abrdn Physical Precious Metals Basket Shares ETF(GLTR)

$199.93—Stale · unknown old

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abrdn Physical Precious Metals Basket Shares ETF(GLTR)

NYSE • Last print unknown ago

$199.93—Stale · unknown old

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GLTR(GLTR)

GLTR

Institutional Ownership

Top 353 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	701.72K	Jun 30, 26	+36.57K	6.55%
WELLS FARGO & COMPANY/MN	566.74K	Jun 30, 26	+31.10K	5.29%
LPL Financial LLC	494.75K	Jun 30, 26	+8.51K	4.62%
BANK OF AMERICA CORP /DE/	382.24K	Jun 30, 26	-10.39K	3.57%
AMERIPRISE FINANCIAL INC	289.26K	Jun 30, 26	+17.48K	2.70%
Wealthfront Advisers LLC	229.31K	Jun 30, 26	+43.33K	2.14%
CAPE COD FIVE CENTS SAVINGS BANK	212.44K	Jun 30, 26	+212.44K	1.98%
Rockefeller Capital Management L.P.	209.65K	Jun 30, 26	+42.17K	1.96%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	206.71K	Jun 30, 26	+224	1.93%
Colony Group, LLC	185.91K	Jun 30, 26	-21.23K	1.74%
CULLEN/FROST BANKERS, INC.	169.97K	Jun 30, 26	-8.73K	1.59%
Sequoia Financial Advisors, LLC	161.49K	Jun 30, 26	-2.03K	1.51%
SUMMIT WEALTH & RETIREMENT PLANNING, INC.	129.39K	Jun 30, 26	+1.00K	1.21%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	109.54K	Jun 30, 26	+11.87K	1.02%
THRIVENT FINANCIAL FOR LUTHERANS	85.85K	Jun 30, 26	+17.81K	0.80%
Paul R. Ried Financial Group, LLC	80.56K	Jun 30, 26	-2.23K	0.75%
Argos Wealth Advisors, LLC	79.82K	Jun 30, 26	-4.31K	0.75%
Larson Financial Group LLC	79.75K	Jun 30, 26	-3.24K	0.74%
Advance Capital Management, Inc.	73.91K	Jun 30, 26	+15.53K	0.69%
UBS Group AG	72.76K	Jun 30, 26	-9.29K	0.68%
COMMONWEALTH EQUITY SERVICES, LLC	71.95K	Jun 30, 26	+8.49K	0.67%
RAYMOND JAMES FINANCIAL INC	66.27K	Jun 30, 26	-3.25K	0.62%
Cambridge Investment Research Advisors, Inc.	65.66K	Jun 30, 26	+21.03K	0.61%
Peak Financial Management, Inc.	62.78K	Jun 30, 26	+924	0.59%
Cetera Investment Advisers	62.16K	Jun 30, 26	+1.92K	0.58%
AE Wealth Management LLC	61.87K	Jun 30, 26	+61.87K	0.58%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	60.80K	Jun 30, 26	+21.30K	0.57%
IFG Advisory, LLC	59.15K	Jun 30, 26	+59.15K	0.55%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	56.68K	Jun 30, 26	+2.86K	0.53%
Private Advisor Group, LLC	48.90K	Jun 30, 26	+2.62K	0.46%
Sound Stewardship, LLC	48.88K	Jun 30, 26	+329	0.46%
Towneley Capital Management, Inc / DE	48.62K	Jun 30, 26	+299	0.45%
Courage Miller Partners, LLC	45.79K	Jun 30, 26	+659	0.43%
ENVESTNET ASSET MANAGEMENT INC	45.69K	Jun 30, 26	+12.37K	0.43%
AXXCESS WEALTH MANAGEMENT, LLC	44.42K	Jun 30, 26	-1.14K	0.41%
Solitude Financial Services	44.26K	Jun 30, 26	+4.02K	0.41%
HighTower Advisors, LLC	39.07K	Jun 30, 26	+564	0.36%
Pictet Asset Management Holding SA	35.82K	Jun 30, 26	+13.00K	0.33%
JONES FINANCIAL COMPANIES LLLP	34.35K	Jun 30, 26	+5.65K	0.32%
JANE STREET GROUP, LLC	33.48K	Jun 30, 26	+33.48K	0.31%
Belpointe Asset Management LLC	32.83K	Jun 30, 26	+553	0.31%
ADVISOR GROUP HOLDINGS, INC.	31.93K	Jun 30, 26	+9.08K	0.30%
CAPTRUST FINANCIAL ADVISORS	31.82K	Jun 30, 26	-961	0.30%
Gladstone Institutional Advisory LLC	30.74K	Jun 30, 26	+1.26K	0.29%
KESTRA PRIVATE WEALTH SERVICES, LLC	28.67K	Jun 30, 26	+533	0.27%
ROYAL BANK OF CANADA	28.27K	Jun 30, 26	-2.96K	0.26%
WJ Wealth Management, LLC	27.93K	Jun 30, 26	-10.86K	0.26%
Fortis Capital Advisors, LLC	26.23K	Jun 30, 26	+3.27K	0.24%
RFG Advisory, LLC	25.69K	Jun 30, 26	+6.95K	0.24%
Castellan Group	25.49K	Jun 30, 26	+2.61K	0.24%
Mariner, LLC	19.65K	Jun 30, 26	-4.03K	0.18%
Walkner Condon Financial Advisors LLC	18.08K	Jun 30, 26	+861	0.17%
Oasis Advisors, LLC	17.57K	Jun 30, 26	-442.45K	0.16%
Valmark Advisers, Inc.	17.43K	Jun 30, 26	+646	0.16%
Stegent Equity Advisors, Inc.	16.25K	Jun 30, 26	-6.80K	0.15%
MML INVESTORS SERVICES, LLC	15.80K	Jun 30, 26	+213	0.15%
J.W. COLE ADVISORS, INC.	15.67K	Jun 30, 26	-283	0.15%
Strategic Wealth Investment Group, LLC	15.10K	Jun 30, 26	+3.54K	0.14%
BROWN WEALTH MANAGEMENT, LLC	15.01K	Jun 30, 26	+442	0.14%
NewEdge Advisors, LLC	14.92K	Jun 30, 26	+4.35K	0.14%
Creative Planning	14.87K	Jun 30, 26	+191	0.14%
Envestnet Portfolio Solutions, Inc.	14.50K	Jun 30, 26	+3.31K	0.14%
Discipline Wealth Solutions, LLC	14.40K	Jun 30, 26	+318	0.13%
Brookstone Capital Management	14.12K	Jun 30, 26	+3.22K	0.13%
Virtue Capital Management, LLC	12.73K	Jun 30, 26	+12.73K	0.12%
FLC Capital Advisors	12.33K	Jun 30, 26	-200	0.12%
Integrated Wealth Concepts LLC	12.02K	Jun 30, 26	+710	0.11%
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	11.92K	Jun 30, 26	+1.70K	0.11%
STIFEL FINANCIAL CORP	11.18K	Jun 30, 26	-54.05K	0.10%
PARK AVENUE SECURITIES LLC	10.78K	Jun 30, 26	+7.76K	0.10%
MERCER GLOBAL ADVISORS INC /ADV	10.46K	Jun 30, 26	+1.98K	0.10%
INSIGNEO ADVISORY SERVICES, LLC	10.40K	Jun 30, 26	+9.00K	0.10%
IHT Wealth Management, LLC	10.38K	Jun 30, 26	+4.14K	0.10%
Savvy Advisors, Inc.	10.29K	Jun 30, 26	+2.53K	0.10%
IFP Advisors, Inc	9.82K	Jun 30, 26	+538	0.09%
Merit Financial Group, LLC	9.34K	Jun 30, 26	+8	0.09%
