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Institutional Ownership

Top 330 Institutional Holders
HolderSharesDateChange% Held
Apella Capital, LLC72.29KSep 30, 26-3.37K0.50%
Farther Finance Advisors, LLC17.44KSep 30, 26+1.19K0.12%
SigFig Wealth Management, LLC12.08KSep 30, 26+2090.08%
Pathway Financial Advisors LLC6.59KSep 30, 26--0.05%
Central Pacific Bank - Trust Division6.03KSep 30, 26+1790.04%
CoreCap Advisors, LLC4.23KSep 30, 26-110.03%
COLTON GROOME FINANCIAL ADVISORS, LLC2.48KSep 30, 26--0.02%
Acropolis Investment Management, LLC1.35KSep 30, 26-850.01%
Noble Wealth Management PBC166Sep 30, 26--0.00%
Northwest & Ethical Investments L.P.3.41MJun 30, 26+3.41M23.66%
ENVESTNET ASSET MANAGEMENT INC1.12MJun 30, 26+10.22K7.75%
IMA Wealth, Inc.822.26KJun 30, 26+85.62K5.71%
BlackRock, Inc.774.64KJun 30, 26-66.34K5.38%
LPL Financial LLC416.77KJun 30, 26+57.30K2.89%
SEI INVESTMENTS CO389.78KJun 30, 26+15.80K2.70%
SBE LLC DBA CEDAR COVE WEALTH PARTNERS245.70KJun 30, 26+8.37K1.71%
Envestnet Portfolio Solutions, Inc.214.57KJun 30, 26+2.32K1.49%
JPMORGAN CHASE & CO211.76KJun 30, 26+1.08K1.47%
Allworth Financial LP179.92KJun 30, 26+1.88K1.25%
Adviser Investments LLC152.27KJun 30, 26+3.07K1.06%
SUSQUEHANNA INTERNATIONAL GROUP, LLP125.36KJun 30, 26-16.52K0.87%
Cetera Investment Advisers113.05KJun 30, 26+1.95K0.78%
BAILARD, INC.108.03KJun 30, 26+3.85K0.75%
Values Added Financial LLC107.95KJun 30, 26+1.43K0.75%
PARK AVENUE SECURITIES LLC104.61KJun 30, 26-2.72K0.73%
Accredited Investors Inc.101.69KJun 30, 26+17.06K0.71%
THRIVENT FINANCIAL FOR LUTHERANS75.42KJun 30, 26+46.93K0.52%
REGATTA CAPITAL GROUP, LLC70.36KJun 30, 26+13.17K0.49%
MML INVESTORS SERVICES, LLC69.21KJun 30, 26+13.38K0.48%
HighTower Advisors, LLC68.59KJun 30, 26+5.03K0.48%
Invera Wealth Advisors, LLC67.31KJun 30, 26+8260.47%
Balanced Rock Investment Advisor62.99KJun 30, 26+6560.44%
ROYAL BANK OF CANADA59.38KJun 30, 26+10.89K0.41%
SeedSafe Financial LLC56.70KJun 30, 26+6.04K0.39%
Modern Wealth Management, LLC54.84KJun 30, 26+7.78K0.38%
UBS Group AG53.99KJun 30, 26-960.37%
Walkner Condon Financial Advisors LLC48.44KJun 30, 26-6020.34%
TD Waterhouse Canada Inc.43.72KJun 30, 26--0.30%
SOFI WEALTH, LLC43.13KJun 30, 26+9.54K0.30%
Atlantic Private Wealth, LLC42.92KJun 30, 26-1.27K0.30%
Equita Financial Network, Inc.42.43KJun 30, 26+3.01K0.29%
FMR LLC42.39KJun 30, 26-9370.29%
Decker Retirement Planning Inc.39.44KJun 30, 26+5.18K0.27%
Janney Montgomery Scott LLC39.28KJun 30, 26+1.28K0.27%
