Adams Diversified Equity Fund, Inc.(ADX)

$25.07▼-0.21 (-0.83%)

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Adams Diversified Equity Fund, Inc.(ADX)

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$25.07▼-0.21 (-0.83%)

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ADX(ADX)

ADX

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Institutional Ownership

Top 280 Institutional Holders

Holder	Shares	Date	Change	% Held
LAZARD ASSET MANAGEMENT LLC	3.57M	Mar 31, 26	-22.32K	2.94%
RAYMOND JAMES FINANCIAL INC	1.29M	Mar 31, 26	-52.64K	1.07%
MORGAN STANLEY	1.16M	Mar 31, 26	-695.60K	0.96%
COHEN & STEERS, INC.	1.12M	Mar 31, 26	+35.00K	0.92%
Bensler, LLC	1.05M	Mar 31, 26	+67.25K	0.87%
ROYAL BANK OF CANADA	980.33K	Mar 31, 26	+44.45K	0.81%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	894.20K	Mar 31, 26	-30.09K	0.74%
STIFEL FINANCIAL CORP	417.54K	Mar 31, 26	+14.11K	0.34%
Advisors Asset Management, Inc.	398.93K	Mar 31, 26	+11.77K	0.33%
LPL Financial LLC	387.09K	Mar 31, 26	-45.47K	0.32%
Allspring Global Investments Holdings, LLC	382.30K	Mar 31, 26	-18.41K	0.32%
Waterfront Wealth Inc.	379.69K	Mar 31, 26	-5.62K	0.31%
AMERIPRISE FINANCIAL INC	317.23K	Mar 31, 26	+201.55K	0.26%
1607 Capital Partners, LLC	315.93K	Mar 31, 26	-192.61K	0.26%
Hennion & Walsh Asset Management, Inc.	301.20K	Mar 31, 26	+13.18K	0.25%
WELLS FARGO & COMPANY/MN	291.42K	Mar 31, 26	+70.70K	0.24%
INTREPID FAMILY OFFICE LLC	273.00K	Mar 31, 26	+5.74K	0.22%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	271.46K	Mar 31, 26	-159.49K	0.22%
ARQ WEALTH ADVISORS, LLC	225.16K	Mar 31, 26	+16.34K	0.19%
UMB Bank, n.a.	208.11K	Mar 31, 26	-5.69K	0.17%
RB Capital Management, LLC	207.08K	Mar 31, 26	-1.39K	0.17%
Kestra Advisory Services, LLC	202.00K	Mar 31, 26	+4.77K	0.17%
ADVISOR GROUP HOLDINGS, INC.	197.91K	Mar 31, 26	+16.36K	0.16%
FCA CORP /TX	184.14K	Mar 31, 26	+8.81K	0.15%
Uncommon Cents Investing LLC	181.91K	Mar 31, 26	-3.11K	0.15%
JONES FINANCIAL COMPANIES LLLP	161.05K	Mar 31, 26	+40.15K	0.13%
ROBERTS GLORE & CO INC /IL/	157.82K	Mar 31, 26	+13.15K	0.13%
Cetera Investment Advisers	146.76K	Mar 31, 26	-3.76K	0.12%
D.A. DAVIDSON & CO.	145.80K	Mar 31, 26	+14.77K	0.12%
INDEPENDENT FINANCIAL GROUP, LLC	145.26K	Mar 31, 26	+518	0.12%
GENERAL AMERICAN INVESTORS CO INC	131.12K	Mar 31, 26	--	0.11%
Integrated Wealth Concepts LLC	120.98K	Mar 31, 26	-2.07K	0.10%
UBS Group AG	110.81K	Mar 31, 26	+38.52K	0.09%
DELTA CAPITAL MANAGEMENT LLC	105.47K	Mar 31, 26	--	0.09%
Colony Group, LLC	104.16K	Mar 31, 26	+6.55K	0.09%
Stolper Co	103.67K	Mar 31, 26	+2.84K	0.09%
Providence Wealth Advisors, LLC	98.95K	Mar 31, 26	--	0.08%
Westbourne Investment Advisors, Inc.	83.40K	Mar 31, 26	+9.20K	0.07%
Concurrent Investment Advisors, LLC	77.42K	Mar 31, 26	+10.30K	0.06%
Waverly Advisors, LLC	73.20K	Mar 31, 26	+5.84K	0.06%
COMMONWEALTH EQUITY SERVICES, LLC	72.95K	Mar 31, 26	-1.58K	0.06%
Diversified Trust Co	65.35K	Mar 31, 26	+1.29K	0.05%
HighTower Advisors, LLC	64.27K	Mar 31, 26	-647	0.05%
MEANS INVESTMENT CO., INC.	62.53K	Mar 31, 26	--	0.05%
Koshinski Asset Management, Inc.	61.04K	Mar 31, 26	+2.51K	0.05%
MERCER GLOBAL ADVISORS INC /ADV	58.37K	Mar 31, 26	-5.47K	0.05%
