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Institutional Ownership

Top 404 Institutional Holders
HolderSharesDateChange% Held
Coastline Trust Co68.06KSep 30, 26-11.76K0.11%
Exchange Bank24.98KSep 30, 26--0.04%
Box Hill Private Wealth LLC12.12KSep 30, 26+4830.02%
WINEBRENNER CAPITAL MANAGEMENT LLC10.55KSep 30, 26+760.02%
Bank of New Hampshire6.96KSep 30, 26-1260.01%
Rosenberg Matthew Hamilton432Sep 30, 26-90.00%
Retirement Wealth Solutions LLC4Sep 30, 26--0.00%
Wealth Enhancement Trust Services, Inc.--Sep 30, 26-2.55K--
BANK OF AMERICA CORP /DE/7.34MJun 30, 26-177.76K12.10%
Municipal Employees' Retirement System of Michigan4.66MJun 30, 26+1.00M7.67%
MORGAN STANLEY4.59MJun 30, 26+967.67K7.56%
LPL Financial LLC2.08MJun 30, 26-252.51K3.42%
Allworth Financial LP1.29MJun 30, 26-104.18K2.12%
ESL Trust Services, LLC1.24MJun 30, 26-1.00K2.05%
POTOMAC FUND MANAGEMENT INC /ADV1.10MJun 30, 26+1.10M1.81%
ALLIANCEBERNSTEIN L.P.907.83KJun 30, 26-51.18K1.50%
BlackRock, Inc.733.78KJun 30, 26+21.26K1.21%
Baker Avenue Asset Management, LP703.88KJun 30, 26+23.39K1.16%
NOVEM GROUP687.04KJun 30, 26+27.87K1.13%
Cambridge Investment Research Advisors, Inc.679.27KJun 30, 26+97.71K1.12%
UBS Group AG648.89KJun 30, 26+116.79K1.07%
AMERIPRISE FINANCIAL INC604.62KJun 30, 26-29.79K1.00%
TOEWS CORP /ADV603.90KJun 30, 26+603.90K0.99%
Cetera Investment Advisers532.07KJun 30, 26+6.62K0.88%
State of New Jersey Common Pension Fund D525.00KJun 30, 26--0.86%
Creative Planning498.77KJun 30, 26+25.06K0.82%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO472.07KJun 30, 26+139.55K0.78%
COMMONWEALTH EQUITY SERVICES, LLC424.10KJun 30, 26+70.35K0.70%
NOMURA ASSET MANAGEMENT CO LTD402.80KJun 30, 26-193.30K0.66%
ENVESTNET ASSET MANAGEMENT INC398.72KJun 30, 26+20.32K0.66%
Breakwater Capital Group385.76KJun 30, 26+26.13K0.64%
EP Wealth Advisors, LLC349.14KJun 30, 26+326.89K0.58%
HF Advisory Group, LLC294.11KJun 30, 26+25.31K0.48%
Prepared Retirement Institute LLC268.82KJun 30, 26+2.31K0.44%
CAPITAL WEALTH MANAGEMENT, LLC266.54KJun 30, 26+22.74K0.44%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC262.23KJun 30, 26+2.23K0.43%
Independence Financial Advisors, LLC256.95KJun 30, 26+256.95K0.42%
ADVISOR GROUP HOLDINGS, INC.248.38KJun 30, 26-49.31K0.41%
Bridgelight Financial Advisors, Inc.241.42KJun 30, 26+58.21K0.40%
Petix & Botte Co234.67KJun 30, 26-11.80K0.39%
GREAT VALLEY ADVISOR GROUP, INC.232.82KJun 30, 26+11.21K0.38%
Commonwealth Financial Services, LLC227.88KJun 30, 26+227.88K0.38%
FIRST CITIZENS BANK & TRUST CO197.91KJun 30, 26+5.34K0.33%
THRIVENT FINANCIAL FOR LUTHERANS179.14KJun 30, 26+169.92K0.30%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT170.25KJun 30, 26--0.28%
