BIZD(BIZD)
BIZD
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 10.33M | Jun 30, 26 | +2.70M | 7.85% |
| MORGAN STANLEY | 8.54M | Jun 30, 26 | +1.79M | 6.49% |
| Bank Julius Baer & Co. Ltd, Zurich | 3.89M | Jun 30, 26 | +1.51M | 2.96% |
| WELLS FARGO & COMPANY/MN | 3.85M | Jun 30, 26 | -242.31K | 2.93% |
| LPL Financial LLC | 2.86M | Jun 30, 26 | +328.34K | 2.18% |
| Generali Asset Management SPA SGR | 2.20M | Jun 30, 26 | -- | 1.67% |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 1.91M | Jun 30, 26 | -517.10K | 1.45% |
| Apollon Wealth Management, LLC | 1.43M | Jun 30, 26 | +1.43M | 1.08% |
| TRANSCEND CAPITAL ADVISORS, LLC | 1.25M | Jun 30, 26 | +70.05K | 0.95% |
| Mission Hills Financial Advisory, LLC | 1.20M | Jun 30, 26 | -45.61K | 0.92% |
| Amplius Wealth Advisors, LLC | 1.03M | Jun 30, 26 | +18.59K | 0.79% |
| Naviter Wealth, LLC | 738.90K | Jun 30, 26 | +471.64K | 0.56% |
| CONDOR CAPITAL MANAGEMENT | 643.80K | Jun 30, 26 | -106.30K | 0.49% |
| ROYAL BANK OF CANADA | 544.94K | Jun 30, 26 | +41.91K | 0.41% |
| Cerity Partners LLC | 543.39K | Jun 30, 26 | +154.01K | 0.41% |
| SRS Capital Advisors, Inc. | 491.16K | Jun 30, 26 | +486.73K | 0.37% |
| UBS Group AG | 476.15K | Jun 30, 26 | +99.22K | 0.36% |
| STIFEL FINANCIAL CORP | 463.77K | Jun 30, 26 | +87.78K | 0.35% |
| Equitable Holdings, Inc. | 458.29K | Jun 30, 26 | +67.07K | 0.35% |
| MGO ONE SEVEN LLC | 457.09K | Jun 30, 26 | +22.57K | 0.35% |
| RAYMOND JAMES FINANCIAL INC | 441.76K | Jun 30, 26 | -1.38M | 0.34% |
| Berkeley Capital Partners, LLC | 441.60K | Jun 30, 26 | +22.40K | 0.34% |
| Clark Capital Management Group, Inc. | 430.95K | Jun 30, 26 | +18.22K | 0.33% |
| ENVESTNET ASSET MANAGEMENT INC | 426.51K | Jun 30, 26 | +86.38K | 0.32% |
| Sterling Investment Advisors, Ltd. | 421.48K | Jun 30, 26 | -70.10K | 0.32% |
| Maia Wealth LLC | 386.94K | Jun 30, 26 | +194.17K | 0.29% |
| Hilltop Holdings Inc. | 376.72K | Jun 30, 26 | +354.06K | 0.29% |
| MILLENNIUM MANAGEMENT LLC | 330.89K | Jun 30, 26 | +330.89K | 0.25% |
| NewEdge Advisors, LLC | 319.10K | Jun 30, 26 | +83.53K | 0.24% |
| SG Americas Securities, LLC | 312.40K | Jun 30, 26 | +312.40K | 0.24% |
| Colony Group, LLC | 289.12K | Jun 30, 26 | +15.07K | 0.22% |
| MAGNOLIA CAPITAL ADVISORS LLC | 286.36K | Jun 30, 26 | +1.03K | 0.22% |
| Garner Asset Management Corp | 280.00K | Jun 30, 26 | +123.48K | 0.21% |
| VAN ECK ASSOCIATES CORP | 274.63K | Jun 30, 26 | +14 | 0.21% |
| Prime Capital Investment Advisors, LLC | 263.63K | Jun 30, 26 | +263.63K | 0.20% |
| Mariner, LLC | 256.72K | Jun 30, 26 | +2.39K | 0.20% |
| Haven Private, LLC | 246.92K | Jun 30, 26 | -75.38K | 0.19% |
| TWO SIGMA INVESTMENTS, LP | 243.90K | Jun 30, 26 | -1.88M | 0.19% |
| ADVISOR GROUP HOLDINGS, INC. | 237.45K | Jun 30, 26 | +73.56K | 0.18% |
| Cetera Investment Advisers | 234.15K | Jun 30, 26 | -12.19K | 0.18% |
| J.Safra Asset Management Corp | 231.41K | Jun 30, 26 | +6.13K | 0.18% |
| BESSEMER GROUP INC | 230.56K | Jun 30, 26 | -- | 0.18% |
| Lido Advisors, LLC | 229.25K | Jun 30, 26 | -333.11K | 0.17% |
