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Tesla, Inc. (TSLA)
   620.42   -2.89(-0.46%)
Tesla, Inc. designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems in the United States, China, Netherlands, Norway, and internationally. The company operates in two segments, Automotive; and Energy Generation and Storage. The Automotive segment offers sedans and sport utility vehicles. It also provides electric powertrain components and systems; and services for electric vehicles through its company-owned service locations, and Tesla mobile service technicians, as well as sells used vehicles. This segment markets and sells its products through a network of company-owned stores and galleries, as well as through its own Website. The Energy Generation and Storage segment offers energy storage products, such as rechargeable lithium-ion battery systems for use in homes, industrial, commercial facilities, and utility grids; and designs, manufactures, installs, maintains, leases, and sells solar energy generation and energy storage products to residential and commercial customers. It also provides vehicle insurance services, as well as renewable energy. The company was formerly known as Tesla Motors, Inc. and changed its name to Tesla, Inc. in February 2017. Tesla, Inc. was founded in 2003 and is headquartered in Palo Alto, California.
TitleNamePayCurrency PayGenderYear BornTitle Since
Senior Advisor Mr. Jeffrey B. Straubel N/A USD male N/A N/A
Senior Director of Corporation Devel. Brian Scelfo N/A USD N/A N/A
Senior Director of Global Communications Mr. Dave Arnold N/A USD male N/A N/A
Vice President of Legal Al Prescott N/A USD N/A N/A
Senior Director for Investor Relations Mr. Martin Viecha N/A USD male N/A N/A
Corporation Controller & Chief Accounting Officer Mr. Vaibhav Taneja N/A USD male N/A N/A
Senior Vice President of Powertrain & Energy Engineering Mr. Andrew D. Baglino 301150 USD male 1981 N/A
Pres of Tesla Heavy Trucking Mr. Jerome Guillen 301150 USD male 1973 N/A
Chief Financial Officer Mr. Zachary J. Kirkhorn 276060 USD male 1985 N/A
Co-Founder, Chief Executive Officer & Director Mr. Elon R. Musk 23760 USD male 1972 N/A
SymbolDateRatingRating Score Rating Details
TSLA 18 June, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 17 June, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 16 June, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 15 June, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 14 June, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 11 June, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 10 June, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 9 June, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 8 June, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 7 June, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 4 June, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 3 June, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 2 June, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 1 June, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 28 May, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 27 May, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 26 May, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 25 May, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 24 May, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 21 May, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 20 May, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 19 May, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 18 May, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 17 May, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 14 May, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 13 May, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 12 May, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 11 May, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 10 May, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 7 May, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 6 May, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 5 May, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 4 May, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 3 May, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 30 April, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 29 April, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 28 April, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 27 April, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 26 April, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 23 April, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 22 April, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 21 April, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 20 April, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 19 April, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 16 April, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 15 April, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 14 April, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 13 April, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 12 April, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 9 April, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 8 April, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 7 April, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 6 April, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 5 April, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 1 April, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 31 March, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 30 March, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 29 March, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 26 March, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 25 March, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 24 March, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 23 March, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 22 March, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 19 March, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 18 March, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 17 March, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 16 March, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 15 March, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 12 March, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 11 March, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 10 March, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 9 March, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 8 March, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 5 March, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 4 March, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 3 March, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 2 March, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 1 March, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 26 February, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 25 February, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 24 February, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 23 February, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 22 February, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 19 February, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 18 February, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 17 February, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 5 February, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 4 February, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 3 February, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 2 February, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 1 February, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 29 January, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 28 January, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 27 January, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 26 January, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 25 January, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 22 January, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 21 January, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 20 January, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
TSLA 19 January, 2021 A+ 5 Rating DCF: (Strong Buy)
Rating ROE: (Neutral)
Rating DCF: (Neutral)
Rating DE: (Buy)
Rating PE: (Strong Buy)
Rating PB: (Strong Buy)
HolderSharesDate ReportedChange
LAFFER TENGLER INVESTMENTS 1 31 March, 2021 1
BLACKROCK INC. 50242363 31 March, 2021 161968
CAPITAL WORLD INVESTORS 40925678 31 March, 2021 -5323970
STATE STREET CORP 29430587 31 March, 2021 -119792
BAILLIE GIFFORD & CO 16216060 31 March, 2021 -11088110
GEODE CAPITAL MANAGEMENT, LLC 11971355 31 March, 2021 404120
JENNISON ASSOCIATES LLC 10739998 31 March, 2021 -1381584
FMR LLC 10708950 31 March, 2021 -4602761
NORTHERN TRUST CORP 8262415 31 March, 2021 167974
IRONWOOD FINANCIAL, LLC 106 31 March, 2021 -9
CORE WEALTH ADVISORS, INC. 105 31 March, 2021 10
SIMON QUICK ADVISORS, LLC 105 31 March, 2021 0
PERENNIAL ADVISORS, LLC 103 31 March, 2021 -22
INDEPENDENCE BANK OF KENTUCKY 101 31 March, 2021 -24
RED CEDAR CAPITAL, LLC 101 31 March, 2021 51
TOMPKINS FINANCIAL CORP 100 31 March, 2021 0
CENTERPOINT ADVISORS, LLC 98 31 March, 2021 0
CAPITAL ADVISORS, LTD. LLC 95 31 March, 2021 0
BOGART WEALTH, LLC 91 31 March, 2021 37
ABUNDANCE WEALTH COUNSELORS 90 31 March, 2021 90
MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. 89 31 March, 2021 -65
FIELDPOINT PRIVATE SECURITIES, LLC 88 31 March, 2021 -3381
PINNACLE BANCORP, INC. 88 31 March, 2021 88
COSTELLO ASSET MANAGEMENT, INC 84 31 March, 2021 -169
CORDASCO FINANCIAL NETWORK 70 31 March, 2021 -50
CLEARVIEW WEALTH ADVISORS LLC 64 31 March, 2021 29
ROBLE, BELKO & COMPANY, INC 59 31 March, 2021 2
PRINCETON GLOBAL ASSET MANAGEMENT LLC 58 31 March, 2021 8
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC 55 31 March, 2021 0
NEWSQUARE CAPITAL LLC 54 31 March, 2021 -15
THOMAS J. HERZFELD ADVISORS, INC. 51 31 March, 2021 1
WEST FINANCIAL ADVISORS, LLC 51 31 March, 2021 0
COWA, LLC 50 31 March, 2021 -56
GOALVEST ADVISORY LLC 50 31 March, 2021 0
HWG HOLDINGS LP 50 31 March, 2021 -3138
DELTA ASSET MANAGEMENT LLC/TN 48 31 March, 2021 10
CYPRESS CAPITAL MANAGEMENT LLC (WY) 45 31 March, 2021 0
LOWE WEALTH ADVISORS, LLC 44 31 March, 2021 0
CLEAR INVESTMENT RESEARCH, LLC 42 31 March, 2021 5
GLADIUS CAPITAL MANAGEMENT LP 40 31 March, 2021 40
VERITAS INVESTMENT PARTNERS (UK) LTD. 40 31 March, 2021 0
BETTER MONEY DECISIONS, LLC 36 31 March, 2021 36
CHARTER OAK CAPITAL MANAGEMENT, LLC 35 31 March, 2021 -20
HEXAGON CAPITAL PARTNERS LLC 33 31 March, 2021 -2219
LEE FINANCIAL CO 32 31 March, 2021 2
STANDARD FAMILY OFFICE LLC 32 31 March, 2021 0
CRESCENT CAPITAL CONSULTING, LLC 31 31 March, 2021 10
DISCIPLINED INVESTMENTS, LLC 30 31 March, 2021 -19
ASPIRE PRIVATE CAPITAL, LLC 26 31 March, 2021 9
BELLWETHER ADVISORS, LLC 26 31 March, 2021 -797
FORTIS ADVISORS, LLC 26 31 March, 2021 26
REGENCY CAPITAL MANAGEMENT INC.\DE 26 31 March, 2021 26
FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA 25 31 March, 2021 0
FIRST PREMIER BANK 25 31 March, 2021 5
MILESTONE RESOURCES GROUP LTD 25 31 March, 2021 11
NORTHWEST INVESTMENT COUNSELORS, LLC 25 31 March, 2021 25
NORWAY SAVINGS BANK 25 31 March, 2021 0
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CREATIVE PLANNING 365751 31 March, 2021 53988
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EATON VANCE MANAGEMENT 291643 31 March, 2021 182017
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STANDARD LIFE ABERDEEN PLC 281938 31 March, 2021 3759
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BAIRD FINANCIAL GROUP, INC. 208764 31 March, 2021 -11115
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HIGHTOWER ADVISORS, LLC 194417 31 March, 2021 1531
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NOMURA ASSET MANAGEMENT CO LTD 173793 31 March, 2021 19418
AXIOM INVESTORS LLC /DE 172128 31 March, 2021 -11776
USS INVESTMENT MANAGEMENT LTD 170345 31 March, 2021 16793
LAZARD ASSET MANAGEMENT LLC 170151 31 March, 2021 6722
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COMERICA BANK 142304 31 March, 2021 -974
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XPONANCE, INC. 136361 31 March, 2021 1057
TOWER RESEARCH CAPITAL LLC (TRC) 135412 31 March, 2021 111574
ENVESTNET ASSET MANAGEMENT INC 133662 31 March, 2021 22638
STIFEL FINANCIAL CORP 131817 31 March, 2021 54211
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CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 119404 31 March, 2021 -8988
NOMURA HOLDINGS INC 116277 31 March, 2021 -3802
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT 115951 31 March, 2021 -25201
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TRIVEST ADVISORS LTD 109000 31 March, 2021 -217200
PUBLIC SECTOR PENSION INVESTMENT BOARD 104410 31 March, 2021 44860
CALAMOS ADVISORS LLC 103899 31 March, 2021 234
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PNC FINANCIAL SERVICES GROUP, INC. 101345 31 March, 2021 -3221
KBC GROUP NV 100728 31 March, 2021 -101020
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IFM INVESTORS PTY LTD 82863 31 March, 2021 10982
ALPS ADVISORS INC 81526 31 March, 2021 24888
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FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 79578 31 March, 2021 -8122
BANK OF NOVA SCOTIA 78336 31 March, 2021 57088
PROFUND ADVISORS LLC 77506 31 March, 2021 17060
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BLAIR WILLIAM & CO/IL 72829 31 March, 2021 -33614
NORINCHUKIN BANK, THE 71494 31 March, 2021 4209
MARINER, LLC 70898 31 March, 2021 211
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MARYLAND STATE RETIREMENT & PENSION SYSTEM 58822 31 March, 2021 46560
NEUBERGER BERMAN GROUP LLC 58740 31 March, 2021 30574
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CITADEL ADVISORS LLC 58176 31 March, 2021 -49282
WORLDQUANT MILLENNIUM ADVISORS LLC 58049 31 March, 2021 0
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TAO CAPITAL MANAGEMENT LP 57500 31 March, 2021 -72500
QUADRATURE CAPITAL LTD 57189 31 March, 2021 -511
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TRUIST FINANCIAL CORP 54887 31 March, 2021 -15961
SIMPLEX TRADING, LLC 54069 31 March, 2021 -71351
CASTLEARK MANAGEMENT LLC 54028 31 March, 2021 3360
FRANCHISE CAPITAL LTD 53389 31 March, 2021 53389
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MACQUARIE GROUP LTD 52824 31 March, 2021 19210
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OPPENHEIMER & CO INC 51562 31 March, 2021 10838
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 51221 31 March, 2021 18254
DAI-ICHI LIFE INSURANCE COMPANY, LTD 50471 31 March, 2021 573
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NEW MEXICO EDUCATIONAL RETIREMENT BOARD 47900 31 March, 2021 0
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MML INVESTORS SERVICES, LLC 46678 31 March, 2021 1160
HUNTINGTON NATIONAL BANK 46230 31 March, 2021 32942
STRATEGIC WEALTH ADVISORS GROUP, LLC 46222 31 March, 2021 8457
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CIBC PRIVATE WEALTH GROUP, LLC 42851 31 March, 2021 469
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AEGON ASSET MANAGEMENT UK PLC 41796 31 March, 2021 -189209
QUILTER PLC 41684 31 March, 2021 -2452
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MERCER GLOBAL ADVISORS INC /ADV 40576 31 March, 2021 1227
TURIM 21 INVESTIMENTOS LTDA. 39960 31 March, 2021 39818
STEEL PEAK WEALTH MANAGEMENT LLC 39804 31 March, 2021 2694
CETERA INVESTMENT ADVISERS 39649 31 March, 2021 -6785
TSAI CAPITAL CORP 38308 31 March, 2021 1381
FIFTH THIRD BANCORP 38023 31 March, 2021 12652
AE WEALTH MANAGEMENT LLC 37340 31 March, 2021 -8280
BRIDGEWATER ASSOCIATES, LP 37059 31 March, 2021 37059
ADAMS DIVERSIFIED EQUITY FUND, INC. 36600 31 March, 2021 2800
LIGHT STREET CAPITAL MANAGEMENT, LLC 36522 31 March, 2021 -31868
M&T BANK CORP 35599 31 March, 2021 -1425
KESTRA ADVISORY SERVICES, LLC 35583 31 March, 2021 -14074
ADVISORS ASSET MANAGEMENT, INC. 35538 31 March, 2021 1906
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PATHSTONE FAMILY OFFICE, LLC 34781 31 March, 2021 32015
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CREDIT AGRICOLE S A 33079 31 March, 2021 8065
ADVISORY SERVICES NETWORK, LLC 32283 31 March, 2021 2171
HIGHPOINT ADVISOR GROUP LLC 32115 31 March, 2021 1355
EDGESTREAM PARTNERS, L.P. 31781 31 March, 2021 21416
HOYLECOHEN, LLC 31672 31 March, 2021 -3201
ZACKS INVESTMENT MANAGEMENT 31272 31 March, 2021 968
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APRIEM ADVISORS 30702 31 March, 2021 9
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KINNERET ADVISORY, LLC 29860 31 March, 2021 0
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MUFG SECURITIES EMEA PLC 28967 31 March, 2021 26654
NATIONAL ASSET MANAGEMENT, INC. 28123 31 March, 2021 537
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NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. 27860 31 March, 2021 -150
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MISSION WEALTH MANAGEMENT, LP 27346 31 March, 2021 -4336
MANCHESTER CAPITAL MANAGEMENT LLC 27287 31 March, 2021 358
CSS LLC/IL 26368 31 March, 2021 -1971
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IBM RETIREMENT FUND 26080 31 March, 2021 -1381
CAPITAL INTERNATIONAL SARL 26050 31 March, 2021 675
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MEEDER ASSET MANAGEMENT INC 25678 31 March, 2021 23872
TCW GROUP INC 25449 31 March, 2021 -22522
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QS INVESTORS, LLC 25331 31 March, 2021 7196
SCOTIA CAPITAL INC. 25142 31 March, 2021 -376
TOROSO INVESTMENTS, LLC 25086 31 March, 2021 12223
GFS ADVISORS, LLC 25024 31 March, 2021 25024
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PERSONAL CAPITAL ADVISORS CORP 24903 31 March, 2021 -4893
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BELVEDERE TRADING LLC 24376 31 March, 2021 24376
MEAG MUNICH ERGO, KAPITALANLAGEGESELLSCHAFT MBH 24266 31 March, 2021 18581
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FINANCIAL ARCHITECTS, INC 23672 31 March, 2021 22770
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MOTLEY FOOL ASSET MANAGEMENT LLC 23370 31 March, 2021 2930
STEWARD PARTNERS INVESTMENT ADVISORY, LLC 23239 31 March, 2021 8002
WEALTHSPIRE ADVISORS, LLC 23208 31 March, 2021 2567
BOKF, NA 22982 31 March, 2021 5316
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HIMENSION FUND 21841 31 March, 2021 3447
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EVANSON ASSET MANAGEMENT, LLC 21259 31 March, 2021 -1410
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INTELLECTUS PARTNERS, LLC 21009 31 March, 2021 -3030
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BAKER CHAD R 20595 31 March, 2021 0
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SPIRE WEALTH MANAGEMENT 20457 31 March, 2021 20457
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ALLSTATE CORP 20088 31 March, 2021 1342
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RICHARD BERNSTEIN ADVISORS LLC 19535 31 March, 2021 0
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SYNOVUS FINANCIAL CORP 19312 31 March, 2021 1829
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 19067 31 March, 2021 136
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CPWM, LLC 18853 31 March, 2021 -2350
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RATHBONE BROTHERS PLC 18666 31 March, 2021 -5806
KOSS-OLINGER CONSULTING, LLC 18606 31 March, 2021 18606
AREION ASSET MANAGEMENT CO LTD 18454 31 March, 2021 18454
BRIGHTON JONES LLC 17609 31 March, 2021 55
EVERENCE CAPITAL MANAGEMENT INC 17590 31 March, 2021 -380
WOLVERINE TRADING, LLC 17353 31 March, 2021 11493
DUPONT CAPITAL MANAGEMENT CORP 17266 31 March, 2021 216
BEL AIR INVESTMENT ADVISORS LLC 17214 31 March, 2021 5964
HARVEST VOLATILITY MANAGEMENT LLC 16951 31 March, 2021 6603
GENEOS WEALTH MANAGEMENT INC. 16859 31 March, 2021 7513
ACADIAN ASSET MANAGEMENT LLC 16441 31 March, 2021 6546
CIDEL ASSET MANAGEMENT INC 16292 31 March, 2021 -43
FLAGSHIP HARBOR ADVISORS, LLC 16229 31 March, 2021 -758
AIA GROUP LTD 16220 31 March, 2021 -2766
BAYESIAN CAPITAL MANAGEMENT, LP 16215 31 March, 2021 9395
EQUITABLE HOLDINGS, INC. 16085 31 March, 2021 1772
