Pacer Global Cash Cows Dividend ETF(GCOW)

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Pacer Global Cash Cows Dividend ETF(GCOW)

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$44.44—

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GCOW(GCOW)

GCOW

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Institutional Ownership

Top 283 Institutional Holders

Holder	Shares	Date	Change	% Held
WADDELL & ASSOCIATES, LLC	2.06M	Jun 30, 26	-8.86K	2.89%
INDEPENDENT FINANCIAL GROUP, LLC	103.59K	Jun 30, 26	+1.75K	0.15%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	77.51K	Jun 30, 26	-15.76K	0.11%
Fermata Advisors, LLC	72.63K	Jun 30, 26	-5.43K	0.10%
Comprehensive Financial Consultants Institutional, Inc.	44.03K	Jun 30, 26	+879	0.06%
LRI Investments, LLC	40.08K	Jun 30, 26	--	0.06%
Wealthcare Advisory Partners LLC	30.44K	Jun 30, 26	+6.40K	0.04%
JBR Co Financial Management Inc	30.33K	Jun 30, 26	+2.39K	0.04%
Prospera Financial Services Inc	27.51K	Jun 30, 26	+12.78K	0.04%
KMG FIDUCIARY PARTNERS, LLC	26.79K	Jun 30, 26	+319	0.04%
Sharkey, Howes & Javer	17.80K	Jun 30, 26	--	0.02%
HF Advisory Group, LLC	9.13K	Jun 30, 26	+612	0.01%
First Heartland Consultants, Inc.	8.44K	Jun 30, 26	+8.44K	0.01%
Accurate Wealth Management, LLC	8.43K	Jun 30, 26	+19	0.01%
Wealth Group Ltd	7.45K	Jun 30, 26	+15	0.01%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	7.37K	Jun 30, 26	+754	0.01%
Optivise Advisory Services LLC	7.08K	Jun 30, 26	+543	0.01%
Brookstone Capital Management	6.31K	Jun 30, 26	-657	0.01%
EASTERN BANK	2.88K	Jun 30, 26	--	0.00%
Holos Integrated Wealth LLC	2.35K	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	1.96K	Jun 30, 26	+5	0.00%
WOLFF WIESE MAGANA LLC	903	Jun 30, 26	+240	0.00%
Abound Wealth Management	623	Jun 30, 26	+623	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	162	Jun 30, 26	+1	0.00%
Trust Co	60	Jun 30, 26	+60	0.00%
Wright Fund Management, LLC	--	Jun 30, 26	-243.78K	--
SAPIENT CAPITAL LLC	--	Jun 30, 26	-6.77K	--
BANK OF AMERICA CORP /DE/	8.12M	Mar 31, 26	+191.86K	11.38%
MORGAN STANLEY	5.29M	Mar 31, 26	-109.16K	7.42%
LPL Financial LLC	3.50M	Mar 31, 26	+199.41K	4.91%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.40M	Mar 31, 26	-75.97K	3.36%
RAYMOND JAMES FINANCIAL INC	2.08M	Mar 31, 26	+32.51K	2.92%
WADDELL & ASSOCIATES, LLC	2.07M	Mar 31, 26	+2.07M	2.90%
WELLS FARGO & COMPANY/MN	1.92M	Mar 31, 26	+523.05K	2.69%
ROYAL BANK OF CANADA	1.71M	Mar 31, 26	+546.24K	2.39%
Cetera Investment Advisers	1.48M	Mar 31, 26	+195.35K	2.08%
JONES FINANCIAL COMPANIES LLLP	1.16M	Mar 31, 26	+191.62K	1.63%
UBS Group AG	949.79K	Mar 31, 26	+129.61K	1.33%
Brinker Capital Investments, LLC	948.84K	Mar 31, 26	+225.94K	1.33%
Cambridge Investment Research Advisors, Inc.	908.54K	Mar 31, 26	+76.90K	1.27%
STIFEL FINANCIAL CORP	821.29K	Mar 31, 26	+61.11K	1.15%
ADVISOR GROUP HOLDINGS, INC.	749.12K	Mar 31, 26	+81.59K	1.05%
Hamilton Wealth, LLC	423.70K	Mar 31, 26	+40.62K	0.59%
Pacer Advisors, Inc.	408.68K	Mar 31, 26	-11.35K	0.57%
Karpus Management, Inc.	391.96K	Mar 31, 26	+38.60K	0.55%
ENVESTNET ASSET MANAGEMENT INC	367.62K	Mar 31, 26	+99.84K	0.52%
COMMONWEALTH EQUITY SERVICES, LLC	358.58K	Mar 31, 26	+52.25K	0.50%
Stratos Wealth Partners, LTD.	330.82K	Mar 31, 26	+38.04K	0.46%
Baird Financial Group, Inc.	295.35K	Mar 31, 26	+38.59K	0.41%
AE Wealth Management LLC	288.94K	Mar 31, 26	+286.51K	0.40%
Steward Partners Investment Advisory, LLC	277.63K	Mar 31, 26	+23.78K	0.39%
Janney Montgomery Scott LLC	268.90K	Mar 31, 26	-13.31K	0.38%
NewEdge Advisors, LLC	267.49K	Mar 31, 26	+3.60K	0.37%
Kera Capital Partners, Inc.	252.03K	Mar 31, 26	+156.91K	0.35%
1 NORTH WEALTH SERVICES LLC	224.24K	Mar 31, 26	-3.98K	0.31%
FINANCIAL MANAGEMENT NETWORK INC	222.46K	Mar 31, 26	-21.07K	0.31%
Kestra Advisory Services, LLC	217.16K	Mar 31, 26	+67.86K	0.30%
Rockefeller Capital Management L.P.	209.25K	Mar 31, 26	+64.83K	0.29%
Beaumont Financial Advisors, LLC	192.72K	Mar 31, 26	+192.72K	0.27%
Galvin, Gaustad & Stein, LLC	189.28K	Mar 31, 26	+176.14K	0.27%
Lighthouse Wealth Management Inc.	183.24K	Mar 31, 26	+57.04K	0.26%
HBW Advisory Services LLC	163.03K	Mar 31, 26	+25.88K	0.23%
AlphaCore Capital LLC	162.15K	Mar 31, 26	+11.73K	0.23%
