EMGF(EMGF)
EMGF
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 3.01M | Mar 31, 26 | -- | 11.49% |
| JPMORGAN CHASE & CO | 2.83M | Mar 31, 26 | -126.21K | 10.79% |
| Strategic Financial Services, Inc, | 1.89M | Mar 31, 26 | -2.96K | 7.19% |
| Dynasty Wealth Management, LLC | 1.59M | Mar 31, 26 | +276.65K | 6.06% |
| SAGESPRING WEALTH PARTNERS, LLC | 1.38M | Mar 31, 26 | +191.41K | 5.27% |
| WELLS FARGO & COMPANY/MN | 1.27M | Mar 31, 26 | +174.77K | 4.84% |
| MORGAN STANLEY | 837.60K | Mar 31, 26 | +22.96K | 3.19% |
| LPL Financial LLC | 740.68K | Mar 31, 26 | +12.83K | 2.82% |
| FMR LLC | 721.65K | Mar 31, 26 | -51.03K | 2.75% |
| Ascent Group, LLC | 718.43K | Mar 31, 26 | -333.00K | 2.74% |
| RAYMOND JAMES FINANCIAL INC | 613.65K | Mar 31, 26 | +31.06K | 2.34% |
| AMERIPRISE FINANCIAL INC | 608.96K | Mar 31, 26 | +92.13K | 2.32% |
| Annex Advisory Services, LLC | 591.85K | Mar 31, 26 | +591.85K | 2.26% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 586.20K | Mar 31, 26 | +586.20K | 2.23% |
| Pure Financial Advisors, LLC | 583.39K | Mar 31, 26 | +10.29K | 2.22% |
| CWM, LLC | 561.57K | Mar 31, 26 | -113.96K | 2.14% |
| ENVESTNET ASSET MANAGEMENT INC | 468.17K | Mar 31, 26 | +84.05K | 1.78% |
| Larson Financial Group LLC | 395.53K | Mar 31, 26 | +27.40K | 1.51% |
| Dynamic Advisor Solutions LLC | 322.18K | Mar 31, 26 | +10.34K | 1.23% |
| BANK OF AMERICA CORP /DE/ | 296.32K | Mar 31, 26 | +46.97K | 1.13% |
| Equitable Holdings, Inc. | 280.21K | Mar 31, 26 | +9.49K | 1.07% |
| OLD MISSION CAPITAL LLC | 270.71K | Mar 31, 26 | +240.25K | 1.03% |
| Stokes Family Office, LLC | 208.30K | Mar 31, 26 | -113.01K | 0.79% |
| JT Stratford LLC | 186.84K | Mar 31, 26 | -4.96K | 0.71% |
| Callan Family Office, LLC | 162.91K | Mar 31, 26 | +28.12K | 0.62% |
| Frontier Asset Management, LLC | 160.28K | Mar 31, 26 | +1.76K | 0.61% |
| MERCER GLOBAL ADVISORS INC /ADV | 155.36K | Mar 31, 26 | -7.13K | 0.59% |
| Hixon Zuercher, LLC | 147.66K | Mar 31, 26 | -15.46K | 0.56% |
| Amplius Wealth Advisors, LLC | 142.84K | Mar 31, 26 | +142.84K | 0.54% |
| Foundations Investment Advisors, LLC | 141.86K | Mar 31, 26 | -19.36K | 0.54% |
| Integrated Wealth Concepts LLC | 134.75K | Mar 31, 26 | +115.15K | 0.51% |
| Private Advisor Group, LLC | 131.53K | Mar 31, 26 | -28.11K | 0.50% |
| Armbruster Capital Management, Inc. | 131.23K | Mar 31, 26 | -1.47K | 0.50% |
| Weil Company, Inc. | 130.20K | Mar 31, 26 | +9.03K | 0.50% |
| COMMONWEALTH EQUITY SERVICES, LLC | 119.43K | Mar 31, 26 | +8.11K | 0.46% |
| Federation des caisses Desjardins du Quebec | 118.19K | Mar 31, 26 | +8.44K | 0.45% |
| AlphaCore Capital LLC | 110.89K | Mar 31, 26 | -9.44K | 0.42% |
| Modern Wealth Management, LLC | 108.41K | Mar 31, 26 | -332 | 0.41% |
| Systelligence, LLC | 106.41K | Mar 31, 26 | -87.90K | 0.41% |
| RHS Financial, LLC | 103.82K | Mar 31, 26 | -2.09K | 0.40% |
| EXCHANGE TRADED CONCEPTS, LLC | 100.72K | Mar 31, 26 | -49.31K | 0.38% |
