GVI(GVI)
GVI
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| EASTERN BANK | 1.61M | Jun 30, 26 | -1.14M | 4.53% |
| Community Financial Services Group, LLC | 113.89K | Jun 30, 26 | +3.35K | 0.32% |
| MASSMUTUAL TRUST CO FSB/ADV | 43.57K | Jun 30, 26 | +1.49K | 0.12% |
| GAMMA Investing LLC | 21.98K | Jun 30, 26 | +14.57K | 0.06% |
| First Financial Bank - Trust Division | 13.91K | Jun 30, 26 | -4.39K | 0.04% |
| First County Bank /CT/ | 12.35K | Jun 30, 26 | +376 | 0.03% |
| Bangor Savings Bank | 9.38K | Jun 30, 26 | -94 | 0.03% |
| FC Advisory LLC | 4.17K | Jun 30, 26 | +252 | 0.01% |
| Stonebridge Financial Group, LLC | 3.52K | Jun 30, 26 | -239 | 0.01% |
| Tactive Advisors, LLC | 3.00K | Jun 30, 26 | -843 | 0.01% |
| JFS WEALTH ADVISORS, LLC | 408 | Jun 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 328 | Jun 30, 26 | -- | 0.00% |
| Abound Wealth Management | 296 | Jun 30, 26 | +296 | 0.00% |
| SANDERS MORRIS HARRIS LLC | -- | Jun 30, 26 | -3.50K | -- |
| Mendota Financial Group, LLC | -- | Jun 30, 26 | -1.90K | -- |
| VisionPoint Advisory Group, LLC | -- | Jun 30, 26 | -8.53K | -- |
| Choate Investment Advisors | 2.21M | Mar 31, 26 | +107.67K | 6.22% |
| STIFEL FINANCIAL CORP | 1.79M | Mar 31, 26 | -423.88K | 5.03% |
| BANK OF AMERICA CORP /DE/ | 1.36M | Mar 31, 26 | +63.60K | 3.82% |
| Midwest Trust Co | 1.26M | Mar 31, 26 | +81.58K | 3.56% |
| ENVESTNET ASSET MANAGEMENT INC | 1.12M | Mar 31, 26 | +27.86K | 3.16% |
| FIFTH THIRD BANCORP | 1.05M | Mar 31, 26 | +68.28K | 2.97% |
| KEYBANK NATIONAL ASSOCIATION/OH | 946.17K | Mar 31, 26 | -59.15K | 2.67% |
| GERMAN AMERICAN BANCORP, INC. | 886.37K | Mar 31, 26 | +31.84K | 2.50% |
| PNC FINANCIAL SERVICES GROUP, INC. | 705.00K | Mar 31, 26 | -23.14K | 1.99% |
| Bank of New York Mellon Corp | 656.95K | Mar 31, 26 | +35.10K | 1.85% |
| UMB Bank, n.a. | 613.12K | Mar 31, 26 | -57.84K | 1.73% |
| JPMORGAN CHASE & CO | 512.21K | Mar 31, 26 | +22.54K | 1.44% |
| D L CARLSON INVESTMENT GROUP INC | 508.07K | Mar 31, 26 | +41.36K | 1.43% |
| TRUST CO OF VIRGINIA /VA | 462.59K | Mar 31, 26 | +15.86K | 1.30% |
| BlackRock, Inc. | 399.63K | Mar 31, 26 | -18.50K | 1.13% |
| HOWE & RUSLING INC | 394.69K | Mar 31, 26 | +20.92K | 1.11% |
| DT Investment Partners, LLC | 392.06K | Mar 31, 26 | +355 | 1.11% |
| HORIZON BANCORP INC /IN/ | 298.30K | Mar 31, 26 | +15.68K | 0.84% |
| OARSMAN CAPITAL, INC. | 286.73K | Mar 31, 26 | +53.20K | 0.81% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 286.46K | Mar 31, 26 | -- | 0.81% |
| US BANCORP \DE\ | 279.94K | Mar 31, 26 | -59.88K | 0.79% |
| ASSETMARK, INC | 278.31K | Mar 31, 26 | -1.72K | 0.78% |
| MORGAN STANLEY | 274.02K | Mar 31, 26 | -161.53K | 0.77% |
| Strategic Financial Services, Inc, | 271.85K | Mar 31, 26 | -2.13K | 0.77% |
| WELLS FARGO & COMPANY/MN | 263.86K | Mar 31, 26 | -73.81K | 0.74% |
| ROYAL BANK OF CANADA | 256.97K | Mar 31, 26 | +7.36K | 0.72% |
| Alaska Permanent Capital Management | 256.71K | Mar 31, 26 | +7.65K | 0.72% |
| Allianz Asset Management GmbH | 255.00K | Mar 31, 26 | +27 | 0.72% |
| DAVENPORT & Co LLC | 237.85K | Mar 31, 26 | +6.27K | 0.67% |
| MERIDIAN MANAGEMENT CO | 230.12K | Mar 31, 26 | +4.12K | 0.65% |
| FIRST NATIONAL BANK OF OMAHA | 227.55K | Mar 31, 26 | +10.17K | 0.64% |
| AMERIPRISE FINANCIAL INC | 220.15K | Mar 31, 26 | +155.01K | 0.62% |
| Cetera Investment Advisers | 219.34K | Mar 31, 26 | +10.97K | 0.62% |
