iShares Intermediate Government/Credit Bond ETF(GVI)

$104.73—Stale · unknown old

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iShares Intermediate Government/Credit Bond ETF(GVI)

USBATS • Last print unknown ago

$104.73—Stale · unknown old

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GVI(GVI)

GVI

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 416 Institutional Holders

Holder	Shares	Date	Change	% Held
Choate Investment Advisors	2.26M	Jun 30, 26	+54.77K	6.33%
EASTERN BANK	1.61M	Jun 30, 26	-1.14M	4.50%
STIFEL FINANCIAL CORP	1.57M	Jun 30, 26	-210.92K	4.41%
BANK OF AMERICA CORP /DE/	1.51M	Jun 30, 26	+155.84K	4.23%
CIBC Bancorp USA Inc.	1.35M	Jun 30, 26	+16.83K	3.78%
Midwest Trust Co	1.35M	Jun 30, 26	+88.50K	3.78%
ENVESTNET ASSET MANAGEMENT INC	1.12M	Jun 30, 26	-6.79K	3.12%
KEYBANK NATIONAL ASSOCIATION/OH	996.75K	Jun 30, 26	+50.57K	2.79%
FIFTH THIRD BANCORP	977.59K	Jun 30, 26	-77.32K	2.74%
GERMAN AMERICAN BANCORP, INC.	941.74K	Jun 30, 26	+55.37K	2.64%
Envestnet Portfolio Solutions, Inc.	851.82K	Jun 30, 26	+692.45K	2.38%
FIRST CITIZENS BANK & TRUST CO	832.03K	Jun 30, 26	+662.55K	2.33%
PNC FINANCIAL SERVICES GROUP, INC.	752.40K	Jun 30, 26	+47.40K	2.11%
Bank of New York Mellon Corp	740.42K	Jun 30, 26	+83.47K	2.07%
Pinnacle Financial Partners, Inc.	702.75K	Jun 30, 26	+90.66K	1.97%
UMB Bank, n.a.	582.56K	Jun 30, 26	-30.55K	1.63%
D L CARLSON INVESTMENT GROUP INC	552.15K	Jun 30, 26	+44.08K	1.55%
JPMORGAN CHASE & CO	538.41K	Jun 30, 26	+26.20K	1.51%
TRUST CO OF VIRGINIA /VA	474.80K	Jun 30, 26	+12.22K	1.33%
DT Investment Partners, LLC	428.82K	Jun 30, 26	+36.76K	1.20%
HOWE & RUSLING INC	411.98K	Jun 30, 26	+17.29K	1.15%
BlackRock, Inc.	397.06K	Jun 30, 26	-2.57K	1.11%
HORIZON BANCORP INC /IN/	295.37K	Jun 30, 26	-2.93K	0.83%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	286.46K	Jun 30, 26	--	0.80%
SOUTHERN MICHIGAN BANK & TRUST	281.92K	Jun 30, 26	+474	0.79%
Alaska Permanent Capital Management	273.63K	Jun 30, 26	+16.92K	0.77%
OARSMAN CAPITAL, INC.	267.50K	Jun 30, 26	-19.23K	0.75%
ROYAL BANK OF CANADA	266.06K	Jun 30, 26	+9.08K	0.74%
US BANCORP \DE\	263.58K	Jun 30, 26	-16.36K	0.74%
AMERIPRISE FINANCIAL INC	262.87K	Jun 30, 26	+42.73K	0.74%
Allianz Asset Management GmbH	261.43K	Jun 30, 26	+6.42K	0.73%
Strategic Financial Services, Inc,	259.17K	Jun 30, 26	-12.68K	0.73%
MORGAN STANLEY	258.86K	Jun 30, 26	-15.16K	0.72%
MERIDIAN MANAGEMENT CO	230.31K	Jun 30, 26	+184	0.64%
FIRST NATIONAL BANK OF OMAHA	217.03K	Jun 30, 26	-10.52K	0.61%
Cetera Investment Advisers	215.13K	Jun 30, 26	-4.20K	0.60%
WELLS FARGO & COMPANY/MN	211.83K	Jun 30, 26	-52.03K	0.59%
LPL Financial LLC	210.25K	Jun 30, 26	+1.63K	0.59%
M&T BANK CORP	206.37K	Jun 30, 26	+43.51K	0.58%
CAPTRUST FINANCIAL ADVISORS	188.63K	Jun 30, 26	-173	0.53%
BESSEMER GROUP INC	173.20K	Jun 30, 26	-45.34K	0.48%
WASHINGTON TRUST Co	168.82K	Jun 30, 26	+1.42K	0.47%
WEBSTER BANK, N. A.	163.82K	Jun 30, 26	+11.33K	0.46%
Miracle Mile Advisors, LLC	152.82K	Jun 30, 26	+5.04K	0.43%
GREENWOOD CAPITAL ASSOCIATES LLC	141.13K	Jun 30, 26	+2.47K	0.40%
BOKF, NA	139.27K	Jun 30, 26	--	0.39%
Badgley Phelps Wealth Managers, LLC	137.10K	Jun 30, 26	+13.78K	0.38%
FLPUTNAM INVESTMENT MANAGEMENT CO	130.60K	Jun 30, 26	-30.72K	0.37%
GREENLEAF TRUST	119.74K	Jun 30, 26	-6.76K	0.34%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	116.37K	Jun 30, 26	+1.92K	0.33%
LOWE BROCKENBROUGH & CO INC	115.46K	Jun 30, 26	+2.23K	0.32%
Community Financial Services Group, LLC	113.89K	Jun 30, 26	+3.35K	0.32%
Sepio Capital, LP	108.90K	Jun 30, 26	+28.17K	0.30%
Cambridge Investment Research Advisors, Inc.	107.17K	Jun 30, 26	+19.66K	0.30%
RMB Capital Management, LLC	106.91K	Jun 30, 26	+92.67K	0.30%
SVB WEALTH LLC	102.04K	Jun 30, 26	+30.81K	0.29%
DAVENPORT & Co LLC	101.28K	Jun 30, 26	-136.57K	0.28%
Argent Trust Co	92.64K	Jun 30, 26	+20.47K	0.26%
Independent Solutions Wealth Management, LLC	90.93K	Jun 30, 26	+671	0.25%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	88.44K	Jun 30, 26	+10.70K	0.25%
Bank of New Hampshire	80.32K	Jun 30, 26	-8.56K	0.22%
CITADEL ADVISORS LLC	78.68K	Jun 30, 26	-50.71K	0.22%
BANK OF MONTREAL /CAN/	78.41K	Jun 30, 26	-3.32K	0.22%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	77.56K	Jun 30, 26	+60.08K	0.22%
HANTZ FINANCIAL SERVICES, INC.	75.13K	Jun 30, 26	-10.07K	0.21%
C M BIDWELL & ASSOCIATES LTD	74.12K	Jun 30, 26	+3.94K	0.21%
UBS Group AG	72.79K	Jun 30, 26	-26.87K	0.20%
COMMERCE BANK	66.75K	Jun 30, 26	+6.67K	0.19%
TRUIST FINANCIAL CORP	65.75K	Jun 30, 26	+12.89K	0.18%
Koss-Olinger Consulting, LLC	65.02K	Jun 30, 26	-86.10K	0.18%
AMG National Trust Bank	61.53K	Jun 30, 26	-11.55K	0.17%