| Arkadios Wealth Advisors | 221.30K | Jun 30, 26 | -2.62K | 0.17% |
| Samalin Investment Counsel, LLC | 216.77K | Jun 30, 26 | +22.75K | 0.16% |
| Clarity Financial LLC | 214.13K | Jun 30, 26 | +214.13K | 0.16% |
| Sound Income Strategies, LLC | 205.60K | Jun 30, 26 | +49.41K | 0.16% |
| FINANCIAL MANAGEMENT NETWORK INC | 184.52K | Jun 30, 26 | +13.80K | 0.14% |
| Measured Risk Portfolios, Inc. | 183.55K | Jun 30, 26 | +2.94K | 0.14% |
| Cambridge Investment Research Advisors, Inc. | 174.92K | Jun 30, 26 | -1.84K | 0.13% |
| Black Swift Group, LLC | 174.70K | Jun 30, 26 | -3.41K | 0.13% |
| Ferguson Shapiro LLC | 174.64K | Jun 30, 26 | +174.64K | 0.13% |
| Alpha Wealth Funds, LLC | 168.23K | Jun 30, 26 | -2.16K | 0.13% |
| INDEPENDENT FINANCIAL GROUP, LLC | 167.25K | Jun 30, 26 | -1.15M | 0.13% |
| Kestra Advisory Services, LLC | 156.78K | Jun 30, 26 | -22.15K | 0.12% |
| TRUIST FINANCIAL CORP | 156.48K | Jun 30, 26 | +52.89K | 0.12% |
| COMMONWEALTH EQUITY SERVICES, LLC | 153.89K | Jun 30, 26 | -34.79K | 0.12% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 152.22K | Jun 30, 26 | +567 | 0.12% |
| Stratos Wealth Partners, LTD. | 149.76K | Jun 30, 26 | -25.47K | 0.11% |
| D. E. Shaw & Co., Inc. | 148.23K | Jun 30, 26 | +57.53K | 0.11% |
| JPMORGAN CHASE & CO | 136.14K | Jun 30, 26 | +35.25K | 0.10% |
| J.W. COLE ADVISORS, INC. | 135.67K | Jun 30, 26 | -13.55K | 0.10% |
| WEDBUSH SECURITIES INC | 133.89K | Jun 30, 26 | -5.05K | 0.10% |
| JANE STREET GROUP, LLC | 133.38K | Jun 30, 26 | +133.38K | 0.10% |
| Wealth Alliance | 133.17K | Jun 30, 26 | +6.96K | 0.10% |
| Creative Planning | 132.95K | Jun 30, 26 | -6.80K | 0.10% |
| Janney Montgomery Scott LLC | 132.16K | Jun 30, 26 | +132.16K | 0.10% |
| Paller Financial Services Inc | 130.67K | Jun 30, 26 | +130.67K | 0.10% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 128.71K | Jun 30, 26 | +95.83K | 0.10% |
| Steward Partners Investment Advisory, LLC | 126.84K | Jun 30, 26 | -23.27K | 0.10% |
| BRIDGES INVESTMENT MANAGEMENT INC | 123.64K | Jun 30, 26 | -12.16K | 0.09% |
| GFS Advisors, LLC | 121.00K | Jun 30, 26 | -10.00K | 0.09% |
| CASCADE INVESTMENT GROUP, INC. | 116.38K | Jun 30, 26 | +73.15K | 0.09% |
| KINGSWOOD WEALTH ADVISORS, LLC | 111.88K | Jun 30, 26 | +2.68K | 0.09% |
| Waverly Advisors, LLC | 111.63K | Jun 30, 26 | +5.01K | 0.08% |
| Baker Avenue Asset Management, LP | 110.81K | Jun 30, 26 | -10.46K | 0.08% |
| Future Financial Wealth Managment LLC | 109.21K | Jun 30, 26 | -14.02K | 0.08% |
| TCG Advisory Services, LLC | 103.46K | Jun 30, 26 | +103.46K | 0.08% |
| CAPTRUST FINANCIAL ADVISORS | 97.32K | Jun 30, 26 | -9.20K | 0.07% |
| HARBOUR INVESTMENTS, INC. | 96.59K | Jun 30, 26 | +22.18K | 0.07% |
| HOWARD WEALTH MANAGEMENT, LLC | 96.57K | Jun 30, 26 | -18.28K | 0.07% |
| Investment Partners Asset Management, Inc. | 95.10K | Jun 30, 26 | +1.75K | 0.07% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 94.71K | Jun 30, 26 | -7.92K | 0.07% |
| OPPENHEIMER & CO INC | 94.63K | Jun 30, 26 | +79.17K | 0.07% |
| Private Advisor Group, LLC | 93.31K | Jun 30, 26 | -29.85K | 0.07% |
