BAC-PL(BAC-PL)
BAC-PL
$1266.29—Stale · unknown old
NYSE • Last print unknown ago
$1266.29—Stale · unknown old
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Russell Investments Group, Ltd. | 5.42M | Jun 30, 26 | +900.00K | 1.48% |
| Verition Fund Management LLC | 4.69M | Jun 30, 26 | -285.00K | 1.28% |
| VOYA INVESTMENT MANAGEMENT LLC | 226.13K | Jun 30, 26 | -18.20K | 0.06% |
| BlackRock, Inc. | 158.77K | Jun 30, 26 | -2.25K | 0.04% |
| ADVENT CAPITAL MANAGEMENT /DE/ | 146.28K | Jun 30, 26 | -2.90K | 0.04% |
| CAMDEN ASSET MANAGEMENT L P /CA | 79.49K | Jun 30, 26 | +7.63K | 0.02% |
| VICTORY CAPITAL MANAGEMENT INC | 72.90K | Jun 30, 26 | +2.88K | 0.02% |
| TWO SIGMA INVESTMENTS, LP | 69.77K | Jun 30, 26 | -24.61K | 0.02% |
| Hudson Bay Capital Management LP | 64.37K | Jun 30, 26 | +28.18K | 0.02% |
| AMERIPRISE FINANCIAL INC | 57.33K | Jun 30, 26 | -158 | 0.02% |
| CSS LLC/IL | 50.37K | Jun 30, 26 | +40.06K | 0.01% |
| STATE STREET CORP | 46.36K | Jun 30, 26 | +5.89K | 0.01% |
| AMERICAN CENTURY COMPANIES INC | 42.90K | Jun 30, 26 | -196 | 0.01% |
| MORGAN STANLEY | 38.88K | Jun 30, 26 | -897 | 0.01% |
| ZAZOVE ASSOCIATES LLC | 35.92K | Jun 30, 26 | +260 | 0.01% |
| Walleye Capital LLC | 32.28K | Jun 30, 26 | +32.28K | 0.01% |
| FMR LLC | 32.21K | Jun 30, 26 | -1.56K | 0.01% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 30.11K | Jun 30, 26 | -13.22K | 0.01% |
| First Eagle Investment Management, LLC | 29.64K | Jun 30, 26 | -- | 0.01% |
| WELLS FARGO & COMPANY/MN | 28.75K | Jun 30, 26 | +9.59K | 0.01% |
| Calamos Advisors LLC | 27.73K | Jun 30, 26 | -469 | 0.01% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 27.25K | Jun 30, 26 | +107 | 0.01% |
| Advisors Capital Management, LLC | 27.02K | Jun 30, 26 | +2.20K | 0.01% |
| Nuveen, LLC | 26.34K | Jun 30, 26 | -604 | 0.01% |
| THRIVENT FINANCIAL FOR LUTHERANS | 23.99K | Jun 30, 26 | +260 | 0.01% |
| UBS Group AG | 22.71K | Jun 30, 26 | +5.13K | 0.01% |
| MACKAY SHIELDS LLC | 20.81K | Jun 30, 26 | -61 | 0.01% |
| LORD, ABBETT & CO. LLC | 17.65K | Jun 30, 26 | -- | 0.00% |
| SSI INVESTMENT MANAGEMENT LLC | 16.64K | Jun 30, 26 | +334 | 0.00% |
| VILLERE ST DENIS J & CO LLC | 16.52K | Jun 30, 26 | -2.09K | 0.00% |
| PIER 88 INVESTMENT PARTNERS LLC | 16.25K | Jun 30, 26 | +2.60K | 0.00% |
| EVERETT HARRIS & CO /CA/ | 14.12K | Jun 30, 26 | -110 | 0.00% |
| Colony Group, LLC | 13.15K | Jun 30, 26 | -107 | 0.00% |
| JPMORGAN CHASE & CO | 13.06K | Jun 30, 26 | +1.03K | 0.00% |
| Phraction Management LLC | 12.16K | Jun 30, 26 | -67 | 0.00% |
| Lombard Odier Asset Management (Europe) Ltd | 11.32K | Jun 30, 26 | +11.32K | 0.00% |
| FRANKLIN RESOURCES INC | 10.90K | Jun 30, 26 | -400 | 0.00% |
| Invesco Ltd. | 9.61K | Jun 30, 26 | -8.81K | 0.00% |
| NEW ENGLAND ASSET MANAGEMENT INC | 9.44K | Jun 30, 26 | -- | 0.00% |
| LAZARD ASSET MANAGEMENT LLC | 9.18K | Jun 30, 26 | -- | 0.00% |
| LPL Financial LLC | 8.53K | Jun 30, 26 | +214 | 0.00% |
| RATIONAL ADVISORS LLC | 8.05K | Jun 30, 26 | -- | 0.00% |
