BAC-PL(BAC-PL)

$1263.11—Earnings in 6d

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BAC-PL(BAC-PL)

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$1263.11—Earnings in 6d

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BAC-PL(BAC-PL)

BAC-PL

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 350 Institutional Holders

Holder	Shares	Date	Change	% Held
EPIQ PARTNERS, LLC	4.98K	Jun 30, 26	+1	0.00%
180 WEALTH ADVISORS, LLC	840	Jun 30, 26	-105	0.00%
Central Pacific Bank - Trust Division	626	Jun 30, 26	--	0.00%
Grove Bank & Trust	25	Jun 30, 26	--	0.00%
Verition Fund Management LLC	4.97M	Mar 31, 26	+4.97M	1.34%
Russell Investments Group, Ltd.	4.52M	Mar 31, 26	-66.00K	1.22%
VOYA INVESTMENT MANAGEMENT LLC	244.34K	Mar 31, 26	-25.63K	0.07%
BlackRock, Inc.	161.02K	Mar 31, 26	-825	0.04%
ADVENT CAPITAL MANAGEMENT /DE/	149.17K	Mar 31, 26	-8.14K	0.04%
TWO SIGMA INVESTMENTS, LP	94.38K	Mar 31, 26	+94.38K	0.03%
CAMDEN ASSET MANAGEMENT L P /CA	71.86K	Mar 31, 26	-65.87K	0.02%
VICTORY CAPITAL MANAGEMENT INC	70.02K	Mar 31, 26	+236	0.02%
AMERIPRISE FINANCIAL INC	57.49K	Mar 31, 26	+9.23K	0.02%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	43.33K	Mar 31, 26	+73	0.01%
AMERICAN CENTURY COMPANIES INC	43.09K	Mar 31, 26	+117	0.01%
STATE STREET CORP	40.46K	Mar 31, 26	-1.45K	0.01%
MORGAN STANLEY	39.77K	Mar 31, 26	+217	0.01%
Hudson Bay Capital Management LP	36.19K	Mar 31, 26	+36.19K	0.01%
ZAZOVE ASSOCIATES LLC	35.66K	Mar 31, 26	+27.85K	0.01%
FMR LLC	33.77K	Mar 31, 26	--	0.01%
First Eagle Investment Management, LLC	29.64K	Mar 31, 26	--	0.01%
Calamos Advisors LLC	28.19K	Mar 31, 26	+198	0.01%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	27.14K	Mar 31, 26	+517	0.01%
Nuveen, LLC	26.95K	Mar 31, 26	-7.42K	0.01%
Advisors Capital Management, LLC	24.82K	Mar 31, 26	+953	0.01%
THRIVENT FINANCIAL FOR LUTHERANS	23.73K	Mar 31, 26	-1.00K	0.01%
MACKAY SHIELDS LLC	20.87K	Mar 31, 26	-60	0.01%
WELLS FARGO & COMPANY/MN	19.16K	Mar 31, 26	-8.30K	0.01%
VILLERE ST DENIS J & CO LLC	18.61K	Mar 31, 26	+25	0.01%
Invesco Ltd.	18.41K	Mar 31, 26	-1.84K	0.00%
LORD, ABBETT & CO. LLC	17.65K	Mar 31, 26	--	0.00%
UBS Group AG	17.58K	Mar 31, 26	+10.02K	0.00%
SSI INVESTMENT MANAGEMENT LLC	16.31K	Mar 31, 26	+424	0.00%
EVERETT HARRIS & CO /CA/	14.22K	Mar 31, 26	-665	0.00%
PIER 88 INVESTMENT PARTNERS LLC	13.65K	Mar 31, 26	-370	0.00%
Colony Group, LLC	13.26K	Mar 31, 26	-136	0.00%
Phraction Management LLC	12.22K	Mar 31, 26	+1.69K	0.00%
JPMORGAN CHASE & CO	12.03K	Mar 31, 26	-2.45K	0.00%
FRANKLIN RESOURCES INC	11.30K	Mar 31, 26	+400	0.00%
CSS LLC/IL	10.31K	Mar 31, 26	-13.35K	0.00%
NEW ENGLAND ASSET MANAGEMENT INC	9.44K	Mar 31, 26	--	0.00%
LAZARD ASSET MANAGEMENT LLC	9.18K	Mar 31, 26	-140	0.00%
Skaana Management L.P.	8.82K	Mar 31, 26	+8.82K	0.00%
LPL Financial LLC	8.32K	Mar 31, 26	+978	0.00%
RATIONAL ADVISORS LLC	8.05K	Mar 31, 26	--	0.00%
ALLIANCEBERNSTEIN L.P.	7.76K	Mar 31, 26	-165	0.00%
CONNING INC.	7.24K	Mar 31, 26	+1.00K	0.00%
ICON ADVISERS INC/CO	7.17K	Mar 31, 26	+2.03K	0.00%
NOMURA HOLDINGS INC	7.17K	Mar 31, 26	+7.17K	0.00%
RAYMOND JAMES FINANCIAL INC	7.10K	Mar 31, 26	-153	0.00%
RB Capital Management, LLC	7.06K	Mar 31, 26	+103	0.00%
BANK OF AMERICA CORP /DE/	6.38K	Mar 31, 26	+2.00K	0.00%
Stratos Wealth Partners, LTD.	6.24K	Mar 31, 26	+240	0.00%
Xcel Wealth Management, LLC	5.86K	Mar 31, 26	+265	0.00%
WHALEROCK POINT PARTNERS, LLC	5.31K	Mar 31, 26	+900	0.00%
Universal- Beteiligungs- und Servicegesellschaft mbH	5.19K	Mar 31, 26	+1.60K	0.00%
STIFEL FINANCIAL CORP	5.12K	Mar 31, 26	+388	0.00%
WELLINGTON MANAGEMENT GROUP LLP	5.01K	Mar 31, 26	-39.04K	0.00%
Hudson Capital Management LLC	4.87K	Mar 31, 26	+188	0.00%
Spears Abacus Advisors LLC	4.75K	Mar 31, 26	+4.75K	0.00%
Aequim Alternative Investments LP	4.28K	Mar 31, 26	+4.28K	0.00%
Laffer Tengler Investments	4.21K	Mar 31, 26	+930	0.00%
Ameritas Advisory Services, LLC	3.84K	Mar 31, 26	-47	0.00%
