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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4.85K | Sep 30, 26 | -340 | 0.04% |
| Planning Strategies Inc. | 7 | Sep 30, 26 | -- | 0.00% |
| Savant Capital, LLC | 1.48M | Jun 30, 26 | +723.85K | 12.37% |
| RAYMOND JAMES FINANCIAL INC | 580.92K | Jun 30, 26 | +472.96K | 4.87% |
| BIP Wealth, LLC | 265.20K | Jun 30, 26 | +5.68K | 2.22% |
| BANK OF AMERICA CORP /DE/ | 255.73K | Jun 30, 26 | -2.18K | 2.14% |
| LRI Investments, LLC | 193.13K | Jun 30, 26 | -243 | 1.62% |
| MORGAN STANLEY | 154.47K | Jun 30, 26 | -2.26K | 1.30% |
| HighTower Advisors, LLC | 110.17K | Jun 30, 26 | -4.36K | 0.92% |
| ADVISOR GROUP HOLDINGS, INC. | 99.97K | Jun 30, 26 | +8.27K | 0.84% |
| MAI Capital Management | 96.39K | Jun 30, 26 | -1.47K | 0.81% |
| Atomi Financial Group, Inc. | 90.80K | Jun 30, 26 | +7.65K | 0.76% |
| FLOW TRADERS U.S. LLC | 84.33K | Jun 30, 26 | +13.67K | 0.71% |
| WELLS FARGO & COMPANY/MN | 82.85K | Jun 30, 26 | +544 | 0.69% |
| Evanson Financial, LLC | 81.71K | Jun 30, 26 | +81.71K | 0.69% |
| Great Point Wealth Advisors, LLC | 67.32K | Jun 30, 26 | -2.37K | 0.56% |
| Csenge Advisory Group | 66.40K | Jun 30, 26 | -7.33K | 0.56% |
| WESCAP Management Group, Inc. | 61.07K | Jun 30, 26 | +678 | 0.51% |
| BANK OF MONTREAL /CAN/ | 58.78K | Jun 30, 26 | -1.72K | 0.49% |
| Elwood & Goetz Wealth Advisory Group, LLC | 56.88K | Jun 30, 26 | +364 | 0.48% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 56.45K | Jun 30, 26 | +208 | 0.47% |
| CI Private Wealth, LLC | 54.35K | Jun 30, 26 | -3.38K | 0.46% |
| UBS Group AG | 53.39K | Jun 30, 26 | -3.94K | 0.45% |
| Kestra Advisory Services, LLC | 52.29K | Jun 30, 26 | -533 | 0.44% |
| LPL Financial LLC | 50.33K | Jun 30, 26 | +412 | 0.42% |
| Waterfront Wealth Inc. | 47.52K | Jun 30, 26 | +465 | 0.40% |
| Checchi Capital Advisers, LLC | 46.96K | Jun 30, 26 | -12.30K | 0.39% |
| Grove Street Fiduciary, LLC | 43.14K | Jun 30, 26 | -127 | 0.36% |
| Creative Planning | 40.18K | Jun 30, 26 | -183 | 0.34% |
| ROYAL BANK OF CANADA | 38.40K | Jun 30, 26 | +1.71K | 0.32% |
| FAMILY WEALTH PARTNERS, LLC | 35.38K | Jun 30, 26 | -209 | 0.30% |
| Janney Montgomery Scott LLC | 32.97K | Jun 30, 26 | +945 | 0.28% |
| Wealth Architects, LLC | 32.03K | Jun 30, 26 | -252 | 0.27% |
| HARBOUR INVESTMENTS, INC. | 31.84K | Jun 30, 26 | +680 | 0.27% |
| Rockefeller Capital Management L.P. | 29.86K | Jun 30, 26 | -1.39K | 0.25% |
| TOWLE & CO | 27.95K | Jun 30, 26 | +10.50K | 0.23% |
| SMITH, MOORE & CO. | 27.93K | Jun 30, 26 | -- | 0.23% |
| Impact Capital Partners LLC | 25.62K | Jun 30, 26 | +1.54K | 0.21% |
