CGCB(CGCB)
CGCB
$25.43—
NYSE
$25.43—
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Capital International Investors | 41.79M | Jun 30, 26 | +11.93M | 19.35% |
| LPL Financial LLC | 32.83M | Jun 30, 26 | +4.41M | 15.20% |
| MORGAN STANLEY | 9.13M | Jun 30, 26 | +96.78K | 4.23% |
| ENVESTNET ASSET MANAGEMENT INC | 7.72M | Jun 30, 26 | +841.11K | 3.58% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6.74M | Jun 30, 26 | +1.37M | 3.12% |
| WELLS FARGO & COMPANY/MN | 6.59M | Jun 30, 26 | +2.24M | 3.05% |
| RAYMOND JAMES FINANCIAL INC | 5.62M | Jun 30, 26 | +1.62M | 2.60% |
| Cetera Investment Advisers | 4.51M | Jun 30, 26 | +579.09K | 2.09% |
| BANK OF AMERICA CORP /DE/ | 4.44M | Jun 30, 26 | +791.44K | 2.06% |
| SEI INVESTMENTS CO | 3.25M | Jun 30, 26 | +749.43K | 1.51% |
| BENJAMIN EDWARDS INC | 3.04M | Jun 30, 26 | +142.62K | 1.41% |
| ADVISOR GROUP HOLDINGS, INC. | 2.61M | Jun 30, 26 | +543.19K | 1.21% |
| Johnson Bixby & Associates, LLC | 2.36M | Jun 30, 26 | +173.46K | 1.09% |
| Valmark Advisers, Inc. | 2.17M | Jun 30, 26 | +112.98K | 1.01% |
| Merit Financial Group, LLC | 2.15M | Jun 30, 26 | +37.66K | 0.99% |
| MML INVESTORS SERVICES, LLC | 2.04M | Jun 30, 26 | +471.64K | 0.95% |
| ROYAL BANK OF CANADA | 1.87M | Jun 30, 26 | -33.77K | 0.87% |
| Cambridge Investment Research Advisors, Inc. | 1.76M | Jun 30, 26 | +170.50K | 0.82% |
| Larson Financial Group LLC | 1.67M | Jun 30, 26 | +1.67M | 0.77% |
| JONES FINANCIAL COMPANIES LLLP | 1.65M | Jun 30, 26 | +407.45K | 0.76% |
| Leverty Financial Group, LLC | 1.62M | Jun 30, 26 | -61.72K | 0.75% |
| CAPTRUST FINANCIAL ADVISORS | 1.56M | Jun 30, 26 | +69.35K | 0.72% |
| NewEdge Advisors, LLC | 1.53M | Jun 30, 26 | +352.25K | 0.71% |
| Intrua Financial, LLC | 1.30M | Jun 30, 26 | +1.30M | 0.60% |
| Evergreen Wealth Solutions, LLC | 1.30M | Jun 30, 26 | +134.34K | 0.60% |
| Spinnaker Investment Group, LLC | 1.16M | Jun 30, 26 | +192.73K | 0.54% |
| Compton Financial Group, LLC | 1.14M | Jun 30, 26 | +802.44K | 0.53% |
| Continuum Advisory, LLC | 1.13M | Jun 30, 26 | +20.67K | 0.52% |
| STIFEL FINANCIAL CORP | 1.06M | Jun 30, 26 | +461.93K | 0.49% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.05M | Jun 30, 26 | -243.11K | 0.49% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 976.24K | Jun 30, 26 | +36.16K | 0.45% |
| D.A. DAVIDSON & CO. | 923.55K | Jun 30, 26 | +89.80K | 0.43% |
| Quadcap Wealth Management, LLC | 920.08K | Jun 30, 26 | +19.22K | 0.43% |
| BIP Wealth, LLC | 850.24K | Jun 30, 26 | +206.75K | 0.39% |
| Panoramic Capital Partners, LLC | 836.04K | Jun 30, 26 | +8.90K | 0.39% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 813.05K | Jun 30, 26 | +83.04K | 0.38% |
