JIVE(JIVE)
JIVE
Institutional Ownership
Top 261 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| LPL Financial LLC | 4.89M | Jun 30, 26 | +1.94M | 13.40% |
| ENVESTNET ASSET MANAGEMENT INC | 2.61M | Jun 30, 26 | +1.04M | 7.16% |
| RiverFront Investment Group, LLC | 2.41M | Jun 30, 26 | +873.10K | 6.60% |
| RAYMOND JAMES FINANCIAL INC | 1.63M | Jun 30, 26 | +811.65K | 4.47% |
| BANK OF AMERICA CORP /DE/ | 1.31M | Jun 30, 26 | +146.62K | 3.60% |
| ADVISOR GROUP HOLDINGS, INC. | 1.01M | Jun 30, 26 | +127.73K | 2.77% |
| JONES FINANCIAL COMPANIES LLLP | 778.42K | Jun 30, 26 | +396.85K | 2.13% |
| MML INVESTORS SERVICES, LLC | 751.69K | Jun 30, 26 | +437.48K | 2.06% |
| Janney Montgomery Scott LLC | 736.76K | Jun 30, 26 | +200.29K | 2.02% |
| ROYAL BANK OF CANADA | 666.42K | Jun 30, 26 | +189.31K | 1.83% |
| Private Advisor Group, LLC | 636.92K | Jun 30, 26 | +323.23K | 1.74% |
| Cetera Investment Advisers | 578.61K | Jun 30, 26 | +68.51K | 1.59% |
| Cambridge Investment Research Advisors, Inc. | 509.08K | Jun 30, 26 | +202.66K | 1.39% |
| COMMONWEALTH EQUITY SERVICES, LLC | 315.80K | Jun 30, 26 | +75.28K | 0.87% |
| Grant Street Asset Management, Inc. | 290.62K | Jun 30, 26 | +290.62K | 0.80% |
| GREENWOOD GEARHART INC | 270.23K | Jun 30, 26 | +270.23K | 0.74% |
| Cooper Financial Group | 253.08K | Jun 30, 26 | +253.08K | 0.69% |
| JPMORGAN CHASE & CO | 253.07K | Jun 30, 26 | +47.01K | 0.69% |
| Vestmark Advisory Solutions, Inc. | 234.14K | Jun 30, 26 | -21 | 0.64% |
| FLOW TRADERS U.S. LLC | 221.23K | Jun 30, 26 | +221.23K | 0.61% |
| JANE STREET GROUP, LLC | 210.49K | Jun 30, 26 | +179.75K | 0.58% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 208.22K | Jun 30, 26 | +8.04K | 0.57% |
| Lineweaver Wealth Advisors, LLC | 192.30K | Jun 30, 26 | +7.12K | 0.53% |
| Lido Advisors, LLC | 172.10K | Jun 30, 26 | -324.23K | 0.47% |
| Pine Valley Investments Ltd Liability Co | 169.45K | Jun 30, 26 | +15.87K | 0.46% |
| Aspire Capital Advisors LLC | 168.75K | Jun 30, 26 | +36.98K | 0.46% |
| Pallas Capital Advisors LLC | 153.99K | Jun 30, 26 | +9.47K | 0.42% |
| AVAII WEALTH MANAGEMENT, LLC | 153.30K | Jun 30, 26 | +8.87K | 0.42% |
| VERUS CAPITAL PARTNERS, LLC | 148.79K | Jun 30, 26 | +4.54K | 0.41% |
| N.E.W. Advisory Services LLC | 143.33K | Jun 30, 26 | +4.85K | 0.39% |
| Kestra Advisory Services, LLC | 142.50K | Jun 30, 26 | +13.65K | 0.39% |
| TD Waterhouse Canada Inc. | 139.66K | Jun 30, 26 | +37.26K | 0.38% |
| ASSETMARK, INC | 124.72K | Jun 30, 26 | -4.28K | 0.34% |
| Oak Barrel Wealth Advisory LLC | 116.83K | Jun 30, 26 | +116.83K | 0.32% |