| Skaana Management L.P. | 7.59K | Jun 30, 26 | -1.23K | 0.00% |
| CONNING INC. | 7.24K | Jun 30, 26 | -- | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 7.04K | Jun 30, 26 | -54 | 0.00% |
| RB Capital Management, LLC | 6.87K | Jun 30, 26 | -188 | 0.00% |
| BANK OF AMERICA CORP /DE/ | 6.71K | Jun 30, 26 | +327 | 0.00% |
| Xcel Wealth Management, LLC | 6.62K | Jun 30, 26 | +760 | 0.00% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6.33K | Jun 30, 26 | +1.14K | 0.00% |
| Stratos Wealth Partners, LTD. | 6.28K | Jun 30, 26 | +49 | 0.00% |
| NOMURA HOLDINGS INC | 6.25K | Jun 30, 26 | -922 | 0.00% |
| WHALEROCK POINT PARTNERS, LLC | 5.15K | Jun 30, 26 | -155 | 0.00% |
| Ameritas Advisory Services, LLC | 5.04K | Jun 30, 26 | +1.21K | 0.00% |
| EPIQ PARTNERS, LLC | 4.98K | Jun 30, 26 | +1 | 0.00% |
| ALLIANCEBERNSTEIN L.P. | 4.96K | Jun 30, 26 | -2.80K | 0.00% |
| Hudson Capital Management LLC | 4.95K | Jun 30, 26 | +83 | 0.00% |
| Cutler Capital Management, LLC | 4.91K | Jun 30, 26 | +1.55K | 0.00% |
| Spears Abacus Advisors LLC | 4.72K | Jun 30, 26 | -33 | 0.00% |
| Laffer Tengler Investments | 4.29K | Jun 30, 26 | +81 | 0.00% |
| Aequim Alternative Investments LP | 4.28K | Jun 30, 26 | -- | 0.00% |
| STIFEL FINANCIAL CORP | 3.86K | Jun 30, 26 | -1.26K | 0.00% |
| Peloton Wealth Strategists | 3.65K | Jun 30, 26 | +5 | 0.00% |
| Seven Springs Wealth Group, LLC | 3.64K | Jun 30, 26 | +266 | 0.00% |
| ROYAL BANK OF CANADA | 3.60K | Jun 30, 26 | +113 | 0.00% |
| WELLINGTON MANAGEMENT GROUP LLP | 3.48K | Jun 30, 26 | -1.53K | 0.00% |
| Kestra Advisory Services, LLC | 3.18K | Jun 30, 26 | -123 | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.04K | Jun 30, 26 | +985 | 0.00% |
| PALISADE CAPITAL MANAGEMENT, LP | 3.02K | Jun 30, 26 | -762 | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 2.79K | Jun 30, 26 | -- | 0.00% |
| LAKE STREET FINANCIAL LLC | 2.78K | Jun 30, 26 | -96 | 0.00% |
| AGF MANAGEMENT LTD | 2.50K | Jun 30, 26 | -- | 0.00% |
| Mariner, LLC | 2.47K | Jun 30, 26 | +22 | 0.00% |
| Marathon Trading Investment Management LLC | 2.46K | Jun 30, 26 | -- | 0.00% |
| KCM INVESTMENT ADVISORS LLC | 2.33K | Jun 30, 26 | -4 | 0.00% |
| Neuberger Berman Group LLC | 2.29K | Jun 30, 26 | -153 | 0.00% |
| AEGON USA Investment Management, LLC | 2.25K | Jun 30, 26 | -- | 0.00% |
| FOUNDERS CAPITAL MANAGEMENT, LLC | 2.22K | Jun 30, 26 | -1 | 0.00% |
| MONTAG A & ASSOCIATES INC | 2.16K | Jun 30, 26 | -- | 0.00% |
| LexAurum Advisors, LLC | 2.13K | Jun 30, 26 | -2 | 0.00% |
| ALEXANDER LABRUNERIE & CO., INC. | 2.02K | Jun 30, 26 | -41 | 0.00% |
| Private Wealth Partners, LLC | 2.00K | Jun 30, 26 | -- | 0.00% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 1.96K | Jun 30, 26 | -35 | 0.00% |
| Snowden Capital Advisors LLC | 1.96K | Jun 30, 26 | -4 | 0.00% |
| Uniplan Investment Counsel, Inc. | 1.82K | Jun 30, 26 | -99 | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | 1.75K | Jun 30, 26 | +44 | 0.00% |
| SHRIER WEALTH MANAGEMENT, LLC | 1.71K | Jun 30, 26 | -20 | 0.00% |
