First Trust Large Cap Core Fund A(FEX)

$137.10—

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First Trust Large Cap Core Fund A(FEX)

NASDAQ

$137.10—

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FEX(FEX)

FEX

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 314 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	1.06M	Mar 31, 26	-48.09K	9.51%
LPL Financial LLC	972.37K	Mar 31, 26	-23.24K	8.73%
WELLS FARGO & COMPANY/MN	536.73K	Mar 31, 26	+33.59K	4.82%
Janney Montgomery Scott LLC	511.45K	Mar 31, 26	+4.34K	4.59%
RAYMOND JAMES FINANCIAL INC	252.32K	Mar 31, 26	-53.85K	2.26%
BANK OF AMERICA CORP /DE/	234.82K	Mar 31, 26	+6.94K	2.11%
COMMONWEALTH EQUITY SERVICES, LLC	213.63K	Mar 31, 26	-240	1.92%
UBS Group AG	184.33K	Mar 31, 26	-16.10K	1.65%
HBK Sorce Advisory LLC	176.93K	Mar 31, 26	-3.06K	1.59%
ROYAL BANK OF CANADA	155.49K	Mar 31, 26	-69.92K	1.40%
TRUIST FINANCIAL CORP	151.24K	Mar 31, 26	-24.12K	1.36%
SILVER OAK SECURITIES, INCORPORATED	134.61K	Mar 31, 26	-1.89K	1.21%
BIP Wealth, LLC	127.05K	Mar 31, 26	-5.67K	1.14%
ADVISOR GROUP HOLDINGS, INC.	123.18K	Mar 31, 26	-38.47K	1.11%
Cetera Investment Advisers	118.12K	Mar 31, 26	+3.45K	1.06%
Private Advisor Group, LLC	93.34K	Mar 31, 26	-15	0.84%
Cambridge Investment Research Advisors, Inc.	91.91K	Mar 31, 26	-13.17K	0.82%
US BANCORP \DE\	61.94K	Mar 31, 26	-16.94K	0.56%
GREAT VALLEY ADVISOR GROUP, INC.	61.64K	Mar 31, 26	-101	0.55%
Kingsview Wealth Management, LLC	60.99K	Mar 31, 26	-2.90K	0.55%
ENVESTNET ASSET MANAGEMENT INC	60.07K	Mar 31, 26	-242	0.54%
WILEY BROS.-AINTREE CAPITAL, LLC	56.62K	Mar 31, 26	+114	0.51%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	54.98K	Mar 31, 26	+51.96K	0.49%
Chicago Partners Investment Group LLC	54.83K	Mar 31, 26	-42	0.49%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	53.16K	Mar 31, 26	-2.62K	0.48%
Triumph Capital Management	51.78K	Mar 31, 26	-192	0.46%
Elevation Capital Advisory, LLC	49.09K	Mar 31, 26	+49.09K	0.44%
GOLDMAN SACHS GROUP INC	46.69K	Mar 31, 26	+12.18K	0.42%
Rockefeller Capital Management L.P.	45.94K	Mar 31, 26	-677	0.41%
FIRST TRUST ADVISORS LP	33.10K	Mar 31, 26	-14.25K	0.30%
MERCER GLOBAL ADVISORS INC /ADV	31.44K	Mar 31, 26	+27.49K	0.28%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	30.71K	Mar 31, 26	+30.71K	0.28%
KPP Advisory Services LLC	29.95K	Mar 31, 26	-1.86K	0.27%
Sanctuary Advisors, LLC	28.65K	Mar 31, 26	+7	0.26%
D.A. DAVIDSON & CO.	24.83K	Mar 31, 26	-757	0.22%
Baird Financial Group, Inc.	23.24K	Mar 31, 26	-462	0.21%
CITADEL ADVISORS LLC	22.08K	Mar 31, 26	+17.45K	0.20%
TCFG WEALTH MANAGEMENT, LLC	21.51K	Mar 31, 26	+201	0.19%
Keystone Wealth Services, LLC	20.18K	Mar 31, 26	+20.18K	0.18%
HighTower Advisors, LLC	17.87K	Mar 31, 26	+6	0.16%
AssuredPartners Investment Advisors, LLC	16.88K	Mar 31, 26	-510	0.15%
OPPENHEIMER & CO INC	16.72K	Mar 31, 26	-613	0.15%
Kestra Advisory Services, LLC	16.44K	Mar 31, 26	+3.79K	0.15%
CAPTRUST FINANCIAL ADVISORS	16.24K	Mar 31, 26	+26	0.15%
Belpointe Asset Management LLC	16.21K	Mar 31, 26	-683	0.15%
Creative Planning	15.48K	Mar 31, 26	+242	0.14%
Atlanta Consulting Group Advisors, LLC	15.05K	Mar 31, 26	--	0.14%
Focus Financial Network, Inc.	14.78K	Mar 31, 26	-235	0.13%
Independent Advisor Alliance	14.40K	Mar 31, 26	+14.40K	0.13%
Arkadios Wealth Advisors	13.59K	Mar 31, 26	-1.14K	0.12%
Hershey Financial Advisers, LLC	13.23K	Mar 31, 26	+13.23K	0.12%
STIFEL FINANCIAL CORP	12.46K	Mar 31, 26	-815	0.11%
Colony Group, LLC	12.39K	Mar 31, 26	+650	0.11%
Golden State Wealth Management, LLC	12.21K	Mar 31, 26	--	0.11%
Morey & Quinn Wealth Partners, LLC	12.01K	Mar 31, 26	--	0.11%
Summit Financial, LLC	11.84K	Mar 31, 26	-733	0.11%
Wedmont Private Capital	11.68K	Mar 31, 26	--	0.10%
HARBOUR INVESTMENTS, INC.	11.38K	Mar 31, 26	+655	0.10%
Steward Partners Investment Advisory, LLC	11.29K	Mar 31, 26	+434	0.10%
CENTAURUS FINANCIAL, INC.	10.65K	Mar 31, 26	-22	0.10%
Kaydan Wealth Management, Inc.	10.63K	Mar 31, 26	-54	0.10%
Stratos Wealth Partners, LTD.	10.47K	Mar 31, 26	-69	0.09%
AE Wealth Management LLC	10.41K	Mar 31, 26	-1.33K	0.09%
Integrated Wealth Concepts LLC	10.39K	Mar 31, 26	+2.76K	0.09%
POTENTIA WEALTH	10.21K	Mar 31, 26	-1.02K	0.09%
Prosperity Consulting Group, LLC	10.21K	Mar 31, 26	-294	0.09%
Ancora Advisors, LLC	9.67K	Mar 31, 26	-300	0.09%
WETZEL INVESTMENT ADVISORS, INC.	9.47K	Mar 31, 26	-10	0.08%
FMR LLC	9.39K	Mar 31, 26	+848	0.08%
RIK SAYLOR FINANCIAL, INC.	9.37K	Mar 31, 26	+6	0.08%
JONES FINANCIAL COMPANIES LLLP	9.29K	Mar 31, 26	+1.50K	0.08%
