BSMQ(BSMQ)
BSMQ
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 335.73K | Jun 30, 26 | +1.30K | 2.77% |
| Key FInancial Inc | 292.77K | Jun 30, 26 | +99.15K | 2.42% |
| Asset Dedication, LLC | 206.62K | Jun 30, 26 | +2.36K | 1.70% |
| TCG Advisory Services, LLC | 201.28K | Jun 30, 26 | +185.51K | 1.66% |
| PRECEDENT WEALTH PARTNERS, LLC | 127.64K | Jun 30, 26 | +2.33K | 1.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | 102.87K | Jun 30, 26 | -9.57K | 0.85% |
| Legacy Private Trust Co. | 98.38K | Jun 30, 26 | -19.25K | 0.81% |
| SIGNATUREFD, LLC | 69.07K | Jun 30, 26 | -1.87K | 0.57% |
| Farnam Financial LLC | 65.73K | Jun 30, 26 | +6.80K | 0.54% |
| Resonant Capital Advisors, LLC | 62.87K | Jun 30, 26 | -956 | 0.52% |
| Cornerstone Wealth Management, LLC | 52.00K | Jun 30, 26 | +1.80K | 0.43% |
| Accurate Wealth Management, LLC | 46.65K | Jun 30, 26 | +7.99K | 0.38% |
| Kathmere Capital Management, LLC | 42.24K | Jun 30, 26 | -772 | 0.35% |
| Jacobi Capital Management LLC | 41.83K | Jun 30, 26 | +23.70K | 0.35% |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 41.35K | Jun 30, 26 | -5.82K | 0.34% |
| Kestra Advisory Services, LLC | 40.65K | Jun 30, 26 | +40.65K | 0.34% |
| Astoria Portfolio Advisors LLC. | 39.97K | Jun 30, 26 | -563 | 0.33% |
| Private Advisor Group, LLC | 39.17K | Jun 30, 26 | +634 | 0.32% |
| Clark Asset Management, LLC | 37.67K | Jun 30, 26 | +13.43K | 0.31% |
| WEBSTER BANK, N. A. | 37.03K | Jun 30, 26 | -2.10K | 0.31% |
| SENTINEL PENSION ADVISORS INC | 36.17K | Jun 30, 26 | +57 | 0.30% |
| AlphaStar Capital Management, LLC | 35.77K | Jun 30, 26 | -355 | 0.30% |
| MISSION WEALTH MANAGEMENT, LP | 32.10K | Jun 30, 26 | +32.10K | 0.26% |
| Wedmont Private Capital | 30.48K | Jun 30, 26 | +30.48K | 0.25% |
| HOWARD WEALTH MANAGEMENT, LLC | 25.73K | Jun 30, 26 | +855 | 0.21% |
| KICKSTAND VENTURES, LLC. | 24.87K | Jun 30, 26 | +5.27K | 0.21% |
| AA Financial Advisors, LLC | 23.03K | Jun 30, 26 | +10 | 0.19% |
| Crews Bank & Trust | 22.88K | Jun 30, 26 | -- | 0.19% |
| TLWM | 21.82K | Jun 30, 26 | -- | 0.18% |
| Sequoia Financial Advisors, LLC | 21.32K | Jun 30, 26 | -- | 0.18% |
| YANKCOM Partnership | 19.34K | Jun 30, 26 | -- | 0.16% |
| Soltis Investment Advisors LLC | 18.69K | Jun 30, 26 | +18.69K | 0.15% |
| Wealthcare Advisory Partners LLC | 17.75K | Jun 30, 26 | -- | 0.15% |
| Bill Few Associates, Inc. | 17.46K | Jun 30, 26 | -- | 0.14% |
| Farther Finance Advisors, LLC | 16.76K | Jun 30, 26 | +354 | 0.14% |
| Wingate Wealth Advisors, Inc. | 15.45K | Jun 30, 26 | +105 | 0.13% |
| Carnegie Capital Asset Management, LLC | 15.08K | Jun 30, 26 | -847 | 0.12% |
| Fourth Dimension Wealth, LLC | 14.94K | Jun 30, 26 | -3.11K | 0.12% |
| Cooksen Wealth, LLC | 14.78K | Jun 30, 26 | -- | 0.12% |
| River Street Advisors LLC | 14.64K | Jun 30, 26 | -8.13K | 0.12% |
| OAK FAMILY ADVISORS, LLC | 14.34K | Jun 30, 26 | -1.00K | 0.12% |