| CAPTRUST FINANCIAL ADVISORS | 1.71K | Jun 30, 26 | -443 | 0.00% |
| HRT FINANCIAL LP | 1.65K | Jun 30, 26 | +1.20K | 0.00% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1.57K | Jun 30, 26 | -- | 0.00% |
| SUMMITRY LLC | 1.55K | Jun 30, 26 | -2 | 0.00% |
| Edgemoor Investment Advisors, Inc. | 1.52K | Jun 30, 26 | -50 | 0.00% |
| RMB Capital Management, LLC | 1.49K | Jun 30, 26 | -7 | 0.00% |
| Union Bancaire Privee, UBP SA | 1.42K | Jun 30, 26 | -- | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.41K | Jun 30, 26 | +260 | 0.00% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 1.33K | Jun 30, 26 | +84 | 0.00% |
| Diversify Advisory Services, LLC | 1.33K | Jun 30, 26 | +117 | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 1.30K | Jun 30, 26 | -19 | 0.00% |
| Apella Capital, LLC | 1.19K | Jun 30, 26 | -15 | 0.00% |
| Warberg Asset Management LLC | 1.18K | Jun 30, 26 | -320 | 0.00% |
| HUNTINGTON NATIONAL BANK | 1.14K | Jun 30, 26 | -- | 0.00% |
| Cove Private Wealth, LLC | 1.12K | Jun 30, 26 | +3 | 0.00% |
| IMA Wealth, Inc. | 1.11K | Jun 30, 26 | +1.11K | 0.00% |
| Magnus Financial Group LLC | 1.11K | Jun 30, 26 | -- | 0.00% |
| GOLDMAN SACHS GROUP INC | 1.09K | Jun 30, 26 | -- | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 1.07K | Jun 30, 26 | +128 | 0.00% |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 1.06K | Jun 30, 26 | -- | 0.00% |
| High Point Wealth Management, LLC | 1.06K | Jun 30, 26 | +50 | 0.00% |
| SEI INVESTMENTS CO | 1.03K | Jun 30, 26 | -273 | 0.00% |
| Baird Financial Group, Inc. | 1.03K | Jun 30, 26 | +120 | 0.00% |
| Pinnacle Holdings, LLC | 995 | Jun 30, 26 | -17 | 0.00% |
| SRS Capital Advisors, Inc. | 905 | Jun 30, 26 | +905 | 0.00% |
| Spectrum Asset Management, Inc. | 897 | Jun 30, 26 | -- | 0.00% |
| MeadowBrook Investment Advisors LLC | 890 | Jun 30, 26 | -25 | 0.00% |
| Penobscot Investment Management Company, Inc. | 888 | Jun 30, 26 | -- | 0.00% |
| Cetera Investment Advisers | 876 | Jun 30, 26 | +81 | 0.00% |
| Tamar Securities, LLC | 856 | Jun 30, 26 | +53 | 0.00% |
| 180 WEALTH ADVISORS, LLC | 840 | Jun 30, 26 | -105 | 0.00% |
| US BANCORP \DE\ | 839 | Jun 30, 26 | +10 | 0.00% |
| Momentum Wealth Planning, LLC | 826 | Jun 30, 26 | -1 | 0.00% |
| JT Stratford LLC | 807 | Jun 30, 26 | -487 | 0.00% |
| UMB Bank, n.a. | 798 | Jun 30, 26 | -- | 0.00% |
| VIRTUE ASSET MANAGEMENT LLC | 774 | Jun 30, 26 | -- | 0.00% |
| Rockefeller Capital Management L.P. | 772 | Jun 30, 26 | -12 | 0.00% |
| WEBSTER BANK, N. A. | 748 | Jun 30, 26 | -- | 0.00% |
| Apollon Financial, LLC | 744 | Jun 30, 26 | -62 | 0.00% |
| WETZEL INVESTMENT ADVISORS, INC. | 700 | Jun 30, 26 | -- | 0.00% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 698 | Jun 30, 26 | -32 | 0.00% |
| D.A. DAVIDSON & CO. | 681 | Jun 30, 26 | -15 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 670 | Jun 30, 26 | +135 | 0.00% |
| Dorsey & Whitney Trust CO LLC | 652 | Jun 30, 26 | -- | 0.00% |
| Principle Wealth Partners LLC | 647 | Jun 30, 26 | -10 | 0.00% |
