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Institutional Ownership

Top 193 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	8.41M	Jun 30, 26	+407.76K	15.15%
Advisors Asset Management, Inc.	1.30M	Jun 30, 26	+140.32K	2.34%
GUGGENHEIM CAPITAL LLC	1.27M	Jun 30, 26	+141.22K	2.29%
Karpus Management, Inc.	1.21M	Jun 30, 26	-4.96K	2.17%
LAZARD ASSET MANAGEMENT LLC	886.75K	Jun 30, 26	--	1.60%
Invesco Ltd.	811.53K	Jun 30, 26	+28.38K	1.46%
RAYMOND JAMES FINANCIAL INC	674.79K	Jun 30, 26	+28.88K	1.22%
WELLS FARGO & COMPANY/MN	638.05K	Jun 30, 26	-107.70K	1.15%
LPL Financial LLC	521.98K	Jun 30, 26	+32.52K	0.94%
Allspring Global Investments Holdings, LLC	459.28K	Jun 30, 26	+56.48K	0.83%
ROYAL BANK OF CANADA	261.37K	Jun 30, 26	-1.80K	0.47%
BANK OF AMERICA CORP /DE/	198.18K	Jun 30, 26	-14.56K	0.36%
THRIVENT FINANCIAL FOR LUTHERANS	175.26K	Jun 30, 26	--	0.32%
ADVISOR GROUP HOLDINGS, INC.	163.16K	Jun 30, 26	+34.08K	0.29%
Shaker Financial Services, LLC	157.82K	Jun 30, 26	-60.84K	0.28%
ENVESTNET ASSET MANAGEMENT INC	154.76K	Jun 30, 26	-32.51K	0.28%
D.A. DAVIDSON & CO.	148.92K	Jun 30, 26	+905	0.27%
UBS Group AG	138.38K	Jun 30, 26	+4.92K	0.25%
Cambridge Investment Research Advisors, Inc.	137.79K	Jun 30, 26	+68.09K	0.25%
WILEY BROS.-AINTREE CAPITAL, LLC	137.58K	Jun 30, 26	+22.89K	0.25%
PARK AVENUE SECURITIES LLC	135.82K	Jun 30, 26	+2.56K	0.24%
Janney Montgomery Scott LLC	96.85K	Jun 30, 26	+81.65K	0.17%
Centurion Wealth Management LLC	86.56K	Jun 30, 26	+19	0.16%
SAX WEALTH ADVISORS, LLC	85.27K	Jun 30, 26	--	0.15%
Arkadios Wealth Advisors	75.13K	Jun 30, 26	+84	0.14%
AlphaCore Capital LLC	71.92K	Jun 30, 26	+870	0.13%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	70.46K	Jun 30, 26	+5.89K	0.13%
IHT Wealth Management, LLC	69.54K	Jun 30, 26	+1.98K	0.13%
Stolper Co	66.87K	Jun 30, 26	-4.09K	0.12%
FIFTH THIRD BANCORP	66.38K	Jun 30, 26	+4.35K	0.12%
AMERIPRISE FINANCIAL INC	66.20K	Jun 30, 26	-2.07K	0.12%
NBC SECURITIES, INC.	62.76K	Jun 30, 26	+4.47K	0.11%
Cetera Investment Advisers	60.05K	Jun 30, 26	-36.21K	0.11%
Rockefeller Capital Management L.P.	52.40K	Jun 30, 26	+26	0.09%
one8zero8, LLC	50.00K	Jun 30, 26	--	0.09%
Kestra Advisory Services, LLC	49.88K	Jun 30, 26	+10.47K	0.09%
Avory & Company, LLC	46.20K	Jun 30, 26	--	0.08%
Dakota Wealth Management	41.89K	Jun 30, 26	-2.94K	0.08%
STIFEL FINANCIAL CORP	40.80K	Jun 30, 26	+1.66K	0.07%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	37.91K	Jun 30, 26	-1.52K	0.07%
Ameritas Advisory Services, LLC	35.40K	Jun 30, 26	+5.52K	0.06%
Abel Hall, LLC	33.00K	Jun 30, 26	--	0.06%
COMMONWEALTH EQUITY SERVICES, LLC	32.74K	Jun 30, 26	-3.75K	0.06%
Ronald Blue Trust, Inc.	32.19K	Jun 30, 26	--	0.06%
NWF Advisory Services Inc.	31.66K	Jun 30, 26	+300	0.06%
UHLMANN PRICE SECURITIES, LLC	31.40K	Jun 30, 26	+4.04K	0.06%