| UBS Group AG | 805.50K | Jun 30, 26 | +373.96K | 0.37% |
| Aprio Wealth Management, LLC | 769.63K | Jun 30, 26 | -182.48K | 0.36% |
| AdvisorNet Financial, Inc | 757.95K | Jun 30, 26 | +79.42K | 0.35% |
| STEPHENS INC /AR/ | 753.63K | Jun 30, 26 | +20.57K | 0.35% |
| Royal Harbor Partners, LLC | 712.72K | Jun 30, 26 | +51.94K | 0.33% |
| American Financial Advisors, LLC | 701.39K | Jun 30, 26 | +9.88K | 0.32% |
| Mariner, LLC | 700.21K | Jun 30, 26 | +131.11K | 0.32% |
| Cannon Financial Strategists, Inc. | 671.88K | Jun 30, 26 | -30.25K | 0.31% |
| Private Advisor Group, LLC | 666.93K | Jun 30, 26 | +69.33K | 0.31% |
| NerdWallet Wealth Partners, LLC | 658.57K | Jun 30, 26 | +155.83K | 0.30% |
| Clear Trail Advisors, LLC | 623.44K | Jun 30, 26 | +61.15K | 0.29% |
| Greenbush Financial Group, LLC | 582.24K | Jun 30, 26 | +51.50K | 0.27% |
| Steward Partners Investment Advisory, LLC | 552.41K | Jun 30, 26 | +17.02K | 0.26% |
| J. Derek Lewis & Associates Inc. | 489.32K | Jun 30, 26 | +30.66K | 0.23% |
| Visionary Wealth Advisors | 487.99K | Jun 30, 26 | +11.98K | 0.23% |
| Janney Montgomery Scott LLC | 480.98K | Jun 30, 26 | +197.25K | 0.22% |
| Kestra Advisory Services, LLC | 462.52K | Jun 30, 26 | -15.25K | 0.21% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 450.46K | Jun 30, 26 | +188.89K | 0.21% |
| Sovran Advisors, LLC | 430.39K | Jun 30, 26 | +33.54K | 0.20% |
| HARBOUR INVESTMENTS, INC. | 427.25K | Jun 30, 26 | +73.44K | 0.20% |
| Global Retirement Partners, LLC | 422.67K | Jun 30, 26 | +422.67K | 0.20% |
| Strategic Family Wealth Counselors, L.L.C. | 370.53K | Jun 30, 26 | +30.64K | 0.17% |
| Smartleaf Asset Management LLC | 345.85K | Jun 30, 26 | -- | 0.16% |
| TSFG, LLC | 334.95K | Jun 30, 26 | +85.21K | 0.16% |
| Capital Group Private Client Services, Inc. | 333.24K | Jun 30, 26 | +75.24K | 0.15% |
| COFG Advisors, LLC | 318.67K | Jun 30, 26 | +172.46K | 0.15% |
| Werba Rubin Papier Wealth Management | 315.61K | Jun 30, 26 | +30.67K | 0.15% |
| Kingsview Wealth Management, LLC | 311.25K | Jun 30, 26 | -54.42K | 0.14% |
| Cannon Wealth Management Services, LLC | 311.03K | Jun 30, 26 | +49.13K | 0.14% |
| Rockefeller Capital Management L.P. | 305.15K | Jun 30, 26 | +85.73K | 0.14% |
| Holistic Planning, LLC | 295.35K | Jun 30, 26 | +19.78K | 0.14% |
| Clarity Asset Management, Inc. | 287.32K | Jun 30, 26 | +23.27K | 0.13% |
| Freedom Financial Partners LLC | 271.56K | Jun 30, 26 | +5.21K | 0.13% |
| EQ WEALTH ADVISORS, LLC | 244.25K | Jun 30, 26 | +120.32K | 0.11% |
| CITADEL ADVISORS LLC | 227.18K | Jun 30, 26 | -55.71K | 0.11% |
| Equitable Holdings, Inc. | 226.17K | Jun 30, 26 | +63.89K | 0.10% |
| Smith Thornton Advisors LLC | 221.72K | Jun 30, 26 | -1.23K | 0.10% |
