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Institutional Ownership

Top 380 Institutional Holders
HolderSharesDateChange% Held
Paller Financial Services Inc34.10KSep 30, 26+1.11K0.40%
ABLE Financial Group, LLC25.31KSep 30, 26+5.40K0.30%
Farther Finance Advisors, LLC20.08KSep 30, 26+450.23%
Financial Advisory Corp18.93KSep 30, 26-470.22%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC16.19KSep 30, 26+16.19K0.19%
CX Institutional6.18KSep 30, 26+350.07%
Alliance Wealth Advisors, LLC5.70KSep 30, 26--0.07%
Worthington Financial Partners, LLC5.24KSep 30, 26-80.06%
GoalVest Advisory LLC3.92KSep 30, 26--0.05%
INDEPENDENT FINANCIAL GROUP, LLC2.91KSep 30, 26+7460.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2.84KSep 30, 26+1930.03%
WETZEL INVESTMENT ADVISORS, INC.2.74KSep 30, 26--0.03%
Dominguez Wealth Management Solutions, Inc.2.51KSep 30, 26-1710.03%
B. Riley Wealth Advisors, Inc.1.96KSep 30, 26+1870.02%
GAMMA Investing LLC1.50KSep 30, 26--0.02%
ATWOOD & PALMER INC950Sep 30, 26--0.01%
CoreCap Advisors, LLC842Sep 30, 26-3230.01%
First Heartland Consultants, Inc.--Sep 30, 26-9.54K--
MORGAN STANLEY830.68KJun 30, 26+10.85K9.72%
LPL Financial LLC384.72KJun 30, 26+102.86K4.50%
BANK OF AMERICA CORP /DE/302.64KJun 30, 26+5.14K3.54%
WELLS FARGO & COMPANY/MN282.25KJun 30, 26+14.45K3.30%
RAYMOND JAMES FINANCIAL INC263.11KJun 30, 26-17.30K3.08%
UBS Group AG177.25KJun 30, 26+59.56K2.07%
GOLDMAN SACHS GROUP INC100.28KJun 30, 26-6.55K1.17%
ENVESTNET ASSET MANAGEMENT INC94.08KJun 30, 26+35.20K1.10%
Prasad Wealth Partners, LLC83.75KJun 30, 26+80.79K0.98%
PERRYMAN FINANCIAL ADVISORY INC /AD74.54KJun 30, 26+1.73K0.87%
Cetera Investment Advisers71.95KJun 30, 26+9.64K0.84%
Janney Montgomery Scott LLC68.18KJun 30, 26+3.19K0.80%
Cambridge Investment Research Advisors, Inc.65.56KJun 30, 26+16.21K0.77%
ROYAL BANK OF CANADA62.49KJun 30, 26-15.58K0.73%
COMMONWEALTH EQUITY SERVICES, LLC61.08KJun 30, 26-8.09K0.71%
HighTower Advisors, LLC54.20KJun 30, 26+8.67K0.63%
PGIM Custom Harvest LLC50.23KJun 30, 26-4.11K0.59%
ADVISOR GROUP HOLDINGS, INC.40.35KJun 30, 26+9150.47%
Paller Financial Services Inc32.99KJun 30, 26-4.11K0.39%
KINGSWOOD WEALTH ADVISORS, LLC32.92KJun 30, 26+7550.39%
AMERIPRISE FINANCIAL INC32.60KJun 30, 26-2.39K0.38%
Baird Financial Group, Inc.31.21KJun 30, 26-9180.37%
Waverly Advisors, LLC30.16KJun 30, 26+1.32K0.35%
STIFEL FINANCIAL CORP27.26KJun 30, 26-1.09K0.32%
Geneos Wealth Management Inc.26.75KJun 30, 26+17.87K0.31%
PCG Wealth Advisors, LLC25.95KJun 30, 26+12.21K0.30%
ASSETMARK, INC24.81KJun 30, 26+7.91K0.29%
JPMORGAN CHASE & CO23.32KJun 30, 26+8190.27%
CI Private Wealth, LLC23.16KJun 30, 26-7630.27%
Steward Partners Investment Advisory, LLC20.47KJun 30, 26-1480.24%
Private Advisor Group, LLC19.92KJun 30, 26+8070.23%
Financial Advisory Corp18.98KJun 30, 26+70.22%
TRUIST FINANCIAL CORP18.18KJun 30, 26-1.47K0.21%
