How do I set a price alert for IWL?

To set a IWL price alert on Stock Alarm Pro, navigate to the IWL quote page, select "Set Alert," choose your trigger type (price target, % move, RSI level, MACD, or volume breakout), and set your delivery channel. Stock Alarm Pro supports instant push notifications, SMS, and automated phone call alerts.

Can I get phone call alerts for IWL?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for IWL. Phone call alerts ensure you are immediately awakened or interrupted during critical volatility events, overnight earnings moves, or strict stop-loss levels when silent push notifications might be overlooked.

What types of alerts can I set for IWL?

Stock Alarm Pro supports over 125 trigger types for IWL: price target alerts (above/below target), intraday percentage moves, RSI overbought/oversold levels, 50-day and 200-day moving average crossovers (golden cross / death cross), relative volume (RVOL) spikes, confirmed earnings date releases, and SEC Form-4 insider transaction filings.

How quickly will I be notified about IWL price changes?

IWL alerts are evaluated continuously in real-time against live market telemetry. Notifications are dispatched within sub-second latency via push notifications, SMS, or phone calls as soon as your trigger condition is met across regular, pre-market, and after-hours trading sessions.

Is Stock Alarm Pro free to use for IWL alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for IWL and other stocks. Full Pro membership is $20/month or $168/year with a 7-day free trial, unlocking unlimited alerts, phone call delivery, SMS, all 125+ technical indicators, institutional screeners, and real-time market telemetry across web, iOS, and Android.

IWL Institutional Ownership & 13F Filings

iShares Russell Top 200 ETF(IWL)

$191.70—Stale · unknown old

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iShares Russell Top 200 ETF(IWL)

NYSE • Last print unknown agoAbout this data

$191.70—Stale · unknown old

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IWL(IWL)