PALISADE CAPITAL MANAGEMENT, LP	3.79K	Mar 31, 26	-492	0.00%
Peloton Wealth Strategists	3.65K	Mar 31, 26	+200	0.00%
ROYAL BANK OF CANADA	3.49K	Mar 31, 26	-747	0.00%
Seven Springs Wealth Group, LLC	3.38K	Mar 31, 26	+195	0.00%
Cutler Capital Management, LLC	3.35K	Mar 31, 26	+3.35K	0.00%
Kestra Advisory Services, LLC	3.30K	Mar 31, 26	-51	0.00%
LAKE STREET FINANCIAL LLC	2.88K	Mar 31, 26	-9	0.00%
WOLVERINE ASSET MANAGEMENT LLC	2.79K	Mar 31, 26	-413	0.00%
AGF MANAGEMENT LTD	2.50K	Mar 31, 26	--	0.00%
Marathon Trading Investment Management LLC	2.46K	Mar 31, 26	--	0.00%
Mariner, LLC	2.44K	Mar 31, 26	+1	0.00%
SEARLE & CO.	2.44K	Mar 31, 26	+2.44K	0.00%
Neuberger Berman Group LLC	2.44K	Mar 31, 26	-35	0.00%
KCM INVESTMENT ADVISORS LLC	2.33K	Mar 31, 26	-108	0.00%
AEGON USA Investment Management, LLC	2.25K	Mar 31, 26	--	0.00%
FOUNDERS CAPITAL MANAGEMENT, LLC	2.22K	Mar 31, 26	-15	0.00%
MONTAG A & ASSOCIATES INC	2.16K	Mar 31, 26	-357	0.00%
CAPTRUST FINANCIAL ADVISORS	2.15K	Mar 31, 26	-980	0.00%
LexAurum Advisors, LLC	2.13K	Mar 31, 26	+2.13K	0.00%
ALEXANDER LABRUNERIE & CO., INC.	2.06K	Mar 31, 26	-75	0.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	2.06K	Mar 31, 26	-157	0.00%
Private Wealth Partners, LLC	2.00K	Mar 31, 26	--	0.00%
MACQUARIE MANAGEMENT HOLDINGS, INC.	2.00K	Mar 31, 26	--	0.00%
Snowden Capital Advisors LLC	1.97K	Mar 31, 26	+417	0.00%
Uniplan Investment Counsel, Inc.	1.92K	Mar 31, 26	-117	0.00%
ENVESTNET ASSET MANAGEMENT INC	1.71K	Mar 31, 26	-2.04K	0.00%
SCHRODER INVESTMENT MANAGEMENT GROUP	1.57K	Mar 31, 26	--	0.00%
Edgemoor Investment Advisors, Inc.	1.57K	Mar 31, 26	-12	0.00%
SUMMITRY LLC	1.55K	Mar 31, 26	-67	0.00%
RMB Capital Management, LLC	1.50K	Mar 31, 26	-100	0.00%
Warberg Asset Management LLC	1.50K	Mar 31, 26	+627	0.00%
JANE STREET GROUP, LLC	1.45K	Mar 31, 26	+1.29K	0.00%
Union Bancaire Privee, UBP SA	1.42K	Mar 31, 26	--	0.00%
Cambridge Investment Research Advisors, Inc.	1.32K	Mar 31, 26	+5	0.00%
SEI INVESTMENTS CO	1.31K	Mar 31, 26	-134	0.00%
JT Stratford LLC	1.29K	Mar 31, 26	-37	0.00%
DIVERSIFY WEALTH MANAGEMENT, LLC	1.25K	Mar 31, 26	+1.25K	0.00%
Diversify Advisory Services, LLC	1.21K	Mar 31, 26	+5	0.00%
Apella Capital, LLC	1.21K	Mar 31, 26	+1.21K	0.00%
COMMONWEALTH EQUITY SERVICES, LLC	1.15K	Mar 31, 26	-95	0.00%
HUNTINGTON NATIONAL BANK	1.14K	Mar 31, 26	+1.09K	0.00%
Cove Private Wealth, LLC	1.11K	Mar 31, 26	--	0.00%
Magnus Financial Group LLC	1.11K	Mar 31, 26	-274	0.00%
GOLDMAN SACHS GROUP INC	1.09K	Mar 31, 26	--	0.00%
Coordinated Financial Services, Inc.	1.05K	Mar 31, 26	+3	0.00%
Pinnacle Holdings, LLC	1.01K	Mar 31, 26	-10.00K	0.00%
SCOTIA CAPITAL INC.	1.01K	Mar 31, 26	+1	0.00%
ADVISOR GROUP HOLDINGS, INC.	941	Mar 31, 26	-224	0.00%
MeadowBrook Investment Advisors LLC	915	Mar 31, 26	+72	0.00%
Baird Financial Group, Inc.	912	Mar 31, 26	-36	0.00%
Patriot Financial Group Insurance Agency, LLC	906	Mar 31, 26	+453	0.00%
Spectrum Asset Management, Inc.	897	Mar 31, 26	--	0.00%
Penobscot Investment Management Company, Inc.	888	Mar 31, 26	--	0.00%
US BANCORP \DE\	829	Mar 31, 26	--	0.00%
Apollon Financial, LLC	806	Mar 31, 26	-115	0.00%
Tamar Securities, LLC	803	Mar 31, 26	+3	0.00%
UMB Bank, n.a.	798	Mar 31, 26	--	0.00%
Cetera Investment Advisers	795	Mar 31, 26	+130	0.00%
Rockefeller Capital Management L.P.	784	Mar 31, 26	-222	0.00%
WEBSTER BANK, N. A.	748	Mar 31, 26	--	0.00%
WILEY BROS.-AINTREE CAPITAL, LLC	730	Mar 31, 26	-146	0.00%
WETZEL INVESTMENT ADVISORS, INC.	700	Mar 31, 26	--	0.00%
D.A. DAVIDSON & CO.	696	Mar 31, 26	+85	0.00%
Principle Wealth Partners LLC	657	Mar 31, 26	+10	0.00%
Dorsey & Whitney Trust CO LLC	652	Mar 31, 26	--	0.00%
BOS Asset Management, LLC	633	Mar 31, 26	--	0.00%
Central Pacific Bank - Trust Division	626	Mar 31, 26	--	0.00%
Valeo Financial Advisors, LLC	590	Mar 31, 26	--	0.00%
FIRST FOUNDATION ADVISORS	577	Mar 31, 26	--	0.00%
