BSCV(BSCV)
BSCV
Institutional Ownership
Top 260 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 10.83M | Jun 30, 26 | +188.51K | 9.98% |
| MORGAN STANLEY | 7.68M | Jun 30, 26 | +621.89K | 7.07% |
| RAYMOND JAMES FINANCIAL INC | 4.29M | Jun 30, 26 | +337.10K | 3.95% |
| LPL Financial LLC | 3.51M | Jun 30, 26 | +902.35K | 3.24% |
| Atlantic Union Bankshares Corp | 3.07M | Jun 30, 26 | +628.50K | 2.83% |
| Invesco Ltd. | 2.45M | Jun 30, 26 | +327.11K | 2.25% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2.40M | Jun 30, 26 | -287.93K | 2.21% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2.40M | Jun 30, 26 | +147.38K | 2.21% |
| WELLS FARGO & COMPANY/MN | 2.18M | Jun 30, 26 | +172.02K | 2.01% |
| BANK OF AMERICA CORP /DE/ | 2.18M | Jun 30, 26 | +132.33K | 2.01% |
| UBS Group AG | 1.82M | Jun 30, 26 | +521.30K | 1.68% |
| ROYAL BANK OF CANADA | 1.65M | Jun 30, 26 | +262.88K | 1.52% |
| MONECO Advisors, LLC | 1.58M | Jun 30, 26 | +119.04K | 1.46% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 1.57M | Jun 30, 26 | +61.99K | 1.45% |
| Capital Investment Counsel, LLC | 1.34M | Jun 30, 26 | +25.08K | 1.23% |
| STIFEL FINANCIAL CORP | 1.31M | Jun 30, 26 | +47.63K | 1.21% |
| Headland Capital, LLC | 1.30M | Jun 30, 26 | +113.81K | 1.20% |
| Waverly Advisors, LLC | 1.26M | Jun 30, 26 | +1.23M | 1.16% |
| Clark Asset Management, LLC | 1.15M | Jun 30, 26 | +174.68K | 1.06% |
| Baird Financial Group, Inc. | 1.05M | Jun 30, 26 | +66.86K | 0.97% |
| Janney Montgomery Scott LLC | 1.03M | Jun 30, 26 | +38.27K | 0.95% |
| GPM Growth Investors, Inc. | 991.89K | Jun 30, 26 | +991.89K | 0.91% |
| MAI Capital Management | 974.09K | Jun 30, 26 | +74.97K | 0.90% |
| Legacy Financial Group LLC | 846.27K | Jun 30, 26 | +258.85K | 0.78% |
| ENVESTNET ASSET MANAGEMENT INC | 750.71K | Jun 30, 26 | +126.97K | 0.69% |
| JONES FINANCIAL COMPANIES LLLP | 688.53K | Jun 30, 26 | +107.25K | 0.63% |
| COOKSON PEIRCE & CO INC | 666.95K | Jun 30, 26 | +17.34K | 0.61% |
| CENTRAL VALLEY ADVISORS, LLC | 663.37K | Jun 30, 26 | +25.02K | 0.61% |
| DAVIS R M INC | 653.04K | Jun 30, 26 | +230.97K | 0.60% |
| AMJ Financial Wealth Management | 622.50K | Jun 30, 26 | -- | 0.57% |
| Lido Advisors, LLC | 612.34K | Jun 30, 26 | +21.14K | 0.56% |
| Hills Bank & Trust Co | 602.86K | Jun 30, 26 | -2.02M | 0.56% |
| Goepper Burkhardt LLC | 588.20K | Jun 30, 26 | +71.33K | 0.54% |
| Cornerstone Planning, LLC | 586.70K | Jun 30, 26 | +16.01K | 0.54% |
| Modern Wealth Management, LLC | 549.84K | Jun 30, 26 | +32.93K | 0.51% |
| Asset Dedication, LLC | 549.14K | Jun 30, 26 | +22.92K | 0.51% |
