iShares U.S. Industrials ETF(IYJ)

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iShares U.S. Industrials ETF(IYJ)

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$161.53—

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IYJ(IYJ)

IYJ

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 461 Institutional Holders

Holder	Shares	Date	Change	% Held
First Citizens Financial Corp	32.35K	Jun 30, 26	-435	0.28%
CX Institutional	28.67K	Jun 30, 26	+1.66K	0.25%
INSPIRION WEALTH ADVISORS, LLC	1.41K	Jun 30, 26	--	0.01%
HARBOR INVESTMENT ADVISORY, LLC	775	Jun 30, 26	--	0.01%
MORGAN STANLEY	780.29K	Mar 31, 26	-19.15K	6.81%
WELLS FARGO & COMPANY/MN	450.33K	Mar 31, 26	-11.98K	3.93%
PGIM Custom Harvest LLC	385.64K	Mar 31, 26	+53.63K	3.37%
BANK OF AMERICA CORP /DE/	362.63K	Mar 31, 26	-209.48K	3.17%
LPL Financial LLC	312.51K	Mar 31, 26	+724	2.73%
UBS Group AG	256.02K	Mar 31, 26	-16.95K	2.24%
ROYAL BANK OF CANADA	226.29K	Mar 31, 26	+14.14K	1.98%
MML INVESTORS SERVICES, LLC	214.17K	Mar 31, 26	-43.07K	1.87%
RAYMOND JAMES FINANCIAL INC	204.00K	Mar 31, 26	+16.28K	1.78%
ADVISOR GROUP HOLDINGS, INC.	101.94K	Mar 31, 26	+3.48K	0.89%
Prospera Financial Services Inc	96.39K	Mar 31, 26	-377	0.84%
AMERIPRISE FINANCIAL INC	95.53K	Mar 31, 26	-34	0.83%
Cambridge Investment Research Advisors, Inc.	94.98K	Mar 31, 26	+52.72K	0.83%
MinichMacGregor Wealth Management, LLC	83.45K	Mar 31, 26	+8.63K	0.73%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	64.98K	Mar 31, 26	-145.40K	0.57%
GOLDMAN SACHS GROUP INC	62.85K	Mar 31, 26	+6.38K	0.55%
Sanctuary Advisors, LLC	60.00K	Mar 31, 26	+9.11K	0.52%
JONES FINANCIAL COMPANIES LLLP	59.79K	Mar 31, 26	+8.46K	0.52%
Janney Montgomery Scott LLC	54.01K	Mar 31, 26	+3.88K	0.47%
HighTower Advisors, LLC	53.14K	Mar 31, 26	-5.74K	0.46%
Well Done, LLC	52.69K	Mar 31, 26	+2.87K	0.46%
Colony Group, LLC	51.37K	Mar 31, 26	+38.50K	0.45%
BNP PARIBAS ARBITRAGE, SNC	50.00K	Mar 31, 26	-50.00K	0.44%
Summit Financial Consulting LLC	47.19K	Mar 31, 26	+47.19K	0.41%
STIFEL FINANCIAL CORP	45.33K	Mar 31, 26	+626	0.40%
SOUTHERN CAPITAL ADVISORS, LLC	43.78K	Mar 31, 26	+11.60K	0.38%
Private Advisor Group, LLC	43.05K	Mar 31, 26	-1.42K	0.38%
ENVESTNET ASSET MANAGEMENT INC	42.95K	Mar 31, 26	+2.30K	0.38%
JPMORGAN CHASE & CO	42.70K	Mar 31, 26	+3.71K	0.37%
AE Wealth Management LLC	41.63K	Mar 31, 26	+40.59K	0.36%
Steward Partners Investment Advisory, LLC	38.91K	Mar 31, 26	+5.90K	0.34%
Cadent Capital Advisors, LLC	38.39K	Mar 31, 26	+1.73K	0.34%
COMMONWEALTH EQUITY SERVICES, LLC	36.94K	Mar 31, 26	+2.04K	0.32%
TRUIST FINANCIAL CORP	35.58K	Mar 31, 26	+1.69K	0.31%
Modus Advisors, LLC	34.05K	Mar 31, 26	-5.97K	0.30%
First Citizens Financial Corp	32.79K	Mar 31, 26	-313	0.29%
BlackRock, Inc.	31.90K	Mar 31, 26	+75	0.28%
KINGSWOOD WEALTH ADVISORS, LLC	31.57K	Mar 31, 26	+6.53K	0.28%
Three Seasons Wealth, LLC	31.29K	Mar 31, 26	+31.29K	0.27%
Cetera Investment Advisers	28.31K	Mar 31, 26	-27.45K	0.25%
PRINCIPAL SECURITIES, INC.	28.07K	Mar 31, 26	+1.92K	0.25%
FMR LLC	25.65K	Mar 31, 26	+3.13K	0.22%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	25.47K	Mar 31, 26	+2.12K	0.22%
Frank, Rimerman Advisors LLC	24.47K	Mar 31, 26	--	0.21%
Mariner, LLC	24.30K	Mar 31, 26	+913	0.21%
Atria Investments, Inc	24.02K	Mar 31, 26	+4.19K	0.21%
MAGNOLIA CAPITAL MANAGEMENT LTD	20.08K	Mar 31, 26	--	0.18%
Smartleaf Asset Management LLC	19.33K	Mar 31, 26	-115	0.17%
Creative Planning	19.29K	Mar 31, 26	+134	0.17%
Tudor Financial Inc.	19.21K	Mar 31, 26	-154	0.17%
Shulman DeMeo Asset Management LLC	19.04K	Mar 31, 26	-76	0.17%
Rockefeller Capital Management L.P.	18.52K	Mar 31, 26	+24	0.16%
SCS Capital Management LLC	18.06K	Mar 31, 26	-627	0.16%
Zurich Insurance Group Ltd/FI	17.36K	Mar 31, 26	--	0.15%
Bank of New York Mellon Corp	17.26K	Mar 31, 26	+2.60K	0.15%
Perigon Wealth Management, LLC	16.76K	Mar 31, 26	-60	0.15%
Waverly Advisors, LLC	16.59K	Mar 31, 26	-9	0.14%
CITADEL ADVISORS LLC	16.34K	Mar 31, 26	+16.34K	0.14%
Spence Asset Management	15.09K	Mar 31, 26	-1.21K	0.13%
Equitable Holdings, Inc.	14.63K	Mar 31, 26	-1.32K	0.13%
Merkkuri Wealth Advisors LLC	14.45K	Mar 31, 26	+341	0.13%
MMBG INVESTMENT ADVISORS CO.	14.33K	Mar 31, 26	-1.27K	0.13%
Castle Rock Wealth Management, LLC	14.21K	Mar 31, 26	-4.90K	0.12%
HRT FINANCIAL LP	14.07K	Mar 31, 26	+14.07K	0.12%
KKM Financial LLC	13.73K	Mar 31, 26	--	0.12%
Laurel Wealth Advisors LLC	13.69K	Mar 31, 26	+555	0.12%
IHT Wealth Management, LLC	13.48K	Mar 31, 26	-405	0.12%
BARTLETT & CO. WEALTH MANAGEMENT LLC	12.34K	Mar 31, 26	--	0.11%
Virtue Capital Management, LLC	12.18K	Mar 31, 26	-67.39K	0.11%
SCOTIA CAPITAL INC.	12.07K	Mar 31, 26	+52	0.11%
Waterloo Capital, L.P.	12.05K	Mar 31, 26	+22	0.11%
JBR Co Financial Management Inc	11.85K	Mar 31, 26	--	0.10%
Essex LLC	11.44K	Mar 31, 26	+198	0.10%
Snowden Capital Advisors LLC	11.43K	Mar 31, 26	-83	0.10%
Stillwater Capital Advisors, LLC	11.11K	Mar 31, 26	-938	0.10%
CITIGROUP INC	11.04K	Mar 31, 26	-13.80K	0.10%
Tower Research Capital LLC (TRC)	10.93K	Mar 31, 26	+10.93K	0.10%
DAVENPORT & Co LLC	10.72K	Mar 31, 26	-2.13K	0.09%
Quantinno Capital Management LP	10.09K	Mar 31, 26	-48	0.09%
Baird Financial Group, Inc.	9.93K	Mar 31, 26	+17	0.09%
HUNTINGTON NATIONAL BANK	9.57K	Mar 31, 26	+755	0.08%
BANK OF MONTREAL /CAN/	9.46K	Mar 31, 26	-889	0.08%
Ameritas Advisory Services, LLC	8.90K	Mar 31, 26	-164	0.08%
Ignite Planners, LLC	8.89K	Mar 31, 26	+5	0.08%
Rollins Financial Advisors, LLC	8.85K	Mar 31, 26	+1.64K	0.08%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	8.77K	Mar 31, 26	-217	0.08%
Empirical Asset Management, LLC	8.73K	Mar 31, 26	-136	0.08%
RIK SAYLOR FINANCIAL, INC.	8.68K	Mar 31, 26	-129	0.08%
FIFTH THIRD SECURITIES, INC.	8.63K	Mar 31, 26	-468	0.08%
KENNICOTT CAPITAL MANAGEMENT LLC	8.05K	Mar 31, 26	--	0.07%
AQR CAPITAL MANAGEMENT LLC	7.79K	Mar 31, 26	+7.79K	0.07%
CAPTRUST FINANCIAL ADVISORS	7.68K	Mar 31, 26	+1	0.07%
JANE STREET GROUP, LLC	7.59K	Mar 31, 26	+7.59K	0.07%
BROWN ADVISORY INC	7.36K	Mar 31, 26	--	0.06%
TRITONPOINT WEALTH, LLC	7.33K	Mar 31, 26	-275	0.06%
FIFTH THIRD BANCORP	7.26K	Mar 31, 26	+7.26K	0.06%
Advisory Services Network, LLC	7.24K	Mar 31, 26	+1.02K	0.06%
Clearstead Advisors, LLC	7.24K	Mar 31, 26	+400	0.06%
Nikulski Financial, Inc.	7.21K	Mar 31, 26	+2.06K	0.06%
Beacon Pointe Advisors, LLC	6.82K	Mar 31, 26	-797	0.06%
PLANNING DIRECTIONS INC	6.77K	Mar 31, 26	-169	0.06%
MERCER GLOBAL ADVISORS INC /ADV	6.76K	Mar 31, 26	-215	0.06%
Simmons Bank	6.74K	Mar 31, 26	-526	0.06%
CWM, LLC	6.65K	Mar 31, 26	+266	0.06%
