First Trust Large Cap Value AlphaDEX Fund(FTA)

$97.25—

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First Trust Large Cap Value AlphaDEX Fund(FTA)

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$97.25—

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FTA(FTA)

FTA

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Institutional Ownership

Top 292 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	1.81M	Mar 31, 26	-203.29K	13.49%
LPL Financial LLC	1.07M	Mar 31, 26	+68.92K	8.00%
UBS Group AG	968.43K	Mar 31, 26	-3.45K	7.23%
ENVESTNET ASSET MANAGEMENT INC	401.42K	Mar 31, 26	+9	3.00%
BANK OF AMERICA CORP /DE/	391.31K	Mar 31, 26	+44.26K	2.92%
Cetera Investment Advisers	345.18K	Mar 31, 26	+1.69K	2.58%
ROYAL BANK OF CANADA	298.95K	Mar 31, 26	+1.39K	2.23%
RAYMOND JAMES FINANCIAL INC	295.10K	Mar 31, 26	+57.84K	2.20%
Integrated Wealth Concepts LLC	198.48K	Mar 31, 26	+188.22K	1.48%
WELLS FARGO & COMPANY/MN	197.34K	Mar 31, 26	+2.29K	1.47%
Kingsview Wealth Management, LLC	176.75K	Mar 31, 26	-14.92K	1.32%
NewEdge Advisors, LLC	156.18K	Mar 31, 26	+56.80K	1.17%
Cambridge Investment Research Advisors, Inc.	146.26K	Mar 31, 26	-12.72K	1.09%
Private Advisor Group, LLC	144.19K	Mar 31, 26	-7.08K	1.08%
Holistic Financial Partners	140.64K	Mar 31, 26	+2.56K	1.05%
ASSETMARK, INC	138.72K	Mar 31, 26	-2.28K	1.04%
COMMONWEALTH EQUITY SERVICES, LLC	129.24K	Mar 31, 26	-4.58K	0.97%
ADVISOR GROUP HOLDINGS, INC.	116.81K	Mar 31, 26	-18.54K	0.87%
BENJAMIN EDWARDS INC	104.78K	Mar 31, 26	+10.48K	0.78%
GOLDMAN SACHS GROUP INC	102.37K	Mar 31, 26	+17.85K	0.76%
Kaydan Wealth Management, Inc.	88.82K	Mar 31, 26	-427	0.66%
IHT Wealth Management, LLC	80.41K	Mar 31, 26	-7.70K	0.60%
HARBOUR INVESTMENTS, INC.	76.01K	Mar 31, 26	-24.59K	0.57%
Baird Financial Group, Inc.	75.86K	Mar 31, 26	+44.88K	0.57%
Janney Montgomery Scott LLC	72.13K	Mar 31, 26	+7.17K	0.54%
TRUIST FINANCIAL CORP	70.42K	Mar 31, 26	-6.46K	0.53%
Vestmark Advisory Solutions, Inc.	70.12K	Mar 31, 26	-26.07K	0.52%
Gateway Wealth Partners, LLC	69.38K	Mar 31, 26	+35.45K	0.52%
STIFEL FINANCIAL CORP	69.11K	Mar 31, 26	+11.02K	0.52%
COTTONWOOD CAPITAL ADVISORS, LLC	57.81K	Mar 31, 26	-2.28K	0.43%
Snowden Capital Advisors LLC	57.41K	Mar 31, 26	+2.01K	0.43%
BNP PARIBAS ARBITRAGE, SNC	50.00K	Mar 31, 26	+50.00K	0.37%
Midwest Heritage Bank, FSB	46.26K	Mar 31, 26	-8.82K	0.35%
Prospera Financial Services Inc	43.88K	Mar 31, 26	+1.72K	0.33%
Bank of New York Mellon Corp	42.32K	Mar 31, 26	+2.17K	0.32%
IFP Advisors, Inc	41.74K	Mar 31, 26	-656	0.31%
Creative Planning	41.71K	Mar 31, 26	+1.92K	0.31%
Trueblood Wealth Management, LLC	40.96K	Mar 31, 26	+56	0.31%
Independent Advisor Alliance	39.71K	Mar 31, 26	+39.71K	0.30%
Atria Investments, Inc	37.58K	Mar 31, 26	-3.46K	0.28%
D.A. DAVIDSON & CO.	37.41K	Mar 31, 26	-374	0.28%
CITADEL ADVISORS LLC	35.38K	Mar 31, 26	+31.60K	0.26%
AE Wealth Management LLC	30.40K	Mar 31, 26	-40.34K	0.23%
Regal Investment Advisors LLC	27.91K	Mar 31, 26	-110	0.21%
IAMS WEALTH MANAGEMENT, LLC	27.42K	Mar 31, 26	-4.27K	0.20%
Brinker Capital Investments, LLC	25.58K	Mar 31, 26	+579	0.19%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	23.96K	Mar 31, 26	+12.13K	0.18%
Triton Wealth Management, PLLC	23.16K	Mar 31, 26	--	0.17%
JONES FINANCIAL COMPANIES LLLP	22.69K	Mar 31, 26	+3.47K	0.17%
PARK AVENUE SECURITIES LLC	21.87K	Mar 31, 26	+234	0.16%
RFG Advisory, LLC	21.57K	Mar 31, 26	+17.20K	0.16%
FSB PREMIER WEALTH MANAGEMENT, INC.	21.39K	Mar 31, 26	-643	0.16%
OneAscent Financial Services LLC	20.58K	Mar 31, 26	-1.59K	0.15%
Kestra Advisory Services, LLC	20.47K	Mar 31, 26	+987	0.15%
Sanctuary Advisors, LLC	19.28K	Mar 31, 26	+212	0.14%
JPMORGAN CHASE & CO	19.08K	Mar 31, 26	+243	0.14%
Equitable Holdings, Inc.	18.51K	Mar 31, 26	-423	0.14%
LaSalle St. Investment Advisors, LLC	16.83K	Mar 31, 26	-41	0.13%
NewEdge Wealth, LLC	16.81K	Mar 31, 26	+14	0.13%
UBS ASSET MANAGEMENT AMERICAS INC	16.69K	Mar 31, 26	+15.95K	0.12%
JANE STREET GROUP, LLC	16.18K	Mar 31, 26	+16.18K	0.12%
KESTRA PRIVATE WEALTH SERVICES, LLC	15.21K	Mar 31, 26	-27.10K	0.11%
HBW Advisory Services LLC	15.18K	Mar 31, 26	+271	0.11%
Parallel Advisors, LLC	14.88K	Mar 31, 26	+12.62K	0.11%
Arkadios Wealth Advisors	14.56K	Mar 31, 26	+1.18K	0.11%
