IBMQ(IBMQ)
IBMQ
$25.38—Stale · unknown old
USBATS • Last print unknown ago
$25.38—Stale · unknown old
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 2.55M | Jun 30, 26 | +146.06K | 9.91% |
| MERCER GLOBAL ADVISORS INC /ADV | 2.06M | Jun 30, 26 | +7.74K | 8.03% |
| Clearstead Advisors, LLC | 1.01M | Jun 30, 26 | +25.35K | 3.94% |
| HighTower Advisors, LLC | 760.01K | Jun 30, 26 | -45.54K | 2.96% |
| US BANCORP \DE\ | 729.69K | Jun 30, 26 | +6.69K | 2.84% |
| Heartwood Wealth Advisors LLC | 617.76K | Jun 30, 26 | +66.87K | 2.41% |
| LBMC INVESTMENT ADVISORS, LLC | 577.99K | Jun 30, 26 | +18.31K | 2.25% |
| Lido Advisors, LLC | 550.67K | Jun 30, 26 | -8.35K | 2.14% |
| WELLS FARGO & COMPANY/MN | 543.69K | Jun 30, 26 | +13.25K | 2.12% |
| NewEdge Advisors, LLC | 532.34K | Jun 30, 26 | +39.08K | 2.07% |
| Hills Bank & Trust Co | 464.60K | Jun 30, 26 | +66.70K | 1.81% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 461.88K | Jun 30, 26 | +58.54K | 1.80% |
| LPL Financial LLC | 445.12K | Jun 30, 26 | +19.47K | 1.73% |
| UBS Group AG | 436.91K | Jun 30, 26 | +40.48K | 1.70% |
| Kathmere Capital Management, LLC | 403.12K | Jun 30, 26 | +96.70K | 1.57% |
| Covington Investment Advisors Inc. | 402.31K | Jun 30, 26 | +15.68K | 1.57% |
| Paradiem, LLC | 395.46K | Jun 30, 26 | -- | 1.54% |
| HOWLAND CAPITAL MANAGEMENT LLC | 375.30K | Jun 30, 26 | -38.14K | 1.46% |
| Praetorian Wealth Management, Inc. | 302.56K | Jun 30, 26 | -1.36K | 1.18% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 301.33K | Jun 30, 26 | +2.65K | 1.17% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 298.06K | Jun 30, 26 | +25.88K | 1.16% |
| Stratos Wealth Advisors, LLC | 284.46K | Jun 30, 26 | +24.20K | 1.11% |
| MORGAN STANLEY | 272.28K | Jun 30, 26 | +5.75K | 1.06% |
| ENVESTNET ASSET MANAGEMENT INC | 266.89K | Jun 30, 26 | +85.40K | 1.04% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 187.69K | Jun 30, 26 | +17.68K | 0.73% |
| ROYAL BANK OF CANADA | 184.15K | Jun 30, 26 | -2.81K | 0.72% |
| Cyndeo Wealth Partners, LLC | 179.51K | Jun 30, 26 | +16.50K | 0.70% |
| STIFEL FINANCIAL CORP | 175.78K | Jun 30, 26 | -48.55K | 0.68% |
| Sound View Wealth Advisors Group, LLC | 164.87K | Jun 30, 26 | +3.94K | 0.64% |
| CENTRAL TRUST Co | 154.07K | Jun 30, 26 | -7.51K | 0.60% |
| Integrated Wealth Concepts LLC | 145.03K | Jun 30, 26 | -6.45K | 0.56% |
| Beacon Pointe Advisors, LLC | 142.12K | Jun 30, 26 | +445 | 0.55% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 132.56K | Jun 30, 26 | +4.00K | 0.52% |
| RAYMOND JAMES FINANCIAL INC | 127.20K | Jun 30, 26 | +439 | 0.50% |
| AMERIPRISE FINANCIAL INC | 126.84K | Jun 30, 26 | +27.83K | 0.49% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 123.77K | Jun 30, 26 | +962 | 0.48% |
