BDJ(BDJ)
BDJ
Institutional Ownership
Top 305 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Janney Montgomery Scott LLC | 631.00K | Mar 31, 26 | -5.22K | 0.36% |
| SOL Capital Management CO | 381.27K | Mar 31, 26 | +381.27K | 0.22% |
| COMMONWEALTH EQUITY SERVICES, LLC | 167.42K | Mar 31, 26 | -425.56K | 0.09% |
| Shulman DeMeo Asset Management LLC | 129.58K | Mar 31, 26 | -5.80K | 0.07% |
| Centurion Wealth Management LLC | 113.36K | Mar 31, 26 | +99 | 0.06% |
| KINGSWOOD WEALTH ADVISORS, LLC | 112.83K | Mar 31, 26 | +1.93K | 0.06% |
| David J Yvars Group | 96.56K | Mar 31, 26 | +840 | 0.05% |
| Farther Finance Advisors, LLC | 86.58K | Mar 31, 26 | -- | 0.05% |
| PARK AVENUE SECURITIES LLC | 80.96K | Mar 31, 26 | +1.84K | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 72.08K | Mar 31, 26 | -25.86K | 0.04% |
| Stratos Wealth Partners, LTD. | 68.50K | Mar 31, 26 | +22.80K | 0.04% |
| Stolper Co | 64.66K | Mar 31, 26 | -34 | 0.04% |
| Private Advisor Group, LLC | 51.49K | Mar 31, 26 | +2.91K | 0.03% |
| TRUIST FINANCIAL CORP | 49.72K | Mar 31, 26 | -720 | 0.03% |
| Investment Partners Asset Management, Inc. | 47.36K | Mar 31, 26 | -27 | 0.03% |
| Mezzasalma Advisors, LLC | 45.78K | Mar 31, 26 | +748 | 0.03% |
| Saxony Capital Management, LLC | 42.88K | Mar 31, 26 | -- | 0.02% |
| Claro Advisors LLC | 41.09K | Mar 31, 26 | -1.00K | 0.02% |
| NBC SECURITIES, INC. | 36.58K | Mar 31, 26 | +5.01K | 0.02% |
| CENTRAL TRUST Co | 36.00K | Mar 31, 26 | +36.00K | 0.02% |
| DAVENPORT & Co LLC | 33.01K | Mar 31, 26 | -- | 0.02% |
| Kapstone Financial Advisors LLC | 30.94K | Mar 31, 26 | -- | 0.02% |
| WEALTHSPAN PARTNERS, LLC | 26.75K | Mar 31, 26 | +190 | 0.02% |
| Signal Advisors Wealth, LLC | 26.50K | Mar 31, 26 | +26.50K | 0.01% |
| ELCO Management Co., LLC | 24.86K | Mar 31, 26 | -100 | 0.01% |
| Western Financial Corp/CA | 24.52K | Mar 31, 26 | +485 | 0.01% |
| Roble, Belko & Company, Inc | 24.24K | Mar 31, 26 | -526 | 0.01% |
| WEDBUSH SECURITIES INC | 24.20K | Mar 31, 26 | +2.74K | 0.01% |
| SeaCrest Wealth Management, LLC | 23.93K | Mar 31, 26 | +1.29K | 0.01% |
| VISTA INVESTMENT PARTNERS II, LLC | 23.70K | Mar 31, 26 | -- | 0.01% |
| Plancorp, LLC | 22.00K | Mar 31, 26 | -- | 0.01% |
| Kaydan Wealth Management, Inc. | 21.51K | Mar 31, 26 | -- | 0.01% |
| Ronald Blue Trust, Inc. | 20.88K | Mar 31, 26 | -- | 0.01% |
| Aurora Private Wealth, Inc. | 20.05K | Mar 31, 26 | -- | 0.01% |
| Wealthcare Advisory Partners LLC | 19.59K | Mar 31, 26 | +283 | 0.01% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 18.95K | Mar 31, 26 | -- | 0.01% |
| WEALTH EFFECTS LLC | 18.21K | Mar 31, 26 | +18.21K | 0.01% |