Mutual Advisors, LLC16.55KJun 30, 26+9.37K0.19%
Kestra Advisory Services, LLC15.86KJun 30, 26-2.61K0.19%
SFI Advisors, LLC15.59KJun 30, 26-3490.18%
Holistic Financial Partners15.28KJun 30, 26-7.33K0.18%
Security Financial Services, INC.15.08KJun 30, 26--0.18%
Sanctuary Advisors, LLC14.36KJun 30, 26+1.52K0.17%
Foundations Investment Advisors, LLC14.01KJun 30, 26+14.01K0.16%
Prosperity Consulting Group, LLC13.81KJun 30, 26-4990.16%
Quantinno Capital Management LP13.04KJun 30, 26-2170.15%
Schrum Private Wealth Management LLC12.72KJun 30, 26+1.29K0.15%
Prospera Financial Services Inc12.63KJun 30, 26-6240.15%
Golden State Wealth Management, LLC12.12KJun 30, 26-1360.14%
MAI Capital Management11.58KJun 30, 26+5.36K0.14%
IFP Advisors, Inc11.55KJun 30, 26+3.95K0.14%
Morey & Quinn Wealth Partners, LLC11.10KJun 30, 26-3540.13%
BENJAMIN EDWARDS INC11.08KJun 30, 26+2.45K0.13%
NewEdge Advisors, LLC10.63KJun 30, 26+3600.12%
Wagner Wealth Management, LLC10.07KJun 30, 26-5550.12%
Beacon Pointe Advisors, LLC9.07KJun 30, 26-2560.11%
LAKE STREET FINANCIAL LLC8.71KJun 30, 26+5350.10%
Apollon Financial, LLC8.58KJun 30, 26-5100.10%
Rockefeller Capital Management L.P.8.33KJun 30, 26-1.53K0.10%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO8.17KJun 30, 26+3400.10%
MERCER GLOBAL ADVISORS INC /ADV8.11KJun 30, 26-7.08K0.09%
Stratos Wealth Partners, LTD.8.01KJun 30, 26-1550.09%
Gateway Wealth Partners, LLC7.99KJun 30, 26+2.12K0.09%
OPPENHEIMER & CO INC7.58KJun 30, 26+3.50K0.09%
Jacobi Capital Management LLC7.19KJun 30, 26+50.08%
HANCOCK WHITNEY CORP7.00KJun 30, 26--0.08%
Maridea Wealth Management LLC6.91KJun 30, 26+6.91K0.08%
Sequoia Financial Advisors, LLC6.78KJun 30, 26--0.08%
HB Wealth Management, LLC6.74KJun 30, 26--0.08%
Atria Investments, Inc6.73KJun 30, 26+1.28K0.08%
Advisory Advocates, LLC6.70KJun 30, 26--0.08%
JONES FINANCIAL COMPANIES LLLP6.65KJun 30, 26-2580.08%
Keating Financial Advisory Services, Inc.6.57KJun 30, 26-5060.08%
MML INVESTORS SERVICES, LLC6.42KJun 30, 26+2.05K0.08%
STEPHENS INC /AR/6.26KJun 30, 26+570.07%
Snowden Capital Advisors LLC6.26KJun 30, 26+5590.07%
Regal Investment Advisors LLC6.18KJun 30, 26--0.07%
Bank of New York Mellon Corp6.06KJun 30, 26+6.06K0.07%
CATHY PARETO & ASSOCIATES, INC5.86KJun 30, 26-2470.07%
LEVEL FOUR ADVISORY SERVICES, LLC5.81KJun 30, 26--0.07%
Kingsview Wealth Management, LLC5.79KJun 30, 26+9290.07%
Spectrum Wealth Advisory Group, LLC5.77KJun 30, 26--0.07%
Alliance Wealth Advisors, LLC5.70KJun 30, 26--0.07%
WealthPLAN Partners, LLC5.69KJun 30, 26-1730.07%
Pine Valley Investments Ltd Liability Co5.59KJun 30, 26+3310.07%
SILVER OAK SECURITIES, INCORPORATED5.22KJun 30, 26+1970.06%
CAPTRUST FINANCIAL ADVISORS5.12KJun 30, 26--0.06%
Western Wealth Management, LLC4.93KJun 30, 26+3310.06%
AE Wealth Management LLC4.89KJun 30, 26-700.06%
PNC FINANCIAL SERVICES GROUP, INC.4.85KJun 30, 26-6620.06%