Global Assets Advisory, LLC	8.70K	Jun 30, 26	+8.70K	0.08%
PALLADIEM, LLC	8.11K	Jun 30, 26	+8.11K	0.08%
HARBOUR INVESTMENTS, INC.	8.09K	Jun 30, 26	-30	0.08%
Kestra Advisory Services, LLC	7.93K	Jun 30, 26	-1.93K	0.07%
Carolina Wealth Advisors, LLC	7.92K	Jun 30, 26	-458	0.07%
Farther Finance Advisors, LLC	7.83K	Jun 30, 26	+542	0.07%
Genesis Financial Group, LLC	7.82K	Jun 30, 26	+1.39K	0.07%
FIG FINANCIAL ADVISORY SERVICES INC /ADV	7.26K	Jun 30, 26	-3.30K	0.07%
Cerity Partners LLC	7.21K	Jun 30, 26	+792	0.07%
Summit Financial, LLC	6.52K	Jun 30, 26	-291	0.06%
Wellspring Financial Advisors, LLC	6.21K	Jun 30, 26	+6.21K	0.06%
Kingsview Wealth Management, LLC	6.12K	Jun 30, 26	-1.94K	0.06%
Ronald Blue Trust, Inc.	5.96K	Jun 30, 26	-1.58K	0.06%
Adviser Investments LLC	5.41K	Jun 30, 26	-820	0.05%
Zhang Financial LLC	5.14K	Jun 30, 26	--	0.05%
PFG Advisors	5.08K	Jun 30, 26	-41.67K	0.05%
Pines Wealth Management, LLC	5.07K	Jun 30, 26	+192	0.05%
Laurel Wealth Planning LLC	5.06K	Jun 30, 26	-8	0.05%
Tactive Advisors, LLC	5.06K	Jun 30, 26	-8	0.05%
Centurion Wealth Management LLC	4.94K	Jun 30, 26	-20.96K	0.05%
AMARA FINANCIAL, LLC.	4.68K	Jun 30, 26	-54	0.04%
Hobbs Group Advisors, LLC	4.67K	Jun 30, 26	+69	0.04%
Mayflower Financial Advisors, LLC	4.50K	Jun 30, 26	+4.50K	0.04%
EFG International AG	4.39K	Jun 30, 26	-130	0.04%
Stratos Wealth Partners, LTD.	4.07K	Jun 30, 26	-67	0.04%
Insight Wealth Strategies, LLC	3.91K	Jun 30, 26	--	0.04%
SEAVIEW INVESTMENT MANAGERS LLC	3.88K	Jun 30, 26	+310	0.04%
Wisconsin Wealth Advisors, LLC	3.78K	Jun 30, 26	-95	0.04%
PEAPACK GLADSTONE FINANCIAL CORP	3.76K	Jun 30, 26	+1	0.04%
Steward Partners Investment Advisory, LLC	3.73K	Jun 30, 26	+788	0.03%
SEVEN MILE ADVISORY	3.30K	Jun 30, 26	--	0.03%
SmartHarvest Portfolios, LLC	3.29K	Jun 30, 26	--	0.03%
CI Private Wealth, LLC	3.27K	Jun 30, 26	-416	0.03%
CITIZENS FINANCIAL GROUP INC/RI	3.26K	Jun 30, 26	--	0.03%
Concurrent Investment Advisors, LLC	3.20K	Jun 30, 26	+1.67K	0.03%
Powell Investment Advisors, LLC	3.16K	Jun 30, 26	-1.90K	0.03%
HRT FINANCIAL LP	3.15K	Jun 30, 26	+3.15K	0.03%
Prospera Financial Services Inc	3.11K	Jun 30, 26	-260	0.03%
BlueChip Wealth Advisors LLC	3.06K	Jun 30, 26	-375	0.03%
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	3.04K	Jun 30, 26	+150	0.03%
ALTFEST L J & CO INC	3.04K	Jun 30, 26	--	0.03%
NWAM LLC	3.03K	Jun 30, 26	+308	0.03%
COMMERCE BANK	2.99K	Jun 30, 26	--	0.03%
FLOW TRADERS U.S. LLC	2.85K	Jun 30, 26	-11.11K	0.03%
BLAIR WILLIAM & CO/IL	2.80K	Jun 30, 26	-109	0.03%
Diversify Advisory Services, LLC	2.79K	Jun 30, 26	+2.79K	0.03%
DIVERSIFY WEALTH MANAGEMENT, LLC	2.79K	Jun 30, 26	+452	0.03%
West Branch Capital LLC	2.77K	Jun 30, 26	-197	0.03%
Baird Financial Group, Inc.	2.73K	Jun 30, 26	-862	0.03%
Collaborative Wealth Managment Inc.	2.66K	Jun 30, 26	+172	0.02%
ZACKS INVESTMENT MANAGEMENT	2.64K	Jun 30, 26	--	0.02%
Atria Investments, Inc	2.59K	Jun 30, 26	+387	0.02%
Eagle Bay Advisors LLC	2.59K	Jun 30, 26	+387	0.02%
Brand Asset Management Group, Inc.	2.58K	Jun 30, 26	-30	0.02%
PRINCIPAL SECURITIES, INC.	2.51K	Jun 30, 26	+732	0.02%
Regal Investment Advisors LLC	2.48K	Jun 30, 26	+1.40K	0.02%
Mutual Advisors, LLC	2.47K	Jun 30, 26	-413	0.02%
Snowden Capital Advisors LLC	2.46K	Jun 30, 26	+436	0.02%
Fulcrum Equity Management	2.42K	Jun 30, 26	--	0.02%
FAS Wealth Partners, Inc.	2.40K	Jun 30, 26	--	0.02%
Antonelli Financial Advisors, LLC	2.37K	Jun 30, 26	-377	0.02%
CreativeOne Wealth, LLC	2.37K	Jun 30, 26	-1.82K	0.02%
EverSource Wealth Advisors, LLC	2.36K	Jun 30, 26	+337	0.02%
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV	2.35K	Jun 30, 26	--	0.02%
Buckingham Strategic Partners	2.30K	Jun 30, 26	+193	0.02%
XML Financial, LLC	2.20K	Jun 30, 26	--	0.02%
Endowment Wealth Management, Inc.	2.14K	Jun 30, 26	+120	0.02%
Davis Investment Partners, LLC	2.10K	Jun 30, 26	-500	0.02%
FLAGSHIP HARBOR ADVISORS, LLC	2.07K	Jun 30, 26	+285	0.02%
Quantinno Capital Management LP	2.06K	Jun 30, 26	-335	0.02%
Resources Investment Advisors, LLC.	2.04K	Jun 30, 26	+2.04K	0.02%
Vertex Planning Partners, LLC	2.01K	Jun 30, 26	+2	0.02%
SILVER OAK SECURITIES, INCORPORATED	1.96K	Jun 30, 26	+62	0.02%
MMA ASSET MANAGEMENT LLC	1.93K	Jun 30, 26	-111	0.02%
Security National Bank	1.88K	Jun 30, 26	--	0.02%
BostonPremier Wealth LLC	1.88K	Jun 30, 26	+279	0.02%
Janney Montgomery Scott LLC	1.86K	Jun 30, 26	+63	0.02%
Berger Financial Group, Inc	1.84K	Jun 30, 26	-481	0.02%
BRIGHTON JONES LLC	1.73K	Jun 30, 26	+101	0.02%
DOPKINS WEALTH MANAGEMENT, LLC	1.72K	Jun 30, 26	--	0.02%
Betterment LLC	1.71K	Jun 30, 26	+551	0.02%
Perigon Wealth Management, LLC	1.71K	Jun 30, 26	--	0.02%
BROWN ADVISORY INC	1.69K	Jun 30, 26	--	0.02%
Sowell Financial Services LLC	1.66K	Jun 30, 26	-77	0.02%
LaSalle St. Investment Advisors, LLC	1.66K	Jun 30, 26	-175	0.02%
Waverly Advisors, LLC	1.65K	Jun 30, 26	+184	0.02%
Prepared Retirement Institute LLC	1.61K	Jun 30, 26	+1.61K	0.02%
TRUIST FINANCIAL CORP	1.60K	Jun 30, 26	+8	0.01%
Providence Financial Advisors, LLC	1.59K	Jun 30, 26	--	0.01%
Magnus Financial Group LLC	1.58K	Jun 30, 26	-248	0.01%
