BF-A(BF-A)
BF-A
Institutional Ownership
Top 301 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Lindsell Train Ltd | 2.59M | Mar 31, 26 | -157.52K | 0.55% |
| GARDNER RUSSO & QUINN LLC | 1.65M | Mar 31, 26 | -20.22K | 0.35% |
| BlackRock, Inc. | 1.47M | Mar 31, 26 | +406.31K | 0.32% |
| GABELLI FUNDS LLC | 901.10K | Mar 31, 26 | -- | 0.19% |
| MARKEL GROUP INC. | 843.00K | Mar 31, 26 | -- | 0.18% |
| GEODE CAPITAL MANAGEMENT, LLC | 771.97K | Mar 31, 26 | +129.32K | 0.17% |
| Bank of New York Mellon Corp | 580.35K | Mar 31, 26 | -11.92K | 0.12% |
| Glenview Trust Co | 503.96K | Mar 31, 26 | -23 | 0.11% |
| DIMENSIONAL FUND ADVISORS LP | 495.06K | Mar 31, 26 | +163.38K | 0.11% |
| MORGAN STANLEY | 339.01K | Mar 31, 26 | -152.51K | 0.07% |
| Kessler Investment Group, LLC | 316.89K | Mar 31, 26 | -11.18K | 0.07% |
| PNC FINANCIAL SERVICES GROUP, INC. | 277.26K | Mar 31, 26 | +1.31K | 0.06% |
| GAMCO INVESTORS, INC. ET AL | 205.85K | Mar 31, 26 | -28.80K | 0.04% |
| Cerity Partners LLC | 174.12K | Mar 31, 26 | -61.49K | 0.04% |
| Quantinno Capital Management LP | 173.73K | Mar 31, 26 | +44.35K | 0.04% |
| Baird Financial Group, Inc. | 144.24K | Mar 31, 26 | -6.14K | 0.03% |
| NORTHERN TRUST CORP | 144.22K | Mar 31, 26 | +21.70K | 0.03% |
| STATE STREET CORP | 141.23K | Mar 31, 26 | +33.29K | 0.03% |
| GRACE & WHITE INC /NY | 110.36K | Mar 31, 26 | -- | 0.02% |
| Bronte Capital Management Pty Ltd. | 100.35K | Mar 31, 26 | +100.35K | 0.02% |
| Swiss National Bank | 100.00K | Mar 31, 26 | +100.00K | 0.02% |
| STOCK YARDS BANK & TRUST CO | 89.58K | Mar 31, 26 | -- | 0.02% |
| Ethic Inc. | 86.64K | Mar 31, 26 | +36.74K | 0.02% |
| HARVEY INVESTMENT CO LLC | 85.52K | Mar 31, 26 | -- | 0.02% |
| GOLDMAN SACHS GROUP INC | 77.58K | Mar 31, 26 | +34.88K | 0.02% |
| Nuveen, LLC | 76.95K | Mar 31, 26 | +19.33K | 0.02% |
| BROWN ADVISORY INC | 74.03K | Mar 31, 26 | -7.94K | 0.02% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 68.46K | Mar 31, 26 | +68.27K | 0.01% |
| VANGUARD ASSET MANAGEMENT, Ltd | 68.04K | Mar 31, 26 | +68.04K | 0.01% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 66.50K | Mar 31, 26 | -- | 0.01% |
| RENAISSANCE TECHNOLOGIES LLC | 62.88K | Mar 31, 26 | +7.00K | 0.01% |
| AQR CAPITAL MANAGEMENT LLC | 58.24K | Mar 31, 26 | -13.84K | 0.01% |
| RAYMOND JAMES FINANCIAL INC | 56.82K | Mar 31, 26 | +32.98K | 0.01% |
| Mariner, LLC | 54.60K | Mar 31, 26 | +4.18K | 0.01% |
| Pathstone Holdings, LLC | 51.80K | Mar 31, 26 | -2.88K | 0.01% |
| UBS Group AG | 51.40K | Mar 31, 26 | +33.42K | 0.01% |
| Maxi Investments CY Ltd | 50.50K | Mar 31, 26 | -10.30K | 0.01% |
| JPMORGAN CHASE & CO | 48.21K | Mar 31, 26 | +15.32K | 0.01% |
| BANK OF AMERICA CORP /DE/ | 48.07K | Mar 31, 26 | -7.13K | 0.01% |
| RHUMBLINE ADVISERS | 46.98K | Mar 31, 26 | -1.41K | 0.01% |
| Legal & General Group Plc | 46.15K | Mar 31, 26 | +16.78K | 0.01% |
