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Institutional Ownership

Top 445 Institutional Holders
HolderSharesDateChange% Held
MORGAN STANLEY23.49MJun 30, 26+1.22K7.68%
Invesco Ltd.3.91MJun 30, 26+185.90K1.28%
LPL Financial LLC3.85MJun 30, 26+63.03K1.26%
RAYMOND JAMES FINANCIAL INC2.82MJun 30, 26+593.64K0.92%
BANK OF AMERICA CORP /DE/2.71MJun 30, 26+19.40K0.88%
Janney Montgomery Scott LLC1.80MJun 30, 26+403.32K0.59%
WELLS FARGO & COMPANY/MN1.53MJun 30, 26+116.74K0.50%
Advisors Asset Management, Inc.1.39MJun 30, 26+65.91K0.46%
ROYAL BANK OF CANADA1.32MJun 30, 26-60.58K0.43%
Allspring Global Investments Holdings, LLC1.31MJun 30, 26+121.13K0.43%
STIFEL FINANCIAL CORP1.19MJun 30, 26-9.85K0.39%
Karpus Management, Inc.1.17MJun 30, 26-11.98K0.38%
GUGGENHEIM CAPITAL LLC1.15MJun 30, 26-78.38K0.38%
COHEN & STEERS, INC.1.07MJun 30, 26+25.00K0.35%
AMERIPRISE FINANCIAL INC992.46KJun 30, 26+29.64K0.32%
HighTower Advisors, LLC864.18KJun 30, 26+4.04K0.28%
Formidable Asset Management, LLC834.09KJun 30, 26-9.31K0.27%
Prosperity Consulting Group, LLC774.47KJun 30, 26+32.73K0.25%
UBS Group AG709.36KJun 30, 26-6.69K0.23%
Snowden Capital Advisors LLC659.08KJun 30, 26+2.00K0.22%
ADVISOR GROUP HOLDINGS, INC.614.24KJun 30, 26+55.17K0.20%
Rockefeller Capital Management L.P.610.40KJun 30, 26+110.91K0.20%
Focused Wealth Management, Inc600.49KJun 30, 26+1.96K0.20%
Kestra Advisory Services, LLC549.70KJun 30, 26-28.05K0.18%
SAM Advisors, LLC541.44KJun 30, 26+18.90K0.18%
NewEdge Advisors, LLC430.94KJun 30, 26-2.98K0.14%
CoreCap Advisors, LLC419.09KJun 30, 26+4.91K0.14%
COMMONWEALTH EQUITY SERVICES, LLC364.31KJun 30, 26+9.22K0.12%
Cambridge Investment Research Advisors, Inc.348.66KJun 30, 26+43.80K0.11%
KMG FIDUCIARY PARTNERS, LLC325.83KJun 30, 26-38.45K0.11%
Cerity Partners LLC287.73KJun 30, 26-4.26K0.09%
Cetera Investment Advisers263.37KJun 30, 26-192.65K0.09%
Fund Advisors of America Inc/FL247.61KJun 30, 26+7390.08%
Marks Group Wealth Management, Inc219.29KJun 30, 26--0.07%
WILEY BROS.-AINTREE CAPITAL, LLC210.47KJun 30, 26+4.59K0.07%
TRUIST FINANCIAL CORP208.56KJun 30, 26-4.24K0.07%
BEARING POINT CAPITAL, LLC181.10KJun 30, 26+85.50K0.06%
BLAIR WILLIAM & CO/IL171.94KJun 30, 26-3.28K0.06%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO166.82KJun 30, 26+1.82K0.05%
WOLVERINE ASSET MANAGEMENT LLC160.40KJun 30, 26-30.44K0.05%
High Net Worth Advisory Group LLC150.69KJun 30, 26-1.10K0.05%
Steward Partners Investment Advisory, LLC150.51KJun 30, 26+13.58K0.05%
Pointe Capital Management LLC150.41KJun 30, 26-17.70K0.05%
FIFTH THIRD BANCORP147.94KJun 30, 26-14.66K0.05%
Mariner, LLC147.67KJun 30, 26+1.62K0.05%
GOLDMAN SACHS GROUP INC137.68KJun 30, 26-8.68K0.05%
one8zero8, LLC137.65KJun 30, 26-1.50K0.04%
Avestar Capital, LLC135.20KJun 30, 26--0.04%
PRINCIPAL SECURITIES, INC.132.16KJun 30, 26-5.26K0.04%
Allworth Financial LP130.47KJun 30, 26+5.42K0.04%
S Harris Financial Group, LLC122.01KJun 30, 26+1.23K0.04%
