Notable Holders of Upstream Worldwide, Inc. (UPST )
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Expand Research on UPST
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* Does Not Fully Represent All Holders
| Fund | Title | Shares | % Owned | Source |
|---|---|---|---|---|
| VANGUARD GROUP INC | COM | 6,768,367 | N/A | 13F |
| D. E. Shaw & Co., INC. | COM | 2,577,569 | N/A | 13F |
| STATE STREET CORP | COM | 2,053,086 | N/A | 13F |
| Coatue Management | COM | 1,664,843 | N/A | 13F |
| Goldman Sachs Asset Management, L.P. | CMN | 1,559,486 | N/A | 13F |
| Clear Street Group Inc. | COM | 1,555,206 | N/A | 13F |
| JANE STREET GROUP, LLC (CALL) | COM | 1,505,200 | N/A | 13F |
| GEODE CAPITAL MANAGEMENT LLC | COM | 1,436,577 | N/A | 13F |
| BARCLAYS PLC | COM | 1,272,286 | N/A | 13F |
| GROUP ONE TRADING, L.P. (CALL) | COM | 1,102,400 | N/A | 13F |
| Mirae Asset Global Investments Co., Ltd. | COM | 1,020,567 | N/A | 13F |
| UBS Group AG | COM | 881,867 | N/A | 13F |
| CITIGROUP INC | COM | 806,341 | N/A | 13F |
| IMC-Chicago, LLC (PUT) | COM | 806,200 | N/A | 13F |
| NORTHERN TRUST CORP | COM | 758,887 | N/A | 13F |
| SANDLER CAPITAL MANAGEMENT (PUT) | COM | 747,400 | N/A | 13F |
| HAP Trading, LLC (PUT) | COM | 614,800 | N/A | 13F |
| SCHWAB CHARLES INVESTMENT MANAGEMENT INC | COM | 534,369 | N/A | 13F |
| BANK OF AMERICA CORP /DE/ | COM | 505,978 | N/A | 13F |
| GTS SECURITIES LLC (PUT) | COM | 487,700 | N/A | 13F |
| WOLVERINE TRADING, LLC (CALL) | COM | 412,000 | N/A | 13F |
| Brainard Capital Management LLC | COM | 391,666 | N/A | 13F |
| Walleye Trading LLC (PUT) | COM | 370,700 | N/A | 13F |
| Robeco Institutional Asset Management B.V. | COM | 330,000 | N/A | 13F |
| CAPITAL FUND MANAGEMENT S.A. (CALL) | COM | 315,800 | N/A | 13F |
| Cutler Group LP (PUT) | Put | 293,500 | N/A | 13F |
| Bank of New York Mellon CORP | COM | 274,482 | N/A | 13F |
| Optiver Holding B.V. (PUT) | COM | 258,200 | N/A | 13F |
| ALGER FRED MANAGEMENT INC | Common | 228,940 | N/A | 13F |
| WHITEBOX ADVISORS LLC (PUT) | COM | 220,000 | N/A | 13F |
| Freshford Capital Management, LLC | COM | 218,468 | N/A | 13F |
| Liontrust Investment Partners LLP | Equity | 210,000 | N/A | 13F |
| Nuveen Asset Management, LLC | COM | 202,158 | N/A | 13F |
| WHITE BAY PT LLC (PUT) | COM | 200,000 | N/A | 13F |
| PICTET ASSET MANAGEMENT LTD | COM | 197,217 | N/A | 13F |
| Zweig-DiMenna Associates LLC | COM | 188,693 | N/A | 13F |
| BOOTHBAY FUND MANAGEMENT, LLC (PUT) | COM | 175,000 | N/A | 13F |
| WELLS FARGO & CO/MN | COM | 161,770 | N/A | 13F |
| Swiss National Bank | COM | 152,800 | N/A | 13F |
| BANK OF NOVA SCOTIA / | COM | 150,475 | N/A | 13F |
