How do I set a price alert for DHS?

To set a DHS price alert on Stock Alarm Pro, navigate to the DHS quote page, select "Set Alert," choose your trigger type (price target, % move, RSI level, MACD, or volume breakout), and set your delivery channel. Stock Alarm Pro supports instant push notifications, SMS, and automated phone call alerts.

Can I get phone call alerts for DHS?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for DHS. Phone call alerts ensure you are immediately awakened or interrupted during critical volatility events, overnight earnings moves, or strict stop-loss levels when silent push notifications might be overlooked.

What types of alerts can I set for DHS?

Stock Alarm Pro supports over 125 trigger types for DHS: price target alerts (above/below target), intraday percentage moves, RSI overbought/oversold levels, 50-day and 200-day moving average crossovers (golden cross / death cross), relative volume (RVOL) spikes, confirmed earnings date releases, and SEC Form-4 insider transaction filings.

How quickly will I be notified about DHS price changes?

DHS alerts are evaluated continuously in real-time against live market telemetry. Notifications are dispatched within sub-second latency via push notifications, SMS, or phone calls as soon as your trigger condition is met across regular, pre-market, and after-hours trading sessions.

Is Stock Alarm Pro free to use for DHS alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for DHS and other stocks. Full Pro membership is $20/month or $168/year with a 7-day free trial, unlocking unlimited alerts, phone call delivery, SMS, all 125+ technical indicators, institutional screeners, and real-time market telemetry across web, iOS, and Android.

DHS Institutional Ownership & 13F Filings

WisdomTree U.S. High Dividend Fund(DHS)

$112.85—

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WisdomTree U.S. High Dividend Fund(DHS)

NYSEAbout this data

$112.85—

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DHS(DHS)

DHS

Institutional Ownership

Latest holdings as of Sep 30, 2026Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Top 363 Institutional Holders