| KWB Wealth | 110.82K | Jun 30, 26 | +22.70K | 0.30% |
| Modus Advisors, LLC | 109.19K | Jun 30, 26 | +1.95K | 0.30% |
| SSI INVESTMENT MANAGEMENT LLC | 109.00K | Jun 30, 26 | +109.00K | 0.30% |
| Archer Investment Corp | 108.26K | Jun 30, 26 | +9.95K | 0.30% |
| CARY STREET PARTNERS FINANCIAL LLC | 99.08K | Jun 30, 26 | +11.58K | 0.27% |
| Cornerstone Wealth Management, LLC | 92.40K | Jun 30, 26 | -20.01K | 0.25% |
| STIFEL FINANCIAL CORP | 92.12K | Jun 30, 26 | +20.09K | 0.25% |
| Plan Group Financial, LLC | 89.92K | Jun 30, 26 | +19.48K | 0.25% |
| HighTower Advisors, LLC | 89.73K | Jun 30, 26 | +15.48K | 0.25% |
| NATIXIS ADVISORS, L.P. | 86.15K | Jun 30, 26 | +44.80K | 0.24% |
| MENORA MIVTACHIM HOLDINGS LTD. | 83.78K | Jun 30, 26 | -- | 0.23% |
| PFG Advisors | 81.69K | Jun 30, 26 | +11.91K | 0.22% |
| Farther Finance Advisors, LLC | 78.85K | Jun 30, 26 | +78.06K | 0.22% |
| Integrated Wealth Concepts LLC | 78.35K | Jun 30, 26 | +74.18K | 0.21% |
| Rehmann Capital Advisory Group | 77.93K | Jun 30, 26 | +11.57K | 0.21% |
| Saxony Capital Management, LLC | 77.54K | Jun 30, 26 | +12.65K | 0.21% |
| Steward Partners Investment Advisory, LLC | 77.09K | Jun 30, 26 | +31.35K | 0.21% |
| Walkner Condon Financial Advisors LLC | 74.49K | Jun 30, 26 | +10.97K | 0.20% |
| Wayfinding Financial, LLC | 70.32K | Jun 30, 26 | -672 | 0.19% |
| Robertson Stephens Wealth Management, LLC | 69.26K | Jun 30, 26 | +15.31K | 0.19% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 68.96K | Jun 30, 26 | +8.01K | 0.19% |
| WESPAC Advisors SoCal, LLC | 68.79K | Jun 30, 26 | +2.54K | 0.19% |
| Wealthcare Advisory Partners LLC | 67.33K | Jun 30, 26 | +67.33K | 0.18% |
| TKG Advisors, LLC | 66.22K | Jun 30, 26 | +2.52K | 0.18% |
| Geneos Wealth Management Inc. | 60.60K | Jun 30, 26 | +34.83K | 0.17% |
| MGO ONE SEVEN LLC | 57.81K | Jun 30, 26 | +24.53K | 0.16% |
| UBS ASSET MANAGEMENT AMERICAS INC | 55.49K | Jun 30, 26 | -- | 0.15% |
| SAGESPRING WEALTH PARTNERS, LLC | 52.43K | Jun 30, 26 | +558 | 0.14% |
| Central Pacific Bank - Trust Division | 50.63K | Jun 30, 26 | +50.63K | 0.14% |
| Equitable Holdings, Inc. | 50.20K | Jun 30, 26 | -36.98K | 0.14% |
| CreativeOne Wealth, LLC | 49.48K | Jun 30, 26 | +8.46K | 0.14% |
| Concurrent Investment Advisors, LLC | 48.96K | Jun 30, 26 | +23.17K | 0.13% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 47.72K | Jun 30, 26 | +3.34K | 0.13% |
| WESPAC Advisors, LLC | 46.53K | Jun 30, 26 | -8.09K | 0.13% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 45.15K | Jun 30, 26 | +102 | 0.12% |
| G&S Capital LLC | 45.01K | Jun 30, 26 | +941 | 0.12% |
