Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Penserra Capital Management LLC |
660 |
- |
2024-03-31 |
36,276 |
$313,000 |
0 |
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank F |
894 |
- |
2024-03-31 |
1,610 |
$14,000 |
0 |
|
GABLES CAPITAL MANAGEMENT INC. |
311 |
- |
2024-03-31 |
1,395 |
$12,000 |
0 |
|
Venturi Wealth Management LLC |
996 |
- |
2024-03-31 |
800 |
$7,000 |
0 |
|
Activest Wealth Management |
238 |
- |
2024-03-31 |
796 |
$7,000 |
0 |
|
PFS Partners LLC |
366 |
- |
2024-03-31 |
429 |
$4,000 |
0 |
|
Householder Group Estate & Retirement Specialist L |
948 |
- |
2024-03-31 |
415 |
$4,000 |
0 |
|
Prestige Wealth Management Group LLC |
645 |
- |
2024-03-31 |
474 |
$4,000 |
0 |
|
Farther Finance Advisors LLC |
2121 |
- |
2024-03-31 |
564 |
$4,000 |
0 |
|
Global Retirement Partners LLC |
2523 |
- |
2024-03-31 |
365 |
$3,000 |
0 |
|
Cedar Mountain Advisors LLC |
259 |
- |
2024-03-31 |
297 |
$3,000 |
0 |
|
AllSquare Wealth Management LLC |
443 |
- |
2024-03-31 |
381 |
$3,000 |
0 |
|
Compagnie Lombard Odier SCA |
442 |
- |
2024-03-31 |
315 |
$3,000 |
0 |
|
Stephens Consulting LLC |
410 |
- |
2024-03-31 |
293 |
$3,000 |
0 |
|
Raleigh Capital Management Inc. |
753 |
- |
2024-03-31 |
215 |
$2,000 |
0 |
|
Lindbrook Capital LLC |
2338 |
- |
2024-03-31 |
150 |
$1,000 |
0 |
|
PROEQUITIES INC. |
2099 |
- |
2024-03-31 |
124 |
$1,000 |
0 |
|
PrairieView Partners LLC |
348 |
- |
2024-03-31 |
4 |
$1,000 |
0 |
|
HighMark Wealth Management LLC |
496 |
- |
2024-03-31 |
130 |
$1,000 |
0 |
|
Larson Financial Group LLC |
1440 |
- |
2024-03-31 |
145 |
$1,000 |
0 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
2051 |
- |
2024-03-31 |
66 |
$1,000 |
0 |
|
Castleview Partners LLC |
787 |
- |
2024-03-31 |
90 |
$1,000 |
0 |
|
PRIVATE TRUST CO NA |
2161 |
- |
2024-03-31 |
87 |
$1,000 |
0 |
|
Archer Investment Corp |
947 |
- |
2024-03-31 |
134 |
$1,000 |
0 |
|
HUNTINGTON NATIONAL BANK |
1861 |
- |
2024-03-31 |
133 |
$1,000 |
0 |
|
EverSource Wealth Advisors LLC |
2371 |
- |
2024-03-31 |
110 |
$1,000 |
0 |
|
Laurel Wealth Advisors LLC |
560 |
- |
2024-03-31 |
108 |
$1,000 |
0 |
|
DELTA ASSET MANAGEMENT LLC/TN |
622 |
- |
2024-03-31 |
100 |
$1,000 |
0 |
|
FTB Advisors Inc. |
2214 |
- |
2024-03-31 |
4 |
$0 |
0 |
|
JJJ Advisors Inc. |
1003 |
- |
2024-03-31 |
49 |
$0 |
0 |
|
Halpern Financial Inc. |
202 |
- |
2024-03-31 |
30 |
$0 |
0 |
|
Center for Financial Planning Inc. |
580 |
- |
2024-03-31 |
25 |
$0 |
0 |
|
Financial Perspectives Inc |
632 |
- |
2024-03-31 |
5 |
$0 |
0 |
|
McIlrath & Eck LLC |
898 |
- |
2024-03-31 |
10 |
$0 |
0 |
|
VOISARD ASSET MANAGEMENT GROUP INC. |
346 |
- |
2024-03-31 |
3 |
$0 |
0 |
|
Atlantic Edge Private Wealth Management LLC |
479 |
- |
2024-03-31 |
25 |
$0 |
0 |
|
New England Capital Financial Advisors LLC |
369 |
- |
2024-03-31 |
10 |
$0 |
0 |
|
ATWOOD & PALMER INC |
407 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
ABSOLUTE INVESTMENT MANAGEMENT LLC |
624 |
- |
2024-03-31 |
48 |
$0 |
0 |
|
DUNCKER STREETT & CO INC |