CITIGROUP INC	157.40K	Mar 31, 26	+14.69K	0.22%
MY Wealth Management Inc.	136.42K	Mar 31, 26	+8.21K	0.19%
Empire Financial Management Company, LLC	111.55K	Mar 31, 26	+5.91K	0.16%
VestGen Advisors, LLC	105.11K	Mar 31, 26	-231	0.15%
Private Advisor Group, LLC	96.49K	Mar 31, 26	+2.09K	0.14%
Belpointe Asset Management LLC	93.15K	Mar 31, 26	+37.55K	0.13%
OPPENHEIMER & CO INC	90.59K	Mar 31, 26	+30.08K	0.13%
Prostatis Group LLC	86.36K	Mar 31, 26	-6.50K	0.12%
NATIONAL BANK OF CANADA /FI/	85.53K	Mar 31, 26	+2.56K	0.12%
Waverly Advisors, LLC	85.47K	Mar 31, 26	+19.90K	0.12%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	81.74K	Mar 31, 26	+2.62K	0.11%
Geneos Wealth Management Inc.	79.73K	Mar 31, 26	+3.70K	0.11%
Equitable Holdings, Inc.	79.28K	Mar 31, 26	-8.14K	0.11%
Laurel Wealth Advisors LLC	78.71K	Mar 31, 26	+2.11K	0.11%
Quantinno Capital Management LP	76.88K	Mar 31, 26	+41.46K	0.11%
WNY Asset Management, LLC	76.34K	Mar 31, 26	+76.34K	0.11%
CALTON & ASSOCIATES, INC.	76.25K	Mar 31, 26	+311	0.11%
Intrua Financial, LLC	73.62K	Mar 31, 26	+4.18K	0.10%
Concurrent Investment Advisors, LLC	70.32K	Mar 31, 26	+595	0.10%
MML INVESTORS SERVICES, LLC	67.72K	Mar 31, 26	-26.77K	0.09%
Bleakley Financial Group, LLC	62.97K	Mar 31, 26	+73	0.09%
Capital Analysts, LLC	61.91K	Mar 31, 26	-2.73K	0.09%
HARBOUR INVESTMENTS, INC.	58.20K	Mar 31, 26	+21.91K	0.08%
Modern Wealth Management, LLC	56.61K	Mar 31, 26	-1.57K	0.08%
BENJAMIN EDWARDS INC	55.76K	Mar 31, 26	+4.91K	0.08%
EverSource Wealth Advisors, LLC	55.52K	Mar 31, 26	+17.04K	0.08%
HighTower Advisors, LLC	49.99K	Mar 31, 26	+744	0.07%
MONETA GROUP INVESTMENT ADVISORS LLC	46.48K	Mar 31, 26	-1.07K	0.07%
Per Stirling Capital Management, LLC.	45.59K	Mar 31, 26	+14.96K	0.06%
Investment Partners Asset Management, Inc.	45.25K	Mar 31, 26	+326	0.06%
FIFTH THIRD BANCORP	43.93K	Mar 31, 26	+43.93K	0.06%
Clear Creek Financial Management, LLC	43.07K	Mar 31, 26	+6.51K	0.06%
Gladstone Institutional Advisory LLC	42.79K	Mar 31, 26	+1.72K	0.06%
JANE STREET GROUP, LLC	41.97K	Mar 31, 26	+41.97K	0.06%
IFP Advisors, Inc	40.59K	Mar 31, 26	-506	0.06%
CIBC WORLD MARKET INC.	40.43K	Mar 31, 26	-1.26K	0.06%
Amplius Wealth Advisors, LLC	39.60K	Mar 31, 26	-35	0.06%
STEPHENS INC /AR/	38.50K	Mar 31, 26	+6.51K	0.05%
TRUE Private Wealth Advisors	38.31K	Mar 31, 26	+1.03K	0.05%
Beacon Pointe Advisors, LLC	35.57K	Mar 31, 26	-8.82K	0.05%
Perissos Private Wealth Management, LLC	35.48K	Mar 31, 26	+458	0.05%
Founders Financial Alliance, LLC	35.38K	Mar 31, 26	-1.19K	0.05%
BCS Wealth Management	34.26K	Mar 31, 26	-32.51K	0.05%
THOROUGHBRED FINANCIAL SERVICES, LLC	33.69K	Mar 31, 26	+517	0.05%
CARY STREET PARTNERS FINANCIAL LLC	32.68K	Mar 31, 26	-2.35K	0.05%
Independent Wealth Network Inc.	32.04K	Mar 31, 26	+11.06K	0.04%
MMA ASSET MANAGEMENT LLC	31.92K	Mar 31, 26	+1.86K	0.04%
NOVEM GROUP	30.83K	Mar 31, 26	-3	0.04%
Aviance Capital Partners, LLC	30.46K	Mar 31, 26	+243	0.04%
TCG Advisory Services, LLC	30.17K	Mar 31, 26	+30.17K	0.04%
COZAD ASSET MANAGEMENT INC	28.17K	Mar 31, 26	+1.86K	0.04%
Sanctuary Advisors, LLC	27.06K	Mar 31, 26	+1.33K	0.04%
KESTRA PRIVATE WEALTH SERVICES, LLC	24.39K	Mar 31, 26	-42.05K	0.03%
CreativeOne Wealth, LLC	24.20K	Mar 31, 26	+932	0.03%
Pensionmark Financial Group, LLC	23.85K	Mar 31, 26	-1.32K	0.03%
Snowden Capital Advisors LLC	23.63K	Mar 31, 26	-875	0.03%
Kingsview Wealth Management, LLC	23.27K	Mar 31, 26	-1.85K	0.03%
NATIXIS ADVISORS, L.P.	23.11K	Mar 31, 26	+23.11K	0.03%
U.S. Capital Wealth Advisors, LLC	22.61K	Mar 31, 26	-5.14K	0.03%
HighPoint Advisor Group LLC	21.73K	Mar 31, 26	+2.61K	0.03%
Strategic Financial Concepts, LLC	21.13K	Mar 31, 26	+2.16K	0.03%
Prime Capital Investment Advisors, LLC	21.00K	Mar 31, 26	+11.00K	0.03%
Cosner Financial Group, LLC	20.85K	Mar 31, 26	-1.06K	0.03%
Sowell Financial Services LLC	20.56K	Mar 31, 26	+1.54K	0.03%
SCHMIDT P J INVESTMENT MANAGEMENT INC	20.26K	Mar 31, 26	+3.30K	0.03%
BXM Wealth LLC	20.21K	Mar 31, 26	--	0.03%
KRAEMATON INVESTMENT ADVISORS, INC	19.16K	Mar 31, 26	+276	0.03%
Bank of New York Mellon Corp	18.99K	Mar 31, 26	-323	0.03%
Advisory Services Network, LLC	18.84K	Mar 31, 26	-5.27K	0.03%
FLAGSHIP HARBOR ADVISORS, LLC	18.64K	Mar 31, 26	+1.07K	0.03%