| Perennial Investment Advisors, LLC | 93.27K | Jun 30, 26 | +7.82K | 0.07% |
| MML INVESTORS SERVICES, LLC | 93.27K | Jun 30, 26 | +27.02K | 0.07% |
| HighTower Advisors, LLC | 89.89K | Jun 30, 26 | -145.41K | 0.07% |
| Brinker Capital Investments, LLC | 89.00K | Jun 30, 26 | +18.61K | 0.07% |
| Global Retirement Partners, LLC | 86.58K | Jun 30, 26 | +86.58K | 0.07% |
| MAI Capital Management | 85.69K | Jun 30, 26 | +61.49K | 0.07% |
| Sanctuary Advisors, LLC | 83.53K | Jun 30, 26 | +25.98K | 0.06% |
| American Capital Advisory, LLC | 82.00K | Jun 30, 26 | +82.00K | 0.06% |
| HSBC HOLDINGS PLC | 80.00K | Jun 30, 26 | -- | 0.06% |
| Jump Financial, LLC | 78.30K | Jun 30, 26 | +78.30K | 0.06% |
| Graham Capital Management, L.P. | 76.82K | Jun 30, 26 | -23.18K | 0.06% |
| Cordoba Advisory Partners LLC | 76.06K | Jun 30, 26 | +2.82K | 0.06% |
| GOLDMAN SACHS GROUP INC | 75.70K | Jun 30, 26 | -21.57K | 0.06% |
| ALBION FINANCIAL GROUP /UT | 75.48K | Jun 30, 26 | +7.71K | 0.06% |
| SAX WEALTH ADVISORS, LLC | 75.03K | Jun 30, 26 | -38.27K | 0.06% |
| Advisory Advocates, LLC | 72.02K | Jun 30, 26 | -4.25K | 0.05% |
| Cornerstone Advisory, LLC | 68.80K | Jun 30, 26 | +68.80K | 0.05% |
| Pasadena Private Wealth, LLC | 66.23K | Jun 30, 26 | +4.72K | 0.05% |
| Ranch Capital Advisors Inc. | 65.21K | Jun 30, 26 | +1.42K | 0.05% |
| HRT FINANCIAL LP | 64.99K | Jun 30, 26 | +64.99K | 0.05% |
| Ascent Advisors, LLC | 64.62K | Jun 30, 26 | +64.62K | 0.05% |
| Spire Wealth Management | 63.63K | Jun 30, 26 | +3.54K | 0.05% |
| NBC SECURITIES, INC. | 62.81K | Jun 30, 26 | +12.79K | 0.05% |
| Adams Asset Advisors, LLC | 62.58K | Jun 30, 26 | -11.50K | 0.05% |
| Integrated Wealth Concepts LLC | 61.99K | Jun 30, 26 | +126 | 0.05% |
| Grange Capital, LLC | 61.45K | Jun 30, 26 | +61.45K | 0.05% |
| Caption Management, LLC | 58.42K | Jun 30, 26 | +20.32K | 0.04% |
| Estate Planners Group, LLC | 55.81K | Jun 30, 26 | +3.01K | 0.04% |
| Simplicity Wealth,LLC | 54.90K | Jun 30, 26 | +54.90K | 0.04% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 52.82K | Jun 30, 26 | +5.41K | 0.04% |
| AQR CAPITAL MANAGEMENT LLC | 52.39K | Jun 30, 26 | +21.29K | 0.04% |
| SIMPLEX TRADING, LLC | 52.36K | Jun 30, 26 | +52.36K | 0.04% |
| L & S Advisors Inc | 51.64K | Jun 30, 26 | +1.50K | 0.04% |
| Wealthcare Advisory Partners LLC | 51.51K | Jun 30, 26 | -1.51K | 0.04% |
| CreativeOne Wealth, LLC | 47.65K | Jun 30, 26 | -2.78K | 0.04% |
| Magnolia Private Wealth, LLC | 47.60K | Jun 30, 26 | +47.60K | 0.04% |
| Rockefeller Capital Management L.P. | 47.47K | Jun 30, 26 | -803 | 0.04% |
| CFO4Life Group, LLC | 47.02K | Jun 30, 26 | -4.08K | 0.04% |
| Pensionmark Financial Group, LLC | 45.18K | Jun 30, 26 | +812 | 0.03% |
| FIDUCIARY TRUST CO | 45.02K | Jun 30, 26 | +13.83K | 0.03% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 43.09K | Jun 30, 26 | -1.09K | 0.03% |
| Financial Sense Advisors, Inc. | 41.50K | Jun 30, 26 | +41.50K | 0.03% |
| CARY STREET PARTNERS FINANCIAL LLC | 41.22K | Jun 30, 26 | -4.14K | 0.03% |
| Discipline Wealth Solutions, LLC | 40.76K | Jun 30, 26 | +11.73K | 0.03% |
