Eaton Vance Tax-Managed Global Diversified Equity Income Fund(EXG)

$9.22▲0.01 (0.16%)

Chart

Eaton Vance Tax-Managed Global Diversified Equity Income Fund(EXG)

NYSE

$9.22▲0.01 (0.16%)

Chart Studio

EXG(EXG)

EXG

Overview Intelligence Chart Fundamentals Key Metrics Earnings Growth Analysts Financials Insiders Institutional

Institutional Ownership

Top 411 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	23.49M	Mar 31, 26	-713.72K	7.68%
LPL Financial LLC	3.79M	Mar 31, 26	+21.65K	1.24%
Invesco Ltd.	3.73M	Mar 31, 26	+23.36K	1.22%
BANK OF AMERICA CORP /DE/	2.69M	Mar 31, 26	+11.85K	0.88%
RAYMOND JAMES FINANCIAL INC	2.22M	Mar 31, 26	+114.50K	0.73%
WELLS FARGO & COMPANY/MN	1.41M	Mar 31, 26	+152.35K	0.46%
Janney Montgomery Scott LLC	1.40M	Mar 31, 26	+57.10K	0.46%
ROYAL BANK OF CANADA	1.38M	Mar 31, 26	-18.48K	0.45%
Advisors Asset Management, Inc.	1.33M	Mar 31, 26	+56.14K	0.43%
GUGGENHEIM CAPITAL LLC	1.23M	Mar 31, 26	-64.48K	0.40%
STIFEL FINANCIAL CORP	1.20M	Mar 31, 26	+165.18K	0.39%
Allspring Global Investments Holdings, LLC	1.19M	Mar 31, 26	-19.45K	0.39%
Karpus Management, Inc.	1.18M	Mar 31, 26	-289.35K	0.39%
COHEN & STEERS, INC.	1.05M	Mar 31, 26	+85.00K	0.34%
AMERIPRISE FINANCIAL INC	962.83K	Mar 31, 26	-25.98K	0.31%
HighTower Advisors, LLC	860.15K	Mar 31, 26	+27.01K	0.28%
Formidable Asset Management, LLC	843.40K	Mar 31, 26	-72.93K	0.28%
Prosperity Consulting Group, LLC	741.74K	Mar 31, 26	+13.05K	0.24%
UBS Group AG	716.05K	Mar 31, 26	+13.11K	0.23%
Snowden Capital Advisors LLC	657.08K	Mar 31, 26	-5.84K	0.21%
Focused Wealth Management, Inc	598.53K	Mar 31, 26	-8.84K	0.20%
Kestra Advisory Services, LLC	577.75K	Mar 31, 26	+115.13K	0.19%
ADVISOR GROUP HOLDINGS, INC.	559.07K	Mar 31, 26	+48.43K	0.18%
SAM Advisors, LLC	522.54K	Mar 31, 26	+9.07K	0.17%
Rockefeller Capital Management L.P.	499.49K	Mar 31, 26	+28.36K	0.16%
Cetera Investment Advisers	456.01K	Mar 31, 26	-4.66K	0.15%
CoreCap Advisors, LLC	414.18K	Mar 31, 26	+3.65K	0.14%
KMG FIDUCIARY PARTNERS, LLC	364.29K	Mar 31, 26	+3.72K	0.12%
COMMONWEALTH EQUITY SERVICES, LLC	355.09K	Mar 31, 26	-345.26K	0.12%
Cambridge Investment Research Advisors, Inc.	304.86K	Mar 31, 26	+14.68K	0.10%
Cerity Partners LLC	292.00K	Mar 31, 26	-256	0.10%
Marks Group Wealth Management, Inc	219.29K	Mar 31, 26	-11.17K	0.07%
Clearstead Advisors, LLC	215.81K	Mar 31, 26	+215.81K	0.07%
TRUIST FINANCIAL CORP	212.80K	Mar 31, 26	+5.03K	0.07%
Shaker Financial Services, LLC	207.96K	Mar 31, 26	-57.16K	0.07%
WILEY BROS.-AINTREE CAPITAL, LLC	205.87K	Mar 31, 26	+26.15K	0.07%
WOLVERINE ASSET MANAGEMENT LLC	190.84K	Mar 31, 26	+190.84K	0.06%
BLAIR WILLIAM & CO/IL	175.23K	Mar 31, 26	-950	0.06%
Pointe Capital Management LLC	168.11K	Mar 31, 26	+22.62K	0.05%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	165.00K	Mar 31, 26	-24.55K	0.05%
MERCER GLOBAL ADVISORS INC /ADV	163.93K	Mar 31, 26	+144.34K	0.05%
FIFTH THIRD BANCORP	162.60K	Mar 31, 26	+161.75K	0.05%
High Net Worth Advisory Group LLC	151.79K	Mar 31, 26	--	0.05%
GOLDMAN SACHS GROUP INC	146.36K	Mar 31, 26	+13.72K	0.05%
Mariner, LLC	146.06K	Mar 31, 26	+2.39K	0.05%
one8zero8, LLC	139.15K	Mar 31, 26	--	0.05%
PRINCIPAL SECURITIES, INC.	137.43K	Mar 31, 26	-9.21K	0.04%
Steward Partners Investment Advisory, LLC	136.92K	Mar 31, 26	-1.37K	0.04%
Avestar Capital, LLC	135.20K	Mar 31, 26	-20.50K	0.04%
Allworth Financial LP	125.05K	Mar 31, 26	-195	0.04%
Integrated Wealth Concepts LLC	115.06K	Mar 31, 26	+9.03K	0.04%
Morey & Quinn Wealth Partners, LLC	111.50K	Mar 31, 26	--	0.04%
Northstar Advisory Group, LLC	105.09K	Mar 31, 26	-956	0.03%
Kovack Advisors, Inc.	102.51K	Mar 31, 26	+7.99K	0.03%
THRIVENT FINANCIAL FOR LUTHERANS	99.72K	Mar 31, 26	--	0.03%
BEARING POINT CAPITAL, LLC	95.60K	Mar 31, 26	+1.60K	0.03%
Sanctuary Advisors, LLC	95.57K	Mar 31, 26	-5.32K	0.03%
D.A. DAVIDSON & CO.	95.41K	Mar 31, 26	+181	0.03%
CENTAURUS FINANCIAL, INC.	91.74K	Mar 31, 26	-1.62K	0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	90.58K	Mar 31, 26	+90.58K	0.03%
Leo Wealth, LLC	88.89K	Mar 31, 26	--	0.03%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	88.52K	Mar 31, 26	+8.56K	0.03%
Colony Group, LLC	79.95K	Mar 31, 26	-36.73K	0.03%
CI Private Wealth, LLC	69.51K	Mar 31, 26	-1.61K	0.02%
MILLENNIUM MANAGEMENT LLC	67.17K	Mar 31, 26	+67.17K	0.02%
NWF Advisory Services Inc.	66.03K	Mar 31, 26	-200	0.02%
Ameritas Advisory Services, LLC	64.76K	Mar 31, 26	--	0.02%
Merit Financial Group, LLC	64.20K	Mar 31, 26	-340	0.02%
David J Yvars Group	62.93K	Mar 31, 26	+370	0.02%
Diligent Investors, LLC	62.24K	Mar 31, 26	+608	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	59.79K	Mar 31, 26	-4.05K	0.02%
Creative Planning	57.63K	Mar 31, 26	+879	0.02%
PFG Investments, LLC	55.12K	Mar 31, 26	-4.37K	0.02%
COMMONS CAPITAL, LLC	53.54K	Mar 31, 26	+22.65K	0.02%
Farther Finance Advisors, LLC	53.02K	Mar 31, 26	+1.46K	0.02%
ENVESTNET ASSET MANAGEMENT INC	52.99K	Mar 31, 26	+4.80K	0.02%
Summit Financial, LLC	52.90K	Mar 31, 26	-725	0.02%
CAPTRUST FINANCIAL ADVISORS	52.76K	Mar 31, 26	+9.30K	0.02%
Investmark Advisory Group LLC	52.74K	Mar 31, 26	+2.57K	0.02%
JGP Wealth Management, LLC	52.50K	Mar 31, 26	--	0.02%
Dakota Wealth Management	52.16K	Mar 31, 26	-1.93K	0.02%
WEDBUSH SECURITIES INC	51.48K	Mar 31, 26	-3.07K	0.02%
INDEPENDENT FINANCIAL GROUP, LLC	51.09K	Mar 31, 26	-2.56K	0.02%
READYSTATE ASSET MANAGEMENT LP	50.75K	Mar 31, 26	+50.75K	0.02%
Logan Stone Capital, LLC	48.33K	Mar 31, 26	+48.33K	0.02%
WEALTH EFFECTS LLC	47.97K	Mar 31, 26	-95	0.02%
Atomi Financial Group, Inc.	46.36K	Mar 31, 26	--	0.02%
COMMERCE BANK	46.30K	Mar 31, 26	+12.77K	0.02%
MML INVESTORS SERVICES, LLC	43.19K	Mar 31, 26	-617	0.01%
JANE STREET GROUP, LLC	42.58K	Mar 31, 26	-18.91K	0.01%
Sound Income Strategies, LLC	41.60K	Mar 31, 26	--	0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	40.76K	Mar 31, 26	-1.10K	0.01%
Sunpointe, LLC	40.45K	Mar 31, 26	+1.18K	0.01%
HARBOUR INVESTMENTS, INC.	39.40K	Mar 31, 26	+19.22K	0.01%
Post Resch Tallon Group Inc.	39.37K	Mar 31, 26	+227	0.01%