| Johnson Bixby & Associates, LLC | 18.14K | Mar 31, 26 | +18.14K | 0.01% |
| Pensionmark Financial Group, LLC | 15.30K | Mar 31, 26 | +75 | 0.01% |
| Heritage Wealth Management, Inc. | 15.25K | Mar 31, 26 | -- | 0.01% |
| Comprehensive Money Management Services LLC | 15.09K | Mar 31, 26 | -1.95K | 0.01% |
| EAGLE WEALTH STRATEGIES LLC | 15.09K | Mar 31, 26 | -- | 0.01% |
| Iowa State Bank | 14.70K | Mar 31, 26 | -- | 0.01% |
| GILL CAPITAL PARTNERS, LLC | 13.88K | Mar 31, 26 | -- | 0.01% |
| Concurrent Investment Advisors, LLC | 13.86K | Mar 31, 26 | +2.00K | 0.01% |
| XML Financial, LLC | 13.78K | Mar 31, 26 | -3.33K | 0.01% |
| Allen Mooney & Barnes Investment Advisors LLC | 13.68K | Mar 31, 26 | +73 | 0.01% |
| Perigon Wealth Management, LLC | 11.64K | Mar 31, 26 | -125 | 0.01% |
| First Heartland Consultants, Inc. | 11.51K | Mar 31, 26 | +190 | 0.01% |
| Westbourne Investment Advisors, Inc. | 11.30K | Mar 31, 26 | +11.30K | 0.01% |
| KEYBANK NATIONAL ASSOCIATION/OH | 11.00K | Mar 31, 26 | -- | 0.01% |
| Live Oak Private Wealth LLC | 10.53K | Mar 31, 26 | -- | 0.01% |
| SPIREPOINT PRIVATE CLIENT, LLC | 10.37K | Mar 31, 26 | -- | 0.01% |
| HB Wealth Management, LLC | 10.04K | Mar 31, 26 | +27 | 0.01% |
| Integrated Advisors Network LLC | 10.03K | Mar 31, 26 | +10.03K | 0.01% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 8.99K | Mar 31, 26 | +8.99K | 0.01% |
| North Star Investment Management Corp. | 7.27K | Mar 31, 26 | -- | 0.00% |
| Holos Integrated Wealth LLC | 7.06K | Mar 31, 26 | +7.06K | 0.00% |
| Hickory Point Bank & Trust | 6.00K | Mar 31, 26 | +6.00K | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 2.98K | Mar 31, 26 | -- | 0.00% |
| Capital Advisors, Ltd. LLC | 2.45K | Mar 31, 26 | +49 | 0.00% |
| Abound Wealth Management | 2.27K | Mar 31, 26 | +2.27K | 0.00% |
| OLD POINT TRUST & FINANCIAL SERVICES N A | 1.95K | Mar 31, 26 | -- | 0.00% |
| Fortitude Family Office, LLC | 1.82K | Mar 31, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 1.47K | Mar 31, 26 | -- | 0.00% |
| Pacifica Partners Inc. | 1.37K | Mar 31, 26 | -- | 0.00% |
| IFP Advisors, Inc | 906 | Mar 31, 26 | -- | 0.00% |
| Pinnacle Bancorp, Inc. | 632 | Mar 31, 26 | -- | 0.00% |
| MONTAG A & ASSOCIATES INC | 466 | Mar 31, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 300 | Mar 31, 26 | +300 | 0.00% |
| Global Wealth Strategies & Associates | -- | Mar 31, 26 | -3.90K | -- |
| PFG Investments, LLC | -- | Mar 31, 26 | -10.79K | -- |
| SAXON INTERESTS, INC. | -- | Mar 31, 26 | -39.43K | -- |
| CX Institutional | -- | Mar 31, 26 | -435 | -- |
| CLIENT 1ST ADVISORY GROUP, LLC | -- | Mar 31, 26 | -25.00K | -- |
