Davis Select U.S. Equity ETF(DUSA)

$57.20—Stale · unknown old

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Davis Select U.S. Equity ETF(DUSA)

USBATS • Last print unknown ago

$57.20—Stale · unknown old

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DUSA(DUSA)

DUSA

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 139 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	4.62M	Jun 30, 26	+196.69K	21.70%
DAVIS SELECTED ADVISERS	3.40M	Jun 30, 26	--	15.99%
BANK OF AMERICA CORP /DE/	1.68M	Jun 30, 26	+44.17K	7.88%
RAYMOND JAMES FINANCIAL INC	925.84K	Jun 30, 26	+37.74K	4.35%
Kestra Advisory Services, LLC	918.49K	Jun 30, 26	+6.47K	4.32%
WELLS FARGO & COMPANY/MN	789.32K	Jun 30, 26	+16.85K	3.71%
LPL Financial LLC	705.27K	Jun 30, 26	+46.35K	3.32%
UBS Group AG	613.24K	Jun 30, 26	+22.46K	2.88%
Next Level Private LLC	461.88K	Jun 30, 26	+26.72K	2.17%
ODonnell Financial Services, LLC	459.28K	Jun 30, 26	+52.72K	2.16%
Melone Private Wealth, LLC	327.83K	Jun 30, 26	+10.25K	1.54%
ADVISOR GROUP HOLDINGS, INC.	275.20K	Jun 30, 26	+253.98K	1.29%
KESTRA PRIVATE WEALTH SERVICES, LLC	170.53K	Jun 30, 26	+990	0.80%
COMMONWEALTH EQUITY SERVICES, LLC	159.60K	Jun 30, 26	+375	0.75%
Lunt Capital Management, Inc.	156.16K	Jun 30, 26	-466	0.73%
STIFEL FINANCIAL CORP	155.28K	Jun 30, 26	+6.08K	0.73%
LEVEL FOUR ADVISORY SERVICES, LLC	138.77K	Jun 30, 26	+1.71K	0.65%
D.A. DAVIDSON & CO.	138.11K	Jun 30, 26	-1.95K	0.65%
Geneos Wealth Management Inc.	104.95K	Jun 30, 26	-1.75K	0.49%
ROYAL BANK OF CANADA	91.15K	Jun 30, 26	+11.86K	0.43%
HighPoint Advisor Group LLC	60.10K	Jun 30, 26	+6.61K	0.28%
Atria Investments, Inc	56.16K	Jun 30, 26	+50.52K	0.26%
Rockefeller Capital Management L.P.	53.41K	Jun 30, 26	-466	0.25%
TRANSCEND CAPITAL ADVISORS, LLC	49.94K	Jun 30, 26	+49.94K	0.23%
SUMMIT WEALTH GROUP LLC / CO	47.77K	Jun 30, 26	-99	0.22%
TWO SIGMA INVESTMENTS, LP	47.30K	Jun 30, 26	+47.30K	0.22%
Private Advisor Group, LLC	37.34K	Jun 30, 26	+1.98K	0.18%
JANE STREET GROUP, LLC	35.62K	Jun 30, 26	-86.69K	0.17%
IFP Advisors, Inc	35.59K	Jun 30, 26	+32.92K	0.17%
Lantz Financial LLC	32.44K	Jun 30, 26	+2.90K	0.15%
Sanctuary Advisors, LLC	31.39K	Jun 30, 26	+286	0.15%
Dorato Capital Management	30.84K	Jun 30, 26	--	0.14%
CITADEL ADVISORS LLC	28.50K	Jun 30, 26	+8.14K	0.13%
Mariner, LLC	24.09K	Jun 30, 26	-6.01K	0.11%
J.W. COLE ADVISORS, INC.	23.56K	Jun 30, 26	-1.12K	0.11%
CAPTRUST FINANCIAL ADVISORS	23.00K	Jun 30, 26	-453	0.11%
DAVENPORT & Co LLC	21.02K	Jun 30, 26	+1.63K	0.10%
Cambridge Investment Research Advisors, Inc.	18.70K	Jun 30, 26	+4.60K	0.09%
MERCER GLOBAL ADVISORS INC /ADV	18.57K	Jun 30, 26	-600	0.09%
CapWealth Advisors, LLC	17.98K	Jun 30, 26	-879	0.08%
Gladstone Institutional Advisory LLC	14.75K	Jun 30, 26	-2.19K	0.07%