Pathstone Holdings, LLC	37.83K	Mar 31, 26	--	0.01%
Semus Wealth Partners LLC	36.94K	Mar 31, 26	+774	0.01%
Cranbrook Wealth Management, LLC	36.92K	Mar 31, 26	--	0.01%
Mill Creek Capital Advisors, LLC	35.66K	Mar 31, 26	--	0.01%
Stockman Wealth Management, Inc.	34.53K	Mar 31, 26	--	0.01%
MONEY CONCEPTS CAPITAL CORP	33.73K	Mar 31, 26	-1.38K	0.01%
Focus Financial Network, Inc.	32.77K	Mar 31, 26	+448	0.01%
OPPENHEIMER & CO INC	32.72K	Mar 31, 26	-92.88K	0.01%
Amplius Wealth Advisors, LLC	32.17K	Mar 31, 26	+14	0.01%
BENJAMIN EDWARDS INC	32.15K	Mar 31, 26	-187	0.01%
Garden State Investment Advisory Services LLC	31.61K	Mar 31, 26	+1.24K	0.01%
LeClair Wealth Partners LLC	30.94K	Mar 31, 26	+30.94K	0.01%
Navis Wealth Advisors, LLC	30.02K	Mar 31, 26	-85	0.01%
SILVERLAKE WEALTH MANAGEMENT LLC	29.63K	Mar 31, 26	--	0.01%
J.W. COLE ADVISORS, INC.	29.35K	Mar 31, 26	-40.27K	0.01%
MKT Advisors LLC	29.01K	Mar 31, 26	-4.10K	0.01%
Private Advisor Group, LLC	28.68K	Mar 31, 26	+3	0.01%
First Heartland Consultants, Inc.	28.60K	Mar 31, 26	+104	0.01%
Apollon Wealth Management, LLC	28.31K	Mar 31, 26	+308	0.01%
Stonebridge Financial Planning Group, LLC	28.07K	Mar 31, 26	+65	0.01%
Sage Capital Management, LLC	27.43K	Mar 31, 26	--	0.01%
MISSION WEALTH MANAGEMENT, LP	27.21K	Mar 31, 26	--	0.01%
M Holdings Securities, Inc.	27.18K	Mar 31, 26	+159	0.01%
Mendel Capital Management LLC	26.70K	Mar 31, 26	+26.70K	0.01%
MCDONALD PARTNERS LLC	26.46K	Mar 31, 26	+9.26K	0.01%
CreativeOne Wealth, LLC	26.25K	Mar 31, 26	--	0.01%
HORAN Wealth, LLC	26.12K	Mar 31, 26	--	0.01%
NATIXIS ADVISORS, L.P.	25.83K	Mar 31, 26	-6	0.01%
Successful Portfolios LLC	24.79K	Mar 31, 26	-3.00K	0.01%
Stratos Wealth Advisors, LLC	24.00K	Mar 31, 26	--	0.01%
Moors & Cabot, Inc.	23.93K	Mar 31, 26	-8.81K	0.01%
HBK Sorce Advisory LLC	23.73K	Mar 31, 26	--	0.01%
Stratos Wealth Partners, LTD.	23.72K	Mar 31, 26	-730	0.01%
Marex Group plc	22.24K	Mar 31, 26	+22.24K	0.01%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	22.10K	Mar 31, 26	+3.75K	0.01%
FLAGSHIP HARBOR ADVISORS, LLC	21.56K	Mar 31, 26	+1	0.01%
Beaumont Financial Advisors, LLC	21.26K	Mar 31, 26	--	0.01%
Prospera Financial Services Inc	21.20K	Mar 31, 26	+8.60K	0.01%
EP Wealth Advisors, LLC	21.19K	Mar 31, 26	--	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	21.09K	Mar 31, 26	+1.17K	0.01%
Gateway Wealth Partners, LLC	20.55K	Mar 31, 26	+10.28K	0.01%
FRANKLIN RESOURCES INC	20.13K	Mar 31, 26	+1.00K	0.01%
Arlington Capital Management, Inc.	20.05K	Mar 31, 26	+653	0.01%
Diversified Portfolios, Inc.	19.90K	Mar 31, 26	--	0.01%
U.S. Capital Wealth Advisors, LLC	19.81K	Mar 31, 26	-18	0.01%
NBC SECURITIES, INC.	19.77K	Mar 31, 26	+7.80K	0.01%
Spire Wealth Management	19.49K	Mar 31, 26	+404	0.01%
StoneX Group Inc.	19.40K	Mar 31, 26	-5.98K	0.01%
Venture Visionary Partners LLC	19.30K	Mar 31, 26	--	0.01%
SeaCrest Wealth Management, LLC	19.17K	Mar 31, 26	-1.20K	0.01%
MBL Wealth, LLC	19.15K	Mar 31, 26	--	0.01%
Empower Advisory Group, LLC	19.00K	Mar 31, 26	--	0.01%
BROWN ADVISORY INC	18.80K	Mar 31, 26	--	0.01%
SAX WEALTH ADVISORS, LLC	18.60K	Mar 31, 26	--	0.01%
Founders Financial Alliance, LLC	18.43K	Mar 31, 26	+831	0.01%
BEACON INVESTMENT ADVISORY SERVICES, INC.	18.22K	Mar 31, 26	+1.93K	0.01%
BOOTHBAY FUND MANAGEMENT, LLC	18.10K	Mar 31, 26	+18.10K	0.01%
Meridian Wealth Advisors, LLC	17.94K	Mar 31, 26	--	0.01%
Waverly Advisors, LLC	17.29K	Mar 31, 26	+1.33K	0.01%
Strait & Sound Wealth Management LLC	17.20K	Mar 31, 26	--	0.01%
Gladstone Institutional Advisory LLC	16.78K	Mar 31, 26	--	0.01%
WealthBridge Capital Management, LLC	16.66K	Mar 31, 26	--	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	16.47K	Mar 31, 26	+3.12K	0.01%
Heritage Wealth Management, Inc.	16.29K	Mar 31, 26	-3.84K	0.01%
Retirement Solution Inc.	16.14K	Mar 31, 26	+342	0.01%
Summit Investment Advisory Services, LLC	15.94K	Mar 31, 26	+335	0.01%
Baird Financial Group, Inc.	15.93K	Mar 31, 26	+15.93K	0.01%
KPP Advisory Services LLC	15.72K	Mar 31, 26	-1.99K	0.01%
FIDUCIARY TRUST CO	15.38K	Mar 31, 26	--	0.01%
TWO SIGMA SECURITIES, LLC	15.16K	Mar 31, 26	+2.75K	0.00%
COOPER/HAIMS ADVISORS, LLC	14.75K	Mar 31, 26	--	0.00%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	14.71K	Mar 31, 26	+14.71K	0.00%
CITADEL ADVISORS LLC	14.71K	Mar 31, 26	+14.71K	0.00%
MATRIX PRIVATE CAPITAL GROUP LLC	14.47K	Mar 31, 26	+14.47K	0.00%
Black Diamond Financial, LLC	14.37K	Mar 31, 26	-2.06K	0.00%
Van Hulzen Asset Management, LLC	14.35K	Mar 31, 26	--	0.00%
EVOKE WEALTH, LLC	14.23K	Mar 31, 26	+2.50K	0.00%
Catalina Capital Group, LLC	14.05K	Mar 31, 26	--	0.00%
PARK AVENUE SECURITIES LLC	14.01K	Mar 31, 26	-350	0.00%
VSM Wealth Advisory, LLC	14.00K	Mar 31, 26	+14.00K	0.00%
Sunbelt Securities, Inc.	13.96K	Mar 31, 26	+225	0.00%
Herold Advisors, Inc.	13.68K	Mar 31, 26	--	0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	13.50K	Mar 31, 26	+800	0.00%
Independent Advisor Alliance	13.11K	Mar 31, 26	+13.11K	0.00%
ASSETMARK, INC	12.93K	Mar 31, 26	+10.68K	0.00%
Cresset Asset Management, LLC	12.70K	Mar 31, 26	+32	0.00%
Modern Wealth Management, LLC	12.47K	Mar 31, 26	+393	0.00%
Pensionmark Financial Group, LLC	12.26K	Mar 31, 26	+59	0.00%
Waterfront Wealth Inc.	12.12K	Mar 31, 26	-480	0.00%
KINGSWOOD WEALTH ADVISORS, LLC	12.11K	Mar 31, 26	+43	0.00%
DAVENPORT & Co LLC	11.93K	Mar 31, 26	--	0.00%
FORTRESS PRIVATE LEDGER, LLC	11.72K	Mar 31, 26	--	0.00%
WealthSpring Partners, LLC	11.54K	Mar 31, 26	--	0.00%
Lido Advisors, LLC	11.53K	Mar 31, 26	-1.68K	0.00%
Insight Advisors, LLC/ PA	11.50K	Mar 31, 26	--	0.00%
WELCH & FORBES LLC	11.50K	Mar 31, 26	--	0.00%
Blue Chip Partners, LLC	11.49K	Mar 31, 26	--	0.00%
Investment Partners Asset Management, Inc.	11.18K	Mar 31, 26	--	0.00%
Wealth Alliance	10.91K	Mar 31, 26	+231	0.00%
Impact Partnership Wealth, LLC	10.86K	Mar 31, 26	+289	0.00%
SPIREPOINT PRIVATE CLIENT, LLC	10.68K	Mar 31, 26	--	0.00%
Princeton Global Asset Management LLC	10.53K	Mar 31, 26	--	0.00%