| BOS Asset Management, LLC | 633 | Jun 30, 26 | -- | 0.00% |
| Central Pacific Bank - Trust Division | 626 | Jun 30, 26 | -- | 0.00% |
| FIRST FOUNDATION ADVISORS | 577 | Jun 30, 26 | -- | 0.00% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 560 | Jun 30, 26 | +210 | 0.00% |
| TERRIL BROTHERS, INC. | 558 | Jun 30, 26 | -- | 0.00% |
| DAYMARK WEALTH PARTNERS, LLC | 542 | Jun 30, 26 | +144 | 0.00% |
| CIBC Bancorp USA Inc. | 541 | Jun 30, 26 | +541 | 0.00% |
| Asset Allocation & Management Company, LLC | 519 | Jun 30, 26 | -- | 0.00% |
| Resurgent Financial Advisors LLC | 514 | Jun 30, 26 | -14 | 0.00% |
| Janney Montgomery Scott LLC | 506 | Jun 30, 26 | -- | 0.00% |
| NOVARE CAPITAL MANAGEMENT LLC | 504 | Jun 30, 26 | -- | 0.00% |
| Waterloo Capital, L.P. | 504 | Jun 30, 26 | +6 | 0.00% |
| Cresset Asset Management, LLC | 499 | Jun 30, 26 | -- | 0.00% |
| CI Private Wealth, LLC | 497 | Jun 30, 26 | -51 | 0.00% |
| NewEdge Advisors, LLC | 480 | Jun 30, 26 | +18 | 0.00% |
| Benson Investment Management Company, Inc. | 475 | Jun 30, 26 | -- | 0.00% |
| TRUIST FINANCIAL CORP | 468 | Jun 30, 26 | -44 | 0.00% |
| JRM Investment Counsel, LLC | 466 | Jun 30, 26 | +5 | 0.00% |
| Patriot Financial Group Insurance Agency, LLC | 453 | Jun 30, 26 | -453 | 0.00% |
| ROMAN BUTLER FULLERTON & CO | 450 | Jun 30, 26 | -- | 0.00% |
| INSIGNEO ADVISORY SERVICES, LLC | 449 | Jun 30, 26 | -- | 0.00% |
| BLAIR WILLIAM & CO/IL | 448 | Jun 30, 26 | -46 | 0.00% |
| SG Americas Securities, LLC | 430 | Jun 30, 26 | -- | 0.00% |
| Sowell Financial Services LLC | 421 | Jun 30, 26 | -- | 0.00% |
| 10Elms LLP | 417 | Jun 30, 26 | +6 | 0.00% |
| Valeo Financial Advisors, LLC | 410 | Jun 30, 26 | -180 | 0.00% |
| Ares Systematic Credit Ltd | 408 | Jun 30, 26 | -- | 0.00% |
| Integrated Wealth Concepts LLC | 385 | Jun 30, 26 | -- | 0.00% |
| MARATHON CAPITAL MANAGEMENT | 385 | Jun 30, 26 | -5 | 0.00% |
| SCOTIA CAPITAL INC. | 366 | Jun 30, 26 | -645 | 0.00% |
| CENTAURUS FINANCIAL, INC. | 365 | Jun 30, 26 | -- | 0.00% |
| MONECO Advisors, LLC | 360 | Jun 30, 26 | +360 | 0.00% |
| Cerity Partners LLC | 359 | Jun 30, 26 | -- | 0.00% |
| INCOME RESEARCH & MANAGEMENT | 355 | Jun 30, 26 | -- | 0.00% |
| TCFG Investment Advisors, LLC | 340 | Jun 30, 26 | -- | 0.00% |
| IEQ CAPITAL, LLC | 338 | Jun 30, 26 | -- | 0.00% |
| BANK OF MONTREAL /CAN/ | 336 | Jun 30, 26 | +17 | 0.00% |
| FIFTH THIRD BANCORP | 331 | Jun 30, 26 | -30 | 0.00% |
| SAX WEALTH ADVISORS, LLC | 330 | Jun 30, 26 | -- | 0.00% |
| Kaizen Financial Strategies | 330 | Jun 30, 26 | +5 | 0.00% |
| Calamos Wealth Management LLC | 326 | Jun 30, 26 | +6 | 0.00% |
| SCS Capital Management LLC | 325 | Jun 30, 26 | -- | 0.00% |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 325 | Jun 30, 26 | -- | 0.00% |
| DLK Investment Management, LLC | 318 | Jun 30, 26 | +318 | 0.00% |
| PFG Investments, LLC | 314 | Jun 30, 26 | -- | 0.00% |
| DAVIS R M INC | 310 | Jun 30, 26 | -- | 0.00% |
| ISLAY CAPITAL MANAGEMENT, LLC | 300 | Jun 30, 26 | -- | 0.00% |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 293 | Jun 30, 26 | +75 | 0.00% |