ALBION FINANCIAL GROUP /UT38.66KJun 30, 26+1680.27%
FLOW TRADERS U.S. LLC38.31KJun 30, 26+38.31K0.27%
Beacon Pointe Advisors, LLC37.59KJun 30, 26+7.29K0.26%
ADVISOR GROUP HOLDINGS, INC.35.68KJun 30, 26+6.13K0.25%
Robertson Stephens Wealth Management, LLC35.59KJun 30, 26+2.46K0.25%
Atwater Malick LLC34.84KJun 30, 26+1.64K0.24%
Fiera Capital Corp34.31KJun 30, 26--0.24%
Westfuller Advisors, LLC32.13KJun 30, 26-2540.22%
ASSETMARK, INC30.95KJun 30, 26+1.55K0.21%
NorthRock Partners, LLC30.83KJun 30, 26+590.21%
One Wealth Advisors, LLC30.15KJun 30, 26+7450.21%
JANE STREET GROUP, LLC30.12KJun 30, 26+10.00K0.21%
Avise Financial Cooperative, Inc.28.21KJun 30, 26+21.48K0.20%
Pathstone Holdings, LLC28.05KJun 30, 26+1.91K0.19%
WELLS FARGO & COMPANY/MN26.96KJun 30, 26+3.08K0.19%
Integrated Wealth Concepts LLC26.09KJun 30, 26+7210.18%
Arjuna Capital24.26KJun 30, 26-6.82K0.17%
Resources Investment Advisors, LLC.23.47KJun 30, 26+320.16%
Cambridge Investment Research Advisors, Inc.23.29KJun 30, 26+2.10K0.16%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO23.00KJun 30, 26+8760.16%
BANK OF AMERICA CORP /DE/22.62KJun 30, 26+6470.16%
COMMONWEALTH EQUITY SERVICES, LLC22.17KJun 30, 26+9430.15%
GeoWealth Management, LLC22.06KJun 30, 26+3.82K0.15%
BROWN ADVISORY INC22.05KJun 30, 26+18.05K0.15%
EP Wealth Advisors, LLC21.86KJun 30, 26+21.86K0.15%
Archer Investment Management, LLC21.61KJun 30, 26-1.92K0.15%
GOULD ASSET MANAGEMENT LLC /CA/20.67KJun 30, 26--0.14%
Sanctuary Advisors, LLC20.20KJun 30, 26+1.68K0.14%
WARNER FINANCIAL, INC20.03KJun 30, 26+1.45K0.14%
Shotwell Rutter Baer Inc19.64KJun 30, 26-230.14%
TWIN FOCUS CAPITAL PARTNERS, LLC19.08KJun 30, 26+19.08K0.13%
Creative Planning18.93KJun 30, 26+2.31K0.13%
FIGURE 8 INVESTMENT STRATEGIES LLC18.84KJun 30, 26+1.93K0.13%
First Pacific Financial18.82KJun 30, 26-4710.13%
Merit Financial Group, LLC18.21KJun 30, 26+1.72K0.13%
Plancorp, LLC18.06KJun 30, 26-1050.13%
Fairlight Advisors18.02KJun 30, 26+18.02K0.13%
GOLDMAN SACHS GROUP INC17.67KJun 30, 26-37.81K0.12%
Revolve Wealth Partners, LLC17.65KJun 30, 26-4830.12%
Perigon Wealth Management, LLC16.96KJun 30, 26+1.89K0.12%
Cornerstone Financial Management LLC16.90KJun 30, 26+9600.12%
Urban Financial Advisory Corp16.43KJun 30, 26+5.83K0.11%
Horst & Graben Wealth Management LLC16.11KJun 30, 26+3200.11%
Lido Advisors, LLC15.48KJun 30, 26-5940.11%
Stratos Wealth Partners, LTD.15.38KJun 30, 26+1.72K0.11%
Equitable Holdings, Inc.15.00KJun 30, 26+2100.10%
