FMS

Institutional Ownership

Top 386 Institutional Holders
HolderSharesDateChange% Held
PZENA INVESTMENT MANAGEMENT LLC15.05MMar 31, 26+299.99K2.79%
FIDUCIARY MANAGEMENT INC /WI/4.46MMar 31, 26-499.86K0.83%
DODGE & COX3.83MMar 31, 26--0.71%
MORGAN STANLEY2.48MMar 31, 26-455.03K0.46%
MILLENNIUM MANAGEMENT LLC1.64MMar 31, 26+1.60M0.30%
BRANDES INVESTMENT PARTNERS, LP1.61MMar 31, 26+1.61M0.30%
TODD ASSET MANAGEMENT LLC1.30MMar 31, 26+9.78K0.24%
GOLDMAN SACHS GROUP INC818.00KMar 31, 26+82.99K0.15%
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY816.20KMar 31, 26--0.15%
Integral Health Asset Management, LLC775.00KMar 31, 26+125.00K0.14%
BlackRock, Inc.627.67KMar 31, 26+165.91K0.12%
Point72 Asset Management, L.P.509.91KMar 31, 26-622.91K0.09%
D. E. Shaw & Co., Inc.429.33KMar 31, 26+396.34K0.08%
RAYMOND JAMES FINANCIAL INC422.42KMar 31, 26+135.53K0.08%
ENVESTNET ASSET MANAGEMENT INC383.77KMar 31, 26+128.06K0.07%
NORTHERN TRUST CORP379.78KMar 31, 26-21.29K0.07%
Moran Wealth Management, LLC347.77KMar 31, 26+83.31K0.06%
Quantinno Capital Management LP341.34KMar 31, 26+46.43K0.06%
HENNESSY ADVISORS INC337.80KMar 31, 26-11.70K0.06%
BNP PARIBAS ARBITRAGE, SNC335.79KMar 31, 26+275.50K0.06%
WELLS FARGO & COMPANY/MN334.86KMar 31, 26+285.67K0.06%
FMR LLC295.39KMar 31, 26+160.70K0.05%
ROYAL BANK OF CANADA216.86KMar 31, 26+179.42K0.04%
TWO SIGMA INVESTMENTS, LP214.37KMar 31, 26+165.73K0.04%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC205.88KMar 31, 26+160.50K0.04%
Creative Planning183.82KMar 31, 26+112.07K0.03%
NIA IMPACT ADVISORS, LLC147.60KMar 31, 26-5.37K0.03%
ASSETMARK, INC132.32KMar 31, 26+86.80K0.02%
SEI INVESTMENTS CO120.70KMar 31, 26+53.92K0.02%
JPMORGAN CHASE & CO116.49KMar 31, 26+17.59K0.02%
UBS Group AG113.52KMar 31, 26+11.69K0.02%
Cinctive Capital Management LP99.00KMar 31, 26+99.00K0.02%
HRT FINANCIAL LP85.84KMar 31, 26+85.84K0.02%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC84.83KMar 31, 26+37.22K0.02%
RITHOLTZ WEALTH MANAGEMENT84.66KMar 31, 26+60.65K0.02%
HANTZ FINANCIAL SERVICES, INC.82.42KMar 31, 26+75.05K0.02%
JANE STREET GROUP, LLC81.71KMar 31, 26-53.72K0.02%
SEARLE & CO.80.72KMar 31, 26--0.01%
STIFEL FINANCIAL CORP80.66KMar 31, 26+80.66K0.01%
QRG CAPITAL MANAGEMENT, INC.77.13KMar 31, 26+9.36K0.01%
Schonfeld Strategic Advisors LLC68.56KMar 31, 26+68.56K0.01%
Pathstone Holdings, LLC67.08KMar 31, 26-9230.01%
Advisors Asset Management, Inc.66.02KMar 31, 26+11.95K0.01%
NATIONAL BANK OF CANADA /FI/63.99KMar 31, 26+16.41K0.01%
