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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| FMR LLC | 2.50M | Jun 30, 26 | +575.12K | 23.66% |
| Advocacy Wealth Management Services, LLC | 1.12M | Jun 30, 26 | +34.53K | 10.55% |
| LPL Financial LLC | 745.49K | Jun 30, 26 | -268.81K | 7.05% |
| WELLS FARGO & COMPANY/MN | 570.27K | Jun 30, 26 | +53.95K | 5.39% |
| BANK OF AMERICA CORP /DE/ | 441.55K | Jun 30, 26 | +17.75K | 4.18% |
| TD Capital Management LLC | 440.02K | Jun 30, 26 | +3.99K | 4.16% |
| MORGAN STANLEY | 394.51K | Jun 30, 26 | +203 | 3.73% |
| GREAT VALLEY ADVISOR GROUP, INC. | 370.53K | Jun 30, 26 | +26.81K | 3.51% |
| JPMORGAN CHASE & CO | 331.09K | Jun 30, 26 | +46.49K | 3.13% |
| KELLY FINANCIAL GROUP LLC | 299.44K | Jun 30, 26 | +16.66K | 2.83% |
| ENVESTNET ASSET MANAGEMENT INC | 261.57K | Jun 30, 26 | -150.67K | 2.47% |
| O'Connor Financial Group LLC | 202.85K | Jun 30, 26 | -28.49K | 1.92% |
| Beacon Capital Management, Inc. | 194.71K | Jun 30, 26 | +1.59K | 1.84% |
| ROYAL BANK OF CANADA | 168.89K | Jun 30, 26 | +5.68K | 1.60% |
| Resources Investment Advisors, LLC. | 156.06K | Jun 30, 26 | +13.86K | 1.48% |
| HighTower Advisors, LLC | 133.81K | Jun 30, 26 | -2.47K | 1.27% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 125.37K | Jun 30, 26 | +19.67K | 1.19% |
| UBS Group AG | 103.43K | Jun 30, 26 | -5.73K | 0.98% |
| Visionary Wealth Advisors | 92.61K | Jun 30, 26 | +3.18K | 0.88% |
| Gateway Wealth Partners, LLC | 90.41K | Jun 30, 26 | -85.61K | 0.86% |
| EXCHANGE TRADED CONCEPTS, LLC | 88.72K | Jun 30, 26 | +8.93K | 0.84% |
| Treasure Coast Financial Planning | 85.94K | Jun 30, 26 | +5.20K | 0.81% |
| VALLEY NATIONAL ADVISERS INC | 80.06K | Jun 30, 26 | +16.84K | 0.76% |
| Dynamic Advisor Solutions LLC | 77.86K | Jun 30, 26 | +7.69K | 0.74% |
| CarsonAllaria Wealth Management, Ltd. | 74.42K | Jun 30, 26 | +7.60K | 0.70% |
| Cetera Investment Advisers | 70.67K | Jun 30, 26 | -87.89K | 0.67% |
| Modera Wealth Management, LLC | 69.41K | Jun 30, 26 | +69.41K | 0.66% |
| RAYMOND JAMES FINANCIAL INC | 69.12K | Jun 30, 26 | +855 | 0.65% |
| HOWLAND CAPITAL MANAGEMENT LLC | 64.25K | Jun 30, 26 | -6.20K | 0.61% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 56.90K | Jun 30, 26 | +2.13K | 0.54% |
| Essex Financial Services, Inc. | 55.26K | Jun 30, 26 | +2.22K | 0.52% |
| Atria Investments, Inc | 54.61K | Jun 30, 26 | -67.75K | 0.52% |
| MAIMON WEALTH MANAGEMENT LTD. | 53.53K | Jun 30, 26 | +7.18K | 0.51% |
| Beckerman Institutional, LLC | 53.50K | Jun 30, 26 | -371 | 0.51% |
| BROWN ADVISORY INC | 52.48K | Jun 30, 26 | -113.80K | 0.50% |
| ADVISOR GROUP HOLDINGS, INC. | 50.89K | Jun 30, 26 | -3.13K | 0.48% |
