Abrdn Healthcare Investors(HQH)

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Abrdn Healthcare Investors(HQH)

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HQH(HQH)

HQH

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Institutional Ownership

Top 188 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	4.47M	Jun 30, 26	-60.42K	7.81%
RAYMOND JAMES FINANCIAL INC	1.23M	Jun 30, 26	+35.04K	2.15%
Penserra Capital Management LLC	1.19M	Jun 30, 26	+45.59K	2.09%
Advisors Asset Management, Inc.	665.48K	Jun 30, 26	+88.24K	1.16%
LPL Financial LLC	582.88K	Jun 30, 26	+30.49K	1.02%
ROYAL BANK OF CANADA	524.78K	Jun 30, 26	+5.11K	0.92%
AMERIPRISE FINANCIAL INC	465.77K	Jun 30, 26	-926	0.81%
NEEDHAM INVESTMENT MANAGEMENT LLC	320.82K	Jun 30, 26	+9.54K	0.56%
Z3 Capital Partners, LLC	230.45K	Jun 30, 26	+3.08K	0.40%
BANK OF AMERICA CORP /DE/	226.30K	Jun 30, 26	+629	0.40%
Janney Montgomery Scott LLC	214.30K	Jun 30, 26	+9.06K	0.37%
NewEdge Advisors, LLC	164.51K	Jun 30, 26	+12.77K	0.29%
Samalin Investment Counsel, LLC	154.62K	Jun 30, 26	+28.77K	0.27%
UBS Group AG	133.04K	Jun 30, 26	+4.11K	0.23%
Kestra Advisory Services, LLC	131.80K	Jun 30, 26	+3.41K	0.23%
ADVISOR GROUP HOLDINGS, INC.	131.57K	Jun 30, 26	+1.69K	0.23%
Invesco Ltd.	121.52K	Jun 30, 26	+8.98K	0.21%
OPPENHEIMER & CO INC	116.30K	Jun 30, 26	-324	0.20%
FIRST TRUST ADVISORS LP	114.79K	Jun 30, 26	+8.86K	0.20%
Smith Asset Management Co., LLC	112.72K	Jun 30, 26	-2.54K	0.20%
Steward Partners Investment Advisory, LLC	101.99K	Jun 30, 26	+17.65K	0.18%
NWF Advisory Services Inc.	98.51K	Jun 30, 26	-2.26K	0.17%
COHEN & STEERS, INC.	89.57K	Jun 30, 26	--	0.16%
Cambridge Investment Research Advisors, Inc.	87.28K	Jun 30, 26	+4.63K	0.15%
Rockefeller Capital Management L.P.	86.49K	Jun 30, 26	+56.65K	0.15%
COMMONWEALTH EQUITY SERVICES, LLC	76.37K	Jun 30, 26	+950	0.13%
Sage Capital Management, LLC	73.81K	Jun 30, 26	+11.33K	0.13%
Private Advisor Group, LLC	61.34K	Jun 30, 26	+5.63K	0.11%
Cetera Investment Advisers	60.06K	Jun 30, 26	-22.54K	0.11%
NORTHERN TRUST CORP	57.97K	Jun 30, 26	+1.48K	0.10%
GUGGENHEIM CAPITAL LLC	56.86K	Jun 30, 26	+12.52K	0.10%
EVOLVE PRIVATE WEALTH, LLC	53.46K	Jun 30, 26	-3.78K	0.09%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	51.95K	Jun 30, 26	--	0.09%
STEPHENS INC /AR/	46.19K	Jun 30, 26	+22.57K	0.08%
WEDBUSH SECURITIES INC	46.10K	Jun 30, 26	+12.32K	0.08%
Triumph Capital Management	45.51K	Jun 30, 26	+567	0.08%
AlphaCore Capital LLC	42.95K	Jun 30, 26	+873	0.08%
AE Wealth Management LLC	41.80K	Jun 30, 26	-5.95K	0.07%
MGO ONE SEVEN LLC	40.23K	Jun 30, 26	+40.23K	0.07%
Baird Financial Group, Inc.	39.99K	Jun 30, 26	-32.94K	0.07%
Cyndeo Wealth Partners, LLC	38.31K	Jun 30, 26	--	0.07%
Pensionmark Financial Group, LLC	34.26K	Jun 30, 26	-525	0.06%