| Envestnet Portfolio Solutions, Inc. | 44.11K | Jun 30, 26 | +44.11K | 0.12% |
| RETIREMENT GUYS FORMULA LLC | 43.84K | Jun 30, 26 | +770 | 0.12% |
| Nikulski Financial, Inc. | 43.67K | Jun 30, 26 | +2.72K | 0.12% |
| Base Wealth Management LLC | 43.30K | Jun 30, 26 | +399 | 0.12% |
| TRUIST FINANCIAL CORP | 42.96K | Jun 30, 26 | +17.48K | 0.12% |
| Cardinal Strategic Wealth Guidance | 39.69K | Jun 30, 26 | +39.69K | 0.11% |
| Comprehensive Financial Planning, Inc./PA | 39.55K | Jun 30, 26 | +2.04K | 0.11% |
| Fountainhead AM, LLC | 39.33K | Jun 30, 26 | -750 | 0.11% |
| Emerald Advisors, LLC | 37.23K | Jun 30, 26 | +6.57K | 0.10% |
| BENJAMIN EDWARDS INC | 36.68K | Jun 30, 26 | +414 | 0.10% |
| KINGSWOOD WEALTH ADVISORS, LLC | 34.48K | Jun 30, 26 | +1.09K | 0.09% |
| PARK AVENUE SECURITIES LLC | 33.30K | Jun 30, 26 | -955 | 0.09% |
| Savvy Advisors, Inc. | 31.71K | Jun 30, 26 | +31.71K | 0.09% |
| Sigma Planning Corp | 28.88K | Jun 30, 26 | +171 | 0.08% |
| Delta Investment Management, LLC | 28.00K | Jun 30, 26 | -2.09K | 0.08% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 27.63K | Jun 30, 26 | +10.12K | 0.08% |
| SRS Capital Advisors, Inc. | 27.56K | Jun 30, 26 | +27.56K | 0.08% |
| Waverly Advisors, LLC | 27.24K | Jun 30, 26 | +27.24K | 0.07% |
| CIBC WORLD MARKET INC. | 26.55K | Jun 30, 26 | -15.86K | 0.07% |
| Mariner, LLC | 26.07K | Jun 30, 26 | -200 | 0.07% |
| Focus Financial Network, Inc. | 23.51K | Jun 30, 26 | +117 | 0.06% |
| Gladstone Institutional Advisory LLC | 23.18K | Jun 30, 26 | +3.53K | 0.06% |
| Sanctuary Advisors, LLC | 22.41K | Jun 30, 26 | +15.67K | 0.06% |
| Boyer Financial Services, Inc. | 22.23K | Jun 30, 26 | +22.23K | 0.06% |
| Kaizen Financial Strategies | 21.96K | Jun 30, 26 | +4.97K | 0.06% |
| Arkadios Wealth Advisors | 21.09K | Jun 30, 26 | +4.33K | 0.06% |
| Paradigm, Strategies in Wealth Management, LLC | 19.83K | Jun 30, 26 | +13.13K | 0.05% |
| Evernest Financial Advisors, LLC | 19.63K | Jun 30, 26 | +5.71K | 0.05% |
| OLD MISSION CAPITAL LLC | 19.41K | Jun 30, 26 | -41.32K | 0.05% |
| Belpointe Asset Management LLC | 17.84K | Jun 30, 26 | +17.84K | 0.05% |
| Foundations Investment Advisors, LLC | 17.06K | Jun 30, 26 | -4.84K | 0.05% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 16.39K | Jun 30, 26 | -841 | 0.04% |
| Patriot Financial Group Insurance Agency, LLC | 16.13K | Jun 30, 26 | -4.45K | 0.04% |
| Signature Equity Partners, LLC | 15.76K | Jun 30, 26 | +15.17K | 0.04% |
| Atria Investments, Inc | 15.73K | Jun 30, 26 | +15.73K | 0.04% |
| Hopwood Nicholas Hunter | 14.97K | Jun 30, 26 | +3.13K | 0.04% |
| NewEdge Wealth, LLC | 14.10K | Jun 30, 26 | -1.09K | 0.04% |