| WHITTIER TRUST CO | 289 | Jun 30, 26 | -30 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 279 | Jun 30, 26 | -175 | 0.00% |
| Oxbow Advisors, LLC | 273 | Jun 30, 26 | -16 | 0.00% |
| Beverly Hills Private Wealth, LLC | 271 | Jun 30, 26 | +271 | 0.00% |
| Resources Investment Advisors, LLC. | 269 | Jun 30, 26 | -- | 0.00% |
| CITIGROUP INC | 269 | Jun 30, 26 | -8 | 0.00% |
| Galvin, Gaustad & Stein, LLC | 266 | Jun 30, 26 | -- | 0.00% |
| Allworth Financial LP | 263 | Jun 30, 26 | +29 | 0.00% |
| Arkadios Wealth Advisors | 259 | Jun 30, 26 | -215 | 0.00% |
| SJBENEN ADVISORY, LLC | 254 | Jun 30, 26 | -10 | 0.00% |
| Evanson Financial, LLC | 251 | Jun 30, 26 | +251 | 0.00% |
| IFG Advisory, LLC | 240 | Jun 30, 26 | +240 | 0.00% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 240 | Jun 30, 26 | -9 | 0.00% |
| Certified Advisory Corp | 237 | Jun 30, 26 | -109 | 0.00% |
| Vanguard Capital Wealth Advisors | 230 | Jun 30, 26 | -- | 0.00% |
| Chicago Partners Investment Group LLC | 230 | Jun 30, 26 | -172 | 0.00% |
| Federation des caisses Desjardins du Quebec | 224 | Jun 30, 26 | -- | 0.00% |
| WEDBUSH SECURITIES INC | 218 | Jun 30, 26 | -4 | 0.00% |
| Creative Planning | 215 | Jun 30, 26 | -32 | 0.00% |
| LifeSteps Financial, Inc. | 214 | Jun 30, 26 | +12 | 0.00% |
| Financial Plan, Inc. | 213 | Jun 30, 26 | -- | 0.00% |
| Crescent Grove Advisors, LLC | 212 | Jun 30, 26 | -- | 0.00% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 212 | Jun 30, 26 | -- | 0.00% |
| Aull & Monroe Investment Management Corp | 210 | Jun 30, 26 | -- | 0.00% |
| Stratos Wealth Advisors, LLC | 205 | Jun 30, 26 | +11 | 0.00% |
| OPPENHEIMER & CO INC | 204 | Jun 30, 26 | -- | 0.00% |
| Steigerwald, Gordon & Koch Inc. | 200 | Jun 30, 26 | -- | 0.00% |
| Balentine LLC | 200 | Jun 30, 26 | -- | 0.00% |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | 196 | Jun 30, 26 | -- | 0.00% |
| Topsail Wealth Management, LLC | 189 | Jun 30, 26 | -- | 0.00% |
| Northside Capital Management, LLC | 185 | Jun 30, 26 | -- | 0.00% |
| Bank & Trust Co | 182 | Jun 30, 26 | -- | 0.00% |
| Argent Trust Co | 182 | Jun 30, 26 | -- | 0.00% |
| Perigon Wealth Management, LLC | 177 | Jun 30, 26 | -- | 0.00% |
| Bright Futures Wealth Management, LLC. | 176 | Jun 30, 26 | +176 | 0.00% |
| Pacific Wealth Strategies Group, Inc. | 173 | Jun 30, 26 | -198 | 0.00% |
| OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 172 | Jun 30, 26 | -- | 0.00% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 170 | Jun 30, 26 | -- | 0.00% |
| EXCALIBUR MANAGEMENT CORP | 168 | Jun 30, 26 | -- | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 146 | Jun 30, 26 | +146 | 0.00% |
| AlphaCore Capital LLC | 140 | Jun 30, 26 | +8 | 0.00% |
| HOLLENCREST CAPITAL MANAGEMENT | 140 | Jun 30, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 139 | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 117 | Jun 30, 26 | -13 | 0.00% |
| BRYN MAWR TRUST Co | 116 | Jun 30, 26 | -- | 0.00% |
