Nuveen Preferred & Income Opportunities Fund(JPC)

$7.63—

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Nuveen Preferred & Income Opportunities Fund(JPC)

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$7.63—

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JPC(JPC)

JPC

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Institutional Ownership

Top 434 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	5.66M	Jun 30, 26	+213.04K	1.51%
BANK OF AMERICA CORP /DE/	5.04M	Jun 30, 26	+261.61K	1.34%
WELLS FARGO & COMPANY/MN	4.69M	Jun 30, 26	+41.33K	1.25%
UBS Group AG	4.36M	Jun 30, 26	-37.32K	1.16%
RAYMOND JAMES FINANCIAL INC	4.15M	Jun 30, 26	+74.84K	1.11%
ROYAL BANK OF CANADA	2.91M	Jun 30, 26	+32.78K	0.78%
Invesco Ltd.	2.70M	Jun 30, 26	+129.50K	0.72%
LPL Financial LLC	2.41M	Jun 30, 26	+131.64K	0.64%
GUGGENHEIM CAPITAL LLC	1.69M	Jun 30, 26	-214.84K	0.45%
CAPTRUST FINANCIAL ADVISORS	1.55M	Jun 30, 26	+15.87K	0.41%
ADVISOR GROUP HOLDINGS, INC.	1.37M	Jun 30, 26	+151.88K	0.36%
COMMONWEALTH EQUITY SERVICES, LLC	1.22M	Jun 30, 26	+784	0.33%
Cerity Partners LLC	1.22M	Jun 30, 26	+23.69K	0.32%
Janney Montgomery Scott LLC	1.11M	Jun 30, 26	+292	0.30%
GREATMARK INVESTMENT PARTNERS, INC.	973.96K	Jun 30, 26	-11.90K	0.26%
MGO ONE SEVEN LLC	956.23K	Jun 30, 26	-26.58K	0.25%
TRUIST FINANCIAL CORP	895.42K	Jun 30, 26	+7.19K	0.24%
Smith Asset Management Co., LLC	890.86K	Jun 30, 26	-20.54K	0.24%
Cetera Investment Advisers	833.20K	Jun 30, 26	+29.86K	0.22%
AMERIPRISE FINANCIAL INC	825.01K	Jun 30, 26	+30.02K	0.22%
COHEN & STEERS, INC.	785.25K	Jun 30, 26	--	0.21%
Kestra Advisory Services, LLC	759.33K	Jun 30, 26	+14.94K	0.20%
FCA CORP /TX	554.08K	Jun 30, 26	+27.58K	0.15%
Moors & Cabot, Inc.	544.90K	Jun 30, 26	+5.77K	0.15%
STIFEL FINANCIAL CORP	479.66K	Jun 30, 26	+42.06K	0.13%
Stratos Wealth Partners, LTD.	476.95K	Jun 30, 26	-12.73K	0.13%
Chicago Partners Investment Group LLC	463.13K	Jun 30, 26	-25.19K	0.12%
Lido Advisors, LLC	454.54K	Jun 30, 26	-200	0.12%
Advisors Asset Management, Inc.	447.77K	Jun 30, 26	-221.79K	0.12%
PROTECTIVE LIFE CORP	440.00K	Jun 30, 26	--	0.12%
ENVESTNET ASSET MANAGEMENT INC	391.17K	Jun 30, 26	-9.23K	0.10%
Steward Partners Investment Advisory, LLC	383.70K	Jun 30, 26	+32.07K	0.10%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	378.62K	Jun 30, 26	+28.04K	0.10%
Cambridge Investment Research Advisors, Inc.	377.55K	Jun 30, 26	-54.13K	0.10%
PRELUDE CAPITAL MANAGEMENT, LLC	350.00K	Jun 30, 26	+60.52K	0.09%
Fiera Capital Corp	341.74K	Jun 30, 26	+11.89K	0.09%
Sanctuary Advisors, LLC	316.55K	Jun 30, 26	-22.43K	0.08%
NewEdge Advisors, LLC	302.56K	Jun 30, 26	-12.05K	0.08%
IBEX WEALTH ADVISORS	288.99K	Jun 30, 26	-3.06K	0.08%
Wealth Advisory Solutions, LLC	261.84K	Jun 30, 26	+42.38K	0.07%
DAVENPORT & Co LLC	241.52K	Jun 30, 26	+1.50K	0.06%
MSH Capital Advisors LLC	240.96K	Jun 30, 26	-11.28K	0.06%
Capital Investment Advisors, LLC	236.46K	Jun 30, 26	-33.48K	0.06%
Mission Hills Financial Advisory, LLC	226.58K	Jun 30, 26	+114.41K	0.06%
CoreCap Advisors, LLC	222.70K	Jun 30, 26	+4.33K	0.06%
FIRST TRUST ADVISORS LP	215.67K	Jun 30, 26	-352	0.06%
XTX Topco Ltd	202.04K	Jun 30, 26	+111.65K	0.05%
HARBOUR INVESTMENTS, INC.	202.04K	Jun 30, 26	-4.65K	0.05%
Wealthspire Advisors, LLC	199.49K	Jun 30, 26	-3.17K	0.05%
Geneos Wealth Management Inc.	186.54K	Jun 30, 26	-12.43K	0.05%
WILEY BROS.-AINTREE CAPITAL, LLC	178.94K	Jun 30, 26	-348	0.05%
UMB Bank, n.a.	174.85K	Jun 30, 26	+16.00K	0.05%
Jupiter Wealth Management LLC	168.73K	Jun 30, 26	--	0.04%
THRIVENT FINANCIAL FOR LUTHERANS	161.71K	Jun 30, 26	--	0.04%
JANE STREET GROUP, LLC	157.45K	Jun 30, 26	-153.03K	0.04%
HighTower Advisors, LLC	154.86K	Jun 30, 26	-765	0.04%
E&G Advisors, LP	153.25K	Jun 30, 26	-649	0.04%
Hennion & Walsh Asset Management, Inc.	141.29K	Jun 30, 26	-185.04K	0.04%
Private Advisor Group, LLC	139.25K	Jun 30, 26	+212	0.04%
CARY STREET PARTNERS FINANCIAL LLC	137.08K	Jun 30, 26	--	0.04%
Wealthcare Advisory Partners LLC	133.22K	Jun 30, 26	-4.06K	0.04%
AlphaCore Capital LLC	130.54K	Jun 30, 26	+31.43K	0.03%
StoneX Group Inc.	129.64K	Jun 30, 26	+37.54K	0.03%
Bramshill Investments, LLC	126.17K	Jun 30, 26	+50.84K	0.03%
WEDBUSH SECURITIES INC	119.26K	Jun 30, 26	+3.88K	0.03%
INDEPENDENT FINANCIAL GROUP, LLC	110.33K	Jun 30, 26	+17.40K	0.03%
Advisory Services Network, LLC	106.43K	Jun 30, 26	-2.80K	0.03%
Cornerstone Advisory, LLC	104.88K	Jun 30, 26	--	0.03%
Triumph Capital Management	103.07K	Jun 30, 26	+9.52K	0.03%
ONE WEALTH CAPITAL MANAGEMENT, LLC	101.33K	Jun 30, 26	+52.30K	0.03%
Palogic Value Management, L.P.	100.56K	Jun 30, 26	--	0.03%
Diversify Advisory Services, LLC	99.59K	Jun 30, 26	+99.59K	0.03%
DIVERSIFY WEALTH MANAGEMENT, LLC	99.59K	Jun 30, 26	+883	0.03%
MELFA WEALTH MANAGEMENT, LLC	96.90K	Jun 30, 26	-116	0.03%
Benchmark Investment Advisors LLC	88.00K	Jun 30, 26	--	0.02%
Spire Wealth Management	87.84K	Jun 30, 26	+7.87K	0.02%
Shaker Financial Services, LLC	87.00K	Jun 30, 26	+87.00K	0.02%
MARINO, STRAM & ASSOCIATES LLC	86.57K	Jun 30, 26	--	0.02%
Abel Hall, LLC	83.60K	Jun 30, 26	--	0.02%
LEVEL FOUR ADVISORY SERVICES, LLC	83.22K	Jun 30, 26	-861	0.02%
Prospera Financial Services Inc	82.63K	Jun 30, 26	+163	0.02%
ROTHSCHILD INVESTMENT LLC	80.97K	Jun 30, 26	+9.89K	0.02%
Shulman DeMeo Asset Management LLC	77.28K	Jun 30, 26	-421	0.02%
Samalin Investment Counsel, LLC	74.88K	Jun 30, 26	-30.79K	0.02%
Pathstone Holdings, LLC	74.51K	Jun 30, 26	--	0.02%
Waverly Advisors, LLC	73.66K	Jun 30, 26	-12.44K	0.02%
FIFTH THIRD BANCORP	71.11K	Jun 30, 26	+245	0.02%
RVW Wealth, LLC	70.92K	Jun 30, 26	--	0.02%
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	69.25K	Jun 30, 26	+2.00K	0.02%
SRS Capital Advisors, Inc.	69.09K	Jun 30, 26	+55.37K	0.02%
PRINCIPAL SECURITIES, INC.	67.98K	Jun 30, 26	+252	0.02%
Mariner, LLC	67.07K	Jun 30, 26	-18.51K	0.02%
KMT WEALTH MANAGEMENT, LLC	65.90K	Jun 30, 26	+65.90K	0.02%
Live Oak Private Wealth LLC	65.57K	Jun 30, 26	--	0.02%
Everstar Asset Management, LLC	64.91K	Jun 30, 26	-1.16K	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	64.86K	Jun 30, 26	+7.88K	0.02%
MERCER GLOBAL ADVISORS INC /ADV	63.12K	Jun 30, 26	+3.72K	0.02%
Accel Wealth Management	61.82K	Jun 30, 26	-3.20K	0.02%
MOSAIC FAMILY WEALTH PARTNERS, LLC	61.44K	Jun 30, 26	--	0.02%
Centurion Wealth Management LLC	58.73K	Jun 30, 26	-8.25K	0.02%
Ameritas Advisory Services, LLC	57.10K	Jun 30, 26	+14.89K	0.02%
