| Capital International Investors | 720.00K | Jun 30, 26 | -280.00K | 51.95% |
| Capital Group Private Client Services, Inc. | 436.54K | Jun 30, 26 | +127.50K | 31.50% |
| GOLDMAN SACHS GROUP INC | 177.43K | Jun 30, 26 | +177.43K | 12.80% |
| ENVESTNET ASSET MANAGEMENT INC | 118.93K | Jun 30, 26 | +6.51K | 8.58% |
| Midwest Heritage Bank, FSB | 110.60K | Jun 30, 26 | +32.06K | 7.98% |
| TRUIST FINANCIAL CORP | 92.57K | Jun 30, 26 | +3.50K | 6.68% |
| Worthington Financial Partners, LLC | 80.33K | Jun 30, 26 | +811 | 5.80% |
| ADVISOR GROUP HOLDINGS, INC. | 80.28K | Jun 30, 26 | +57.84K | 5.79% |
| LaSalle St. Investment Advisors, LLC | 68.30K | Jun 30, 26 | +1.28K | 4.93% |
| RM Financial Services, LLC | 44.53K | Jun 30, 26 | -1.77K | 3.21% |
| COMMONWEALTH EQUITY SERVICES, LLC | 44.52K | Jun 30, 26 | +12.95K | 3.21% |
| J. Derek Lewis & Associates Inc. | 42.79K | Jun 30, 26 | +5.36K | 3.09% |
| Platt Wealth Management LLC | 37.35K | Jun 30, 26 | +20.09K | 2.69% |
| Cambridge Investment Research Advisors, Inc. | 30.10K | Jun 30, 26 | +4.50K | 2.17% |
| MML INVESTORS SERVICES, LLC | 29.19K | Jun 30, 26 | +4.38K | 2.11% |
| BENJAMIN EDWARDS INC | 28.20K | Jun 30, 26 | +28.20K | 2.03% |
| Prime Capital Investment Advisors, LLC | 17.00K | Jun 30, 26 | -- | 1.23% |
| ROTHSCHILD INVESTMENT LLC | 16.20K | Jun 30, 26 | -- | 1.17% |
| Junk Investment Group, LLC | 15.91K | Jun 30, 26 | -- | 1.15% |
| CITADEL ADVISORS LLC | 13.15K | Jun 30, 26 | +13.15K | 0.95% |
| JANE STREET GROUP, LLC | 12.34K | Jun 30, 26 | -1.48K | 0.89% |
| Valmark Advisers, Inc. | 10.85K | Jun 30, 26 | +10.85K | 0.78% |
| Kestra Advisory Services, LLC | 9.20K | Jun 30, 26 | +9.20K | 0.66% |
| Pensionmark Financial Group, LLC | 8.19K | Jun 30, 26 | -- | 0.59% |
| Latitude Advisors, LLC | 7.64K | Jun 30, 26 | +7.64K | 0.55% |
| HARBOUR INVESTMENTS, INC. | 4.65K | Jun 30, 26 | +2.40K | 0.34% |
| EverSource Wealth Advisors, LLC | 1.88K | Jun 30, 26 | -- | 0.14% |
| CHILTON CAPITAL MANAGEMENT LLC | 1.00K | Jun 30, 26 | -232 | 0.07% |
| Lavaca Capital LLC | 1.00K | Jun 30, 26 | -- | 0.07% |
| WELLS FARGO & COMPANY/MN | 1.00K | Jun 30, 26 | +1.00K | 0.07% |
| SITTNER & NELSON, LLC | 900 | Jun 30, 26 | +900 | 0.06% |
| AMERIFLEX GROUP, INC. | 300 | Jun 30, 26 | -- | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 135 | Jun 30, 26 | +20 | 0.01% |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.34K | -- |
| Sunbelt Securities, Inc. | 930 | Mar 31, 26 | -- | 0.07% |