| ARQ WEALTH ADVISORS, LLC | 87.81K | Mar 31, 26 | +1.64K | 0.33% |
| Farther Finance Advisors, LLC | 81.36K | Mar 31, 26 | +1.29K | 0.31% |
| Vise Technologies, Inc. | 76.63K | Mar 31, 26 | -- | 0.29% |
| Cetera Investment Advisers | 76.00K | Mar 31, 26 | +2.69K | 0.29% |
| Cerity Partners LLC | 72.89K | Mar 31, 26 | -18.49K | 0.28% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 71.00K | Mar 31, 26 | +27.04K | 0.27% |
| Beirne Wealth Consulting Services, LLC | 68.92K | Mar 31, 26 | +28.75K | 0.26% |
| JANE STREET GROUP, LLC | 65.73K | Mar 31, 26 | -134.26K | 0.25% |
| Veridan Wealth LLC | 64.41K | Mar 31, 26 | +1.36K | 0.25% |
| LifeGoal Wealth Advisors | 63.76K | Mar 31, 26 | +6.62K | 0.24% |
| UNIQUE WEALTH, LLC | 63.64K | Mar 31, 26 | -12.19K | 0.24% |
| Sanctuary Advisors, LLC | 63.35K | Mar 31, 26 | +9.38K | 0.24% |
| PARK AVENUE SECURITIES LLC | 62.41K | Mar 31, 26 | +10.47K | 0.24% |
| BANK OF MONTREAL /CAN/ | 58.73K | Mar 31, 26 | +2.14K | 0.22% |
| Keebeck Wealth Management, LLC | 53.04K | Mar 31, 26 | +1.36K | 0.20% |
| ADVISOR GROUP HOLDINGS, INC. | 52.99K | Mar 31, 26 | +2.42K | 0.20% |
| Beacon Pointe Advisors, LLC | 52.09K | Mar 31, 26 | +10.45K | 0.20% |
| U.S. Capital Wealth Advisors, LLC | 49.23K | Mar 31, 26 | +34.95K | 0.19% |
| HighTower Advisors, LLC | 47.97K | Mar 31, 26 | -781 | 0.18% |
| Mariner, LLC | 47.95K | Mar 31, 26 | +444 | 0.18% |
| Intrua Financial, LLC | 41.10K | Mar 31, 26 | +3.75K | 0.16% |
| Quotient Wealth Partners, LLC | 40.01K | Mar 31, 26 | +3.42K | 0.15% |
| Ullmann Wealth Partners Group, LLC | 38.70K | Mar 31, 26 | -8.50K | 0.15% |
| THRIVENT FINANCIAL FOR LUTHERANS | 38.36K | Mar 31, 26 | -11.62K | 0.15% |
| WETZEL INVESTMENT ADVISORS, INC. | 35.65K | Mar 31, 26 | +14.80K | 0.14% |
| 5T Wealth, LLC | 34.34K | Mar 31, 26 | -5.26K | 0.13% |
| Kingsview Wealth Management, LLC | 31.94K | Mar 31, 26 | +1.69K | 0.12% |
| One Wealth Advisors, LLC | 31.70K | Mar 31, 26 | -1.29K | 0.12% |
| PFG Advisors | 31.58K | Mar 31, 26 | -30.70K | 0.12% |
| YHB Investment Advisors, Inc. | 30.71K | Mar 31, 26 | +30.71K | 0.12% |
| CITADEL ADVISORS LLC | 28.36K | Mar 31, 26 | +12.04K | 0.11% |
| Goldstein Advisors, LLC | 27.66K | Mar 31, 26 | +11.33K | 0.11% |
| Independent Advisor Alliance | 25.33K | Mar 31, 26 | +25.33K | 0.10% |
| Hibernia Wealth Partners, LLC | 24.65K | Mar 31, 26 | +10.27K | 0.09% |
| Horst & Graben Wealth Management LLC | 24.12K | Mar 31, 26 | +946 | 0.09% |
| Riverpoint Wealth Management Holdings, LLC | 23.61K | Mar 31, 26 | +23.61K | 0.09% |
| Kestra Advisory Services, LLC | 23.15K | Mar 31, 26 | +551 | 0.09% |
| First Citizens Financial Corp | 22.86K | Mar 31, 26 | +3.72K | 0.09% |
| Stonebridge Wealth Management, LLC | 22.75K | Mar 31, 26 | +6 | 0.09% |
| Stratos Wealth Partners, LTD. | 22.45K | Mar 31, 26 | +1.62K | 0.09% |
| KINGSWOOD WEALTH ADVISORS, LLC | 21.64K | Mar 31, 26 | +1.13K | 0.08% |