Destiny Wealth Partners, LLC	10.49K	Mar 31, 26	+10.49K	0.00%
Concurrent Investment Advisors, LLC	10.07K	Mar 31, 26	+49	0.00%
Ronald Blue Trust, Inc.	10.00K	Mar 31, 26	--	0.00%
CITIGROUP INC	9.30K	Mar 31, 26	-4	0.00%
Plante Moran Financial Advisors, LLC	9.22K	Mar 31, 26	--	0.00%
PFS Partners, LLC	9.19K	Mar 31, 26	+194	0.00%
BRYN MAWR TRUST Co	9.00K	Mar 31, 26	--	0.00%
Colonial Trust Advisors	8.75K	Mar 31, 26	--	0.00%
Activest Wealth Management	8.16K	Mar 31, 26	--	0.00%
Gen-Wealth Partners Inc	7.80K	Mar 31, 26	--	0.00%
Atlantic Union Bankshares Corp	6.50K	Mar 31, 26	--	0.00%
Millstone Evans Group, LLC	6.39K	Mar 31, 26	--	0.00%
CWM, LLC	5.30K	Mar 31, 26	+4.31K	0.00%
MAI Capital Management	5.26K	Mar 31, 26	+3.65K	0.00%
BankPlus Trust Department	5.00K	Mar 31, 26	--	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	5.00K	Mar 31, 26	--	0.00%
Cypress Capital Management LLC (WY)	5.00K	Mar 31, 26	--	0.00%
HHM Wealth Advisors, LLC	4.73K	Mar 31, 26	+99	0.00%
Bogart Wealth, LLC	4.54K	Mar 31, 26	--	0.00%
BARRETT & COMPANY, INC.	4.35K	Mar 31, 26	+4.35K	0.00%
Parallel Advisors, LLC	4.04K	Mar 31, 26	-5.93K	0.00%
Advisory Services Network, LLC	3.83K	Mar 31, 26	+3.83K	0.00%
PETERSON WEALTH MANAGEMENT	3.67K	Mar 31, 26	+3.67K	0.00%
Geneos Wealth Management Inc.	3.62K	Mar 31, 26	--	0.00%
HARBOR INVESTMENT ADVISORY, LLC	3.35K	Mar 31, 26	--	0.00%
EASTERN BANK	3.21K	Mar 31, 26	--	0.00%
BOKF, NA	2.90K	Mar 31, 26	--	0.00%
Cornerstone Planning Group LLC	2.85K	Mar 31, 26	+80	0.00%
Financial Management Professionals, Inc.	2.83K	Mar 31, 26	--	0.00%
Colonial Trust Co / SC	2.80K	Mar 31, 26	+2.80K	0.00%
LRI Investments, LLC	2.73K	Mar 31, 26	--	0.00%
American Capital Advisory, LLC	2.65K	Mar 31, 26	--	0.00%
Vermillion Wealth Management, Inc.	2.65K	Mar 31, 26	--	0.00%
Bollard Group LLC	2.52K	Mar 31, 26	+2.52K	0.00%
PRIVATE TRUST CO NA	2.50K	Mar 31, 26	--	0.00%
US BANCORP \DE\	2.47K	Mar 31, 26	--	0.00%
CX Institutional	2.46K	Mar 31, 26	-360	0.00%
HANTZ FINANCIAL SERVICES, INC.	2.19K	Mar 31, 26	+2.19K	0.00%
CENTRAL TRUST Co	2.00K	Mar 31, 26	--	0.00%
CITY HOLDING CO	2.00K	Mar 31, 26	-2.00K	0.00%
OLD POINT TRUST & FINANCIAL SERVICES N A	2.00K	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	1.95K	Mar 31, 26	--	0.00%
Hughes Financial Services, LLC	1.87K	Mar 31, 26	-1.76K	0.00%
TD Capital Management LLC	1.80K	Mar 31, 26	--	0.00%
WPG Advisers, LLC	1.50K	Mar 31, 26	--	0.00%
ZRC WEALTH MANAGEMENT, LLC	1.50K	Mar 31, 26	--	0.00%
FMR LLC	1.48K	Mar 31, 26	-103	0.00%
Parkside Financial Bank & Trust	1.47K	Mar 31, 26	--	0.00%
AdvisorNet Financial, Inc	1.33K	Mar 31, 26	+1.33K	0.00%
JONES FINANCIAL COMPANIES LLLP	1.14K	Mar 31, 26	+1.14K	0.00%
VISION FINANCIAL MARKETS LLC	1.13K	Mar 31, 26	+24	0.00%
IFP Advisors, Inc	1.00K	Mar 31, 26	-700	0.00%
Avion Wealth	1.00K	Mar 31, 26	--	0.00%
GAMMA Investing LLC	953	Mar 31, 26	-312	0.00%
Atlantic Edge Private Wealth Management, LLC	900	Mar 31, 26	--	0.00%
Pinnacle Bancorp, Inc.	841	Mar 31, 26	--	0.00%
Salomon & Ludwin, LLC	805	Mar 31, 26	--	0.00%
NBT BANK N A /NY	800	Mar 31, 26	+790	0.00%
POM Investment Strategies, LLC	750	Mar 31, 26	+750	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	578	Mar 31, 26	+578	0.00%
Smartleaf Asset Management LLC	555	Mar 31, 26	+330	0.00%
Pinnacle Wealth Planning Services, Inc.	500	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	429	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	385	Mar 31, 26	--	0.00%
CHILTON CAPITAL MANAGEMENT LLC	362	Mar 31, 26	+362	0.00%
Key FInancial Inc	349	Mar 31, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	310	Mar 31, 26	+310	0.00%
FINANCIAL CONSULATE, INC	300	Mar 31, 26	--	0.00%
CALDWELL SUTTER CAPITAL, INC.	296	Mar 31, 26	--	0.00%
JPMORGAN CHASE & CO	273	Mar 31, 26	+114	0.00%
TRUST CO OF TOLEDO NA /OH/	250	Mar 31, 26	--	0.00%
Tidemark, LLC	218	Mar 31, 26	+18	0.00%
Golden State Equity Partners	100	Mar 31, 26	+100	0.00%
Tower Research Capital LLC (TRC)	55	Mar 31, 26	+42	0.00%
WHITTIER TRUST CO OF NEVADA INC	53	Mar 31, 26	+53	0.00%
TD PRIVATE CLIENT WEALTH LLC	1	Mar 31, 26	--	0.00%
1607 Capital Partners, LLC	--	Mar 31, 26	-129.71K	--
INSIGNEO ADVISORY SERVICES, LLC	--	Mar 31, 26	-18.40K	--
IEQ CAPITAL, LLC	--	Mar 31, 26	-11.55K	--
FIRST HORIZON CORP	--	Mar 31, 26	-2.92K	--
Badgley Phelps Wealth Managers, LLC	--	Mar 31, 26	-10.28K	--
Jessup Wealth Management, Inc	--	Mar 31, 26	-2.79K	--
SRS Capital Advisors, Inc.	--	Mar 31, 26	-2.46K	--
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	--	Mar 31, 26	-13.68K	--
Wealth Preservation Advisors, LLC	--	Mar 31, 26	-850	--
AE Wealth Management LLC	--	Mar 31, 26	-10.68K	--
IFC Advisors LLC	--	Mar 31, 26	-51.97K	--
NewEdge Advisors, LLC	--	Mar 31, 26	-442.42K	--
Penserra Capital Management LLC	--	Mar 31, 26	-802.31K	--
WINEBRENNER CAPITAL MANAGEMENT LLC	--	Mar 31, 26	-70.00K	--
Naviter Wealth, LLC	--	Mar 31, 26	-11.66K	--
Legacy Wealth Managment, LLC/ID	--	Mar 31, 26	-1.69K	--
Root Financial Partners, LLC	--	Mar 31, 26	-125	--
Charles Schwab Trust Co	--	Mar 31, 26	-13.85K	--
Beacon Pointe Advisors, LLC	--	Mar 31, 26	-12.12K	--
BOK Financial Private Wealth, Inc.	--	Mar 31, 26	-75	--
COMERICA BANK	160.89K	Dec 31, 25	-3.47K	0.05%
Clarius Group, LLC	107.91K	Dec 31, 25	--	0.04%
MGB Wealth Management, LLC	55.82K	Dec 31, 25	-146	0.02%
Main Street Financial Solutions, LLC	18.38K	Dec 31, 25	+18.38K	0.01%
Sunbelt Securities, Inc.	13.74K	Dec 31, 25	+73	0.00%
CIBC Private Wealth Group, LLC	8.92K	Dec 31, 25	+102	0.00%
SOA Wealth Advisors, LLC.	5.34K	Dec 31, 25	+86	0.00%
Global Retirement Partners, LLC	1.88K	Dec 31, 25	--	0.00%
ORG Partners LLC	390	Dec 31, 25	--	0.00%
Moloney Securities Asset Management, LLC	20.76K	Sep 30, 25	+168	0.01%
Sonora Investment Management Group, LLC	11.71K	Sep 30, 25	--	0.00%
OPTIMUM INVESTMENT ADVISORS	6.55K	Sep 30, 25	--	0.00%
Atria Wealth Solutions, Inc.	63.74K	Jun 30, 25	+30.31K	0.02%
AVANTAX ADVISORY SERVICES, INC.	36.12K	Jun 30, 25	+8.28K	0.01%