Engineers Gate Manager LP63.59KMar 31, 26+29.74K0.01%
Crossmark Global Holdings, Inc.56.62KMar 31, 26-6420.01%
CITADEL ADVISORS LLC56.58KMar 31, 26+28.09K0.01%
LPL Financial LLC53.33KMar 31, 26+53.33K0.01%
Toroso Investments, LLC50.91KMar 31, 26+38.75K0.01%
Mariner, LLC50.11KMar 31, 26+4.48K0.01%
BAROMETER CAPITAL MANAGEMENT INC.46.20KMar 31, 26+39.30K0.01%
BANK OF MONTREAL /CAN/45.22KMar 31, 26+45.22K0.01%
Vident Advisory, LLC45.10KMar 31, 26+2.88K0.01%
Cerity Partners LLC40.65KMar 31, 26+4990.01%
Uncommon Cents Investing LLC40.49KMar 31, 26+7200.01%
AQR CAPITAL MANAGEMENT LLC38.74KMar 31, 26+1.42K0.01%
AMERICAN CENTURY COMPANIES INC38.61KMar 31, 26+2.73K0.01%
Summit Trail Advisors, LLC37.49KMar 31, 26+25.73K0.01%
HIGHLAND CAPITAL MANAGEMENT, LLC36.65KMar 31, 26-1500.01%
Nuveen, LLC34.93KMar 31, 26-8850.01%
MML INVESTORS SERVICES, LLC34.74KMar 31, 26+10.07K0.01%
Ethic Inc.34.73KMar 31, 26-8.22K0.01%
Trexquant Investment LP33.59KMar 31, 26+33.59K0.01%
SIGNET FINANCIAL MANAGEMENT, LLC28.89KMar 31, 26-3890.01%
Summit Financial, LLC28.10KMar 31, 26+28.10K0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP27.79KMar 31, 26+15.51K0.01%
OPPENHEIMER ASSET MANAGEMENT INC.26.79KMar 31, 26+26.79K0.00%
VOLORIDGE INVESTMENT MANAGEMENT, LLC25.05KMar 31, 26+25.05K0.00%
Vanguard Personalized Indexing Management, LLC23.38KMar 31, 26-5.31K0.00%
Qube Research & Technologies Ltd23.35KMar 31, 26-178.53K0.00%
US BANCORP \DE\23.01KMar 31, 26-1.15K0.00%
EVERGREEN CAPITAL MANAGEMENT LLC22.92KMar 31, 26+4.91K0.00%
AMERIPRISE FINANCIAL INC22.73KMar 31, 26+5.16K0.00%
Brinker Capital Investments, LLC22.54KMar 31, 26+22.54K0.00%
DMC Group, LLC22.46KMar 31, 26+2.99K0.00%
Caprock Group, LLC22.27KMar 31, 26+12.87K0.00%
Callan Family Office, LLC21.69KMar 31, 26-7.49K0.00%
GUGGENHEIM CAPITAL LLC21.67KMar 31, 26-3220.00%
SIMPLEX TRADING, LLC21.52KMar 31, 26+3.48K0.00%
NBC SECURITIES, INC.21.09KMar 31, 26+21.09K0.00%
Bank of New York Mellon Corp20.67KMar 31, 26-2760.00%
Sequoia Financial Advisors, LLC20.27KMar 31, 26+20.27K0.00%
DIMENSIONAL FUND ADVISORS LP19.46KMar 31, 26-8.35K0.00%
FIFTH THIRD BANCORP18.77KMar 31, 26-10.00%
RHUMBLINE ADVISERS18.73KMar 31, 26+1.39K0.00%
HighTower Advisors, LLC18.41KMar 31, 26+1.16K0.00%
QUADRANT CAPITAL GROUP LLC17.52KMar 31, 26-4340.00%
Aaron Wealth Advisors LLC16.42KMar 31, 26+16.42K0.00%
MEYER HANDELMAN CO16.00KMar 31, 26--0.00%
Cetera Investment Advisers15.92KMar 31, 26+6.91K0.00%
MERCER GLOBAL ADVISORS INC /ADV15.53KMar 31, 26-1.74K0.00%