Steward Partners Investment Advisory, LLC	29.91K	Jun 30, 26	+539	0.05%
CHOREO, LLC	29.05K	Jun 30, 26	-1.92K	0.05%
Merit Financial Group, LLC	27.63K	Jun 30, 26	+931	0.05%
CENTRAL TRUST Co	27.00K	Jun 30, 26	--	0.05%
XTX Topco Ltd	26.17K	Jun 30, 26	+26.17K	0.05%
Global Retirement Partners, LLC	25.11K	Jun 30, 26	+25.11K	0.05%
Mariner, LLC	25.04K	Jun 30, 26	+5.20K	0.05%
Waverly Advisors, LLC	21.92K	Jun 30, 26	-756	0.04%
INTEGRATED CAPITAL MANAGEMENT, INC.	20.57K	Jun 30, 26	-4.34K	0.04%
NewEdge Advisors, LLC	19.30K	Jun 30, 26	-2.11K	0.03%
ACCREDITED INVESTOR SERVICES, LLC	18.75K	Jun 30, 26	+69	0.03%
LEVEL FOUR ADVISORY SERVICES, LLC	18.44K	Jun 30, 26	+7.86K	0.03%
Kovack Advisors, Inc.	18.23K	Jun 30, 26	--	0.03%
PNC FINANCIAL SERVICES GROUP, INC.	17.81K	Jun 30, 26	--	0.03%
EXCEL SECURITIES & ASSOCIATES, INC.	17.75K	Jun 30, 26	--	0.03%
Snowden Capital Advisors LLC	17.69K	Jun 30, 26	+169	0.03%
Integrated Wealth Concepts LLC	16.21K	Jun 30, 26	+1.13K	0.03%
READYSTATE ASSET MANAGEMENT LP	15.21K	Jun 30, 26	+15.21K	0.03%
Moors & Cabot, Inc.	14.98K	Jun 30, 26	+113	0.03%
Founders Financial Alliance, LLC	14.23K	Jun 30, 26	+24	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	13.62K	Jun 30, 26	-111	0.02%
HOLLENCREST CAPITAL MANAGEMENT	13.57K	Jun 30, 26	--	0.02%
OPPENHEIMER & CO INC	13.10K	Jun 30, 26	+51	0.02%
Signal Advisors Wealth, LLC	12.66K	Jun 30, 26	+12.66K	0.02%
MERCER GLOBAL ADVISORS INC /ADV	12.53K	Jun 30, 26	+12.53K	0.02%
AXXCESS WEALTH MANAGEMENT, LLC	12.09K	Jun 30, 26	+12.09K	0.02%
WEDBUSH SECURITIES INC	11.60K	Jun 30, 26	-1.14K	0.02%
MML INVESTORS SERVICES, LLC	11.47K	Jun 30, 26	+876	0.02%
COMMERCE BANK	11.33K	Jun 30, 26	--	0.02%
SPIREPOINT PRIVATE CLIENT, LLC	11.16K	Jun 30, 26	--	0.02%
Modern Wealth Management, LLC	10.03K	Jun 30, 26	--	0.02%
Pacific Wealth Strategies Group, Inc.	10.00K	Jun 30, 26	--	0.02%
Pinnacle Wealth Planning Services, Inc.	8.53K	Jun 30, 26	+167	0.02%
VSM Wealth Advisory, LLC	8.43K	Jun 30, 26	--	0.02%
Jackson, Grant Investment Advisers, Inc.	7.37K	Jun 30, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	5.07K	Jun 30, 26	--	0.01%
IFP Advisors, Inc	4.62K	Jun 30, 26	--	0.01%
US BANCORP \DE\	4.41K	Jun 30, 26	--	0.01%
WPG Advisers, LLC	3.77K	Jun 30, 26	+67	0.01%
CoreCap Advisors, LLC	3.08K	Jun 30, 26	--	0.01%
Colonial Trust Co / SC	2.17K	Jun 30, 26	--	0.00%
Allworth Financial LP	1.98K	Jun 30, 26	--	0.00%
Crews Bank & Trust	1.76K	Jun 30, 26	--	0.00%
Pinnacle Bancorp, Inc.	1.50K	Jun 30, 26	--	0.00%
Farther Finance Advisors, LLC	1.41K	Jun 30, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	1.30K	Jun 30, 26	+1.30K	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.02K	Jun 30, 26	+522	0.00%
BRYN MAWR TRUST Co	775	Jun 30, 26	--	0.00%
Institute for Wealth Management, LLC.	705	Jun 30, 26	+705	0.00%
