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On this page, we present all of the funds holding SCZ from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding SCZ, with a link to that fund's top holdings. The next columns
indicate the amount of SCZ stock held by each of the funds holding SCZ, followed by the SCZ position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 674 funds holding SCZ within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Jones Financial Companies Lllp. For more details on the positions held by Jones Financial Companies Lllp
(or by any of the other funds holding SCZ), click the fund name in the "Holder" column of the funds-holding-SCZ table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Jones Financial Companies Lllp | 19,175,618 | $1,186,971 | 12/31/2023 | | SCZ | 19,175,618 | $1,186,971 | 12/31/2023 | | Natixis Advisors L.P. | 7,212,720 | $456,782 | 03/31/2024 | | SCZ | 7,212,720 | $456,782 | 03/31/2024 | | State of New Jersey Common Pension Fund D | 5,265,236 | $325,918 | 12/31/2023 | | SCZ | 5,265,236 | $325,918 | 12/31/2023 | | Creative Planning | 5,169,029 | $319,963 | 12/31/2023 | | SCZ | 5,169,029 | $319,963 | 12/31/2023 | | Morgan Stanley | 4,573,711 | $283,113 | 12/31/2023 | | SCZ | 4,573,711 | $283,113 | 12/31/2023 | | FMR LLC | 4,459,415 | $276,038 | 12/31/2023 | | SCZ | 4,459,415 | $276,038 | 12/31/2023 | | Bank of New York Mellon Corp | 4,113,258 | $260,493 | 03/31/2024 | | SCZ | 4,113,258 | $260,493 | 03/31/2024 | | TIAA Trust National Association | 4,192,336 | $259,506 | 12/31/2023 | | SCZ | 4,192,336 | $259,506 | 12/31/2023 | | Matson Money. Inc. | 4,130,987 | $255,708 | 12/31/2023 | | SCZ | 4,130,987 | $255,708 | 12/31/2023 | | Goldman Sachs Group Inc. | 3,888,833 | $240,719 | 12/31/2023 | | SCZ | 3,888,833 | $240,719 | 12/31/2023 | | BlackRock Inc. | 2,871,443 | $177,742 | 12/31/2023 | | SCZ | 2,871,443 | $177,742 | 12/31/2023 | | Bank of America Corp DE | 2,009,064 | $124,361 | 12/31/2023 | | SCZ | 2,009,064 | $124,361 | 12/31/2023 | | The PNC Financial Services Group Inc. | 1,985,675 | $122,913 | 12/31/2023 | | SCZ | 1,985,675 | $122,913 | 12/31/2023 | | Modera Wealth Management LLC | 1,900,922 | $117,667 | 12/31/2023 | | SCZ | 1,900,922 | $117,667 | 12/31/2023 | | Washington Trust Bank | 1,520,200 | $94,100 | 12/31/2023 | | SCZ | 1,520,200 | $94,100 | 12/31/2023 | | Envestnet Asset Management Inc. | 1,443,639 | $89,361 | 12/31/2023 | | SCZ | 1,443,639 | $89,361 | 12/31/2023 | | Northern Trust Corp | 1,294,540 | $80,132 | 12/31/2023 | | SCZ | 1,294,540 | $80,132 | 12/31/2023 | | BKD Wealth Advisors LLC | 1,202,370 | $76,146 | 03/31/2024 | | SCZ | 1,202,370 | $76,146 | 03/31/2024 | | Mill Creek Capital Advisors LLC | 1,205,712 | $74,634 | 12/31/2023 | | SCZ | 1,205,712 | $74,634 | 12/31/2023 | | Jane Street Group LLC | 1,078,438 | $66,755 | 12/31/2023 | | SCZ | 1,078,438 | $66,755 | 12/31/2023 | | UBS Group AG | 1,062,554 | $65,772 | 12/31/2023 | | SCZ | 1,062,554 | $65,772 | 12/31/2023 | | HighTower Advisors LLC | 930,269 | $57,588 | 12/31/2023 | | SCZ | 930,269 | $57,588 | 12/31/2023 | | Cassaday & Co Wealth Management LLC | 909,805 | $56,317 | 12/31/2023 | | SCZ | 909,805 | $56,317 | 12/31/2023 | | Bank of Montreal Can | 867,707 | $53,807 | 12/31/2023 | | SCZ | 867,707 | $53,807 | 12/31/2023 | | Lake Street Advisors Group LLC | 763,870 | $47,284 | 12/31/2023 | | SCZ | 763,870 | $47,284 | 12/31/2023 | | Kabouter Management LLC | 723,473 | $44,826 | 12/31/2023 | | SCZ | 723,473 | $44,826 | 12/31/2023 | | CI Private Wealth LLC | 675,668 | $41,824 | 12/31/2023 | | SCZ | 675,668 | $41,824 | 12/31/2023 | | State of Tennessee Treasury Department | 656,424 | $40,633 | 12/31/2023 | | SCZ | 656,424 | $40,633 | 12/31/2023 | | One Capital Management LLC | 633,821 | $39,234 | 12/31/2023 | | SCZ | 633,821 | $39,234 | 12/31/2023 | | Halbert Hargrove Global Advisors LLC | 606,034 | $38,380 | 03/31/2024 | | SCZ | 606,034 | $38,380 | 03/31/2024 | | Northwestern Mutual Wealth Management Co. | 579,203 | $35,853 | 12/31/2023 | | SCZ | 579,203 | $35,853 | 12/31/2023 | | Coldstream Capital Management Inc. | 567,258 | $35,113 | 12/31/2023 | | SCZ | 567,258 | $35,113 | 12/31/2023 | | Franklin Resources Inc. | 544,045 | $33,676 | 12/31/2023 | | SCZ | 544,045 | $33,676 | 12/31/2023 | | Avantax Advisory Services Inc. | 529,502 | $32,776 | 12/31/2023 | | SCZ | 529,502 | $32,776 | 12/31/2023 | | LPL Financial LLC | 525,826 | $32,549 | 12/31/2023 | | SCZ | 525,826 | $32,549 | 12/31/2023 | | Colony Group LLC | 499,309 | $30,907 | 12/31/2023 | | SCZ | 499,309 | $30,907 | 12/31/2023 | | Ballentine Partners LLC | 483,585 | $30,625 | 03/31/2024 | | SCZ | 483,585 | $30,625 | 03/31/2024 | | Buckingham Strategic Wealth LLC | 490,580 | $30,367 | 12/31/2023 | | SCZ | 490,580 | $30,367 | 12/31/2023 | | Truist Financial Corp | 438,294 | $27,130 | 12/31/2023 | | SCZ | 438,294 | $27,130 | 12/31/2023 | | RSM US Wealth Management LLC | 422,614 | $26,160 | 12/31/2023 | | SCZ | 422,614 | $26,160 | 12/31/2023 | | Plancorp LLC | 421,922 | $26,117 | 12/31/2023 | | SCZ | 421,922 | $26,117 | 12/31/2023 | | Moneta Group Investment Advisors LLC | 412,347 | $25,524 | 12/31/2023 | | SCZ | 412,347 | $25,524 | 12/31/2023 | | Equitable Holdings Inc. | 404,675 | $25,049 | 12/31/2023 | | SCZ | 404,675 | $25,049 | 12/31/2023 | | Wells Fargo & Company MN | 399,310 | $24,717 | 12/31/2023 | | SCZ | 399,310 | $24,717 | 12/31/2023 | | Baker Avenue Asset Management LP | 398,192 | $24,648 | 12/31/2023 | | SCZ | 398,192 | $24,648 | 12/31/2023 | | Mariner LLC | 352,403 | $21,814 | 12/31/2023 | | SCZ | 352,403 | $21,814 | 12/31/2023 | | Wellington Management Group LLP | 348,800 | $21,591 | 12/31/2023 | | SCZ | 348,800 | $21,591 | 12/31/2023 | | Shakespeare Wealth Management Inc. | 325,998 | $20,179 | 12/31/2023 | | SCZ | 325,998 | $20,179 | 12/31/2023 | | Fifth Third Bancorp | 301,603 | $19,101 | 03/31/2024 | | SCZ | 301,603 | $19,101 | 03/31/2024 | | Brand Asset Management Group Inc. | 286,558 | $17,738 | 12/31/2023 | | SCZ | 286,558 | $17,738 | 12/31/2023 | | Advisor Group Holdings Inc. | 285,564 | $17,683 | 12/31/2023 | | SCZ | 285,564 | $17,683 | 12/31/2023 | | Bear Mountain Capital Inc. | 290,423 | $17,597 | 03/31/2024 | | SCZ | 290,423 | $17,597 | 03/31/2024 | | Wealthcare Advisory Partners LLC | 277,547 | $17,577 | 03/31/2024 | | SCZ | 277,547 | $17,577 | 03/31/2024 | | Captrust Financial Advisors | 277,392 | $17,171 | 12/31/2023 | | SCZ | 277,392 | $17,171 | 12/31/2023 | | Quadrant Capital Group LLC | 272,920 | $16,894 | 12/31/2023 | | SCZ | 272,920 | $16,894 | 12/31/2023 | | Russell Investments Group Ltd. | 264,628 | $16,380 | 12/31/2023 | | SCZ | 264,628 | $16,380 | 12/31/2023 | | Shore Point Advisors LLC | 257,845 | $15,961 | 12/31/2023 | | SCZ | 257,845 | $15,961 | 12/31/2023 | | Royal Bank of Canada | 255,969 | $15,845 | 12/31/2023 | | SCZ | 255,969 | $15,845 | 12/31/2023 | | Commonwealth Equity Services LLC | 254,897 | $15,778 | 12/31/2023 | | SCZ | 254,897 | $15,778 | 12/31/2023 | | M&T Bank Corp | 252,094 | $15,605 | 12/31/2023 | | SCZ | 252,094 | $15,605 | 12/31/2023 | | Envestnet Portfolio Solutions Inc. | 245,435 | $15,192 | 12/31/2023 | | SCZ | 245,435 | $15,192 | 12/31/2023 | | Savant Capital LLC | 236,041 | $14,611 | 12/31/2023 | | SCZ | 236,041 | $14,611 | 12/31/2023 | | Pathstone Holdings LLC | 232,541 | $14,394 | 12/31/2023 | | SCZ | 232,541 | $14,394 | 12/31/2023 | | Stifel Financial Corp | 228,740 | $14,159 | 12/31/2023 | | SCZ | 228,740 | $14,159 | 12/31/2023 | | Full Sail Capital LLC | 217,965 | $13,492 | 12/31/2023 | | SCZ | 217,965 | $13,492 | 12/31/2023 | | MAI Capital Management | 214,307 | $13,266 | 12/31/2023 | | SCZ | 214,307 | $13,266 | 12/31/2023 | | American Financial Advisors LLC | 207,725 | $13,155 | 03/31/2024 | | SCZ | 207,725 | $13,155 | 03/31/2024 | | Nuveen Asset Management LLC | 207,022 | $12,815 | 12/31/2023 | | SCZ | 207,022 | $12,815 | 12/31/2023 | | First Citizens Bank & Trust Co. | 201,744 | $12,776 | 03/31/2024 | | SCZ | 201,744 | $12,776 | 03/31/2024 | | Exencial Wealth Advisors LLC | 203,933 | $12,623 | 12/31/2023 | | SCZ | 203,933 | $12,623 | 12/31/2023 | | Checchi Capital Advisers LLC | 196,214 | $12,426 | 03/31/2024 | | SCZ | 196,214 | $12,426 | 03/31/2024 | | Austin Private Wealth LLC | 191,694 | $12,065 | 03/31/2024 | | SCZ | 191,694 | $12,065 | 03/31/2024 | | Wealth Architects LLC | 194,396 | $12,033 | 12/31/2023 | | SCZ | 194,396 | $12,033 | 12/31/2023 | | Mission Wealth Management LP | 194,211 | $12,022 | 12/31/2023 | | SCZ | 194,211 | $12,022 | 12/31/2023 | | Citigroup Inc. | 193,379 | $11,970 | 12/31/2023 | | SCZ | 193,379 | $11,970 | 12/31/2023 | | Parcion Private Wealth LLC | 184,810 | $11,704 | 03/31/2024 | | SCZ | 184,810 | $11,704 | 03/31/2024 | | Klingman & Associates LLC | 188,072 | $11,642 | 12/31/2023 | | SCZ | 188,072 | $11,642 | 12/31/2023 | | Pure Financial Advisors Inc. | 178,736 | $11,319 | 03/31/2024 | | SCZ | 178,736 | $11,319 | 03/31/2024 | | Alesco Advisors LLC | 180,124 | $11,150 | 12/31/2023 | | SCZ | 180,124 | $11,150 | 12/31/2023 | | CIBC World Markets Inc. | 179,050 | $11,083 | 12/31/2023 | | SCZ | 179,050 | $11,083 | 12/31/2023 | | Oppenheimer Asset Management Inc. | 172,936 | $10,705 | 12/31/2023 | | SCZ | 172,936 | $10,705 | 12/31/2023 | | Warren Averett Asset Management LLC | 170,836 | $10,575 | 12/31/2023 | | SCZ | 170,836 | $10,575 | 12/31/2023 | | Harding Loevner LP | 166,388 | $10,299 | 12/31/2023 | | SCZ | 166,388 | $10,299 | 12/31/2023 | | State of Wisconsin Board of Commissioners of Public Lands | 166,219 | $10,289 | 12/31/2023 | | SCZ | 166,219 | $10,289 | 12/31/2023 | | MML Investors Services LLC | 162,814 | $10,078 | 12/31/2023 | | SCZ | 162,814 | $10,078 | 12/31/2023 | | Falcon Wealth Planning | 158,768 | $10,055 | 03/31/2024 | | SCZ | 158,768 | $10,055 | 03/31/2024 | | Barclays PLC | 155,865 | $9,648 | 12/31/2023 | | SCZ | 155,865 | $9,648 | 12/31/2023 | | Wealth Enhancement Advisory Services LLC | 148,990 | $9,436 | 03/31/2024 | | SCZ | 148,990 | $9,436 | 03/31/2024 | | Covenant Partners LLC | 152,253 | $9,424 | 12/31/2023 | | SCZ | 152,253 | $9,424 | 12/31/2023 | | RTD Financial Advisors Inc. | 147,236 | $9,324 | 03/31/2024 | | SCZ | 147,236 | $9,324 | 03/31/2024 | | Ameriprise Financial Inc. | 148,439 | $9,188 | 12/31/2023 | | SCZ | 148,439 | $9,188 | 12/31/2023 | | Flow Traders U.S. LLC | 140,298 | $8,684 | 12/31/2023 | | SCZ | 140,298 | $8,684 | 12/31/2023 | | WESCAP Management Group Inc. | 135,960 | $8,416 | 12/31/2023 | | SCZ | 135,960 | $8,416 | 12/31/2023 | | Schoolcraft Capital LLC | 131,988 | $8,359 | 03/31/2024 | | SCZ | 131,988 | $8,359 | 03/31/2024 | | Baird Financial Group Inc. | 134,887 | $8,350 | 12/31/2023 | | SCZ | 134,887 | $8,350 | 12/31/2023 | | Fairhaven Wealth Management LLC | 131,092 | $8,115 | 12/31/2023 | | SCZ | 131,092 | $8,115 | 12/31/2023 | | Shoker Investment Counsel Inc. | 127,641 | $7,901 | 12/31/2023 | | SCZ | 127,641 | $7,901 | 12/31/2023 | | Larson Financial Group LLC | 127,035 | $7,863 | 12/31/2023 | | SCZ | 127,035 | $7,863 | 12/31/2023 | | Twin Focus Capital Partners LLC | 125,837 | $7,789 | 12/31/2023 | | SCZ | 125,837 | $7,789 | 12/31/2023 | | Ifrah Financial Services Inc. | 121,049 | $7,493 | 12/31/2023 | | SCZ | 121,049 | $7,493 | 12/31/2023 | | Brighton Jones LLC | 120,269 | $7,445 | 12/31/2023 | | SCZ | 120,269 | $7,445 | 12/31/2023 | | Charles Schwab Trust Co | 117,218 | $7,423 | 03/31/2024 | | SCZ | 117,218 | $7,423 | 03/31/2024 | | State Street Corp | 117,044 | $7,245 | 12/31/2023 | | SCZ | 117,044 | $7,245 | 12/31/2023 | | Pinnacle Associates Ltd. | 113,811 | $7,208 | 03/31/2024 | | SCZ | 113,811 | $7,208 | 03/31/2024 | | Investors Research Corp | 115,603 | $7,156 | 12/31/2023 | | SCZ | 115,603 | $7,156 | 12/31/2023 | | Adviser Investments LLC | 114,542 | $7,090 | 12/31/2023 | | SCZ | 114,542 | $7,090 | 12/31/2023 | | OLD Mission Capital LLC | 113,827 | $7,046 | 12/31/2023 | | SCZ | 113,827 | $7,046 | 12/31/2023 | | Omega Financial Group LLC | 110,239 | $6,981 | 03/31/2024 | | SCZ | 110,239 | $6,981 | 03/31/2024 | | Cullen Frost Bankers Inc. | 112,330 | $6,953 | 12/31/2023 | | SCZ | 112,330 | $6,953 | 12/31/2023 | | US Bancorp DE | 111,310 | $6,890 | 12/31/2023 | | SCZ | 111,310 | $6,890 | 12/31/2023 | | Great Lakes Advisors LLC | 110,032 | $6,811 | 12/31/2023 | | SCZ | 110,032 | $6,811 | 12/31/2023 | | Sound Stewardship LLC | 108,891 | $6,740 | 12/31/2023 | | SCZ | 108,891 | $6,740 | 12/31/2023 |  Susquehanna International Group LLP | | $6,655 | 12/31/2023 | | SCZ | 120,911 | $7,484 | 12/31/2023 | | Put | 18,100 | $1,120 | 12/31/2023 | | Call | 4,700 | $291 | 12/31/2023 | | DORVAL Corp | 105,355 | $6,453 | 03/31/2024 | | SCZ | 105,355 | $6,453 | 03/31/2024 | | Private Portfolio Partners LLC | 103,511 | $6,407 | 12/31/2023 | | SCZ | 103,511 | $6,407 | 12/31/2023 | | D.A. Davidson & CO. | 102,634 | $6,353 | 12/31/2023 | | SCZ | 102,634 | $6,353 | 12/31/2023 | | JPMorgan Chase & Co. | 101,572 | $6,287 | 12/31/2023 | | SCZ | 101,572 | $6,287 | 12/31/2023 | | Integrated Wealth Concepts LLC | 98,199 | $6,079 | 12/31/2023 | | SCZ | 98,199 | $6,079 | 12/31/2023 | | Bank of Stockton | 95,465 | $6,046 | 03/31/2024 | | SCZ | 95,465 | $6,046 | 03/31/2024 | | Raymond James & Associates | 94,733 | $5,999 | 03/31/2024 | | SCZ | 94,733 | $5,999 | 03/31/2024 | | Quent Capital LLC | 94,346 | $5,840 | 12/31/2023 | | SCZ | 94,346 | $5,840 | 12/31/2023 | | Pinnacle Wealth Management Advisory Group LLC | 92,686 | $5,737 | 12/31/2023 | | SCZ | 92,686 | $5,737 | 12/31/2023 | | Bank of Hawaii | 92,574 | $5,730 | 12/31/2023 | | SCZ | 92,574 | $5,730 | 12/31/2023 | | Lincoln National Corp | 91,821 | $5,684 | 12/31/2023 | | SCZ | 91,821 | $5,684 | 12/31/2023 | | Cornerstone Management Inc. | 90,725 | $5,616 | 12/31/2023 | | SCZ | 90,725 | $5,616 | 12/31/2023 | | Cetera Advisor Networks LLC | 89,169 | $5,520 | 12/31/2023 | | SCZ | 89,169 | $5,520 | 12/31/2023 | | Heritage Trust Co | 88,405 | $5,472 | 12/31/2023 | | SCZ | 88,405 | $5,472 | 12/31/2023 | | Boston Private Wealth LLC | 86,835 | $5,375 | 12/31/2023 | | SCZ | 86,835 | $5,375 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 84,612 | $5,358 | 03/31/2024 | | SCZ | 84,612 | $5,358 | 03/31/2024 | | Cetera Investment Advisers | 86,247 | $5,339 | 12/31/2023 | | SCZ | 86,247 | $5,339 | 12/31/2023 | | First Citizens Asset Management Inc. | 86,793 | $5,321 | 12/31/2023 | | SCZ | 86,793 | $5,321 | 12/31/2023 | | Baystate Wealth Management LLC | 85,292 | $5,280 | 12/31/2023 | | SCZ | 85,292 | $5,280 | 12/31/2023 | | Beacon Pointe Advisors LLC | 84,218 | $5,213 | 12/31/2023 | | SCZ | 84,218 | $5,213 | 12/31/2023 | | Bessemer Group Inc. | 83,775 | $5,186 | 12/31/2023 | | SCZ | 83,775 | $5,186 | 12/31/2023 | | Glenmede Trust Co. NA | 82,918 | $5,133 | 12/31/2023 | | SCZ | 82,918 | $5,133 | 12/31/2023 | | Comerica Bank | 82,484 | $5,106 | 12/31/2023 | | SCZ | 82,484 | $5,106 | 12/31/2023 | | Klaas Financial Asset Advisors LLC | 80,412 | $5,093 | 03/31/2024 | | SCZ | 80,412 | $5,093 | 03/31/2024 | | Brooklyn FI LLC | 80,214 | $5,080 | 03/31/2024 | | SCZ | 80,214 | $5,080 | 03/31/2024 | | Cambridge Investment Research Advisors Inc. | 79,203 | $5,016 | 03/31/2024 | | SCZ | 79,203 | $5,016 | 03/31/2024 | | Adroit Compliance LLC | 79,139 | $4,899 | 12/31/2023 | | SCZ | 79,139 | $4,899 | 12/31/2023 | | GWM Advisors LLC | 79,102 | $4,743 | 12/31/2023 | | SCZ | 79,102 | $4,743 | 12/31/2023 | | American Century Companies Inc. | 76,373 | $4,727 | 12/31/2023 | | SCZ | 76,373 | $4,727 | 12/31/2023 | | Clearwater Capital Advisors LLC | 75,608 | $4,680 | 12/31/2023 | | SCZ | 75,608 | $4,680 | 12/31/2023 | | Wade G W & Inc. | 75,346 | $4,664 | 12/31/2023 | | SCZ | 75,346 | $4,664 | 12/31/2023 | | Latigo Investments LLC | 74,019 | $4,582 | 12/31/2023 | | SCZ | 74,019 | $4,582 | 12/31/2023 | | Moody National Bank Trust Division | 70,743 | $4,480 | 03/31/2024 | | SCZ | 70,743 | $4,480 | 03/31/2024 | | Harbor Advisory Corp MA | 72,062 | $4,461 | 12/31/2023 | | SCZ | 72,062 | $4,461 | 12/31/2023 | | Financiere des Professionnels Fonds d investissement inc. | 69,500 | $4,401 | 03/31/2024 | | SCZ | 69,500 | $4,401 | 03/31/2024 | | Merriman Wealth Management LLC | 70,726 | $4,378 | 12/31/2023 | | SCZ | 70,726 | $4,378 | 12/31/2023 | | Keel Point LLC | 68,987 | $4,369 | 03/31/2024 | | SCZ | 68,987 | $4,369 | 03/31/2024 | | Cambridge Associates LLC MA ADV | 70,421 | $4,359 | 12/31/2023 | | SCZ | 70,421 | $4,359 | 12/31/2023 | | UMB Bank N A MO | 67,329 | $4,264 | 03/31/2024 | | SCZ | 67,329 | $4,264 | 03/31/2024 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 