KESTRA PRIVATE WEALTH SERVICES, LLC	9.12K	Mar 31, 26	-610	0.08%
Farrell Financial LLC	8.51K	Mar 31, 26	+3	0.08%
JPMORGAN CHASE & CO	8.46K	Mar 31, 26	+2	0.08%
PARK NATIONAL CORP /OH/	8.30K	Mar 31, 26	--	0.07%
MML INVESTORS SERVICES, LLC	7.49K	Mar 31, 26	-326	0.07%
Richmond Investment Services, LLC	7.44K	Mar 31, 26	--	0.07%
COZAD ASSET MANAGEMENT INC	7.37K	Mar 31, 26	-208	0.07%
Lido Advisors, LLC	7.16K	Mar 31, 26	-96	0.06%
THRIVENT FINANCIAL FOR LUTHERANS	7.05K	Mar 31, 26	-180	0.06%
Equitable Holdings, Inc.	6.89K	Mar 31, 26	+740	0.06%
Transamerica Financial Advisors, Inc.	6.55K	Mar 31, 26	-3.98K	0.06%
Proactive Wealth Strategies LLC	6.39K	Mar 31, 26	+3.20K	0.06%
PEAPACK GLADSTONE FINANCIAL CORP	6.33K	Mar 31, 26	+205	0.06%
Sterling Investment Advisors, Ltd.	6.31K	Mar 31, 26	--	0.06%
Prospera Financial Services Inc	5.80K	Mar 31, 26	+1	0.05%
NewEdge Advisors, LLC	5.63K	Mar 31, 26	-66	0.05%
WealthPlan Investment Management, LLC	5.32K	Mar 31, 26	--	0.05%
Virtu Financial LLC	5.24K	Mar 31, 26	-30.03K	0.05%
Advisory Services Network, LLC	5.19K	Mar 31, 26	-860	0.05%
Resources Investment Advisors, LLC.	5.15K	Mar 31, 26	-48	0.05%
Regal Investment Advisors LLC	5.11K	Mar 31, 26	+1	0.05%
SRS Capital Advisors, Inc.	5.06K	Mar 31, 26	+1	0.05%
DAYMARK WEALTH PARTNERS, LLC	4.87K	Mar 31, 26	--	0.04%
Ameritas Advisory Services, LLC	4.75K	Mar 31, 26	-312	0.04%
IHT Wealth Management, LLC	4.74K	Mar 31, 26	+202	0.04%
Gladstone Institutional Advisory LLC	4.63K	Mar 31, 26	-8	0.04%
Venture Visionary Partners LLC	4.57K	Mar 31, 26	--	0.04%
Arkos Global Advisors	4.36K	Mar 31, 26	--	0.04%
HFG Advisors, Inc.	4.32K	Mar 31, 26	-239	0.04%
Gateway Wealth Partners, LLC	4.30K	Mar 31, 26	+2.15K	0.04%
Snowden Capital Advisors LLC	4.22K	Mar 31, 26	-263	0.04%
Sargent Investment Group, LLC	4.17K	Mar 31, 26	--	0.04%
Fortis Capital Advisors, LLC	4.00K	Mar 31, 26	--	0.04%
Mariner, LLC	3.97K	Mar 31, 26	+720	0.04%
Annex Advisory Services, LLC	3.90K	Mar 31, 26	--	0.03%
FAS Wealth Partners, Inc.	3.78K	Mar 31, 26	--	0.03%
Nova Wealth Management, Inc.	3.73K	Mar 31, 26	-65	0.03%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	3.60K	Mar 31, 26	+3	0.03%
Icon Wealth Advisors, LLC	3.60K	Mar 31, 26	--	0.03%
J.W. COLE ADVISORS, INC.	3.55K	Mar 31, 26	+105	0.03%
Walkner Condon Financial Advisors LLC	3.52K	Mar 31, 26	-706	0.03%
Independent Wealth Network Inc.	3.51K	Mar 31, 26	-4.02K	0.03%
Element Wealth, LLC	3.50K	Mar 31, 26	-63	0.03%
HUNTINGTON NATIONAL BANK	3.48K	Mar 31, 26	--	0.03%
Apollon Financial, LLC	3.43K	Mar 31, 26	-583	0.03%
Ronald Blue Trust, Inc.	3.42K	Mar 31, 26	--	0.03%
Savant Capital, LLC	3.36K	Mar 31, 26	+214	0.03%
HB Wealth Management, LLC	3.30K	Mar 31, 26	--	0.03%
Clearwater Capital Advisors, LLC	3.30K	Mar 31, 26	--	0.03%
PNC FINANCIAL SERVICES GROUP, INC.	3.29K	Mar 31, 26	-173	0.03%
Merit Financial Group, LLC	3.24K	Mar 31, 26	+2	0.03%
Triton Wealth Management, PLLC	3.22K	Mar 31, 26	-5	0.03%
RDA Financial Network	3.19K	Mar 31, 26	-131	0.03%
CWM, LLC	3.15K	Mar 31, 26	-1.02K	0.03%
Valmark Advisers, Inc.	3.14K	Mar 31, 26	--	0.03%
Plante Moran Financial Advisors, LLC	3.09K	Mar 31, 26	+425	0.03%
Perennial Investment Advisors, LLC	3.05K	Mar 31, 26	+8	0.03%
MATTERN CAPITAL MANAGEMENT, LLC	3.03K	Mar 31, 26	--	0.03%
Concurrent Investment Advisors, LLC	3.02K	Mar 31, 26	+378	0.03%
Cresset Asset Management, LLC	3.01K	Mar 31, 26	-18	0.03%
Perigon Wealth Management, LLC	2.99K	Mar 31, 26	-135	0.03%
FIFTH THIRD BANCORP	2.95K	Mar 31, 26	+2.95K	0.03%
Tidemark, LLC	2.91K	Mar 31, 26	-55	0.03%
NBC SECURITIES, INC.	2.88K	Mar 31, 26	+42	0.03%
Apeiron RIA LLC	2.84K	Mar 31, 26	--	0.03%
ForthRight Wealth Management, LLC	2.80K	Mar 31, 26	-50	0.03%
Financial Partners Group, Inc	2.79K	Mar 31, 26	+3	0.03%
PRIVATE TRUST CO NA	2.75K	Mar 31, 26	-99	0.02%
RPg Family Wealth Advisory, LLC	2.74K	Mar 31, 26	-32	0.02%
Risk Paradigm Group, LLC	2.61K	Mar 31, 26	-32	0.02%
Three Seasons Wealth, LLC	2.59K	Mar 31, 26	--	0.02%
Allworth Financial LP	2.52K	Mar 31, 26	-535	0.02%
Tanglewood Legacy Advisors, LLC	2.49K	Mar 31, 26	+6	0.02%
ASSETMARK, INC	2.49K	Mar 31, 26	+1.26K	0.02%
Eukles Asset Management	2.46K	Mar 31, 26	--	0.02%
IFP Advisors, Inc	2.43K	Mar 31, 26	+153	0.02%
Geneos Wealth Management Inc.	2.41K	Mar 31, 26	-26	0.02%
MISSION WEALTH MANAGEMENT, LP	2.41K	Mar 31, 26	-447	0.02%
AQR CAPITAL MANAGEMENT LLC	2.39K	Mar 31, 26	+188	0.02%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	2.38K	Mar 31, 26	+2.38K	0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	2.37K	Mar 31, 26	+373	0.02%