SUMITOMO LIFE INSURANCE CO 16034 31 March, 2021 1448
KEYSTONE FINANCIAL GROUP 15749 31 March, 2021 -3161
BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S 15694 31 March, 2021 8113
DRAPER ASSET MANAGEMENT, LLC 15592 31 March, 2021 -283
AURORA INVESTMENT MANAGERS, LLC. 15558 31 March, 2021 -7266
COHEN KLINGENSTEIN LLC 15360 31 March, 2021 12900
WORLD ASSET MANAGEMENT INC 15259 31 March, 2021 -897
UNITED AMERICAN SECURITIES INC. (D/B/A UAS ASSET MANAGEMENT) 15212 31 March, 2021 -18634
TIAA, FSB 15005 31 March, 2021 -764
BINGHAM OSBORN & SCARBOROUGH LLC 14996 31 March, 2021 296
TREXQUANT INVESTMENT LP 14983 31 March, 2021 14983
PERIGON WEALTH MANAGEMENT, LLC 14722 31 March, 2021 -779
INDEPENDENT ADVISOR ALLIANCE 14717 31 March, 2021 -6643
VERITABLE, L.P. 14692 31 March, 2021 -570
COOPER FINANCIAL GROUP 14591 31 March, 2021 -1877
COLDSTREAM CAPITAL MANAGEMENT INC 14527 31 March, 2021 3028
ITAU UNIBANCO HOLDING S.A. 14526 31 March, 2021 5054
BUCKINGHAM STRATEGIC WEALTH, LLC 14437 31 March, 2021 -1453
MEIJI YASUDA ASSET MANAGEMENT CO LTD. 14391 31 March, 2021 4841
KESTRA PRIVATE WEALTH SERVICES, LLC 14320 31 March, 2021 1098
VESTCOR INC 14305 31 March, 2021 -143
MAIN STREET FINANCIAL SOLUTIONS, LLC 14265 31 March, 2021 -2074
CHARTWELL INVESTMENT PARTNERS, LLC 14094 31 March, 2021 -1585
GWM ADVISORS LLC 14068 31 March, 2021 -554
QUANTITATIVE INVESTMENT MANAGEMENT, LLC 13894 31 March, 2021 13894
RESOURCES INVESTMENT ADVISORS, LLC. 13661 31 March, 2021 -498
FIRST QUADRANT L P/CA 13614 31 March, 2021 -27
CLEARSTEAD ADVISORS, LLC 13583 31 March, 2021 58
WEALTHFRONT ADVISERS LLC 13478 31 March, 2021 1582
SMITH ASSET MANAGEMENT GROUP LP 13468 31 March, 2021 -8209
AMERITAS INVESTMENT COMPANY, LLC 13423 31 March, 2021 8319
ILLINOIS MUNICIPAL RETIREMENT FUND 13407 31 March, 2021 4566
NEXT FINANCIAL HOLDINGS 13377 31 March, 2021 -2476
CLOUGH CAPITAL PARTNERS L P 13360 31 March, 2021 -13285
WETHERBY ASSET MANAGEMENT INC 13178 31 March, 2021 -1989
PINNACLE FAMILY ADVISORS, LLC 13076 31 March, 2021 1219
PARALLEL ADVISORS, LLC 13039 31 March, 2021 2255
D.A. DAVIDSON & CO. 12855 31 March, 2021 4797
VIRTU FINANCIAL LLC 12818 31 March, 2021 9176
ADVISOR PARTNERS LLC 12694 31 March, 2021 6271
GREENLEAF TRUST 12682 31 March, 2021 5879
APOLLON WEALTH MANAGEMENT, LLC 12650 31 March, 2021 10931
NICOLLET INVESTMENT MANAGEMENT, INC. 12403 31 March, 2021 -227
ACG WEALTH 12382 31 March, 2021 568
INTEGRATED WEALTH CONCEPTS LLC 12204 31 March, 2021 2436
LINCOLN NATIONAL CORP 12187 31 March, 2021 2240
INDEXIQ ADVISORS LLC 12163 31 March, 2021 -16312
NOESIS CAPITAL MANGEMENT CORP 12122 31 March, 2021 4480
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 12071 31 March, 2021 12071
BOSTON PRIVATE WEALTH LLC 12001 31 March, 2021 1324
ARCHON PARTNERS LLC 12000 31 March, 2021 -14950
J.SAFRA ASSET MANAGEMENT CORP 11855 31 March, 2021 -1225
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 11771 31 March, 2021 749
RAFFERTY ASSET MANAGEMENT, LLC 11666 31 March, 2021 2542
CULLEN/FROST BANKERS, INC. 11559 31 March, 2021 958
ACCREDITED INVESTORS INC. 11408 31 March, 2021 3130
JASPER RIDGE PARTNERS, L.P. 11355 31 March, 2021 0
HARVEST FUND MANAGEMENT CO., LTD 11234 31 March, 2021 -1672
KCM INVESTMENT ADVISORS LLC 11216 31 March, 2021 -674
J.W. COLE ADVISORS, INC. 11200 31 March, 2021 742
LS INVESTMENT ADVISORS, LLC 11181 31 March, 2021 518
INTEGRATED ADVISORS NETWORK LLC 11120 31 March, 2021 1442
CALAMOS WEALTH MANAGEMENT LLC 11089 31 March, 2021 3230
CABOT WEALTH MANAGEMENT INC 11036 31 March, 2021 -174
ROSENBLUM SILVERMAN SUTTON S F INC /CA 11001 31 March, 2021 -375
ATRIA INVESTMENTS LLC 10817 31 March, 2021 601
BANCO SANTANDER, S.A. 10775 31 March, 2021 1491
EVERCORE WEALTH MANAGEMENT, LLC 10761 31 March, 2021 63
CARDAN CAPITAL PARTNERS, LLC 10738 31 March, 2021 183
VENTURE VISIONARY PARTNERS LLC 10693 31 March, 2021 516
KEYBANK NATIONAL ASSOCIATION/OH 10690 31 March, 2021 -2035
PDT PARTNERS, LLC 10600 31 March, 2021 -1925
FIRST FOUNDATION ADVISORS 10541 31 March, 2021 3352
CORIENT CAPITAL PARTNERS, LLC 10535 31 March, 2021 605
MERIDIAN WEALTH MANAGEMENT, LLC 10449 31 March, 2021 -1404
TIEDEMANN ADVISORS, LLC 10414 31 March, 2021 -2205
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC 10397 31 March, 2021 879
VALEO FINANCIAL ADVISORS, LLC 10396 31 March, 2021 786
M HOLDINGS SECURITIES, INC. 10374 31 March, 2021 -1058
ALCOSTA CAPITAL MANAGEMENT, INC. 10333 31 March, 2021 -151
KARANI ASSET MANAGEMENT LLC 10195 31 March, 2021 0
JUSTINVEST LLC 10184 31 March, 2021 1283
FINANCIAL COUNSELORS INC 10151 31 March, 2021 4759
QUBE RESEARCH & TECHNOLOGIES LTD 10149 31 March, 2021 10149
PEOPLE'S UNITED FINANCIAL, INC. 10148 31 March, 2021 781
KIWI WEALTH INVESTMENTS LIMITED PARTNERSHIP 10065 31 March, 2021 1015
JACOBS LEVY EQUITY MANAGEMENT, INC 10037 31 March, 2021 -2438
COPPERWYND FINANCIAL, LLC 10034 31 March, 2021 9300
TEILINGER CAPITAL LTD. 10000 31 March, 2021 10000
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. 9975 31 March, 2021 3061
CONNING INC. 9947 31 March, 2021 -727
DECATUR CAPITAL MANAGEMENT, INC. 9938 31 March, 2021 -8947
INVESTMENT PARTNERS, LTD. 9781 31 March, 2021 -9
CERITY PARTNERS LLC 9682 31 March, 2021 -900
AUXANO ADVISORS, LLC 9634 31 March, 2021 -5073
CREWE ADVISORS LLC 9629 31 March, 2021 288
INVERNESS COUNSEL LLC /NY/ 9562 31 March, 2021 -2368
DOWLING & YAHNKE LLC 9537 31 March, 2021 652
STANLEY-LAMAN GROUP, LTD. 9446 31 March, 2021 9171
SHEAFF BROCK INVESTMENT ADVISORS, LLC 9385 31 March, 2021 -1682
GRATICULE ASIA MACRO ADVISORS LLC 9325 31 March, 2021 9325
DIVERSIFIED TRUST CO 9321 31 March, 2021 2664
180 WEALTH ADVISORS, LLC 9293 31 March, 2021 4358
KINGSVIEW WEALTH MANAGEMENT, LLC 9257 31 March, 2021 845
E FUND MANAGEMENT CO., LTD. 9227 31 March, 2021 9227
NORTHCOAST ASSET MANAGEMENT LLC 9213 31 March, 2021 -270
ARLINGTON FINANCIAL ADVISORS, LLC 9205 31 March, 2021 -155
APPLIED RESEARCH INVESTMENTS, LLC 9112 31 March, 2021 1727
STURGEON VENTURES LLP 9060 31 March, 2021 2745
IHT WEALTH MANAGEMENT, LLC 9040 31 March, 2021 15
CWM, LLC 9015 31 March, 2021 20
VIVALDI CAPITAL MANAGEMENT, LLC 8918 31 March, 2021 -1239
AIGEN INVESTMENT MANAGEMENT, LP 8901 31 March, 2021 8901
DUFF & PHELPS INVESTMENT MANAGEMENT CO 8885 31 March, 2021 1385
HIGHLAND CAPITAL MANAGEMENT, LLC 8803 31 March, 2021 -1469
INSTITUTE FOR WEALTH MANAGEMENT, LLC. 8776 31 March, 2021 -24
WESTERN WEALTH MANAGEMENT, LLC 8749 31 March, 2021 1264
GRADIENT CAPITAL ADVISORS, LLC 8712 31 March, 2021 66
CHECCHI CAPITAL ADVISERS, LLC 8677 31 March, 2021 1653
HOLLENCREST CAPITAL MANAGEMENT 8550 31 March, 2021 2216
MENLO ADVISORS LLC 8546 31 March, 2021 807
BROWN ADVISORY INC 8536 31 March, 2021 425
SOWELL FINANCIAL SERVICES LLC 8507 31 March, 2021 -4392
PINPOINT ASSET MANAGEMENT LTD 8500 31 March, 2021 -1900
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8482 31 March, 2021 4400
L & S ADVISORS INC 8471 31 March, 2021 357
SOUTH DAKOTA INVESTMENT COUNCIL 8438 31 March, 2021 2668
MAI CAPITAL MANAGEMENT 8426 31 March, 2021 491
DOUGLASS WINTHROP ADVISORS, LLC 8308 31 March, 2021 -3870
PROFESSIONAL PLANNING 8296 31 March, 2021 -716
NIA IMPACT ADVISORS, LLC 8286 31 March, 2021 -1829
BEACON POINTE ADVISORS, LLC 8234 31 March, 2021 -2331
SEQUOIA FINANCIAL ADVISORS, LLC 8191 31 March, 2021 -410
DYNAMIC ADVISOR SOLUTIONS LLC 8180 31 March, 2021 1366
REHMANN CAPITAL ADVISORY GROUP 8126 31 March, 2021 883
DAVENPORT & CO LLC 8108 31 March, 2021 -2529
COVINGTON CAPITAL MANAGEMENT 8039 31 March, 2021 -445
KORE PRIVATE WEALTH LLC 7977 31 March, 2021 -1866
BELPOINTE ASSET MANAGEMENT LLC 7854 31 March, 2021 -90
VERITI MANAGEMENT LLC 7819 31 March, 2021 3653
ROKOS CAPITAL MANAGEMENT LLP 7800 31 March, 2021 7800
STEVENS CAPITAL MANAGEMENT LP 7700 31 March, 2021 6600
MALAGA COVE CAPITAL, LLC 7685 31 March, 2021 -402
ESSEX FINANCIAL SERVICES, INC. 7672 31 March, 2021 -2612
KOVACK ADVISORS, INC. 7656 31 March, 2021 1225
BRIDGEWAY CAPITAL MANAGEMENT, LLC 7650 31 March, 2021 2600
RITHOLTZ WEALTH MANAGEMENT 7623 31 March, 2021 459
GENTRUST, LLC 7620 31 March, 2021 0
SAGE RHINO CAPITAL LLC 7599 31 March, 2021 0
CENTRIC WEALTH MANAGEMENT 7576 31 March, 2021 2686
VOYA FINANCIAL ADVISORS, INC. 7485 31 March, 2021 -316
BALLENTINE PARTNERS, LLC 7443 31 March, 2021 -1006
MEIJI YASUDA LIFE INSURANCE CO 7410 31 March, 2021 609
GLUSKIN SHEFF & ASSOC INC 7357 31 March, 2021 6757
FOCUSED WEALTH MANAGEMENT, INC 7330 31 March, 2021 89
KOSHINSKI ASSET MANAGEMENT, INC. 7320 31 March, 2021 271
PARK AVENUE SECURITIES LLC 7285 31 March, 2021 2459
PATRIOT INVESTMENT MANAGEMENT INC. 7277 31 March, 2021 424
COASTAL INVESTMENT ADVISORS, INC. 7255 31 March, 2021 90
SENTRY INVESTMENT MANAGEMENT LLC 7247 31 March, 2021 -28300
OSSIAM 7246 31 March, 2021 -1611
PURE FINANCIAL ADVISORS, INC. 7241 31 March, 2021 4101
PINNACLE ASSOCIATES LTD 7216 31 March, 2021 1173
JOSEPH P. LUCIA & ASSOCIATES, LLC 7181 31 March, 2021 -5013
EDMOND DE ROTHSCHILD HOLDING S.A. 7147 31 March, 2021 528
BRIDGECREEK INVESTMENT MANAGEMENT, LLC 7145 31 March, 2021 -685
SIGNATUREFD, LLC 7125 31 March, 2021 1131
PARKER INVESTMENT MANAGEMENT, LLC 7086 31 March, 2021 -3783
PRIVATE CAPITAL MANAGEMENT LLC 7084 31 March, 2021 1248
MARK SHEPTOFF FINANCIAL PLANNING, LLC 7068 31 March, 2021 -119
LEVEL FOUR ADVISORY SERVICES, LLC 7058 31 March, 2021 -1234
STEPHENS INC /AR/ 7048 31 March, 2021 221
FREESTONE CAPITAL HOLDINGS, LLC 7045 31 March, 2021 2621
O'NEIL GLOBAL ADVISORS, INC. 7035 31 March, 2021 7035
LEE CAPITAL HOLDINGS LLC 7000 31 March, 2021 0
LONGITUDE (CAYMAN) LTD. 7000 31 March, 2021 7000
GIRARD PARTNERS LTD. 6939 31 March, 2021 -199
CENTAURUS FINANCIAL, INC. 6919 31 March, 2021 1240
WE ARE ONE SEVEN, LLC 6906 31 March, 2021 -190
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 6902 31 March, 2021 -646
EQIS CAPITAL MANAGEMENT, INC. 6898 31 March, 2021 2148
ETF MANAGERS GROUP, LLC 6897 31 March, 2021 -3036
NWK GROUP, INC. 6897 31 March, 2021 -94
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 6870 31 March, 2021 -8350
GLENMEDE TRUST CO NA 6694 31 March, 2021 -1433
WEALTHCARE ADVISORY PARTNERS LLC 6674 31 March, 2021 804
WEALTHSHIELD PARTNERS, LLC 6671 31 March, 2021 -7527
CHANGE PATH, LLC 6664 31 March, 2021 580
QP WEALTH MANAGEMENT, LLC 6648 31 March, 2021 -75
SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC 6610 31 March, 2021 5339
EP WEALTH ADVISORS, LLC 6549 31 March, 2021 314
OPTIMAL ASSET MANAGEMENT, INC. 6546 31 March, 2021 2800
APTUS CAPITAL ADVISORS, LLC 6537 31 March, 2021 2527
ANDRA AP-FONDEN 6500 31 March, 2021 -1100
FINEMARK NATIONAL BANK & TRUST 6477 31 March, 2021 452
WEATHERLY ASSET MANAGEMENT L. P. 6475 31 March, 2021 -485
PARSONS CAPITAL MANAGEMENT INC/RI 6474 31 March, 2021 -28
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC 6469 31 March, 2021 144
GLOBAL RETIREMENT PARTNERS, LLC 6444 31 March, 2021 -313
FULTON FINANCIAL ADVISORS N A 6442 31 March, 2021 2091
FINANCIAL GRAVITY COMPANIES, INC. 6435 31 March, 2021 2114
EAGLE ASSET MANAGEMENT INC 6306 31 March, 2021 6147
BIENVILLE CAPITAL MANAGEMENT, LLC 6295 31 March, 2021 716
FIRST MERCANTILE TRUST CO 6295 31 March, 2021 -395
ALTMAN ADVISORS, INC. 6275 31 March, 2021 -254
REGIONS FINANCIAL CORP 6256 31 March, 2021 744
MAGNUS FINANCIAL GROUP LLC 6235 31 March, 2021 -1479
BRADLEY & CO. PRIVATE WEALTH MANAGEMENT, LLC 6216 31 March, 2021 6216
ASHFIELD CAPITAL PARTNERS, LLC 6212 31 March, 2021 -361
PERENNIAL INVESTMENT ADVISORS, LLC 6172 31 March, 2021 281
STRATEGIC BLUEPRINT, LLC 6162 31 March, 2021 -3899
TRUST ASSET MANAGEMENT LLC 6124 31 March, 2021 6124
PRINCIPLE WEALTH PARTNERS LLC 6106 31 March, 2021 -180
CAPROCK GROUP, INC. 6102 31 March, 2021 -1564
VANGUARD CAPITAL WEALTH ADVISORS 6078 31 March, 2021 -100
KINGS POINT CAPITAL MANAGEMENT 6037 31 March, 2021 185
MARSICO CAPITAL MANAGEMENT LLC 5998 31 March, 2021 -50460
STONNINGTON GROUP, LLC 5980 31 March, 2021 5980
AMERICAN INVESTMENT SERVICES, INC. 5974 31 March, 2021 -1
COMPAGNIE LOMBARD ODIER SCMA 5927 31 March, 2021 -1186
DARWIN ADVISORS, LLC 5833 31 March, 2021 -1225
TRUST CO OF VERMONT 5828 31 March, 2021 -164
TOKIO MARINE ASSET MANAGEMENT CO LTD 5827 31 March, 2021 741
BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS 5784 31 March, 2021 4593
PROEQUITIES, INC. 5726 31 March, 2021 102
PFG ADVISORS 5718 31 March, 2021 824
IEQ CAPITAL, LLC 5717 31 March, 2021 5717
QUADRANT CAPITAL GROUP LLC 5654 31 March, 2021 357
LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA 5653 31 March, 2021 5653
FSA WEALTH MANAGEMENT LLC 5621 31 March, 2021 -161
KESSLER INVESTMENT GROUP, LLC 5621 31 March, 2021 5536
AUSTIN PRIVATE WEALTH, LLC 5566 31 March, 2021 4022
DELTA INVESTMENT MANAGEMENT, LLC 5528 31 March, 2021 -74
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 5521 31 March, 2021 -37915
MONETA GROUP INVESTMENT ADVISORS LLC 5510 31 March, 2021 3177
OPPENHEIMER ASSET MANAGEMENT INC. 5493 31 March, 2021 144
ARETE WEALTH ADVISORS, LLC 5476 31 March, 2021 719
CENTRAL TRUST CO 5455 31 March, 2021 565
AVESTAR CAPITAL, LLC 5448 31 March, 2021 -230
ARGI INVESTMENT SERVICES, LLC 5400 31 March, 2021 303
TRUE PRIVATE WEALTH ADVISORS 5393 31 March, 2021 174
WEALTH ARCHITECTS, LLC 5385 31 March, 2021 48
FIRST CITIZENS BANK & TRUST CO 5382 31 March, 2021 -14
DEDORA CAPITAL, INC. 5361 31 March, 2021 -475
QTRON INVESTMENTS LLC 5322 31 March, 2021 0
STELAC ADVISORY SERVICES LLC 5314 31 March, 2021 2002
CONCENTRUM WEALTH MANAGEMENT 5310 31 March, 2021 97
AVITAS WEALTH MANAGEMENT LLC 5306 31 March, 2021 -2105
POLARIS WEALTH ADVISORY GROUP, LLC 5298 31 March, 2021 -219
KRILOGY FINANCIAL LLC 5287 31 March, 2021 -1225
CENTRE ASSET MANAGEMENT, LLC 5270 31 March, 2021 -90
MAVEN SECURITIES LTD 5255 31 March, 2021 5255
GARDE CAPITAL, INC. 5237 31 March, 2021 -691
HBK SORCE ADVISORY LLC 5192 31 March, 2021 429
AVIDIAN WEALTH SOLUTIONS, LLC 5189 31 March, 2021 -67
NWAM LLC 5189 31 March, 2021 383
ENLIGHTENMENT RESEARCH, LLC 5185 31 March, 2021 5185
HORIZON INVESTMENTS, LLC 5171 31 March, 2021 5171
TOWNSQUARE CAPITAL LLC 5152 31 March, 2021 1257
EMERSON POINT CAPITAL LP 5125 31 March, 2021 0
MOORS & CABOT, INC. 5110 31 March, 2021 -1080
VERDE CAPITAL MANAGEMENT 5105 31 March, 2021 -1035
CYPRESS POINT WEALTH MANAGEMENT, LLC 5090 31 March, 2021 0
CYPRESS WEALTH SERVICES, LLC 5088 31 March, 2021 30
FINANCIAL AVENGERS, INC. 5057 31 March, 2021 -2010
OLD NATIONAL BANCORP /IN/ 5037 31 March, 2021 47
VIRIDIAN RIA, LLC 5005 31 March, 2021 78
CIRCLE WEALTH MANAGEMENT, LLC 5002 31 March, 2021 845
INTACT INVESTMENT MANAGEMENT INC. 5000 31 March, 2021 2000
ORION PORTFOLIO SOLUTIONS, LLC 4986 31 March, 2021 747
BROOKSTONE CAPITAL MANAGEMENT 4971 31 March, 2021 -563
HCR WEALTH ADVISORS 4967 31 March, 2021 140
CIM INVESTMENT MANGEMENT INC 4946 31 March, 2021 761
TRAYNOR CAPITAL MANAGEMENT, INC. 4923 31 March, 2021 377
NORTHROCK PARTNERS, LLC 4922 31 March, 2021 259
BRYN MAWR TRUST CO 4895 31 March, 2021 72
BENEDETTI & GUCER, INC. 4886 31 March, 2021 4886
INSIGHT ADVISORS, LLC/ PA 4848 31 March, 2021 1229
SAWTOOTH SOLUTIONS, LLC 4844 31 March, 2021 -13025
PRIME CAPITAL INVESTMENT ADVISORS, LLC 4807 31 March, 2021 3547
FIRST NATIONAL TRUST CO 4804 31 March, 2021 1750
CAPITAL PLANNING ADVISORS, LLC 4803 31 March, 2021 2522
NORTHEAST INVESTMENT MANAGEMENT 4800 31 March, 2021 375
ALTIUM WEALTH MANAGEMENT LLC 4786 31 March, 2021 1288
ALTA WEALTH ADVISORS LLC 4723 31 March, 2021 -12
B. RILEY WEALTH MANAGEMENT, INC. 4709 31 March, 2021 443
CULLINAN ASSOCIATES INC 4700 31 March, 2021 -1300
SYSTEMATIC ALPHA INVESTMENTS, LLC 4700 31 March, 2021 4700
BILTMORE CAPITAL ADVISORS LLC 4694 31 March, 2021 3924
ALPHA CUBED INVESTMENTS, LLC 4692 31 March, 2021 -1477
SMITH, MOORE & CO. 4636 31 March, 2021 66
GOLDEN STATE WEALTH MANAGEMENT, LLC 4624 31 March, 2021 -327
LAIDLAW WEALTH MANAGEMENT LLC 4616 31 March, 2021 1936
FISHER ASSET MANAGEMENT, LLC 4607 31 March, 2021 87
MADDEN SECURITIES CORP 4598 31 March, 2021 4598
ARTHUR M. COHEN & ASSOCIATES, LLC 4563 31 March, 2021 -372
LAUREL WEALTH ADVISORS, INC. 4563 31 March, 2021 -1622
GREAT VALLEY ADVISOR GROUP, INC. 4523 31 March, 2021 -1624
WILLIAMS JONES WEALTH MANAGEMENT, LLC. 4484 31 March, 2021 134
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4471 31 March, 2021 2422
WRIGHT INVESTORS SERVICE INC 4440 31 March, 2021 4440
PRIVATE ADVISORY GROUP LLC 4432 31 March, 2021 -176
SEPIO CAPITAL, LP 4396 31 March, 2021 1943
COASTLINE TRUST CO 4390 31 March, 2021 2065
NADLER FINANCIAL GROUP, INC. 4381 31 March, 2021 -83
RWQ FINANCIAL MANAGEMENT SERVICES, INC. 4375 31 March, 2021 -6025
TSFG, LLC 4375 31 March, 2021 -48
AMG NATIONAL TRUST BANK 4372 31 March, 2021 -190
ETHIC INC. 4337 31 March, 2021 1295
CALIBER WEALTH MANAGEMENT, LLC 4323 31 March, 2021 1503
GOFEN & GLOSSBERG LLC /IL/ 4310 31 March, 2021 505
BROWN BROTHERS HARRIMAN & CO 4306 31 March, 2021 549
MONTEREY PRIVATE WEALTH, INC. 4301 31 March, 2021 -370
PEREGRINE ASSET ADVISERS, INC. 4296 31 March, 2021 204
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4295 31 March, 2021 -267
ROYAL FUND MANAGEMENT, LLC 4292 31 March, 2021 24
SILVERCREST ASSET MANAGEMENT GROUP LLC 4292 31 March, 2021 272
BARINGS LLC 4278 31 March, 2021 -96
GLADSTONE INSTITUTIONAL ADVISORY LLC 4277 31 March, 2021 654
FDX ADVISORS, INC. 4260 31 March, 2021 -1348
WHITTIER TRUST CO 4253 31 March, 2021 482
BIRINYI ASSOCIATES INC 4250 31 March, 2021 350
KARN, COUZENS & ASSOCIATES, INC. 4242 31 March, 2021 -1238
HIGHLAND PRIVATE WEALTH MANAGEMENT 4237 31 March, 2021 63
FIRST HAWAIIAN BANK 4233 31 March, 2021 2396
PEAPACK GLADSTONE FINANCIAL CORP 4225 31 March, 2021 43
ALLWORTH FINANCIAL LP 4209 31 March, 2021 989
BOURNE LENT ASSET MANAGEMENT INC 4200 31 March, 2021 0
QUANTBOT TECHNOLOGIES LP 4193 31 March, 2021 -1824
CRESTWOOD ADVISORS GROUP LLC 4163 31 March, 2021 391
LIBERTY WEALTH MANAGEMENT LLC 4151 31 March, 2021 0
IFG ADVISORY, LLC 4148 31 March, 2021 -78
HARVEST INVESTMENT SERVICES, LLC 4145 31 March, 2021 3508
PRIO WEALTH LIMITED PARTNERSHIP 4140 31 March, 2021 -640
CAMDEN CAPITAL, LLC 4110 31 March, 2021 834
PENSERRA CAPITAL MANAGEMENT LLC 4102 31 March, 2021 665
ECHO WEALTH MANAGEMENT, LLC 4095 31 March, 2021 -324
HOMRICH & BERG 4067 31 March, 2021 912
AUSDAL FINANCIAL PARTNERS, INC. 4010 31 March, 2021 420
INTERCHANGE CAPITAL PARTNERS, LLC 3992 31 March, 2021 -920
CAPULA MANAGEMENT LTD 3969 31 March, 2021 2885
BENJAMIN F. EDWARDS & COMPANY, INC. 3949 31 March, 2021 682
GLASSMAN WEALTH SERVICES 3928 31 March, 2021 19
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 3917 31 March, 2021 3917
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3916 31 March, 2021 151
CI INVESTMENTS INC. 3900 31 March, 2021 -36744
FOUNTAINHEAD AM, LLC 3900 31 March, 2021 189
PITCAIRN CO 3895 31 March, 2021 407
BARD FINANCIAL SERVICES, INC. 3885 31 March, 2021 -740
SANDY SPRING BANK 3880 31 March, 2021 183
CUNNING CAPITAL PARTNERS, LP 3860 31 March, 2021 3860
ODER INVESTMENT MANAGEMENT, LLC 3838 31 March, 2021 757
INTEROCEAN CAPITAL GROUP, LLC 3808 31 March, 2021 2326
PROEM ADVISORS LLC 3800 31 March, 2021 1300
SUMMIT TRAIL ADVISORS, LLC 3791 31 March, 2021 438
TRITON WEALTH MANAGEMENT, PLLC 3785 31 March, 2021 1044
FRISCH FINANCIAL GROUP, INC. 3776 31 March, 2021 24
AGF INVESTMENTS INC. 3755 31 March, 2021 1405
SNS FINANCIAL GROUP, LLC 3751 31 March, 2021 -73
SKYOAK WEALTH, LLC 3749 31 March, 2021 -17
JT STRATFORD LLC 3742 31 March, 2021 2124
CONSOLIDATED CAPITAL MANAGEMENT, LLC 3733 31 March, 2021 -2453
RFG ADVISORY, LLC 3732 31 March, 2021 42
SEEYOND 3722 31 March, 2021 234
EVERGREEN CAPITAL MANAGEMENT LLC 3719 31 March, 2021 651
LAKE STREET ADVISORS GROUP, LLC 3718 31 March, 2021 174
BANQUE PICTET & CIE SA 3707 31 March, 2021 172
FIRST HEARTLAND CONSULTANTS, INC. 3707 31 March, 2021 1008
WADE G W & INC 3699 31 March, 2021 25
ROPES WEALTH ADVISORS LLC 3657 31 March, 2021 -193
FIRST HORIZON CORP 3650 31 March, 2021 -33
POLAR ASSET MANAGEMENT PARTNERS INC. 3633 31 March, 2021 3633
WEALTHPLAN PARTNERS, LLC 3609 31 March, 2021 214
LINDBROOK CAPITAL, LLC 3599 31 March, 2021 -1051
BALASA DINVERNO & FOLTZ LLC 3575 31 March, 2021 846
1776 WEALTH LLC 3552 31 March, 2021 1452
IFP ADVISORS, INC 3546 31 March, 2021 88
RICE PARTNERSHIP, LLC 3537 31 March, 2021 -1333
BESSEMER GROUP INC 3526 31 March, 2021 -1578
MONETARY MANAGEMENT GROUP INC 3524 31 March, 2021 2069
WEALTHSTONE, INC. 3518 31 March, 2021 160
PHOENIX WEALTH ADVISORS 3517 31 March, 2021 50
BANK JULIUS BAER & CO. LTD, ZURICH 3512 31 March, 2021 -430
FORTE CAPITAL LLC /ADV 3485 31 March, 2021 270
MERIT FINANCIAL GROUP, LLC 3460 31 March, 2021 -322
TRANSCEND WEALTH COLLECTIVE, LLC 3459 31 March, 2021 -478