| BESSEMER GROUP INC | 218.54K | Mar 31, 26 | +53.94K | 0.62% |
| LPL Financial LLC | 208.62K | Mar 31, 26 | -4.87K | 0.59% |
| CAPTRUST FINANCIAL ADVISORS | 188.80K | Mar 31, 26 | +28.00K | 0.53% |
| FIRST CITIZENS BANK & TRUST CO | 169.48K | Mar 31, 26 | +6.46K | 0.48% |
| WASHINGTON TRUST Co | 167.41K | Mar 31, 26 | +5.89K | 0.47% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 161.32K | Mar 31, 26 | -2.14K | 0.45% |
| Envestnet Portfolio Solutions, Inc. | 159.37K | Mar 31, 26 | +3.74K | 0.45% |
| WEBSTER BANK, N. A. | 152.50K | Mar 31, 26 | -- | 0.43% |
| Koss-Olinger Consulting, LLC | 151.12K | Mar 31, 26 | -118.15K | 0.43% |
| Miracle Mile Advisors, LLC | 147.78K | Mar 31, 26 | +8.92K | 0.42% |
| M&T BANK CORP | 144.00K | Mar 31, 26 | -18.90K | 0.41% |
| BOKF, NA | 139.27K | Mar 31, 26 | -- | 0.39% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 138.66K | Mar 31, 26 | +1.77K | 0.39% |
| CITADEL ADVISORS LLC | 129.39K | Mar 31, 26 | +91.63K | 0.36% |
| GREENLEAF TRUST | 126.50K | Mar 31, 26 | -5.30K | 0.36% |
| Badgley Phelps Wealth Managers, LLC | 123.32K | Mar 31, 26 | +13.20K | 0.35% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 114.45K | Mar 31, 26 | +114.45K | 0.32% |
| LOWE BROCKENBROUGH & CO INC | 113.23K | Mar 31, 26 | -256 | 0.32% |
| UBS Group AG | 99.67K | Mar 31, 26 | +18.52K | 0.28% |
| Independent Solutions Wealth Management, LLC | 90.26K | Mar 31, 26 | +1.69K | 0.25% |
| Bank of New Hampshire | 88.89K | Mar 31, 26 | -7.70K | 0.25% |
| Cambridge Investment Research Advisors, Inc. | 87.51K | Mar 31, 26 | +7.15K | 0.25% |
| Patriot Financial Group Insurance Agency, LLC | 86.18K | Mar 31, 26 | +42.98K | 0.24% |
| HANTZ FINANCIAL SERVICES, INC. | 85.20K | Mar 31, 26 | -13.59K | 0.24% |
| BANK OF MONTREAL /CAN/ | 81.74K | Mar 31, 26 | +4.63K | 0.23% |
| Sepio Capital, LP | 80.73K | Mar 31, 26 | -204 | 0.23% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 77.75K | Mar 31, 26 | -6.58K | 0.22% |
| AMG National Trust Bank | 73.09K | Mar 31, 26 | +7.53K | 0.21% |
| Argent Trust Co | 72.17K | Mar 31, 26 | +15.37K | 0.20% |
| SVB WEALTH LLC | 71.23K | Mar 31, 26 | -1.28K | 0.20% |
| C M BIDWELL & ASSOCIATES LTD | 70.19K | Mar 31, 26 | +462 | 0.20% |
| Private Advisor Group, LLC | 63.48K | Mar 31, 26 | +21.20K | 0.18% |
| CHOREO, LLC | 61.46K | Mar 31, 26 | -- | 0.17% |
| Bryn Mawr Capital Management, LLC | 60.21K | Mar 31, 26 | -3.37K | 0.17% |
| COMMERCE BANK | 60.08K | Mar 31, 26 | -108.53K | 0.17% |
| FIRST NATIONAL TRUST CO | 58.76K | Mar 31, 26 | +1.10K | 0.17% |
| ISTHMUS PARTNERS, LLC | 57.59K | Mar 31, 26 | +57.59K | 0.16% |
| OneAscent Financial Services LLC | 56.94K | Mar 31, 26 | +56.94K | 0.16% |
| Atria Investments, Inc | 55.57K | Mar 31, 26 | -889 | 0.16% |
| Johnson Financial Group, Inc. | 55.52K | Mar 31, 26 | -41.04K | 0.16% |
| TRUIST FINANCIAL CORP | 52.86K | Mar 31, 26 | +2.65K | 0.15% |
| Sequoia Financial Advisors, LLC | 52.80K | Mar 31, 26 | -3.33K | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 51.50K | Mar 31, 26 | -17.05K | 0.15% |
| NewEdge Advisors, LLC | 50.76K | Mar 31, 26 | -17 | 0.14% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 48.99K | Mar 31, 26 | -35.11K | 0.14% |
| Trail Ridge Investment Advisors, LLC | 47.56K | Mar 31, 26 | -194 | 0.13% |
| New Hampshire Trust | 47.49K | Mar 31, 26 | +8.93K | 0.13% |
| WHITTIER TRUST CO | 47.36K | Mar 31, 26 | -993 | 0.13% |
| JANE STREET GROUP, LLC | 46.44K | Mar 31, 26 | +16.27K | 0.13% |
