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Institutional Ownership

Top 205 Institutional Holders
HolderSharesDateChange% Held
ENVESTNET ASSET MANAGEMENT INC1.38MJun 30, 26+120.16K4.58%
TITLEIST ASSET MANAGEMENT, LLC1.37MJun 30, 26+143.74K4.55%
HM PAYSON & CO1.20MJun 30, 26+500.97K3.98%
D.A. DAVIDSON & CO.1.01MJun 30, 26+87.33K3.34%
Journey Advisory Group, LLC902.78KJun 30, 26+51.37K2.99%
MKT Advisors LLC712.01KJun 30, 26+39.67K2.36%
Probity Advisors, Inc.601.27KJun 30, 26+52.50K1.99%
Legacy Private Trust Co.577.48KJun 30, 26+31.95K1.91%
SHELTON WEALTH MANAGEMENT, LLC554.48KJun 30, 26+39.38K1.83%
BAILARD, INC.536.04KJun 30, 26-3.36K1.77%
Waycross Investment Management Co531.03KJun 30, 26+9.93K1.76%
Krilogy Financial LLC495.55KJun 30, 26+33.47K1.64%
Heartwood Wealth Advisors LLC493.75KJun 30, 26+8.02K1.63%
Trust Co490.58KJun 30, 26+4.75K1.62%
CONFLUENCE INVESTMENT MANAGEMENT LLC322.90KJun 30, 26-30.74K1.07%
REBALANCE, LLC297.50KJun 30, 26+34.08K0.98%
COMMONWEALTH EQUITY SERVICES, LLC272.86KJun 30, 26+21.63K0.90%
CENTRAL TRUST Co265.40KJun 30, 26+9.74K0.88%
Asset Dedication, LLC253.04KJun 30, 26+23.42K0.84%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC234.85KJun 30, 26+16.45K0.78%
Accretive Wealth Partners, LLC211.77KJun 30, 26+40.74K0.70%
CHATHAM CAPITAL GROUP, INC.198.38KJun 30, 26+12.38K0.66%
HOWLAND CAPITAL MANAGEMENT LLC197.81KJun 30, 26+22.19K0.65%
Atria Investments, Inc125.39KJun 30, 26+3.92K0.41%
PARK AVENUE SECURITIES LLC122.60KJun 30, 26+3.11K0.41%
Hughes Financial Services, LLC110.04KJun 30, 26-180.36%
SIGNATUREFD, LLC103.35KJun 30, 26+20.47K0.34%
Mechanics Bank Trust Department90.50KJun 30, 26-2.50K0.30%
ATWOOD & PALMER INC87.41KJun 30, 26-2.88K0.29%
Kestra Advisory Services, LLC85.88KJun 30, 26+4000.28%
IFP Advisors, Inc79.80KJun 30, 26+3.99K0.26%
Belpointe Asset Management LLC78.86KJun 30, 26-1.22K0.26%
LEAVELL INVESTMENT MANAGEMENT, INC.69.84KJun 30, 26+18.45K0.23%
ASSOCIATED BANC-CORP62.57KJun 30, 26+3.17K0.21%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC60.00KJun 30, 26+21.72K0.20%
Apella Capital, LLC59.72KJun 30, 26+16.30K0.20%
Old Port Advisors57.70KJun 30, 26-4.13K0.19%
Yoder Wealth Management, Inc.49.00KJun 30, 26+2500.16%
MV CAPITAL MANAGEMENT, INC.43.30KJun 30, 26--0.14%
JIM SAULNIER & ASSOCIATES, LLC42.53KJun 30, 26+3.33K0.14%
DUNCKER STREETT & CO INC41.79KJun 30, 26+3930.14%
Montecito Bank & Trust41.18KJun 30, 26+6.07K0.14%
Foundry Financial Group, Inc.40.12KJun 30, 26+2.81K0.13%
Community Financial Services Group, LLC36.75KJun 30, 26+36.75K0.12%
CARY STREET PARTNERS FINANCIAL LLC34.88KJun 30, 26-1.41K0.12%
BIP Wealth, LLC33.58KJun 30, 26-2.78K0.11%
Keeler THomas Management LLC32.66KJun 30, 26-8.85K0.11%
Cambridge Investment Research Advisors, Inc.27.85KJun 30, 26+7.10K0.09%