Holder	Shares	Date	Change	% Held
Versant Capital Management, Inc	379	Sep 30, 26	--	0.00%
PARK NATIONAL CORP /OH/	--	Sep 30, 26	-259	--
MORGAN STANLEY	501.67K	Jun 30, 26	+9.88K	3.90%
BANK OF AMERICA CORP /DE/	474.27K	Jun 30, 26	+16.82K	3.69%
WELLS FARGO & COMPANY/MN	462.54K	Jun 30, 26	-50.90K	3.59%
Cetera Investment Advisers	424.98K	Jun 30, 26	+12.53K	3.30%
LPL Financial LLC	396.42K	Jun 30, 26	-6.13K	3.08%
Linscomb & Williams, Inc.	289.05K	Jun 30, 26	-8.75K	2.25%
Kestra Advisory Services, LLC	235.27K	Jun 30, 26	+10.13K	1.83%
MB, LEVIS & ASSOCIATES, LLC	158.67K	Jun 30, 26	+421	1.23%
Colony Group, LLC	144.53K	Jun 30, 26	-3.49K	1.12%
ENVESTNET ASSET MANAGEMENT INC	123.25K	Jun 30, 26	+5.99K	0.96%
GOLDMAN SACHS GROUP INC	114.89K	Jun 30, 26	+71.48K	0.89%
AMERIPRISE FINANCIAL INC	108.60K	Jun 30, 26	+4.87K	0.84%
RAYMOND JAMES FINANCIAL INC	107.83K	Jun 30, 26	-2.19K	0.84%
ADVISOR GROUP HOLDINGS, INC.	97.10K	Jun 30, 26	+13.51K	0.75%
UBS Group AG	90.67K	Jun 30, 26	+550	0.70%
Stonebridge Wealth Management, LLC	85.71K	Jun 30, 26	+197	0.67%
NewEdge Advisors, LLC	80.28K	Jun 30, 26	+1.73K	0.62%
Evanson Financial, LLC	76.24K	Jun 30, 26	+76.24K	0.59%
Mariner, LLC	72.59K	Jun 30, 26	-11.52K	0.56%
ROYAL BANK OF CANADA	69.70K	Jun 30, 26	+2.88K	0.54%
Stratos Wealth Partners, LTD.	66.62K	Jun 30, 26	+2.56K	0.52%
1 NORTH WEALTH SERVICES LLC	65.44K	Jun 30, 26	+2.66K	0.51%
JPMORGAN CHASE & CO	64.79K	Jun 30, 26	+2.27K	0.50%
Global Retirement Partners, LLC	64.32K	Jun 30, 26	+64.32K	0.50%
Private Advisor Group, LLC	62.67K	Jun 30, 26	+14.29K	0.49%
NFP Retirement, Inc.	56.01K	Jun 30, 26	-1.23K	0.44%
PRECEDENT WEALTH PARTNERS, LLC	55.00K	Jun 30, 26	+223	0.43%
FFG RETIREMENT ADVISORS LLC	44.79K	Jun 30, 26	+458	0.35%
TRUIST FINANCIAL CORP	41.27K	Jun 30, 26	+21.86K	0.32%
Cambridge Investment Research Advisors, Inc.	40.42K	Jun 30, 26	+2.11K	0.31%
COMMONWEALTH EQUITY SERVICES, LLC	39.77K	Jun 30, 26	+1.94K	0.31%
CAPTRUST FINANCIAL ADVISORS	39.10K	Jun 30, 26	-293	0.30%
JONES FINANCIAL COMPANIES LLLP	38.92K	Jun 30, 26	+1.84K	0.30%
Catalyst Investment Management LLC	35.49K	Jun 30, 26	+9.25K	0.28%
Mutual Advisors, LLC	34.00K	Jun 30, 26	-43	0.26%
Creative Planning	33.44K	Jun 30, 26	+13.22K	0.26%
D.A. DAVIDSON & CO.	33.41K	Jun 30, 26	+9.88K	0.26%
JT Stratford LLC	33.22K	Jun 30, 26	+1.29K	0.26%
Avidian Wealth Solutions, LLC	30.42K	Jun 30, 26	-993	0.24%
LVM CAPITAL MANAGEMENT LTD/MI	28.69K	Jun 30, 26	-385	0.22%
Apella Capital, LLC	26.10K	Jun 30, 26	-107	0.20%
INVENIO WEALTH PARTNERS LLC	25.92K	Jun 30, 26	-31	0.20%
HighTower Advisors, LLC	24.93K	Jun 30, 26	+918	0.19%
BLAIR WILLIAM & CO/IL	21.89K	Jun 30, 26	+100	0.17%
CENTRAL TRUST Co	21.30K	Jun 30, 26	+600	0.17%
COMMERCE BANK	20.95K	Jun 30, 26	-515	0.16%
Janney Montgomery Scott LLC	20.75K	Jun 30, 26	+513	0.16%
Brinker Capital Investments, LLC	20.52K	Jun 30, 26	-994	0.16%
Avantax Planning Partners, Inc.	20.29K	Jun 30, 26	-425	0.16%
Envestnet Portfolio Solutions, Inc.	17.22K	Jun 30, 26	+1.42K	0.13%
Dynamic Advisor Solutions LLC	17.18K	Jun 30, 26	+2.50K	0.13%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	16.45K	Jun 30, 26	+12.32K	0.13%
Virtus Family Office LLC	16.30K	Jun 30, 26	+1.03K	0.13%
Cherry Tree Wealth Management, LLC	16.25K	Jun 30, 26	-255	0.13%
J.W. COLE ADVISORS, INC.	16.13K	Jun 30, 26	+59	0.13%
Barnes Wealth Management Group, Inc	15.49K	Jun 30, 26	-168	0.12%
Pensionmark Financial Group, LLC	15.30K	Jun 30, 26	-14	0.12%
FMR LLC	15.26K	Jun 30, 26	+7.75K	0.12%
Community Bank, N.A.	15.21K	Jun 30, 26	+742	0.12%
Dickmeyer Boyce Financial Management, Inc.	15.00K	Jun 30, 26	+2.32K	0.12%
Keebeck Wealth Management, LLC	14.60K	Jun 30, 26	--	0.11%
PENSION & WEALTH MANAGEMENT ADVISORS, INC.	14.11K	Jun 30, 26	-178	0.11%
HUNTINGTON NATIONAL BANK	13.76K	Jun 30, 26	-33	0.11%
MML INVESTORS SERVICES, LLC	13.44K	Jun 30, 26	+1.24K	0.10%
Axis Wealth Partners, LLC	13.05K	Jun 30, 26	-316	0.10%
Savant Capital, LLC	12.75K	Jun 30, 26	+6.86K	0.10%
Rockefeller Capital Management L.P.	12.57K	Jun 30, 26	-27	0.10%
UHLMANN PRICE SECURITIES, LLC	12.55K	Jun 30, 26	+229	0.10%
Americana Partners, LLC	12.15K	Jun 30, 26	--	0.09%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	11.56K	Jun 30, 26	--	0.09%
Merit Financial Group, LLC	11.47K	Jun 30, 26	-296	0.09%
NORTHERN TRUST CORP	11.35K	Jun 30, 26	--	0.09%
Melone Private Wealth, LLC	10.51K	Jun 30, 26	-256	0.08%
STIFEL FINANCIAL CORP	10.41K	Jun 30, 26	-541	0.08%
AssuredPartners Investment Advisors, LLC	10.24K	Jun 30, 26	+46	0.08%
Waverly Advisors, LLC	9.24K	Jun 30, 26	+7	0.07%
MERCER GLOBAL ADVISORS INC /ADV	9.20K	Jun 30, 26	+2.98K	0.07%
SBI Securities Co., Ltd.	9.18K	Jun 30, 26	-359	0.07%
Fortune Financial Group, Inc.	8.91K	Jun 30, 26	+8.91K	0.07%
Advisory Services Network, LLC	8.87K	Jun 30, 26	-77	0.07%
SFG Wealth Management, LLC.	8.23K	Jun 30, 26	+8.23K	0.06%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	8.20K	Jun 30, 26	-342	0.06%
Farther Finance Advisors, LLC	8.19K	Jun 30, 26	+7	0.06%
TFC Financial Management, Inc.	7.99K	Jun 30, 26	+39	0.06%
Beacon Pointe Advisors, LLC	7.86K	Jun 30, 26	+5.57K	0.06%
ShoreHaven Wealth Partners, LLC	7.80K	Jun 30, 26	-134	0.06%
CI Private Wealth, LLC	7.62K	Jun 30, 26	-162	0.06%
Capital Advisors, Ltd. LLC	7.50K	Jun 30, 26	-126	0.06%
Oxinas Partners Wealth Management LLC	7.34K	Jun 30, 26	-700	0.06%
FIFTH THIRD BANCORP	7.26K	Jun 30, 26	-639	0.06%
Cerity Partners LLC	7.00K	Jun 30, 26	+15	0.05%
Sanctuary Advisors, LLC	6.96K	Jun 30, 26	--	0.05%
SRS Capital Advisors, Inc.	6.83K	Jun 30, 26	+5.82K	0.05%
WILEY BROS.-AINTREE CAPITAL, LLC	6.81K	Jun 30, 26	+6.81K	0.05%
Maridea Wealth Management LLC	6.76K	Jun 30, 26	--	0.05%
AQR CAPITAL MANAGEMENT LLC	6.21K	Jun 30, 26	+66	0.05%
Clearwater Capital Advisors, LLC	5.92K	Jun 30, 26	-398	0.05%
Passive Capital Management, LLC.	5.76K	Jun 30, 26	--	0.04%
MSH Capital Advisors LLC	5.31K	Jun 30, 26	+274	0.04%
COLDSTREAM CAPITAL MANAGEMENT INC	5.30K	Jun 30, 26	--	0.04%
Main Street Financial Solutions, LLC	5.25K	Jun 30, 26	-11	0.04%
Wealthspire Advisors, LLC	5.22K	Jun 30, 26	+3.22K	0.04%
FLAGSHIP HARBOR ADVISORS, LLC	5.21K	Jun 30, 26	+265	0.04%
Avestar Capital, LLC	4.96K	Jun 30, 26	--	0.04%
Relyea Zuckerberg Hanson LLC	4.89K	Jun 30, 26	--	0.04%
CALDWELL SUTTER CAPITAL, INC.	4.75K	Jun 30, 26	+1.03K	0.04%
AlphaCore Capital LLC	4.74K	Jun 30, 26	+4.74K	0.04%
Elk River Wealth Management, LLC	4.74K	Jun 30, 26	--	0.04%
Nelson Capital Management, LLC	4.70K	Jun 30, 26	--	0.04%
Harfst & Associates, Inc.	4.68K	Jun 30, 26	-360	0.04%
NATIONAL BANK OF CANADA /FI/	4.50K	Jun 30, 26	--	0.03%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	4.50K	Jun 30, 26	-88	0.03%
EFG International AG	4.45K	Jun 30, 26	--	0.03%
Capital Investment Advisors, LLC	4.35K	Jun 30, 26	--	0.03%
IFG Advisory, LLC	4.30K	Jun 30, 26	+4.30K	0.03%
FIDUCIARY TRUST CO	4.20K	Jun 30, 26	--	0.03%
Integrated Wealth Concepts LLC	4.07K	Jun 30, 26	-74	0.03%