BLUESTEIN R H & CO 3450 31 March, 2021 -15
NORTH STAR ASSET MANAGEMENT INC 3448 31 March, 2021 -601
U S GLOBAL INVESTORS INC 3400 31 March, 2021 400
PLANCORP, LLC 3389 31 March, 2021 -33
FIRST NATIONAL BANK OF HUTCHINSON 3380 31 March, 2021 3380
VIDENT INVESTMENT ADVISORY, LLC 3378 31 March, 2021 1665
LINEWEAVER WEALTH ADVISORS, LLC 3373 31 March, 2021 10
CEDAR BROOK FINANCIAL PARTNERS, LLC 3369 31 March, 2021 -293
JUMP FINANCIAL, LLC 3367 31 March, 2021 2567
BDO WEALTH ADVISORS, LLC 3360 31 March, 2021 2299
VERDENCE CAPITAL ADVISORS LLC 3354 31 March, 2021 -149
ARJUNA CAPITAL 3353 31 March, 2021 3042
MOORE CAPITAL MANAGEMENT, LP 3350 31 March, 2021 3350
BERMAN CAPITAL ADVISORS, LLC 3347 31 March, 2021 989
ACCESS FINANCIAL SERVICES, INC. 3342 31 March, 2021 -541
GENESEE CAPITAL ADVISORS, LLC 3340 31 March, 2021 64
DUMONT & BLAKE INVESTMENT ADVISORS LLC 3335 31 March, 2021 1670
BROADLEAF PARTNERS, LLC 3333 31 March, 2021 3333
TEXAS YALE CAPITAL CORP. 3300 31 March, 2021 -10
IPG INVESTMENT ADVISORS LLC 3288 31 March, 2021 2381
HIGH PINES WEALTH MANAGEMENT, LLC 3284 31 March, 2021 -1783
CONCORDE ASSET MANAGEMENT, LLC 3265 31 March, 2021 562
AFFINITY CAPITAL ADVISORS, LLC 3263 31 March, 2021 -346
REILLY FINANCIAL ADVISORS, LLC 3260 31 March, 2021 1404
SPOTLIGHT ASSET GROUP, INC. 3255 31 March, 2021 1385
BBVA USA BANCSHARES, INC. 3242 31 March, 2021 2591
TRELLIS ADVISORS, LLC 3242 31 March, 2021 -7
ASCENT WEALTH PARTNERS, LLC 3222 31 March, 2021 -1355
TANAKA CAPITAL MANAGEMENT INC 3210 31 March, 2021 -10
WASHINGTON TRUST BANK 3210 31 March, 2021 0
E FUND MANAGEMENT (HONG KONG) CO., LTD. 3200 31 March, 2021 800
SYMPHONY FINANCIAL, LTD. CO. 3195 31 March, 2021 2219
INTERCONTINENTAL WEALTH ADVISORS, LLC 3193 31 March, 2021 1632
PINNACLE WEALTH PLANNING SERVICES, INC. 3169 31 March, 2021 437
D.B. ROOT & COMPANY, LLC 3160 31 March, 2021 -908
MITCHELL MCLEOD PUGH & WILLIAMS INC 3139 31 March, 2021 279
CONDOR CAPITAL MANAGEMENT 3107 31 March, 2021 -786
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC 3103 31 March, 2021 -821
ATONRA PARTNERS 3098 31 March, 2021 -630
PICTET & CIE (EUROPE) SA 3081 31 March, 2021 1607
MITCHELL CAPITAL MANAGEMENT CO 3066 31 March, 2021 3066
RAYMOND JAMES TRUST N.A. 3040 31 March, 2021 471
CONNABLE OFFICE INC 3039 31 March, 2021 -490
B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEMENT 3028 31 March, 2021 -12
MAIN STREET RESEARCH LLC 3021 31 March, 2021 120
SEACREST WEALTH MANAGEMENT, LLC 3020 31 March, 2021 -859
CUBIST SYSTEMATIC STRATEGIES, LLC 3019 31 March, 2021 -12556
CLARO ADVISORS LLC 3010 31 March, 2021 238
CHASE INVESTMENT COUNSEL CORP 3000 31 March, 2021 0
MOSELEY INVESTMENT MANAGEMENT INC 2999 31 March, 2021 223
CONCENTRIC WEALTH MANAGEMENT, LLC 2981 31 March, 2021 1
PATTEN & PATTEN INC/TN 2978 31 March, 2021 98
PHOENIX HOLDINGS LTD. 2960 31 March, 2021 2960
CX INSTITUTIONAL 2956 31 March, 2021 199
BERNARDO WEALTH PLANNING LLC 2950 31 March, 2021 -2552
ABBREA CAPITAL, LLC 2947 31 March, 2021 1140
EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MA 2937 31 March, 2021 -727
EMPOWERED FUNDS, LLC 2910 31 March, 2021 0
LYELL WEALTH MANAGEMENT, LP 2908 31 March, 2021 3
EXCHANGE TRADED CONCEPTS, LLC 2907 31 March, 2021 149
BRIDGES INVESTMENT MANAGEMENT INC 2872 31 March, 2021 10
GIFFORD FONG ASSOCIATES 2868 31 March, 2021 0
ADELL HARRIMAN & CARPENTER INC 2862 31 March, 2021 -15
MCCARTHY ASSET MANAGEMENT, INC. 2850 31 March, 2021 230
PARADIGM ASSET MANAGEMENT CO LLC 2850 31 March, 2021 -300
RIDGECREST WEALTH PARTNERS, LLC 2845 31 March, 2021 2845
SCOPUS ASSET MANAGEMENT, L.P. 2845 31 March, 2021 -3020
OAK GROVE CAPITAL LLC 2836 31 March, 2021 -439
SAVANT CAPITAL, LLC 2836 31 March, 2021 510
TOWER BRIDGE ADVISORS 2825 31 March, 2021 -300
CENTIVA CAPITAL, LP 2824 31 March, 2021 -6493
WALDRON PRIVATE WEALTH LLC 2822 31 March, 2021 325
PAX FINANCIAL GROUP, LLC 2820 31 March, 2021 336
WEALTH MANAGEMENT PARTNERS, LLC 2818 31 March, 2021 -57
PARISI GRAY WEALTH MANAGEMENT 2815 31 March, 2021 -44
UNITED ASSET STRATEGIES, INC. 2804 31 March, 2021 166
PURUS WEALTH MANAGEMENT, LLC 2801 31 March, 2021 -384
CORDATUS WEALTH MANAGEMENT LLC 2793 31 March, 2021 56
COMERICA SECURITIES,INC. 2782 31 March, 2021 1514
BARTLETT & CO. LLC 2780 31 March, 2021 -355
PARAMETRICA MANAGEMENT LTD 2773 31 March, 2021 2773
IRONWOOD INVESTMENT COUNSEL, LLC 2768 31 March, 2021 223
WEST BRANCH CAPITAL LLC 2767 31 March, 2021 272
ARBOR TRUST WEALTH ADVISORS, LLC 2760 31 March, 2021 10
INTRUST BANK NA 2735 31 March, 2021 2035
MIRACLE MILE ADVISORS, LLC 2727 31 March, 2021 306
PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 2723 31 March, 2021 -1310
STRATEGIC ADVISORS LLC 2711 31 March, 2021 -83
ALERUS FINANCIAL NA 2678 31 March, 2021 2678
MIZUHO SECURITIES CO. LTD. 2668 31 March, 2021 -12
SFMG, LLC 2653 31 March, 2021 256
ZUCKERMAN INVESTMENT GROUP, LLC 2645 31 March, 2021 298
CORNERSTONE WEALTH MANAGEMENT, LLC 2631 31 March, 2021 389
OXINAS PARTNERS WEALTH MANAGEMENT LLC 2629 31 March, 2021 1881
M&G INVESTMENT MANAGEMENT LTD 2622 31 March, 2021 -29
FULTON BREAKEFIELD BROENNIMAN LLC 2619 31 March, 2021 349
ARKADIOS WEALTH ADVISORS 2609 31 March, 2021 -875
PRW WEALTH MANAGEMENT LLC 2600 31 March, 2021 -392
ROOSEVELT INVESTMENT GROUP LLC 2600 31 March, 2021 68
CUMBERLAND PARTNERS LTD 2585 31 March, 2021 0
RVW WEALTH, LLC 2585 31 March, 2021 0
STRATOS WEALTH ADVISORS, LLC 2584 31 March, 2021 -67
COLONY GROUP LLC 2576 31 March, 2021 985
FNY INVESTMENT ADVISERS, LLC 2568 31 March, 2021 2568
CRESCENT GROVE ADVISORS, LLC 2552 31 March, 2021 62
COLORADO CAPITAL MANAGEMENT, INC. 2547 31 March, 2021 -1
CLARITY WEALTH ADVISORS, LLC 2544 31 March, 2021 -583
BURNEY CO/ 2532 31 March, 2021 -55
MORSE ASSET MANAGEMENT, INC 2528 31 March, 2021 -1377
INTERSECT CAPITAL LLC 2503 31 March, 2021 76
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2494 31 March, 2021 562
CASTLE ROCK WEALTH MANAGEMENT, LLC 2491 31 March, 2021 1340
BARR E S & CO 2485 31 March, 2021 0
COLONY FAMILY OFFICES, LLC 2485 31 March, 2021 2485
HARFST & ASSOCIATES, INC. 2469 31 March, 2021 216
TELEMUS CAPITAL, LLC 2467 31 March, 2021 -342
BAKER AVENUE ASSET MANAGEMENT, LP 2463 31 March, 2021 66
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC 2458 31 March, 2021 1340
STRATEGIC FINANCIAL SERVICES, INC, 2450 31 March, 2021 -1
SILVANT CAPITAL MANAGEMENT LLC 2443 31 March, 2021 0
CARROLL FINANCIAL ASSOCIATES, INC. 2435 31 March, 2021 -579
PRIVATE ASSET MANAGEMENT INC 2435 31 March, 2021 68
BERGANKDV WEALTH MANAGEMENT, LLC 2431 31 March, 2021 15
OAK ASSOCIATES LTD /OH/ 2425 31 March, 2021 -1200
JACOBI CAPITAL MANAGEMENT LLC 2415 31 March, 2021 416
WESBANCO BANK INC 2408 31 March, 2021 -88
MARCO INVESTMENT MANAGEMENT LLC 2405 31 March, 2021 -530
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC 2403 31 March, 2021 394
CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 2400 31 March, 2021 -274
BLUE ZONE WEALTH ADVISORS, LLC 2371 31 March, 2021 -2
FINANCIAL MANAGEMENT NETWORK INC 2362 31 March, 2021 272
SHEPHERD FINANCIAL PARTNERS LLC 2356 31 March, 2021 3
MOSAIC FAMILY WEALTH, LLC 2355 31 March, 2021 104
TRIAGEN WEALTH MANAGEMENT LLC 2351 31 March, 2021 -1269
LSV ASSET MANAGEMENT 2340 31 March, 2021 2340
REGENT INVESTMENT MANAGEMENT LLC 2335 31 March, 2021 -85
CAPITAL ASSET ADVISORY SERVICES LLC 2319 31 March, 2021 871
CALTON & ASSOCIATES, INC. 2307 31 March, 2021 -358
LAIRD NORTON TRUST COMPANY, LLC 2290 31 March, 2021 -890
ALTSHULER SHAHAM LTD 2281 31 March, 2021 643
ZWJ INVESTMENT COUNSEL INC 2275 31 March, 2021 -2385
KEMPEN CAPITAL MANAGEMENT N.V. 2266 31 March, 2021 -1250
VESTOR CAPITAL, LLC 2262 31 March, 2021 505
PERSONAL CFO SOLUTIONS, LLC 2259 31 March, 2021 -812
INTRUA FINANCIAL, LLC 2257 31 March, 2021 70
FINANCIAL ENGINES ADVISORS L.L.C. 2250 31 March, 2021 -93
HARBOR FINANCIAL SERVICES, LLC 2242 31 March, 2021 -3955
DAVIS R M INC 2241 31 March, 2021 -160
HARBOR INVESTMENT ADVISORY, LLC 2219 31 March, 2021 -45
CAPITAL ADVISORS INC/OK 2217 31 March, 2021 -27
MERRIMAN WEALTH MANAGEMENT, LLC 2209 31 March, 2021 -361
TCI WEALTH ADVISORS, INC. 2209 31 March, 2021 217
V WEALTH ADVISORS LLC 2204 31 March, 2021 -138
JACOBS & CO/CA 2203 31 March, 2021 7
INGALLS & SNYDER LLC 2200 31 March, 2021 166
RMB CAPITAL MANAGEMENT, LLC 2200 31 March, 2021 -250
HOLISTIC FINANCIAL PARTNERS 2190 31 March, 2021 182
SAGEGUARD FINANCIAL GROUP, LLC 2186 31 March, 2021 229
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 2185 31 March, 2021 0
BLUE SQUARE ASSET MANAGEMENT, LLC 2175 31 March, 2021 97
DOHJ, LLC 2174 31 March, 2021 1918
LENOX WEALTH ADVISORS, LLC 2174 31 March, 2021 932
STERLING INVESTMENT ADVISORS, LTD. 2174 31 March, 2021 1487
LARSON FINANCIAL GROUP LLC 2164 31 March, 2021 -178
FORMIDABLE ASSET MANAGEMENT, LLC 2161 31 March, 2021 -1274
MIRADOR CAPITAL PARTNERS LP 2151 31 March, 2021 237
CRYSTAL ROCK CAPITAL MANAGEMENT 2150 31 March, 2021 -725
NVWM, LLC 2148 31 March, 2021 -60
HILLTOP HOLDINGS INC. 2137 31 March, 2021 -37
DOCK STREET ASSET MANAGEMENT INC 2136 31 March, 2021 9
EDGE WEALTH MANAGEMENT LLC 2131 31 March, 2021 -541
HOWARD CAPITAL MANAGEMENT GROUP, LLC 2131 31 March, 2021 2131
RMR WEALTH BUILDERS 2130 31 March, 2021 1621
6 MERIDIAN 2128 31 March, 2021 2128
HOHIMER WEALTH MANAGEMENT, LLC 2125 31 March, 2021 573
DAKOTA WEALTH MANAGEMENT 2123 31 March, 2021 -703
TOTH FINANCIAL ADVISORY CORP 2115 31 March, 2021 4
SOA WEALTH ADVISORS, LLC. 2113 31 March, 2021 381
FORT POINT CAPITAL PARTNERS LLC 2100 31 March, 2021 -130
STOCK YARDS BANK & TRUST CO 2098 31 March, 2021 -45
VALMARK ADVISERS, INC. 2092 31 March, 2021 80
PROFICIO CAPITAL PARTNERS LLC 2090 31 March, 2021 103
UMB BANK N A/MO 2087 31 March, 2021 1079
GUYASUTA INVESTMENT ADVISORS INC 2078 31 March, 2021 -66
CLARET ASSET MANAGEMENT CORP 2056 31 March, 2021 -125
MONECO ADVISORS, LLC 2046 31 March, 2021 -43
20/20 CAPITAL MANAGEMENT, INC. 2031 31 March, 2021 279
RESOURCE MANAGEMENT, LLC 2030 31 March, 2021 -222
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 2024 31 March, 2021 -216
LEVERAGE PARTNERS ABSOLUTE RETURN FUND SPC 2022 31 March, 2021 261
LEXAURUM ADVISORS, LLC 2015 31 March, 2021 -179
GOOD LIFE ADVISORS, LLC 2005 31 March, 2021 -892
MCDONALD PARTNERS LLC 2003 31 March, 2021 2003
KELMAN-LAZAROV, INC. 2000 31 March, 2021 0
NORTHWEST WEALTH MANAGEMENT, LLC 2000 31 March, 2021 -38
UNITED MARITIME CAPITAL LLC 2000 31 March, 2021 0
LEGACY WEALTH PARTNERS, INC. 1999 31 March, 2021 -201
FIRST MANHATTAN CO 1998 31 March, 2021 -22
GRIMES & COMPANY, INC. 1992 31 March, 2021 -188
RIKOON GROUP, LLC 1982 31 March, 2021 14
VISION CAPITAL MANAGEMENT, INC. 1980 31 March, 2021 -622
MBL WEALTH, LLC 1976 31 March, 2021 444
MEANS INVESTMENT CO., INC. 1973 31 March, 2021 1485
CHOATE INVESTMENT ADVISORS 1972 31 March, 2021 67
CREATIVE FINANCIAL DESIGNS INC /ADV 1972 31 March, 2021 138
ELLEVEST, INC. 1970 31 March, 2021 -448
BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. 1963 31 March, 2021 13
SIGMA INVESTMENT COUNSELORS INC 1963 31 March, 2021 -140
AM INVESTMENT STRATEGIES LLC 1948 31 March, 2021 288
CAROLINAS WEALTH CONSULTING LLC 1942 31 March, 2021 -343
JOHNSON FINANCIAL GROUP, INC. 1940 31 March, 2021 287
KEMNAY ADVISORY SERVICES INC. 1933 31 March, 2021 1183
GAMBLE JONES INVESTMENT COUNSEL 1930 31 March, 2021 -1900
INVESTMENT HOUSE LLC 1930 31 March, 2021 -1070
EVOKE WEALTH, LLC 1923 31 March, 2021 -180
CALLAN CAPITAL, LLC 1918 31 March, 2021 0
CONTINUUM ADVISORY, LLC 1907 31 March, 2021 145
FORTEM FINANCIAL GROUP, LLC 1895 31 March, 2021 -560
TIEMANN INVESTMENT ADVISORS, LLC 1884 31 March, 2021 99
TRINITYPOINT WEALTH, LLC 1878 31 March, 2021 -273
SULLIVAN, BRUYETTE, SPEROS & BLANEY, LLC 1872 31 March, 2021 -766
BFSG, LLC 1869 31 March, 2021 1010
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1863 31 March, 2021 -2
PATTON FUND MANAGEMENT, INC. 1856 31 March, 2021 -1344
SPECTRUM ASSET MANAGEMENT, INC. (NB/CA) 1855 31 March, 2021 1855
AMICA RETIREE MEDICAL TRUST 1853 31 March, 2021 1853
SOLTIS INVESTMENT ADVISORS LLC 1853 31 March, 2021 585
CONVERGENCE INVESTMENT PARTNERS, LLC 1852 31 March, 2021 547
AVANTAX PLANNING PARTNERS, INC. 1848 31 March, 2021 347
WHITTIER TRUST CO OF NEVADA INC 1848 31 March, 2021 -95
SYMMETRY PARTNERS, LLC 1844 31 March, 2021 -1124
GOTHAM ASSET MANAGEMENT, LLC 1829 31 March, 2021 11
SUNBELT SECURITIES, INC. 1819 31 March, 2021 -171
PACITTI GROUP INC. 1816 31 March, 2021 48
GPS WEALTH STRATEGIES GROUP, LLC 1810 31 March, 2021 73
FIERA CAPITAL CORP 1809 31 March, 2021 -7832
VIVID FINANCIAL MANAGEMENT, INC. 1809 31 March, 2021 75
COMMERZBANK AKTIENGESELLSCHAFT /FI 1800 31 March, 2021 800
LCNB CORP 1800 31 March, 2021 -200
SPARK INVESTMENT MANAGEMENT LLC 1800 31 March, 2021 300
BNC WEALTH MANAGEMENT, LLC 1798 31 March, 2021 -38
ABSHER WEALTH MANAGEMENT, LLC 1790 31 March, 2021 -250
SP ASSET MANAGEMENT 1784 31 March, 2021 204
CAMBRIDGE TRUST CO 1777 31 March, 2021 69
CRA FINANCIAL SERVICES, LLC 1771 31 March, 2021 571
RIVERBRIDGE PARTNERS LLC 1766 31 March, 2021 16
GREAT LAKES ADVISORS, LLC 1757 31 March, 2021 -58
RIGGS ASSET MANAGMENT CO. INC. 1756 31 March, 2021 -194
BRIDGEWORTH, LLC 1755 31 March, 2021 5
AIMZ INVESTMENT ADVISORS, LLC 1750 31 March, 2021 0
CENTRAL BANK & TRUST CO 1750 31 March, 2021 -10
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1744 31 March, 2021 444
EUDAIMONIA PARTNERS, LLC 1735 31 March, 2021 -282
QPULA TRADING MANAGEMENT LP 1735 31 March, 2021 -440
GROVE BANK & TRUST 1720 31 March, 2021 1720
WINTHROP ADVISORY GROUP LLC 1720 31 March, 2021 -60
CORNERSTONE WEALTH GROUP, LLC 1719 31 March, 2021 -233
BLUEFIN CAPITAL MANAGEMENT, LLC 1712 31 March, 2021 512
POLIANTA LTD 1700 31 March, 2021 1700
AFFIANCE FINANCIAL, LLC 1696 31 March, 2021 639
HOTALING INVESTMENT MANAGEMENT, LLC 1694 31 March, 2021 1176
ADVISORY RESOURCE GROUP 1693 31 March, 2021 -475
WFA OF SAN DIEGO, LLC 1690 31 March, 2021 -435
MOUNT YALE INVESTMENT ADVISORS, LLC 1684 31 March, 2021 745
CORNELL POCHILY INVESTMENT ADVISORS, INC. 1683 31 March, 2021 -332
REGENT PEAK WEALTH ADVISORS LLC 1679 31 March, 2021 236
TRUSTCORE FINANCIAL SERVICES, LLC 1672 31 March, 2021 75
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 1669 31 March, 2021 -367
GM ADVISORY GROUP, INC. 1668 31 March, 2021 168
ADVISORY RESEARCH INC 1660 31 March, 2021 150
SIGNALPOINT ASSET MANAGEMENT, LLC 1658 31 March, 2021 152
WBH ADVISORY INC 1655 31 March, 2021 -9
APERTURE INVESTORS, LLC 1653 31 March, 2021 -4008
WOLFF WIESE MAGANA LLC 1651 31 March, 2021 -10
MOGY JOEL R INVESTMENT COUNSEL INC 1640 31 March, 2021 0
AXS INVESTMENTS LLC 1636 31 March, 2021 1636
BAILARD, INC. 1636 31 March, 2021 89
CAPSTONE FINANCIAL ADVISORS, INC. 1633 31 March, 2021 -11
DORSEY & WHITNEY TRUST CO LLC 1632 31 March, 2021 173
AMERICAN FINANCIAL ADVISORS, LLC 1629 31 March, 2021 125
KEEL POINT, LLC 1628 31 March, 2021 526
OCCIDENTAL ASSET MANAGEMENT, LLC 1628 31 March, 2021 35
RATIONAL ADVISORS LLC 1625 31 March, 2021 1625
ONE WEALTH ADVISORS, LLC 1618 31 March, 2021 38
SATOVSKY ASSET MANAGEMENT LLC 1615 31 March, 2021 -125
INSCRIPTION CAPITAL, LLC 1613 31 March, 2021 3
TWO SIGMA SECURITIES, LLC 1612 31 March, 2021 821
GRYPHON FINANCIAL PARTNERS LLC 1610 31 March, 2021 167
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1607 31 March, 2021 574
KLCM ADVISORS, INC. 1595 31 March, 2021 -75
TAMAR SECURITIES, LLC 1589 31 March, 2021 449
CAPITAL INVESTMENT ADVISORS, LLC 1571 31 March, 2021 -251
SOUND VIEW WEALTH ADVISORS GROUP, LLC 1570 31 March, 2021 -206
WATERS PARKERSON & CO., LLC 1565 31 March, 2021 0
GLENVIEW STATE BANK TRUST DEPT. 1555 31 March, 2021 0
GRANDVIEW ASSET MANAGEMENT LLC 1552 31 March, 2021 525
HOWARD WEALTH MANAGEMENT, LLC 1549 31 March, 2021 19
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1548 31 March, 2021 198
SAND HILL GLOBAL ADVISORS, LLC 1548 31 March, 2021 646
BEATON MANAGEMENT CO. INC. 1546 31 March, 2021 811
MCADAM, LLC 1546 31 March, 2021 -147
JOHN W. BROOKER & CO., CPAS 1538 31 March, 2021 3
CONCORD WEALTH PARTNERS 1535 31 March, 2021 1427
IRON FINANCIAL, LLC 1534 31 March, 2021 45
CFM WEALTH PARTNERS LLC 1531 31 March, 2021 -64
HOWLAND CAPITAL MANAGEMENT LLC 1518 31 March, 2021 -250
MATTERN WEALTH MANAGEMENT LLC 1517 31 March, 2021 100
RNC CAPITAL MANAGEMENT LLC 1516 31 March, 2021 16
NICOLET ADVISORY SERVICES, LLC 1515 31 March, 2021 -1482
KAVAR CAPITAL PARTNERS GROUP, LLC 1513 31 March, 2021 -20
LAKE STREET FINANCIAL LLC 1505 31 March, 2021 -317
LINSCOMB & WILLIAMS, INC. 1505 31 March, 2021 -69
MAIRS & POWER INC 1499 31 March, 2021 -319
CITIZENS FINANCIAL GROUP INC/RI 1498 31 March, 2021 203
EXECUTIVE WEALTH MANAGEMENT, LLC 1495 31 March, 2021 695
MURPHY CAPITAL MANAGEMENT INC 1494 31 March, 2021 59
MAYFLOWER FINANCIAL ADVISORS, LLC 1493 31 March, 2021 -235
WESPAC ADVISORS, LLC 1492 31 March, 2021 -857
RSM US WEALTH MANAGEMENT LLC 1490 31 March, 2021 -139
BELLEVUE ASSET MANAGEMENT, LLC 1488 31 March, 2021 -60
MA PRIVATE WEALTH 1478 31 March, 2021 448
ASCENSION ASSET MANAGEMENT LLC 1475 31 March, 2021 1475
ASSENAGON ASSET MANAGEMENT S.A. 1473 31 March, 2021 256
COLONIAL RIVER WEALTH MANAGEMENT, LLC 1472 31 March, 2021 129
ROUND ROCK ADVISORS, LLC 1465 31 March, 2021 -58
WOODSTOCK CORP 1465 31 March, 2021 0
FRONT STREET CAPITAL MANAGEMENT, INC. 1464 31 March, 2021 0
HM PAYSON & CO 1458 31 March, 2021 44
TLWM 1458 31 March, 2021 -32
XML FINANCIAL, LLC 1458 31 March, 2021 -166
SITTNER & NELSON, LLC 1450 31 March, 2021 -150
WEALTHSTREET INVESTMENT ADVISORS, LLC 1450 31 March, 2021 -125
CHILDRESS CAPITAL ADVISORS, LLC 1438 31 March, 2021 885
CAPITAL CS GROUP, LLC 1432 31 March, 2021 -586
NEWEDGE WEALTH, LLC 1430 31 March, 2021 1430
FINANCIAL ADVISORY GROUP 1424 31 March, 2021 -35
GARNER ASSET MANAGEMENT CORP 1417 31 March, 2021 156
PSI ADVISORS, LLC 1414 31 March, 2021 124
ATLAS PRIVATE WEALTH ADVISORS 1411 31 March, 2021 -454
PROVISE MANAGEMENT GROUP, LLC 1411 31 March, 2021 -157
SOUNDMARK WEALTH MANAGEMENT, LLC 1409 31 March, 2021 165
MADISON WEALTH PARTNERS, INC 1405 31 March, 2021 0
THOROUGHBRED FINANCIAL SERVICES, LLC 1402 31 March, 2021 268
ESSEX INVESTMENT MANAGEMENT CO LLC 1400 31 March, 2021 -4600
CHICAGO PARTNERS INVESTMENT GROUP LLC 1395 31 March, 2021 894
BOSTON TRUST WALDEN CORP 1389 31 March, 2021 0
JOHANSON FINANCIAL ADVISORS, INC. 1385 31 March, 2021 -35
PRIVATE CAPITAL GROUP, LLC 1384 31 March, 2021 -513
VALLEY NATIONAL ADVISERS INC 1379 31 March, 2021 124
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 1377 31 March, 2021 2
HANCOCK WHITNEY CORP 1369 31 March, 2021 1369
AFFINITY INVESTMENT ADVISORS, LLC 1361 31 March, 2021 1361
DILIGENT INVESTORS, LLC 1361 31 March, 2021 -38
CRESTONE ASSET MANAGEMENT LLC 1360 31 March, 2021 22
WELCH & FORBES LLC 1355 31 March, 2021 178
PACIFIC WEALTH STRATEGIES GROUP, INC. 1347 31 March, 2021 70
BRINKER CAPITAL INVESTMENTS, LLC 1346 31 March, 2021 -8348
LEVY WEALTH MANAGEMENT GROUP, LLC 1343 31 March, 2021 633
F3LOGIC, LLC 1341 31 March, 2021 -5
SARGENT BICKHAM LAGUDIS LLC 1341 31 March, 2021 -18
WMS PARTNERS, LLC 1340 31 March, 2021 209
MITCHELL SINKLER & STARR/PA 1339 31 March, 2021 -2751
CSENGE ADVISORY GROUP 1333 31 March, 2021 272
ALBERTA INVESTMENT MANAGEMENT CORP 1330 31 March, 2021 1330
BCS WEALTH MANAGEMENT 1328 31 March, 2021 61
PARADIGM FINANCIAL ADVISORS, LLC 1326 31 March, 2021 436
VISTA WEALTH MANAGEMENT GROUP, LLC 1323 31 March, 2021 924
WEIL COMPANY, INC. 1320 31 March, 2021 0
ROSSMORE PRIVATE CAPITAL 1317 31 March, 2021 1317
SILICON VALLEY CAPITAL PARTNERS 1312 31 March, 2021 -549
OVERBROOK MANAGEMENT CORP 1305 31 March, 2021 500
AURORA PRIVATE WEALTH, INC. 1303 31 March, 2021 -138
FINANCIAL ADVISORY SERVICE, INC. 1303 31 March, 2021 102
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC 1302 31 March, 2021 -46
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. 1301 31 March, 2021 15
AVONDALE WEALTH MANAGEMENT 1300 31 March, 2021 200
CYPRESS CAPITAL MANAGEMENT LLC 1300 31 March, 2021 0
LEVIN CAPITAL STRATEGIES, L.P. 1300 31 March, 2021 -250
BALENTINE LLC 1298 31 March, 2021 -39
WOODWARD DIVERSIFIED CAPITAL, LLC 1298 31 March, 2021 -261
DOHENY ASSET MANAGEMENT /CA 1295 31 March, 2021 -65
GRANDFIELD & DODD, LLC 1295 31 March, 2021 -148
WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC 1295 31 March, 2021 0
MISSION CREEK CAPITAL PARTNERS, INC. 1294 31 March, 2021 -606
STRATEGIC WEALTH PARTNERS, LTD. 1289 31 March, 2021 -11
WSFS CAPITAL MANAGEMENT, LLC 1278 31 March, 2021 -47
COMPTON CAPITAL MANAGEMENT INC /RI 1275 31 March, 2021 75
VISIONARY WEALTH ADVISORS 1275 31 March, 2021 -11
MAYFAIR ADVISORY GROUP, LLC 1274 31 March, 2021 178
