Adams Diversified Equity Fund, Inc.(ADX)

$25.86—

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Adams Diversified Equity Fund, Inc.(ADX)

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$25.86—

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ADX(ADX)

ADX

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Institutional Ownership

Top 296 Institutional Holders

Holder	Shares	Date	Change	% Held
LAZARD ASSET MANAGEMENT LLC	3.21M	Jun 30, 26	-359.20K	2.64%
RAYMOND JAMES FINANCIAL INC	1.32M	Jun 30, 26	+25.63K	1.09%
Bensler, LLC	1.13M	Jun 30, 26	+74.64K	0.93%
COHEN & STEERS, INC.	1.10M	Jun 30, 26	-20.00K	0.91%
LPL Financial LLC	1.02M	Jun 30, 26	+629.90K	0.84%
ROYAL BANK OF CANADA	953.10K	Jun 30, 26	-27.23K	0.79%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	846.40K	Jun 30, 26	-47.80K	0.70%
MORGAN STANLEY	768.74K	Jun 30, 26	-394.53K	0.63%
STIFEL FINANCIAL CORP	413.32K	Jun 30, 26	-4.22K	0.34%
Advisors Asset Management, Inc.	401.67K	Jun 30, 26	+2.73K	0.33%
Waterfront Wealth Inc.	345.42K	Jun 30, 26	-34.27K	0.28%
ARQ WEALTH ADVISORS, LLC	334.88K	Jun 30, 26	+109.73K	0.28%
BANK OF AMERICA CORP /DE/	320.46K	Jun 30, 26	+36.47K	0.26%
WELLS FARGO & COMPANY/MN	295.05K	Jun 30, 26	+3.63K	0.24%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	279.40K	Jun 30, 26	+7.95K	0.23%
INTREPID FAMILY OFFICE LLC	278.23K	Jun 30, 26	+5.23K	0.23%
Hennion & Walsh Asset Management, Inc.	275.75K	Jun 30, 26	-25.45K	0.23%
AMERIPRISE FINANCIAL INC	272.28K	Jun 30, 26	-44.95K	0.22%
MAI Capital Management	221.47K	Jun 30, 26	+221.47K	0.18%
RB Capital Management, LLC	211.30K	Jun 30, 26	+4.23K	0.17%
ADVISOR GROUP HOLDINGS, INC.	201.22K	Jun 30, 26	+3.31K	0.17%
FCA CORP /TX	200.25K	Jun 30, 26	+16.12K	0.17%
JONES FINANCIAL COMPANIES LLLP	197.84K	Jun 30, 26	+36.79K	0.16%
UMB Bank, n.a.	192.52K	Jun 30, 26	-15.59K	0.16%
Uncommon Cents Investing LLC	181.27K	Jun 30, 26	-635	0.15%
Integrated Wealth Concepts LLC	162.59K	Jun 30, 26	+41.61K	0.13%
ROBERTS GLORE & CO INC /IL/	160.81K	Jun 30, 26	+2.99K	0.13%
Cetera Investment Advisers	150.24K	Jun 30, 26	+3.48K	0.12%
D.A. DAVIDSON & CO.	146.27K	Jun 30, 26	+469	0.12%
1607 Capital Partners, LLC	143.34K	Jun 30, 26	-172.59K	0.12%
GENERAL AMERICAN INVESTORS CO INC	131.12K	Jun 30, 26	--	0.11%
INDEPENDENT FINANCIAL GROUP, LLC	129.16K	Jun 30, 26	-16.11K	0.11%
UBS Group AG	129.03K	Jun 30, 26	+18.21K	0.11%
Stolper Co	107.59K	Jun 30, 26	+3.91K	0.09%
Colony Group, LLC	99.52K	Jun 30, 26	-4.63K	0.08%
Providence Wealth Advisors, LLC	98.95K	Jun 30, 26	--	0.08%
GUGGENHEIM CAPITAL LLC	91.83K	Jun 30, 26	+38.59K	0.08%
Concurrent Investment Advisors, LLC	86.35K	Jun 30, 26	+8.93K	0.07%
Westbourne Investment Advisors, Inc.	83.80K	Jun 30, 26	+400	0.07%
Atlas Wealth LLC	82.34K	Jun 30, 26	+82.34K	0.07%
COMMONWEALTH EQUITY SERVICES, LLC	77.02K	Jun 30, 26	+4.07K	0.06%
Waverly Advisors, LLC	68.19K	Jun 30, 26	-5.01K	0.06%
Invesco Ltd.	67.19K	Jun 30, 26	+19.12K	0.06%
MERCER GLOBAL ADVISORS INC /ADV	65.95K	Jun 30, 26	+7.58K	0.05%
Diversified Trust Co	65.35K	Jun 30, 26	--	0.05%
Samalin Investment Counsel, LLC	65.11K	Jun 30, 26	+29.05K	0.05%
HighTower Advisors, LLC	63.93K	Jun 30, 26	-342	0.05%
DELTA CAPITAL MANAGEMENT LLC	63.80K	Jun 30, 26	-41.66K	0.05%
MEANS INVESTMENT CO., INC.	62.53K	Jun 30, 26	--	0.05%
Koshinski Asset Management, Inc.	61.91K	Jun 30, 26	+871	0.05%
Steward Partners Investment Advisory, LLC	61.57K	Jun 30, 26	+8.30K	0.05%
Janney Montgomery Scott LLC	56.98K	Jun 30, 26	+1.56K	0.05%
Wealthspire Advisors, LLC	52.73K	Jun 30, 26	+1.51K	0.04%
Mariner, LLC	51.63K	Jun 30, 26	+10.98K	0.04%
WEST BANCORPORATION INC	49.49K	Jun 30, 26	+2.60K	0.04%
Private Advisor Group, LLC	49.43K	Jun 30, 26	+34.19K	0.04%
Lido Advisors, LLC	47.81K	Jun 30, 26	+168	0.04%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	47.75K	Jun 30, 26	+22.03K	0.04%
Capital Investment Advisors, LLC	47.63K	Jun 30, 26	--	0.04%
JPMORGAN CHASE & CO	47.24K	Jun 30, 26	+162	0.04%
Savant Capital, LLC	46.95K	Jun 30, 26	-5.69K	0.04%
LexAurum Advisors, LLC	46.38K	Jun 30, 26	+16.70K	0.04%
Cambridge Investment Research Advisors, Inc.	45.13K	Jun 30, 26	+10.79K	0.04%
Midwest Trust Co	44.94K	Jun 30, 26	+843	0.04%
MASSMUTUAL TRUST CO FSB/ADV	44.94K	Jun 30, 26	+843	0.04%
Capstone Financial Advisors, Inc.	43.42K	Jun 30, 26	+447	0.04%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	40.26K	Jun 30, 26	+1.00K	0.03%
