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Institutional Ownership

Top 360 Institutional Holders
HolderSharesDateChange% Held
MORGAN STANLEY8.94MMar 31, 26+647.99K5.90%
WELLS FARGO & COMPANY/MN6.85MMar 31, 26+695.11K4.53%
Lido Advisors, LLC6.35MMar 31, 26-39.67K4.19%
LPL Financial LLC4.75MMar 31, 26+402.39K3.14%
RAYMOND JAMES FINANCIAL INC4.72MMar 31, 26-284.28K3.12%
Clearstead Advisors, LLC3.61MMar 31, 26+210.43K2.39%
BANK OF AMERICA CORP /DE/3.49MMar 31, 26+845.13K2.30%
Invesco Ltd.3.18MMar 31, 26+271.60K2.10%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2.60MMar 31, 26-15.50K1.72%
UBS Group AG2.57MMar 31, 26-65.88K1.70%
Hills Bank & Trust Co2.45MMar 31, 26+125.55K1.62%
ROYAL BANK OF CANADA2.45MMar 31, 26+289.43K1.62%
MANCHESTER FINANCIAL INC2.24MMar 31, 26-9.45K1.48%
MAI Capital Management2.23MMar 31, 26+163.84K1.47%
ENVESTNET ASSET MANAGEMENT INC2.13MMar 31, 26+206.38K1.41%
TLWM1.57MMar 31, 26+101.64K1.03%
STIFEL FINANCIAL CORP1.55MMar 31, 26+155.74K1.03%
ADVISOR GROUP HOLDINGS, INC.1.45MMar 31, 26+403.94K0.96%
RiverFront Investment Group, LLC1.38MMar 31, 26+93.91K0.91%
MONECO Advisors, LLC1.33MMar 31, 26+34.66K0.88%
Brookstone Capital Management1.26MMar 31, 26+21.61K0.83%
IMA Wealth, Inc.1.25MMar 31, 26+28.53K0.83%
Clark Asset Management, LLC1.24MMar 31, 26+242.92K0.82%
Janney Montgomery Scott LLC1.16MMar 31, 26+215.19K0.77%
Anchor Investment Management, LLC1.14MMar 31, 26+1.10M0.75%
Atlantic Union Bankshares Corp1.04MMar 31, 26+93.44K0.69%
DAVIS R M INC975.29KMar 31, 26+240.41K0.64%
Headland Capital, LLC965.34KMar 31, 26+25.35K0.64%
Capital Investment Counsel, LLC961.43KMar 31, 26-59.60K0.64%
Baird Financial Group, Inc.917.45KMar 31, 26+29.82K0.61%
SHUFRO ROSE & CO LLC850.77KMar 31, 26+18.30K0.56%
MML INVESTORS SERVICES, LLC833.75KMar 31, 26-15.04K0.55%
NewEdge Advisors, LLC785.76KMar 31, 26+62.22K0.52%
Colony Group, LLC735.93KMar 31, 26-26.80K0.49%
GPM Growth Investors, Inc.715.69KMar 31, 26+1.98K0.47%
Cambridge Investment Research Advisors, Inc.690.94KMar 31, 26+393.05K0.46%
KIRR MARBACH & CO LLC /IN/679.46KMar 31, 26+26.77K0.45%
GILL CAPITAL PARTNERS, LLC665.16KMar 31, 26+6.38K0.44%
Goepper Burkhardt LLC663.83KMar 31, 26+35.58K0.44%
Asset Dedication, LLC660.26KMar 31, 26+43.31K0.44%
Carrera Capital Advisors599.83KMar 31, 26+52.34K0.40%
Cornerstone Planning, LLC593.75KMar 31, 26+202.88K0.39%
AMERIPRISE FINANCIAL INC588.46KMar 31, 26+47.05K0.39%
COOKSON PEIRCE & CO INC588.16KMar 31, 26+3.68K0.39%
Straight Path Wealth Management586.23KMar 31, 26+40.48K0.39%
CENTRAL VALLEY ADVISORS, LLC578.15KMar 31, 26+44.37K0.38%
Independent Advisor Alliance563.07KMar 31, 26+563.07K0.37%
CVFG LLC560.69KMar 31, 26+560.69K0.37%
First International Bank of Israel Ltd.540.00KMar 31, 26--0.36%
JONES FINANCIAL COMPANIES LLLP527.99KMar 31, 26+103.08K0.35%