| Apollon Wealth Management, LLC | 221.43K | Jun 30, 26 | +6.11K | 0.10% |
| Sunpointe, LLC | 220.78K | Jun 30, 26 | -3.32K | 0.10% |
| GARRISON POINT ADVISORS, LLC | 203.80K | Jun 30, 26 | +151.04K | 0.09% |
| Concurrent Investment Advisors, LLC | 203.49K | Jun 30, 26 | +14.76K | 0.09% |
| TRUIST FINANCIAL CORP | 201.57K | Jun 30, 26 | -216.76K | 0.09% |
| JANE STREET GROUP, LLC | 199.80K | Jun 30, 26 | -16.64K | 0.09% |
| Stratos Wealth Partners, LTD. | 198.62K | Jun 30, 26 | +13.50K | 0.09% |
| Boyer Financial Services, Inc. | 191.52K | Jun 30, 26 | -2.11K | 0.09% |
| CULLEN/FROST BANKERS, INC. | 184.14K | Jun 30, 26 | +19.74K | 0.09% |
| Vigil Wealth Management, LLC | 183.24K | Jun 30, 26 | -8.62K | 0.08% |
| Keystone Financial Services, LLC | 180.53K | Jun 30, 26 | +3.81K | 0.08% |
| NATIXIS ADVISORS, L.P. | 170.10K | Jun 30, 26 | +82.30K | 0.08% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 162.54K | Jun 30, 26 | -13.56K | 0.08% |
| Integrated Wealth Concepts LLC | 162.03K | Jun 30, 26 | +32.23K | 0.08% |
| Gateway Wealth Partners, LLC | 158.93K | Jun 30, 26 | -107.87K | 0.07% |
| InTrack Investment Management Inc | 157.10K | Jun 30, 26 | +20.47K | 0.07% |
| ENDEAVOR PRIVATE WEALTH, INC. | 156.81K | Jun 30, 26 | +9.55K | 0.07% |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 155.95K | Jun 30, 26 | +121.07K | 0.07% |
| ASSETMARK, INC | 152.15K | Jun 30, 26 | +61.84K | 0.07% |
| MISSION WEALTH MANAGEMENT, LP | 152.09K | Jun 30, 26 | +8.02K | 0.07% |
| GOLDMAN SACHS GROUP INC | 149.98K | Jun 30, 26 | +141.55K | 0.07% |
| JPMORGAN CHASE & CO | 149.90K | Jun 30, 26 | +2.21K | 0.07% |
| ROTHSCHILD INVESTMENT LLC | 143.00K | Jun 30, 26 | +17.02K | 0.07% |
| Mutual Advisors, LLC | 141.05K | Jun 30, 26 | +34.32K | 0.07% |
| Dynamic Advisor Solutions LLC | 138.29K | Jun 30, 26 | +416 | 0.06% |
| SITTNER & NELSON, LLC | 136.65K | Jun 30, 26 | +46.29K | 0.06% |
| Fiduciary Alliance LLC | 135.72K | Jun 30, 26 | -427 | 0.06% |
| Envestnet Portfolio Solutions, Inc. | 134.62K | Jun 30, 26 | +16.45K | 0.06% |
| Saxony Capital Management, LLC | 128.83K | Jun 30, 26 | -235 | 0.06% |
| HighPoint Advisor Group LLC | 128.68K | Jun 30, 26 | +4.05K | 0.06% |
| QUANTUM FINANCIAL PARTNERS LLC | 120.30K | Jun 30, 26 | +120.30K | 0.06% |
| Western Wealth Management, LLC | 120.27K | Jun 30, 26 | -15.10K | 0.06% |
| Venture Visionary Partners LLC | 119.58K | Jun 30, 26 | +35.15K | 0.06% |
| Advance Capital Management, Inc. | 118.63K | Jun 30, 26 | -27.65K | 0.05% |
| GREAT VALLEY ADVISOR GROUP, INC. | 113.68K | Jun 30, 26 | -14.54K | 0.05% |
| TRUE BLUE FINANCIAL, LLC | 111.88K | Jun 30, 26 | +13.48K | 0.05% |
| HighTower Advisors, LLC | 109.13K | Jun 30, 26 | -2.75K | 0.05% |
