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Institutional Ownership

Top 339 Institutional Holders
HolderSharesDateChange% Held
ACIMA PRIVATE WEALTH, LLC27.33KSep 30, 26-640.03%
Avidian Wealth Solutions, LLC8.13KSep 30, 26+320.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC5.92KSep 30, 26+1.03K0.01%
SAPIENT CAPITAL LLC4.65KSep 30, 26+3390.00%
Cooksen Wealth, LLC2.60KSep 30, 26--0.00%
Miller Global Investments, LLC2.48KSep 30, 26-20.00%
ARMSTRONG ADVISORY GROUP, INC1.36KSep 30, 26--0.00%
Farther Finance Advisors, LLC1.26KSep 30, 26+660.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.1.02KSep 30, 26-410.00%
GAMMA Investing LLC486Sep 30, 26--0.00%
CX Institutional405Sep 30, 26+4050.00%
EASTERN BANK207Sep 30, 26+2070.00%
HARBOR INVESTMENT ADVISORY, LLC64Sep 30, 26+640.00%
Cape Investment Advisory, Inc.46Sep 30, 26-70.00%
CoreCap Advisors, LLC40Sep 30, 26-50.00%
VisionPoint Advisory Group, LLC--Sep 30, 26-2.63K--
JPMORGAN CHASE & CO71.65MJun 30, 26-3.16M69.65%
ENVESTNET ASSET MANAGEMENT INC495.29KJun 30, 26+28.34K0.48%
Municipal Employees' Retirement System of Michigan478.67KJun 30, 26-160.95K0.47%
RiverFront Investment Group, LLC472.72KJun 30, 26+22.99K0.46%
ASSETMARK, INC455.81KJun 30, 26-12.10K0.44%
VICTORY CAPITAL MANAGEMENT INC436.70KJun 30, 26+87.98K0.42%
Elm Partners Management LLC418.93KJun 30, 26+98.22K0.41%
Tradewinds Capital Management, LLC387.37KJun 30, 26+387.37K0.38%
HighTower Advisors, LLC374.06KJun 30, 26-36.21K0.36%
Mirae Asset Global Investments Co., Ltd.345.68KJun 30, 26-60.46K0.34%
STRATEGIC INVESTMENT MANAGEMENT, LLC333.32KJun 30, 26--0.32%
AMERIPRISE FINANCIAL INC298.51KJun 30, 26+180.09K0.29%
Willis Johnson & Associates, Inc.249.45KJun 30, 26+92.67K0.24%
TWO SIGMA INVESTMENTS, LP225.50KJun 30, 26+225.50K0.22%
UBS Group AG189.19KJun 30, 26+8.67K0.18%
LPL Financial LLC176.69KJun 30, 26+4.69K0.17%
RAYMOND JAMES FINANCIAL INC166.50KJun 30, 26+7.21K0.16%
Rice Partnership, LLC146.33KJun 30, 26+64.13K0.14%
ATLAS CAPITAL ADVISORS LLC112.49KJun 30, 26+1.65K0.11%
SPINNAKER TRUST110.73KJun 30, 26-19.34K0.11%
BOCHK Asset Management Ltd110.67KJun 30, 26--0.11%
MORGAN STANLEY109.60KJun 30, 26-11.53K0.11%
BANK OF AMERICA CORP /DE/107.88KJun 30, 26-1.68K0.10%
ROYAL BANK OF CANADA107.63KJun 30, 26+3.94K0.10%
WELLS FARGO & COMPANY/MN93.08KJun 30, 26+4.02K0.09%
PGIM Custom Harvest LLC91.19KJun 30, 26+8390.09%
THRIVENT FINANCIAL FOR LUTHERANS88.28KJun 30, 26+73.39K0.09%
GREENWOOD CAPITAL ASSOCIATES LLC61.78KJun 30, 26+3.32K0.06%