OPPENHEIMER & CO INC	40.12K	Jun 30, 26	-1.96K	0.03%
Ancora Advisors, LLC	40.05K	Jun 30, 26	-13.85K	0.03%
Concorde Asset Management, LLC	39.66K	Jun 30, 26	+760	0.03%
RFG - Bristol Wealth Advisors, LLC	38.51K	Jun 30, 26	--	0.03%
FIFTH THIRD BANCORP	36.83K	Jun 30, 26	-121	0.03%
UHLMANN PRICE SECURITIES, LLC	34.72K	Jun 30, 26	+527	0.03%
Prostatis Group LLC	34.69K	Jun 30, 26	+652	0.03%
Merit Financial Group, LLC	34.20K	Jun 30, 26	-2.15K	0.03%
MML INVESTORS SERVICES, LLC	34.09K	Jun 30, 26	+722	0.03%
NewEdge Advisors, LLC	33.61K	Jun 30, 26	-204	0.03%
Joel Isaacson & Co., LLC	33.49K	Jun 30, 26	--	0.03%
Cerity Partners LLC	32.29K	Jun 30, 26	+123	0.03%
Peak Asset Management, LLC	32.20K	Jun 30, 26	+32.20K	0.03%
Kovack Advisors, Inc.	31.97K	Jun 30, 26	+1.70K	0.03%
Navis Wealth Advisors, LLC	30.95K	Jun 30, 26	+30.95K	0.03%
XTX Topco Ltd	30.46K	Jun 30, 26	-5.11K	0.03%
Creative Planning	29.08K	Jun 30, 26	-8.63K	0.02%
Quad-Cities Investment Group, LLC	29.03K	Jun 30, 26	+545	0.02%
Ronald Blue Trust, Inc.	28.47K	Jun 30, 26	+535	0.02%
Cannon Advisors, Inc.	28.41K	Jun 30, 26	+6.52K	0.02%
Farmers National Bank	27.23K	Jun 30, 26	--	0.02%
Turtle Creek Wealth Advisors, LLC	25.98K	Jun 30, 26	-2.13K	0.02%
CI Private Wealth, LLC	25.46K	Jun 30, 26	-792	0.02%
LEE DANNER & BASS INC	25.00K	Jun 30, 26	--	0.02%
J.W. COLE ADVISORS, INC.	24.30K	Jun 30, 26	+24.30K	0.02%
HARBOUR INVESTMENTS, INC.	23.56K	Jun 30, 26	+147	0.02%
Uniting Wealth Partners, LLC	23.19K	Jun 30, 26	+436	0.02%
Pensionmark Financial Group, LLC	22.66K	Jun 30, 26	+54	0.02%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	22.45K	Jun 30, 26	+22.45K	0.02%
EP Wealth Advisors, LLC	22.32K	Jun 30, 26	+2.05K	0.02%
Savvy Advisors, Inc.	22.10K	Jun 30, 26	--	0.02%
KING LUTHER CAPITAL MANAGEMENT CORP	21.96K	Jun 30, 26	--	0.02%
AQR CAPITAL MANAGEMENT LLC	21.76K	Jun 30, 26	+21.76K	0.02%
Mezzasalma Advisors, LLC	21.00K	Jun 30, 26	+340	0.02%
Stratos Wealth Partners, LTD.	20.76K	Jun 30, 26	+5.16K	0.02%
RETIREMENT PLANNING GROUP, LLC / NY	20.30K	Jun 30, 26	+20.30K	0.02%
KINGSWOOD WEALTH ADVISORS, LLC	19.31K	Jun 30, 26	+4.01K	0.02%
Sage Capital Advisors,llc	18.72K	Jun 30, 26	+350	0.02%
Allegheny Financial Group LTD	18.47K	Jun 30, 26	--	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	18.29K	Jun 30, 26	+120	0.02%
WESBANCO BANK INC	17.77K	Jun 30, 26	+3	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	17.29K	Jun 30, 26	-11.37K	0.01%
MinichMacGregor Wealth Management, LLC	17.17K	Jun 30, 26	+306	0.01%
CAPTRUST FINANCIAL ADVISORS	17.17K	Jun 30, 26	+870	0.01%
MCDONALD PARTNERS LLC	17.08K	Jun 30, 26	--	0.01%
Intrua Financial, LLC	16.98K	Jun 30, 26	+16.98K	0.01%
REGIONS FINANCIAL CORP	16.22K	Jun 30, 26	-450	0.01%
PARK AVENUE SECURITIES LLC	16.03K	Jun 30, 26	-2.09K	0.01%
Pathstone Holdings, LLC	15.34K	Jun 30, 26	--	0.01%
NewEdge Wealth, LLC	14.81K	Jun 30, 26	--	0.01%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	14.54K	Jun 30, 26	-1.72K	0.01%
K2 PRINCIPAL FUND, L.P.	14.52K	Jun 30, 26	-2.67K	0.01%
Generation Capital Management LLC	13.83K	Jun 30, 26	+247	0.01%
SMH CAPITAL ADVISORS INC	13.28K	Jun 30, 26	+126	0.01%
Brookstone Capital Management	13.18K	Jun 30, 26	+1.45K	0.01%
MSH Capital Advisors LLC	12.94K	Jun 30, 26	+12.94K	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	12.80K	Jun 30, 26	+1.24K	0.01%
Kestra Advisory Services, LLC	12.77K	Jun 30, 26	-189.23K	0.01%
FOUNDERS CAPITAL MANAGEMENT, LLC	12.37K	Jun 30, 26	+223	0.01%
CITADEL ADVISORS LLC	11.98K	Jun 30, 26	+11.98K	0.01%
BANK OF MONTREAL /CAN/	11.89K	Jun 30, 26	--	0.01%
CHOREO, LLC	11.88K	Jun 30, 26	-4.41K	0.01%
BESSEMER GROUP INC	11.53K	Jun 30, 26	+11.53K	0.01%
TRUIST FINANCIAL CORP	11.52K	Jun 30, 26	-1.48K	0.01%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	11.40K	Jun 30, 26	+195	0.01%
Abel Hall, LLC	11.20K	Jun 30, 26	--	0.01%
Bryn Mawr Capital Management, LLC	11.05K	Jun 30, 26	--	0.01%
Equitable Holdings, Inc.	10.89K	Jun 30, 26	-1	0.01%
Snowden Capital Advisors LLC	10.83K	Jun 30, 26	+202	0.01%
SILVERLAKE WEALTH MANAGEMENT LLC	10.82K	Jun 30, 26	--	0.01%
Blue Chip Partners, LLC	10.74K	Jun 30, 26	+10.74K	0.01%
Benchmark Financial Wealth Advisors, LLC	10.44K	Jun 30, 26	--	0.01%
Bernicke Wealth Management, Ltd.	10.41K	Jun 30, 26	+196	0.01%
VISTA INVESTMENT PARTNERS II, LLC	10.39K	Jun 30, 26	--	0.01%