| Marathon Strategic Advisors, LLC | 25.39K | Jun 30, 26 | +170 | 0.21% |
| Atria Investments, Inc | 25.25K | Jun 30, 26 | +615 | 0.21% |
| Mariner, LLC | 24.25K | Jun 30, 26 | -38 | 0.20% |
| GHP Investment Advisors, Inc. | 23.55K | Jun 30, 26 | +162 | 0.20% |
| ENVESTNET ASSET MANAGEMENT INC | 22.88K | Jun 30, 26 | -204 | 0.19% |
| JONES FINANCIAL COMPANIES LLLP | 22.05K | Jun 30, 26 | +483 | 0.18% |
| Allworth Financial LP | 21.50K | Jun 30, 26 | -4.25K | 0.18% |
| RITHOLTZ WEALTH MANAGEMENT | 20.14K | Jun 30, 26 | -228 | 0.17% |
| Cetera Investment Advisers | 19.43K | Jun 30, 26 | -280 | 0.16% |
| McLean Asset Management Corp | 18.55K | Jun 30, 26 | -627 | 0.16% |
| Buckingham Strategic Partners | 18.52K | Jun 30, 26 | -18.60K | 0.16% |
| Larson Financial Group LLC | 17.62K | Jun 30, 26 | -1.42K | 0.15% |
| Wealth Care LLC | 17.26K | Jun 30, 26 | +124 | 0.14% |
| Waverly Advisors, LLC | 17.20K | Jun 30, 26 | -1.25K | 0.14% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 17.18K | Jun 30, 26 | -785 | 0.14% |
| CITIGROUP INC | 15.99K | Jun 30, 26 | +727 | 0.13% |
| Sharper & Granite LLC | 14.49K | Jun 30, 26 | -1.35K | 0.12% |
| Beaird Harris Wealth Management, LLC | 14.45K | Jun 30, 26 | -160 | 0.12% |
| Betterment LLC | 14.39K | Jun 30, 26 | -96 | 0.12% |
| Capital Analysts, LLC | 14.17K | Jun 30, 26 | +50 | 0.12% |
| CoreCap Advisors, LLC | 13.28K | Jun 30, 26 | -37 | 0.11% |
| Equitable Holdings, Inc. | 12.45K | Jun 30, 26 | +280 | 0.10% |
| Tortoise Investment Management, LLC | 11.95K | Jun 30, 26 | -630 | 0.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | 11.48K | Jun 30, 26 | -1.13K | 0.10% |
| Stonebridge Wealth Management, LLC | 10.64K | Jun 30, 26 | -- | 0.09% |
| Bruce G. Allen Investments, LLC | 10.58K | Jun 30, 26 | -2.16K | 0.09% |
| Robinswood Financial LLC | 10.23K | Jun 30, 26 | +18 | 0.09% |
| CITADEL ADVISORS LLC | 10.09K | Jun 30, 26 | +7.32K | 0.08% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 9.99K | Jun 30, 26 | -213 | 0.08% |
| Discipline Wealth Solutions, LLC | 9.66K | Jun 30, 26 | -153 | 0.08% |
| Farther Finance Advisors, LLC | 9.66K | Jun 30, 26 | -2.64K | 0.08% |
| Spire Wealth Management | 9.60K | Jun 30, 26 | -80 | 0.08% |
| Windward Private Wealth Management Inc. | 8.48K | Jun 30, 26 | -1.10K | 0.07% |
| Longview Financial Advisors LLC | 8.42K | Jun 30, 26 | -357 | 0.07% |
| Baird Financial Group, Inc. | 8.40K | Jun 30, 26 | -- | 0.07% |
| Addison Advisors LLC | 7.71K | Jun 30, 26 | -9.09K | 0.06% |
| Sequoia Financial Advisors, LLC | 7.67K | Jun 30, 26 | -442 | 0.06% |
| FIFTH THIRD BANCORP | 7.63K | Jun 30, 26 | -11 | 0.06% |
| Sound Stewardship, LLC | 7.38K | Jun 30, 26 | +6 | 0.06% |