Larson Financial Group LLC	702	Jun 30, 26	+14	0.00%
Axiom Investment Management LLC	516	Jun 30, 26	-474	0.00%
WHITTIER TRUST CO OF NEVADA INC	492	Jun 30, 26	--	0.00%
ASSETMARK, INC	384	Jun 30, 26	+96	0.00%
LifeSteps Financial, Inc.	325	Jun 30, 26	+325	0.00%
North Star Investment Management Corp.	275	Jun 30, 26	--	0.00%
Kilter Group LLC	267	Jun 30, 26	-1.13K	0.00%
HIGHLINE WEALTH PARTNERS LLC	250	Jun 30, 26	--	0.00%
BESSEMER GROUP INC	206	Jun 30, 26	+206	0.00%
EverSource Wealth Advisors, LLC	41	Jun 30, 26	--	0.00%
MAI Capital Management	--	Jun 30, 26	-520	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-21.66K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-5.53K	--
JPMORGAN CHASE & CO	--	Jun 30, 26	-4	--
Synergy Investment Management, LLC	--	Jun 30, 26	-338	--
Advisory Services Network, LLC	--	Jun 30, 26	-10.05K	--
BlackRock, Inc.	--	Jun 30, 26	-1.34K	--
HANTZ FINANCIAL SERVICES, INC.	--	Jun 30, 26	-380	--
Private Advisor Group, LLC	--	Jun 30, 26	-120.61K	--
Saba Capital Management, L.P.	--	Jun 30, 26	-566.32K	--
Root Financial Partners, LLC	--	Jun 30, 26	-513	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-34	--
WEBSTER BANK, N. A.	--	Jun 30, 26	-6.00K	--
Logan Stone Capital, LLC	--	Jun 30, 26	-82.75K	--
WOLVERINE ASSET MANAGEMENT LLC	--	Jun 30, 26	-269.14K	--
Marex Group plc	--	Jun 30, 26	-20.52K	--
Advisors Asset Management, Inc.	1.16M	Mar 31, 26	+150.49K	2.09%
LAZARD ASSET MANAGEMENT LLC	886.75K	Mar 31, 26	-1.63K	1.60%
RAYMOND JAMES FINANCIAL INC	645.91K	Mar 31, 26	+8.57K	1.16%
BANK OF AMERICA CORP /DE/	212.74K	Mar 31, 26	+20.79K	0.38%
THRIVENT FINANCIAL FOR LUTHERANS	175.26K	Mar 31, 26	+9.73K	0.32%
WILEY BROS.-AINTREE CAPITAL, LLC	114.68K	Mar 31, 26	+23.91K	0.21%
AMERIPRISE FINANCIAL INC	68.27K	Mar 31, 26	-1.80K	0.12%
Rockefeller Capital Management L.P.	52.38K	Mar 31, 26	-3.59K	0.09%
Ameritas Advisory Services, LLC	29.88K	Mar 31, 26	-2.43K	0.05%
Equitable Holdings, Inc.	26.74K	Mar 31, 26	+13	0.05%
Marex Group plc	20.52K	Mar 31, 26	+738	0.04%
HOLLENCREST CAPITAL MANAGEMENT	13.57K	Mar 31, 26	--	0.02%
Vivaldi Capital Management LP	12.95K	Mar 31, 26	--	0.02%
COMMERCE BANK	11.33K	Mar 31, 26	--	0.02%
Kingsview Wealth Management, LLC	10.06K	Mar 31, 26	--	0.02%
US BANCORP \DE\	4.41K	Mar 31, 26	--	0.01%
CWM, LLC	1.63K	Mar 31, 26	+586	0.00%
GILL CAPITAL PARTNERS, LLC	1.00K	Mar 31, 26	+1.00K	0.00%
MAI Capital Management	520	Mar 31, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	380	Mar 31, 26	+380	0.00%
Synergy Investment Management, LLC	338	Mar 31, 26	+338	0.00%
BROWN BROTHERS HARRIMAN & CO	--	Mar 31, 26	-37.95K	--
COMERICA BANK	61.98K	Dec 31, 25	-633	0.11%
WETHERBY ASSET MANAGEMENT INC	--	Sep 30, 25	-17.13K	--
AVANTAX ADVISORY SERVICES, INC.	40.26K	Jun 30, 25	+4.03K	0.07%