Private Advisor Group, LLC	572	Mar 31, 26	+17	0.00%
TERRIL BROTHERS, INC.	558	Mar 31, 26	--	0.00%
CI Private Wealth, LLC	548	Mar 31, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	535	Mar 31, 26	+57	0.00%
Resurgent Financial Advisors LLC	528	Mar 31, 26	+2	0.00%
Asset Allocation & Management Company, LLC	519	Mar 31, 26	--	0.00%
TRUIST FINANCIAL CORP	512	Mar 31, 26	-5.21K	0.00%
Janney Montgomery Scott LLC	506	Mar 31, 26	-178	0.00%
NOVARE CAPITAL MANAGEMENT LLC	504	Mar 31, 26	--	0.00%
Cresset Asset Management, LLC	499	Mar 31, 26	--	0.00%
Waterloo Capital, L.P.	498	Mar 31, 26	+3	0.00%
CWM, LLC	497	Mar 31, 26	-2	0.00%
BLAIR WILLIAM & CO/IL	494	Mar 31, 26	-24	0.00%
Benson Investment Management Company, Inc.	475	Mar 31, 26	+475	0.00%
Arkadios Wealth Advisors	474	Mar 31, 26	-1.03K	0.00%
NewEdge Advisors, LLC	462	Mar 31, 26	-113	0.00%
JRM Investment Counsel, LLC	461	Mar 31, 26	-6	0.00%
ROTHSCHILD INVESTMENT LLC	454	Mar 31, 26	+175	0.00%
ROMAN BUTLER FULLERTON & CO	450	Mar 31, 26	--	0.00%
INSIGNEO ADVISORY SERVICES, LLC	449	Mar 31, 26	-7	0.00%
HRT FINANCIAL LP	447	Mar 31, 26	+447	0.00%
SG Americas Securities, LLC	430	Mar 31, 26	--	0.00%
Sowell Financial Services LLC	421	Mar 31, 26	--	0.00%
10Elms LLP	411	Mar 31, 26	+405	0.00%
Chicago Partners Investment Group LLC	402	Mar 31, 26	+3	0.00%
DAYMARK WEALTH PARTNERS, LLC	398	Mar 31, 26	+37	0.00%
MARATHON CAPITAL MANAGEMENT	390	Mar 31, 26	--	0.00%
U.S. Capital Wealth Advisors, LLC	385	Mar 31, 26	--	0.00%
Integrated Wealth Concepts LLC	385	Mar 31, 26	+20	0.00%
Pacific Wealth Strategies Group, Inc.	371	Mar 31, 26	--	0.00%
CENTAURUS FINANCIAL, INC.	365	Mar 31, 26	+1	0.00%
FIFTH THIRD BANCORP	361	Mar 31, 26	+102	0.00%
Cerity Partners LLC	359	Mar 31, 26	+173	0.00%
INCOME RESEARCH & MANAGEMENT	355	Mar 31, 26	--	0.00%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	350	Mar 31, 26	-136	0.00%
Certified Advisory Corp	346	Mar 31, 26	-29	0.00%
TCFG WEALTH MANAGEMENT, LLC	340	Mar 31, 26	--	0.00%
IEQ CAPITAL, LLC	338	Mar 31, 26	+22	0.00%
SAX WEALTH ADVISORS, LLC	330	Mar 31, 26	--	0.00%
SCS Capital Management LLC	325	Mar 31, 26	-18	0.00%
GABELLI & Co INVESTMENT ADVISERS, INC.	325	Mar 31, 26	--	0.00%
Kaizen Financial Strategies	325	Mar 31, 26	+5	0.00%
Calamos Wealth Management LLC	320	Mar 31, 26	+6	0.00%
WHITTIER TRUST CO	319	Mar 31, 26	+45	0.00%
BANK OF MONTREAL /CAN/	319	Mar 31, 26	-144	0.00%
PFG Investments, LLC	314	Mar 31, 26	+2	0.00%
DAVIS R M INC	310	Mar 31, 26	--	0.00%
Marex Group plc	300	Mar 31, 26	+300	0.00%
ISLAY CAPITAL MANAGEMENT, LLC	300	Mar 31, 26	--	0.00%
Oxbow Advisors, LLC	289	Mar 31, 26	-40	0.00%
CITIGROUP INC	277	Mar 31, 26	+270	0.00%
Westshore Wealth, LLC	277	Mar 31, 26	-10	0.00%
Resources Investment Advisors, LLC.	269	Mar 31, 26	--	0.00%
Galvin, Gaustad & Stein, LLC	266	Mar 31, 26	-176	0.00%
Evanson Asset Management, LLC	251	Mar 31, 26	--	0.00%
OPPENHEIMER ASSET MANAGEMENT INC.	249	Mar 31, 26	+249	0.00%
Creative Planning	247	Mar 31, 26	+25	0.00%
Allworth Financial LP	234	Mar 31, 26	+141	0.00%
Vanguard Capital Wealth Advisors	230	Mar 31, 26	--	0.00%
Federation des caisses Desjardins du Quebec	224	Mar 31, 26	--	0.00%
WEDBUSH SECURITIES INC	222	Mar 31, 26	-178	0.00%
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	218	Mar 31, 26	+218	0.00%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	212	Mar 31, 26	--	0.00%
Crescent Grove Advisors, LLC	212	Mar 31, 26	--	0.00%
Aull & Monroe Investment Management Corp	210	Mar 31, 26	--	0.00%
OPPENHEIMER & CO INC	204	Mar 31, 26	+204	0.00%
Prospera Financial Services Inc	204	Mar 31, 26	--	0.00%
LifeSteps Financial, Inc.	202	Mar 31, 26	+202	0.00%
COHEN & STEERS, INC.	200	Mar 31, 26	--	0.00%
Steigerwald, Gordon & Koch Inc.	200	Mar 31, 26	--	0.00%
Balentine LLC	200	Mar 31, 26	--	0.00%
ROSENBLUM SILVERMAN SUTTON S F INC /CA	196	Mar 31, 26	--	0.00%
Stratos Wealth Advisors, LLC	194	Mar 31, 26	-19	0.00%
