EFAX(EFAX)
EFAX
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Betterment LLC | 1.47M | Jun 30, 26 | +42.91K | 16.06% |
| Gemmer Asset Management LLC | 713.53K | Jun 30, 26 | +19.05K | 7.77% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 331.50K | Jun 30, 26 | -17.74K | 3.61% |
| BANK OF AMERICA CORP /DE/ | 254.53K | Jun 30, 26 | +19.91K | 2.77% |
| BAILARD, INC. | 251.57K | Jun 30, 26 | +16.55K | 2.74% |
| Windmill Hill Asset Management Ltd | 227.94K | Jun 30, 26 | -- | 2.48% |
| Leith Wheeler Investment Counsel Ltd. | 225.90K | Jun 30, 26 | +225.90K | 2.46% |
| Rockefeller Capital Management L.P. | 166.46K | Jun 30, 26 | -- | 1.81% |
| Kingsview Wealth Management, LLC | 164.98K | Jun 30, 26 | +164.98K | 1.80% |
| SCS Capital Management LLC | 138.93K | Jun 30, 26 | +132.15K | 1.51% |
| LPL Financial LLC | 122.39K | Jun 30, 26 | +2.62K | 1.33% |
| Cerity Partners LLC | 121.86K | Jun 30, 26 | +124 | 1.33% |
| SEI INVESTMENTS CO | 121.42K | Jun 30, 26 | +1.11K | 1.32% |
| Miracle Mile Advisors, LLC | 90.91K | Jun 30, 26 | -2.06K | 0.99% |
| FLOW TRADERS U.S. LLC | 77.17K | Jun 30, 26 | +40.00K | 0.84% |
| ROYAL BANK OF CANADA | 73.58K | Jun 30, 26 | -1.15K | 0.80% |
| Mariner, LLC | 61.23K | Jun 30, 26 | -12.17K | 0.67% |
| MERCER GLOBAL ADVISORS INC /ADV | 60.85K | Jun 30, 26 | +29.96K | 0.66% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 56.09K | Jun 30, 26 | -39.91K | 0.61% |
| NEPC LLC | 53.26K | Jun 30, 26 | -- | 0.58% |
| JANE STREET GROUP, LLC | 52.62K | Jun 30, 26 | -332 | 0.57% |
| Values Added Financial LLC | 50.52K | Jun 30, 26 | -6.55K | 0.55% |
| XPONANCE, INC. | 49.14K | Jun 30, 26 | +7.98K | 0.54% |
| HARBOUR INVESTMENTS, INC. | 36.77K | Jun 30, 26 | -257 | 0.40% |
| TIFF ADVISORY SERVICES INC | 33.09K | Jun 30, 26 | +1.36K | 0.36% |
| OXFORD FINANCIAL GROUP LTD | 31.69K | Jun 30, 26 | +12.15K | 0.35% |
| AGF MANAGEMENT LTD | 25.52K | Jun 30, 26 | +315 | 0.28% |
| CAMELOT TECHNOLOGY ADVISORS, INC. | 25.48K | Jun 30, 26 | +4.64K | 0.28% |
| MARQUETTE ASSOCIATES, INC. | 23.04K | Jun 30, 26 | -982 | 0.25% |
| BRADLEY FOSTER & SARGENT INC/CT | 22.13K | Jun 30, 26 | -- | 0.24% |
| PROFFITT & GOODSON INC | 20.81K | Jun 30, 26 | +840 | 0.23% |
| Equitable Holdings, Inc. | 19.84K | Jun 30, 26 | -1.92K | 0.22% |
| Whipplewood Advisors, LLC | 19.62K | Jun 30, 26 | +422 | 0.21% |
| JPMORGAN CHASE & CO | 18.34K | Jun 30, 26 | -200 | 0.20% |
| HighTower Advisors, LLC | 17.27K | Jun 30, 26 | -895 | 0.19% |
| ADVISOR GROUP HOLDINGS, INC. | 16.18K | Jun 30, 26 | -171 | 0.18% |
| Bond & Devick Financial Network, Inc. | 14.91K | Jun 30, 26 | +3.43K | 0.16% |
| Beacon Pointe Advisors, LLC | 13.38K | Jun 30, 26 | +40 | 0.15% |
| MASECO LLP | 12.28K | Jun 30, 26 | -- | 0.13% |