Asset Allocation Strategies LLC168.82KJun 30, 26-2.27K0.28%
Private Advisor Group, LLC164.45KJun 30, 26-152.39K0.27%
JPMORGAN CHASE & CO163.78KJun 30, 26+35.57K0.27%
Insight Wealth Partners, LLC157.00KJun 30, 26-27.14K0.26%
Transamerica Financial Advisors, Inc.156.79KJun 30, 26-3.95K0.26%
Liberty Atlantic Advisors LLC154.97KJun 30, 26+19.47K0.26%
ASSETMARK, INC149.45KJun 30, 26-17.77K0.25%
RAYMOND JAMES FINANCIAL INC146.75KJun 30, 26-3.68K0.24%
Tower Research Capital LLC (TRC)144.57KJun 30, 26+144.51K0.24%
Impact Partnership Wealth, LLC144.35KJun 30, 26-12.65K0.24%
DIVERSIFY WEALTH MANAGEMENT, LLC140.33KJun 30, 26+10.90K0.23%
Diversify Advisory Services, LLC140.33KJun 30, 26+140.33K0.23%
Client First Investment Management LLC139.13KJun 30, 26+139.13K0.23%
Ignite Planners, LLC136.45KJun 30, 26+3.54K0.22%
US BANCORP \DE\134.35KJun 30, 26+7.15K0.22%
Envestnet Portfolio Solutions, Inc.132.06KJun 30, 26+11.53K0.22%
KRAEMATON INVESTMENT ADVISORS, INC127.15KJun 30, 26-6840.21%
Allianz Asset Management GmbH124.20KJun 30, 26--0.20%
Glassy Mountain Advisors, Inc.121.09KJun 30, 26+3.17K0.20%
JANE STREET GROUP, LLC114.61KJun 30, 26+98.74K0.19%
Kestra Advisory Services, LLC114.19KJun 30, 26-65.32K0.19%
MML INVESTORS SERVICES, LLC113.83KJun 30, 26-10.65K0.19%
MANNING & NAPIER ADVISORS LLC110.69KJun 30, 26+9.13K0.18%
Perigon Wealth Management, LLC110.41KJun 30, 26+16.98K0.18%
Cornerstone Planning Group LLC107.50KJun 30, 26+3.41K0.18%
D L CARLSON INVESTMENT GROUP INC104.70KJun 30, 26+6.87K0.17%
Invesco Ltd.104.26KJun 30, 26-1.29M0.17%
Strategic Financial Concepts, LLC99.34KJun 30, 26+96.67K0.16%
WILEY BROS.-AINTREE CAPITAL, LLC96.16KJun 30, 26+2.14K0.16%
Cerity Partners LLC95.97KJun 30, 26-2.92K0.16%
Parcion Private Wealth LLC95.86KJun 30, 26+2.66K0.16%
Addison Capital Co94.84KJun 30, 26+7640.16%
NOVARE CAPITAL MANAGEMENT LLC93.58KJun 30, 26-5350.15%
ATX Financial Planning, LLC93.15KJun 30, 26+16.15K0.15%
Resources Investment Advisors, LLC.90.92KJun 30, 26-18.66K0.15%
Napier Financial, LLC86.62KJun 30, 26+9340.14%
ROYAL BANK OF CANADA82.04KJun 30, 26+4.18K0.14%
Mount Lucas Management LP81.40KJun 30, 26+1.77K0.13%
Sherry Group, Inc.79.61KJun 30, 26-4180.13%
Scarborough Advisors, LLC78.32KJun 30, 26-195.42K0.13%
FORTE ASSET MANAGEMENT LLC78.00KJun 30, 26--0.13%
FOCUS Wealth Advisors, LLC75.20KJun 30, 26+3.22K0.12%
INSIGNEO ADVISORY SERVICES, LLC75.09KJun 30, 26+75.09K0.12%
Kingsview Wealth Management, LLC74.49KJun 30, 26+45.75K0.12%
GOLDMAN SACHS GROUP INC73.41KJun 30, 26-98.09K0.12%
NewEdge Advisors, LLC73.15KJun 30, 26+20.31K0.12%
Synergy Asset Management, LLC72.70KJun 30, 26+72.70K0.12%
PNC FINANCIAL SERVICES GROUP, INC.72.48KJun 30, 26-3.82K0.12%
GUIDANCE CAPITAL, INC71.94KJun 30, 26+8.86K0.12%
