CFA(CFA)
CFA
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 614.16K | Jun 30, 26 | -8.93K | 11.48% |
| BANK OF AMERICA CORP /DE/ | 346.38K | Jun 30, 26 | -5.20K | 6.47% |
| FIFTH THIRD BANCORP | 227.89K | Jun 30, 26 | -5.05K | 4.26% |
| RAYMOND JAMES FINANCIAL INC | 206.34K | Jun 30, 26 | -8.17K | 3.86% |
| WELLS FARGO & COMPANY/MN | 199.73K | Jun 30, 26 | -1.19K | 3.73% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 195.82K | Jun 30, 26 | -420 | 3.66% |
| UBS Group AG | 193.29K | Jun 30, 26 | -978 | 3.61% |
| Rockefeller Capital Management L.P. | 122.32K | Jun 30, 26 | -99 | 2.29% |
| LPL Financial LLC | 118.90K | Jun 30, 26 | -2.01K | 2.22% |
| SILVER OAK SECURITIES, INCORPORATED | 112.47K | Jun 30, 26 | -270 | 2.10% |
| Summit Financial, LLC | 83.82K | Jun 30, 26 | +5.86K | 1.57% |
| GOLDMAN SACHS GROUP INC | 78.78K | Jun 30, 26 | +2.38K | 1.47% |
| JONES FINANCIAL COMPANIES LLLP | 59.64K | Jun 30, 26 | +8.69K | 1.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 53.51K | Jun 30, 26 | -754 | 1.00% |
| ROYAL BANK OF CANADA | 52.38K | Jun 30, 26 | -41.60K | 0.98% |
| NewEdge Advisors, LLC | 51.00K | Jun 30, 26 | -4.52K | 0.95% |
| Vise Technologies, Inc. | 50.01K | Jun 30, 26 | +50.01K | 0.93% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 47.74K | Jun 30, 26 | -1.47K | 0.89% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 47.48K | Jun 30, 26 | +13.63K | 0.89% |
| Larson Financial Group LLC | 46.20K | Jun 30, 26 | -371 | 0.86% |
| Integrated Wealth Concepts LLC | 37.41K | Jun 30, 26 | +17.94K | 0.70% |
| AMERIPRISE FINANCIAL INC | 36.40K | Jun 30, 26 | +462 | 0.68% |
| ADVISOR GROUP HOLDINGS, INC. | 34.10K | Jun 30, 26 | -112 | 0.64% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 32.40K | Jun 30, 26 | +923 | 0.61% |
| Private Advisor Group, LLC | 31.98K | Jun 30, 26 | -91.34K | 0.60% |
| Cambridge Investment Research Advisors, Inc. | 30.78K | Jun 30, 26 | +890 | 0.58% |
| ENVESTNET ASSET MANAGEMENT INC | 20.63K | Jun 30, 26 | +460 | 0.39% |
| Keystone Financial Group | 16.81K | Jun 30, 26 | -2.16K | 0.31% |
| Allspring Global Investments Holdings, LLC | 13.60K | Jun 30, 26 | -- | 0.25% |
| Rossmore Private Capital | 12.29K | Jun 30, 26 | -550 | 0.23% |
| Golden State Wealth Management, LLC | 10.99K | Jun 30, 26 | -13 | 0.21% |
| TBH Global Asset Management, LLC | 10.33K | Jun 30, 26 | -- | 0.19% |
| Smith Thornton Advisors LLC | 9.89K | Jun 30, 26 | -- | 0.18% |
| MONEY CONCEPTS CAPITAL CORP | 9.29K | Jun 30, 26 | -430 | 0.17% |
| Pathstone Holdings, LLC | 8.74K | Jun 30, 26 | +696 | 0.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8.50K | Jun 30, 26 | -- | 0.16% |
| Farther Finance Advisors, LLC | 7.88K | Jun 30, 26 | +7.88K | 0.15% |
| IHT Wealth Management, LLC | 7.37K | Jun 30, 26 | -1.35K | 0.14% |
| Claro Advisors LLC | 6.71K | Jun 30, 26 | +220 | 0.13% |
| Cetera Investment Advisers | 6.06K | Jun 30, 26 | -62 | 0.11% |
| NORTHERN TRUST CORP | 5.90K | Jun 30, 26 | -- | 0.11% |
| GREAT VALLEY ADVISOR GROUP, INC. | 4.96K | Jun 30, 26 | +2 | 0.09% |