Cetera Investment Advisers61.02KJun 30, 26+2.84K0.06%
Silphium Asset Management Ltd58.00KJun 30, 26--0.06%
Marex Group plc57.70KJun 30, 26--0.06%
Janney Montgomery Scott LLC44.44KJun 30, 26+1.80K0.04%
Dorsey & Whitney Trust CO LLC44.34KJun 30, 26-3680.04%
JANE STREET GROUP, LLC40.22KJun 30, 26+40.22K0.04%
CHOREO, LLC37.80KJun 30, 26-1.11K0.04%
CITADEL ADVISORS LLC32.47KJun 30, 26+32.47K0.03%
Rockefeller Capital Management L.P.31.77KJun 30, 26+2.56K0.03%
FMR LLC31.08KJun 30, 26+2.62K0.03%
BESSEMER GROUP INC27.97KJun 30, 26+9730.03%
Evansbrook LLC27.57KJun 30, 26--0.03%
Quantinno Capital Management LP23.90KJun 30, 26+3510.02%
CI Private Wealth, LLC21.00KJun 30, 26+2.77K0.02%
Hudson Portfolio Management LLC20.32KJun 30, 26+6600.02%
Creative Planning20.13KJun 30, 26-5.48K0.02%
BANK OF MONTREAL /CAN/19.86KJun 30, 26+80.02%
NORTHERN TRUST CORP19.09KJun 30, 26+12.28K0.02%
Alaska Permanent Capital Management18.13KJun 30, 26-2700.02%
STIFEL FINANCIAL CORP17.87KJun 30, 26-2.16K0.02%
BLAIR WILLIAM & CO/IL17.47KJun 30, 26-1700.02%
MML INVESTORS SERVICES, LLC16.96KJun 30, 26+4.15K0.02%
FIFTH THIRD BANCORP16.39KJun 30, 26-1.23K0.02%
Caprock Group, LLC15.67KJun 30, 26+3360.02%
TD Waterhouse Canada Inc.14.63KJun 30, 26+4.08K0.01%
TRUIST FINANCIAL CORP14.56KJun 30, 26-1610.01%
SYON CAPITAL LLC12.38KJun 30, 26-340.01%
BlackRock, Inc.12.14KJun 30, 26+2970.01%
FLOW TRADERS U.S. LLC11.83KJun 30, 26-164.84K0.01%
BROWN ADVISORY INC11.30KJun 30, 26+7.89K0.01%
Nolet Wealth Management, LLC11.12KJun 30, 26-110.01%
Yoffe Investment Management, LLC10.54KJun 30, 26--0.01%
Mariner, LLC10.50KJun 30, 26-960.01%
CERTUITY, LLC10.31KJun 30, 26-5610.01%
QUADRANT CAPITAL GROUP LLC10.21KJun 30, 26--0.01%
Ballentine Partners, LLC9.80KJun 30, 26+1.71K0.01%
Cresset Asset Management, LLC9.77KJun 30, 26-9960.01%
GOLDMAN SACHS GROUP INC8.91KJun 30, 26+8.91K0.01%
D. E. Shaw & Co., Inc.8.69KJun 30, 26+8.69K0.01%
Lumbard & Kellner, LLC8.51KJun 30, 26+990.01%
Pathstone Holdings, LLC8.26KJun 30, 26-140.01%
Cerity Partners LLC8.07KJun 30, 26-1.22K0.01%
MERCER GLOBAL ADVISORS INC /ADV7.88KJun 30, 26+1370.01%
Sowell Financial Services LLC7.68KJun 30, 26-1.20K0.01%
Resources Investment Advisors, LLC.7.57KJun 30, 26-11.70K0.01%
GREENWOOD GEARHART INC7.23KJun 30, 26+7.23K0.01%
ADVISOR GROUP HOLDINGS, INC.7.14KJun 30, 26+1.35K0.01%
Koshinski Asset Management, Inc.7.01KJun 30, 26--0.01%
L.K. Benson & Company, P.C.7.00KJun 30, 26--0.01%
Inscription Capital, LLC6.96KJun 30, 26--0.01%
SCOTIA CAPITAL INC.6.87KJun 30, 26+6230.01%