| FLAGSHIP HARBOR ADVISORS, LLC | -- | Mar 31, 26 | -1.64K | -- |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -- | Mar 31, 26 | -20.20K | -- |
| Root Financial Partners, LLC | -- | Mar 31, 26 | -1.50K | -- |
| AXXCESS WEALTH MANAGEMENT, LLC | -- | Mar 31, 26 | -17.94K | -- |
| SILVERLAKE WEALTH MANAGEMENT LLC | -- | Mar 31, 26 | -12.11K | -- |
| RAYMOND JAMES FINANCIAL INC | 4.13M | Dec 31, 25 | +89.36K | 2.34% |
| MORGAN STANLEY | 3.42M | Dec 31, 25 | -67.16K | 1.93% |
| WELLS FARGO & COMPANY/MN | 2.67M | Dec 31, 25 | -25.10K | 1.51% |
| GUGGENHEIM CAPITAL LLC | 2.30M | Dec 31, 25 | +234.89K | 1.30% |
| Invesco Ltd. | 2.20M | Dec 31, 25 | -187.98K | 1.24% |
| LPL Financial LLC | 1.87M | Dec 31, 25 | +54.83K | 1.05% |
| STIFEL FINANCIAL CORP | 1.13M | Dec 31, 25 | +20.18K | 0.64% |
| ROYAL BANK OF CANADA | 855.04K | Dec 31, 25 | +19.91K | 0.48% |
| Waterfront Wealth Inc. | 778.39K | Dec 31, 25 | -137.34K | 0.44% |
| UBS Group AG | 700.24K | Dec 31, 25 | +62.97K | 0.40% |
| Advisors Asset Management, Inc. | 600.75K | Dec 31, 25 | -132.22K | 0.34% |
| BANK OF AMERICA CORP /DE/ | 572.45K | Dec 31, 25 | -17.47K | 0.32% |
| Boothe Investment Group, Inc. | 527.97K | Dec 31, 25 | +31.30K | 0.30% |
| ADVISOR GROUP HOLDINGS, INC. | 510.94K | Dec 31, 25 | +89.93K | 0.29% |
| Cerity Partners LLC | 433.62K | Dec 31, 25 | -3.63K | 0.25% |
| AMERIPRISE FINANCIAL INC | 289.23K | Dec 31, 25 | -8.76K | 0.16% |
| Steward Partners Investment Advisory, LLC | 271.84K | Dec 31, 25 | -4.53K | 0.15% |
| Baird Financial Group, Inc. | 269.29K | Dec 31, 25 | +2.21K | 0.15% |
| Hennion & Walsh Asset Management, Inc. | 253.47K | Dec 31, 25 | -75.17K | 0.14% |
| Cetera Investment Advisers | 244.19K | Dec 31, 25 | +16.38K | 0.14% |
| Colony Group, LLC | 175.35K | Dec 31, 25 | +175.35K | 0.10% |
| Allspring Global Investments Holdings, LLC | 172.47K | Dec 31, 25 | -3.97K | 0.10% |
| NewEdge Advisors, LLC | 128.51K | Dec 31, 25 | +42.80K | 0.07% |
| Cambridge Investment Research Advisors, Inc. | 120.96K | Dec 31, 25 | +819 | 0.07% |
| IHT Wealth Management, LLC | 119.76K | Dec 31, 25 | -6.85K | 0.07% |
| Calamos Advisors LLC | 111.68K | Dec 31, 25 | +27.16K | 0.06% |
| KINGSWOOD WEALTH ADVISORS, LLC | 110.90K | Dec 31, 25 | -8.16K | 0.06% |
| Waverly Advisors, LLC | 108.21K | Dec 31, 25 | -1.07K | 0.06% |
| MERCER GLOBAL ADVISORS INC /ADV | 106.61K | Dec 31, 25 | +2.09K | 0.06% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 101.48K | Dec 31, 25 | +1.59K | 0.06% |
| Rockefeller Capital Management L.P. | 97.62K | Dec 31, 25 | +161 | 0.06% |
| WealthTrust Axiom LLC | 97.21K | Dec 31, 25 | -1.28K | 0.05% |
| Shaker Financial Services, LLC | 97.08K | Dec 31, 25 | -271.41K | 0.05% |