Argent Trust Co	1.56K	Jun 30, 26	--	0.01%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	1.54K	Jun 30, 26	--	0.01%
PFG Investments, LLC	1.47K	Jun 30, 26	+100	0.01%
Meeder Advisory Services, Inc.	1.46K	Jun 30, 26	--	0.01%
NewEdge Wealth, LLC	1.42K	Jun 30, 26	--	0.01%
AdvisorNet Financial, Inc	1.42K	Jun 30, 26	-56	0.01%
UNIQUE WEALTH, LLC	1.42K	Jun 30, 26	--	0.01%
Equitable Holdings, Inc.	1.41K	Jun 30, 26	-533	0.01%
MATAURO, LLC	1.40K	Jun 30, 26	-2.83K	0.01%
Advisory Resource Group	1.37K	Jun 30, 26	--	0.01%
LEAVELL INVESTMENT MANAGEMENT, INC.	1.36K	Jun 30, 26	+1.36K	0.01%
TCFG Investment Advisors, LLC	1.34K	Jun 30, 26	--	0.01%
FIFTH THIRD BANCORP	1.33K	Jun 30, 26	+412	0.01%
Perennial Investment Advisors, LLC	1.32K	Jun 30, 26	-8	0.01%
JPMORGAN CHASE & CO	1.29K	Jun 30, 26	+1.08K	0.01%
Wealthspire Advisors, LLC	1.29K	Jun 30, 26	-43	0.01%
Trilogy Capital Inc.	1.22K	Jun 30, 26	+43	0.01%
Werba Rubin Papier Wealth Management	1.21K	Jun 30, 26	--	0.01%
BANK OF MONTREAL /CAN/	1.20K	Jun 30, 26	-40	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	1.18K	Jun 30, 26	+11	0.01%
BLVD Private Wealth, LLC	1.15K	Jun 30, 26	--	0.01%
Integrity Advisory Solutions, LLC	1.14K	Jun 30, 26	-60	0.01%
RIVERSEDGE ADVISORS, LLC	1.14K	Jun 30, 26	--	0.01%
Family Investment Center, Inc.	1.13K	Jun 30, 26	+37	0.01%
Cresset Asset Management, LLC	1.12K	Jun 30, 26	--	0.01%
OLD NATIONAL BANCORP /IN/	1.11K	Jun 30, 26	--	0.01%
StoneX Group Inc.	1.09K	Jun 30, 26	+1.09K	0.01%
Pensionmark Financial Group, LLC	1.08K	Jun 30, 26	--	0.01%
CoreCap Advisors, LLC	1.04K	Jun 30, 26	+267	0.01%
Geneos Wealth Management Inc.	930	Jun 30, 26	+50	0.01%
Winch Advisory Services, LLC	802	Jun 30, 26	--	0.01%
SRS Capital Advisors, Inc.	786	Jun 30, 26	--	0.01%
Global Retirement Partners, LLC	754	Jun 30, 26	+754	0.01%
Parallel Advisors, LLC	740	Jun 30, 26	--	0.01%
Lodestone Wealth Management LLC	728	Jun 30, 26	-272	0.01%
Friedenthal Financial	687	Jun 30, 26	--	0.01%
Colonial Trust Co / SC	601	Jun 30, 26	--	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	570	Jun 30, 26	-3	0.01%
SIGNATUREFD, LLC	565	Jun 30, 26	--	0.01%
FMR LLC	486	Jun 30, 26	-56	0.00%
WHITTIER TRUST CO OF NEVADA INC	468	Jun 30, 26	-11	0.00%
HUNTINGTON NATIONAL BANK	431	Jun 30, 26	-100	0.00%
Wealth Enhancement Trust Services, Inc.	400	Jun 30, 26	+58	0.00%
First Bancorp, Inc /ME/	391	Jun 30, 26	+391	0.00%
Spire Wealth Management	388	Jun 30, 26	-250	0.00%
Continuum Advisory, LLC	317	Jun 30, 26	+317	0.00%
Financial Network Wealth Advisors LLC	315	Jun 30, 26	--	0.00%
Trifecta Capital Advisors, LLC	253	Jun 30, 26	--	0.00%
GGM Financials LLC	227	Jun 30, 26	--	0.00%
Allworth Financial LP	220	Jun 30, 26	-528	0.00%
Costello Asset Management, INC	215	Jun 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	200	Jun 30, 26	--	0.00%
Medallion Wealth Advisors, LLC	200	Jun 30, 26	--	0.00%
US BANCORP \DE\	200	Jun 30, 26	--	0.00%
Capital Analysts, LLC	197	Jun 30, 26	+47	0.00%
Seneschal Advisors, LLC	193	Jun 30, 26	+25	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	168	Jun 30, 26	+26	0.00%
GABLES CAPITAL MANAGEMENT INC.	165	Jun 30, 26	--	0.00%
Intesa Sanpaolo Wealth Management	150	Jun 30, 26	--	0.00%
Markowski Investments	143	Jun 30, 26	+143	0.00%
Comprehensive Financial Planning, Inc./PA	130	Jun 30, 26	-991	0.00%
Measured Wealth Private Client Group, LLC	130	Jun 30, 26	--	0.00%
MPWM ADVISORY SOLUTIONS, LLC	115	Jun 30, 26	--	0.00%
Asset Dedication, LLC	113	Jun 30, 26	--	0.00%
Parvin Asset Management, LLC	113	Jun 30, 26	--	0.00%
ASSETMARK, INC	103	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	100	Jun 30, 26	+100	0.00%
GILL CAPITAL PARTNERS, LLC	93	Jun 30, 26	--	0.00%
TOUNJIAN ADVISORY PARTNERS, LLC	89	Jun 30, 26	+89	0.00%
PRIVATE TRUST CO NA	88	Jun 30, 26	-522	0.00%
Private Wealth Asset Management, LLC	83	Jun 30, 26	--	0.00%
Catherine Avery Investment Management LLC	67	Jun 30, 26	+67	0.00%
New England Capital Financial Advisors LLC	58	Jun 30, 26	--	0.00%
Birchwood Financial Partners, Inc.	49	Jun 30, 26	--	0.00%
MCDONALD PARTNERS LLC	43	Jun 30, 26	+43	0.00%
BFSG, LLC	42	Jun 30, 26	+42	0.00%
Key FInancial Inc	41	Jun 30, 26	+41	0.00%
POM Investment Strategies, LLC	34	Jun 30, 26	--	0.00%
WOLFF WIESE MAGANA LLC	33	Jun 30, 26	--	0.00%
Ritter Daniher Financial Advisory LLC / DE	31	Jun 30, 26	--	0.00%
SIMS INVESTMENT MANAGEMENT, LLC	30	Jun 30, 26	+30	0.00%
Keating Financial Advisory Services, Inc.	15	Jun 30, 26	-94	0.00%
Darwin Wealth Management, LLC	10	Jun 30, 26	--	0.00%
LifeSteps Financial, Inc.	10	Jun 30, 26	+10	0.00%
Smartleaf Asset Management LLC	7	Jun 30, 26	--	0.00%
Strengthening Families & Communities, LLC	4	Jun 30, 26	--	0.00%
CITIGROUP INC	1	Jun 30, 26	-2	0.00%
HARBOR INVESTMENT ADVISORY, LLC	1	Jun 30, 26	--	0.00%
WFA of San Diego, LLC	--	Jun 30, 26	-225	--
EASTERN BANK	--	Jun 30, 26	-7	--
MATHER GROUP, LLC.	--	Jun 30, 26	-5	--
VestGen Advisors, LLC	--	Jun 30, 26	-1.01K	--
Creekside Partners	--	Jun 30, 26	-1.05K	--
Rossby Financial, LCC	--	Jun 30, 26	-6	--
Abound Wealth Management	--	Jun 30, 26	-20	--