Mariner, LLC	14.47K	Mar 31, 26	-467	0.11%
Waverly Advisors, LLC	14.08K	Mar 31, 26	-24	0.11%
Western Wealth Management, LLC	14.01K	Mar 31, 26	-1.14K	0.10%
MML INVESTORS SERVICES, LLC	13.71K	Mar 31, 26	-212	0.10%
TCFG WEALTH MANAGEMENT, LLC	13.33K	Mar 31, 26	+24	0.10%
FIRST TRUST ADVISORS LP	12.94K	Mar 31, 26	-1.34K	0.10%
Stratos Wealth Partners, LTD.	12.89K	Mar 31, 26	-1.16K	0.10%
Chicago Partners Investment Group LLC	12.74K	Mar 31, 26	+36	0.10%
Richmond Investment Services, LLC	12.49K	Mar 31, 26	-752	0.09%
Virtu Financial LLC	12.37K	Mar 31, 26	+12.37K	0.09%
GREAT VALLEY ADVISOR GROUP, INC.	12.13K	Mar 31, 26	+370	0.09%
WINEBRENNER CAPITAL MANAGEMENT LLC	11.85K	Mar 31, 26	+1	0.09%
Proactive Wealth Strategies LLC	11.26K	Mar 31, 26	+5.65K	0.08%
RMR Capital Management, LLC	11.16K	Mar 31, 26	-35	0.08%
PNC FINANCIAL SERVICES GROUP, INC.	10.05K	Mar 31, 26	+16	0.08%
MPWM ADVISORY SOLUTIONS, LLC	9.57K	Mar 31, 26	+65	0.07%
Keystone Wealth Services, LLC	9.38K	Mar 31, 26	+9.38K	0.07%
Concurrent Investment Advisors, LLC	9.38K	Mar 31, 26	+77	0.07%
INDEPENDENT FINANCIAL GROUP, LLC	9.27K	Mar 31, 26	-1.21K	0.07%
Blackhawk Capital Partners LLC.	9.15K	Mar 31, 26	+430	0.07%
Allworth Financial LP	8.65K	Mar 31, 26	-254	0.06%
Eukles Asset Management	7.75K	Mar 31, 26	-1.06K	0.06%
Morey & Quinn Wealth Partners, LLC	7.65K	Mar 31, 26	--	0.06%
FLOW TRADERS U.S. LLC	7.60K	Mar 31, 26	+3.98K	0.06%
Mutual Advisors, LLC	7.59K	Mar 31, 26	+109	0.06%
MEITAV INVESTMENT HOUSE LTD	7.55K	Mar 31, 26	--	0.06%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	7.50K	Mar 31, 26	+1.20K	0.06%
Envestnet Portfolio Solutions, Inc.	7.38K	Mar 31, 26	-348	0.06%
Three Seasons Wealth, LLC	7.35K	Mar 31, 26	-655	0.05%
HighTower Advisors, LLC	7.27K	Mar 31, 26	+301	0.05%
MERCER GLOBAL ADVISORS INC /ADV	7.23K	Mar 31, 26	+4.44K	0.05%
OPPENHEIMER & CO INC	7.05K	Mar 31, 26	-288	0.05%
FIFTH THIRD BANCORP	6.99K	Mar 31, 26	+6.99K	0.05%
PFG Advisors	6.91K	Mar 31, 26	-2.33K	0.05%
Pinnacle Family Advisors, LLC	6.85K	Mar 31, 26	-93	0.05%
Gladstone Institutional Advisory LLC	6.49K	Mar 31, 26	+541	0.05%
FMR LLC	6.47K	Mar 31, 26	+2.23K	0.05%
Farther Finance Advisors, LLC	6.46K	Mar 31, 26	+5.26K	0.05%
Steward Partners Investment Advisory, LLC	6.42K	Mar 31, 26	-45	0.05%
Clearwater Capital Advisors, LLC	6.41K	Mar 31, 26	--	0.05%
Founders Financial Alliance, LLC	6.36K	Mar 31, 26	+209	0.05%
STAR Financial Bank	6.28K	Mar 31, 26	-200	0.05%
NOVEM GROUP	6.16K	Mar 31, 26	+6.16K	0.05%
Sigma Planning Corp	5.83K	Mar 31, 26	+595	0.04%
MGO ONE SEVEN LLC	5.79K	Mar 31, 26	+5.79K	0.04%
Rockefeller Capital Management L.P.	5.71K	Mar 31, 26	-113	0.04%
American Institute for Advanced Investment Management, LLP	5.62K	Mar 31, 26	-50	0.04%
Independent Wealth Network Inc.	5.37K	Mar 31, 26	-262	0.04%
Kraft, Davis & Associates, LLC	5.13K	Mar 31, 26	+3	0.04%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	4.82K	Mar 31, 26	+1.62K	0.04%
KINGSWOOD WEALTH ADVISORS, LLC	4.81K	Mar 31, 26	+4.81K	0.04%
WEDBUSH SECURITIES INC	4.60K	Mar 31, 26	+365	0.03%
StoneX Group Inc.	4.59K	Mar 31, 26	-10.37K	0.03%
BlueChip Wealth Advisors LLC	4.52K	Mar 31, 26	-1.57K	0.03%
PRINCIPAL SECURITIES, INC.	4.52K	Mar 31, 26	+259	0.03%
Asset Allocation Strategies LLC	4.51K	Mar 31, 26	-1.06K	0.03%
Ashton Thomas Private Wealth, LLC	4.45K	Mar 31, 26	-807	0.03%
WealthTrust Asset Management, LLC	4.26K	Mar 31, 26	+1.39K	0.03%
Apollon Wealth Management, LLC	4.25K	Mar 31, 26	-225	0.03%
1776 Wealth LLC	4.22K	Mar 31, 26	--	0.03%
KPP Advisory Services LLC	4.19K	Mar 31, 26	--	0.03%
CUSTOM INDEX SYSTEMS, LLC	4.18K	Mar 31, 26	+4.18K	0.03%
Valmark Advisers, Inc.	4.14K	Mar 31, 26	--	0.03%
Patriot Financial Group Insurance Agency, LLC	3.79K	Mar 31, 26	+3.79K	0.03%
DAYMARK WEALTH PARTNERS, LLC	3.61K	Mar 31, 26	-570	0.03%
WILEY BROS.-AINTREE CAPITAL, LLC	3.56K	Mar 31, 26	-20	0.03%
PRIVATE CLIENT SERVICES, LLC	3.53K	Mar 31, 26	-131	0.03%
Invesco Ltd.	3.37K	Mar 31, 26	+3.37K	0.03%
Sequent Planning LLC	3.28K	Mar 31, 26	+553	0.02%
ABLE Financial Group, LLC	3.28K	Mar 31, 26	-495	0.02%
Tidemark, LLC	3.17K	Mar 31, 26	--	0.02%
GeoWealth Management, LLC	3.07K	Mar 31, 26	-923	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.06K	Mar 31, 26	+55	0.02%