Ausdal Financial Partners, Inc.	2.34K	Mar 31, 26	-401	0.02%
Insight Advisors, LLC/ PA	2.30K	Mar 31, 26	+4	0.02%
NewEdge Wealth, LLC	2.30K	Mar 31, 26	--	0.02%
Rathbones Group PLC	2.27K	Mar 31, 26	-51	0.02%
Pinnacle Wealth Planning Services, Inc.	2.25K	Mar 31, 26	--	0.02%
WINEBRENNER CAPITAL MANAGEMENT LLC	2.16K	Mar 31, 26	-4	0.02%
DHJJ Financial Advisors, Ltd.	2.15K	Mar 31, 26	-100	0.02%
Sigma Planning Corp	2.15K	Mar 31, 26	-441	0.02%
HM PAYSON & CO	2.14K	Mar 31, 26	--	0.02%
BlueChip Wealth Advisors LLC	2.11K	Mar 31, 26	--	0.02%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	2.04K	Mar 31, 26	--	0.02%
BlackRock, Inc.	2.04K	Mar 31, 26	--	0.02%
ABLE Financial Group, LLC	2.02K	Mar 31, 26	-221	0.02%
HHM Wealth Advisors, LLC	2.00K	Mar 31, 26	--	0.02%
BESSEMER GROUP INC	1.98K	Mar 31, 26	--	0.02%
MGO ONE SEVEN LLC	1.89K	Mar 31, 26	-160	0.02%
MAGNOLIA CAPITAL ADVISORS LLC	1.89K	Mar 31, 26	--	0.02%
Sand Hill Global Advisors, LLC	1.82K	Mar 31, 26	-142	0.02%
Modern Wealth Management, LLC	1.78K	Mar 31, 26	-351	0.02%
D.B. Root & Company, LLC	1.77K	Mar 31, 26	--	0.02%
Garden State Investment Advisory Services LLC	1.75K	Mar 31, 26	+1.75K	0.02%
Aprio Wealth Management, LLC	1.75K	Mar 31, 26	+1.75K	0.02%
AMERIPRISE FINANCIAL INC	1.74K	Mar 31, 26	+1.74K	0.02%
Claro Advisors LLC	1.71K	Mar 31, 26	+3	0.02%
Kovack Advisors, Inc.	1.70K	Mar 31, 26	-36	0.02%
Concentrum Wealth Management	1.70K	Mar 31, 26	--	0.02%
Avidian Wealth Solutions, LLC	1.70K	Mar 31, 26	--	0.02%
KINGSWOOD WEALTH ADVISORS, LLC	1.68K	Mar 31, 26	+1.68K	0.02%
GUIDANCE CAPITAL, INC	1.57K	Mar 31, 26	+1.57K	0.01%
Quest 10 Wealth Builders, Inc.	1.39K	Mar 31, 26	-12	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.33K	Mar 31, 26	--	0.01%
IAG Wealth Partners, LLC	1.32K	Mar 31, 26	-600	0.01%
UBS ASSET MANAGEMENT AMERICAS INC	1.31K	Mar 31, 26	+1.31K	0.01%
Sound Income Strategies, LLC	1.28K	Mar 31, 26	--	0.01%
Spire Wealth Management	1.09K	Mar 31, 26	+1	0.01%
Fairway Wealth LLC	1.09K	Mar 31, 26	+1.09K	0.01%
Western Wealth Management, LLC	1.02K	Mar 31, 26	+1.02K	0.01%
Hills Bank & Trust Co	850	Mar 31, 26	--	0.01%
Farther Finance Advisors, LLC	701	Mar 31, 26	+28	0.01%
BANK OF MONTREAL /CAN/	673	Mar 31, 26	+673	0.01%
Colonial Trust Advisors	670	Mar 31, 26	--	0.01%
MPWM ADVISORY SOLUTIONS, LLC	475	Mar 31, 26	--	0.00%
Indiana Trust & Investment Management CO	450	Mar 31, 26	-40	0.00%
Millstone Evans Group, LLC	411	Mar 31, 26	--	0.00%
GAMMA Investing LLC	350	Mar 31, 26	+350	0.00%
Washington Trust Advisors, Inc.	343	Mar 31, 26	--	0.00%
Rossby Financial, LCC	336	Mar 31, 26	--	0.00%
Hurley Capital, LLC	325	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	300	Mar 31, 26	--	0.00%
MAI Capital Management	295	Mar 31, 26	--	0.00%
VANGUARD ADVISERS INC	262	Mar 31, 26	+262	0.00%
Larson Financial Group LLC	246	Mar 31, 26	--	0.00%
ALERUS FINANCIAL NA	244	Mar 31, 26	--	0.00%
Dunhill Financial, LLC	203	Mar 31, 26	+203	0.00%
CoreCap Advisors, LLC	180	Mar 31, 26	--	0.00%
GHP Investment Advisors, Inc.	174	Mar 31, 26	--	0.00%
Scarborough Advisors, LLC	161	Mar 31, 26	--	0.00%
HAZLETT, BURT & WATSON, INC.	160	Mar 31, 26	-116	0.00%
Financial Perspectives, Inc	160	Mar 31, 26	--	0.00%
Park Place Capital Corp	151	Mar 31, 26	+151	0.00%
Atlantic Union Bankshares Corp	150	Mar 31, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	145	Mar 31, 26	+9	0.00%
Smartleaf Asset Management LLC	135	Mar 31, 26	--	0.00%
TRUST CO OF TOLEDO NA /OH/	129	Mar 31, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	120	Mar 31, 26	--	0.00%
Kozak & Associates, Inc.	113	Mar 31, 26	--	0.00%
Strategic Wealth Partners, Ltd.	75	Mar 31, 26	-25	0.00%
HOLLENCREST CAPITAL MANAGEMENT	65	Mar 31, 26	--	0.00%
Tower Research Capital LLC (TRC)	2	Mar 31, 26	+1	0.00%
FLOW TRADERS U.S. LLC	--	Mar 31, 26	-3.15K	--
BENJAMIN EDWARDS INC	--	Mar 31, 26	-20.48K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-164	--
Coppell Advisory Solutions LLC	--	Mar 31, 26	-15.82K	--
Meeder Advisory Services, Inc.	--	Mar 31, 26	-1.76K	--
Wealth Watch Advisors, INC	--	Mar 31, 26	-688	--
Darwin Wealth Management, LLC	--	Mar 31, 26	-6	--
COMERICA BANK	3.01K	Dec 31, 25	-10.05K	0.03%
CIBC Private Wealth Group, LLC	534	Dec 31, 25	+2	0.00%
Stephens Consulting, LLC	462	Dec 31, 25	--	0.00%
Global Retirement Partners, LLC	404	Dec 31, 25	--	0.00%
TUCKER ASSET MANAGEMENT LLC	111	Dec 31, 25	+111	0.00%
Abich Financial Wealth Management LLC	12	Sep 30, 25	+12	0.00%
Financial Advocates Investment Management	--	Sep 30, 25	-3.83K	--
