WisdomTree U.S. Total Dividend Fund(DTD)

$96.96—Stale · unknown old

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WisdomTree U.S. Total Dividend Fund(DTD)

NYSE • Last print unknown ago

$96.96—Stale · unknown old

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DTD(DTD)

DTD

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Institutional Ownership

Top 308 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	1.51M	Jun 30, 26	+2.87K	8.91%
MORGAN STANLEY	1.24M	Jun 30, 26	+24.02K	7.32%
LPL Financial LLC	917.13K	Jun 30, 26	+16.05K	5.42%
WELLS FARGO & COMPANY/MN	369.58K	Jun 30, 26	-2.98K	2.18%
626 Financial, LLC	305.79K	Jun 30, 26	+10.89K	1.81%
RAYMOND JAMES FINANCIAL INC	280.65K	Jun 30, 26	+7.51K	1.66%
Connecticut Wealth Management, LLC	266.74K	Jun 30, 26	-2.17K	1.58%
Pinnacle Financial Group, LLC / IL	240.72K	Jun 30, 26	-4.39K	1.42%
Kestra Advisory Services, LLC	202.65K	Jun 30, 26	-21.54K	1.20%
Retirement Planning Group	201.90K	Jun 30, 26	-33.71K	1.19%
HighTower Advisors, LLC	162.33K	Jun 30, 26	-18.38K	0.96%
Cetera Investment Advisers	145.77K	Jun 30, 26	+2.30K	0.86%
Savvy Advisors, Inc.	141.01K	Jun 30, 26	+141.01K	0.83%
AMERIPRISE FINANCIAL INC	137.08K	Jun 30, 26	-5.52K	0.81%
Foundations Investment Advisors, LLC	126.86K	Jun 30, 26	+7.79K	0.75%
ADVISOR GROUP HOLDINGS, INC.	123.90K	Jun 30, 26	+47.09K	0.73%
Vertex Planning Partners, LLC	117.05K	Jun 30, 26	+17.05K	0.69%
Cambridge Investment Research Advisors, Inc.	106.94K	Jun 30, 26	+4.31K	0.63%
UBS Group AG	95.53K	Jun 30, 26	-54	0.56%
Melone Private Wealth, LLC	83.01K	Jun 30, 26	-847	0.49%
Integrated Wealth Concepts LLC	79.60K	Jun 30, 26	+74.77K	0.47%
ENVESTNET ASSET MANAGEMENT INC	76.97K	Jun 30, 26	+5.01K	0.45%
JPMORGAN CHASE & CO	75.91K	Jun 30, 26	+3.59K	0.45%
Vestmark Advisory Solutions, Inc.	71.95K	Jun 30, 26	--	0.42%
Atria Investments, Inc	64.98K	Jun 30, 26	-82.42K	0.38%
ROYAL BANK OF CANADA	63.82K	Jun 30, 26	-5.79K	0.38%
FFG RETIREMENT ADVISORS LLC	59.77K	Jun 30, 26	-414	0.35%
Steward Partners Investment Advisory, LLC	53.21K	Jun 30, 26	+749	0.31%
Pathstone Holdings, LLC	52.07K	Jun 30, 26	--	0.31%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	48.82K	Jun 30, 26	+21.67K	0.29%
Bank of New York Mellon Corp	46.76K	Jun 30, 26	+44.19K	0.28%
Envision Financial LLC	44.11K	Jun 30, 26	-11.57K	0.26%
CI Private Wealth, LLC	38.00K	Jun 30, 26	+1	0.22%
Merit Financial Group, LLC	37.52K	Jun 30, 26	-1.32K	0.22%
Creative Planning	34.42K	Jun 30, 26	+587	0.20%
Certified Advisory Corp	31.92K	Jun 30, 26	-163	0.19%
LCNB CORP	31.73K	Jun 30, 26	-1.66K	0.19%
Avant Capital LLC	31.57K	Jun 30, 26	+565	0.19%
Colony Group, LLC	31.30K	Jun 30, 26	+418	0.18%
Rockefeller Capital Management L.P.	31.18K	Jun 30, 26	+1.38K	0.18%
COMMONWEALTH EQUITY SERVICES, LLC	30.36K	Jun 30, 26	-1.55K	0.18%
CITADEL ADVISORS LLC	26.11K	Jun 30, 26	+14.87K	0.15%
UBS ASSET MANAGEMENT AMERICAS INC	25.95K	Jun 30, 26	--	0.15%
Mariner, LLC	25.14K	Jun 30, 26	+311	0.15%
Itau Unibanco Holding S.A.	23.54K	Jun 30, 26	+23.54K	0.14%
FMR LLC	20.76K	Jun 30, 26	+2.15K	0.12%
AssuredPartners Investment Advisors, LLC	20.33K	Jun 30, 26	+112	0.12%
VERUS CAPITAL PARTNERS, LLC	19.32K	Jun 30, 26	-820	0.11%
SONATA CAPITAL GROUP INC	19.05K	Jun 30, 26	--	0.11%
CHERRYDALE WEALTH MANAGEMENT, LLC	18.79K	Jun 30, 26	+93	0.11%
Stratos Wealth Partners, LTD.	18.48K	Jun 30, 26	-1.67K	0.11%
Clearwater Capital Advisors, LLC	18.12K	Jun 30, 26	--	0.11%
Key FInancial Inc	17.59K	Jun 30, 26	+700	0.10%
GOLDMAN SACHS GROUP INC	16.83K	Jun 30, 26	-2.19K	0.10%
CAPTRUST FINANCIAL ADVISORS	16.21K	Jun 30, 26	+26	0.10%
AQR CAPITAL MANAGEMENT LLC	15.97K	Jun 30, 26	-150	0.09%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	15.83K	Jun 30, 26	+2	0.09%
Savant Capital, LLC	15.51K	Jun 30, 26	+7.75K	0.09%
JONES FINANCIAL COMPANIES LLLP	15.39K	Jun 30, 26	+2.26K	0.09%
MERCER GLOBAL ADVISORS INC /ADV	14.65K	Jun 30, 26	+7.07K	0.09%
HB Wealth Management, LLC	14.49K	Jun 30, 26	--	0.09%
BLAIR WILLIAM & CO/IL	14.11K	Jun 30, 26	--	0.08%
WILEY BROS.-AINTREE CAPITAL, LLC	13.92K	Jun 30, 26	+1.39K	0.08%
Sharper & Granite LLC	13.44K	Jun 30, 26	--	0.08%
PARK AVENUE SECURITIES LLC	12.76K	Jun 30, 26	+12.76K	0.08%
PCA Investment Advisory Services Inc.	12.38K	Jun 30, 26	+59	0.07%
PANORAMIC INVESTMENT ADVISORS, LLC	12.12K	Jun 30, 26	+55	0.07%
JFS WEALTH ADVISORS, LLC	11.65K	Jun 30, 26	+8	0.07%
Janney Montgomery Scott LLC	11.18K	Jun 30, 26	+11.18K	0.07%