Spectrum Wealth Counsel, LLC	500	Mar 31, 25	--	0.00%
Sandy Spring Bank	175	Mar 31, 25	+175	0.00%
RAYMOND JAMES & ASSOCIATES	501.47K	Sep 30, 24	+1.84K	0.90%
Raymond James Financial Services Advisors, Inc.	82.85K	Sep 30, 24	-4.37K	0.15%
All Season Financial Advisors, Inc.	38.04K	Sep 30, 24	+78	0.07%
9258 Wealth Management, LLC	18.59K	Sep 30, 24	+55	0.03%
Cetera Advisor Networks LLC	11.17K	Mar 31, 24	-4.91K	0.02%
Baystate Wealth Management LLC	303	Dec 31, 23	+303	0.00%
ADVISOR PARTNERS II, LLC	39.14K	Sep 30, 23	+39.14K	0.07%
Lumature Wealth Partners, LLC	2.20K	Jun 30, 23	--	0.00%
BDO Wealth Advisors, LLC	--	Jun 30, 23	-3.12K	--
Ahrens Investment Partners LLC	2.00K	Mar 31, 23	+2.00K	0.00%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	25.48K	Sep 30, 22	+25.48K	0.05%
FourThought Financial, LLC	3.81K	Sep 30, 22	--	0.01%
American Portfolios Advisors	2.93K	Sep 30, 22	--	0.01%
Spectrum Management Group, LLC	500	Sep 30, 22	--	0.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	4.63M	Mar 31, 22	+179.65K	8.34%
Carroll Financial Associates, Inc.	149	Dec 31, 21	--	0.00%
Ameritas Investment Company, LLC	46.22K	Sep 30, 21	+6.24K	0.08%
LEVEL FOUR FINANCIAL, LLC	27.68K	Sep 30, 21	-365	0.05%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	19.86K	Sep 30, 21	+4.60K	0.04%
Sonora Investment Management, LLC	600	Sep 30, 21	--	0.00%
Advisor Group, Inc.	41.24K	Dec 31, 19	-565	0.07%
LADENBURG THALMANN FINANCIAL SERVICES INC.	33.31K	Dec 31, 19	-2.99K	0.06%
BB&T SECURITIES, LLC	49.81K	Sep 30, 19	+1.48K	0.09%
Edge Advisors, LLC	710	Jun 30, 18	--	0.00%
XML SECURITIES, LLC	--	Mar 31, 18	-142.49K	--
IFC Holdings Incorporated/FL	18.37K	Dec 31, 17	+4.23K	0.03%
NATIONAL PLANNING CORP	--	Dec 31, 17	-21.40K	--
Commonwealth Equity Services, Inc	33.99K	Jun 30, 17	+687	0.06%
RONALD BLUE & CO LLC	10.53K	Jun 30, 17	+185	0.02%
WFG Advisors, LP	467	Jun 30, 17	+8	0.00%
MSI Financial Services Inc	6.14K	Dec 31, 16	+652	0.01%
ANCORA FAMILY WEALTH ADVISORS, LLC	18.77K	Sep 30, 16	+328	0.03%
NEWGATE CAPITAL MANAGEMENT LLC	131.58K	Jun 30, 16	-13.93K	0.24%
MANAGED ACCOUNT ADVISORS LLC	--	Jun 30, 15	-6	--
Relative Value Partners, LLC	1.18M	Mar 31, 15	-45.70K	2.12%
BAIRD ROBERT W & CO INC /WI/	67.44K	Mar 31, 15	+7.38K	0.12%
NEW ENGLAND SECURITIES CORP /MA/	2.12K	Dec 31, 14	-2.12K	0.00%
UBS AG	2.08M	Sep 30, 14	+265.44K	3.75%
KMS FINANCIAL SERVICES, INC	--	Jun 30, 14	-25.90K	--
Signator Financial Services, Inc.	790	Sep 30, 13	--	0.00%
STIFEL NICOLAUS & CO INC \MO\	--	Sep 30, 13	-10.27K	--
KNIGHT CAPITAL GROUP LLC	66.15K	Jun 30, 13	+52.32K	0.12%
First Allied Securities, Inc.	34.53K	Jun 30, 12	+398	0.06%
NOLLENBERGER CAPITAL PARTNERS INC	--	Dec 31, 10	-1.10K	--
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	1.10M	Jun 30, 10	+49.60K	1.98%