WEALTH EFFECTS LLC	56.09K	Jun 30, 26	--	0.01%
RITHOLTZ WEALTH MANAGEMENT	55.31K	Jun 30, 26	+55.31K	0.01%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	55.27K	Jun 30, 26	--	0.01%
Rockefeller Capital Management L.P.	54.01K	Jun 30, 26	+4.00K	0.01%
Core Wealth Partners LLC	53.22K	Jun 30, 26	+53.22K	0.01%
MML INVESTORS SERVICES, LLC	53.13K	Jun 30, 26	-320	0.01%
B. Riley Wealth Advisors, Inc.	51.89K	Jun 30, 26	--	0.01%
Concurrent Investment Advisors, LLC	51.60K	Jun 30, 26	+1.93K	0.01%
Cottage Street Advisors LLC	50.77K	Jun 30, 26	+972	0.01%
Onyx Financial Advisors, LLC	50.15K	Jun 30, 26	--	0.01%
Investmark Advisory Group LLC	48.29K	Jun 30, 26	+264	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	47.50K	Jun 30, 26	-37.53K	0.01%
Savvy Advisors, Inc.	47.04K	Jun 30, 26	-6.20K	0.01%
HRT FINANCIAL LP	45.59K	Jun 30, 26	+7.90K	0.01%
Sage Capital Advisors,llc	44.69K	Jun 30, 26	+792	0.01%
Operose Advisors LLC	44.47K	Jun 30, 26	--	0.01%
NWF Advisory Services Inc.	42.72K	Jun 30, 26	-4.00K	0.01%
Advance Capital Management, Inc.	42.68K	Jun 30, 26	+26.75K	0.01%
Global Retirement Partners, LLC	42.20K	Jun 30, 26	+42.20K	0.01%
Carson Advisory Inc.	41.56K	Jun 30, 26	--	0.01%
IHT Wealth Management, LLC	41.10K	Jun 30, 26	-4.74K	0.01%
RMB Capital Management, LLC	40.35K	Jun 30, 26	-20.62K	0.01%
Equitable Holdings, Inc.	39.90K	Jun 30, 26	+1.68K	0.01%
FIRST MERCHANTS CORP	39.28K	Jun 30, 26	--	0.01%
Clear Street Group Inc.	39.02K	Jun 30, 26	+39.02K	0.01%
LIBERTY WEALTH MANAGEMENT LLC	37.89K	Jun 30, 26	--	0.01%
WHITTIER TRUST CO	37.53K	Jun 30, 26	+9.13K	0.01%
KINGSWOOD WEALTH ADVISORS, LLC	37.18K	Jun 30, 26	--	0.01%
TCG Advisory Services, LLC	36.39K	Jun 30, 26	-1.19K	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	36.30K	Jun 30, 26	-8.34K	0.01%
SILVER OAK SECURITIES, INCORPORATED	36.03K	Jun 30, 26	-3.01K	0.01%
DAYMARK WEALTH PARTNERS, LLC	34.41K	Jun 30, 26	-850	0.01%
Patriot Financial Group Insurance Agency, LLC	34.26K	Jun 30, 26	-34.71K	0.01%
Kovack Advisors, Inc.	32.08K	Jun 30, 26	-4.69K	0.01%
Baird Financial Group, Inc.	32.01K	Jun 30, 26	--	0.01%
SMITHBRIDGE ASSET MANAGEMENT INC/DE	32.00K	Jun 30, 26	-62	0.01%
Integrated Wealth Concepts LLC	31.61K	Jun 30, 26	+18.00K	0.01%
Concord Wealth Partners	31.30K	Jun 30, 26	+3.15K	0.01%
M Holdings Securities, Inc.	31.16K	Jun 30, 26	+3.23K	0.01%
D.A. DAVIDSON & CO.	31.09K	Jun 30, 26	-1.98K	0.01%
Fortitude Advisory Group L.L.C.	30.72K	Jun 30, 26	--	0.01%
Mount Yale Investment Advisors, LLC	30.61K	Jun 30, 26	+528	0.01%
Vestmark Advisory Solutions, Inc.	30.61K	Jun 30, 26	+1.53K	0.01%
J. L. Bainbridge & Co., Inc.	30.57K	Jun 30, 26	+8.94K	0.01%
Marex Group plc	30.00K	Jun 30, 26	+30.00K	0.01%
OPPENHEIMER & CO INC	29.88K	Jun 30, 26	-72	0.01%
McAlister, Sweet & Associates, Inc.	29.58K	Jun 30, 26	+12.39K	0.01%
Physician Wealth Advisors, Inc.	29.37K	Jun 30, 26	--	0.01%
Joel Isaacson & Co., LLC	28.56K	Jun 30, 26	+28.56K	0.01%
Farther Finance Advisors, LLC	28.26K	Jun 30, 26	-202	0.01%
Advisor OS, LLC	27.80K	Jun 30, 26	-983	0.01%
SageGuard Financial Group, LLC	27.60K	Jun 30, 26	+542	0.01%
J.W. COLE ADVISORS, INC.	27.26K	Jun 30, 26	+27.26K	0.01%
Pensionmark Financial Group, LLC	27.19K	Jun 30, 26	-72.74K	0.01%
CALDWELL SUTTER CAPITAL, INC.	27.14K	Jun 30, 26	--	0.01%
Jacobi Capital Management LLC	26.55K	Jun 30, 26	+2.08K	0.01%
Allworth Financial LP	26.24K	Jun 30, 26	+2.95K	0.01%
Creative Planning	26.14K	Jun 30, 26	-8.13K	0.01%
KEYBANK NATIONAL ASSOCIATION/OH	24.92K	Jun 30, 26	--	0.01%
Sigma Planning Corp	24.73K	Jun 30, 26	-178	0.01%
Summit Financial, LLC	24.61K	Jun 30, 26	-1.54K	0.01%
Berger Financial Group, Inc	24.57K	Jun 30, 26	+221	0.01%
DUNCKER STREETT & CO INC	24.47K	Jun 30, 26	--	0.01%
Merit Financial Group, LLC	24.47K	Jun 30, 26	-872	0.01%
RFG Advisory, LLC	24.43K	Jun 30, 26	+2.06K	0.01%
US BANCORP \DE\	24.26K	Jun 30, 26	+2.74K	0.01%
Apollon Wealth Management, LLC	24.14K	Jun 30, 26	+1.04K	0.01%
International Private Wealth Advisors LLC	24.09K	Jun 30, 26	+558	0.01%
Founders Financial Alliance, LLC	24.06K	Jun 30, 26	+39	0.01%
BOOTHBAY FUND MANAGEMENT, LLC	24.01K	Jun 30, 26	+10.99K	0.01%
Glass Jacobson Investment Advisors llc	22.69K	Jun 30, 26	+120	0.01%
Sage Capital Management, LLC	22.50K	Jun 30, 26	--	0.01%
EP Wealth Advisors, LLC	22.15K	Jun 30, 26	+22.15K	0.01%
PFG Investments, LLC	21.30K	Jun 30, 26	-1.69K	0.01%
Tyche Wealth Partners LLC	21.27K	Jun 30, 26	-969	0.01%
Gridiron Partners, LLC	21.02K	Jun 30, 26	-22.33K	0.01%
Western Wealth Management, LLC	20.35K	Jun 30, 26	-3.62K	0.01%
TSFG, LLC	20.22K	Jun 30, 26	--	0.01%
DV Trading LLC	20.22K	Jun 30, 26	--	0.01%
Pacific Wealth Strategies Group, Inc.	20.00K	Jun 30, 26	--	0.01%
WealthTrust Axiom LLC	19.88K	Jun 30, 26	--	0.01%
SIGNATUREFD, LLC	18.53K	Jun 30, 26	+18.53K	0.00%
SHUFRO ROSE & CO LLC	18.37K	Jun 30, 26	--	0.00%
CreativeOne Wealth, LLC	18.08K	Jun 30, 26	+192	0.00%
PRIVATE TRUST CO NA	18.04K	Jun 30, 26	-13.11K	0.00%
Valley Brook Capital Group, Inc.	17.91K	Jun 30, 26	-2.40K	0.00%
Waterfront Wealth Inc.	17.81K	Jun 30, 26	-984	0.00%
CI Private Wealth, LLC	17.78K	Jun 30, 26	+17.78K	0.00%
JB Capital LLC	17.74K	Jun 30, 26	+104	0.00%
KING LUTHER CAPITAL MANAGEMENT CORP	17.58K	Jun 30, 26	--	0.00%
Clearstead Advisors, LLC	17.37K	Jun 30, 26	+411	0.00%
TWO SIGMA SECURITIES, LLC	17.13K	Jun 30, 26	+3.45K	0.00%
Avidian Wealth Solutions, LLC	17.00K	Jun 30, 26	+17.00K	0.00%
Ausdal Financial Partners, Inc.	16.72K	Jun 30, 26	+18	0.00%
Huntleigh Advisors, Inc.	16.72K	Jun 30, 26	--	0.00%
BEACON FINANCIAL GROUP	16.68K	Jun 30, 26	+350	0.00%
EverSource Wealth Advisors, LLC	16.64K	Jun 30, 26	--	0.00%
HORIZON KINETICS ASSET MANAGEMENT LLC	16.43K	Jun 30, 26	--	0.00%
Coastal Investment Advisors, Inc.	16.30K	Jun 30, 26	+387	0.00%
BURNEY CO/	16.15K	Jun 30, 26	-2.14K	0.00%
Beacon Pointe Advisors, LLC	16.04K	Jun 30, 26	+3.26K	0.00%
Quantinno Capital Management LP	15.72K	Jun 30, 26	-3.23K	0.00%
Snowden Capital Advisors LLC	15.20K	Jun 30, 26	-8.54K	0.00%
River Wealth Advisors LLC	14.69K	Jun 30, 26	--	0.00%
Etesian Wealth Advisors, Inc.	14.50K	Jun 30, 26	--	0.00%
PSI Advisors, LLC	14.41K	Jun 30, 26	-1.45K	0.00%
WHITTIER TRUST CO OF NEVADA INC	14.39K	Jun 30, 26	-995	0.00%
Perigon Wealth Management, LLC	14.30K	Jun 30, 26	-1.01K	0.00%
PARSONS CAPITAL MANAGEMENT INC/RI	14.19K	Jun 30, 26	--	0.00%
Post Resch Tallon Group Inc.	14.06K	Jun 30, 26	--	0.00%