| MEMBERS WEALTH LLC | 12.96K | Jun 30, 26 | -4.35K | 0.11% |
| Opulen Financial Group LLC | 12.95K | Jun 30, 26 | +88 | 0.11% |
| Prospera Financial Services Inc | 12.91K | Jun 30, 26 | -690 | 0.11% |
| AXXCESS WEALTH MANAGEMENT, LLC | 12.66K | Jun 30, 26 | +2.10K | 0.10% |
| BridgePort Financial Solutions, LLC | 11.40K | Jun 30, 26 | -- | 0.09% |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 11.08K | Jun 30, 26 | -- | 0.09% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 11.03K | Jun 30, 26 | +1.67K | 0.09% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10.85K | Jun 30, 26 | +1.89K | 0.09% |
| Kohmann Bosshard Financial Services, LLC | 10.30K | Jun 30, 26 | -- | 0.09% |
| Foundry Financial Group, Inc. | 9.94K | Jun 30, 26 | +143 | 0.08% |
| OLD SECOND NATIONAL BANK OF AURORA | 9.69K | Jun 30, 26 | -8.50K | 0.08% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 9.31K | Jun 30, 26 | +9 | 0.08% |
| Venture Visionary Partners LLC | 8.90K | Jun 30, 26 | -- | 0.07% |
| CGN Advisors LLC | 8.87K | Jun 30, 26 | -2.73K | 0.07% |
| PRIVATE TRUST CO NA | 7.94K | Jun 30, 26 | +718 | 0.07% |
| Knights of Columbus Asset Advisors LLC | 7.05K | Jun 30, 26 | -- | 0.06% |
| IFP Advisors, Inc | 4.70K | Jun 30, 26 | -247 | 0.04% |
| Davis Capital Management | 4.03K | Jun 30, 26 | -2.17K | 0.03% |
| Collier Financial | 1.93K | Jun 30, 26 | +5 | 0.02% |
| Trust Co | 286 | Jun 30, 26 | -114 | 0.00% |
| Golden State Equity Partners | -- | Jun 30, 26 | -850 | -- |
| MACROVIEW INVESTMENT MANAGEMENT LLC | -- | Jun 30, 26 | -14.14K | -- |
| FORONJY FINANCIAL LLC | -- | Jun 30, 26 | -9.13K | -- |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -- | Jun 30, 26 | -12.34K | -- |
| Mills Wealth Advisors LLC | -- | Jun 30, 26 | -11.19K | -- |
| AdvisorNet Financial, Inc | -- | Jun 30, 26 | -604 | -- |
| LANDAAS & CO /WI /ADV | -- | Jun 30, 26 | -15.48K | -- |
| WELLS FARGO & COMPANY/MN | 610.82K | Mar 31, 26 | +5.13K | 5.04% |
| BANK OF AMERICA CORP /DE/ | 554.82K | Mar 31, 26 | +116.54K | 4.58% |
| LPL Financial LLC | 506.51K | Mar 31, 26 | -24.70K | 4.18% |
| UBS Group AG | 395.33K | Mar 31, 26 | +173.85K | 3.26% |
| Invesco Ltd. | 388.10K | Mar 31, 26 | +10.30K | 3.20% |
| RAYMOND JAMES FINANCIAL INC | 285.03K | Mar 31, 26 | +126.33K | 2.35% |
| MORGAN STANLEY | 234.07K | Mar 31, 26 | -71.63K | 1.93% |
| Summit Financial, LLC | 213.71K | Mar 31, 26 | +1.69K | 1.76% |
| ADVISOR GROUP HOLDINGS, INC. | 212.92K | Mar 31, 26 | -4.89K | 1.76% |
| ENVESTNET ASSET MANAGEMENT INC | 207.79K | Mar 31, 26 | +32.70K | 1.71% |
| Integrated Wealth Concepts LLC | 192.85K | Mar 31, 26 | +6.60K | 1.59% |
| NewEdge Advisors, LLC | 183.17K | Mar 31, 26 | +10.37K | 1.51% |
| Atlantic Union Bankshares Corp | 179.38K | Mar 31, 26 | +11.35K | 1.48% |
| Hills Bank & Trust Co | 168.63K | Mar 31, 26 | -36.07K | 1.39% |
| HighTower Advisors, LLC | 160.56K | Mar 31, 26 | -2.60K | 1.32% |