| TRUST CO OF VIRGINIA /VA | 45.40K | Mar 31, 26 | -- | 0.01% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 41.70K | Mar 31, 26 | +38.99K | 0.01% |
| VANGUARD FIDUCIARY TRUST CO | 41.19K | Mar 31, 26 | +41.19K | 0.01% |
| XTX Topco Ltd | 40.92K | Mar 31, 26 | +40.92K | 0.01% |
| UBS ASSET MANAGEMENT AMERICAS INC | 40.90K | Mar 31, 26 | +29.96K | 0.01% |
| Aristides Capital LLC | 40.61K | Mar 31, 26 | +5.61K | 0.01% |
| JANE STREET GROUP, LLC | 38.37K | Mar 31, 26 | -99.98K | 0.01% |
| JOURNEY STRATEGIC WEALTH LLC | 38.28K | Mar 31, 26 | -78 | 0.01% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 36.00K | Mar 31, 26 | -- | 0.01% |
| Williams Jones Wealth Management, LLC. | 32.30K | Mar 31, 26 | -- | 0.01% |
| SCHULHOFF & CO INC | 32.25K | Mar 31, 26 | -- | 0.01% |
| SEI INVESTMENTS CO | 30.43K | Mar 31, 26 | +30.43K | 0.01% |
| Boston Trust Walden Corp | 30.40K | Mar 31, 26 | -- | 0.01% |
| WELLS FARGO & COMPANY/MN | 29.25K | Mar 31, 26 | -1.39K | 0.01% |
| D. E. Shaw & Co., Inc. | 29.22K | Mar 31, 26 | -77.66K | 0.01% |
| Neuberger Berman Group LLC | 29.01K | Mar 31, 26 | +4.30K | 0.01% |
| Summit Trail Advisors, LLC | 26.94K | Mar 31, 26 | -2.37K | 0.01% |
| True Vision MN LLC | 26.39K | Mar 31, 26 | +2.67K | 0.01% |
| BESSEMER GROUP INC | 25.95K | Mar 31, 26 | -- | 0.01% |
| FRANKLIN RESOURCES INC | 25.15K | Mar 31, 26 | +433 | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 24.97K | Mar 31, 26 | -151 | 0.01% |
| Invesco Ltd. | 24.97K | Mar 31, 26 | -701 | 0.01% |
| AMERICAN CENTURY COMPANIES INC | 24.73K | Mar 31, 26 | +10.59K | 0.01% |
| JANUS HENDERSON GROUP PLC | 24.40K | Mar 31, 26 | +24.40K | 0.01% |
| US BANCORP \DE\ | 22.60K | Mar 31, 26 | -8.70K | 0.00% |
| MIRABELLA FINANCIAL SERVICES LLP | 22.28K | Mar 31, 26 | +22.28K | 0.00% |
| FMR LLC | 21.88K | Mar 31, 26 | +5.40K | 0.00% |
| EP Wealth Advisors, LLC | 20.81K | Mar 31, 26 | -6.35K | 0.00% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 20.50K | Mar 31, 26 | -- | 0.00% |
| Atlas Brown,Inc. | 20.35K | Mar 31, 26 | -- | 0.00% |
| DAYMARK WEALTH PARTNERS, LLC | 20.07K | Mar 31, 26 | +93 | 0.00% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 19.88K | Mar 31, 26 | +4.33K | 0.00% |
| Vanguard Global Advisers, LLC | 18.68K | Mar 31, 26 | +18.68K | 0.00% |
| Treasurer of the State of North Carolina | 18.67K | Mar 31, 26 | +395 | 0.00% |
| LPL Financial LLC | 18.66K | Mar 31, 26 | +8.05K | 0.00% |
| TCG Advisory Services, LLC | 18.66K | Mar 31, 26 | -38 | 0.00% |
| PARTHENON LLC | 18.20K | Mar 31, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 18.05K | Mar 31, 26 | +47 | 0.00% |
| NEW YORK STATE COMMON RETIREMENT FUND | 17.43K | Mar 31, 26 | -- | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17.18K | Mar 31, 26 | +6.22K | 0.00% |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 16.70K | Mar 31, 26 | -433 | 0.00% |
| Schonfeld Strategic Advisors LLC | 16.59K | Mar 31, 26 | -31.63K | 0.00% |
