Vault-13

GLOBAL PARTNERS LP GLP

COM UNITS · MLP · CUSIP 37946R109

106 institutional holders -9 vs Q1 2025
16,027,96916.0m shares reported held*
$845.1mreported value*
7 new 34 added 24 reduced 16 sold out net sold ≈ $14.4m (-421.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $52.73. Options: 6 managers hold calls ($4.2m notional), 5 hold puts ($2.2m).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 88Q4 22: 103Q1 23: 107Q2 23: 101Q3 23: 106Q4 23: 102Q1 24: 103Q2 24: 105Q3 24: 103Q4 24: 110Q1 25: 115Q2 25: 106106Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202288
Q4 2022103
Q1 2023107
Q2 2023101
Q3 2023106
Q4 2023102
Q1 2024103
Q2 2024105
Q3 2024103
Q4 2024110
Q1 2025115
Q2 2025106

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 23: 41 bought or addedQ3 23: 31 cut or sold outQ4 23: 43 bought or addedQ4 23: 38 cut or sold outQ4 23Q1 24: 41 bought or addedQ1 24: 41 cut or sold outQ2 24: 32 bought or addedQ2 24: 36 cut or sold outQ2 24Q3 24: 35 bought or addedQ3 24: 36 cut or sold outQ4 24: 28 bought or addedQ4 24: 36 cut or sold outQ4 24Q1 25: 39 bought or addedQ1 25: 36 cut or sold outQ2 25: 41 bought or addedQ2 25: 40 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20234131
Q4 20234338
Q1 20244141
Q2 20243236
Q3 20243536
Q4 20242836
Q1 20253936
Q2 20254140

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2m$4m$6mQ3 24 calls: $2.9mQ3 24 puts: $1.6mQ3 24P/C 0.56Q4 24 calls: $1.7mQ4 24 puts: $847.2kQ4 24P/C 0.50Q1 25 calls: $4.2mQ1 25 puts: $2.8mQ1 25P/C 0.68Q2 25 calls: $4.2mQ2 25 puts: $2.2mQ2 25P/C 0.52
Numbers
QuarterCallsPutsP/C
Q3 2024$2.9m$1.6m0.56
Q4 2024$1.7m$847.2k0.50
Q1 2025$4.2m$2.8m0.68
Q2 2025$4.2m$2.2m0.52

Biggest buyers

ROYAL BANK OF CANADA Added +191,380+191.4k
JPMORGAN CHASE & CO Added +90,169+90.2k
GOLDMAN SACHS GROUP INC Added +82,089+82.1k
Pallas Capital Advisors LLC Added +26,069+26.1k
HRT FINANCIAL LP New +22,620+22.6k
JANE STREET GROUP, LLC Added +17,630+17.6k
Farther Finance Advisors, LLC Added +17,258+17.3k
STIFEL FINANCIAL CORP Added +15,576+15.6k
Blackstone Inc. Added +10,000+10.0k
Rockefeller Capital Management L.P. Added +8,918+8.9k

Biggest sellers

INFRASTRUCTURE CAPITAL ADVISORS, LLC Reduced -571,844-571.8k
ALPS ADVISORS INC Reduced -138,682-138.7k
UBS Group AG Reduced -55,555-55.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -29,783-29.8k
B. Riley Wealth Advisors, Inc. Sold out -26,816-26.8k
NATIXIS Reduced -22,500-22.5k
NewEdge Wealth, LLC Reduced -17,249-17.2k
FIRST TRUST ADVISORS LP Reduced -16,763-16.8k
Aster Capital Management (DIFC) Ltd Sold out -15,540-15.5k
WELLS FARGO & COMPANY/MN Reduced -11,070-11.1k