DIVERSIFY WEALTH MANAGEMENT, LLC	18.33K	Mar 31, 26	+18.33K	0.03%
High Net Worth Advisory Group LLC	18.06K	Mar 31, 26	+46	0.03%
Hilltop Holdings Inc.	17.90K	Mar 31, 26	+157	0.03%
Total Clarity Wealth Management, Inc.	17.26K	Mar 31, 26	+623	0.02%
HB Wealth Management, LLC	17.05K	Mar 31, 26	+559	0.02%
BROWN BROTHERS HARRIMAN & CO	16.74K	Mar 31, 26	--	0.02%
TCFG WEALTH MANAGEMENT, LLC	16.62K	Mar 31, 26	+1.04K	0.02%
Harvest Investment Services, LLC	16.28K	Mar 31, 26	-160	0.02%
WILEY BROS.-AINTREE CAPITAL, LLC	16.10K	Mar 31, 26	-30.57K	0.02%
IHT Wealth Management, LLC	16.06K	Mar 31, 26	+1.16K	0.02%
Creative Planning	15.98K	Mar 31, 26	+9.63K	0.02%
Savvy Advisors, Inc.	15.81K	Mar 31, 26	-2.39K	0.02%
MATHER GROUP, LLC.	15.79K	Mar 31, 26	+15.79K	0.02%
Russell Investments Group, Ltd.	15.51K	Mar 31, 26	-42	0.02%
Summit Financial, LLC	14.96K	Mar 31, 26	+5	0.02%
Prospera Financial Services Inc	14.73K	Mar 31, 26	+6.44K	0.02%
BAROMETER CAPITAL MANAGEMENT INC.	14.00K	Mar 31, 26	+14.00K	0.02%
Opal Wealth Advisors, LLC	13.54K	Mar 31, 26	-238	0.02%
Sigma Planning Corp	13.09K	Mar 31, 26	+5.94K	0.02%
Arkadios Wealth Advisors	12.99K	Mar 31, 26	+3.41K	0.02%
Dakota Wealth Management	12.41K	Mar 31, 26	+398	0.02%
Ausdal Financial Partners, Inc.	11.83K	Mar 31, 26	+4.38K	0.02%
Moors & Cabot, Inc.	11.63K	Mar 31, 26	-5.73K	0.02%
TRUIST FINANCIAL CORP	11.60K	Mar 31, 26	+5.77K	0.02%
MERCER GLOBAL ADVISORS INC /ADV	11.10K	Mar 31, 26	+280	0.02%
Triumph Capital Management	11.09K	Mar 31, 26	+1.22K	0.02%
LEVEL FOUR ADVISORY SERVICES, LLC	10.74K	Mar 31, 26	-875	0.02%
Independent Family Office, LLC	10.31K	Mar 31, 26	--	0.01%
PARK AVENUE SECURITIES LLC	10.01K	Mar 31, 26	-634	0.01%
AMERIPRISE FINANCIAL INC	9.60K	Mar 31, 26	-13	0.01%
Anchor Investment Management, LLC	9.59K	Mar 31, 26	+55	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	9.35K	Mar 31, 26	+3.28K	0.01%
PFG Advisors	8.92K	Mar 31, 26	-4.01K	0.01%
MGO ONE SEVEN LLC	8.74K	Mar 31, 26	+1.16K	0.01%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	8.69K	Mar 31, 26	+2.48K	0.01%
Accurate Wealth Management, LLC	8.41K	Mar 31, 26	+2.05K	0.01%
WEST MICHIGAN ADVISORS, LLC	8.15K	Mar 31, 26	+3.30K	0.01%
NewEdge Wealth, LLC	8.05K	Mar 31, 26	--	0.01%
Bogart Wealth, LLC	7.85K	Mar 31, 26	--	0.01%
Independent Advisor Alliance	7.75K	Mar 31, 26	+7.75K	0.01%
FMR LLC	7.23K	Mar 31, 26	+1.30K	0.01%
VALLEY NATIONAL ADVISERS INC	7.00K	Mar 31, 26	+571	0.01%
Western Wealth Management, LLC	6.96K	Mar 31, 26	+967	0.01%
BLVD Private Wealth, LLC	6.71K	Mar 31, 26	-312	0.01%
Apollon Wealth Management, LLC	6.60K	Mar 31, 26	+6.60K	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	6.58K	Mar 31, 26	+5.30K	0.01%
SILVER OAK SECURITIES, INCORPORATED	6.57K	Mar 31, 26	-70	0.01%
MAI Capital Management	6.55K	Mar 31, 26	--	0.01%
Dynamic Financial Group	6.38K	Mar 31, 26	+87	0.01%
D. E. Shaw & Co., Inc.	6.16K	Mar 31, 26	--	0.01%
Hofer & Associates. Inc	6.12K	Mar 31, 26	+123	0.01%
CORA CAPITAL ADVISORS LLC	6.04K	Mar 31, 26	--	0.01%
Farther Finance Advisors, LLC	6.01K	Mar 31, 26	-976	0.01%
Windsor Advisory Group, LLC	6.00K	Mar 31, 26	+6.00K	0.01%
XML Financial, LLC	5.99K	Mar 31, 26	+209	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	5.97K	Mar 31, 26	+835	0.01%
AdvisorNet Financial, Inc	5.92K	Mar 31, 26	+5.92K	0.01%
CAPTRUST FINANCIAL ADVISORS	5.83K	Mar 31, 26	+5.83K	0.01%
GOLDMAN SACHS GROUP INC	5.80K	Mar 31, 26	-18.19K	0.01%
Advyzon Investment Management, LLC	5.23K	Mar 31, 26	+5.23K	0.01%
Merit Financial Group, LLC	5.17K	Mar 31, 26	+5.17K	0.01%
D.A. DAVIDSON & CO.	5.16K	Mar 31, 26	-485	0.01%
Cornerstone Wealth Management, LLC	4.98K	Mar 31, 26	+112	0.01%
SRS Capital Advisors, Inc.	4.91K	Mar 31, 26	-274	0.01%
PSI Advisors, LLC	4.88K	Mar 31, 26	+4.88K	0.01%
CWM, LLC	4.65K	Mar 31, 26	-5.65K	0.01%
JPMORGAN CHASE & CO	3.32K	Mar 31, 26	+947	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	2.01K	Mar 31, 26	+2.01K	0.00%
Lodestone Wealth Management LLC	1.94K	Mar 31, 26	+64	0.00%
Tripletail Wealth Management, LLC	1.84K	Mar 31, 26	+1.80K	0.00%
Atlantic Union Bankshares Corp	1.81K	Mar 31, 26	--	0.00%
Smartleaf Asset Management LLC	1.65K	Mar 31, 26	-441	0.00%
PRIVATE TRUST CO NA	1.60K	Mar 31, 26	--	0.00%
GeoWealth Management, LLC	1.43K	Mar 31, 26	-35.27K	0.00%
