Stocks breaking to new annual highs
S&P 500 oversold value screener
Relative strength momentum leaders
Upcoming earnings dates & reports
Filter and sort all 500 stocks
Continuous multi-factor scoring & catalyst forensics
Today's biggest gainers and losers
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 2.69M | Jun 30, 26 | +2.65M | 16.31% |
| LPL Financial LLC | 1.66M | Jun 30, 26 | +1.43M | 10.05% |
| Sather Financial Group Inc | 1.07M | Jun 30, 26 | +51.69K | 6.49% |
| Phoenix Holdings Ltd. | 1.03M | Jun 30, 26 | -- | 6.22% |
| MORGAN STANLEY | 858.92K | Jun 30, 26 | +48.37K | 5.21% |
| ROYAL BANK OF CANADA | 484.62K | Jun 30, 26 | -89.81K | 2.94% |
| ELEMENT POINTE ADVISORS, LLC | 482.11K | Jun 30, 26 | +37.49K | 2.93% |
| BANK OF AMERICA CORP /DE/ | 426.24K | Jun 30, 26 | +37.11K | 2.59% |
| Toroso Investments, LLC | 378.03K | Jun 30, 26 | +378.03K | 2.29% |
| WELLS FARGO & COMPANY/MN | 372.13K | Jun 30, 26 | +17.11K | 2.26% |
| Kingsview Wealth Management, LLC | 358.09K | Jun 30, 26 | -1.80K | 2.17% |
| Wharton Business Group, LLC | 335.81K | Jun 30, 26 | -- | 2.04% |
| ENVESTNET ASSET MANAGEMENT INC | 333.17K | Jun 30, 26 | +169.22K | 2.02% |
| Bank of New York Mellon Corp | 215.72K | Jun 30, 26 | -35.24K | 1.31% |
| GOLDMAN SACHS GROUP INC | 187.44K | Jun 30, 26 | -34.33K | 1.14% |
| Cetera Investment Advisers | 178.67K | Jun 30, 26 | -19.44K | 1.08% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 163.51K | Jun 30, 26 | +81.74K | 0.99% |
| UBS Group AG | 147.43K | Jun 30, 26 | -6.64K | 0.90% |
| RAYMOND JAMES FINANCIAL INC | 142.45K | Jun 30, 26 | +88.20K | 0.86% |
| STIFEL FINANCIAL CORP | 123.05K | Jun 30, 26 | +8.17K | 0.75% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 107.66K | Jun 30, 26 | -9.09K | 0.65% |
| MERCER GLOBAL ADVISORS INC /ADV | 106.85K | Jun 30, 26 | -5.10K | 0.65% |
| Sage Advisory Services, Ltd.Co. | 98.10K | Jun 30, 26 | -6.61K | 0.60% |
| MARTIN & CO INC /TN/ | 87.96K | Jun 30, 26 | -821 | 0.53% |
| Merit Financial Group, LLC | 84.79K | Jun 30, 26 | -35 | 0.51% |
| COMMONWEALTH EQUITY SERVICES, LLC | 56.63K | Jun 30, 26 | -4.82K | 0.34% |
| BNP PARIBAS ARBITRAGE, SNC | 50.02K | Jun 30, 26 | -299.98K | 0.30% |
| PEAPACK GLADSTONE FINANCIAL CORP | 49.06K | Jun 30, 26 | -2.10K | 0.30% |
| FDx Advisors, Inc. | 48.39K | Jun 30, 26 | +4.67K | 0.29% |
| IFG Advisory, LLC | 42.38K | Jun 30, 26 | +42.38K | 0.26% |
| Rockefeller Capital Management L.P. | 40.02K | Jun 30, 26 | +2.09K | 0.24% |
| Janney Montgomery Scott LLC | 39.63K | Jun 30, 26 | +19.49K | 0.24% |
| LEUTHOLD GROUP, LLC | 38.24K | Jun 30, 26 | +6.28K | 0.23% |
| HARBOUR INVESTMENTS, INC. | 37.74K | Jun 30, 26 | +23.32K | 0.23% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36.54K | Jun 30, 26 | +2.03K | 0.22% |
