Notable Holders of SUMmedia.com, Inc. (SUM)
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Expand Research on SUM
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* Does Not Fully Represent All Holders
| Fund | Title | Shares | % Owned | Source |
|---|---|---|---|---|
| VANGUARD GROUP INC | CL A | 11,788,367 | N/A | 13F |
| Capital Research & Management Co - Division 3 | CL A | 7,454,034 | N/A | 13F |
| DIMENSIONAL FUND ADVISORS LP | CL A | 5,979,261 | N/A | 13F |
| MACQUARIE GROUP LTD | CL A | 5,500,133 | N/A | 13F |
| JANUS CAPITAL MANAGEMENT LLC | COM | 4,076,189 | N/A | 13F |
| VICTORY CAPITAL MANAGEMENT INC | COM | 3,964,228 | N/A | 13F |
| Fidelity Investments | CL A | 3,166,552 | N/A | 13F |
| Clearbridge Advisors, LLC | CL A | 3,027,037 | N/A | 13F |
| Nuveen Asset Management, LLC | CL A | 2,632,667 | N/A | 13F |
| BlackRock Institutional Trust Company, N.A. | CL A | 2,473,589 | N/A | 13F |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | CL A | 2,390,384 | N/A | 13F |
| BlackRock Fund Advisors | CL A | 2,350,458 | N/A | 13F |
| GEODE CAPITAL MANAGEMENT LLC | CL A | 2,331,758 | N/A | 13F |
| CARILLON TOWER ADVISERS, INC. | COM | 2,180,026 | N/A | 13F |
| JENNISON ASSOCIATES LLC | CL A | 2,178,234 | N/A | 13F |
| MILLENNIUM MANAGEMENT LLC | CL A | 2,126,015 | N/A | 13F |
| EAGLE ASSET MANAGEMENT INC | Common Stock | 1,798,030 | N/A | 13F |
| SCHWAB CHARLES INVESTMENT MANAGEMENT INC | CL A | 1,341,897 | N/A | 13F |
| OPPENHEIMER FUNDS INC | CL A | 1,269,491 | N/A | 13F |
| Aristotle Capital Boston, LLC | CL A | 1,095,841 | N/A | 13F |
| MANUFACTURERES LIFE INSURANCE CO | CL A | 1,075,882 | N/A | 13F |
| SEGALL BRYANT & HAMILL | COM | 1,047,726 | N/A | 13F |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | COM | 869,443 | N/A | 13F |
| SASCO CAPITAL INC / CT/ | COM | 805,457 | N/A | 13F |
| THRIVENT FINANCIAL FOR LUTHERANS | CL A | 758,149 | N/A | 13F |
| Hood River Capital Management LLC | COMMON STOCKS | 753,349 | N/A | 13F |
| PARADIGM CAPITAL MANAGEMENT INC/NY | COM | 743,121 | N/A | 13F |
| Bank of New York Mellon CORP | CL A | 664,447 | N/A | 13F |
| ALGER FRED MANAGEMENT INC | Common | 635,637 | N/A | 13F |
| Mirae Asset Global Investments Co., Ltd. | CL A | 624,276 | N/A | 13F |
| DRIEHAUS CAPITAL MANAGEMENT LLC | COM | 592,982 | N/A | 13F |
| River Road Asset Management, LLC | COM | 592,602 | N/A | 13F |
| CONGRESS ASSET MANAGEMENT CO /MA | COM | 567,477 | N/A | 13F |
| ING INVESTMENT MANAGEMENT LLC | CL A | 499,792 | N/A | 13F |
| FRONTIER CAPITAL MANAGEMENT CO LLC | CL A | 479,592 | N/A | 13F |
| KORNITZER CAPITAL MANAGEMENT INC /KS | COM | 471,311 | N/A | 13F |
| Harvey Partners, LLC | CL A | 449,000 | N/A | 13F |
| ROYCE & ASSOCIATES LLC | CL A | 363,123 | N/A | 13F |
| D. E. Shaw & Co., INC. | CL A | 350,793 | N/A | 13F |
| NEW YORK STATE COMMON RETIREMENT FUND | Common Stock | 345,876 | N/A | 13F |