| Mirador Capital Partners LP | 13.74K | Jun 30, 26 | +850 | 0.04% |
| Capital Advisors Wealth Management, LLC | 13.58K | Jun 30, 26 | +1.63K | 0.04% |
| NCM Capital Management, LLC | 13.05K | Jun 30, 26 | +4.33K | 0.04% |
| WCG Wealth Advisors LLC | 12.91K | Jun 30, 26 | +12.91K | 0.04% |
| UNIQUE WEALTH, LLC | 12.22K | Jun 30, 26 | +7.03K | 0.03% |
| BigSur Wealth Management LLC | 11.25K | Jun 30, 26 | -- | 0.03% |
| Gateway Wealth Partners, LLC | 10.83K | Jun 30, 26 | -8.04K | 0.03% |
| ERn Financial, LLC | 10.76K | Jun 30, 26 | +619 | 0.03% |
| KENNEDY INVESTMENT GROUP | 10.33K | Jun 30, 26 | +10.33K | 0.03% |
| Prospera Financial Services Inc | 10.26K | Jun 30, 26 | +6.85K | 0.03% |
| Advisory Alpha, LLC | 9.80K | Jun 30, 26 | +2.96K | 0.03% |
| Visionary Wealth Advisors | 9.68K | Jun 30, 26 | +446 | 0.03% |
| MASSMUTUAL TRUST CO FSB/ADV | 9.53K | Jun 30, 26 | +1.31K | 0.03% |
| Claro Advisors LLC | 9.20K | Jun 30, 26 | +2.86K | 0.03% |
| CITADEL ADVISORS LLC | 8.88K | Jun 30, 26 | -162.66K | 0.02% |
| FIFTH THIRD BANCORP | 8.62K | Jun 30, 26 | +2.79K | 0.02% |
| GTS SECURITIES LLC | 8.56K | Jun 30, 26 | +8.56K | 0.02% |
| Quantinno Capital Management LP | 8.55K | Jun 30, 26 | +2.90K | 0.02% |
| HARBOUR INVESTMENTS, INC. | 8.20K | Jun 30, 26 | +8.20K | 0.02% |
| Brinker Capital Investments, LLC | 8.05K | Jun 30, 26 | -174 | 0.02% |
| Kingsview Wealth Management, LLC | 7.98K | Jun 30, 26 | +3.02K | 0.02% |
| Eaton Financial Holdings Company, LLC | 7.94K | Jun 30, 26 | +2.33K | 0.02% |
| Savant Capital, LLC | 7.81K | Jun 30, 26 | -- | 0.02% |
| Sowell Financial Services LLC | 7.48K | Jun 30, 26 | -1.32K | 0.02% |
| Aprio Wealth Management, LLC | 6.72K | Jun 30, 26 | -- | 0.02% |
| Perennial Investment Advisors, LLC | 6.68K | Jun 30, 26 | +592 | 0.02% |
| LANE BROTHERS & CO INC | 6.50K | Jun 30, 26 | +6.50K | 0.02% |
| Essential Investment Partners LLC | 6.37K | Jun 30, 26 | +1.45K | 0.02% |
| WEDBUSH SECURITIES INC | 6.35K | Jun 30, 26 | +2.28K | 0.02% |
| SMITH, MOORE & CO. | 6.26K | Jun 30, 26 | -804 | 0.02% |
| LOCKERMAN FINANCIAL GROUP, INC. | 6.00K | Jun 30, 26 | +1.18K | 0.02% |
| Capital Analysts, LLC | 5.83K | Jun 30, 26 | +1.52K | 0.02% |
| Ascent Group, LLC | 5.76K | Jun 30, 26 | +506 | 0.02% |
| LAKE STREET FINANCIAL LLC | 5.74K | Jun 30, 26 | +1.18K | 0.02% |
| Breakwater Investment Management | 5.59K | Jun 30, 26 | -141 | 0.02% |
| Prospect Financial Services LLC | 5.46K | Jun 30, 26 | +975 | 0.01% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 5.42K | Jun 30, 26 | +5.42K | 0.01% |
| A4 Wealth Advisors LLC | 5.04K | Jun 30, 26 | -29.39K | 0.01% |
