BSMW(BSMW)
BSMW
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 197.25K | Jun 30, 26 | -15.41K | 3.02% |
| PRECEDENT WEALTH PARTNERS, LLC | 173.16K | Jun 30, 26 | +11.81K | 2.65% |
| Legacy Private Trust Co. | 115.66K | Jun 30, 26 | +45.89K | 1.77% |
| Kestra Advisory Services, LLC | 109.13K | Jun 30, 26 | +718 | 1.67% |
| Clark Asset Management, LLC | 88.78K | Jun 30, 26 | +19.47K | 1.36% |
| Key FInancial Inc | 54.69K | Jun 30, 26 | +5.28K | 0.84% |
| Jacobi Capital Management LLC | 39.19K | Jun 30, 26 | +22.30K | 0.60% |
| Wedmont Private Capital | 27.95K | Jun 30, 26 | +27.95K | 0.43% |
| SAX WEALTH ADVISORS, LLC | 25.94K | Jun 30, 26 | +25.94K | 0.40% |
| Sequoia Financial Advisors, LLC | 24.95K | Jun 30, 26 | -- | 0.38% |
| COMMONWEALTH EQUITY SERVICES, LLC | 24.91K | Jun 30, 26 | +78 | 0.38% |
| Asset Dedication, LLC | 20.74K | Jun 30, 26 | +2.58K | 0.32% |
| J.W. COLE ADVISORS, INC. | 20.24K | Jun 30, 26 | +20.24K | 0.31% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 12.73K | Jun 30, 26 | +12.73K | 0.19% |
| Bill Few Associates, Inc. | 12.16K | Jun 30, 26 | -- | 0.19% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 11.37K | Jun 30, 26 | +2.00K | 0.17% |
| Crews Bank & Trust | 11.04K | Jun 30, 26 | +3.19K | 0.17% |
| INDEPENDENT FINANCIAL GROUP, LLC | 9.00K | Jun 30, 26 | -- | 0.14% |
| Opulen Financial Group LLC | 8.99K | Jun 30, 26 | +72 | 0.14% |
| COOKSON PEIRCE & CO INC | 8.72K | Jun 30, 26 | +512 | 0.13% |
| PRIVATE TRUST CO NA | 1.45K | Jun 30, 26 | +1.45K | 0.02% |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -132 | -- |
| IFP Advisors, Inc | -- | Jun 30, 26 | -224 | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -5.65K | -- |
| MORGAN STANLEY | 464.27K | Mar 31, 26 | +25.96K | 7.11% |
| LPL Financial LLC | 421.92K | Mar 31, 26 | -15.08K | 6.46% |
| Stratos Wealth Advisors, LLC | 238.65K | Mar 31, 26 | +74.27K | 3.65% |
| WELLS FARGO & COMPANY/MN | 237.13K | Mar 31, 26 | -3.93K | 3.63% |
| Atlantic Union Bankshares Corp | 226.06K | Mar 31, 26 | +21.84K | 3.46% |
| BANK OF AMERICA CORP /DE/ | 198.67K | Mar 31, 26 | +62.74K | 3.04% |
| Invesco Ltd. | 169.44K | Mar 31, 26 | -2.64K | 2.59% |
| RAYMOND JAMES FINANCIAL INC | 145.94K | Mar 31, 26 | +7.74K | 2.23% |
| UBS Group AG | 138.71K | Mar 31, 26 | +106.24K | 2.12% |
| ENVESTNET ASSET MANAGEMENT INC | 117.18K | Mar 31, 26 | +52.74K | 1.79% |
| Hills Bank & Trust Co | 115.58K | Mar 31, 26 | +5.61K | 1.77% |
| MONECO Advisors, LLC | 114.29K | Mar 31, 26 | +20.24K | 1.75% |
| Envision Financial Planning, LLC | 112.88K | Mar 31, 26 | +5.10K | 1.73% |
| Lido Advisors, LLC | 107.60K | Mar 31, 26 | +7.90K | 1.65% |
