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Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| First Citizens Financial Corp | 38.01K | Sep 30, 26 | -146 | 0.20% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 5.88K | Sep 30, 26 | -- | 0.03% |
| CX Institutional | 444 | Sep 30, 26 | +6 | 0.00% |
| Olistico Wealth, LLC | 120 | Sep 30, 26 | -- | 0.00% |
| Dynasty Wealth Management, LLC | 1.74M | Jun 30, 26 | -388.34K | 9.18% |
| JPMORGAN CHASE & CO | 989.73K | Jun 30, 26 | -143.71K | 5.22% |
| LPL Financial LLC | 819.27K | Jun 30, 26 | -40.16K | 4.32% |
| SAGESPRING WEALTH PARTNERS, LLC | 779.21K | Jun 30, 26 | -121.44K | 4.11% |
| OpenArc Corporate Advisory, LLC | 757.17K | Jun 30, 26 | -232.76K | 4.00% |
| MORGAN STANLEY | 684.76K | Jun 30, 26 | -3.56K | 3.61% |
| BANK OF AMERICA CORP /DE/ | 559.88K | Jun 30, 26 | -18.19K | 2.95% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 472.87K | Jun 30, 26 | +6.10K | 2.50% |
| UBS Group AG | 365.21K | Jun 30, 26 | -10.84K | 1.93% |
| PGIM Custom Harvest LLC | 308.55K | Jun 30, 26 | -10.48K | 1.63% |
| ROYAL BANK OF CANADA | 270.69K | Jun 30, 26 | -41.76K | 1.43% |
| BNP PARIBAS ARBITRAGE, SNC | 251.36K | Jun 30, 26 | -149.66K | 1.33% |
| WELLS FARGO & COMPANY/MN | 242.44K | Jun 30, 26 | -12.07K | 1.28% |
| RAYMOND JAMES FINANCIAL INC | 217.10K | Jun 30, 26 | -39.18K | 1.15% |
| GOLDMAN SACHS GROUP INC | 216.40K | Jun 30, 26 | -40.36K | 1.14% |
| Steward Partners Investment Advisory, LLC | 214.28K | Jun 30, 26 | -341.39K | 1.13% |
| Cetera Investment Advisers | 211.88K | Jun 30, 26 | -2.23K | 1.12% |
| ADVISOR GROUP HOLDINGS, INC. | 205.81K | Jun 30, 26 | +24.32K | 1.09% |
| AMERIPRISE FINANCIAL INC | 186.83K | Jun 30, 26 | -398.19K | 0.99% |
| Cambridge Investment Research Advisors, Inc. | 174.80K | Jun 30, 26 | -431 | 0.92% |
| CIBC WORLD MARKET INC. | 141.61K | Jun 30, 26 | +9.66K | 0.75% |
| COMMONWEALTH EQUITY SERVICES, LLC | 136.57K | Jun 30, 26 | -4.81K | 0.72% |
| MGO ONE SEVEN LLC | 118.32K | Jun 30, 26 | +14.43K | 0.62% |
| Key Client Fiduciary Advisors, LLC | 117.02K | Jun 30, 26 | -9.50K | 0.62% |
| STIFEL FINANCIAL CORP | 113.67K | Jun 30, 26 | +95.99K | 0.60% |
| Zurich Insurance Group Ltd/FI | 102.65K | Jun 30, 26 | +34.20K | 0.54% |
| WealthSpring Partners, LLC | 100.37K | Jun 30, 26 | +1.71K | 0.53% |
| UNIQUE WEALTH, LLC | 94.31K | Jun 30, 26 | +1.45K | 0.50% |
| ENVESTNET ASSET MANAGEMENT INC | 79.19K | Jun 30, 26 | +24.94K | 0.42% |
| PRINCIPAL SECURITIES, INC. | 66.58K | Jun 30, 26 | +35.05K | 0.35% |
| JONES FINANCIAL COMPANIES LLLP | 65.42K | Jun 30, 26 | +4.15K | 0.35% |
| Aspen Wealth Strategies, LLC | 50.01K | Jun 30, 26 | +576 | 0.26% |
| MML INVESTORS SERVICES, LLC | 45.52K | Jun 30, 26 | +3.32K | 0.24% |
| Centerline Wealth Advisors, LLC | 45.38K | Jun 30, 26 | -18.58K | 0.24% |
| NewEdge Advisors, LLC | 40.17K | Jun 30, 26 | -6.38K | 0.21% |
| Conservest Capital Advisors, Inc. | 36.53K | Jun 30, 26 | -719 | 0.19% |
| Sanctuary Advisors, LLC | 35.94K | Jun 30, 26 | +5.66K | 0.19% |
| THRIVENT FINANCIAL FOR LUTHERANS | 34.90K | Jun 30, 26 | -902 | 0.18% |
| MONEY CONCEPTS CAPITAL CORP | 34.83K | Jun 30, 26 | -383 | 0.18% |
| Storen Legacy Partners, LLC | 33.83K | Jun 30, 26 | -9.77K | 0.18% |
| XTX Topco Ltd | 33.19K | Jun 30, 26 | +6.59K | 0.18% |
| AssuredPartners Investment Advisors, LLC | 30.18K | Jun 30, 26 | +14.28K | 0.16% |
