Calamos Strategic Total Return Fund(CSQ)

$20.73—Stale · unknown old

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Calamos Strategic Total Return Fund(CSQ)

NASDAQ • Last print unknown ago

$20.73—Stale · unknown old

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CSQ(CSQ)

CSQ

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Institutional Ownership

Top 314 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	4.87M	Jun 30, 26	+7.95K	3.03%
MORGAN STANLEY	4.30M	Jun 30, 26	-67.48K	2.68%
UBS Group AG	3.94M	Jun 30, 26	+29.00K	2.46%
WELLS FARGO & COMPANY/MN	3.05M	Jun 30, 26	-17.61K	1.90%
RAYMOND JAMES FINANCIAL INC	2.36M	Jun 30, 26	+230.34K	1.47%
ROYAL BANK OF CANADA	2.16M	Jun 30, 26	+44.76K	1.35%
Karpus Management, Inc.	2.05M	Jun 30, 26	+107.58K	1.28%
LPL Financial LLC	1.25M	Jun 30, 26	+24.45K	0.78%
Bensler, LLC	1.15M	Jun 30, 26	+38.17K	0.72%
McGowan Group Asset Management, Inc.	787.26K	Jun 30, 26	-7.44K	0.49%
Cetera Investment Advisers	772.01K	Jun 30, 26	-10.61K	0.48%
Rockefeller Capital Management L.P.	748.41K	Jun 30, 26	+38.23K	0.47%
Advisors Asset Management, Inc.	699.53K	Jun 30, 26	+50.45K	0.44%
1607 Capital Partners, LLC	635.47K	Jun 30, 26	+202.82K	0.40%
Stratos Wealth Partners, LTD.	527.62K	Jun 30, 26	+1.83K	0.33%
WILEY BROS.-AINTREE CAPITAL, LLC	501.57K	Jun 30, 26	-53.62K	0.31%
STIFEL FINANCIAL CORP	412.71K	Jun 30, 26	+24.17K	0.26%
ADVISOR GROUP HOLDINGS, INC.	369.25K	Jun 30, 26	+38.89K	0.23%
RIVERNORTH CAPITAL MANAGEMENT, LLC	351.53K	Jun 30, 26	+179.07K	0.22%
GUGGENHEIM CAPITAL LLC	338.00K	Jun 30, 26	+13.46K	0.21%
TRUIST FINANCIAL CORP	315.63K	Jun 30, 26	+7.26K	0.20%
AMERIPRISE FINANCIAL INC	301.48K	Jun 30, 26	+14.72K	0.19%
Apollon Wealth Management, LLC	274.89K	Jun 30, 26	-6.18K	0.17%
Janney Montgomery Scott LLC	237.21K	Jun 30, 26	+16.17K	0.15%
Smith Asset Management Co., LLC	226.61K	Jun 30, 26	-3.25K	0.14%
WOLVERINE ASSET MANAGEMENT LLC	225.35K	Jun 30, 26	+14.56K	0.14%
ENVESTNET ASSET MANAGEMENT INC	195.50K	Jun 30, 26	+48.47K	0.12%
Pensionmark Financial Group, LLC	170.26K	Jun 30, 26	-1.70K	0.11%
Sanctuary Advisors, LLC	166.34K	Jun 30, 26	-254	0.10%
Cambridge Investment Research Advisors, Inc.	164.16K	Jun 30, 26	-1.94K	0.10%
Shaker Financial Services, LLC	163.70K	Jun 30, 26	-448.88K	0.10%
PMG Family Office LLC	162.34K	Jun 30, 26	+1.06K	0.10%
COMMONWEALTH EQUITY SERVICES, LLC	159.93K	Jun 30, 26	+582	0.10%
DAVENPORT & Co LLC	147.50K	Jun 30, 26	-19.73K	0.09%
Savant Capital, LLC	136.79K	Jun 30, 26	+1.45K	0.09%
Clearstead Advisors, LLC	133.57K	Jun 30, 26	-2.68K	0.08%
J.W. COLE ADVISORS, INC.	125.61K	Jun 30, 26	+125.61K	0.08%
HighTower Advisors, LLC	121.58K	Jun 30, 26	+1.49K	0.08%
Steward Partners Investment Advisory, LLC	121.06K	Jun 30, 26	-2.39K	0.08%
FOUNDERS FINANCIAL SECURITIES LLC	120.55K	Jun 30, 26	+1.82K	0.08%
Mariner, LLC	117.05K	Jun 30, 26	+10.00K	0.07%
Pointe Capital Management LLC	115.60K	Jun 30, 26	-8.50K	0.07%
Aviance Capital Partners, LLC	98.50K	Jun 30, 26	-340	0.06%
Kestra Advisory Services, LLC	94.00K	Jun 30, 26	+6.34K	0.06%
Meridian Wealth Advisors, LLC	85.72K	Jun 30, 26	--	0.05%
Calamos Wealth Management LLC	85.16K	Jun 30, 26	--	0.05%
Private Advisor Group, LLC	84.80K	Jun 30, 26	+2.85K	0.05%
LAKE STREET FINANCIAL LLC	84.35K	Jun 30, 26	+10.10K	0.05%
SRS Capital Advisors, Inc.	80.53K	Jun 30, 26	+80.34K	0.05%
CAPTRUST FINANCIAL ADVISORS	80.27K	Jun 30, 26	-57.30K	0.05%
OPPENHEIMER & CO INC	72.26K	Jun 30, 26	-801	0.05%
Snowden Capital Advisors LLC	71.59K	Jun 30, 26	+5.71K	0.04%
Beacon Pointe Advisors, LLC	71.45K	Jun 30, 26	+36.46K	0.04%
FIFTH THIRD BANCORP	65.47K	Jun 30, 26	-806	0.04%
PNC FINANCIAL SERVICES GROUP, INC.	65.42K	Jun 30, 26	+2.14K	0.04%
Mesirow Financial Investment Management, Inc.	61.16K	Jun 30, 26	+202	0.04%
CENTRAL TRUST Co	59.01K	Jun 30, 26	-1.10K	0.04%
HARBOUR INVESTMENTS, INC.	57.62K	Jun 30, 26	+27	0.04%
NewEdge Advisors, LLC	57.60K	Jun 30, 26	-6.54K	0.04%
Invesco Ltd.	54.31K	Jun 30, 26	-22.33K	0.03%
Dakota Wealth Management	54.05K	Jun 30, 26	+450	0.03%
PFG Investments, LLC	47.49K	Jun 30, 26	+7.80K	0.03%
David J Yvars Group	45.21K	Jun 30, 26	+1.82K	0.03%
Concurrent Investment Advisors, LLC	44.34K	Jun 30, 26	+2.24K	0.03%
Waverly Advisors, LLC	42.65K	Jun 30, 26	-2.58K	0.03%
Western Wealth Management, LLC	38.81K	Jun 30, 26	--	0.02%
Palogic Value Management, L.P.	38.80K	Jun 30, 26	--	0.02%
Brookstone Capital Management	38.66K	Jun 30, 26	+10.32K	0.02%
TrueMark Investments, LLC	35.66K	Jun 30, 26	+2.36K	0.02%
PW Nova Financial Services LLC	35.48K	Jun 30, 26	+81	0.02%
Aptus Capital Advisors, LLC	34.61K	Jun 30, 26	+59	0.02%
