F&G Annuities & Life, Inc.FGNYSE
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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Westend Capital Management, LLC | -- | Dec 31, 25 | -8 | -- |
| Heartwood Wealth Advisors LLC | -- | Dec 31, 25 | -229 | -- |
| Fidelity National Financial, Inc. | 110.94M | Sep 30, 25 | -- | -- |
| Brave Warrior Advisors, LLC | 5.22M | Sep 30, 25 | -3.79K | -- |
| VANGUARD GROUP INC | 2.05M | Sep 30, 25 | -4.24K | -- |
| BlackRock, Inc. | 1.68M | Sep 30, 25 | +92.85K | -- |
| DIMENSIONAL FUND ADVISORS LP | 840.97K | Sep 30, 25 | +94.39K | -- |
| AMERIPRISE FINANCIAL INC | 642.31K | Sep 30, 25 | +576.10K | -- |
| GEODE CAPITAL MANAGEMENT, LLC | 511.07K | Sep 30, 25 | +1.86K | -- |
| STATE STREET CORP | 437.70K | Sep 30, 25 | +21.44K | -- |
| AMERICAN CENTURY COMPANIES INC | 405.22K | Sep 30, 25 | +39.88K | -- |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 294.30K | Sep 30, 25 | -54.58K | -- |
| Bank of New York Mellon Corp | 266.02K | Sep 30, 25 | +2.56K | -- |
| NORTHERN TRUST CORP | 261.13K | Sep 30, 25 | +17.98K | -- |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 240.29K | Sep 30, 25 | -4.32K | -- |
| DENALI ADVISORS LLC | 223.16K | Sep 30, 25 | +49.73K | -- |
| MetLife Investment Management, LLC | 207.84K | Sep 30, 25 | -120 | -- |
| Ancora Advisors, LLC | 192.55K | Sep 30, 25 | +65.82K | -- |
| PRUDENTIAL FINANCIAL INC | 185.96K | Sep 30, 25 | +185.96K | -- |
| MILLENNIUM MANAGEMENT LLC | 170.91K | Sep 30, 25 | -130.14K | -- |
| CITADEL ADVISORS LLC | 167.03K | Sep 30, 25 | -244.61K | -- |
| Russell Investments Group, Ltd. | 166.23K | Sep 30, 25 | +55.35K | -- |
| CSM Advisors, LLC | 137.54K | Sep 30, 25 | +16.73K | -- |
| MORGAN STANLEY | 126.51K | Sep 30, 25 | -29.02K | -- |
| Nuveen, LLC | 123.35K | Sep 30, 25 | +78.50K | -- |
| TWO SIGMA INVESTMENTS, LP | 118.50K | Sep 30, 25 | +61.37K | -- |
| KELLY FINANCIAL GROUP LLC | 105.85K | Sep 30, 25 | +5.85K | -- |
| Burkehill Global Management, LP | 100.00K | Sep 30, 25 | -- | -- |
| SCHWARTZ INVESTMENT COUNSEL INC | 96.38K | Sep 30, 25 | -- | -- |
| GOLDMAN SACHS GROUP INC | 89.13K | Sep 30, 25 | -8.57K | -- |
| Qube Research & Technologies Ltd | 85.75K | Sep 30, 25 | +41.58K | -- |
| AQR CAPITAL MANAGEMENT LLC | 85.33K | Sep 30, 25 | +34.19K | -- |
| PEAPACK GLADSTONE FINANCIAL CORP | 79.36K | Sep 30, 25 | +604 | -- |
| Trexquant Investment LP | 75.04K | Sep 30, 25 | +66.29K | -- |
| Polymer Capital Management (US) LLC | 73.90K | Sep 30, 25 | -- | -- |
| RENAISSANCE TECHNOLOGIES LLC | 72.60K | Sep 30, 25 | -10.40K | -- |
| D. E. Shaw & Co., Inc. | 69.20K | Sep 30, 25 | +32.35K | -- |
| NEW YORK STATE COMMON RETIREMENT FUND | 67.22K | Sep 30, 25 | +11.90K | -- |
| JPMORGAN CHASE & CO | 65.85K | Sep 30, 25 | +25.64K | -- |
| Edgestream Partners, L.P. | 61.94K | Sep 30, 25 | +61.94K | -- |