| STIFEL FINANCIAL CORP | 7.16K | Jun 30, 26 | +512 | 0.06% |
| Lester Murray Antman dba SimplyRich | 7.11K | Jun 30, 26 | -786 | 0.06% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7.10K | Jun 30, 26 | +153 | 0.06% |
| Bank of New York Mellon Corp | 6.65K | Jun 30, 26 | +376 | 0.06% |
| Envision Financial LLC | 6.57K | Jun 30, 26 | -1.03K | 0.06% |
| BCS Wealth Management | 6.50K | Jun 30, 26 | -- | 0.05% |
| RFG Advisory, LLC | 6.49K | Jun 30, 26 | -4.89K | 0.05% |
| Tillman Hartley LLC | 6.46K | Jun 30, 26 | -24 | 0.05% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 6.42K | Jun 30, 26 | -837 | 0.05% |
| JFS WEALTH ADVISORS, LLC | 6.40K | Jun 30, 26 | -318 | 0.05% |
| Tandem Investment Partners LLC | 6.03K | Jun 30, 26 | -1.65K | 0.05% |
| MATHER GROUP, LLC. | 5.77K | Jun 30, 26 | -- | 0.05% |
| Apella Capital, LLC | 5.71K | Jun 30, 26 | -175 | 0.05% |
| Cerity Partners LLC | 5.62K | Jun 30, 26 | -2.55K | 0.05% |
| IHT Wealth Management, LLC | 5.58K | Jun 30, 26 | -975 | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 5.45K | Jun 30, 26 | -808 | 0.05% |
| Williams & Novak, LLC | 5.35K | Jun 30, 26 | -- | 0.04% |
| Eqis Capital Management, Inc. | 5.31K | Jun 30, 26 | -58 | 0.04% |
| FMR LLC | 5.30K | Jun 30, 26 | +126 | 0.04% |
| Joel Isaacson & Co., LLC | 5.29K | Jun 30, 26 | -- | 0.04% |
| JANE STREET GROUP, LLC | 5.20K | Jun 30, 26 | -26.10K | 0.04% |
| AQR CAPITAL MANAGEMENT LLC | 5.19K | Jun 30, 26 | -210 | 0.04% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 5.19K | Jun 30, 26 | -- | 0.04% |
| Advisory Services Network, LLC | 5.18K | Jun 30, 26 | -- | 0.04% |
| Hardin Capital Partners, LLC | 5.16K | Jun 30, 26 | +21 | 0.04% |
| Sanctuary Advisors, LLC | 5.12K | Jun 30, 26 | -1.16K | 0.04% |
| CAHILL FINANCIAL ADVISORS INC | 5.05K | Jun 30, 26 | +41 | 0.04% |
| Viewpoint Capital Management LLC | 4.92K | Jun 30, 26 | -1.30K | 0.04% |
| Camelot Portfolios, LLC | 4.69K | Jun 30, 26 | -52 | 0.04% |
| Wealthspire Advisors, LLC | 4.66K | Jun 30, 26 | +621 | 0.04% |
| Private Advisor Group, LLC | 4.58K | Jun 30, 26 | +249 | 0.04% |
| Tradition Wealth Management, LLC | 4.41K | Jun 30, 26 | -- | 0.04% |
| Montis Financial, LLC | 4.36K | Jun 30, 26 | +61 | 0.04% |
| JPMORGAN CHASE & CO | 4.11K | Jun 30, 26 | +313 | 0.03% |
| McAdam, LLC | 3.89K | Jun 30, 26 | +55 | 0.03% |
| AMERIPRISE FINANCIAL INC | 3.81K | Jun 30, 26 | +16 | 0.03% |
| Alpha Omega Wealth Management LLC | 3.75K | Jun 30, 26 | -3 | 0.03% |
| Quadrant Private Wealth Management, LLC | 3.73K | Jun 30, 26 | -522 | 0.03% |
| NewEdge Advisors, LLC | 3.69K | Jun 30, 26 | +3.69K | 0.03% |
| Modera Wealth Management, LLC | 3.60K | Jun 30, 26 | -1.07K | 0.03% |