Horan Securities, Inc.	25.79K	Jun 30, 25	+173	0.01%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	3.00K	Jun 30, 25	+3.00K	0.00%
MONTAG & CALDWELL, LLC	55	Jun 30, 25	--	0.00%
Sheaff Brock Investment Advisors, LLC	116.06K	Mar 31, 25	+17	0.04%
CAROLINAS WEALTH CONSULTING LLC	20.40K	Mar 31, 25	--	0.01%
Sandy Spring Bank	6.50K	Mar 31, 25	-2.00K	0.00%
Tallon Kerry Patrick	30.98K	Dec 31, 24	+30.98K	0.01%
AlphaMark Advisors, LLC	16.00K	Dec 31, 24	--	0.01%
WR Wealth Planners, LLC	2.60K	Dec 31, 24	--	0.00%
WINTRUST INVESTMENTS LLC	1.70K	Dec 31, 24	+1.70K	0.00%
Merriman Wealth Management, LLC	--	Dec 31, 24	-20.27K	--
Raymond James Financial Services Advisors, Inc.	1.27M	Sep 30, 24	+104.75K	0.42%
RAYMOND JAMES & ASSOCIATES	974.65K	Sep 30, 24	+438	0.32%
RAYMOND JAMES TRUST N.A.	76.40K	Sep 30, 24	-749	0.02%
CIC Wealth, LLC	13.23K	Sep 30, 24	+693	0.00%
9258 Wealth Management, LLC	10.43K	Sep 30, 24	--	0.00%
Carmichael Hill & Associates, Inc.	1.03K	Sep 30, 24	+1.03K	0.00%
Flow State Investments, L.P.	--	Sep 30, 24	-128.60K	--
Gratus Capital LLC	36.84K	Jun 30, 24	+43	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	31.18K	Jun 30, 24	--	0.01%
ICA Group Wealth Management, LLC	2.07K	Jun 30, 24	--	0.00%
Relative Value Partners Group, LLC	--	Jun 30, 24	-11.67K	--
Cetera Advisor Networks LLC	172.62K	Mar 31, 24	+13.93K	0.06%
Cetera Advisors LLC	50.63K	Mar 31, 24	-28.57K	0.02%
Retirement Group, LLC	19.89K	Mar 31, 24	--	0.01%
CAMBRIDGE TRUST CO	1.78K	Mar 31, 24	--	0.00%
FOCUS FINANCIAL NETWORK INC /ADV	22.14K	Dec 31, 23	+22.14K	0.01%
Bartlett & Co. LLC	5.75K	Dec 31, 23	--	0.00%
Baystate Wealth Management LLC	1.09K	Dec 31, 23	+24	0.00%
PATHSTONE FAMILY OFFICE, LLC	32.00K	Sep 30, 23	--	0.01%
COLONY GROUP LLC	27.74K	Sep 30, 23	--	0.01%
Wealth Management Solutions, LLC	11.60K	Sep 30, 23	--	0.00%
ADVISOR PARTNERS II, LLC	10.30K	Sep 30, 23	--	0.00%
LEO BROKERAGE, LLC	88.89K	Jun 30, 23	--	0.03%
First Capital Advisors Group, LLC.	2.79K	Jun 30, 23	+2.79K	0.00%
Cowen Prime Advisors LLC	2.70K	Jun 30, 23	--	0.00%
BDO Wealth Advisors, LLC	900	Jun 30, 23	--	0.00%
Endurance Wealth Management, Inc.	--	Jun 30, 23	-990	--
Ahrens Investment Partners LLC	4.58K	Mar 31, 23	+4.58K	0.00%
Ford Financial Group, LLC	--	Mar 31, 23	-11.99K	--
Personal Capital Advisors Corp	19.00K	Dec 31, 22	-3.00K	0.01%
Newman & Schimel, LLC	13.20K	Dec 31, 22	--	0.00%
EATON VANCE MANAGEMENT	59.21K	Sep 30, 22	-1.15K	0.02%
Kingsbury Capital Investment Advisors LLC	26.24K	Sep 30, 22	+366	0.01%
American Portfolios Advisors	10.69K	Sep 30, 22	+33	0.00%
FourThought Financial, LLC	847	Sep 30, 22	--	0.00%
Brown Advisory Securities, LLC	--	Sep 30, 22	-11.61K	--
ACG Wealth	--	Sep 30, 22	-1.24K	--
B. Riley Wealth Management, Inc.	14.00K	Jun 30, 22	-13.92K	0.00%
ADVISOR PARTNERS LLC	10.30K	Jun 30, 22	+10.30K	0.00%
Cordasco Financial Network	3.64K	Jun 30, 22	+57	0.00%
BAR HARBOR TRUST SERVICES	--	Jun 30, 22	-21.52K	--
Lenox Wealth Advisors, LLC	1.93K	Mar 31, 22	--	0.00%
NEXT Financial Group, Inc	11.05K	Dec 31, 21	+3.82K	0.00%
Carroll Financial Associates, Inc.	250	Dec 31, 21	--	0.00%
Ameritas Investment Company, LLC	41.19K	Sep 30, 21	+73	0.01%
LEVEL FOUR FINANCIAL, LLC	14.81K	Sep 30, 21	--	0.00%
BBVA USA	1.04K	Sep 30, 21	--	0.00%
BADGLEY PHELPS & BELL INC	15.80K	Jun 30, 21	--	0.01%
Cowen Prime Services LLC	2.70K	Jun 30, 21	--	0.00%
ROWLAND CARMICHAEL ADVISORS INC /ADV	72.77K	Dec 31, 20	+72.77K	0.02%
Winslow, Evans & Crocker, Inc.	39.50K	Dec 31, 20	-3.64K	0.01%
JD CAPITAL MANAGEMENT LLC	12.00K	Dec 31, 20	+12.00K	0.00%
Argent Wealth Management LLC	223.28K	Jun 30, 20	-2.50K	0.07%
FIDUCIARY TRUST INTERNATIONAL LLC	15.47K	Jun 30, 20	+417	0.01%
LADENBURG THALMANN FINANCIAL SERVICES INC.	516.26K	Dec 31, 19	-21.80K	0.17%
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX	136.73K	Dec 31, 19	-246	0.04%
Advisor Group, Inc.	59.34K	Dec 31, 19	-6.15K	0.02%
SUNTRUST BANKS INC	55.24K	Sep 30, 19	+9.81K	0.02%
BB&T SECURITIES, LLC	44.19K	Sep 30, 19	+1.40K	0.01%
HARVEST CAPITAL MANAGEMENT INC	30.74K	Jun 30, 19	--	0.01%
Evanston Investments, Inc., dba Evanston Advisors	11.00K	Dec 31, 18	--	0.00%
CUE ADVISORY SERVICES, INC.	11.39K	Sep 30, 18	--	0.00%
IFC Holdings Incorporated/FL	87.20K	Dec 31, 17	--	0.03%
SII INVESTMENTS INC/WI	72.76K	Dec 31, 17	-100	0.02%
BB&T INVESTMENT SERVICES, INC.	1.00K	Dec 31, 17	+1.00K	0.00%
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-10.69K	--
Commonwealth Equity Services, Inc	266.35K	Jun 30, 17	+55.93K	0.09%
Virtu KCG Holdings LLC	18.88K	Jun 30, 17	+18.88K	0.01%
WFG Advisors, LP	926	Jun 30, 17	+23	0.00%
MSI Financial Services Inc	30.91K	Dec 31, 16	-2.37K	0.01%
BlackRock Investment Management, LLC	25	Dec 31, 16	+25	0.00%
ANCORA FAMILY WEALTH ADVISORS, LLC	58.65K	Sep 30, 16	+983	0.02%
Investors Capital Advisory Services	26.59K	Jun 30, 16	+10.36K	0.01%
VSR Financial Services, Inc.	--	Jun 30, 16	-42.67K	--
Carnick & Kubik, LLC	1.30K	Mar 31, 16	+1.30K	0.00%
Gupta Wealth Management LLC	--	Mar 31, 16	-438	--
SOUTH GEORGIA CAPITAL, LLC	8.35K	Sep 30, 15	--	0.00%
MANAGED ACCOUNT ADVISORS LLC	--	Jun 30, 15	-4	--
COHEN & STEERS CAPITAL MANAGEMENT INC	1.75M	Mar 31, 15	+1.75M	0.57%
BAIRD ROBERT W & CO INC /WI/	165.26K	Mar 31, 15	-40.90K	0.05%
Dominick & Dominick LLC	25.00K	Dec 31, 14	--	0.01%
NEW ENGLAND SECURITIES CORP /MA/	2.13K	Dec 31, 14	+176	0.00%
Gary Goldberg Planning Services Inc	1.90K	Dec 31, 14	--	0.00%
UBS AG	2.60M	Sep 30, 14	+218.00K	0.85%
McAdams Wright Ragen, Inc.	72.00K	Sep 30, 14	+72.00K	0.02%
1919 Investment Counsel, LLC	2.50K	Sep 30, 14	--	0.00%
KMS FINANCIAL SERVICES, INC	21.35K	Jun 30, 14	-41.97K	0.01%
Strategic Capital Group LLC	7.08K	Jun 30, 14	--	0.00%
Jane Street Holding, LLC	33.57K	Dec 31, 13	+3.97K	0.01%
STIFEL NICOLAUS & CO INC \MO\	75.71K	Sep 30, 13	+8.50K	0.02%
First Allied Securities, Inc.	65.23K	Jun 30, 12	+54.48K	0.02%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	899.85K	Jun 30, 10	-94.55K	0.29%
RBC TRUSTEES (Jersey) LTD	5.00K	Sep 30, 09	--	0.00%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

