← All institutions

Institutional Holdings

WES

Ownership Summary

Institutions Holding
284
Total Shares Held
164,596,090
Total Value Held
$6,252,649,977
Quarter
2025-12-31

Active Positions

Increased Positions
7
3,122,476 shares
Decreased Positions
2
5,508,987 shares
Held Positions
2
68,493 shares
New Positions
269
155,896,134 shares
Sold Out Positions
4
7,141 shares
Institution Shares Value Change % of Portfolio Reported
TORTOISE CAPITAL ADVISORS, L.L.C. 8,539,175 $337,297,413 New position 2025-12-31
Clearbridge Investments, LLC 2,623,943 $103,645,749 New position 2025-12-31
BNP PARIBAS FINANCIAL MARKETS 1,499,691 $59,237,794 New position 2025-12-31
MILLER HOWARD INVESTMENTS INC /NY 1,491,432 $58,911,548 New position 2025-12-31
BERKLEY W R CORP 887,163 $35,042,939 New position 2025-12-31
BROOKFIELD Corp /ON/ 680,884 $26,894,923 New position 2025-12-31
Adams Asset Advisors, LLC 374,823 $16,402,254 ▲ +32,718 1.86% 2026-06-30
HENNESSY ADVISORS INC 119,770 $4,730,915 New position 2025-12-31
GraniteShares Advisors LLC 68,222 $2,694,769 New position 2025-12-31
Pinnacle Holdings, LLC 67,846 $2,968,941 Unchanged 0.92% 2026-06-30
ALBERT D MASON INC 35,672 $1,561,017 ▲ +277 0.89% 2026-06-30
Jump Financial, LLC 382,927 $15,125,617 New position 2025-12-31
NAVELLIER & ASSOCIATES INC 10,473 $413,684 New position 2025-12-31
Bramshill Investments, LLC 17,962 $709,499 New position 2025-12-31
WHALEROCK POINT PARTNERS, LLC 10,600 $463,856 New position 0.08% 2026-06-30
SCHULHOFF & CO INC 10,100 $398,950 New position 2025-12-31
Belfer Management LLC 10,107 $399,200 New position 2025-12-31
DRW Securities, LLC 8,024 $351,130 New position 0.01% 2026-06-30
BRADLEY FOSTER & SARGENT INC/CT 5,993 $236,723 New position 2025-12-31
CHICKASAW CAPITAL MANAGEMENT LLC 5,507,654 $241,015 ▼ -69,371 8.67% 2026-06-30
FARMERS & MERCHANTS INVESTMENTS INC 1,566 $61,857 New position 2025-12-31
BOKF, NA 1,333 $58,332 ▼ -667 0.00% 2026-06-30
SouthState Bank Corp 1,251 $49,415 New position 2025-12-31
WHITTIER TRUST CO 2,118 $83,810 New position 2025-12-31
Westside Investment Management, Inc. 647 $28,313 Unchanged 0.00% 2026-06-30
Russell Investments Group, Ltd. 264 $10,403 New position 2025-12-31
Heritage Wealth Advisors 375 $14,813 New position 2025-12-31
WHITTIER TRUST CO OF NEVADA INC 61,568 $2,436,246 New position 2025-12-31
FIRST HORIZON CORP 447 $17,657 New position 2025-12-31
Cambridge Investment Research Advisors, Inc. 36,250 $1,432 New position 2025-12-31
Janney Montgomery Scott LLC 38,290 $1,512 New position 2025-12-31
ACADIAN ASSET MANAGEMENT LLC 15,931 $697 New position 0.00% 2026-06-30
Ulland Investment Advisors, LLC 14,650 $641 ▲ +2,650 0.47% 2026-06-30
VESTOR CAPITAL, LLC 1,222 $53 New position 0.00% 2026-06-30
GLENMEDE TRUST CO NA 85,481 $3,376,499 New position 2025-12-31
VAN ECK ASSOCIATES CORP 49,662 $1,962 New position 2025-12-31
Integrated Wealth Concepts LLC 0 $0 Sold out 2026-06-30
LANARK FINANCIAL, INC. 0 $0 Sold out 2026-06-30
Silver Grove Financial Group, Inc. 0 $0 Sold out 2026-06-30
Signature Resources Capital Management, LLC 0 $0 Sold out 2026-06-30
ALPS ADVISORS INC 35,074,357 $1,385,437,102 New position 2025-12-31
Invesco Ltd. 23,703,599 $936,292,161 New position 2025-12-31