Bank of New York Mellon Corp14.66KJun 30, 26-4790.10%
UNITED CAPITAL FINANCIAL ADVISERS, LLC14.33KJun 30, 26-1.54K0.10%
NewEdge Advisors, LLC14.21KJun 30, 26+3.72K0.10%
FRANKLIN RESOURCES INC13.94KJun 30, 26--0.10%
Sharkey, Howes & Javer13.91KJun 30, 26-7040.10%
VERITY Wealth Advisors13.43KJun 30, 26+920.09%
SUMMIT WEALTH GROUP LLC / CO13.39KJun 30, 26-770.09%
Ally Invest Advisors Inc.13.37KJun 30, 26+8630.09%
LAZARD ASSET MANAGEMENT LLC13.21KJun 30, 26--0.09%
Moors & Cabot, Inc.13.03KJun 30, 26+1890.09%
RAYMOND JAMES FINANCIAL INC12.99KJun 30, 26+1320.09%
Brinker Capital Investments, LLC12.95KJun 30, 26+1.30K0.09%
Steward Partners Investment Advisory, LLC12.65KJun 30, 26+1.07K0.09%
Diversified Trust Co12.28KJun 30, 26--0.09%
Davis Wealth Advisors, LLC11.33KJun 30, 26+1.75K0.08%
Private Advisor Group, LLC10.95KJun 30, 26+4.56K0.08%
Magnus Financial Group LLC10.65KJun 30, 26+1280.07%
MGO ONE SEVEN LLC9.99KJun 30, 26-510.07%
Vise Technologies, Inc.9.68KJun 30, 26+9.68K0.07%
MORGAN STANLEY9.52KJun 30, 26+4290.07%
MAI Capital Management9.51KJun 30, 26+1.49K0.07%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management9.15KJun 30, 26--0.06%
JMG Financial Group, Ltd.9.04KJun 30, 26-1850.06%
Cerity Partners LLC8.77KJun 30, 26-9.41K0.06%
Skyline Advisors, Inc.8.63KJun 30, 26-1.26K0.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC8.14KJun 30, 26+8.14K0.06%
Clearstead Advisors, LLC8.13KJun 30, 26-66.38K0.06%
Connecticut Wealth Management, LLC7.91KJun 30, 26+3.15K0.05%
Klaas Financial Asset Advisors, LLC7.76KJun 30, 26-660.05%
Leonard Rickey Investment Advisors P.L.L.C.7.71KJun 30, 26-5170.05%
MA Private Wealth7.65KJun 30, 26-3460.05%
Savant Capital, LLC7.64KJun 30, 26+6760.05%
Kestra Advisory Services, LLC7.18KJun 30, 26-1540.05%
Stewardship Advisors, LLC7.16KJun 30, 26+500.05%
RFG Advisory, LLC7.14KJun 30, 26-5040.05%
Golden State Wealth Management, LLC6.80KJun 30, 26+7840.05%
Pensionmark Financial Group, LLC6.39KJun 30, 26--0.04%
Ariadne Wealth Management, LP6.17KJun 30, 26+130.04%
Aptus Capital Advisors, LLC6.08KJun 30, 26+260.04%
Haverford Trust Co6.05KJun 30, 26--0.04%
SAGESPRING WEALTH PARTNERS, LLC5.92KJun 30, 26+1520.04%
Ascent Group, LLC5.87KJun 30, 26+3210.04%
Wealth Alliance5.79KJun 30, 26-1140.04%
OpenArc Corporate Advisory, LLC5.57KJun 30, 26+1950.04%
Regal Investment Advisors LLC5.47KJun 30, 26+580.04%
KESTRA PRIVATE WEALTH SERVICES, LLC5.17KJun 30, 26+6830.04%
Betterment LLC4.97KJun 30, 26-1.66K0.03%