| HighTower Advisors, LLC | 106.18K | Mar 31, 26 | +51.56K | 1.63% |
| AMERIPRISE FINANCIAL INC | 90.20K | Mar 31, 26 | +21.83K | 1.38% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 65.51K | Mar 31, 26 | +7.94K | 1.00% |
| STIFEL FINANCIAL CORP | 58.05K | Mar 31, 26 | +15.38K | 0.89% |
| ADVISOR GROUP HOLDINGS, INC. | 48.74K | Mar 31, 26 | +17.56K | 0.75% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 45.28K | Mar 31, 26 | +13.76K | 0.69% |
| Equitable Holdings, Inc. | 43.87K | Mar 31, 26 | +2.47K | 0.67% |
| MML INVESTORS SERVICES, LLC | 41.73K | Mar 31, 26 | -6.46K | 0.64% |
| FLOW TRADERS U.S. LLC | 40.01K | Mar 31, 26 | -- | 0.61% |
| VestGen Advisors, LLC | 39.87K | Mar 31, 26 | -2.13K | 0.61% |
| JONES FINANCIAL COMPANIES LLLP | 31.22K | Mar 31, 26 | +4.50K | 0.48% |
| Marietta Wealth Management, LLC | 28.60K | Mar 31, 26 | +300 | 0.44% |
| Integrated Wealth Concepts LLC | 26.65K | Mar 31, 26 | +1.54K | 0.41% |
| Addison Advisors LLC | 22.30K | Mar 31, 26 | +304 | 0.34% |
| HUNTINGTON NATIONAL BANK | 21.54K | Mar 31, 26 | +1.20K | 0.33% |
| JANE STREET GROUP, LLC | 19.69K | Mar 31, 26 | -65.76K | 0.30% |
| Summit Trail Advisors, LLC | 18.57K | Mar 31, 26 | -13.37K | 0.28% |
| CAPTRUST FINANCIAL ADVISORS | 16.01K | Mar 31, 26 | -766 | 0.25% |
| ROYAL BANK OF CANADA | 14.39K | Mar 31, 26 | +1.90K | 0.22% |
| HARBOUR INVESTMENTS, INC. | 12.04K | Mar 31, 26 | -- | 0.18% |
| Beacon Pointe Advisors, LLC | 10.03K | Mar 31, 26 | +797 | 0.15% |
| First Command Advisory Services, Inc. | 6.05K | Mar 31, 26 | -- | 0.09% |
| Larson Financial Group LLC | 5.09K | Mar 31, 26 | -- | 0.08% |
| Aptus Capital Advisors, LLC | 5.05K | Mar 31, 26 | +40 | 0.08% |
| FIFTH THIRD BANCORP | 2.88K | Mar 31, 26 | +2.88K | 0.04% |
| Capital Analysts, LLC | 1.81K | Mar 31, 26 | +3 | 0.03% |
| GILL CAPITAL PARTNERS, LLC | 940 | Mar 31, 26 | +940 | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 685 | Mar 31, 26 | +380 | 0.01% |
| FMR LLC | 3 | Mar 31, 26 | -- | 0.00% |
| StoneX Group Inc. | -- | Mar 31, 26 | -13.12K | -- |
| IFG Advisory, LLC | -- | Mar 31, 26 | -15.12K | -- |
| Cerity Partners LLC | -- | Mar 31, 26 | -20.29K | -- |
| Elequin Securities, LLC | -- | Mar 31, 26 | -34.88K | -- |
| Koss-Olinger Consulting, LLC | -- | Mar 31, 26 | -21.85K | -- |
| ORG Partners LLC | 5.65K | Dec 31, 25 | -- | 0.09% |
| COMERICA BANK | 2.88K | Dec 31, 25 | -857 | 0.04% |
| Sterling Financial Group, Inc. | 33.86K | Sep 30, 25 | -20.72K | 0.52% |
| RAYMOND JAMES & ASSOCIATES | 65.62K | Sep 30, 24 | +1.92K | 1.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 2.92K | Jun 30, 24 | +127 | 0.04% |