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Institutional Ownership

Top 343 Institutional Holders
HolderSharesDateChange% Held
Venture Visionary Partners LLC2.34MSep 30, 26-776.17K1.95%
Sarver Vrooman Wealth Advisors2.27MSep 30, 26+44.91K1.89%
Michael S. Ryan, Inc.129.20KSep 30, 26+3.19K0.11%
Montecito Bank & Trust64.59KSep 30, 26+1.80K0.05%
Bank of New Hampshire60.47KSep 30, 26-9500.05%
Weaver Consulting Group39.14KSep 30, 26+39.14K0.03%
RVW Wealth, LLC16.56KSep 30, 26--0.01%
EASTERN BANK1.95KSep 30, 26--0.00%
Aptus Capital Advisors, LLC7.53MJun 30, 26+132.72K6.28%
BANK OF AMERICA CORP /DE/5.47MJun 30, 26+301.40K4.56%
MORGAN STANLEY4.87MJun 30, 26-186.58K4.06%
Capital Investment Advisors, LLC4.03MJun 30, 26+190.96K3.36%
RAYMOND JAMES FINANCIAL INC3.49MJun 30, 26-72.66K2.91%
CAPITAL ADVISORS INC/OK3.37MJun 30, 26+49.46K2.81%
HighTower Advisors, LLC3.05MJun 30, 26+1.28M2.55%
WELLS FARGO & COMPANY/MN2.33MJun 30, 26+250.55K1.94%
ROYAL BANK OF CANADA2.06MJun 30, 26-2.05K1.71%
UBS Group AG1.97MJun 30, 26+80.33K1.65%
SIGMA INVESTMENT COUNSELORS INC1.90MJun 30, 26+83.83K1.58%
MERCER GLOBAL ADVISORS INC /ADV1.89MJun 30, 26+980.98K1.58%
Advisors Capital Management, LLC1.86MJun 30, 26+110.01K1.55%
Klingman & Associates, LLC1.77MJun 30, 26+66.77K1.47%
SUMMITRY LLC1.66MJun 30, 26+55.09K1.38%
AMERIPRISE FINANCIAL INC1.54MJun 30, 26-71.28K1.28%
Summit Financial, LLC1.40MJun 30, 26-500.25K1.17%
Sound View Wealth Advisors Group, LLC1.32MJun 30, 26+141.09K1.10%
NewEdge Advisors, LLC1.21MJun 30, 26+40.06K1.01%
WOODMONT INVESTMENT COUNSEL LLC1.13MJun 30, 26+191.54K0.94%
MV CAPITAL MANAGEMENT, INC.919.40KJun 30, 26+7.28K0.77%
US BANCORP \DE\892.38KJun 30, 26+1.08K0.74%
EP Wealth Advisors, LLC868.07KJun 30, 26+136.94K0.72%
BlackRock, Inc.814.34KJun 30, 26+814.27K0.68%
COMMONWEALTH EQUITY SERVICES, LLC802.81KJun 30, 26+33.07K0.67%
ARROW FINANCIAL CORP741.95KJun 30, 26+19.19K0.62%
LPL Financial LLC724.95KJun 30, 26+75.17K0.60%
HOWLAND CAPITAL MANAGEMENT LLC684.86KJun 30, 26+164.03K0.57%
Ironwood Financial, llc660.56KJun 30, 26+91.15K0.55%
Rockefeller Capital Management L.P.643.29KJun 30, 26+11.14K0.54%
Envision Financial Planning, LLC641.80KJun 30, 26+2.03K0.54%
Lido Advisors, LLC603.20KJun 30, 26-93.24K0.50%
Mariner, LLC583.37KJun 30, 26-66.21K0.49%
PFG Private Wealth Management, LLC579.00KJun 30, 26-50.51K0.48%
Janney Montgomery Scott LLC578.34KJun 30, 26+99.72K0.48%
Probity Advisors, Inc.573.24KJun 30, 26+48.64K0.48%
JANE STREET GROUP, LLC532.42KJun 30, 26+307.72K0.44%
FIRST NATIONAL TRUST CO520.12KJun 30, 26+69.98K0.43%
TRUIST FINANCIAL CORP508.58KJun 30, 26+85.55K0.42%
Parkway Wealth Management Group, LLC486.71KJun 30, 26+3.78K0.41%