| Sanctuary Advisors, LLC | 83.45K | Dec 31, 25 | -1.04K | 0.05% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 73.23K | Dec 31, 25 | -1.20K | 0.04% |
| Kovack Advisors, Inc. | 71.90K | Dec 31, 25 | +71.90K | 0.04% |
| OMC Financial Services LTD | 66.58K | Dec 31, 25 | -400 | 0.04% |
| Concorde Asset Management, LLC | 66.11K | Dec 31, 25 | +8.20K | 0.04% |
| REGIONS FINANCIAL CORP | 65.00K | Dec 31, 25 | +20.00K | 0.04% |
| Wealthspire Advisors, LLC | 63.90K | Dec 31, 25 | +11.84K | 0.04% |
| HighTower Advisors, LLC | 59.70K | Dec 31, 25 | +23.75K | 0.03% |
| Kestra Advisory Services, LLC | 57.52K | Dec 31, 25 | +1.48K | 0.03% |
| Palogic Value Management, L.P. | 57.00K | Dec 31, 25 | -- | 0.03% |
| MGB Wealth Management, LLC | 56.87K | Dec 31, 25 | -- | 0.03% |
| Summit Financial, LLC | 56.05K | Dec 31, 25 | +7.77K | 0.03% |
| WCG Wealth Advisors LLC | 56.01K | Dec 31, 25 | +920 | 0.03% |
| StoneX Group Inc. | 53.28K | Dec 31, 25 | -1.80K | 0.03% |
| Jackson, Grant Investment Advisers, Inc. | 51.21K | Dec 31, 25 | +1.17K | 0.03% |
| Avantax Planning Partners, Inc. | 49.63K | Dec 31, 25 | -- | 0.03% |
| Allworth Financial LP | 46.73K | Dec 31, 25 | +1.12K | 0.03% |
| CWM, LLC | 45.43K | Dec 31, 25 | +38.00K | 0.03% |
| Cove Private Wealth, LLC | 45.24K | Dec 31, 25 | -- | 0.03% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 44.82K | Dec 31, 25 | +5.05K | 0.03% |
| Brick & Kyle, Associates | 44.05K | Dec 31, 25 | -243 | 0.02% |
| D.A. DAVIDSON & CO. | 43.12K | Dec 31, 25 | -2.58K | 0.02% |
| SHUFRO ROSE & CO LLC | 41.86K | Dec 31, 25 | -- | 0.02% |
| SAXON INTERESTS, INC. | 39.43K | Dec 31, 25 | +39.43K | 0.02% |
| Venture Visionary Partners LLC | 36.83K | Dec 31, 25 | -1 | 0.02% |
| BROWN ADVISORY INC | 36.57K | Dec 31, 25 | -- | 0.02% |
| JANE STREET GROUP, LLC | 36.29K | Dec 31, 25 | +22.11K | 0.02% |
| THRIVENT FINANCIAL FOR LUTHERANS | 35.81K | Dec 31, 25 | -10.95K | 0.02% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 35.25K | Dec 31, 25 | +157 | 0.02% |
| ENVESTNET ASSET MANAGEMENT INC | 35.11K | Dec 31, 25 | -102.46K | 0.02% |
| NWF Advisory Services Inc. | 35.01K | Dec 31, 25 | -9.07K | 0.02% |
| Mariner, LLC | 34.94K | Dec 31, 25 | -24.58K | 0.02% |
| K2 PRINCIPAL FUND, L.P. | 32.98K | Dec 31, 25 | -- | 0.02% |
| COMERICA BANK | 31.45K | Dec 31, 25 | -2.02K | 0.02% |
| CORRADO ADVISORS, LLC | 28.30K | Dec 31, 25 | -- | 0.02% |
| Integrated Wealth Concepts LLC | 28.03K | Dec 31, 25 | +56 | 0.02% |
| BENJAMIN EDWARDS INC | 27.41K | Dec 31, 25 | -584 | 0.02% |
| Ameritas Advisory Services, LLC | 26.63K | Dec 31, 25 | -3.00K | 0.02% |
| CFO4Life Group, LLC | 25.94K | Dec 31, 25 | +811 | 0.01% |
