Vault-13

WESTERN MIDSTREAM PARTNERS L WES

COM UNIT LP INT · MLP · CUSIP 958669103

253 institutional holders +38 vs Q1 2024
151,297,487151.3m shares reported held*
$6.0bnreported value*
57 new 74 added 71 reduced 18 sold out net sold ≈ $658.5m (-17.9m 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 ($442.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $39.72. Options: 11 managers hold calls ($46.1m notional), 8 hold puts ($16.9m).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 191Q4 22: 199Q1 23: 191Q2 23: 184Q3 23: 190Q4 23: 195Q1 24: 215Q2 24: 253253Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022191
Q4 2022199
Q1 2023191
Q2 2023184
Q3 2023190
Q4 2023195
Q1 2024215
Q2 2024253

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 22: 84 bought or addedQ4 22: 66 cut or sold outQ4 22Q1 23: 79 bought or addedQ1 23: 75 cut or sold outQ2 23: 63 bought or addedQ2 23: 77 cut or sold outQ2 23Q3 23: 80 bought or addedQ3 23: 69 cut or sold outQ4 23: 84 bought or addedQ4 23: 67 cut or sold outQ4 23Q1 24: 95 bought or addedQ1 24: 82 cut or sold outQ2 24: 131 bought or addedQ2 24: 89 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20228466
Q1 20237975
Q2 20236377
Q3 20238069
Q4 20238467
Q1 20249582
Q2 202413189

Calls vs puts

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

CallsPuts
$0$20m$40m$60mQ3 23 calls: $45.9mQ3 23 puts: $7.1mQ3 23P/C 0.16Q4 23 calls: $34.9mQ4 23 puts: $9.7mQ4 23P/C 0.28Q1 24 calls: $48.9mQ1 24 puts: $27.8mQ1 24P/C 0.57Q2 24 calls: $46.1mQ2 24 puts: $16.9mQ2 24P/C 0.37
Numbers
QuarterCallsPutsP/C
Q3 2023$45.9m$7.1m0.16
Q4 2023$34.9m$9.7m0.28
Q1 2024$48.9m$27.8m0.57
Q2 2024$46.1m$16.9m0.37

Biggest buyers

Blackstone Inc. Added +1,709,526+1.7m
KAYNE ANDERSON CAPITAL ADVISORS LP Added +878,022+878.0k
BNP PARIBAS FINANCIAL MARKETS Added +518,113+518.1k
ING GROEP NV New +412,400+412.4k
NOMURA HOLDINGS INC Added +200,600+200.6k
JANE STREET GROUP, LLC Added +188,054+188.1k
HRT FINANCIAL LP Added +168,908+168.9k
CITADEL ADVISORS LLC Added +91,235+91.2k
Jump Financial, LLC Added +74,497+74.5k
LPL Financial LLC Added +64,774+64.8k

Biggest sellers

MORGAN STANLEY Reduced -5,108,593-5.1m
Mirae Asset Global Investments Co., Ltd. Sold out -4,454,585-4.5m
JPMORGAN CHASE & CO Reduced -3,415,798-3.4m
Clearbridge Investments, LLC Reduced -2,361,000-2.4m
ALPS ADVISORS INC Reduced -2,241,233-2.2m
BERKLEY W R CORP Sold out -1,603,275-1.6m
Invesco Ltd. Reduced -1,104,781-1.1m
GOLDMAN SACHS GROUP INC Reduced -659,439-659.4k
Brookfield Corp /ON/ Reduced -491,083-491.1k
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT Reduced -281,000-281.0k

Biggest calls

Caption Management, LLC Reduced $17.6m443.4k shares
CITADEL ADVISORS LLC Reduced $9.1m229.3k shares
GROUP ONE TRADING LLC Added $5.4m136.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $3.5m88.3k shares
UBS Group AG New $3.2m80.0k shares
SIMPLEX TRADING, LLC Added $2.6m66.6k shares
IMC-Chicago, LLC Added $1.8m44.5k shares
JANE STREET GROUP, LLC Reduced $1.4m35.4k shares
WOLVERINE TRADING, LLC Reduced $909.8k22.9k shares
PEAK6 Investments LLC New $504.6k12.7k shares