| ANGELES WEALTH MANAGEMENT, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| Founders Financial Alliance, LLC | 97 | Jun 30, 26 | +1 | 0.00% |
| Virtus Fixed Income Advisers, LLC | 94 | Jun 30, 26 | +94 | 0.00% |
| PRIVATE TRUST CO NA | 92 | Jun 30, 26 | -7 | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 85 | Jun 30, 26 | -- | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 80 | Jun 30, 26 | +23 | 0.00% |
| CoreCap Advisors, LLC | 77 | Jun 30, 26 | -4 | 0.00% |
| Steward Partners Investment Advisory, LLC | 76 | Jun 30, 26 | -8 | 0.00% |
| NBC SECURITIES, INC. | 66 | Jun 30, 26 | +66 | 0.00% |
| ROCKY MOUNTAIN ADVISERS, LLC | 50 | Jun 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 50 | Jun 30, 26 | -- | 0.00% |
| Colonial Trust Co / SC | 46 | Jun 30, 26 | -- | 0.00% |
| BESSEMER GROUP INC | 45 | Jun 30, 26 | -120 | 0.00% |
| LOGAN CAPITAL MANAGEMENT INC | 44 | Jun 30, 26 | +44 | 0.00% |
| Smithfield Trust Co | 41 | Jun 30, 26 | -- | 0.00% |
| Quent Capital, LLC | 40 | Jun 30, 26 | -- | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 39 | Jun 30, 26 | -- | 0.00% |
| Ashton Thomas Private Wealth, LLC | 37 | Jun 30, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 35 | Jun 30, 26 | -8 | 0.00% |
| Farther Finance Advisors, LLC | 35 | Jun 30, 26 | -- | 0.00% |
| Colonial Trust Advisors | 34 | Jun 30, 26 | -- | 0.00% |
| ALERUS FINANCIAL NA | 30 | Jun 30, 26 | -- | 0.00% |
| Highland Investment Advisors LLC | 29 | Jun 30, 26 | +29 | 0.00% |
| Darwin Wealth Management, LLC | 26 | Jun 30, 26 | -- | 0.00% |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 25 | Jun 30, 26 | -- | 0.00% |
| Crews Bank & Trust | 25 | Jun 30, 26 | -- | 0.00% |
| Grove Bank & Trust | 25 | Jun 30, 26 | -- | 0.00% |
| Virtus ETF Advisers LLC | 22 | Jun 30, 26 | -- | 0.00% |
| Powell Investment Advisors, LLC | 20 | Jun 30, 26 | -- | 0.00% |
| PROSPERITY BANCSHARES INC | 16 | Jun 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 15 | Jun 30, 26 | +3 | 0.00% |
| Rossby Financial, LCC | 13 | Jun 30, 26 | -10 | 0.00% |
| CNB Bank | 12 | Jun 30, 26 | -- | 0.00% |
| Keating Financial Advisory Services, Inc. | 11 | Jun 30, 26 | -- | 0.00% |
| BOKF, NA | 10 | Jun 30, 26 | -- | 0.00% |
| Hickory Point Bank & Trust | 8 | Jun 30, 26 | -- | 0.00% |
| Institute for Wealth Management, LLC. | 7 | Jun 30, 26 | +7 | 0.00% |
| Family Management Corp | 6 | Jun 30, 26 | -- | 0.00% |
| Caldwell Trust Co | 5 | Jun 30, 26 | -- | 0.00% |
| Center for Financial Planning, Inc. | 5 | Jun 30, 26 | -- | 0.00% |
| Capital Investment Advisory Services, LLC | 4 | Jun 30, 26 | -- | 0.00% |
| North Star Investment Management Corp. | 4 | Jun 30, 26 | -- | 0.00% |
| CHAPMAN FINANCIAL GROUP, LLC | 4 | Jun 30, 26 | -- | 0.00% |
| Cape Investment Advisory, Inc. | 4 | Jun 30, 26 | +4 | 0.00% |
| Strategic Wealth Partners, Ltd. | 4 | Jun 30, 26 | +4 | 0.00% |
| Global Retirement Partners, LLC | 3 | Jun 30, 26 | +3 | 0.00% |
| American Capital Advisory, LLC | 3 | Jun 30, 26 | -- | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 3 | Jun 30, 26 | -- | 0.00% |