MORGAN STANLEY

23.49M

Mar 31, 26

-713.72K

7.68%

LPL Financial LLC

3.79M

Mar 31, 26

+21.65K

1.24%

Invesco Ltd.

3.73M

Mar 31, 26

+23.36K

1.22%

BANK OF AMERICA CORP /DE/

2.69M

Mar 31, 26

+11.85K

0.88%

RAYMOND JAMES FINANCIAL INC

2.22M

Mar 31, 26

+114.50K

0.73%

WELLS FARGO & COMPANY/MN

1.41M

Mar 31, 26

+152.35K

0.46%

Janney Montgomery Scott LLC

1.40M

Mar 31, 26

+57.10K

0.46%

ROYAL BANK OF CANADA

1.38M

Mar 31, 26

-18.48K

0.45%

Advisors Asset Management, Inc.

1.33M

Mar 31, 26

+56.14K

0.43%

GUGGENHEIM CAPITAL LLC

1.23M

Mar 31, 26

-64.48K

0.40%

STIFEL FINANCIAL CORP

1.20M

Mar 31, 26

+165.18K

0.39%

Allspring Global Investments Holdings, LLC

1.19M

Mar 31, 26

-19.45K

0.39%

Karpus Management, Inc.

1.18M

Mar 31, 26

-289.35K

0.39%

COHEN & STEERS, INC.

1.05M

Mar 31, 26

+85.00K

0.34%

AMERIPRISE FINANCIAL INC

962.83K

Mar 31, 26

-25.98K

0.31%

HighTower Advisors, LLC

860.15K

Mar 31, 26

+27.01K

0.28%

Formidable Asset Management, LLC

843.40K

Mar 31, 26

-72.93K

0.28%

Prosperity Consulting Group, LLC

741.74K

Mar 31, 26

+13.05K

0.24%

UBS Group AG

716.05K

Mar 31, 26

+13.11K

0.23%

Snowden Capital Advisors LLC

657.08K

Mar 31, 26

-5.84K

0.21%

Focused Wealth Management, Inc

598.53K

Mar 31, 26

-8.84K

0.20%

Kestra Advisory Services, LLC

577.75K

Mar 31, 26

+115.13K

0.19%

ADVISOR GROUP HOLDINGS, INC.

559.07K

Mar 31, 26

+48.43K

0.18%

SAM Advisors, LLC

522.54K

Mar 31, 26

+9.07K

0.17%

Rockefeller Capital Management L.P.

499.49K

Mar 31, 26

+28.36K

0.16%

Cetera Investment Advisers

456.01K

Mar 31, 26

-4.66K

0.15%

CoreCap Advisors, LLC

414.18K

Mar 31, 26

+3.65K

0.14%

KMG FIDUCIARY PARTNERS, LLC

364.29K

Mar 31, 26

+3.72K

0.12%

COMMONWEALTH EQUITY SERVICES, LLC

355.09K

Mar 31, 26

-345.26K

0.12%

Cambridge Investment Research Advisors, Inc.

304.86K

Mar 31, 26

+14.68K

0.10%

Cerity Partners LLC

292.00K

Mar 31, 26

-256

0.10%

Marks Group Wealth Management, Inc

219.29K

Mar 31, 26

-11.17K

0.07%

Clearstead Advisors, LLC

215.81K

Mar 31, 26

+215.81K

0.07%

TRUIST FINANCIAL CORP

212.80K

Mar 31, 26

+5.03K

0.07%

Shaker Financial Services, LLC

207.96K

Mar 31, 26

-57.16K

0.07%

WILEY BROS.-AINTREE CAPITAL, LLC

205.87K

Mar 31, 26

+26.15K

0.07%

WOLVERINE ASSET MANAGEMENT LLC

190.84K

Mar 31, 26

+190.84K

0.06%

BLAIR WILLIAM & CO/IL

175.23K

Mar 31, 26

-950

0.06%

Pointe Capital Management LLC

168.11K

Mar 31, 26

+22.62K

0.05%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

165.00K

Mar 31, 26

-24.55K

0.05%

MERCER GLOBAL ADVISORS INC /ADV

163.93K

Mar 31, 26

+144.34K

0.05%

FIFTH THIRD BANCORP

162.60K

Mar 31, 26

+161.75K

0.05%

High Net Worth Advisory Group LLC

151.79K

Mar 31, 26

0.05%

GOLDMAN SACHS GROUP INC

146.36K

Mar 31, 26

+13.72K

0.05%

Mariner, LLC

146.06K

Mar 31, 26

+2.39K

0.05%

one8zero8, LLC

139.15K

Mar 31, 26

0.05%

PRINCIPAL SECURITIES, INC.

137.43K

Mar 31, 26

-9.21K

0.04%

Steward Partners Investment Advisory, LLC

136.92K

Mar 31, 26

-1.37K

0.04%

Avestar Capital, LLC

135.20K

Mar 31, 26

-20.50K

0.04%

Allworth Financial LP

125.05K

Mar 31, 26

-195

0.04%

Integrated Wealth Concepts LLC

115.06K

Mar 31, 26

+9.03K

0.04%

Morey & Quinn Wealth Partners, LLC

111.50K

Mar 31, 26

0.04%

Northstar Advisory Group, LLC

105.09K

Mar 31, 26

-956

0.03%

Kovack Advisors, Inc.

102.51K

Mar 31, 26

+7.99K

0.03%

THRIVENT FINANCIAL FOR LUTHERANS

99.72K

Mar 31, 26

0.03%

BEARING POINT CAPITAL, LLC

95.60K

Mar 31, 26

+1.60K

0.03%

Sanctuary Advisors, LLC

95.57K

Mar 31, 26

-5.32K

0.03%

D.A. DAVIDSON & CO.

95.41K

Mar 31, 26

+181

0.03%

CENTAURUS FINANCIAL, INC.

91.74K

Mar 31, 26

-1.62K

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

90.58K

Mar 31, 26

+90.58K

0.03%

Leo Wealth, LLC

88.89K

Mar 31, 26

0.03%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

88.52K

Mar 31, 26

+8.56K

0.03%

Colony Group, LLC

79.95K

Mar 31, 26

-36.73K

0.03%

CI Private Wealth, LLC

69.51K

Mar 31, 26

-1.61K

0.02%

MILLENNIUM MANAGEMENT LLC

67.17K

Mar 31, 26

+67.17K

0.02%

NWF Advisory Services Inc.

66.03K

Mar 31, 26

-200

0.02%

Ameritas Advisory Services, LLC

64.76K

Mar 31, 26

0.02%

Merit Financial Group, LLC

64.20K

Mar 31, 26

-340

0.02%

David J Yvars Group

62.93K

Mar 31, 26

+370

0.02%

Diligent Investors, LLC

62.24K

Mar 31, 26

+608

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

59.79K

Mar 31, 26

-4.05K

0.02%

Creative Planning

57.63K

Mar 31, 26

+879

0.02%

PFG Investments, LLC

55.12K

Mar 31, 26

-4.37K

0.02%

COMMONS CAPITAL, LLC

53.54K

Mar 31, 26

+22.65K

0.02%

Farther Finance Advisors, LLC

53.02K

Mar 31, 26

+1.46K

0.02%

ENVESTNET ASSET MANAGEMENT INC

52.99K

Mar 31, 26

+4.80K

0.02%

Summit Financial, LLC

52.90K

Mar 31, 26

-725

0.02%

CAPTRUST FINANCIAL ADVISORS

52.76K

Mar 31, 26

+9.30K

0.02%

Investmark Advisory Group LLC

52.74K

Mar 31, 26

+2.57K

0.02%

JGP Wealth Management, LLC

52.50K

Mar 31, 26

0.02%

Dakota Wealth Management

52.16K

Mar 31, 26

-1.93K

0.02%

WEDBUSH SECURITIES INC

51.48K

Mar 31, 26

-3.07K

0.02%

INDEPENDENT FINANCIAL GROUP, LLC

51.09K

Mar 31, 26

-2.56K

0.02%

READYSTATE ASSET MANAGEMENT LP

50.75K

Mar 31, 26

+50.75K

0.02%

Logan Stone Capital, LLC

48.33K

Mar 31, 26

+48.33K

0.02%

WEALTH EFFECTS LLC

47.97K

Mar 31, 26

-95

0.02%

Atomi Financial Group, Inc.