LAIRD NORTON TRUST COMPANY, LLC15.43KMar 31, 26+7500.00%
Riverwater Partners LLC15.31KMar 31, 26--0.00%
GEODE CAPITAL MANAGEMENT, LLC15.30KMar 31, 26-37.42K0.00%
UMB Bank, n.a.15.15KMar 31, 26+15.00K0.00%
Corient IA LLC15.00KMar 31, 26--0.00%
PING CAPITAL MANAGEMENT, INC.15.00KMar 31, 26+5.00K0.00%
Squarepoint Ops LLC14.96KMar 31, 26+14.96K0.00%
Skopos Labs, Inc.14.79KMar 31, 26+5.93K0.00%
JONES FINANCIAL COMPANIES LLLP14.67KMar 31, 26+3.53K0.00%
Aquatic Capital Management LLC14.46KMar 31, 26+14.46K0.00%
COMMONWEALTH EQUITY SERVICES, LLC13.66KMar 31, 26+1.32K0.00%
LODESTAR PRIVATE ASSET MANAGEMENT LLC13.53KMar 31, 26--0.00%
LVW Advisors, LLC13.35KMar 31, 26+13.35K0.00%
NATIXIS ADVISORS, L.P.13.27KMar 31, 26+9030.00%
ADVISOR GROUP HOLDINGS, INC.13.01KMar 31, 26+5.54K0.00%
UBS ASSET MANAGEMENT AMERICAS INC12.78KMar 31, 26+10.34K0.00%
AXQ CAPITAL, LP12.76KMar 31, 26+12.76K0.00%
ATLAS CAPITAL ADVISORS LLC12.59KMar 31, 26-5.71K0.00%
Trek Financial, LLC11.11KMar 31, 26+11.11K0.00%
TRUIST FINANCIAL CORP10.92KMar 31, 26+10.92K0.00%
One Capital Management, LLC10.48KMar 31, 26--0.00%
Russell Investments Group, Ltd.10.36KMar 31, 26+4.88K0.00%
Advisors Preferred, LLC10.23KMar 31, 26+5890.00%
SG Americas Securities, LLC10.22KMar 31, 26-890.00%
PNC FINANCIAL SERVICES GROUP, INC.10.19KMar 31, 26+860.00%
UNITED CAPITAL FINANCIAL ADVISERS, LLC10.10KMar 31, 26+1.08K0.00%
Kimelman & Baird, LLC9.73KMar 31, 26--0.00%
Kathmere Capital Management, LLC9.69KMar 31, 26+9.69K0.00%
Versant Capital Management, Inc9.68KMar 31, 26-1.74K0.00%
D'Orazio & Associates, Inc.8.90KMar 31, 26+8.90K0.00%
FRANKLIN STREET ADVISORS INC /NC8.90KMar 31, 26--0.00%
COMMONS CAPITAL, LLC8.89KMar 31, 26--0.00%
First Affirmative Financial Network8.88KMar 31, 26+8.88K0.00%
GAMMA Investing LLC8.01KMar 31, 26-9150.00%
SIGNATUREFD, LLC7.64KMar 31, 26+3120.00%
CACTI ASSET MANAGEMENT LLC6.00KMar 31, 26--0.00%
Parallel Advisors, LLC4.63KMar 31, 26+1.01K0.00%
MAI Capital Management4.55KMar 31, 26+4.55K0.00%
Ronald Blue Trust, Inc.3.55KMar 31, 26-1.42K0.00%
NEW YORK STATE COMMON RETIREMENT FUND3.52KMar 31, 26--0.00%
Advisory Services Network, LLC3.06KMar 31, 26+3.06K0.00%
Allworth Financial LP2.70KMar 31, 26+1.34K0.00%
HUNTINGTON NATIONAL BANK2.32KMar 31, 26-3610.00%
Cromwell Holdings LLC2.27KMar 31, 26--0.00%
Autumn Glory Partners, LLC2.00KMar 31, 26--0.00%
Hartford Financial Management Inc.1.99KMar 31, 26+150.00%
Farther Finance Advisors, LLC1.91KMar 31, 26+9270.00%