Ausdal Financial Partners, Inc.65.02KJun 30, 26+1.50K0.11%
HighTower Advisors, LLC64.89KJun 30, 26-30.43K0.11%
FIFTH THIRD SECURITIES, INC.64.50KJun 30, 26+2.67K0.11%
AXS Investments LLC63.03KJun 30, 26+63.03K0.10%
MATHER GROUP, LLC.58.55KJun 30, 26-11.30K0.10%
FIFTH THIRD BANCORP56.76KJun 30, 26-4.73K0.09%
Marex Group plc53.52KJun 30, 26-186.19K0.09%
SEAVIEW INVESTMENT MANAGERS LLC53.34KJun 30, 26+14.14K0.09%
Allie Family Office LLC53.25KJun 30, 26+30.40K0.09%
Wealth Advisory Solutions, LLC53.10KJun 30, 26-2080.09%
DDFG, Inc52.89KJun 30, 26+3660.09%
Janney Montgomery Scott LLC52.56KJun 30, 26-2.13K0.09%
Concurrent Investment Advisors, LLC49.73KJun 30, 26-62.03K0.08%
Insight Advisors, LLC/ PA48.03KJun 30, 26+1.82K0.08%
Farther Finance Advisors, LLC46.18KJun 30, 26+1900.08%
Simplicity Wealth,LLC45.98KJun 30, 26+21.70K0.08%
M.E. ALLISON & CO., INC.45.22KJun 30, 26+410.07%
Equitable Holdings, Inc.44.90KJun 30, 26+8.09K0.07%
GTS SECURITIES LLC41.85KJun 30, 26+41.85K0.07%
D.A. DAVIDSON & CO.40.86KJun 30, 26-1.38K0.07%
Wealthfront Advisers LLC40.66KJun 30, 26-15.35K0.07%
Centurion Wealth Management LLC40.63KJun 30, 26-1.20K0.07%
STIFEL FINANCIAL CORP39.73KJun 30, 26+1.65K0.07%
Geneos Wealth Management Inc.38.48KJun 30, 26+1.40K0.06%
Integrated Wealth Concepts LLC38.30KJun 30, 26-9.02K0.06%
OpenArc Corporate Advisory, LLC38.06KJun 30, 26+6010.06%
OPPENHEIMER & CO INC34.21KJun 30, 26-8390.06%
TriaGen Wealth Management LLC33.67KJun 30, 26-2200.06%
PRINCIPAL SECURITIES, INC.32.68KJun 30, 26+2320.05%
Fundamentum, LLC32.64KJun 30, 26+3.20K0.05%
AE Wealth Management LLC31.69KJun 30, 26-4.42K0.05%
Prime Capital Investment Advisors, LLC30.28KJun 30, 26+2680.05%
HALLMARK CAPITAL MANAGEMENT INC30.18KJun 30, 26-4090.05%
LexAurum Advisors, LLC29.99KJun 30, 26+4150.05%
MERCER GLOBAL ADVISORS INC /ADV29.73KJun 30, 26-5.74K0.05%
Ballast Rock Private Wealth LLC28.39KJun 30, 26+2430.05%
Wilson & Boucher Capital Management, LLC27.50KJun 30, 26--0.05%
Annex Advisory Services, LLC27.48KJun 30, 26-3.01M0.05%
Meridian Financial, LLC27.45KJun 30, 26+3.19K0.05%
Symphony Financial, Ltd. Co.27.11KJun 30, 26+7840.04%
Yoder Wealth Management, Inc.26.95KJun 30, 26-4000.04%
Bright Futures Wealth Management, LLC.26.70KJun 30, 26+2980.04%
NorthRock Partners, LLC26.51KJun 30, 26-4.62K0.04%
Western Financial Corp/CA26.19KJun 30, 26+1.61K0.04%
Outlook Wealth Advisors, LLC26.08KJun 30, 26+6360.04%
PUREfi Wealth, LLC25.86KJun 30, 26+2.00K0.04%
Sanctuary Advisors, LLC25.76KJun 30, 26+3420.04%
Brookstone Capital Management25.62KJun 30, 26-1600.04%
Arkadios Wealth Advisors25.61KJun 30, 26+12.90K0.04%
ABSOLUTE CAPITAL MANAGEMENT, LLC25.40KJun 30, 26-35.06K0.04%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC24.49KJun 30, 26+9.17K0.04%