| Quantum Financial Advisors, LLC | 123.15K | Jun 30, 26 | -37.18K | 0.48% |
| Cypress Point Wealth Management, LLC | 119.54K | Jun 30, 26 | -- | 0.47% |
| ASSETMARK, INC | 118.32K | Jun 30, 26 | +23.94K | 0.46% |
| SONATA CAPITAL GROUP INC | 104.44K | Jun 30, 26 | +982 | 0.41% |
| Atwater Malick LLC | 101.62K | Jun 30, 26 | +1.77K | 0.40% |
| Parkway Wealth Management Group, LLC | 100.37K | Jun 30, 26 | +2.63K | 0.39% |
| TITLEIST ASSET MANAGEMENT, LLC | 99.28K | Jun 30, 26 | +99.28K | 0.39% |
| Valmark Advisers, Inc. | 87.77K | Jun 30, 26 | +9.59K | 0.34% |
| COMMONWEALTH EQUITY SERVICES, LLC | 87.59K | Jun 30, 26 | +3.28K | 0.34% |
| Cetera Investment Advisers | 87.42K | Jun 30, 26 | -937 | 0.34% |
| Summit Financial, LLC | 86.69K | Jun 30, 26 | +49.05K | 0.34% |
| MML INVESTORS SERVICES, LLC | 82.61K | Jun 30, 26 | +82.61K | 0.32% |
| SPINNAKER TRUST | 80.73K | Jun 30, 26 | +5.87K | 0.31% |
| Sanctuary Advisors, LLC | 78.57K | Jun 30, 26 | +364 | 0.31% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 74.49K | Jun 30, 26 | +824 | 0.29% |
| Ellis Investment Partners, LLC | 72.15K | Jun 30, 26 | +20 | 0.28% |
| Granite Harbor Advisors, Inc. | 72.13K | Jun 30, 26 | +8.48K | 0.28% |
| BENJAMIN EDWARDS INC | 71.36K | Jun 30, 26 | -31.05K | 0.28% |
| RIA Advisory Group LLC | 70.24K | Jun 30, 26 | +14.10K | 0.27% |
| Atlantic Union Bankshares Corp | 68.36K | Jun 30, 26 | -4.66K | 0.27% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 64.60K | Jun 30, 26 | -34.50K | 0.25% |
| Colony Group, LLC | 63.02K | Jun 30, 26 | -11.98K | 0.25% |
| Brookstone Capital Management | 57.74K | Jun 30, 26 | +19.70K | 0.22% |
| TRUE Private Wealth Advisors | 56.02K | Jun 30, 26 | +24.70K | 0.22% |
| WOODMONT INVESTMENT COUNSEL LLC | 55.83K | Jun 30, 26 | -12.79K | 0.22% |
| Kastel Capital Advisors, LLC | 54.34K | Jun 30, 26 | +71 | 0.21% |
| SENTINEL PENSION ADVISORS INC | 52.60K | Jun 30, 26 | +429 | 0.20% |
| Capital Investment Advisors, LLC | 52.58K | Jun 30, 26 | -380 | 0.20% |
| Evergreen Private Wealth LLC | 51.63K | Jun 30, 26 | +195 | 0.20% |
| CAPTRUST FINANCIAL ADVISORS | 50.03K | Jun 30, 26 | +26.86K | 0.19% |
| Godshalk Welsh Capital Management, Inc. | 49.50K | Jun 30, 26 | +2.50K | 0.19% |
| Lantz Financial LLC | 49.31K | Jun 30, 26 | +2.14K | 0.19% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 49.15K | Jun 30, 26 | -- | 0.19% |
| Envision Financial Planning, LLC | 48.13K | Jun 30, 26 | +3.34K | 0.19% |
| Catalytic Wealth RIA, LLC | 46.52K | Jun 30, 26 | +904 | 0.18% |
| Mariner, LLC | 46.36K | Jun 30, 26 | +1.28K | 0.18% |
| Rossmore Private Capital | 45.94K | Jun 30, 26 | +1.96K | 0.18% |
| SUMMITPOINT CAPITAL MANAGEMENT | 45.93K | Jun 30, 26 | -- | 0.18% |
