FBCG(FBCG)
FBCG
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| FMR LLC | 18.63M | Jun 30, 26 | -1.14M | 15.99% |
| JPMORGAN CHASE & CO | 8.91M | Jun 30, 26 | -79.80K | 7.65% |
| Dynasty Wealth Management, LLC | 7.05M | Jun 30, 26 | -131.54K | 6.06% |
| SAGESPRING WEALTH PARTNERS, LLC | 5.51M | Jun 30, 26 | -127.88K | 4.73% |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.91M | Jun 30, 26 | +9.05K | 2.50% |
| ENVESTNET ASSET MANAGEMENT INC | 2.86M | Jun 30, 26 | +187.17K | 2.45% |
| HUNTINGTON NATIONAL BANK | 1.91M | Jun 30, 26 | +180.77K | 1.64% |
| MORGAN STANLEY | 1.82M | Jun 30, 26 | +243.37K | 1.56% |
| Cetera Investment Advisers | 1.65M | Jun 30, 26 | +221.47K | 1.42% |
| BANK OF AMERICA CORP /DE/ | 1.62M | Jun 30, 26 | +52.03K | 1.39% |
| GR FINANCIAL GROUP, LLC | 1.60M | Jun 30, 26 | +1.60M | 1.37% |
| Resources Investment Advisors, LLC. | 1.57M | Jun 30, 26 | +224.54K | 1.34% |
| WELLS FARGO & COMPANY/MN | 1.30M | Jun 30, 26 | +173.65K | 1.11% |
| MML INVESTORS SERVICES, LLC | 1.25M | Jun 30, 26 | +231.09K | 1.08% |
| THRIVENT FINANCIAL FOR LUTHERANS | 1.24M | Jun 30, 26 | +1.24M | 1.07% |
| KFA Private Wealth Group, LLC | 1.05M | Jun 30, 26 | +4.14K | 0.91% |
| PNC FINANCIAL SERVICES GROUP, INC. | 934.43K | Jun 30, 26 | +284.41K | 0.80% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 859.30K | Jun 30, 26 | +47.51K | 0.74% |
| UBS Group AG | 844.82K | Jun 30, 26 | +18.83K | 0.73% |
| Portfolio Strategies, Inc. | 839.84K | Jun 30, 26 | +93.24K | 0.72% |
| LPL Financial LLC | 709.07K | Jun 30, 26 | +445.83K | 0.61% |
| Colony Group, LLC | 702.91K | Jun 30, 26 | +63.31K | 0.60% |
| Cambridge Investment Research Advisors, Inc. | 661.41K | Jun 30, 26 | +154.65K | 0.57% |
| RFG Advisory, LLC | 633.47K | Jun 30, 26 | -30.20K | 0.54% |
| Sowa Financial Group, Inc. | 632.39K | Jun 30, 26 | +30.73K | 0.54% |
| Capital Analysts, LLC | 578.03K | Jun 30, 26 | +122.19K | 0.50% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 553.61K | Jun 30, 26 | +37.08K | 0.48% |
| Advyzon Investment Management, LLC | 526.30K | Jun 30, 26 | +101.97K | 0.45% |
| ACCREDITED INVESTOR SERVICES, LLC | 467.98K | Jun 30, 26 | -336 | 0.40% |
| J.W. COLE ADVISORS, INC. | 460.59K | Jun 30, 26 | +460.59K | 0.40% |
| AssuredPartners Investment Advisors, LLC | 423.88K | Jun 30, 26 | +7.19K | 0.36% |
| Centerline Wealth Advisors, LLC | 411.90K | Jun 30, 26 | -29.56K | 0.35% |
| UNIQUE WEALTH, LLC | 399.41K | Jun 30, 26 | +1.56K | 0.34% |
| BG Investment Services, Inc. | 360.82K | Jun 30, 26 | +35.46K | 0.31% |
| Arkadios Wealth Advisors | 337.33K | Jun 30, 26 | +18.65K | 0.29% |
| JONES FINANCIAL COMPANIES LLLP | 331.12K | Jun 30, 26 | +100.14K | 0.28% |
| MAI Capital Management | 328.60K | Jun 30, 26 | +42.74K | 0.28% |
| HighTower Advisors, LLC | 302.40K | Jun 30, 26 | -21.07K | 0.26% |
| Kestra Advisory Services, LLC | 282.38K | Jun 30, 26 | +791 | 0.24% |