| HighTower Advisors, LLC | 16.41K | Mar 31, 26 | +276 | 0.00% |
| New Republic Capital, LLC | 14.82K | Mar 31, 26 | -580 | 0.00% |
| CIBC WORLD MARKET INC. | 14.66K | Mar 31, 26 | +4.58K | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 14.18K | Mar 31, 26 | +6 | 0.00% |
| Arizona State Retirement System | 13.89K | Mar 31, 26 | +13.89K | 0.00% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 13.34K | Mar 31, 26 | -3.30K | 0.00% |
| 1832 Asset Management L.P. | 13.20K | Mar 31, 26 | -- | 0.00% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 12.86K | Mar 31, 26 | -260 | 0.00% |
| CI Private Wealth, LLC | 12.84K | Mar 31, 26 | +12.84K | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 12.84K | Mar 31, 26 | +1.50K | 0.00% |
| Jain Global LLC | 12.50K | Mar 31, 26 | +12.50K | 0.00% |
| Kennon-Green & Company, LLC | 12.09K | Mar 31, 26 | +4.34K | 0.00% |
| Cherokee Insurance Co | 12.00K | Mar 31, 26 | -- | 0.00% |
| Edgestream Partners, L.P. | 11.81K | Mar 31, 26 | +11.81K | 0.00% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11.77K | Mar 31, 26 | +11.77K | 0.00% |
| Lido Advisors, LLC | 11.63K | Mar 31, 26 | +11.63K | 0.00% |
| VICTORY CAPITAL MANAGEMENT INC | 11.61K | Mar 31, 26 | +123 | 0.00% |
| ALLIANCEBERNSTEIN L.P. | 11.31K | Mar 31, 26 | +229 | 0.00% |
| Sippican Capital Advisors | 11.29K | Mar 31, 26 | +1.43K | 0.00% |
| BARLOW WEALTH PARTNERS, INC. | 10.77K | Mar 31, 26 | -- | 0.00% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 10.55K | Mar 31, 26 | -16.93K | 0.00% |
| KPP Advisory Services LLC | 9.99K | Mar 31, 26 | -- | 0.00% |
| ROYAL BANK OF CANADA | 9.61K | Mar 31, 26 | +8.02K | 0.00% |
| Virtu Financial LLC | 9.27K | Mar 31, 26 | -13.30K | 0.00% |
| Empowered Funds, LLC | 9.21K | Mar 31, 26 | +9.21K | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 9.14K | Mar 31, 26 | +1.10K | 0.00% |
| CITIGROUP INC | 8.07K | Mar 31, 26 | +835 | 0.00% |
| Douglass Winthrop Advisors, LLC | 7.94K | Mar 31, 26 | -- | 0.00% |
| Amundi | 7.60K | Mar 31, 26 | -7.91K | 0.00% |
| Police & Firemen's Retirement System of New Jersey | 7.38K | Mar 31, 26 | -- | 0.00% |
| Advisory Services Network, LLC | 7.00K | Mar 31, 26 | +7.00K | 0.00% |
| GAMMA Investing LLC | 6.43K | Mar 31, 26 | -1.14K | 0.00% |
| MCF Advisors LLC | 6.29K | Mar 31, 26 | +3.04K | 0.00% |
| Russell Investments Group, Ltd. | 6.04K | Mar 31, 26 | -1.60K | 0.00% |
| Independence Bank of Kentucky | 5.83K | Mar 31, 26 | -- | 0.00% |
| DEUTSCHE BANK AG\ | 5.53K | Mar 31, 26 | +2.26K | 0.00% |
| SG Americas Securities, LLC | 5.48K | Mar 31, 26 | -2.02K | 0.00% |
| Crewe Advisors LLC | 4.58K | Mar 31, 26 | -- | 0.00% |
| Versant Capital Management, Inc | 4.43K | Mar 31, 26 | +4.38K | 0.00% |
| Boit C F David | 4.16K | Mar 31, 26 | -- | 0.00% |
| GLENMEDE TRUST CO NA | 4.07K | Mar 31, 26 | -124 | 0.00% |
| CWM, LLC | 3.72K | Mar 31, 26 | -3.66K | 0.00% |