66,256 | $4,095 | 12/31/2023 | | SCZ | 66,256 | $4,095 | 12/31/2023 | | FCA Corp TX | 65,685 | $4,066 | 12/31/2023 | | SCZ | 65,685 | $4,066 | 12/31/2023 | | My Personal CFO LLC | 63,570 | $4,026 | 03/31/2024 | | SCZ | 63,570 | $4,026 | 03/31/2024 | | Encompass Wealth Advisors LLC | 64,756 | $4,008 | 12/31/2023 | | SCZ | 64,756 | $4,008 | 12/31/2023 | | Fonville Wealth Management LLC | 62,831 | $3,979 | 03/31/2024 | | SCZ | 62,831 | $3,979 | 03/31/2024 | | Stock Yards Bank & Trust Co. | 64,019 | $3,963 | 12/31/2023 | | SCZ | 64,019 | $3,963 | 12/31/2023 | | Lwmg LLC | 63,430 | $3,926 | 12/31/2023 | | SCZ | 63,430 | $3,926 | 12/31/2023 | | IFG Advisors LLC | 61,099 | $3,869 | 03/31/2024 | | SCZ | 61,099 | $3,869 | 03/31/2024 | | Aspiriant LLC | 59,094 | $3,742 | 03/31/2024 | | SCZ | 59,094 | $3,742 | 03/31/2024 | | Wsfs Capital Management LLC | 60,273 | $3,731 | 12/31/2023 | | SCZ | 60,273 | $3,731 | 12/31/2023 | | Simplicity Wealth LLC | 58,666 | $3,715 | 03/31/2024 | | SCZ | 58,666 | $3,715 | 03/31/2024 | | Acropolis Investment Management LLC | 58,333 | $3,694 | 03/31/2024 | | SCZ | 58,333 | $3,694 | 03/31/2024 | | Total Wealth Planning LLC | 57,674 | $3,652 | 03/31/2024 | | SCZ | 57,674 | $3,652 | 03/31/2024 | | Kestra Private Wealth Services LLC | 57,514 | $3,560 | 12/31/2023 | | SCZ | 57,514 | $3,560 | 12/31/2023 | | LTG Capital LLC | 55,884 | $3,476 | 12/31/2023 | | SCZ | 55,884 | $3,476 | 12/31/2023 | | Pensionmark Financial Group LLC | 54,591 | $3,379 | 12/31/2023 | | SCZ | 54,591 | $3,379 | 12/31/2023 | | Sawtooth Solutions LLC | 54,261 | $3,359 | 12/31/2023 | | SCZ | 54,261 | $3,359 | 12/31/2023 | | Bleakley Financial Group LLC | 54,261 | $3,359 | 12/31/2023 | | SCZ | 54,261 | $3,359 | 12/31/2023 | | Goldstein Advisors LLC | 53,689 | $3,323 | 12/31/2023 | | SCZ | 53,689 | $3,323 | 12/31/2023 | | Cahill Financial Advisors Inc. | 53,088 | $3,286 | 12/31/2023 | | SCZ | 53,088 | $3,286 | 12/31/2023 | | Bartlett & Co. LLC | 52,835 | $3,274 | 12/31/2023 | | SCZ | 52,835 | $3,274 | 12/31/2023 | | Bartlett & CO. Wealth Management LLC | 52,835 | $3,274 | 12/31/2023 | | SCZ | 52,835 | $3,274 | 12/31/2023 | | Mercer Global Advisors Inc. ADV | 52,605 | $3,256 | 12/31/2023 | | SCZ | 52,605 | $3,256 | 12/31/2023 | | Auto Owners Insurance Co | 52,300 | $3,238 | 12/31/2023 | | SCZ | 52,300 | $3,238 | 12/31/2023 | | Meeder Asset Management Inc. | 51,671 | $3,198 | 12/31/2023 | | SCZ | 51,671 | $3,198 | 12/31/2023 | | NBT Bank N A NY | 49,912 | $3,161 | 03/31/2024 | | SCZ | 49,912 | $3,161 | 03/31/2024 | | Efficient Advisors LLC | 50,780 | $3,143 | 12/31/2023 | | SCZ | 50,780 | $3,143 | 12/31/2023 | | Rehmann Capital Advisory Group | 50,635 | $3,134 | 12/31/2023 | | SCZ | 50,635 | $3,134 | 12/31/2023 | | STA Wealth Management LLC | 50,398 | $3,120 | 12/31/2023 | | SCZ | 50,398 | $3,120 | 12/31/2023 | | Martin & Co. Inc. TN | 49,756 | $3,080 | 12/31/2023 | | SCZ | 49,756 | $3,080 | 12/31/2023 | | AE Wealth Management LLC | 49,932 | $3,020 | 12/31/2023 | | SCZ | 49,932 | $3,020 | 12/31/2023 | | Telos Capital Management Inc. | 47,205 | $2,990 | 03/31/2024 | | SCZ | 47,205 | $2,990 | 03/31/2024 | | Vance Wealth Inc. | 46,814 | $2,898 | 12/31/2023 | | SCZ | 46,814 | $2,898 | 12/31/2023 | | ClariVest Asset Management LLC | 46,222 | $2,861 | 12/31/2023 | | SCZ | 46,222 | $2,861 | 12/31/2023 | | Hancock Whitney Corp | 45,980 | $2,846 | 12/31/2023 | | SCZ | 45,980 | $2,846 | 12/31/2023 | | Regal Investment Advisors LLC | 45,873 | $2,840 | 12/31/2023 | | SCZ | 45,873 | $2,840 | 12/31/2023 | | Pallas Capital Advisors LLC | 44,147 | $2,796 | 03/31/2024 | | SCZ | 44,147 | $2,796 | 03/31/2024 | | Probity Advisors Inc. | 44,928 | $2,781 | 12/31/2023 | | SCZ | 44,928 | $2,781 | 12/31/2023 | | Miracle Mile Advisors LLC | 43,512 | $2,756 | 03/31/2024 | | SCZ | 43,512 | $2,756 | 03/31/2024 | | Summit Trail Advisors LLC | 43,500 | $2,755 | 03/31/2024 | | SCZ | 43,500 | $2,755 | 03/31/2024 | | Nicholas Hoffman & Company LLC. | 43,474 | $2,753 | 03/31/2024 | | SCZ | 43,474 | $2,753 | 03/31/2024 | | Narus Financial Partners LLC | 43,458 | $2,752 | 03/31/2024 | | SCZ | 43,458 | $2,752 | 03/31/2024 | | Parkside Financial Bank & Trust | 44,336 | $2,744 | 12/31/2023 | | SCZ | 44,336 | $2,744 | 12/31/2023 | | Disciplined Investments LLC | 43,025 | $2,725 | 03/31/2024 | | SCZ | 43,025 | $2,725 | 03/31/2024 | | Morris Financial Concepts Inc. | 42,769 | $2,709 | 03/31/2024 | | SCZ | 42,769 | $2,709 | 03/31/2024 | | NorthStar Asset Management LLC NJ | 43,629 | $2,701 | 12/31/2023 | | SCZ | 43,629 | $2,701 | 12/31/2023 | | Coyle Financial Counsel LLC | 43,088 | $2,667 | 12/31/2023 | | SCZ | 43,088 | $2,667 | 12/31/2023 | | Central Bank & Trust Co. | 41,956 | $2,657 | 03/31/2024 | | SCZ | 41,956 | $2,657 | 03/31/2024 | | BIP Wealth LLC | 41,766 | $2,585 | 12/31/2023 | | SCZ | 41,766 | $2,585 | 12/31/2023 | | Abacus Planning Group Inc. | 40,405 | $2,559 | 03/31/2024 | | SCZ | 40,405 | $2,559 | 03/31/2024 | | Acorn Financial Advisory Services Inc. ADV | 41,439 | $2,516 | 12/31/2023 | | SCZ | 41,439 | $2,516 | 12/31/2023 | | Citizens Financial Group Inc RI | 40,304 | $2,495 | 12/31/2023 | | SCZ | 40,304 | $2,495 | 12/31/2023 | | PrairieView Partners LLC | 39,915 | $2,471 | 12/31/2023 | | SCZ | 39,915 | $2,471 | 12/31/2023 | | Acadian Asset Management LLC | 39,858 | $2,466 | 12/31/2023 | | SCZ | 39,858 | $2,466 | 12/31/2023 | | Elm Partners Management LLC | 39,678 | $2,456 | 12/31/2023 | | SCZ | 39,678 | $2,456 | 12/31/2023 | | Richard W. Paul & Associates LLC | 39,550 | $2,448 | 12/31/2023 | | SCZ | 39,550 | $2,448 | 12/31/2023 | | M Holdings Securities Inc. | 38,863 | $2,406 | 12/31/2023 | | SCZ | 38,863 | $2,406 | 12/31/2023 | | Corrigan Financial Inc. | 37,944 | $2,403 | 03/31/2024 | | SCZ | 37,944 | $2,403 | 03/31/2024 | | FDx Advisors Inc. | 38,722 | $2,397 | 12/31/2023 | | SCZ | 38,722 | $2,397 | 12/31/2023 | | Foundation Wealth Management LLC | 38,668 | $2,394 | 12/31/2023 | | SCZ | 38,668 | $2,394 | 12/31/2023 | | Pointe Capital Management LLC | 38,578 | $2,388 | 12/31/2023 | | SCZ | 38,578 | $2,388 | 12/31/2023 | | Perigon Wealth Management LLC | 37,266 | $2,307 | 12/31/2023 | | SCZ | 37,266 | $2,307 | 12/31/2023 | | IHT Wealth Management LLC | 36,681 | $2,271 | 12/31/2023 | | SCZ | 36,681 | $2,271 | 12/31/2023 | | Frontier Asset Management LLC | 36,650 | $2,269 | 12/31/2023 | | SCZ | 36,650 | $2,269 | 12/31/2023 | | Financial Counselors Inc. | 36,093 | $2,234 | 12/31/2023 | | SCZ | 36,093 | $2,234 | 12/31/2023 | | MRP Capital Investments LLC | 35,411 | $2,192 | 12/31/2023 | | SCZ | 35,411 | $2,192 | 12/31/2023 | | Dynamic Advisor Solutions LLC | 34,525 | $2,186 | 03/31/2024 | | SCZ | 34,525 | $2,186 | 03/31/2024 | | Cresset Asset Management LLC | 34,640 | $2,144 | 12/31/2023 | | SCZ | 34,640 | $2,144 | 12/31/2023 | | Beacon Harbor Wealth Advisors Inc. | 34,298 | $2,123 | 12/31/2023 | | SCZ | 34,298 | $2,123 | 12/31/2023 | | Simon Quick Advisors LLC | 32,965 | $2,088 | 03/31/2024 | | SCZ | 32,965 | $2,088 | 03/31/2024 | | Prosperity Planning Inc. | 32,645 | $2,067 | 03/31/2024 | | SCZ | 32,645 | $2,067 | 03/31/2024 | | Droms Strauss Advisors Inc. MO ADV | 32,903 | $2,037 | 12/31/2023 | | SCZ | 32,903 | $2,037 | 12/31/2023 | | Canopy Partners LLC | 32,359 | $2,003 | 12/31/2023 | | SCZ | 32,359 | $2,003 | 12/31/2023 | | Reston Wealth Management LLC | 31,653 | $1,959 | 12/31/2023 | | SCZ | 31,653 | $1,959 | 12/31/2023 | | Noble Family Wealth LLC | 30,814 | $1,951 | 03/31/2024 | | SCZ | 30,814 | $1,951 | 03/31/2024 | | CI Investments Inc. | 31,410 | $1,944 | 12/31/2023 | | SCZ | 31,410 | $1,944 | 12/31/2023 | | New World Advisors LLC | 30,249 | $1,916 | 03/31/2024 | | SCZ | 30,249 | $1,916 | 03/31/2024 | | Guidance Point Advisors LLC | 30,817 | $1,909 | 12/31/2023 | | SCZ | 30,817 | $1,909 | 12/31/2023 | | Park Avenue Securities LLC | 29,802 | $1,887 | 03/31/2024 | | SCZ | 29,802 | $1,887 | 03/31/2024 | | Aire Advisors LLC | 30,441 | $1,885 | 12/31/2023 | | SCZ | 30,441 | $1,885 | 12/31/2023 | | Fifth Third Wealth Advisors LLC | 29,575 | $1,873 | 03/31/2024 | | SCZ | 29,575 | $1,873 | 03/31/2024 | | Crewe Advisors LLC | 30,033 | $1,859 | 12/31/2023 | | SCZ | 30,033 | $1,859 | 12/31/2023 | | Wetherby Asset Management Inc. | 30,001 | $1,857 | 12/31/2023 | | SCZ | 30,001 | $1,857 | 12/31/2023 | | Single