Biggest calls

CITADEL ADVISORS LLC Reduced $1.8m34.2k shares
JANE STREET GROUP, LLC New $864.8k16.4k shares
SIMPLEX TRADING, LLC Added $543.0k10.3k shares
GROUP ONE TRADING LLC Reduced $522.0k9.9k shares
WOLVERINE TRADING, LLC New $472.9k9.0k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.2m23.1k shares
CITADEL ADVISORS LLC Reduced $743.5k14.1k shares
JANE STREET GROUP, LLC New $205.6k3.9k shares
GROUP ONE TRADING LLC Unchanged $5.3k100 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
ALPS ADVISORS INC 13G · institution +0.6 pts · filed 2026-10-07 17.8% +0.6 pts 6.0m≈ $281.7m 2026-10-07
Slifka Eric 13D · may seek influence filed 2025-08-07
Stated purposeItem 4 is hereby amended and restated in its entirety as follows: (a) Other than the Common Units acquired by the General Partner pursuant to the Repurchase Program, the Reporting Persons acquired the Common Units reported herein solely for investment purposes. The General Partner will use the Common Units purchased pursuant to the Repurchase Program to meet the General Partner's anticipated obligations to deliver Common Units under the Partnership's LTIP and meet the General Partner's obligations under existing employment agreements and other employment related obligations. The Reporting Persons may make additional purchases of Common Units either in the open market or in private transactions, including pursuant to the Repurchase Program, depending on each of their respective businesses,… Full filing
10.9% 3.7m≈ $173.4m 2025-08-07
Invesco Ltd. 13G · institution filed 2025-11-06 6.5% 2.2m≈ $103.2m 2025-11-06
Global X Management CO LLC 13G · institution new · filed 2025-05-15 5.5% new 1.8m≈ $86.2m 2025-05-15