Vestmark Advisory Solutions, Inc.	14.33K	Jun 30, 26	+4.14K	0.07%
Mount Yale Investment Advisors, LLC	14.32K	Jun 30, 26	+4.09K	0.07%
Regatta Research & Money Management	11.58K	Jun 30, 26	+11.58K	0.05%
Blume Capital Management, Inc.	11.13K	Jun 30, 26	-1.00K	0.05%
Focus Financial Network, Inc.	10.80K	Jun 30, 26	-2.08K	0.05%
Janney Montgomery Scott LLC	10.58K	Jun 30, 26	+2.00K	0.05%
Sigma Planning Corp	10.17K	Jun 30, 26	-1.30K	0.05%
Cetera Investment Advisers	9.82K	Jun 30, 26	+9.82K	0.05%
Capital Investment Advisory Services, LLC	9.39K	Jun 30, 26	+4.08K	0.04%
Summit Investment Advisory Services, LLC	8.42K	Jun 30, 26	--	0.04%
Great Point Wealth Advisors, LLC	7.52K	Jun 30, 26	-193	0.04%
Highland Investment Advisors LLC	7.25K	Jun 30, 26	+7.25K	0.03%
Stratos Wealth Partners, LTD.	7.23K	Jun 30, 26	+607	0.03%
Southeast Asset Advisors Inc.	7.14K	Jun 30, 26	+7.14K	0.03%
WJ Wealth Management, LLC	6.92K	Jun 30, 26	-1.19K	0.03%
Integrated Wealth Concepts LLC	6.86K	Jun 30, 26	-18.05K	0.03%
Summit Financial, LLC	6.84K	Jun 30, 26	+6.84K	0.03%
SEI INVESTMENTS CO	6.77K	Jun 30, 26	-99	0.03%
TRUIST FINANCIAL CORP	6.49K	Jun 30, 26	--	0.03%
MARATHON CAPITAL MANAGEMENT	5.90K	Jun 30, 26	+5.90K	0.03%
COMMERCE BANK	5.84K	Jun 30, 26	--	0.03%
Baird Financial Group, Inc.	5.30K	Jun 30, 26	--	0.02%
NewEdge Advisors, LLC	4.93K	Jun 30, 26	-765	0.02%
Arkadios Wealth Advisors	4.90K	Jun 30, 26	-36	0.02%
TD Waterhouse Canada Inc.	4.66K	Jun 30, 26	--	0.02%
OPPENHEIMER & CO INC	4.48K	Jun 30, 26	+4.48K	0.02%
FIFTH THIRD BANCORP	4.05K	Jun 30, 26	-208	0.02%
FIDUCIARY FINANCIAL ADVISORS	4.00K	Jun 30, 26	+4.00K	0.02%
Diligent Investors, LLC	3.66K	Jun 30, 26	+3.66K	0.02%
Steward Partners Investment Advisory, LLC	2.18K	Jun 30, 26	-7.36K	0.01%
Birchwood Financial Partners, Inc.	2.18K	Jun 30, 26	--	0.01%
Spire Wealth Management	1.05K	Jun 30, 26	--	0.00%
Allworth Financial LP	995	Jun 30, 26	--	0.00%
Millstone Evans Group, LLC	768	Jun 30, 26	--	0.00%
NorthAvenue LLC	388	Jun 30, 26	+388	0.00%
Decker Retirement Planning Inc.	326	Jun 30, 26	+326	0.00%
Kozak & Associates, Inc.	276	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	267	Jun 30, 26	--	0.00%
HARBOR INVESTMENT ADVISORY, LLC	250	Jun 30, 26	--	0.00%
Game Plan Financial Advisors, LLC	169	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	69	Jun 30, 26	--	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	50	Jun 30, 26	-450	0.00%
Buck Wealth Strategies, LLC	16	Jun 30, 26	+16	0.00%
CITIGROUP INC	14	Jun 30, 26	+14	0.00%
VSM Wealth Advisory, LLC	--	Jun 30, 26	-388	--
JPMORGAN CHASE & CO	--	Jun 30, 26	-730	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-51.19K	--
Signal Advisors Wealth, LLC	--	Jun 30, 26	-9.33K	--
Advisory Services Network, LLC	--	Jun 30, 26	-1.32K	--
DAVIS SELECTED ADVISERS	3.40M	Mar 31, 26	+16.18K	15.99%