| Consolidated Investment Group LLC | 27.90K | Jun 30, 26 | -- | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27.16K | Jun 30, 26 | -12.23K | 0.14% |
| WealthCare Investment Partners, LLC | 26.36K | Jun 30, 26 | -4.44K | 0.14% |
| Colony Group, LLC | 26.28K | Jun 30, 26 | +7.27K | 0.14% |
| CITADEL ADVISORS LLC | 25.80K | Jun 30, 26 | +5.19K | 0.14% |
| Kestra Advisory Services, LLC | 25.34K | Jun 30, 26 | -3.98K | 0.13% |
| Matthew Goff Investment Advisor, LLC | 25.06K | Jun 30, 26 | -952 | 0.13% |
| PENOBSCOT WEALTH MANAGEMENT | 24.15K | Jun 30, 26 | +570 | 0.13% |
| SFI Advisors, LLC | 23.83K | Jun 30, 26 | -562 | 0.13% |
| Wall Street Financial Group, Inc. | 23.12K | Jun 30, 26 | +1.05K | 0.12% |
| R2 Capital Strategies, LLC | 22.43K | Jun 30, 26 | +22.43K | 0.12% |
| B. Riley Wealth Advisors, Inc. | 22.39K | Jun 30, 26 | +658 | 0.12% |
| Hilltop Holdings Inc. | 21.14K | Jun 30, 26 | +5.69K | 0.11% |
| S&A Financial Services, Inc. | 20.17K | Jun 30, 26 | -710 | 0.11% |
| Janney Montgomery Scott LLC | 19.43K | Jun 30, 26 | -1.05K | 0.10% |
| CAPTRUST FINANCIAL ADVISORS | 19.33K | Jun 30, 26 | +10.61K | 0.10% |
| Geneos Wealth Management Inc. | 19.16K | Jun 30, 26 | -925 | 0.10% |
| Comprehensive Wealth Management, LLC | 19.07K | Jun 30, 26 | +722 | 0.10% |
| Waterloo Capital, L.P. | 18.73K | Jun 30, 26 | +105 | 0.10% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 18.46K | Jun 30, 26 | -455 | 0.10% |
| Mariner, LLC | 18.18K | Jun 30, 26 | +2.65K | 0.10% |
| Smartleaf Asset Management LLC | 18.17K | Jun 30, 26 | -- | 0.10% |
| Sovran Advisors, LLC | 17.51K | Jun 30, 26 | +330 | 0.09% |
| Signal Advisors Wealth, LLC | 16.89K | Jun 30, 26 | +4.78K | 0.09% |
| LIBERTY WEALTH MANAGEMENT LLC | 15.77K | Jun 30, 26 | -- | 0.08% |
| Concurrent Investment Advisors, LLC | 15.23K | Jun 30, 26 | +5.14K | 0.08% |
| Equitable Holdings, Inc. | 14.72K | Jun 30, 26 | -1.40K | 0.08% |
| Stonebridge Financial Planning Group, LLC | 14.71K | Jun 30, 26 | -1.15K | 0.08% |
| IHT Wealth Management, LLC | 14.32K | Jun 30, 26 | -887 | 0.08% |
| FMR LLC | 14.27K | Jun 30, 26 | -209 | 0.08% |
| Merit Financial Group, LLC | 14.10K | Jun 30, 26 | -342 | 0.07% |
| Cyndeo Wealth Partners, LLC | 13.73K | Jun 30, 26 | -2.68K | 0.07% |
| FRANKLIN RESOURCES INC | 13.71K | Jun 30, 26 | +990 | 0.07% |
| Counterweight Ventures, LLC | 13.31K | Jun 30, 26 | -165 | 0.07% |
| Asset One Wealth Management LLC | 13.27K | Jun 30, 26 | +533 | 0.07% |
| FIFTH THIRD BANCORP | 13.22K | Jun 30, 26 | +230 | 0.07% |
| Mutual Advisors, LLC | 13.14K | Jun 30, 26 | +656 | 0.07% |
| HighTower Advisors, LLC | 12.87K | Jun 30, 26 | -789 | 0.07% |
| MAI Capital Management | 12.57K | Jun 30, 26 | +5.15K | 0.07% |
| BESSEMER GROUP INC | 12.52K | Jun 30, 26 | -- | 0.07% |
| D. E. Shaw & Co., Inc. | 12.30K | Jun 30, 26 | -18.47K | 0.06% |
| NTV ASSET MANAGEMENT LLC | 11.97K | Jun 30, 26 | -5.62K | 0.06% |
| Arkadios Wealth Advisors | 11.82K | Jun 30, 26 | +723 | 0.06% |
| CI Private Wealth, LLC | 11.79K | Jun 30, 26 | -1.94K | 0.06% |
| Rockefeller Capital Management L.P. | 11.58K | Jun 30, 26 | +99 | 0.06% |
| Simmons Bank | 11.46K | Jun 30, 26 | -67 | 0.06% |
| Atria Investments, Inc | 11.42K | Jun 30, 26 | -822 | 0.06% |
| Stone Wealth Partners | 11.25K | Jun 30, 26 | -1.23K | 0.06% |
| Lakeshore Capital Group, Inc. | 11.11K | Jun 30, 26 | -2 | 0.06% |
| Creative Planning | 10.77K | Jun 30, 26 | -40 | 0.06% |