IEQ CAPITAL, LLC	13.84K	Jun 30, 26	--	0.00%
Beacon Financial Advisory LLC	13.81K	Jun 30, 26	+109	0.00%
VeraBank, N.A.	13.66K	Jun 30, 26	--	0.00%
Gerber Kawasaki Wealth & Investment Management	13.63K	Jun 30, 26	-2.99K	0.00%
Colony Group, LLC	13.55K	Jun 30, 26	+1.60K	0.00%
Bank of New York Mellon Corp	13.54K	Jun 30, 26	-15.34K	0.00%
First Heartland Consultants, Inc.	13.43K	Jun 30, 26	+13.43K	0.00%
Wagner Wealth Management, LLC	13.24K	Jun 30, 26	-10.47K	0.00%
WESBANCO BANK INC	13.02K	Jun 30, 26	+382	0.00%
MAI Capital Management	12.98K	Jun 30, 26	+7.30K	0.00%
180 WEALTH ADVISORS, LLC	12.90K	Jun 30, 26	+34	0.00%
SMITH SHELLNUT WILSON LLC /ADV	12.86K	Jun 30, 26	--	0.00%
SFE Investment Counsel	12.82K	Jun 30, 26	--	0.00%
MONETA GROUP INVESTMENT ADVISORS LLC	12.69K	Jun 30, 26	+12.69K	0.00%
Capital Investment Advisory Services, LLC	12.50K	Jun 30, 26	--	0.00%
LifeSteps Financial, Inc.	12.32K	Jun 30, 26	+800	0.00%
STOCK YARDS BANK & TRUST CO	12.30K	Jun 30, 26	--	0.00%
Powell Investment Advisors, LLC	12.28K	Jun 30, 26	+657	0.00%
Dakota Wealth Management	12.24K	Jun 30, 26	+144	0.00%
Aspire Growth Partners LLC	12.23K	Jun 30, 26	-530	0.00%
Johnson & White Wealth Management, LLC	12.16K	Jun 30, 26	+248	0.00%
Coastline Trust Co	12.14K	Jun 30, 26	--	0.00%
CAHABA WEALTH MANAGEMENT, INC.	12.11K	Jun 30, 26	--	0.00%
IFG Advisory, LLC	12.09K	Jun 30, 26	+12.09K	0.00%
Collaborative Wealth Managment Inc.	12.08K	Jun 30, 26	+1.79K	0.00%
Baker Avenue Asset Management, LP	12.00K	Jun 30, 26	--	0.00%
American Financial Advisors, LLC	12.00K	Jun 30, 26	--	0.00%
Carlton Hofferkamp & Jenks Wealth Management, LLC	12.00K	Jun 30, 26	--	0.00%
Virtu Financial LLC	11.97K	Jun 30, 26	-26.13K	0.00%
Tradition Wealth Management, LLC	11.84K	Jun 30, 26	--	0.00%
NAPLES GLOBAL ADVISORS, LLC	11.69K	Jun 30, 26	+11.69K	0.00%
Certified Advisory Corp	11.66K	Jun 30, 26	+210	0.00%
GREEN SQUARE CAPITAL ADVISORS LLC	11.65K	Jun 30, 26	--	0.00%
PARK AVENUE SECURITIES LLC	11.56K	Jun 30, 26	-48	0.00%
Foundations Investment Advisors, LLC	10.99K	Jun 30, 26	+10.99K	0.00%
W.H. Cornerstone Investments Inc.	10.90K	Jun 30, 26	+255	0.00%
BankPlus Wealth Management LLC	10.89K	Jun 30, 26	--	0.00%
LEIGH BALDWIN & CO., LLC	10.79K	Jun 30, 26	+256	0.00%
NewEdge Wealth, LLC	10.08K	Jun 30, 26	+10.08K	0.00%
MARYLAND CAPITAL ADVISORS INC.	10.01K	Jun 30, 26	+10.01K	0.00%
Future Financial Wealth Managment LLC	10.00K	Jun 30, 26	--	0.00%
Southeast Asset Advisors Inc.	10.00K	Jun 30, 26	+10.00K	0.00%
HOLLENCREST CAPITAL MANAGEMENT	9.64K	Jun 30, 26	--	0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	9.00K	Jun 30, 26	-4.00K	0.00%
NBC SECURITIES, INC.	7.85K	Jun 30, 26	-288	0.00%
CENTRAL TRUST Co	7.49K	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	6.67K	Jun 30, 26	--	0.00%
CUSTOM INDEX SYSTEMS, LLC	6.34K	Jun 30, 26	+6.34K	0.00%
HARBOR INVESTMENT ADVISORY, LLC	6.25K	Jun 30, 26	--	0.00%
BESSEMER GROUP INC	6.00K	Jun 30, 26	+6.00K	0.00%
MATHER GROUP, LLC.	5.22K	Jun 30, 26	+1.18K	0.00%
HAZLETT, BURT & WATSON, INC.	5.00K	Jun 30, 26	+59	0.00%
CoreFirst Bank & Trust	4.20K	Jun 30, 26	--	0.00%
FINANCIAL CONSULATE, INC	3.75K	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	3.45K	Jun 30, 26	+62	0.00%
FNY Investment Advisers, LLC	3.00K	Jun 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	3.00K	Jun 30, 26	--	0.00%
Russell Investments Group, Ltd.	2.89K	Jun 30, 26	+1.92K	0.00%
Quent Capital, LLC	2.70K	Jun 30, 26	+2.70K	0.00%
Washington Trust Advisors, Inc.	2.60K	Jun 30, 26	--	0.00%
ABOUND FINANCIAL, LLC	2.57K	Jun 30, 26	+2.57K	0.00%
Ronald Blue Trust, Inc.	2.40K	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	2.00K	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	1.99K	Jun 30, 26	+1.99K	0.00%
Johnson Financial Group, Inc.	1.71K	Jun 30, 26	+1.71K	0.00%
Main Street Group, LTD	1.68K	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1.65K	Jun 30, 26	-4.34K	0.00%
ASSETMARK, INC	1.52K	Jun 30, 26	+8	0.00%
Pinnacle Wealth Planning Services, Inc.	1.50K	Jun 30, 26	--	0.00%
Atlantic Union Bankshares Corp	1.50K	Jun 30, 26	+752	0.00%
Citizens National Bank Trust Department	1.40K	Jun 30, 26	--	0.00%
GHP Investment Advisors, Inc.	1.23K	Jun 30, 26	-999	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	1.15K	Jun 30, 26	--	0.00%
HFM Investment Advisors, LLC	1.04K	Jun 30, 26	--	0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	1.00K	Jun 30, 26	+1.00K	0.00%
SWAN Capital LLC	995	Jun 30, 26	--	0.00%
Private Wealth Asset Management, LLC	960	Jun 30, 26	+960	0.00%
Larson Financial Group LLC	921	Jun 30, 26	-1.84K	0.00%
Osbon Capital Management LLC	918	Jun 30, 26	-9.64K	0.00%
Pinnacle Bancorp, Inc.	902	Jun 30, 26	--	0.00%
IFP Advisors, Inc	816	Jun 30, 26	+816	0.00%
Golden State Wealth Management, LLC	774	Jun 30, 26	+499	0.00%
Leo H. Evart, Inc.	741	Jun 30, 26	--	0.00%
Trust Co	681	Jun 30, 26	--	0.00%
WPG Advisers, LLC	632	Jun 30, 26	-6	0.00%
Darwin Wealth Management, LLC	551	Jun 30, 26	--	0.00%
LRI Investments, LLC	427	Jun 30, 26	--	0.00%
JPMORGAN CHASE & CO	400	Jun 30, 26	+41	0.00%
SALEM INVESTMENT COUNSELORS INC	374	Jun 30, 26	--	0.00%
WOLFF WIESE MAGANA LLC	350	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	300	Jun 30, 26	--	0.00%
TRUST CO OF TOLEDO NA /OH/	276	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	136	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	98	Jun 30, 26	+98	0.00%
MV CAPITAL MANAGEMENT, INC.	95	Jun 30, 26	--	0.00%
CBIZ Investment Advisory Services, LLC	87	Jun 30, 26	--	0.00%
Institute for Wealth Management, LLC.	67	Jun 30, 26	+67	0.00%
Pflug Koory, LLC	66	Jun 30, 26	--	0.00%
GAMMA Investing LLC	28	Jun 30, 26	+21	0.00%
Buck Wealth Strategies, LLC	20	Jun 30, 26	+20	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	--	Jun 30, 26	-99	--
Root Financial Partners, LLC	--	Jun 30, 26	-284	--
SAGESPRING WEALTH PARTNERS, LLC	--	Jun 30, 26	-10.93K	--
Royal Fund Management, LLC	--	Jun 30, 26	-14.03K	--
GOLDMAN SACHS GROUP INC	--	Jun 30, 26	-16.83K	--
Strategic Financial Concepts, LLC	--	Jun 30, 26	-17.27K	--
SEGALL BRYANT & HAMILL, LLC	--	Jun 30, 26	-13.02K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-19.95K	--
Kingstone Capital Partners Texas, LLC	--	Jun 30, 26	-28.58K	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-184	--
MKT Advisors LLC	--	Jun 30, 26	-10.70K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-3.90K	--
Opal Wealth Advisors, LLC	--	Jun 30, 26	-4.70K	--