Janney Montgomery Scott LLC	55.42K	Mar 31, 26	+3.50K	0.05%
Ancora Advisors, LLC	53.90K	Mar 31, 26	-4.65K	0.04%
Steward Partners Investment Advisory, LLC	53.27K	Mar 31, 26	+44.81K	0.04%
GUGGENHEIM CAPITAL LLC	53.24K	Mar 31, 26	+8.48K	0.04%
Savant Capital, LLC	52.64K	Mar 31, 26	--	0.04%
Wealthspire Advisors, LLC	51.22K	Mar 31, 26	+51.22K	0.04%
Invesco Ltd.	48.07K	Mar 31, 26	+8.76K	0.04%
Lido Advisors, LLC	47.64K	Mar 31, 26	-596	0.04%
Capital Investment Advisors, LLC	47.63K	Mar 31, 26	-310	0.04%
JPMORGAN CHASE & CO	47.08K	Mar 31, 26	+32.74K	0.04%
WEST BANCORPORATION INC	46.89K	Mar 31, 26	--	0.04%
MASSMUTUAL TRUST CO FSB/ADV	44.09K	Mar 31, 26	-1.21K	0.04%
Midwest Trust Co	44.09K	Mar 31, 26	-1.21K	0.04%
Capstone Financial Advisors, Inc.	42.98K	Mar 31, 26	+464	0.04%
OPPENHEIMER & CO INC	42.08K	Mar 31, 26	+42.08K	0.03%
Mariner, LLC	40.65K	Mar 31, 26	-4.91K	0.03%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	39.26K	Mar 31, 26	+9.85K	0.03%
RFG - Bristol Wealth Advisors, LLC	38.51K	Mar 31, 26	--	0.03%
Creative Planning	37.72K	Mar 31, 26	+26.02K	0.03%
FIFTH THIRD BANCORP	36.95K	Mar 31, 26	-639	0.03%
Merit Financial Group, LLC	36.35K	Mar 31, 26	-5.75K	0.03%
Samalin Investment Counsel, LLC	36.05K	Mar 31, 26	+36.05K	0.03%
XTX Topco Ltd	35.57K	Mar 31, 26	+17.19K	0.03%
Cambridge Investment Research Advisors, Inc.	34.34K	Mar 31, 26	-6.21K	0.03%
UHLMANN PRICE SECURITIES, LLC	34.20K	Mar 31, 26	+630	0.03%
Prostatis Group LLC	34.04K	Mar 31, 26	+674	0.03%
Joel Isaacson & Co., LLC	33.49K	Mar 31, 26	--	0.03%
MML INVESTORS SERVICES, LLC	33.37K	Mar 31, 26	+602	0.03%
Cerity Partners LLC	32.16K	Mar 31, 26	+2.81K	0.03%
Kovack Advisors, Inc.	30.27K	Mar 31, 26	-139	0.02%
LexAurum Advisors, LLC	29.69K	Mar 31, 26	+29.69K	0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC	28.66K	Mar 31, 26	+4.35K	0.02%
Quad-Cities Investment Group, LLC	28.49K	Mar 31, 26	+564	0.02%
Turtle Creek Wealth Advisors, LLC	28.11K	Mar 31, 26	--	0.02%
MILLENNIUM MANAGEMENT LLC	27.98K	Mar 31, 26	+27.98K	0.02%
Ronald Blue Trust, Inc.	27.94K	Mar 31, 26	+553	0.02%
JANE STREET GROUP, LLC	26.90K	Mar 31, 26	-369	0.02%
CI Private Wealth, LLC	26.25K	Mar 31, 26	-37.98K	0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	25.72K	Mar 31, 26	+3.91K	0.02%
LEE DANNER & BASS INC	25.00K	Mar 31, 26	--	0.02%
HARBOUR INVESTMENTS, INC.	23.41K	Mar 31, 26	+123	0.02%
Uniting Wealth Partners, LLC	22.76K	Mar 31, 26	+450	0.02%
Pensionmark Financial Group, LLC	22.60K	Mar 31, 26	+9.24K	0.02%
Savvy Advisors, Inc.	22.10K	Mar 31, 26	+2.11K	0.02%
KING LUTHER CAPITAL MANAGEMENT CORP	21.96K	Mar 31, 26	--	0.02%
Cannon Advisors, Inc.	21.89K	Mar 31, 26	-1.02K	0.02%
Mezzasalma Advisors, LLC	20.66K	Mar 31, 26	+352	0.02%
EP Wealth Advisors, LLC	20.27K	Mar 31, 26	+1.12K	0.02%
Allegheny Financial Group LTD	18.47K	Mar 31, 26	--	0.02%
Sage Capital Advisors,llc	18.37K	Mar 31, 26	+756	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	18.17K	Mar 31, 26	-5.83K	0.01%
PARK AVENUE SECURITIES LLC	18.12K	Mar 31, 26	-4.64K	0.01%
WESBANCO BANK INC	17.77K	Mar 31, 26	-3.60K	0.01%
K2 PRINCIPAL FUND, L.P.	17.19K	Mar 31, 26	+340	0.01%