| Quantinno Capital Management LP | 43.13K | Jun 30, 26 | -87 | 0.17% |
| Financial Engines Advisors L.L.C. | 42.79K | Jun 30, 26 | -46 | 0.17% |
| PSI Advisors, LLC | 42.30K | Jun 30, 26 | -36.80K | 0.16% |
| Glenview Trust Co | 40.93K | Jun 30, 26 | +2.50K | 0.16% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 40.42K | Jun 30, 26 | +1.54K | 0.16% |
| Resources Investment Advisors, LLC. | 40.22K | Jun 30, 26 | -2.23K | 0.16% |
| Legacy Private Trust Co. | 39.52K | Jun 30, 26 | -- | 0.15% |
| EP Wealth Advisors, LLC | 37.86K | Jun 30, 26 | +37.86K | 0.15% |
| Crews Bank & Trust | 37.62K | Jun 30, 26 | -- | 0.15% |
| Jacobi Capital Management LLC | 36.93K | Jun 30, 26 | +36.93K | 0.14% |
| IHT Wealth Management, LLC | 36.74K | Jun 30, 26 | +9.60K | 0.14% |
| Stratos Wealth Partners, LTD. | 35.23K | Jun 30, 26 | +27 | 0.14% |
| Baird Financial Group, Inc. | 35.00K | Jun 30, 26 | -- | 0.14% |
| Curbstone Financial Management Corp | 34.80K | Jun 30, 26 | -150 | 0.14% |
| Gryphon Financial Partners LLC | 34.48K | Jun 30, 26 | -- | 0.13% |
| Wick Capital Partners, LLC | 33.66K | Jun 30, 26 | -- | 0.13% |
| MEMBERS WEALTH LLC | 33.38K | Jun 30, 26 | +17.91K | 0.13% |
| HEFFERNAN ADVISORY, INC | 33.15K | Jun 30, 26 | -- | 0.13% |
| FIRST NATIONAL TRUST CO | 32.55K | Jun 30, 26 | -5.05K | 0.13% |
| REGIONS FINANCIAL CORP | 32.37K | Jun 30, 26 | +4.38K | 0.13% |
| ROOF EIDAM & MAYCOCK/ADV | 31.97K | Jun 30, 26 | +45 | 0.12% |
| IFP Advisors, Inc | 31.77K | Jun 30, 26 | +5.39K | 0.12% |
| Helen Stephens Group, LLC | 31.43K | Jun 30, 26 | -13.42K | 0.12% |
| Snowden Capital Advisors LLC | 31.40K | Jun 30, 26 | +400 | 0.12% |
| ADVISOR GROUP HOLDINGS, INC. | 30.23K | Jun 30, 26 | +2.82K | 0.12% |
| Parallel Advisors, LLC | 29.92K | Jun 30, 26 | +786 | 0.12% |
| GOLDMAN SACHS GROUP INC | 29.80K | Jun 30, 26 | +29.80K | 0.12% |
| Financial Advisory Corp | 29.51K | Jun 30, 26 | +1.18K | 0.11% |
| WJ Wealth Management, LLC | 28.89K | Jun 30, 26 | -600 | 0.11% |
| Cambridge Investment Research Advisors, Inc. | 28.80K | Jun 30, 26 | +2.48K | 0.11% |
| 10Elms LLP | 28.06K | Jun 30, 26 | +7.00K | 0.11% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 27.74K | Jun 30, 26 | +3.86K | 0.11% |
| JONES FINANCIAL COMPANIES LLLP | 27.30K | Jun 30, 26 | +9.21K | 0.11% |
| JOHNSON INVESTMENT COUNSEL INC | 26.03K | Jun 30, 26 | -- | 0.10% |
| Paradigm, Strategies in Wealth Management, LLC | 24.51K | Jun 30, 26 | +1.96K | 0.10% |
| Creative Planning | 24.23K | Jun 30, 26 | -6.58K | 0.09% |
| FF Advisors,LLC | 23.87K | Jun 30, 26 | -1.97K | 0.09% |
| Modern Wealth Management, LLC | 23.39K | Jun 30, 26 | -9.84K | 0.09% |
| SMITH, MOORE & CO. | 23.08K | Jun 30, 26 | +1.99K | 0.09% |