Granite Harbor Advisors, Inc.24.77KJun 30, 26-16.50K0.08%
DecisionMap Wealth Management, LLC22.49KJun 30, 26+4.99K0.07%
Great Diamond Partners, LLC22.03KJun 30, 26+7.07K0.07%
XY Planning Network, Inc.21.41KJun 30, 26+21.41K0.07%
CGN Advisors LLC21.41KJun 30, 26+720.07%
Jacobi Capital Management LLC21.28KJun 30, 26+1310.07%
Guidance Point Advisors, LLC20.53KJun 30, 26+1.87K0.07%
Trinity Wealth Management, LLC17.73KJun 30, 26+1810.06%
Northstar Group, Inc.17.27KJun 30, 26+17.27K0.06%
Single Point Partners, LLC16.94KJun 30, 26+16.94K0.06%
Financial Advisory Corp15.59KJun 30, 26+4.14K0.05%
Kerntke Otto McGlone Wealth Management Group15.56KJun 30, 26+15.56K0.05%
Prosperity Planning, Inc.15.52KJun 30, 26--0.05%
Opus Capital Group, LLC15.33KJun 30, 26+15.33K0.05%
SMITHBRIDGE ASSET MANAGEMENT INC/DE15.00KJun 30, 26--0.05%
PRINCIPAL SECURITIES, INC.14.41KJun 30, 26+120.05%
JAMES INVESTMENT RESEARCH INC14.35KJun 30, 26--0.05%
BARRETT & COMPANY, INC.14.17KJun 30, 26+5.06K0.05%
Physician Wealth Advisors, Inc.13.89KJun 30, 26+5.96K0.05%
SPRENG CAPITAL MANAGEMENT, INC.13.76KJun 30, 26+13.76K0.05%
KFG WEALTH MANAGEMENT, LLC13.73KJun 30, 26+850.05%
SCHMIDT P J INVESTMENT MANAGEMENT INC13.47KJun 30, 26--0.04%
Straight Path Wealth Management11.66KJun 30, 26+1.63K0.04%
Crews Bank & Trust8.97KJun 30, 26--0.03%
MATHER GROUP, LLC.8.35KJun 30, 26+8.35K0.03%
Key FInancial Inc5.54KJun 30, 26+5.54K0.02%
PHILLIPS FINANCIAL MANAGEMENT, LLC5.06KJun 30, 26+5.06K0.02%
Bogart Wealth, LLC3.56KJun 30, 26--0.01%
High Note Wealth, LLC1.51KJun 30, 26--0.00%
Longview Financial Advisors LLC1.15KJun 30, 26+1.15K0.00%
Robbins Farley1.01KJun 30, 26--0.00%
Pflug Koory, LLC911Jun 30, 26--0.00%
MB, LEVIS & ASSOCIATES, LLC880Jun 30, 26+80.00%
First PREMIER Bank849Jun 30, 26--0.00%
Pinnacle Bancorp, Inc.756Jun 30, 26--0.00%
ASSETMARK, INC126Jun 30, 26+1260.00%
Holos Integrated Wealth LLC--Jun 30, 26-2.08K--
Clayton Financial Group LLC--Jun 30, 26-787--
HAZLETT, BURT & WATSON, INC.--Jun 30, 26-900--
KESTRA PRIVATE WEALTH SERVICES, LLC--Jun 30, 26-10.03K--
Richmond Investment Services, LLC--Jun 30, 26-31.85K--
Root Financial Partners, LLC--Jun 30, 26-609--
FF Advisors,LLC--Jun 30, 26-53.28K--
Kohmann Bosshard Financial Services, LLC--Jun 30, 26-2.00K--
CREATIVE FINANCIAL DESIGNS INC /ADV--Jun 30, 26-196--
WELLS FARGO & COMPANY/MN3.73MMar 31, 26+576.93K12.35%
MERCER GLOBAL ADVISORS INC /ADV2.65MMar 31, 26+843.05K8.78%
BANK OF AMERICA CORP /DE/1.83MMar 31, 26+124.09K6.07%
UNITED CAPITAL FINANCIAL ADVISERS, LLC1.24MMar 31, 26+312.08K4.09%
Journey Advisory Group, LLC851.41KMar 31, 26+33.90K2.82%
CWM, LLC836.48KMar 31, 26+49.87K2.77%
RAYMOND JAMES FINANCIAL INC811.89KMar 31, 26+80.04K2.69%
BlackRock, Inc.763.51KMar 31, 26+442.83K2.53%