Point Partners LLC | 28,961 | $1,834 | 03/31/2024 | | SCZ | 28,961 | $1,834 | 03/31/2024 | | Endowment Wealth Management Inc. | 28,911 | $1,790 | 12/31/2023 | | SCZ | 28,911 | $1,790 | 12/31/2023 | | David Loasby | 29,256 | $1,770 | 12/31/2023 | | SCZ | 29,256 | $1,770 | 12/31/2023 | | Girard Partners LTD. | 28,582 | $1,769 | 12/31/2023 | | SCZ | 28,582 | $1,769 | 12/31/2023 | | Atlas Capital Advisors LLC | 27,559 | $1,745 | 03/31/2024 | | SCZ | 27,559 | $1,745 | 03/31/2024 | | Steward Partners Investment Advisory LLC | 28,046 | $1,736 | 12/31/2023 | | SCZ | 28,046 | $1,736 | 12/31/2023 | | Global Retirement Partners LLC | 27,061 | $1,714 | 03/31/2024 | | SCZ | 27,061 | $1,714 | 03/31/2024 | | Victory Capital Management Inc. | 27,630 | $1,710 | 12/31/2023 | | SCZ | 27,630 | $1,710 | 12/31/2023 | | McAdam LLC | 26,956 | $1,707 | 03/31/2024 | | SCZ | 26,956 | $1,707 | 03/31/2024 | | Janney Montgomery Scott LLC | 27,364 | $1,694 | 12/31/2023 | | SCZ | 27,364 | $1,694 | 12/31/2023 | | Vise Technologies Inc. | 27,171 | $1,682 | 12/31/2023 | | SCZ | 27,171 | $1,682 | 12/31/2023 | | Wescott Financial Advisory Group LLC | 26,555 | $1,644 | 12/31/2023 | | SCZ | 26,555 | $1,644 | 12/31/2023 | | Advisory Services Network LLC | 26,096 | $1,615 | 12/31/2023 | | SCZ | 26,096 | $1,615 | 12/31/2023 | | Principal Securities Inc. | 25,852 | $1,600 | 12/31/2023 | | SCZ | 25,852 | $1,600 | 12/31/2023 | | Prosperity Consulting Group LLC | 25,777 | $1,596 | 12/31/2023 | | SCZ | 25,777 | $1,596 | 12/31/2023 | | White Wing Wealth Management | 25,064 | $1,580 | 03/31/2024 | | SCZ | 25,064 | $1,580 | 03/31/2024 | | Cary Street Partners Investment Advisory LLC | 24,793 | $1,535 | 12/31/2023 | | SCZ | 24,793 | $1,535 | 12/31/2023 | | Allworth Financial LP | 24,054 | $1,523 | 03/31/2024 | | SCZ | 24,054 | $1,523 | 03/31/2024 | | Family Firm Inc. | 24,588 | $1,522 | 12/31/2023 | | SCZ | 24,588 | $1,522 | 12/31/2023 | | Sterling Financial Planning Inc. | 24,105 | $1,492 | 12/31/2023 | | SCZ | 24,105 | $1,492 | 12/31/2023 | | Great Point Wealth Advisors LLC | 24,047 | $1,489 | 12/31/2023 | | SCZ | 24,047 | $1,489 | 12/31/2023 | | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 24,028 | $1,487 | 12/31/2023 | | SCZ | 24,028 | $1,487 | 12/31/2023 | | Buckingham Strategic Partners | 23,925 | $1,481 | 12/31/2023 | | SCZ | 23,925 | $1,481 | 12/31/2023 | | Day & Ennis LLC | 23,822 | $1,475 | 12/31/2023 | | SCZ | 23,822 | $1,475 | 12/31/2023 | | Capital Analysts LLC | 23,839 | $1,475 | 12/31/2023 | | SCZ | 23,839 | $1,475 | 12/31/2023 | | Mutual Advisors LLC | 23,734 | $1,469 | 12/31/2023 | | SCZ | 23,734 | $1,469 | 12/31/2023 | | Dohj LLC | 23,039 | $1,459 | 03/31/2024 | | SCZ | 23,039 | $1,459 | 03/31/2024 | | Evanson Asset Management LLC | 22,649 | $1,434 | 03/31/2024 | | SCZ | 22,649 | $1,434 | 03/31/2024 | | Lee Financial Co | 23,023 | $1,425 | 12/31/2023 | | SCZ | 23,023 | $1,425 | 12/31/2023 | | UMA Financial Services Inc. | 23,362 | $1,415 | 03/31/2024 | | SCZ | 23,362 | $1,415 | 03/31/2024 | | Hudson Portfolio Management LLC | 22,834 | $1,413 | 12/31/2023 | | SCZ | 22,834 | $1,413 | 12/31/2023 | | Blair William & Co. IL | 22,672 | $1,403 | 12/31/2023 | | SCZ | 22,672 | $1,403 | 12/31/2023 | | Cardiff Park Advisors LLC | 22,632 | $1,401 | 12/31/2023 | | SCZ | 22,632 | $1,401 | 12/31/2023 | | Rebalance LLC | 21,947 | $1,390 | 03/31/2024 | | SCZ | 21,947 | $1,390 | 03/31/2024 | | Sowell Financial Services LLC | 22,242 | $1,377 | 12/31/2023 | | SCZ | 22,242 | $1,377 | 12/31/2023 | | Sontag Advisory LLC | 22,142 | $1,371 | 12/31/2023 | | SCZ | 22,142 | $1,371 | 12/31/2023 | | Benjamin F. Edwards & Company Inc. | 22,008 | $1,362 | 12/31/2023 | | SCZ | 22,008 | $1,362 | 12/31/2023 | | Rockefeller Capital Management L.P. | 21,638 | $1,339 | 12/31/2023 | | SCZ | 21,638 | $1,339 | 12/31/2023 | | Trust Co of the South | 21,035 | $1,332 | 03/31/2024 | | SCZ | 21,035 | $1,332 | 03/31/2024 | | Intergy Private Wealth LLC | 20,664 | $1,309 | 03/31/2024 | | SCZ | 20,664 | $1,309 | 03/31/2024 | | Wealthcare Capital Management LLC | 19,417 | $1,230 | 03/31/2024 | | SCZ | 19,417 | $1,230 | 03/31/2024 | | Monument Group Wealth Advisors LLC | 19,846 | $1,228 | 12/31/2023 | | SCZ | 19,846 | $1,228 | 12/31/2023 | | Tortoise Investment Management LLC | 19,159 | $1,186 | 12/31/2023 | | SCZ | 19,159 | $1,186 | 12/31/2023 | | Windward Private Wealth Management Inc. | 19,093 | $1,182 | 12/31/2023 | | SCZ | 19,093 | $1,182 | 12/31/2023 | | Aletheian Wealth Advisors LLC | 18,500 | $1,172 | 03/31/2024 | | SCZ | 18,500 | $1,172 | 03/31/2024 | | TAGStone Capital Inc. | 18,886 | $1,169 | 12/31/2023 | | SCZ | 18,886 | $1,169 | 12/31/2023 | | Atria Wealth Solutions Inc. | 18,727 | $1,159 | 12/31/2023 | | SCZ | 18,727 | $1,159 | 12/31/2023 | | Wiley BROS. Aintree Capital LLC | 18,663 | $1,149 | 03/31/2024 | | SCZ | 18,663 | $1,149 | 03/31/2024 | | AlphaQ Advisors LLC | 18,346 | $1,136 | 12/31/2023 | | SCZ | 18,346 | $1,136 | 12/31/2023 | | Integrity Wealth Solutions LLC | 17,892 | $1,133 | 03/31/2024 | | SCZ | 17,892 | $1,133 | 03/31/2024 | | Williams & Novak LLC | 17,951 | $1,111 | 03/31/2024 | | SCZ | 17,951 | $1,111 | 03/31/2024 | | Harbor Investment Advisory LLC | 17,415 | $1,103 | 03/31/2024 | | SCZ | 17,415 | $1,103 | 03/31/2024 | | PICTET BANK & TRUST Ltd | 17,800 | $1,102 | 12/31/2023 | | SCZ | 17,800 | $1,102 | 12/31/2023 | | GEM Asset Management LLC | 17,671 | $1,094 | 12/31/2023 | | SCZ | 17,671 | $1,094 | 12/31/2023 | | Dorsey & Whitney Trust CO LLC | 17,528 | $1,085 | 12/31/2023 | | SCZ | 17,528 | $1,085 | 12/31/2023 | | Clearstead Advisors LLC | 17,436 | $1,079 | 12/31/2023 | | SCZ | 17,436 | $1,079 | 12/31/2023 | | Elmwood Wealth Management Inc. | 17,426 | $1,079 | 12/31/2023 | | SCZ | 17,426 | $1,079 | 12/31/2023 | | O Shaughnessy Asset Management LLC | 17,305 | $1,071 | 12/31/2023 | | SCZ | 17,305 | $1,071 | 12/31/2023 | | MB Generational Wealth LLC | 17,269 | $1,069 | 12/31/2023 | | SCZ | 17,269 | $1,069 | 12/31/2023 | | Nottingham Advisors Inc. | 17,145 | $1,061 | 12/31/2023 | | SCZ | 17,145 | $1,061 | 12/31/2023 | | Forum Financial Management LP | 17,129 | $1,060 | 12/31/2023 | | SCZ | 17,129 | $1,060 | 12/31/2023 | | Harbor Group Inc. | 16,611 | $1,052 | 03/31/2024 | | SCZ | 16,611 | $1,052 | 03/31/2024 | | NewEdge Wealth LLC | 16,973 | $1,051 | 12/31/2023 | | SCZ | 16,973 | $1,051 | 12/31/2023 | | Continuum Advisory LLC | 16,863 | $1,044 | 12/31/2023 | | SCZ | 16,863 | $1,044 | 12/31/2023 | | Kestra Advisory Services LLC | 16,730 | $1,036 | 12/31/2023 | | SCZ | 16,730 | $1,036 | 12/31/2023 | | Glenview Trust Co | 16,636 | $1,030 | 12/31/2023 | | SCZ | 16,636 | $1,030 | 12/31/2023 | | MAS Advisors LLC | 16,581 | $1,026 | 12/31/2023 | | SCZ | 16,581 | $1,026 | 12/31/2023 | | Breakwater Capital Group | 15,824 | $1,002 | 03/31/2024 | | SCZ | 15,824 | $1,002 | 03/31/2024 | | DAVENPORT & Co LLC | 16,143 | $999 | 12/31/2023 | | SCZ | 16,143 | $999 | 12/31/2023 | | Windham Capital Management LLC | 15,849 | $981 | 12/31/2023 | | SCZ | 15,849 | $981 | 12/31/2023 | | Waldron Private Wealth LLC | 15,826 | $979 | 12/31/2023 | | SCZ | 15,826 | $979 | 12/31/2023 | | Vista Wealth Management Group LLC | 15,622 | $967 | 12/31/2023 | | SCZ | 15,622 | $967 | 12/31/2023 | | Park Place Capital Corp | 15,257 | $966 | 03/31/2024 | | SCZ | 15,257 | $966 | 03/31/2024 | | Strategic Blueprint LLC | 14,920 | $945 | 03/31/2024 | | SCZ | 14,920 | $945 | 03/31/2024 | | Signet Financial Management LLC | 14,871 | $942 | 03/31/2024 | | SCZ | 14,871 | $942 | 03/31/2024 | | Tilson Financial Group Inc. | 14,828 | $939 | 03/31/2024 | | SCZ | 14,828 | $939 | 03/31/2024 | | McLean Asset Management Corp | 14,761 | $935 | 03/31/2024 | | SCZ | 14,761 | $935 | 03/31/2024 | | RBF Capital LLC | 15,000 | $928 | 12/31/2023 | | SCZ | 15,000 | $928 | 12/31/2023 | | Interchange Capital Partners LLC | 14,739 | $926 | 12/31/2023 | | SCZ | 14,739 | $926 | 12/31/2023 | | Sax Wealth Advisors LLC | 14,888 | $922 | 12/31/2023 | | SCZ | 14,888 | $922 | 12/31/2023 | | Bromfield Sneider Wealth Advisors | 14,545 | $921 | 03/31/2024 | | SCZ | 14,545 | $921 | 03/31/2024 | | Cahill Wealth Management LLC | 14,841 | $919 | 12/31/2023 | | SCZ | 14,841 | $919 | 12/31/2023 | | Catalyst Financial Partners LLC | 15,135 | $917 | 03/31/2024 | | SCZ | 15,135 | $917 | 