| Hirtle Callaghan & Co LLC | 21.31K | Mar 31, 26 | -- | 0.08% |
| KICKSTAND VENTURES, LLC. | 20.26K | Mar 31, 26 | -2.26K | 0.08% |
| UBS Group AG | 19.55K | Mar 31, 26 | -13.68K | 0.07% |
| Strategic Blueprint, LLC | 19.29K | Mar 31, 26 | +1.28K | 0.07% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 18.98K | Mar 31, 26 | -2.37K | 0.07% |
| TSA Wealth Managment LLC | 18.84K | Mar 31, 26 | -1.16K | 0.07% |
| Empirical Asset Management, LLC | 18.74K | Mar 31, 26 | -1.37K | 0.07% |
| CAPTRUST FINANCIAL ADVISORS | 18.44K | Mar 31, 26 | -298 | 0.07% |
| Resources Investment Advisors, LLC. | 17.11K | Mar 31, 26 | +17.11K | 0.07% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 17.05K | Mar 31, 26 | +17.05K | 0.06% |
| Traveka Wealth, LLC | 15.36K | Mar 31, 26 | +2.31K | 0.06% |
| Gallacher Capital Management LLC | 15.01K | Mar 31, 26 | -1.18K | 0.06% |
| Clearwater Capital Advisors, LLC | 15.01K | Mar 31, 26 | -328 | 0.06% |
| Wealth Alliance | 15.00K | Mar 31, 26 | -146 | 0.06% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 14.69K | Mar 31, 26 | -690 | 0.06% |
| Lansing Street Advisors | 14.22K | Mar 31, 26 | -17 | 0.05% |
| Cypress Wealth Services, LLC | 12.54K | Mar 31, 26 | +544 | 0.05% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 12.36K | Mar 31, 26 | -3.05K | 0.05% |
| Inspire Advisors, LLC | 12.36K | Mar 31, 26 | +12.36K | 0.05% |
| Cyndeo Wealth Partners, LLC | 12.10K | Mar 31, 26 | -8.21K | 0.05% |
| BEACON FINANCIAL GROUP | 11.24K | Mar 31, 26 | +92 | 0.04% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 10.87K | Mar 31, 26 | +1.50K | 0.04% |
| Cambridge Investment Research Advisors, Inc. | 10.72K | Mar 31, 26 | +4.70K | 0.04% |
| Williams & Novak, LLC | 9.50K | Mar 31, 26 | -830 | 0.04% |
| J.W. COLE ADVISORS, INC. | 9.49K | Mar 31, 26 | +423 | 0.04% |
| ROYAL BANK OF CANADA | 8.84K | Mar 31, 26 | +1.69K | 0.03% |
| FIFTH THIRD BANCORP | 8.67K | Mar 31, 26 | +8.45K | 0.03% |
| BOURGEON CAPITAL MANAGEMENT LLC | 8.61K | Mar 31, 26 | -3.48K | 0.03% |
| Heck Capital Advisors, LLC | 8.55K | Mar 31, 26 | -27.44K | 0.03% |
| Worth Asset Management, LLC | 8.38K | Mar 31, 26 | +8.38K | 0.03% |
| Atomi Financial Group, Inc. | 8.36K | Mar 31, 26 | -4.55K | 0.03% |
| PRIVATE TRUST CO NA | 8.21K | Mar 31, 26 | +6.44K | 0.03% |
| Affinity Capital Advisors, LLC | 8.13K | Mar 31, 26 | -1.90K | 0.03% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8.06K | Mar 31, 26 | +8.06K | 0.03% |
| KM Capital Management Ltd. | 7.60K | Mar 31, 26 | -316 | 0.03% |
| NewEdge Advisors, LLC | 7.14K | Mar 31, 26 | +2.04K | 0.03% |
| Patriot Financial Group Insurance Agency, LLC | 7.13K | Mar 31, 26 | +2.58K | 0.03% |
| Merit Financial Group, LLC | 6.91K | Mar 31, 26 | -3.24K | 0.03% |
| AQR CAPITAL MANAGEMENT LLC | 6.90K | Mar 31, 26 | +2.83K | 0.03% |
| Csenge Advisory Group | 6.36K | Mar 31, 26 | +1.38K | 0.02% |
| Quantinno Capital Management LP | 5.99K | Mar 31, 26 | +5.99K | 0.02% |