Colony Group, LLC119.93KJun 30, 26+39.98K0.04%
THRIVENT FINANCIAL FOR LUTHERANS110.72KJun 30, 26+11.00K0.04%
Integrated Wealth Concepts LLC108.32KJun 30, 26-6.74K0.04%
MERCER GLOBAL ADVISORS INC /ADV106.79KJun 30, 26-57.14K0.03%
Morey & Quinn Wealth Partners, LLC106.20KJun 30, 26-5.30K0.03%
Kovack Advisors, Inc.105.95KJun 30, 26+3.44K0.03%
Northstar Advisory Group, LLC104.95KJun 30, 26-1330.03%
JANE STREET GROUP, LLC99.31KJun 30, 26+56.74K0.03%
D.A. DAVIDSON & CO.95.45KJun 30, 26+470.03%
Sanctuary Advisors, LLC94.04KJun 30, 26-1.53K0.03%
CENTAURUS FINANCIAL, INC.90.45KJun 30, 26-1.29K0.03%
Shaker Financial Services, LLC87.59KJun 30, 26-120.37K0.03%
Ameritas Advisory Services, LLC85.58KJun 30, 26+20.82K0.03%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC80.82KJun 30, 26-7.70K0.03%
J.W. COLE ADVISORS, INC.70.98KJun 30, 26+41.62K0.02%
CI Private Wealth, LLC68.45KJun 30, 26-1.05K0.02%
Merit Financial Group, LLC63.91KJun 30, 26-2940.02%
Pathstone Holdings, LLC63.68KJun 30, 26+25.86K0.02%
Creative Planning63.64KJun 30, 26+6.01K0.02%
Diligent Investors, LLC62.75KJun 30, 26+5020.02%
Beacon Pointe Advisors, LLC62.50KJun 30, 26+62.50K0.02%
NWF Advisory Services Inc.62.02KJun 30, 26-4.00K0.02%
ENVESTNET ASSET MANAGEMENT INC61.06KJun 30, 26+8.07K0.02%
COMMONS CAPITAL, LLC59.01KJun 30, 26+5.47K0.02%
PNC FINANCIAL SERVICES GROUP, INC.58.84KJun 30, 26-9450.02%
XTX Topco Ltd56.52KJun 30, 26+56.52K0.02%
PFG Investments, LLC55.55KJun 30, 26+4310.02%
David J Yvars Group55.07KJun 30, 26-7.86K0.02%
WEDBUSH SECURITIES INC53.88KJun 30, 26+2.40K0.02%
Post Resch Tallon Group Inc.53.61KJun 30, 26+14.23K0.02%
Investmark Advisory Group LLC53.39KJun 30, 26+6520.02%
Farther Finance Advisors, LLC52.96KJun 30, 26-600.02%
JGP Wealth Management, LLC52.50KJun 30, 26--0.02%
Dakota Wealth Management52.41KJun 30, 26+2500.02%
Summit Financial, LLC52.00KJun 30, 26-8990.02%
CAPTRUST FINANCIAL ADVISORS51.76KJun 30, 26-1.00K0.02%
MML INVESTORS SERVICES, LLC51.00KJun 30, 26+7.80K0.02%
INDEPENDENT FINANCIAL GROUP, LLC48.18KJun 30, 26-2.91K0.02%
WEALTH EFFECTS LLC47.97KJun 30, 26--0.02%
COMMERCE BANK46.30KJun 30, 26--0.02%
Atomi Financial Group, Inc.44.51KJun 30, 26-1.85K0.01%
Advisors Capital Management, LLC44.15KJun 30, 26+44.15K0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC40.79KJun 30, 26+250.01%
Sunpointe, LLC40.44KJun 30, 26-140.01%
HARBOUR INVESTMENTS, INC.39.51KJun 30, 26+1120.01%
Semus Wealth Partners LLC37.70KJun 30, 26+7640.01%
First Heartland Consultants, Inc.37.17KJun 30, 26+8.57K0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP37.10KJun 30, 26-53.48K0.01%
PMG Family Office LLC37.09KJun 30, 26+1.36K0.01%
Cranbrook Wealth Management, LLC36.92KJun 30, 26--0.01%
Advisory Advocates, LLC34.92KJun 30, 26+6.00K0.01%
Stockman Wealth Management, Inc.34.53KJun 30, 26--0.01%
BENJAMIN EDWARDS INC33.94KJun 30, 26+1.78K0.01%
OpenArc Corporate Advisory, LLC33.85KJun 30, 26--0.01%