IWL

Institutional Ownership

Latest holdings as of Jun 30, 2026Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Top 306 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	676.33K	Jun 30, 26	-23.62K	5.78%
Gilbert & Cook, Inc.	508.41K	Jun 30, 26	-7.96K	4.35%
TOMPKINS FINANCIAL CORP	501.43K	Jun 30, 26	+2.57K	4.29%
BANK OF AMERICA CORP /DE/	500.05K	Jun 30, 26	-133.47K	4.27%
COMMERCE BANK	435.92K	Jun 30, 26	+82.43K	3.73%
Lido Advisors, LLC	408.61K	Jun 30, 26	+37.20K	3.49%
AMERIPRISE FINANCIAL INC	396.00K	Jun 30, 26	+42.49K	3.38%
LPL Financial LLC	359.78K	Jun 30, 26	-17.98K	3.08%
SPIRIT OF AMERICA MANAGEMENT CORP/NY	261.90K	Jun 30, 26	+260.17K	2.24%
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	248.50K	Jun 30, 26	+114.05K	2.12%
GEORGE KAISER FAMILY FOUNDATION	248.50K	Jun 30, 26	+114.05K	2.12%
Richmond Investment Services, LLC	218.15K	Jun 30, 26	-191.75K	1.86%
Reliant Wealth Planning	215.11K	Jun 30, 26	+8.19K	1.84%
FreeGulliver LLC	209.73K	Jun 30, 26	-6.09K	1.79%
Heck Capital Advisors, LLC	204.62K	Jun 30, 26	--	1.75%
JPMORGAN CHASE & CO	186.95K	Jun 30, 26	+3.84K	1.60%
SEARCY FINANCIAL SERVICES INC /ADV	178.91K	Jun 30, 26	-3.13K	1.53%
COMMONWEALTH EQUITY SERVICES, LLC	141.78K	Jun 30, 26	+14.74K	1.21%
ROYAL BANK OF CANADA	138.00K	Jun 30, 26	-17.76K	1.18%
Cambridge Investment Research Advisors, Inc.	126.74K	Jun 30, 26	-2.14K	1.08%
MANCHESTER FINANCIAL INC	121.92K	Jun 30, 26	+2.31K	1.04%
Equitable Holdings, Inc.	98.98K	Jun 30, 26	+963	0.85%
Integrated Wealth Concepts LLC	89.13K	Jun 30, 26	+48.12K	0.76%
ADVISOR GROUP HOLDINGS, INC.	87.13K	Jun 30, 26	-2.64K	0.74%
FIRST AMERICAN TRUST, FSB	76.91K	Jun 30, 26	+43.81K	0.66%
UBS Group AG	75.79K	Jun 30, 26	+5.05K	0.65%
KM Capital Management Ltd.	74.02K	Jun 30, 26	+74.02K	0.63%
ARCADIA INVESTMENT ADVISORS LLC	73.70K	Jun 30, 26	+993	0.63%
Annex Advisory Services, LLC	73.57K	Jun 30, 26	-502	0.63%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	72.99K	Jun 30, 26	+66	0.62%
WELLS FARGO & COMPANY/MN	69.19K	Jun 30, 26	+10.16K	0.59%
VOYA INVESTMENT MANAGEMENT LLC	67.22K	Jun 30, 26	+34.77K	0.57%
HighTower Advisors, LLC	66.97K	Jun 30, 26	-1.43K	0.57%
Miracle Mile Advisors, LLC	60.12K	Jun 30, 26	-6.21K	0.51%
FIRST CITIZENS BANK & TRUST CO	55.91K	Jun 30, 26	-780	0.48%
Envestnet Portfolio Solutions, Inc.	55.91K	Jun 30, 26	-780	0.48%
Stratos Wealth Partners, LTD.	55.42K	Jun 30, 26	+4.63K	0.47%
McKinley Carter Wealth Services, Inc.	53.25K	Jun 30, 26	-4.54K	0.46%
Creative Planning	50.65K	Jun 30, 26	-3.97K	0.43%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	47.16K	Jun 30, 26	-1.56K	0.40%
Cetera Investment Advisers	42.17K	Jun 30, 26	+5.79K	0.36%
Merit Financial Group, LLC	41.70K	Jun 30, 26	+449	0.36%
Nicollet Investment Management, Inc.	40.64K	Jun 30, 26	+345	0.35%
THOROUGHBRED FINANCIAL SERVICES, LLC	39.48K	Jun 30, 26	+6.35K	0.34%
ShoreHaven Wealth Partners, LLC	39.15K	Jun 30, 26	-59	0.33%
SageView Advisory Group, LLC	35.69K	Jun 30, 26	-322	0.31%
Veridan Wealth LLC	35.55K	Jun 30, 26	-1.01K	0.30%
Waverly Advisors, LLC	35.17K	Jun 30, 26	+1.83K	0.30%
Buckingham Strategic Partners	35.06K	Jun 30, 26	+14.96K	0.30%
Winter & Associates, Inc.	34.51K	Jun 30, 26	+14.44K	0.29%
Holos Integrated Wealth LLC	33.85K	Jun 30, 26	+927	0.29%
Strategic Equity Management	33.42K	Jun 30, 26	-1.56K	0.29%
OXFORD FINANCIAL GROUP LTD	29.11K	Jun 30, 26	--	0.25%
Kestra Advisory Services, LLC	28.70K	Jun 30, 26	-1.61K	0.25%
RAYMOND JAMES FINANCIAL INC	27.76K	Jun 30, 26	-2.04K	0.24%
GREAT VALLEY ADVISOR GROUP, INC.	27.02K	Jun 30, 26	+260	0.23%
Cresset Asset Management, LLC	24.73K	Jun 30, 26	--	0.21%
Valmark Advisers, Inc.	23.28K	Jun 30, 26	-3.60K	0.20%
CITADEL ADVISORS LLC	23.11K	Jun 30, 26	-29.09K	0.20%
Wealthfront Advisers LLC	22.77K	Jun 30, 26	+599	0.19%
Grant Street Asset Management, Inc.	21.75K	Jun 30, 26	-266	0.19%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	19.80K	Jun 30, 26	-30	0.17%
CREATIVE FINANCIAL DESIGNS INC /ADV	19.54K	Jun 30, 26	-755	0.17%
Capital Analysts, LLC	19.50K	Jun 30, 26	-83	0.17%
MONEYWISE, INC.	18.13K	Jun 30, 26	+3.65K	0.15%
Mason & Associates, LLC	17.84K	Jun 30, 26	-22	0.15%
SOA Wealth Advisors, LLC.	16.51K	Jun 30, 26	-2.28K	0.14%
Noble Family Wealth, LLC	16.11K	Jun 30, 26	-3.91K	0.14%
FMR LLC	15.98K	Jun 30, 26	+2.51K	0.14%
MERCER GLOBAL ADVISORS INC /ADV	15.66K	Jun 30, 26	+486	0.13%
Legacy Advisory Services, LLC	15.32K	Jun 30, 26	+695	0.13%
LEAVELL INVESTMENT MANAGEMENT, INC.	14.94K	Jun 30, 26	+325	0.13%
MML INVESTORS SERVICES, LLC	14.04K	Jun 30, 26	+1.46K	0.12%
GeoWealth Management, LLC	13.86K	Jun 30, 26	+1.41K	0.12%
Paul Damon & Associates, Inc.	13.83K	Jun 30, 26	+13	0.12%
Boyd Wealth Management, LLC	13.78K	Jun 30, 26	-306	0.12%
Private Advisor Group, LLC	13.19K	Jun 30, 26	+5.71K	0.11%
Forefront Wealth Partners, LLC	12.95K	Jun 30, 26	-86	0.11%
Compton Wealth Advisory Group, LLC	12.65K	Jun 30, 26	-20	0.11%
GRANITE ISLANDS PRIVATE WEALTH, LLC	12.10K	Jun 30, 26	+3.53K	0.10%
Bison Wealth, LLC	11.81K	Jun 30, 26	-263	0.10%
HRT FINANCIAL LP	11.03K	Jun 30, 26	+9.52K	0.09%
ENVESTNET ASSET MANAGEMENT INC	10.98K	Jun 30, 26	-2.93K	0.09%
Keystone Financial Group	10.69K	Jun 30, 26	+4.43K	0.09%
Vise Technologies, Inc.	10.62K	Jun 30, 26	+5.07K	0.09%
PATTEN & PATTEN INC/TN	9.91K	Jun 30, 26	--	0.08%
STIFEL FINANCIAL CORP	9.09K	Jun 30, 26	-2.29K	0.08%
FLAGSHIP HARBOR ADVISORS, LLC	9.01K	Jun 30, 26	-375	0.08%
SILVER OAK SECURITIES, INCORPORATED	8.63K	Jun 30, 26	-1.09K	0.07%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	7.80K	Jun 30, 26	-138	0.07%
COZAD ASSET MANAGEMENT INC	7.80K	Jun 30, 26	-43	0.07%
Elevation Capital Advisory, LLC	7.79K	Jun 30, 26	+7.79K	0.07%
Colony Group, LLC	7.54K	Jun 30, 26	-500	0.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	7.50K	Jun 30, 26	-2.65K	0.06%
PRINCIPAL SECURITIES, INC.	7.44K	Jun 30, 26	-95	0.06%