46.36K

Mar 31, 26

0.02%

COMMERCE BANK

46.30K

Mar 31, 26

+12.77K

0.02%

MML INVESTORS SERVICES, LLC

43.19K

Mar 31, 26

-617

0.01%

JANE STREET GROUP, LLC

42.58K

Mar 31, 26

-18.91K

0.01%

Sound Income Strategies, LLC

41.60K

Mar 31, 26

0.01%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

40.76K

Mar 31, 26

-1.10K

0.01%

Sunpointe, LLC

40.45K

Mar 31, 26

+1.18K

0.01%

HARBOUR INVESTMENTS, INC.

39.40K

Mar 31, 26

+19.22K

0.01%

Post Resch Tallon Group Inc.

39.37K

Mar 31, 26

+227

0.01%

Pathstone Holdings, LLC

37.83K

Mar 31, 26

0.01%

Semus Wealth Partners LLC

36.94K

Mar 31, 26

+774

0.01%

Cranbrook Wealth Management, LLC

36.92K

Mar 31, 26

0.01%

Mill Creek Capital Advisors, LLC

35.66K

Mar 31, 26

0.01%

Stockman Wealth Management, Inc.

34.53K

Mar 31, 26

0.01%

MONEY CONCEPTS CAPITAL CORP

33.73K

Mar 31, 26

-1.38K

0.01%

Focus Financial Network, Inc.

32.77K

Mar 31, 26

+448

0.01%

OPPENHEIMER & CO INC

32.72K

Mar 31, 26

-92.88K

0.01%

Amplius Wealth Advisors, LLC

32.17K

Mar 31, 26

+14

0.01%

BENJAMIN EDWARDS INC

32.15K

Mar 31, 26

-187

0.01%

Garden State Investment Advisory Services LLC

31.61K

Mar 31, 26

+1.24K

0.01%

LeClair Wealth Partners LLC

30.94K

Mar 31, 26

+30.94K

0.01%

Navis Wealth Advisors, LLC

30.02K

Mar 31, 26

-85

0.01%

SILVERLAKE WEALTH MANAGEMENT LLC

29.63K

Mar 31, 26

0.01%

J.W. COLE ADVISORS, INC.

29.35K

Mar 31, 26

-40.27K

0.01%

MKT Advisors LLC

29.01K

Mar 31, 26

-4.10K

0.01%

Private Advisor Group, LLC

28.68K

Mar 31, 26

0.01%

First Heartland Consultants, Inc.

28.60K

Mar 31, 26

+104

0.01%

Apollon Wealth Management, LLC

28.31K

Mar 31, 26

+308

0.01%

Stonebridge Financial Planning Group, LLC

28.07K

Mar 31, 26

+65

0.01%

Sage Capital Management, LLC

27.43K

Mar 31, 26

0.01%

MISSION WEALTH MANAGEMENT, LP

27.21K

Mar 31, 26

0.01%

M Holdings Securities, Inc.

27.18K

Mar 31, 26

+159

0.01%

Mendel Capital Management LLC

26.70K

Mar 31, 26

+26.70K

0.01%

MCDONALD PARTNERS LLC

26.46K

Mar 31, 26

+9.26K

0.01%

CreativeOne Wealth, LLC

26.25K

Mar 31, 26

0.01%

HORAN Wealth, LLC

26.12K

Mar 31, 26

0.01%

NATIXIS ADVISORS, L.P.

25.83K

Mar 31, 26

-6

0.01%

Successful Portfolios LLC

24.79K

Mar 31, 26

-3.00K

0.01%

Stratos Wealth Advisors, LLC

24.00K

Mar 31, 26

0.01%

Moors & Cabot, Inc.

23.93K

Mar 31, 26

-8.81K

0.01%

HBK Sorce Advisory LLC

23.73K

Mar 31, 26

0.01%

Stratos Wealth Partners, LTD.

23.72K

Mar 31, 26

-730

0.01%

Marex Group plc

22.24K

Mar 31, 26

+22.24K

0.01%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

22.10K

Mar 31, 26

+3.75K

0.01%

FLAGSHIP HARBOR ADVISORS, LLC

21.56K

Mar 31, 26

0.01%

Beaumont Financial Advisors, LLC

21.26K

Mar 31, 26

0.01%

Prospera Financial Services Inc

21.20K

Mar 31, 26

+8.60K

0.01%

EP Wealth Advisors, LLC

21.19K

Mar 31, 26

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

21.09K

Mar 31, 26

+1.17K

0.01%

Gateway Wealth Partners, LLC

20.55K

Mar 31, 26

+10.28K

0.01%

FRANKLIN RESOURCES INC

20.13K

Mar 31, 26

+1.00K

0.01%

Arlington Capital Management, Inc.

20.05K

Mar 31, 26

+653

0.01%

Diversified Portfolios, Inc.

19.90K

Mar 31, 26

0.01%

U.S. Capital Wealth Advisors, LLC

19.81K

Mar 31, 26

-18

0.01%

NBC SECURITIES, INC.

19.77K

Mar 31, 26

+7.80K

0.01%

Spire Wealth Management

19.49K

Mar 31, 26

+404

0.01%

StoneX Group Inc.

19.40K

Mar 31, 26

-5.98K

0.01%

Venture Visionary Partners LLC

19.30K

Mar 31, 26

0.01%

SeaCrest Wealth Management, LLC

19.17K

Mar 31, 26

-1.20K

0.01%

MBL Wealth, LLC

19.15K

Mar 31, 26

0.01%

Empower Advisory Group, LLC

19.00K

Mar 31, 26

0.01%

BROWN ADVISORY INC

18.80K

Mar 31, 26

0.01%

SAX WEALTH ADVISORS, LLC

18.60K

Mar 31, 26

0.01%

Founders Financial Alliance, LLC

18.43K

Mar 31, 26

+831

0.01%

BEACON INVESTMENT ADVISORY SERVICES, INC.

18.22K

Mar 31, 26

+1.93K

0.01%

BOOTHBAY FUND MANAGEMENT, LLC

18.10K

Mar 31, 26

+18.10K

0.01%

Meridian Wealth Advisors, LLC

17.94K

Mar 31, 26

0.01%

Waverly Advisors, LLC

17.29K

Mar 31, 26

+1.33K

0.01%

Strait & Sound Wealth Management LLC

17.20K

Mar 31, 26

0.01%

Gladstone Institutional Advisory LLC

16.78K

Mar 31, 26

0.01%

WealthBridge Capital Management, LLC

16.66K

Mar 31, 26

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

16.47K

Mar 31, 26

+3.12K

0.01%

Heritage Wealth Management, Inc.

16.29K

Mar 31, 26

-3.84K

0.01%

Retirement Solution Inc.

16.14K

Mar 31, 26

+342

0.01%

Summit Investment Advisory Services, LLC

15.94K

Mar 31, 26

+335

0.01%

Baird Financial Group, Inc.

15.93K

Mar 31, 26

+15.93K

0.01%

KPP Advisory Services LLC

15.72K

Mar 31, 26

-1.99K

0.01%

FIDUCIARY TRUST CO

15.38K

Mar 31, 26

0.01%

TWO SIGMA SECURITIES, LLC

15.16K

Mar 31, 26

+2.75K

0.00%

COOPER/HAIMS ADVISORS, LLC

14.75K

Mar 31, 26

0.00%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

14.71K

Mar 31, 26

+14.71K

0.00%

CITADEL ADVISORS LLC

14.71K

Mar 31, 26

+14.71K

0.00%

MATRIX PRIVATE CAPITAL GROUP LLC

14.47K

Mar 31, 26

+14.47K

0.00%

Black Diamond Financial, LLC

14.37K

Mar 31, 26

-2.06K

0.00%

Van Hulzen Asset Management, LLC

14.35K

Mar 31, 26

0.00%

EVOKE WEALTH, LLC

14.23K

Mar 31, 26

+2.50K

0.00%

Catalina Capital Group, LLC

14.05K

Mar 31, 26

0.00%

PARK AVENUE SECURITIES LLC

14.01K

Mar 31, 26

-350

0.00%

VSM Wealth Advisory, LLC

14.00K

Mar 31, 26

+14.00K

0.00%

Sunbelt Securities, Inc.

13.96K

Mar 31, 26

+225

0.00%

Herold Advisors, Inc.

13.68K

Mar 31, 26

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

13.50K

Mar 31, 26

+800

0.00%

Independent Advisor Alliance

13.11K

Mar 31, 26

+13.11K

0.00%

ASSETMARK, INC

12.93K

Mar 31, 26

+10.68K

0.00%

Cresset Asset Management, LLC

12.70K

Mar 31, 26

+32

0.00%

Modern Wealth Management, LLC

12.47K

Mar 31, 26

+393

0.00%

Pensionmark Financial Group, LLC

12.26K

Mar 31, 26

+59

0.00%

Waterfront Wealth Inc.

12.12K

Mar 31, 26

-480

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

12.11K

Mar 31, 26

+43

0.00%

DAVENPORT & Co LLC

11.93K

Mar 31, 26

0.00%

FORTRESS PRIVATE LEDGER, LLC

11.72K

Mar 31, 26

0.00%

WealthSpring Partners, LLC

11.54K

Mar 31, 26

0.00%

Lido Advisors, LLC

11.53K

Mar 31, 26

-1.68K

0.00%

Insight Advisors, LLC/ PA

11.50K

Mar 31, 26

0.00%

WELCH & FORBES LLC

11.50K

Mar 31, 26

0.00%

Blue Chip Partners, LLC

11.49K

Mar 31, 26

0.00%

Investment Partners Asset Management, Inc.

