COWG(COWG)
COWG
Institutional Ownership
Top 267 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 1.68M | Jun 30, 26 | -136.76K | 2.69% |
| Cambridge Investment Research Advisors, Inc. | 1.02M | Jun 30, 26 | +4.53K | 1.63% |
| Kestra Advisory Services, LLC | 668.60K | Jun 30, 26 | +36.83K | 1.07% |
| TRUIST FINANCIAL CORP | 508.85K | Jun 30, 26 | +2.84K | 0.81% |
| Heck Capital Advisors, LLC | 474.72K | Jun 30, 26 | +843 | 0.76% |
| COMMONWEALTH EQUITY SERVICES, LLC | 437.65K | Jun 30, 26 | -53.17K | 0.70% |
| RVW Wealth, LLC | 385.84K | Jun 30, 26 | +43.85K | 0.62% |
| Plan Group Financial, LLC | 325.05K | Jun 30, 26 | +50.20K | 0.52% |
| Sylvest Advisors, LLC | 306.10K | Jun 30, 26 | -5.58K | 0.49% |
| HBW Advisory Services LLC | 254.07K | Jun 30, 26 | +4.88K | 0.41% |
| Team Financial Group, LLC | 229.66K | Jun 30, 26 | +3.38K | 0.37% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 229.38K | Jun 30, 26 | +3.99K | 0.37% |
| Cornerstone Wealth Management, LLC | 223.00K | Jun 30, 26 | -13.10K | 0.36% |
| FLAGSHIP HARBOR ADVISORS, LLC | 192.83K | Jun 30, 26 | +19.64K | 0.31% |
| Laurel Wealth Planning LLC | 167.02K | Jun 30, 26 | -6.10K | 0.27% |
| ATLANTIC FAMILY WEALTH, LLC | 140.97K | Jun 30, 26 | +2.52K | 0.23% |
| Tandem Investment Partners LLC | 127.47K | Jun 30, 26 | +3.19K | 0.20% |
| ARQ WEALTH ADVISORS, LLC | 126.08K | Jun 30, 26 | +94.44K | 0.20% |
| EverSource Wealth Advisors, LLC | 124.07K | Jun 30, 26 | +17.49K | 0.20% |
| PRINCIPAL SECURITIES, INC. | 118.63K | Jun 30, 26 | -14.45K | 0.19% |
| PCG Wealth Advisors, LLC | 94.01K | Jun 30, 26 | +1.89K | 0.15% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 85.70K | Jun 30, 26 | -2.41K | 0.14% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 81.93K | Jun 30, 26 | +7.76K | 0.13% |
| Teamwork Financial Advisors, LLC | 81.33K | Jun 30, 26 | -1.16K | 0.13% |
| PARK AVENUE SECURITIES LLC | 80.92K | Jun 30, 26 | -452 | 0.13% |
| Atlas Private Wealth Advisors | 77.10K | Jun 30, 26 | +7.90K | 0.12% |
| INDEPENDENT FINANCIAL GROUP, LLC | 74.40K | Jun 30, 26 | +1.58K | 0.12% |
| Mason & Associates Inc | 74.03K | Jun 30, 26 | -14.63K | 0.12% |
| Kovack Advisors, Inc. | 73.75K | Jun 30, 26 | +5.19K | 0.12% |
| Private Advisor Group, LLC | 71.72K | Jun 30, 26 | +34.91K | 0.11% |
| First Heartland Consultants, Inc. | 65.88K | Jun 30, 26 | +6.90K | 0.11% |
| Savvy Advisors, Inc. | 64.91K | Jun 30, 26 | +7.53K | 0.10% |
| CRUX WEALTH ADVISORS | 63.11K | Jun 30, 26 | +619 | 0.10% |
| FORTEM FINANCIAL GROUP, LLC | 61.27K | Jun 30, 26 | -2.12K | 0.10% |
| Lighthouse Wealth Management Inc. | 59.27K | Jun 30, 26 | -11.33K | 0.09% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 57.24K | Jun 30, 26 | -215 | 0.09% |