| ADVISOR GROUP HOLDINGS, INC. | 548.15K | Jun 30, 26 | +29.33K | 0.51% |
| AMERIPRISE FINANCIAL INC | 512.47K | Jun 30, 26 | +267.23K | 0.47% |
| KIRR MARBACH & CO LLC /IN/ | 488.16K | Jun 30, 26 | -3.15K | 0.45% |
| JANE STREET GROUP, LLC | 485.74K | Jun 30, 26 | +78.56K | 0.45% |
| TCG Advisory Services, LLC | 477.24K | Jun 30, 26 | +43.67K | 0.44% |
| Marietta Wealth Management, LLC | 476.34K | Jun 30, 26 | +24.41K | 0.44% |
| MML INVESTORS SERVICES, LLC | 464.25K | Jun 30, 26 | +82.55K | 0.43% |
| Kestra Advisory Services, LLC | 456.90K | Jun 30, 26 | +335.68K | 0.42% |
| Sanctuary Advisors, LLC | 453.79K | Jun 30, 26 | -171.33K | 0.42% |
| Red Spruce Capital, LLC | 422.26K | Jun 30, 26 | +380.67K | 0.39% |
| Decker Wealth Management LLC | 409.51K | Jun 30, 26 | -76.22K | 0.38% |
| Carmel Capital Partners, LLC | 395.17K | Jun 30, 26 | +4.78K | 0.36% |
| VAUGHAN DAVID INVESTMENTS LLC/IL | 374.29K | Jun 30, 26 | +28.55K | 0.34% |
| Waycross Investment Management Co | 372.85K | Jun 30, 26 | +1.36K | 0.34% |
| TRUIST FINANCIAL CORP | 369.08K | Jun 30, 26 | +322.53K | 0.34% |
| Apollon Wealth Management, LLC | 347.48K | Jun 30, 26 | +347.48K | 0.32% |
| Cetera Investment Advisers | 325.89K | Jun 30, 26 | +70.76K | 0.30% |
| BCS Wealth Management | 312.33K | Jun 30, 26 | +6.87K | 0.29% |
| NorthAvenue LLC | 303.72K | Jun 30, 26 | +15.87K | 0.28% |
| STEPHENS INC /AR/ | 301.79K | Jun 30, 26 | +14.15K | 0.28% |
| Colonial Trust Advisors | 283.09K | Jun 30, 26 | +36.53K | 0.26% |
| MORTON COMMUNITY BANK | 268.40K | Jun 30, 26 | +19.97K | 0.25% |
| Straight Path Wealth Management | 263.72K | Jun 30, 26 | +1.01K | 0.24% |
| Ledgewood Wealth Advisors, LLC | 254.29K | Jun 30, 26 | +9.64K | 0.23% |
| Carroll Advisory Group, LLC | 249.39K | Jun 30, 26 | +35.15K | 0.23% |
| NOVARE CAPITAL MANAGEMENT LLC | 221.57K | Jun 30, 26 | +18.72K | 0.20% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 220.53K | Jun 30, 26 | +12.23K | 0.20% |
| AA Financial Advisors, LLC | 215.47K | Jun 30, 26 | -5.42K | 0.20% |
| Infinity Wealth Counsel, LLC | 202.53K | Jun 30, 26 | +14.43K | 0.19% |
| Farnam Financial LLC | 194.07K | Jun 30, 26 | +7.41K | 0.18% |
| Opulen Financial Group LLC | 193.04K | Jun 30, 26 | +7.05K | 0.18% |
| Wilkins Miller Wealth Management, LLC | 180.95K | Jun 30, 26 | +1.83K | 0.17% |
| Savvy Advisors, Inc. | 176.93K | Jun 30, 26 | +176.93K | 0.16% |
| Addison Advisors LLC | 175.11K | Jun 30, 26 | -186.61K | 0.16% |
| Carnegie Capital Asset Management, LLC | 174.50K | Jun 30, 26 | +58.70K | 0.16% |
| CAPTRUST FINANCIAL ADVISORS | 164.33K | Jun 30, 26 | +24.56K | 0.15% |