Summit Trail Advisors, LLC	7.31K	Jun 30, 26	--	0.06%
FIFTH THIRD SECURITIES, INC.	7.10K	Jun 30, 26	-1.55K	0.06%
Procyon Advisors, LLC	7.04K	Jun 30, 26	--	0.06%
Breakwater Capital Group	6.54K	Jun 30, 26	+1.46K	0.06%
Mariner, LLC	6.32K	Jun 30, 26	-11.85K	0.05%
Aureus Asset Management, LLC	6.00K	Jun 30, 26	--	0.05%
BlackRock, Inc.	5.73K	Jun 30, 26	+1.29K	0.05%
Asset Allocation Strategies LLC	5.59K	Jun 30, 26	-369	0.05%
MAI Capital Management	5.50K	Jun 30, 26	-26	0.05%
CAHABA WEALTH MANAGEMENT, INC.	5.27K	Jun 30, 26	+1	0.05%
Summit Financial, LLC	5.24K	Jun 30, 26	-104	0.04%
Concurrent Investment Advisors, LLC	4.76K	Jun 30, 26	+400	0.04%
NWF Advisory Services Inc.	4.49K	Jun 30, 26	+2.85K	0.04%
ASSETMARK, INC	4.43K	Jun 30, 26	+3.79K	0.04%
Stokes Family Office, LLC	4.33K	Jun 30, 26	--	0.04%
Perissos Private Wealth Management, LLC	4.28K	Jun 30, 26	+202	0.04%
Gladstone Institutional Advisory LLC	4.15K	Jun 30, 26	+353	0.04%
Stone Wealth Partners	4.12K	Jun 30, 26	-181	0.04%
Farther Finance Advisors, LLC	4.00K	Jun 30, 26	-958	0.03%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	3.95K	Jun 30, 26	+261	0.03%
NORTHERN TRUST CORP	3.93K	Jun 30, 26	-85	0.03%
MONECO Advisors, LLC	3.93K	Jun 30, 26	--	0.03%
IFP Advisors, Inc	3.67K	Jun 30, 26	+2.87K	0.03%
Forum Private Client Group LLC	3.58K	Jun 30, 26	-768	0.03%
Investors Research Corp	3.36K	Jun 30, 26	-137	0.03%
GTS SECURITIES LLC	3.30K	Jun 30, 26	-5.04K	0.03%
AFT, FORSYTH & COMPANY, INC.	3.16K	Jun 30, 26	+1	0.03%
McAdam, LLC	3.16K	Jun 30, 26	-2.41K	0.03%
Sanctuary Advisors, LLC	3.06K	Jun 30, 26	+49	0.03%
Newbridge Financial Services Group, Inc.	3.02K	Jun 30, 26	-60	0.03%
DAVENPORT & Co LLC	3.00K	Jun 30, 26	+135	0.03%
Stronghold Wealth Management L.L.C.	2.92K	Jun 30, 26	-16	0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC	2.90K	Jun 30, 26	-1.01K	0.02%
PKS Advisory Services, LLC	2.83K	Jun 30, 26	-1.68K	0.02%
Geneos Wealth Management Inc.	2.79K	Jun 30, 26	--	0.02%
Bank of New York Mellon Corp	2.64K	Jun 30, 26	-564	0.02%
Secure Asset Management, LLC	2.46K	Jun 30, 26	-78	0.02%
Andina Capital Management, LLC	2.42K	Jun 30, 26	+2.42K	0.02%
MONETA GROUP INVESTMENT ADVISORS LLC	2.36K	Jun 30, 26	+657	0.02%
Clear Creek Financial Management, LLC	2.31K	Jun 30, 26	-765	0.02%
Michels Family Financial, LLC	2.30K	Jun 30, 26	-23	0.02%
Resolute Advisors LLC	2.28K	Jun 30, 26	+5	0.02%
Claro Advisors LLC	2.25K	Jun 30, 26	+396	0.02%
Kendall Capital Management	2.23K	Jun 30, 26	--	0.02%
Ethos Financial Group, LLC	2.23K	Jun 30, 26	-53	0.02%
J.W. COLE ADVISORS, INC.	2.22K	Jun 30, 26	+2.22K	0.02%
HUNTINGTON NATIONAL BANK	2.21K	Jun 30, 26	-50	0.02%
TSA Wealth Managment LLC	2.20K	Jun 30, 26	+33	0.02%
CAPTRUST FINANCIAL ADVISORS	2.14K	Jun 30, 26	--	0.02%
Bouchey Financial Group Ltd	2.03K	Jun 30, 26	-203	0.02%
Capital Investment Advisory Services, LLC	2.00K	Jun 30, 26	--	0.02%
TENET WEALTH PARTNERS, LLC	1.98K	Jun 30, 26	+1.98K	0.02%
Gilliland Jeter Wealth Management LLC	1.97K	Jun 30, 26	+1.97K	0.02%
Arbor Wealth Management LLC\AZ	1.92K	Jun 30, 26	+4	0.02%
GenWealth Group, Inc.	1.89K	Jun 30, 26	-109	0.02%
Ascent Group, LLC	1.89K	Jun 30, 26	-440	0.02%
Cornerstone Wealth Management, LLC	1.80K	Jun 30, 26	--	0.02%
CENTAURUS FINANCIAL, INC.	1.75K	Jun 30, 26	-747	0.01%
NewEdge Advisors, LLC	1.72K	Jun 30, 26	+1.53K	0.01%
D. E. Shaw & Co., Inc.	1.66K	Jun 30, 26	+1.66K	0.01%
HBK Sorce Advisory LLC	1.58K	Jun 30, 26	+1.58K	0.01%
Kelly Financial Services LLC	1.57K	Jun 30, 26	-183	0.01%
Yanni & Associates Investment Advisors, LLC	1.56K	Jun 30, 26	--	0.01%
CFS Investment Advisory Services, LLC	1.53K	Jun 30, 26	-204	0.01%
REDSTONE WEALTH MANAGEMENT, LLC	1.51K	Jun 30, 26	-11.38K	0.01%
Octavia Wealth Advisors, LLC	1.50K	Jun 30, 26	--	0.01%
Diversified Trust Co	1.48K	Jun 30, 26	--	0.01%
Orin Green Financial, LLC	1.42K	Jun 30, 26	-252	0.01%
Tower Research Capital LLC (TRC)	1.42K	Jun 30, 26	+1.30K	0.01%
Vann Equity Management LLC	1.39K	Jun 30, 26	+54	0.01%
TOTH FINANCIAL ADVISORY CORP	1.39K	Jun 30, 26	-50	0.01%
One Wealth Advisors, LLC	1.39K	Jun 30, 26	-42	0.01%
RFG Advisory, LLC	1.37K	Jun 30, 26	+1.37K	0.01%
CI Private Wealth, LLC	1.35K	Jun 30, 26	-1.27K	0.01%
FLOW TRADERS U.S. LLC	1.33K	Jun 30, 26	-2.87K	0.01%
PAX Financial Group, LLC	1.31K	Jun 30, 26	--	0.01%
NWAM LLC	1.30K	Jun 30, 26	+1.30K	0.01%
Alpine Bank Wealth Management	1.25K	Jun 30, 26	-1.25K	0.01%
Wealth Alliance	1.25K	Jun 30, 26	+1.25K	0.01%
Iowa State Bank	1.22K	Jun 30, 26	+1.22K	0.01%
JUNCTURE WEALTH STRATEGIES, LLC	1.18K	Jun 30, 26	+1.18K	0.01%
PDS Planning, Inc	1.16K	Jun 30, 26	+1.16K	0.01%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	1.16K	Jun 30, 26	+1.16K	0.01%
FIFTH THIRD BANCORP	1.15K	Jun 30, 26	--	0.01%
United Advisor Group, LLC	1.15K	Jun 30, 26	+1.15K	0.01%
Strategic Blueprint, LLC	1.14K	Jun 30, 26	+1.14K	0.01%
Smith, Salley & Associates	1.12K	Jun 30, 26	+1.12K	0.01%
LVW Advisors, LLC	1.12K	Jun 30, 26	+1.12K	0.01%
Forge Financial Services LLC	1.09K	Jun 30, 26	+1.09K	0.01%
AE Wealth Management LLC	913	Jun 30, 26	+669	0.01%
Steward Partners Investment Advisory, LLC	900	Jun 30, 26	-518	0.01%
JONES FINANCIAL COMPANIES LLLP	830	Jun 30, 26	+119	0.01%
MASSMUTUAL TRUST CO FSB/ADV	767	Jun 30, 26	--	0.01%
Operose Advisors LLC	700	Jun 30, 26	+700	0.01%
Comprehensive Financial Planning, Inc./PA	686	Jun 30, 26	+2	0.01%
HARBOUR INVESTMENTS, INC.	646	Jun 30, 26	--	0.01%
UMB Bank, n.a.	640	Jun 30, 26	--	0.01%
Qube Research & Technologies Ltd	628	Jun 30, 26	+17	0.01%
Pinnacle Bancorp, Inc.	537	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	537	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	508	Jun 30, 26	--	0.00%
Regatta Research & Money Management	502	Jun 30, 26	+502	0.00%
PRIVATE TRUST CO NA	480	Jun 30, 26	--	0.00%
First Pacific Financial	477	Jun 30, 26	-55	0.00%