MILLENNIUM MANAGEMENT LLC	--	Jun 30, 26	-99.35K	--
Sunpointe, LLC	--	Jun 30, 26	-11.20K	--
Arkadios Wealth Advisors	--	Jun 30, 26	-32.98K	--
JONES FINANCIAL COMPANIES LLLP	--	Jun 30, 26	-140	--
Beaird Harris Wealth Management, LLC	--	Jun 30, 26	-624	--
POM Investment Strategies, LLC	--	Jun 30, 26	-699	--
Argentarii, LLC	--	Jun 30, 26	-15.07K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-47.45K	--
Belpointe Asset Management LLC	--	Jun 30, 26	-14.90K	--
WOLVERINE ASSET MANAGEMENT LLC	--	Jun 30, 26	-16.89K	--
Concorde Asset Management, LLC	--	Jun 30, 26	-15.72K	--
Abound Wealth Management	--	Jun 30, 26	-588	--
BlackRock, Inc.	--	Jun 30, 26	-265	--
SMITH CHAS P & ASSOCIATES PA CPAS	35.00K	Mar 31, 26	-7.50K	0.01%
Catalina Capital Group, LLC	24.63K	Mar 31, 26	+62	0.01%
GILL CAPITAL PARTNERS, LLC	20.87K	Mar 31, 26	-1.87K	0.01%
CLIFFORD SWAN INVESTMENT COUNSEL LLC	18.95K	Mar 31, 26	--	0.01%
Beacon Pointe Advisors, LLC	12.78K	Mar 31, 26	+12.78K	0.00%
CWM, LLC	11.35K	Mar 31, 26	+2.55K	0.00%
Fox Hill Wealth Management	10.63K	Mar 31, 26	--	0.00%
Anchor Investment Management, LLC	9.39K	Mar 31, 26	+29	0.00%
Sunbelt Securities, Inc.	9.08K	Mar 31, 26	+1.08K	0.00%
Leo H. Evart, Inc.	741	Mar 31, 26	+741	0.00%
U.S. Capital Wealth Advisors, LLC	--	Mar 31, 26	-18.35K	--
COMERICA BANK	63.70K	Dec 31, 25	-948	0.02%
Alpha Cubed Investments, LLC	16.11K	Dec 31, 25	-667	0.00%
CIBC Private Wealth Group, LLC	4.48K	Dec 31, 25	-1.91K	0.00%
TUCKER ASSET MANAGEMENT LLC	1.25K	Dec 31, 25	+1.25K	0.00%
Motiv8 Investments LLC	627	Dec 31, 25	+627	0.00%
ORG Partners LLC	247	Dec 31, 25	--	0.00%
WETHERBY ASSET MANAGEMENT INC	48.99K	Sep 30, 25	+12.00K	0.01%
Stonegate Investment Group, LLC	15.49K	Sep 30, 25	--	0.00%
AVANTAX ADVISORY SERVICES, INC.	43.65K	Jun 30, 25	-824	0.01%
Atria Wealth Solutions, Inc.	20.92K	Jun 30, 25	-63.16K	0.01%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	2.17K	Jun 30, 25	+2.17K	0.00%
Schechter Investment Advisors, LLC	15.59K	Mar 31, 25	--	0.00%
Sandy Spring Bank	238	Mar 31, 25	+238	0.00%
HTLF Bank	15.68K	Dec 31, 24	--	0.00%
Tallon Kerry Patrick	15.30K	Dec 31, 24	+15.30K	0.00%
RE Dickinson Investment Advisors, LLC	1.41K	Dec 31, 24	-3.30K	0.00%
AlphaMark Advisors, LLC	314	Dec 31, 24	+10	0.00%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-2.39K	--
RAYMOND JAMES & ASSOCIATES	2.56M	Sep 30, 24	+190.04K	0.68%
Raymond James Financial Services Advisors, Inc.	666.65K	Sep 30, 24	+44.88K	0.18%
All Season Financial Advisors, Inc.	80.24K	Sep 30, 24	+540	0.02%
RAYMOND JAMES TRUST N.A.	31.95K	Sep 30, 24	-11.15K	0.01%
FinTrust Capital Advisors, LLC	1.34K	Sep 30, 24	+1.34K	0.00%
GUNN & Co INVESTMENT MANAGEMENT, INC.	--	Sep 30, 24	-15.00K	--
BENJAMIN F. EDWARDS & COMPANY, INC.	11.24K	Jun 30, 24	-2.49K	0.00%
Cetera Advisor Networks LLC	176.09K	Mar 31, 24	-53.05K	0.05%
Cetera Advisors LLC	122.62K	Mar 31, 24	+96.16K	0.03%
Eudaimonia Partners, LLC	79.06K	Mar 31, 24	-9.26K	0.02%
Bartlett & Co. LLC	3.42K	Dec 31, 23	+3.42K	0.00%
Baystate Wealth Management LLC	3.03K	Dec 31, 23	+3.03K	0.00%
Claybrook Capital, LLC	357.23K	Sep 30, 23	--	0.10%
PATHSTONE FAMILY OFFICE, LLC	25.00K	Sep 30, 23	+25.00K	0.01%
Veritable, L.P.	25.00K	Jun 30, 23	--	0.01%
Endurance Wealth Management, Inc.	9.33K	Jun 30, 23	--	0.00%
Ahrens Investment Partners LLC	1.40K	Mar 31, 23	+1.40K	0.00%
American Portfolios Advisors	20.00K	Sep 30, 22	+4.50K	0.01%
Covington Capital Management	10.05K	Sep 30, 22	--	0.00%
FourThought Financial, LLC	302	Sep 30, 22	+302	0.00%
DIXON HUBARD FEINOUR & BROWN INC/VA	124.85K	Jun 30, 22	-3.00K	0.03%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	1.44M	Mar 31, 22	+171.58K	0.38%
Mosaic Family Wealth, LLC	86.89K	Dec 31, 21	-12.08K	0.02%
Carroll Financial Associates, Inc.	6.80K	Dec 31, 21	+1.80K	0.00%
REILLY FINANCIAL ADVISORS, LLC	1.39K	Dec 31, 21	--	0.00%
NEXT Financial Group, Inc	500	Dec 31, 21	--	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	59.63K	Sep 30, 21	-7.44K	0.02%
Ameritas Investment Company, LLC	26.79K	Sep 30, 21	+2.04K	0.01%
LEVEL FOUR FINANCIAL, LLC	25.00K	Sep 30, 21	--	0.01%
Homrich & Berg	10.50K	Sep 30, 21	-2.50K	0.00%
Winslow, Evans & Crocker, Inc.	11.63K	Dec 31, 20	+2.06K	0.00%
Reby Advisors, LLC	2.50K	Dec 31, 20	+2.50K	0.00%
Orinda Asset Management LLC	147.91K	Sep 30, 20	-229.99K	0.04%
First Allied Advisory Services, Inc.	17.02K	Sep 30, 20	-445	0.00%
TCG Advisors, LP	--	Sep 30, 20	-204.59K	--
Starfire Investment Advisers, Inc.	23.95K	Jun 30, 20	--	0.01%
Advisor Group, Inc.	99.44K	Dec 31, 19	+3.79K	0.03%
LADENBURG THALMANN FINANCIAL SERVICES INC.	95.58K	Dec 31, 19	-9.75K	0.03%
BB&T SECURITIES, LLC	22.55K	Sep 30, 19	+4.94K	0.01%
Alpine Group USVI, LLC	22.02K	Sep 30, 19	+22.02K	0.01%
NEXT Financial Holdings	2.47K	Mar 31, 19	+2.47K	0.00%
Horizon Kinetics LLC	--	Dec 31, 18	-22.86K	--
XML SECURITIES, LLC	58.77K	Mar 31, 18	+4.48K	0.02%
IFC Holdings Incorporated/FL	112.96K	Dec 31, 17	-8.30K	0.03%
NATIONAL PLANNING CORP	--	Dec 31, 17	-30.68K	--
Jacobus Wealth Management, Inc.	661.22K	Sep 30, 17	+19.37K	0.18%
Commonwealth Equity Services, Inc	211.56K	Jun 30, 17	+43.17K	0.06%
WFG Advisors, LP	88.67K	Jun 30, 17	+26.48K	0.02%
JANUS HENDERSON INVESTORS US LLC	54.89K	Mar 31, 17	-43.70K	0.01%
Lakeside Wealth Management Group, LLC	10.50K	Mar 31, 17	--	0.00%
Algebris Investments (UK) LLP	--	Mar 31, 17	-162.73K	--
BLACKROCK ADVISORS LLC	48.10K	Dec 31, 16	+48.10K	0.01%
MSI Financial Services Inc	4.00K	Dec 31, 16	-2.98K	0.00%
VSR Financial Services, Inc.	62.12K	Jun 30, 16	-2.00K	0.02%
TRUST & FIDUCIARY MANAGEMENT SERVICES INC	591.04K	Dec 31, 15	-10.89K	0.16%
COHEN & STEERS CAPITAL MANAGEMENT INC	1.62M	Mar 31, 15	+1.62M	0.43%
BAIRD ROBERT W & CO INC /WI/	15.41K	Mar 31, 15	+222	0.00%
STANCORP INVESTMENT ADVISERS INC	2.19K	Mar 31, 15	--	0.00%
NEW ENGLAND SECURITIES CORP /MA/	375	Dec 31, 14	--	0.00%
UBS AG	306.71K	Sep 30, 14	+25.78K	0.08%
BlueCrest Capital Management LLP	--	Sep 30, 14	-17.71K	--
KMS FINANCIAL SERVICES, INC	--	Jun 30, 14	-11.55K	--
US GLOBAL INVESTORS FUNDS	5.38K	Dec 31, 13	+5.38K	0.00%
STIFEL NICOLAUS & CO INC \MO\	25.61K	Sep 30, 13	-19.53K	0.01%
First Allied Securities, Inc.	32.35K	Jun 30, 12	+630	0.01%
NOLLENBERGER CAPITAL PARTNERS INC	667	Dec 31, 10	--	0.00%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	565.33K	Jun 30, 10	-99.65K	0.15%
Full Value Advisors, LLC	12.30K	Sep 30, 09	--	0.00%