| Patriot Financial Group Insurance Agency, LLC | 4.82K | Jun 30, 26 | -4.64K | 0.09% |
| Creative Planning | 4.68K | Jun 30, 26 | -- | 0.09% |
| Waverly Advisors, LLC | 4.34K | Jun 30, 26 | +4.34K | 0.08% |
| HighTower Advisors, LLC | 4.24K | Jun 30, 26 | +136 | 0.08% |
| Bank of New York Mellon Corp | 3.86K | Jun 30, 26 | +1 | 0.07% |
| FMR LLC | 3.75K | Jun 30, 26 | +613 | 0.07% |
| PNC FINANCIAL SERVICES GROUP, INC. | 3.74K | Jun 30, 26 | -- | 0.07% |
| MPWM ADVISORY SOLUTIONS, LLC | 3.41K | Jun 30, 26 | -- | 0.06% |
| OneAscent Family Office, LLC | 3.30K | Jun 30, 26 | -- | 0.06% |
| Quantinno Capital Management LP | 3.27K | Jun 30, 26 | -340 | 0.06% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 3.13K | Jun 30, 26 | +9 | 0.06% |
| SEI INVESTMENTS CO | 2.67K | Jun 30, 26 | -- | 0.05% |
| MAI Capital Management | 2.60K | Jun 30, 26 | +1.03K | 0.05% |
| Abel Hall, LLC | 2.40K | Jun 30, 26 | +2.40K | 0.04% |
| JPMORGAN CHASE & CO | 2.38K | Jun 30, 26 | -991 | 0.04% |
| Seven Springs Wealth Group, LLC | 2.28K | Jun 30, 26 | -- | 0.04% |
| CALTON & ASSOCIATES, INC. | 2.27K | Jun 30, 26 | +3 | 0.04% |
| IFP Advisors, Inc | 1.95K | Jun 30, 26 | +2 | 0.04% |
| Westside Investment Management, Inc. | 1.50K | Jun 30, 26 | -- | 0.03% |
| First Bancorp, Inc /ME/ | 1.25K | Jun 30, 26 | +1.25K | 0.02% |
| MATHER GROUP, LLC. | 1.20K | Jun 30, 26 | -- | 0.02% |
| NBC SECURITIES, INC. | 960 | Jun 30, 26 | +1 | 0.02% |
| CENTRAL TRUST Co | 618 | Jun 30, 26 | +618 | 0.01% |
| EverSource Wealth Advisors, LLC | 440 | Jun 30, 26 | -- | 0.01% |
| BOKF, NA | 400 | Jun 30, 26 | +400 | 0.01% |
| Key FInancial Inc | 400 | Jun 30, 26 | -- | 0.01% |
| AMERIFLEX GROUP, INC. | 315 | Jun 30, 26 | +315 | 0.01% |
| ASSETMARK, INC | 300 | Jun 30, 26 | +300 | 0.01% |
| HARBOUR INVESTMENTS, INC. | 263 | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 133 | Jun 30, 26 | -- | 0.00% |
| BlackRock, Inc. | 49 | Jun 30, 26 | +49 | 0.00% |
| AE Wealth Management LLC | 48 | Jun 30, 26 | -- | 0.00% |
| Inspire Investing, LLC | 21 | Jun 30, 26 | -- | 0.00% |
| Aptus Capital Advisors, LLC | 11 | Jun 30, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | 9 | Jun 30, 26 | +9 | 0.00% |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -657 | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -7 | -- |
| RAYMOND JAMES FINANCIAL INC | 214.52K | Mar 31, 26 | +892 | 4.01% |
| WELLS FARGO & COMPANY/MN | 200.92K | Mar 31, 26 | -7.33K | 3.75% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 196.24K | Mar 31, 26 | -44.52K | 3.67% |
| Private Advisor Group, LLC | 123.31K | Mar 31, 26 | -8.33K | 2.30% |
| Rockefeller Capital Management L.P. | 122.42K | Mar 31, 26 | +1.92K | 2.29% |
| JONES FINANCIAL COMPANIES LLLP | 50.95K | Mar 31, 26 | +4.31K | 0.95% |
| Cambridge Investment Research Advisors, Inc. | 29.89K | Mar 31, 26 | +297 | 0.56% |
| ENVESTNET ASSET MANAGEMENT INC | 20.17K | Mar 31, 26 | +63 | 0.38% |
| Keystone Financial Group | 18.97K | Mar 31, 26 | -1.99K | 0.35% |
| Rossmore Private Capital | 12.85K | Mar 31, 26 | -3.85K | 0.24% |