| WORLD EQUITY GROUP, INC. | 3.51K | Jun 30, 26 | +75 | 0.03% |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 3.43K | Jun 30, 26 | -- | 0.03% |
| One Capital Management, LLC | 3.42K | Jun 30, 26 | -- | 0.03% |
| IFP Advisors, Inc | 3.40K | Jun 30, 26 | +1.20K | 0.03% |
| VESTIA PERSONAL WEALTH ADVISORS | 3.37K | Jun 30, 26 | +40 | 0.03% |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | 3.36K | Jun 30, 26 | -- | 0.03% |
| Global Retirement Partners, LLC | 3.30K | Jun 30, 26 | +3.30K | 0.03% |
| BLAIR WILLIAM & CO/IL | 3.25K | Jun 30, 26 | +3 | 0.03% |
| HOWARD BAILEY SECURITIES, LLC | 3.24K | Jun 30, 26 | -557 | 0.03% |
| Insight Advisors, LLC/ PA | 3.21K | Jun 30, 26 | -594 | 0.03% |
| Clearstead Advisors, LLC | 3.19K | Jun 30, 26 | +2 | 0.03% |
| Invesco Ltd. | 3.17K | Jun 30, 26 | -227 | 0.03% |
| IAG Wealth Partners, LLC | 3.13K | Jun 30, 26 | -10 | 0.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.02K | Jun 30, 26 | -522 | 0.03% |
| Independent Advisor Alliance | 3.00K | Jun 30, 26 | -127 | 0.03% |
| Telos Capital Management, Inc. | 2.92K | Jun 30, 26 | -- | 0.02% |
| KEYBANK NATIONAL ASSOCIATION/OH | 2.87K | Jun 30, 26 | -- | 0.02% |
| NOVEM GROUP | 2.80K | Jun 30, 26 | +2.80K | 0.02% |
| Berger Financial Group, Inc | 2.79K | Jun 30, 26 | +3 | 0.02% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 2.77K | Jun 30, 26 | -- | 0.02% |
| Financial Harvest, LLC | 2.74K | Jun 30, 26 | -- | 0.02% |
| Cherry Tree Wealth Management, LLC | 2.74K | Jun 30, 26 | -- | 0.02% |
| Clearwater Capital Advisors, LLC | 2.60K | Jun 30, 26 | -- | 0.02% |
| BEACON FINANCIAL GROUP | 2.55K | Jun 30, 26 | -147 | 0.02% |
| Frazier Financial Advisors, LLC | 2.51K | Jun 30, 26 | -- | 0.02% |
| Zhang Financial LLC | 2.49K | Jun 30, 26 | -- | 0.02% |
| GREAT VALLEY ADVISOR GROUP, INC. | 2.46K | Jun 30, 26 | +2.46K | 0.02% |
| TopTier Wealth Management, LLC | 2.41K | Jun 30, 26 | +14 | 0.02% |
| SCOTIA CAPITAL INC. | 2.39K | Jun 30, 26 | -216 | 0.02% |
| Ronald Blue Trust, Inc. | 2.06K | Jun 30, 26 | -- | 0.02% |
| Cassaday & Co Wealth Management LLC | 2.02K | Jun 30, 26 | -- | 0.02% |
| Integrated Wealth Concepts LLC | 1.96K | Jun 30, 26 | +1.96K | 0.02% |
| Fairman Group, LLC | 1.85K | Jun 30, 26 | +31 | 0.02% |
| AE Wealth Management LLC | 1.85K | Jun 30, 26 | -1.97K | 0.02% |
| Morton Brown Family Wealth, LLC | 1.82K | Jun 30, 26 | -- | 0.02% |
| EVOLUTION WEALTH MANAGEMENT INC. | 1.81K | Jun 30, 26 | +15 | 0.02% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.79K | Jun 30, 26 | +261 | 0.02% |
| SRS Capital Advisors, Inc. | 1.70K | Jun 30, 26 | -114 | 0.01% |