11.18K

Mar 31, 26

0.00%

Wealth Alliance

10.91K

Mar 31, 26

+231

0.00%

Impact Partnership Wealth, LLC

10.86K

Mar 31, 26

+289

0.00%

SPIREPOINT PRIVATE CLIENT, LLC

10.68K

Mar 31, 26

0.00%

Princeton Global Asset Management LLC

10.53K

Mar 31, 26

0.00%

Destiny Wealth Partners, LLC

10.49K

Mar 31, 26

+10.49K

0.00%

Concurrent Investment Advisors, LLC

10.07K

Mar 31, 26

+49

0.00%

Ronald Blue Trust, Inc.

10.00K

Mar 31, 26

0.00%

CITIGROUP INC

9.30K

Mar 31, 26

-4

0.00%

Plante Moran Financial Advisors, LLC

9.22K

Mar 31, 26

0.00%

PFS Partners, LLC

9.19K

Mar 31, 26

+194

0.00%

BRYN MAWR TRUST Co

9.00K

Mar 31, 26

0.00%

Colonial Trust Advisors

8.75K

Mar 31, 26

0.00%

Activest Wealth Management

8.16K

Mar 31, 26

0.00%

Gen-Wealth Partners Inc

7.80K

Mar 31, 26

0.00%

Atlantic Union Bankshares Corp

6.50K

Mar 31, 26

0.00%

Millstone Evans Group, LLC

6.39K

Mar 31, 26

0.00%

CWM, LLC

5.30K

Mar 31, 26

+4.31K

0.00%

MAI Capital Management

5.26K

Mar 31, 26

+3.65K

0.00%

BankPlus Trust Department

5.00K

Mar 31, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

5.00K

Mar 31, 26

0.00%

Cypress Capital Management LLC (WY)

5.00K

Mar 31, 26

0.00%

HHM Wealth Advisors, LLC

4.73K

Mar 31, 26

+99

0.00%

Bogart Wealth, LLC

4.54K

Mar 31, 26

0.00%

BARRETT & COMPANY, INC.

4.35K

Mar 31, 26

+4.35K

0.00%

Parallel Advisors, LLC

4.04K

Mar 31, 26

-5.93K

0.00%

Advisory Services Network, LLC

3.83K

Mar 31, 26

+3.83K

0.00%

PETERSON WEALTH MANAGEMENT

3.67K

Mar 31, 26

+3.67K

0.00%

Geneos Wealth Management Inc.

3.62K

Mar 31, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

3.35K

Mar 31, 26

0.00%

EASTERN BANK

3.21K

Mar 31, 26

0.00%

BOKF, NA

2.90K

Mar 31, 26

0.00%

Cornerstone Planning Group LLC

2.85K

Mar 31, 26

+80

0.00%

Financial Management Professionals, Inc.

2.83K

Mar 31, 26

0.00%

Colonial Trust Co / SC

2.80K

Mar 31, 26

+2.80K

0.00%

LRI Investments, LLC

2.73K

Mar 31, 26

0.00%

American Capital Advisory, LLC

2.65K

Mar 31, 26

0.00%

Vermillion Wealth Management, Inc.

2.65K

Mar 31, 26

0.00%

Bollard Group LLC

2.52K

Mar 31, 26

+2.52K

0.00%

PRIVATE TRUST CO NA

2.50K

Mar 31, 26

0.00%

US BANCORP \DE\

2.47K

Mar 31, 26

0.00%

CX Institutional

2.46K

Mar 31, 26

-360

0.00%

HANTZ FINANCIAL SERVICES, INC.

2.19K

Mar 31, 26

+2.19K

0.00%

CENTRAL TRUST Co

2.00K

Mar 31, 26

0.00%

CITY HOLDING CO

2.00K

Mar 31, 26

-2.00K

0.00%

OLD POINT TRUST & FINANCIAL SERVICES N A

2.00K

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

1.95K

Mar 31, 26

0.00%

Hughes Financial Services, LLC

1.87K

Mar 31, 26

-1.76K

0.00%

TD Capital Management LLC

1.80K

Mar 31, 26

0.00%

WPG Advisers, LLC

1.50K

Mar 31, 26

0.00%

ZRC WEALTH MANAGEMENT, LLC

1.50K

Mar 31, 26

0.00%

FMR LLC

1.48K

Mar 31, 26

-103

0.00%

Parkside Financial Bank & Trust

1.47K

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

1.33K

Mar 31, 26

+1.33K

0.00%

JONES FINANCIAL COMPANIES LLLP

1.14K

Mar 31, 26

+1.14K

0.00%

VISION FINANCIAL MARKETS LLC

1.13K

Mar 31, 26

+24

0.00%

IFP Advisors, Inc

1.00K

Mar 31, 26

-700

0.00%

Avion Wealth

1.00K

Mar 31, 26

0.00%

GAMMA Investing LLC

953

Mar 31, 26

-312

0.00%

Atlantic Edge Private Wealth Management, LLC

900

Mar 31, 26

0.00%

Pinnacle Bancorp, Inc.

841

Mar 31, 26

0.00%

Salomon & Ludwin, LLC

805

Mar 31, 26

0.00%

NBT BANK N A /NY

800

Mar 31, 26

+790

0.00%

POM Investment Strategies, LLC

750

Mar 31, 26

+750

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

578

Mar 31, 26

+578

0.00%

Smartleaf Asset Management LLC

555

Mar 31, 26

+330

0.00%

Pinnacle Wealth Planning Services, Inc.

500

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

429

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

385

Mar 31, 26

0.00%

CHILTON CAPITAL MANAGEMENT LLC

362

Mar 31, 26

+362

0.00%

Key FInancial Inc

349

Mar 31, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

310

Mar 31, 26

+310

0.00%

FINANCIAL CONSULATE, INC

300

Mar 31, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

296

Mar 31, 26

0.00%

JPMORGAN CHASE & CO

273

Mar 31, 26

+114

0.00%

TRUST CO OF TOLEDO NA /OH/

250

Mar 31, 26

0.00%

Tidemark, LLC

218

Mar 31, 26

+18

0.00%

Golden State Equity Partners

100

Mar 31, 26

+100

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

+42

0.00%

WHITTIER TRUST CO OF NEVADA INC

Mar 31, 26

+53

0.00%

TD PRIVATE CLIENT WEALTH LLC

Mar 31, 26

0.00%

1607 Capital Partners, LLC

Mar 31, 26

-129.71K

INSIGNEO ADVISORY SERVICES, LLC

Mar 31, 26

-18.40K

IEQ CAPITAL, LLC

Mar 31, 26

-11.55K

FIRST HORIZON CORP

Mar 31, 26

-2.92K

Badgley Phelps Wealth Managers, LLC

Mar 31, 26

-10.28K

Jessup Wealth Management, Inc

Mar 31, 26

-2.79K

SRS Capital Advisors, Inc.

Mar 31, 26

-2.46K

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Mar 31, 26

-13.68K

Wealth Preservation Advisors, LLC

Mar 31, 26

-850

AE Wealth Management LLC

Mar 31, 26

-10.68K

IFC Advisors LLC

Mar 31, 26

-51.97K

NewEdge Advisors, LLC

Mar 31, 26

-442.42K

Penserra Capital Management LLC

Mar 31, 26

-802.31K

WINEBRENNER CAPITAL MANAGEMENT LLC

Mar 31, 26

-70.00K

Naviter Wealth, LLC

Mar 31, 26

-11.66K

Legacy Wealth Managment, LLC/ID

Mar 31, 26

-1.69K

Root Financial Partners, LLC

Mar 31, 26

-125

Charles Schwab Trust Co

Mar 31, 26

-13.85K

Beacon Pointe Advisors, LLC

Mar 31, 26

-12.12K

BOK Financial Private Wealth, Inc.

Mar 31, 26

-75

COMERICA BANK

160.89K

Dec 31, 25

-3.47K

0.05%

Clarius Group, LLC

107.91K

Dec 31, 25

0.04%

MGB Wealth Management, LLC

55.82K

Dec 31, 25

-146

0.02%

Main Street Financial Solutions, LLC

18.38K

Dec 31, 25

+18.38K

0.01%

Sunbelt Securities, Inc.

13.74K

Dec 31, 25

+73

0.00%

CIBC Private Wealth Group, LLC

8.92K

Dec 31, 25

+102

0.00%

SOA Wealth Advisors, LLC.

5.34K

Dec 31, 25

+86

0.00%

Global Retirement Partners, LLC

1.88K

Dec 31, 25

0.00%

ORG Partners LLC

390

Dec 31, 25

0.00%

Moloney Securities Asset Management, LLC

20.76K

Sep 30, 25

+168

0.01%

Sonora Investment Management Group, LLC

11.71K

Sep 30, 25

0.00%

OPTIMUM INVESTMENT ADVISORS

6.55K

Sep 30, 25

0.00%

Atria Wealth Solutions, Inc.

63.74K

Jun 30, 25

+30.31K

0.02%

AVANTAX ADVISORY SERVICES, INC.

36.12K

Jun 30, 25

+8.28K

0.01%

Horan Securities, Inc.

