 | $3,431 | 12/31/2023 | Laurel Wealth Advisors LLC | 13,028 | $3,428 | 12/31/2023 | CRM | 13,028 | $3,428 | 12/31/2023 | Birch Hill Investment Advisors LLC | 12,953 | $3,408 | 12/31/2023 | CRM | 12,953 | $3,408 | 12/31/2023 | Enterprise Bank & Trust Co | 11,295 | $3,402 | 03/31/2024 | CRM | 11,295 | $3,402 | 03/31/2024 | Icon Advisers Inc. Co. | 12,900 | $3,395 | 12/31/2023 | CRM | 12,900 | $3,395 | 12/31/2023 | Advisors Asset Management Inc. | 12,900 | $3,395 | 12/31/2023 | CRM | 12,900 | $3,395 | 12/31/2023 | Mango Five Family Inc. | 12,900 | $3,395 | 12/31/2023 | CRM | 12,900 | $3,395 | 12/31/2023 | We Are One Seven LLC | 12,849 | $3,381 | 12/31/2023 | CRM | 12,849 | $3,381 | 12/31/2023 | First Manhattan Co. | 12,824 | $3,375 | 12/31/2023 | CRM | 12,824 | $3,375 | 12/31/2023 | Synergy Financial Management LLC | 11,115 | $3,348 | 03/31/2024 | CRM | 11,115 | $3,348 | 03/31/2024 | Westpac Banking Corp | 12,610 | $3,318 | 12/31/2023 | CRM | 12,610 | $3,318 | 12/31/2023 | Connable Office Inc. | 12,575 | $3,309 | 12/31/2023 | CRM | 12,575 | $3,309 | 12/31/2023 | Capital Wealth Planning LLC | 12,565 | $3,306 | 12/31/2023 | CRM | 12,565 | $3,306 | 12/31/2023 | Citizens Business Bank | 10,966 | $3,303 | 03/31/2024 | CRM | 10,966 | $3,303 | 03/31/2024 | Winch Advisory Services LLC | 12,546 | $3,301 | 12/31/2023 | CRM | 12,546 | $3,301 | 12/31/2023 | Sumitomo Life Insurance Co. | 12,462 | $3,279 | 12/31/2023 | CRM | 12,462 | $3,279 | 12/31/2023 | Ocean Capital Management LLC | 12,455 | $3,277 | 12/31/2023 | CRM | 12,455 | $3,277 | 12/31/2023 | Geneos Wealth Management Inc. | 12,374 | $3,256 | 12/31/2023 | CRM | 12,374 | $3,256 | 12/31/2023 | Executive Wealth Management LLC | 12,315 | $3,241 | 12/31/2023 | CRM | 12,315 | $3,241 | 12/31/2023 | Grove Bank & Trust | 12,253 | $3,224 | 12/31/2023 | CRM | 12,253 | $3,224 | 12/31/2023 | Livforsakringsbolaget Skandia Omsesidigt | 12,236 | $3,220 | 12/31/2023 | CRM | 12,236 | $3,220 | 12/31/2023 | Glynn Capital Management LLC | 12,197 | $3,210 | 12/31/2023 | CRM | 12,197 | $3,210 | 12/31/2023 | Principal Securities Inc. | 12,130 | $3,192 | 12/31/2023 | CRM | 12,130 | $3,192 | 12/31/2023 | Roundview Capital LLC | 12,095 | $3,183 | 12/31/2023 | CRM | 12,095 | $3,183 | 12/31/2023 | Symphony Financial Ltd. Co. | 10,535 | $3,173 | 03/31/2024 | CRM | 10,535 | $3,173 | 03/31/2024 | Aspiriant LLC | 10,494 | $3,161 | 03/31/2024 | CRM | 10,494 | $3,161 | 03/31/2024 | Processus Wealth & Capital Management LLC | 10,470 | $3,153 | 03/31/2024 | CRM | 10,470 | $3,153 | 03/31/2024 | Roberts Wealth Advisors LLC | 10,450 | $3,147 | 03/31/2024 | CRM | 10,450 | $3,147 | 03/31/2024 | Atlantic Trust LLC | 11,912 | $3,135 | 12/31/2023 | CRM | 11,912 | $3,135 | 12/31/2023 | Houlihan Financial Resource Group Ltd. | 11,846 | $3,117 | 12/31/2023 | CRM | 11,846 | $3,117 | 12/31/2023 | Canal Capital Management LLC | 11,817 | $3,110 | 12/31/2023 | CRM | 11,817 | $3,110 | 12/31/2023 | Kovack Advisors Inc. | 11,815 | $3,109 | 12/31/2023 | CRM | 11,815 | $3,109 | 12/31/2023 | Nvwm LLC | 11,862 | $3,093 | 12/31/2023 | CRM | 11,862 | $3,093 | 12/31/2023 | Clarius Group LLC | 10,261 | $3,090 | 03/31/2024 | CRM | 10,261 | $3,090 | 03/31/2024 | Qtron Investments LLC | 11,738 | $3,089 | 12/31/2023 | CRM | 11,738 | $3,089 | 12/31/2023 | Trivant Custom Portfolio Group LLC | 10,247 | $3,086 | 03/31/2024 | CRM | 10,247 | $3,086 | 03/31/2024 | Diversified Trust Co | 10,175 | $3,065 | 03/31/2024 | CRM | 10,175 | $3,065 | 03/31/2024 | Waverton Investment Management Ltd | 11,590 | $3,051 | 12/31/2023 | CRM | 11,590 | $3,051 | 12/31/2023 | Psagot Value Holdings Ltd. Israel | 11,478 | $3,048 | 12/31/2023 | CRM | 11,478 | $3,048 | 12/31/2023 | Wealth Alliance | 11,563 | $3,043 | 12/31/2023 | CRM | 11,563 | $3,043 | 12/31/2023 | Sigma Planning Corp | 11,555 | $3,041 | 12/31/2023 | CRM | 11,555 | $3,041 | 12/31/2023 | Absoluto Partners Gestao de Recursos Ltda | 11,556 | $3,041 | 12/31/2023 | CRM | 11,556 | $3,041 | 12/31/2023 | Douglass Winthrop Advisors LLC | 11,543 | $3,037 | 12/31/2023 | CRM | 11,543 | $3,037 | 12/31/2023 | Strategic Advocates LLC | 10,080 | $3,036 | 03/31/2024 | CRM | 10,080 | $3,036 | 03/31/2024 | Norden Group LLC | 11,530 | $3,034 | 12/31/2023 | CRM | 11,530 | $3,034 | 12/31/2023 | UBS Oconnor LLC | 11,500 | $3,026 | 12/31/2023 | CRM | 11,500 | $3,026 | 12/31/2023 | Boltwood Capital Management | 10,042 | $3,024 | 03/31/2024 | CRM | 10,042 | $3,024 | 03/31/2024 | Axxcess Wealth Management LLC | 11,493 | $3,024 | 12/31/2023 | CRM | 11,493 | $3,024 | 12/31/2023 | Holocene Advisors LP | 11,463 | $3,016 | 12/31/2023 | CRM | 11,463 | $3,016 | 12/31/2023 | Finer Wealth Management Inc. | 11,412 | $3,003 | 12/31/2023 | CRM | 11,412 | $3,003 | 12/31/2023 | Wellington Shields Capital Management LLC | 11,408 | $3,002 | 12/31/2023 | CRM | 11,408 | $3,002 | 12/31/2023 | Midwest Professional Planners LTD. | 11,400 | $3,000 | 12/31/2023 | CRM | 11,400 | $3,000 | 12/31/2023 | TFO TDC LLC | 11,398 | $2,999 | 12/31/2023 | CRM | 11,398 | $2,999 | 12/31/2023 | Cetera Trust Company N.A | 11,391 | $2,997 | 12/31/2023 | CRM | 11,391 | $2,997 | 12/31/2023 | Van Hulzen Asset Management LLC | 11,381 | $2,995 | 12/31/2023 | CRM | 11,381 | $2,995 | 12/31/2023 | Ardsley Advisory Partners LP | 11,275 | $2,967 | 12/31/2023 | CRM | 11,275 | $2,967 | 12/31/2023 | Mission Wealth Management LP | 11,262 | $2,963 | 12/31/2023 | CRM | 11,262 | $2,963 | 12/31/2023 | Choate Investment Advisors | 11,239 | $2,957 | 12/31/2023 | CRM | 11,239 | $2,957 | 12/31/2023 | Modera Wealth Management LLC | 11,238 | $2,957 | 12/31/2023 | CRM | 11,238 | $2,957 | 12/31/2023 | Trust Asset Management LLC | 11,221 | $2,953 | 12/31/2023 | CRM | 11,221 | $2,953 | 12/31/2023 | Stoneridge Investment Partners LLC | 11,186 | $2,943 | 12/31/2023 | CRM | 11,186 | $2,943 | 12/31/2023 | Perpetual Ltd | 9,724 | $2,929 | 03/31/2024 | CRM | 9,724 | $2,929 | 03/31/2024 | EFG Asset Management North America Corp. | 11,090 | $2,919 | 12/31/2023 | CRM | 11,090 | $2,919 | 12/31/2023 | Cumberland Partners Ltd | 11,100 | $2,915 | 12/31/2023 | CRM | 11,100 | $2,915 | 12/31/2023 | Green Harvest Asset Management LLC | 11,061 | $2,911 | 12/31/2023 | CRM | 11,061 | $2,911 | 12/31/2023 | Wsfs Capital Management LLC | 11,021 | $2,900 | 12/31/2023 | CRM | 11,021 | $2,900 | 12/31/2023 | Meeder Advisory Services Inc. | 11,022 | $2,900 | 12/31/2023 | CRM | 11,022 | $2,900 | 12/31/2023 | Alpine Woods Capital Investors LLC | 11,000 | $2,895 | 12/31/2023 | CRM | 11,000 | $2,895 | 12/31/2023 | Ardmore Road Asset Management LP | 11,000 | $2,895 | 12/31/2023 | CRM | 11,000 | $2,895 | 12/31/2023 | Strategic Planning Group LLC | 9,583 | $2,886 | 03/31/2024 | CRM | 9,583 | $2,886 | 03/31/2024 | Migdal Insurance & Financial Holdings Ltd. | 10,921 | $2,883 | 12/31/2023 | CRM | 10,921 | $2,883 | 12/31/2023 | Nippon Life Global Investors Americas Inc. | 10,890 | $2,866 | 12/31/2023 | CRM | 10,890 | $2,866 | 12/31/2023 | Duff & Phelps Investment Management Co. | 10,873 | $2,861 | 12/31/2023 | CRM | 10,873 | $2,861 | 12/31/2023 | Moody National Bank Trust Division | 9,487 | $2,857 | 03/31/2024 | CRM | 9,487 | $2,857 | 03/31/2024 | Hancock Whitney Corp | 10,854 | $2,856 | 12/31/2023 | CRM | 10,854 | $2,856 | 12/31/2023 | Kampmann Melissa S. | 10,855 | $2,856 | 12/31/2023 | CRM | 10,855 | $2,856 | 12/31/2023 | Ameritas Investment Partners Inc. | 10,812 | $2,845 | 12/31/2023 | CRM | 10,812 | $2,845 | 12/31/2023 | Herbst Group LLC | 10,810 | $2,845 | 12/31/2023 | CRM | 10,810 | $2,845 | 12/31/2023 | Ritholtz Wealth Management | 10,721 | $2,821 | 12/31/2023 | CRM | 10,721 | $2,821 | 12/31/2023 | Blackhawk Capital Partners LLC. | 10,704 | $2,817 | 12/31/2023 | CRM | 10,704 | $2,817 | 12/31/2023 | Lake Street Financial LLC | 10,690 | $2,813 | 12/31/2023 | CRM | 10,690 | $2,813 | 12/31/2023 | Rockline Wealth Management LLC | 10,687 | $2,812 | 12/31/2023 | CRM | 10,687 | $2,812 | 12/31/2023 | Citizens & Northern Corp | 10,674 | $2,809 | 12/31/2023 | CRM | 10,674 | $2,809 | 12/31/2023 | B.O.S.S. Retirement Advisors LLC | 10,648 | $2,802 | 12/31/2023 | CRM | 10,648 | $2,802 | 12/31/2023 | OV Management LLC | 10,644 | $2,801 | 12/31/2023 | CRM | 10,644 | $2,801 | 12/31/2023 | Clarity Capital Partners LLC | 10,613 | $2,793 | 12/31/2023 | CRM | 10,613 | $2,793 | 12/31/2023 | Two Sigma Investments LP | 10,601 | $2,790 | 12/31/2023 | CRM | 10,601 | $2,790 | 12/31/2023 | Insigneo Advisory Services LLC | 10,590 | $2,787 | 12/31/2023 | CRM | 10,590 | $2,787 | 12/31/2023 | Alps Advisors Inc. | 10,583 | $2,785 | 12/31/2023 | CRM | 10,583 | $2,785 | 12/31/2023 | JNB Advisors LLC | 10,504 | $2,764 | 12/31/2023 | CRM | 10,504 | $2,764 | 12/31/2023 | Conscious Wealth Investments LLC | 9,896 | $2,761 | 12/31/2023 | CRM | 9,896 | $2,761 | 12/31/2023 | Baystate Wealth Management LLC | 10,481 | $2,758 | 12/31/2023 | CRM | 10,481 | $2,758 | 12/31/2023 | Kelly Lawrence W & Associates Inc. CA | 10,475 | $2,756 | 12/31/2023 | CRM | 10,475 | $2,756 | 12/31/2023 | Cornercap Investment Counsel Inc. | 10,469 | $2,755 | 12/31/2023 | CRM | 10,469 | $2,755 | 12/31/2023 | Cable Hill Partners LLC | 10,501 | $2,744 | 12/31/2023 | CRM | 10,501 | $2,744 | 12/31/2023 | Fulton Bank N.A. | 9,106 | $2,743 | 03/31/2024 | CRM | 9,106 | $2,743 | 03/31/2024 | Flagship Harbor Advisors LLC | 9,104 | $2,742 | 03/31/2024 | CRM | 9,104 | $2,742 | 03/31/2024 | SageView Advisory Group LLC | 9,512 | $2,737 | 12/31/2023 | CRM | 9,512 | $2,737 | 12/31/2023 | Atlantic Union Bankshares Corp | 9,068 | $2,731 | 03/31/2024 | CRM | 9,068 | $2,731 | 03/31/2024 | Chase Investment Counsel Corp | 10,377 | $2,730 | 12/31/2023 | CRM | 10,377 | $2,730 | 12/31/2023 | Ascent Group LLC | 9,428 | $2,709 | 12/31/2023 | CRM | 9,428 | $2,709 | 12/31/2023 | Triangle Securities Wealth Management | 8,985 | $2,706 | 03/31/2024 | CRM | 8,985 | $2,706 | 03/31/2024 | Mutual Advisors LLC | 10,274 | $2,704 | 12/31/2023 | CRM | 10,274 | $2,704 | 12/31/2023 | Legacy Private Trust Co. | 8,968 | $2,701 | 03/31/2024 | CRM | 8,968 | $2,701 | 03/31/2024 | Welch & Forbes LLC | 10,259 | $2,700 | 12/31/2023 | CRM | 10,259 | $2,700 | 12/31/2023 | Cohen Investment Advisors LLC | 10,225 | $2,691 | 12/31/2023 | CRM | 10,225 | $2,691 | 12/31/2023 | Jackson Hole Capital Partners LLC | 10,224 | $2,690 | 12/31/2023 | CRM | 10,224 | $2,690 | 12/31/2023 | Tiemann Investment Advisors LLC | 10,188 | $2,681 | 12/31/2023 | CRM | 10,188 | $2,681 | 12/31/2023 | GPM Growth Investors Inc. | 10,170 | $2,676 | 12/31/2023 | CRM | 10,170 | $2,676 | 12/31/2023 | Cigna Investments Inc. New | 10,151 | $2,671 | 12/31/2023 | CRM | 10,151 | $2,671 | 12/31/2023 | Sculati Wealth Management LLC | 10,149 | $2,671 | 12/31/2023 | CRM | 10,149 | $2,671 | 12/31/2023 | Atom Investors LP | 10,137 | $2,667 | 12/31/2023 | CRM | 10,137 | $2,667 | 12/31/2023 | Burns J W & Co. Inc. NY | 8,835 | $2,661 | 03/31/2024 | CRM | 8,835 | $2,661 | 03/31/2024 | Arthur M. Cohen & Associates LLC | 10,058 | $2,645 | 12/31/2023 | CRM | 10,058 | $2,645 | 12/31/2023 | Delta Investment Management LLC | 10,019 | $2,636 | 12/31/2023 | CRM | 10,019 | $2,636 | 12/31/2023 | Horizon Investment Services LLC | 10,006 | $2,633 | 12/31/2023 | CRM | 10,006 | $2,633 | 12/31/2023 | Advent Capital Management DE | 10,000 | $2,631 | 12/31/2023 | CRM | 10,000 | $2,631 | 12/31/2023 | Brant Point Investment Management LLC | | $2,631 | 12/31/2023 | Call | 100 | $2,631 | 12/31/2023 | Trivest Advisors Ltd | 10,000 | $2,631 | 12/31/2023 | CRM | 10,000 | $2,631 | 12/31/2023 | Mitsubishi UFJ Asset Management UK Ltd. | 10,000 | $2,631 | 12/31/2023 | CRM | 10,000 | $2,631 | 12/31/2023 | Thrive Wealth Management LLC | 8,686 | $2,616 | 03/31/2024 | CRM | 8,686 | $2,616 | 03/31/2024 | Nikulski Financial Inc. | 8,646 | $2,604 | 03/31/2024 | CRM | 8,646 | $2,604 | 03/31/2024 | RMR Wealth Builders | 8,640 | $2,602 | 03/31/2024 | CRM | 8,640 | $2,602 | 03/31/2024 | Park Place Capital Corp | 8,639 | $2,602 | 03/31/2024 | CRM | 8,639 | $2,602 | 03/31/2024 | J.W. Cole Advisors Inc. | 9,867 | $2,596 | 12/31/2023 | CRM | 9,867 | $2,596 | 12/31/2023 | AFT Forsyth & Company Inc. | 9,731 | $2,561 | 12/31/2023 | CRM | 9,731 | $2,561 | 12/31/2023 | Core Wealth Advisors Inc. | 9,724 | $2,559 | 12/31/2023 | CRM | 9,724 | $2,559 | 12/31/2023 | Worldquant Millennium Advisors LLC | 9,710 | $2,555 | 12/31/2023 | CRM | 9,710 | $2,555 | 12/31/2023 | CenterBook Partners LP | 9,705 | $2,554 | 12/31/2023 | CRM | 9,705 | $2,554 | 12/31/2023 | Symmetry Investments LP | 9,700 | $2,552 | 12/31/2023 | CRM | 9,700 | $2,552 | 12/31/2023 | MV Capital Management Inc. | 8,470 | $2,551 | 03/31/2024 | CRM | 8,470 | $2,551 | 03/31/2024 | Paradigm Financial Partners LLC | 9,692 | $2,550 | 12/31/2023 | CRM | 9,692 | $2,550 | 12/31/2023 | CastleKnight Management LP | 9,630 | $2,534 | 12/31/2023 | CRM | 9,630 | $2,534 | 12/31/2023 | Chickasaw Capital Management LLC | 8,400 | $2,530 | 03/31/2024 | CRM | 8,400 | $2,530 | 03/31/2024 | Global Endowment Management LP | 9,589 | $2,523 | 12/31/2023 | CRM | 9,589 | $2,523 | 12/31/2023 | Farther Finance Advisors LLC | 9,555 | $2,514 | 12/31/2023 | CRM | 9,555 | $2,514 | 12/31/2023 | Norway Savings Bank | 8,344 | $2,513 | 03/31/2024 | CRM | 8,344 | $2,513 | 03/31/2024 | Bridgewater Associates LP | 9,523 | $2,506 | 12/31/2023 | CRM | 9,523 | $2,506 | 12/31/2023 | Campbell & CO Investment Adviser LLC | 9,525 | $2,506 | 12/31/2023 | CRM | 9,525 | $2,506 | 12/31/2023 | Private Trust Co. NA | 9,520 | $2,505 | 12/31/2023 | CRM | 9,520 | $2,505 | 12/31/2023 | Central Asset Investments & Management Holdings HK Ltd | 9,495 | $2,499 | 12/31/2023 | CRM | 9,495 | $2,499 | 12/31/2023 | Pinnacle Holdings LLC | 9,365 | $2,464 | 12/31/2023 | CRM | 9,365 | $2,464 | 12/31/2023 | Boomfish Wealth Group LLC | 9,359 | $2,463 | 12/31/2023 | CRM | 9,359 | $2,463 | 12/31/2023 | Bangor Savings Bank | 8,162 | $2,458 | 03/31/2024 | CRM | 8,162 | $2,458 | 03/31/2024 | Summit Financial LLC | 9,326 | $2,454 | 12/31/2023 | CRM | 9,326 | $2,454 | 12/31/2023 | AlTi Global Inc. | 9,306 | $2,449 | 12/31/2023 | CRM | 9,306 | $2,449 | 12/31/2023 | Centaurus Financial Inc. | 9,282 | $2,443 | 12/31/2023 | CRM | 9,282 | $2,443 | 12/31/2023 | Mirabella Financial Services LLP | 9,272 | $2,440 | 12/31/2023 | CRM | 9,272 | $2,440 | 12/31/2023 | Wintrust Investments LLC | 9,264 | $2,438 | 12/31/2023 | CRM | 9,264 | $2,438 | 12/31/2023 | Principle Wealth Partners LLC | 9,183 | $2,416 | 12/31/2023 | CRM | 9,183 | $2,416 | 12/31/2023 | Aft Forsyth & Sober LLC | 9,150 | $2,408 | 12/31/2023 | CRM | 9,150 | $2,408 | 12/31/2023 | WealthShield Partners LLC | 9,144 | $2,406 | 12/31/2023 | CRM | 9,144 | $2,406 | 12/31/2023 | FineMark National Bank & Trust | 9,108 | $2,397 | 12/31/2023 | CRM | 9,108 | $2,397 | 12/31/2023 | NorthRock Partners LLC | 9,093 | $2,393 | 12/31/2023 | CRM | 9,093 | $2,393 | 12/31/2023 | Premier Path Wealth Partners LLC | 9,021 | $2,386 | 12/31/2023 | CRM | 9,021 | $2,386 | 12/31/2023 | Wealth Management Partners LLC | 7,911 | $2,383 | 03/31/2024 | CRM | 7,911 | $2,383 | 03/31/2024 | IHT Wealth Management LLC | 8,999 | $2,368 | 12/31/2023 | CRM | 8,999 | $2,368 | 12/31/2023 | Institute for Wealth Management LLC. | 8,988 | $2,365 | 12/31/2023 | CRM | 8,988 | $2,365 | 12/31/2023 | Verde Capital Management | 7,837 | $2,360 | 03/31/2024 | CRM | 7,837 | $2,360 | 03/31/2024 | Consolidated Portfolio Review Corp | 8,958 | $2,357 | 12/31/2023 | CRM | 8,958 | $2,357 | 12/31/2023 | Optas LLC | 7,809 | $2,352 | 03/31/2024 | CRM | 7,809 | $2,352 | 03/31/2024 | Missouri Trust & Investment Co | 8,922 | $2,348 | 12/31/2023 | CRM | 8,922 | $2,348 | 12/31/2023 | Worth Asset Management LLC | 7,785 | $2,345 | 03/31/2024 | CRM | 7,785 | $2,345 | 03/31/2024 | Beaumont Asset Management L.L.C. | 8,901 | $2,342 | 12/31/2023 | CRM | 8,901 | $2,342 | 12/31/2023 | Oak Harbor Wealth Partners LLC | 8,844 | $2,327 | 12/31/2023 | CRM | 8,844 | $2,327 | 12/31/2023 | NFJ Investment Group LLC | 8,838 | $2,326 | 12/31/2023 | CRM | 8,838 | $2,326 | 12/31/2023 | Advisor Resource Council | 8,803 | $2,316 | 12/31/2023 | CRM | 8,803 | $2,316 | 12/31/2023 | EPG Wealth Management LLC | 8,225 | $2,312 | 12/31/2023 | CRM | 8,225 | $2,312 | 12/31/2023 | Navalign LLC | 7,652 | $2,305 | 03/31/2024 | CRM | 7,652 | $2,305 | 03/31/2024 | Fiduciary Group LLC | 8,697 | $2,289 | 12/31/2023 | CRM | 8,697 | $2,289 | 12/31/2023 | Barings LLC | 8,667 | $2,281 | 12/31/2023 | CRM | 8,667 | $2,281 | 12/31/2023 | Nicolet Bankshares Inc. | 8,665 | $2,280 | 12/31/2023 | CRM | 8,665 | $2,280 | 12/31/2023 | Westwood Management Corp IL | 8,643 | $2,274 | 12/31/2023 | CRM | 8,643 | $2,274 | 12/31/2023 | L.M. Kohn & Company | 8,627 | $2,270 | 12/31/2023 | CRM | 8,627 | $2,270 | 12/31/2023 | Moneta Group Investment Advisors LLC | 8,588 | $2,260 | 12/31/2023 | CRM | 8,588 | $2,260 | 12/31/2023 | Harvey Capital Management Inc. | 8,575 | $2,256 | 12/31/2023 | CRM | 8,575 | $2,256 | 12/31/2023 | Catalytic Wealth RIA LLC | 8,556 | $2,251 | 12/31/2023 | CRM | 8,556 | $2,251 | 12/31/2023 | FOCUS Wealth Advisors LLC | 7,468 | $2,249 | 03/31/2024 | CRM | 7,468 | $2,249 | 03/31/2024 | Gs Investments Inc. | 8,530 | $2,245 | 12/31/2023 | CRM | 8,530 | $2,245 | 12/31/2023 | LGT Fund Management Co Ltd. | 8,430 | $2,239 | 12/31/2023 | CRM | 8,430 | $2,239 | 12/31/2023 | G&S Capital LLC | 7,406 | $2,231 | 03/31/2024 | CRM | 7,406 | $2,231 | 03/31/2024 | Ingalls & Snyder LLC | 8,439 | $2,221 | 12/31/2023 | CRM | 8,439 | $2,221 | 12/31/2023 | Roman Butler Fullerton & Co. | 7,881 | $2,206 | 12/31/2023 | CRM | 7,881 | $2,206 | 12/31/2023 | E Fund Management Co. Ltd. | 8,336 | $2,194 | 12/31/2023 | CRM | 8,336 | $2,194 | 12/31/2023 | GeoWealth Management LLC | 8,324 | $2,190 | 12/31/2023 | CRM | 8,324 | $2,190 | 12/31/2023 | United Bank | 8,318 | $2,189 | 12/31/2023 | CRM | 8,318 | $2,189 | 12/31/2023 | Ronald Blue Trust Inc. | 8,280 | $2,179 | 12/31/2023 | CRM | 8,280 | $2,179 | 12/31/2023 | AMG National Trust Bank | 8,273 | $2,177 | 12/31/2023 | CRM | 8,273 | $2,177 | 12/31/2023 | Orin Green Financial LLC | 8,272 | $2,177 | 12/31/2023 | CRM | 8,272 | $2,177 | 12/31/2023 | Great Lakes Retirement Inc. | 8,226 | $2,165 | 12/31/2023 | CRM | 8,226 | $2,165 | 12/31/2023 | Financial Engines Advisors L.L.C. | 8,190 | $2,155 | 12/31/2023 | CRM | 8,190 | $2,155 | 12/31/2023 | Bell Bank | 8,164 | $2,148 | 12/31/2023 | CRM | 8,164 | $2,148 | 12/31/2023 | DeDora Capital Inc. | 7,098 | $2,138 | 03/31/2024 | CRM | 7,098 | $2,138 | 03/31/2024 | Naviter Wealth LLC | 7,075 | $2,134 | 03/31/2024 | CRM | 7,075 | $2,134 | 03/31/2024 | Okabena Investment Services Inc. | 8,094 | $2,130 | 12/31/2023 | CRM | 8,094 | $2,130 | 12/31/2023 | Forum Financial Management LP | 8,086 | $2,128 | 12/31/2023 | CRM | 8,086 | $2,128 | 12/31/2023 | Bay Rivers