| Wealth Advisors of Iowa, LLC | 50.34K | Jun 30, 26 | +763 | 0.48% |
| SkyOak Wealth, LLC | 48.71K | Jun 30, 26 | +722 | 0.46% |
| Legacy Capital Group California, Inc. | 46.97K | Jun 30, 26 | +3.48K | 0.44% |
| Mariner, LLC | 41.43K | Jun 30, 26 | -72.80K | 0.39% |
| IFP Advisors, Inc | 40.80K | Jun 30, 26 | -1.96K | 0.39% |
| COMMONWEALTH EQUITY SERVICES, LLC | 38.35K | Jun 30, 26 | +1.35K | 0.36% |
| CreativeOne Wealth, LLC | 35.14K | Jun 30, 26 | -152 | 0.33% |
| SAGE RHINO CAPITAL LLC | 34.95K | Jun 30, 26 | +5.27K | 0.33% |
| JONES FINANCIAL COMPANIES LLLP | 29.94K | Jun 30, 26 | +5.56K | 0.28% |
| Barnes Wealth Management Group, Inc | 28.95K | Jun 30, 26 | -64 | 0.27% |
| NewEdge Advisors, LLC | 28.19K | Jun 30, 26 | -2.42K | 0.27% |
| RFG Advisory, LLC | 26.46K | Jun 30, 26 | +9.98K | 0.25% |
| Farther Finance Advisors, LLC | 26.06K | Jun 30, 26 | +1.34K | 0.25% |
| TD Waterhouse Canada Inc. | 25.63K | Jun 30, 26 | +21.21K | 0.24% |
| Family Investment Center, Inc. | 25.59K | Jun 30, 26 | -226 | 0.24% |
| CAPTRUST FINANCIAL ADVISORS | 22.80K | Jun 30, 26 | -3.50K | 0.22% |
| AE Wealth Management LLC | 21.83K | Jun 30, 26 | +728 | 0.21% |
| Cerity Partners LLC | 20.91K | Jun 30, 26 | +814 | 0.20% |
| STIFEL FINANCIAL CORP | 20.69K | Jun 30, 26 | +3.38K | 0.20% |
| PATTEN & PATTEN INC/TN | 20.44K | Jun 30, 26 | +1.17K | 0.19% |
| PAX Financial Group, LLC | 19.03K | Jun 30, 26 | -978 | 0.18% |
| GeoWealth Management, LLC | 18.98K | Jun 30, 26 | -5.29K | 0.18% |
| Avestar Capital, LLC | 17.99K | Jun 30, 26 | +612 | 0.17% |
| MGO ONE SEVEN LLC | 17.98K | Jun 30, 26 | -1.35K | 0.17% |
| BankPlus Wealth Management LLC | 16.67K | Jun 30, 26 | -1.46K | 0.16% |
| Integrated Wealth Concepts LLC | 16.29K | Jun 30, 26 | -460 | 0.15% |
| Aviance Capital Partners, LLC | 16.25K | Jun 30, 26 | +5.82K | 0.15% |
| Kestra Advisory Services, LLC | 15.51K | Jun 30, 26 | +15.51K | 0.15% |
| Sand Hill Global Advisors, LLC | 15.36K | Jun 30, 26 | +1.51K | 0.15% |
| Smartleaf Asset Management LLC | 13.80K | Jun 30, 26 | -- | 0.13% |
| NEW WAVE WEALTH ADVISORS LLC | 13.61K | Jun 30, 26 | +10.49K | 0.13% |
| Compass Financial Group, Inc. | 13.10K | Jun 30, 26 | +149 | 0.12% |
| Krilogy Financial LLC | 13.04K | Jun 30, 26 | -42 | 0.12% |
| Belpointe Asset Management LLC | 12.87K | Jun 30, 26 | +835 | 0.12% |
| CITADEL ADVISORS LLC | 12.00K | Jun 30, 26 | +12.00K | 0.11% |
| IHT Wealth Management, LLC | 11.51K | Jun 30, 26 | -172 | 0.11% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 11.29K | Jun 30, 26 | -96 | 0.11% |
| Midwest Financial Network, LLC | 11.23K | Jun 30, 26 | -2.22K | 0.11% |