| GREAT VALLEY ADVISOR GROUP, INC. | 274.34K | Jun 30, 26 | +274.34K | 0.24% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 265.08K | Jun 30, 26 | -4.98K | 0.23% |
| Advantage Trust Co | 264.72K | Jun 30, 26 | +30.30K | 0.23% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 253.81K | Jun 30, 26 | +171.41K | 0.22% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 251.68K | Jun 30, 26 | +168.26K | 0.22% |
| CLG LLC | 230.91K | Jun 30, 26 | +30.95K | 0.20% |
| Salus Financial Advisors, LLC | 224.61K | Jun 30, 26 | +17.80K | 0.19% |
| ADVISOR GROUP HOLDINGS, INC. | 222.76K | Jun 30, 26 | +192.43K | 0.19% |
| D.A. DAVIDSON & CO. | 204.02K | Jun 30, 26 | +61.34K | 0.18% |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 204.00K | Jun 30, 26 | +29.69K | 0.18% |
| Redhawk Wealth Advisors, Inc. | 201.66K | Jun 30, 26 | +201.66K | 0.17% |
| SAX WEALTH ADVISORS, LLC | 193.37K | Jun 30, 26 | +5.74K | 0.17% |
| MV CAPITAL MANAGEMENT, INC. | 182.51K | Jun 30, 26 | -1.63K | 0.16% |
| Janney Montgomery Scott LLC | 166.43K | Jun 30, 26 | +1.69K | 0.14% |
| PRINCIPAL SECURITIES, INC. | 166.09K | Jun 30, 26 | +31.48K | 0.14% |
| Keystone Wealth Services, LLC | 159.71K | Jun 30, 26 | +16.47K | 0.14% |
| BALDWIN BROTHERS LLC/MA | 158.78K | Jun 30, 26 | +158.78K | 0.14% |
| STIFEL FINANCIAL CORP | 156.51K | Jun 30, 26 | +33.41K | 0.13% |
| DAHRING | CUSMANO LLC | 140.40K | Jun 30, 26 | +3.70K | 0.12% |
| MENORA MIVTACHIM HOLDINGS LTD. | 136.27K | Jun 30, 26 | -- | 0.12% |
| Wealth Quarterback LLC | 135.98K | Jun 30, 26 | +13.58K | 0.12% |
| BFSG, LLC | 130.85K | Jun 30, 26 | -305 | 0.11% |
| Clear Creek Financial Management, LLC | 120.33K | Jun 30, 26 | +16.02K | 0.10% |
| Broadleaf Partners, LLC | 119.99K | Jun 30, 26 | +2.68K | 0.10% |
| Sigma Planning Corp | 119.64K | Jun 30, 26 | -4.42K | 0.10% |
| First Heartland Consultants, Inc. | 117.62K | Jun 30, 26 | +2.61K | 0.10% |
| Per Stirling Capital Management, LLC. | 117.24K | Jun 30, 26 | -5.00K | 0.10% |
| New England Private Wealth Advisors LLC | 117.23K | Jun 30, 26 | +117.23K | 0.10% |
| Sovran Advisors, LLC | 113.09K | Jun 30, 26 | +4.35K | 0.10% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 108.97K | Jun 30, 26 | -2.68K | 0.09% |
| CENTRAL TRUST Co | 106.43K | Jun 30, 26 | -5.94K | 0.09% |
| Essex Financial Services, Inc. | 106.18K | Jun 30, 26 | +28.44K | 0.09% |
| Cyndeo Wealth Partners, LLC | 104.98K | Jun 30, 26 | -12.58K | 0.09% |
| AE Wealth Management LLC | 102.23K | Jun 30, 26 | +57.02K | 0.09% |
| HARBOUR INVESTMENTS, INC. | 101.41K | Jun 30, 26 | +11.11K | 0.09% |
| MN Wealth Advisors, LLC | 100.20K | Jun 30, 26 | +8.44K | 0.09% |
| PKS Advisory Services, LLC | 96.67K | Jun 30, 26 | +198 | 0.08% |
| FIL Ltd | 93.08K | Jun 30, 26 | -14.72K | 0.08% |
| CRA Financial Services, LLC | 91.02K | Jun 30, 26 | +11.87K | 0.08% |