| Stillwater Capital Advisors, LLC | 10.61K | Jun 30, 26 | -13 | 0.06% |
| BROWN ADVISORY INC | 10.56K | Jun 30, 26 | -930 | 0.06% |
| Essex LLC | 10.48K | Jun 30, 26 | -853 | 0.06% |
| Bank of New York Mellon Corp | 10.32K | Jun 30, 26 | +631 | 0.05% |
| CacheTech Inc. | 9.76K | Jun 30, 26 | -4.04K | 0.05% |
| Adams Wealth Management | 9.76K | Jun 30, 26 | -4.04K | 0.05% |
| MONECO Advisors, LLC | 9.76K | Jun 30, 26 | -213 | 0.05% |
| BANK OF MONTREAL /CAN/ | 9.73K | Jun 30, 26 | -887 | 0.05% |
| Prospera Financial Services Inc | 9.46K | Jun 30, 26 | +104 | 0.05% |
| HighPoint Advisor Group LLC | 9.04K | Jun 30, 26 | -555 | 0.05% |
| BCS Wealth Management | 9.00K | Jun 30, 26 | -- | 0.05% |
| PARTNERS WEALTH MANAGEMENT, LLC | 8.89K | Jun 30, 26 | +435 | 0.05% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 8.76K | Jun 30, 26 | -2.32K | 0.05% |
| Advisory Services Network, LLC | 8.42K | Jun 30, 26 | +5.87K | 0.04% |
| DAVENPORT & Co LLC | 8.06K | Jun 30, 26 | -2 | 0.04% |
| Coastal Bridge Advisors, LLC | 8.04K | Jun 30, 26 | -- | 0.04% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 7.96K | Jun 30, 26 | +1.03K | 0.04% |
| Private Advisor Group, LLC | 7.83K | Jun 30, 26 | -21.56K | 0.04% |
| Perigon Wealth Management, LLC | 7.82K | Jun 30, 26 | -- | 0.04% |
| Ameritas Advisory Services, LLC | 7.77K | Jun 30, 26 | +3.36K | 0.04% |
| NORTHERN TRUST CORP | 7.62K | Jun 30, 26 | +2.35K | 0.04% |
| TRUIST FINANCIAL CORP | 7.40K | Jun 30, 26 | -1.28K | 0.04% |
| New Insight Wealth Advisors | 7.27K | Jun 30, 26 | -1.88K | 0.04% |
| HUNTINGTON NATIONAL BANK | 7.24K | Jun 30, 26 | -500 | 0.04% |
| Bellwether Advisors, LLC | 7.23K | Jun 30, 26 | -227 | 0.04% |
| BLAIR WILLIAM & CO/IL | 7.07K | Jun 30, 26 | +14 | 0.04% |
| Blankinship & Foster, LLC | 6.93K | Jun 30, 26 | +29 | 0.04% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 6.85K | Jun 30, 26 | +779 | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 6.61K | Jun 30, 26 | +6.61K | 0.03% |
| PACIFIC SUN FINANCIAL CORP | 6.51K | Jun 30, 26 | +100 | 0.03% |
| Global Retirement Partners, LLC | 6.32K | Jun 30, 26 | +6.32K | 0.03% |
| HARBOUR INVESTMENTS, INC. | 6.31K | Jun 30, 26 | +457 | 0.03% |
| Tower Research Capital LLC (TRC) | 6.18K | Jun 30, 26 | -24.73K | 0.03% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 6.05K | Jun 30, 26 | +692 | 0.03% |
| Quotient Wealth Partners, LLC | 5.92K | Jun 30, 26 | -164 | 0.03% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 5.88K | Jun 30, 26 | -400 | 0.03% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 5.74K | Jun 30, 26 | -17 | 0.03% |
| Accel Wealth Management | 5.70K | Jun 30, 26 | -769 | 0.03% |
| RETIREMENT PLANNING GROUP, LLC / NY | 5.68K | Jun 30, 26 | +10 | 0.03% |
| SEI INVESTMENTS CO | 5.60K | Jun 30, 26 | +1.85K | 0.03% |
| Glenview Trust Co | 5.59K | Jun 30, 26 | -1.13K | 0.03% |
| SRS Capital Advisors, Inc. | 5.55K | Jun 30, 26 | +4.87K | 0.03% |
| Nova Wealth Management, Inc. | 5.53K | Jun 30, 26 | +34 | 0.03% |
| Belpointe Asset Management LLC | 5.26K | Jun 30, 26 | +5.26K | 0.03% |
| Quantinno Capital Management LP | 5.25K | Jun 30, 26 | -365 | 0.03% |
| Brookstone Capital Management | 5.18K | Jun 30, 26 | -467 | 0.03% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 5.05K | Jun 30, 26 | +308 | 0.03% |
| GREENLEAF TRUST | 4.98K | Jun 30, 26 | -- | 0.03% |
| Beacon Financial Advisory LLC | 4.90K | Jun 30, 26 | +367 | 0.03% |