| AXXCESS WEALTH MANAGEMENT, LLC | 10.58K | Jun 30, 26 | +10.58K | 0.10% |
| Legacy Capital Wealth Partners, LLC | 10.36K | Jun 30, 26 | -6.37K | 0.10% |
| GREATMARK INVESTMENT PARTNERS, INC. | 10.36K | Jun 30, 26 | -100 | 0.10% |
| Syverson Strege & Co | 10.20K | Jun 30, 26 | -21 | 0.10% |
| Synergy Asset Management, LLC | 9.57K | Jun 30, 26 | +9.57K | 0.09% |
| Wealthcare Advisory Partners LLC | 9.44K | Jun 30, 26 | +15 | 0.09% |
| Trek Financial, LLC | 9.15K | Jun 30, 26 | +9.15K | 0.09% |
| Cambridge Investment Research Advisors, Inc. | 8.81K | Jun 30, 26 | -1.87K | 0.08% |
| RMB Capital Management, LLC | 8.81K | Jun 30, 26 | -5.22K | 0.08% |
| HUNTINGTON NATIONAL BANK | 8.25K | Jun 30, 26 | -- | 0.08% |
| NOTTINGHAM ADVISORS, INC. | 8.12K | Jun 30, 26 | +3.67K | 0.08% |
| Ameritas Advisory Services, LLC | 8.08K | Jun 30, 26 | +5.06K | 0.08% |
| MERCER GLOBAL ADVISORS INC /ADV | 8.00K | Jun 30, 26 | -2.88K | 0.08% |
| CI Private Wealth, LLC | 7.78K | Jun 30, 26 | -590 | 0.07% |
| Waverly Advisors, LLC | 7.76K | Jun 30, 26 | -1.23K | 0.07% |
| Charter Capital Management, LLC\DE | 7.53K | Jun 30, 26 | -247 | 0.07% |
| DAVENPORT & Co LLC | 7.18K | Jun 30, 26 | -- | 0.07% |
| FIFTH THIRD BANCORP | 6.61K | Jun 30, 26 | -58 | 0.06% |
| CALDWELL SUTTER CAPITAL, INC. | 6.54K | Jun 30, 26 | +173 | 0.06% |
| CGC Financial Services, LLC | 6.35K | Jun 30, 26 | +1.36K | 0.06% |
| Ausdal Financial Partners, Inc. | 6.14K | Jun 30, 26 | -3.71K | 0.06% |
| STEPHENS INC /AR/ | 6.13K | Jun 30, 26 | -- | 0.06% |
| Mayfair Advisory Group, LLC | 5.86K | Jun 30, 26 | -22 | 0.06% |
| Private Advisor Group, LLC | 5.80K | Jun 30, 26 | -16.45K | 0.05% |
| Copper Harbor Investment Advisors, LLC | 5.63K | Jun 30, 26 | +5.63K | 0.05% |
| Prospera Financial Services Inc | 5.62K | Jun 30, 26 | +30 | 0.05% |
| PFG Advisors | 5.47K | Jun 30, 26 | -1.53K | 0.05% |
| Colony Group, LLC | 5.26K | Jun 30, 26 | -7.68K | 0.05% |
| Diversify Advisory Services, LLC | 5.16K | Jun 30, 26 | +5.16K | 0.05% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 5.16K | Jun 30, 26 | -553 | 0.05% |
| SRS Capital Advisors, Inc. | 4.94K | Jun 30, 26 | +2.26K | 0.05% |
| Bison Wealth, LLC | 4.85K | Jun 30, 26 | -- | 0.05% |
| Clear Creek Financial Management, LLC | 4.68K | Jun 30, 26 | -354 | 0.04% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 4.65K | Jun 30, 26 | -41 | 0.04% |
| American Institute for Advanced Investment Management, LLP | 4.57K | Jun 30, 26 | -- | 0.04% |
| Thayer Financial, L.L.C. | 4.47K | Jun 30, 26 | +112 | 0.04% |
| Opus Financial Solutions LLC | 4.41K | Jun 30, 26 | +359 | 0.04% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 4.40K | Jun 30, 26 | -352 | 0.04% |
