First Trust Institutional Preferred Securities & Income ETF(FPEI)

$18.59—Stale · unknown old

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First Trust Institutional Preferred Securities & Income ETF(FPEI)

NYSE • Last print unknown ago

$18.59—Stale · unknown old

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FPEI(FPEI)

FPEI

Institutional Ownership

Top 265 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	19.79M	Jun 30, 26	-139.40K	19.76%
UBS Group AG	9.98M	Jun 30, 26	+184.12K	9.97%
BANK OF AMERICA CORP /DE/	6.01M	Jun 30, 26	-3.13K	6.01%
ROYAL BANK OF CANADA	5.32M	Jun 30, 26	-55.39K	5.31%
LPL Financial LLC	4.50M	Jun 30, 26	+220.17K	4.50%
SMITH CHAS P & ASSOCIATES PA CPAS	2.37M	Jun 30, 26	-50.81K	2.37%
NewEdge Advisors, LLC	2.27M	Jun 30, 26	+77.99K	2.27%
RAYMOND JAMES FINANCIAL INC	2.07M	Jun 30, 26	-3.54K	2.07%
Montis Financial, LLC	1.90M	Jun 30, 26	+87.05K	1.90%
ENVESTNET ASSET MANAGEMENT INC	1.70M	Jun 30, 26	+112.78K	1.70%
TRUIST FINANCIAL CORP	1.61M	Jun 30, 26	+137.87K	1.60%
Legacy Edge Advisors, LLC	1.26M	Jun 30, 26	+46.78K	1.26%
FUKOKU MUTUAL LIFE INSURANCE Co	1.26M	Jun 30, 26	--	1.26%
Annex Advisory Services, LLC	1.15M	Jun 30, 26	+120.69K	1.14%
CITIZENS FINANCIAL GROUP INC/RI	997.53K	Jun 30, 26	+1.50K	1.00%
ADVISOR GROUP HOLDINGS, INC.	770.22K	Jun 30, 26	+67.05K	0.77%
Cetera Investment Advisers	704.38K	Jun 30, 26	+30.52K	0.70%
Essex LLC	647.80K	Jun 30, 26	+1.97K	0.65%
FIDUCIARY FINANCIAL ADVISORS	632.34K	Jun 30, 26	+632.34K	0.63%
INTEGRAL INVESTMENT ADVISORS, INC.	623.02K	Jun 30, 26	+8.10K	0.62%
HighTower Advisors, LLC	544.88K	Jun 30, 26	+21.41K	0.54%
McAdam, LLC	539.08K	Jun 30, 26	+290.65K	0.54%
Geneos Wealth Management Inc.	499.25K	Jun 30, 26	+11.57K	0.50%
Baird Financial Group, Inc.	470.81K	Jun 30, 26	-161.18K	0.47%
PARK NATIONAL CORP /OH/	453.86K	Jun 30, 26	+318.03K	0.45%
Legacy CG, LLC	431.77K	Jun 30, 26	+16.12K	0.43%
JPMORGAN CHASE & CO	399.89K	Jun 30, 26	-17.43K	0.40%
COMMONWEALTH EQUITY SERVICES, LLC	378.95K	Jun 30, 26	+29.28K	0.38%
Elevated Capital Advisors, LLC	372.94K	Jun 30, 26	+5.45K	0.37%
Key FInancial Inc	368.27K	Jun 30, 26	-27.28K	0.37%
Prospera Financial Services Inc	356.55K	Jun 30, 26	+4.60K	0.36%
STIFEL FINANCIAL CORP	355.98K	Jun 30, 26	-12.29K	0.36%
Westview Management dba Westview Investment Advisors	343.66K	Jun 30, 26	-11.37K	0.34%
Rockefeller Capital Management L.P.	332.36K	Jun 30, 26	+25.90K	0.33%
Cambridge Investment Research Advisors, Inc.	326.68K	Jun 30, 26	+205.56K	0.33%
VISTA INVESTMENT MANAGEMENT	295.71K	Jun 30, 26	+16.03K	0.30%
Synergy Investment Management, LLC	282.34K	Jun 30, 26	+74.06K	0.28%
ADAMSBROWN WEALTH CONSULTANTS LLC	278.40K	Jun 30, 26	-176.65K	0.28%
FIRST TRUST ADVISORS LP	210.61K	Jun 30, 26	-2.89K	0.21%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	207.96K	Jun 30, 26	+94.36K	0.21%
VICTORY FINANCIAL GROUP, LLC	203.57K	Jun 30, 26	+17.64K	0.20%
Vise Technologies, Inc.	194.64K	Jun 30, 26	+194.64K	0.19%
Kingsview Wealth Management, LLC	182.03K	Jun 30, 26	-190.93K	0.18%
FLYNN ZITO CAPITAL MANAGEMENT, LLC	181.27K	Jun 30, 26	+10.79K	0.18%
Private Advisor Group, LLC	180.26K	Jun 30, 26	+2.86K	0.18%
Merit Financial Group, LLC	175.24K	Jun 30, 26	-318.46K	0.17%
J.W. COLE ADVISORS, INC.	172.43K	Jun 30, 26	+93.16K	0.17%
MARSHALL INVESTMENT MANAGEMENT, LLC	155.20K	Jun 30, 26	-3.21K	0.15%
Janney Montgomery Scott LLC	138.26K	Jun 30, 26	+16.34K	0.14%
VAQUERO PRIVATE WEALTH, LTD	131.82K	Jun 30, 26	+131.82K	0.13%
TRUE BLUE FINANCIAL, LLC	124.75K	Jun 30, 26	+21.22K	0.12%
1776 Wealth LLC	124.42K	Jun 30, 26	-369	0.12%
WELCH & FORBES LLC	123.81K	Jun 30, 26	-16.96K	0.12%
WINEBRENNER CAPITAL MANAGEMENT LLC	119.37K	Jun 30, 26	+2.44K	0.12%
Colony Group, LLC	118.27K	Jun 30, 26	-2.08K	0.12%
Veridan Wealth LLC	117.89K	Jun 30, 26	-10.12K	0.12%
FIFTH THIRD BANCORP	112.29K	Jun 30, 26	+22.12K	0.11%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	111.35K	Jun 30, 26	-323	0.11%
Keebeck Wealth Management, LLC	109.75K	Jun 30, 26	-7.68K	0.11%
SNS Financial Group, LLC	106.35K	Jun 30, 26	+106.35K	0.11%