Quad-Cities Investment Group, LLC	33.34K	Jun 30, 26	+2.77K	0.02%
Integrated Wealth Concepts LLC	32.84K	Jun 30, 26	+3.49K	0.02%
QTR Family Wealth, LLC	32.41K	Jun 30, 26	+37	0.02%
NWF Advisory Services Inc.	32.33K	Jun 30, 26	+2.00K	0.02%
Waterloo Capital, L.P.	32.12K	Jun 30, 26	+32.12K	0.02%
GOLDMAN SACHS GROUP INC	32.03K	Jun 30, 26	+386	0.02%
XTX Topco Ltd	31.62K	Jun 30, 26	+31.62K	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	31.01K	Jun 30, 26	+3.62K	0.02%
Pathstone Holdings, LLC	30.89K	Jun 30, 26	--	0.02%
Advisory Advocates, LLC	30.57K	Jun 30, 26	+250	0.02%
D.A. DAVIDSON & CO.	29.30K	Jun 30, 26	+6	0.02%
Summit Financial, LLC	29.23K	Jun 30, 26	+7.99K	0.02%
Wealthcare Advisory Partners LLC	29.17K	Jun 30, 26	+1.01K	0.02%
Gryphon Financial Partners LLC	28.98K	Jun 30, 26	--	0.02%
Kovack Advisors, Inc.	28.77K	Jun 30, 26	-2.93K	0.02%
Mezzasalma Advisors, LLC	26.80K	Jun 30, 26	-246	0.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	26.66K	Jun 30, 26	+2.01K	0.02%
LOWE BROCKENBROUGH & CO INC	26.64K	Jun 30, 26	--	0.02%
DOLIVER ADVISORS, LP	26.48K	Jun 30, 26	--	0.02%
MGO ONE SEVEN LLC	25.75K	Jun 30, 26	+25.75K	0.02%
WCG Wealth Advisors LLC	25.69K	Jun 30, 26	--	0.02%
Baird Financial Group, Inc.	24.88K	Jun 30, 26	+1.98K	0.02%
JANE STREET GROUP, LLC	24.77K	Jun 30, 26	-10.41K	0.02%
Creative Planning	23.96K	Jun 30, 26	+23.96K	0.01%
Fairman Group, LLC	23.57K	Jun 30, 26	--	0.01%
GUARDIAN WEALTH ADVISORS, LLC / NC	22.82K	Jun 30, 26	+59	0.01%
Uniting Wealth Partners, LLC	22.52K	Jun 30, 26	-469	0.01%
Caprock Group, LLC	21.77K	Jun 30, 26	+2.03K	0.01%
Game Plan Financial Advisors, LLC	21.50K	Jun 30, 26	+1.50K	0.01%
ELCO Management Co., LLC	21.12K	Jun 30, 26	-300	0.01%
WealthTrust Axiom LLC	21.01K	Jun 30, 26	--	0.01%
SMITH, MOORE & CO.	20.40K	Jun 30, 26	--	0.01%
MOSAIC FAMILY WEALTH PARTNERS, LLC	20.00K	Jun 30, 26	+203	0.01%
Coquina Private Wealth LLC	19.83K	Jun 30, 26	-152	0.01%
WEDBUSH SECURITIES INC	19.29K	Jun 30, 26	+772	0.01%
IHT Wealth Management, LLC	19.19K	Jun 30, 26	+5.83K	0.01%
Dana Investment Advisors, Inc.	18.79K	Jun 30, 26	--	0.01%
San Luis Wealth Advisors LLC	18.65K	Jun 30, 26	--	0.01%
Empower Advisory Group, LLC	18.41K	Jun 30, 26	--	0.01%
Strategies Wealth Advisors, LLC	17.96K	Jun 30, 26	-1.00K	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	17.42K	Jun 30, 26	-1.04K	0.01%
Modern Wealth Management, LLC	16.80K	Jun 30, 26	--	0.01%
Sequoia Financial Advisors, LLC	16.69K	Jun 30, 26	-6.08K	0.01%
EverSource Wealth Advisors, LLC	16.57K	Jun 30, 26	-1.26K	0.01%
STEPHENS INC /AR/	16.37K	Jun 30, 26	--	0.01%
Live Oak Private Wealth LLC	16.18K	Jun 30, 26	--	0.01%
SMH CAPITAL ADVISORS INC	15.25K	Jun 30, 26	+456	0.01%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	15.09K	Jun 30, 26	+9.52K	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	15.07K	Jun 30, 26	--	0.01%
SILVERLAKE WEALTH MANAGEMENT LLC	15.02K	Jun 30, 26	+54	0.01%
Cresset Asset Management, LLC	15.00K	Jun 30, 26	--	0.01%
NICOLET BANKSHARES INC	14.97K	Jun 30, 26	--	0.01%
JPMORGAN CHASE & CO	14.96K	Jun 30, 26	--	0.01%
Institute for Wealth Management, LLC.	14.83K	Jun 30, 26	--	0.01%
XML Financial, LLC	14.68K	Jun 30, 26	--	0.01%
Chicago Partners Investment Group LLC	14.61K	Jun 30, 26	+165	0.01%
CI Private Wealth, LLC	14.57K	Jun 30, 26	--	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	14.54K	Jun 30, 26	+4.21K	0.01%
Fundamentum, LLC	14.50K	Jun 30, 26	+221	0.01%
Dynamic Advisor Solutions LLC	14.28K	Jun 30, 26	-1.35K	0.01%
Lantz Financial LLC	14.00K	Jun 30, 26	+462	0.01%
AQR CAPITAL MANAGEMENT LLC	13.98K	Jun 30, 26	--	0.01%
EP Wealth Advisors, LLC	13.86K	Jun 30, 26	-2.29K	0.01%
CALTON & ASSOCIATES, INC.	13.66K	Jun 30, 26	+964	0.01%
Closed-End Fund Advisors, Inc.	13.54K	Jun 30, 26	+873	0.01%
Kellett Wealth Advisors, LLC	13.48K	Jun 30, 26	--	0.01%
Mount Yale Investment Advisors, LLC	13.40K	Jun 30, 26	-5.21K	0.01%
Vestmark Advisory Solutions, Inc.	13.40K	Jun 30, 26	-5.21K	0.01%
Bay Capital Advisors, LLC	13.38K	Jun 30, 26	-4.15K	0.01%
INSIGNEO ADVISORY SERVICES, LLC	13.17K	Jun 30, 26	--	0.01%
MML INVESTORS SERVICES, LLC	13.02K	Jun 30, 26	-925	0.01%
Signal Advisors Wealth, LLC	12.88K	Jun 30, 26	--	0.01%
LaSalle St. Investment Advisors, LLC	12.46K	Jun 30, 26	+596	0.01%
Farther Finance Advisors, LLC	12.41K	Jun 30, 26	-148	0.01%
Prospera Financial Services Inc	12.36K	Jun 30, 26	+45	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	12.36K	Jun 30, 26	+1.57K	0.01%
Founders Financial Alliance, LLC	12.15K	Jun 30, 26	-418	0.01%
BENJAMIN EDWARDS INC	12.07K	Jun 30, 26	+69	0.01%
Ashton Thomas Private Wealth, LLC	11.96K	Jun 30, 26	--	0.01%
Private Wealth Group, LLC	11.40K	Jun 30, 26	--	0.01%