| CIBC WORLD MARKET INC. | 40.56K | Jun 30, 26 | -- | 0.03% |
| EPIQ PARTNERS, LLC | 39.89K | Jun 30, 26 | +39.89K | 0.03% |
| Jefferies Financial Group Inc. | 39.54K | Jun 30, 26 | -56.59K | 0.03% |
| Fort Point Capital Partners LLC | 39.28K | Jun 30, 26 | +39.28K | 0.03% |
| DAYMARK WEALTH PARTNERS, LLC | 38.92K | Jun 30, 26 | +38.92K | 0.03% |
| IMC-Chicago, LLC | 38.18K | Jun 30, 26 | +38.18K | 0.03% |
| PARK AVENUE SECURITIES LLC | 36.42K | Jun 30, 26 | +36.42K | 0.03% |
| PRINCIPAL SECURITIES, INC. | 34.54K | Jun 30, 26 | +6.08K | 0.03% |
| Advisors Asset Management, Inc. | 34.44K | Jun 30, 26 | -3.52K | 0.03% |
| Summit Financial, LLC | 34.38K | Jun 30, 26 | +4.90K | 0.03% |
| Farther Finance Advisors, LLC | 33.94K | Jun 30, 26 | -60.26K | 0.03% |
| Endowment Wealth Management, Inc. | 33.81K | Jun 30, 26 | -2.41K | 0.03% |
| JAMES INVESTMENT RESEARCH INC | 33.58K | Jun 30, 26 | +33.58K | 0.03% |
| STEPHENS INC /AR/ | 32.60K | Jun 30, 26 | -- | 0.02% |
| Johnson Financial Group, Inc. | 32.50K | Jun 30, 26 | -- | 0.02% |
| Regatta Research & Money Management | 31.71K | Jun 30, 26 | +31.71K | 0.02% |
| IHT Wealth Management, LLC | 31.50K | Jun 30, 26 | -2.07K | 0.02% |
| SILVER OAK SECURITIES, INCORPORATED | 30.96K | Jun 30, 26 | +12.76K | 0.02% |
| Beacon Pointe Advisors, LLC | 29.79K | Jun 30, 26 | -12.66K | 0.02% |
| Larson Financial Group LLC | 28.86K | Jun 30, 26 | +3.98K | 0.02% |
| Genesis Financial Group, LLC | 28.10K | Jun 30, 26 | -700 | 0.02% |
| Symphony Financial, Ltd. Co. | 27.71K | Jun 30, 26 | +293 | 0.02% |
| Rossby Financial, LCC | 27.02K | Jun 30, 26 | +27.02K | 0.02% |
| Visionary Wealth Advisors | 26.96K | Jun 30, 26 | -17.05K | 0.02% |
| Savvy Advisors, Inc. | 26.70K | Jun 30, 26 | +26.70K | 0.02% |
| Sterling Group Wealth Management, LLC | 26.56K | Jun 30, 26 | +500 | 0.02% |
| Tortuga Wealth Management, Inc | 26.50K | Jun 30, 26 | +11.16K | 0.02% |
| Texas Yale Capital Corp. | 25.63K | Jun 30, 26 | -480 | 0.02% |
| SlateStone Wealth, LLC | 25.00K | Jun 30, 26 | -200 | 0.02% |
| Beacon Financial Advisory LLC | 23.85K | Jun 30, 26 | -364 | 0.02% |
| FIFTH THIRD BANCORP | 22.72K | Jun 30, 26 | +3.53K | 0.02% |
| Activest Wealth Management | 22.56K | Jun 30, 26 | +7.91K | 0.02% |
| Apeiron RIA LLC | 22.06K | Jun 30, 26 | +2.55K | 0.02% |
| Bridgewealth Advisory Group, LLC | 21.28K | Jun 30, 26 | +21.28K | 0.02% |
| BARD ASSOCIATES INC | 21.25K | Jun 30, 26 | -3.27K | 0.02% |
| HB Wealth Management, LLC | 20.65K | Jun 30, 26 | +2.32K | 0.02% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20.27K | Jun 30, 26 | -3.44K | 0.02% |
| J. Safra Sarasin Holding AG | 20.05K | Jun 30, 26 | -- | 0.02% |
| Morling Financial Advisors, LLC | 19.42K | Jun 30, 26 | +721 | 0.01% |
| Cascade Financial Partners, LLC | 19.30K | Jun 30, 26 | +500 | 0.01% |
| CI Private Wealth, LLC | 18.95K | Jun 30, 26 | +407 | 0.01% |
| Real Talk Capital, LLC | 18.57K | Jun 30, 26 | +696 | 0.01% |
| TWO SIGMA SECURITIES, LLC | 17.88K | Jun 30, 26 | -3.70K | 0.01% |
| Pathstone Holdings, LLC | 17.79K | Jun 30, 26 | -- | 0.01% |
