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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 201.01K | Sep 30, 26 | +198.79K | 1.19% |
| INDEPENDENT FINANCIAL GROUP, LLC | 43.03K | Sep 30, 26 | +645 | 0.26% |
| Farther Finance Advisors, LLC | 19.14K | Sep 30, 26 | +5.81K | 0.11% |
| Great Waters Wealth Management | 18.32K | Sep 30, 26 | +265 | 0.11% |
| Unique Wealth Strategies, LLC | 17.14K | Sep 30, 26 | -- | 0.10% |
| Stonebridge Financial Group, LLC | 5.49K | Sep 30, 26 | +104 | 0.03% |
| Signal Advisors Wealth, LLC | 2.75K | Sep 30, 26 | -121 | 0.02% |
| CX Institutional | 324 | Sep 30, 26 | -- | 0.00% |
| Noble Wealth Management PBC | 110 | Sep 30, 26 | -10 | 0.00% |
| Bangor Savings Bank | 73 | Sep 30, 26 | -- | 0.00% |
| Central Pacific Bank - Trust Division | 10 | Sep 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 1 | Sep 30, 26 | -- | 0.00% |
| MLG Wealth Management DBA Pine Grove Financial Group | -- | Sep 30, 26 | -2.22K | -- |
| BANK OF AMERICA CORP /DE/ | 4.54M | Jun 30, 26 | -34.06K | 26.92% |
| LPL Financial LLC | 1.17M | Jun 30, 26 | -92.66K | 6.95% |
| MORGAN STANLEY | 841.65K | Jun 30, 26 | +82.14K | 4.99% |
| RAM Investment Partners, LLC | 561.75K | Jun 30, 26 | +31.39K | 3.33% |
| Resources Investment Advisors, LLC. | 387.39K | Jun 30, 26 | +13.60K | 2.30% |
| Allianz Asset Management GmbH | 380.79K | Jun 30, 26 | +42.37K | 2.26% |
| Mokosak Advisory Group, LLC | 272.42K | Jun 30, 26 | +14.54K | 1.62% |
| NewEdge Advisors, LLC | 208.32K | Jun 30, 26 | -20.56K | 1.24% |
| UBS Group AG | 207.72K | Jun 30, 26 | +2.72K | 1.23% |
| XML Financial, LLC | 182.66K | Jun 30, 26 | -1.57K | 1.08% |
| NOVEM GROUP | 156.84K | Jun 30, 26 | +6.03K | 0.93% |
| Gallagher Fiduciary Advisors, LLC | 151.82K | Jun 30, 26 | -13.89M | 0.90% |
| McAdam, LLC | 139.19K | Jun 30, 26 | +29.92K | 0.83% |
| RFG Advisory, LLC | 109.48K | Jun 30, 26 | +74.16K | 0.65% |
| Cetera Investment Advisers | 108.78K | Jun 30, 26 | +24.48K | 0.65% |
| JONES FINANCIAL COMPANIES LLLP | 101.46K | Jun 30, 26 | +6.25K | 0.60% |
| ROYAL BANK OF CANADA | 96.11K | Jun 30, 26 | -7.06K | 0.57% |
| MYECFO, LLC | 88.58K | Jun 30, 26 | +5.81K | 0.53% |
| ISLAY CAPITAL MANAGEMENT, LLC | 85.56K | Jun 30, 26 | +7.51K | 0.51% |
| ENVESTNET ASSET MANAGEMENT INC | 84.01K | Jun 30, 26 | +2.25K | 0.50% |
| WELLS FARGO & COMPANY/MN | 83.72K | Jun 30, 26 | +4.71K | 0.50% |
| Evensky & Katz LLC | 82.93K | Jun 30, 26 | +17.86K | 0.49% |
| Modern Wealth Management, LLC | 79.37K | Jun 30, 26 | -65.99K | 0.47% |
| MML INVESTORS SERVICES, LLC | 79.10K | Jun 30, 26 | +6.63K | 0.47% |
| AMERIPRISE FINANCIAL INC | 73.27K | Jun 30, 26 | +5.49K | 0.43% |
| Modera Wealth Management, LLC | 71.49K | Jun 30, 26 | +71.49K | 0.42% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 70.83K | Jun 30, 26 | +4.17K | 0.42% |