CHOREO, LLC	61.46K	Jun 30, 26	--	0.17%
TUCKER ASSET MANAGEMENT LLC	61.42K	Jun 30, 26	-2.49K	0.17%
FIRST NATIONAL TRUST CO	60.80K	Jun 30, 26	+2.04K	0.17%
Bryn Mawr Capital Management, LLC	58.54K	Jun 30, 26	-1.67K	0.16%
OneAscent Financial Services LLC	57.58K	Jun 30, 26	+643	0.16%
ISTHMUS PARTNERS, LLC	56.44K	Jun 30, 26	-1.15K	0.16%
NewEdge Advisors, LLC	55.55K	Jun 30, 26	+4.79K	0.16%
Johnson Financial Group, Inc.	55.44K	Jun 30, 26	-74	0.16%
MAIMON WEALTH MANAGEMENT LTD.	54.77K	Jun 30, 26	+7.23K	0.15%
Atria Investments, Inc	51.95K	Jun 30, 26	-3.62K	0.15%
Sequoia Financial Advisors, LLC	50.65K	Jun 30, 26	-2.14K	0.14%
Trail Ridge Investment Advisors, LLC	50.19K	Jun 30, 26	+2.63K	0.14%
Private Advisor Group, LLC	50.10K	Jun 30, 26	-13.39K	0.14%
ADVISOR GROUP HOLDINGS, INC.	49.48K	Jun 30, 26	-2.02K	0.14%
RAYMOND JAMES FINANCIAL INC	49.45K	Jun 30, 26	+21.64K	0.14%
New Hampshire Trust	49.00K	Jun 30, 26	+1.51K	0.14%
Connecticut Wealth Management, LLC	48.77K	Jun 30, 26	+5.13K	0.14%
WHITTIER TRUST CO	46.99K	Jun 30, 26	-373	0.13%
UNION SAVINGS BANK	45.11K	Jun 30, 26	+3.80K	0.13%
HSBC HOLDINGS PLC	45.01K	Jun 30, 26	+1.58K	0.13%
Patriot Financial Group Insurance Agency, LLC	44.55K	Jun 30, 26	-41.63K	0.12%
MASSMUTUAL TRUST CO FSB/ADV	43.57K	Jun 30, 26	+1.49K	0.12%
Gilbert Capital Group, Inc.	41.85K	Jun 30, 26	-1.15K	0.12%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	41.64K	Jun 30, 26	-7.35K	0.12%
Atwater Malick LLC	40.79K	Jun 30, 26	+26.81K	0.11%
Baird Financial Group, Inc.	40.41K	Jun 30, 26	+2.02K	0.11%
WESBANCO BANK INC	35.69K	Jun 30, 26	+13.25K	0.10%
Patten Group, Inc.	34.51K	Jun 30, 26	-1.08K	0.10%
Haverford Trust Co	33.95K	Jun 30, 26	+1.32K	0.10%
GOLDMAN SACHS GROUP INC	33.87K	Jun 30, 26	+2.30K	0.09%
HighTower Advisors, LLC	33.78K	Jun 30, 26	-2.57K	0.09%
1ST SOURCE BANK	33.62K	Jun 30, 26	-9.68K	0.09%
FIRST AMERICAN TRUST, FSB	33.47K	Jun 30, 26	-5.76K	0.09%
MONTAG A & ASSOCIATES INC	31.00K	Jun 30, 26	+2.01K	0.09%
JOHNSON INVESTMENT COUNSEL INC	29.83K	Jun 30, 26	-45	0.08%
WHITTIER TRUST CO OF NEVADA INC	28.95K	Jun 30, 26	-108	0.08%
COURIER CAPITAL LLC	27.03K	Jun 30, 26	-1.82K	0.08%
Advocacy Wealth Management Services, LLC	26.54K	Jun 30, 26	-14	0.07%
Madison Asset Management, LLC	26.48K	Jun 30, 26	+15.33K	0.07%
Wealthstar Advisors, LLC	25.69K	Jun 30, 26	-445	0.07%
Parallel Advisors, LLC	25.53K	Jun 30, 26	+25.16K	0.07%
Global Retirement Partners, LLC	25.09K	Jun 30, 26	+25.09K	0.07%
Opal Wealth Advisors, LLC	23.10K	Jun 30, 26	+2.29K	0.06%
GAMMA Investing LLC	21.98K	Jun 30, 26	+14.57K	0.06%
ALESCO ADVISORS LLC	21.50K	Jun 30, 26	+1.94K	0.06%
JANE STREET GROUP, LLC	20.98K	Jun 30, 26	-25.45K	0.06%
COMMONWEALTH EQUITY SERVICES, LLC	20.66K	Jun 30, 26	-906	0.06%
Trajan Wealth LLC	19.97K	Jun 30, 26	-1.58K	0.06%
Heritage Trust Co	19.87K	Jun 30, 26	+2.59K	0.06%
REGIONS FINANCIAL CORP	19.59K	Jun 30, 26	-10.57K	0.05%
Unified Investment Management	19.29K	Jun 30, 26	+80	0.05%
Colony Group, LLC	19.23K	Jun 30, 26	+1.68K	0.05%
Koshinski Asset Management, Inc.	19.08K	Jun 30, 26	+5.54K	0.05%
Bigelow Investment Advisors, LLC	19.03K	Jun 30, 26	+1.48K	0.05%
Integrated Wealth Concepts LLC	16.32K	Jun 30, 26	+6.21K	0.05%
Betterment LLC	16.19K	Jun 30, 26	+2.37K	0.05%
Dana Investment Advisors, Inc.	15.38K	Jun 30, 26	+29	0.04%
Advisor OS, LLC	15.18K	Jun 30, 26	+6.75K	0.04%
First Financial Bank - Trust Division	13.91K	Jun 30, 26	-4.39K	0.04%
Legacy Private Trust Co.	13.87K	Jun 30, 26	-6.94K	0.04%
Cerity Partners LLC	13.07K	Jun 30, 26	-6.08K	0.04%
MML INVESTORS SERVICES, LLC	12.72K	Jun 30, 26	+1.87K	0.04%
Centennial Bank/AR/	12.55K	Jun 30, 26	+701	0.04%
Capital Investment Services of America, Inc.	12.39K	Jun 30, 26	-2.52K	0.03%
First County Bank /CT/	12.35K	Jun 30, 26	+376	0.03%
BRYN MAWR TRUST Co	12.08K	Jun 30, 26	-5.44K	0.03%
CITIGROUP INC	12.05K	Jun 30, 26	+96	0.03%
Advisory Services Network, LLC	12.03K	Jun 30, 26	+1.02K	0.03%
HANCOCK WHITNEY CORP	11.82K	Jun 30, 26	-312	0.03%
MITCHELL SINKLER & STARR/PA	11.43K	Jun 30, 26	--	0.03%
Adelphi Trust Co	10.85K	Jun 30, 26	+4.15K	0.03%
OLD NATIONAL BANCORP /IN/	10.47K	Jun 30, 26	-4.25K	0.03%
Severin Investments, LLC	10.35K	Jun 30, 26	+436	0.03%
BROWN ADVISORY INC	10.31K	Jun 30, 26	-1.87K	0.03%
Mariner, LLC	10.30K	Jun 30, 26	+7.88K	0.03%
AXXCESS WEALTH MANAGEMENT, LLC	10.29K	Jun 30, 26	+10.29K	0.03%
Darwin Wealth Management, LLC	10.29K	Jun 30, 26	+304	0.03%
Azimuth Capital Investment Management LLC	9.78K	Jun 30, 26	+70	0.03%
MERCER GLOBAL ADVISORS INC /ADV	9.60K	Jun 30, 26	+3.05K	0.03%
JIM SAULNIER & ASSOCIATES, LLC	9.59K	Jun 30, 26	-18.38K	0.03%
WEDBUSH SECURITIES INC	9.51K	Jun 30, 26	+109	0.03%