Abel Hall, LLC	33.00K	Jun 30, 26	--	0.06%
Closed-End Fund Advisors, Inc.	32.29K	Jun 30, 26	-5.72K	0.06%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	31.12K	Jun 30, 26	-1.37K	0.05%
HighTower Advisors, LLC	30.52K	Jun 30, 26	+545	0.05%
WELLS FARGO & COMPANY/MN	27.81K	Jun 30, 26	+720	0.05%
Atomi Financial Group, Inc.	23.59K	Jun 30, 26	+6.30K	0.04%
JANE STREET GROUP, LLC	23.29K	Jun 30, 26	+23.29K	0.04%
WESPAC Advisors, LLC	23.15K	Jun 30, 26	+293	0.04%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	19.76K	Jun 30, 26	+19.76K	0.03%
Sage Capital Advisors,llc	19.73K	Jun 30, 26	+439	0.03%
Mariner, LLC	18.63K	Jun 30, 26	+693	0.03%
Capital Investment Advisory Services, LLC	18.33K	Jun 30, 26	+223	0.03%
BENJAMIN EDWARDS INC	17.88K	Jun 30, 26	+1.00K	0.03%
Turner Financial Group, Inc.	17.65K	Jun 30, 26	+17.65K	0.03%
UHLMANN PRICE SECURITIES, LLC	17.41K	Jun 30, 26	-9.08K	0.03%
Creative Planning	14.91K	Jun 30, 26	+239	0.03%
Harbour Wealth Management Group, Inc.	14.60K	Jun 30, 26	+64	0.03%
STIFEL FINANCIAL CORP	14.27K	Jun 30, 26	-501	0.02%
ENVESTNET ASSET MANAGEMENT INC	14.14K	Jun 30, 26	-20.71K	0.02%
M&T BANK CORP	13.86K	Jun 30, 26	+13.86K	0.02%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	13.72K	Jun 30, 26	-7.20K	0.02%
VISTA INVESTMENT PARTNERS II, LLC	13.15K	Jun 30, 26	--	0.02%
XTX Topco Ltd	12.71K	Jun 30, 26	-11.76K	0.02%
EXCEL SECURITIES & ASSOCIATES, INC.	11.94K	Jun 30, 26	+350	0.02%
Concorde Asset Management, LLC	11.92K	Jun 30, 26	+437	0.02%
Kovack Advisors, Inc.	11.77K	Jun 30, 26	+344	0.02%
CoreCap Advisors, LLC	11.49K	Jun 30, 26	+2.88K	0.02%
Allworth Financial LP	11.42K	Jun 30, 26	+272	0.02%
Advisory Advocates, LLC	11.27K	Jun 30, 26	+11.27K	0.02%
INDEPENDENT FINANCIAL GROUP, LLC	11.06K	Jun 30, 26	-2.00K	0.02%
WILEY BROS.-AINTREE CAPITAL, LLC	10.59K	Jun 30, 26	+53	0.02%
Equitable Holdings, Inc.	10.39K	Jun 30, 26	-663	0.02%
Moors & Cabot, Inc.	10.20K	Jun 30, 26	-268	0.02%
Lido Advisors, LLC	10.05K	Jun 30, 26	+10.05K	0.02%
180 WEALTH ADVISORS, LLC	9.98K	Jun 30, 26	+9.98K	0.02%
MOODY LYNN & LIEBERSON, LLC	9.66K	Jun 30, 26	+9.66K	0.02%
WNY Asset Management, LLC	9.54K	Jun 30, 26	-4.68K	0.02%
Atlantic Union Bankshares Corp	7.40K	Jun 30, 26	--	0.01%
FIFTH THIRD BANCORP	6.94K	Jun 30, 26	+31	0.01%
Ameritas Advisory Services, LLC	6.80K	Jun 30, 26	+6.80K	0.01%
Integrated Wealth Concepts LLC	6.77K	Jun 30, 26	+6.77K	0.01%
ROTHSCHILD INVESTMENT LLC	6.64K	Jun 30, 26	+197	0.01%
MERCER GLOBAL ADVISORS INC /ADV	6.08K	Jun 30, 26	-4.29K	0.01%
IFG Advisory, LLC	5.15K	Jun 30, 26	+5.15K	0.01%
EverSource Wealth Advisors, LLC	5.00K	Jun 30, 26	--	0.01%
Global Retirement Partners, LLC	4.53K	Jun 30, 26	+4.53K	0.01%
CULLEN/FROST BANKERS, INC.	4.40K	Jun 30, 26	--	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.08K	Jun 30, 26	-209	0.01%