Sunbelt Securities, Inc.	6.53K	Mar 31, 26	+355	0.06%
MUIRFIELD WEALTH ADVISORS LLC	6.36K	Mar 31, 26	+572	0.06%
Zhang Financial LLC	6.33K	Mar 31, 26	+4.67K	0.06%
Arkadios Wealth Advisors	6.12K	Mar 31, 26	+305	0.05%
Kestra Advisory Services, LLC	5.69K	Mar 31, 26	-870	0.05%
Qube Research & Technologies Ltd	5.69K	Mar 31, 26	+5.69K	0.05%
Allen Investment Management LLC	5.64K	Mar 31, 26	--	0.05%
Glenview Trust Co	5.63K	Mar 31, 26	-1.26K	0.05%
Modera Wealth Management, LLC	5.54K	Mar 31, 26	+1	0.05%
STEPHENS INC /AR/	5.54K	Mar 31, 26	+114	0.05%
KESTRA PRIVATE WEALTH SERVICES, LLC	5.51K	Mar 31, 26	+21	0.05%
Apeiron RIA LLC	5.16K	Mar 31, 26	--	0.05%
D L CARLSON INVESTMENT GROUP INC	5.12K	Mar 31, 26	-331	0.04%
BCS Wealth Management	5.10K	Mar 31, 26	-5.10K	0.04%
NewEdge Advisors, LLC	5.09K	Mar 31, 26	+155	0.04%
US BANCORP \DE\	5.04K	Mar 31, 26	+683	0.04%
Coastal Bridge Advisors, LLC	4.92K	Mar 31, 26	-182	0.04%
NAVELLIER & ASSOCIATES INC	4.89K	Mar 31, 26	+4.89K	0.04%
U.S. Capital Wealth Advisors, LLC	4.85K	Mar 31, 26	+44	0.04%
Meridian Wealth Management, LLC	4.80K	Mar 31, 26	-119	0.04%
NTV ASSET MANAGEMENT LLC	4.77K	Mar 31, 26	-400	0.04%
EP Wealth Advisors, LLC	4.74K	Mar 31, 26	+1	0.04%
FLOW TRADERS U.S. LLC	4.70K	Mar 31, 26	-1.52K	0.04%
Resources Investment Advisors, LLC.	4.70K	Mar 31, 26	+3	0.04%
PATTEN & PATTEN INC/TN	4.51K	Mar 31, 26	+420	0.04%
Cornerstone Wealth Management, LLC	4.46K	Mar 31, 26	+31	0.04%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	4.41K	Mar 31, 26	+2	0.04%
Sovran Advisors, LLC	4.39K	Mar 31, 26	--	0.04%
One Charles Private Wealth Services, LLC	4.23K	Mar 31, 26	+193	0.04%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	4.15K	Mar 31, 26	+679	0.04%
Vivaldi Capital Management LP	4.13K	Mar 31, 26	--	0.04%
CENTRAL VALLEY ADVISORS, LLC	4.12K	Mar 31, 26	-164	0.04%
PNC FINANCIAL SERVICES GROUP, INC.	4.09K	Mar 31, 26	-474	0.04%
Haverford Trust Co	4.00K	Mar 31, 26	--	0.03%
Sequoia Financial Advisors, LLC	3.99K	Mar 31, 26	+697	0.03%
CIBC WORLD MARKET INC.	3.97K	Mar 31, 26	+341	0.03%
Charter Oak Capital Management, LLC	3.92K	Mar 31, 26	-600	0.03%
CreativeOne Wealth, LLC	3.86K	Mar 31, 26	+1.39K	0.03%
Lakeshore Capital Group, Inc.	3.84K	Mar 31, 26	-50	0.03%
Cerity Partners LLC	3.82K	Mar 31, 26	-192	0.03%
Allworth Financial LP	3.70K	Mar 31, 26	-426	0.03%
Stonebridge Financial Planning Group, LLC	3.70K	Mar 31, 26	+1	0.03%
M3 Advisory Group, LLC	3.62K	Mar 31, 26	+1	0.03%
Noble Family Wealth, LLC	3.60K	Mar 31, 26	--	0.03%
NewEdge Wealth, LLC	3.54K	Mar 31, 26	+3.54K	0.03%
Merit Financial Group, LLC	3.54K	Mar 31, 26	+460	0.03%
TPG Advisors LLC	3.50K	Mar 31, 26	--	0.03%
Swisher Financial Concepts, Inc.	3.42K	Mar 31, 26	-360	0.03%
CI Private Wealth, LLC	3.42K	Mar 31, 26	-208	0.03%
Lifestyle Asset Management, Inc.	3.41K	Mar 31, 26	+3.41K	0.03%
Mutual Advisors, LLC	3.41K	Mar 31, 26	-646	0.03%
BLAIR WILLIAM & CO/IL	3.38K	Mar 31, 26	--	0.03%
Wealth Management Partners, LLC	3.32K	Mar 31, 26	--	0.03%
NORTHERN TRUST CORP	3.24K	Mar 31, 26	-80	0.03%
THRIVENT FINANCIAL FOR LUTHERANS	3.14K	Mar 31, 26	-2	0.03%
Ausdal Financial Partners, Inc.	3.04K	Mar 31, 26	+14	0.03%
ADELL HARRIMAN & CARPENTER INC	2.99K	Mar 31, 26	-2	0.03%
Geneos Wealth Management Inc.	2.96K	Mar 31, 26	--	0.03%
CITIZENS FINANCIAL GROUP INC/RI	2.92K	Mar 31, 26	+2	0.03%
WHITTIER TRUST CO	2.81K	Mar 31, 26	--	0.02%
Lido Advisors, LLC	2.79K	Mar 31, 26	-2.06K	0.02%
PARAGON FINANCIAL PARTNERS, INC.	2.67K	Mar 31, 26	+1	0.02%
Parallel Advisors, LLC	2.66K	Mar 31, 26	+350	0.02%
Cresset Asset Management, LLC	2.60K	Mar 31, 26	+796	0.02%
COMMERCE BANK	2.57K	Mar 31, 26	--	0.02%
Concurrent Investment Advisors, LLC	2.53K	Mar 31, 26	-22	0.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	2.52K	Mar 31, 26	--	0.02%
BAILARD, INC.	2.50K	Mar 31, 26	--	0.02%
Commonwealth Financial Services, LLC	2.46K	Mar 31, 26	--	0.02%
Royal Fund Management, LLC	2.42K	Mar 31, 26	-245	0.02%
Farther Finance Advisors, LLC	2.40K	Mar 31, 26	+450	0.02%
OPPENHEIMER & CO INC	2.39K	Mar 31, 26	-20	0.02%
KILEY JUERGENS WEALTH MANAGEMENT, LLC	2.38K	Mar 31, 26	+2.38K	0.02%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	2.37K	Mar 31, 26	--	0.02%
Fisher Asset Management, LLC	2.31K	Mar 31, 26	+2.31K	0.02%
SFE Investment Counsel	2.28K	Mar 31, 26	+32	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.22K	Mar 31, 26	-769	0.02%
Mill Creek Capital Advisors, LLC	2.20K	Mar 31, 26	--	0.02%
Apollon Wealth Management, LLC	2.19K	Mar 31, 26	-198	0.02%
JOHNSON INVESTMENT COUNSEL INC	2.16K	Mar 31, 26	-3.03K	0.02%
MAI Capital Management	2.14K	Mar 31, 26	+1	0.02%
KCM INVESTMENT ADVISORS LLC	2.13K	Mar 31, 26	--	0.02%
GRIFFIN ASSET MANAGEMENT, INC.	2.12K	Mar 31, 26	-68	0.02%
Grey Fox Wealth Advisors, LLC	2.12K	Mar 31, 26	+4	0.02%
Gladstone Institutional Advisory LLC	2.11K	Mar 31, 26	+141	0.02%
IMC-Chicago, LLC	2.11K	Mar 31, 26	+2.11K	0.02%
Sowell Financial Services LLC	2.10K	Mar 31, 26	+1	0.02%
Dynasty Wealth Management, LLC	2.09K	Mar 31, 26	+319	0.02%
Chemistry Wealth Management LLC	2.05K	Mar 31, 26	--	0.02%
SkyView Investment Advisors, LLC	2.05K	Mar 31, 26	--	0.02%
Apollon Financial, LLC	2.04K	Mar 31, 26	+121	0.02%
Fundamentum, LLC	2.02K	Mar 31, 26	+317	0.02%
Dale Q Rice Investment Management Ltd	2.01K	Mar 31, 26	--	0.02%
Wealthspire Advisors, LLC	2.00K	Mar 31, 26	-960	0.02%
Hilltop Holdings Inc.	2.00K	Mar 31, 26	--	0.02%
V2 Financial group LLC	2.00K	Mar 31, 26	--	0.02%
SONATA CAPITAL GROUP INC	2.00K	Mar 31, 26	--	0.02%
GREAT VALLEY ADVISOR GROUP, INC.	1.98K	Mar 31, 26	-262	0.02%
Samalin Investment Counsel, LLC	1.97K	Mar 31, 26	-113	0.02%
CFM WEALTH PARTNERS LLC	1.96K	Mar 31, 26	--	0.02%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	1.95K	Mar 31, 26	--	0.02%
Chesapeake Wealth Management	1.94K	Mar 31, 26	-115	0.02%
Pictet North America Advisors SA	1.89K	Mar 31, 26	--	0.02%
UBS ASSET MANAGEMENT AMERICAS INC	1.88K	Mar 31, 26	+1.27K	0.02%
Centerline Wealth Advisors, LLC	1.80K	Mar 31, 26	+1.80K	0.02%
Fiduciary Alliance LLC	1.76K	Mar 31, 26	+3	0.02%
TD Waterhouse Canada Inc.	1.76K	Mar 31, 26	--	0.02%
M&T BANK CORP	1.72K	Mar 31, 26	+1.72K	0.02%
Atlas Brown,Inc.	1.71K	Mar 31, 26	+4	0.01%
Cardinal Point Capital Management, ULC	1.70K	Mar 31, 26	--	0.01%
Venture Visionary Partners LLC	1.70K	Mar 31, 26	--	0.01%
Buckingham Strategic Partners	1.65K	Mar 31, 26	+1.65K	0.01%
McClarren Financial Advisors, Inc.	1.65K	Mar 31, 26	+1.50K	0.01%
Connecticut Wealth Management, LLC	1.64K	Mar 31, 26	+3	0.01%
COLDSTREAM CAPITAL MANAGEMENT INC	1.64K	Mar 31, 26	--	0.01%
Soltis Investment Advisors LLC	1.62K	Mar 31, 26	--	0.01%