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q3 23: 1 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24Q1 25: 0 buyingQ1 25: 1 sellingQ2 25: 0 buyingQ2 25: 1 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20231$24.8k0——
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20240—0——
Q1 20250—1$794.3k—
Q2 20250—1$481.9k—
DateInsiderTradeSharesPrice ValueTheir holding
2025-06-25 Romaine Mark Chief Operating Officer Sold 2,341 $51.53 $120.6k2.3k shares -2%
2025-06-24 Romaine Mark Chief Operating Officer Sold 6,659 $54.26 $361.3k6.7k shares -4%
2025-06-12 Global GP LLC General Partner Bought 5,000 $55.43 $277.1k5.0k shares +6%
2025-06-11 Global GP LLC General Partner Bought 5,000 $54.35 $271.8k5.0k shares +6%
2025-06-09 Global GP LLC General Partner Bought 5,000 $54.31 $271.6k5.0k shares +6%
2025-06-03 Global GP LLC General Partner Bought 5,000 $53.95 $269.8k5.0k shares +7%
2025-06-02 Global GP LLC General Partner Bought 5,000 $53.20 $266.0k5.0k shares +7%
2025-05-29 Global GP LLC General Partner Bought 5,000 $52.72 $263.6k5.0k shares +8%
2025-05-27 Global GP LLC General Partner Bought 5,000 $51.52 $257.6k5.0k shares +8%
2025-05-20 Global GP LLC General Partner Bought 4,600 $50.13 $230.6k4.6k shares +8%
2025-05-19 Global GP LLC General Partner Bought 5,000 $48.11 $240.6k5.0k shares +10%
2025-05-15 Global GP LLC General Partner Bought 4,642 $49.82 $231.3k4.6k shares +10%
2025-05-14 Global GP LLC General Partner Bought 9,125 $48.60 $443.5k9.1k shares +25%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ALPS ADVISORS INC 1.66% of their portfolio Denver, CO 5,446,0635.4m $287.2m $287.2m 1.66% Reduced -138.7k -138,682
2 Invesco Ltd. 0.02% of their portfolio ATLANTA, GA 2,560,4572.6m $135.0m $135.0m 0.02% Added +2.0k +2,022
3 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.19% of their portfolio CAUSEWAY BAY, K3 1,852,5481.9m $97.7m $97.7m 0.19% Added +3.1k +3,094
4 Pallas Capital Advisors LLC 3.27% of their portfolio BRAINTREE, MA 1,627,9731.6m $85.8m $85.8m 3.27% Added +26.1k +26,069
5 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 522,495522.5k $27.6m $27.6m 0.00% Added +82.1k +82,089
6 Hartree Partners, LP 7.62% of their portfolio NEW YORK, NY 508,080508.1k $26.8m $26.8m 7.62% Unchanged
7 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 436,786436.8k $23.0m $23.0m 0.00% Added +191.4k +191,380
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 408,174408.2k $21.5m $21.5m 0.00% Added +53 +53
9 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 333,973334.0k $17.6m $17.6m 0.00% Added +90.2k +90,169
10 Fractal Investments LLC 1.47% of their portfolio Glastonbury, CT 195,234195.2k $10.3m $10.3m 1.47% Unchanged
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 185,705185.7k $9.8m $9.8m 0.00% Reduced -55.6k -55,555
12 Blackstone Inc. 0.04% of their portfolio NEW YORK, NY 162,104162.1k $8.5m $8.5m 0.04% Added +10.0k +10,000
13 INFRASTRUCTURE CAPITAL ADVISORS, LLC 0.92% of their portfolio New York, NY 144,539144.5k $7.6m $7.6m 0.92% Reduced -571.8k -571,844
14 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 137,822137.8k $7.3m $7.3m 0.00% Added +1.2k +1,227
15 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 137,023137.0k $7.2m $7.2m 0.00% Reduced -1.8k -1,815
16 NATIXIS 0.03% of their portfolio PARIS, I0 116,800116.8k $6.2m $6.2m 0.03% Reduced -22.5k -22,500
17 Proficio Capital Partners LLC 0.34% of their portfolio NEWTON, MA 102,553102.6k $5.4m $5.4m 0.34% Reduced -1.1k -1,077
18 NBW CAPITAL LLC 0.91% of their portfolio BOSTON, MA 79,79479.8k $4.2m $4.2m 0.91% Added +1.2k +1,181
19 Waverly Advisors, LLC 0.05% of their portfolio BIRMINGHAM, AL 79,79479.8k $4.2m $4.2m 0.05% Added +1.2k +1,181
20 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 53,45053.5k $2.8m $2.8m 0.00% Reduced -16.8k -16,763
21 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 52,48652.5k $2.8m $2.8m 0.00% Reduced -11.1k -11,070
22 CASCADE INVESTMENT GROUP, INC. 1.74% of their portfolio Colorado Springs, CO 47,36547.4k $2.5m $2.5m 1.74% Reduced -650 -650
23 Welch & Forbes LLC 0.02% of their portfolio Boston, MA 37,42037.4k $2.0m $2.0m 0.02% Unchanged