| Waverly Advisors, LLC | 62.38K | Jun 30, 26 | +1.50K | 0.37% |
| Private Advisor Group, LLC | 61.28K | Jun 30, 26 | +1.51K | 0.36% |
| Mariner, LLC | 59.81K | Jun 30, 26 | +49.53K | 0.35% |
| Cerity Partners LLC | 58.91K | Jun 30, 26 | -639 | 0.35% |
| Dakota Wealth Management | 55.93K | Jun 30, 26 | +2.77K | 0.33% |
| CreativeOne Wealth, LLC | 55.18K | Jun 30, 26 | -1.82K | 0.33% |
| RAYMOND JAMES FINANCIAL INC | 54.49K | Jun 30, 26 | +3.79K | 0.32% |
| Fortis Capital Management LLC | 54.31K | Jun 30, 26 | -3.48K | 0.32% |
| Ausdal Financial Partners, Inc. | 53.98K | Jun 30, 26 | -30.37K | 0.32% |
| ADVISOR GROUP HOLDINGS, INC. | 53.00K | Jun 30, 26 | +2.34K | 0.31% |
| True North Advisors, LLC | 50.24K | Jun 30, 26 | +306 | 0.30% |
| Bernard Wealth Management Corp. | 50.08K | Jun 30, 26 | +4.08K | 0.30% |
| FIRST AMERICAN TRUST, FSB | 48.08K | Jun 30, 26 | +9.53K | 0.29% |
| CAPE COD FIVE CENTS SAVINGS BANK | 47.97K | Jun 30, 26 | +47.97K | 0.28% |
| JPMORGAN CHASE & CO | 47.60K | Jun 30, 26 | +11.64K | 0.28% |
| INDEPENDENT FINANCIAL GROUP, LLC | 42.39K | Jun 30, 26 | +8.28K | 0.25% |
| Integrated Wealth Concepts LLC | 39.00K | Jun 30, 26 | +111 | 0.23% |
| Summit Financial, LLC | 35.71K | Jun 30, 26 | -2.00K | 0.21% |
| Wayfinding Financial, LLC | 35.04K | Jun 30, 26 | +2.26K | 0.21% |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 34.52K | Jun 30, 26 | +2.00K | 0.20% |
| SHEPHERD KAPLAN KROCHUK, LLC | 32.39K | Jun 30, 26 | -1.88K | 0.19% |
| Baird Financial Group, Inc. | 28.73K | Jun 30, 26 | +3.19K | 0.17% |
| PAX Financial Group, LLC | 28.54K | Jun 30, 26 | -26 | 0.17% |
| Strategic Blueprint, LLC | 26.60K | Jun 30, 26 | +211 | 0.16% |
| Capital Analysts, LLC | 25.94K | Jun 30, 26 | +2.97K | 0.15% |
| Cannon Advisors, Inc. | 25.00K | Jun 30, 26 | +9.02K | 0.15% |
| CITADEL ADVISORS LLC | 23.73K | Jun 30, 26 | -41.67K | 0.14% |
| GeoWealth Management, LLC | 22.19K | Jun 30, 26 | -3.61K | 0.13% |
| TRUIST FINANCIAL CORP | 21.31K | Jun 30, 26 | -3.39K | 0.13% |
| Mutual Advisors, LLC | 19.98K | Jun 30, 26 | +2.34K | 0.12% |
| Sequoia Financial Advisors, LLC | 17.93K | Jun 30, 26 | -17.72K | 0.11% |
| Asset One Wealth Management LLC | 17.43K | Jun 30, 26 | +1.58K | 0.10% |
| BNP PARIBAS | 17.16K | Jun 30, 26 | +2.44K | 0.10% |
| Towercrest Capital Management | 16.71K | Jun 30, 26 | -5.64K | 0.10% |
| Alliance Wealth Management Group | 16.71K | Jun 30, 26 | -5.64K | 0.10% |
| Kingsview Wealth Management, LLC | 16.01K | Jun 30, 26 | +2.09K | 0.09% |
| Sanctuary Advisors, LLC | 15.96K | Jun 30, 26 | -263 | 0.09% |
| Security Financial Services, INC. | 15.67K | Jun 30, 26 | -590 | 0.09% |
| AE Wealth Management LLC | 14.88K | Jun 30, 26 | +7.61K | 0.09% |