MAI Capital Management	11.39K	Jun 30, 26	+6.41K	0.01%
Cerity Partners LLC	11.23K	Jun 30, 26	+11.23K	0.01%
Ameritas Advisory Services, LLC	11.15K	Jun 30, 26	+11.15K	0.01%
Neuberger Berman Group LLC	11.14K	Jun 30, 26	--	0.01%
Consolidated Planning Corp	10.91K	Jun 30, 26	-2.42K	0.01%
MERCER GLOBAL ADVISORS INC /ADV	10.88K	Jun 30, 26	+10.88K	0.01%
49 WEALTH MANAGEMENT, LLC	10.79K	Jun 30, 26	+10.79K	0.01%
ALONGSIDE, LLC	10.79K	Jun 30, 26	+10.79K	0.01%
Azimuth Capital Investment Management LLC	10.73K	Jun 30, 26	-159	0.01%
M&T BANK CORP	10.70K	Jun 30, 26	-35.00K	0.01%
Continuum Advisory, LLC	10.41K	Jun 30, 26	-550	0.01%
SP Asset Management LLC	10.12K	Jun 30, 26	+10.12K	0.01%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	10.06K	Jun 30, 26	--	0.01%
PRIVATE TRUST CO NA	9.86K	Jun 30, 26	+3.41K	0.01%
IFG Advisory, LLC	9.83K	Jun 30, 26	+9.83K	0.01%
PlanVest Financial, Inc	9.67K	Jun 30, 26	--	0.01%
NBC SECURITIES, INC.	9.53K	Jun 30, 26	-5.87K	0.01%
IFP Advisors, Inc	8.27K	Jun 30, 26	--	0.01%
AdvisorNet Financial, Inc	7.87K	Jun 30, 26	+6.27K	0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	7.84K	Jun 30, 26	--	0.00%
Global Retirement Partners, LLC	6.42K	Jun 30, 26	+6.42K	0.00%
HUNTINGTON NATIONAL BANK	6.38K	Jun 30, 26	--	0.00%
BARRETT & COMPANY, INC.	6.25K	Jun 30, 26	--	0.00%
Nova Wealth Management, Inc.	5.63K	Jun 30, 26	--	0.00%
DELTA ASSET MANAGEMENT LLC/TN	5.11K	Jun 30, 26	--	0.00%
Keating Financial Advisory Services, Inc.	5.08K	Jun 30, 26	+93	0.00%
ROTHSCHILD INVESTMENT LLC	5.00K	Jun 30, 26	--	0.00%
Atlantic Union Bankshares Corp	4.43K	Jun 30, 26	-818	0.00%
FWL INVESTMENT MANAGEMENT, LLC	3.55K	Jun 30, 26	+3.55K	0.00%
CoreCap Advisors, LLC	3.50K	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	3.44K	Jun 30, 26	--	0.00%
Allworth Financial LP	3.23K	Jun 30, 26	-2.26K	0.00%
EASTERN BANK	3.06K	Jun 30, 26	--	0.00%
CX Institutional	3.02K	Jun 30, 26	-1.38K	0.00%
Truvestments Capital LLC	2.68K	Jun 30, 26	+49	0.00%
Smartleaf Asset Management LLC	2.50K	Jun 30, 26	--	0.00%
Dunhill Financial, LLC	2.43K	Jun 30, 26	--	0.00%
Asset Dedication, LLC	2.40K	Jun 30, 26	--	0.00%
N.E.W. Advisory Services LLC	2.21K	Jun 30, 26	--	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	2.11K	Jun 30, 26	--	0.00%
ASSETMARK, INC	2.10K	Jun 30, 26	+415	0.00%
US BANCORP \DE\	1.94K	Jun 30, 26	--	0.00%
Westside Investment Management, Inc.	1.75K	Jun 30, 26	--	0.00%
Pacific Center for Financial Services	1.69K	Jun 30, 26	--	0.00%
WOLFF WIESE MAGANA LLC	1.69K	Jun 30, 26	-1.40K	0.00%
Kilter Group LLC	1.50K	Jun 30, 26	--	0.00%
Princeton Global Asset Management LLC	1.20K	Jun 30, 26	--	0.00%
First Pacific Financial	1.17K	Jun 30, 26	+21	0.00%
Geneos Wealth Management Inc.	1.11K	Jun 30, 26	--	0.00%
Quent Capital, LLC	1.03K	Jun 30, 26	--	0.00%
Fortis Group Advisors, LLC	1.00K	Jun 30, 26	--	0.00%
Farmers & Merchants Trust Co of Chambersburg PA	940	Jun 30, 26	+940	0.00%
Hilton Head Capital Partners, LLC	900	Jun 30, 26	--	0.00%
ARMSTRONG ADVISORY GROUP, INC	863	Jun 30, 26	+15	0.00%
Private Wealth Asset Management, LLC	750	Jun 30, 26	--	0.00%
Salomon & Ludwin, LLC	686	Jun 30, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	560	Jun 30, 26	--	0.00%
Financial Network Wealth Advisors LLC	520	Jun 30, 26	+520	0.00%
Fairscale Capital, LLC	500	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	450	Jun 30, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	410	Jun 30, 26	--	0.00%
CGC Financial Services, LLC	401	Jun 30, 26	--	0.00%
North Star Investment Management Corp.	400	Jun 30, 26	--	0.00%
Ares Financial Consulting, LLC	256	Jun 30, 26	+4	0.00%
Key FInancial Inc	250	Jun 30, 26	--	0.00%
City State Bank	200	Jun 30, 26	--	0.00%
SOA Wealth Advisors, LLC.	186	Jun 30, 26	+4	0.00%
JFS WEALTH ADVISORS, LLC	163	Jun 30, 26	+163	0.00%
Providence Capital Advisors, LLC	140	Jun 30, 26	+140	0.00%
Tidemark, LLC	17	Jun 30, 26	--	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	15	Jun 30, 26	+15	0.00%
Compass Planning Associates Inc	--	Jun 30, 26	-17.90K	--
Calamos Advisors LLC	--	Jun 30, 26	-85.16K	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-35	--
Cascade Financial Partners, LLC	--	Jun 30, 26	-18.72K	--
Rossby Financial, LCC	--	Jun 30, 26	-486	--
Advisory Services Network, LLC	--	Jun 30, 26	-8.35K	--
READYSTATE ASSET MANAGEMENT LP	--	Jun 30, 26	-236.61K	--
Logan Stone Capital, LLC	--	Jun 30, 26	-130.38K	--
Hilltop National Bank	--	Jun 30, 26	-1.12K	--
NINE MASTS CAPITAL Ltd	--	Jun 30, 26	-27.66K	--
Virtu Financial LLC	--	Jun 30, 26	-11.08K	--
Norris Financial Group, LLC	--	Jun 30, 26	-12.00K	--
U.S. Capital Wealth Advisors, LLC	54.31K	Mar 31, 26	-6.09K	0.03%