| Connecticut Wealth Management, LLC | 43.64K | Mar 31, 26 | +328 | 0.12% |
| HSBC HOLDINGS PLC | 43.43K | Mar 31, 26 | -2.76K | 0.12% |
| 1ST SOURCE BANK | 43.29K | Mar 31, 26 | -3.39K | 0.12% |
| UNION SAVINGS BANK | 41.31K | Mar 31, 26 | +3.20K | 0.12% |
| FIRST AMERICAN TRUST, FSB | 39.23K | Mar 31, 26 | -63.04K | 0.11% |
| Baird Financial Group, Inc. | 38.38K | Mar 31, 26 | +485 | 0.11% |
| HighTower Advisors, LLC | 36.35K | Mar 31, 26 | -1.52K | 0.10% |
| Patten Group, Inc. | 35.59K | Mar 31, 26 | +300 | 0.10% |
| Haverford Trust Co | 32.63K | Mar 31, 26 | -6.04K | 0.09% |
| GOLDMAN SACHS GROUP INC | 31.57K | Mar 31, 26 | +6.52K | 0.09% |
| REGIONS FINANCIAL CORP | 30.17K | Mar 31, 26 | +9.91K | 0.09% |
| JOHNSON INVESTMENT COUNSEL INC | 29.88K | Mar 31, 26 | +29.88K | 0.08% |
| WHITTIER TRUST CO OF NEVADA INC | 29.06K | Mar 31, 26 | -- | 0.08% |
| MONTAG A & ASSOCIATES INC | 28.99K | Mar 31, 26 | -622 | 0.08% |
| COURIER CAPITAL LLC | 28.85K | Mar 31, 26 | -2.25K | 0.08% |
| JIM SAULNIER & ASSOCIATES, LLC | 27.97K | Mar 31, 26 | -99 | 0.08% |
| RAYMOND JAMES FINANCIAL INC | 27.81K | Mar 31, 26 | -11.66K | 0.08% |
| Advocacy Wealth Management Services, LLC | 26.56K | Mar 31, 26 | -2.29K | 0.07% |
| Wealthstar Advisors, LLC | 26.14K | Mar 31, 26 | -2.47K | 0.07% |
| PROFFITT & GOODSON INC | 24.35K | Mar 31, 26 | +1.51K | 0.07% |
| FIRST MERCHANTS CORP | 23.96K | Mar 31, 26 | -- | 0.07% |
| WESBANCO BANK INC | 22.45K | Mar 31, 26 | -549 | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 21.56K | Mar 31, 26 | +1.03K | 0.06% |
| Trajan Wealth LLC | 21.55K | Mar 31, 26 | -1.86K | 0.06% |
| Opal Wealth Advisors, LLC | 20.82K | Mar 31, 26 | +1.34K | 0.06% |
| Legacy Private Trust Co. | 20.81K | Mar 31, 26 | -5.40K | 0.06% |
| ALESCO ADVISORS LLC | 19.56K | Mar 31, 26 | +60 | 0.06% |
| Unified Investment Management | 19.20K | Mar 31, 26 | +57 | 0.05% |
| Cerity Partners LLC | 19.15K | Mar 31, 26 | -12.15K | 0.05% |
| Colony Group, LLC | 17.56K | Mar 31, 26 | +592 | 0.05% |
| Bigelow Investment Advisors, LLC | 17.55K | Mar 31, 26 | +2.39K | 0.05% |
| BRYN MAWR TRUST Co | 17.52K | Mar 31, 26 | -93 | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17.48K | Mar 31, 26 | +17.48K | 0.05% |
| Heritage Trust Co | 17.28K | Mar 31, 26 | +382 | 0.05% |
| Dana Investment Advisors, Inc. | 15.35K | Mar 31, 26 | -1.42K | 0.04% |
| Vantage Investment Partners, LLC | 15.06K | Mar 31, 26 | +465 | 0.04% |
| Capital Investment Services of America, Inc. | 14.92K | Mar 31, 26 | -555 | 0.04% |
| Resources Investment Advisors, LLC. | 14.79K | Mar 31, 26 | +7.05K | 0.04% |
| OLD NATIONAL BANCORP /IN/ | 14.72K | Mar 31, 26 | -139 | 0.04% |
| RMB Capital Management, LLC | 14.23K | Mar 31, 26 | +10.95K | 0.04% |
| Atwater Malick LLC | 13.99K | Mar 31, 26 | +11.56K | 0.04% |
| Betterment LLC | 13.82K | Mar 31, 26 | +69 | 0.04% |
| Koshinski Asset Management, Inc. | 13.54K | Mar 31, 26 | +2.90K | 0.04% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 12.63K | Mar 31, 26 | -1.66K | 0.04% |
| BROWN ADVISORY INC | 12.18K | Mar 31, 26 | -5.04K | 0.03% |
| HANCOCK WHITNEY CORP | 12.13K | Mar 31, 26 | -7.32K | 0.03% |
| CITIGROUP INC | 11.95K | Mar 31, 26 | -- | 0.03% |
| Centennial Bank/AR/ | 11.85K | Mar 31, 26 | -6.90K | 0.03% |
| MITCHELL SINKLER & STARR/PA | 11.43K | Mar 31, 26 | -- | 0.03% |
| Madison Asset Management, LLC | 11.15K | Mar 31, 26 | +11.15K | 0.03% |
| Advisory Services Network, LLC | 11.01K | Mar 31, 26 | -3.46K | 0.03% |