24 Gilman Hill Asset Management, LLC 0.31% of their portfolio NEW CANAAN, CT 36,30736.3k $1.9m $1.9m 0.31% Added +4.8k +4,846
25 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 34,75734.8k $1.8m $1.8m 0.00% Added +15.6k +15,576
26 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 33,78533.8k $1.8m $1.8m 0.00% Added +17.6k +17,630
27 KAYNE ANDERSON CAPITAL ADVISORS LP 0.04% of their portfolio LOS ANGELES, CA 31,92531.9k $1.7m $1.7m 0.04% Reduced -3.1k -3,089
28 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 31,47031.5k $1.7m $1.7m 0.01% Added +240 +240
29 EXCHANGE TRADED CONCEPTS, LLC 0.02% of their portfolio Oklahoma City, OK 29,71929.7k $1.6m $1.6m 0.02% Reduced -957 -957
30 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 27,83127.8k $1.5m $1.5m 0.01% Added +727 +727
31 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 24,81524.8k $1.3m $1.3m 0.00% Added +7.1k +7,123
32 TORTOISE CAPITAL ADVISORS, L.L.C. 0.02% of their portfolio OVERLAND PARK, KS 24,36224.4k $1.3m $1.3m 0.02% Unchanged
33 Moors & Cabot, Inc. 0.06% of their portfolio BOSTON, MA 23,07523.1k $1.2m $1.2m 0.06% Added +134 +134
34 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 22,62022.6k $1.2m $1.2m 0.01% New
35 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 22,25822.3k $1.2m $1.2m 0.00% Reduced -888 -888
36 Bramshill Investments, LLC 0.12% of their portfolio NAPLES, FL 22,15022.1k $1.2m $1.2m 0.12% Added +8.5k +8,543
37 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 22,04722.0k $1.2m $1.2m 0.00% Added +62 +62
38 TWIN FOCUS CAPITAL PARTNERS, LLC 0.16% of their portfolio Boston, MA 22,00022.0k $1.2m $1.2m 0.16% Unchanged
39 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 21,29421.3k $1.1m $1.1m 0.00% Added +8.9k +8,918
40 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 18,19618.2k $959.5k $959.5k 0.00% Reduced -3 -3
41 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 18,00018.0k $949.1k $949.1k 0.02% Unchanged
42 AMERICAN FINANCIAL GROUP INC 0.35% of their portfolio CINCINNATI, OH 17,50017.5k $922.8k $922.8k 0.35% Unchanged
43 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 17,31917.3k $913.2k $913.2k 0.02% Added +17.3k +17,258
44 BALDWIN WEALTH PARTNERS LLC/MA 0.06% of their portfolio Marion, MA 17,00017.0k $896.4k $896.4k 0.06% Unchanged
45 SANDERS MORRIS HARRIS LLC 0.21% of their portfolio Houston, TX 16,50016.5k $870.0k $870.0k 0.21% Unchanged
46 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 15,89615.9k $838.2k $838.2k 0.01% Added +234 +234
47 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 15,63215.6k $824.3k $824.3k 0.00% Added +488 +488
48 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 15,01315.0k $791.6k $791.6k 0.00% Added +25 +25
49 Leo Wealth, LLC 0.06% of their portfolio HURST, TX 14,50014.5k $764.6k $764.6k 0.06% Added +4.5k +4,500
50 MISSION WEALTH MANAGEMENT, LP 0.02% of their portfolio Santa Barbara, CA 13,40213.4k $706.7k $706.7k 0.02% Unchanged
51 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 13,35113.4k $704.0k $704.0k 0.00% Reduced -29.8k -29,783
52 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 11,13411.1k $587.1k $587.1k 0.00% Added +31 +31
53 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 10,82910.8k $571.0k $571.0k 0.01% Unchanged
54 Adams Asset Advisors, LLC 0.07% of their portfolio DALLAS, TX 9,8609.9k $519.9k $519.9k 0.07% Unchanged
55 WEALTH EFFECTS LLC 0.18% of their portfolio BOSTON, MA 9,0009.0k $474.6k $474.6k 0.18% Unchanged
56 FIDUCIENT ADVISORS LLC 0.05% of their portfolio Chicago, IL 8,1778.2k $431.2k $431.2k 0.05% Unchanged
57 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 7,7487.7k $408.1k $408.1k 0.00% New
58 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 7,6417.6k $402.9k $402.9k 0.00% Added +734 +734
59 BBR PARTNERS, LLC 0.02% of their portfolio NEW YORK, NY 7,2507.2k $382.3k $382.3k 0.02% Unchanged
60 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 7,0767.1k $373.2k $373.2k 0.00% Reduced -123 -123
61 Virtu Financial LLC 0.02% of their portfolio New York, NY 6,5336.5k $344.0k $344.0k 0.02% New