| Spire Wealth Management | 1 | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 1 | Jun 30, 26 | +1 | 0.00% |
| TD PRIVATE CLIENT WEALTH LLC | 1 | Jun 30, 26 | -- | 0.00% |
| CONQUIS FINANCIAL LLC | 1 | Jun 30, 26 | -- | 0.00% |
| Marex Group plc | -- | Jun 30, 26 | -300 | -- |
| SEARLE & CO. | -- | Jun 30, 26 | -2.44K | -- |
| ROMANO BROTHERS AND COMPANY | -- | Jun 30, 26 | -170 | -- |
| Prospera Financial Services Inc | -- | Jun 30, 26 | -204 | -- |
| COHEN & STEERS, INC. | -- | Jun 30, 26 | -200 | -- |
| CHELSEA COUNSEL CO | -- | Jun 30, 26 | -15 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -1.45K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -46 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -91 | -- |
| Westshore Wealth, LLC | -- | Jun 30, 26 | -277 | -- |
| ICON ADVISERS INC/CO | -- | Jun 30, 26 | -7.17K | -- |
| HOWE & RUSLING INC | -- | Jun 30, 26 | -28 | -- |
| Private Advisor Group, LLC | -- | Jun 30, 26 | -572 | -- |
| EVOLVE PRIVATE WEALTH, LLC | -- | Jun 30, 26 | -933 | -- |
| Coordinated Financial Services, Inc. | 1.05K | Mar 31, 26 | +3 | 0.00% |
| CWM, LLC | 497 | Mar 31, 26 | -2 | 0.00% |
| U.S. Capital Wealth Advisors, LLC | 385 | Mar 31, 26 | -- | 0.00% |
| TCFG WEALTH MANAGEMENT, LLC | 340 | Mar 31, 26 | -- | 0.00% |
| Evanson Asset Management, LLC | 251 | Mar 31, 26 | -- | 0.00% |
| Cadence Bank | 1.07K | Dec 31, 25 | +181 | 0.00% |
| Bowman & Co S.C. | 265 | Dec 31, 25 | +3 | 0.00% |
| COMERICA BANK | 219 | Dec 31, 25 | -48 | 0.00% |
| CIBC Private Wealth Group, LLC | 41 | Dec 31, 25 | -- | 0.00% |
| Stonegate Investment Group, LLC | 533 | Sep 30, 25 | -- | 0.00% |
| GRIES FINANCIAL LLC | 227 | Sep 30, 25 | -- | 0.00% |
| SCHNIEDERS CAPITAL MANAGEMENT LLC | 1.06K | Jun 30, 25 | -- | 0.00% |
| Capital Market Strategies LLC | 548 | Jun 30, 25 | -137 | 0.00% |
| Wambolt & Associates, LLC | 484 | Jun 30, 25 | -1 | 0.00% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -178 | -- |
| Coordinated Financial Services, Inc./CO | 1.04K | Mar 31, 25 | +1.04K | 0.00% |
| Transform Wealth, LLC | 180 | Mar 31, 25 | -- | 0.00% |
| Nuveen Asset Management, LLC | 34.54K | Dec 31, 24 | -14 | 0.01% |
| Sugarloaf Wealth Management, LLC | 577 | Dec 31, 24 | -50 | 0.00% |
| Edge Capital Group, LLC | 325 | Dec 31, 24 | -- | 0.00% |
| PRIVATE CAPITAL MANAGEMENT LLC | -- | Dec 31, 24 | -10 | -- |
| RAYMOND JAMES & ASSOCIATES | 6.15K | Sep 30, 24 | -12 | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 1.41K | Sep 30, 24 | +41 | 0.00% |
| FinTrust Capital Advisors, LLC | 94 | Sep 30, 24 | -- | 0.00% |
| M&R CAPITAL MANAGEMENT INC | 12 | Sep 30, 24 | -- | 0.00% |
| BlackRock Inc. | 152.15K | Jun 30, 24 | -4.10K | 0.04% |
| Relative Value Partners Group, LLC | 3.18K | Jun 30, 24 | +3.18K | 0.00% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | -- | Jun 30, 24 | -333 | -- |
| CREDIT SUISSE AG/ | 600 | Mar 31, 24 | -5.00K | 0.00% |
| Cetera Advisor Networks LLC | 209 | Mar 31, 24 | +13 | 0.00% |