| MML INVESTORS SERVICES, LLC | 10.86K | Mar 31, 26 | -1.05K | 0.03% |
| Integrated Wealth Concepts LLC | 10.11K | Mar 31, 26 | +690 | 0.03% |
| Darwin Wealth Management, LLC | 9.99K | Mar 31, 26 | +2.03K | 0.03% |
| Simmons Bank | 9.75K | Mar 31, 26 | -677 | 0.03% |
| Azimuth Capital Investment Management LLC | 9.71K | Mar 31, 26 | -420 | 0.03% |
| WEDBUSH SECURITIES INC | 9.40K | Mar 31, 26 | +239 | 0.03% |
| RENAISSANCE TECHNOLOGIES LLC | 8.60K | Mar 31, 26 | +8.60K | 0.02% |
| Ancora Advisors, LLC | 8.48K | Mar 31, 26 | -- | 0.02% |
| Aviance Capital Partners, LLC | 8.45K | Mar 31, 26 | +408 | 0.02% |
| Advisor OS, LLC | 8.44K | Mar 31, 26 | +2.53K | 0.02% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 7.93K | Mar 31, 26 | +502 | 0.02% |
| Northwest Bancshares, Inc. | 7.82K | Mar 31, 26 | -- | 0.02% |
| Prospera Financial Services Inc | 7.60K | Mar 31, 26 | -451 | 0.02% |
| OPPENHEIMER & CO INC | 7.31K | Mar 31, 26 | -18 | 0.02% |
| JAMES INVESTMENT RESEARCH INC | 7.25K | Mar 31, 26 | -2.33K | 0.02% |
| Ascent Group, LLC | 6.95K | Mar 31, 26 | -73 | 0.02% |
| PRINCIPAL SECURITIES, INC. | 6.67K | Mar 31, 26 | -123 | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 6.55K | Mar 31, 26 | +3.01K | 0.02% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6.51K | Mar 31, 26 | +3.37K | 0.02% |
| Waverly Advisors, LLC | 6.36K | Mar 31, 26 | +537 | 0.02% |
| PRIVATE TRUST CO NA | 6.31K | Mar 31, 26 | -- | 0.02% |
| Beaumont Capital Management, LLC | 6.18K | Mar 31, 26 | -206 | 0.02% |
| Retireful, LLC | 6.07K | Mar 31, 26 | -433 | 0.02% |
| Janney Montgomery Scott LLC | 6.05K | Mar 31, 26 | +1.44K | 0.02% |
| CITIZENS FINANCIAL GROUP INC/RI | 6.00K | Mar 31, 26 | -735 | 0.02% |
| Global Endowment Management, LP | 5.77K | Mar 31, 26 | -99 | 0.02% |
| Integrated Advisors Network LLC | 5.69K | Mar 31, 26 | +15 | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5.67K | Mar 31, 26 | +1.10K | 0.02% |
| Gateway Wealth Partners, LLC | 5.65K | Mar 31, 26 | +5.65K | 0.02% |
| JONES FINANCIAL COMPANIES LLLP | 5.58K | Mar 31, 26 | +1.11K | 0.02% |
| PETTYJOHN, WOOD & WHITE, INC | 5.56K | Mar 31, 26 | +1.20K | 0.02% |
| Creative Planning | 5.55K | Mar 31, 26 | +2.81K | 0.02% |
| VestGen Advisors, LLC | 5.34K | Mar 31, 26 | +5.34K | 0.02% |
| MIDLAND WEALTH ADVISORS LLC | 4.99K | Mar 31, 26 | -- | 0.01% |
| High Probability Advisors, LLC | 4.80K | Mar 31, 26 | -- | 0.01% |
| GM Advisory Group, Inc. | 4.77K | Mar 31, 26 | -- | 0.01% |
| Hanlon Investment Management, Inc. | 4.73K | Mar 31, 26 | +608 | 0.01% |
| Farther Finance Advisors, LLC | 4.70K | Mar 31, 26 | +2.70K | 0.01% |
| Clearstead Advisors, LLC | 4.68K | Mar 31, 26 | +20 | 0.01% |
| Indiana Trust & Investment Management CO | 4.65K | Mar 31, 26 | -- | 0.01% |
| Advisory Alpha, LLC | 4.59K | Mar 31, 26 | -231 | 0.01% |
| Ballentine Capital Advisors, Inc | 4.50K | Mar 31, 26 | -1.56K | 0.01% |
| Compass Ion Advisors, LLC | 4.47K | Mar 31, 26 | -765 | 0.01% |
| Pensionmark Financial Group, LLC | 4.35K | Mar 31, 26 | -1.32K | 0.01% |
| Rockefeller Capital Management L.P. | 4.18K | Mar 31, 26 | +3 | 0.01% |
| Paradigm Financial Partners, LLC | 4.12K | Mar 31, 26 | -63 | 0.01% |
| Renasant Bank | 4.00K | Mar 31, 26 | -3.50K | 0.01% |
| Park Place Capital Corp | 4.00K | Mar 31, 26 | -3.50K | 0.01% |
| Vestmark Advisory Solutions, Inc. | 3.97K | Mar 31, 26 | +3.97K | 0.01% |