Carnegie Capital Asset Management, LLC4.87KJun 30, 26+4.87K0.03%
MISSION WEALTH MANAGEMENT, LP4.71KJun 30, 26+4.71K0.03%
Savvy Advisors, Inc.4.61KJun 30, 26+7440.03%
Main Street Financial Solutions, LLC4.46KJun 30, 26+760.03%
ONE WEALTH CAPITAL MANAGEMENT, LLC4.29KJun 30, 26+3630.03%
National Wealth Management Group, LLC4.28KJun 30, 26-760.03%
Keystone Financial Services4.25KJun 30, 26+4080.03%
EverSource Wealth Advisors, LLC4.22KJun 30, 26+7190.03%
Brookstone Capital Management4.21KJun 30, 26-480.03%
Optas, LLC4.12KJun 30, 26-3.98K0.03%
Hoxton Planning & Management, LLC4.11KJun 30, 26+7190.03%
Miracle Mile Advisors, LLC4.08KJun 30, 26-270.03%
ZENITH SOLUTIONS, INC.4.07KJun 30, 26+4.07K0.03%
KWB Wealth4.00KJun 30, 26+4.00K0.03%
Navigation Group, LLC3.98KJun 30, 26+1450.03%
WILEY BROS.-AINTREE CAPITAL, LLC3.91KJun 30, 26+3720.03%
CITIZENS FINANCIAL GROUP INC/RI3.90KJun 30, 26+3.90K0.03%
Concurrent Investment Advisors, LLC3.88KJun 30, 26+8480.03%
FLAGSHIP HARBOR ADVISORS, LLC3.80KJun 30, 26-1720.03%
Portfolio Design Labs, LLC3.77KJun 30, 26--0.03%
WEALTHGARDEN F.S. LLC3.74KJun 30, 26-1110.03%
AGF MANAGEMENT LTD3.70KJun 30, 26-4000.03%
LifePlan Investment Advisors, Inc.3.67KJun 30, 26-2090.03%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3.63KJun 30, 26--0.03%
Human Investing LLC3.61KJun 30, 26-10.03%
Sage Financial Management Group, Inc.3.51KJun 30, 26-1.07K0.02%
LIFELONG WEALTH ADVISORS, INC.3.48KJun 30, 26+3.48K0.02%
Pine Harbor Wealth Management, LLC3.46KJun 30, 26--0.02%
SOA Wealth Advisors, LLC.3.43KJun 30, 26+50.02%
Ashton Thomas Private Wealth, LLC3.38KJun 30, 26+2.43K0.02%
Gateway Wealth Partners, LLC3.33KJun 30, 26-2.86K0.02%
RCS Financial Planning, LLC3.32KJun 30, 26-740.02%
DIVERSIFY WEALTH MANAGEMENT, LLC3.31KJun 30, 26+5700.02%
Diversify Advisory Services, LLC3.31KJun 30, 26+3.31K0.02%
THEORY FINANCIAL LLC3.31KJun 30, 26+3050.02%
OLD SECOND NATIONAL BANK OF AURORA3.28KJun 30, 26--0.02%
PFG Investments, LLC3.25KJun 30, 26-6860.02%
West Wealth Group, LLC3.22KJun 30, 26+2160.02%
SRS Capital Advisors, Inc.3.19KJun 30, 26+6910.02%
Eqis Capital Management, Inc.3.13KJun 30, 26+270.02%
Atria Investments, Inc3.07KJun 30, 26-6950.02%
Mariner, LLC3.02KJun 30, 26-6.81K0.02%
Valmark Advisers, Inc.2.99KJun 30, 26--0.02%
MLG Wealth Management DBA Pine Grove Financial Group2.98KJun 30, 26+1060.02%
Quantinno Capital Management LP2.97KJun 30, 26--0.02%
Cornerstone Planning Group LLC2.87KJun 30, 26+2710.02%
RKL Wealth Management LLC2.87KJun 30, 26+340.02%