StoneCrest Wealth Management, Inc.	103.53K	Jun 30, 26	-2.05K	0.10%
BEACON FINANCIAL GROUP	103.00K	Jun 30, 26	-4.13K	0.10%
ROMAN BUTLER FULLERTON & CO	101.59K	Jun 30, 26	+38.60K	0.10%
Ashton Thomas Private Wealth, LLC	89.60K	Jun 30, 26	-1.28K	0.09%
Investment Partners Asset Management, Inc.	82.76K	Jun 30, 26	+7.87K	0.08%
Sigma Planning Corp	81.97K	Jun 30, 26	+14.44K	0.08%
WELLS FARGO & COMPANY/MN	78.90K	Jun 30, 26	+75.95K	0.08%
Walker Asset Management, LLC	75.71K	Jun 30, 26	-850	0.08%
FWL INVESTMENT MANAGEMENT, LLC	70.80K	Jun 30, 26	-2.47K	0.07%
SUTTON PLACE INVESTORS LLC	70.18K	Jun 30, 26	+811	0.07%
Lakeridge Wealth Management LLC	69.01K	Jun 30, 26	-4.20K	0.07%
Steward Partners Investment Advisory, LLC	68.24K	Jun 30, 26	-11.74K	0.07%
WEDBUSH SECURITIES INC	67.44K	Jun 30, 26	-1.38K	0.07%
Merkkuri Wealth Advisors LLC	67.05K	Jun 30, 26	-9.80K	0.07%
Platform Technology Partners	66.02K	Jun 30, 26	-466	0.07%
HARBOUR INVESTMENTS, INC.	56.66K	Jun 30, 26	+1.44K	0.06%
FIFTH THIRD SECURITIES, INC.	56.43K	Jun 30, 26	+16.27K	0.06%
United Capital Management of KS, Inc.	56.25K	Jun 30, 26	+2.88K	0.06%
Plotkin Financial Advisors, LLC	55.45K	Jun 30, 26	+7.21K	0.06%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	54.41K	Jun 30, 26	+17	0.05%
KESTRA PRIVATE WEALTH SERVICES, LLC	54.23K	Jun 30, 26	-136	0.05%
Ritter Daniher Financial Advisory LLC / DE	53.18K	Jun 30, 26	-1.50K	0.05%
WILEY BROS.-AINTREE CAPITAL, LLC	51.87K	Jun 30, 26	-159	0.05%
BENJAMIN EDWARDS INC	51.82K	Jun 30, 26	+8.35K	0.05%
COMPASS FINANCIAL MANAGEMENT LLC	51.48K	Jun 30, 26	+51.48K	0.05%
QP WEALTH MANAGEMENT, LLC	51.08K	Jun 30, 26	-727	0.05%
RFG Advisory, LLC	50.57K	Jun 30, 26	-3.23K	0.05%
Beacon Financial Advisory LLC	49.41K	Jun 30, 26	-1.65K	0.05%
Magnus Financial Group LLC	48.81K	Jun 30, 26	+478	0.05%
Western Wealth Management, LLC	47.96K	Jun 30, 26	-3.60K	0.05%
Sanctuary Advisors, LLC	47.93K	Jun 30, 26	+8.71K	0.05%
Princeton Global Asset Management LLC	46.71K	Jun 30, 26	-12.56K	0.05%
Sovran Advisors, LLC	46.50K	Jun 30, 26	-7.33K	0.05%
SHELTON WEALTH MANAGEMENT, LLC	46.40K	Jun 30, 26	-3.76K	0.05%
Mirae Asset Global Investments Co., Ltd.	46.11K	Jun 30, 26	-4.54K	0.05%
Pinnacle Financial Group, LLC / IL	45.53K	Jun 30, 26	+3.58K	0.05%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	44.81K	Jun 30, 26	-14.12K	0.04%
Stratos Wealth Partners, LTD.	44.41K	Jun 30, 26	+4.08K	0.04%
GREENWOOD CAPITAL ASSOCIATES LLC	43.75K	Jun 30, 26	+14.17K	0.04%
Integrated Wealth Concepts LLC	43.55K	Jun 30, 26	+20.45K	0.04%
TWIN PEAKS WEALTH ADVISORS, LLC	42.96K	Jun 30, 26	-1.23K	0.04%
Maridea Wealth Management LLC	42.84K	Jun 30, 26	+2.20K	0.04%
ASSETMARK, INC	41.91K	Jun 30, 26	-1.34K	0.04%
IFP Advisors, Inc	41.73K	Jun 30, 26	+10.11K	0.04%
Flavin Financial Services, Inc.	39.26K	Jun 30, 26	+39.26K	0.04%
Vestmark Advisory Solutions, Inc.	39.07K	Jun 30, 26	--	0.04%
Summit Financial, LLC	38.60K	Jun 30, 26	+10.14K	0.04%
Wealthcare Advisory Partners LLC	38.26K	Jun 30, 26	-5.49K	0.04%
Annis Gardner Whiting Capital Advisors, LLC	35.60K	Jun 30, 26	+108	0.04%
Miracle Mile Advisors, LLC	34.97K	Jun 30, 26	-14.19K	0.03%
Equitable Holdings, Inc.	34.31K	Jun 30, 26	-1.23K	0.03%
Snowden Capital Advisors LLC	34.04K	Jun 30, 26	-5.18K	0.03%
WINNOW WEALTH LLC	33.97K	Jun 30, 26	-1.88K	0.03%
Kovack Advisors, Inc.	33.88K	Jun 30, 26	-117	0.03%
VIAWEALTH, LLC	33.15K	Jun 30, 26	+16.48K	0.03%
Kestra Advisory Services, LLC	33.01K	Jun 30, 26	-12.24K	0.03%
Andrew Hill Investment Advisors, Inc.	32.60K	Jun 30, 26	--	0.03%
Mariner, LLC	31.80K	Jun 30, 26	+500	0.03%
ZRC WEALTH MANAGEMENT, LLC	31.41K	Jun 30, 26	-1.90K	0.03%
Balanced Rock Investment Advisor	31.28K	Jun 30, 26	+2.35K	0.03%
SlateStone Wealth, LLC	30.00K	Jun 30, 26	--	0.03%
Forum Private Client Group LLC	29.89K	Jun 30, 26	-106	0.03%
FLAGSTAR ADVISORS INC.	29.40K	Jun 30, 26	+374	0.03%
CAPTRUST FINANCIAL ADVISORS	28.48K	Jun 30, 26	+17.71K	0.03%
LFA - Lugano Financial Advisors SA	28.40K	Jun 30, 26	--	0.03%
Core Wealth Advisors, Inc.	28.31K	Jun 30, 26	+2.51K	0.03%
