First Trust Health Care AlphaDEX Fund(FXH)

$133.15—Stale · unknown old

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First Trust Health Care AlphaDEX Fund(FXH)

NYSE • Last print unknown ago

$133.15—Stale · unknown old

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FXH(FXH)

FXH

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Institutional Ownership

Top 375 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	830.68K	Jun 30, 26	+10.85K	11.00%
LPL Financial LLC	384.72K	Jun 30, 26	+102.86K	5.09%
BANK OF AMERICA CORP /DE/	302.64K	Jun 30, 26	+5.14K	4.01%
WELLS FARGO & COMPANY/MN	282.25K	Jun 30, 26	+14.45K	3.74%
RAYMOND JAMES FINANCIAL INC	263.11K	Jun 30, 26	-17.30K	3.48%
UBS Group AG	177.25K	Jun 30, 26	+59.56K	2.35%
GOLDMAN SACHS GROUP INC	100.28K	Jun 30, 26	-6.55K	1.33%
ENVESTNET ASSET MANAGEMENT INC	94.08K	Jun 30, 26	+35.20K	1.25%
Prasad Wealth Partners, LLC	83.75K	Jun 30, 26	+80.79K	1.11%
PERRYMAN FINANCIAL ADVISORY INC /AD	74.54K	Jun 30, 26	+1.73K	0.99%
Cetera Investment Advisers	71.95K	Jun 30, 26	+9.64K	0.95%
Janney Montgomery Scott LLC	68.18K	Jun 30, 26	+3.19K	0.90%
Cambridge Investment Research Advisors, Inc.	65.56K	Jun 30, 26	+16.21K	0.87%
ROYAL BANK OF CANADA	62.49K	Jun 30, 26	-15.58K	0.83%
COMMONWEALTH EQUITY SERVICES, LLC	61.08K	Jun 30, 26	-8.09K	0.81%
HighTower Advisors, LLC	54.20K	Jun 30, 26	+8.67K	0.72%
PGIM Custom Harvest LLC	50.23K	Jun 30, 26	-4.11K	0.67%
ADVISOR GROUP HOLDINGS, INC.	40.35K	Jun 30, 26	+915	0.53%
Paller Financial Services Inc	32.99K	Jun 30, 26	-4.11K	0.44%
KINGSWOOD WEALTH ADVISORS, LLC	32.92K	Jun 30, 26	+755	0.44%
AMERIPRISE FINANCIAL INC	32.60K	Jun 30, 26	-2.39K	0.43%
Baird Financial Group, Inc.	31.21K	Jun 30, 26	-918	0.41%
Waverly Advisors, LLC	30.16K	Jun 30, 26	+1.32K	0.40%
STIFEL FINANCIAL CORP	27.26K	Jun 30, 26	-1.09K	0.36%
Geneos Wealth Management Inc.	26.75K	Jun 30, 26	+17.87K	0.35%
PCG Wealth Advisors, LLC	25.95K	Jun 30, 26	+12.21K	0.34%
ASSETMARK, INC	24.81K	Jun 30, 26	+7.91K	0.33%
JPMORGAN CHASE & CO	23.32K	Jun 30, 26	+819	0.31%
CI Private Wealth, LLC	23.16K	Jun 30, 26	-763	0.31%
Steward Partners Investment Advisory, LLC	20.47K	Jun 30, 26	-148	0.27%
Farther Finance Advisors, LLC	20.04K	Jun 30, 26	-1.11K	0.27%
Private Advisor Group, LLC	19.92K	Jun 30, 26	+807	0.26%
ABLE Financial Group, LLC	19.91K	Jun 30, 26	+19.91K	0.26%
Financial Advisory Corp	18.98K	Jun 30, 26	+7	0.25%
TRUIST FINANCIAL CORP	18.18K	Jun 30, 26	-1.47K	0.24%
Mutual Advisors, LLC	16.55K	Jun 30, 26	+9.37K	0.22%
Kestra Advisory Services, LLC	15.86K	Jun 30, 26	-2.61K	0.21%
SFI Advisors, LLC	15.59K	Jun 30, 26	-349	0.21%
Holistic Financial Partners	15.28K	Jun 30, 26	-7.33K	0.20%
Security Financial Services, INC.	15.08K	Jun 30, 26	--	0.20%
Sanctuary Advisors, LLC	14.36K	Jun 30, 26	+1.52K	0.19%
Foundations Investment Advisors, LLC	14.01K	Jun 30, 26	+14.01K	0.19%
Prosperity Consulting Group, LLC	13.81K	Jun 30, 26	-499	0.18%
Quantinno Capital Management LP	13.04K	Jun 30, 26	-217	0.17%
Schrum Private Wealth Management LLC	12.72K	Jun 30, 26	+1.29K	0.17%
Prospera Financial Services Inc	12.63K	Jun 30, 26	-624	0.17%
Golden State Wealth Management, LLC	12.12K	Jun 30, 26	-136	0.16%
MAI Capital Management	11.58K	Jun 30, 26	+5.36K	0.15%
IFP Advisors, Inc	11.55K	Jun 30, 26	+3.95K	0.15%
Morey & Quinn Wealth Partners, LLC	11.10K	Jun 30, 26	-354	0.15%
BENJAMIN EDWARDS INC	11.08K	Jun 30, 26	+2.45K	0.15%
NewEdge Advisors, LLC	10.63K	Jun 30, 26	+360	0.14%
Wagner Wealth Management, LLC	10.07K	Jun 30, 26	-555	0.13%
First Heartland Consultants, Inc.	9.54K	Jun 30, 26	+287	0.13%
Beacon Pointe Advisors, LLC	9.07K	Jun 30, 26	-256	0.12%
LAKE STREET FINANCIAL LLC	8.71K	Jun 30, 26	+535	0.12%
Apollon Financial, LLC	8.58K	Jun 30, 26	-510	0.11%
Rockefeller Capital Management L.P.	8.33K	Jun 30, 26	-1.53K	0.11%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	8.17K	Jun 30, 26	+340	0.11%
MERCER GLOBAL ADVISORS INC /ADV	8.11K	Jun 30, 26	-7.08K	0.11%
Stratos Wealth Partners, LTD.	8.01K	Jun 30, 26	-155	0.11%
Gateway Wealth Partners, LLC	7.99K	Jun 30, 26	+2.12K	0.11%
OPPENHEIMER & CO INC	7.58K	Jun 30, 26	+3.50K	0.10%
Jacobi Capital Management LLC	7.19K	Jun 30, 26	+5	0.10%
HANCOCK WHITNEY CORP	7.00K	Jun 30, 26	--	0.09%
Maridea Wealth Management LLC	6.91K	Jun 30, 26	+6.91K	0.09%
Sequoia Financial Advisors, LLC	6.78K	Jun 30, 26	--	0.09%
HB Wealth Management, LLC	6.74K	Jun 30, 26	--	0.09%
Atria Investments, Inc	6.73K	Jun 30, 26	+1.28K	0.09%
Advisory Advocates, LLC	6.70K	Jun 30, 26	--	0.09%
JONES FINANCIAL COMPANIES LLLP	6.65K	Jun 30, 26	-258	0.09%
Keating Financial Advisory Services, Inc.	6.57K	Jun 30, 26	-506	0.09%
MML INVESTORS SERVICES, LLC	6.42K	Jun 30, 26	+2.05K	0.09%
STEPHENS INC /AR/	6.26K	Jun 30, 26	+57	0.08%
Snowden Capital Advisors LLC	6.26K	Jun 30, 26	+559	0.08%
Regal Investment Advisors LLC	6.18K	Jun 30, 26	--	0.08%
CX Institutional	6.14K	Jun 30, 26	-5.54K	0.08%
Bank of New York Mellon Corp	6.06K	Jun 30, 26	+6.06K	0.08%
CATHY PARETO & ASSOCIATES, INC	5.86K	Jun 30, 26	-247	0.08%
LEVEL FOUR ADVISORY SERVICES, LLC	5.81K	Jun 30, 26	--	0.08%
Kingsview Wealth Management, LLC	5.79K	Jun 30, 26	+929	0.08%
Spectrum Wealth Advisory Group, LLC	5.77K	Jun 30, 26	--	0.08%
Alliance Wealth Advisors, LLC	5.70K	Jun 30, 26	--	0.08%
WealthPLAN Partners, LLC	5.69K	Jun 30, 26	-173	0.08%
Pine Valley Investments Ltd Liability Co	5.59K	Jun 30, 26	+331	0.07%