Buck Wealth Strategies, LLC	371	Jun 30, 26	+371	0.00%
Atlantic Union Bankshares Corp	336	Jun 30, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	330	Jun 30, 26	+17	0.00%
SRS Capital Advisors, Inc.	317	Jun 30, 26	+317	0.00%
US BANCORP \DE\	292	Jun 30, 26	--	0.00%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	254	Jun 30, 26	-88	0.00%
BLAIR WILLIAM & CO/IL	244	Jun 30, 26	+104	0.00%
StrongBox Wealth, LLC	173	Jun 30, 26	+173	0.00%
Federation des caisses Desjardins du Quebec	173	Jun 30, 26	--	0.00%
ESL Trust Services, LLC	161	Jun 30, 26	--	0.00%
GAMMA Investing LLC	150	Jun 30, 26	--	0.00%
HHM Wealth Advisors, LLC	150	Jun 30, 26	--	0.00%
Nova Wealth Management, Inc.	140	Jun 30, 26	--	0.00%
Godfrey Financial Associates, Inc.	140	Jun 30, 26	--	0.00%
Costello Asset Management, INC	131	Jun 30, 26	--	0.00%
BANK OF MONTREAL /CAN/	128	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	123	Jun 30, 26	--	0.00%
BOKF, NA	108	Jun 30, 26	--	0.00%
Ashton Thomas Private Wealth, LLC	108	Jun 30, 26	+56	0.00%
Allworth Financial LP	106	Jun 30, 26	-176	0.00%
TRUST CO OF VERMONT	100	Jun 30, 26	+100	0.00%
LRI Investments, LLC	83	Jun 30, 26	--	0.00%
Glass Jacobson Investment Advisors llc	69	Jun 30, 26	--	0.00%
MATHER GROUP, LLC.	58	Jun 30, 26	-5	0.00%
EverSource Wealth Advisors, LLC	56	Jun 30, 26	--	0.00%
Larson Financial Group LLC	56	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	56	Jun 30, 26	+56	0.00%
Elevated Capital Advisors, LLC	46	Jun 30, 26	--	0.00%
BRYN MAWR TRUST Co	23	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	17	Jun 30, 26	--	0.00%
Sterling Capital Management LLC	17	Jun 30, 26	--	0.00%
SIGNATUREFD, LLC	14	Jun 30, 26	--	0.00%
Global Retirement Partners, LLC	9	Jun 30, 26	+9	0.00%
Keating Financial Advisory Services, Inc.	9	Jun 30, 26	--	0.00%
Russell Investments Group, Ltd.	5	Jun 30, 26	--	0.00%
Ankerstar Wealth, LLC	2	Jun 30, 26	--	0.00%
Lloyd Advisory Services, LLC.	1	Jun 30, 26	+1	0.00%
Accent Capital Management, LLC	--	Jun 30, 26	-1.65K	--
TWO SIGMA INVESTMENTS, LP	--	Jun 30, 26	-64.00K	--
GOLDMAN SACHS GROUP INC	--	Jun 30, 26	-28.36K	--
Aptus Capital Advisors, LLC	--	Jun 30, 26	-13	--
FLAGSHIP WEALTH ADVISORS, LLC	--	Jun 30, 26	-35	--
Advisory Services Network, LLC	--	Jun 30, 26	-716	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-261	--
CreativeOne Wealth, LLC	--	Jun 30, 26	-1.70K	--
Jackson Wealth Management, LLC	--	Jun 30, 26	-2.69K	--
Expressive Wealth LLC	--	Jun 30, 26	-1.65K	--
Destiny Wealth Partners, LLC	--	Jun 30, 26	-880	--
Missouri Trust & Investment Co	--	Jun 30, 26	-185	--
UBS ASSET MANAGEMENT AMERICAS INC	--	Jun 30, 26	-78	--
Crumly & Associates Inc.	--	Jun 30, 26	-1.47K	--
Merkkuri Wealth Advisors LLC	--	Jun 30, 26	-1.36K	--
PNC FINANCIAL SERVICES GROUP, INC.	--	Jun 30, 26	-150	--
MARSHALL WACE, LLP	--	Jun 30, 26	-2.01K	--
CWM, LLC	16.85K	Mar 31, 26	+9.66K	0.14%
Efficient Advisors, LLC	3.88K	Mar 31, 26	+195	0.03%
TruWealth Advisors, LLC	1.45K	Mar 31, 26	--	0.01%
COMERICA BANK	1.18K	Dec 31, 25	+214	0.01%
CIBC Private Wealth Group, LLC	42	Dec 31, 25	+42	0.00%
WFA Asset Management Corp	90.05K	Sep 30, 25	-1.49K	0.77%
Abich Financial Wealth Management LLC	16	Sep 30, 25	+16	0.00%
DOHJ, LLC	93.11K	Jun 30, 25	-96.36K	0.80%
AVANTAX ADVISORY SERVICES, INC.	11.46K	Jun 30, 25	-271	0.10%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.	8.33K	Jun 30, 25	+1.50K	0.07%
Centricity Wealth Management, LLC	1.32K	Jun 30, 25	--	0.01%
Legacy Investment Solutions, LLC	55	Jun 30, 25	+55	0.00%
Dechtman Wealth Management, LLC	24.48K	Dec 31, 24	-61.30K	0.21%
Maxwell Wealth Strategies Inc.	7.13K	Dec 31, 24	--	0.06%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	--	Dec 31, 24	-72.03K	--
Pegasus Partners Ltd.	220.31K	Sep 30, 24	+2.52K	1.88%
9258 Wealth Management, LLC	23.85K	Sep 30, 24	-2.15K	0.20%
RAYMOND JAMES & ASSOCIATES	4.52K	Sep 30, 24	+808	0.04%
Raymond James Financial Services Advisors, Inc.	4.10K	Sep 30, 24	--	0.04%
GYL FINANCIAL SYNERGIES, LLC	2.94K	Sep 30, 24	--	0.03%
Aspire Wealth Management Corp	409	Sep 30, 24	+1	0.00%
VitalStone Financial, LLC	27	Sep 30, 24	--	0.00%
BlackRock Inc.	28.30K	Jun 30, 24	-33.96K	0.24%
Private Ocean, LLC	170	Jun 30, 24	--	0.00%
Cetera Advisors LLC	5.68K	Mar 31, 24	+5.68K	0.05%
Cetera Advisor Networks LLC	4.41K	Mar 31, 24	+58	0.04%
Baystate Wealth Management LLC	35	Dec 31, 23	--	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	--	Sep 30, 23	-2.40K	--
RESOLUTE FINANCIAL, LLC	2.42K	Dec 31, 22	-662	0.02%
Align Wealth Management, LLC	8	Dec 31, 22	+8	0.00%
55I, LLC	62.14K	Sep 30, 22	+19.19K	0.53%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	12.18K	Sep 30, 22	+296	0.10%
REGENTATLANTIC CAPITAL LLC	4.55K	Sep 30, 22	--	0.04%
American Portfolios Advisors	203	Sep 30, 22	+25	0.00%
Private Capital Group, LLC	--	Jun 30, 22	-174	--
Meristem Family Wealth, LLC	15.03K	Mar 31, 22	-273	0.13%
Carroll Financial Associates, Inc.	155	Dec 31, 21	--	0.00%
C-J Advisory, Inc.	130.10K	Sep 30, 21	+112	1.11%
Homrich & Berg	5.67K	Sep 30, 21	--	0.05%
First Allied Advisory Services, Inc.	4.73K	Sep 30, 20	+922	0.04%
LifePlan Financial Group, Inc	3.84K	Sep 30, 20	+2.78K	0.03%
Advisor Group, Inc.	9.76K	Dec 31, 19	+1.12K	0.08%
LADENBURG THALMANN FINANCIAL SERVICES INC.	3.44K	Dec 31, 19	-235	0.03%
Wealth & Pension Services Group, Inc.	4.02K	Sep 30, 19	--	0.03%
NEXT Financial Holdings	117	Mar 31, 19	+117	0.00%
GFS Private Wealth, LLC	129.74K	Dec 31, 17	+129.74K	1.11%
Commonwealth Equity Services, Inc	21.97K	Jun 30, 17	-698	0.19%
BlackRock Investment Management, LLC	1.50K	Dec 31, 16	+1.50K	0.01%
MSI Financial Services Inc	622	Dec 31, 16	+63	0.01%
FIRSTMERIT BANK N A TRUSTEE	9.70K	Jun 30, 16	+461	0.08%
NEW ENGLAND SECURITIES CORP /MA/	200	Dec 31, 14	--	0.00%
UBS AG	9.08K	Sep 30, 14	-1.24K	0.08%
First Allied Securities, Inc.	500	Jun 30, 12	-1.80K	0.00%