MOLONEY SECURITIES ASSET MANAGEMENT, LLC 1274 31 March, 2021 47
BECKER CAPITAL MANAGEMENT INC 1267 31 March, 2021 760
OXLER PRIVATE WEALTH LLC 1265 31 March, 2021 0
NORTHEAST FINANCIAL CONSULTANTS INC 1264 31 March, 2021 170
BOK FINANCIAL PRIVATE WEALTH, INC. 1260 31 March, 2021 333
CHARLES SCHWAB INVESTMENT ADVISORY, INC. 1257 31 March, 2021 -90
BSW WEALTH PARTNERS 1253 31 March, 2021 -348
GFG CAPITAL, LLC 1249 31 March, 2021 49
SCHMIDT P J INVESTMENT MANAGEMENT INC 1249 31 March, 2021 108
WINDSOR GROUP LTD 1248 31 March, 2021 -24
CAPITAL ANALYSTS, LLC 1247 31 March, 2021 917
FARMERS & MERCHANTS TRUST CO OF LONG BEACH 1246 31 March, 2021 90
UMA FINANCIAL SERVICES, INC. 1241 31 March, 2021 95
CANANDAIGUA NATIONAL CORP 1234 31 March, 2021 714
AGF INVESTMENTS LLC 1232 31 March, 2021 -492
REDHAWK WEALTH ADVISORS, INC. 1232 31 March, 2021 13
BAY RIVERS GROUP 1226 31 March, 2021 20
CLIFFORD SWAN INVESTMENT COUNSEL LLC 1223 31 March, 2021 51
THOMPSON INVESTMENT MANAGEMENT, INC. 1222 31 March, 2021 17
OPAL WEALTH ADVISORS, LLC 1221 31 March, 2021 25
REDW WEALTH LLC 1219 31 March, 2021 4
FERRIS CAPITAL, LLC 1217 31 March, 2021 64
CENTER FOR FINANCIAL PLANNING, INC. 1215 31 March, 2021 50
PARSEC FINANCIAL MANAGEMENT, INC. 1214 31 March, 2021 80
WAGNER WEALTH MANAGEMENT, LLC 1206 31 March, 2021 367
HBW ADVISORY SERVICES LLC 1205 31 March, 2021 -198
REDE WEALTH, LLC 1205 31 March, 2021 -35
FLAHARTY ASSET MANAGEMENT, LLC 1204 31 March, 2021 400
CHICAGO WEALTH MANAGEMENT, INC. 1200 31 March, 2021 -200
CONNECTICUT WEALTH MANAGEMENT, LLC 1196 31 March, 2021 -33
HALBERT HARGROVE GLOBAL ADVISORS, LLC 1193 31 March, 2021 13
PENSIONMARK FINANCIAL GROUP, LLC 1192 31 March, 2021 369
FAGAN ASSOCIATES, INC. 1190 31 March, 2021 95
FOUNDERS FINANCIAL SECURITIES LLC 1188 31 March, 2021 -20
LEISURE CAPITAL MANAGEMENT 1187 31 March, 2021 2
VIRTUE CAPITAL MANAGEMENT, LLC 1186 31 March, 2021 -124
GARRISON BRADFORD & ASSOCIATES INC 1185 31 March, 2021 0
STRATEGIC WEALTH MANAGEMENT GROUP, LLC 1184 31 March, 2021 -10
TRILOGY CAPITAL INC. 1182 31 March, 2021 106
BERGER FINANCIAL GROUP, INC 1175 31 March, 2021 89
FINTRUST CAPITAL ADVISORS, LLC 1172 31 March, 2021 -36
MARCUM WEALTH, LLC 1170 31 March, 2021 629
GROUND SWELL CAPITAL, LLC 1168 31 March, 2021 1168
BCJ CAPITAL MANAGEMENT, LLC 1164 31 March, 2021 -198
LINCOLN CAPITAL CORP 1164 31 March, 2021 14
SONATA CAPITAL GROUP INC 1152 31 March, 2021 -51
TITUS WEALTH MANAGEMENT 1150 31 March, 2021 80
MIROVA 1149 31 March, 2021 159
ADIRONDACK TRUST CO 1143 31 March, 2021 180
IMS CAPITAL MANAGEMENT 1135 31 March, 2021 1135
WATERFRONT WEALTH INC. 1135 31 March, 2021 -100
STONEBRIDGE CAPITAL ADVISORS LLC 1131 31 March, 2021 11
SARGENT INVESTMENT GROUP, LLC 1130 31 March, 2021 -30
WATCHMAN GROUP, INC. 1130 31 March, 2021 0
CHESAPEAKE WEALTH MANAGEMENT 1125 31 March, 2021 -215
ORIN GREEN FINANCIAL, LLC 1125 31 March, 2021 -100
STEIGERWALD, GORDON & KOCH INC. 1123 31 March, 2021 25
ENCOMPASS WEALTH ADVISORS, LLC 1116 31 March, 2021 108
HAMILTON WEALTH, LLC 1112 31 March, 2021 -750
FIDUCIARY TRUST CO 1109 31 March, 2021 -230
NORTHSTAR ASSET MANAGEMENT LLC 1107 31 March, 2021 0
MODERA WEALTH MANAGEMENT, LLC 1106 31 March, 2021 2
CIM, LLC 1101 31 March, 2021 1101
BEACON FINANCIAL ADVISORY LLC 1099 31 March, 2021 -12
VERSANT CAPITAL MANAGEMENT, INC 1099 31 March, 2021 -55
SIGNATURE WEALTH MANAGEMENT GROUP 1098 31 March, 2021 20
CAPITAL INVESTMENT ADVISORY SERVICES, LLC 1095 31 March, 2021 32
RED WAVE INVESTMENTS LLC 1095 31 March, 2021 750
GSA CAPITAL PARTNERS LLP 1093 31 March, 2021 1093
XCEL WEALTH MANAGEMENT, LLC 1093 31 March, 2021 32
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC 1090 31 March, 2021 132
TCF NATIONAL BANK 1090 31 March, 2021 0
OMERS ADMINISTRATION CORP 1082 31 March, 2021 -2392
ACROPOLIS INVESTMENT MANAGEMENT, LLC 1081 31 March, 2021 66
SEARCY FINANCIAL SERVICES INC /ADV 1081 31 March, 2021 21
SITRIN CAPITAL MANAGEMENT LLC 1070 31 March, 2021 0
BUSEY WEALTH MANAGEMENT 1065 31 March, 2021 57
ALPHA PARADIGM PARTNERS, LLC 1064 31 March, 2021 -1092
CEDAR MOUNTAIN ADVISORS, LLC 1063 31 March, 2021 0
LIVINGSTON GROUP ASSET MANAGEMENT CO (OPERATING AS SOUTHPORT 1063 31 March, 2021 -476
FIRESTONE CAPITAL MANAGEMENT 1062 31 March, 2021 61
SPINNAKER TRUST 1062 31 March, 2021 -186
WALL STREET ACCESS ASSET MANAGEMENT, LLC 1062 31 March, 2021 -8
PRINCETON PORTFOLIO STRATEGIES GROUP LLC 1060 31 March, 2021 0
WEALTH DIMENSIONS GROUP, LTD. 1056 31 March, 2021 49
BOENNING & SCATTERGOOD, INC. 1050 31 March, 2021 20
D'ORAZIO & ASSOCIATES, INC. 1050 31 March, 2021 -112
MOUNT VERNON ASSOCIATES INC /MD/ 1050 31 March, 2021 0
TRUEWEALTH ADVISORS, LLC 1050 31 March, 2021 0
GOLDEN STATE EQUITY PARTNERS 1045 31 March, 2021 1045
ALLRED CAPITAL MANAGEMENT, LLC 1044 31 March, 2021 18
MATRIX ASSET ADVISORS INC/NY 1043 31 March, 2021 1043
TOCQUEVILLE ASSET MANAGEMENT L.P. 1043 31 March, 2021 688
ROCK CREEK GROUP, LP 1042 31 March, 2021 1042
MADRONA FINANCIAL SERVICES, LLC 1041 31 March, 2021 66
AMERICAN TRUST INVESTMENT ADVISORS, LLC 1035 31 March, 2021 0
NAVALIGN, LLC 1035 31 March, 2021 1035
WEALTH ALLIANCE 1034 31 March, 2021 -176
ANCORA ADVISORS, LLC 1031 31 March, 2021 26
CURBSTONE FINANCIAL MANAGEMENT CORP 1030 31 March, 2021 -40
LYNCH & ASSOCIATES/IN 1030 31 March, 2021 126
PHYSICIANS FINANCIAL SERVICES, INC. 1030 31 March, 2021 -250
TORTOISE INVESTMENT MANAGEMENT, LLC 1030 31 March, 2021 -70
KMG FIDUCIARY PARTNERS, LLC 1028 31 March, 2021 -89
LEBENTHAL GLOBAL ADVISORS, LLC 1025 31 March, 2021 167
SAMALIN INVESTMENT COUNSEL, LLC 1022 31 March, 2021 -196
DOYLE WEALTH MANAGEMENT 1021 31 March, 2021 40
HOOVER FINANCIAL ADVISORS, INC. 1021 31 March, 2021 -1
PRIVATE PORTFOLIO PARTNERS LLC 1021 31 March, 2021 68
ARGENT TRUST CO 1020 31 March, 2021 250
FORESIGHT WEALTH MANAGEMENT, LLC 1017 31 March, 2021 -59
CONSOLIDATED PLANNING CORP 1016 31 March, 2021 -295
SAGE MOUNTAIN ADVISORS LLC 1016 31 March, 2021 561
DSC ADVISORS, L.P. 1015 31 March, 2021 1015
BUCKLEY WEALTH MANAGEMENT, LLC 1013 31 March, 2021 53
BRIO CONSULTANTS, LLC 1010 31 March, 2021 0
SPECTRUM PLANNING & ADVISORY SERVICES INC. 1010 31 March, 2021 -150
PROFIT INVESTMENT MANAGEMENT, LLC 1008 31 March, 2021 -950
TRADITION WEALTH MANAGEMENT, LLC 1008 31 March, 2021 28
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1006 31 March, 2021 65
CERTIFIED ADVISORY CORP 1001 31 March, 2021 951
B&D WHITE CAPITAL COMPANY, LLC 1000 31 March, 2021 0
CLARKSTON CAPITAL PARTNERS, LLC 1000 31 March, 2021 0
EAGLE RIDGE INVESTMENT MANAGEMENT 1000 31 March, 2021 0
ELDRIDGE INVESTMENT ADVISORS, INC. 1000 31 March, 2021 0
GOODWIN DANIEL L 1000 31 March, 2021 0
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 1000 31 March, 2021 44
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1000 31 March, 2021 0
WAYPOINT WEALTH PARTNERS INC. 1000 31 March, 2021 -1000
WESTWOOD MANAGEMENT CORP /IL/ 1000 31 March, 2021 0
LUMATURE WEALTH PARTNERS, LLC 993 31 March, 2021 -118
WILLIS JOHNSON & ASSOCIATES, INC. 993 31 March, 2021 -251
GARRETT WEALTH ADVISORY GROUP, LLC 990 31 March, 2021 10
HOWARD FINANCIAL SERVICES, LTD. 990 31 March, 2021 65
JOEL ISAACSON & CO., LLC 989 31 March, 2021 284
KEYSTONE WEALTH PARTNERS 989 31 March, 2021 1
DIMENSION CAPITAL MANAGEMENT LLC 988 31 March, 2021 -1563
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 987 31 March, 2021 755
KOVITZ INVESTMENT GROUP PARTNERS, LLC 985 31 March, 2021 -540
PINE RIDGE ADVISERS LLC 985 31 March, 2021 985
SEARLE & CO. 980 31 March, 2021 0
CHICAGO CAPITAL, LLC 976 31 March, 2021 -167
GUINNESS ATKINSON ASSET MANAGEMENT INC 975 31 March, 2021 450
FINANCIAL CONSULATE, INC 971 31 March, 2021 20
BLACKHAWK CAPITAL PARTNERS LLC. 965 31 March, 2021 52
AVIANCE CAPITAL PARTNERS, LLC 964 31 March, 2021 28
TEAMWORK FINANCIAL ADVISORS, LLC 956 31 March, 2021 48
WT WEALTH MANAGEMENT 949 31 March, 2021 949
PRIVATE CAPITAL ADVISORS, INC. 943 31 March, 2021 110
EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC 942 31 March, 2021 0
ANNEX ADVISORY SERVICES, LLC 941 31 March, 2021 -324
ACT WEALTH MANAGEMENT, LLC 940 31 March, 2021 0
MAINSTREET INVESTMENT ADVISORS LLC 938 31 March, 2021 -288
BRADLEY FOSTER & SARGENT INC/CT 936 31 March, 2021 266
WEDGE CAPITAL MANAGEMENT L L P/NC 934 31 March, 2021 52
FOUNDATIONS INVESTMENT ADVISORS, LLC 932 31 March, 2021 100
ATLAS BROWN,INC. 923 31 March, 2021 416
FIRST MERCHANTS CORP 920 31 March, 2021 -150
MONTAG A & ASSOCIATES INC 917 31 March, 2021 3
KALOS MANAGEMENT, INC. 916 31 March, 2021 515
MONTIS FINANCIAL, LLC 915 31 March, 2021 -132
ARCHER INVESTMENT CORP 914 31 March, 2021 42
HOWARD CAPITAL MANAGEMENT INC. 914 31 March, 2021 -1144
PROFESSIONAL FINANCIAL ADVISORS, LLC 910 31 March, 2021 -364
ROLLINS FINANCIAL 908 31 March, 2021 76
FOSTER GROUP, INC. 901 31 March, 2021 260
TRUST CO OF TOLEDO NA /OH/ 900 31 March, 2021 -130
GSB WEALTH MANAGEMENT, LLC 899 31 March, 2021 899
CWA ASSET MANAGEMENT GROUP, LLC 898 31 March, 2021 -36
RETIREMENT GROUP, LLC 896 31 March, 2021 117
ATWOOD & PALMER INC 895 31 March, 2021 0
CANTON HATHAWAY, LLC 895 31 March, 2021 670
DONALDSON CAPITAL MANAGEMENT, LLC 895 31 March, 2021 -45
ELLENBECKER INVESTMENT GROUP 894 31 March, 2021 135
STONEHAGE FLEMING FINANCIAL SERVICES HOLDINGS LTD 894 31 March, 2021 -197
IFG ADVISORS, LLC 891 31 March, 2021 -57
STRATEGY ASSET MANAGERS LLC 891 31 March, 2021 891
TRILLIUM ASSET MANAGEMENT, LLC 887 31 March, 2021 -636
NORTHWEST CAPITAL MANAGEMENT INC 886 31 March, 2021 -5
ENDURANCE WEALTH MANAGEMENT, INC. 885 31 March, 2021 -200
LCM CAPITAL MANAGEMENT INC 885 31 March, 2021 546
ALDEBARAN FINANCIAL INC. 882 31 March, 2021 -60
BRIDGE ADVISORY, LLC 882 31 March, 2021 -263
PBMARES WEALTH MANAGEMENT LLC 881 31 March, 2021 198
SIGNIFY WEALTH 880 31 March, 2021 111
ROCKY MOUNTAIN ADVISERS, LLC 878 31 March, 2021 -3
CAPITAL IMPACT ADVISORS, LLC 876 31 March, 2021 -5124
ELEMENT POINTE ADVISORS, LLC 876 31 March, 2021 -66
FRONTIER WEALTH MANAGEMENT LLC 873 31 March, 2021 -1266
ALMANACK INVESTMENT PARTNERS, LLC. 872 31 March, 2021 306
COOPER/HAIMS ADVISORS, LLC 872 31 March, 2021 76
HUMAN INVESTING LLC 872 31 March, 2021 -255
WEALTHTRUST AXIOM LLC 872 31 March, 2021 370
INSIGHT WEALTH STRATEGIES, LLC 871 31 March, 2021 1
GELLER ADVISORS LLC 869 31 March, 2021 694
STRATEGIC INVESTMENT ADVISORS / MI 869 31 March, 2021 869
KING WEALTH 867 31 March, 2021 20
MINICHMACGREGOR WEALTH MANAGEMENT, LLC 867 31 March, 2021 180
BEACH INVESTMENT COUNSEL INC/PA 865 31 March, 2021 0
LEGACY FINANCIAL ADVISORS, INC. 860 31 March, 2021 110
PDS PLANNING, INC 860 31 March, 2021 69
OCTAVIA WEALTH ADVISORS, LLC 859 31 March, 2021 18
NORTHSTAR GROUP, INC. 857 31 March, 2021 -898
WRAPMANAGER INC 855 31 March, 2021 855
HORST & GRABEN WEALTH MANAGEMENT LLC 853 31 March, 2021 46
AVEO CAPITAL PARTNERS, LLC 849 31 March, 2021 849
EVOLUTION WEALTH ADVISORS, LLC 849 31 March, 2021 -154
FORT SHERIDAN ADVISORS LLC 848 31 March, 2021 -546
OPTIMUM INVESTMENT ADVISORS 848 31 March, 2021 288
EWG ELEVATE INC. 847 31 March, 2021 485
CLARUS GROUP, INC. 846 31 March, 2021 50
LVW ADVISORS, LLC 846 31 March, 2021 380
BOSTON FINANCIAL MANGEMENT LLC 845 31 March, 2021 90
J. L. BAINBRIDGE & CO., INC. 845 31 March, 2021 71
OARSMAN CAPITAL, INC. 845 31 March, 2021 -360
BANK OF HAWAII 844 31 March, 2021 844
SUGARLOAF WEALTH MANAGEMENT, LLC 844 31 March, 2021 -9
SUMMIT ASSET MANAGEMENT, LLC 841 31 March, 2021 0
LIFESTEPS FINANCIAL, INC. 838 31 March, 2021 -81
MCKINLEY CARTER WEALTH SERVICES, INC. 834 31 March, 2021 -1190
MERIDIAN WEALTH PARTNERS, LLC 833 31 March, 2021 74
M. KULYK & ASSOCIATES, LLC 830 31 March, 2021 510
BRISTLECONE ADVISORS, LLC 829 31 March, 2021 165
BUDROS, RUHLIN & ROE, INC. 827 31 March, 2021 192
WESTSIDE INVESTMENT MANAGEMENT, INC. 826 31 March, 2021 41
AXIOM FINANCIAL STRATEGIES, LLC 825 31 March, 2021 70
ESSEX SAVINGS BANK 825 31 March, 2021 -3
SONORA INVESTMENT MANAGEMENT, LLC 825 31 March, 2021 -23
CAPITAL WEALTH ALLIANCE, LLC 823 31 March, 2021 38
FOUNDRY PARTNERS, LLC 822 31 March, 2021 43
BICKLING FINANCIAL SERVICES, INC. 820 31 March, 2021 135
FIRST AMERICAN BANK 820 31 March, 2021 0
SOUND INCOME STRATEGIES, LLC 820 31 March, 2021 -49
PARADIGM FINANCIAL PARTNERS, LLC 816 31 March, 2021 19
OPTAS, LLC 814 31 March, 2021 337
PARAGON WEALTH STRATEGIES, LLC 811 31 March, 2021 287
CVA FAMILY OFFICE, LLC 810 31 March, 2021 660
EVERETT HARRIS & CO /CA/ 810 31 March, 2021 -50
GRASSI INVESTMENT MANAGEMENT 810 31 March, 2021 175
HEMINGTON WEALTH MANAGEMENT 809 31 March, 2021 -64
BRAGG CAPITAL TRUST 805 31 March, 2021 -120
MJP ASSOCIATES INC /ADV 804 31 March, 2021 130
RED DOOR WEALTH MANAGEMENT, LLC 803 31 March, 2021 -346
WESTWOOD HOLDINGS GROUP INC 802 31 March, 2021 802
ONYX BRIDGE WEALTH GROUP LLC 801 31 March, 2021 -18
COUNTRY FUND MANAGEMENT 800 31 March, 2021 0
KIDDER STEPHEN W 800 31 March, 2021 -100
MONETTA FINANCIAL SERVICES INC 800 31 March, 2021 -200
PALOMA PARTNERS MANAGEMENT CO 800 31 March, 2021 -258
PEGASUS ASSET MANAGEMENT, INC. 800 31 March, 2021 0
TWIN LAKES CAPITAL MANAGEMENT, LLC 800 31 March, 2021 0
PARKSIDE FINANCIAL BANK & TRUST 792 31 March, 2021 65
REGAL WEALTH GROUP, INC. 792 31 March, 2021 0
FINANCIAL ADVISORS NETWORK, INC. 789 31 March, 2021 16
PROCYON PRIVATE WEALTH PARTNERS, LLC 788 31 March, 2021 -296
DFPG INVESTMENTS, LLC 787 31 March, 2021 0
BEDEL FINANCIAL CONSULTING, INC. 786 31 March, 2021 12
WASHBURN CAPITAL MANAGEMENT, INC. 785 31 March, 2021 69
LEE DANNER & BASS INC 780 31 March, 2021 15
BRICKLEY WEALTH MANAGEMENT 779 31 March, 2021 779
DUBUQUE BANK & TRUST CO 778 31 March, 2021 298
MARYLAND CAPITAL MANAGEMENT 778 31 March, 2021 280
STABLEFORD CAPITAL II LLC 778 31 March, 2021 778
WINCH ADVISORY SERVICES, LLC 777 31 March, 2021 60
ASPIRIANT, LLC 775 31 March, 2021 -85
WP ADVISORS, LLC 775 31 March, 2021 -25
JEFFERIES GROUP LLC 771 31 March, 2021 -11979
CADINHA & CO LLC 769 31 March, 2021 769
LEAVELL INVESTMENT MANAGEMENT, INC. 763 31 March, 2021 29
PATRON PARTNERS ADVISORS, LLC 761 31 March, 2021 227
PEDDOCK CAPITAL ADVISORS, LLC 760 31 March, 2021 325
STOCKMAN WEALTH MANAGEMENT, INC. 756 31 March, 2021 76
ROOF EIDAM & MAYCOCK/ADV 755 31 March, 2021 0
UNITED CAPITAL MANAGEMENT OF KS, INC. 753 31 March, 2021 134
FAYEZ SAROFIM & CO 750 31 March, 2021 0
HBC FINANCIAL SERVICES, PLLC 750 31 March, 2021 -84
SEVEN POST INVESTMENT OFFICE LP 750 31 March, 2021 0
TRUEPOINT, INC. 750 31 March, 2021 -15
LOOMIS SAYLES & CO L P 748 31 March, 2021 705
MENARD FINANCIAL GROUP LLC 748 31 March, 2021 -189
OCCUDO QUANTITATIVE STRATEGIES LP 748 31 March, 2021 748
COASTAL CAPITAL GROUP, INC. 747 31 March, 2021 0
BADGLEY PHELPS & BELL INC 746 31 March, 2021 -37
SUMMIT X, LLC 742 31 March, 2021 12
CHIRON CAPITAL MANAGEMENT, LLC 741 31 March, 2021 80
MONUMENT CAPITAL MANAGEMENT 741 31 March, 2021 741
OAKWORTH CAPITAL, INC. 741 31 March, 2021 -75
PAPP L ROY & ASSOCIATES 741 31 March, 2021 -234
PINNACLE ADVISORY GROUP, INC. 741 31 March, 2021 741
CORNERSTONE CAPITAL, INC. 740 31 March, 2021 0
GLENVIEW TRUST CO 738 31 March, 2021 -147
GRANITE INVESTMENT ADVISORS, LLC 737 31 March, 2021 -346
NORTHWEST BANCSHARES, INC. 736 31 March, 2021 211
EDGEWOOD MANAGEMENT LLC 735 31 March, 2021 -765
WEAVER CONSULTING GROUP 734 31 March, 2021 17
MAGNOLIA CAPITAL ADVISORS LLC 733 31 March, 2021 5
ROSENBERG MATTHEW HAMILTON 733 31 March, 2021 -442
ADVISORY ALPHA, LLC 732 31 March, 2021 61
ARS WEALTH ADVISORS, LLC 730 31 March, 2021 -38
ROCKBRIDGE INVESTMENT MANAGEMENT, LCC 730 31 March, 2021 -301
BEAUMONT FINANCIAL PARTNERS, LLC 727 31 March, 2021 311
CUSHING ASSET MANAGEMENT, LP 727 31 March, 2021 -133
LAKEVIEW CAPITAL PARTNERS, LLC 726 31 March, 2021 128
PINKERTON RETIREMENT SPECIALISTS, LLC 726 31 March, 2021 -17
NEW JERSEY BETTER EDUCATIONAL SAVINGS TRUST 725 31 March, 2021 725
MV CAPITAL MANAGEMENT, INC. 718 31 March, 2021 -32
GEMMER ASSET MANAGEMENT LLC 714 31 March, 2021 -400
EQUITABLE TRUST CO 713 31 March, 2021 -315
GEIER ASSET MANAGEMENT, INC. 709 31 March, 2021 5
LEGACY FINANCIAL STRATEGIES, LLC 709 31 March, 2021 109
JEPPSON WEALTH MANAGEMENT, LLC 707 31 March, 2021 -146
ALHAMBRA INVESTMENT PARTNERS LLC 703 31 March, 2021 150
PASADENA PRIVATE WEALTH, LLC 703 31 March, 2021 187
HANSEATIC MANAGEMENT SERVICES INC 701 31 March, 2021 16
CHICAGO TRUST CO NA 700 31 March, 2021 -150
CLOUDALPHA CAPITAL MANAGEMENT LIMITED/HONG KONG 700 31 March, 2021 -110300
KING LUTHER CAPITAL MANAGEMENT CORP 700 31 March, 2021 195
ALTUS WEALTH MANAGEMENT, LLC 699 31 March, 2021 15
COHEN LAWRENCE B 695 31 March, 2021 695
NICHOLAS HOFFMAN & COMPANY, LLC. 695 31 March, 2021 134
ADVISORS CAPITAL MANAGEMENT, LLC 694 31 March, 2021 -14
HARTLINE INVESTMENT CORP/ 692 31 March, 2021 -30
55I, LLC 691 31 March, 2021 330
LAZARD FRERES GESTION S.A.S. 691 31 March, 2021 116
MAPLE CAPITAL MANAGEMENT, INC. 691 31 March, 2021 0
SIGNET FINANCIAL MANAGEMENT, LLC 691 31 March, 2021 13
ANNAPOLIS FINANCIAL SERVICES, LLC 690 31 March, 2021 55
COHEN INVESTMENT ADVISORS LLC 690 31 March, 2021 32
INDIANA TRUST & INVESTMENT MANAGEMENT CO 690 31 March, 2021 15
FALCON WEALTH PLANNING 685 31 March, 2021 25
USCA RIA LLC 685 31 March, 2021 -470
ATTICUS WEALTH MANAGEMENT, LLC 681 31 March, 2021 -145
FINANCIAL MANAGEMENT PROFESSIONALS, INC. 679 31 March, 2021 -64
PENDAL GROUP LTD 678 31 March, 2021 -7186
PRIVATE WEALTH ADVISORS, LLC 673 31 March, 2021 -2
NORTH STAR INVESTMENT MANAGEMENT CORP. 672 31 March, 2021 2
LEONARD RICKEY INVESTMENT ADVISORS P.L.L.C. 670 31 March, 2021 670
LEHMAN & DERAFELO FINANCIAL RESOURCES LLC 669 31 March, 2021 -328
WESTOVER CAPITAL ADVISORS, LLC 665 31 March, 2021 255
AMERICAN RESEARCH & MANAGEMENT CO. 663 31 March, 2021 -5
STRATEGIC WEALTH DESIGNERS 658 31 March, 2021 -11
RENASANT BANK 656 31 March, 2021 66
TFC FINANCIAL MANAGEMENT 656 31 March, 2021 3
ORION CAPITAL MANAGEMENT LLC 655 31 March, 2021 100
MARSHALL FINANCIAL GROUP LLC 654 31 March, 2021 35
TUDOR INVESTMENT CORP ET AL 652 31 March, 2021 652
BEDELL FRAZIER INVESTMENT COUNSELING, LLC 650 31 March, 2021 -50
INFINI MASTER FUND 650 31 March, 2021 -150
RENAISSANCE INVESTMENT GROUP LLC 650 31 March, 2021 -100
CARLSON CAPITAL MANAGEMENT 647 31 March, 2021 55
GRADIENT INVESTMENTS LLC 647 31 March, 2021 -101
MCMAHON FINANCIAL ADVISORS, LLC 642 31 March, 2021 51
WEALTHQUEST CORP 642 31 March, 2021 39
OPES WEALTH MANAGEMENT LLC 635 31 March, 2021 102
FIRST HORIZON ADVISORS, INC. 631 31 March, 2021 340
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 630 31 March, 2021 -75
ALLEN CAPITAL GROUP, LLC 629 31 March, 2021 40
WC WALKER & ASSOCIATES, INC. 627 31 March, 2021 0
WINTRUST INVESTMENTS LLC 626 31 March, 2021 99
BECK CAPITAL MANAGEMENT, LLC 625 31 March, 2021 -1567
GALVIN, GAUSTAD & STEIN, LLC 623 31 March, 2021 623
ZHANG FINANCIAL LLC 623 31 March, 2021 -310
BEAM ASSET MANAGEMENT, LLC 622 31 March, 2021 261
CHAPMAN INVESTMENT MANAGEMENT, LLC 622 31 March, 2021 622
ECLECTIC ASSOCIATES INC /ADV 622 31 March, 2021 23
FINANCIAL PLANNING & INFORMATION SERVICES, INC. 622 31 March, 2021 33
ARNHOLD LLC 617 31 March, 2021 36
CLEAR PERSPECTIVE ADVISORS, LLC 617 31 March, 2021 617
WNY ASSET MANAGEMENT, LLC 617 31 March, 2021 -41
GAINPLAN LLC 615 31 March, 2021 615
SOUDERS FINANCIAL ADVISORS 615 31 March, 2021 -33
BKD WEALTH ADVISORS, LLC 614 31 March, 2021 -1558
ARVEST BANK TRUST DIVISION 612 31 March, 2021 156
SCHNIEDERS CAPITAL MANAGEMENT LLC 612 31 March, 2021 -123
9258 WEALTH MANAGEMENT, LLC 611 31 March, 2021 -26
COUNTRY CLUB TRUST COMPANY, N.A. 610 31 March, 2021 610
HIGH FALLS ADVISORS, INC 610 31 March, 2021 -50
BRAY CAPITAL ADVISORS 607 31 March, 2021 0
CYPRESS CAPITAL GROUP 607 31 March, 2021 -23
SSI INVESTMENT MANAGEMENT LLC 607 31 March, 2021 0
CORNERSTONE ADVISORY, LLC 606 31 March, 2021 -4
YHB INVESTMENT ADVISORS, INC. 604 31 March, 2021 -32
ESSEX PRIVATE WEALTH MANAGEMENT, LLC 602 31 March, 2021 -4
BLACK DIAMOND FINANCIAL, LLC 600 31 March, 2021 25
JS CAPITAL MANAGEMENT LLC 600 31 March, 2021 600
PLATT INVESTMENT COUNSEL, LLC 600 31 March, 2021 0
PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL, LLC 600 31 March, 2021 -200
SCHARF INVESTMENTS, LLC 600 31 March, 2021 600
NEWPORT WEALTH STRATEGIES, INC. 599 31 March, 2021 29
SHEETS SMITH WEALTH MANAGEMENT 599 31 March, 2021 -12
FAIRHAVEN WEALTH MANAGEMENT, LLC 598 31 March, 2021 65
INSPIRION WEALTH ADVISORS, LLC 598 31 March, 2021 0
ALPHASTAR CAPITAL MANAGEMENT, LLC 595 31 March, 2021 -14
EPG WEALTH MANAGEMENT LLC 594 31 March, 2021 -1
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 593 31 March, 2021 -183
MERISTEM FAMILY WEALTH, LLC 590 31 March, 2021 0
SIERRA CAPITAL LLC 590 31 March, 2021 590
TCG ADVISORY SERVICES, LLC 589 31 March, 2021 -41