Blackstone Inc. 11,092,895 $438,169,353 New position 2025-12-31
GOLDMAN SACHS GROUP INC 9,562,213 $377,707,416 New position 2025-12-31
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 8,280,050 $327,061,975 New position 2025-12-31
Neuberger Berman Group LLC 6,477,269 $255,852,626 New position 2025-12-31
MORGAN STANLEY 5,446,475 $215,135,820 New position 2025-12-31
KAYNE ANDERSON CAPITAL ADVISORS LP 3,901,093 $154,093,174 New position 2025-12-31
UBS Group AG 3,501,784 $138,320,468 New position 2025-12-31
JPMORGAN CHASE & CO 3,005,252 $118,707,455 New position 2025-12-31
BANK OF AMERICA CORP /DE/ 2,237,052 $88,363,545 ▲ +364,658 2025-12-31
JANE STREET GROUP, LLC 1,644,213 $64,946,414 New position 2025-12-31
Fractal Investments LLC 1,577,806 $62,323,337 New position 2025-12-31
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 1,540,900 $60,865,550 New position 2025-12-31
Recurrent Investment Advisors LLC 1,338,654 $52,876,833 New position 2025-12-31
EAGLE GLOBAL ADVISORS LLC 1,251,250 $49,424,375 New position 2025-12-31
INFRASTRUCTURE CAPITAL ADVISORS, LLC 1,157,677 $45,728,242 New position 2025-12-31
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 1,089,519 $43,036,001 New position 2025-12-31
BARCLAYS PLC 1,062,708 $41,976,967 New position 2025-12-31
STIFEL FINANCIAL CORP 968,237 $38,245,349 New position 2025-12-31
CIBC Private Wealth Group LLC 808,490 $31,935,355 New position 2025-12-31
WELLS FARGO & COMPANY/MN 774,124 $30,577,902 New position 2025-12-31
CITADEL ADVISORS LLC 761,131 $30,064,675 New position 2025-12-31
ING GROEP NV 715,653 $28,268,294 New position 2025-12-31
NATIXIS 669,100 $26,429,450 New position 2025-12-31
PEAK6 LLC 658,100 $25,994,950 New position 2025-12-31
FIRST TRUST ADVISORS LP 649,111 $25,639,902 New position 2025-12-31
Texas Yale Capital Corp. 619,271 $24,461,205 New position 2025-12-31
RAYMOND JAMES FINANCIAL INC 563,085 $22,241,867 New position 2025-12-31
SUSQUEHANNA INTERNATIONAL GROUP, LLP 503,600 $19,892,200 New position 2025-12-31
TERRIL BROTHERS, INC. 401,639 $15,864,740 New position 2025-12-31
Militia Capital Partners, LP 400,000 $15,800,000 ▲ +200,000 2025-12-31
JENNISON ASSOCIATES LLC 374,918 $14,809,261 New position 2025-12-31
Catalyst Capital Advisors LLC 369,992 $14,614,684 New position 2025-12-31
Waverly Advisors, LLC 355,743 $14,051,836 New position 2025-12-31
Knollwood Investment Advisory, LLC 301,032 $11,890,764 New position 2025-12-31
LPL Financial LLC 292,896 $11,569,401 New position 2025-12-31
Susquehanna Portfolio Strategies, LLC 288,605 $11,399,898 New position 2025-12-31
Sovereign Investment Advisors, LLC 273,192 $10,791,085 New position 2025-12-31
Slotnik Capital, LLC 262,614 $10,373,253 New position 2025-12-31
VICTORY CAPITAL MANAGEMENT INC 249,581 $9,858,450 New position 2025-12-31
Empowered Funds, LLC 236,768 $9,352,336 New position 2025-12-31
Empirical Finance, LLC 236,768 $9,352,336 New position 2025-12-31
Advisors Asset Management, Inc. 235,121 $9,287,280 New position 2025-12-31
ROYAL BANK OF CANADA 233,642 $9,229,000 New position 2025-12-31
Allianz Asset Management GmbH 233,278 $9,214,481 New position 2025-12-31
Maryland State Retirement & Pension System 222,847 $8,802,457 New position 2025-12-31
Heronetta Management, L.P. 206,361 $8,151,260 New position 2025-12-31