Kestra Advisory Services, LLC475.12KJun 30, 26+60.60K0.40%
Atlantic Union Bankshares Corp463.99KJun 30, 26+36.39K0.39%
Cornerstone Planning, LLC458.30KJun 30, 26+11.75K0.38%
Windsor Capital Management, LLC433.74KJun 30, 26+397.39K0.36%
COWA, LLC433.17KJun 30, 26+24.52K0.36%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO431.28KJun 30, 26+24.46K0.36%
Guidance Point Advisors, LLC431.14KJun 30, 26+9.00K0.36%
Glenview Trust Co430.12KJun 30, 26+36.90K0.36%
Hills Bank & Trust Co405.07KJun 30, 26+340.38K0.34%
SPRENG CAPITAL MANAGEMENT, INC.391.64KJun 30, 26+10.44K0.33%
Snowden Capital Advisors LLC386.98KJun 30, 26+6.34K0.32%
LYELL WEALTH MANAGEMENT, LP369.80KJun 30, 26+20.23K0.31%
ENVESTNET ASSET MANAGEMENT INC355.80KJun 30, 26+7.05K0.30%
Peloton Wealth Strategists343.75KJun 30, 26+36.40K0.29%
Concurrent Investment Advisors, LLC316.87KJun 30, 26+316.87K0.26%
Parallel Advisors, LLC313.99KJun 30, 26+21.87K0.26%
Praetorian Wealth Management, Inc.306.52KJun 30, 26+10.27K0.26%
4Thought Financial Group Inc.301.62KJun 30, 26+56.94K0.25%
Cheviot Value Management, LLC298.11KJun 30, 26-2.02K0.25%
HANCOCK WHITNEY CORP295.17KJun 30, 26+3.99K0.25%
DROMS STRAUSS ADVISORS INC /MO/ /ADV277.06KJun 30, 26+27.89K0.23%
Beaumont Asset Management, L.L.C.276.42KJun 30, 26+19.57K0.23%
ADVISOR GROUP HOLDINGS, INC.268.18KJun 30, 26+5.54K0.22%
Krilogy Financial LLC267.70KJun 30, 26-1.36K0.22%
ADIRONDACK TRUST CO259.25KJun 30, 26+14.81K0.22%
VIRGINIA WEALTH MANAGEMENT GROUP, INC.242.12KJun 30, 26+50.30K0.20%
Sanctuary Advisors, LLC235.56KJun 30, 26+43.46K0.20%
CENTRAL TRUST Co231.50KJun 30, 26+41.16K0.19%
Winthrop Partners - WNY, LLC222.32KJun 30, 26+9.54K0.19%
Chicago Partners Investment Group LLC210.92KJun 30, 26+2.48K0.18%
Wilkins Miller Wealth Management, LLC207.02KJun 30, 26-4.42K0.17%
PRECEDENT WEALTH PARTNERS, LLC203.53KJun 30, 26+33.12K0.17%
Apollon Wealth Management, LLC201.72KJun 30, 26+201.72K0.17%
BENJAMIN EDWARDS INC193.49KJun 30, 26-26.07K0.16%
Cetera Investment Advisers192.73KJun 30, 26+27.73K0.16%
Houlihan Financial Resource Group, Ltd.186.27KJun 30, 26+19.32K0.16%
Clearstead Advisors, LLC185.95KJun 30, 26-3670.16%
Resources Investment Advisors, LLC.185.10KJun 30, 26-28.45K0.15%
Rossmore Private Capital171.55KJun 30, 26+12.17K0.14%
Quantum Financial Advisors, LLC167.04KJun 30, 26+9.17K0.14%
Beacon Pointe Advisors, LLC164.66KJun 30, 26+10.96K0.14%
Neuberger Berman Group LLC163.04KJun 30, 26--0.14%
MCF Advisors LLC155.13KJun 30, 26+1.65K0.13%
MEMBERS WEALTH LLC150.94KJun 30, 26+12.02K0.13%
Valmark Advisers, Inc.140.06KJun 30, 26+32.83K0.12%
Segment Wealth Management, LLC139.44KJun 30, 26+10.98K0.12%
IFP Advisors, Inc137.05KJun 30, 26-2.73K0.11%