American Institute for Advanced Investment Management, LLP	27.36K	Jun 30, 26	--	0.03%
Brand Asset Management Group, Inc.	26.96K	Jun 30, 26	--	0.03%
Financial Partners Group, Inc	26.76K	Jun 30, 26	--	0.03%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	25.80K	Jun 30, 26	-8.71K	0.03%
Capital Advisors Wealth Management, LLC	25.78K	Jun 30, 26	+5.97K	0.03%
Summit Wealth Partners, LLC	25.07K	Jun 30, 26	-542	0.03%
BXM Wealth LLC	25.00K	Jun 30, 26	--	0.02%
Apollon Wealth Management, LLC	24.98K	Jun 30, 26	+468	0.02%
MML INVESTORS SERVICES, LLC	23.63K	Jun 30, 26	+4.61K	0.02%
Maia Wealth LLC	22.20K	Jun 30, 26	-1.41K	0.02%
Envestnet Portfolio Solutions, Inc.	20.94K	Jun 30, 26	-117	0.02%
Atria Investments, Inc	20.18K	Jun 30, 26	+2.16K	0.02%
Resources Investment Advisors, LLC.	19.99K	Jun 30, 26	-27	0.02%
Independent Wealth Network Inc.	19.96K	Jun 30, 26	-369	0.02%
Visionary Wealth Advisors	19.17K	Jun 30, 26	-84.34K	0.02%
Wealth Management Associates, Inc.	18.96K	Jun 30, 26	+1.61K	0.02%
OPPENHEIMER & CO INC	18.92K	Jun 30, 26	+4.00K	0.02%
Wagner Wealth Management, LLC	18.86K	Jun 30, 26	+43	0.02%
NBC SECURITIES, INC.	18.81K	Jun 30, 26	-587	0.02%
Gateway Wealth Partners, LLC	18.50K	Jun 30, 26	-18.37K	0.02%
Hobbs Group Advisors, LLC	18.23K	Jun 30, 26	+1.76K	0.02%
XP Advisory US, Inc.	18.05K	Jun 30, 26	+18.05K	0.02%
Harvest Investment Services, LLC	18.00K	Jun 30, 26	--	0.02%
MERCER GLOBAL ADVISORS INC /ADV	17.52K	Jun 30, 26	-2.17K	0.02%
Arkadios Wealth Advisors	17.23K	Jun 30, 26	-22.60K	0.02%
Collaborative Wealth Managment Inc.	17.01K	Jun 30, 26	-8.65K	0.02%
Spire Wealth Management	16.85K	Jun 30, 26	-1.57K	0.02%
LaSalle St. Investment Advisors, LLC	16.69K	Jun 30, 26	+16.69K	0.02%
STEINBERGANNA WEALTH MANAGEMENT	16.64K	Jun 30, 26	+238	0.02%
ORBA Wealth Advisors, L.L.C.	16.39K	Jun 30, 26	+16.39K	0.02%
Ameritas Advisory Services, LLC	16.30K	Jun 30, 26	+532	0.02%
PARK AVENUE SECURITIES LLC	16.06K	Jun 30, 26	+2.21K	0.02%
CALTON & ASSOCIATES, INC.	15.54K	Jun 30, 26	+124	0.02%
Integrated Advisors Network LLC	14.76K	Jun 30, 26	-21.11K	0.01%
PROTECTIVE LIFE CORP	14.03K	Jun 30, 26	-15.66K	0.01%
UBS ASSET MANAGEMENT AMERICAS INC	14.01K	Jun 30, 26	-880	0.01%
Advance Capital Management, Inc.	13.77K	Jun 30, 26	+151	0.01%
LEIGH BALDWIN & CO., LLC	12.74K	Jun 30, 26	--	0.01%
D.A. DAVIDSON & CO.	12.60K	Jun 30, 26	-410	0.01%
CASTLE WEALTH MANAGEMENT LLC	12.20K	Jun 30, 26	--	0.01%
Accel Wealth Management	12.15K	Jun 30, 26	-255	0.01%
J. L. Bainbridge & Co., Inc.	12.00K	Jun 30, 26	+12.00K	0.01%
PRIVATE TRUST CO NA	11.98K	Jun 30, 26	+2.69K	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	11.85K	Jun 30, 26	+687	0.01%
Marshall Financial Group LLC	11.76K	Jun 30, 26	-3	0.01%
Mutual Advisors, LLC	11.75K	Jun 30, 26	--	0.01%
Valmark Advisers, Inc.	11.39K	Jun 30, 26	+1.31K	0.01%
Horizon Advisory Services, Inc.	11.06K	Jun 30, 26	+11.06K	0.01%
Capital Investment Advisory Services, LLC	11.05K	Jun 30, 26	+1.39K	0.01%
Clark Capital Management Group, Inc.	10.99K	Jun 30, 26	--	0.01%
AQR CAPITAL MANAGEMENT LLC	10.97K	Jun 30, 26	--	0.01%
Cerity Partners LLC	10.97K	Jun 30, 26	--	0.01%
Main Line Retirement Advisors, LLC	10.49K	Jun 30, 26	+10.49K	0.01%
WESTCO ADVISORY SERVICES INC /ADV	10.43K	Jun 30, 26	-369	0.01%
LEVEL FOUR ADVISORY SERVICES, LLC	10.43K	Jun 30, 26	+10.43K	0.01%
Concentrum Wealth Management	10.32K	Jun 30, 26	--	0.01%
Jacobi Capital Management LLC	10.30K	Jun 30, 26	+73	0.01%
Ankerstar Wealth, LLC	6.04K	Jun 30, 26	-1	0.01%
CENTAURUS FINANCIAL, INC.	5.54K	Jun 30, 26	--	0.01%
Global Retirement Partners, LLC	3.01K	Jun 30, 26	+3.01K	0.00%
Paladin Advisory Group, LLC	2.61K	Jun 30, 26	--	0.00%
SRS Capital Advisors, Inc.	2.49K	Jun 30, 26	--	0.00%
RAFFA WEALTH MANAGEMENT, LLC	2.03K	Jun 30, 26	-48	0.00%
Cassaday & Co Wealth Management LLC	2.00K	Jun 30, 26	+2.00K	0.00%
Colonial Trust Co / SC	1.90K	Jun 30, 26	--	0.00%
Westside Investment Management, Inc.	1.50K	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	1.50K	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	1.44K	Jun 30, 26	--	0.00%