| NBT BANK N A /NY | 3.90K | Mar 31, 26 | -- | 0.01% |
| Wealthspire Advisors, LLC | 3.29K | Mar 31, 26 | -- | 0.01% |
| Cassia Capital Partners, LLC | 3.15K | Mar 31, 26 | +160 | 0.01% |
| CI Private Wealth, LLC | 3.14K | Mar 31, 26 | -440 | 0.01% |
| Schwab Charitable Fund | 3.00K | Mar 31, 26 | +925 | 0.01% |
| GUIDANCE CAPITAL, INC | 2.87K | Mar 31, 26 | +519 | 0.01% |
| Stewardship Advisors, LLC | 2.86K | Mar 31, 26 | -- | 0.01% |
| HOGE FINANCIAL SERVICES, LLC | 2.84K | Mar 31, 26 | +627 | 0.01% |
| Ameritas Advisory Services, LLC | 2.78K | Mar 31, 26 | -259 | 0.01% |
| CAPE ANN SAVINGS BANK | 2.77K | Mar 31, 26 | -30 | 0.01% |
| LAZARD ASSET MANAGEMENT LLC | 2.67K | Mar 31, 26 | -- | 0.01% |
| ZWJ INVESTMENT COUNSEL INC | 2.67K | Mar 31, 26 | -85 | 0.01% |
| BBR PARTNERS, LLC | 2.51K | Mar 31, 26 | -- | 0.01% |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | 2.46K | Mar 31, 26 | +370 | 0.01% |
| Mariner, LLC | 2.42K | Mar 31, 26 | -2.60K | 0.01% |
| Brinker Capital Investments, LLC | 2.35K | Mar 31, 26 | +2.35K | 0.01% |
| Tower Research Capital LLC (TRC) | 2.33K | Mar 31, 26 | +2.33K | 0.01% |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 2.30K | Mar 31, 26 | -- | 0.01% |
| MISSION WEALTH MANAGEMENT, LP | 2.23K | Mar 31, 26 | +2.23K | 0.01% |
| Continuum Advisory, LLC | 2.16K | Mar 31, 26 | +279 | 0.01% |
| U.S. Capital Wealth Advisors, LLC | 2.13K | Mar 31, 26 | +34 | 0.01% |
| HRT FINANCIAL LP | 2.11K | Mar 31, 26 | +2.11K | 0.01% |
| EVOKE WEALTH, LLC | 2.11K | Mar 31, 26 | +2.11K | 0.01% |
| Alternative Investment Advisors, LLC. | 2.10K | Mar 31, 26 | +2.10K | 0.01% |
| StoneX Group Inc. | 2.07K | Mar 31, 26 | +2.07K | 0.01% |
| D.A. DAVIDSON & CO. | 2.02K | Mar 31, 26 | -- | 0.01% |
| HUNTINGTON NATIONAL BANK | 1.96K | Mar 31, 26 | -1.03K | 0.01% |
| Mount Yale Investment Advisors, LLC | 1.94K | Mar 31, 26 | +1.94K | 0.01% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.92K | Mar 31, 26 | +3 | 0.01% |
| Diversified Enterprises, LLC | 1.89K | Mar 31, 26 | -- | 0.01% |
| CWM, LLC | 1.45K | Mar 31, 26 | -- | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1.35K | Mar 31, 26 | +178 | 0.00% |
| Kennebec Savings Bank | 1.30K | Mar 31, 26 | +17 | 0.00% |
| CNB Bank | 1.27K | Mar 31, 26 | -73 | 0.00% |
| TFC Financial Management, Inc. | 1.20K | Mar 31, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 1.16K | Mar 31, 26 | -52 | 0.00% |
| SOUTH PLAINS FINANCIAL, INC. | 1.12K | Mar 31, 26 | +1.12K | 0.00% |
| FMR LLC | 925 | Mar 31, 26 | -404 | 0.00% |
| True Link Financial Advisors, LLC | 905 | Mar 31, 26 | +905 | 0.00% |
| Steigerwald, Gordon & Koch Inc. | 877 | Mar 31, 26 | -- | 0.00% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 863 | Mar 31, 26 | +1 | 0.00% |
| TD PRIVATE CLIENT WEALTH LLC | 673 | Mar 31, 26 | -38 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 625 | Mar 31, 26 | -- | 0.00% |
| Ashton Thomas Private Wealth, LLC | 532 | Mar 31, 26 | +532 | 0.00% |
| Golden State Equity Partners | 502 | Mar 31, 26 | +502 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 408 | Mar 31, 26 | -322 | 0.00% |
| Colonial Trust Advisors | 399 | Mar 31, 26 | +2 | 0.00% |
| Parallel Advisors, LLC | 375 | Mar 31, 26 | -- | 0.00% |
| ARMSTRONG ADVISORY GROUP, INC | 314 | Mar 31, 26 | -- | 0.00% |
| Sound Income Strategies, LLC | 234 | Mar 31, 26 | -- | 0.00% |
| FRANKLIN RESOURCES INC | 222 | Mar 31, 26 | -1.33K | 0.00% |