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Today's biggest gainers and losers

Holder

Date

Change

% Held

MORGAN STANLEY

676.33K

Jun 30, 26

-23.62K

5.78%

Gilbert & Cook, Inc.

508.41K

Jun 30, 26

-7.96K

4.35%

TOMPKINS FINANCIAL CORP

501.43K

Jun 30, 26

+2.57K

4.29%

BANK OF AMERICA CORP /DE/

500.05K

Jun 30, 26

-133.47K

4.27%

COMMERCE BANK

435.92K

Jun 30, 26

+82.43K

3.73%

Lido Advisors, LLC

408.61K

Jun 30, 26

+37.20K

3.49%

AMERIPRISE FINANCIAL INC

396.00K

Jun 30, 26

+42.49K

3.38%

LPL Financial LLC

359.78K

Jun 30, 26

-17.98K

3.08%

SPIRIT OF AMERICA MANAGEMENT CORP/NY

261.90K

Jun 30, 26

+260.17K

2.24%

PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.

248.50K

Jun 30, 26

+114.05K

2.12%

GEORGE KAISER FAMILY FOUNDATION

248.50K

Jun 30, 26

+114.05K

2.12%

Richmond Investment Services, LLC

218.15K

Jun 30, 26

-191.75K

1.86%

Reliant Wealth Planning

215.11K

Jun 30, 26

+8.19K

1.84%

FreeGulliver LLC

209.73K

Jun 30, 26

-6.09K

1.79%

Heck Capital Advisors, LLC

204.62K

Jun 30, 26

1.75%

JPMORGAN CHASE & CO

186.95K

Jun 30, 26

+3.84K

1.60%

SEARCY FINANCIAL SERVICES INC /ADV

178.91K

Jun 30, 26

-3.13K

1.53%

COMMONWEALTH EQUITY SERVICES, LLC

141.78K

Jun 30, 26

+14.74K

1.21%

ROYAL BANK OF CANADA

138.00K

Jun 30, 26

-17.76K

1.18%

Cambridge Investment Research Advisors, Inc.

126.74K

Jun 30, 26

-2.14K

1.08%

MANCHESTER FINANCIAL INC

121.92K

Jun 30, 26

+2.31K

1.04%

Equitable Holdings, Inc.

98.98K

Jun 30, 26

+963

0.85%

Integrated Wealth Concepts LLC

89.13K

Jun 30, 26

+48.12K

0.76%

ADVISOR GROUP HOLDINGS, INC.

87.13K

Jun 30, 26

-2.64K

0.74%

FIRST AMERICAN TRUST, FSB

76.91K

Jun 30, 26

+43.81K

0.66%

UBS Group AG

75.79K

Jun 30, 26

+5.05K

0.65%

KM Capital Management Ltd.

74.02K

Jun 30, 26

+74.02K

0.63%

ARCADIA INVESTMENT ADVISORS LLC

73.70K

Jun 30, 26

+993

0.63%

Annex Advisory Services, LLC

73.57K

Jun 30, 26

-502

0.63%

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV

72.99K

Jun 30, 26

+66

0.62%

WELLS FARGO & COMPANY/MN

69.19K

Jun 30, 26

+10.16K

0.59%

VOYA INVESTMENT MANAGEMENT LLC

67.22K

Jun 30, 26

+34.77K

0.57%

HighTower Advisors, LLC

66.97K

Jun 30, 26

-1.43K

0.57%

Miracle Mile Advisors, LLC

60.12K

Jun 30, 26

-6.21K

0.51%

FIRST CITIZENS BANK & TRUST CO

55.91K

Jun 30, 26

-780

0.48%

Envestnet Portfolio Solutions, Inc.

55.91K

Jun 30, 26

-780

0.48%

Stratos Wealth Partners, LTD.

55.42K

Jun 30, 26

+4.63K

0.47%

McKinley Carter Wealth Services, Inc.

53.25K

Jun 30, 26

-4.54K

0.46%

Creative Planning

50.65K

Jun 30, 26

-3.97K

0.43%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

47.16K

Jun 30, 26

-1.56K

0.40%

Cetera Investment Advisers

42.17K

Jun 30, 26

+5.79K

0.36%

Merit Financial Group, LLC

41.70K

Jun 30, 26

+449

0.36%

Nicollet Investment Management, Inc.

40.64K

Jun 30, 26

+345

0.35%

THOROUGHBRED FINANCIAL SERVICES, LLC

39.48K

Jun 30, 26

+6.35K

0.34%

ShoreHaven Wealth Partners, LLC

39.15K

Jun 30, 26

-59

0.33%

SageView Advisory Group, LLC

35.69K

Jun 30, 26

-322

0.31%

Veridan Wealth LLC

35.55K

Jun 30, 26

-1.01K

0.30%

Waverly Advisors, LLC

35.17K

Jun 30, 26

+1.83K

0.30%

Buckingham Strategic Partners

35.06K

Jun 30, 26

+14.96K

0.30%

Winter & Associates, Inc.

34.51K

Jun 30, 26

+14.44K

0.29%

Holos Integrated Wealth LLC

33.85K

Jun 30, 26

+927

0.29%

Strategic Equity Management

33.42K

Jun 30, 26

-1.56K

0.29%

OXFORD FINANCIAL GROUP LTD

29.11K

Jun 30, 26

0.25%

Kestra Advisory Services, LLC

28.70K

Jun 30, 26

-1.61K

0.25%

RAYMOND JAMES FINANCIAL INC

27.76K

Jun 30, 26

-2.04K

0.24%

GREAT VALLEY ADVISOR GROUP, INC.

27.02K

Jun 30, 26

+260

0.23%

Cresset Asset Management, LLC

24.73K

Jun 30, 26

0.21%

Valmark Advisers, Inc.