| Moors & Cabot, Inc. | 57.35K | Sep 30, 25 | -- | -- |
| MAI Capital Management | 54.43K | Sep 30, 25 | +7 | -- |
| JANE STREET GROUP, LLC | 51.32K | Sep 30, 25 | +12.20K | -- |
| FMR LLC | 45.61K | Sep 30, 25 | +2.42K | -- |
| TWO SIGMA ADVISERS, LP | 44.90K | Sep 30, 25 | +15.50K | -- |
| Point72 Asset Management, L.P. | 44.18K | Sep 30, 25 | +44.18K | -- |
| MACQUARIE GROUP LTD | 42.96K | Sep 30, 25 | +5.92K | -- |
| UBS Group AG | 41.00K | Sep 30, 25 | -74.45K | -- |
| Invesco Ltd. | 40.94K | Sep 30, 25 | -10.82K | -- |
| Swiss National Bank | 39.10K | Sep 30, 25 | +500 | -- |
| Squarepoint Ops LLC | 38.75K | Sep 30, 25 | +11.56K | -- |
| RHUMBLINE ADVISERS | 36.45K | Sep 30, 25 | +3.95K | -- |
| ALLIANCEBERNSTEIN L.P. | 36.22K | Sep 30, 25 | -537 | -- |
| Gotham Asset Management, LLC | 35.52K | Sep 30, 25 | -1.97K | -- |
| Crescent Grove Advisors, LLC | 34.34K | Sep 30, 25 | +845 | -- |
| ARTHUR M. COHEN & ASSOCIATES, LLC | 34.23K | Sep 30, 25 | -990 | -- |
| Schonfeld Strategic Advisors LLC | 33.44K | Sep 30, 25 | -1.90K | -- |
| UBS ASSET MANAGEMENT AMERICAS INC | 32.70K | Sep 30, 25 | -30.56K | -- |
| Interval Partners, LP | 32.33K | Sep 30, 25 | -12.98K | -- |
| BARCLAYS PLC | 29.98K | Sep 30, 25 | -9.75K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27.39K | Sep 30, 25 | -31.09K | -- |
| Mariner, LLC | 26.04K | Sep 30, 25 | +26.04K | -- |
| DARK FOREST CAPITAL MANAGEMENT LP | 25.88K | Sep 30, 25 | -- | -- |
| SEI INVESTMENTS CO | 25.46K | Sep 30, 25 | +5.76K | -- |
| Versor Investments LP | 24.70K | Sep 30, 25 | +24.70K | -- |
| STATE OF WISCONSIN INVESTMENT BOARD | 24.50K | Sep 30, 25 | -23.13K | -- |
| ARMISTICE CAPITAL, LLC | 22.54K | Sep 30, 25 | +22.54K | -- |
| HRT FINANCIAL LP | 22.06K | Sep 30, 25 | +22.06K | -- |
| PDT Partners, LLC | 21.67K | Sep 30, 25 | +21.67K | -- |
| Graham Capital Management, L.P. | 21.05K | Sep 30, 25 | -5.85K | -- |
| Bleakley Financial Group, LLC | 20.27K | Sep 30, 25 | +7.08K | -- |
| Legal & General Group Plc | 20.10K | Sep 30, 25 | +3.14K | -- |
| Capital Advisors Wealth Management, LLC | 19.16K | Sep 30, 25 | -2.16K | -- |
| VOYA INVESTMENT MANAGEMENT LLC | 18.76K | Sep 30, 25 | +12.29K | -- |
| WELLS FARGO & COMPANY/MN | 18.41K | Sep 30, 25 | -9.47K | -- |
| BANK OF AMERICA CORP /DE/ | 18.36K | Sep 30, 25 | +2.35K | -- |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 17.67K | Sep 30, 25 | +1 | -- |
| Magnetar Financial LLC | 17.62K | Sep 30, 25 | +17.62K | -- |
| CARRET ASSET MANAGEMENT, LLC | 17.39K | Sep 30, 25 | -171 | -- |
| Y-Intercept (Hong Kong) Ltd | 17.29K | Sep 30, 25 | -112.80K | -- |
| Vident Advisory, LLC | 16.71K | Sep 30, 25 | +16.71K | -- |
| Eaton Financial Holdings Company, LLC | 16.46K | Sep 30, 25 | -6.79K | -- |
| CAXTON ASSOCIATES LLP | 16.03K | Sep 30, 25 | +872 | -- |