| Freestone Capital Holdings, LLC | 17.71K | Jun 30, 26 | +17.71K | 0.01% |
| Trexquant Investment LP | 17.29K | Jun 30, 26 | -2.06K | 0.01% |
| Bleakley Financial Group, LLC | 16.88K | Jun 30, 26 | -- | 0.01% |
| J. Goldman & Co LP | 16.75K | Jun 30, 26 | +16.75K | 0.01% |
| Advisory Services Network, LLC | 16.70K | Jun 30, 26 | +620 | 0.01% |
| GK Wealth Management LLC | 16.01K | Jun 30, 26 | +16.01K | 0.01% |
| DKM Wealth Management, Inc. | 15.90K | Jun 30, 26 | -- | 0.01% |
| Legacy Wealth Managment, LLC/ID | 15.81K | Jun 30, 26 | +5.00K | 0.01% |
| WNY Asset Management, LLC | 15.42K | Jun 30, 26 | +104 | 0.01% |
| Betterment LLC | 15.08K | Jun 30, 26 | +15.08K | 0.01% |
| FLAGSHIP HARBOR ADVISORS, LLC | 15.03K | Jun 30, 26 | +356 | 0.01% |
| Valtinson Bruner Financial Planning LLC | 14.89K | Jun 30, 26 | +120 | 0.01% |
| First PREMIER Bank | 14.85K | Jun 30, 26 | -8.15K | 0.01% |
| Ashton Thomas Private Wealth, LLC | 14.58K | Jun 30, 26 | +14.58K | 0.01% |
| US BANCORP \DE\ | 14.18K | Jun 30, 26 | +1.18K | 0.01% |
| Global Wealth Strategies & Associates | 13.54K | Jun 30, 26 | -- | 0.01% |
| Hexagon Capital Partners LLC | 13.40K | Jun 30, 26 | +3 | 0.01% |
| MATHER GROUP, LLC. | 13.34K | Jun 30, 26 | +11.93K | 0.01% |
| CIBC Bancorp USA Inc. | 13.10K | Jun 30, 26 | -4.53K | 0.01% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 12.50K | Jun 30, 26 | +2.37K | 0.01% |
| Great Waters Wealth Management | 12.19K | Jun 30, 26 | -- | 0.01% |
| United Advisor Group, LLC | 12.16K | Jun 30, 26 | +1.91K | 0.01% |
| Resources Investment Advisors, LLC. | 12.05K | Jun 30, 26 | +12.05K | 0.01% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 11.98K | Jun 30, 26 | -- | 0.01% |
| StoneX Group Inc. | 11.71K | Jun 30, 26 | -1.01K | 0.01% |
| NORDEN GROUP LLC | 11.55K | Jun 30, 26 | +11.55K | 0.01% |
| Allworth Financial LP | 11.50K | Jun 30, 26 | -1.80K | 0.01% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 11.46K | Jun 30, 26 | +11.46K | 0.01% |
| Keating Financial Advisory Services, Inc. | 11.23K | Jun 30, 26 | -- | 0.01% |
| Essex Financial Services, Inc. | 11.09K | Jun 30, 26 | +11.09K | 0.01% |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 11.08K | Jun 30, 26 | -- | 0.01% |
| Capital Investment Advisory Services, LLC | 11.01K | Jun 30, 26 | -- | 0.01% |
| HICKS CAPITAL MANAGEMENT LLC | 10.39K | Jun 30, 26 | +10.39K | 0.01% |
| Anchor Investment Management, LLC | 10.13K | Jun 30, 26 | -- | 0.01% |
| Sentinus, LLC | 10.06K | Jun 30, 26 | -- | 0.01% |
| Gilman Hill Asset Management, LLC | 10.00K | Jun 30, 26 | +10.00K | 0.01% |
| Triumph Capital Management | 8.40K | Jun 30, 26 | -437 | 0.01% |
| SHP Wealth Management | 7.84K | Jun 30, 26 | +4.13K | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 6.66K | Jun 30, 26 | +6.66K | 0.01% |
| BANK OF MONTREAL /CAN/ | 6.50K | Jun 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 6.50K | Jun 30, 26 | +1.50K | 0.00% |
| CALDWELL SUTTER CAPITAL, INC. | 6.46K | Jun 30, 26 | +5.63K | 0.00% |
| Bellecapital International Ltd. | 6.21K | Jun 30, 26 | +6.21K | 0.00% |