| Ancora Advisors, LLC | 109.01K | Jun 30, 26 | +5.88K | 0.05% |
| LongView Wealth Management | 107.31K | Jun 30, 26 | +11.30K | 0.05% |
| RICHARDS, MERRILL & PETERSON, INC. | 107.28K | Jun 30, 26 | +16.51K | 0.05% |
| Prospera Financial Services Inc | 106.34K | Jun 30, 26 | +18.00K | 0.05% |
| United Advisor Group, LLC | 105.42K | Jun 30, 26 | +5.22K | 0.05% |
| Berger Financial Group, Inc | 104.97K | Jun 30, 26 | +4.54K | 0.05% |
| Heritage Wealth Management, Inc. | 103.41K | Jun 30, 26 | +14.22K | 0.05% |
| Pensionmark Financial Group, LLC | 99.86K | Jun 30, 26 | +464 | 0.05% |
| SNS Financial Group, LLC | 96.49K | Jun 30, 26 | +96.49K | 0.04% |
| SRS Capital Advisors, Inc. | 95.31K | Jun 30, 26 | +94.94K | 0.04% |
| Brinker Capital Investments, LLC | 94.54K | Jun 30, 26 | +22.77K | 0.04% |
| KPP Advisory Services LLC | 93.89K | Jun 30, 26 | +4.61K | 0.04% |
| Saiph Capital, LLC | 92.22K | Jun 30, 26 | +4.51K | 0.04% |
| INDEPENDENT FINANCIAL GROUP, LLC | 90.92K | Jun 30, 26 | -1.52K | 0.04% |
| Copper Harbor Investment Advisors, LLC | 88.57K | Jun 30, 26 | +88.57K | 0.04% |
| Wood Tarver Financial Group, LLC | 86.01K | Jun 30, 26 | +16.64K | 0.04% |
| Lodestone Wealth Management LLC | 83.22K | Jun 30, 26 | -7.89K | 0.04% |
| Meridian Wealth Management, LLC | 81.83K | Jun 30, 26 | -17.00K | 0.04% |
| Hopwood Nicholas Hunter | 80.78K | Jun 30, 26 | +4.54K | 0.04% |
| RFG Advisory, LLC | 80.29K | Jun 30, 26 | -207.12K | 0.04% |
| Synergy Investment Management, LLC | 78.00K | Jun 30, 26 | +9.05K | 0.04% |
| IFG Advisory, LLC | 77.00K | Jun 30, 26 | +77.00K | 0.04% |
| Gotham Asset Management, LLC | 76.45K | Jun 30, 26 | +76.45K | 0.04% |
| CWS Financial Advisors, LLC | 72.46K | Jun 30, 26 | +1.55K | 0.03% |
| Ameritas Advisory Services, LLC | 67.86K | Jun 30, 26 | +22.50K | 0.03% |
| Clear Point Advisors Inc. | 64.64K | Jun 30, 26 | +64.64K | 0.03% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 64.56K | Jun 30, 26 | -1.38K | 0.03% |
| Diversify Advisory Services, LLC | 64.56K | Jun 30, 26 | +64.56K | 0.03% |
| Vestmark Advisory Solutions, Inc. | 61.04K | Jun 30, 26 | +20.61K | 0.03% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 56.49K | Jun 30, 26 | -2.72K | 0.03% |
| Cauble & Harre Wealth Management, Inc. | 56.26K | Jun 30, 26 | +72 | 0.03% |
| Farther Finance Advisors, LLC | 55.97K | Jun 30, 26 | +20.70K | 0.03% |
| FLOW TRADERS U.S. LLC | 54.65K | Jun 30, 26 | +27.61K | 0.03% |
| REGATTA CAPITAL GROUP, LLC | 54.08K | Jun 30, 26 | -9.65K | 0.03% |
| Prosperity Financial Group, Inc. | 53.85K | Jun 30, 26 | +1.64K | 0.02% |
| Bill Few Associates, Inc. | 52.77K | Jun 30, 26 | +3.09K | 0.02% |
| Blueprint Financial Advisors LLC | 52.24K | Jun 30, 26 | -807 | 0.02% |