| BESSEMER GROUP INC | SC | 345,639 | N/A | 13F |
| Orchard Capital Managment, LLC | CL A | 342,019 | N/A | 13F |
| RUSSELL FRANK CO/ | Common Stocks | 322,630 | N/A | 13F |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION | CL A | 315,361 | N/A | 13F |
| Zenit Asset Management AB | CL A | 304,500 | N/A | 13F |
| TEACHERS ADVISORS INC | CS | 289,824 | N/A | 13F |
| BlackRock Investment Management, LLC | CL A | 286,541 | N/A | 13F |
| TIAA CREF INVESTMENT MANAGEMENT LLC | CS | 284,835 | N/A | 13F |
| RE ADVISERS CORP | CL A | 275,109 | N/A | 13F |
| PEREGRINE CAPITAL MANAGEMENT LLC | COM | 268,017 | N/A | 13F |
| Swiss National Bank | CL A | 258,715 | N/A | 13F |
| GUGGENHEIM CAPITAL LLC | CL A | 241,805 | N/A | 13F |
| Lodge Hill Capital, LLC | CL A | 227,354 | N/A | 13F |
| Zelman Capital LLC | Common Stock | 225,349 | N/A | 13F |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | CL A | 220,287 | N/A | 13F |
| MOODY ALDRICH PARTNERS LLC | CL A | 219,016 | N/A | 13F |
| Select Equity Group, L.P. | CL A | 218,142 | N/A | 13F |
| Congress Wealth Management LLC / DE / | CL A | 203,447 | N/A | 13F |
| Red Cedar Management, LP | CL A | 200,538 | N/A | 13F |
| CASTLEARK MANAGEMENT LLC | CL A | 197,396 | N/A | 13F |
| RHUMBLINE ADVISERS | COM | 196,994 | N/A | 13F |
| Madison Asset Management, LLC | COM | 161,259 | N/A | 13F |
| PARAMETRIC PORTFOLIO ASSOCIATES | Common Stock | 159,231 | N/A | 13F |
| FIRST TRUST ADVISORS LP | CL A | 158,910 | N/A | 13F |
| CREDIT SUISSE AG/ | CL A | 146,026 | N/A | 13F |
| First Washington CORP | CL A | 145,041 | N/A | 13F |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | COMMON STOCK | 144,321 | N/A | 13F |
| Knights of Columbus Asset Advisors LLC | COM | 143,824 | N/A | 13F |
| AH Lisanti Capital Growth, LLC | CL A | 136,530 | N/A | 13F |
| JOHN G ULLMAN & ASSOCIATES INC | COM | 130,126 | N/A | 13F |
| Woodline Partners LP | CL A | 124,668 | N/A | 13F |
| CARDINAL CAPITAL MANAGEMENT LLC /CT | CL A | 123,113 | N/A | 13F |
| KENNEDY CAPITAL MANAGEMENT INC | CLA | 122,758 | N/A | 13F |
| LEUTHOLD WEEDEN CAPITAL MANAGEMENT | CL A | 121,176 | N/A | 13F |
| UBS GLOBAL ASSET MANAGEMENT AMERICAS INC | EQUITY US CM | 120,496 | N/A | 13F |
| PUTNAM INVESTMENTS LLC | COMMON STOCK | 119,630 | N/A | 13F |
| Russell Investments Group, Ltd. | Common Stock | 113,653 | N/A | 13F |
| Emerald Acquisition Ltd. | Common Stocks | 110,014 | N/A | 13F |
| Rail-Splitter Capital Management, LLC | COM | 109,767 | N/A | 13F |
| Walleye Trading Advisors, LLC | CL A | 109,482 | N/A | 13F |
| LEGAL & GENERAL GROUP PLC | CL A | 108,703 | N/A | 13F |
| BlackRock Group LTD | CL A | 101,303 | N/A | 13F |
| BLACKROCK ADVISORS LLC | CL A | 100,428 | N/A | 13F |
| Portside Wealth Group, LLC | CL A | 92,136 | N/A | 13F |
| Cubist Systematic Strategies, LLC | CL A | 90,676 | N/A | 13F |