Rockefeller Capital Management L.P.1.75KMar 31, 26+8600.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1.74KMar 31, 26+460.00%
Bruce G. Allen Investments, LLC1.53KMar 31, 26-220.00%
Atlantic Union Bankshares Corp1.50KMar 31, 26--0.00%
CITIGROUP INC1.49KMar 31, 26+1.06K0.00%
VALLEY NATIONAL ADVISERS INC1.40KMar 31, 26-40.00%
TD Waterhouse Canada Inc.1.26KMar 31, 26--0.00%
CWM, LLC1.24KMar 31, 26+230.00%
BROWN BROTHERS HARRIMAN & CO1.11KMar 31, 26+6100.00%
Smartleaf Asset Management LLC1.07KMar 31, 26-680.00%
Centerpoint Advisors, LLC944Mar 31, 26--0.00%
Pinnacle Wealth Planning Services, Inc.937Mar 31, 26+160.00%
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA926Mar 31, 26--0.00%
Salomon & Ludwin, LLC875Mar 31, 26+8520.00%
ROTHSCHILD INVESTMENT LLC869Mar 31, 26+2650.00%
SRS Capital Advisors, Inc.866Mar 31, 26-7470.00%
EverSource Wealth Advisors, LLC842Mar 31, 26-1.91K0.00%
Ancora Advisors, LLC531Mar 31, 26+5150.00%
MONTAG A & ASSOCIATES INC509Mar 31, 26+5090.00%
Pinnacle Bancorp, Inc.483Mar 31, 26+4830.00%
MB, LEVIS & ASSOCIATES, LLC478Mar 31, 26--0.00%
IFP Advisors, Inc464Mar 31, 26--0.00%
BROWN, LISLE/CUMMINGS, INC.419Mar 31, 26--0.00%
FINANCIAL CONSULATE, INC332Mar 31, 26+2960.00%
Larson Financial Group LLC320Mar 31, 26-900.00%
TD PRIVATE CLIENT WEALTH LLC309Mar 31, 26+2720.00%
JNBA Financial Advisors301Mar 31, 26--0.00%
TWIN PEAKS WEALTH ADVISORS, LLC293Mar 31, 26+2930.00%
SBI Securities Co., Ltd.268Mar 31, 26+10.00%
WealthCollab, LLC219Mar 31, 26--0.00%
EASTERN BANK209Mar 31, 26--0.00%
True Wealth Design, LLC199Mar 31, 26+1220.00%
BESSEMER GROUP INC181Mar 31, 26-380.00%
Root Financial Partners, LLC180Mar 31, 26+110.00%
Glen Eagle Advisors, LLC109Mar 31, 26--0.00%
SJS Investment Consulting Inc.106Mar 31, 26--0.00%
Transamerica Financial Advisors, Inc.99Mar 31, 26+940.00%
HIGHLINE WEALTH PARTNERS LLC85Mar 31, 26--0.00%
PRIVATE TRUST CO NA84Mar 31, 26--0.00%
Annis Gardner Whiting Capital Advisors, LLC83Mar 31, 26+830.00%
MANNING & NAPIER ADVISORS LLC81Mar 31, 26-170.00%
GW&K Investment Management, LLC80Mar 31, 26+100.00%
JFS WEALTH ADVISORS, LLC79Mar 31, 26-1090.00%
Retirement Wealth Solutions LLC78Mar 31, 26+780.00%
Physician Wealth Advisors, Inc.74Mar 31, 26-420.00%
American Capital Advisory, LLC74Mar 31, 26+740.00%
CVA Family Office, LLC67Mar 31, 26--0.00%
Federation des caisses Desjardins du Quebec66Mar 31, 26+660.00%
CREATIVE FINANCIAL DESIGNS INC /ADV62Mar 31, 26+460.00%
Arlington Trust Co LLC61Mar 31, 26+610.00%