US BANCORP \DE\	3.44K	Jun 30, 26	+1.19K	0.01%
SOA Wealth Advisors, LLC.	3.27K	Jun 30, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	3.05K	Jun 30, 26	+1	0.01%
North Star Investment Management Corp.	2.67K	Jun 30, 26	--	0.00%
SRS Capital Advisors, Inc.	2.65K	Jun 30, 26	+2.65K	0.00%
Costello Asset Management, INC	2.34K	Jun 30, 26	+19	0.00%
Farther Finance Advisors, LLC	2.33K	Jun 30, 26	+1.00K	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	2.02K	Jun 30, 26	--	0.00%
Millstone Evans Group, LLC	2.00K	Jun 30, 26	+59	0.00%
Bollard Group LLC	1.51K	Jun 30, 26	+94	0.00%
Pinnacle Wealth Planning Services, Inc.	1.49K	Jun 30, 26	-264	0.00%
Kennebec Savings Bank	1.29K	Jun 30, 26	+1.29K	0.00%
Key FInancial Inc	1.28K	Jun 30, 26	+38	0.00%
Founders Capital Management	1.00K	Jun 30, 26	--	0.00%
Truvestments Capital LLC	764	Jun 30, 26	--	0.00%
WPG Advisers, LLC	710	Jun 30, 26	-110	0.00%
MONTAG A & ASSOCIATES INC	540	Jun 30, 26	--	0.00%
Spire Wealth Management	535	Jun 30, 26	--	0.00%
MATHER GROUP, LLC.	419	Jun 30, 26	+3	0.00%
CITIGROUP INC	320	Jun 30, 26	+9	0.00%
ABOUND FINANCIAL, LLC	276	Jun 30, 26	+8	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	245	Jun 30, 26	--	0.00%
Pinnacle Bancorp, Inc.	222	Jun 30, 26	+6	0.00%
Vision Retirement, LLC	212	Jun 30, 26	+6	0.00%
ASSETMARK, INC	173	Jun 30, 26	-19	0.00%
Nexus Investment Management ULC	101	Jun 30, 26	--	0.00%
Gen-Wealth Partners Inc	95	Jun 30, 26	--	0.00%
Geneos Wealth Management Inc.	72	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	54	Jun 30, 26	+51	0.00%
JONES FINANCIAL COMPANIES LLLP	52	Jun 30, 26	--	0.00%
JPMORGAN CHASE & CO	39	Jun 30, 26	-326	0.00%
Beaird Harris Wealth Management, LLC	38	Jun 30, 26	-347	0.00%
TRUST CO OF VERMONT	26	Jun 30, 26	+26	0.00%
CALDWELL SUTTER CAPITAL, INC.	25	Jun 30, 26	--	0.00%
Gunpowder Capital Management, LLC dba Oliver Wealth Management	3	Jun 30, 26	--	0.00%
Sound Income Strategies, LLC	--	Jun 30, 26	-4	--
Shaker Financial Services, LLC	--	Jun 30, 26	-16.26K	--
Independent Advisor Alliance	--	Jun 30, 26	-16.74K	--
BlackRock, Inc.	--	Jun 30, 26	-268	--
MAI Capital Management	--	Jun 30, 26	-1.03K	--
MILLENNIUM MANAGEMENT LLC	--	Jun 30, 26	-20.01K	--
Addison Advisors LLC	--	Jun 30, 26	-1	--
Advisory Services Network, LLC	--	Jun 30, 26	-4.75K	--
HIGHLINE WEALTH PARTNERS LLC	--	Jun 30, 26	-170	--
Root Financial Partners, LLC	--	Jun 30, 26	-146	--
Osbon Capital Management LLC	--	Jun 30, 26	-4.37K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-20.16K	--
DECISION INVESTMENTS, INC	--	Jun 30, 26	-10.86K	--
WOLVERINE ASSET MANAGEMENT LLC	--	Jun 30, 26	-23.91K	--
PNC FINANCIAL SERVICES GROUP, INC.	--	Jun 30, 26	-828	--
Sunbelt Securities, Inc.	1.88K	Mar 31, 26	--	0.00%