MOSELEY INVESTMENT MANAGEMENT INC	13.28K	Mar 31, 26	-500	0.01%
CWM, LLC	7.44K	Mar 31, 26	+1	0.00%
COMERICA BANK	66.34K	Dec 31, 25	+744	0.04%
MGB Wealth Management, LLC	34.14K	Dec 31, 25	+34.14K	0.02%
Litman Gregory Wealth Management LLC	22.50K	Dec 31, 25	--	0.01%
ORG Partners LLC	1.50K	Dec 31, 25	--	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-30.16K	--
Lokken Investment Group LLC	11.81K	Sep 30, 25	--	0.01%
Good Life Advisors, LLC	41.29K	Jun 30, 25	+29.75K	0.03%
TFG Advisers LLC	14.69K	Jun 30, 25	+61	0.01%
Atria Wealth Solutions, Inc.	12.17K	Jun 30, 25	-28.71K	0.01%
Capital A Wealth Management, LLC	--	Jun 30, 25	-1.28K	--
Lindbrook Capital, LLC	1.85K	Mar 31, 25	--	0.00%
RAYMOND JAMES & ASSOCIATES	1.17M	Sep 30, 24	-39.56K	0.73%
Raymond James Financial Services Advisors, Inc.	919.03K	Sep 30, 24	+88.64K	0.57%
9258 Wealth Management, LLC	42.97K	Sep 30, 24	+187	0.03%
RAYMOND JAMES TRUST N.A.	33.47K	Sep 30, 24	--	0.02%
First Personal Financial Services	732	Sep 30, 24	--	0.00%
Relative Value Partners Group, LLC	79.70K	Jun 30, 24	+79.70K	0.05%
BENJAMIN F. EDWARDS & COMPANY, INC.	5.52K	Jun 30, 24	-397	0.00%
Cetera Advisors LLC	389.92K	Mar 31, 24	+20.21K	0.24%
Cetera Advisor Networks LLC	108.07K	Mar 31, 24	+5.09K	0.07%
Grey Street Capital, LLC	--	Mar 31, 24	-20.28K	--
TELEMUS CAPITAL, LLC	17.02K	Dec 31, 23	--	0.01%
Bartlett & Co. LLC	270	Dec 31, 23	--	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	270.76K	Sep 30, 23	+4.00K	0.17%
GOODWIN DANIEL L	20.82K	Sep 30, 23	+5.33K	0.01%
Domani Wealth, LLC	129.55K	Mar 31, 23	--	0.08%
ASSET MANAGEMENT CORP /IL/ /ADV	18.87K	Mar 31, 23	-4.67K	0.01%
Ahrens Investment Partners LLC	7.33K	Mar 31, 23	+7.33K	0.00%
American Portfolios Advisors	6.88K	Sep 30, 22	--	0.00%
FourThought Financial, LLC	1.73K	Sep 30, 22	--	0.00%
B. Riley Wealth Management, Inc.	156.73K	Jun 30, 22	-62.57K	0.10%
Frontier Wealth Management LLC	45.54K	Jun 30, 22	--	0.03%
Meristem Family Wealth, LLC	15.00K	Mar 31, 22	--	0.01%
Financial Planners of Cleveland, Inc.	--	Mar 31, 22	-83.49K	--
Mosaic Family Wealth, LLC	17.18K	Dec 31, 21	+134	0.01%
NEXT Financial Group, Inc	750	Dec 31, 21	--	0.00%
Carroll Financial Associates, Inc.	733	Dec 31, 21	--	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	50.10K	Sep 30, 21	+4.72K	0.03%
Ameritas Investment Company, LLC	11.43K	Sep 30, 21	+11.43K	0.01%
BADGLEY PHELPS & BELL INC	10.79K	Jun 30, 21	--	0.01%
Hoover Financial Advisors, Inc.	518	Jun 30, 21	+518	0.00%
Reby Advisors, LLC	8.80K	Dec 31, 20	+8.80K	0.01%
Jolley Asset Management, LLC	16.18K	Mar 31, 20	--	0.01%
LADENBURG THALMANN FINANCIAL SERVICES INC.	179.86K	Dec 31, 19	+7.68K	0.11%
Advisor Group, Inc.	97.73K	Dec 31, 19	-4.29K	0.06%
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX	65.10K	Dec 31, 19	--	0.04%
BB&T SECURITIES, LLC	20.27K	Sep 30, 19	+357	0.01%
SUNTRUST BANKS INC	17.46K	Sep 30, 19	+1.06K	0.01%
HL FINANCIAL SERVICES LLC	11.80K	Mar 31, 19	+1.00K	0.01%
NEXT Financial Holdings	750	Mar 31, 19	+750	0.00%
Edge Advisors, LLC	--	Jun 30, 18	-170	--
Yellowstone Partners, LLC	13.88K	Dec 31, 17	--	0.01%
Commonwealth Equity Services, Inc	200.10K	Jun 30, 17	+37.32K	0.12%
WFG Advisors, LP	3.63K	Jun 30, 17	-37	0.00%
Virtu KCG Holdings LLC	--	Jun 30, 17	-11.11K	--
FIRST FINANCIAL EQUITY CORPORATION	22.15K	Mar 31, 17	+22.15K	0.01%
MSI Financial Services Inc	10.66K	Dec 31, 16	+1.25K	0.01%
NEWGATE CAPITAL MANAGEMENT LLC	378.78K	Jun 30, 16	-136.34K	0.24%
VSR Financial Services, Inc.	43.27K	Jun 30, 16	-20.14K	0.03%
Investors Capital Advisory Services	16.00K	Jun 30, 16	+4.25K	0.01%
Gupta Wealth Management LLC	29.36K	Mar 31, 16	--	0.02%
Valentine Capital Asset Management, Inc.	7.76K	Dec 31, 15	+7.76K	0.00%
Pinnacle Summer Investments, Inc.	420	Dec 31, 15	+420	0.00%
MANAGED ACCOUNT ADVISORS LLC	20	Jun 30, 15	-21	0.00%
BAIRD ROBERT W & CO INC /WI/	10.47K	Mar 31, 15	-2.17K	0.01%
NEW ENGLAND SECURITIES CORP /MA/	7.56K	Dec 31, 14	-21.02K	0.00%
ParenteBeard Wealth Management, LLC	6.11K	Dec 31, 14	-588.15K	0.00%
UBS AG	2.12M	Sep 30, 14	+114.30K	1.32%
1919 Investment Counsel, LLC	800	Sep 30, 14	--	0.00%
KMS FINANCIAL SERVICES, INC	12.37K	Jun 30, 14	-24.74K	0.01%
Chinook Capital Management	28.36K	Dec 31, 13	-505	0.02%
STIFEL NICOLAUS & CO INC \MO\	21.33K	Sep 30, 13	+2.42K	0.01%
KNIGHT CAPITAL GROUP LLC	--	Jun 30, 13	-18.70K	--
First Allied Securities, Inc.	111.19K	Jun 30, 12	+2.47K	0.07%
NOLLENBERGER CAPITAL PARTNERS INC	--	Dec 31, 10	-3.00K	--
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	1.13M	Jun 30, 10	-93.16K	0.71%
LEHMAN BROTHERS HOLDINGS INC. PLAN TRUST	--	Jun 30, 08	-61.37K	--