| SUMMIT WEALTH GROUP LLC / CO | 90.22K | Jun 30, 26 | +35.83K | 0.08% |
| Kingsview Wealth Management, LLC | 88.86K | Jun 30, 26 | +84.72K | 0.08% |
| Bank of New York Mellon Corp | 88.03K | Jun 30, 26 | +44.59K | 0.08% |
| IFP Advisors, Inc | 86.84K | Jun 30, 26 | -1.25K | 0.07% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 86.48K | Jun 30, 26 | -3.97K | 0.07% |
| Mutual Advisors, LLC | 86.45K | Jun 30, 26 | +6.81K | 0.07% |
| Holos Integrated Wealth LLC | 82.86K | Jun 30, 26 | +1.67K | 0.07% |
| Roxbury Financial LLC | 82.00K | Jun 30, 26 | +681 | 0.07% |
| SMART Wealth LLC | 79.45K | Jun 30, 26 | +79.45K | 0.07% |
| SRS Capital Advisors, Inc. | 78.99K | Jun 30, 26 | +78.99K | 0.07% |
| Quotient Wealth Partners, LLC | 77.69K | Jun 30, 26 | +6.13K | 0.07% |
| Rockefeller Capital Management L.P. | 77.65K | Jun 30, 26 | +38.10K | 0.07% |
| FIFTH THIRD SECURITIES, INC. | 77.23K | Jun 30, 26 | -8.70K | 0.07% |
| Rollins Financial Advisors, LLC | 76.70K | Jun 30, 26 | +10.53K | 0.07% |
| Creative Planning | 76.64K | Jun 30, 26 | -3.70K | 0.07% |
| Traynor Capital Management, Inc. | 66.19K | Jun 30, 26 | +8.25K | 0.06% |
| Certified Advisory Corp | 65.75K | Jun 30, 26 | +17.28K | 0.06% |
| CAPTRUST FINANCIAL ADVISORS | 65.08K | Jun 30, 26 | -9.28K | 0.06% |
| RAYMOND JAMES FINANCIAL INC | 61.49K | Jun 30, 26 | -3.30K | 0.05% |
| Aptus Capital Advisors, LLC | 57.91K | Jun 30, 26 | +9.33K | 0.05% |
| CARY STREET PARTNERS FINANCIAL LLC | 54.33K | Jun 30, 26 | +5.51K | 0.05% |
| Milestone Investment Advisors LLC | 54.11K | Jun 30, 26 | +13.52K | 0.05% |
| Brookstone Capital Management | 51.10K | Jun 30, 26 | +51.10K | 0.04% |
| COZAD ASSET MANAGEMENT INC | 48.27K | Jun 30, 26 | +48.27K | 0.04% |
| Variant Private Wealth, LLC | 47.88K | Jun 30, 26 | -29.66K | 0.04% |
| Sequent Asset Management, LLC | 47.54K | Jun 30, 26 | +668 | 0.04% |
| WCG Wealth Advisors LLC | 42.44K | Jun 30, 26 | +62 | 0.04% |
| HICKS CAPITAL MANAGEMENT LLC | 40.49K | Jun 30, 26 | +2.70K | 0.03% |
| ADELL HARRIMAN & CARPENTER INC | 40.06K | Jun 30, 26 | -1.70K | 0.03% |
| CHILDRESS CAPITAL ADVISORS, LLC | 39.91K | Jun 30, 26 | -- | 0.03% |
| PUREfi Wealth, LLC | 37.37K | Jun 30, 26 | +593 | 0.03% |
| INDEPENDENT FINANCIAL GROUP, LLC | 36.83K | Jun 30, 26 | -6.27K | 0.03% |
| Envestnet Portfolio Solutions, Inc. | 35.38K | Jun 30, 26 | +7.39K | 0.03% |
| MONEY CONCEPTS CAPITAL CORP | 35.17K | Jun 30, 26 | +7.00K | 0.03% |
| Evergreen Wealth Solutions, LLC | 34.30K | Jun 30, 26 | +34.30K | 0.03% |
| Centurion Wealth Management LLC | 33.16K | Jun 30, 26 | -493 | 0.03% |
| Allen Capital Group, LLC | 32.49K | Jun 30, 26 | +2.21K | 0.03% |
| Fairvoy Private Wealth, LLC | 31.14K | Jun 30, 26 | +3.15K | 0.03% |
| McGlone Suttner Wealth Management, Inc. | 30.68K | Jun 30, 26 | -- | 0.03% |
| AQR CAPITAL MANAGEMENT LLC | 28.81K | Jun 30, 26 | +18.63K | 0.02% |