| Centurion Wealth Management LLC | 52.72K | Jun 30, 26 | -35.23K | 0.08% |
| Noble Wealth Management PBC | 51.86K | Jun 30, 26 | -16.76K | 0.08% |
| Belpointe Asset Management LLC | 50.20K | Jun 30, 26 | +13.09K | 0.08% |
| BENJAMIN EDWARDS INC | 49.94K | Jun 30, 26 | +1.79K | 0.08% |
| XML Financial, LLC | 48.10K | Jun 30, 26 | +3.79K | 0.08% |
| ROMANO BROTHERS AND COMPANY | 43.94K | Jun 30, 26 | +867 | 0.07% |
| Comprehensive Financial Consultants Institutional, Inc. | 42.12K | Jun 30, 26 | +786 | 0.07% |
| Post Resch Tallon Group Inc. | 41.58K | Jun 30, 26 | -400 | 0.07% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 40.46K | Jun 30, 26 | -1.25K | 0.06% |
| VISTA INVESTMENT PARTNERS LLC | 38.68K | Jun 30, 26 | +544 | 0.06% |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 38.26K | Jun 30, 26 | -850.74K | 0.06% |
| PRIVATE CLIENT SERVICES, LLC | 36.30K | Jun 30, 26 | -6.73K | 0.06% |
| JBR Co Financial Management Inc | 35.23K | Jun 30, 26 | -4.62K | 0.06% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 35.17K | Jun 30, 26 | +2.91K | 0.06% |
| DAVENPORT & Co LLC | 32.46K | Jun 30, 26 | +176 | 0.05% |
| Wealthcare Advisory Partners LLC | 31.73K | Jun 30, 26 | -1.02K | 0.05% |
| HB Wealth Management, LLC | 31.39K | Jun 30, 26 | +18.29K | 0.05% |
| Brookstone Capital Management | 31.32K | Jun 30, 26 | +1.68K | 0.05% |
| J.W. COLE ADVISORS, INC. | 29.94K | Jun 30, 26 | -402 | 0.05% |
| AE Wealth Management LLC | 25.26K | Jun 30, 26 | +5.92K | 0.04% |
| Prospera Financial Services Inc | 23.69K | Jun 30, 26 | +1.16K | 0.04% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 23.59K | Jun 30, 26 | -2.71K | 0.04% |
| TCG Advisory Services, LLC | 22.77K | Jun 30, 26 | +1.40K | 0.04% |
| RFG Advisory, LLC | 22.49K | Jun 30, 26 | -191.02K | 0.04% |
| PFG Investments, LLC | 21.61K | Jun 30, 26 | -11.76K | 0.03% |
| IFP Advisors, Inc | 20.33K | Jun 30, 26 | +2.06K | 0.03% |
| Y-Intercept (Hong Kong) Ltd | 16.71K | Jun 30, 26 | +16.71K | 0.03% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15.95K | Jun 30, 26 | +7.96K | 0.03% |
| Clarity Asset Management, Inc. | 14.63K | Jun 30, 26 | +69 | 0.02% |
| D.A. DAVIDSON & CO. | 14.61K | Jun 30, 26 | +499 | 0.02% |
| VISIONARY HORIZONS, LLC | 14.00K | Jun 30, 26 | +6.19K | 0.02% |
| GK Wealth Management LLC | 13.84K | Jun 30, 26 | +13.84K | 0.02% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 13.02K | Jun 30, 26 | +50 | 0.02% |
| OxenFree Capital LLC | 12.41K | Jun 30, 26 | -761 | 0.02% |
| Nilsine Partners, LLC | 11.81K | Jun 30, 26 | +1.82K | 0.02% |
| WIN ADVISORS, INC | 11.34K | Jun 30, 26 | -1.21K | 0.02% |
| MONEY CONCEPTS CAPITAL CORP | 11.30K | Jun 30, 26 | -247 | 0.02% |