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

4.87M

Jun 30, 26

+7.95K

3.03%

MORGAN STANLEY

4.30M

Jun 30, 26

-67.48K

2.68%

UBS Group AG

3.94M

Jun 30, 26

+29.00K

2.46%

WELLS FARGO & COMPANY/MN

3.05M

Jun 30, 26

-17.61K

1.90%

RAYMOND JAMES FINANCIAL INC

2.36M

Jun 30, 26

+230.34K

1.47%

ROYAL BANK OF CANADA

2.16M

Jun 30, 26

+44.76K

1.35%

Karpus Management, Inc.

2.05M

Jun 30, 26

+107.58K

1.28%

LPL Financial LLC

1.25M

Jun 30, 26

+24.45K

0.78%

Bensler, LLC

1.15M

Jun 30, 26

+38.17K

0.72%

McGowan Group Asset Management, Inc.

787.26K

Jun 30, 26

-7.44K

0.49%

Cetera Investment Advisers

772.01K

Jun 30, 26

-10.61K

0.48%

Rockefeller Capital Management L.P.

748.41K

Jun 30, 26

+38.23K

0.47%

Advisors Asset Management, Inc.

699.53K

Jun 30, 26

+50.45K

0.44%

1607 Capital Partners, LLC

635.47K

Jun 30, 26

+202.82K

0.40%

Stratos Wealth Partners, LTD.

527.62K

Jun 30, 26

+1.83K

0.33%

WILEY BROS.-AINTREE CAPITAL, LLC

501.57K

Jun 30, 26

-53.62K

0.31%

STIFEL FINANCIAL CORP

412.71K

Jun 30, 26

+24.17K

0.26%

ADVISOR GROUP HOLDINGS, INC.

369.25K

Jun 30, 26

+38.89K

0.23%

RIVERNORTH CAPITAL MANAGEMENT, LLC

351.53K

Jun 30, 26

+179.07K

0.22%

GUGGENHEIM CAPITAL LLC

338.00K

Jun 30, 26

+13.46K

0.21%

TRUIST FINANCIAL CORP

315.63K

Jun 30, 26

+7.26K

0.20%

AMERIPRISE FINANCIAL INC

301.48K

Jun 30, 26

+14.72K

0.19%

Apollon Wealth Management, LLC

274.89K

Jun 30, 26

-6.18K

0.17%

Janney Montgomery Scott LLC

237.21K

Jun 30, 26

+16.17K

0.15%

Smith Asset Management Co., LLC

226.61K

Jun 30, 26

-3.25K

0.14%

WOLVERINE ASSET MANAGEMENT LLC

225.35K

Jun 30, 26

+14.56K

0.14%

ENVESTNET ASSET MANAGEMENT INC

195.50K

Jun 30, 26

+48.47K

0.12%

Pensionmark Financial Group, LLC

170.26K

Jun 30, 26

-1.70K

0.11%

Sanctuary Advisors, LLC

166.34K

Jun 30, 26

-254

0.10%

Cambridge Investment Research Advisors, Inc.

164.16K

Jun 30, 26

-1.94K

0.10%

Shaker Financial Services, LLC

163.70K

Jun 30, 26

-448.88K

0.10%

PMG Family Office LLC

162.34K

Jun 30, 26

+1.06K

0.10%

COMMONWEALTH EQUITY SERVICES, LLC

159.93K

Jun 30, 26

+582

0.10%

DAVENPORT & Co LLC

147.50K

Jun 30, 26

-19.73K

0.09%

Savant Capital, LLC

136.79K

Jun 30, 26

+1.45K

0.09%

Clearstead Advisors, LLC

133.57K

Jun 30, 26

-2.68K

0.08%

J.W. COLE ADVISORS, INC.

125.61K

Jun 30, 26

+125.61K

0.08%

HighTower Advisors, LLC

121.58K

Jun 30, 26

+1.49K

0.08%

Steward Partners Investment Advisory, LLC

121.06K

Jun 30, 26

-2.39K

0.08%

FOUNDERS FINANCIAL SECURITIES LLC

120.55K

Jun 30, 26

+1.82K

0.08%

Mariner, LLC

117.05K

Jun 30, 26

+10.00K

0.07%

Pointe Capital Management LLC

115.60K

Jun 30, 26

-8.50K

0.07%

Aviance Capital Partners, LLC

98.50K

Jun 30, 26

-340

0.06%

Kestra Advisory Services, LLC

94.00K

Jun 30, 26

+6.34K

0.06%

Meridian Wealth Advisors, LLC

85.72K

Jun 30, 26

0.05%

Calamos Wealth Management LLC

85.16K

Jun 30, 26

0.05%

Private Advisor Group, LLC

84.80K

Jun 30, 26

+2.85K

0.05%

LAKE STREET FINANCIAL LLC

84.35K

Jun 30, 26

+10.10K

0.05%

SRS Capital Advisors, Inc.

80.53K

Jun 30, 26

+80.34K

0.05%

CAPTRUST FINANCIAL ADVISORS

80.27K

Jun 30, 26

-57.30K

0.05%

OPPENHEIMER & CO INC

72.26K

Jun 30, 26

-801

0.05%

Snowden Capital Advisors LLC

71.59K

Jun 30, 26

+5.71K

0.04%

Beacon Pointe Advisors, LLC

71.45K

Jun 30, 26

+36.46K

0.04%

FIFTH THIRD BANCORP

65.47K

Jun 30, 26

-806

0.04%

PNC FINANCIAL SERVICES GROUP, INC.

65.42K

Jun 30, 26

+2.14K

0.04%

Mesirow Financial Investment Management, Inc.

61.16K

Jun 30, 26

+202

0.04%

CENTRAL TRUST Co

59.01K

Jun 30, 26

-1.10K

0.04%

HARBOUR INVESTMENTS, INC.

57.62K

Jun 30, 26

+27

0.04%

NewEdge Advisors, LLC

57.60K

Jun 30, 26

-6.54K

0.04%

Invesco Ltd.

54.31K

Jun 30, 26

-22.33K

0.03%

Dakota Wealth Management

54.05K

Jun 30, 26

+450

0.03%

PFG Investments, LLC

47.49K

Jun 30, 26

+7.80K

0.03%

David J Yvars Group

45.21K

Jun 30, 26

+1.82K

0.03%

Concurrent Investment Advisors, LLC

44.34K

Jun 30, 26

+2.24K

0.03%

Waverly Advisors, LLC

42.65K

Jun 30, 26

-2.58K

0.03%

Western Wealth Management, LLC

38.81K

Jun 30, 26

0.02%

Palogic Value Management, L.P.