Topsail Wealth Management, LLC	189	Mar 31, 26	--	0.00%
Northside Capital Management, LLC	185	Mar 31, 26	--	0.00%
Bank & Trust Co	182	Mar 31, 26	--	0.00%
Argent Trust Co	182	Mar 31, 26	--	0.00%
Perigon Wealth Management, LLC	177	Mar 31, 26	--	0.00%
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	172	Mar 31, 26	--	0.00%
ROMANO BROTHERS AND COMPANY	170	Mar 31, 26	--	0.00%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	170	Mar 31, 26	--	0.00%
EXCALIBUR MANAGEMENT CORP	168	Mar 31, 26	-25	0.00%
BESSEMER GROUP INC	165	Mar 31, 26	+165	0.00%
HOLLENCREST CAPITAL MANAGEMENT	140	Mar 31, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	139	Mar 31, 26	--	0.00%
AlphaCore Capital LLC	132	Mar 31, 26	-33	0.00%
IFP Advisors, Inc	130	Mar 31, 26	+6	0.00%
BRYN MAWR TRUST Co	116	Mar 31, 26	--	0.00%
ANGELES WEALTH MANAGEMENT, LLC	100	Mar 31, 26	--	0.00%
PRIVATE TRUST CO NA	99	Mar 31, 26	--	0.00%
Founders Financial Alliance, LLC	96	Mar 31, 26	+96	0.00%
MAI Capital Management	91	Mar 31, 26	-1	0.00%
BROWN BROTHERS HARRIMAN & CO	85	Mar 31, 26	--	0.00%
Steward Partners Investment Advisory, LLC	84	Mar 31, 26	+24	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	57	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	50	Mar 31, 26	--	0.00%
ROCKY MOUNTAIN ADVISERS, LLC	50	Mar 31, 26	--	0.00%
Advisory Services Network, LLC	46	Mar 31, 26	+46	0.00%
Colonial Trust Co / SC	46	Mar 31, 26	--	0.00%
Parallel Advisors, LLC	43	Mar 31, 26	-10	0.00%
Smithfield Trust Co	41	Mar 31, 26	+41	0.00%
Quent Capital, LLC	40	Mar 31, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	39	Mar 31, 26	--	0.00%
Ashton Thomas Private Wealth, LLC	37	Mar 31, 26	+37	0.00%
Farther Finance Advisors, LLC	35	Mar 31, 26	--	0.00%
Colonial Trust Advisors	34	Mar 31, 26	--	0.00%
ALERUS FINANCIAL NA	30	Mar 31, 26	--	0.00%
HOWE & RUSLING INC	28	Mar 31, 26	--	0.00%
Darwin Wealth Management, LLC	26	Mar 31, 26	--	0.00%
Crews Bank & Trust	25	Mar 31, 26	--	0.00%
Grove Bank & Trust	25	Mar 31, 26	--	0.00%
HAGER INVESTMENT MANAGEMENT SERVICES, LLC	25	Mar 31, 26	--	0.00%
Rossby Financial, LCC	23	Mar 31, 26	--	0.00%
Virtus ETF Advisers LLC	22	Mar 31, 26	--	0.00%
Powell Investment Advisors, LLC	20	Mar 31, 26	--	0.00%
PROSPERITY BANCSHARES INC	16	Mar 31, 26	--	0.00%
CHELSEA COUNSEL CO	15	Mar 31, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	12	Mar 31, 26	+12	0.00%
CNB Bank	12	Mar 31, 26	--	0.00%
BOKF, NA	10	Mar 31, 26	+10	0.00%
Hickory Point Bank & Trust	8	Mar 31, 26	+8	0.00%
Family Management Corp	6	Mar 31, 26	--	0.00%
Center for Financial Planning, Inc.	5	Mar 31, 26	--	0.00%
Capital Investment Advisory Services, LLC	4	Mar 31, 26	--	0.00%
CHAPMAN FINANCIAL GROUP, LLC	4	Mar 31, 26	--	0.00%
North Star Investment Management Corp.	4	Mar 31, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	3	Mar 31, 26	--	0.00%
American Capital Advisory, LLC	3	Mar 31, 26	--	0.00%
Spire Wealth Management	1	Mar 31, 26	--	0.00%
TD PRIVATE CLIENT WEALTH LLC	1	Mar 31, 26	--	0.00%
CONQUIS FINANCIAL LLC	1	Mar 31, 26	--	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	--	Mar 31, 26	-2	--
Riverview Trust Co	--	Mar 31, 26	-174	--
NEW YORK STATE COMMON RETIREMENT FUND	--	Mar 31, 26	-10.73K	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-4	--
NBC SECURITIES, INC.	--	Mar 31, 26	-46	--
Vestmark Advisory Solutions, Inc.	--	Mar 31, 26	-433	--
IFG Advisory, LLC	--	Mar 31, 26	-240	--
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	--	Mar 31, 26	-160	--
NewEdge Wealth, LLC	--	Mar 31, 26	-433	--
FIRST TRUST ADVISORS LP	--	Mar 31, 26	-13.94K	--
StoneX Group Inc.	--	Mar 31, 26	-780	--
STONEBRIDGE ADVISORS LLC	--	Mar 31, 26	-188.49K	--
Laurel Wealth Advisors LLC	--	Mar 31, 26	-45	--
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%
SageView Advisory Group, LLC	10	Dec 31, 25	+10	0.00%
Global Retirement Partners, LLC	3	Dec 31, 25	+2	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%