RAYMOND JAMES FINANCIAL INC	888.11K	Mar 31, 26	+453.06K	4.18%
WELLS FARGO & COMPANY/MN	772.48K	Mar 31, 26	+344.82K	3.63%
Melone Private Wealth, LLC	317.58K	Mar 31, 26	+23.24K	1.49%
D.A. DAVIDSON & CO.	140.06K	Mar 31, 26	-2.02K	0.66%
Rockefeller Capital Management L.P.	53.87K	Mar 31, 26	+564	0.25%
Private Advisor Group, LLC	35.36K	Mar 31, 26	+250	0.17%
CITADEL ADVISORS LLC	20.35K	Mar 31, 26	+20.35K	0.10%
DAVENPORT & Co LLC	19.39K	Mar 31, 26	+809	0.09%
Gladstone Institutional Advisory LLC	16.94K	Mar 31, 26	-8.52K	0.08%
Cambridge Investment Research Advisors, Inc.	14.10K	Mar 31, 26	-631	0.07%
Sigma Planning Corp	11.47K	Mar 31, 26	-35	0.05%
Signal Advisors Wealth, LLC	9.33K	Mar 31, 26	+9.33K	0.04%
Janney Montgomery Scott LLC	8.58K	Mar 31, 26	-91	0.04%
WJ Wealth Management, LLC	8.10K	Mar 31, 26	-38.03K	0.04%
Great Point Wealth Advisors, LLC	7.71K	Mar 31, 26	+689	0.04%
SEI INVESTMENTS CO	6.87K	Mar 31, 26	+6.87K	0.03%
Stratos Wealth Partners, LTD.	6.62K	Mar 31, 26	+553	0.03%
TRUIST FINANCIAL CORP	6.49K	Mar 31, 26	-36	0.03%
COMMERCE BANK	5.84K	Mar 31, 26	--	0.03%
Atria Investments, Inc	5.64K	Mar 31, 26	-140	0.03%
Capital Investment Advisory Services, LLC	5.31K	Mar 31, 26	+5.07K	0.02%
Baird Financial Group, Inc.	5.30K	Mar 31, 26	-1	0.02%
TD Waterhouse Canada Inc.	4.66K	Mar 31, 26	+3.85K	0.02%
Spire Wealth Management	1.05K	Mar 31, 26	-1.62K	0.00%
Allworth Financial LP	995	Mar 31, 26	--	0.00%
JPMORGAN CHASE & CO	730	Mar 31, 26	--	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	500	Mar 31, 26	-32.18K	0.00%
CoreCap Advisors, LLC	267	Mar 31, 26	+267	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	69	Mar 31, 26	+69	0.00%
TUCKER ASSET MANAGEMENT LLC	--	Mar 31, 26	-205	--
CWM, LLC	--	Mar 31, 26	-929	--
Federation des caisses Desjardins du Quebec	--	Mar 31, 26	-242	--
SageView Advisory Group, LLC	--	Mar 31, 26	-100	--
COMERICA BANK	4.38K	Dec 31, 25	+181	0.02%
Kathleen S. Wright Associates Inc.	23.23K	Sep 30, 25	--	0.11%
Priebe Wealth Holdings LLC	166.31K	Jun 30, 25	+42.33K	0.78%
Sebold Capital Management, Inc.	79.35K	Jun 30, 25	+207	0.37%
First Horizon Advisors, Inc.	--	Jun 30, 25	-580	--
RAYMOND JAMES & ASSOCIATES	256.05K	Sep 30, 24	-5.15K	1.20%
Raymond James Financial Services Advisors, Inc.	68.28K	Sep 30, 24	+5.24K	0.32%
BENJAMIN F. EDWARDS & COMPANY, INC.	640	Jun 30, 24	--	0.00%
FOCUS FINANCIAL NETWORK INC /ADV	13.25K	Dec 31, 23	+13.25K	0.06%
Andesa Financial Management Inc.	152.62K	Mar 31, 23	+83.15K	0.72%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	21.77K	Sep 30, 22	+488	0.10%
BRR OpCo, LLC	12.05K	Sep 30, 22	--	0.06%
Frontier Wealth Management LLC	152.99K	Jun 30, 22	-17.25K	0.72%
Advisor Group, Inc.	9.00K	Dec 31, 19	--	0.04%
Virtu KCG Holdings LLC	17.53K	Jun 30, 17	+17.53K	0.08%