Key FInancial Inc	1.24K	Mar 31, 26	--	0.00%
Allworth Financial LP	1.19K	Mar 31, 26	-1.85K	0.00%
Larson Financial Group LLC	1.17K	Mar 31, 26	+159	0.00%
Copia Wealth Management	1.15K	Mar 31, 26	--	0.00%
Mascoma Wealth Management LLC	1.07K	Mar 31, 26	--	0.00%
Merkkuri Wealth Advisors LLC	846	Mar 31, 26	+846	0.00%
Murphy & Mullick Capital Management Corp	750	Mar 31, 26	--	0.00%
ASSETMARK, INC	500	Mar 31, 26	-77	0.00%
BESSEMER GROUP INC	500	Mar 31, 26	--	0.00%
Park Place Capital Corp	497	Mar 31, 26	+497	0.00%
US BANCORP \DE\	409	Mar 31, 26	+409	0.00%
WealthShield Partners, LLC	390	Mar 31, 26	--	0.00%
BOKF, NA	350	Mar 31, 26	--	0.00%
Front Row Advisors LLC	300	Mar 31, 26	--	0.00%
Rossby Financial, LCC	252	Mar 31, 26	--	0.00%
Destiny Wealth Partners, LLC	200	Mar 31, 26	+200	0.00%
TD Capital Management LLC	189	Mar 31, 26	+6	0.00%
BANK OF MONTREAL /CAN/	150	Mar 31, 26	--	0.00%
Federation des caisses Desjardins du Quebec	145	Mar 31, 26	--	0.00%
NBC SECURITIES, INC.	100	Mar 31, 26	--	0.00%
BRYN MAWR TRUST Co	79	Mar 31, 26	--	0.00%
VANGUARD ADVISERS INC	75	Mar 31, 26	+75	0.00%
SIGNATUREFD, LLC	74	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	50	Mar 31, 26	--	0.00%
Founders Capital Management	42	Mar 31, 26	--	0.00%
MPWM ADVISORY SOLUTIONS, LLC	25	Mar 31, 26	+25	0.00%
DHJJ Financial Advisors, Ltd.	19	Mar 31, 26	+1	0.00%
Signal Advisors Wealth, LLC	--	Mar 31, 26	-6.12K	--
WHITTIER TRUST CO OF NEVADA INC	--	Mar 31, 26	-228	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-24.74K	--
EQ WEALTH ADVISORS, LLC	--	Mar 31, 26	-480	--
YANKCOM Partnership	--	Mar 31, 26	-4.39K	--
Mariner, LLC	--	Mar 31, 26	-20.54K	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-162.54K	--
Insight Advisors, LLC/ PA	--	Mar 31, 26	-74.73K	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-17.94K	--
COMERICA BANK	34.23K	Dec 31, 25	-161	0.05%
SageView Advisory Group, LLC	12.46K	Dec 31, 25	-542	0.02%
Global Retirement Partners, LLC	4.43K	Dec 31, 25	+23	0.01%
CIBC Private Wealth Group, LLC	351	Dec 31, 25	--	0.00%
1858 WEALTH MANAGEMENT, LLC	60.00K	Sep 30, 25	--	0.08%
NAPA WEALTH MANAGEMENT	16.14K	Sep 30, 25	-124	0.02%
SYNOVUS FINANCIAL CORP	6.96K	Sep 30, 25	+6.96K	0.01%
Financial Advocates Investment Management	--	Sep 30, 25	-17.91K	--
AVANTAX ADVISORY SERVICES, INC.	329.09K	Jun 30, 25	-5.25K	0.46%
Atria Wealth Solutions, Inc.	39.60K	Jun 30, 25	-17.07K	0.06%
Orion Portfolio Solutions, LLC	303.09K	Mar 31, 25	+47.50K	0.42%
Grant/GrossMendelsohn, LLC	39.53K	Mar 31, 25	+13.88K	0.06%
Lane & Associates LLC	34.57K	Mar 31, 25	+2.27K	0.05%
Sandy Spring Bank	1.81K	Mar 31, 25	--	0.00%
Householder Group Estate & Retirement Specialist, LLC	4.89K	Dec 31, 24	+2.44K	0.01%
WR Wealth Planners, LLC	763	Dec 31, 24	+3	0.00%
Raymond James Financial Services Advisors, Inc.	801.94K	Sep 30, 24	-156.97K	1.12%
RAYMOND JAMES & ASSOCIATES	680.01K	Sep 30, 24	+258.92K	0.95%
RAYMOND JAMES TRUST N.A.	8.89K	Sep 30, 24	+242	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	34.36K	Jun 30, 24	-843	0.05%
Cetera Advisor Networks LLC	229.49K	Mar 31, 24	+55.96K	0.32%
Cetera Advisors LLC	158.88K	Mar 31, 24	-168.04K	0.22%
CAMBRIDGE TRUST CO	2.88K	Mar 31, 24	+2.88K	0.00%
Coulter & Justus Financial Services, LLC	--	Mar 31, 24	-165.52K	--
Simplicity Solutions, LLC	26.70K	Dec 31, 23	+141	0.04%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	28.44K	Sep 30, 23	-3.67K	0.04%
First Capital Advisors Group, LLC.	60.59K	Jun 30, 23	+3.76K	0.08%
Kistler-Tiffany Companies, LLC	207	Jun 30, 23	+207	0.00%
HARVEST GROUP WEALTH MANAGEMENT, LLC	124.27K	Mar 31, 23	+99.91K	0.17%
Andesa Financial Management Inc.	97.30K	Mar 31, 23	+50.91K	0.14%
Ahrens Investment Partners LLC	46.15K	Mar 31, 23	-38.33K	0.06%
American Portfolios Advisors	8.05K	Sep 30, 22	-297	0.01%
Strategic Asset Management, LLC	330	Sep 30, 22	+330	0.00%
BBVA USA	--	Sep 30, 21	-195	--
USCA RIA LLC	39.42K	Jun 30, 21	-2.04K	0.06%
Winslow, Evans & Crocker, Inc.	155	Dec 31, 20	+155	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	125.69K	Dec 31, 19	-5.17K	0.18%
Advisor Group, Inc.	84.59K	Dec 31, 19	+32.31K	0.12%
Commonwealth Equity Services, Inc	83.17K	Jun 30, 17	+43.98K	0.12%
Virtu KCG Holdings LLC	--	Jun 30, 17	-10.24K	--