NewEdge Advisors, LLC6.59KJun 30, 26+2.24K0.01%
Colony Group, LLC6.38KJun 30, 26-2670.01%
MANNING & NAPIER ADVISORS LLC6.37KJun 30, 26+6.37K0.01%
COMMERCE BANK6.30KJun 30, 26--0.01%
INNEALTA CAPITAL, LLC6.25KJun 30, 26--0.01%
Wright Fund Management, LLC6.04KJun 30, 26--0.01%
HSBC HOLDINGS PLC6.02KJun 30, 26-370.01%
STEPHENS INC /AR/5.93KJun 30, 26-6330.01%
Sunpointe, LLC5.90KJun 30, 26-12.41K0.01%
BROWN BROTHERS HARRIMAN & CO5.87KJun 30, 26--0.01%
PRIVATE TRUST CO NA5.85KJun 30, 26--0.01%
CVA Family Office, LLC5.20KJun 30, 26-970.01%
RICHARDSON FINANCIAL SERVICES INC.5.18KJun 30, 26-390.01%
Sanctuary Advisors, LLC5.10KJun 30, 26+1300.00%
WILEY BROS.-AINTREE CAPITAL, LLC5.06KJun 30, 26+40.00%
Icon Wealth Advisors, LLC5.03KJun 30, 26-2940.00%
Cloud Capital Management, LLC4.99KJun 30, 26--0.00%
Clearstead Advisors, LLC4.98KJun 30, 26+3.54K0.00%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC4.89KJun 30, 26+1700.00%
UBS ASSET MANAGEMENT AMERICAS INC4.85KJun 30, 26-14.01K0.00%
TWO SIGMA SECURITIES, LLC4.75KJun 30, 26+4.75K0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4.74KJun 30, 26-5430.00%
MISSION WEALTH MANAGEMENT, LP4.66KJun 30, 26+4.66K0.00%
Sumitomo Mitsui DS Asset Management Company, Ltd4.62KJun 30, 26+4.62K0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO4.61KJun 30, 26-4980.00%
EP Wealth Advisors, LLC4.55KJun 30, 26+4.55K0.00%
Legacy Wealth Advisors, LLC4.50KJun 30, 26--0.00%
Vanguard National Trust Co4.49KJun 30, 26--0.00%
Qube Research & Technologies Ltd4.48KJun 30, 26+2.62K0.00%
Ullmann Wealth Partners Group, LLC4.33KJun 30, 26--0.00%
PNC FINANCIAL SERVICES GROUP, INC.4.31KJun 30, 26-1410.00%
SUMMITRY LLC4.30KJun 30, 26+4.30K0.00%
Maia Wealth LLC4.16KJun 30, 26+5640.00%
COMMONWEALTH EQUITY SERVICES, LLC4.11KJun 30, 26+90.00%
IEQ CAPITAL, LLC4.05KJun 30, 26-1.76K0.00%
ANGELES WEALTH MANAGEMENT, LLC3.99KJun 30, 26--0.00%
Gotham Asset Management, LLC3.81KJun 30, 26--0.00%
Kestra Advisory Services, LLC3.73KJun 30, 26-1380.00%
Savant Capital, LLC3.68KJun 30, 26+6480.00%
CAPITAL PERFORMANCE ADVISORS LLP3.65KJun 30, 26+3.65K0.00%
Morton Capital Management LLC/CA3.60KJun 30, 26-640.00%
AQR CAPITAL MANAGEMENT LLC3.50KJun 30, 26+3.50K0.00%
BEACON ADVISORS HOLDINGS, LLC3.48KJun 30, 26-4090.00%
NATIONAL BANK OF CANADA /FI/3.37KJun 30, 26-3140.00%
One Wealth Management Investment & Advisory Services, LLC3.35KJun 30, 26-2930.00%
US BANCORP \DE\3.31KJun 30, 26+2340.00%
QRG CAPITAL MANAGEMENT, INC.3.23KJun 30, 26-640.00%