Bangor Savings Bank	9.38K	Jun 30, 26	-94	0.03%
Ascent Group, LLC	9.24K	Jun 30, 26	+2.30K	0.03%
SSA SWISS ADVISORS AG	8.91K	Jun 30, 26	--	0.02%
McLaughlin Asset Management, Inc.	8.51K	Jun 30, 26	-161	0.02%
Ancora Advisors, LLC	8.43K	Jun 30, 26	-48	0.02%
Resources Investment Advisors, LLC.	8.41K	Jun 30, 26	-6.38K	0.02%
Aviance Capital Partners, LLC	8.40K	Jun 30, 26	-45	0.02%
Wealthspire Advisors, LLC	8.06K	Jun 30, 26	+4.77K	0.02%
Simmons Bank	7.98K	Jun 30, 26	-1.77K	0.02%
OPPENHEIMER & CO INC	7.89K	Jun 30, 26	+580	0.02%
Cypress Capital Group	7.50K	Jun 30, 26	+7.50K	0.02%
WILEY BROS.-AINTREE CAPITAL, LLC	7.41K	Jun 30, 26	-523	0.02%
Global Endowment Management, LP	6.87K	Jun 30, 26	+1.10K	0.02%
PETTYJOHN, WOOD & WHITE, INC	6.69K	Jun 30, 26	+1.13K	0.02%
JAMES INVESTMENT RESEARCH INC	6.56K	Jun 30, 26	-697	0.02%
Indiana Trust & Investment Management CO	6.45K	Jun 30, 26	+1.80K	0.02%
Prospera Financial Services Inc	6.40K	Jun 30, 26	-1.20K	0.02%
PRIVATE TRUST CO NA	6.31K	Jun 30, 26	--	0.02%
Janney Montgomery Scott LLC	6.21K	Jun 30, 26	+160	0.02%
CITIZENS FINANCIAL GROUP INC/RI	5.93K	Jun 30, 26	-65	0.02%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	5.89K	Jun 30, 26	-6.74K	0.02%
Waverly Advisors, LLC	5.86K	Jun 30, 26	-500	0.02%
J.W. COLE ADVISORS, INC.	5.85K	Jun 30, 26	+5.85K	0.02%
RAFFA WEALTH MANAGEMENT, LLC	5.68K	Jun 30, 26	+1	0.02%
Integrated Advisors Network LLC	5.63K	Jun 30, 26	-64	0.02%
JONES FINANCIAL COMPANIES LLLP	5.08K	Jun 30, 26	-499	0.01%
MIDLAND WEALTH ADVISORS LLC	4.84K	Jun 30, 26	-152	0.01%
ASSETMARK, INC	4.80K	Jun 30, 26	-273.52K	0.01%
High Probability Advisors, LLC	4.80K	Jun 30, 26	--	0.01%
Farther Finance Advisors, LLC	4.74K	Jun 30, 26	+41	0.01%
Clearstead Advisors, LLC	4.71K	Jun 30, 26	+30	0.01%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	4.69K	Jun 30, 26	+4.69K	0.01%
FIRST MERCHANTS CORP	4.62K	Jun 30, 26	-19.34K	0.01%
CFS Investment Advisory Services, LLC	4.61K	Jun 30, 26	+4.61K	0.01%
Vestmark Advisory Solutions, Inc.	4.59K	Jun 30, 26	+624	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.59K	Jun 30, 26	-1.08K	0.01%
Paradigm Financial Partners, LLC	4.56K	Jun 30, 26	+439	0.01%
Advisory Alpha, LLC	4.41K	Jun 30, 26	-176	0.01%
Compass Ion Advisors, LLC	4.35K	Jun 30, 26	-124	0.01%
Pensionmark Financial Group, LLC	4.35K	Jun 30, 26	--	0.01%
PRINCIPAL SECURITIES, INC.	4.24K	Jun 30, 26	-2.43K	0.01%
FC Advisory LLC	4.17K	Jun 30, 26	+252	0.01%
Security Financial Services, INC.	4.09K	Jun 30, 26	+4.09K	0.01%
Park Place Capital Corp	4.00K	Jun 30, 26	--	0.01%
Renasant Bank	4.00K	Jun 30, 26	--	0.01%
NBT BANK N A /NY	3.90K	Jun 30, 26	--	0.01%
Curbstone Financial Management Corp	3.84K	Jun 30, 26	+3.84K	0.01%
Ballentine Capital Advisors, Inc	3.81K	Jun 30, 26	-684	0.01%
Stonebridge Financial Group, LLC	3.52K	Jun 30, 26	-239	0.01%
Schwab Charitable Fund	3.47K	Jun 30, 26	+468	0.01%
CI Private Wealth, LLC	3.41K	Jun 30, 26	+273	0.01%
Cassia Capital Partners, LLC	3.32K	Jun 30, 26	+166	0.01%
Sanctuary Advisors, LLC	3.18K	Jun 30, 26	+3.18K	0.01%
Tactive Advisors, LLC	3.00K	Jun 30, 26	-843	0.01%
Stewardship Advisors, LLC	2.93K	Jun 30, 26	+69	0.01%
Rockefeller Capital Management L.P.	2.93K	Jun 30, 26	-1.25K	0.01%
HOGE FINANCIAL SERVICES, LLC	2.87K	Jun 30, 26	+34	0.01%
SRS Capital Advisors, Inc.	2.87K	Jun 30, 26	+2.87K	0.01%
GUIDANCE CAPITAL, INC	2.75K	Jun 30, 26	-119	0.01%
TSA Wealth Managment LLC	2.68K	Jun 30, 26	+2.68K	0.01%
CAPE ANN SAVINGS BANK	2.67K	Jun 30, 26	-99	0.01%
ZWJ INVESTMENT COUNSEL INC	2.67K	Jun 30, 26	+3	0.01%
Mount Yale Investment Advisors, LLC	2.56K	Jun 30, 26	+624	0.01%
BBR PARTNERS, LLC	2.51K	Jun 30, 26	--	0.01%
COMMON FUND FOR NONPROFIT ORGANIZATIONS	2.46K	Jun 30, 26	--	0.01%
Brinker Capital Investments, LLC	2.44K	Jun 30, 26	+94	0.01%
Creative Planning	2.43K	Jun 30, 26	-3.13K	0.01%
Wiser Wealth Management, Inc	2.35K	Jun 30, 26	+2.35K	0.01%
MISSION WEALTH MANAGEMENT, LP	2.25K	Jun 30, 26	+22	0.01%
Alternative Investment Advisors, LLC.	2.25K	Jun 30, 26	+144	0.01%
TD PRIVATE CLIENT WEALTH LLC	2.16K	Jun 30, 26	+1.49K	0.01%
Continuum Advisory, LLC	2.16K	Jun 30, 26	--	0.01%
Horst & Graben Wealth Management LLC	2.07K	Jun 30, 26	+2.07K	0.01%
D.A. DAVIDSON & CO.	2.02K	Jun 30, 26	--	0.01%
LEVEL FOUR ADVISORY SERVICES, LLC	1.95K	Jun 30, 26	+1.95K	0.01%
Diversified Enterprises, LLC	1.95K	Jun 30, 26	+60	0.01%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	1.92K	Jun 30, 26	+5	0.01%
Qube Research & Technologies Ltd	1.83K	Jun 30, 26	+1.83K	0.01%
HUNTINGTON NATIONAL BANK	1.78K	Jun 30, 26	-177	0.00%
Coastline Trust Co	1.48K	Jun 30, 26	+1.48K	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	1.35K	Jun 30, 26	+4	0.00%