Biggest puts

CITADEL ADVISORS LLC Added $5.2m131.9k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $4.2m106.5k shares
IMC-Chicago, LLC Added $2.4m61.2k shares
JANE STREET GROUP, LLC Reduced $1.8m46.0k shares
SIMPLEX TRADING, LLC Reduced $1.6m40.1k shares
GROUP ONE TRADING LLC Reduced $913.8k23.0k shares
WOLVERINE TRADING, LLC Reduced $631.7k15.9k 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
OCCIDENTAL PETROLEUM CORP /DE/ 13D · may seek influence -2.3 pts · filed 2026-02-05 38.3% -2.3 pts 150.4m≈ $6.6bn 2026-02-05
ALPS ADVISORS INC 13G · institution +0.2 pts · filed 2026-10-07 9.0% +0.2 pts 37.4m≈ $1.6bn 2026-10-07

Insider purchases and sales in Q2 2024

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
505Q3 22: 0 buyingQ3 22: 0 sellingQ4 22: 0 buyingQ4 22: 0 sellingQ4 22Q1 23: 0 buyingQ1 23: 0 sellingQ2 23: 0 buyingQ2 23: 0 sellingQ2 23Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 5 buyingQ1 24: 0 sellingQ2 24: 1 buyingQ2 24: 0 sellingQ2 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20220—0——
Q4 20220—0——
Q1 20230—0——
Q2 20230—0——
Q3 20230—0——
Q4 20230—0——
Q1 20245$840.2k0——
Q2 20241$50.4k0——
DateInsiderTradeSharesPrice ValueTheir holding
2024-05-15 Bourne Robert W. SVP & Chief Commercial Officer Bought 1,354 $37.25 $50.4k1.4k shares +1%