| SMITH, MOORE & CO. | 4.29K | Jun 30, 26 | -465 | 0.04% |
| MML INVESTORS SERVICES, LLC | 4.25K | Jun 30, 26 | -111 | 0.04% |
| Capital Asset Advisory Services LLC | 4.23K | Jun 30, 26 | -145 | 0.04% |
| Sanctuary Advisors, LLC | 4.15K | Jun 30, 26 | -17.48K | 0.04% |
| NWF Advisory Services Inc. | 4.12K | Jun 30, 26 | -364 | 0.04% |
| MCF Advisors LLC | 4.01K | Jun 30, 26 | -374 | 0.04% |
| Bellwether Advisors, LLC | 3.89K | Jun 30, 26 | +3.89K | 0.04% |
| Bank of New York Mellon Corp | 3.86K | Jun 30, 26 | -12.47K | 0.04% |
| Diversified Trust Co | 3.70K | Jun 30, 26 | +34 | 0.04% |
| TRUIST FINANCIAL CORP | 3.67K | Jun 30, 26 | +38 | 0.03% |
| Steward Partners Investment Advisory, LLC | 3.60K | Jun 30, 26 | +3.52K | 0.03% |
| Capital Advisors, Ltd. LLC | 3.53K | Jun 30, 26 | -- | 0.03% |
| Financial Insights, Inc. | 3.53K | Jun 30, 26 | +49 | 0.03% |
| Lloyd Advisory Services, LLC. | 3.50K | Jun 30, 26 | +3.24K | 0.03% |
| Sequoia Financial Advisors, LLC | 3.37K | Jun 30, 26 | -365 | 0.03% |
| Raleigh Capital Management Inc. | 3.31K | Jun 30, 26 | -448 | 0.03% |
| Tribridge Partners Financial LLC | 3.03K | Jun 30, 26 | -- | 0.03% |
| Pinnacle Financial Partners, Inc. | 3.02K | Jun 30, 26 | +31 | 0.03% |
| Bedel Financial Consulting, Inc. | 2.92K | Jun 30, 26 | +75 | 0.03% |
| IPG Investment Advisors LLC | 2.74K | Jun 30, 26 | -- | 0.03% |
| HOWARD BAILEY SECURITIES, LLC | 2.70K | Jun 30, 26 | -57 | 0.03% |
| Mutual Advisors, LLC | 2.49K | Jun 30, 26 | +179 | 0.02% |
| Sigma Planning Corp | 2.46K | Jun 30, 26 | +32 | 0.02% |
| CITIGROUP INC | 2.34K | Jun 30, 26 | -- | 0.02% |
| XY Planning Network, Inc. | 2.33K | Jun 30, 26 | +112 | 0.02% |
| Williams & Novak, LLC | 2.32K | Jun 30, 26 | +2.32K | 0.02% |
| Kestra Investment Management, LLC | 2.32K | Jun 30, 26 | -1.90K | 0.02% |
| AQR CAPITAL MANAGEMENT LLC | 2.27K | Jun 30, 26 | +2.27K | 0.02% |
| AdvisorNet Financial, Inc | 2.22K | Jun 30, 26 | +22 | 0.02% |
| Geneos Wealth Management Inc. | 1.65K | Jun 30, 26 | -1.07K | 0.02% |
| Global Retirement Partners, LLC | 1.52K | Jun 30, 26 | +1.52K | 0.01% |
| HARBOUR INVESTMENTS, INC. | 1.40K | Jun 30, 26 | -954 | 0.01% |
| ASSETMARK, INC | 1.20K | Jun 30, 26 | +19 | 0.01% |
| Signature Equity Partners, LLC | 1.07K | Jun 30, 26 | +91 | 0.01% |
| Financial Management Professionals, Inc. | 811 | Jun 30, 26 | -- | 0.01% |
| Rockefeller Capital Management L.P. | 785 | Jun 30, 26 | -54 | 0.01% |
| FLAGSHIP WEALTH ADVISORS, LLC | 775 | Jun 30, 26 | +775 | 0.01% |
| FIDUCIARY FINANCIAL ADVISORS | 666 | Jun 30, 26 | +666 | 0.01% |
| Quest 10 Wealth Builders, Inc. | 615 | Jun 30, 26 | -- | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 500 | Jun 30, 26 | -- | 0.00% |