38.80K

Jun 30, 26

0.02%

Brookstone Capital Management

38.66K

Jun 30, 26

+10.32K

0.02%

TrueMark Investments, LLC

35.66K

Jun 30, 26

+2.36K

0.02%

PW Nova Financial Services LLC

35.48K

Jun 30, 26

+81

0.02%

Aptus Capital Advisors, LLC

34.61K

Jun 30, 26

+59

0.02%

Quad-Cities Investment Group, LLC

33.34K

Jun 30, 26

+2.77K

0.02%

Integrated Wealth Concepts LLC

32.84K

Jun 30, 26

+3.49K

0.02%

QTR Family Wealth, LLC

32.41K

Jun 30, 26

+37

0.02%

NWF Advisory Services Inc.

32.33K

Jun 30, 26

+2.00K

0.02%

Waterloo Capital, L.P.

32.12K

Jun 30, 26

+32.12K

0.02%

GOLDMAN SACHS GROUP INC

32.03K

Jun 30, 26

+386

0.02%

XTX Topco Ltd

31.62K

Jun 30, 26

+31.62K

0.02%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

31.01K

Jun 30, 26

+3.62K

0.02%

Pathstone Holdings, LLC

30.89K

Jun 30, 26

0.02%

Advisory Advocates, LLC

30.57K

Jun 30, 26

+250

0.02%

D.A. DAVIDSON & CO.

29.30K

Jun 30, 26

0.02%

Summit Financial, LLC

29.23K

Jun 30, 26

+7.99K

0.02%

Wealthcare Advisory Partners LLC

29.17K

Jun 30, 26

+1.01K

0.02%

Gryphon Financial Partners LLC

28.98K

Jun 30, 26

0.02%

Kovack Advisors, Inc.

28.77K

Jun 30, 26

-2.93K

0.02%

Mezzasalma Advisors, LLC

26.80K

Jun 30, 26

-246

0.02%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

26.66K

Jun 30, 26

+2.01K

0.02%

LOWE BROCKENBROUGH & CO INC

26.64K

Jun 30, 26

0.02%

DOLIVER ADVISORS, LP

26.48K

Jun 30, 26

0.02%

MGO ONE SEVEN LLC

25.75K

Jun 30, 26

+25.75K

0.02%

WCG Wealth Advisors LLC

25.69K

Jun 30, 26

0.02%

Baird Financial Group, Inc.

24.88K

Jun 30, 26

+1.98K

0.02%

JANE STREET GROUP, LLC

24.77K

Jun 30, 26

-10.41K

0.02%

Creative Planning

23.96K

Jun 30, 26

+23.96K

0.01%

Fairman Group, LLC

23.57K

Jun 30, 26

0.01%

GUARDIAN WEALTH ADVISORS, LLC / NC

22.82K

Jun 30, 26

+59

0.01%

Uniting Wealth Partners, LLC

22.52K

Jun 30, 26

-469

0.01%

Caprock Group, LLC

21.77K

Jun 30, 26

+2.03K

0.01%

Game Plan Financial Advisors, LLC

21.50K

Jun 30, 26

+1.50K

0.01%

ELCO Management Co., LLC

21.12K

Jun 30, 26

-300

0.01%

WealthTrust Axiom LLC

21.01K

Jun 30, 26

0.01%

SMITH, MOORE & CO.

20.40K

Jun 30, 26

0.01%

MOSAIC FAMILY WEALTH PARTNERS, LLC

20.00K

Jun 30, 26

+203

0.01%

Coquina Private Wealth LLC

19.83K

Jun 30, 26

-152

0.01%

WEDBUSH SECURITIES INC

19.29K

Jun 30, 26

+772

0.01%

IHT Wealth Management, LLC

19.19K

Jun 30, 26

+5.83K

0.01%

Dana Investment Advisors, Inc.

18.79K

Jun 30, 26

0.01%

San Luis Wealth Advisors LLC

18.65K

Jun 30, 26

0.01%

Empower Advisory Group, LLC

18.41K

Jun 30, 26

0.01%

Strategies Wealth Advisors, LLC

17.96K

Jun 30, 26

-1.00K

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

17.42K

Jun 30, 26

-1.04K

0.01%

Modern Wealth Management, LLC

16.80K

Jun 30, 26

0.01%

Sequoia Financial Advisors, LLC

16.69K

Jun 30, 26

-6.08K

0.01%

EverSource Wealth Advisors, LLC

16.57K

Jun 30, 26

-1.26K

0.01%

STEPHENS INC /AR/

16.37K

Jun 30, 26

0.01%

Live Oak Private Wealth LLC

16.18K

Jun 30, 26

0.01%

SMH CAPITAL ADVISORS INC

15.25K

Jun 30, 26

+456

0.01%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

15.09K

Jun 30, 26

+9.52K

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

15.07K

Jun 30, 26

0.01%

SILVERLAKE WEALTH MANAGEMENT LLC

15.02K

Jun 30, 26

+54

0.01%

Cresset Asset Management, LLC

15.00K

Jun 30, 26

0.01%

NICOLET BANKSHARES INC

14.97K

Jun 30, 26

0.01%

JPMORGAN CHASE & CO

14.96K

Jun 30, 26

0.01%

Institute for Wealth Management, LLC.

14.83K

Jun 30, 26

0.01%

XML Financial, LLC

14.68K

Jun 30, 26

0.01%

Chicago Partners Investment Group LLC

14.61K

Jun 30, 26

+165

0.01%

CI Private Wealth, LLC

14.57K

Jun 30, 26

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

14.54K

Jun 30, 26

+4.21K

0.01%

Fundamentum, LLC

14.50K

Jun 30, 26

+221

0.01%

Dynamic Advisor Solutions LLC

14.28K

Jun 30, 26

-1.35K

0.01%

Lantz Financial LLC

14.00K

Jun 30, 26

+462

0.01%

AQR CAPITAL MANAGEMENT LLC

13.98K

Jun 30, 26

0.01%

EP Wealth Advisors, LLC

13.86K

Jun 30, 26

-2.29K

0.01%

CALTON & ASSOCIATES, INC.

13.66K

Jun 30, 26

+964

0.01%

Closed-End Fund Advisors, Inc.

13.54K

Jun 30, 26

+873

0.01%

Kellett Wealth Advisors, LLC

13.48K

Jun 30, 26

0.01%

Mount Yale Investment Advisors, LLC

13.40K

Jun 30, 26

-5.21K

0.01%

Vestmark Advisory Solutions, Inc.