Dynamic Advisor Solutions LLC24.40KJun 30, 26+5000.04%
First Citizens Asset Management, Inc.24.27KJun 30, 26+1.48K0.04%
Hyundai Investments Co., Ltd.24.12KJun 30, 26+11.54K0.04%
Kaizen Financial Strategies23.46KJun 30, 26+6.22K0.04%
Rialto Wealth Management, LLC23.23KJun 30, 26-6.91K0.04%
Sequoia Financial Advisors, LLC22.84KJun 30, 26-62.01K0.04%
Cornerstone Wealth Management, LLC22.56KJun 30, 26+5.63K0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP22.56KJun 30, 26-5.07K0.04%
L.K. Benson & Company, P.C.22.16KJun 30, 26+1.54K0.04%
Herold Advisors, Inc.22.14KJun 30, 26+8.37K0.04%
Beacon Financial Advisory LLC21.86KJun 30, 26+3.45K0.04%
CLIENT 1ST ADVISORY GROUP, LLC21.07KJun 30, 26-1580.03%
JONES FINANCIAL COMPANIES LLLP20.14KJun 30, 26+6.54K0.03%
WINTON GROUP Ltd20.10KJun 30, 26+20.10K0.03%
MMBG INVESTMENT ADVISORS CO.19.09KJun 30, 26+2.81K0.03%
Eddie Patel Inc18.16KJun 30, 26+18.16K0.03%
Mariner, LLC17.27KJun 30, 26-11.02K0.03%
Ancora Advisors, LLC16.88KJun 30, 26--0.03%
Keating Financial Advisory Services, Inc.16.63KJun 30, 26+1.14K0.03%
ESG Planning16.28KJun 30, 26-7470.03%
INDEPENDENT FINANCIAL GROUP, LLC16.07KJun 30, 26+70.03%
Advisory Services Network, LLC15.37KJun 30, 26+2990.03%
PFG Investments, LLC15.08KJun 30, 26+15.08K0.02%
Pinnacle Financial Partners, Inc.14.99KJun 30, 26+14.99K0.02%
Cedar Point Capital Partners, LLC14.82KJun 30, 26+8430.02%
Cartesian Growth Corp14.72KJun 30, 26+14.72K0.02%
Baird Financial Group, Inc.14.64KJun 30, 26-2240.02%
J.W. COLE ADVISORS, INC.13.81KJun 30, 26-3560.02%
Balanced Rock Investment Advisor13.63KJun 30, 26+9880.02%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors13.48KJun 30, 26-2.08K0.02%
Manchester Capital Management LLC13.45KJun 30, 26-4.31K0.02%
MCDONALD PARTNERS LLC13.27KJun 30, 26--0.02%
MONEY CONCEPTS CAPITAL CORP13.18KJun 30, 26+4.11K0.02%
Zinnia Wealth Advisory, LLC13.15KJun 30, 26-3.30K0.02%
Community Bank & Trust, Waco, Texas13.05KJun 30, 26+1.99K0.02%
Plan Group Financial, LLC12.74KJun 30, 26+12.74K0.02%
Qube Research & Technologies Ltd12.65KJun 30, 26+12.65K0.02%
Sequent Planning LLC12.48KJun 30, 26+1550.02%
Wealthcare Advisory Partners LLC12.43KJun 30, 26-2.54K0.02%
AlphaCentric Advisors LLC12.18KJun 30, 26+5160.02%
Rockefeller Capital Management L.P.11.85KJun 30, 26-2.72K0.02%
FLOW TRADERS U.S. LLC11.82KJun 30, 26+11.82K0.02%
Arete Wealth Advisors, LLC11.77KJun 30, 26--0.02%
RMB Capital Management, LLC11.75KJun 30, 26+11.75K0.02%
Bank of New York Mellon Corp11.57KJun 30, 26+6640.02%
Infinity Wealth Counsel, LLC11.46KJun 30, 26--0.02%
LIBERTY SQUARE WEALTH PARTNERS LLC11.37KJun 30, 26--0.02%
Prospera Financial Services Inc11.35KJun 30, 26+2.63K0.02%
Van Diest Capital, LLC11.33KJun 30, 26+11.33K0.02%