Creative Planning4.81KJun 30, 26+680.06%
HARBOUR INVESTMENTS, INC.4.65KJun 30, 26+5960.05%
D.A. DAVIDSON & CO.4.61KJun 30, 26+310.05%
Tradition Wealth Management, LLC4.61KJun 30, 26-200.05%
One Charles Private Wealth Services, LLC4.52KJun 30, 26-4120.05%
Pensionmark Financial Group, LLC4.51KJun 30, 26+1340.05%
OneAscent Financial Services LLC4.49KJun 30, 26-6.13K0.05%
OLD NATIONAL BANCORP /IN/4.48KJun 30, 26-5200.05%
Kovack Advisors, Inc.4.47KJun 30, 26-1060.05%
Centerpoint Advisory Group4.46KJun 30, 26-1500.05%
Novak & Powell Financial Services, Inc.4.43KJun 30, 26-200.05%
Perigon Wealth Management, LLC4.31KJun 30, 26--0.05%
MOSAIC FINANCIAL GROUP, LLC4.30KJun 30, 26--0.05%
Global Retirement Partners, LLC4.16KJun 30, 26+4.16K0.05%
Trueblood Wealth Management, LLC4.11KJun 30, 26+4300.05%
IAMS WEALTH MANAGEMENT, LLC4.08KJun 30, 26+5430.05%
NAVELLIER & ASSOCIATES INC4.06KJun 30, 26+4.06K0.05%
PARK AVENUE SECURITIES LLC4.05KJun 30, 26+1.80K0.05%
NewEdge Wealth, LLC4.04KJun 30, 26+4.04K0.05%
Rockport Wealth LLC3.99KJun 30, 26-140.74K0.05%
GENTRY PRIVATE WEALTH, LLC3.92KJun 30, 26-1780.05%
WILEY BROS.-AINTREE CAPITAL, LLC3.83KJun 30, 26+2800.04%
Arkadios Wealth Advisors3.72KJun 30, 26-11.44K0.04%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC3.71KJun 30, 26--0.04%
Insight Advisors, LLC/ PA3.59KJun 30, 26-1180.04%
QTR Family Wealth, LLC3.58KJun 30, 26-1130.04%
FIDUCIARY FINANCIAL ADVISORS3.48KJun 30, 26+3.48K0.04%
RPg Family Wealth Advisory, LLC3.39KJun 30, 26+2620.04%
Purus Wealth Management, LLC3.35KJun 30, 26+1.21K0.04%
Risk Paradigm Group, LLC3.30KJun 30, 26+2620.04%
GREAT VALLEY ADVISOR GROUP, INC.3.27KJun 30, 26+820.04%
Financial Partners Group, Inc3.24KJun 30, 26--0.04%
PACIFIC SUN FINANCIAL CORP3.21KJun 30, 26-2650.04%
Silver Grove Financial Group, Inc.3.21KJun 30, 26+370.04%
BANK OF MONTREAL /CAN/3.19KJun 30, 26+3.18K0.04%
Spire Wealth Management3.17KJun 30, 26-7080.04%
FMR LLC3.10KJun 30, 26+1870.04%
Pinnacle Financial Partners, Inc.2.99KJun 30, 26-1.43K0.04%
Empower Advisory Group, LLC2.83KJun 30, 26+2.83K0.03%
LaSalle St. Investment Advisors, LLC2.82KJun 30, 26-250.03%
Equitable Holdings, Inc.2.82KJun 30, 26-180.03%
Christensen, King & Associates Investment Services, Inc.2.55KJun 30, 26--0.03%
Koshinski Asset Management, Inc.2.47KJun 30, 26--0.03%
WEDBUSH SECURITIES INC2.40KJun 30, 26+10.03%
SUMMIT WEALTH GROUP LLC / CO2.35KJun 30, 26+720.03%
HighPoint Advisor Group LLC2.20KJun 30, 26+3410.03%
Diversify Advisory Services, LLC2.18KJun 30, 26+2.18K0.03%
DIVERSIFY WEALTH MANAGEMENT, LLC2.18KJun 30, 26+2.18K0.03%
FIFTH THIRD BANCORP2.12KJun 30, 26+1570.02%
Brinker Capital Investments, LLC2.10KJun 30, 26+2.10K0.02%
Ameritas Advisory Services, LLC2.02KJun 30, 26+1730.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2.01KJun 30, 26--0.02%
Clearwater Capital Advisors, LLC2.00KJun 30, 26--0.02%