| Traveka Wealth, LLC | 4.88K | Jun 30, 26 | +564 | 0.03% |
| GARRISON POINT ADVISORS, LLC | 4.88K | Jun 30, 26 | -- | 0.03% |
| PUREfi Wealth, LLC | 4.86K | Jun 30, 26 | +375 | 0.03% |
| Graves Light Lenhart Wealth, Inc. | 4.85K | Jun 30, 26 | -- | 0.03% |
| Beacon Pointe Advisors, LLC | 4.73K | Jun 30, 26 | +720 | 0.02% |
| Retirement Planning Group | 4.65K | Jun 30, 26 | +19 | 0.02% |
| Novak & Powell Financial Services, Inc. | 4.56K | Jun 30, 26 | +1.16K | 0.02% |
| Odyssey Capital Advisors, Inc. | 4.52K | Jun 30, 26 | +2 | 0.02% |
| Targeted Financial Services LLC | 4.48K | Jun 30, 26 | -6 | 0.02% |
| Symphony Financial Services, Inc. | 4.42K | Jun 30, 26 | -170 | 0.02% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4.38K | Jun 30, 26 | -1.13K | 0.02% |
| CoreCap Advisors, LLC | 4.33K | Jun 30, 26 | +287 | 0.02% |
| Cordatus Wealth Management LLC | 4.23K | Jun 30, 26 | -- | 0.02% |
| Y-Intercept (Hong Kong) Ltd | 4.22K | Jun 30, 26 | +4.22K | 0.02% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 4.20K | Jun 30, 26 | -956 | 0.02% |
| NATIONAL BANK OF CANADA /FI/ | 4.17K | Jun 30, 26 | -- | 0.02% |
| Fundamentum, LLC | 4.08K | Jun 30, 26 | +559 | 0.02% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 4.05K | Jun 30, 26 | -1.66K | 0.02% |
| Cerity Partners LLC | 3.99K | Jun 30, 26 | -351 | 0.02% |
| Atlas Private Wealth Advisors | 3.95K | Jun 30, 26 | -701 | 0.02% |
| TritonPoint Partners, LLC | 3.91K | Jun 30, 26 | -362 | 0.02% |
| Fairvoy Private Wealth, LLC | 3.90K | Jun 30, 26 | -347 | 0.02% |
| SONATA CAPITAL GROUP INC | 3.72K | Jun 30, 26 | -400 | 0.02% |
| SCOTIA CAPITAL INC. | 3.70K | Jun 30, 26 | -- | 0.02% |
| V2 Financial group LLC | 3.60K | Jun 30, 26 | -- | 0.02% |
| PATTEN & PATTEN INC/TN | 3.56K | Jun 30, 26 | -- | 0.02% |
| COMPASS FINANCIAL MANAGEMENT LLC | 3.53K | Jun 30, 26 | +3.53K | 0.02% |
| Apollon Wealth Management, LLC | 3.51K | Jun 30, 26 | -- | 0.02% |
| Cassaday & Co Wealth Management LLC | 3.50K | Jun 30, 26 | -- | 0.02% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 3.47K | Jun 30, 26 | +200 | 0.02% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3.36K | Jun 30, 26 | -242 | 0.02% |
| BAILARD, INC. | 3.35K | Jun 30, 26 | -283 | 0.02% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 3.33K | Jun 30, 26 | +3.33K | 0.02% |
| Commonwealth Retirement Investments LLC | 3.31K | Jun 30, 26 | -231 | 0.02% |
| High Point Wealth Management, LLC | 3.31K | Jun 30, 26 | +12 | 0.02% |
| Diversified Enterprises, LLC | 3.30K | Jun 30, 26 | +2 | 0.02% |
| Farther Finance Advisors, LLC | 3.22K | Jun 30, 26 | +124 | 0.02% |
| One Charles Private Wealth Services, LLC | 3.21K | Jun 30, 26 | -611 | 0.02% |
| Gladstone Institutional Advisory LLC | 3.17K | Jun 30, 26 | +15 | 0.02% |
| Stronghold Wealth Management L.L.C. | 3.15K | Jun 30, 26 | -45 | 0.02% |
| Milestone Asset Management Group, LLC | 3.10K | Jun 30, 26 | -206 | 0.02% |
| Sigma Planning Corp | 3.05K | Jun 30, 26 | -16 | 0.02% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 3.03K | Jun 30, 26 | +3.03K | 0.02% |
| DELTA CAPITAL MANAGEMENT LLC | 3.00K | Jun 30, 26 | -- | 0.02% |
| Center for Wealth Management Advisory | 2.98K | Jun 30, 26 | -- | 0.02% |
| INDEPENDENT FINANCIAL GROUP, LLC | 2.96K | Jun 30, 26 | +2 | 0.02% |
| REDW Wealth LLC | 2.90K | Jun 30, 26 | +17 | 0.02% |
| KENNEDY INVESTMENT GROUP | 2.90K | Jun 30, 26 | -124 | 0.02% |