| BRADLEY FOSTER & SARGENT INC/CT | 28.40K | Jun 30, 26 | -222 | 0.02% |
| October Effect Ltd | 28.22K | Jun 30, 26 | +910 | 0.02% |
| Meridian Wealth Management, LLC | 28.00K | Jun 30, 26 | -- | 0.02% |
| 17 CAPITAL PARTNERS, LLC | 27.72K | Jun 30, 26 | +3.01K | 0.02% |
| Empowered Funds, LLC | 27.19K | Jun 30, 26 | -237 | 0.02% |
| Cambria Investment Management, L.P. | 27.19K | Jun 30, 26 | -237 | 0.02% |
| CLEAR INVESTMENT RESEARCH, LLC | 27.11K | Jun 30, 26 | -721 | 0.02% |
| Hobart Private Capital, LLC | 26.66K | Jun 30, 26 | +797 | 0.02% |
| Sachetta, LLC | 25.53K | Jun 30, 26 | +2.83K | 0.02% |
| Traveka Wealth, LLC | 24.87K | Jun 30, 26 | +312 | 0.02% |
| CALTON & ASSOCIATES, INC. | 23.89K | Jun 30, 26 | +3.01K | 0.02% |
| Worth Asset Management, LLC | 23.47K | Jun 30, 26 | -6.29K | 0.02% |
| Farther Finance Advisors, LLC | 23.09K | Jun 30, 26 | -14.97K | 0.02% |
| Vise Technologies, Inc. | 23.05K | Jun 30, 26 | -19.66K | 0.02% |
| Forbes Financial Planning, Inc. | 22.81K | Jun 30, 26 | -1.41K | 0.02% |
| Cornerstone Planning Group LLC | 21.71K | Jun 30, 26 | -1.82K | 0.02% |
| Elevation Capital Advisory, LLC | 21.64K | Jun 30, 26 | +21.64K | 0.02% |
| AVAII WEALTH MANAGEMENT, LLC | 21.26K | Jun 30, 26 | -32 | 0.02% |
| WEALTH EFFECTS LLC | 21.03K | Jun 30, 26 | -611 | 0.02% |
| POM Investment Strategies, LLC | 20.72K | Jun 30, 26 | +10.74K | 0.02% |
| Delta Investment Management, LLC | 20.27K | Jun 30, 26 | +20.27K | 0.02% |
| NATIXIS ADVISORS, L.P. | 20.00K | Jun 30, 26 | +6.44K | 0.02% |
| Kerntke Otto McGlone Wealth Management Group | 19.81K | Jun 30, 26 | +1.04K | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19.58K | Jun 30, 26 | -9.79K | 0.02% |
| Sugar Maple Asset Management, LLC | 18.62K | Jun 30, 26 | +298 | 0.02% |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 18.47K | Jun 30, 26 | +283 | 0.02% |
| FIRST UNITED BANK & TRUST | 17.81K | Jun 30, 26 | +6.63K | 0.02% |
| Western Wealth Management, LLC | 17.41K | Jun 30, 26 | -3.07K | 0.01% |
| YARGER WEALTH STRATEGIES, LLC | 17.21K | Jun 30, 26 | -- | 0.01% |
| Savvy Advisors, Inc. | 16.95K | Jun 30, 26 | -3.16K | 0.01% |
| Astoria Portfolio Advisors LLC. | 16.69K | Jun 30, 26 | +16.69K | 0.01% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 16.59K | Jun 30, 26 | -2.85K | 0.01% |
| Kingdom Financial Group LLC. | 16.33K | Jun 30, 26 | +15.72K | 0.01% |
| SENTINEL PENSION ADVISORS INC | 16.27K | Jun 30, 26 | -85 | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 15.71K | Jun 30, 26 | +9.08K | 0.01% |
| Canvas Wealth Advisors, LLC | 15.60K | Jun 30, 26 | +554 | 0.01% |
| NewEdge Advisors, LLC | 15.18K | Jun 30, 26 | +2.87K | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15.02K | Jun 30, 26 | -526 | 0.01% |
| AMERIPRISE FINANCIAL INC | 14.85K | Jun 30, 26 | -141 | 0.01% |
| Axis Wealth Partners, LLC | 14.52K | Jun 30, 26 | +14.52K | 0.01% |