23.28K

Jun 30, 26

-3.60K

0.20%

CITADEL ADVISORS LLC

23.11K

Jun 30, 26

-29.09K

0.20%

Wealthfront Advisers LLC

22.77K

Jun 30, 26

+599

0.19%

Grant Street Asset Management, Inc.

21.75K

Jun 30, 26

-266

0.19%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

19.80K

Jun 30, 26

-30

0.17%

CREATIVE FINANCIAL DESIGNS INC /ADV

19.54K

Jun 30, 26

-755

0.17%

Capital Analysts, LLC

19.50K

Jun 30, 26

-83

0.17%

MONEYWISE, INC.

18.13K

Jun 30, 26

+3.65K

0.15%

Mason & Associates, LLC

17.84K

Jun 30, 26

-22

0.15%

SOA Wealth Advisors, LLC.

16.51K

Jun 30, 26

-2.28K

0.14%

Noble Family Wealth, LLC

16.11K

Jun 30, 26

-3.91K

0.14%

FMR LLC

15.98K

Jun 30, 26

+2.51K

0.14%

MERCER GLOBAL ADVISORS INC /ADV

15.66K

Jun 30, 26

+486

0.13%

Legacy Advisory Services, LLC

15.32K

Jun 30, 26

+695

0.13%

LEAVELL INVESTMENT MANAGEMENT, INC.

14.94K

Jun 30, 26

+325

0.13%

MML INVESTORS SERVICES, LLC

14.04K

Jun 30, 26

+1.46K

0.12%

GeoWealth Management, LLC

13.86K

Jun 30, 26

+1.41K

0.12%

Paul Damon & Associates, Inc.

13.83K

Jun 30, 26

+13

0.12%

Boyd Wealth Management, LLC

13.78K

Jun 30, 26

-306

0.12%

Private Advisor Group, LLC

13.19K

Jun 30, 26

+5.71K

0.11%

Forefront Wealth Partners, LLC

12.95K

Jun 30, 26

-86

0.11%

Compton Wealth Advisory Group, LLC

12.65K

Jun 30, 26

-20

0.11%

GRANITE ISLANDS PRIVATE WEALTH, LLC

12.10K

Jun 30, 26

+3.53K

0.10%

Bison Wealth, LLC

11.81K

Jun 30, 26

-263

0.10%

HRT FINANCIAL LP

11.03K

Jun 30, 26

+9.52K

0.09%

ENVESTNET ASSET MANAGEMENT INC

10.98K

Jun 30, 26

-2.93K

0.09%

Keystone Financial Group

10.69K

Jun 30, 26

+4.43K

0.09%

Vise Technologies, Inc.

10.62K

Jun 30, 26

+5.07K

0.09%

PATTEN & PATTEN INC/TN

9.91K

Jun 30, 26

0.08%

STIFEL FINANCIAL CORP

9.09K

Jun 30, 26

-2.29K

0.08%

FLAGSHIP HARBOR ADVISORS, LLC

9.01K

Jun 30, 26

-375

0.08%

SILVER OAK SECURITIES, INCORPORATED

8.63K

Jun 30, 26

-1.09K

0.07%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

7.80K

Jun 30, 26

-138

0.07%

COZAD ASSET MANAGEMENT INC

7.80K

Jun 30, 26

-43

0.07%

Elevation Capital Advisory, LLC

7.79K

Jun 30, 26

+7.79K

0.07%

Colony Group, LLC

7.54K

Jun 30, 26

-500

0.06%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

7.50K

Jun 30, 26

-2.65K

0.06%

PRINCIPAL SECURITIES, INC.

7.44K

Jun 30, 26

-95

0.06%

Summit Trail Advisors, LLC

7.31K

Jun 30, 26

0.06%

FIFTH THIRD SECURITIES, INC.

7.10K

Jun 30, 26

-1.55K

0.06%

Procyon Advisors, LLC

7.04K

Jun 30, 26

0.06%

Breakwater Capital Group

6.54K

Jun 30, 26

+1.46K

0.06%

Mariner, LLC

6.32K

Jun 30, 26

-11.85K

0.05%

Aureus Asset Management, LLC

6.00K

Jun 30, 26

0.05%

BlackRock, Inc.

5.73K

Jun 30, 26

+1.29K

0.05%

Asset Allocation Strategies LLC

5.59K

Jun 30, 26

-369

0.05%

MAI Capital Management

5.50K

Jun 30, 26

-26

0.05%

CAHABA WEALTH MANAGEMENT, INC.

5.27K

Jun 30, 26

0.05%

Summit Financial, LLC

5.24K

Jun 30, 26

-104

0.04%

Concurrent Investment Advisors, LLC

4.76K

Jun 30, 26

+400

0.04%

NWF Advisory Services Inc.

4.49K

Jun 30, 26

+2.85K

0.04%

ASSETMARK, INC

4.43K

Jun 30, 26

+3.79K

0.04%

Stokes Family Office, LLC

4.33K

Jun 30, 26

0.04%

Perissos Private Wealth Management, LLC

4.28K

Jun 30, 26

+202

0.04%

Gladstone Institutional Advisory LLC

4.15K

Jun 30, 26

+353

0.04%

Stone Wealth Partners

4.12K

Jun 30, 26

-181

0.04%

Farther Finance Advisors, LLC

4.00K

Jun 30, 26

-958

0.03%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

3.95K

Jun 30, 26

+261

0.03%

NORTHERN TRUST CORP

3.93K

Jun 30, 26

-85

0.03%

MONECO Advisors, LLC

3.93K

Jun 30, 26

0.03%

IFP Advisors, Inc

3.67K

Jun 30, 26

+2.87K

0.03%

Forum Private Client Group LLC

3.58K

Jun 30, 26

-768

0.03%

Investors Research Corp

3.36K

Jun 30, 26

-137

0.03%

GTS SECURITIES LLC

3.30K

Jun 30, 26

-5.04K

0.03%

AFT, FORSYTH & COMPANY, INC.

3.16K

Jun 30, 26

0.03%

McAdam, LLC

3.16K

Jun 30, 26

-2.41K

0.03%

Sanctuary Advisors, LLC

3.06K

Jun 30, 26

+49

0.03%

Newbridge Financial Services Group, Inc.

3.02K

Jun 30, 26

-60

0.03%

DAVENPORT & Co LLC

3.00K

Jun 30, 26

+135

0.03%

Stronghold Wealth Management L.L.C.

2.92K

Jun 30, 26

-16

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

2.90K

Jun 30, 26

-1.01K

0.02%

PKS Advisory Services, LLC

2.83K

Jun 30, 26

-1.68K

0.02%

Geneos Wealth Management Inc.