Gladstone Institutional Advisory LLC11.29KJun 30, 26-1.34K0.02%
Invst, LLC10.72KJun 30, 26+10.72K0.02%
Intergy Private Wealth, LLC10.57KJun 30, 26+8880.02%
PFG Advisors10.41KJun 30, 26-2150.02%
Steel Peak Wealth Management LLC10.13KJun 30, 26+4110.02%
Vontobel Holding Ltd.10.00KJun 30, 26+2.00K0.02%
Parallel Advisors, LLC9.91KJun 30, 26--0.02%
B. Riley Wealth Advisors, Inc.9.88KJun 30, 26+960.02%
AQR CAPITAL MANAGEMENT LLC9.59KJun 30, 26+9.59K0.02%
Gateway Wealth Partners, LLC9.53KJun 30, 26-11.67K0.02%
Sigma Planning Corp9.53KJun 30, 26+390.02%
Navis Wealth Advisors, LLC9.51KJun 30, 26+2870.02%
Signal Advisors Wealth, LLC9.39KJun 30, 26-33.08K0.02%
Live Oak Investment Partners9.27KJun 30, 26-2010.02%
TRUIST FINANCIAL CORP9.11KJun 30, 26+220.02%
Spire Wealth Management8.91KJun 30, 26-700.01%
COFG Advisors, LLC8.89KJun 30, 26-5510.01%
Summit Financial, LLC8.77KJun 30, 26-1980.01%
Steward Partners Investment Advisory, LLC8.70KJun 30, 26+4.10K0.01%
CENTRAL TRUST Co8.50KJun 30, 26-2.50K0.01%
Banque Cantonale Vaudoise8.41KJun 30, 26-4100.01%
RENAISSANCE TECHNOLOGIES LLC8.40KJun 30, 26+8.40K0.01%
CITADEL ADVISORS LLC8.27KJun 30, 26+8.27K0.01%
Apollon Wealth Management, LLC8.17KJun 30, 26+4130.01%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.8.05KJun 30, 26-1.64K0.01%
Dorsey & Whitney Trust CO LLC8.00KJun 30, 26--0.01%
IHT Wealth Management, LLC7.91KJun 30, 26-690.01%
Global Assets Advisory, LLC7.87KJun 30, 26+220.01%
Storen Legacy Partners, LLC7.83KJun 30, 26+1270.01%
ETF Store, Inc.7.74KJun 30, 26+7.74K0.01%
Sovran Advisors, LLC7.71KJun 30, 26-9.06K0.01%
HOHIMER WEALTH MANAGEMENT, LLC7.69KJun 30, 26+7.69K0.01%
COLUMBIA ADVISORY PARTNERS LLC7.62KJun 30, 26+7.62K0.01%
Saxony Capital Management, LLC7.45KJun 30, 26-1520.01%
PARK AVENUE SECURITIES LLC7.39KJun 30, 26-5930.01%
Bank of New Hampshire7.08KJun 30, 26--0.01%
BANK OF MONTREAL /CAN/6.44KJun 30, 26+100.01%
Orion Capital Management LLC5.50KJun 30, 26--0.01%
FMR LLC5.16KJun 30, 26-2.89K0.01%
Continuum Advisory, LLC5.10KJun 30, 26+5.10K0.01%
CONSULTIVA WEALTH MANAGEMENT, CORP.4.86KJun 30, 26+9130.01%
Winthrop Capital Management, LLC4.74KJun 30, 26+4.74K0.01%
CITIGROUP INC4.74KJun 30, 26--0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC4.67KJun 30, 26+4.64K0.01%
Kroeger Financial Partners4.22KJun 30, 26+4.22K0.01%
MCGUIRE CAPITAL ADVISORS INC3.49KJun 30, 26-1330.01%
Philadelphia Investment Partners, LLC3.49KJun 30, 26+420.01%
IFG Advisory, LLC3.47KJun 30, 26+3.47K0.01%
HARBOUR INVESTMENTS, INC.3.43KJun 30, 26-2030.01%
PRIVATE TRUST CO NA2.95KJun 30, 26--0.00%
FAS Wealth Partners, Inc.2.71KJun 30, 26+2.32K0.00%
IFP Advisors, Inc2.59KJun 30, 26-2.00K0.00%
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/2.52KJun 30, 26+2.52K0.00%