CRA Financial Services, LLC	10.00K	Jun 30, 26	--	0.01%
Post Resch Tallon Group Inc.	9.92K	Jun 30, 26	+9.92K	0.01%
Sequoia Financial Advisors, LLC	9.82K	Jun 30, 26	+676	0.01%
Valmark Advisers, Inc.	9.80K	Jun 30, 26	--	0.01%
StoneX Group Inc.	9.72K	Jun 30, 26	-2.88K	0.01%
ENVESTNET ASSET MANAGEMENT INC	9.50K	Jun 30, 26	-224	0.01%
Pinion Investment Advisors, LLC	9.39K	Jun 30, 26	--	0.01%
GoalVest Advisory LLC	9.39K	Jun 30, 26	--	0.01%
Dana Investment Advisors, Inc.	9.16K	Jun 30, 26	+9.16K	0.01%
Tradewinds Capital Management, LLC	8.88K	Jun 30, 26	+3	0.01%
Allworth Financial LP	8.40K	Jun 30, 26	+137	0.01%
Modern Wealth Management, LLC	8.34K	Jun 30, 26	+8.34K	0.01%
Confluence Wealth Services, Inc.	8.33K	Jun 30, 26	+8.33K	0.01%
IFP Advisors, Inc	8.15K	Jun 30, 26	+1.89K	0.01%
Hudock, Inc.	8.10K	Jun 30, 26	+8.10K	0.01%
Strategic Family Wealth Counselors, L.L.C.	8.09K	Jun 30, 26	+8.09K	0.01%
US BANCORP \DE\	8.05K	Jun 30, 26	+127	0.01%
Lakeridge Wealth Management LLC	8.00K	Jun 30, 26	+8.00K	0.01%
Kingsview Wealth Management, LLC	7.90K	Jun 30, 26	+7.90K	0.01%
FINANCIAL CONSULATE, INC	7.81K	Jun 30, 26	+146	0.01%
Glen Eagle Advisors, LLC	6.20K	Jun 30, 26	+95	0.01%
FIRST COMMUNITY TRUST NA	4.68K	Jun 30, 26	--	0.00%
First Command Advisory Services, Inc.	4.42K	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	3.97K	Jun 30, 26	+3.17K	0.00%
Rockefeller Capital Management L.P.	3.28K	Jun 30, 26	+1.40K	0.00%
LRI Investments, LLC	3.17K	Jun 30, 26	+58	0.00%
Buck Wealth Strategies, LLC	3.04K	Jun 30, 26	+3.04K	0.00%
ASSETMARK, INC	2.04K	Jun 30, 26	--	0.00%
Archer Investment Corp	1.89K	Jun 30, 26	--	0.00%
JPL Wealth Management, LLC	1.47K	Jun 30, 26	+1.47K	0.00%
HAGER INVESTMENT MANAGEMENT SERVICES, LLC	1.45K	Jun 30, 26	+1.45K	0.00%
SIGNATUREFD, LLC	1.44K	Jun 30, 26	+1.44K	0.00%
ROTHSCHILD INVESTMENT LLC	1.42K	Jun 30, 26	+26	0.00%
Farther Finance Advisors, LLC	1.40K	Jun 30, 26	--	0.00%
Westfuller Advisors, LLC	1.35K	Jun 30, 26	+26	0.00%
TRUST CO OF VERMONT	1.20K	Jun 30, 26	+1.20K	0.00%
Atlantic Union Bankshares Corp	1.18K	Jun 30, 26	--	0.00%
Institute for Wealth Management, LLC.	1.12K	Jun 30, 26	+1.12K	0.00%
ATWOOD & PALMER INC	1.06K	Jun 30, 26	--	0.00%
Millstone Evans Group, LLC	1.04K	Jun 30, 26	+19	0.00%
SRS Capital Advisors, Inc.	970	Jun 30, 26	+970	0.00%
BlackRock, Inc.	963	Jun 30, 26	+766	0.00%
Larson Financial Group LLC	886	Jun 30, 26	-335	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	645	Jun 30, 26	+642	0.00%
Dunhill Financial, LLC	644	Jun 30, 26	+12	0.00%
Bangor Savings Bank	633	Jun 30, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	544	Jun 30, 26	--	0.00%
MATHER GROUP, LLC.	532	Jun 30, 26	--	0.00%
ARMSTRONG ADVISORY GROUP, INC	500	Jun 30, 26	--	0.00%
Thomas J. Herzfeld Advisors, Inc.	320	Jun 30, 26	+6	0.00%
Hilltop National Bank	317	Jun 30, 26	--	0.00%
ROCKY MOUNTAIN ADVISERS, LLC	313	Jun 30, 26	--	0.00%
Spectrum Wealth Advisory Group, LLC	253	Jun 30, 26	+253	0.00%
CoreCap Advisors, LLC	219	Jun 30, 26	-41	0.00%
Morton Brown Family Wealth, LLC	194	Jun 30, 26	--	0.00%
MARYLAND CAPITAL ADVISORS INC.	175	Jun 30, 26	+175	0.00%
WHITTIER TRUST CO	105	Jun 30, 26	--	0.00%
Russell Investments Group, Ltd.	64	Jun 30, 26	+1	0.00%
Global Retirement Partners, LLC	20	Jun 30, 26	+20	0.00%
CITIGROUP INC	5	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1	Jun 30, 26	--	0.00%
WPG Advisers, LLC	1	Jun 30, 26	-418	0.00%
Western Wealth Management, LLC	--	Jun 30, 26	-6.08K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-695	--
Pinnacle Wealth Planning Services, Inc.	--	Jun 30, 26	-1.03K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-26.90K	--
Horizon Investments, LLC	--	Jun 30, 26	-12.89K	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-12	--
EXCHANGE TRADED CONCEPTS, LLC	--	Jun 30, 26	-12.89K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-16.32K	--
RESOURCES MANAGEMENT CORP /CT/ /ADV	--	Jun 30, 26	-4.05K	--
Independent Advisor Alliance	--	Jun 30, 26	-10.85K	--
Allspring Global Investments Holdings, LLC	--	Jun 30, 26	-382.30K	--
SEGALL BRYANT & HAMILL, LLC	--	Jun 30, 26	-11.97K	--
MILLENNIUM MANAGEMENT LLC	--	Jun 30, 26	-27.98K	--
Scarborough Advisors, LLC	--	Jun 30, 26	-3.50K	--
TWIN FOCUS CAPITAL PARTNERS, LLC	--	Jun 30, 26	-12.71K	--
Advisory Services Network, LLC	--	Jun 30, 26	-1.01K	--
Virtu Financial LLC	--	Jun 30, 26	-10.29K	--