STEPHENS INC /AR/ 201,024 $7,983,737 New position 2025-12-31
RR Advisors, LLC 181,442 $7,166,959 New position 2025-12-31
EVERGREEN CAPITAL MANAGEMENT LLC 166,198 $6,564,821 New position 2025-12-31
Americana Partners, LLC 161,047 $6,361,361 New position 2025-12-31
CIBC WORLD MARKET INC. 157,200 $6,209,400 New position 2025-12-31
Jefferies Financial Group Inc. 138,109 $5,455,306 New position 2025-12-31
Sanctuary Advisors, LLC 137,844 $5,444,843 New position 2025-12-31
HORIZON KINETICS ASSET MANAGEMENT LLC 134,085 $5,296,357 New position 2025-12-31
CITIGROUP INC 127,164 $5,022,979 New position 2025-12-31
Nuveen, LLC 126,542 $4,998,410 New position 2025-12-31
Rockefeller Capital Management L.P. 120,325 $4,752,846 New position 2025-12-31
Mariner, LLC 114,606 $4,526,955 New position 2025-12-31
Lavaca Capital LLC 108,000 $4,266,000 New position 2025-12-31
Cetera Investment Advisers 101,004 $3,989,638 New position 2025-12-31
Cresset Asset Management, LLC 100,557 $3,972,002 New position 2025-12-31
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 99,699 $3,938,111 New position 2025-12-31
Summit Financial, LLC 94,301 $3,724,890 New position 2025-12-31
ENVESTNET ASSET MANAGEMENT INC 91,587 $3,617,679 New position 2025-12-31
Pathstone Holdings, LLC 82,936 $3,275,958 New position 2025-12-31
HighTower Advisors, LLC 77,729 $3,070,309 New position 2025-12-31
Pekin Hardy Strauss, Inc. 73,150 $2,889,425 New position 2025-12-31
D.A. DAVIDSON & CO. 71,881 $2,839,299 New position 2025-12-31
FMR LLC 66,379 $2,621,971 New position 2025-12-31
BlackRock, Inc. 65,562 $2,589,680 New position 2025-12-31
Parkside Financial Bank & Trust 65,438 $2,584,793 New position 2025-12-31
DIVIDEND ASSETS CAPITAL, LLC 61,520 $2,430,027 New position 2025-12-31
EQUITEC PROPRIETARY MARKETS, LLC 59,692 $2,357,834 New position 2025-12-31
M&T BANK CORP 24,261 $2,335,832 New position 2025-12-31
NewEdge Advisors, LLC 58,973 $2,329,421 New position 2025-12-31
HUB Investment Partners, LLC 56,948 $2,249,429 New position 2025-12-31
Kestra Advisory Services, LLC 56,912 $2,248,039 New position 2025-12-31
Pacer Advisors, Inc. 54,469 $2,151,526 New position 2025-12-31
PFG Investments, LLC 53,914 $2,129,570 New position 2025-12-31
OSAIC HOLDINGS, INC. 51,649 $2,040,365 New position 2025-12-31
Nicholas Wealth, LLC. 50,598 $1,998,592 ▲ +8,242 2025-12-31
CFM WEALTH PARTNERS LLC 49,883 $1,970,378 New position 2025-12-31
NORTHERN TRUST CORP 49,650 $1,961,175 New position 2025-12-31
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 46,680 $1,843,860 New position 2025-12-31
CAPTRUST FINANCIAL ADVISORS 45,995 $1,816,801 New position 2025-12-31
MAI Capital Management 45,210 $1,785,783 New position 2025-12-31
SageGuard Financial Group, LLC 44,999 $1,777,471 New position 2025-12-31
WESTWOOD HOLDINGS GROUP INC 43,137 $1,703,912 New position 2025-12-31
CHILTON CAPITAL MANAGEMENT LLC 43,007 $1,698,777 New position 2025-12-31
BASSO CAPITAL MANAGEMENT, L.P. 42,150 $1,664,925 New position 2025-12-31
Creative Planning 38,270 $1,511,658 New position 2025-12-31
CASTLEARK MANAGEMENT LLC 36,200 $1,429,900 New position 2025-12-31
Beacon Pointe Advisors, LLC 36,140 $1,427,534 New position 2025-12-31