| Beacon Pointe Advisors, LLC | 34.58K | Jun 30, 26 | -1.81K | 0.21% |
| WEXFORD CAPITAL LP | 30.97K | Jun 30, 26 | +30.97K | 0.19% |
| AMERIPRISE FINANCIAL INC | 30.03K | Jun 30, 26 | -71.09K | 0.18% |
| Creative Planning | 28.72K | Jun 30, 26 | -3.06K | 0.17% |
| Hills Bank & Trust Co | 28.21K | Jun 30, 26 | -160 | 0.17% |
| Kestra Advisory Services, LLC | 27.98K | Jun 30, 26 | -3.14K | 0.17% |
| ADVISOR GROUP HOLDINGS, INC. | 27.02K | Jun 30, 26 | -5.05K | 0.16% |
| JONES FINANCIAL COMPANIES LLLP | 26.59K | Jun 30, 26 | -895 | 0.16% |
| Integrated Wealth Concepts LLC | 25.79K | Jun 30, 26 | +25.79K | 0.16% |
| HighTower Advisors, LLC | 24.67K | Jun 30, 26 | -4.41K | 0.15% |
| TRUIST FINANCIAL CORP | 23.75K | Jun 30, 26 | -277 | 0.14% |
| TRUST CO OF TOLEDO NA /OH/ | 23.71K | Jun 30, 26 | -25 | 0.14% |
| Jefferies Financial Group Inc. | 22.45K | Jun 30, 26 | -- | 0.14% |
| FMR LLC | 20.55K | Jun 30, 26 | -3.13K | 0.12% |
| Quadrature Capital Ltd | 20.26K | Jun 30, 26 | -1.59K | 0.12% |
| Cambridge Investment Research Advisors, Inc. | 20.26K | Jun 30, 26 | -1.02K | 0.12% |
| Sowell Financial Services LLC | 20.14K | Jun 30, 26 | -14 | 0.12% |
| GTS SECURITIES LLC | 16.85K | Jun 30, 26 | -3.77K | 0.10% |
| Tower Research Capital LLC (TRC) | 16.53K | Jun 30, 26 | -43.40K | 0.10% |
| INVESTMENT HOUSE LLC | 15.57K | Jun 30, 26 | +513 | 0.09% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 15.42K | Jun 30, 26 | +171 | 0.09% |
| TWO SIGMA INVESTMENTS, LP | 14.52K | Jun 30, 26 | -362.30K | 0.09% |
| SCOTIA CAPITAL INC. | 14.31K | Jun 30, 26 | +87 | 0.09% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 14.14K | Jun 30, 26 | -169 | 0.09% |
| Neuberger Berman Group LLC | 13.65K | Jun 30, 26 | -- | 0.08% |
| Sava Infond d.o.o. | 13.58K | Jun 30, 26 | -- | 0.08% |
| MML INVESTORS SERVICES, LLC | 13.30K | Jun 30, 26 | +5.19K | 0.08% |
| Coastal Investment Advisors, Inc. | 12.91K | Jun 30, 26 | +12.70K | 0.08% |
| Wisconsin Wealth Advisors, LLC | 12.77K | Jun 30, 26 | -314 | 0.08% |
| SHELTON CAPITAL MANAGEMENT | 12.65K | Jun 30, 26 | +12.65K | 0.08% |
| PRINCIPAL SECURITIES, INC. | 12.32K | Jun 30, 26 | -640 | 0.07% |
| Cerity Partners LLC | 12.30K | Jun 30, 26 | -7.07K | 0.07% |
| Evanson Financial, LLC | 12.29K | Jun 30, 26 | +12.29K | 0.07% |
| Colony Group, LLC | 11.85K | Jun 30, 26 | -7 | 0.07% |
| Voya Financial Advisors, Inc. | 11.82K | Jun 30, 26 | +1.07K | 0.07% |
| Caprock Group, LLC | 11.45K | Jun 30, 26 | -- | 0.07% |
| VestGen Advisors, LLC | 10.94K | Jun 30, 26 | +10.94K | 0.07% |
| NORTHLAND SECURITIES, INC. | 10.80K | Jun 30, 26 | +285 | 0.07% |