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Holder

Date

Change

% Held

EPIQ PARTNERS, LLC

4.98K

Jun 30, 26

0.00%

180 WEALTH ADVISORS, LLC

840

Jun 30, 26

-105

0.00%

Central Pacific Bank - Trust Division

626

Jun 30, 26

0.00%

Grove Bank & Trust

Jun 30, 26

0.00%

Verition Fund Management LLC

4.97M

Mar 31, 26

+4.97M

1.34%

Russell Investments Group, Ltd.

4.52M

Mar 31, 26

-66.00K

1.22%

VOYA INVESTMENT MANAGEMENT LLC

244.34K

Mar 31, 26

-25.63K

0.07%

BlackRock, Inc.

161.02K

Mar 31, 26

-825

0.04%

ADVENT CAPITAL MANAGEMENT /DE/

149.17K

Mar 31, 26

-8.14K

0.04%

TWO SIGMA INVESTMENTS, LP

94.38K

Mar 31, 26

+94.38K

0.03%

CAMDEN ASSET MANAGEMENT L P /CA

71.86K

Mar 31, 26

-65.87K

0.02%

VICTORY CAPITAL MANAGEMENT INC

70.02K

Mar 31, 26

+236

0.02%

AMERIPRISE FINANCIAL INC

57.49K

Mar 31, 26

+9.23K

0.02%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

43.33K

Mar 31, 26

+73

0.01%

AMERICAN CENTURY COMPANIES INC

43.09K

Mar 31, 26

+117

0.01%

STATE STREET CORP

40.46K

Mar 31, 26

-1.45K

0.01%

MORGAN STANLEY

39.77K

Mar 31, 26

+217

0.01%

Hudson Bay Capital Management LP

36.19K

Mar 31, 26

+36.19K

0.01%

ZAZOVE ASSOCIATES LLC

35.66K

Mar 31, 26

+27.85K

0.01%

FMR LLC

33.77K

Mar 31, 26

0.01%

First Eagle Investment Management, LLC

29.64K

Mar 31, 26

0.01%

Calamos Advisors LLC

28.19K

Mar 31, 26

+198

0.01%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

27.14K

Mar 31, 26

+517

0.01%

Nuveen, LLC

26.95K

Mar 31, 26

-7.42K

0.01%

Advisors Capital Management, LLC

24.82K

Mar 31, 26

+953

0.01%

THRIVENT FINANCIAL FOR LUTHERANS

23.73K

Mar 31, 26

-1.00K

0.01%

MACKAY SHIELDS LLC

20.87K

Mar 31, 26

-60

0.01%

WELLS FARGO & COMPANY/MN

19.16K

Mar 31, 26

-8.30K

0.01%

VILLERE ST DENIS J & CO LLC

18.61K

Mar 31, 26

+25

0.01%

Invesco Ltd.

18.41K

Mar 31, 26

-1.84K

0.00%

LORD, ABBETT & CO. LLC

17.65K

Mar 31, 26

0.00%

UBS Group AG

17.58K

Mar 31, 26

+10.02K

0.00%

SSI INVESTMENT MANAGEMENT LLC

16.31K

Mar 31, 26

+424

0.00%

EVERETT HARRIS & CO /CA/

14.22K

Mar 31, 26

-665

0.00%

PIER 88 INVESTMENT PARTNERS LLC

13.65K

Mar 31, 26

-370

0.00%

Colony Group, LLC

13.26K

Mar 31, 26

-136

0.00%

Phraction Management LLC

12.22K

Mar 31, 26

+1.69K

0.00%

JPMORGAN CHASE & CO

12.03K

Mar 31, 26

-2.45K

0.00%

FRANKLIN RESOURCES INC

11.30K

Mar 31, 26

+400

0.00%

CSS LLC/IL

10.31K

Mar 31, 26

-13.35K

0.00%

NEW ENGLAND ASSET MANAGEMENT INC

9.44K

Mar 31, 26

0.00%

LAZARD ASSET MANAGEMENT LLC

9.18K

Mar 31, 26

-140

0.00%

Skaana Management L.P.

8.82K

Mar 31, 26

+8.82K

0.00%

LPL Financial LLC

8.32K

Mar 31, 26

+978

0.00%

RATIONAL ADVISORS LLC

8.05K

Mar 31, 26

0.00%

ALLIANCEBERNSTEIN L.P.

7.76K

Mar 31, 26

-165

0.00%

CONNING INC.

7.24K

Mar 31, 26

+1.00K

0.00%

ICON ADVISERS INC/CO

7.17K

Mar 31, 26

+2.03K

0.00%

NOMURA HOLDINGS INC

7.17K

Mar 31, 26

+7.17K

0.00%

RAYMOND JAMES FINANCIAL INC

7.10K

Mar 31, 26

-153

0.00%

RB Capital Management, LLC

7.06K

Mar 31, 26

+103

0.00%

BANK OF AMERICA CORP /DE/

6.38K

Mar 31, 26

+2.00K

0.00%

Stratos Wealth Partners, LTD.