| Front Row Advisors LLC | 1.66K | Jun 30, 26 | -- | 0.01% |
| BlackRock, Inc. | 1.53K | Jun 30, 26 | -- | 0.01% |
| HOLLENCREST CAPITAL MANAGEMENT | 1.45K | Jun 30, 26 | -- | 0.01% |
| FIDUCIARY FINANCIAL ADVISORS | 1.43K | Jun 30, 26 | +1.43K | 0.01% |
| Aptus Capital Advisors, LLC | 1.20K | Jun 30, 26 | +220 | 0.01% |
| UBS ASSET MANAGEMENT AMERICAS INC | 1.20K | Jun 30, 26 | -68 | 0.01% |
| Tacita Capital Inc | 1.10K | Jun 30, 26 | -- | 0.01% |
| FIRST HORIZON CORP | 891 | Jun 30, 26 | -- | 0.01% |
| Vanguard National Trust Co | 854 | Jun 30, 26 | -- | 0.01% |
| Medallion Wealth Advisors, LLC | 835 | Jun 30, 26 | +5 | 0.01% |
| Parallel Advisors, LLC | 748 | Jun 30, 26 | -- | 0.01% |
| Operose Advisors LLC | 662 | Jun 30, 26 | -- | 0.01% |
| Princeton Global Asset Management LLC | 636 | Jun 30, 26 | -- | 0.01% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 560 | Jun 30, 26 | +560 | 0.00% |
| Capital Advisors, Ltd. LLC | 552 | Jun 30, 26 | -- | 0.00% |
| Colonial Trust Co / SC | 525 | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 503 | Jun 30, 26 | +443 | 0.00% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 500 | Jun 30, 26 | -- | 0.00% |
| Atlantic Union Bankshares Corp | 495 | Jun 30, 26 | -- | 0.00% |
| Ameritas Advisory Services, LLC | 473 | Jun 30, 26 | +473 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 462 | Jun 30, 26 | +251 | 0.00% |
| GAMMA Investing LLC | 460 | Jun 30, 26 | -- | 0.00% |
| 3 FACTOR INDEXING, LLC | 448 | Jun 30, 26 | -- | 0.00% |
| Key FInancial Inc | 400 | Jun 30, 26 | -- | 0.00% |
| US BANCORP \DE\ | 300 | Jun 30, 26 | -- | 0.00% |
| Capital Investment Advisory Services, LLC | 286 | Jun 30, 26 | +213 | 0.00% |
| Osbon Capital Management LLC | 284 | Jun 30, 26 | -- | 0.00% |
| Ritter Daniher Financial Advisory LLC / DE | 268 | Jun 30, 26 | +5 | 0.00% |
| TUCKER ASSET MANAGEMENT LLC | 254 | Jun 30, 26 | +254 | 0.00% |
| Triumph Capital Management | 252 | Jun 30, 26 | -- | 0.00% |
| Crewe Advisors LLC | 245 | Jun 30, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | 204 | Jun 30, 26 | +3 | 0.00% |
| NBC SECURITIES, INC. | 203 | Jun 30, 26 | -- | 0.00% |
| IFG Advisory, LLC | 200 | Jun 30, 26 | +200 | 0.00% |
| VANGUARD ADVISERS INC | 176 | Jun 30, 26 | +104 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 175 | Jun 30, 26 | -- | 0.00% |
| Pinnacle Bancorp, Inc. | 170 | Jun 30, 26 | -- | 0.00% |
| Newbridge Financial Services Group, Inc. | 162 | Jun 30, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 120 | Jun 30, 26 | -- | 0.00% |
| Institute for Wealth Management, LLC. | 108 | Jun 30, 26 | +108 | 0.00% |
| ASSETMARK, INC | 106 | Jun 30, 26 | -- | 0.00% |