Root Financial Partners, LLC	--	Jun 30, 26	-81	--
Sterling Manor Financial, LLC	12.60K	Mar 31, 26	+12.60K	0.01%
CWM, LLC	12.16K	Mar 31, 26	+1.11K	0.01%
Sunbelt Securities, Inc.	7.80K	Mar 31, 26	+7.80K	0.01%
Cherry Tree Wealth Management, LLC	--	Mar 31, 26	-252	--
Vantage Financial Partners, LLC	10.33K	Dec 31, 25	+204	0.01%
COMERICA BANK	3.54K	Dec 31, 25	-887	0.00%
CIBC Private Wealth Group, LLC	1.01K	Dec 31, 25	-7.94K	0.00%
WETHERBY ASSET MANAGEMENT INC	13.20K	Sep 30, 25	+1.00K	0.01%
Kathleen S. Wright Associates Inc.	665	Sep 30, 25	--	0.00%
Glenmede Investment Management, LP	--	Sep 30, 25	-1.00K	--
Priebe Wealth Holdings LLC	149.36K	Jun 30, 25	-31.91K	0.12%
Atria Wealth Solutions, Inc.	24.71K	Jun 30, 25	-16.84K	0.02%
Capital Market Strategies LLC	20.11K	Jun 30, 25	-1.02K	0.02%
Transform Wealth, LLC	21.58K	Mar 31, 25	--	0.02%
Sandy Spring Bank	975	Mar 31, 25	--	0.00%
HTLF Bank	246.50K	Dec 31, 24	+14.78K	0.20%
Cassady Schiller Wealth Management, LLC	7.00K	Dec 31, 24	--	0.01%
RE Dickinson Investment Advisors, LLC	288	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	555.82K	Sep 30, 24	-6.31K	0.46%
RAYMOND JAMES & ASSOCIATES	372.17K	Sep 30, 24	-159.29K	0.31%
9258 Wealth Management, LLC	59.39K	Sep 30, 24	+1.12K	0.05%
RAYMOND JAMES TRUST N.A.	28.48K	Sep 30, 24	-1.53K	0.02%
BENJAMIN F. EDWARDS & COMPANY, INC.	3.74K	Jun 30, 24	--	0.00%
ICA Group Wealth Management, LLC	1.35K	Jun 30, 24	--	0.00%
Cetera Advisor Networks LLC	111.72K	Mar 31, 24	-615	0.09%
Cetera Advisors LLC	24.10K	Mar 31, 24	+24.10K	0.02%
Eudaimonia Partners, LLC	10.00K	Mar 31, 24	--	0.01%
DUBUQUE BANK & TRUST CO	383.91K	Sep 30, 23	-68.99K	0.32%
ADVISOR PARTNERS II, LLC	198.16K	Sep 30, 23	+198.16K	0.16%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	21.23K	Sep 30, 23	--	0.02%
PATHSTONE FAMILY OFFICE, LLC	16.16K	Sep 30, 23	+16.16K	0.01%
Steward Financial Group LLC	--	Sep 30, 23	-1.35K	--
Intercontinental Wealth Advisors, LLC	19.81K	Jun 30, 23	--	0.02%
Veritable, L.P.	14.18K	Jun 30, 23	--	0.01%
PIERSHALE FINANCIAL GROUP, INC.	1.92K	Jun 30, 23	+6	0.00%
BDO Wealth Advisors, LLC	--	Jun 30, 23	-3.96K	--
SECURITY ASSET MANAGEMENT	27.17K	Mar 31, 23	+27.17K	0.02%
Clear Perspectives Financial Planning, LLC	456	Mar 31, 23	--	0.00%
Sargent Bickham Lagudis LLC	1.00K	Dec 31, 22	--	0.00%
Hightower 6M Holding, LLC	84.32K	Sep 30, 22	+84.32K	0.07%
Covington Capital Management	35.81K	Sep 30, 22	--	0.03%
American Portfolios Advisors	1.50K	Sep 30, 22	-841	0.00%
FourThought Financial, LLC	--	Sep 30, 22	-33	--
PARAMETRIC PORTFOLIO ASSOCIATES LLC	2.91M	Mar 31, 22	+68.29K	2.39%
6 Meridian	45.27K	Dec 31, 21	-91.78K	0.04%
NEXT Financial Group, Inc	21.87K	Dec 31, 21	+1.62K	0.02%
Carroll Financial Associates, Inc.	5.27K	Dec 31, 21	--	0.00%
CORNERSTONE ADVISORS INC	--	Dec 31, 21	--	--
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	--	Sep 30, 21	-10.04K	--
OLD MISSION CAPITAL, LLC	10.20K	Dec 31, 20	+10.20K	0.01%
LADENBURG THALMANN FINANCIAL SERVICES INC.	68.86K	Dec 31, 19	+705	0.06%
Advisor Group, Inc.	46.45K	Dec 31, 19	+26.38K	0.04%
Stevens First Principles Investment Advisors	5.06K	Jun 30, 19	-445	0.00%
OppenheimerFunds, Inc.	--	Mar 31, 19	-10.61K	--
BREMER TRUST NATIONAL ASSOCIATION	1.14K	Dec 31, 18	+1.14K	0.00%
Opera Trading Capital	--	Dec 31, 18	-12.20K	--
Centaur Capital Partners, L.P.	70.00K	Sep 30, 18	-5.00K	0.06%
XML SECURITIES, LLC	214.39K	Mar 31, 18	+12.42K	0.18%
SII INVESTMENTS INC/WI	--	Dec 31, 17	-100.89K	--
Commonwealth Equity Services, Inc	180.10K	Jun 30, 17	-10.69K	0.15%
WFG Advisors, LP	31.36K	Jun 30, 17	+31.36K	0.03%
TFS CAPITAL LLC	15.19K	Jun 30, 17	+2.72K	0.01%
MSI Financial Services Inc	97.58K	Dec 31, 16	+28.95K	0.08%
BLACKROCK ADVISORS LLC	2.48K	Dec 31, 16	--	0.00%
NATIONAL PENN INVESTORS TRUST CO /PA	20.35K	Mar 31, 16	--	0.02%
Alerus Investment Advisors Corp	564	Mar 31, 16	--	0.00%
Pinnacle Summer Investments, Inc.	319	Dec 31, 15	+319	0.00%
MANAGED ACCOUNT ADVISORS LLC	--	Jun 30, 15	-6	--
BAIRD ROBERT W & CO INC /WI/	80.17K	Mar 31, 15	+3.70K	0.07%
NEW ENGLAND SECURITIES CORP /MA/	321	Dec 31, 14	+20	0.00%
McAdams Wright Ragen, Inc.	74.26K	Sep 30, 14	-6.51K	0.06%
UBS AG	34.56K	Sep 30, 14	+53	0.03%
Wilmington Trust, National Association	10.98K	Jun 30, 14	--	0.01%
KNIGHT CAPITAL GROUP LLC	10.56K	Jun 30, 13	+10.56K	0.01%
RBC Dominion Securities Inc.	17.20K	Dec 31, 08	+17.20K	0.01%