Maltin Wealth Management, Inc.	4.00K	Jun 30, 26	+37	0.03%
Tempus Wealth Planning, LLC	3.91K	Jun 30, 26	--	0.03%
EVOLUTION WEALTH MANAGEMENT INC.	3.90K	Jun 30, 26	+67	0.03%
Capital Advisors Wealth Management, LLC	3.90K	Jun 30, 26	+63	0.03%
GSG Advisors LLC	3.87K	Jun 30, 26	-571	0.03%
Concurrent Investment Advisors, LLC	3.85K	Jun 30, 26	+471	0.03%
Western Wealth Management, LLC	3.83K	Jun 30, 26	-40	0.03%
17 CAPITAL PARTNERS, LLC	3.79K	Jun 30, 26	+377	0.03%
BlackRock, Inc.	3.65K	Jun 30, 26	+132	0.03%
Tilson Financial Group, Inc.	3.60K	Jun 30, 26	+30	0.03%
Steward Partners Investment Advisory, LLC	3.48K	Jun 30, 26	-463	0.03%
Comprehensive Financial Consultants Institutional, Inc.	3.46K	Jun 30, 26	-18	0.03%
Sequoia Financial Advisors, LLC	3.46K	Jun 30, 26	+19	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.37K	Jun 30, 26	-173	0.03%
Tranquility Partners, LLC	3.36K	Jun 30, 26	--	0.03%
Mullooly Asset Management, Inc.	3.34K	Jun 30, 26	+30	0.03%
SCHNIEDERS CAPITAL MANAGEMENT, LLC.	3.34K	Jun 30, 26	--	0.03%
PARK AVENUE SECURITIES LLC	3.25K	Jun 30, 26	-509	0.03%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	3.14K	Jun 30, 26	--	0.02%
Atria Investments, Inc	3.02K	Jun 30, 26	+18	0.02%
Clear Trail Advisors, LLC	3.00K	Jun 30, 26	--	0.02%
COMPASS CAPITAL MANAGEMENT, INC	3.00K	Jun 30, 26	--	0.02%
Equitable Holdings, Inc.	2.99K	Jun 30, 26	+33	0.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	2.99K	Jun 30, 26	+100	0.02%
Ranch Capital Advisors Inc.	2.88K	Jun 30, 26	+16	0.02%
INTERACTIVE FINANCIAL ADVISORS, INC.	2.86K	Jun 30, 26	+107	0.02%
Summit Financial, LLC	2.86K	Jun 30, 26	-893	0.02%
Buckingham Strategic Partners	2.84K	Jun 30, 26	--	0.02%
D. E. Shaw & Co., Inc.	2.78K	Jun 30, 26	+2.78K	0.02%
VAUGHAN & Co SECURITIES, INC.	2.76K	Jun 30, 26	-480	0.02%
Friday Financial	2.75K	Jun 30, 26	--	0.02%
MOR Wealth Management, LLC	2.72K	Jun 30, 26	--	0.02%
Wick Capital Partners, LLC	2.69K	Jun 30, 26	--	0.02%
Signal Advisors Wealth, LLC	2.67K	Jun 30, 26	+175	0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC	2.65K	Jun 30, 26	+540	0.02%
Ronald Blue Trust, Inc.	2.65K	Jun 30, 26	-253	0.02%
Cooper Financial Group	2.63K	Jun 30, 26	+39	0.02%
Richardson Capital Management LLC	2.54K	Jun 30, 26	--	0.02%
IEQ CAPITAL, LLC	2.53K	Jun 30, 26	+23	0.02%
DAVENPORT & Co LLC	2.51K	Jun 30, 26	+4	0.02%
CHOREO, LLC	2.50K	Jun 30, 26	--	0.02%
STEPHENS INC /AR/	2.50K	Jun 30, 26	--	0.02%
Revisor Wealth Management LLC	2.50K	Jun 30, 26	--	0.02%
CARDIFF PARK ADVISORS, LLC	2.36K	Jun 30, 26	+10	0.02%
Powers Advisory Group, LLC	2.35K	Jun 30, 26	+6	0.02%
J. L. Bainbridge & Co., Inc.	2.31K	Jun 30, 26	--	0.02%
OLD NATIONAL BANCORP /IN/	2.31K	Jun 30, 26	-580	0.02%
Apollon Wealth Management, LLC	2.27K	Jun 30, 26	+1	0.02%
US BANCORP \DE\	2.27K	Jun 30, 26	--	0.02%
WEBSTER BANK, N. A.	2.24K	Jun 30, 26	-270	0.02%
OPPENHEIMER & CO INC	2.18K	Jun 30, 26	-1.20K	0.02%
Retireful, LLC	2.12K	Jun 30, 26	+2.12K	0.02%
FOUNDERS FINANCIAL SECURITIES LLC	2.09K	Jun 30, 26	--	0.02%
Fort Point Capital Partners LLC	2.04K	Jun 30, 26	+2.04K	0.02%
Gateway Wealth Partners, LLC	2.02K	Jun 30, 26	-1.80K	0.02%
DELTA CAPITAL MANAGEMENT LLC	2.00K	Jun 30, 26	--	0.02%
Vise Technologies, Inc.	1.99K	Jun 30, 26	+1.99K	0.02%
MidFirst Bank	1.96K	Jun 30, 26	--	0.02%
PMG Wealth Management, Inc.	1.95K	Jun 30, 26	--	0.02%
Institute for Wealth Management, LLC.	1.94K	Jun 30, 26	--	0.02%
CV Advisors LLC	1.90K	Jun 30, 26	--	0.01%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	1.90K	Jun 30, 26	+18	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	1.89K	Jun 30, 26	--	0.01%
Gemmer Asset Management LLC	1.88K	Jun 30, 26	--	0.01%
B. Riley Wealth Advisors, Inc.	1.87K	Jun 30, 26	+4	0.01%
Avant Capital LLC	1.86K	Jun 30, 26	-34	0.01%
Horizon Investments, LLC	1.82K	Jun 30, 26	-1.82K	0.01%
Cresset Asset Management, LLC	1.80K	Jun 30, 26	+1.80K	0.01%
Arkadios Wealth Advisors	1.78K	Jun 30, 26	+1.78K	0.01%
CoreCap Advisors, LLC	1.61K	Jun 30, 26	-417	0.01%
Geneos Wealth Management Inc.	1.42K	Jun 30, 26	+1	0.01%
Cassaday & Co Wealth Management LLC	1.37K	Jun 30, 26	--	0.01%
Aptus Capital Advisors, LLC	1.36K	Jun 30, 26	+1	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1.25K	Jun 30, 26	+65	0.01%
NBC SECURITIES, INC.	1.24K	Jun 30, 26	-2.03K	0.01%
Clearstead Advisors, LLC	1.16K	Jun 30, 26	--	0.01%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	1.10K	Jun 30, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	1.09K	Jun 30, 26	-6	0.01%
Gunpowder Capital Management, LLC dba Oliver Wealth Management	1.08K	Jun 30, 26	+6	0.01%
Independence Bank of Kentucky	1.00K	Jun 30, 26	--	0.01%
IFP Advisors, Inc	977	Jun 30, 26	--	0.01%
Western Pacific Wealth Management, LP	972	Jun 30, 26	--	0.01%
Citizens National Bank Trust Department	939	Jun 30, 26	--	0.01%
Parvin Asset Management, LLC	938	Jun 30, 26	--	0.01%
Kentucky Trust Co	914	Jun 30, 26	+914	0.01%
Steigerwald, Gordon & Koch Inc.	912	Jun 30, 26	--	0.01%
Torren Management, LLC	866	Jun 30, 26	+8	0.01%
BOK Financial Private Wealth, Inc.	827	Jun 30, 26	--	0.01%
Ameritas Advisory Services, LLC	707	Jun 30, 26	+707	0.01%
Triumph Capital Management	700	Jun 30, 26	--	0.01%
BEACON INVESTMENT ADVISORY SERVICES, INC.	525	Jun 30, 26	--	0.00%
Salomon & Ludwin, LLC	514	Jun 30, 26	--	0.00%
Glen Eagle Advisors, LLC	514	Jun 30, 26	+4	0.00%
PURSUIT WEALTH STRATEGIES, LLC	503	Jun 30, 26	+503	0.00%
Federation des caisses Desjardins du Quebec	500	Jun 30, 26	--	0.00%
Crews Bank & Trust	469	Jun 30, 26	--	0.00%
Colonial Trust Co / SC	446	Jun 30, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	416	Jun 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	408	Jun 30, 26	--	0.00%
Founders Financial Alliance, LLC	395	Jun 30, 26	+395	0.00%
Larson Financial Group LLC	394	Jun 30, 26	+2	0.00%
PRIVATE TRUST CO NA	384	Jun 30, 26	--	0.00%
ASSETMARK, INC	369	Jun 30, 26	+107	0.00%
AdvisorNet Financial, Inc	349	Jun 30, 26	-34	0.00%
Ancora Advisors, LLC	325	Jun 30, 26	-515	0.00%
N.E.W. Advisory Services LLC	309	Jun 30, 26	--	0.00%
GLENMEDE TRUST CO NA	300	Jun 30, 26	--	0.00%
FINANCIAL CONSULATE, INC	295	Jun 30, 26	--	0.00%
GAMMA Investing LLC	287	Jun 30, 26	--	0.00%
Migdal Insurance & Financial Holdings Ltd.	270	Jun 30, 26	+270	0.00%
Orion Capital Management LLC	244	Jun 30, 26	--	0.00%
Silver Grove Financial Group, Inc.	233	Jun 30, 26	+2	0.00%
Russell Investments Group, Ltd.	216	Jun 30, 26	--	0.00%
AE Wealth Management LLC	194	Jun 30, 26	--	0.00%
Synergy Investment Management, LLC	182	Jun 30, 26	--	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	174	Jun 30, 26	+174	0.00%
CBIZ Investment Advisory Services, LLC	167	Jun 30, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	165	Jun 30, 26	--	0.00%
BANK OF MONTREAL /CAN/	161	Jun 30, 26	+28	0.00%
Caldwell Trust Co	150	Jun 30, 26	--	0.00%
GHP Investment Advisors, Inc.	145	Jun 30, 26	--	0.00%