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Holder

Date

Change

% Held

WADDELL & ASSOCIATES, LLC

2.06M

Jun 30, 26

-8.86K

2.89%

INDEPENDENT FINANCIAL GROUP, LLC

103.59K

Jun 30, 26

+1.75K

0.15%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

77.51K

Jun 30, 26

-15.76K

0.11%

Fermata Advisors, LLC

72.63K

Jun 30, 26

-5.43K

0.10%

Comprehensive Financial Consultants Institutional, Inc.

44.03K

Jun 30, 26

+879

0.06%

LRI Investments, LLC

40.08K

Jun 30, 26

0.06%

Wealthcare Advisory Partners LLC

30.44K

Jun 30, 26

+6.40K

0.04%

JBR Co Financial Management Inc

30.33K

Jun 30, 26

+2.39K

0.04%

Prospera Financial Services Inc

27.51K

Jun 30, 26

+12.78K

0.04%

KMG FIDUCIARY PARTNERS, LLC

26.79K

Jun 30, 26

+319

0.04%

Sharkey, Howes & Javer

17.80K

Jun 30, 26

0.02%

HF Advisory Group, LLC

9.13K

Jun 30, 26

+612

0.01%

First Heartland Consultants, Inc.

8.44K

Jun 30, 26

+8.44K

0.01%

Accurate Wealth Management, LLC

8.43K

Jun 30, 26

+19

0.01%

Wealth Group Ltd

7.45K

Jun 30, 26

+15

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

7.37K

Jun 30, 26

+754

0.01%

Optivise Advisory Services LLC

7.08K

Jun 30, 26

+543

0.01%

Brookstone Capital Management

6.31K

Jun 30, 26

-657

0.01%

EASTERN BANK

2.88K

Jun 30, 26

0.00%

Holos Integrated Wealth LLC

2.35K

Jun 30, 26

0.00%

CoreCap Advisors, LLC

1.96K

Jun 30, 26

0.00%

WOLFF WIESE MAGANA LLC

903

Jun 30, 26

+240

0.00%

Abound Wealth Management

623

Jun 30, 26

+623

0.00%

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

162

Jun 30, 26

0.00%

Trust Co

Jun 30, 26

+60

0.00%

Wright Fund Management, LLC

Jun 30, 26

-243.78K

SAPIENT CAPITAL LLC

Jun 30, 26

-6.77K

BANK OF AMERICA CORP /DE/

8.12M

Mar 31, 26

+191.86K

11.38%

MORGAN STANLEY

5.29M

Mar 31, 26

-109.16K

7.42%

LPL Financial LLC

3.50M

Mar 31, 26

+199.41K

4.91%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.40M

Mar 31, 26

-75.97K

3.36%

RAYMOND JAMES FINANCIAL INC

2.08M

Mar 31, 26

+32.51K

2.92%

WADDELL & ASSOCIATES, LLC

2.07M

Mar 31, 26

+2.07M

2.90%

WELLS FARGO & COMPANY/MN

1.92M

Mar 31, 26

+523.05K

2.69%

ROYAL BANK OF CANADA

1.71M

Mar 31, 26

+546.24K

2.39%

Cetera Investment Advisers

1.48M

Mar 31, 26

+195.35K

2.08%

JONES FINANCIAL COMPANIES LLLP

1.16M

Mar 31, 26

+191.62K

1.63%

UBS Group AG

949.79K

Mar 31, 26

+129.61K

1.33%

Brinker Capital Investments, LLC

948.84K

Mar 31, 26

+225.94K

1.33%

Cambridge Investment Research Advisors, Inc.

908.54K

Mar 31, 26

+76.90K

1.27%

STIFEL FINANCIAL CORP

821.29K

Mar 31, 26

+61.11K

1.15%

ADVISOR GROUP HOLDINGS, INC.

749.12K

Mar 31, 26

+81.59K

1.05%

Hamilton Wealth, LLC

423.70K

Mar 31, 26

+40.62K

0.59%

Pacer Advisors, Inc.

408.68K

Mar 31, 26

-11.35K

0.57%

Karpus Management, Inc.

391.96K

Mar 31, 26

+38.60K

0.55%

ENVESTNET ASSET MANAGEMENT INC

367.62K

Mar 31, 26

+99.84K

0.52%

COMMONWEALTH EQUITY SERVICES, LLC

358.58K

Mar 31, 26

+52.25K

0.50%

Stratos Wealth Partners, LTD.

330.82K

Mar 31, 26

+38.04K

0.46%

Baird Financial Group, Inc.

295.35K

Mar 31, 26

+38.59K

0.41%

AE Wealth Management LLC

288.94K

Mar 31, 26

+286.51K

0.40%

Steward Partners Investment Advisory, LLC

277.63K

Mar 31, 26

+23.78K

0.39%

Janney Montgomery Scott LLC

268.90K

Mar 31, 26

-13.31K

0.38%

NewEdge Advisors, LLC

267.49K

Mar 31, 26

+3.60K

0.37%

Kera Capital Partners, Inc.

252.03K

Mar 31, 26

+156.91K

0.35%

1 NORTH WEALTH SERVICES LLC

224.24K

Mar 31, 26

-3.98K

0.31%

FINANCIAL MANAGEMENT NETWORK INC

222.46K

Mar 31, 26

-21.07K

0.31%

Kestra Advisory Services, LLC

217.16K

Mar 31, 26

+67.86K

0.30%

Rockefeller Capital Management L.P.

209.25K

Mar 31, 26

+64.83K

0.29%

Beaumont Financial Advisors, LLC

192.72K

Mar 31, 26

+192.72K

0.27%

Galvin, Gaustad & Stein, LLC

189.28K

Mar 31, 26

+176.14K

0.27%

Lighthouse Wealth Management Inc.

183.24K

Mar 31, 26

+57.04K

0.26%

HBW Advisory Services LLC

163.03K

Mar 31, 26

+25.88K

0.23%

AlphaCore Capital LLC

162.15K

Mar 31, 26

+11.73K

0.23%

CITIGROUP INC

157.40K

Mar 31, 26

+14.69K

0.22%

MY Wealth Management Inc.