| Walleye Trading Advisors, LLC (PUT) | COM | 144,100 | N/A | 13F |
| UBS GLOBAL ASSET MANAGEMENT AMERICAS INC | EQUITY US CM | 116,375 | N/A | 13F |
| Marex Group plc | COM | 116,308 | N/A | 13F |
| Leucadia National (PUT) | COM | 115,000 | N/A | 13F |
| Banco Santander, S.A. | COM | 109,300 | N/A | 13F |
| Invesco Ltd. | COM | 107,290 | N/A | 13F |
| PARAMETRIC PORTFOLIO ASSOCIATES | Common Stock | 105,620 | N/A | 13F |
| RHUMBLINE ADVISERS | COM | 101,291 | N/A | 13F |
| ALLIANCEBERNSTEIN L.P. | COM | 99,991 | N/A | 13F |
| TWO SIGMA SECURITIES, LLC (PUT) | COM | 98,600 | N/A | 13F |
| PRICE T ROWE ASSOCIATES INC /MD/ | COMM STK | 97,604 | N/A | 13F |
| PICTET ASSET MANAGEMENT SA | COM | 94,941 | N/A | 13F |
| Holocene Advisors, LP | COM | 94,581 | N/A | 13F |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | COM | 93,525 | N/A | 13F |
| RAYMOND JAMES FINANCIAL INC | COM | 93,020 | N/A | 13F |
| BASSWOOD CAPITAL MANAGEMENT LLC | COM | 88,794 | N/A | 13F |
| State of New Jersey Common Pension Fund D | COM | 87,952 | N/A | 13F |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | COMMON STOCK | 85,760 | N/A | 13F |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | COM | 82,905 | N/A | 13F |
| BANK OF MONTREAL /CAN/ | COM | 81,488 | N/A | 13F |
| BANQUE PICTET & CIE SA | COM | 80,000 | N/A | 13F |
| WMG Financial Advisors, LLC | COM | 79,920 | N/A | 13F |
| CREDIT SUISSE AG/ | COM | 75,812 | N/A | 13F |
| DEUTSCHE BANK AG\ | COM | 73,137 | N/A | 13F |
| LEGAL & GENERAL GROUP PLC | COM | 73,128 | N/A | 13F |
| PEAK6 Investments LLC (CALL) | COM | 66,100 | N/A | 13F |
| Cubist Systematic Strategies, LLC | COM | 63,294 | N/A | 13F |
| Connor, Clark & Lunn Investment Management Ltd. | COM | 57,582 | N/A | 13F |
| SEVEN EIGHT CAPITAL, LLC | COM | 54,981 | N/A | 13F |
| American Portfolios Advisors | COM | 54,390 | N/A | 13F |
| NISA INVESTMENT ADVISORS L L C | COM | 51,897 | N/A | 13F |
| LPL Financial LLC | COM | 50,956 | N/A | 13F |
| Bank Julius Baer & Co. Ltd, Zurich | COM | 50,939 | N/A | 13F |
| BAILARD, INC. | COM | 49,498 | N/A | 13F |
| Raymond James Financial Services Advisors, Inc. | COM | 49,227 | N/A | 13F |
| Retireful, LLC | COM | 48,944 | N/A | 13F |
| Belvedere Trading LLC (CALL) | COM | 48,900 | N/A | 13F |
| Bayesian Capital Management, LP | COM | 48,600 | N/A | 13F |
| Marshall Wace LLP | COMMON STOCK | 46,993 | N/A | 13F |
| DIMENSIONAL FUND ADVISORS LP | COM | 45,572 | N/A | 13F |
| NOMURA HOLDINGS INC | COM | 45,062 | N/A | 13F |
| COMMONWEALTH EQUITY SERVICES, LLC. | COM | 44,512 | N/A | 13F |
| Ergoteles LLC | COM | 43,916 | N/A | 13F |
| Capula Management Ltd | COM | 42,580 | N/A | 13F |