62 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 6,0006.0k $316.4k $316.4k 0.00% Unchanged
63 G&S Capital LLC 0.12% of their portfolio DENVER, CO 5,9826.0k $315.4k $315.4k 0.12% Unchanged
64 Tradition Wealth Management, LLC 0.02% of their portfolio EDINA, MN 5,5005.5k $290.0k $290.0k 0.02% Reduced -1.5k -1,500
65 Granite Bay Wealth Management, LLC 0.08% of their portfolio PORTSMOUTH, NH 5,0005.0k $264.0k $264.0k 0.08% Unchanged
66 Stratos Wealth Advisors, LLC 0.01% of their portfolio BEACHWOOD, OH 4,9605.0k $261.6k $261.6k 0.01% Added +48 +48
67 SPINNAKER TRUST 0.01% of their portfolio PORTLAND, ME 4,5504.5k $239.9k $239.9k 0.01% Added +100 +100
68 Connecticut Wealth Management, LLC 0.01% of their portfolio FARMINGTON, CT 4,3254.3k $228.1k $228.1k 0.01% Unchanged
69 NewEdge Wealth, LLC 0.00% of their portfolio STAMFORD, CT 4,3074.3k $216.4k $216.4k 0.00% Reduced -17.2k -17,249
70 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 4,3034.3k $226.9k $226.9k 0.01% New
71 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 4,2454.2k $223.8k $223.8k 0.01% Reduced -2.2k -2,245
72 Silverberg Bernstein Capital Management LLC 0.15% of their portfolio ARMONK, NY 4,1504.2k $218.8k $218.8k 0.15% Unchanged
73 Inspire Advisors, LLC 0.02% of their portfolio Meridian, ID 4,0884.1k $215.5k $215.5k 0.02% Added +37 +37
74 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.01% of their portfolio BALA CYNWYD, PA 4,0144.0k $211.7k $211.7k 0.01% Reduced -1.3k -1,311
75 ALBERT D MASON INC 0.15% of their portfolio BOSTON, MA 3,9684.0k $209.2k $209.2k 0.15% Reduced -97 -97
76 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 3,9383.9k $207.6k $207.6k 0.00% Reduced -6.7k -6,720
77 Fiduciary Trust Co 0.00% of their portfolio Boston, MA 3,9203.9k $206.7k $206.7k 0.00% Unchanged
78 Traub Capital Management LLC 0.18% of their portfolio NEEDHAM, MA 3,6453.6k $192.2k $192.2k 0.18% First filing
79 First Horizon Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 2,5002.5k $131.8k $131.8k 0.00% Reduced -2.0k -2,000
80 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 2,1462.1k $113.2k $113.2k 0.00% Added +109 +109
81 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,8001.8k $94.9k $94.9k 0.00% Unchanged
82 State of Wyoming 0.01% of their portfolio CHEYENNE, WY 1,0961.1k $57.8k $57.8k 0.01% Reduced -122 -122
83 Manchester Capital Management LLC 0.01% of their portfolio MANCHESTER, VT 1,0631.1k $56.1k $56.1k 0.01% Added +16 +16
84 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 783783 $41.3k $41.3k 0.00% Reduced -1.0k -1,033
85 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 582582 $30.6k $30.6k 0.00% Added +340 +340
86 ARMSTRONG ADVISORY GROUP, INC 0.00% of their portfolio NEEDHAM, MA 537537 $28.3k $28.3k 0.00% Unchanged
87 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 507507 $26.7k $26.7k 0.00% Unchanged
88 Avion Wealth 0.01% of their portfolio THE WOODLANDS, TX 500500 $26.0k $26.0k 0.01% Unchanged
89 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 500500 $26.4k $26.4k 0.00% Unchanged
90 PIN OAK INVESTMENT ADVISORS INC 0.02% of their portfolio HOUSTON, TX 420420 $22.0k $22.0k 0.02% Unchanged
91 EVOLUTION WEALTH MANAGEMENT INC. 0.02% of their portfolio FORT MYERS, FL 340340 $17.9k $17.9k 0.02% First filing
92 Vermillion Wealth Management, Inc. 0.01% of their portfolio ROSEMOUNT, MN 328328 $17.3k $17.3k 0.01% Unchanged
93 CWM, LLC 0.00% of their portfolio OMAHA, NE 200200 $11.0k $11.0k 0.00% Unchanged
94 MARK SHEPTOFF FINANCIAL PLANNING, LLC 0.01% of their portfolio GLASTONBURY, CT 200200 $10.5k $10.5k 0.01% Unchanged
95 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 200200 $10.5k $10.5k 0.00% Unchanged
96 HHM Wealth Advisors, LLC 0.00% of their portfolio CHATTANOOGA, TN 200200 $10.5k $10.5k 0.00% Unchanged
97 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 122122 $6.4k $6.4k 0.00% New
98 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 100100 $5.3k $5.3k 0.00% Unchanged
99 BlackRock, Inc. 0.00% of their portfolio New York, NY 100100 $5.3k $5.3k 0.00% Unchanged
100 Atlantic Union Bankshares Corp 0.00% of their portfolio GLEN ALLEN, VA 8181 $4.3k $4.3k 0.00% New