Hills Bank & Trust Co2.86KJun 30, 26+2.86K0.02%
ALESCO ADVISORS LLC2.86KJun 30, 26--0.02%
Aufman Associates Inc2.84KJun 30, 26+210.02%
Maia Wealth LLC2.77KJun 30, 26+2.77K0.02%
ENDEAVOR PRIVATE WEALTH, INC.2.73KJun 30, 26+2.73K0.02%
AIRE ADVISORS, LLC2.70KJun 30, 26+50.02%
Capital Analysts, LLC2.66KJun 30, 26+5110.02%
JONES FINANCIAL COMPANIES LLLP2.65KJun 30, 26+5130.02%
Snowden Capital Advisors LLC2.63KJun 30, 26+2.63K0.02%
M&T BANK CORP2.60KJun 30, 26+2.60K0.02%
CreativeOne Wealth, LLC2.60KJun 30, 26-2.64K0.02%
Godfrey Financial Associates, Inc.2.57KJun 30, 26+70.02%
Sterling Investment Counsel, LLC2.55KJun 30, 26+2.55K0.02%
Biltmore Family Office, LLC2.50KJun 30, 26--0.02%
Pekin Hardy Strauss, Inc.2.44KJun 30, 26+2.44K0.02%
Keener Financial Planning LLC2.43KJun 30, 26+2.43K0.02%
Focus Financial Network, Inc.2.39KJun 30, 26+2.39K0.02%
MBE Wealth Management, LLC2.39KJun 30, 26+2.39K0.02%
Milestone Investment Advisors LLC2.33KJun 30, 26-50.02%
AE Wealth Management LLC2.32KJun 30, 26+8830.02%
Rossmore Private Capital2.22KJun 30, 26--0.02%
Gen-Wealth Partners Inc2.03KJun 30, 26+3830.01%
HARBOUR INVESTMENTS, INC.2.02KJun 30, 26+220.01%
US BANCORP \DE\2.00KJun 30, 26--0.01%
BANK OF MONTREAL /CAN/1.93KJun 30, 26+2490.01%
MERCER GLOBAL ADVISORS INC /ADV1.92KJun 30, 26+1.92K0.01%
Physician Wealth Advisors, Inc.1.78KJun 30, 26+830.01%
NBT BANK N A /NY1.65KJun 30, 26-1630.01%
PRUDENTIAL PLC1.38KJun 30, 26-7120.01%
RAELIPSKIE PARTNERSHIP1.35KJun 30, 26--0.01%
MOGY JOEL R INVESTMENT COUNSEL INC1.26KJun 30, 26--0.01%
Rockefeller Capital Management L.P.1.16KJun 30, 26+620.01%
Transamerica Financial Advisors, Inc.1.16KJun 30, 26+6000.01%
GGM Financials LLC1.11KJun 30, 26+1.11K0.01%
Armor Investment Advisors, LLC991Jun 30, 26--0.01%
CDKV HOLDINGS LLC900Jun 30, 26-5850.01%
JFS WEALTH ADVISORS, LLC883Jun 30, 26-160.01%
FIDUCIARY FINANCIAL ADVISORS881Jun 30, 26+8810.01%
Rossby Financial, LCC835Jun 30, 26+370.01%
FIFTH THIRD BANCORP827Jun 30, 26--0.01%
Hanson & Doremus Investment Management782Jun 30, 26--0.01%
Founders Financial Alliance, LLC676Jun 30, 26+6760.00%
UBS ASSET MANAGEMENT AMERICAS INC664Jun 30, 26--0.00%
EVOLUTION WEALTH MANAGEMENT INC.589Jun 30, 26+1700.00%
Medallion Wealth Advisors, LLC565Jun 30, 26-570.00%
Continuum Advisory, LLC493Jun 30, 26+4930.00%
SHP Wealth Management478Jun 30, 26--0.00%
Highland Investment Advisors LLC450Jun 30, 26+4500.00%
BIRCHBROOK, INC.416Jun 30, 26+50.00%
Atomic Invest LLC356Jun 30, 26-410.00%