| MAI Capital Management | 3.46K | Mar 31, 26 | +94 | 0.00% |
| Federation des caisses Desjardins du Quebec | 3.10K | Mar 31, 26 | -784 | 0.00% |
| Farther Finance Advisors, LLC | 3.04K | Mar 31, 26 | +138 | 0.00% |
| AE Wealth Management LLC | 2.84K | Mar 31, 26 | +78 | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 2.77K | Mar 31, 26 | +497 | 0.00% |
| Covestor Ltd | 2.58K | Mar 31, 26 | -2.09K | 0.00% |
| CANADA PENSION PLAN INVESTMENT BOARD | 2.56K | Mar 31, 26 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 2.39K | Mar 31, 26 | +2.15K | 0.00% |
| Board of the Pension Protection Fund | 2.20K | Mar 31, 26 | -45.90K | 0.00% |
| FIFTH THIRD BANCORP | 2.11K | Mar 31, 26 | +1.96K | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 2.06K | Mar 31, 26 | +1.48K | 0.00% |
| CLEAR STREET MARKETS LLC | 2.00K | Mar 31, 26 | +2.00K | 0.00% |
| EverSource Wealth Advisors, LLC | 1.98K | Mar 31, 26 | -153 | 0.00% |
| BANK OF MONTREAL /CAN/ | 1.90K | Mar 31, 26 | -1.31K | 0.00% |
| BNP Paribas Asset Management Holding S.A. | 1.82K | Mar 31, 26 | +1.82K | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 1.61K | Mar 31, 26 | -2.33K | 0.00% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1.59K | Mar 31, 26 | -- | 0.00% |
| EASTERN BANK | 1.54K | Mar 31, 26 | -- | 0.00% |
| Sterling Capital Management LLC | 1.47K | Mar 31, 26 | -1.11K | 0.00% |
| Gleason Group, Inc. | 1.45K | Mar 31, 26 | +905 | 0.00% |
| STRS OHIO | 1.04K | Mar 31, 26 | -1 | 0.00% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 906 | Mar 31, 26 | +69 | 0.00% |
| HUNTINGTON NATIONAL BANK | 724 | Mar 31, 26 | -24 | 0.00% |
| MetLife Investment Management, LLC | 714 | Mar 31, 26 | +1 | 0.00% |
| NBC SECURITIES, INC. | 661 | Mar 31, 26 | -- | 0.00% |
| JNBA Financial Advisors | 591 | Mar 31, 26 | -- | 0.00% |
| BARCLAYS PLC | 581 | Mar 31, 26 | -492 | 0.00% |
| Financial Perspectives, Inc | 500 | Mar 31, 26 | -- | 0.00% |
| Quent Capital, LLC | 454 | Mar 31, 26 | +335 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 400 | Mar 31, 26 | -31 | 0.00% |
| ASSETMARK, INC | 385 | Mar 31, 26 | -93 | 0.00% |
| Rockefeller Capital Management L.P. | 377 | Mar 31, 26 | +141 | 0.00% |
| Tower Research Capital LLC (TRC) | 342 | Mar 31, 26 | -62 | 0.00% |
| Steward Partners Investment Advisory, LLC | 295 | Mar 31, 26 | +295 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 258 | Mar 31, 26 | +258 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 249 | Mar 31, 26 | -251 | 0.00% |
| BLAIR WILLIAM & CO/IL | 224 | Mar 31, 26 | +60 | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 221 | Mar 31, 26 | -186 | 0.00% |
| Allworth Financial LP | 196 | Mar 31, 26 | -2 | 0.00% |
| AdvisorNet Financial, Inc | 190 | Mar 31, 26 | +171 | 0.00% |
| ExodusPoint Capital Management, LP | 189 | Mar 31, 26 | +189 | 0.00% |
| SRS Capital Advisors, Inc. | 188 | Mar 31, 26 | -889 | 0.00% |