TFC Financial Management, Inc.	1.34K	Jun 30, 26	+141	0.00%
CNB Bank	1.32K	Jun 30, 26	+48	0.00%
Kennebec Savings Bank	1.31K	Jun 30, 26	+8	0.00%
Ashton Thomas Private Wealth, LLC	1.19K	Jun 30, 26	+655	0.00%
Steward Partners Investment Advisory, LLC	1.16K	Jun 30, 26	--	0.00%
SOUTH PLAINS FINANCIAL, INC.	1.12K	Jun 30, 26	--	0.00%
BNP PARIBAS ARBITRAGE, SNC	1.07K	Jun 30, 26	+878	0.00%
FMR LLC	980	Jun 30, 26	+55	0.00%
Steigerwald, Gordon & Koch Inc.	877	Jun 30, 26	--	0.00%
PHILLIPS FINANCIAL MANAGEMENT, LLC	863	Jun 30, 26	--	0.00%
TRUST CO OF VERMONT	844	Jun 30, 26	+844	0.00%
Aventura Private Wealth, LLC	786	Jun 30, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	625	Jun 30, 26	--	0.00%
Westfuller Advisors, LLC	621	Jun 30, 26	+621	0.00%
Hartford Financial Management Inc.	469	Jun 30, 26	+469	0.00%
JFS WEALTH ADVISORS, LLC	408	Jun 30, 26	--	0.00%
Colonial Trust Advisors	403	Jun 30, 26	+4	0.00%
MATHER GROUP, LLC.	350	Jun 30, 26	+350	0.00%
CoreCap Advisors, LLC	328	Jun 30, 26	--	0.00%
ARMSTRONG ADVISORY GROUP, INC	314	Jun 30, 26	--	0.00%
Abound Wealth Management	296	Jun 30, 26	+296	0.00%
CVA Family Office, LLC	205	Jun 30, 26	--	0.00%
Measured Wealth Private Client Group, LLC	191	Jun 30, 26	--	0.00%
Nova Wealth Management, Inc.	181	Jun 30, 26	--	0.00%
CALDWELL SUTTER CAPITAL, INC.	170	Jun 30, 26	--	0.00%
Godfrey Financial Associates, Inc.	163	Jun 30, 26	--	0.00%
AE Wealth Management LLC	142	Jun 30, 26	--	0.00%
Fort Vancouver Investment Management, LLC	132	Jun 30, 26	+108	0.00%
RICHARDSON FINANCIAL SERVICES INC.	110	Jun 30, 26	--	0.00%
N.E.W. Advisory Services LLC	106	Jun 30, 26	--	0.00%
Capital Advisors, Ltd. LLC	102	Jun 30, 26	--	0.00%
Heritage Wealth Advisors	96	Jun 30, 26	+96	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	90	Jun 30, 26	+90	0.00%
DELTA ASSET MANAGEMENT LLC/TN	85	Jun 30, 26	--	0.00%
Transamerica Financial Advisors, Inc.	78	Jun 30, 26	-56	0.00%
Caldwell Trust Co	40	Jun 30, 26	--	0.00%
BLAIR WILLIAM & CO/IL	30	Jun 30, 26	+30	0.00%
IFP Advisors, Inc	25	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	9	Jun 30, 26	+9	0.00%
LifeSteps Financial, Inc.	7	Jun 30, 26	+7	0.00%
Cape Investment Advisory, Inc.	3	Jun 30, 26	+3	0.00%
SageView Advisory Group, LLC	--	Jun 30, 26	-3.13K	--
Nalls Sherbakoff Group, LLC	--	Jun 30, 26	-900	--
EVOKE WEALTH, LLC	--	Jun 30, 26	-2.11K	--
Gateway Wealth Partners, LLC	--	Jun 30, 26	-5.65K	--
Retireful, LLC	--	Jun 30, 26	-6.07K	--
Capital Investment Advisory Services, LLC	--	Jun 30, 26	-74	--
FRANKLIN RESOURCES INC	--	Jun 30, 26	-222	--
SANDERS MORRIS HARRIS LLC	--	Jun 30, 26	-3.50K	--
Legacy Wealth Partners, LLC	--	Jun 30, 26	-15.37K	--
True Link Financial Advisors, LLC	--	Jun 30, 26	-905	--
ORLEANS CAPITAL MANAGEMENT CORP/LA	--	Jun 30, 26	-2.30K	--
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	--	Jun 30, 26	-6.51K	--
Northwest Bancshares, Inc.	--	Jun 30, 26	-7.82K	--
AdvisorNet Financial, Inc	--	Jun 30, 26	-89	--
VestGen Advisors, LLC	--	Jun 30, 26	-5.34K	--
HRT FINANCIAL LP	--	Jun 30, 26	-2.11K	--
LAZARD ASSET MANAGEMENT LLC	--	Jun 30, 26	-2.67K	--
Hanlon Investment Management, Inc.	--	Jun 30, 26	-4.73K	--
Mendota Financial Group, LLC	--	Jun 30, 26	-1.90K	--
StoneX Group Inc.	--	Jun 30, 26	-2.07K	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-17	--
VisionPoint Advisory Group, LLC	--	Jun 30, 26	-8.53K	--
PROFFITT & GOODSON INC	--	Jun 30, 26	-24.35K	--
RENAISSANCE TECHNOLOGIES LLC	--	Jun 30, 26	-8.60K	--
Ameritas Advisory Services, LLC	--	Jun 30, 26	-2.78K	--
Beaumont Capital Management, LLC	--	Jun 30, 26	-6.18K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-234	--
Golden State Equity Partners	--	Jun 30, 26	-502	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-2.33K	--
VANGUARD ADVISERS INC	--	Jun 30, 26	-9	--
Vantage Investment Partners, LLC	15.06K	Mar 31, 26	+465	0.04%
GM Advisory Group, Inc.	4.77K	Mar 31, 26	--	0.01%
U.S. Capital Wealth Advisors, LLC	2.13K	Mar 31, 26	+34	0.01%
CWM, LLC	1.45K	Mar 31, 26	--	0.00%
CIBC Private Wealth Group, LLC	1.26M	Dec 31, 25	+85.82K	3.54%
MERITAGE PORTFOLIO MANAGEMENT	46.41K	Dec 31, 25	+213	0.13%
COMERICA BANK	18.98K	Dec 31, 25	--	0.05%
SYNOVUS FINANCIAL CORP	576.66K	Sep 30, 25	+14.80K	1.61%
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	0.93%
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	0.72%
Cetera Advisors LLC	12.46K	Mar 31, 24	+12.46K	0.03%
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	0.31%
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	0.24%
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	0.11%
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%