| Cooper Financial Group | 10.27K | Jun 30, 26 | -- | 0.02% |
| TrueWealth Advisors, LLC | 9.10K | Jun 30, 26 | -4.28K | 0.01% |
| Runnymede Capital Advisors, Inc. | 8.91K | Jun 30, 26 | -1.32K | 0.01% |
| CATHY PARETO & ASSOCIATES, INC | 8.74K | Jun 30, 26 | +929 | 0.01% |
| Total Clarity Wealth Management, Inc. | 8.71K | Jun 30, 26 | -2.72K | 0.01% |
| High Net Worth Advisory Group LLC | 8.65K | Jun 30, 26 | +7 | 0.01% |
| Purus Wealth Management, LLC | 7.95K | Jun 30, 26 | -2.08K | 0.01% |
| FOUNDERS FINANCIAL SECURITIES LLC | 7.79K | Jun 30, 26 | +7.79K | 0.01% |
| Revisor Wealth Management LLC | 7.56K | Jun 30, 26 | +152 | 0.01% |
| Sovran Advisors, LLC | 7.05K | Jun 30, 26 | -1.53K | 0.01% |
| Stegent Equity Advisors, Inc. | 6.82K | Jun 30, 26 | -- | 0.01% |
| Bison Wealth, LLC | 6.73K | Jun 30, 26 | -1.25K | 0.01% |
| Fermata Advisors, LLC | 6.20K | Jun 30, 26 | +1 | 0.01% |
| Atlas Wealth LLC | 6.04K | Jun 30, 26 | -- | 0.01% |
| Patriot Financial Group Insurance Agency, LLC | 5.95K | Jun 30, 26 | +5.95K | 0.01% |
| Farther Finance Advisors, LLC | 5.83K | Jun 30, 26 | +4 | 0.01% |
| Optivise Advisory Services LLC | 5.76K | Jun 30, 26 | +5.76K | 0.01% |
| Tradewinds Capital Management, LLC | 5.64K | Jun 30, 26 | -- | 0.01% |
| Wealth Management Associates, Inc. | 5.17K | Jun 30, 26 | +5.17K | 0.01% |
| Triumph Capital Management | 4.92K | Jun 30, 26 | +885 | 0.01% |
| PRIVATE TRUST CO NA | 4.72K | Jun 30, 26 | -3.01K | 0.01% |
| HAZLETT, BURT & WATSON, INC. | 3.21K | Jun 30, 26 | +1.91K | 0.01% |
| CoreCap Advisors, LLC | 3.06K | Jun 30, 26 | +396 | 0.00% |
| Capital Investment Advisory Services, LLC | 2.99K | Jun 30, 26 | +71 | 0.00% |
| ASSETMARK, INC | 1.69K | Jun 30, 26 | -50 | 0.00% |
| Provenance Wealth Advisors, LLC | 1.40K | Jun 30, 26 | -- | 0.00% |
| Nova Wealth Management, Inc. | 1.01K | Jun 30, 26 | -518 | 0.00% |
| Pinnacle Bancorp, Inc. | 518 | Jun 30, 26 | +143 | 0.00% |
| Crewe Advisors LLC | 451 | Jun 30, 26 | -- | 0.00% |
| HHM Wealth Advisors, LLC | 408 | Jun 30, 26 | -- | 0.00% |
| Buck Wealth Strategies, LLC | 177 | Jun 30, 26 | +177 | 0.00% |
| Trust Co | 121 | Jun 30, 26 | +100 | 0.00% |
| Cornerstone Planning Group LLC | 71 | Jun 30, 26 | -- | 0.00% |
| FARMERS & MERCHANTS INVESTMENTS INC | 46 | Jun 30, 26 | +46 | 0.00% |
| Glass Jacobson Investment Advisors llc | 25 | Jun 30, 26 | -- | 0.00% |
| Ritter Daniher Financial Advisory LLC / DE | 20 | Jun 30, 26 | -- | 0.00% |
| GHP Investment Advisors, Inc. | -- | Jun 30, 26 | -373 | -- |
| Brookwood Investment Group LLC | -- | Jun 30, 26 | -6.02K | -- |
| Colonial River Wealth Management, LLC | -- | Jun 30, 26 | -29.77K | -- |