Bank of New York Mellon Corp	--	Jun 30, 26	-1.03K	--
AMERIFLEX GROUP, INC.	--	Jun 30, 26	-177	--
Clear Creek Financial Management, LLC	--	Jun 30, 26	-1.30K	--
SeaCrest Wealth Management, LLC	--	Jun 30, 26	-1.38K	--
Lido Advisors, LLC	--	Jun 30, 26	-1.12K	--
MAI Capital Management	--	Jun 30, 26	-320	--
Rehmann Capital Advisory Group	--	Jun 30, 26	-987	--
TWO SIGMA SECURITIES, LLC	--	Jun 30, 26	-1.87K	--
Western Wealth Management, LLC	--	Jun 30, 26	-112	--
CIBC Bancorp USA Inc.	--	Jun 30, 26	-936	--
BNP PARIBAS ARBITRAGE, SNC	--	Jun 30, 26	-4.11K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-30	--
Meridian Wealth Management, LLC	--	Jun 30, 26	-1.09K	--
Beacon Capital Management, LLC	--	Jun 30, 26	-1.22K	--
COFG Advisors, LLC	--	Jun 30, 26	-1.05K	--
SFG Wealth Management, LLC.	--	Jun 30, 26	-11.64K	--
Note Advisors, LLC	--	Jun 30, 26	-1.04K	--
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	--	Jun 30, 26	-1.65K	--
Hickory Point Bank & Trust	--	Jun 30, 26	-47	--
Longview Financial Advisors, Inc.	--	Jun 30, 26	-230	--
Strategies Wealth Advisors, LLC	--	Jun 30, 26	-938	--
Bogart Wealth, LLC	--	Jun 30, 26	-205	--
Destiny Wealth Partners, LLC	--	Jun 30, 26	-494	--
NBC SECURITIES, INC.	--	Jun 30, 26	-7.74K	--
Clearbridge Investments, LLC	--	Jun 30, 26	-17.96K	--
Advisory Services Network, LLC	--	Jun 30, 26	-4.57K	--
Winthrop Capital Management, LLC	--	Jun 30, 26	-790	--
Financial Freedom, LLC	--	Jun 30, 26	-42	--
Plan Group Financial, LLC	--	Jun 30, 26	-950	--
FOUNDERS GROVE WEALTH PARTNERS, LLC	--	Jun 30, 26	-925	--
First Command Advisory Services, Inc.	--	Jun 30, 26	-9	--
Vise Technologies, Inc.	--	Jun 30, 26	-4.15K	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-7	--
Asset Allocation Strategies LLC	--	Jun 30, 26	-962	--
Root Financial Partners, LLC	--	Jun 30, 26	-25	--
Henderson Brothers Financial Partners, LLC	--	Jun 30, 26	-1.70K	--
Brinker Capital Investments, LLC	--	Jun 30, 26	-3.34K	--
VectorGlobal IAG, Inc.	3.85K	Mar 31, 26	+3.85K	0.04%
First Affirmative Financial Network	2.47K	Mar 31, 26	+2.47K	0.02%
TCFG WEALTH MANAGEMENT, LLC	1.34K	Mar 31, 26	+1.34K	0.01%
CWM, LLC	1.32K	Mar 31, 26	+1.21K	0.01%
Anfield Capital Management, LLC	1.28K	Mar 31, 26	--	0.01%
Sunbelt Securities, Inc.	67	Mar 31, 26	+67	0.00%
McIlrath & Eck, LLC	--	Mar 31, 26	-58	--
Prosperity Wealth Management, Inc.	2.23K	Dec 31, 25	+2.23K	0.02%
Vantage Financial Partners, LLC	1.05K	Dec 31, 25	+1.05K	0.01%
CIBC Private Wealth Group, LLC	936	Dec 31, 25	-200	0.01%
COMERICA BANK	677	Dec 31, 25	+677	0.01%
Motiv8 Investments LLC	328	Dec 31, 25	+328	0.00%
Burt Wealth Advisors	5.01K	Sep 30, 25	--	0.05%
WETHERBY ASSET MANAGEMENT INC	1.64K	Sep 30, 25	+27	0.02%
AVANTAX ADVISORY SERVICES, INC.	6.81K	Jun 30, 25	+293	0.06%
Congress Wealth Management LLC / DE /	4.44K	Jun 30, 25	+1.52K	0.04%
Cutter & CO Brokerage, Inc.	2.77K	Mar 31, 25	-600	0.03%
CAROLINAS WEALTH CONSULTING LLC	148	Mar 31, 25	+6	0.00%
Treynor Bancshares, Inc.	20.94K	Dec 31, 24	+2.31K	0.20%
TAP Consulting, LLC	7.29K	Dec 31, 24	-486	0.07%
LAKE STREET ADVISORS GROUP, LLC	2.40K	Dec 31, 24	+2.40K	0.02%
WR Wealth Planners, LLC	822	Dec 31, 24	-326	0.01%
HBC Financial Services, PLLC	45	Dec 31, 24	--	0.00%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-1.00K	--
Raymond James Financial Services Advisors, Inc.	29.10K	Sep 30, 24	+4.70K	0.27%
RAYMOND JAMES & ASSOCIATES	5.10K	Sep 30, 24	+464	0.05%
BUCKINGHAM STRATEGIC WEALTH, LLC	3.36K	Jun 30, 24	--	0.03%
BENJAMIN F. EDWARDS & COMPANY, INC.	--	Jun 30, 24	-34	--
Charles Schwab Investment Advisory, Inc.	220.70K	Mar 31, 24	-12.79K	2.06%
Cetera Advisor Networks LLC	2.90K	Mar 31, 24	-323	0.03%
Retirement Group, LLC	250	Mar 31, 24	--	0.00%
WADE G W & INC	51.35K	Dec 31, 23	-1.05K	0.48%
FOCUS FINANCIAL NETWORK INC /ADV	6.32K	Dec 31, 23	+6.32K	0.06%
Column Capital Advisors, LLC	236	Sep 30, 23	--	0.00%
AJ WEALTH STRATEGIES, LLC	19.42K	Jun 30, 23	+19.42K	0.18%
Quantitative Advantage, LLC	36.00K	Mar 31, 23	+36.00K	0.34%
BANK OF THE WEST	6.63K	Dec 31, 22	+117	0.06%
Sargent Bickham Lagudis LLC	249	Dec 31, 22	--	0.00%
Claraphi Advisory Network, LLC	--	Dec 31, 22	-8.79K	--
American Portfolios Advisors	674	Sep 30, 22	+327	0.01%
FourThought Financial, LLC	119	Sep 30, 22	+119	0.00%
ACG Wealth	--	Sep 30, 22	-210	--
Cordasco Financial Network	215	Jun 30, 22	--	0.00%
Lenox Wealth Advisors, LLC	668	Mar 31, 22	--	0.01%
Dixon Hughes Goodman Wealth Advisors LLC	30	Mar 31, 22	--	0.00%
Castle Financial & Retirement Planning Associates, Inc.	262	Dec 31, 21	+262	0.00%
NEXT Financial Group, Inc	186	Dec 31, 21	+140	0.00%
Hoover Financial Advisors, Inc.	1.71K	Jun 30, 21	--	0.02%
FormulaFolio Investments, LLC	146	Jun 30, 21	--	0.00%
Pinnacle Advisory Group, Inc.	34.90K	Mar 31, 21	+3.59K	0.33%
361 CAPITAL LLC	6.13K	Jun 30, 20	+490	0.06%
Advisor Group, Inc.	1.66K	Dec 31, 19	+805	0.02%
LADENBURG THALMANN FINANCIAL SERVICES INC.	308	Dec 31, 19	--	0.00%
Guidant Wealth Advisors	274	Sep 30, 19	--	0.00%
Watermark Asset Management, Inc.	1.15K	Dec 31, 18	--	0.01%