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Holder

Date

Change

% Held

MORGAN STANLEY

5.66M

Jun 30, 26

+213.04K

1.51%

BANK OF AMERICA CORP /DE/

5.04M

Jun 30, 26

+261.61K

1.34%

WELLS FARGO & COMPANY/MN

4.69M

Jun 30, 26

+41.33K

1.25%

UBS Group AG

4.36M

Jun 30, 26

-37.32K

1.16%

RAYMOND JAMES FINANCIAL INC

4.15M

Jun 30, 26

+74.84K

1.11%

ROYAL BANK OF CANADA

2.91M

Jun 30, 26

+32.78K

0.78%

Invesco Ltd.

2.70M

Jun 30, 26

+129.50K

0.72%

LPL Financial LLC

2.41M

Jun 30, 26

+131.64K

0.64%

GUGGENHEIM CAPITAL LLC

1.69M

Jun 30, 26

-214.84K

0.45%

CAPTRUST FINANCIAL ADVISORS

1.55M

Jun 30, 26

+15.87K

0.41%

ADVISOR GROUP HOLDINGS, INC.

1.37M

Jun 30, 26

+151.88K

0.36%

COMMONWEALTH EQUITY SERVICES, LLC

1.22M

Jun 30, 26

+784

0.33%

Cerity Partners LLC

1.22M

Jun 30, 26

+23.69K

0.32%

Janney Montgomery Scott LLC

1.11M

Jun 30, 26

+292

0.30%

GREATMARK INVESTMENT PARTNERS, INC.

973.96K

Jun 30, 26

-11.90K

0.26%

MGO ONE SEVEN LLC

956.23K

Jun 30, 26

-26.58K

0.25%

TRUIST FINANCIAL CORP

895.42K

Jun 30, 26

+7.19K

0.24%

Smith Asset Management Co., LLC

890.86K

Jun 30, 26

-20.54K

0.24%

Cetera Investment Advisers

833.20K

Jun 30, 26

+29.86K

0.22%

AMERIPRISE FINANCIAL INC

825.01K

Jun 30, 26

+30.02K

0.22%

COHEN & STEERS, INC.

785.25K

Jun 30, 26

0.21%

Kestra Advisory Services, LLC

759.33K

Jun 30, 26

+14.94K

0.20%

FCA CORP /TX

554.08K

Jun 30, 26

+27.58K

0.15%

Moors & Cabot, Inc.

544.90K

Jun 30, 26

+5.77K

0.15%

STIFEL FINANCIAL CORP

479.66K

Jun 30, 26

+42.06K

0.13%

Stratos Wealth Partners, LTD.

476.95K

Jun 30, 26

-12.73K

0.13%

Chicago Partners Investment Group LLC

463.13K

Jun 30, 26

-25.19K

0.12%

Lido Advisors, LLC

454.54K

Jun 30, 26

-200

0.12%

Advisors Asset Management, Inc.

447.77K

Jun 30, 26

-221.79K

0.12%

PROTECTIVE LIFE CORP

440.00K

Jun 30, 26

0.12%

ENVESTNET ASSET MANAGEMENT INC

391.17K

Jun 30, 26

-9.23K

0.10%

Steward Partners Investment Advisory, LLC

383.70K

Jun 30, 26

+32.07K

0.10%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

378.62K

Jun 30, 26

+28.04K

0.10%

Cambridge Investment Research Advisors, Inc.

377.55K

Jun 30, 26

-54.13K

0.10%

PRELUDE CAPITAL MANAGEMENT, LLC

350.00K

Jun 30, 26

+60.52K

0.09%

Fiera Capital Corp

341.74K

Jun 30, 26

+11.89K

0.09%

Sanctuary Advisors, LLC

316.55K

Jun 30, 26

-22.43K

0.08%

NewEdge Advisors, LLC

302.56K

Jun 30, 26

-12.05K

0.08%

IBEX WEALTH ADVISORS

288.99K

Jun 30, 26

-3.06K

0.08%

Wealth Advisory Solutions, LLC

261.84K

Jun 30, 26

+42.38K

0.07%

DAVENPORT & Co LLC

241.52K

Jun 30, 26

+1.50K

0.06%

MSH Capital Advisors LLC

240.96K

Jun 30, 26

-11.28K

0.06%

Capital Investment Advisors, LLC

236.46K

Jun 30, 26

-33.48K

0.06%

Mission Hills Financial Advisory, LLC

226.58K

Jun 30, 26

+114.41K

0.06%

CoreCap Advisors, LLC

222.70K

Jun 30, 26

+4.33K

0.06%

FIRST TRUST ADVISORS LP

215.67K

Jun 30, 26

-352

0.06%

XTX Topco Ltd

202.04K

Jun 30, 26

+111.65K

0.05%

HARBOUR INVESTMENTS, INC.

202.04K

Jun 30, 26

-4.65K

0.05%

Wealthspire Advisors, LLC

199.49K

Jun 30, 26

-3.17K

0.05%

Geneos Wealth Management Inc.

186.54K

Jun 30, 26

-12.43K

0.05%

WILEY BROS.-AINTREE CAPITAL, LLC

178.94K

Jun 30, 26

-348

0.05%

UMB Bank, n.a.

174.85K

Jun 30, 26

+16.00K

0.05%

Jupiter Wealth Management LLC

168.73K

Jun 30, 26

0.04%

THRIVENT FINANCIAL FOR LUTHERANS

161.71K

Jun 30, 26

0.04%

JANE STREET GROUP, LLC

157.45K

Jun 30, 26

-153.03K

0.04%

HighTower Advisors, LLC

154.86K

Jun 30, 26

-765

0.04%

E&G Advisors, LP

153.25K

Jun 30, 26

-649

0.04%

Hennion & Walsh Asset Management, Inc.

141.29K

Jun 30, 26

-185.04K

0.04%

Private Advisor Group, LLC

139.25K

Jun 30, 26

+212

0.04%

CARY STREET PARTNERS FINANCIAL LLC

137.08K

Jun 30, 26

0.04%

Wealthcare Advisory Partners LLC

133.22K

Jun 30, 26

-4.06K

0.04%

AlphaCore Capital LLC

130.54K

Jun 30, 26

+31.43K

0.03%

StoneX Group Inc.

129.64K

Jun 30, 26

+37.54K

0.03%

Bramshill Investments, LLC

126.17K

Jun 30, 26

+50.84K

0.03%

WEDBUSH SECURITIES INC

119.26K

Jun 30, 26

+3.88K

0.03%

INDEPENDENT FINANCIAL GROUP, LLC

110.33K

Jun 30, 26

+17.40K

0.03%

Advisory Services Network, LLC

106.43K

Jun 30, 26

-2.80K

0.03%

Cornerstone Advisory, LLC

104.88K

Jun 30, 26

0.03%

Triumph Capital Management

103.07K

Jun 30, 26

+9.52K

0.03%

ONE WEALTH CAPITAL MANAGEMENT, LLC

101.33K

Jun 30, 26

+52.30K

0.03%

Palogic Value Management, L.P.

100.56K

Jun 30, 26

0.03%

Diversify Advisory Services, LLC

99.59K

Jun 30, 26

+99.59K

0.03%

DIVERSIFY WEALTH MANAGEMENT, LLC

99.59K

Jun 30, 26

+883

0.03%

MELFA WEALTH MANAGEMENT, LLC

96.90K

Jun 30, 26

-116

0.03%

Benchmark Investment Advisors LLC

88.00K

Jun 30, 26

0.02%

Spire Wealth Management

87.84K

Jun 30, 26

+7.87K

0.02%

Shaker Financial Services, LLC

87.00K

Jun 30, 26

+87.00K

0.02%

MARINO, STRAM & ASSOCIATES LLC

86.57K

Jun 30, 26

0.02%

Abel Hall, LLC

83.60K

Jun 30, 26

0.02%

LEVEL FOUR ADVISORY SERVICES, LLC

83.22K

Jun 30, 26

-861

0.02%

Prospera Financial Services Inc

82.63K

Jun 30, 26

+163

0.02%

ROTHSCHILD INVESTMENT LLC

80.97K

Jun 30, 26

+9.89K

0.02%

Shulman DeMeo Asset Management LLC

77.28K

Jun 30, 26

-421

0.02%

Samalin Investment Counsel, LLC

74.88K

Jun 30, 26

-30.79K

0.02%

Pathstone Holdings, LLC

74.51K

Jun 30, 26

0.02%

Waverly Advisors, LLC

73.66K

Jun 30, 26

-12.44K

0.02%

FIFTH THIRD BANCORP

71.11K

Jun 30, 26

+245

0.02%

RVW Wealth, LLC

70.92K

Jun 30, 26

0.02%

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV

69.25K

Jun 30, 26

+2.00K

0.02%

SRS Capital Advisors, Inc.

69.09K

Jun 30, 26

+55.37K

0.02%

PRINCIPAL SECURITIES, INC.