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Holder

Date

Change

% Held

MORGAN STANLEY

8.41M

Jun 30, 26

+407.76K

15.15%

Advisors Asset Management, Inc.

1.30M

Jun 30, 26

+140.32K

2.34%

GUGGENHEIM CAPITAL LLC

1.27M

Jun 30, 26

+141.22K

2.29%

Karpus Management, Inc.

1.21M

Jun 30, 26

-4.96K

2.17%

LAZARD ASSET MANAGEMENT LLC

886.75K

Jun 30, 26

1.60%

Invesco Ltd.

811.53K

Jun 30, 26

+28.38K

1.46%

RAYMOND JAMES FINANCIAL INC

674.79K

Jun 30, 26

+28.88K

1.22%

WELLS FARGO & COMPANY/MN

638.05K

Jun 30, 26

-107.70K

1.15%

LPL Financial LLC

521.98K

Jun 30, 26

+32.52K

0.94%

Allspring Global Investments Holdings, LLC

459.28K

Jun 30, 26

+56.48K

0.83%

ROYAL BANK OF CANADA

261.37K

Jun 30, 26

-1.80K

0.47%

BANK OF AMERICA CORP /DE/

198.18K

Jun 30, 26

-14.56K

0.36%

THRIVENT FINANCIAL FOR LUTHERANS

175.26K

Jun 30, 26

0.32%

ADVISOR GROUP HOLDINGS, INC.

163.16K

Jun 30, 26

+34.08K

0.29%

Shaker Financial Services, LLC

157.82K

Jun 30, 26

-60.84K

0.28%

ENVESTNET ASSET MANAGEMENT INC

154.76K

Jun 30, 26

-32.51K

0.28%

D.A. DAVIDSON & CO.

148.92K

Jun 30, 26

+905

0.27%

UBS Group AG

138.38K

Jun 30, 26

+4.92K

0.25%

Cambridge Investment Research Advisors, Inc.

137.79K

Jun 30, 26

+68.09K

0.25%

WILEY BROS.-AINTREE CAPITAL, LLC

137.58K

Jun 30, 26

+22.89K

0.25%

PARK AVENUE SECURITIES LLC

135.82K

Jun 30, 26

+2.56K

0.24%

Janney Montgomery Scott LLC

96.85K

Jun 30, 26

+81.65K

0.17%

Centurion Wealth Management LLC

86.56K

Jun 30, 26

+19

0.16%

SAX WEALTH ADVISORS, LLC

85.27K

Jun 30, 26

0.15%

Arkadios Wealth Advisors

75.13K

Jun 30, 26

+84

0.14%

AlphaCore Capital LLC

71.92K

Jun 30, 26

+870

0.13%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

70.46K

Jun 30, 26

+5.89K

0.13%

IHT Wealth Management, LLC

69.54K

Jun 30, 26

+1.98K

0.13%

Stolper Co

66.87K

Jun 30, 26

-4.09K

0.12%

FIFTH THIRD BANCORP

66.38K

Jun 30, 26

+4.35K

0.12%

AMERIPRISE FINANCIAL INC

66.20K

Jun 30, 26

-2.07K

0.12%

NBC SECURITIES, INC.

62.76K

Jun 30, 26

+4.47K

0.11%

Cetera Investment Advisers

60.05K

Jun 30, 26

-36.21K

0.11%

Rockefeller Capital Management L.P.

52.40K

Jun 30, 26

+26

0.09%

one8zero8, LLC

50.00K

Jun 30, 26

0.09%

Kestra Advisory Services, LLC

49.88K

Jun 30, 26

+10.47K

0.09%

Avory & Company, LLC

46.20K

Jun 30, 26

0.08%

Dakota Wealth Management

41.89K

Jun 30, 26

-2.94K

0.08%

STIFEL FINANCIAL CORP

40.80K

Jun 30, 26

+1.66K

0.07%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

37.91K

Jun 30, 26

-1.52K

0.07%

Ameritas Advisory Services, LLC

35.40K

Jun 30, 26

+5.52K

0.06%

Abel Hall, LLC

33.00K

Jun 30, 26

0.06%

COMMONWEALTH EQUITY SERVICES, LLC

32.74K

Jun 30, 26

-3.75K

0.06%

Ronald Blue Trust, Inc.