| BANK OF MONTREAL /CAN/ | 415 | Jun 30, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 389 | Jun 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 272 | Jun 30, 26 | +220 | 0.00% |
| Kingdom Financial Group LLC. | 260 | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 250 | Jun 30, 26 | -99 | 0.00% |
| Ashton Thomas Private Wealth, LLC | 241 | Jun 30, 26 | -2.77K | 0.00% |
| IFG Advisory, LLC | 219 | Jun 30, 26 | +219 | 0.00% |
| CoreCap Advisors, LLC | 216 | Jun 30, 26 | -85.72K | 0.00% |
| Lodestone Wealth Management LLC | 212 | Jun 30, 26 | +2 | 0.00% |
| LRI Investments, LLC | 210 | Jun 30, 26 | +210 | 0.00% |
| Hanson & Doremus Investment Management | 190 | Jun 30, 26 | -- | 0.00% |
| WOLFF WIESE MAGANA LLC | 176 | Jun 30, 26 | -- | 0.00% |
| MORRIS FINANCIAL CONCEPTS, INC. | 171 | Jun 30, 26 | -20 | 0.00% |
| Buck Wealth Strategies, LLC | 113 | Jun 30, 26 | +113 | 0.00% |
| Manchester Capital Management LLC | 107 | Jun 30, 26 | +14 | 0.00% |
| Crewe Advisors LLC | 100 | Jun 30, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 82 | Jun 30, 26 | +82 | 0.00% |
| Strategic Wealth Partners, Ltd. | 75 | Jun 30, 26 | -81 | 0.00% |
| Allianz Asset Management GmbH | 68 | Jun 30, 26 | +13 | 0.00% |
| Caldwell Trust Co | 54 | Jun 30, 26 | -- | 0.00% |
| WELLINGTON-ALTUS USA INC. | 46 | Jun 30, 26 | -- | 0.00% |
| Networth Advisors, LLC | 27 | Jun 30, 26 | -- | 0.00% |
| GILPIN WEALTH MANAGEMENT, LLC | 11 | Jun 30, 26 | -- | 0.00% |
| Imprint Wealth LLC | 11 | Jun 30, 26 | -- | 0.00% |
| KEYVANTAGE WEALTH, LLC | -- | Jun 30, 26 | -5.52K | -- |
| United Community Bank | -- | Jun 30, 26 | -3.99K | -- |
| Virtue Capital Management, LLC | -- | Jun 30, 26 | -13.25K | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -9.47K | -- |
| Skyline Advisors, Inc. | -- | Jun 30, 26 | -2.21K | -- |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -43 | -- |
| Global View Capital Management LLC | -- | Jun 30, 26 | -26.91K | -- |
| Hutchens & Kramer Investment Management Group, LLC | -- | Jun 30, 26 | -10.29K | -- |
| Abound Wealth Management | -- | Jun 30, 26 | -15 | -- |
| United Advisor Group, LLC | -- | Jun 30, 26 | -16.94K | -- |
| Fulcrum Equity Management | -- | Jun 30, 26 | -8.36K | -- |
| SWMG, LLC | -- | Jun 30, 26 | -9.77K | -- |
| Arkadios Wealth Advisors | -- | Jun 30, 26 | -4.41K | -- |
| Simplicity Wealth,LLC | -- | Jun 30, 26 | -2.10K | -- |
| KINGSWOOD WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -5.44K | -- |
| Concurrent Investment Advisors, LLC | -- | Jun 30, 26 | -22.35K | -- |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | -- | Jun 30, 26 | -527 | -- |