| Federation des caisses Desjardins du Quebec | 10.58K | Jun 30, 26 | -1.99K | 0.06% |
| Cresset Asset Management, LLC | 10.28K | Jun 30, 26 | -- | 0.06% |
| First Heartland Consultants, Inc. | 10.07K | Jun 30, 26 | +6 | 0.06% |
| Iowa State Bank | 10.00K | Jun 30, 26 | -- | 0.06% |
| SRS Capital Advisors, Inc. | 9.77K | Jun 30, 26 | +8.34K | 0.06% |
| Urban Wealth Management, LLC | 9.72K | Jun 30, 26 | -500 | 0.06% |
| IEQ CAPITAL, LLC | 9.54K | Jun 30, 26 | -- | 0.06% |
| WEDBUSH SECURITIES INC | 9.48K | Jun 30, 26 | -- | 0.06% |
| Kraft, Davis & Associates, LLC | 9.09K | Jun 30, 26 | +3.06K | 0.06% |
| GARRISON POINT ADVISORS, LLC | 8.86K | Jun 30, 26 | -- | 0.05% |
| FIFTH THIRD SECURITIES, INC. | 8.66K | Jun 30, 26 | -1.00K | 0.05% |
| NBC SECURITIES, INC. | 8.53K | Jun 30, 26 | +1.20K | 0.05% |
| MAI Capital Management | 8.05K | Jun 30, 26 | -3.07K | 0.05% |
| Advisory Services Network, LLC | 8.05K | Jun 30, 26 | -220 | 0.05% |
| FIRST FOUNDATION ADVISORS | 7.85K | Jun 30, 26 | -- | 0.05% |
| Haverford Trust Co | 7.37K | Jun 30, 26 | -- | 0.04% |
| Bensler, LLC | 7.31K | Jun 30, 26 | -- | 0.04% |
| Purkiss Capital Advisors LLC | 7.20K | Jun 30, 26 | -897 | 0.04% |
| THRIVENT FINANCIAL FOR LUTHERANS | 7.17K | Jun 30, 26 | +441 | 0.04% |
| EQUITY INVESTMENT CORP | 6.96K | Jun 30, 26 | +6.96K | 0.04% |
| KCM INVESTMENT ADVISORS LLC | 6.96K | Jun 30, 26 | -- | 0.04% |
| GRIMES & COMPANY, INC. | 6.78K | Jun 30, 26 | -1.30K | 0.04% |
| Steward Partners Investment Advisory, LLC | 6.77K | Jun 30, 26 | -2.25K | 0.04% |
| Crescent Grove Advisors, LLC | 6.59K | Jun 30, 26 | -- | 0.04% |
| Valeo Financial Advisors, LLC | 6.49K | Jun 30, 26 | -- | 0.04% |
| IMC-Chicago, LLC | 6.47K | Jun 30, 26 | -1.83K | 0.04% |
| CAPTRUST FINANCIAL ADVISORS | 6.33K | Jun 30, 26 | +1 | 0.04% |
| PFG Investments, LLC | 6.28K | Jun 30, 26 | -- | 0.04% |
| Farther Finance Advisors, LLC | 6.25K | Jun 30, 26 | -657 | 0.04% |
| UBS ASSET MANAGEMENT AMERICAS INC | 6.19K | Jun 30, 26 | -- | 0.04% |
| FIRST HORIZON CORP | 6.13K | Jun 30, 26 | -2.38K | 0.04% |
| AlphaCore Capital LLC | 6.10K | Jun 30, 26 | -- | 0.04% |
| Glenview Trust Co | 6.09K | Jun 30, 26 | -100 | 0.04% |
| Equitable Holdings, Inc. | 5.93K | Jun 30, 26 | -1.58K | 0.04% |
| Capital Square, LLC | 5.89K | Jun 30, 26 | +5.89K | 0.04% |
| Pensionmark Financial Group, LLC | 5.77K | Jun 30, 26 | -634 | 0.04% |
| TritonPoint Partners, LLC | 5.62K | Jun 30, 26 | +5.62K | 0.03% |
| TRITONPOINT WEALTH, LLC | 5.62K | Jun 30, 26 | -2.38K | 0.03% |
| Perigon Wealth Management, LLC | 5.60K | Jun 30, 26 | +5.60K | 0.03% |
| Mason & Associates Inc | 5.49K | Jun 30, 26 | -- | 0.03% |
| Prospera Financial Services Inc | 5.32K | Jun 30, 26 | -- | 0.03% |