KICKSTAND VENTURES, LLC.511.07KMar 31, 26+11.31K0.34%
VAUGHAN DAVID INVESTMENTS LLC/IL482.52KMar 31, 26+25.28K0.32%
CWM, LLC473.41KMar 31, 26-69.75K0.31%
Sanctuary Advisors, LLC460.36KMar 31, 26+44.12K0.30%
Cetera Investment Advisers456.36KMar 31, 26+110.83K0.30%
TCG Advisory Services, LLC425.98KMar 31, 26+16.41K0.28%
Advisors Capital Management, LLC415.01KMar 31, 26+3.99K0.27%
Paradiem, LLC411.87KMar 31, 26+411.87K0.27%
Colonial Trust Advisors411.74KMar 31, 26+37.63K0.27%
Motley Fool Wealth Management, LLC410.63KMar 31, 26-130.90K0.27%
Sound Stewardship, LLC409.18KMar 31, 26+294.87K0.27%
WILEY BROS.-AINTREE CAPITAL, LLC398.47KMar 31, 26+193.61K0.26%
Marietta Wealth Management, LLC396.38KMar 31, 26+20.82K0.26%
ProVise Management Group, LLC371.32KMar 31, 26+64.11K0.25%
Ledgewood Wealth Advisors, LLC366.51KMar 31, 26+48.99K0.24%
Sowell Financial Services LLC361.63KMar 31, 26+26.38K0.24%
COMMONWEALTH EQUITY SERVICES, LLC356.22KMar 31, 26+96.31K0.24%
Kathmere Capital Management, LLC354.73KMar 31, 26-9690.23%
Carmel Capital Partners, LLC351.20KMar 31, 26+23.75K0.23%
SUSQUEHANNA INTERNATIONAL GROUP, LLP339.54KMar 31, 26+339.54K0.22%
AMJ Financial Wealth Management327.51KMar 31, 26-1.41K0.22%
AA Financial Advisors, LLC327.24KMar 31, 26-106.34K0.22%
SFE Investment Counsel324.36KMar 31, 26+17.32K0.21%
Wilkins Miller Wealth Management, LLC318.06KMar 31, 26+6.84K0.21%
Carnegie Capital Asset Management, LLC315.13KMar 31, 26+64.02K0.21%
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC313.81KMar 31, 26+32.33K0.21%
MORTON COMMUNITY BANK313.35KMar 31, 26+3.77K0.21%
MGO ONE SEVEN LLC312.78KMar 31, 26+13.75K0.21%
Addison Advisors LLC311.09KMar 31, 26+18.27K0.21%
BCS Wealth Management284.03KMar 31, 26-262.56K0.19%
HOWARD WEALTH MANAGEMENT, LLC283.99KMar 31, 26+8.55K0.19%
JPMORGAN CHASE & CO278.03KMar 31, 26+163.62K0.18%
Farnam Financial LLC275.75KMar 31, 26+20.75K0.18%
Gladstone Institutional Advisory LLC263.13KMar 31, 26+13.70K0.17%
Red Spruce Capital, LLC260.03KMar 31, 26+178.11K0.17%
Trilogy Capital Inc.246.96KMar 31, 26+9.64K0.16%
Private Advisor Group, LLC235.21KMar 31, 26+23.66K0.16%
Beacon Pointe Advisors, LLC233.21KMar 31, 26+104.47K0.15%
CAPTRUST FINANCIAL ADVISORS232.24KMar 31, 26+40.65K0.15%
HENGEHOLD CAPITAL MANAGEMENT LLC231.30KMar 31, 26+192.94K0.15%
Horizons Wealth Management228.19KMar 31, 26+10.13K0.15%
Colonial Trust Co / SC227.91KMar 31, 26+19.67K0.15%
Equitable Holdings, Inc.227.40KMar 31, 26+20.31K0.15%
Souders Financial Advisors227.09KMar 31, 26+3.50K0.15%
Parisi Gray Wealth Management223.29KMar 31, 26+78.25K0.15%
Atria Investments, Inc219.55KMar 31, 26+4.97K0.15%
Geneos Wealth Management Inc.216.05KMar 31, 26+11.47K0.14%
Laurel Wealth Advisors LLC207.39KMar 31, 26+55.38K0.14%
CITADEL ADVISORS LLC205.96KMar 31, 26+205.96K0.14%
Evergreen Wealth Solutions, LLC202.74KMar 31, 26+3.04K0.13%