Group | 8,085 | $2,127 | 12/31/2023 | CRM | 8,085 | $2,127 | 12/31/2023 | Columbia Trust Co 01012016 | 8,076 | $2,125 | 12/31/2023 | CRM | 8,076 | $2,125 | 12/31/2023 | Hudson Canyon Capital Management | 8,076 | $2,125 | 12/31/2023 | CRM | 8,076 | $2,125 | 12/31/2023 | Koshinski Asset Management Inc. | 8,067 | $2,123 | 12/31/2023 | CRM | 8,067 | $2,123 | 12/31/2023 | Edge Capital Group LLC | 8,063 | $2,122 | 12/31/2023 | CRM | 8,063 | $2,122 | 12/31/2023 | Vestmark Advisory Solutions Inc. | 8,053 | $2,119 | 12/31/2023 | CRM | 8,053 | $2,119 | 12/31/2023 | Acorn Financial Advisory Services Inc. ADV | 8,050 | $2,118 | 12/31/2023 | CRM | 8,050 | $2,118 | 12/31/2023 | Aviance Capital Partners LLC | 7,021 | $2,115 | 03/31/2024 | CRM | 7,021 | $2,115 | 03/31/2024 | TrinityPoint Wealth LLC | 8,036 | $2,115 | 12/31/2023 | CRM | 8,036 | $2,115 | 12/31/2023 | Sunbelt Securities Inc. | 7,015 | $2,113 | 03/31/2024 | CRM | 7,015 | $2,113 | 03/31/2024 | Geneva Capital Management LLC | 8,023 | $2,111 | 12/31/2023 | CRM | 8,023 | $2,111 | 12/31/2023 | Field & Main Bank | 8,022 | $2,111 | 12/31/2023 | CRM | 8,022 | $2,111 | 12/31/2023 | Supplemental Annuity Collective Trust of NJ | 8,000 | $2,105 | 12/31/2023 | CRM | 8,000 | $2,105 | 12/31/2023 | Western Wealth Management LLC | 7,999 | $2,105 | 12/31/2023 | CRM | 7,999 | $2,105 | 12/31/2023 | River & Mercantile Asset Management LLP | 7,971 | $2,098 | 12/31/2023 | CRM | 7,971 | $2,098 | 12/31/2023 | VeraBank N.A. | 7,965 | $2,096 | 12/31/2023 | CRM | 7,965 | $2,096 | 12/31/2023 | Nicholas Investment Partners LP | 7,963 | $2,095 | 12/31/2023 | CRM | 7,963 | $2,095 | 12/31/2023 | South Dakota Investment Council | 7,937 | $2,089 | 12/31/2023 | CRM | 7,937 | $2,089 | 12/31/2023 | Hennion & Walsh Asset Management Inc. | 6,932 | $2,088 | 03/31/2024 | CRM | 6,932 | $2,088 | 03/31/2024 | FinTrust Capital Advisors LLC | 7,916 | $2,083 | 12/31/2023 | CRM | 7,916 | $2,083 | 12/31/2023 | Shepherd Financial Partners LLC | 7,908 | $2,081 | 12/31/2023 | CRM | 7,908 | $2,081 | 12/31/2023 | Global Retirement Partners LLC | 7,699 | $2,072 | 12/31/2023 | CRM | 7,699 | $2,072 | 12/31/2023 | Berkshire Bank | 7,873 | $2,072 | 12/31/2023 | CRM | 7,873 | $2,072 | 12/31/2023 | Renasant Bank | 7,869 | $2,071 | 12/31/2023 | CRM | 7,869 | $2,071 | 12/31/2023 | Sound View Wealth Advisors Group LLC | 7,867 | $2,070 | 12/31/2023 | CRM | 7,867 | $2,070 | 12/31/2023 | Northstar Group Inc. | 6,851 | $2,063 | 03/31/2024 | CRM | 6,851 | $2,063 | 03/31/2024 | Penobscot Investment Management Company Inc. | 7,805 | $2,054 | 12/31/2023 | CRM | 7,805 | $2,054 | 12/31/2023 | Bulltick Wealth Management LLC | 7,773 | $2,045 | 12/31/2023 | CRM | 7,773 | $2,045 | 12/31/2023 | Little House Capital LLC | 6,785 | $2,044 | 03/31/2024 | CRM | 6,785 | $2,044 | 03/31/2024 | Camden Capital LLC | 7,753 | $2,040 | 12/31/2023 | CRM | 7,753 | $2,040 | 12/31/2023 | Grandview Asset Management LLC | 6,767 | $2,038 | 03/31/2024 | CRM | 6,767 | $2,038 | 03/31/2024 | Ameritas Advisory Services LLC | 7,586 | $2,038 | 12/31/2023 | CRM | 7,586 | $2,038 | 12/31/2023 | Wealthcare Advisory Partners LLC | 6,763 | $2,037 | 03/31/2024 | CRM | 6,763 | $2,037 | 03/31/2024 | Compton Wealth Advisory Group LLC | 6,750 | $2,033 | 03/31/2024 | CRM | 6,750 | $2,033 | 03/31/2024 | Personal CFO Solutions LLC | 7,721 | $2,032 | 12/31/2023 | CRM | 7,721 | $2,032 | 12/31/2023 | Bank Pictet & Cie Asia Ltd. | 7,650 | $2,013 | 12/31/2023 | CRM | 7,650 | $2,013 | 12/31/2023 | WP Advisors LLC | 7,645 | $2,012 | 12/31/2023 | CRM | 7,645 | $2,012 | 12/31/2023 | Merit Financial Group LLC | 7,634 | $2,009 | 12/31/2023 | CRM | 7,634 | $2,009 | 12/31/2023 | Nilsine Partners LLC | 7,632 | $2,008 | 12/31/2023 | CRM | 7,632 | $2,008 | 12/31/2023 | Segment Wealth Management LLC | 7,620 | $2,005 | 12/31/2023 | CRM | 7,620 | $2,005 | 12/31/2023 | Mission Creek Capital Partners Inc. | 7,605 | $2,001 | 12/31/2023 | CRM | 7,605 | $2,001 | 12/31/2023 | Camarda Financial Advisors LLC | 7,600 | $2,000 | 12/31/2023 | CRM | 7,600 | $2,000 | 12/31/2023 | Charles Carroll Financial Partners LLC | 7,600 | $2,000 | 12/31/2023 | CRM | 7,600 | $2,000 | 12/31/2023 | Ascent Wealth Partners LLC | 7,578 | $1,994 | 12/31/2023 | CRM | 7,578 | $1,994 | 12/31/2023 | Cito Capital Group LLC | 7,550 | $1,987 | 12/31/2023 | CRM | 7,550 | $1,987 | 12/31/2023 | Chicago Partners Investment Group LLC | 7,160 | $1,983 | 12/31/2023 | CRM | 7,160 | $1,983 | 12/31/2023 | Wolf Group Capital Advisors | 7,523 | $1,980 | 12/31/2023 | CRM | 7,523 | $1,980 | 12/31/2023 | Sontag Advisory LLC | 7,520 | $1,979 | 12/31/2023 | CRM | 7,520 | $1,979 | 12/31/2023 | Waldron Private Wealth LLC | 7,499 | $1,973 | 12/31/2023 | CRM | 7,499 | $1,973 | 12/31/2023 | Cooper Financial Group | 6,543 | $1,971 | 03/31/2024 | CRM | 6,543 | $1,971 | 03/31/2024 | Comprehensive Financial Consultants Institutional Inc. | 7,490 | $1,971 | 12/31/2023 | CRM | 7,490 | $1,971 | 12/31/2023 | Cunning Capital Partners LP | 7,475 | $1,967 | 12/31/2023 | CRM | 7,475 | $1,967 | 12/31/2023 | Financial Advocates Investment Management | 7,471 | $1,966 | 12/31/2023 | CRM | 7,471 | $1,966 | 12/31/2023 | First Pacific Financial | 7,462 | $1,964 | 12/31/2023 | CRM | 7,462 | $1,964 | 12/31/2023 | Atlas Brown Inc. | 6,488 | $1,954 | 03/31/2024 | CRM | 6,488 | $1,954 | 03/31/2024 | Intrust Bank NA | 7,417 | $1,952 | 12/31/2023 | CRM | 7,417 | $1,952 | 12/31/2023 | Beck Bode LLC | 7,405 | $1,949 | 12/31/2023 | CRM | 7,405 | $1,949 | 12/31/2023 | Arbor Trust Wealth Advisors LLC | 6,487 | $1,946 | 03/31/2024 | CRM | 6,487 | $1,946 | 03/31/2024 | RFG Advisory LLC | 6,438 | $1,939 | 03/31/2024 | CRM | 6,438 | $1,939 | 03/31/2024 | Capital Investment Advisors LLC | 6,434 | $1,938 | 03/31/2024 | CRM | 6,434 | $1,938 | 03/31/2024 | Center for Financial Planning Inc. | 7,351 | $1,934 | 12/31/2023 | CRM | 7,351 | $1,934 | 12/31/2023 | TriaGen Wealth Management LLC | 7,345 | $1,933 | 12/31/2023 | CRM | 7,345 | $1,933 | 12/31/2023 | United Asset Strategies Inc. | 7,301 | $1,921 | 12/31/2023 | CRM | 7,301 | $1,921 | 12/31/2023 | Arete Wealth Advisors LLC | 7,290 | $1,916 | 12/31/2023 | CRM | 7,290 | $1,916 | 12/31/2023 | Schmidt P J Investment Management Inc. | 6,841 | $1,915 | 12/31/2023 | CRM | 6,841 | $1,915 | 12/31/2023 | Lewis Asset Management LLC | 7,271 | $1,913 | 12/31/2023 | CRM | 7,271 | $1,913 | 12/31/2023 | MidWestOne Financial Group Inc. | 7,266 | $1,912 | 12/31/2023 | CRM | 7,266 | $1,912 | 12/31/2023 | Albion Financial Group UT | 7,250 | $1,908 | 12/31/2023 | CRM | 7,250 | $1,908 | 12/31/2023 | Cypress Capital Group | 7,219 | $1,900 | 12/31/2023 | CRM | 7,219 | $1,900 | 12/31/2023 | Meeder Asset Management Inc. | 7,195 | $1,893 | 12/31/2023 | CRM | 7,195 | $1,893 | 12/31/2023 | Stonegate Investment Group LLC | 7,176 | $1,888 | 12/31/2023 | CRM | 7,176 | $1,888 | 12/31/2023 | Fidelis Capital Partners LLC | 7,175 | $1,888 | 12/31/2023 | CRM | 7,175 | $1,888 | 12/31/2023 | Scharf Investments LLC | 6,248 | $1,882 | 03/31/2024 | CRM | 6,248 | $1,882 | 03/31/2024 | Van Leeuwen & Company LLC | 7,145 | $1,880 | 12/31/2023 | CRM | 7,145 | $1,880 | 12/31/2023 | Pinnacle Wealth Management LLC | 7,139 | $1,879 | 12/31/2023 | CRM | 7,139 | $1,879 | 12/31/2023 | F M Investments LLC | 7,128 | $1,876 | 12/31/2023 | CRM | 7,128 | $1,876 | 12/31/2023 | U.S. Capital Wealth Advisors LLC | 7,117 | $1,873 | 12/31/2023 | CRM | 7,117 | $1,873 | 12/31/2023 | Archford Capital Strategies LLC | 7,101 | $1,869 | 12/31/2023 | CRM | 7,101 | $1,869 | 12/31/2023 | Bard Financial Services Inc. | 7,085 | $1,864 | 12/31/2023 | CRM | 7,085 | $1,864 | 12/31/2023 | Boyd Watterson Asset Management LLC OH | 7,072 | $1,861 | 12/31/2023 | CRM | 7,072 | $1,861 | 12/31/2023 | Skopos Labs Inc. | 7,072 | $1,861 | 12/31/2023 | CRM | 7,072 | $1,861 | 12/31/2023 | Bristlecone Advisors LLC | 7,069 | $1,860 | 12/31/2023 | CRM | 7,069 | $1,860 | 12/31/2023 | Lloyd Advisory Services LLC. | 6,160 | $1,855 | 03/31/2024 | CRM | 6,160 | $1,855 | 03/31/2024 | Balentine LLC | 7,049 | $1,855 | 12/31/2023 | CRM | 7,049 | $1,855 | 12/31/2023 | First County Bank CT | 7,044 | $1,854 | 12/31/2023 | CRM | 7,044 | $1,854 | 12/31/2023 | Steinberg Asset Management LLC | 7,024 | $1,848 | 12/31/2023 | CRM | 7,024 | $1,848 | 12/31/2023 | Del Sette Capital Management LLC | 7,008 | $1,844 | 12/31/2023 | CRM | 7,008 | $1,844 | 12/31/2023 | Tegean Capital Management LLC | 7,000 | $1,842 | 12/31/2023 | CRM | 7,000 | $1,842 | 12/31/2023 | Charter Research & Investment Group Inc. | 6,972 | $1,835 | 12/31/2023 | CRM | 6,972 | $1,835 | 12/31/2023 | Moody Lynn & Lieberson LLC | 6,966 | $1,833 | 12/31/2023 | CRM | 6,966 | $1,833 | 12/31/2023 | LifePlan Financial LLC | 6,953 | $1,830 | 12/31/2023 | CRM | 6,953 | $1,830 | 12/31/2023 | Sanders Morris Harris LLC | 6,061 | $1,825 | 03/31/2024 | CRM | 6,061 | $1,825 | 03/31/2024 | Voya Financial Advisors Inc. | 6,873 | $1,825 | 12/31/2023 | CRM | 6,873 | $1,825 | 12/31/2023 | Quadcap Wealth Management LLC | 6,927 | $1,823 | 12/31/2023 | CRM | 6,927 | $1,823 | 12/31/2023 | Brandywine Managers LLC | 6,913 | $1,819 | 12/31/2023 | CRM | 6,913 | $1,819 | 12/31/2023 | Robertson Stephens Wealth Management LLC | 6,913 | $1,819 | 12/31/2023 | CRM | 6,913 | $1,819 | 12/31/2023 | Quadrant Capital Group LLC | 6,908 | $1,818 | 12/31/2023 | CRM | 6,908 | $1,818 | 12/31/2023 | Focus Financial Network Inc. ADV | 6,899 | $1,815 | 12/31/2023 | CRM | 6,899 | $1,815 | 12/31/2023 | Grey Street Capital LLC | 6,893 | $1,814 | 12/31/2023 | CRM | 6,893 | $1,814 | 12/31/2023 | PFC Capital Group Inc. | 6,890 | $1,813 | 12/31/2023 | CRM | 6,890 | $1,813 | 12/31/2023 | Weiss Asset Management LP | 6,878 | $1,810 | 12/31/2023 | CRM | 6,878 | $1,810 | 12/31/2023 | Central Valley Advisors LLC | 6,002 | $1,808 | 03/31/2024 | CRM | 6,002 | $1,808 | 03/31/2024 | Rathbone Brothers plc | 6,863 | $1,806 | 12/31/2023 | CRM | 6,863 | $1,806 | 12/31/2023 | Wrapmanager Inc. | 6,842 | $1,800 | 12/31/2023 | CRM | 6,842 | $1,800 | 12/31/2023 | Montag A & Associates Inc. | 6,835 | $1,799 | 12/31/2023 | CRM | 6,835 | $1,799 | 12/31/2023 | Meitav Dash Investments Ltd. | 6,773 | $1,797 | 12/31/2023 | CRM | 6,773 | $1,797 | 12/31/2023 | Jacobi Capital Management LLC | 6,756 | $1,778 | 12/31/2023 | CRM | 6,756 | $1,778 | 12/31/2023 | Signet Financial Management LLC | 5,890 | $1,774 | 03/31/2024 | CRM | 5,890 | $1,774 | 03/31/2024 | Redmond Asset Management LLC | 6,742 | $1,774 | 12/31/2023 | CRM | 6,742 | $1,774 | 12/31/2023 | PICTET BANK & TRUST Ltd | 6,738 | $1,773 | 12/31/2023 | CRM | 6,738 | $1,773 | 12/31/2023 | Kaizen Financial Strategies | 6,726 | $1,770 | 12/31/2023 | CRM | 6,726 | $1,770 | 12/31/2023 | Heritage Trust Co | 6,704 | $1,764 | 12/31/2023 | CRM | 6,704 | $1,764 | 12/31/2023 | Keeler Thomas Management LLC | 6,700 | $1,763 | 12/31/2023 | CRM | 6,700 | $1,763 | 12/31/2023 | 1776 Wealth LLC | 6,681 | $1,758 | 12/31/2023 | CRM | 6,681 | $1,758 | 12/31/2023 | St. Johns Investment Management Company LLC | 5,834 | $1,757 | 03/31/2024 | CRM | 5,834 | $1,757 | 03/31/2024 | Doliver Advisors LP | 5,823 | $1,754 | 03/31/2024 | CRM | 5,823 | $1,754 | 03/31/2024 | Invera Wealth Advisors LLC | 6,641 | $1,748 | 12/31/2023 | CRM | 6,641 | $1,748 | 12/31/2023 | ORG Partners LLC | 6,604 | $1,738 | 12/31/2023 | CRM | 6,604 | $1,738 | 12/31/2023 | Eagle Strategies LLC | 6,582 | $1,732 | 12/31/2023 | CRM | 6,582 | $1,732 | 12/31/2023 | Power Wealth Management LLC | 6,579 | $1,731 | 12/31/2023 | CRM | 6,579 | $1,731 | 12/31/2023 | Cutler Group LP | | $1,730 | 12/31/2023 | CRM | 3,956 | $1,040 | 12/31/2023 | Call | 17,800 | $907 | 12/31/2023 | Put | 45,000 | $217 | 12/31/2023 | Donaldson Capital Management LLC | 6,545 | $1,722 | 12/31/2023 | CRM | 6,545 | $1,722 | 12/31/2023 | One Wealth Management Investment & Advisory Services LLC | 6,540 | $1,721 | 12/31/2023 | CRM | 6,540 | $1,721 | 12/31/2023 | KRS Capital Management LLC | 5,706 | $1,719 | 03/31/2024 | CRM | 5,706 | $1,719 | 03/31/2024 | GraniteShares Advisors LLC | 6,524 | $1,717 | 12/31/2023 | CRM | 6,524 | $1,717 | 12/31/2023 | 9258 Wealth Management LLC | 6,483 | $1,706 | 12/31/2023 | CRM | 6,483 | $1,706 | 12/31/2023 | Pine Valley Investments Ltd Liability Co | 6,451 | $1,698 | 12/31/2023 | CRM | 6,451 | $1,698 | 12/31/2023 | CHICAGO TRUST Co NA | 5,632 | $1,696 | 03/31/2024 | CRM | 5,632 | $1,696 | 03/31/2024 | Varenne Capital Partners | 6,415 | $1,688 | 12/31/2023 | CRM | 6,415 | $1,688 | 12/31/2023 | Keel Point LLC | 5,594 | $1,685 | 03/31/2024 | CRM | 5,594 | $1,685 | 03/31/2024 | CWA Asset Management Group LLC | 6,402 | $1,685 | 12/31/2023 | CRM | 6,402 | $1,685 | 12/31/2023 | Morse Asset Management Inc | 6,399 | $1,684 | 12/31/2023 | CRM | 6,399 | $1,684 | 12/31/2023 | Team Hewins LLC | 6,387 | $1,681 | 12/31/2023 | CRM | 6,387 | $1,681 | 12/31/2023 | Birinyi Associates Inc. | 6,380 | $1,679 | 12/31/2023 | CRM | 6,380 | $1,679 | 12/31/2023 | CX Institutional | 5,564 | $1,676 | 03/31/2024 | CRM | 5,564 | $1,676 | 03/31/2024 | IMA Wealth Inc. | 6,371 | $1,676 | 12/31/2023 | CRM | 6,371 | $1,676 | 12/31/2023 | Fred Alger Management LLC | 6,348 | $1,670 | 12/31/2023 | CRM | 6,348 | $1,670 | 12/31/2023 | Keudell Morrison Wealth Management | 6,347 | $1,670 | 12/31/2023 | CRM | 6,347 | $1,670 | 12/31/2023 | Quantum Private Wealth LLC | 6,348 | $1,670 | 12/31/2023 | CRM | 6,348 | $1,670 | 12/31/2023 | GPS Wealth Strategies Group LLC | 6,308 | $1,660 | 12/31/2023 | CRM | 6,308 | $1,660 | 12/31/2023 | AXQ Capital LP | 6,300 | $1,658 | 12/31/2023 | CRM | 6,300 | $1,658 | 12/31/2023 | Sapient Capital LLC | 6,296 | $1,657 | 12/31/2023 | CRM | 6,296 | $1,657 | 12/31/2023 | Shorepoint Capital Partners LLC | 6,286 | $1,654 | 12/31/2023 | CRM | 6,286 | $1,654 | 12/31/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 6,278 | $1,652 | 12/31/2023 | CRM | 6,278 | $1,652 | 12/31/2023 | Global Wealth Management Investment Advisory Inc. | 6,264 | $1,648 | 12/31/2023 | CRM | 6,264 | $1,648 | 12/31/2023 | Rossmore Private Capital | 6,257 | $1,646 | 12/31/2023 | CRM | 6,257 | $1,646 | 12/31/2023 | Ramirez Asset Management Inc. | 6,236 | $1,641 | 12/31/2023 | CRM | 6,236 | $1,641 | 12/31/2023 | Leelyn Smith LLC | 6,224 | $1,638 | 12/31/2023 | CRM | 6,224 | $1,638 | 12/31/2023 | Apella Capital LLC | 5,397 | $1,632 | 03/31/2024 | CRM | 5,397 | $1,632 | 03/31/2024 | Laffer Tengler Investments | 6,198 | $1,631 | 12/31/2023 | CRM | 6,198 | $1,631 | 12/31/2023 | Cynosure Management LLC | 6,192 | $1,629 | 12/31/2023 | CRM | 6,192 | $1,629 | 12/31/2023 | Jamison Private Wealth Management Inc. | 6,187 | $1,628 | 12/31/2023 | CRM | 6,187 | $1,628 | 12/31/2023 | M&R Capital Management Inc. | 5,392 | $1,624 | 03/31/2024 | CRM | 5,392 | $1,624 | 03/31/2024 | Plancorp LLC | 6,168 | $1,623 | 12/31/2023 | CRM | 6,168 | $1,623 | 12/31/2023 | Joseph Group Capital Management | 6,128 | $1,613 | 12/31/2023 | CRM | 6,128 | $1,613 | 12/31/2023 | Tealwood Asset Management Inc. | 5,343 | $1,609 | 03/31/2024 | CRM | 5,343 | $1,609 | 03/31/2024 | International Assets Investment Management LLC | 5,324 | $1,609 | 03/31/2024 | CRM | 5,324 | $1,609 | 03/31/2024 | Saturna Capital CORP | 6,106 | $1,607 | 12/31/2023 | CRM | 6,106 | $1,607 | 12/31/2023 | EverSource Wealth Advisors LLC | 6,094 | $1,604 | 12/31/2023 | CRM | 6,094 | $1,604 | 12/31/2023 | Lindbrook Capital LLC | 6,087 | $1,602 | 12/31/2023 | CRM | 6,087 | $1,602 | 12/31/2023 | ProVise Management Group LLC | 6,076 | $1,599 | 12/31/2023 | CRM | 6,076 | $1,599 | 12/31/2023 | M&G Investment Management Ltd. | 6,051 | $1,591 | 12/31/2023 | CRM | 6,051 | $1,591 | 12/31/2023 | Stablepoint Partners LLC | 6,047 | $1,591 | 12/31/2023 | CRM | 6,047 | $1,591 | 12/31/2023 | Canopy Partners LLC | 6,008 | $1,581 | 12/31/2023 | CRM | 6,008 | $1,581 | 12/31/2023 | New Age Alpha Advisors LLC | 6,000 | $1,579 | 12/31/2023 | CRM | 6,000 | $1,579 | 12/31/2023 | Conning Inc. | 5,986 | $1,575 | 12/31/2023 | CRM | 5,986 | $1,575 | 12/31/2023 | FUKOKU MUTUAL LIFE INSURANCE Co | 5,983 | $1,574 | 12/31/2023 | CRM | 5,983 | $1,574 | 12/31/2023 | Quantbot Technologies LP | 5,981 | $1,574 | 12/31/2023 | CRM | 5,981 | $1,574 | 12/31/2023 | Charter Oak Capital Management LLC | 5,974 | $1,572 | 12/31/2023 | CRM | 5,974 | $1,572 | 12/31/2023 | KPP Advisory Services LLC | 5,974 | $1,572 | 12/31/2023 | CRM | 5,974 | $1,572 | 12/31/2023 | USA Financial Portformulas Corp | 5,969 | $1,571 | 12/31/2023 | CRM | 5,969 | $1,571 | 12/31/2023 | Northwest Bank & Trust Co | 5,963 | $1,569 | 12/31/2023 | CRM | 5,963 | $1,569 | 12/31/2023 | Eastover Investment Advisors LLC | 5,935 | $1,562 | 12/31/2023 | CRM | 5,935 | $1,562 | 12/31/2023 | Lake Street Advisors Group LLC | 5,933 | $1,561 | 12/31/2023 | CRM | 5,933 | $1,561 | 12/31/2023 | Sciencast Management LP | 5,924 | $1,559 | 12/31/2023 | CRM | 5,924 | $1,559 | 12/31/2023 | TRUE Private Wealth Advisors | 5,905 | $1,554 | 12/31/2023 | CRM | 5,905 | $1,554 | 12/31/2023 | Riverview Capital Advisers LLC | 5,899 | $1,552 | 12/31/2023 | CRM | 5,899 | $1,552 | 12/31/2023 | InTrack Investment Management Inc | 5,144 | $1,549 | 03/31/2024 | CRM | 5,144 | $1,549 | 03/31/2024 | Werba Rubin Papier Wealth Management | 5,872 | $1,545 | 12/31/2023 | CRM | 5,872 | $1,545 | 12/31/2023 | Harvest Fund Management Co. Ltd | 5,859 | $1,542 | 12/31/2023 | CRM | 5,859 | $1,542 | 12/31/2023 | Stamos Capital Partners L.P. | 5,860 | $1,542 | 12/31/2023 | CRM | 5,860 | $1,542 | 12/31/2023 | Scott & Selber Inc. | 5,841 | $1,537 | 12/31/2023 | CRM | 5,841 | $1,537 | 12/31/2023 | Lineweaver Wealth Advisors LLC | 5,831 | $1,534 | 12/31/2023 | CRM | 5,831 | $1,534 | 12/31/2023 | Emprise Bank | 5,088 | $1,532 | 03/31/2024 | CRM | 5,088 | $1,532 | 03/31/2024 | Platform Technology Partners | 5,332 | $1,532 | 12/31/2023 | CRM | 5,332 | $1,532 | 12/31/2023 | Concord Wealth Partners | 5,811 | $1,529 | 12/31/2023 | CRM | 5,811 | $1,529 | 12/31/2023 | Ironwood Investment Management LLC | 5,786 | $1,523 | 12/31/2023 | CRM | 5,786 | $1,523 | 12/31/2023 | Trillium Asset Management LLC | 5,781 | $1,521 | 12/31/2023 | CRM | 5,781 | $1,521 | 12/31/2023 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 5,044 | $1,519 | 03/31/2024 | CRM | 5,044 | $1,519 | 03/31/2024 | Cinctive Capital Management LP | 5,767 | $1,518 | 12/31/2023 | CRM | 5,767 | $1,518 | 12/31/2023 | Bey Douglas LLC | 5,764 | $1,517 | 12/31/2023 | CRM | 5,764 | $1,517 | 12/31/2023 | Regatta Capital Group LLC | 5,759 | $1,516 | 12/31/2023 | CRM | 5,759 | $1,516 | 12/31/2023 | Williamson Legacy Group LLC | 5,763 | $1,516 | 12/31/2023 | CRM | 5,763 | $1,516 | 12/31/2023 | Signal Advisors Wealth LLC | 5,031 | $1,515 | 03/31/2024 | CRM | 5,031 | $1,515 | 03/31/2024 | Peterson Financial Group Inc. | 5,752 | $1,514 | 12/31/2023 | CRM | 5,752 | $1,514 | 12/31/2023 | Rehmann