KMG FIDUCIARY PARTNERS, LLC	11.18K	Jun 30, 26	+121	0.07%
Institute for Wealth Management, LLC.	11.09K	Jun 30, 26	--	0.07%
Gateway Wealth Partners, LLC	10.86K	Jun 30, 26	-11.36K	0.06%
Private Advisor Group, LLC	10.77K	Jun 30, 26	-1.09K	0.06%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	10.76K	Jun 30, 26	+85	0.06%
WHITTIER TRUST CO OF NEVADA INC	10.47K	Jun 30, 26	--	0.06%
DSG Capital Advisors, LLC	10.08K	Jun 30, 26	--	0.06%
Spire Wealth Management	9.91K	Jun 30, 26	-6	0.06%
Belpointe Asset Management LLC	9.72K	Jun 30, 26	-68	0.06%
OxenFree Capital LLC	9.51K	Jun 30, 26	-145	0.06%
Arkadios Wealth Advisors	9.02K	Jun 30, 26	+1.05K	0.05%
EXCEL SECURITIES & ASSOCIATES, INC.	8.99K	Jun 30, 26	-323	0.05%
Ballentine Partners, LLC	8.64K	Jun 30, 26	--	0.05%
Avestar Capital, LLC	7.82K	Jun 30, 26	--	0.05%
Cornerstone Financial Group, LLC /NE/	7.80K	Jun 30, 26	--	0.05%
EVOLUTION WEALTH MANAGEMENT INC.	7.45K	Jun 30, 26	+270	0.04%
Baird Financial Group, Inc.	7.37K	Jun 30, 26	+428	0.04%
Revisor Wealth Management LLC	6.96K	Jun 30, 26	--	0.04%
XTX Topco Ltd	6.89K	Jun 30, 26	+6.89K	0.04%
Sanibel Captiva Trust Company, Inc.	6.85K	Jun 30, 26	--	0.04%
Sanctuary Advisors, LLC	6.76K	Jun 30, 26	-143.03K	0.04%
Quartz Partners, LLC	6.58K	Jun 30, 26	+527	0.04%
Alta Wealth Advisors LLC	6.50K	Jun 30, 26	-281	0.04%
GREAT VALLEY ADVISOR GROUP, INC.	6.29K	Jun 30, 26	-252	0.04%
NORDEN GROUP LLC	6.12K	Jun 30, 26	--	0.04%
Element Wealth, LLC	5.82K	Jun 30, 26	+210	0.03%
Geneos Wealth Management Inc.	5.65K	Jun 30, 26	-50	0.03%
STIFEL FINANCIAL CORP	5.06K	Jun 30, 26	+505	0.03%
Sandy Cove Advisors, LLC	5.00K	Jun 30, 26	+25	0.03%
HighPoint Advisor Group LLC	5.00K	Jun 30, 26	+2.11K	0.03%
HARBOUR INVESTMENTS, INC.	4.92K	Jun 30, 26	+2.25K	0.03%
ATLas Financial Planning LLC	4.90K	Jun 30, 26	--	0.03%
Willis Investment Counsel	4.89K	Jun 30, 26	--	0.03%
Asset Advisory Group, Inc.	4.82K	Jun 30, 26	+2	0.03%
Sequoia Financial Advisors, LLC	4.80K	Jun 30, 26	+46	0.03%
REGIONS FINANCIAL CORP	4.80K	Jun 30, 26	--	0.03%
FLPUTNAM INVESTMENT MANAGEMENT CO	4.79K	Jun 30, 26	--	0.03%
Gradient Capital Advisors, LLC	4.77K	Jun 30, 26	-41	0.03%
First Nebraska Trust Co	4.67K	Jun 30, 26	--	0.03%
Signal Advisors Wealth, LLC	4.66K	Jun 30, 26	+456	0.03%
Centric Wealth Management	4.50K	Jun 30, 26	+2.25K	0.03%
Wood Tarver Financial Group, LLC	4.49K	Jun 30, 26	--	0.03%
Team Financial Group, LLC	4.49K	Jun 30, 26	+3	0.03%
RMR Capital Management, LLC	4.40K	Jun 30, 26	--	0.03%
ARVEST INVESTMENTS, INC.	4.38K	Jun 30, 26	-94	0.03%
GenTrust, LLC	4.36K	Jun 30, 26	-54	0.03%
International Private Wealth Advisors LLC	4.33K	Jun 30, 26	-174	0.03%
Quantinno Capital Management LP	4.31K	Jun 30, 26	-1.91K	0.03%
MISSION WEALTH MANAGEMENT, LP	4.29K	Jun 30, 26	-240	0.03%
MML INVESTORS SERVICES, LLC	4.26K	Jun 30, 26	+282	0.03%
Mayflower Financial Advisors, LLC	4.11K	Jun 30, 26	--	0.02%
IFP Advisors, Inc	4.10K	Jun 30, 26	-152	0.02%
Kendall Capital Management	4.08K	Jun 30, 26	--	0.02%
Curran Financial Partners, LLC	4.02K	Jun 30, 26	+1.55K	0.02%
Midwest Trust Co	4.00K	Jun 30, 26	-85	0.02%
Waverly Advisors, LLC	3.90K	Jun 30, 26	--	0.02%
Amplius Wealth Advisors, LLC	3.80K	Jun 30, 26	--	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	3.67K	Jun 30, 26	--	0.02%
Essential Planning, LLC.	3.66K	Jun 30, 26	-94	0.02%
CREATIVE FINANCIAL DESIGNS INC /ADV	3.57K	Jun 30, 26	-30	0.02%
TRUIST FINANCIAL CORP	3.57K	Jun 30, 26	--	0.02%
Allegheny Financial Group LTD	3.47K	Jun 30, 26	+17	0.02%
Kapstone Financial Advisors LLC	3.41K	Jun 30, 26	-88	0.02%
Rooted Wealth Advisors, Inc.	3.35K	Jun 30, 26	-20	0.02%
VestGen Advisors, LLC	3.29K	Jun 30, 26	--	0.02%
J.W. COLE ADVISORS, INC.	3.29K	Jun 30, 26	+232	0.02%
CIBC Bancorp USA Inc.	3.26K	Jun 30, 26	-300	0.02%
NewEdge Advisors, LLC	3.25K	Jun 30, 26	-233	0.02%
Summit Financial, LLC	3.25K	Jun 30, 26	-163	0.02%
INSIGNEO ADVISORY SERVICES, LLC	3.24K	Jun 30, 26	--	0.02%
PERRYMAN FINANCIAL ADVISORY INC /AD	3.23K	Jun 30, 26	+14	0.02%
Vise Technologies, Inc.	3.22K	Jun 30, 26	-193	0.02%
Root Financial Partners, LLC	3.20K	Jun 30, 26	--	0.02%
CoreCap Advisors, LLC	3.17K	Jun 30, 26	-75	0.02%
Rehmann Capital Advisory Group	3.15K	Jun 30, 26	--	0.02%
Vantage Point Financial LLC	3.08K	Jun 30, 26	-1.32K	0.02%
Beacon Pointe Advisors, LLC	3.00K	Jun 30, 26	--	0.02%
GREATMARK INVESTMENT PARTNERS, INC.	3.00K	Jun 30, 26	--	0.02%
Klingman & Associates, LLC	3.00K	Jun 30, 26	--	0.02%