ENTERPRISE FINANCIAL SERVICES CORP 587 31 March, 2021 99
RB CAPITAL MANAGEMENT, LLC 587 31 March, 2021 -215
RETIREMENT CAPITAL STRATEGIES 586 31 March, 2021 586
FRAGASSO GROUP INC. 585 31 March, 2021 -177
PETERSON WEALTH ADVISORS, LLC 585 31 March, 2021 -217
STOKES FAMILY OFFICE, LLC 585 31 March, 2021 144
WINFIELD ASSOCIATES, INC. 585 31 March, 2021 65
BALLAST ADVISORS LLC 584 31 March, 2021 14
DEARBORN PARTNERS LLC 581 31 March, 2021 -494
GRANGER MANAGEMENT LLC 580 31 March, 2021 -340
ECHO STREET CAPITAL MANAGEMENT LLC 579 31 March, 2021 579
JOURNEY ADVISORY GROUP, LLC 577 31 March, 2021 -5
MINOT WEALTH MANAGEMENT LLC 577 31 March, 2021 577
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC 575 31 March, 2021 207
SOL CAPITAL MANAGEMENT CO 575 31 March, 2021 109
HNP CAPITAL LLC 573 31 March, 2021 37
BENIN MANAGEMENT CORP 572 31 March, 2021 65
ROTHSCHILD INVESTMENT CORP /IL 571 31 March, 2021 -95
S. R. SCHILL & ASSOCIATES 571 31 March, 2021 -63
FI3 FINANCIAL ADVISORS, LLC 565 31 March, 2021 565
AFFINITY WEALTH MANAGEMENT LLC 563 31 March, 2021 50
FRONT ROW ADVISORS LLC 560 31 March, 2021 200
OXFORD FINANCIAL GROUP LTD 560 31 March, 2021 -45
FIRST COMMAND BANK 557 31 March, 2021 531
FIRST COMMAND FINANCIAL SERVICES, INC. 557 31 March, 2021 531
SMITH SHELLNUT WILSON LLC /ADV 555 31 March, 2021 0
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. 554 31 March, 2021 -31
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 553 31 March, 2021 74
JNBA FINANCIAL ADVISORS 552 31 March, 2021 -16
NOVARE CAPITAL MANAGEMENT LLC 551 31 March, 2021 180
LIVE OAK PRIVATE WEALTH LLC 550 31 March, 2021 0
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 549 31 March, 2021 15
Q3 ASSET MANAGEMENT 548 31 March, 2021 -446
SPOUTING ROCK ASSET MANAGEMENT, LLC 548 31 March, 2021 548
BURNS J W & CO INC/NY 547 31 March, 2021 -10
OMNIA FAMILY WEALTH, LLC 547 31 March, 2021 -26
CAPITAL FINANCIAL PLANNING, LLC 545 31 March, 2021 45
MOODY NATIONAL BANK TRUST DIVISION 544 31 March, 2021 544
ADVISOR OS, LLC 543 31 March, 2021 -95
ADVANCED ASSET MANAGEMENT ADVISORS INC 540 31 March, 2021 0
PREMIER ASSET MANAGEMENT LLC 540 31 March, 2021 0
PRUDENT MAN ADVISORS, LLC 540 31 March, 2021 540
SAYBROOK CAPITAL /NC 540 31 March, 2021 -50
AARON WEALTH ADVISORS LLC 538 31 March, 2021 -57
KLINGENSTEIN FIELDS & CO LP 536 31 March, 2021 56
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS 534 31 March, 2021 -314
AMERICAN MONEY MANAGEMENT, LLC 533 31 March, 2021 -47
GATEWAY ADVISORY, LLC 531 31 March, 2021 -234
NINEPOINTTWO CAPITAL 531 31 March, 2021 110
RBF CAPITAL, LLC 530 31 March, 2021 530
MCF ADVISORS LLC 529 31 March, 2021 6
ACORN WEALTH ADVISORS, LLC 528 31 March, 2021 15
EVERGREEN ADVISORS, LLC 525 31 March, 2021 525
SPROTT INC. 525 31 March, 2021 0
TRUST CO 525 31 March, 2021 -25
ROBERTS GLORE & CO INC /IL/ 523 31 March, 2021 5
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 521 31 March, 2021 -639
LEGACY ADVISORS, LLC 520 31 March, 2021 0
QUAKER WEALTH MANAGEMENT, LLC 520 31 March, 2021 -100
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC 518 31 March, 2021 0
GITTERMAN WEALTH MANAGEMENT, LLC 518 31 March, 2021 518
TRANSFORM WEALTH, LLC 518 31 March, 2021 -129
AHRENS INVESTMENT PARTNERS LLC 517 31 March, 2021 -343
ONE CAPITAL MANAGEMENT, LLC 516 31 March, 2021 107
ASSET MANAGEMENT CORP /IL/ /ADV 515 31 March, 2021 0
MIDWESTONE FINANCIAL GROUP, INC. 515 31 March, 2021 15
SOUTH SHORE CAPITAL ADVISORS 515 31 March, 2021 8
TBH GLOBAL ASSET MANAGEMENT, LLC 515 31 March, 2021 97
CNB BANK 512 31 March, 2021 383
INVESTORS FINANCIAL GROUP, LLC 512 31 March, 2021 -8
PEKIN HARDY STRAUSS, INC. 512 31 March, 2021 95
FIRST NATIONAL BANK OF OMAHA 510 31 March, 2021 -115
FORMULAFOLIO INVESTMENTS, LLC 510 31 March, 2021 -11375
FOUNDERS FINANCIAL ALLIANCE, LLC 510 31 March, 2021 -191
GOEPPER BURKHARDT LLC 510 31 March, 2021 10
ADE, LLC 505 31 March, 2021 -5
KINLOCH CAPITAL, LLC 505 31 March, 2021 0
RITTER DANIHER FINANCIAL ADVISORY, LLC 505 31 March, 2021 -50
SALVUS WEALTH MANAGEMENT, LLC 505 31 March, 2021 35
VISHRIA BIRD FINANCIAL GROUP, LLC 504 31 March, 2021 100
NORTHSTAR ADVISORY GROUP, LLC 503 31 March, 2021 -17
PEAK FINANCIAL ADVISORS LLC 502 31 March, 2021 -498
ASSET PLANNING SERVICES, LTD. 500 31 March, 2021 0
BAROMETER CAPITAL MANAGEMENT INC. 500 31 March, 2021 500
CHECK CAPITAL MANAGEMENT INC/CA 500 31 March, 2021 0
FREEDMAN FINANCIAL ASSOCIATES, INC. 500 31 March, 2021 -20
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 500 31 March, 2021 500
HUMMER FINANCIAL ADVISORY SERVICES INC 500 31 March, 2021 0
PLANTE MORAN FINANCIAL ADVISORS, LLC 500 31 March, 2021 -399
SAWYER & COMPANY, INC 500 31 March, 2021 0
KWB WEALTH 497 31 March, 2021 -90
PRIVATE TRUST CO NA 495 31 March, 2021 -284
TELOS CAPITAL MANAGEMENT, INC. 495 31 March, 2021 0
BOUCHEY FINANCIAL GROUP LTD 494 31 March, 2021 -211
N.E.W. ADVISORY SERVICES LLC 492 31 March, 2021 156
RAUB BROCK CAPITAL MANAGEMENT LP 490 31 March, 2021 0
CANAL CAPITAL MANAGEMENT, LLC 488 31 March, 2021 8
SWS PARTNERS 488 31 March, 2021 0
JFS WEALTH ADVISORS, LLC 486 31 March, 2021 -5
MACROVIEW INVESTMENT MANAGEMENT LLC 484 31 March, 2021 447
MOUNTAIN CAPITAL INVESTMENT ADVISORS, INC 484 31 March, 2021 6
IFS ADVISORS, LLC 482 31 March, 2021 -49
COASTAL BRIDGE ADVISORS, LLC 480 31 March, 2021 5
LITMAN GREGORY ASSET MANAGEMENT LLC 480 31 March, 2021 -10
PARAGON ADVISORS, LLC 480 31 March, 2021 480
BANK OF THE WEST 479 31 March, 2021 134
MONEY CONCEPTS CAPITAL CORP 478 31 March, 2021 190
FOSTER VICTOR WEALTH ADVISORS, LLC 477 31 March, 2021 477
ASSET DEDICATION, LLC 476 31 March, 2021 -274
HAMILTON CAPITAL, LLC 475 31 March, 2021 7
HENGEHOLD CAPITAL MANAGEMENT LLC 472 31 March, 2021 -83
FERMATA ADVISORS, LLC 471 31 March, 2021 471
RESTON WEALTH MANAGEMENT LLC 471 31 March, 2021 -118
ALTAVISTA WEALTH MANAGEMENT, INC. 470 31 March, 2021 -20
GABELLI & CO INVESTMENT ADVISERS, INC. 470 31 March, 2021 0
BECK BODE, LLC 469 31 March, 2021 -5
TOTAL WEALTH PLANNING, LLC 468 31 March, 2021 -7
JOHNSON BIXBY & ASSOCIATES, LLC 467 31 March, 2021 -160
TUTTLE TACTICAL MANAGEMENT 467 31 March, 2021 467
STERLING FINANCIAL PLANNING, INC. 466 31 March, 2021 -50
KISTLER-TIFFANY COMPANIES, LLC 465 31 March, 2021 100
ROCKLAND TRUST CO 465 31 March, 2021 40
FIRST AMERICAN TRUST, FSB 463 31 March, 2021 61
CATALYST CAPITAL ADVISORS LLC 462 31 March, 2021 -81
MCILRATH & ECK, LLC 462 31 March, 2021 -18
EPIQ PARTNERS, LLC 461 31 March, 2021 6
ALGERT GLOBAL LLC 460 31 March, 2021 -1617
CUTLER GROUP LP 460 31 March, 2021 -600
SUN LIFE FINANCIAL INC 460 31 March, 2021 12
TD CAPITAL MANAGEMENT LLC 460 31 March, 2021 0
IAM ADVISORY, LLC 459 31 March, 2021 -377
ANFIELD CAPITAL MANAGEMENT, LLC 458 31 March, 2021 0
NOVAK FINANCIAL PLANNING, LLC 456 31 March, 2021 22
ARROW FINANCIAL CORP 455 31 March, 2021 -60
PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC. 451 31 March, 2021 50
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 450 31 March, 2021 450
HAVERFORD TRUST CO 450 31 March, 2021 -325
MANDATUM LIFE INSURANCE CO LTD 449 31 March, 2021 -1479
ADVISER INVESTMENTS LLC 448 31 March, 2021 -40
FARMERS & MERCHANTS INVESTMENTS INC 448 31 March, 2021 278
FIELD & MAIN BANK 447 31 March, 2021 -650
CAPITAL ADVISORS WEALTH MANAGEMENT, LLC 445 31 March, 2021 445
DAVID J YVARS GROUP 445 31 March, 2021 -67
VIGILARE WEALTH MANAGEMENT 443 31 March, 2021 -1021
WOODMONT INVESTMENT COUNSEL LLC 443 31 March, 2021 18
TARBOX FAMILY OFFICE, INC. 442 31 March, 2021 74
TRADEWINDS CAPITAL MANAGEMENT, LLC 442 31 March, 2021 87
BAYSTATE WEALTH MANAGEMENT LLC 440 31 March, 2021 15
CFO4LIFE GROUP, LLC 440 31 March, 2021 5
FIRST FINANCIAL BANK - TRUST DIVISION 440 31 March, 2021 -25
HORIZON INVESTMENT SERVICES, LLC 440 31 March, 2021 40
KFA PRIVATE WEALTH GROUP, LLC 440 31 March, 2021 109
L2 ASSET MANAGEMENT, LLC 440 31 March, 2021 0
KEEBECK WEALTH MANAGEMENT, LLC 437 31 March, 2021 70
PROVIDENCE WEALTH ADVISORS, LLC 436 31 March, 2021 60
WALKNER CONDON FINANCIAL ADVISORS LLC 436 31 March, 2021 436
FIRST UNITED BANK TRUST/ 435 31 March, 2021 -25
GENWEALTH GROUP, INC. 435 31 March, 2021 0
ZIONS BANCORPORATION, N.A. 432 31 March, 2021 -357
ELITE WEALTH MANAGEMENT, INC. 431 31 March, 2021 121
LEELYN SMITH, LLC 431 31 March, 2021 41
ONEASCENT WEALTH MANAGEMENT LLC 431 31 March, 2021 13
BALDWIN BROTHERS INC/MA 430 31 March, 2021 90
EAGLECLAW CAPITAL MANAGMENT, LLC 430 31 March, 2021 -100
LINCOLN CAPITAL LLC 430 31 March, 2021 2
BAHL & GAYNOR INC 428 31 March, 2021 0
FIRST BANCORP, INC /ME/ 428 31 March, 2021 428
SUCCESSFUL PORTFOLIOS LLC 427 31 March, 2021 5
DAY & ENNIS, LLC 426 31 March, 2021 -30
SIPPICAN CAPITAL ADVISORS 426 31 March, 2021 -109
PARKSIDE ADVISORS LLC 425 31 March, 2021 25
PROFFITT & GOODSON INC 425 31 March, 2021 -50
SOUTH STATE CORP 425 31 March, 2021 15
NEW CAPITAL MANAGEMENT LP 424 31 March, 2021 -2
PRESTIGE WEALTH MANAGEMENT GROUP LLC 423 31 March, 2021 -135
NAPLES GLOBAL ADVISORS, LLC 422 31 March, 2021 -605
INTERACTIVE FINANCIAL ADVISORS 421 31 March, 2021 0
BLUEPRINT INVESTMENT PARTNERS LLC 420 31 March, 2021 419
FACET WEALTH, INC. 420 31 March, 2021 103
FRANKLIN STREET ADVISORS INC /NC 419 31 March, 2021 419
COLUMBIA ASSET MANAGEMENT 418 31 March, 2021 15
PRIVATE OCEAN, LLC 418 31 March, 2021 44
MERIDIAN WEALTH ADVISORS, LLC 417 31 March, 2021 56
ONEASCENT FINANCIAL SERVICES LLC 417 31 March, 2021 8
OCEAN CAPITAL MANAGEMENT, LLC 416 31 March, 2021 416
DOMANI WEALTH, LLC 414 31 March, 2021 414
RELYEA ZUCKERBERG HANSON LLC 411 31 March, 2021 95
JSF FINANCIAL, LLC 410 31 March, 2021 10
SECURE ASSET MANAGEMENT, LLC 410 31 March, 2021 116
W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO 410 31 March, 2021 55
ARKFELD WEALTH STRATEGIES, L.L.C. 409 31 March, 2021 -30
RETIREMENT INCOME SOLUTIONS, INC 409 31 March, 2021 0
TEMPUS WEALTH PLANNING, LLC 407 31 March, 2021 -899
LOMBARD ODIER ASSET MANAGEMENT (EUROPE) LTD 406 31 March, 2021 406
IMA WEALTH, INC. 405 31 March, 2021 0
DCM ADVISORS, LLC 404 31 March, 2021 -996
QUEST CAPITAL MANAGEMENT INC /ADV 402 31 March, 2021 -67
WHALEROCK POINT PARTNERS, LLC 400 31 March, 2021 0
QUAD-CITIES INVESTMENT GROUP, LLC 398 31 March, 2021 106
FAIRFIELD, BUSH & CO. 397 31 March, 2021 10
CLARITY FINANCIAL LLC 396 31 March, 2021 396
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 395 31 March, 2021 25
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 395 31 March, 2021 0
WEISS MULTI-STRATEGY ADVISERS LLC 394 31 March, 2021 394
HYA ADVISORS, INC 392 31 March, 2021 27
SIMMONS BANK 390 31 March, 2021 0
DELTA FINANCIAL ADVISORS LLC 388 31 March, 2021 6
PRAIRIEVIEW PARTNERS, LLC 388 31 March, 2021 -50
SILICON HILLS WEALTH MANAGEMENT, LLC 388 31 March, 2021 388
MERRION INVESTMENT MANAGEMENT CO, LLC 385 31 March, 2021 0
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 385 31 March, 2021 -104
TOTAL CLARITY WEALTH MANAGEMENT, INC. 385 31 March, 2021 -5
CALLAHAN ADVISORS, LLC 384 31 March, 2021 -50
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 384 31 March, 2021 -144
HHM WEALTH ADVISORS, LLC 381 31 March, 2021 -19
JGP WEALTH MANAGEMENT, LLC 381 31 March, 2021 -66
PLANNING DIRECTIONS INC 381 31 March, 2021 -39
SMITHFIELD TRUST CO 380 31 March, 2021 15
ELMWOOD WEALTH MANAGEMENT, INC. 378 31 March, 2021 315
OPTIVER HOLDING B.V. 378 31 March, 2021 378
YORKBRIDGE WEALTH PARTNERS, LLC 378 31 March, 2021 -20
FINANCIAL PARTNERS GROUP, INC 377 31 March, 2021 12
FIRST MIDWEST BANK TRUST DIVISION 376 31 March, 2021 10
BAXTER BROS INC 375 31 March, 2021 375
BCGM WEALTH MANAGEMENT, LLC 375 31 March, 2021 16
BOLTWOOD CAPITAL MANAGEMENT 375 31 March, 2021 -250
CANNELL PETER B & CO INC 375 31 March, 2021 0
ENGRAVE WEALTH PARTNERS LLC 375 31 March, 2021 -87
KEPOS CAPITAL LP 375 31 March, 2021 0
PECAUT & CO. 375 31 March, 2021 0
VICUS CAPITAL 375 31 March, 2021 -228
WINDSOR CAPITAL MANAGEMENT, LLC 375 31 March, 2021 0
EVERHART FINANCIAL GROUP, INC. 374 31 March, 2021 38
GRAYPOINT LLC 374 31 March, 2021 374
BARRY INVESTMENT ADVISORS, LLC 371 31 March, 2021 -365
LEGG MASON ASSET MANAGEMENT (JAPAN) CO., LTD. 371 31 March, 2021 371
TRUADVICE, LLC 371 31 March, 2021 136
ABACUS PLANNING GROUP, INC. 370 31 March, 2021 20
AMERICA FIRST INVESTMENT ADVISORS, LLC 370 31 March, 2021 0
AUREUS ASSET MANAGEMENT, LLC 370 31 March, 2021 370
SABAL TRUST CO 370 31 March, 2021 0
CARMICHAEL HILL & ASSOCIATES, INC. 369 31 March, 2021 12
MARINO, STRAM & ASSOCIATES LLC 369 31 March, 2021 -50
PITTENGER & ANDERSON INC 369 31 March, 2021 5
DIVIDEND ASSETS CAPITAL, LLC 368 31 March, 2021 100
FORD FINANCIAL GROUP, LLC 368 31 March, 2021 57
VISTA CAPITAL PARTNERS, INC. 368 31 March, 2021 368
COVENANT MULTIFAMILY OFFICES, LLC 367 31 March, 2021 367
NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC. 367 31 March, 2021 -29
UNITED BANK 365 31 March, 2021 365
PARCION PRIVATE WEALTH LLC 364 31 March, 2021 -1
GYL FINANCIAL SYNERGIES, LLC 363 31 March, 2021 31
FORTIS CAPITAL MANAGEMENT LLC 361 31 March, 2021 56
RUNNING POINT CAPITAL ADVISORS, LLC 361 31 March, 2021 1
KLINGMAN & ASSOCIATES, LLC 360 31 March, 2021 44
AEVITAS WEALTH MANAGEMENT, INC. 358 31 March, 2021 0
HILLSDALE INVESTMENT MANAGEMENT INC. 358 31 March, 2021 -60
PRINCIPAL STREET PARTNERS, LLC 358 31 March, 2021 358
BRIDGEFRONT CAPITAL, LLC 355 31 March, 2021 355
KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP 355 31 March, 2021 0
LOVELESS WEALTH MANAGEMENT LLC 355 31 March, 2021 5
YOUNGS ADVISORY GROUP, INC. 355 31 March, 2021 355
ALL TERRAIN FINANCIAL ADVISORS, LLC 352 31 March, 2021 352
MPS LORIA FINANCIAL PLANNERS, LLC 352 31 March, 2021 4
ALTUS WEALTH GROUP LLC 351 31 March, 2021 -18
BARRETT ASSET MANAGEMENT, LLC 350 31 March, 2021 0
CLARUS WEALTH ADVISORS 350 31 March, 2021 -185
CORE ALTERNATIVE CAPITAL 350 31 March, 2021 350
CRESTLINE MANAGEMENT, LP 350 31 March, 2021 350
SIMPLIFY ASSET MANAGEMENT INC. 350 31 March, 2021 70
MEITAV DASH INVESTMENTS LTD 349 31 March, 2021 349
HOLDERNESS INVESTMENTS CO 347 31 March, 2021 347
S.A. MASON LLC 347 31 March, 2021 37
EARNEST PARTNERS LLC 345 31 March, 2021 0
HOWE & RUSLING INC 345 31 March, 2021 95
WELLS TRECASO FINANCIAL GROUP, LLC 344 31 March, 2021 -55
FINANCIAL NETWORK WEALTH MANAGEMENT LLC 343 31 March, 2021 0
HUDOCK, INC. 343 31 March, 2021 38
SEGMENT WEALTH MANAGEMENT, LLC 343 31 March, 2021 3
ZEKE CAPITAL ADVISORS, LLC 343 31 March, 2021 -360
CENTER FOR ASSET MANAGEMENT LLC 341 31 March, 2021 341
PATTON ALBERTSON MILLER GROUP, LLC 341 31 March, 2021 -63
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 341 31 March, 2021 41
PENN DAVIS MCFARLAND INC 340 31 March, 2021 340
REITZ CAPITAL ADVISORS LLC 340 31 March, 2021 0
GYON TECHNOLOGIES CAPITAL MANAGEMENT, LP 339 31 March, 2021 339
CAHABA WEALTH MANAGEMENT, INC. 338 31 March, 2021 -66
US FINANCIAL ADVISORS, LLC 338 31 March, 2021 0
PEAK FINANCIAL MANAGEMENT, INC. 337 31 March, 2021 -31
CLEARBRIDGE INVESTMENTS, LLC 336 31 March, 2021 -41
GODSEY & GIBB ASSOCIATES 335 31 March, 2021 -1
MOTLEY FOOL WEALTH MANAGEMENT, LLC 335 31 March, 2021 -20
MANCHESTER FINANCIAL INC 333 31 March, 2021 3
JACKSON, GRANT INVESTMENT ADVISERS, INC. 332 31 March, 2021 -300
MACH-1 FINANCIAL GROUP, INC. 331 31 March, 2021 -284
SHULMAN DEMEO ASSET MANAGEMENT LLC 331 31 March, 2021 331
BRUDERMAN ASSET MANAGEMENT, LLC 330 31 March, 2021 0
BRANDYWINE OAK PRIVATE WEALTH LLC 327 31 March, 2021 27
MOSAIC ADVISORS LLC 327 31 March, 2021 327
KOWAL INVESTMENT GROUP, LLC 326 31 March, 2021 326
EAGLE CAPITAL MANAGEMENT, LLC 325 31 March, 2021 0
FOSTER DYKEMA CABOT & CO INC/MA 325 31 March, 2021 0
HEMENWAY TRUST CO LLC 325 31 March, 2021 -48
NELSON CAPITAL MANAGEMENT, LLC 325 31 March, 2021 0
NOVAPOINT CAPITAL, LLC 325 31 March, 2021 325
ACAS, LLC 324 31 March, 2021 324
BORDEAUX WEALTH ADVISORS LLC 324 31 March, 2021 324
QCI ASSET MANAGEMENT INC/NY 322 31 March, 2021 -53
STRATEGIC GLOBAL ADVISORS, LLC 321 31 March, 2021 321
SUMMIT FINANCIAL WEALTH ADVISORS, LLC 321 31 March, 2021 321
BIGELOW INVESTMENT ADVISORS, LLC 320 31 March, 2021 -90
BILTMORE FAMILY OFFICE, LLC 320 31 March, 2021 -30
R. W. ROGE & COMPANY, INC. 320 31 March, 2021 5
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 320 31 March, 2021 -225
EPSTEIN & WHITE FINANCIAL LLC 319 31 March, 2021 -25
WESTSHORE WEALTH, LLC 319 31 March, 2021 -2141
AULL & MONROE INVESTMENT MANAGEMENT CORP 318 31 March, 2021 318
CAPSTONE TRITON FINANCIAL GROUP, LLC 316 31 March, 2021 -112
COHEN & STEERS, INC. 316 31 March, 2021 316
BT WEALTH MANAGEMENT LLC 315 31 March, 2021 315
CROSSVAULT CAPITAL MANAGEMENT LLC 315 31 March, 2021 -110
SLATESTONE WEALTH, LLC 315 31 March, 2021 -20
BRIGHTWORTH 314 31 March, 2021 4
STONE HOUSE INVESTMENT MANAGEMENT, LLC 314 31 March, 2021 0
DESTINATION WEALTH MANAGEMENT 313 31 March, 2021 -511
FAMILY MANAGEMENT CORP 312 31 March, 2021 312
TOBIAS FINANCIAL ADVISORS, INC. 312 31 March, 2021 11
DANA INVESTMENT ADVISORS, INC. 311 31 March, 2021 -8579
M. KRAUS & CO 311 31 March, 2021 22
OMEGA FINANCIAL GROUP, LLC 311 31 March, 2021 311
WHITENER CAPITAL MANAGEMENT, INC. 311 31 March, 2021 311
DIXON HUBARD FEINOUR & BROWN INC/VA 310 31 March, 2021 310
GREENWOOD GEARHART INC 310 31 March, 2021 0
JACKSON HOLE CAPITAL PARTNERS, LLC 310 31 March, 2021 0
BROWN ADVISORY SECURITIES, LLC 308 31 March, 2021 -7
LATITUDE ADVISORS, LLC 307 31 March, 2021 -8
MINE & ARAO WEALTH CREATION & MANAGEMENT, LLC. 307 31 March, 2021 7
ALLIANCE WEALTH ADVISORS, LLC 306 31 March, 2021 -10
FINANCIAL ADVISORS, LLC 305 31 March, 2021 305
SAGE CAPITAL ADVISORS,LLC 305 31 March, 2021 -89
ALPHA OMEGA GROUP, INC. 303 31 March, 2021 303
LANDMARK FINANCIAL ADVISORS, LLC 303 31 March, 2021 0
TEN CAPITAL WEALTH ADVISORS, LLC 303 31 March, 2021 195
TUFTON CAPITAL MANAGEMENT 302 31 March, 2021 2
MCNAUGHTON WEALTH MANAGEMENT, LLC 301 31 March, 2021 301
AXIOM INVESTMENT MANAGEMENT LLC 300 31 March, 2021 -1818
BANGOR SAVINGS BANK 300 31 March, 2021 0
BIRCH HILL INVESTMENT ADVISORS LLC 300 31 March, 2021 -500
DAVIS-REA LTD. 300 31 March, 2021 300
SEMMAX FINANCIAL ADVISORS INC. 300 31 March, 2021 0
ALPHAMARK ADVISORS, LLC 299 31 March, 2021 -309
CHESLEY TAFT & ASSOCIATES LLC 290 31 March, 2021 290
FIRST PACIFIC ADVISORS, LP 290 31 March, 2021 290
JOHNSON MIDWEST FINANCIAL, LLC 289 31 March, 2021 32
SAGE PRIVATE WEALTH GROUP, LLC 283 31 March, 2021 -57
SECURITY NATIONAL TRUST CO 275 31 March, 2021 0
WEBSTER BANK, N. A. 274 31 March, 2021 -520
ROMAN BUTLER FULLERTON & CO 272 31 March, 2021 -114
RESOURCES MANAGEMENT CORP /CT/ /ADV 270 31 March, 2021 56
RWM ASSET MANAGEMENT, LLC 263 31 March, 2021 33
WASHINGTON TRUST CO 256 31 March, 2021 -5
NUWAVE INVESTMENT MANAGEMENT, LLC 251 31 March, 2021 251
HIGHMARK WEALTH MANAGEMENT LLC 249 31 March, 2021 54
ACCEL WEALTH MANAGEMENT 246 31 March, 2021 107
BENJAMIN EDWARDS INC 242 31 March, 2021 -6
VERACITY CAPITAL LLC 241 31 March, 2021 -125
KEY FINANCIAL INC 236 31 March, 2021 21
ARLINGTON PARTNERS LLC 235 31 March, 2021 235
TOWER VIEW INVESTMENT MANAGEMENT & RESEARCH LLC 235 31 March, 2021 10
COREFIRST BANK & TRUST 231 31 March, 2021 81
BLUE CHIP PARTNERS, INC. 229 31 March, 2021 -62
INVESTORS RESEARCH CORP 225 31 March, 2021 0
KELLY LAWRENCE W & ASSOCIATES INC/CA 225 31 March, 2021 225
NORTHERN OAK WEALTH MANAGEMENT INC 225 31 March, 2021 0
COLUMN CAPITAL ADVISORS, LLC 222 31 March, 2021 2
JJJ ADVISORS INC. 221 31 March, 2021 -21
PACIFICA PARTNERS INC. 215 31 March, 2021 -75
SAVIOR LLC 215 31 March, 2021 0
VALLEY BROOK CAPITAL GROUP, INC. 215 31 March, 2021 5
GAM HOLDING AG 211 31 March, 2021 211
TRUVESTMENTS CAPITAL LLC 206 31 March, 2021 88
CRIBSTONE CAPITAL MANAGEMENT, LLC 200 31 March, 2021 100
FIRST NATIONAL BANK OF SOUTH MIAMI 200 31 March, 2021 -30
GABLES CAPITAL MANAGEMENT INC. 200 31 March, 2021 -300
CKW FINANCIAL GROUP 199 31 March, 2021 34
HEXAVEST INC. 199 31 March, 2021 195
SPECTRUM MANAGEMENT GROUP, LLC 186 31 March, 2021 4
DB WEALTH MANAGEMENT GROUP, LLC 184 31 March, 2021 109
SALEM INVESTMENT COUNSELORS INC 184 31 March, 2021 -37
C M BIDWELL & ASSOCIATES LTD 183 31 March, 2021 2
FINANCIAL ENHANCEMENT GROUP LLC 182 31 March, 2021 0
1832 ASSET MANAGEMENT L.P. 175 31 March, 2021 -1275
AVION WEALTH 175 31 March, 2021 0
HARBOUR INVESTMENTS, INC. 173 31 March, 2021 173
CORBENIC PARTNERS LLC 172 31 March, 2021 0
CASTLEARK ALTERNATIVES, LLC 170 31 March, 2021 -4770
FOUNDERS CAPITAL MANAGEMENT 170 31 March, 2021 64
PEOPLES FINANCIAL SERVICES CORP. 168 31 March, 2021 0
HARTFORD FINANCIAL MANAGEMENT INC. 165 31 March, 2021 20
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC 160 31 March, 2021 10
GOODWIN INVESTMENT ADVISORY 159 31 March, 2021 0