PETRA FINANCIAL ADVISORS INC1.99KJun 30, 26--0.02%
Brookstone Capital Management1.99KJun 30, 26+1.99K0.02%
Allworth Financial LP1.97KJun 30, 26+10.02%
Hilton Head Capital Partners, LLC1.93KJun 30, 26-6510.02%
MTM Investment Management, LLC1.92KJun 30, 26--0.02%
Capital Square, LLC1.86KJun 30, 26-90.02%
Ridgeline Wealth Planning, LLC1.86KJun 30, 26--0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC1.84KJun 30, 26-240.02%
GRIFFIN ASSET MANAGEMENT, INC.1.81KJun 30, 26+1.81K0.02%
Kellett Wealth Advisors, LLC1.81KJun 30, 26+1.81K0.02%
Sovereign Financial Group, Inc.1.79KJun 30, 26+1.79K0.02%
Onyx Bridge Wealth Group LLC1.77KJun 30, 26+1.77K0.02%
B. Riley Wealth Advisors, Inc.1.77KJun 30, 26+1.77K0.02%
CAHILL FINANCIAL ADVISORS INC1.75KJun 30, 26+1.75K0.02%
Kingsbury Capital Investment Advisors LLC1.73KJun 30, 26+1.73K0.02%
KMT WEALTH MANAGEMENT, LLC1.73KJun 30, 26+1.73K0.02%
Integrated Wealth Concepts LLC1.73KJun 30, 26+1.73K0.02%
1776 Wealth LLC1.65KJun 30, 26+1.65K0.02%
Delos Wealth Advisors, LLC1.65KJun 30, 26--0.02%
UBS ASSET MANAGEMENT AMERICAS INC1.57KJun 30, 26-1.33K0.02%
IFG Advisory, LLC1.53KJun 30, 26+1.53K0.02%
Register Financial Advisors LLC1.36KJun 30, 26--0.02%
Parallel Advisors, LLC1.31KJun 30, 26-580.02%
REAP Financial Group, LLC1.29KJun 30, 26-3750.02%
Ashton Thomas Private Wealth, LLC1.27KJun 30, 26+1170.01%
Capital Analysts, LLC1.23KJun 30, 26+7820.01%
Russell Investments Group, Ltd.1.20KJun 30, 26-600.01%
Topsail Wealth Management, LLC1.20KJun 30, 26--0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV1.17KJun 30, 26-640.01%
Tidemark, LLC952Jun 30, 26--0.01%
BESSEMER GROUP INC935Jun 30, 26--0.01%
BRYN MAWR TRUST Co900Jun 30, 26--0.01%
Smartleaf Asset Management LLC894Jun 30, 26--0.01%
NATIONAL BANK OF CANADA /FI/839Jun 30, 26--0.01%
Truvestments Capital LLC809Jun 30, 26+10.01%
Steigerwald, Gordon & Koch Inc.728Jun 30, 26--0.01%
NBC SECURITIES, INC.636Jun 30, 26-1310.01%
PRIVATE TRUST CO NA613Jun 30, 26+6130.01%
HHM Wealth Advisors, LLC594Jun 30, 26--0.01%
BlackRock, Inc.591Jun 30, 26--0.01%
HAZLETT, BURT & WATSON, INC.526Jun 30, 26--0.01%
AMERIFLEX GROUP, INC.517Jun 30, 26--0.01%
Founders Financial Alliance, LLC505Jun 30, 26--0.01%
ROTHSCHILD INVESTMENT LLC500Jun 30, 26--0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC498Jun 30, 26--0.01%
TUCKER ASSET MANAGEMENT LLC470Jun 30, 26+4700.01%
Ronald Blue Trust, Inc.405Jun 30, 26--0.00%
Capital Investment Advisory Services, LLC366Jun 30, 26+160.00%
CULLEN/FROST BANKERS, INC.358Jun 30, 26+2830.00%
Crews Bank & Trust353Jun 30, 26--0.00%
Creative Capital Management Investments LLC349Jun 30, 26--0.00%
US BANCORP \DE\340Jun 30, 26-5.85K0.00%
MCF Advisors LLC326Jun 30, 26--0.00%
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/322Jun 30, 26+3220.00%
Anchor Investment Management, LLC320Jun 30, 26--0.00%