| Bank of New York Mellon Corp | 14.68K | Jun 30, 26 | +3.27K | 0.09% |
| DAVENPORT & Co LLC | 14.56K | Jun 30, 26 | +258 | 0.09% |
| Van Hulzen Asset Management, LLC | 14.51K | Jun 30, 26 | +8.84K | 0.09% |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 14.07K | Jun 30, 26 | +15 | 0.08% |
| IPG Investment Advisors LLC | 13.75K | Jun 30, 26 | -- | 0.08% |
| HighTower Advisors, LLC | 13.61K | Jun 30, 26 | +169 | 0.08% |
| STIFEL FINANCIAL CORP | 13.37K | Jun 30, 26 | -565 | 0.08% |
| Financial Freedom, LLC | 13.25K | Jun 30, 26 | -8 | 0.08% |
| Cambridge Investment Research Advisors, Inc. | 12.22K | Jun 30, 26 | +1.50K | 0.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 11.95K | Jun 30, 26 | +638 | 0.07% |
| Gotham Asset Management, LLC | 11.89K | Jun 30, 26 | -- | 0.07% |
| Savvy Advisors, Inc. | 11.76K | Jun 30, 26 | -- | 0.07% |
| BAM Wealth Management, LLC | 10.90K | Jun 30, 26 | -988 | 0.06% |
| AQR CAPITAL MANAGEMENT LLC | 10.39K | Jun 30, 26 | +6.75K | 0.06% |
| Jefferies Financial Group Inc. | 10.24K | Jun 30, 26 | -152 | 0.06% |
| Advisory Services Network, LLC | 9.54K | Jun 30, 26 | -337 | 0.06% |
| PFG Advisors | 9.46K | Jun 30, 26 | -699 | 0.06% |
| ALLIANZ SE | 9.00K | Jun 30, 26 | -- | 0.05% |
| Equitable Holdings, Inc. | 8.30K | Jun 30, 26 | +3.46K | 0.05% |
| Arrowroot Family Office, LLC | 8.22K | Jun 30, 26 | +85 | 0.05% |
| MILESTONE ASSET MANAGEMENT, LLC | 8.11K | Jun 30, 26 | -518 | 0.05% |
| Ameritas Advisory Services, LLC | 7.87K | Jun 30, 26 | +4.14K | 0.05% |
| Trek Financial, LLC | 7.48K | Jun 30, 26 | +7.48K | 0.04% |
| Perfromance Wealth Partners, LLC | 7.18K | Jun 30, 26 | -18 | 0.04% |
| GREAT VALLEY ADVISOR GROUP, INC. | 6.44K | Jun 30, 26 | -460 | 0.04% |
| BluePath Capital Management, LLC | 6.37K | Jun 30, 26 | +2.01K | 0.04% |
| FLOW TRADERS U.S. LLC | 6.35K | Jun 30, 26 | -17.64K | 0.04% |
| BLB&B Advisors, LLC | 6.21K | Jun 30, 26 | -1.23K | 0.04% |
| Colony Group, LLC | 6.21K | Jun 30, 26 | +187 | 0.04% |
| Boomfish Wealth Group, LLC | 6.10K | Jun 30, 26 | +225 | 0.04% |
| PKS Advisory Services, LLC | 5.52K | Jun 30, 26 | +5.52K | 0.03% |
| Savant Capital, LLC | 5.46K | Jun 30, 26 | +2.73K | 0.03% |
| Net Worth Advisory Group | 5.38K | Jun 30, 26 | -100.84K | 0.03% |
| Element Wealth, LLC | 5.36K | Jun 30, 26 | -179 | 0.03% |
| Ambassador Advisors, LLC | 5.25K | Jun 30, 26 | -24 | 0.03% |
| Global Retirement Partners, LLC | 5.19K | Jun 30, 26 | +5.19K | 0.03% |
| Barnes Wealth Management Group, Inc | 4.19K | Jun 30, 26 | -163 | 0.02% |
| Keystone Financial Group | 4.14K | Jun 30, 26 | +33 | 0.02% |
| Keystone Wealth Services, LLC | 4.10K | Jun 30, 26 | -- | 0.02% |
| PRINCIPAL SECURITIES, INC. | 4.06K | Jun 30, 26 | -457 | 0.02% |
| SFG Wealth Management, LLC. | 4.03K | Jun 30, 26 | +4.03K | 0.02% |