| PUTNAM INVESTMENTS LLC | 12.95K | Dec 31, 23 | +789 | 0.00% |
| Bartlett & Co. LLC | 2 | Dec 31, 23 | -- | 0.00% |
| GOODWIN DANIEL L | 1.64K | Sep 30, 23 | -- | 0.00% |
| Endurance Wealth Management, Inc. | 25 | Jun 30, 23 | -- | 0.00% |
| Capital Financial Services, LLC | 372 | Dec 31, 22 | -- | 0.00% |
| Burleson & Company, LLC | 130 | Dec 31, 22 | -- | 0.00% |
| Sargent Bickham Lagudis LLC | 25 | Dec 31, 22 | +25 | 0.00% |
| Cribstone Capital Management, LLC | 9 | Dec 31, 22 | -- | 0.00% |
| EATON VANCE MANAGEMENT | 2.35K | Sep 30, 22 | -- | 0.00% |
| American Portfolios Advisors | 362 | Sep 30, 22 | -- | 0.00% |
| Covington Capital Management | 12 | Sep 30, 22 | -- | 0.00% |
| FourThought Financial, LLC | -- | Sep 30, 22 | -37 | -- |
| Cordasco Financial Network | 505 | Jun 30, 22 | +505 | 0.00% |
| Private Capital Group, LLC | 2 | Jun 30, 22 | -7 | 0.00% |
| People's United Financial, Inc. | 944 | Mar 31, 22 | -- | 0.00% |
| CAPITAL ONE FINANCIAL CORP | -- | Mar 31, 22 | -452 | -- |
| Resource Management, LLC | 145 | Dec 31, 21 | +145 | 0.00% |
| REILLY FINANCIAL ADVISORS, LLC | 3 | Dec 31, 21 | +3 | 0.00% |
| Ameritas Investment Company, LLC | 190 | Sep 30, 21 | +190 | 0.00% |
| NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 18.64K | Sep 30, 20 | +4.01K | 0.01% |
| CAPITAL ONE, NATIONAL ASSOCIATION | 452 | Dec 31, 19 | +452 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 419 | Dec 31, 19 | +94 | 0.00% |
| Advisor Group, Inc. | 372 | Dec 31, 19 | +37 | 0.00% |
| Capital One Investing, Inc. | 452 | Sep 30, 19 | -- | 0.00% |
| Planning Solutions Group LLC | 219 | Jun 30, 19 | -- | 0.00% |
| HL FINANCIAL SERVICES LLC | 555 | Mar 31, 19 | -- | 0.00% |
| KHP Capital, LLC | 37 | Sep 30, 18 | -- | 0.00% |
| Global X Management CO LLC | 2.38K | Jun 30, 18 | +1.79K | 0.00% |
| ASSET ADVISORS CORP | 50 | Jun 30, 18 | +50 | 0.00% |
| HUTCHENS INVESTMENT MANAGEMENT INC | -- | Dec 31, 17 | -- | -- |
| Claren Road Asset Management, LLC | -- | Sep 30, 17 | -2.00K | -- |
| Commonwealth Equity Services, Inc | 772 | Jun 30, 17 | +18 | 0.00% |
| Windsor Financial Group, LLC | 390 | Jun 30, 17 | -- | 0.00% |
| Virtu KCG Holdings LLC | 178 | Jun 30, 17 | +178 | 0.00% |
| MSI Financial Services Inc | 20 | Dec 31, 16 | -- | 0.00% |
| VSR Financial Services, Inc. | 301 | Jun 30, 16 | +91 | 0.00% |
| CHUBB CORP | 2.00K | Dec 31, 15 | -- | 0.00% |
| DINSMORE CAPITAL MANAGEMENT CO/NJ | 2.50K | Sep 30, 15 | -- | 0.00% |
| SEI TRUST CO | 36.24K | Sep 30, 14 | +374 | 0.01% |
| UBS AG | 1.55K | Sep 30, 14 | +203 | 0.00% |
| 1919 Investment Counsel, LLC | 1.10K | Sep 30, 14 | -- | 0.00% |
| F&C Asset Management plc | 26.38K | Mar 31, 14 | -2.72K | 0.01% |
| STIFEL NICOLAUS & CO INC \MO\ | 1.08K | Sep 30, 13 | -37 | 0.00% |
| KNIGHT CAPITAL GROUP LLC | -- | Jun 30, 13 | -312 | -- |
| MANULIFE INVESTMENT MANAGEMENT (US) LLC | 24.34K | Mar 31, 13 | +24.34K | 0.01% |
| First Allied Securities, Inc. | 116 | Jun 30, 12 | +10 | 0.00% |
| VALUE LINE INC | 850 | Sep 30, 10 | +850 | 0.00% |