MCDONALD PARTNERS LLC	17.08K	Mar 31, 26	--	0.01%
MinichMacGregor Wealth Management, LLC	16.86K	Mar 31, 26	+1.31K	0.01%
REGIONS FINANCIAL CORP	16.67K	Mar 31, 26	+151	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	16.32K	Mar 31, 26	+16.32K	0.01%
CAPTRUST FINANCIAL ADVISORS	16.30K	Mar 31, 26	+408	0.01%
CHOREO, LLC	16.29K	Mar 31, 26	-10.75K	0.01%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	16.25K	Mar 31, 26	+16.25K	0.01%
Stratos Wealth Partners, LTD.	15.60K	Mar 31, 26	+1.76K	0.01%
Pathstone Holdings, LLC	15.34K	Mar 31, 26	-2.00K	0.01%
KINGSWOOD WEALTH ADVISORS, LLC	15.30K	Mar 31, 26	+2.82K	0.01%
Private Advisor Group, LLC	15.24K	Mar 31, 26	-11.95K	0.01%
NewEdge Wealth, LLC	14.81K	Mar 31, 26	--	0.01%
Generation Capital Management LLC	13.58K	Mar 31, 26	-30.31K	0.01%
TRUIST FINANCIAL CORP	13.00K	Mar 31, 26	+29	0.01%
Horizon Investments, LLC	12.89K	Mar 31, 26	+12.89K	0.01%
EXCHANGE TRADED CONCEPTS, LLC	12.89K	Mar 31, 26	+12.89K	0.01%
TWIN FOCUS CAPITAL PARTNERS, LLC	12.71K	Mar 31, 26	-27.50K	0.01%
StoneX Group Inc.	12.60K	Mar 31, 26	+12.60K	0.01%
Sterling Manor Financial, LLC	12.60K	Mar 31, 26	+12.60K	0.01%
CWM, LLC	12.16K	Mar 31, 26	+1.11K	0.01%
FOUNDERS CAPITAL MANAGEMENT, LLC	12.15K	Mar 31, 26	+103	0.01%
SEGALL BRYANT & HAMILL, LLC	11.97K	Mar 31, 26	+11.97K	0.01%
BANK OF MONTREAL /CAN/	11.89K	Mar 31, 26	--	0.01%
Brookstone Capital Management	11.73K	Mar 31, 26	+800	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	11.56K	Mar 31, 26	+228	0.01%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	11.21K	Mar 31, 26	+340	0.01%
Abel Hall, LLC	11.20K	Mar 31, 26	--	0.01%
Bryn Mawr Capital Management, LLC	11.05K	Mar 31, 26	+11.05K	0.01%
Equitable Holdings, Inc.	10.89K	Mar 31, 26	+10.89K	0.01%
Independent Advisor Alliance	10.85K	Mar 31, 26	+10.85K	0.01%
SILVERLAKE WEALTH MANAGEMENT LLC	10.82K	Mar 31, 26	--	0.01%
Snowden Capital Advisors LLC	10.62K	Mar 31, 26	+208	0.01%
Benchmark Financial Wealth Advisors, LLC	10.44K	Mar 31, 26	+207	0.01%
VISTA INVESTMENT PARTNERS II, LLC	10.39K	Mar 31, 26	--	0.01%
Virtu Financial LLC	10.29K	Mar 31, 26	-2.98K	0.01%
CRA Financial Services, LLC	10.00K	Mar 31, 26	--	0.01%
Valmark Advisers, Inc.	9.80K	Mar 31, 26	--	0.01%
ENVESTNET ASSET MANAGEMENT INC	9.73K	Mar 31, 26	-687	0.01%
GoalVest Advisory LLC	9.39K	Mar 31, 26	--	0.01%
Pinion Investment Advisors, LLC	9.39K	Mar 31, 26	--	0.01%
Sequoia Financial Advisors, LLC	9.14K	Mar 31, 26	--	0.01%
Tradewinds Capital Management, LLC	8.87K	Mar 31, 26	--	0.01%
Allworth Financial LP	8.27K	Mar 31, 26	+142	0.01%
US BANCORP \DE\	7.92K	Mar 31, 26	+11	0.01%
FINANCIAL CONSULATE, INC	7.66K	Mar 31, 26	-4.73K	0.01%
IFP Advisors, Inc	6.26K	Mar 31, 26	+1.93K	0.01%
Glen Eagle Advisors, LLC	6.10K	Mar 31, 26	+1.19K	0.01%
FIRST COMMUNITY TRUST NA	4.68K	Mar 31, 26	--	0.00%
First Command Advisory Services, Inc.	4.42K	Mar 31, 26	--	0.00%
RESOURCES MANAGEMENT CORP /CT/ /ADV	4.05K	Mar 31, 26	+4.05K	0.00%
Scarborough Advisors, LLC	3.50K	Mar 31, 26	+70	0.00%
LRI Investments, LLC	3.11K	Mar 31, 26	+61	0.00%
ASSETMARK, INC	2.04K	Mar 31, 26	+1.60K	0.00%
Archer Investment Corp	1.89K	Mar 31, 26	--	0.00%
Rockefeller Capital Management L.P.	1.88K	Mar 31, 26	+1.56K	0.00%