BROWN, LISLE/CUMMINGS, INC.	1.66K	Mar 31, 26	--	0.00%
CWM, LLC	125	Mar 31, 26	+125	0.00%
COMERICA BANK	6.76K	Dec 31, 25	-67	0.01%
Ransom Advisory, Ltd	1.08K	Dec 31, 25	--	0.00%
CIBC Private Wealth Group, LLC	303	Dec 31, 25	-397	0.00%
Moloney Securities Asset Management, LLC	12.08K	Sep 30, 25	+390	0.02%
Guerra Advisors Inc	2.10K	Sep 30, 25	+2.10K	0.00%
OPTIMUM INVESTMENT ADVISORS	1.35K	Sep 30, 25	--	0.00%
WETHERBY ASSET MANAGEMENT INC	--	Sep 30, 25	-19.44K	--
Raymond James Financial Services Advisors, Inc.	434.86K	Sep 30, 24	+176.67K	0.76%
RAYMOND JAMES & ASSOCIATES	355.20K	Sep 30, 24	+157.62K	0.62%
All Season Financial Advisors, Inc.	42.87K	Sep 30, 24	+20.84K	0.07%
NORTHWEST INVESTMENT COUNSELORS, LLC	3.04K	Sep 30, 24	+3.04K	0.01%
Naples Money Management LLC	--	Sep 30, 24	-5	--
BENJAMIN F. EDWARDS & COMPANY, INC.	9.43K	Jun 30, 24	-1.50K	0.02%
Cetera Advisors LLC	117.08K	Mar 31, 24	+117.08K	0.20%
Eudaimonia Partners, LLC	62.12K	Mar 31, 24	+3.00K	0.11%
Cetera Advisor Networks LLC	53.65K	Mar 31, 24	+7.77K	0.09%
Bartlett & Co. LLC	2.02K	Dec 31, 23	--	0.00%
Baystate Wealth Management LLC	1.23K	Dec 31, 23	+1.23K	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	12.06K	Sep 30, 23	-3.71K	0.02%
PIERSHALE FINANCIAL GROUP, INC.	922	Jun 30, 23	+20	0.00%
Ahrens Investment Partners LLC	1.90K	Mar 31, 23	+1.90K	0.00%
Claraphi Advisory Network, LLC	37.88K	Dec 31, 22	-12.19K	0.07%
Laurel Wealth Advisors, Inc.	14.90K	Dec 31, 22	+685	0.03%
American Portfolios Advisors	2.24K	Sep 30, 22	-558	0.00%
FourThought Financial, LLC	198	Sep 30, 22	+198	0.00%
B. Riley Wealth Management, Inc.	64.78K	Jun 30, 22	+47.93K	0.11%
Cordasco Financial Network	--	Jun 30, 22	-400	--
NEXT Financial Group, Inc	29.99K	Dec 31, 21	+2.68K	0.05%
REILLY FINANCIAL ADVISORS, LLC	1.00K	Dec 31, 21	+330	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	16.37K	Sep 30, 21	-1.90K	0.03%
BBVA USA	--	Sep 30, 21	-388	--
USCA RIA LLC	73.47K	Jun 30, 21	-385	0.13%
ROWLAND CARMICHAEL ADVISORS INC /ADV	14.38K	Dec 31, 20	-1.10K	0.03%
Winslow, Evans & Crocker, Inc.	85	Dec 31, 20	+85	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	54.31K	Dec 31, 19	+6.65K	0.09%
Advisor Group, Inc.	33.56K	Dec 31, 19	+8.09K	0.06%
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX	32.56K	Dec 31, 19	-6.83K	0.06%
BOSTON ADVISORS LLC	--	Sep 30, 19	-86.91K	--
Opera Trading Capital	--	Dec 31, 18	-20.94K	--
Commonwealth Equity Services, Inc	76.52K	Jun 30, 17	+6.17K	0.13%
MSI Financial Services Inc	4.22K	Dec 31, 16	-1.98K	0.01%
WESTPORT RESOURCES MANAGEMENT INC	6.90K	Sep 30, 16	+6.90K	0.01%
NEWGATE CAPITAL MANAGEMENT LLC	62.64K	Jun 30, 16	+23.90K	0.11%
J.P. Turner & Co Capital Mnagement, LLC	13.29K	Sep 30, 15	+13.29K	0.02%
BAIRD ROBERT W & CO INC /WI/	10.82K	Mar 31, 15	+10.82K	0.02%