| VICTORY CAPITAL MANAGEMENT INC | 15.18K | Sep 30, 25 | -537 | -- |
| MANGROVE PARTNERS | 15.17K | Sep 30, 25 | +4.95K | -- |
| DEUTSCHE BANK AG\ | 15.01K | Sep 30, 25 | +1.92K | -- |
| COMERICA BANK | 14.06K | Sep 30, 25 | +12.94K | -- |
| Aquatic Capital Management LLC | 13.30K | Sep 30, 25 | +13.30K | -- |
| Quantinno Capital Management LP | 13.28K | Sep 30, 25 | +3.96K | -- |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12.86K | Sep 30, 25 | +1.77K | -- |
| IEQ CAPITAL, LLC | 12.38K | Sep 30, 25 | +5.55K | -- |
| Toroso Investments, LLC | 12.37K | Sep 30, 25 | -1.86K | -- |
| Harbor Advisors LLC | 12.27K | Sep 30, 25 | -- | -- |
| CITIGROUP INC | 12.04K | Sep 30, 25 | +2.13K | -- |
| Skandinaviska Enskilda Banken AB (publ) | 11.47K | Sep 30, 25 | +11.47K | -- |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11.20K | Sep 30, 25 | +550 | -- |
| Belpointe Asset Management LLC | 10.89K | Sep 30, 25 | +1.32K | -- |
| COMMONWEALTH EQUITY SERVICES, LLC | 10.69K | Sep 30, 25 | +2.90K | -- |
| Verition Fund Management LLC | 10.27K | Sep 30, 25 | -12.72K | -- |
| Apella Capital, LLC | 10.09K | Sep 30, 25 | +10.09K | -- |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 10.01K | Sep 30, 25 | -1.65K | -- |
| Cambridge Investment Research Advisors, Inc. | 9.95K | Sep 30, 25 | +1.64K | -- |
| Quantbot Technologies LP | 9.94K | Sep 30, 25 | +2.69K | -- |
| DRIVE WEALTH MANAGEMENT, LLC | 9.13K | Sep 30, 25 | +9.13K | -- |
| INTECH INVESTMENT MANAGEMENT LLC | 9.00K | Sep 30, 25 | -3.56K | -- |
| Susquehanna Portfolio Strategies, LLC | 8.09K | Sep 30, 25 | -24.48K | -- |
| PhiloSmith Capital Corp | 7.79K | Sep 30, 25 | -- | -- |
| JANUS HENDERSON GROUP PLC | 7.50K | Sep 30, 25 | -- | -- |
| STONERIDGE INVESTMENT PARTNERS LLC | 6.87K | Sep 30, 25 | +429 | -- |
| ALGERT GLOBAL LLC | 6.74K | Sep 30, 25 | +6.74K | -- |
| CAPTRUST FINANCIAL ADVISORS | 6.69K | Sep 30, 25 | +6.69K | -- |
| AMERIFLEX GROUP, INC. | 6.28K | Sep 30, 25 | +3.14K | -- |
| State of Alaska, Department of Revenue | 6.24K | Sep 30, 25 | +6.24K | -- |
| Police & Firemen's Retirement System of New Jersey | 6.06K | Sep 30, 25 | +1.11K | -- |
| STRS OHIO | 5.50K | Sep 30, 25 | -4.50K | -- |
| BNP PARIBAS ARBITRAGE, SNC | 5.23K | Sep 30, 25 | +3.15K | -- |
| CWM, LLC | 5.22K | Sep 30, 25 | +2.26K | -- |
| Covestor Ltd | 5.15K | Sep 30, 25 | -690 | -- |
| KLP KAPITALFORVALTNING AS | 5.10K | Sep 30, 25 | +1.70K | -- |
| PNC FINANCIAL SERVICES GROUP, INC. | 4.68K | Sep 30, 25 | -40 | -- |
| SRS Capital Advisors, Inc. | 3.71K | Sep 30, 25 | +3.63K | -- |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3.48K | Sep 30, 25 | -- | -- |
| ROYAL BANK OF CANADA | 2.95K | Sep 30, 25 | -1.52K | -- |
| Larson Financial Group LLC | 2.76K | Sep 30, 25 | +2.50K | -- |