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Market Movers

Today's biggest gainers and losers

Holder

Date

Change

% Held

MORGAN STANLEY

701.72K

Jun 30, 26

+36.57K

6.55%

WELLS FARGO & COMPANY/MN

566.74K

Jun 30, 26

+31.10K

5.29%

LPL Financial LLC

494.75K

Jun 30, 26

+8.51K

4.62%

BANK OF AMERICA CORP /DE/

382.24K

Jun 30, 26

-10.39K

3.57%

AMERIPRISE FINANCIAL INC

289.26K

Jun 30, 26

+17.48K

2.70%

Wealthfront Advisers LLC

229.31K

Jun 30, 26

+43.33K

2.14%

CAPE COD FIVE CENTS SAVINGS BANK

212.44K

Jun 30, 26

+212.44K

1.98%

Rockefeller Capital Management L.P.

209.65K

Jun 30, 26

+42.17K

1.96%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

206.71K

Jun 30, 26

+224

1.93%

Colony Group, LLC

185.91K

Jun 30, 26

-21.23K

1.74%

CULLEN/FROST BANKERS, INC.

169.97K

Jun 30, 26

-8.73K

1.59%

Sequoia Financial Advisors, LLC

161.49K

Jun 30, 26

-2.03K

1.51%

SUMMIT WEALTH & RETIREMENT PLANNING, INC.

129.39K

Jun 30, 26

+1.00K

1.21%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

109.54K

Jun 30, 26

+11.87K

1.02%

THRIVENT FINANCIAL FOR LUTHERANS

85.85K

Jun 30, 26

+17.81K

0.80%

Paul R. Ried Financial Group, LLC

80.56K

Jun 30, 26

-2.23K

0.75%

Argos Wealth Advisors, LLC

79.82K

Jun 30, 26

-4.31K

0.75%

Larson Financial Group LLC

79.75K

Jun 30, 26

-3.24K

0.74%

Advance Capital Management, Inc.

73.91K

Jun 30, 26

+15.53K

0.69%

UBS Group AG

72.76K

Jun 30, 26

-9.29K

0.68%

COMMONWEALTH EQUITY SERVICES, LLC

71.95K

Jun 30, 26

+8.49K

0.67%

RAYMOND JAMES FINANCIAL INC

66.27K

Jun 30, 26

-3.25K

0.62%

Cambridge Investment Research Advisors, Inc.

65.66K

Jun 30, 26

+21.03K

0.61%

Peak Financial Management, Inc.

62.78K

Jun 30, 26

+924

0.59%

Cetera Investment Advisers

62.16K

Jun 30, 26

+1.92K

0.58%

AE Wealth Management LLC

61.87K

Jun 30, 26

+61.87K

0.58%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

60.80K

Jun 30, 26

+21.30K

0.57%

IFG Advisory, LLC

59.15K

Jun 30, 26

+59.15K

0.55%

MAINSTAY CAPITAL MANAGEMENT LLC /ADV

56.68K

Jun 30, 26

+2.86K

0.53%

Private Advisor Group, LLC

48.90K

Jun 30, 26

+2.62K

0.46%

Sound Stewardship, LLC

48.88K

Jun 30, 26

+329

0.46%

Towneley Capital Management, Inc / DE

48.62K

Jun 30, 26

+299

0.45%

Courage Miller Partners, LLC

45.79K

Jun 30, 26

+659

0.43%

ENVESTNET ASSET MANAGEMENT INC

45.69K

Jun 30, 26

+12.37K

0.43%

AXXCESS WEALTH MANAGEMENT, LLC

44.42K

Jun 30, 26

-1.14K

0.41%

Solitude Financial Services

44.26K

Jun 30, 26

+4.02K

0.41%

HighTower Advisors, LLC

39.07K

Jun 30, 26

+564

0.36%

Pictet Asset Management Holding SA

35.82K

Jun 30, 26

+13.00K

0.33%

JONES FINANCIAL COMPANIES LLLP

34.35K

Jun 30, 26

+5.65K

0.32%

JANE STREET GROUP, LLC

33.48K

Jun 30, 26

+33.48K

0.31%

Belpointe Asset Management LLC

32.83K

Jun 30, 26

+553

0.31%

ADVISOR GROUP HOLDINGS, INC.

31.93K

Jun 30, 26

+9.08K

0.30%

CAPTRUST FINANCIAL ADVISORS

31.82K

Jun 30, 26

-961

0.30%

Gladstone Institutional Advisory LLC

30.74K

Jun 30, 26

+1.26K

0.29%

KESTRA PRIVATE WEALTH SERVICES, LLC

28.67K

Jun 30, 26

+533

0.27%

ROYAL BANK OF CANADA

28.27K

Jun 30, 26

-2.96K

0.26%

WJ Wealth Management, LLC

27.93K

Jun 30, 26

-10.86K

0.26%

Fortis Capital Advisors, LLC

26.23K

Jun 30, 26

+3.27K

0.24%

RFG Advisory, LLC

25.69K

Jun 30, 26

+6.95K

0.24%

Castellan Group

25.49K

Jun 30, 26

+2.61K

0.24%

Mariner, LLC

19.65K

Jun 30, 26

-4.03K

0.18%

Walkner Condon Financial Advisors LLC

18.08K

Jun 30, 26

+861

0.17%

Oasis Advisors, LLC

17.57K

Jun 30, 26

-442.45K

0.16%

Valmark Advisers, Inc.

17.43K

Jun 30, 26

+646

0.16%

Stegent Equity Advisors, Inc.

16.25K

Jun 30, 26

-6.80K

0.15%

MML INVESTORS SERVICES, LLC

15.80K

Jun 30, 26

+213

0.15%

J.W. COLE ADVISORS, INC.

15.67K

Jun 30, 26

-283

0.15%

Strategic Wealth Investment Group, LLC

15.10K

Jun 30, 26

+3.54K

0.14%

BROWN WEALTH MANAGEMENT, LLC

15.01K

Jun 30, 26

+442

0.14%

NewEdge Advisors, LLC

14.92K

Jun 30, 26

+4.35K

0.14%

Creative Planning

14.87K

Jun 30, 26

+191

0.14%

Envestnet Portfolio Solutions, Inc.

14.50K

Jun 30, 26

+3.31K

0.14%

Discipline Wealth Solutions, LLC

14.40K

Jun 30, 26

+318

0.13%

Brookstone Capital Management

14.12K

Jun 30, 26

+3.22K

0.13%

Virtue Capital Management, LLC

12.73K

Jun 30, 26

+12.73K

0.12%

FLC Capital Advisors

12.33K

Jun 30, 26

-200

0.12%

Integrated Wealth Concepts LLC

12.02K

Jun 30, 26

+710

0.11%

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.

11.92K

Jun 30, 26

+1.70K

0.11%

STIFEL FINANCIAL CORP

11.18K

Jun 30, 26

-54.05K

0.10%

PARK AVENUE SECURITIES LLC

10.78K

Jun 30, 26

+7.76K

0.10%

MERCER GLOBAL ADVISORS INC /ADV

10.46K

Jun 30, 26

+1.98K

0.10%

INSIGNEO ADVISORY SERVICES, LLC

10.40K

Jun 30, 26

+9.00K

0.10%

IHT Wealth Management, LLC

10.38K

Jun 30, 26

+4.14K

0.10%

Savvy Advisors, Inc.