67.98K

Jun 30, 26

+252

0.02%

Mariner, LLC

67.07K

Jun 30, 26

-18.51K

0.02%

KMT WEALTH MANAGEMENT, LLC

65.90K

Jun 30, 26

+65.90K

0.02%

Live Oak Private Wealth LLC

65.57K

Jun 30, 26

0.02%

Everstar Asset Management, LLC

64.91K

Jun 30, 26

-1.16K

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

64.86K

Jun 30, 26

+7.88K

0.02%

MERCER GLOBAL ADVISORS INC /ADV

63.12K

Jun 30, 26

+3.72K

0.02%

Accel Wealth Management

61.82K

Jun 30, 26

-3.20K

0.02%

MOSAIC FAMILY WEALTH PARTNERS, LLC

61.44K

Jun 30, 26

0.02%

Centurion Wealth Management LLC

58.73K

Jun 30, 26

-8.25K

0.02%

Ameritas Advisory Services, LLC

57.10K

Jun 30, 26

+14.89K

0.02%

WEALTH EFFECTS LLC

56.09K

Jun 30, 26

0.01%

RITHOLTZ WEALTH MANAGEMENT

55.31K

Jun 30, 26

+55.31K

0.01%

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

55.27K

Jun 30, 26

0.01%

Rockefeller Capital Management L.P.

54.01K

Jun 30, 26

+4.00K

0.01%

Core Wealth Partners LLC

53.22K

Jun 30, 26

+53.22K

0.01%

MML INVESTORS SERVICES, LLC

53.13K

Jun 30, 26

-320

0.01%

B. Riley Wealth Advisors, Inc.

51.89K

Jun 30, 26

0.01%

Concurrent Investment Advisors, LLC

51.60K

Jun 30, 26

+1.93K

0.01%

Cottage Street Advisors LLC

50.77K

Jun 30, 26

+972

0.01%

Onyx Financial Advisors, LLC

50.15K

Jun 30, 26

0.01%

Investmark Advisory Group LLC

48.29K

Jun 30, 26

+264

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

47.50K

Jun 30, 26

-37.53K

0.01%

Savvy Advisors, Inc.

47.04K

Jun 30, 26

-6.20K

0.01%

HRT FINANCIAL LP

45.59K

Jun 30, 26

+7.90K

0.01%

Sage Capital Advisors,llc

44.69K

Jun 30, 26

+792

0.01%

Operose Advisors LLC

44.47K

Jun 30, 26

0.01%

NWF Advisory Services Inc.

42.72K

Jun 30, 26

-4.00K

0.01%

Advance Capital Management, Inc.

42.68K

Jun 30, 26

+26.75K

0.01%

Global Retirement Partners, LLC

42.20K

Jun 30, 26

+42.20K

0.01%

Carson Advisory Inc.

41.56K

Jun 30, 26

0.01%

IHT Wealth Management, LLC

41.10K

Jun 30, 26

-4.74K

0.01%

RMB Capital Management, LLC

40.35K

Jun 30, 26

-20.62K

0.01%

Equitable Holdings, Inc.

39.90K

Jun 30, 26

+1.68K

0.01%

FIRST MERCHANTS CORP

39.28K

Jun 30, 26

0.01%

Clear Street Group Inc.

39.02K

Jun 30, 26

+39.02K

0.01%

LIBERTY WEALTH MANAGEMENT LLC

37.89K

Jun 30, 26

0.01%

WHITTIER TRUST CO

37.53K

Jun 30, 26

+9.13K

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

37.18K

Jun 30, 26

0.01%

TCG Advisory Services, LLC

36.39K

Jun 30, 26

-1.19K

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

36.30K

Jun 30, 26

-8.34K

0.01%

SILVER OAK SECURITIES, INCORPORATED

36.03K

Jun 30, 26

-3.01K

0.01%

DAYMARK WEALTH PARTNERS, LLC

34.41K

Jun 30, 26

-850

0.01%

Patriot Financial Group Insurance Agency, LLC

34.26K

Jun 30, 26

-34.71K

0.01%

Kovack Advisors, Inc.

32.08K

Jun 30, 26

-4.69K

0.01%

Baird Financial Group, Inc.

32.01K

Jun 30, 26

0.01%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

32.00K

Jun 30, 26

-62

0.01%

Integrated Wealth Concepts LLC

31.61K

Jun 30, 26

+18.00K

0.01%

Concord Wealth Partners

31.30K

Jun 30, 26

+3.15K

0.01%

M Holdings Securities, Inc.

31.16K

Jun 30, 26

+3.23K

0.01%

D.A. DAVIDSON & CO.

31.09K

Jun 30, 26

-1.98K

0.01%

Fortitude Advisory Group L.L.C.

30.72K

Jun 30, 26

0.01%

Mount Yale Investment Advisors, LLC

30.61K

Jun 30, 26

+528

0.01%

Vestmark Advisory Solutions, Inc.

30.61K

Jun 30, 26

+1.53K

0.01%

J. L. Bainbridge & Co., Inc.

30.57K

Jun 30, 26

+8.94K

0.01%

Marex Group plc

30.00K

Jun 30, 26

+30.00K

0.01%

OPPENHEIMER & CO INC

29.88K

Jun 30, 26

-72

0.01%

McAlister, Sweet & Associates, Inc.

29.58K

Jun 30, 26

+12.39K

0.01%

Physician Wealth Advisors, Inc.

29.37K

Jun 30, 26

0.01%

Joel Isaacson & Co., LLC

28.56K

Jun 30, 26

+28.56K

0.01%

Farther Finance Advisors, LLC

28.26K

Jun 30, 26

-202

0.01%

Advisor OS, LLC

27.80K

Jun 30, 26

-983

0.01%

SageGuard Financial Group, LLC

27.60K

Jun 30, 26

+542

0.01%

J.W. COLE ADVISORS, INC.

27.26K

Jun 30, 26

+27.26K

0.01%

Pensionmark Financial Group, LLC

27.19K

Jun 30, 26

-72.74K

0.01%

CALDWELL SUTTER CAPITAL, INC.

27.14K

Jun 30, 26

0.01%

Jacobi Capital Management LLC

26.55K

Jun 30, 26

+2.08K

0.01%

Allworth Financial LP

26.24K

Jun 30, 26

+2.95K

0.01%

Creative Planning

26.14K

Jun 30, 26

-8.13K

0.01%

KEYBANK NATIONAL ASSOCIATION/OH

24.92K

Jun 30, 26

0.01%

Sigma Planning Corp

24.73K

Jun 30, 26

-178

0.01%

Summit Financial, LLC

24.61K

Jun 30, 26

-1.54K

0.01%

Berger Financial Group, Inc

24.57K

Jun 30, 26

+221

0.01%

DUNCKER STREETT & CO INC

24.47K

Jun 30, 26

0.01%

Merit Financial Group, LLC

24.47K

Jun 30, 26

-872

0.01%

RFG Advisory, LLC

24.43K

Jun 30, 26

+2.06K

0.01%

US BANCORP \DE\

24.26K

Jun 30, 26

+2.74K

0.01%

Apollon Wealth Management, LLC

24.14K

Jun 30, 26

+1.04K

0.01%

International Private Wealth Advisors LLC

24.09K

Jun 30, 26

+558

0.01%

Founders Financial Alliance, LLC

24.06K

Jun 30, 26

+39

0.01%

BOOTHBAY FUND MANAGEMENT, LLC

24.01K

Jun 30, 26

+10.99K

0.01%

Glass Jacobson Investment Advisors llc

22.69K

Jun 30, 26

+120

0.01%

Sage Capital Management, LLC

22.50K

Jun 30, 26

0.01%

EP Wealth Advisors, LLC

22.15K

Jun 30, 26

+22.15K

0.01%

PFG Investments, LLC

21.30K

Jun 30, 26

-1.69K

0.01%

Tyche Wealth Partners LLC

21.27K

Jun 30, 26

-969

0.01%

Gridiron Partners, LLC

21.02K

Jun 30, 26

-22.33K

0.01%

Western Wealth Management, LLC

20.35K

Jun 30, 26

-3.62K

0.01%

TSFG, LLC

20.22K

Jun 30, 26

0.01%

DV Trading LLC

20.22K

Jun 30, 26

0.01%

Pacific Wealth Strategies Group, Inc.

20.00K

Jun 30, 26

0.01%

WealthTrust Axiom LLC

19.88K

Jun 30, 26

0.01%

SIGNATUREFD, LLC

18.53K

Jun 30, 26

+18.53K

0.00%

SHUFRO ROSE & CO LLC

18.37K

Jun 30, 26

0.00%

CreativeOne Wealth, LLC

18.08K

Jun 30, 26

+192

0.00%

PRIVATE TRUST CO NA

18.04K

Jun 30, 26

-13.11K

0.00%

Valley Brook Capital Group, Inc.

17.91K

Jun 30, 26

-2.40K

0.00%

Waterfront Wealth Inc.

17.81K

Jun 30, 26

-984

0.00%

CI Private Wealth, LLC

17.78K

Jun 30, 26

+17.78K

0.00%

JB Capital LLC

17.74K

Jun 30, 26

+104

0.00%

KING LUTHER CAPITAL MANAGEMENT CORP

17.58K

Jun 30, 26

0.00%

Clearstead Advisors, LLC

17.37K

Jun 30, 26

+411

0.00%

TWO SIGMA SECURITIES, LLC

17.13K

Jun 30, 26

+3.45K

0.00%

Avidian Wealth Solutions, LLC

17.00K

Jun 30, 26

+17.00K

0.00%

Ausdal Financial Partners, Inc.

16.72K

Jun 30, 26

+18

0.00%

Huntleigh Advisors, Inc.

16.72K

Jun 30, 26

0.00%

BEACON FINANCIAL GROUP

16.68K

Jun 30, 26

+350

0.00%

EverSource Wealth Advisors, LLC

16.64K

Jun 30, 26

0.00%

HORIZON KINETICS ASSET MANAGEMENT LLC

16.43K

Jun 30, 26

0.00%

Coastal Investment Advisors, Inc.