| REUTER JAMES WEALTH MANAGEMENT, LLC | 157.45K | Jun 30, 26 | +88.80K | 0.15% |
| Heritage Trust Co | 155.15K | Jun 30, 26 | +37.43K | 0.14% |
| Equitable Holdings, Inc. | 153.90K | Jun 30, 26 | +11.31K | 0.14% |
| WEBSTER BANK, N. A. | 153.56K | Jun 30, 26 | +153.56K | 0.14% |
| Cambridge Investment Research Advisors, Inc. | 152.96K | Jun 30, 26 | +37.36K | 0.14% |
| LeClair Wealth Partners LLC | 150.85K | Jun 30, 26 | +150.85K | 0.14% |
| SFE Investment Counsel | 145.02K | Jun 30, 26 | +17.42K | 0.13% |
| HUNTINGTON NATIONAL BANK | 138.45K | Jun 30, 26 | +23.42K | 0.13% |
| COMMONWEALTH EQUITY SERVICES, LLC | 134.67K | Jun 30, 26 | +11.84K | 0.12% |
| Colonial Trust Co / SC | 126.38K | Jun 30, 26 | +8.56K | 0.12% |
| NewEdge Advisors, LLC | 120.39K | Jun 30, 26 | -4.79K | 0.11% |
| Ellevest, Inc. | 120.28K | Jun 30, 26 | +4.67K | 0.11% |
| ProVise Management Group, LLC | 114.52K | Jun 30, 26 | +62.88K | 0.11% |
| SAWGRASS ASSET MANAGEMENT LLC | 100.02K | Jun 30, 26 | -4.88K | 0.09% |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | 98.38K | Jun 30, 26 | +5.00K | 0.09% |
| Independence Bank of Kentucky | 94.92K | Jun 30, 26 | +9.55K | 0.09% |
| Oliver Luxxe Assets LLC | 92.89K | Jun 30, 26 | +32.22K | 0.09% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 91.41K | Jun 30, 26 | +14.26K | 0.08% |
| EVERPAR ADVISORS LLC | 90.60K | Jun 30, 26 | +10.19K | 0.08% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 90.22K | Jun 30, 26 | +1.05K | 0.08% |
| Golden Reserve Retirement LLC | 89.75K | Jun 30, 26 | +25.00K | 0.08% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 88.40K | Jun 30, 26 | -2.60K | 0.08% |
| ArborFi Advisors, LLC | 84.79K | Jun 30, 26 | +3.21K | 0.08% |
| J.W. COLE ADVISORS, INC. | 83.67K | Jun 30, 26 | +83.67K | 0.08% |
| River Wealth Advisors LLC | 80.45K | Jun 30, 26 | -2.42K | 0.07% |
| Kinetic Wealth Investment Advisors LLC | 78.68K | Jun 30, 26 | +78.68K | 0.07% |
| Clearstead Advisors, LLC | 77.86K | Jun 30, 26 | +11.78K | 0.07% |
| Ark Wealth Advisors LLC | 77.65K | Jun 30, 26 | +15.84K | 0.07% |
| Farther Finance Advisors, LLC | 72.42K | Jun 30, 26 | +3.27K | 0.07% |
| Avise Financial Cooperative, Inc. | 70.83K | Jun 30, 26 | +6.68K | 0.07% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 69.88K | Jun 30, 26 | +6.49K | 0.06% |
| CITADEL ADVISORS LLC | 68.55K | Jun 30, 26 | -6.61K | 0.06% |
| Atria Investments, Inc | 66.40K | Jun 30, 26 | -102.93K | 0.06% |
| CONTINUUM WEALTH ADVISORS, LLC | 66.30K | Jun 30, 26 | +6.00K | 0.06% |
| CVFG LLC | 62.57K | Jun 30, 26 | -- | 0.06% |
| Redmond Asset Management, LLC | 61.37K | Jun 30, 26 | +4.44K | 0.06% |