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Holder

Date

Change

% Held

Choate Investment Advisors

2.26M

Jun 30, 26

+54.77K

6.33%

EASTERN BANK

1.61M

Jun 30, 26

-1.14M

4.50%

STIFEL FINANCIAL CORP

1.57M

Jun 30, 26

-210.92K

4.41%

BANK OF AMERICA CORP /DE/

1.51M

Jun 30, 26

+155.84K

4.23%

CIBC Bancorp USA Inc.

1.35M

Jun 30, 26

+16.83K

3.78%

Midwest Trust Co

1.35M

Jun 30, 26

+88.50K

3.78%

ENVESTNET ASSET MANAGEMENT INC

1.12M

Jun 30, 26

-6.79K

3.12%

KEYBANK NATIONAL ASSOCIATION/OH

996.75K

Jun 30, 26

+50.57K

2.79%

FIFTH THIRD BANCORP

977.59K

Jun 30, 26

-77.32K

2.74%

GERMAN AMERICAN BANCORP, INC.

941.74K

Jun 30, 26

+55.37K

2.64%

Envestnet Portfolio Solutions, Inc.

851.82K

Jun 30, 26

+692.45K

2.38%

FIRST CITIZENS BANK & TRUST CO

832.03K

Jun 30, 26

+662.55K

2.33%

PNC FINANCIAL SERVICES GROUP, INC.

752.40K

Jun 30, 26

+47.40K

2.11%

Bank of New York Mellon Corp

740.42K

Jun 30, 26

+83.47K

2.07%

Pinnacle Financial Partners, Inc.

702.75K

Jun 30, 26

+90.66K

1.97%

UMB Bank, n.a.

582.56K

Jun 30, 26

-30.55K

1.63%

D L CARLSON INVESTMENT GROUP INC

552.15K

Jun 30, 26

+44.08K

1.55%

JPMORGAN CHASE & CO

538.41K

Jun 30, 26

+26.20K

1.51%

TRUST CO OF VIRGINIA /VA

474.80K

Jun 30, 26

+12.22K

1.33%

DT Investment Partners, LLC

428.82K

Jun 30, 26

+36.76K

1.20%

HOWE & RUSLING INC

411.98K

Jun 30, 26

+17.29K

1.15%

BlackRock, Inc.

397.06K

Jun 30, 26

-2.57K

1.11%

HORIZON BANCORP INC /IN/

295.37K

Jun 30, 26

-2.93K

0.83%

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

286.46K

Jun 30, 26

0.80%

SOUTHERN MICHIGAN BANK & TRUST

281.92K

Jun 30, 26

+474

0.79%

Alaska Permanent Capital Management

273.63K

Jun 30, 26

+16.92K

0.77%

OARSMAN CAPITAL, INC.

267.50K

Jun 30, 26

-19.23K

0.75%

ROYAL BANK OF CANADA

266.06K

Jun 30, 26

+9.08K

0.74%

US BANCORP \DE\

263.58K

Jun 30, 26

-16.36K

0.74%

AMERIPRISE FINANCIAL INC

262.87K

Jun 30, 26

+42.73K

0.74%

Allianz Asset Management GmbH

261.43K

Jun 30, 26

+6.42K

0.73%

Strategic Financial Services, Inc,

259.17K

Jun 30, 26

-12.68K

0.73%

MORGAN STANLEY

258.86K

Jun 30, 26

-15.16K

0.72%

MERIDIAN MANAGEMENT CO

230.31K

Jun 30, 26

+184

0.64%

FIRST NATIONAL BANK OF OMAHA

217.03K

Jun 30, 26

-10.52K

0.61%

Cetera Investment Advisers

215.13K

Jun 30, 26

-4.20K

0.60%

WELLS FARGO & COMPANY/MN

211.83K

Jun 30, 26

-52.03K

0.59%

LPL Financial LLC

210.25K

Jun 30, 26

+1.63K

0.59%

M&T BANK CORP

206.37K

Jun 30, 26

+43.51K

0.58%

CAPTRUST FINANCIAL ADVISORS

188.63K

Jun 30, 26

-173

0.53%

BESSEMER GROUP INC

173.20K

Jun 30, 26

-45.34K

0.48%

WASHINGTON TRUST Co

168.82K

Jun 30, 26

+1.42K

0.47%

WEBSTER BANK, N. A.

163.82K

Jun 30, 26

+11.33K

0.46%

Miracle Mile Advisors, LLC

152.82K

Jun 30, 26

+5.04K

0.43%

GREENWOOD CAPITAL ASSOCIATES LLC

141.13K

Jun 30, 26

+2.47K

0.40%

BOKF, NA

139.27K

Jun 30, 26

0.39%

Badgley Phelps Wealth Managers, LLC

137.10K

Jun 30, 26

+13.78K

0.38%

FLPUTNAM INVESTMENT MANAGEMENT CO

130.60K

Jun 30, 26

-30.72K

0.37%

GREENLEAF TRUST

119.74K

Jun 30, 26

-6.76K

0.34%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

116.37K

Jun 30, 26

+1.92K

0.33%

LOWE BROCKENBROUGH & CO INC

115.46K

Jun 30, 26

+2.23K

0.32%

Community Financial Services Group, LLC

113.89K

Jun 30, 26

+3.35K

0.32%

Sepio Capital, LP

108.90K

Jun 30, 26

+28.17K

0.30%

Cambridge Investment Research Advisors, Inc.

107.17K

Jun 30, 26

+19.66K

0.30%

RMB Capital Management, LLC

106.91K

Jun 30, 26

+92.67K

0.30%

SVB WEALTH LLC

102.04K

Jun 30, 26

+30.81K

0.29%

DAVENPORT & Co LLC

101.28K

Jun 30, 26

-136.57K

0.28%

Argent Trust Co

92.64K

Jun 30, 26

+20.47K

0.26%

Independent Solutions Wealth Management, LLC

90.93K

Jun 30, 26

+671

0.25%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

88.44K

Jun 30, 26

+10.70K

0.25%

Bank of New Hampshire

80.32K

Jun 30, 26

-8.56K

0.22%

CITADEL ADVISORS LLC

78.68K

Jun 30, 26

-50.71K

0.22%

BANK OF MONTREAL /CAN/

78.41K

Jun 30, 26

-3.32K

0.22%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

77.56K

Jun 30, 26

+60.08K

0.22%

HANTZ FINANCIAL SERVICES, INC.