Worthington Financial Partners, LLC	5.24K	Jun 30, 26	+109	0.07%
SILVER OAK SECURITIES, INCORPORATED	5.22K	Jun 30, 26	+197	0.07%
CAPTRUST FINANCIAL ADVISORS	5.12K	Jun 30, 26	--	0.07%
Western Wealth Management, LLC	4.93K	Jun 30, 26	+331	0.07%
AE Wealth Management LLC	4.89K	Jun 30, 26	-70	0.06%
PNC FINANCIAL SERVICES GROUP, INC.	4.85K	Jun 30, 26	-662	0.06%
Creative Planning	4.81K	Jun 30, 26	+68	0.06%
HARBOUR INVESTMENTS, INC.	4.65K	Jun 30, 26	+596	0.06%
D.A. DAVIDSON & CO.	4.61K	Jun 30, 26	+31	0.06%
Tradition Wealth Management, LLC	4.61K	Jun 30, 26	-20	0.06%
One Charles Private Wealth Services, LLC	4.52K	Jun 30, 26	-412	0.06%
Pensionmark Financial Group, LLC	4.51K	Jun 30, 26	+134	0.06%
OneAscent Financial Services LLC	4.49K	Jun 30, 26	-6.13K	0.06%
OLD NATIONAL BANCORP /IN/	4.48K	Jun 30, 26	-520	0.06%
Kovack Advisors, Inc.	4.47K	Jun 30, 26	-106	0.06%
Centerpoint Advisory Group	4.46K	Jun 30, 26	-150	0.06%
Novak & Powell Financial Services, Inc.	4.43K	Jun 30, 26	-20	0.06%
Perigon Wealth Management, LLC	4.31K	Jun 30, 26	--	0.06%
MOSAIC FINANCIAL GROUP, LLC	4.30K	Jun 30, 26	--	0.06%
Global Retirement Partners, LLC	4.16K	Jun 30, 26	+4.16K	0.06%
Trueblood Wealth Management, LLC	4.11K	Jun 30, 26	+430	0.05%
IAMS WEALTH MANAGEMENT, LLC	4.08K	Jun 30, 26	+543	0.05%
NAVELLIER & ASSOCIATES INC	4.06K	Jun 30, 26	+4.06K	0.05%
PARK AVENUE SECURITIES LLC	4.05K	Jun 30, 26	+1.80K	0.05%
NewEdge Wealth, LLC	4.04K	Jun 30, 26	+4.04K	0.05%
Rockport Wealth LLC	3.99K	Jun 30, 26	-140.74K	0.05%
GoalVest Advisory LLC	3.92K	Jun 30, 26	-178	0.05%
GENTRY PRIVATE WEALTH, LLC	3.92K	Jun 30, 26	-178	0.05%
WILEY BROS.-AINTREE CAPITAL, LLC	3.83K	Jun 30, 26	+280	0.05%
Arkadios Wealth Advisors	3.72K	Jun 30, 26	-11.44K	0.05%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	3.71K	Jun 30, 26	--	0.05%
Insight Advisors, LLC/ PA	3.59K	Jun 30, 26	-118	0.05%
QTR Family Wealth, LLC	3.58K	Jun 30, 26	-113	0.05%
FIDUCIARY FINANCIAL ADVISORS	3.48K	Jun 30, 26	+3.48K	0.05%
RPg Family Wealth Advisory, LLC	3.39K	Jun 30, 26	+262	0.04%
Purus Wealth Management, LLC	3.35K	Jun 30, 26	+1.21K	0.04%
Risk Paradigm Group, LLC	3.30K	Jun 30, 26	+262	0.04%
GREAT VALLEY ADVISOR GROUP, INC.	3.27K	Jun 30, 26	+82	0.04%
Financial Partners Group, Inc	3.24K	Jun 30, 26	--	0.04%
PACIFIC SUN FINANCIAL CORP	3.21K	Jun 30, 26	-265	0.04%
Silver Grove Financial Group, Inc.	3.21K	Jun 30, 26	+37	0.04%
BANK OF MONTREAL /CAN/	3.19K	Jun 30, 26	+3.18K	0.04%
Spire Wealth Management	3.17K	Jun 30, 26	-708	0.04%
FMR LLC	3.10K	Jun 30, 26	+187	0.04%
Integrated Wealth Concepts LLC	3.02K	Jun 30, 26	+3.02K	0.04%
Pinnacle Financial Partners, Inc.	2.99K	Jun 30, 26	-1.43K	0.04%
Empower Advisory Group, LLC	2.83K	Jun 30, 26	+2.83K	0.04%
LaSalle St. Investment Advisors, LLC	2.82K	Jun 30, 26	-25	0.04%
Equitable Holdings, Inc.	2.82K	Jun 30, 26	-18	0.04%
WETZEL INVESTMENT ADVISORS, INC.	2.74K	Jun 30, 26	--	0.04%
Dominguez Wealth Management Solutions, Inc.	2.68K	Jun 30, 26	+2	0.04%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.65K	Jun 30, 26	-84	0.04%
Christensen, King & Associates Investment Services, Inc.	2.55K	Jun 30, 26	--	0.03%
Koshinski Asset Management, Inc.	2.47K	Jun 30, 26	--	0.03%
WEDBUSH SECURITIES INC	2.40K	Jun 30, 26	+1	0.03%
SUMMIT WEALTH GROUP LLC / CO	2.35K	Jun 30, 26	+72	0.03%
HighPoint Advisor Group LLC	2.20K	Jun 30, 26	+341	0.03%
Diversify Advisory Services, LLC	2.18K	Jun 30, 26	+2.18K	0.03%
DIVERSIFY WEALTH MANAGEMENT, LLC	2.18K	Jun 30, 26	+2.18K	0.03%
INDEPENDENT FINANCIAL GROUP, LLC	2.17K	Jun 30, 26	+2.17K	0.03%
FIFTH THIRD BANCORP	2.12K	Jun 30, 26	+157	0.03%
Brinker Capital Investments, LLC	2.10K	Jun 30, 26	+2.10K	0.03%
Ameritas Advisory Services, LLC	2.02K	Jun 30, 26	+173	0.03%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	2.01K	Jun 30, 26	--	0.03%
Clearwater Capital Advisors, LLC	2.00K	Jun 30, 26	--	0.03%
PETRA FINANCIAL ADVISORS INC	1.99K	Jun 30, 26	--	0.03%
Brookstone Capital Management	1.99K	Jun 30, 26	+1.99K	0.03%
Allworth Financial LP	1.97K	Jun 30, 26	+1	0.03%
Hilton Head Capital Partners, LLC	1.93K	Jun 30, 26	-651	0.03%
MTM Investment Management, LLC	1.92K	Jun 30, 26	--	0.03%
Capital Square, LLC	1.86K	Jun 30, 26	-9	0.02%
Ridgeline Wealth Planning, LLC	1.86K	Jun 30, 26	--	0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC	1.84K	Jun 30, 26	-24	0.02%
GRIFFIN ASSET MANAGEMENT, INC.	1.81K	Jun 30, 26	+1.81K	0.02%
Kellett Wealth Advisors, LLC	1.81K	Jun 30, 26	+1.81K	0.02%
Sovereign Financial Group, Inc.	1.79K	Jun 30, 26	+1.79K	0.02%
Onyx Bridge Wealth Group LLC	1.77K	Jun 30, 26	+1.77K	0.02%
B. Riley Wealth Advisors, Inc.	1.77K	Jun 30, 26	+1.77K	0.02%
CAHILL FINANCIAL ADVISORS INC	1.75K	Jun 30, 26	+1.75K	0.02%
KMT WEALTH MANAGEMENT, LLC	1.73K	Jun 30, 26	+1.73K	0.02%
Kingsbury Capital Investment Advisors LLC	1.73K	Jun 30, 26	+1.73K	0.02%
1776 Wealth LLC	1.65K	Jun 30, 26	+1.65K	0.02%
Delos Wealth Advisors, LLC	1.65K	Jun 30, 26	--	0.02%
UBS ASSET MANAGEMENT AMERICAS INC	1.57K	Jun 30, 26	-1.33K	0.02%
IFG Advisory, LLC	1.53K	Jun 30, 26	+1.53K	0.02%
GAMMA Investing LLC	1.50K	Jun 30, 26	-1	0.02%
Register Financial Advisors LLC	1.36K	Jun 30, 26	--	0.02%
Parallel Advisors, LLC	1.31K	Jun 30, 26	-58	0.02%
REAP Financial Group, LLC	1.29K	Jun 30, 26	-375	0.02%
Ashton Thomas Private Wealth, LLC	1.27K	Jun 30, 26	+117	0.02%
Capital Analysts, LLC	1.23K	Jun 30, 26	+782	0.02%
Russell Investments Group, Ltd.	1.20K	Jun 30, 26	-60	0.02%