| CFS Investment Advisory Services, LLC | 22.96K | Jun 30, 26 | -4.10K | 0.09% |
| Janney Montgomery Scott LLC | 22.59K | Jun 30, 26 | +7.88K | 0.09% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 22.57K | Jun 30, 26 | +995 | 0.09% |
| Newman Dignan & Sheerar, Inc. | 22.56K | Jun 30, 26 | -- | 0.09% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 22.27K | Jun 30, 26 | +5.13K | 0.09% |
| Cove Private Wealth, LLC | 22.00K | Jun 30, 26 | +22.00K | 0.09% |
| OneAscent Financial Services LLC | 21.96K | Jun 30, 26 | +21.96K | 0.09% |
| BETO FINANCIAL GROUP, LLC | 21.92K | Jun 30, 26 | +21.92K | 0.09% |
| Strid Group, LLC | 21.50K | Jun 30, 26 | -- | 0.08% |
| TPG Advisors LLC | 21.05K | Jun 30, 26 | +7.96K | 0.08% |
| Carnegie Capital Asset Management, LLC | 20.10K | Jun 30, 26 | +20.10K | 0.08% |
| Sovereign Financial Group, Inc. | 19.56K | Jun 30, 26 | -- | 0.08% |
| POSTROCK PARTNERS LLC | 19.18K | Jun 30, 26 | +1.95K | 0.07% |
| Kestra Advisory Services, LLC | 19.15K | Jun 30, 26 | -8.97K | 0.07% |
| JPMORGAN CHASE & CO | 18.90K | Jun 30, 26 | -72.97K | 0.07% |
| Ameritas Investment Partners, Inc. | 18.32K | Jun 30, 26 | +6 | 0.07% |
| Wealthcare Advisory Partners LLC | 18.00K | Jun 30, 26 | +6.56K | 0.07% |
| JIM SAULNIER & ASSOCIATES, LLC | 17.32K | Jun 30, 26 | +3.46K | 0.07% |
| PFG Private Wealth Management, LLC | 17.16K | Jun 30, 26 | -209 | 0.07% |
| Rockefeller Capital Management L.P. | 16.91K | Jun 30, 26 | -4.56K | 0.07% |
| Penobscot Investment Management Company, Inc. | 15.75K | Jun 30, 26 | -- | 0.06% |
| SAX WEALTH ADVISORS, LLC | 14.71K | Jun 30, 26 | +5 | 0.06% |
| WealthBridge Capital Management, LLC | 14.61K | Jun 30, 26 | +512 | 0.06% |
| MV CAPITAL MANAGEMENT, INC. | 14.38K | Jun 30, 26 | -- | 0.06% |
| Avail Investment Partners, LLC | 14.16K | Jun 30, 26 | -30.81K | 0.06% |
| Investment Research Partners LLC | 14.16K | Jun 30, 26 | -30.81K | 0.06% |
| Passive Capital Management, LLC. | 13.80K | Jun 30, 26 | -- | 0.05% |
| JAMES INVESTMENT RESEARCH INC | 13.80K | Jun 30, 26 | -- | 0.05% |
| FIFTH THIRD BANCORP | 13.53K | Jun 30, 26 | -- | 0.05% |
| Peloton Wealth Strategists | 13.00K | Jun 30, 26 | -- | 0.05% |
| VisionPoint Advisory Group, LLC | 12.84K | Jun 30, 26 | -- | 0.05% |
| Avantax Planning Partners, Inc. | 12.46K | Jun 30, 26 | -- | 0.05% |
| CITADEL ADVISORS LLC | 11.92K | Jun 30, 26 | -11.06K | 0.05% |
| Trust Co | 11.79K | Jun 30, 26 | -- | 0.05% |
| Commonwealth Financial Services, LLC | 11.35K | Jun 30, 26 | -3.40K | 0.04% |
| Heritage Family Offices, LLP | 11.07K | Jun 30, 26 | +11.07K | 0.04% |
| Pacific Excel Wealth Advisors, Inc. | 11.07K | Jun 30, 26 | +11.07K | 0.04% |