| Atlas Legacy Advisors, LLC | 5.90K | Mar 31, 26 | -- | 0.02% |
| Barnes Wealth Management Group, Inc | 5.80K | Mar 31, 26 | -100 | 0.02% |
| Advisory Services Network, LLC | 5.78K | Mar 31, 26 | +622 | 0.02% |
| ASSETMARK, INC | 5.59K | Mar 31, 26 | +218 | 0.02% |
| Seed Wealth Management, Inc. | 5.50K | Mar 31, 26 | -- | 0.02% |
| Aspire Private Capital, LLC | 5.47K | Mar 31, 26 | +530 | 0.02% |
| NOVEM GROUP | 5.42K | Mar 31, 26 | -1.11K | 0.02% |
| IFP Advisors, Inc | 5.16K | Mar 31, 26 | -43 | 0.02% |
| SCOTIA CAPITAL INC. | 5.15K | Mar 31, 26 | -- | 0.02% |
| Jordan Park Group LLC | 5.12K | Mar 31, 26 | -- | 0.02% |
| Financial Freedom, LLC | 5.09K | Mar 31, 26 | -8.07K | 0.02% |
| MML INVESTORS SERVICES, LLC | 5.08K | Mar 31, 26 | +231 | 0.02% |
| McAdam, LLC | 4.89K | Mar 31, 26 | +203 | 0.02% |
| Envestnet Portfolio Solutions, Inc. | 4.84K | Mar 31, 26 | -230 | 0.02% |
| PRINCIPAL SECURITIES, INC. | 4.59K | Mar 31, 26 | +320 | 0.02% |
| Hoxton Planning & Management, LLC | 4.47K | Mar 31, 26 | -412 | 0.02% |
| Creative Planning | 4.47K | Mar 31, 26 | +4.47K | 0.02% |
| Ascent Wealth Partners, LLC | 4.46K | Mar 31, 26 | -- | 0.02% |
| PUREfi Wealth, LLC | 4.35K | Mar 31, 26 | +4.35K | 0.02% |
| FIRETHORN WEALTH PARTNERS, LLC | 4.30K | Mar 31, 26 | -51 | 0.02% |
| Ridgeline Wealth, LLC | 4.03K | Mar 31, 26 | -58 | 0.02% |
| Mayflower Financial Advisors, LLC | 3.94K | Mar 31, 26 | -4.96K | 0.02% |
| KELLY FINANCIAL GROUP LLC | 3.85K | Mar 31, 26 | +284 | 0.01% |
| CABOT WEALTH MANAGEMENT INC | 3.79K | Mar 31, 26 | +48 | 0.01% |
| Acropolis Investment Management, LLC | 3.60K | Mar 31, 26 | -- | 0.01% |
| SEEDS INVESTOR LLC | 3.59K | Mar 31, 26 | +3.59K | 0.01% |
| NewEdge Wealth, LLC | 3.55K | Mar 31, 26 | +3.55K | 0.01% |
| DecisionMap Wealth Management, LLC | 3.51K | Mar 31, 26 | -865 | 0.01% |
| Accelerate Investment Advisors LLC | 3.45K | Mar 31, 26 | +3.45K | 0.01% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 3.43K | Mar 31, 26 | +3.43K | 0.01% |
| MGO ONE SEVEN LLC | 3.33K | Mar 31, 26 | +3.33K | 0.01% |
| Capital Advisors, Ltd. LLC | 3.27K | Mar 31, 26 | -361 | 0.01% |
| US BANCORP \DE\ | 3.07K | Mar 31, 26 | -136 | 0.01% |
| BlackRock, Inc. | 2.98K | Mar 31, 26 | +55 | 0.01% |
| TWIN PEAKS WEALTH ADVISORS, LLC | 2.68K | Mar 31, 26 | +2.68K | 0.01% |
| Asset Dedication, LLC | 2.56K | Mar 31, 26 | -- | 0.01% |
| BLAIR WILLIAM & CO/IL | 1.87K | Mar 31, 26 | +1.59K | 0.01% |
| Clearstead Advisors, LLC | 1.80K | Mar 31, 26 | +1.80K | 0.01% |
| Destiny Wealth Partners, LLC | 1.75K | Mar 31, 26 | +1.75K | 0.01% |
| EverSource Wealth Advisors, LLC | 1.61K | Mar 31, 26 | +445 | 0.01% |
| MATHER GROUP, LLC. | 1.09K | Mar 31, 26 | +1.09K | 0.00% |
| Mosley Wealth Management | 1.06K | Mar 31, 26 | +1.06K | 0.00% |
| AE Wealth Management LLC | 968 | Mar 31, 26 | -53 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 906 | Mar 31, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 877 | Mar 31, 26 | -3 | 0.00% |