| Miracle Mile Advisors, LLC | COM | 40,405 | N/A | 13F |
| MANUFACTURERES LIFE INSURANCE CO | COM | 39,927 | N/A | 13F |
| JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 38,276 | N/A | 13F |
| EAM Investors, LLC | Common Stock | 38,250 | N/A | 13F |
| MetLife Investment Advisors, LLC | COM | 38,182 | N/A | 13F |
| Kynikos Associates LP (PUT) | COM | 37,500 | N/A | 13F |
| LLBH Private Wealth Management, LLC | COM | 35,688 | N/A | 13F |
| Manchester Capital Management LLC | COM | 35,393 | N/A | 13F |
| LEVEL FOUR ADVISORY SERVICES, LLC | COM | 35,245 | N/A | 13F |
| Prospera Financial Services | COM | 34,709 | N/A | 13F |
| Legacy Capital Group California, Inc. | COM | 33,159 | N/A | 13F |
| MML INVESTORS SERVICES, LLC | COM | 30,621 | N/A | 13F |
| Maxi Investments CY Ltd | COM | 30,100 | N/A | 13F |
| NEW YORK STATE COMMON RETIREMENT FUND | Common Stock | 30,053 | N/A | 13F |
| ING INVESTMENT MANAGEMENT LLC | COM | 28,456 | N/A | 13F |
| Tyler-Stone Wealth Management | COM | 27,337 | N/A | 13F |
| ALLSTATE CORP | Equity | 26,700 | N/A | 13F |
| Ensign Peak Advisors, Inc | COM | 26,600 | N/A | 13F |
| TCI Wealth Advisors, Inc. | COM | 25,743 | N/A | 13F |
| Mariner Wealth Advisors, LLC | COM | 24,878 | N/A | 13F |
| Rafferty Asset Management, LLC | COM | 24,729 | N/A | 13F |
| HENDERSON GROUP PLC | COM | 24,722 | N/A | 13F |
| HSBC HOLDINGS PLC | COM | 24,367 | N/A | 13F |
| Cambridge Investment Research Advisors, Inc. | INC COM | 24,344 | N/A | 13F |
| Edgestream Partners, L.P. | COM | 22,562 | N/A | 13F |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | COM | 20,466 | N/A | 13F |
| Rockefeller Capital Management L.P. | COM | 20,246 | N/A | 13F |
| CTC LLC | COM | 19,934 | N/A | 13F |
| AMERIPRISE FINANCIAL INC | COM | 19,781 | N/A | 13F |
| Arizona State Retirement System | COM | 19,718 | N/A | 13F |
| ENVESTNET ASSET MANAGEMENT INC | COM | 19,459 | N/A | 13F |
| Capital Impact Advisors, LLC | COM | 19,447 | N/A | 13F |
| Inspire Advisors, LLC | COM | 19,296 | N/A | 13F |
| XR Securities LLC (CALL) | COM | 18,900 | N/A | 13F |
| Strategic Wealth Advisors Group,Inc. | COM | 17,875 | N/A | 13F |
| Baader Bank INC | COM | 17,097 | N/A | 13F |
| AE Wealth Management LLC | COM | 16,510 | N/A | 13F |
| Virtu Financial LLC | COM | 16,457 | N/A | 13F |
| HARBOUR INVESTMENTS, INC. | COM | 16,216 | N/A | 13F |
| EATON VANCE MANAGEMENT | COMMON STOCK | 15,661 | N/A | 13F |
| Creative Planning | COM | 15,377 | N/A | 13F |
| IPG Investment Advisors LLC | COM | 15,000 | N/A | 13F |
| Schonfeld Strategic Advisors LLC | COM | 14,700 | N/A | 13F |
| GSA CAPITAL PARTNERS LLP | COM | 14,669 | N/A | 13F |
| Valeo Financial Advisors, LLC | Stock | 14,181 | N/A | 13F |