| Ashton Thomas Private Wealth, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| Asset Dedication, LLC | 93 | Jun 30, 26 | -- | 0.00% |
| PINNEY & SCOFIELD, INC. | 86 | Jun 30, 26 | -- | 0.00% |
| Founders Financial Alliance, LLC | 86 | Jun 30, 26 | -- | 0.00% |
| EPG Wealth Management LLC | 57 | Jun 30, 26 | +57 | 0.00% |
| REAP Financial Group, LLC | 44 | Jun 30, 26 | -- | 0.00% |
| Fortitude Family Office, LLC | 43 | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 36 | Jun 30, 26 | -70 | 0.00% |
| SIMS INVESTMENT MANAGEMENT, LLC | 35 | Jun 30, 26 | +35 | 0.00% |
| HOWE & RUSLING INC | 14 | Jun 30, 26 | -- | 0.00% |
| SHP Wealth Management | 12 | Jun 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 5 | Jun 30, 26 | -- | 0.00% |
| Neumann Capital Management, LLC | -- | Jun 30, 26 | -66.22K | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -2.49K | -- |
| Crews Bank & Trust | -- | Jun 30, 26 | -1.22K | -- |
| POM Investment Strategies, LLC | -- | Jun 30, 26 | -53 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -50 | -- |
| CIBC Bancorp USA Inc. | -- | Jun 30, 26 | -2.49K | -- |
| Wright Fund Management, LLC | -- | Jun 30, 26 | -35.59K | -- |
| Virtu Financial LLC | -- | Jun 30, 26 | -3.29K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -98 | -- |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -1.08K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -292 | -- |
| Evanson Asset Management, LLC | 81.89K | Mar 31, 26 | -1.72K | 0.69% |
| CWM, LLC | 3.28K | Mar 31, 26 | -- | 0.03% |
| COMERICA BANK | 3.89K | Dec 31, 25 | -535 | 0.03% |
| CIBC Private Wealth Group, LLC | 2.49K | Dec 31, 25 | -- | 0.02% |
| REDMONT WEALTH ADVISORS LLC | 42 | Dec 31, 25 | -- | 0.00% |
| Total Wealth Planning, LLC | -- | Dec 31, 25 | -3.28K | -- |
| Kathleen S. Wright Associates Inc. | 29.26K | Sep 30, 25 | +73 | 0.25% |
| Bristlecone Advisors, LLC | 23.90K | Sep 30, 25 | +2.02K | 0.20% |
| AllSquare Wealth Management LLC | 7.20K | Sep 30, 25 | -85 | 0.06% |
| Congress Wealth Management LLC / DE / | 110.97K | Jun 30, 25 | +418 | 0.93% |
| PrairieView Partners, LLC | 59.53K | Jun 30, 25 | +6.96K | 0.50% |
| AVANTAX ADVISORY SERVICES, INC. | 9.40K | Jun 30, 25 | -547 | 0.08% |
| Carlson Capital Management | 8.82K | Dec 31, 24 | -12 | 0.07% |
| SignalPoint Asset Management, LLC | 6.04K | Dec 31, 24 | -841 | 0.05% |
| Compass Investment Advisers LLC | 3.34K | Dec 31, 24 | +3.34K | 0.03% |
| Merriman Wealth Management, LLC | -- | Dec 31, 24 | -89.28K | -- |
| RAYMOND JAMES & ASSOCIATES | 178.08K | Sep 30, 24 | -7.74K | 1.49% |
| FinTrust Capital Advisors, LLC | 675 | Sep 30, 24 | -- | 0.01% |