PNC FINANCIAL SERVICES GROUP, INC.331Jun 30, 26-90.00%
Oakmont Advisory Group, LLC289Jun 30, 26+2890.00%
Dunhill Financial, LLC284Jun 30, 26-5470.00%
Parallel Advisors, LLC264Jun 30, 26+2530.00%
EFG International AG238Jun 30, 26--0.00%
NATIONAL BANK OF CANADA /FI/209Jun 30, 26-4700.00%
CVA Family Office, LLC197Jun 30, 26--0.00%
VANGUARD ADVISERS INC178Jun 30, 26--0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC175Jun 30, 26--0.00%
IFG Advisory, LLC172Jun 30, 26+1720.00%
Commonwealth Retirement Investments LLC168Jun 30, 26+1680.00%
First Bancorp, Inc /ME/168Jun 30, 26+1680.00%
Global Retirement Partners, LLC159Jun 30, 26+1590.00%
Timbuktu Capital Management, LLC131Jun 30, 26+1310.00%
Buck Wealth Strategies, LLC131Jun 30, 26+1310.00%
1 NORTH WEALTH SERVICES LLC130Jun 30, 26--0.00%
WealthShield Partners, LLC119Jun 30, 26+40.00%
MATHER GROUP, LLC.117Jun 30, 26+170.00%
Kilter Group LLC112Jun 30, 26+10.00%
BFSG, LLC88Jun 30, 26--0.00%
Sankala Group LLC70Jun 30, 26-140.00%
IFP Advisors, Inc69Jun 30, 26+490.00%
Morton Brown Family Wealth, LLC60Jun 30, 26--0.00%
WOLFF WIESE MAGANA LLC58Jun 30, 26--0.00%
Russell Investments Group, Ltd.51Jun 30, 26+510.00%
CREATIVE FINANCIAL DESIGNS INC /ADV50Jun 30, 26+280.00%
Federation des caisses Desjardins du Quebec35Jun 30, 26--0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC16Jun 30, 26--0.00%
Key Capital Management, INC15Jun 30, 26--0.00%
Anchor Bay Capital, Inc.15Jun 30, 26+150.00%
Smartleaf Asset Management LLC5Jun 30, 26--0.00%
TWIN PEAKS WEALTH ADVISORS, LLC--Jun 30, 26-609--
XY Planning Network, Inc.--Jun 30, 26-24.82K--
Western Wealth Management, LLC--Jun 30, 26-727--
Belpointe Asset Management LLC--Jun 30, 26-3.78K--
Advisory Services Network, LLC--Jun 30, 26-1.10K--
GTS SECURITIES LLC--Jun 30, 26-14.94K--
Fortis Capital Advisors, LLC--Jun 30, 26-3.78K--
TORONTO DOMINION BANK--Jun 30, 26-32--
Ameritas Advisory Services, LLC--Jun 30, 26-5.61K--
ZACKS INVESTMENT MANAGEMENT--Jun 30, 26-2.76K--
J. Mark Nickell & Co.--Jun 30, 26-2.77K--
Investor's Fiduciary Advisor Network, LLC--Jun 30, 26-6.88K--
MCCARTER PRIVATE WEALTH SERVICES LLC--Jun 30, 26-3.78K--
Golden State Equity Partners--Jun 30, 26-1.76K--
Raleigh Capital Management Inc.--Jun 30, 26-9--
Clarity Asset Management, Inc.--Jun 30, 26-47--
CI Private Wealth, LLC--Jun 30, 26-33.05K--
Larson Financial Group LLC--Jun 30, 26-13--
Financial Connections Group, Inc.75.28KMar 31, 26-1.89K0.52%
CWM, LLC55.67KMar 31, 26+7.11K0.39%
Opes Wealth Management LLC20.59KMar 31, 26+6200.14%