FULTON BREAKEFIELD BROENNIMAN LLC134.44KJun 30, 26+13.05K0.11%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC132.32KJun 30, 26+37.26K0.11%
Stratos Wealth Partners, LTD.129.14KJun 30, 26-2690.11%
Atria Investments, Inc125.87KJun 30, 26+13.70K0.10%
Evergreen Wealth Solutions, LLC125.22KJun 30, 26-1.27K0.10%
JONES FINANCIAL COMPANIES LLLP124.64KJun 30, 26+19.55K0.10%
Modern Wealth Management, LLC122.25KJun 30, 26+122.25K0.10%
Wealthstar Advisors, LLC118.93KJun 30, 26+1790.10%
Commonwealth Financial Services, LLC118.18KJun 30, 26-342.10K0.10%
Stonebrook Private Inc.117.47KJun 30, 26+1.69K0.10%
HAMEL ASSOCIATES, INC.116.75KJun 30, 26+11.24K0.10%
UNITED CAPITAL FINANCIAL ADVISERS, LLC115.81KJun 30, 26+23.49K0.10%
Cambridge Investment Research Advisors, Inc.111.63KJun 30, 26+27.42K0.09%
10Elms LLP111.26KJun 30, 26+44.73K0.09%
SUSQUEHANNA INTERNATIONAL GROUP, LLP108.23KJun 30, 26+96.94K0.09%
LifePlan Financial, LLC107.25KJun 30, 26+37.55K0.09%
Archford Capital Strategies, LLC106.65KJun 30, 26-4.89K0.09%
Roble, Belko & Company, Inc104.75KJun 30, 26+48.22K0.09%
LBMC INVESTMENT ADVISORS, LLC101.93KJun 30, 26-3.19K0.09%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC101.82KJun 30, 26+7.97K0.08%
ASSOCIATED BANC-CORP100.09KJun 30, 26+14.48K0.08%
Laurel Wealth Advisors LLC97.59KJun 30, 26+19.80K0.08%
Chesley Taft & Associates LLC97.40KJun 30, 26+8.90K0.08%
Belpointe Asset Management LLC94.29KJun 30, 26+7.68K0.08%
BEESE FULMER INVESTMENT MANAGEMENT, INC.93.62KJun 30, 26+5.53K0.08%
Meridian Wealth Management, LLC91.22KJun 30, 26+8.43K0.08%
AssuredPartners Investment Advisors, LLC91.21KJun 30, 26+25.88K0.08%
FourThought Financial Partners, LLC89.58KJun 30, 26+19.28K0.07%
ROMANO BROTHERS AND COMPANY87.54KJun 30, 26+10.83K0.07%
WRAPMANAGER INC84.39KJun 30, 26-8.25K0.07%
SPINNAKER TRUST80.94KJun 30, 26+26.08K0.07%
Penobscot Investment Management Company, Inc.79.07KJun 30, 26+11.35K0.07%
J.W. COLE ADVISORS, INC.78.85KJun 30, 26+3.85K0.07%
McGlone Suttner Wealth Management, Inc.78.61KJun 30, 26+5.34K0.07%
REDW Wealth LLC72.39KJun 30, 26-3.94K0.06%
Bullock Wealth Management Group71.52KJun 30, 26+15.13K0.06%
COLDSTREAM CAPITAL MANAGEMENT INC71.32KJun 30, 26-2.47K0.06%
BEACON FINANCIAL GROUP71.16KJun 30, 26-2.90K0.06%
Resonant Capital Advisors, LLC70.77KJun 30, 26-5.84K0.06%
Strid Group, LLC69.84KJun 30, 26+21.44K0.06%
STIFEL FINANCIAL CORP69.47KJun 30, 26+11.28K0.06%
Godshalk Welsh Capital Management, Inc.68.55KJun 30, 26+6.50K0.06%
PARK AVENUE SECURITIES LLC68.54KJun 30, 26-1.00K0.06%
Sowell Financial Services LLC68.50KJun 30, 26+5.87K0.06%
Colony Group, LLC67.29KJun 30, 26+34.24K0.06%
NovaPoint Capital, LLC66.72KJun 30, 26+1.54K0.06%