| WORLD EQUITY GROUP, INC. | -- | Jun 30, 26 | -7.69K | -- |
| Brinker Capital Investments, LLC | -- | Jun 30, 26 | -11.99K | -- |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | -- | Jun 30, 26 | -5.76K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -12.89K | -- |
| BENJAMIN EDWARDS INC | -- | Jun 30, 26 | -2.92K | -- |
| Opal Wealth Advisors, LLC | -- | Jun 30, 26 | -351 | -- |
| REUTER JAMES WEALTH MANAGEMENT, LLC | -- | Jun 30, 26 | -2.24K | -- |
| CLEAR INVESTMENT RESEARCH, LLC | -- | Jun 30, 26 | -2.08K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -2.20K | -- |
| Legacy Wealth Partners, LLC | -- | Jun 30, 26 | -9.51K | -- |
| Encompass More Asset Management | -- | Jun 30, 26 | -2.65K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -14.04K | -- |
| VisionPoint Advisory Group, LLC | -- | Jun 30, 26 | -14.32K | -- |
| HERITAGE OAK WEALTH ADVISORS LLC | -- | Jun 30, 26 | -75.55K | -- |
| CWM, LLC | 891.77K | Mar 31, 26 | -48.16K | 8.44% |
| Anfield Capital Management, LLC | 3.69K | Mar 31, 26 | -- | 0.03% |
| Smart Portfolios, LLC | 3.10K | Mar 31, 26 | -176 | 0.03% |
| Financial Gravity Asset Management, Inc. | 208 | Mar 31, 26 | -593 | 0.00% |
| SOL Capital Management CO | -- | Mar 31, 26 | -19.00K | -- |
| AIFG Consultants Ltd. | 42.95K | Dec 31, 25 | -76 | 0.41% |
| COMERICA BANK | 4.34K | Dec 31, 25 | -1.75K | 0.04% |
| Motiv8 Investments LLC | 552 | Dec 31, 25 | +552 | 0.01% |
| Austin Private Wealth, LLC | -- | Dec 31, 25 | -4.42K | -- |
| FIRST NATIONAL CORP /MA/ /ADV | 103.46K | Sep 30, 25 | +9.76K | 0.98% |
| Watts Gwilliam & Co., LLC | 3.85K | Sep 30, 25 | +3.85K | 0.04% |
| Accredited Wealth Management, LLC | 2.70K | Sep 30, 25 | -2.82K | 0.03% |
| Moloney Securities Asset Management, LLC | 2.41K | Sep 30, 25 | -172 | 0.02% |
| GRIES FINANCIAL LLC | 2.26K | Sep 30, 25 | +2.26K | 0.02% |
| Astor Investment Management LLC | 185.16K | Jun 30, 25 | +111.26K | 1.75% |
| AVANTAX ADVISORY SERVICES, INC. | 20.31K | Jun 30, 25 | -13 | 0.19% |
| Congress Wealth Management LLC / DE / | 10.56K | Jun 30, 25 | -- | 0.10% |
| Riggs Capital Management LLC | 8.43K | Dec 31, 24 | +8.43K | 0.08% |
| Geller Advisors LLC | 8.40K | Dec 31, 24 | +695 | 0.08% |
| Fernwood Investment Management, LLC | 7.00K | Dec 31, 24 | -- | 0.07% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -300 | -- |
| Raymond James Financial Services Advisors, Inc. | 19.99K | Sep 30, 24 | +19.99K | 0.19% |
| Planning Capital Management Corp | 17.15K | Sep 30, 24 | -716 | 0.16% |
| Argent Financial Group, Inc. | 3.96K | Sep 30, 24 | +3.96K | 0.04% |
| FinTrust Capital Advisors, LLC | 2.01K | Sep 30, 24 | -- | 0.02% |