| TD Waterhouse Canada Inc. | 5.24K | Jun 30, 26 | -- | 0.03% |
| CI Private Wealth, LLC | 5.18K | Jun 30, 26 | -4.23K | 0.03% |
| Koshinski Asset Management, Inc. | 5.18K | Jun 30, 26 | -910 | 0.03% |
| HBK Sorce Advisory LLC | 5.15K | Jun 30, 26 | -19 | 0.03% |
| Financial Solutions Advisory Group, Inc. | 4.88K | Jun 30, 26 | +4.88K | 0.03% |
| Waterloo Capital, L.P. | 4.83K | Jun 30, 26 | +4.83K | 0.03% |
| Dakota Wealth Management | 4.71K | Jun 30, 26 | +4.71K | 0.03% |
| STEPHENS INC /AR/ | 4.68K | Jun 30, 26 | -100 | 0.03% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4.65K | Jun 30, 26 | +4.65K | 0.03% |
| Bouchey Financial Group Ltd | 4.59K | Jun 30, 26 | +94 | 0.03% |
| Arkadios Wealth Advisors | 4.52K | Jun 30, 26 | +4.52K | 0.03% |
| PRIMORIS WEALTH ADVISORS, LLC | 4.50K | Jun 30, 26 | +4.50K | 0.03% |
| Weaver Capital Management LLC | 4.48K | Jun 30, 26 | -- | 0.03% |
| Aviance Capital Partners, LLC | 4.25K | Jun 30, 26 | +4.25K | 0.03% |
| Joseph P. Lucia & Associates, LLC | 4.22K | Jun 30, 26 | +4.22K | 0.03% |
| BROWN ADVISORY INC | 4.17K | Jun 30, 26 | +4.17K | 0.03% |
| Quantinno Capital Management LP | 4.06K | Jun 30, 26 | -775 | 0.02% |
| BlackRock, Inc. | 4.04K | Jun 30, 26 | -- | 0.02% |
| V2 Financial group LLC | 4.00K | Jun 30, 26 | +4.00K | 0.02% |
| FIFTH THIRD BANCORP | 3.96K | Jun 30, 26 | +362 | 0.02% |
| Private Advisor Group, LLC | 3.84K | Jun 30, 26 | +3.84K | 0.02% |
| TWO SIGMA SECURITIES, LLC | 3.81K | Jun 30, 26 | +3.81K | 0.02% |
| TLWM | 3.80K | Jun 30, 26 | +3.80K | 0.02% |
| LAIRD NORTON TRUST COMPANY, LLC | 3.76K | Jun 30, 26 | +3.76K | 0.02% |
| BOKF, NA | 3.60K | Jun 30, 26 | -- | 0.02% |
| Mondrian Investment Partners LTD | 2.97K | Jun 30, 26 | +2.97K | 0.02% |
| EP Wealth Advisors, LLC | 2.91K | Jun 30, 26 | +2.91K | 0.02% |
| Global Retirement Partners, LLC | 2.78K | Jun 30, 26 | +2.78K | 0.02% |
| BANK OF MONTREAL /CAN/ | 2.42K | Jun 30, 26 | -404 | 0.01% |
| TOTH FINANCIAL ADVISORY CORP | 2.35K | Jun 30, 26 | -- | 0.01% |
| Institute for Wealth Management, LLC. | 2.28K | Jun 30, 26 | +2.28K | 0.01% |
| BARCLAYS PLC | 2.23K | Jun 30, 26 | -- | 0.01% |
| HARBOR INVESTMENT ADVISORY, LLC | 2.05K | Jun 30, 26 | -- | 0.01% |
| US BANCORP \DE\ | 1.99K | Jun 30, 26 | -32 | 0.01% |
| Balentine LLC | 1.94K | Jun 30, 26 | -- | 0.01% |
| N.E.W. Advisory Services LLC | 1.84K | Jun 30, 26 | -- | 0.01% |
| Powell Investment Advisors, LLC | 1.75K | Jun 30, 26 | -- | 0.01% |
| TSFG, LLC | 1.60K | Jun 30, 26 | -- | 0.01% |
| Y.D. More Investments Ltd | 1.49K | Jun 30, 26 | -- | 0.01% |
| HAZLETT, BURT & WATSON, INC. | 1.27K | Jun 30, 26 | -- | 0.01% |
| Smartleaf Asset Management LLC | 1.20K | Jun 30, 26 | -- | 0.01% |