Farther Finance Advisors, LLC	1.40K	Mar 31, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	1.39K	Mar 31, 26	+27	0.00%
Westfuller Advisors, LLC	1.33K	Mar 31, 26	+26	0.00%
Larson Financial Group LLC	1.22K	Mar 31, 26	+869	0.00%
Atlantic Union Bankshares Corp	1.18K	Mar 31, 26	--	0.00%
ATWOOD & PALMER INC	1.06K	Mar 31, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	1.03K	Mar 31, 26	-2.13K	0.00%
Millstone Evans Group, LLC	1.02K	Mar 31, 26	+20	0.00%
Advisory Services Network, LLC	1.01K	Mar 31, 26	+1.01K	0.00%
PRIVATE TRUST CO NA	797	Mar 31, 26	+14	0.00%
Sound Income Strategies, LLC	695	Mar 31, 26	+80	0.00%
Bangor Savings Bank	633	Mar 31, 26	--	0.00%
Dunhill Financial, LLC	632	Mar 31, 26	+12	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	544	Mar 31, 26	+544	0.00%
MATHER GROUP, LLC.	532	Mar 31, 26	+532	0.00%
ARMSTRONG ADVISORY GROUP, INC	500	Mar 31, 26	--	0.00%
WPG Advisers, LLC	419	Mar 31, 26	-659	0.00%
Hilltop National Bank	317	Mar 31, 26	--	0.00%
Thomas J. Herzfeld Advisors, Inc.	314	Mar 31, 26	+6	0.00%
ROCKY MOUNTAIN ADVISERS, LLC	313	Mar 31, 26	--	0.00%
SMH CAPITAL ADVISORS INC	288	Mar 31, 26	-12.70K	0.00%
CoreCap Advisors, LLC	260	Mar 31, 26	+1	0.00%
BlackRock, Inc.	197	Mar 31, 26	+197	0.00%
Morton Brown Family Wealth, LLC	194	Mar 31, 26	--	0.00%
WHITTIER TRUST CO	105	Mar 31, 26	--	0.00%
Root Financial Partners, LLC	81	Mar 31, 26	+81	0.00%
Russell Investments Group, Ltd.	63	Mar 31, 26	+1	0.00%
Tower Research Capital LLC (TRC)	12	Mar 31, 26	-8	0.00%
CITIGROUP INC	5	Mar 31, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	3	Mar 31, 26	+1	0.00%
HUNTINGTON NATIONAL BANK	1	Mar 31, 26	--	0.00%
TIAA TRUST, NATIONAL ASSOCIATION	--	Mar 31, 26	-10.26K	--
Penserra Capital Management LLC	--	Mar 31, 26	-325.21K	--
Wealth Watch Advisors, INC	--	Mar 31, 26	-4	--
DV Trading LLC	--	Mar 31, 26	-2	--
Dana Investment Advisors, Inc.	--	Mar 31, 26	-9.10K	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-33.70K	--
MSH Capital Advisors LLC	--	Mar 31, 26	-8.82K	--
BOYD WATTERSON ASSET MANAGEMENT LLC/OH	--	Mar 31, 26	-300	--
ACCREDITED INVESTOR SERVICES, LLC	--	Mar 31, 26	-9.48K	--
Shaker Financial Services, LLC	--	Mar 31, 26	-164.39K	--
CENTRAL TRUST Co	--	Mar 31, 26	-430	--
Cherry Tree Wealth Management, LLC	--	Mar 31, 26	-252	--
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	--	Mar 31, 26	-9.85K	--
Segment Wealth Management, LLC	--	Mar 31, 26	-19.38K	--
SRS Capital Advisors, Inc.	--	Mar 31, 26	-970	--
BANK OF AMERICA CORP /DE/	281.29K	Dec 31, 25	+7.46K	0.23%
Concorde Asset Management, LLC	40.33K	Dec 31, 25	+2.75K	0.03%
NewEdge Advisors, LLC	31.36K	Dec 31, 25	-3.57K	0.03%
Farmers National Bank	27.23K	Dec 31, 25	--	0.02%
Vantage Financial Partners, LLC	10.33K	Dec 31, 25	+204	0.01%
Global Retirement Partners, LLC	7.45K	Dec 31, 25	+7.45K	0.01%
CENTAURUS FINANCIAL, INC.	5.12K	Dec 31, 25	+5.12K	0.00%
COMERICA BANK	3.54K	Dec 31, 25	-887	0.00%
CIBC Private Wealth Group, LLC	1.01K	Dec 31, 25	-7.94K	0.00%
MARYLAND CAPITAL ADVISORS INC.	175	Dec 31, 25	--	0.00%
BALYASNY ASSET MANAGEMENT L.P.	--	Dec 31, 25	-23.70K	--
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