| RAYMOND JAMES & ASSOCIATES | -- | Sep 30, 24 | -3.00K | -- |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 274 | Jun 30, 24 | -- | 0.00% |
| Cetera Advisors LLC | 11.83K | Mar 31, 24 | +5.09K | 0.11% |
| Cetera Advisor Networks LLC | 4.45K | Mar 31, 24 | +295 | 0.04% |
| DB Wealth Management Group, LLC | 351 | Dec 31, 23 | -- | 0.00% |
| Baystate Wealth Management LLC | 159 | Dec 31, 23 | +159 | 0.00% |
| Antonetti Capital Management LLC | 68.05K | Sep 30, 23 | -163 | 0.64% |
| BEDEL FINANCIAL CONSULTING INC | 3.14K | Sep 30, 23 | +3.14K | 0.03% |
| AJ WEALTH STRATEGIES, LLC | 9.46K | Jun 30, 23 | -- | 0.09% |
| TimeScale Financial, Inc. | 9 | Jun 30, 23 | +9 | 0.00% |
| Andesa Financial Management Inc. | 18.61K | Mar 31, 23 | +12.47K | 0.18% |
| Aevitas Wealth Management, Inc. | 66.83K | Dec 31, 22 | +32.04K | 0.63% |
| Sargent Bickham Lagudis LLC | 100 | Dec 31, 22 | -519 | 0.00% |
| Harrison & Co Wealth Management, LLC | -- | Dec 31, 22 | -2.37K | -- |
| BOENNING & SCATTERGOOD, INC. | -- | Dec 31, 22 | -2.29K | -- |
| St. James Investment Advisors, LLC | -- | Dec 31, 22 | -3.26K | -- |
| CPWM, LLC | 5.96K | Sep 30, 22 | -2.34K | 0.06% |
| American Portfolios Advisors | 2.57K | Sep 30, 22 | -85 | 0.02% |
| ACG Wealth | -- | Sep 30, 22 | -633 | -- |
| KerberRose Wealth Management, LLC | 11.73K | Jun 30, 22 | +11.73K | 0.11% |
| PALLADIUM PARTNERS LLC | 206.68K | Mar 31, 22 | -12.69K | 1.96% |
| Clear Perspective Advisors, LLC | 10.43K | Dec 31, 21 | -425 | 0.10% |
| Grace Capital | 10.00K | Dec 31, 21 | -- | 0.09% |
| NEXT Financial Group, Inc | 4.85K | Dec 31, 21 | +4 | 0.05% |
| Ameritas Investment Company, LLC | 78.06K | Sep 30, 21 | +40.13K | 0.74% |
| PROFESSIONAL PLANNING | 2.58K | Sep 30, 21 | +2.58K | 0.02% |
| ARS Wealth Advisors, LLC | 6.25K | Jun 30, 21 | +6.25K | 0.06% |
| Princeton Portfolio Strategies Group LLC | 4.57K | Jun 30, 21 | -700 | 0.04% |
| First Allied Advisory Services, Inc. | 15.57K | Sep 30, 20 | -1.30K | 0.15% |
| Capstone Financial Group, Inc. | 7.33K | Sep 30, 20 | +316 | 0.07% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 819.79K | Dec 31, 19 | +27.74K | 7.76% |
| Advisor Group, Inc. | 180.83K | Dec 31, 19 | +13.57K | 1.71% |
| BB&T SECURITIES, LLC | 2.15K | Sep 30, 19 | +2.15K | 0.02% |
| CEDAR HILL ASSOCIATES, LLC | 10.58K | Dec 31, 18 | -6.24K | 0.10% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -23.77K | -- |
| MSI Financial Services Inc | -- | Dec 31, 16 | -60 | -- |
| Argentus Capital Management, LLC | -- | Dec 31, 16 | -30 | -- |
| Fusion Investment Group, LLC | 2.40K | Dec 31, 15 | +17 | 0.02% |
| UBS AG | 18.77K | Sep 30, 14 | +202 | 0.18% |