| HOLLENCREST CAPITAL MANAGEMENT | 5.88K | Jun 30, 26 | -- | 0.00% |
| Elequin Securities, LLC | 5.71K | Jun 30, 26 | +5.71K | 0.00% |
| Register Financial Advisors LLC | 4.87K | Jun 30, 26 | -1.00K | 0.00% |
| AE Wealth Management LLC | 4.57K | Jun 30, 26 | +193 | 0.00% |
| EPG Wealth Management LLC | 4.50K | Jun 30, 26 | +500 | 0.00% |
| CoreCap Advisors, LLC | 3.47K | Jun 30, 26 | +11 | 0.00% |
| WEBSTER BANK, N. A. | 3.46K | Jun 30, 26 | -- | 0.00% |
| Financial Network Wealth Advisors LLC | 3.40K | Jun 30, 26 | -171 | 0.00% |
| CUSTOM INDEX SYSTEMS, LLC | 3.37K | Jun 30, 26 | -3.29M | 0.00% |
| Geneos Wealth Management Inc. | 3.25K | Jun 30, 26 | -- | 0.00% |
| BOKF, NA | 3.20K | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 3.14K | Jun 30, 26 | +117 | 0.00% |
| GILL CAPITAL PARTNERS, LLC | 3.03K | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 2.48K | Jun 30, 26 | -863 | 0.00% |
| BARRETT & COMPANY, INC. | 2.25K | Jun 30, 26 | -- | 0.00% |
| Newbridge Financial Services Group, Inc. | 2.13K | Jun 30, 26 | +1.14K | 0.00% |
| REXFORD CAPITAL INC | 2.09K | Jun 30, 26 | +2.09K | 0.00% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1.80K | Jun 30, 26 | -- | 0.00% |
| Atlantic Union Bankshares Corp | 1.40K | Jun 30, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.25K | Jun 30, 26 | +700 | 0.00% |
| Osbon Capital Management LLC | 1.24K | Jun 30, 26 | -2.07K | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.20K | Jun 30, 26 | -219 | 0.00% |
| AMERIFLEX GROUP, INC. | 1.07K | Jun 30, 26 | -- | 0.00% |
| Ameritas Advisory Services, LLC | 1.03K | Jun 30, 26 | +1.03K | 0.00% |
| Aspect Partners, LLC | 1.01K | Jun 30, 26 | +37 | 0.00% |
| Aventura Private Wealth, LLC | 970 | Jun 30, 26 | +36 | 0.00% |
| Salomon & Ludwin, LLC | 917 | Jun 30, 26 | -- | 0.00% |
| FMR LLC | 649 | Jun 30, 26 | +615 | 0.00% |
| Continuum Advisory, LLC | 640 | Jun 30, 26 | +640 | 0.00% |
| PFS Partners, LLC | 589 | Jun 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 545 | Jun 30, 26 | -5.96K | 0.00% |
| Kentucky Trust Co | 500 | Jun 30, 26 | -- | 0.00% |
| Beaird Harris Wealth Management, LLC | 488 | Jun 30, 26 | -1.14K | 0.00% |
| Colonial Trust Advisors | 475 | Jun 30, 26 | -- | 0.00% |
| Glass Jacobson Investment Advisors llc | 398 | Jun 30, 26 | -- | 0.00% |
| CULLEN/FROST BANKERS, INC. | 372 | Jun 30, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 300 | Jun 30, 26 | -- | 0.00% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 289 | Jun 30, 26 | +289 | 0.00% |
| Whipplewood Advisors, LLC | 205 | Jun 30, 26 | +21 | 0.00% |
| NVWM, LLC | 197 | Jun 30, 26 | +197 | 0.00% |
| Signature Equity Partners, LLC | 176 | Jun 30, 26 | +3 | 0.00% |
| Tower Research Capital LLC (TRC) | 151 | Jun 30, 26 | +151 | 0.00% |
| Key Capital Management, INC | 145 | Jun 30, 26 | +145 | 0.00% |
| Cornerstone Planning Group LLC | 130 | Jun 30, 26 | -37 | 0.00% |
| Private Wealth Asset Management, LLC | 100 | Jun 30, 26 | -100 | 0.00% |
| LifeSteps Financial, Inc. | 100 | Jun 30, 26 | +100 | 0.00% |
| ASSETMARK, INC | 93 | Jun 30, 26 | +22 | 0.00% |