Focus Financial Network, Inc.33.00KJun 30, 26+2350.01%
MISSION WEALTH MANAGEMENT, LP32.74KJun 30, 26+5.53K0.01%
IFC Advisors LLC32.20KJun 30, 26+32.20K0.01%
MONEY CONCEPTS CAPITAL CORP32.19KJun 30, 26-1.53K0.01%
Amplius Wealth Advisors, LLC32.19KJun 30, 26+140.01%
Blue Water Asset Management31.58KJun 30, 26+6400.01%
OPPENHEIMER & CO INC31.40KJun 30, 26-1.31K0.01%
Integrity Advisory Solutions, LLC31.21KJun 30, 26+31.21K0.01%
Private Advisor Group, LLC30.37KJun 30, 26+1.69K0.01%
SILVERLAKE WEALTH MANAGEMENT LLC29.63KJun 30, 26--0.01%
Apollon Wealth Management, LLC28.61KJun 30, 26+3040.01%
Baird Financial Group, Inc.28.17KJun 30, 26+12.24K0.01%
Stonebridge Financial Planning Group, LLC28.14KJun 30, 26+640.01%
EP Wealth Advisors, LLC28.12KJun 30, 26+6.93K0.01%
Sage Capital Management, LLC27.43KJun 30, 26--0.01%
Main Street Financial Solutions, LLC27.36KJun 30, 26+4.85K0.01%
M Holdings Securities, Inc.27.22KJun 30, 26+400.01%
Mendel Capital Management LLC26.70KJun 30, 26--0.01%
HORAN Wealth, LLC26.59KJun 30, 26+4640.01%
MCDONALD PARTNERS LLC26.46KJun 30, 26--0.01%
NATIXIS ADVISORS, L.P.25.79KJun 30, 26-440.01%
CreativeOne Wealth, LLC25.55KJun 30, 26-7000.01%
Closed-End Fund Advisors, Inc.25.02KJun 30, 26+1.08K0.01%
Successful Portfolios LLC24.39KJun 30, 26-4000.01%
Stratos Wealth Partners, LTD.24.22KJun 30, 26+5040.01%
Stratos Wealth Advisors, LLC24.00KJun 30, 26--0.01%
Garden State Investment Advisory Services LLC23.90KJun 30, 26-7.71K0.01%
Moors & Cabot, Inc.23.83KJun 30, 26-1020.01%
HBK Sorce Advisory LLC23.73KJun 30, 26--0.01%
KMT WEALTH MANAGEMENT, LLC23.05KJun 30, 26+23.05K0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC22.50KJun 30, 26+1.41K0.01%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors22.46KJun 30, 26+3610.01%
Prospera Financial Services Inc22.10KJun 30, 26+9020.01%
Silver Coast Investments LLC21.50KJun 30, 26+21.50K0.01%
MGO ONE SEVEN LLC21.27KJun 30, 26+21.27K0.01%
Beaumont Financial Advisors, LLC21.26KJun 30, 26--0.01%
Logan Stone Capital, LLC21.00KJun 30, 26-27.33K0.01%
FLAGSHIP HARBOR ADVISORS, LLC20.88KJun 30, 26-6740.01%
Arlington Capital Management, Inc.20.71KJun 30, 26+6590.01%
FRANKLIN RESOURCES INC20.13KJun 30, 26--0.01%
SRS Capital Advisors, Inc.20.12KJun 30, 26+20.12K0.01%
Diversified Portfolios, Inc.19.90KJun 30, 26--0.01%
Spire Wealth Management19.89KJun 30, 26+4010.01%
BNB Wealth Management, LLC19.80KJun 30, 26--0.01%
NBC SECURITIES, INC.19.79KJun 30, 26+190.01%
DECISION INVESTMENTS, INC19.74KJun 30, 26-1200.01%
StoneX Group Inc.19.40KJun 30, 26--0.01%
Venture Visionary Partners LLC19.30KJun 30, 26--0.01%
SeaCrest Wealth Management, LLC19.17KJun 30, 26--0.01%
MBL Wealth, LLC19.15KJun 30, 26--0.01%
Empower Advisory Group, LLC19.00KJun 30, 26--0.01%
MAI Capital Management18.95KJun 30, 26+13.68K0.01%
BROWN ADVISORY INC18.80KJun 30, 26--0.01%
SAX WEALTH ADVISORS, LLC18.53KJun 30, 26-720.01%
Founders Financial Alliance, LLC18.46KJun 30, 26+320.01%