| PRUDENTIAL FINANCIAL INC | COM | 13,630 | N/A | 13F |
| SEI INVESTMENTS CO | COM | 13,410 | N/A | 13F |
| MILLENNIUM MANAGEMENT LLC (PUT) | COM | 13,100 | N/A | 13F |
| Fidelity Investments | COM | 12,753 | N/A | 13F |
| Multi-Financial Securities Corp | COM | 12,533 | N/A | 13F |
| Zurcher Kantonalbank (Zurich Cantonalbank) | COM | 11,688 | N/A | 13F |
| Carnegie Capital Asset Management, LLC | COM | 10,967 | N/A | 13F |
| AMALGAMATED BANK | COM | 10,928 | N/A | 13F |
| Amalgamated Financial Corp. | COM | 10,881 | N/A | 13F |
| Financial Network | COM | 10,524 | N/A | 13F |
| NATIXIS | COM | 10,106 | N/A | 13F |
| Inscription Capital, LLC | COM | 10,000 | N/A | 13F |
| Kercheville Advisors, LLC | COM | 10,000 | N/A | 13F |
| Handelsbanken Fonder AB | COM | 10,000 | N/A | 13F |
| US BANCORP \DE\ | COM | 9,644 | N/A | 13F |
| Quantamental Technologies LLC | COM | 9,405 | N/A | 13F |
| ProShare Advisors LLC | COM | 9,378 | N/A | 13F |
| Cetera Investment Advisers | COM | 8,972 | N/A | 13F |
| Stratos Wealth Partners, LTD. | COM | 8,849 | N/A | 13F |
| Gotham Asset Management, LLC | COM | 8,842 | N/A | 13F |
| Oak Thistle LLC | COM | 8,774 | N/A | 13F |
| MERCER GLOBAL ADVISORS INC /ADV | COM | 8,722 | N/A | 13F |
| Prime Capital Investment Advisors, LLC | Stock | 8,713 | N/A | 13F |
| HighTower Advisors, LLC | COM | 8,316 | N/A | 13F |
| RAYMOND JAMES & ASSOCIATES | COM | 8,171 | N/A | 13F |
| Apollon Wealth Management, LLC | COM | 8,154 | N/A | 13F |
| Gemmer Asset Management LLC | COM | 8,126 | N/A | 13F |
| Newbridge Financial Services Group, Inc. | COM | 8,035 | N/A | 13F |
| Johnson Financial Group, LLC | COM | 8,000 | N/A | 13F |
| Strategic Family Wealth Counselors, L.L.C. | COM | 7,992 | N/A | 13F |
| Jump Financial, LLC | Common Stock | 7,990 | N/A | 13F |
| Skandinaviska Enskilda Banken AB (publ) | COM | 7,810 | N/A | 13F |
| Rollins Financial | Stock | 7,620 | N/A | 13F |
| AXQ CAPITAL, LP | COM | 7,600 | N/A | 13F |
| WOLVERINE ASSET MANAGEMENT LLC (PUT) | COM | 7,500 | N/A | 13F |
| VICTORY CAPITAL MANAGEMENT INC | COM | 7,486 | N/A | 13F |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | COM | 7,375 | N/A | 13F |
| Independent Advisor Alliance | COM | 7,230 | N/A | 13F |
| CenterStar Asset Management, LLC | COM | 7,225 | N/A | 13F |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | COM | 7,167 | N/A | 13F |
| Mezzasalma Advisors, LLC | COM | 7,135 | N/A | 13F |
| SG Americas Securities, LLC | COM | 6,945 | N/A | 13F |
| Mitsubishi UFJ Asset Management Co., Ltd. | COM | 6,822 | N/A | 13F |
| Private Advisor Group, LLC | COM | 6,724 | N/A | 13F |
| Vontobel Holding Ltd. | COM | 6,600 | N/A | 13F |