| CVA Family Office, LLC | 205 | Mar 31, 26 | -- | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 191 | Mar 31, 26 | +162 | 0.00% |
| Measured Wealth Private Client Group, LLC | 191 | Mar 31, 26 | -- | 0.00% |
| Nova Wealth Management, Inc. | 181 | Mar 31, 26 | +181 | 0.00% |
| CALDWELL SUTTER CAPITAL, INC. | 170 | Mar 31, 26 | -- | 0.00% |
| AE Wealth Management LLC | 142 | Mar 31, 26 | -- | 0.00% |
| Transamerica Financial Advisors, Inc. | 134 | Mar 31, 26 | -20.70K | 0.00% |
| RICHARDSON FINANCIAL SERVICES INC. | 110 | Mar 31, 26 | -- | 0.00% |
| N.E.W. Advisory Services LLC | 106 | Mar 31, 26 | -- | 0.00% |
| Capital Advisors, Ltd. LLC | 102 | Mar 31, 26 | +102 | 0.00% |
| AdvisorNet Financial, Inc | 89 | Mar 31, 26 | -- | 0.00% |
| DELTA ASSET MANAGEMENT LLC/TN | 85 | Mar 31, 26 | -45 | 0.00% |
| Capital Investment Advisory Services, LLC | 74 | Mar 31, 26 | +6 | 0.00% |
| IFP Advisors, Inc | 25 | Mar 31, 26 | +25 | 0.00% |
| Fort Vancouver Investment Management, LLC | 24 | Mar 31, 26 | -- | 0.00% |
| Legacy Wealth Managment, LLC/ID | 17 | Mar 31, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 9 | Mar 31, 26 | +9 | 0.00% |
| Hilltop Holdings Inc. | -- | Mar 31, 26 | -3.63K | -- |
| Laurel Wealth Advisors LLC | -- | Mar 31, 26 | -20 | -- |
| BTC Capital Management, Inc. | -- | Mar 31, 26 | -5.30K | -- |
| MILLENNIUM MANAGEMENT LLC | -- | Mar 31, 26 | -2.20K | -- |
| FAS Wealth Partners, Inc. | -- | Mar 31, 26 | -626 | -- |
| Glassman Wealth Services | -- | Mar 31, 26 | -254 | -- |
| Engineers Gate Manager LP | -- | Mar 31, 26 | -3.59K | -- |
| BLAIR WILLIAM & CO/IL | -- | Mar 31, 26 | -44 | -- |
| FLOW TRADERS U.S. LLC | -- | Mar 31, 26 | -20.58K | -- |
| STOCK YARDS BANK & TRUST CO | -- | Mar 31, 26 | -5.46K | -- |
| STAR Financial Bank | -- | Mar 31, 26 | -2.00K | -- |
| GTS SECURITIES LLC | -- | Mar 31, 26 | -8.18K | -- |
| One Wealth Advisors, LLC | -- | Mar 31, 26 | -7.49K | -- |
| Qube Research & Technologies Ltd | -- | Mar 31, 26 | -1.29K | -- |
| Curbstone Financial Management Corp | -- | Mar 31, 26 | -5.05K | -- |
| Kestra Advisory Services, LLC | -- | Mar 31, 26 | -1.34K | -- |
| J.W. COLE ADVISORS, INC. | -- | Mar 31, 26 | -5.79K | -- |
| WBI INVESTMENTS, INC. | -- | Mar 31, 26 | -14.97K | -- |
| Maridea Wealth Management LLC | -- | Mar 31, 26 | -6.57K | -- |
| Cape Investment Advisory, Inc. | -- | Mar 31, 26 | -2 | -- |
| SRS Capital Advisors, Inc. | -- | Mar 31, 26 | -598 | -- |
| Sowell Financial Services LLC | -- | Mar 31, 26 | -3.86K | -- |
| AXXCESS WEALTH MANAGEMENT, LLC | -- | Mar 31, 26 | -7.56K | -- |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | -- | Mar 31, 26 | -6.38K | -- |
| CIBC Private Wealth Group, LLC | 1.26M | Dec 31, 25 | +85.82K | 3.56% |
| MERITAGE PORTFOLIO MANAGEMENT | 46.41K | Dec 31, 25 | +213 | 0.13% |
| TUCKER ASSET MANAGEMENT LLC | 30.18K | Dec 31, 25 | -6.26K | 0.09% |
| Global Retirement Partners, LLC | 28.43K | Dec 31, 25 | -3.21K | 0.08% |
| COMERICA BANK | 18.98K | Dec 31, 25 | -- | 0.05% |
| SSA SWISS ADVISORS AG | 8.91K | Dec 31, 25 | -- | 0.03% |
| SageView Advisory Group, LLC | 2.76K | Dec 31, 25 | -- | 0.01% |
| Nalls Sherbakoff Group, LLC | 900 | Dec 31, 25 | -- | 0.00% |
| Heritage Wealth Advisors | 95 | Dec 31, 25 | +1 | 0.00% |
| TRUST CO OF VERMONT | 38 | Dec 31, 25 | -- | 0.00% |
| SYNOVUS FINANCIAL CORP | 576.66K | Sep 30, 25 | +14.80K | 1.63% |
| COUNTRY CLUB BANK /GFN | 178.47K | Sep 30, 25 | +1.73K | 0.50% |