BOOTHBAY FUND MANAGEMENT, LLC18.32KJun 30, 26+2220.01%
Meridian Wealth Advisors, LLC17.94KJun 30, 26--0.01%
Waverly Advisors, LLC17.29KJun 30, 26--0.01%
Clearstead Advisors, LLC17.27KJun 30, 26-198.54K0.01%
Strait & Sound Wealth Management LLC17.20KJun 30, 26--0.01%
Piedmont Capital Management, LLC/NC17.05KJun 30, 26--0.01%
Gladstone Institutional Advisory LLC16.78KJun 30, 26--0.01%
WealthBridge Capital Management, LLC16.66KJun 30, 26--0.01%
Harbour Wealth Management Group, Inc.16.43KJun 30, 26-4700.01%
Heritage Wealth Management, Inc.16.29KJun 30, 26--0.01%
Summit Investment Advisory Services, LLC16.27KJun 30, 26+3330.01%
GREAT VALLEY ADVISOR GROUP, INC.16.14KJun 30, 26-3290.01%
KPP Advisory Services LLC15.72KJun 30, 26--0.01%
FIDUCIARY TRUST CO15.38KJun 30, 26--0.01%
UNITED CAPITAL FINANCIAL ADVISERS, LLC15.00KJun 30, 26+2860.00%
CIBC Bancorp USA Inc.14.86KJun 30, 26+14.86K0.00%
MATRIX PRIVATE CAPITAL GROUP LLC14.47KJun 30, 26--0.00%
Black Diamond Financial, LLC14.37KJun 30, 26--0.00%
Van Hulzen Asset Management, LLC14.35KJun 30, 26--0.00%
VSM Wealth Advisory, LLC14.00KJun 30, 26--0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC13.80KJun 30, 26+3000.00%
PARK AVENUE SECURITIES LLC13.72KJun 30, 26-2910.00%
Herold Advisors, Inc.13.68KJun 30, 26--0.00%
Allied Private Wealth LLC12.82KJun 30, 26+12.82K0.00%
Cresset Asset Management, LLC12.79KJun 30, 26+960.00%
Modern Wealth Management, LLC12.47KJun 30, 26--0.00%
ASSETMARK, INC12.45KJun 30, 26-4770.00%
Waterfront Wealth Inc.12.14KJun 30, 26+170.00%
KINGSWOOD WEALTH ADVISORS, LLC11.93KJun 30, 26-1770.00%
DAVENPORT & Co LLC11.93KJun 30, 26--0.00%
WealthSpring Partners, LLC11.54KJun 30, 26--0.00%
Csenge Advisory Group11.53KJun 30, 26+11.53K0.00%
WELCH & FORBES LLC11.50KJun 30, 26--0.00%
Insight Advisors, LLC/ PA11.50KJun 30, 26--0.00%
Blue Chip Partners, LLC11.49KJun 30, 26--0.00%
Foundations Investment Advisors, LLC11.21KJun 30, 26+11.21K0.00%
Investment Partners Asset Management, Inc.11.18KJun 30, 26--0.00%
Wealth Alliance11.13KJun 30, 26+2290.00%
Lido Advisors, LLC11.12KJun 30, 26-4020.00%
Advisory Solutions Group, LLC11.11KJun 30, 26+11.11K0.00%
Impact Partnership Wealth, LLC11.08KJun 30, 26+2240.00%
Convergence Financial, LLC10.78KJun 30, 26+10.78K0.00%
SPIREPOINT PRIVATE CLIENT, LLC10.68KJun 30, 26--0.00%
Princeton Global Asset Management LLC10.53KJun 30, 26--0.00%
Gateway Wealth Partners, LLC10.28KJun 30, 26-10.28K0.00%
Concurrent Investment Advisors, LLC10.12KJun 30, 26+490.00%
TRAPHAGEN INVESTMENT ADVISORS LLC10.09KJun 30, 26+10.09K0.00%
URS Advisory LLC10.05KJun 30, 26+10.05K0.00%
Attessa Capital LLC10.03KJun 30, 26+10.03K0.00%
FOCUSED ALPHA, LLC10.01KJun 30, 26+10.01K0.00%
Ronald Blue Trust, Inc.10.00KJun 30, 26--0.00%
PFS Partners, LLC9.38KJun 30, 26+1930.00%
CITIGROUP INC9.36KJun 30, 26+620.00%
Plante Moran Financial Advisors, LLC9.22KJun 30, 26--0.00%
BRYN MAWR TRUST Co9.00KJun 30, 26--0.00%