Farther Finance Advisors, LLC	1.22K	Jun 30, 26	+155	0.00%
AE Wealth Management LLC	1.21K	Jun 30, 26	-670	0.00%
Greykasell Wealth Strategies, Inc.	1.10K	Jun 30, 26	-3.46K	0.00%
Burnham & Co LLC	1.00K	Jun 30, 26	+1.00K	0.00%
JONES FINANCIAL COMPANIES LLLP	930	Jun 30, 26	+930	0.00%
Godfrey Financial Associates, Inc.	724	Jun 30, 26	--	0.00%
Elequin Securities, LLC	622	Jun 30, 26	+622	0.00%
Johnson Financial Group, Inc.	559	Jun 30, 26	--	0.00%
Triumph Capital Management	500	Jun 30, 26	--	0.00%
Nova Wealth Management, Inc.	447	Jun 30, 26	-153	0.00%
Coppell Advisory Solutions LLC	302	Jun 30, 26	+302	0.00%
Park Place Capital Corp	299	Jun 30, 26	--	0.00%
Morton Brown Family Wealth, LLC	285	Jun 30, 26	--	0.00%
MPWM ADVISORY SOLUTIONS, LLC	250	Jun 30, 26	--	0.00%
Signature Equity Partners, LLC	80	Jun 30, 26	+80	0.00%
Mascoma Wealth Management LLC	54	Jun 30, 26	+54	0.00%
Rossby Financial, LCC	52	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	40	Jun 30, 26	--	0.00%
SBI Securities Co., Ltd.	14	Jun 30, 26	+4	0.00%
DHJJ Financial Advisors, Ltd.	5	Jun 30, 26	--	0.00%
PETERSON WEALTH MANAGEMENT	5	Jun 30, 26	--	0.00%
JANE STREET GROUP, LLC	--	Jun 30, 26	-1.43M	--
Advisory Services Network, LLC	--	Jun 30, 26	-79	--
MGO ONE SEVEN LLC	--	Jun 30, 26	-10.76K	--
INDEPENDENT FINANCIAL GROUP, LLC	--	Jun 30, 26	-10.47K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-6.71K	--
AMERIPRISE FINANCIAL INC	--	Jun 30, 26	-16.59K	--
G&S Capital LLC	--	Jun 30, 26	-10.20K	--
Inscription Capital, LLC	--	Jun 30, 26	-12.32K	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-253	--
Golden State Equity Partners	--	Jun 30, 26	-1.10K	--
Main Street Financial Solutions, LLC	--	Jun 30, 26	-19.91K	--
Baer Investment Advisory LLC	--	Jun 30, 26	-185.94K	--
HRT FINANCIAL LP	--	Jun 30, 26	-317.06K	--
Independent Advisor Alliance	--	Jun 30, 26	-62.54K	--
CWM, LLC	330.96K	Mar 31, 26	+87.14K	0.33%
Jaffetilchin Investment Partners, LLC	71.87K	Mar 31, 26	-1.06K	0.07%
COMERICA BANK	90.61K	Dec 31, 25	-26.45K	0.09%
ORG Partners LLC	1.00K	Dec 31, 25	--	0.00%
Motiv8 Investments LLC	34	Dec 31, 25	+34	0.00%
Abich Financial Wealth Management LLC	285	Sep 30, 25	+285	0.00%
SYNOVUS FINANCIAL CORP	--	Sep 30, 25	-11.58K	--
Financial Advocates Investment Management	--	Sep 30, 25	-107.36K	--
HICKORY ASSET MANAGEMENT, INC.	49.66K	Jun 30, 25	+680	0.05%
AVANTAX ADVISORY SERVICES, INC.	22.99K	Jun 30, 25	-15.01K	0.02%
Atria Wealth Solutions, Inc.	20.41K	Jun 30, 25	+1.32K	0.02%
Zions Bancorporation, N.A.	5.00K	Dec 31, 24	--	0.00%
AlphaMark Advisors, LLC	2.00K	Dec 31, 24	--	0.00%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-2.22K	--
Raymond James Financial Services Advisors, Inc.	1.07M	Sep 30, 24	+297.07K	1.07%
RAYMOND JAMES & ASSOCIATES	490.57K	Sep 30, 24	-20.50K	0.49%
GUNN & Co INVESTMENT MANAGEMENT, INC.	123.59K	Sep 30, 24	-1.99M	0.12%
Peterson Financial Group, Inc.	70	Sep 30, 24	+70	0.00%
ICA Group Wealth Management, LLC	45.76K	Jun 30, 24	-52.32K	0.05%
BENJAMIN F. EDWARDS & COMPANY, INC.	1.15K	Jun 30, 24	-14.22K	0.00%
Cetera Advisors LLC	196.92K	Mar 31, 24	+106.10K	0.20%
Cetera Advisor Networks LLC	144.71K	Mar 31, 24	+40.11K	0.14%
KCS Wealth Advisory	11.16K	Sep 30, 23	-3.63K	0.01%
Truadvice, LLC	10.88K	Sep 30, 23	-413	0.01%
Southern Wealth Management, LLP	10.63K	Mar 31, 23	-14.40K	0.01%
Bickling Financial Services, Inc.	10.27K	Dec 31, 22	+10.27K	0.01%
American Portfolios Advisors	700	Sep 30, 22	+700	0.00%
B. Riley Wealth Management, Inc.	89.45K	Jun 30, 22	+1.00K	0.09%
NEXT Financial Group, Inc	--	Dec 31, 21	--	--
Ameritas Investment Company, LLC	21.87K	Sep 30, 21	+4.01K	0.02%
Epstein & White Financial LLC	18.01K	Jun 30, 21	+359	0.02%
Global Financial Private Capital, Inc	2.35K	Jun 30, 20	-445	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	22.18K	Dec 31, 19	-25.05K	0.02%
Advisor Group, Inc.	12.39K	Dec 31, 19	-5.57K	0.01%
BB&T SECURITIES, LLC	21.44K	Sep 30, 19	+99	0.02%
AVIANCE CAPITAL MANAGEMENT, LLC	6.96K	Mar 31, 19	-965	0.01%