3.57M

Mar 31, 26

-22.32K

2.94%

RAYMOND JAMES FINANCIAL INC

1.29M

Mar 31, 26

-52.64K

1.07%

MORGAN STANLEY

1.16M

Mar 31, 26

-695.60K

0.96%

COHEN & STEERS, INC.

1.12M

Mar 31, 26

+35.00K

0.92%

Bensler, LLC

1.05M

Mar 31, 26

+67.25K

0.87%

ROYAL BANK OF CANADA

980.33K

Mar 31, 26

+44.45K

0.81%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

894.20K

Mar 31, 26

-30.09K

0.74%

STIFEL FINANCIAL CORP

417.54K

Mar 31, 26

+14.11K

0.34%

Advisors Asset Management, Inc.

398.93K

Mar 31, 26

+11.77K

0.33%

LPL Financial LLC

387.09K

Mar 31, 26

-45.47K

0.32%

Allspring Global Investments Holdings, LLC

382.30K

Mar 31, 26

-18.41K

0.32%

Waterfront Wealth Inc.

379.69K

Mar 31, 26

-5.62K

0.31%

AMERIPRISE FINANCIAL INC

317.23K

Mar 31, 26

+201.55K

0.26%

1607 Capital Partners, LLC

315.93K

Mar 31, 26

-192.61K

0.26%

Hennion & Walsh Asset Management, Inc.

301.20K

Mar 31, 26

+13.18K

0.25%

WELLS FARGO & COMPANY/MN

291.42K

Mar 31, 26

+70.70K

0.24%

INTREPID FAMILY OFFICE LLC

273.00K

Mar 31, 26

+5.74K

0.22%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

271.46K

Mar 31, 26

-159.49K

0.22%

ARQ WEALTH ADVISORS, LLC

225.16K

Mar 31, 26

+16.34K

0.19%

UMB Bank, n.a.

208.11K

Mar 31, 26

-5.69K

0.17%

RB Capital Management, LLC

207.08K

Mar 31, 26

-1.39K

0.17%

Kestra Advisory Services, LLC

202.00K

Mar 31, 26

+4.77K

0.17%

ADVISOR GROUP HOLDINGS, INC.

197.91K

Mar 31, 26

+16.36K

0.16%

FCA CORP /TX

184.14K

Mar 31, 26

+8.81K

0.15%

Uncommon Cents Investing LLC

181.91K

Mar 31, 26

-3.11K

0.15%

JONES FINANCIAL COMPANIES LLLP

161.05K

Mar 31, 26

+40.15K

0.13%

ROBERTS GLORE & CO INC /IL/

157.82K

Mar 31, 26

+13.15K

0.13%

Cetera Investment Advisers

146.76K

Mar 31, 26

-3.76K

0.12%

D.A. DAVIDSON & CO.

145.80K

Mar 31, 26

+14.77K

0.12%

INDEPENDENT FINANCIAL GROUP, LLC

145.26K

Mar 31, 26

+518

0.12%

GENERAL AMERICAN INVESTORS CO INC

131.12K

Mar 31, 26

0.11%

Integrated Wealth Concepts LLC

120.98K

Mar 31, 26

-2.07K

0.10%

UBS Group AG

110.81K

Mar 31, 26

+38.52K

0.09%

DELTA CAPITAL MANAGEMENT LLC

105.47K

Mar 31, 26

0.09%

Colony Group, LLC

104.16K

Mar 31, 26

+6.55K

0.09%

Stolper Co

103.67K

Mar 31, 26

+2.84K

0.09%

Providence Wealth Advisors, LLC

98.95K

Mar 31, 26

0.08%

Westbourne Investment Advisors, Inc.

83.40K

Mar 31, 26

+9.20K

0.07%

Concurrent Investment Advisors, LLC

77.42K

Mar 31, 26

+10.30K

0.06%

Waverly Advisors, LLC

73.20K

Mar 31, 26

+5.84K

0.06%

COMMONWEALTH EQUITY SERVICES, LLC

72.95K

Mar 31, 26

-1.58K

0.06%

Diversified Trust Co

65.35K

Mar 31, 26

+1.29K

0.05%

HighTower Advisors, LLC

64.27K

Mar 31, 26

-647

0.05%

MEANS INVESTMENT CO., INC.

62.53K

Mar 31, 26

0.05%

Koshinski Asset Management, Inc.