| IFP Advisors, Inc | 4.87K | Jun 30, 26 | +1.33K | 0.01% |
| Lewis Asset Management, LLC | 4.60K | Jun 30, 26 | -- | 0.01% |
| Moors & Cabot, Inc. | 4.58K | Jun 30, 26 | +1.73K | 0.01% |
| Essex Financial Services, Inc. | 4.56K | Jun 30, 26 | +2.00K | 0.01% |
| Echo Wealth Management, LLC | 4.48K | Jun 30, 26 | +2.10K | 0.01% |
| Elevation Wealth Management LLC | 4.27K | Jun 30, 26 | +917 | 0.01% |
| GREAT VALLEY ADVISOR GROUP, INC. | 4.26K | Jun 30, 26 | +757 | 0.01% |
| Roger Wittlin Investment Advisory, LLC | 4.25K | Jun 30, 26 | -- | 0.01% |
| PRIVATE TRUST CO NA | 4.25K | Jun 30, 26 | +916 | 0.01% |
| Murphy & Mullick Capital Management Corp | 4.22K | Jun 30, 26 | +250 | 0.01% |
| BROWN ADVISORY INC | 4.08K | Jun 30, 26 | -- | 0.01% |
| Clear Point Advisors Inc. | 4.07K | Jun 30, 26 | +4.07K | 0.01% |
| Global Retirement Partners, LLC | 3.87K | Jun 30, 26 | +3.87K | 0.01% |
| Redhawk Wealth Advisors, Inc. | 3.60K | Jun 30, 26 | +3.60K | 0.01% |
| Traynor Capital Management, Inc. | 3.45K | Jun 30, 26 | +280 | 0.01% |
| 3Chopt Investment Partners, LLC | 3.44K | Jun 30, 26 | +623 | 0.01% |
| Golden State Wealth Management, LLC | 3.24K | Jun 30, 26 | +3.24K | 0.01% |
| Financial Partners Group, Inc | 3.18K | Jun 30, 26 | +3.18K | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3.17K | Jun 30, 26 | +3.17K | 0.01% |
| TD PRIVATE CLIENT WEALTH LLC | 3.10K | Jun 30, 26 | +1.81K | 0.01% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 3.05K | Jun 30, 26 | +443 | 0.01% |
| GeoWealth Management, LLC | 2.98K | Jun 30, 26 | +698 | 0.01% |
| BANK OF MONTREAL /CAN/ | 2.95K | Jun 30, 26 | +2.95K | 0.01% |
| Stratos Wealth Partners, LTD. | 2.95K | Jun 30, 26 | +2.95K | 0.01% |
| EdgeRock Capital LLC | 2.72K | Jun 30, 26 | -345 | 0.01% |
| XTX Topco Ltd | 2.63K | Jun 30, 26 | +2.63K | 0.01% |
| Baird Financial Group, Inc. | 2.63K | Jun 30, 26 | +2.63K | 0.01% |
| Koshinski Asset Management, Inc. | 2.60K | Jun 30, 26 | +2.60K | 0.01% |
| Spire Wealth Management | 2.59K | Jun 30, 26 | +1.19K | 0.01% |
| FIRETHORN WEALTH PARTNERS, LLC | 2.58K | Jun 30, 26 | +219 | 0.01% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2.56K | Jun 30, 26 | +1.05K | 0.01% |
| DAVENPORT & Co LLC | 2.56K | Jun 30, 26 | +2.56K | 0.01% |
| Carnegie Capital Asset Management, LLC | 2.38K | Jun 30, 26 | +2.38K | 0.01% |
| LUTS & GREENLEIGH GROUP, INC | 2.35K | Jun 30, 26 | -- | 0.01% |
| AdvisorNet Financial, Inc | 2.34K | Jun 30, 26 | +346 | 0.01% |
| LBMC INVESTMENT ADVISORS, LLC | 2.21K | Jun 30, 26 | +2.21K | 0.01% |
| Advisory Services Network, LLC | 2.20K | Jun 30, 26 | +751 | 0.01% |