Steward Partners Investment Advisory, LLC44Mar 31, 26-1780.00%
IMA Wealth, Inc.40Mar 31, 26-110.00%
Frazier Financial Advisors, LLC37Mar 31, 26+370.00%
GROUP ONE TRADING, L.P.35Mar 31, 26--0.00%
Cornerstone Planning Group LLC33Mar 31, 26-370.00%
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/32Mar 31, 26+50.00%
Parkside Financial Bank & Trust32Mar 31, 26-240.00%
Stone House Investment Management, LLC25Mar 31, 26+250.00%
GHP Investment Advisors, Inc.24Mar 31, 26-2.12K0.00%
Investors Research Corp21Mar 31, 26--0.00%
MV CAPITAL MANAGEMENT, INC.21Mar 31, 26+170.00%
Burk Holdings LLC20Mar 31, 26+200.00%
SALEM INVESTMENT COUNSELORS INC16Mar 31, 26+160.00%
NISA INVESTMENT ADVISORS, LLC15Mar 31, 26--0.00%
Abound Wealth Management6Mar 31, 26--0.00%
Triumph Capital Management3Mar 31, 26+30.00%
Cassaday & Co Wealth Management LLC3Mar 31, 26+30.00%
Bogart Wealth, LLC1Mar 31, 26--0.00%
Sound Income Strategies, LLC1Mar 31, 26-350.00%
CI Private Wealth, LLC--Mar 31, 26-19.09K--
FLOW TRADERS U.S. LLC--Mar 31, 26-9.63K--
XY Capital Ltd--Mar 31, 26-53.61K--
FRANKLIN RESOURCES INC--Mar 31, 26-76.89K--
SYON CAPITAL LLC--Mar 31, 26-12.59K--
FACTORY MUTUAL INSURANCE CO--Mar 31, 26-67.20K--
BankPlus Trust Department--Mar 31, 26-154--
EVERETT HARRIS & CO /CA/--Mar 31, 26-12.84K--
DRW Securities, LLC--Mar 31, 26-9.11K--
PARADIGM ASSET MANAGEMENT CO LLC--Mar 31, 26-1.80K--
Kestra Advisory Services, LLC--Mar 31, 26-2.03K--
AlphaCore Capital LLC--Mar 31, 26-11.12K--
Clearbridge Investments, LLC--Mar 31, 26-8.62K--
Caitong International Asset Management Co., Ltd--Mar 31, 26-475--
Cape Investment Advisory, Inc.--Mar 31, 26-596--
Optiver Holding B.V.--Mar 31, 26-14.13K--
Bare Financial Services, Inc--Mar 31, 26-34--
Koss-Olinger Consulting, LLC--Mar 31, 26-8.76K--
Bell Investment Advisors, Inc--Mar 31, 26-44--
BALYASNY ASSET MANAGEMENT L.P.--Mar 31, 26-75.53K--
Broyhill Asset Management--Mar 31, 26-77.54K--
Arbor Investment Advisors, LLC--Mar 31, 26-8.85K--
Cresset Asset Management, LLC--Mar 31, 26-8.85K--
ATWOOD & PALMER INC--Mar 31, 26-100--
VisionPoint Advisory Group, LLC--Mar 31, 26-42.89K--
OLD MISSION CAPITAL LLC--Mar 31, 26-11.57K--
XTX Topco Ltd--Mar 31, 26-94.09K--
Tower Research Capital LLC (TRC)--Mar 31, 26-38.51K--
CULLEN/FROST BANKERS, INC.--Mar 31, 26-2--
Forum Financial Management, LP--Mar 31, 26-13.51K--
Knights of Columbus Asset Advisors LLC--Mar 31, 26-100--
ABC ARBITRAGE SA--Mar 31, 26-249.80K--
DODGE & COX3.83MDec 31, 25--0.71%
MORGAN STANLEY2.94MDec 31, 25+942.50K0.54%