Pensionmark Financial Group, LLC	3.03K	Mar 31, 26	+45	0.02%
Buckingham Strategic Partners	2.96K	Mar 31, 26	--	0.02%
WESBANCO BANK INC	2.95K	Mar 31, 26	-285	0.02%
Koshinski Asset Management, Inc.	2.92K	Mar 31, 26	+1	0.02%
Retirement Planning Group	2.91K	Mar 31, 26	--	0.02%
Wealthcare Advisory Partners LLC	2.88K	Mar 31, 26	-70	0.02%
Avantax Planning Partners, Inc.	2.85K	Mar 31, 26	--	0.02%
Ausdal Financial Partners, Inc.	2.85K	Mar 31, 26	+4	0.02%
NORTHWEST WEALTH MANAGEMENT, LLC	2.83K	Mar 31, 26	--	0.02%
Aprio Wealth Management, LLC	2.83K	Mar 31, 26	+11	0.02%
MTM Investment Management, LLC	2.71K	Mar 31, 26	--	0.02%
J.W. COLE ADVISORS, INC.	2.66K	Mar 31, 26	+2.66K	0.02%
Cresset Asset Management, LLC	2.65K	Mar 31, 26	+2	0.02%
626 Financial, LLC	2.65K	Mar 31, 26	--	0.02%
REAP Financial Group, LLC	2.56K	Mar 31, 26	-215	0.02%
DHJJ Financial Advisors, Ltd.	2.52K	Mar 31, 26	--	0.02%
Key Client Fiduciary Advisors, LLC	2.50K	Mar 31, 26	--	0.02%
Pine Valley Investments Ltd Liability Co	2.43K	Mar 31, 26	-4	0.02%
Sequoia Financial Advisors, LLC	2.36K	Mar 31, 26	--	0.02%
Bison Wealth, LLC	2.31K	Mar 31, 26	+7	0.02%
SILVER OAK SECURITIES, INCORPORATED	2.28K	Mar 31, 26	-16.82K	0.02%
CWM, LLC	2.24K	Mar 31, 26	+685	0.02%
BlackRock, Inc.	2.22K	Mar 31, 26	+2.22K	0.02%
TWO SIGMA SECURITIES, LLC	2.17K	Mar 31, 26	+2.17K	0.02%
Rossby Financial, LCC	2.13K	Mar 31, 26	+321	0.02%
MAI Capital Management	2.12K	Mar 31, 26	-56	0.02%
US BANCORP \DE\	1.95K	Mar 31, 26	--	0.01%
HUNTINGTON NATIONAL BANK	1.90K	Mar 31, 26	--	0.01%
Nova Wealth Management, Inc.	1.89K	Mar 31, 26	-7	0.01%
Spire Wealth Management	1.86K	Mar 31, 26	+263	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.61K	Mar 31, 26	-36	0.01%
Sound Income Strategies, LLC	1.55K	Mar 31, 26	--	0.01%
Bank of Jackson Hole Trust	1.49K	Mar 31, 26	--	0.01%
Advisory Services Network, LLC	1.30K	Mar 31, 26	+1.30K	0.01%
CENTAURUS FINANCIAL, INC.	1.26K	Mar 31, 26	-356	0.01%
Synergy Investment Management, LLC	1.19K	Mar 31, 26	+1.19K	0.01%
Hilltop National Bank	1.04K	Mar 31, 26	--	0.01%
Pinnacle Bancorp, Inc.	963	Mar 31, 26	--	0.01%
BLAIR WILLIAM & CO/IL	928	Mar 31, 26	--	0.01%
Golden State Wealth Management, LLC	898	Mar 31, 26	--	0.01%
BESSEMER GROUP INC	784	Mar 31, 26	--	0.01%
CULLEN/FROST BANKERS, INC.	730	Mar 31, 26	+275	0.01%
Smithfield Trust Co	600	Mar 31, 26	-120	0.00%
CLEAR INVESTMENT RESEARCH, LLC	537	Mar 31, 26	+537	0.00%
Smartleaf Asset Management LLC	508	Mar 31, 26	-54	0.00%
CX Institutional	469	Mar 31, 26	+1	0.00%
GAMMA Investing LLC	438	Mar 31, 26	-125	0.00%
PRIVATE TRUST CO NA	430	Mar 31, 26	-183	0.00%
Sunbelt Securities, Inc.	370	Mar 31, 26	--	0.00%
Main Street Group, LTD	360	Mar 31, 26	+360	0.00%
Russell Investments Group, Ltd.	358	Mar 31, 26	+61	0.00%
Asset Dedication, LLC	343	Mar 31, 26	--	0.00%
Geneos Wealth Management Inc.	300	Mar 31, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	300	Mar 31, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	267	Mar 31, 26	--	0.00%
CITIGROUP INC	227	Mar 31, 26	--	0.00%
Dunhill Financial, LLC	217	Mar 31, 26	--	0.00%
NBC SECURITIES, INC.	210	Mar 31, 26	--	0.00%
Ancora Advisors, LLC	207	Mar 31, 26	--	0.00%
AdvisorNet Financial, Inc	177	Mar 31, 26	--	0.00%
CITY HOLDING CO	165	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	164	Mar 31, 26	-62	0.00%
Ronald Blue Trust, Inc.	157	Mar 31, 26	+1	0.00%
SRS Capital Advisors, Inc.	124	Mar 31, 26	--	0.00%
AMERIFLEX GROUP, INC.	103	Mar 31, 26	--	0.00%
SJS Investment Consulting Inc.	50	Mar 31, 26	+50	0.00%
Key FInancial Inc	46	Mar 31, 26	--	0.00%
KELLEHER FINANCIAL ADVISORS	10	Mar 31, 26	--	0.00%
Arete Wealth Advisors, LLC	--	Mar 31, 26	-2.38K	--
Luminist Capital LLC	--	Mar 31, 26	-211	--
DAVENPORT & Co LLC	--	Mar 31, 26	-4.34K	--
Atomi Financial Group, Inc.	--	Mar 31, 26	-2.81K	--
IFG Advisory, LLC	--	Mar 31, 26	-4.53K	--
Coppell Advisory Solutions LLC	--	Mar 31, 26	-23.00K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-19	--
Lloyd Advisory Services, LLC.	--	Mar 31, 26	-36	--
Beacon Pointe Advisors, LLC	--	Mar 31, 26	-3.37K	--
Tower Research Capital LLC (TRC)	--	Mar 31, 26	-4	--
COMERICA BANK	7.55K	Dec 31, 25	-1.06K	0.06%
MGB Wealth Management, LLC	5.65K	Dec 31, 25	+10	0.04%