Requisite Capital Management, LLC 36,046 $1,423,817 New position 2025-12-31
KEYBANK NATIONAL ASSOCIATION/OH 34,815 $1,375,194 New position 2025-12-31
Turtle Creek Wealth Advisors, LLC 34,402 $1,358,879 New position 2025-12-31
Samalin Investment Counsel, LLC 34,233 $1,352,187 New position 2025-12-31
OPPENHEIMER ASSET MANAGEMENT INC. 34,145 $1,348,728 New position 2025-12-31
Fulcrum Asset Management LLP 13,551 $1,299,758 New position 2025-12-31
SILVERCREST ASSET MANAGEMENT GROUP LLC 32,760 $1,294,020 New position 2025-12-31
Inspire Investing, LLC 32,148 $1,269,846 New position 2025-12-31
GUGGENHEIM CAPITAL LLC 31,735 $1,253,533 New position 2025-12-31
IEQ CAPITAL, LLC 31,105 $1,228,654 New position 2025-12-31
COMMONWEALTH EQUITY SERVICES, LLC 30,729 $1,213,815 New position 2025-12-31
Cerity Partners LLC 30,535 $1,206,151 New position 2025-12-31
US BANCORP \DE\ 29,476 $1,164,302 New position 2025-12-31
Curi Capital, LLC 27,938 $1,103,551 New position 2025-12-31
DIMENSIONAL FUND ADVISORS LP 27,825 $1,099,088 New position 2025-12-31
Oxinas Partners, LLC 27,522 $1,087,120 New position 2025-12-31
AMERICAN FINANCIAL GROUP INC 25,500 $1,007,250 New position 2025-12-31
Moors & Cabot, Inc. 24,226 $956,938 New position 2025-12-31
Kovack Advisors, Inc. 43,094 $947,187 New position 2025-12-31
TRUIST FINANCIAL CORP 23,578 $931,314 New position 2025-12-31
Caprock Group, LLC 22,286 $880,297 New position 2025-12-31
ProShare Advisors LLC 22,286 $880,297 New position 2025-12-31
Chicago Partners Investment Group LLC 21,279 $866,896 New position 2025-12-31
Snowden Capital Advisors LLC 21,904 $865,215 New position 2025-12-31
Advisory Services Network, LLC 21,884 $864,413 New position 2025-12-31
Autumn Glory Partners, LLC 21,000 $829,500 New position 2025-12-31
KESTRA PRIVATE WEALTH SERVICES, LLC 18,341 $724,453 New position 2025-12-31
&PARTNERS 18,035 $712,379 New position 2025-12-31
SIMON QUICK ADVISORS, LLC 17,400 $687,300 New position 2025-12-31
Cornerstone Management, Inc. 16,735 $661,033 New position 2025-12-31
Rockwood Wealth Management, LLC 16,713 $660,164 New position 2025-12-31
Verition Fund Management LLC 16,710 $660,045 New position 2025-12-31
Focus Partners Wealth 15,790 $623,705 New position 2025-12-31
Mutual Advisors, LLC 15,453 $610,375 New position 2025-12-31
NOVEM GROUP 15,294 $604,121 New position 2025-12-31
VestGen Advisors, LLC 15,087 $595,943 New position 2025-12-31
FAYEZ SAROFIM & CO 14,704 $580,808 New position 2025-12-31
AMERIPRISE FINANCIAL INC 14,154 $559,065 New position 2025-12-31
NewEdge Wealth, LLC 13,452 $531,354 New position 2025-12-31
JOURNEY STRATEGIC WEALTH LLC 13,300 $525,350 New position 2025-12-31
BITTERROOT CAPITAL ADVISORS LLC 12,768 $504,336 New position 2025-12-31
MGO ONE SEVEN LLC 12,147 $479,797 New position 2025-12-31
Linscomb Wealth, Inc. 12,068 $476,686 New position 2025-12-31
XTX Topco Ltd 11,872 $468,944 New position 2025-12-31
Kercheville Advisors, LLC 11,400 $465,462 New position 2025-12-31
Summit Trail Advisors, LLC 11,235 $443,793 New position 2025-12-31
Prospera Financial Services Inc 11,060 $436,882 New position 2025-12-31
Icon Wealth Advisors, LLC 10,778 $425,731 New position 2025-12-31
AE Wealth Management LLC 10,636 $420,134 New position 2025-12-31