NOVARE CAPITAL MANAGEMENT LLC202.15KMar 31, 26+5.04K0.13%
STEPHENS INC /AR/198.36KMar 31, 26+15.98K0.13%
WEBSTER BANK, N. A.196.66KMar 31, 26+137.41K0.13%
Kestra Advisory Services, LLC195.84KMar 31, 26-16.62K0.13%
Prospera Financial Services Inc194.73KMar 31, 26+20.19K0.13%
Aptus Capital Advisors, LLC192.89KMar 31, 26-3.47M0.13%
Infinity Wealth Counsel, LLC184.97KMar 31, 26+1.53K0.12%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management183.58KMar 31, 26+2.02K0.12%
S.E.E.D. Planning Group LLC181.42KMar 31, 26+2.89K0.12%
Opulen Financial Group LLC173.87KMar 31, 26+12.42K0.11%
Old Port Advisors172.46KMar 31, 26+26.46K0.11%
GUARDIAN WEALTH ADVISORS, LLC / NC163.17KMar 31, 26+4.62K0.11%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO161.13KMar 31, 26+47.32K0.11%
EVEXIA WEALTH LLC152.36KMar 31, 26+22.00K0.10%
Aspen Investment Management Inc151.23KMar 31, 26+5750.10%
AlphaStar Capital Management, LLC146.02KMar 31, 26+8.66K0.10%
Ironwood Financial, llc145.22KMar 31, 26-650.10%
KEYBANK NATIONAL ASSOCIATION/OH141.76KMar 31, 26-86.66K0.09%
Ellevest, Inc.137.93KMar 31, 26+1.13K0.09%
Integrated Wealth Concepts LLC136.80KMar 31, 26+45.62K0.09%
SILVERLAKE WEALTH MANAGEMENT LLC130.08KMar 31, 26+34.64K0.09%
Oliver Luxxe Assets LLC129.93KMar 31, 26+5.63K0.09%
HUNTINGTON NATIONAL BANK126.25KMar 31, 26-16.73K0.08%
VestGen Advisors, LLC125.78KMar 31, 26+24.88K0.08%
Heritage Trust Co121.58KMar 31, 26+28.46K0.08%
CRA Financial Services, LLC121.44KMar 31, 26+46.22K0.08%
Pacific Wealth Strategies Group, Inc.114.71KMar 31, 26+31.93K0.08%
Sigma Planning Corp114.43KMar 31, 26+4.05K0.08%
TRUIST FINANCIAL CORP113.34KMar 31, 26+13.33K0.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC112.92KMar 31, 26-88.34K0.07%
True Vision MN LLC112.03KMar 31, 26+1.49K0.07%
REUTER JAMES WEALTH MANAGEMENT, LLC110.71KMar 31, 26+37.06K0.07%
Legacy Wealth Management, LLC / MS102.01KMar 31, 26+4.22K0.07%
SEMITAM BONAM LLC101.09KMar 31, 26+8.52K0.07%
MERCER GLOBAL ADVISORS INC /ADV94.46KMar 31, 26-784.03K0.06%
Oder Investment Management, LLC93.53KMar 31, 26+7.04K0.06%
FCA CORP /TX92.30KMar 31, 26+10.96K0.06%
G2 CAPITAL MANAGEMENT, LLC / OH86.36KMar 31, 26+9350.06%
BUTENSKY & COHEN FINANCIAL SECURITY, INC82.89KMar 31, 26+5.69K0.05%
Hennion & Walsh Asset Management, Inc.82.86KMar 31, 26+11.10K0.05%
SAWGRASS ASSET MANAGEMENT LLC82.72KMar 31, 26-6750.05%
ArborFi Advisors, LLC79.40KMar 31, 26+2.66K0.05%
HighTower Advisors, LLC79.32KMar 31, 26+9.47K0.05%
River Wealth Advisors LLC79.09KMar 31, 26+4.50K0.05%
OLD MISSION CAPITAL LLC78.38KMar 31, 26+78.38K0.05%
Matthew Goff Investment Advisor, LLC77.58KMar 31, 26-4.47K0.05%
CONTINUUM WEALTH ADVISORS, LLC72.63KMar 31, 26+15.65K0.05%
EVERPAR ADVISORS LLC71.98KMar 31, 26+4.90K0.05%
KESTRA PRIVATE WEALTH SERVICES, LLC71.36KMar 31, 26-1110.05%