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Holder

Date

Change

% Held

MORGAN STANLEY

4.47M

Jun 30, 26

-60.42K

7.81%

RAYMOND JAMES FINANCIAL INC

1.23M

Jun 30, 26

+35.04K

2.15%

Penserra Capital Management LLC

1.19M

Jun 30, 26

+45.59K

2.09%

Advisors Asset Management, Inc.

665.48K

Jun 30, 26

+88.24K

1.16%

LPL Financial LLC

582.88K

Jun 30, 26

+30.49K

1.02%

ROYAL BANK OF CANADA

524.78K

Jun 30, 26

+5.11K

0.92%

AMERIPRISE FINANCIAL INC

465.77K

Jun 30, 26

-926

0.81%

NEEDHAM INVESTMENT MANAGEMENT LLC

320.82K

Jun 30, 26

+9.54K

0.56%

Z3 Capital Partners, LLC

230.45K

Jun 30, 26

+3.08K

0.40%

BANK OF AMERICA CORP /DE/

226.30K

Jun 30, 26

+629

0.40%

Janney Montgomery Scott LLC

214.30K

Jun 30, 26

+9.06K

0.37%

NewEdge Advisors, LLC

164.51K

Jun 30, 26

+12.77K

0.29%

Samalin Investment Counsel, LLC

154.62K

Jun 30, 26

+28.77K

0.27%

UBS Group AG

133.04K

Jun 30, 26

+4.11K

0.23%

Kestra Advisory Services, LLC

131.80K

Jun 30, 26

+3.41K

0.23%

ADVISOR GROUP HOLDINGS, INC.

131.57K

Jun 30, 26

+1.69K

0.23%

Invesco Ltd.

121.52K

Jun 30, 26

+8.98K

0.21%

OPPENHEIMER & CO INC

116.30K

Jun 30, 26

-324

0.20%

FIRST TRUST ADVISORS LP

114.79K

Jun 30, 26

+8.86K

0.20%

Smith Asset Management Co., LLC

112.72K

Jun 30, 26

-2.54K

0.20%

Steward Partners Investment Advisory, LLC

101.99K

Jun 30, 26

+17.65K

0.18%

NWF Advisory Services Inc.

98.51K

Jun 30, 26

-2.26K

0.17%

COHEN & STEERS, INC.

89.57K

Jun 30, 26

0.16%

Cambridge Investment Research Advisors, Inc.

87.28K

Jun 30, 26

+4.63K

0.15%

Rockefeller Capital Management L.P.

86.49K

Jun 30, 26

+56.65K

0.15%

COMMONWEALTH EQUITY SERVICES, LLC

76.37K

Jun 30, 26

+950

0.13%

Sage Capital Management, LLC

73.81K

Jun 30, 26

+11.33K

0.13%

Private Advisor Group, LLC

61.34K

Jun 30, 26

+5.63K

0.11%

Cetera Investment Advisers

60.06K

Jun 30, 26

-22.54K

0.11%

NORTHERN TRUST CORP

57.97K

Jun 30, 26

+1.48K

0.10%

GUGGENHEIM CAPITAL LLC

56.86K

Jun 30, 26

+12.52K

0.10%

EVOLVE PRIVATE WEALTH, LLC

53.46K

Jun 30, 26

-3.78K

0.09%

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

51.95K

Jun 30, 26

0.09%

STEPHENS INC /AR/

46.19K

Jun 30, 26

+22.57K

0.08%

WEDBUSH SECURITIES INC

46.10K

Jun 30, 26

+12.32K

0.08%

Triumph Capital Management

45.51K

Jun 30, 26

+567

0.08%

AlphaCore Capital LLC

42.95K

Jun 30, 26

+873

0.08%

AE Wealth Management LLC

41.80K

Jun 30, 26

-5.95K

0.07%

MGO ONE SEVEN LLC

40.23K

Jun 30, 26

+40.23K

0.07%

Baird Financial Group, Inc.