Physician Wealth Advisors, Inc.306Jun 30, 26--0.00%
Allied Private Wealth LLC300Jun 30, 26+3000.00%
Glen Eagle Advisors, LLC276Jun 30, 26+1000.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC275Jun 30, 26+2750.00%
Mowery & Schoenfeld Wealth Management, LLC244Jun 30, 26+2440.00%
Rossby Financial, LCC241Jun 30, 26--0.00%
Quest 10 Wealth Builders, Inc.227Jun 30, 26+40.00%
HOWE & RUSLING INC211Jun 30, 26+2110.00%
HighMark Wealth Management LLC210Jun 30, 26--0.00%
Pinnacle Bancorp, Inc.200Jun 30, 26--0.00%
Asset Dedication, LLC176Jun 30, 26--0.00%
FARMERS & MERCHANTS INVESTMENTS INC175Jun 30, 26--0.00%
Westside Investment Management, Inc.166Jun 30, 26-500.00%
BLAIR WILLIAM & CO/IL165Jun 30, 26--0.00%
Harbor Asset Planning, Inc.155Jun 30, 26--0.00%
Godfrey Financial Associates, Inc.150Jun 30, 26--0.00%
Fortis Group Advisors, LLC145Jun 30, 26+1450.00%
TOUNJIAN ADVISORY PARTNERS, LLC139Jun 30, 26+1390.00%
HM PAYSON & CO125Jun 30, 26--0.00%
Pinnacle Wealth Planning Services, Inc.115Jun 30, 26--0.00%
AdvisorNet Financial, Inc107Jun 30, 26--0.00%
JPL Wealth Management, LLC100Jun 30, 26--0.00%
SRS Capital Advisors, Inc.94Jun 30, 26--0.00%
Park Square Financial Group, LLC92Jun 30, 26--0.00%
Financial Perspectives, Inc85Jun 30, 26--0.00%
Signature Equity Partners, LLC83Jun 30, 26+690.00%
TD Waterhouse Canada Inc.80Jun 30, 26+800.00%
Quent Capital, LLC75Jun 30, 26--0.00%
Ancora Advisors, LLC68Jun 30, 26--0.00%
COMPASS FINANCIAL MANAGEMENT LLC61Jun 30, 26+610.00%
DiNuzzo Private Wealth, Inc.57Jun 30, 26--0.00%
TD Capital Management LLC51Jun 30, 26--0.00%
Ameritas Investment Partners, Inc.50Jun 30, 26--0.00%
Buck Wealth Strategies, LLC46Jun 30, 26+460.00%
Salomon & Ludwin, LLC40Jun 30, 26--0.00%
Luminist Capital LLC34Jun 30, 26+340.00%
SIGNATUREFD, LLC32Jun 30, 26--0.00%
AlphaCore Capital LLC23Jun 30, 26--0.00%
DHJJ Financial Advisors, Ltd.20Jun 30, 26--0.00%
Larson Financial Group LLC20Jun 30, 26--0.00%
Qube Research & Technologies Ltd15Jun 30, 26-220.00%
Lloyd Advisory Services, LLC.14Jun 30, 26+140.00%
Aptus Capital Advisors, LLC12Jun 30, 26--0.00%
Key Capital Management, INC8Jun 30, 26--0.00%
Dunhill Financial, LLC5Jun 30, 26--0.00%
Allspring Global Investments Holdings, LLC3Jun 30, 26--0.00%
Transamerica Financial Advisors, Inc.1Jun 30, 26--0.00%
Addison Advisors LLC--Jun 30, 26-547--
Signature Wealth Management Partners, LLC--Jun 30, 26-2.85K--
Americana Partners, LLC--Jun 30, 26-2.92K--
Mariner, LLC--Jun 30, 26-1.92K--
TWIN PEAKS WEALTH ADVISORS, LLC--Jun 30, 26-1.11K--
Golden State Equity Partners--Jun 30, 26-1.44K--
Triumph Capital Management--Jun 30, 26-31--
CITIGROUP INC--Jun 30, 26-90--
SUSQUEHANNA INTERNATIONAL GROUP, LLP--Jun 30, 26-24.34K--
WealthShield Partners, LLC--Jun 30, 26-29--
JANE STREET GROUP, LLC--Jun 30, 26-15.61K--
Fortitude Family Office, LLC--Jun 30, 26-140--
GUARDIAN WEALTH ADVISORS, LLC / NC--Jun 30, 26-12--