| BRYN MAWR TRUST Co | 2.56K | Sep 30, 25 | -- | -- |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 2.39K | Sep 30, 25 | -- | -- |
| HOLLENCREST CAPITAL MANAGEMENT | 2.00K | Sep 30, 25 | -- | -- |
| Point72 Asia (Singapore) Pte. Ltd. | 1.98K | Sep 30, 25 | +1.98K | -- |
| Ameritas Investment Partners, Inc. | 1.78K | Sep 30, 25 | -395 | -- |
| SIMPLEX TRADING, LLC | 1.48K | Sep 30, 25 | +1.28K | -- |
| Sterling Capital Management LLC | 1.38K | Sep 30, 25 | +840 | -- |
| EverSource Wealth Advisors, LLC | 1.21K | Sep 30, 25 | +552 | -- |
| Tower Research Capital LLC (TRC) | 1.13K | Sep 30, 25 | -1.31K | -- |
| NBC SECURITIES, INC. | 1.11K | Sep 30, 25 | +4 | -- |
| ADVISOR GROUP HOLDINGS, INC. | 1.06K | Sep 30, 25 | +457 | -- |
| Steward Partners Investment Advisory, LLC | 1.03K | Sep 30, 25 | +10 | -- |
| CI INVESTMENTS INC. | 1.02K | Sep 30, 25 | -271 | -- |
| CI Private Wealth, LLC | 977 | Sep 30, 25 | +977 | -- |
| Quest Partners LLC | 903 | Sep 30, 25 | -5.97K | -- |
| HARBOR CAPITAL ADVISORS, INC. | 902 | Sep 30, 25 | +745 | -- |
| GODSEY & GIBB, INC | 870 | Sep 30, 25 | -- | -- |
| AMALGAMATED BANK | 642 | Sep 30, 25 | -- | -- |
| BELLEVUE ASSET MANAGEMENT, LLC | 608 | Sep 30, 25 | +4 | -- |
| Avion Wealth | 523 | Sep 30, 25 | +4 | -- |
| Estabrook Capital Management | 468 | Sep 30, 25 | -- | -- |
| Horrell Capital Management, Inc. | 429 | Sep 30, 25 | -- | -- |
| Allworth Financial LP | 312 | Sep 30, 25 | +23 | -- |
| IFP Advisors, Inc | 195 | Sep 30, 25 | -1 | -- |
| Root Financial Partners, LLC | 156 | Sep 30, 25 | +156 | -- |
| FIFTH THIRD BANCORP | 149 | Sep 30, 25 | -4 | -- |
| Optiver Holding B.V. | 142 | Sep 30, 25 | +142 | -- |
| Advisory Services Network, LLC | 140 | Sep 30, 25 | +140 | -- |
| Stone House Investment Management, LLC | 130 | Sep 30, 25 | +78 | -- |
| Rockefeller Capital Management L.P. | 108 | Sep 30, 25 | +108 | -- |
| Farther Finance Advisors, LLC | 107 | Sep 30, 25 | -12 | -- |
| NewEdge Advisors, LLC | 106 | Sep 30, 25 | -10 | -- |
| ROTHSCHILD INVESTMENT LLC | 103 | Sep 30, 25 | +33 | -- |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 88 | Sep 30, 25 | -- | -- |
| Quent Capital, LLC | 84 | Sep 30, 25 | +84 | -- |
| US BANCORP \DE\ | 74 | Sep 30, 25 | -454 | -- |
| GHP Investment Advisors, Inc. | 73 | Sep 30, 25 | +1 | -- |
| Clearstead Advisors, LLC | 68 | Sep 30, 25 | +68 | -- |
| HM PAYSON & CO | 62 | Sep 30, 25 | +62 | -- |
| Hemington Wealth Management | 61 | Sep 30, 25 | +8 | -- |
| Atlantic Edge Private Wealth Management, LLC | 58 | Sep 30, 25 | -- | -- |
| JPL Wealth Management, LLC | 57 | Sep 30, 25 | +57 | -- |
| CIBC Private Wealth Group, LLC | 52 | Sep 30, 25 | +52 | -- |
| Pflug Koory, LLC | 40 | Sep 30, 25 | -- | -- |
| Capital Analysts, LLC | 35 | Sep 30, 25 | -- | -- |
| GABLES CAPITAL MANAGEMENT INC. | 34 | Sep 30, 25 | -- | -- |
