| BOS Asset Management, LLC | -- | Sep 30, 26 | -10.00K | -- |
| MORGAN STANLEY | 676.10K | Jun 30, 26 | +33.45K | 4.46% |
| Z3 Capital Partners, LLC | 357.12K | Jun 30, 26 | +31.64K | 2.36% |
| Invesco Ltd. | 313.55K | Jun 30, 26 | -4.02K | 2.07% |
| ROYAL BANK OF CANADA | 297.42K | Jun 30, 26 | -3.15K | 1.96% |
| WELLS FARGO & COMPANY/MN | 130.30K | Jun 30, 26 | +9.12K | 0.86% |
| GUGGENHEIM CAPITAL LLC | 129.09K | Jun 30, 26 | -10.45K | 0.85% |
| OPPENHEIMER & CO INC | 126.92K | Jun 30, 26 | +11.70K | 0.84% |
| LPL Financial LLC | 113.56K | Jun 30, 26 | +5.26K | 0.75% |
| Live Oak Private Wealth LLC | 84.17K | Jun 30, 26 | -- | 0.56% |
| UBS Group AG | 83.26K | Jun 30, 26 | +3.98K | 0.55% |
| Atomi Financial Group, Inc. | 81.63K | Jun 30, 26 | -554 | 0.54% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 55.18K | Jun 30, 26 | +5.33K | 0.36% |
| ADVISOR GROUP HOLDINGS, INC. | 54.61K | Jun 30, 26 | +10.19K | 0.36% |
| Alessandra Capital Management, LLC | 54.42K | Jun 30, 26 | +4.90K | 0.36% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 37.60K | Jun 30, 26 | +1.84K | 0.25% |
| RAYMOND JAMES FINANCIAL INC | 36.51K | Jun 30, 26 | +580 | 0.24% |
| BANK OF AMERICA CORP /DE/ | 32.18K | Jun 30, 26 | +13.16K | 0.21% |
| Cambridge Investment Research Advisors, Inc. | 28.41K | Jun 30, 26 | -1.05K | 0.19% |
| C2C Wealth Management, LLC | 26.23K | Jun 30, 26 | -- | 0.17% |
| NWF Advisory Services Inc. | 24.40K | Jun 30, 26 | +500 | 0.16% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 23.55K | Jun 30, 26 | -100 | 0.16% |
| Kovack Advisors, Inc. | 23.55K | Jun 30, 26 | +815 | 0.16% |
| UHLMANN PRICE SECURITIES, LLC | 22.96K | Jun 30, 26 | -2.67K | 0.15% |
| NewEdge Advisors, LLC | 21.73K | Jun 30, 26 | -2.27K | 0.14% |
| Cyndeo Wealth Partners, LLC | 20.32K | Jun 30, 26 | -- | 0.13% |
| COMMONWEALTH EQUITY SERVICES, LLC | 16.89K | Jun 30, 26 | +117 | 0.11% |
| Garden State Investment Advisory Services LLC | 14.91K | Jun 30, 26 | +2.11K | 0.10% |
| Cetera Investment Advisers | 14.23K | Jun 30, 26 | +4.00K | 0.09% |
| BOS Asset Management, LLC | 10.00K | Jun 30, 26 | +10.00K | 0.07% |
| SRS Capital Advisors, Inc. | 7.60K | Jun 30, 26 | +6.60K | 0.05% |
| FIFTH THIRD BANCORP | 4.00K | Jun 30, 26 | -- | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.34K | Jun 30, 26 | +1.34K | 0.01% |
| Greykasell Wealth Strategies, Inc. | 1.25K | Jun 30, 26 | -- | 0.01% |
| ASSETMARK, INC | 852 | Jun 30, 26 | -- | 0.01% |
| West Branch Capital LLC | 535 | Jun 30, 26 | +12 | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 215 | Jun 30, 26 | +215 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 181 | Jun 30, 26 | +181 | 0.00% |
| Rockefeller Capital Management L.P. | 29 | Jun 30, 26 | -- | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 22 | Jun 30, 26 | -- | 0.00% |
| Kestra Advisory Services, LLC | -- | Jun 30, 26 | -21.19K | -- |
| Steward Partners Investment Advisory, LLC | -- | Jun 30, 26 | -1.14K | -- |
| XTX Topco Ltd | -- | Jun 30, 26 | -11.96K | -- |
| WOLVERINE ASSET MANAGEMENT LLC | -- | Jun 30, 26 | -22.11K | -- |
| COMERICA BANK | 4.02K | Dec 31, 25 | -740 | 0.03% |
| Raymond James Financial Services Advisors, Inc. | 160.56K | Sep 30, 24 | +6.78K | 1.06% |
| RAYMOND JAMES & ASSOCIATES | 35.05K | Sep 30, 24 | -1.69K | 0.23% |
| ADVISOR PARTNERS II, LLC | 45.91K | Sep 30, 23 | +45.91K | 0.30% |
| Sargent Bickham Lagudis LLC | 484 | Dec 31, 22 | -750 | 0.00% |
| B. Riley Wealth Management, Inc. | 17.73K | Jun 30, 22 | +17.73K | 0.12% |
| NEXT Financial Group, Inc | 19.30K | Dec 31, 21 | -2.80K | 0.13% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 13.05K | Sep 30, 21 | +13.05K | 0.09% |
| Jolley Asset Management, LLC | 65.92K | Mar 31, 20 | +5.00K | 0.43% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 376.70K | Dec 31, 19 | +45.95K | 2.49% |
| Advisor Group, Inc. | 9.24K | Dec 31, 19 | +185 | 0.06% |
| BB&T SECURITIES, LLC | 20.34K | Sep 30, 19 | -1.61K | 0.13% |
| BB&T INVESTMENT SERVICES, INC. | -- | Dec 31, 17 | -17 | -- |
| MSI Financial Services Inc | 627 | Dec 31, 16 | -539 | 0.00% |
| UBS AG | 584.74K | Sep 30, 14 | -79.63K | 3.86% |