Hanson & Doremus Investment Management	135	Jun 30, 26	--	0.00%
Rialto Wealth Management, LLC	125	Jun 30, 26	--	0.00%
Key FInancial Inc	124	Jun 30, 26	-470	0.00%
REAP Financial Group, LLC	68	Jun 30, 26	--	0.00%
Qube Research & Technologies Ltd	43	Jun 30, 26	-2	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	34	Jun 30, 26	--	0.00%
Catherine Avery Investment Management LLC	32	Jun 30, 26	+32	0.00%
SIGNATUREFD, LLC	26	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	23	Jun 30, 26	--	0.00%
Asset Dedication, LLC	14	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	1	Jun 30, 26	--	0.00%
Glass Jacobson Investment Advisors llc	1	Jun 30, 26	--	0.00%
Hershey Financial Advisers, LLC	--	Jun 30, 26	-10.20K	--
WIN ADVISORS, INC	--	Jun 30, 26	-75.97K	--
MAI Capital Management	--	Jun 30, 26	-282	--
WELLINGTON-ALTUS USA INC.	--	Jun 30, 26	-6.30K	--
Independent Advisor Alliance	--	Jun 30, 26	-4.94K	--
M&T BANK CORP	--	Jun 30, 26	-3.36K	--
FIFTH THIRD SECURITIES, INC.	--	Jun 30, 26	-7.52K	--
Opal Wealth Advisors, LLC	--	Jun 30, 26	-456	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-2	--
TOMPKINS FINANCIAL CORP	--	Jun 30, 26	-395	--
Root Financial Partners, LLC	--	Jun 30, 26	-4	--
ArchPoint Investors	--	Jun 30, 26	-10.40K	--
Value Investment Professionals, LLC	--	Jun 30, 26	-266.62K	--
First Command Advisory Services, Inc.	--	Jun 30, 26	-615	--
CWM, LLC	861.98K	Mar 31, 26	+2.87K	6.70%
Evanson Asset Management, LLC	76.47K	Mar 31, 26	-3.19K	0.59%
U.S. Capital Wealth Advisors, LLC	5.62K	Mar 31, 26	--	0.04%
Vivaldi Capital Management LP	5.38K	Mar 31, 26	+2.34K	0.04%
Sunbelt Securities, Inc.	100	Mar 31, 26	--	0.00%
ARCADIA INVESTMENT MANAGEMENT CORP/MI	83	Mar 31, 26	+83	0.00%
Cadence Bank	14.55K	Dec 31, 25	-57	0.11%
COMERICA BANK	6.57K	Dec 31, 25	-980	0.05%
Edge Financial Advisors LLC	3.06K	Dec 31, 25	-55	0.02%
GPS Wealth Strategies Group, LLC	2.51K	Dec 31, 25	--	0.02%
PBMares Wealth Management LLC	34.55K	Sep 30, 25	-348	0.27%
Glenmede Investment Management, LP	600	Sep 30, 25	--	0.00%
Good Life Advisors, LLC	49.41K	Jun 30, 25	+267	0.38%
AVANTAX ADVISORY SERVICES, INC.	4.11K	Jun 30, 25	+242	0.03%
SCHNIEDERS CAPITAL MANAGEMENT LLC	3.34K	Jun 30, 25	--	0.03%
Atria Wealth Solutions, Inc.	2.21K	Jun 30, 25	+2.21K	0.02%
Orion Portfolio Solutions, LLC	18.85K	Mar 31, 25	-14.55K	0.15%
West Coast Financial LLC	3.00K	Mar 31, 25	--	0.02%
Transform Wealth, LLC	2.95K	Mar 31, 25	--	0.02%
Lindbrook Capital, LLC	2.21K	Mar 31, 25	--	0.02%
Kiely Wealth Advisory Group, Inc.	130	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	114.89K	Sep 30, 24	-3.35K	0.89%
RAYMOND JAMES & ASSOCIATES	58.29K	Sep 30, 24	-802	0.45%
FinTrust Capital Advisors, LLC	3.86K	Sep 30, 24	--	0.03%
Rain Capital Management, LLC	4	Jun 30, 24	--	0.00%
BUCKINGHAM STRATEGIC WEALTH, LLC	--	Jun 30, 24	-2.35K	--
Cetera Advisor Networks LLC	252.27K	Mar 31, 24	-9.16K	1.96%
Cetera Advisors LLC	108.00K	Mar 31, 24	+10.26K	0.84%
EXECUTIVE WEALTH GROUP LLC	18.40K	Mar 31, 24	+12.29K	0.14%
Ledge Wealth Management, Inc.	61.34K	Dec 31, 23	+155	0.48%
StrategIQ Financial Group, LLC	11.43K	Dec 31, 23	-198	0.09%
FOCUS FINANCIAL NETWORK INC /ADV	3.83K	Dec 31, 23	+3.83K	0.03%
WADE G W & INC	2.48K	Dec 31, 23	+2.48K	0.02%
Baystate Wealth Management LLC	66	Dec 31, 23	+1	0.00%
COLONY GROUP LLC	46.20K	Sep 30, 23	+12.01K	0.36%
New Legacy Group, LLC	10.00K	Sep 30, 23	--	0.08%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	5.35K	Sep 30, 23	-2.05K	0.04%
Truadvice, LLC	4.01K	Sep 30, 23	+4.01K	0.03%
BerganKDV Wealth Management, LLC	10.50K	Jun 30, 23	--	0.08%
First Command Bank	571	Jun 30, 23	--	0.00%
First Command Financial Services, Inc.	571	Jun 30, 23	--	0.00%
Quantitative Advantage, LLC	29.26K	Mar 31, 23	+6.22K	0.23%
Ahrens Investment Partners LLC	200	Mar 31, 23	+200	0.00%
Claraphi Advisory Network, LLC	6.50K	Dec 31, 22	+3.73K	0.05%
REFRAME WEALTH, LLC	4.00K	Dec 31, 22	+4.00K	0.03%
Capital Directions Investment Advisors, LLC	4.00K	Dec 31, 22	+4.00K	0.03%
Sargent Bickham Lagudis LLC	581	Dec 31, 22	--	0.00%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	28.74K	Sep 30, 22	-6.25K	0.22%
ACG Wealth	4.38K	Sep 30, 22	+261	0.03%
WIPFLI FINANCIAL ADVISORS LLC,	2.38K	Sep 30, 22	+2.38K	0.02%
MUFG Americas Holdings Corp	2.35K	Sep 30, 22	-2.00K	0.02%
American Portfolios Advisors	763	Sep 30, 22	+130	0.01%
CADENCE BANK NA	--	Sep 30, 22	-22.56K	--
Fieldpoint Private Securities, LLC	--	Jun 30, 22	-125	--
PARAMETRIC PORTFOLIO ASSOCIATES LLC	5.63K	Mar 31, 22	-1.75K	0.04%
KINGS POINT CAPITAL MANAGEMENT	282	Mar 31, 22	--	0.00%
Financial Planners of Cleveland, Inc.	--	Mar 31, 22	-2.98K	--
Investors Financial Group, LLC	3.42K	Dec 31, 21	--	0.03%
Carroll Financial Associates, Inc.	450	Dec 31, 21	--	0.00%
NEXT Financial Group, Inc	262	Dec 31, 21	-70	0.00%
Sonora Investment Management, LLC	1.05K	Sep 30, 21	-100	0.01%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	435	Jun 30, 21	+435	0.00%
Paracle Advisors, LLC	10.26K	Mar 31, 21	-95	0.08%
Reby Advisors, LLC	580	Dec 31, 20	+580	0.00%
Winslow, Evans & Crocker, Inc.	100	Dec 31, 20	--	0.00%
First Allied Advisory Services, Inc.	13.39K	Sep 30, 20	-148	0.10%
LADENBURG THALMANN FINANCIAL SERVICES INC.	52.37K	Dec 31, 19	-287	0.41%
Advisor Group, Inc.	15.74K	Dec 31, 19	-462	0.12%
BB&T SECURITIES, LLC	4.45K	Sep 30, 19	-25	0.03%
HARVEST CAPITAL MANAGEMENT INC	69.55K	Jun 30, 19	-2.80K	0.54%
COBIZ WEALTH, LLC	69.27K	Jun 30, 19	-3.83K	0.54%
Steinberg Global Asset Management	15.11K	Mar 31, 19	-12.58K	0.12%
NEXT Financial Holdings	3.55K	Mar 31, 19	+3.55K	0.03%
INR ADVISORY SERVICES LLC	167	Mar 31, 19	--	0.00%
SII INVESTMENTS INC/WI	7.10K	Dec 31, 17	-19.92K	0.06%
NATIONAL PLANNING CORP	--	Dec 31, 17	-6.10K	--
Concert Wealth Management Inc.	--	Sep 30, 17	-16.56K	--
Commonwealth Equity Services, Inc	273.85K	Jun 30, 17	+7.17K	2.13%
Virtu KCG Holdings LLC	18.70K	Jun 30, 17	-15.05K	0.15%
Ranger International Management, LP	1.68K	Jun 30, 17	--	0.01%
Integrated Wealth Management	5.94K	Mar 31, 17	+2	0.05%
MSI Financial Services Inc	33.15K	Dec 31, 16	-2.77K	0.26%
Trutina Financial LLC	31.40K	Dec 31, 16	-1.24K	0.24%
SOCIETE GENERALE	29.88K	Jun 30, 16	+29.88K	0.23%
Carnick & Kubik, LLC	2.10K	Mar 31, 16	+2.10K	0.02%
SIMMONS FIRST TRUST CO NA	8.49K	Dec 31, 15	-1.90K	0.07%
Fusion Investment Group, LLC	--	Dec 31, 15	-5.29K	--
MANAGED ACCOUNT ADVISORS LLC	3.03K	Jun 30, 15	+1.84K	0.02%
Gary Goldberg Planning Services Inc	660	Dec 31, 14	--	0.01%
NEW ENGLAND SECURITIES CORP /MA/	500	Dec 31, 14	--	0.00%
UBS AG	227.50K	Sep 30, 14	+19.05K	1.77%
COMMUNITY BANK SYSTEM, INC.	16.22K	Sep 30, 14	+725	0.13%
KMS FINANCIAL SERVICES, INC	7.94K	Jun 30, 14	-17.08K	0.06%
TOWER TRUST Co	29.45K	Mar 31, 14	-642	0.23%
Jane Street Holding, LLC	4.31K	Dec 31, 13	+4.31K	0.03%
STIFEL NICOLAUS & CO INC \MO\	51.10K	Sep 30, 13	+7.77K	0.40%
First Allied Securities, Inc.	2.81K	Jun 30, 12	-2.93K	0.02%