| Larson Financial Group LLC | 3.87K | Jun 30, 26 | -- | 0.02% |
| Miracle Mile Advisors, LLC | 3.84K | Jun 30, 26 | +46 | 0.02% |
| CHOREO, LLC | 3.81K | Jun 30, 26 | +15 | 0.02% |
| TD Waterhouse Canada Inc. | 3.70K | Jun 30, 26 | -- | 0.02% |
| Allworth Financial LP | 3.67K | Jun 30, 26 | +254 | 0.02% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 3.57K | Jun 30, 26 | -11.09K | 0.02% |
| Womack Financial LLC | 3.17K | Jun 30, 26 | +621 | 0.02% |
| FIFTH THIRD BANCORP | 3.17K | Jun 30, 26 | -1 | 0.02% |
| BANK OF MONTREAL /CAN/ | 2.93K | Jun 30, 26 | -- | 0.02% |
| Signal Advisors Wealth, LLC | 2.87K | Jun 30, 26 | -137 | 0.02% |
| Nikulski Financial, Inc. | 2.81K | Jun 30, 26 | -88 | 0.02% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2.69K | Jun 30, 26 | -- | 0.02% |
| Arkadios Wealth Advisors | 2.67K | Jun 30, 26 | -481 | 0.02% |
| Simplicity Wealth,LLC | 2.65K | Jun 30, 26 | +2.65K | 0.02% |
| Cornerstone Wealth Management, LLC | 2.61K | Jun 30, 26 | +16 | 0.02% |
| MAI Capital Management | 2.41K | Jun 30, 26 | +262 | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 2.35K | Jun 30, 26 | +2.35K | 0.01% |
| Creative Planning | 2.34K | Jun 30, 26 | +123 | 0.01% |
| Triad Wealth Partners, LLC | 2.33K | Jun 30, 26 | +2.33K | 0.01% |
| Peak Financial Management, Inc. | 2.31K | Jun 30, 26 | -- | 0.01% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2.22K | Jun 30, 26 | -21 | 0.01% |
| MLG Wealth Management DBA Pine Grove Financial Group | 2.22K | Jun 30, 26 | -- | 0.01% |
| KICKSTAND VENTURES, LLC. | 2.21K | Jun 30, 26 | -56 | 0.01% |
| Ruggiero Investments, Inc. | 2.17K | Jun 30, 26 | -- | 0.01% |
| Rockefeller Capital Management L.P. | 2.14K | Jun 30, 26 | -239 | 0.01% |
| Vise Technologies, Inc. | 2.12K | Jun 30, 26 | +2.12K | 0.01% |
| OPPENHEIMER & CO INC | 2.11K | Jun 30, 26 | +2.11K | 0.01% |
| Quadrant Private Wealth Management, LLC | 2.10K | Jun 30, 26 | +2.10K | 0.01% |
| EverSource Wealth Advisors, LLC | 1.87K | Jun 30, 26 | -261 | 0.01% |
| Steward Partners Investment Advisory, LLC | 1.72K | Jun 30, 26 | -53 | 0.01% |
| HARBOUR INVESTMENTS, INC. | 1.72K | Jun 30, 26 | -138 | 0.01% |
| WELLINGTON-ALTUS USA INC. | 1.67K | Jun 30, 26 | -647 | 0.01% |
| TD Capital Management LLC | 1.57K | Jun 30, 26 | +19 | 0.01% |
| Vermillion Wealth Management, Inc. | 1.53K | Jun 30, 26 | -151 | 0.01% |
| US BANCORP \DE\ | 1.48K | Jun 30, 26 | -- | 0.01% |
| ROCKY MOUNTAIN ADVISERS, LLC | 1.40K | Jun 30, 26 | -- | 0.01% |
| IFP Advisors, Inc | 1.38K | Jun 30, 26 | -- | 0.01% |
| Rialto Wealth Management, LLC | 1.26K | Jun 30, 26 | -685 | 0.01% |
| Qube Research & Technologies Ltd | 1.23K | Jun 30, 26 | +1.23K | 0.01% |
| Triumph Capital Management | 1.11K | Jun 30, 26 | -266 | 0.01% |
| BLAIR WILLIAM & CO/IL | 1.09K | Jun 30, 26 | +687 | 0.01% |