6.24K

Mar 31, 26

+240

0.00%

Xcel Wealth Management, LLC

5.86K

Mar 31, 26

+265

0.00%

WHALEROCK POINT PARTNERS, LLC

5.31K

Mar 31, 26

+900

0.00%

Universal- Beteiligungs- und Servicegesellschaft mbH

5.19K

Mar 31, 26

+1.60K

0.00%

STIFEL FINANCIAL CORP

5.12K

Mar 31, 26

+388

0.00%

WELLINGTON MANAGEMENT GROUP LLP

5.01K

Mar 31, 26

-39.04K

0.00%

Hudson Capital Management LLC

4.87K

Mar 31, 26

+188

0.00%

Spears Abacus Advisors LLC

4.75K

Mar 31, 26

+4.75K

0.00%

Aequim Alternative Investments LP

4.28K

Mar 31, 26

+4.28K

0.00%

Laffer Tengler Investments

4.21K

Mar 31, 26

+930

0.00%

Ameritas Advisory Services, LLC

3.84K

Mar 31, 26

-47

0.00%

PALISADE CAPITAL MANAGEMENT, LP

3.79K

Mar 31, 26

-492

0.00%

Peloton Wealth Strategists

3.65K

Mar 31, 26

+200

0.00%

ROYAL BANK OF CANADA

3.49K

Mar 31, 26

-747

0.00%

Seven Springs Wealth Group, LLC

3.38K

Mar 31, 26

+195

0.00%

Cutler Capital Management, LLC

3.35K

Mar 31, 26

+3.35K

0.00%

Kestra Advisory Services, LLC

3.30K

Mar 31, 26

-51

0.00%

LAKE STREET FINANCIAL LLC

2.88K

Mar 31, 26

-9

0.00%

WOLVERINE ASSET MANAGEMENT LLC

2.79K

Mar 31, 26

-413

0.00%

AGF MANAGEMENT LTD

2.50K

Mar 31, 26

0.00%

Marathon Trading Investment Management LLC

2.46K

Mar 31, 26

0.00%

Mariner, LLC

2.44K

Mar 31, 26

0.00%

SEARLE & CO.

2.44K

Mar 31, 26

+2.44K

0.00%

Neuberger Berman Group LLC

2.44K

Mar 31, 26

-35

0.00%

KCM INVESTMENT ADVISORS LLC

2.33K

Mar 31, 26

-108

0.00%

AEGON USA Investment Management, LLC

2.25K

Mar 31, 26

0.00%

FOUNDERS CAPITAL MANAGEMENT, LLC

2.22K

Mar 31, 26

-15

0.00%

MONTAG A & ASSOCIATES INC

2.16K

Mar 31, 26

-357

0.00%

CAPTRUST FINANCIAL ADVISORS

2.15K

Mar 31, 26

-980

0.00%

LexAurum Advisors, LLC

2.13K

Mar 31, 26

+2.13K

0.00%

ALEXANDER LABRUNERIE & CO., INC.

2.06K

Mar 31, 26

-75

0.00%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

2.06K

Mar 31, 26

-157

0.00%

Private Wealth Partners, LLC

2.00K

Mar 31, 26

0.00%

MACQUARIE MANAGEMENT HOLDINGS, INC.

2.00K

Mar 31, 26

0.00%

Snowden Capital Advisors LLC

1.97K

Mar 31, 26

+417

0.00%

Uniplan Investment Counsel, Inc.

1.92K

Mar 31, 26

-117

0.00%

ENVESTNET ASSET MANAGEMENT INC

1.71K

Mar 31, 26

-2.04K

0.00%

SCHRODER INVESTMENT MANAGEMENT GROUP

1.57K

Mar 31, 26

0.00%

Edgemoor Investment Advisors, Inc.

1.57K

Mar 31, 26

-12

0.00%

SUMMITRY LLC

1.55K

Mar 31, 26

-67

0.00%

RMB Capital Management, LLC

1.50K

Mar 31, 26

-100

0.00%

Warberg Asset Management LLC

1.50K

Mar 31, 26

+627

0.00%

JANE STREET GROUP, LLC

1.45K

Mar 31, 26

+1.29K

0.00%

Union Bancaire Privee, UBP SA

1.42K

Mar 31, 26

0.00%

Cambridge Investment Research Advisors, Inc.

1.32K

Mar 31, 26

0.00%

SEI INVESTMENTS CO

1.31K

Mar 31, 26

-134

0.00%

JT Stratford LLC

1.29K

Mar 31, 26

-37

0.00%

DIVERSIFY WEALTH MANAGEMENT, LLC

1.25K

Mar 31, 26

+1.25K

0.00%

Diversify Advisory Services, LLC

1.21K

Mar 31, 26

0.00%

Apella Capital, LLC

1.21K

Mar 31, 26

+1.21K

0.00%

COMMONWEALTH EQUITY SERVICES, LLC

1.15K

Mar 31, 26

-95

0.00%

HUNTINGTON NATIONAL BANK

1.14K

Mar 31, 26

+1.09K

0.00%

Cove Private Wealth, LLC

1.11K

Mar 31, 26

0.00%

Magnus Financial Group LLC

1.11K

Mar 31, 26

-274

0.00%

GOLDMAN SACHS GROUP INC

1.09K

Mar 31, 26

0.00%

Coordinated Financial Services, Inc.

1.05K

Mar 31, 26

0.00%

Pinnacle Holdings, LLC

1.01K

Mar 31, 26

-10.00K

0.00%

SCOTIA CAPITAL INC.

1.01K

Mar 31, 26

0.00%

ADVISOR GROUP HOLDINGS, INC.

941

Mar 31, 26

-224

0.00%

MeadowBrook Investment Advisors LLC

915

Mar 31, 26

+72

0.00%

Baird Financial Group, Inc.

912

Mar 31, 26

-36

0.00%

Patriot Financial Group Insurance Agency, LLC

906

Mar 31, 26

+453

0.00%

Spectrum Asset Management, Inc.

897

Mar 31, 26

0.00%

Penobscot Investment Management Company, Inc.

888

Mar 31, 26

0.00%

US BANCORP \DE\

829

Mar 31, 26

0.00%

Apollon Financial, LLC

806

Mar 31, 26

-115

0.00%

Tamar Securities, LLC

803

Mar 31, 26

0.00%

UMB Bank, n.a.

798

Mar 31, 26

0.00%

Cetera Investment Advisers

795

Mar 31, 26

+130

0.00%

Rockefeller Capital Management L.P.

784

Mar 31, 26

-222

0.00%

WEBSTER BANK, N. A.

748

Mar 31, 26

0.00%

WILEY BROS.-AINTREE CAPITAL, LLC

730

Mar 31, 26

-146

0.00%

WETZEL INVESTMENT ADVISORS, INC.

700

Mar 31, 26

0.00%

D.A. DAVIDSON & CO.

