CFO

Institutional Ownership

Top 110 Institutional Holders
HolderSharesDateChange% Held
Cetera Investment Advisers439.14KJun 30, 26+3.60K8.61%
RAYMOND JAMES FINANCIAL INC368.63KJun 30, 26-7.82K7.22%
LPL Financial LLC300.36KJun 30, 26-7.33K5.89%
SILVER OAK SECURITIES, INCORPORATED295.63KJun 30, 26+295.63K5.79%
MORGAN STANLEY254.69KJun 30, 26-1.92K4.99%
ROYAL BANK OF CANADA203.38KJun 30, 26-33.85K3.99%
Integrated Wealth Concepts LLC199.65KJun 30, 26+97.93K3.91%
STIFEL FINANCIAL CORP176.45KJun 30, 26+3.42K3.46%
COMMONWEALTH EQUITY SERVICES, LLC164.10KJun 30, 26-1.57K3.22%
BANK OF AMERICA CORP /DE/129.42KJun 30, 26-7.79K2.54%
WELLS FARGO & COMPANY/MN94.22KJun 30, 26-5.72K1.85%
Clearstead Advisors, LLC63.48KJun 30, 26+2.35K1.24%
NewEdge Advisors, LLC58.11KJun 30, 26-4.80K1.14%
Creative Planning55.49KJun 30, 26-6.14K1.09%
Intrua Financial, LLC55.34KJun 30, 26-5351.08%
Keystone Financial Group54.52KJun 30, 26-15.18K1.07%
MATHER GROUP, LLC.46.04KJun 30, 26-11.52K0.90%
Vise Technologies, Inc.39.78KJun 30, 26+39.78K0.78%
UBS Group AG31.90KJun 30, 26-1.60K0.63%
GOLDMAN SACHS GROUP INC27.79KJun 30, 26-510.54%
AMERIPRISE FINANCIAL INC24.59KJun 30, 26+1.19K0.48%
Patriot Financial Group Insurance Agency, LLC23.17KJun 30, 26-23.60K0.45%
BridgePort Financial Solutions, LLC17.51KJun 30, 26--0.34%
Paul Damon & Associates, Inc.17.30KJun 30, 26-2170.34%
TRUIST FINANCIAL CORP16.61KJun 30, 26+2.55K0.33%
WORLD EQUITY GROUP, INC.15.81KJun 30, 26+10.31%
ADVISOR GROUP HOLDINGS, INC.15.53KJun 30, 26+2.31K0.30%
Cambridge Investment Research Advisors, Inc.14.57KJun 30, 26-3230.29%
Janney Montgomery Scott LLC14.45KJun 30, 26+1.57K0.28%
SUSQUEHANNA INTERNATIONAL GROUP, LLP14.45KJun 30, 26-41.80K0.28%
Private Advisor Group, LLC13.89KJun 30, 26-1830.27%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO11.16KJun 30, 26-2.48K0.22%
CALTON & ASSOCIATES, INC.10.90KJun 30, 26-1.46K0.21%
Syntegra Private Wealth Group, LLC7.82KJun 30, 26--0.15%
FIFTH THIRD BANCORP6.81KJun 30, 26-8650.13%
StoneX Group Inc.6.63KJun 30, 26+6.63K0.13%
Resources Investment Advisors, LLC.6.30KJun 30, 26+2.81K0.12%
Mutual Advisors, LLC5.28KJun 30, 26+120.10%
Dynamic Advisor Solutions LLC5.25KJun 30, 26--0.10%
Advisory Advocates, LLC5.21KJun 30, 26--0.10%
ENVESTNET ASSET MANAGEMENT INC5.17KJun 30, 26-8200.10%
LexAurum Advisors, LLC4.87KJun 30, 26-2330.10%
BlackRock, Inc.4.60KJun 30, 26--0.09%
Cerity Partners LLC4.60KJun 30, 26--0.09%
CITADEL ADVISORS LLC4.08KJun 30, 26-3330.08%
AE Wealth Management LLC3.65KJun 30, 26-8350.07%
MISSION WEALTH MANAGEMENT, LP3.07KJun 30, 26+3.07K0.06%
Kestra Advisory Services, LLC3.02KJun 30, 26-9690.06%
LBMC INVESTMENT ADVISORS, LLC2.87KJun 30, 26--0.06%
Western Wealth Management, LLC2.77KJun 30, 26--0.05%
MONEY CONCEPTS CAPITAL CORP2.76KJun 30, 26-4.40K0.05%
CAP Partners, LLC2.68KJun 30, 26+2.68K0.05%
Aptus Capital Advisors, LLC2.65KJun 30, 26-640.05%
First Heartland Consultants, Inc.2.54KJun 30, 26+2.54K0.05%