| Clearstead Trust, LLC | 176 | Mar 31, 26 | +28 | 0.00% |
| MASSMUTUAL TRUST CO FSB/ADV | 172 | Mar 31, 26 | -91 | 0.00% |
| Root Financial Partners, LLC | 143 | Mar 31, 26 | +123 | 0.00% |
| IFP Advisors, Inc | 139 | Mar 31, 26 | -30 | 0.00% |
| Private Wealth Management Group, LLC | 120 | Mar 31, 26 | +78 | 0.00% |
| Golden State Wealth Management, LLC | 120 | Mar 31, 26 | -- | 0.00% |
| CX Institutional | 94 | Mar 31, 26 | +94 | 0.00% |
| Parkside Financial Bank & Trust | 86 | Mar 31, 26 | -8 | 0.00% |
| FNY Investment Advisers, LLC | 60 | Mar 31, 26 | -- | 0.00% |
| CVA Family Office, LLC | 41 | Mar 31, 26 | +41 | 0.00% |
| Transamerica Financial Advisors, Inc. | 30 | Mar 31, 26 | +15 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 27 | Mar 31, 26 | -- | 0.00% |
| Fortitude Family Office, LLC | 26 | Mar 31, 26 | +20 | 0.00% |
| Manchester Capital Management LLC | 21 | Mar 31, 26 | -40 | 0.00% |
| Bay Harbor Wealth Management, LLC | 14 | Mar 31, 26 | +8 | 0.00% |
| Cornerstone Planning Group LLC | 14 | Mar 31, 26 | +14 | 0.00% |
| UMB Bank, n.a. | 12 | Mar 31, 26 | -27 | 0.00% |
| DiNuzzo Private Wealth, Inc. | 12 | Mar 31, 26 | +11 | 0.00% |
| Parallel Advisors, LLC | 11 | Mar 31, 26 | -227 | 0.00% |
| Sunbelt Securities, Inc. | 7 | Mar 31, 26 | +2 | 0.00% |
| SJS Investment Consulting Inc. | 5 | Mar 31, 26 | +5 | 0.00% |
| Vermillion Wealth Management, Inc. | 4 | Mar 31, 26 | +4 | 0.00% |
| NBT BANK N A /NY | 4 | Mar 31, 26 | +4 | 0.00% |
| Rialto Wealth Management, LLC | 4 | Mar 31, 26 | +4 | 0.00% |
| HFM Investment Advisors, LLC | 3 | Mar 31, 26 | +1 | 0.00% |
| Wealth Preservation Advisors, LLC | 2 | Mar 31, 26 | +2 | 0.00% |
| Activest Wealth Management | 2 | Mar 31, 26 | +2 | 0.00% |
| CURIO WEALTH, LLC | 1 | Mar 31, 26 | +1 | 0.00% |
| Ancora Advisors, LLC | -- | Mar 31, 26 | -2.66K | -- |
| Quarry LP | -- | Mar 31, 26 | -157 | -- |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | -- | Mar 31, 26 | -3.93K | -- |
| Seneschal Advisors, LLC | -- | Mar 31, 26 | -3 | -- |
| CITADEL ADVISORS LLC | -- | Mar 31, 26 | -68.31K | -- |
| Sone Capital Management, LLC | -- | Mar 31, 26 | -63.99K | -- |
| Bruce G. Allen Investments, LLC | -- | Mar 31, 26 | -9 | -- |
| Meeder Advisory Services, Inc. | -- | Mar 31, 26 | -7.83K | -- |
| MV CAPITAL MANAGEMENT, INC. | -- | Mar 31, 26 | -19 | -- |
| DekaBank Deutsche Girozentrale | -- | Mar 31, 26 | -3.09K | -- |
| MILLENNIUM MANAGEMENT LLC | -- | Mar 31, 26 | -102.99K | -- |
| AlphaCore Capital LLC | -- | Mar 31, 26 | -108 | -- |
| Larson Financial Group LLC | -- | Mar 31, 26 | -6 | -- |
| TWO SIGMA SECURITIES, LLC | -- | Mar 31, 26 | -12.92K | -- |
| AMALGAMATED BANK | -- | Mar 31, 26 | -2.14K | -- |
| Dunhill Financial, LLC | -- | Mar 31, 26 | -1 | -- |
| POINCIANA ADVISORS GROUP, LLC | -- | Mar 31, 26 | -52.33K | -- |
| J.W. COLE ADVISORS, INC. | -- | Mar 31, 26 | -8.67K | -- |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -- | Mar 31, 26 | -8.26K | -- |