10.29K

Jun 30, 26

+2.53K

0.10%

IFP Advisors, Inc

9.82K

Jun 30, 26

+538

0.09%

Merit Financial Group, LLC

9.34K

Jun 30, 26

0.09%

Global Assets Advisory, LLC

8.70K

Jun 30, 26

+8.70K

0.08%

PALLADIEM, LLC

8.11K

Jun 30, 26

+8.11K

0.08%

HARBOUR INVESTMENTS, INC.

8.09K

Jun 30, 26

-30

0.08%

Kestra Advisory Services, LLC

7.93K

Jun 30, 26

-1.93K

0.07%

Carolina Wealth Advisors, LLC

7.92K

Jun 30, 26

-458

0.07%

Farther Finance Advisors, LLC

7.83K

Jun 30, 26

+542

0.07%

Genesis Financial Group, LLC

7.82K

Jun 30, 26

+1.39K

0.07%

FIG FINANCIAL ADVISORY SERVICES INC /ADV

7.26K

Jun 30, 26

-3.30K

0.07%

Cerity Partners LLC

7.21K

Jun 30, 26

+792

0.07%

Summit Financial, LLC

6.52K

Jun 30, 26

-291

0.06%

Wellspring Financial Advisors, LLC

6.21K

Jun 30, 26

+6.21K

0.06%

Kingsview Wealth Management, LLC

6.12K

Jun 30, 26

-1.94K

0.06%

Ronald Blue Trust, Inc.

5.96K

Jun 30, 26

-1.58K

0.06%

Adviser Investments LLC

5.41K

Jun 30, 26

-820

0.05%

Zhang Financial LLC

5.14K

Jun 30, 26

0.05%

PFG Advisors

5.08K

Jun 30, 26

-41.67K

0.05%

Pines Wealth Management, LLC

5.07K

Jun 30, 26

+192

0.05%

Laurel Wealth Planning LLC

5.06K

Jun 30, 26

-8

0.05%

Tactive Advisors, LLC

5.06K

Jun 30, 26

-8

0.05%

Centurion Wealth Management LLC

4.94K

Jun 30, 26

-20.96K

0.05%

AMARA FINANCIAL, LLC.

4.68K

Jun 30, 26

-54

0.04%

Hobbs Group Advisors, LLC

4.67K

Jun 30, 26

+69

0.04%

Mayflower Financial Advisors, LLC

4.50K

Jun 30, 26

+4.50K

0.04%

EFG International AG

4.39K

Jun 30, 26

-130

0.04%

Stratos Wealth Partners, LTD.

4.07K

Jun 30, 26

-67

0.04%

Insight Wealth Strategies, LLC

3.91K

Jun 30, 26

0.04%

SEAVIEW INVESTMENT MANAGERS LLC

3.88K

Jun 30, 26

+310

0.04%

Wisconsin Wealth Advisors, LLC

3.78K

Jun 30, 26

-95

0.04%

PEAPACK GLADSTONE FINANCIAL CORP

3.76K

Jun 30, 26

0.04%

Steward Partners Investment Advisory, LLC

3.73K

Jun 30, 26

+788

0.03%

SEVEN MILE ADVISORY

3.30K

Jun 30, 26

0.03%

SmartHarvest Portfolios, LLC

3.29K

Jun 30, 26

0.03%

CI Private Wealth, LLC

3.27K

Jun 30, 26

-416

0.03%

CITIZENS FINANCIAL GROUP INC/RI

3.26K

Jun 30, 26

0.03%

Concurrent Investment Advisors, LLC

3.20K

Jun 30, 26

+1.67K

0.03%

Powell Investment Advisors, LLC

3.16K

Jun 30, 26

-1.90K

0.03%

HRT FINANCIAL LP

3.15K

Jun 30, 26

+3.15K

0.03%

Prospera Financial Services Inc

3.11K

Jun 30, 26

-260

0.03%

BlueChip Wealth Advisors LLC

3.06K

Jun 30, 26

-375

0.03%

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI

3.04K

Jun 30, 26

+150

0.03%

ALTFEST L J & CO INC

3.04K

Jun 30, 26

0.03%

NWAM LLC

3.03K

Jun 30, 26

+308

0.03%

COMMERCE BANK

2.99K

Jun 30, 26

0.03%

FLOW TRADERS U.S. LLC

2.85K

Jun 30, 26

-11.11K

0.03%

BLAIR WILLIAM & CO/IL

2.80K

Jun 30, 26

-109

0.03%

Diversify Advisory Services, LLC

2.79K

Jun 30, 26

+2.79K

0.03%

DIVERSIFY WEALTH MANAGEMENT, LLC

2.79K

Jun 30, 26

+452

0.03%

West Branch Capital LLC

2.77K

Jun 30, 26

-197

0.03%

Baird Financial Group, Inc.

2.73K

Jun 30, 26

-862

0.03%

Collaborative Wealth Managment Inc.

2.66K

Jun 30, 26

+172

0.02%

ZACKS INVESTMENT MANAGEMENT

2.64K

Jun 30, 26

0.02%

Atria Investments, Inc

2.59K

Jun 30, 26

+387

0.02%

Eagle Bay Advisors LLC

2.59K

Jun 30, 26

+387

0.02%

Brand Asset Management Group, Inc.

2.58K

Jun 30, 26

-30

0.02%

PRINCIPAL SECURITIES, INC.

2.51K

Jun 30, 26

+732

0.02%

Regal Investment Advisors LLC

2.48K

Jun 30, 26

+1.40K

0.02%

Mutual Advisors, LLC

2.47K

Jun 30, 26

-413

0.02%

Snowden Capital Advisors LLC

2.46K

Jun 30, 26

+436

0.02%

Fulcrum Equity Management

2.42K

Jun 30, 26

0.02%

FAS Wealth Partners, Inc.

2.40K

Jun 30, 26

0.02%

Antonelli Financial Advisors, LLC

2.37K

Jun 30, 26

-377

0.02%

CreativeOne Wealth, LLC

2.37K

Jun 30, 26

-1.82K

0.02%

EverSource Wealth Advisors, LLC

2.36K

Jun 30, 26

+337

0.02%

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

2.35K

Jun 30, 26

0.02%

Buckingham Strategic Partners

2.30K

Jun 30, 26

+193

0.02%

XML Financial, LLC

2.20K

Jun 30, 26

0.02%

Endowment Wealth Management, Inc.

2.14K

Jun 30, 26

+120

0.02%

Davis Investment Partners, LLC

2.10K

Jun 30, 26

-500

0.02%

FLAGSHIP HARBOR ADVISORS, LLC

2.07K

Jun 30, 26

+285

0.02%

Quantinno Capital Management LP

2.06K

Jun 30, 26

-335

0.02%

Resources Investment Advisors, LLC.