Apeiron RIA LLC68.91KMar 31, 26+9.79K0.05%
Meridian Financial Partners LLC67.83KMar 31, 26+48.92K0.04%
Wingate Wealth Advisors, Inc.67.55KMar 31, 26+2.06K0.04%
Kohmann Bosshard Financial Services, LLC63.75KMar 31, 26--0.04%
VISTA INVESTMENT MANAGEMENT63.29KMar 31, 26+6.86K0.04%
Independence Bank of Kentucky62.66KMar 31, 26+2.22K0.04%
Unified Investment Management62.62KMar 31, 26+1.48K0.04%
Key FInancial Inc60.95KMar 31, 26+3.54K0.04%
Creative Planning60.52KMar 31, 26+5.03K0.04%
Leo Wealth, LLC57.65KMar 31, 26+6480.04%
Segment Wealth Management, LLC57.58KMar 31, 26+3.60K0.04%
WHITENER CAPITAL MANAGEMENT, INC.55.30KMar 31, 26+23.44K0.04%
HANOVER ADVISORS INC55.16KMar 31, 26+4.27K0.04%
Apella Capital, LLC54.99KMar 31, 26-1.88K0.04%
Redwood Financial Network Corp51.16KMar 31, 26+7.12K0.03%
OLD POINT TRUST & FINANCIAL SERVICES N A50.66KMar 31, 26+3.40K0.03%
FIFTH THIRD BANCORP49.96KMar 31, 26+48.80K0.03%
HARBOUR INVESTMENTS, INC.49.93KMar 31, 26+9.50K0.03%
Cordatus Wealth Management LLC49.92KMar 31, 26+6.18K0.03%
Capital Analysts, LLC48.94KMar 31, 26-8430.03%
Western Financial Corp/CA48.15KMar 31, 26-2.04K0.03%
RPg Family Wealth Advisory, LLC48.01KMar 31, 26+7.24K0.03%
Net Worth Advisory Group47.83KMar 31, 26+12.00K0.03%
Redmond Asset Management, LLC47.79KMar 31, 26+2.34K0.03%
4Thought Financial Group Inc.46.26KMar 31, 26+3.00K0.03%
Steward Partners Investment Advisory, LLC45.03KMar 31, 26+14.20K0.03%
Allworth Financial LP44.51KMar 31, 26+5000.03%
Newport Capital Group, LLC41.80KMar 31, 26--0.03%
First Command Advisory Services, Inc.41.54KMar 31, 26+3.53K0.03%
Cypress Wealth Services, LLC40.97KMar 31, 26-5.53K0.03%
Kingsview Wealth Management, LLC40.20KMar 31, 26+3.23K0.03%
SAX WEALTH ADVISORS, LLC40.12KMar 31, 26--0.03%
EP Wealth Advisors, LLC39.62KMar 31, 26-9.09K0.03%
Coordinated Financial Services, Inc.37.20KMar 31, 26+1040.02%
SJS Investment Consulting Inc.36.81KMar 31, 26+14.52K0.02%
American Institute for Advanced Investment Management, LLP36.39KMar 31, 26+6.41K0.02%
Vantage Point Financial LLC35.91KMar 31, 26+1500.02%
Accurate Wealth Management, LLC35.81KMar 31, 26+6.79K0.02%
Hobbs Group Advisors, LLC35.65KMar 31, 26+3230.02%
Golden Reserve Retirement LLC34.73KMar 31, 26+19.73K0.02%
BROWN ADVISORY INC34.14KMar 31, 26-8000.02%
HB Wealth Management, LLC33.96KMar 31, 26+2.11K0.02%
Allen Capital Group, LLC33.03KMar 31, 26-2.39K0.02%
Genesis Wealth Advisors, LLC32.35KMar 31, 26--0.02%
Goodman Financial Corp31.63KMar 31, 26--0.02%
Cerity Partners LLC31.16KMar 31, 26--0.02%
MONTAG A & ASSOCIATES INC31.11KMar 31, 26-7.87K0.02%
XY Planning Network, Inc.30.69KMar 31, 26-44.79K0.02%
Foundations Investment Advisors, LLC29.43KMar 31, 26+1720.02%
Insight Wealth Partners, LLC28.88KMar 31, 26+2680.02%
MISSION WEALTH MANAGEMENT, LP28.47KMar 31, 26+28.47K0.02%
Mariner, LLC28.19KMar 31, 26+3.84K0.02%