| PRIVATE TRUST CO NA | 1.08K | Jun 30, 26 | -- | 0.01% |
| Tradewinds Capital Management, LLC | 873 | Jun 30, 26 | -109 | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 648 | Jun 30, 26 | +73 | 0.00% |
| GGM Financials LLC | 597 | Jun 30, 26 | -752 | 0.00% |
| Golden State Wealth Management, LLC | 511 | Jun 30, 26 | -49 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 407 | Jun 30, 26 | -- | 0.00% |
| CITIGROUP INC | 398 | Jun 30, 26 | -2 | 0.00% |
| Wagner Wealth Management, LLC | 375 | Jun 30, 26 | -- | 0.00% |
| Capital Investment Advisory Services, LLC | 345 | Jun 30, 26 | -- | 0.00% |
| Ashton Thomas Private Wealth, LLC | 338 | Jun 30, 26 | -- | 0.00% |
| FMR LLC | 328 | Jun 30, 26 | +3 | 0.00% |
| Parkside Financial Bank & Trust | 285 | Jun 30, 26 | -12 | 0.00% |
| Front Row Advisors LLC | 275 | Jun 30, 26 | -- | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 259 | Jun 30, 26 | -125 | 0.00% |
| Millstone Evans Group, LLC | 253 | Jun 30, 26 | -- | 0.00% |
| TSFG, LLC | 250 | Jun 30, 26 | -9 | 0.00% |
| ASSETMARK, INC | 240 | Jun 30, 26 | -- | 0.00% |
| Hoese & Co LLP | 223 | Jun 30, 26 | +223 | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 221 | Jun 30, 26 | +135 | 0.00% |
| Lodestone Wealth Management LLC | 126 | Jun 30, 26 | -- | 0.00% |
| Plante Moran Financial Advisors, LLC | 125 | Jun 30, 26 | +125 | 0.00% |
| Tidemark, LLC | 105 | Jun 30, 26 | -- | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 105 | Jun 30, 26 | -- | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 87 | Jun 30, 26 | +87 | 0.00% |
| FAS Wealth Partners, Inc. | 83 | Jun 30, 26 | +83 | 0.00% |
| Register Financial Advisors LLC | 68 | Jun 30, 26 | -- | 0.00% |
| SYM FINANCIAL Corp | 50 | Jun 30, 26 | +50 | 0.00% |
| Westfuller Advisors, LLC | 41 | Jun 30, 26 | -- | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 38 | Jun 30, 26 | +38 | 0.00% |
| SRS Capital Advisors, Inc. | 28 | Jun 30, 26 | -- | 0.00% |
| Main Street Group, LTD | 26 | Jun 30, 26 | -- | 0.00% |
| Crewe Advisors LLC | 23 | Jun 30, 26 | -- | 0.00% |
| Aptus Capital Advisors, LLC | 19 | Jun 30, 26 | -- | 0.00% |
| Ronald Blue Trust, Inc. | 15 | Jun 30, 26 | +1 | 0.00% |
| Caldwell Trust Co | 11 | Jun 30, 26 | -- | 0.00% |
| Breakwater Investment Management | 4 | Jun 30, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | 1 | Jun 30, 26 | -171 | 0.00% |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -55 | -- |
| Gallacher Capital Management LLC | -- | Jun 30, 26 | -13.14K | -- |
| RMG Wealth Management LLC | -- | Jun 30, 26 | -797 | -- |
| TWO SIGMA SECURITIES, LLC | -- | Jun 30, 26 | -3.83K | -- |
| Brinker Capital Investments, LLC | -- | Jun 30, 26 | -2.60K | -- |
| Advisory Alpha, LLC | -- | Jun 30, 26 | -2.70K | -- |