03/31/2024 | | CIBC Private Wealth Group LLC | 14,772 | $914 | 12/31/2023 | | SCZ | 14,772 | $914 | 12/31/2023 | | GFS Advisors LLC | 14,386 | $911 | 03/31/2024 | | SCZ | 14,386 | $911 | 03/31/2024 | | Putnam FL Investment Management Co. | 14,710 | $911 | 12/31/2023 | | SCZ | 14,710 | $911 | 12/31/2023 | | Mason Investment Advisory Services Inc. | 14,590 | $903 | 12/31/2023 | | SCZ | 14,590 | $903 | 12/31/2023 | | Prudential PLC | 14,507 | $898 | 12/31/2023 | | SCZ | 14,507 | $898 | 12/31/2023 | | BOKF NA | 14,428 | $893 | 12/31/2023 | | SCZ | 14,428 | $893 | 12/31/2023 | | RMB Capital Management LLC | 14,311 | $886 | 12/31/2023 | | SCZ | 14,311 | $886 | 12/31/2023 | | Walkner Condon Financial Advisors LLC | 13,936 | $883 | 03/31/2024 | | SCZ | 13,936 | $883 | 03/31/2024 | | JNB Advisors LLC | 14,213 | $880 | 12/31/2023 | | SCZ | 14,213 | $880 | 12/31/2023 | | Oppenheimer & Co. Inc. | 14,198 | $879 | 12/31/2023 | | SCZ | 14,198 | $879 | 12/31/2023 | | James J. Burns & Company LLC | 14,034 | $877 | 03/31/2024 | | SCZ | 14,034 | $877 | 03/31/2024 | | Geneos Wealth Management Inc. | 14,114 | $874 | 12/31/2023 | | SCZ | 14,114 | $874 | 12/31/2023 | | Allegheny Financial Group LTD | 14,032 | $869 | 12/31/2023 | | SCZ | 14,032 | $869 | 12/31/2023 | | Legacy Financial Advisors Inc. | 13,938 | $863 | 12/31/2023 | | SCZ | 13,938 | $863 | 12/31/2023 | | Benedetti & Gucer Inc. | 13,905 | $861 | 12/31/2023 | | SCZ | 13,905 | $861 | 12/31/2023 | | Tobias Financial Advisors Inc. | 13,874 | $859 | 12/31/2023 | | SCZ | 13,874 | $859 | 12/31/2023 | | Sei Investments Co. | 13,683 | $847 | 12/31/2023 | | SCZ | 13,683 | $847 | 12/31/2023 | | BayBridge Capital Group LLC | 13,793 | $842 | 03/31/2024 | | SCZ | 13,793 | $842 | 03/31/2024 | | Private Advisor Group LLC | 13,364 | $827 | 12/31/2023 | | SCZ | 13,364 | $827 | 12/31/2023 | | Unionview LLC | 13,306 | $824 | 12/31/2023 | | SCZ | 13,306 | $824 | 12/31/2023 | | Regions Financial Corp | 12,933 | $819 | 03/31/2024 | | SCZ | 12,933 | $819 | 03/31/2024 | | Argent Trust Co | 13,232 | $819 | 12/31/2023 | | SCZ | 13,232 | $819 | 12/31/2023 | | Truepoint Inc. | 13,116 | $812 | 12/31/2023 | | SCZ | 13,116 | $812 | 12/31/2023 | | First Western Trust Bank | 13,041 | $807 | 12/31/2023 | | SCZ | 13,041 | $807 | 12/31/2023 | | Patriot Financial Group Insurance Agency LLC | 13,003 | $805 | 12/31/2023 | | SCZ | 13,003 | $805 | 12/31/2023 | | Aspect Partners LLC | 12,894 | $798 | 12/31/2023 | | SCZ | 12,894 | $798 | 12/31/2023 | | SageView Advisory Group LLC | 13,159 | $797 | 12/31/2023 | | SCZ | 13,159 | $797 | 12/31/2023 | | Presilium Private Wealth LLC | 12,866 | $796 | 12/31/2023 | | SCZ | 12,866 | $796 | 12/31/2023 | | Asset Dedication LLC | 12,574 | $792 | 03/31/2024 | | SCZ | 12,574 | $792 | 03/31/2024 | | LongView Wealth Management | 12,448 | $788 | 03/31/2024 | | SCZ | 12,448 | $788 | 03/31/2024 | | Wooster Corthell Wealth Management Inc. | 12,674 | $785 | 12/31/2023 | | SCZ | 12,674 | $785 | 12/31/2023 | | Busey Wealth Management | 12,279 | $778 | 03/31/2024 | | SCZ | 12,279 | $778 | 03/31/2024 | | Magnus Financial Group LLC | 12,451 | $771 | 12/31/2023 | | SCZ | 12,451 | $771 | 12/31/2023 | | Vantage Financial Partners Ltd. Inc. | 12,141 | $752 | 12/31/2023 | | SCZ | 12,141 | $752 | 12/31/2023 | | Vestcor Inc | 11,890 | $736 | 12/31/2023 | | SCZ | 11,890 | $736 | 12/31/2023 | | River Wealth Advisors LLC | 11,886 | $736 | 12/31/2023 | | SCZ | 11,886 | $736 | 12/31/2023 | | Cerity Partners LLC | 11,863 | $734 | 12/31/2023 | | SCZ | 11,863 | $734 | 12/31/2023 | | CWM LLC | 11,459 | $726 | 03/31/2024 | | SCZ | 11,459 | $726 | 03/31/2024 | | Merit Financial Group LLC | 11,671 | $722 | 12/31/2023 | | SCZ | 11,671 | $722 | 12/31/2023 | | Deutsche Bank AG | 11,581 | $717 | 12/31/2023 | | SCZ | 11,581 | $717 | 12/31/2023 | | Alera Investment Advisors LLC | 11,491 | $711 | 12/31/2023 | | SCZ | 11,491 | $711 | 12/31/2023 | | Financial Synergies Wealth Advisors Inc. | 11,016 | $698 | 03/31/2024 | | SCZ | 11,016 | $698 | 03/31/2024 | | Annex Advisory Services LLC | 10,944 | $693 | 03/31/2024 | | SCZ | 10,944 | $693 | 03/31/2024 | | Sequoia Financial Advisors LLC | 10,866 | $673 | 12/31/2023 | | SCZ | 10,866 | $673 | 12/31/2023 | | Manhattan West Asset Management LLC | 10,848 | $672 | 12/31/2023 | | SCZ | 10,848 | $672 | 12/31/2023 | | MONECO Advisors LLC | 10,591 | $671 | 03/31/2024 | | SCZ | 10,591 | $671 | 03/31/2024 | | Mesirow Financial Investment Management Inc. | 10,535 | $667 | 03/31/2024 | | SCZ | 10,535 | $667 | 03/31/2024 | | Invesco Ltd. | 10,764 | $666 | 12/31/2023 | | SCZ | 10,764 | $666 | 12/31/2023 | | Becker Capital Management Inc. | 10,702 | $662 | 12/31/2023 | | SCZ | 10,702 | $662 | 12/31/2023 | | PBMares Wealth Management LLC | 10,674 | $661 | 12/31/2023 | | SCZ | 10,674 | $661 | 12/31/2023 | | Mather Group LLC. | 10,601 | $656 | 03/31/2024 | | SCZ | 10,601 | $656 | 03/31/2024 | | Clayton Financial Group LLC | 10,597 | $656 | 12/31/2023 | | SCZ | 10,597 | $656 | 12/31/2023 | | Johnson Investment Counsel Inc. | 10,463 | $648 | 12/31/2023 | | SCZ | 10,463 | $648 | 12/31/2023 | | Nwam LLC | 10,469 | $648 | 12/31/2023 | | SCZ | 10,469 | $648 | 12/31/2023 | | J.W. Cole Advisors Inc. | 10,329 | $639 | 12/31/2023 | | SCZ | 10,329 | $639 | 12/31/2023 | | Kavar Capital Partners Group LLC | 9,958 | $616 | 12/31/2023 | | SCZ | 9,958 | $616 | 12/31/2023 | | Alpha Omega Wealth Management LLC | 9,584 | $607 | 03/31/2024 | | SCZ | 9,584 | $607 | 03/31/2024 | | Biltmore Family Office LLC | 9,784 | $606 | 12/31/2023 | | SCZ | 9,784 | $606 | 12/31/2023 | | Index Fund Advisors Inc. | 9,740 | $603 | 12/31/2023 | | SCZ | 9,740 | $603 | 12/31/2023 | | HRT Financial LP | 9,678 | $599 | 12/31/2023 | | SCZ | 9,678 | $599 | 12/31/2023 | | St. Louis Trust Co | 9,680 | $599 | 12/31/2023 | | SCZ | 9,680 | $599 | 12/31/2023 | | Schwab Charitable Fund | 9,638 | $597 | 12/31/2023 | | SCZ | 9,638 | $597 | 12/31/2023 | | DRW Securities LLC | 9,636 | $596 | 12/31/2023 | | SCZ | 9,636 | $596 | 12/31/2023 | | Foundations Investment Advisors LLC | 9,794 | $596 | 12/31/2023 | | SCZ | 9,794 | $596 | 12/31/2023 | | Lam Group Inc. | 9,350 | $592 | 03/31/2024 | | SCZ | 9,350 | $592 | 03/31/2024 | | Pinnacle Wealth Planning Services Inc. | 9,534 | $590 | 12/31/2023 | | SCZ | 9,534 | $590 | 12/31/2023 | | RF&L Wealth Management LLC | 9,398 | $582 | 12/31/2023 | | SCZ | 9,398 | $582 | 12/31/2023 | | Renasant Bank | 9,334 | $578 | 12/31/2023 | | SCZ | 9,334 | $578 | 12/31/2023 | | Argonautica Private Wealth Management Inc. | 9,313 | $576 | 12/31/2023 | | SCZ | 9,313 | $576 | 12/31/2023 | | Lido Advisors LLC | 9,108 | $564 | 12/31/2023 | | SCZ | 9,108 | $564 | 12/31/2023 | | Stratos Wealth Partners LTD. | 8,836 | $560 | 03/31/2024 | | SCZ | 8,836 | $560 | 03/31/2024 | | Accretive Wealth Partners LLC | 8,845 | $547 | 12/31/2023 | | SCZ | 8,845 | $547 | 12/31/2023 | | Monticello Wealth Management LLC | 8,583 | $544 | 03/31/2024 | | SCZ | 8,583 | $544 | 03/31/2024 | | Resources Investment Advisors LLC. | 8,736 | $541 | 12/31/2023 | | SCZ | 8,736 | $541 | 12/31/2023 | | Richard P Slaughter Associates Inc | 8,493 | $538 | 03/31/2024 | | SCZ | 8,493 | $538 | 03/31/2024 | | First Horizon Advisors Inc. | 8,472 | $537 | 03/31/2024 | | SCZ | 8,472 | $537 | 03/31/2024 | | Vista Investment Management | 8,670 | $537 | 12/31/2023 | | SCZ | 8,670 | $537 | 12/31/2023 | | ARK & TLK Investments LLC | 8,653 | $536 | 12/31/2023 | | SCZ | 8,653 | $536 | 12/31/2023 | | Tranquility Partners LLC | 8,588 | $532 | 12/31/2023 | | SCZ | 8,588 | $532 | 12/31/2023 | | U.S. Capital Wealth Advisors LLC | 8,350 | $517 | 12/31/2023 | | SCZ | 8,350 | $517 | 12/31/2023 | | Objective Capital Management LLC | 8,222 | $509 | 12/31/2023 | | SCZ | 8,222 | $509 | 12/31/2023 | | KFA Private Wealth Group LLC | 8,175 | $506 | 12/31/2023 | | SCZ | 8,175 | $506 | 12/31/2023 | | Visionary Wealth Advisors | 7,969 | $493 | 12/31/2023 | | SCZ | 7,969 | $493 | 12/31/2023 | | West Coast Financial LLC | 7,590 | $481 | 03/31/2024 | | SCZ | 7,590 | $481 | 03/31/2024 | | Cornerstone Wealth Advisors Inc. | 7,545 | $478 | 03/31/2024 | | SCZ | 7,545 | $478 | 03/31/2024 | | JMG Financial Group Ltd. | 7,501 | $464 | 12/31/2023 | | SCZ | 7,501 | $464 | 12/31/2023 | | Parallel Advisors LLC | 7,484 | $463 | 12/31/2023 | | SCZ | 7,484 | $463 | 12/31/2023 | | Kingsview Wealth Management LLC | 7,474 | $463 | 12/31/2023 | | SCZ | 7,474 | $463 | 12/31/2023 | | Peapack Gladstone Financial Corp | 7,470 | $462 | 12/31/2023 | | SCZ | 7,470 | $462 | 12/31/2023 | | Headinvest LLC | 7,440 | $461 | 12/31/2023 | | SCZ | 7,440 | $461 | 12/31/2023 | | Moisand Fitzgerald Tamayo LLC | 7,254 | $459 | 03/31/2024 | | SCZ | 7,254 | $459 | 03/31/2024 | | Beaird Harris Wealth Management LLC | 7,380 | $457 | 12/31/2023 | | SCZ | 7,380 | $457 | 12/31/2023 | | Summit Financial LLC | 7,139 | $452 | 03/31/2024 | | SCZ | 7,139 | $452 | 03/31/2024 | | Wedmont Private Capital | 7,121 | $451 | 03/31/2024 | | SCZ | 7,121 | $451 | 03/31/2024 | | Atomi Financial Group Inc. | 7,290 | $451 | 12/31/2023 | | SCZ | 7,290 | $451 | 12/31/2023 | | Partnership Wealth Management LLC | 7,072 | $448 | 03/31/2024 | | SCZ | 7,072 | $448 | 03/31/2024 | | Savvy Advisors Inc. | 7,207 | $446 | 12/31/2023 | | SCZ | 7,207 | $446 | 12/31/2023 | | Latitude Advisors LLC | 7,018 | $444 | 03/31/2024 | | SCZ | 7,018 | $444 | 03/31/2024 | | Huntington National Bank | 7,040 | $436 | 12/31/2023 | | SCZ | 7,040 | $436 | 12/31/2023 | | Athena Investment Management | 6,965 | $431 | 12/31/2023 | | SCZ | 6,965 | $431 | 12/31/2023 | | Wrapmanager Inc. | 6,920 | $428 | 12/31/2023 | | SCZ | 6,920 | $428 | 12/31/2023 | | Credit Suisse AG | 6,891 | $427 | 12/31/2023 | | SCZ | 6,891 | $427 | 12/31/2023 | | Capital Group Private Client Services Inc. | 6,856 | $424 | 12/31/2023 | | SCZ | 6,856 | $424 | 12/31/2023 | | Cetera Advisors LLC | 6,794 | $421 | 12/31/2023 | | SCZ | 6,794 | $421 | 12/31/2023 | | First Interstate Bank | 6,777 | $419 | 12/31/2023 | | SCZ | 6,777 | $419 | 12/31/2023 | | Brickley Wealth Management | 6,582 | $417 | 03/31/2024 | | SCZ | 6,582 | $417 | 03/31/2024 | | Whalerock Point Partners LLC | 6,700 | $415 | 12/31/2023 | | SCZ | 6,700 | $415 | 12/31/2023 | | Fortis Capital Management LLC | 6,618 | $410 | 12/31/2023 | | SCZ | 6,618 | $410 | 12/31/2023 | | Connectus Wealth LLC | 6,556 | $406 | 12/31/2023 | | SCZ | 6,556 | $406 | 12/31/2023 | | Raymond James Trust N.A. | 6,369 | $403 | 03/31/2024 | | SCZ | 6,369 | $403 | 03/31/2024 | | Synovus Financial Corp | 6,473 | $401 | 12/31/2023 | | SCZ | 6,473 | $401 | 12/31/2023 | | Cedar Brook Financial Partners LLC | 6,306 | $399 | 03/31/2024 | | SCZ | 6,306 | $399 | 03/31/2024 | | Pioneer Wealth Management Group | 6,301 | $399 | 03/31/2024 | | SCZ | 6,301 | $399 | 03/31/2024 | | Courage Miller Partners LLC | 6,107 | $387 | 03/31/2024 | | SCZ | 6,107 | $387 | 03/31/2024 | | Nicolet Bankshares Inc. | 6,078 | $376 | 12/31/2023 | | SCZ | 6,078 | $376 | 12/31/2023 | | Integrated Advisors Network LLC | 6,072 | $376 | 12/31/2023 | | SCZ | 6,072 | $376 | 12/31/2023 | | Western Wealth Management LLC | 5,935 | $367 | 12/31/2023 | | SCZ | 5,935 | $367 | 12/31/2023 | | Compass Ion Advisors LLC | 5,717 | $362 | 03/31/2024 | | SCZ | 5,717 | $362 | 03/31/2024 | | Lake Street Financial LLC | 5,718 | $362 | 03/31/2024 | | SCZ | 5,718 | $362 | 03/31/2024 | | Trexquant Investment LP | 5,807 | $359 | 12/31/2023 | | SCZ | 5,807 | $359 | 12/31/2023 | | Moloney Securities Asset Management LLC | 5,807 | $359 | 12/31/2023 | | SCZ | 5,807 | $359 | 12/31/2023 | | Journey Strategic Wealth LLC | 5,779 | $358 | 12/31/2023 | | SCZ | 5,779 | $358 | 12/31/2023 | | Criterion Capital Advisors LLC | 5,620 | $356 | 03/31/2024 | | SCZ | 5,620 | $356 | 03/31/2024 | | Belpointe Asset Management LLC | 5,703 | $353 | 12/31/2023 | | SCZ | 5,703 | $353 | 12/31/2023 | | Ritholtz Wealth Management | 5,526 | $350 | 03/31/2024 | | SCZ | 5,526 | $350 | 03/31/2024 | | Evergreen Wealth Solutions LLC | 5,620 | $348 | 12/31/2023 | | SCZ | 5,620 | $348 | 12/31/2023 | | Ancora Advisors LLC | 5,545 | $343 | 12/31/2023 | | SCZ | 5,545 | $343 | 12/31/2023 | | Advisor Resource Council | 5,526 | $342 | 03/31/2024 | | SCZ | 5,526 | $342 | 03/31/2024 | | Collective Family Office LLC | 5,344 | $338 | 03/31/2024 | | SCZ | 5,344 | $338 | 03/31/2024 | | Cutler Investment Counsel LLC | 5,464 | $338 | 12/31/2023 | | SCZ | 5,464 | $338 | 12/31/2023 | | EP Wealth Advisors LLC | 5,441 | $337 | 12/31/2023 | | SCZ | 5,441 | $337 | 12/31/2023 | | AllSquare Wealth Management LLC | 5,424 | $336 | 12/31/2023 | | SCZ | 5,424 | $336 | 12/31/2023 | | United Capital Financial Advisers LLC | 5,397 | $334 | 12/31/2023 | | SCZ | 5,397 | $334 | 12/31/2023 | | Stephens Inc. AR | 5,252 | $325 | 12/31/2023 | | SCZ | 5,252 | $325 | 12/31/2023 | | Valeo Financial Advisors LLC | 5,240 | $321 | 03/31/2024 | | SCZ | 5,240 | $321 | 03/31/2024 | | Thompson Siegel & Walmsley LLC | 5,136 | $318 | 12/31/2023 | | SCZ | 5,136 | $318 | 12/31/2023 | | Spectrum Wealth Counsel LLC | 5,093 | $315 | 12/31/2023 | | SCZ | 5,093 | $315 | 12/31/2023 | | Tufton Capital Management | 5,054 | $313 | 12/31/2023 | | SCZ | 5,054 | $313 | 12/31/2023 | | Prime Capital Investment Advisors LLC | 4,962 | $307 | 12/31/2023 | | SCZ | 4,962 | $307 | 12/31/2023 | | Empower Advisory Group LLC | 4,909 | $304 | 12/31/2023 | | SCZ | 4,909 | $304 | 12/31/2023 | | Peloton Wealth Strategists | 4,871 | $302 | 12/31/2023 | | SCZ | 4,871 | $302 | 12/31/2023 | | Navellier & Associates Inc | 4,846 | $300 | 12/31/2023 | | SCZ | 4,846 | $300 | 12/31/2023 | | Prospera Financial Services Inc | 4,836 | $299 | 12/31/2023 | | SCZ | 4,836 | $299 | 12/31/2023 | | BOK Financial Private Wealth Inc. | 4,762 | $295 | 12/31/2023 | | SCZ | 4,762 | $295 | 12/31/2023 | | Cobblestone Capital Advisors LLC NY | 4,650 | $288 | 12/31/2023 | | SCZ | 4,650 | $288 | 12/31/2023 | | UP Strategic Wealth Investment Advisors LLC | 4,610 | $285 | 12/31/2023 | | SCZ | 4,610 | $285 | 12/31/2023 | | Vannoy Advisory Group Inc. | 4,541 | $281 | 12/31/2023 | | SCZ | 4,541 | $281 | 12/31/2023 | | Evergreen Capital Management LLC | 4,477 | $277 | 12/31/2023 | | SCZ | 4,477 | $277 | 12/31/2023 | | Beaumont Financial Advisors LLC | 4,409 | $273 | 12/31/2023 | | SCZ | 4,409 | $273 | 12/31/2023 | | Columbus Macro LLC | 4,278 | $271 | 03/31/2024 | | SCZ | 4,278 | $271 | 03/31/2024 | | Independence Bank of Kentucky | 4,237 | $268 | 03/31/2024 | | SCZ | 4,237 | $268 | 03/31/2024 | | Berger Financial Group Inc | 4,155 | $263 | 03/31/2024 | | SCZ | 4,155 | $263 | 03/31/2024 | | Nations Financial Group Inc. IA ADV | 4,129 | $262 | 03/31/2024 | | SCZ | 4,129 | $262 | 03/31/2024 | | Stone Point Wealth LLC | 4,224 | $261 | 12/31/2023 | | SCZ | 4,224 | $261 | 12/31/2023 | | Truefg LLC | 4,103 | $260 | 03/31/2024 | | SCZ | 4,103 | $260 | 03/31/2024 | | Crescent Grove Advisors LLC | 4,205 | $260 | 12/31/2023 | | SCZ | 4,205 | $260 | 12/31/2023 | | Frank Rimerman Advisors LLC | 4,184 | $259 | 12/31/2023 | | SCZ | 4,184 | $259 | 12/31/2023 | | Alliancebernstein L.P. | 4,112 | $255 | 12/31/2023 | | SCZ | 4,112 | $255 | 12/31/2023 | | Lpwm LLC | 4,032 | $252 | 03/31/2024 | | SCZ | 4,032 | $252 | 03/31/2024 | | Northwest Wealth Management LLC | 4,060 | $251 | 12/31/2023 | | SCZ | 4,060 | $251 | 12/31/2023 | | Sigma Planning Corp | 4,044 | $250 | 12/31/2023 | | SCZ | 4,044 | $250 | 12/31/2023 | | Focus Financial Network Inc. ADV | 4,023 | $249 | 12/31/2023 | | SCZ | 4,023 | $249 | 12/31/2023 | | Focus Financial Network Inc. | 4,068 | $246 | 03/31/2024 | | SCZ | 4,068 | $246 | 03/31/2024 | | TFC Financial Management | 3,975 | $246 | 12/31/2023 | | SCZ | 3,975 | $246 | 12/31/2023 | | Farther Finance Advisors LLC | 3,951 | $245 | 12/31/2023 | | SCZ | 3,951 | $245 | 12/31/2023 | | Galvin Gaustad & Stein LLC | 3,847 | $244 | 03/31/2024 | | SCZ | 3,847 | $244 | 03/31/2024 | | Prudential Financial Inc. | 3,902 | $242 | 12/31/2023 | | SCZ | 3,902 | $242 | 12/31/2023 | | HB Wealth Management LLC | 3,887 | $241 | 12/31/2023 | | SCZ | 3,887 | $241 | 12/31/2023 | | Vivaldi Capital Management LLC | 4,046 | $240 | 12/31/2023 | | SCZ | 4,046 | $240 | 12/31/2023 | | Cumberland Advisors Inc. | 3,740 | $237 | 03/31/2024 | | SCZ | 3,740 | $237 | 03/31/2024 | | Bryant Woods Investment Advisors LLC | 3,808 | $236 | 12/31/2023 | | SCZ | 3,808 | $236 | 12/31/2023 | | Arete Wealth Advisors LLC | 3,802 | $235 | 12/31/2023 | | SCZ | 3,802 | $235 | 12/31/2023 | | Betterment LLC | 3,750 | $232 | 12/31/2023 | | SCZ | 3,750 | $232 | 12/31/2023 | | Linscomb & Williams Inc. | 3,713 | $230 | 12/31/2023 | | SCZ | 3,713 | $230 | 