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Holder

Date

Change

% Held

MORGAN STANLEY

19.79M

Jun 30, 26

-139.40K

19.76%

UBS Group AG

9.98M

Jun 30, 26

+184.12K

9.97%

BANK OF AMERICA CORP /DE/

6.01M

Jun 30, 26

-3.13K

6.01%

ROYAL BANK OF CANADA

5.32M

Jun 30, 26

-55.39K

5.31%

LPL Financial LLC

4.50M

Jun 30, 26

+220.17K

4.50%

SMITH CHAS P & ASSOCIATES PA CPAS

2.37M

Jun 30, 26

-50.81K

2.37%

NewEdge Advisors, LLC

2.27M

Jun 30, 26

+77.99K

2.27%

RAYMOND JAMES FINANCIAL INC

2.07M

Jun 30, 26

-3.54K

2.07%

Montis Financial, LLC

1.90M

Jun 30, 26

+87.05K

1.90%

ENVESTNET ASSET MANAGEMENT INC

1.70M

Jun 30, 26

+112.78K

1.70%

TRUIST FINANCIAL CORP

1.61M

Jun 30, 26

+137.87K

1.60%

Legacy Edge Advisors, LLC

1.26M

Jun 30, 26

+46.78K

1.26%

FUKOKU MUTUAL LIFE INSURANCE Co

1.26M

Jun 30, 26

1.26%

Annex Advisory Services, LLC

1.15M

Jun 30, 26

+120.69K

1.14%

CITIZENS FINANCIAL GROUP INC/RI

997.53K

Jun 30, 26

+1.50K

1.00%

ADVISOR GROUP HOLDINGS, INC.

770.22K

Jun 30, 26

+67.05K

0.77%

Cetera Investment Advisers

704.38K

Jun 30, 26

+30.52K

0.70%

Essex LLC

647.80K

Jun 30, 26

+1.97K

0.65%

FIDUCIARY FINANCIAL ADVISORS

632.34K

Jun 30, 26

+632.34K

0.63%

INTEGRAL INVESTMENT ADVISORS, INC.

623.02K

Jun 30, 26

+8.10K

0.62%

HighTower Advisors, LLC

544.88K

Jun 30, 26

+21.41K

0.54%

McAdam, LLC

539.08K

Jun 30, 26

+290.65K

0.54%

Geneos Wealth Management Inc.

499.25K

Jun 30, 26

+11.57K

0.50%

Baird Financial Group, Inc.

470.81K

Jun 30, 26

-161.18K

0.47%

PARK NATIONAL CORP /OH/

453.86K

Jun 30, 26

+318.03K

0.45%

Legacy CG, LLC

431.77K

Jun 30, 26

+16.12K

0.43%

JPMORGAN CHASE & CO

399.89K

Jun 30, 26

-17.43K

0.40%

COMMONWEALTH EQUITY SERVICES, LLC

378.95K

Jun 30, 26

+29.28K

0.38%

Elevated Capital Advisors, LLC

372.94K

Jun 30, 26

+5.45K

0.37%

Key FInancial Inc

368.27K

Jun 30, 26

-27.28K

0.37%

Prospera Financial Services Inc

356.55K

Jun 30, 26

+4.60K

0.36%

STIFEL FINANCIAL CORP

355.98K

Jun 30, 26

-12.29K

0.36%

Westview Management dba Westview Investment Advisors

343.66K

Jun 30, 26

-11.37K

0.34%

Rockefeller Capital Management L.P.

332.36K

Jun 30, 26

+25.90K

0.33%

Cambridge Investment Research Advisors, Inc.

326.68K

Jun 30, 26

+205.56K

0.33%

VISTA INVESTMENT MANAGEMENT

295.71K

Jun 30, 26

+16.03K

0.30%

Synergy Investment Management, LLC

282.34K

Jun 30, 26

+74.06K

0.28%

ADAMSBROWN WEALTH CONSULTANTS LLC

278.40K

Jun 30, 26

-176.65K

0.28%

FIRST TRUST ADVISORS LP

210.61K

Jun 30, 26

-2.89K

0.21%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

207.96K

Jun 30, 26

+94.36K

0.21%

VICTORY FINANCIAL GROUP, LLC

203.57K

Jun 30, 26

+17.64K

0.20%

Vise Technologies, Inc.

194.64K

Jun 30, 26

+194.64K

0.19%

Kingsview Wealth Management, LLC

182.03K

Jun 30, 26

-190.93K

0.18%

FLYNN ZITO CAPITAL MANAGEMENT, LLC

181.27K

Jun 30, 26

+10.79K

0.18%

Private Advisor Group, LLC

180.26K

Jun 30, 26

+2.86K

0.18%

Merit Financial Group, LLC

175.24K

Jun 30, 26

-318.46K

0.17%

J.W. COLE ADVISORS, INC.

172.43K

Jun 30, 26

+93.16K

0.17%

MARSHALL INVESTMENT MANAGEMENT, LLC

155.20K

Jun 30, 26

-3.21K

0.15%

Janney Montgomery Scott LLC

138.26K

Jun 30, 26

+16.34K

0.14%

VAQUERO PRIVATE WEALTH, LTD

131.82K

Jun 30, 26

+131.82K

0.13%

TRUE BLUE FINANCIAL, LLC

124.75K

Jun 30, 26

+21.22K

0.12%

1776 Wealth LLC

124.42K

Jun 30, 26

-369

0.12%

WELCH & FORBES LLC

123.81K

Jun 30, 26

-16.96K

0.12%

WINEBRENNER CAPITAL MANAGEMENT LLC

119.37K

Jun 30, 26

+2.44K

0.12%

Colony Group, LLC

118.27K

Jun 30, 26

-2.08K

0.12%

Veridan Wealth LLC

117.89K

Jun 30, 26

-10.12K

0.12%

FIFTH THIRD BANCORP

112.29K

Jun 30, 26

+22.12K

0.11%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

111.35K

Jun 30, 26

-323

0.11%

Keebeck Wealth Management, LLC

109.75K

Jun 30, 26

-7.68K

0.11%

SNS Financial Group, LLC

106.35K

Jun 30, 26

+106.35K

0.11%

StoneCrest Wealth Management, Inc.