| Freestone Capital Holdings, LLC | -- | Jun 30, 26 | -2.50K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -8.30K | -- |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -341 | -- |
| Gateway Wealth Partners, LLC | -- | Jun 30, 26 | -4.04K | -- |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -35.84K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -30.55K | -- |
| Greykasell Wealth Strategies, Inc. | -- | Jun 30, 26 | -696 | -- |
| ADVISORTRUST PARTNERS, LLC | -- | Jun 30, 26 | -1.95K | -- |
| Horizon Investments, LLC | -- | Jun 30, 26 | -38 | -- |
| Vickerman Investment Advisors, Inc. | -- | Jun 30, 26 | -31.09K | -- |
| Detalus Advisors, LLC | -- | Jun 30, 26 | -2.16K | -- |
| BANK OF NOVA SCOTIA | -- | Jun 30, 26 | -266.43K | -- |
| WFA of San Diego, LLC | -- | Jun 30, 26 | -473 | -- |
| CWM, LLC | 1.14M | Mar 31, 26 | +29.51K | 6.76% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 13.47K | Mar 31, 26 | +653 | 0.08% |
| Financial Gravity Asset Management, Inc. | 36 | Mar 31, 26 | -- | 0.00% |
| PURE PORTFOLIOS HOLDINGS LLC | 48.24K | Dec 31, 25 | +2.34K | 0.29% |
| COMERICA BANK | 3.00K | Dec 31, 25 | +56 | 0.02% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -50 | -- |
| Northwest Capital Management Inc | -- | Dec 31, 25 | -156 | -- |
| Lindenwold Advisors, INC | 60.13K | Sep 30, 25 | +2.71K | 0.36% |
| FIRST NATIONAL CORP /MA/ /ADV | 13.96K | Sep 30, 25 | +444 | 0.08% |
| Allianz Investment Management U.S. LLC | 9.00K | Sep 30, 25 | -- | 0.05% |
| Moloney Securities Asset Management, LLC | 3.03K | Sep 30, 25 | -3 | 0.02% |
| Lion Street Advisors, LLC | 2.04K | Sep 30, 25 | +2.04K | 0.01% |
| Martin Worley Group | 62.70K | Jun 30, 25 | +4.81K | 0.37% |
| AVANTAX ADVISORY SERVICES, INC. | 61.04K | Jun 30, 25 | +9.06K | 0.36% |
| Graypoint LLC | 15.05K | Jun 30, 25 | -- | 0.09% |
| Atria Wealth Solutions, Inc. | 4.76K | Jun 30, 25 | +32 | 0.03% |
| PrairieView Partners, LLC | 2.73K | Jun 30, 25 | -- | 0.02% |
| AGILIS PARTNERS LLC | 133.82K | Dec 31, 24 | -8.72K | 0.79% |
| Householder Group Estate & Retirement Specialist, LLC | 137 | Dec 31, 24 | -163 | 0.00% |
| RE Dickinson Investment Advisors, LLC | 111 | Dec 31, 24 | -- | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 69.94K | Sep 30, 24 | +49.66K | 0.42% |
| RAYMOND JAMES & ASSOCIATES | 13.02K | Sep 30, 24 | +1.01K | 0.08% |
| Planning Capital Management Corp | 686 | Sep 30, 24 | -47 | 0.00% |
| Clear Rock Advisors, LLC | 153.52K | Jun 30, 24 | -3.26K | 0.91% |
| ICA Group Wealth Management, LLC | 30 | Jun 30, 24 | -- | 0.00% |
| Cetera Advisors LLC | 24.42K | Mar 31, 24 | -876 | 0.14% |
| Cetera Advisor Networks LLC | 19.07K | Mar 31, 24 | +11.55K | 0.11% |
| SevenOneSeven Capital Management | 2.63K | Dec 31, 23 | -27.60K | 0.02% |
| WEALTHSOURCE PARTNERS, LLC | -- | Dec 31, 23 | -5.39K | -- |