| Founders Financial Alliance, LLC | 1.18K | Jun 30, 26 | +1.18K | 0.01% |
| RMG Wealth Management LLC | 1.16K | Jun 30, 26 | -- | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.05K | Jun 30, 26 | +157 | 0.01% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.04K | Jun 30, 26 | +1.04K | 0.01% |
| Brentview Investment Management LLC | 1.00K | Jun 30, 26 | -- | 0.01% |
| HighMark Wealth Management LLC | 1.00K | Jun 30, 26 | -509 | 0.01% |
| High Point Wealth Management, LLC | 1.00K | Jun 30, 26 | -- | 0.01% |
| 10Elms LLP | 1.00K | Jun 30, 26 | -- | 0.01% |
| Keating Financial Advisory Services, Inc. | 995 | Jun 30, 26 | -- | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 940 | Jun 30, 26 | -- | 0.01% |
| PRIVATE TRUST CO NA | 925 | Jun 30, 26 | -- | 0.01% |
| Golden State Equity Partners | 866 | Jun 30, 26 | -- | 0.01% |
| Nalls Sherbakoff Group, LLC | 866 | Jun 30, 26 | -- | 0.01% |
| Joseph Group Capital Management | 815 | Jun 30, 26 | -- | 0.00% |
| Cape Investment Advisory, Inc. | 805 | Jun 30, 26 | +805 | 0.00% |
| WealthShield Partners, LLC | 781 | Jun 30, 26 | -- | 0.00% |
| TOP Private Wealth LLC. | 735 | Jun 30, 26 | +735 | 0.00% |
| Strive Financial Group ,LLC | 670 | Jun 30, 26 | -- | 0.00% |
| City State Bank | 625 | Jun 30, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 613 | Jun 30, 26 | -- | 0.00% |
| CNB Bank | 610 | Jun 30, 26 | -- | 0.00% |
| Ameritas Investment Partners, Inc. | 604 | Jun 30, 26 | +1 | 0.00% |
| Commonwealth Retirement Investments LLC | 527 | Jun 30, 26 | +527 | 0.00% |
| SOA Wealth Advisors, LLC. | 500 | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 500 | Jun 30, 26 | -363 | 0.00% |
| Chung Wu Investment Group, LLC | 500 | Jun 30, 26 | -- | 0.00% |
| Vanguard National Trust Co | 500 | Jun 30, 26 | -- | 0.00% |
| Harbor Asset Planning, Inc. | 476 | Jun 30, 26 | -- | 0.00% |
| Register Financial Advisors LLC | 455 | Jun 30, 26 | -- | 0.00% |
| Piscataqua Savings Bank | 400 | Jun 30, 26 | -- | 0.00% |
| IAG Wealth Partners, LLC | 390 | Jun 30, 26 | -- | 0.00% |
| SYM FINANCIAL Corp | 320 | Jun 30, 26 | +320 | 0.00% |
| Cheviot Value Management, LLC | 299 | Jun 30, 26 | -- | 0.00% |
| PROFFITT & GOODSON INC | 283 | Jun 30, 26 | +283 | 0.00% |
| MCGUIRE CAPITAL ADVISORS INC | 272 | Jun 30, 26 | -- | 0.00% |
| VIMA LLC | 265 | Jun 30, 26 | +265 | 0.00% |
| Spire Wealth Management | 262 | Jun 30, 26 | -- | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 250 | Jun 30, 26 | -- | 0.00% |
| MOTCO | 250 | Jun 30, 26 | -- | 0.00% |
| Vision Retirement, LLC | 250 | Jun 30, 26 | -- | 0.00% |
| Steigerwald, Gordon & Koch Inc. | 250 | Jun 30, 26 | -- | 0.00% |
| CBIZ Investment Advisory Services, LLC | 164 | Jun 30, 26 | -- | 0.00% |