| Legacy Wealth Management, LLC / MS | 61.15K | Jun 30, 26 | +11.38K | 0.06% |
| Beacon Pointe Advisors, LLC | 59.13K | Jun 30, 26 | +4.16K | 0.05% |
| VestGen Advisors, LLC | 57.12K | Jun 30, 26 | +12.43K | 0.05% |
| Parallel Advisors, LLC | 55.21K | Jun 30, 26 | +55.21K | 0.05% |
| FCA CORP /TX | 54.04K | Jun 30, 26 | +1.90K | 0.05% |
| PRINCIPAL SECURITIES, INC. | 51.10K | Jun 30, 26 | +4.61K | 0.05% |
| Kohmann Bosshard Financial Services, LLC | 48.98K | Jun 30, 26 | -- | 0.05% |
| Integrated Wealth Concepts LLC | 48.90K | Jun 30, 26 | +9.44K | 0.05% |
| Apella Capital, LLC | 47.48K | Jun 30, 26 | +898 | 0.04% |
| Aprio Wealth Management, LLC | 45.59K | Jun 30, 26 | +33.90K | 0.04% |
| IMA Wealth, Inc. | 45.25K | Jun 30, 26 | +45.25K | 0.04% |
| Allen Capital Group, LLC | 41.28K | Jun 30, 26 | +3.90K | 0.04% |
| HANOVER ADVISORS INC | 41.18K | Jun 30, 26 | +6.37K | 0.04% |
| Concurrent Investment Advisors, LLC | 40.50K | Jun 30, 26 | +40.50K | 0.04% |
| Geneos Wealth Management Inc. | 39.85K | Jun 30, 26 | +818 | 0.04% |
| SAX WEALTH ADVISORS, LLC | 37.33K | Jun 30, 26 | +9.23K | 0.03% |
| Stratos Wealth Partners, LTD. | 35.30K | Jun 30, 26 | -- | 0.03% |
| Wealth Quarterback LLC | 34.45K | Jun 30, 26 | +5.35K | 0.03% |
| Hobbs Group Advisors, LLC | 34.40K | Jun 30, 26 | -8.80K | 0.03% |
| HARBOUR INVESTMENTS, INC. | 33.48K | Jun 30, 26 | +12.84K | 0.03% |
| Ironwood Financial, llc | 32.84K | Jun 30, 26 | +430 | 0.03% |
| Apeiron RIA LLC | 31.53K | Jun 30, 26 | -40.55K | 0.03% |
| First Command Advisory Services, Inc. | 31.49K | Jun 30, 26 | +17.86K | 0.03% |
| Axis Wealth Partners, LLC | 31.19K | Jun 30, 26 | +1.26K | 0.03% |
| Buckingham Strategic Partners | 31.02K | Jun 30, 26 | +31.02K | 0.03% |
| Capital Analysts, LLC | 30.76K | Jun 30, 26 | +7.50K | 0.03% |
| Capital Investment Advisory Services, LLC | 29.00K | Jun 30, 26 | -- | 0.03% |
| Quartz Partners, LLC | 27.94K | Jun 30, 26 | -- | 0.03% |
| Redwood Financial Network Corp | 26.26K | Jun 30, 26 | +1.81K | 0.02% |
| Redhawk Wealth Advisors, Inc. | 25.91K | Jun 30, 26 | +128 | 0.02% |
| MISSION WEALTH MANAGEMENT, LP | 25.83K | Jun 30, 26 | +14.33K | 0.02% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 24.38K | Jun 30, 26 | +3.95K | 0.02% |
| JM2 Capital Inc. | 22.18K | Jun 30, 26 | +1.96K | 0.02% |
| Milestones Private Investment Advisors LLC | 22.13K | Jun 30, 26 | -825 | 0.02% |
| WHITENER CAPITAL MANAGEMENT, INC. | 22.04K | Jun 30, 26 | +3.76K | 0.02% |
| Segment Wealth Management, LLC | 21.85K | Jun 30, 26 | +1.20K | 0.02% |
| ETF Store, Inc. | 21.42K | Jun 30, 26 | +3.27K | 0.02% |