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Market Movers

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Holder

Date

Change

% Held

MORGAN STANLEY

4.62M

Jun 30, 26

+196.69K

21.70%

DAVIS SELECTED ADVISERS

3.40M

Jun 30, 26

15.99%

BANK OF AMERICA CORP /DE/

1.68M

Jun 30, 26

+44.17K

7.88%

RAYMOND JAMES FINANCIAL INC

925.84K

Jun 30, 26

+37.74K

4.35%

Kestra Advisory Services, LLC

918.49K

Jun 30, 26

+6.47K

4.32%

WELLS FARGO & COMPANY/MN

789.32K

Jun 30, 26

+16.85K

3.71%

LPL Financial LLC

705.27K

Jun 30, 26

+46.35K

3.32%

UBS Group AG

613.24K

Jun 30, 26

+22.46K

2.88%

Next Level Private LLC

461.88K

Jun 30, 26

+26.72K

2.17%

ODonnell Financial Services, LLC

459.28K

Jun 30, 26

+52.72K

2.16%

Melone Private Wealth, LLC

327.83K

Jun 30, 26

+10.25K

1.54%

ADVISOR GROUP HOLDINGS, INC.

275.20K

Jun 30, 26

+253.98K

1.29%

KESTRA PRIVATE WEALTH SERVICES, LLC

170.53K

Jun 30, 26

+990

0.80%

COMMONWEALTH EQUITY SERVICES, LLC

159.60K

Jun 30, 26

+375

0.75%

Lunt Capital Management, Inc.

156.16K

Jun 30, 26

-466

0.73%

STIFEL FINANCIAL CORP

155.28K

Jun 30, 26

+6.08K

0.73%

LEVEL FOUR ADVISORY SERVICES, LLC

138.77K

Jun 30, 26

+1.71K

0.65%

D.A. DAVIDSON & CO.

138.11K

Jun 30, 26

-1.95K

0.65%

Geneos Wealth Management Inc.

104.95K

Jun 30, 26

-1.75K

0.49%

ROYAL BANK OF CANADA

91.15K

Jun 30, 26

+11.86K

0.43%

HighPoint Advisor Group LLC

60.10K

Jun 30, 26

+6.61K

0.28%

Atria Investments, Inc

56.16K

Jun 30, 26

+50.52K

0.26%

Rockefeller Capital Management L.P.

53.41K

Jun 30, 26

-466

0.25%

TRANSCEND CAPITAL ADVISORS, LLC

49.94K

Jun 30, 26

+49.94K

0.23%

SUMMIT WEALTH GROUP LLC / CO

47.77K

Jun 30, 26

-99

0.22%

TWO SIGMA INVESTMENTS, LP

47.30K

Jun 30, 26

+47.30K

0.22%

Private Advisor Group, LLC

37.34K

Jun 30, 26

+1.98K

0.18%

JANE STREET GROUP, LLC

35.62K

Jun 30, 26

-86.69K

0.17%

IFP Advisors, Inc

35.59K

Jun 30, 26

+32.92K

0.17%

Lantz Financial LLC

32.44K

Jun 30, 26

+2.90K

0.15%

Sanctuary Advisors, LLC

31.39K

Jun 30, 26

+286

0.15%

Dorato Capital Management

30.84K

Jun 30, 26

0.14%

CITADEL ADVISORS LLC

28.50K

Jun 30, 26

+8.14K

0.13%

Mariner, LLC

24.09K

Jun 30, 26

-6.01K

0.11%

J.W. COLE ADVISORS, INC.

23.56K

Jun 30, 26

-1.12K

0.11%

CAPTRUST FINANCIAL ADVISORS

23.00K

Jun 30, 26

-453

0.11%

DAVENPORT & Co LLC

21.02K

Jun 30, 26

+1.63K

0.10%

Cambridge Investment Research Advisors, Inc.

18.70K

Jun 30, 26

+4.60K

0.09%

MERCER GLOBAL ADVISORS INC /ADV

18.57K

Jun 30, 26

-600

0.09%

CapWealth Advisors, LLC

17.98K

Jun 30, 26

-879

0.08%

Gladstone Institutional Advisory LLC

14.75K

Jun 30, 26

-2.19K

0.07%

Vestmark Advisory Solutions, Inc.