| CROSSPOINT FINANCIAL, LLC | 14.23K | Jun 30, 26 | +14.23K | 0.01% |
| Meridian Financial, LLC | 14.18K | Jun 30, 26 | -1.52K | 0.01% |
| CoreCap Advisors, LLC | 14.07K | Jun 30, 26 | +78 | 0.01% |
| Merit Financial Group, LLC | 13.76K | Jun 30, 26 | +1.62K | 0.01% |
| Investmark Advisory Group LLC | 13.71K | Jun 30, 26 | +298 | 0.01% |
| Investment Advisory Group, LLC | 13.60K | Jun 30, 26 | -4.09K | 0.01% |
| Cerity Partners LLC | 13.13K | Jun 30, 26 | -1.86K | 0.01% |
| Elm3 Financial Group, LLC | 12.26K | Jun 30, 26 | +2.05K | 0.01% |
| Barnes Wealth Management Group, Inc | 12.02K | Jun 30, 26 | -201 | 0.01% |
| Larson Financial Group LLC | 11.65K | Jun 30, 26 | +1.44K | 0.01% |
| SFG Wealth Management, LLC. | 11.65K | Jun 30, 26 | +11.65K | 0.01% |
| Mariner, LLC | 11.27K | Jun 30, 26 | -149.50K | 0.01% |
| Concurrent Investment Advisors, LLC | 11.24K | Jun 30, 26 | -8.45K | 0.01% |
| Prostatis Group LLC | 10.49K | Jun 30, 26 | +1.05K | 0.01% |
| Fisher Asset Management, LLC | 10.23K | Jun 30, 26 | +10.23K | 0.01% |
| FSM Wealth Advisors, LLC | 10.11K | Jun 30, 26 | -61 | 0.01% |
| BRIGHTON JONES LLC | 9.96K | Jun 30, 26 | +9.96K | 0.01% |
| FLORIDA FINANCIAL ADVISORS, LLC | 9.92K | Jun 30, 26 | -164 | 0.01% |
| Geneos Wealth Management Inc. | 9.69K | Jun 30, 26 | -420 | 0.01% |
| San Luis Wealth Advisors LLC | 9.62K | Jun 30, 26 | +713 | 0.01% |
| Koshinski Asset Management, Inc. | 9.53K | Jun 30, 26 | +382 | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 9.47K | Jun 30, 26 | +5.74K | 0.01% |
| Castleview Partners, LLC | 9.25K | Jun 30, 26 | -82 | 0.01% |
| LJI Wealth Management, LLC | 9.10K | Jun 30, 26 | -495 | 0.01% |
| Cedar Mountain Advisors, LLC | 8.83K | Jun 30, 26 | +8.83K | 0.01% |
| FSA Advisors, Inc. | 8.62K | Jun 30, 26 | +8.62K | 0.01% |
| FIFTH THIRD BANCORP | 8.41K | Jun 30, 26 | +3.56K | 0.01% |
| Wealthcare Capital Partners, LLC | 8.02K | Jun 30, 26 | +528 | 0.01% |
| Ausdal Financial Partners, Inc. | 7.93K | Jun 30, 26 | +34 | 0.01% |
| New Insight Wealth Advisors | 7.65K | Jun 30, 26 | -204 | 0.01% |
| HBW Advisory Services LLC | 7.43K | Jun 30, 26 | +1.46K | 0.01% |
| Clarity Asset Management, Inc. | 7.13K | Jun 30, 26 | -462 | 0.01% |
| TRUST CO OF VIRGINIA /VA | 7.11K | Jun 30, 26 | +7.11K | 0.01% |
| LGT Financial Advisors LLC | 6.97K | Jun 30, 26 | +6.97K | 0.01% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6.94K | Jun 30, 26 | +6.94K | 0.01% |
| Lido Advisors, LLC | 6.86K | Jun 30, 26 | -223 | 0.01% |
| Onyx Bridge Wealth Group LLC | 6.68K | Jun 30, 26 | -5 | 0.01% |
| HARBOR INVESTMENT ADVISORY, LLC | 6.65K | Jun 30, 26 | -- | 0.01% |
| EP Wealth Advisors, LLC | 6.64K | Jun 30, 26 | +6.64K | 0.01% |
| Rehmann Capital Advisory Group | 6.35K | Jun 30, 26 | +6.35K | 0.01% |
| Snowden Capital Advisors LLC | 6.20K | Jun 30, 26 | -- | 0.01% |
| Wealthcare Advisory Partners LLC | 5.88K | Jun 30, 26 | -143 | 0.01% |