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ALPS ADVISORS INC 7.61% of their portfolio Denver, CO 27,903,29427.9m $1.1bn $1.1bn 7.61% Reduced -2.2m -2,241,233
2 Invesco Ltd. 0.19% of their portfolio ATLANTA, GA 22,269,62622.3m $884.8m $884.8m 0.19% Reduced -1.1m -1,104,781
3 Blackstone Inc. 2.59% of their portfolio NEW YORK, NY 14,690,25014.7m $583.6m $583.6m 2.59% Added +1.7m +1,709,526
4 TORTOISE CAPITAL ADVISORS, L.L.C. 4.49% of their portfolio OVERLAND PARK, KS 8,537,8708.5m $339.2m $339.2m 4.49% Reduced -49.6k -49,591
5 GOLDMAN SACHS GROUP INC 0.06% of their portfolio NEW YORK, NY 8,308,2748.3m $330.1m $330.1m 0.06% Reduced -659.4k -659,439
6 NEUBERGER BERMAN GROUP LLC 0.22% of their portfolio NEW YORK, NY 6,889,7576.9m $273.7m $273.7m 0.22% Reduced -86.4k -86,444
7 CHICKASAW CAPITAL MANAGEMENT LLC 11.83% of their portfolio MEMPHIS, TN 6,711,0066.7m $266.6m $266.6m 11.83% Added +37.3k +37,259
8 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.55% of their portfolio CAUSEWAY BAY, K3 5,788,2515.8m $230.0m $230.0m 0.55% First filing
9 KAYNE ANDERSON CAPITAL ADVISORS LP 5.38% of their portfolio LOS ANGELES, CA 5,043,8515.0m $200.4m $200.4m 5.38% Added +878.0k +878,022
10 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,268,3973.3m $129.9m $129.9m 0.01% Reduced -5.1m -5,108,593
11 UBS Group AG 0.04% of their portfolio ZURICH, V8 2,984,5033.0m $118.6m $118.6m 0.04% Reduced -114.2k -114,171
12 Clearbridge Investments, LLC 0.08% of their portfolio NEW YORK, NY 2,493,2352.5m $99.1m $99.1m 0.08% Reduced -2.4m -2,361,000
13 Brookfield Corp /ON/ 0.61% of their portfolio TORONTO, A6 2,462,4272.5m $97.8m $97.8m 0.61% Reduced -491.1k -491,083
14 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,229,3302.2m $88.6m $88.6m 0.00% Reduced -3.4m -3,415,798
15 JENNISON ASSOCIATES LLC 0.05% of their portfolio NEW YORK, NY 1,950,6122.0m $77.5m $77.5m 0.05% Added +22.4k +22,433
16 WESTWOOD HOLDINGS GROUP INC 0.34% of their portfolio DALLAS, TX 1,810,2111.8m $71.9m $71.9m 0.34% Added +397 +397
17 EAGLE GLOBAL ADVISORS LLC 3.32% of their portfolio Houston, TX 1,581,5961.6m $62.8m $62.8m 3.32% Added +33.7k +33,728
18 INFRASTRUCTURE CAPITAL ADVISORS, LLC 8.69% of their portfolio New York, NY 1,570,9331.6m $62.4m $62.4m 8.69% Added +31.8k +31,844
19 MILLER HOWARD INVESTMENTS INC /NY 1.92% of their portfolio KINGSTON, NY 1,458,5301.5m $57.9m $57.9m 1.92% Added +39.8k +39,827
20 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,450,4691.5m $57.6m $57.6m 0.01% Reduced -212.3k -212,340
21 Fractal Investments LLC 9.61% of their portfolio Glastonbury, CT 1,390,5611.4m $55.2m $55.2m 9.61% Unchanged
22 BARCLAYS PLC 0.03% of their portfolio LONDON, X0 1,378,3651.4m $54.8m $54.8m 0.03% Reduced -59.6k -59,554
23 Recurrent Investment Advisors LLC 5.55% of their portfolio HOUSTON, TX 1,325,9301.3m $52.7m $52.7m 5.55% Added +29.8k +29,775
24 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 3.77% of their portfolio DALLAS, TX 1,195,2701.2m $47.5m $47.5m 3.77% Reduced -281.0k -281,000
25 Allianz Asset Management GmbH 0.07% of their portfolio MUNICH, 2M 1,023,3341.0m $40.7m $40.7m 0.07% Added +12.7k +12,700
26 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 991,191991.2k $39.4m $39.4m 0.01% Reduced -88.5k -88,487
27 BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio PARIS, I0 935,415935.4k $37.2m $37.2m 0.04% Added +518.1k +518,113
28 CIBC Private Wealth Group LLC 0.07% of their portfolio ATLANTA, GA 874,554874.6k $36.2m $36.2m 0.07% Reduced -81.8k -81,823
29 NOMURA HOLDINGS INC 0.17% of their portfolio TOKYO, M0 670,600670.6k $26.6m $26.6m 0.17% Added +200.6k +200,600
30 FIRST TRUST ADVISORS LP 0.02% of their portfolio Wheaton, IL 607,940607.9k $24.2m $24.2m 0.02% Reduced -48.3k -48,253
31 HRT FINANCIAL LP 0.10% of their portfolio NEW YORK, NY 449,682449.7k $17.9m $17.9m 0.10% Added +168.9k +168,908