PRINCIPAL SECURITIES, INC.28.18KMar 31, 26-1.33K0.02%
PRIVATE TRUST CO NA27.82KMar 31, 26+18.41K0.02%
UNITED CAPITAL FINANCIAL ADVISERS, LLC27.68KMar 31, 26+8.52K0.02%
Axis Wealth Partners, LLC27.68KMar 31, 26-950.02%
Kessler Investment Group, LLC27.51KMar 31, 26+920.02%
OLD NATIONAL BANCORP /IN/26.89KMar 31, 26+26.89K0.02%
Wealth Quarterback LLC26.57KMar 31, 26+4.56K0.02%
First Fiduciary Investment Counsel, Inc.26.27KMar 31, 26--0.02%
Waverly Advisors, LLC25.87KMar 31, 26+6110.02%
Roundview Capital LLC25.35KMar 31, 26--0.02%
Aprio Wealth Management, LLC24.80KMar 31, 26+6.32K0.02%
Sensible Money, LLC24.75KMar 31, 26+1.39K0.02%
Stratos Wealth Partners, LTD.24.67KMar 31, 26+690.02%
Sequoia Financial Advisors, LLC23.21KMar 31, 26--0.02%
WORLD EQUITY GROUP, INC.23.02KMar 31, 26--0.02%
FIRST HORIZON CORP22.86KMar 31, 26-2750.02%
SNS Financial Group, LLC22.73KMar 31, 26+6.05K0.02%
Brown Financial Advisory22.73KMar 31, 26--0.02%
Redhawk Wealth Advisors, Inc.22.69KMar 31, 26+2020.01%
Koss-Olinger Consulting, LLC22.38KMar 31, 26+22.38K0.01%
Summit Financial, LLC22.37KMar 31, 26+2.76K0.01%
Western Wealth Management, LLC22.36KMar 31, 26+7000.01%
INDEPENDENT FINANCIAL GROUP, LLC21.96KMar 31, 26+330.01%
Strategic Family Wealth Counselors, L.L.C.21.61KMar 31, 26+1550.01%
Pinnacle Financial Group, LLC / IL20.75KMar 31, 26+340.01%
Capital Investment Advisors, LLC20.31KMar 31, 26+3850.01%
Meriwether Wealth & Planning, LLC19.34KMar 31, 26+19.34K0.01%
AQR CAPITAL MANAGEMENT LLC19.11KMar 31, 26-1.73K0.01%
Berger Financial Group, Inc18.66KMar 31, 26--0.01%
LaSalle St. Investment Advisors, LLC18.55KMar 31, 26+1.22K0.01%
Larson Financial Group LLC18.41KMar 31, 26+1710.01%
YANKCOM Partnership17.97KMar 31, 26--0.01%
Farther Finance Advisors, LLC17.87KMar 31, 26-6.28K0.01%
Resources Investment Advisors, LLC.17.87KMar 31, 26+17.87K0.01%
Pinnacle Bancorp, Inc.16.63KMar 31, 26--0.01%
Tassel Capital Management, Inc.16.58KMar 31, 26+1530.01%
SIGMA INVESTMENT COUNSELORS INC16.57KMar 31, 26--0.01%
Venture Visionary Partners LLC15.77KMar 31, 26+3950.01%
Crews Bank & Trust15.50KMar 31, 26--0.01%
Clark Capital Management Group, Inc.15.12KMar 31, 26--0.01%
Wealthcare Advisory Partners LLC15.07KMar 31, 26+3570.01%
Strathmore Capital Advisors, Inc.14.75KMar 31, 26--0.01%
RVW Wealth, LLC14.41KMar 31, 26+1.30K0.01%
DAVENPORT & Co LLC14.14KMar 31, 26--0.01%
Dynamic Advisor Solutions LLC13.89KMar 31, 26+1500.01%
Golden State Equity Partners13.83KMar 31, 26+13.83K0.01%
Flaharty Asset Management, LLC13.60KMar 31, 26--0.01%
Quartz Partners, LLC13.52KMar 31, 26-1.85K0.01%
Savvy Advisors, Inc.12.59KMar 31, 26+12.59K0.01%
Comprehensive Financial Consultants Institutional, Inc.12.56KMar 31, 26-5010.01%
CIBC WORLD MARKET INC.12.00KMar 31, 26--0.01%
U.S. Capital Wealth Advisors, LLC11.95KMar 31, 26--0.01%
DOVER ADVISORS, LLC11.93KMar 31, 26--0.01%