Capital Advisory Group | 5,749 | $1,513 | 12/31/2023 | CRM | 5,749 | $1,513 | 12/31/2023 | Lazari Capital Management Inc. | 5,746 | $1,512 | 12/31/2023 | CRM | 5,746 | $1,512 | 12/31/2023 | Fifth Third Wealth Advisors LLC | 5,005 | $1,507 | 03/31/2024 | CRM | 5,005 | $1,507 | 03/31/2024 | Vantage Financial Partners Ltd. Inc. | 5,725 | $1,506 | 12/31/2023 | CRM | 5,725 | $1,506 | 12/31/2023 | Grayhawk Investment Strategies Inc. | 5,688 | $1,497 | 12/31/2023 | CRM | 5,688 | $1,497 | 12/31/2023 | Gilbert & Cook Inc. | 5,659 | $1,489 | 12/31/2023 | CRM | 5,659 | $1,489 | 12/31/2023 | Tlwm | 4,934 | $1,486 | 03/31/2024 | CRM | 4,934 | $1,486 | 03/31/2024 | Cardiff Park Advisors LLC | | $1,485 | 12/31/2023 | CRM | 7,642 | $2,011 | 12/31/2023 | Put | 2,000 | $526 | 12/31/2023 | Chemistry Wealth Management LLC | 4,926 | $1,484 | 03/31/2024 | CRM | 4,926 | $1,484 | 03/31/2024 | Dearborn Partners LLC | 5,640 | $1,484 | 12/31/2023 | CRM | 5,640 | $1,484 | 12/31/2023 | Cornell Pochily Investment Advisors Inc. | 5,622 | $1,479 | 12/31/2023 | CRM | 5,622 | $1,479 | 12/31/2023 | Intellectus Partners LLC | 5,612 | $1,477 | 12/31/2023 | CRM | 5,612 | $1,477 | 12/31/2023 | Buckingham Strategic Wealth LLC | 5,586 | $1,470 | 12/31/2023 | CRM | 5,586 | $1,470 | 12/31/2023 | ARP Americas LP | 5,587 | $1,470 | 12/31/2023 | CRM | 5,587 | $1,470 | 12/31/2023 | Proequities Inc. | | $1,469 | 12/31/2023 | CRM | 5,583 | $1,469 | 12/31/2023 | Put | 0 | $0 | 12/31/2023 | Call | 0 | $0 | 12/31/2023 | Coastline Trust Co | 5,582 | $1,469 | 12/31/2023 | CRM | 5,582 | $1,469 | 12/31/2023 | Syon Capital LLC | 5,578 | $1,468 | 12/31/2023 | CRM | 5,578 | $1,468 | 12/31/2023 | Industrial Alliance Investment Management Inc. | 5,573 | $1,466 | 12/31/2023 | CRM | 5,573 | $1,466 | 12/31/2023 | Legal Advantage Investments Inc. | 5,571 | $1,466 | 12/31/2023 | CRM | 5,571 | $1,466 | 12/31/2023 | Carr Financial Group Corp | 5,573 | $1,466 | 12/31/2023 | CRM | 5,573 | $1,466 | 12/31/2023 | Avestar Capital LLC | | $1,461 | 12/31/2023 | CRM | 5,155 | $1,356 | 12/31/2023 | Call | 400 | $105 | 12/31/2023 | ISAM Funds UK Ltd | 5,548 | $1,460 | 12/31/2023 | CRM | 5,548 | $1,460 | 12/31/2023 | Alta Wealth Advisors LLC | 5,529 | $1,455 | 12/31/2023 | CRM | 5,529 | $1,455 | 12/31/2023 | Capstone Triton Financial Group LLC | 5,512 | $1,450 | 12/31/2023 | CRM | 5,512 | $1,450 | 12/31/2023 | Trust Point Inc. | 5,505 | $1,449 | 12/31/2023 | CRM | 5,505 | $1,449 | 12/31/2023 | Grace & Mercy Foundation Inc. | 5,500 | $1,447 | 12/31/2023 | CRM | 5,500 | $1,447 | 12/31/2023 | Secure Asset Management LLC | 5,494 | $1,446 | 12/31/2023 | CRM | 5,494 | $1,446 | 12/31/2023 | Mainstay Capital Management LLC ADV | 5,466 | $1,438 | 12/31/2023 | CRM | 5,466 | $1,438 | 12/31/2023 | Deltec Asset Management LLC | 4,750 | $1,431 | 03/31/2024 | CRM | 4,750 | $1,431 | 03/31/2024 | Moloney Securities Asset Management LLC | 5,431 | $1,429 | 12/31/2023 | CRM | 5,431 | $1,429 | 12/31/2023 | Gamco Investors INC. ET AL | 5,412 | $1,424 | 12/31/2023 | CRM | 5,412 | $1,424 | 12/31/2023 | Elmwood Wealth Management Inc. | 5,408 | $1,423 | 12/31/2023 | CRM | 5,408 | $1,423 | 12/31/2023 | Altfest L J & Co. Inc. | 5,346 | $1,407 | 12/31/2023 | CRM | 5,346 | $1,407 | 12/31/2023 | Parcion Private Wealth LLC | 5,343 | $1,406 | 12/31/2023 | CRM | 5,343 | $1,406 | 12/31/2023 | Twin Peaks Wealth Advisors LLC | 5,338 | $1,405 | 12/31/2023 | CRM | 5,338 | $1,405 | 12/31/2023 | GAMMA Investing LLC | 4,654 | $1,402 | 03/31/2024 | CRM | 4,654 | $1,402 | 03/31/2024 | Wallace Advisory Group LLC | 4,653 | $1,401 | 03/31/2024 | CRM | 4,653 | $1,401 | 03/31/2024 | Harel Insurance Investments & Financial Services Ltd. | 5,272 | $1,399 | 12/31/2023 | CRM | 5,272 | $1,399 | 12/31/2023 | Exencial Wealth Advisors LLC | 5,292 | $1,393 | 12/31/2023 | CRM | 5,292 | $1,393 | 12/31/2023 | Legacy Financial Advisors Inc. | 5,286 | $1,391 | 12/31/2023 | CRM | 5,286 | $1,391 | 12/31/2023 | Wade G W & Inc. | 5,272 | $1,387 | 12/31/2023 | CRM | 5,272 | $1,387 | 12/31/2023 | Aptus Capital Advisors LLC | 5,270 | $1,387 | 12/31/2023 | CRM | 5,270 | $1,387 | 12/31/2023 | Clear Harbor Asset Management LLC | 5,262 | $1,385 | 12/31/2023 | CRM | 5,262 | $1,385 | 12/31/2023 | Ayrshire Capital Management LLC | 4,556 | $1,372 | 03/31/2024 | CRM | 4,556 | $1,372 | 03/31/2024 | Koss Olinger Consulting LLC | 4,556 | $1,372 | 03/31/2024 | CRM | 4,556 | $1,372 | 03/31/2024 | Old Well Partners LLC | 5,200 | $1,368 | 12/31/2023 | CRM | 5,200 | $1,368 | 12/31/2023 | Etesian Wealth Advisors Inc. | 4,531 | $1,365 | 03/31/2024 | CRM | 4,531 | $1,365 | 03/31/2024 | VELA Investment Management LLC | 5,183 | $1,364 | 12/31/2023 | CRM | 5,183 | $1,364 | 12/31/2023 | Connective Portfolio Management LLC | 5,170 | $1,360 | 12/31/2023 | CRM | 5,170 | $1,360 | 12/31/2023 | Laidlaw Wealth Management LLC | 5,165 | $1,359 | 12/31/2023 | CRM | 5,165 | $1,359 | 12/31/2023 | Occidental Asset Management LLC | 4,504 | $1,357 | 03/31/2024 | CRM | 4,504 | $1,357 | 03/31/2024 | Oak Harvest Investment Services | 5,134 | $1,351 | 12/31/2023 | CRM | 5,134 | $1,351 | 12/31/2023 | Sentry Investment Management LLC | 5,107 | $1,344 | 12/31/2023 | CRM | 5,107 | $1,344 | 12/31/2023 | Ballast Inc. | 5,108 | $1,344 | 12/31/2023 | CRM | 5,108 | $1,344 | 12/31/2023 | Country Club Bank GFN | 5,047 | $1,340 | 12/31/2023 | CRM | 5,047 | $1,340 | 12/31/2023 | Aaron Wealth Advisors | 5,089 | $1,339 | 12/31/2023 | CRM | 5,089 | $1,339 | 12/31/2023 | Argent Advisors Inc. | 5,070 | $1,334 | 12/31/2023 | CRM | 5,070 | $1,334 | 12/31/2023 | Options Solutions LLC | 5,058 | $1,331 | 12/31/2023 | CRM | 5,058 | $1,331 | 12/31/2023 | Guerra Pan Advisors LLC | 5,048 | $1,328 | 12/31/2023 | CRM | 5,048 | $1,328 | 12/31/2023 | DB Fitzpatrick & Co Inc | 5,009 | $1,318 | 12/31/2023 | CRM | 5,009 | $1,318 | 12/31/2023 | Belpointe Asset Management LLC | 5,002 | $1,316 | 12/31/2023 | CRM | 5,002 | $1,316 | 12/31/2023 | Smith Salley & Associates | 4,995 | $1,314 | 12/31/2023 | CRM | 4,995 | $1,314 | 12/31/2023 | Bragg Financial Advisors Inc | 4,979 | $1,310 | 12/31/2023 | CRM | 4,979 | $1,310 | 12/31/2023 | Legacy Bridge LLC | 4,974 | $1,309 | 12/31/2023 | CRM | 4,974 | $1,309 | 12/31/2023 | Wiley BROS. Aintree Capital LLC | 4,330 | $1,304 | 03/31/2024 | CRM | 4,330 | $1,304 | 03/31/2024 | Strategic Investment Advisors MI | 4,954 | $1,304 | 12/31/2023 | CRM | 4,954 | $1,304 | 12/31/2023 | Paradigm Asset Management Co. LLC | 4,950 | $1,303 | 12/31/2023 | CRM | 4,950 | $1,303 | 12/31/2023 | Strengthening Families & Communities LLC | 4,943 | $1,301 | 12/31/2023 | CRM | 4,943 | $1,301 | 12/31/2023 | CIC Wealth LLC | 4,314 | $1,299 | 03/31/2024 | CRM | 4,314 | $1,299 | 03/31/2024 | Raab & Moskowitz Asset Management LLC | 4,924 | $1,296 | 12/31/2023 | CRM | 4,924 | $1,296 | 12/31/2023 | Pinnacle Wealth Planning Services Inc. | 4,908 | $1,291 | 12/31/2023 | CRM | 4,908 | $1,291 | 12/31/2023 | Coastwise Capital Group LLC | 4,905 | $1,291 | 12/31/2023 | CRM | 4,905 | $1,291 | 12/31/2023 | Sargent Investment Group LLC | 4,896 | $1,288 | 12/31/2023 | CRM | 4,896 | $1,288 | 12/31/2023 | Aldebaran Financial Inc. | 4,879 | $1,284 | 12/31/2023 | CRM | 4,879 | $1,284 | 12/31/2023 | Intact Investment Management Inc. | 4,870 | $1,281 | 12/31/2023 | CRM | 4,870 | $1,281 | 12/31/2023 | Navellier & Associates Inc | 4,855 | $1,278 | 12/31/2023 | CRM | 4,855 | $1,278 | 12/31/2023 | Wealth Advisors of Iowa LLC | 4,844 | $1,275 | 12/31/2023 | CRM | 4,844 | $1,275 | 12/31/2023 | Highlander Capital Management LLC | 4,842 | $1,274 | 12/31/2023 | CRM | 4,842 | $1,274 | 12/31/2023 | David Loasby | 5,046 | $1,267 | 12/31/2023 | CRM | 5,046 | $1,267 | 12/31/2023 | Venturi Wealth Management LLC | | $1,264 | 12/31/2023 | CRM | 5,501 | $1,448 | 12/31/2023 | Put | 700 | $184 | 12/31/2023 | Rainsberger Wealth Advisors Inc. | 4,791 | $1,261 | 12/31/2023 | CRM | 4,791 | $1,261 | 12/31/2023 | Nations Financial Group Inc. IA ADV | 4,788 | $1,260 | 12/31/2023 | CRM | 4,788 | $1,260 | 12/31/2023 | Bowman & Co S.C. | 4,165 | $1,254 | 03/31/2024 | CRM | 4,165 | $1,254 | 03/31/2024 | Brady Family Wealth LLC | 4,764 | $1,254 | 12/31/2023 | CRM | 4,764 | $1,254 | 12/31/2023 | Peterson Wealth Management | 4,732 | $1,245 | 12/31/2023 | CRM | 4,732 | $1,245 | 12/31/2023 | Westside Investment Management Inc. | 4,712 | $1,240 | 12/31/2023 | CRM | 4,712 | $1,240 | 12/31/2023 | Cornerstone Wealth Management LLC | 4,713 | $1,240 | 12/31/2023 | CRM | 4,713 | $1,240 | 12/31/2023 | Great Diamond Partners LLC | 4,694 | $1,235 | 12/31/2023 | CRM | 4,694 | $1,235 | 12/31/2023 | Americana Partners LLC | 4,684 | $1,233 | 12/31/2023 | CRM | 4,684 | $1,233 | 12/31/2023 | Claro Advisors LLC | 4,092 | $1,232 | 03/31/2024 | CRM | 4,092 | $1,232 | 03/31/2024 | Orion Capital Management LLC | 4,670 | $1,229 | 12/31/2023 | CRM | 4,670 | $1,229 | 12/31/2023 | Paces Ferry Wealth Advisors LLC | 4,650 | $1,224 | 12/31/2023 | CRM | 4,650 | $1,224 | 12/31/2023 | Michael B. Yongue | 4,635 | $1,220 | 12/31/2023 | CRM | 4,635 | $1,220 | 12/31/2023 | Quotient Wealth Partners LLC | 4,624 | $1,217 | 12/31/2023 | CRM | 4,624 | $1,217 | 12/31/2023 | Romano Brothers AND Company | 4,039 | $1,216 | 03/31/2024 | CRM | 4,039 | $1,216 | 03/31/2024 | Investment Partners Asset Management Inc. | 4,035 | $1,215 | 03/31/2024 | CRM | 4,035 | $1,215 | 03/31/2024 | HM Payson & Co. | 4,613 | $1,214 | 12/31/2023 | CRM | 4,613 | $1,214 | 12/31/2023 | Teamwork Financial Advisors LLC | 4,594 | $1,209 | 12/31/2023 | CRM | 4,594 | $1,209 | 12/31/2023 | Western Pacific Wealth Management LP | 4,596 | $1,209 | 12/31/2023 | CRM | 4,596 | $1,209 | 12/31/2023 | PFG Investments LLC | 4,595 | $1,209 | 12/31/2023 | CRM | 4,595 | $1,209 | 12/31/2023 | Honkamp Krueger Financial Services Inc. | 4,586 | $1,207 | 12/31/2023 | CRM | 4,586 | $1,207 | 12/31/2023 | DAVENPORT & Co LLC | 4,578 | $1,205 | 12/31/2023 | CRM | 4,578 | $1,205 | 12/31/2023 | Gardner Lewis Asset Management L P | 4,575 | $1,204 | 12/31/2023 | CRM | 4,575 | $1,204 | 12/31/2023 | Ellevest Inc. | 4,574 | $1,204 | 12/31/2023 | CRM | 4,574 | $1,204 | 12/31/2023 | DRW Securities LLC | 4,572 | $1,203 | 12/31/2023 | CRM | 4,572 | $1,203 | 12/31/2023 | Bank OZK | 4,559 | $1,200 | 12/31/2023 | CRM | 4,559 | $1,200 | 12/31/2023 | MUFG Securities EMEA plc | 4,531 | $1,192 | 12/31/2023 | CRM | 4,531 | $1,192 | 12/31/2023 | First United Bank Trust | 4,522 | $1,190 | 12/31/2023 | CRM | 4,522 | $1,190 | 12/31/2023 | Citizens Financial Group Inc RI | 4,513 | $1,188 | 12/31/2023 | CRM | 4,513 | $1,188 | 12/31/2023 | Bordeaux Wealth Advisors LLC | 4,514 | $1,188 | 12/31/2023 | CRM | 4,514 | $1,188 | 12/31/2023 | Vista Private Wealth Partners. LLC | 4,716 | $1,187 | 12/31/2023 | CRM | 4,716 | $1,187 | 12/31/2023 | Catalyst Financial Partners LLC | 4,511 | $1,187 | 12/31/2023 | CRM | 4,511 | $1,187 | 12/31/2023 | Sailer Financial LLC | 4,506 | $1,186 | 12/31/2023 | CRM | 4,506 | $1,186 | 12/31/2023 | Prudent Man Advisors LLC | 4,505 | $1,185 | 12/31/2023 | CRM | 4,505 | $1,185 | 12/31/2023 | Monetta Financial Services Inc. | 4,500 | $1,184 | 12/31/2023 | CRM | 4,500 | $1,184 | 12/31/2023 | Arrowroot Family Office LLC | 4,499 | $1,184 | 12/31/2023 | CRM | 4,499 | $1,184 | 12/31/2023 | Glenview Trust Co | 4,496 | $1,183 | 12/31/2023 | CRM | 4,496 | $1,183 | 12/31/2023 | Essex Savings Bank | 4,482 | $1,179 | 12/31/2023 | CRM | 4,482 | $1,179 | 12/31/2023 | Moseley Investment Management Inc. | 3,903 | $1,176 | 03/31/2024 | CRM | 3,903 | $1,176 | 03/31/2024 | Vista Wealth Management Group LLC | 4,467 | $1,175 | 12/31/2023 | CRM | 4,467 | $1,175 | 12/31/2023 | Foguth Wealth Management LLC. | 3,887 | $1,171 | 03/31/2024 | CRM | 3,887 | $1,171 | 03/31/2024 | Prelude Capital Management LLC | 4,404 | $1,159 | 12/31/2023 | CRM | 4,404 | $1,159 | 12/31/2023 | Hilltop Holdings Inc. | 4,396 | $1,157 | 12/31/2023 | CRM | 4,396 | $1,157 | 12/31/2023 | Dudley Capital Management LLC | 4,393 | $1,156 | 12/31/2023 | CRM | 4,393 | $1,156 | 12/31/2023 | Hillsdale Investment Management Inc. | 4,365 | $1,149 | 12/31/2023 | CRM | 4,365 | $1,149 | 12/31/2023 | MWA Asset Management | 4,365 | $1,149 | 12/31/2023 | CRM | 4,365 | $1,149 | 12/31/2023 | Octavia Wealth Advisors LLC | 3,805 | $1,148 | 03/31/2024 | CRM | 3,805 | $1,148 | 03/31/2024 | Central Bank & Trust Co. | 3,799 | $1,144 | 03/31/2024 | CRM | 3,799 | $1,144 | 03/31/2024 | IFP Advisors Inc | 4,312 | $1,135 | 12/31/2023 | CRM | 4,312 | $1,135 | 12/31/2023 | Granger Management LLC | 4,307 | $1,133 | 12/31/2023 | CRM | 4,307 | $1,133 | 12/31/2023 | Salem Investment Counselors Inc. | 3,739 | $1,128 | 03/31/2024 | CRM | 3,739 | $1,128 | 03/31/2024 | Northstar Advisory Group LLC | 4,276 | $1,125 | 12/31/2023 | CRM | 4,276 | $1,125 | 12/31/2023 | Allred Capital Management LLC | 3,714 | $1,119 | 03/31/2024 | CRM | 3,714 | $1,119 | 03/31/2024 | Wealthsource Partners LLC | 4,249 | $1,118 | 12/31/2023 | CRM | 4,249 | $1,118 | 12/31/2023 | Alterity Financial Group LLC | 4,245 | $1,117 | 12/31/2023 | CRM | 4,245 | $1,117 | 12/31/2023 | Riverview Trust Co | 3,706 | $1,116 | 03/31/2024 | CRM | 3,706 | $1,116 | 03/31/2024 | Seed Wealth Management Inc. | 3,690 | $1,115 | 03/31/2024 | CRM | 3,690 | $1,115 | 03/31/2024 | Cove Private Wealth LLC | 4,225 | $1,112 | 12/31/2023 | CRM | 4,225 | $1,112 | 12/31/2023 | Diligent Investors LLC | 4,221 | $1,111 | 12/31/2023 | CRM | 4,221 | $1,111 | 12/31/2023 | Meridian Financial Partners LLC | 3,985 | $1,105 | 03/31/2024 | CRM | 3,985 | $1,105 | 03/31/2024 | Financial Insights Inc. | 4,200 | $1,105 | 12/31/2023 | CRM | 4,200 | $1,105 | 12/31/2023 | Curbstone Financial Management Corp | 3,666 | $1,104 | 03/31/2024 | CRM | 3,666 | $1,104 | 03/31/2024 | Eqis Capital Management Inc. | 4,189 | $1,102 | 12/31/2023 | CRM | 4,189 | $1,102 | 12/31/2023 | Capital Advisors Wealth Management LLC | 3,653 | $1,100 | 03/31/2024 | CRM | 3,653 | $1,100 | 03/31/2024 | Key Client Fiduciary Advisors LLC | 3,653 | $1,100 | 03/31/2024 | CRM | 3,653 | $1,100 | 03/31/2024 | Unique Wealth LLC | 3,646 | $1,098 | 03/31/2024 | CRM | 3,646 | $1,098 | 03/31/2024 | PDS Planning Inc | 4,162 | $1,095 | 12/31/2023 | CRM | 4,162 | $1,095 | 12/31/2023 | Mizuho Markets Cayman LP | | $1,094 | 12/31/2023 | Call | 16,441 | $1,094 | 12/31/2023 | Fortitude Advisory Group L.L.C. | 4,133 | $1,088 | 12/31/2023 | CRM | 4,133 | $1,088 | 12/31/2023 | Warren Averett Asset Management LLC | 4,129 | $1,087 | 12/31/2023 | CRM | 4,129 | $1,087 | 12/31/2023 | Jmac Enterprises LLC | 4,131 | $1,087 | 12/31/2023 | CRM | 4,131 | $1,087 | 12/31/2023 | Sage Rhino Capital LLC | 4,119 | $1,084 | 12/31/2023 | CRM | 4,119 | $1,084 | 12/31/2023 | PSI Advisors LLC | 4,110 | $1,082 | 12/31/2023 | CRM | 4,110 | $1,082 | 12/31/2023 | Stonebrook Private Inc. | 4,109 | $1,081 | 12/31/2023 | CRM | 4,109 | $1,081 | 12/31/2023 | 1ST Source Bank | 4,098 | $1,078 | 12/31/2023 | CRM | 4,098 | $1,078 | 12/31/2023 | Signature Wealth Management Group | 4,090 | $1,076 | 12/31/2023 | CRM | 4,090 | $1,076 | 12/31/2023 | Geneva Partners LLC | 4,080 | $1,074 | 12/31/2023 | CRM | 4,080 | $1,074 | 12/31/2023 | Bfsg LLC | 4,066 | $1,070 | 12/31/2023 | CRM | 4,066 | $1,070 | 12/31/2023 | Texas Yale Capital Corp. | 4,062 | $1,069 | 12/31/2023 | CRM | 4,062 | $1,069 | 12/31/2023 | Valley Brook Capital Group | 4,054 | $1,067 | 12/31/2023 | CRM | 4,054 | $1,067 | 12/31/2023 | Shaker Investments LLC OH | 4,046 | $1,065 | 12/31/2023 | CRM | 4,046 | $1,065 | 12/31/2023 | Gryphon Financial Partners LLC | 3,960 | $1,064 | 12/31/2023 | CRM | 3,960 | $1,064 | 12/31/2023 | BigSur Wealth Management LLC | 4,030 | $1,060 | 12/31/2023 | CRM | 4,030 | $1,060 | 12/31/2023 | NorthStar Asset Management LLC NJ | 4,027 | $1,060 | 12/31/2023 | CRM | 4,027 | $1,060 | 12/31/2023 | Newman Dignan & Sheerar Inc. | 4,024 | $1,059 | 12/31/2023 | CRM | 4,024 | $1,059 | 12/31/2023 | HWG Holdings LP | 4,016 | $1,057 | 12/31/2023 | CRM | 4,016 | $1,057 | 12/31/2023 | CSS LLC IL | | $1,052 | 12/31/2023 | CRM | 2,000 | $526 | 12/31/2023 | Call | 2,000 | $526 | 12/31/2023 | Aspire Private Capital LLC | 3,484 | $1,049 | 03/31/2024 | CRM | 3,484 | $1,049 | 03/31/2024 | Consilium Wealth Advisory LLC | 3,978 | $1,047 | 12/31/2023 | CRM | 3,978 | $1,047 | 12/31/2023 | Atomi Financial Group Inc. | 3,977 | $1,046 | 12/31/2023 | CRM | 3,977 | $1,046 | 12/31/2023 | Rosenbaum Jay D. | 3,920 | $1,032 | 12/31/2023 | CRM | 3,920 | $1,032 | 12/31/2023 | Tilt Investment Management Holdings PBC | 3,919 | $1,031 | 12/31/2023 | CRM | 3,919 | $1,031 | 12/31/2023 | Community Bank & Trust Waco Texas | 3,912 | $1,029 | 12/31/2023 | CRM | 3,912 | $1,029 | 12/31/2023 | Symmetry Partners LLC | 3,397 | $1,023 | 03/31/2024 | CRM | 3,397 | $1,023 | 03/31/2024 | AlphaCore Capital LLC | 3,887 | $1,023 | 12/31/2023 | CRM | 3,887 | $1,023 | 12/31/2023 | Investors Research Corp | 3,886 | $1,023 | 12/31/2023 | CRM | 3,886 | $1,023 | 12/31/2023 | Augustine Asset Management Inc. | 3,837 | $1,010 | 12/31/2023 | CRM | 3,837 | $1,010 | 12/31/2023 | Oder Investment Management LLC | 3,820 | $1,005 | 12/31/2023 | CRM | 3,820 | $1,005 | 12/31/2023 | Everhart Financial Group Inc. | 3,808 | $1,002 | 12/31/2023 | CRM | 3,808 | $1,002 | 12/31/2023 | LCM Capital Management Inc | 3,801 | $1,000 | 12/31/2023 | CRM | 3,801 | $1,000 | 12/31/2023 | Evoke Wealth LLC | 3,795 | $999 | 12/31/2023 | CRM | 3,795 | $999 | 12/31/2023 | Coastal Investment Advisors Inc. | 3,767 | $991 | 12/31/2023 | CRM | 3,767 | $991 | 12/31/2023 | Stock Yards Bank & Trust Co. | 3,754 | $988 | 12/31/2023 | CRM | 3,754 | $988 | 12/31/2023 | Byrne Asset Management LLC | 3,704 | $988 | 12/31/2023 | CRM | 3,704 | $988 | 12/31/2023 | Parametrica Management Ltd | 3,743 | $985 | 12/31/2023 | CRM | 3,743 | $985 | 12/31/2023 | KWB Wealth | 3,745 | $985 | 12/31/2023 | CRM | 3,745 | $985 | 12/31/2023 | Argus Investors Counsel Inc. | 3,731 | $982 | 12/31/2023 | CRM | 3,731 | $982 | 12/31/2023 | Founders Financial Securities LLC | 3,257 | $981 | 03/31/2024 | CRM | 3,257 | $981 | 03/31/2024 | Bond & Devick Financial Network Inc. | 3,721 | $979 | 12/31/2023 | CRM | 3,721 | $979 | 12/31/2023 | HBK Sorce Advisory LLC | 3,715 | $978 | 12/31/2023 | CRM | 3,715 | $978 | 12/31/2023 | Scissortail Wealth Management LLC | 3,399 | $978 | 12/31/2023 | CRM | 3,399 | $978 | 12/31/2023 | Angeles Wealth Management LLC | 3,708 | $976 | 12/31/2023 | CRM | 3,708 | $976 | 12/31/2023 | First National Bank | 3,234 | $974 | 03/31/2024 | CRM | 3,234 | $974 | 03/31/2024 | One River Asset Management LLC | | $974 | 12/31/2023 | Call | 8,600 | $2,263 | 12/31/2023 | Put | 4,900 | $1,289 | 12/31/2023 | Newbridge Financial Services Group Inc. | 3,701 | $974 | 12/31/2023 | CRM | 3,701 | $974 | 12/31/2023 | American National Bank | 3,228 | $972 | 03/31/2024 | CRM | 3,228 | $972 | 03/31/2024 | Advisors Capital Management LLC | 3,694 | $972 | 12/31/2023 | CRM | 3,694 | $972 | 12/31/2023 | HF Advisory Group LLC | 3,660 | $963 | 12/31/2023 | CRM | 3,660 | $963 | 12/31/2023 | Paragon Private Wealth Management LLC | 3,655 | $962 | 12/31/2023 | CRM | 3,655 | $962 | 12/31/2023 | Steward Partners Investment Solutions LLC | 3,648 | $960 | 12/31/2023 | CRM | 3,648 | $960 | 12/31/2023 | Coppell Advisory Solutions LLC | 3,641 | $958 | 12/31/2023 | CRM | 3,641 | $958 | 12/31/2023 | Legacy Advisors LLC | 3,631 | $955 | 12/31/2023 | CRM | 3,631 | $955 | 12/31/2023 | Ironwood Investment Counsel LLC | 3,609 | $950 | 12/31/2023 | CRM | 3,609 | $950 | 12/31/2023 | Guardian Capital Advisors LP | 3,642 | $950 | 12/31/2023 | CRM | 3,642 | $950 | 12/31/2023 | CFO4Life Group LLC | 3,609 | $950 | 12/31/2023 | CRM | 3,609 | $950 | 12/31/2023 | Lokken Investment Group LLC | 3,609 | $950 | 12/31/2023 | CRM | 3,609 | $950 | 12/31/2023 | Brown Capital Management LLC | 3,601 | $948 | 12/31/2023 | CRM | 3,601 | $948 | 12/31/2023 | Jarislowsky Fraser Ltd | 3,600 | $947 | 12/31/2023 | CRM | 3,600 | $947 | 12/31/2023 | Sky Investment Group LLC | 3,586 | $944 | 12/31/2023 | CRM | 3,586 | $944 | 12/31/2023 | Magnolia Capital Advisors LLC | 3,269 | $941 | 12/31/2023 | CRM | 3,269 | $941 | 12/31/2023 | Staley Capital Advisers Inc. | 3,565 | $938 | 12/31/2023 | CRM | 3,565 | $938 | 12/31/2023 | Ipswich Investment Management Co. Inc. | 3,559 | $937 | 12/31/2023 | CRM | 3,559 | $937 | 12/31/2023 | Lebenthal Global Advisors LLC | 3,554 | $935 | 12/31/2023 | CRM | 3,554 | $935 | 12/31/2023 | Empirical Asset Management LLC | 3,529 | $929 | 12/31/2023 | CRM | 3,529 | $929 | 12/31/2023 | Capital Management Associates NY | 3,500 | $921 | 12/31/2023 | CRM | 3,500 | $921 | 12/31/2023 | Plato Investment Management Ltd | 3,490 | $918 | 12/31/2023 | CRM | 3,490 | $918 | 12/31/2023 | Congress Park Capital LLC | 3,035 | $914 | 03/31/2024 | CRM | 3,035 | $914 | 03/31/2024 | Unique Wealth Strategies LLC | 3,469 | $913 | 12/31/2023 | CRM | 3,469 | $913 | 12/31/2023 | Watershed Private Wealth LLC | 3,462 | $911 | 12/31/2023 | CRM | 3,462 | $911 | 12/31/2023 | Perennial Investment Advisors LLC | 3,456 | $909 | 12/31/2023 | CRM | 3,456 | $909 | 12/31/2023 | Tectonic Advisors LLC | 3,450 | $908 | 12/31/2023 | CRM | 3,450 | $908 | 12/31/2023 | Allstate Corp | 3,439 | $905 | 12/31/2023 | CRM | 3,439 | $905 | 12/31/2023 | Carnegie Capital Asset Management LLC | 3,438 | $905 | 12/31/2023 | CRM | 3,438 | $905 | 12/31/2023 | InterOcean Capital Group LLC | 3,441 | $905 | 12/31/2023 | CRM | 3,441 | $905 | 12/31/2023 | Anchor Investment Management LLC | 3,417 | $899 | 12/31/2023 | CRM | 3,417 | $899 | 12/31/2023 | Kraematon Investment Advisors Inc. | 3,416 | $899 | 12/31/2023 | CRM | 3,416 | $899 | 12/31/2023 | Mayflower Financial Advisors LLC | 3,411 | $898 | 12/31/2023 | CRM | 3,411 | $898 | 12/31/2023 | Sterling Investment Counsel LLC | 3,388 | $892 | 12/31/2023 | CRM | 3,388 | $892 | 12/31/2023 | Aurum Wealth Management Group LLC | 2,956 | $890 | 03/31/2024 | CRM | 2,956 | $890 | 03/31/2024 | Wellington Wealth Strategies LLC. | 3,378 | $889 | 12/31/2023 | CRM | 3,378 | $889 | 12/31/2023 | Calamos Wealth Management LLC | 3,374 | $888 | 12/31/2023 | CRM | 3,374 | $888 | 12/31/2023 | 17 Capital Partners LLC | 2,946 | $887 | 03/31/2024 | CRM | 2,946 | $887 | 03/31/2024 | Machina Capital S.A.S. | 3,352 | $882 | 12/31/2023 | CRM | 3,352 | $882 | 12/31/2023 | Csenge Advisory Group | 3,349 | $881 | 12/31/2023 | CRM | 3,349 | $881 | 12/31/2023 | Sonora Investment Management Group LLC | 3,340 | $879 | 12/31/2023 | CRM | 3,340 | $879 | 12/31/2023 | XML Financial LLC | 3,334 | $877 | 12/31/2023 | CRM | 3,334 | $877 | 12/31/2023 | Cascade Investment Group Inc. | 3,320 | $874 | 12/31/2023 | CRM | 3,320 | $874 | 12/31/2023 | Fayez Sarofim & Co | 3,002 | $874 | 12/31/2023 | CRM | 3,002 | $874 | 12/31/2023 | ArrowMark Colorado Holdings LLC | 3,318 | $873 | 12/31/2023 | CRM | 3,318 | $873 | 12/31/2023 | Bank of Hawaii | 3,305 | $870 | 12/31/2023 | CRM | 3,305 | $870 | 12/31/2023 | Olistico Wealth LLC | 3,301 | $869 | 12/31/2023 | CRM | 3,301 | $869 | 12/31/2023 | Convergence Investment Partners LLC | 3,292 | $866 | 12/31/2023 | CRM | 3,292 | $866 | 12/31/2023 | Viawealth LLC | 3,289 | $865 | 12/31/2023 | CRM | 3,289 | $865 | 12/31/2023 | Visionary Wealth Advisors | 3,280 | $863 | 12/31/2023 | CRM | 3,280 | $863 | 12/31/2023 | McGlone Suttner Wealth Management Inc. | 2,856 | $860 | 03/31/2024 | CRM | 2,856 | $860 | 03/31/2024 | Engineers Gate Manager LP | 3,267 | $860 | 12/31/2023 | CRM | 3,267 | $860 | 12/31/2023 | Solidarilty Wealth LLC | 3,264 | $859 | 12/31/2023 | CRM | 3,264 | $859 | 12/31/2023 | Lingohr & Partner Asset Management GmbH | 3,261 | $858 | 12/31/2023 | CRM | 3,261 | $858 | 12/31/2023 | Palumbo Wealth Management LLC | 2,839 | $855 | 03/31/2024 | CRM | 2,839 | $855 | 03/31/2024 | Patriot Financial Group Insurance Agency LLC | 3,249 | $855 | 12/31/2023 | CRM | 3,249 | $855 | 12/31/2023 | Austin Private Wealth LLC | 2,791 | $851 | 03/31/2024 | CRM | 2,791 | $851 | 03/31/2024 | Delta Financial Advisors LLC | 3,233 | $851 | 12/31/2023 | CRM | 3,233 | $851 | 12/31/2023 | Continuum Advisory LLC | 3,223 | $848 | 12/31/2023 | CRM | 3,223 | $848 | 12/31/2023 | FLC Capital Advisors | 3,200 | $842 | 12/31/2023 | CRM | 3,200 | $842 | 12/31/2023 | GFG Capital LLC | 3,195 | $841 | 12/31/2023 | CRM | 3,195 | $841 | 12/31/2023 | Shariaportfolio Inc. | 3,190 | $839 | 12/31/2023 | CRM | 3,190 | $839 | 12/31/2023 | ARS Wealth Advisors Group LLC | 3,186 | $838 | 12/31/2023 | CRM | 3,186 | $838 | 12/31/2023 | Midland Wealth Advisors LLC | 3,172 | $835 | 12/31/2023 | CRM | 3,172 | $835 | 12/31/2023 | First Citizens Bank & Trust Co. | 2,760 | $831 | 03/31/2024 | CRM | 2,760 | $831 | 03/31/2024 | Masso Torrence Wealth Management Inc. | 3,152 | $829 | 12/31/2023 | CRM | 3,152 | $829 | 12/31/2023 | BSW Wealth Partners | 3,126 | $823 | 12/31/2023 | CRM | 3,126 | $823 | 12/31/2023 | Davis R M Inc. | 3,113 | $819 | 12/31/2023 | CRM | 3,113 | $819 | 12/31/2023 | New Century Financial Group LLC | 3,113 | $819 | 12/31/2023 | CRM | 3,113 | $819 | 12/31/2023 | Greystone Financial Group LLC | 3,094 | $814 | 12/31/2023 | CRM | 3,094 | $814 | 12/31/2023 | Point72 Middle East FZE | | $814 | 12/31/2023 | Put | 28,600 | $7,526 | 12/31/2023 | CRM | 16,492 | $4,340 | 12/31/2023 | Call | 15,200 | $4,000 | 12/31/2023 | Wolff Wiese Magana LLC | 2,690 | $810 | 03/31/2024 | CRM | 2,690 | $810 | 03/31/2024 | Meadow Creek Wealth Advisors LLC | 3,077 | $810 | 12/31/2023 | CRM | 3,077 | $810 | 12/31/2023 | Blueprint Investment Partners LLC | 3,076 | $809 | 12/31/2023 | CRM | 3,076 | $809 | 12/31/2023 | Vahanian & Associates Financial Planning Inc. | 3,075 | $809 | 12/31/2023 | CRM | 3,075 | $809 | 12/31/2023 | Harbour Investments Inc. | 3,069 | $808 | 12/31/2023 | CRM | 3,069 | $808 | 12/31/2023 | L2 Asset Management LLC | 3,068 | $807 | 12/31/2023 | CRM | 3,068 | $807 | 12/31/2023 | Smartleaf Asset Management LLC | 3,055 | $806 | 12/31/2023 | CRM | 3,055 | $806 | 12/31/2023 | Appleton Partners Inc. MA | 2,669 | $804 | 03/31/2024 | CRM | 2,669 | $804 | 03/31/2024 | Global Trust Asset Management LLC | 2,670 | $804 | 03/31/2024 | CRM | 2,670 | $804 | 03/31/2024 | Strategy Asset Managers LLC | 3,055 | $804 | 12/31/2023 | CRM | 3,055 | $804 | 12/31/2023 | Avitas Wealth Management LLC | 3,048 | $802 | 12/31/2023 | CRM | 3,048 | $802 | 12/31/2023 | Principal Street Partners LLC | 3,047 | $802 | 12/31/2023 | CRM | 3,047 | $802 | 12/31/2023 | WESPAC Advisors SoCal LLC | 2,657 | $800 | 03/31/2024 | CRM | 2,657 | $800 | 03/31/2024 | Aviso Wealth Management | 3,041 | $800 | 12/31/2023 | CRM | 3,041 | $800 | 12/31/2023 | Bridges Investment Management Inc. | 3,038 | $799 | 12/31/2023 | CRM | 3,038 | $799 | 12/31/2023 | Corvex Management LP | 3,032 | $798 | 12/31/2023 | CRM | 3,032 | $798 | 12/31/2023 | Wealth Alliance Advisory Group LLC | 2,635 | $794 | 03/31/2024 | CRM | 2,635 | $794 | 03/31/2024 | Fort Point Capital Partners LLC | 3,018 | $794 | 12/31/2023 | CRM | 3,018 | $794 | 12/31/2023 | Simon Quick Advisors LLC | 3,008 | $792 | 12/31/2023 | CRM | 3,008 | $792 | 12/31/2023 | Smithfield Trust Co. | 2,993 | $788 | 12/31/2023 | CRM | 2,993 | $788 | 12/31/2023 | Ancora Advisors LLC | 2,989 | $786 | 12/31/2023 | CRM | 2,989 | $786 | 12/31/2023 | Janney Capital Management LLC | 2,988 | $786 | 12/31/2023 | CRM | 2,988 | $786 | 12/31/2023 | Baron Wealth Management LLC | 2,978 | $784 | 12/31/2023 | CRM | 2,978 | $784 | 12/31/2023 | Greenup Street Wealth Management LLC | 2,976 | $783 | 12/31/2023 | CRM | 2,976 | $783 | 12/31/2023 | S&CO Inc. | 2,971 | $781 | 12/31/2023 | CRM | 2,971 | $781 | 12/31/2023 | Quent Capital LLC | 2,962 | $779 | 12/31/2023 | CRM | 2,962 | $779 | 12/31/2023 | Stevens Capital Management LP | 2,956 | $778 | 12/31/2023 | CRM | 2,956 | $778 | 12/31/2023 | Oxler Private Wealth LLC | 2,957 | $778 | 12/31/2023 | CRM | 2,957 | $778 | 12/31/2023 | Parkside Financial Bank & Trust | 2,950 | $776 | 12/31/2023 | CRM | 2,950 | $776 | 12/31/2023 | Sunflower Bank N.A. | 2,572 | $775 | 03/31/2024 | CRM | 2,572 | $775 | 03/31/2024 | Jackson Creek Investment Advisors LLC | 2,946 | $775 | 12/31/2023 | CRM | 2,946 | $775 | 12/31/2023 | Tranquility Partners LLC | 2,942 | $774 | 12/31/2023 | CRM | 2,942 | $774 | 12/31/2023 | IAM Advisory LLC | 2,565 | $773 | 03/31/2024 | CRM | 2,565 | $773 | 03/31/2024 | Alpha Family Trust | 2,935 | $772 | 12/31/2023 | CRM | 2,935 | $772 | 12/31/2023 | Pinnacle Wealth Management Advisory Group LLC | 2,933 | $772 | 12/31/2023 | CRM | 2,933 | $772 | 12/31/2023 | Hazlett Burt & Watson Inc. | 2,924 | $770 | 12/31/2023 | CRM | 2,924 | $770 | 12/31/2023 | Bienville Capital Management LLC | 2,924 | $769 | 12/31/2023 | CRM | 2,924 | $769 | 12/31/2023 | Icapital Wealth LLC | 2,909 | $765 | 12/31/2023 | CRM | 2,909 | $765 | 12/31/2023 | Probity Advisors Inc. | 2,903 | $764 | 12/31/2023 | CRM | 2,903 | $764 | 12/31/2023 | Osterweis Capital Management Inc. | 2,898 | $763 | 12/31/2023 | CRM | 2,898 | $763 | 12/31/2023 | Virtus ETF Advisers LLC | 2,895 | $762 | 12/31/2023 | CRM | 2,895 | $762 | 12/31/2023 | Strait & Sound Wealth Management LLC | 2,792 | $758 | 12/31/2023 | CRM | 2,792 | $758 | 12/31/2023 | TFG Advisers LLC | 2,872 | $756 | 12/31/2023 | CRM | 2,872 | $756 | 12/31/2023 | Sage Mountain Advisors LLC | 2,874 | $756 | 12/31/2023 | CRM | 2,874 | $756 | 12/31/2023 | Driehaus Capital Management LLC | 2,845 | $749 | 12/31/2023 | CRM | 2,845 | $749 | 12/31/2023 | EPIQ Capital Group LLC | 2,838 | $747 | 12/31/2023 | CRM | 2,838 | $747 | 12/31/2023 | Interchange Capital Partners LLC | 2,839 | $746 | 12/31/2023 | CRM | 2,839 | $746 | 12/31/2023 | OneAscent Financial Services LLC | 2,471 | $745 | 03/31/2024 | CRM | 2,471 | $745 | 03/31/2024 | Kapstone Financial Advisors LLC | 2,671 | $745 | 12/31/2023 | CRM | 2,671 | $745 | 12/31/2023 | Mathes Company Inc. | 2,825 | $743 | 12/31/2023 | CRM | 2,825 | $743 | 12/31/2023 | Leo Wealth LLC | 2,824 | $743 | 12/31/2023 | CRM | 2,824 | $743 | 12/31/2023 | AdvisorNet Financial Inc | 2,450 | $738 | 03/31/2024 | CRM | 2,450 | $738 | 03/31/2024 | Carret Asset Management LLC | 2,784 | $733 | 12/31/2023 | CRM | 2,784 | $733 | 12/31/2023 | Blodgett Wealth Advisors LLC | 2,780 | $732 | 12/31/2023 | CRM | 2,780 | $732 | 12/31/2023 | New Millennium Group LLC | 2,769 | $729 | 12/31/2023 | CRM | 2,769 | $729 | 12/31/2023 | Prentice Wealth Management LLC | 2,416 | $728 | 03/31/2024 | CRM | 2,416 | $728 | 03/31/2024 | Polymer Capital Management HK LTD | 2,750 | $724 | 12/31/2023 | CRM | 2,750 | $724 | 12/31/2023 | Hill Island Financial LLC | 2,747 | $723 | 12/31/2023 | CRM | 2,747 | $723 | 12/31/2023 | Relative Value Partners Group LLC | 2,742 | $722 | 12/31/2023 | CRM | 2,742 | $722 | 12/31/2023 | Johnson Financial Group Inc. | 2,740 | $721 | 12/31/2023 | CRM | 2,740 | $721 | 12/31/2023 | Haverford Trust Co. | 2,737 | $720 | 12/31/2023 | CRM | 2,737 | $720 | 12/31/2023 | Salvus Wealth Management LLC | 2,374 | $715 | 03/31/2024 | CRM | 2,374 | $715 | 03/31/2024 | Semmax Financial Advisors Inc. | 2,544 | $715 | 12/31/2023 | CRM | 2,544 | $715 | 12/31/2023 | Fortitude Family Office LLC | 2,368 | $713 | 03/31/2024 | CRM | 2,368 | $713 | 03/31/2024 | Alpha Cubed Investments LLC | 2,701 | $711 | 12/31/2023 | CRM | 2,701 | $711 | 12/31/2023 | Alta Advisers Ltd | 2,700 | $710 | 12/31/2023 | CRM | 2,700 | $710 | 12/31/2023 | Malaga Cove Capital LLC | 2,683 | $706 | 12/31/2023 | CRM | 2,683 | $706 | 12/31/2023 | Change Path LLC | 2,680 | $705 | 12/31/2023 | CRM | 2,680 | $705 | 12/31/2023 | XTX Topco Ltd | 2,669 | $702 | 12/31/2023 | CRM | 2,669 | $702 | 12/31/2023 | Naples Global Advisors LLC | 2,656 | $699 | 12/31/2023 | CRM | 2,656 | $699 | 12/31/2023 | Drive Wealth Management LLC | 2,651 | $698 | 12/31/2023 | CRM | 2,651 | $698 | 12/31/2023 | 626 Financial LLC | 2,313 | $697 | 03/31/2024 | CRM | 2,313 | $697 | 03/31/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 2,646 | $696 | 12/31/2023 | CRM | 2,646 | $696 | 12/31/2023 | Park Edge Advisors LLC | 2,641 | $695 | 12/31/2023 | CRM | 2,641 | $695 | 12/31/2023 | Hengehold Capital Management LLC | 2,304 | $694 | 03/31/2024 | CRM | 2,304 | $694 | 03/31/2024 | Sonen Capital LLC | 2,636 | $694 | 12/31/2023 | CRM | 2,636 | $694 | 12/31/2023 | Parkside Advisors LLC | 2,299 | $693 | 03/31/2024 | CRM | 2,299 | $693 | 03/31/2024 | Vise Technologies Inc. | 2,628 | $692 | 12/31/2023 | CRM | 2,628 | $692 | 12/31/2023 | Vivid Wealth Management LLC | 2,295 | $691 | 03/31/2024 | CRM | 2,295 | $691 | 03/31/2024 | WBH Advisory Inc. | 2,292 | $690 | 03/31/2024 | CRM | 2,292 | $690 | 03/31/2024 | Transcendent Capital Group LLC | 2,617 | $689 | 12/31/2023 | CRM | 2,617 | $689 | 12/31/2023 | Garden State Investment Advisory Services LLC | 2,607 | $686 | 12/31/2023 | CRM | 2,607 | $686 | 12/31/2023 | Aprio Wealth Management LLC | 2,263 | $682 | 03/31/2024 | CRM | 2,263 | $682 | 03/31/2024 | Circle Wealth Management LLC | 2,589 | $681 | 12/31/2023 | CRM | 2,589 | $681 | 12/31/2023 | Mill Creek Capital Advisors LLC | 2,586 | $680 | 12/31/2023 | CRM | 2,586 | $680 | 12/31/2023 | Ables Iannone Moore & Associates Inc. | 2,584 | $680 | 12/31/2023 | CRM | 2,584 | $680 | 12/31/2023 | RAM Investment Partners LLC | 2,582 | $679 | 12/31/2023 | CRM | 2,582 | $679 | 12/31/2023 | Covenant Partners LLC | 2,575 | $678 | 12/31/2023 | CRM | 2,575 | $678 | 12/31/2023 | Kozak & Associates Inc. | 2,512 | $676 | 12/31/2023 | CRM | 2,512 | $676 | 12/31/2023 | Apollon Financial LLC | 2,563 | $674 | 12/31/2023 | CRM | 2,563 | $674 | 12/31/2023 | Ausdal Financial Partners Inc. | 2,233 | $673 | 03/31/2024 | CRM | 2,233 | $673 | 03/31/2024 | Tyche Wealth Partners LLC | 2,556 | $673 | 12/31/2023 | CRM | 2,556 | $673 | 12/31/2023 | Key Financial Inc | 2,547 | $670 | 12/31/2023 | CRM | 2,547 | $670 | 12/31/2023 | Sivia Capital Partners LLC | 2,542 | $669 | 12/31/2023 | CRM | 2,542 | $669 | 12/31/2023 | Knuff & Co LLC | 2,540 | $668 | 12/31/2023 | CRM | 2,540 | $668 | 12/31/2023 | Mirador Capital Partners LP | 2,214 | $667 | 03/31/2024 | CRM | 2,214 | $667 | 03/31/2024 | Financial Advisory Service Inc. | 2,529 | $665 | 12/31/2023 | CRM | 2,529 | $665 | 12/31/2023 | Orrstown Financial Services Inc. | 2,205 | $664 | 03/31/2024 | CRM | 2,205 | $664 | 03/31/2024 | Beaumont Financial Advisors LLC | 2,521 | $663 | 12/31/2023 | CRM | 2,521 | $663 | 12/31/2023 | Granite Group Advisors LLC | 2,164 | $662 | 12/31/2023 | CRM | 2,164 | $662 | 12/31/2023 | Mizuho Securities Co. Ltd. | 2,500 | $658 | 12/31/2023 | CRM | 2,500 | $658 | 12/31/2023 | Walkner Condon Financial Advisors LLC | 2,501 | $658 | 12/31/2023 | CRM | 2,501 | $658 | 12/31/2023 | Copperwynd Financial LLC | 2,486 | $654 | 12/31/2023 | CRM | 2,486 | $654 | 12/31/2023 | Solstein Capital LLC | 2,487 | $654 | 12/31/2023 | CRM | 2,487 | $654 | 12/31/2023 | Sheets Smith Wealth Management | 2,480 | $653 | 12/31/2023 | CRM | 2,480 | $653 | 12/31/2023 | Maia Wealth LLC | 2,481 | $653 | 12/31/2023 | CRM | 2,481 | $653 | 12/31/2023 | Kuhn & Co Investment Counsel | 2,481 | $653 | 12/31/2023 | CRM | 2,481 | $653 | 12/31/2023 | Telos Capital Management Inc. | 2,468 | $649 | 12/31/2023 | CRM | 2,468 | $649 | 12/31/2023 | Valley National Advisers Inc. | 2,463 | $648 | 12/31/2023 | CRM | 2,463 | $648 | 12/31/2023 | Greenwich Wealth Management LLC | 2,464 | $648 | 12/31/2023 | CRM | 2,464 | $648 | 12/31/2023 | Headinvest LLC | 2,450 | $645 | 12/31/2023 | CRM | 2,450 | $645 | 12/31/2023 | Capital Investment Advisory Services LLC | 2,430 | $639 | 12/31/2023 | CRM | 2,430 | $639 | 12/31/2023 | Cim Investment Mangement Inc. | 2,425 | $638 | 12/31/2023 | CRM | 2,425 | $638 | 12/31/2023 | Israel Discount Bank of New York | 2,422 | $637 | 12/31/2023 | CRM | 2,422 | $637 | 12/31/2023 | Balanced Rock Investment Advisor | 2,418 | $636 | 12/31/2023 | CRM | 2,418 | $636 | 12/31/2023 | Castleview Partners LLC | 2,409 | $634 | 12/31/2023 | CRM | 2,409 | $634 | 12/31/2023 | MONECO Advisors LLC | 2,404 | $633 | 12/31/2023 | CRM | 2,404 | $633 | 12/31/2023 | National Wealth Management Group LLC | 2,406 | $633 | 12/31/2023 | CRM | 2,406 | $633 | 12/31/2023 | Provence Wealth Management Group | 2,403 | $632 | 12/31/2023 | CRM | 2,403 | $632 | 12/31/2023 | Sonoma Private Wealth LLC | 2,400 | $632 | 12/31/2023 | CRM | 2,400 | $632 | 12/31/2023 | Financial Advisory Corp UT ADV | 2,392 | $629 | 12/31/2023 | CRM | 2,392 | $629 | 12/31/2023 | Clarus Wealth Advisors | 2,096 | $628 | 03/31/2024 | CRM | 2,096 | $628 | 03/31/2024 | My Legacy Advisors LLC | 2,302 | $625 | 12/31/2023 | CRM | 2,302 | $625 | 12/31/2023 | Regent Peak Wealth Advisors LLC | 2,375 | $625 | 12/31/2023 | CRM | 2,375 | $625 | 12/31/2023 | Abbot Financial Management Inc. | 2,368 | $623 | 12/31/2023 | CRM | 2,368 | $623 | 12/31/2023 | Perfromance Wealth Partners LLC | 2,364 | $622 | 12/31/2023 | CRM | 2,364 | $622 | 12/31/2023 | Burford Brothers Inc. | 2,361 | $621 | 12/31/2023 | CRM | 2,361 | $621 | 12/31/2023 | Kavar Capital Partners Group LLC | 2,356 | $620 | 12/31/2023 | CRM | 2,356 | $620 | 12/31/2023 | Jaffetilchin Investment Partners LLC | 2,351 | $619 | 12/31/2023 | CRM | 2,351 | $619 | 12/31/2023 | Blue Fin Capital Inc. | 2,350 | $618 | 12/31/2023 | CRM | 2,350 | $618 | 12/31/2023 | First Financialcorp IN | 2,010 | $605 | 03/31/2024 | CRM | 2,010 | $605 | 03/31/2024 | Harvest Management LLC | 2,300 | $605 | 12/31/2023 | CRM | 2,300 | $605 | 12/31/2023 | Montecito Bank & Trust | 2,004 | $604 | 03/31/2024 | CRM | 2,004 | $604 | 03/31/2024 | Investment House LLC | 2,293 | $603 | 12/31/2023 | CRM | 2,293 | $603 | 12/31/2023 | IVC Wealth Advisors LLC | 2,292 | $603 | 12/31/2023 | CRM | 2,292 | $603 | 12/31/2023 | Redwood Financial Network Corp | 2,285 | $601 | 12/31/2023 | CRM | 2,285 | $601 | 12/31/2023 | Catalyst Private Wealth LLC | 1,991 | $600 | 03/31/2024 | CRM | 1,991 | $600 | 03/31/2024 | Avalon Trust Co | 2,281 | $600 | 12/31/2023 | CRM | 2,281 | $600 | 12/31/2023 | Monetary Management Group Inc. | 2,275 | $599 | 12/31/2023 | CRM | 2,275 | $599 | 12/31/2023 | State of Wyoming | 2,277 | $599 | 12/31/2023 | CRM | 2,277 | $599 | 12/31/2023 | Childress Capital Advisors LLC | 2,262 | $595 | 12/31/2023 | CRM | 2,262 | $595 | 12/31/2023 | Roberts Glore & Co. Inc. IL | 2,254 | $593 | 12/31/2023 | CRM | 2,254 | $593 | 12/31/2023 | New World Advisors LLC | 2,249 | $592 | 12/31/2023 | CRM | 2,249 | $592 | 12/31/2023 | Regal Investment Advisors LLC | 2,246 | $591 | 12/31/2023 | CRM | 2,246 | $591 | 12/31/2023 | Custom Index Systems LLC | 2,245 | $591 | 12/31/2023 | CRM | 2,245 | $591 | 12/31/2023 | Essex Financial Services Inc. | 2,242 | $590 | 12/31/2023 | CRM | 2,242 | $590 | 12/31/2023 | Gradient Investments LLC | 2,241 | $590 | 12/31/2023 | CRM | 2,241 | $590 | 12/31/2023 | Winthrop Advisory Group LLC | 1,953 | $589 | 03/31/2024 | CRM | 1,953 | $589 | 03/31/2024 | FF Advisors LLC | 1,955 | $589 | 03/31/2024 | CRM | 1,955 | $589 | 03/31/2024 | Pine Haven Investment Counsel Inc | 2,239 | $589 | 12/31/2023 | CRM | 2,239 | $589 | 12/31/2023 | Kensington Investment Counsel LLC | 2,226 | $586 | 12/31/2023 | CRM | 2,226 | $586 | 12/31/2023 | Studio Investment Management LLC | 2,228 | $586 | 12/31/2023 | CRM | 2,228 | $586 | 12/31/2023 | Williams Jones Wealth Management LLC. | 2,224 | $585 | 12/31/2023 | CRM | 2,224 | $585 | 12/31/2023 | Angeles Investment Advisors LLC | 2,214 | $583 | 12/31/2023 | CRM | 2,214 | $583 | 12/31/2023 | Traveka Wealth LLC | 1,927 | $580 | 03/31/2024 | CRM | 1,927 | $580 | 03/31/2024 | Crumly & Associates Inc. | 2,206 | $580 | 12/31/2023 | CRM | 2,206 | $580 | 12/31/2023 | Centurion Wealth Management LLC | 2,204 | $580 | 12/31/2023 | CRM | 2,204 | $580 | 12/31/2023 | IFG Advisory LLC | 2,195 | $578 | 12/31/2023 | CRM | 2,195 | $578 | 12/31/2023 | SOA Wealth Advisors LLC. | 1,917 | $577 | 03/31/2024 | CRM | 1,917 | $577 | 03/31/2024 | Mitchell Mcleod Pugh & Williams Inc. | 2,194 | $577 | 12/31/2023 | CRM | 2,194 | $577 | 12/31/2023 | Valmark Advisers Inc. | 2,190 | $576 | 12/31/2023 | CRM | 2,190 | $576 | 12/31/2023 | Revolve Wealth Partners LLC | 1,898 | $572 | 03/31/2024 | CRM | 1,898 | $572 | 03/31/2024 | Blue Barn Wealth LLC | 2,168 | $570 | 12/31/2023 | CRM | 2,168 | $570 | 12/31/2023 | True North Advisors LLC | 1,888 | $569 | 03/31/2024 | CRM | 1,888 | $569 | 03/31/2024 | Northwest Financial Advisors | 2,162 | $569 | 12/31/2023 | CRM | 2,162 | $569 | 12/31/2023 | Fulcrum Capital LLC | 1,883 | $567 | 03/31/2024 | CRM | 1,883 | $567 | 03/31/2024 | Cedrus LLC | 1,884 | $567 | 03/31/2024 | CRM | 1,884 | $567 | 03/31/2024 | Berry Wealth Group LP | 2,156 | $567 | 12/31/2023 | CRM | 2,156 | $567 | 12/31/2023 | Vigilare Wealth Management | 2,145 | $564 | 12/31/2023 | CRM | 2,145 | $564 | 12/31/2023 | Chapin Davis Inc. | 1,870 | $563 | 03/31/2024 | CRM | 1,870 | $563 | 03/31/2024 | Magnus Financial Group LLC | 2,138 | $563 | 12/31/2023 | CRM | 2,138 | $563 | 12/31/2023 | First Affirmative Financial Network | 1,860 | $560 | 03/31/2024 | CRM | 1,860 | $560 | 03/31/2024 | Vicus Capital | 1,847 | $556 | 03/31/2024 | CRM | 1,847 | $556 | 03/31/2024 | Meridian Investment Counsel Inc. | 2,110 | $555 | 12/31/2023 | CRM | 2,110 | $555 | 12/31/2023 | Oak Thistle LLC | 1,835 | $553 | 03/31/2024 | CRM | 1,835 | $553 | 03/31/2024 | LVW Advisors LLC | 1,833 | $552 | 03/31/2024 | CRM | 1,833 | $552 | 03/31/2024 | Weil Company Inc. | 2,092 | $550 | 12/31/2023 | CRM | 2,092 | $550 | 12/31/2023 | BOK Financial Private Wealth Inc. | 2,081 | $548 | 12/31/2023 | CRM | 2,081 | $548 | 12/31/2023 | Inceptionr LLC | 2,081 | $548 | 12/31/2023 | CRM | 2,081 | $548 | 12/31/2023 | Perennial Advisors LLC | 1,815 | $547 | 03/31/2024 | CRM | 1,815 | $547 | 03/31/2024 | EWA LLC | 1,914 | $547 | 12/31/2023 | CRM | 1,914 | $547 | 12/31/2023 | Dover Advisors LLC | 2,070 | $545 | 12/31/2023 | CRM | 2,070 | $545 | 12/31/2023 | Boston Trust Walden Corp | 2,063 | $543 | 12/31/2023 | CRM | 2,063 | $543 | 12/31/2023 | Alley Investment Management Company LLC | 2,060 | $542 | 12/31/2023 | CRM | 2,060 | $542 | 12/31/2023 | Tsfg LLC | 1,795 | $541 | 03/31/2024 | CRM | 1,795 | $541 | 03/31/2024 | New Republic Capital LLC | 2,055 | $541 | 12/31/2023 | CRM | 2,055 | $541 | 12/31/2023 | Smith Moore & CO. | 2,047 | $539 | 12/31/2023 | CRM | 2,047 | $539 | 12/31/2023 | Gerber Kawasaki Wealth & Investment Management | 2,049 | $539 | 12/31/2023 | CRM | 2,049 | $539 | 12/31/2023 | Northern Financial Advisors Inc | 2,041 | $537 | 12/31/2023 | CRM | 2,041 | $537 | 12/31/2023 | Park National Corp OH | 1,780 | $536 | 03/31/2024 | CRM | 1,780 | $536 | 03/31/2024 | Mather Group LLC. | 1,780 | $536 | 03/31/2024 | CRM | 1,780 | $536 | 03/31/2024 | Contravisory Investment Management Inc. | 1,773 | $534 | 03/31/2024 | CRM | 1,773 | $534 | 03/31/2024 | Baxter Bros Inc. | 2,029 | $534 | 12/31/2023 | CRM | 2,029 | $534 | 12/31/2023 | GYL Financial Synergies LLC | 2,025 | $533 | 12/31/2023 | CRM | 2,025 | $533 | 12/31/2023 | BluePath Capital Management LLC | 2,019 | $533 | 12/31/2023 | CRM | 2,019 | $533 | 12/31/2023 | Pinnacle Bank | 1,767 | $532 | 03/31/2024 | CRM | 1,767 | $532 | 03/31/2024 | One Wealth Advisors LLC | 1,765 | $532 | 03/31/2024 | CRM | 1,765 | $532 | 03/31/2024 | Amussen Hunsaker Associates LLC | 2,022 | $532 | 12/31/2023 | CRM | 2,022 | $532 | 12/31/2023 | Zullo Investment Group Inc. | 2,015 | $530 | 12/31/2023 | CRM | 2,015 | $530 | 12/31/2023 | Nwam LLC | 2,011 | $529 | 12/31/2023 | CRM | 2,011 | $529 | 12/31/2023 | Seaport Global Advisors LLC | 2,011 | $529 | 12/31/2023 | CRM | 2,011 | $529 | 12/31/2023 | Mondrian Investment Partners LTD | 2,002 | $527 | 12/31/2023 | CRM | 2,002 | $527 | 12/31/2023 | Lombard Odier Asset Management USA Corp | 2,000 | $526 | 12/31/2023 | CRM | 2,000 | $526 | 12/31/2023 | Essex LLC | 1,999 | $526 | 12/31/2023 | CRM | 1,999 | $526 | 12/31/2023 | BOCHK Asset Management Ltd | 2,000 | $526 | 12/31/2023 | CRM | 2,000 | $526 | 12/31/2023 | Sunpointe LLC | 1,739 | $524 | 03/31/2024 | CRM | 1,739 | $524 | 03/31/2024 | Stiles Financial Services Inc | 1,991 | $524 | 12/31/2023 | CRM | 1,991 | $524 | 12/31/2023 | Peterson Wealth Services | 1,992 | $524 | 12/31/2023 | CRM | 1,992 | $524 | 12/31/2023 | CoreCap Advisors LLC | 1,987 | $523 | 12/31/2023 | CRM | 1,987 | $523 | 12/31/2023 | Blueshift Asset Management LLC | 1,983 | $522 | 12/31/2023 | CRM | 1,983 | $522 | 12/31/2023 | Brio Consultants LLC | 1,984 | $522 | 12/31/2023 | CRM | 1,984 | $522 | 12/31/2023 | Thrive Capital Management LLC | 1,976 | $520 | 12/31/2023 | CRM | 1,976 | $520 | 12/31/2023 | Proficio Capital Partners LLC | 1,971 | $519 | 12/31/2023 | CRM | 1,971 | $519 | 12/31/2023 | JB Capital LLC | 1,973 | $519 | 12/31/2023 | CRM | 1,973 | $519 | 12/31/2023 | D Orazio & Associates Inc. | 1,968 | $518 | 12/31/2023 | CRM | 1,968 | $518 | 12/31/2023 | Jackson Square Capital LLC | 1,712 | $516 | 03/31/2024 | CRM | 1,712 | $516 | 03/31/2024 | Citizens National Bank Trust Department | 1,957 | $515 | 12/31/2023 | CRM | 1,957 | $515 | 12/31/2023 | Tactive Advisors LLC | 1,959 | $515 | 12/31/2023 | CRM | 1,959 | $515 | 12/31/2023 | Berger Financial Group Inc | 1,702 | $513 | 03/31/2024 | CRM | 1,702 | $513 | 03/31/2024 | Connecticut Wealth Management LLC | 1,944 | $512 | 12/31/2023 | CRM | 1,944 | $512 | 12/31/2023 | Virtue Capital Management LLC | 2,037 | $512 | 12/31/2023 | CRM | 2,037 | $512 | 12/31/2023 | Cape Investment Advisory Inc. | 1,942 | $511 | 12/31/2023 | CRM | 1,942 | $511 | 12/31/2023 | Washington Trust Advisors Inc. | 1,938 | $510 | 12/31/2023 | CRM | 1,938 | $510 | 12/31/2023 | Synergy Financial Group LTD | 1,938 | $510 | 12/31/2023 | CRM | 1,938 | $510 | 12/31/2023 | Riversedge Advisors LLC | 1,936 | $509 | 12/31/2023 | CRM | 1,936 | $509 | 12/31/2023 | Confluence Wealth Services Inc. | 1,935 | $509 | 12/31/2023 | CRM | 1,935 | $509 | 12/31/2023 | Lakeview Capital Partners LLC | 1,931 | $508 | 12/31/2023 | CRM | 1,931 | $508 | 12/31/2023 | Verdence Capital Advisors LLC | 1,925 | $506 | 12/31/2023 | CRM | 1,925 | $506 | 12/31/2023 | Relyea Zuckerberg Hanson LLC | 1,922 | $506 | 12/31/2023 | CRM | 1,922 | $506 | 12/31/2023 | Encompass Wealth Advisors LLC | 1,924 | $506 | 12/31/2023 | CRM | 1,924 | $506 | 12/31/2023 | Cubic Asset Management LLC | 1,920 | $505 | 12/31/2023 | CRM | 1,920 | $505 | 12/31/2023 | Battery Global Advisors LLC | 1,914 | $504 | 12/31/2023 | CRM | 1,914 | $504 | 12/31/2023 | Castle Rock Wealth Management LLC | 2,006 | $503 | 12/31/2023 | CRM | 2,006 | $503 | 12/31/2023 | Bigelow Investment Advisors LLC | 1,909 | $502 | 12/31/2023 | CRM | 1,909 | $502 | 12/31/2023 | LaSalle St. Investment Advisors LLC | 1,908 | $502 | 12/31/2023 | CRM | 1,908 | $502 | 12/31/2023 | Integrated Investment Consultants LLC | 1,653 | $498 | 03/31/2024 | CRM | 1,653 | $498 | 03/31/2024 | Arden Trust Co | 1,654 | $498 | 03/31/2024 | CRM | 1,654 | $498 | 03/31/2024 | Hyperion Partners LLC | 1,651 | $497 | 03/31/2024 | CRM | 1,651 | $497 | 03/31/2024 | Barnes Pettey Financial Advisors LLC | 1,884 | $496 | 12/31/2023 | CRM | 1,884 | $496 | 12/31/2023 | Eads & Heald Wealth Management | 1,881 | $495 | 12/31/2023 | CRM | 1,881 | $495 | 12/31/2023 | Brandywine Oak Private Wealth LLC | 1,876 | $494 | 12/31/2023 | CRM | 1,876 | $494 | 12/31/2023 | Waypoint Wealth Partners Inc. | 1,871 | $492 | 12/31/2023 | CRM | 1,871 | $492 | 12/31/2023 | Clarity Wealth Advisors LLC | 1,629 | $491 | 03/31/2024 | CRM | 1,629 | $491 | 03/31/2024 | Northern Oak Wealth Management Inc. | 1,865 | $491 | 12/31/2023 | CRM | 1,865 | $491 | 12/31/2023 | Strata Wealth Advisors LLC | 1,627 | $490 | 03/31/2024 | CRM | 1,627 | $490 | 03/31/2024 | Silvercrest Asset Management Group LLC | 1,855 | $488 | 12/31/2023 | CRM | 1,855 | $488 | 12/31/2023 | Truvestments Capital LLC | 1,850 | $487 | 12/31/2023 | CRM | 1,850 | $487 | 12/31/2023 | Alliance Wealth Advisors LLC | 1,615 | $486 | 03/31/2024 | CRM | 1,615 | $486 | 03/31/2024 | Jeppson Wealth Management LLC | 1,604 | $483 | 03/31/2024 | CRM | 1,604 | $483 | 03/31/2024 | JNBA Financial Advisors | 1,832 | $482 | 12/31/2023 | CRM | 1,832 | $482 | 12/31/2023 | HAP Trading LLC | | $480 | 12/31/2023 | Call | 16,800 | $490 | 12/31/2023 | Put | 12,000 | $10 | 12/31/2023 | Busey Wealth Management | 1,821 | $479 | 12/31/2023 | CRM | 1,821 | $479 | 12/31/2023 | Arcataur Capital Management LLC | 1,815 | $478 | 12/31/2023 | CRM | 1,815 | $478 | 12/31/2023 | Accel Wealth Management | 1,807 | $475 | 12/31/2023 | CRM | 1,807 | $475 | 12/31/2023 | Hartford Funds Management Co LLC | 1,802 | $474 | 12/31/2023 | CRM | 1,802 | $474 | 12/31/2023 | High Note Wealth LLC | 1,800 | $474 | 12/31/2023 | CRM | 1,800 | $474 | 12/31/2023 | Copperleaf Capital LLC | 1,795 | $472 | 12/31/2023 | CRM | 1,795 | $472 | 12/31/2023 | Chaney Capital Management Inc. | 1,793 | $472 | 12/31/2023 | CRM | 1,793 | $472 | 12/31/2023 | Windsor Capital Management LLC | 1,563 | $471 | 03/31/2024 | CRM | 1,563 | $471 | 03/31/2024 | Evermay Wealth Management LLC | 1,788 | $470 | 12/31/2023 | CRM | 1,788 | $470 | 12/31/2023 | Trueblood Wealth Management LLC | 1,783 | $469 | 12/31/2023 | CRM | 1,783 | $469 | 12/31/2023 | Pathway Financial Advisors LLC | 1,555 | $468 | 03/31/2024 | CRM | 1,555 | $468 | 03/31/2024 | Dynamic Technology Lab Private Ltd | 1,779 | $468 | 12/31/2023 | CRM | 1,779 | $468 | 12/31/2023 | Tennessee Valley Asset Management Partners | 1,779 | $468 | 12/31/2023 | CRM | 1,779 | $468 | 12/31/2023 | Madison Park Capital Advisors LLC | 1,544 | $465 | 03/31/2024 | CRM | 1,544 | $465 | 03/31/2024 | Argonautica Private Wealth Management Inc. | 1,764 | $464 | 12/31/2023 | CRM | 1,764 | $464 | 12/31/2023 | Dougherty Wealth Advisers LLC | 1,760 | $463 | 12/31/2023 | CRM | 1,760 | $463 | 12/31/2023 | Pointe Capital Management LLC | 1,755 | $462 | 12/31/2023 | CRM | 1,755 | $462 | 12/31/2023 | Patron Partners Advisors LLC | 1,757 | $462 | 12/31/2023 | CRM | 1,757 | $462 | 12/31/2023 | Peninsula Wealth LLC | 1,751 | $461 | 12/31/2023 | CRM | 1,751 | $461 | 12/31/2023 | Evanson Asset Management LLC | 1,526 | $460 | 03/31/2024 | CRM | 1,526 | $460 | 03/31/2024 | Pacific Sage Partners LLC | 1,748 | $460 | 12/31/2023 | CRM | 1,748 | $460 | 12/31/2023 | Archetype Wealth Partners LLC | 1,745 | $459 | 12/31/2023 | CRM | 1,745 | $459 | 12/31/2023 | Wayfinding Financial LLC | 1,737 | $457 | 12/31/2023 | CRM | 1,737 | $457 | 12/31/2023 | Colonial River Wealth Management LLC | 1,732 | $456 | 12/31/2023 | CRM | 1,732 | $456 | 12/31/2023 | Wedge Capital Management L L P NC | 1,729 | $455 | 12/31/2023 | CRM | 1,729 | $455 | 12/31/2023 | Truepoint Inc. | 1,725 | $454 | 12/31/2023 | CRM | 1,725 | $454 | 12/31/2023 | Worth Financial Advisory Group LLC | 1,727 | $454 | 12/31/2023 | CRM | 1,727 | $454 | 12/31/2023 | Cedar Wealth Management LLC | 1,722 | $453 | 12/31/2023 | CRM | 1,722 | $453 | 12/31/2023 | Bridgefront Capital LLC | 1,718 | $452 | 12/31/2023 | CRM | 1,718 | $452 | 12/31/2023 | Apexium Financial LP | 1,717 | $452 | 12/31/2023 | CRM | 1,717 | $452 | 12/31/2023 | Verus Capital Partners LLC | 1,718 | $452 | 12/31/2023 | CRM | 1,718 | $452 | 12/31/2023 | TBH Global Asset Management LLC | 1,715 | $451 | 12/31/2023 | CRM | 1,715 | $451 | 12/31/2023 | West Oak Capital LLC | 1,495 | $450 | 03/31/2024 | CRM | 1,495 | $450 | 03/31/2024 | JT Stratford LLC | 1,705 | $449 | 12/31/2023 | CRM | 1,705 | $449 | 12/31/2023 | Folger Nolan Fleming Douglas Capital Management Inc. | 1,487 | $448 | 03/31/2024 | CRM | 1,487 | $448 | 03/31/2024 | Aigen Investment Management LP | 1,701 | $448 | 12/31/2023 | CRM | 1,701 | $448 | 12/31/2023 | Guardian Wealth Advisors LLC NC | 1,704 | $448 | 12/31/2023 | CRM | 1,704 | $448 | 12/31/2023 | Cedar Brook Financial Partners LLC | 1,482 | $446 | 03/31/2024 | CRM | 1,482 | $446 | 03/31/2024 | Geller Advisors LLC | 1,687 | $444 | 12/31/2023 | CRM | 1,687 | $444 | 12/31/2023 | Private Portfolio Partners LLC | 1,685 | $443 | 12/31/2023 | CRM | 1,685 | $443 | 12/31/2023 | White Pine Capital LLC | 1,681 | $442 | 12/31/2023 | CRM | 1,681 | $442 | 12/31/2023 | RiverGlades Family Offices LLC | 1,525 | $438 | 12/31/2023 | CRM | 1,525 | $438 | 12/31/2023 | Private Capital Management LLC | 1,452 | $437 | 03/31/2024 | CRM | 1,452 | $437 | 03/31/2024 | VanderPol Investments L.L.C. | 1,452 | $437 | 03/31/2024 | CRM | 1,452 | $437 | 03/31/2024 | Gemmer Asset Management LLC | 1,661 | $437 | 12/31/2023 | CRM | 1,661 | $437 | 12/31/2023 | New Jersey Better Educational Savings Trust | 1,656 | $436 | 12/31/2023 | CRM | 1,656 | $436 | 12/31/2023 | Keystone Financial Group | 1,657 | $436 | 12/31/2023 | CRM | 1,657 | $436 | 12/31/2023 | Capital Performance Advisors LLP | 1,652 | $435 | 12/31/2023 | CRM | 1,652 | $435 | 12/31/2023 | Tobam | 1,649 | $434 | 12/31/2023 | CRM | 1,649 | $434 | 12/31/2023 | Resonant Capital Advisors LLC | 1,641 | $432 | 12/31/2023 | CRM | 1,641 | $432 | 12/31/2023 | Wetzel Investment Advisors Inc. | 1,637 | $431 | 12/31/2023 | CRM | 1,637 | $431 | 12/31/2023 | SlateStone Wealth LLC | 1,634 | $430 | 12/31/2023 | CRM | 1,634 | $430 | 12/31/2023 | Well Done LLC | 1,423 | $429 | 03/31/2024 | CRM | 1,423 | $429 | 03/31/2024 | CVA Family Office LLC | 1,424 | $429 | 03/31/2024 | CRM | 1,424 | $429 | 03/31/2024 | Fi3 FINANCIAL ADVISORS LLC | 1,628 | $428 | 12/31/2023 | CRM | 1,628 | $428 | 12/31/2023 | Brevan Howard Capital Management LP | 1,621 | $427 | 12/31/2023 | CRM | 1,621 | $427 | 12/31/2023 | Fort Sheridan Advisors LLC | 1,619 | $426 | 12/31/2023 | CRM | 1,619 | $426 | 12/31/2023 | Gries Financial LLC | 1,615 | $425 | 12/31/2023 | CRM | 1,615 | $425 | 12/31/2023 | Smith Group Asset Management LLC | 1,608 | $423 | 12/31/2023 | CRM | 1,608 | $423 | 12/31/2023 | Gabelli Funds LLC | 1,605 | $422 | 12/31/2023 | CRM | 1,605 | $422 | 12/31/2023 | Aveo Capital Partners LLC | 1,605 | $422 | 12/31/2023 | CRM | 1,605 | $422 | 12/31/2023 | Good Life Advisors LLC | 1,601 | $421 | 12/31/2023 | CRM | 1,601 | $421 | 12/31/2023 | VisionPoint Advisory Group LLC | 1,600 | $421 | 12/31/2023 | CRM | 1,600 | $421 | 12/31/2023 | SILVER OAK SECURITIES Inc | 1,591 | $419 | 12/31/2023 | CRM | 1,591 | $419 | 12/31/2023 | Fountainhead AM LLC | 1,592 | $419 | 12/31/2023 | CRM | 1,592 | $419 | 12/31/2023 | Fermata Advisors LLC | 1,388 | $418 | 03/31/2024 | CRM | 1,388 | $418 | 03/31/2024 | Nicholas Hoffman & Company LLC. | 1,584 | $417 | 12/31/2023 | CRM | 1,584 | $417 | 12/31/2023 | Prossimo Advisors LLC | 1,585 | $417 | 12/31/2023 | CRM | 1,585 | $417 | 12/31/2023 | Callan Capital LLC | 1,582 | $416 | 12/31/2023 | CRM | 1,582 | $416 | 12/31/2023 | Addison Advisors LLC | 1,576 | $415 | 12/31/2023 | CRM | 1,576 | $415 | 12/31/2023 | WNY Asset Management LLC | 1,572 | $414 | 12/31/2023 | CRM | 1,572 | $414 | 12/31/2023 | Avory & Company LLC | 1,574 | $414 | 12/31/2023 | CRM | 1,574 | $414 | 12/31/2023 | Stonebridge Financial Planning Group LLC | 1,570 | $413 | 12/31/2023 | CRM | 1,570 | $413 | 12/31/2023 | Sonata Capital Group Inc. | 1,567 | $412 | 12/31/2023 | CRM | 1,567 | $412 | 12/31/2023 | Spartan Planning & Wealth Management | 1,567 | $412 | 12/31/2023 | CRM | 1,567 | $412 | 12/31/2023 | KG&L Capital Management LLC | 1,566 | $412 | 12/31/2023 | CRM | 1,566 | $412 | 12/31/2023 | FFT Wealth Management LLC | 1,561 | $411 | 12/31/2023 | CRM | 1,561 | $411 | 12/31/2023 | Adirondack Trust Co. | 1,350 | $407 | 03/31/2024 | CRM | 1,350 | $407 | 03/31/2024 | First Heartland Consultants Inc. | 1,547 | $407 | 12/31/2023 | CRM | 1,547 | $407 | 12/31/2023 | Accurate Wealth Management LLC | 1,493 | $405 | 12/31/2023 | CRM | 1,493 | $405 | 12/31/2023 | Hemenway Trust Co LLC | 1,535 | $404 | 12/31/2023 | CRM | 1,535 | $404 | 12/31/2023 | Jacobsen Capital Management | 1,534 | $404 | 12/31/2023 | CRM | 1,534 | $404 | 12/31/2023 | Hodges Capital Management Inc. | 1,337 | $403 | 03/31/2024 | CRM | 1,337 | $403 | 03/31/2024 | McAlister Sweet & Associates Inc. | 1,337 | $403 | 03/31/2024 | CRM | 1,337 | $403 | 03/31/2024 | OneAscent Wealth Management LLC | 1,337 | $403 | 03/31/2024 | CRM | 1,337 | $403 | 03/31/2024 | PFG Advisors | 1,533 | $403 | 12/31/2023 | CRM | 1,533 | $403 | 12/31/2023 | SSI Investment Management LLC | 1,529 | $402 | 12/31/2023 | CRM | 1,529 | $402 | 12/31/2023 | Marino Stram & Associates LLC | 1,522 | $400 | 12/31/2023 | CRM | 1,522 | $400 | 12/31/2023 | First National Bank Sioux Falls | 1,324 | $399 | 03/31/2024 | CRM | 1,324 | $399 | 03/31/2024 | Lee Danner & Bass Inc. | 1,515 | $399 | 12/31/2023 | CRM | 1,515 | $399 | 12/31/2023 | CNB Bank | 1,511 | $398 | 12/31/2023 | CRM | 1,511 | $398 | 12/31/2023 | Windmill Hill Asset Management Ltd | 1,512 | $398 | 12/31/2023 | CRM | 1,512 | $398 | 12/31/2023 | LJI Wealth Management LLC | 1,511 | $398 | 12/31/2023 | CRM | 1,511 | $398 | 12/31/2023 | Retirement Income Solutions Inc | 1,510 | $397 | 12/31/2023 | CRM | 1,510 | $397 | 12/31/2023 | Ferguson Wellman Capital Management Inc. | 1,311 | $395 | 03/31/2024 | CRM | 1,311 | $395 | 03/31/2024 | Whitaker Myers Wealth Managers LTD. | 1,312 | $395 | 03/31/2024 | CRM | 1,312 | $395 | 03/31/2024 | Aristotle Atlantic Partners LLC | 1,500 | $395 | 12/31/2023 | CRM | 1,500 | $395 | 12/31/2023 | Advisory Alpha LLC | 1,498 | $394 | 12/31/2023 | CRM | 1,498 | $394 | 12/31/2023 | Richardson Financial Services Inc. | 1,497 | $394 | 12/31/2023 | CRM | 1,497 | $394 | 12/31/2023 | Canton Hathaway LLC | 1,488 | $392 | 12/31/2023 | CRM | 1,488 | $392 | 12/31/2023 | Traynor Capital Management Inc. | 1,294 | $390 | 03/31/2024 | CRM | 1,294 | $390 | 03/31/2024 | Simplicity Wealth LLC | 1,481 | $390 | 12/31/2023 | CRM | 1,481 | $390 | 12/31/2023 | Nichols & Pratt Advisers LLP MA | 1,480 | $389 | 12/31/2023 | CRM | 1,480 | $389 | 12/31/2023 | Summit Global Investments | 1,478 | $389 | 12/31/2023 | CRM | 1,478 | $389 | 12/31/2023 | Main Street Financial Solutions LLC | 1,480 | $389 | 12/31/2023 | CRM | 1,480 | $389 | 12/31/2023 | JJJ Advisors Inc. | 1,286 | $387 | 03/31/2024 | CRM | 1,286 | $387 | 03/31/2024 | Cobblestone Capital Advisors LLC NY | 1,471 | $387 | 12/31/2023 | CRM | 1,471 | $387 | 12/31/2023 | Grandfield & Dodd LLC | 1,464 | $385 | 12/31/2023 | CRM | 1,464 | $385 | 12/31/2023 | Paladin Advisory Group LLC | 1,464 | $385 | 12/31/2023 | CRM | 1,464 | $385 | 12/31/2023 | West Family Investments Inc. | 1,459 | $384 | 12/31/2023 | CRM | 1,459 | $384 | 12/31/2023 | Tradition Wealth Management LLC | 1,459 | $384 | 12/31/2023 | CRM | 1,459 | $384 | 12/31/2023 | Waters Parkerson & CO. LLC | 1,457 | $383 | 12/31/2023 | CRM | 1,457 | $383 | 12/31/2023 | Waddell & Associates LLC | 1,452 | $382 | 12/31/2023 | CRM | 1,452 | $382 | 12/31/2023 | Frank Rimerman Advisors LLC | 1,444 | $380 | 12/31/2023 | CRM | 1,444 | $380 | 12/31/2023 | Trilogy Capital Inc. | 1,257 | $379 | 03/31/2024 | CRM | 1,257 | $379 | 03/31/2024 | DC Investments Management LLC | 1,441 | $379 | 12/31/2023 | CRM | 1,441 | $379 | 12/31/2023 | Aspire Capital Advisors LLC | 1,432 | $377 | 12/31/2023 | CRM | 1,432 | $377 | 12/31/2023 | Precision Wealth Strategies LLC | 1,427 | $376 | 12/31/2023 | CRM | 1,427 | $376 | 12/31/2023 | Arvest Trust Co. N A | 1,424 | $375 | 12/31/2023 | CRM | 1,424 | $375 | 12/31/2023 | Lodestar Private Asset Management LLC | 1,423 | $374 | 12/31/2023 | CRM | 1,423 | $374 | 12/31/2023 | Capital Advisory Group Advisory Services LLC | 1,240 | $373 | 03/31/2024 | CRM | 1,240 | $373 | 03/31/2024 | TCI Wealth Advisors Inc. | 1,416 | $373 | 12/31/2023 | CRM | 1,416 | $373 | 12/31/2023 | Maxwell Wealth Strategies Inc. | 1,412 | $372 | 12/31/2023 | CRM | 1,412 | $372 | 12/31/2023 | Creative Financial Designs Inc. ADV | 1,411 | $371 | 12/31/2023 | CRM | 1,411 | $371 | 12/31/2023 | Hoylecohen LLC | 1,409 | $371 | 12/31/2023 | CRM | 1,409 | $371 | 12/31/2023 | Beacon Financial Group | 1,411 | $371 | 12/31/2023 | CRM | 1,411 | $371 | 12/31/2023 | Joel Isaacson & Co. LLC | 1,411 | $371 | 12/31/2023 | CRM | 1,411 | $371 | 12/31/2023 | Indiana Trust & Investment Management CO | 1,229 | $370 | 03/31/2024 | CRM | 1,229 | $370 | 03/31/2024 | SPC Financial Inc. | 1,405 | $370 | 12/31/2023 | CRM | 1,405 | $370 | 12/31/2023 | Zhang Financial LLC | 1,406 | $370 | 12/31/2023 | CRM | 1,406 | $370 | 12/31/2023 | Lantz Financial LLC | 1,222 | $368 | 03/31/2024 | CRM | 1,222 | $368 | 03/31/2024 | Enterprise Financial Services Corp | 1,398 | $368 | 12/31/2023 | CRM | 1,398 | $368 | 12/31/2023 | DORCHESTER WEALTH MANAGEMENT Co | 1,400 | $368 | 12/31/2023 | CRM | 1,400 | $368 | 12/31/2023 | Berkeley Capital Partners LLC | 1,398 | $368 | 12/31/2023 | CRM | 1,398 | $368 | 12/31/2023 | Richard W. Paul & Associates LLC | 1,400 | $368 | 12/31/2023 | CRM | 1,400 | $368 | 12/31/2023 | BKD Wealth Advisors LLC | 1,393 | $367 | 12/31/2023 | CRM | 1,393 | $367 | 12/31/2023 | Collective Family Office LLC | 1,215 | $366 | 03/31/2024 | CRM | 1,215 | $366 | 03/31/2024 | IFG Advisors LLC | 1,390 | $366 | 12/31/2023 | CRM | 1,390 | $366 | 12/31/2023 | Gordian Capital Singapore Pte Ltd | 1,382 | $364 | 12/31/2023 | CRM | 1,382 | $364 | 12/31/2023 | West Michigan Advisors LLC | 1,385 | $364 | 12/31/2023 | CRM | 1,385 | $364 | 12/31/2023 | Balboa Wealth Partners | 1,381 | $363 | 12/31/2023 | CRM | 1,381 | $363 | 12/31/2023 | Avenue 1 Advisors LLC | 1,374 | $362 | 12/31/2023 | CRM | 1,374 | $362 | 12/31/2023 | Mattern Wealth Management LLC | 1,370 | $361 | 12/31/2023 | CRM | 1,370 | $361 | 12/31/2023 | Semus Wealth Partners LLC | 1,373 | $361 | 12/31/2023 | CRM | 1,373 | $361 | 12/31/2023 | Gradient Capital Advisors LLC | 1,195 | $360 | 03/31/2024 | CRM | 1,195 | $360 | 03/31/2024 | Five Oceans Advisors | 1,194 | $360 | 03/31/2024 | CRM | 1,194 | $360 | 03/31/2024 | Glassman Wealth Services | 1,369 | $360 | 12/31/2023 | CRM | 1,369 | $360 | 12/31/2023 | First Trust Investment Solutions L.P. | 1,369 | $360 | 12/31/2023 | CRM | 1,369 | $360 | 12/31/2023 | DGS Capital Management LLC | 1,191 | $359 | 03/31/2024 | CRM | 1,191 | $359 | 03/31/2024 | Seven Mile Advisory | 1,366 | $359 | 12/31/2023 | CRM | 1,366 | $359 | 12/31/2023 | Twin Focus Capital Partners LLC | 1,361 | $358 | 12/31/2023 | CRM | 1,361 | $358 | 12/31/2023 | Klingman & Associates LLC | 1,359 | $358 | 12/31/2023 | CRM | 1,359 | $358 | 12/31/2023 | DAGCO Inc. | 1,357 | $357 | 12/31/2023 | CRM | 1,357 | $357 | 12/31/2023 | Dynamic Wealth Strategies LLC | 1,357 | $357 | 12/31/2023 | CRM | 1,357 | $357 | 12/31/2023 | Advisor OS LLC | 1,349 | $355 | 12/31/2023 | CRM | 1,349 | $355 | 12/31/2023 | Bremer Bank National Association | 1,173 | $353 | 03/31/2024 | CRM | 1,173 | $353 | 03/31/2024 | Stokes Family Office LLC | 1,342 | $353 | 12/31/2023 | CRM | 1,342 | $353 | 12/31/2023 | Elgethun Capital Management | 1,339 | $352 | 12/31/2023 | CRM | 1,339 | $352 | 12/31/2023 | Sabal Trust CO | 1,335 | $351 | 12/31/2023 | CRM | 1,335 | $351 | 12/31/2023 | Consolidated Capital Management LLC | 1,333 | $351 | 12/31/2023 | CRM | 1,333 | $351 | 12/31/2023 | Kennedy Investment Group | 1,330 | $350 | 12/31/2023 | CRM | 1,330 | $350 | 12/31/2023 | BIP Wealth LLC | 1,327 | $349 | 12/31/2023 | CRM | 1,327 | $349 | 12/31/2023 | Wealth Dimensions Group Ltd. | 1,324 | $349 | 12/31/2023 | CRM | 1,324 | $349 | 12/31/2023 | Wilson & Boucher Capital Management LLC | 1,325 | $349 | 12/31/2023 | CRM | 1,325 | $349 | 12/31/2023 | Powers Advisory Group LLC | 1,325 | $349 | 12/31/2023 | CRM | 1,325 | $349 | 12/31/2023 | AllSquare Wealth Management LLC | 1,324 | $348 | 12/31/2023 | CRM | 1,324 | $348 | 12/31/2023 | Holderness Investments Co. | 1,317 | $347 | 12/31/2023 | CRM | 1,317 | $347 | 12/31/2023 | North Star Investment Management Corp. | 1,319 | $347 | 12/31/2023 | CRM | 1,319 | $347 | 12/31/2023 | Landmark Financial Advisors LLC | 1,319 | $347 | 12/31/2023 | CRM | 1,319 | $347 | 12/31/2023 | Ignite Planners LLC | 1,144 | $346 | 03/31/2024 | CRM | 1,144 | $346 | 03/31/2024 | Sovereign Financial Group Inc. | 1,147 | $345 | 03/31/2024 | CRM | 1,147 | $345 | 03/31/2024 | Beacon Financial Advisory LLC | 1,309 | $344 | 12/31/2023 | CRM | 1,309 | $344 | 12/31/2023 | Delta Financial Group Inc. | 1,305 | $343 | 12/31/2023 | CRM | 1,305 | $343 | 12/31/2023 | RFG Holdings Inc. | 1,135 | $342 | 03/31/2024 | CRM | 1,135 | $342 | 03/31/2024 | Mengis Capital Management Inc. | 1,299 | $342 | 12/31/2023 | CRM | 1,299 | $342 | 12/31/2023 | Waterloo Capital L.P. | 1,299 | $342 | 12/31/2023 | CRM | 1,299 | $342 | 12/31/2023 | Opes Wealth Management LLC | 1,295 | $341 | 12/31/2023 | CRM | 1,295 | $341 | 12/31/2023 | Formidable Asset Management LLC | 1,291 | $340 | 12/31/2023 | CRM | 1,291 | $340 | 12/31/2023 | Wealth Architects LLC | 1,292 | $340 | 12/31/2023 | CRM | 1,292 | $340 | 12/31/2023 | Insight Advisors LLC PA | 1,291 | $340 | 12/31/2023 | CRM | 1,291 | $340 | 12/31/2023 | Kolinsky Wealth Management LLC | 1,287 | $339 | 12/31/2023 | CRM | 1,287 | $339 | 12/31/2023 | GSG Advisors LLC | 1,110 | $338 | 03/31/2024 | CRM | 1,110 | $338 | 03/31/2024 | Werlinich Asset Management LLC | 1,123 | $338 | 03/31/2024 | CRM | 1,123 | $338 | 03/31/2024 | Point72 Europe London LLP | 1,284 | $338 | 12/31/2023 | CRM | 1,284 | $338 | 12/31/2023 | KC Investment Advisors LLC | 1,286 | $338 | 12/31/2023 | CRM | 1,286 | $338 | 12/31/2023 | Farmers & Merchants Investments Inc. | 1,120 | $337 | 03/31/2024 | CRM | 1,120 | $337 | 03/31/2024 | Raleigh Capital Management Inc. | 1,282 | $337 | 12/31/2023 | CRM | 1,282 | $337 | 12/31/2023 | DSC Advisors L.P. | 1,278 | $336 | 12/31/2023 | CRM | 1,278 | $336 | 12/31/2023 | Future Fund LLC | 1,278 | $336 | 12/31/2023 | CRM | 1,278 | $336 | 12/31/2023 | GLOBALT Investments LLC GA | 1,271 | $334 | 12/31/2023 | CRM | 1,271 | $334 | 12/31/2023 | Sitrin Capital Management LLC | 1,266 | $333 | 12/31/2023 | CRM | 1,266 | $333 | 12/31/2023 | Beaton Management Co. Inc. | 1,262 | $332 | 12/31/2023 | CRM | 1,262 | $332 | 12/31/2023 | Fortune Financial Advisors LLC | 1,261 | $332 | 12/31/2023 | CRM | 1,261 | $332 | 12/31/2023 | Cookson Peirce & Co. Inc. | 1,258 | $331 | 12/31/2023 | CRM | 1,258 | $331 | 12/31/2023 | HTLF Bank | 1,258 | $331 | 12/31/2023 | CRM | 1,258 | $331 | 12/31/2023 | Sandy Cove Advisors LLC | 1,097 | $330 | 03/31/2024 | CRM | 1,097 | $330 | 03/31/2024 | Armstrong Fleming & Moore Inc | 1,249 | $329 | 12/31/2023 | CRM | 1,249 | $329 | 12/31/2023 | Vantage Consulting Group Inc | 1,242 | $327 | 12/31/2023 | CRM | 1,242 | $327 | 12/31/2023 | Savvy Advisors Inc. | 1,242 | $327 | 12/31/2023 | CRM | 1,242 | $327 | 12/31/2023 | Parisi Gray Wealth Management | 1,078 | $325 | 03/31/2024 | CRM | 1,078 | $325 | 03/31/2024 | City State Bank | 1,079 | $325 | 03/31/2024 | CRM | 1,079 | $325 | 03/31/2024 | Schnieders Capital Management LLC | 1,235 | $325 | 12/31/2023 | CRM | 1,235 | $325 | 12/31/2023 | Heritage Wealth Advisors | 1,224 | $322 | 12/31/2023 | CRM | 1,224 | $322 | 12/31/2023 | Bellecapital International Ltd. | 1,224 | $322 | 12/31/2023 | CRM | 1,224 | $322 | 12/31/2023 | Glassy Mountain Advisors Inc. | 1,224 | $322 | 12/31/2023 | CRM | 1,224 | $322 | 12/31/2023 | 1858 Wealth Management LLC | 1,065 | $321 | 03/31/2024 | CRM | 1,065 | $321 | 03/31/2024 | White Knight Strategic Wealth Advisors LLC | 1,220 | $321 | 12/31/2023 | CRM | 1,220 | $321 | 12/31/2023 | LexAurum Advisors LLC | 1,061 | $320 | 03/31/2024 | CRM | 1,061 | $320 | 03/31/2024 | Financial Partners Group Inc | 1,216 | $320 | 12/31/2023 | CRM | 1,216 | $320 | 12/31/2023 | Gallagher Fiduciary Advisors LLC | 1,212 | $319 | 12/31/2023 | CRM | 1,212 | $319 | 12/31/2023 | Bedel Financial Consulting Inc. | 1,214 | $319 | 12/31/2023 | CRM | 1,214 | $319 | 12/31/2023 | Outlook Wealth Advisors LLC | 1,212 | $319 | 12/31/2023 | CRM | 1,212 | $319 | 12/31/2023 | Resurgent Financial Advisors LLC | 1,214 | $319 | 12/31/2023 | CRM | 1,214 | $319 | 12/31/2023 | Oxford Asset Management LLP | 1,207 | $318 | 12/31/2023 | CRM | 1,207 | $318 | 12/31/2023 | Clear Creek Financial Management LLC | 1,207 | $318 | 12/31/2023 | CRM | 1,207 | $318 | 12/31/2023 | Ridgewood Investments LLC | 1,051 | $317 | 03/31/2024 | CRM | 1,051 | $317 | 03/31/2024 | JSF Financial LLC | 1,205 | $317 | 12/31/2023 | CRM | 1,205 | $317 | 12/31/2023 | Yoder Wealth Management Inc. | 1,199 | $316 | 12/31/2023 | CRM | 1,199 | $316 | 12/31/2023 | Princeton Capital Management LLC | 1,198 | $315 | 12/31/2023 | CRM | 1,198 | $315 | 12/31/2023 | Somerset Group LLC | 1,196 | $315 | 12/31/2023 | CRM | 1,196 | $315 | 12/31/2023 | Capital Planning Advisors LLC | 1,198 | $315 | 12/31/2023 | CRM | 1,198 | $315 | 12/31/2023 | Sumitomo Mitsui Financial Group Inc. | | $312 | 12/31/2023 | Call | 14,000 | $312 | 12/31/2023 | WMS Partners LLC | 1,187 | $312 | 12/31/2023 | CRM | 1,187 | $312 | 12/31/2023 | Spotlight Asset Group Inc. | 1,184 | $312 | 12/31/2023 | CRM | 1,184 | $312 | 12/31/2023 | Dohj LLC | 1,033 | $311 | 03/31/2024 | CRM | 1,033 | $311 | 03/31/2024 | Evolutionary Tree Capital Management LLC | 1,180 | $311 | 12/31/2023 | CRM | 1,180 | $311 | 12/31/2023 | HCR Wealth Advisors | 1,179 | $310 | 12/31/2023 | CRM | 1,179 | $310 | 12/31/2023 | Burkett Financial Services LLC | 1,026 | $309 | 03/31/2024 | CRM | 1,026 | $309 | 03/31/2024 | Silverlake Wealth Management LLC | 1,025 | $309 | 03/31/2024 | CRM | 1,025 | $309 | 03/31/2024 | Buckingham Strategic Partners | 1,165 | $307 | 12/31/2023 | CRM | 1,165 | $307 | 12/31/2023 | Clifford Swan Investment Counsel LLC | 1,017 | $306 | 03/31/2024 | CRM | 1,017 | $306 | 03/31/2024 | Opal Wealth Advisors LLC | 1,017 | $306 | 03/31/2024 | CRM | 1,017 | $306 | 03/31/2024 | Element Wealth LLC | 1,159 | $305 | 12/31/2023 | CRM | 1,159 | $305 | 12/31/2023 | Mine & Arao Wealth Creation & Management LLC. | 1,159 | $305 | 12/31/2023 | CRM | 1,159 | $305 | 12/31/2023 | Riverwater Partners LLC | 1,160 | $305 | 12/31/2023 | CRM | 1,160 | $305 | 12/31/2023 | Astoria Portfolio Advisors LLC. | 1,005 | $303 | 03/31/2024 | CRM | 1,005 | $303 | 03/31/2024 | Trinity Financial Advisors LLC | 1,002 | $302 | 03/31/2024 | CRM | 1,002 | $302 | 03/31/2024 | Kure Advisory LLC | 1,148 | $302 | 12/31/2023 | CRM | 1,148 | $302 | 12/31/2023 | Thompson Investment Management Inc. | 1,000 | $301 | 03/31/2024 | CRM | 1,000 | $301 | 03/31/2024 | Oxford Financial Group Ltd. | 1,142 | $301 | 12/31/2023 | CRM | 1,142 | $301 | 12/31/2023 | Texas Capital Bank Wealth Management Services Inc. | 1,143 | $301 | 12/31/2023 | CRM | 1,143 | $301 | 12/31/2023 | Vawter Financial Ltd. | 1,143 | $301 | 12/31/2023 | CRM | 1,143 | $301 | 12/31/2023 | Peddock Capital Advisors LLC | 1,137 | $299 | 12/31/2023 | CRM | 1,137 | $299 | 12/31/2023 | SevenBridge Financial Group LLC | 1,135 | $299 | 12/31/2023 | CRM | 1,135 | $299 | 12/31/2023 | First Merchants Corp | 1,134 | $298 | 12/31/2023 | CRM | 1,134 | $298 | 12/31/2023 | Fox Hill Wealth Management | 985 | $297 | 03/31/2024 | CRM | 985 | $297 | 03/31/2024 | Foster Group Inc. | 982 | $296 | 03/31/2024 | CRM | 982 | $296 | 03/31/2024 | Highview Capital Management LLC DE | 1,125 | $296 | 12/31/2023 | CRM | 1,125 | $296 | 12/31/2023 | Forte Asset Management LLC | 1,125 | $296 | 12/31/2023 | CRM | 1,125 | $296 | 12/31/2023 | Epiq Partners LLC | 979 | $295 | 03/31/2024 | CRM | 979 | $295 | 03/31/2024 | Cypress Capital Management LLC WY | 1,120 | $295 | 12/31/2023 | CRM | 1,120 | $295 | 12/31/2023 | Gratus Capital LLC | 1,120 | $295 | 12/31/2023 | CRM | 1,120 | $295 | 12/31/2023 | Larson Financial Group LLC | 1,123 | $295 | 12/31/2023 | CRM | 1,123 | $295 | 12/31/2023 | Everpar Advisors LLC | 1,120 | $295 | 12/31/2023 | CRM | 1,120 | $295 | 12/31/2023 | Wealthstar Advisors LLC | 1,118 | $294 | 12/31/2023 | CRM | 1,118 | $294 | 12/31/2023 | Cornerstone Advisory LLC | 1,119 | $294 | 12/31/2023 | CRM | 1,119 | $294 | 12/31/2023 | Klingenstein Fields & Co. LP | 1,114 | $293 | 12/31/2023 | CRM | 1,114 | $293 | 12/31/2023 | Arcadia Investment Management Corp MI | 1,107 | $291 | 12/31/2023 | CRM | 1,107 | $291 | 12/31/2023 | Pinnacle West Asset Management Inc. | 1,105 | $291 | 12/31/2023 | CRM | 1,105 | $291 | 12/31/2023 | Consilio Wealth Advisors LLC | 964 | $290 | 03/31/2024 | CRM | 964 | $290 | 03/31/2024 | First American Trust FSB | 1,101 | $290 | 12/31/2023 | CRM | 1,101 | $290 | 12/31/2023 | Cottage Street Advisors LLC | 1,127 | $290 | 12/31/2023 | CRM | 1,127 | $290 | 12/31/2023 | MJP Associates Inc. ADV | 955 | $288 | 03/31/2024 | CRM | 955 | $288 | 03/31/2024 | Sigma Investment Counselors Inc. | 1,093 | $288 | 12/31/2023 | CRM | 1,093 | $288 | 12/31/2023 | Belfer Management LLC | 1,096 | $288 | 12/31/2023 | CRM | 1,096 | $288 | 12/31/2023 | Red Wave Investments LLC | 1,082 | $285 | 12/31/2023 | CRM | 1,082 | $285 | 12/31/2023 | Benjamin Edwards Inc. | 1,079 | $284 | 12/31/2023 | CRM | 1,079 | $284 | 12/31/2023 | Elk River Wealth Management LLC | 937 | $283 | 03/31/2024 | CRM | 937 | $283 | 03/31/2024 | ZWJ Investment Counsel Inc. | 1,075 | $283 | 12/31/2023 | CRM | 1,075 | $283 | 12/31/2023 | Delap Wealth Advisory LLC | 1,074 | $283 | 12/31/2023 | CRM | 1,074 | $283 | 12/31/2023 | Summa Corp. | 1,074 | $283 | 12/31/2023 | CRM | 1,074 | $283 | 12/31/2023 | Counterweight Ventures LLC | 1,076 | $283 | 12/31/2023 | CRM | 1,076 | $283 | 12/31/2023 | Traverso Chambers Private Wealth Management LLC | 1,072 | $282 | 12/31/2023 | CRM | 1,072 | $282 | 12/31/2023 | GoalVest Advisory LLC | 932 | $281 | 03/31/2024 | CRM | 932 | $281 | 03/31/2024 | Breed s Hill Capital LLC | 1,067 | $281 | 12/31/2023 | CRM | 1,067 | $281 | 12/31/2023 | Fielder Capital Group LLC | 1,069 | $281 | 12/31/2023 | CRM | 1,069 | $281 | 12/31/2023 | AGF Management Ltd. | 1,065 | $280 | 12/31/2023 | CRM | 1,065 | $280 | 12/31/2023 | Northeast Investment Management | 1,063 | $280 | 12/31/2023 | CRM | 1,063 | $280 | 12/31/2023 | Mcdonald Partners LLC | 924 | $278 | 03/31/2024 | CRM | 924 | $278 | 03/31/2024 | Capital Asset Advisory Services LLC | 920 | $278 | 03/31/2024 | CRM | 920 | $278 | 03/31/2024 | W.H. Cornerstone Investments Inc. | 1,056 | $278 | 12/31/2023 | CRM | 1,056 | $278 | 12/31/2023 | Three Bridge Wealth Advisors LLC | 1,056 | $278 | 12/31/2023 | CRM | 1,056 | $278 | 12/31/2023 | McLean Asset Management Corp | 915 | $277 | 03/31/2024 | CRM | 915 | $277 | 03/31/2024 | Kingdom Financial Group LLC. | 1,053 | $277 | 12/31/2023 | CRM | 1,053 | $277 | 12/31/2023 | Hussman Strategic Advisors Inc. | 1,050 | $276 | 12/31/2023 | CRM | 1,050 | $276 | 12/31/2023 | Weybosset Research & Management LLC | 1,045 | $275 | 12/31/2023 | CRM | 1,045 | $275 | 12/31/2023 | Garner Asset Management Corp | 944 | $275 | 12/31/2023 | CRM | 944 | $275 | 12/31/2023 | Redhawk Wealth Advisors Inc. | 1,034 | $272 | 12/31/2023 | CRM | 1,034 | $272 | 12/31/2023 | MMA Asset Management LLC | 935 | $272 | 12/31/2023 | CRM | 935 | $272 | 12/31/2023 | Muirfield Wealth Advisors LLC | 1,032 | $272 | 12/31/2023 | CRM | 1,032 | $272 | 12/31/2023 | Founders Financial Alliance LLC | 1,031 | $271 | 12/31/2023 | CRM | 1,031 | $271 | 12/31/2023 | Phillips Wealth Planners LLC | 988 | $271 | 12/31/2023 | CRM | 988 | $271 | 12/31/2023 | Veracity Capital LLC | 1,026 | $270 | 12/31/2023 | CRM | 1,026 | $270 | 12/31/2023 | SFG Wealth Management LLC. | 1,025 | $270 | 12/31/2023 | CRM | 1,025 | $270 | 12/31/2023 | Goodman Advisory Group LLC | 1,023 | $269 | 12/31/2023 | CRM | 1,023 | $269 | 12/31/2023 | BlackDiamond Wealth Management Inc. | 930 | $268 | 12/31/2023 | CRM | 930 | $268 | 12/31/2023 | Frisch Financial Group Inc. | 1,014 | $267 | 12/31/2023 | CRM | 1,014 | $267 | 12/31/2023 | ICA Group Wealth Management LLC | 1,013 | $267 | 12/31/2023 | CRM | 1,013 | $267 | 12/31/2023 | United Community Bank | 1,015 | $267 | 12/31/2023 | CRM | 1,015 | $267 | 12/31/2023 | Burke & Herbert Bank & Trust Co. | 883 | $266 | 03/31/2024 | CRM | 883 | $266 | 03/31/2024 | Welch Group LLC | 881 | $265 | 03/31/2024 | CRM | 881 | $265 | 03/31/2024 | Select Asset Management & Trust | 1,005 | $265 | 12/31/2023 | CRM | 1,005 | $265 | 12/31/2023 | Pegasus Partners Ltd. | 1,007 | $265 | 12/31/2023 | CRM | 1,007 | $265 | 12/31/2023 | American Trust | 1,007 | $265 | 12/31/2023 | CRM | 1,007 | $265 | 12/31/2023 | CRA Financial Services LLC | 875 | $264 | 03/31/2024 | CRM | 875 | $264 | 03/31/2024 | CV Advisors LLC | 1,000 | $263 | 12/31/2023 | CRM | 1,000 | $263 | 12/31/2023 | Tower Wealth Partners Inc. | 870 | $262 | 03/31/2024 | CRM | 870 | $262 | 03/31/2024 | Sweet Financial Partners LLC | 997 | $262 | 12/31/2023 | CRM | 997 | $262 | 12/31/2023 | Reuter James Wealth Management LLC | 990 | $261 | 12/31/2023 | CRM | 990 | $261 | 12/31/2023 | Carson Advisory Inc. | 992 | $261 | 12/31/2023 | CRM | 992 | $261 | 12/31/2023 | Kayne Anderson Rudnick Investment Management LLC | 984 | $259 | 12/31/2023 | CRM | 984 | $259 | 12/31/2023 | Wellspring Financial Advisors LLC | 984 | $259 | 12/31/2023 | CRM | 984 | $259 | 12/31/2023 | Beverly Hills Private Wealth LLC | 984 | $259 | 12/31/2023 | CRM | 984 | $259 | 12/31/2023 | Allen Capital Group LLC | 857 | $258 | 03/31/2024 | CRM | 857 | $258 | 03/31/2024 | Pioneer Wealth Management Group | 856 | $258 | 03/31/2024 | CRM | 856 | $258 | 03/31/2024 | LongView Wealth Management | 858 | $258 | 03/31/2024 | CRM | 858 | $258 | 03/31/2024 | Rise Advisors LLC | 854 | $257 | 03/31/2024 | CRM | 854 | $257 | 03/31/2024 | Mosaic Family Wealth Partners LLC | 977 | $257 | 12/31/2023 | CRM | 977 | $257 | 12/31/2023 | Pictet North America Advisors SA | 972 | $256 | 12/31/2023 | CRM | 972 | $256 | 12/31/2023 | Oak Hill Wealth Advisors LLC | 972 | $256 | 12/31/2023 | CRM | 972 | $256 | 12/31/2023 | Account Management LLC | 970 | $255 | 12/31/2023 | CRM | 970 | $255 | 12/31/2023 | Smith Anglin Financial LLC | 969 | $255 | 12/31/2023 | CRM | 969 | $255 | 12/31/2023 | Monticello Wealth Management LLC | 969 | $255 | 12/31/2023 | CRM | 969 | $255 | 12/31/2023 | Summit Wealth Group LLC | 965 | $254 | 12/31/2023 | CRM | 965 | $254 | 12/31/2023 | Western Financial Corp CA | 964 | $254 | 12/31/2023 | CRM | 964 | $254 | 12/31/2023 | Prosperity Financial Group Inc. | 964 | $254 | 12/31/2023 | CRM | 964 | $254 | 12/31/2023 | Abel Hall LLC | 966 | $254 | 12/31/2023 | CRM | 966 | $254 | 12/31/2023 | Pure Financial Advisors Inc. | 840 | $253 | 03/31/2024 | CRM | 840 | $253 | 03/31/2024 | Grimes & Company Inc. | 838 | $252 | 03/31/2024 | CRM | 838 | $252 | 03/31/2024 | DCM Advisors LLC | 957 | $252 | 12/31/2023 | CRM | 957 | $252 | 12/31/2023 | Clifford Group LLC | 957 | $252 | 12/31/2023 | CRM | 957 | $252 | 12/31/2023 | Oarsman Capital Inc. | 955 | $251 | 12/31/2023 | CRM | 955 | $251 | 12/31/2023 | Private Advisory Group LLC | 953 | $251 | 12/31/2023 | CRM | 953 | $251 | 12/31/2023 | Abacus Wealth Partners LLC | 831 | $250 | 03/31/2024 | CRM | 831 | $250 | 03/31/2024 | Intrepid Financial Planning Group LLC | 948 | $249 | 12/31/2023 | CRM | 948 | $249 | 12/31/2023 | Abacus Planning Group Inc. | 825 | $248 | 03/31/2024 | CRM | 825 | $248 | 03/31/2024 | Stephens Investment Management Group LLC | 942 | $248 | 12/31/2023 | CRM | 942 | $248 | 12/31/2023 | Townsend & Associates Inc | 894 | $248 | 12/31/2023 | CRM | 894 | $248 | 12/31/2023 | Annis Gardner Whiting Capital Advisors LLC | 942 | $248 | 12/31/2023 | CRM | 942 | $248 | 12/31/2023 | Morling Financial Advisors LLC | 939 | $247 | 12/31/2023 | CRM | 939 | $247 | 12/31/2023 | Hamilton Capital LLC | 934 | $246 | 12/31/2023 | CRM | 934 | $246 | 12/31/2023 | Objective Capital Management LLC | 935 | $246 | 12/31/2023 | CRM | 935 | $246 | 12/31/2023 | Sound Income Strategies LLC | 815 | $245 | 03/31/2024 | CRM | 815 | $245 | 03/31/2024 | Mcdaniel Terry & Co. | 930 | $245 | 12/31/2023 | CRM | 930 | $245 | 12/31/2023 | JGP Wealth Management LLC | 931 | $245 | 12/31/2023 | CRM | 931 | $245 | 12/31/2023 | Ellsworth Advisors LLC | 828 | $244 | 03/31/2024 | CRM | 828 | $244 | 03/31/2024 | MainStreet Investment Advisors LLC | 927 | $244 | 12/31/2023 | CRM | 927 | $244 | 12/31/2023 | Morris Retirement Advisors LLC | 926 | $244 | 12/31/2023 | CRM | 926 | $244 | 12/31/2023 | MBL Wealth LLC | 928 | $244 | 12/31/2023 | CRM | 928 | $244 | 12/31/2023 | RHS Financial LLC | 808 | $243 | 03/31/2024 | CRM | 808 | $243 | 03/31/2024 | Forza Wealth Management LLC | 925 | $243 | 12/31/2023 | CRM | 925 | $243 | 12/31/2023 | Hexagon Capital Partners LLC | 802 | $242 | 03/31/2024 | CRM | 802 | $242 | 03/31/2024 | Echo45 Advisors LLC | 804 | $242 | 03/31/2024 | CRM | 804 | $242 | 03/31/2024 | Centiva Capital LP | | $242 | 12/31/2023 | Call | 28,100 | $7,394 | 12/31/2023 | Put | 27,500 | $7,236 | 12/31/2023 | CRM | 320 | $84 | 12/31/2023 | Eudaimonia Partners LLC | 921 | $242 | 12/31/2023 | CRM | 921 | $242 | 12/31/2023 | SOL Capital Management CO | 914 | $241 | 12/31/2023 | CRM | 914 | $241 | 12/31/2023 | Turtle Creek Wealth Advisors LLC | 915 | $241 | 12/31/2023 | CRM | 915 | $241 | 12/31/2023 | TruWealth Advisors LLC | 792 | $239 | 03/31/2024 | CRM | 792 | $239 | 03/31/2024 | Mosley Wealth Management | 792 | $239 | 03/31/2024 | CRM | 792 | $239 | 03/31/2024 | Legacy Capital Wealth Partners LLC | 909 | $239 | 12/31/2023 | CRM | 909 | $239 | 12/31/2023 | Elevatus Welath Management | 907 | $239 | 12/31/2023 | CRM | 907 | $239 | 12/31/2023 | Planning Capital Management Corp | 909 | $239 | 12/31/2023 | CRM | 909 | $239 | 12/31/2023 | Breakwater Capital Group | 789 | $238 | 03/31/2024 | CRM | 789 | $238 | 03/31/2024 | Apriem Advisors | 905 | $238 | 12/31/2023 | CRM | 905 | $238 | 12/31/2023 | Core Alternative Capital | 906 | $238 | 12/31/2023 | CRM | 906 | $238 | 12/31/2023 | Precedent Wealth Partners LLC | 904 | $238 | 12/31/2023 | CRM | 904 | $238 | 12/31/2023 | Financial Management Professionals Inc. | 785 | $237 | 03/31/2024 | CRM | 785 | $237 | 03/31/2024 | Shikiar Asset Management Inc. | 900 | $237 | 12/31/2023 | CRM | 900 | $237 | 12/31/2023 | Sustainable Insight Capital Management LLC | 899 | $237 | 12/31/2023 | CRM | 899 | $237 | 12/31/2023 | Acorn Creek Capital LLC | 902 | $237 | 12/31/2023 | CRM | 902 | $237 | 12/31/2023 | Avid Wealth Partners LLC | 898 | $236 | 12/31/2023 | CRM | 898 | $236 | 12/31/2023 | Accredited Investors Inc. | 892 | $235 | 12/31/2023 | CRM | 892 | $235 | 12/31/2023 | Security National Bank of SO Dak | 888 | $234 | 12/31/2023 | CRM | 888 | $234 | 12/31/2023 | Element Pointe Advisors LLC | 891 | $234 | 12/31/2023 | CRM | 891 | $234 | 12/31/2023 | Blossom Wealth Management | 888 | $234 | 12/31/2023 | CRM | 888 | $234 | 12/31/2023 | Aire Advisors LLC | 886 | $234 | 12/31/2023 | CRM | 886 | $234 | 12/31/2023 | Tempus Wealth Planning LLC | 887 | $233 | 12/31/2023 | CRM | 887 | $233 | 12/31/2023 | Wealth Effects LLC | 885 | $233 | 12/31/2023 | CRM | 885 | $233 | 12/31/2023 | Obsidian Personal Planning Solutions LLC | 880 | $232 | 12/31/2023 | CRM | 880 | $232 | 12/31/2023 | Patrick M Sweeney & Associates Inc. | 881 | $232 | 12/31/2023 | CRM | 881 | $232 | 12/31/2023 | CLARET ASSET MANAGEMENT Corp | 877 | $231 | 12/31/2023 | CRM | 877 | $231 | 12/31/2023 | Mechanics Bank Trust Department | 765 | $230 | 03/31/2024 | CRM | 765 | $230 | 03/31/2024 | Versant Capital Management Inc | 765 | $230 | 03/31/2024 | CRM | 765 | $230 | 03/31/2024 | Liberty Wealth Management LLC | 873 | $230 | 12/31/2023 | CRM | 873 | $230 | 12/31/2023 | TFC Financial Management | 875 | $230 | 12/31/2023 | CRM | 875 | $230 | 12/31/2023 | Keyes Stange & Wooten Wealth Management LLC | 874 | $230 | 12/31/2023 | CRM | 874 | $230 | 12/31/2023 | Exchange Bank | 759 | $229 | 03/31/2024 | CRM | 759 | $229 | 03/31/2024 | Capital Advisors Ltd. LLC | 753 | $227 | 03/31/2024 | CRM | 753 | $227 | 03/31/2024 | Kathmere Capital Management LLC | 755 | $227 | 03/31/2024 | CRM | 755 | $227 | 03/31/2024 | Coastal Bridge Advisors LLC | 861 | $227 | 12/31/2023 | CRM | 861 | $227 | 12/31/2023 | LWM Advisory Services LLC | 864 | $227 | 12/31/2023 | CRM | 864 | $227 | 12/31/2023 | Global Strategic Investment Solutions LLC | 864 | $227 | 12/31/2023 | CRM | 864 | $227 | 12/31/2023 | Humankind Investments LLC | 863 | $227 | 12/31/2023 | CRM | 863 | $227 | 12/31/2023 | Focused Wealth Management Inc | 857 | $226 | 12/31/2023 | CRM | 857 | $226 | 12/31/2023 | Aspen Grove Capital LLC | 904 | $226 | 12/31/2023 | CRM | 904 | $226 | 12/31/2023 | BCJ Capital Management LLC | 854 | $225 | 12/31/2023 | CRM | 854 | $225 | 12/31/2023 | Benchmark Investment Advisors LLC | 854 | $225 | 12/31/2023 | CRM | 854 | $225 | 12/31/2023 | Balanced Wealth Group LLC | 856 | $225 | 12/31/2023 | CRM | 856 | $225 | 12/31/2023 | Everett Harris & Co. CA | 852 | $224 | 12/31/2023 | CRM | 852 | $224 | 12/31/2023 | Onyx Bridge Wealth Group LLC | 849 | $223 | 12/31/2023 | CRM | 849 | $223 | 12/31/2023 | Crown Wealth Group LLC | 849 | $223 | 12/31/2023 | CRM | 849 | $223 | 12/31/2023 | Quantum Financial Advisors LLC | 846 | $223 | 12/31/2023 | CRM | 846 | $223 | 12/31/2023 | LRT Capital Management LLC | 844 | $222 | 12/31/2023 | CRM | 844 | $222 | 12/31/2023 | ASB Consultores LLC | 844 | $222 | 12/31/2023 | CRM | 844 | $222 | 12/31/2023 | West Paces Advisors Inc. | 734 | $221 | 03/31/2024 | CRM | 734 | $221 | 03/31/2024 | CCG Wealth Management LLC | 731 | $220 | 03/31/2024 | CRM | 731 | $220 | 03/31/2024 | Hoxton Planning & Management LLC | 730 | $220 | 03/31/2024 | CRM | 730 | $220 | 03/31/2024 | Archvest Wealth Advisors Inc. | 836 | $220 | 12/31/2023 | CRM | 836 | $220 | 12/31/2023 | Moss Adams Wealth Advisors LLC | 829 | $218 | 12/31/2023 | CRM | 829 | $218 | 12/31/2023 | Pier 88 Investment Partners LLC | 830 | $218 | 12/31/2023 | CRM | 830 | $218 | 12/31/2023 | Ethos Financial Group LLC | 827 | $218 | 12/31/2023 | CRM | 827 | $218 | 12/31/2023 | Affinity Capital Advisors LLC | 721 | $217 | 03/31/2024 | CRM | 721 | $217 | 03/31/2024 | GFS Advisors LLC | 820 | $216 | 12/31/2023 | CRM | 820 | $216 | 12/31/2023 | Holistic Financial Partners | 819 | $216 | 12/31/2023 | CRM | 819 | $216 | 12/31/2023 | Covestor Ltd | 819 | $216 | 12/31/2023 | CRM | 819 | $216 | 12/31/2023 | Vivaldi Capital Management LLC | 765 | $215 | 12/31/2023 | CRM | 765 | $215 | 12/31/2023 | Pensionmark Financial Group LLC | 815 | $214 | 12/31/2023 | CRM | 815 | $214 | 12/31/2023 | Financial Network Wealth Management LLC | 816 | $214 | 12/31/2023 | CRM | 816 | $214 | 12/31/2023 | Woodward Diversified Capital LLC | 815 | $214 | 12/31/2023 | CRM | 815 | $214 | 12/31/2023 | My Personal CFO LLC | 814 | $214 | 12/31/2023 | CRM | 814 | $214 | 12/31/2023 | Milestone Asset Management LLC | 814 | $214 | 12/31/2023 | CRM | 814 | $214 | 12/31/2023 | Hutchens & Kramer Investment Management Group LLC | 808 | $213 | 12/31/2023 | CRM | 808 | $213 | 12/31/2023 | Gray Wealth Management Inc. | 808 | $213 | 12/31/2023 | CRM | 808 | $213 | 12/31/2023 | Jag Capital Management LLC | 806 | $212 | 12/31/2023 | CRM | 806 | $212 | 12/31/2023 | Reynders McVeigh Capital Management LLC | 805 | $212 | 12/31/2023 | CRM | 805 | $212 | 12/31/2023 | Source Financial Advisors LLC | 804 | $212 | 12/31/2023 | CRM | 804 | $212 | 12/31/2023 | Apeiron RIA LLC | 702 | $211 | 03/31/2024 | CRM | 702 | $211 | 03/31/2024 | Front Row Advisors LLC | 800 | $211 | 12/31/2023 | CRM | 800 | $211 | 12/31/2023 | RKL Wealth Management LLC | 798 | $210 | 12/31/2023 | CRM | 798 | $210 | 12/31/2023 | HMS Capital Management LLC | 794 | $209 | 12/31/2023 | CRM | 794 | $209 | 12/31/2023 | D. B. Root & Company LLC | 690 | $208 | 03/31/2024 | CRM | 690 | $208 | 03/31/2024 | Sandbox Financial Partners LLC | 691 | $208 | 03/31/2024 | CRM | 691 | $208 | 03/31/2024 | Mount Yale Investment Advisors LLC | 790 | $208 | 12/31/2023 | CRM | 790 | $208 | 12/31/2023 | Beacon Capital Management LLC | 792 | $208 | 12/31/2023 | CRM | 792 | $208 | 12/31/2023 | 3Chopt Investment Partners LLC | 791 | $208 | 12/31/2023 | CRM | 791 | $208 | 12/31/2023 | Marion Wealth Management | 686 | $207 | 03/31/2024 | CRM | 686 | $207 | 03/31/2024 | Horizon Bancorp Inc. IN | 785 | $207 | 12/31/2023 | CRM | 785 | $207 | 12/31/2023 | Westover Capital Advisors LLC | 788 | $207 | 12/31/2023 | CRM | 788 | $207 | 12/31/2023 | Colonial Trust Co SC | 787 | $207 | 12/31/2023 | CRM | 787 | $207 | 12/31/2023 | ABLE Financial Group LLC | 785 | $207 | 12/31/2023 | CRM | 785 | $207 | 12/31/2023 | Cherrydale Wealth Management LLC | 684 | $206 | 03/31/2024 | CRM | 684 | $206 | 03/31/2024 | Manchester Capital Management LLC | 782 | $206 | 12/31/2023 | CRM | 782 | $206 | 12/31/2023 | Weaver Consulting Group | 681 | $205 | 03/31/2024 | CRM | 681 | $205 | 03/31/2024 | US Asset Management LLC | 681 | $205 | 03/31/2024 | CRM | 681 | $205 | 03/31/2024 | Affiance Financial LLC | 677 | $204 | 03/31/2024 | CRM | 677 | $204 | 03/31/2024 | Gill Capital Partners LLC | 775 | $204 | 12/31/2023 | CRM | 775 | $204 | 12/31/2023 | AJOVista LLC | 775 | $204 | 12/31/2023 | CRM | 775 | $204 | 12/31/2023 | Stewart & Patten Co. LLC | 673 | $203 | 03/31/2024 | CRM | 673 | $203 | 03/31/2024 | Warren Street Wealth Advisors LLC | 771 | $203 | 12/31/2023 | CRM | 771 | $203 | 12/31/2023 | J. L. Bainbridge & Co. Inc. | 771 | $203 | 12/31/2023 | CRM | 771 | $203 | 12/31/2023 | Alera Investment Advisors LLC | 771 | $203 | 12/31/2023 | CRM | 771 | $203 | 12/31/2023 | Concentrum Wealth Management | 771 | $203 | 12/31/2023 | CRM | 771 | $203 | 12/31/2023 | Baron Silver Stevens Financial Advisors LLC | 772 | $203 | 12/31/2023 | CRM | 772 | $203 | 12/31/2023 | ERn Financial LLC | 670 | $202 | 03/31/2024 | CRM | 670 | $202 | 03/31/2024 | Total Clarity Wealth Management Inc. | 766 | $202 | 12/31/2023 | CRM | 766 | $202 | 12/31/2023 | Willis Johnson & Associates Inc. | 769 | $202 | 12/31/2023 | CRM | 769 | $202 | 12/31/2023 | Edgestream Partners L.P. | 764 | $201 | 12/31/2023 | CRM | 764 | $201 | 12/31/2023 | Meridian Wealth Partners LLC | 762 | $201 | 12/31/2023 | CRM | 762 | $201 | 12/31/2023 | Richelieu Gestion PLC | 650 | $196 | 03/31/2024 | CRM | 650 | $196 | 03/31/2024 | WealthCollab LLC | 734 | $193 | 12/31/2023 | CRM | 734 | $193 | 12/31/2023 | Register Financial Advisors LLC | 637 | $192 | 03/31/2024 | CRM | 637 | $192 | 03/31/2024 | Sittner & Nelson LLC | 728 | $192 | 12/31/2023 | CRM | 728 | $192 | 12/31/2023 | Arvest Investments Inc. | 721 | $190 | 12/31/2023 | CRM | 721 | $190 | 12/31/2023 | DT Investment Partners LLC | 662 | $190 | 12/31/2023 | CRM | 662 | $190 | 12/31/2023 | West Branch Capital LLC | 713 | $188 | 12/31/2023 | CRM | 713 | $188 | 12/31/2023 | Blume Capital Management Inc. | 700 | $184 | 12/31/2023 | CRM | 700 | $184 | 12/31/2023 | Union Investments & Development Ltd. | 700 | $184 | 12/31/2023 | CRM | 700 | $184 | 12/31/2023 | Rockbridge Investment Management LCC | 692 | $182 | 12/31/2023 | CRM | 692 | $182 | 12/31/2023 | Fairfield Bush & CO. | 676 | $178 | 12/31/2023 | CRM | 676 | $178 | 12/31/2023 | Tompkins Financial Corp | 571 | $172 | 03/31/2024 | CRM | 571 | $172 | 03/31/2024 | Tyler Stone Wealth Management | 655 | $172 | 12/31/2023 | CRM | 655 | $172 | 12/31/2023 | SYSTM Wealth Solutions LLC | 647 | $170 | 12/31/2023 | CRM | 647 | $170 | 12/31/2023 | First Community Trust NA | 558 | $168 | 03/31/2024 | CRM | 558 | $168 | 03/31/2024 | Rakuten Securities Inc. | 624 | $164 | 12/31/2023 | CRM | 624 | $164 | 12/31/2023 | Globeflex Capital L P | 600 | $158 | 12/31/2023 | CRM | 600 | $158 | 12/31/2023 | First Foundation Advisors | 600 | $158 | 12/31/2023 | CRM | 600 | $158 | 12/31/2023 | SJS Investment Consulting Inc. | 511 | $154 | 03/31/2024 | CRM | 511 | $154 | 03/31/2024 | Banco de Sabadell S.A | 580 | $154 | 12/31/2023 | CRM | 580 | $154 | 12/31/2023 | OLD Point Trust & Financial Services N A | 578 | $152 | 12/31/2023 | CRM | 578 | $152 | 12/31/2023 | Optimum Investment Advisors | 500 | $151 | 03/31/2024 | CRM | 500 | $151 | 03/31/2024 | Atwood & Palmer Inc. | 499 | $150 | 03/31/2024 | CRM | 499 | $150 | 03/31/2024 | Pin Oak Investment Advisors Inc. | 553 | $146 | 12/31/2023 | CRM | 553 | $146 | 12/31/2023 | Wellington Shields & Co. LLC | 547 | $144 | 12/31/2023 | CRM | 547 | $144 | 12/31/2023 | EdgeRock Capital LLC | 500 | $143 | 12/31/2023 | CRM | 500 | $143 | 12/31/2023 | Hall Laurie J Trustee | 540 | $142 | 12/31/2023 | CRM | 540 | $142 | 12/31/2023 | Dakota Community Bank & Trust NA | 463 | $139 | 03/31/2024 | CRM | 463 | $139 | 03/31/2024 | Evergreen Private Wealth LLC | 459 | $138 | 03/31/2024 | CRM | 459 | $138 | 03/31/2024 | First Command Advisory Services Inc. | 505 | $133 | 12/31/2023 | CRM | 505 | $133 | 12/31/2023 | Kessler Investment Group LLC | 500 | $132 | 12/31/2023 | CRM | 500 | $132 | 12/31/2023 | Deseret Mutual Benefit Administrators | 498 | $131 | 12/31/2023 | CRM | 498 | $131 | 12/31/2023 | Hanson & Doremus Investment Management | 495 | $130 | 12/31/2023 | CRM | 495 | $130 | 12/31/2023 | Cordant Inc. | 422 | $127 | 03/31/2024 | CRM | 422 | $127 | 03/31/2024 | Mascoma Wealth Management LLC | 467 | $123 | 12/31/2023 | CRM | 467 | $123 | 12/31/2023 | Clean Yield Group | 461 | $121 | 12/31/2023 | CRM | 461 | $121 | 12/31/2023 | Atlas Capital Advisors LLC | 395 | $119 | 03/31/2024 | CRM | 395 | $119 | 03/31/2024 | Activest Wealth Management | 448 | $118 | 12/31/2023 | CRM | 448 | $118 | 12/31/2023 | Bell Investment Advisors Inc | 450 | $118 | 12/31/2023 | CRM | 450 | $118 | 12/31/2023 | Archer Investment Corp | 445 | $117 | 12/31/2023 | CRM | 445 | $117 | 12/31/2023 | SRS Capital Advisors Inc. | 437 | $115 | 12/31/2023 | CRM | 437 | $115 | 12/31/2023 | Eagle Bay Advisors LLC | 432 | $114 | 12/31/2023 | CRM | 432 | $114 | 12/31/2023 | GW&K Investment Management LLC | 419 | $110 | 12/31/2023 | CRM | 419 | $110 | 12/31/2023 | Carmichael Hill & Associates Inc. | | $110 | 12/31/2023 | Call | 400 | $105 | 12/31/2023 | CRM | 19 | $5 | 12/31/2023 | Northwest Investment Counselors LLC | 362 | $109 | 03/31/2024 | CRM | 362 | $109 | 03/31/2024 | Virtus Investment Advisers Inc. | 416 | $109 | 12/31/2023 | CRM | 416 | $109 | 12/31/2023 | Financial Connections Group Inc. | 416 | $109 | 12/31/2023 | CRM | 416 | $109 | 12/31/2023 | City Holding Co. | 360 | $108 | 03/31/2024 | CRM | 360 | $108 | 03/31/2024 | Richardson Capital Management LLC | 360 | $108 | 03/31/2024 | CRM | 360 | $108 | 03/31/2024 | Carolinas Wealth Consulting LLC | 408 | $107 | 12/31/2023 | CRM | 408 | $107 | 12/31/2023 | WFA Asset Management Corp | 400 | $105 | 12/31/2023 | CRM | 400 | $105 | 12/31/2023 | Strategic Investment Solutions Inc. IL | 393 | $103 | 12/31/2023 | CRM | 393 | $103 | 12/31/2023 | Cornerstone Planning Group LLC | 380 | $100 | 12/31/2023 | CRM | 380 | $100 | 12/31/2023 | Householder Group Estate & Retirement Specialist LLC | 377 | $99 | 12/31/2023 | CRM | 377 | $99 | 12/31/2023 | Cassady Schiller Wealth Management LLC | 365 | $96 | 12/31/2023 | CRM | 365 | $96 | 12/31/2023 | American Capital Advisory LLC | 360 | $95 | 12/31/2023 | CRM | 360 | $95 | 12/31/2023 | Bank of New Hampshire | 310 | $93 | 03/31/2024 | CRM | 310 | $93 | 03/31/2024 | JFS Wealth Advisors LLC | 353 | $93 | 12/31/2023 | CRM | 353 | $93 | 12/31/2023 | Estabrook Capital Management | 331 | $87 | 12/31/2023 | CRM | 331 | $87 | 12/31/2023 | Barrett & Company Inc. | 285 | $86 | 03/31/2024 | CRM | 285 | $86 | 03/31/2024 | RFP Financial Group LLC | 326 | $86 | 12/31/2023 | CRM | 326 | $86 | 12/31/2023 | Northwest Capital Management Inc | 283 | $85 | 03/31/2024 | CRM | 283 | $85 | 03/31/2024 | Armstrong Advisory Group Inc. | 281 | $85 | 03/31/2024 | CRM | 281 | $85 | 03/31/2024 | Bourgeon Capital Management LLC | 322 | $85 | 12/31/2023 | CRM | 322 | $85 | 12/31/2023 | Bay Harbor Wealth Management LLC | 324 | $85 | 12/31/2023 | CRM | 324 | $85 | 12/31/2023 | Community Bank N.A. | 314 | $83 | 12/31/2023 | CRM | 314 | $83 | 12/31/2023 | Prestige Wealth Management Group LLC | 316 | $83 | 12/31/2023 | CRM | 316 | $83 | 12/31/2023 | Ogorek Anthony Joseph NY ADV | 314 | $82 | 12/31/2023 | CRM | 314 | $82 | 12/31/2023 | Private Wealth Management Group LLC | 305 | $80 | 12/31/2023 | CRM | 305 | $80 | 12/31/2023 | DSM Capital Partners LLC | 299 | $79 | 12/31/2023 | CRM | 299 | $79 | 12/31/2023 | Delta Asset Management LLC TN | 295 | $78 | 12/31/2023 | CRM | 295 | $78 | 12/31/2023 | Logan Capital Management Inc. | 298 | $78 | 12/31/2023 | CRM | 298 | $78 | 12/31/2023 | Plante Moran Financial Advisors LLC | 293 | $77 | 12/31/2023 | CRM | 293 | $77 | 12/31/2023 | Blue Bell Private Wealth Management LLC | 279 | $73 | 12/31/2023 | CRM | 279 | $73 | 12/31/2023 | Live Oak Investment Partners | 270 | $71 | 12/31/2023 | CRM | 270 | $71 | 12/31/2023 | ZRC Wealth Management LLC | 270 | $71 | 12/31/2023 | CRM | 270 | $71 | 12/31/2023 | Able Wealth Management LLC | 265 | $70 | 12/31/2023 | CRM | 265 | $70 | 12/31/2023 | Resources Management Corp CT ADV | 263 | $69 | 12/31/2023 | CRM | 263 | $69 | 12/31/2023 | Hartford Financial Management Inc. | 259 | $68 | 12/31/2023 | CRM | 259 | $68 | 12/31/2023 | Tower View Investment Management & Research LLC | 260 | $68 | 12/31/2023 | CRM | 260 | $68 | 12/31/2023 | Tidemark LLC | 259 | $68 | 12/31/2023 | CRM | 259 | $68 | 12/31/2023 | Dunhill Financial LLC | 254 | $67 | 12/31/2023 | CRM | 254 | $67 | 12/31/2023 | FWL Investment Management LLC | 250 | $66 | 12/31/2023 | CRM | 250 | $66 | 12/31/2023 | Cherry Tree Wealth Management LLC | 251 | $66 | 12/31/2023 | CRM | 251 | $66 | 12/31/2023 | Institutional & Family Asset Management LLC | 248 | $65 | 12/31/2023 | CRM | 248 | $65 | 12/31/2023 | Baldwin Brothers Inc. MA | 213 | $64 | 03/31/2024 | CRM | 213 | $64 | 03/31/2024 | Pineridge Advisors LLC | 238 | $63 | 12/31/2023 | CRM | 238 | $63 | 12/31/2023 | First Personal Financial Services | 230 | $61 | 12/31/2023 | CRM | 230 | $61 | 12/31/2023 | Operose Advisors LLC | 231 | $61 | 12/31/2023 | CRM | 231 | $61 | 12/31/2023 | JCIC Asset Management Inc. | 224 | $59 | 12/31/2023 | CRM | 224 | $59 | 12/31/2023 | CGC Financial Services LLC | 223 | $59 | 12/31/2023 | CRM | 223 | $59 | 12/31/2023 | Peoples Bank KS | 190 | $57 | 03/31/2024 | CRM | 190 | $57 | 03/31/2024 | Slocum Gordon & Co LLP | 218 | $57 | 12/31/2023 | CRM | 218 | $57 | 12/31/2023 | Sachetta LLC | 209 | $55 | 12/31/2023 | CRM | 209 | $55 | 12/31/2023 | Farmers & Merchants Trust Co of Chambersburg PA | 207 | $54 | 12/31/2023 | CRM | 207 | $54 | 12/31/2023 | Emerald Advisers LLC | 200 | $53 | 12/31/2023 | CRM | 200 | $53 | 12/31/2023 | Caldwell Sutter Capital Inc. | 193 | $51 | 12/31/2023 | CRM | 193 | $51 | 12/31/2023 | Hanseatic Management Services Inc. | 193 | $51 | 12/31/2023 | CRM | 193 | $51 | 12/31/2023 | Tortoise Investment Management LLC | 195 | $51 | 12/31/2023 | CRM | 195 | $51 | 12/31/2023 | Kapitalo Investimentos Ltda | 193 | $51 | 12/31/2023 | CRM | 193 | $51 | 12/31/2023 | Rosenberg Matthew Hamilton | 194 | $51 | 12/31/2023 | CRM | 194 | $51 | 12/31/2023 | Quarry LP | 193 | $51 | 12/31/2023 | CRM | 193 | $51 | 12/31/2023 | McIlrath & Eck LLC | 188 | $49 | 12/31/2023 | CRM | 188 | $49 | 12/31/2023 | Pacific Center for Financial Services | 184 | $48 | 12/31/2023 | CRM | 184 | $48 | 12/31/2023 | Tucker Asset Management LLC | 182 | $48 | 12/31/2023 | CRM | 182 | $48 | 12/31/2023 | Tradewinds Capital Management LLC | 174 | $46 | 12/31/2023 | CRM | 174 | $46 | 12/31/2023 | Stephenson National Bank & Trust | 150 | $45 | 03/31/2024 | CRM | 150 | $45 | 03/31/2024 | Macroview Investment Management LLC | 168 | $44 | 12/31/2023 | CRM | 168 | $44 | 12/31/2023 | McCarthy Grittinger Financial Group LLC | 165 | $43 | 12/31/2023 | CRM | 165 | $43 | 12/31/2023 | Caitlin John LLC | 162 | $43 | 12/31/2023 | CRM | 162 | $43 | 12/31/2023 | Pflug Koory LLC | 138 | $42 | 03/31/2024 | CRM | 138 | $42 | 03/31/2024 | AlphaMark Advisors LLC | 136 | $41 | 03/31/2024 | CRM | 136 | $41 | 03/31/2024 | Perkins Coie Trust Co | 135 | $41 | 03/31/2024 | CRM | 135 | $41 | 03/31/2024 | Pacifica Partners Inc. | 130 | $40 | 03/31/2024 | CRM | 130 | $40 | 03/31/2024 | FSA Wealth Management LLC | 153 | $40 | 12/31/2023 | CRM | 153 | $40 | 12/31/2023 | GHP Investment Advisors Inc. | 149 | $39 | 12/31/2023 | CRM | 149 | $39 | 12/31/2023 | Hoey Investments Inc. | 150 | $39 | 12/31/2023 | CRM | 150 | $39 | 12/31/2023 | Accent Capital Management LLC | 150 | $39 | 12/31/2023 | CRM | 150 | $39 | 12/31/2023 | Glass Jacobson Investment Advisors llc | 140 | $37 | 12/31/2023 | CRM | 140 | $37 | 12/31/2023 | Kathleen S. Wright Associates Inc. | 117 | $35 | 03/31/2024 | CRM | 117 | $35 | 03/31/2024 | Creekmur Asset Management LLC | 134 | $35 | 12/31/2023 | CRM | 134 | $35 | 12/31/2023 | IAG Wealth Partners LLC | 130 | $34 | 12/31/2023 | CRM | 130 | $34 | 12/31/2023 | MCF Advisors LLC | 111 | $33 | 03/31/2024 | CRM | 111 | $33 | 03/31/2024 | Cedar Mountain Advisors LLC | 111 | $33 | 03/31/2024 | CRM | 111 | $33 | 03/31/2024 | Retirement Group LLC | 121 | $32 | 12/31/2023 | CRM | 121 | $32 | 12/31/2023 | Union Savings Bank | 120 | $32 | 12/31/2023 | CRM | 120 | $32 | 12/31/2023 | Gables Capital Management Inc. | 116 | $31 | 12/31/2023 | CRM | 116 | $31 | 12/31/2023 | Emfo LLC | 117 | $31 | 12/31/2023 | CRM | 117 | $31 | 12/31/2023 | Main Street Group LTD | 119 | $31 | 12/31/2023 | CRM | 119 | $31 | 12/31/2023 | Impact Partnership Wealth LLC | 119 | $31 | 12/31/2023 | CRM | 119 | $31 | 12/31/2023 | Colonial Trust Advisors | 113 | $30 | 12/31/2023 | CRM | 113 | $30 | 12/31/2023 | Oakworth Capital Inc. | 115 | $30 | 12/31/2023 | CRM | 115 | $30 | 12/31/2023 | Signature Resources Capital Management LLC | 97 | $29 | 03/31/2024 | CRM | 97 | $29 | 03/31/2024 | Aspect Partners LLC | 109 | $29 | 12/31/2023 | CRM | 109 | $29 | 12/31/2023 | Private Ocean LLC | 92 | $28 | 03/31/2024 | CRM | 92 | $28 | 03/31/2024 | Mendota Financial Group LLC | 107 | $28 | 12/31/2023 | CRM | 107 | $28 | 12/31/2023 | Belmont Capital LLC | 101 | $27 | 12/31/2023 | CRM | 101 | $27 | 12/31/2023 | Oliver Lagore Vanvalin Investment Group | 102 | $27 | 12/31/2023 | CRM | 102 | $27 | 12/31/2023 | Dividend Assets Capital LLC | 100 | $26 | 12/31/2023 | CRM | 100 | $26 | 12/31/2023 | RE Dickinson Investment Advisors LLC | 100 | $26 | 12/31/2023 | CRM | 100 | $26 | 12/31/2023 | Tacita Capital Inc | 100 | $26 | 12/31/2023 | CRM | 100 | $26 | 12/31/2023 | Bear Mountain Capital Inc. | 97 | $26 | 12/31/2023 | CRM | 97 | $26 | 12/31/2023 | Cohen & Steers Inc. | 94 | $25 | 12/31/2023 | CRM | 94 | $25 | 12/31/2023 | Lee Financial Co | 83 | $22 | 12/31/2023 | CRM | 83 | $22 | 12/31/2023 | Frazier Financial Advisors LLC | 85 | $22 | 12/31/2023 | CRM | 85 | $22 | 12/31/2023 | Voisard Asset Management Group Inc. | 69 | $21 | 03/31/2024 | CRM | 69 | $21 | 03/31/2024 | FSC Wealth Advisors LLC | 68 | $20 | 03/31/2024 | CRM | 68 | $20 | 03/31/2024 | Bruce G. Allen Investments LLC | 68 | $20 | 03/31/2024 | CRM | 68 | $20 | 03/31/2024 | Mark Sheptoff Financial Planning LLC | 75 | $20 | 12/31/2023 | CRM | 75 | $20 | 12/31/2023 | Sugarloaf Wealth Management LLC | 76 | $20 | 12/31/2023 | CRM | 76 | $20 | 12/31/2023 | Knott David M Jr | 77 | $20 | 12/31/2023 | CRM | 77 | $20 | 12/31/2023 | Financial Perspectives Inc | 77 | $20 | 12/31/2023 | CRM | 77 | $20 | 12/31/2023 | Wiser Advisor Group LLC | 77 | $20 | 12/31/2023 | CRM | 77 | $20 | 12/31/2023 | First PREMIER Bank | 63 | $19 | 03/31/2024 | CRM | 63 | $19 | 03/31/2024 | Trust Co | 60 | $18 | 03/31/2024 | CRM | 60 | $18 | 03/31/2024 | Annapolis Financial Services LLC | 59 | $18 | 03/31/2024 | CRM | 59 | $18 | 03/31/2024 | Costello Asset Management INC | 69 | $18 | 12/31/2023 | CRM | 69 | $18 | 12/31/2023 | Bellevue Asset Management LLC | 70 | $18 | 12/31/2023 | CRM | 70 | $18 | 12/31/2023 | Long Island Wealth Management Inc. | 69 | $18 | 12/31/2023 | CRM | 69 | $18 | 12/31/2023 | PFS Partners LLC | 58 | $17 | 03/31/2024 | CRM | 58 | $17 | 03/31/2024 | Naples Money Management LLC | 63 | $17 | 12/31/2023 | CRM | 63 | $17 | 12/31/2023 | LFA Lugano Financial Advisors SA | 62 | $16 | 12/31/2023 | CRM | 62 | $16 | 12/31/2023 | Disciplined Equity Management Inc. | 62 | $16 | 12/31/2023 | CRM | 62 | $16 | 12/31/2023 | Coston McIsaac & Partners | 47 | $14 | 03/31/2024 | CRM | 47 | $14 | 03/31/2024 | Arlington Trust Co LLC | 47 | $14 | 03/31/2024 | CRM | 47 | $14 | 03/31/2024 | PARK CIRCLE Co | 54 | $14 | 12/31/2023 | CRM | 54 | $14 | 12/31/2023 | Avion Wealth | 52 | $14 | 12/31/2023 | CRM | 52 | $14 | 12/31/2023 | Evolution Advisers Inc. | 55 | $14 | 12/31/2023 | CRM | 55 | $14 | 12/31/2023 | Criterion Capital Advisors LLC | 42 | $13 | 03/31/2024 | CRM | 42 | $13 | 03/31/2024 | PrairieView Partners LLC | 50 | $13 | 12/31/2023 | CRM | 50 | $13 | 12/31/2023 | Mechanics Financial Corp | 50 | $13 | 12/31/2023 | CRM | 50 | $13 | 12/31/2023 | Westend Capital Management LLC | 41 | $12 | 03/31/2024 | CRM | 41 | $12 | 03/31/2024 | HHM Wealth Advisors LLC | 44 | $12 | 12/31/2023 | CRM | 44 | $12 | 12/31/2023 | New England Capital Financial Advisors LLC | 45 | $12 | 12/31/2023 | CRM | 45 | $12 | 12/31/2023 | Country Trust Bank | 36 | $11 | 03/31/2024 | CRM | 36 | $11 | 03/31/2024 | Atticus Wealth Management LLC | 36 | $11 | 03/31/2024 | CRM | 36 | $11 | 03/31/2024 | Clear Investment Research LLC | 41 | $11 | 12/31/2023 | CRM | 41 | $11 | 12/31/2023 | Morton Brown Family Wealth LLC | 42 | $11 | 12/31/2023 | CRM | 42 | $11 | 12/31/2023 | Valued Wealth Advisors LLC | 43 | $11 | 12/31/2023 | CRM | 43 | $11 | 12/31/2023 | Princeton Global Asset Management LLC | 35 | $9 | 12/31/2023 | CRM | 35 | $9 | 12/31/2023 | DiNuzzo Private Wealth Inc. | 34 | $9 | 12/31/2023 | CRM | 34 | $9 | 12/31/2023 | Carolina Wealth Advisors LLC | 26 | $8 | 03/31/2024 | CRM | 26 | $8 | 03/31/2024 | Godsey & Gibb Associates | 30 | $8 | 12/31/2023 | CRM | 30 | $8 | 12/31/2023 | Ruedi Wealth Management Inc. | 30 | $8 | 12/31/2023 | CRM | 30 | $8 | 12/31/2023 | VitalStone Financial LLC | 30 | $8 | 12/31/2023 | CRM | 30 | $8 | 12/31/2023 | Gold Investment Management Ltd. | 31 | $8 | 12/31/2023 | CRM | 31 | $8 | 12/31/2023 | Ranger Investment Management L.P. | 28 | $7 | 12/31/2023 | CRM | 28 | $7 | 12/31/2023 | Bollard Group LLC | 25 | $7 | 12/31/2023 | CRM | 25 | $7 | 12/31/2023 | Davidson Capital Management Inc. | 28 | $7 | 12/31/2023 | CRM | 28 | $7 | 12/31/2023 | Vima LLC | 28 | $7 | 12/31/2023 | CRM | 28 | $7 | 12/31/2023 | Jackson Grant Investment Advisers Inc. | 22 | $6 | 12/31/2023 | CRM | 22 | $6 | 12/31/2023 | Your Advocates Ltd. LLP | 24 | $6 | 12/31/2023 | CRM | 24 | $6 | 12/31/2023 | Lowe Wealth Advisors LLC | 18 | $5 | 03/31/2024 | CRM | 18 | $5 | 03/31/2024 | Stone House Investment Management LLC | 18 | $5 | 12/31/2023 | CRM | 18 | $5 | 12/31/2023 | Vermillion & White Wealth Management Group LLC | 19 | $5 | 12/31/2023 | CRM | 19 | $5 | 12/31/2023 | Beaird Harris Wealth Management LLC | 18 | $5 | 12/31/2023 | CRM | 18 | $5 | 12/31/2023 | Abich Financial Wealth Management LLC | 18 | $5 | 12/31/2023 | CRM | 18 | $5 | 12/31/2023 | Moisand Fitzgerald Tamayo LLC | 14 | $4 | 03/31/2024 | CRM | 14 | $4 | 03/31/2024 | PayPay Securities Corp | 14 | $4 | 03/31/2024 | CRM | 14 | $4 | 03/31/2024 | Centerpoint Advisors LLC | 15 | $4 | 12/31/2023 | CRM | 15 | $4 | 12/31/2023 | Keener Financial Planning LLC | 15 | $4 | 12/31/2023 | CRM | 15 | $4 | 12/31/2023 | Lummis Asset Management LP | 14 | $4 | 12/31/2023 | CRM | 14 | $4 | 12/31/2023 | Financial Synergies Wealth Advisors Inc. | 9 | $3 | 03/31/2024 | CRM | 9 | $3 | 03/31/2024 | Point72 Asia Singapore Pte. Ltd. | 11 | $3 | 12/31/2023 | CRM | 11 | $3 | 12/31/2023 | Ritter Daniher Financial Advisory LLC DE | 13 | $3 | 12/31/2023 | CRM | 13 | $3 | 12/31/2023 | Hobbs Group Advisors LLC | 10 | $3 | 12/31/2023 | CRM | 10 | $3 | 12/31/2023 | TD Capital Management LLC | 9 | $2 | 12/31/2023 | CRM | 9 | $2 | 12/31/2023 | Transamerica Financial Advisors Inc. | 7 | $2 | 12/31/2023 | CRM | 7 | $2 | 12/31/2023 | Sanctuary Wealth Management L.L.C. | 6 | $2 | 12/31/2023 | CRM | 6 | $2 | 12/31/2023 | Twin Lakes Capital Management LLC | 8 | $2 | 12/31/2023 | CRM | 8 | $2 | 12/31/2023 | Delos Wealth Advisors LLC | 6 | $2 | 12/31/2023 | CRM | 6 | $2 | 12/31/2023 | Ulland Investment Advisors LLC | 6 | $2 | 12/31/2023 | CRM | 6 | $2 | 12/31/2023 | DecisionPoint Financial LLC | 6 | $2 | 12/31/2023 | CRM | 6 | $2 | 12/31/2023 | True Wealth Design LLC | 7 | $2 | 12/31/2023 | CRM | 7 | $2 | 12/31/2023 | Insight Financial Services | 3 | $1 | 03/31/2024 | CRM | 3 | $1 | 03/31/2024 | Piscataqua Savings Bank | 4 | $1 | 03/31/2024 | CRM | 4 | $1 | 03/31/2024 | Stephens Consulting LLC | 4 | $1 | 03/31/2024 | CRM | 4 | $1 | 03/31/2024 | Duncker Streett & Co. Inc. | 3 | $1 | 12/31/2023 | CRM | 3 | $1 | 12/31/2023 | Perritt Capital Management Inc. | 5 | $1 | 12/31/2023 | CRM | 5 | $1 | 12/31/2023 | Nalls Sherbakoff Group LLC | 5 | $1 | 12/31/2023 | CRM | 5 | $1 | 12/31/2023 | Foster Dykema Cabot & Partners LLC | 3 | $1 | 12/31/2023 | CRM | 3 | $1 | 12/31/2023 | Roble Belko & Company Inc | 0 | $0 | 03/31/2024 | CRM | 0 | $0 | 03/31/2024 | Readystate Asset Management LP | | $0 | 12/31/2023 | Put | 15,100 | $3,973 | 12/31/2023 | Call | 15,100 | $3,973 | 12/31/2023 | XY Capital Ltd | | $0 | 12/31/2023 | Put | 6,700 | $1,763 | 12/31/2023 | Call | 6,700 | $1,763 | 12/31/2023 | Koesten Hirschmann & Crabtree INC. | 1 | $0 | 12/31/2023 | CRM | 1 | $0 | 12/31/2023 | Marathon Trading Investment Management LLC | | $-272 | 12/31/2023 | Put | 141,300 | $37,182 | 12/31/2023 | CRM | 138,767 | $36,515 | 12/31/2023 | Call | 1,500 | $395 | 12/31/2023 | Maven Securities LTD | | $-510 | 12/31/2023 | Put | 13,800 | $3,631 | 12/31/2023 | Call | 7,800 | $2,052 | 12/31/2023 | CRM | 4,064 | $1,069 | 12/31/2023 | Morgens Waterfall Vintiadis & Co. Inc. | | $-737 | 12/31/2023 | Put | 2,800 | $737 | 12/31/2023 | CenterStar Asset Management LLC | | $-1,612 | 03/31/2024 | Put | 6,400 | $1,928 | 03/31/2024 | CRM | 1,049 | $316 | 03/31/2024 | Optiver Holding B.V. | | $-1,790 | 12/31/2023 | Put | 519,600 | $136,728 | 12/31/2023 | Call | 512,800 | $134,938 | 12/31/2023 | Verition Fund Management LLC | | $-2,732 | 12/31/2023 | Put | 31,300 | $8,236 | 12/31/2023 | Call | 15,900 | $4,184 | 12/31/2023 | CRM | 5,016 | $1,320 | 12/31/2023 | SpiderRock Advisors LLC | | $-3,312 | 12/31/2023 | Put | 18,400 | $3,312 | 12/31/2023 | CMT Capital Markets Trading GmbH | | $-5,341 | 12/31/2023 | Put | 85,400 | $22,472 | 12/31/2023 | Call | 49,600 | $13,052 | 12/31/2023 | CRM | 15,500 | $4,079 | 12/31/2023 | Jane Street Group LLC | | $-5,390 | 12/31/2023 | Put | 1,987,500 | $522,991 | 12/31/2023 | Call | 1,125,400 | $296,138 | 12/31/2023 | CRM | 841,617 | $221,463 | 12/31/2023 | BlueCrest Capital Management Ltd | | $-9,431 | 12/31/2023 | Put | 40,500 | $10,657 | 12/31/2023 | CRM | 4,659 | $1,226 | 12/31/2023 | Capital Markets Trading UK LLP | | $-10,473 | 12/31/2023 | Put | 59,400 | $15,631 | 12/31/2023 | Call | 19,600 | $5,158 | 12/31/2023 | Wolverine Asset Management LLC | | $-11,973 | 12/31/2023 | Put | 114,000 | $29,998 | 12/31/2023 | Call | 68,500 | $18,025 | 12/31/2023 | Eisler Capital US LLC | | $-12,499 | 12/31/2023 | Put | 80,600 | $21,209 | 12/31/2023 | Call | 33,100 | $8,710 | 12/31/2023 | Laurion Capital Management LP | | $-20,920 | 12/31/2023 | Put | 142,900 | $37,603 | 12/31/2023 | Call | 63,400 | $16,683 | 12/31/2023 | Parallax Volatility Advisers L.P. | | $-24,840 | 12/31/2023 | Put | 307,100 | $80,810 | 12/31/2023 | Call | 212,700 | $55,970 | 12/31/2023 | Millennium Management LLC | | $-26,483 | 12/31/2023 | Put | 2,368,600 | $623,273 | 12/31/2023 | CRM | 1,519,756 | $399,909 | 12/31/2023 | Call | 748,200 | $196,881 | 12/31/2023 | IMC Chicago LLC | | $-32,649 | 03/31/2024 | Put | 771,800 | $232,451 | 03/31/2024 | Call | 642,100 | $193,388 | 03/31/2024 | CRM | 21,297 | $6,414 | 03/31/2024 | Simplex Trading LLC | | $-42,764 | 12/31/2023 | Put | 1,106,200 | $291,085 | 12/31/2023 | Call | 790,000 | $207,880 | 12/31/2023 | CRM | 153,687 | $40,441 | 12/31/2023 | Eisler Capital UK Ltd. | | $-51,936 | 12/31/2023 | Put | 247,696 | $65,179 | 12/31/2023 | Call | 29,119 | $7,662 | 12/31/2023 | CRM | 21,211 | $5,581 | 12/31/2023 | Walleye Trading LLC | | $-76,048 | 12/31/2023 | Put | 775,000 | $203,934 | 12/31/2023 | Call | 486,000 | $127,886 | 12/31/2023 | Walleye Capital LLC | | $-78,029 | 12/31/2023 | Put | 522,100 | $137,385 | 12/31/2023 | Call | 131,700 | $34,656 | 12/31/2023 | CRM | 93,868 | $24,700 | 12/31/2023 | Capital Fund Management S.A. | | $-86,784 | 12/31/2023 | Put | 663,900 | $174,699 | 12/31/2023 | Call | 334,100 | $87,915 | 12/31/2023 | Capstone Investment Advisors LLC | | $-116,421 | 12/31/2023 | Put | 622,600 | $163,831 | 12/31/2023 | Call | 179,900 | $47,339 | 12/31/2023 | CRM | 268 | $71 | 12/31/2023 | Mendel Money Management | | $-202,618 | 12/31/2023 | Put | 770 | $202,618 | 12/31/2023 | Curated Wealth Partners LLC | 892 | $-268,653 | 03/31/2024 | Put | 892 | $268,653 | 03/31/2024 |
See Summary: Institutional Holders of Salesforce
See Details: Top 10 Hedge Funds Holding Salesforce
Also See: CRM Insider Buying
Also See: CRM Holdings Changes
Analysts Forecast: Salesforce Price Target
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