Sigma Planning Corp	1.58K	Mar 31, 26	+1	0.01%
Kovack Advisors, Inc.	1.57K	Mar 31, 26	+1.57K	0.01%
PETTYJOHN, WOOD & WHITE, INC	1.57K	Mar 31, 26	--	0.01%
Matthew Goff Investment Advisor, LLC	1.55K	Mar 31, 26	+1.55K	0.01%
CENTRAL TRUST Co	1.54K	Mar 31, 26	--	0.01%
Beaumont Financial Advisors, LLC	1.53K	Mar 31, 26	--	0.01%
Stratos Wealth Partners, LTD.	1.53K	Mar 31, 26	-266	0.01%
Gateway Wealth Partners, LLC	1.53K	Mar 31, 26	+1.53K	0.01%
Independent Advisor Alliance	1.51K	Mar 31, 26	+1.51K	0.01%
Summit Financial, LLC	1.50K	Mar 31, 26	+1.50K	0.01%
Millstone Evans Group, LLC	1.50K	Mar 31, 26	--	0.01%
PFG Advisors	1.50K	Mar 31, 26	+1.50K	0.01%
Greenspring Advisors, LLC	1.49K	Mar 31, 26	-428	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	1.49K	Mar 31, 26	+1.49K	0.01%
Integrated Wealth Concepts LLC	1.48K	Mar 31, 26	+1.48K	0.01%
Russell Investments Group, Ltd.	1.48K	Mar 31, 26	+79	0.01%
HARMONY ASSET MANAGEMENT LLC	1.43K	Mar 31, 26	-221	0.01%
HARBOUR INVESTMENTS, INC.	1.41K	Mar 31, 26	-163	0.01%
Kingsview Wealth Management, LLC	1.37K	Mar 31, 26	+1.37K	0.01%
Westside Investment Management, Inc.	1.36K	Mar 31, 26	--	0.01%
HFG Advisors, Inc.	1.36K	Mar 31, 26	--	0.01%
True Link Financial Advisors, LLC	1.35K	Mar 31, 26	--	0.01%
Federation des caisses Desjardins du Quebec	1.20K	Mar 31, 26	--	0.01%
Atlantic Edge Private Wealth Management, LLC	1.09K	Mar 31, 26	-10	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.08K	Mar 31, 26	+656	0.01%
Sound Income Strategies, LLC	1.08K	Mar 31, 26	-186	0.01%
Ancora Advisors, LLC	1.03K	Mar 31, 26	--	0.01%
Davis Capital Management	821	Mar 31, 26	--	0.01%
Abound Wealth Management	813	Mar 31, 26	--	0.01%
Oakworth Capital, Inc.	799	Mar 31, 26	--	0.01%
HARBOR INVESTMENT ADVISORY, LLC	775	Mar 31, 26	--	0.01%
NATIONAL BANK OF CANADA /FI/	767	Mar 31, 26	--	0.01%
Front Row Advisors LLC	760	Mar 31, 26	--	0.01%
Ashton Thomas Private Wealth, LLC	724	Mar 31, 26	+724	0.01%
SRS Capital Advisors, Inc.	710	Mar 31, 26	-1.59K	0.01%
Capital Analysts, LLC	679	Mar 31, 26	+1	0.01%
AlphaCore Capital LLC	662	Mar 31, 26	--	0.01%
Atlantic Union Bankshares Corp	643	Mar 31, 26	--	0.01%
GLENMEDE TRUST CO NA	600	Mar 31, 26	--	0.01%
Founders Financial Alliance, LLC	582	Mar 31, 26	--	0.01%
Provenance Wealth Advisors, LLC	430	Mar 31, 26	-180	0.00%
Missouri Trust & Investment Co	400	Mar 31, 26	+400	0.00%
Cassaday & Co Wealth Management LLC	378	Mar 31, 26	+378	0.00%
Annis Gardner Whiting Capital Advisors, LLC	368	Mar 31, 26	+368	0.00%
Root Financial Partners, LLC	334	Mar 31, 26	--	0.00%
Redwood Park Advisors LLC	331	Mar 31, 26	+1	0.00%
Legacy Wealth Managment, LLC/ID	300	Mar 31, 26	--	0.00%
Anchor Investment Management, LLC	269	Mar 31, 26	--	0.00%
Harbor Asset Planning, Inc.	268	Mar 31, 26	+50	0.00%
Western Wealth Management, LLC	245	Mar 31, 26	+245	0.00%
Aptus Capital Advisors, LLC	242	Mar 31, 26	-7	0.00%
WEST PACES ADVISORS INC.	240	Mar 31, 26	--	0.00%
Viewpoint Capital Management LLC	235	Mar 31, 26	--	0.00%
SITTNER & NELSON, LLC	220	Mar 31, 26	--	0.00%
IFP Advisors, Inc	217	Mar 31, 26	-122	0.00%
Triumph Capital Management	206	Mar 31, 26	-15	0.00%
DUNCKER STREETT & CO INC	200	Mar 31, 26	--	0.00%
CALDWELL SUTTER CAPITAL, INC.	200	Mar 31, 26	--	0.00%
Key FInancial Inc	186	Mar 31, 26	--	0.00%
Colonial Trust Advisors	174	Mar 31, 26	--	0.00%
TSFG, LLC	161	Mar 31, 26	-31	0.00%
SouthState Corp	160	Mar 31, 26	--	0.00%
TD Capital Management LLC	156	Mar 31, 26	+156	0.00%
Rossby Financial, LCC	145	Mar 31, 26	--	0.00%
PRIVATE TRUST CO NA	123	Mar 31, 26	--	0.00%
Ronald Blue Trust, Inc.	100	Mar 31, 26	--	0.00%
NBC SECURITIES, INC.	100	Mar 31, 26	--	0.00%
GKV Capital Management Co., Inc.	100	Mar 31, 26	+100	0.00%
ROTHSCHILD INVESTMENT LLC	100	Mar 31, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	96	Mar 31, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	85	Mar 31, 26	--	0.00%
Fortis Group Advisors, LLC	80	Mar 31, 26	--	0.00%
Bradley & Co. Private Wealth Management, LLC	70	Mar 31, 26	--	0.00%
C M BIDWELL & ASSOCIATES LTD	64	Mar 31, 26	--	0.00%
BROWN, LISLE/CUMMINGS, INC.	60	Mar 31, 26	--	0.00%
AdvisorNet Financial, Inc	55	Mar 31, 26	--	0.00%
Dunhill Financial, LLC	54	Mar 31, 26	-1	0.00%
Golden State Equity Partners	50	Mar 31, 26	+50	0.00%
Westfuller Advisors, LLC	48	Mar 31, 26	--	0.00%
Valued Wealth Advisors LLC	41	Mar 31, 26	-2	0.00%
SIGNATUREFD, LLC	40	Mar 31, 26	+10	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	30	Mar 31, 26	+30	0.00%
GUARDIAN WEALTH ADVISORS, LLC / NC	30	Mar 31, 26	+30	0.00%
Murphy & Mullick Capital Management Corp	25	Mar 31, 26	--	0.00%
Truvestments Capital LLC	24	Mar 31, 26	--	0.00%
ASSETMARK, INC	17	Mar 31, 26	--	0.00%
ARMSTRONG ADVISORY GROUP, INC	10	Mar 31, 26	-1	0.00%
Biondo Investment Advisors, LLC	--	Mar 31, 26	-6.94K	--
Concord Wealth Partners	--	Mar 31, 26	-216	--
Commonwealth Retirement Investments LLC	--	Mar 31, 26	-518	--
MANAGED ASSET PORTFOLIOS, LLC	--	Mar 31, 26	-2.34K	--
Berkshire Money Management, Inc.	--	Mar 31, 26	-2.50K	--
Spire Wealth Management	--	Mar 31, 26	-160	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-7.40K	--
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	--	Mar 31, 26	-1.58K	--
Newbridge Financial Services Group, Inc.	--	Mar 31, 26	-25	--
HANTZ FINANCIAL SERVICES, INC.	--	Mar 31, 26	-50	--
INDEPENDENT FINANCIAL GROUP, LLC	--	Mar 31, 26	-1.95K	--
NOMURA ASSET MANAGEMENT CO LTD	--	Mar 31, 26	-10.37K	--
FIRST TRUST ADVISORS LP	--	Mar 31, 26	-1.46K	--
IFG Advisory, LLC	--	Mar 31, 26	-4.53K	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-1.62K	--
KM Capital Management Ltd.	--	Mar 31, 26	-3.44K	--
PICTON MAHONEY ASSET MANAGEMENT	--	Mar 31, 26	-100	--
EXCHANGE TRADED CONCEPTS, LLC	--	Mar 31, 26	-14	--
Capital Asset Advisory Services LLC	--	Mar 31, 26	-7.40K	--
1832 Asset Management L.P.	--	Mar 31, 26	-2.77K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-411	--
COMERICA BANK	7.07K	Dec 31, 25	+209	0.06%
CIBC Private Wealth Group, LLC	1.90K	Dec 31, 25	--	0.02%
Global Retirement Partners, LLC	1.17K	Dec 31, 25	-78	0.01%
MARYLAND CAPITAL ADVISORS INC.	1.00K	Dec 31, 25	--	0.01%
TRUST CO OF VERMONT	220	Dec 31, 25	--	0.00%
Nalls Sherbakoff Group, LLC	198	Dec 31, 25	--	0.00%
GPS Wealth Strategies Group, LLC	50	Dec 31, 25	-951	0.00%
SageView Advisory Group, LLC	3	Dec 31, 25	+3	0.00%
New Millennium Group LLC	--	Dec 31, 25	-16	--
PERRITT CAPITAL MANAGEMENT INC	--	Dec 31, 25	-343	--
Moloney Securities Asset Management, LLC	2.91K	Sep 30, 25	--	0.03%
Lion Street Advisors, LLC	1.83K	Sep 30, 25	+206	0.02%