Creative Planning66.27KJun 30, 26+1.29K0.06%
Camelot Portfolios, LLC65.03KJun 30, 26+3.97K0.05%
DRIVE WEALTH MANAGEMENT, LLC63.17KJun 30, 26-2320.05%
Bank of New Hampshire61.42KJun 30, 26--0.05%
Breachway Investments LLC61.27KJun 30, 26+8.10K0.05%
ABSOLUTE CAPITAL MANAGEMENT, LLC60.51KJun 30, 26+60.51K0.05%
NAPLES GLOBAL ADVISORS, LLC60.29KJun 30, 26+1.98K0.05%
Paradigm, Strategies in Wealth Management, LLC57.44KJun 30, 26-2.62K0.05%
OPPENHEIMER & CO INC56.90KJun 30, 26+11.12K0.05%
Cherry Tree Wealth Management, LLC54.51KJun 30, 26+1930.05%
Merit Financial Group, LLC54.26KJun 30, 26+14.29K0.05%
Newman Dignan & Sheerar, Inc.53.70KJun 30, 26+4.40K0.04%
Jacobi Capital Management LLC51.98KJun 30, 26+12.47K0.04%
Yoder Wealth Management, Inc.49.81KJun 30, 26+10.30K0.04%
Jefferson Bridge Capital, LLC47.21KJun 30, 26+5.47K0.04%
Gilbert & Cook, Inc.46.74KJun 30, 26--0.04%
FIFTH THIRD BANCORP45.74KJun 30, 26+12.30K0.04%
Farmers National Bank45.71KJun 30, 26+1.05K0.04%
LITTLE HOUSE CAPITAL LLC44.66KJun 30, 26+1.12K0.04%
Cornell Pochily Investment Advisors, Inc.44.37KJun 30, 26-2.99K0.04%
CAPTRUST FINANCIAL ADVISORS42.34KJun 30, 26-4.54K0.04%
HM PAYSON & CO41.42KJun 30, 26+12.52K0.03%
Gradient Capital Advisors, LLC40.80KJun 30, 26--0.03%
SONATA CAPITAL GROUP INC40.66KJun 30, 26+2410.03%
Great Diamond Partners, LLC38.38KJun 30, 26+17.52K0.03%
Bank of New York Mellon Corp37.14KJun 30, 26+4820.03%
LEAVELL INVESTMENT MANAGEMENT, INC.36.85KJun 30, 26+6.27K0.03%
FIDUCIARY FINANCIAL ADVISORS36.34KJun 30, 26+36.34K0.03%
Koesten, Hirschmann & Crabtree, INC.34.10KJun 30, 26+1.09K0.03%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC33.19KJun 30, 26--0.03%
Integrated Wealth Concepts LLC32.71KJun 30, 26+1.75K0.03%
InvesTrust32.42KJun 30, 26+32.42K0.03%
Helen Stephens Group, LLC32.05KJun 30, 26+32.05K0.03%
HARBOR ADVISORY CORP /MA/31.27KJun 30, 26+31.27K0.03%
Redwood Financial Network Corp31.21KJun 30, 26+1.46K0.03%
Conrad Siegel Investment Advisors, Inc.31.08KJun 30, 26+3750.03%
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/30.91KJun 30, 26--0.03%
Miracle Mile Advisors, LLC30.36KJun 30, 26-4210.03%
DecisionMap Wealth Management, LLC30.08KJun 30, 26-3230.03%
Freestone Capital Holdings, LLC29.71KJun 30, 26-15.09K0.02%
Stokes Family Office, LLC29.48KJun 30, 26+4.75K0.02%
XML Financial, LLC27.76KJun 30, 26+3.12K0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC27.04KJun 30, 26-4.80K0.02%
Farther Finance Advisors, LLC26.95KJun 30, 26+7.37K0.02%
Summit Wealth Partners, LLC26.52KJun 30, 26--0.02%
HARBOR INVESTMENT ADVISORY, LLC26.24KJun 30, 26+20.26K0.02%
FORVIS Wealth Advisors, LLC26.16KJun 30, 26+26.16K0.02%