| Creative Planning | 25.36K | Dec 31, 25 | +25.36K | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 23.66K | Dec 31, 25 | +5.97K | 0.01% |
| Advisory Services Network, LLC | 23.09K | Dec 31, 25 | -10.95K | 0.01% |
| NORTHERN TRUST CORP | 23.02K | Dec 31, 25 | +458 | 0.01% |
| Widmann Financial Services, Inc. | 22.78K | Dec 31, 25 | +10 | 0.01% |
| Oder Investment Management, LLC | 22.07K | Dec 31, 25 | -7.20K | 0.01% |
| PRINCIPAL SECURITIES, INC. | 22.00K | Dec 31, 25 | +93 | 0.01% |
| Pekin Hardy Strauss, Inc. | 21.78K | Dec 31, 25 | +21.78K | 0.01% |
| Kaydan Wealth Management, Inc. | 21.51K | Dec 31, 25 | -- | 0.01% |
| OAK HARBOR WEALTH PARTNERS, LLC | 21.14K | Dec 31, 25 | -- | 0.01% |
| CAPTRUST FINANCIAL ADVISORS | 20.65K | Dec 31, 25 | -6.13K | 0.01% |
| CIBC Private Wealth Group, LLC | 20.64K | Dec 31, 25 | +5.84K | 0.01% |
| Wharton Business Group, LLC | 19.00K | Dec 31, 25 | -- | 0.01% |
| MML INVESTORS SERVICES, LLC | 18.97K | Dec 31, 25 | +2.66K | 0.01% |
| BECKER CAPITAL MANAGEMENT INC | 18.81K | Dec 31, 25 | -- | 0.01% |
| AXXCESS WEALTH MANAGEMENT, LLC | 17.94K | Dec 31, 25 | -126 | 0.01% |
| Moors & Cabot, Inc. | 17.60K | Dec 31, 25 | +600 | 0.01% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 17.47K | Dec 31, 25 | +3.85K | 0.01% |
| Wealth Management Associates, Inc. | 16.07K | Dec 31, 25 | -1.91K | 0.01% |
| IPG Investment Advisors LLC | 16.00K | Dec 31, 25 | +16.00K | 0.01% |
| Cresset Asset Management, LLC | 15.98K | Dec 31, 25 | -- | 0.01% |
| Founders Financial Alliance, LLC | 15.35K | Dec 31, 25 | -555 | 0.01% |
| Icon Wealth Advisors, LLC | 15.29K | Dec 31, 25 | +475 | 0.01% |
| Heritage Wealth Management, Inc./Texas | 14.46K | Dec 31, 25 | +457 | 0.01% |
| BlackRock, Inc. | 14.00K | Dec 31, 25 | -- | 0.01% |
| CI Private Wealth, LLC | 13.98K | Dec 31, 25 | -1.50K | 0.01% |
| COMMERCE BANK | 13.95K | Dec 31, 25 | +100 | 0.01% |
| Sterling Financial Planning, Inc. | 13.83K | Dec 31, 25 | -- | 0.01% |
| Ashton Thomas Private Wealth, LLC | 13.81K | Dec 31, 25 | +439 | 0.01% |
| HARBOUR INVESTMENTS, INC. | 13.39K | Dec 31, 25 | +13.18K | 0.01% |
| ENDEAVOR PRIVATE WEALTH, INC. | 13.22K | Dec 31, 25 | -3.16K | 0.01% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 12.24K | Dec 31, 25 | -- | 0.01% |
| SMITH, MOORE & CO. | 12.11K | Dec 31, 25 | +32 | 0.01% |
| DAYMARK WEALTH PARTNERS, LLC | 11.60K | Dec 31, 25 | -- | 0.01% |
| CHOREO, LLC | 11.48K | Dec 31, 25 | -1.56K | 0.01% |
| TRANSCEND CAPITAL ADVISORS, LLC | 10.95K | Dec 31, 25 | -2.22K | 0.01% |
| Dana Investment Advisors, Inc. | 10.33K | Dec 31, 25 | -- | 0.01% |
| Diversify Advisory Services, LLC | 10.30K | Dec 31, 25 | -- | 0.01% |