Global Retirement Partners, LLC	5.11K	Dec 31, 25	-4.97K	0.04%
Janney Capital Management LLC	3.26K	Dec 31, 25	--	0.02%
TUCKER ASSET MANAGEMENT LLC	2.25K	Dec 31, 25	-719	0.02%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-1.04K	--
Moloney Securities Asset Management, LLC	2.70K	Sep 30, 25	+139	0.02%
AVANTAX ADVISORY SERVICES, INC.	85.02K	Jun 30, 25	-19.57K	0.64%
Tyler-Stone Wealth Management	7.01K	Jun 30, 25	+1	0.05%
Elios Financial Group Inc.	5.03K	Jun 30, 25	+6	0.04%
Atria Wealth Solutions, Inc.	2.77K	Jun 30, 25	-18.66K	0.02%
Orion Portfolio Solutions, LLC	24.70K	Mar 31, 25	-234	0.18%
Zions Bancorporation, N.A.	7.22K	Dec 31, 24	--	0.05%
Private Portfolio Partners LLC	6.89K	Dec 31, 24	-721	0.05%
AlphaMark Advisors, LLC	500	Dec 31, 24	-190	0.00%
SignalPoint Asset Management, LLC	--	Dec 31, 24	-16.41K	--
Raymond James Financial Services Advisors, Inc.	229.39K	Sep 30, 24	-24.49K	1.71%
RAYMOND JAMES & ASSOCIATES	189.71K	Sep 30, 24	-8.93K	1.42%
Kowal Investment Group, LLC	49.73K	Sep 30, 24	+181	0.37%
9258 Wealth Management, LLC	12.17K	Sep 30, 24	--	0.09%
ETFIDEA, LLC	12.03K	Sep 30, 24	-62	0.09%
First Trust Direct Indexing L.P.	2.85K	Sep 30, 24	--	0.02%
Halpern Financial, Inc.	1.04K	Sep 30, 24	--	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	42.01K	Jun 30, 24	-179	0.31%
ICA Group Wealth Management, LLC	425	Jun 30, 24	+175	0.00%
Cetera Advisor Networks LLC	151.98K	Mar 31, 24	+2.22K	1.14%
Coppell Advisory Solutions Corp.	88.77K	Mar 31, 24	+88.77K	0.66%
Cetera Advisors LLC	83.50K	Mar 31, 24	+45.91K	0.62%
EUDAIMONIA ADVISORS LLC	2.80K	Mar 31, 24	+2.80K	0.02%
DFPG INVESTMENTS, LLC	5.65K	Dec 31, 23	--	0.04%
Simplicity Solutions, LLC	3.29K	Dec 31, 23	-193	0.02%
COMERICA SECURITIES,INC.	8.81K	Sep 30, 23	-77	0.07%
True Capital Management	3.92K	Mar 31, 23	-541	0.03%
Laurel Wealth Advisors, Inc.	187.44K	Dec 31, 22	+748	1.40%
S.C. Financial Services, Inc.	12.62K	Dec 31, 22	+61	0.09%
American Portfolios Advisors	107	Sep 30, 22	--	0.00%
Holloway Wealth Management, LLC	7.56K	Mar 31, 22	-69.47K	0.06%
Investors Financial Group, LLC	19.44K	Dec 31, 21	-3.61K	0.15%
NEXT Financial Group, Inc	7.93K	Dec 31, 21	+1.92K	0.06%
Carroll Financial Associates, Inc.	490	Dec 31, 21	--	0.00%
BHF RG Capital Inc.	9.11K	Sep 30, 21	+29	0.07%
USCA RIA LLC	80.26K	Jun 30, 21	+12.55K	0.60%
Nachman Norwood & Parrott, Inc	4.18K	Jun 30, 21	-225	0.03%
Winslow, Evans & Crocker, Inc.	1.09K	Dec 31, 20	+975	0.01%
First Allied Advisory Services, Inc.	41.19K	Sep 30, 20	-6.30K	0.31%
Peak Capital Management LLC	173.22K	Mar 31, 20	+26.18K	1.29%
Advisor Group, Inc.	197.84K	Dec 31, 19	-62.76K	1.48%
LADENBURG THALMANN FINANCIAL SERVICES INC.	77.07K	Dec 31, 19	-3.74K	0.58%
Whitnell & Co.	953	Dec 31, 19	+60	0.01%
SUNTRUST BANKS INC	98.70K	Sep 30, 19	+98.70K	0.74%
BB&T SECURITIES, LLC	22.03K	Sep 30, 19	-1.83K	0.16%
HL FINANCIAL SERVICES LLC	93.35K	Mar 31, 19	-2.38K	0.70%
RELIANCE TRUST CO OF DELAWARE	26.43K	Mar 31, 19	+9.19K	0.20%
COMERICA SECURITIES INC	20.73K	Dec 31, 18	-113	0.15%
HAYS ADVISORY LLC	--	Sep 30, 18	-82.82K	--
IFC Holdings Incorporated/FL	7.80K	Dec 31, 17	-61.51K	0.06%
BB&T INVESTMENT SERVICES, INC.	1.76K	Dec 31, 17	+1.76K	0.01%
NATIONAL PLANNING CORP	--	Dec 31, 17	-8.00K	--
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-30.63K	--
Commonwealth Equity Services, Inc	94.54K	Jun 30, 17	+6.37K	0.71%
Virtu KCG Holdings LLC	4.40K	Jun 30, 17	-11.83K	0.03%
WFG Advisors, LP	3.38K	Jun 30, 17	-163	0.03%
Independent Portfolio Consultants, Inc.	345	Jun 30, 17	+345	0.00%
MSI Financial Services Inc	72.83K	Dec 31, 16	+6.78K	0.54%
WESTPORT RESOURCES MANAGEMENT INC	500	Sep 30, 16	--	0.00%
SOCIETE GENERALE	33.27K	Jun 30, 16	+33.27K	0.25%
VSR Financial Services, Inc.	16.64K	Jun 30, 16	-194	0.12%
SMITH HAYES Advisers, Inc	19.95K	Dec 31, 15	+693	0.15%
Aris Wealth Services, Inc.	983	Sep 30, 15	--	0.01%
MANAGED ACCOUNT ADVISORS LLC	133.93K	Jun 30, 15	+37.28K	1.00%
FolioMetrix LLC	2.96K	Jun 30, 15	+2.96K	0.02%
BAIRD ROBERT W & CO INC /WI/	170.97K	Mar 31, 15	+14.88K	1.28%
NEW ENGLAND SECURITIES CORP /MA/	20.13K	Dec 31, 14	+3.85K	0.15%
UBS AG	1.67M	Sep 30, 14	+520.99K	12.47%
STIFEL NICOLAUS & CO INC \MO\	13.07K	Sep 30, 13	-900	0.10%
KNIGHT CAPITAL GROUP LLC	19.55K	Jun 30, 13	+19.55K	0.15%