Wilkins Miller Wealth Management, LLC	3.00K	Jun 30, 26	--	0.02%
NBC SECURITIES, INC.	2.98K	Jun 30, 26	-4.69K	0.02%
Perigon Wealth Management, LLC	2.93K	Jun 30, 26	--	0.02%
Magnolia Private Wealth, LLC	2.75K	Jun 30, 26	-175	0.02%
BROWN ADVISORY INC	2.74K	Jun 30, 26	--	0.02%
Nuveen, LLC	2.71K	Jun 30, 26	+2.71K	0.02%
London & Capital Asset Management Ltd	2.67K	Jun 30, 26	--	0.02%
Livet Wealth, LLC	2.56K	Jun 30, 26	+13	0.02%
Buckingham Strategic Partners	2.47K	Jun 30, 26	+2.47K	0.01%
HRT FINANCIAL LP	2.45K	Jun 30, 26	+2.45K	0.01%
Bison Wealth, LLC	2.41K	Jun 30, 26	+43	0.01%
LAZARD ASSET MANAGEMENT LLC	2.40K	Jun 30, 26	--	0.01%
Umpqua Bank	2.40K	Jun 30, 26	--	0.01%
Tranquility Partners, LLC	2.40K	Jun 30, 26	--	0.01%
CARY STREET PARTNERS FINANCIAL LLC	2.34K	Jun 30, 26	--	0.01%
LRI Investments, LLC	2.33K	Jun 30, 26	--	0.01%
PGIM Custom Harvest LLC	2.32K	Jun 30, 26	--	0.01%
TRUE Private Wealth Advisors	2.31K	Jun 30, 26	+2.31K	0.01%
Equitable Holdings, Inc.	2.29K	Jun 30, 26	+2.29K	0.01%
Allworth Financial LP	2.26K	Jun 30, 26	-230	0.01%
FIFTH THIRD BANCORP	2.21K	Jun 30, 26	+500	0.01%
GRANDFIELD & DODD, LLC	2.20K	Jun 30, 26	+2.20K	0.01%
AE Wealth Management LLC	1.58K	Jun 30, 26	-9	0.01%
Farther Finance Advisors, LLC	1.56K	Jun 30, 26	+1.10K	0.01%
Clearstead Trust, LLC	1.37K	Jun 30, 26	--	0.01%
Global Retirement Partners, LLC	1.30K	Jun 30, 26	+1.30K	0.01%
Cornerstone Planning Group LLC	1.13K	Jun 30, 26	+3	0.01%
PITTENGER & ANDERSON INC	1.07K	Jun 30, 26	--	0.01%
Hilltop National Bank	986	Jun 30, 26	--	0.01%
Center for Financial Planning, Inc.	982	Jun 30, 26	--	0.01%
Fairman Group, LLC	931	Jun 30, 26	+5	0.01%
Ancora Advisors, LLC	864	Jun 30, 26	--	0.01%
BEACON INVESTMENT ADVISORY SERVICES, INC.	810	Jun 30, 26	--	0.00%
Federation des caisses Desjardins du Quebec	776	Jun 30, 26	--	0.00%
Vanguard National Trust Co	765	Jun 30, 26	--	0.00%
Ashton Thomas Private Wealth, LLC	760	Jun 30, 26	--	0.00%
RAFFA WEALTH MANAGEMENT, LLC	755	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	714	Jun 30, 26	+714	0.00%
ASSETMARK, INC	669	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	571	Jun 30, 26	+1	0.00%
Glen Eagle Advisors, LLC	551	Jun 30, 26	-132	0.00%
Archer Investment Corp	500	Jun 30, 26	--	0.00%
TOMPKINS FINANCIAL CORP	453	Jun 30, 26	--	0.00%
MASECO LLP	441	Jun 30, 26	--	0.00%
Qube Research & Technologies Ltd	399	Jun 30, 26	-127	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	362	Jun 30, 26	--	0.00%
IAG Wealth Partners, LLC	350	Jun 30, 26	--	0.00%
BlackRock, Inc.	344	Jun 30, 26	+260	0.00%
Ameritas Advisory Services, LLC	324	Jun 30, 26	+324	0.00%
Ameritas Investment Partners, Inc.	319	Jun 30, 26	+1	0.00%
Larson Financial Group LLC	309	Jun 30, 26	-150	0.00%
IFG Advisory, LLC	300	Jun 30, 26	+300	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	235	Jun 30, 26	+97	0.00%
SRS Capital Advisors, Inc.	208	Jun 30, 26	+1	0.00%
SWAN Capital LLC	203	Jun 30, 26	--	0.00%
BANK OF MONTREAL /CAN/	200	Jun 30, 26	--	0.00%
N.E.W. Advisory Services LLC	182	Jun 30, 26	+1	0.00%
Asset Dedication, LLC	165	Jun 30, 26	--	0.00%
REAP Financial Group, LLC	147	Jun 30, 26	--	0.00%
CENTRAL TRUST Co	100	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	49	Jun 30, 26	--	0.00%
SHP Wealth Management	34	Jun 30, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	14	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	11	Jun 30, 26	-1	0.00%
Independent Advisor Alliance	--	Jun 30, 26	-11.91K	--
WealthShield Partners, LLC	--	Jun 30, 26	-1.10K	--
Breachway Investments LLC	--	Jun 30, 26	-6.12K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-6.58K	--
CENTAURUS FINANCIAL, INC.	--	Jun 30, 26	-2.77K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-60	--
Advisory Services Network, LLC	--	Jun 30, 26	-62	--
Western Wealth Management, LLC	--	Jun 30, 26	-1.89K	--
Cerity Partners LLC	--	Jun 30, 26	-5.86K	--
JACKSON SQUARE CAPITAL, LLC	--	Jun 30, 26	-2.38K	--
MAI Capital Management	--	Jun 30, 26	-390	--
CWM, LLC	48.63K	Mar 31, 26	-431	0.29%
Sunbelt Securities, Inc.	6.42K	Mar 31, 26	+15	0.04%
Skopos Labs, Inc.	2.75K	Mar 31, 26	+2.75K	0.02%
MOSELEY INVESTMENT MANAGEMENT INC	2.75K	Mar 31, 26	-100	0.02%
CIBC Private Wealth Group, LLC	3.57K	Dec 31, 25	--	0.02%
COMERICA BANK	2.17K	Dec 31, 25	+19	0.01%
Blue Barn Wealth, LLC	--	Dec 31, 25	-2.85K	--
Obsidian Personal Planning Solutions LLC	3.98K	Sep 30, 25	--	0.02%