Topsail Wealth Management, LLC	1.20K	Jun 30, 26	--	0.02%
CREATIVE FINANCIAL DESIGNS INC /ADV	1.17K	Jun 30, 26	-64	0.02%
CoreCap Advisors, LLC	1.17K	Jun 30, 26	+24	0.02%
Tidemark, LLC	952	Jun 30, 26	--	0.01%
ATWOOD & PALMER INC	950	Jun 30, 26	--	0.01%
BESSEMER GROUP INC	935	Jun 30, 26	--	0.01%
BRYN MAWR TRUST Co	900	Jun 30, 26	--	0.01%
Smartleaf Asset Management LLC	894	Jun 30, 26	--	0.01%
NATIONAL BANK OF CANADA /FI/	839	Jun 30, 26	--	0.01%
Truvestments Capital LLC	809	Jun 30, 26	+1	0.01%
Steigerwald, Gordon & Koch Inc.	728	Jun 30, 26	--	0.01%
NBC SECURITIES, INC.	636	Jun 30, 26	-131	0.01%
PRIVATE TRUST CO NA	613	Jun 30, 26	+613	0.01%
HHM Wealth Advisors, LLC	594	Jun 30, 26	--	0.01%
BlackRock, Inc.	591	Jun 30, 26	--	0.01%
HAZLETT, BURT & WATSON, INC.	526	Jun 30, 26	--	0.01%
AMERIFLEX GROUP, INC.	517	Jun 30, 26	--	0.01%
Founders Financial Alliance, LLC	505	Jun 30, 26	--	0.01%
ROTHSCHILD INVESTMENT LLC	500	Jun 30, 26	--	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	498	Jun 30, 26	--	0.01%
TUCKER ASSET MANAGEMENT LLC	470	Jun 30, 26	+470	0.01%
Ronald Blue Trust, Inc.	405	Jun 30, 26	--	0.01%
Capital Investment Advisory Services, LLC	366	Jun 30, 26	+16	0.00%
CULLEN/FROST BANKERS, INC.	358	Jun 30, 26	+283	0.00%
Crews Bank & Trust	353	Jun 30, 26	--	0.00%
Creative Capital Management Investments LLC	349	Jun 30, 26	--	0.00%
US BANCORP \DE\	340	Jun 30, 26	-5.85K	0.00%
MCF Advisors LLC	326	Jun 30, 26	--	0.00%
Physician Wealth Advisors, Inc.	306	Jun 30, 26	--	0.00%
Allied Private Wealth LLC	300	Jun 30, 26	+300	0.00%
Glen Eagle Advisors, LLC	276	Jun 30, 26	+100	0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	275	Jun 30, 26	+275	0.00%
Mowery & Schoenfeld Wealth Management, LLC	244	Jun 30, 26	+244	0.00%
Rossby Financial, LCC	241	Jun 30, 26	--	0.00%
Quest 10 Wealth Builders, Inc.	227	Jun 30, 26	+4	0.00%
HOWE & RUSLING INC	211	Jun 30, 26	+211	0.00%
HighMark Wealth Management LLC	210	Jun 30, 26	--	0.00%
Pinnacle Bancorp, Inc.	200	Jun 30, 26	--	0.00%
Asset Dedication, LLC	176	Jun 30, 26	--	0.00%
FARMERS & MERCHANTS INVESTMENTS INC	175	Jun 30, 26	--	0.00%
Westside Investment Management, Inc.	166	Jun 30, 26	-50	0.00%
BLAIR WILLIAM & CO/IL	165	Jun 30, 26	--	0.00%
Harbor Asset Planning, Inc.	155	Jun 30, 26	--	0.00%
Godfrey Financial Associates, Inc.	150	Jun 30, 26	--	0.00%
Fortis Group Advisors, LLC	145	Jun 30, 26	+145	0.00%
TOUNJIAN ADVISORY PARTNERS, LLC	139	Jun 30, 26	+139	0.00%
HM PAYSON & CO	125	Jun 30, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	115	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	107	Jun 30, 26	--	0.00%
JPL Wealth Management, LLC	100	Jun 30, 26	--	0.00%
SRS Capital Advisors, Inc.	94	Jun 30, 26	--	0.00%
Park Square Financial Group, LLC	92	Jun 30, 26	--	0.00%
Financial Perspectives, Inc	85	Jun 30, 26	--	0.00%
Signature Equity Partners, LLC	83	Jun 30, 26	+69	0.00%
TD Waterhouse Canada Inc.	80	Jun 30, 26	+80	0.00%
Quent Capital, LLC	75	Jun 30, 26	--	0.00%
Ancora Advisors, LLC	68	Jun 30, 26	--	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	61	Jun 30, 26	+61	0.00%
DiNuzzo Private Wealth, Inc.	57	Jun 30, 26	--	0.00%
TD Capital Management LLC	51	Jun 30, 26	--	0.00%
Ameritas Investment Partners, Inc.	50	Jun 30, 26	--	0.00%
Buck Wealth Strategies, LLC	46	Jun 30, 26	+46	0.00%
Salomon & Ludwin, LLC	40	Jun 30, 26	--	0.00%
Luminist Capital LLC	34	Jun 30, 26	+34	0.00%
SIGNATUREFD, LLC	32	Jun 30, 26	--	0.00%
AlphaCore Capital LLC	23	Jun 30, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	20	Jun 30, 26	--	0.00%
Larson Financial Group LLC	20	Jun 30, 26	--	0.00%
Qube Research & Technologies Ltd	15	Jun 30, 26	-22	0.00%
Lloyd Advisory Services, LLC.	14	Jun 30, 26	+14	0.00%
Aptus Capital Advisors, LLC	12	Jun 30, 26	--	0.00%
Key Capital Management, INC	8	Jun 30, 26	--	0.00%
Dunhill Financial, LLC	5	Jun 30, 26	--	0.00%
Allspring Global Investments Holdings, LLC	3	Jun 30, 26	--	0.00%
Transamerica Financial Advisors, Inc.	1	Jun 30, 26	--	0.00%
Triumph Capital Management	--	Jun 30, 26	-31	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-4.58K	--
Fortitude Family Office, LLC	--	Jun 30, 26	-140	--
Sound Income Strategies, LLC	--	Jun 30, 26	-840	--
RMG Wealth Management LLC	--	Jun 30, 26	-502	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-1.11K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-24.34K	--
Signature Wealth Management Partners, LLC	--	Jun 30, 26	-2.85K	--
Golden State Equity Partners	--	Jun 30, 26	-1.44K	--
CITIGROUP INC	--	Jun 30, 26	-90	--
MPWM ADVISORY SOLUTIONS, LLC	--	Jun 30, 26	-46	--
Americana Partners, LLC	--	Jun 30, 26	-2.92K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-15.61K	--
Addison Advisors LLC	--	Jun 30, 26	-547	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-2.77K	--
GUARDIAN WEALTH ADVISORS, LLC / NC	--	Jun 30, 26	-12	--
Mariner, LLC	--	Jun 30, 26	-1.92K	--
WealthShield Partners, LLC	--	Jun 30, 26	-29	--
Advisory Services Network, LLC	--	Jun 30, 26	-380	--
EVOKE WEALTH, LLC	--	Jun 30, 26	-5.38K	--
Vivaldi Capital Management LP	3.38K	Mar 31, 26	+524	0.04%
CWM, LLC	2.48K	Mar 31, 26	--	0.03%
Sunbelt Securities, Inc.	798	Mar 31, 26	--	0.01%
Anchor Investment Management, LLC	320	Mar 31, 26	--	0.00%
Jaffetilchin Investment Partners, LLC	--	Mar 31, 26	-4.00K	--
COMERICA BANK	2.00K	Dec 31, 25	-188	0.03%
ORG Partners LLC	1.44K	Dec 31, 25	--	0.02%
CIBC Private Wealth Group, LLC	255	Dec 31, 25	-425	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-219	--