| Congress Wealth Management LLC / DE / | 47.82K | Jun 30, 25 | +5.75K | 0.13% |
| AVANTAX ADVISORY SERVICES, INC. | 47.33K | Jun 30, 25 | +5.06K | 0.13% |
| MONTAG & CALDWELL, LLC | 29.32K | Jun 30, 25 | -54 | 0.08% |
| Atria Wealth Solutions, Inc. | 4.39K | Jun 30, 25 | -2.24K | 0.01% |
| Graypoint LLC | 2.20K | Jun 30, 25 | +1 | 0.01% |
| Legacy Investment Solutions, LLC | 17 | Jun 30, 25 | +17 | 0.00% |
| Parkworth Wealth Management, Inc. | 15 | Jun 30, 25 | -- | 0.00% |
| Aveo Capital Partners, LLC | -- | Mar 31, 25 | -36.14K | -- |
| Sandy Spring Bank | -- | Mar 31, 25 | -29 | -- |
| Bray Capital Advisors | 35 | Dec 31, 24 | -- | 0.00% |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 77.06K | Sep 30, 24 | -695 | 0.22% |
| Argent Financial Group, Inc. | 19.19K | Sep 30, 24 | +19.19K | 0.05% |
| RAYMOND JAMES & ASSOCIATES | 9.06K | Sep 30, 24 | +2.19K | 0.03% |
| Raymond James Financial Services Advisors, Inc. | 3.28K | Sep 30, 24 | -- | 0.01% |
| BlackRock Inc. | 333.48K | Jun 30, 24 | +58.82K | 0.94% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 11.29K | Jun 30, 24 | +97 | 0.03% |
| Cetera Advisor Networks LLC | 289.07K | Mar 31, 24 | -86 | 0.81% |
| CAMBRIDGE TRUST CO | 258.05K | Mar 31, 24 | -31.22K | 0.73% |
| Cetera Advisors LLC | 12.46K | Mar 31, 24 | +12.46K | 0.04% |
| AMERICAN NATIONAL BANK & TRUST CO /VA/ | 10.45K | Mar 31, 24 | +10.45K | 0.03% |
| NORWOOD FINANCIAL CORP | 240 | Mar 31, 24 | -- | 0.00% |
| TELEMUS CAPITAL, LLC | 13.01K | Dec 31, 23 | +9.68K | 0.04% |
| Baystate Wealth Management LLC | 2.58K | Dec 31, 23 | +26 | 0.01% |
| Bartlett & Co. LLC | 97 | Dec 31, 23 | +97 | 0.00% |
| TRIAD FINANCIAL ADVISORS, INC. | 10.13K | Sep 30, 23 | -2.26K | 0.03% |
| New Legacy Group, LLC | 8.80K | Sep 30, 23 | -- | 0.02% |
| COLONY GROUP LLC | 2.65K | Sep 30, 23 | -1.49K | 0.01% |
| WealthOne, LLC | -- | Sep 30, 23 | -2.83K | -- |
| Endurance Wealth Management, Inc. | 3.90K | Jun 30, 23 | +135 | 0.01% |
| BMS Financial Advisors, LLC | 2.17K | Jun 30, 23 | -1.80K | 0.01% |
| Vigilant Capital Management, LLC | 660 | Jun 30, 23 | -- | 0.00% |
| Lumature Wealth Partners, LLC | 188 | Jun 30, 23 | -19 | 0.00% |
| TIAA, FSB | -- | Jun 30, 23 | -2.26K | -- |
| ZEKE CAPITAL ADVISORS, LLC | 111.80K | Dec 31, 22 | +47.76K | 0.32% |
| Lehman & Derafelo Financial Resources LLC | -- | Dec 31, 22 | -62 | -- |
| American Portfolios Advisors | 91.36K | Sep 30, 22 | -5.41K | 0.26% |
| CYPRESS CAPITAL MANAGEMENT LLC | 87.46K | Sep 30, 22 | +200 | 0.25% |
| BTR CAPITAL MANAGEMENT INC | 4.41K | Sep 30, 22 | -- | 0.01% |
| Beaumont Financial Partners, LLC | 3.99K | Sep 30, 22 | -183 | 0.01% |
| EATON VANCE MANAGEMENT | 3.00K | Sep 30, 22 | -- | 0.01% |
| Covington Capital Management | 1.86K | Sep 30, 22 | +212 | 0.01% |
| DOWLING & YAHNKE LLC | -- | Sep 30, 22 | -13.05K | -- |
| HANCOCK WHITNEY INVESTMENT SERVICES INC. | 20.31K | Jun 30, 22 | -14.73K | 0.06% |
| Private Capital Group, LLC | -- | Jun 30, 22 | -630 | -- |
| Azimuth Capital Management LLC | 6.81K | Mar 31, 22 | +485 | 0.02% |
| Clearshares LLC | 25.86K | Dec 31, 21 | -- | 0.07% |
| Clear Perspective Advisors, LLC | 4.64K | Dec 31, 21 | -- | 0.01% |
| NEXT Financial Group, Inc | 475 | Dec 31, 21 | +475 | 0.00% |
| REILLY FINANCIAL ADVISORS, LLC | 343 | Dec 31, 21 | -- | 0.00% |
| Carroll Financial Associates, Inc. | 300 | Dec 31, 21 | -- | 0.00% |
| CAMG Solamere Management, LLC | 3.12K | Sep 30, 21 | -- | 0.01% |