BRASS TAX WEALTH MANAGEMENT, INC	2.90K	Sep 30, 25	--	0.02%
Waverton Investment Management Ltd	2.67K	Sep 30, 25	--	0.02%
Bristlecone Advisors, LLC	--	Sep 30, 25	-436	--
AVANTAX ADVISORY SERVICES, INC.	48.20K	Jun 30, 25	+2.14K	0.28%
Atria Wealth Solutions, Inc.	10.26K	Jun 30, 25	-3.17K	0.06%
My Legacy Advisors, LLC	8.86K	Jun 30, 25	-846	0.05%
Semmax Financial Advisors Inc.	1.19K	Jun 30, 25	+1.19K	0.01%
Lindbrook Capital, LLC	324	Mar 31, 25	--	0.00%
Riggs Capital Management LLC	2.99K	Dec 31, 24	+2.99K	0.02%
AlphaMark Advisors, LLC	375	Dec 31, 24	--	0.00%
RE Dickinson Investment Advisors, LLC	95	Dec 31, 24	-38	0.00%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-276	--
Raymond James Financial Services Advisors, Inc.	169.17K	Sep 30, 24	+13.18K	1.00%
RAYMOND JAMES & ASSOCIATES	17.59K	Sep 30, 24	+598	0.10%
GYL FINANCIAL SYNERGIES, LLC	--	Sep 30, 24	-5.88K	--
ARVEST TRUST CO N A	30.80K	Jun 30, 24	-1.89K	0.18%
ICA Group Wealth Management, LLC	166	Jun 30, 24	-4.28K	0.00%
Cetera Advisor Networks LLC	279.35K	Mar 31, 24	+74.37K	1.65%
Cetera Advisors LLC	23.50K	Mar 31, 24	+7.73K	0.14%
KLR INVESTMENT ADVISORS, LLC	20.53K	Mar 31, 24	-3.43K	0.12%
Crestone Asset Management LLC	4.42K	Mar 31, 24	--	0.03%
WADE G W & INC	25.34K	Dec 31, 23	+86	0.15%
PATHSTONE FAMILY OFFICE, LLC	62.21K	Sep 30, 23	+62.21K	0.37%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	40.06K	Sep 30, 23	-139	0.24%
Truadvice, LLC	9.05K	Sep 30, 23	+9.05K	0.05%
Windsor Group LTD	--	Sep 30, 23	-3.40K	--
V Wealth Advisors LLC	--	Sep 30, 23	-5.50K	--
Veritable, L.P.	62.70K	Jun 30, 23	-110	0.37%
Ahrens Investment Partners LLC	500	Mar 31, 23	+500	0.00%
S.C. Financial Services, Inc.	10.90K	Dec 31, 22	+170	0.06%
Hotaling Investment Management, LLC	5.88K	Dec 31, 22	--	0.03%
Laurel Wealth Advisors, Inc.	4.94K	Dec 31, 22	-824	0.03%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	49.97K	Sep 30, 22	+4.02K	0.30%
55I, LLC	46.19K	Sep 30, 22	+14.17K	0.27%
REGENTATLANTIC CAPITAL LLC	37.42K	Sep 30, 22	--	0.22%
American Portfolios Advisors	6.61K	Sep 30, 22	--	0.04%
WIPFLI FINANCIAL ADVISORS LLC,	2.71K	Sep 30, 22	+2.71K	0.02%
Altium Wealth Management LLC	3.86K	Jun 30, 22	+3.86K	0.02%
Cordasco Financial Network	480	Jun 30, 22	--	0.00%
Financial Planners of Cleveland, Inc.	--	Mar 31, 22	-15.82K	--
JD Financial Services Inc.	77.65K	Dec 31, 21	+40.34K	0.46%
NEXT Financial Group, Inc	8.16K	Dec 31, 21	+4.34K	0.05%
QUEST CAPITAL MANAGEMENT INC /ADV	6.80K	Dec 31, 21	+5.10K	0.04%
Homrich & Berg	6.98K	Sep 30, 21	--	0.04%
BINGHAM OSBORN & SCARBOROUGH LLC	2.06K	Sep 30, 21	--	0.01%
Covenant Multifamily Offices, LLC	1.90K	Sep 30, 21	--	0.01%
Allegiant Private Advisors, LLC	3.85K	Jun 30, 21	--	0.02%
Sullivan, Bruyette, Speros & Blaney, LLC	1.00K	Mar 31, 21	--	0.01%
First Allied Advisory Services, Inc.	7.64K	Sep 30, 20	-810	0.05%
ETRADE Capital Management LLC	2.57K	Sep 30, 20	+117	0.02%
TRADITION ASSET MANAGEMENT LLC	5.01K	Jun 30, 20	-48	0.03%
Squar Milner Financial Services LLC	5.25K	Mar 31, 20	-50	0.03%
LADENBURG THALMANN FINANCIAL SERVICES INC.	17.97K	Dec 31, 19	+139	0.11%
Advisor Group, Inc.	6.80K	Dec 31, 19	-2.07K	0.04%
TRADITION CAPITAL MANAGEMENT LLC	5.18K	Mar 31, 19	--	0.03%
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-19.11K	--
Concert Wealth Management Inc.	--	Sep 30, 17	-6.31K	--
Commonwealth Equity Services, Inc	29.12K	Jun 30, 17	+3.35K	0.17%
Windsor Financial Group, LLC	5.18K	Jun 30, 17	-231	0.03%
WFG Advisors, LP	662	Jun 30, 17	+1	0.00%
Virtu KCG Holdings LLC	--	Jun 30, 17	-3.65K	--
Kernodle & Katon Asset Management Group, LLC	--	Mar 31, 17	-70	--
MSI Financial Services Inc	2.71K	Dec 31, 16	+7	0.02%
Argentus Capital Management, LLC	--	Dec 31, 16	-1.11K	--
Investors Capital Advisory Services	31.39K	Jun 30, 16	-320	0.19%
Carnick & Kubik, LLC	850	Mar 31, 16	+850	0.01%
ATHERTON LANE ADVISERS, LLC	10.04K	Dec 31, 15	-150	0.06%
Valentine Capital Asset Management, Inc.	150	Dec 31, 15	+150	0.00%
J.P. Turner & Co Capital Mnagement, LLC	4.25K	Sep 30, 15	-3.56K	0.03%
MANAGED ACCOUNT ADVISORS LLC	4.75K	Jun 30, 15	+1.01K	0.03%
UBS AG	46.85K	Sep 30, 14	+8	0.28%
KMS FINANCIAL SERVICES, INC	--	Jun 30, 14	-4.90K	--
Jane Street Holding, LLC	--	Dec 31, 13	-4.51K	--
STIFEL NICOLAUS & CO INC \MO\	7.12K	Sep 30, 13	--	0.04%
KNIGHT CAPITAL GROUP LLC	38.83K	Jun 30, 13	+38.83K	0.23%
First Allied Securities, Inc.	1.80K	Jun 30, 12	--	0.01%
RBC Dominion Securities Inc.	200	Dec 31, 08	--	0.00%