FSM Wealth Advisors, LLC3.23KJun 30, 26-3660.00%
Cascade Financial Partners, LLC3.21KJun 30, 26+3.21K0.00%
Busey Wealth Management3.18KJun 30, 26+490.00%
Sigma Planning Corp3.13KJun 30, 26-1.85K0.00%
Wealthspire Advisors, LLC3.03KJun 30, 26-1.40K0.00%
Sunrise Financial Services, LLC2.97KJun 30, 26+2920.00%
waypoint wealth counsel2.95KJun 30, 26-2440.00%
Wealthfront Advisers LLC2.94KJun 30, 26+4950.00%
Evernest Financial Advisors, LLC2.92KJun 30, 26+1980.00%
Convergence Financial, LLC2.91KJun 30, 26+2.91K0.00%
Fiduciary Wealth Partners, LLC2.90KJun 30, 26-960.00%
MAI Capital Management2.84KJun 30, 26+2.28K0.00%
Advisors Capital Management, LLC2.81KJun 30, 26-1030.00%
Waverly Advisors, LLC2.72KJun 30, 26-1.62K0.00%
Waterloo Capital, L.P.2.62KJun 30, 26--0.00%
Clark Capital Management Group, Inc.2.61KJun 30, 26-360.00%
Cooksen Wealth, LLC2.60KJun 30, 26-500.00%
Ironwood Investment Counsel, LLC2.56KJun 30, 26--0.00%
Bank of New York Mellon Corp2.55KJun 30, 26-920.00%
HB Wealth Management, LLC2.53KJun 30, 26--0.00%
Cedarwood Wealth LLC2.51KJun 30, 26--0.00%
Beverly Hills Private Wealth, LLC2.48KJun 30, 26+920.00%
SIMON QUICK ADVISORS, LLC2.47KJun 30, 26--0.00%
Arlington Trust Co LLC2.47KJun 30, 26+1.67K0.00%
Cambridge Investment Research Advisors, Inc.2.44KJun 30, 26-1220.00%
BRANDYWINE OAK PRIVATE WEALTH LLC2.39KJun 30, 26+190.00%
FIRST CITIZENS BANK & TRUST CO2.36KJun 30, 26-240.00%
WESTWOOD HOLDINGS GROUP INC2.34KJun 30, 26-230.00%
Beacon Pointe Advisors, LLC2.28KJun 30, 26-8.89K0.00%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV2.25KJun 30, 26+2.25K0.00%
NATURAL INVESTMENTS, LLC2.23KJun 30, 26+2.23K0.00%
FIRST AMERICAN TRUST, FSB2.12KJun 30, 26+2.12K0.00%
Strategic Family Wealth Counselors, L.L.C.2.10KJun 30, 26+2.10K0.00%
Crewe Advisors LLC2.10KJun 30, 26--0.00%
CAPTRUST FINANCIAL ADVISORS2.08KJun 30, 26+2.08K0.00%
Smartleaf Asset Management LLC1.84KJun 30, 26--0.00%
Strategic Wealth Partners, Ltd.1.54KJun 30, 26-360.00%
Federation des caisses Desjardins du Quebec1.33KJun 30, 26--0.00%
WHITTIER TRUST CO1.17KJun 30, 26+1.17K0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.1.06KJun 30, 26--0.00%
VANGUARD ADVISERS INC981Jun 30, 26+420.00%
AE Wealth Management LLC878Jun 30, 26+450.00%
TRUST CO OF TOLEDO NA /OH/846Jun 30, 26--0.00%
Allworth Financial LP817Jun 30, 26-630.00%
FRANKLIN RESOURCES INC775Jun 30, 26+2630.00%
Russell Investments Group, Ltd.714Jun 30, 26+5870.00%
Ronald Blue Trust, Inc.662Jun 30, 26--0.00%
Turtle Creek Wealth Advisors, LLC628Jun 30, 26--0.00%