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Holder

Date

Change

% Held

LAZARD ASSET MANAGEMENT LLC

3.21M

Jun 30, 26

-359.20K

2.64%

RAYMOND JAMES FINANCIAL INC

1.32M

Jun 30, 26

+25.63K

1.09%

Bensler, LLC

1.13M

Jun 30, 26

+74.64K

0.93%

COHEN & STEERS, INC.

1.10M

Jun 30, 26

-20.00K

0.91%

LPL Financial LLC

1.02M

Jun 30, 26

+629.90K

0.84%

ROYAL BANK OF CANADA

953.10K

Jun 30, 26

-27.23K

0.79%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

846.40K

Jun 30, 26

-47.80K

0.70%

MORGAN STANLEY

768.74K

Jun 30, 26

-394.53K

0.63%

STIFEL FINANCIAL CORP

413.32K

Jun 30, 26

-4.22K

0.34%

Advisors Asset Management, Inc.

401.67K

Jun 30, 26

+2.73K

0.33%

Waterfront Wealth Inc.

345.42K

Jun 30, 26

-34.27K

0.28%

ARQ WEALTH ADVISORS, LLC

334.88K

Jun 30, 26

+109.73K

0.28%

BANK OF AMERICA CORP /DE/

320.46K

Jun 30, 26

+36.47K

0.26%

WELLS FARGO & COMPANY/MN

295.05K

Jun 30, 26

+3.63K

0.24%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

279.40K

Jun 30, 26

+7.95K

0.23%

INTREPID FAMILY OFFICE LLC

278.23K

Jun 30, 26

+5.23K

0.23%

Hennion & Walsh Asset Management, Inc.

275.75K

Jun 30, 26

-25.45K

0.23%

AMERIPRISE FINANCIAL INC

272.28K

Jun 30, 26

-44.95K

0.22%

MAI Capital Management

221.47K

Jun 30, 26

+221.47K

0.18%

RB Capital Management, LLC

211.30K

Jun 30, 26

+4.23K

0.17%

ADVISOR GROUP HOLDINGS, INC.

201.22K

Jun 30, 26

+3.31K

0.17%

FCA CORP /TX

200.25K

Jun 30, 26

+16.12K

0.17%

JONES FINANCIAL COMPANIES LLLP

197.84K

Jun 30, 26

+36.79K

0.16%

UMB Bank, n.a.

192.52K

Jun 30, 26

-15.59K

0.16%

Uncommon Cents Investing LLC

181.27K

Jun 30, 26

-635

0.15%

Integrated Wealth Concepts LLC

162.59K

Jun 30, 26

+41.61K

0.13%

ROBERTS GLORE & CO INC /IL/

160.81K

Jun 30, 26

+2.99K

0.13%

Cetera Investment Advisers

150.24K

Jun 30, 26

+3.48K

0.12%

D.A. DAVIDSON & CO.

146.27K

Jun 30, 26

+469

0.12%

1607 Capital Partners, LLC

143.34K

Jun 30, 26

-172.59K

0.12%

GENERAL AMERICAN INVESTORS CO INC

131.12K

Jun 30, 26

0.11%

INDEPENDENT FINANCIAL GROUP, LLC

129.16K

Jun 30, 26

-16.11K

0.11%

UBS Group AG

129.03K

Jun 30, 26

+18.21K

0.11%

Stolper Co

107.59K

Jun 30, 26

+3.91K

0.09%

Colony Group, LLC

99.52K

Jun 30, 26

-4.63K

0.08%

Providence Wealth Advisors, LLC

98.95K

Jun 30, 26

0.08%

GUGGENHEIM CAPITAL LLC

91.83K

Jun 30, 26

+38.59K

0.08%

Concurrent Investment Advisors, LLC

86.35K

Jun 30, 26

+8.93K

0.07%

Westbourne Investment Advisors, Inc.

83.80K

Jun 30, 26

+400

0.07%

Atlas Wealth LLC

82.34K

Jun 30, 26

+82.34K

0.07%

COMMONWEALTH EQUITY SERVICES, LLC

77.02K

Jun 30, 26

+4.07K

0.06%

Waverly Advisors, LLC

68.19K

Jun 30, 26

-5.01K

0.06%

Invesco Ltd.

67.19K

Jun 30, 26

+19.12K

0.06%

MERCER GLOBAL ADVISORS INC /ADV

65.95K

Jun 30, 26

+7.58K

0.05%

Diversified Trust Co

65.35K

Jun 30, 26

0.05%

Samalin Investment Counsel, LLC

65.11K

Jun 30, 26

+29.05K

0.05%

HighTower Advisors, LLC

63.93K

Jun 30, 26

-342

0.05%

DELTA CAPITAL MANAGEMENT LLC

63.80K

Jun 30, 26

-41.66K

0.05%

MEANS INVESTMENT CO., INC.

62.53K

Jun 30, 26

0.05%

Koshinski Asset Management, Inc.

61.91K

Jun 30, 26

+871

0.05%

Steward Partners Investment Advisory, LLC

61.57K

Jun 30, 26

+8.30K

0.05%

Janney Montgomery Scott LLC

56.98K

Jun 30, 26

+1.56K

0.05%

Wealthspire Advisors, LLC

52.73K

Jun 30, 26

+1.51K

0.04%

Mariner, LLC

51.63K

Jun 30, 26

+10.98K

0.04%

WEST BANCORPORATION INC

49.49K

Jun 30, 26

+2.60K

0.04%

Private Advisor Group, LLC

49.43K

Jun 30, 26

+34.19K

0.04%

Lido Advisors, LLC

47.81K

Jun 30, 26

+168

0.04%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

47.75K

Jun 30, 26

+22.03K

0.04%

Capital Investment Advisors, LLC

47.63K

Jun 30, 26

0.04%

JPMORGAN CHASE & CO

47.24K

Jun 30, 26

+162

0.04%

Savant Capital, LLC

46.95K

Jun 30, 26

-5.69K

0.04%

LexAurum Advisors, LLC

46.38K

Jun 30, 26

+16.70K

0.04%

Cambridge Investment Research Advisors, Inc.