MML INVESTORS SERVICES, LLC707.82KMar 31, 26-40.85K2.34%
Vista Private Wealth Partners. LLC694.52KMar 31, 26+694.52K2.30%
UBS Group AG692.57KMar 31, 26+105.98K2.29%
AMERIPRISE FINANCIAL INC687.43KMar 31, 26+422.91K2.27%
Wealth Management Strategies, Inc.665.88KMar 31, 26+23.39K2.20%
MORGAN STANLEY598.19KMar 31, 26+294.02K1.98%
EIGHT 31 FINANCIAL LLC503.07KMar 31, 26-7.92K1.66%
ROYAL BANK OF CANADA500.62KMar 31, 26+52.01K1.66%
NewEdge Advisors, LLC500.13KMar 31, 26+30.94K1.66%
Snowden Capital Advisors LLC449.18KMar 31, 26+1.58K1.49%
LPL Financial LLC392.10KMar 31, 26+142.28K1.30%
Cetera Investment Advisers318.64KMar 31, 26+39.83K1.05%
Stockman Wealth Management, Inc.265.99KMar 31, 26+28.23K0.88%
Baird Financial Group, Inc.255.47KMar 31, 26+58.74K0.85%
THOROUGHBRED FINANCIAL SERVICES, LLC204.72KMar 31, 26+22.42K0.68%
Janney Montgomery Scott LLC188.44KMar 31, 26+72.37K0.62%
Parallel Advisors, LLC181.97KMar 31, 26+15.56K0.60%
HighTower Advisors, LLC155.97KMar 31, 26-1.44K0.52%
BOSTON FAMILY OFFICE LLC142.47KMar 31, 26+27.09K0.47%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO137.87KMar 31, 26+25.62K0.46%
CITADEL ADVISORS LLC134.89KMar 31, 26+77.70K0.45%
Sanctuary Advisors, LLC127.08KMar 31, 26+4.97K0.42%
Financial Engines Advisors L.L.C.100.78KMar 31, 26+4.22K0.33%
Integrated Wealth Concepts LLC100.42KMar 31, 26+39.88K0.33%
STIFEL FINANCIAL CORP96.08KMar 31, 26+25.64K0.32%
FIRST NATIONAL BANK OF OMAHA64.31KMar 31, 26-23.64K0.21%
Allworth Financial LP62.32KMar 31, 26--0.21%
Valmark Advisers, Inc.60.00KMar 31, 26+2.04K0.20%
SCS Capital Management LLC57.52KMar 31, 26+20.16K0.19%
ADVISOR GROUP HOLDINGS, INC.54.38KMar 31, 26+9.51K0.18%
U.S. Capital Wealth Advisors, LLC49.60KMar 31, 26+3770.16%
Reliant Wealth Planning42.00KMar 31, 26+4.78K0.14%
Colony Group, LLC41.46KMar 31, 26-1.36K0.14%
TABLEAUX LLC35.92KMar 31, 26+4.74K0.12%
Cerity Partners LLC35.29KMar 31, 26+9.64K0.12%
Atlantic Private Wealth, LLC33.06KMar 31, 26-2080.11%
KING LUTHER CAPITAL MANAGEMENT CORP29.59KMar 31, 26+1.84K0.10%
Leo Wealth, LLC28.71KMar 31, 26+2.60K0.10%
Compass Ion Advisors, LLC27.00KMar 31, 26--0.09%
CAPTRUST FINANCIAL ADVISORS26.01KMar 31, 26-4.86K0.09%
Equitable Holdings, Inc.25.22KMar 31, 26-650.08%
HARBOUR INVESTMENTS, INC.24.86KMar 31, 26+5.79K0.08%
AQR CAPITAL MANAGEMENT LLC23.28KMar 31, 26--0.08%
Capital Investment Advisors, LLC23.22KMar 31, 26+2.19K0.08%
Heartland Bank & Trust Co22.60KMar 31, 26+4.90K0.07%
Lido Advisors, LLC22.29KMar 31, 26+2.48K0.07%
Kestra Investment Management, LLC17.70KMar 31, 26+1010.06%
Passive Capital Management, LLC.15.94KMar 31, 26--0.05%
JANE STREET GROUP, LLC15.53KMar 31, 26-13.66K0.05%
COLDSTREAM CAPITAL MANAGEMENT INC14.74KMar 31, 26--0.05%
Element Wealth, LLC14.38KMar 31, 26+2.73K0.05%
LIBERTY WEALTH MANAGEMENT LLC14.35KMar 31, 26+720.05%