| CHILTON CAPITAL MANAGEMENT LLC | 34 | Sep 30, 25 | -- | -- |
| Golden State Wealth Management, LLC | 33 | Sep 30, 25 | -- | -- |
| JONES FINANCIAL COMPANIES LLLP | 32 | Sep 30, 25 | +16 | -- |
| Rise Advisors, LLC | 32 | Sep 30, 25 | +32 | -- |
| Physician Wealth Advisors, Inc. | 31 | Sep 30, 25 | -- | -- |
| Dogwood Wealth Management LLC | 26 | Sep 30, 25 | +26 | -- |
| MONTAG A & ASSOCIATES INC | 24 | Sep 30, 25 | -- | -- |
| Ronald Blue Trust, Inc. | 22 | Sep 30, 25 | -34 | -- |
| Smartleaf Asset Management LLC | 22 | Sep 30, 25 | +9 | -- |
| MCF Advisors LLC | 21 | Sep 30, 25 | -- | -- |
| SBI Securities Co., Ltd. | 20 | Sep 30, 25 | -12 | -- |
| Private Wealth Asset Management, LLC | 19 | Sep 30, 25 | -- | -- |
| TOWER TRUST & INVESTMENT Co | 18 | Sep 30, 25 | -- | -- |
| Geneos Wealth Management Inc. | 16 | Sep 30, 25 | -- | -- |
| Parkside Financial Bank & Trust | 15 | Sep 30, 25 | +15 | -- |
| Wealthspire Advisors, LLC | 13 | Sep 30, 25 | +13 | -- |
| Truvestments Capital LLC | 13 | Sep 30, 25 | -- | -- |
| Global Retirement Partners, LLC | 13 | Sep 30, 25 | -- | -- |
| Parallel Advisors, LLC | 11 | Sep 30, 25 | +8 | -- |
| DiNuzzo Private Wealth, Inc. | 10 | Sep 30, 25 | +2 | -- |
| Quest 10 Wealth Builders, Inc. | 7 | Sep 30, 25 | -- | -- |
| Costello Asset Management, INC | 6 | Sep 30, 25 | -- | -- |
| Bay Harbor Wealth Management, LLC | 6 | Sep 30, 25 | +4 | -- |
| St. Johns Investment Management Company, LLC | 6 | Sep 30, 25 | -- | -- |
| Cornerstone Planning Group LLC | 5 | Sep 30, 25 | -- | -- |
| SIGNATUREFD, LLC | 5 | Sep 30, 25 | -- | -- |
| WHITTIER TRUST CO OF NEVADA INC | 4 | Sep 30, 25 | -7 | -- |
| SJS Investment Consulting Inc. | 4 | Sep 30, 25 | -4 | -- |
| Hughes Financial Services, LLC | 3 | Sep 30, 25 | -- | -- |
| QUADRANT CAPITAL GROUP LLC | 3 | Sep 30, 25 | +3 | -- |
| HFM Investment Advisors, LLC | 3 | Sep 30, 25 | -1 | -- |
| BROWN, LISLE/CUMMINGS, INC. | 2 | Sep 30, 25 | -- | -- |
| Key FInancial Inc | 2 | Sep 30, 25 | -- | -- |
| Westfuller Advisors, LLC | 1 | Sep 30, 25 | +1 | -- |
| Bell Investment Advisors, Inc | 1 | Sep 30, 25 | -- | -- |
| HUNTINGTON NATIONAL BANK | 1 | Sep 30, 25 | -- | -- |
| Mitsubishi UFJ Trust & Banking Corp | -- | Sep 30, 25 | -13.84K | -- |
| BNP Paribas Asset Management Holding S.A. | -- | Sep 30, 25 | -153 | -- |
| GeoWealth Management, LLC | -- | Sep 30, 25 | -40 | -- |
| Ridgewood Investments LLC | -- | Sep 30, 25 | -2 | -- |
| Mutual Advisors, LLC | -- | Sep 30, 25 | -16.76K | -- |
| State of Wyoming | -- | Sep 30, 25 | -1.58K | -- |
| MARTINGALE ASSET MANAGEMENT L P | -- | Sep 30, 25 | -17.40K | -- |
| Ghisallo Capital Management LLC | -- | Sep 30, 25 | -77.50K | -- |
| PRINCIPAL FINANCIAL GROUP INC | -- | Sep 30, 25 | -110.49K | -- |
| GSA CAPITAL PARTNERS LLP | -- | Sep 30, 25 | -44.05K | -- |