| ENVESTNET ASSET MANAGEMENT INC | CL A | 83,100 | N/A | 13F |
| DSAM Partners LLP | CL A | 82,901 | N/A | 13F |
| ExodusPoint Capital Management, LP | CL A | 82,627 | N/A | 13F |
| RAYMOND JAMES & ASSOCIATES | CL A | 81,382 | N/A | 13F |
| TUDOR INVESTMENT CORP ET AL | Equity | 79,098 | N/A | 13F |
| State of New Jersey Common Pension Fund D | CL A | 76,687 | N/A | 13F |
| DG Capital Management, LLC | CL A | 75,135 | N/A | 13F |
| Concentric Capital Strategies, LP | CL A | 71,690 | N/A | 13F |
| MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | COM | 69,383 | N/A | 13F |
| Steadfast Advisors | CL A | 67,795 | N/A | 13F |
| Man Group plc | CL A | 67,500 | N/A | 13F |
| Capital Analysts, Inc. | CL A | 66,549 | N/A | 13F |
| Her Majesty the Queen in Right of the Province of Alberta as represented by Alberta Investment Management Corp | CL A | 66,526 | N/A | 13F |
| Oliver Luxxe Assets LLC | CL A | 65,260 | N/A | 13F |
| Cipher Capital LP | CL A | 63,772 | N/A | 13F |
| MetLife Investment Advisors, LLC | CL A | 63,009 | N/A | 13F |
| DEUTSCHE BANK AG\ | CL A | 58,979 | N/A | 13F |
| LPL Financial LLC | CL A | 58,652 | N/A | 13F |
| Advisors Asset Management, Inc. | CL A | 58,124 | N/A | 13F |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | COM | 58,073 | N/A | 13F |
| BNP PARIBAS ARBITRAGE, SA | Equity | 51,721 | N/A | 13F |
| TOWNSQUARE CAPITAL LLC | CL A | 50,819 | N/A | 13F |
| Caption Management, LLC (CALL) | CL A | 50,000 | N/A | 13F |
| BALYASNY ASSET MANAGEMENT LLC | CL A | 49,917 | N/A | 13F |
| Robeco Investment Management, Inc. | CL A | 47,346 | N/A | 13F |
| HSBC HOLDINGS PLC | CL A | 45,026 | N/A | 13F |
| River Wealth Advisors LLC | CL A | 43,906 | N/A | 13F |
| Ensign Peak Advisors, Inc | CL A | 38,585 | N/A | 13F |
| PRINCETON CAPITAL MANAGEMENT INC | CL A | 36,982 | N/A | 13F |
| Waycross Investment Management Co | CL A | 36,897 | N/A | 13F |
| TEACHER RETIREMENT SYSTEM OF TEXAS | CL A | 36,832 | N/A | 13F |
| EFG Asset Management (North America) Corp. | CL A | 36,071 | N/A | 13F |
| Zurcher Kantonalbank (Zurich Cantonalbank) | CL A | 35,573 | N/A | 13F |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | CL A | 34,049 | N/A | 13F |
| Arizona State Retirement System | CL A | 33,374 | N/A | 13F |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | CL A | 29,894 | N/A | 13F |
| Raymond James Financial Services Advisors, Inc. | CL A | 29,607 | N/A | 13F |
| Valmark Advisers, Inc. | CL A | 29,353 | N/A | 13F |
| Graham Capital Management, L.P. | CL A | 28,457 | N/A | 13F |
| JANE STREET GROUP, LLC | CL A | 28,375 | N/A | 13F |
| Tuscan Ridge Asset Management LLC | CL A | 28,043 | N/A | 13F |
| GLENMEDE TRUST CO NA | CL A | 26,842 | N/A | 13F |
| Global X Management CO LLC | CL A | 26,780 | N/A | 13F |
| NATIXIS ASSET MANAGEMENT ADVISORS, L.P. | COM | 25,854 | N/A | 13F |
| Calamos Advisors LLC | CL A | 25,146 | N/A | 13F |