| NewEdge Advisors, LLC | 12.17K | Jun 30, 26 | -274 | 0.13% |
| Advisory Solutions Group, LLC | 11.61K | Jun 30, 26 | +11.61K | 0.13% |
| GGM Financials LLC | 11.24K | Jun 30, 26 | +11.24K | 0.12% |
| RETIREMENT INCOME SOLUTIONS, INC | 10.53K | Jun 30, 26 | -- | 0.11% |
| AQR CAPITAL MANAGEMENT LLC | 10.05K | Jun 30, 26 | -- | 0.11% |
| Operose Advisors LLC | 9.59K | Jun 30, 26 | +144 | 0.10% |
| SRS Capital Advisors, Inc. | 8.80K | Jun 30, 26 | +8.80K | 0.10% |
| RAYMOND JAMES FINANCIAL INC | 8.46K | Jun 30, 26 | -415 | 0.09% |
| Hobbs Group Advisors, LLC | 8.38K | Jun 30, 26 | -452 | 0.09% |
| Choate Investment Advisors | 8.38K | Jun 30, 26 | +997 | 0.09% |
| Bridgewater Advisors Inc. | 8.11K | Jun 30, 26 | -164 | 0.09% |
| Insight Advisors, LLC/ PA | 8.09K | Jun 30, 26 | +524 | 0.09% |
| Parkwoods Wealth Partners, LLC | 7.96K | Jun 30, 26 | +7.96K | 0.09% |
| Boyd Wealth Management, LLC | 7.69K | Jun 30, 26 | -476 | 0.08% |
| William Mack & Associates, Inc. | 7.41K | Jun 30, 26 | +748 | 0.08% |
| eCIO, Inc. | 7.38K | Jun 30, 26 | +91 | 0.08% |
| Key FInancial Inc | 7.21K | Jun 30, 26 | -- | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 7.18K | Jun 30, 26 | +45 | 0.08% |
| Aufman Associates Inc | 7.07K | Jun 30, 26 | +106 | 0.08% |
| Creative Planning | 7.02K | Jun 30, 26 | +119 | 0.08% |
| Steel Peak Wealth Management LLC | 6.52K | Jun 30, 26 | -- | 0.07% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 6.01K | Jun 30, 26 | -925 | 0.07% |
| Clarion Wealth Managment Partners, LLC | 5.87K | Jun 30, 26 | +25 | 0.06% |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 5.70K | Jun 30, 26 | -- | 0.06% |
| CITADEL ADVISORS LLC | 5.66K | Jun 30, 26 | -103.89K | 0.06% |
| Diversified Enterprises, LLC | 5.64K | Jun 30, 26 | +186 | 0.06% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 5.53K | Jun 30, 26 | +155 | 0.06% |
| Ethic Inc. | 5.14K | Jun 30, 26 | +5.14K | 0.06% |
| GenTrust, LLC | 4.73K | Jun 30, 26 | -110 | 0.05% |
| First Bancorp, Inc /ME/ | 4.57K | Jun 30, 26 | -- | 0.05% |
| Blue Zone Wealth Advisors, LLC | 4.56K | Jun 30, 26 | -- | 0.05% |
| BURNS J W & CO INC/NY | 4.55K | Jun 30, 26 | -- | 0.05% |
| Wealthfront Advisers LLC | 4.21K | Jun 30, 26 | +4.21K | 0.05% |
| ARCADIA INVESTMENT ADVISORS LLC | 3.92K | Jun 30, 26 | -- | 0.04% |
| Stonehearth Capital Management, LLC | 3.87K | Jun 30, 26 | +3.87K | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | 3.79K | Jun 30, 26 | -2.15K | 0.04% |
| PNC FINANCIAL SERVICES GROUP, INC. | 3.75K | Jun 30, 26 | -2.20K | 0.04% |
| FMR LLC | 3.66K | Jun 30, 26 | +1.87K | 0.04% |
| Sankala Group LLC | 3.00K | Jun 30, 26 | +5 | 0.03% |