| YANKCOM Partnership | 20.73K | Jun 30, 26 | -- | 0.02% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 20.63K | Jun 30, 26 | -- | 0.02% |
| HOWARD WEALTH MANAGEMENT, LLC | 20.51K | Jun 30, 26 | -- | 0.02% |
| Capital Investment Advisors, LLC | 20.37K | Jun 30, 26 | +650 | 0.02% |
| XY Planning Network, Inc. | 19.77K | Jun 30, 26 | +231 | 0.02% |
| Tempo Wealth, LLC | 19.70K | Jun 30, 26 | -32 | 0.02% |
| AXXCESS WEALTH MANAGEMENT, LLC | 18.82K | Jun 30, 26 | +18.82K | 0.02% |
| Private Advisor Group, LLC | 18.77K | Jun 30, 26 | +243 | 0.02% |
| Sentinus, LLC | 18.48K | Jun 30, 26 | -- | 0.02% |
| Wingate Wealth Advisors, Inc. | 18.02K | Jun 30, 26 | +211 | 0.02% |
| Pinnacle Bancorp, Inc. | 17.63K | Jun 30, 26 | -- | 0.02% |
| SIGMA INVESTMENT COUNSELORS INC | 17.43K | Jun 30, 26 | -610 | 0.02% |
| Roundview Capital LLC | 16.80K | Jun 30, 26 | +16.80K | 0.02% |
| Bill Few Associates, Inc. | 16.60K | Jun 30, 26 | -- | 0.02% |
| HighTower Advisors, LLC | 16.28K | Jun 30, 26 | +1.84K | 0.02% |
| Legacy Wealth Partners, LLC | 16.13K | Jun 30, 26 | -4.02K | 0.01% |
| Gladstone Institutional Advisory LLC | 15.96K | Jun 30, 26 | +3.45K | 0.01% |
| RPg Family Wealth Advisory, LLC | 15.00K | Jun 30, 26 | -8.19K | 0.01% |
| Dynamic Advisor Solutions LLC | 14.86K | Jun 30, 26 | +173 | 0.01% |
| Vestmark Advisory Solutions, Inc. | 14.08K | Jun 30, 26 | +14.08K | 0.01% |
| CRA Financial Services, LLC | 13.57K | Jun 30, 26 | +13.57K | 0.01% |
| Accurate Wealth Management, LLC | 13.45K | Jun 30, 26 | -1.39K | 0.01% |
| Livet Wealth, LLC | 13.24K | Jun 30, 26 | +13.24K | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 12.86K | Jun 30, 26 | -64.50K | 0.01% |
| BENJAMIN EDWARDS INC | 12.62K | Jun 30, 26 | +555 | 0.01% |
| Compton Financial Group, LLC | 12.21K | Jun 30, 26 | +12.21K | 0.01% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 12.12K | Jun 30, 26 | -220 | 0.01% |
| GILL CAPITAL PARTNERS, LLC | 12.04K | Jun 30, 26 | -1.85K | 0.01% |
| Darden Wealth Group Inc | 12.00K | Jun 30, 26 | -- | 0.01% |
| Sequoia Financial Advisors, LLC | 11.79K | Jun 30, 26 | -14.28K | 0.01% |
| Kingsview Wealth Management, LLC | 11.64K | Jun 30, 26 | +591 | 0.01% |
| Berman McAleer LLC | 11.60K | Jun 30, 26 | +11.60K | 0.01% |
| Mariner, LLC | 11.50K | Jun 30, 26 | +11.50K | 0.01% |
| Somerset Trust Co | 11.45K | Jun 30, 26 | +11.45K | 0.01% |
| MINDSET WEALTH MANAGEMENT, LLC | 11.37K | Jun 30, 26 | -- | 0.01% |
| Larson Financial Group LLC | 11.22K | Jun 30, 26 | -1.49K | 0.01% |
| SENTINEL PENSION ADVISORS INC | 10.89K | Jun 30, 26 | -267 | 0.01% |