CITADEL ADVISORS LLC--Jun 30, 26-4.58K--
MPWM ADVISORY SOLUTIONS, LLC--Jun 30, 26-46--
Advisory Services Network, LLC--Jun 30, 26-380--
EVOKE WEALTH, LLC--Jun 30, 26-5.38K--
RMG Wealth Management LLC--Jun 30, 26-502--
FLOW TRADERS U.S. LLC--Jun 30, 26-2.77K--
Vivaldi Capital Management LP3.38KMar 31, 26+5240.04%
CWM, LLC2.48KMar 31, 26--0.03%
Sunbelt Securities, Inc.798Mar 31, 26--0.01%
Jaffetilchin Investment Partners, LLC--Mar 31, 26-4.00K--
COMERICA BANK2.00KDec 31, 25-1880.02%
ORG Partners LLC1.44KDec 31, 25--0.02%
CIBC Private Wealth Group, LLC255Dec 31, 25-4250.00%
GPS Wealth Strategies Group, LLC--Dec 31, 25-219--
SYNOVUS FINANCIAL CORP4.72KSep 30, 25-130.06%
Lowe Wealth Advisors, LLC161Sep 30, 25--0.00%
L.M. KOHN & COMPANY--Sep 30, 25-2.42K--
AVANTAX ADVISORY SERVICES, INC.16.89KJun 30, 25-3.46K0.20%
Atria Wealth Solutions, Inc.11.93KJun 30, 25-2460.14%
Northeast Financial Consultants Inc4.05KJun 30, 25--0.05%
Iron Horse Wealth Management, LLC--Jun 30, 25-146--
SignalPoint Asset Management, LLC9.15KDec 31, 24-2.66K0.11%
Bison Wealth, LLC4.66KDec 31, 24-1750.05%
Householder Group Estate & Retirement Specialist, LLC228Dec 31, 24-700.00%
RE Dickinson Investment Advisors, LLC100Dec 31, 24--0.00%
WINTRUST INVESTMENTS LLC--Dec 31, 24-2.02K--
Raymond James Financial Services Advisors, Inc.160.64KSep 30, 24-12.40K1.88%
RAYMOND JAMES & ASSOCIATES156.91KSep 30, 24-7.06K1.84%
Family Asset Management, LLC5.60KSep 30, 24--0.07%
RAYMOND JAMES TRUST N.A.3.28KSep 30, 24--0.04%
BENJAMIN F. EDWARDS & COMPANY, INC.14.48KJun 30, 24+4200.17%
Relative Value Partners Group, LLC10.22KJun 30, 24+10.22K0.12%
BlackRock Inc.32Jun 30, 24--0.00%
ICA Group Wealth Management, LLC--Jun 30, 24-536--
Cetera Advisor Networks LLC50.12KMar 31, 24-21.27K0.59%
Cetera Advisors LLC39.60KMar 31, 24+24.69K0.46%
Coppell Advisory Solutions Corp.38.71KMar 31, 24+38.71K0.45%
EUDAIMONIA ADVISORS LLC12.36KMar 31, 24+4.06K0.14%
Eudaimonia Partners, LLC7.11KMar 31, 24+2600.08%
StrategIQ Financial Group, LLC28.79KDec 31, 23-2.20K0.34%
J Arnold Wealth Management Co7.04KDec 31, 23--0.08%
DB Wealth Management Group, LLC5.43KDec 31, 23-3.78K0.06%
Bartlett & Co. LLC300Dec 31, 23--0.00%
COMERICA SECURITIES,INC.14.16KSep 30, 23+2.38K0.17%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.6.19KSep 30, 23-2000.07%
BDO Wealth Advisors, LLC1.02KJun 30, 23--0.01%
TimeScale Financial, Inc.461Jun 30, 23--0.01%
Catalyst Wealth Management, LLC14.16KMar 31, 23-2.44K0.17%
S.C. Financial Services, Inc.3.98KDec 31, 22+4500.05%
Kore Private Wealth LLC42.56KSep 30, 22-450.50%
American Portfolios Advisors11.70KSep 30, 22+11.70K0.14%
Doyle Wealth Management4.70KSep 30, 22+110.05%
55I, LLC4.26KSep 30, 22+4.26K0.05%
FourThought Financial, LLC330Sep 30, 22--0.00%
WIPFLI FINANCIAL ADVISORS LLC,223Sep 30, 22+2230.00%
Covington Capital Management189Sep 30, 22-270.00%