CreativeOne Wealth, LLC11.83KMar 31, 26+5970.01%
Integris Wealth Management, LLC11.80KMar 31, 26+1280.01%
Foundry Financial Group, Inc.11.78KMar 31, 26--0.01%
Savant Capital, LLC11.73KMar 31, 26+11.73K0.01%
Clearstead Trust, LLC11.71KMar 31, 26-4820.01%
Strid Group, LLC11.70KMar 31, 26+11.70K0.01%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11.60KMar 31, 26+1980.01%
Bill Few Associates, Inc.11.60KMar 31, 26--0.01%
Valmark Advisers, Inc.11.54KMar 31, 26+11.54K0.01%
Claris Financial LLC11.52KMar 31, 26+560.01%
BENJAMIN EDWARDS INC11.51KMar 31, 26--0.01%
Concurrent Investment Advisors, LLC11.34KMar 31, 26-2.38K0.01%
Darden Wealth Group Inc11.00KMar 31, 26--0.01%
GTS SECURITIES LLC10.99KMar 31, 26-10.86K0.01%
LEVEL FOUR ADVISORY SERVICES, LLC10.91KMar 31, 26+10.91K0.01%
Certified Advisory Corp10.82KMar 31, 26-2.02K0.01%
MEMBERS WEALTH LLC10.80KMar 31, 26--0.01%
Commonwealth Financial Services, LLC10.69KMar 31, 26+1080.01%
MORRIS FINANCIAL CONCEPTS, INC.10.61KMar 31, 26--0.01%
Advisory Services Network, LLC8.08KMar 31, 26-11.47K0.01%
Ashton Thomas Private Wealth, LLC7.61KMar 31, 26+7.61K0.01%
US BANCORP \DE\6.66KMar 31, 26+3.31K0.00%
Westside Investment Management, Inc.6.21KMar 31, 26--0.00%
FAS Wealth Partners, Inc.6.02KMar 31, 26+650.00%
AE Wealth Management LLC6.02KMar 31, 26+4.69K0.00%
Davis Capital Management5.70KMar 31, 26-1800.00%
United Community Bank5.50KMar 31, 26+5.50K0.00%
IFP Advisors, Inc5.01KMar 31, 26+1.90K0.00%
Rockefeller Capital Management L.P.4.86KMar 31, 26+2.54K0.00%
AdvisorNet Financial, Inc4.42KMar 31, 26--0.00%
Marquette Asset Management, LLC4.37KMar 31, 26+140.00%
CBIZ Investment Advisory Services, LLC4.29KMar 31, 26+4.29K0.00%
FMR LLC3.62KMar 31, 26-8280.00%
JPL Wealth Management, LLC3.35KMar 31, 26+3.35K0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC3.18KMar 31, 26--0.00%
Ancora Advisors, LLC2.77KMar 31, 26-13.45K0.00%
OLD SECOND NATIONAL BANK OF AURORA2.66KMar 31, 26--0.00%
Topsail Wealth Management, LLC2.40KMar 31, 26+9000.00%
IFG Advisory, LLC2.10KMar 31, 26+2.10K0.00%
HARBOR INVESTMENT ADVISORY, LLC1.82KMar 31, 26--0.00%
AlphaCore Capital LLC1.81KMar 31, 26--0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1.79KMar 31, 26+1.38K0.00%
PNC FINANCIAL SERVICES GROUP, INC.1.56KMar 31, 26-1390.00%
GAMMA Investing LLC1.40KMar 31, 26+160.00%
FARMERS & MERCHANTS INVESTMENTS INC1.33KMar 31, 26+1.33K0.00%
Smithfield Trust Co1.15KMar 31, 26--0.00%
City State Bank1.06KMar 31, 26+1.06K0.00%
Aspect Partners, LLC1.06KMar 31, 26--0.00%
NBC SECURITIES, INC.732Mar 31, 26+100.00%
Rossby Financial, LCC683Mar 31, 26+3220.00%
BankPlus Trust Department534Mar 31, 26+5340.00%
Sound Income Strategies, LLC392Mar 31, 26--0.00%
Community Bank, N.A.380Mar 31, 26--0.00%
Ameritas Investment Partners, Inc.345Mar 31, 26+40.00%