| WealthOne, LLC | 69.48K | Sep 30, 23 | -2.93K | 0.41% |
| COLONY GROUP LLC | 6.12K | Sep 30, 23 | -169 | 0.04% |
| Wealth Management Solutions, LLC | 3.05K | Sep 30, 23 | -195 | 0.02% |
| Sutton Wealth Advisors Inc. | 17 | Sep 30, 23 | -- | 0.00% |
| TimeScale Financial, Inc. | 5.74K | Jun 30, 23 | +11 | 0.03% |
| Kalos Management, Inc. | -- | Jun 30, 23 | -68 | -- |
| Sargent Bickham Lagudis LLC | 13.26K | Dec 31, 22 | +8.03K | 0.08% |
| Covington Capital Management | 48.63K | Sep 30, 22 | +2.21K | 0.29% |
| American Portfolios Advisors | 93 | Sep 30, 22 | -- | 0.00% |
| REILLY FINANCIAL ADVISORS, LLC | 3.06K | Dec 31, 21 | +27 | 0.02% |
| Ameritas Investment Company, LLC | 7.51K | Sep 30, 21 | +3.83K | 0.04% |
| SECURITY NATIONAL TRUST CO | 240 | Sep 30, 21 | -- | 0.00% |
| Hoover Financial Advisors, Inc. | 564 | Jun 30, 21 | -57 | 0.00% |
| Pinnacle Advisory Group, Inc. | 7.81K | Mar 31, 21 | +331 | 0.05% |
| Sullivan, Bruyette, Speros & Blaney, LLC | 1.28K | Mar 31, 21 | +1.28K | 0.01% |
| First Allied Advisory Services, Inc. | 4.75K | Sep 30, 20 | +379 | 0.03% |
| Capstone Financial Group, Inc. | 1.62K | Sep 30, 20 | -- | 0.01% |
| FRONTIER INVESTMENT MGMT CO | 147.07K | Jun 30, 20 | +11.16K | 0.87% |
| Peak Capital Management LLC | 36.92K | Mar 31, 20 | +1.19K | 0.22% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 14.22K | Dec 31, 19 | -523 | 0.08% |
| Advisor Group, Inc. | 9.71K | Dec 31, 19 | -257 | 0.06% |
| Beacon Pointe Wealth Advisors, LLC | 4.96K | Dec 31, 19 | -851 | 0.03% |
| BB&T SECURITIES, LLC | -- | Sep 30, 19 | -32.67K | -- |
| HL FINANCIAL SERVICES LLC | 41.99K | Mar 31, 19 | +2.16K | 0.25% |
| Live Your Vision, LLC | 29.99K | Mar 31, 19 | -136 | 0.18% |
| Ceros Financial Services Inc. | 748 | Mar 31, 19 | +748 | 0.00% |
| Vantage Investment Advisors, LLC | 5.69K | Sep 30, 18 | +188 | 0.03% |
| BB&T INVESTMENT SERVICES, INC. | 6.50K | Dec 31, 17 | +1.66K | 0.04% |
| ACORNS SECURITIES, LLC | -- | Dec 31, 17 | -- | -- |
| Virtu KCG Holdings LLC | 5.48K | Jun 30, 17 | -80 | 0.03% |
| Commonwealth Equity Services, Inc | 4.99K | Jun 30, 17 | +10 | 0.03% |
| Integrated Wealth Management | 14.64K | Mar 31, 17 | +4.46K | 0.09% |
| MSI Financial Services Inc | 602 | Dec 31, 16 | -- | 0.00% |
| Argentus Capital Management, LLC | -- | Dec 31, 16 | -10.16K | -- |
| J.P. Turner & Co Capital Mnagement, LLC | 3.21K | Sep 30, 15 | -288 | 0.02% |
| MANAGED ACCOUNT ADVISORS LLC | 4.60K | Jun 30, 15 | +957 | 0.03% |
| NEW ENGLAND SECURITIES CORP /MA/ | 126 | Dec 31, 14 | -- | 0.00% |
| UBS AG | 10.07K | Sep 30, 14 | +1.45K | 0.06% |
| Jane Street Holding, LLC | 36.69K | Dec 31, 13 | -38.62K | 0.22% |
| KNIGHT CAPITAL GROUP LLC | 5.18K | Jun 30, 13 | +5.18K | 0.03% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data