136.42K

Mar 31, 26

+8.21K

0.19%

Empire Financial Management Company, LLC

111.55K

Mar 31, 26

+5.91K

0.16%

VestGen Advisors, LLC

105.11K

Mar 31, 26

-231

0.15%

Private Advisor Group, LLC

96.49K

Mar 31, 26

+2.09K

0.14%

Belpointe Asset Management LLC

93.15K

Mar 31, 26

+37.55K

0.13%

OPPENHEIMER & CO INC

90.59K

Mar 31, 26

+30.08K

0.13%

Prostatis Group LLC

86.36K

Mar 31, 26

-6.50K

0.12%

NATIONAL BANK OF CANADA /FI/

85.53K

Mar 31, 26

+2.56K

0.12%

Waverly Advisors, LLC

85.47K

Mar 31, 26

+19.90K

0.12%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

81.74K

Mar 31, 26

+2.62K

0.11%

Geneos Wealth Management Inc.

79.73K

Mar 31, 26

+3.70K

0.11%

Equitable Holdings, Inc.

79.28K

Mar 31, 26

-8.14K

0.11%

Laurel Wealth Advisors LLC

78.71K

Mar 31, 26

+2.11K

0.11%

Quantinno Capital Management LP

76.88K

Mar 31, 26

+41.46K

0.11%

WNY Asset Management, LLC

76.34K

Mar 31, 26

+76.34K

0.11%

CALTON & ASSOCIATES, INC.

76.25K

Mar 31, 26

+311

0.11%

Intrua Financial, LLC

73.62K

Mar 31, 26

+4.18K

0.10%

Concurrent Investment Advisors, LLC

70.32K

Mar 31, 26

+595

0.10%

MML INVESTORS SERVICES, LLC

67.72K

Mar 31, 26

-26.77K

0.09%

Bleakley Financial Group, LLC

62.97K

Mar 31, 26

+73

0.09%

Capital Analysts, LLC

61.91K

Mar 31, 26

-2.73K

0.09%

HARBOUR INVESTMENTS, INC.

58.20K

Mar 31, 26

+21.91K

0.08%

Modern Wealth Management, LLC

56.61K

Mar 31, 26

-1.57K

0.08%

BENJAMIN EDWARDS INC

55.76K

Mar 31, 26

+4.91K

0.08%

EverSource Wealth Advisors, LLC

55.52K

Mar 31, 26

+17.04K

0.08%

HighTower Advisors, LLC

49.99K

Mar 31, 26

+744

0.07%

MONETA GROUP INVESTMENT ADVISORS LLC

46.48K

Mar 31, 26

-1.07K

0.07%

Per Stirling Capital Management, LLC.

45.59K

Mar 31, 26

+14.96K

0.06%

Investment Partners Asset Management, Inc.

45.25K

Mar 31, 26

+326

0.06%

FIFTH THIRD BANCORP

43.93K

Mar 31, 26

+43.93K

0.06%

Clear Creek Financial Management, LLC

43.07K

Mar 31, 26

+6.51K

0.06%

Gladstone Institutional Advisory LLC

42.79K

Mar 31, 26

+1.72K

0.06%

JANE STREET GROUP, LLC

41.97K

Mar 31, 26

+41.97K

0.06%

IFP Advisors, Inc

40.59K

Mar 31, 26

-506

0.06%

CIBC WORLD MARKET INC.

40.43K

Mar 31, 26

-1.26K

0.06%

Amplius Wealth Advisors, LLC

39.60K

Mar 31, 26

-35

0.06%

STEPHENS INC /AR/

38.50K

Mar 31, 26

+6.51K

0.05%

TRUE Private Wealth Advisors

38.31K

Mar 31, 26

+1.03K

0.05%

Beacon Pointe Advisors, LLC

35.57K

Mar 31, 26

-8.82K

0.05%

Perissos Private Wealth Management, LLC

35.48K

Mar 31, 26

+458

0.05%

Founders Financial Alliance, LLC

35.38K

Mar 31, 26

-1.19K

0.05%

BCS Wealth Management

34.26K

Mar 31, 26

-32.51K

0.05%

THOROUGHBRED FINANCIAL SERVICES, LLC

33.69K

Mar 31, 26

+517

0.05%

CARY STREET PARTNERS FINANCIAL LLC

32.68K

Mar 31, 26

-2.35K

0.05%

Independent Wealth Network Inc.

32.04K

Mar 31, 26

+11.06K

0.04%

MMA ASSET MANAGEMENT LLC

31.92K

Mar 31, 26

+1.86K

0.04%

NOVEM GROUP

30.83K

Mar 31, 26

-3

0.04%

Aviance Capital Partners, LLC

30.46K

Mar 31, 26

+243

0.04%

TCG Advisory Services, LLC

30.17K

Mar 31, 26

+30.17K

0.04%

COZAD ASSET MANAGEMENT INC

28.17K

Mar 31, 26

+1.86K

0.04%

Sanctuary Advisors, LLC

27.06K

Mar 31, 26

+1.33K

0.04%

KESTRA PRIVATE WEALTH SERVICES, LLC

24.39K

Mar 31, 26

-42.05K

0.03%

CreativeOne Wealth, LLC

24.20K

Mar 31, 26

+932

0.03%

Pensionmark Financial Group, LLC

23.85K

Mar 31, 26

-1.32K

0.03%

Snowden Capital Advisors LLC

23.63K

Mar 31, 26

-875

0.03%

Kingsview Wealth Management, LLC

23.27K

Mar 31, 26

-1.85K

0.03%

NATIXIS ADVISORS, L.P.

23.11K

Mar 31, 26

+23.11K

0.03%

U.S. Capital Wealth Advisors, LLC

22.61K

Mar 31, 26

-5.14K

0.03%

HighPoint Advisor Group LLC

21.73K

Mar 31, 26

+2.61K

0.03%

Strategic Financial Concepts, LLC

21.13K

Mar 31, 26

+2.16K

0.03%

Prime Capital Investment Advisors, LLC

21.00K

Mar 31, 26

+11.00K

0.03%

Cosner Financial Group, LLC

20.85K

Mar 31, 26

-1.06K

0.03%

Sowell Financial Services LLC

20.56K

Mar 31, 26

+1.54K

0.03%

SCHMIDT P J INVESTMENT MANAGEMENT INC

20.26K

Mar 31, 26

+3.30K

0.03%

BXM Wealth LLC

20.21K

Mar 31, 26

0.03%

KRAEMATON INVESTMENT ADVISORS, INC

19.16K

Mar 31, 26

+276

0.03%

Bank of New York Mellon Corp

18.99K

Mar 31, 26

-323

0.03%

Advisory Services Network, LLC

18.84K

Mar 31, 26

-5.27K

0.03%

FLAGSHIP HARBOR ADVISORS, LLC

18.64K

Mar 31, 26

+1.07K

0.03%

DIVERSIFY WEALTH MANAGEMENT, LLC

18.33K

Mar 31, 26

+18.33K

0.03%

High Net Worth Advisory Group LLC

18.06K

Mar 31, 26

+46

0.03%

Hilltop Holdings Inc.