DiNuzzo Private Wealth, Inc.343Mar 31, 26--0.00%
First PREMIER Bank220Mar 31, 26--0.00%
Spire Wealth Management183Mar 31, 26--0.00%
Lummis Asset Management, LP162Mar 31, 26--0.00%
Imprint Wealth LLC140Mar 31, 26--0.00%
EVOLUTION WEALTH MANAGEMENT INC.94Mar 31, 26--0.00%
VANGUARD ADVISERS INC79Mar 31, 26+790.00%
Golden State Wealth Management, LLC59Mar 31, 26+10.00%
Elevated Capital Advisors, LLC13Mar 31, 26-250.00%
GOLDMAN SACHS GROUP INC--Mar 31, 26-24.57K--
J.W. COLE ADVISORS, INC.--Mar 31, 26-78.13K--
RFG Advisory, LLC--Mar 31, 26-23.02K--
Ronald Blue Trust, Inc.--Mar 31, 26-984--
Y.D. More Investments Ltd--Mar 31, 26-2.10K--
Diversified Portfolios, Inc.--Mar 31, 26-14.48K--
HM PAYSON & CO--Mar 31, 26-65--
THRIVENT FINANCIAL FOR LUTHERANS--Mar 31, 26-560.12K--
ROVIN CAPITAL /UT/ /ADV124.71KDec 31, 25-1.67K0.08%
COMERICA BANK50.31KDec 31, 25+8.25K0.03%
ORG Partners LLC12.48KDec 31, 25+5400.01%
Global Retirement Partners, LLC937Dec 31, 25+2690.00%
Blue Barn Wealth, LLC--Dec 31, 25-68.49K--
Vishria Bird Financial Group, LLC443.20KSep 30, 25-3.85K0.29%
Sterling Financial Group, Inc.20.47KSep 30, 25+20.47K0.01%
OPTIMUM INVESTMENT ADVISORS4.10KSep 30, 25+8000.00%
AVANTAX ADVISORY SERVICES, INC.114.97KJun 30, 25-840.08%
Exchange Capital Management, Inc.44.83KJun 30, 25-1720.03%
Congress Wealth Management LLC / DE /40.19KJun 30, 25+1390.03%
Tyler-Stone Wealth Management37.00KJun 30, 25--0.02%
SUMMIT INVESTMENT ADVISORS, INC.23.98KJun 30, 25+1.14K0.02%
First Horizon Advisors, Inc.23.97KJun 30, 25+2000.02%
Monterey Private Wealth, Inc.28.17KMar 31, 25+11.51K0.02%
Coordinated Financial Services, Inc./CO25.17KMar 31, 25+25.17K0.02%
Delta Financial Group, Inc.20.01KMar 31, 25+20.01K0.01%
Aveo Capital Partners, LLC--Mar 31, 25-16.64K--
Kades & Cheifetz LLC16.74KDec 31, 24+820.01%
Householder Group Estate & Retirement Specialist, LLC--Dec 31, 24-764--
RAYMOND JAMES & ASSOCIATES2.55MSep 30, 24+1.06M1.69%
Raymond James Financial Services Advisors, Inc.679.33KSep 30, 24+90.81K0.45%
Argent Financial Group, Inc.24.80KSep 30, 24+24.80K0.02%
Source Financial Advisors LLC10.57KSep 30, 24-7680.01%
New Potomac Partners, LLC1.00KSep 30, 24+1.00K0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.10.98KJun 30, 24+2.09K0.01%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC2.41MMar 31, 24+329.14K1.59%
Financial Advisory Group75.72KMar 31, 24+8.95K0.05%
Cetera Advisors LLC21.15KMar 31, 24+3.02K0.01%
Cetera Advisor Networks LLC18.65KMar 31, 24+3.51K0.01%
COLONY GROUP LLC252.39KSep 30, 23-8.48K0.17%
First Command Bank6.87KJun 30, 23+890.00%
First Command Financial Services, Inc.6.87KJun 30, 23+890.00%
Vigilant Capital Management, LLC5.75KJun 30, 23-1.08K0.00%
Sargent Bickham Lagudis LLC3.81KDec 31, 22--0.00%

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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.