Keating Financial Advisory Services, Inc.8.89KJun 30, 26+1380.00%
Colonial Trust Advisors8.75KJun 30, 26--0.00%
Continuum Advisory, LLC8.00KJun 30, 26+8.00K0.00%
Gen-Wealth Partners Inc7.80KJun 30, 26--0.00%
Caldwell Trust Co6.75KJun 30, 26--0.00%
IFG Advisory, LLC6.74KJun 30, 26+6.74K0.00%
Atlantic Union Bankshares Corp6.50KJun 30, 26--0.00%
Millstone Evans Group, LLC6.39KJun 30, 26--0.00%
SOA Wealth Advisors, LLC.5.52KJun 30, 26+880.00%
Clean Yield Group5.23KJun 30, 26+5.23K0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC5.00KJun 30, 26--0.00%
Cypress Capital Management LLC (WY)5.00KJun 30, 26--0.00%
BankPlus Trust Department5.00KJun 30, 26--0.00%
HHM Wealth Advisors, LLC4.83KJun 30, 26+980.00%
Bogart Wealth, LLC4.54KJun 30, 26--0.00%
Parallel Advisors, LLC4.04KJun 30, 26--0.00%
PETERSON WEALTH MANAGEMENT3.67KJun 30, 26--0.00%
Geneos Wealth Management Inc.3.62KJun 30, 26--0.00%
1 NORTH WEALTH SERVICES LLC3.50KJun 30, 26+3.50K0.00%
HARBOR INVESTMENT ADVISORY, LLC3.35KJun 30, 26--0.00%
EASTERN BANK3.21KJun 30, 26--0.00%
BOKF, NA2.90KJun 30, 26--0.00%
Cornerstone Planning Group LLC2.88KJun 30, 26+380.00%
Financial Management Professionals, Inc.2.83KJun 30, 26--0.00%
Colonial Trust Co / SC2.80KJun 30, 26--0.00%
LRI Investments, LLC2.73KJun 30, 26--0.00%
American Capital Advisory, LLC2.65KJun 30, 26--0.00%
Vermillion Wealth Management, Inc.2.65KJun 30, 26--0.00%
Bollard Group LLC2.57KJun 30, 26+530.00%
Global Retirement Partners, LLC2.54KJun 30, 26+2.54K0.00%
PRIVATE TRUST CO NA2.50KJun 30, 26--0.00%
US BANCORP \DE\2.46KJun 30, 26-90.00%
SHP Wealth Management2.20KJun 30, 26+2.20K0.00%
JONES FINANCIAL COMPANIES LLLP2.00KJun 30, 26+8650.00%
CENTRAL TRUST Co2.00KJun 30, 26--0.00%
CITY HOLDING CO2.00KJun 30, 26--0.00%
OLD POINT TRUST & FINANCIAL SERVICES N A2.00KJun 30, 26--0.00%
EverSource Wealth Advisors, LLC1.95KJun 30, 26--0.00%
Axiom Investment Management LLC1.94KJun 30, 26+6610.00%
IFP Advisors, Inc1.89KJun 30, 26+8870.00%
Hughes Financial Services, LLC1.87KJun 30, 26--0.00%
TD Capital Management LLC1.80KJun 30, 26--0.00%
Larson Financial Group LLC1.55KJun 30, 26+1.55K0.00%
Clark Wealth Partners1.50KJun 30, 26--0.00%
ZRC WEALTH MANAGEMENT, LLC1.50KJun 30, 26--0.00%
WPG Advisers, LLC1.50KJun 30, 26--0.00%
FMR LLC1.48KJun 30, 26--0.00%
Highland Investment Advisors LLC1.40KJun 30, 26+1.40K0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.1.40KJun 30, 26-16.82K0.00%
AdvisorNet Financial, Inc1.33KJun 30, 26--0.00%
WOLFF WIESE MAGANA LLC1.23KJun 30, 26+1.23K0.00%
VISION FINANCIAL MARKETS LLC1.15KJun 30, 26+240.00%
MB, LEVIS & ASSOCIATES, LLC1.09KJun 30, 26+1.09K0.00%
GAMMA Investing LLC937Jun 30, 26-160.00%
Atlantic Edge Private Wealth Management, LLC900Jun 30, 26--0.00%
Pinnacle Bancorp, Inc.841Jun 30, 26--0.00%
Salomon & Ludwin, LLC805Jun 30, 26--0.00%
NBT BANK N A /NY800Jun 30, 26--0.00%
POM Investment Strategies, LLC750Jun 30, 26--0.00%