| BROWN, LISLE/CUMMINGS, INC. | 75 | Jun 30, 26 | -84 | 0.00% |
| NBT BANK N A /NY | 68 | Jun 30, 26 | +2 | 0.00% |
| Citizens National Bank Trust Department | 50 | Jun 30, 26 | -- | 0.00% |
| Allied Private Wealth LLC | 40 | Jun 30, 26 | +40 | 0.00% |
| Fountainhead AM, LLC | 32 | Jun 30, 26 | -19.06K | 0.00% |
| ANGELES WEALTH MANAGEMENT, LLC | 16 | Jun 30, 26 | +16 | 0.00% |
| RENAISSANCE TECHNOLOGIES LLC | -- | Jun 30, 26 | -54.40K | -- |
| Federation des caisses Desjardins du Quebec | -- | Jun 30, 26 | -3.50K | -- |
| BROWN ADVISORY INC | -- | Jun 30, 26 | -15.18K | -- |
| Sage Mountain Advisors LLC | -- | Jun 30, 26 | -9.15K | -- |
| Annis Gardner Whiting Capital Advisors, LLC | -- | Jun 30, 26 | -1.17K | -- |
| MCCARTER PRIVATE WEALTH SERVICES LLC | -- | Jun 30, 26 | -18.56K | -- |
| Founders Financial Alliance, LLC | -- | Jun 30, 26 | -150 | -- |
| WMG Financial Advisors, LLC | -- | Jun 30, 26 | -24.73K | -- |
| Indivisible Partners | -- | Jun 30, 26 | -97.69K | -- |
| Fortis Capital Advisors, LLC | -- | Jun 30, 26 | -29.44K | -- |
| D.A. DAVIDSON & CO. | -- | Jun 30, 26 | -24.50K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -2.71K | -- |
| Belpointe Asset Management LLC | -- | Jun 30, 26 | -29.44K | -- |
| Banco BTG Pactual S.A. | -- | Jun 30, 26 | -88.38K | -- |
| Andina Capital Management, LLC | -- | Jun 30, 26 | -50.10K | -- |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -184 | -- |
| Park Square Financial Group, LLC | -- | Jun 30, 26 | -44 | -- |
| CITIGROUP INC | -- | Jun 30, 26 | -7 | -- |
| JONES FINANCIAL COMPANIES LLLP | -- | Jun 30, 26 | -2.73K | -- |
| Gotham Asset Management, LLC | -- | Jun 30, 26 | -304.44K | -- |
| U.S. Capital Wealth Advisors, LLC | 365.39K | Mar 31, 26 | +365.39K | 0.28% |
| Gibbs Wealth Management | 133.61K | Mar 31, 26 | +65.10K | 0.10% |
| CWM, LLC | 5.19K | Mar 31, 26 | -362.76K | 0.00% |
| COMERICA BANK | 52.16K | Dec 31, 25 | -7.51K | 0.04% |
| CIBC Private Wealth Group, LLC | 20.82K | Dec 31, 25 | -31.72K | 0.02% |
| Motiv8 Investments LLC | 1.75K | Dec 31, 25 | +1.75K | 0.00% |
| Ransom Advisory, Ltd | 400 | Dec 31, 25 | +400 | 0.00% |
| MGB Wealth Management, LLC | -- | Dec 31, 25 | -7.49K | -- |
| Touchstone Capital, Inc. | 1.04M | Sep 30, 25 | +1.04M | 0.79% |
| Shilanski & Associates, Inc. | 207.82K | Sep 30, 25 | +4.77K | 0.16% |
| NAPA WEALTH MANAGEMENT | 42.31K | Sep 30, 25 | -326 | 0.03% |
| L.M. KOHN & COMPANY | 13.38K | Sep 30, 25 | +65 | 0.01% |
| West Oak Capital, LLC | -- | Sep 30, 25 | -1.45K | -- |
| Graypoint LLC | 243.40K | Jun 30, 25 | +102.23K | 0.18% |
| AVANTAX ADVISORY SERVICES, INC. | 127.29K | Jun 30, 25 | +12.46K | 0.10% |
| Atria Wealth Solutions, Inc. | 60.74K | Jun 30, 25 | -31.99K | 0.05% |
| Congress Wealth Management LLC / DE / | 52.40K | Jun 30, 25 | +13.71K | 0.04% |
| Tyler-Stone Wealth Management | 35.14K | Jun 30, 25 | -- | 0.03% |
| Wambolt & Associates, LLC | 32.67K | Jun 30, 25 | -568 | 0.02% |
| Scott Marsh Financial, LLC | 21.30K | Jun 30, 25 | +21.30K | 0.02% |
| Centricity Wealth Management, LLC | 2.33K | Jun 30, 25 | -4.90K | 0.00% |