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

1.51M

Jun 30, 26

+2.87K

8.91%

MORGAN STANLEY

1.24M

Jun 30, 26

+24.02K

7.32%

LPL Financial LLC

917.13K

Jun 30, 26

+16.05K

5.42%

WELLS FARGO & COMPANY/MN

369.58K

Jun 30, 26

-2.98K

2.18%

626 Financial, LLC

305.79K

Jun 30, 26

+10.89K

1.81%

RAYMOND JAMES FINANCIAL INC

280.65K

Jun 30, 26

+7.51K

1.66%

Connecticut Wealth Management, LLC

266.74K

Jun 30, 26

-2.17K

1.58%

Pinnacle Financial Group, LLC / IL

240.72K

Jun 30, 26

-4.39K

1.42%

Kestra Advisory Services, LLC

202.65K

Jun 30, 26

-21.54K

1.20%

Retirement Planning Group

201.90K

Jun 30, 26

-33.71K

1.19%

HighTower Advisors, LLC

162.33K

Jun 30, 26

-18.38K

0.96%

Cetera Investment Advisers

145.77K

Jun 30, 26

+2.30K

0.86%

Savvy Advisors, Inc.

141.01K

Jun 30, 26

+141.01K

0.83%

AMERIPRISE FINANCIAL INC

137.08K

Jun 30, 26

-5.52K

0.81%

Foundations Investment Advisors, LLC

126.86K

Jun 30, 26

+7.79K

0.75%

ADVISOR GROUP HOLDINGS, INC.

123.90K

Jun 30, 26

+47.09K

0.73%

Vertex Planning Partners, LLC

117.05K

Jun 30, 26

+17.05K

0.69%

Cambridge Investment Research Advisors, Inc.

106.94K

Jun 30, 26

+4.31K

0.63%

UBS Group AG

95.53K

Jun 30, 26

-54

0.56%

Melone Private Wealth, LLC

83.01K

Jun 30, 26

-847

0.49%

Integrated Wealth Concepts LLC

79.60K

Jun 30, 26

+74.77K

0.47%

ENVESTNET ASSET MANAGEMENT INC

76.97K

Jun 30, 26

+5.01K

0.45%

JPMORGAN CHASE & CO

75.91K

Jun 30, 26

+3.59K

0.45%

Vestmark Advisory Solutions, Inc.

71.95K

Jun 30, 26

0.42%

Atria Investments, Inc

64.98K

Jun 30, 26

-82.42K

0.38%

ROYAL BANK OF CANADA

63.82K

Jun 30, 26

-5.79K

0.38%

FFG RETIREMENT ADVISORS LLC

59.77K

Jun 30, 26

-414

0.35%

Steward Partners Investment Advisory, LLC

53.21K

Jun 30, 26

+749

0.31%

Pathstone Holdings, LLC

52.07K

Jun 30, 26

0.31%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

48.82K

Jun 30, 26

+21.67K

0.29%

Bank of New York Mellon Corp

46.76K

Jun 30, 26

+44.19K

0.28%

Envision Financial LLC

44.11K

Jun 30, 26

-11.57K

0.26%

CI Private Wealth, LLC

38.00K

Jun 30, 26

0.22%

Merit Financial Group, LLC

37.52K

Jun 30, 26

-1.32K

0.22%

Creative Planning

34.42K

Jun 30, 26

+587

0.20%

Certified Advisory Corp

31.92K

Jun 30, 26

-163

0.19%

LCNB CORP

31.73K

Jun 30, 26

-1.66K

0.19%

Avant Capital LLC

31.57K

Jun 30, 26

+565

0.19%

Colony Group, LLC

31.30K

Jun 30, 26

+418

0.18%

Rockefeller Capital Management L.P.

31.18K

Jun 30, 26

+1.38K

0.18%

COMMONWEALTH EQUITY SERVICES, LLC

30.36K

Jun 30, 26

-1.55K

0.18%

CITADEL ADVISORS LLC

26.11K

Jun 30, 26

+14.87K

0.15%

UBS ASSET MANAGEMENT AMERICAS INC

25.95K

Jun 30, 26

0.15%

Mariner, LLC

25.14K

Jun 30, 26

+311

0.15%

Itau Unibanco Holding S.A.

23.54K

Jun 30, 26

+23.54K

0.14%

FMR LLC

20.76K

Jun 30, 26

+2.15K

0.12%

AssuredPartners Investment Advisors, LLC

20.33K

Jun 30, 26

+112

0.12%

VERUS CAPITAL PARTNERS, LLC

19.32K

Jun 30, 26

-820

0.11%

SONATA CAPITAL GROUP INC

19.05K

Jun 30, 26

0.11%

CHERRYDALE WEALTH MANAGEMENT, LLC

18.79K

Jun 30, 26

+93

0.11%

Stratos Wealth Partners, LTD.

18.48K

Jun 30, 26

-1.67K

0.11%

Clearwater Capital Advisors, LLC

18.12K

Jun 30, 26

0.11%

Key FInancial Inc

17.59K

Jun 30, 26

+700

0.10%

GOLDMAN SACHS GROUP INC

16.83K

Jun 30, 26

-2.19K

0.10%

CAPTRUST FINANCIAL ADVISORS

16.21K

Jun 30, 26

+26

0.10%

AQR CAPITAL MANAGEMENT LLC

15.97K

Jun 30, 26

-150

0.09%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

15.83K

Jun 30, 26

0.09%

Savant Capital, LLC

15.51K

Jun 30, 26

+7.75K

0.09%

JONES FINANCIAL COMPANIES LLLP

15.39K

Jun 30, 26

+2.26K

0.09%

MERCER GLOBAL ADVISORS INC /ADV

14.65K

Jun 30, 26

+7.07K

0.09%

HB Wealth Management, LLC

14.49K

Jun 30, 26

0.09%

BLAIR WILLIAM & CO/IL

14.11K

Jun 30, 26

0.08%

WILEY BROS.-AINTREE CAPITAL, LLC

13.92K

Jun 30, 26

+1.39K

0.08%

Sharper & Granite LLC

13.44K

Jun 30, 26

0.08%

PARK AVENUE SECURITIES LLC

12.76K

Jun 30, 26

+12.76K

0.08%

PCA Investment Advisory Services Inc.