17.90K

Mar 31, 26

+157

0.03%

Total Clarity Wealth Management, Inc.

17.26K

Mar 31, 26

+623

0.02%

HB Wealth Management, LLC

17.05K

Mar 31, 26

+559

0.02%

BROWN BROTHERS HARRIMAN & CO

16.74K

Mar 31, 26

0.02%

TCFG WEALTH MANAGEMENT, LLC

16.62K

Mar 31, 26

+1.04K

0.02%

Harvest Investment Services, LLC

16.28K

Mar 31, 26

-160

0.02%

WILEY BROS.-AINTREE CAPITAL, LLC

16.10K

Mar 31, 26

-30.57K

0.02%

IHT Wealth Management, LLC

16.06K

Mar 31, 26

+1.16K

0.02%

Creative Planning

15.98K

Mar 31, 26

+9.63K

0.02%

Savvy Advisors, Inc.

15.81K

Mar 31, 26

-2.39K

0.02%

MATHER GROUP, LLC.

15.79K

Mar 31, 26

+15.79K

0.02%

Russell Investments Group, Ltd.

15.51K

Mar 31, 26

-42

0.02%

Summit Financial, LLC

14.96K

Mar 31, 26

0.02%

Prospera Financial Services Inc

14.73K

Mar 31, 26

+6.44K

0.02%

BAROMETER CAPITAL MANAGEMENT INC.

14.00K

Mar 31, 26

+14.00K

0.02%

Opal Wealth Advisors, LLC

13.54K

Mar 31, 26

-238

0.02%

Sigma Planning Corp

13.09K

Mar 31, 26

+5.94K

0.02%

Arkadios Wealth Advisors

12.99K

Mar 31, 26

+3.41K

0.02%

Dakota Wealth Management

12.41K

Mar 31, 26

+398

0.02%

Ausdal Financial Partners, Inc.

11.83K

Mar 31, 26

+4.38K

0.02%

Moors & Cabot, Inc.

11.63K

Mar 31, 26

-5.73K

0.02%

TRUIST FINANCIAL CORP

11.60K

Mar 31, 26

+5.77K

0.02%

MERCER GLOBAL ADVISORS INC /ADV

11.10K

Mar 31, 26

+280

0.02%

Triumph Capital Management

11.09K

Mar 31, 26

+1.22K

0.02%

LEVEL FOUR ADVISORY SERVICES, LLC

10.74K

Mar 31, 26

-875

0.02%

Independent Family Office, LLC

10.31K

Mar 31, 26

0.01%

PARK AVENUE SECURITIES LLC

10.01K

Mar 31, 26

-634

0.01%

AMERIPRISE FINANCIAL INC

9.60K

Mar 31, 26

-13

0.01%

Anchor Investment Management, LLC

9.59K

Mar 31, 26

+55

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

9.35K

Mar 31, 26

+3.28K

0.01%

PFG Advisors

8.92K

Mar 31, 26

-4.01K

0.01%

MGO ONE SEVEN LLC

8.74K

Mar 31, 26

+1.16K

0.01%

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

8.69K

Mar 31, 26

+2.48K

0.01%

Accurate Wealth Management, LLC

8.41K

Mar 31, 26

+2.05K

0.01%

WEST MICHIGAN ADVISORS, LLC

8.15K

Mar 31, 26

+3.30K

0.01%

NewEdge Wealth, LLC

8.05K

Mar 31, 26

0.01%

Bogart Wealth, LLC

7.85K

Mar 31, 26

0.01%

Independent Advisor Alliance

7.75K

Mar 31, 26

+7.75K

0.01%

FMR LLC

7.23K

Mar 31, 26

+1.30K

0.01%

VALLEY NATIONAL ADVISERS INC

7.00K

Mar 31, 26

+571

0.01%

Western Wealth Management, LLC

6.96K

Mar 31, 26

+967

0.01%

BLVD Private Wealth, LLC

6.71K

Mar 31, 26

-312

0.01%

Apollon Wealth Management, LLC

6.60K

Mar 31, 26

+6.60K

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

6.58K

Mar 31, 26

+5.30K

0.01%

SILVER OAK SECURITIES, INCORPORATED

6.57K

Mar 31, 26

-70

0.01%

MAI Capital Management

6.55K

Mar 31, 26

0.01%

Dynamic Financial Group

6.38K

Mar 31, 26

+87

0.01%

D. E. Shaw & Co., Inc.

6.16K

Mar 31, 26

0.01%

Hofer & Associates. Inc

6.12K

Mar 31, 26

+123

0.01%

CORA CAPITAL ADVISORS LLC

6.04K

Mar 31, 26

0.01%

Farther Finance Advisors, LLC

6.01K

Mar 31, 26

-976

0.01%

Windsor Advisory Group, LLC

6.00K

Mar 31, 26

+6.00K

0.01%

XML Financial, LLC

5.99K

Mar 31, 26

+209

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

5.97K

Mar 31, 26

+835

0.01%

AdvisorNet Financial, Inc

5.92K

Mar 31, 26

+5.92K

0.01%

CAPTRUST FINANCIAL ADVISORS

5.83K

Mar 31, 26

+5.83K

0.01%

GOLDMAN SACHS GROUP INC

5.80K

Mar 31, 26

-18.19K

0.01%

Advyzon Investment Management, LLC

5.23K

Mar 31, 26

+5.23K

0.01%

Merit Financial Group, LLC

5.17K

Mar 31, 26

+5.17K

0.01%

D.A. DAVIDSON & CO.

5.16K

Mar 31, 26

-485

0.01%

Cornerstone Wealth Management, LLC

4.98K

Mar 31, 26

+112

0.01%

SRS Capital Advisors, Inc.