| United Advisor Group, LLC | 2.81K | Jun 30, 26 | +2.81K | 0.01% |
| J.W. COLE ADVISORS, INC. | 2.77K | Jun 30, 26 | +2.77K | 0.01% |
| IFP Advisors, Inc | 2.77K | Jun 30, 26 | -16 | 0.01% |
| IFG Advisory, LLC | 2.37K | Jun 30, 26 | +2.37K | 0.01% |
| ADIRONDACK TRUST CO | 2.28K | Jun 30, 26 | -365 | 0.01% |
| CITIGROUP INC | 2.26K | Jun 30, 26 | +104 | 0.01% |
| MONTAG A & ASSOCIATES INC | 2.25K | Jun 30, 26 | -- | 0.01% |
| Johnson Financial Group, Inc. | 2.10K | Jun 30, 26 | -- | 0.01% |
| Clearstead Advisors, LLC | 2.02K | Jun 30, 26 | +11 | 0.01% |
| Allworth Financial LP | 2.00K | Jun 30, 26 | -573 | 0.01% |
| Integrated Wealth Concepts LLC | 1.88K | Jun 30, 26 | +1.88K | 0.01% |
| BAYBAN | 1.75K | Jun 30, 26 | -- | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.71K | Jun 30, 26 | +7 | 0.01% |
| STEPH & CO | 1.53K | Jun 30, 26 | -- | 0.01% |
| EP Wealth Advisors, LLC | 1.41K | Jun 30, 26 | +1.41K | 0.01% |
| Capital Investment Advisory Services, LLC | 1.37K | Jun 30, 26 | +500 | 0.01% |
| Private Wealth Asset Management, LLC | 1.34K | Jun 30, 26 | -- | 0.01% |
| Archer Investment Corp | 1.34K | Jun 30, 26 | +2 | 0.01% |
| HAZLETT, BURT & WATSON, INC. | 1.26K | Jun 30, 26 | -- | 0.01% |
| Medallion Wealth Advisors, LLC | 1.17K | Jun 30, 26 | -- | 0.01% |
| PURSUIT WEALTH STRATEGIES, LLC | 1.16K | Jun 30, 26 | +3 | 0.01% |
| Spire Wealth Management | 1.13K | Jun 30, 26 | -- | 0.01% |
| Atlantic Edge Private Wealth Management, LLC | 1.11K | Jun 30, 26 | -- | 0.01% |
| Quest 10 Wealth Builders, Inc. | 1.02K | Jun 30, 26 | -- | 0.01% |
| Forum Finance Group S.A. | 1.02K | Jun 30, 26 | -- | 0.01% |
| Atlantic Union Bankshares Corp | 960 | Jun 30, 26 | -140 | 0.01% |
| Caitlin John, LLC | 891 | Jun 30, 26 | -- | 0.00% |
| N.E.W. Advisory Services LLC | 890 | Jun 30, 26 | -2 | 0.00% |
| Signature Resources Capital Management, LLC | 834 | Jun 30, 26 | +834 | 0.00% |
| Ball & Co Wealth Management Inc. | 823 | Jun 30, 26 | +365 | 0.00% |
| Davis Capital Management | 732 | Jun 30, 26 | -- | 0.00% |
| Ashton Thomas Private Wealth, LLC | 705 | Jun 30, 26 | -362 | 0.00% |
| Parallel Advisors, LLC | 690 | Jun 30, 26 | +531 | 0.00% |
| SYM FINANCIAL Corp | 686 | Jun 30, 26 | +4 | 0.00% |
| FIRST HORIZON CORP | 627 | Jun 30, 26 | -- | 0.00% |
| BlackRock, Inc. | 600 | Jun 30, 26 | -- | 0.00% |
| SOA Wealth Advisors, LLC. | 592 | Jun 30, 26 | +3 | 0.00% |
| TD Waterhouse Canada Inc. | 552 | Jun 30, 26 | -- | 0.00% |
| Glass Jacobson Investment Advisors llc | 532 | Jun 30, 26 | +1 | 0.00% |
| Physician Wealth Advisors, Inc. | 494 | Jun 30, 26 | +1 | 0.00% |
| NBC SECURITIES, INC. | 475 | Jun 30, 26 | -- | 0.00% |
| Highland Investment Advisors LLC | 465 | Jun 30, 26 | +465 | 0.00% |
| ASSETMARK, INC | 462 | Jun 30, 26 | -- | 0.00% |
| SouthState Corp | 450 | Jun 30, 26 | -- | 0.00% |
| Colonial Trust Co / SC | 450 | Jun 30, 26 | -- | 0.00% |
| Manchester Capital Management LLC | 441 | Jun 30, 26 | -- | 0.00% |
| Ancora Advisors, LLC | 420 | Jun 30, 26 | -- | 0.00% |
| Bangor Savings Bank | 408 | Jun 30, 26 | -- | 0.00% |
| Parkside Financial Bank & Trust | 406 | Jun 30, 26 | -- | 0.00% |
| Federation des caisses Desjardins du Quebec | 390 | Jun 30, 26 | -- | 0.00% |
| Financial Life Planners | 365 | Jun 30, 26 | +2 | 0.00% |
| Key Capital Management, INC | 360 | Jun 30, 26 | +360 | 0.00% |