| IEQ CAPITAL, LLC | COM | 6,593 | N/A | 13F |
| ROYAL BANK OF CANADA \ | COM | 6,512 | N/A | 13F |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | COM | 6,490 | N/A | 13F |
| Synergy Financial Group, LTD | COM | 6,446 | N/A | 13F |
| Atria Wealth Solutions, Inc. | COM | 6,357 | N/A | 13F |
| H D Vest Advisory Services | COM | 6,190 | N/A | 13F |
| Summit Investment Advisors, Inc. | COM | 5,955 | N/A | 13F |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | COM | 5,900 | N/A | 13F |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | COM | 5,524 | N/A | 13F |
| Harel Insurance Investments & Financial Services Ltd. | COM | 5,440 | N/A | 13F |
| J. Goldman & Co LP (PUT) | COM | 5,200 | N/A | 13F |
| FIFTH THIRD BANCORP | COM | 4,957 | N/A | 13F |
| Orion Capital Management LLC | COM | 4,820 | N/A | 13F |
| COMERICA BANK | COM | 4,456 | N/A | 13F |
| Tradition Wealth Management, LLC | COMMON STOCK | 4,454 | N/A | 13F |
| NEXT Financial Group, Inc | COM | 3,901 | N/A | 13F |
| PNC FINANCIAL SERVICES GROUP INC | COM | 3,878 | N/A | 13F |
| KBC Group NV | COM | 3,510 | N/A | 13F |
| Westside Investment Management, Inc. | COM | 3,415 | N/A | 13F |
| AdvisorNet Financial, Inc | Stock | 3,165 | N/A | 13F |
| Tower Research Capital LLC | COM | 3,154 | N/A | 13F |
| Goss Wealth Management LLC | Common Stock | 3,034 | N/A | 13F |
| Spire Wealth Management | COM | 2,347 | N/A | 13F |
| BIDWELL C M & ASSOCIATES LTD/ | COM | 2,137 | N/A | 13F |
| VIVID FINANCIAL MANAGEMENT, INC. | COM | 2,041 | N/A | 13F |
| Gs Investments, Inc. | COM | 2,000 | N/A | 13F |
| Paradigm Financial Advisors, LLC | COM | 1,868 | N/A | 13F |
| SIGNATUREFD, LLC | COM | 1,825 | N/A | 13F |
| ICA Group Wealth Management, LLC | Common Stock | 1,726 | N/A | 13F |
| Russell Investments Group, Ltd. | Common Stock | 1,723 | N/A | 13F |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 1,710 | N/A | 13F |
| Cassady Schiller Wealth Management, LLC | COM | 1,695 | N/A | 13F |
| Compagnie Lombard, Odier SCA | COM | 1,650 | N/A | 13F |
| Venturi Wealth Management, LLC | COM | 1,559 | N/A | 13F |
| DIAM Co., Ltd. | COM | 1,552 | N/A | 13F |
| LAZARD ASSET MANAGEMENT LLC | Common Stock | 1,364 | N/A | 13F |
| GPS Wealth Strategies Group, LLC | Common Stock | 1,252 | N/A | 13F |
| Feltz Wealth PLAN Inc. | Stock/ETF | 1,200 | N/A | 13F |
| SHELL ASSET MANAGEMENT CO | COM | 1,144 | N/A | 13F |
| EXCHANGE TRADED CONCEPTS, LLC | COM | 1,143 | N/A | 13F |
| Parallel Advisors, LLC | Stock | 1,118 | N/A | 13F |
| Your Advocates Ltd., LLP | COM | 1,030 | N/A | 13F |
| ALBION FINANCIAL GROUP /UT | COM | 1,000 | N/A | 13F |
| BROWN BROTHERS HARRIMAN & CO | Common Stock | 850 | N/A | 13F |