Plan Group Financial, LLC 10,500 $414,750 New position 2025-12-31
Fiduciary Group, LLC 10,420 $411,590 New position 2025-12-31
F/m Investments LLC 10,340 $408,430 New position 2025-12-31
Abel Hall, LLC 10,191 $402,545 New position 2025-12-31
Hardy Reed LLC 10,050 $396,975 New position 2025-12-31
Concurrent Investment Advisors, LLC 9,947 $392,912 New position 2025-12-31
Corient Private Wealth LLC 10,934 $392,353 New position 2025-12-31
IFP Advisors, Inc 9,681 $382,400 ▲ +1,217 2025-12-31
BLAIR WILLIAM & CO/IL 9,590 $378,789 New position 2025-12-31
FIDELIS CAPITAL PARTNERS, LLC 9,269 $366,126 New position 2025-12-31
GABELLI FUNDS LLC 9,051 $357,515 New position 2025-12-31
Quantinno Capital Management LP 8,929 $352,698 New position 2025-12-31
CSS LLC/IL 8,904 $351,708 New position 2025-12-31
MITCHELL MCLEOD PUGH & WILLIAMS INC 8,375 $344,380 New position 2025-12-31
Bank of New York Mellon Corp 8,585 $339,113 New position 2025-12-31
Cascade Financial Partners, LLC 8,536 $337,164 New position 2025-12-31
TOCQUEVILLE ASSET MANAGEMENT L.P. 8,203 $324,019 New position 2025-12-31
Private Advisor Group, LLC 8,187 $323,400 New position 2025-12-31
HB Wealth Management, LLC 8,133 $321,258 New position 2025-12-31
Westover Capital Advisors, LLC 7,700 $304,150 New position 2025-12-31
Stonebridge Financial Group, LLC / MO 7,372 $291,211 New position 2025-12-31
Crestwood Advisors Group, LLC 7,231 $285,625 New position 2025-12-31
Sequoia Financial Advisors, LLC 7,175 $283,413 New position 2025-12-31
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 7,132 $281,701 New position 2025-12-31
Outlook Wealth Advisors, LLC 7,034 $277,852 New position 2025-12-31
TWO SIGMA SECURITIES, LLC 6,945 $274,328 New position 2025-12-31
Intrua Financial, LLC 6,528 $257,870 New position 2025-12-31
Laird Norton Wetherby Trust Company, LLC 6,450 $254,775 New position 2025-12-31
Arista Wealth Management, LLC 6,300 $248,850 New position 2025-12-31
Highlander Partners, L.P. 6,100 $240,950 New position 2025-12-31
Nicholas Hoffman & Company, LLC. 6,000 $237,000 New position 2025-12-31
Kingsview Wealth Management, LLC 5,863 $231,587 New position 2025-12-31
BROWN BROTHERS HARRIMAN & CO 5,816 $229,732 New position 2025-12-31
Pasadena Private Wealth, LLC 5,810 $229,495 New position 2025-12-31
Barnett & Company, Inc. 5,700 $225,150 New position 2025-12-31
PNC FINANCIAL SERVICES GROUP, INC. 5,662 $223,649 New position 2025-12-31
Alpha Cubed Investments, LLC 5,649 $223,152 New position 2025-12-31
Tidal Investments LLC 5,641 $222,820 New position 2025-12-31
COMERICA BANK 5,610 $221,585 New position 2025-12-31
MATTERN CAPITAL MANAGEMENT, LLC 5,475 $216,263 New position 2025-12-31
QUADRANT CAPITAL GROUP LLC 5,435 $214,683 New position 2025-12-31
Prossimo Advisors, LLC 5,409 $213,656 New position 2025-12-31
Steward Partners Investment Advisory, LLC 5,406 $213,537 New position 2025-12-31
AMERICAN CENTURY COMPANIES INC 5,377 $212,392 New position 2025-12-31
State of Wyoming 5,266 $208,007 New position 2025-12-31
Global Retirement Partners, LLC 5,241 $207,020 New position 2025-12-31
First Trust Capital Management L.P. 5,238 $206,901 New position 2025-12-31
Advisor Resource Council 5,056 $202,828 New position 2025-12-31
VIRTUS ADVISERS, LLC 4,836 $191,022 New position 2025-12-31