12.38K

Jun 30, 26

+59

0.07%

PANORAMIC INVESTMENT ADVISORS, LLC

12.12K

Jun 30, 26

+55

0.07%

JFS WEALTH ADVISORS, LLC

11.65K

Jun 30, 26

0.07%

Janney Montgomery Scott LLC

11.18K

Jun 30, 26

+11.18K

0.07%

KMG FIDUCIARY PARTNERS, LLC

11.18K

Jun 30, 26

+121

0.07%

Institute for Wealth Management, LLC.

11.09K

Jun 30, 26

0.07%

Gateway Wealth Partners, LLC

10.86K

Jun 30, 26

-11.36K

0.06%

Private Advisor Group, LLC

10.77K

Jun 30, 26

-1.09K

0.06%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

10.76K

Jun 30, 26

+85

0.06%

WHITTIER TRUST CO OF NEVADA INC

10.47K

Jun 30, 26

0.06%

DSG Capital Advisors, LLC

10.08K

Jun 30, 26

0.06%

Spire Wealth Management

9.91K

Jun 30, 26

-6

0.06%

Belpointe Asset Management LLC

9.72K

Jun 30, 26

-68

0.06%

OxenFree Capital LLC

9.51K

Jun 30, 26

-145

0.06%

Arkadios Wealth Advisors

9.02K

Jun 30, 26

+1.05K

0.05%

EXCEL SECURITIES & ASSOCIATES, INC.

8.99K

Jun 30, 26

-323

0.05%

Ballentine Partners, LLC

8.64K

Jun 30, 26

0.05%

Avestar Capital, LLC

7.82K

Jun 30, 26

0.05%

Cornerstone Financial Group, LLC /NE/

7.80K

Jun 30, 26

0.05%

EVOLUTION WEALTH MANAGEMENT INC.

7.45K

Jun 30, 26

+270

0.04%

Baird Financial Group, Inc.

7.37K

Jun 30, 26

+428

0.04%

Revisor Wealth Management LLC

6.96K

Jun 30, 26

0.04%

XTX Topco Ltd

6.89K

Jun 30, 26

+6.89K

0.04%

Sanibel Captiva Trust Company, Inc.

6.85K

Jun 30, 26

0.04%

Sanctuary Advisors, LLC

6.76K

Jun 30, 26

-143.03K

0.04%

Quartz Partners, LLC

6.58K

Jun 30, 26

+527

0.04%

Alta Wealth Advisors LLC

6.50K

Jun 30, 26

-281

0.04%

GREAT VALLEY ADVISOR GROUP, INC.

6.29K

Jun 30, 26

-252

0.04%

NORDEN GROUP LLC

6.12K

Jun 30, 26

0.04%

Element Wealth, LLC

5.82K

Jun 30, 26

+210

0.03%

Geneos Wealth Management Inc.

5.65K

Jun 30, 26

-50

0.03%

STIFEL FINANCIAL CORP

5.06K

Jun 30, 26

+505

0.03%

Sandy Cove Advisors, LLC

5.00K

Jun 30, 26

+25

0.03%

HighPoint Advisor Group LLC

5.00K

Jun 30, 26

+2.11K

0.03%

HARBOUR INVESTMENTS, INC.

4.92K

Jun 30, 26

+2.25K

0.03%

ATLas Financial Planning LLC

4.90K

Jun 30, 26

0.03%

Willis Investment Counsel

4.89K

Jun 30, 26

0.03%

Asset Advisory Group, Inc.

4.82K

Jun 30, 26

0.03%

Sequoia Financial Advisors, LLC

4.80K

Jun 30, 26

+46

0.03%

REGIONS FINANCIAL CORP

4.80K

Jun 30, 26

0.03%

FLPUTNAM INVESTMENT MANAGEMENT CO

4.79K

Jun 30, 26

0.03%

Gradient Capital Advisors, LLC

4.77K

Jun 30, 26

-41

0.03%

First Nebraska Trust Co

4.67K

Jun 30, 26

0.03%

Signal Advisors Wealth, LLC

4.66K

Jun 30, 26

+456

0.03%

Centric Wealth Management

4.50K

Jun 30, 26

+2.25K

0.03%

Wood Tarver Financial Group, LLC

4.49K

Jun 30, 26

0.03%

Team Financial Group, LLC

4.49K

Jun 30, 26

0.03%

RMR Capital Management, LLC

4.40K

Jun 30, 26

0.03%

ARVEST INVESTMENTS, INC.

4.38K

Jun 30, 26

-94

0.03%

GenTrust, LLC

4.36K

Jun 30, 26

-54

0.03%

International Private Wealth Advisors LLC

4.33K

Jun 30, 26

-174

0.03%

Quantinno Capital Management LP

4.31K

Jun 30, 26

-1.91K

0.03%

MISSION WEALTH MANAGEMENT, LP

4.29K

Jun 30, 26

-240

0.03%

MML INVESTORS SERVICES, LLC

4.26K

Jun 30, 26

+282

0.03%

Mayflower Financial Advisors, LLC

4.11K

Jun 30, 26

0.02%

IFP Advisors, Inc

4.10K

Jun 30, 26

-152

0.02%

Kendall Capital Management

4.08K

Jun 30, 26

0.02%

Curran Financial Partners, LLC

4.02K

Jun 30, 26

+1.55K

0.02%

Midwest Trust Co

4.00K

Jun 30, 26

-85

0.02%

Waverly Advisors, LLC

3.90K

Jun 30, 26

0.02%

Amplius Wealth Advisors, LLC

3.80K

Jun 30, 26

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

3.67K

Jun 30, 26

0.02%

Essential Planning, LLC.

3.66K

Jun 30, 26

-94

0.02%

CREATIVE FINANCIAL DESIGNS INC /ADV

3.57K

Jun 30, 26

-30

0.02%

TRUIST FINANCIAL CORP

3.57K

Jun 30, 26

0.02%

Allegheny Financial Group LTD

3.47K

Jun 30, 26

+17

0.02%

Kapstone Financial Advisors LLC

3.41K

Jun 30, 26

-88

0.02%

Rooted Wealth Advisors, Inc.

3.35K

Jun 30, 26

-20

0.02%

VestGen Advisors, LLC

3.29K

Jun 30, 26

0.02%

J.W. COLE ADVISORS, INC.

3.29K

Jun 30, 26

+232

0.02%

CIBC Bancorp USA Inc.

3.26K

Jun 30, 26

-300

0.02%

NewEdge Advisors, LLC

3.25K

Jun 30, 26

-233

0.02%

Summit Financial, LLC

3.25K

Jun 30, 26

-163

0.02%

INSIGNEO ADVISORY SERVICES, LLC

3.24K

Jun 30, 26

0.02%

PERRYMAN FINANCIAL ADVISORY INC /AD

3.23K

Jun 30, 26

+14

0.02%

Vise Technologies, Inc.