| Golden State Wealth Management, LLC | 11.00K | Mar 31, 26 | -108 | 0.21% |
| Smith Thornton Advisors LLC | 9.89K | Mar 31, 26 | -6 | 0.18% |
| Patriot Financial Group Insurance Agency, LLC | 9.46K | Mar 31, 26 | +4.63K | 0.18% |
| Pathstone Holdings, LLC | 8.05K | Mar 31, 26 | +20 | 0.15% |
| NORTHERN TRUST CORP | 5.90K | Mar 31, 26 | -- | 0.11% |
| GREAT VALLEY ADVISOR GROUP, INC. | 4.96K | Mar 31, 26 | +2 | 0.09% |
| Creative Planning | 4.68K | Mar 31, 26 | -- | 0.09% |
| TruWealth Advisors, LLC | 4.34K | Mar 31, 26 | -- | 0.08% |
| HighTower Advisors, LLC | 4.10K | Mar 31, 26 | -575 | 0.08% |
| Bank of New York Mellon Corp | 3.86K | Mar 31, 26 | -1 | 0.07% |
| Quantinno Capital Management LP | 3.61K | Mar 31, 26 | -193 | 0.07% |
| JPMORGAN CHASE & CO | 3.37K | Mar 31, 26 | +1.26K | 0.06% |
| SEI INVESTMENTS CO | 2.67K | Mar 31, 26 | -- | 0.05% |
| CALTON & ASSOCIATES, INC. | 2.27K | Mar 31, 26 | +2 | 0.04% |
| MAI Capital Management | 1.57K | Mar 31, 26 | +1.57K | 0.03% |
| CWM, LLC | 963 | Mar 31, 26 | -- | 0.02% |
| HARBOUR INVESTMENTS, INC. | 263 | Mar 31, 26 | +155 | 0.00% |
| VANGUARD ADVISERS INC | 133 | Mar 31, 26 | +133 | 0.00% |
| AE Wealth Management LLC | 48 | Mar 31, 26 | -- | 0.00% |
| Inspire Investing, LLC | 21 | Mar 31, 26 | -- | 0.00% |
| Tower Research Capital LLC (TRC) | 7 | Mar 31, 26 | -- | 0.00% |
| CITADEL ADVISORS LLC | -- | Mar 31, 26 | -19.32K | -- |
| Concurrent Investment Advisors, LLC | -- | Mar 31, 26 | -2.71K | -- |
| FLAGSHIP HARBOR ADVISORS, LLC | -- | Mar 31, 26 | -12 | -- |
| COMERICA BANK | 251.80K | Dec 31, 25 | -1.17K | 4.71% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -1.35K | -- |
| Atria Wealth Solutions, Inc. | 2.96K | Jun 30, 25 | -- | 0.06% |
| Good Life Advisors, LLC | 2.93K | Jun 30, 25 | -- | 0.05% |
| AVANTAX ADVISORY SERVICES, INC. | 2.50K | Jun 30, 25 | -- | 0.05% |
| TAP Consulting, LLC | 81.37K | Dec 31, 24 | +158 | 1.52% |
| Raymond James Financial Services Advisors, Inc. | 250.50K | Sep 30, 24 | -13.73K | 4.68% |
| RAYMOND JAMES & ASSOCIATES | 45.06K | Sep 30, 24 | -2.79K | 0.84% |
| Cetera Advisors LLC | 4.26K | Mar 31, 24 | -230 | 0.08% |
| PATHSTONE FAMILY OFFICE, LLC | 7.77K | Sep 30, 23 | +7.77K | 0.15% |
| Veritable, L.P. | 7.75K | Jun 30, 23 | +27 | 0.14% |
| ACG Wealth | -- | Sep 30, 22 | -451 | -- |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -4.40K | -- |
| LEVEL FOUR FINANCIAL, LLC | 64.42K | Sep 30, 21 | -1.34K | 1.20% |
| Sullivan, Bruyette, Speros & Blaney, LLC | 2.59K | Mar 31, 21 | -- | 0.05% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 221.89K | Dec 31, 19 | +1.89K | 4.15% |
| Advisor Group, Inc. | 92.82K | Dec 31, 19 | -19.90K | 1.73% |
| BB&T SECURITIES, LLC | 5.13K | Sep 30, 19 | +30 | 0.10% |
| NEXT Financial Holdings | 4.00K | Mar 31, 19 | +4.00K | 0.07% |
| Commonwealth Equity Services, Inc | 8.93K | Jun 30, 17 | +8.93K | 0.17% |
| MSI Financial Services Inc | 20.34K | Dec 31, 16 | +7.06K | 0.38% |
| SOCIETE GENERALE | 34.76K | Jun 30, 16 | +34.76K | 0.65% |