| SUFFOLK CAPITAL MANAGEMENT LLC | COM | 25,145 | N/A | 13F |
| Strengthening Families & Communities, LLC | COM | 24,413 | N/A | 13F |
| NJ State Employees Deferred Compensation Plan | CL A | 24,408 | N/A | 13F |
| Aperio Group, LLC | CL A | 23,758 | N/A | 13F |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | CL A | 22,577 | N/A | 13F |
| Lighthouse Investment Partners, LLC | CL A | 22,390 | N/A | 13F |
| Spot Trading L.L.C | CL A | 22,057 | N/A | 13F |
| COMMONWEALTH EQUITY SERVICES, LLC. | CL A | 21,975 | N/A | 13F |
| Xact Kapitalforvaltning AB | COM | 21,364 | N/A | 13F |
| Steward Partners Investment Advisory, LLC | CL A | 21,249 | N/A | 13F |
| ACADIAN ASSET MANAGEMENT LLC | CL A | 20,858 | N/A | 13F |
| MOODY NATIONAL BANK TRUST DIVISION | CL A | 18,820 | N/A | 13F |
| DUALITY ADVISERS, LP | CL A | 15,803 | N/A | 13F |
| CAPTRUST FINANCIAL ADVISORS | Stock | 15,767 | N/A | 13F |
| Winton Capital Group Ltd | CL A | 15,579 | N/A | 13F |
| HighTower Advisors, LLC | CL A | 15,559 | N/A | 13F |
| ProShare Advisors LLC | CL A | 15,548 | N/A | 13F |
| LAZARD ASSET MANAGEMENT LLC | Common Stock | 15,224 | N/A | 13F |
| GROUP ONE TRADING, L.P. (CALL) | CL A | 14,900 | N/A | 13F |
| PICTET ASSET MANAGEMENT SA | CL A | 14,717 | N/A | 13F |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | CL A | 14,466 | N/A | 13F |
| Amalgamated Financial Corp. | COM | 14,440 | N/A | 13F |
| SHEETS SMITH WEALTH MANAGEMENT | CL A | 14,219 | N/A | 13F |
| JustInvest LLC | CL A | 14,084 | N/A | 13F |
| Creative Planning | CL A | 13,448 | N/A | 13F |
| Centiva Capital, LP | CL A | 12,921 | N/A | 13F |
| Janney Capital Management LLC | Common Stock | 12,810 | N/A | 13F |
| Sagefield Capital LP | CL A | 12,700 | N/A | 13F |
| Dorsey & Whitney Trust CO LLC | CL A | 12,652 | N/A | 13F |
| IndexIQ Advisors LLC | CL A | 12,561 | N/A | 13F |
| TWINBEECH CAPITAL LP | CL A | 12,522 | N/A | 13F |
| Dynamic Technology Lab Private Ltd | CL A | 12,236 | N/A | 13F |
| Nair Vinay | C COM | 11,777 | N/A | 13F |
| Alliance Wealth Advisors, LLC /UT | CL A | 11,765 | N/A | 13F |
| AMALGAMATED BANK | COM | 11,677 | N/A | 13F |
| Ergoteles LLC | CL A | 11,401 | N/A | 13F |
| InterOcean Capital Group, LLC | Stock | 11,361 | N/A | 13F |
| CLS Investments, LLC | CL A | 11,006 | N/A | 13F |
| Cupps Capital Management, LLC | COM | 10,679 | N/A | 13F |
| Orion Portfolio Solutions, LLC | CL A | 10,579 | N/A | 13F |
| STRS OHIO | COM | 10,200 | N/A | 13F |
| CarsonAllaria Wealth Management, Ltd. | CL A | 10,170 | N/A | 13F |
| Interval Partners, LLC | CL A | 10,000 | N/A | 13F |
| Signature Financial Management, Inc. | CL A | 10,000 | N/A | 13F |
| Summit Investment Advisors, Inc. | COM | 9,872 | N/A | 13F |
| Connacht Asset Management LP | CL A | 9,736 | N/A | 13F |
| Neo Ivy Capital Management | stock | 9,560 | N/A | 13F |