SYNOVUS FINANCIAL CORP	4.72K	Sep 30, 25	-13	0.06%
Lowe Wealth Advisors, LLC	161	Sep 30, 25	--	0.00%
L.M. KOHN & COMPANY	--	Sep 30, 25	-2.42K	--
AVANTAX ADVISORY SERVICES, INC.	16.89K	Jun 30, 25	-3.46K	0.22%
Atria Wealth Solutions, Inc.	11.93K	Jun 30, 25	-246	0.16%
Northeast Financial Consultants Inc	4.05K	Jun 30, 25	--	0.05%
Iron Horse Wealth Management, LLC	--	Jun 30, 25	-146	--
SignalPoint Asset Management, LLC	9.15K	Dec 31, 24	-2.66K	0.12%
Bison Wealth, LLC	4.66K	Dec 31, 24	-175	0.06%
Householder Group Estate & Retirement Specialist, LLC	228	Dec 31, 24	-70	0.00%
RE Dickinson Investment Advisors, LLC	100	Dec 31, 24	--	0.00%
WINTRUST INVESTMENTS LLC	--	Dec 31, 24	-2.02K	--
Raymond James Financial Services Advisors, Inc.	160.64K	Sep 30, 24	-12.40K	2.13%
RAYMOND JAMES & ASSOCIATES	156.91K	Sep 30, 24	-7.06K	2.08%
Family Asset Management, LLC	5.60K	Sep 30, 24	--	0.07%
RAYMOND JAMES TRUST N.A.	3.28K	Sep 30, 24	--	0.04%
BENJAMIN F. EDWARDS & COMPANY, INC.	14.48K	Jun 30, 24	+420	0.19%
Relative Value Partners Group, LLC	10.22K	Jun 30, 24	+10.22K	0.14%
BlackRock Inc.	32	Jun 30, 24	--	0.00%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-536	--
Cetera Advisor Networks LLC	50.12K	Mar 31, 24	-21.27K	0.66%
Cetera Advisors LLC	39.60K	Mar 31, 24	+24.69K	0.52%
Coppell Advisory Solutions Corp.	38.71K	Mar 31, 24	+38.71K	0.51%
EUDAIMONIA ADVISORS LLC	12.36K	Mar 31, 24	+4.06K	0.16%
Eudaimonia Partners, LLC	7.11K	Mar 31, 24	+260	0.09%
StrategIQ Financial Group, LLC	28.79K	Dec 31, 23	-2.20K	0.38%
J Arnold Wealth Management Co	7.04K	Dec 31, 23	--	0.09%
DB Wealth Management Group, LLC	5.43K	Dec 31, 23	-3.78K	0.07%
Bartlett & Co. LLC	300	Dec 31, 23	--	0.00%
COMERICA SECURITIES,INC.	14.16K	Sep 30, 23	+2.38K	0.19%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	6.19K	Sep 30, 23	-200	0.08%
BDO Wealth Advisors, LLC	1.02K	Jun 30, 23	--	0.01%
TimeScale Financial, Inc.	461	Jun 30, 23	--	0.01%
Catalyst Wealth Management, LLC	14.16K	Mar 31, 23	-2.44K	0.19%
S.C. Financial Services, Inc.	3.98K	Dec 31, 22	+450	0.05%
Kore Private Wealth LLC	42.56K	Sep 30, 22	-45	0.56%
American Portfolios Advisors	11.70K	Sep 30, 22	+11.70K	0.15%
Doyle Wealth Management	4.70K	Sep 30, 22	+11	0.06%
55I, LLC	4.26K	Sep 30, 22	+4.26K	0.06%
FourThought Financial, LLC	330	Sep 30, 22	--	0.00%
WIPFLI FINANCIAL ADVISORS LLC,	223	Sep 30, 22	+223	0.00%
Covington Capital Management	189	Sep 30, 22	-27	0.00%
Pinnacle Private Wealth, LLC	6.00K	Jun 30, 22	+24	0.08%
Nauset Wealth Management. LLC	13.85K	Mar 31, 22	+906	0.18%
KINGS POINT CAPITAL MANAGEMENT	--	Mar 31, 22	-425	--
Carroll Financial Associates, Inc.	755	Dec 31, 21	--	0.01%
NEXT Financial Group, Inc	--	Dec 31, 21	-16.24K	--
Hochman Cole Investment Advisors, Inc.	6.12K	Sep 30, 21	-41	0.08%
Ameritas Investment Company, LLC	2.66K	Sep 30, 21	+209	0.04%
BHF RG Capital Inc.	2.01K	Sep 30, 21	--	0.03%
BBVA USA	679	Sep 30, 21	--	0.01%
Sonora Investment Management, LLC	--	Sep 30, 21	-540	--
Winslow, Evans & Crocker, Inc.	4.33K	Dec 31, 20	+2.72K	0.06%
First Allied Advisory Services, Inc.	13.91K	Sep 30, 20	-301	0.18%
Global Financial Private Capital, Inc	1.64K	Jun 30, 20	-25.61K	0.02%
TRUEWEALTH LLC	40	Jun 30, 20	+40	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	84.37K	Dec 31, 19	+40.63K	1.12%
Advisor Group, Inc.	63.70K	Dec 31, 19	-385	0.84%
Beacon Pointe Wealth Advisors, LLC	8.16K	Dec 31, 19	+8.16K	0.11%
BB&T SECURITIES, LLC	24.98K	Sep 30, 19	-2.62K	0.33%
SUNTRUST BANKS INC	8.97K	Sep 30, 19	-1.48K	0.12%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	760	Sep 30, 19	--	0.01%
HL FINANCIAL SERVICES LLC	133.37K	Mar 31, 19	-4.76K	1.77%
BKS ADVISORS, LLC	45.86K	Mar 31, 19	-490	0.61%
WealthTrust Fairport, LLC	9.00K	Mar 31, 19	+1.58K	0.12%
NEXT Financial Holdings	590	Mar 31, 19	+590	0.01%
IFC Holdings Incorporated/FL	34.23K	Dec 31, 17	+11.72K	0.45%
BB&T INVESTMENT SERVICES, INC.	343	Dec 31, 17	+143	0.00%
NATIONAL PLANNING CORP	--	Dec 31, 17	-3.88K	--
SII INVESTMENTS INC/WI	--	Dec 31, 17	-4.50K	--
Commonwealth Equity Services, Inc	58.33K	Jun 30, 17	+3.94K	0.77%
Virtu KCG Holdings LLC	8.62K	Jun 30, 17	-15.43K	0.11%
WFG Advisors, LP	3.27K	Jun 30, 17	-581	0.04%
FIRST FINANCIAL EQUITY CORPORATION	4.45K	Mar 31, 17	+4.45K	0.06%
LBA Wealth Management, LLC	--	Mar 31, 17	-56	--
MSI Financial Services Inc	39.03K	Dec 31, 16	-4.79K	0.52%
SOCIETE GENERALE	114.51K	Jun 30, 16	+114.51K	1.52%
VSR Financial Services, Inc.	17.27K	Jun 30, 16	-2.38K	0.23%
Hoxton Financial, Inc.	178.62K	Mar 31, 16	-3.14K	2.37%
SMITH HAYES Advisers, Inc	5.88K	Dec 31, 15	-600	0.08%
F-Squared Investment Management, LLC	2.69M	Jun 30, 15	+2.69M	35.59%
MANAGED ACCOUNT ADVISORS LLC	47.82K	Jun 30, 15	+27.23K	0.63%
BAIRD ROBERT W & CO INC /WI/	130.92K	Mar 31, 15	+4.97K	1.73%
STERNE AGEE GROUP, INC.	43.38K	Mar 31, 15	-524	0.57%
COLUMBIA CAPITAL LLC	16.86K	Dec 31, 14	+16.86K	0.22%
NEW ENGLAND SECURITIES CORP /MA/	5.81K	Dec 31, 14	-31.83K	0.08%
Placemark Investments, Inc.	--	Dec 31, 14	-234.52K	--
UBS AG	1.46M	Sep 30, 14	+293.64K	19.34%
COMMUNITY BANK SYSTEM, INC.	--	Sep 30, 14	-172	--
TOWER TRUST Co	88.10K	Mar 31, 14	+1.68K	1.17%
STIFEL NICOLAUS & CO INC \MO\	105.75K	Sep 30, 13	-26.73K	1.40%
KNIGHT CAPITAL GROUP LLC	17.61K	Jun 30, 13	+4.76K	0.23%
First Allied Securities, Inc.	14.17K	Jun 30, 12	-5.88K	0.19%
NOLLENBERGER CAPITAL PARTNERS INC	371	Dec 31, 10	--	0.00%