Wealthstream Advisors, Inc.	1.49K	Sep 30, 25	--	0.01%
Glenmede Investment Management, LP	600	Sep 30, 25	--	0.01%
EWG Elevate Inc.	--	Sep 30, 25	-13.12K	--
Congress Wealth Management LLC / DE /	5.81K	Jun 30, 25	+283	0.05%
Better Money Decisions, LLC	3.52K	Jun 30, 25	+7	0.03%
AVANTAX ADVISORY SERVICES, INC.	3.37K	Jun 30, 25	+191	0.03%
Summit X, LLC	1.84K	Jun 30, 25	-68	0.02%
Atria Wealth Solutions, Inc.	1.72K	Jun 30, 25	+1.72K	0.02%
Centricity Wealth Management, LLC	230	Jun 30, 25	--	0.00%
Family Firm, Inc.	--	Jun 30, 25	-1.84K	--
Lindbrook Capital, LLC	33.88K	Mar 31, 25	-140	0.30%
Transform Wealth, LLC	13.46K	Mar 31, 25	+13.46K	0.12%
Sandy Spring Bank	642	Mar 31, 25	+1	0.01%
Bray Capital Advisors	20.52K	Dec 31, 24	--	0.18%
DORCHESTER WEALTH MANAGEMENT Co	1.80K	Dec 31, 24	--	0.02%
AlphaMark Advisors, LLC	535	Dec 31, 24	+1	0.00%
Householder Group Estate & Retirement Specialist, LLC	342	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	105.78K	Sep 30, 24	+14.91K	0.92%
RAYMOND JAMES & ASSOCIATES	36.53K	Sep 30, 24	-1.82K	0.32%
RAYMOND JAMES TRUST N.A.	3.55K	Sep 30, 24	--	0.03%
Family Asset Management, LLC	533	Sep 30, 24	--	0.00%
Planning Capital Management Corp	135	Sep 30, 24	--	0.00%
FinTrust Capital Advisors, LLC	85	Sep 30, 24	--	0.00%
BlackRock Inc.	51.72K	Jun 30, 24	+7	0.45%
BENJAMIN F. EDWARDS & COMPANY, INC.	2.56K	Jun 30, 24	+102	0.02%
Abbrea Capital, LLC	2.30K	Jun 30, 24	-1.10K	0.02%
EUDAIMONIA ADVISORS LLC	16.52K	Mar 31, 24	+4.67K	0.14%
Eudaimonia Partners, LLC	8.96K	Mar 31, 24	-169	0.08%
Cetera Advisors LLC	8.93K	Mar 31, 24	+2.56K	0.08%
Cetera Advisor Networks LLC	4.18K	Mar 31, 24	+283	0.04%
SUMMIT FINANCIAL GROUP, INC.	3.20K	Mar 31, 24	--	0.03%
Connectus Wealth, LLC	1.64K	Mar 31, 24	-21.97K	0.01%
NORWOOD FINANCIAL CORP	1.34K	Mar 31, 24	--	0.01%
Highlander Capital Management, LLC	550	Mar 31, 24	--	0.00%
Rainsberger Wealth Advisors, Inc.	17.91K	Dec 31, 23	-1.10K	0.16%
TELEMUS CAPITAL, LLC	7.18K	Dec 31, 23	+5.16K	0.06%
Bartlett & Co. LLC	6.22K	Dec 31, 23	-110	0.05%
Rollins Financial	4.36K	Dec 31, 23	+499	0.04%
Baystate Wealth Management LLC	282	Dec 31, 23	+166	0.00%
PROVENCE WEALTH MANAGEMENT GROUP	66	Dec 31, 23	--	0.00%
WEALTH ADVISORS, INC.	16.36K	Sep 30, 23	--	0.14%
COLONY GROUP LLC	6.26K	Sep 30, 23	--	0.05%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	4.38K	Sep 30, 23	+628	0.04%
Sutton Wealth Advisors Inc.	237	Sep 30, 23	--	0.00%
BDO Wealth Advisors, LLC	2.02K	Jun 30, 23	--	0.02%
Kalos Management, Inc.	238	Jun 30, 23	-5	0.00%
TimeScale Financial, Inc.	119	Jun 30, 23	--	0.00%
Parsec Financial Management, Inc.	4.73K	Mar 31, 23	--	0.04%
Sargent Bickham Lagudis LLC	476	Dec 31, 22	--	0.00%
Burleson & Company, LLC	385	Dec 31, 22	--	0.00%
Lehman & Derafelo Financial Resources LLC	--	Dec 31, 22	-120	--
MORGAN JESS S & CO INC	40.26K	Sep 30, 22	+112	0.35%
American Portfolios Advisors	5.06K	Sep 30, 22	-150	0.04%
Covington Capital Management	1.10K	Sep 30, 22	--	0.01%
55I, LLC	--	Sep 30, 22	-9.35K	--
CPWM, LLC	--	Sep 30, 22	-3.55K	--
Pinnacle Private Wealth, LLC	7.15K	Jun 30, 22	-770	0.06%
B. Riley Wealth Management, Inc.	2.63K	Jun 30, 22	+2.63K	0.02%
Ferris Capital, LLC	8.57K	Mar 31, 22	--	0.07%
Nauset Wealth Management. LLC	600	Mar 31, 22	+600	0.01%
Barrett Asset Management, LLC	--	Mar 31, 22	-400	--
VIVID FINANCIAL MANAGEMENT, INC.	23.83K	Dec 31, 21	+550	0.21%
Country Club Trust Company, n.a.	2.65K	Dec 31, 21	--	0.02%
Carroll Financial Associates, Inc.	427	Dec 31, 21	-12.15K	0.00%
NEXT Financial Group, Inc	355	Dec 31, 21	+70	0.00%
New England Investment & Retirement Group, Inc.	178.75K	Sep 30, 21	-2.23K	1.56%
Ameritas Investment Company, LLC	17.80K	Sep 30, 21	+1.22K	0.16%
Hochman Cole Investment Advisors, Inc.	2.77K	Sep 30, 21	--	0.02%
BEL AIR INVESTMENT ADVISORS LLC	8.00K	Jun 30, 21	+8.00K	0.07%
Pinnacle Advisory Group, Inc.	12.39K	Mar 31, 21	+3.27K	0.11%
TCF National Bank	3.71K	Mar 31, 21	+400	0.03%
Sullivan, Bruyette, Speros & Blaney, LLC	1.98K	Mar 31, 21	--	0.02%
Private Wealth Advisors, Inc.	4.69K	Dec 31, 20	+3.23K	0.04%
Partnervest Advisory Services LLC	1.49K	Sep 30, 20	+132	0.01%
First Allied Advisory Services, Inc.	1.43K	Sep 30, 20	-5.60K	0.01%
TRUEWEALTH LLC	400	Jun 30, 20	--	0.00%
Osborn Williams & Donohoe LLC	--	Mar 31, 20	-19.61K	--
Advisor Group, Inc.	21.89K	Dec 31, 19	+9.25K	0.19%
LADENBURG THALMANN FINANCIAL SERVICES INC.	6.72K	Dec 31, 19	-560	0.06%
Wealth & Pension Services Group, Inc.	1.78K	Sep 30, 19	-103	0.02%
MONROE BANK & TRUST/MI	2.25K	Jun 30, 19	-54	0.02%
CHEMICAL BANK	1.93K	Jun 30, 19	+15	0.02%
HL FINANCIAL SERVICES LLC	1.83K	Mar 31, 19	-114	0.02%
NEXT Financial Holdings	800	Mar 31, 19	+800	0.01%
Peachtree Investment Advisors, Inc.	3.74K	Dec 31, 18	-165	0.03%
Questar Asset Management, Inc.	1.84K	Dec 31, 18	+1.84K	0.02%
BREMER TRUST NATIONAL ASSOCIATION	1.28K	Dec 31, 18	+1.28K	0.01%
Watermark Asset Management, Inc.	222	Dec 31, 18	--	0.00%
RAND WEALTH, LLC	2.52K	Sep 30, 18	--	0.02%
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA	1.76K	Sep 30, 18	-241	0.02%
FNY Managed Accounts LLC	14	Mar 31, 18	+14	0.00%
GFS Private Wealth, LLC	6.19K	Dec 31, 17	+6.19K	0.05%
SII INVESTMENTS INC/WI	5.74K	Dec 31, 17	+1.00K	0.05%
Blue Granite Capital, LLC	100	Dec 31, 17	-25	0.00%
NATIONAL PLANNING CORP	--	Dec 31, 17	-7.83K	--
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-2.54K	--
GIRARD SECURITIES, INC.	7.36K	Sep 30, 17	-2.38K	0.06%
Commonwealth Equity Services, Inc	21.96K	Jun 30, 17	-3.56K	0.19%
Virtu KCG Holdings LLC	4.08K	Jun 30, 17	-1.75K	0.04%
LBA Wealth Management, LLC	2.06K	Mar 31, 17	+275	0.02%
BLACKROCK ADVISORS LLC	368.78K	Dec 31, 16	-6.28K	3.22%
BlackRock Investment Management, LLC	37.88K	Dec 31, 16	-1.61K	0.33%
MSI Financial Services Inc	14.83K	Dec 31, 16	+4.28K	0.13%
KANALY TRUST CO	827	Dec 31, 16	+827	0.01%
ADVISOR CONSULTANT NETWORK INC	3.15K	Sep 30, 16	+3.15K	0.03%
WESTPORT RESOURCES MANAGEMENT INC	--	Sep 30, 16	-125	--
SOCIETE GENERALE	19.32K	Jun 30, 16	+19.32K	0.17%
ATHERTON LANE ADVISERS, LLC	2.07K	Dec 31, 15	+2.07K	0.02%
Fusion Investment Group, LLC	--	Dec 31, 15	-141	--
MANAGED ACCOUNT ADVISORS LLC	1.47K	Jun 30, 15	+789	0.01%
Placemark Investments, Inc.	9.79K	Dec 31, 14	-297.79K	0.09%
NEW ENGLAND SECURITIES CORP /MA/	411	Dec 31, 14	+1	0.00%
UBS AG	124.51K	Sep 30, 14	+3.89K	1.09%
STIFEL NICOLAUS & CO INC \MO\	21.85K	Sep 30, 13	+10.83K	0.19%
Signator Financial Services, Inc.	77	Sep 30, 13	--	0.00%
First Allied Securities, Inc.	1.09K	Jun 30, 12	-1.66K	0.01%
NOLLENBERGER CAPITAL PARTNERS INC	223	Dec 31, 10	--	0.00%