Sebold Capital Management, Inc.	5.50K	Jun 30, 25	+640	0.05%
Bordeaux Wealth Advisors LLC	3.56K	Jun 30, 25	--	0.03%
Atria Wealth Solutions, Inc.	2.64K	Jun 30, 25	-5.18K	0.02%
Good Life Advisors, LLC	2.02K	Jun 30, 25	-65	0.02%
Sandy Spring Bank	150	Mar 31, 25	--	0.00%
Householder Group Estate & Retirement Specialist, LLC	3.02K	Dec 31, 24	--	0.03%
AlphaMark Advisors, LLC	90	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	165.67K	Sep 30, 24	-15.47K	1.49%
RAYMOND JAMES & ASSOCIATES	158.63K	Sep 30, 24	+4.57K	1.42%
Kowal Investment Group, LLC	10.23K	Sep 30, 24	+4	0.09%
SpiderRock Advisors, LLC	2.09K	Sep 30, 24	--	0.02%
Peterson Financial Group, Inc.	98	Sep 30, 24	+98	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	49.72K	Jun 30, 24	+38.54K	0.45%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-571	--
Coppell Advisory Solutions Corp.	71.40K	Mar 31, 24	+71.40K	0.64%
Cetera Advisors LLC	21.30K	Mar 31, 24	+11.39K	0.19%
Cetera Advisor Networks LLC	18.03K	Mar 31, 24	+130	0.16%
WEALTHSOURCE PARTNERS, LLC	147.94K	Dec 31, 23	-1.12K	1.33%
FOCUS FINANCIAL NETWORK INC /ADV	21.76K	Dec 31, 23	+21.76K	0.20%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	7.86K	Sep 30, 23	--	0.07%
COMERICA SECURITIES,INC.	5.25K	Sep 30, 23	+166	0.05%
Icon Wealth Partners, LLC	3.60K	Sep 30, 23	--	0.03%
WEALTH ADVISORS, INC.	3.42K	Sep 30, 23	--	0.03%
True Capital Management	4.26K	Mar 31, 23	-250	0.04%
Barber Financial Group, Inc.	4.23K	Mar 31, 23	-30	0.04%
ACG Wealth	12.06K	Sep 30, 22	-186	0.11%
American Portfolios Advisors	9.41K	Sep 30, 22	+10	0.08%
Strategic Asset Management, LLC	1.01K	Sep 30, 22	--	0.01%
Covington Capital Management	89	Sep 30, 22	--	0.00%
Frontier Wealth Management LLC	19.41K	Jun 30, 22	-255	0.17%
Holloway Wealth Management, LLC	2.80K	Mar 31, 22	--	0.03%
NEXT Financial Group, Inc	970	Dec 31, 21	--	0.01%
Carroll Financial Associates, Inc.	56	Dec 31, 21	--	0.00%
Homrich & Berg	10.25K	Sep 30, 21	--	0.09%
Ameritas Investment Company, LLC	4.84K	Sep 30, 21	+2.38K	0.04%
Epstein & White Financial LLC	--	Jun 30, 21	-3.09K	--
First Allied Advisory Services, Inc.	19.07K	Sep 30, 20	-12.47K	0.17%
Lenox Wealth Management, Inc.	1.47K	Jun 30, 20	--	0.01%
ACCURATE INVESTMENT SOLUTIONS, INC.	424	Mar 31, 20	+2	0.00%
Advisor Group, Inc.	425.62K	Dec 31, 19	-11.29K	3.82%
LADENBURG THALMANN FINANCIAL SERVICES INC.	69.06K	Dec 31, 19	-11.91K	0.62%
SUNTRUST BANKS INC	246.08K	Sep 30, 19	-19.41K	2.21%
BB&T SECURITIES, LLC	76.72K	Sep 30, 19	-1.07K	0.69%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	750	Sep 30, 19	--	0.01%
HL FINANCIAL SERVICES LLC	185.97K	Mar 31, 19	+1.70K	1.67%
COMERICA SECURITIES INC	7.01K	Dec 31, 18	+1.43K	0.06%
HAYS ADVISORY LLC	57.91K	Sep 30, 18	-21.34K	0.52%
KHP Capital, LLC	3.56K	Sep 30, 18	--	0.03%
Vantage Investment Advisors, LLC	376	Sep 30, 18	--	0.00%
IFC Holdings Incorporated/FL	101.32K	Dec 31, 17	-2.93K	0.91%
SII INVESTMENTS INC/WI	15.52K	Dec 31, 17	-38.28K	0.14%
BB&T INVESTMENT SERVICES, INC.	107	Dec 31, 17	+107	0.00%
NATIONAL PLANNING CORP	--	Dec 31, 17	-7.89K	--
GIRARD SECURITIES, INC.	30.50K	Sep 30, 17	-1.41K	0.27%
Commonwealth Equity Services, Inc	163.81K	Jun 30, 17	+32.32K	1.47%
WFG Advisors, LP	16.96K	Jun 30, 17	-763	0.15%
RONALD BLUE & CO LLC	5.26K	Jun 30, 17	--	0.05%
Independent Portfolio Consultants, Inc.	330	Jun 30, 17	+330	0.00%
Virtu KCG Holdings LLC	--	Jun 30, 17	-7.66K	--
Integrated Wealth Management	35.01K	Mar 31, 17	+4.03K	0.31%
MSI Financial Services Inc	384.12K	Dec 31, 16	+135.00K	3.45%
Argentus Capital Management, LLC	--	Dec 31, 16	-4.96K	--
ANCORA FAMILY WEALTH ADVISORS, LLC	39.56K	Sep 30, 16	+1.91K	0.36%
WESTPORT RESOURCES MANAGEMENT INC	1.35K	Sep 30, 16	--	0.01%
SOCIETE GENERALE	5.22K	Jun 30, 16	+5.22K	0.05%
MID CONTINENT CAPITAL LLC/IL	33.37K	Sep 30, 15	-10.49K	0.30%
SOUTH GEORGIA CAPITAL, LLC	650	Sep 30, 15	--	0.01%
MANAGED ACCOUNT ADVISORS LLC	38.89K	Jun 30, 15	-11.18K	0.35%
FolioMetrix LLC	2.78K	Jun 30, 15	+2.78K	0.02%
BAIRD ROBERT W & CO INC /WI/	136.13K	Mar 31, 15	-5.42K	1.22%
Placemark Investments, Inc.	151.77K	Dec 31, 14	+34.86K	1.36%
NEW ENGLAND SECURITIES CORP /MA/	10.09K	Dec 31, 14	+3	0.09%
FOUNDERS BANK & TRUST	295	Dec 31, 14	--	0.00%
UBS AG	1.49M	Sep 30, 14	+266.12K	13.40%
KMS FINANCIAL SERVICES, INC	5.15K	Jun 30, 14	+5.15K	0.05%
Jane Street Holding, LLC	--	Dec 31, 13	-6.22K	--
STIFEL NICOLAUS & CO INC \MO\	69.00K	Sep 30, 13	+19.01K	0.62%
KNIGHT CAPITAL GROUP LLC	23.63K	Jun 30, 13	+6.49K	0.21%
First Allied Securities, Inc.	14.19K	Jun 30, 12	+1.24K	0.13%