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Market Movers

Today's biggest gainers and losers

Holder

Date

Change

% Held

Versant Capital Management, Inc

379

Sep 30, 26

0.00%

PARK NATIONAL CORP /OH/

Sep 30, 26

-259

MORGAN STANLEY

501.67K

Jun 30, 26

+9.88K

3.90%

BANK OF AMERICA CORP /DE/

474.27K

Jun 30, 26

+16.82K

3.69%

WELLS FARGO & COMPANY/MN

462.54K

Jun 30, 26

-50.90K

3.59%

Cetera Investment Advisers

424.98K

Jun 30, 26

+12.53K

3.30%

LPL Financial LLC

396.42K

Jun 30, 26

-6.13K

3.08%

Linscomb & Williams, Inc.

289.05K

Jun 30, 26

-8.75K

2.25%

Kestra Advisory Services, LLC

235.27K

Jun 30, 26

+10.13K

1.83%

MB, LEVIS & ASSOCIATES, LLC

158.67K

Jun 30, 26

+421

1.23%

Colony Group, LLC

144.53K

Jun 30, 26

-3.49K

1.12%

ENVESTNET ASSET MANAGEMENT INC

123.25K

Jun 30, 26

+5.99K

0.96%

GOLDMAN SACHS GROUP INC

114.89K

Jun 30, 26

+71.48K

0.89%

AMERIPRISE FINANCIAL INC

108.60K

Jun 30, 26

+4.87K

0.84%

RAYMOND JAMES FINANCIAL INC

107.83K

Jun 30, 26

-2.19K

0.84%

ADVISOR GROUP HOLDINGS, INC.

97.10K

Jun 30, 26

+13.51K

0.75%

UBS Group AG

90.67K

Jun 30, 26

+550

0.70%

Stonebridge Wealth Management, LLC

85.71K

Jun 30, 26

+197

0.67%

NewEdge Advisors, LLC

80.28K

Jun 30, 26

+1.73K

0.62%

Evanson Financial, LLC

76.24K

Jun 30, 26

+76.24K

0.59%

Mariner, LLC

72.59K

Jun 30, 26

-11.52K

0.56%

ROYAL BANK OF CANADA

69.70K

Jun 30, 26

+2.88K

0.54%

Stratos Wealth Partners, LTD.

66.62K

Jun 30, 26

+2.56K

0.52%

1 NORTH WEALTH SERVICES LLC

65.44K

Jun 30, 26

+2.66K

0.51%

JPMORGAN CHASE & CO

64.79K

Jun 30, 26

+2.27K

0.50%

Global Retirement Partners, LLC

64.32K

Jun 30, 26

+64.32K

0.50%

Private Advisor Group, LLC

62.67K

Jun 30, 26

+14.29K

0.49%

NFP Retirement, Inc.

56.01K

Jun 30, 26

-1.23K

0.44%

PRECEDENT WEALTH PARTNERS, LLC

55.00K

Jun 30, 26

+223

0.43%

FFG RETIREMENT ADVISORS LLC

44.79K

Jun 30, 26

+458

0.35%

TRUIST FINANCIAL CORP

41.27K

Jun 30, 26

+21.86K

0.32%

Cambridge Investment Research Advisors, Inc.

40.42K

Jun 30, 26

+2.11K

0.31%

COMMONWEALTH EQUITY SERVICES, LLC

39.77K

Jun 30, 26

+1.94K

0.31%

CAPTRUST FINANCIAL ADVISORS

39.10K

Jun 30, 26

-293

0.30%

JONES FINANCIAL COMPANIES LLLP

38.92K

Jun 30, 26

+1.84K

0.30%

Catalyst Investment Management LLC

35.49K

Jun 30, 26

+9.25K

0.28%

Mutual Advisors, LLC

34.00K

Jun 30, 26

-43

0.26%

Creative Planning

33.44K

Jun 30, 26

+13.22K

0.26%

D.A. DAVIDSON & CO.

33.41K

Jun 30, 26

+9.88K

0.26%

JT Stratford LLC

33.22K

Jun 30, 26

+1.29K

0.26%

Avidian Wealth Solutions, LLC

30.42K

Jun 30, 26

-993

0.24%

LVM CAPITAL MANAGEMENT LTD/MI

28.69K

Jun 30, 26

-385

0.22%

Apella Capital, LLC

26.10K

Jun 30, 26

-107

0.20%

INVENIO WEALTH PARTNERS LLC

25.92K

Jun 30, 26

-31

0.20%

HighTower Advisors, LLC

24.93K

Jun 30, 26

+918

0.19%

BLAIR WILLIAM & CO/IL

21.89K

Jun 30, 26

+100

0.17%

CENTRAL TRUST Co

21.30K

Jun 30, 26

+600

0.17%

COMMERCE BANK

20.95K

Jun 30, 26

-515

0.16%

Janney Montgomery Scott LLC

20.75K

Jun 30, 26

+513

0.16%

Brinker Capital Investments, LLC

20.52K

Jun 30, 26

-994

0.16%

Avantax Planning Partners, Inc.

20.29K

Jun 30, 26

-425

0.16%

Envestnet Portfolio Solutions, Inc.

17.22K

Jun 30, 26

+1.42K

0.13%

Dynamic Advisor Solutions LLC

17.18K

Jun 30, 26

+2.50K

0.13%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

16.45K

Jun 30, 26

+12.32K

0.13%

Virtus Family Office LLC

16.30K

Jun 30, 26

+1.03K

0.13%

Cherry Tree Wealth Management, LLC

16.25K

Jun 30, 26

-255

0.13%

J.W. COLE ADVISORS, INC.

16.13K

Jun 30, 26

+59

0.13%

Barnes Wealth Management Group, Inc

15.49K

Jun 30, 26

-168

0.12%

Pensionmark Financial Group, LLC

15.30K

Jun 30, 26

-14

0.12%

FMR LLC

15.26K

Jun 30, 26

+7.75K

0.12%

Community Bank, N.A.

15.21K

Jun 30, 26

+742

0.12%

Dickmeyer Boyce Financial Management, Inc.

15.00K

Jun 30, 26

+2.32K

0.12%

Keebeck Wealth Management, LLC

14.60K

Jun 30, 26

0.11%

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

14.11K

Jun 30, 26

-178

0.11%

HUNTINGTON NATIONAL BANK

13.76K

Jun 30, 26

-33

0.11%

MML INVESTORS SERVICES, LLC

13.44K

Jun 30, 26

+1.24K

0.10%

Axis Wealth Partners, LLC

13.05K

Jun 30, 26

-316

0.10%

Savant Capital, LLC

12.75K

Jun 30, 26

+6.86K

0.10%

Rockefeller Capital Management L.P.