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Holder

Date

Change

% Held

First Citizens Financial Corp

32.35K

Jun 30, 26

-435

0.28%

CX Institutional

28.67K

Jun 30, 26

+1.66K

0.25%

INSPIRION WEALTH ADVISORS, LLC

1.41K

Jun 30, 26

0.01%

HARBOR INVESTMENT ADVISORY, LLC

775

Jun 30, 26

0.01%

MORGAN STANLEY

780.29K

Mar 31, 26

-19.15K

6.81%

WELLS FARGO & COMPANY/MN

450.33K

Mar 31, 26

-11.98K

3.93%

PGIM Custom Harvest LLC

385.64K

Mar 31, 26

+53.63K

3.37%

BANK OF AMERICA CORP /DE/

362.63K

Mar 31, 26

-209.48K

3.17%

LPL Financial LLC

312.51K

Mar 31, 26

+724

2.73%

UBS Group AG

256.02K

Mar 31, 26

-16.95K

2.24%

ROYAL BANK OF CANADA

226.29K

Mar 31, 26

+14.14K

1.98%

MML INVESTORS SERVICES, LLC

214.17K

Mar 31, 26

-43.07K

1.87%

RAYMOND JAMES FINANCIAL INC

204.00K

Mar 31, 26

+16.28K

1.78%

ADVISOR GROUP HOLDINGS, INC.

101.94K

Mar 31, 26

+3.48K

0.89%

Prospera Financial Services Inc

96.39K

Mar 31, 26

-377

0.84%

AMERIPRISE FINANCIAL INC

95.53K

Mar 31, 26

-34

0.83%

Cambridge Investment Research Advisors, Inc.

94.98K

Mar 31, 26

+52.72K

0.83%

MinichMacGregor Wealth Management, LLC

83.45K

Mar 31, 26

+8.63K

0.73%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

64.98K

Mar 31, 26

-145.40K

0.57%

GOLDMAN SACHS GROUP INC

62.85K

Mar 31, 26

+6.38K

0.55%

Sanctuary Advisors, LLC

60.00K

Mar 31, 26

+9.11K

0.52%

JONES FINANCIAL COMPANIES LLLP

59.79K

Mar 31, 26

+8.46K

0.52%

Janney Montgomery Scott LLC

54.01K

Mar 31, 26

+3.88K

0.47%

HighTower Advisors, LLC

53.14K

Mar 31, 26

-5.74K

0.46%

Well Done, LLC

52.69K

Mar 31, 26

+2.87K

0.46%

Colony Group, LLC

51.37K

Mar 31, 26

+38.50K

0.45%

BNP PARIBAS ARBITRAGE, SNC

50.00K

Mar 31, 26

-50.00K

0.44%

Summit Financial Consulting LLC

47.19K

Mar 31, 26

+47.19K

0.41%

STIFEL FINANCIAL CORP

45.33K

Mar 31, 26

+626

0.40%

SOUTHERN CAPITAL ADVISORS, LLC

43.78K

Mar 31, 26

+11.60K

0.38%

Private Advisor Group, LLC

43.05K

Mar 31, 26

-1.42K

0.38%

ENVESTNET ASSET MANAGEMENT INC

42.95K

Mar 31, 26

+2.30K

0.38%

JPMORGAN CHASE & CO

42.70K

Mar 31, 26

+3.71K

0.37%

AE Wealth Management LLC

41.63K

Mar 31, 26

+40.59K

0.36%

Steward Partners Investment Advisory, LLC

38.91K

Mar 31, 26

+5.90K

0.34%

Cadent Capital Advisors, LLC

38.39K

Mar 31, 26

+1.73K

0.34%

COMMONWEALTH EQUITY SERVICES, LLC

36.94K

Mar 31, 26

+2.04K

0.32%

TRUIST FINANCIAL CORP

35.58K

Mar 31, 26

+1.69K

0.31%

Modus Advisors, LLC

34.05K

Mar 31, 26

-5.97K

0.30%

First Citizens Financial Corp

32.79K

Mar 31, 26

-313

0.29%

BlackRock, Inc.

31.90K

Mar 31, 26

+75

0.28%

KINGSWOOD WEALTH ADVISORS, LLC

31.57K

Mar 31, 26

+6.53K

0.28%

Three Seasons Wealth, LLC

31.29K

Mar 31, 26

+31.29K

0.27%

Cetera Investment Advisers

28.31K

Mar 31, 26

-27.45K

0.25%

PRINCIPAL SECURITIES, INC.

28.07K

Mar 31, 26

+1.92K

0.25%

FMR LLC

25.65K

Mar 31, 26

+3.13K

0.22%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

25.47K

Mar 31, 26

+2.12K

0.22%

Frank, Rimerman Advisors LLC

24.47K

Mar 31, 26

0.21%

Mariner, LLC

24.30K

Mar 31, 26

+913

0.21%

Atria Investments, Inc

24.02K

Mar 31, 26

+4.19K

0.21%

MAGNOLIA CAPITAL MANAGEMENT LTD

20.08K

Mar 31, 26

0.18%

Smartleaf Asset Management LLC

19.33K

Mar 31, 26

-115

0.17%

Creative Planning

19.29K

Mar 31, 26

+134

0.17%

Tudor Financial Inc.

19.21K

Mar 31, 26

-154

0.17%

Shulman DeMeo Asset Management LLC

19.04K

Mar 31, 26

-76

0.17%

Rockefeller Capital Management L.P.

18.52K

Mar 31, 26

+24

0.16%

SCS Capital Management LLC

18.06K

Mar 31, 26

-627

0.16%

Zurich Insurance Group Ltd/FI

17.36K

Mar 31, 26

0.15%

Bank of New York Mellon Corp

17.26K

Mar 31, 26

+2.60K

0.15%

Perigon Wealth Management, LLC

16.76K

Mar 31, 26

-60

0.15%

Waverly Advisors, LLC

16.59K

Mar 31, 26

-9

0.14%

CITADEL ADVISORS LLC

16.34K

Mar 31, 26

+16.34K

0.14%

Spence Asset Management

15.09K

Mar 31, 26

-1.21K

0.13%

Equitable Holdings, Inc.

14.63K

Mar 31, 26

-1.32K

0.13%

Merkkuri Wealth Advisors LLC

14.45K

Mar 31, 26

+341

0.13%

MMBG INVESTMENT ADVISORS CO.

14.33K

Mar 31, 26

-1.27K

0.13%

Castle Rock Wealth Management, LLC

14.21K

Mar 31, 26

-4.90K

0.12%

HRT FINANCIAL LP

14.07K

Mar 31, 26

+14.07K

0.12%

KKM Financial LLC

13.73K

Mar 31, 26

0.12%

Laurel Wealth Advisors LLC

13.69K

Mar 31, 26

+555

0.12%

IHT Wealth Management, LLC

13.48K

Mar 31, 26

-405

0.12%

BARTLETT & CO. WEALTH MANAGEMENT LLC

12.34K

Mar 31, 26

0.11%

Virtue Capital Management, LLC

12.18K

Mar 31, 26

-67.39K

0.11%

SCOTIA CAPITAL INC.

12.07K

Mar 31, 26

+52

0.11%

Waterloo Capital, L.P.

12.05K

Mar 31, 26

+22

0.11%

JBR Co Financial Management Inc

11.85K

Mar 31, 26

0.10%

Essex LLC

11.44K

Mar 31, 26

+198

0.10%

Snowden Capital Advisors LLC

11.43K

Mar 31, 26

-83

0.10%

Stillwater Capital Advisors, LLC

11.11K

Mar 31, 26

-938

0.10%

CITIGROUP INC

11.04K

Mar 31, 26

-13.80K

0.10%

Tower Research Capital LLC (TRC)

10.93K

Mar 31, 26

+10.93K

0.10%

DAVENPORT & Co LLC

10.72K

Mar 31, 26

-2.13K

0.09%

Quantinno Capital Management LP

10.09K

Mar 31, 26

-48

0.09%

Baird Financial Group, Inc.

9.93K

Mar 31, 26

+17

0.09%

HUNTINGTON NATIONAL BANK

9.57K

Mar 31, 26

+755

0.08%

BANK OF MONTREAL /CAN/

9.46K

Mar 31, 26

-889

0.08%

Ameritas Advisory Services, LLC

8.90K

Mar 31, 26

-164

0.08%

Ignite Planners, LLC

8.89K

Mar 31, 26

0.08%

Rollins Financial Advisors, LLC

8.85K

Mar 31, 26

+1.64K

0.08%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

8.77K

Mar 31, 26

-217

0.08%

Empirical Asset Management, LLC

8.73K

Mar 31, 26

-136

0.08%

RIK SAYLOR FINANCIAL, INC.

8.68K

Mar 31, 26

-129

0.08%

FIFTH THIRD SECURITIES, INC.