Point72 Asset Management, L.P.1.13MDec 31, 25+598.81K0.21%
GOLDMAN SACHS GROUP INC735.01KDec 31, 25-44.18K0.14%
Integral Health Asset Management, LLC650.00KDec 31, 25+200.00K0.12%
NORTHERN TRUST CORP401.08KDec 31, 25-16.71K0.07%
Quantinno Capital Management LP294.92KDec 31, 25+57.92K0.05%
RAYMOND JAMES FINANCIAL INC286.90KDec 31, 25+4.82K0.05%
Qube Research & Technologies Ltd201.87KDec 31, 25-21.35K0.04%
FMR LLC134.69KDec 31, 25-19.82K0.02%
BANK OF AMERICA CORP /DE/83.09KDec 31, 25+8880.02%
BALYASNY ASSET MANAGEMENT L.P.75.53KDec 31, 25+75.53K0.01%
NATIONAL BANK OF CANADA /FI/47.59KDec 31, 25+10.01K0.01%
Mariner, LLC45.62KDec 31, 25-4.04K0.01%
Cerity Partners LLC40.15KDec 31, 25-1.51K0.01%
AQR CAPITAL MANAGEMENT LLC37.31KDec 31, 25+4.88K0.01%
TWO SIGMA ADVISERS, LP37.21KDec 31, 25+14.61K0.01%
AMERICAN CENTURY COMPANIES INC35.89KDec 31, 25+6.47K0.01%
D. E. Shaw & Co., Inc.33.00KDec 31, 25+33.00K0.01%
Vanguard Personalized Indexing Management, LLC28.69KDec 31, 25-8.33K0.01%
CITADEL ADVISORS LLC28.49KDec 31, 25+28.49K0.01%
US BANCORP \DE\24.16KDec 31, 25-22.10K0.00%
GUGGENHEIM CAPITAL LLC21.99KDec 31, 25-700.00%
GLENMEDE TRUST CO NA21.08KDec 31, 25+21.08K0.00%
CI Private Wealth, LLC19.09KDec 31, 25-10.21K0.00%
SIMPLEX TRADING, LLC18.04KDec 31, 25+18.04K0.00%
EVERGREEN CAPITAL MANAGEMENT LLC18.01KDec 31, 25+6.86K0.00%
AMERIPRISE FINANCIAL INC17.57KDec 31, 25-44.85K0.00%
Corient IA LLC15.00KDec 31, 25-10.00K0.00%
LAIRD NORTON TRUST COMPANY, LLC14.68KDec 31, 25+14.68K0.00%
Optiver Holding B.V.14.13KDec 31, 25-32.18K0.00%
JONES FINANCIAL COMPANIES LLLP11.13KDec 31, 25+1.14K0.00%
AlphaCore Capital LLC11.12KDec 31, 25-2.80K0.00%
UNITED CAPITAL FINANCIAL ADVISERS, LLC9.02KDec 31, 25+5530.00%
Cresset Asset Management, LLC8.85KDec 31, 25-60.00%
SRS Capital Advisors, Inc.1.61KDec 31, 25+8850.00%
Allworth Financial LP1.36KDec 31, 25-1050.00%
CWM, LLC1.21KDec 31, 25-1090.00%
CIBC Private Wealth Group, LLC1.15KDec 31, 25-2270.00%
Smartleaf Asset Management LLC1.14KDec 31, 25--0.00%
Rockefeller Capital Management L.P.890Dec 31, 25+2030.00%
Global Retirement Partners, LLC600Dec 31, 25+3140.00%
Cape Investment Advisory, Inc.596Dec 31, 25+1570.00%
SageView Advisory Group, LLC272Dec 31, 25+2720.00%
NewEdge Advisors, LLC206Dec 31, 25--0.00%
Parkside Financial Bank & Trust56Dec 31, 25--0.00%
Principia Wealth Advisory, LLC22Dec 31, 25+80.00%
Transamerica Financial Advisors, Inc.5Dec 31, 25-360.00%
BARCLAYS PLC--Dec 31, 25-1--
Dorsey & Whitney Trust CO LLC--Dec 31, 25-7.79K--