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Holder

Date

Change

% Held

MORGAN STANLEY

1.06M

Mar 31, 26

-48.09K

9.51%

LPL Financial LLC

972.37K

Mar 31, 26

-23.24K

8.73%

WELLS FARGO & COMPANY/MN

536.73K

Mar 31, 26

+33.59K

4.82%

Janney Montgomery Scott LLC

511.45K

Mar 31, 26

+4.34K

4.59%

RAYMOND JAMES FINANCIAL INC

252.32K

Mar 31, 26

-53.85K

2.26%

BANK OF AMERICA CORP /DE/

234.82K

Mar 31, 26

+6.94K

2.11%

COMMONWEALTH EQUITY SERVICES, LLC

213.63K

Mar 31, 26

-240

1.92%

UBS Group AG

184.33K

Mar 31, 26

-16.10K

1.65%

HBK Sorce Advisory LLC

176.93K

Mar 31, 26

-3.06K

1.59%

ROYAL BANK OF CANADA

155.49K

Mar 31, 26

-69.92K

1.40%

TRUIST FINANCIAL CORP

151.24K

Mar 31, 26

-24.12K

1.36%

SILVER OAK SECURITIES, INCORPORATED

134.61K

Mar 31, 26

-1.89K

1.21%

BIP Wealth, LLC

127.05K

Mar 31, 26

-5.67K

1.14%

ADVISOR GROUP HOLDINGS, INC.

123.18K

Mar 31, 26

-38.47K

1.11%

Cetera Investment Advisers

118.12K

Mar 31, 26

+3.45K

1.06%

Private Advisor Group, LLC

93.34K

Mar 31, 26

-15

0.84%

Cambridge Investment Research Advisors, Inc.

91.91K

Mar 31, 26

-13.17K

0.82%

US BANCORP \DE\

61.94K

Mar 31, 26

-16.94K

0.56%

GREAT VALLEY ADVISOR GROUP, INC.

61.64K

Mar 31, 26

-101

0.55%

Kingsview Wealth Management, LLC

60.99K

Mar 31, 26

-2.90K

0.55%

ENVESTNET ASSET MANAGEMENT INC

60.07K

Mar 31, 26

-242

0.54%

WILEY BROS.-AINTREE CAPITAL, LLC

56.62K

Mar 31, 26

+114

0.51%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

54.98K

Mar 31, 26

+51.96K

0.49%

Chicago Partners Investment Group LLC

54.83K

Mar 31, 26

-42

0.49%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

53.16K

Mar 31, 26

-2.62K

0.48%

Triumph Capital Management

51.78K

Mar 31, 26

-192

0.46%

Elevation Capital Advisory, LLC

49.09K

Mar 31, 26

+49.09K

0.44%

GOLDMAN SACHS GROUP INC

46.69K

Mar 31, 26

+12.18K

0.42%

Rockefeller Capital Management L.P.

45.94K

Mar 31, 26

-677

0.41%

FIRST TRUST ADVISORS LP

33.10K

Mar 31, 26

-14.25K

0.30%

MERCER GLOBAL ADVISORS INC /ADV

31.44K

Mar 31, 26

+27.49K

0.28%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

30.71K

Mar 31, 26

+30.71K

0.28%

KPP Advisory Services LLC

29.95K

Mar 31, 26

-1.86K

0.27%

Sanctuary Advisors, LLC

28.65K

Mar 31, 26

0.26%

D.A. DAVIDSON & CO.

24.83K

Mar 31, 26

-757

0.22%

Baird Financial Group, Inc.

23.24K

Mar 31, 26

-462

0.21%

CITADEL ADVISORS LLC

22.08K

Mar 31, 26

+17.45K

0.20%

TCFG WEALTH MANAGEMENT, LLC

21.51K

Mar 31, 26

+201

0.19%

Keystone Wealth Services, LLC

20.18K

Mar 31, 26

+20.18K

0.18%

HighTower Advisors, LLC

17.87K

Mar 31, 26

0.16%

AssuredPartners Investment Advisors, LLC

16.88K

Mar 31, 26

-510

0.15%

OPPENHEIMER & CO INC

16.72K

Mar 31, 26

-613

0.15%

Kestra Advisory Services, LLC

16.44K

Mar 31, 26

+3.79K

0.15%

CAPTRUST FINANCIAL ADVISORS

16.24K

Mar 31, 26

+26

0.15%

Belpointe Asset Management LLC

16.21K

Mar 31, 26

-683

0.15%

Creative Planning

15.48K

Mar 31, 26

+242

0.14%

Atlanta Consulting Group Advisors, LLC

15.05K

Mar 31, 26

0.14%

Focus Financial Network, Inc.

14.78K

Mar 31, 26

-235

0.13%

Independent Advisor Alliance

14.40K

Mar 31, 26

+14.40K

0.13%

Arkadios Wealth Advisors

13.59K

Mar 31, 26

-1.14K

0.12%

Hershey Financial Advisers, LLC

13.23K

Mar 31, 26

+13.23K

0.12%

STIFEL FINANCIAL CORP

12.46K

Mar 31, 26

-815

0.11%

Colony Group, LLC

12.39K

Mar 31, 26

+650

0.11%

Golden State Wealth Management, LLC

12.21K

Mar 31, 26

0.11%

Morey & Quinn Wealth Partners, LLC

12.01K

Mar 31, 26

0.11%

Summit Financial, LLC

11.84K

Mar 31, 26

-733

0.11%

Wedmont Private Capital

11.68K

Mar 31, 26

0.10%

HARBOUR INVESTMENTS, INC.

11.38K

Mar 31, 26

+655

0.10%

Steward Partners Investment Advisory, LLC

11.29K

Mar 31, 26

+434

0.10%

CENTAURUS FINANCIAL, INC.

10.65K

Mar 31, 26

-22

0.10%

Kaydan Wealth Management, Inc.

10.63K

Mar 31, 26

-54

0.10%

Stratos Wealth Partners, LTD.

10.47K

Mar 31, 26

-69

0.09%

AE Wealth Management LLC

10.41K

Mar 31, 26

-1.33K

0.09%

Integrated Wealth Concepts LLC

10.39K

Mar 31, 26

+2.76K

0.09%

POTENTIA WEALTH

10.21K

Mar 31, 26

-1.02K

0.09%

Prosperity Consulting Group, LLC

10.21K

Mar 31, 26

-294

0.09%

Ancora Advisors, LLC

9.67K

Mar 31, 26

-300

0.09%

WETZEL INVESTMENT ADVISORS, INC.