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Holder

Date

Change

% Held

MORGAN STANLEY

830.68K

Jun 30, 26

+10.85K

11.00%

LPL Financial LLC

384.72K

Jun 30, 26

+102.86K

5.09%

BANK OF AMERICA CORP /DE/

302.64K

Jun 30, 26

+5.14K

4.01%

WELLS FARGO & COMPANY/MN

282.25K

Jun 30, 26

+14.45K

3.74%

RAYMOND JAMES FINANCIAL INC

263.11K

Jun 30, 26

-17.30K

3.48%

UBS Group AG

177.25K

Jun 30, 26

+59.56K

2.35%

GOLDMAN SACHS GROUP INC

100.28K

Jun 30, 26

-6.55K

1.33%

ENVESTNET ASSET MANAGEMENT INC

94.08K

Jun 30, 26

+35.20K

1.25%

Prasad Wealth Partners, LLC

83.75K

Jun 30, 26

+80.79K

1.11%

PERRYMAN FINANCIAL ADVISORY INC /AD

74.54K

Jun 30, 26

+1.73K

0.99%

Cetera Investment Advisers

71.95K

Jun 30, 26

+9.64K

0.95%

Janney Montgomery Scott LLC

68.18K

Jun 30, 26

+3.19K

0.90%

Cambridge Investment Research Advisors, Inc.

65.56K

Jun 30, 26

+16.21K

0.87%

ROYAL BANK OF CANADA

62.49K

Jun 30, 26

-15.58K

0.83%

COMMONWEALTH EQUITY SERVICES, LLC

61.08K

Jun 30, 26

-8.09K

0.81%

HighTower Advisors, LLC

54.20K

Jun 30, 26

+8.67K

0.72%

PGIM Custom Harvest LLC

50.23K

Jun 30, 26

-4.11K

0.67%

ADVISOR GROUP HOLDINGS, INC.

40.35K

Jun 30, 26

+915

0.53%

Paller Financial Services Inc

32.99K

Jun 30, 26

-4.11K

0.44%

KINGSWOOD WEALTH ADVISORS, LLC

32.92K

Jun 30, 26

+755

0.44%

AMERIPRISE FINANCIAL INC

32.60K

Jun 30, 26

-2.39K

0.43%

Baird Financial Group, Inc.

31.21K

Jun 30, 26

-918

0.41%

Waverly Advisors, LLC

30.16K

Jun 30, 26

+1.32K

0.40%

STIFEL FINANCIAL CORP

27.26K

Jun 30, 26

-1.09K

0.36%

Geneos Wealth Management Inc.

26.75K

Jun 30, 26

+17.87K

0.35%

PCG Wealth Advisors, LLC

25.95K

Jun 30, 26

+12.21K

0.34%

ASSETMARK, INC

24.81K

Jun 30, 26

+7.91K

0.33%

JPMORGAN CHASE & CO

23.32K

Jun 30, 26

+819

0.31%

CI Private Wealth, LLC

23.16K

Jun 30, 26

-763

0.31%

Steward Partners Investment Advisory, LLC

20.47K

Jun 30, 26

-148

0.27%

Farther Finance Advisors, LLC

20.04K

Jun 30, 26

-1.11K

0.27%

Private Advisor Group, LLC

19.92K

Jun 30, 26

+807

0.26%

ABLE Financial Group, LLC

19.91K

Jun 30, 26

+19.91K

0.26%

Financial Advisory Corp

18.98K

Jun 30, 26

0.25%

TRUIST FINANCIAL CORP

18.18K

Jun 30, 26

-1.47K

0.24%

Mutual Advisors, LLC

16.55K

Jun 30, 26

+9.37K

0.22%

Kestra Advisory Services, LLC

15.86K

Jun 30, 26

-2.61K

0.21%

SFI Advisors, LLC

15.59K

Jun 30, 26

-349

0.21%

Holistic Financial Partners

15.28K

Jun 30, 26

-7.33K

0.20%

Security Financial Services, INC.

15.08K

Jun 30, 26

0.20%

Sanctuary Advisors, LLC

14.36K

Jun 30, 26

+1.52K

0.19%

Foundations Investment Advisors, LLC

14.01K

Jun 30, 26

+14.01K

0.19%

Prosperity Consulting Group, LLC

13.81K

Jun 30, 26

-499

0.18%

Quantinno Capital Management LP

13.04K

Jun 30, 26

-217

0.17%

Schrum Private Wealth Management LLC

12.72K

Jun 30, 26

+1.29K

0.17%

Prospera Financial Services Inc

12.63K

Jun 30, 26

-624

0.17%

Golden State Wealth Management, LLC

12.12K

Jun 30, 26

-136

0.16%

MAI Capital Management

11.58K

Jun 30, 26

+5.36K

0.15%

IFP Advisors, Inc

11.55K

Jun 30, 26

+3.95K

0.15%

Morey & Quinn Wealth Partners, LLC

11.10K

Jun 30, 26

-354

0.15%

BENJAMIN EDWARDS INC

11.08K

Jun 30, 26

+2.45K

0.15%

NewEdge Advisors, LLC

10.63K

Jun 30, 26

+360

0.14%

Wagner Wealth Management, LLC

10.07K

Jun 30, 26

-555

0.13%

First Heartland Consultants, Inc.

9.54K

Jun 30, 26

+287

0.13%

Beacon Pointe Advisors, LLC

9.07K

Jun 30, 26

-256

0.12%

LAKE STREET FINANCIAL LLC

8.71K

Jun 30, 26

+535

0.12%

Apollon Financial, LLC

8.58K

Jun 30, 26

-510

0.11%

Rockefeller Capital Management L.P.

8.33K

Jun 30, 26

-1.53K

0.11%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

8.17K

Jun 30, 26

+340

0.11%

MERCER GLOBAL ADVISORS INC /ADV

8.11K

Jun 30, 26

-7.08K

0.11%

Stratos Wealth Partners, LTD.

8.01K

Jun 30, 26

-155

0.11%

Gateway Wealth Partners, LLC

7.99K

Jun 30, 26

+2.12K

0.11%

OPPENHEIMER & CO INC

7.58K

Jun 30, 26

+3.50K

0.10%

Jacobi Capital Management LLC

7.19K

Jun 30, 26

0.10%

HANCOCK WHITNEY CORP

7.00K

Jun 30, 26

0.09%

Maridea Wealth Management LLC

6.91K

Jun 30, 26

+6.91K

0.09%

Sequoia Financial Advisors, LLC

6.78K

Jun 30, 26

0.09%

HB Wealth Management, LLC

6.74K

Jun 30, 26

0.09%

Atria Investments, Inc

6.73K

Jun 30, 26

+1.28K

0.09%

Advisory Advocates, LLC

6.70K

Jun 30, 26

0.09%

JONES FINANCIAL COMPANIES LLLP

6.65K

Jun 30, 26

-258

0.09%

Keating Financial Advisory Services, Inc.