103.53K

Jun 30, 26

-2.05K

0.10%

BEACON FINANCIAL GROUP

103.00K

Jun 30, 26

-4.13K

0.10%

ROMAN BUTLER FULLERTON & CO

101.59K

Jun 30, 26

+38.60K

0.10%

Ashton Thomas Private Wealth, LLC

89.60K

Jun 30, 26

-1.28K

0.09%

Investment Partners Asset Management, Inc.

82.76K

Jun 30, 26

+7.87K

0.08%

Sigma Planning Corp

81.97K

Jun 30, 26

+14.44K

0.08%

WELLS FARGO & COMPANY/MN

78.90K

Jun 30, 26

+75.95K

0.08%

Walker Asset Management, LLC

75.71K

Jun 30, 26

-850

0.08%

FWL INVESTMENT MANAGEMENT, LLC

70.80K

Jun 30, 26

-2.47K

0.07%

SUTTON PLACE INVESTORS LLC

70.18K

Jun 30, 26

+811

0.07%

Lakeridge Wealth Management LLC

69.01K

Jun 30, 26

-4.20K

0.07%

Steward Partners Investment Advisory, LLC

68.24K

Jun 30, 26

-11.74K

0.07%

WEDBUSH SECURITIES INC

67.44K

Jun 30, 26

-1.38K

0.07%

Merkkuri Wealth Advisors LLC

67.05K

Jun 30, 26

-9.80K

0.07%

Platform Technology Partners

66.02K

Jun 30, 26

-466

0.07%

HARBOUR INVESTMENTS, INC.

56.66K

Jun 30, 26

+1.44K

0.06%

FIFTH THIRD SECURITIES, INC.

56.43K

Jun 30, 26

+16.27K

0.06%

United Capital Management of KS, Inc.

56.25K

Jun 30, 26

+2.88K

0.06%

Plotkin Financial Advisors, LLC

55.45K

Jun 30, 26

+7.21K

0.06%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

54.41K

Jun 30, 26

+17

0.05%

KESTRA PRIVATE WEALTH SERVICES, LLC

54.23K

Jun 30, 26

-136

0.05%

Ritter Daniher Financial Advisory LLC / DE

53.18K

Jun 30, 26

-1.50K

0.05%

WILEY BROS.-AINTREE CAPITAL, LLC

51.87K

Jun 30, 26

-159

0.05%

BENJAMIN EDWARDS INC

51.82K

Jun 30, 26

+8.35K

0.05%

COMPASS FINANCIAL MANAGEMENT LLC

51.48K

Jun 30, 26

+51.48K

0.05%

QP WEALTH MANAGEMENT, LLC

51.08K

Jun 30, 26

-727

0.05%

RFG Advisory, LLC

50.57K

Jun 30, 26

-3.23K

0.05%

Beacon Financial Advisory LLC

49.41K

Jun 30, 26

-1.65K

0.05%

Magnus Financial Group LLC

48.81K

Jun 30, 26

+478

0.05%

Western Wealth Management, LLC

47.96K

Jun 30, 26

-3.60K

0.05%

Sanctuary Advisors, LLC

47.93K

Jun 30, 26

+8.71K

0.05%

Princeton Global Asset Management LLC

46.71K

Jun 30, 26

-12.56K

0.05%

Sovran Advisors, LLC

46.50K

Jun 30, 26

-7.33K

0.05%

SHELTON WEALTH MANAGEMENT, LLC

46.40K

Jun 30, 26

-3.76K

0.05%

Mirae Asset Global Investments Co., Ltd.

46.11K

Jun 30, 26

-4.54K

0.05%

Pinnacle Financial Group, LLC / IL

45.53K

Jun 30, 26

+3.58K

0.05%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

44.81K

Jun 30, 26

-14.12K

0.04%

Stratos Wealth Partners, LTD.

44.41K

Jun 30, 26

+4.08K

0.04%

GREENWOOD CAPITAL ASSOCIATES LLC

43.75K

Jun 30, 26

+14.17K

0.04%

Integrated Wealth Concepts LLC

43.55K

Jun 30, 26

+20.45K

0.04%

TWIN PEAKS WEALTH ADVISORS, LLC

42.96K

Jun 30, 26

-1.23K

0.04%

Maridea Wealth Management LLC

42.84K

Jun 30, 26

+2.20K

0.04%

ASSETMARK, INC

41.91K

Jun 30, 26

-1.34K

0.04%

IFP Advisors, Inc

41.73K

Jun 30, 26

+10.11K

0.04%

Flavin Financial Services, Inc.

39.26K

Jun 30, 26

+39.26K

0.04%

Vestmark Advisory Solutions, Inc.

39.07K

Jun 30, 26

0.04%

Summit Financial, LLC

38.60K

Jun 30, 26

+10.14K

0.04%

Wealthcare Advisory Partners LLC

38.26K

Jun 30, 26

-5.49K

0.04%

Annis Gardner Whiting Capital Advisors, LLC

35.60K

Jun 30, 26

+108

0.04%

Miracle Mile Advisors, LLC

34.97K

Jun 30, 26

-14.19K

0.03%

Equitable Holdings, Inc.

34.31K

Jun 30, 26

-1.23K

0.03%

Snowden Capital Advisors LLC

34.04K

Jun 30, 26

-5.18K

0.03%

WINNOW WEALTH LLC

33.97K

Jun 30, 26

-1.88K

0.03%

Kovack Advisors, Inc.

33.88K

Jun 30, 26

-117

0.03%

VIAWEALTH, LLC

33.15K

Jun 30, 26

+16.48K

0.03%

Kestra Advisory Services, LLC

33.01K

Jun 30, 26

-12.24K

0.03%

Andrew Hill Investment Advisors, Inc.

32.60K

Jun 30, 26

0.03%

Mariner, LLC

31.80K

Jun 30, 26

+500

0.03%

ZRC WEALTH MANAGEMENT, LLC

31.41K

Jun 30, 26

-1.90K

0.03%

Balanced Rock Investment Advisor

31.28K

Jun 30, 26

+2.35K

0.03%

SlateStone Wealth, LLC

30.00K

Jun 30, 26

0.03%

Forum Private Client Group LLC

29.89K

Jun 30, 26

-106

0.03%

FLAGSTAR ADVISORS INC.