| BROADWATER CAPITAL MANAGEMENT LLC | 160 | Jun 30, 26 | -- | 0.00% |
| NewEdge Advisors, LLC | 150 | Jun 30, 26 | -- | 0.00% |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 150 | Jun 30, 26 | -- | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 150 | Jun 30, 26 | -- | 0.00% |
| Allworth Financial LP | 145 | Jun 30, 26 | -- | 0.00% |
| HOLLENCREST CAPITAL MANAGEMENT | 135 | Jun 30, 26 | -- | 0.00% |
| BFSG, LLC | 112 | Jun 30, 26 | +112 | 0.00% |
| Central Pacific Bank - Trust Division | 110 | Jun 30, 26 | -- | 0.00% |
| Godfrey Financial Associates, Inc. | 100 | Jun 30, 26 | -- | 0.00% |
| BLUELINE ADVISORS LLC | 61 | Jun 30, 26 | +61 | 0.00% |
| Continuum Advisory, LLC | 57 | Jun 30, 26 | +57 | 0.00% |
| Portfolio Resources Advisor Group, Inc. | 45 | Jun 30, 26 | -- | 0.00% |
| BLAIR WILLIAM & CO/IL | 40 | Jun 30, 26 | -560 | 0.00% |
| Covestor Ltd | 40 | Jun 30, 26 | -- | 0.00% |
| Global Trust Asset Management, LLC | 25 | Jun 30, 26 | -- | 0.00% |
| Tidemark, LLC | 24 | Jun 30, 26 | +24 | 0.00% |
| Aptus Capital Advisors, LLC | 11 | Jun 30, 26 | -- | 0.00% |
| Abound Wealth Management | 4 | Jun 30, 26 | -- | 0.00% |
| Capital Advisor Network LLC | 3 | Jun 30, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 1 | Jun 30, 26 | -- | 0.00% |
| Point72 Asset Management, L.P. | -- | Jun 30, 26 | -29.09K | -- |
| Kohmann Bosshard Financial Services, LLC | -- | Jun 30, 26 | -120 | -- |
| Financial Freedom, LLC | -- | Jun 30, 26 | -2.54K | -- |
| SIMPLEX TRADING, LLC | -- | Jun 30, 26 | -1.48K | -- |
| WFA of San Diego, LLC | -- | Jun 30, 26 | -979 | -- |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -10.22K | -- |
| Minot DeBlois Advisors LLC | -- | Jun 30, 26 | -40 | -- |
| AE Wealth Management LLC | -- | Jun 30, 26 | -40 | -- |
| CX Institutional | -- | Jun 30, 26 | -134 | -- |
| DEUTSCHE BANK AG\ | -- | Jun 30, 26 | -1.00K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -13.60K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -31.71K | -- |
| Parallel Advisors, LLC | -- | Jun 30, 26 | -300 | -- |
| Mariner, LLC | -- | Jun 30, 26 | -14.42K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -67 | -- |
| HOWE & RUSLING INC | -- | Jun 30, 26 | -6 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -1.09K | -- |
| CITIGROUP INC | -- | Jun 30, 26 | -2.82K | -- |
| Evanson Asset Management, LLC | 12.28K | Mar 31, 26 | +27 | 0.07% |
| U.S. Capital Wealth Advisors, LLC | 7.88K | Mar 31, 26 | -1.41K | 0.05% |
| Sunbelt Securities, Inc. | 5.38K | Mar 31, 26 | +8 | 0.03% |
| CWM, LLC | 4.22K | Mar 31, 26 | +3 | 0.03% |
| Financial Gravity Asset Management, Inc. | -- | Mar 31, 26 | -115 | -- |
| COMERICA BANK | 4.53K | Dec 31, 25 | -238 | 0.03% |