14.33K

Jun 30, 26

+4.14K

0.07%

Mount Yale Investment Advisors, LLC

14.32K

Jun 30, 26

+4.09K

0.07%

Regatta Research & Money Management

11.58K

Jun 30, 26

+11.58K

0.05%

Blume Capital Management, Inc.

11.13K

Jun 30, 26

-1.00K

0.05%

Focus Financial Network, Inc.

10.80K

Jun 30, 26

-2.08K

0.05%

Janney Montgomery Scott LLC

10.58K

Jun 30, 26

+2.00K

0.05%

Sigma Planning Corp

10.17K

Jun 30, 26

-1.30K

0.05%

Cetera Investment Advisers

9.82K

Jun 30, 26

+9.82K

0.05%

Capital Investment Advisory Services, LLC

9.39K

Jun 30, 26

+4.08K

0.04%

Summit Investment Advisory Services, LLC

8.42K

Jun 30, 26

0.04%

Great Point Wealth Advisors, LLC

7.52K

Jun 30, 26

-193

0.04%

Highland Investment Advisors LLC

7.25K

Jun 30, 26

+7.25K

0.03%

Stratos Wealth Partners, LTD.

7.23K

Jun 30, 26

+607

0.03%

Southeast Asset Advisors Inc.

7.14K

Jun 30, 26

+7.14K

0.03%

WJ Wealth Management, LLC

6.92K

Jun 30, 26

-1.19K

0.03%

Integrated Wealth Concepts LLC

6.86K

Jun 30, 26

-18.05K

0.03%

Summit Financial, LLC

6.84K

Jun 30, 26

+6.84K

0.03%

SEI INVESTMENTS CO

6.77K

Jun 30, 26

-99

0.03%

TRUIST FINANCIAL CORP

6.49K

Jun 30, 26

0.03%

MARATHON CAPITAL MANAGEMENT

5.90K

Jun 30, 26

+5.90K

0.03%

COMMERCE BANK

5.84K

Jun 30, 26

0.03%

Baird Financial Group, Inc.

5.30K

Jun 30, 26

0.02%

NewEdge Advisors, LLC

4.93K

Jun 30, 26

-765

0.02%

Arkadios Wealth Advisors

4.90K

Jun 30, 26

-36

0.02%

TD Waterhouse Canada Inc.

4.66K

Jun 30, 26

0.02%

OPPENHEIMER & CO INC

4.48K

Jun 30, 26

+4.48K

0.02%

FIFTH THIRD BANCORP

4.05K

Jun 30, 26

-208

0.02%

FIDUCIARY FINANCIAL ADVISORS

4.00K

Jun 30, 26

+4.00K

0.02%

Diligent Investors, LLC

3.66K

Jun 30, 26

+3.66K

0.02%

Steward Partners Investment Advisory, LLC

2.18K

Jun 30, 26

-7.36K

0.01%

Birchwood Financial Partners, Inc.

2.18K

Jun 30, 26

0.01%

Spire Wealth Management

1.05K

Jun 30, 26

0.00%

Allworth Financial LP

995

Jun 30, 26

0.00%

Millstone Evans Group, LLC

768

Jun 30, 26

0.00%

NorthAvenue LLC

388

Jun 30, 26

+388

0.00%

Decker Retirement Planning Inc.

326

Jun 30, 26

+326

0.00%

Kozak & Associates, Inc.

276

Jun 30, 26

0.00%

CoreCap Advisors, LLC

267

Jun 30, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

250

Jun 30, 26

0.00%

Game Plan Financial Advisors, LLC

169

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Jun 30, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Jun 30, 26

-450

0.00%

Buck Wealth Strategies, LLC

Jun 30, 26

+16

0.00%

CITIGROUP INC

Jun 30, 26

+14

0.00%

VSM Wealth Advisory, LLC

Jun 30, 26

-388

JPMORGAN CHASE & CO

Jun 30, 26

-730

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-51.19K

Signal Advisors Wealth, LLC

Jun 30, 26

-9.33K

Advisory Services Network, LLC

Jun 30, 26

-1.32K

DAVIS SELECTED ADVISERS

3.40M

Mar 31, 26

+16.18K

15.99%

RAYMOND JAMES FINANCIAL INC

888.11K

Mar 31, 26

+453.06K

4.18%

WELLS FARGO & COMPANY/MN

772.48K

Mar 31, 26

+344.82K

3.63%

Melone Private Wealth, LLC

317.58K

Mar 31, 26

+23.24K

1.49%

D.A. DAVIDSON & CO.