9.47K

Mar 31, 26

-10

0.08%

FMR LLC

9.39K

Mar 31, 26

+848

0.08%

RIK SAYLOR FINANCIAL, INC.

9.37K

Mar 31, 26

0.08%

JONES FINANCIAL COMPANIES LLLP

9.29K

Mar 31, 26

+1.50K

0.08%

KESTRA PRIVATE WEALTH SERVICES, LLC

9.12K

Mar 31, 26

-610

0.08%

Farrell Financial LLC

8.51K

Mar 31, 26

0.08%

JPMORGAN CHASE & CO

8.46K

Mar 31, 26

0.08%

PARK NATIONAL CORP /OH/

8.30K

Mar 31, 26

0.07%

MML INVESTORS SERVICES, LLC

7.49K

Mar 31, 26

-326

0.07%

Richmond Investment Services, LLC

7.44K

Mar 31, 26

0.07%

COZAD ASSET MANAGEMENT INC

7.37K

Mar 31, 26

-208

0.07%

Lido Advisors, LLC

7.16K

Mar 31, 26

-96

0.06%

THRIVENT FINANCIAL FOR LUTHERANS

7.05K

Mar 31, 26

-180

0.06%

Equitable Holdings, Inc.

6.89K

Mar 31, 26

+740

0.06%

Transamerica Financial Advisors, Inc.

6.55K

Mar 31, 26

-3.98K

0.06%

Proactive Wealth Strategies LLC

6.39K

Mar 31, 26

+3.20K

0.06%

PEAPACK GLADSTONE FINANCIAL CORP

6.33K

Mar 31, 26

+205

0.06%

Sterling Investment Advisors, Ltd.

6.31K

Mar 31, 26

0.06%

Prospera Financial Services Inc

5.80K

Mar 31, 26

0.05%

NewEdge Advisors, LLC

5.63K

Mar 31, 26

-66

0.05%

WealthPlan Investment Management, LLC

5.32K

Mar 31, 26

0.05%

Virtu Financial LLC

5.24K

Mar 31, 26

-30.03K

0.05%

Advisory Services Network, LLC

5.19K

Mar 31, 26

-860

0.05%

Resources Investment Advisors, LLC.

5.15K

Mar 31, 26

-48

0.05%

Regal Investment Advisors LLC

5.11K

Mar 31, 26

0.05%

SRS Capital Advisors, Inc.

5.06K

Mar 31, 26

0.05%

DAYMARK WEALTH PARTNERS, LLC

4.87K

Mar 31, 26

0.04%

Ameritas Advisory Services, LLC

4.75K

Mar 31, 26

-312

0.04%

IHT Wealth Management, LLC

4.74K

Mar 31, 26

+202

0.04%

Gladstone Institutional Advisory LLC

4.63K

Mar 31, 26

-8

0.04%

Venture Visionary Partners LLC

4.57K

Mar 31, 26

0.04%

Arkos Global Advisors

4.36K

Mar 31, 26

0.04%

HFG Advisors, Inc.

4.32K

Mar 31, 26

-239

0.04%

Gateway Wealth Partners, LLC

4.30K

Mar 31, 26

+2.15K

0.04%

Snowden Capital Advisors LLC

4.22K

Mar 31, 26

-263

0.04%

Sargent Investment Group, LLC

4.17K

Mar 31, 26

0.04%

Fortis Capital Advisors, LLC

4.00K

Mar 31, 26

0.04%

Mariner, LLC

3.97K

Mar 31, 26

+720

0.04%

Annex Advisory Services, LLC

3.90K

Mar 31, 26

0.03%

FAS Wealth Partners, Inc.

3.78K

Mar 31, 26

0.03%

Nova Wealth Management, Inc.

3.73K

Mar 31, 26

-65

0.03%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

3.60K

Mar 31, 26

0.03%

Icon Wealth Advisors, LLC

3.60K

Mar 31, 26

0.03%

J.W. COLE ADVISORS, INC.

3.55K

Mar 31, 26

+105

0.03%

Walkner Condon Financial Advisors LLC

3.52K

Mar 31, 26

-706

0.03%

Independent Wealth Network Inc.

3.51K

Mar 31, 26

-4.02K

0.03%

Element Wealth, LLC

3.50K

Mar 31, 26

-63

0.03%

HUNTINGTON NATIONAL BANK

3.48K

Mar 31, 26

0.03%

Apollon Financial, LLC

3.43K

Mar 31, 26

-583

0.03%

Ronald Blue Trust, Inc.

3.42K

Mar 31, 26

0.03%

Savant Capital, LLC

3.36K

Mar 31, 26

+214

0.03%

HB Wealth Management, LLC

3.30K

Mar 31, 26

0.03%

Clearwater Capital Advisors, LLC

3.30K

Mar 31, 26

0.03%

PNC FINANCIAL SERVICES GROUP, INC.

3.29K

Mar 31, 26

-173

0.03%

Merit Financial Group, LLC

3.24K

Mar 31, 26

0.03%

Triton Wealth Management, PLLC

3.22K

Mar 31, 26

-5

0.03%

RDA Financial Network

3.19K

Mar 31, 26

-131

0.03%

CWM, LLC

3.15K

Mar 31, 26

-1.02K

0.03%

Valmark Advisers, Inc.

3.14K

Mar 31, 26

0.03%

Plante Moran Financial Advisors, LLC

3.09K

Mar 31, 26

+425

0.03%

Perennial Investment Advisors, LLC

3.05K

Mar 31, 26

0.03%

MATTERN CAPITAL MANAGEMENT, LLC

3.03K

Mar 31, 26

0.03%

Concurrent Investment Advisors, LLC

3.02K

Mar 31, 26

+378

0.03%

Cresset Asset Management, LLC

3.01K

Mar 31, 26

-18

0.03%

Perigon Wealth Management, LLC

2.99K

Mar 31, 26

-135

0.03%

FIFTH THIRD BANCORP

2.95K

Mar 31, 26

+2.95K

0.03%

Tidemark, LLC

2.91K

Mar 31, 26

-55

0.03%

NBC SECURITIES, INC.

2.88K

Mar 31, 26

+42

0.03%

Apeiron RIA LLC

2.84K

Mar 31, 26

0.03%

ForthRight Wealth Management, LLC

2.80K

Mar 31, 26

-50

0.03%

Financial Partners Group, Inc

2.79K

Mar 31, 26

0.03%

PRIVATE TRUST CO NA

2.75K

Mar 31, 26

-99

0.02%

RPg Family Wealth Advisory, LLC

2.74K

Mar 31, 26

-32

0.02%

Risk Paradigm Group, LLC

2.61K

Mar 31, 26

-32

0.02%

Three Seasons Wealth, LLC

2.59K

Mar 31, 26

0.02%

Allworth Financial LP

2.52K

Mar 31, 26

-535

0.02%

Tanglewood Legacy Advisors, LLC

2.49K

Mar 31, 26

0.02%

ASSETMARK, INC

2.49K

Mar 31, 26

+1.26K

0.02%

Eukles Asset Management

2.46K

Mar 31, 26

0.02%

IFP Advisors, Inc

2.43K

Mar 31, 26

+153

0.02%

Geneos Wealth Management Inc.