12.57K

Jun 30, 26

-27

0.10%

UHLMANN PRICE SECURITIES, LLC

12.55K

Jun 30, 26

+229

0.10%

Americana Partners, LLC

12.15K

Jun 30, 26

0.09%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

11.56K

Jun 30, 26

0.09%

Merit Financial Group, LLC

11.47K

Jun 30, 26

-296

0.09%

NORTHERN TRUST CORP

11.35K

Jun 30, 26

0.09%

Melone Private Wealth, LLC

10.51K

Jun 30, 26

-256

0.08%

STIFEL FINANCIAL CORP

10.41K

Jun 30, 26

-541

0.08%

AssuredPartners Investment Advisors, LLC

10.24K

Jun 30, 26

+46

0.08%

Waverly Advisors, LLC

9.24K

Jun 30, 26

0.07%

MERCER GLOBAL ADVISORS INC /ADV

9.20K

Jun 30, 26

+2.98K

0.07%

SBI Securities Co., Ltd.

9.18K

Jun 30, 26

-359

0.07%

Fortune Financial Group, Inc.

8.91K

Jun 30, 26

+8.91K

0.07%

Advisory Services Network, LLC

8.87K

Jun 30, 26

-77

0.07%

SFG Wealth Management, LLC.

8.23K

Jun 30, 26

+8.23K

0.06%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

8.20K

Jun 30, 26

-342

0.06%

Farther Finance Advisors, LLC

8.19K

Jun 30, 26

0.06%

TFC Financial Management, Inc.

7.99K

Jun 30, 26

+39

0.06%

Beacon Pointe Advisors, LLC

7.86K

Jun 30, 26

+5.57K

0.06%

ShoreHaven Wealth Partners, LLC

7.80K

Jun 30, 26

-134

0.06%

CI Private Wealth, LLC

7.62K

Jun 30, 26

-162

0.06%

Capital Advisors, Ltd. LLC

7.50K

Jun 30, 26

-126

0.06%

Oxinas Partners Wealth Management LLC

7.34K

Jun 30, 26

-700

0.06%

FIFTH THIRD BANCORP

7.26K

Jun 30, 26

-639

0.06%

Cerity Partners LLC

7.00K

Jun 30, 26

+15

0.05%

Sanctuary Advisors, LLC

6.96K

Jun 30, 26

0.05%

SRS Capital Advisors, Inc.

6.83K

Jun 30, 26

+5.82K

0.05%

WILEY BROS.-AINTREE CAPITAL, LLC

6.81K

Jun 30, 26

+6.81K

0.05%

Maridea Wealth Management LLC

6.76K

Jun 30, 26

0.05%

AQR CAPITAL MANAGEMENT LLC

6.21K

Jun 30, 26

+66

0.05%

Clearwater Capital Advisors, LLC

5.92K

Jun 30, 26

-398

0.05%

Passive Capital Management, LLC.

5.76K

Jun 30, 26

0.04%

MSH Capital Advisors LLC

5.31K

Jun 30, 26

+274

0.04%

COLDSTREAM CAPITAL MANAGEMENT INC

5.30K

Jun 30, 26

0.04%

Main Street Financial Solutions, LLC

5.25K

Jun 30, 26

-11

0.04%

Wealthspire Advisors, LLC

5.22K

Jun 30, 26

+3.22K

0.04%

FLAGSHIP HARBOR ADVISORS, LLC

5.21K

Jun 30, 26

+265

0.04%

Avestar Capital, LLC

4.96K

Jun 30, 26

0.04%

Relyea Zuckerberg Hanson LLC

4.89K

Jun 30, 26

0.04%

CALDWELL SUTTER CAPITAL, INC.

4.75K

Jun 30, 26

+1.03K

0.04%

AlphaCore Capital LLC

4.74K

Jun 30, 26

+4.74K

0.04%

Elk River Wealth Management, LLC

4.74K

Jun 30, 26

0.04%

Nelson Capital Management, LLC

4.70K

Jun 30, 26

0.04%

Harfst & Associates, Inc.

4.68K

Jun 30, 26

-360

0.04%

NATIONAL BANK OF CANADA /FI/

4.50K

Jun 30, 26

0.03%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

4.50K

Jun 30, 26

-88

0.03%

EFG International AG

4.45K

Jun 30, 26

0.03%

Capital Investment Advisors, LLC

4.35K

Jun 30, 26

0.03%

IFG Advisory, LLC

4.30K

Jun 30, 26

+4.30K

0.03%

FIDUCIARY TRUST CO

4.20K

Jun 30, 26

0.03%

Integrated Wealth Concepts LLC

4.07K

Jun 30, 26

-74

0.03%

Maltin Wealth Management, Inc.

4.00K

Jun 30, 26

+37

0.03%

Tempus Wealth Planning, LLC

3.91K

Jun 30, 26

0.03%

EVOLUTION WEALTH MANAGEMENT INC.

3.90K

Jun 30, 26

+67

0.03%

Capital Advisors Wealth Management, LLC

3.90K

Jun 30, 26

+63

0.03%

GSG Advisors LLC

3.87K

Jun 30, 26

-571

0.03%

Concurrent Investment Advisors, LLC

3.85K

Jun 30, 26

+471

0.03%

Western Wealth Management, LLC

3.83K

Jun 30, 26

-40

0.03%

17 CAPITAL PARTNERS, LLC

3.79K

Jun 30, 26

+377

0.03%

BlackRock, Inc.

3.65K

Jun 30, 26

+132

0.03%

Tilson Financial Group, Inc.

3.60K

Jun 30, 26

+30

0.03%

Steward Partners Investment Advisory, LLC

3.48K

Jun 30, 26

-463

0.03%

Comprehensive Financial Consultants Institutional, Inc.

3.46K

Jun 30, 26

-18

0.03%

Sequoia Financial Advisors, LLC

3.46K

Jun 30, 26

+19

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

3.37K

Jun 30, 26

-173

0.03%

Tranquility Partners, LLC

3.36K

Jun 30, 26

0.03%

Mullooly Asset Management, Inc.

3.34K

Jun 30, 26

+30

0.03%

SCHNIEDERS CAPITAL MANAGEMENT, LLC.

3.34K

Jun 30, 26

0.03%

PARK AVENUE SECURITIES LLC

3.25K

Jun 30, 26

-509

0.03%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

3.14K

Jun 30, 26

0.02%

Atria Investments, Inc

3.02K

Jun 30, 26

+18

0.02%

Clear Trail Advisors, LLC

3.00K

Jun 30, 26

0.02%

COMPASS CAPITAL MANAGEMENT, INC

3.00K

Jun 30, 26

0.02%

Equitable Holdings, Inc.

2.99K

Jun 30, 26

+33

0.02%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

2.99K

Jun 30, 26

+100

0.02%

Ranch Capital Advisors Inc.

2.88K

Jun 30, 26

+16

0.02%

INTERACTIVE FINANCIAL ADVISORS, INC.

2.86K

Jun 30, 26

+107

0.02%

Summit Financial, LLC

2.86K

Jun 30, 26

-893

0.02%

Buckingham Strategic Partners

2.84K

Jun 30, 26

0.02%

D. E. Shaw & Co., Inc.

2.78K

Jun 30, 26

+2.78K

0.02%

VAUGHAN & Co SECURITIES, INC.

2.76K

Jun 30, 26

-480

0.02%

Friday Financial

2.75K

Jun 30, 26

0.02%

MOR Wealth Management, LLC

2.72K

Jun 30, 26

0.02%

Wick Capital Partners, LLC

2.69K

Jun 30, 26

0.02%

Signal Advisors Wealth, LLC

2.67K

Jun 30, 26

+175

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

2.65K

Jun 30, 26

+540

0.02%

Ronald Blue Trust, Inc.