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Holder

Date

Change

% Held

MORGAN STANLEY

1.81M

Mar 31, 26

-203.29K

13.49%

LPL Financial LLC

1.07M

Mar 31, 26

+68.92K

8.00%

UBS Group AG

968.43K

Mar 31, 26

-3.45K

7.23%

ENVESTNET ASSET MANAGEMENT INC

401.42K

Mar 31, 26

3.00%

BANK OF AMERICA CORP /DE/

391.31K

Mar 31, 26

+44.26K

2.92%

Cetera Investment Advisers

345.18K

Mar 31, 26

+1.69K

2.58%

ROYAL BANK OF CANADA

298.95K

Mar 31, 26

+1.39K

2.23%

RAYMOND JAMES FINANCIAL INC

295.10K

Mar 31, 26

+57.84K

2.20%

Integrated Wealth Concepts LLC

198.48K

Mar 31, 26

+188.22K

1.48%

WELLS FARGO & COMPANY/MN

197.34K

Mar 31, 26

+2.29K

1.47%

Kingsview Wealth Management, LLC

176.75K

Mar 31, 26

-14.92K

1.32%

NewEdge Advisors, LLC

156.18K

Mar 31, 26

+56.80K

1.17%

Cambridge Investment Research Advisors, Inc.

146.26K

Mar 31, 26

-12.72K

1.09%

Private Advisor Group, LLC

144.19K

Mar 31, 26

-7.08K

1.08%

Holistic Financial Partners

140.64K

Mar 31, 26

+2.56K

1.05%

ASSETMARK, INC

138.72K

Mar 31, 26

-2.28K

1.04%

COMMONWEALTH EQUITY SERVICES, LLC

129.24K

Mar 31, 26

-4.58K

0.97%

ADVISOR GROUP HOLDINGS, INC.

116.81K

Mar 31, 26

-18.54K

0.87%

BENJAMIN EDWARDS INC

104.78K

Mar 31, 26

+10.48K

0.78%

GOLDMAN SACHS GROUP INC

102.37K

Mar 31, 26

+17.85K

0.76%

Kaydan Wealth Management, Inc.

88.82K

Mar 31, 26

-427

0.66%

IHT Wealth Management, LLC

80.41K

Mar 31, 26

-7.70K

0.60%

HARBOUR INVESTMENTS, INC.

76.01K

Mar 31, 26

-24.59K

0.57%

Baird Financial Group, Inc.

75.86K

Mar 31, 26

+44.88K

0.57%

Janney Montgomery Scott LLC

72.13K

Mar 31, 26

+7.17K

0.54%

TRUIST FINANCIAL CORP

70.42K

Mar 31, 26

-6.46K

0.53%

Vestmark Advisory Solutions, Inc.

70.12K

Mar 31, 26

-26.07K

0.52%

Gateway Wealth Partners, LLC

69.38K

Mar 31, 26

+35.45K

0.52%

STIFEL FINANCIAL CORP

69.11K

Mar 31, 26

+11.02K

0.52%

COTTONWOOD CAPITAL ADVISORS, LLC

57.81K

Mar 31, 26

-2.28K

0.43%

Snowden Capital Advisors LLC

57.41K

Mar 31, 26

+2.01K

0.43%

BNP PARIBAS ARBITRAGE, SNC

50.00K

Mar 31, 26

+50.00K

0.37%

Midwest Heritage Bank, FSB

46.26K

Mar 31, 26

-8.82K

0.35%

Prospera Financial Services Inc

43.88K

Mar 31, 26

+1.72K

0.33%

Bank of New York Mellon Corp

42.32K

Mar 31, 26

+2.17K

0.32%

IFP Advisors, Inc

41.74K

Mar 31, 26

-656

0.31%

Creative Planning

41.71K

Mar 31, 26

+1.92K

0.31%

Trueblood Wealth Management, LLC

40.96K

Mar 31, 26

+56

0.31%

Independent Advisor Alliance

39.71K

Mar 31, 26

+39.71K

0.30%

Atria Investments, Inc

37.58K

Mar 31, 26

-3.46K

0.28%

D.A. DAVIDSON & CO.

37.41K

Mar 31, 26

-374

0.28%

CITADEL ADVISORS LLC

35.38K

Mar 31, 26

+31.60K

0.26%

AE Wealth Management LLC

30.40K

Mar 31, 26

-40.34K

0.23%

Regal Investment Advisors LLC

27.91K

Mar 31, 26

-110

0.21%

IAMS WEALTH MANAGEMENT, LLC

27.42K

Mar 31, 26

-4.27K

0.20%

Brinker Capital Investments, LLC

25.58K

Mar 31, 26

+579

0.19%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

23.96K

Mar 31, 26

+12.13K

0.18%

Triton Wealth Management, PLLC

23.16K

Mar 31, 26

0.17%

JONES FINANCIAL COMPANIES LLLP

22.69K

Mar 31, 26

+3.47K

0.17%

PARK AVENUE SECURITIES LLC

21.87K

Mar 31, 26

+234

0.16%

RFG Advisory, LLC

21.57K

Mar 31, 26

+17.20K

0.16%

FSB PREMIER WEALTH MANAGEMENT, INC.

21.39K

Mar 31, 26

-643

0.16%

OneAscent Financial Services LLC

20.58K

Mar 31, 26

-1.59K

0.15%

Kestra Advisory Services, LLC

20.47K

Mar 31, 26

+987

0.15%

Sanctuary Advisors, LLC

19.28K

Mar 31, 26

+212

0.14%

JPMORGAN CHASE & CO

19.08K

Mar 31, 26

+243

0.14%

Equitable Holdings, Inc.