2.79K

Jun 30, 26

0.02%

Bank of New York Mellon Corp

2.64K

Jun 30, 26

-564

0.02%

Secure Asset Management, LLC

2.46K

Jun 30, 26

-78

0.02%

Andina Capital Management, LLC

2.42K

Jun 30, 26

+2.42K

0.02%

MONETA GROUP INVESTMENT ADVISORS LLC

2.36K

Jun 30, 26

+657

0.02%

Clear Creek Financial Management, LLC

2.31K

Jun 30, 26

-765

0.02%

Michels Family Financial, LLC

2.30K

Jun 30, 26

-23

0.02%

Resolute Advisors LLC

2.28K

Jun 30, 26

0.02%

Claro Advisors LLC

2.25K

Jun 30, 26

+396

0.02%

Kendall Capital Management

2.23K

Jun 30, 26

0.02%

Ethos Financial Group, LLC

2.23K

Jun 30, 26

-53

0.02%

J.W. COLE ADVISORS, INC.

2.22K

Jun 30, 26

+2.22K

0.02%

HUNTINGTON NATIONAL BANK

2.21K

Jun 30, 26

-50

0.02%

TSA Wealth Managment LLC

2.20K

Jun 30, 26

+33

0.02%

CAPTRUST FINANCIAL ADVISORS

2.14K

Jun 30, 26

0.02%

Bouchey Financial Group Ltd

2.03K

Jun 30, 26

-203

0.02%

Capital Investment Advisory Services, LLC

2.00K

Jun 30, 26

0.02%

TENET WEALTH PARTNERS, LLC

1.98K

Jun 30, 26

+1.98K

0.02%

Gilliland Jeter Wealth Management LLC

1.97K

Jun 30, 26

+1.97K

0.02%

Arbor Wealth Management LLC\AZ

1.92K

Jun 30, 26

0.02%

GenWealth Group, Inc.

1.89K

Jun 30, 26

-109

0.02%

Ascent Group, LLC

1.89K

Jun 30, 26

-440

0.02%

Cornerstone Wealth Management, LLC

1.80K

Jun 30, 26

0.02%

CENTAURUS FINANCIAL, INC.

1.75K

Jun 30, 26

-747

0.01%

NewEdge Advisors, LLC

1.72K

Jun 30, 26

+1.53K

0.01%

D. E. Shaw & Co., Inc.

1.66K

Jun 30, 26

+1.66K

0.01%

HBK Sorce Advisory LLC

1.58K

Jun 30, 26

+1.58K

0.01%

Kelly Financial Services LLC

1.57K

Jun 30, 26

-183

0.01%

Yanni & Associates Investment Advisors, LLC

1.56K

Jun 30, 26

0.01%

CFS Investment Advisory Services, LLC

1.53K

Jun 30, 26

-204

0.01%

REDSTONE WEALTH MANAGEMENT, LLC

1.51K

Jun 30, 26

-11.38K

0.01%

Octavia Wealth Advisors, LLC

1.50K

Jun 30, 26

0.01%

Diversified Trust Co

1.48K

Jun 30, 26

0.01%

Orin Green Financial, LLC

1.42K

Jun 30, 26

-252

0.01%

Tower Research Capital LLC (TRC)

1.42K

Jun 30, 26

+1.30K

0.01%

Vann Equity Management LLC

1.39K

Jun 30, 26

+54

0.01%

TOTH FINANCIAL ADVISORY CORP

1.39K

Jun 30, 26

-50

0.01%

One Wealth Advisors, LLC

1.39K

Jun 30, 26

-42

0.01%

RFG Advisory, LLC

1.37K

Jun 30, 26

+1.37K

0.01%

CI Private Wealth, LLC

1.35K

Jun 30, 26

-1.27K

0.01%

FLOW TRADERS U.S. LLC

1.33K

Jun 30, 26

-2.87K

0.01%

PAX Financial Group, LLC

1.31K

Jun 30, 26

0.01%

NWAM LLC

1.30K

Jun 30, 26

+1.30K

0.01%

Alpine Bank Wealth Management

1.25K

Jun 30, 26

-1.25K

0.01%

Wealth Alliance

1.25K

Jun 30, 26

+1.25K

0.01%

Iowa State Bank

1.22K

Jun 30, 26

+1.22K

0.01%

JUNCTURE WEALTH STRATEGIES, LLC

1.18K

Jun 30, 26

+1.18K

0.01%

PDS Planning, Inc

1.16K

Jun 30, 26

+1.16K

0.01%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

1.16K

Jun 30, 26

+1.16K

0.01%

FIFTH THIRD BANCORP

1.15K

Jun 30, 26

0.01%

United Advisor Group, LLC

1.15K

Jun 30, 26

+1.15K

0.01%

Strategic Blueprint, LLC

1.14K

Jun 30, 26

+1.14K

0.01%

Smith, Salley & Associates

1.12K

Jun 30, 26

+1.12K

0.01%

LVW Advisors, LLC

1.12K

Jun 30, 26

+1.12K

0.01%

Forge Financial Services LLC

1.09K

Jun 30, 26

+1.09K

0.01%

AE Wealth Management LLC

913

Jun 30, 26

+669

0.01%

Steward Partners Investment Advisory, LLC

900

Jun 30, 26

-518

0.01%

JONES FINANCIAL COMPANIES LLLP

830

Jun 30, 26

+119

0.01%

MASSMUTUAL TRUST CO FSB/ADV

767

Jun 30, 26

0.01%

Operose Advisors LLC

700

Jun 30, 26

+700

0.01%

Comprehensive Financial Planning, Inc./PA

686

Jun 30, 26

0.01%

HARBOUR INVESTMENTS, INC.

646

Jun 30, 26

0.01%

UMB Bank, n.a.

640

Jun 30, 26

0.01%

Qube Research & Technologies Ltd

628

Jun 30, 26

+17

0.01%

Pinnacle Bancorp, Inc.

537

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

537

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

508

Jun 30, 26

0.00%

Regatta Research & Money Management

502

Jun 30, 26

+502

0.00%

PRIVATE TRUST CO NA

480

Jun 30, 26

0.00%

First Pacific Financial

477

Jun 30, 26

-55

0.00%

Buck Wealth Strategies, LLC

371

Jun 30, 26

+371

0.00%

Atlantic Union Bankshares Corp

336

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

330

Jun 30, 26

+17

0.00%

SRS Capital Advisors, Inc.

317

Jun 30, 26

+317

0.00%

US BANCORP \DE\

292

Jun 30, 26

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

254

Jun 30, 26

-88

0.00%

BLAIR WILLIAM & CO/IL

244

Jun 30, 26

+104

0.00%

StrongBox Wealth, LLC

173

Jun 30, 26

+173

0.00%

Federation des caisses Desjardins du Quebec

173

Jun 30, 26

0.00%

ESL Trust Services, LLC

161

Jun 30, 26

0.00%

GAMMA Investing LLC

150

Jun 30, 26

0.00%

HHM Wealth Advisors, LLC

150

Jun 30, 26

0.00%

Nova Wealth Management, Inc.

140

Jun 30, 26

0.00%

Godfrey Financial Associates, Inc.