Key Capital Management, INC2.34KJun 30, 26--0.05%
IFP Advisors, Inc1.94KJun 30, 26--0.04%
Gen-Wealth Partners Inc1.08KJun 30, 26--0.02%
FMR LLC911Jun 30, 26-1480.02%
JONES FINANCIAL COMPANIES LLLP845Jun 30, 26+8450.02%
AMERIFLEX GROUP, INC.700Jun 30, 26+7000.01%
Larson Financial Group LLC673Jun 30, 26+20.01%
CENTRAL TRUST Co637Jun 30, 26+6370.01%
DHJJ Financial Advisors, Ltd.529Jun 30, 26--0.01%
JPMORGAN CHASE & CO527Jun 30, 26+3920.01%
NBC SECURITIES, INC.468Jun 30, 26--0.01%
Global Retirement Partners, LLC316Jun 30, 26+3160.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC194Jun 30, 26--0.00%
MERCER GLOBAL ADVISORS INC /ADV185Jun 30, 26+1850.00%
VANGUARD ADVISERS INC99Jun 30, 26--0.00%
Smartleaf Asset Management LLC69Jun 30, 26--0.00%
Qube Research & Technologies Ltd66Jun 30, 26+150.00%
Capital Advisors, Ltd. LLC60Jun 30, 26--0.00%
ASSETMARK, INC26Jun 30, 26--0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC--Jun 30, 26-396--
Independent Advisor Alliance--Jun 30, 26-6.34K--
RPS ADVISORY SOLUTIONS LLC--Jun 30, 26-3.44K--
EverSource Wealth Advisors, LLC--Jun 30, 26-1.15K--
Horizons Wealth Management1.32KMar 31, 26-1130.03%
EverSource Wealth Advisors, LLC1.15KMar 31, 26+1.15K0.02%
CWM, LLC970Mar 31, 26+1300.02%
COMERICA BANK7.63KDec 31, 25-3620.15%
GPS Wealth Strategies Group, LLC--Dec 31, 25-430--
Vantage Financial Partners, LLC--Dec 31, 25-2.85K--
Atria Wealth Solutions, Inc.14.48KJun 30, 25-1.10K0.28%
AVANTAX ADVISORY SERVICES, INC.3.92KJun 30, 25--0.08%
Raymond James Financial Services Advisors, Inc.322.15KSep 30, 24-486.31%
RAYMOND JAMES & ASSOCIATES19.77KSep 30, 24+1470.39%
Peterson Financial Group, Inc.596Sep 30, 24+5960.01%
Cetera Advisor Networks LLC334.43KMar 31, 24+52.98K6.55%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC45.67KMar 31, 24+3770.89%
FREEDOM WEALTH ALLIANCE, LLC86.45KSep 30, 23-6.52K1.69%
Lumature Wealth Partners, LLC47.02KJun 30, 23-61.58K0.92%
Ahrens Investment Partners LLC200Mar 31, 23+2000.00%
55I, LLC3.62KSep 30, 22-1.70K0.07%
NEXT Financial Group, Inc10.74KDec 31, 21+1.37K0.21%
Hochman Cole Investment Advisors, Inc.18.55KSep 30, 21-1.05K0.36%
LEVEL FOUR FINANCIAL, LLC17.84KSep 30, 21--0.35%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV12.60KSep 30, 21+180.25%
Cascadia Advisory Services, LLC4.40KSep 30, 21-500.09%
LADENBURG THALMANN FINANCIAL SERVICES INC.279.21KDec 31, 19+16.10K5.47%
Advisor Group, Inc.72.74KDec 31, 19-10.22K1.43%
ADVANTAGE INVESTMENT MANAGEMENT, LLC125.28KSep 30, 19-10.31K2.45%
Wealth & Pension Services Group, Inc.15.83KSep 30, 19-320.31%
BB&T SECURITIES, LLC11.26KSep 30, 19-13.58K0.22%
NEXT Financial Holdings940Mar 31, 19+9400.02%
SII INVESTMENTS INC/WI38.34KDec 31, 17+14.64K0.75%
NATIONAL PLANNING CORP--Dec 31, 17-7.05K--
Commonwealth Equity Services, Inc179.31KJun 30, 17+16.64K3.51%
MSI Financial Services Inc18.94KDec 31, 16+8.33K0.37%
SOCIETE GENERALE4.00KJun 30, 16+4.00K0.08%
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.