First Trust Mid Cap Core AlphaDEX Fund(FNX)

$145.23—

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First Trust Mid Cap Core AlphaDEX Fund(FNX)

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$145.23—

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FNX(FNX)

FNX

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Institutional Ownership

Top 291 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	1.11M	Jun 30, 26	+30.28K	11.27%
LPL Financial LLC	1.04M	Jun 30, 26	+77.97K	10.55%
WELLS FARGO & COMPANY/MN	708.17K	Jun 30, 26	-11.74K	7.18%
RAYMOND JAMES FINANCIAL INC	438.10K	Jun 30, 26	-3.45K	4.44%
ROYAL BANK OF CANADA	295.65K	Jun 30, 26	+21.70K	3.00%
Cetera Investment Advisers	209.53K	Jun 30, 26	+11.40K	2.12%
BANK OF AMERICA CORP /DE/	208.41K	Jun 30, 26	+2.84K	2.11%
UBS Group AG	199.16K	Jun 30, 26	-8.52K	2.02%
Baird Financial Group, Inc.	160.82K	Jun 30, 26	+3.83K	1.63%
Three Cord True Wealth Management, LLC	144.92K	Jun 30, 26	+8.14K	1.47%
HighTower Advisors, LLC	121.04K	Jun 30, 26	+422	1.23%
STIFEL FINANCIAL CORP	89.45K	Jun 30, 26	-1.47K	0.91%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	79.12K	Jun 30, 26	+2.73K	0.80%
Per Stirling Capital Management, LLC.	78.95K	Jun 30, 26	+2.10K	0.80%
Kestra Advisory Services, LLC	73.33K	Jun 30, 26	-601	0.74%
PERRYMAN FINANCIAL ADVISORY INC /AD	71.10K	Jun 30, 26	+892	0.72%
COMMONWEALTH EQUITY SERVICES, LLC	68.56K	Jun 30, 26	+1.12K	0.70%
Chicago Partners Investment Group LLC	59.34K	Jun 30, 26	-727	0.60%
ADVISOR GROUP HOLDINGS, INC.	52.14K	Jun 30, 26	-1.95K	0.53%
KESTRA PRIVATE WEALTH SERVICES, LLC	47.09K	Jun 30, 26	+472	0.48%
Sanctuary Advisors, LLC	45.15K	Jun 30, 26	+1.96K	0.46%
D.A. DAVIDSON & CO.	44.43K	Jun 30, 26	+57	0.45%
ENVESTNET ASSET MANAGEMENT INC	40.47K	Jun 30, 26	+2.45K	0.41%
Stratos Wealth Partners, LTD.	39.90K	Jun 30, 26	+143	0.40%
WILEY BROS.-AINTREE CAPITAL, LLC	39.54K	Jun 30, 26	+23.23K	0.40%
Western Wealth Management, LLC	38.90K	Jun 30, 26	+1.21K	0.39%
BENJAMIN EDWARDS INC	34.93K	Jun 30, 26	+13.86K	0.35%
Private Advisor Group, LLC	34.55K	Jun 30, 26	+8.13K	0.35%
Cambridge Investment Research Advisors, Inc.	33.71K	Jun 30, 26	-205	0.34%
Janney Montgomery Scott LLC	32.34K	Jun 30, 26	-1.07K	0.33%
HARBOUR INVESTMENTS, INC.	27.42K	Jun 30, 26	+1.65K	0.28%
Prospera Financial Services Inc	25.64K	Jun 30, 26	-2.40K	0.26%
Proactive Wealth Strategies LLC	22.63K	Jun 30, 26	+41	0.23%
FSM Wealth Advisors, LLC	22.27K	Jun 30, 26	-1.05K	0.23%
Solutions 4 Wealth, Ltd	21.66K	Jun 30, 26	-591	0.22%
Lakeridge Wealth Management LLC	21.58K	Jun 30, 26	-4.60K	0.22%
Snowden Capital Advisors LLC	19.81K	Jun 30, 26	-485	0.20%
CITIZENS FINANCIAL GROUP INC/RI	18.28K	Jun 30, 26	+12	0.19%
TRUIST FINANCIAL CORP	18.05K	Jun 30, 26	-489	0.18%
Perigon Wealth Management, LLC	16.91K	Jun 30, 26	+2	0.17%
Rockefeller Capital Management L.P.	16.86K	Jun 30, 26	-192	0.17%
Fortress Wealth Group, LLC	16.66K	Jun 30, 26	-413	0.17%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	16.59K	Jun 30, 26	-2.19K	0.17%
FIFTH THIRD BANCORP	16.27K	Jun 30, 26	+251	0.17%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	15.97K	Jun 30, 26	+3.54K	0.16%
Bedel Financial Consulting, Inc.	15.70K	Jun 30, 26	--	0.16%
JONES FINANCIAL COMPANIES LLLP	15.08K	Jun 30, 26	+1.12K	0.15%
OPPENHEIMER & CO INC	14.99K	Jun 30, 26	-10	0.15%
COZAD ASSET MANAGEMENT INC	12.27K	Jun 30, 26	+51	0.12%
Purus Wealth Management, LLC	12.25K	Jun 30, 26	+5.18K	0.12%
Kaydan Wealth Management, Inc.	12.11K	Jun 30, 26	+118	0.12%
Creative Planning	11.98K	Jun 30, 26	-57	0.12%
STEPHENS INC /AR/	10.79K	Jun 30, 26	+1	0.11%
DHJJ Financial Advisors, Ltd.	10.51K	Jun 30, 26	+14	0.11%
NewEdge Advisors, LLC	10.44K	Jun 30, 26	-717	0.11%
PARK NATIONAL CORP /OH/	10.10K	Jun 30, 26	-85	0.10%
Triumph Capital Management	9.95K	Jun 30, 26	+504	0.10%
AssuredPartners Investment Advisors, LLC	9.57K	Jun 30, 26	-594	0.10%
LVZ, Inc.	9.27K	Jun 30, 26	-501	0.09%
Equitable Holdings, Inc.	9.14K	Jun 30, 26	+53	0.09%
J.W. COLE ADVISORS, INC.	9.11K	Jun 30, 26	-628	0.09%
Keystone Financial Group	9.08K	Jun 30, 26	+9.08K	0.09%
PACIFIC SUN FINANCIAL CORP	8.54K	Jun 30, 26	-560	0.09%
Sterling Investment Advisors, Ltd.	8.45K	Jun 30, 26	-500	0.09%