18.51K

Mar 31, 26

-423

0.14%

LaSalle St. Investment Advisors, LLC

16.83K

Mar 31, 26

-41

0.13%

NewEdge Wealth, LLC

16.81K

Mar 31, 26

+14

0.13%

UBS ASSET MANAGEMENT AMERICAS INC

16.69K

Mar 31, 26

+15.95K

0.12%

JANE STREET GROUP, LLC

16.18K

Mar 31, 26

+16.18K

0.12%

KESTRA PRIVATE WEALTH SERVICES, LLC

15.21K

Mar 31, 26

-27.10K

0.11%

HBW Advisory Services LLC

15.18K

Mar 31, 26

+271

0.11%

Parallel Advisors, LLC

14.88K

Mar 31, 26

+12.62K

0.11%

Arkadios Wealth Advisors

14.56K

Mar 31, 26

+1.18K

0.11%

Mariner, LLC

14.47K

Mar 31, 26

-467

0.11%

Waverly Advisors, LLC

14.08K

Mar 31, 26

-24

0.11%

Western Wealth Management, LLC

14.01K

Mar 31, 26

-1.14K

0.10%

MML INVESTORS SERVICES, LLC

13.71K

Mar 31, 26

-212

0.10%

TCFG WEALTH MANAGEMENT, LLC

13.33K

Mar 31, 26

+24

0.10%

FIRST TRUST ADVISORS LP

12.94K

Mar 31, 26

-1.34K

0.10%

Stratos Wealth Partners, LTD.

12.89K

Mar 31, 26

-1.16K

0.10%

Chicago Partners Investment Group LLC

12.74K

Mar 31, 26

+36

0.10%

Richmond Investment Services, LLC

12.49K

Mar 31, 26

-752

0.09%

Virtu Financial LLC

12.37K

Mar 31, 26

+12.37K

0.09%

GREAT VALLEY ADVISOR GROUP, INC.

12.13K

Mar 31, 26

+370

0.09%

WINEBRENNER CAPITAL MANAGEMENT LLC

11.85K

Mar 31, 26

0.09%

Proactive Wealth Strategies LLC

11.26K

Mar 31, 26

+5.65K

0.08%

RMR Capital Management, LLC

11.16K

Mar 31, 26

-35

0.08%

PNC FINANCIAL SERVICES GROUP, INC.

10.05K

Mar 31, 26

+16

0.08%

MPWM ADVISORY SOLUTIONS, LLC

9.57K

Mar 31, 26

+65

0.07%

Keystone Wealth Services, LLC

9.38K

Mar 31, 26

+9.38K

0.07%

Concurrent Investment Advisors, LLC

9.38K

Mar 31, 26

+77

0.07%

INDEPENDENT FINANCIAL GROUP, LLC

9.27K

Mar 31, 26

-1.21K

0.07%

Blackhawk Capital Partners LLC.

9.15K

Mar 31, 26

+430

0.07%

Allworth Financial LP

8.65K

Mar 31, 26

-254

0.06%

Eukles Asset Management

7.75K

Mar 31, 26

-1.06K

0.06%

Morey & Quinn Wealth Partners, LLC

7.65K

Mar 31, 26

0.06%

FLOW TRADERS U.S. LLC

7.60K

Mar 31, 26

+3.98K

0.06%

Mutual Advisors, LLC

7.59K

Mar 31, 26

+109

0.06%

MEITAV INVESTMENT HOUSE LTD

7.55K

Mar 31, 26

0.06%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

7.50K

Mar 31, 26

+1.20K

0.06%

Envestnet Portfolio Solutions, Inc.

7.38K

Mar 31, 26

-348

0.06%

Three Seasons Wealth, LLC

7.35K

Mar 31, 26

-655

0.05%

HighTower Advisors, LLC

7.27K

Mar 31, 26

+301

0.05%

MERCER GLOBAL ADVISORS INC /ADV

7.23K

Mar 31, 26

+4.44K

0.05%

OPPENHEIMER & CO INC

7.05K

Mar 31, 26

-288

0.05%

FIFTH THIRD BANCORP

6.99K

Mar 31, 26

+6.99K

0.05%

PFG Advisors

6.91K

Mar 31, 26

-2.33K

0.05%

Pinnacle Family Advisors, LLC

6.85K

Mar 31, 26

-93

0.05%

Gladstone Institutional Advisory LLC

6.49K

Mar 31, 26

+541

0.05%

FMR LLC

6.47K

Mar 31, 26

+2.23K

0.05%

Farther Finance Advisors, LLC

6.46K

Mar 31, 26

+5.26K

0.05%

Steward Partners Investment Advisory, LLC

6.42K

Mar 31, 26

-45

0.05%

Clearwater Capital Advisors, LLC

6.41K

Mar 31, 26

0.05%

Founders Financial Alliance, LLC

6.36K

Mar 31, 26

+209

0.05%

STAR Financial Bank

6.28K

Mar 31, 26

-200

0.05%

NOVEM GROUP

6.16K

Mar 31, 26

+6.16K

0.05%

Sigma Planning Corp

5.83K

Mar 31, 26

+595

0.04%

MGO ONE SEVEN LLC

5.79K

Mar 31, 26

+5.79K

0.04%

Rockefeller Capital Management L.P.

5.71K

Mar 31, 26

-113

0.04%

American Institute for Advanced Investment Management, LLP

5.62K

Mar 31, 26

-50

0.04%

Independent Wealth Network Inc.

5.37K

Mar 31, 26

-262

0.04%

Kraft, Davis & Associates, LLC

5.13K

Mar 31, 26

0.04%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

4.82K

Mar 31, 26

+1.62K

0.04%

KINGSWOOD WEALTH ADVISORS, LLC

4.81K

Mar 31, 26

+4.81K

0.04%

WEDBUSH SECURITIES INC

4.60K

Mar 31, 26

+365

0.03%

StoneX Group Inc.

4.59K

Mar 31, 26

-10.37K

0.03%

BlueChip Wealth Advisors LLC

4.52K

Mar 31, 26

-1.57K

0.03%

PRINCIPAL SECURITIES, INC.

4.52K

Mar 31, 26

+259

0.03%

Asset Allocation Strategies LLC

4.51K

Mar 31, 26

-1.06K

0.03%

Ashton Thomas Private Wealth, LLC

4.45K

Mar 31, 26

-807

0.03%

WealthTrust Asset Management, LLC

4.26K

Mar 31, 26

+1.39K

0.03%

Apollon Wealth Management, LLC

4.25K

Mar 31, 26

-225

0.03%

1776 Wealth LLC

4.22K

Mar 31, 26

0.03%

KPP Advisory Services LLC

4.19K

Mar 31, 26

0.03%

CUSTOM INDEX SYSTEMS, LLC

4.18K

Mar 31, 26

+4.18K

0.03%

Valmark Advisers, Inc.

4.14K

Mar 31, 26

0.03%

Patriot Financial Group Insurance Agency, LLC

3.79K

Mar 31, 26

+3.79K

0.03%

DAYMARK WEALTH PARTNERS, LLC

3.61K

Mar 31, 26

-570

0.03%

WILEY BROS.-AINTREE CAPITAL, LLC

3.56K

Mar 31, 26

-20

0.03%

PRIVATE CLIENT SERVICES, LLC

3.53K

Mar 31, 26

-131

0.03%

Invesco Ltd.