| Parkwood LLC | -- | Sep 30, 25 | -205.94K | -- |
| NewSquare Capital LLC | -- | Sep 30, 25 | -1 | -- |
| Centiva Capital, LP | -- | Sep 30, 25 | -8.87K | -- |
| RAYMOND JAMES FINANCIAL INC | -- | Sep 30, 25 | -13.95K | -- |
| PRINCIPAL SECURITIES, INC. | -- | Sep 30, 25 | -19 | -- |
| TEACHER RETIREMENT SYSTEM OF TEXAS | -- | Sep 30, 25 | -45.96K | -- |
| WEBSTER BANK, N. A. | -- | Sep 30, 25 | -4 | -- |
| Allen Investment Management LLC | -- | Sep 30, 25 | -32.90K | -- |
| READYSTATE ASSET MANAGEMENT LP | -- | Sep 30, 25 | -11.36K | -- |
| JUPITER ASSET MANAGEMENT LTD | -- | Sep 30, 25 | -59.91K | -- |
| FEDERATED HERMES, INC. | -- | Sep 30, 25 | -265 | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Sep 30, 25 | -22 | -- |
| MARSHALL WACE, LLP | -- | Sep 30, 25 | -16.08K | -- |
| Arlington Trust Co LLC | -- | Sep 30, 25 | -1 | -- |
| Caitong International Asset Management Co., Ltd | -- | Sep 30, 25 | -39 | -- |
| Skopos Labs, Inc. | -- | Sep 30, 25 | -299 | -- |
| Woodline Partners LP | -- | Sep 30, 25 | -336.73K | -- |
| Fisher Funds Management LTD | -- | Sep 30, 25 | -78.14K | -- |
| Ameritas Advisory Services, LLC | -- | Sep 30, 25 | -273 | -- |
| Brevan Howard Capital Management LP | -- | Sep 30, 25 | -11.26K | -- |
| Prime Capital Investment Advisors, LLC | -- | Sep 30, 25 | -9.47K | -- |
| ENVESTNET ASSET MANAGEMENT INC | -- | Sep 30, 25 | -9.62K | -- |
| CAPSTONE INVESTMENT ADVISORS, LLC | -- | Sep 30, 25 | -10.39K | -- |
| NORGES BANK | 265.89K | Jun 30, 25 | +265.89K | -- |
| Iron Horse Wealth Management, LLC | 5.22K | Jun 30, 25 | +543 | -- |
| Scarborough Advisors, LLC | 2 | Jun 30, 25 | +2 | -- |
| Parkworth Wealth Management, Inc. | 1 | Jun 30, 25 | -- | -- |
| Lindbrook Capital, LLC | 29 | Mar 31, 25 | +28 | -- |
| Nuveen Asset Management, LLC | 195.73K | Dec 31, 24 | +2.00K | -- |
| Northwest Bank & Trust Co | 18 | Dec 31, 24 | -- | -- |
| RAYMOND JAMES & ASSOCIATES | 14.87K | Sep 30, 24 | -346 | -- |
| FinTrust Capital Advisors, LLC | 15 | Sep 30, 24 | -- | -- |
| SYSTM Wealth Solutions LLC | -- | Sep 30, 24 | -22 | -- |
| BlackRock Inc. | 1.28M | Jun 30, 24 | -34.75K | -- |
| ICA Group Wealth Management, LLC | 18 | Jun 30, 24 | -1 | -- |
| JANICZEK WEALTH MANAGEMENT, LLC | 3 | Jun 30, 24 | -- | -- |
| CREDIT SUISSE AG/ | 23.96K | Mar 31, 24 | -- | -- |
| NORWOOD FINANCIAL CORP | 23 | Mar 31, 24 | -- | -- |
| Simplicity Solutions, LLC | 10.91K | Dec 31, 23 | +18 | -- |
| Nalls Sherbakoff Group, LLC | 6 | Dec 31, 23 | -- | -- |
| Community Capital Management, LLC | 10.70K | Sep 30, 23 | -- | -- |
| BDO Wealth Advisors, LLC | 58 | Jun 30, 23 | -- | -- |
| Endurance Wealth Management, Inc. | 35 | Jun 30, 23 | -- | -- |
| Kistler-Tiffany Companies, LLC | 21 | Jun 30, 23 | -- | -- |
| Kalos Management, Inc. | -- | Jun 30, 23 | -11 | -- |