| Carmichael Hill & Associates, Inc. | 599 | Sep 30, 24 | +5 | 0.01% |
| Raymond James Financial Services Advisors, Inc. | -- | Sep 30, 24 | -3.64K | -- |
| Private Ocean, LLC | 3.98K | Jun 30, 24 | +14 | 0.03% |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 109 | Jun 30, 24 | -- | 0.00% |
| BlackRock Inc. | 1 | Jun 30, 24 | +1 | 0.00% |
| KLR INVESTMENT ADVISORS, LLC | 27.59K | Mar 31, 24 | +1.63K | 0.23% |
| Cetera Advisor Networks LLC | 8.07K | Mar 31, 24 | +903 | 0.07% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 3.19K | Mar 31, 24 | -143 | 0.03% |
| StrategIQ Financial Group, LLC | 26.08K | Dec 31, 23 | -353 | 0.22% |
| Simplicity Solutions, LLC | 5.27K | Dec 31, 23 | +5.27K | 0.04% |
| 3D/L Capital Management, LLC | 240.79K | Sep 30, 23 | -9.23K | 2.02% |
| Truadvice, LLC | 24.40K | Sep 30, 23 | +15.07K | 0.20% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 4.74K | Sep 30, 23 | -1.67K | 0.04% |
| BDO Wealth Advisors, LLC | 212 | Jun 30, 23 | +4 | 0.00% |
| Barber Financial Group, Inc. | 3.37K | Mar 31, 23 | +3.37K | 0.03% |
| Ahrens Investment Partners LLC | 1.99K | Mar 31, 23 | +1.99K | 0.02% |
| WIPFLI FINANCIAL ADVISORS LLC, | 38.02K | Sep 30, 22 | +19.07K | 0.32% |
| CPWM, LLC | 20.59K | Sep 30, 22 | +88 | 0.17% |
| 55I, LLC | 5.00K | Sep 30, 22 | +1.53K | 0.04% |
| DOWLING & YAHNKE LLC | 4.50K | Sep 30, 22 | -- | 0.04% |
| American Portfolios Advisors | 2.32K | Sep 30, 22 | -186 | 0.02% |
| American Research & Management Co. | 1.00K | Sep 30, 22 | -- | 0.01% |
| Danda Trouve Investment Management, Inc. | 500 | Sep 30, 22 | +500 | 0.00% |
| ACG Wealth | -- | Sep 30, 22 | -114 | -- |
| EATON VANCE MANAGEMENT | -- | Sep 30, 22 | -4.00K | -- |
| Cordasco Financial Network | 66 | Jun 30, 22 | -- | 0.00% |
| Fieldpoint Private Securities, LLC | 11 | Jun 30, 22 | -375 | 0.00% |
| EXANE DERIVATIVES | -- | Jun 30, 22 | -7 | -- |
| JD Financial Services Inc. | 80.33K | Dec 31, 21 | +17.32K | 0.67% |
| Asset Planning Services, Ltd. | 23.12K | Dec 31, 21 | -2.61K | 0.19% |
| NEXT Financial Group, Inc | 375 | Dec 31, 21 | +31 | 0.00% |
| BINGHAM OSBORN & SCARBOROUGH LLC | 5.54K | Sep 30, 21 | -- | 0.05% |
| Legacy Wealth Partners, Inc. | 13.75K | Jun 30, 21 | +220 | 0.12% |
| Paracle Advisors, LLC | 3.65K | Mar 31, 21 | -- | 0.03% |
| Winslow, Evans & Crocker, Inc. | 425 | Dec 31, 20 | +425 | 0.00% |
| 3D ASSET MANAGEMENT, INC | 320.31K | Sep 30, 20 | -26.94K | 2.69% |
| QUANTUM CAPITAL MANAGEMENT | 7.30K | Sep 30, 20 | +1.83K | 0.06% |
| Lucia Wealth Services, LLC | 3.10K | Sep 30, 20 | +3.10K | 0.03% |
| Wealthspire Advisors, L.P. | -- | Sep 30, 20 | -8.69K | -- |
| TRUEWEALTH LLC | 6.17K | Jun 30, 20 | -21 | 0.05% |