| CI Private Wealth, LLC | 5.86K | Jun 30, 26 | -11.65K | 0.01% |
| Stratos Wealth Partners, LTD. | 5.84K | Jun 30, 26 | +5.84K | 0.01% |
| GTS SECURITIES LLC | 5.82K | Jun 30, 26 | -7.30K | 0.00% |
| Stonebridge Financial Group, LLC | 5.81K | Jun 30, 26 | +25 | 0.00% |
| YHB Investment Advisors, Inc. | 5.79K | Jun 30, 26 | -- | 0.00% |
| Regal Investment Advisors LLC | 5.74K | Jun 30, 26 | +5.74K | 0.00% |
| Arcus Capital Partners, LLC | 5.53K | Jun 30, 26 | -- | 0.00% |
| SWAN Capital LLC | 5.49K | Jun 30, 26 | +5.49K | 0.00% |
| RCS Financial Planning, LLC | 5.26K | Jun 30, 26 | +5.26K | 0.00% |
| Brookwood Investment Group LLC | 5.24K | Jun 30, 26 | -897 | 0.00% |
| B.O.S.S. Retirement Advisors, LLC | 5.21K | Jun 30, 26 | +26 | 0.00% |
| Fort Sheridan Advisors LLC | 5.12K | Jun 30, 26 | -209 | 0.00% |
| MISSION WEALTH MANAGEMENT, LP | 5.08K | Jun 30, 26 | +780 | 0.00% |
| Ameritas Advisory Services, LLC | 4.91K | Jun 30, 26 | +4.91K | 0.00% |
| Quantinno Capital Management LP | 4.83K | Jun 30, 26 | +4.83K | 0.00% |
| INSPIRION WEALTH ADVISORS, LLC | 4.73K | Jun 30, 26 | -- | 0.00% |
| BENJAMIN EDWARDS INC | 4.58K | Jun 30, 26 | -81 | 0.00% |
| Fiduciary Group LLC | 4.58K | Jun 30, 26 | -- | 0.00% |
| CHOREO, LLC | 4.55K | Jun 30, 26 | +4.55K | 0.00% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 4.48K | Jun 30, 26 | +4.48K | 0.00% |
| Boston Partners | 4.45K | Jun 30, 26 | +4.45K | 0.00% |
| Baron Wealth Management LLC | 4.12K | Jun 30, 26 | -- | 0.00% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4.11K | Jun 30, 26 | +110 | 0.00% |
| MWA Asset Management | 4.05K | Jun 30, 26 | -413 | 0.00% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3.96K | Jun 30, 26 | +3.96K | 0.00% |
| Waverly Advisors, LLC | 3.81K | Jun 30, 26 | +3.81K | 0.00% |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 3.66K | Jun 30, 26 | +3.66K | 0.00% |
| NWAM LLC | 3.65K | Jun 30, 26 | +3.65K | 0.00% |
| Impact Partnership Wealth, LLC | 3.53K | Jun 30, 26 | +3.53K | 0.00% |
| Beacon Pointe Advisors, LLC | 3.49K | Jun 30, 26 | +3.49K | 0.00% |
| TRUIST FINANCIAL CORP | 3.46K | Jun 30, 26 | -1.54K | 0.00% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 3.36K | Jun 30, 26 | +3.36K | 0.00% |
| US BANCORP \DE\ | 2.79K | Jun 30, 26 | +2.79K | 0.00% |
| Integrated Wealth Concepts LLC | 2.78K | Jun 30, 26 | +2.78K | 0.00% |
| Harbor Asset Planning, Inc. | 2.73K | Jun 30, 26 | -- | 0.00% |
| BANK OF MONTREAL /CAN/ | 2.42K | Jun 30, 26 | +216 | 0.00% |
| VESTOR CAPITAL, LLC | 2.32K | Jun 30, 26 | -1.36K | 0.00% |
| Atlatl Advisers LLC | 1.99K | Jun 30, 26 | +1.99K | 0.00% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 1.93K | Jun 30, 26 | -- | 0.00% |
| Lloyd Advisory Services, LLC. | 1.83K | Jun 30, 26 | +1.22K | 0.00% |
| Capital Investment Advisory Services, LLC | 1.67K | Jun 30, 26 | +1.12K | 0.00% |