3.37K

Mar 31, 26

+3.37K

0.03%

Sequent Planning LLC

3.28K

Mar 31, 26

+553

0.02%

ABLE Financial Group, LLC

3.28K

Mar 31, 26

-495

0.02%

Tidemark, LLC

3.17K

Mar 31, 26

0.02%

GeoWealth Management, LLC

3.07K

Mar 31, 26

-923

0.02%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

3.06K

Mar 31, 26

+55

0.02%

Pensionmark Financial Group, LLC

3.03K

Mar 31, 26

+45

0.02%

Buckingham Strategic Partners

2.96K

Mar 31, 26

0.02%

WESBANCO BANK INC

2.95K

Mar 31, 26

-285

0.02%

Koshinski Asset Management, Inc.

2.92K

Mar 31, 26

0.02%

Retirement Planning Group

2.91K

Mar 31, 26

0.02%

Wealthcare Advisory Partners LLC

2.88K

Mar 31, 26

-70

0.02%

Avantax Planning Partners, Inc.

2.85K

Mar 31, 26

0.02%

Ausdal Financial Partners, Inc.

2.85K

Mar 31, 26

0.02%

NORTHWEST WEALTH MANAGEMENT, LLC

2.83K

Mar 31, 26

0.02%

Aprio Wealth Management, LLC

2.83K

Mar 31, 26

+11

0.02%

MTM Investment Management, LLC

2.71K

Mar 31, 26

0.02%

J.W. COLE ADVISORS, INC.

2.66K

Mar 31, 26

+2.66K

0.02%

Cresset Asset Management, LLC

2.65K

Mar 31, 26

0.02%

626 Financial, LLC

2.65K

Mar 31, 26

0.02%

REAP Financial Group, LLC

2.56K

Mar 31, 26

-215

0.02%

DHJJ Financial Advisors, Ltd.

2.52K

Mar 31, 26

0.02%

Key Client Fiduciary Advisors, LLC

2.50K

Mar 31, 26

0.02%

Pine Valley Investments Ltd Liability Co

2.43K

Mar 31, 26

-4

0.02%

Sequoia Financial Advisors, LLC

2.36K

Mar 31, 26

0.02%

Bison Wealth, LLC

2.31K

Mar 31, 26

0.02%

SILVER OAK SECURITIES, INCORPORATED

2.28K

Mar 31, 26

-16.82K

0.02%

CWM, LLC

2.24K

Mar 31, 26

+685

0.02%

BlackRock, Inc.

2.22K

Mar 31, 26

+2.22K

0.02%

TWO SIGMA SECURITIES, LLC

2.17K

Mar 31, 26

+2.17K

0.02%

Rossby Financial, LCC

2.13K

Mar 31, 26

+321

0.02%

MAI Capital Management

2.12K

Mar 31, 26

-56

0.02%

US BANCORP \DE\

1.95K

Mar 31, 26

0.01%

HUNTINGTON NATIONAL BANK

1.90K

Mar 31, 26

0.01%

Nova Wealth Management, Inc.

1.89K

Mar 31, 26

-7

0.01%

Spire Wealth Management

1.86K

Mar 31, 26

+263

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.61K

Mar 31, 26

-36

0.01%

Sound Income Strategies, LLC

1.55K

Mar 31, 26

0.01%

Bank of Jackson Hole Trust

1.49K

Mar 31, 26

0.01%

Advisory Services Network, LLC

1.30K

Mar 31, 26

+1.30K

0.01%

CENTAURUS FINANCIAL, INC.

1.26K

Mar 31, 26

-356

0.01%

Synergy Investment Management, LLC

1.19K

Mar 31, 26

+1.19K

0.01%

Hilltop National Bank

1.04K

Mar 31, 26

0.01%

Pinnacle Bancorp, Inc.

963

Mar 31, 26

0.01%

BLAIR WILLIAM & CO/IL

928

Mar 31, 26

0.01%

Golden State Wealth Management, LLC

898

Mar 31, 26

0.01%

BESSEMER GROUP INC

784

Mar 31, 26

0.01%

CULLEN/FROST BANKERS, INC.

730

Mar 31, 26

+275

0.01%

Smithfield Trust Co

600

Mar 31, 26

-120

0.00%

CLEAR INVESTMENT RESEARCH, LLC

537

Mar 31, 26

+537

0.00%

Smartleaf Asset Management LLC

508

Mar 31, 26

-54

0.00%

CX Institutional

469

Mar 31, 26

0.00%

GAMMA Investing LLC

438

Mar 31, 26

-125

0.00%

PRIVATE TRUST CO NA

430

Mar 31, 26

-183

0.00%

Sunbelt Securities, Inc.

370

Mar 31, 26

0.00%

Main Street Group, LTD

360

Mar 31, 26

+360

0.00%

Russell Investments Group, Ltd.

358

Mar 31, 26

+61

0.00%

Asset Dedication, LLC

343

Mar 31, 26

0.00%

Geneos Wealth Management Inc.

300

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

300

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

267

Mar 31, 26

0.00%

CITIGROUP INC

227

Mar 31, 26

0.00%

Dunhill Financial, LLC

217

Mar 31, 26

0.00%

NBC SECURITIES, INC.

210

Mar 31, 26

0.00%

Ancora Advisors, LLC

207

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

177

Mar 31, 26

0.00%

CITY HOLDING CO

165

Mar 31, 26

0.00%

CoreCap Advisors, LLC

164

Mar 31, 26

-62

0.00%

Ronald Blue Trust, Inc.

157

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

124

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

103

Mar 31, 26

0.00%

SJS Investment Consulting Inc.

Mar 31, 26

+50

0.00%

Key FInancial Inc

Mar 31, 26

0.00%

KELLEHER FINANCIAL ADVISORS

Mar 31, 26

0.00%

Arete Wealth Advisors, LLC

Mar 31, 26

-2.38K

Luminist Capital LLC

Mar 31, 26

-211

DAVENPORT & Co LLC

Mar 31, 26

-4.34K

Atomi Financial Group, Inc.

Mar 31, 26

-2.81K

IFG Advisory, LLC

Mar 31, 26

-4.53K

Coppell Advisory Solutions LLC

Mar 31, 26

-23.00K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-19

Lloyd Advisory Services, LLC.

Mar 31, 26

-36

Beacon Pointe Advisors, LLC

Mar 31, 26

-3.37K

Tower Research Capital LLC (TRC)

Mar 31, 26

-4

COMERICA BANK

7.55K

Dec 31, 25

-1.06K

0.06%

MGB Wealth Management, LLC

5.65K

Dec 31, 25

+10

0.04%

Global Retirement Partners, LLC

5.11K

Dec 31, 25

-4.97K

0.04%

Janney Capital Management LLC

3.26K

Dec 31, 25

0.02%

TUCKER ASSET MANAGEMENT LLC

2.25K

Dec 31, 25

-719

0.02%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-1.04K

Moloney Securities Asset Management, LLC

2.70K

Sep 30, 25

+139

0.02%

AVANTAX ADVISORY SERVICES, INC.