Wilmington Savings Fund Society, FSB 4,343 $171,549 New position 2025-12-31
SUMMIT SECURITIES GROUP LLC 4,300 $169,850 New position 2025-12-31
CENTRAL TRUST Co 4,205 $166,098 New position 2025-12-31
Virtus Investment Advisers, LLC 4,112 $162,424 New position 2025-12-31
Amplify Investments, LLC 4,284 $161,231 New position 2025-12-31
AMERIFLEX GROUP, INC. 3,943 $155,749 New position 2025-12-31
McIlrath & Eck, LLC 2,430 $95,985 New position 2025-12-31
Cedar Mountain Advisors, LLC 2,133 $84,237 New position 2025-12-31
EverSource Wealth Advisors, LLC 1,800 $71,100 New position 2025-12-31
JONES FINANCIAL COMPANIES LLLP 1,785 $70,517 New position 2025-12-31
CREATIVE FINANCIAL DESIGNS INC /ADV 1,759 $69,481 New position 2025-12-31
Geneos Wealth Management Inc. 1,587 $62,687 New position 2025-12-31
Arax Advisory Partners 1,350 $53,325 New position 2025-12-31
United Community Bank 1,150 $45,425 New position 2025-12-31
HM PAYSON & CO 1,121 $44,280 New position 2025-12-31
Allworth Financial LP 1,039 $41,048 New position 2025-12-31
CARY STREET PARTNERS FINANCIAL LLC 1,017 $40,172 New position 2025-12-31
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,012 $39,974 New position 2025-12-31
Wealth Enhancement Trust Services, Inc. 1,000 $39,500 New position 2025-12-31
MTM Investment Management, LLC 1,000 $39,500 New position 2025-12-31
Glen Eagle Advisors, LLC 943 $37,249 New position 2025-12-31
FIFTH THIRD BANCORP 929 $36,696 New position 2025-12-31
Garton & Associates Financial Advisors LLC 808 $31,914 New position 2025-12-31
Financial Network Wealth Advisors LLC 806 $31,831 New position 2025-12-31
ROTHSCHILD INVESTMENT LLC 793 $31,324 New position 2025-12-31
Larson Financial Group LLC 791 $31,245 New position 2025-12-31
NBC SECURITIES, INC. 776 $30,679 New position 2025-12-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 679 $26,821 New position 2025-12-31
Truvestments Capital LLC 585 $23,108 New position 2025-12-31
HRT FINANCIAL LP 563,928 $22,275 New position 2025-12-31
Asset Dedication, LLC 400 $15,800 New position 2025-12-31
DV Trading LLC 400 $15,800 New position 2025-12-31
Bogart Wealth, LLC 250 $9,875 New position 2025-12-31
Keating Financial Advisory Services, Inc. 191 $7,545 New position 2025-12-31
HARBOUR INVESTMENTS, INC. 181 $7,151 New position 2025-12-31
Quent Capital, LLC 161 $6,360 New position 2025-12-31
Optiver Holding B.V. 147 $5,806 New position 2025-12-31
Basepoint Wealth LLC 109 $4,326 New position 2025-12-31
CALDWELL SUTTER CAPITAL, INC. 105 $4,148 New position 2025-12-31
Vestcor Inc 56,834 $2,245 New position 2025-12-31
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 53 $2,094 New position 2025-12-31
CWM, LLC 44,422 $1,754 New position 2025-12-31
Virtu Financial LLC 35,571 $1,405 New position 2025-12-31
Ancora Advisors LLC 20 $790 New position 2025-12-31
Bollard Group LLC 15,881 $627 New position 2025-12-31
ST GERMAIN D J CO INC 13 $514 New position 2025-12-31
PEAPACK GLADSTONE FINANCIAL CORP 12,665 $501 New position 2025-12-31
Investor's Fiduciary Advisor Network, LLC 5,500 $217 New position 2025-12-31
BESSEMER GROUP INC 65 $3 New position 2025-12-31
IFC & Insurance Marketing, Inc. 49 $2 New position 2025-12-31
Covestor Ltd 2 $0 New position 2025-12-31