| Larson Financial Group LLC | COM | 810 | N/A | 13F |
| BENJAMIN F. EDWARDS & COMPANY, INC. | COM | 780 | N/A | 13F |
| CWM, LLC | COM | 747 | N/A | 13F |
| QUADRANT CAPITAL GROUP LLC | COM | 736 | N/A | 13F |
| Banque Cantonale Vaudoise | COM | 717 | N/A | 13F |
| Geneos Wealth Management Inc. | COM | 705 | N/A | 13F |
| Steward Partners Investment Advisory, LLC | COM | 644 | N/A | 13F |
| IFP Advisors, Inc | cs | 638 | N/A | 13F |
| Advisors Asset Management, Inc. | COM | 623 | N/A | 13F |
| Nemes Rush Group LLC | COM | 610 | N/A | 13F |
| Column Capital Advisors, LLC | Stock | 610 | N/A | 13F |
| NATIONAL BANK OF CANADA /FI/ | COM | 601 | N/A | 13F |
| Founders Capital Management | COM | 600 | N/A | 13F |
| OPTIMUM INVESTMENT ADVISORS | COM | 560 | N/A | 13F |
| Covestor Ltd | COMMON | 538 | N/A | 13F |
| TOTH FINANCIAL ADVISORY CORP | COM | 533 | N/A | 13F |
| WIPFLI FINANCIAL ADVISORS LLC, | COM | 444 | N/A | 13F |
| CoreCap Advisors, LLC | Stock | 412 | N/A | 13F |
| City State Bank | COM | 400 | N/A | 13F |
| TSFG, LLC | Common Stock | 369 | N/A | 13F |
| Versant Capital Management, Inc | Stock | 366 | N/A | 13F |
| Quent Capital, LLC | Stock | 354 | N/A | 13F |
| Cribstone Capital Management, LLC | CS | 300 | N/A | 13F |
| Rosenberg Matthew Hamilton | Stock | 300 | N/A | 13F |
| Ridgewood Investments LLC | COM | 300 | N/A | 13F |
| CKW FINANCIAL GROUP | COM | 273 | N/A | 13F |
| SJS Investment Consulting Inc. | COM | 233 | N/A | 13F |
| Stonebridge Capital Advisors LLC | Stock | 230 | N/A | 13F |
| Rise Advisors, LLC | 0 | 210 | N/A | 13F |
| MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 200 | N/A | 13F |
| Lindbrook Capital, LLC | Stock | 186 | N/A | 13F |
| Colonial Asset Management, Inc. | Stock | 178 | N/A | 13F |
| ARMSTRONG ADVISORY GROUP, INC | COM | 150 | N/A | 13F |
| ADIRONDACK TRUST CO | FINANCIALS | 150 | N/A | 13F |
| Bell Investment Advisors, Inc | COM | 107 | N/A | 13F |
| Carroll Financial Associates, Inc. | Stock | 106 | N/A | 13F |
| Heritage Wealth Advisors | COM | 100 | N/A | 13F |
| WOLFF WIESE MAGANA LLC | COM | 100 | N/A | 13F |
| CENTRAL TRUST & INVESTMENT CO | COM | 100 | N/A | 13F |
| Efficient Wealth Management LLC | COM | 95 | N/A | 13F |
| Holloway Wealth Management, LLC | COM | 82 | N/A | 13F |
| Gordian Capital Singapore Pte Ltd | COM | 81 | N/A | 13F |
| Global Retirement Partners, LLC | COM | 70 | N/A | 13F |
| Householder Group Estate & Retirement Specialist, LLC | Common Stock | 60 | N/A | 13F |
| Sandy Spring Bank | COM | 57 | N/A | 13F |
| PayPay Securities Corp | COM | 56 | N/A | 13F |
| TORONTO DOMINION BANK | Common Stock | 52 | N/A | 13F |