16.30K

Jun 30, 26

+387

0.00%

BURNEY CO/

16.15K

Jun 30, 26

-2.14K

0.00%

Beacon Pointe Advisors, LLC

16.04K

Jun 30, 26

+3.26K

0.00%

Quantinno Capital Management LP

15.72K

Jun 30, 26

-3.23K

0.00%

Snowden Capital Advisors LLC

15.20K

Jun 30, 26

-8.54K

0.00%

River Wealth Advisors LLC

14.69K

Jun 30, 26

0.00%

Etesian Wealth Advisors, Inc.

14.50K

Jun 30, 26

0.00%

PSI Advisors, LLC

14.41K

Jun 30, 26

-1.45K

0.00%

WHITTIER TRUST CO OF NEVADA INC

14.39K

Jun 30, 26

-995

0.00%

Perigon Wealth Management, LLC

14.30K

Jun 30, 26

-1.01K

0.00%

PARSONS CAPITAL MANAGEMENT INC/RI

14.19K

Jun 30, 26

0.00%

Post Resch Tallon Group Inc.

14.06K

Jun 30, 26

0.00%

IEQ CAPITAL, LLC

13.84K

Jun 30, 26

0.00%

Beacon Financial Advisory LLC

13.81K

Jun 30, 26

+109

0.00%

VeraBank, N.A.

13.66K

Jun 30, 26

0.00%

Gerber Kawasaki Wealth & Investment Management

13.63K

Jun 30, 26

-2.99K

0.00%

Colony Group, LLC

13.55K

Jun 30, 26

+1.60K

0.00%

Bank of New York Mellon Corp

13.54K

Jun 30, 26

-15.34K

0.00%

First Heartland Consultants, Inc.

13.43K

Jun 30, 26

+13.43K

0.00%

Wagner Wealth Management, LLC

13.24K

Jun 30, 26

-10.47K

0.00%

WESBANCO BANK INC

13.02K

Jun 30, 26

+382

0.00%

MAI Capital Management

12.98K

Jun 30, 26

+7.30K

0.00%

180 WEALTH ADVISORS, LLC

12.90K

Jun 30, 26

+34

0.00%

SMITH SHELLNUT WILSON LLC /ADV

12.86K

Jun 30, 26

0.00%

SFE Investment Counsel

12.82K

Jun 30, 26

0.00%

MONETA GROUP INVESTMENT ADVISORS LLC

12.69K

Jun 30, 26

+12.69K

0.00%

Capital Investment Advisory Services, LLC

12.50K

Jun 30, 26

0.00%

LifeSteps Financial, Inc.

12.32K

Jun 30, 26

+800

0.00%

STOCK YARDS BANK & TRUST CO

12.30K

Jun 30, 26

0.00%

Powell Investment Advisors, LLC

12.28K

Jun 30, 26

+657

0.00%

Dakota Wealth Management

12.24K

Jun 30, 26

+144

0.00%

Aspire Growth Partners LLC

12.23K

Jun 30, 26

-530

0.00%

Johnson & White Wealth Management, LLC

12.16K

Jun 30, 26

+248

0.00%

Coastline Trust Co

12.14K

Jun 30, 26

0.00%

CAHABA WEALTH MANAGEMENT, INC.

12.11K

Jun 30, 26

0.00%

IFG Advisory, LLC

12.09K

Jun 30, 26

+12.09K

0.00%

Collaborative Wealth Managment Inc.

12.08K

Jun 30, 26

+1.79K

0.00%

Baker Avenue Asset Management, LP

12.00K

Jun 30, 26

0.00%

American Financial Advisors, LLC

12.00K

Jun 30, 26

0.00%

Carlton Hofferkamp & Jenks Wealth Management, LLC

12.00K

Jun 30, 26

0.00%

Virtu Financial LLC

11.97K

Jun 30, 26

-26.13K

0.00%

Tradition Wealth Management, LLC

11.84K

Jun 30, 26

0.00%

NAPLES GLOBAL ADVISORS, LLC

11.69K

Jun 30, 26

+11.69K

0.00%

Certified Advisory Corp

11.66K

Jun 30, 26

+210

0.00%

GREEN SQUARE CAPITAL ADVISORS LLC

11.65K

Jun 30, 26

0.00%

PARK AVENUE SECURITIES LLC

11.56K

Jun 30, 26

-48

0.00%

Foundations Investment Advisors, LLC

10.99K

Jun 30, 26

+10.99K

0.00%

W.H. Cornerstone Investments Inc.

10.90K

Jun 30, 26

+255

0.00%

BankPlus Wealth Management LLC

10.89K

Jun 30, 26

0.00%

LEIGH BALDWIN & CO., LLC

10.79K

Jun 30, 26

+256

0.00%

NewEdge Wealth, LLC

10.08K

Jun 30, 26

+10.08K

0.00%

MARYLAND CAPITAL ADVISORS INC.

10.01K

Jun 30, 26

+10.01K

0.00%

Future Financial Wealth Managment LLC

10.00K

Jun 30, 26

0.00%

Southeast Asset Advisors Inc.

10.00K

Jun 30, 26

+10.00K

0.00%

HOLLENCREST CAPITAL MANAGEMENT

9.64K

Jun 30, 26

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

9.00K

Jun 30, 26

-4.00K

0.00%

NBC SECURITIES, INC.

7.85K

Jun 30, 26

-288

0.00%

CENTRAL TRUST Co

7.49K

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

6.67K

Jun 30, 26

0.00%

CUSTOM INDEX SYSTEMS, LLC

6.34K

Jun 30, 26

+6.34K

0.00%

HARBOR INVESTMENT ADVISORY, LLC

6.25K

Jun 30, 26

0.00%

BESSEMER GROUP INC

6.00K

Jun 30, 26

+6.00K

0.00%

MATHER GROUP, LLC.

5.22K

Jun 30, 26

+1.18K

0.00%

HAZLETT, BURT & WATSON, INC.

5.00K

Jun 30, 26

+59

0.00%

CoreFirst Bank & Trust

4.20K

Jun 30, 26

0.00%

FINANCIAL CONSULATE, INC

3.75K

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

3.45K

Jun 30, 26

+62

0.00%

FNY Investment Advisers, LLC

3.00K

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

3.00K

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

2.89K

Jun 30, 26

+1.92K

0.00%

Quent Capital, LLC

2.70K

Jun 30, 26

+2.70K

0.00%

Washington Trust Advisors, Inc.

2.60K

Jun 30, 26

0.00%

ABOUND FINANCIAL, LLC

2.57K

Jun 30, 26

+2.57K

0.00%

Ronald Blue Trust, Inc.

2.40K

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

2.00K

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

1.99K

Jun 30, 26

+1.99K

0.00%

Johnson Financial Group, Inc.

1.71K

Jun 30, 26

+1.71K

0.00%

Main Street Group, LTD

1.68K

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

1.65K

Jun 30, 26

-4.34K

0.00%

ASSETMARK, INC

1.52K

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

1.50K

Jun 30, 26

0.00%

Atlantic Union Bankshares Corp

1.50K

Jun 30, 26

+752

0.00%

Citizens National Bank Trust Department

1.40K

Jun 30, 26

0.00%

GHP Investment Advisors, Inc.

1.23K

Jun 30, 26

-999

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

1.15K

Jun 30, 26

0.00%

HFM Investment Advisors, LLC

1.04K

Jun 30, 26

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

1.00K

Jun 30, 26

+1.00K

0.00%

SWAN Capital LLC

995

Jun 30, 26

0.00%

Private Wealth Asset Management, LLC

960

Jun 30, 26

+960

0.00%

Larson Financial Group LLC

921

Jun 30, 26

-1.84K

0.00%

Osbon Capital Management LLC

918

Jun 30, 26

-9.64K

0.00%

Pinnacle Bancorp, Inc.

902

Jun 30, 26

0.00%

IFP Advisors, Inc

816

Jun 30, 26

+816

0.00%

Golden State Wealth Management, LLC

774

Jun 30, 26

+499

0.00%

Leo H. Evart, Inc.

741

Jun 30, 26

0.00%

Trust Co

681

Jun 30, 26

0.00%

WPG Advisers, LLC

632

Jun 30, 26

-6

0.00%

Darwin Wealth Management, LLC

551

Jun 30, 26

0.00%

LRI Investments, LLC

427

Jun 30, 26

0.00%

JPMORGAN CHASE & CO

400

Jun 30, 26

+41

0.00%

SALEM INVESTMENT COUNSELORS INC

374

Jun 30, 26

0.00%

WOLFF WIESE MAGANA LLC

350

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

300

Jun 30, 26

0.00%

TRUST CO OF TOLEDO NA /OH/

276

Jun 30, 26

0.00%

Parallel Advisors, LLC

136

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

Jun 30, 26

+98

0.00%

MV CAPITAL MANAGEMENT, INC.

Jun 30, 26

0.00%

CBIZ Investment Advisory Services, LLC

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

Jun 30, 26

+67

0.00%

Pflug Koory, LLC

Jun 30, 26

0.00%

GAMMA Investing LLC

Jun 30, 26

+21

0.00%

Buck Wealth Strategies, LLC

Jun 30, 26

+20

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

Jun 30, 26

-99

Root Financial Partners, LLC

Jun 30, 26

-284

SAGESPRING WEALTH PARTNERS, LLC

Jun 30, 26

-10.93K

Royal Fund Management, LLC

Jun 30, 26

-14.03K

GOLDMAN SACHS GROUP INC

Jun 30, 26

-16.83K

Strategic Financial Concepts, LLC

Jun 30, 26

-17.27K

SEGALL BRYANT & HAMILL, LLC

Jun 30, 26

-13.02K

CITADEL ADVISORS LLC

Jun 30, 26

-19.95K

Kingstone Capital Partners Texas, LLC

Jun 30, 26

-28.58K

Tower Research Capital LLC (TRC)

Jun 30, 26

-184

MKT Advisors LLC

Jun 30, 26

-10.70K

Sound Income Strategies, LLC

Jun 30, 26

-3.90K

Opal Wealth Advisors, LLC

Jun 30, 26

-4.70K

MILLENNIUM MANAGEMENT LLC

Jun 30, 26

-99.35K

Sunpointe, LLC

Jun 30, 26

-11.20K

Arkadios Wealth Advisors

Jun 30, 26

-32.98K

JONES FINANCIAL COMPANIES LLLP

Jun 30, 26

-140

Beaird Harris Wealth Management, LLC

Jun 30, 26

-624

POM Investment Strategies, LLC

Jun 30, 26

-699

Argentarii, LLC

Jun 30, 26

-15.07K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-47.45K

Belpointe Asset Management LLC

Jun 30, 26

-14.90K

WOLVERINE ASSET MANAGEMENT LLC

Jun 30, 26

-16.89K

Concorde Asset Management, LLC

Jun 30, 26

-15.72K

Abound Wealth Management

Jun 30, 26

-588

BlackRock, Inc.