45.13K

Jun 30, 26

+10.79K

0.04%

Midwest Trust Co

44.94K

Jun 30, 26

+843

0.04%

MASSMUTUAL TRUST CO FSB/ADV

44.94K

Jun 30, 26

+843

0.04%

Capstone Financial Advisors, Inc.

43.42K

Jun 30, 26

+447

0.04%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

40.26K

Jun 30, 26

+1.00K

0.03%

OPPENHEIMER & CO INC

40.12K

Jun 30, 26

-1.96K

0.03%

Ancora Advisors, LLC

40.05K

Jun 30, 26

-13.85K

0.03%

Concorde Asset Management, LLC

39.66K

Jun 30, 26

+760

0.03%

RFG - Bristol Wealth Advisors, LLC

38.51K

Jun 30, 26

0.03%

FIFTH THIRD BANCORP

36.83K

Jun 30, 26

-121

0.03%

UHLMANN PRICE SECURITIES, LLC

34.72K

Jun 30, 26

+527

0.03%

Prostatis Group LLC

34.69K

Jun 30, 26

+652

0.03%

Merit Financial Group, LLC

34.20K

Jun 30, 26

-2.15K

0.03%

MML INVESTORS SERVICES, LLC

34.09K

Jun 30, 26

+722

0.03%

NewEdge Advisors, LLC

33.61K

Jun 30, 26

-204

0.03%

Joel Isaacson & Co., LLC

33.49K

Jun 30, 26

0.03%

Cerity Partners LLC

32.29K

Jun 30, 26

+123

0.03%

Peak Asset Management, LLC

32.20K

Jun 30, 26

+32.20K

0.03%

Kovack Advisors, Inc.

31.97K

Jun 30, 26

+1.70K

0.03%

Navis Wealth Advisors, LLC

30.95K

Jun 30, 26

+30.95K

0.03%

XTX Topco Ltd

30.46K

Jun 30, 26

-5.11K

0.03%

Creative Planning

29.08K

Jun 30, 26

-8.63K

0.02%

Quad-Cities Investment Group, LLC

29.03K

Jun 30, 26

+545

0.02%

Ronald Blue Trust, Inc.

28.47K

Jun 30, 26

+535

0.02%

Cannon Advisors, Inc.

28.41K

Jun 30, 26

+6.52K

0.02%

Farmers National Bank

27.23K

Jun 30, 26

0.02%

Turtle Creek Wealth Advisors, LLC

25.98K

Jun 30, 26

-2.13K

0.02%

CI Private Wealth, LLC

25.46K

Jun 30, 26

-792

0.02%

LEE DANNER & BASS INC

25.00K

Jun 30, 26

0.02%

J.W. COLE ADVISORS, INC.

24.30K

Jun 30, 26

+24.30K

0.02%

HARBOUR INVESTMENTS, INC.

23.56K

Jun 30, 26

+147

0.02%

Uniting Wealth Partners, LLC

23.19K

Jun 30, 26

+436

0.02%

Pensionmark Financial Group, LLC

22.66K

Jun 30, 26

+54

0.02%

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

22.45K

Jun 30, 26

+22.45K

0.02%

EP Wealth Advisors, LLC

22.32K

Jun 30, 26

+2.05K

0.02%

Savvy Advisors, Inc.

22.10K

Jun 30, 26

0.02%

KING LUTHER CAPITAL MANAGEMENT CORP

21.96K

Jun 30, 26

0.02%

AQR CAPITAL MANAGEMENT LLC

21.76K

Jun 30, 26

+21.76K

0.02%

Mezzasalma Advisors, LLC

21.00K

Jun 30, 26

+340

0.02%

Stratos Wealth Partners, LTD.

20.76K

Jun 30, 26

+5.16K

0.02%

RETIREMENT PLANNING GROUP, LLC / NY

20.30K

Jun 30, 26

+20.30K

0.02%

KINGSWOOD WEALTH ADVISORS, LLC

19.31K

Jun 30, 26

+4.01K

0.02%

Sage Capital Advisors,llc

18.72K

Jun 30, 26

+350

0.02%

Allegheny Financial Group LTD

18.47K

Jun 30, 26

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

18.29K

Jun 30, 26

+120

0.02%

WESBANCO BANK INC

17.77K

Jun 30, 26

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

17.29K

Jun 30, 26

-11.37K

0.01%

MinichMacGregor Wealth Management, LLC

17.17K

Jun 30, 26

+306

0.01%

CAPTRUST FINANCIAL ADVISORS

17.17K

Jun 30, 26

+870

0.01%

MCDONALD PARTNERS LLC

17.08K

Jun 30, 26

0.01%

Intrua Financial, LLC

16.98K

Jun 30, 26

+16.98K

0.01%

REGIONS FINANCIAL CORP

16.22K

Jun 30, 26

-450

0.01%

PARK AVENUE SECURITIES LLC

16.03K

Jun 30, 26

-2.09K

0.01%

Pathstone Holdings, LLC

15.34K

Jun 30, 26

0.01%

NewEdge Wealth, LLC

14.81K

Jun 30, 26

0.01%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

14.54K

Jun 30, 26

-1.72K

0.01%

K2 PRINCIPAL FUND, L.P.

14.52K

Jun 30, 26

-2.67K

0.01%

Generation Capital Management LLC

13.83K

Jun 30, 26

+247

0.01%

SMH CAPITAL ADVISORS INC

13.28K

Jun 30, 26

+126

0.01%

Brookstone Capital Management

13.18K

Jun 30, 26

+1.45K

0.01%

MSH Capital Advisors LLC

12.94K

Jun 30, 26

+12.94K

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

12.80K

Jun 30, 26

+1.24K

0.01%

Kestra Advisory Services, LLC

12.77K

Jun 30, 26

-189.23K

0.01%

FOUNDERS CAPITAL MANAGEMENT, LLC

12.37K

Jun 30, 26

+223

0.01%

CITADEL ADVISORS LLC

11.98K

Jun 30, 26

+11.98K

0.01%

BANK OF MONTREAL /CAN/

11.89K

Jun 30, 26

0.01%

CHOREO, LLC

11.88K

Jun 30, 26

-4.41K

0.01%

BESSEMER GROUP INC

11.53K

Jun 30, 26

+11.53K

0.01%

TRUIST FINANCIAL CORP

11.52K

Jun 30, 26

-1.48K

0.01%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

11.40K

Jun 30, 26

+195

0.01%

Abel Hall, LLC

11.20K

Jun 30, 26

0.01%

Bryn Mawr Capital Management, LLC

11.05K

Jun 30, 26

0.01%

Equitable Holdings, Inc.