75.13K

Jun 30, 26

-10.07K

0.21%

C M BIDWELL & ASSOCIATES LTD

74.12K

Jun 30, 26

+3.94K

0.21%

UBS Group AG

72.79K

Jun 30, 26

-26.87K

0.20%

COMMERCE BANK

66.75K

Jun 30, 26

+6.67K

0.19%

TRUIST FINANCIAL CORP

65.75K

Jun 30, 26

+12.89K

0.18%

Koss-Olinger Consulting, LLC

65.02K

Jun 30, 26

-86.10K

0.18%

AMG National Trust Bank

61.53K

Jun 30, 26

-11.55K

0.17%

CHOREO, LLC

61.46K

Jun 30, 26

0.17%

TUCKER ASSET MANAGEMENT LLC

61.42K

Jun 30, 26

-2.49K

0.17%

FIRST NATIONAL TRUST CO

60.80K

Jun 30, 26

+2.04K

0.17%

Bryn Mawr Capital Management, LLC

58.54K

Jun 30, 26

-1.67K

0.16%

OneAscent Financial Services LLC

57.58K

Jun 30, 26

+643

0.16%

ISTHMUS PARTNERS, LLC

56.44K

Jun 30, 26

-1.15K

0.16%

NewEdge Advisors, LLC

55.55K

Jun 30, 26

+4.79K

0.16%

Johnson Financial Group, Inc.

55.44K

Jun 30, 26

-74

0.16%

MAIMON WEALTH MANAGEMENT LTD.

54.77K

Jun 30, 26

+7.23K

0.15%

Atria Investments, Inc

51.95K

Jun 30, 26

-3.62K

0.15%

Sequoia Financial Advisors, LLC

50.65K

Jun 30, 26

-2.14K

0.14%

Trail Ridge Investment Advisors, LLC

50.19K

Jun 30, 26

+2.63K

0.14%

Private Advisor Group, LLC

50.10K

Jun 30, 26

-13.39K

0.14%

ADVISOR GROUP HOLDINGS, INC.

49.48K

Jun 30, 26

-2.02K

0.14%

RAYMOND JAMES FINANCIAL INC

49.45K

Jun 30, 26

+21.64K

0.14%

New Hampshire Trust

49.00K

Jun 30, 26

+1.51K

0.14%

Connecticut Wealth Management, LLC

48.77K

Jun 30, 26

+5.13K

0.14%

WHITTIER TRUST CO

46.99K

Jun 30, 26

-373

0.13%

UNION SAVINGS BANK

45.11K

Jun 30, 26

+3.80K

0.13%

HSBC HOLDINGS PLC

45.01K

Jun 30, 26

+1.58K

0.13%

Patriot Financial Group Insurance Agency, LLC

44.55K

Jun 30, 26

-41.63K

0.12%

MASSMUTUAL TRUST CO FSB/ADV

43.57K

Jun 30, 26

+1.49K

0.12%

Gilbert Capital Group, Inc.

41.85K

Jun 30, 26

-1.15K

0.12%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

41.64K

Jun 30, 26

-7.35K

0.12%

Atwater Malick LLC

40.79K

Jun 30, 26

+26.81K

0.11%

Baird Financial Group, Inc.

40.41K

Jun 30, 26

+2.02K

0.11%

WESBANCO BANK INC

35.69K

Jun 30, 26

+13.25K

0.10%

Patten Group, Inc.

34.51K

Jun 30, 26

-1.08K

0.10%

Haverford Trust Co

33.95K

Jun 30, 26

+1.32K

0.10%

GOLDMAN SACHS GROUP INC

33.87K

Jun 30, 26

+2.30K

0.09%

HighTower Advisors, LLC

33.78K

Jun 30, 26

-2.57K

0.09%

1ST SOURCE BANK

33.62K

Jun 30, 26

-9.68K

0.09%

FIRST AMERICAN TRUST, FSB

33.47K

Jun 30, 26

-5.76K

0.09%

MONTAG A & ASSOCIATES INC

31.00K

Jun 30, 26

+2.01K

0.09%

JOHNSON INVESTMENT COUNSEL INC

29.83K

Jun 30, 26

-45

0.08%

WHITTIER TRUST CO OF NEVADA INC

28.95K

Jun 30, 26

-108

0.08%

COURIER CAPITAL LLC

27.03K

Jun 30, 26

-1.82K

0.08%

Advocacy Wealth Management Services, LLC

26.54K

Jun 30, 26

-14

0.07%

Madison Asset Management, LLC

26.48K

Jun 30, 26

+15.33K

0.07%

Wealthstar Advisors, LLC

25.69K

Jun 30, 26

-445

0.07%

Parallel Advisors, LLC

25.53K

Jun 30, 26

+25.16K

0.07%

Global Retirement Partners, LLC

25.09K

Jun 30, 26

+25.09K

0.07%

Opal Wealth Advisors, LLC

23.10K

Jun 30, 26

+2.29K

0.06%

GAMMA Investing LLC

21.98K

Jun 30, 26

+14.57K

0.06%

ALESCO ADVISORS LLC

21.50K

Jun 30, 26

+1.94K

0.06%

JANE STREET GROUP, LLC

20.98K

Jun 30, 26

-25.45K

0.06%

COMMONWEALTH EQUITY SERVICES, LLC

20.66K

Jun 30, 26

-906

0.06%

Trajan Wealth LLC

19.97K

Jun 30, 26

-1.58K

0.06%

Heritage Trust Co

19.87K

Jun 30, 26

+2.59K

0.06%

REGIONS FINANCIAL CORP

19.59K

Jun 30, 26

-10.57K

0.05%

Unified Investment Management

19.29K

Jun 30, 26

+80

0.05%

Colony Group, LLC

19.23K

Jun 30, 26

+1.68K

0.05%

Koshinski Asset Management, Inc.

19.08K

Jun 30, 26

+5.54K

0.05%

Bigelow Investment Advisors, LLC

19.03K

Jun 30, 26

+1.48K

0.05%

Integrated Wealth Concepts LLC

16.32K

Jun 30, 26

+6.21K

0.05%

Betterment LLC

16.19K

Jun 30, 26

+2.37K

0.05%

Dana Investment Advisors, Inc.

15.38K

Jun 30, 26

+29

0.04%

Advisor OS, LLC

15.18K

Jun 30, 26

+6.75K

0.04%

First Financial Bank - Trust Division

13.91K

Jun 30, 26

-4.39K

0.04%

Legacy Private Trust Co.

13.87K

Jun 30, 26

-6.94K

0.04%

Cerity Partners LLC

13.07K

Jun 30, 26

-6.08K

0.04%

MML INVESTORS SERVICES, LLC

12.72K

Jun 30, 26

+1.87K

0.04%

Centennial Bank/AR/

12.55K

Jun 30, 26

+701

0.04%

Capital Investment Services of America, Inc.