29.40K

Jun 30, 26

+374

0.03%

CAPTRUST FINANCIAL ADVISORS

28.48K

Jun 30, 26

+17.71K

0.03%

LFA - Lugano Financial Advisors SA

28.40K

Jun 30, 26

0.03%

Core Wealth Advisors, Inc.

28.31K

Jun 30, 26

+2.51K

0.03%

American Institute for Advanced Investment Management, LLP

27.36K

Jun 30, 26

0.03%

Brand Asset Management Group, Inc.

26.96K

Jun 30, 26

0.03%

Financial Partners Group, Inc

26.76K

Jun 30, 26

0.03%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

25.80K

Jun 30, 26

-8.71K

0.03%

Capital Advisors Wealth Management, LLC

25.78K

Jun 30, 26

+5.97K

0.03%

Summit Wealth Partners, LLC

25.07K

Jun 30, 26

-542

0.03%

BXM Wealth LLC

25.00K

Jun 30, 26

0.02%

Apollon Wealth Management, LLC

24.98K

Jun 30, 26

+468

0.02%

MML INVESTORS SERVICES, LLC

23.63K

Jun 30, 26

+4.61K

0.02%

Maia Wealth LLC

22.20K

Jun 30, 26

-1.41K

0.02%

Envestnet Portfolio Solutions, Inc.

20.94K

Jun 30, 26

-117

0.02%

Atria Investments, Inc

20.18K

Jun 30, 26

+2.16K

0.02%

Resources Investment Advisors, LLC.

19.99K

Jun 30, 26

-27

0.02%

Independent Wealth Network Inc.

19.96K

Jun 30, 26

-369

0.02%

Visionary Wealth Advisors

19.17K

Jun 30, 26

-84.34K

0.02%

Wealth Management Associates, Inc.

18.96K

Jun 30, 26

+1.61K

0.02%

OPPENHEIMER & CO INC

18.92K

Jun 30, 26

+4.00K

0.02%

Wagner Wealth Management, LLC

18.86K

Jun 30, 26

+43

0.02%

NBC SECURITIES, INC.

18.81K

Jun 30, 26

-587

0.02%

Gateway Wealth Partners, LLC

18.50K

Jun 30, 26

-18.37K

0.02%

Hobbs Group Advisors, LLC

18.23K

Jun 30, 26

+1.76K

0.02%

XP Advisory US, Inc.

18.05K

Jun 30, 26

+18.05K

0.02%

Harvest Investment Services, LLC

18.00K

Jun 30, 26

0.02%

MERCER GLOBAL ADVISORS INC /ADV

17.52K

Jun 30, 26

-2.17K

0.02%

Arkadios Wealth Advisors

17.23K

Jun 30, 26

-22.60K

0.02%

Collaborative Wealth Managment Inc.

17.01K

Jun 30, 26

-8.65K

0.02%

Spire Wealth Management

16.85K

Jun 30, 26

-1.57K

0.02%

LaSalle St. Investment Advisors, LLC

16.69K

Jun 30, 26

+16.69K

0.02%

STEINBERGANNA WEALTH MANAGEMENT

16.64K

Jun 30, 26

+238

0.02%

ORBA Wealth Advisors, L.L.C.

16.39K

Jun 30, 26

+16.39K

0.02%

Ameritas Advisory Services, LLC

16.30K

Jun 30, 26

+532

0.02%

PARK AVENUE SECURITIES LLC

16.06K

Jun 30, 26

+2.21K

0.02%

CALTON & ASSOCIATES, INC.

15.54K

Jun 30, 26

+124

0.02%

Integrated Advisors Network LLC

14.76K

Jun 30, 26

-21.11K

0.01%

PROTECTIVE LIFE CORP

14.03K

Jun 30, 26

-15.66K

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

14.01K

Jun 30, 26

-880

0.01%

Advance Capital Management, Inc.

13.77K

Jun 30, 26

+151

0.01%

LEIGH BALDWIN & CO., LLC

12.74K

Jun 30, 26

0.01%

D.A. DAVIDSON & CO.

12.60K

Jun 30, 26

-410

0.01%

CASTLE WEALTH MANAGEMENT LLC

12.20K

Jun 30, 26

0.01%

Accel Wealth Management

12.15K

Jun 30, 26

-255

0.01%

J. L. Bainbridge & Co., Inc.

12.00K

Jun 30, 26

+12.00K

0.01%

PRIVATE TRUST CO NA

11.98K

Jun 30, 26

+2.69K

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

11.85K

Jun 30, 26

+687

0.01%

Marshall Financial Group LLC

11.76K

Jun 30, 26

-3

0.01%

Mutual Advisors, LLC

11.75K

Jun 30, 26

0.01%

Valmark Advisers, Inc.

11.39K

Jun 30, 26

+1.31K

0.01%

Horizon Advisory Services, Inc.

11.06K

Jun 30, 26

+11.06K

0.01%

Capital Investment Advisory Services, LLC

11.05K

Jun 30, 26

+1.39K

0.01%

Clark Capital Management Group, Inc.

10.99K

Jun 30, 26

0.01%

AQR CAPITAL MANAGEMENT LLC

10.97K

Jun 30, 26

0.01%

Cerity Partners LLC

10.97K

Jun 30, 26

0.01%

Main Line Retirement Advisors, LLC

10.49K

Jun 30, 26

+10.49K

0.01%

WESTCO ADVISORY SERVICES INC /ADV

10.43K

Jun 30, 26

-369

0.01%

LEVEL FOUR ADVISORY SERVICES, LLC

10.43K

Jun 30, 26

+10.43K

0.01%

Concentrum Wealth Management

10.32K

Jun 30, 26

0.01%

Jacobi Capital Management LLC

10.30K

Jun 30, 26

+73

0.01%

Ankerstar Wealth, LLC

6.04K

Jun 30, 26

-1

0.01%

CENTAURUS FINANCIAL, INC.

5.54K

Jun 30, 26

0.01%

Global Retirement Partners, LLC

3.01K

Jun 30, 26

+3.01K

0.00%

Paladin Advisory Group, LLC

2.61K

Jun 30, 26

0.00%

SRS Capital Advisors, Inc.