| MGO ONE SEVEN LLC | 10.13K | Dec 31, 25 | -- | 0.01% |
| Cape Investment Advisory, Inc. | 9.29K | Dec 31, 25 | +9.29K | 0.01% |
| CULLEN/FROST BANKERS, INC. | 7.42K | Dec 31, 25 | -- | 0.00% |
| MAI Capital Management | 6.54K | Dec 31, 25 | +555 | 0.00% |
| Larson Financial Group LLC | 5.24K | Dec 31, 25 | -- | 0.00% |
| AMERIFLEX GROUP, INC. | 3.91K | Dec 31, 25 | -2.31K | 0.00% |
| OPTIMA CAPITAL LLC | 3.66K | Dec 31, 25 | +3.66K | 0.00% |
| Chung Wu Investment Group, LLC | 3.61K | Dec 31, 25 | -- | 0.00% |
| Atlantic Union Bankshares Corp | 3.50K | Dec 31, 25 | -- | 0.00% |
| Smartleaf Asset Management LLC | 2.20K | Dec 31, 25 | -- | 0.00% |
| Sunbelt Securities, Inc. | 1.44K | Dec 31, 25 | -7.30K | 0.00% |
| JPMORGAN CHASE & CO | 924 | Dec 31, 25 | -299 | 0.00% |
| Thomas J. Herzfeld Advisors, Inc. | 700 | Dec 31, 25 | +22 | 0.00% |
| Geneos Wealth Management Inc. | 500 | Dec 31, 25 | -- | 0.00% |
| MONTAG A & ASSOCIATES INC | 466 | Dec 31, 25 | -- | 0.00% |
| Plante Moran Financial Advisors, LLC | 301 | Dec 31, 25 | -- | 0.00% |
| SRS Capital Advisors, Inc. | 183 | Dec 31, 25 | -- | 0.00% |
| ASSETMARK, INC | 46 | Dec 31, 25 | -- | 0.00% |
| Fourth Dimension Wealth, LLC | 18 | Dec 31, 25 | -- | 0.00% |
| Tower Research Capital LLC (TRC) | 12 | Dec 31, 25 | -16 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 2 | Dec 31, 25 | +2 | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | -- | Dec 31, 25 | -5 | -- |
| Costello Asset Management, INC | -- | Dec 31, 25 | -1.55K | -- |
| PVG ASSET MANAGEMENT CORP | -- | Dec 31, 25 | -79.43K | -- |
| MILLENNIUM MANAGEMENT LLC | -- | Dec 31, 25 | -22.00K | -- |
| Atria Investments, Inc | -- | Dec 31, 25 | -11.70K | -- |
| HOLLENCREST CAPITAL MANAGEMENT | -- | Dec 31, 25 | -1.01K | -- |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | -- | Dec 31, 25 | -1.20K | -- |
| Dakota Wealth Management | -- | Dec 31, 25 | -17.62K | -- |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -3.20K | -- |
| TWO SIGMA INVESTMENTS, LP | -- | Dec 31, 25 | -156.25K | -- |
| JONES FINANCIAL COMPANIES LLLP | -- | Dec 31, 25 | -65 | -- |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | -- | Dec 31, 25 | -148.65K | -- |
| Kovitz Investment Group Partners, LLC | -- | Dec 31, 25 | -381.68K | -- |
| Yukon Wealth Management, Inc. | -- | Dec 31, 25 | -11.09K | -- |
| Sheets Smith Investment Management | 79.43K | Sep 30, 25 | +79.43K | 0.04% |
| WETHERBY ASSET MANAGEMENT INC | 20.85K | Sep 30, 25 | -- | 0.01% |
| Masso Torrence Wealth Management Inc. | 20.41K | Sep 30, 25 | -- | 0.01% |
| Creekmur Asset Management LLC | 16.10K | Sep 30, 25 | +3.60K | 0.01% |