Keystone Wealth Services, LLC	8.12K	Jun 30, 26	-1	0.08%
MML INVESTORS SERVICES, LLC	8.07K	Jun 30, 26	+282	0.08%
FMR LLC	7.18K	Jun 30, 26	+1.75K	0.07%
United Advisor Group, LLC	7.16K	Jun 30, 26	+5	0.07%
Southland Equity Partners LLC	6.83K	Jun 30, 26	-77	0.07%
Catalyst Investment Management LLC	6.67K	Jun 30, 26	--	0.07%
GTS SECURITIES LLC	6.67K	Jun 30, 26	-9.57K	0.07%
BELLEVUE ASSET MANAGEMENT, LLC	6.03K	Jun 30, 26	-297	0.06%
Rathbones Group PLC	5.43K	Jun 30, 26	+215	0.06%
Steward Partners Investment Advisory, LLC	5.38K	Jun 30, 26	--	0.05%
Bensler, LLC	5.36K	Jun 30, 26	+249	0.05%
FLOW TRADERS U.S. LLC	4.78K	Jun 30, 26	+4.78K	0.05%
Three Seasons Wealth, LLC	4.74K	Jun 30, 26	--	0.05%
B. Riley Wealth Advisors, Inc.	4.71K	Jun 30, 26	-248	0.05%
IHT Wealth Management, LLC	4.57K	Jun 30, 26	+6	0.05%
US BANCORP \DE\	4.51K	Jun 30, 26	-4	0.05%
Higgins & Schmidt Wealth Strategies LLC	4.49K	Jun 30, 26	-135	0.05%
WORLD EQUITY GROUP, INC.	4.33K	Jun 30, 26	+462	0.04%
Integrated Wealth Concepts LLC	4.31K	Jun 30, 26	+2.28K	0.04%
Sigma Planning Corp	3.69K	Jun 30, 26	+61	0.04%
Moors & Cabot, Inc.	3.58K	Jun 30, 26	+2	0.04%
KPP Advisory Services LLC	3.46K	Jun 30, 26	--	0.04%
Belpointe Asset Management LLC	3.41K	Jun 30, 26	+56	0.03%
Hilton Head Capital Partners, LLC	3.40K	Jun 30, 26	-863	0.03%
Farther Finance Advisors, LLC	3.39K	Jun 30, 26	-149	0.03%
TCFG Investment Advisors, LLC	3.38K	Jun 30, 26	-2	0.03%
Mariner, LLC	3.24K	Jun 30, 26	--	0.03%
National Wealth Management Group, LLC	3.23K	Jun 30, 26	-134	0.03%
GREAT VALLEY ADVISOR GROUP, INC.	3.23K	Jun 30, 26	--	0.03%
Geneos Wealth Management Inc.	3.19K	Jun 30, 26	--	0.03%
Morey & Quinn Wealth Partners, LLC	3.12K	Jun 30, 26	+342	0.03%
Element Wealth, LLC	3.01K	Jun 30, 26	-7	0.03%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	2.90K	Jun 30, 26	--	0.03%
Park Edge Advisors, LLC	2.89K	Jun 30, 26	+4	0.03%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	2.86K	Jun 30, 26	--	0.03%
PRIVATE TRUST CO NA	2.75K	Jun 30, 26	+68	0.03%
Quantum Private Wealth, LLC	2.74K	Jun 30, 26	--	0.03%
Cresset Asset Management, LLC	2.65K	Jun 30, 26	+2.65K	0.03%
Cerity Partners LLC	2.64K	Jun 30, 26	+2.64K	0.03%
Apollon Wealth Management, LLC	2.57K	Jun 30, 26	-500	0.03%
PNC FINANCIAL SERVICES GROUP, INC.	2.54K	Jun 30, 26	-840	0.03%
CONDOR CAPITAL MANAGEMENT	2.46K	Jun 30, 26	--	0.02%
FIRST TRUST ADVISORS LP	2.43K	Jun 30, 26	-30.10K	0.02%
Waverly Advisors, LLC	2.42K	Jun 30, 26	--	0.02%
Krilogy Financial LLC	2.41K	Jun 30, 26	--	0.02%
Rubicon Advisors, GP	2.37K	Jun 30, 26	+4	0.02%
HighPoint Advisor Group LLC	2.33K	Jun 30, 26	+2	0.02%
WEDBUSH SECURITIES INC	2.27K	Jun 30, 26	+142	0.02%
CRUX WEALTH ADVISORS	2.27K	Jun 30, 26	-49	0.02%
Empirical Asset Management, LLC	2.27K	Jun 30, 26	-116	0.02%
Pinnacle Financial Partners, Inc.	2.25K	Jun 30, 26	--	0.02%
Cedrus Wealth Group LLC	2.25K	Jun 30, 26	-192	0.02%
Intrua Financial, LLC	2.17K	Jun 30, 26	-50	0.02%
KINGSWOOD WEALTH ADVISORS, LLC	2.15K	Jun 30, 26	+50	0.02%
MAI Capital Management	2.10K	Jun 30, 26	--	0.02%
Kingsview Wealth Management, LLC	2.08K	Jun 30, 26	+70	0.02%
FAS Wealth Partners, Inc.	2.03K	Jun 30, 26	-145	0.02%
TITLEIST ASSET MANAGEMENT, LLC	2.02K	Jun 30, 26	-27	0.02%
RM Financial Services, LLC	2.00K	Jun 30, 26	--	0.02%
XML Financial, LLC	1.99K	Jun 30, 26	+1.99K	0.02%
WESTWOOD HOLDINGS GROUP INC	1.98K	Jun 30, 26	--	0.02%
Ameritas Advisory Services, LLC	1.95K	Jun 30, 26	+339	0.02%
Cornerstone Financial Group, LLC /NE/	1.92K	Jun 30, 26	+3	0.02%
Richmond Investment Services, LLC	1.91K	Jun 30, 26	-2.02K	0.02%
CENTAURUS FINANCIAL, INC.	1.90K	Jun 30, 26	-250	0.02%
CAHILL FINANCIAL ADVISORS INC	1.89K	Jun 30, 26	-86	0.02%
MERCER GLOBAL ADVISORS INC /ADV	1.88K	Jun 30, 26	-510	0.02%
TRUEFG, LLC	1.86K	Jun 30, 26	--	0.02%
INDEPENDENT FINANCIAL GROUP, LLC	1.82K	Jun 30, 26	--	0.02%
Farrell Financial LLC	1.79K	Jun 30, 26	+2	0.02%
Vestmark Advisory Solutions, Inc.	1.78K	Jun 30, 26	-87	0.02%
Mount Yale Investment Advisors, LLC	1.78K	Jun 30, 26	-88	0.02%
Independent Wealth Network Inc.	1.77K	Jun 30, 26	+184	0.02%
Trueblood Wealth Management, LLC	1.77K	Jun 30, 26	+3	0.02%