| Clear Creek Financial Management, LLC | -- | Jun 30, 26 | -11.38K | -- |
| Trademark Financial Management, LLC | -- | Jun 30, 26 | -13.22K | -- |
| Merkkuri Wealth Advisors LLC | -- | Jun 30, 26 | -50 | -- |
| Summit Wealth Partners, LLC | -- | Jun 30, 26 | -14.81K | -- |
| FIRST HORIZON CORP | -- | Jun 30, 26 | -3.09K | -- |
| Gateway Wealth Partners, LLC | -- | Jun 30, 26 | -33.34K | -- |
| Tactive Advisors, LLC | -- | Jun 30, 26 | -42.78K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -2.38K | -- |
| Prosperity Financial Group, Inc. | -- | Jun 30, 26 | -32.90K | -- |
| BANK OF AMERICA CORP /DE/ | 6.27M | Mar 31, 26 | -493.12K | 10.01% |
| LPL Financial LLC | 5.18M | Mar 31, 26 | -310.22K | 8.28% |
| RAYMOND JAMES FINANCIAL INC | 2.23M | Mar 31, 26 | -410.80K | 3.55% |
| WELLS FARGO & COMPANY/MN | 2.03M | Mar 31, 26 | -504.52K | 3.23% |
| JONES FINANCIAL COMPANIES LLLP | 1.74M | Mar 31, 26 | +34.81K | 2.78% |
| MORGAN STANLEY | 1.47M | Mar 31, 26 | -83.11K | 2.35% |
| Cetera Investment Advisers | 1.09M | Mar 31, 26 | +45.13K | 1.74% |
| MML INVESTORS SERVICES, LLC | 1.07M | Mar 31, 26 | -75.49K | 1.71% |
| ADVISOR GROUP HOLDINGS, INC. | 902.91K | Mar 31, 26 | -99.24K | 1.44% |
| ROYAL BANK OF CANADA | 545.97K | Mar 31, 26 | +94.70K | 0.87% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 535.30K | Mar 31, 26 | -145.66K | 0.85% |
| Clark Capital Management Group, Inc. | 531.20K | Mar 31, 26 | +5.00K | 0.85% |
| Aspire Capital Advisors LLC | 496.19K | Mar 31, 26 | +43.77K | 0.79% |
| Foundations Investment Advisors, LLC | 468.26K | Mar 31, 26 | +12.64K | 0.75% |
| HighTower Advisors, LLC | 431.18K | Mar 31, 26 | +1.20K | 0.69% |
| Steward Partners Investment Advisory, LLC | 364.49K | Mar 31, 26 | +29.84K | 0.58% |
| Rockefeller Capital Management L.P. | 321.93K | Mar 31, 26 | -273.48K | 0.51% |
| GOLDMAN SACHS GROUP INC | 290.10K | Mar 31, 26 | +239.55K | 0.46% |
| Brinker Capital Investments, LLC | 233.47K | Mar 31, 26 | -261.10K | 0.37% |
| Kingsview Wealth Management, LLC | 191.48K | Mar 31, 26 | +4.16K | 0.31% |
| Mariner, LLC | 187.23K | Mar 31, 26 | -97.75K | 0.30% |
| Baird Financial Group, Inc. | 150.78K | Mar 31, 26 | -30.61K | 0.24% |
| STIFEL FINANCIAL CORP | 149.53K | Mar 31, 26 | -5.32K | 0.24% |
| VERUS CAPITAL PARTNERS, LLC | 148.40K | Mar 31, 26 | +10.53K | 0.24% |
| ATLANTIC FAMILY WEALTH, LLC | 138.45K | Mar 31, 26 | +9.11K | 0.22% |
| Advisory Services Network, LLC | 130.58K | Mar 31, 26 | -3.72K | 0.21% |
| Fortis Advisors, LLC | 130.16K | Mar 31, 26 | +25.23K | 0.21% |
| Arkadios Wealth Advisors | 120.85K | Mar 31, 26 | -1.19K | 0.19% |
| Pensionmark Financial Group, LLC | 103.98K | Mar 31, 26 | -15.21K | 0.17% |