Pinnacle Private Wealth, LLC6.00KJun 30, 22+240.07%
Nauset Wealth Management. LLC13.85KMar 31, 22+9060.16%
KINGS POINT CAPITAL MANAGEMENT--Mar 31, 22-425--
Carroll Financial Associates, Inc.755Dec 31, 21--0.01%
NEXT Financial Group, Inc--Dec 31, 21-16.24K--
Hochman Cole Investment Advisors, Inc.6.12KSep 30, 21-410.07%
Ameritas Investment Company, LLC2.66KSep 30, 21+2090.03%
BHF RG Capital Inc.2.01KSep 30, 21--0.02%
BBVA USA679Sep 30, 21--0.01%
Sonora Investment Management, LLC--Sep 30, 21-540--
Winslow, Evans & Crocker, Inc.4.33KDec 31, 20+2.72K0.05%
First Allied Advisory Services, Inc.13.91KSep 30, 20-3010.16%
Global Financial Private Capital, Inc1.64KJun 30, 20-25.61K0.02%
TRUEWEALTH LLC40Jun 30, 20+400.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.84.37KDec 31, 19+40.63K0.99%
Advisor Group, Inc.63.70KDec 31, 19-3850.75%
Beacon Pointe Wealth Advisors, LLC8.16KDec 31, 19+8.16K0.10%
BB&T SECURITIES, LLC24.98KSep 30, 19-2.62K0.29%
SUNTRUST BANKS INC8.97KSep 30, 19-1.48K0.10%
ADVANTAGE INVESTMENT MANAGEMENT, LLC760Sep 30, 19--0.01%
HL FINANCIAL SERVICES LLC133.37KMar 31, 19-4.76K1.56%
BKS ADVISORS, LLC45.86KMar 31, 19-4900.54%
WealthTrust Fairport, LLC9.00KMar 31, 19+1.58K0.11%
NEXT Financial Holdings590Mar 31, 19+5900.01%
IFC Holdings Incorporated/FL34.23KDec 31, 17+11.72K0.40%
BB&T INVESTMENT SERVICES, INC.343Dec 31, 17+1430.00%
SII INVESTMENTS INC/WI--Dec 31, 17-4.50K--
NATIONAL PLANNING CORP--Dec 31, 17-3.88K--
Commonwealth Equity Services, Inc58.33KJun 30, 17+3.94K0.68%
Virtu KCG Holdings LLC8.62KJun 30, 17-15.43K0.10%
WFG Advisors, LP3.27KJun 30, 17-5810.04%
FIRST FINANCIAL EQUITY CORPORATION4.45KMar 31, 17+4.45K0.05%
LBA Wealth Management, LLC--Mar 31, 17-56--
MSI Financial Services Inc39.03KDec 31, 16-4.79K0.46%
SOCIETE GENERALE114.51KJun 30, 16+114.51K1.34%
VSR Financial Services, Inc.17.27KJun 30, 16-2.38K0.20%
Hoxton Financial, Inc.178.62KMar 31, 16-3.14K2.09%
SMITH HAYES Advisers, Inc5.88KDec 31, 15-6000.07%
F-Squared Investment Management, LLC2.69MJun 30, 15+2.69M31.43%
MANAGED ACCOUNT ADVISORS LLC47.82KJun 30, 15+27.23K0.56%
BAIRD ROBERT W & CO INC /WI/130.92KMar 31, 15+4.97K1.53%
STERNE AGEE GROUP, INC.43.38KMar 31, 15-5240.51%
COLUMBIA CAPITAL LLC16.86KDec 31, 14+16.86K0.20%
NEW ENGLAND SECURITIES CORP /MA/5.81KDec 31, 14-31.83K0.07%
Placemark Investments, Inc.--Dec 31, 14-234.52K--
UBS AG1.46MSep 30, 14+293.64K17.08%
COMMUNITY BANK SYSTEM, INC.--Sep 30, 14-172--
TOWER TRUST Co88.10KMar 31, 14+1.68K1.03%
STIFEL NICOLAUS & CO INC \MO\105.75KSep 30, 13-26.73K1.24%
KNIGHT CAPITAL GROUP LLC17.61KJun 30, 13+4.76K0.21%
First Allied Securities, Inc.14.17KJun 30, 12-5.88K0.17%
NOLLENBERGER CAPITAL PARTNERS INC371Dec 31, 10--0.00%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

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Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.