| Piscataqua Savings Bank | 300 | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 300 | Jun 30, 26 | -- | 0.00% |
| FWL INVESTMENT MANAGEMENT, LLC | 300 | Jun 30, 26 | -- | 0.00% |
| Capitol Family Office, Inc. | 297 | Jun 30, 26 | -- | 0.00% |
| Front Row Advisors LLC | 288 | Jun 30, 26 | -300 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 286 | Jun 30, 26 | +286 | 0.00% |
| Basepoint Wealth LLC | 280 | Jun 30, 26 | -- | 0.00% |
| CENTRAL TRUST Co | 270 | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 256 | Jun 30, 26 | +238 | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 249 | Jun 30, 26 | +249 | 0.00% |
| COUNTRY TRUST BANK | 240 | Jun 30, 26 | -- | 0.00% |
| Buck Wealth Strategies, LLC | 237 | Jun 30, 26 | +237 | 0.00% |
| Continuum Advisory, LLC | 222 | Jun 30, 26 | +222 | 0.00% |
| Tradewinds Capital Management, LLC | 204 | Jun 30, 26 | -- | 0.00% |
| Capital Analysts, LLC | 198 | Jun 30, 26 | -- | 0.00% |
| Synergy Investment Management, LLC | 198 | Jun 30, 26 | +1 | 0.00% |
| CALDWELL SUTTER CAPITAL, INC. | 165 | Jun 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 150 | Jun 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 137 | Jun 30, 26 | -- | 0.00% |
| Fortis Group Advisors, LLC | 126 | Jun 30, 26 | -- | 0.00% |
| SIGNATUREFD, LLC | 125 | Jun 30, 26 | -- | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 124 | Jun 30, 26 | -- | 0.00% |
| ARMSTRONG ADVISORY GROUP, INC | 118 | Jun 30, 26 | -7 | 0.00% |
| CBIZ Investment Advisory Services, LLC | 108 | Jun 30, 26 | -- | 0.00% |
| Main Street Group, LTD | 102 | Jun 30, 26 | -- | 0.00% |
| Concord Wealth Partners | 99 | Jun 30, 26 | +99 | 0.00% |
| AE Wealth Management LLC | 97 | Jun 30, 26 | +85 | 0.00% |
| Founders Financial Alliance, LLC | 67 | Jun 30, 26 | +1 | 0.00% |
| Triumph Capital Management | 64 | Jun 30, 26 | -2 | 0.00% |
| HM PAYSON & CO | 53 | Jun 30, 26 | +53 | 0.00% |
| Aptus Capital Advisors, LLC | 53 | Jun 30, 26 | +1 | 0.00% |
| EPG Wealth Management LLC | 45 | Jun 30, 26 | -- | 0.00% |
| EVERMAY WEALTH MANAGEMENT LLC | 42 | Jun 30, 26 | -- | 0.00% |
| Core Capital Management & Research, inc. | 39 | Jun 30, 26 | +39 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 33 | Jun 30, 26 | -279 | 0.00% |
| Covestor Ltd | 30 | Jun 30, 26 | -- | 0.00% |
| GAMMA Investing LLC | 27 | Jun 30, 26 | -- | 0.00% |
| Investors Research Corp | 23 | Jun 30, 26 | -- | 0.00% |
| Oakworth Capital, Inc. | 21 | Jun 30, 26 | -- | 0.00% |
| Dunhill Financial, LLC | 13 | Jun 30, 26 | +9 | 0.00% |
| Fairscale Capital, LLC | 12 | Jun 30, 26 | -- | 0.00% |
| Financial Gravity Companies, Inc. | 3 | Jun 30, 26 | +3 | 0.00% |
| Capital Advisor Network LLC | 3 | Jun 30, 26 | -- | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 2 | Jun 30, 26 | -- | 0.00% |
| HHM Wealth Advisors, LLC | 1 | Jun 30, 26 | +1 | 0.00% |
| HALLMARK CAPITAL MANAGEMENT INC | 1 | Jun 30, 26 | +1 | 0.00% |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -1.50K | -- |
| Qube Research & Technologies Ltd | -- | Jun 30, 26 | -22.86K | -- |
| Virtue Capital Management, LLC | -- | Jun 30, 26 | -11.72K | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -11.57K | -- |
| LITTLEJOHN FINANCIAL SERVICES, INC. | -- | Jun 30, 26 | -39.26K | -- |
| CALTON & ASSOCIATES, INC. | -- | Jun 30, 26 | -3.73K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -301 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -28.41K | -- |