| Blueprint Investment Partners LLC | 52.24K | Jun 30, 26 | -807 | 0.02% |
| Sun Financial Inc | 50.91K | Jun 30, 26 | +909 | 0.02% |
| Perennial Investment Advisors, LLC | 49.72K | Jun 30, 26 | +8.07K | 0.02% |
| Pines Wealth Management, LLC | 45.68K | Jun 30, 26 | +98 | 0.02% |
| RENAISSANCE TECHNOLOGIES LLC | 44.90K | Jun 30, 26 | +23.10K | 0.02% |
| AA Financial Advisors, LLC | 44.63K | Jun 30, 26 | -7.79K | 0.02% |
| Accretive Wealth Partners, LLC | 44.55K | Jun 30, 26 | -7.28K | 0.02% |
| FIFTH THIRD BANCORP | 44.12K | Jun 30, 26 | +9.01K | 0.02% |
| Birchwood Financial Partners, Inc. | 42.61K | Jun 30, 26 | +12.18K | 0.02% |
| Alchemi Wealth, LLC | 42.02K | Jun 30, 26 | +5.05K | 0.02% |
| Cornerstone Wealth Management, LLC | 39.43K | Jun 30, 26 | -1.92K | 0.02% |
| Merited Wealth, LLC | 39.24K | Jun 30, 26 | -59.79K | 0.02% |
| Michael Brady & Co., LLC | 37.94K | Jun 30, 26 | +37.94K | 0.02% |
| Resources Investment Advisors, LLC. | 36.52K | Jun 30, 26 | +344 | 0.02% |
| Capital Management Associates, Inc | 36.25K | Jun 30, 26 | +360 | 0.02% |
| Bank of New York Mellon Corp | 36.19K | Jun 30, 26 | +18.63K | 0.02% |
| Aurdan Capital Management, LLC | 33.33K | Jun 30, 26 | -232 | 0.02% |
| Jacobi Capital Management LLC | 31.96K | Jun 30, 26 | +3.13K | 0.01% |
| MSH Capital Advisors LLC | 31.61K | Jun 30, 26 | +1.64K | 0.01% |
| Keystone Financial Group | 31.34K | Jun 30, 26 | +1.32K | 0.01% |
| Tempus Wealth Planning, LLC | 30.77K | Jun 30, 26 | +3.49K | 0.01% |
| Financial Perspectives, Inc | 30.23K | Jun 30, 26 | +8.29K | 0.01% |
| PFG Advisors | 29.52K | Jun 30, 26 | +2.77K | 0.01% |
| Evergreen Wealth Partners LLC | 29.15K | Jun 30, 26 | +5.58K | 0.01% |
| Perigon Wealth Management, LLC | 29.05K | Jun 30, 26 | +6.02K | 0.01% |
| Capital Analysts, LLC | 28.70K | Jun 30, 26 | +14.65K | 0.01% |
| Lantern Wealth Advisors, LLC | 28.32K | Jun 30, 26 | +2.04K | 0.01% |
| Sigma Planning Corp | 27.30K | Jun 30, 26 | +871 | 0.01% |
| Gutierrez Wealth Advisory, LLC | 27.24K | Jun 30, 26 | +326 | 0.01% |
| Advisory Services Network, LLC | 26.65K | Jun 30, 26 | +7.88K | 0.01% |
| HARBOR INVESTMENT ADVISORY, LLC | 26.23K | Jun 30, 26 | -- | 0.01% |
| Koshinski Asset Management, Inc. | 25.98K | Jun 30, 26 | +1.03K | 0.01% |
| Savant Capital, LLC | 25.71K | Jun 30, 26 | +25.71K | 0.01% |
| Aspire Growth Partners LLC | 25.07K | Jun 30, 26 | +11.20K | 0.01% |
| Carson Advisory Inc. | 24.08K | Jun 30, 26 | +5.47K | 0.01% |
| NewCorp Financial Services, Inc. | 23.95K | Jun 30, 26 | +877 | 0.01% |
| SAGESPRING WEALTH PARTNERS, LLC | 23.22K | Jun 30, 26 | +3.23K | 0.01% |
| Security Financial Services, INC. | 23.12K | Jun 30, 26 | +6.47K | 0.01% |