2.49K

Jun 30, 26

0.00%

RAFFA WEALTH MANAGEMENT, LLC

2.03K

Jun 30, 26

-48

0.00%

Cassaday & Co Wealth Management LLC

2.00K

Jun 30, 26

+2.00K

0.00%

Colonial Trust Co / SC

1.90K

Jun 30, 26

0.00%

Westside Investment Management, Inc.

1.50K

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

1.50K

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

1.44K

Jun 30, 26

0.00%

Farther Finance Advisors, LLC

1.22K

Jun 30, 26

+155

0.00%

AE Wealth Management LLC

1.21K

Jun 30, 26

-670

0.00%

Greykasell Wealth Strategies, Inc.

1.10K

Jun 30, 26

-3.46K

0.00%

Burnham & Co LLC

1.00K

Jun 30, 26

+1.00K

0.00%

JONES FINANCIAL COMPANIES LLLP

930

Jun 30, 26

+930

0.00%

Godfrey Financial Associates, Inc.

724

Jun 30, 26

0.00%

Elequin Securities, LLC

622

Jun 30, 26

+622

0.00%

Johnson Financial Group, Inc.

559

Jun 30, 26

0.00%

Triumph Capital Management

500

Jun 30, 26

0.00%

Nova Wealth Management, Inc.

447

Jun 30, 26

-153

0.00%

Coppell Advisory Solutions LLC

302

Jun 30, 26

+302

0.00%

Park Place Capital Corp

299

Jun 30, 26

0.00%

Morton Brown Family Wealth, LLC

285

Jun 30, 26

0.00%

MPWM ADVISORY SOLUTIONS, LLC

250

Jun 30, 26

0.00%

Signature Equity Partners, LLC

Jun 30, 26

+80

0.00%

Mascoma Wealth Management LLC

Jun 30, 26

+54

0.00%

Rossby Financial, LCC

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Jun 30, 26

0.00%

SBI Securities Co., Ltd.

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

PETERSON WEALTH MANAGEMENT

Jun 30, 26

0.00%

JANE STREET GROUP, LLC

Jun 30, 26

-1.43M

Advisory Services Network, LLC

Jun 30, 26

-79

MGO ONE SEVEN LLC

Jun 30, 26

-10.76K

INDEPENDENT FINANCIAL GROUP, LLC

Jun 30, 26

-10.47K

Sound Income Strategies, LLC

Jun 30, 26

-6.71K

AMERIPRISE FINANCIAL INC

Jun 30, 26

-16.59K

G&S Capital LLC

Jun 30, 26

-10.20K

Inscription Capital, LLC

Jun 30, 26

-12.32K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-253

Golden State Equity Partners

Jun 30, 26

-1.10K

Main Street Financial Solutions, LLC

Jun 30, 26

-19.91K

Baer Investment Advisory LLC

Jun 30, 26

-185.94K

HRT FINANCIAL LP

Jun 30, 26

-317.06K

Independent Advisor Alliance

Jun 30, 26

-62.54K

CWM, LLC

330.96K

Mar 31, 26

+87.14K

0.33%

Jaffetilchin Investment Partners, LLC

71.87K

Mar 31, 26

-1.06K

0.07%

COMERICA BANK

90.61K

Dec 31, 25

-26.45K

0.09%

ORG Partners LLC

1.00K

Dec 31, 25

0.00%

Motiv8 Investments LLC

Dec 31, 25

+34

0.00%

Abich Financial Wealth Management LLC

285

Sep 30, 25

+285

0.00%

SYNOVUS FINANCIAL CORP

Sep 30, 25

-11.58K

Financial Advocates Investment Management

Sep 30, 25

-107.36K

HICKORY ASSET MANAGEMENT, INC.

49.66K

Jun 30, 25

+680

0.05%

AVANTAX ADVISORY SERVICES, INC.

22.99K

Jun 30, 25

-15.01K

0.02%

Atria Wealth Solutions, Inc.

20.41K

Jun 30, 25

+1.32K

0.02%

Zions Bancorporation, N.A.

5.00K

Dec 31, 24

0.00%

AlphaMark Advisors, LLC

2.00K

Dec 31, 24

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-2.22K

Raymond James Financial Services Advisors, Inc.

1.07M

Sep 30, 24

+297.07K

1.07%

RAYMOND JAMES & ASSOCIATES

490.57K

Sep 30, 24

-20.50K

0.49%

GUNN & Co INVESTMENT MANAGEMENT, INC.

123.59K

Sep 30, 24

-1.99M

0.12%

Peterson Financial Group, Inc.

Sep 30, 24

+70

0.00%

ICA Group Wealth Management, LLC

45.76K

Jun 30, 24

-52.32K

0.05%

BENJAMIN F. EDWARDS & COMPANY, INC.

1.15K

Jun 30, 24

-14.22K

0.00%

Cetera Advisors LLC

196.92K

Mar 31, 24

+106.10K

0.20%

Cetera Advisor Networks LLC

144.71K

Mar 31, 24

+40.11K

0.14%

KCS Wealth Advisory

11.16K

Sep 30, 23

-3.63K

0.01%

Truadvice, LLC

10.88K

Sep 30, 23

-413

0.01%

Southern Wealth Management, LLP

10.63K

Mar 31, 23

-14.40K

0.01%

Bickling Financial Services, Inc.

10.27K

Dec 31, 22

+10.27K

0.01%

American Portfolios Advisors

700

Sep 30, 22

+700

0.00%

B. Riley Wealth Management, Inc.

89.45K

Jun 30, 22

+1.00K

0.09%

NEXT Financial Group, Inc

Dec 31, 21

Ameritas Investment Company, LLC

21.87K

Sep 30, 21

+4.01K

0.02%

Epstein & White Financial LLC

18.01K

Jun 30, 21

+359

0.02%

Global Financial Private Capital, Inc

2.35K

Jun 30, 20

-445

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

22.18K

Dec 31, 19

-25.05K

0.02%

Advisor Group, Inc.

12.39K

Dec 31, 19

-5.57K

0.01%

BB&T SECURITIES, LLC

21.44K

Sep 30, 19

+99

0.02%

AVIANCE CAPITAL MANAGEMENT, LLC

6.96K

Mar 31, 19

-965

0.01%