| Yoder Wealth Management, Inc. | 10.70K | Jun 30, 26 | +600 | 0.01% |
| FIFTH THIRD BANCORP | 10.65K | Jun 30, 26 | -147 | 0.01% |
| Key FInancial Inc | 10.60K | Jun 30, 26 | +350 | 0.01% |
| WORLD EQUITY GROUP, INC. | 10.52K | Jun 30, 26 | -- | 0.01% |
| RVW Wealth, LLC | 10.22K | Jun 30, 26 | -- | 0.01% |
| Knights of Columbus Asset Advisors LLC | 10.03K | Jun 30, 26 | -2.20K | 0.01% |
| Rockefeller Capital Management L.P. | 9.91K | Jun 30, 26 | -235 | 0.01% |
| US BANCORP \DE\ | 7.62K | Jun 30, 26 | -- | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 7.25K | Jun 30, 26 | -3.27K | 0.01% |
| IFP Advisors, Inc | 6.41K | Jun 30, 26 | -78 | 0.01% |
| MONTAG A & ASSOCIATES INC | 6.25K | Jun 30, 26 | -3.00K | 0.01% |
| EP Wealth Advisors, LLC | 6.23K | Jun 30, 26 | +6.23K | 0.01% |
| Marquette Asset Management, LLC | 5.63K | Jun 30, 26 | -- | 0.01% |
| BRYN MAWR TRUST Co | 5.00K | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4.63K | Jun 30, 26 | +4.03K | 0.00% |
| Sarver Vrooman Wealth Advisors | 4.50K | Jun 30, 26 | -- | 0.00% |
| SJS Investment Consulting Inc. | 4.01K | Jun 30, 26 | -- | 0.00% |
| Ashton Thomas Private Wealth, LLC | 3.91K | Jun 30, 26 | +3.91K | 0.00% |
| Davis Capital Management | 3.40K | Jun 30, 26 | +225 | 0.00% |
| Steward Partners Investment Advisory, LLC | 3.35K | Jun 30, 26 | +432 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2.56K | Jun 30, 26 | -25 | 0.00% |
| EASTERN BANK | 2.02K | Jun 30, 26 | -- | 0.00% |
| AlphaCore Capital LLC | 2.00K | Jun 30, 26 | -- | 0.00% |
| FMR LLC | 1.99K | Jun 30, 26 | -666 | 0.00% |
| Allworth Financial LP | 1.80K | Jun 30, 26 | -- | 0.00% |
| IFG Advisory, LLC | 1.67K | Jun 30, 26 | +1.67K | 0.00% |
| Global Retirement Partners, LLC | 1.46K | Jun 30, 26 | +1.46K | 0.00% |
| City State Bank | 1.34K | Jun 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 1.32K | Jun 30, 26 | +1.32K | 0.00% |
| Smithfield Trust Co | 1.31K | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 1.20K | Jun 30, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 986 | Jun 30, 26 | -61.77K | 0.00% |
| VANGUARD ADVISERS INC | 884 | Jun 30, 26 | -- | 0.00% |
| RHL GROUP, LLC | 841 | Jun 30, 26 | -- | 0.00% |
| BankPlus Trust Department | 600 | Jun 30, 26 | -- | 0.00% |
| Keating Financial Advisory Services, Inc. | 588 | Jun 30, 26 | +6 | 0.00% |
| Topsail Wealth Management, LLC | 500 | Jun 30, 26 | -- | 0.00% |
| Allspring Global Investments Holdings, LLC | 444 | Jun 30, 26 | +444 | 0.00% |
| Golden State Wealth Management, LLC | 102 | Jun 30, 26 | +1 | 0.00% |
| Caldwell Trust Co | 62 | Jun 30, 26 | +62 | 0.00% |