CoreCap Advisors, LLC2.36KJun 30, 26+5010.00%
Y.D. More Investments Ltd2.00KJun 30, 26--0.00%
SRS Capital Advisors, Inc.1.92KJun 30, 26+1.79K0.00%
Beacon Financial Strategies CORP1.82KJun 30, 26+1.82K0.00%
BRYN MAWR TRUST Co1.73KJun 30, 26-14.03K0.00%
GILPIN WEALTH MANAGEMENT, LLC1.63KJun 30, 26+180.00%
SIMPLEX TRADING, LLC1.50KJun 30, 26+1.50K0.00%
Asset Dedication, LLC1.29KJun 30, 26--0.00%
Aptus Capital Advisors, LLC1.26KJun 30, 26+200.00%
Strategic Investment Solutions, Inc. /IL1.24KJun 30, 26+180.00%
Wellington Grp LLC979Jun 30, 26--0.00%
WELLS FARGO & COMPANY/MN863Jun 30, 26-2420.00%
CREATIVE FINANCIAL DESIGNS INC /ADV824Jun 30, 26+7460.00%
WOLFF WIESE MAGANA LLC802Jun 30, 26-6150.00%
Signature Resources Capital Management, LLC788Jun 30, 26--0.00%
Bravera Wealth734Jun 30, 26--0.00%
Founders Financial Alliance, LLC680Jun 30, 26--0.00%
Triumph Capital Management650Jun 30, 26--0.00%
Global Retirement Partners, LLC571Jun 30, 26+5710.00%
HUNTINGTON NATIONAL BANK544Jun 30, 26--0.00%
Ameliora Wealth Management Ltd.506Jun 30, 26--0.00%
Bogart Wealth, LLC484Jun 30, 26--0.00%
Ronald Blue Trust, Inc.453Jun 30, 26--0.00%
NBT BANK N A /NY374Jun 30, 26-2.90K0.00%
Cape Investment Advisory, Inc.359Jun 30, 26+3590.00%
Vision Retirement, LLC350Jun 30, 26-2370.00%
TD Waterhouse Canada Inc.278Jun 30, 26--0.00%
BLAIR WILLIAM & CO/IL247Jun 30, 26-38.26K0.00%
DELTA ASSET MANAGEMENT LLC/TN226Jun 30, 26--0.00%
Institute for Wealth Management, LLC.152Jun 30, 26+1520.00%
BNP PARIBAS ARBITRAGE, SNC145Jun 30, 26+950.00%
Archer Investment Corp142Jun 30, 26--0.00%
SBI Securities Co., Ltd.101Jun 30, 26+1000.00%
COMPASS FINANCIAL MANAGEMENT LLC94Jun 30, 26+940.00%
Newbridge Financial Services Group, Inc.69Jun 30, 26--0.00%
Quest 10 Wealth Builders, Inc.53Jun 30, 26--0.00%
SIGNATUREFD, LLC42Jun 30, 26--0.00%
Capital Investment Advisory Services, LLC31Jun 30, 26--0.00%
AMERIFLEX GROUP, INC.27Jun 30, 26+10.00%
Rossby Financial, LCC26Jun 30, 26--0.00%
MASECO LLP17Jun 30, 26--0.00%
SILVER OAK SECURITIES, INCORPORATED12Jun 30, 26+120.00%
Concord Wealth Partners10Jun 30, 26+100.00%
DHJJ Financial Advisors, Ltd.10Jun 30, 26--0.00%
FIDUCIARY FINANCIAL ADVISORS6Jun 30, 26+60.00%
EverSource Wealth Advisors, LLC3Jun 30, 26-2970.00%
Kingdom Financial Group LLC.2Jun 30, 26--0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2Jun 30, 26--0.00%
MAI Capital Management--Jun 30, 26-839--
SHP Wealth Management--Jun 30, 26-7--
ASHFORD CAPITAL MANAGEMENT INC--Jun 30, 26-294.02K--
Proficio Capital Partners LLC--Jun 30, 26-89.92K--
PAX Financial Group, LLC--Jun 30, 26-13.64K--
Lloyd Advisory Services, LLC.--Jun 30, 26-2--
Boreal Capital Management LLC--Jun 30, 26-1--
Root Financial Partners, LLC--Jun 30, 26-6.48K--