8.63K

Mar 31, 26

-468

0.08%

KENNICOTT CAPITAL MANAGEMENT LLC

8.05K

Mar 31, 26

0.07%

AQR CAPITAL MANAGEMENT LLC

7.79K

Mar 31, 26

+7.79K

0.07%

CAPTRUST FINANCIAL ADVISORS

7.68K

Mar 31, 26

0.07%

JANE STREET GROUP, LLC

7.59K

Mar 31, 26

+7.59K

0.07%

BROWN ADVISORY INC

7.36K

Mar 31, 26

0.06%

TRITONPOINT WEALTH, LLC

7.33K

Mar 31, 26

-275

0.06%

FIFTH THIRD BANCORP

7.26K

Mar 31, 26

+7.26K

0.06%

Advisory Services Network, LLC

7.24K

Mar 31, 26

+1.02K

0.06%

Clearstead Advisors, LLC

7.24K

Mar 31, 26

+400

0.06%

Nikulski Financial, Inc.

7.21K

Mar 31, 26

+2.06K

0.06%

Beacon Pointe Advisors, LLC

6.82K

Mar 31, 26

-797

0.06%

PLANNING DIRECTIONS INC

6.77K

Mar 31, 26

-169

0.06%

MERCER GLOBAL ADVISORS INC /ADV

6.76K

Mar 31, 26

-215

0.06%

Simmons Bank

6.74K

Mar 31, 26

-526

0.06%

CWM, LLC

6.65K

Mar 31, 26

+266

0.06%

Sunbelt Securities, Inc.

6.53K

Mar 31, 26

+355

0.06%

MUIRFIELD WEALTH ADVISORS LLC

6.36K

Mar 31, 26

+572

0.06%

Zhang Financial LLC

6.33K

Mar 31, 26

+4.67K

0.06%

Arkadios Wealth Advisors

6.12K

Mar 31, 26

+305

0.05%

Kestra Advisory Services, LLC

5.69K

Mar 31, 26

-870

0.05%

Qube Research & Technologies Ltd

5.69K

Mar 31, 26

+5.69K

0.05%

Allen Investment Management LLC

5.64K

Mar 31, 26

0.05%

Glenview Trust Co

5.63K

Mar 31, 26

-1.26K

0.05%

Modera Wealth Management, LLC

5.54K

Mar 31, 26

0.05%

STEPHENS INC /AR/

5.54K

Mar 31, 26

+114

0.05%

KESTRA PRIVATE WEALTH SERVICES, LLC

5.51K

Mar 31, 26

+21

0.05%

Apeiron RIA LLC

5.16K

Mar 31, 26

0.05%

D L CARLSON INVESTMENT GROUP INC

5.12K

Mar 31, 26

-331

0.04%

BCS Wealth Management

5.10K

Mar 31, 26

-5.10K

0.04%

NewEdge Advisors, LLC

5.09K

Mar 31, 26

+155

0.04%

US BANCORP \DE\

5.04K

Mar 31, 26

+683

0.04%

Coastal Bridge Advisors, LLC

4.92K

Mar 31, 26

-182

0.04%

NAVELLIER & ASSOCIATES INC

4.89K

Mar 31, 26

+4.89K

0.04%

U.S. Capital Wealth Advisors, LLC

4.85K

Mar 31, 26

+44

0.04%

Meridian Wealth Management, LLC

4.80K

Mar 31, 26

-119

0.04%

NTV ASSET MANAGEMENT LLC

4.77K

Mar 31, 26

-400

0.04%

EP Wealth Advisors, LLC

4.74K

Mar 31, 26

0.04%

FLOW TRADERS U.S. LLC

4.70K

Mar 31, 26

-1.52K

0.04%

Resources Investment Advisors, LLC.

4.70K

Mar 31, 26

0.04%

PATTEN & PATTEN INC/TN

4.51K

Mar 31, 26

+420

0.04%

Cornerstone Wealth Management, LLC

4.46K

Mar 31, 26

+31

0.04%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

4.41K

Mar 31, 26

0.04%

Sovran Advisors, LLC

4.39K

Mar 31, 26

0.04%

One Charles Private Wealth Services, LLC

4.23K

Mar 31, 26

+193

0.04%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

4.15K

Mar 31, 26

+679

0.04%

Vivaldi Capital Management LP

4.13K

Mar 31, 26

0.04%

CENTRAL VALLEY ADVISORS, LLC

4.12K

Mar 31, 26

-164

0.04%

PNC FINANCIAL SERVICES GROUP, INC.

4.09K

Mar 31, 26

-474

0.04%

Haverford Trust Co

4.00K

Mar 31, 26

0.03%

Sequoia Financial Advisors, LLC

3.99K

Mar 31, 26

+697

0.03%

CIBC WORLD MARKET INC.

3.97K

Mar 31, 26

+341

0.03%

Charter Oak Capital Management, LLC

3.92K

Mar 31, 26

-600

0.03%

CreativeOne Wealth, LLC

3.86K

Mar 31, 26

+1.39K

0.03%

Lakeshore Capital Group, Inc.

3.84K

Mar 31, 26

-50

0.03%

Cerity Partners LLC

3.82K

Mar 31, 26

-192

0.03%

Allworth Financial LP

3.70K

Mar 31, 26

-426

0.03%

Stonebridge Financial Planning Group, LLC

3.70K

Mar 31, 26

0.03%

M3 Advisory Group, LLC

3.62K

Mar 31, 26

0.03%

Noble Family Wealth, LLC

3.60K

Mar 31, 26

0.03%

NewEdge Wealth, LLC

3.54K

Mar 31, 26

+3.54K

0.03%

Merit Financial Group, LLC

3.54K

Mar 31, 26

+460

0.03%

TPG Advisors LLC

3.50K

Mar 31, 26

0.03%

Swisher Financial Concepts, Inc.

3.42K

Mar 31, 26

-360

0.03%

CI Private Wealth, LLC

3.42K

Mar 31, 26

-208

0.03%

Lifestyle Asset Management, Inc.

3.41K

Mar 31, 26

+3.41K

0.03%

Mutual Advisors, LLC

3.41K

Mar 31, 26

-646

0.03%

BLAIR WILLIAM & CO/IL

3.38K

Mar 31, 26

0.03%

Wealth Management Partners, LLC

3.32K

Mar 31, 26

0.03%

NORTHERN TRUST CORP

3.24K

Mar 31, 26

-80

0.03%

THRIVENT FINANCIAL FOR LUTHERANS

3.14K

Mar 31, 26

-2

0.03%

Ausdal Financial Partners, Inc.

3.04K

Mar 31, 26

+14

0.03%

ADELL HARRIMAN & CARPENTER INC

2.99K

Mar 31, 26

-2

0.03%

Geneos Wealth Management Inc.

2.96K

Mar 31, 26

0.03%

CITIZENS FINANCIAL GROUP INC/RI

2.92K

Mar 31, 26

0.03%

WHITTIER TRUST CO

2.81K

Mar 31, 26

0.02%

Lido Advisors, LLC

2.79K

Mar 31, 26

-2.06K

0.02%

PARAGON FINANCIAL PARTNERS, INC.

2.67K

Mar 31, 26

0.02%

Parallel Advisors, LLC

2.66K

Mar 31, 26

+350

0.02%

Cresset Asset Management, LLC

2.60K

Mar 31, 26

+796

0.02%

COMMERCE BANK

2.57K

Mar 31, 26

0.02%

Concurrent Investment Advisors, LLC

2.53K

Mar 31, 26

-22

0.02%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

2.52K

Mar 31, 26

0.02%

BAILARD, INC.

2.50K

Mar 31, 26

0.02%

Commonwealth Financial Services, LLC

2.46K

Mar 31, 26

0.02%

Royal Fund Management, LLC

2.42K

Mar 31, 26

-245

0.02%

Farther Finance Advisors, LLC

2.40K

Mar 31, 26

+450

0.02%

OPPENHEIMER & CO INC

2.39K

Mar 31, 26

-20

0.02%

KILEY JUERGENS WEALTH MANAGEMENT, LLC

2.38K

Mar 31, 26

+2.38K

0.02%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

2.37K

Mar 31, 26

0.02%

Fisher Asset Management, LLC

2.31K

Mar 31, 26

+2.31K

0.02%

SFE Investment Counsel

2.28K

Mar 31, 26

+32

0.02%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

2.22K

Mar 31, 26

-769

0.02%

Mill Creek Capital Advisors, LLC

2.20K

Mar 31, 26

0.02%

Apollon Wealth Management, LLC

2.19K

Mar 31, 26

-198

0.02%

JOHNSON INVESTMENT COUNSEL INC

2.16K

Mar 31, 26

-3.03K

0.02%

MAI Capital Management

2.14K

Mar 31, 26

0.02%

KCM INVESTMENT ADVISORS LLC

2.13K

Mar 31, 26

0.02%

GRIFFIN ASSET MANAGEMENT, INC.

2.12K

Mar 31, 26

-68

0.02%

Grey Fox Wealth Advisors, LLC

2.12K

Mar 31, 26

0.02%

Gladstone Institutional Advisory LLC

2.11K

Mar 31, 26

+141

0.02%

IMC-Chicago, LLC

2.11K

Mar 31, 26

+2.11K

0.02%

Sowell Financial Services LLC

2.10K

Mar 31, 26

0.02%

Dynasty Wealth Management, LLC

2.09K

Mar 31, 26

+319

0.02%

Chemistry Wealth Management LLC

2.05K

Mar 31, 26

0.02%

SkyView Investment Advisors, LLC

2.05K

Mar 31, 26

0.02%

Apollon Financial, LLC

2.04K

Mar 31, 26

+121

0.02%

Fundamentum, LLC

2.02K

Mar 31, 26

+317

0.02%

Dale Q Rice Investment Management Ltd

2.01K

Mar 31, 26

0.02%

Wealthspire Advisors, LLC

2.00K

Mar 31, 26

-960

0.02%

Hilltop Holdings Inc.

2.00K

Mar 31, 26

0.02%

V2 Financial group LLC

2.00K

Mar 31, 26

0.02%

SONATA CAPITAL GROUP INC

2.00K

Mar 31, 26

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

1.98K

Mar 31, 26

-262

0.02%

Samalin Investment Counsel, LLC

1.97K

Mar 31, 26

-113

0.02%

CFM WEALTH PARTNERS LLC

1.96K

Mar 31, 26

0.02%

WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC

1.95K

Mar 31, 26

0.02%

Chesapeake Wealth Management

1.94K

Mar 31, 26

-115

0.02%

Pictet North America Advisors SA

1.89K

Mar 31, 26

0.02%

UBS ASSET MANAGEMENT AMERICAS INC

1.88K

Mar 31, 26

+1.27K

0.02%

Centerline Wealth Advisors, LLC

1.80K

Mar 31, 26

+1.80K

0.02%

Fiduciary Alliance LLC

1.76K

Mar 31, 26

0.02%

TD Waterhouse Canada Inc.