140

Jun 30, 26

0.00%

Costello Asset Management, INC

131

Jun 30, 26

0.00%

BANK OF MONTREAL /CAN/

128

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

123

Jun 30, 26

0.00%

BOKF, NA

108

Jun 30, 26

0.00%

Ashton Thomas Private Wealth, LLC

108

Jun 30, 26

+56

0.00%

Allworth Financial LP

106

Jun 30, 26

-176

0.00%

TRUST CO OF VERMONT

100

Jun 30, 26

+100

0.00%

LRI Investments, LLC

Jun 30, 26

0.00%

Glass Jacobson Investment Advisors llc

Jun 30, 26

0.00%

MATHER GROUP, LLC.

Jun 30, 26

-5

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

0.00%

Larson Financial Group LLC

Jun 30, 26

0.00%

Parallel Advisors, LLC

Jun 30, 26

+56

0.00%

Elevated Capital Advisors, LLC

Jun 30, 26

0.00%

BRYN MAWR TRUST Co

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

Jun 30, 26

0.00%

Sterling Capital Management LLC

Jun 30, 26

0.00%

SIGNATUREFD, LLC

Jun 30, 26

0.00%

Global Retirement Partners, LLC

Jun 30, 26

0.00%

Keating Financial Advisory Services, Inc.

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

0.00%

Ankerstar Wealth, LLC

Jun 30, 26

0.00%

Lloyd Advisory Services, LLC.

Jun 30, 26

0.00%

Accent Capital Management, LLC

Jun 30, 26

-1.65K

TWO SIGMA INVESTMENTS, LP

Jun 30, 26

-64.00K

GOLDMAN SACHS GROUP INC

Jun 30, 26

-28.36K

Aptus Capital Advisors, LLC

Jun 30, 26

-13

FLAGSHIP WEALTH ADVISORS, LLC

Jun 30, 26

-35

Advisory Services Network, LLC

Jun 30, 26

-716

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-261

CreativeOne Wealth, LLC

Jun 30, 26

-1.70K

Jackson Wealth Management, LLC

Jun 30, 26

-2.69K

Expressive Wealth LLC

Jun 30, 26

-1.65K

Destiny Wealth Partners, LLC

Jun 30, 26

-880

Missouri Trust & Investment Co

Jun 30, 26

-185

UBS ASSET MANAGEMENT AMERICAS INC

Jun 30, 26

-78

Crumly & Associates Inc.

Jun 30, 26

-1.47K

Merkkuri Wealth Advisors LLC

Jun 30, 26

-1.36K

PNC FINANCIAL SERVICES GROUP, INC.

Jun 30, 26

-150

MARSHALL WACE, LLP

Jun 30, 26

-2.01K

CWM, LLC

16.85K

Mar 31, 26

+9.66K

0.14%

Efficient Advisors, LLC

3.88K

Mar 31, 26

+195

0.03%

TruWealth Advisors, LLC

1.45K

Mar 31, 26

0.01%

COMERICA BANK

1.18K

Dec 31, 25

+214

0.01%

CIBC Private Wealth Group, LLC

Dec 31, 25

+42

0.00%

WFA Asset Management Corp

90.05K

Sep 30, 25

-1.49K

0.77%

Abich Financial Wealth Management LLC

Sep 30, 25

+16

0.00%

DOHJ, LLC

93.11K

Jun 30, 25

-96.36K

0.80%

AVANTAX ADVISORY SERVICES, INC.

11.46K

Jun 30, 25

-271

0.10%

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

8.33K

Jun 30, 25

+1.50K

0.07%

Centricity Wealth Management, LLC

1.32K

Jun 30, 25

0.01%

Legacy Investment Solutions, LLC

Jun 30, 25

+55

0.00%

Dechtman Wealth Management, LLC

24.48K

Dec 31, 24

-61.30K

0.21%

Maxwell Wealth Strategies Inc.

7.13K

Dec 31, 24

0.06%

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

Dec 31, 24

-72.03K

Pegasus Partners Ltd.

220.31K

Sep 30, 24

+2.52K

1.88%

9258 Wealth Management, LLC

23.85K

Sep 30, 24

-2.15K

0.20%

RAYMOND JAMES & ASSOCIATES

4.52K

Sep 30, 24

+808

0.04%

Raymond James Financial Services Advisors, Inc.

4.10K

Sep 30, 24

0.04%

GYL FINANCIAL SYNERGIES, LLC

2.94K

Sep 30, 24

0.03%

Aspire Wealth Management Corp

409

Sep 30, 24

0.00%

VitalStone Financial, LLC

Sep 30, 24

0.00%

BlackRock Inc.

28.30K

Jun 30, 24

-33.96K

0.24%

Private Ocean, LLC

170

Jun 30, 24

0.00%

Cetera Advisors LLC

5.68K

Mar 31, 24

+5.68K

0.05%

Cetera Advisor Networks LLC

4.41K

Mar 31, 24

+58

0.04%

Baystate Wealth Management LLC

Dec 31, 23

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

Sep 30, 23

-2.40K

RESOLUTE FINANCIAL, LLC

2.42K

Dec 31, 22

-662

0.02%

Align Wealth Management, LLC

Dec 31, 22

0.00%

55I, LLC

62.14K

Sep 30, 22

+19.19K

0.53%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

12.18K

Sep 30, 22

+296

0.10%

REGENTATLANTIC CAPITAL LLC

4.55K

Sep 30, 22

0.04%

American Portfolios Advisors

203

Sep 30, 22

+25

0.00%

Private Capital Group, LLC

Jun 30, 22

-174

Meristem Family Wealth, LLC

15.03K

Mar 31, 22

-273

0.13%

Carroll Financial Associates, Inc.

155

Dec 31, 21

0.00%

C-J Advisory, Inc.

130.10K

Sep 30, 21

+112

1.11%

Homrich & Berg

5.67K

Sep 30, 21

0.05%

First Allied Advisory Services, Inc.

4.73K

Sep 30, 20

+922

0.04%

LifePlan Financial Group, Inc

3.84K

Sep 30, 20

+2.78K

0.03%

Advisor Group, Inc.

9.76K

Dec 31, 19

+1.12K

0.08%

LADENBURG THALMANN FINANCIAL SERVICES INC.

3.44K

Dec 31, 19

-235

0.03%

Wealth & Pension Services Group, Inc.

4.02K

Sep 30, 19

0.03%

NEXT Financial Holdings

117

Mar 31, 19

+117

0.00%

GFS Private Wealth, LLC

129.74K

Dec 31, 17

+129.74K

1.11%

Commonwealth Equity Services, Inc

21.97K

Jun 30, 17

-698

0.19%

BlackRock Investment Management, LLC

1.50K

Dec 31, 16

+1.50K

0.01%

MSI Financial Services Inc

622

Dec 31, 16

+63

0.01%

FIRSTMERIT BANK N A TRUSTEE

9.70K

Jun 30, 16

+461

0.08%

NEW ENGLAND SECURITIES CORP /MA/

200

Dec 31, 14

0.00%

UBS AG

9.08K

Sep 30, 14

-1.24K

0.08%

First Allied Securities, Inc.

500

Jun 30, 12

-1.80K

0.00%