| MONECO Advisors, LLC | 10.93K | Jun 30, 26 | -- | 0.04% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 10.11K | Jun 30, 26 | -- | 0.04% |
| Archford Capital Strategies, LLC | 9.74K | Jun 30, 26 | -3.02K | 0.04% |
| Klingman & Associates, LLC | 9.62K | Jun 30, 26 | -2.97K | 0.04% |
| Segment Wealth Management, LLC | 9.50K | Jun 30, 26 | -- | 0.04% |
| ARROW FINANCIAL CORP | 9.45K | Jun 30, 26 | -- | 0.04% |
| Accretive Wealth Partners, LLC | 9.42K | Jun 30, 26 | -1.18K | 0.04% |
| CARY STREET PARTNERS FINANCIAL LLC | 9.09K | Jun 30, 26 | -- | 0.04% |
| Cornell Pochily Investment Advisors, Inc. | 9.05K | Jun 30, 26 | -155 | 0.04% |
| SRS Capital Advisors, Inc. | 8.89K | Jun 30, 26 | +8.89K | 0.03% |
| PRIVATE TRUST CO NA | 8.81K | Jun 30, 26 | -- | 0.03% |
| Meridian Wealth Management, LLC | 8.69K | Jun 30, 26 | +8.69K | 0.03% |
| Princeton Global Asset Management LLC | 8.63K | Jun 30, 26 | +3.92K | 0.03% |
| HORAN Wealth, LLC | 8.49K | Jun 30, 26 | -- | 0.03% |
| ArborFi Advisors, LLC | 8.28K | Jun 30, 26 | -- | 0.03% |
| Miracle Mile Advisors, LLC | 8.27K | Jun 30, 26 | +8.27K | 0.03% |
| NESTEGG ADVISORS, INC. | 8.26K | Jun 30, 26 | +50 | 0.03% |
| Beaumont Asset Management, L.L.C. | 8.03K | Jun 30, 26 | -- | 0.03% |
| Wealthspire Advisors, LLC | 7.82K | Jun 30, 26 | +7.82K | 0.03% |
| CNB Bank | 7.64K | Jun 30, 26 | -- | 0.03% |
| Elequin Securities, LLC | 7.23K | Jun 30, 26 | +7.23K | 0.03% |
| Hughes Financial Services, LLC | 6.76K | Jun 30, 26 | +716 | 0.03% |
| FMR LLC | 6.38K | Jun 30, 26 | +5.07K | 0.02% |
| Key FInancial Inc | 5.20K | Jun 30, 26 | +5.20K | 0.02% |
| Bank of New Hampshire | 3.77K | Jun 30, 26 | -1.00K | 0.01% |
| Addison Advisors LLC | 3.36K | Jun 30, 26 | +2.37K | 0.01% |
| Steward Partners Investment Advisory, LLC | 3.03K | Jun 30, 26 | -- | 0.01% |
| Community Financial Services Group, LLC | 2.94K | Jun 30, 26 | +2.94K | 0.01% |
| Global Retirement Partners, LLC | 2.75K | Jun 30, 26 | +2.75K | 0.01% |
| Farther Finance Advisors, LLC | 2.74K | Jun 30, 26 | +2.74K | 0.01% |
| Glen Eagle Advisors, LLC | 2.73K | Jun 30, 26 | -- | 0.01% |
| American Capital Advisory, LLC | 2.22K | Jun 30, 26 | -- | 0.01% |
| Bullock Wealth Management Group | 2.01K | Jun 30, 26 | +12 | 0.01% |
| HM PAYSON & CO | 1.95K | Jun 30, 26 | -- | 0.01% |
| BARRETT & COMPANY, INC. | 1.79K | Jun 30, 26 | -- | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.57K | Jun 30, 26 | +58 | 0.01% |
| IFG Advisory, LLC | 1.55K | Jun 30, 26 | +1.55K | 0.01% |
| HARBOUR INVESTMENTS, INC. | 1.03K | Jun 30, 26 | -287 | 0.00% |
| MidFirst Bank | 1.00K | Jun 30, 26 | -- | 0.00% |
| Rialto Wealth Management, LLC | 828 | Jun 30, 26 | -- | 0.00% |
| Allworth Financial LP | 813 | Jun 30, 26 | -- | 0.00% |
| Asset Dedication, LLC | 803 | Jun 30, 26 | -- | 0.00% |