| Allworth Financial LP | 853 | Mar 31, 26 | +52 | 0.00% |
| Ashton Thomas Private Wealth, LLC | 785 | Mar 31, 26 | +785 | 0.00% |
| Strategic Wealth Partners, Ltd. | 635 | Mar 31, 26 | -- | 0.00% |
| Rockefeller Capital Management L.P. | 550 | Mar 31, 26 | +30 | 0.00% |
| Ronald Blue Trust, Inc. | 499 | Mar 31, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 446 | Mar 31, 26 | +446 | 0.00% |
| Smartleaf Asset Management LLC | 404 | Mar 31, 26 | -2 | 0.00% |
| Root Financial Partners, LLC | 396 | Mar 31, 26 | -375 | 0.00% |
| MAI Capital Management | 317 | Mar 31, 26 | -- | 0.00% |
| Golden State Wealth Management, LLC | 229 | Mar 31, 26 | -- | 0.00% |
| Rossby Financial, LCC | 229 | Mar 31, 26 | +146 | 0.00% |
| Cornerstone Planning Group LLC | 198 | Mar 31, 26 | +198 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 194 | Mar 31, 26 | -- | 0.00% |
| Aptus Capital Advisors, LLC | 187 | Mar 31, 26 | -31 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 158 | Mar 31, 26 | +158 | 0.00% |
| VALLEY NATIONAL ADVISERS INC | 142 | Mar 31, 26 | -- | 0.00% |
| WOLFF WIESE MAGANA LLC | 140 | Mar 31, 26 | -- | 0.00% |
| Arlington Trust Co LLC | 135 | Mar 31, 26 | -- | 0.00% |
| Signature Resources Capital Management, LLC | 112 | Mar 31, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | 103 | Mar 31, 26 | +103 | 0.00% |
| Anchor Investment Management, LLC | 100 | Mar 31, 26 | +100 | 0.00% |
| Greykasell Wealth Strategies, Inc. | 95 | Mar 31, 26 | -- | 0.00% |
| Synergy Investment Management, LLC | 73 | Mar 31, 26 | +73 | 0.00% |
| MCF Advisors LLC | 66 | Mar 31, 26 | +66 | 0.00% |
| CGC Financial Services, LLC | 57 | Mar 31, 26 | +57 | 0.00% |
| FRANKLIN RESOURCES INC | 47 | Mar 31, 26 | -- | 0.00% |
| Capital Investment Advisory Services, LLC | 36 | Mar 31, 26 | -4 | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 35 | Mar 31, 26 | -- | 0.00% |
| New Republic Capital, LLC | 30 | Mar 31, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 29 | Mar 31, 26 | -- | 0.00% |
| OAK HARBOR WEALTH PARTNERS, LLC | 20 | Mar 31, 26 | -- | 0.00% |
| 10Elms LLP | 2 | Mar 31, 26 | -- | 0.00% |
| BESSEMER GROUP INC | -- | Mar 31, 26 | -393 | -- |
| HANTZ FINANCIAL SERVICES, INC. | -- | Mar 31, 26 | -34 | -- |
| AXXCESS WEALTH MANAGEMENT, LLC | -- | Mar 31, 26 | -5.90K | -- |
| Sheridan Capital Management, LLC | -- | Mar 31, 26 | -4.13K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Mar 31, 26 | -16.84K | -- |
| SRS Capital Advisors, Inc. | -- | Mar 31, 26 | -86 | -- |
| CFS Investment Advisory Services, LLC | -- | Mar 31, 26 | -4.60K | -- |
| NWAM LLC | -- | Mar 31, 26 | -3.72K | -- |
| Steward Partners Investment Advisory, LLC | -- | Mar 31, 26 | -5 | -- |
| CITIGROUP INC | -- | Mar 31, 26 | -497 | -- |
| Pallas Capital Advisors LLC | -- | Mar 31, 26 | -3.55K | -- |
| GTS SECURITIES LLC | -- | Mar 31, 26 | -6.52K | -- |