Steward Partners Investment Advisory, LLC582Jun 30, 26-150.00%
TD PRIVATE CLIENT WEALTH LLC553Jun 30, 26+1470.00%
TRUST CO OF VERMONT553Jun 30, 26+5530.00%
Integrated Wealth Concepts LLC528Jun 30, 26+5280.00%
AdvisorNet Financial, Inc495Jun 30, 26--0.00%
BAYBAN459Jun 30, 26--0.00%
ESL Trust Services, LLC451Jun 30, 26+4510.00%
Golden State Wealth Management, LLC451Jun 30, 26+4510.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC410Jun 30, 26-190.00%
BOKF, NA408Jun 30, 26+4080.00%
CHESAPEAKE ASSET MANAGEMENT LLC407Jun 30, 26--0.00%
LifeSteps Financial, Inc.405Jun 30, 26+4050.00%
HANTZ FINANCIAL SERVICES, INC.387Jun 30, 26+980.00%
COMPASS FINANCIAL MANAGEMENT LLC365Jun 30, 26+3650.00%
Capital Investment Counsel, Inc345Jun 30, 26--0.00%
Atlantic Union Bankshares Corp335Jun 30, 26--0.00%
JONES FINANCIAL COMPANIES LLLP330Jun 30, 26-1120.00%
Wellington Grp LLC302Jun 30, 26--0.00%
HARBOUR INVESTMENTS, INC.276Jun 30, 26+520.00%
HUNTINGTON NATIONAL BANK270Jun 30, 26+2410.00%
SRS Capital Advisors, Inc.267Jun 30, 26+1160.00%
IFG Advisory, LLC254Jun 30, 26+2540.00%
WHITTIER TRUST CO OF NEVADA INC201Jun 30, 26+2010.00%
Spire Wealth Management200Jun 30, 26-50.00%
Ares Financial Consulting, LLC194Jun 30, 26+1940.00%
CULLEN/FROST BANKERS, INC.194Jun 30, 26-1290.00%
Private Wealth Management Group, LLC191Jun 30, 26+1910.00%
Capital Investment Advisory Services, LLC188Jun 30, 26--0.00%
Aventura Private Wealth, LLC181Jun 30, 26--0.00%
Longview Financial Advisors LLC166Jun 30, 26--0.00%
BRYN MAWR TRUST Co158Jun 30, 26+1580.00%
MATHER GROUP, LLC.154Jun 30, 26-480.00%
ALBION FINANCIAL GROUP /UT152Jun 30, 26--0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC141Jun 30, 26--0.00%
Delos Wealth Advisors, LLC141Jun 30, 26--0.00%
Continuum Advisory, LLC136Jun 30, 26+1360.00%
Newbridge Financial Services Group, Inc.133Jun 30, 26-470.00%
MORRIS FINANCIAL CONCEPTS, INC.132Jun 30, 26+410.00%
Archer Investment Corp130Jun 30, 26-220.00%
Rossby Financial, LCC128Jun 30, 26-20.00%
Abound Wealth Management126Jun 30, 26--0.00%
Cornerstone Planning Group LLC123Jun 30, 26--0.00%
Global Retirement Partners, LLC122Jun 30, 26+1220.00%
FIDUCIARY FINANCIAL ADVISORS118Jun 30, 26+1180.00%
Larson Financial Group LLC110Jun 30, 26--0.00%
NBC SECURITIES, INC.110Jun 30, 26-760.00%
Strengthening Families & Communities, LLC108Jun 30, 26+1080.00%
Breakwater Investment Management102Jun 30, 26--0.00%
RMG Wealth Management LLC85Jun 30, 26+850.00%
IFP Advisors, Inc81Jun 30, 26-170.00%