American Institute for Advanced Investment Management, LLP	1.75K	Jun 30, 26	--	0.02%
AE Wealth Management LLC	1.75K	Jun 30, 26	+133	0.02%
HM PAYSON & CO	1.74K	Jun 30, 26	--	0.02%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	1.70K	Jun 30, 26	--	0.02%
M3 Advisory Group, LLC	1.70K	Jun 30, 26	+3	0.02%
AMERIFLEX GROUP, INC.	1.70K	Jun 30, 26	+3	0.02%
Pinnacle Wealth Planning Services, Inc.	1.68K	Jun 30, 26	-419	0.02%
Allworth Financial LP	1.66K	Jun 30, 26	+1	0.02%
Aspen Capital Management, LLC	1.65K	Jun 30, 26	-436	0.02%
BKA Wealth Consulting, Inc.	1.63K	Jun 30, 26	+2	0.02%
STRATEGY ASSET MANAGERS LLC	1.61K	Jun 30, 26	--	0.02%
ZWJ INVESTMENT COUNSEL INC	1.58K	Jun 30, 26	--	0.02%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	1.52K	Jun 30, 26	+1.52K	0.02%
StoneX Group Inc.	1.51K	Jun 30, 26	-672	0.02%
NBC SECURITIES, INC.	1.47K	Jun 30, 26	--	0.01%
NICOLET BANKSHARES INC	1.47K	Jun 30, 26	+1.47K	0.01%
Boston Standard Wealth Management, LLC	1.40K	Jun 30, 26	+1.40K	0.01%
Sound Income Strategies, LLC	1.39K	Jun 30, 26	--	0.01%
JPMORGAN CHASE & CO	1.34K	Jun 30, 26	-4.33K	0.01%
WHITTIER TRUST CO OF NEVADA INC	1.32K	Jun 30, 26	-178	0.01%
GAMMA Investing LLC	1.29K	Jun 30, 26	--	0.01%
IFP Advisors, Inc	1.18K	Jun 30, 26	--	0.01%
ASSETMARK, INC	1.12K	Jun 30, 26	+81	0.01%
SRS Capital Advisors, Inc.	1.06K	Jun 30, 26	-7	0.01%
COMPASS FINANCIAL MANAGEMENT LLC	1.02K	Jun 30, 26	+1.02K	0.01%
Parallel Advisors, LLC	982	Jun 30, 26	-71	0.01%
Larson Financial Group LLC	913	Jun 30, 26	-17	0.01%
UBS ASSET MANAGEMENT AMERICAS INC	912	Jun 30, 26	--	0.01%
Tidemark, LLC	889	Jun 30, 26	--	0.01%
Private Wealth Asset Management, LLC	854	Jun 30, 26	--	0.01%
CITIGROUP INC	742	Jun 30, 26	--	0.01%
MidFirst Bank	732	Jun 30, 26	--	0.01%
CITY HOLDING CO	725	Jun 30, 26	--	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	680	Jun 30, 26	--	0.01%
MPWM ADVISORY SOLUTIONS, LLC	676	Jun 30, 26	-914	0.01%
Global Retirement Partners, LLC	577	Jun 30, 26	+577	0.01%
MARSHALL INVESTMENT MANAGEMENT, LLC	542	Jun 30, 26	+1	0.01%
IFG Advisory, LLC	415	Jun 30, 26	--	0.00%
Atlantic Union Bankshares Corp	387	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	340	Jun 30, 26	+340	0.00%
Golden State Wealth Management, LLC	304	Jun 30, 26	+1	0.00%
BankPlus Trust Department	290	Jun 30, 26	--	0.00%
Key FInancial Inc	289	Jun 30, 26	--	0.00%
ALERUS FINANCIAL NA	258	Jun 30, 26	--	0.00%
MTM Investment Management, LLC	243	Jun 30, 26	--	0.00%
Golden State Equity Partners	242	Jun 30, 26	--	0.00%
Russell Investments Group, Ltd.	238	Jun 30, 26	-7	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	237	Jun 30, 26	+237	0.00%
MATHER GROUP, LLC.	199	Jun 30, 26	--	0.00%
FINANCIAL CONSULATE, INC	185	Jun 30, 26	--	0.00%
MCDONALD PARTNERS LLC	150	Jun 30, 26	+150	0.00%
CoreCap Advisors, LLC	136	Jun 30, 26	-10	0.00%
Transamerica Financial Advisors, Inc.	135	Jun 30, 26	-5.96K	0.00%
Trifecta Capital Advisors, LLC	134	Jun 30, 26	--	0.00%
Financial Perspectives, Inc	130	Jun 30, 26	--	0.00%
Investors Portfolio Services LLC	120	Jun 30, 26	--	0.00%
Decker Retirement Planning Inc.	106	Jun 30, 26	+106	0.00%
Smartleaf Asset Management LLC	101	Jun 30, 26	--	0.00%
Kozak & Associates, Inc.	95	Jun 30, 26	--	0.00%
Salomon & Ludwin, LLC	90	Jun 30, 26	--	0.00%
Pinnacle Bancorp, Inc.	90	Jun 30, 26	--	0.00%
SJS Investment Consulting Inc.	87	Jun 30, 26	--	0.00%
Quest 10 Wealth Builders, Inc.	75	Jun 30, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	75	Jun 30, 26	+75	0.00%
Luminist Capital LLC	53	Jun 30, 26	+53	0.00%
Nemes Rush Group LLC	41	Jun 30, 26	--	0.00%
Continuum Advisory, LLC	32	Jun 30, 26	+32	0.00%
Paladin Advisory Group, LLC	31	Jun 30, 26	--	0.00%
MCGUIRE CAPITAL ADVISORS INC	18	Jun 30, 26	--	0.00%
Kingdom Financial Group LLC.	15	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	12	Jun 30, 26	--	0.00%
HHM Wealth Advisors, LLC	3	Jun 30, 26	+3	0.00%
POTENTIA WEALTH	--	Jun 30, 26	-7.12K	--
Independent Advisor Alliance	--	Jun 30, 26	-9.59K	--
Virtu Financial LLC	--	Jun 30, 26	-5.14K	--
GOLDMAN SACHS GROUP INC	--	Jun 30, 26	-6.66K	--
Lloyd Advisory Services, LLC.	--	Jun 30, 26	-15	--
MONECO Advisors, LLC	--	Jun 30, 26	-3.62K	--