32 CITADEL ADVISORS LLC 0.02% of their portfolio MIAMI, FL 441,410441.4k $17.5m $17.5m 0.02% Added +91.2k +91,235
33 LONGFELLOW INVESTMENT MANAGEMENT CO LLC 4.12% of their portfolio BOSTON, MA 413,214413.2k $16.4m $16.4m 4.12% Reduced -111.5k -111,491
34 ING GROEP NV 0.10% of their portfolio AMSTERDAM, P7 412,400412.4k $16.4m $16.4m 0.10% New
35 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 399,221399.2k $15.9m $15.9m 0.02% Added +12.7k +12,704
36 Texas Yale Capital Corp. 0.72% of their portfolio ST. PETERSBURG, FL 379,391379.4k $15.1m $15.1m 0.72% Added +23.5k +23,544
37 RR Advisors, LLC 3.65% of their portfolio DALLAS, TX 343,000343.0k $13.6m $13.6m 3.65% Reduced -137.0k -137,000
38 Catalyst Capital Advisors LLC 0.31% of their portfolio San Juan, PR 334,265334.3k $13.3m $13.3m 0.31% Added +5.3k +5,345
39 Adams Asset Advisors, LLC 1.61% of their portfolio DALLAS, TX 311,642311.6k $12.4m $12.4m 1.61% Reduced -19.7k -19,741
40 NBW CAPITAL LLC 2.37% of their portfolio BOSTON, MA 302,331302.3k $12.0m $12.0m 2.37% Reduced -19.6k -19,601
41 Knollwood Investment Advisory, LLC 1.33% of their portfolio HUNT VALLEY, MD 301,032301.0k $12.0m $12.0m 1.33% Unchanged
42 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 298,641298.6k $11.9m $11.9m 0.01% Added +188.1k +188,054
43 Sovereign Investment Advisors, LLC 2.99% of their portfolio PHOENIX, AZ 274,479274.5k $8.0m $8.0m 2.99% Unchanged
44 Susquehanna Portfolio Strategies, LLC 0.43% of their portfolio Bala Cynwyd, PA 260,701260.7k $10.4m $10.4m 0.43% Reduced -7.8k -7,793
45 Terril Brothers, Inc. 3.52% of their portfolio St. Louis, MO 246,867246.9k $9.8m $9.8m 3.52% Reduced -275 -275
46 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 235,990236.0k $9.4m $9.4m 0.00% Reduced -9.9k -9,870
47 Heronetta Management, L.P. 5.81% of their portfolio NEW YORK, NY 228,673228.7k $9.1m $9.1m 5.81% Added +1.0k +1,000
48 EXCHANGE TRADED CONCEPTS, LLC 0.23% of their portfolio Oklahoma City, OK 224,761224.8k $8.9m $8.9m 0.23% Added +27.8k +27,802
49 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 193,282193.3k $7.7m $7.7m 0.00% Added +4.9k +4,931
50 EVERGREEN CAPITAL MANAGEMENT LLC 0.26% of their portfolio Bellevue, WA 181,938181.9k $7.2m $7.2m 0.26% Reduced -1.7k -1,700
51 SPIRIT OF AMERICA MANAGEMENT CORP/NY 1.45% of their portfolio SYOSSET, NY 179,350179.3k $7.1m $7.1m 1.45% Reduced -1.5k -1,500
52 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 162,974163.0k $6.5m $6.5m 0.00% Added +64.8k +64,774
53 Maryland State Retirement & Pension System 0.12% of their portfolio BALTIMORE, MD 161,394161.4k $6.4m $6.4m 0.12% Reduced -734 -734
54 CIBC WORLD MARKET INC. 0.02% of their portfolio TORONTO, A6 156,600156.6k $6.2m $6.2m 0.02% Unchanged
55 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 156,114156.1k $6.2m $6.2m 0.00% Reduced -2.3k -2,311
56 CASTLEARK MANAGEMENT LLC 0.23% of their portfolio CHICAGO, IL 143,450143.4k $5.7m $5.7m 0.23% Unchanged
57 Americana Partners, LLC 0.44% of their portfolio Houston, TX 141,909141.9k $5.6m $5.6m 0.44% Added +2.4k +2,394
58 NEXPOINT ASSET MANAGEMENT, L.P. 0.73% of their portfolio Dallas, TX 139,050139.1k $5.5m $5.5m 0.73% Unchanged
59 TECTONIC ADVISORS LLC 0.37% of their portfolio FRISCO, TX 130,056130.1k $5.2m $5.2m 0.37% Added +3.0k +2,961
60 HENNESSY ADVISORS INC 0.18% of their portfolio NOVATO, CA 117,700117.7k $4.7m $4.7m 0.18% Reduced -3.0k -3,000
61 Lavaca Capital LLC 2.34% of their portfolio HOUSTON, TX 108,000108.0k $4.3m $4.3m 2.34% Unchanged
62 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 103,883103.9k $4.1m $4.1m 0.00% Added +24.1k +24,072
63 Jump Financial, LLC 0.08% of their portfolio Chicago, IL 100,613100.6k $4.0m $4.0m 0.08% Added +74.5k +74,497
64 Mariner, LLC 0.01% of their portfolio Overland Park, KS 99,49499.5k $4.0m $4.0m 0.01% Added +11.7k +11,674
65 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 96,32796.3k $3.8m $3.8m 0.00% Reduced -1.8k -1,788