| Clearwave Capital, LLC | 21.57K | Jun 30, 26 | -1.21K | 0.01% |
| Kovack Advisors, Inc. | 20.62K | Jun 30, 26 | -4.50K | 0.01% |
| Freestate Advisors LLC | 20.40K | Jun 30, 26 | +26 | 0.01% |
| Gerber Kawasaki Wealth & Investment Management | 17.28K | Jun 30, 26 | -7.39K | 0.01% |
| VICUS CAPITAL | 16.83K | Jun 30, 26 | +3.74K | 0.01% |
| Quadrature Capital Ltd | 16.75K | Jun 30, 26 | +16.75K | 0.01% |
| Atria Investments, Inc | 16.11K | Jun 30, 26 | +5.34K | 0.01% |
| IHT Wealth Management, LLC | 16.03K | Jun 30, 26 | +101 | 0.01% |
| PRIVATE TRUST CO NA | 15.70K | Jun 30, 26 | -260 | 0.01% |
| Vise Technologies, Inc. | 15.58K | Jun 30, 26 | +15.58K | 0.01% |
| MGO ONE SEVEN LLC | 15.48K | Jun 30, 26 | +44 | 0.01% |
| Hartmann Taylor Wealth Management, LLC | 15.40K | Jun 30, 26 | -- | 0.01% |
| WARNER FINANCIAL, INC | 15.18K | Jun 30, 26 | +1.76K | 0.01% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 15.15K | Jun 30, 26 | +575 | 0.01% |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 14.87K | Jun 30, 26 | -1.39K | 0.01% |
| AMERIPRISE FINANCIAL INC | 14.52K | Jun 30, 26 | -2.00K | 0.01% |
| Summit Global Investments | 13.97K | Jun 30, 26 | -165 | 0.01% |
| MAI Capital Management | 13.88K | Jun 30, 26 | +13.88K | 0.01% |
| William Mack & Associates, Inc. | 13.78K | Jun 30, 26 | +979 | 0.01% |
| Advyzon Investment Management, LLC | 13.78K | Jun 30, 26 | +407 | 0.01% |
| Vantus Wealth LLC | 13.70K | Jun 30, 26 | +13.70K | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 13.56K | Jun 30, 26 | +788 | 0.01% |
| Confluence Wealth Services, Inc. | 13.56K | Jun 30, 26 | -49.72K | 0.01% |
| Timmons Wealth Management, LLC | 12.80K | Jun 30, 26 | -243.06K | 0.01% |
| Summit Financial, LLC | 12.22K | Jun 30, 26 | +12.22K | 0.01% |
| RHODES INVESTMENT ADVISORS INC /ADV | 11.95K | Jun 30, 26 | +11.95K | 0.01% |
| Baird Financial Group, Inc. | 11.79K | Jun 30, 26 | +1.47K | 0.01% |
| FLORIDA FINANCIAL ADVISORS, LLC | 11.49K | Jun 30, 26 | +11.49K | 0.01% |
| Brookstone Capital Management | 11.43K | Jun 30, 26 | +383 | 0.01% |
| SILVER OAK SECURITIES, INCORPORATED | 11.30K | Jun 30, 26 | +2.74K | 0.01% |
| Midwest Heritage Bank, FSB | 11.00K | Jun 30, 26 | +109 | 0.01% |
| Snowden Capital Advisors LLC | 10.89K | Jun 30, 26 | -883 | 0.01% |
| PRIVATE CLIENT SERVICES, LLC | 10.86K | Jun 30, 26 | -- | 0.01% |
| Facet Wealth, Inc. | 10.81K | Jun 30, 26 | +10.81K | 0.01% |
| Wealthcare Advisory Partners LLC | 10.66K | Jun 30, 26 | +663 | 0.00% |
| Trilogy Capital Inc. | 10.41K | Jun 30, 26 | -2.25K | 0.00% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10.04K | Jun 30, 26 | -511 | 0.00% |
| Simplicity Wealth,LLC | 10.02K | Jun 30, 26 | +10.02K | 0.00% |