25.79K

Jun 30, 25

+173

0.01%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

3.00K

Jun 30, 25

+3.00K

0.00%

MONTAG & CALDWELL, LLC

Jun 30, 25

0.00%

Sheaff Brock Investment Advisors, LLC

116.06K

Mar 31, 25

+17

0.04%

CAROLINAS WEALTH CONSULTING LLC

20.40K

Mar 31, 25

0.01%

Sandy Spring Bank

6.50K

Mar 31, 25

-2.00K

0.00%

Tallon Kerry Patrick

30.98K

Dec 31, 24

+30.98K

0.01%

AlphaMark Advisors, LLC

16.00K

Dec 31, 24

0.01%

WR Wealth Planners, LLC

2.60K

Dec 31, 24

0.00%

WINTRUST INVESTMENTS LLC

1.70K

Dec 31, 24

+1.70K

0.00%

Merriman Wealth Management, LLC

Dec 31, 24

-20.27K

Raymond James Financial Services Advisors, Inc.

1.27M

Sep 30, 24

+104.75K

0.42%

RAYMOND JAMES & ASSOCIATES

974.65K

Sep 30, 24

+438

0.32%

RAYMOND JAMES TRUST N.A.

76.40K

Sep 30, 24

-749

0.02%

CIC Wealth, LLC

13.23K

Sep 30, 24

+693

0.00%

9258 Wealth Management, LLC

10.43K

Sep 30, 24

0.00%

Carmichael Hill & Associates, Inc.

1.03K

Sep 30, 24

+1.03K

0.00%

Flow State Investments, L.P.

Sep 30, 24

-128.60K

Gratus Capital LLC

36.84K

Jun 30, 24

+43

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

31.18K

Jun 30, 24

0.01%

ICA Group Wealth Management, LLC

2.07K

Jun 30, 24

0.00%

Relative Value Partners Group, LLC

Jun 30, 24

-11.67K

Cetera Advisor Networks LLC

172.62K

Mar 31, 24

+13.93K

0.06%

Cetera Advisors LLC

50.63K

Mar 31, 24

-28.57K

0.02%

Retirement Group, LLC

19.89K

Mar 31, 24

0.01%

CAMBRIDGE TRUST CO

1.78K

Mar 31, 24

0.00%

FOCUS FINANCIAL NETWORK INC /ADV

22.14K

Dec 31, 23

+22.14K

0.01%

Bartlett & Co. LLC

5.75K

Dec 31, 23

0.00%

Baystate Wealth Management LLC

1.09K

Dec 31, 23

+24

0.00%

PATHSTONE FAMILY OFFICE, LLC

32.00K

Sep 30, 23

0.01%

COLONY GROUP LLC

27.74K

Sep 30, 23

0.01%

Wealth Management Solutions, LLC

11.60K

Sep 30, 23

0.00%

ADVISOR PARTNERS II, LLC

10.30K

Sep 30, 23

0.00%

LEO BROKERAGE, LLC

88.89K

Jun 30, 23

0.03%

First Capital Advisors Group, LLC.

2.79K

Jun 30, 23

+2.79K

0.00%

Cowen Prime Advisors LLC

2.70K

Jun 30, 23

0.00%

BDO Wealth Advisors, LLC

900

Jun 30, 23

0.00%

Endurance Wealth Management, Inc.

Jun 30, 23

-990

Ahrens Investment Partners LLC

4.58K

Mar 31, 23

+4.58K

0.00%

Ford Financial Group, LLC

Mar 31, 23

-11.99K

Personal Capital Advisors Corp

19.00K

Dec 31, 22

-3.00K

0.01%

Newman & Schimel, LLC

13.20K

Dec 31, 22

0.00%

EATON VANCE MANAGEMENT

59.21K

Sep 30, 22

-1.15K

0.02%

Kingsbury Capital Investment Advisors LLC

26.24K

Sep 30, 22

+366

0.01%

American Portfolios Advisors

10.69K

Sep 30, 22

+33

0.00%

FourThought Financial, LLC

847

Sep 30, 22

0.00%

Brown Advisory Securities, LLC

Sep 30, 22

-11.61K

ACG Wealth

Sep 30, 22

-1.24K

B. Riley Wealth Management, Inc.

14.00K

Jun 30, 22

-13.92K

0.00%

ADVISOR PARTNERS LLC

10.30K

Jun 30, 22

+10.30K

0.00%

Cordasco Financial Network

3.64K

Jun 30, 22

+57

0.00%

BAR HARBOR TRUST SERVICES

Jun 30, 22

-21.52K

Lenox Wealth Advisors, LLC

1.93K

Mar 31, 22

0.00%

NEXT Financial Group, Inc

11.05K

Dec 31, 21

+3.82K

0.00%

Carroll Financial Associates, Inc.

250

Dec 31, 21

0.00%

Ameritas Investment Company, LLC

41.19K

Sep 30, 21

+73

0.01%

LEVEL FOUR FINANCIAL, LLC

14.81K

Sep 30, 21

0.00%

BBVA USA

1.04K

Sep 30, 21

0.00%

BADGLEY PHELPS & BELL INC

15.80K

Jun 30, 21

0.01%

Cowen Prime Services LLC

2.70K

Jun 30, 21

0.00%

ROWLAND CARMICHAEL ADVISORS INC /ADV

72.77K

Dec 31, 20

+72.77K

0.02%

Winslow, Evans & Crocker, Inc.

39.50K

Dec 31, 20

-3.64K

0.01%

JD CAPITAL MANAGEMENT LLC

12.00K

Dec 31, 20

+12.00K

0.00%

Argent Wealth Management LLC

223.28K

Jun 30, 20

-2.50K

0.07%

FIDUCIARY TRUST INTERNATIONAL LLC

15.47K

Jun 30, 20

+417

0.01%

LADENBURG THALMANN FINANCIAL SERVICES INC.

516.26K

Dec 31, 19

-21.80K

0.17%

FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX

136.73K

Dec 31, 19

-246

0.04%

Advisor Group, Inc.

59.34K

Dec 31, 19

-6.15K

0.02%

SUNTRUST BANKS INC

55.24K

Sep 30, 19

+9.81K

0.02%

BB&T SECURITIES, LLC

44.19K

Sep 30, 19

+1.40K

0.01%

HARVEST CAPITAL MANAGEMENT INC

30.74K

Jun 30, 19

0.01%

Evanston Investments, Inc., dba Evanston Advisors

11.00K

Dec 31, 18

0.00%

CUE ADVISORY SERVICES, INC.

11.39K

Sep 30, 18

0.00%

IFC Holdings Incorporated/FL

87.20K

Dec 31, 17

0.03%

SII INVESTMENTS INC/WI

72.76K

Dec 31, 17

-100

0.02%

BB&T INVESTMENT SERVICES, INC.

1.00K

Dec 31, 17

+1.00K

0.00%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-10.69K

Commonwealth Equity Services, Inc

266.35K

Jun 30, 17

+55.93K

0.09%

Virtu KCG Holdings LLC

18.88K

Jun 30, 17

+18.88K

0.01%

WFG Advisors, LP

926

Jun 30, 17

+23

0.00%

MSI Financial Services Inc

30.91K

Dec 31, 16

-2.37K

0.01%

BlackRock Investment Management, LLC

Dec 31, 16

+25

0.00%

ANCORA FAMILY WEALTH ADVISORS, LLC

58.65K

Sep 30, 16

+983

0.02%

Investors Capital Advisory Services

26.59K

Jun 30, 16

+10.36K

0.01%

VSR Financial Services, Inc.

Jun 30, 16

-42.67K

Carnick & Kubik, LLC

1.30K

Mar 31, 16

+1.30K

0.00%

Gupta Wealth Management LLC

Mar 31, 16

-438

SOUTH GEORGIA CAPITAL, LLC

8.35K

Sep 30, 15

0.00%

MANAGED ACCOUNT ADVISORS LLC

Jun 30, 15

-4

COHEN & STEERS CAPITAL MANAGEMENT INC

1.75M

Mar 31, 15

+1.75M

0.57%

BAIRD ROBERT W & CO INC /WI/

165.26K

Mar 31, 15

-40.90K

0.05%

Dominick & Dominick LLC

25.00K

Dec 31, 14

0.01%

NEW ENGLAND SECURITIES CORP /MA/

2.13K

Dec 31, 14

+176

0.00%

Gary Goldberg Planning Services Inc

1.90K

Dec 31, 14

0.00%

UBS AG

2.60M

Sep 30, 14

+218.00K

0.85%

McAdams Wright Ragen, Inc.

72.00K

Sep 30, 14

+72.00K

0.02%

1919 Investment Counsel, LLC

2.50K

Sep 30, 14

0.00%

KMS FINANCIAL SERVICES, INC

21.35K

Jun 30, 14

-41.97K

0.01%

Strategic Capital Group LLC

7.08K

Jun 30, 14

0.00%

Jane Street Holding, LLC

33.57K

Dec 31, 13

+3.97K

0.01%

STIFEL NICOLAUS & CO INC \MO\

75.71K

Sep 30, 13

+8.50K

0.02%

First Allied Securities, Inc.

65.23K

Jun 30, 12

+54.48K

0.02%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

899.85K

Jun 30, 10

-94.55K

0.29%

RBC TRUSTEES (Jersey) LTD

5.00K

Sep 30, 09

0.00%