32.19K

Jun 30, 26

0.06%

NWF Advisory Services Inc.

31.66K

Jun 30, 26

+300

0.06%

UHLMANN PRICE SECURITIES, LLC

31.40K

Jun 30, 26

+4.04K

0.06%

Steward Partners Investment Advisory, LLC

29.91K

Jun 30, 26

+539

0.05%

CHOREO, LLC

29.05K

Jun 30, 26

-1.92K

0.05%

Merit Financial Group, LLC

27.63K

Jun 30, 26

+931

0.05%

CENTRAL TRUST Co

27.00K

Jun 30, 26

0.05%

XTX Topco Ltd

26.17K

Jun 30, 26

+26.17K

0.05%

Global Retirement Partners, LLC

25.11K

Jun 30, 26

+25.11K

0.05%

Mariner, LLC

25.04K

Jun 30, 26

+5.20K

0.05%

Waverly Advisors, LLC

21.92K

Jun 30, 26

-756

0.04%

INTEGRATED CAPITAL MANAGEMENT, INC.

20.57K

Jun 30, 26

-4.34K

0.04%

NewEdge Advisors, LLC

19.30K

Jun 30, 26

-2.11K

0.03%

ACCREDITED INVESTOR SERVICES, LLC

18.75K

Jun 30, 26

+69

0.03%

LEVEL FOUR ADVISORY SERVICES, LLC

18.44K

Jun 30, 26

+7.86K

0.03%

Kovack Advisors, Inc.

18.23K

Jun 30, 26

0.03%

PNC FINANCIAL SERVICES GROUP, INC.

17.81K

Jun 30, 26

0.03%

EXCEL SECURITIES & ASSOCIATES, INC.

17.75K

Jun 30, 26

0.03%

Snowden Capital Advisors LLC

17.69K

Jun 30, 26

+169

0.03%

Integrated Wealth Concepts LLC

16.21K

Jun 30, 26

+1.13K

0.03%

READYSTATE ASSET MANAGEMENT LP

15.21K

Jun 30, 26

+15.21K

0.03%

Moors & Cabot, Inc.

14.98K

Jun 30, 26

+113

0.03%

Founders Financial Alliance, LLC

14.23K

Jun 30, 26

+24

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

13.62K

Jun 30, 26

-111

0.02%

HOLLENCREST CAPITAL MANAGEMENT

13.57K

Jun 30, 26

0.02%

OPPENHEIMER & CO INC

13.10K

Jun 30, 26

+51

0.02%

Signal Advisors Wealth, LLC

12.66K

Jun 30, 26

+12.66K

0.02%

MERCER GLOBAL ADVISORS INC /ADV

12.53K

Jun 30, 26

+12.53K

0.02%

AXXCESS WEALTH MANAGEMENT, LLC

12.09K

Jun 30, 26

+12.09K

0.02%

WEDBUSH SECURITIES INC

11.60K

Jun 30, 26

-1.14K

0.02%

MML INVESTORS SERVICES, LLC

11.47K

Jun 30, 26

+876

0.02%

COMMERCE BANK

11.33K

Jun 30, 26

0.02%

SPIREPOINT PRIVATE CLIENT, LLC

11.16K

Jun 30, 26

0.02%

Modern Wealth Management, LLC

10.03K

Jun 30, 26

0.02%

Pacific Wealth Strategies Group, Inc.

10.00K

Jun 30, 26

0.02%

Pinnacle Wealth Planning Services, Inc.

8.53K

Jun 30, 26

+167

0.02%

VSM Wealth Advisory, LLC

8.43K

Jun 30, 26

0.02%

Jackson, Grant Investment Advisers, Inc.

7.37K

Jun 30, 26

0.01%

HARBOUR INVESTMENTS, INC.

5.07K

Jun 30, 26

0.01%

IFP Advisors, Inc

4.62K

Jun 30, 26

0.01%

US BANCORP \DE\

4.41K

Jun 30, 26

0.01%

WPG Advisers, LLC

3.77K

Jun 30, 26

+67

0.01%

CoreCap Advisors, LLC

3.08K

Jun 30, 26

0.01%

Colonial Trust Co / SC

2.17K

Jun 30, 26

0.00%

Allworth Financial LP

1.98K

Jun 30, 26

0.00%

Crews Bank & Trust

1.76K

Jun 30, 26

0.00%

Pinnacle Bancorp, Inc.