Community Financial Services Group, LLC25.26KJun 30, 26+25.26K0.02%
Dorsey & Whitney Trust CO LLC25.00KJun 30, 26--0.02%
SAX WEALTH ADVISORS, LLC24.51KJun 30, 26+1.15K0.02%
Twin Cities Retirement Group LLC23.72KJun 30, 26+2820.02%
GREAT VALLEY ADVISOR GROUP, INC.23.12KJun 30, 26+2690.02%
4J Wealth Management LLC23.01KJun 30, 26--0.02%
Advisory Services Network, LLC22.75KJun 30, 26+2.52K0.02%
Ellis Investment Partners, LLC22.57KJun 30, 26+3880.02%
Van Hulzen Asset Management, LLC22.22KJun 30, 26-1.55K0.02%
Gryphon Financial Partners LLC21.51KJun 30, 26-1.14K0.02%
American Money Management, LLC21.00KJun 30, 26--0.02%
Crews Bank & Trust20.86KJun 30, 26-5.13K0.02%
Greater Midwest Financial Group, LLC20.61KJun 30, 26+1980.02%
Foundation Wealth Management, LLC20.48KJun 30, 26+2.79K0.02%
Clearstead Trust, LLC20.42KJun 30, 26--0.02%
Princeton Global Asset Management LLC20.41KJun 30, 26+9.00K0.02%
MidFirst Bank20.04KJun 30, 26+10.53K0.02%
Lee Financial Co20.00KJun 30, 26--0.02%
Sterling Investment Advisors, Ltd.19.39KJun 30, 26--0.02%
Mutual Advisors, LLC18.99KJun 30, 26+640.02%
PNC FINANCIAL SERVICES GROUP, INC.18.88KJun 30, 26--0.02%
Kovack Advisors, Inc.18.70KJun 30, 26--0.02%
FIRST INTERSTATE BANK17.68KJun 30, 26--0.01%
ProVise Management Group, LLC17.62KJun 30, 26+3.33K0.01%
MOSAIC FAMILY WEALTH PARTNERS, LLC17.51KJun 30, 26+4.20K0.01%
SIMON QUICK ADVISORS, LLC17.39KJun 30, 26--0.01%
Brookstone Capital Management16.95KJun 30, 26+2210.01%
RVW Wealth, LLC16.56KJun 30, 26--0.01%
Banque Cantonale Vaudoise16.44KJun 30, 26+2740.01%
Madrid Wealth Management, LLC16.37KJun 30, 26--0.01%
Gilbert Capital Group, Inc.16.14KJun 30, 26-1.51K0.01%
1900 WEALTH MANAGEMENT LLC15.97KJun 30, 26+15.97K0.01%
Hyposwiss Advisors SA15.94KJun 30, 26+1.50K0.01%
Passive Capital Management, LLC.15.72KJun 30, 26--0.01%
Cornerstone Wealth Management, LLC15.55KJun 30, 26+490.01%
CGN Advisors LLC15.47KJun 30, 26-1.90K0.01%
CARY STREET PARTNERS FINANCIAL LLC15.33KJun 30, 26--0.01%
Berkshire Money Management, Inc.14.22KJun 30, 26+14.22K0.01%
DEARBORN PARTNERS LLC14.12KJun 30, 26+3.19K0.01%
Accretive Wealth Partners, LLC13.89KJun 30, 26--0.01%
Prosperity Planning, Inc.13.85KJun 30, 26+13.85K0.01%
FOCUSED ALPHA, LLC13.82KJun 30, 26+2100.01%
Betterment LLC13.76KJun 30, 26+2.25K0.01%
Reliant Wealth Planning13.50KJun 30, 26--0.01%
IHT Wealth Management, LLC13.48KJun 30, 26+1580.01%
Addison Advisors LLC13.36KJun 30, 26-2.92K0.01%
TFR Capital, LLC.13.17KJun 30, 26+13.17K0.01%
BEACON FINANCIAL PLANNING, INC13.05KJun 30, 26+6790.01%
Gratus Wealth Advisors, LLC12.69KJun 30, 26--0.01%
Avidian Wealth Solutions, LLC12.51KJun 30, 26+1.80K0.01%
Kesler, Norman & Wride, LLC12.38KJun 30, 26--0.01%