12.39K

Jun 30, 26

-2.52K

0.03%

First County Bank /CT/

12.35K

Jun 30, 26

+376

0.03%

BRYN MAWR TRUST Co

12.08K

Jun 30, 26

-5.44K

0.03%

CITIGROUP INC

12.05K

Jun 30, 26

+96

0.03%

Advisory Services Network, LLC

12.03K

Jun 30, 26

+1.02K

0.03%

HANCOCK WHITNEY CORP

11.82K

Jun 30, 26

-312

0.03%

MITCHELL SINKLER & STARR/PA

11.43K

Jun 30, 26

0.03%

Adelphi Trust Co

10.85K

Jun 30, 26

+4.15K

0.03%

OLD NATIONAL BANCORP /IN/

10.47K

Jun 30, 26

-4.25K

0.03%

Severin Investments, LLC

10.35K

Jun 30, 26

+436

0.03%

BROWN ADVISORY INC

10.31K

Jun 30, 26

-1.87K

0.03%

Mariner, LLC

10.30K

Jun 30, 26

+7.88K

0.03%

AXXCESS WEALTH MANAGEMENT, LLC

10.29K

Jun 30, 26

+10.29K

0.03%

Darwin Wealth Management, LLC

10.29K

Jun 30, 26

+304

0.03%

Azimuth Capital Investment Management LLC

9.78K

Jun 30, 26

+70

0.03%

MERCER GLOBAL ADVISORS INC /ADV

9.60K

Jun 30, 26

+3.05K

0.03%

JIM SAULNIER & ASSOCIATES, LLC

9.59K

Jun 30, 26

-18.38K

0.03%

WEDBUSH SECURITIES INC

9.51K

Jun 30, 26

+109

0.03%

Bangor Savings Bank

9.38K

Jun 30, 26

-94

0.03%

Ascent Group, LLC

9.24K

Jun 30, 26

+2.30K

0.03%

SSA SWISS ADVISORS AG

8.91K

Jun 30, 26

0.02%

McLaughlin Asset Management, Inc.

8.51K

Jun 30, 26

-161

0.02%

Ancora Advisors, LLC

8.43K

Jun 30, 26

-48

0.02%

Resources Investment Advisors, LLC.

8.41K

Jun 30, 26

-6.38K

0.02%

Aviance Capital Partners, LLC

8.40K

Jun 30, 26

-45

0.02%

Wealthspire Advisors, LLC

8.06K

Jun 30, 26

+4.77K

0.02%

Simmons Bank

7.98K

Jun 30, 26

-1.77K

0.02%

OPPENHEIMER & CO INC

7.89K

Jun 30, 26

+580

0.02%

Cypress Capital Group

7.50K

Jun 30, 26

+7.50K

0.02%

WILEY BROS.-AINTREE CAPITAL, LLC

7.41K

Jun 30, 26

-523

0.02%

Global Endowment Management, LP

6.87K

Jun 30, 26

+1.10K

0.02%

PETTYJOHN, WOOD & WHITE, INC

6.69K

Jun 30, 26

+1.13K

0.02%

JAMES INVESTMENT RESEARCH INC

6.56K

Jun 30, 26

-697

0.02%

Indiana Trust & Investment Management CO

6.45K

Jun 30, 26

+1.80K

0.02%

Prospera Financial Services Inc

6.40K

Jun 30, 26

-1.20K

0.02%

PRIVATE TRUST CO NA

6.31K

Jun 30, 26

0.02%

Janney Montgomery Scott LLC

6.21K

Jun 30, 26

+160

0.02%

CITIZENS FINANCIAL GROUP INC/RI

5.93K

Jun 30, 26

-65

0.02%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

5.89K

Jun 30, 26

-6.74K

0.02%

Waverly Advisors, LLC

5.86K

Jun 30, 26

-500

0.02%

J.W. COLE ADVISORS, INC.

5.85K

Jun 30, 26

+5.85K

0.02%

RAFFA WEALTH MANAGEMENT, LLC

5.68K

Jun 30, 26

0.02%

Integrated Advisors Network LLC

5.63K

Jun 30, 26

-64

0.02%

JONES FINANCIAL COMPANIES LLLP

5.08K

Jun 30, 26

-499

0.01%

MIDLAND WEALTH ADVISORS LLC

4.84K

Jun 30, 26

-152

0.01%

ASSETMARK, INC

4.80K

Jun 30, 26

-273.52K

0.01%

High Probability Advisors, LLC

4.80K

Jun 30, 26

0.01%

Farther Finance Advisors, LLC

4.74K

Jun 30, 26

+41

0.01%

Clearstead Advisors, LLC

4.71K

Jun 30, 26

+30

0.01%

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN

4.69K

Jun 30, 26

+4.69K

0.01%

FIRST MERCHANTS CORP

4.62K

Jun 30, 26

-19.34K

0.01%

CFS Investment Advisory Services, LLC

4.61K

Jun 30, 26

+4.61K

0.01%

Vestmark Advisory Solutions, Inc.

4.59K

Jun 30, 26

+624

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

4.59K

Jun 30, 26

-1.08K

0.01%

Paradigm Financial Partners, LLC

4.56K

Jun 30, 26

+439

0.01%

Advisory Alpha, LLC

4.41K

Jun 30, 26

-176

0.01%

Compass Ion Advisors, LLC

4.35K

Jun 30, 26

-124

0.01%

Pensionmark Financial Group, LLC

4.35K

Jun 30, 26

0.01%

PRINCIPAL SECURITIES, INC.

4.24K

Jun 30, 26

-2.43K

0.01%

FC Advisory LLC

4.17K

Jun 30, 26

+252

0.01%

Security Financial Services, INC.

4.09K

Jun 30, 26

+4.09K

0.01%

Park Place Capital Corp

4.00K

Jun 30, 26

0.01%

Renasant Bank

4.00K

Jun 30, 26

0.01%

NBT BANK N A /NY

3.90K

Jun 30, 26

0.01%

Curbstone Financial Management Corp

3.84K

Jun 30, 26

+3.84K

0.01%

Ballentine Capital Advisors, Inc

3.81K

Jun 30, 26

-684

0.01%

Stonebridge Financial Group, LLC

3.52K

Jun 30, 26

-239

0.01%

Schwab Charitable Fund

3.47K

Jun 30, 26

+468

0.01%

CI Private Wealth, LLC

3.41K

Jun 30, 26

+273

0.01%

Cassia Capital Partners, LLC

3.32K

Jun 30, 26

+166

0.01%

Sanctuary Advisors, LLC

3.18K

Jun 30, 26

+3.18K

0.01%

Tactive Advisors, LLC

3.00K

Jun 30, 26

-843

0.01%

Stewardship Advisors, LLC

2.93K

Jun 30, 26

+69

0.01%

Rockefeller Capital Management L.P.

2.93K

Jun 30, 26

-1.25K

0.01%

HOGE FINANCIAL SERVICES, LLC

2.87K

Jun 30, 26

+34

0.01%

SRS Capital Advisors, Inc.

2.87K

Jun 30, 26

+2.87K

0.01%

GUIDANCE CAPITAL, INC

2.75K

Jun 30, 26

-119

0.01%

TSA Wealth Managment LLC

2.68K

Jun 30, 26

+2.68K

0.01%

CAPE ANN SAVINGS BANK

2.67K

Jun 30, 26

-99

0.01%

ZWJ INVESTMENT COUNSEL INC

2.67K

Jun 30, 26

0.01%

Mount Yale Investment Advisors, LLC

2.56K

Jun 30, 26

+624

0.01%

BBR PARTNERS, LLC

2.51K

Jun 30, 26

0.01%

COMMON FUND FOR NONPROFIT ORGANIZATIONS

2.46K

Jun 30, 26

0.01%

Brinker Capital Investments, LLC

2.44K

Jun 30, 26

+94

0.01%

Creative Planning

2.43K

Jun 30, 26

-3.13K

0.01%

Wiser Wealth Management, Inc

2.35K

Jun 30, 26

+2.35K

0.01%

MISSION WEALTH MANAGEMENT, LP

2.25K

Jun 30, 26

+22

0.01%

Alternative Investment Advisors, LLC.