| EP Wealth Advisors, Inc. | CL A | 9,441 | N/A | 13F |
| Kaizen Financial Strategies | CL A | 9,440 | N/A | 13F |
| STATE OF WISCONSIN INVESTMENT BOARD | CL A | 9,394 | N/A | 13F |
| Handelsbanken Fonder AB | COM | 9,300 | N/A | 13F |
| Quantbot Technologies LLC | COM | 9,227 | N/A | 13F |
| NEOS Investment Management LLC | CL A | 8,856 | N/A | 13F |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | CL A | 8,778 | N/A | 13F |
| Legato Capital Management LLC | COM | 8,750 | N/A | 13F |
| PICTET ASSET MANAGEMENT LTD | CL A | 8,700 | N/A | 13F |
| FCA CORP /TX | COM | 8,680 | N/A | 13F |
| Edgestream Partners, L.P. | CL A | 8,627 | N/A | 13F |
| HRT FINANCIAL LLC | CL A | 8,481 | N/A | 13F |
| NISA INVESTMENT ADVISORS L L C | COM | 8,337 | N/A | 13F |
| CWM Advisors, LLC | CL A | 8,325 | N/A | 13F |
| American Portfolios Advisors | CL A | 8,016 | N/A | 13F |
| FIRST MERCANTILE TRUST CO | COM | 7,833 | N/A | 13F |
| Advisor Group, Inc. | CL A | 7,811 | N/A | 13F |
| Cambridge Investment Research Advisors, Inc. | MATLS INC CL A | 7,804 | N/A | 13F |
| FIFTH LANE CAPITAL, LP | CL A | 7,800 | N/A | 13F |
| Mount Yale Investment Advisors, LLC | CL A | 7,498 | N/A | 13F |
| American Trust | Equities | 7,402 | N/A | 13F |
| FourThought Financial, LLC | Stock | 7,169 | N/A | 13F |
| FIS GROUP, INC. | CL A | 7,062 | N/A | 13F |
| Linden Thomas Advisory Services, LLC | CL A | 6,576 | N/A | 13F |
| FIRST HAWAIIAN BANK | CL A | 6,524 | N/A | 13F |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | CL A | 6,416 | N/A | 13F |
| BAKER TILLY FINANCIAL, LLC | CL A | 6,305 | N/A | 13F |
| Campbell & CO Investment Adviser LLC | Common Stock | 6,281 | N/A | 13F |
| Moors & Cabot, Inc. | CL A | 6,126 | N/A | 13F |
| FDx Advisors, Inc. | Common Stock | 5,954 | N/A | 13F |
| Rather & Kittrell, Inc. | CL A | 5,941 | N/A | 13F |
| Financial Network | CL A | 5,741 | N/A | 13F |
| MONECO Advisors, LLC | CL A | 5,616 | N/A | 13F |
| MANAGED ACCOUNT ADVISORS LLC | CL A | 5,535 | N/A | 13F |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | CL A | 4,792 | N/A | 13F |
| SPOT TRADING L.L.C. (PUT) | CL A | 4,500 | N/A | 13F |
| Allspring Global Investments Holdings, LLC | CL A | 4,188 | N/A | 13F |
| GENWORTH FINANCIAL WEALTH MANAGEMENT, INC | CL A | 4,153 | N/A | 13F |
| SHELL ASSET MANAGEMENT CO | CL A | 3,869 | N/A | 13F |
| LADENBURG THALMANN FINANCIAL SERVICES INC | CL A | 3,618 | N/A | 13F |
| NATIXIS | CL A | 3,353 | N/A | 13F |
| Lindbrook Capital, LLC | Stock | 3,214 | N/A | 13F |
| Walleye Trading LLC | CL A | 3,109 | N/A | 13F |
| Tower Research Capital LLC | CL A | 2,819 | N/A | 13F |
| SIMPLEX TRADING, LLC | COM | 2,783 | N/A | 13F |
| CoreFirst Bank & Trust | Com | 2,651 | N/A | 13F |
| HARBOR INVESTMENT ADVISORY, LLC | Stock | 2,545 | N/A | 13F |
| Eagle Bay Advisors LLC | Equities | 2,227 | N/A | 13F |
| BlackRock Japan Co. Ltd | CL A | 2,041 | N/A | 13F |