MCGUIRE CAPITAL ADVISORS INC680Jun 30, 26--0.00%
UBS ASSET MANAGEMENT AMERICAS INC578Jun 30, 26--0.00%
Smartleaf Asset Management LLC555Jun 30, 26--0.00%
Silver Grove Financial Group, Inc.520Jun 30, 26+5200.00%
Pinnacle Wealth Planning Services, Inc.500Jun 30, 26--0.00%
Harborfront Financial Group LLC445Jun 30, 26+4450.00%
Russell Investments Group, Ltd.429Jun 30, 26--0.00%
HUNTINGTON NATIONAL BANK385Jun 30, 26--0.00%
CHILTON CAPITAL MANAGEMENT LLC362Jun 30, 26--0.00%
Key FInancial Inc349Jun 30, 26--0.00%
HIGHLINE WEALTH PARTNERS LLC310Jun 30, 26--0.00%
LifeSteps Financial, Inc.300Jun 30, 26+3000.00%
FINANCIAL CONSULATE, INC300Jun 30, 26--0.00%
CALDWELL SUTTER CAPITAL, INC.296Jun 30, 26--0.00%
JPMORGAN CHASE & CO273Jun 30, 26--0.00%
TRUST CO OF TOLEDO NA /OH/250Jun 30, 26--0.00%
Tidemark, LLC218Jun 30, 26--0.00%
Institute for Wealth Management, LLC.150Jun 30, 26+1500.00%
JFS WEALTH ADVISORS, LLC101Jun 30, 26+1010.00%
WHITTIER TRUST CO OF NEVADA INC53Jun 30, 26--0.00%
Trust Co20Jun 30, 26+200.00%
TD PRIVATE CLIENT WEALTH LLC1Jun 30, 26--0.00%
Advisory Services Network, LLC--Jun 30, 26-3.83K--
READYSTATE ASSET MANAGEMENT LP--Jun 30, 26-50.75K--
Pensionmark Financial Group, LLC--Jun 30, 26-12.26K--
Z3 Capital Partners, LLC--Jun 30, 26-25.95K--
Sound Income Strategies, LLC--Jun 30, 26-41.60K--
Retirement Solution Inc.--Jun 30, 26-16.14K--
Navis Wealth Advisors, LLC--Jun 30, 26-30.02K--
Tower Research Capital LLC (TRC)--Jun 30, 26-55--
EVOLVE PRIVATE WEALTH, LLC--Jun 30, 26-29.49K--
EVOKE WEALTH, LLC--Jun 30, 26-14.23K--
Western Wealth Management, LLC--Jun 30, 26-20.26K--
FORTRESS PRIVATE LEDGER, LLC--Jun 30, 26-11.72K--
MKT Advisors LLC--Jun 30, 26-29.01K--
CX Institutional--Jun 30, 26-2.46K--
COOPER/HAIMS ADVISORS, LLC--Jun 30, 26-14.75K--
Golden State Equity Partners--Jun 30, 26-100--
CITADEL ADVISORS LLC--Jun 30, 26-14.71K--
Independent Advisor Alliance--Jun 30, 26-13.11K--
Destiny Wealth Partners, LLC--Jun 30, 26-10.49K--
Avion Wealth--Jun 30, 26-1.00K--
Activest Wealth Management--Jun 30, 26-8.16K--
LeClair Wealth Partners LLC--Jun 30, 26-30.94K--
MILLENNIUM MANAGEMENT LLC--Jun 30, 26-67.17K--
BARRETT & COMPANY, INC.--Jun 30, 26-4.35K--
Investment Management Trust, LLC--Jun 30, 26-12.63K--
TWO SIGMA SECURITIES, LLC--Jun 30, 26-15.16K--
Marex Group plc--Jun 30, 26-22.24K--
HANTZ FINANCIAL SERVICES, INC.--Jun 30, 26-2.19K--
Leo Wealth, LLC88.89KMar 31, 26--0.03%
Mill Creek Capital Advisors, LLC35.66KMar 31, 26--0.01%
U.S. Capital Wealth Advisors, LLC19.81KMar 31, 26-180.01%
Catalina Capital Group, LLC14.05KMar 31, 26--0.00%
Sunbelt Securities, Inc.13.96KMar 31, 26+2250.00%
CWM, LLC5.30KMar 31, 26+4.31K0.00%
Parkside Financial Bank & Trust1.47KMar 31, 26--0.00%
COMERICA BANK160.89KDec 31, 25-3.47K0.05%
Clarius Group, LLC107.91KDec 31, 25--0.04%
MGB Wealth Management, LLC55.82KDec 31, 25-1460.02%
CIBC Private Wealth Group, LLC8.92KDec 31, 25+1020.00%
ORG Partners LLC390Dec 31, 25--0.00%