| American Capital Advisory, LLC | -- | Mar 31, 26 | -1 | -- |
| FIRST TRUST ADVISORS LP | -- | Mar 31, 26 | -14.91K | -- |
| Clearstead Advisors, LLC | -- | Mar 31, 26 | -82 | -- |
| Sather Financial Group Inc | -- | Mar 31, 26 | -13.36K | -- |
| True Wealth Design, LLC | -- | Mar 31, 26 | -7 | -- |
| Salomon & Ludwin, LLC | -- | Mar 31, 26 | -130 | -- |
| VANGUARD GROUP INC | 3.31M | Dec 31, 25 | -50.69K | 0.71% |
| NORGES BANK | 288.88K | Dec 31, 25 | +288.88K | 0.06% |
| COMERICA BANK | 1.86K | Dec 31, 25 | -23 | 0.00% |
| CIBC Private Wealth Group, LLC | 1.47K | Dec 31, 25 | -530 | 0.00% |
| TRUST CO OF VERMONT | 900 | Dec 31, 25 | -- | 0.00% |
| Global Retirement Partners, LLC | -- | Dec 31, 25 | -24 | -- |
| PITCAIRN CO | 54.67K | Sep 30, 25 | +9.67K | 0.01% |
| Cubist Systematic Strategies, LLC | 27.55K | Sep 30, 25 | +27.55K | 0.01% |
| PineBridge Investments, L.P. | 24.93K | Sep 30, 25 | +5.91K | 0.01% |
| Jarislowsky, Fraser Ltd | 13.20K | Sep 30, 25 | -- | 0.00% |
| Glenmede Investment Management, LP | 4.26K | Sep 30, 25 | -110 | 0.00% |
| Accredited Wealth Management, LLC | 1.66K | Sep 30, 25 | +1.61K | 0.00% |
| CROWLEY WEALTH MANAGEMENT, INC. | 150 | Sep 30, 25 | -- | 0.00% |
| Parkworth Wealth Management, Inc. | 3 | Jun 30, 25 | +3 | 0.00% |
| CAROLINAS WEALTH CONSULTING LLC | -- | Mar 31, 25 | -25 | -- |
| Nuveen Asset Management, LLC | 89.18K | Dec 31, 24 | -- | 0.02% |
| AlphaMark Advisors, LLC | 531 | Dec 31, 24 | +3 | 0.00% |
| Cassady Schiller Wealth Management, LLC | 18 | Dec 31, 24 | +18 | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 12.18K | Sep 30, 24 | -675 | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 7.74K | Sep 30, 24 | +247 | 0.00% |
| M&R CAPITAL MANAGEMENT INC | 95 | Sep 30, 24 | -- | 0.00% |
| BlackRock Inc. | 1.04M | Jun 30, 24 | -153.25K | 0.22% |
| Bartlett & Co. LLC | 8.39K | Dec 31, 23 | -- | 0.00% |
| StrategIQ Financial Group, LLC | 5.12K | Dec 31, 23 | -- | 0.00% |
| PATHSTONE FAMILY OFFICE, LLC | 38.75K | Sep 30, 23 | +31.34K | 0.01% |
| ROPES WEALTH ADVISORS LLC | 8.62K | Sep 30, 23 | -40 | 0.00% |
| ADVISOR PARTNERS II, LLC | 8.41K | Sep 30, 23 | +8.41K | 0.00% |
| Veritable, L.P. | 33.18K | Jun 30, 23 | -2.59K | 0.01% |
| Kistler-Tiffany Companies, LLC | 2.53K | Jun 30, 23 | -- | 0.00% |
| BDO Wealth Advisors, LLC | -- | Jun 30, 23 | -400 | -- |
| Regent Investment Management LLC | 8.39K | Dec 31, 22 | -660 | 0.00% |
| Lehman & Derafelo Financial Resources LLC | 3.25K | Dec 31, 22 | +3.25K | 0.00% |
| Sargent Bickham Lagudis LLC | 2.75K | Dec 31, 22 | -- | 0.00% |
| Burleson & Company, LLC | 2 | Dec 31, 22 | +2 | 0.00% |
| Gyon Technologies Capital Management, LP | -- | Dec 31, 22 | -4.98K | -- |
| EATON VANCE MANAGEMENT | 27.00K | Sep 30, 22 | -554 | 0.01% |