| THRIVENT FINANCIAL FOR LUTHERANS | 155.89K | Mar 31, 26 | +19.48K | 1.29% |
| OneAscent Financial Services LLC | 155.39K | Mar 31, 26 | +155.39K | 1.28% |
| MONECO Advisors, LLC | 154.75K | Mar 31, 26 | +11.48K | 1.28% |
| AMERIPRISE FINANCIAL INC | 114.16K | Mar 31, 26 | +28.20K | 0.94% |
| Colony Group, LLC | 113.49K | Mar 31, 26 | +960 | 0.94% |
| Thomas J. Herzfeld Advisors, Inc. | 98.08K | Mar 31, 26 | +98.08K | 0.81% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 96.05K | Mar 31, 26 | +8.01K | 0.79% |
| Paulson Wealth Management Inc. | 73.64K | Mar 31, 26 | +15.79K | 0.61% |
| STIFEL FINANCIAL CORP | 69.50K | Mar 31, 26 | -4.59K | 0.57% |
| MML INVESTORS SERVICES, LLC | 69.28K | Mar 31, 26 | -21.71K | 0.57% |
| Aptus Capital Advisors, LLC | 67.64K | Mar 31, 26 | +5.96K | 0.56% |
| PNC FINANCIAL SERVICES GROUP, INC. | 63.87K | Mar 31, 26 | +1.36K | 0.53% |
| Farmers National Bank | 54.21K | Mar 31, 26 | -9.41K | 0.45% |
| Waverly Advisors, LLC | 52.53K | Mar 31, 26 | +7.74K | 0.43% |
| VestGen Advisors, LLC | 48.81K | Mar 31, 26 | -12.02K | 0.40% |
| JONES FINANCIAL COMPANIES LLLP | 46.81K | Mar 31, 26 | +3.39K | 0.39% |
| PAX Financial Group, LLC | 46.12K | Mar 31, 26 | -1.02K | 0.38% |
| Willis Johnson & Associates, Inc. | 42.43K | Mar 31, 26 | +42.43K | 0.35% |
| Meridian Wealth Management, LLC | 37.85K | Mar 31, 26 | -- | 0.31% |
| Resources Investment Advisors, LLC. | 34.71K | Mar 31, 26 | -- | 0.29% |
| Cetera Investment Advisers | 34.62K | Mar 31, 26 | +11.14K | 0.29% |
| BROWN ADVISORY INC | 34.40K | Mar 31, 26 | -- | 0.28% |
| Vermillion & White Wealth Management Group, LLC | 32.73K | Mar 31, 26 | +197 | 0.27% |
| Beacon Pointe Advisors, LLC | 30.56K | Mar 31, 26 | +18.39K | 0.25% |
| Marietta Wealth Management, LLC | 30.33K | Mar 31, 26 | -- | 0.25% |
| Savant Capital, LLC | 30.26K | Mar 31, 26 | -223 | 0.25% |
| Hobbs Group Advisors, LLC | 29.92K | Mar 31, 26 | +6.42K | 0.25% |
| CAPTRUST FINANCIAL ADVISORS | 29.11K | Mar 31, 26 | +66 | 0.24% |
| Steward Partners Investment Advisory, LLC | 29.00K | Mar 31, 26 | +2.95K | 0.24% |
| Lido Advisors, LLC | 26.33K | Mar 31, 26 | -1.08K | 0.22% |
| First Command Advisory Services, Inc. | 26.20K | Mar 31, 26 | -19.07K | 0.22% |
| WESPAC Advisors, LLC | 26.04K | Mar 31, 26 | -- | 0.21% |
| Equitable Holdings, Inc. | 25.27K | Mar 31, 26 | -5.08K | 0.21% |
| Clear Harbor Asset Management, LLC | 23.36K | Mar 31, 26 | +890 | 0.19% |
| Horizons Wealth Management | 22.86K | Mar 31, 26 | -- | 0.19% |
| HARBOUR INVESTMENTS, INC. | 22.40K | Mar 31, 26 | +4.55K | 0.18% |
| Heritage Trust Co | 19.64K | Mar 31, 26 | -- | 0.16% |
| Clearstead Advisors, LLC | 19.02K | Mar 31, 26 | -- | 0.16% |
| Sanctuary Advisors, LLC | 18.11K | Mar 31, 26 | +4.22K | 0.15% |
| Horizon Family Wealth, Inc. | 18.04K | Mar 31, 26 | +18.04K | 0.15% |
| Addison Advisors LLC | 17.78K | Mar 31, 26 | +358 | 0.15% |