61.04K

Mar 31, 26

+2.51K

0.05%

MERCER GLOBAL ADVISORS INC /ADV

58.37K

Mar 31, 26

-5.47K

0.05%

Janney Montgomery Scott LLC

55.42K

Mar 31, 26

+3.50K

0.05%

Ancora Advisors, LLC

53.90K

Mar 31, 26

-4.65K

0.04%

Steward Partners Investment Advisory, LLC

53.27K

Mar 31, 26

+44.81K

0.04%

GUGGENHEIM CAPITAL LLC

53.24K

Mar 31, 26

+8.48K

0.04%

Savant Capital, LLC

52.64K

Mar 31, 26

0.04%

Wealthspire Advisors, LLC

51.22K

Mar 31, 26

+51.22K

0.04%

Invesco Ltd.

48.07K

Mar 31, 26

+8.76K

0.04%

Lido Advisors, LLC

47.64K

Mar 31, 26

-596

0.04%

Capital Investment Advisors, LLC

47.63K

Mar 31, 26

-310

0.04%

JPMORGAN CHASE & CO

47.08K

Mar 31, 26

+32.74K

0.04%

WEST BANCORPORATION INC

46.89K

Mar 31, 26

0.04%

MASSMUTUAL TRUST CO FSB/ADV

44.09K

Mar 31, 26

-1.21K

0.04%

Midwest Trust Co

44.09K

Mar 31, 26

-1.21K

0.04%

Capstone Financial Advisors, Inc.

42.98K

Mar 31, 26

+464

0.04%

OPPENHEIMER & CO INC

42.08K

Mar 31, 26

+42.08K

0.03%

Mariner, LLC

40.65K

Mar 31, 26

-4.91K

0.03%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

39.26K

Mar 31, 26

+9.85K

0.03%

RFG - Bristol Wealth Advisors, LLC

38.51K

Mar 31, 26

0.03%

Creative Planning

37.72K

Mar 31, 26

+26.02K

0.03%

FIFTH THIRD BANCORP

36.95K

Mar 31, 26

-639

0.03%

Merit Financial Group, LLC

36.35K

Mar 31, 26

-5.75K

0.03%

Samalin Investment Counsel, LLC

36.05K

Mar 31, 26

+36.05K

0.03%

XTX Topco Ltd

35.57K

Mar 31, 26

+17.19K

0.03%

Cambridge Investment Research Advisors, Inc.

34.34K

Mar 31, 26

-6.21K

0.03%

UHLMANN PRICE SECURITIES, LLC

34.20K

Mar 31, 26

+630

0.03%

Prostatis Group LLC

34.04K

Mar 31, 26

+674

0.03%

Joel Isaacson & Co., LLC

33.49K

Mar 31, 26

0.03%

MML INVESTORS SERVICES, LLC

33.37K

Mar 31, 26

+602

0.03%

Cerity Partners LLC

32.16K

Mar 31, 26

+2.81K

0.03%

Kovack Advisors, Inc.

30.27K

Mar 31, 26

-139

0.02%

LexAurum Advisors, LLC

29.69K

Mar 31, 26

+29.69K

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

28.66K

Mar 31, 26

+4.35K

0.02%

Quad-Cities Investment Group, LLC

28.49K

Mar 31, 26

+564

0.02%

Turtle Creek Wealth Advisors, LLC

28.11K

Mar 31, 26

0.02%

MILLENNIUM MANAGEMENT LLC

27.98K

Mar 31, 26

+27.98K

0.02%

Ronald Blue Trust, Inc.

27.94K

Mar 31, 26

+553

0.02%

JANE STREET GROUP, LLC

26.90K

Mar 31, 26

-369

0.02%

CI Private Wealth, LLC

26.25K

Mar 31, 26

-37.98K

0.02%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

25.72K

Mar 31, 26

+3.91K

0.02%

LEE DANNER & BASS INC

25.00K

Mar 31, 26

0.02%

HARBOUR INVESTMENTS, INC.

23.41K

Mar 31, 26

+123

0.02%

Uniting Wealth Partners, LLC

22.76K

Mar 31, 26

+450

0.02%

Pensionmark Financial Group, LLC

22.60K

Mar 31, 26

+9.24K

0.02%

Savvy Advisors, Inc.

22.10K

Mar 31, 26

+2.11K

0.02%

KING LUTHER CAPITAL MANAGEMENT CORP

21.96K

Mar 31, 26

0.02%

Cannon Advisors, Inc.

21.89K

Mar 31, 26

-1.02K

0.02%

Mezzasalma Advisors, LLC

20.66K

Mar 31, 26

+352

0.02%

EP Wealth Advisors, LLC

20.27K

Mar 31, 26

+1.12K

0.02%

Allegheny Financial Group LTD

18.47K

Mar 31, 26

0.02%

Sage Capital Advisors,llc

18.37K

Mar 31, 26

+756

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

18.17K

Mar 31, 26

-5.83K

0.01%

PARK AVENUE SECURITIES LLC

18.12K

Mar 31, 26

-4.64K

0.01%

WESBANCO BANK INC

17.77K

Mar 31, 26

-3.60K

0.01%

K2 PRINCIPAL FUND, L.P.