| BADGLEY PHELPS & BELL INC | 39.71K | Jun 30, 21 | +1.51K | 0.11% |
| Stewardship Financial Advisors, LLC | -- | Mar 31, 21 | -564 | -- |
| OLD MISSION CAPITAL, LLC | 15.38K | Dec 31, 20 | +15.38K | 0.04% |
| Confluence Wealth Management LLC | 38.14K | Sep 30, 20 | -1.56K | 0.11% |
| First Allied Advisory Services, Inc. | 7.39K | Sep 30, 20 | +29 | 0.02% |
| Maxim Capital Management LLC | 167.57K | Jun 30, 20 | +6.59K | 0.47% |
| Global Financial Private Capital, Inc | 75.47K | Jun 30, 20 | -54.54K | 0.21% |
| TRUEWEALTH LLC | 1.14K | Jun 30, 20 | -- | 0.00% |
| BRINKER CAPITAL INC | -- | Jun 30, 20 | -127.26K | -- |
| BOYS ARNOLD & CO INC | 68.27K | Mar 31, 20 | -3.30K | 0.19% |
| Foothills Asset Management, Ltd. | 41.15K | Mar 31, 20 | -572 | 0.12% |
| MILES CAPITAL, INC. | -- | Mar 31, 20 | -4.39K | -- |
| Advisor Group, Inc. | 55.77K | Dec 31, 19 | +11.23K | 0.16% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 37.61K | Dec 31, 19 | +1.60K | 0.11% |
| BOSTON ADVISORS LLC | 41.27K | Sep 30, 19 | -1.01K | 0.12% |
| SUNTRUST BANKS INC | 15.64K | Sep 30, 19 | +4.10K | 0.04% |
| Wealth & Pension Services Group, Inc. | 13.98K | Sep 30, 19 | -180 | 0.04% |
| BB&T SECURITIES, LLC | 13.75K | Sep 30, 19 | +1.36K | 0.04% |
| MRA Associates USA LLC | 4.79K | Sep 30, 19 | +604 | 0.01% |
| Highwater Wealth Management, LLC | 3.42K | Sep 30, 19 | +3.42K | 0.01% |
| Hugh Johnson Advisors LLC | 75.94K | Jun 30, 19 | +7.37K | 0.21% |
| CHEMICAL BANK | 3.40K | Jun 30, 19 | -945 | 0.01% |
| HL FINANCIAL SERVICES LLC | 19.26K | Mar 31, 19 | +10 | 0.05% |
| Sound View Wealth Advisors, LLC | 7.16K | Mar 31, 19 | -1.92K | 0.02% |
| AT Bancorp | 2.11K | Mar 31, 19 | -700 | 0.01% |
| Edge Advisors, LLC | 10 | Jun 30, 18 | +10 | 0.00% |
| THOMASPARTNERS, INC. | 27.88K | Mar 31, 18 | -584 | 0.08% |
| DENVER INVESTMENT ADVISORS LLC | 2.70K | Mar 31, 18 | -- | 0.01% |
| Hefty Wealth Partners | -- | Mar 31, 18 | -7 | -- |
| Commonwealth Equity Services, Inc | 27.20K | Jun 30, 17 | +7.09K | 0.08% |
| Independent Portfolio Consultants, Inc. | 19.88K | Jun 30, 17 | -2.38K | 0.06% |
| Virtu KCG Holdings LLC | 13.57K | Jun 30, 17 | +13.57K | 0.04% |
| CT Financial Advisors LLC | 21.76K | Mar 31, 17 | +1.23K | 0.06% |
| BEACON TRUST CO | 6.20K | Mar 31, 17 | -170 | 0.02% |
| BlackRock Investment Management, LLC | 12.73K | Dec 31, 16 | +9.89K | 0.04% |
| KANALY TRUST CO | 5.71K | Dec 31, 16 | -- | 0.02% |
| MSI Financial Services Inc | 737 | Dec 31, 16 | +378 | 0.00% |
| Cleary Gull Holdings Inc. | 2.54K | Mar 31, 16 | +300 | 0.01% |
| Gupta Wealth Management LLC | 699 | Mar 31, 16 | -101 | 0.00% |
| MANAGED ACCOUNT ADVISORS LLC | 2.19K | Jun 30, 15 | +2.19K | 0.01% |
| BAIRD ROBERT W & CO INC /WI/ | 2.45K | Mar 31, 15 | +40 | 0.01% |
| BOSTON PRIVATE BANK & TRUST CO | 2.00K | Mar 31, 15 | -- | 0.01% |
| CLEARY GULL INC. | 1.66K | Mar 31, 15 | +1.66K | 0.00% |
| STANCORP INVESTMENT ADVISERS INC | 76 | Mar 31, 15 | -1.37K | 0.00% |
| Placemark Investments, Inc. | 40.92K | Dec 31, 14 | -2.23K | 0.12% |
| UBS AG | 26.81K | Sep 30, 14 | -5.36K | 0.08% |
| KMS FINANCIAL SERVICES, INC | 2.61K | Jun 30, 14 | -5.32K | 0.01% |
| Jane Street Holding, LLC | -- | Dec 31, 13 | -21.76K | -- |
| STIFEL NICOLAUS & CO INC \MO\ | 2.00K | Sep 30, 13 | -- | 0.01% |
| Signator Financial Services, Inc. | 410 | Sep 30, 13 | -28 | 0.00% |
| KNIGHT CAPITAL GROUP LLC | -- | Jun 30, 13 | -49.54K | -- |
| First Allied Securities, Inc. | 626 | Jun 30, 12 | -54 | 0.00% |