WealthShield Partners, LLC--Jun 30, 26-1.15K--
CULLEN/FROST BANKERS, INC.--Jun 30, 26-57--
TWO SIGMA SECURITIES, LLC--Jun 30, 26-15.35K--
AdvisorNet Financial, Inc--Jun 30, 26-277--
Alteri Wealth LLC--Jun 30, 26-8.14K--
Golden State Wealth Management, LLC--Jun 30, 26-1.63K--
ST GERMAIN D J CO INC--Jun 30, 26-134--
Merit Financial Group, LLC--Jun 30, 26-28.72K--
Western Wealth Management, LLC--Jun 30, 26-539--
KM Capital Management Ltd.--Jun 30, 26-2.53K--
Merkkuri Wealth Advisors LLC--Jun 30, 26-295--
OLD MISSION CAPITAL LLC--Jun 30, 26-162.81K--
State of Tennessee, Treasury Department--Jun 30, 26-926.00K--
Key FInancial Inc--Jun 30, 26-12--
ALBION FINANCIAL GROUP /UT--Jun 30, 26-14--
Caldwell Trust Co--Jun 30, 26-850--
WESBANCO BANK INC--Jun 30, 26-20.00K--
Reyes Financial Architecture, Inc.--Jun 30, 26-10.36K--
Destiny Wealth Partners, LLC--Jun 30, 26-431--
Sierra Capital LLC--Jun 30, 26-31.18K--
Independent Advisor Alliance--Jun 30, 26-97.34K--
Sound Income Strategies, LLC--Jun 30, 26-3.32K--
RMG Wealth Management LLC--Jun 30, 26-1.16K--
NTV ASSET MANAGEMENT LLC--Jun 30, 26-8.30K--
Annis Gardner Whiting Capital Advisors, LLC--Jun 30, 26-6.34K--
Golden State Equity Partners--Jun 30, 26-39.74K--
EXCEL SECURITIES & ASSOCIATES, INC.--Jun 30, 26-72.60K--
Bell Investment Advisors, Inc--Jun 30, 26-410--
DARA CAPITAL US, INC.--Jun 30, 26-26.34K--
Investment Management Trust, LLC--Jun 30, 26-20.28K--
CWM, LLC98.55KMar 31, 26-83.19K0.16%
INTEGRITY WEALTH ADVISORS, INC.88.40KMar 31, 26+33.89K0.15%
VectorGlobal IAG, Inc.29.75KMar 31, 26+29.75K0.05%
JOURNEY STRATEGIC WEALTH LLC16.84KMar 31, 26--0.03%
U.S. Capital Wealth Advisors, LLC11.13KMar 31, 26-7160.02%
Sunbelt Securities, Inc.3.15KMar 31, 26+50.01%
COMERICA BANK39.24KDec 31, 25-630.06%
GPS Wealth Strategies Group, LLC--Dec 31, 25-522--
Abich Financial Wealth Management LLC7.04KSep 30, 25+7.04K0.01%
Martin Worley Group132.40KJun 30, 25+14.48K0.22%
Atria Wealth Solutions, Inc.39.39KJun 30, 25-89.57K0.06%
AVANTAX ADVISORY SERVICES, INC.17.86KJun 30, 25+1290.03%
First Horizon Advisors, Inc.4.71KJun 30, 25-4.73K0.01%
DOHJ, LLC--Jun 30, 25-149.01K--
US FINANCIAL ADVISORS, LLC81.43KMar 31, 25+1.70K0.13%
Orion Portfolio Solutions, LLC32.24KMar 31, 25-82.07K0.05%
Aveo Capital Partners, LLC28.81KMar 31, 25+10.76K0.05%
Executive Wealth Management, LLC338.80KDec 31, 24+14.80K0.56%
WR Wealth Planners, LLC885Dec 31, 24-1660.00%
Householder Group Estate & Retirement Specialist, LLC--Dec 31, 24-4.89K--
Raymond James Financial Services Advisors, Inc.155.68KSep 30, 24+17.09K0.26%
RAYMOND JAMES & ASSOCIATES45.81KSep 30, 24-12.08K0.08%
Family Asset Management, LLC20.92KSep 30, 24-10.04K0.03%
New Potomac Partners, LLC6.65KSep 30, 24+6.65K0.01%