17.19K

Mar 31, 26

+340

0.01%

MCDONALD PARTNERS LLC

17.08K

Mar 31, 26

0.01%

MinichMacGregor Wealth Management, LLC

16.86K

Mar 31, 26

+1.31K

0.01%

REGIONS FINANCIAL CORP

16.67K

Mar 31, 26

+151

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

16.32K

Mar 31, 26

+16.32K

0.01%

CAPTRUST FINANCIAL ADVISORS

16.30K

Mar 31, 26

+408

0.01%

CHOREO, LLC

16.29K

Mar 31, 26

-10.75K

0.01%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

16.25K

Mar 31, 26

+16.25K

0.01%

Stratos Wealth Partners, LTD.

15.60K

Mar 31, 26

+1.76K

0.01%

Pathstone Holdings, LLC

15.34K

Mar 31, 26

-2.00K

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

15.30K

Mar 31, 26

+2.82K

0.01%

Private Advisor Group, LLC

15.24K

Mar 31, 26

-11.95K

0.01%

NewEdge Wealth, LLC

14.81K

Mar 31, 26

0.01%

Generation Capital Management LLC

13.58K

Mar 31, 26

-30.31K

0.01%

TRUIST FINANCIAL CORP

13.00K

Mar 31, 26

+29

0.01%

Horizon Investments, LLC

12.89K

Mar 31, 26

+12.89K

0.01%

EXCHANGE TRADED CONCEPTS, LLC

12.89K

Mar 31, 26

+12.89K

0.01%

TWIN FOCUS CAPITAL PARTNERS, LLC

12.71K

Mar 31, 26

-27.50K

0.01%

StoneX Group Inc.

12.60K

Mar 31, 26

+12.60K

0.01%

Sterling Manor Financial, LLC

12.60K

Mar 31, 26

+12.60K

0.01%

CWM, LLC

12.16K

Mar 31, 26

+1.11K

0.01%

FOUNDERS CAPITAL MANAGEMENT, LLC

12.15K

Mar 31, 26

+103

0.01%

SEGALL BRYANT & HAMILL, LLC

11.97K

Mar 31, 26

+11.97K

0.01%

BANK OF MONTREAL /CAN/

11.89K

Mar 31, 26

0.01%

Brookstone Capital Management

11.73K

Mar 31, 26

+800

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

11.56K

Mar 31, 26

+228

0.01%

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

11.21K

Mar 31, 26

+340

0.01%

Abel Hall, LLC

11.20K

Mar 31, 26

0.01%

Bryn Mawr Capital Management, LLC

11.05K

Mar 31, 26

+11.05K

0.01%

Equitable Holdings, Inc.

10.89K

Mar 31, 26

+10.89K

0.01%

Independent Advisor Alliance

10.85K

Mar 31, 26

+10.85K

0.01%

SILVERLAKE WEALTH MANAGEMENT LLC

10.82K

Mar 31, 26

0.01%

Snowden Capital Advisors LLC

10.62K

Mar 31, 26

+208

0.01%

Benchmark Financial Wealth Advisors, LLC

10.44K

Mar 31, 26

+207

0.01%

VISTA INVESTMENT PARTNERS II, LLC

10.39K

Mar 31, 26

0.01%

Virtu Financial LLC

10.29K

Mar 31, 26

-2.98K

0.01%

CRA Financial Services, LLC

10.00K

Mar 31, 26

0.01%

Valmark Advisers, Inc.

9.80K

Mar 31, 26

0.01%

ENVESTNET ASSET MANAGEMENT INC

9.73K

Mar 31, 26

-687

0.01%

GoalVest Advisory LLC

9.39K

Mar 31, 26

0.01%

Pinion Investment Advisors, LLC

9.39K

Mar 31, 26

0.01%

Sequoia Financial Advisors, LLC

9.14K

Mar 31, 26

0.01%

Tradewinds Capital Management, LLC

8.87K

Mar 31, 26

0.01%

Allworth Financial LP

8.27K

Mar 31, 26

+142

0.01%

US BANCORP \DE\

7.92K

Mar 31, 26

+11

0.01%

FINANCIAL CONSULATE, INC

7.66K

Mar 31, 26

-4.73K

0.01%

IFP Advisors, Inc

6.26K

Mar 31, 26

+1.93K

0.01%

Glen Eagle Advisors, LLC

6.10K

Mar 31, 26

+1.19K

0.01%

FIRST COMMUNITY TRUST NA

4.68K

Mar 31, 26

0.00%

First Command Advisory Services, Inc.