| CALDWELL SUTTER CAPITAL, INC. | 1.87K | Jun 30, 26 | +1.73K | 0.01% |
| RICHARDSON FINANCIAL SERVICES INC. | 1.79K | Jun 30, 26 | -22 | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.75K | Jun 30, 26 | +1.75K | 0.00% |
| Caitlin John, LLC | 1.60K | Jun 30, 26 | +1.60K | 0.00% |
| UBS Group AG | 1.47K | Jun 30, 26 | -2.71K | 0.00% |
| SHP Wealth Management | 1.16K | Jun 30, 26 | +25 | 0.00% |
| MORGAN STANLEY | 1.11K | Jun 30, 26 | +61 | 0.00% |
| Capital Investment Advisory Services, LLC | 1.01K | Jun 30, 26 | -46 | 0.00% |
| Westside Investment Management, Inc. | 880 | Jun 30, 26 | -- | 0.00% |
| Ancora Advisors, LLC | 830 | Jun 30, 26 | +83 | 0.00% |
| NewEdge Advisors, LLC | 785 | Jun 30, 26 | -3.02K | 0.00% |
| Allworth Financial LP | 765 | Jun 30, 26 | +765 | 0.00% |
| Tripletail Wealth Management, LLC | 664 | Jun 30, 26 | -5 | 0.00% |
| US BANCORP \DE\ | 617 | Jun 30, 26 | +200 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 475 | Jun 30, 26 | -192 | 0.00% |
| Founders Financial Alliance, LLC | 416 | Jun 30, 26 | +416 | 0.00% |
| WELLS FARGO & COMPANY/MN | 413 | Jun 30, 26 | +190 | 0.00% |
| AE Wealth Management LLC | 331 | Jun 30, 26 | -75 | 0.00% |
| Peck Wealth Management, LLC | 250 | Jun 30, 26 | +250 | 0.00% |
| Highland Investment Advisors LLC | 248 | Jun 30, 26 | +248 | 0.00% |
| OAK HARBOR WEALTH PARTNERS, LLC | 246 | Jun 30, 26 | +50 | 0.00% |
| Keating Financial Advisory Services, Inc. | 234 | Jun 30, 26 | -- | 0.00% |
| Silver Grove Financial Group, Inc. | 232 | Jun 30, 26 | +232 | 0.00% |
| Transamerica Financial Advisors, Inc. | 181 | Jun 30, 26 | +2 | 0.00% |
| Orion Capital Management LLC | 132 | Jun 30, 26 | +132 | 0.00% |
| Cornerstone Planning Group LLC | 102 | Jun 30, 26 | -- | 0.00% |
| Triumph Capital Management | 100 | Jun 30, 26 | -- | 0.00% |
| WHITTIER TRUST CO | 90 | Jun 30, 26 | +90 | 0.00% |
| Cedar Mountain Advisors, LLC | 53 | Jun 30, 26 | +53 | 0.00% |
| Lummis Asset Management, LP | 42 | Jun 30, 26 | -- | 0.00% |
| Sarver Vrooman Wealth Advisors | 41 | Jun 30, 26 | +41 | 0.00% |
| Ulland Investment Advisors, LLC | 40 | Jun 30, 26 | +40 | 0.00% |
| AlphaCore Capital LLC | 38 | Jun 30, 26 | -27 | 0.00% |
| GAMMA Investing LLC | 34 | Jun 30, 26 | -- | 0.00% |
| Clearstead Advisors, LLC | 23 | Jun 30, 26 | -- | 0.00% |
| FARMERS & MERCHANTS INVESTMENTS INC | 16 | Jun 30, 26 | +16 | 0.00% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 2 | Jun 30, 26 | -- | 0.00% |
| Clarity Asset Management, Inc. | -- | Jun 30, 26 | -357 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -465 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -23 | -- |