Moloney Securities Asset Management, LLC20.76KSep 30, 25+1680.01%
Sonora Investment Management Group, LLC11.71KSep 30, 25--0.00%
OPTIMUM INVESTMENT ADVISORS6.55KSep 30, 25--0.00%
Atria Wealth Solutions, Inc.63.74KJun 30, 25+30.31K0.02%
AVANTAX ADVISORY SERVICES, INC.36.12KJun 30, 25+8.28K0.01%
Horan Securities, Inc.25.79KJun 30, 25+1730.01%
OLIVER LAGORE VANVALIN INVESTMENT GROUP3.00KJun 30, 25+3.00K0.00%
MONTAG & CALDWELL, LLC55Jun 30, 25--0.00%
Sheaff Brock Investment Advisors, LLC116.06KMar 31, 25+170.04%
CAROLINAS WEALTH CONSULTING LLC20.40KMar 31, 25--0.01%
Sandy Spring Bank6.50KMar 31, 25-2.00K0.00%
Tallon Kerry Patrick30.98KDec 31, 24+30.98K0.01%
AlphaMark Advisors, LLC16.00KDec 31, 24--0.01%
WR Wealth Planners, LLC2.60KDec 31, 24--0.00%
WINTRUST INVESTMENTS LLC1.70KDec 31, 24+1.70K0.00%
Merriman Wealth Management, LLC--Dec 31, 24-20.27K--
Raymond James Financial Services Advisors, Inc.1.27MSep 30, 24+104.75K0.42%
RAYMOND JAMES & ASSOCIATES974.65KSep 30, 24+4380.32%
RAYMOND JAMES TRUST N.A.76.40KSep 30, 24-7490.02%
CIC Wealth, LLC13.23KSep 30, 24+6930.00%
9258 Wealth Management, LLC10.43KSep 30, 24--0.00%
Carmichael Hill & Associates, Inc.1.03KSep 30, 24+1.03K0.00%
Flow State Investments, L.P.--Sep 30, 24-128.60K--
Gratus Capital LLC36.84KJun 30, 24+430.01%
BENJAMIN F. EDWARDS & COMPANY, INC.31.18KJun 30, 24--0.01%
ICA Group Wealth Management, LLC2.07KJun 30, 24--0.00%
Relative Value Partners Group, LLC--Jun 30, 24-11.67K--
Cetera Advisor Networks LLC172.62KMar 31, 24+13.93K0.06%
Cetera Advisors LLC50.63KMar 31, 24-28.57K0.02%
Retirement Group, LLC19.89KMar 31, 24--0.01%
CAMBRIDGE TRUST CO1.78KMar 31, 24--0.00%
FOCUS FINANCIAL NETWORK INC /ADV22.14KDec 31, 23+22.14K0.01%
Bartlett & Co. LLC5.75KDec 31, 23--0.00%
Baystate Wealth Management LLC1.09KDec 31, 23+240.00%
PATHSTONE FAMILY OFFICE, LLC32.00KSep 30, 23--0.01%
COLONY GROUP LLC27.74KSep 30, 23--0.01%
Wealth Management Solutions, LLC11.60KSep 30, 23--0.00%
ADVISOR PARTNERS II, LLC10.30KSep 30, 23--0.00%
LEO BROKERAGE, LLC88.89KJun 30, 23--0.03%
First Capital Advisors Group, LLC.2.79KJun 30, 23+2.79K0.00%
Cowen Prime Advisors LLC2.70KJun 30, 23--0.00%
BDO Wealth Advisors, LLC900Jun 30, 23--0.00%
Endurance Wealth Management, Inc.--Jun 30, 23-990--
Ahrens Investment Partners LLC4.58KMar 31, 23+4.58K0.00%
Ford Financial Group, LLC--Mar 31, 23-11.99K--
Personal Capital Advisors Corp19.00KDec 31, 22-3.00K0.01%
Newman & Schimel, LLC13.20KDec 31, 22--0.00%
EATON VANCE MANAGEMENT59.21KSep 30, 22-1.15K0.02%
Kingsbury Capital Investment Advisors LLC26.24KSep 30, 22+3660.01%
American Portfolios Advisors10.69KSep 30, 22+330.00%
FourThought Financial, LLC847Sep 30, 22--0.00%
ACG Wealth--Sep 30, 22-1.24K--
Brown Advisory Securities, LLC--Sep 30, 22-11.61K--
B. Riley Wealth Management, Inc.14.00KJun 30, 22-13.92K0.00%
ADVISOR PARTNERS LLC10.30KJun 30, 22+10.30K0.00%
Cordasco Financial Network3.64KJun 30, 22+570.00%