10.89K

Jun 30, 26

-1

0.01%

Snowden Capital Advisors LLC

10.83K

Jun 30, 26

+202

0.01%

SILVERLAKE WEALTH MANAGEMENT LLC

10.82K

Jun 30, 26

0.01%

Blue Chip Partners, LLC

10.74K

Jun 30, 26

+10.74K

0.01%

Benchmark Financial Wealth Advisors, LLC

10.44K

Jun 30, 26

0.01%

Bernicke Wealth Management, Ltd.

10.41K

Jun 30, 26

+196

0.01%

VISTA INVESTMENT PARTNERS II, LLC

10.39K

Jun 30, 26

0.01%

CRA Financial Services, LLC

10.00K

Jun 30, 26

0.01%

Post Resch Tallon Group Inc.

9.92K

Jun 30, 26

+9.92K

0.01%

Sequoia Financial Advisors, LLC

9.82K

Jun 30, 26

+676

0.01%

Valmark Advisers, Inc.

9.80K

Jun 30, 26

0.01%

StoneX Group Inc.

9.72K

Jun 30, 26

-2.88K

0.01%

ENVESTNET ASSET MANAGEMENT INC

9.50K

Jun 30, 26

-224

0.01%

Pinion Investment Advisors, LLC

9.39K

Jun 30, 26

0.01%

GoalVest Advisory LLC

9.39K

Jun 30, 26

0.01%

Dana Investment Advisors, Inc.

9.16K

Jun 30, 26

+9.16K

0.01%

Tradewinds Capital Management, LLC

8.88K

Jun 30, 26

0.01%

Allworth Financial LP

8.40K

Jun 30, 26

+137

0.01%

Modern Wealth Management, LLC

8.34K

Jun 30, 26

+8.34K

0.01%

Confluence Wealth Services, Inc.

8.33K

Jun 30, 26

+8.33K

0.01%

IFP Advisors, Inc

8.15K

Jun 30, 26

+1.89K

0.01%

Hudock, Inc.

8.10K

Jun 30, 26

+8.10K

0.01%

Strategic Family Wealth Counselors, L.L.C.

8.09K

Jun 30, 26

+8.09K

0.01%

US BANCORP \DE\

8.05K

Jun 30, 26

+127

0.01%

Lakeridge Wealth Management LLC

8.00K

Jun 30, 26

+8.00K

0.01%

Kingsview Wealth Management, LLC

7.90K

Jun 30, 26

+7.90K

0.01%

FINANCIAL CONSULATE, INC

7.81K

Jun 30, 26

+146

0.01%

Glen Eagle Advisors, LLC

6.20K

Jun 30, 26

+95

0.01%

FIRST COMMUNITY TRUST NA

4.68K

Jun 30, 26

0.00%

First Command Advisory Services, Inc.

4.42K

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

3.97K

Jun 30, 26

+3.17K

0.00%

Rockefeller Capital Management L.P.

3.28K

Jun 30, 26

+1.40K

0.00%

LRI Investments, LLC

3.17K

Jun 30, 26

+58

0.00%

Buck Wealth Strategies, LLC

3.04K

Jun 30, 26

+3.04K

0.00%

ASSETMARK, INC

2.04K

Jun 30, 26

0.00%

Archer Investment Corp

1.89K

Jun 30, 26

0.00%

JPL Wealth Management, LLC

1.47K

Jun 30, 26

+1.47K

0.00%

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

1.45K

Jun 30, 26

+1.45K

0.00%

SIGNATUREFD, LLC

1.44K

Jun 30, 26

+1.44K

0.00%

ROTHSCHILD INVESTMENT LLC

1.42K

Jun 30, 26

+26

0.00%

Farther Finance Advisors, LLC

1.40K

Jun 30, 26

0.00%

Westfuller Advisors, LLC

1.35K

Jun 30, 26

+26

0.00%

TRUST CO OF VERMONT

1.20K

Jun 30, 26

+1.20K

0.00%

Atlantic Union Bankshares Corp

1.18K

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

1.12K

Jun 30, 26

+1.12K

0.00%

ATWOOD & PALMER INC

1.06K

Jun 30, 26

0.00%

Millstone Evans Group, LLC

1.04K

Jun 30, 26

+19

0.00%

SRS Capital Advisors, Inc.

970

Jun 30, 26

+970

0.00%

BlackRock, Inc.

963

Jun 30, 26

+766

0.00%

Larson Financial Group LLC

886

Jun 30, 26

-335

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

645

Jun 30, 26

+642

0.00%

Dunhill Financial, LLC

644

Jun 30, 26

+12

0.00%

Bangor Savings Bank

633

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

544

Jun 30, 26

0.00%

MATHER GROUP, LLC.

532

Jun 30, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

500

Jun 30, 26

0.00%

Thomas J. Herzfeld Advisors, Inc.

320

Jun 30, 26

0.00%

Hilltop National Bank

317

Jun 30, 26

0.00%

ROCKY MOUNTAIN ADVISERS, LLC

313

Jun 30, 26

0.00%

Spectrum Wealth Advisory Group, LLC

253

Jun 30, 26

+253

0.00%

CoreCap Advisors, LLC

219

Jun 30, 26

-41

0.00%

Morton Brown Family Wealth, LLC

194

Jun 30, 26

0.00%

MARYLAND CAPITAL ADVISORS INC.

175

Jun 30, 26

+175

0.00%

WHITTIER TRUST CO

105

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

0.00%

Global Retirement Partners, LLC

Jun 30, 26

+20

0.00%

CITIGROUP INC

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

0.00%

WPG Advisers, LLC

Jun 30, 26

-418

0.00%

Western Wealth Management, LLC

Jun 30, 26

-6.08K

Sound Income Strategies, LLC

Jun 30, 26

-695

Pinnacle Wealth Planning Services, Inc.

Jun 30, 26

-1.03K

JANE STREET GROUP, LLC

Jun 30, 26

-26.90K

Horizon Investments, LLC

Jun 30, 26

-12.89K

Tower Research Capital LLC (TRC)

Jun 30, 26

-12

EXCHANGE TRADED CONCEPTS, LLC

Jun 30, 26

-12.89K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-16.32K

RESOURCES MANAGEMENT CORP /CT/ /ADV

Jun 30, 26

-4.05K

Independent Advisor Alliance

Jun 30, 26

-10.85K

Allspring Global Investments Holdings, LLC

Jun 30, 26

-382.30K

SEGALL BRYANT & HAMILL, LLC

Jun 30, 26

-11.97K

MILLENNIUM MANAGEMENT LLC

Jun 30, 26

-27.98K

Scarborough Advisors, LLC

Jun 30, 26

-3.50K

TWIN FOCUS CAPITAL PARTNERS, LLC

Jun 30, 26

-12.71K

Advisory Services Network, LLC

Jun 30, 26

-1.01K

Virtu Financial LLC

Jun 30, 26

-10.29K

Root Financial Partners, LLC

Jun 30, 26

-81

Sterling Manor Financial, LLC

12.60K

Mar 31, 26

+12.60K

0.01%

CWM, LLC

12.16K

Mar 31, 26

+1.11K

0.01%

Sunbelt Securities, Inc.