3.22K

Jun 30, 26

-193

0.02%

Root Financial Partners, LLC

3.20K

Jun 30, 26

0.02%

CoreCap Advisors, LLC

3.17K

Jun 30, 26

-75

0.02%

Rehmann Capital Advisory Group

3.15K

Jun 30, 26

0.02%

Vantage Point Financial LLC

3.08K

Jun 30, 26

-1.32K

0.02%

Beacon Pointe Advisors, LLC

3.00K

Jun 30, 26

0.02%

GREATMARK INVESTMENT PARTNERS, INC.

3.00K

Jun 30, 26

0.02%

Klingman & Associates, LLC

3.00K

Jun 30, 26

0.02%

Wilkins Miller Wealth Management, LLC

3.00K

Jun 30, 26

0.02%

NBC SECURITIES, INC.

2.98K

Jun 30, 26

-4.69K

0.02%

Perigon Wealth Management, LLC

2.93K

Jun 30, 26

0.02%

Magnolia Private Wealth, LLC

2.75K

Jun 30, 26

-175

0.02%

BROWN ADVISORY INC

2.74K

Jun 30, 26

0.02%

Nuveen, LLC

2.71K

Jun 30, 26

+2.71K

0.02%

London & Capital Asset Management Ltd

2.67K

Jun 30, 26

0.02%

Livet Wealth, LLC

2.56K

Jun 30, 26

+13

0.02%

Buckingham Strategic Partners

2.47K

Jun 30, 26

+2.47K

0.01%

HRT FINANCIAL LP

2.45K

Jun 30, 26

+2.45K

0.01%

Bison Wealth, LLC

2.41K

Jun 30, 26

+43

0.01%

LAZARD ASSET MANAGEMENT LLC

2.40K

Jun 30, 26

0.01%

Umpqua Bank

2.40K

Jun 30, 26

0.01%

Tranquility Partners, LLC

2.40K

Jun 30, 26

0.01%

CARY STREET PARTNERS FINANCIAL LLC

2.34K

Jun 30, 26

0.01%

LRI Investments, LLC

2.33K

Jun 30, 26

0.01%

PGIM Custom Harvest LLC

2.32K

Jun 30, 26

0.01%

TRUE Private Wealth Advisors

2.31K

Jun 30, 26

+2.31K

0.01%

Equitable Holdings, Inc.

2.29K

Jun 30, 26

+2.29K

0.01%

Allworth Financial LP

2.26K

Jun 30, 26

-230

0.01%

FIFTH THIRD BANCORP

2.21K

Jun 30, 26

+500

0.01%

GRANDFIELD & DODD, LLC

2.20K

Jun 30, 26

+2.20K

0.01%

AE Wealth Management LLC

1.58K

Jun 30, 26

-9

0.01%

Farther Finance Advisors, LLC

1.56K

Jun 30, 26

+1.10K

0.01%

Clearstead Trust, LLC

1.37K

Jun 30, 26

0.01%

Global Retirement Partners, LLC

1.30K

Jun 30, 26

+1.30K

0.01%

Cornerstone Planning Group LLC

1.13K

Jun 30, 26

0.01%

PITTENGER & ANDERSON INC

1.07K

Jun 30, 26

0.01%

Hilltop National Bank

986

Jun 30, 26

0.01%

Center for Financial Planning, Inc.

982

Jun 30, 26

0.01%

Fairman Group, LLC

931

Jun 30, 26

0.01%

Ancora Advisors, LLC

864

Jun 30, 26

0.01%

BEACON INVESTMENT ADVISORY SERVICES, INC.

810

Jun 30, 26

0.00%

Federation des caisses Desjardins du Quebec

776

Jun 30, 26

0.00%

Vanguard National Trust Co

765

Jun 30, 26

0.00%

Ashton Thomas Private Wealth, LLC

760

Jun 30, 26

0.00%

RAFFA WEALTH MANAGEMENT, LLC

755

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

714

Jun 30, 26

+714

0.00%

ASSETMARK, INC

669

Jun 30, 26

0.00%

Parallel Advisors, LLC

571

Jun 30, 26

0.00%

Glen Eagle Advisors, LLC

551

Jun 30, 26

-132

0.00%

Archer Investment Corp

500

Jun 30, 26

0.00%

TOMPKINS FINANCIAL CORP

453

Jun 30, 26

0.00%

MASECO LLP

441

Jun 30, 26

0.00%

Qube Research & Technologies Ltd

399

Jun 30, 26

-127

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

362

Jun 30, 26

0.00%

IAG Wealth Partners, LLC

350

Jun 30, 26

0.00%

BlackRock, Inc.

344

Jun 30, 26

+260

0.00%

Ameritas Advisory Services, LLC

324

Jun 30, 26

+324

0.00%

Ameritas Investment Partners, Inc.

319

Jun 30, 26

0.00%

Larson Financial Group LLC

309

Jun 30, 26

-150

0.00%

IFG Advisory, LLC

300

Jun 30, 26

+300

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

235

Jun 30, 26

+97

0.00%

SRS Capital Advisors, Inc.

208

Jun 30, 26

0.00%

SWAN Capital LLC

203

Jun 30, 26

0.00%

BANK OF MONTREAL /CAN/

200

Jun 30, 26

0.00%

N.E.W. Advisory Services LLC

182

Jun 30, 26

0.00%

Asset Dedication, LLC

165

Jun 30, 26

0.00%

REAP Financial Group, LLC

147

Jun 30, 26

0.00%

CENTRAL TRUST Co

100

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

Jun 30, 26

0.00%

SHP Wealth Management

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

Jun 30, 26

-1

0.00%

Independent Advisor Alliance

Jun 30, 26

-11.91K

WealthShield Partners, LLC

Jun 30, 26

-1.10K

Breachway Investments LLC

Jun 30, 26

-6.12K

JANE STREET GROUP, LLC

Jun 30, 26

-6.58K

CENTAURUS FINANCIAL, INC.

Jun 30, 26

-2.77K

Sound Income Strategies, LLC

Jun 30, 26

-60

Advisory Services Network, LLC

Jun 30, 26

-62

Western Wealth Management, LLC

Jun 30, 26

-1.89K

Cerity Partners LLC

Jun 30, 26

-5.86K

JACKSON SQUARE CAPITAL, LLC

Jun 30, 26

-2.38K

MAI Capital Management

Jun 30, 26

-390

CWM, LLC

48.63K

Mar 31, 26

-431

0.29%

Sunbelt Securities, Inc.

6.42K

Mar 31, 26

+15

0.04%

Skopos Labs, Inc.

2.75K

Mar 31, 26

+2.75K

0.02%

MOSELEY INVESTMENT MANAGEMENT INC

2.75K

Mar 31, 26

-100

0.02%

CIBC Private Wealth Group, LLC

3.57K

Dec 31, 25

0.02%

COMERICA BANK

2.17K

Dec 31, 25

+19

0.01%

Blue Barn Wealth, LLC

Dec 31, 25

-2.85K

Obsidian Personal Planning Solutions LLC

3.98K

Sep 30, 25

0.02%

BRASS TAX WEALTH MANAGEMENT, INC

2.90K

Sep 30, 25

0.02%

Waverton Investment Management Ltd

2.67K

Sep 30, 25

0.02%

Bristlecone Advisors, LLC

Sep 30, 25

-436

AVANTAX ADVISORY SERVICES, INC.