| IBERIABANK CORP | 5.94K | Jun 30, 20 | -- | 0.05% |
| Private Vista, LLC | -- | Jun 30, 20 | -5.95K | -- |
| Stratford Consulting, LLC | 31.03K | Mar 31, 20 | -1.70K | 0.26% |
| Huber Financial Advisors, LLC | 18.15K | Mar 31, 20 | +18.15K | 0.15% |
| Advisor Group, Inc. | 40.95K | Dec 31, 19 | -7.70K | 0.34% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 40.23K | Dec 31, 19 | -2.83K | 0.34% |
| CAPITAL ONE, NATIONAL ASSOCIATION | 12.65K | Dec 31, 19 | +12.65K | 0.11% |
| Whitnell & Co. | 590 | Dec 31, 19 | -- | 0.00% |
| Capital One Investing, Inc. | 13.41K | Sep 30, 19 | +13.41K | 0.11% |
| SUNTRUST BANKS INC | 3.96K | Sep 30, 19 | -250 | 0.03% |
| Live Your Vision, LLC | 10.04K | Mar 31, 19 | -9.66K | 0.08% |
| NEXT Financial Holdings | 97 | Mar 31, 19 | +97 | 0.00% |
| NORTHERN CAPITAL MANAGEMENT LLC | 33.48K | Dec 31, 18 | +21.00K | 0.28% |
| COMERICA SECURITIES INC | 7.34K | Dec 31, 18 | -171 | 0.06% |
| Mosaic Financial Partners, Inc. | 12.13K | Jun 30, 18 | -423 | 0.10% |
| FinTrust Investment Advisory Services, LLC | 2.67K | Mar 31, 18 | -- | 0.02% |
| WealthShield, LLC | 52 | Dec 31, 17 | +52 | 0.00% |
| INVESTMENT CENTERS OF AMERICA INC | -- | Dec 31, 17 | -9.36K | -- |
| Commonwealth Equity Services, Inc | 83.50K | Jun 30, 17 | +9.22K | 0.70% |
| Geneva Advisors, LLC | 3.56K | Jun 30, 17 | -- | 0.03% |
| WFG Advisors, LP | 350 | Jun 30, 17 | -- | 0.00% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -4.96K | -- |
| CT Financial Advisors LLC | 106 | Mar 31, 17 | -- | 0.00% |
| MSI Financial Services Inc | 14.98K | Dec 31, 16 | +97 | 0.13% |
| HHG & Company, LLC | 22.04K | Mar 31, 16 | -- | 0.18% |
| Gupta Wealth Management LLC | 3.40K | Mar 31, 16 | -800 | 0.03% |
| Pinnacle Summer Investments, Inc. | 82 | Dec 31, 15 | +82 | 0.00% |
| J.P. Turner & Co Capital Mnagement, LLC | 12.25K | Sep 30, 15 | +12.25K | 0.10% |
| MANAGED ACCOUNT ADVISORS LLC | -- | Jun 30, 15 | -109 | -- |
| BAIRD ROBERT W & CO INC /WI/ | 17.83K | Mar 31, 15 | +2.05K | 0.15% |
| Placemark Investments, Inc. | 115.57K | Dec 31, 14 | +8.53K | 0.97% |
| NEW ENGLAND SECURITIES CORP /MA/ | 25 | Dec 31, 14 | -- | 0.00% |
| UBS AG | 152.62K | Sep 30, 14 | +60.89K | 1.28% |
| Jane Street Holding, LLC | 78.93K | Dec 31, 13 | -24.72K | 0.66% |
| STIFEL NICOLAUS & CO INC \MO\ | 7.01K | Sep 30, 13 | +2.99K | 0.06% |
| KNIGHT CAPITAL GROUP LLC | -- | Jun 30, 13 | -14.66K | -- |
| JAM Partners, LP | 1.93K | Dec 31, 12 | +1.93K | 0.02% |
| First Allied Securities, Inc. | 800 | Jun 30, 12 | -98 | 0.01% |
| RBC Phillips, Hager & North Investment Counsel Inc. | 500 | Sep 30, 09 | -- | 0.00% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data