7.80K

Mar 31, 26

+7.80K

0.01%

Cherry Tree Wealth Management, LLC

Mar 31, 26

-252

Vantage Financial Partners, LLC

10.33K

Dec 31, 25

+204

0.01%

COMERICA BANK

3.54K

Dec 31, 25

-887

0.00%

CIBC Private Wealth Group, LLC

1.01K

Dec 31, 25

-7.94K

0.00%

WETHERBY ASSET MANAGEMENT INC

13.20K

Sep 30, 25

+1.00K

0.01%

Kathleen S. Wright Associates Inc.

665

Sep 30, 25

0.00%

Glenmede Investment Management, LP

Sep 30, 25

-1.00K

Priebe Wealth Holdings LLC

149.36K

Jun 30, 25

-31.91K

0.12%

Atria Wealth Solutions, Inc.

24.71K

Jun 30, 25

-16.84K

0.02%

Capital Market Strategies LLC

20.11K

Jun 30, 25

-1.02K

0.02%

Transform Wealth, LLC

21.58K

Mar 31, 25

0.02%

Sandy Spring Bank

975

Mar 31, 25

0.00%

HTLF Bank

246.50K

Dec 31, 24

+14.78K

0.20%

Cassady Schiller Wealth Management, LLC

7.00K

Dec 31, 24

0.01%

RE Dickinson Investment Advisors, LLC

288

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

555.82K

Sep 30, 24

-6.31K

0.46%

RAYMOND JAMES & ASSOCIATES

372.17K

Sep 30, 24

-159.29K

0.31%

9258 Wealth Management, LLC

59.39K

Sep 30, 24

+1.12K

0.05%

RAYMOND JAMES TRUST N.A.

28.48K

Sep 30, 24

-1.53K

0.02%

BENJAMIN F. EDWARDS & COMPANY, INC.

3.74K

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

1.35K

Jun 30, 24

0.00%

Cetera Advisor Networks LLC

111.72K

Mar 31, 24

-615

0.09%

Cetera Advisors LLC

24.10K

Mar 31, 24

+24.10K

0.02%

Eudaimonia Partners, LLC

10.00K

Mar 31, 24

0.01%

DUBUQUE BANK & TRUST CO

383.91K

Sep 30, 23

-68.99K

0.32%

ADVISOR PARTNERS II, LLC

198.16K

Sep 30, 23

+198.16K

0.16%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

21.23K

Sep 30, 23

0.02%

PATHSTONE FAMILY OFFICE, LLC

16.16K

Sep 30, 23

+16.16K

0.01%

Steward Financial Group LLC

Sep 30, 23

-1.35K

Intercontinental Wealth Advisors, LLC

19.81K

Jun 30, 23

0.02%

Veritable, L.P.

14.18K

Jun 30, 23

0.01%

PIERSHALE FINANCIAL GROUP, INC.

1.92K

Jun 30, 23

0.00%

BDO Wealth Advisors, LLC

Jun 30, 23

-3.96K

SECURITY ASSET MANAGEMENT

27.17K

Mar 31, 23

+27.17K

0.02%

Clear Perspectives Financial Planning, LLC

456

Mar 31, 23

0.00%

Sargent Bickham Lagudis LLC

1.00K

Dec 31, 22

0.00%

Hightower 6M Holding, LLC

84.32K

Sep 30, 22

+84.32K

0.07%

Covington Capital Management

35.81K

Sep 30, 22

0.03%

American Portfolios Advisors

1.50K

Sep 30, 22

-841

0.00%

FourThought Financial, LLC

Sep 30, 22

-33

PARAMETRIC PORTFOLIO ASSOCIATES LLC

2.91M

Mar 31, 22

+68.29K

2.39%

6 Meridian

45.27K

Dec 31, 21

-91.78K

0.04%

NEXT Financial Group, Inc

21.87K

Dec 31, 21

+1.62K

0.02%

Carroll Financial Associates, Inc.

5.27K

Dec 31, 21

0.00%

CORNERSTONE ADVISORS INC

Dec 31, 21

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

Sep 30, 21

-10.04K

OLD MISSION CAPITAL, LLC

10.20K

Dec 31, 20

+10.20K

0.01%

LADENBURG THALMANN FINANCIAL SERVICES INC.

68.86K

Dec 31, 19

+705

0.06%

Advisor Group, Inc.

46.45K

Dec 31, 19

+26.38K

0.04%

Stevens First Principles Investment Advisors

5.06K

Jun 30, 19

-445

0.00%

OppenheimerFunds, Inc.

Mar 31, 19

-10.61K

BREMER TRUST NATIONAL ASSOCIATION

1.14K

Dec 31, 18

+1.14K

0.00%

Opera Trading Capital

Dec 31, 18

-12.20K

Centaur Capital Partners, L.P.

70.00K

Sep 30, 18

-5.00K

0.06%

XML SECURITIES, LLC

214.39K

Mar 31, 18

+12.42K

0.18%

SII INVESTMENTS INC/WI

Dec 31, 17

-100.89K

Commonwealth Equity Services, Inc

180.10K

Jun 30, 17

-10.69K

0.15%

WFG Advisors, LP

31.36K

Jun 30, 17

+31.36K

0.03%

TFS CAPITAL LLC

15.19K

Jun 30, 17

+2.72K

0.01%

MSI Financial Services Inc

97.58K

Dec 31, 16

+28.95K

0.08%

BLACKROCK ADVISORS LLC

2.48K

Dec 31, 16

0.00%

NATIONAL PENN INVESTORS TRUST CO /PA

20.35K

Mar 31, 16

0.02%

Alerus Investment Advisors Corp

564

Mar 31, 16

0.00%

Pinnacle Summer Investments, Inc.

319

Dec 31, 15

+319

0.00%

MANAGED ACCOUNT ADVISORS LLC

Jun 30, 15

-6

BAIRD ROBERT W & CO INC /WI/

80.17K

Mar 31, 15

+3.70K

0.07%

NEW ENGLAND SECURITIES CORP /MA/

321

Dec 31, 14

+20

0.00%

McAdams Wright Ragen, Inc.

74.26K

Sep 30, 14

-6.51K

0.06%

UBS AG

34.56K

Sep 30, 14

+53

0.03%

Wilmington Trust, National Association

10.98K

Jun 30, 14

0.01%

KNIGHT CAPITAL GROUP LLC

10.56K

Jun 30, 13

+10.56K

0.01%

RBC Dominion Securities Inc.

17.20K

Dec 31, 08

+17.20K

0.01%