66 GSA CAPITAL PARTNERS LLP 0.27% of their portfolio LONDON, X0 96,29496.3k $3.8m $3.8m 0.27% Added +41.0k +40,965
67 SOROS FUND MANAGEMENT LLC 0.08% of their portfolio NEW YORK, NY 94,55094.5k $3.8m $3.8m 0.08% Unchanged
68 GLENMEDE TRUST CO NA 0.02% of their portfolio PHILADELPHIA, PA 90,70890.7k $3.6m $3.6m 0.02% Reduced -200 -200
69 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 82,62582.6k $3.3m $3.3m 0.01% Added +3.7k +3,741
70 FMR LLC 0.00% of their portfolio BOSTON, MA 81,48981.5k $3.2m $3.2m 0.00% Reduced -18.9k -18,903
71 U.S. Capital Wealth Advisors, LLC 0.12% of their portfolio AUSTIN, TX 79,02179.0k $3.1m $3.1m 0.12% Reduced -20.5k -20,475
72 Advisors Asset Management, Inc. 0.06% of their portfolio Monument, CO 77,07077.1k $3.1m $3.1m 0.06% Added +3.1k +3,107
73 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 76,24876.2k $3.0m $3.0m 0.00% Added +12.0k +12,041
74 GraniteShares Advisors LLC 0.90% of their portfolio NEW YORK, NY 68,06668.1k $2.7m $2.7m 0.90% Added +8.5k +8,492
75 BlackRock Inc. 0.00% of their portfolio New York, NY 65,48765.5k $2.6m $2.6m 0.00% Unchanged
76 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 0.39% of their portfolio Fort Collins, CO 64,26664.3k $2.6m $2.6m 0.39% Added +1.8k +1,794
77 DIVIDEND ASSETS CAPITAL, LLC 0.49% of their portfolio Ridgeland, SC 60,42860.4k $2.4m $2.4m 0.49% Reduced -70 -70
78 ELCO Management Co., LLC 1.30% of their portfolio New York, NY 56,42156.4k $2.2m $2.2m 1.30% Reduced -2.5k -2,514
79 CHILTON CAPITAL MANAGEMENT LLC 0.10% of their portfolio HOUSTON, TX 54,67154.7k $2.2m $2.2m 0.10% Reduced -12.6k -12,649
80 WOLVERINE TRADING, LLC 0.04% of their portfolio CHICAGO, IL 54,30054.3k $2.2m $2.2m 0.04% New
81 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 52,33752.3k $2.1m $2.1m 0.01% Reduced -9.1k -9,106
82 ALBERT D MASON INC 1.31% of their portfolio BOSTON, MA 48,76048.8k $1.9m $1.9m 1.31% Added +333 +333
83 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.08% of their portfolio RICHMOND, VA 48,45548.5k $1.9m $1.9m 0.08% Unchanged
84 Pekin Hardy Strauss, Inc. 0.25% of their portfolio CHICAGO, IL 45,61545.6k $1.8m $1.8m 0.25% New
85 BASSO CAPITAL MANAGEMENT, L.P. 1.47% of their portfolio STAMFORD, CT 41,15041.1k $1.6m $1.6m 1.47% Unchanged
86 STEPHENS INC /AR/ 0.02% of their portfolio LITTLE ROCK, AR 40,91640.9k $1.6m $1.6m 0.02% Added +1 +1
87 Quantum Portfolio Management LLC 0.92% of their portfolio NEW YORK, NY 40,52640.5k $1.6m $1.6m 0.92% Reduced -3.3k -3,322
88 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 40,25840.3k $1.6m $1.6m 0.00% Added +2.5k +2,541
89 Pacer Advisors, Inc. 0.00% of their portfolio Malvern, PA 39,29739.3k $1.6m $1.6m 0.00% Reduced -1.6k -1,607
90 Lindbrook Capital, LLC 0.15% of their portfolio CALABASAS, CA 39,15639.2k $1.6m $1.6m 0.15% Added +1.7k +1,739
91 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 38,46038.5k $1.5m $1.5m 0.00% New
92 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.01% of their portfolio NEW YORK, NY 37,51537.5k $1.5m $1.5m 0.01% Reduced -550 -550
93 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 36,66436.7k $1.5m $1.5m 0.00% Added +7.7k +7,654
94 KEYBANK NATIONAL ASSOCIATION/OH 0.01% of their portfolio BROOKLYN, OH 36,24336.2k $1.4m $1.4m 0.01% Unchanged
95 CFM WEALTH PARTNERS LLC 0.26% of their portfolio AUSTIN, TX 35,04035.0k $1.4m $1.4m 0.26% Added +14.7k +14,680
96 Parkwood LLC 0.17% of their portfolio CLEVELAND, OH 34,42534.4k $1.4m $1.4m 0.17% Reduced -4.2k -4,211
97 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 34,38534.4k $1.4m $1.4m 0.01% Added +12.7k +12,747
98 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 33,46333.5k $1.3m $1.3m 0.01% Added +66 +66
99 Requisite Capital Management, LLC 0.29% of their portfolio DALLAS, TX 32,48632.5k $1.3m $1.3m 0.29% Reduced -749 -749
100 DAYMARK WEALTH PARTNERS, LLC 0.06% of their portfolio CINCINNATI, OH 31,30631.3k $1.2m $1.2m 0.06% New