| Tassel Capital Management, Inc. | 16.67K | Mar 31, 26 | +883 | 0.14% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 14.93K | Mar 31, 26 | -- | 0.12% |
| Tennessee Valley Asset Management Partners | 14.54K | Mar 31, 26 | +4.10K | 0.12% |
| HUNTINGTON NATIONAL BANK | 14.04K | Mar 31, 26 | +1.00K | 0.12% |
| IHT Wealth Management, LLC | 13.30K | Mar 31, 26 | -- | 0.11% |
| CITADEL ADVISORS LLC | 13.19K | Mar 31, 26 | +13.19K | 0.11% |
| ROYAL BANK OF CANADA | 12.45K | Mar 31, 26 | -1.70K | 0.10% |
| Ausdal Financial Partners, Inc. | 12.05K | Mar 31, 26 | +84 | 0.10% |
| Capital Analysts, LLC | 11.61K | Mar 31, 26 | -4.56K | 0.10% |
| Advisory Services Network, LLC | 11.56K | Mar 31, 26 | +577 | 0.10% |
| Western Wealth Management, LLC | 11.20K | Mar 31, 26 | -5.20K | 0.09% |
| SNS Financial Group, LLC | 10.62K | Mar 31, 26 | -- | 0.09% |
| Independent Advisor Alliance | 10.61K | Mar 31, 26 | +10.61K | 0.09% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 10.08K | Mar 31, 26 | +2.25K | 0.08% |
| Larson Financial Group LLC | 5.34K | Mar 31, 26 | -- | 0.04% |
| Geneos Wealth Management Inc. | 3.58K | Mar 31, 26 | -- | 0.03% |
| AE Wealth Management LLC | 2.00K | Mar 31, 26 | -- | 0.02% |
| CWM, LLC | 554 | Mar 31, 26 | -23 | 0.00% |
| MAI Capital Management | 336 | Mar 31, 26 | -1.06K | 0.00% |
| Diversify Advisory Services, LLC | -- | Mar 31, 26 | -9.27K | -- |
| Francis Financial, Inc. | -- | Mar 31, 26 | -8.63K | -- |
| GOLDMAN SACHS GROUP INC | -- | Mar 31, 26 | -138.23K | -- |
| Bank of New York Mellon Corp | -- | Mar 31, 26 | -194.98K | -- |
| Elequin Securities, LLC | -- | Mar 31, 26 | -55.75K | -- |
| Koss-Olinger Consulting, LLC | -- | Mar 31, 26 | -31.26K | -- |
| StoneX Group Inc. | -- | Mar 31, 26 | -14.38K | -- |
| JANE STREET GROUP, LLC | -- | Mar 31, 26 | -79.55K | -- |
| DENVER WEALTH MANAGEMENT, INC. | -- | Mar 31, 26 | -10.10K | -- |
| Summit Trail Advisors, LLC | -- | Mar 31, 26 | -20.39K | -- |
| ORG Partners LLC | 850 | Dec 31, 25 | -- | 0.01% |
| Nalls Sherbakoff Group, LLC | 792 | Dec 31, 25 | +3 | 0.01% |
| Sterling Financial Group, Inc. | 26.51K | Sep 30, 25 | +8.10K | 0.22% |
| Masso Torrence Wealth Management Inc. | 12.95K | Sep 30, 25 | -- | 0.11% |
| RAYMOND JAMES & ASSOCIATES | 109.78K | Sep 30, 24 | -36.26K | 0.91% |
| Raymond James Financial Services Advisors, Inc. | 17.76K | Sep 30, 24 | +553 | 0.15% |
| Argent Financial Group, Inc. | 16.65K | Sep 30, 24 | +16.65K | 0.14% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 19.57K | Jun 30, 24 | -4.82K | 0.16% |
| Levy Wealth Management Group, LLC | 12.26K | Jun 30, 24 | -- | 0.10% |
| COLONY GROUP LLC | 34.13K | Sep 30, 23 | +403 | 0.28% |
| PFS INVESTMENTS INC. | 79.26K | Jun 30, 23 | -3.88K | 0.65% |
| S.C. Financial Services, Inc. | 24.05K | Dec 31, 22 | +7.84K | 0.20% |
| Beaumont Financial Partners, LLC | -- | Sep 30, 22 | -73.91K | -- |