| JPMORGAN CHASE & CO | 101.32K | Mar 31, 26 | +15.94K | 0.16% |
| NewEdge Advisors, LLC | 97.74K | Mar 31, 26 | -23.06K | 0.16% |
| Waverly Advisors, LLC | 95.28K | Mar 31, 26 | +36.27K | 0.15% |
| Equitable Holdings, Inc. | 93.87K | Mar 31, 26 | -1.95K | 0.15% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 87.10K | Mar 31, 26 | +21.88K | 0.14% |
| HARBOUR INVESTMENTS, INC. | 85.70K | Mar 31, 26 | -291.17K | 0.14% |
| Independent Advisor Alliance | 75.78K | Mar 31, 26 | +75.78K | 0.12% |
| Sanctuary Advisors, LLC | 73.64K | Mar 31, 26 | -55.72K | 0.12% |
| Per Stirling Capital Management, LLC. | 72.95K | Mar 31, 26 | -9.53K | 0.12% |
| AssuredPartners Investment Advisors, LLC | 66.44K | Mar 31, 26 | +15.23K | 0.11% |
| IHT Wealth Management, LLC | 62.85K | Mar 31, 26 | +12.47K | 0.10% |
| Gotham Asset Management, LLC | 61.09K | Mar 31, 26 | +10.03K | 0.10% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 59.00K | Mar 31, 26 | +3.36K | 0.09% |
| Summit Financial, LLC | 52.39K | Mar 31, 26 | +4.70K | 0.08% |
| Empirical Asset Management, LLC | 51.51K | Mar 31, 26 | -720 | 0.08% |
| SMITH, MOORE & CO. | 50.73K | Mar 31, 26 | -7.66K | 0.08% |
| Tower Research Capital LLC (TRC) | 46.15K | Mar 31, 26 | +42.74K | 0.07% |
| Stratos Wealth Partners, LTD. | 45.60K | Mar 31, 26 | +2.46K | 0.07% |
| Clay Northam Wealth Management, LLC | 45.27K | Mar 31, 26 | -225 | 0.07% |
| MILLINGTON SECURITIES, INC. | 44.62K | Mar 31, 26 | +44.62K | 0.07% |
| WBI INVESTMENTS, INC. | 44.62K | Mar 31, 26 | +1.46K | 0.07% |
| Geneos Wealth Management Inc. | 41.98K | Mar 31, 26 | +4.08K | 0.07% |
| Long Island Wealth Management, Inc. | 41.19K | Mar 31, 26 | +1.14K | 0.07% |
| Empire Financial Management Company, LLC | 36.09K | Mar 31, 26 | -282 | 0.06% |
| OFC FINANCIAL PLANNING, LLC | 34.91K | Mar 31, 26 | -303 | 0.06% |
| CITADEL ADVISORS LLC | 33.93K | Mar 31, 26 | +33.93K | 0.05% |
| Gateway Wealth Partners, LLC | 33.34K | Mar 31, 26 | +15.54K | 0.05% |
| Tripletail Wealth Management, LLC | 29.46K | Mar 31, 26 | -5.05K | 0.05% |
| UBS Group AG | 28.76K | Mar 31, 26 | -13.50K | 0.05% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 28.39K | Mar 31, 26 | +5.73K | 0.05% |
| Western Wealth Management, LLC | 28.21K | Mar 31, 26 | -3.72K | 0.05% |
| Compass Advisory Group LLC | 27.36K | Mar 31, 26 | +954 | 0.04% |
| COZAD ASSET MANAGEMENT INC | 26.11K | Mar 31, 26 | +7.70K | 0.04% |
| Sigma Planning Corp | 24.95K | Mar 31, 26 | -11.13K | 0.04% |
| Capital Analysts, LLC | 23.89K | Mar 31, 26 | +2.49K | 0.04% |
| Janney Montgomery Scott LLC | 23.40K | Mar 31, 26 | +1.99K | 0.04% |
| HighPoint Advisor Group LLC | 23.26K | Mar 31, 26 | +4.30K | 0.04% |
| MUIRFIELD WEALTH ADVISORS LLC | 22.52K | Mar 31, 26 | +467 | 0.04% |