696

Mar 31, 26

+85

0.00%

Principle Wealth Partners LLC

657

Mar 31, 26

+10

0.00%

Dorsey & Whitney Trust CO LLC

652

Mar 31, 26

0.00%

BOS Asset Management, LLC

633

Mar 31, 26

0.00%

Central Pacific Bank - Trust Division

626

Mar 31, 26

0.00%

Valeo Financial Advisors, LLC

590

Mar 31, 26

0.00%

FIRST FOUNDATION ADVISORS

577

Mar 31, 26

0.00%

Private Advisor Group, LLC

572

Mar 31, 26

+17

0.00%

TERRIL BROTHERS, INC.

558

Mar 31, 26

0.00%

CI Private Wealth, LLC

548

Mar 31, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

535

Mar 31, 26

+57

0.00%

Resurgent Financial Advisors LLC

528

Mar 31, 26

0.00%

Asset Allocation & Management Company, LLC

519

Mar 31, 26

0.00%

TRUIST FINANCIAL CORP

512

Mar 31, 26

-5.21K

0.00%

Janney Montgomery Scott LLC

506

Mar 31, 26

-178

0.00%

NOVARE CAPITAL MANAGEMENT LLC

504

Mar 31, 26

0.00%

Cresset Asset Management, LLC

499

Mar 31, 26

0.00%

Waterloo Capital, L.P.

498

Mar 31, 26

0.00%

CWM, LLC

497

Mar 31, 26

-2

0.00%

BLAIR WILLIAM & CO/IL

494

Mar 31, 26

-24

0.00%

Benson Investment Management Company, Inc.

475

Mar 31, 26

+475

0.00%

Arkadios Wealth Advisors

474

Mar 31, 26

-1.03K

0.00%

NewEdge Advisors, LLC

462

Mar 31, 26

-113

0.00%

JRM Investment Counsel, LLC

461

Mar 31, 26

-6

0.00%

ROTHSCHILD INVESTMENT LLC

454

Mar 31, 26

+175

0.00%

ROMAN BUTLER FULLERTON & CO

450

Mar 31, 26

0.00%

INSIGNEO ADVISORY SERVICES, LLC

449

Mar 31, 26

-7

0.00%

HRT FINANCIAL LP

447

Mar 31, 26

+447

0.00%

SG Americas Securities, LLC

430

Mar 31, 26

0.00%

Sowell Financial Services LLC

421

Mar 31, 26

0.00%

10Elms LLP

411

Mar 31, 26

+405

0.00%

Chicago Partners Investment Group LLC

402

Mar 31, 26

0.00%

DAYMARK WEALTH PARTNERS, LLC

398

Mar 31, 26

+37

0.00%

MARATHON CAPITAL MANAGEMENT

390

Mar 31, 26

0.00%

U.S. Capital Wealth Advisors, LLC

385

Mar 31, 26

0.00%

Integrated Wealth Concepts LLC

385

Mar 31, 26

+20

0.00%

Pacific Wealth Strategies Group, Inc.

371

Mar 31, 26

0.00%

CENTAURUS FINANCIAL, INC.

365

Mar 31, 26

0.00%

FIFTH THIRD BANCORP

361

Mar 31, 26

+102

0.00%

Cerity Partners LLC

359

Mar 31, 26

+173

0.00%

INCOME RESEARCH & MANAGEMENT

355

Mar 31, 26

0.00%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

350

Mar 31, 26

-136

0.00%

Certified Advisory Corp

346

Mar 31, 26

-29

0.00%

TCFG WEALTH MANAGEMENT, LLC

340

Mar 31, 26

0.00%

IEQ CAPITAL, LLC

338

Mar 31, 26

+22

0.00%

SAX WEALTH ADVISORS, LLC

330

Mar 31, 26

0.00%

SCS Capital Management LLC

325

Mar 31, 26

-18

0.00%

GABELLI & Co INVESTMENT ADVISERS, INC.

325

Mar 31, 26

0.00%

Kaizen Financial Strategies

325

Mar 31, 26

0.00%

Calamos Wealth Management LLC

320

Mar 31, 26

0.00%

WHITTIER TRUST CO

319

Mar 31, 26

+45

0.00%

BANK OF MONTREAL /CAN/

319

Mar 31, 26

-144

0.00%

PFG Investments, LLC

314

Mar 31, 26

0.00%

DAVIS R M INC

310

Mar 31, 26

0.00%

Marex Group plc

300

Mar 31, 26

+300

0.00%

ISLAY CAPITAL MANAGEMENT, LLC

300

Mar 31, 26

0.00%

Oxbow Advisors, LLC

289

Mar 31, 26

-40

0.00%

CITIGROUP INC

277

Mar 31, 26

+270

0.00%

Westshore Wealth, LLC

277

Mar 31, 26

-10

0.00%

Resources Investment Advisors, LLC.

269

Mar 31, 26

0.00%

Galvin, Gaustad & Stein, LLC

266

Mar 31, 26

-176

0.00%

Evanson Asset Management, LLC

251

Mar 31, 26

0.00%

OPPENHEIMER ASSET MANAGEMENT INC.

249

Mar 31, 26

+249

0.00%

Creative Planning

247

Mar 31, 26

+25

0.00%

Allworth Financial LP

234

Mar 31, 26

+141

0.00%

Vanguard Capital Wealth Advisors

230

Mar 31, 26

0.00%

Federation des caisses Desjardins du Quebec

224

Mar 31, 26

0.00%

WEDBUSH SECURITIES INC

222

Mar 31, 26

-178

0.00%

KNIGHTSBRIDGE ASSET MANAGEMENT, LLC

218

Mar 31, 26

+218

0.00%

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

212

Mar 31, 26

0.00%

Crescent Grove Advisors, LLC

212

Mar 31, 26

0.00%

Aull & Monroe Investment Management Corp

210

Mar 31, 26

0.00%

OPPENHEIMER & CO INC

204

Mar 31, 26

+204

0.00%

Prospera Financial Services Inc

204

Mar 31, 26

0.00%

LifeSteps Financial, Inc.

202

Mar 31, 26

+202

0.00%

COHEN & STEERS, INC.

200

Mar 31, 26

0.00%

Steigerwald, Gordon & Koch Inc.