| CIBC Private Wealth Group, LLC | 2.50K | Dec 31, 25 | -- | 0.02% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -3.48K | -- |
| Stonegate Management LLC | 16.00K | Sep 30, 25 | +16.00K | 0.10% |
| FIRST NATIONAL CORP /MA/ /ADV | 9.95K | Sep 30, 25 | +9.95K | 0.06% |
| Bristlecone Advisors, LLC | -- | Sep 30, 25 | -3.43K | -- |
| Cubist Systematic Strategies, LLC | -- | Sep 30, 25 | -19.81K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 76.67K | Jun 30, 25 | -2.04K | 0.47% |
| First Horizon Advisors, Inc. | 8.50K | Jun 30, 25 | -590 | 0.05% |
| Congress Wealth Management LLC / DE / | 7.08K | Jun 30, 25 | +7.08K | 0.04% |
| Sebold Capital Management, Inc. | 5.84K | Jun 30, 25 | -- | 0.04% |
| Callan Capital, LLC | 4.03K | Mar 31, 25 | +4.03K | 0.02% |
| Sandy Spring Bank | 320 | Mar 31, 25 | +320 | 0.00% |
| WR Wealth Planners, LLC | -- | Dec 31, 24 | -135 | -- |
| Raymond James Financial Services Advisors, Inc. | 79.61K | Sep 30, 24 | -703 | 0.48% |
| RAYMOND JAMES & ASSOCIATES | 19.22K | Sep 30, 24 | +1.97K | 0.12% |
| FinTrust Capital Advisors, LLC | 320 | Sep 30, 24 | -- | 0.00% |
| Aspire Wealth Management Corp | 111 | Sep 30, 24 | +1 | 0.00% |
| M&R CAPITAL MANAGEMENT INC | 25 | Sep 30, 24 | -- | 0.00% |
| SpiderRock Advisors, LLC | -- | Sep 30, 24 | -12.37K | -- |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -20 | -- |
| Cetera Advisors LLC | 106.62K | Mar 31, 24 | +91.10K | 0.65% |
| Cetera Advisor Networks LLC | 18.00K | Mar 31, 24 | +14.34K | 0.11% |
| Retirement Group, LLC | 25 | Mar 31, 24 | +20 | 0.00% |
| CREDIT SUISSE AG/ | -- | Mar 31, 24 | -1.90K | -- |
| Cutler Group LLC / CA | -- | Mar 31, 24 | -100 | -- |
| PROVENCE WEALTH MANAGEMENT GROUP | 180 | Dec 31, 23 | -- | 0.00% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 7.17K | Sep 30, 23 | -177 | 0.04% |
| PATHSTONE FAMILY OFFICE, LLC | 1.90K | Sep 30, 23 | +1.90K | 0.01% |
| BerganKDV Wealth Management, LLC | 4.36K | Jun 30, 23 | -- | 0.03% |
| LEO BROKERAGE, LLC | 1.10K | Jun 30, 23 | +91 | 0.01% |
| BDO Wealth Advisors, LLC | 290 | Jun 30, 23 | -- | 0.00% |
| Lumature Wealth Partners, LLC | 27 | Jun 30, 23 | -- | 0.00% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 415 | Dec 31, 22 | +1 | 0.00% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 13.29K | Sep 30, 22 | +375 | 0.08% |
| American Portfolios Advisors | 387 | Sep 30, 22 | +387 | 0.00% |
| Covington Capital Management | 203 | Sep 30, 22 | -- | 0.00% |
| MURPHY CAPITAL MANAGEMENT INC | 17.22K | Jun 30, 22 | -207 | 0.10% |
| BREWIN DOLPHIN LTD | 36 | Jun 30, 22 | -243 | 0.00% |
| Lake Point Wealth Management | 13 | Jun 30, 22 | +13 | 0.00% |
| Wealthstreet Investment Advisors, LLC | 100 | Mar 31, 22 | -- | 0.00% |