| Baker Avenue Asset Management, LP | Stock | 1,525 | N/A | 13F |
| NEXT Financial Group, Inc | CL A | 1,485 | N/A | 13F |
| QUADRANT CAPITAL GROUP LLC | CL A | 1,453 | N/A | 13F |
| NOMURA ASSET MANAGEMENT CO LTD | CL A | 1,118 | N/A | 13F |
| WFG Advisors, LP | CL A | 1,027 | N/A | 13F |
| Register Financial Advisors LLC | CL A | 1,017 | N/A | 13F |
| Geneos Wealth Management Inc. | CL A | 1,016 | N/A | 13F |
| PineBridge Investments Ltd | COM | 1,015 | N/A | 13F |
| HARBOR CAPITAL ADVISORS, INC. | COM | 1,006 | N/A | 13F |
| BENJAMIN EDWARDS INC | CL A | 939 | N/A | 13F |
| Private Capital Group, LLC | Common Stock | 747 | N/A | 13F |
| Goss Wealth Management LLC | Common Stock | 709 | N/A | 13F |
| GODSEY & GIBB ASSOCIATES | CL A | 528 | N/A | 13F |
| Stephens Consulting, LLC | CL A | 508 | N/A | 13F |
| CENTRAL TRUST & INVESTMENT CO | CL A | 508 | N/A | 13F |
| HHM Wealth Advisors, LLC | CL A | 476 | N/A | 13F |
| Hanson McClain, Inc. | CL A | 466 | N/A | 13F |
| CWM, LLC | CL A | 455 | N/A | 13F |
| SIGNATUREFD, LLC | CL A | 360 | N/A | 13F |
| PRIVATE TRUST CO NA | Com | 325 | N/A | 13F |
| Bell Investment Advisors, Inc | CL A | 285 | N/A | 13F |
| V-Square Quantitative Management LLC | A | 263 | N/A | 13F |
| Ronald Blue Trust, Inc. | CL A | 238 | N/A | 13F |
| Carroll Financial Associates, Inc. | Stock | 148 | N/A | 13F |
| WHITTIER TRUST CO | US SMALL-CAP EQUITIES | 142 | N/A | 13F |
| Parallel Advisors, LLC | Stock | 137 | N/A | 13F |
| Berman Capital Advisors, LLC | Stock | 116 | N/A | 13F |
| Parkside Financial Bank & Trust | CL A | 108 | N/A | 13F |
| JFS WEALTH ADVISORS, LLC | CL A | 106 | N/A | 13F |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | COMMON STOCK | 101 | N/A | 13F |
| New England Capital Financial Advisors LLC | CL A | 101 | N/A | 13F |
| Concord Wealth Partners | CL A | 99 | N/A | 13F |
| HUNTINGTON NATIONAL BANK | COMMON STOCK | 80 | N/A | 13F |
| ARLINGTON PARTNERS LLC | COM | 73 | N/A | 13F |
| Highstreet Asset Management Inc. | Common Stock | 67 | N/A | 13F |
| Global Retirement Partners, LLC | CL A | 67 | N/A | 13F |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | CL A | 47 | N/A | 13F |
| AdvisorNet Financial, Inc | Stock | 34 | N/A | 13F |
| FTB Advisors, Inc. | COMMON STOCK | 30 | N/A | 13F |
| Disciplined Investments, LLC | Stock | 28 | N/A | 13F |
| SJS Investment Consulting Inc. | CL A | 26 | N/A | 13F |
| Versant Capital Management, Inc | Stock | 24 | N/A | 13F |
| EverSource Wealth Advisors, LLC | Stock | 19 | N/A | 13F |
| WASHINGTON TRUST CO | CL A | 18 | N/A | 13F |
| 25 LLC | CL A | 15 | N/A | 13F |
| MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 9 | N/A | 13F |
| Covestor Ltd | COMMON | 9 | N/A | 13F |
| Glassman Wealth Services | CL A | 8 | N/A | 13F |
| TFO-TDC, LLC | CL A | 6 | N/A | 13F |
| Fieldpoint Private Securities, LLC | Stock | 0 | N/A | 13F |