BAR HARBOR TRUST SERVICES--Jun 30, 22-21.52K--
Lenox Wealth Advisors, LLC1.93KMar 31, 22--0.00%
NEXT Financial Group, Inc11.05KDec 31, 21+3.82K0.00%
Carroll Financial Associates, Inc.250Dec 31, 21--0.00%
Ameritas Investment Company, LLC41.19KSep 30, 21+730.01%
LEVEL FOUR FINANCIAL, LLC14.81KSep 30, 21--0.00%
BBVA USA1.04KSep 30, 21--0.00%
BADGLEY PHELPS & BELL INC15.80KJun 30, 21--0.01%
Cowen Prime Services LLC2.70KJun 30, 21--0.00%
ROWLAND CARMICHAEL ADVISORS INC /ADV72.77KDec 31, 20+72.77K0.02%
Winslow, Evans & Crocker, Inc.39.50KDec 31, 20-3.64K0.01%
JD CAPITAL MANAGEMENT LLC12.00KDec 31, 20+12.00K0.00%
Argent Wealth Management LLC223.28KJun 30, 20-2.50K0.07%
FIDUCIARY TRUST INTERNATIONAL LLC15.47KJun 30, 20+4170.01%
LADENBURG THALMANN FINANCIAL SERVICES INC.516.26KDec 31, 19-21.80K0.17%
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX136.73KDec 31, 19-2460.04%
Advisor Group, Inc.59.34KDec 31, 19-6.15K0.02%
SUNTRUST BANKS INC55.24KSep 30, 19+9.81K0.02%
BB&T SECURITIES, LLC44.19KSep 30, 19+1.40K0.01%
HARVEST CAPITAL MANAGEMENT INC30.74KJun 30, 19--0.01%
Evanston Investments, Inc., dba Evanston Advisors11.00KDec 31, 18--0.00%
CUE ADVISORY SERVICES, INC.11.39KSep 30, 18--0.00%
IFC Holdings Incorporated/FL87.20KDec 31, 17--0.03%
SII INVESTMENTS INC/WI72.76KDec 31, 17-1000.02%
BB&T INVESTMENT SERVICES, INC.1.00KDec 31, 17+1.00K0.00%
INVESTMENT CENTERS OF AMERICA INC--Dec 31, 17-10.69K--
Commonwealth Equity Services, Inc266.35KJun 30, 17+55.93K0.09%
Virtu KCG Holdings LLC18.88KJun 30, 17+18.88K0.01%
WFG Advisors, LP926Jun 30, 17+230.00%
MSI Financial Services Inc30.91KDec 31, 16-2.37K0.01%
BlackRock Investment Management, LLC25Dec 31, 16+250.00%
ANCORA FAMILY WEALTH ADVISORS, LLC58.65KSep 30, 16+9830.02%
Investors Capital Advisory Services26.59KJun 30, 16+10.36K0.01%
VSR Financial Services, Inc.--Jun 30, 16-42.67K--
Carnick & Kubik, LLC1.30KMar 31, 16+1.30K0.00%
Gupta Wealth Management LLC--Mar 31, 16-438--
SOUTH GEORGIA CAPITAL, LLC8.35KSep 30, 15--0.00%
MANAGED ACCOUNT ADVISORS LLC--Jun 30, 15-4--
COHEN & STEERS CAPITAL MANAGEMENT INC1.75MMar 31, 15+1.75M0.57%
BAIRD ROBERT W & CO INC /WI/165.26KMar 31, 15-40.90K0.05%
Dominick & Dominick LLC25.00KDec 31, 14--0.01%
NEW ENGLAND SECURITIES CORP /MA/2.13KDec 31, 14+1760.00%
Gary Goldberg Planning Services Inc1.90KDec 31, 14--0.00%
UBS AG2.60MSep 30, 14+218.00K0.85%
McAdams Wright Ragen, Inc.72.00KSep 30, 14+72.00K0.02%
1919 Investment Counsel, LLC2.50KSep 30, 14--0.00%
KMS FINANCIAL SERVICES, INC21.35KJun 30, 14-41.97K0.01%
Strategic Capital Group LLC7.08KJun 30, 14--0.00%
Jane Street Holding, LLC33.57KDec 31, 13+3.97K0.01%
STIFEL NICOLAUS & CO INC \MO\75.71KSep 30, 13+8.50K0.02%
First Allied Securities, Inc.65.23KJun 30, 12+54.48K0.02%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC899.85KJun 30, 10-94.55K0.29%
RBC TRUSTEES (Jersey) LTD5.00KSep 30, 09--0.00%

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