2.65K

Jun 30, 26

-253

0.02%

Cooper Financial Group

2.63K

Jun 30, 26

+39

0.02%

Richardson Capital Management LLC

2.54K

Jun 30, 26

0.02%

IEQ CAPITAL, LLC

2.53K

Jun 30, 26

+23

0.02%

DAVENPORT & Co LLC

2.51K

Jun 30, 26

0.02%

CHOREO, LLC

2.50K

Jun 30, 26

0.02%

STEPHENS INC /AR/

2.50K

Jun 30, 26

0.02%

Revisor Wealth Management LLC

2.50K

Jun 30, 26

0.02%

CARDIFF PARK ADVISORS, LLC

2.36K

Jun 30, 26

+10

0.02%

Powers Advisory Group, LLC

2.35K

Jun 30, 26

0.02%

J. L. Bainbridge & Co., Inc.

2.31K

Jun 30, 26

0.02%

OLD NATIONAL BANCORP /IN/

2.31K

Jun 30, 26

-580

0.02%

Apollon Wealth Management, LLC

2.27K

Jun 30, 26

0.02%

US BANCORP \DE\

2.27K

Jun 30, 26

0.02%

WEBSTER BANK, N. A.

2.24K

Jun 30, 26

-270

0.02%

OPPENHEIMER & CO INC

2.18K

Jun 30, 26

-1.20K

0.02%

Retireful, LLC

2.12K

Jun 30, 26

+2.12K

0.02%

FOUNDERS FINANCIAL SECURITIES LLC

2.09K

Jun 30, 26

0.02%

Fort Point Capital Partners LLC

2.04K

Jun 30, 26

+2.04K

0.02%

Gateway Wealth Partners, LLC

2.02K

Jun 30, 26

-1.80K

0.02%

DELTA CAPITAL MANAGEMENT LLC

2.00K

Jun 30, 26

0.02%

Vise Technologies, Inc.

1.99K

Jun 30, 26

+1.99K

0.02%

MidFirst Bank

1.96K

Jun 30, 26

0.02%

PMG Wealth Management, Inc.

1.95K

Jun 30, 26

0.02%

Institute for Wealth Management, LLC.

1.94K

Jun 30, 26

0.02%

CV Advisors LLC

1.90K

Jun 30, 26

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

1.90K

Jun 30, 26

+18

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

1.89K

Jun 30, 26

0.01%

Gemmer Asset Management LLC

1.88K

Jun 30, 26

0.01%

B. Riley Wealth Advisors, Inc.

1.87K

Jun 30, 26

0.01%

Avant Capital LLC

1.86K

Jun 30, 26

-34

0.01%

Horizon Investments, LLC

1.82K

Jun 30, 26

-1.82K

0.01%

Cresset Asset Management, LLC

1.80K

Jun 30, 26

+1.80K

0.01%

Arkadios Wealth Advisors

1.78K

Jun 30, 26

+1.78K

0.01%

CoreCap Advisors, LLC

1.61K

Jun 30, 26

-417

0.01%

Geneos Wealth Management Inc.

1.42K

Jun 30, 26

0.01%

Cassaday & Co Wealth Management LLC

1.37K

Jun 30, 26

0.01%

Aptus Capital Advisors, LLC

1.36K

Jun 30, 26

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

1.25K

Jun 30, 26

+65

0.01%

NBC SECURITIES, INC.

1.24K

Jun 30, 26

-2.03K

0.01%

Clearstead Advisors, LLC

1.16K

Jun 30, 26

0.01%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

1.10K

Jun 30, 26

0.01%

HARBOUR INVESTMENTS, INC.

1.09K

Jun 30, 26

-6

0.01%

Gunpowder Capital Management, LLC dba Oliver Wealth Management

1.08K

Jun 30, 26

0.01%

Independence Bank of Kentucky

1.00K

Jun 30, 26

0.01%

IFP Advisors, Inc

977

Jun 30, 26

0.01%

Western Pacific Wealth Management, LP

972

Jun 30, 26

0.01%

Citizens National Bank Trust Department

939

Jun 30, 26

0.01%

Parvin Asset Management, LLC

938

Jun 30, 26

0.01%

Kentucky Trust Co

914

Jun 30, 26

+914

0.01%

Steigerwald, Gordon & Koch Inc.

912

Jun 30, 26

0.01%

Torren Management, LLC

866

Jun 30, 26

0.01%

BOK Financial Private Wealth, Inc.

827

Jun 30, 26

0.01%

Ameritas Advisory Services, LLC

707

Jun 30, 26

+707

0.01%

Triumph Capital Management

700

Jun 30, 26

0.01%

BEACON INVESTMENT ADVISORY SERVICES, INC.

525

Jun 30, 26

0.00%

Salomon & Ludwin, LLC

514

Jun 30, 26

0.00%

Glen Eagle Advisors, LLC

514

Jun 30, 26

0.00%

PURSUIT WEALTH STRATEGIES, LLC

503

Jun 30, 26

+503

0.00%

Federation des caisses Desjardins du Quebec

500

Jun 30, 26

0.00%

Crews Bank & Trust

469

Jun 30, 26

0.00%

Colonial Trust Co / SC

446

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

416

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

408

Jun 30, 26

0.00%

Founders Financial Alliance, LLC

395

Jun 30, 26

+395

0.00%

Larson Financial Group LLC

394

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

384

Jun 30, 26

0.00%

ASSETMARK, INC

369

Jun 30, 26

+107

0.00%

AdvisorNet Financial, Inc

349

Jun 30, 26

-34

0.00%

Ancora Advisors, LLC

325

Jun 30, 26

-515

0.00%

N.E.W. Advisory Services LLC

309

Jun 30, 26

0.00%

GLENMEDE TRUST CO NA

300

Jun 30, 26

0.00%

FINANCIAL CONSULATE, INC

295

Jun 30, 26

0.00%

GAMMA Investing LLC

287

Jun 30, 26

0.00%

Migdal Insurance & Financial Holdings Ltd.

270

Jun 30, 26

+270

0.00%

Orion Capital Management LLC

244

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

233

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

216

Jun 30, 26

0.00%

AE Wealth Management LLC

194

Jun 30, 26

0.00%

Synergy Investment Management, LLC

182

Jun 30, 26

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

174

Jun 30, 26

+174

0.00%

CBIZ Investment Advisory Services, LLC

167

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

165

Jun 30, 26

0.00%

BANK OF MONTREAL /CAN/

161

Jun 30, 26

+28

0.00%

Caldwell Trust Co

150

Jun 30, 26

0.00%

GHP Investment Advisors, Inc.

145

Jun 30, 26

0.00%

Hanson & Doremus Investment Management

135

Jun 30, 26

0.00%

Rialto Wealth Management, LLC

125

Jun 30, 26

0.00%

Key FInancial Inc

124

Jun 30, 26

-470

0.00%

REAP Financial Group, LLC

Jun 30, 26

0.00%

Qube Research & Technologies Ltd

Jun 30, 26

-2

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Jun 30, 26

0.00%

Catherine Avery Investment Management LLC

Jun 30, 26

+32

0.00%

SIGNATUREFD, LLC

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

Jun 30, 26

0.00%

Asset Dedication, LLC

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

0.00%

Glass Jacobson Investment Advisors llc

Jun 30, 26

0.00%

Hershey Financial Advisers, LLC

Jun 30, 26

-10.20K

WIN ADVISORS, INC

Jun 30, 26

-75.97K

MAI Capital Management

Jun 30, 26

-282

WELLINGTON-ALTUS USA INC.

Jun 30, 26

-6.30K

Independent Advisor Alliance

Jun 30, 26

-4.94K

M&T BANK CORP

Jun 30, 26

-3.36K

FIFTH THIRD SECURITIES, INC.

Jun 30, 26

-7.52K

Opal Wealth Advisors, LLC

Jun 30, 26

-456

Tower Research Capital LLC (TRC)

Jun 30, 26

-2

TOMPKINS FINANCIAL CORP

Jun 30, 26

-395

Root Financial Partners, LLC

Jun 30, 26

-4

ArchPoint Investors

Jun 30, 26

-10.40K

Value Investment Professionals, LLC

Jun 30, 26

-266.62K

First Command Advisory Services, Inc.

Jun 30, 26

-615

CWM, LLC

861.98K

Mar 31, 26

+2.87K

6.70%

Evanson Asset Management, LLC

76.47K

Mar 31, 26

-3.19K

0.59%

U.S. Capital Wealth Advisors, LLC

5.62K

Mar 31, 26

0.04%

Vivaldi Capital Management LP

5.38K

Mar 31, 26

+2.34K

0.04%

Sunbelt Securities, Inc.