MinichMacGregor Wealth Management, LLC12.21KJun 30, 26--0.01%
Johnson Bixby & Associates, LLC11.91KJun 30, 26+980.01%
LINCOLN CAPITAL CORP11.83KJun 30, 26+1.02K0.01%
Journey Advisory Group, LLC11.80KJun 30, 26--0.01%
Farnam Financial LLC11.66KJun 30, 26--0.01%
Granite Harbor Advisors, Inc.11.54KJun 30, 26--0.01%
Koshinski Asset Management, Inc.11.46KJun 30, 26+1.27K0.01%
NWAM LLC11.31KJun 30, 26+1260.01%
HANOVER ADVISORS INC11.15KJun 30, 26+5080.01%
Diversify Advisory Services, LLC10.83KJun 30, 26+10.83K0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC10.83KJun 30, 26+10.83K0.01%
Global Retirement Partners, LLC10.60KJun 30, 26+10.60K0.01%
THOROUGHBRED FINANCIAL SERVICES, LLC10.37KJun 30, 26+5270.01%
MML INVESTORS SERVICES, LLC10.31KJun 30, 26-710.01%
Moors & Cabot, Inc.10.25KJun 30, 26+10.25K0.01%
SCOTIA CAPITAL INC.10.00KJun 30, 26--0.01%
Advisor OS, LLC9.96KJun 30, 26+9.96K0.01%
Plancorp, LLC9.71KJun 30, 26+1140.01%
CHOREO, LLC9.63KJun 30, 26+9.63K0.01%
Bogart Wealth, LLC9.35KJun 30, 26--0.01%
Trust Co8.21KJun 30, 26--0.01%
BARRETT & COMPANY, INC.7.69KJun 30, 26-450.01%
Acropolis Investment Management, LLC6.89KJun 30, 26--0.01%
Allworth Financial LP6.42KJun 30, 26+3.65K0.01%
HARBOUR INVESTMENTS, INC.5.67KJun 30, 26+670.00%
Physician Wealth Advisors, Inc.5.55KJun 30, 26+5.55K0.00%
NATIONAL BANK OF CANADA /FI/5.49KJun 30, 26+5.49K0.00%
PITTENGER & ANDERSON INC5.00KJun 30, 26+2.40K0.00%
JPMORGAN CHASE & CO4.95KJun 30, 26-1840.00%
Pioneer Family Office, LLC4.74KJun 30, 26--0.00%
CNB Bank3.93KJun 30, 26+1870.00%
BRYN MAWR TRUST Co3.75KJun 30, 26--0.00%
BALLAST ADVISORS LLC2.89KJun 30, 26+1.44K0.00%
TRUST CO OF VERMONT2.44KJun 30, 26+2.44K0.00%
Provenance Wealth Advisors, LLC2.43KJun 30, 26--0.00%
SIGNATUREFD, LLC2.40KJun 30, 26+2.40K0.00%
Larson Financial Group LLC2.03KJun 30, 26+200.00%
Rossby Financial, LCC1.88KJun 30, 26+9700.00%
Steward Partners Investment Advisory, LLC1.88KJun 30, 26--0.00%
United Community Bank1.83KJun 30, 26--0.00%
Fairway Wealth LLC1.75KJun 30, 26+1.75K0.00%
PRIVATE TRUST CO NA1.64KJun 30, 26--0.00%
FMR LLC1.41KJun 30, 26+4190.00%
Ashton Thomas Private Wealth, LLC1.38KJun 30, 26--0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1.37KJun 30, 26--0.00%
Capital Analysts, LLC1.32KJun 30, 26--0.00%
PHILLIPS FINANCIAL MANAGEMENT, LLC1.27KJun 30, 26--0.00%
Ancora Advisors, LLC1.20KJun 30, 26--0.00%
BANK OF MONTREAL /CAN/725Jun 30, 26+80.00%
Key FInancial Inc680Jun 30, 26-1000.00%
MCGUIRE CAPITAL ADVISORS INC450Jun 30, 26+4500.00%
AE Wealth Management LLC302Jun 30, 26-1520.00%
NBH Bank272Jun 30, 26+2720.00%
VANGUARD ADVISERS INC105Jun 30, 26--0.00%
Golden State Wealth Management, LLC54Jun 30, 26--0.00%