12/31/2023 | | Watershed Private Wealth LLC | 3,714 | $230 | 12/31/2023 | | SCZ | 3,714 | $230 | 12/31/2023 | | Wedbush Securities Inc. | 3,708 | $229 | 12/31/2023 | | SCZ | 3,708 | $229 | 12/31/2023 | | Keybank National Association OH | 3,684 | $228 | 12/31/2023 | | SCZ | 3,684 | $228 | 12/31/2023 | | HBK Sorce Advisory LLC | 3,684 | $228 | 12/31/2023 | | SCZ | 3,684 | $228 | 12/31/2023 | | GYL Financial Synergies LLC | 3,663 | $227 | 12/31/2023 | | SCZ | 3,663 | $227 | 12/31/2023 | | Maia Wealth LLC | 3,624 | $224 | 12/31/2023 | | SCZ | 3,624 | $224 | 12/31/2023 | | Fingerlakes Wealth Management Inc. | 3,520 | $223 | 03/31/2024 | | SCZ | 3,520 | $223 | 03/31/2024 | | Foster Victor Wealth Advisors LLC | 3,526 | $221 | 03/31/2024 | | SCZ | 3,526 | $221 | 03/31/2024 | | Callan Capital LLC | 3,524 | $218 | 12/31/2023 | | SCZ | 3,524 | $218 | 12/31/2023 | | Granite Harbor Advisors Inc. | 3,525 | $218 | 12/31/2023 | | SCZ | 3,525 | $218 | 12/31/2023 | | Gemmer Asset Management LLC | 3,402 | $215 | 03/31/2024 | | SCZ | 3,402 | $215 | 03/31/2024 | | Eagle Strategies LLC | 3,389 | $215 | 03/31/2024 | | SCZ | 3,389 | $215 | 03/31/2024 | | Orin Green Financial LLC | 3,479 | $215 | 12/31/2023 | | SCZ | 3,479 | $215 | 12/31/2023 | | Samalin Investment Counsel LLC | 3,455 | $214 | 12/31/2023 | | SCZ | 3,455 | $214 | 12/31/2023 | | Werba Rubin Papier Wealth Management | 3,464 | $214 | 12/31/2023 | | SCZ | 3,464 | $214 | 12/31/2023 | | Advisors Capital Management LLC | 3,448 | $213 | 12/31/2023 | | SCZ | 3,448 | $213 | 12/31/2023 | | Fee Only Financial Planning L.C. | 3,350 | $212 | 03/31/2024 | | SCZ | 3,350 | $212 | 03/31/2024 | | Ascent Group LLC | 3,459 | $209 | 12/31/2023 | | SCZ | 3,459 | $209 | 12/31/2023 | | Icon Wealth Advisors LLC | 3,362 | $208 | 12/31/2023 | | SCZ | 3,362 | $208 | 12/31/2023 | | Ellis Investment Partners LLC | 3,247 | $206 | 03/31/2024 | | SCZ | 3,247 | $206 | 03/31/2024 | | Capital Advisors Ltd. LLC | 3,172 | $201 | 03/31/2024 | | SCZ | 3,172 | $201 | 03/31/2024 | | CoreCap Advisors LLC | 3,244 | $201 | 12/31/2023 | | SCZ | 3,244 | $201 | 12/31/2023 | | Frazier Financial Advisors LLC | 3,220 | $199 | 12/31/2023 | | SCZ | 3,220 | $199 | 12/31/2023 | | Key Financial Inc | 3,125 | $193 | 12/31/2023 | | SCZ | 3,125 | $193 | 12/31/2023 | | National Bank of Canada FI | 3,125 | $191 | 12/31/2023 | | SCZ | 3,125 | $191 | 12/31/2023 | | Red Tortoise LLC | 2,886 | $183 | 03/31/2024 | | SCZ | 2,886 | $183 | 03/31/2024 | | GHP Investment Advisors Inc. | 2,850 | $180 | 03/31/2024 | | SCZ | 2,850 | $180 | 03/31/2024 | | Cassady Schiller Wealth Management LLC | 2,878 | $178 | 12/31/2023 | | SCZ | 2,878 | $178 | 12/31/2023 | | Valley National Advisers Inc. | 2,556 | $161 | 03/31/2024 | | SCZ | 2,556 | $161 | 03/31/2024 | | Clear Investment Research LLC | 2,571 | $159 | 12/31/2023 | | SCZ | 2,571 | $159 | 12/31/2023 | | IFP Advisors Inc | 2,530 | $157 | 12/31/2023 | | SCZ | 2,530 | $157 | 12/31/2023 | | SRS Capital Advisors Inc. | 2,468 | $153 | 12/31/2023 | | SCZ | 2,468 | $153 | 12/31/2023 | | Focused Wealth Management Inc | 2,425 | $150 | 12/31/2023 | | SCZ | 2,425 | $150 | 12/31/2023 | | SJS Investment Consulting Inc. | 2,190 | $139 | 03/31/2024 | | SCZ | 2,190 | $139 | 03/31/2024 | | Signaturefd LLC | 2,218 | $137 | 12/31/2023 | | SCZ | 2,218 | $137 | 12/31/2023 | | Phillips Financial Management LLC | 2,140 | $136 | 03/31/2024 | | SCZ | 2,140 | $136 | 03/31/2024 | | Sage Mountain Advisors LLC | 2,077 | $132 | 03/31/2024 | | SCZ | 2,077 | $132 | 03/31/2024 | | JDM Financial Group LLC | 2,094 | $130 | 12/31/2023 | | SCZ | 2,094 | $130 | 12/31/2023 | | Life Planning Partners Inc | 2,045 | $127 | 12/31/2023 | | SCZ | 2,045 | $127 | 12/31/2023 | | AlphaCore Capital LLC | 2,035 | $126 | 12/31/2023 | | SCZ | 2,035 | $126 | 12/31/2023 | | Eagle Bay Advisors LLC | 1,935 | $120 | 12/31/2023 | | SCZ | 1,935 | $120 | 12/31/2023 | | NBC Securities Inc. | 1,734 | $119 | 03/31/2024 | | SCZ | 1,734 | $119 | 03/31/2024 | | Harbour Investments Inc. | 1,828 | $113 | 12/31/2023 | | SCZ | 1,828 | $113 | 12/31/2023 | | Spire Wealth Management | 1,775 | $112 | 03/31/2024 | | SCZ | 1,775 | $112 | 03/31/2024 | | Glassman Wealth Services | 1,786 | $111 | 12/31/2023 | | SCZ | 1,786 | $111 | 12/31/2023 | | Creative Financial Designs Inc. ADV | 1,764 | $109 | 12/31/2023 | | SCZ | 1,764 | $109 | 12/31/2023 | | WealthCollab LLC | 1,762 | $109 | 12/31/2023 | | SCZ | 1,762 | $109 | 12/31/2023 | | TD Waterhouse Canada Inc. | 1,785 | $108 | 12/31/2023 | | SCZ | 1,785 | $108 | 12/31/2023 | | Trust Co | 1,660 | $105 | 03/31/2024 | | SCZ | 1,660 | $105 | 03/31/2024 | | Tompkins Financial Corp | 1,570 | $99 | 03/31/2024 | | SCZ | 1,570 | $99 | 03/31/2024 | | Sandy Spring Bank | 1,585 | $98 | 12/31/2023 | | SCZ | 1,585 | $98 | 12/31/2023 | | Horizon Bancorp Inc. IN | 1,467 | $93 | 03/31/2024 | | SCZ | 1,467 | $93 | 03/31/2024 | | Indiana Trust & Investment Management CO | 1,389 | $88 | 03/31/2024 | | SCZ | 1,389 | $88 | 03/31/2024 | | Ronald Blue Trust Inc. | 1,465 | $83 | 12/31/2023 | | SCZ | 1,465 | $83 | 12/31/2023 | | Hexagon Capital Partners LLC | 1,263 | $80 | 03/31/2024 | | SCZ | 1,263 | $80 | 03/31/2024 | | Private Trust Co. NA | 1,253 | $79 | 03/31/2024 | | SCZ | 1,253 | $79 | 03/31/2024 | | Edmond DE Rothschild Holding S.A. | 1,265 | $78 | 12/31/2023 | | SCZ | 1,265 | $78 | 12/31/2023 | | FSC Wealth Advisors LLC | 1,211 | $77 | 03/31/2024 | | SCZ | 1,211 | $77 | 03/31/2024 | | AdvisorNet Financial Inc | 1,203 | $76 | 03/31/2024 | | SCZ | 1,203 | $76 | 03/31/2024 | | Proequities Inc. | 1,229 | $76 | 12/31/2023 | | SCZ | 1,229 | $76 | 12/31/2023 | | Gradient Investments LLC | 1,146 | $73 | 03/31/2024 | | SCZ | 1,146 | $73 | 03/31/2024 | | Maryland Capital Advisors Inc. | 1,142 | $72 | 03/31/2024 | | SCZ | 1,142 | $72 | 03/31/2024 | | WealthShield Partners LLC | 1,067 | $66 | 12/31/2023 | | SCZ | 1,067 | $66 | 12/31/2023 | | Burkett Financial Services LLC | 1,034 | $65 | 03/31/2024 | | SCZ | 1,034 | $65 | 03/31/2024 | | Whittier Trust Co. | 1,048 | $65 | 12/31/2023 | | SCZ | 1,048 | $65 | 12/31/2023 | | Impact Partnership Wealth LLC | 1,045 | $65 | 12/31/2023 | | SCZ | 1,045 | $65 | 12/31/2023 | | Grove Bank & Trust | 1,005 | $62 | 12/31/2023 | | SCZ | 1,005 | $62 | 12/31/2023 | | McClarren Financial Advisors Inc. | 1,004 | $62 | 12/31/2023 | | SCZ | 1,004 | $62 | 12/31/2023 | | GW&K Investment Management LLC | 980 | $61 | 12/31/2023 | | SCZ | 980 | $61 | 12/31/2023 | | ZRC Wealth Management LLC | 899 | $57 | 03/31/2024 | | SCZ | 899 | $57 | 03/31/2024 | | Addison Advisors LLC | 925 | $57 | 12/31/2023 | | SCZ | 925 | $57 | 12/31/2023 | | Elevate Wealth Advisory Inc. | 907 | $56 | 12/31/2023 | | SCZ | 907 | $56 | 12/31/2023 | | Delta Asset Management LLC TN | 876 | $54 | 12/31/2023 | | SCZ | 876 | $54 | 12/31/2023 | | Capital Investment Advisory Services LLC | 819 | $52 | 03/31/2024 | | SCZ | 819 | $52 | 03/31/2024 | | Private Ocean LLC | 785 | $50 | 03/31/2024 | | SCZ | 785 | $50 | 03/31/2024 | | Pacific Capital Wealth Advisors Inc. | 810 | $50 | 12/31/2023 | | SCZ | 810 | $50 | 12/31/2023 | | Bogart Wealth LLC | 766 | $49 | 03/31/2024 | | SCZ | 766 | $49 | 03/31/2024 | | Northwest Investment Counselors LLC | 750 | $47 | 03/31/2024 | | SCZ | 750 | $47 | 03/31/2024 | | JNBA Financial Advisors | 700 | $44 | 03/31/2024 | | SCZ | 700 | $44 | 03/31/2024 | | Caldwell Sutter Capital Inc. | 659 | $42 | 03/31/2024 | | SCZ | 659 | $42 | 03/31/2024 | | Massmutual Trust Co. FSB ADV | 663 | $42 | 03/31/2024 | | SCZ | 663 | $42 | 03/31/2024 | | MeadowBrook Investment Advisors LLC | 663 | $41 | 12/31/2023 | | SCZ | 663 | $41 | 12/31/2023 | | New Republic Capital LLC | 655 | $41 | 12/31/2023 | | SCZ | 655 | $41 | 12/31/2023 | | Aptus Capital Advisors LLC | 654 | $40 | 12/31/2023 | | SCZ | 654 | $40 | 12/31/2023 | | Cranbrook Wealth Management LLC | 623 | $39 | 03/31/2024 | | SCZ | 623 | $39 | 03/31/2024 | | City State Bank | 619 | $39 | 03/31/2024 | | SCZ | 619 | $39 | 03/31/2024 | | Guardian Wealth Advisors LLC NC | 619 | $38 | 12/31/2023 | | SCZ | 619 | $38 | 12/31/2023 | | Householder Group Estate & Retirement Specialist LLC | 610 | $37 | 12/31/2023 | | SCZ | 610 | $37 | 12/31/2023 | | Hazlett Burt & Watson Inc. | 547 | $35 | 12/31/2023 | | SCZ | 547 | $35 | 12/31/2023 | | Stephens Consulting LLC | 