| BROWN ADVISORY INC | 21.62K | Mar 31, 26 | +143 | 0.03% |
| Copia Wealth Management | 21.16K | Mar 31, 26 | -21.43K | 0.03% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 20.09K | Mar 31, 26 | -103.70K | 0.03% |
| Ellis Investment Partners, LLC | 19.91K | Mar 31, 26 | -3.50K | 0.03% |
| Ausdal Financial Partners, Inc. | 16.11K | Mar 31, 26 | +2.55K | 0.03% |
| Ameritas Advisory Services, LLC | 15.40K | Mar 31, 26 | +1.72K | 0.02% |
| NATIXIS ADVISORS, L.P. | 14.40K | Mar 31, 26 | +14.40K | 0.02% |
| Palumbo Wealth Management LLC | 13.57K | Mar 31, 26 | -- | 0.02% |
| XTX Topco Ltd | 13.09K | Mar 31, 26 | +13.09K | 0.02% |
| WIN ADVISORS, INC | 12.54K | Mar 31, 26 | -538 | 0.02% |
| Maridea Wealth Management LLC | 12.46K | Mar 31, 26 | -1.75K | 0.02% |
| Pasadena Private Wealth, LLC | 12.35K | Mar 31, 26 | +22 | 0.02% |
| Smart Portfolios, LLC | 12.14K | Mar 31, 26 | -73 | 0.02% |
| EP Wealth Advisors, LLC | 12.13K | Mar 31, 26 | +12.13K | 0.02% |
| Trexquant Investment LP | 11.94K | Mar 31, 26 | -292 | 0.02% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 11.93K | Mar 31, 26 | +11.93K | 0.02% |
| MONEY CONCEPTS CAPITAL CORP | 11.54K | Mar 31, 26 | -6.72K | 0.02% |
| White Knight Strategic Wealth Advisors, LLC | 10.72K | Mar 31, 26 | -1.72K | 0.02% |
| FLOW TRADERS U.S. LLC | 9.49K | Mar 31, 26 | +9.49K | 0.02% |
| Cresset Asset Management, LLC | 9.39K | Mar 31, 26 | +17 | 0.01% |
| SEEDS INVESTOR LLC | 8.77K | Mar 31, 26 | -- | 0.01% |
| Capasso Planning Partners LLC | 8.62K | Mar 31, 26 | -177 | 0.01% |
| GSG Advisors LLC | 8.45K | Mar 31, 26 | +18 | 0.01% |
| StoneX Group Inc. | 8.40K | Mar 31, 26 | -170.95K | 0.01% |
| Convergence Financial, LLC | 7.99K | Mar 31, 26 | -- | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7.78K | Mar 31, 26 | +6.73K | 0.01% |
| SILVER OAK SECURITIES, INCORPORATED | 6.77K | Mar 31, 26 | -48.67K | 0.01% |
| Bey-Douglas LLC | 6.36K | Mar 31, 26 | -600 | 0.01% |
| U.S. Capital Wealth Advisors, LLC | 6.30K | Mar 31, 26 | -- | 0.01% |
| HRT FINANCIAL LP | 6.12K | Mar 31, 26 | +6.12K | 0.01% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6.08K | Mar 31, 26 | -38.92K | 0.01% |
| Glen Eagle Advisors, LLC | 4.43K | Mar 31, 26 | +7 | 0.01% |
| FIFTH THIRD BANCORP | 3.99K | Mar 31, 26 | +3.84K | 0.01% |
| FMR LLC | 2.65K | Mar 31, 26 | +27 | 0.00% |
| Colonial Trust Co / SC | 2.12K | Mar 31, 26 | -- | 0.00% |
| Allworth Financial LP | 1.47K | Mar 31, 26 | +1.27K | 0.00% |
| CWM, LLC | 1.00K | Mar 31, 26 | +1.00K | 0.00% |
| Front Row Advisors LLC | 900 | Mar 31, 26 | -- | 0.00% |
| Anfield Capital Management, LLC | 486 | Mar 31, 26 | -- | 0.00% |