| Rockefeller Capital Management L.P. | -- | Jun 30, 26 | -151 | -- |
| Russell Investments Group, Ltd. | -- | Jun 30, 26 | -17 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -88.23K | -- |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | -- | Jun 30, 26 | -3.96K | -- |
| Annis Gardner Whiting Capital Advisors, LLC | -- | Jun 30, 26 | -620 | -- |
| RFG Advisory, LLC | -- | Jun 30, 26 | -17.15K | -- |
| ARMSTRONG ADVISORY GROUP, INC | -- | Jun 30, 26 | -140 | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -75 | -- |
| U.S. Capital Wealth Advisors, LLC | 37.16K | Mar 31, 26 | +19.07K | 0.10% |
| TruWealth Advisors, LLC | 25.45K | Mar 31, 26 | +25.45K | 0.07% |
| Leo Wealth, LLC | 5.87K | Mar 31, 26 | +5.87K | 0.02% |
| CWM, LLC | 48 | Mar 31, 26 | +31 | 0.00% |
| COMERICA BANK | 5.50K | Dec 31, 25 | -358 | 0.02% |
| MLG Wealth Management DBA Pine Grove Financial Group | 4.39K | Dec 31, 25 | +4.39K | 0.01% |
| Motiv8 Investments LLC | 8 | Dec 31, 25 | +8 | 0.00% |
| FIRST NATIONAL CORP /MA/ /ADV | 12.17K | Sep 30, 25 | +12.17K | 0.03% |
| First Horizon Advisors, Inc. | 10.56K | Jun 30, 25 | +10.56K | 0.03% |
| Orion Portfolio Solutions, LLC | 5.77K | Mar 31, 25 | +437 | 0.02% |
| Marcum Wealth, LLC | 4.59K | Mar 31, 25 | -152 | 0.01% |
| CAROLINAS WEALTH CONSULTING LLC | 62 | Mar 31, 25 | -- | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 178.82K | Sep 30, 24 | +178.82K | 0.49% |
| TFS CAPITAL LLC | -- | Jun 30, 17 | -272.17K | -- |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -43.06K | -- |
| R&F Capital Advisors LP | 17.80K | Mar 31, 17 | +17.80K | 0.05% |
| BlackRock Fund Advisors | 1.84M | Dec 31, 16 | +242.60K | 5.05% |
| BlackRock Institutional Trust Company, N.A. | 1.43M | Dec 31, 16 | +169.16K | 3.93% |
| BlackRock Investment Management, LLC | 222.53K | Dec 31, 16 | +2.10K | 0.61% |
| BLACKROCK ADVISORS LLC | 29.89K | Dec 31, 16 | +762 | 0.08% |
| BlackRock Group LTD | 12.44K | Dec 31, 16 | -- | 0.03% |
| ELberon, LLC | 1.19M | Sep 30, 16 | -78.00K | 3.26% |
| Emerald Acquisition Ltd. | 34.81K | Sep 30, 16 | -2.80K | 0.10% |
| RUSSELL FRANK CO/ | 37.61K | Mar 31, 16 | +8.41K | 0.10% |
| WHV Investments, Inc. | -- | Mar 31, 16 | -143.04K | -- |
| J.P. Turner & Co Capital Mnagement, LLC | 14.20K | Sep 30, 15 | +14.20K | 0.04% |
| Platte River Capital LLC | -- | Sep 30, 15 | -91.72K | -- |
| MANAGED ACCOUNT ADVISORS LLC | 162.67K | Jun 30, 15 | +33.37K | 0.45% |
| SEI TRUST CO | 55.81K | Sep 30, 14 | -- | 0.15% |
| UBS AG | 47.51K | Sep 30, 14 | -66.71K | 0.13% |
| NORTHERN TRUST CO OF CONNECTICUT | -- | Dec 31, 13 | -12.41K | -- |