| Robinswood Financial LLC | 2.37K | Jun 30, 26 | +380 | 0.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.82K | Jun 30, 26 | +150 | 0.02% |
| MORGAN STANLEY | 1.70K | Jun 30, 26 | -- | 0.02% |
| N.E.W. Advisory Services LLC | 1.61K | Jun 30, 26 | -218 | 0.02% |
| Institute for Wealth Management, LLC. | 1.53K | Jun 30, 26 | +1.53K | 0.02% |
| AdvisorNet Financial, Inc | 872 | Jun 30, 26 | +38 | 0.01% |
| Golden State Wealth Management, LLC | 761 | Jun 30, 26 | +11 | 0.01% |
| Brooklyn FI, LLC | 731 | Jun 30, 26 | +731 | 0.01% |
| TD Waterhouse Canada Inc. | 479 | Jun 30, 26 | -239 | 0.01% |
| EVERMAY WEALTH MANAGEMENT LLC | 421 | Jun 30, 26 | -- | 0.00% |
| UBS Group AG | 392 | Jun 30, 26 | -1.22K | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 355 | Jun 30, 26 | +5 | 0.00% |
| Cedar Mountain Advisors, LLC | 320 | Jun 30, 26 | -- | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 300 | Jun 30, 26 | -- | 0.00% |
| Cranbrook Wealth Management, LLC | 228 | Jun 30, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 210 | Jun 30, 26 | +210 | 0.00% |
| Continuum Advisory, LLC | 68 | Jun 30, 26 | +68 | 0.00% |
| Geneos Wealth Management Inc. | 34 | Jun 30, 26 | -- | 0.00% |
| Dunhill Financial, LLC | 15 | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | -- | Jun 30, 26 | -12 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -355 | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -296 | -- |
| GW&K Investment Management, LLC | -- | Jun 30, 26 | -962 | -- |
| McIlrath & Eck, LLC | 7.21K | Mar 31, 26 | -43 | 0.08% |
| CWM, LLC | 96 | Mar 31, 26 | +96 | 0.00% |
| FIRST NATIONAL CORP /MA/ /ADV | 13.31K | Sep 30, 25 | -471 | 0.14% |
| Glenmede Investment Management, LP | -- | Sep 30, 25 | -640 | -- |
| Sensible Financial Planning & Management, LLC. | -- | Sep 30, 25 | -13.87K | -- |
| Good Life Advisors, LLC | 12.90K | Jun 30, 25 | +5.53K | 0.14% |
| AVANTAX ADVISORY SERVICES, INC. | -- | Jun 30, 25 | -5.69K | -- |
| LAKE STREET ADVISORS GROUP, LLC | 626.29K | Dec 31, 24 | +263 | 6.82% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 30.42K | Sep 30, 23 | +3.05K | 0.33% |
| FOSTER DYKEMA CABOT & CO INC/MA | 5.69K | Sep 30, 23 | -- | 0.06% |
| Endurance Wealth Management, Inc. | 1.60K | Jun 30, 23 | -- | 0.02% |
| Sargent Bickham Lagudis LLC | 2.44K | Dec 31, 22 | -- | 0.03% |
| Biltmore Capital Advisors LLC | 3.18K | Dec 31, 21 | -- | 0.03% |
| BINGHAM OSBORN & SCARBOROUGH LLC | 19.59K | Sep 30, 21 | -- | 0.21% |
| BEL AIR INVESTMENT ADVISORS LLC | 4.71K | Jun 30, 21 | +4.71K | 0.05% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 3.33K | Dec 31, 19 | +107 | 0.04% |
| Advisor Group, Inc. | 512 | Dec 31, 19 | +512 | 0.01% |
| Virtu KCG Holdings LLC | 9.26K | Jun 30, 17 | +9.26K | 0.10% |