85.02K

Jun 30, 25

-19.57K

0.64%

Tyler-Stone Wealth Management

7.01K

Jun 30, 25

0.05%

Elios Financial Group Inc.

5.03K

Jun 30, 25

0.04%

Atria Wealth Solutions, Inc.

2.77K

Jun 30, 25

-18.66K

0.02%

Orion Portfolio Solutions, LLC

24.70K

Mar 31, 25

-234

0.18%

Zions Bancorporation, N.A.

7.22K

Dec 31, 24

0.05%

Private Portfolio Partners LLC

6.89K

Dec 31, 24

-721

0.05%

AlphaMark Advisors, LLC

500

Dec 31, 24

-190

0.00%

SignalPoint Asset Management, LLC

Dec 31, 24

-16.41K

Raymond James Financial Services Advisors, Inc.

229.39K

Sep 30, 24

-24.49K

1.71%

RAYMOND JAMES & ASSOCIATES

189.71K

Sep 30, 24

-8.93K

1.42%

Kowal Investment Group, LLC

49.73K

Sep 30, 24

+181

0.37%

9258 Wealth Management, LLC

12.17K

Sep 30, 24

0.09%

ETFIDEA, LLC

12.03K

Sep 30, 24

-62

0.09%

First Trust Direct Indexing L.P.

2.85K

Sep 30, 24

0.02%

Halpern Financial, Inc.

1.04K

Sep 30, 24

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

42.01K

Jun 30, 24

-179

0.31%

ICA Group Wealth Management, LLC

425

Jun 30, 24

+175

0.00%

Cetera Advisor Networks LLC

151.98K

Mar 31, 24

+2.22K

1.14%

Coppell Advisory Solutions Corp.

88.77K

Mar 31, 24

+88.77K

0.66%

Cetera Advisors LLC

83.50K

Mar 31, 24

+45.91K

0.62%

EUDAIMONIA ADVISORS LLC

2.80K

Mar 31, 24

+2.80K

0.02%

DFPG INVESTMENTS, LLC

5.65K

Dec 31, 23

0.04%

Simplicity Solutions, LLC

3.29K

Dec 31, 23

-193

0.02%

COMERICA SECURITIES,INC.

8.81K

Sep 30, 23

-77

0.07%

True Capital Management

3.92K

Mar 31, 23

-541

0.03%

Laurel Wealth Advisors, Inc.

187.44K

Dec 31, 22

+748

1.40%

S.C. Financial Services, Inc.

12.62K

Dec 31, 22

+61

0.09%

American Portfolios Advisors

107

Sep 30, 22

0.00%

Holloway Wealth Management, LLC

7.56K

Mar 31, 22

-69.47K

0.06%

Investors Financial Group, LLC

19.44K

Dec 31, 21

-3.61K

0.15%

NEXT Financial Group, Inc

7.93K

Dec 31, 21

+1.92K

0.06%

Carroll Financial Associates, Inc.

490

Dec 31, 21

0.00%

BHF RG Capital Inc.

9.11K

Sep 30, 21

+29

0.07%

USCA RIA LLC

80.26K

Jun 30, 21

+12.55K

0.60%

Nachman Norwood & Parrott, Inc

4.18K

Jun 30, 21

-225

0.03%

Winslow, Evans & Crocker, Inc.

1.09K

Dec 31, 20

+975

0.01%

First Allied Advisory Services, Inc.

41.19K

Sep 30, 20

-6.30K

0.31%

Peak Capital Management LLC

173.22K

Mar 31, 20

+26.18K

1.29%

Advisor Group, Inc.

197.84K

Dec 31, 19

-62.76K

1.48%

LADENBURG THALMANN FINANCIAL SERVICES INC.

77.07K

Dec 31, 19

-3.74K

0.58%

Whitnell & Co.

953

Dec 31, 19

+60

0.01%

SUNTRUST BANKS INC

98.70K

Sep 30, 19

+98.70K

0.74%

BB&T SECURITIES, LLC

22.03K

Sep 30, 19

-1.83K

0.16%

HL FINANCIAL SERVICES LLC

93.35K

Mar 31, 19

-2.38K

0.70%

RELIANCE TRUST CO OF DELAWARE

26.43K

Mar 31, 19

+9.19K

0.20%

COMERICA SECURITIES INC

20.73K

Dec 31, 18

-113

0.15%

HAYS ADVISORY LLC

Sep 30, 18

-82.82K

IFC Holdings Incorporated/FL

7.80K

Dec 31, 17

-61.51K

0.06%

BB&T INVESTMENT SERVICES, INC.

1.76K

Dec 31, 17

+1.76K

0.01%

NATIONAL PLANNING CORP

Dec 31, 17

-8.00K

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-30.63K

Commonwealth Equity Services, Inc

94.54K

Jun 30, 17

+6.37K

0.71%

Virtu KCG Holdings LLC

4.40K

Jun 30, 17

-11.83K

0.03%

WFG Advisors, LP

3.38K

Jun 30, 17

-163

0.03%

Independent Portfolio Consultants, Inc.

345

Jun 30, 17

+345

0.00%

MSI Financial Services Inc

72.83K

Dec 31, 16

+6.78K

0.54%

WESTPORT RESOURCES MANAGEMENT INC

500

Sep 30, 16

0.00%

SOCIETE GENERALE

33.27K

Jun 30, 16

+33.27K

0.25%

VSR Financial Services, Inc.

16.64K

Jun 30, 16

-194

0.12%

SMITH HAYES Advisers, Inc

19.95K

Dec 31, 15

+693

0.15%

Aris Wealth Services, Inc.

983

Sep 30, 15

0.01%

MANAGED ACCOUNT ADVISORS LLC

133.93K

Jun 30, 15

+37.28K

1.00%

FolioMetrix LLC

2.96K

Jun 30, 15

+2.96K

0.02%

BAIRD ROBERT W & CO INC /WI/

170.97K

Mar 31, 15

+14.88K

1.28%

NEW ENGLAND SECURITIES CORP /MA/

20.13K

Dec 31, 14

+3.85K

0.15%

UBS AG

1.67M

Sep 30, 14

+520.99K

12.47%

STIFEL NICOLAUS & CO INC \MO\

13.07K

Sep 30, 13

-900

0.10%

KNIGHT CAPITAL GROUP LLC

19.55K

Jun 30, 13

+19.55K

0.15%