| RE Dickinson Investment Advisors, LLC | COM | 51 | N/A | 13F |
| Covington Capital Management | COM | 50 | N/A | 13F |
| Hanson McClain, Inc. | COM | 50 | N/A | 13F |
| Tradewinds Capital Management, LLC | COM | 50 | N/A | 13F |
| Oakworth Capital, Inc. | COMMON STOCK | 50 | N/A | 13F |
| Financial Freedom, LLC | COM | 50 | N/A | 13F |
| Prestige Wealth Management Group LLC | COM | 50 | N/A | 13F |
| Pacifica Partners Inc. | COM | 44 | N/A | 13F |
| NVWM, LLC | COM | 43 | N/A | 13F |
| Private Capital Group, LLC | Common Stock | 41 | N/A | 13F |
| ELEQUIN CAPITAL LP | COM | 38 | N/A | 13F |
| Gould Capital, LLC | Stock | 38 | N/A | 13F |
| CULLEN FROST BANKERS INC | DOMESTIC COMMON STOCK | 37 | N/A | 13F |
| Lake Point Wealth Management | COM | 35 | N/A | 13F |
| Horan Securities, Inc. | Stock | 35 | N/A | 13F |
| Hartland & Co., LLC | COM | 35 | N/A | 13F |
| HOLLENCREST SECURITIES LLC | Stock | 35 | N/A | 13F |
| Sunbelt Securities, Inc. | Stock | 31 | N/A | 13F |
| Clearview Wealth Advisors LLC | Stock | 30 | N/A | 13F |
| ST GERMAIN D J CO INC | Stock | 30 | N/A | 13F |
| CALDWELL SUTTER CAPITAL, INC. | COM | 25 | N/A | 13F |
| JJJ Advisors Inc. | COM | 25 | N/A | 13F |
| West Oak Capital, LLC | COM | 25 | N/A | 13F |
| North Star Investment Management Corp. | Stock | 24 | N/A | 13F |
| Missouri Trust & Investment Co | COM | 22 | N/A | 13F |
| Sound Income Strategies, LLC | COM | 20 | N/A | 13F |
| 25 LLC | COM | 20 | N/A | 13F |
| Focused Wealth Management, Inc | COM | 20 | N/A | 13F |
| Gradient Investments LLC | COM | 19 | N/A | 13F |
| Carmichael Hill & Associates, Inc. | COM | 18 | N/A | 13F |
| REILLY FINANCIAL ADVISORS, LLC | COM | 17 | N/A | 13F |
| Evolution Advisers, Inc. | COM | 16 | N/A | 13F |
| Horrell Capital Management, Inc. | COM | 15 | N/A | 13F |
| Iron Horse Wealth Management, LLC | COM | 15 | N/A | 13F |
| BREWIN DOLPHIN LTD | COM | 14 | N/A | 13F |
| Parkside Financial Bank & Trust | COM | 14 | N/A | 13F |
| HUNTINGTON NATIONAL BANK | COMMON STOCK | 13 | N/A | 13F |
| TFC Financial Management | COM | 12 | N/A | 13F |
| Glassman Wealth Services | COM | 11 | N/A | 13F |
| Castleview Partners, LLC | COM | 10 | N/A | 13F |
| GABLES CAPITAL MANAGEMENT INC. | COM | 10 | N/A | 13F |
| Ronald Blue Trust, Inc. | COM | 8 | N/A | 13F |
| Asset Dedication, LLC | Equities | 8 | N/A | 13F |
| Investors Research Corp | COM | 5 | N/A | 13F |
| Riggs Asset Managment Co. Inc. | COM | 4 | N/A | 13F |
| Glass Jacobson Investment Advisors llc | COM | 4 | N/A | 13F |
| Cornerstone Planning Group LLC | COM | 4 | N/A | 13F |
| CFG Asset Management LLC | Stock | 3 | N/A | 13F |
| O'Dell Group, LLC | COM | 1 | N/A | 13F |