Center for Financial Planning, Inc.79Jun 30, 26--0.00%
Kingdom Financial Group LLC.65Jun 30, 26--0.00%
Keating Financial Advisory Services, Inc.56Jun 30, 26--0.00%
AlphaCore Capital LLC55Jun 30, 26-400.00%
Asset Dedication, LLC55Jun 30, 26--0.00%
Cape Investment Advisory, Inc.53Jun 30, 26+530.00%
HHM Wealth Advisors, LLC52Jun 30, 26--0.00%
Highland Investment Advisors LLC45Jun 30, 26+450.00%
Ashton Thomas Private Wealth, LLC44Jun 30, 26-90.00%
Tower Research Capital LLC (TRC)44Jun 30, 26+440.00%
Inspire Investing, LLC41Jun 30, 26--0.00%
Coppell Advisory Solutions LLC38Jun 30, 26+380.00%
Buck Wealth Strategies, LLC36Jun 30, 26+360.00%
SouthState Corp32Jun 30, 26--0.00%
Operose Advisors LLC31Jun 30, 26+310.00%
Strive Financial Group ,LLC26Jun 30, 26--0.00%
Glen Eagle Advisors, LLC25Jun 30, 26--0.00%
Fortis Group Advisors, LLC23Jun 30, 26--0.00%
Oakworth Capital, Inc.20Jun 30, 26+200.00%
Parallel Advisors, LLC17Jun 30, 26+170.00%
EverSource Wealth Advisors, LLC12Jun 30, 26--0.00%
Eukles Asset Management12Jun 30, 26--0.00%
MCGUIRE CAPITAL ADVISORS INC12Jun 30, 26--0.00%
Transamerica Financial Advisors, Inc.10Jun 30, 26-10.00%
Granite FO LLC10Jun 30, 26--0.00%
DHJJ Financial Advisors, Ltd.9Jun 30, 26--0.00%
Medallion Wealth Advisors, LLC7Jun 30, 26-70.00%
Ameritas Advisory Services, LLC--Jun 30, 26-4.22K--
SEVEN MILE ADVISORY--Jun 30, 26-3.80K--
Avalon Trust Co--Jun 30, 26-290--
EVOKE WEALTH, LLC--Jun 30, 26-2.27K--
Advisory Services Network, LLC--Jun 30, 26-585--
Western Wealth Management, LLC--Jun 30, 26-30--
Lloyd Advisory Services, LLC.--Jun 30, 26-65--
ROTHSCHILD INVESTMENT LLC--Jun 30, 26-4--
Greykasell Wealth Strategies, Inc.--Jun 30, 26-50--
GTS SECURITIES LLC--Jun 30, 26-3.77K--
CARDIFF PARK ADVISORS, LLC--Jun 30, 26-34--
Rialto Wealth Management, LLC--Jun 30, 26-11--
SUSQUEHANNA INTERNATIONAL GROUP, LLP--Jun 30, 26-28.21K--
Mowery & Schoenfeld Wealth Management, LLC--Jun 30, 26-55--
Wilkerson Advisory Group LLC--Jun 30, 26-45--
WEDBUSH SECURITIES INC--Jun 30, 26-2.39K--
Riverview Trust Co--Jun 30, 26-35--
Legacy Wealth Managment, LLC/ID--Jun 30, 26-114--
Activest Wealth Management--Jun 30, 26-24--
Destiny Wealth Partners, LLC--Jun 30, 26-827--
RENAISSANCE TECHNOLOGIES LLC--Jun 30, 26-6.40K--
Parkside Financial Bank & Trust--Jun 30, 26-118--
SEGALL BRYANT & HAMILL, LLC--Jun 30, 26-7.24K--
Harel Insurance Investments & Financial Services Ltd.--Jun 30, 26-1.30K--
Y-Intercept (Hong Kong) Ltd--Jun 30, 26-7.04K--