4.42K

Mar 31, 26

0.00%

RESOURCES MANAGEMENT CORP /CT/ /ADV

4.05K

Mar 31, 26

+4.05K

0.00%

Scarborough Advisors, LLC

3.50K

Mar 31, 26

+70

0.00%

LRI Investments, LLC

3.11K

Mar 31, 26

+61

0.00%

ASSETMARK, INC

2.04K

Mar 31, 26

+1.60K

0.00%

Archer Investment Corp

1.89K

Mar 31, 26

0.00%

Rockefeller Capital Management L.P.

1.88K

Mar 31, 26

+1.56K

0.00%

Farther Finance Advisors, LLC

1.40K

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

1.39K

Mar 31, 26

+27

0.00%

Westfuller Advisors, LLC

1.33K

Mar 31, 26

+26

0.00%

Larson Financial Group LLC

1.22K

Mar 31, 26

+869

0.00%

Atlantic Union Bankshares Corp

1.18K

Mar 31, 26

0.00%

ATWOOD & PALMER INC

1.06K

Mar 31, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

1.03K

Mar 31, 26

-2.13K

0.00%

Millstone Evans Group, LLC

1.02K

Mar 31, 26

+20

0.00%

Advisory Services Network, LLC

1.01K

Mar 31, 26

+1.01K

0.00%

PRIVATE TRUST CO NA

797

Mar 31, 26

+14

0.00%

Sound Income Strategies, LLC

695

Mar 31, 26

+80

0.00%

Bangor Savings Bank

633

Mar 31, 26

0.00%

Dunhill Financial, LLC

632

Mar 31, 26

+12

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

544

Mar 31, 26

+544

0.00%

MATHER GROUP, LLC.

532

Mar 31, 26

+532

0.00%

ARMSTRONG ADVISORY GROUP, INC

500

Mar 31, 26

0.00%

WPG Advisers, LLC

419

Mar 31, 26

-659

0.00%

Hilltop National Bank

317

Mar 31, 26

0.00%

Thomas J. Herzfeld Advisors, Inc.

314

Mar 31, 26

0.00%

ROCKY MOUNTAIN ADVISERS, LLC

313

Mar 31, 26

0.00%

SMH CAPITAL ADVISORS INC

288

Mar 31, 26

-12.70K

0.00%

CoreCap Advisors, LLC

260

Mar 31, 26

0.00%

BlackRock, Inc.

197

Mar 31, 26

+197

0.00%

Morton Brown Family Wealth, LLC

194

Mar 31, 26

0.00%

WHITTIER TRUST CO

105

Mar 31, 26

0.00%

Root Financial Partners, LLC

Mar 31, 26

+81

0.00%

Russell Investments Group, Ltd.

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

-8

0.00%

CITIGROUP INC

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

Mar 31, 26

0.00%

TIAA TRUST, NATIONAL ASSOCIATION

Mar 31, 26

-10.26K

Penserra Capital Management LLC

Mar 31, 26

-325.21K

Wealth Watch Advisors, INC

Mar 31, 26

-4

DV Trading LLC

Mar 31, 26

-2

Dana Investment Advisors, Inc.

Mar 31, 26

-9.10K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-33.70K

MSH Capital Advisors LLC

Mar 31, 26

-8.82K

BOYD WATTERSON ASSET MANAGEMENT LLC/OH

Mar 31, 26

-300

ACCREDITED INVESTOR SERVICES, LLC

Mar 31, 26

-9.48K

Shaker Financial Services, LLC

Mar 31, 26

-164.39K

CENTRAL TRUST Co

Mar 31, 26

-430

Cherry Tree Wealth Management, LLC

Mar 31, 26

-252

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

Mar 31, 26

-9.85K

Segment Wealth Management, LLC

Mar 31, 26

-19.38K

SRS Capital Advisors, Inc.

Mar 31, 26

-970

BANK OF AMERICA CORP /DE/

281.29K

Dec 31, 25

+7.46K

0.23%

Concorde Asset Management, LLC

40.33K

Dec 31, 25

+2.75K

0.03%

NewEdge Advisors, LLC

31.36K

Dec 31, 25

-3.57K

0.03%

Farmers National Bank

27.23K

Dec 31, 25

0.02%

Vantage Financial Partners, LLC

10.33K

Dec 31, 25

+204

0.01%

Global Retirement Partners, LLC

7.45K

Dec 31, 25

+7.45K

0.01%

CENTAURUS FINANCIAL, INC.

5.12K

Dec 31, 25

+5.12K

0.00%

COMERICA BANK

3.54K

Dec 31, 25

-887

0.00%

CIBC Private Wealth Group, LLC

1.01K

Dec 31, 25

-7.94K

0.00%

MARYLAND CAPITAL ADVISORS INC.

175

Dec 31, 25

0.00%

BALYASNY ASSET MANAGEMENT L.P.

Dec 31, 25

-23.70K

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%