2.41K

Mar 31, 26

-26

0.02%

MISSION WEALTH MANAGEMENT, LP

2.41K

Mar 31, 26

-447

0.02%

AQR CAPITAL MANAGEMENT LLC

2.39K

Mar 31, 26

+188

0.02%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

2.38K

Mar 31, 26

+2.38K

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

2.37K

Mar 31, 26

+373

0.02%

Ausdal Financial Partners, Inc.

2.34K

Mar 31, 26

-401

0.02%

Insight Advisors, LLC/ PA

2.30K

Mar 31, 26

0.02%

NewEdge Wealth, LLC

2.30K

Mar 31, 26

0.02%

Rathbones Group PLC

2.27K

Mar 31, 26

-51

0.02%

Pinnacle Wealth Planning Services, Inc.

2.25K

Mar 31, 26

0.02%

WINEBRENNER CAPITAL MANAGEMENT LLC

2.16K

Mar 31, 26

-4

0.02%

DHJJ Financial Advisors, Ltd.

2.15K

Mar 31, 26

-100

0.02%

Sigma Planning Corp

2.15K

Mar 31, 26

-441

0.02%

HM PAYSON & CO

2.14K

Mar 31, 26

0.02%

BlueChip Wealth Advisors LLC

2.11K

Mar 31, 26

0.02%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

2.04K

Mar 31, 26

0.02%

BlackRock, Inc.

2.04K

Mar 31, 26

0.02%

ABLE Financial Group, LLC

2.02K

Mar 31, 26

-221

0.02%

HHM Wealth Advisors, LLC

2.00K

Mar 31, 26

0.02%

BESSEMER GROUP INC

1.98K

Mar 31, 26

0.02%

MGO ONE SEVEN LLC

1.89K

Mar 31, 26

-160

0.02%

MAGNOLIA CAPITAL ADVISORS LLC

1.89K

Mar 31, 26

0.02%

Sand Hill Global Advisors, LLC

1.82K

Mar 31, 26

-142

0.02%

Modern Wealth Management, LLC

1.78K

Mar 31, 26

-351

0.02%

D.B. Root & Company, LLC

1.77K

Mar 31, 26

0.02%

Garden State Investment Advisory Services LLC

1.75K

Mar 31, 26

+1.75K

0.02%

Aprio Wealth Management, LLC

1.75K

Mar 31, 26

+1.75K

0.02%

AMERIPRISE FINANCIAL INC

1.74K

Mar 31, 26

+1.74K

0.02%

Claro Advisors LLC

1.71K

Mar 31, 26

0.02%

Kovack Advisors, Inc.

1.70K

Mar 31, 26

-36

0.02%

Concentrum Wealth Management

1.70K

Mar 31, 26

0.02%

Avidian Wealth Solutions, LLC

1.70K

Mar 31, 26

0.02%

KINGSWOOD WEALTH ADVISORS, LLC

1.68K

Mar 31, 26

+1.68K

0.02%

GUIDANCE CAPITAL, INC

1.57K

Mar 31, 26

+1.57K

0.01%

Quest 10 Wealth Builders, Inc.

1.39K

Mar 31, 26

-12

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.33K

Mar 31, 26

0.01%

IAG Wealth Partners, LLC

1.32K

Mar 31, 26

-600

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

1.31K

Mar 31, 26

+1.31K

0.01%

Sound Income Strategies, LLC

1.28K

Mar 31, 26

0.01%

Spire Wealth Management

1.09K

Mar 31, 26

0.01%

Fairway Wealth LLC

1.09K

Mar 31, 26

+1.09K

0.01%

Western Wealth Management, LLC

1.02K

Mar 31, 26

+1.02K

0.01%

Hills Bank & Trust Co

850

Mar 31, 26

0.01%

Farther Finance Advisors, LLC

701

Mar 31, 26

+28

0.01%

BANK OF MONTREAL /CAN/

673

Mar 31, 26

+673

0.01%

Colonial Trust Advisors

670

Mar 31, 26

0.01%

MPWM ADVISORY SOLUTIONS, LLC

475

Mar 31, 26

0.00%

Indiana Trust & Investment Management CO

450

Mar 31, 26

-40

0.00%

Millstone Evans Group, LLC

411

Mar 31, 26

0.00%

GAMMA Investing LLC

350

Mar 31, 26

+350

0.00%

Washington Trust Advisors, Inc.

343

Mar 31, 26

0.00%

Rossby Financial, LCC

336

Mar 31, 26

0.00%

Hurley Capital, LLC

325

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

300

Mar 31, 26

0.00%

MAI Capital Management

295

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

262

Mar 31, 26

+262

0.00%

Larson Financial Group LLC

246

Mar 31, 26

0.00%

ALERUS FINANCIAL NA

244

Mar 31, 26

0.00%

Dunhill Financial, LLC

203

Mar 31, 26

+203

0.00%

CoreCap Advisors, LLC

180

Mar 31, 26

0.00%

GHP Investment Advisors, Inc.

174

Mar 31, 26

0.00%

Scarborough Advisors, LLC

161

Mar 31, 26

0.00%

HAZLETT, BURT & WATSON, INC.

160

Mar 31, 26

-116

0.00%

Financial Perspectives, Inc

160

Mar 31, 26

0.00%

Park Place Capital Corp

151

Mar 31, 26

+151

0.00%

Atlantic Union Bankshares Corp

150

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

145

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

135

Mar 31, 26

0.00%

TRUST CO OF TOLEDO NA /OH/

129

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

120

Mar 31, 26

0.00%

Kozak & Associates, Inc.

113

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

Mar 31, 26

-25

0.00%

HOLLENCREST CAPITAL MANAGEMENT

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

0.00%

FLOW TRADERS U.S. LLC

Mar 31, 26

-3.15K

BENJAMIN EDWARDS INC

Mar 31, 26

-20.48K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-164

Coppell Advisory Solutions LLC

Mar 31, 26

-15.82K

Meeder Advisory Services, Inc.

Mar 31, 26

-1.76K

Wealth Watch Advisors, INC

Mar 31, 26

-688

Darwin Wealth Management, LLC

Mar 31, 26

-6

COMERICA BANK

3.01K

Dec 31, 25

-10.05K

0.03%

CIBC Private Wealth Group, LLC

534

Dec 31, 25

0.00%

Stephens Consulting, LLC

462

Dec 31, 25

0.00%

Global Retirement Partners, LLC

404

Dec 31, 25

0.00%

TUCKER ASSET MANAGEMENT LLC

111

Dec 31, 25

+111

0.00%

Abich Financial Wealth Management LLC

Sep 30, 25

+12

0.00%

Financial Advocates Investment Management

Sep 30, 25

-3.83K

Sebold Capital Management, Inc.