39.99K

Jun 30, 26

-32.94K

0.07%

Cyndeo Wealth Partners, LLC

38.31K

Jun 30, 26

0.07%

Pensionmark Financial Group, LLC

34.26K

Jun 30, 26

-525

0.06%

Abel Hall, LLC

33.00K

Jun 30, 26

0.06%

Closed-End Fund Advisors, Inc.

32.29K

Jun 30, 26

-5.72K

0.06%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

31.12K

Jun 30, 26

-1.37K

0.05%

HighTower Advisors, LLC

30.52K

Jun 30, 26

+545

0.05%

WELLS FARGO & COMPANY/MN

27.81K

Jun 30, 26

+720

0.05%

Atomi Financial Group, Inc.

23.59K

Jun 30, 26

+6.30K

0.04%

JANE STREET GROUP, LLC

23.29K

Jun 30, 26

+23.29K

0.04%

WESPAC Advisors, LLC

23.15K

Jun 30, 26

+293

0.04%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

19.76K

Jun 30, 26

+19.76K

0.03%

Sage Capital Advisors,llc

19.73K

Jun 30, 26

+439

0.03%

Mariner, LLC

18.63K

Jun 30, 26

+693

0.03%

Capital Investment Advisory Services, LLC

18.33K

Jun 30, 26

+223

0.03%

BENJAMIN EDWARDS INC

17.88K

Jun 30, 26

+1.00K

0.03%

Turner Financial Group, Inc.

17.65K

Jun 30, 26

+17.65K

0.03%

UHLMANN PRICE SECURITIES, LLC

17.41K

Jun 30, 26

-9.08K

0.03%

Creative Planning

14.91K

Jun 30, 26

+239

0.03%

Harbour Wealth Management Group, Inc.

14.60K

Jun 30, 26

+64

0.03%

STIFEL FINANCIAL CORP

14.27K

Jun 30, 26

-501

0.02%

ENVESTNET ASSET MANAGEMENT INC

14.14K

Jun 30, 26

-20.71K

0.02%

M&T BANK CORP

13.86K

Jun 30, 26

+13.86K

0.02%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

13.72K

Jun 30, 26

-7.20K

0.02%

VISTA INVESTMENT PARTNERS II, LLC

13.15K

Jun 30, 26

0.02%

XTX Topco Ltd

12.71K

Jun 30, 26

-11.76K

0.02%

EXCEL SECURITIES & ASSOCIATES, INC.

11.94K

Jun 30, 26

+350

0.02%

Concorde Asset Management, LLC

11.92K

Jun 30, 26

+437

0.02%

Kovack Advisors, Inc.

11.77K

Jun 30, 26

+344

0.02%

CoreCap Advisors, LLC

11.49K

Jun 30, 26

+2.88K

0.02%

Allworth Financial LP

11.42K

Jun 30, 26

+272

0.02%

Advisory Advocates, LLC

11.27K

Jun 30, 26

+11.27K

0.02%

INDEPENDENT FINANCIAL GROUP, LLC

11.06K

Jun 30, 26

-2.00K

0.02%

WILEY BROS.-AINTREE CAPITAL, LLC

10.59K

Jun 30, 26

+53

0.02%

Equitable Holdings, Inc.

10.39K

Jun 30, 26

-663

0.02%

Moors & Cabot, Inc.

10.20K

Jun 30, 26

-268

0.02%

Lido Advisors, LLC

10.05K

Jun 30, 26

+10.05K

0.02%

180 WEALTH ADVISORS, LLC

9.98K

Jun 30, 26

+9.98K

0.02%

MOODY LYNN & LIEBERSON, LLC

9.66K

Jun 30, 26

+9.66K

0.02%

WNY Asset Management, LLC

9.54K

Jun 30, 26

-4.68K

0.02%

Atlantic Union Bankshares Corp

7.40K

Jun 30, 26

0.01%

FIFTH THIRD BANCORP

6.94K

Jun 30, 26

+31

0.01%

Ameritas Advisory Services, LLC

6.80K

Jun 30, 26

+6.80K

0.01%

Integrated Wealth Concepts LLC

6.77K

Jun 30, 26

+6.77K

0.01%

ROTHSCHILD INVESTMENT LLC

6.64K

Jun 30, 26

+197

0.01%

MERCER GLOBAL ADVISORS INC /ADV

6.08K

Jun 30, 26

-4.29K

0.01%

IFG Advisory, LLC

5.15K

Jun 30, 26

+5.15K

0.01%

EverSource Wealth Advisors, LLC

5.00K

Jun 30, 26

0.01%

Global Retirement Partners, LLC

4.53K

Jun 30, 26

+4.53K

0.01%

CULLEN/FROST BANKERS, INC.