MB, LEVIS & ASSOCIATES, LLC18Jun 30, 26-657.35K0.00%
NESTEGG ADVISORS, INC.--Jun 30, 26-26.97K--
CITADEL ADVISORS LLC--Jun 30, 26-39.38K--
Golden State Equity Partners--Jun 30, 26-3.00K--
Boreal Capital Management LLC--Jun 30, 26-1--
Keeler THomas Management LLC--Jun 30, 26-15.65K--
BESSEMER GROUP INC--Jun 30, 26-11.56K--
Cassaday & Co Wealth Management LLC--Jun 30, 26-1.95K--
Equitable Holdings, Inc.--Jun 30, 26-207.54K--
EVEXIA WEALTH LLC--Jun 30, 26-34.08K--
GOLDMAN SACHS GROUP INC--Jun 30, 26-158.22K--
RITHOLTZ WEALTH MANAGEMENT--Jun 30, 26-10.59K--
BOKF, NA--Jun 30, 26-1.20K--
Intentional Wealth Strategies, LLC--Jun 30, 26-6.00K--
Private Advisor Group, LLC--Jun 30, 26-36.28K--
Capital Investment Advisory Services, LLC--Jun 30, 26-669--
HAZLETT, BURT & WATSON, INC.--Jun 30, 26-189--
MONECO Advisors, LLC--Jun 30, 26-37.19K--
Signature Resources Capital Management, LLC--Jun 30, 26-186--
Western Wealth Management, LLC--Jun 30, 26-2.44K--
Motley Fool Wealth Management, LLC--Jun 30, 26-364.42K--
MOSELEY INVESTMENT MANAGEMENT INC355.02KMar 31, 26+23.42K0.30%
Signature Wealth Management Group210.52KMar 31, 26-5900.18%
CWM, LLC193.09KMar 31, 26+23.01K0.16%
Leo Wealth, LLC39.50KMar 31, 26-5.24K0.03%
Bank of Jackson Hole Trust272Mar 31, 26--0.00%
COMERICA BANK30.50KDec 31, 25+5310.03%
Vishria Bird Financial Group, LLC912.48KSep 30, 25+912.48K0.76%
Hemington Wealth Management1.10KSep 30, 25--0.00%
Centricity Wealth Management, LLC27.26KJun 30, 25+9700.02%
AVANTAX ADVISORY SERVICES, INC.18.52KJun 30, 25+7210.02%
First Horizon Advisors, Inc.3.92KJun 30, 25--0.00%
Buffington Mohr McNeal674.00KMar 31, 25+12.23K0.56%
Sandy Spring Bank271.73KMar 31, 25+17.47K0.23%
Sabal Trust CO241.96KMar 31, 25+22.73K0.20%
Safeguard Financial, LLC26.18KMar 31, 25+3.13K0.02%
Spectrum Wealth Counsel, LLC25.44KMar 31, 25-1.83K0.02%
Executive Wealth Management, LLC174.22KDec 31, 24+48.20K0.15%
Private Portfolio Partners LLC19.30KDec 31, 24+4.00K0.02%
Gateway Advisory, LLC1.62MSep 30, 24+53.01K1.35%
Raymond James Financial Services Advisors, Inc.1.30MSep 30, 24+284.55K1.08%
RAYMOND JAMES & ASSOCIATES400.21KSep 30, 24+150.95K0.33%
Platte River Wealth Advisors, LLC225.34KSep 30, 24+3.31K0.19%
BENJAMIN F. EDWARDS & COMPANY, INC.152.70KJun 30, 24+21.25K0.13%
BlackRock Inc.57Jun 30, 24-1.38K0.00%
Cetera Advisors LLC--Mar 31, 24-21.94K--
First National Bank of South Miami--Jun 30, 23-475--
Sargent Bickham Lagudis LLC920.55KDec 31, 22+919.70K0.77%
Farmer Steven Patrick208.28KJun 30, 22+208.28K0.17%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

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Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.