200

Mar 31, 26

0.00%

Balentine LLC

200

Mar 31, 26

0.00%

ROSENBLUM SILVERMAN SUTTON S F INC /CA

196

Mar 31, 26

0.00%

Stratos Wealth Advisors, LLC

194

Mar 31, 26

-19

0.00%

Topsail Wealth Management, LLC

189

Mar 31, 26

0.00%

Northside Capital Management, LLC

185

Mar 31, 26

0.00%

Bank & Trust Co

182

Mar 31, 26

0.00%

Argent Trust Co

182

Mar 31, 26

0.00%

Perigon Wealth Management, LLC

177

Mar 31, 26

0.00%

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

172

Mar 31, 26

0.00%

ROMANO BROTHERS AND COMPANY

170

Mar 31, 26

0.00%

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

170

Mar 31, 26

0.00%

EXCALIBUR MANAGEMENT CORP

168

Mar 31, 26

-25

0.00%

BESSEMER GROUP INC

165

Mar 31, 26

+165

0.00%

HOLLENCREST CAPITAL MANAGEMENT

140

Mar 31, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

139

Mar 31, 26

0.00%

AlphaCore Capital LLC

132

Mar 31, 26

-33

0.00%

IFP Advisors, Inc

130

Mar 31, 26

0.00%

BRYN MAWR TRUST Co

116

Mar 31, 26

0.00%

ANGELES WEALTH MANAGEMENT, LLC

100

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

Mar 31, 26

0.00%

Founders Financial Alliance, LLC

Mar 31, 26

+96

0.00%

MAI Capital Management

Mar 31, 26

-1

0.00%

BROWN BROTHERS HARRIMAN & CO

Mar 31, 26

0.00%

Steward Partners Investment Advisory, LLC

Mar 31, 26

+24

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

Mar 31, 26

0.00%

ROCKY MOUNTAIN ADVISERS, LLC

Mar 31, 26

0.00%

Advisory Services Network, LLC

Mar 31, 26

+46

0.00%

Colonial Trust Co / SC

Mar 31, 26

0.00%

Parallel Advisors, LLC

Mar 31, 26

-10

0.00%

Smithfield Trust Co

Mar 31, 26

+41

0.00%

Quent Capital, LLC

Mar 31, 26

0.00%

NATIONAL BANK OF CANADA /FI/

Mar 31, 26

0.00%

Ashton Thomas Private Wealth, LLC

Mar 31, 26

+37

0.00%

Farther Finance Advisors, LLC

Mar 31, 26

0.00%

Colonial Trust Advisors

Mar 31, 26

0.00%

ALERUS FINANCIAL NA

Mar 31, 26

0.00%

HOWE & RUSLING INC

Mar 31, 26

0.00%

Darwin Wealth Management, LLC

Mar 31, 26

0.00%

Crews Bank & Trust

Mar 31, 26

0.00%

Grove Bank & Trust

Mar 31, 26

0.00%

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

Mar 31, 26

0.00%

Rossby Financial, LCC

Mar 31, 26

0.00%

Virtus ETF Advisers LLC

Mar 31, 26

0.00%

Powell Investment Advisors, LLC

Mar 31, 26

0.00%

PROSPERITY BANCSHARES INC

Mar 31, 26

0.00%

CHELSEA COUNSEL CO

Mar 31, 26

0.00%

HARBOUR INVESTMENTS, INC.

Mar 31, 26

+12

0.00%

CNB Bank

Mar 31, 26

0.00%

BOKF, NA

Mar 31, 26

+10

0.00%

Hickory Point Bank & Trust

Mar 31, 26

0.00%

Family Management Corp

Mar 31, 26

0.00%

Center for Financial Planning, Inc.

Mar 31, 26

0.00%

Capital Investment Advisory Services, LLC

Mar 31, 26

0.00%

CHAPMAN FINANCIAL GROUP, LLC

Mar 31, 26

0.00%

North Star Investment Management Corp.

Mar 31, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

Mar 31, 26

0.00%

American Capital Advisory, LLC

Mar 31, 26

0.00%

Spire Wealth Management

Mar 31, 26

0.00%

TD PRIVATE CLIENT WEALTH LLC

Mar 31, 26

0.00%

CONQUIS FINANCIAL LLC

Mar 31, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

Mar 31, 26

-2

Riverview Trust Co

Mar 31, 26

-174

NEW YORK STATE COMMON RETIREMENT FUND

Mar 31, 26

-10.73K

Cape Investment Advisory, Inc.

Mar 31, 26

-4

NBC SECURITIES, INC.

Mar 31, 26

-46

Vestmark Advisory Solutions, Inc.

Mar 31, 26

-433

IFG Advisory, LLC

Mar 31, 26

-240

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV

Mar 31, 26

-160

NewEdge Wealth, LLC

Mar 31, 26

-433

FIRST TRUST ADVISORS LP

Mar 31, 26

-13.94K

StoneX Group Inc.

Mar 31, 26

-780

STONEBRIDGE ADVISORS LLC

Mar 31, 26

-188.49K

Laurel Wealth Advisors LLC

Mar 31, 26

-45

Cadence Bank

1.07K

Dec 31, 25

+181

0.00%

Bowman & Co S.C.

265

Dec 31, 25

0.00%

COMERICA BANK

219

Dec 31, 25

-48

0.00%

CIBC Private Wealth Group, LLC

Dec 31, 25

0.00%

SageView Advisory Group, LLC

Dec 31, 25

+10

0.00%

Global Retirement Partners, LLC

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

Sep 30, 24

0.00%

M&R CAPITAL MANAGEMENT INC

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

Dec 31, 23

0.00%

GOODWIN DANIEL L

1.64K

Sep 30, 23

0.00%

Endurance Wealth Management, Inc.

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

Dec 31, 22

+25

0.00%

Cribstone Capital Management, LLC

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

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

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

Dec 31, 21

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

Sep 30, 18

0.00%

Global X Management CO LLC

2.38K

Jun 30, 18

+1.79K

0.00%

ASSET ADVISORS CORP

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

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%