| US BANCORP \DE\ | -- | Jun 30, 26 | -456 | -- |
| GFS Advisors, LLC | -- | Jun 30, 26 | -4.95K | -- |
| Missouri Trust & Investment Co | -- | Jun 30, 26 | -300 | -- |
| CITIZENS FINANCIAL GROUP INC/RI | -- | Jun 30, 26 | -5.14K | -- |
| PICTON MAHONEY ASSET MANAGEMENT | -- | Jun 30, 26 | -900 | -- |
| Destiny Wealth Partners, LLC | -- | Jun 30, 26 | -54 | -- |
| GSA CAPITAL PARTNERS LLP | -- | Jun 30, 26 | -5.76K | -- |
| Russell Investments Group, Ltd. | -- | Jun 30, 26 | -18 | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -3.28K | -- |
| RENAISSANCE TECHNOLOGIES LLC | -- | Jun 30, 26 | -23.30K | -- |
| EVOKE WEALTH, LLC | -- | Jun 30, 26 | -3.13K | -- |
| SIMPLEX TRADING, LLC | -- | Jun 30, 26 | -115 | -- |
| NBT BANK N A /NY | -- | Jun 30, 26 | -195 | -- |
| Ronald Blue Trust, Inc. | -- | Jun 30, 26 | -75 | -- |
| CWM, LLC | 11.79K | Mar 31, 26 | -183 | 0.06% |
| Jaffetilchin Investment Partners, LLC | 8.40K | Mar 31, 26 | +39 | 0.04% |
| Sunbelt Securities, Inc. | 6.81K | Mar 31, 26 | +6.81K | 0.04% |
| U.S. Capital Wealth Advisors, LLC | 4.87K | Mar 31, 26 | +332 | 0.03% |
| Financial Gravity Asset Management, Inc. | 3 | Mar 31, 26 | -93 | 0.00% |
| Reflection Asset Management | -- | Mar 31, 26 | -558 | -- |
| Leo Wealth, LLC | -- | Mar 31, 26 | -32.01K | -- |
| COMERICA BANK | 9.55K | Dec 31, 25 | +347 | 0.05% |
| Litman Gregory Wealth Management LLC | 1.81K | Dec 31, 25 | +1.81K | 0.01% |
| MGB Wealth Management, LLC | 1.51K | Dec 31, 25 | +12 | 0.01% |
| CIBC Private Wealth Group, LLC | 1.37K | Dec 31, 25 | +9 | 0.01% |
| Ransom Advisory, Ltd | 300 | Dec 31, 25 | +300 | 0.00% |
| GPS Wealth Strategies Group, LLC | 215 | Dec 31, 25 | -2.83K | 0.00% |
| Pineridge Advisors LLC | 356 | Sep 30, 25 | +2 | 0.00% |
| EWG Elevate Inc. | -- | Sep 30, 25 | -24.89K | -- |
| Congress Wealth Management LLC / DE / | 72.92K | Jun 30, 25 | +809 | 0.38% |
| AVANTAX ADVISORY SERVICES, INC. | 26.76K | Jun 30, 25 | +1.37K | 0.14% |
| Atria Wealth Solutions, Inc. | 4.97K | Jun 30, 25 | -514 | 0.03% |
| First Horizon Advisors, Inc. | 627 | Jun 30, 25 | -- | 0.00% |
| Family Firm, Inc. | -- | Jun 30, 25 | -3.01K | -- |
| Sandy Spring Bank | 1.68K | Mar 31, 25 | -- | 0.01% |
| Fernwood Investment Management, LLC | 75.44K | Dec 31, 24 | -1.84K | 0.40% |
| Gray Wealth Management Inc. | 3.73K | Dec 31, 24 | +7 | 0.02% |
| RAYMOND JAMES & ASSOCIATES | 55.99K | Sep 30, 24 | +5.97K | 0.30% |
| Raymond James Financial Services Advisors, Inc. | 37.05K | Sep 30, 24 | -6.55K | 0.20% |
| Diversified, LLC | 3.28K | Sep 30, 24 | +2 | 0.02% |
| VitalStone Financial, LLC | -- | Sep 30, 24 | -2.18K | -- |
| BlackRock Inc. | 342 | Jun 30, 24 | +342 | 0.00% |
| Abbrea Capital, LLC | -- | Jun 30, 24 | -4.20K | -- |
| Cetera Advisor Networks LLC | 90.63K | Mar 31, 24 | +61.76K | 0.48% |
| Cetera Advisors LLC | 21.99K | Mar 31, 24 | +18.75K | 0.12% |
| Connectus Wealth, LLC | -- | Mar 31, 24 | -39.84K | -- |
| FOCUS FINANCIAL NETWORK INC /ADV | 2.07K | Dec 31, 23 | +2.07K | 0.01% |
| DB Wealth Management Group, LLC | 135 | Dec 31, 23 | -153 | 0.00% |
| Baystate Wealth Management LLC | 117 | Dec 31, 23 | +2 | 0.00% |
| Gilfoyle & Co LLC | -- | Dec 31, 23 | -10 | -- |
| Wyrmwood Management LLC | -- | Dec 31, 23 | -10 | -- |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 1.37K | Sep 30, 23 | -169 | 0.01% |
| Kalos Management, Inc. | 6.02K | Jun 30, 23 | +3 | 0.03% |