| Rather & Kittrell, Inc. | 9.97K | Jun 30, 26 | -1.18K | 0.00% |
| Orca Wealth Management, LLC | 9.77K | Jun 30, 26 | -- | 0.00% |
| K2 Financial Inc. | 9.65K | Jun 30, 26 | +216 | 0.00% |
| Ashton Thomas Private Wealth, LLC | 9.34K | Jun 30, 26 | +8 | 0.00% |
| J.W. COLE ADVISORS, INC. | 9.20K | Jun 30, 26 | +9.20K | 0.00% |
| Madison Wealth Partners, Inc | 9.07K | Jun 30, 26 | -1.12K | 0.00% |
| NWF Advisory Services Inc. | 8.88K | Jun 30, 26 | -- | 0.00% |
| OPPENHEIMER & CO INC | 8.63K | Jun 30, 26 | -4.10K | 0.00% |
| Geneos Wealth Management Inc. | 8.58K | Jun 30, 26 | +2.73K | 0.00% |
| SUMMIT WEALTH GROUP LLC / CO | 8.44K | Jun 30, 26 | +118 | 0.00% |
| Peterson Wealth Advisors, LLC | 8.39K | Jun 30, 26 | +87 | 0.00% |
| TITLEIST ASSET MANAGEMENT, LLC | 8.13K | Jun 30, 26 | -828 | 0.00% |
| Integrity Advisory Solutions, LLC | 8.08K | Jun 30, 26 | +302 | 0.00% |
| Tidemark, LLC | 7.54K | Jun 30, 26 | +7.54K | 0.00% |
| Qube Research & Technologies Ltd | 6.72K | Jun 30, 26 | +6.72K | 0.00% |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 5.62K | Jun 30, 26 | -- | 0.00% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 5.60K | Jun 30, 26 | -- | 0.00% |
| BANK OF MONTREAL /CAN/ | 5.30K | Jun 30, 26 | -- | 0.00% |
| FLAGSHIP WEALTH ADVISORS, LLC | 5.20K | Jun 30, 26 | +5.20K | 0.00% |
| AlphaCore Capital LLC | 5.17K | Jun 30, 26 | -1.84K | 0.00% |
| Colonial Trust Co / SC | 4.51K | Jun 30, 26 | +2.13K | 0.00% |
| IFP Advisors, Inc | 4.48K | Jun 30, 26 | -1.10K | 0.00% |
| BARRETT & COMPANY, INC. | 4.17K | Jun 30, 26 | -- | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 3.53K | Jun 30, 26 | +3.53K | 0.00% |
| Godfrey Financial Associates, Inc. | 2.83K | Jun 30, 26 | +73 | 0.00% |
| Capital Investment Advisory Services, LLC | 2.05K | Jun 30, 26 | +1.47K | 0.00% |
| Aptus Capital Advisors, LLC | 2.00K | Jun 30, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.85K | Jun 30, 26 | +1.72K | 0.00% |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1.64K | Jun 30, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 1.21K | Jun 30, 26 | +1.21K | 0.00% |
| HHM Wealth Advisors, LLC | 1.17K | Jun 30, 26 | -- | 0.00% |
| ARVEST INVESTMENTS, INC. | 976 | Jun 30, 26 | -- | 0.00% |
| Golden State Wealth Management, LLC | 750 | Jun 30, 26 | +750 | 0.00% |
| FMR LLC | 514 | Jun 30, 26 | -2.85K | 0.00% |
| Rossby Financial, LCC | 287 | Jun 30, 26 | -- | 0.00% |
| Tower Research Capital LLC (TRC) | 207 | Jun 30, 26 | +207 | 0.00% |
| CENTRAL TRUST Co | 100 | Jun 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 90 | Jun 30, 26 | -- | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 89 | Jun 30, 26 | +89 | 0.00% |
| Marshall & Sterling Wealth Advisors Inc. | 15 | Jun 30, 26 | +6 | 0.00% |