140.06K

Mar 31, 26

-2.02K

0.66%

Rockefeller Capital Management L.P.

53.87K

Mar 31, 26

+564

0.25%

Private Advisor Group, LLC

35.36K

Mar 31, 26

+250

0.17%

CITADEL ADVISORS LLC

20.35K

Mar 31, 26

+20.35K

0.10%

DAVENPORT & Co LLC

19.39K

Mar 31, 26

+809

0.09%

Gladstone Institutional Advisory LLC

16.94K

Mar 31, 26

-8.52K

0.08%

Cambridge Investment Research Advisors, Inc.

14.10K

Mar 31, 26

-631

0.07%

Sigma Planning Corp

11.47K

Mar 31, 26

-35

0.05%

Signal Advisors Wealth, LLC

9.33K

Mar 31, 26

+9.33K

0.04%

Janney Montgomery Scott LLC

8.58K

Mar 31, 26

-91

0.04%

WJ Wealth Management, LLC

8.10K

Mar 31, 26

-38.03K

0.04%

Great Point Wealth Advisors, LLC

7.71K

Mar 31, 26

+689

0.04%

SEI INVESTMENTS CO

6.87K

Mar 31, 26

+6.87K

0.03%

Stratos Wealth Partners, LTD.

6.62K

Mar 31, 26

+553

0.03%

TRUIST FINANCIAL CORP

6.49K

Mar 31, 26

-36

0.03%

COMMERCE BANK

5.84K

Mar 31, 26

0.03%

Atria Investments, Inc

5.64K

Mar 31, 26

-140

0.03%

Capital Investment Advisory Services, LLC

5.31K

Mar 31, 26

+5.07K

0.02%

Baird Financial Group, Inc.

5.30K

Mar 31, 26

-1

0.02%

TD Waterhouse Canada Inc.

4.66K

Mar 31, 26

+3.85K

0.02%

Spire Wealth Management

1.05K

Mar 31, 26

-1.62K

0.00%

Allworth Financial LP

995

Mar 31, 26

0.00%

JPMORGAN CHASE & CO

730

Mar 31, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

500

Mar 31, 26

-32.18K

0.00%

CoreCap Advisors, LLC

267

Mar 31, 26

+267

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Mar 31, 26

+69

0.00%

TUCKER ASSET MANAGEMENT LLC

Mar 31, 26

-205

CWM, LLC

Mar 31, 26

-929

Federation des caisses Desjardins du Quebec

Mar 31, 26

-242

SageView Advisory Group, LLC

Mar 31, 26

-100

COMERICA BANK

4.38K

Dec 31, 25

+181

0.02%

Kathleen S. Wright Associates Inc.

23.23K

Sep 30, 25

0.11%

Priebe Wealth Holdings LLC

166.31K

Jun 30, 25

+42.33K

0.78%

Sebold Capital Management, Inc.

79.35K

Jun 30, 25

+207

0.37%

First Horizon Advisors, Inc.

Jun 30, 25

-580

RAYMOND JAMES & ASSOCIATES

256.05K

Sep 30, 24

-5.15K

1.20%

Raymond James Financial Services Advisors, Inc.

68.28K

Sep 30, 24

+5.24K

0.32%

BENJAMIN F. EDWARDS & COMPANY, INC.

640

Jun 30, 24

0.00%

FOCUS FINANCIAL NETWORK INC /ADV

13.25K

Dec 31, 23

+13.25K

0.06%

Andesa Financial Management Inc.

152.62K

Mar 31, 23

+83.15K

0.72%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

21.77K

Sep 30, 22

+488

0.10%

BRR OpCo, LLC

12.05K

Sep 30, 22

0.06%

Frontier Wealth Management LLC

152.99K

Jun 30, 22

-17.25K

0.72%

Advisor Group, Inc.

9.00K

Dec 31, 19

0.04%

Virtu KCG Holdings LLC

17.53K

Jun 30, 17

+17.53K

0.08%