Virtus ETF Advisers LLC--Dec 31, 25-11.03K--
Colony Group, LLC--Dec 31, 25-17.27K--
Advisory Services Network, LLC--Dec 31, 25-118--
Verition Fund Management LLC--Dec 31, 25-9.22K--
Cubist Systematic Strategies, LLC79.56KSep 30, 25+79.56K0.01%
Glenmede Investment Management, LP20.71KSep 30, 25-1030.00%
WETHERBY ASSET MANAGEMENT INC8.92KSep 30, 25-2150.00%
PrairieView Partners, LLC418Jun 30, 25--0.00%
First Horizon Advisors, Inc.176Jun 30, 25+1420.00%
Callan Capital, LLC13.97KMar 31, 25+8700.00%
Sandy Spring Bank1.50KMar 31, 25--0.00%
Lindbrook Capital, LLC1.11KMar 31, 25-280.00%
Nuveen Asset Management, LLC66.87KDec 31, 24-7.06K0.01%
Zions Bancorporation, N.A.17Dec 31, 24--0.00%
First Trust Direct Indexing L.P.22.90KSep 30, 24+2.02K0.00%
RAYMOND JAMES & ASSOCIATES16.39KSep 30, 24-4.34K0.00%
Annapolis Financial Services, LLC2.33KSep 30, 24--0.00%
BlackRock Inc.469.40KJun 30, 24+23.77K0.09%
JANICZEK WEALTH MANAGEMENT, LLC80Jun 30, 24+800.00%
Private Ocean, LLC24Jun 30, 24+240.00%
CAMBRIDGE TRUST CO209Mar 31, 24--0.00%
ADVISOR PARTNERS II, LLC10.84KSep 30, 23+1.52K0.00%
Endurance Wealth Management, Inc.69Jun 30, 23--0.00%
Vigilant Capital Management, LLC--Jun 30, 23-200--
Covington Capital Management7.47KSep 30, 22--0.00%
WIPFLI FINANCIAL ADVISORS LLC,1.77KSep 30, 22+1.77K0.00%
BLUESTEIN R H & CO LLC--Sep 30, 22-9.00K--
Altium Wealth Management LLC12.40KJun 30, 22-6.20K0.00%
Private Capital Group, LLC305Jun 30, 22+10.00%
HC FINANCIAL ADVISORS INC150Jun 30, 22--0.00%
Lake Point Wealth Management119Jun 30, 22--0.00%
Fieldpoint Private Securities, LLC65Jun 30, 22-3750.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC483.39KMar 31, 22+81.99K0.09%
People's United Financial, Inc.22.11KMar 31, 22+5.13K0.00%
Dixon Hughes Goodman Wealth Advisors LLC41Mar 31, 22-1000.00%
NEXT Financial Group, Inc36Dec 31, 21-6920.00%
Berman Capital Advisors, LLC91Sep 30, 21--0.00%
Aperio Group, LLC178.43KDec 31, 20-13.55K0.03%
NWQ INVESTMENT MANAGEMENT COMPANY, LLC237.35KSep 30, 20-8.36K0.04%
ETRADE Capital Management LLC8.15KSep 30, 20+7330.00%
Cornerstone Advisors, Inc.627Sep 30, 20+930.00%
SHINE INVESTMENT ADVISORY SERVICES INC458Sep 30, 20--0.00%
Lenox Wealth Management, Inc.184Jun 30, 20-190.00%
TRUEWEALTH LLC54Jun 30, 20--0.00%
NumerixS Investment Technologies Inc--Jun 30, 20-1.40K--
Advisor Group, Inc.2.13KDec 31, 19-2310.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.1.91KDec 31, 19--0.00%
SUNTRUST BANKS INC43.35KSep 30, 19-7180.01%