| Lenox Wealth Advisors, LLC | 100 | Mar 31, 22 | -- | 0.00% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -66 | -- |
| Carroll Financial Associates, Inc. | -- | Dec 31, 21 | -918 | -- |
| FMA ADVISORY INC | 12.27K | Sep 30, 21 | -36 | 0.07% |
| BBVA USA | 38 | Sep 30, 21 | -- | 0.00% |
| 20/20 Capital Management, Inc. | 8.34K | Jun 30, 21 | +676 | 0.05% |
| USCA RIA LLC | 1.74K | Jun 30, 21 | -- | 0.01% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 220 | Jun 30, 21 | -- | 0.00% |
| First Allied Advisory Services, Inc. | 4.42K | Sep 30, 20 | -71 | 0.03% |
| SHINE INVESTMENT ADVISORY SERVICES INC | -- | Sep 30, 20 | -43 | -- |
| Jackson Financial Management | 69.04K | Dec 31, 19 | -414 | 0.42% |
| Advisor Group, Inc. | 10.52K | Dec 31, 19 | -1.01K | 0.06% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 9.59K | Dec 31, 19 | +5.68K | 0.06% |
| SUNTRUST BANKS INC | 5.39K | Sep 30, 19 | +498 | 0.03% |
| Delek Group, Ltd. | 179.52K | Jun 30, 19 | +168.79K | 1.09% |
| Ken Stern & Associates, Inc. | 14.84K | Sep 30, 18 | +14.84K | 0.09% |
| Vestpro Financial Partners, Inc. dba CPF Texas | 1.46K | Sep 30, 18 | +346 | 0.01% |
| Kabarec Financial Advisors, Ltd. | 781 | Jun 30, 18 | -15 | 0.00% |
| Oak Point Wealth Management | 2.37K | Mar 31, 18 | +2.37K | 0.01% |
| Hefty Wealth Partners | 306 | Mar 31, 18 | +306 | 0.00% |
| Spruce Investment Advisors LLC | 7.47K | Dec 31, 17 | -723 | 0.05% |
| BB&T INVESTMENT SERVICES, INC. | -- | Dec 31, 17 | -549 | -- |
| RAY GERALD L & ASSOCIATES LTD | 3.56K | Sep 30, 17 | -100 | 0.02% |
| Commonwealth Equity Services, Inc | 9.76K | Jun 30, 17 | +1.31K | 0.06% |
| WFG Advisors, LP | 250 | Jun 30, 17 | -1 | 0.00% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -3.20K | -- |
| FIRST FINANCIAL EQUITY CORPORATION | 8.16K | Mar 31, 17 | +8.16K | 0.05% |
| MSI Financial Services Inc | 16.68K | Dec 31, 16 | -2.24K | 0.10% |
| BlackRock Investment Management, LLC | 350 | Dec 31, 16 | +350 | 0.00% |
| SOCIETE GENERALE | 17.84K | Jun 30, 16 | +17.84K | 0.11% |
| Pinnacle Summer Investments, Inc. | 400 | Dec 31, 15 | +200 | 0.00% |
| J.P. Turner & Co Capital Mnagement, LLC | 10.56K | Sep 30, 15 | +10.56K | 0.06% |
| MANAGED ACCOUNT ADVISORS LLC | 1.25K | Jun 30, 15 | +462 | 0.01% |
| COLUMBIA CAPITAL LLC | 8.79K | Dec 31, 14 | +8.79K | 0.05% |
| NEW ENGLAND SECURITIES CORP /MA/ | 554 | Dec 31, 14 | -- | 0.00% |
| UBS AG | 71.40K | Sep 30, 14 | -10.11K | 0.43% |
| Signator Financial Services, Inc. | 90 | Sep 30, 13 | -- | 0.00% |
| KNIGHT CAPITAL GROUP LLC | 6.93K | Jun 30, 13 | +6.93K | 0.04% |
| First Allied Securities, Inc. | 7.58K | Jun 30, 12 | -21.81K | 0.05% |
| MERRIMAN, LLC | -- | Sep 30, 11 | -3.10K | -- |