Silver Grove Financial Group, Inc.	--	Jun 30, 26	-74	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-118	--
Advisory Services Network, LLC	--	Jun 30, 26	-1.99K	--
Arkos Global Advisors	--	Jun 30, 26	-1.06K	--
BKM Wealth Management, LLC	--	Jun 30, 26	-1.97K	--
PFG Advisors	--	Jun 30, 26	-3.67K	--
CWM, LLC	4.50K	Mar 31, 26	-30	0.05%
TCFG WEALTH MANAGEMENT, LLC	3.38K	Mar 31, 26	--	0.03%
Anchor Investment Management, LLC	273	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	207	Mar 31, 26	+1	0.00%
COMERICA BANK	16.38K	Dec 31, 25	-2.82K	0.17%
CIBC Private Wealth Group, LLC	122	Dec 31, 25	--	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-7.84K	--
AVANTAX ADVISORY SERVICES, INC.	23.15K	Jun 30, 25	-3.98K	0.23%
Priebe Wealth Holdings LLC	8.46K	Jun 30, 25	-9.57K	0.09%
Elios Financial Group Inc.	2.28K	Jun 30, 25	-3	0.02%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-2.45K	--
Sandy Spring Bank	387	Mar 31, 25	--	0.00%
Lindbrook Capital, LLC	275	Mar 31, 25	--	0.00%
AlphaMark Advisors, LLC	820	Dec 31, 24	-70	0.01%
Raymond James Financial Services Advisors, Inc.	289.98K	Sep 30, 24	-11.96K	2.94%
RAYMOND JAMES & ASSOCIATES	206.66K	Sep 30, 24	-23.00K	2.10%
Kowal Investment Group, LLC	6.44K	Sep 30, 24	-462	0.07%
CEDRUS LLC	3.35K	Sep 30, 24	+3.35K	0.03%
BENJAMIN F. EDWARDS & COMPANY, INC.	59.19K	Jun 30, 24	-16.54K	0.60%
ICA Group Wealth Management, LLC	106	Jun 30, 24	-4.86K	0.00%
Cetera Advisors LLC	100.45K	Mar 31, 24	+76.03K	1.02%
Cetera Advisor Networks LLC	23.53K	Mar 31, 24	-169	0.24%
Coppell Advisory Solutions Corp.	2.20K	Mar 31, 24	+2.20K	0.02%
DB Wealth Management Group, LLC	1.06K	Dec 31, 23	--	0.01%
BEDEL FINANCIAL CONSULTING INC	16.90K	Sep 30, 23	+16.90K	0.17%
COMERICA SECURITIES,INC.	3.36K	Sep 30, 23	-26	0.03%
Kistler-Tiffany Companies, LLC	4.67K	Jun 30, 23	--	0.05%
Ten Capital Wealth Advisors, LLC	2.71K	Jun 30, 23	-481	0.03%
BDO Wealth Advisors, LLC	166	Jun 30, 23	--	0.00%
S.C. Financial Services, Inc.	2.99K	Dec 31, 22	+72	0.03%
American Portfolios Advisors	4.04K	Sep 30, 22	-456	0.04%
Strategic Asset Management, LLC	837	Sep 30, 22	--	0.01%
MUFG Americas Holdings Corp	202	Sep 30, 22	--	0.00%
Covington Capital Management	112	Sep 30, 22	--	0.00%
Titus Wealth Management	3.75K	Jun 30, 22	+100	0.04%
Holloway Wealth Management, LLC	33.46K	Mar 31, 22	-4.36K	0.34%
NEXT Financial Group, Inc	533	Dec 31, 21	+479	0.01%
Ameritas Investment Company, LLC	2.08K	Sep 30, 21	+1	0.02%
Sonora Investment Management, LLC	148	Sep 30, 21	--	0.00%
Winslow, Evans & Crocker, Inc.	453	Dec 31, 20	+418	0.00%
First Allied Advisory Services, Inc.	22.24K	Sep 30, 20	+2.54K	0.23%
Advisor Group, Inc.	84.49K	Dec 31, 19	+5.63K	0.86%
LADENBURG THALMANN FINANCIAL SERVICES INC.	34.80K	Dec 31, 19	-505	0.35%
BB&T SECURITIES, LLC	37.17K	Sep 30, 19	-60	0.38%
HL FINANCIAL SERVICES LLC	88.97K	Mar 31, 19	+12.78K	0.90%
RELIANCE TRUST CO OF DELAWARE	4.45K	Mar 31, 19	+4.45K	0.05%
COMERICA SECURITIES INC	7.06K	Dec 31, 18	+544	0.07%
SII INVESTMENTS INC/WI	25.37K	Dec 31, 17	+25.37K	0.26%
IFC Holdings Incorporated/FL	16.96K	Dec 31, 17	-22.99K	0.17%
BB&T INVESTMENT SERVICES, INC.	40	Dec 31, 17	+40	0.00%
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-16.18K	--
NATIONAL PLANNING CORP	--	Dec 31, 17	-6.06K	--
GIRARD SECURITIES, INC.	12.70K	Sep 30, 17	-224	0.13%
Commonwealth Equity Services, Inc	72.26K	Jun 30, 17	+1.23K	0.73%
Virtu KCG Holdings LLC	10.72K	Jun 30, 17	-1.49K	0.11%
WFG Advisors, LP	2.81K	Jun 30, 17	+387	0.03%
Integrated Wealth Management	23.57K	Mar 31, 17	+16.88K	0.24%
MSI Financial Services Inc	20.33K	Dec 31, 16	+785	0.21%
VSR Financial Services, Inc.	83.87K	Jun 30, 16	+70.35K	0.85%
SMITH HAYES Advisers, Inc	26.81K	Dec 31, 15	-2.18K	0.27%
SOUTH GEORGIA CAPITAL, LLC	280	Sep 30, 15	--	0.00%
MANAGED ACCOUNT ADVISORS LLC	10.51K	Jun 30, 15	+4.21K	0.11%
BAIRD ROBERT W & CO INC /WI/	160.80K	Mar 31, 15	+17.07K	1.63%
Placemark Investments, Inc.	35.66K	Dec 31, 14	+17.80K	0.36%
NEW ENGLAND SECURITIES CORP /MA/	7.94K	Dec 31, 14	-848	0.08%
UBS AG	1.21M	Sep 30, 14	-20.26K	12.31%
STIFEL NICOLAUS & CO INC \MO\	45.11K	Sep 30, 13	+18.83K	0.46%
KNIGHT CAPITAL GROUP LLC	20.01K	Jun 30, 13	+6.04K	0.20%
First Allied Securities, Inc.	100	Jun 30, 12	--	0.00%