2.25K

Jun 30, 26

+144

0.01%

TD PRIVATE CLIENT WEALTH LLC

2.16K

Jun 30, 26

+1.49K

0.01%

Continuum Advisory, LLC

2.16K

Jun 30, 26

0.01%

Horst & Graben Wealth Management LLC

2.07K

Jun 30, 26

+2.07K

0.01%

D.A. DAVIDSON & CO.

2.02K

Jun 30, 26

0.01%

LEVEL FOUR ADVISORY SERVICES, LLC

1.95K

Jun 30, 26

+1.95K

0.01%

Diversified Enterprises, LLC

1.95K

Jun 30, 26

+60

0.01%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

1.92K

Jun 30, 26

0.01%

Qube Research & Technologies Ltd

1.83K

Jun 30, 26

+1.83K

0.01%

HUNTINGTON NATIONAL BANK

1.78K

Jun 30, 26

-177

0.00%

Coastline Trust Co

1.48K

Jun 30, 26

+1.48K

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

1.35K

Jun 30, 26

0.00%

TFC Financial Management, Inc.

1.34K

Jun 30, 26

+141

0.00%

CNB Bank

1.32K

Jun 30, 26

+48

0.00%

Kennebec Savings Bank

1.31K

Jun 30, 26

0.00%

Ashton Thomas Private Wealth, LLC

1.19K

Jun 30, 26

+655

0.00%

Steward Partners Investment Advisory, LLC

1.16K

Jun 30, 26

0.00%

SOUTH PLAINS FINANCIAL, INC.

1.12K

Jun 30, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

1.07K

Jun 30, 26

+878

0.00%

FMR LLC

980

Jun 30, 26

+55

0.00%

Steigerwald, Gordon & Koch Inc.

877

Jun 30, 26

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

863

Jun 30, 26

0.00%

TRUST CO OF VERMONT

844

Jun 30, 26

+844

0.00%

Aventura Private Wealth, LLC

786

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

625

Jun 30, 26

0.00%

Westfuller Advisors, LLC

621

Jun 30, 26

+621

0.00%

Hartford Financial Management Inc.

469

Jun 30, 26

+469

0.00%

JFS WEALTH ADVISORS, LLC

408

Jun 30, 26

0.00%

Colonial Trust Advisors

403

Jun 30, 26

0.00%

MATHER GROUP, LLC.

350

Jun 30, 26

+350

0.00%

CoreCap Advisors, LLC

328

Jun 30, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

314

Jun 30, 26

0.00%

Abound Wealth Management

296

Jun 30, 26

+296

0.00%

CVA Family Office, LLC

205

Jun 30, 26

0.00%

Measured Wealth Private Client Group, LLC

191

Jun 30, 26

0.00%

Nova Wealth Management, Inc.

181

Jun 30, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

170

Jun 30, 26

0.00%

Godfrey Financial Associates, Inc.

163

Jun 30, 26

0.00%

AE Wealth Management LLC

142

Jun 30, 26

0.00%

Fort Vancouver Investment Management, LLC

132

Jun 30, 26

+108

0.00%

RICHARDSON FINANCIAL SERVICES INC.

110

Jun 30, 26

0.00%

N.E.W. Advisory Services LLC

106

Jun 30, 26

0.00%

Capital Advisors, Ltd. LLC

102

Jun 30, 26

0.00%

Heritage Wealth Advisors

Jun 30, 26

+96

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

Jun 30, 26

+90

0.00%

DELTA ASSET MANAGEMENT LLC/TN

Jun 30, 26

0.00%

Transamerica Financial Advisors, Inc.

Jun 30, 26

-56

0.00%

Caldwell Trust Co

Jun 30, 26

0.00%

BLAIR WILLIAM & CO/IL

Jun 30, 26

+30

0.00%

IFP Advisors, Inc

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

0.00%

LifeSteps Financial, Inc.

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

Jun 30, 26

0.00%

SageView Advisory Group, LLC

Jun 30, 26

-3.13K

Nalls Sherbakoff Group, LLC

Jun 30, 26

-900

EVOKE WEALTH, LLC

Jun 30, 26

-2.11K

Gateway Wealth Partners, LLC

Jun 30, 26

-5.65K

Retireful, LLC

Jun 30, 26

-6.07K

Capital Investment Advisory Services, LLC

Jun 30, 26

-74

FRANKLIN RESOURCES INC

Jun 30, 26

-222

SANDERS MORRIS HARRIS LLC

Jun 30, 26

-3.50K

Legacy Wealth Partners, LLC

Jun 30, 26

-15.37K

True Link Financial Advisors, LLC

Jun 30, 26

-905

ORLEANS CAPITAL MANAGEMENT CORP/LA

Jun 30, 26

-2.30K

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Jun 30, 26

-6.51K

Northwest Bancshares, Inc.

Jun 30, 26

-7.82K

AdvisorNet Financial, Inc

Jun 30, 26

-89

VestGen Advisors, LLC

Jun 30, 26

-5.34K

HRT FINANCIAL LP

Jun 30, 26

-2.11K

LAZARD ASSET MANAGEMENT LLC

Jun 30, 26

-2.67K

Hanlon Investment Management, Inc.

Jun 30, 26

-4.73K

Mendota Financial Group, LLC

Jun 30, 26

-1.90K

StoneX Group Inc.

Jun 30, 26

-2.07K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-17

VisionPoint Advisory Group, LLC

Jun 30, 26

-8.53K

PROFFITT & GOODSON INC

Jun 30, 26

-24.35K

RENAISSANCE TECHNOLOGIES LLC

Jun 30, 26

-8.60K

Ameritas Advisory Services, LLC

Jun 30, 26

-2.78K

Beaumont Capital Management, LLC

Jun 30, 26

-6.18K

Sound Income Strategies, LLC

Jun 30, 26

-234

Golden State Equity Partners

Jun 30, 26

-502

Tower Research Capital LLC (TRC)

Jun 30, 26

-2.33K

VANGUARD ADVISERS INC

Jun 30, 26

-9

Vantage Investment Partners, LLC

15.06K

Mar 31, 26

+465

0.04%

GM Advisory Group, Inc.

4.77K

Mar 31, 26

0.01%

U.S. Capital Wealth Advisors, LLC

2.13K

Mar 31, 26

+34

0.01%

CWM, LLC

1.45K

Mar 31, 26

0.00%

CIBC Private Wealth Group, LLC

1.26M

Dec 31, 25

+85.82K

3.54%

MERITAGE PORTFOLIO MANAGEMENT

46.41K

Dec 31, 25

+213

0.13%

COMERICA BANK

18.98K

Dec 31, 25

0.05%

SYNOVUS FINANCIAL CORP

576.66K

Sep 30, 25

+14.80K

1.61%

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

0.01%

Legacy Investment Solutions, LLC

Jun 30, 25

+17

0.00%

Parkworth Wealth Management, Inc.

Jun 30, 25

0.00%

Aveo Capital Partners, LLC

Mar 31, 25

-36.14K

Sandy Spring Bank

Mar 31, 25

-29

Bray Capital Advisors

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

0.93%

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

0.72%

Cetera Advisors LLC

12.46K

Mar 31, 24

+12.46K

0.03%

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

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

0.31%

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

0.24%

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

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

Mar 31, 15

-1.37K

0.00%

Placemark Investments, Inc.

40.92K

Dec 31, 14

-2.23K

0.11%

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%