| ARMSTRONG ADVISORY GROUP, INC | 1.61K | Jun 30, 26 | -- | 0.00% |
| BlackRock, Inc. | 1.50K | Jun 30, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 1.28K | Jun 30, 26 | +1.28K | 0.00% |
| Raleigh Capital Management Inc. | 1.27K | Jun 30, 26 | -- | 0.00% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1.25K | Jun 30, 26 | -- | 0.00% |
| Darwin Wealth Management, LLC | 1.00K | Jun 30, 26 | +1.00K | 0.00% |
| Spire Wealth Management | 973 | Jun 30, 26 | +142 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 756 | Jun 30, 26 | -- | 0.00% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 730 | Jun 30, 26 | +530 | 0.00% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 663 | Jun 30, 26 | +663 | 0.00% |
| IFG Advisory, LLC | 633 | Jun 30, 26 | +633 | 0.00% |
| Investors Research Corp | 619 | Jun 30, 26 | +619 | 0.00% |
| Ancora Advisors, LLC | 568 | Jun 30, 26 | -- | 0.00% |
| Cape Investment Advisory, Inc. | 534 | Jun 30, 26 | +534 | 0.00% |
| Global Retirement Partners, LLC | 530 | Jun 30, 26 | +530 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 476 | Jun 30, 26 | -- | 0.00% |
| Cassaday & Co Wealth Management LLC | 416 | Jun 30, 26 | -- | 0.00% |
| Steigerwald, Gordon & Koch Inc. | 400 | Jun 30, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 366 | Jun 30, 26 | -278 | 0.00% |
| Abound Wealth Management | 329 | Jun 30, 26 | -- | 0.00% |
| Clearstead Advisors, LLC | 329 | Jun 30, 26 | +329 | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 295 | Jun 30, 26 | -- | 0.00% |
| CBIZ Investment Advisory Services, LLC | 240 | Jun 30, 26 | -- | 0.00% |
| Central Pacific Bank - Trust Division | 202 | Jun 30, 26 | -- | 0.00% |
| Westside Investment Management, Inc. | 200 | Jun 30, 26 | +200 | 0.00% |
| Nemes Rush Group LLC | 174 | Jun 30, 26 | -- | 0.00% |
| Founders Financial Alliance, LLC | 161 | Jun 30, 26 | +161 | 0.00% |
| Allworth Financial LP | 155 | Jun 30, 26 | -40 | 0.00% |
| EverSource Wealth Advisors, LLC | 143 | Jun 30, 26 | -- | 0.00% |
| ROYAL BANK OF CANADA | 117 | Jun 30, 26 | -2.32K | 0.00% |
| IAG Wealth Partners, LLC | 115 | Jun 30, 26 | -- | 0.00% |
| LRI Investments, LLC | 100 | Jun 30, 26 | -100 | 0.00% |
| Smartleaf Asset Management LLC | 76 | Jun 30, 26 | -- | 0.00% |
| Atlantic Union Bankshares Corp | 68 | Jun 30, 26 | -- | 0.00% |
| BRYN MAWR TRUST Co | 54 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 50 | Jun 30, 26 | -50 | 0.00% |
| VANGUARD ADVISERS INC | 37 | Jun 30, 26 | -7 | 0.00% |
| CX Institutional | 13 | Jun 30, 26 | -- | 0.00% |
| MATHER GROUP, LLC. | 5 | Jun 30, 26 | +5 | 0.00% |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.36K | -- |
| CIBC WORLD MARKET INC. | -- | Jun 30, 26 | -4.95K | -- |
| Qube Research & Technologies Ltd | -- | Jun 30, 26 | -28.02K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -485 | -- |