4.40K

Jun 30, 26

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

4.08K

Jun 30, 26

-209

0.01%

US BANCORP \DE\

3.44K

Jun 30, 26

+1.19K

0.01%

SOA Wealth Advisors, LLC.

3.27K

Jun 30, 26

0.01%

HARBOUR INVESTMENTS, INC.

3.05K

Jun 30, 26

0.01%

North Star Investment Management Corp.

2.67K

Jun 30, 26

0.00%

SRS Capital Advisors, Inc.

2.65K

Jun 30, 26

+2.65K

0.00%

Costello Asset Management, INC

2.34K

Jun 30, 26

+19

0.00%

Farther Finance Advisors, LLC

2.33K

Jun 30, 26

+1.00K

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

2.02K

Jun 30, 26

0.00%

Millstone Evans Group, LLC

2.00K

Jun 30, 26

+59

0.00%

Bollard Group LLC

1.51K

Jun 30, 26

+94

0.00%

Pinnacle Wealth Planning Services, Inc.

1.49K

Jun 30, 26

-264

0.00%

Kennebec Savings Bank

1.29K

Jun 30, 26

+1.29K

0.00%

Key FInancial Inc

1.28K

Jun 30, 26

+38

0.00%

Founders Capital Management

1.00K

Jun 30, 26

0.00%

Truvestments Capital LLC

764

Jun 30, 26

0.00%

WPG Advisers, LLC

710

Jun 30, 26

-110

0.00%

MONTAG A & ASSOCIATES INC

540

Jun 30, 26

0.00%

Spire Wealth Management

535

Jun 30, 26

0.00%

MATHER GROUP, LLC.

419

Jun 30, 26

0.00%

CITIGROUP INC

320

Jun 30, 26

0.00%

ABOUND FINANCIAL, LLC

276

Jun 30, 26

0.00%

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

245

Jun 30, 26

0.00%

Pinnacle Bancorp, Inc.

222

Jun 30, 26

0.00%

Vision Retirement, LLC

212

Jun 30, 26

0.00%

ASSETMARK, INC

173

Jun 30, 26

-19

0.00%

Nexus Investment Management ULC

101

Jun 30, 26

0.00%

Gen-Wealth Partners Inc

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

Jun 30, 26

+51

0.00%

JONES FINANCIAL COMPANIES LLLP

Jun 30, 26

0.00%

JPMORGAN CHASE & CO

Jun 30, 26

-326

0.00%

Beaird Harris Wealth Management, LLC

Jun 30, 26

-347

0.00%

TRUST CO OF VERMONT

Jun 30, 26

+26

0.00%

CALDWELL SUTTER CAPITAL, INC.

Jun 30, 26

0.00%

Gunpowder Capital Management, LLC dba Oliver Wealth Management

Jun 30, 26

0.00%

Sound Income Strategies, LLC

Jun 30, 26

-4

Shaker Financial Services, LLC

Jun 30, 26

-16.26K

Independent Advisor Alliance

Jun 30, 26

-16.74K

BlackRock, Inc.

Jun 30, 26

-268

MAI Capital Management

Jun 30, 26

-1.03K

MILLENNIUM MANAGEMENT LLC

Jun 30, 26

-20.01K

Addison Advisors LLC

Jun 30, 26

-1

Advisory Services Network, LLC

Jun 30, 26

-4.75K

HIGHLINE WEALTH PARTNERS LLC

Jun 30, 26

-170

Root Financial Partners, LLC

Jun 30, 26

-146

Osbon Capital Management LLC

Jun 30, 26

-4.37K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-20.16K

DECISION INVESTMENTS, INC

Jun 30, 26

-10.86K

WOLVERINE ASSET MANAGEMENT LLC

Jun 30, 26

-23.91K

PNC FINANCIAL SERVICES GROUP, INC.

Jun 30, 26

-828

Sunbelt Securities, Inc.

1.88K

Mar 31, 26

0.00%

BROWN, LISLE/CUMMINGS, INC.