1.76K

Mar 31, 26

0.02%

M&T BANK CORP

1.72K

Mar 31, 26

+1.72K

0.02%

Atlas Brown,Inc.

1.71K

Mar 31, 26

0.01%

Cardinal Point Capital Management, ULC

1.70K

Mar 31, 26

0.01%

Venture Visionary Partners LLC

1.70K

Mar 31, 26

0.01%

Buckingham Strategic Partners

1.65K

Mar 31, 26

+1.65K

0.01%

McClarren Financial Advisors, Inc.

1.65K

Mar 31, 26

+1.50K

0.01%

Connecticut Wealth Management, LLC

1.64K

Mar 31, 26

0.01%

COLDSTREAM CAPITAL MANAGEMENT INC

1.64K

Mar 31, 26

0.01%

Soltis Investment Advisors LLC

1.62K

Mar 31, 26

0.01%

Sigma Planning Corp

1.58K

Mar 31, 26

0.01%

Kovack Advisors, Inc.

1.57K

Mar 31, 26

+1.57K

0.01%

PETTYJOHN, WOOD & WHITE, INC

1.57K

Mar 31, 26

0.01%

Matthew Goff Investment Advisor, LLC

1.55K

Mar 31, 26

+1.55K

0.01%

CENTRAL TRUST Co

1.54K

Mar 31, 26

0.01%

Beaumont Financial Advisors, LLC

1.53K

Mar 31, 26

0.01%

Stratos Wealth Partners, LTD.

1.53K

Mar 31, 26

-266

0.01%

Gateway Wealth Partners, LLC

1.53K

Mar 31, 26

+1.53K

0.01%

Independent Advisor Alliance

1.51K

Mar 31, 26

+1.51K

0.01%

Summit Financial, LLC

1.50K

Mar 31, 26

+1.50K

0.01%

Millstone Evans Group, LLC

1.50K

Mar 31, 26

0.01%

PFG Advisors

1.50K

Mar 31, 26

+1.50K

0.01%

Greenspring Advisors, LLC

1.49K

Mar 31, 26

-428

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

1.49K

Mar 31, 26

+1.49K

0.01%

Integrated Wealth Concepts LLC

1.48K

Mar 31, 26

+1.48K

0.01%

Russell Investments Group, Ltd.

1.48K

Mar 31, 26

+79

0.01%

HARMONY ASSET MANAGEMENT LLC

1.43K

Mar 31, 26

-221

0.01%

HARBOUR INVESTMENTS, INC.

1.41K

Mar 31, 26

-163

0.01%

Kingsview Wealth Management, LLC

1.37K

Mar 31, 26

+1.37K

0.01%

Westside Investment Management, Inc.

1.36K

Mar 31, 26

0.01%

HFG Advisors, Inc.

1.36K

Mar 31, 26

0.01%

True Link Financial Advisors, LLC

1.35K

Mar 31, 26

0.01%

Federation des caisses Desjardins du Quebec

1.20K

Mar 31, 26

0.01%

Atlantic Edge Private Wealth Management, LLC

1.09K

Mar 31, 26

-10

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.08K

Mar 31, 26

+656

0.01%

Sound Income Strategies, LLC

1.08K

Mar 31, 26

-186

0.01%

Ancora Advisors, LLC

1.03K

Mar 31, 26

0.01%

Davis Capital Management

821

Mar 31, 26

0.01%

Abound Wealth Management

813

Mar 31, 26

0.01%

Oakworth Capital, Inc.

799

Mar 31, 26

0.01%

HARBOR INVESTMENT ADVISORY, LLC

775

Mar 31, 26

0.01%

NATIONAL BANK OF CANADA /FI/

767

Mar 31, 26

0.01%

Front Row Advisors LLC

760

Mar 31, 26

0.01%

Ashton Thomas Private Wealth, LLC

724

Mar 31, 26

+724

0.01%

SRS Capital Advisors, Inc.

710

Mar 31, 26

-1.59K

0.01%

Capital Analysts, LLC

679

Mar 31, 26

0.01%

AlphaCore Capital LLC

662

Mar 31, 26

0.01%

Atlantic Union Bankshares Corp

643

Mar 31, 26

0.01%

GLENMEDE TRUST CO NA

600

Mar 31, 26

0.01%

Founders Financial Alliance, LLC

582

Mar 31, 26

0.01%

Provenance Wealth Advisors, LLC

430

Mar 31, 26

-180

0.00%

Missouri Trust & Investment Co

400

Mar 31, 26

+400

0.00%

Cassaday & Co Wealth Management LLC

378

Mar 31, 26

+378

0.00%

Annis Gardner Whiting Capital Advisors, LLC

368

Mar 31, 26

+368

0.00%

Root Financial Partners, LLC

334

Mar 31, 26

0.00%

Redwood Park Advisors LLC

331

Mar 31, 26

0.00%

Legacy Wealth Managment, LLC/ID

300

Mar 31, 26

0.00%

Anchor Investment Management, LLC

269

Mar 31, 26

0.00%

Harbor Asset Planning, Inc.

268

Mar 31, 26

+50

0.00%

Western Wealth Management, LLC

245

Mar 31, 26

+245

0.00%

Aptus Capital Advisors, LLC

242

Mar 31, 26

-7

0.00%

WEST PACES ADVISORS INC.

240

Mar 31, 26

0.00%

Viewpoint Capital Management LLC

235

Mar 31, 26

0.00%

SITTNER & NELSON, LLC

220

Mar 31, 26

0.00%

IFP Advisors, Inc

217

Mar 31, 26

-122

0.00%

Triumph Capital Management

206

Mar 31, 26

-15

0.00%

DUNCKER STREETT & CO INC

200

Mar 31, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

200

Mar 31, 26

0.00%

Key FInancial Inc

186

Mar 31, 26

0.00%

Colonial Trust Advisors

174

Mar 31, 26

0.00%

TSFG, LLC

161

Mar 31, 26

-31

0.00%

SouthState Corp

160

Mar 31, 26

0.00%

TD Capital Management LLC

156

Mar 31, 26

+156

0.00%

Rossby Financial, LCC

145

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

123

Mar 31, 26

0.00%

Ronald Blue Trust, Inc.

100

Mar 31, 26

0.00%

NBC SECURITIES, INC.

100

Mar 31, 26

0.00%

GKV Capital Management Co., Inc.

100

Mar 31, 26

+100

0.00%

ROTHSCHILD INVESTMENT LLC

100

Mar 31, 26

0.00%

JFS WEALTH ADVISORS, LLC

Mar 31, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

Mar 31, 26

0.00%

Fortis Group Advisors, LLC

Mar 31, 26

0.00%

Bradley & Co. Private Wealth Management, LLC

Mar 31, 26

0.00%

C M BIDWELL & ASSOCIATES LTD

Mar 31, 26

0.00%

BROWN, LISLE/CUMMINGS, INC.

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

Mar 31, 26

0.00%

Dunhill Financial, LLC

Mar 31, 26

-1

0.00%

Golden State Equity Partners

Mar 31, 26

+50

0.00%

Westfuller Advisors, LLC

Mar 31, 26

0.00%

Valued Wealth Advisors LLC

Mar 31, 26

-2

0.00%

SIGNATUREFD, LLC

Mar 31, 26

+10

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

Mar 31, 26

+30

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

Mar 31, 26

+30

0.00%

Murphy & Mullick Capital Management Corp

Mar 31, 26

0.00%

Truvestments Capital LLC

Mar 31, 26

0.00%

ASSETMARK, INC

Mar 31, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

Mar 31, 26

-1

0.00%

Biondo Investment Advisors, LLC

Mar 31, 26

-6.94K

Concord Wealth Partners

Mar 31, 26

-216

Commonwealth Retirement Investments LLC

Mar 31, 26

-518

MANAGED ASSET PORTFOLIOS, LLC

Mar 31, 26

-2.34K

Berkshire Money Management, Inc.

Mar 31, 26

-2.50K

Spire Wealth Management

Mar 31, 26

-160

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-7.40K

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

Mar 31, 26

-1.58K

Newbridge Financial Services Group, Inc.

Mar 31, 26

-25

HANTZ FINANCIAL SERVICES, INC.

Mar 31, 26

-50

INDEPENDENT FINANCIAL GROUP, LLC

Mar 31, 26

-1.95K

NOMURA ASSET MANAGEMENT CO LTD

Mar 31, 26

-10.37K

FIRST TRUST ADVISORS LP

Mar 31, 26

-1.46K

IFG Advisory, LLC

Mar 31, 26

-4.53K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-1.62K

KM Capital Management Ltd.

Mar 31, 26

-3.44K

PICTON MAHONEY ASSET MANAGEMENT

Mar 31, 26

-100

EXCHANGE TRADED CONCEPTS, LLC

Mar 31, 26

-14

Capital Asset Advisory Services LLC

Mar 31, 26

-7.40K

1832 Asset Management L.P.

Mar 31, 26

-2.77K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-411

COMERICA BANK

7.07K

Dec 31, 25

+209

0.06%

CIBC Private Wealth Group, LLC

1.90K

Dec 31, 25

0.02%

Global Retirement Partners, LLC

1.17K

Dec 31, 25

-78

0.01%

MARYLAND CAPITAL ADVISORS INC.

1.00K

Dec 31, 25

0.01%

TRUST CO OF VERMONT

220

Dec 31, 25

0.00%

Nalls Sherbakoff Group, LLC

198

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-951

0.00%

SageView Advisory Group, LLC

Dec 31, 25

0.00%

New Millennium Group LLC

Dec 31, 25

-16

PERRITT CAPITAL MANAGEMENT INC

Dec 31, 25

-343

Moloney Securities Asset Management, LLC

2.91K

Sep 30, 25

0.03%

Lion Street Advisors, LLC

1.83K

Sep 30, 25

+206

0.02%

Wealthstream Advisors, Inc.