| OPTIMUM INVESTMENT ADVISORS | 1.20K | Sep 30, 25 | -- | 0.00% |
| Tyler-Stone Wealth Management | 68.13K | Jun 30, 25 | +2.04K | 0.04% |
| Atria Wealth Solutions, Inc. | 20.82K | Jun 30, 25 | -42.92K | 0.01% |
| Capital A Wealth Management, LLC | -- | Jun 30, 25 | -559 | -- |
| COOK WEALTH MANAGEMENT GROUP LLC | 381.27K | Mar 31, 25 | -140.31K | 0.22% |
| Sheaff Brock Investment Advisors, LLC | 18.23K | Mar 31, 25 | -12 | 0.01% |
| WINTRUST INVESTMENTS LLC | 3.55K | Dec 31, 24 | -166 | 0.00% |
| Sugarloaf Wealth Management, LLC | 1.42K | Dec 31, 24 | -- | 0.00% |
| RE Dickinson Investment Advisors, LLC | 10 | Dec 31, 24 | +10 | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 2.08M | Sep 30, 24 | +43.77K | 1.18% |
| Raymond James Financial Services Advisors, Inc. | 1.29M | Sep 30, 24 | +55.23K | 0.73% |
| 9258 Wealth Management, LLC | 107.53K | Sep 30, 24 | -6.85K | 0.06% |
| RAYMOND JAMES TRUST N.A. | 104.30K | Sep 30, 24 | -3.66K | 0.06% |
| SpiderRock Advisors, LLC | 14.00K | Sep 30, 24 | -- | 0.01% |
| Flow State Investments, L.P. | -- | Sep 30, 24 | -110.24K | -- |
| Gratus Capital LLC | 18.00K | Jun 30, 24 | +18.00K | 0.01% |
| Cetera Advisor Networks LLC | 183.59K | Mar 31, 24 | -1.34K | 0.10% |
| Cetera Advisors LLC | 22.67K | Mar 31, 24 | +4.81K | 0.01% |
| Highlander Capital Management, LLC | 1.70K | Mar 31, 24 | -- | 0.00% |
| CAMBRIDGE TRUST CO | 1.54K | Mar 31, 24 | -- | 0.00% |
| FOCUS FINANCIAL NETWORK INC /ADV | 11.29K | Dec 31, 23 | +11.29K | 0.01% |
| DFPG INVESTMENTS, LLC | 11.00K | Dec 31, 23 | -- | 0.01% |
| Baystate Wealth Management LLC | 714 | Dec 31, 23 | +714 | 0.00% |
| Icon Wealth Partners, LLC | 15.63K | Sep 30, 23 | +323 | 0.01% |
| BDO Wealth Advisors, LLC | 39.86K | Jun 30, 23 | -2.19K | 0.02% |
| Lumature Wealth Partners, LLC | 2.35K | Jun 30, 23 | -- | 0.00% |
| PIERSHALE FINANCIAL GROUP, INC. | 1.76K | Jun 30, 23 | +35 | 0.00% |
| Ahrens Investment Partners LLC | 1.00K | Mar 31, 23 | +1.00K | 0.00% |
| Claraphi Advisory Network, LLC | 65.73K | Dec 31, 22 | +65.73K | 0.04% |
| CFO4Life, L.P. | 26.00K | Dec 31, 22 | +26.00K | 0.01% |
| Covington Capital Management | 5.00K | Sep 30, 22 | -- | 0.00% |
| FourThought Financial, LLC | 4.08K | Sep 30, 22 | -266 | 0.00% |
| American Portfolios Advisors | 3.26K | Sep 30, 22 | -- | 0.00% |
| MUFG Americas Holdings Corp | 1.60K | Sep 30, 22 | +1.60K | 0.00% |
| Cordasco Financial Network | 3.57K | Jun 30, 22 | -- | 0.00% |
| Pinnacle Private Wealth, LLC | -- | Jun 30, 22 | -45.75K | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1.02M | Mar 31, 22 | -100.82K | 0.58% |
| Lenox Wealth Advisors, LLC | 48.79K | Mar 31, 22 | -- | 0.03% |