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Holder

Date

Change

% Held

MORGAN STANLEY

1.11M

Jun 30, 26

+30.28K

11.27%

LPL Financial LLC

1.04M

Jun 30, 26

+77.97K

10.55%

WELLS FARGO & COMPANY/MN

708.17K

Jun 30, 26

-11.74K

7.18%

RAYMOND JAMES FINANCIAL INC

438.10K

Jun 30, 26

-3.45K

4.44%

ROYAL BANK OF CANADA

295.65K

Jun 30, 26

+21.70K

3.00%

Cetera Investment Advisers

209.53K

Jun 30, 26

+11.40K

2.12%

BANK OF AMERICA CORP /DE/

208.41K

Jun 30, 26

+2.84K

2.11%

UBS Group AG

199.16K

Jun 30, 26

-8.52K

2.02%

Baird Financial Group, Inc.

160.82K

Jun 30, 26

+3.83K

1.63%

Three Cord True Wealth Management, LLC

144.92K

Jun 30, 26

+8.14K

1.47%

HighTower Advisors, LLC

121.04K

Jun 30, 26

+422

1.23%

STIFEL FINANCIAL CORP

89.45K

Jun 30, 26

-1.47K

0.91%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

79.12K

Jun 30, 26

+2.73K

0.80%

Per Stirling Capital Management, LLC.

78.95K

Jun 30, 26

+2.10K

0.80%

Kestra Advisory Services, LLC

73.33K

Jun 30, 26

-601

0.74%

PERRYMAN FINANCIAL ADVISORY INC /AD

71.10K

Jun 30, 26

+892

0.72%

COMMONWEALTH EQUITY SERVICES, LLC

68.56K

Jun 30, 26

+1.12K

0.70%

Chicago Partners Investment Group LLC

59.34K

Jun 30, 26

-727

0.60%

ADVISOR GROUP HOLDINGS, INC.

52.14K

Jun 30, 26

-1.95K

0.53%

KESTRA PRIVATE WEALTH SERVICES, LLC

47.09K

Jun 30, 26

+472

0.48%

Sanctuary Advisors, LLC

45.15K

Jun 30, 26

+1.96K

0.46%

D.A. DAVIDSON & CO.

44.43K

Jun 30, 26

+57

0.45%

ENVESTNET ASSET MANAGEMENT INC

40.47K

Jun 30, 26

+2.45K

0.41%

Stratos Wealth Partners, LTD.

39.90K

Jun 30, 26

+143

0.40%

WILEY BROS.-AINTREE CAPITAL, LLC

39.54K

Jun 30, 26

+23.23K

0.40%

Western Wealth Management, LLC

38.90K

Jun 30, 26

+1.21K

0.39%

BENJAMIN EDWARDS INC

34.93K

Jun 30, 26

+13.86K

0.35%

Private Advisor Group, LLC

34.55K

Jun 30, 26

+8.13K

0.35%

Cambridge Investment Research Advisors, Inc.

33.71K

Jun 30, 26

-205

0.34%

Janney Montgomery Scott LLC

32.34K

Jun 30, 26

-1.07K

0.33%

HARBOUR INVESTMENTS, INC.

27.42K

Jun 30, 26

+1.65K

0.28%

Prospera Financial Services Inc

25.64K

Jun 30, 26

-2.40K

0.26%

Proactive Wealth Strategies LLC

22.63K

Jun 30, 26

+41

0.23%

FSM Wealth Advisors, LLC

22.27K

Jun 30, 26

-1.05K

0.23%

Solutions 4 Wealth, Ltd

21.66K

Jun 30, 26

-591

0.22%

Lakeridge Wealth Management LLC

21.58K

Jun 30, 26

-4.60K

0.22%

Snowden Capital Advisors LLC

19.81K

Jun 30, 26

-485

0.20%

CITIZENS FINANCIAL GROUP INC/RI

18.28K

Jun 30, 26

+12

0.19%

TRUIST FINANCIAL CORP

18.05K

Jun 30, 26

-489

0.18%

Perigon Wealth Management, LLC

16.91K

Jun 30, 26

0.17%

Rockefeller Capital Management L.P.

16.86K

Jun 30, 26

-192

0.17%

Fortress Wealth Group, LLC

16.66K

Jun 30, 26

-413

0.17%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

16.59K

Jun 30, 26

-2.19K

0.17%

FIFTH THIRD BANCORP

16.27K

Jun 30, 26

+251

0.17%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

15.97K

Jun 30, 26

+3.54K

0.16%

Bedel Financial Consulting, Inc.

15.70K

Jun 30, 26

0.16%

JONES FINANCIAL COMPANIES LLLP

15.08K

Jun 30, 26

+1.12K

0.15%

OPPENHEIMER & CO INC

14.99K

Jun 30, 26

-10

0.15%

COZAD ASSET MANAGEMENT INC

12.27K

Jun 30, 26

+51

0.12%

Purus Wealth Management, LLC

12.25K

Jun 30, 26

+5.18K

0.12%

Kaydan Wealth Management, Inc.

12.11K

Jun 30, 26

+118

0.12%

Creative Planning

11.98K

Jun 30, 26

-57

0.12%

STEPHENS INC /AR/

10.79K

Jun 30, 26

0.11%

DHJJ Financial Advisors, Ltd.

10.51K

Jun 30, 26

+14

0.11%

NewEdge Advisors, LLC

10.44K

Jun 30, 26

-717

0.11%

PARK NATIONAL CORP /OH/

10.10K

Jun 30, 26

-85

0.10%

Triumph Capital Management

9.95K

Jun 30, 26

+504

0.10%

AssuredPartners Investment Advisors, LLC

9.57K

Jun 30, 26

-594

0.10%

LVZ, Inc.

9.27K

Jun 30, 26

-501

0.09%

Equitable Holdings, Inc.

9.14K

Jun 30, 26

+53

0.09%

J.W. COLE ADVISORS, INC.