470 |
- |
2024-03-31 |
20 |
$0 |
0 |
|
FIRST MANHATTAN CO |
1363 |
- |
2024-03-31 |
51 |
$0 |
0 |
|
PSI Advisors LLC |
774 |
- |
2024-03-31 |
14 |
$0 |
0 |
|
FIRST UNITED BANK TRUST/ |
421 |
- |
2024-03-31 |
33 |
$0 |
0 |
|
SALEM INVESTMENT COUNSELORS INC |
1127 |
- |
2024-03-31 |
5 |
$0 |
0 |
|
WOLVERINE ASSET MANAGEMENT LLC |
995 |
- |
2024-03-31 |
7 |
$0 |
0 |
|
Sugarloaf Wealth Management LLC |
661 |
- |
2024-03-31 |
30 |
$0 |
0 |
|
INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC |
713 |
- |
2024-03-31 |
5 |
$0 |
0 |
|
Anchor Investment Management LLC |
1017 |
- |
2024-03-31 |
4 |
$0 |
0 |
|
CALDWELL SUTTER CAPITAL INC. |
895 |
- |
2024-03-31 |
15 |
$0 |
0 |
|
Princeton Global Asset Management LLC |
617 |
- |
2024-03-31 |
11 |
$0 |
0 |
|
VitalStone Financial LLC |
542 |
- |
2024-03-31 |
2 |
$0 |
0 |
|
Semmax Financial Advisors Inc. |
406 |
- |
2024-03-31 |
13 |
$0 |
0 |
|
Riggs Asset Managment Co. Inc. |
607 |
- |
2024-03-31 |
2 |
$0 |
0 |
|
ARMSTRONG ADVISORY GROUP INC |
764 |
- |
2024-03-31 |
37 |
$0 |
0 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
817 |
- |
2024-03-31 |
28 |
$0 |
0 |
|
PITTENGER & ANDERSON INC |
447 |
- |
2024-03-31 |
24 |
$0 |
0 |
|
COLONIAL ASSET MANAGEMENT, INC. |
1032 |
- |
2024-03-31 |
10 |
$0 |
0 |
|
NVWM LLC |
597 |
- |
2024-03-31 |
10 |
$0 |
0 |
|
Piscataqua Savings Bank |
398 |
- |
2024-03-31 |
32 |
$0 |
0 |
|
Hexagon Capital Partners LLC |
1416 |
- |
2024-03-31 |
3 |
$0 |
0 |
|
Mine & Arao Wealth Creation & Management LLC. |
390 |
- |
2024-03-31 |
50 |
$0 |
0 |
|
MARK SHEPTOFF FINANCIAL PLANNING LLC |
417 |
- |
2024-03-31 |
5 |
$0 |
0 |
|
SCBT FINANCIAL CORP |
698 |
- |
2024-03-31 |
10 |
$0 |
0 |
|
Oakworth Capital Inc. |
685 |
- |
2024-03-31 |
20 |
$0 |
0 |
|
GRADIENT INVESTMENTS LLC |
1773 |
- |
2024-03-31 |
35 |
$0 |
0 |
|
Tradewinds Capital Management LLC |
570 |
- |
2024-03-31 |
16 |
$0 |
0 |
|
Heritage Wealth Advisors |
718 |
- |
2024-03-31 |
48 |
$0 |
0 |
|
SRS Capital Advisors Inc. |
1356 |
- |
2024-03-31 |
12 |
$0 |
0 |
|
GPS Wealth Strategies Group LLC |
1296 |
- |
2024-03-31 |
4 |
$0 |
0 |
|
PRINCIPAL SECURITIES INC. |
3332 |
- |
2024-03-31 |
33 |
$0 |
0 |
|
PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
962 |
- |
2024-03-31 |
29 |
$0 |
0 |
|
HARBOR INVESTMENT ADVISORY LLC |
1346 |
- |
2024-03-31 |
20 |
$0 |
0 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
1272 |
- |
2024-03-31 |
25 |
$0 |
0 |
|
Carolina Wealth Advisors LLC |
256 |
- |
2024-03-31 |
10 |
$0 |
0 |
|
Gleason Group Inc. |
219 |
- |
2024-03-31 |
3 |
$0 |
0 |
|
Asset Dedication LLC |
1063 |
- |
2024-03-31 |
24 |
$0 |
0 |
|
Investors Research Corp |
1091 |
- |
2024-03-31 |
30 |
$0 |
0 |
|
Fortis Advisors LLC |
288 |
- |
2024-03-31 |
12 |
$0 |
0 |
|
Kozak & Associates Inc. |
471 |
- |
2024-03-31 |
40 |
$0 |
0 |
|
Tyler-Stone Wealth Management |
911 |
- |
2024-03-31 |
11 |
$0 |
0 |
|
Main Street Group LTD |
827 |
- |
2024-03-31 |
27 |
$0 |
0 |
|
True Wealth Design LLC |
716 |
- |
2024-03-31 |
10 |
$0 |
0 |
|