| FourThought Financial, LLC | 70 | Sep 30, 22 | -- | 0.00% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1 | Sep 30, 22 | +1 | 0.00% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 166.11K | Mar 31, 22 | +7.94K | 0.04% |
| Amalgamated Financial Corp. | 4.91K | Mar 31, 22 | +4.91K | 0.00% |
| IndexIQ Advisors LLC | 6 | Mar 31, 22 | +6 | 0.00% |
| Barrett Asset Management, LLC | -- | Mar 31, 22 | -300 | -- |
| FIRST QUADRANT LLC/CA | -- | Mar 31, 22 | -10.58K | -- |
| Berman Capital Advisors, LLC | 2.62K | Sep 30, 21 | -- | 0.00% |
| QS Investors, LLC | -- | Jun 30, 21 | -2.06K | -- |
| AMUNDI ASSET MANAGEMENT US, INC. | 719 | Mar 31, 21 | -- | 0.00% |
| Aperio Group, LLC | 28.71K | Dec 31, 20 | +14.95K | 0.01% |
| VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 82 | Dec 31, 20 | -79 | 0.00% |
| Stearns Financial Services Group | 4 | Sep 30, 20 | -- | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 18.74K | Dec 31, 19 | +115 | 0.00% |
| Bredin Investment LLC | 18.00K | Dec 31, 19 | -- | 0.00% |
| OptiFour Integrated Wealth Management, LLC | 5.10K | Dec 31, 19 | -- | 0.00% |
| Advisor Group, Inc. | -- | Dec 31, 19 | -630 | -- |
| HL FINANCIAL SERVICES LLC | 367.71K | Mar 31, 19 | +66.36K | 0.08% |
| TIAA CREF INVESTMENT MANAGEMENT LLC | 135.19K | Mar 31, 19 | +12.34K | 0.03% |
| TEACHERS ADVISORS, LLC | 64.70K | Mar 31, 19 | +1.11K | 0.01% |
| OppenheimerFunds, Inc. | 3.88K | Mar 31, 19 | +3.85K | 0.00% |
| Mariner Wealth Advisors-Cincinnati, LLC | 4.57K | Sep 30, 18 | -- | 0.00% |
| FNY Partners Fund LP | -- | Mar 31, 18 | -500 | -- |
| Delpha Capital Management, LLC | -- | Mar 31, 18 | -15 | -- |
| Commonwealth Equity Services, Inc | 11.63K | Jun 30, 17 | +2 | 0.00% |
| BlackRock Fund Advisors | 541.71K | Dec 31, 16 | +25.99K | 0.12% |
| BlackRock Institutional Trust Company, N.A. | 444.00K | Dec 31, 16 | +12.00K | 0.10% |
| BlackRock Investment Management, LLC | 23.69K | Dec 31, 16 | +4.06K | 0.01% |
| BLACKROCK ADVISORS LLC | 23.23K | Dec 31, 16 | +520 | 0.00% |
| BlackRock Group LTD | 1.29K | Dec 31, 16 | -157 | 0.00% |
| HIGH POINT BANK & TRUST CO | 925 | Dec 31, 16 | -- | 0.00% |
| MSI Financial Services Inc | -- | Dec 31, 16 | -1.08K | -- |
| Emerald Acquisition Ltd. | 2.57K | Sep 30, 16 | +2.48K | 0.00% |
| RUSSELL FRANK CO/ | 596 | Mar 31, 16 | -- | 0.00% |
| Absolute Return Capital, LLC | 308 | Sep 30, 15 | +308 | 0.00% |
| BAIRD ROBERT W & CO INC /WI/ | 7.26K | Mar 31, 15 | -- | 0.00% |
| SHAPIRO ROBERT N | 1.05K | Dec 31, 14 | -- | 0.00% |
| McAdams Wright Ragen, Inc. | 7.76K | Sep 30, 14 | -- | 0.00% |
| UBS AG | 4.57K | Sep 30, 14 | +973 | 0.00% |
| KNIGHT CAPITAL GROUP LLC | 6.00K | Jun 30, 13 | -158 | 0.00% |
| CITY NATIONAL ROCHDALE, LLC | 7.03K | Dec 31, 12 | +7.03K | 0.00% |
| Boston Trust Walden Co | -- | Dec 31, 11 | -10.80K | -- |
| GLENS FALLS NATIONAL BANK & TRUST CO /NY | 432 | Sep 30, 07 | +432 | 0.00% |
| RBC CMA LLC | 400 | Jun 30, 06 | -- | 0.00% |
| NOMURA SECURITIES CO LTD | -- | Jun 30, 03 | -11.90K | -- |