1.50K

Jun 30, 26

0.00%

Farther Finance Advisors, LLC

1.41K

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

1.30K

Jun 30, 26

+1.30K

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.02K

Jun 30, 26

+522

0.00%

BRYN MAWR TRUST Co

775

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

705

Jun 30, 26

+705

0.00%

Larson Financial Group LLC

702

Jun 30, 26

+14

0.00%

Axiom Investment Management LLC

516

Jun 30, 26

-474

0.00%

WHITTIER TRUST CO OF NEVADA INC

492

Jun 30, 26

0.00%

ASSETMARK, INC

384

Jun 30, 26

+96

0.00%

LifeSteps Financial, Inc.

325

Jun 30, 26

+325

0.00%

North Star Investment Management Corp.

275

Jun 30, 26

0.00%

Kilter Group LLC

267

Jun 30, 26

-1.13K

0.00%

HIGHLINE WEALTH PARTNERS LLC

250

Jun 30, 26

0.00%

BESSEMER GROUP INC

206

Jun 30, 26

+206

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

0.00%

MAI Capital Management

Jun 30, 26

-520

JANE STREET GROUP, LLC

Jun 30, 26

-21.66K

Sound Income Strategies, LLC

Jun 30, 26

-5.53K

JPMORGAN CHASE & CO

Jun 30, 26

-4

Synergy Investment Management, LLC

Jun 30, 26

-338

Advisory Services Network, LLC

Jun 30, 26

-10.05K

BlackRock, Inc.

Jun 30, 26

-1.34K

HANTZ FINANCIAL SERVICES, INC.

Jun 30, 26

-380

Private Advisor Group, LLC

Jun 30, 26

-120.61K

Saba Capital Management, L.P.

Jun 30, 26

-566.32K

Root Financial Partners, LLC

Jun 30, 26

-513

Tower Research Capital LLC (TRC)

Jun 30, 26

-34

WEBSTER BANK, N. A.

Jun 30, 26

-6.00K

Logan Stone Capital, LLC

Jun 30, 26

-82.75K

WOLVERINE ASSET MANAGEMENT LLC

Jun 30, 26

-269.14K

Marex Group plc

Jun 30, 26

-20.52K

Advisors Asset Management, Inc.

1.16M

Mar 31, 26

+150.49K

2.09%

LAZARD ASSET MANAGEMENT LLC

886.75K

Mar 31, 26

-1.63K

1.60%

RAYMOND JAMES FINANCIAL INC

645.91K

Mar 31, 26

+8.57K

1.16%

BANK OF AMERICA CORP /DE/

212.74K

Mar 31, 26

+20.79K

0.38%

THRIVENT FINANCIAL FOR LUTHERANS

175.26K

Mar 31, 26

+9.73K

0.32%

WILEY BROS.-AINTREE CAPITAL, LLC

114.68K

Mar 31, 26

+23.91K

0.21%

AMERIPRISE FINANCIAL INC

68.27K

Mar 31, 26

-1.80K

0.12%

Rockefeller Capital Management L.P.

52.38K

Mar 31, 26

-3.59K

0.09%

Ameritas Advisory Services, LLC

29.88K

Mar 31, 26

-2.43K

0.05%

Equitable Holdings, Inc.

26.74K

Mar 31, 26

+13

0.05%

Marex Group plc

20.52K

Mar 31, 26

+738

0.04%

HOLLENCREST CAPITAL MANAGEMENT

13.57K

Mar 31, 26

0.02%

Vivaldi Capital Management LP

12.95K

Mar 31, 26

0.02%

COMMERCE BANK

11.33K

Mar 31, 26

0.02%

Kingsview Wealth Management, LLC

10.06K

Mar 31, 26

0.02%

US BANCORP \DE\

4.41K

Mar 31, 26

0.01%

CWM, LLC

1.63K

Mar 31, 26

+586

0.00%

GILL CAPITAL PARTNERS, LLC

1.00K

Mar 31, 26

+1.00K

0.00%

MAI Capital Management

520

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

380

Mar 31, 26

+380

0.00%

Synergy Investment Management, LLC

338

Mar 31, 26

+338

0.00%

BROWN BROTHERS HARRIMAN & CO

Mar 31, 26

-37.95K

COMERICA BANK

61.98K

Dec 31, 25

-633

0.11%

WETHERBY ASSET MANAGEMENT INC

Sep 30, 25

-17.13K

AVANTAX ADVISORY SERVICES, INC.