| Biltmore Capital Advisors LLC | 13.00K | Dec 31, 21 | +13.00K | 0.01% |
| Carroll Financial Associates, Inc. | 2.16K | Dec 31, 21 | +2.16K | 0.00% |
| Homrich & Berg | 71.47K | Sep 30, 21 | +965 | 0.04% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 31.29K | Sep 30, 21 | +11.57K | 0.02% |
| Ameritas Investment Company, LLC | 20.28K | Sep 30, 21 | +21 | 0.01% |
| Harborview Advisors, LLC | 14.73K | Sep 30, 21 | +14.73K | 0.01% |
| Sullivan, Bruyette, Speros & Blaney, LLC | 11.80K | Mar 31, 21 | -- | 0.01% |
| Winslow, Evans & Crocker, Inc. | 5.24K | Dec 31, 20 | +3.89K | 0.00% |
| Reby Advisors, LLC | 4.34K | Dec 31, 20 | +4.34K | 0.00% |
| First Allied Advisory Services, Inc. | 10.15K | Sep 30, 20 | +68 | 0.01% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 33.42K | Mar 31, 20 | +835 | 0.02% |
| Jolley Asset Management, LLC | 10.53K | Mar 31, 20 | -- | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 276.88K | Dec 31, 19 | -3.78K | 0.16% |
| Advisor Group, Inc. | 149.90K | Dec 31, 19 | -26.88K | 0.08% |
| SUNTRUST BANKS INC | 32.72K | Sep 30, 19 | -235 | 0.02% |
| BB&T SECURITIES, LLC | 19.56K | Sep 30, 19 | +573 | 0.01% |
| LOEB PARTNERS CORP | 1.28K | Mar 31, 19 | -- | 0.00% |
| Lattice Strategies LLC | -- | Mar 31, 19 | -13.11K | -- |
| XML SECURITIES, LLC | 446.68K | Mar 31, 18 | +16.75K | 0.25% |
| INVESTMENT CENTERS OF AMERICA INC | -- | Dec 31, 17 | -26.79K | -- |
| Independence Trust CO | -- | Dec 31, 17 | -10.41K | -- |
| BB&T INVESTMENT SERVICES, INC. | -- | Dec 31, 17 | -270 | -- |
| Commonwealth Equity Services, Inc | 120.20K | Jun 30, 17 | -2.64K | 0.07% |
| WFG Advisors, LP | 67.03K | Jun 30, 17 | +62.03K | 0.04% |
| RONALD BLUE & CO LLC | 17.11K | Jun 30, 17 | +272 | 0.01% |
| Geneva Advisors, LLC | 14.53K | Jun 30, 17 | +1.30K | 0.01% |
| FIRST FINANCIAL EQUITY CORPORATION | 33.30K | Mar 31, 17 | +33.30K | 0.02% |
| MSI Financial Services Inc | 59.55K | Dec 31, 16 | +2.53K | 0.03% |
| WESTPORT RESOURCES MANAGEMENT INC | 9.56K | Sep 30, 16 | -- | 0.01% |
| Gupta Wealth Management LLC | 759 | Mar 31, 16 | -- | 0.00% |
| Relative Value Partners, LLC | 4.75M | Mar 31, 15 | -35.84K | 2.68% |
| BAIRD ROBERT W & CO INC /WI/ | 137.04K | Mar 31, 15 | -1.89K | 0.08% |
| NEW ENGLAND SECURITIES CORP /MA/ | -- | Dec 31, 14 | -729 | -- |
| UBS AG | 1.10M | Sep 30, 14 | +126.31K | 0.62% |
| STIFEL NICOLAUS & CO INC \MO\ | 41.22K | Sep 30, 13 | -2.33K | 0.02% |
| Signator Financial Services, Inc. | 1.60K | Sep 30, 13 | -- | 0.00% |
| First Allied Securities, Inc. | 118.86K | Jun 30, 12 | +5.49K | 0.07% |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 668.48K | Jun 30, 10 | -169.28K | 0.38% |