| Diversify Advisory Services, LLC | -- | Mar 31, 26 | -17.03K | -- |
| Savvy Advisors, Inc. | -- | Mar 31, 26 | -3.94K | -- |
| Global Retirement Partners, LLC | 15.02K | Dec 31, 25 | +8.19K | 0.06% |
| COMERICA BANK | 8.51K | Dec 31, 25 | -- | 0.03% |
| Dentgroup LLC | 7.12K | Dec 31, 25 | +326 | 0.03% |
| SageView Advisory Group, LLC | 2.97K | Dec 31, 25 | +2.97K | 0.01% |
| FULLCIRCLE WEALTH LLC | 5.23K | Sep 30, 25 | -1 | 0.02% |
| Guerra Advisors Inc | 279 | Sep 30, 25 | +279 | 0.00% |
| Abich Financial Wealth Management LLC | 79 | Sep 30, 25 | +79 | 0.00% |
| Atria Wealth Solutions, Inc. | 5.52K | Jun 30, 25 | -64 | 0.02% |
| First Horizon Advisors, Inc. | 353 | Jun 30, 25 | -- | 0.00% |
| Callan Capital, LLC | 131.03K | Mar 31, 25 | -905 | 0.50% |
| Wade Financial Advisory, Inc | 113.07K | Mar 31, 25 | +6.84K | 0.43% |
| CAROLINAS WEALTH CONSULTING LLC | -- | Mar 31, 25 | -525 | -- |
| Zions Bancorporation, N.A. | 646 | Dec 31, 24 | -- | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 304.99K | Sep 30, 24 | +28.34K | 1.16% |
| Alera Investment Advisors, LLC | 151.38K | Sep 30, 24 | -63.26K | 0.58% |
| Raymond James Financial Services Advisors, Inc. | 7.36K | Sep 30, 24 | +161 | 0.03% |
| Aspire Wealth Management Corp | 592 | Sep 30, 24 | -- | 0.00% |
| Family Asset Management, LLC | 61 | Sep 30, 24 | +61 | 0.00% |
| BlackRock Inc. | 546 | Jun 30, 24 | +121 | 0.00% |
| Cetera Advisors LLC | 8.98K | Mar 31, 24 | -680 | 0.03% |
| Cetera Advisor Networks LLC | 5.30K | Mar 31, 24 | +127 | 0.02% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 10.76K | Sep 30, 23 | -- | 0.04% |
| Ten Capital Wealth Advisors, LLC | -- | Jun 30, 23 | -51 | -- |
| Baldrige Asset Management LLC | 220 | Mar 31, 23 | +220 | 0.00% |
| Sanford Advisory Services, LLC | 10.17K | Dec 31, 22 | +10.17K | 0.04% |
| MUFG Americas Holdings Corp | 25.37K | Sep 30, 22 | -10.40K | 0.10% |
| 55I, LLC | 13.47K | Sep 30, 22 | +3.88K | 0.05% |
| Covington Capital Management | 1.02K | Sep 30, 22 | -- | 0.00% |
| Private Capital Group, LLC | -- | Jun 30, 22 | -114 | -- |
| CAPITAL ONE FINANCIAL CORP | 11.28K | Mar 31, 22 | -77.26K | 0.04% |
| REILLY FINANCIAL ADVISORS, LLC | 148 | Dec 31, 21 | +148 | 0.00% |
| QCI ASSET MANAGEMENT INC/NY | 5.20K | Sep 30, 21 | -- | 0.02% |
| BOYS ARNOLD & CO INC | -- | Mar 31, 20 | -8.05K | -- |
| CAPITAL ONE, NATIONAL ASSOCIATION | 10.98K | Dec 31, 19 | +10.98K | 0.04% |
| Advisor Group, Inc. | 5.93K | Dec 31, 19 | +1.47K | 0.02% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 4.67K | Dec 31, 19 | +217 | 0.02% |
| Capital One Investing, Inc. | 9.64K | Sep 30, 19 | +9.64K | 0.04% |
| BB&T SECURITIES, LLC | 9.26K | Sep 30, 19 | -629 | 0.04% |
| WealthTrust Fairport, LLC | 5.77K | Mar 31, 19 | -106.31K | 0.02% |
| NEXT Financial Holdings | 500 | Mar 31, 19 | +500 | 0.00% |
| Opes Advisors Inc | 33.09K | Dec 31, 18 | -74.59K | 0.13% |
| Spruce Investment Advisors LLC | 107.87K | Dec 31, 17 | -2.67K | 0.41% |