532 | $34 | 03/31/2024 | | SCZ | 532 | $34 | 03/31/2024 | | GAMMA Investing LLC | 500 | $32 | 03/31/2024 | | SCZ | 500 | $32 | 03/31/2024 | | Cutler Group LP | 500 | $31 | 03/31/2024 | | SCZ | 500 | $31 | 03/31/2024 | | Venturi Wealth Management LLC | 438 | $28 | 03/31/2024 | | SCZ | 438 | $28 | 03/31/2024 | | C M Bidwell & Associates Ltd. | 451 | $28 | 12/31/2023 | | SCZ | 451 | $28 | 12/31/2023 | | CNB Bank | 415 | $26 | 12/31/2023 | | SCZ | 415 | $26 | 12/31/2023 | | Tradewinds Capital Management LLC | 400 | $25 | 03/31/2024 | | SCZ | 400 | $25 | 03/31/2024 | | DiNuzzo Private Wealth Inc. | 405 | $25 | 12/31/2023 | | SCZ | 405 | $25 | 12/31/2023 | | Smartleaf Asset Management LLC | 401 | $25 | 12/31/2023 | | SCZ | 401 | $25 | 12/31/2023 | | Glass Jacobson Investment Advisors llc | 381 | $24 | 03/31/2024 | | SCZ | 381 | $24 | 03/31/2024 | | Colonial Trust Co SC | 388 | $24 | 12/31/2023 | | SCZ | 388 | $24 | 12/31/2023 | | ST Germain D J Co. Inc. | 356 | $23 | 03/31/2024 | | SCZ | 356 | $23 | 03/31/2024 | | Tower Research Capital LLC TRC | 369 | $23 | 12/31/2023 | | SCZ | 369 | $23 | 12/31/2023 | | WASHINGTON TRUST Co | 329 | $21 | 03/31/2024 | | SCZ | 329 | $21 | 03/31/2024 | | Halpern Financial Inc. | 324 | $20 | 03/31/2024 | | SCZ | 324 | $20 | 03/31/2024 | | Balentine LLC | 325 | $20 | 12/31/2023 | | SCZ | 325 | $20 | 12/31/2023 | | Coston McIsaac & Partners | 301 | $19 | 03/31/2024 | | SCZ | 301 | $19 | 03/31/2024 | | Pinnacle Bank | 279 | $18 | 03/31/2024 | | SCZ | 279 | $18 | 03/31/2024 | | Tsfg LLC | 279 | $18 | 03/31/2024 | | SCZ | 279 | $18 | 03/31/2024 | | Whittier Trust Co. of Nevada Inc. | 278 | $17 | 12/31/2023 | | SCZ | 278 | $17 | 12/31/2023 | | Toth Financial Advisory Corp | 259 | $16 | 03/31/2024 | | SCZ | 259 | $16 | 03/31/2024 | | Salem Investment Counselors Inc. | 250 | $16 | 03/31/2024 | | SCZ | 250 | $16 | 03/31/2024 | | O Dell Group LLC | 261 | $16 | 12/31/2023 | | SCZ | 261 | $16 | 12/31/2023 | | Hobbs Group Advisors LLC | 260 | $16 | 12/31/2023 | | SCZ | 260 | $16 | 12/31/2023 | | Element Wealth LLC | 239 | $15 | 12/31/2023 | | SCZ | 239 | $15 | 12/31/2023 | | Tradition Wealth Management LLC | 250 | $15 | 12/31/2023 | | SCZ | 250 | $15 | 12/31/2023 | | Main Management LLC | 221 | $14 | 12/31/2023 | | SCZ | 221 | $14 | 12/31/2023 | | Goodwin Investment Advisory | 230 | $14 | 12/31/2023 | | SCZ | 230 | $14 | 12/31/2023 | | Coppell Advisory Solutions LLC | 233 | $14 | 12/31/2023 | | SCZ | 233 | $14 | 12/31/2023 | | AlphaMark Advisors LLC | 200 | $13 | 03/31/2024 | | SCZ | 200 | $13 | 03/31/2024 | | Newton One Investments LLC | 202 | $13 | 03/31/2024 | | SCZ | 202 | $13 | 03/31/2024 | | Financial Management Professionals Inc. | 191 | $12 | 03/31/2024 | | SCZ | 191 | $12 | 03/31/2024 | | Wetzel Investment Advisors Inc. | 197 | $12 | 03/31/2024 | | SCZ | 197 | $12 | 03/31/2024 | | Retirement Group LLC | 187 | $12 | 12/31/2023 | | SCZ | 187 | $12 | 12/31/2023 | | Angeles Wealth Management LLC | 198 | $12 | 12/31/2023 | | SCZ | 198 | $12 | 12/31/2023 | | Plante Moran Financial Advisors LLC | 181 | $11 | 12/31/2023 | | SCZ | 181 | $11 | 12/31/2023 | | Pflug Koory LLC | 162 | $10 | 03/31/2024 | | SCZ | 162 | $10 | 03/31/2024 | | Spotlight Asset Group Inc. | 180 | $10 | 12/31/2023 | | SCZ | 180 | $10 | 12/31/2023 | | Financial Perspectives Inc | 149 | $9 | 03/31/2024 | | SCZ | 149 | $9 | 03/31/2024 | | Cherry Tree Wealth Management LLC | 153 | $9 | 12/31/2023 | | SCZ | 153 | $9 | 12/31/2023 | | First Community Trust NA | 121 | $8 | 03/31/2024 | | SCZ | 121 | $8 | 03/31/2024 | | Aspire Private Capital LLC | 125 | $8 | 03/31/2024 | | SCZ | 125 | $8 | 03/31/2024 | | CVA Family Office LLC | 120 | $8 | 03/31/2024 | | SCZ | 120 | $8 | 03/31/2024 | | Atlantic Trust LLC | 134 | $8 | 12/31/2023 | | SCZ | 134 | $8 | 12/31/2023 | | Avion Wealth | 132 | $8 | 12/31/2023 | | SCZ | 132 | $8 | 12/31/2023 | | Vermillion & White Wealth Management Group LLC | 134 | $8 | 12/31/2023 | | SCZ | 134 | $8 | 12/31/2023 | | New Millennium Group LLC | 126 | $8 | 12/31/2023 | | SCZ | 126 | $8 | 12/31/2023 | | Covestor Ltd | 130 | $8 | 12/31/2023 | | SCZ | 130 | $8 | 12/31/2023 | | Vima LLC | 124 | $8 | 12/31/2023 | | SCZ | 124 | $8 | 12/31/2023 | | Main Street Group LTD | 117 | $7 | 12/31/2023 | | SCZ | 117 | $7 | 12/31/2023 | | Northwest Financial Advisors | 92 | $6 | 12/31/2023 | | SCZ | 92 | $6 | 12/31/2023 | | Webster Bank N. A. | 83 | $5 | 03/31/2024 | | SCZ | 83 | $5 | 03/31/2024 | | SOA Wealth Advisors LLC. | 76 | $5 | 03/31/2024 | | SCZ | 76 | $5 | 03/31/2024 | | McIlrath & Eck LLC | 80 | $5 | 12/31/2023 | | SCZ | 80 | $5 | 12/31/2023 | | Mine & Arao Wealth Creation & Management LLC. | 81 | $5 | 12/31/2023 | | SCZ | 81 | $5 | 12/31/2023 | | Citizens National Bank Trust Department | 75 | $5 | 12/31/2023 | | SCZ | 75 | $5 | 12/31/2023 | | CarsonAllaria Wealth Management Ltd. | 87 | $5 | 12/31/2023 | | SCZ | 87 | $5 | 12/31/2023 | | Pineridge Advisors LLC | 86 | $5 | 12/31/2023 | | SCZ | 86 | $5 | 12/31/2023 | | YHB Investment Advisors Inc. | 67 | $4 | 03/31/2024 | | SCZ | 67 | $4 | 03/31/2024 | | Versant Capital Management Inc | 62 | $4 | 03/31/2024 | | SCZ | 62 | $4 | 03/31/2024 | | DHJJ Financial Advisors Ltd. | 56 | $4 | 03/31/2024 | | SCZ | 56 | $4 | 03/31/2024 | | Founders Financial Alliance LLC | 71 | $4 | 12/31/2023 | | SCZ | 71 | $4 | 12/31/2023 | | Beacon Capital Management LLC | 62 | $4 | 12/31/2023 | | SCZ | 62 | $4 | 12/31/2023 | | Westside Investment Management Inc. | 41 | $3 | 03/31/2024 | | SCZ | 41 | $3 | 03/31/2024 | | Oakworth Capital Inc. | 54 | $3 | 03/31/2024 | | SCZ | 54 | $3 | 03/31/2024 | | NewSquare Capital LLC | 50 | $3 | 12/31/2023 | | SCZ | 50 | $3 | 12/31/2023 | | JFS Wealth Advisors LLC | 47 | $3 | 12/31/2023 | | SCZ | 47 | $3 | 12/31/2023 | | Headlands Technologies LLC | 54 | $3 | 12/31/2023 | | SCZ | 54 | $3 | 12/31/2023 | | Financial Advisory Service Inc. | 48 | $3 | 12/31/2023 | | SCZ | 48 | $3 | 12/31/2023 | | Anchor Investment Management LLC | 42 | $3 | 12/31/2023 | | SCZ | 42 | $3 | 12/31/2023 | | EPG Wealth Management LLC | 43 | $3 | 12/31/2023 | | SCZ | 43 | $3 | 12/31/2023 | | Sunbelt Securities Inc. | 25 | $2 | 03/31/2024 | | SCZ | 25 | $2 | 03/31/2024 | | First Manhattan Co. | 26 | $2 | 12/31/2023 | | SCZ | 26 | $2 | 12/31/2023 | | Assetmark Inc. | 31 | $2 | 12/31/2023 | | SCZ | 31 | $2 | 12/31/2023 | | EverSource Wealth Advisors LLC | 30 | $2 | 12/31/2023 | | SCZ | 30 | $2 | 12/31/2023 | | Live Oak Investment Partners | 40 | $2 | 12/31/2023 | | SCZ | 40 | $2 | 12/31/2023 | | Bell Investment Advisors Inc | 33 | $2 | 12/31/2023 | | SCZ | 33 | $2 | 12/31/2023 | | DecisionPoint Financial LLC | 26 | $2 | 12/31/2023 | | SCZ | 26 | $2 | 12/31/2023 | | American National Bank | 12 | $1 | 03/31/2024 | | SCZ | 12 | $1 | 03/31/2024 | | JJJ Advisors Inc. | 19 | $1 | 03/31/2024 | | SCZ | 19 | $1 | 03/31/2024 | | Oak Harbor Wealth Partners LLC | 11 | $1 | 03/31/2024 | | SCZ | 11 | $1 | 03/31/2024 | | South State CORP. | 14 | $1 | 12/31/2023 | | SCZ | 14 | $1 | 12/31/2023 | | Front Row Advisors LLC | 15 | $1 | 12/31/2023 | | SCZ | 15 | $1 | 12/31/2023 | | GPS Wealth Strategies Group LLC | 17 | $1 | 12/31/2023 | | SCZ | 17 | $1 | 12/31/2023 | | Archer Investment Corp | 22 | $1 | 12/31/2023 | | SCZ | 22 | $1 | 12/31/2023 | | Rockbridge Investment Management LCC | 17 | $1 | 12/31/2023 | | SCZ | 17 | $1 | 12/31/2023 | | Running Point Capital Advisors LLC | 13 | $1 | 12/31/2023 | | SCZ | 13 | $1 | 12/31/2023 | | Atlantic Edge Private Wealth Management LLC | 12 | $1 | 12/31/2023 | | SCZ | 12 | $1 | 12/31/2023 | | Hollencrest Capital Management | 7 | $0 | 12/31/2023 | | SCZ | 7 | $0 | 12/31/2023 | | Transamerica Financial Advisors Inc. | 1 | $0 | 12/31/2023 | | SCZ | 1 | $0 | 12/31/2023 | | Ambassador Advisors LLC | 4 | $0 | 12/31/2023 | | SCZ | 4 | $0 | 12/31/2023 | | Core Wealth Advisors Inc. | 8 | $0 | 12/31/2023 | | SCZ | 8 | $0 | 12/31/2023 | | Citadel Advisors LLC | | $-254 | 12/31/2023 | | Put | 5,300 | $328 | 12/31/2023 | | Call | 1,200 | $74 | 12/31/2023 | | Lighthouse Investment Partners LLC | 650,000 | $-50,304 | 12/31/2023 | | Put | 650,000 | $50,304 | 12/31/2023 |
See Summary: Institutional Holders of SCZ
See Details: Top 10 Hedge Funds Holding SCZ
Also See: SCZ Holdings Changes
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