13.40K

Jun 30, 26

-5.21K

0.01%

Bay Capital Advisors, LLC

13.38K

Jun 30, 26

-4.15K

0.01%

INSIGNEO ADVISORY SERVICES, LLC

13.17K

Jun 30, 26

0.01%

MML INVESTORS SERVICES, LLC

13.02K

Jun 30, 26

-925

0.01%

Signal Advisors Wealth, LLC

12.88K

Jun 30, 26

0.01%

LaSalle St. Investment Advisors, LLC

12.46K

Jun 30, 26

+596

0.01%

Farther Finance Advisors, LLC

12.41K

Jun 30, 26

-148

0.01%

Prospera Financial Services Inc

12.36K

Jun 30, 26

+45

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

12.36K

Jun 30, 26

+1.57K

0.01%

Founders Financial Alliance, LLC

12.15K

Jun 30, 26

-418

0.01%

BENJAMIN EDWARDS INC

12.07K

Jun 30, 26

+69

0.01%

Ashton Thomas Private Wealth, LLC

11.96K

Jun 30, 26

0.01%

Private Wealth Group, LLC

11.40K

Jun 30, 26

0.01%

MAI Capital Management

11.39K

Jun 30, 26

+6.41K

0.01%

Cerity Partners LLC

11.23K

Jun 30, 26

+11.23K

0.01%

Ameritas Advisory Services, LLC

11.15K

Jun 30, 26

+11.15K

0.01%

Neuberger Berman Group LLC

11.14K

Jun 30, 26

0.01%

Consolidated Planning Corp

10.91K

Jun 30, 26

-2.42K

0.01%

MERCER GLOBAL ADVISORS INC /ADV

10.88K

Jun 30, 26

+10.88K

0.01%

49 WEALTH MANAGEMENT, LLC

10.79K

Jun 30, 26

+10.79K

0.01%

ALONGSIDE, LLC

10.79K

Jun 30, 26

+10.79K

0.01%

Azimuth Capital Investment Management LLC

10.73K

Jun 30, 26

-159

0.01%

M&T BANK CORP

10.70K

Jun 30, 26

-35.00K

0.01%

Continuum Advisory, LLC

10.41K

Jun 30, 26

-550

0.01%

SP Asset Management LLC

10.12K

Jun 30, 26

+10.12K

0.01%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

10.06K

Jun 30, 26

0.01%

PRIVATE TRUST CO NA

9.86K

Jun 30, 26

+3.41K

0.01%

IFG Advisory, LLC

9.83K

Jun 30, 26

+9.83K

0.01%

PlanVest Financial, Inc

9.67K

Jun 30, 26

0.01%

NBC SECURITIES, INC.

9.53K

Jun 30, 26

-5.87K

0.01%

IFP Advisors, Inc

8.27K

Jun 30, 26

0.01%

AdvisorNet Financial, Inc

7.87K

Jun 30, 26

+6.27K

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

7.84K

Jun 30, 26

0.00%

Global Retirement Partners, LLC

6.42K

Jun 30, 26

+6.42K

0.00%

HUNTINGTON NATIONAL BANK

6.38K

Jun 30, 26

0.00%

BARRETT & COMPANY, INC.

6.25K

Jun 30, 26

0.00%

Nova Wealth Management, Inc.

5.63K

Jun 30, 26

0.00%

DELTA ASSET MANAGEMENT LLC/TN

5.11K

Jun 30, 26

0.00%

Keating Financial Advisory Services, Inc.

5.08K

Jun 30, 26

+93

0.00%

ROTHSCHILD INVESTMENT LLC

5.00K

Jun 30, 26

0.00%

Atlantic Union Bankshares Corp

4.43K

Jun 30, 26

-818

0.00%

FWL INVESTMENT MANAGEMENT, LLC

3.55K

Jun 30, 26

+3.55K

0.00%

CoreCap Advisors, LLC

3.50K

Jun 30, 26

0.00%

Parallel Advisors, LLC

3.44K

Jun 30, 26

0.00%

Allworth Financial LP

3.23K

Jun 30, 26

-2.26K

0.00%

EASTERN BANK

3.06K

Jun 30, 26

0.00%

CX Institutional

3.02K

Jun 30, 26

-1.38K

0.00%

Truvestments Capital LLC

2.68K

Jun 30, 26

+49

0.00%

Smartleaf Asset Management LLC

2.50K

Jun 30, 26

0.00%

Dunhill Financial, LLC

2.43K

Jun 30, 26

0.00%

Asset Dedication, LLC

2.40K

Jun 30, 26

0.00%

N.E.W. Advisory Services LLC

2.21K

Jun 30, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

2.11K

Jun 30, 26

0.00%

ASSETMARK, INC

2.10K

Jun 30, 26

+415

0.00%

US BANCORP \DE\

1.94K

Jun 30, 26

0.00%

Westside Investment Management, Inc.

1.75K

Jun 30, 26

0.00%

Pacific Center for Financial Services

1.69K

Jun 30, 26

0.00%

WOLFF WIESE MAGANA LLC

1.69K

Jun 30, 26

-1.40K

0.00%

Kilter Group LLC

1.50K

Jun 30, 26

0.00%

Princeton Global Asset Management LLC

1.20K

Jun 30, 26

0.00%

First Pacific Financial

1.17K

Jun 30, 26

+21

0.00%

Geneos Wealth Management Inc.

1.11K

Jun 30, 26

0.00%

Quent Capital, LLC

1.03K

Jun 30, 26

0.00%

Fortis Group Advisors, LLC

1.00K

Jun 30, 26

0.00%

Farmers & Merchants Trust Co of Chambersburg PA

940

Jun 30, 26

+940

0.00%

Hilton Head Capital Partners, LLC

900

Jun 30, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

863

Jun 30, 26

+15

0.00%

Private Wealth Asset Management, LLC

750

Jun 30, 26

0.00%

Salomon & Ludwin, LLC

686

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

560

Jun 30, 26

0.00%

Financial Network Wealth Advisors LLC

520

Jun 30, 26

+520

0.00%

Fairscale Capital, LLC

500

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

450

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

410

Jun 30, 26

0.00%

CGC Financial Services, LLC

401

Jun 30, 26

0.00%

North Star Investment Management Corp.

400

Jun 30, 26

0.00%

Ares Financial Consulting, LLC

256

Jun 30, 26

0.00%

Key FInancial Inc

250

Jun 30, 26

0.00%

City State Bank

200

Jun 30, 26

0.00%

SOA Wealth Advisors, LLC.

186

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

163

Jun 30, 26

+163

0.00%

Providence Capital Advisors, LLC

140

Jun 30, 26

+140

0.00%

Tidemark, LLC

Jun 30, 26

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

Jun 30, 26

+15

0.00%

Compass Planning Associates Inc

Jun 30, 26

-17.90K

Calamos Advisors LLC

Jun 30, 26

-85.16K

Tower Research Capital LLC (TRC)

Jun 30, 26

-35

Cascade Financial Partners, LLC

Jun 30, 26

-18.72K

Rossby Financial, LCC

Jun 30, 26

-486

Advisory Services Network, LLC

Jun 30, 26

-8.35K

READYSTATE ASSET MANAGEMENT LP

Jun 30, 26

-236.61K

Logan Stone Capital, LLC

Jun 30, 26

-130.38K

Hilltop National Bank

Jun 30, 26

-1.12K

NINE MASTS CAPITAL Ltd

Jun 30, 26

-27.66K

Virtu Financial LLC

Jun 30, 26

-11.08K

Norris Financial Group, LLC

Jun 30, 26

-12.00K

U.S. Capital Wealth Advisors, LLC

54.31K

Mar 31, 26

-6.09K

0.03%

MOSELEY INVESTMENT MANAGEMENT INC

13.28K

Mar 31, 26

-500

0.01%

CWM, LLC

7.44K

Mar 31, 26

0.00%

COMERICA BANK

66.34K

Dec 31, 25

+744

0.04%

MGB Wealth Management, LLC

34.14K

Dec 31, 25

+34.14K

0.02%

Litman Gregory Wealth Management LLC

22.50K

Dec 31, 25

0.01%

ORG Partners LLC

1.50K

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-30.16K

Lokken Investment Group LLC

11.81K

Sep 30, 25

0.01%

Good Life Advisors, LLC

41.29K

Jun 30, 25

+29.75K

0.03%

TFG Advisers LLC

14.69K

Jun 30, 25

+61

0.01%

Atria Wealth Solutions, Inc.