4.91K

Mar 31, 26

-274

0.01%

PSI Advisors, LLC

4.88K

Mar 31, 26

+4.88K

0.01%

CWM, LLC

4.65K

Mar 31, 26

-5.65K

0.01%

JPMORGAN CHASE & CO

3.32K

Mar 31, 26

+947

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

2.01K

Mar 31, 26

+2.01K

0.00%

Lodestone Wealth Management LLC

1.94K

Mar 31, 26

+64

0.00%

Tripletail Wealth Management, LLC

1.84K

Mar 31, 26

+1.80K

0.00%

Atlantic Union Bankshares Corp

1.81K

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

1.65K

Mar 31, 26

-441

0.00%

PRIVATE TRUST CO NA

1.60K

Mar 31, 26

0.00%

GeoWealth Management, LLC

1.43K

Mar 31, 26

-35.27K

0.00%

Key FInancial Inc

1.24K

Mar 31, 26

0.00%

Allworth Financial LP

1.19K

Mar 31, 26

-1.85K

0.00%

Larson Financial Group LLC

1.17K

Mar 31, 26

+159

0.00%

Copia Wealth Management

1.15K

Mar 31, 26

0.00%

Mascoma Wealth Management LLC

1.07K

Mar 31, 26

0.00%

Merkkuri Wealth Advisors LLC

846

Mar 31, 26

+846

0.00%

Murphy & Mullick Capital Management Corp

750

Mar 31, 26

0.00%

ASSETMARK, INC

500

Mar 31, 26

-77

0.00%

BESSEMER GROUP INC

500

Mar 31, 26

0.00%

Park Place Capital Corp

497

Mar 31, 26

+497

0.00%

US BANCORP \DE\

409

Mar 31, 26

+409

0.00%

WealthShield Partners, LLC

390

Mar 31, 26

0.00%

BOKF, NA

350

Mar 31, 26

0.00%

Front Row Advisors LLC

300

Mar 31, 26

0.00%

Rossby Financial, LCC

252

Mar 31, 26

0.00%

Destiny Wealth Partners, LLC

200

Mar 31, 26

+200

0.00%

TD Capital Management LLC

189

Mar 31, 26

0.00%

BANK OF MONTREAL /CAN/

150

Mar 31, 26

0.00%

Federation des caisses Desjardins du Quebec

145

Mar 31, 26

0.00%

NBC SECURITIES, INC.

100

Mar 31, 26

0.00%

BRYN MAWR TRUST Co

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

Mar 31, 26

+75

0.00%

SIGNATUREFD, LLC

Mar 31, 26

0.00%

Sound Income Strategies, LLC

Mar 31, 26

0.00%

Founders Capital Management

Mar 31, 26

0.00%

MPWM ADVISORY SOLUTIONS, LLC

Mar 31, 26

+25

0.00%

DHJJ Financial Advisors, Ltd.

Mar 31, 26

0.00%

Signal Advisors Wealth, LLC

Mar 31, 26

-6.12K

WHITTIER TRUST CO OF NEVADA INC

Mar 31, 26

-228

CITADEL ADVISORS LLC

Mar 31, 26

-24.74K

EQ WEALTH ADVISORS, LLC

Mar 31, 26

-480

YANKCOM Partnership

Mar 31, 26

-4.39K

Mariner, LLC

Mar 31, 26

-20.54K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-162.54K

Insight Advisors, LLC/ PA

Mar 31, 26

-74.73K

Diversify Advisory Services, LLC

Mar 31, 26

-17.94K

COMERICA BANK

34.23K

Dec 31, 25

-161

0.05%

SageView Advisory Group, LLC

12.46K

Dec 31, 25

-542

0.02%

Global Retirement Partners, LLC

4.43K

Dec 31, 25

+23

0.01%

CIBC Private Wealth Group, LLC

351

Dec 31, 25

0.00%

1858 WEALTH MANAGEMENT, LLC

60.00K

Sep 30, 25

0.08%

NAPA WEALTH MANAGEMENT

16.14K

Sep 30, 25

-124

0.02%

SYNOVUS FINANCIAL CORP

6.96K

Sep 30, 25

+6.96K

0.01%

Financial Advocates Investment Management

Sep 30, 25

-17.91K

AVANTAX ADVISORY SERVICES, INC.

329.09K

Jun 30, 25

-5.25K

0.46%

Atria Wealth Solutions, Inc.

39.60K

Jun 30, 25

-17.07K

0.06%

Orion Portfolio Solutions, LLC

303.09K

Mar 31, 25

+47.50K

0.42%

Grant/GrossMendelsohn, LLC

39.53K

Mar 31, 25

+13.88K

0.06%

Lane & Associates LLC

34.57K

Mar 31, 25

+2.27K

0.05%

Sandy Spring Bank

1.81K

Mar 31, 25

0.00%

Householder Group Estate & Retirement Specialist, LLC

4.89K

Dec 31, 24

+2.44K

0.01%

WR Wealth Planners, LLC

763

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

801.94K

Sep 30, 24

-156.97K

1.12%

RAYMOND JAMES & ASSOCIATES

680.01K

Sep 30, 24

+258.92K

0.95%

RAYMOND JAMES TRUST N.A.

8.89K

Sep 30, 24

+242

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

34.36K

Jun 30, 24

-843

0.05%

Cetera Advisor Networks LLC

229.49K

Mar 31, 24

+55.96K

0.32%

Cetera Advisors LLC

158.88K

Mar 31, 24

-168.04K

0.22%

CAMBRIDGE TRUST CO

2.88K

Mar 31, 24

+2.88K

0.00%

Coulter & Justus Financial Services, LLC

Mar 31, 24

-165.52K

Simplicity Solutions, LLC

26.70K

Dec 31, 23

+141

0.04%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

28.44K

Sep 30, 23

-3.67K

0.04%

First Capital Advisors Group, LLC.

60.59K

Jun 30, 23

+3.76K

0.08%

Kistler-Tiffany Companies, LLC

207

Jun 30, 23

+207

0.00%

HARVEST GROUP WEALTH MANAGEMENT, LLC

124.27K

Mar 31, 23

+99.91K

0.17%

Andesa Financial Management Inc.

97.30K

Mar 31, 23

+50.91K

0.14%

Ahrens Investment Partners LLC

46.15K

Mar 31, 23

-38.33K

0.06%

American Portfolios Advisors

8.05K

Sep 30, 22

-297

0.01%

Strategic Asset Management, LLC

330

Sep 30, 22

+330

0.00%

BBVA USA

Sep 30, 21

-195

USCA RIA LLC

39.42K

Jun 30, 21

-2.04K

0.06%

Winslow, Evans & Crocker, Inc.

155

Dec 31, 20

+155

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

125.69K

Dec 31, 19

-5.17K

0.18%

Advisor Group, Inc.

84.59K

Dec 31, 19

+32.31K

0.12%

Commonwealth Equity Services, Inc

83.17K

Jun 30, 17

+43.98K

0.12%

Virtu KCG Holdings LLC

Jun 30, 17

-10.24K