Annis Gardner Whiting Capital Advisors, LLC--Jun 30, 26-565--
HRT FINANCIAL LP--Jun 30, 26-22.93K--
CWM, LLC28.66KMar 31, 26+18.99K0.03%
Richard Bernstein Advisors LLC555Mar 31, 26-630.00%
McIlrath & Eck, LLC18Mar 31, 26--0.00%
COMERICA BANK13.46KDec 31, 25-7.25K0.01%
FineMark National Bank & Trust6.30KDec 31, 25--0.01%
VANGUARD GROUP INC5.68KDec 31, 25+3320.01%
CIBC Private Wealth Group, LLC1.23KDec 31, 25+4190.00%
Guerra Advisors Inc81Sep 30, 25+810.00%
Glenmede Investment Management, LP--Sep 30, 25-340--
Legacy Investment Solutions, LLC88Jun 30, 25+880.00%
Iron Horse Wealth Management, LLC12Jun 30, 25+120.00%
Atria Wealth Solutions, Inc.--Jun 30, 25-5.36K--
Marcum Wealth, LLC5.22KMar 31, 25-2210.01%
CAROLINAS WEALTH CONSULTING LLC88Mar 31, 25--0.00%
LAKE STREET ADVISORS GROUP, LLC24.63KDec 31, 24--0.02%
Cassady Schiller Wealth Management, LLC243Dec 31, 24--0.00%
PRIVATE CAPITAL MANAGEMENT LLC162Dec 31, 24--0.00%
Raymond James Financial Services Advisors, Inc.279.12KSep 30, 24+279.12K0.27%
RAYMOND JAMES & ASSOCIATES247.03KSep 30, 24-5910.24%
Source Financial Advisors LLC6.47KSep 30, 24+1370.01%
RAYMOND JAMES TRUST N.A.6.46KSep 30, 24+4720.01%
Brophy Wealth Management, LLC2.80KSep 30, 24+2.80K0.00%
M&R CAPITAL MANAGEMENT INC93Sep 30, 24--0.00%
SYSTM Wealth Solutions LLC32Sep 30, 24+150.00%
Family Asset Management, LLC11Sep 30, 24--0.00%
BlackRock Inc.--Jun 30, 24-45.84K--
Private Ocean, LLC--Jun 30, 24-200--
Cetera Advisor Networks LLC20.67KMar 31, 24-2.10K0.02%
Cetera Advisors LLC18.50KMar 31, 24+11.48K0.02%
KCS Wealth Advisory12.18KSep 30, 23-9.41K0.01%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.6.46KSep 30, 23-9.73K0.01%
Icon Wealth Partners, LLC6.30KSep 30, 23-5180.01%
TIEDEMANN ADVISORS, LLC4.01KSep 30, 23+4.01K0.00%
Steward Financial Group LLC2.44KSep 30, 23--0.00%
ROOSEVELT INVESTMENT GROUP LLC347.95KSep 30, 22+11.38K0.34%
WIPFLI FINANCIAL ADVISORS LLC,4.78KSep 30, 22+4.78K0.00%
American Portfolios Advisors759Sep 30, 22+2490.00%
CPWM, LLC--Sep 30, 22-3.75K--
55I, LLC--Sep 30, 22-5.51K--
Barrett Asset Management, LLC2.92KMar 31, 22-2.77K0.00%
Lenox Wealth Advisors, LLC179Mar 31, 22+1790.00%
QUEST CAPITAL MANAGEMENT INC /ADV5.20KDec 31, 21+5.20K0.01%
Homrich & Berg13.27KSep 30, 21+13.27K0.01%
FARR MILLER & WASHINGTON LLC/DC5.52KSep 30, 21--0.01%
GLENVIEW STATE BANK TRUST DEPT.3.13KJun 30, 21+3.13K0.00%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

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Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.