12.17K

Jun 30, 25

-28.71K

0.01%

Capital A Wealth Management, LLC

Jun 30, 25

-1.28K

Lindbrook Capital, LLC

1.85K

Mar 31, 25

0.00%

RAYMOND JAMES & ASSOCIATES

1.17M

Sep 30, 24

-39.56K

0.73%

Raymond James Financial Services Advisors, Inc.

919.03K

Sep 30, 24

+88.64K

0.57%

9258 Wealth Management, LLC

42.97K

Sep 30, 24

+187

0.03%

RAYMOND JAMES TRUST N.A.

33.47K

Sep 30, 24

0.02%

First Personal Financial Services

732

Sep 30, 24

0.00%

Relative Value Partners Group, LLC

79.70K

Jun 30, 24

+79.70K

0.05%

BENJAMIN F. EDWARDS & COMPANY, INC.

5.52K

Jun 30, 24

-397

0.00%

Cetera Advisors LLC

389.92K

Mar 31, 24

+20.21K

0.24%

Cetera Advisor Networks LLC

108.07K

Mar 31, 24

+5.09K

0.07%

Grey Street Capital, LLC

Mar 31, 24

-20.28K

TELEMUS CAPITAL, LLC

17.02K

Dec 31, 23

0.01%

Bartlett & Co. LLC

270

Dec 31, 23

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

270.76K

Sep 30, 23

+4.00K

0.17%

GOODWIN DANIEL L

20.82K

Sep 30, 23

+5.33K

0.01%

Domani Wealth, LLC

129.55K

Mar 31, 23

0.08%

ASSET MANAGEMENT CORP /IL/ /ADV

18.87K

Mar 31, 23

-4.67K

0.01%

Ahrens Investment Partners LLC

7.33K

Mar 31, 23

+7.33K

0.00%

American Portfolios Advisors

6.88K

Sep 30, 22

0.00%

FourThought Financial, LLC

1.73K

Sep 30, 22

0.00%

B. Riley Wealth Management, Inc.

156.73K

Jun 30, 22

-62.57K

0.10%

Frontier Wealth Management LLC

45.54K

Jun 30, 22

0.03%

Meristem Family Wealth, LLC

15.00K

Mar 31, 22

0.01%

Financial Planners of Cleveland, Inc.

Mar 31, 22

-83.49K

Mosaic Family Wealth, LLC

17.18K

Dec 31, 21

+134

0.01%

NEXT Financial Group, Inc

750

Dec 31, 21

0.00%

Carroll Financial Associates, Inc.

733

Dec 31, 21

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

50.10K

Sep 30, 21

+4.72K

0.03%

Ameritas Investment Company, LLC

11.43K

Sep 30, 21

+11.43K

0.01%

BADGLEY PHELPS & BELL INC

10.79K

Jun 30, 21

0.01%

Hoover Financial Advisors, Inc.

518

Jun 30, 21

+518

0.00%

Reby Advisors, LLC

8.80K

Dec 31, 20

+8.80K

0.01%

Jolley Asset Management, LLC

16.18K

Mar 31, 20

0.01%

LADENBURG THALMANN FINANCIAL SERVICES INC.

179.86K

Dec 31, 19

+7.68K

0.11%

Advisor Group, Inc.

97.73K

Dec 31, 19

-4.29K

0.06%

FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX

65.10K

Dec 31, 19

0.04%

BB&T SECURITIES, LLC

20.27K

Sep 30, 19

+357

0.01%

SUNTRUST BANKS INC

17.46K

Sep 30, 19

+1.06K

0.01%

HL FINANCIAL SERVICES LLC

11.80K

Mar 31, 19

+1.00K

0.01%

NEXT Financial Holdings

750

Mar 31, 19

+750

0.00%

Edge Advisors, LLC

Jun 30, 18

-170

Yellowstone Partners, LLC

13.88K

Dec 31, 17

0.01%

Commonwealth Equity Services, Inc

200.10K

Jun 30, 17

+37.32K

0.12%

WFG Advisors, LP

3.63K

Jun 30, 17

-37

0.00%

Virtu KCG Holdings LLC

Jun 30, 17

-11.11K

FIRST FINANCIAL EQUITY CORPORATION

22.15K

Mar 31, 17

+22.15K

0.01%

MSI Financial Services Inc

10.66K

Dec 31, 16

+1.25K

0.01%

NEWGATE CAPITAL MANAGEMENT LLC

378.78K

Jun 30, 16

-136.34K

0.24%

VSR Financial Services, Inc.

43.27K

Jun 30, 16

-20.14K

0.03%

Investors Capital Advisory Services

16.00K

Jun 30, 16

+4.25K

0.01%

Gupta Wealth Management LLC

29.36K

Mar 31, 16

0.02%

Valentine Capital Asset Management, Inc.

7.76K

Dec 31, 15

+7.76K

0.00%

Pinnacle Summer Investments, Inc.

420

Dec 31, 15

+420

0.00%

MANAGED ACCOUNT ADVISORS LLC

Jun 30, 15

-21

0.00%

BAIRD ROBERT W & CO INC /WI/

10.47K

Mar 31, 15

-2.17K

0.01%

NEW ENGLAND SECURITIES CORP /MA/

7.56K

Dec 31, 14

-21.02K

0.00%

ParenteBeard Wealth Management, LLC

6.11K

Dec 31, 14

-588.15K

0.00%

UBS AG

2.12M

Sep 30, 14

+114.30K

1.32%

1919 Investment Counsel, LLC

800

Sep 30, 14

0.00%

KMS FINANCIAL SERVICES, INC

12.37K

Jun 30, 14

-24.74K

0.01%

Chinook Capital Management

28.36K

Dec 31, 13

-505

0.02%

STIFEL NICOLAUS & CO INC \MO\

21.33K

Sep 30, 13

+2.42K

0.01%

KNIGHT CAPITAL GROUP LLC

Jun 30, 13

-18.70K

First Allied Securities, Inc.

111.19K

Jun 30, 12

+2.47K

0.07%

NOLLENBERGER CAPITAL PARTNERS INC

Dec 31, 10

-3.00K

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

1.13M

Jun 30, 10

-93.16K

0.71%

LEHMAN BROTHERS HOLDINGS INC. PLAN TRUST

Jun 30, 08

-61.37K