| Private Advisor Group, LLC | -- | Jun 30, 26 | -50.07K | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -143 | -- |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | -- | Jun 30, 26 | -475 | -- |
| Trexquant Investment LP | -- | Jun 30, 26 | -4.55K | -- |
| Russell Investments Group, Ltd. | -- | Jun 30, 26 | -105 | -- |
| DAGCO, INC. | -- | Jun 30, 26 | -1.88K | -- |
| Goodwin Investment Advisory | -- | Jun 30, 26 | -836.77K | -- |
| M Holdings Securities, Inc. | -- | Jun 30, 26 | -73.18K | -- |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -9.21K | -- |
| CITIGROUP INC | -- | Jun 30, 26 | -1.02K | -- |
| CWM, LLC | 2.41M | Mar 31, 26 | +1.34M | 2.07% |
| Goodwin Investment Advisory | 836.77K | Mar 31, 26 | -40.62K | 0.72% |
| Sunbelt Securities, Inc. | 33.16K | Mar 31, 26 | +4.30K | 0.03% |
| Signature Wealth Management Group | 16.45K | Mar 31, 26 | +16.45K | 0.01% |
| Jaffetilchin Investment Partners, LLC | 4.09K | Mar 31, 26 | -- | 0.00% |
| SOL Capital Management CO | -- | Mar 31, 26 | -14.03K | -- |
| Dentgroup LLC | 61.14K | Dec 31, 25 | -8.75K | 0.05% |
| COMERICA BANK | 4.89K | Dec 31, 25 | -- | 0.00% |
| Northwest Capital Management Inc | 988 | Dec 31, 25 | -- | 0.00% |
| TUCKER ASSET MANAGEMENT LLC | 100 | Dec 31, 25 | +100 | 0.00% |
| Guerra Advisors Inc | 29.86K | Sep 30, 25 | +3.16K | 0.03% |
| CROWLEY WEALTH MANAGEMENT, INC. | 409 | Sep 30, 25 | +409 | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 408.85K | Jun 30, 25 | +71.60K | 0.35% |
| Atria Wealth Solutions, Inc. | 6.09K | Jun 30, 25 | -57.18K | 0.01% |
| CHURCHILL MANAGEMENT Corp | -- | Jun 30, 25 | -34.19K | -- |
| CAROLINAS WEALTH CONSULTING LLC | 55.23K | Mar 31, 25 | +1.28K | 0.05% |
| Orion Portfolio Solutions, LLC | 8.44K | Mar 31, 25 | -5.56K | 0.01% |
| Sandy Spring Bank | 68 | Mar 31, 25 | +68 | 0.00% |
| Cassady Schiller Wealth Management, LLC | 22 | Dec 31, 24 | +22 | 0.00% |
| Kowal Investment Group, LLC | 636.55K | Sep 30, 24 | -23.42K | 0.55% |
| RAYMOND JAMES & ASSOCIATES | 6.99K | Sep 30, 24 | -7.34K | 0.01% |
| FinTrust Capital Advisors, LLC | 83 | Sep 30, 24 | -31 | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 281 | Jun 30, 24 | -- | 0.00% |
| Cetera Advisors LLC | 127.17K | Mar 31, 24 | +109.77K | 0.11% |
| Cetera Advisor Networks LLC | 109.55K | Mar 31, 24 | +19.48K | 0.09% |
| WADE G W & INC | 102.25K | Dec 31, 23 | +102.25K | 0.09% |
| Bartlett & Co. LLC | 640 | Dec 31, 23 | -- | 0.00% |
| Ahrens Investment Partners LLC | 1.26K | Mar 31, 23 | +1.26K | 0.00% |
| 55I, LLC | 245.19K | Sep 30, 22 | +11.19K | 0.21% |
| American Portfolios Advisors | 81.24K | Sep 30, 22 | +13.01K | 0.07% |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 28.00K | Mar 31, 22 | -- | 0.02% |
| Winslow, Evans & Crocker, Inc. | 200 | Dec 31, 20 | +200 | 0.00% |
| First Allied Advisory Services, Inc. | 20.89K | Sep 30, 20 | +20.89K | 0.02% |