BLUME CAPITAL MANAGEMENT, INC. 155 31 March, 2021 0
CAROLINA WEALTH ADVISORS, LLC 155 31 March, 2021 -5
MASCOMA WEALTH MANAGEMENT LLC 155 31 March, 2021 155
LAUREL WEALTH ADVISORS LLC 154 31 March, 2021 6
HERITAGE WEALTH ADVISORS 153 31 March, 2021 -22
TCTC HOLDINGS, LLC 150 31 March, 2021 0
WEALTHCARE CAPITAL MANAGEMENT LLC 150 31 March, 2021 150
METROPOLITAN LIFE INSURANCE CO/NY 133 31 March, 2021 -139007
MOISAND FITZGERALD TAMAYO, LLC 133 31 March, 2021 11
IAG WEALTH PARTNERS, LLC 125 31 March, 2021 45
FIDUCIARY PLANNING LLC 121 31 March, 2021 -8
KB FINANCIAL PARTNERS, LLC 120 31 March, 2021 120
IRON HORSE WEALTH MANAGEMENT, LLC 116 31 March, 2021 1
DUNCKER STREETT & CO INC 113 31 March, 2021 0
CITY HOLDING CO 111 31 March, 2021 40
CWH CAPITAL MANAGEMENT, INC. 855 31 December, 2020 0
SAN LUIS WEALTH ADVISORS LLC 3486 31 December, 2020 3486
BERRY GROUP, LLC 2565 31 December, 2020 172
VERITY & VERITY, LLC 730 31 December, 2020 0
IRONBRIDGE PRIVATE WEALTH, LLC 60 31 December, 2020 60
WEALTHSOURCE PARTNERS, LLC 3402 31 December, 2020 -50
HALL CAPITAL MANAGEMENT CO INC 920 31 December, 2020 50
GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEM 1940 31 December, 2020 -379
CERRO PACIFIC WEALTH ADVISORS LLC 375 31 December, 2020 375
SRS CAPITAL ADVISORS, INC. 1536 31 December, 2020 -31
STEVARD, LLC 22099 31 December, 2020 -3195
CARRET ASSET MANAGEMENT, LLC 1533 31 December, 2020 8
DARRELL & KING LLC 531 31 December, 2020 531
BEACON FINANCIAL GROUP 1021 31 December, 2020 1021
WINTON GROUP LTD 369 31 December, 2020 369
CARILLON TOWER ADVISERS, INC. 12900 31 December, 2020 7700
RPG FAMILY WEALTH ADVISORY, LLC 550 31 December, 2020 0
BAKER TILLY WEALTH MANAGEMENT, LLC 5488 31 December, 2020 5488
COPPELL ADVISORY SOLUTIONS LLC 671 31 December, 2020 671
PAUL JOHN BALSON 20075 31 December, 2020 -1525
WINSLOW, EVANS & CROCKER, INC. 12488 31 December, 2020 10818
HOEY INVESTMENTS, INC 234 31 December, 2020 -150
SWEDBANK 192300 31 December, 2020 192300
ALBION FINANCIAL GROUP /UT 5436 31 December, 2020 135
GREENWOODS ASSET MANAGEMENT LTD 183980 31 December, 2020 183980
REBY ADVISORS, LLC 168 31 December, 2020 168
HALL PRIVATE WEALTH ADVISORS 1250 31 December, 2020 1250
H2O AM LLP 1150 31 December, 2020 1150
STONEX GROUP INC. 2726 31 December, 2020 580
PLATFORM TECHNOLOGY PARTNERS 2026 31 December, 2020 -314
NORGES BANK 7790070 31 December, 2020 -1955
BAINCO INTERNATIONAL INVESTORS 525 31 December, 2020 525
PRIVATE WEALTH ADVISORS, INC. 575 31 December, 2020 -213
EQUITEC PROPRIETARY MARKETS, LLC 300 31 December, 2020 300
PRENTISS SMITH & CO INC 305 31 December, 2020 305
ADDISON ADVISORS LLC 10 31 December, 2020 10
SVA WEALTH MANAGEMENT, LLC 1048 31 December, 2020 -47
APERIO GROUP, LLC 462507 31 December, 2020 82245
HOWARD CAPITAL MANAGEMENT 2206 31 December, 2020 -109
PFLUG KOORY, LLC 140 31 December, 2020 0
CFS INVESTMENT ADVISORY SERVICES, LLC 403 31 December, 2020 403
FCG ADVISORS, LLC 3153 30 September, 2020 -577
BLUE CHIP WEALTH MANAGEMENT, INC. 9042 30 September, 2020 427
QUANTUM CAPITAL MANAGEMENT 1065 30 September, 2020 0
FILAMENT LLC 1750 30 September, 2020 -10
AIA INVESTMENT MANAGEMENT PRIVATE LTD 15303 30 September, 2020 -6882
SHINE INVESTMENT ADVISORY SERVICES INC 701 30 September, 2020 466
NORTHSTAR WEALTH PARTNERS LLC 1390 30 September, 2020 -320
LIFEPLAN FINANCIAL GROUP, INC 790 30 September, 2020 35
10-15 ASSOCIATES, INC. 1868 30 September, 2020 263
ALPHA WINDWARD LLC 395 30 September, 2020 0
POLAR CAPITAL LLP 147868 30 September, 2020 99958
STEARNS FINANCIAL SERVICES GROUP 15 30 September, 2020 5
WEALTHSPIRE ADVISORS, L.P. 18006 30 September, 2020 326
ETRADE CAPITAL MANAGEMENT LLC 30168 30 September, 2020 4528
FORTIS GROUP ADVISORS, LLC 2098 30 September, 2020 2098
HORIZON BANCORP INC /IN/ 40 30 September, 2020 -35
KAVAR CAPITAL PARTNERS, LLC 1590 30 September, 2020 45
INDEPENDENCE ADVISORS, LLC 508 30 September, 2020 508
SUNFLOWER BANK, NA WEALTH MANAGEMENT 570 30 September, 2020 -430
BELL & BROWN WEALTH ADVISORS, LLC 1354 30 September, 2020 -196
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. 536 30 September, 2020 536
CAPSTONE FINANCIAL GROUP, INC. 150 30 September, 2020 60
VERITAS INVESTMENT MANAGEMENT LLP 40 30 September, 2020 -30
PACIFIC SUN FINANCIAL CORP 1546 30 September, 2020 -299
RAINIER GROUP INVESTMENT ADVISORY LLC 4042 30 September, 2020 42
PARTNERVEST ADVISORY SERVICES LLC 4825 30 September, 2020 -65
SMITH CAPITAL MANAGEMENT INC /AR/ADV 685 30 September, 2020 685
FIRST ALLIED ADVISORY SERVICES, INC. 25545 30 September, 2020 1265
LUCIA WEALTH SERVICES, LLC 170 30 September, 2020 170
TRUEWEALTH LLC 1750 30 June, 2020 -200
LENOX WEALTH MANAGEMENT, INC. 1150 30 June, 2020 -415
SQUAR MILNER FINANCIAL SERVICES LLC 6175 30 June, 2020 1935
JUPITER INVESTMENT MANAGEMENT LTD 117135 30 June, 2020 38040
IBERIABANK CORP 3795 30 June, 2020 3795
FRONTIER INVESTMENT MGMT CO 6875 30 June, 2020 4000
DAVIS CAPITAL MANAGEMENT 25 30 June, 2020 0
FIDUCIARY TRUST INTERNATIONAL LLC 3360 30 June, 2020 0
BLUEFIN TRADING, LLC 21585 30 June, 2020 21585
ARGENT WEALTH MANAGEMENT LLC 1020 30 June, 2020 1020
PRIVATE VISTA, LLC 1030 30 June, 2020 1030
BRINKER CAPITAL INC 6280 30 June, 2020 -1115
HolderSharesDate ReportedWeight Percent
TEXAS PERMANENT SCHOOL FUND 128223 31 March, 2021 N/A
K2 PRINCIPAL FUND, L.P. 55000 31 March, 2021 N/A
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 223320 31 March, 2021 N/A
Verition Fund Management LLC 1700 31 March, 2021 N/A
IBM Retirement Fund 26080 31 March, 2021 N/A
Patton Fund Management, Inc. 1856 31 March, 2021 N/A
Leverage Partners Absolute Return Fund SPC 2022 31 March, 2021 N/A
Empowered Funds, LLC 2910 31 March, 2021 N/A
Harvest Fund Management Co., Ltd 11234 31 March, 2021 N/A
CAPITAL FUND MANAGEMENT S.A. 217700 31 March, 2021 N/A
DIMENSIONAL FUND ADVISORS LP 1011947 31 March, 2021 N/A
Himension Fund 21841 31 March, 2021 N/A
NEW YORK STATE COMMON RETIREMENT FUND 1511646 31 March, 2021 N/A
HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS, L.P. 3000 16 February, 2021 N/A
Anson Funds Management LP 6000 16 February, 2021 N/A
Fullerton Fund Management Co Ltd. 66959 16 February, 2021 N/A
ADAMS DIVERSIFIED EQUITY FUND, INC. 33800 12 February, 2021 N/A
BOOTHBAY FUND MANAGEMENT, LLC 420 12 February, 2021 N/A
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1160 12 February, 2021 N/A
Kentucky Retirement Systems Insurance Trust Fund 20076 11 February, 2021 N/A
Infini Master Fund 800 9 February, 2021 N/A
Optimus Prime Fund Management Co., Ltd. 69895 9 February, 2021 N/A
Illinois Municipal Retirement Fund 8841 9 February, 2021 N/A
PROFUND ADVISORS LLC 60446 9 February, 2021 N/A
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 168964 9 February, 2021 N/A
Discovery Value Fund 1039049 3 February, 2021 N/A
Royal Fund Management, LLC 4268 2 February, 2021 N/A
E Fund Management (Hong Kong) Co., Ltd. 2400 5 January, 2021 N/A
iShares MSCI World SRI UCITS ETF 27465 31 August, 2020 0.7
Schwab U.S. Large-Cap Growth ETF 496070 31 August, 2020 1.93
Nationwide Risk-Managed Income ETF 10145 31 August, 2020 3.72
iShares Edge MSCI USA Momentum Factor ETF 1758480 31 August, 2020 7.22
SEI Institutional Managed - Large Cap Growth Fund 32345 31 August, 2020 1.03
iShares Morningstar Large-Cap Growth ETF 199285 31 August, 2020 5.25
iShares MSCI World EUR Hedged UCITS ETF 55270 31 August, 2020 0.79
HSBC MSCI World UCITS ETF 27405 31 August, 2020 0.78
iShares MSCI USA ESG Select ETF 54273 31 August, 2020 1.54
iShares U.S. Consumer Goods ETF 192925 31 August, 2020 13.43
iShares NASDAQ-100 UCITS ETF (DE) 192480 31 August, 2020 3.75
TD U.S. Equity Index ETF 17670 31 August, 2020 1.26
CSIF (IE) MSCI USA ESG Leaders BlueUCITS ETF Fund 52660 31 August, 2020 2.38
Goldman Sachs ActiveBeta US Large Cap Equity ETF 106572 31 August, 2020 0.51
The SEI Dynamic Asset Allocation Fund 10500 31 August, 2020 0.75
iShares Dow Jones U.S. ETF 30065 31 August, 2020 1.11
Invesco QQQ Trust 10572400 31 August, 2020 3.75
Horizons NASDAQ 100 Covered Call ETF 102770 31 August, 2020 3.78
Fidelity MSCI Consumer Discretionary Index ETF 187830 31 August, 2020 8.49
UBS (Irl) ETF plc - MSCI USA UCITS ETF Fund 50130 31 August, 2020 1.26
Vanguard ESG U.S. Stock ETF 50120 31 August, 2020 1.27
VanEck Vectors Low Carbon Energy ETF 50110 31 August, 2020 16.49
iShares MSCI KLD 400 Social ETF 101255 31 August, 2020 2.25
BNP Paribas Consumer Innovators 49810 31 August, 2020 3.75
UBS ETF MSCI World Socially Responsible UCITS ETF 187800 31 August, 2020 3.25
SEI Instl Mgd US Managed Volatility Fund 15255 31 August, 2020 0.46
UBS (Irl) ETF plc MSCI USA hedged to EUR UCITS ETF Fund 48855 31 August, 2020 1.18
UBS ETF MSCI USA Socially Responsible UCITS ETF 183315 31 August, 2020 5.58
iShares NASDAQ 100 UCITS ETF 100061 31 August, 2020 0.87
SEI Inst Inv Extended Market Index Fund 178895 31 August, 2020 6.97
Vanguard Consumer Discretionary Index Fund 620075 31 August, 2020 8.07
iShares MSCI USA SRI UCITS ETF 95397 31 August, 2020 1.25
ARK Innovation ETF 1829160 31 August, 2020 10.98
L&G Battery Value-Chain UCITS ETF 22885 31 August, 2020 6.95
iShares MSCI ACWI ETF 176730 31 August, 2020 0.69
Vanguard FTSE Social Index Fund 263580 31 August, 2020 1.41
Vanguard Mega Cap Index Fund 93622 31 August, 2020 1.45
iShares MSCI World UCITS ETF (Inc) 15817 31 August, 2020 0.17
SEI Institutional Investments - Large Cap Index Fund 44685 31 August, 2020 1.19
MSCI North America ex Controversial Weapons 11135 31 August, 2020 1.14
FlexShares Morningstar US Market Factor Tilt Index Fund 19000 31 August, 2020 0.76
BNP Paribas Easy MSCI USA SRI S-Series 5% Capped 286035 31 August, 2020 6.01
iShares Russell 1000 Growth ETF 2643480 31 August, 2020 2.12
Nuveen ESG Large-Cap Growth ETF 28720 31 August, 2020 3.95
ComStage ETF MSCI World TRN I 333425 31 August, 2020 7.2
SEI Inst Mgd Large Cap Index Fund 16310 31 August, 2020 1.18
iShares Exponential Technologies ETF 164150 31 August, 2020 3.01
iShares Russell Top 200 Growth ETF 163627 31 August, 2020 2.53
iShares Core S&P Total U.S. Stock Market ETF 601762 31 August, 2020 1.06
UBS ETF MSCI World UCITS ETF 15865 31 August, 2020 0.82
SSgA SPDR MSCI ACWI UCITS ETF 26405 31 August, 2020 0.69
John Hancock Multifactor Large Cap ETF 11190 31 August, 2020 0.61
Lyxor Core MSCI World (DR) UCITS ETF 11220 31 August, 2020 0.79
iShares MSCI World UCITS ETF (Acc) 83444 31 August, 2020 0.16
Schwab U.S. Broad Market ETF 352480 31 August, 2020 1.06
CSIF Equity US Blue 39326 31 August, 2020 1.03
CSIF World ex CH Index Blue- Pension Fund 31255 31 August, 2020 0.92
iShares Russell 1000 ETF 560100 31 August, 2020 1.13
UBS (Irl) ETF plc MSCI USA Socially Responsible UCITS ETF Fund 28310 31 August, 2020 5.58
Schwab 1000 Index ETF 25725 31 August, 2020 1.12
Schwab Fundamental US Small Company Index ETF 37450 31 August, 2020 0.62
iShares Edge MSCI World Momentum Factor UCITS ETF 33213 31 August, 2020 0.91
Global X Lithium ETF 150600 31 August, 2020 9.82
iShares Edge MSCI USA Momentum Factor UCITS ETF 21400 31 August, 2020 1.62
Motley Fool 100 Index ETF 16955 31 August, 2020 2.55
Horizons NASDAQ-100 Index ETF 13685 31 August, 2020 4.43
iShares MSCI Global Impact ETF 17983 31 August, 2020 5.13
Direxion NASDAQ-100 Equal Weighted Index Shares 13900 31 August, 2020 2.22
CSIF III Equity World ex CH Index - Pension Fund 75628 31 August, 2020 0.84
ComStage ETF MSCI North America TRN I 14285 31 August, 2020 6.45
Schwab U.S. Large-Cap ETF 539830 31 August, 2020 1.16
CSIF(CH)IIIEquityWorldexCHBlue - Pension Fund Plus 140890 31 August, 2020 0.91
UBS (Irl) ETF plc MSCI USA hedged to CHF UCITS ETF Fund 14390 31 August, 2020 1.28
Mackenzie US Large Cap Equity Index ETF 14405 31 August, 2020 1.25
BMO Nasdaq 100 Equity Hedged to CAD Index ETF 69675 31 August, 2020 3.75
iShares Russell Top 200 ETF 24615 31 August, 2020 1.49
UBS ETF MSCI USA UCITS ETF 14535 31 August, 2020 1.19
ARK Autonomous Technology & Robotics ETF 135325 31 August, 2020 11.22
SPDR NYSE Technology ETF 130590 31 August, 2020 12.57
iShares NASDAQ 100 Index ETF (CAD-Hedged) 66671 31 August, 2020 3.76
Pacer Trendpilot 100 ETF 66105 31 August, 2020 3.68
iShares ESG Aware MSCI USA ETF 220807 31 August, 2020 1.23
ComStage ETF MSCI Emerging Markets TRN 14580 31 August, 2020 1.82
Vanguard Tax-Managed Balanced Fund 62515 31 August, 2020 1.05
iShares Russell 3000 ETF 216177 31 August, 2020 1.06
iShares MSCI World ETF 14660 31 August, 2020 0.77
CSIF III US Index Blue - Pension Fund D 60745 31 August, 2020 1.19
HSBC Multi Factor Worldwide Equity UCITS ETF 12295 31 August, 2020 0.7
CSIF III World ex CH ESG Blue 32817 31 August, 2020 1.83
Vanguard Total Stock Market Index Fund 20917700 31 August, 2020 1.14
Vanguard Mega Cap Growth Index Fund 508866 31 August, 2020 2.47
ARK Next Generation Internet ETF 507025 31 August, 2020 10.53
iShares ESG MSCI USA Leaders ETF 123381 31 August, 2020 2.4
TD Global Technology Leaders Index ETF 10020 31 August, 2020 2.39
Globale Aktier Indeks KL 12220 31 July, 2020 0.5
PGIM Jennison Global Opportunities Fund 979775 31 July, 2020 5.37
Baron USA Partners Fund 125000 31 July, 2020 60.66
EQ/Large Cap Growth Managed Volatility Port 124500 31 July, 2020 0.73
Vanguard Growth Index Fund 5848600 31 July, 2020 1.33
Xtrackers MSCI USA ESG Leaders Equity ETF 122960 31 July, 2020 1.47
First Trust NASDAQ Clean Edge Green Energy Index Fund 122640 31 July, 2020 10.93
Columbia Large Cap Growth Opportunity Fund 122235 31 July, 2020 2.13
Transamerica WMC US Growth VP 122030 31 July, 2020 0.89
Vanguard Institutional Total Stock Market Index Fund 901740 31 July, 2020 0.66
Northern Trust World Custom ESG Equity Index Fund 117135 31 July, 2020 0.51
Northern Trust World Equity Index CCF 12320 31 July, 2020 0.48
Rydex NASDAQ-100 Fund 116235 31 July, 2020 2.36
Advanced Srs T Rowe Price Asset Allocation Port 113500 31 July, 2020 0.42
John Hancock VIT - Cap. Appreciation Trust 110875 31 July, 2020 4.91
Fidelity Series Growth Company Fund 764385 31 July, 2020 1.83
KLP AksjeGlobal Indeks I 105470 31 July, 2020 0.49
BNY Mellon Technology Growth Portfolio 104605 31 July, 2020 3.7
EQ Multimanager Technology Portfolio 12350 31 July, 2020 0.23
Alger Funds II - Alger Spectra Fund 103175 31 July, 2020 0.39
State Street Small/Mid Cap Equity Index Portfolio 102515 31 July, 2020 3.93
Vanguard Large-Cap Index Fund 741340 31 July, 2020 0.76
AllianzGI Technology Fund 100500 31 July, 2020 1.57
Vanguard Balanced Index Fund 636005 31 July, 2020 0.66
Alger Mid Cap Focus Fnd 12395 31 July, 2020 1.6
SinoPac STOXX USA 500 ETF 12460 31 July, 2020 1.3
Vanguard Russell 1000 Index Fund 95335 31 July, 2020 0.7
Xtrackers MSCI World UCITS ETF 95095 31 July, 2020 0.48
Fidelity Series Blue Chip Growth Fund 613035 31 July, 2020 3.01
Fidelity Series All-Sector Equity Fund 94500 31 July, 2020 0.8
Calamos Growth Fund 93555 31 July, 2020 1.85
Sissener UCITS NOK-R (acc) 12500 31 July, 2020 1.92
Wilmington Large-Cap Strategy Fund 12590 31 July, 2020 0.71
TIAA-CREF Life Funds - Growth Equity Fund 12650 31 July, 2020 2.61
Calvert US Large Cap Core Responsible Index Fund 89170 31 July, 2020 0.92
TIAA-CREF Equity Index Fund 609505 31 July, 2020 0.66
State Street World Index Equity Fund 87090 31 July, 2020 0.48
JPMorgan Opportunistic Equity Long/Short Fund;Sel 86765 31 July, 2020 5.91
EQ/Large Cap Growth Index Portfolio 84765 31 July, 2020 1.35
TIAA-CREF Large Cap Growth Fund 579490 31 July, 2020 2.59
Allianz US Large Cap Growth 12925 31 July, 2020 3.5
Fidelity Series Total Market Index Fund 567080 31 July, 2020 0.65
Franklin Growth Opportunities Fund 82105 31 July, 2020 0.51
JPMorgan Large Cap Growth Fund 4578000 31 July, 2020 5.04
Fidelity Funds - Global Consumer Industries Fund 81340 31 July, 2020 2.21
Prudential Series - Equity Portfolio 549410 31 July, 2020 3.26
Nykredit Invest Taktisk Allokering 12990 31 July, 2020 0.48
Fidelity Advisor Equity Growth Fund 80000 31 July, 2020 0.6
AXA WF Framlington Clean Economy 13040 31 July, 2020 2.75
TIAA-CREF Life Funds - Stock Index Fund 13335 31 July, 2020 0.66
Universal Invest - Low 13690 31 July, 2020 0.36
Janus Henderson Global Sustainable Equity Fund 75000 31 July, 2020 1.61
CREF Global Equities Account 534975 31 July, 2020 0.76
Smith & Williamson Artificial Intelligence Fund 72770 31 July, 2020 3.92
Swisscanto (CH) MSCI World ex Switzerland Index 14345 31 July, 2020 0.51
Fidelity OTC K6 Portfolio 72230 31 July, 2020 2.03
Nomura NEXT FUNDS NASDAQ-100 (R) Linked ETF 14510 31 July, 2020 2.4
CTIVP Los Angeles Capital Large Cap Growth Fund 69600 31 July, 2020 1.17
Northern Trust World Custom ESG EUR Hedged Equity Index Fund 68495 31 July, 2020 0.51
PGIM Jennison Blend Fund 68430 31 July, 2020 2.12
Principal LargeCap Growth Fund I 67870 31 July, 2020 0.17
Shelton Funds - Nasdaq-100 Index Fund 67615 31 July, 2020 2.38
Fidelity NASDAQ Composite Index Fund 525545 31 July, 2020 1.63
Zwitserleven Wereld Aandelenfonds 63665 31 July, 2020 0.49
Candriam SRI Equity North America 63135 31 July, 2020 2.63
JPMorgan Mid Cap Growth Fund 62500 31 July, 2020 0.3
EQ/T Rowe Price Growth Stock Portfolio 62500 31 July, 2020 0.91
Alger Capital Appreciation Institutional Fund 62080 31 July, 2020 0.48
BetaShares NASDAQ 100 ETF 60625 31 July, 2020 2.4
First Trust Consumer Discretionary Alphadex Fund 59910 31 July, 2020 1.81
Fidelity Advisor Series Growth Opportunities Fund 59605 31 July, 2020 2.46
TIAA-CREF Social Choice Low Carbon Equity Fd 14725 31 July, 2020 1.13
Janus Henderson Inst North American Idx Opps Fund 14805 31 July, 2020 0.7
Swisscanto (CH) IPF I Index Equity Fund USA 56930 31 July, 2020 0.72
Fidelity ZERO Large Cap Index Fund 56895 31 July, 2020 0.75
OP Ilmasto 56085 31 July, 2020 8.84
Fidelity Contrafund 56075 31 July, 2020 0.01
Nordea Invest North America Enhanced 14845 31 July, 2020 1.07
AMF Aktiefond Global 55825 31 July, 2020 0.9
VALIC Co I Nasdaq-100 Index Fund 55430 31 July, 2020 2.39
Alger Capital Appreciation Fund 54530 31 July, 2020 0.47
JPMorgan Intrepid Growth Fund 54000 31 July, 2020 1.31
Hartford Growth Opportunities HLS Fund 53790 31 July, 2020 0.83
ACTIAM Duurzaam Index Aandelenfonds NoordAmerika 53670 31 July, 2020 0.7
Vanguard FTSE Developed Wld Common Contractual Fd 14945 31 July, 2020 0.48
Fidelity Growth Discovery Fund 52500 31 July, 2020 0.59
Universal Invest Medium 52415 31 July, 2020 0.39
MainStay MacKay Growth Fund 52345 31 July, 2020 1.88
Eurizon Fund Equity USA 51800 31 July, 2020 0.97
Columbia Active Portfolios - Multi-Manager Growth Fund 51415 31 July, 2020 0.43
Transamerica U.S. Growth Fund 50855 31 July, 2020 0.86
Prudential Series - Jennison Portfolio 485620 31 July, 2020 4.91
Legal & General International Index Trust 49815 31 July, 2020 0.48
AMF Balansfond 14990 31 July, 2020 0.28
Baron Focused Growth Fund 450000 31 July, 2020 36.38
Invesco WilderHill Clean Energy ETF 48770 31 July, 2020 3.11
OP-Amerikka Indeksi II A 48420 31 July, 2020 0.7
AMF Aktiefond Varlden 48420 31 July, 2020 0.34
BNY Mellon Technology Growth Fund 48390 31 July, 2020 3.67
Lord Abbett Securities Trust - Growth Leaders Fund 441380 31 July, 2020 2.06
Invesco DWA Momentum ETF 47660 31 July, 2020 0.89
CREF Equity Index Account 438380 31 July, 2020 0.66
Lansforsakringar Global Index 47325 31 July, 2020 0.49
ERShares Entrepreneur 30 ETF 15575 31 July, 2020 3.54
Fidelity Blue Chip Growth Fund 3822060 31 July, 2020 2.97
Fidelity Blue Chip Growth K6 Fund 418090 31 July, 2020 3.14
SA Wellington Capital Appreciation Portfolio 44375 31 July, 2020 0.79
MainStay VP MacKay Growth Portfolio 44220 31 July, 2020 1.83
TIAA-CREF Large Cap Growth Index Fund 413720 31 July, 2020 1.34
JPMorgan Global Allocation 43960 31 July, 2020 0.6
Fidelity Select Environment and Alternative Energy Portfolio 43150 31 July, 2020 7.63
Rydex NASDAQ-100 2x Strategy 42990 31 July, 2020 2.39
RZL Wereld Aandelenfonds 15825 31 July, 2020 0.97
First Trust NASDAQ 100 Equal Weighted Index Fund 42295 31 July, 2020 1.35
AST J.P. Morgan Global Thematic Portfolio 41845 31 July, 2020 0.81
CSIF (IE) MSCI USA Blue UCITS ETF Fund 41790 31 July, 2020 0.73
Fidelity Capital Appreciation Fund 40930 31 July, 2020 0.21
DNB Global Indeks 40825 31 July, 2020 0.49
BetaShares Global Sustainability Leaders ETF 40225 31 July, 2020 2.19
Nordea 2 - Global Enhanced Equity Fund 15975 31 July, 2020 0.89
Nordea North American Enhanced 40015 31 July, 2020 1.05
Fidelity Extended Market Index Fund 3485700 31 July, 2020 4.11
Universal Invest Impact Equity 16075 31 July, 2020 2.13
First Trust Large Cap Growth Alphadex Fund 38615 31 July, 2020 1.12
AB SICAV I-International Technology Portfolio 38250 31 July, 2020 1.37
State Street US Index Equity Fund 38205 31 July, 2020 0.72