2.04K

Jun 30, 26

+2.04K

0.02%

Vertex Planning Partners, LLC

2.01K

Jun 30, 26

0.02%

SILVER OAK SECURITIES, INCORPORATED

1.96K

Jun 30, 26

+62

0.02%

MMA ASSET MANAGEMENT LLC

1.93K

Jun 30, 26

-111

0.02%

Security National Bank

1.88K

Jun 30, 26

0.02%

BostonPremier Wealth LLC

1.88K

Jun 30, 26

+279

0.02%

Janney Montgomery Scott LLC

1.86K

Jun 30, 26

+63

0.02%

Berger Financial Group, Inc

1.84K

Jun 30, 26

-481

0.02%

BRIGHTON JONES LLC

1.73K

Jun 30, 26

+101

0.02%

DOPKINS WEALTH MANAGEMENT, LLC

1.72K

Jun 30, 26

0.02%

Betterment LLC

1.71K

Jun 30, 26

+551

0.02%

Perigon Wealth Management, LLC

1.71K

Jun 30, 26

0.02%

BROWN ADVISORY INC

1.69K

Jun 30, 26

0.02%

Sowell Financial Services LLC

1.66K

Jun 30, 26

-77

0.02%

LaSalle St. Investment Advisors, LLC

1.66K

Jun 30, 26

-175

0.02%

Waverly Advisors, LLC

1.65K

Jun 30, 26

+184

0.02%

Prepared Retirement Institute LLC

1.61K

Jun 30, 26

+1.61K

0.02%

TRUIST FINANCIAL CORP

1.60K

Jun 30, 26

0.01%

Providence Financial Advisors, LLC

1.59K

Jun 30, 26

0.01%

Magnus Financial Group LLC

1.58K

Jun 30, 26

-248

0.01%

Argent Trust Co

1.56K

Jun 30, 26

0.01%

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV

1.54K

Jun 30, 26

0.01%

PFG Investments, LLC

1.47K

Jun 30, 26

+100

0.01%

Meeder Advisory Services, Inc.

1.46K

Jun 30, 26

0.01%

NewEdge Wealth, LLC

1.42K

Jun 30, 26

0.01%

AdvisorNet Financial, Inc

1.42K

Jun 30, 26

-56

0.01%

UNIQUE WEALTH, LLC

1.42K

Jun 30, 26

0.01%

Equitable Holdings, Inc.

1.41K

Jun 30, 26

-533

0.01%

MATAURO, LLC

1.40K

Jun 30, 26

-2.83K

0.01%

Advisory Resource Group

1.37K

Jun 30, 26

0.01%

LEAVELL INVESTMENT MANAGEMENT, INC.

1.36K

Jun 30, 26

+1.36K

0.01%

TCFG Investment Advisors, LLC

1.34K

Jun 30, 26

0.01%

FIFTH THIRD BANCORP

1.33K

Jun 30, 26

+412

0.01%

Perennial Investment Advisors, LLC

1.32K

Jun 30, 26

-8

0.01%

JPMORGAN CHASE & CO

1.29K

Jun 30, 26

+1.08K

0.01%

Wealthspire Advisors, LLC

1.29K

Jun 30, 26

-43

0.01%

Trilogy Capital Inc.

1.22K

Jun 30, 26

+43

0.01%

Werba Rubin Papier Wealth Management

1.21K

Jun 30, 26

0.01%

BANK OF MONTREAL /CAN/

1.20K

Jun 30, 26

-40

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

1.18K

Jun 30, 26

+11

0.01%

BLVD Private Wealth, LLC

1.15K

Jun 30, 26

0.01%

Integrity Advisory Solutions, LLC

1.14K

Jun 30, 26

-60

0.01%

RIVERSEDGE ADVISORS, LLC

1.14K

Jun 30, 26

0.01%

Family Investment Center, Inc.

1.13K

Jun 30, 26

+37

0.01%

Cresset Asset Management, LLC

1.12K

Jun 30, 26

0.01%

OLD NATIONAL BANCORP /IN/

1.11K

Jun 30, 26

0.01%

StoneX Group Inc.

1.09K

Jun 30, 26

+1.09K

0.01%

Pensionmark Financial Group, LLC

1.08K

Jun 30, 26

0.01%

CoreCap Advisors, LLC

1.04K

Jun 30, 26

+267

0.01%

Geneos Wealth Management Inc.

930

Jun 30, 26

+50

0.01%

Winch Advisory Services, LLC

802

Jun 30, 26

0.01%

SRS Capital Advisors, Inc.

786

Jun 30, 26

0.01%

Global Retirement Partners, LLC

754

Jun 30, 26

+754

0.01%

Parallel Advisors, LLC

740

Jun 30, 26

0.01%

Lodestone Wealth Management LLC

728

Jun 30, 26

-272

0.01%

Friedenthal Financial

687

Jun 30, 26

0.01%

Colonial Trust Co / SC

601

Jun 30, 26

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

570

Jun 30, 26

-3

0.01%

SIGNATUREFD, LLC

565

Jun 30, 26

0.01%

FMR LLC

486

Jun 30, 26

-56

0.00%

WHITTIER TRUST CO OF NEVADA INC

468

Jun 30, 26

-11

0.00%

HUNTINGTON NATIONAL BANK

431

Jun 30, 26

-100

0.00%

Wealth Enhancement Trust Services, Inc.

400

Jun 30, 26

+58

0.00%

First Bancorp, Inc /ME/

391

Jun 30, 26

+391

0.00%

Spire Wealth Management

388

Jun 30, 26

-250

0.00%

Continuum Advisory, LLC

317

Jun 30, 26

+317

0.00%

Financial Network Wealth Advisors LLC

315

Jun 30, 26

0.00%

Trifecta Capital Advisors, LLC

253

Jun 30, 26

0.00%

GGM Financials LLC

227

Jun 30, 26

0.00%

Allworth Financial LP

220

Jun 30, 26

-528

0.00%

Costello Asset Management, INC

215

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

200

Jun 30, 26

0.00%

Medallion Wealth Advisors, LLC

200

Jun 30, 26

0.00%

US BANCORP \DE\

200

Jun 30, 26

0.00%

Capital Analysts, LLC

197

Jun 30, 26

+47

0.00%

Seneschal Advisors, LLC

193

Jun 30, 26

+25

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

168

Jun 30, 26

+26

0.00%

GABLES CAPITAL MANAGEMENT INC.

165

Jun 30, 26

0.00%

Intesa Sanpaolo Wealth Management

150

Jun 30, 26

0.00%

Markowski Investments

143

Jun 30, 26

+143

0.00%

Comprehensive Financial Planning, Inc./PA

130

Jun 30, 26

-991

0.00%

Measured Wealth Private Client Group, LLC

130

Jun 30, 26

0.00%

MPWM ADVISORY SOLUTIONS, LLC

115

Jun 30, 26

0.00%

Asset Dedication, LLC

113

Jun 30, 26

0.00%

Parvin Asset Management, LLC

113

Jun 30, 26

0.00%

ASSETMARK, INC

103

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

100

Jun 30, 26

+100

0.00%

GILL CAPITAL PARTNERS, LLC

Jun 30, 26

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

Jun 30, 26

+89

0.00%

PRIVATE TRUST CO NA

Jun 30, 26

-522

0.00%

Private Wealth Asset Management, LLC

Jun 30, 26

0.00%

Catherine Avery Investment Management LLC

Jun 30, 26

+67

0.00%

New England Capital Financial Advisors LLC

Jun 30, 26

0.00%

Birchwood Financial Partners, Inc.

Jun 30, 26

0.00%

MCDONALD PARTNERS LLC

Jun 30, 26

+43

0.00%

BFSG, LLC

Jun 30, 26

+42

0.00%

Key FInancial Inc

Jun 30, 26

+41

0.00%

POM Investment Strategies, LLC

Jun 30, 26

0.00%

WOLFF WIESE MAGANA LLC

Jun 30, 26

0.00%

Ritter Daniher Financial Advisory LLC / DE

Jun 30, 26

0.00%

SIMS INVESTMENT MANAGEMENT, LLC

Jun 30, 26

+30

0.00%

Keating Financial Advisory Services, Inc.

Jun 30, 26

-94

0.00%

Darwin Wealth Management, LLC

Jun 30, 26

0.00%

LifeSteps Financial, Inc.

Jun 30, 26

+10

0.00%

Smartleaf Asset Management LLC

Jun 30, 26

0.00%

Strengthening Families & Communities, LLC

Jun 30, 26

0.00%

CITIGROUP INC

Jun 30, 26

-2

0.00%

HARBOR INVESTMENT ADVISORY, LLC

Jun 30, 26

0.00%

WFA of San Diego, LLC

Jun 30, 26

-225

EASTERN BANK

Jun 30, 26

-7

MATHER GROUP, LLC.