40.26K

Jun 30, 25

+4.03K

0.07%

Spectrum Wealth Counsel, LLC

500

Mar 31, 25

0.00%

Sandy Spring Bank

175

Mar 31, 25

+175

0.00%

RAYMOND JAMES & ASSOCIATES

501.47K

Sep 30, 24

+1.84K

0.90%

Raymond James Financial Services Advisors, Inc.

82.85K

Sep 30, 24

-4.37K

0.15%

All Season Financial Advisors, Inc.

38.04K

Sep 30, 24

+78

0.07%

9258 Wealth Management, LLC

18.59K

Sep 30, 24

+55

0.03%

Cetera Advisor Networks LLC

11.17K

Mar 31, 24

-4.91K

0.02%

Baystate Wealth Management LLC

303

Dec 31, 23

+303

0.00%

ADVISOR PARTNERS II, LLC

39.14K

Sep 30, 23

+39.14K

0.07%

Lumature Wealth Partners, LLC

2.20K

Jun 30, 23

0.00%

BDO Wealth Advisors, LLC

Jun 30, 23

-3.12K

Ahrens Investment Partners LLC

2.00K

Mar 31, 23

+2.00K

0.00%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

25.48K

Sep 30, 22

+25.48K

0.05%

FourThought Financial, LLC

3.81K

Sep 30, 22

0.01%

American Portfolios Advisors

2.93K

Sep 30, 22

0.01%

Spectrum Management Group, LLC

500

Sep 30, 22

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

4.63M

Mar 31, 22

+179.65K

8.34%

Carroll Financial Associates, Inc.

149

Dec 31, 21

0.00%

Ameritas Investment Company, LLC

46.22K

Sep 30, 21

+6.24K

0.08%

LEVEL FOUR FINANCIAL, LLC

27.68K

Sep 30, 21

-365

0.05%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

19.86K

Sep 30, 21

+4.60K

0.04%

Sonora Investment Management, LLC

600

Sep 30, 21

0.00%

Advisor Group, Inc.

41.24K

Dec 31, 19

-565

0.07%

LADENBURG THALMANN FINANCIAL SERVICES INC.

33.31K

Dec 31, 19

-2.99K

0.06%

BB&T SECURITIES, LLC

49.81K

Sep 30, 19

+1.48K

0.09%

Edge Advisors, LLC

710

Jun 30, 18

0.00%

XML SECURITIES, LLC

Mar 31, 18

-142.49K

IFC Holdings Incorporated/FL

18.37K

Dec 31, 17

+4.23K

0.03%

NATIONAL PLANNING CORP

Dec 31, 17

-21.40K

Commonwealth Equity Services, Inc

33.99K

Jun 30, 17

+687

0.06%

RONALD BLUE & CO LLC

10.53K

Jun 30, 17

+185

0.02%

WFG Advisors, LP

467

Jun 30, 17

0.00%

MSI Financial Services Inc

6.14K

Dec 31, 16

+652

0.01%

ANCORA FAMILY WEALTH ADVISORS, LLC

18.77K

Sep 30, 16

+328

0.03%

NEWGATE CAPITAL MANAGEMENT LLC

131.58K

Jun 30, 16

-13.93K

0.24%

MANAGED ACCOUNT ADVISORS LLC

Jun 30, 15

-6

Relative Value Partners, LLC

1.18M

Mar 31, 15

-45.70K

2.12%

BAIRD ROBERT W & CO INC /WI/

67.44K

Mar 31, 15

+7.38K

0.12%

NEW ENGLAND SECURITIES CORP /MA/

2.12K

Dec 31, 14

-2.12K

0.00%

UBS AG

2.08M

Sep 30, 14

+265.44K

3.75%

KMS FINANCIAL SERVICES, INC

Jun 30, 14

-25.90K

Signator Financial Services, Inc.

790

Sep 30, 13

0.00%

STIFEL NICOLAUS & CO INC \MO\

Sep 30, 13

-10.27K

KNIGHT CAPITAL GROUP LLC

66.15K

Jun 30, 13

+52.32K

0.12%

First Allied Securities, Inc.

34.53K

Jun 30, 12

+398

0.06%

NOLLENBERGER CAPITAL PARTNERS INC

Dec 31, 10

-1.10K

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

1.10M

Jun 30, 10

+49.60K

1.98%