48.20K

Jun 30, 25

+2.14K

0.28%

Atria Wealth Solutions, Inc.

10.26K

Jun 30, 25

-3.17K

0.06%

My Legacy Advisors, LLC

8.86K

Jun 30, 25

-846

0.05%

Semmax Financial Advisors Inc.

1.19K

Jun 30, 25

+1.19K

0.01%

Lindbrook Capital, LLC

324

Mar 31, 25

0.00%

Riggs Capital Management LLC

2.99K

Dec 31, 24

+2.99K

0.02%

AlphaMark Advisors, LLC

375

Dec 31, 24

0.00%

RE Dickinson Investment Advisors, LLC

Dec 31, 24

-38

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-276

Raymond James Financial Services Advisors, Inc.

169.17K

Sep 30, 24

+13.18K

1.00%

RAYMOND JAMES & ASSOCIATES

17.59K

Sep 30, 24

+598

0.10%

GYL FINANCIAL SYNERGIES, LLC

Sep 30, 24

-5.88K

ARVEST TRUST CO N A

30.80K

Jun 30, 24

-1.89K

0.18%

ICA Group Wealth Management, LLC

166

Jun 30, 24

-4.28K

0.00%

Cetera Advisor Networks LLC

279.35K

Mar 31, 24

+74.37K

1.65%

Cetera Advisors LLC

23.50K

Mar 31, 24

+7.73K

0.14%

KLR INVESTMENT ADVISORS, LLC

20.53K

Mar 31, 24

-3.43K

0.12%

Crestone Asset Management LLC

4.42K

Mar 31, 24

0.03%

WADE G W & INC

25.34K

Dec 31, 23

+86

0.15%

PATHSTONE FAMILY OFFICE, LLC

62.21K

Sep 30, 23

+62.21K

0.37%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

40.06K

Sep 30, 23

-139

0.24%

Truadvice, LLC

9.05K

Sep 30, 23

+9.05K

0.05%

Windsor Group LTD

Sep 30, 23

-3.40K

V Wealth Advisors LLC

Sep 30, 23

-5.50K

Veritable, L.P.

62.70K

Jun 30, 23

-110

0.37%

Ahrens Investment Partners LLC

500

Mar 31, 23

+500

0.00%

S.C. Financial Services, Inc.

10.90K

Dec 31, 22

+170

0.06%

Hotaling Investment Management, LLC

5.88K

Dec 31, 22

0.03%

Laurel Wealth Advisors, Inc.

4.94K

Dec 31, 22

-824

0.03%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

49.97K

Sep 30, 22

+4.02K

0.30%

55I, LLC

46.19K

Sep 30, 22

+14.17K

0.27%

REGENTATLANTIC CAPITAL LLC

37.42K

Sep 30, 22

0.22%

American Portfolios Advisors

6.61K

Sep 30, 22

0.04%

WIPFLI FINANCIAL ADVISORS LLC,

2.71K

Sep 30, 22

+2.71K

0.02%

Altium Wealth Management LLC

3.86K

Jun 30, 22

+3.86K

0.02%

Cordasco Financial Network

480

Jun 30, 22

0.00%

Financial Planners of Cleveland, Inc.

Mar 31, 22

-15.82K

JD Financial Services Inc.

77.65K

Dec 31, 21

+40.34K

0.46%

NEXT Financial Group, Inc

8.16K

Dec 31, 21

+4.34K

0.05%

QUEST CAPITAL MANAGEMENT INC /ADV

6.80K

Dec 31, 21

+5.10K

0.04%

Homrich & Berg

6.98K

Sep 30, 21

0.04%

BINGHAM OSBORN & SCARBOROUGH LLC

2.06K

Sep 30, 21

0.01%

Covenant Multifamily Offices, LLC

1.90K

Sep 30, 21

0.01%

Allegiant Private Advisors, LLC

3.85K

Jun 30, 21

0.02%

Sullivan, Bruyette, Speros & Blaney, LLC

1.00K

Mar 31, 21

0.01%

First Allied Advisory Services, Inc.

7.64K

Sep 30, 20

-810

0.05%

ETRADE Capital Management LLC

2.57K

Sep 30, 20

+117

0.02%

TRADITION ASSET MANAGEMENT LLC

5.01K

Jun 30, 20

-48

0.03%

Squar Milner Financial Services LLC

5.25K

Mar 31, 20

-50

0.03%

LADENBURG THALMANN FINANCIAL SERVICES INC.

17.97K

Dec 31, 19

+139

0.11%

Advisor Group, Inc.

6.80K

Dec 31, 19

-2.07K

0.04%

TRADITION CAPITAL MANAGEMENT LLC

5.18K

Mar 31, 19

0.03%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-19.11K

Concert Wealth Management Inc.

Sep 30, 17

-6.31K

Commonwealth Equity Services, Inc

29.12K

Jun 30, 17

+3.35K

0.17%

Windsor Financial Group, LLC

5.18K

Jun 30, 17

-231

0.03%

WFG Advisors, LP

662

Jun 30, 17

0.00%

Virtu KCG Holdings LLC

Jun 30, 17

-3.65K

Kernodle & Katon Asset Management Group, LLC

Mar 31, 17

-70

MSI Financial Services Inc

2.71K

Dec 31, 16

0.02%

Argentus Capital Management, LLC

Dec 31, 16

-1.11K

Investors Capital Advisory Services

31.39K

Jun 30, 16

-320

0.19%

Carnick & Kubik, LLC

850

Mar 31, 16

+850

0.01%

ATHERTON LANE ADVISERS, LLC

10.04K

Dec 31, 15

-150

0.06%

Valentine Capital Asset Management, Inc.

150

Dec 31, 15

+150

0.00%

J.P. Turner & Co Capital Mnagement, LLC

4.25K

Sep 30, 15

-3.56K

0.03%

MANAGED ACCOUNT ADVISORS LLC

4.75K

Jun 30, 15

+1.01K

0.03%

UBS AG

46.85K

Sep 30, 14

0.28%

KMS FINANCIAL SERVICES, INC

Jun 30, 14

-4.90K

Jane Street Holding, LLC

Dec 31, 13

-4.51K

STIFEL NICOLAUS & CO INC \MO\

7.12K

Sep 30, 13

0.04%

KNIGHT CAPITAL GROUP LLC

38.83K

Jun 30, 13

+38.83K

0.23%

First Allied Securities, Inc.

1.80K

Jun 30, 12

0.01%

RBC Dominion Securities Inc.

200

Dec 31, 08

0.00%