6.57K

Jun 30, 26

-506

0.09%

MML INVESTORS SERVICES, LLC

6.42K

Jun 30, 26

+2.05K

0.09%

STEPHENS INC /AR/

6.26K

Jun 30, 26

+57

0.08%

Snowden Capital Advisors LLC

6.26K

Jun 30, 26

+559

0.08%

Regal Investment Advisors LLC

6.18K

Jun 30, 26

0.08%

CX Institutional

6.14K

Jun 30, 26

-5.54K

0.08%

Bank of New York Mellon Corp

6.06K

Jun 30, 26

+6.06K

0.08%

CATHY PARETO & ASSOCIATES, INC

5.86K

Jun 30, 26

-247

0.08%

LEVEL FOUR ADVISORY SERVICES, LLC

5.81K

Jun 30, 26

0.08%

Kingsview Wealth Management, LLC

5.79K

Jun 30, 26

+929

0.08%

Spectrum Wealth Advisory Group, LLC

5.77K

Jun 30, 26

0.08%

Alliance Wealth Advisors, LLC

5.70K

Jun 30, 26

0.08%

WealthPLAN Partners, LLC

5.69K

Jun 30, 26

-173

0.08%

Pine Valley Investments Ltd Liability Co

5.59K

Jun 30, 26

+331

0.07%

Worthington Financial Partners, LLC

5.24K

Jun 30, 26

+109

0.07%

SILVER OAK SECURITIES, INCORPORATED

5.22K

Jun 30, 26

+197

0.07%

CAPTRUST FINANCIAL ADVISORS

5.12K

Jun 30, 26

0.07%

Western Wealth Management, LLC

4.93K

Jun 30, 26

+331

0.07%

AE Wealth Management LLC

4.89K

Jun 30, 26

-70

0.06%

PNC FINANCIAL SERVICES GROUP, INC.

4.85K

Jun 30, 26

-662

0.06%

Creative Planning

4.81K

Jun 30, 26

+68

0.06%

HARBOUR INVESTMENTS, INC.

4.65K

Jun 30, 26

+596

0.06%

D.A. DAVIDSON & CO.

4.61K

Jun 30, 26

+31

0.06%

Tradition Wealth Management, LLC

4.61K

Jun 30, 26

-20

0.06%

One Charles Private Wealth Services, LLC

4.52K

Jun 30, 26

-412

0.06%

Pensionmark Financial Group, LLC

4.51K

Jun 30, 26

+134

0.06%

OneAscent Financial Services LLC

4.49K

Jun 30, 26

-6.13K

0.06%

OLD NATIONAL BANCORP /IN/

4.48K

Jun 30, 26

-520

0.06%

Kovack Advisors, Inc.

4.47K

Jun 30, 26

-106

0.06%

Centerpoint Advisory Group

4.46K

Jun 30, 26

-150

0.06%

Novak & Powell Financial Services, Inc.

4.43K

Jun 30, 26

-20

0.06%

Perigon Wealth Management, LLC

4.31K

Jun 30, 26

0.06%

MOSAIC FINANCIAL GROUP, LLC

4.30K

Jun 30, 26

0.06%

Global Retirement Partners, LLC

4.16K

Jun 30, 26

+4.16K

0.06%

Trueblood Wealth Management, LLC

4.11K

Jun 30, 26

+430

0.05%

IAMS WEALTH MANAGEMENT, LLC

4.08K

Jun 30, 26

+543

0.05%

NAVELLIER & ASSOCIATES INC

4.06K

Jun 30, 26

+4.06K

0.05%

PARK AVENUE SECURITIES LLC

4.05K

Jun 30, 26

+1.80K

0.05%

NewEdge Wealth, LLC

4.04K

Jun 30, 26

+4.04K

0.05%

Rockport Wealth LLC

3.99K

Jun 30, 26

-140.74K

0.05%

GoalVest Advisory LLC

3.92K

Jun 30, 26

-178

0.05%

GENTRY PRIVATE WEALTH, LLC

3.92K

Jun 30, 26

-178

0.05%

WILEY BROS.-AINTREE CAPITAL, LLC

3.83K

Jun 30, 26

+280

0.05%

Arkadios Wealth Advisors

3.72K

Jun 30, 26

-11.44K

0.05%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

3.71K

Jun 30, 26

0.05%

Insight Advisors, LLC/ PA

3.59K

Jun 30, 26

-118

0.05%

QTR Family Wealth, LLC

3.58K

Jun 30, 26

-113

0.05%

FIDUCIARY FINANCIAL ADVISORS

3.48K

Jun 30, 26

+3.48K

0.05%

RPg Family Wealth Advisory, LLC

3.39K

Jun 30, 26

+262

0.04%

Purus Wealth Management, LLC

3.35K

Jun 30, 26

+1.21K

0.04%

Risk Paradigm Group, LLC

3.30K

Jun 30, 26

+262

0.04%

GREAT VALLEY ADVISOR GROUP, INC.

3.27K

Jun 30, 26

+82

0.04%

Financial Partners Group, Inc

3.24K

Jun 30, 26

0.04%

PACIFIC SUN FINANCIAL CORP

3.21K

Jun 30, 26

-265

0.04%

Silver Grove Financial Group, Inc.

3.21K

Jun 30, 26

+37

0.04%

BANK OF MONTREAL /CAN/

3.19K

Jun 30, 26

+3.18K

0.04%

Spire Wealth Management

3.17K

Jun 30, 26

-708

0.04%

FMR LLC

3.10K

Jun 30, 26

+187

0.04%

Integrated Wealth Concepts LLC

3.02K

Jun 30, 26

+3.02K

0.04%

Pinnacle Financial Partners, Inc.

2.99K

Jun 30, 26

-1.43K

0.04%

Empower Advisory Group, LLC

2.83K

Jun 30, 26

+2.83K

0.04%

LaSalle St. Investment Advisors, LLC

2.82K

Jun 30, 26

-25

0.04%

Equitable Holdings, Inc.

2.82K

Jun 30, 26

-18

0.04%

WETZEL INVESTMENT ADVISORS, INC.

2.74K

Jun 30, 26

0.04%

Dominguez Wealth Management Solutions, Inc.

2.68K

Jun 30, 26

0.04%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

2.65K

Jun 30, 26

-84

0.04%

Christensen, King & Associates Investment Services, Inc.

2.55K

Jun 30, 26

0.03%

Koshinski Asset Management, Inc.

2.47K

Jun 30, 26

0.03%

WEDBUSH SECURITIES INC

2.40K

Jun 30, 26

0.03%

SUMMIT WEALTH GROUP LLC / CO

2.35K

Jun 30, 26

+72

0.03%

HighPoint Advisor Group LLC

2.20K

Jun 30, 26

+341

0.03%

Diversify Advisory Services, LLC

2.18K

Jun 30, 26

+2.18K

0.03%

DIVERSIFY WEALTH MANAGEMENT, LLC

2.18K

Jun 30, 26

+2.18K

0.03%

INDEPENDENT FINANCIAL GROUP, LLC

2.17K

Jun 30, 26

+2.17K

0.03%

FIFTH THIRD BANCORP

2.12K

Jun 30, 26

+157

0.03%

Brinker Capital Investments, LLC

2.10K

Jun 30, 26

+2.10K

0.03%

Ameritas Advisory Services, LLC

2.02K

Jun 30, 26

+173

0.03%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

2.01K

Jun 30, 26

0.03%

Clearwater Capital Advisors, LLC

2.00K

Jun 30, 26

0.03%

PETRA FINANCIAL ADVISORS INC

1.99K

Jun 30, 26

0.03%

Brookstone Capital Management

1.99K

Jun 30, 26

+1.99K

0.03%

Allworth Financial LP

1.97K

Jun 30, 26

0.03%

Hilton Head Capital Partners, LLC

1.93K

Jun 30, 26

-651

0.03%

MTM Investment Management, LLC

1.92K

Jun 30, 26

0.03%

Capital Square, LLC

1.86K

Jun 30, 26

-9

0.02%

Ridgeline Wealth Planning, LLC

1.86K

Jun 30, 26

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

1.84K

Jun 30, 26

-24

0.02%

GRIFFIN ASSET MANAGEMENT, INC.

1.81K

Jun 30, 26

+1.81K

0.02%

Kellett Wealth Advisors, LLC

1.81K

Jun 30, 26

+1.81K

0.02%

Sovereign Financial Group, Inc.