9.11K

Jun 30, 26

-628

0.09%

Keystone Financial Group

9.08K

Jun 30, 26

+9.08K

0.09%

PACIFIC SUN FINANCIAL CORP

8.54K

Jun 30, 26

-560

0.09%

Sterling Investment Advisors, Ltd.

8.45K

Jun 30, 26

-500

0.09%

Keystone Wealth Services, LLC

8.12K

Jun 30, 26

-1

0.08%

MML INVESTORS SERVICES, LLC

8.07K

Jun 30, 26

+282

0.08%

FMR LLC

7.18K

Jun 30, 26

+1.75K

0.07%

United Advisor Group, LLC

7.16K

Jun 30, 26

0.07%

Southland Equity Partners LLC

6.83K

Jun 30, 26

-77

0.07%

Catalyst Investment Management LLC

6.67K

Jun 30, 26

0.07%

GTS SECURITIES LLC

6.67K

Jun 30, 26

-9.57K

0.07%

BELLEVUE ASSET MANAGEMENT, LLC

6.03K

Jun 30, 26

-297

0.06%

Rathbones Group PLC

5.43K

Jun 30, 26

+215

0.06%

Steward Partners Investment Advisory, LLC

5.38K

Jun 30, 26

0.05%

Bensler, LLC

5.36K

Jun 30, 26

+249

0.05%

FLOW TRADERS U.S. LLC

4.78K

Jun 30, 26

+4.78K

0.05%

Three Seasons Wealth, LLC

4.74K

Jun 30, 26

0.05%

B. Riley Wealth Advisors, Inc.

4.71K

Jun 30, 26

-248

0.05%

IHT Wealth Management, LLC

4.57K

Jun 30, 26

0.05%

US BANCORP \DE\

4.51K

Jun 30, 26

-4

0.05%

Higgins & Schmidt Wealth Strategies LLC

4.49K

Jun 30, 26

-135

0.05%

WORLD EQUITY GROUP, INC.

4.33K

Jun 30, 26

+462

0.04%

Integrated Wealth Concepts LLC

4.31K

Jun 30, 26

+2.28K

0.04%

Sigma Planning Corp

3.69K

Jun 30, 26

+61

0.04%

Moors & Cabot, Inc.

3.58K

Jun 30, 26

0.04%

KPP Advisory Services LLC

3.46K

Jun 30, 26

0.04%

Belpointe Asset Management LLC

3.41K

Jun 30, 26

+56

0.03%

Hilton Head Capital Partners, LLC

3.40K

Jun 30, 26

-863

0.03%

Farther Finance Advisors, LLC

3.39K

Jun 30, 26

-149

0.03%

TCFG Investment Advisors, LLC

3.38K

Jun 30, 26

-2

0.03%

Mariner, LLC

3.24K

Jun 30, 26

0.03%

National Wealth Management Group, LLC

3.23K

Jun 30, 26

-134

0.03%

GREAT VALLEY ADVISOR GROUP, INC.

3.23K

Jun 30, 26

0.03%

Geneos Wealth Management Inc.

3.19K

Jun 30, 26

0.03%

Morey & Quinn Wealth Partners, LLC

3.12K

Jun 30, 26

+342

0.03%

Element Wealth, LLC

3.01K

Jun 30, 26

-7

0.03%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

2.90K

Jun 30, 26

0.03%

Park Edge Advisors, LLC

2.89K

Jun 30, 26

0.03%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

2.86K

Jun 30, 26

0.03%

PRIVATE TRUST CO NA

2.75K

Jun 30, 26

+68

0.03%

Quantum Private Wealth, LLC

2.74K

Jun 30, 26

0.03%

Cresset Asset Management, LLC

2.65K

Jun 30, 26

+2.65K

0.03%

Cerity Partners LLC

2.64K

Jun 30, 26

+2.64K

0.03%

Apollon Wealth Management, LLC

2.57K

Jun 30, 26

-500

0.03%

PNC FINANCIAL SERVICES GROUP, INC.

2.54K

Jun 30, 26

-840

0.03%

CONDOR CAPITAL MANAGEMENT

2.46K

Jun 30, 26

0.02%

FIRST TRUST ADVISORS LP

2.43K

Jun 30, 26

-30.10K

0.02%

Waverly Advisors, LLC

2.42K

Jun 30, 26

0.02%

Krilogy Financial LLC

2.41K

Jun 30, 26

0.02%

Rubicon Advisors, GP

2.37K

Jun 30, 26

0.02%

HighPoint Advisor Group LLC

2.33K

Jun 30, 26

0.02%

WEDBUSH SECURITIES INC

2.27K

Jun 30, 26

+142

0.02%

CRUX WEALTH ADVISORS

2.27K

Jun 30, 26

-49

0.02%

Empirical Asset Management, LLC

2.27K

Jun 30, 26

-116

0.02%

Pinnacle Financial Partners, Inc.

2.25K

Jun 30, 26

0.02%

Cedrus Wealth Group LLC

2.25K

Jun 30, 26

-192

0.02%

Intrua Financial, LLC

2.17K

Jun 30, 26

-50

0.02%

KINGSWOOD WEALTH ADVISORS, LLC

2.15K

Jun 30, 26

+50

0.02%

MAI Capital Management

2.10K

Jun 30, 26

0.02%

Kingsview Wealth Management, LLC

2.08K

Jun 30, 26

+70

0.02%

FAS Wealth Partners, Inc.

2.03K

Jun 30, 26

-145

0.02%

TITLEIST ASSET MANAGEMENT, LLC

2.02K

Jun 30, 26

-27

0.02%

RM Financial Services, LLC

2.00K

Jun 30, 26

0.02%

XML Financial, LLC

1.99K

Jun 30, 26

+1.99K

0.02%

WESTWOOD HOLDINGS GROUP INC

1.98K

Jun 30, 26

0.02%

Ameritas Advisory Services, LLC

1.95K

Jun 30, 26

+339

0.02%

Cornerstone Financial Group, LLC /NE/

1.92K

Jun 30, 26

0.02%

Richmond Investment Services, LLC

1.91K

Jun 30, 26

-2.02K

0.02%

CENTAURUS FINANCIAL, INC.

1.90K

Jun 30, 26

-250

0.02%

CAHILL FINANCIAL ADVISORS INC

1.89K

Jun 30, 26

-86

0.02%

MERCER GLOBAL ADVISORS INC /ADV

1.88K

Jun 30, 26

-510

0.02%

TRUEFG, LLC

1.86K

Jun 30, 26

0.02%

INDEPENDENT FINANCIAL GROUP, LLC

1.82K

Jun 30, 26

0.02%

Farrell Financial LLC

1.79K

Jun 30, 26

0.02%

Vestmark Advisory Solutions, Inc.