LEVEL FOUR ADVISORY SERVICES, LLC13.84KMar 31, 26+30.05%
Jaffetilchin Investment Partners, LLC13.75KMar 31, 26+820.05%
Visionary Wealth Advisors12.05KMar 31, 26+1330.04%
Pensionmark Financial Group, LLC11.45KMar 31, 26+11.45K0.04%
HANOVER ADVISORS INC11.14KMar 31, 26-2740.04%
Midwest Professional Planners, LTD.10.90KMar 31, 26+6420.04%
Stratos Wealth Partners, LTD.10.38KMar 31, 26+10.38K0.03%
LBMC INVESTMENT ADVISORS, LLC10.09KMar 31, 26+10.09K0.03%
United Community Bank8.51KMar 31, 26+8.51K0.03%
Atlantic Union Bankshares Corp8.33KMar 31, 26--0.03%
Hills Bank & Trust Co6.01KMar 31, 26+6.01K0.02%
FIFTH THIRD BANCORP5.69KMar 31, 26+5.69K0.02%
NATIONAL BANK OF CANADA /FI/4.98KMar 31, 26+9360.02%
Cherry Tree Wealth Management, LLC4.96KMar 31, 26--0.02%
MAI Capital Management4.94KMar 31, 26--0.02%
CNB Bank3.99KMar 31, 26-170.01%
JPL Wealth Management, LLC3.38KMar 31, 26+3.38K0.01%
US BANCORP \DE\3.36KMar 31, 26--0.01%
Bank of Jackson Hole Trust3.13KMar 31, 26--0.01%
Financial Connections Group, Inc.2.71KMar 31, 26+2.71K0.01%
Rockefeller Capital Management L.P.2.70KMar 31, 26+7600.01%
TD Capital Management LLC2.28KMar 31, 26+130.01%
Clearstead Trust, LLC2.14KMar 31, 26--0.01%
BANK OF MONTREAL /CAN/1.91KMar 31, 26+1.91K0.01%
Steward Partners Investment Advisory, LLC1.51KMar 31, 26+90.01%
Advisory Services Network, LLC558Mar 31, 26+5580.00%
VANGUARD ADVISERS INC404Mar 31, 26+4040.00%
PNC FINANCIAL SERVICES GROUP, INC.71Mar 31, 26--0.00%
Larson Financial Group LLC36Mar 31, 26+360.00%
Smartleaf Asset Management LLC1Mar 31, 26-30.00%
STAR Financial Bank--Mar 31, 26-17.09K--
GOLDMAN SACHS GROUP INC--Mar 31, 26-41.23K--
Tower Research Capital LLC (TRC)--Mar 31, 26-121.66K--
FLOW TRADERS U.S. LLC--Mar 31, 26-46.25K--
O'Brien Wealth Partners LLC12.74KDec 31, 25+12.74K0.04%
COMERICA BANK2.24KDec 31, 25-7.36K0.01%
CIBC Private Wealth Group, LLC--Dec 31, 25-265--
GPS Wealth Strategies Group, LLC--Dec 31, 25-314--
COUNTRY CLUB BANK /GFN96.44KSep 30, 25-4.84K0.32%
AllSquare Wealth Management LLC22.86KSep 30, 25+5950.08%
FULLCIRCLE WEALTH LLC13.81KSep 30, 25--0.05%
Lowe Wealth Advisors, LLC4.94KSep 30, 25--0.02%
Exchange Capital Management, Inc.16.24KJun 30, 25+3590.05%
Spectrum Wealth Counsel, LLC2.54KMar 31, 25--0.01%
RAYMOND JAMES & ASSOCIATES370.83KSep 30, 24-29.69K1.23%
Raymond James Financial Services Advisors, Inc.103.69KSep 30, 24+9.37K0.34%
FinTrust Capital Advisors, LLC5.57KSep 30, 24--0.02%
BENJAMIN F. EDWARDS & COMPANY, INC.259Jun 30, 24+2590.00%
Cetera Advisors LLC119.41KMar 31, 24-6.16K0.40%
InterOcean Capital Group, LLC30.29KMar 31, 24--0.10%
H. L. Ormond & Company, LLC65.39KSep 30, 22+48.65K0.22%
Farmer Steven Patrick849.95KJun 30, 22+849.95K2.81%

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