1.79K

Jun 30, 26

+1.79K

0.02%

Onyx Bridge Wealth Group LLC

1.77K

Jun 30, 26

+1.77K

0.02%

B. Riley Wealth Advisors, Inc.

1.77K

Jun 30, 26

+1.77K

0.02%

CAHILL FINANCIAL ADVISORS INC

1.75K

Jun 30, 26

+1.75K

0.02%

KMT WEALTH MANAGEMENT, LLC

1.73K

Jun 30, 26

+1.73K

0.02%

Kingsbury Capital Investment Advisors LLC

1.73K

Jun 30, 26

+1.73K

0.02%

1776 Wealth LLC

1.65K

Jun 30, 26

+1.65K

0.02%

Delos Wealth Advisors, LLC

1.65K

Jun 30, 26

0.02%

UBS ASSET MANAGEMENT AMERICAS INC

1.57K

Jun 30, 26

-1.33K

0.02%

IFG Advisory, LLC

1.53K

Jun 30, 26

+1.53K

0.02%

GAMMA Investing LLC

1.50K

Jun 30, 26

-1

0.02%

1.36K

Jun 30, 26

0.02%

Parallel Advisors, LLC

1.31K

Jun 30, 26

-58

0.02%

REAP Financial Group, LLC

1.29K

Jun 30, 26

-375

0.02%

Ashton Thomas Private Wealth, LLC

1.27K

Jun 30, 26

+117

0.02%

Capital Analysts, LLC

1.23K

Jun 30, 26

+782

0.02%

Russell Investments Group, Ltd.

1.20K

Jun 30, 26

-60

0.02%

Topsail Wealth Management, LLC

1.20K

Jun 30, 26

0.02%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.17K

Jun 30, 26

-64

0.02%

CoreCap Advisors, LLC

1.17K

Jun 30, 26

+24

0.02%

Tidemark, LLC

952

Jun 30, 26

0.01%

ATWOOD & PALMER INC

950

Jun 30, 26

0.01%

BESSEMER GROUP INC

935

Jun 30, 26

0.01%

BRYN MAWR TRUST Co

900

Jun 30, 26

0.01%

Smartleaf Asset Management LLC

894

Jun 30, 26

0.01%

NATIONAL BANK OF CANADA /FI/

839

Jun 30, 26

0.01%

Truvestments Capital LLC

809

Jun 30, 26

0.01%

Steigerwald, Gordon & Koch Inc.

728

Jun 30, 26

0.01%

NBC SECURITIES, INC.

636

Jun 30, 26

-131

0.01%

PRIVATE TRUST CO NA

613

Jun 30, 26

+613

0.01%

HHM Wealth Advisors, LLC

594

Jun 30, 26

0.01%

BlackRock, Inc.

591

Jun 30, 26

0.01%

HAZLETT, BURT & WATSON, INC.

526

Jun 30, 26

0.01%

AMERIFLEX GROUP, INC.

517

Jun 30, 26

0.01%

Founders Financial Alliance, LLC

505

Jun 30, 26

0.01%

ROTHSCHILD INVESTMENT LLC

500

Jun 30, 26

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

498

Jun 30, 26

0.01%

TUCKER ASSET MANAGEMENT LLC

470

Jun 30, 26

+470

0.01%

Ronald Blue Trust, Inc.

405

Jun 30, 26

0.01%

Capital Investment Advisory Services, LLC

366

Jun 30, 26

+16

0.00%

CULLEN/FROST BANKERS, INC.

358

Jun 30, 26

+283

0.00%

Crews Bank & Trust

353

Jun 30, 26

0.00%

Creative Capital Management Investments LLC

349

Jun 30, 26

0.00%

US BANCORP \DE\

340

Jun 30, 26

-5.85K

0.00%

MCF Advisors LLC

326

Jun 30, 26

0.00%

Physician Wealth Advisors, Inc.

306

Jun 30, 26

0.00%

Allied Private Wealth LLC

300

Jun 30, 26

+300

0.00%

Glen Eagle Advisors, LLC

276

Jun 30, 26

+100

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

275

Jun 30, 26

+275

0.00%

Mowery & Schoenfeld Wealth Management, LLC

244

Jun 30, 26

+244

0.00%

Rossby Financial, LCC

241

Jun 30, 26

0.00%

Quest 10 Wealth Builders, Inc.

227

Jun 30, 26

0.00%

HOWE & RUSLING INC

211

Jun 30, 26

+211

0.00%

HighMark Wealth Management LLC

210

Jun 30, 26

0.00%

Pinnacle Bancorp, Inc.

200

Jun 30, 26

0.00%

Asset Dedication, LLC

176

Jun 30, 26

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

175

Jun 30, 26

0.00%

Westside Investment Management, Inc.

166

Jun 30, 26

-50

0.00%

BLAIR WILLIAM & CO/IL

165

Jun 30, 26

0.00%

Harbor Asset Planning, Inc.

155

Jun 30, 26

0.00%

Godfrey Financial Associates, Inc.

150

Jun 30, 26

0.00%

Fortis Group Advisors, LLC

145

Jun 30, 26

+145

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

139

Jun 30, 26

+139

0.00%

HM PAYSON & CO

125

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

115

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

107

Jun 30, 26

0.00%

JPL Wealth Management, LLC

100

Jun 30, 26

0.00%

SRS Capital Advisors, Inc.

Jun 30, 26

0.00%

Park Square Financial Group, LLC

Jun 30, 26

0.00%

Financial Perspectives, Inc

Jun 30, 26

0.00%

Signature Equity Partners, LLC

Jun 30, 26

+69

0.00%

TD Waterhouse Canada Inc.

Jun 30, 26

+80

0.00%

Quent Capital, LLC

Jun 30, 26

0.00%

Ancora Advisors, LLC

Jun 30, 26

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

Jun 30, 26

+61

0.00%

DiNuzzo Private Wealth, Inc.

Jun 30, 26

0.00%

TD Capital Management LLC

Jun 30, 26

0.00%

Ameritas Investment Partners, Inc.

Jun 30, 26

0.00%

Buck Wealth Strategies, LLC

Jun 30, 26

+46

0.00%

Salomon & Ludwin, LLC

Jun 30, 26

0.00%

Luminist Capital LLC

Jun 30, 26

+34

0.00%

SIGNATUREFD, LLC

Jun 30, 26

0.00%

AlphaCore Capital LLC

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

Larson Financial Group LLC

Jun 30, 26

0.00%

Qube Research & Technologies Ltd

Jun 30, 26

-22

0.00%

Lloyd Advisory Services, LLC.

Jun 30, 26

+14

0.00%

Aptus Capital Advisors, LLC

Jun 30, 26

0.00%

Key Capital Management, INC

Jun 30, 26

0.00%

Dunhill Financial, LLC

Jun 30, 26

0.00%

Allspring Global Investments Holdings, LLC

Jun 30, 26

0.00%

Transamerica Financial Advisors, Inc.

Jun 30, 26

0.00%

Triumph Capital Management

Jun 30, 26

-31

CITADEL ADVISORS LLC

Jun 30, 26

-4.58K

Fortitude Family Office, LLC

Jun 30, 26

-140

Sound Income Strategies, LLC

Jun 30, 26

-840

RMG Wealth Management LLC

Jun 30, 26

-502

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-1.11K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-24.34K

Signature Wealth Management Partners, LLC

Jun 30, 26

-2.85K

Golden State Equity Partners

Jun 30, 26

-1.44K

CITIGROUP INC

Jun 30, 26

-90

MPWM ADVISORY SOLUTIONS, LLC

Jun 30, 26

-46

Americana Partners, LLC

Jun 30, 26

-2.92K

JANE STREET GROUP, LLC

Jun 30, 26

-15.61K

Addison Advisors LLC

Jun 30, 26

-547

FLOW TRADERS U.S. LLC

Jun 30, 26

-2.77K

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-12

Mariner, LLC

Jun 30, 26

-1.92K

WealthShield Partners, LLC

Jun 30, 26

-29

Advisory Services Network, LLC

Jun 30, 26

-380

EVOKE WEALTH, LLC

Jun 30, 26

-5.38K

Vivaldi Capital Management LP

3.38K

Mar 31, 26

+524

0.04%

CWM, LLC

2.48K

Mar 31, 26

0.03%

Sunbelt Securities, Inc.

798

Mar 31, 26

0.01%

Anchor Investment Management, LLC

320

Mar 31, 26

0.00%

Jaffetilchin Investment Partners, LLC

Mar 31, 26

-4.00K

COMERICA BANK

2.00K

Dec 31, 25

-188

0.03%

ORG Partners LLC

1.44K

Dec 31, 25

0.02%

CIBC Private Wealth Group, LLC

255

Dec 31, 25

-425

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-219

SYNOVUS FINANCIAL CORP

4.72K

Sep 30, 25

-13

0.06%

Lowe Wealth Advisors, LLC

161

Sep 30, 25

0.00%

L.M. KOHN & COMPANY

Sep 30, 25

-2.42K

AVANTAX ADVISORY SERVICES, INC.