5.50K

Jun 30, 25

+640

0.05%

Bordeaux Wealth Advisors LLC

3.56K

Jun 30, 25

0.03%

Atria Wealth Solutions, Inc.

2.64K

Jun 30, 25

-5.18K

0.02%

Good Life Advisors, LLC

2.02K

Jun 30, 25

-65

0.02%

Sandy Spring Bank

150

Mar 31, 25

0.00%

Householder Group Estate & Retirement Specialist, LLC

3.02K

Dec 31, 24

0.03%

AlphaMark Advisors, LLC

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

165.67K

Sep 30, 24

-15.47K

1.49%

RAYMOND JAMES & ASSOCIATES

158.63K

Sep 30, 24

+4.57K

1.42%

Kowal Investment Group, LLC

10.23K

Sep 30, 24

0.09%

SpiderRock Advisors, LLC

2.09K

Sep 30, 24

0.02%

Peterson Financial Group, Inc.

Sep 30, 24

+98

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

49.72K

Jun 30, 24

+38.54K

0.45%

ICA Group Wealth Management, LLC

Jun 30, 24

-571

Coppell Advisory Solutions Corp.

71.40K

Mar 31, 24

+71.40K

0.64%

Cetera Advisors LLC

21.30K

Mar 31, 24

+11.39K

0.19%

Cetera Advisor Networks LLC

18.03K

Mar 31, 24

+130

0.16%

WEALTHSOURCE PARTNERS, LLC

147.94K

Dec 31, 23

-1.12K

1.33%

FOCUS FINANCIAL NETWORK INC /ADV

21.76K

Dec 31, 23

+21.76K

0.20%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

7.86K

Sep 30, 23

0.07%

COMERICA SECURITIES,INC.

5.25K

Sep 30, 23

+166

0.05%

Icon Wealth Partners, LLC

3.60K

Sep 30, 23

0.03%

WEALTH ADVISORS, INC.

3.42K

Sep 30, 23

0.03%

True Capital Management

4.26K

Mar 31, 23

-250

0.04%

Barber Financial Group, Inc.

4.23K

Mar 31, 23

-30

0.04%

ACG Wealth

12.06K

Sep 30, 22

-186

0.11%

American Portfolios Advisors

9.41K

Sep 30, 22

+10

0.08%

Strategic Asset Management, LLC

1.01K

Sep 30, 22

0.01%

Covington Capital Management

Sep 30, 22

0.00%

Frontier Wealth Management LLC

19.41K

Jun 30, 22

-255

0.17%

Holloway Wealth Management, LLC

2.80K

Mar 31, 22

0.03%

NEXT Financial Group, Inc

970

Dec 31, 21

0.01%

Carroll Financial Associates, Inc.

Dec 31, 21

0.00%

Homrich & Berg

10.25K

Sep 30, 21

0.09%

Ameritas Investment Company, LLC

4.84K

Sep 30, 21

+2.38K

0.04%

Epstein & White Financial LLC

Jun 30, 21

-3.09K

First Allied Advisory Services, Inc.

19.07K

Sep 30, 20

-12.47K

0.17%

Lenox Wealth Management, Inc.

1.47K

Jun 30, 20

0.01%

ACCURATE INVESTMENT SOLUTIONS, INC.

424

Mar 31, 20

0.00%

Advisor Group, Inc.

425.62K

Dec 31, 19

-11.29K

3.82%

LADENBURG THALMANN FINANCIAL SERVICES INC.

69.06K

Dec 31, 19

-11.91K

0.62%

SUNTRUST BANKS INC

246.08K

Sep 30, 19

-19.41K

2.21%

BB&T SECURITIES, LLC

76.72K

Sep 30, 19

-1.07K

0.69%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

750

Sep 30, 19

0.01%

HL FINANCIAL SERVICES LLC

185.97K

Mar 31, 19

+1.70K

1.67%

COMERICA SECURITIES INC

7.01K

Dec 31, 18

+1.43K

0.06%

HAYS ADVISORY LLC

57.91K

Sep 30, 18

-21.34K

0.52%

KHP Capital, LLC

3.56K

Sep 30, 18

0.03%

Vantage Investment Advisors, LLC

376

Sep 30, 18

0.00%

IFC Holdings Incorporated/FL

101.32K

Dec 31, 17

-2.93K

0.91%

SII INVESTMENTS INC/WI

15.52K

Dec 31, 17

-38.28K

0.14%

BB&T INVESTMENT SERVICES, INC.

107

Dec 31, 17

+107

0.00%

NATIONAL PLANNING CORP

Dec 31, 17

-7.89K

GIRARD SECURITIES, INC.

30.50K

Sep 30, 17

-1.41K

0.27%

Commonwealth Equity Services, Inc

163.81K

Jun 30, 17

+32.32K

1.47%

WFG Advisors, LP

16.96K

Jun 30, 17

-763

0.15%

RONALD BLUE & CO LLC

5.26K

Jun 30, 17

0.05%

Independent Portfolio Consultants, Inc.

330

Jun 30, 17

+330

0.00%

Virtu KCG Holdings LLC

Jun 30, 17

-7.66K

Integrated Wealth Management

35.01K

Mar 31, 17

+4.03K

0.31%

MSI Financial Services Inc

384.12K

Dec 31, 16

+135.00K

3.45%

Argentus Capital Management, LLC

Dec 31, 16

-4.96K

ANCORA FAMILY WEALTH ADVISORS, LLC

39.56K

Sep 30, 16

+1.91K

0.36%

WESTPORT RESOURCES MANAGEMENT INC

1.35K

Sep 30, 16

0.01%

SOCIETE GENERALE

5.22K

Jun 30, 16

+5.22K

0.05%

MID CONTINENT CAPITAL LLC/IL

33.37K

Sep 30, 15

-10.49K

0.30%

SOUTH GEORGIA CAPITAL, LLC

650

Sep 30, 15

0.01%

MANAGED ACCOUNT ADVISORS LLC

38.89K

Jun 30, 15

-11.18K

0.35%

FolioMetrix LLC

2.78K

Jun 30, 15

+2.78K

0.02%

BAIRD ROBERT W & CO INC /WI/

136.13K

Mar 31, 15

-5.42K

1.22%

Placemark Investments, Inc.

151.77K

Dec 31, 14

+34.86K

1.36%

NEW ENGLAND SECURITIES CORP /MA/

10.09K

Dec 31, 14

0.09%

FOUNDERS BANK & TRUST

295

Dec 31, 14

0.00%

UBS AG

1.49M

Sep 30, 14

+266.12K

13.40%

KMS FINANCIAL SERVICES, INC

5.15K

Jun 30, 14

+5.15K

0.05%

Jane Street Holding, LLC

Dec 31, 13

-6.22K

STIFEL NICOLAUS & CO INC \MO\

69.00K

Sep 30, 13

+19.01K

0.62%

KNIGHT CAPITAL GROUP LLC

23.63K

Jun 30, 13

+6.49K

0.21%

First Allied Securities, Inc.

14.19K

Jun 30, 12

+1.24K

0.13%