1.66K

Mar 31, 26

0.00%

CWM, LLC

125

Mar 31, 26

+125

0.00%

COMERICA BANK

6.76K

Dec 31, 25

-67

0.01%

Ransom Advisory, Ltd

1.08K

Dec 31, 25

0.00%

CIBC Private Wealth Group, LLC

303

Dec 31, 25

-397

0.00%

Moloney Securities Asset Management, LLC

12.08K

Sep 30, 25

+390

0.02%

Guerra Advisors Inc

2.10K

Sep 30, 25

+2.10K

0.00%

OPTIMUM INVESTMENT ADVISORS

1.35K

Sep 30, 25

0.00%

WETHERBY ASSET MANAGEMENT INC

Sep 30, 25

-19.44K

Raymond James Financial Services Advisors, Inc.

434.86K

Sep 30, 24

+176.67K

0.76%

RAYMOND JAMES & ASSOCIATES

355.20K

Sep 30, 24

+157.62K

0.62%

All Season Financial Advisors, Inc.

42.87K

Sep 30, 24

+20.84K

0.07%

NORTHWEST INVESTMENT COUNSELORS, LLC

3.04K

Sep 30, 24

+3.04K

0.01%

Naples Money Management LLC

Sep 30, 24

-5

BENJAMIN F. EDWARDS & COMPANY, INC.

9.43K

Jun 30, 24

-1.50K

0.02%

Cetera Advisors LLC

117.08K

Mar 31, 24

+117.08K

0.20%

Eudaimonia Partners, LLC

62.12K

Mar 31, 24

+3.00K

0.11%

Cetera Advisor Networks LLC

53.65K

Mar 31, 24

+7.77K

0.09%

Bartlett & Co. LLC

2.02K

Dec 31, 23

0.00%

Baystate Wealth Management LLC

1.23K

Dec 31, 23

+1.23K

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

12.06K

Sep 30, 23

-3.71K

0.02%

PIERSHALE FINANCIAL GROUP, INC.

922

Jun 30, 23

+20

0.00%

Ahrens Investment Partners LLC

1.90K

Mar 31, 23

+1.90K

0.00%

Claraphi Advisory Network, LLC

37.88K

Dec 31, 22

-12.19K

0.07%

Laurel Wealth Advisors, Inc.

14.90K

Dec 31, 22

+685

0.03%

American Portfolios Advisors

2.24K

Sep 30, 22

-558

0.00%

FourThought Financial, LLC

198

Sep 30, 22

+198

0.00%

B. Riley Wealth Management, Inc.

64.78K

Jun 30, 22

+47.93K

0.11%

Cordasco Financial Network

Jun 30, 22

-400

NEXT Financial Group, Inc

29.99K

Dec 31, 21

+2.68K

0.05%

REILLY FINANCIAL ADVISORS, LLC

1.00K

Dec 31, 21

+330

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

16.37K

Sep 30, 21

-1.90K

0.03%

BBVA USA

Sep 30, 21

-388

USCA RIA LLC

73.47K

Jun 30, 21

-385

0.13%

ROWLAND CARMICHAEL ADVISORS INC /ADV

14.38K

Dec 31, 20

-1.10K

0.03%

Winslow, Evans & Crocker, Inc.

Dec 31, 20

+85

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

54.31K

Dec 31, 19

+6.65K

0.09%

Advisor Group, Inc.

33.56K

Dec 31, 19

+8.09K

0.06%

FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX

32.56K

Dec 31, 19

-6.83K

0.06%

BOSTON ADVISORS LLC

Sep 30, 19

-86.91K

Opera Trading Capital

Dec 31, 18

-20.94K

Commonwealth Equity Services, Inc

76.52K

Jun 30, 17

+6.17K

0.13%

MSI Financial Services Inc

4.22K

Dec 31, 16

-1.98K

0.01%

WESTPORT RESOURCES MANAGEMENT INC

6.90K

Sep 30, 16

+6.90K

0.01%

NEWGATE CAPITAL MANAGEMENT LLC

62.64K

Jun 30, 16

+23.90K

0.11%

J.P. Turner & Co Capital Mnagement, LLC

13.29K

Sep 30, 15

+13.29K

0.02%

BAIRD ROBERT W & CO INC /WI/

10.82K

Mar 31, 15

+10.82K

0.02%