| Motley Fool Wealth Management, LLC | -- | Jun 30, 26 | -654.60K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -6.38K | -- |
| Gateway Wealth Partners, LLC | -- | Jun 30, 26 | -11.14K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -123.56K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -1 | -- |
| Intentional Wealth Strategies, LLC | -- | Jun 30, 26 | -2.45K | -- |
| AE Wealth Management LLC | -- | Jun 30, 26 | -274 | -- |
| OLD NATIONAL BANCORP /IN/ | -- | Jun 30, 26 | -12.66K | -- |
| Creative Planning | -- | Jun 30, 26 | -10.43K | -- |
| Colony Group, LLC | -- | Jun 30, 26 | -858.29K | -- |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -62.80K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -2.15K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -469.31K | -- |
| TruWealth Advisors, LLC | 1.24M | Mar 31, 26 | -34.47K | 1.15% |
| Horizons Wealth Management | 216.91K | Mar 31, 26 | +617 | 0.20% |
| CWM, LLC | 164.74K | Mar 31, 26 | +154.71K | 0.15% |
| Coordinated Financial Services, Inc. | 42.59K | Mar 31, 26 | -1.85K | 0.04% |
| Cherry Tree Wealth Management, LLC | 15.37K | Mar 31, 26 | -- | 0.01% |
| Prosperity Wealth Management, Inc. | 20.77K | Dec 31, 25 | +10.00K | 0.02% |
| COMERICA BANK | 9.05K | Dec 31, 25 | -26.13K | 0.01% |
| Vishria Bird Financial Group, LLC | 280.58K | Sep 30, 25 | -1.94K | 0.26% |
| Sterling Financial Group, Inc. | 26.07K | Sep 30, 25 | +2.73K | 0.02% |
| Siligmueller & Norvid Wealth Advisors LLC | -- | Sep 30, 25 | -18.48K | -- |
| Kaye Capital Management | 518.42K | Jun 30, 25 | -95.91K | 0.48% |
| Exchange Capital Management, Inc. | 188.96K | Jun 30, 25 | -5.02K | 0.17% |
| AVANTAX ADVISORY SERVICES, INC. | 48.26K | Jun 30, 25 | -612 | 0.04% |
| Coordinated Financial Services, Inc./CO | 33.68K | Mar 31, 25 | +33.68K | 0.03% |
| Aveo Capital Partners, LLC | -- | Mar 31, 25 | -18.82K | -- |
| Kades & Cheifetz LLC | 12.27K | Dec 31, 24 | +131 | 0.01% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -367 | -- |
| RAYMOND JAMES & ASSOCIATES | 2.02M | Sep 30, 24 | +154.52K | 1.86% |
| Raymond James Financial Services Advisors, Inc. | 1.17M | Sep 30, 24 | +38.01K | 1.08% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 11.51K | Jun 30, 24 | +2.30K | 0.01% |
| Cetera Advisors LLC | 49.87K | Mar 31, 24 | +28.90K | 0.05% |
| Financial Advisory Group | 29.05K | Mar 31, 24 | +29.05K | 0.03% |
| AMERICAN NATIONAL BANK & TRUST CO /VA/ | 15.25K | Mar 31, 24 | +15.25K | 0.01% |
| First Command Financial Services, Inc. | 7.64K | Jun 30, 23 | +102 | 0.01% |
| First Command Bank | 7.64K | Jun 30, 23 | +102 | 0.01% |