| BDO Wealth Advisors, LLC | 445 | Jun 30, 23 | -- | 0.00% |
| TimeScale Financial, Inc. | 80 | Jun 30, 23 | +1 | 0.00% |
| PIERSHALE FINANCIAL GROUP, INC. | -- | Jun 30, 23 | -25 | -- |
| ALLSTATE INVESTMENT MANAGEMENT CO | 6.01K | Dec 31, 22 | +6.01K | 0.03% |
| S.C. Financial Services, Inc. | 1.20K | Dec 31, 22 | -144 | 0.01% |
| LFS ASSET MANAGEMENT | 43.73K | Sep 30, 22 | +2.98K | 0.23% |
| Spectrum Management Group, LLC | 6.59K | Sep 30, 22 | +146 | 0.03% |
| American Portfolios Advisors | 1.52K | Sep 30, 22 | -7 | 0.01% |
| FourThought Financial, LLC | 219 | Sep 30, 22 | -- | 0.00% |
| ACG Wealth | -- | Sep 30, 22 | -719 | -- |
| Nauset Wealth Management. LLC | 2.60K | Mar 31, 22 | -- | 0.01% |
| Grace Capital | 9.13K | Dec 31, 21 | +500 | 0.05% |
| Emery Howard Portfolio Management, Inc. | 5.70K | Dec 31, 21 | +5.70K | 0.03% |
| Carroll Financial Associates, Inc. | 561 | Dec 31, 21 | -- | 0.00% |
| REILLY FINANCIAL ADVISORS, LLC | 150 | Dec 31, 21 | -- | 0.00% |
| NEXT Financial Group, Inc | 119 | Dec 31, 21 | +42 | 0.00% |
| Paradigm Financial Advisors, LLC | -- | Dec 31, 21 | -22.14K | -- |
| First Allied Advisory Services, Inc. | 4.25K | Sep 30, 20 | -50 | 0.02% |
| QUANTUM CAPITAL MANAGEMENT | 445 | Sep 30, 20 | -- | 0.00% |
| Osborn Williams & Donohoe LLC | 8.22K | Mar 31, 20 | -30 | 0.04% |
| Advisor Group, Inc. | 11.17K | Dec 31, 19 | +1.45K | 0.06% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 6.39K | Dec 31, 19 | +189 | 0.03% |
| BB&T SECURITIES, LLC | 4.55K | Sep 30, 19 | -29 | 0.02% |
| SUNTRUST BANKS INC | 2.14K | Sep 30, 19 | -30 | 0.01% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 37 | Sep 30, 19 | +21 | 0.00% |
| MONROE BANK & TRUST/MI | 2.14K | Jun 30, 19 | -- | 0.01% |
| Questar Asset Management, Inc. | 2.35K | Dec 31, 18 | +2.35K | 0.01% |
| BREMER TRUST NATIONAL ASSOCIATION | 799 | Dec 31, 18 | +799 | 0.00% |
| ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 2.25K | Sep 30, 18 | -128 | 0.01% |
| AURORA FINANCIAL ADVISORS, LLC | 2.53K | Dec 31, 17 | +2.53K | 0.01% |
| BB&T INVESTMENT SERVICES, INC. | 260 | Dec 31, 17 | +112 | 0.00% |
| Blue Granite Capital, LLC | 125 | Dec 31, 17 | -- | 0.00% |
| Commonwealth Equity Services, Inc | 14.61K | Jun 30, 17 | +1.27K | 0.08% |
| Virtu KCG Holdings LLC | 3.24K | Jun 30, 17 | +3.24K | 0.02% |
| LBA Wealth Management, LLC | 925 | Mar 31, 17 | -100 | 0.00% |
| BLACKROCK ADVISORS LLC | 338.13K | Dec 31, 16 | -6.39K | 1.78% |
| MSI Financial Services Inc | 8.94K | Dec 31, 16 | -2.83K | 0.05% |
| SOCIETE GENERALE | 2.75K | Jun 30, 16 | +2.75K | 0.01% |
| Gupta Wealth Management LLC | 250 | Mar 31, 16 | -- | 0.00% |
| ATHERTON LANE ADVISERS, LLC | 8.51K | Dec 31, 15 | -165 | 0.04% |
| Placemark Investments, Inc. | 14.31K | Dec 31, 14 | +8.38K | 0.08% |
| NEW ENGLAND SECURITIES CORP /MA/ | 2.03K | Dec 31, 14 | +115 | 0.01% |
| UBS AG | 143.85K | Sep 30, 14 | +40 | 0.76% |
| STIFEL NICOLAUS & CO INC \MO\ | 16.23K | Sep 30, 13 | -25 | 0.09% |
| KNIGHT CAPITAL GROUP LLC | 34.68K | Jun 30, 13 | +18.24K | 0.18% |
| First Allied Securities, Inc. | 3.27K | Jun 30, 12 | +250 | 0.02% |
| NOLLENBERGER CAPITAL PARTNERS INC | 639 | Dec 31, 10 | -- | 0.00% |
| RBC Phillips, Hager & North Investment Counsel Inc. | 525 | Sep 30, 09 | -600 | 0.00% |
| RBC TRUSTEES (Jersey) LTD | -- | Sep 30, 09 | -4.13K | -- |
| RBC Dominion Securities Inc. | 200 | Dec 31, 08 | -- | 0.00% |