| ADVISORTRUST PARTNERS, LLC | -- | Jun 30, 26 | -1.02K | -- |
| SYM FINANCIAL Corp | -- | Jun 30, 26 | -1.32K | -- |
| GUARDIAN WEALTH ADVISORS, LLC / NC | -- | Jun 30, 26 | -2.00K | -- |
| Financial Life Planners | -- | Jun 30, 26 | -440 | -- |
| FINANCIAL CONSULATE, INC | -- | Jun 30, 26 | -79 | -- |
| AE Wealth Management LLC | -- | Jun 30, 26 | -2.80K | -- |
| WFA of San Diego, LLC | -- | Jun 30, 26 | -500 | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -918.36K | -- |
| Legacy Wealth Managment, LLC/ID | -- | Jun 30, 26 | -1.42K | -- |
| Swisher Financial Concepts, Inc. | -- | Jun 30, 26 | -7.74K | -- |
| OLD MISSION CAPITAL LLC | -- | Jun 30, 26 | -82.22K | -- |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -10.62K | -- |
| Richmond Investment Services, LLC | -- | Jun 30, 26 | -69.91K | -- |
| CrossGen Wealth, LLC | -- | Jun 30, 26 | -829 | -- |
| YANKCOM Partnership | -- | Jun 30, 26 | -602 | -- |
| Vermillion & White Wealth Management Group, LLC | -- | Jun 30, 26 | -3.74K | -- |
| Capital Planning Advisors, LLC | 80.71K | Mar 31, 26 | +16.42K | 0.04% |
| U.S. Capital Wealth Advisors, LLC | 74.99K | Mar 31, 26 | +10.64K | 0.03% |
| Sunbelt Securities, Inc. | 50.15K | Mar 31, 26 | +17.36K | 0.02% |
| EXENCIAL WEALTH ADVISORS, LLC | 23.32K | Mar 31, 26 | +3.17K | 0.01% |
| CWM, LLC | 3.56K | Mar 31, 26 | +920 | 0.00% |
| Dentgroup LLC | 158.37K | Dec 31, 25 | -8.48K | 0.07% |
| COMERICA BANK | 28.99K | Dec 31, 25 | +8.13K | 0.01% |
| ORG Partners LLC | 13.22K | Dec 31, 25 | +2.99K | 0.01% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -34.72K | -- |
| FUTURE YOU WEALTH LLC | 255.29K | Jun 30, 25 | +31.28K | 0.12% |
| Atria Wealth Solutions, Inc. | 251.92K | Jun 30, 25 | -48.08K | 0.12% |
| AVANTAX ADVISORY SERVICES, INC. | 98.39K | Jun 30, 25 | +27.14K | 0.05% |
| Congress Wealth Management LLC / DE / | 70.16K | Jun 30, 25 | +3.72K | 0.03% |
| Capital A Wealth Management, LLC | -- | Jun 30, 25 | -885 | -- |
| Good Life Advisors, LLC | -- | Jun 30, 25 | -8.13K | -- |
| Delta Financial Group, Inc. | 33.20K | Mar 31, 25 | -1.35K | 0.02% |
| Orion Portfolio Solutions, LLC | 17.64K | Mar 31, 25 | +17.64K | 0.01% |
| Southern Style Financial, Inc. | 697.63K | Dec 31, 24 | +697.63K | 0.32% |
| WR Wealth Planners, LLC | 4.07K | Dec 31, 24 | -4.15K | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 523.60K | Sep 30, 24 | +523.60K | 0.24% |
| RAYMOND JAMES & ASSOCIATES | 47.03K | Sep 30, 24 | +47.03K | 0.02% |
| FinTrust Capital Advisors, LLC | 556 | Sep 30, 24 | +556 | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1.44K | Jun 30, 24 | +1.44K | 0.00% |
| ICA Group Wealth Management, LLC | 45 | Jun 30, 24 | +30 | 0.00% |