Jun 30, 26

-265

SMITH CHAS P & ASSOCIATES PA CPAS

35.00K

Mar 31, 26

-7.50K

0.01%

Catalina Capital Group, LLC

24.63K

Mar 31, 26

+62

0.01%

GILL CAPITAL PARTNERS, LLC

20.87K

Mar 31, 26

-1.87K

0.01%

CLIFFORD SWAN INVESTMENT COUNSEL LLC

18.95K

Mar 31, 26

0.01%

Beacon Pointe Advisors, LLC

12.78K

Mar 31, 26

+12.78K

0.00%

CWM, LLC

11.35K

Mar 31, 26

+2.55K

0.00%

Fox Hill Wealth Management

10.63K

Mar 31, 26

0.00%

Anchor Investment Management, LLC

9.39K

Mar 31, 26

+29

0.00%

Sunbelt Securities, Inc.

9.08K

Mar 31, 26

+1.08K

0.00%

Leo H. Evart, Inc.

741

Mar 31, 26

+741

0.00%

U.S. Capital Wealth Advisors, LLC

Mar 31, 26

-18.35K

COMERICA BANK

63.70K

Dec 31, 25

-948

0.02%

Alpha Cubed Investments, LLC

16.11K

Dec 31, 25

-667

0.00%

CIBC Private Wealth Group, LLC

4.48K

Dec 31, 25

-1.91K

0.00%

TUCKER ASSET MANAGEMENT LLC

1.25K

Dec 31, 25

+1.25K

0.00%

Motiv8 Investments LLC

627

Dec 31, 25

+627

0.00%

ORG Partners LLC

247

Dec 31, 25

0.00%

WETHERBY ASSET MANAGEMENT INC

48.99K

Sep 30, 25

+12.00K

0.01%

Stonegate Investment Group, LLC

15.49K

Sep 30, 25

0.00%

AVANTAX ADVISORY SERVICES, INC.

43.65K

Jun 30, 25

-824

0.01%

Atria Wealth Solutions, Inc.

20.92K

Jun 30, 25

-63.16K

0.01%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

2.17K

Jun 30, 25

+2.17K

0.00%

Schechter Investment Advisors, LLC

15.59K

Mar 31, 25

0.00%

Sandy Spring Bank

238

Mar 31, 25

+238

0.00%

HTLF Bank

15.68K

Dec 31, 24

0.00%

Tallon Kerry Patrick

15.30K

Dec 31, 24

+15.30K

0.00%

RE Dickinson Investment Advisors, LLC

1.41K

Dec 31, 24

-3.30K

0.00%

AlphaMark Advisors, LLC

314

Dec 31, 24

+10

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-2.39K

RAYMOND JAMES & ASSOCIATES

2.56M

Sep 30, 24

+190.04K

0.68%

Raymond James Financial Services Advisors, Inc.

666.65K

Sep 30, 24

+44.88K

0.18%

All Season Financial Advisors, Inc.

80.24K

Sep 30, 24

+540

0.02%

RAYMOND JAMES TRUST N.A.

31.95K

Sep 30, 24

-11.15K

0.01%

FinTrust Capital Advisors, LLC

1.34K

Sep 30, 24

+1.34K

0.00%

GUNN & Co INVESTMENT MANAGEMENT, INC.

Sep 30, 24

-15.00K

BENJAMIN F. EDWARDS & COMPANY, INC.

11.24K

Jun 30, 24

-2.49K

0.00%

Cetera Advisor Networks LLC

176.09K

Mar 31, 24

-53.05K

0.05%

Cetera Advisors LLC

122.62K

Mar 31, 24

+96.16K

0.03%

Eudaimonia Partners, LLC

79.06K

Mar 31, 24

-9.26K

0.02%

Bartlett & Co. LLC

3.42K

Dec 31, 23

+3.42K

0.00%

Baystate Wealth Management LLC

3.03K

Dec 31, 23

+3.03K

0.00%

Claybrook Capital, LLC

357.23K

Sep 30, 23

0.10%

PATHSTONE FAMILY OFFICE, LLC

25.00K

Sep 30, 23

+25.00K

0.01%

Veritable, L.P.

25.00K

Jun 30, 23

0.01%

Endurance Wealth Management, Inc.

9.33K

Jun 30, 23

0.00%

Ahrens Investment Partners LLC

1.40K

Mar 31, 23

+1.40K

0.00%

American Portfolios Advisors

20.00K

Sep 30, 22

+4.50K

0.01%

Covington Capital Management

10.05K

Sep 30, 22

0.00%

FourThought Financial, LLC

302

Sep 30, 22

+302

0.00%

DIXON HUBARD FEINOUR & BROWN INC/VA

124.85K

Jun 30, 22

-3.00K

0.03%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

1.44M

Mar 31, 22

+171.58K

0.38%

Mosaic Family Wealth, LLC

86.89K

Dec 31, 21

-12.08K

0.02%

Carroll Financial Associates, Inc.

6.80K

Dec 31, 21

+1.80K

0.00%

REILLY FINANCIAL ADVISORS, LLC

1.39K

Dec 31, 21

0.00%

NEXT Financial Group, Inc

500

Dec 31, 21

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

59.63K

Sep 30, 21

-7.44K

0.02%

Ameritas Investment Company, LLC

26.79K

Sep 30, 21

+2.04K

0.01%

LEVEL FOUR FINANCIAL, LLC

25.00K

Sep 30, 21

0.01%

Homrich & Berg

10.50K

Sep 30, 21

-2.50K

0.00%

Winslow, Evans & Crocker, Inc.

11.63K

Dec 31, 20

+2.06K

0.00%

Reby Advisors, LLC

2.50K

Dec 31, 20

+2.50K

0.00%

Orinda Asset Management LLC

147.91K

Sep 30, 20

-229.99K

0.04%

First Allied Advisory Services, Inc.

17.02K

Sep 30, 20

-445

0.00%

TCG Advisors, LP

Sep 30, 20

-204.59K

Starfire Investment Advisers, Inc.

23.95K

Jun 30, 20

0.01%

Advisor Group, Inc.

99.44K

Dec 31, 19

+3.79K

0.03%

LADENBURG THALMANN FINANCIAL SERVICES INC.

95.58K

Dec 31, 19

-9.75K

0.03%

BB&T SECURITIES, LLC

22.55K

Sep 30, 19

+4.94K

0.01%

Alpine Group USVI, LLC

22.02K

Sep 30, 19

+22.02K

0.01%

NEXT Financial Holdings

2.47K

Mar 31, 19

+2.47K

0.00%

Horizon Kinetics LLC

Dec 31, 18

-22.86K

XML SECURITIES, LLC

58.77K

Mar 31, 18

+4.48K

0.02%

IFC Holdings Incorporated/FL

112.96K

Dec 31, 17

-8.30K

0.03%

NATIONAL PLANNING CORP

Dec 31, 17

-30.68K

Jacobus Wealth Management, Inc.

661.22K

Sep 30, 17

+19.37K

0.18%

Commonwealth Equity Services, Inc

211.56K

Jun 30, 17

+43.17K

0.06%

WFG Advisors, LP

88.67K

Jun 30, 17

+26.48K

0.02%

JANUS HENDERSON INVESTORS US LLC

54.89K

Mar 31, 17

-43.70K

0.01%

Lakeside Wealth Management Group, LLC

10.50K

Mar 31, 17

0.00%

Algebris Investments (UK) LLP

Mar 31, 17

-162.73K

BLACKROCK ADVISORS LLC

48.10K

Dec 31, 16

+48.10K

0.01%

MSI Financial Services Inc

4.00K

Dec 31, 16

-2.98K

0.00%

VSR Financial Services, Inc.

62.12K

Jun 30, 16

-2.00K

0.02%

TRUST & FIDUCIARY MANAGEMENT SERVICES INC

591.04K

Dec 31, 15

-10.89K

0.16%

COHEN & STEERS CAPITAL MANAGEMENT INC

1.62M

Mar 31, 15

+1.62M

0.43%

BAIRD ROBERT W & CO INC /WI/

15.41K

Mar 31, 15

+222

0.00%

STANCORP INVESTMENT ADVISERS INC

2.19K

Mar 31, 15

0.00%

NEW ENGLAND SECURITIES CORP /MA/

375

Dec 31, 14

0.00%

UBS AG

306.71K

Sep 30, 14

+25.78K

0.08%

BlueCrest Capital Management LLP

Sep 30, 14

-17.71K

KMS FINANCIAL SERVICES, INC

Jun 30, 14

-11.55K

US GLOBAL INVESTORS FUNDS

5.38K

Dec 31, 13

+5.38K

0.00%

STIFEL NICOLAUS & CO INC \MO\

25.61K

Sep 30, 13

-19.53K

0.01%

First Allied Securities, Inc.

32.35K

Jun 30, 12

+630

0.01%

NOLLENBERGER CAPITAL PARTNERS INC

667

Dec 31, 10

0.00%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

565.33K

Jun 30, 10

-99.65K

0.15%

Full Value Advisors, LLC

12.30K

Sep 30, 09

0.00%