HARTWELL J M LIMITED PARTNERSHIP15.00KSep 30, 19-1.50K0.00%
BIEGEL & WALLER LLC8.00KSep 30, 19--0.00%
BB&T SECURITIES, LLC--Sep 30, 19-5.94K--
WealthTrust-Arizona, LLC1.08KDec 31, 18+850.00%
Financial Gravity Companies, Inc.6Dec 31, 18+60.00%
Zions Bancorporation720Sep 30, 18+7200.00%
Credential Securities Inc.10.46KJun 30, 18-7800.00%
Edge Advisors, LLC--Jun 30, 18-46--
GRATRY & Co LLC16.06KMar 31, 18-2.94K0.00%
RUANE, CUNNIFF & GOLDFARB INC10.19KDec 31, 17+10.19K0.00%
MILLIE CAPITAL MANAGEMENT, LLC3.85KDec 31, 17+3.85K0.00%
BB&T INVESTMENT SERVICES, INC.226Dec 31, 17-1.03K0.00%
Acrospire Investment Management LLC--Sep 30, 17-1.11K--
CAPSTONE ASSET MANAGEMENT CO58.41KJun 30, 17-1.33K0.01%
ABERDEEN ASSET MANAGEMENT PLC/UK8.70KJun 30, 17--0.00%
Virtu KCG Holdings LLC8.68KJun 30, 17+8.68K0.00%
Independent Portfolio Consultants, Inc.6.13KJun 30, 17-1.15K0.00%
Commonwealth Equity Services, Inc5.66KJun 30, 17+3360.00%
Airain ltd--Jun 30, 17-7.23K--
R&F Capital Advisors LP11.08KMar 31, 17+11.08K0.00%
Calvert Investment Management, Inc.14.67KDec 31, 16-920.00%
MSI Financial Services Inc2.51KDec 31, 16+1.57K0.00%
Stanford Investment Group, Inc.324Dec 31, 16--0.00%
KANALY TRUST CO93Dec 31, 16+280.00%
Lombard Odier & Cie (Canada), Limited Partnership11.00KSep 30, 16--0.00%
Lombard Odier Transatlantic Ltd6.95KSep 30, 16--0.00%
WESTPORT RESOURCES MANAGEMENT INC600Sep 30, 16-3.60K0.00%
SOCIETE GENERALE10.16KJun 30, 16+10.16K0.00%
Lebenthal Holdings,LLC--Jun 30, 16-4.67K--
Alerus Investment Advisors Corp33Mar 31, 16+330.00%
Gupta Wealth Management LLC--Mar 31, 16-200--
Pinnacle Summer Investments, Inc.--Dec 31, 15-250--
OFI Advisors LLC1.84KSep 30, 15+770.00%
MANAGED ACCOUNT ADVISORS LLC296.43KJun 30, 15+23.57K0.05%
Highmount Capital, LLC86.61KJun 30, 15-1.32K0.02%
STERNE AGEE GROUP, INC.14.19KMar 31, 15+1100.00%
BOSTON PRIVATE BANK & TRUST CO141Mar 31, 15--0.00%
Mariner Wealth Advisors-NYC, LLC45Mar 31, 15+450.00%
Placemark Investments, Inc.95.72KDec 31, 14+7.88K0.02%
SHAPIRO ROBERT N137Dec 31, 14--0.00%
UBS AG58.03KSep 30, 14+4260.01%
Banyan Partners, LLC16.13KSep 30, 14+16.13K0.00%
Jane Street Holding, LLC38.79KDec 31, 13+18.31K0.01%
First Allied Securities, Inc.--Jun 30, 12-142--
VALUE LINE INC26.90KSep 30, 10--0.00%
RBC Dominion Securities Inc.21Dec 31, 08+210.00%
LEHMAN BROTHERS HOLDINGS INC. PLAN TRUST8.10KJun 30, 08+2.40K0.00%
AMERICAN CENTURY INVESTMENT MANAGEMENT INC--Dec 31, 04-1.33K--
Allspring Global Investments, LLC91.30KJun 30, 99+91.30K0.02%