| BlackRock, Inc. | 590 | Jun 30, 26 | +440 | 0.00% |
| NorthAvenue LLC | 387 | Jun 30, 26 | -- | 0.00% |
| MASSMUTUAL TRUST CO FSB/ADV | 135 | Jun 30, 26 | -- | 0.00% |
| Caldwell Trust Co | 40 | Jun 30, 26 | -- | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 38 | Jun 30, 26 | -- | 0.00% |
| Private Advisor Group, LLC | -- | Jun 30, 26 | -15.61K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -131 | -- |
| O'Domhnaill Enterprises, Inc. | -- | Jun 30, 26 | -26.16K | -- |
| Matthew Goff Investment Advisor, LLC | -- | Jun 30, 26 | -134.64K | -- |
| CLIENT 1ST ADVISORY GROUP, LLC | -- | Jun 30, 26 | -19.92K | -- |
| Wolfstich Capital, LLC | -- | Jun 30, 26 | -36.75K | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -104.65K | -- |
| CWM, LLC | 72.55K | Mar 31, 26 | -3.98K | 0.28% |
| Signature Wealth Management Group | 42.26K | Mar 31, 26 | -3.83K | 0.16% |
| First Affirmative Financial Network | 16.10K | Mar 31, 26 | +16.10K | 0.06% |
| Leo Wealth, LLC | 10.01K | Mar 31, 26 | +33 | 0.04% |
| COMERICA BANK | 6.98K | Dec 31, 25 | +245 | 0.03% |
| Stephens Consulting, LLC | 313 | Dec 31, 25 | -- | 0.00% |
| Vishria Bird Financial Group, LLC | 1.14M | Sep 30, 25 | +1.13M | 4.46% |
| Exchange Capital Management, Inc. | 14.48K | Jun 30, 25 | -1.03K | 0.06% |
| Sandy Spring Bank | 61.83K | Mar 31, 25 | +8.13K | 0.24% |
| Orion Portfolio Solutions, LLC | 21.11K | Mar 31, 25 | +21.11K | 0.08% |
| Private Portfolio Partners LLC | 18.20K | Dec 31, 24 | +4.00K | 0.07% |
| Kades & Cheifetz LLC | 13.74K | Dec 31, 24 | +13.74K | 0.05% |
| Raymond James Financial Services Advisors, Inc. | 319.13K | Sep 30, 24 | -78 | 1.24% |
| Gateway Advisory, LLC | 173.42K | Sep 30, 24 | +593 | 0.68% |
| RAYMOND JAMES & ASSOCIATES | 60.32K | Sep 30, 24 | +6.41K | 0.23% |
| FinTrust Capital Advisors, LLC | 3.97K | Sep 30, 24 | +3.97K | 0.02% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 2.00K | Jun 30, 24 | -4.44K | 0.01% |
| BlackRock Inc. | 147 | Jun 30, 24 | +3 | 0.00% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 753.83K | Mar 31, 24 | +42.84K | 2.93% |
| Cetera Advisors LLC | 24.50K | Mar 31, 24 | +24.50K | 0.10% |
| Cetera Advisor Networks LLC | 8.49K | Mar 31, 24 | +8.49K | 0.03% |
| COLONY GROUP LLC | 33.09K | Sep 30, 23 | +557 | 0.13% |
| BerganKDV Wealth Management, LLC | 2.63K | Jun 30, 23 | +2.63K | 0.01% |
| Vigilant Capital Management, LLC | 650 | Jun 30, 23 | -- | 0.00% |
| American Portfolios Advisors | 46.68K | Sep 30, 22 | +46.68K | 0.18% |
| Farmer Steven Patrick | 263.70K | Jun 30, 22 | +263.70K | 1.03% |
| Beacon Pointe Wealth Advisors, LLC | 10.18K | Dec 31, 19 | +10.18K | 0.04% |
| CAPITAL ONE, NATIONAL ASSOCIATION | 7.71K | Dec 31, 19 | +7.71K | 0.03% |