1.78K

Jun 30, 26

-87

0.02%

Mount Yale Investment Advisors, LLC

1.78K

Jun 30, 26

-88

0.02%

Independent Wealth Network Inc.

1.77K

Jun 30, 26

+184

0.02%

Trueblood Wealth Management, LLC

1.77K

Jun 30, 26

0.02%

American Institute for Advanced Investment Management, LLP

1.75K

Jun 30, 26

0.02%

AE Wealth Management LLC

1.75K

Jun 30, 26

+133

0.02%

HM PAYSON & CO

1.74K

Jun 30, 26

0.02%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

1.70K

Jun 30, 26

0.02%

M3 Advisory Group, LLC

1.70K

Jun 30, 26

0.02%

AMERIFLEX GROUP, INC.

1.70K

Jun 30, 26

0.02%

Pinnacle Wealth Planning Services, Inc.

1.68K

Jun 30, 26

-419

0.02%

Allworth Financial LP

1.66K

Jun 30, 26

0.02%

Aspen Capital Management, LLC

1.65K

Jun 30, 26

-436

0.02%

BKA Wealth Consulting, Inc.

1.63K

Jun 30, 26

0.02%

STRATEGY ASSET MANAGERS LLC

1.61K

Jun 30, 26

0.02%

ZWJ INVESTMENT COUNSEL INC

1.58K

Jun 30, 26

0.02%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

1.52K

Jun 30, 26

+1.52K

0.02%

StoneX Group Inc.

1.51K

Jun 30, 26

-672

0.02%

NBC SECURITIES, INC.

1.47K

Jun 30, 26

0.01%

NICOLET BANKSHARES INC

1.47K

Jun 30, 26

+1.47K

0.01%

Boston Standard Wealth Management, LLC

1.40K

Jun 30, 26

+1.40K

0.01%

Sound Income Strategies, LLC

1.39K

Jun 30, 26

0.01%

JPMORGAN CHASE & CO

1.34K

Jun 30, 26

-4.33K

0.01%

WHITTIER TRUST CO OF NEVADA INC

1.32K

Jun 30, 26

-178

0.01%

GAMMA Investing LLC

1.29K

Jun 30, 26

0.01%

IFP Advisors, Inc

1.18K

Jun 30, 26

0.01%

ASSETMARK, INC

1.12K

Jun 30, 26

+81

0.01%

SRS Capital Advisors, Inc.

1.06K

Jun 30, 26

-7

0.01%

COMPASS FINANCIAL MANAGEMENT LLC

1.02K

Jun 30, 26

+1.02K

0.01%

Parallel Advisors, LLC

982

Jun 30, 26

-71

0.01%

Larson Financial Group LLC

913

Jun 30, 26

-17

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

912

Jun 30, 26

0.01%

Tidemark, LLC

889

Jun 30, 26

0.01%

Private Wealth Asset Management, LLC

854

Jun 30, 26

0.01%

CITIGROUP INC

742

Jun 30, 26

0.01%

MidFirst Bank

732

Jun 30, 26

0.01%

CITY HOLDING CO

725

Jun 30, 26

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

680

Jun 30, 26

0.01%

MPWM ADVISORY SOLUTIONS, LLC

676

Jun 30, 26

-914

0.01%

Global Retirement Partners, LLC

577

Jun 30, 26

+577

0.01%

MARSHALL INVESTMENT MANAGEMENT, LLC

542

Jun 30, 26

0.01%

IFG Advisory, LLC

415

Jun 30, 26

0.00%

Atlantic Union Bankshares Corp

387

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

340

Jun 30, 26

+340

0.00%

Golden State Wealth Management, LLC

304

Jun 30, 26

0.00%

BankPlus Trust Department

290

Jun 30, 26

0.00%

Key FInancial Inc

289

Jun 30, 26

0.00%

ALERUS FINANCIAL NA

258

Jun 30, 26

0.00%

MTM Investment Management, LLC

243

Jun 30, 26

0.00%

Golden State Equity Partners

242

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

238

Jun 30, 26

-7

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

237

Jun 30, 26

+237

0.00%

MATHER GROUP, LLC.

199

Jun 30, 26

0.00%

FINANCIAL CONSULATE, INC

185

Jun 30, 26

0.00%

MCDONALD PARTNERS LLC

150

Jun 30, 26

+150

0.00%

CoreCap Advisors, LLC

136

Jun 30, 26

-10

0.00%

Transamerica Financial Advisors, Inc.

135

Jun 30, 26

-5.96K

0.00%

Trifecta Capital Advisors, LLC

134

Jun 30, 26

0.00%

Financial Perspectives, Inc

130

Jun 30, 26

0.00%

Investors Portfolio Services LLC

120

Jun 30, 26

0.00%

Decker Retirement Planning Inc.

106

Jun 30, 26

+106

0.00%

Smartleaf Asset Management LLC

101

Jun 30, 26

0.00%

Kozak & Associates, Inc.

Jun 30, 26

0.00%

Salomon & Ludwin, LLC

Jun 30, 26

0.00%

Pinnacle Bancorp, Inc.

Jun 30, 26

0.00%

SJS Investment Consulting Inc.

Jun 30, 26

0.00%

Quest 10 Wealth Builders, Inc.

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

Jun 30, 26

+75

0.00%

Luminist Capital LLC

Jun 30, 26

+53

0.00%

Nemes Rush Group LLC

Jun 30, 26

0.00%

Continuum Advisory, LLC

Jun 30, 26

+32

0.00%

Paladin Advisory Group, LLC

Jun 30, 26

0.00%

MCGUIRE CAPITAL ADVISORS INC

Jun 30, 26

0.00%

Kingdom Financial Group LLC.

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

0.00%

HHM Wealth Advisors, LLC

Jun 30, 26

0.00%

POTENTIA WEALTH

Jun 30, 26

-7.12K

Independent Advisor Alliance

Jun 30, 26

-9.59K

Virtu Financial LLC

Jun 30, 26

-5.14K

GOLDMAN SACHS GROUP INC

Jun 30, 26

-6.66K

Lloyd Advisory Services, LLC.

Jun 30, 26

-15

MONECO Advisors, LLC

Jun 30, 26

-3.62K

Silver Grove Financial Group, Inc.