100

Mar 31, 26

0.00%

ARCADIA INVESTMENT MANAGEMENT CORP/MI

Mar 31, 26

+83

0.00%

Cadence Bank

14.55K

Dec 31, 25

-57

0.11%

COMERICA BANK

6.57K

Dec 31, 25

-980

0.05%

Edge Financial Advisors LLC

3.06K

Dec 31, 25

-55

0.02%

GPS Wealth Strategies Group, LLC

2.51K

Dec 31, 25

0.02%

PBMares Wealth Management LLC

34.55K

Sep 30, 25

-348

0.27%

Glenmede Investment Management, LP

600

Sep 30, 25

0.00%

Good Life Advisors, LLC

49.41K

Jun 30, 25

+267

0.38%

AVANTAX ADVISORY SERVICES, INC.

4.11K

Jun 30, 25

+242

0.03%

SCHNIEDERS CAPITAL MANAGEMENT LLC

3.34K

Jun 30, 25

0.03%

Atria Wealth Solutions, Inc.

2.21K

Jun 30, 25

+2.21K

0.02%

Orion Portfolio Solutions, LLC

18.85K

Mar 31, 25

-14.55K

0.15%

West Coast Financial LLC

3.00K

Mar 31, 25

0.02%

Transform Wealth, LLC

2.95K

Mar 31, 25

0.02%

Lindbrook Capital, LLC

2.21K

Mar 31, 25

0.02%

Kiely Wealth Advisory Group, Inc.

130

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

114.89K

Sep 30, 24

-3.35K

0.89%

RAYMOND JAMES & ASSOCIATES

58.29K

Sep 30, 24

-802

0.45%

FinTrust Capital Advisors, LLC

3.86K

Sep 30, 24

0.03%

Rain Capital Management, LLC

Jun 30, 24

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

Jun 30, 24

-2.35K

Cetera Advisor Networks LLC

252.27K

Mar 31, 24

-9.16K

1.96%

Cetera Advisors LLC

108.00K

Mar 31, 24

+10.26K

0.84%

EXECUTIVE WEALTH GROUP LLC

18.40K

Mar 31, 24

+12.29K

0.14%

Ledge Wealth Management, Inc.

61.34K

Dec 31, 23

+155

0.48%

StrategIQ Financial Group, LLC

11.43K

Dec 31, 23

-198

0.09%

FOCUS FINANCIAL NETWORK INC /ADV

3.83K

Dec 31, 23

+3.83K

0.03%

WADE G W & INC

2.48K

Dec 31, 23

+2.48K

0.02%

Baystate Wealth Management LLC

Dec 31, 23

0.00%

COLONY GROUP LLC

46.20K

Sep 30, 23

+12.01K

0.36%

New Legacy Group, LLC

10.00K

Sep 30, 23

0.08%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

5.35K

Sep 30, 23

-2.05K

0.04%

Truadvice, LLC

4.01K

Sep 30, 23

+4.01K

0.03%

BerganKDV Wealth Management, LLC

10.50K

Jun 30, 23

0.08%

First Command Bank

571

Jun 30, 23

0.00%

First Command Financial Services, Inc.

571

Jun 30, 23

0.00%

Quantitative Advantage, LLC

29.26K

Mar 31, 23

+6.22K

0.23%

Ahrens Investment Partners LLC

200

Mar 31, 23

+200

0.00%

Claraphi Advisory Network, LLC

6.50K

Dec 31, 22

+3.73K

0.05%

REFRAME WEALTH, LLC

4.00K

Dec 31, 22

+4.00K

0.03%

Capital Directions Investment Advisors, LLC

4.00K

Dec 31, 22

+4.00K

0.03%

Sargent Bickham Lagudis LLC

581

Dec 31, 22

0.00%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

28.74K

Sep 30, 22

-6.25K

0.22%

ACG Wealth

4.38K

Sep 30, 22

+261

0.03%

WIPFLI FINANCIAL ADVISORS LLC,

2.38K

Sep 30, 22

+2.38K

0.02%

MUFG Americas Holdings Corp

2.35K

Sep 30, 22

-2.00K

0.02%

American Portfolios Advisors

763

Sep 30, 22

+130

0.01%

CADENCE BANK NA

Sep 30, 22

-22.56K

Fieldpoint Private Securities, LLC

Jun 30, 22

-125

PARAMETRIC PORTFOLIO ASSOCIATES LLC

5.63K

Mar 31, 22

-1.75K

0.04%

KINGS POINT CAPITAL MANAGEMENT

282

Mar 31, 22

0.00%

Financial Planners of Cleveland, Inc.

Mar 31, 22

-2.98K

Investors Financial Group, LLC

3.42K

Dec 31, 21

0.03%

Carroll Financial Associates, Inc.

450

Dec 31, 21

0.00%

NEXT Financial Group, Inc

262

Dec 31, 21

-70

0.00%

Sonora Investment Management, LLC

1.05K

Sep 30, 21

-100

0.01%

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

435

Jun 30, 21

+435

0.00%

Paracle Advisors, LLC

10.26K

Mar 31, 21

-95

0.08%

Reby Advisors, LLC

580

Dec 31, 20

+580

0.00%

Winslow, Evans & Crocker, Inc.

100

Dec 31, 20

0.00%

First Allied Advisory Services, Inc.

13.39K

Sep 30, 20

-148

0.10%

LADENBURG THALMANN FINANCIAL SERVICES INC.

52.37K

Dec 31, 19

-287

0.41%

Advisor Group, Inc.

15.74K

Dec 31, 19

-462

0.12%

BB&T SECURITIES, LLC

4.45K

Sep 30, 19

-25

0.03%

HARVEST CAPITAL MANAGEMENT INC

69.55K

Jun 30, 19

-2.80K

0.54%

COBIZ WEALTH, LLC

69.27K

Jun 30, 19

-3.83K

0.54%

Steinberg Global Asset Management

15.11K

Mar 31, 19

-12.58K

0.12%

NEXT Financial Holdings

3.55K

Mar 31, 19

+3.55K

0.03%

INR ADVISORY SERVICES LLC

167

Mar 31, 19

0.00%

SII INVESTMENTS INC/WI

7.10K

Dec 31, 17

-19.92K

0.06%

NATIONAL PLANNING CORP

Dec 31, 17

-6.10K

Concert Wealth Management Inc.

Sep 30, 17

-16.56K

Commonwealth Equity Services, Inc

273.85K

Jun 30, 17

+7.17K

2.13%

Virtu KCG Holdings LLC

18.70K

Jun 30, 17

-15.05K

0.15%

Ranger International Management, LP

1.68K

Jun 30, 17

0.01%

Integrated Wealth Management

5.94K

Mar 31, 17

0.05%

MSI Financial Services Inc

33.15K

Dec 31, 16

-2.77K

0.26%

Trutina Financial LLC

31.40K

Dec 31, 16

-1.24K

0.24%

SOCIETE GENERALE

29.88K

Jun 30, 16

+29.88K

0.23%

Carnick & Kubik, LLC

2.10K

Mar 31, 16

+2.10K

0.02%

SIMMONS FIRST TRUST CO NA

8.49K

Dec 31, 15

-1.90K

0.07%

Fusion Investment Group, LLC

Dec 31, 15

-5.29K

MANAGED ACCOUNT ADVISORS LLC

3.03K

Jun 30, 15

+1.84K

0.02%

Gary Goldberg Planning Services Inc

660

Dec 31, 14

0.01%

NEW ENGLAND SECURITIES CORP /MA/

500

Dec 31, 14

0.00%

UBS AG

227.50K

Sep 30, 14

+19.05K

1.77%

COMMUNITY BANK SYSTEM, INC.

16.22K

Sep 30, 14

+725

0.13%

KMS FINANCIAL SERVICES, INC

7.94K

Jun 30, 14

-17.08K

0.06%

TOWER TRUST Co

29.45K

Mar 31, 14

-642

0.23%

Jane Street Holding, LLC

4.31K

Dec 31, 13

+4.31K

0.03%

STIFEL NICOLAUS & CO INC \MO\

51.10K

Sep 30, 13

+7.77K

0.40%

First Allied Securities, Inc.

2.81K

Jun 30, 12

-2.93K

0.02%