db x-trackers CSI300 Index UCITS ETF 16250 31 July, 2020 0.65
Fidelity Large Cap Growth Enhanced Index Fund 37535 31 July, 2020 0.85
NT- North America Custom ESG Equity Idx UCITS FGR 37310 31 July, 2020 0.73
Eaton Vance Tax-Managed Growth Fund 36985 31 July, 2020 0.05
Fidelity Index World Fund 36595 31 July, 2020 0.48
Fidelity Growth Company K6 Fund 373010 31 July, 2020 1.97
VALIC Co I Science & Technology Fund 16275 31 July, 2020 0.29
Vanguard FTSE All-World UCITS ETF 87340 31 July, 2020 0.42
Hartford Capital Appreciation Fund 36070 31 July, 2020 0.17
ProShares UltraPro QQQ 370105 31 July, 2020 2.39
AMF Aktiefond Nordamerika 16400 31 July, 2020 1.62
Vanguard Russell 3000 Index Fund 35815 31 July, 2020 0.66
iShares WorldexSwitzerland Equity Index Fund (CH) 16555 31 July, 2020 0.5
State Street North America Enhanced Equity Fund 16925 31 July, 2020 0.85
Vanguard Russell 1000 Growth Index Fund 369760 31 July, 2020 1.34
Invesco EQQQ NASDAQ-100 UCITS ETF Fund 359610 31 July, 2020 2.4
Interfund Team Equity USA 17370 31 July, 2020 0.23
Fidelity Series Large Cap Growth Index Fund 17425 31 July, 2020 1.21
John Hancock Capital Appreciation Fund 344080 31 July, 2020 4.91
Vanguard SRI FTSE Dvlp Wld II CommonContractual Fd 17465 31 July, 2020 0.47
Aegon Diversified Growth Fund 17595 31 July, 2020 1.26
Fidelity Growth Company Fund 3340040 31 July, 2020 1.83
AXA Premier VIP Multi Manager Aggressive Equity Portfolio 32670 31 July, 2020 0.64
IST Globe Index 17705 31 July, 2020 0.5
Calvert VP Nasdaq 100 Index Portfolio 17770 31 July, 2020 2.32
Universal Invest - High 32425 31 July, 2020 0.4
Vanguard SRI Global Stock Fund 18100 31 July, 2020 0.52
NT World ESG Leaders Equity Index 32250 31 July, 2020 0.96
Fidelity Advisor New Insights Fund 31555 31 July, 2020 0.04
Cleome Index USA Equities 31235 31 July, 2020 0.74
Swisscanto (CH) IPF III Index Equity Fund MSCI World ex CH 31100 31 July, 2020 0.5
Candriam SRI Equity World I EUR 30985 31 July, 2020 1.83
Franklin DynaTech Fund 312500 31 July, 2020 0.53
First Trust Large Cap Core Alphadex Fund 18180 31 July, 2020 0.56
Allianz Global Equity Insights 30210 31 July, 2020 3.19
Swisscanto (CH) IPF I Index EF World ex CH 29390 31 July, 2020 0.49
AST T. Rowe Price Growth Opportunities Portfolio 28685 31 July, 2020 0.37
Storebrand Global Indeks 18345 31 July, 2020 0.48
Vanguard Investments II Common Contractual Fund 28570 31 July, 2020 0.48
KLP Aksjeusa Indeks USD 28000 31 July, 2020 0.73
Eurizon Fund - Equity North America LTE 27915 31 July, 2020 0.68
L&G US Equity UCITS ETF Fund 18475 31 July, 2020 0.82
Vanguard Extended Market Index Fund 10211700 31 July, 2020 4.05
Shelton Green Alpha Fund 18500 31 July, 2020 6.7
Vanguard Tax-Managed Capital Appreciation Fund 270905 31 July, 2020 0.64
Xtrackers MSCI World Consumer Discretionary UCITS ETF 27440 31 July, 2020 4.29
SW Multi-Manager International Equity Fund 18540 31 July, 2020 0.15
Rydex Monthly Rebalance NASDAQ-100 2x Strategy;A 18565 31 July, 2020 2.27
John Hancock VIT - Tot. Stock Mrkt. Index 18790 31 July, 2020 0.77
ACTIAM Responsible Index Fund Equity North America 18990 31 July, 2020 0.7
AST Jennison Large-Cap Growth Portfolio 260480 31 July, 2020 4.96
Schwab Fundamental US Small Company Index Fund 19510 31 July, 2020 0.38
Robeco QI Global Developed Enhanced Index Equities Fund 19615 31 July, 2020 0.49
Vanguard Total World Stock Index Fund 259150 31 July, 2020 0.38
Prudential Series VA - Jennison 20/20 Focus Portfolio 26345 31 July, 2020 3.9
Xtrackers MSCI USA ESG UCITS ETF Fund 19955 31 July, 2020 1.81
Quilter Investors US Equity Growth Fund A Acc 25760 31 July, 2020 3.12
SIP World Equity Index (CHF Hedged) 25675 31 July, 2020 0.5
DWS US Growth 20000 31 July, 2020 1.12
Eurizon Azioni Internazionali 25000 31 July, 2020 0.73
Fidelity Advisor Series Equity Growth Fund 20000 31 July, 2020 0.58
Vanguard FTSE North America UCITS ETF 24445 31 July, 2020 0.71
TIAA Separate Account VA-1 Stock Index Account 24370 31 July, 2020 0.66
AST JPMorgan Strategic Opportunities Portfolio 24260 31 July, 2020 0.92
LI Aktier Globale 20065 31 July, 2020 2.15
Schwab Total Stock Market Index Fund 257680 31 July, 2020 0.65
CREF Social Choice Account 257015 31 July, 2020 0.79
Vanguard FTSE Dev World exUK Common Contractual Fd 23495 31 July, 2020 0.5
MSCI World SRI S-Series 5% Capped 23440 31 July, 2020 2.15
Swisscanto (CH) Index Equity Fund USA 23390 31 July, 2020 0.73
Jyske Invest Globale Aktier 20500 31 July, 2020 0.62
Fidelity SAI US Momentum Index Fund 247850 31 July, 2020 3.95
Mirae Asset TIGER Nasdaq 100 Exchange Traded Fund[Equity] 22960 31 July, 2020 2.41
Eurizon Fund - Equity Innovation 22630 31 July, 2020 1.06
Fidelity OTC Portfolio 1755320 31 July, 2020 2.14
Alger Large Cap Growth Portfolio 22590 31 July, 2020 1.82
Janus Henderson Horizon Global Sustainable Equity Fund 22500 31 July, 2020 1.61
Vanguard US Equity Index Fund 238525 31 July, 2020 0.65
Hartford Capital Appreciation HLS Fund 20725 31 July, 2020 0.15
Schwab 1000 Index Fund 236230 31 July, 2020 0.69
Xtrackers MSCI World Momentum UCITS ETF 22210 31 July, 2020 2.57
Fidelity US Sustainability Index Fd 22130 31 July, 2020 1.47
Fidelity Select Automotive Portfolio 22085 31 July, 2020 15.76
Strategic Advisers Fidelity US Total Stock Fund 22000 31 July, 2020 0.02
CREF Growth Account 1618640 31 July, 2020 1.48
Xtrackers MSCI World ESG UCITS ETF Fund 21395 31 July, 2020 1.13
Schwab US Large-Cap Growth Index Fund 21045 31 July, 2020 1.34
Aegon Global Sustainable Eq Fund 21160 31 July, 2020 2.85
Fidelity Large Cap Growth Index Fund 222675 31 July, 2020 1.34
Baron Opportunity Fund 213500 31 July, 2020 6.87
Investin, K Invest Globale Aktier II 10010 31 July, 2020 2.14
CREF Stock Account 1605760 31 July, 2020 0.42
John Hancock VIT - Science & Tech. 10300 31 July, 2020 0.32
TIAA-CREF Social Choice Equity Fund 200495 31 July, 2020 1.13
Dimensional Global Core Equity 10345 31 July, 2020 0.08
First Trust US Equity Opportunities ETF 192180 31 July, 2020 3.91
Fidelity VIP Growth Opportunities Portfolio 190125 31 July, 2020 2.47
LUX IM Green Energy 10515 31 July, 2020 1.55
JPMorgan Growth Advantage Fund 1258950 31 July, 2020 3.07
MPF North America Equity Index-Pen 183445 31 July, 2020 0.72
Rohstoff Strategie 10935 31 July, 2020 6.74
Xtrackers MSCI USA UCITS ETF 177140 31 July, 2020 0.73
Vanguard Global Stock Index Fund 177040 31 July, 2020 0.48
Ultra QQQ Proshares 175570 31 July, 2020 2.4
PGIM Jennison Focused Growth Fund 174115 31 July, 2020 5.47
AIG Focused Growth Fund 172500 31 July, 2020 8.27
Vanguard FTSE Developed World ex-UK Equity Index 171420 31 July, 2020 0.5
Fidelity Trend Fund 170530 31 July, 2020 1.95
Fidelity NASDAQ Composite Index Tracking Stock 166340 31 July, 2020 1.63
Fidelity Advisor Growth Opportunities Fund 1252380 31 July, 2020 2.56
Hartford Growth Opportunities Fund 160410 31 July, 2020 0.83
American Beacon ARK Transformational Innovation Fund 159885 31 July, 2020 10.55
MI Select Managers North American Equity Fund 152940 31 July, 2020 4.98
Capital Group New Perspective (LUX) 1249350 31 July, 2020 4.73
PGIM Jennison Growth Fund 1146540 31 July, 2020 4.92
Fidelity Funds - World 149245 31 July, 2020 1.14
Skandia Global Exponering 11500 31 July, 2020 0.49
Deka MSCI USA UCITS ETF 11605 31 July, 2020 0.73
State Street ACS North America Index Equity Fund 148595 31 July, 2020 0.71
Allianz Technology Trust PLC 147475 31 July, 2020 3.5
Wells Fargo Specialized Technology Fund 11900 31 July, 2020 0.57
Fidelity VIP Growth Portfolio 142000 31 July, 2020 0.6
Fidelity Total Market Index Fund 1100920 31 July, 2020 0.65
AllianzGI Focused Growth Fund 137525 31 July, 2020 3.43
EQ/Common Stock Index Portfolio 134000 31 July, 2020 0.65
Legal & General US Index Trust 133740 31 July, 2020 0.75
Fidelity ZERO Total Market Index Fund 130535 31 July, 2020 0.66
PGIM Jennison 20/20 Focus Fund 130030 31 July, 2020 3.88
TIAA-CREF Quant Large-Cap Growth Fund 129850 31 July, 2020 1.22
AQR TM Large Cap Momentum Style Fund 12705 30 June, 2020 1.18
American Funds Growth Fund of America 25726800 30 June, 2020 N/A
American Funds New Perspective Fund 16938100 30 June, 2020 3.86
Vanguard International Growth Fund 10981800 30 June, 2020 5.19
American Funds Insurance Series Growth Fund 9542500 30 June, 2020 7.13
Scottish Mortgage Investment Trust PLC 9350000 30 June, 2020 15.44
Harbor Capital Appreciation Fund 6545860 30 June, 2020 4.04
Baron Partners Fund 5500000 30 June, 2020 30.63
Vanguard U.S. Growth Fund 4597980 30 June, 2020 3.11
Vanguard PRIMECAP Fund 2925000 30 June, 2020 1.07
Baillie Gifford Long Term Global Growth Investment Fund 2143420 30 June, 2020 9.14
Baillie Gifford American Fund 1895840 30 June, 2020 8.15
American Century Ultra Fund 1865360 30 June, 2020 2.76
Vanguard Capital Opportunity Fund 1614830 30 June, 2020 2.23
Vanguard Variable Insurance Funds - International Portfolio 928295 30 June, 2020 5.04
PRIMECAP Odyssey Aggressive Growth Fund 805950 30 June, 2020 1.84
Baillie Gifford Managed Fund 607360 30 June, 2020 2.6
Metropolitan Series-Jennison Growth Portfolio 560065 30 June, 2020 4.14
PRIMECAP Odyssey Growth Fund 450000 30 June, 2020 1.04
Baillie Gifford Global Alpha Growth Fund 433265 30 June, 2020 1.74
JNL/Mellon Capital Nasdaq 100 Index Fund 396395 30 June, 2020 1.93
Baillie Gifford Positive Change Fund 388105 30 June, 2020 9.75
Fidelity Global Innovators Class 341965 30 June, 2020 2.69
BlackRock Technology Opportunities Fund 297365 30 June, 2020 1.73
Baillie Gifford Global Discovery Fund 285740 30 June, 2020 4.37
T. Rowe Price Global Technology Fund 277500 30 June, 2020 1.07
JNL/Mellon Capital Consumer Discretionary Sct Fd 269385 30 June, 2020 4.56
Baillie Gifford US Growth Trust plc 267520 30 June, 2020 10
USAA Nasdaq-100 Index Fund 264915 30 June, 2020 1.94
Vanguard Global Equity Fund 258485 30 June, 2020 0.91
Baillie Gifford Worldwide Long Term Global Growth Fund 239520 30 June, 2020 9.36
Vanguard MSCI Index International Shares ETF 228810 30 June, 2020 0.44
Baillie Gifford Long Term Global Growth 210275 30 June, 2020 9.27
American Century Focused Dynamic Growth Fund 209080 30 June, 2020 4.65
USAA 500 Index Fund 202205 30 June, 2020 0.57
T. Rowe Price Global Stock Fund 189000 30 June, 2020 1.1
Putnam Growth Opportunities Fund 163000 30 June, 2020 0.5
RidgeWorth Innovative Growth Stock Fund 152500 30 June, 2020 5.14
Vanguard US Opportunities Fund 151670 30 June, 2020 1.98
Baillie Gifford International Fund 141875 30 June, 2020 1.73
T. Rowe Price New America Growth Fund 140000 30 June, 2020 0.49
PACE Large Co Growth Equity Investments 126880 30 June, 2020 4.05
T Rowe PF - Global Focused Growth Equity Fd 126500 30 June, 2020 1.13
T. Rowe Price Extended Equity Market Index Fund 124140 30 June, 2020 3.17
Baillie Gifford Global Stewardship Fund 117345 30 June, 2020 4.69
Master Extended Market Index Series-Quantitative Master Series LLC 107595 30 June, 2020 3.42
Fidelity NorthStar Fund 106725 30 June, 2020 0.81
Marsico Focus Fund 100645 30 June, 2020 3.18
Great-West Large Cap Growth Fund 100120 30 June, 2020 3.11
Baillie Gifford Worldwide Global Alpha Fund 97970 30 June, 2020 1.73
Vanguard PRIMECAP Core Fund 95000 30 June, 2020 0.22
Franklin U.S. Opportunities Fund (Lux) 89060 30 June, 2020 0.4
Baillie Gifford Global Alpha Equity Fund 88535 30 June, 2020 1.75
Deka Umweltinvest 85000 30 June, 2020 3.5
Vanguard Variable Annuity - Capital Growth 84500 30 June, 2020 1.09
Baillie Gifford Worldwide Discovery Fund 83420 30 June, 2020 5.38
USAA Growth Fund 82945 30 June, 2020 0.65
JNL/JPMorgan MidCap Growth Fund 82000 30 June, 2020 0.67
AMUNDI INDEX MSCI GLOBAL CLIMATE CHANGE 81765 30 June, 2020 1.26
Franklin Technology Fund 80500 30 June, 2020 0.35
LO Funds - World Brands 74970 30 June, 2020 3.41
Voya Russell Large Cap Growth Index Portfolio 73365 30 June, 2020 1.31
Universal Invest - Global Flexible 65225 30 June, 2020 0.31
USAA Aggressive Growth Fund 64660 30 June, 2020 0.81
Fidelity Global Innovators Currency Neutral Class 59530 30 June, 2020 2.69
Amundi Index MSCI North America 58970 30 June, 2020 0.57
JNL/Mellon Capital JNL 5 Fund 56765 30 June, 2020 0.54
T Rowe PF - Global Technology Equity Fd 50300 30 June, 2020 1.07
Amundi Index MSCI World SRI 49505 30 June, 2020 1.59
TD Science & Technology Fund 49000 30 June, 2020 1.06
Amundi Index MSCI USA SRI 48785 30 June, 2020 2.78
PGIM Jennison Diversified Growth Fund 47810 30 June, 2020 3.84
Baillie Gifford Worldwide Global Stewardship Select Fund 47645 30 June, 2020 4.71
AZL Russell 1000 Growth Index Fund 47455 30 June, 2020 1.09
Marsico Growth Fund 47035 30 June, 2020 3.15
T. Rowe Price Total Equity Market Index Fund 46655 30 June, 2020 0.51
Baillie Gifford International Concntrtd Gr Eq 44085 30 June, 2020 5.45
AQR Large Cap Momentum Style Fund 43090 30 June, 2020 1.2
Baillie Gifford Worldwide Global Alpha Choice Fund 41950 30 June, 2020 1.8
SEB Sustainable Global Exposure Fund 39745 30 June, 2020 0.36
BlackRock Advantage Large Cap Growth Fund 39615 30 June, 2020 1.05
Baillie Gifford Uk & Worldwide Equity Fund 36580 30 June, 2020 1.45
Fidelity Global Fund 36000 30 June, 2020 1.15
Baillie Gifford Worldwide US Equity Growth Fund 34875 30 June, 2020 8.16
SEB Sustainable US Exposure Fund 34445 30 June, 2020 0.6
TD U.S. Index Fund 34150 30 June, 2020 0.5
Voya VP Russell Large Cap Index Port 33770 30 June, 2020 0.74
MSCI USA Invesco ETF 32980 30 June, 2020 0.58
Fuh Hwa Global Thematic Fund 32670 30 June, 2020 3.09
Domini Social Equity Fund 31680 30 June, 2020 0.86
American Century VP Ultra Fund 30800 30 June, 2020 2.77
TD Nasdaq Index Fund 30785 30 June, 2020 1.95
Columbia Global Technology Growth Fund 30525 30 June, 2020 0.31
Invesco MSCI World UCITS ETF 29850 30 June, 2020 0.38
Northern Global Sustainability Index Fund 28860 30 June, 2020 0.75
American Century Focused Dynamic Growth ETF 28840 30 June, 2020 4.69
Amundi Index MSCI World 27650 30 June, 2020 0.38
IG Putnam U.S. Growth Fund 27500 30 June, 2020 0.51
Mackenzie US All Cap Growth Fund 27000 30 June, 2020 0.59
Nordea Maailma Indeksirahasto B K 26980 30 June, 2020 0.38
SEB 1 Global Fund 26865 30 June, 2020 0.47
Laudus International MarketMasters Fund 26685 30 June, 2020 0.58
AQR Large Cap Multi-Style Fund 26565 30 June, 2020 0.58
T. Rowe Global Technology Equity 26500 30 June, 2020 1.08
Baillie Gifford Worldwide Positive Change Fund 24130 30 June, 2020 9.98
Satrix World Equity Tracker Fund 23940 30 June, 2020 0.37
Goldman Sachs Variable Ins. Strategic Growth Fund 23745 30 June, 2020 1.41
SG Actions Monde Techno 23000 30 June, 2020 1.31
Counsel U.S. Growth 22595 30 June, 2020 3.27
Putnam VT Growth Opportunities Fund 22435 30 June, 2020 0.5
Morgan Stanley Pathway Funds Large Cap Equity Fund 22310 30 June, 2020 0.29
T. Rowe Price Global Growth Stock Fund 21535 30 June, 2020 0.5
Goldman Sachs U.S. Equity Dividend And Premium Fund 20460 30 June, 2020 0.17
JNL/JPMorgan Global Allocation Fund 20125 30 June, 2020 0.63
USAA Cornerstone Moderately Aggressive Fund 19380 30 June, 2020 0.23
Fidelity NorthStar Balanced Fund 19285 30 June, 2020 0.74
UPAMC Global Innovative Tech Fund 19025 30 June, 2020 9.55
Moorea Fund Multi Manager Us Equity 18710 30 June, 2020 2.08
Victory RS Growth Fund 18700 30 June, 2020 1.62
Baillie Gifford Positive Change Equities Fund 18635 30 June, 2020 9.88
Nordea Global Enhanced 18340 30 June, 2020 0.69
Antecedo Defensive Growth 17500 30 June, 2020 1.75
Fidelity Insights Investment Trust 17300 30 June, 2020 0.08
LBPAM Actions Monde 16160 30 June, 2020 0.28
USAA Capital Growth Fund 16140 30 June, 2020 0.47
Aperture Investors SICAV - European Innovation 15650 30 June, 2020 1.47
Baillie Gifford US Equity Growth Fund 15625 30 June, 2020 9.88
Fuh Hwa Global Balance Fund 15080 30 June, 2020 3.56
T. Rowe Price Tax-Efficient Equity Fund 14725 30 June, 2020 0.53
Samsung KODEX FANG PLUS Exchange Traded Fund[Equity-Derivaitves](H) 13530 30 June, 2020 10.87
Janus Henderson Inst Global Res Managed Fund 13500 30 June, 2020 1.11
SEB Fund 3 SEB Pension Fund 13230 30 June, 2020 0.22
Goldman Sachs U.S. Tax-Managed Equity Fund 13140 30 June, 2020 0.18
Franklin Templeton SinoAm Global Healthcare Fund 12895 30 June, 2020 3.34
Meeder Muirfield Fund 12710 30 June, 2020 0.52
Nordea Invest Global Enhanced 12510 30 June, 2020 0.69
ERShares US Large Cap Fund 12500 30 June, 2020 1.8
UPAMC DynaStrategy Global Multi-Asset Fund 12290 30 June, 2020 10.06
Fidelity Insights Class 12160 30 June, 2020 0.08
JPMorgan Diversified Fund 12025 30 June, 2020 0.39
Reynolds Blue Chip Growth Fund 12000 30 June, 2020 4.29
Goldman Sachs Capital Growth Fund 11850 30 June, 2020 0.3
Aviva Investors International Index Tracking Fund 11750 30 June, 2020 0.37
Goldman Sachs Absolute Return Tracker Fund 11500 30 June, 2020 0.08
JNL/DFA U.S. Core Equity Fund 11335 30 June, 2020 0.22
SG Actions Luxe 11155 30 June, 2020 0.58
Fidelity U.S. Growth Opportunities Class 10970 30 June, 2020 3
UniDynamicFonds - Global 10940 30 June, 2020 0.55
SEB Sustainability Global Index 10900 30 June, 2020 0.39
Generali Smart Funds Fidelity World Fund 10500 30 June, 2020 1.38
LBBW Mobilitaet der Zukunft 10500 30 June, 2020 3.94
T. Rowe Price Funds OEIC - Global Focused Growth Equity Fund 10175 30 June, 2020 1.17
JPM US Opportunistic Long-Short Equity 89410 31 May, 2020 5.53
iShares Total U.S. Stock Market Index Fund 27500 31 May, 2020 0.4
ACS World Low Carbon EQ Tracker 40045 31 May, 2020 0.3
Degroof Equities US SRI MSCI Index 34005 31 May, 2020 1.85
Mercer Passive Global Equity Fund 42505 31 May, 2020 0.28
ASR Amerika Aandelen Basisfonds 18910 31 May, 2020 0.19
BlackRock ACS 50:50 Global Equity Tracker Fund 32500 31 May, 2020 0.07
BlackRock Science and Technology Trust 30375 31 May, 2020 0.64
UBS (CH) Inst Fund - Equities USA Passive II 19195 31 May, 2020 0.43
HSBC FTSE ALL World Index Fund 49270 31 May, 2020 0.26
Vanguard International Shares Index Fund (Hedged)-AUD Class 61925 31 May, 2020 0.31
Swisscanto (CH) IPF I Equity Fund World enhanced 26545 31 May, 2020 0.29
BlackRock Tactical Opportunities Fund 10085 31 May, 2020 0.29
Global Equities Unconstrained Fund 19895 31 May, 2020 2.02
ACS World ESG Equity Tracker Fund 19945 31 May, 2020 0.32
BlackRock Strategic Income Opportunities Portfolio 72360 31 May, 2020 0.3
JPM Global Balanced 10465 31 May, 2020 0.13
iShares North America Index Fund 75030 31 May, 2020 0.44
NN Enhanced Index Sustainable Equity Fund 20250 31 May, 2020 0.3
Multi Manager Access - US Equities 14210 31 May, 2020 0.15
iShares Developed World ex Tobacco Index Fund (IE) 20315 31 May, 2020 0.31
UBS (CH) Institutional Fund 2 - Equity USA Passive 77175 31 May, 2020 0.43
MGI Global Equity Fund 217680 31 May, 2020 1.36
iShares Developed World Index Fund 220310 31 May, 2020 0.3
UBS (CH) Institutuional Fund 2 - Equities USA Passive II I-X 221375 31 May, 2020 0.44
ACS World ex UK Equity Tracker Fund 222280 31 May, 2020 0.3
Danske Invest Global Indeks KL 21300 31 May, 2020 0.28
JPM Global Select Equity 10510 31 May, 2020 0.36
Edinburgh Worldwide Investment Trust plc 224525 31 May, 2020 4.07
Fidelity Investment Funds Global Special Situations Fund 189800 31 May, 2020 1.05
UBS (CH) Investment Fund - Equities Global Climate Aware II 10525 31 May, 2020 0.27
BlackRock Science and Technology Trust II 227080 31 May, 2020 2.29
DPAM Capital B Equities US Index 10525 31 May, 2020 0.42
NN Enhanced Index Sustainable Equity Fund DPF 10530 31 May, 2020 0.3
BlackRock ACS US Equity Tracker Fund 174320 31 May, 2020 0.46
Schroder Intl Selection Fd - QEP Global Core 11635 31 May, 2020 0.13
JPMorgan Funds - US Technology Fund 409750 31 May, 2020 2.88
JPMorgan Funds - America Equity Fund 324560 31 May, 2020 2.51
iShares Russell 1000 Large-Cap Index Fund 378635 31 May, 2020 0.42
JPMorgan Funds - US Growth Fund 338750 31 May, 2020 4.76
UBS Global Solutions - Global Equities II 11905 31 May, 2020 0.27
JPM US Equity All Cap 145775 31 May, 2020 1.31
JPMorgan Life US Equity All Cap Fund 16440 31 May, 2020 1.26
UBS (CH) Inv Fd - Eq USA Passive 32760 31 May, 2020 0.43
JPM US Select Equity 27685 31 May, 2020 0.2
NN Enhanced Index Sustainable Equity Fund A 16230 31 May, 2020 0.3
AEGON Equity Fund 17785 31 May, 2020 0.16
Danske Invest SICAV Global Index 33730 31 May, 2020 0.28
Goldman Sachs Large Cap Growth Insights Fund 89575 30 April, 2020 0.84
BGF ESG Multi-Asset Fund 13245 30 April, 2020 0.44
Fidelity Advisor High Income Advantage Fund 27000 30 April, 2020 1.56
Green Century Equity Fund 16920 30 April, 2020 0.83
iShares North American Equity Index Fund (UK) 181395 30 April, 2020 0.43
Aegon Mix Fund 28635 30 April, 2020 0.22