Jun 30, 26

-74

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-118

Advisory Services Network, LLC

Jun 30, 26

-1.99K

Arkos Global Advisors

Jun 30, 26

-1.06K

BKM Wealth Management, LLC

Jun 30, 26

-1.97K

PFG Advisors

Jun 30, 26

-3.67K

CWM, LLC

4.50K

Mar 31, 26

-30

0.05%

TCFG WEALTH MANAGEMENT, LLC

3.38K

Mar 31, 26

0.03%

Anchor Investment Management, LLC

273

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

207

Mar 31, 26

0.00%

COMERICA BANK

16.38K

Dec 31, 25

-2.82K

0.17%

CIBC Private Wealth Group, LLC

122

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-7.84K

AVANTAX ADVISORY SERVICES, INC.

23.15K

Jun 30, 25

-3.98K

0.23%

Priebe Wealth Holdings LLC

8.46K

Jun 30, 25

-9.57K

0.09%

Elios Financial Group Inc.

2.28K

Jun 30, 25

-3

0.02%

Atria Wealth Solutions, Inc.

Jun 30, 25

-2.45K

Sandy Spring Bank

387

Mar 31, 25

0.00%

Lindbrook Capital, LLC

275

Mar 31, 25

0.00%

AlphaMark Advisors, LLC

820

Dec 31, 24

-70

0.01%

Raymond James Financial Services Advisors, Inc.

289.98K

Sep 30, 24

-11.96K

2.94%

RAYMOND JAMES & ASSOCIATES

206.66K

Sep 30, 24

-23.00K

2.10%

Kowal Investment Group, LLC

6.44K

Sep 30, 24

-462

0.07%

CEDRUS LLC

3.35K

Sep 30, 24

+3.35K

0.03%

BENJAMIN F. EDWARDS & COMPANY, INC.

59.19K

Jun 30, 24

-16.54K

0.60%

ICA Group Wealth Management, LLC

106

Jun 30, 24

-4.86K

0.00%

Cetera Advisors LLC

100.45K

Mar 31, 24

+76.03K

1.02%

Cetera Advisor Networks LLC

23.53K

Mar 31, 24

-169

0.24%

Coppell Advisory Solutions Corp.

2.20K

Mar 31, 24

+2.20K

0.02%

DB Wealth Management Group, LLC

1.06K

Dec 31, 23

0.01%

BEDEL FINANCIAL CONSULTING INC

16.90K

Sep 30, 23

+16.90K

0.17%

COMERICA SECURITIES,INC.

3.36K

Sep 30, 23

-26

0.03%

Kistler-Tiffany Companies, LLC

4.67K

Jun 30, 23

0.05%

Ten Capital Wealth Advisors, LLC

2.71K

Jun 30, 23

-481

0.03%

BDO Wealth Advisors, LLC

166

Jun 30, 23

0.00%

S.C. Financial Services, Inc.

2.99K

Dec 31, 22

+72

0.03%

American Portfolios Advisors

4.04K

Sep 30, 22

-456

0.04%

Strategic Asset Management, LLC

837

Sep 30, 22

0.01%

MUFG Americas Holdings Corp

202

Sep 30, 22

0.00%

Covington Capital Management

112

Sep 30, 22

0.00%

Titus Wealth Management

3.75K

Jun 30, 22

+100

0.04%

Holloway Wealth Management, LLC

33.46K

Mar 31, 22

-4.36K

0.34%

NEXT Financial Group, Inc

533

Dec 31, 21

+479

0.01%

Ameritas Investment Company, LLC

2.08K

Sep 30, 21

0.02%

Sonora Investment Management, LLC

148

Sep 30, 21

0.00%

Winslow, Evans & Crocker, Inc.

453

Dec 31, 20

+418

0.00%

First Allied Advisory Services, Inc.

22.24K

Sep 30, 20

+2.54K

0.23%

Advisor Group, Inc.

84.49K

Dec 31, 19

+5.63K

0.86%

LADENBURG THALMANN FINANCIAL SERVICES INC.

34.80K

Dec 31, 19

-505

0.35%

BB&T SECURITIES, LLC

37.17K

Sep 30, 19

-60

0.38%

HL FINANCIAL SERVICES LLC

88.97K

Mar 31, 19

+12.78K

0.90%

RELIANCE TRUST CO OF DELAWARE

4.45K

Mar 31, 19

+4.45K

0.05%

COMERICA SECURITIES INC

7.06K

Dec 31, 18

+544

0.07%

SII INVESTMENTS INC/WI

25.37K

Dec 31, 17

+25.37K

0.26%

IFC Holdings Incorporated/FL

16.96K

Dec 31, 17

-22.99K

0.17%

BB&T INVESTMENT SERVICES, INC.

Dec 31, 17

+40

0.00%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-16.18K

NATIONAL PLANNING CORP

Dec 31, 17

-6.06K

GIRARD SECURITIES, INC.

12.70K

Sep 30, 17

-224

0.13%

Commonwealth Equity Services, Inc

72.26K

Jun 30, 17

+1.23K

0.73%

Virtu KCG Holdings LLC

10.72K

Jun 30, 17

-1.49K

0.11%

WFG Advisors, LP

2.81K

Jun 30, 17

+387

0.03%

Integrated Wealth Management

23.57K

Mar 31, 17

+16.88K

0.24%

MSI Financial Services Inc

20.33K

Dec 31, 16

+785

0.21%

VSR Financial Services, Inc.

83.87K

Jun 30, 16

+70.35K

0.85%

SMITH HAYES Advisers, Inc

26.81K

Dec 31, 15

-2.18K

0.27%

SOUTH GEORGIA CAPITAL, LLC

280

Sep 30, 15

0.00%

MANAGED ACCOUNT ADVISORS LLC

10.51K

Jun 30, 15

+4.21K

0.11%

BAIRD ROBERT W & CO INC /WI/

160.80K

Mar 31, 15

+17.07K

1.63%

Placemark Investments, Inc.

35.66K

Dec 31, 14

+17.80K

0.36%

NEW ENGLAND SECURITIES CORP /MA/

7.94K

Dec 31, 14

-848

0.08%

UBS AG

1.21M

Sep 30, 14

-20.26K

12.31%

STIFEL NICOLAUS & CO INC \MO\

45.11K

Sep 30, 13

+18.83K

0.46%

KNIGHT CAPITAL GROUP LLC

20.01K

Jun 30, 13

+6.04K

0.20%

First Allied Securities, Inc.

100

Jun 30, 12

0.00%