Jun 30, 26

-5

VestGen Advisors, LLC

Jun 30, 26

-1.01K

Creekside Partners

Jun 30, 26

-1.05K

Rossby Financial, LCC

Jun 30, 26

-6

Abound Wealth Management

Jun 30, 26

-20

Bank of New York Mellon Corp

Jun 30, 26

-1.03K

AMERIFLEX GROUP, INC.

Jun 30, 26

-177

Clear Creek Financial Management, LLC

Jun 30, 26

-1.30K

SeaCrest Wealth Management, LLC

Jun 30, 26

-1.38K

Lido Advisors, LLC

Jun 30, 26

-1.12K

MAI Capital Management

Jun 30, 26

-320

Rehmann Capital Advisory Group

Jun 30, 26

-987

TWO SIGMA SECURITIES, LLC

Jun 30, 26

-1.87K

Western Wealth Management, LLC

Jun 30, 26

-112

CIBC Bancorp USA Inc.

Jun 30, 26

-936

BNP PARIBAS ARBITRAGE, SNC

Jun 30, 26

-4.11K

Sound Income Strategies, LLC

Jun 30, 26

-30

Meridian Wealth Management, LLC

Jun 30, 26

-1.09K

Beacon Capital Management, LLC

Jun 30, 26

-1.22K

COFG Advisors, LLC

Jun 30, 26

-1.05K

SFG Wealth Management, LLC.

Jun 30, 26

-11.64K

Note Advisors, LLC

Jun 30, 26

-1.04K

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

-1.65K

Hickory Point Bank & Trust

Jun 30, 26

-47

Longview Financial Advisors, Inc.

Jun 30, 26

-230

Strategies Wealth Advisors, LLC

Jun 30, 26

-938

Bogart Wealth, LLC

Jun 30, 26

-205

Destiny Wealth Partners, LLC

Jun 30, 26

-494

NBC SECURITIES, INC.

Jun 30, 26

-7.74K

Clearbridge Investments, LLC

Jun 30, 26

-17.96K

Advisory Services Network, LLC

Jun 30, 26

-4.57K

Winthrop Capital Management, LLC

Jun 30, 26

-790

Financial Freedom, LLC

Jun 30, 26

-42

Plan Group Financial, LLC

Jun 30, 26

-950

FOUNDERS GROVE WEALTH PARTNERS, LLC

Jun 30, 26

-925

First Command Advisory Services, Inc.

Jun 30, 26

-9

Vise Technologies, Inc.

Jun 30, 26

-4.15K

Tower Research Capital LLC (TRC)

Jun 30, 26

-7

Asset Allocation Strategies LLC

Jun 30, 26

-962

Root Financial Partners, LLC

Jun 30, 26

-25

Henderson Brothers Financial Partners, LLC

Jun 30, 26

-1.70K

Brinker Capital Investments, LLC

Jun 30, 26

-3.34K

VectorGlobal IAG, Inc.

3.85K

Mar 31, 26

+3.85K

0.04%

First Affirmative Financial Network

2.47K

Mar 31, 26

+2.47K

0.02%

TCFG WEALTH MANAGEMENT, LLC

1.34K

Mar 31, 26

+1.34K

0.01%

CWM, LLC

1.32K

Mar 31, 26

+1.21K

0.01%

Anfield Capital Management, LLC

1.28K

Mar 31, 26

0.01%

Sunbelt Securities, Inc.

Mar 31, 26

+67

0.00%

McIlrath & Eck, LLC

Mar 31, 26

-58

Prosperity Wealth Management, Inc.

2.23K

Dec 31, 25

+2.23K

0.02%

Vantage Financial Partners, LLC

1.05K

Dec 31, 25

+1.05K

0.01%

CIBC Private Wealth Group, LLC

936

Dec 31, 25

-200

0.01%

COMERICA BANK

677

Dec 31, 25

+677

0.01%

Motiv8 Investments LLC

328

Dec 31, 25

+328

0.00%

Burt Wealth Advisors

5.01K

Sep 30, 25

0.05%

WETHERBY ASSET MANAGEMENT INC

1.64K

Sep 30, 25

+27

0.02%

AVANTAX ADVISORY SERVICES, INC.

6.81K

Jun 30, 25

+293

0.06%

Congress Wealth Management LLC / DE /

4.44K

Jun 30, 25

+1.52K

0.04%

Cutter & CO Brokerage, Inc.

2.77K

Mar 31, 25

-600

0.03%

CAROLINAS WEALTH CONSULTING LLC

148

Mar 31, 25

0.00%

Treynor Bancshares, Inc.

20.94K

Dec 31, 24

+2.31K

0.20%

TAP Consulting, LLC

7.29K

Dec 31, 24

-486

0.07%

LAKE STREET ADVISORS GROUP, LLC

2.40K

Dec 31, 24

+2.40K

0.02%

WR Wealth Planners, LLC

822

Dec 31, 24

-326

0.01%

HBC Financial Services, PLLC

Dec 31, 24

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-1.00K

Raymond James Financial Services Advisors, Inc.

29.10K

Sep 30, 24

+4.70K

0.27%

RAYMOND JAMES & ASSOCIATES

5.10K

Sep 30, 24

+464

0.05%

BUCKINGHAM STRATEGIC WEALTH, LLC

3.36K

Jun 30, 24

0.03%

BENJAMIN F. EDWARDS & COMPANY, INC.

Jun 30, 24

-34

Charles Schwab Investment Advisory, Inc.

220.70K

Mar 31, 24

-12.79K

2.06%

Cetera Advisor Networks LLC

2.90K

Mar 31, 24

-323

0.03%

Retirement Group, LLC

250

Mar 31, 24

0.00%

WADE G W & INC

51.35K

Dec 31, 23

-1.05K

0.48%

FOCUS FINANCIAL NETWORK INC /ADV

6.32K

Dec 31, 23

+6.32K

0.06%

Column Capital Advisors, LLC

236

Sep 30, 23

0.00%

AJ WEALTH STRATEGIES, LLC

19.42K

Jun 30, 23

+19.42K

0.18%

Quantitative Advantage, LLC

36.00K

Mar 31, 23

+36.00K

0.34%

BANK OF THE WEST

6.63K

Dec 31, 22

+117

0.06%

Sargent Bickham Lagudis LLC

249

Dec 31, 22

0.00%

Claraphi Advisory Network, LLC

Dec 31, 22

-8.79K

American Portfolios Advisors

674

Sep 30, 22

+327

0.01%

FourThought Financial, LLC

119

Sep 30, 22

+119

0.00%

ACG Wealth

Sep 30, 22

-210

Cordasco Financial Network

215

Jun 30, 22

0.00%

Lenox Wealth Advisors, LLC

668

Mar 31, 22

0.01%

Dixon Hughes Goodman Wealth Advisors LLC

Mar 31, 22

0.00%

Castle Financial & Retirement Planning Associates, Inc.

262

Dec 31, 21

+262

0.00%

NEXT Financial Group, Inc

186

Dec 31, 21

+140

0.00%

Hoover Financial Advisors, Inc.

1.71K

Jun 30, 21

0.02%

FormulaFolio Investments, LLC

146

Jun 30, 21

0.00%

Pinnacle Advisory Group, Inc.

34.90K

Mar 31, 21

+3.59K

0.33%

361 CAPITAL LLC

6.13K

Jun 30, 20

+490

0.06%

Advisor Group, Inc.

1.66K

Dec 31, 19

+805

0.02%

LADENBURG THALMANN FINANCIAL SERVICES INC.

308

Dec 31, 19

0.00%

Guidant Wealth Advisors

274

Sep 30, 19

0.00%

Watermark Asset Management, Inc.

1.15K

Dec 31, 18

0.01%