| AlphaCore Capital LLC | 405 | Mar 31, 26 | -- | 0.00% |
| WealthShield Partners, LLC | 390 | Mar 31, 26 | +1 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 300 | Mar 31, 26 | -- | 0.00% |
| SRS Capital Advisors, Inc. | 162 | Mar 31, 26 | -- | 0.00% |
| Plante Moran Financial Advisors, LLC | 139 | Mar 31, 26 | +139 | 0.00% |
| MPWM ADVISORY SOLUTIONS, LLC | 78 | Mar 31, 26 | -- | 0.00% |
| RICHARDSON FINANCIAL SERVICES INC. | 57 | Mar 31, 26 | +57 | 0.00% |
| BESSEMER GROUP INC | 32 | Mar 31, 26 | +32 | 0.00% |
| VANGUARD ADVISERS INC | 14 | Mar 31, 26 | +14 | 0.00% |
| CALTON & ASSOCIATES, INC. | -- | Mar 31, 26 | -21.28K | -- |
| Diversify Advisory Services, LLC | -- | Mar 31, 26 | -12.82K | -- |
| Lifeworks Advisors, LLC | -- | Mar 31, 26 | -49.43K | -- |
| CreativeOne Wealth, LLC | -- | Mar 31, 26 | -24.26K | -- |
| Modern Wealth Management, LLC | -- | Mar 31, 26 | -7.13K | -- |
| Perigon Wealth Management, LLC | -- | Mar 31, 26 | -5.90K | -- |
| Arete Wealth Advisors, LLC | -- | Mar 31, 26 | -11.80K | -- |
| IFG Advisory, LLC | -- | Mar 31, 26 | -34.54K | -- |
| JANE STREET GROUP, LLC | -- | Mar 31, 26 | -27.79K | -- |
| Delta Investment Management, LLC | -- | Mar 31, 26 | -104.59K | -- |
| Smartleaf Asset Management LLC | -- | Mar 31, 26 | -386 | -- |
| B & T Capital Management DBA Alpha Capital Management | -- | Mar 31, 26 | -21.93K | -- |
| CMC Financial Group | -- | Mar 31, 26 | -19.41K | -- |
| Advyzon Investment Management, LLC | -- | Mar 31, 26 | -13.40K | -- |
| HUNTINGTON NATIONAL BANK | -- | Mar 31, 26 | -231 | -- |
| COMERICA BANK | 12.28K | Dec 31, 25 | -8.06K | 0.02% |
| Global Retirement Partners, LLC | 9.97K | Dec 31, 25 | -4 | 0.02% |
| Yeomans Consulting Group, Inc. | -- | Dec 31, 25 | -399.40K | -- |
| Financial Advocates Investment Management | 7.81K | Sep 30, 25 | -52.31K | 0.01% |
| Lion Street Advisors, LLC | -- | Sep 30, 25 | -30.65K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 169.80K | Jun 30, 25 | +32.86K | 0.27% |
| Atria Wealth Solutions, Inc. | 49.54K | Jun 30, 25 | -46.69K | 0.08% |
| Tyler-Stone Wealth Management | 8.27K | Jun 30, 25 | +24 | 0.01% |
| First Horizon Advisors, Inc. | 1.02K | Jun 30, 25 | +1.02K | 0.00% |
| Orion Portfolio Solutions, LLC | 184.14K | Mar 31, 25 | +153.48K | 0.29% |
| Lane & Associates LLC | 10.65K | Mar 31, 25 | +3.64K | 0.02% |
| Raymond James Financial Services Advisors, Inc. | 142.93K | Sep 30, 24 | +5.40K | 0.23% |
| RAYMOND JAMES & ASSOCIATES | 116.76K | Sep 30, 24 | +16.84K | 0.19% |
| RAYMOND JAMES TRUST N.A. | 7.13K | Sep 30, 24 | +7.13K | 0.01% |
| Cetera Advisors LLC | 26.27K | Mar 31, 24 | +6.94K | 0.04% |
| Cetera Advisor Networks LLC | 17.89K | Mar 31, 24 | -1.66K | 0.03% |