Peterson Financial Group, Inc.72Sep 30, 24+720.00%
FinTrust Capital Advisors, LLC10Sep 30, 24--0.00%
BlackRock Inc.605.78KJun 30, 24-73.39K1.00%
Coombe, Bender & Co LLC42.41KJun 30, 24+1.34K0.07%
ICA Group Wealth Management, LLC--Jun 30, 24-8.31K--
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC670.38KMar 31, 24+56.38K1.10%
Cetera Advisors LLC464.61KMar 31, 24+72.45K0.77%
Cetera Advisor Networks LLC167.90KMar 31, 24-4.63K0.28%
CALIBER WEALTH MANAGEMENT, LLC148.51KMar 31, 24+83.80K0.24%
Manning & Napier Group, LLC111.86KMar 31, 24+36.40K0.18%
WEALTHSOURCE PARTNERS, LLC18.86KDec 31, 23+10.49K0.03%
PROVENCE WEALTH MANAGEMENT GROUP5.97KDec 31, 23-900.01%
Scarborough Advisors, LLC4.36KDec 31, 23+4.36K0.01%
Baystate Wealth Management LLC18Dec 31, 23--0.00%
Key Bridge Compliance, LLC48.40KSep 30, 23+48.40K0.08%
Icon Wealth Partners, LLC--Sep 30, 23-41.21K--
COMERICA SECURITIES,INC.--Sep 30, 23-51.24K--
VALLEY FINANCIAL MANAGEMENT, INC.34.99KJun 30, 23-2.16K0.06%
BMS Financial Advisors, LLC--Jun 30, 23-10.97K--
Ten Capital Wealth Advisors, LLC--Jun 30, 23-14--
HARVEST GROUP WEALTH MANAGEMENT, LLC4.55KMar 31, 23-6360.01%
Foresight Wealth Management, LLC--Dec 31, 22-20.14K--
Laurel Wealth Advisors, Inc.--Dec 31, 22-16.90K--
Spectrum Management Group, LLC63.41KSep 30, 22+63.33K0.10%
MARINER INDEPENDENT ADVISOR NETWORK, LLC45.17KSep 30, 22+1.74K0.07%
WESTERN FINANCIAL Corp41.71KSep 30, 22-12.08K0.07%
ROOSEVELT INVESTMENT GROUP LLC21.00KSep 30, 22+9550.03%
American Portfolios Advisors7.91KSep 30, 22-6370.01%
Strategic Asset Management, LLC3.92KSep 30, 22-2.50K0.01%
KARLINSKI ANDREW C1.55KSep 30, 22+8870.00%
B. Riley Wealth Management, Inc.16.64KJun 30, 22--0.03%
Private Capital Group, LLC7.69KJun 30, 22-19.48K0.01%
HC FINANCIAL ADVISORS INC178Jun 30, 22+1780.00%
Lake Point Wealth Management44Jun 30, 22+440.00%
Karn, Couzens & Associates, Inc.10.42KMar 31, 22+2.93K0.02%
Biltmore Capital Advisors LLC206.43KDec 31, 21+28.80K0.34%
HawsGoodwin Investment Management LLC156.94KDec 31, 21+5.39K0.26%
NEXT Financial Group, Inc127.93KDec 31, 21+63.42K0.21%
VIVID FINANCIAL MANAGEMENT, INC.125.70KDec 31, 21+27.47K0.21%
Carroll Financial Associates, Inc.13.97KDec 31, 21+13.97K0.02%
Cardan Capital Partners, LLC335.56KSep 30, 21-28.60K0.55%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV44.01KSep 30, 21+5.59K0.07%
Cascadia Advisory Services, LLC26.44KSep 30, 21+14.78K0.04%
LifePlan Financial Group, Inc129Sep 30, 20--0.00%
Global Financial Private Capital, Inc1.20KJun 30, 20-33.47K0.00%
Advisor Group, Inc.40.40KDec 31, 19+12.48K0.07%
LADENBURG THALMANN FINANCIAL SERVICES INC.18.87KDec 31, 19-5.78K0.03%

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Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.