DFA Tax-Managed U.S. Equity Portfolio 98845 30 April, 2020 0.41
DFA US Large Cap Equity Portfolio 26320 30 April, 2020 0.27
Mercer Sustainable Global Equity Fund 11500 30 April, 2020 0.2
Fidelity Leveraged Company Stock Fund 149000 30 April, 2020 1.39
DFA U.S. Core Equity 2 Portfolio 80200 30 April, 2020 0.05
BGF World Technology Fund 306900 30 April, 2020 1.61
BGF Global Allocation Fund 47250 30 April, 2020 0.1
DFA U.S. Sustainability Core 1 Portfolio 26640 30 April, 2020 0.16
Monks Investment Trust PLC 209405 30 April, 2020 1.25
iShares World Equity Index Fund (LU) 22430 30 April, 2020 0.27
Scotia Global Growth Fund 85980 30 April, 2020 1.39
BGF Fixed Income Global Opportunities Fund 18095 30 April, 2020 2.01
Mercer Global Small Cap Equity Fund 55900 30 April, 2020 0.69
Vanguard International Shares Index Fund 203965 30 April, 2020 0.28
ProFunds Ultra NASDAQ-100 32340 30 April, 2020 1.58
iShares North America Equity Index Fund (LU) 14750 30 April, 2020 0.4
Northern Trust North America Custom ESG Equity Index Fund 38050 30 April, 2020 0.42
iShares US Equity Index Fund (UK) 59400 30 April, 2020 0.45
Fidelity Capital & Income Fund 195500 30 April, 2020 0.15
Fidelity Advisor Leveraged Company Stock Fund 78500 30 April, 2020 1.39
DFA U.S. Core Equity 1 Portfolio 209330 30 April, 2020 0.14
DFA T.A. U.S. Core Equity 2 Portfolio 35455 30 April, 2020 0.06
BlackRock Global Allocation Fund, Inc. 76420 30 April, 2020 0.09
Mainfirst - Global Equities 19865 30 April, 2020 2.28
Zevenbergen Genea Fund 18250 31 March, 2020 6.02
ON Nasdaq-100 Index Portfolio 32435 31 March, 2020 1.19
CIBC U.S. Broad Market Index Fund 32615 31 March, 2020 0.35
Mediolanum Challenge Technology Equity L - A 33235 31 March, 2020 0.48
Kinea Atlas Fundo de Investimento Multimercado 10020 31 March, 2020 0.52
American Century Strategic Allocation: Aggressive 17415 31 March, 2020 0.54
Kinea Arkhe Fundo de Investimento Multimercado 10020 31 March, 2020 0.57
Mediolanum Challenge North America Equity L - A 35925 31 March, 2020 0.26
Desjardins SocieTerra Positive Change Fund 36410 31 March, 2020 6.56
Mediolanum Challenge international Equity 16225 31 March, 2020 0.17
Kinea Apolo Fundo de Investimento Multimercado 10020 31 March, 2020 0.47
Desjardins Global Equity Growth Fund 40745 31 March, 2020 1.08
Kinea TLS Fundo De Investimento Multimercado 10020 31 March, 2020 0.57
Kinea Atlas II Fundo de Investimento Multimercado 10020 31 March, 2020 0.46
CIBC Nasdaq Index 53460 31 March, 2020 1.17
BlackRock Advantage Large Cap Core Fund 69255 31 March, 2020 0.25
Zevenbergen Growth Fund 13325 31 March, 2020 5.72
Mediolanum Challenge Cyclical Equity 79305 31 March, 2020 1.27
JPMorgan Global Active Allocation Portfolio 12395 31 March, 2020 0.21
UBS (CH) MSF - Equities Global XT3 11480 31 March, 2020 0.19
Bridge Builder Large Cap Growth Fund 476705 31 March, 2020 0.77
Berkshire Focus Fund 162650 31 March, 2020 5.06
Fidelity Global Innovators Investment Trust 511875 31 March, 2020 3.04
Canada Pension Plan Investment Board 565000 31 March, 2020 0.08
Stichting Pensioenfonds ABP 1062910 31 March, 2020 0.07
Legion Fund 10525 31 March, 2020 2.2
Florida State Board Administration Fund 1486260 31 March, 2020 0.2
Desjardins Overseas Equity Growth Fund 190915 31 March, 2020 3.64
Blackstone Alternative Multi-Strategy Fund 20225 31 March, 2020 0.3
iProfile U.S. Equity Pool 26555 31 March, 2020 0.15
BOC-Prudential North America Index Fund 19105 31 March, 2020 0.32
New Capital Strategic Portfolio UCITS Fund 10250 31 March, 2020 0.93
New Covenant Growth Fund 10195 31 March, 2020 0.28
Vintage Alpha Macro Master FI Multimercado 27035 31 March, 2020 1.79
Fidelity Blue Chip Growth Institutional Trust 18340 31 March, 2020 2.16
PI CH-North American Equities Tracker US TE-IX USD 62600 29 February, 2020 0.33
NT- North America Equity Index UCITS FGR 39490 29 February, 2020 0.35
CSIF (Lux) Equity US ESG Blue 18805 29 February, 2020 0.69
Royal London US Tracker Fund 205400 29 February, 2020 0.38
L&G US Equity (Responsible Exclusions) UCITS ETF 23235 29 February, 2020 0.41
Pictet-Premium Brands 116750 29 February, 2020 2.12
Pictet Clean Energy 71235 29 February, 2020 1.21
Pictet-Global Megatrend Selection-P EUR 216295 29 February, 2020 0.33
Nomura Foreign Equity Index B Course (Wrap) 15030 31 January, 2020 0.21
JPMorgan American Investment Trust plc 226460 31 January, 2020 2.04
PKO Dobr Luksusowych Globalny A 35000 31 December, 2019 5.31
Daiwa DC Daiwa Foreign Equity Index 11375 31 December, 2019 0.13
Stichting Pensioenfonds Zorg en Welzijn 438510 31 December, 2019 0.05
Guotai NASDAQ 100 Index Fund 13500 31 December, 2019 0.84
Fidelity Global Fund 71320 31 December, 2019 1.23
SMDS SMAM DC Foreign Equity Index Fund S 14430 31 December, 2019 0.14
Tredje AP Fonden 98365 31 December, 2019 0.05
Korea Investment Global Electric Car&Battery Fund (Equity) 14225 31 December, 2019 4.4
Caisse de depot et Placement du Quebec 128500 31 December, 2019 0.01
PGIM Jennison Global Equity Opportunities Fund 35505 31 December, 2019 1.22
INTECH U.S. Managed Volatility Fund 45295 31 December, 2019 N/A
Guotai Nasdaq 100 QDII-ETF 11000 31 December, 2019 0.86
Sidera Funds - North American Equity 12375 31 December, 2019 0.2
Statens Pensjonsfond Utland 4023600 31 December, 2019 0.04
China GF NASDAQ-100 Index Fund 24890 31 December, 2019 0.74
Patriarch Classic TSI 25000 31 December, 2019 2.72
Daiwa Foreign Equity Index Mother Fund 18850 18 December, 2019 0.13
Nissay (No Purchase and Redemption Fee) Nissay Foreign Equity Index Fund 21040 30 November, 2019 0.11
Allianz Global Insights 76695 30 November, 2019 N/A
Pictet Premium Brand Fund (Quarterly Settlement) 36575 30 November, 2019 1.59
HSBC Pooled Investment Fund-American Equity Fund 148930 31 October, 2019 N/A
Sygnia 4th Industrial Revolution Global Equity Fund 12740 30 September, 2019 N/A
Green Effects - NAI Werte Fonds 83500 30 September, 2019 N/A
SMDS Global AI Fund (Hedged) 161675 30 September, 2019 N/A
ProCapture Global AC Index Fund - Accumulating KL 13115 30 September, 2019 N/A
SMDS Global AI Fund 1003800 30 September, 2019 N/A
Old Mutual Multi-Style Global Eqty 57055 31 July, 2019 N/A
Prudential Gibraltar Fund 71045 30 June, 2019 N/A
Mercer US Large Cap Equity Fund 15760 30 June, 2019 N/A
iShares MSCI USA SRI UCITS ETF USD 89580 30 June, 2019 N/A
Invesco EQQQ NASDAQ-100 ETF GBP 227860 31 May, 2019 N/A
Nomura Foreign Equity Index Fund MSCI-Kokusai (Defined Contribution Plan 26960 30 April, 2019 N/A
British Columbia Investment Management Corp 104435 31 March, 2019 N/A
Vanguard Morgan Growth Fund 3507620 31 March, 2019 N/A
Loftus Peak Global Disruption Fund 14305 28 February, 2019 N/A
Pictet (CH) Inst World Ex Swiss Eq Track-US Tax Exempt 34235 28 February, 2019 N/A
New Capital Tactical Opportunities 27400 28 February, 2019 N/A
Vanguard Index Hedged International Shares Fund 48995 31 December, 2018 N/A
State Street Foreign Equity Index Open Mother Fund 24000 30 November, 2018 N/A
Pictet Pictet Eco Discovery Allocation Mother Fund 126000 26 November, 2018 N/A
SOROS FUND MANAGEMENT LLC 400 15 May, 2017 N/A
SymbolTransaction DateReporting CikSecurities Owned Company CikReporting NameAcquistion Or DispositionForm Type Securities TransactedSecurity NameLink
TSLA 7 June, 2021 0001771340 19681 0001318605 Taneja Vaibhav D 4 1813 Common Stock View
TSLA 7 June, 2021 0001771364 58007 0001318605 Kirkhorn Zachary D 4 3022 Common Stock View
TSLA 7 June, 2021 0001790565 18997 0001318605 Baglino Andrew D D 4 903 Common Stock View
TSLA 5 June, 2021 0001771340 18211 0001318605 Taneja Vaibhav A 4 385 Common Stock View
TSLA 5 June, 2021 0001771340 18750 0001318605 Taneja Vaibhav A 4 539 Common Stock View
TSLA 5 June, 2021 0001771340 18880 0001318605 Taneja Vaibhav A 4 130 Common Stock View
TSLA 5 June, 2021 0001771340 19244 0001318605 Taneja Vaibhav A 4 364 Common Stock View
TSLA 5 June, 2021 0001771340 21494 0001318605 Taneja Vaibhav A 4 2250 Common Stock View
TSLA 5 June, 2021 0001771340 385 0001318605 Taneja Vaibhav D 4 385 Restricted Stock Unit View
TSLA 5 June, 2021 0001771340 2158 0001318605 Taneja Vaibhav D 4 539 Restricted Stock Unit View
TSLA 5 June, 2021 0001771340 1293 0001318605 Taneja Vaibhav D 4 130 Restricted Stock Unit View
TSLA 5 June, 2021 0001771340 2181 0001318605 Taneja Vaibhav D 4 364 Restricted Stock Unit View
TSLA 5 June, 2021 0001771340 18000 0001318605 Taneja Vaibhav D 4 2250 Restricted Stock Unit View
TSLA 5 June, 2021 0001771364 55094 0001318605 Kirkhorn Zachary A 4 360 Common Stock View
TSLA 5 June, 2021 0001771364 55406 0001318605 Kirkhorn Zachary A 4 312 Common Stock View
TSLA 5 June, 2021 0001771364 55621 0001318605 Kirkhorn Zachary A 4 215 Common Stock View
TSLA 5 June, 2021 0001771364 56529 0001318605 Kirkhorn Zachary A 4 908 Common Stock View
TSLA 5 June, 2021 0001771364 61029 0001318605 Kirkhorn Zachary A 4 4500 Common Stock View
TSLA 5 June, 2021 0001771364 0 0001318605 Kirkhorn Zachary D 4 360 Restricted Stock Unit View
TSLA 5 June, 2021 0001771364 312 0001318605 Kirkhorn Zachary D 4 312 Restricted Stock Unit View
TSLA 5 June, 2021 0001771364 2158 0001318605 Kirkhorn Zachary D 4 215 Restricted Stock Unit View
TSLA 5 June, 2021 0001771364 9075 0001318605 Kirkhorn Zachary D 4 908 Restricted Stock Unit View
TSLA 5 June, 2021 0001771364 36000 0001318605 Kirkhorn Zachary D 4 4500 Restricted Stock Unit View
TSLA 5 June, 2021 0001790565 18976 0001318605 Baglino Andrew D A 4 862 Common Stock View
TSLA 5 June, 2021 0001790565 19900 0001318605 Baglino Andrew D A 4 924 Common Stock View
TSLA 5 June, 2021 0001790565 2771 0001318605 Baglino Andrew D D 4 924 Restricted Stock Unit View
TSLA 5 June, 2021 0001790565 8618 0001318605 Baglino Andrew D D 4 862 Restricted Stock Unit View
TSLA 27 May, 2021 0001790565 19614 0001318605 Baglino Andrew D A 4 1000 Common Stock View
TSLA 27 May, 2021 0001790565 18114 0001318605 Baglino Andrew D D 4 1500 Common Stock View
TSLA 27 May, 2021 0001790565 570 0001318605 Baglino Andrew D D 4 1000 Incentive Stock Option (right to buy) View
TSLA 17 May, 2021 0001771364 54734 0001318605 Kirkhorn Zachary D 4 1250 Common Stock View
TSLA 10 May, 2021 0001584518 60598 0001318605 Guillen Jerome M A 4 10000 Common Stock View
TSLA 10 May, 2021 0001584518 60321 0001318605 Guillen Jerome M D 4 277 Common Stock View
TSLA 10 May, 2021 0001584518 59934 0001318605 Guillen Jerome M D 4 387 Common Stock View
TSLA 10 May, 2021 0001584518 59734 0001318605 Guillen Jerome M D 4 200 Common Stock View
TSLA 10 May, 2021 0001584518 59434 0001318605 Guillen Jerome M D 4 300 Common Stock View
TSLA 10 May, 2021 0001584518 58634 0001318605 Guillen Jerome M D 4 800 Common Stock View
TSLA 10 May, 2021 0001584518 58234 0001318605 Guillen Jerome M D 4 400 Common Stock View
TSLA 10 May, 2021 0001584518 57834 0001318605 Guillen Jerome M D 4 400 Common Stock View
TSLA 10 May, 2021 0001584518 57434 0001318605 Guillen Jerome M D 4 400 Common Stock View
TSLA 10 May, 2021 0001584518 57150 0001318605 Guillen Jerome M D 4 284 Common Stock View
TSLA 10 May, 2021 0001584518 56750 0001318605 Guillen Jerome M D 4 400 Common Stock View
TSLA 10 May, 2021 0001584518 56450 0001318605 Guillen Jerome M D 4 300 Common Stock View
TSLA 10 May, 2021 0001584518 55440 0001318605 Guillen Jerome M D 4 1010 Common Stock View
TSLA 10 May, 2021 0001584518 54655 0001318605 Guillen Jerome M D 4 785 Common Stock View
TSLA 10 May, 2021 0001584518 54198 0001318605 Guillen Jerome M D 4 457 Common Stock View
TSLA 10 May, 2021 0001584518 53398 0001318605 Guillen Jerome M D 4 800 Common Stock View
TSLA 10 May, 2021 0001584518 52998 0001318605 Guillen Jerome M D 4 400 Common Stock View
TSLA 10 May, 2021 0001584518 52698 0001318605 Guillen Jerome M D 4 300 Common Stock View
TSLA 10 May, 2021 0001584518 52598 0001318605 Guillen Jerome M D 4 100 Common Stock View
TSLA 10 May, 2021 0001584518 52198 0001318605 Guillen Jerome M D 4 400 Common Stock View
TSLA 10 May, 2021 0001584518 51698 0001318605 Guillen Jerome M D 4 500 Common Stock View
TSLA 10 May, 2021 0001584518 51398 0001318605 Guillen Jerome M D 4 300 Common Stock View
TSLA 10 May, 2021 0001584518 51198 0001318605 Guillen Jerome M D 4 200 Common Stock View
TSLA 10 May, 2021 0001584518 51098 0001318605 Guillen Jerome M D 4 100 Common Stock View
TSLA 10 May, 2021 0001584518 50898 0001318605 Guillen Jerome M D 4 200 Common Stock View
TSLA 10 May, 2021 0001584518 50798 0001318605 Guillen Jerome M D 4 100 Common Stock View
TSLA 10 May, 2021 0001584518 50698 0001318605 Guillen Jerome M D 4 100 Common Stock View
TSLA 10 May, 2021 0001584518 50598 0001318605 Guillen Jerome M D 4 100 Common Stock View
TSLA 10 May, 2021 0001584518 456975 0001318605 Guillen Jerome M D 4 10000 Non-Qualified Stock Option (right to buy) View
TSLA 27 April, 2021 0001790565 20114 0001318605 Baglino Andrew D A 4 1000 Common Stock View
TSLA 27 April, 2021 0001790565 18614 0001318605 Baglino Andrew D D 4 1500 Common Stock View
TSLA 27 April, 2021 0001790565 1570 0001318605 Baglino Andrew D D 4 1000 Incentive Stock Option (right to buy) View
TSLA 26 April, 2021 0001242782 66600 0001318605 DENHOLM ROBYN M D 4 900 Common Stock View
TSLA 26 April, 2021 0001242782 63700 0001318605 DENHOLM ROBYN M D 4 2900 Common Stock View
TSLA 26 April, 2021 0001242782 60240 0001318605 DENHOLM ROBYN M D 4 3460 Common Stock View
TSLA 26 April, 2021 0001242782 57613 0001318605 DENHOLM ROBYN M D 4 2627 Common Stock View
TSLA 26 April, 2021 0001242782 51138 0001318605 DENHOLM ROBYN M D 4 6475 Common Stock View
TSLA 26 April, 2021 0001242782 45034 0001318605 DENHOLM ROBYN M D 4 6104 Common Stock View
TSLA 26 April, 2021 0001242782 43734 0001318605 DENHOLM ROBYN M D 4 1300 Common Stock View
TSLA 26 April, 2021 0001242782 27374 0001318605 DENHOLM ROBYN M D 4 16360 Common Stock View
TSLA 26 April, 2021 0001242782 27074 0001318605 DENHOLM ROBYN M D 4 300 Common Stock View
TSLA 26 April, 2021 0001242782 26575 0001318605 DENHOLM ROBYN M D 4 499 Common Stock View
TSLA 26 April, 2021 0001242782 21839 0001318605 DENHOLM ROBYN M D 4 4736 Common Stock View
TSLA 26 April, 2021 0001242782 16772 0001318605 DENHOLM ROBYN M D 4 5067 Common Stock View
TSLA 26 April, 2021 0001242782 13372 0001318605 DENHOLM ROBYN M D 4 3400 Common Stock View
TSLA 26 April, 2021 0001242782 7500 0001318605 DENHOLM ROBYN M D 4 5872 Common Stock View
TSLA 26 April, 2021 0001242782 5100 0001318605 DENHOLM ROBYN M D 4 2400 Common Stock View
TSLA 26 April, 2021 0001242782 5000 0001318605 DENHOLM ROBYN M D 4 100 Common Stock View
TSLA 26 April, 2021 0001242782 187500 0001318605 DENHOLM ROBYN M D 4 62500 Non-Qualified Stock Option (right to buy) View
TSLA 26 April, 2021 0001242782 67500 0001318605 DENHOLM ROBYN M A 4 62500 Common Stock View
TSLA 19 April, 2021 0001771364 55984 0001318605 Kirkhorn Zachary D 4 1250 Common Stock View
TSLA 12 April, 2021 0001584518 60598 0001318605 Guillen Jerome M A 4 10000 Common Stock View
TSLA 12 April, 2021 0001584518 60298 0001318605 Guillen Jerome M D 4 300 Common Stock View
TSLA 12 April, 2021 0001584518 59798 0001318605 Guillen Jerome M D 4 200 Common Stock View
TSLA 12 April, 2021 0001584518 59298 0001318605 Guillen Jerome M D 4 500 Common Stock View
TSLA 12 April, 2021 0001584518 58898 0001318605 Guillen Jerome M D 4 400 Common Stock View
TSLA 12 April, 2021 0001584518 58398 0001318605 Guillen Jerome M D 4 500 Common Stock View
TSLA 12 April, 2021 0001584518 57798 0001318605 Guillen Jerome M D 4 600 Common Stock View
TSLA 12 April, 2021 0001584518 56898 0001318605 Guillen Jerome M D 4 900 Common Stock View
TSLA 12 April, 2021 0001584518 55829 0001318605 Guillen Jerome M D 4 1069 Common Stock View
TSLA 12 April, 2021 0001584518 54529 0001318605 Guillen Jerome M D 4 1300 Common Stock View
TSLA 12 April, 2021 0001584518 53205 0001318605 Guillen Jerome M D 4 1324 Common Stock View
TSLA 12 April, 2021 0001584518 51398 0001318605 Guillen Jerome M D 4 1807 Common Stock View
TSLA 12 April, 2021 0001584518 50898 0001318605 Guillen Jerome M D 4 500 Common Stock View
TSLA 12 April, 2021 0001584518 50598 0001318605 Guillen Jerome M D 4 300 Common Stock View
TSLA 12 April, 2021 0001584518 466975 0001318605 Guillen Jerome M D 4 10000 Non-Qualified Stock Option (right to buy) View
TSLA 12 April, 2021 0001584518 60098 0001318605 Guillen Jerome M D 4 200 Common Stock View
TSLA 12 April, 2021 0001584518 59998 0001318605 Guillen Jerome M D 4 100 Common Stock View
TSLA 5 April, 2021 0001771340 18739 0001318605 Taneja Vaibhav D 4 137 Common Stock View
SymbolDatePeriodDownload XLSX File
TSLA 2021 FY Download XLSX File
TSLA 2020 FY Download XLSX File
TSLA 2019 FY Download XLSX File
TSLA 2018 FY Download XLSX File
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Charts

Company Historical Earnings

DateSymbolEPSEPS EstimatedTimeRevenueRevenue Estimated
20 July, 2021 TSLA bmo 0 11232800000
26 April, 2021 TSLA 0.93 0.93 bmo 10389000000 9976330000
27 January, 2021 TSLA 0.8 0.8 amc 0 10196800000
21 October, 2020 TSLA 0.76 0.76 amc 8771000000 6809065789.4737
22 July, 2020 TSLA 0.44 0.44 amc 6036000000 411545454.54545
29 April, 2020 TSLA 0.23 0.23 amc 5985000000 1301086956.5217
29 January, 2020 TSLA 0.41 0.41 amc 7384000000 6303414634.1463
23 October, 2019 TSLA 0.37 0.37 amc 6303000000 1362810810.8108
24 July, 2019 TSLA -0.22 -0.22 amc 6349676000 2020351454.5455
24 April, 2019 TSLA -0.58 -0.58 amc 4541464000 1096215448.2759
30 January, 2019 TSLA 0.39 0.39 amc 7225900000 8152297435.8974
24 October, 2018 TSLA 0.58 0.58 amc 6824400000 470648275.86207
1 August, 2018 TSLA -3.06 -3.06 amc 4002200000 3819092810.4575
2 May, 2018 TSLA -3.35 -3.35 amc 3408800000 3642837014.9254
7 February, 2018 TSLA -3.04 -3.04 amc 3288200000 3342282236.8421
1 November, 2017 TSLA -2.92 -2.92 amc 2984700000 2248746575.3425
2 August, 2017 TSLA -1.33 -1.33 amc 2789600000 3817347368.4211
3 May, 2017 TSLA -1.33 -1.33 amc 2696300000 1642107518.797
22 February, 2017 TSLA -0.69 -0.69 amc 2284600000 1423736231.8841
26 October, 2016 TSLA 0.71 0.71 amc 2298400000 1748078873.2394
3 August, 2016 TSLA -1.61 -1.61 amc 1270000000 402298136.64596
4 May, 2016 TSLA -1.45 -1.45 amc 1147000000 458800000
10 February, 2016 TSLA -0.87 -0.87 amc 1214400000 139586206.89655
3 November, 2015 TSLA -0.58 -0.58 amc 936800000 791434482.75862
5 August, 2015 TSLA -0.48 -0.48 amc 955000000 1193750000
6 May, 2015 TSLA -0.36 -0.36 amc 939900000 1305416666.6667
11 February, 2015 TSLA -0.13 -0.13 amc 956700000 2281361538.4615
5 November, 2014 TSLA 0.02 0.02 amc 851800000 425900000
31 July, 2014 TSLA 0.11 0.11 amc 769300000 279745454.54545
7 May, 2014 TSLA 0.12 0.12 amc 620500000 517083333.33333
19 February, 2014 TSLA 0.33 0.33 amc 615200000 391490909.09091
5 November, 2013 TSLA 0.12 0.12 amc 431300000 395358333.33333
7 August, 2013 TSLA 0.2 0.2 amc 405100000 344335000
8 May, 2013 TSLA 0.12 0.12 amc 561800000 187266666.66667
20 February, 2013 TSLA -0.65 -0.65 amc 306300000 249752307.69231
5 November, 2012 TSLA -0.92 -0.92 bmo 50100000 49010869.565217
25 July, 2012 TSLA -0.89 -0.89 amc 26700000 27600000
9 May, 2012 TSLA -0.76 -0.76 amc 30200000 27418421.052632
15 February, 2012 TSLA -0.69 -0.69 amc 39400000 35973913.043478
2 November, 2011 TSLA -0.55 -0.55 amc 57700000 61896363.636364
3 August, 2011 TSLA -0.53 -0.53 amc 58200000 56003773.584906
4 May, 2011 TSLA -0.44 -0.44 amc 49000000 56795454.545455
15 February, 2011 TSLA -0.47 -0.47 amc 36300000 38617021.276596
9 November, 2010 TSLA -0.37 -0.37 amc 31200000 36259459.459459

Company Profile

Company Name Tesla, Inc.
Symbol TSLA
Currency USD
Price 620.42
Exchange Name Nasdaq Global Select (NASDAQ)
Industry Auto Manufacturers
CEO Mr. Elon Musk
Sector Consumer Cyclical
Country US
Full Time Employees 70757
Phone 16506815000
Address 3500 Deer Creek Rd
City Palo Alto
State CALIFORNIA
Zip 94304
  • It shows up first because you own it. All of their search functions show your ownership first unless you sort by price or change or something specific.

  • I’m aware of the capital gains taxes, part will be offset by tax-loss harvesting on a couple of biotech bets that didn’t quite work out (ALKS and NKTR).

  • If Elon comes through and allows direct payment via Bitcoin what’s the capital gains situation for a Cybertruck buyer?

  • I read that people who supported Tesla in the early years by buying model 3’s could have been rich if they put that same money into Tesla stock

  • For a double, probably 2-3 years when Giga Shanghai and Giga Austin factories are at full capacity.

  • With that prise lots of stuff has to go well by Tesla. It can propably do it but it is not certain.

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