| First Horizon Advisors, Inc. | 896 | Jun 30, 25 | +896 | 0.00% |
| Alpha Omega Group, Inc. | 261.93K | Mar 31, 25 | +41.96K | 0.20% |
| Orion Portfolio Solutions, LLC | 98.33K | Mar 31, 25 | -64 | 0.07% |
| Sheaff Brock Investment Advisors, LLC | 13.30K | Mar 31, 25 | -- | 0.01% |
| AlphaMark Advisors, LLC | 2.17K | Dec 31, 24 | +1.51K | 0.00% |
| Sanctuary Wealth Management, L.L.C. | 1.45K | Dec 31, 24 | -- | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 166.40K | Sep 30, 24 | +112.04K | 0.13% |
| Raymond James Financial Services Advisors, Inc. | 74.96K | Sep 30, 24 | -33.55K | 0.06% |
| All Season Financial Advisors, Inc. | -- | Sep 30, 24 | -34.77K | -- |
| Cetera Advisor Networks LLC | 63.13K | Mar 31, 24 | -16.23K | 0.05% |
| Cetera Advisors LLC | 35.01K | Mar 31, 24 | +7.58K | 0.03% |
| Cutler Group LLC / CA | 300 | Mar 31, 24 | +300 | 0.00% |
| Rainsberger Wealth Advisors, Inc. | 42.77K | Dec 31, 23 | +1.38K | 0.03% |
| Simplicity Solutions, LLC | 19.06K | Dec 31, 23 | +19.06K | 0.01% |
| Claybrook Capital, LLC | 64.09K | Sep 30, 23 | -- | 0.05% |
| AJ WEALTH STRATEGIES, LLC | 25.97K | Jun 30, 23 | -5.90K | 0.02% |
| Ascendant Capital Management, LLC | 89.00K | Mar 31, 23 | +89.00K | 0.07% |
| Ahrens Investment Partners LLC | 2.54K | Mar 31, 23 | +2.54K | 0.00% |
| CFO4Life, L.P. | 60.47K | Dec 31, 22 | +60.47K | 0.05% |
| Round Table Services, LLC | 31.64K | Sep 30, 22 | -- | 0.02% |
| Beaumont Financial Partners, LLC | 27.37K | Sep 30, 22 | +17.00K | 0.02% |
| American Portfolios Advisors | 5.86K | Sep 30, 22 | -- | 0.00% |
| Midwest Wealth Management Inc. | 10.06K | Mar 31, 22 | +10.06K | 0.01% |
| NEXT Financial Group, Inc | 8.08K | Dec 31, 21 | +156 | 0.01% |
| Cardan Capital Partners, LLC | 114.12K | Sep 30, 21 | -7.54K | 0.09% |
| Homrich & Berg | 97.36K | Sep 30, 21 | +4.99K | 0.07% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 11.30K | Sep 30, 21 | +11.30K | 0.01% |
| Rikoon Group, LLC | 13.77K | Mar 31, 21 | -- | 0.01% |
| Reby Advisors, LLC | 2.71K | Dec 31, 20 | +2.71K | 0.00% |
| First Allied Advisory Services, Inc. | 14.20K | Sep 30, 20 | -2.66K | 0.01% |
| TRADITION ASSET MANAGEMENT LLC | 26.39K | Jun 30, 20 | -31.44K | 0.02% |
| Advisor Group, Inc. | 38.82K | Dec 31, 19 | -13.07K | 0.03% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 16.77K | Dec 31, 19 | -20.64K | 0.01% |
| BB&T SECURITIES, LLC | 24.59K | Sep 30, 19 | +12.52K | 0.02% |
| Pension Partners, LLC | 18.19K | Sep 30, 19 | -198 | 0.01% |
| TRADITION CAPITAL MANAGEMENT LLC | -- | Mar 31, 19 | -140.65K | -- |
| Patriot Wealth Management, Inc. | 60.10K | Dec 31, 18 | -- | 0.05% |
| INVESTMENT CENTERS OF AMERICA INC | -- | Dec 31, 17 | -164.22K | -- |
| GIRARD SECURITIES, INC. | 18.64K | Sep 30, 17 | +3.74K | 0.01% |
| Commonwealth Equity Services, Inc | 38.20K | Jun 30, 17 | +23.81K | 0.03% |
| WFG Advisors, LP | 24.84K | Jun 30, 17 | +7.07K | 0.02% |
| Virtu KCG Holdings LLC | 24.05K | Jun 30, 17 | +24.05K | 0.02% |
| MSI Financial Services Inc | 51.21K | Dec 31, 16 | +2.45K | 0.04% |
| VSR Financial Services, Inc. | 12.55K | Jun 30, 16 | +12.55K | 0.01% |