1.49K

Sep 30, 25

0.01%

Glenmede Investment Management, LP

600

Sep 30, 25

0.01%

EWG Elevate Inc.

Sep 30, 25

-13.12K

Congress Wealth Management LLC / DE /

5.81K

Jun 30, 25

+283

0.05%

Better Money Decisions, LLC

3.52K

Jun 30, 25

0.03%

AVANTAX ADVISORY SERVICES, INC.

3.37K

Jun 30, 25

+191

0.03%

Summit X, LLC

1.84K

Jun 30, 25

-68

0.02%

Atria Wealth Solutions, Inc.

1.72K

Jun 30, 25

+1.72K

0.02%

Centricity Wealth Management, LLC

230

Jun 30, 25

0.00%

Family Firm, Inc.

Jun 30, 25

-1.84K

Lindbrook Capital, LLC

33.88K

Mar 31, 25

-140

0.30%

Transform Wealth, LLC

13.46K

Mar 31, 25

+13.46K

0.12%

Sandy Spring Bank

642

Mar 31, 25

0.01%

Bray Capital Advisors

20.52K

Dec 31, 24

0.18%

DORCHESTER WEALTH MANAGEMENT Co

1.80K

Dec 31, 24

0.02%

AlphaMark Advisors, LLC

535

Dec 31, 24

0.00%

Householder Group Estate & Retirement Specialist, LLC

342

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

105.78K

Sep 30, 24

+14.91K

0.92%

RAYMOND JAMES & ASSOCIATES

36.53K

Sep 30, 24

-1.82K

0.32%

RAYMOND JAMES TRUST N.A.

3.55K

Sep 30, 24

0.03%

Family Asset Management, LLC

533

Sep 30, 24

0.00%

Planning Capital Management Corp

135

Sep 30, 24

0.00%

FinTrust Capital Advisors, LLC

Sep 30, 24

0.00%

BlackRock Inc.

51.72K

Jun 30, 24

0.45%

BENJAMIN F. EDWARDS & COMPANY, INC.

2.56K

Jun 30, 24

+102

0.02%

Abbrea Capital, LLC

2.30K

Jun 30, 24

-1.10K

0.02%

EUDAIMONIA ADVISORS LLC

16.52K

Mar 31, 24

+4.67K

0.14%

Eudaimonia Partners, LLC

8.96K

Mar 31, 24

-169

0.08%

Cetera Advisors LLC

8.93K

Mar 31, 24

+2.56K

0.08%

Cetera Advisor Networks LLC

4.18K

Mar 31, 24

+283

0.04%

SUMMIT FINANCIAL GROUP, INC.

3.20K

Mar 31, 24

0.03%

Connectus Wealth, LLC

1.64K

Mar 31, 24

-21.97K

0.01%

NORWOOD FINANCIAL CORP

1.34K

Mar 31, 24

0.01%

Highlander Capital Management, LLC

550

Mar 31, 24

0.00%

Rainsberger Wealth Advisors, Inc.

17.91K

Dec 31, 23

-1.10K

0.16%

TELEMUS CAPITAL, LLC

7.18K

Dec 31, 23

+5.16K

0.06%

Bartlett & Co. LLC

6.22K

Dec 31, 23

-110

0.05%

Rollins Financial

4.36K

Dec 31, 23

+499

0.04%

Baystate Wealth Management LLC

282

Dec 31, 23

+166

0.00%

PROVENCE WEALTH MANAGEMENT GROUP

Dec 31, 23

0.00%

WEALTH ADVISORS, INC.

16.36K

Sep 30, 23

0.14%

COLONY GROUP LLC

6.26K

Sep 30, 23

0.05%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

4.38K

Sep 30, 23

+628

0.04%

Sutton Wealth Advisors Inc.

237

Sep 30, 23

0.00%

BDO Wealth Advisors, LLC

2.02K

Jun 30, 23

0.02%

Kalos Management, Inc.

238

Jun 30, 23

-5

0.00%

TimeScale Financial, Inc.

119

Jun 30, 23

0.00%

Parsec Financial Management, Inc.

4.73K

Mar 31, 23

0.04%

Sargent Bickham Lagudis LLC

476

Dec 31, 22

0.00%

Burleson & Company, LLC

385

Dec 31, 22

0.00%

Lehman & Derafelo Financial Resources LLC

Dec 31, 22

-120

MORGAN JESS S & CO INC

40.26K

Sep 30, 22

+112

0.35%

American Portfolios Advisors

5.06K

Sep 30, 22

-150

0.04%

Covington Capital Management

1.10K

Sep 30, 22

0.01%

55I, LLC

Sep 30, 22

-9.35K

CPWM, LLC

Sep 30, 22

-3.55K

Pinnacle Private Wealth, LLC

7.15K

Jun 30, 22

-770

0.06%

B. Riley Wealth Management, Inc.

2.63K

Jun 30, 22

+2.63K

0.02%

Ferris Capital, LLC

8.57K

Mar 31, 22

0.07%

Nauset Wealth Management. LLC

600

Mar 31, 22

+600

0.01%

Barrett Asset Management, LLC

Mar 31, 22

-400

VIVID FINANCIAL MANAGEMENT, INC.

23.83K

Dec 31, 21

+550

0.21%

Country Club Trust Company, n.a.

2.65K

Dec 31, 21

0.02%

Carroll Financial Associates, Inc.

427

Dec 31, 21

-12.15K

0.00%

NEXT Financial Group, Inc

355

Dec 31, 21

+70

0.00%

New England Investment & Retirement Group, Inc.

178.75K

Sep 30, 21

-2.23K

1.56%

Ameritas Investment Company, LLC

17.80K

Sep 30, 21

+1.22K

0.16%

Hochman Cole Investment Advisors, Inc.

2.77K

Sep 30, 21

0.02%

BEL AIR INVESTMENT ADVISORS LLC

8.00K

Jun 30, 21

+8.00K

0.07%

Pinnacle Advisory Group, Inc.

12.39K

Mar 31, 21

+3.27K

0.11%

TCF National Bank

3.71K

Mar 31, 21

+400

0.03%

Sullivan, Bruyette, Speros & Blaney, LLC

1.98K

Mar 31, 21

0.02%

Private Wealth Advisors, Inc.

4.69K

Dec 31, 20

+3.23K

0.04%

Partnervest Advisory Services LLC

1.49K

Sep 30, 20

+132

0.01%

First Allied Advisory Services, Inc.

1.43K

Sep 30, 20

-5.60K

0.01%

TRUEWEALTH LLC

400

Jun 30, 20

0.00%

Osborn Williams & Donohoe LLC

Mar 31, 20

-19.61K

Advisor Group, Inc.

21.89K

Dec 31, 19

+9.25K

0.19%

LADENBURG THALMANN FINANCIAL SERVICES INC.

6.72K

Dec 31, 19

-560

0.06%

Wealth & Pension Services Group, Inc.

1.78K

Sep 30, 19

-103

0.02%

MONROE BANK & TRUST/MI

2.25K

Jun 30, 19

-54

0.02%

CHEMICAL BANK

1.93K

Jun 30, 19

+15

0.02%

HL FINANCIAL SERVICES LLC

1.83K

Mar 31, 19

-114

0.02%

NEXT Financial Holdings

800

Mar 31, 19

+800

0.01%

Peachtree Investment Advisors, Inc.

3.74K

Dec 31, 18

-165

0.03%

Questar Asset Management, Inc.

1.84K

Dec 31, 18

+1.84K

0.02%

BREMER TRUST NATIONAL ASSOCIATION

1.28K

Dec 31, 18

+1.28K

0.01%

Watermark Asset Management, Inc.

222

Dec 31, 18

0.00%

RAND WEALTH, LLC

2.52K

Sep 30, 18

0.02%

ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA

1.76K

Sep 30, 18

-241

0.02%

FNY Managed Accounts LLC

Mar 31, 18

+14

0.00%

GFS Private Wealth, LLC

6.19K

Dec 31, 17

+6.19K

0.05%

SII INVESTMENTS INC/WI

5.74K

Dec 31, 17

+1.00K

0.05%

Blue Granite Capital, LLC

100

Dec 31, 17

-25

0.00%

NATIONAL PLANNING CORP

Dec 31, 17

-7.83K

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-2.54K

GIRARD SECURITIES, INC.

7.36K

Sep 30, 17

-2.38K

0.06%

Commonwealth Equity Services, Inc

21.96K

Jun 30, 17

-3.56K

0.19%

Virtu KCG Holdings LLC

4.08K

Jun 30, 17

-1.75K

0.04%

LBA Wealth Management, LLC

2.06K

Mar 31, 17

+275

0.02%

BLACKROCK ADVISORS LLC

368.78K

Dec 31, 16

-6.28K

3.22%

BlackRock Investment Management, LLC

37.88K

Dec 31, 16

-1.61K

0.33%

MSI Financial Services Inc

14.83K

Dec 31, 16

+4.28K

0.13%

KANALY TRUST CO

827

Dec 31, 16

+827

0.01%

ADVISOR CONSULTANT NETWORK INC

3.15K

Sep 30, 16

+3.15K

0.03%

WESTPORT RESOURCES MANAGEMENT INC

Sep 30, 16

-125

SOCIETE GENERALE

19.32K

Jun 30, 16

+19.32K

0.17%

ATHERTON LANE ADVISERS, LLC

2.07K

Dec 31, 15

+2.07K

0.02%

Fusion Investment Group, LLC

Dec 31, 15

-141

MANAGED ACCOUNT ADVISORS LLC

1.47K

Jun 30, 15

+789

0.01%

Placemark Investments, Inc.

9.79K

Dec 31, 14

-297.79K

0.09%

NEW ENGLAND SECURITIES CORP /MA/

411

Dec 31, 14

0.00%

UBS AG

124.51K

Sep 30, 14

+3.89K

1.09%

STIFEL NICOLAUS & CO INC \MO\

21.85K

Sep 30, 13

+10.83K

0.19%

Signator Financial Services, Inc.

Sep 30, 13

0.00%

First Allied Securities, Inc.

1.09K

Jun 30, 12

-1.66K

0.01%

NOLLENBERGER CAPITAL PARTNERS INC

223

Dec 31, 10

0.00%