16.89K

Jun 30, 25

-3.46K

0.22%

Atria Wealth Solutions, Inc.

11.93K

Jun 30, 25

-246

0.16%

Northeast Financial Consultants Inc

4.05K

Jun 30, 25

0.05%

Iron Horse Wealth Management, LLC

Jun 30, 25

-146

SignalPoint Asset Management, LLC

9.15K

Dec 31, 24

-2.66K

0.12%

Bison Wealth, LLC

4.66K

Dec 31, 24

-175

0.06%

Householder Group Estate & Retirement Specialist, LLC

228

Dec 31, 24

-70

0.00%

RE Dickinson Investment Advisors, LLC

100

Dec 31, 24

0.00%

WINTRUST INVESTMENTS LLC

Dec 31, 24

-2.02K

Raymond James Financial Services Advisors, Inc.

160.64K

Sep 30, 24

-12.40K

2.13%

RAYMOND JAMES & ASSOCIATES

156.91K

Sep 30, 24

-7.06K

2.08%

Family Asset Management, LLC

5.60K

Sep 30, 24

0.07%

RAYMOND JAMES TRUST N.A.

3.28K

Sep 30, 24

0.04%

BENJAMIN F. EDWARDS & COMPANY, INC.

14.48K

Jun 30, 24

+420

0.19%

Relative Value Partners Group, LLC

10.22K

Jun 30, 24

+10.22K

0.14%

BlackRock Inc.

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-536

Cetera Advisor Networks LLC

50.12K

Mar 31, 24

-21.27K

0.66%

Cetera Advisors LLC

39.60K

Mar 31, 24

+24.69K

0.52%

Coppell Advisory Solutions Corp.

38.71K

Mar 31, 24

+38.71K

0.51%

EUDAIMONIA ADVISORS LLC

12.36K

Mar 31, 24

+4.06K

0.16%

Eudaimonia Partners, LLC

7.11K

Mar 31, 24

+260

0.09%

StrategIQ Financial Group, LLC

28.79K

Dec 31, 23

-2.20K

0.38%

J Arnold Wealth Management Co

7.04K

Dec 31, 23

0.09%

DB Wealth Management Group, LLC

5.43K

Dec 31, 23

-3.78K

0.07%

Bartlett & Co. LLC

300

Dec 31, 23

0.00%

COMERICA SECURITIES,INC.

14.16K

Sep 30, 23

+2.38K

0.19%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

6.19K

Sep 30, 23

-200

0.08%

BDO Wealth Advisors, LLC

1.02K

Jun 30, 23

0.01%

TimeScale Financial, Inc.

461

Jun 30, 23

0.01%

Catalyst Wealth Management, LLC

14.16K

Mar 31, 23

-2.44K

0.19%

S.C. Financial Services, Inc.

3.98K

Dec 31, 22

+450

0.05%

Kore Private Wealth LLC

42.56K

Sep 30, 22

-45

0.56%

American Portfolios Advisors

11.70K

Sep 30, 22

+11.70K

0.15%

Doyle Wealth Management

4.70K

Sep 30, 22

+11

0.06%

55I, LLC

4.26K

Sep 30, 22

+4.26K

0.06%

FourThought Financial, LLC

330

Sep 30, 22

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

223

Sep 30, 22

+223

0.00%

Covington Capital Management

189

Sep 30, 22

-27

0.00%

Pinnacle Private Wealth, LLC

6.00K

Jun 30, 22

+24

0.08%

Nauset Wealth Management. LLC

13.85K

Mar 31, 22

+906

0.18%

KINGS POINT CAPITAL MANAGEMENT

Mar 31, 22

-425

Carroll Financial Associates, Inc.

755

Dec 31, 21

0.01%

NEXT Financial Group, Inc

Dec 31, 21

-16.24K

Hochman Cole Investment Advisors, Inc.

6.12K

Sep 30, 21

-41

0.08%

Ameritas Investment Company, LLC

2.66K

Sep 30, 21

+209

0.04%

BHF RG Capital Inc.

2.01K

Sep 30, 21

0.03%

BBVA USA

679

Sep 30, 21

0.01%

Sonora Investment Management, LLC

Sep 30, 21

-540

Winslow, Evans & Crocker, Inc.

4.33K

Dec 31, 20

+2.72K

0.06%

First Allied Advisory Services, Inc.

13.91K

Sep 30, 20

-301

0.18%

Global Financial Private Capital, Inc

1.64K

Jun 30, 20

-25.61K

0.02%

TRUEWEALTH LLC

Jun 30, 20

+40

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

84.37K

Dec 31, 19

+40.63K

1.12%

Advisor Group, Inc.

63.70K

Dec 31, 19

-385

0.84%

Beacon Pointe Wealth Advisors, LLC

8.16K

Dec 31, 19

+8.16K

0.11%

BB&T SECURITIES, LLC

24.98K

Sep 30, 19

-2.62K

0.33%

SUNTRUST BANKS INC

8.97K

Sep 30, 19

-1.48K

0.12%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

760

Sep 30, 19

0.01%

HL FINANCIAL SERVICES LLC

133.37K

Mar 31, 19

-4.76K

1.77%

BKS ADVISORS, LLC

45.86K

Mar 31, 19

-490

0.61%

WealthTrust Fairport, LLC

9.00K

Mar 31, 19

+1.58K

0.12%

NEXT Financial Holdings

590

Mar 31, 19

+590

0.01%

IFC Holdings Incorporated/FL

34.23K

Dec 31, 17

+11.72K

0.45%

BB&T INVESTMENT SERVICES, INC.

343

Dec 31, 17

+143

0.00%

NATIONAL PLANNING CORP

Dec 31, 17

-3.88K

SII INVESTMENTS INC/WI

Dec 31, 17

-4.50K

Commonwealth Equity Services, Inc

58.33K

Jun 30, 17

+3.94K

0.77%

Virtu KCG Holdings LLC

8.62K

Jun 30, 17

-15.43K

0.11%

WFG Advisors, LP

3.27K

Jun 30, 17

-581

0.04%

FIRST FINANCIAL EQUITY CORPORATION

4.45K

Mar 31, 17

+4.45K

0.06%

LBA Wealth Management, LLC

Mar 31, 17

-56

MSI Financial Services Inc

39.03K

Dec 31, 16

-4.79K

0.52%

SOCIETE GENERALE

114.51K

Jun 30, 16

+114.51K

1.52%

VSR Financial Services, Inc.

17.27K

Jun 30, 16

-2.38K

0.23%

Hoxton Financial, Inc.

178.62K

Mar 31, 16

-3.14K

2.37%

SMITH HAYES Advisers, Inc

5.88K

Dec 31, 15

-600

0.08%

F-Squared Investment Management, LLC

2.69M

Jun 30, 15

+2.69M

35.59%

MANAGED ACCOUNT ADVISORS LLC

47.82K

Jun 30, 15

+27.23K

0.63%

BAIRD ROBERT W & CO INC /WI/

130.92K

Mar 31, 15

+4.97K

1.73%

STERNE AGEE GROUP, INC.

43.38K

Mar 31, 15

-524

0.57%

COLUMBIA CAPITAL LLC

16.86K

Dec 31, 14

+16.86K

0.22%

NEW ENGLAND SECURITIES CORP /MA/

5.81K

Dec 31, 14

-31.83K

0.08%

Placemark Investments, Inc.

Dec 31, 14

-234.52K

UBS AG

1.46M

Sep 30, 14

+293.64K

19.34%

COMMUNITY BANK SYSTEM, INC.

Sep 30, 14

-172

TOWER TRUST Co

88.10K

Mar 31, 14

+1.68K

1.17%

STIFEL NICOLAUS & CO INC \MO\

105.75K

Sep 30, 13

-26.73K

1.40%

KNIGHT CAPITAL GROUP LLC

17.61K

Jun 30, 13

+4.76K

0.23%

First Allied Securities, Inc.

14.17K

Jun 30, 12

-5.88K

0.19%

NOLLENBERGER CAPITAL PARTNERS INC

371

Dec 31, 10

0.00%