Litman Gregory Wealth Management LLC1.82KDec 31, 25+1.82K0.01%
CIBC Private Wealth Group, LLC446Dec 31, 25+4460.00%
GPS Wealth Strategies Group, LLC--Dec 31, 25-1.99K--
Financial Advisors, LLC13.39KSep 30, 25--0.09%
Copperleaf Capital, LLC--Sep 30, 25-3.93K--
Parkside Advisors LLC24.70KJun 30, 25--0.17%
DOHJ, LLC18.78KJun 30, 25-11.63K0.13%
Congress Wealth Management LLC / DE /17.52KJun 30, 25+2.16K0.12%
Elios Financial Group Inc.11.54KJun 30, 25-1.82K0.08%
AVANTAX ADVISORY SERVICES, INC.9.50KJun 30, 25+6910.07%
Parkworth Wealth Management, Inc.7.03KJun 30, 25+700.05%
First Horizon Advisors, Inc.3.77KJun 30, 25+1.08K0.03%
Atria Wealth Solutions, Inc.2.76KJun 30, 25-24.95K0.02%
OLIVER LAGORE VANVALIN INVESTMENT GROUP516Jun 30, 25+5160.00%
Capital A Wealth Management, LLC--Jun 30, 25-259--
Wade Financial Advisory, Inc20.86KMar 31, 25+4400.14%
Orion Portfolio Solutions, LLC10.04KMar 31, 25+10.04K0.07%
West Coast Financial LLC8.62KMar 31, 25--0.06%
Monterey Private Wealth, Inc.5.40KMar 31, 25--0.04%
HART & PATTERSON FINANCIAL GROUP LLC10.32KDec 31, 24+1.35K0.07%
Maiden Cove Capital, LLC3.56KDec 31, 24-7510.02%
Sugarloaf Wealth Management, LLC100Dec 31, 24-2.16K0.00%
Cassady Schiller Wealth Management, LLC--Dec 31, 24-74--
Syntrinsic LLC504.02KSep 30, 24-126.39K3.50%
Raymond James Financial Services Advisors, Inc.5.29KSep 30, 24-2340.04%
CONCENTRIC WEALTH MANAGEMENT, LLC4.04KSep 30, 24--0.03%
FinTrust Capital Advisors, LLC578Sep 30, 24-730.00%
BlackRock Inc.919.77KJun 30, 24-2.29K6.38%
TCWP LLC11.97KJun 30, 24-250.08%
BENJAMIN F. EDWARDS & COMPANY, INC.840Jun 30, 24+8400.01%
Cetera Advisor Networks LLC30.93KMar 31, 24+3.34K0.21%
Cetera Advisors LLC16.47KMar 31, 24+8.33K0.11%
Crestone Asset Management LLC12.38KMar 31, 24+1.55K0.09%
Adroit Compliance, LLC46.70KDec 31, 23+46.70K0.32%
WEALTHSOURCE PARTNERS, LLC15.76KDec 31, 23-8280.11%
DFPG INVESTMENTS, LLC10.57KDec 31, 23-6370.07%
3D/L Capital Management, LLC5.79KSep 30, 23-2930.04%
Sargent Bickham Lagudis LLC939Dec 31, 22+50.01%
55I, LLC153.37KSep 30, 22+30.16K1.06%
BALASA DINVERNO & FOLTZ LLC21.60KSep 30, 22+3.99K0.15%
American Portfolios Advisors2.57KSep 30, 22--0.02%
Private Capital Group, LLC--Jun 30, 22-1.09K--
NEXT Financial Group, Inc2.24KDec 31, 21+1.37K0.02%
Carroll Financial Associates, Inc.972Dec 31, 21--0.01%

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

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Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.